Loading...
HomeMy WebLinkAboutAgenda - 11-08-2012 - 7d ORANGE COUNTY BOARD OF COMMISSIONERS ACTION AGENDA ITEM ABSTRACT Meeting Date: November 8, 2012 Action Agenda Item No. 7-d SUBJECT: Historic Rogers Road Neighborhood — Managers' Recommendations & Rogers Eubanks Neighborhood Association (RENA) Neighborhood Center Business Plan DEPARTMENT: County Manager PUBLIC HEARING: (Y/N) No ATTACHMENT(S): INFORMATION CONTACT: 1. Managers' Recommendations to Frank Clifton, County Manager, 245- the Historic Rogers Road 2306 Neighborhood Task Force dated Michael Talbert, Assistant County September 28, 2012 Manager, 245-2308 2. Managers' Recommendations to the Historic Rogers Road Neighborhood Task Force dated October 16, 2012 3. Rogers Eubanks Neighborhood Association Neighborhood Center Business Plan PURPOSE: To review and provide comments, concerns, and suggestions to the Historic Rogers Road Neighborhood Task Force on the Managers' Recommendations dated October16, 2012 and the RENA Neighborhood Center Business Plan. BACKGROUND: In 1972 the landfill was opened by the Town of Chapel Hill and in 1999 Orange County assumed ownership and operation of the Orange County Landfill on Eubanks Road. The Historic Rogers Road Community has lived with the Orange County Landfill for 40 years. On May 17, 2011 the Board of Commissioners received a plan from Rogers-Eubanks Neighborhood Association (RENA) recommending actions to mitigate the short and long term impacts of Orange County's Landfill and Solid Waste operations on the health, safety and welfare of the Historic Rogers Road — Eubanks Road community. On January 26, 2012 the Board of Commissioners and the Town Boards discussed the extension of sewer service and a community center for the Historic Rogers Road Community. County and Town Attorneys have concluded that utilization of Solid Waste reserves to extend sewer service to the Historic Rogers Road Community is not consistent with North Carolina General Statutes and would subject the local governments to legal challenges. Therefore, funding for either the extension of sewer services and/or a community center will have to come from the County's and Towns' other general revenue sources. 2 On February 21, 2012 the Orange County Board of Commissioners authorized the creation of a new Historic Rogers Road Neighborhood Task Force to address sewer service and a community center. On September 6, 2012 the Board of County Commissioners reviewed the Interim Report from the Historic Rogers Road Neighborhood Task Force and approved the following motion: A motion was made by Commissioner Hemminger, seconded by Commissioner Yuhasz, for intent to: • move forward with a new "green" community center; • to ask the Manager to find $380,000 more to move into the fund already established with $120,000; • to work with RENA and Habitat for Humanity on the design and implementation of this community center; • to ask the towns to contribute computers, supplies, permitting costs, connection costs and the first 12 months of utilities towards this project; • to ask the towns to expedite the permitting process; and • to be able to start immediately to bring this project back to the BOCC October meeting to finalize going forward. On September 18, 2012 the Carrboro Board of Aldermen reviewed the Interim Report from the Historic Rogers Road Neighborhood Task Force and approved the following motion: MOTION WAS MADE BY ALDERMAN SLADE AND SECONDED BY ALDERMAN LAVELLE THAT THE TOWN OF CARRBORO HAS THE INTENTION OF CONTRIBUTING NOT MORE THAN $900,000 FOR THE TOWN'S PORTION OF THE COMMUNITY CENTER AND COST OF THE SEWER PROJECT. THE TOWN MANAGER SHALL RESEARCH FUNDING SOURCES. TOWN STAFF SHALL ALSO INVESTIGATE HOW THE TOWN CAN RECOUP THE SEWER LINE INVESTMENT COSTS FROM DEVELOPERS. THE BOARD EXPRESSES ITS APPRECIATION TO THE COUNTY FOR THEIR COMMITMENT TO THE PROJECT AND REQUESTS THAT THE TOWN OF CHAPEL HILL CONSIDER THEIR SHARE OF THE CONTRIBUTION. VOTE: AFFIRMATIVE SIX, ABSENT ONE(COLEMAN) On September 28, 2012 the County and Town Managers met and developed the attached recommendations (Attachment 1). Recommendation 1.c. is to investigate a contractual agreement with Habitat for Humanity to construct a Rogers Road Neighborhood Community Center that would serve the residents of the Rogers Road Neighborhood. The center would be owned by Habitat and leased to Rogers Eubanks Neighborhood Association (RENA) for$1 per year. A contract between the County and Habitat would be approved by the Board before any funds would be available for the construction of a Rogers Road Neighborhood Community Center. On October 3, 2012 the Historic Rogers Road Neighborhood Task Force met and discussed the September 28, 2012 recommendations from the County and Town Managers. The Task Force 3 reinforced support for both the Community Center and the expansion of sewer in the Historic Rogers Road Community by the recommending the following: 1. That the Managers meet and report back to the Task Force at the October 24, 2012 meeting, specifically to study how the local governments can cost-share sewer improvements and a community center. 2. That the Managers consider the attached "Carrboro" cost sharing option. 3. That the Task Force move forward with the Community Center and continue discussions as to how sewer is implemented. On October 10, 2012 staff met with Habitat representatives and discussed the possibility of partnership to construct a Community Center. Habitat representatives were positive about the possibilities and will present the proposal to the Habitat Board in the next few months. The County's intention is to make a one-time capital contribution ($500,000) toward the construction of a Community Center and negotiate a master lease agreement with Habitat that will authorize the use of the Community Center for public purposes. A sublease could be negotiated with RENA to use this facility for its programs. Many details still have to be worked out before a Community Center could be constructed. On October 16, 2012 the Board of Commissioners approved a Capital Project for the construction of a Community Center and advancing the funding for a Community Center of up to $500,000. An Interlocal Agreement with the Towns to repay the County beginning in Fiscal Year 2013/14 for their share of the Community Center, at the same cost sharing percentages outlined in the 1972 Landfill Agreement (43% Orange County, 43% Town of Chapel Hill and 14% Town of Carrboro), will be drafted by the County Attorney. Based on the Task Force's October 3, 2012 requested action, the County and Town Managers also met on October 16, 2012 and developed a second set of recommendations for the Task Force related to the proposed community center and expansion of sewer service (Attachment 2). On October 24, 2012 the Historic Rogers Road Neighborhood Task Force met and discussed the October 16, 2012 Managers' Recommendations and the RENA Neighborhood Center Business Plan (Attachment 3). The Task Force requested that, in preparation for the Task Force's follow-up discussion on November 14, 2012, each jurisdictions' governing boards and staff review and provide comments, concerns, and suggestions back to the Task Force on both the Managers' Recommendations and the RENA Neighborhood Center Business Plan. The Historic Rogers Road Neighborhood Task Force is scheduled to present its final report to the Assembly of Governments on December 6, 2012. FINANCIAL IMPACT: There is no financial impact for the Board to review and provide comments, concerns, and suggestions for Historic Rogers Road Neighborhood Task Force on the Managers' Recommendations dated October 16, 2012 and the RENA Neighborhood Center Business Plan. RECOMMENDATION(S): The Manager recommends that the Board review and provide comments, concerns, and suggestions for Historic Rogers Road Neighborhood Task Force on 4 the Managers' Recommendations dated October 16, 2012 (Attachment 2) and the RENA Neighborhood Center Business Plan (Attachment 3). 