HomeMy WebLinkAbout2014-312 Co. Manager - Jackson Center for Historic Rogers Road Community $50,000 3r1 z
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NORTH CAROLINA
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ORANGE COUNTY PERFORMANCE AGREEMENT
THIS Agreement, made and entered into the 'I°1 tl^ day of June, 2014 by and between Orange
County, a Political Subdivision of the State of North Carolina hereinafter referred to as"County"
and the Marian Cheek Jackson Center for Saving and Making History, a North Carolina
Nonprofit Corporation, hereinafter referred to as "Jackson Center." Each may be referred to as
"Party"and together as"Parties."
WITNESSETH
WHEREAS, the proposed activities support the goals of the County and of the residents the
Historic Rogers Road Community; and
WHEREAS, the County, in partnership with the Town of Carrboro and Town of Chapel Hill,
desires to support the Jackson Center in its community advocacy role as outlined in the scope of
work titled Outreach Work Plan; RENA/Jackson Center/Rogers Road Partnership Proposal
attached hereto for reference and hereafter referred to as"Scope of Work"; and
WHEREAS, it is understood and agreed that the purpose of this Agreement is to outline the
responsibilities of the County and the Jackson Center.
NOW THEREFORE, in consideration of the above mutual covenants and conditions hereinafter
set forth,the County and the Jackson Center agree as follows:
1. County Responsibility
At its meeting March 6, 2014 the Board of Commissioners of County authorized the
appropriation up to $50,000 from the County's general fund for the purpose of providing
community advocacy to "identify action steps to provide sewer services to the Rogers Road
Neighborhood and lay the groundwork for a master plan."
2. Payment and Reporting
A. Payment
Upon submission of a verifiable invoice County shall pay Jackson Center for work performed in
accordance with the Scope of Work. Upon execution of this Agreement and commencement of
work Jackson Center may submit an invoice for $13,175.00. Remaining verifiable invoices may
be submitted upon completion of work as described in the Scope of Work. County shall make
payment on all verifiable invoices within thirty (30) days of receipt of said verifiable invoices.
Final payment by County is contingent upon Jackson Center's verification that all work as
described in the Scope of Work has been completed.
B. Reporting
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Jackson Center shall provide County, by delivery to the County Manager, reports detailing the
work as described in the Scope of Work. Such reports are to be submitted monthly during the
Term.
3. Time of Performance
This contract covers the period from June 15,2014 through September 30, 2014.
4. Financial Records
The Jackson Center agrees to allow the County to inspect its financial books and records relating
to the work performed pursuant to the Scope of Work and this Agreement upon reasonable
notice during normal working hours.
5. Scope of Work
Jackson Center agrees to provide the services described in the Scope of Work attached hereto.
These services shall be provided to Orange County and the residents of the Historic Rogers Road
Community. Jackson Center agrees to maintain a high level of professionalism in the provision
of these services.
6.General Conditions
A. General Compliance
Jackson Center agrees to comply with all applicable federal, state, and local laws,regulations,
and policies governing the funds provided under this Agreement.
B. Workers' Compensation
Jackson Center shall provide Workers' Compensation Insurance coverage for all of its employees
involved in the performance of this Agreement.
C. Insurance and Bonding
Jackson Center shall carry general liability insurance with minimum coverage amounts of
$1,000,000 per occurrence and $2,000,000 aggregate limit. It shall also carry Professional
Liability insurance with minimum coverage amounts of $1,000,000 per occurrence and
$1,000,000 aggregate limit.
D. Amendments
County and Jackson Center may amend this Agreement at any time provided that such
amendments make specified reference to this Agreement, and are executed in writing, signed by
a duly authorized representative of both organizations. Such amendments shall not invalidate
this Agreement,nor relieve or release the County or the Jackson Center from their obligations
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under this Agreement. In its discretion, County may amend this Agreement to conform with
federal, state, or local governmental laws,guidelines,policies and available funding amounts, or
for other reasons. If such amendments result in a change in the funding,the services,or schedule
of the activities to be undertaken as part of this Agreement, such modifications will be
incorporated only by written amendment signed by both the County and Jackson Center.
E. Suspension or Termination
L Either Party may terminate this Agreement at any time by giving written notice to the
other Party of such termination and specifying the effective date thereof at least 30
days before the effective date of such termination. In the event of any termination for
convenience, all unfinished documents, data, reports or other materials prepared by
the Jackson Center pursuant to this Agreement shall, at the option of the County,
become the property of the County, and the Jackson Center shall be entitled to receive
just and equitable compensation for any satisfactory work completed on such
documents or materials prior to the termination.
ii. In the event that the Jackson Center shall cease to exist as an organization or shall
enter bankruptcy proceedings or be declared insolvent, or liquidate all or substantially
all of its assets during the term of this Agreement, or materially fails to comply with
any term of this Agreement or with any of the rules, regulations, or provisions
referred to herein, or in the event that the Jackson Center shall fail to render a
satisfactory accounting as provided herein, then and in that event, the County may
suspend or terminate that Agreement.
F. Assignability_
Jackson Center shall not assign or transfer any interest in this Agreement without the prior
written consent of the County thereto; provided, however, that claims for money due or to
become due to the Jackson Center from the County under this Agreement may be assigned to a
bank, trust company, or other financial institution without such approval. Prior notice of any
such assignment or transfer shall be provided to the County.
G. Conflict of Interest
Jackson Center has no financial interest and shall not acquire any financial interest, direct or
indirect, which would conflict in any manner or degree with the performance or provision of
services required under this Agreement. Jackson Center further covenants that in the
performance of this Agreement no person having such a financial interest or who will benefit
from the funded activity shall be employed or retained by the Jackson Center hereunder. These
conflict of interest provisions apply to any person who is an employee, agent, consultant or
officer of the Jackson Center or elected or appointed official of the County, or those with whom
they have business or immediate family ties.
7. Hold Harmless
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Jackson Center hereby agrees to defend, indemnify, and hold the County harmless against any
claims or actions from damage, injury, or death relating to or arising out of the use of County
funds or due to acts or omissions of the Jackson Center's egiployees, contractors, or agents.
8. Administrative Requirements
Documentation and Record-Keeping
A. Maintenance of Records
Jackson Center shall maintain all records that are pertinent to the activities to be funded under
this Agreement. Such records shall include but not be limiti: d to:
i. Records providing a full description of each activity undertaken;
ii. Records required to determine the eligibility of activities;
iii. Financial records; and
iv. Other records necessary to document compliance as determined by the County.
B. Retention of Records
Jackson Center shall retain all records pertinent to expenditures incurred under this Agreement
for a period of five (5) years after the termination of all activities funded under this
Agreement. Records for non-expendable property acquired with funds under this contract shall
be retained for five(5)years after final disposition of such property.
C. Access to Records
Jackson Center shall furnish and cause each of its subcontractors to furnish information and
reports required hereunder and will permit access to such subcontractors' books, records, and
accounts by the County, or other authorized officials for purposes of investigation to ascertain
compliance with the rules, regulations and provisions stated herein.
9. Nondiscrimination
Jackson Center will not discriminate against any employee because of race, color, creed,
religion, ancestry, national origin, sex, disability or other handicap, age, marital/familial status,
sexual orientation, gender identity, gender expression; or status with regard to public
assistance. The Jackson Center will take affirmative aOtion to insure that all employment
practices are free from such discrimination. Such employment practices include but are not
limited to the following: hiring, upgrading, demotion, transfer, recruitment or recruitment
advertising, layoff, termination, rates of pay or other forms of compensation