5 Attachment 1 Managers Recommendations to Historic Rogers Road Neighborhood Task Force September 28, 2012 On August 22, 2012 the Task Force approved the following recommendation: The Task Force recommends that the County and Town Managers collectively discuss and formulate a fair and equitable cost sharing recommendation for the Task Force to consider. Options 2 & 4 are no longer being considered by the Task Force, therefore the recommendation should be based on options 1, 3, and /or 5. The cost sharing recommendation will be reviewed by the Task Force and could be applied to funding Sewer Infrastructure and a Community Center. On September 28, 2012 the County and Town Managers met and developed the following recommendations: 1. That the Task Force supports a new Rogers Road Neighborhood Community Center to be constructed on the 2 lots in the Phoenix Place subdivision, a site graciously provided Habitat for Humanity. a. The Board of County Commissioners may agree to have the County advance funding for a Community Center of up to $500,000. b. Funding will begin in Fiscal 2013/14 at the same rate the County and Towns are now funding to purchase the Greene Tract from the Orange County Solid Waste Fund. This will commit the County and the Towns to the same costs sharing percentages as outlined in the 1972 Landfill Agreement ($90,549 Orange County, $90,549 Town of Chapel Hill and $29,524 Town of Carrboro). c. Investigate a contractual agreement with Habitat for Humanity to construct a Rogers Road Neighborhood Community Center that would serve the residents of the Rogers Road Neighborhood. The center would be owned by Habitat and leased to Rogers Eubanks Neighborhood Association (RENA) for $1 per year. d. That the details of development of the Community Center will be referred back to the Managers for coordination and a report to the Task Force and/or the governing bodies 2. The County and the Town of Chapel Hill recommend that Orange County will petition the Town of Chapel Hill to annex all County owned property in the Rogers Road Neighborhood, including the jointly owned Greene Tract and the 2 lots in the Phoenix Place subdivision, the site graciously provided Habitat for Humanity as requested by Habitat for Humanity. The Town of Chapel Hill will act in a timely manner to annex the property petitioned. 6 3. That the Managers evaluate the Greene Tract for possible sale and/or development of the property, possibly including a School Site, and proceeds could be used for utilities in the Rogers Road Neighborhood. Such development of workforce housing is consistent with the Chapel Hill 2020 Comprehensive Plan. While there is no formal agreement on how the Greene Tract will be used, a concept plan was introduced in 2002. Collectively all governing boards will have to approve any future plans for the Greene Tract. 4. That the Managers continue to work on a solution to provide Sewer Infrastructure to the Rogers Road Neighborhood including priority and funding options. At this time discussions are continuing as to how to advance and fund that effort. 7 Attachment 2 Managers Recommendations to Historic Rogers Road Neighborhood Task Force October 16, 2012 On October 3, 2012 the Historic Rogers Road Neighborhood Task Force met and discussed the recommendations from the County and Town Managers. Based on the draft Meeting Summary the Task Force reinforced support for both the Community Center and Sewer in the Historic Rogers Road Community, by the recommending the following: 1. That the Managers meet and report back to the Task Force at the October 24, 2012 meeting, specifically to study how the local governments can cost-share sewer improvements and a community center. 2. That the Managers consider the "Carrboro" cost sharing option. 3. That the Task Force move forward with the Community Center and continue discussions as to how sewer is implemented. On October 16, 2012 the County and Town Managers met and developed the following recommendations: 1. A new Rogers Road Neighborhood Community Center to be constructed on the 2 lots in the Phoenix Place subdivision, a site graciously provided Habitat for Humanity. (The Board of County Commissioners approved a capital project of $500,000 to advance funding for a Rogers Road Community Center on October 16, 2012.) a. That County staff will work with Habitat to investigate a contractual agreement with Habitat to construct a Community Center that would serve the residents of the Rogers Road Neighborhood. The Managers will approve the design of the facility, initially funded by Orange County, with the intent of a long-term master lease agreement that would cover operating and maintenance of the Center, with the detail to be worked out later, including a second lease with Rogers Eubanks Neighborhood Association (RENA) for $1 per year, to operate some community based programs. b. Authorize the Managers to negotiate an Interlocal cost sharing agreement for the Community Center that will commit the County and the Towns to the same costs sharing percentages as outlined in the 1972 Landfill Agreement 43% for Orange County, 43% for The Town of Chapel Hill and 14% for The Town of Carrboro. Funding to reimburse the County will begin in Fiscal 2013/14. 8 c. That the details of the construction of a Community Center will be referred back to the Managers for coordination and a report to the Task Force and/or the governing bodies. 2. That the Managers continue to work on a solution to provide Sewer Infrastructure to the Rogers Road Neighborhood including priority and funding options. At this time discussions are continuing as to how to advance and fund that effort. a. That the County and the Town of Chapel Hill recommend that Orange County will petition the Town of Chapel Hill to annex all County owned property (that is located in Chapel Hill's ETJ) in the Rogers Road Neighborhood, including the jointly owned Greene Tract, This action would alleviate legal concerns from the Town of Chapel Hill attorney. b. The Managers recommend that Habitat petition the Town of Chapel Hill to annex the 2 lots in the Phoenix Place subdivision, provided by Habitat for the construction of a Rogers Road Neighborhood Community Center. c. That the 104 acre jointly owned Greene Tract be considered for development, that would include a future school site (10 to 12 acres), and the remainder of the site be considered for workforce/affordable housing. With all proceeds from the sale or lease of the land for development, including funding from the County for a future school site, to be used to fund sewer in the Rogers Road Neighborhood. Such development of workforce housing is consistent with the Chapel Hill 2020 Comprehensive Plan. While there is no formal agreement on how the Greene Tract will be used, a concept plan was introduced in 2002. Collectively all governing boards will have to approve any future plans for the Greene Tract. 3. That the Task Force investigate the creation of County Sewer District for all property owners in the Rogers Road Neighborhood and adjoining neighborhoods that are not currently served by a municipal sewer system and would benefit from the installation of sewer infrastructure to serve the Rogers Road Neighborhood. a. Territory lying within the corporate limits of a city or town may not be included in the district unless the governing body of the city or town agrees by resolution to such inclusion. b. The County would propose to contract with OWASA for the actual operation of the sewer system, which would provide an opportunity for a different rate structure for this district. c. A County Sewer District could make special assessments against benefited property within the district to cover the costs of constructing, extending or improving sewage disposal system. The basis of any special assessment would be determined at a later date after investigating development potential 9 and the number of possible dwelling units (the Managers are instructing the planning staff to begin this evaluation). A special assessment would share the costs of the sewer system with current benefited property (homeowners) and undeveloped land for future development. d. Consideration could be made to offset the cost of connecting sewer system for some group of residents to be defined. One example could be the owners of owner-occupied housing units in place at the time the landfill was originally sited (1972). There were estimated 40 +/- housing units in place at that time. Other definitions of those who would receive an offset can be developed. e. To investigate the use of approximately $900,000 of Orange County Solid Waste Rogers Road Reserves for sewer improvements. f. The County Sewer District will be eliminated when the debt is retired and the system would be given to OWASA. 10 Attachment 3 RENA Neighborhood Center (";-',:rvith without Displacement: Everyone IN in;=_7, Prepared October 2012 Contact information David Caldwell davcald778@aol.com http://www.rena-center.comirenacc/ 11 hood F Table of Contents ExecutiveSummary...> 1 Visis n.................................<...........,..,...........,...<..........................................................,..., WhoWe Are 2 Objectives............................. ............................_ 3 FinancialSu mary 4 RENACommunity Center................................................>....,,.............................,.............., 6 • Overview............................. ....................................................................................... 6 ManagementTeam..................>........................,........................................, 7 What We Will Offer • 8 Services8 Alternative Sources for Services...... ...... ..................—.Error! Bookmark not defined. TheRogers/Eubanks Neighborhood........................—...—............. ..... 9 • Neighborhood Needs 9 NeighborhoodAssets....................................................—................................................11 Strategyand implementation.................................................................................................12 lan......................................................................................................................................12 • • • CONi iDEN''MAL ?)O NOT DISSEMINATE. This business plan contains confidential, trade-secret info ration and is shared only with the understanding that you will not share its contents or ideas with :'i _ I IS E'r1_ the pia t<_itb.7r". 12 RE NA x N i:ih its, ho n Center • StrategicAlliances 13 Financial .................................................................................................................d..,......, 14 RevenueForecast ......>..............>,.............................>.,.,........,............,...,........,,..,......., 14 Personnel 16 Budget 17 Profitand Loss Statement 19 • • CONFIDENTIAL - DO NOT DISSEMINATE. This business plan contains confidential, trade-secret information and is shared only with the understanding that you will not share its contents or ideas with third parties without the express written consent of the plan author. • 13 RENA Executive Summary Vision Executive Summary: The new Rogers/Eubanks Neighborhood Association (RENA) community center building should be a symbol of the birth of a new relationship between the Rogers/Eubanks neighborhood and the rest of the area. It is the first instantiation of the development of our neighborhood into what we believe will make it the heart--- the hub --- of a mixed-use, walkable, friendly and healthy residential area that stretches from Homestead to Eubanks. While the center is the result of a redress of wrongs it is more importantly the beginning of a model of economic development that should .become widely copied: growing and improving without displacement. The center itself will continue to build the community's capacity through health, education and engagement programs. In addition, we envision that it will be used to launch community partnership businesses in the style of Mondragon. These businesses will eventually coalesce into the attractive mixed-use hub we believe will improve the entire area. We have included several possible financial ways forward. The goal of all of them is economic growth without displacement. They are all financial plans designed to enhance the entire area and all of its people. • ir CON F DFN I L - DO NOT DiSSEMftU Ti . This business plan contains confidential, trade-secret information and is shared only with the Understanding that you wid 'at share its contents or ideas with 14 RENA c: i E< (pd Center. Who We Are In 2007, this socially cohesive and culturally rich community founded a 501(c)(3) tax- exempt organization -- the Rogers Eubanks Neighborhood Association (RENA) -- to formalize a long term ad hoc community alliance and movement. As a community organizing group, RENA needed a place to gather for sharing community resources and development programs. Minister Robert Campbell, RENA Director David Caldwell, and RENA Board Member Barbara Hopkins have formed working relationships with the Orange County Board of Commissioners, the Town of Chapel Hill and the Town of Carrboro as well as members of the wider Orange County, North Carolina community. RENA has been a part of collaborative work groups such as the Landowners Group, Unity in the Community Group, Neighborhood Group, Chapel Hill Small Area Plan Task Force and Enhancement Task Force. The RENA Community Center opened its doors in the summer of 2010 and closed then temporarily in August, 2012. The new center, when it opens, will continue to serve the community's needs through its Neighborhood, Opportunity and Wealth (NOW) programming. Neighborhood Programming: * Community garden * Celebrating our cultures and history Opportunity Programming: * Education: Back to School Bash, Tutoring, Adult Education, ESL * Health: Wellness Cooperative, Alliance with Piedmont Health Wealth Programming: * Incubating small cooperative businesses: daycare, catering * Developing Large Cooperatives: Green Enterprises "My hope for this community is that it will be transformed into a major part of the development of Chapel Hill. People have referred to us as being outcasts; as being a neighborhood that nobody wants. They have referred to us as being a poor underprivileged neighborhood. And we say, "See what we see. Look through our eyes and see what we see." 2 CONFIDENTIAL - DO HOST DISSEMINATE. This business plan contains confidential, trade-secret information and is shared only with the understanding that you will not share its contents or ideas with _ _c! -nr- .; '� i Jt_,I the express written consent of the plan author. 15 RT.:71V, E?'s,'..h borhOcei r. ner Objectives 1.1 Objectives There are three distinct programming objectives: Neighborhood: Foster engagement Opportunity: Improve access to education and wellness care Wealth: Jobs are not sufficient to create wealth: cooperative businesses can. 1.2 Mission: Community: Increase trust and mutual respect Organization: Build collaborations to improve potential Recycle: Make sure neither people nor things are wasted • Evolve: Develop connections to keep our community moving in place. 1.3 Keys to Success Insure programming continuity Establish successful ventures Develop robust networks within and outside the neighborhood to assist with challenges Protect and revisit our history 3 CONFIDENTIAL, - )O NOT DISSEMINATE. This business plan contains confidentiaL, trade-secret information and is shared onty with the understanding that you will not share its contents or ideas with third Duties the express v,,,litten conse,nt of the pf.a.n author. 16 `.., 'A r, _ ntr.e Financial Summary Financial Highlights The expenses listed here represent what it will take to fund the running of a neighborhood association. It compares favorably with other centers locally and around the country in terms of operating costs. The center can continue to run nearly completely on donated time and effort, but many significant opportunities will be missed. If the neighborhood is to become a thriving part of Chapel Hill, it must develop the economic means to grow in place. A fully funded RENA Center can make that happen. Although the first year of operation will be significantly helped by the mitigation fund we are anticipating additional funds from room rentals (including a daycare), some from a few small community partnership ventures we plan to launch. We are also going to begin offering memberships. The first year's budget does not depend upon • membership as a significant source of revenue. The second and third years of operations will depend upon two large sources of revenue: a development grant to build the capacity of the center to incubate community partnership businesses (including the training needed), and an extremely robust membership that relies heavily on virtual memberships. Although that is somewhat risky, obtaining the funding noted would require 250 members at a dollar a day for the second year and more people in the third. In addition, however, the revenue is not the foundation of the operating budget. Modest increases in the revenue from the community cooperatives, room rentals, and grants other than the incubator grant should allow us to match our expenses. We have diversified our possible revenue sources to limit our vulnerability. In addition, we anticipate that we will use profits to fund community partnership initiatives and to expand the services we provide to the neighborhood. 1 CONFIDENTIAL - DO NOT DISSEMINATE, This business plan contains confidential, trade-secret information and is shared only with the understanding that you will not share its contents or ideas with third !parties ies V,;ithout the express written consent of the plan author, 17 Neicf;-:!--;,Prt-iDc-i:-.: Financial Highlights by Year $400000 . $300 000 tItitt$ K.-:314 $200,000 i.4-., 1:01:14,-,i - ja - - Sales 'Y Expenses Net Profit Net Loss :,,,',,-‘,.•,,,t,t-.„_; kg,„14,-'4,7; ,.:z,..'--Li $1 0000 0 r,, t $0 - 1 2 3 Years 1 5 1 CONFIDFNTIAL - DO NOT DISSEMINATE. This business plan contains confidential, trade-secret information and is shared only with the understanding that you wilt not share its contents or ideas with third parties vvith,-_-;uir the express written COTISPiLt of th e. p[7.)1-1 al.rti-lor. 18 •-,1r:,i:*T21- 2)orhocc.1 Ceriter RENA Community Center Overview In 2007, this socially cohesive and culturally rich community founded a 501(c)(3) tax- exempt organization — the Rogers Eubanks Neighborhood Association (RENA) -to formalize a long term ad hoc community alliance and movement. As a community- organizing group, RENA needed a place to gather to provide a location for sharing of community resources and development programs. Minister Robert Campbell, RENA Director David Caldwell, and RENA Board Member Barbara Hopkins have formed working relationships with the Orange County Board of Commissioners (BOCC), the Town of Chapel Hill, and the Town of Carrboro as well as members of the wider Orange County, North Carolina community. RENA has been a part of collaborative work groups such as the Landowners Group, Neighborhood Group, Chapel Hill Small Area Plan Task Force, and Enhancement Task Force. RENA Community Center opened its doors in the summer of 2010 and closed them temporarily in August of 2012. The new center seeks to continue to serve the community's needs through its Neighborhood, Opportunity and Wealth (NOW) programming. Neighborhood Programming: Community Garden Celebrating Our Cultures Celebrating Our History Opportunity Programming: Education: Back to School Bash, Tutoring, Adult Education, ESL Health: Wellness Cooperative, Alliance with Piedmont Health • • CONFIDENTIAL - DO NOT DISSEMINATE. This business plan contains confidential, tra.cle-secret information and is shared only with the understanding that you will not share its contents or ideas with third parties without t h e express written consent of the ptan author, • 19 Wealth Programming: Incubating Small Cooperatives: Daycare, Catering Developing Large Cooperatives: Green Enterprises "My hope for this community is that it will be transformed into a major part of the development of Chapel Hill. People have referred to us as being outcast, they have referred to us as being a neighborhood that nobody wants. They have referred to us as being a poor underprivileged neighborhood. And we say, 'See what we see. Look through our eyes and see what we see.'" Management The lead management team consists of David Caldwell and Robert Campbell. For over a decade these men have organized, developed, found funding or donated resources for and run all the programs in RENA's NOW programming except the cooperative incubator. Their experience with RENA itself and their own professional experience prepares them to direct the incubator program as well. The management team will be • assisted by a variety of professional volunteers from around the community during the first five years of the center's operations. • CONE DE NT A . - DO NOT DISSEMINATE. This business elan contains confidential, trade-secret information and is shared only with the understanding that you will not share its contents or ideas with third par-Lies 'D_houi_ the express 1 _ Oa ri Jr. • 20 RENA Neg,hborhood Cantu What We Will Offer Services NOW Programming provides the residents of the RENA neighborhood with opportunities that are either not available at all or not realistically available. Children in the neighborhood do not have many transportation options to get them to and from tutoring, mentoring or even wellness activities that are provided in other neighborhoods. Our seniors are similarly limited. Many of our neighbors work several jobs to make ends meet so activities that could help them must be close if they are going to be used. RENA will not only provide the usual complement of community center activities, but it will also provide the training, the basic services and eventually possibly even the capital to help launch community partnership businesses in the style of Mondragon. We envision a center that will enable the neighborhood to grow economically while allowing the residents currently living here to stay and grow as well. • • • a • CONFIDENTIAL - DO NOT DISSEMNATE. This business plan contains confidential, trade-secret information and is shared only with the understanding that you will not share its contents or ideas with third parties without the express written consent of the Han author, 21 a._ The Rogers/Eubanks Neighborhood Neighborhood Needs Education: Minority students in the Rogers/Eubanks traditional neighborhood are not performing as well as their peers in this area although they are performing better than minorities in the state as a whole. Given the resources available in this area, that result should not be surprising. Academic achievement for African-American students is severely lagging behind school and district averages. Similarly, the Latino/a population and other minority groups of Rogers-Eubanks are recording low academic scores. School Black Latino School • Black Latino District Black Latino State School School total District District total State State total Chapel ,66.0% -74:0% 79-..,7% Hill Hi wome:44 tiovrat4 Zi'..440 , School. 402*Ogg'0001 tlitN014•141 it4 i. Smith 58.3% 65.9% 87.5% 58.8% 65.2% 85.6% 48.5% 54.4% 67.0% Middle School Morris :2=70.5%_ i;:f85-:6% 48.5% 54.4% 67.0% Grove : -1•144 Although there is access to job training, there is little access to the kinds of training that would allow an individual to accumulate wealth. Improving the job prospects of an individual who has a high school degree, or even one who has had some college, is unlikely to get them out of poverty. Reducing poverty requires increasing wealth, not just income. The income improvement that would result in wealth accumulation is CONFIDENTIAL - DO NOT DISSEMINATE. This business plan contains confidential, trade-secret information and is shared only with the understanding that you will not share its contents or ideas with third parties without the express written consent of the plan author. 22 liable to be out of the reach of people currently living in the traditional Rogers/Eubanks neighborhood. Income: According to the 2010 census, there are 44 families living in Census Block 112021 that earn less than $25,000 per year. Per capita, Hispanics in that census block earn 35% of white per capita income and African-Americans earn 67%. Food Access: A household living in this community is only able to contribute, on average, $4,490 towards healthy food options. This is less than the Orange County and United States averages, which are 56,832 and $6,786, respectively. Residents living within the Rogers Road area also lack many local venues from which to purchase healthy foodstuffs. The Rogers Road community only has 1-2 grocery stores within the entire census block (and the block contains more than the traditional Rogers/Eubanks area). There are no stores within walking distance. Many residents in Rogers Road lack the means of transportation to access these grocery stores, and therefore, are unable to access healthy foods. s fi -, 5 Grocery stores t#"B.i.USes) }. (NAIGS44511,2091 by Census r Tract eC B 1. �r r >°2-2 # 2 3 3-37 , ' 4 L ili 9 _ )4-'4 { `f i / i! o T d.�._-_ 0 %o. 10 CONFIDENTIAL - DO NOT D SSEM1NATE. This business plan contains confidential, trade-secret information and is shared only with the understanding that you wilt not share its contents or ideas with third parties without the express written consent of the par 23 Neighborhood Assets The Rogers/Eubanks area has two principal assets: its location and its people. Although its location at the moment is a serious problem because the landfill is still operating, as the landfill closes and the environmental impacts of the landfill diminish through direct action and time passed, the location of the neighborhood will become an asset. Its proximity to the center of Chapel Hill and Carrboro is clearly an asset and its proximity to the proposed North Campus development will make the area even more valuable. The usual way for this kind of development to go would be that developers would offer current neighbors an amount of money for their homes that would exceed the price they could expect to get now. Given the financial circumstances many neighbors are facing, they would likely accept the offer. Although the offer would allow them to buy another home, it would not be enough to allow them to buy in a neighborhood that improved their standard of living since they would either have to move far from town or move to a worse dwelling nearer to town. The move would also destroy the other asset the Rogers/Eubanks neighborhood has: the ability of its people to cooperate for mutual gain. The Rogers/Eubanks neighborhood has been able to provide credible service to its people with basically little outside help. They have community gardens, tutoring programs, programs to get school supplies to its children, neighborhood festivals and outings. The Habitat communities have become full partners in this effort, joining in the Unity in the Community committees and activities. This ability to cooperate is the raw material that will allow the vision of a future where residents remain in the neighborhood while the neighborhood grows because of them and with them. Displacement is neither a desirable nor a necessary ingredient for economic growth. CONFIDENTIAL - DO i-40T DISSEMINATE. This business plan contains confidential, trade-secret information and is shared only with the understanding that you will not share its contents or ideas with third cartie,s the express written consent of the pan author. 24 Strategy and implementation Plan Overview The Rogers/Eubanks neighborhood center will be the nucleus around which a hub will develop for an area stretching from Homestead to Eubanks. The center's activities will help the area become walkable and city-like in the diversity of the kinds of places residents can access on foot. The existence of the community partnership incubator and the services the center will provide along with judicious and inclusive planning will insure that this area becomes the model for growth without displacement nationwide. Positioning Our community center is the locus of growth through cooperation for the neighborhood now and into the future. It is a place for us to come together to decide how to obtain the resources we need for our own growth, our children's growth and the neighborhood's growth. Sustainability in economic growth has got to mean that we do not waste people: it is not enough that we do not despoil the physical environment. Distribution The center fostered the development of a committee, the Unity in the Community committee, that is continuing the discussions, planning and community events during the absence of the physical center.. Even in the absence of a physical place, we have been able to keep up the cooperative spirit we developed during the time we had a physical center. The existence of the center allowed this kind of cooperative spirit to grow sufficiently strong to live during a hiatus. A physical center is necessary for the spirit of cooperation to thrive and the services planned will insure that cooperation becomes the engine of economic growth. • 12 CONFIDENTIAL - DO NOT DISSEMINATE. This business plan contains confidential, trade-secret information and is shared only with the understanding that you will not share its contents or ideas with third parties without the express written consent of the plan author. PENA CF,nt-E,r 25 .. _ incubation I addition to continuing the services already provided, during the first year of the new center, we will develop the capacity to focus the cooperative spirit on the development of community partnership enterprises. The first of these, a catering operation, should begin to help support the center even in this initial year. The incubator planned will enable the development of sophisticated, green and community building enterprises that will attract residents from the wider area from Homestead to Eubanks. Strategic Alliances Th.e RENA neighborhood center has developed many important strategic alliances and is planning many more. Its relationship with the Campus Y has provided the neighborhood with invaluable resources for tutoring, the garden and our events. Our partnerships with the Orange County Board of Commissioners (BOCC), the Town of . Chapel Hill, and the Town of Carrboro as well as members of the wider Orange County, North Carolina community, the Landowners Group, Neighborhood Group, Chapel Hill Small Area Plan Task Force, and Enhancement Task Force has all helped us both understand what we need to do and develop action plans to do it. Our close alliance with Habitat for Humanity has enabled to entire community to come together and plan for our future. Our partnership with the UNC Public Policy Clinic has allowed us to begin developing the business skills we will need for the community partnership incubator. • 13 _ . CONFIDENTIAL - DO NOT DISSEMINATE, This business plan contains confidential, trade-secret information and is shared only with the understanding that you will not share its contents or ideas with third parties scvi:Thout .1•1e express written consent of the pLan author. M 26 RENA Financial Plan Revenue Forecast Financial Plan Year 1 Year 2 Year 3 Sales Room Rentals $5,496 $6,048 $6,348 Membership $18,252 $91,248 $120,000 Daycare Rental $6,000 $6,120 $6,252 Catering $2,400 $17,493 $15,000 Cooperatives Incubation $6,000 $75,000 $75,000 Grounds keeping Young Adults $2,400 $2,520 $2,640 Green Business $0 $3,000 $12,000 Grants $168,000 $84,000 $108,000 Total Sales $208,548 $285,429 $345,240 Direct Cost Room Rentals $3 $3 $3 Membership $1,825 $9,125 $12,000 Daycare Rental $0 $0 $0 Catering $360 $2,624 $2,250 Cooperatives Incubation • $100 $100 $100 Grounds keeping Young Adults $24 $25 $26 Green Business $0 $30 $120 Grants $0 $0 $0 Total Direct Cost $2,312 $11,907 $14,499 Gross Margin $206,236 $273,522 $330,741 Gross Margin % 99% 96% 96% • CONFIDENTIAL - DO NOT DISSEMINATE. This business plan contains confidential, trade-secret information and is shared only with the understanding that you will not share its contents or ideas with third parties without the express written consent of the plan author. 27 e r Financial Highlights by Year $400 000 $300000 - 47,4,1 $200,000 ill Sales Expenses 'f= Net Profit Net Loss ii -1=if $100,000 1. J-itl_rY, - - $0 -71 2 3 Years About the Revenue Forecast These revenue source estimates are meant to encompass a wide variety of revenue sources so that the center can, over time, be sure to be self-sufficient. CONFIDENTiAL - DO NOT DISSEMINATE. This business plan contains confidential, trade-secret information and is shared only with the understanding that you will not share its contents or ideas with third a,-_,r t.i'as w1t,hout the express written consent of the plan author, 28 R.;-1'' A ; : i,.. "rhoiod Ce i- Personnel Plan Personnel Table Year 1 Year 2 Year 3 Administrative Director $40,000 $40,400 $40,804 Program Director $40,000 $40,400 $40,804 Instructor 1 $12,480 $12,480 $12,480 Instructor 2 $12,480 $12,480 $12,480 Instructor 3 $12,480 $12,480 $12,480 Accountant / Grant Writer $12,000 $12,000 $12,000 Total $129,440 $130,240 $131,048 • About the Personnel Plan RENA's center will require both an administrative manager and a program manager if it is to provide programs and facilitate the development of community cooperative businesses. Contract instructor salary will provide the instruction necessary for summer camp, tutoring and other programs. The accounting professional can help provide information needed for grants and help cooperative businesses as well. • 16 CONFIDENTIAL - DO NOT DISSEMINATE. This business plan contains confidential, trade-secret information and is shared only with the understanding that you will not share its contents or ideas with third parties without the express written consent of the plan author. 29 • RF,7-D,■L:‘, '; H.-',,..-N--,:tic..-_: 7,::1;17.,T?..r Budget Budget Table Year 1 Year 2 Year 3 Expenses Salary $129,440 $130,240 $131,048 Employee Related Expenses $16,000 $16,160 $16,322 Community Communications $1,800 $1,800 $1,800 Rent $120 $120 $120 Utilities $14,004 $14,004 $14,004 Supplies $20,004 $20,004 $20,004 Insurance $2,400 $2,400 $2,400 Total Expenses $183,768 $184,728 $185,698 Expenses by Year $200000 -- -- hiliik:;,1W„,,,:7,.472, :::=AFiTiniT!!,^..:;It SNAMT.e0:41 434,,,Wiaigl.A4 ilflial$1 ''."44.galeV*41 1,40V400 - $1 50,000 ta0:44,wiTtr ,,,,„1.0=m-...F16-44,4, ,,,,„,„..1•;,...*.4,,,,,, tritia-.34*"„tiri' gig,1%,,...,t,;-4.e-mt N:.:,;'-', .--i.4r,:::-,i: ,...+,,,,,Kwi.ki.•,,,,,t ,.. .. f.qaqiNitia ;-$.,-4r:i.,,,i,,,,,, .4".4w,i,-Pi,:.- iarthAtir..W ,.,,,,o.,,,t4-,:gtwto Apraft."74 Nreftiti*a 0441124474.!::a. ki,,,, gq44141%At 01MT71'.7'• $50,000 r; , Ljo evivVnia 4- ,Alt fV.'!..Onii ...,:,...7.:vg-i so 2 3 Years • . ) I 7 CONFIDENTIAL - DO NOT DISSEMINATE. This business pan contains confidential, trade-secret . information and is shared only with the understanding that:, yo_u_twri,,I.j1. 1..-iot share its contents or ideas with third n cities Ps ‘,,ilt_hotit. the express wntten consent of the clan , t, _ _ _ , 30 (7,E-ntar About the Budget This budget represent the basic costs of operating the RENA Center. Although the center has been run with donated administrative labor, it is unreasonable to expect a community center to deliver as much as it could over the long run without full time • administrative attention. Although the Red Cross could probably be run for a year in North Carolina on the amount of blood Mr. Caldwell and Rev. Campbell have managed to get from stones, they were not able to spend the kind of time needed to secure funding for the center's future using their diminishing supply of free time. This budget represents a realistic appraisal of what running the RENA Center actually costs. Startup Costs Startup costs will include furnishings, computers, kitchen equipment, legal and other help. We anticipate that the mitigation funds will cover a good deal of these expenses. • • • 18 CONFIDENTIAL - DO NOT DISSEMIN.ATE. This business plan contains confidential, trade-secret . information and is shared only with the understanding that you will not share its contents or ideas with third parties without the express vvritten consent of the plan author. 31 Profit and Loss Statement Profit and Loss Statement Year 1 Year 2 Year 3 Revenue $208,548 $285,429 $345,240 Direct Cost $2,312 $11,907 $14,499 Gross Margin $206,236 $273,522 $330,741 Gross Margin % 99% 96% 96% Expenses Salary $129,440 $130,240 $131,048 Employee Related Expenses $16,000 $16,160 $16,322 Community Communications $1,800 $1,800 $1,800 Rent $120 $120 $120 Utilities $14,004 $14,004 $14,004 Supplies $20,004 • $20,004 $20,004 Insurance $2,400 $2,400 $2,400 Total Expenses $183,768 $184,728 $185,698 Operating Income $22,468 $88,794 $145,043 Income Taxes $0 $0 $0 Net Profit $22,468 $88,794 $145,043 Net Profit /Sates 11% 31% 42% CONFIDENiTIAL - DO NOT DISSEMINATE. This business plan contains confidential, trade-secret information and is shared only with the understanding that you will not share its contents or ideas with third parties without the express -'r"_ten consent r:'f the Man author-. 32 - !---10,:-.1(1 Cle;7ter- Gross Margin by Year 120% fqX*47;sey10 4 itzeNati*4::4 41-W.41,-AP'''''' It tr,wec*, . 80% fri4,-t-;11 (4.),...4.,,*-.*1,--, ,,..„.... ,,.„.,,,,,,,,,,1 i ,vovi4.1 40*I$PC''41.4 AC4PAft,,ri 1-4,451g-fiw::,,,-,1 [9111P 1'- 50% - --stitt:40041 Atilils-:z.1 -timiligpi* g-4,71,,v0;i:&6,, ■lifisP4V4,4:441:40t 0431:**Pk--- ''''4".4-1,;t:.* „ Wei,450.-Mi Aft: Ptail L.; % g_ -nntiONe. ---:,-,014,04,.q. 20% 0% 1 2 3 Years Net Profit (or Loss) by Year $175,000 $150,000 IfICA:=RA!::;g:qt; $125,000 till-W4V0,0-.KAi $100,000 ?flititii4VAAN 444,101.44171.t.,`. 00,111‘:;:l,If:;. 4 44$441443' 411,4e-444To:,,Z ymtlporcloesw $75.000 etf044,144.4* - '32'06.4t3ilik4, ifiNttik,t51:3P1 4,419y.M44100*' $50,000 - — .-'.- ''. .-- ,--,.,-:,-,.:,:!,.-4::1-.4.bii': lici4W44X .1„,,ewoe.500-4., 404414* 525,000 17:,,P4iiilt'' .,,t.W•,,.,!..,'. -1,--ti l so 1 2 3 Years _ 1 20 . CONFIDENTIAL - DO NOT DISSEMINATE. This business plan contains confidential, trade-secret information and is shared only with the understanding that you will not share its contents or ideas with third parrs '..vithe■it the express written consent of the r.)17,,r1 author 33 F. -, h` C h r,,._,f t C n P" About the Profit and Loss Statement The first year of operation we are anticipating that the mitigation fund will supply approximately $170,000 in operating funds. In addition, we should receive revenue from room rentals (including a daycare), some from a few small community partnership ventures we plan to launch. We are also going to begin offering memberships. There will be two kinds of memberships: local neighbor members and virtual neighbor members. Local memberships will be very inexpensive and will allow people living in the immediate area to participate in all activities. Set at the "couch change" level, it should be well within the means of all residents. The first year's budget does not depend upon membership as a significant source of revenue. Virtual membership will allow people to participate in webinars, virtual and physical events and a newsletter. The Rogers/Eubanks community is in touch both with its history and creating a future that shows we can grow without displacement. People will want to be a part of that. The second and third years of operations will depend upon two large sources of revenue: a development grant to build the capacity of the center to incubate community partnership businesses (including the training needed), and an extremely robust membership that relies heavily on virtual memberships. Although that is somewhat risky, obtaining the funding noted would require 250 members at a dollar a day for the second year and more people in the third. In addition, however, the revenue is not the foundation of the operating budget. Modest increases in the revenue from the community cooperatives, room rentals, and grants other than the incubator grant should allow us to match our expenses. We have diversified our possible revenue sources to limit our vulnerability. In addition, we anticipate that we will use profits to fund community partnership initiatives and to expand the services we provide to the neighborhood. CONFIDENTIAL - DO NOT DISSEMINATE. This business plan contains confidential, trade-secret information and is shared only with the understanding that you will not share its contents or ideas with third parties without the express written consent of the plan author. o ro o N It's Time for s --.,, Illikelf,--, c° Wm 9 r • 1 Change r y ,3- Pr;, for N ,., , 9._ , ACTIO Here's 4 n f - � -M ® Join the Coalition a:E Sign up today.Share your experience and °' expertise by attending RENA LEER business ' and strategy meetings. �� - �x '' �R • Sign up today.Share the vision with your '•I ;I). �-- Jv �I favorite organization and bring them along t=w� as a Coalition Environmental Partner. Share Your Skills , Volunteer to help with one of our existing If ' projects,or bring ideas for new projects! Work in the garden,tutor a child,or parficipate in . _-oirz,._, ...,..: community education workshops. Are you a grant writer?Do you enjoy working with elected „, _,t1.,Lit.T.,;officials and other community organizations to effect change?There are many ways you can be 7, -� involved! t E. If your spare time is committed,support thoseg "r � � a who are working on your behalf.Join the Coalition and make a donation today.Your 4 ,, �,'- . Q contribution will help defray the expenses for community center operations as well as outreach ,<;_ V i � ,, and advocacy programs. j 4' Give today-whatever you can-every dollar �” puts us closer to our goal to build healthy Q communities and eradicate environmental racism! r RENA (919)929-1700 ,, i P.O.Box 16903 •Chapel Hill,N.C.27516 �_ Project Director•Mr.David Caldwell (919)6990637-4442 www.ro ersroad.word ress.com i V ,fr WHAT WE'RE DOING • Created community-facilitated strategies to educate j ,.;, } p s residents, the general public, media, and politicians about k" RENA-CEER objectives: ongoing problems in the community. n l n.�o.,the a'ailability Of adequate public funding so that • Published Rogers Road, a Community History tl 1,`, all Rogers-Eubanks community residents can have the basic serv- (compiled by Emily Eidenier Pearce) Cl p , i ices including clean drinking water and public sewer services. •Established the Rogers-Eubanks Community Garden t L 1= •Established the Rogers-Eubanks Community Center Provide outreach advocacy,onsite training and technical •Participated in and hosted the NC Environmental assistance for low-income communities,particularly communi- Justice Network's statewide Environmental Justice Summits -, The Rogers-Eubanks Coalition _ ties of color focusing on water, solid waste, sanitary waste and •Advised other struggling communities in the state storm water issues affecting them, about strategies for mobilizing community members and Restoring Environmental Justice organizations to affect public health policy. to Disadvantaged Communities Educate.Chapel i1iIl!Caarrboro/Orange County residents and organizations about environmental justice and its relationship Community Partnership to water,sanitary waste,and solid waste,fire,police,and emer- gency services. In its March 2000 report,the National Environmental RENA-CEER: ARE In Advisory Council concluded that "Waste Transfer Promote,monitor, and influence environmental protce Stations are sited disproportionately in areas adjacent to For nearly one hundred and fifty years,African-American bon policies and practices affecting drinking water quality, poor communities and communities of color." families have lived in what is now known as the Rogers-Eubanks sewage, solid waste, fire, police, and emergency services in The New York Times reported on September 2,2007 Community, in the northern part of Chapel Hill and Carrboro, Orange County,North Carolina. North Carolina. In the late 1800s, Rogers Road was a wagon that "low-income communities . . . shelter most of track through black-owned,family farmland that stretched from Our Projects Include: America's polluting facilities" and that African Americans Homestead Road to Eubanks and Millhouse Roads. Following •The Rogers-Eubanks Community Center are"79%more likely than whites to live in areas where air emancipation,community leader Morris Hogan founded a school •The Rogers-Eubanks Community Garden pollution levels pose health risks." for black children;it served the neighborhood for generations. (a teaching garden) Professor Robert Bullard of Clark Atlanta University,a pioneer and expert in environmental justice issues since As decades passed,the land was handed down to children - a , 0iv, 1978,says that"the people who live closest"to"a lot of dif- and grandchildren. Some land was lost to debt or simply sold. _MP- . T " 7� :'t ferent waste facilities"are the people"who have the fewest However,African Americans continued migrating to the commu- r r i 4 1w resources,"those who are"most vulnerable."This"doesn't nity;they continued to purchase land and establish homes.Today, ` , ` 'b �a y mean that[they] should be dumped on." a predominantly low-income neighborhood, the Rogers and Q h � _�._ RENA-CEER wants to reverse this pattern of vulnera- Eubanks Community nevertheless remains socially cohesive and "� Iti t:1:' t bIli by helping disadvantaged to c reverse this ties mobilize the■ culturally rich. , : ,. p it_r ' . f . 1} f owe that comes from within. Through education,advoca- 9 s t r _:J .�� i power , The Rogers-Eubanks Neighborhood Association (RENA) cy, and community-based partnerships, these communities was begun in 1972,when residents were faced with the local gov- •Outreach with local schools: tutoring and mentoring can affect public health policy and improve the health and ernents' decision to site a regional landfill in the community. •Community workshops for youth and adults safety of their residents. m RENA was registered as a 501(c)3 organization in 2007. •The Back-to-school Bash(an annual celebration to Invitation to the White House provide school supplies and help families prepare Its goals were to reverse government decisions to expand for the new school year) solid waste operations and facilities in the community(including •Community-based research: Air and water quality In recognition of RENA's and CEER's continuing a solid waste transfer station),to redress the injustices that affect testing efforts to promote socially and environmentally responsible the health and safety of residents in the neighborhoods that abut •Networking,advocacy,and training:teaching other policy-making, co-chair Minister Robert Campbell was the Orange County Landfill,and to ensure that Rogers-Eubanks communities how to affect public health policy invited in 2009 to participate in a White House forum on Community residents and all North Carolinians have affordable public health,clean energy,and environmental justice. access to safe drinking water, sanitary waste disposal,and safe communities. To expand its base of support and further its goal Success Stories of advocating for environmental justice across North Carolina, RENA created the Coalition to End Environmental Racism (CEER). • Convinced local government to permanently remove the entire Rogers-Eubanks community from consideration as the site ry" , Today,RENA-LEER includes neighborhood residents,resi- for waste transfer station and other undesirable public facilities. rte dents of greater Orange County, staff and students from UNC, • Partnered with UNC Chapel Hill researchers and thela�r C t , t , a °�a tcommunity faith-based organizations,and other groups and indi- Daniel A.Okun Chapter of Engineers Without Borders to admin- 0 [t° i ,:viduals who want to work toward building healthy communities. ister a household water and sewer infrastructure survey and test �i i' ll surface and drinking water quality and air quality (Community- _ / . 1� 11, � j:_to tYa� dill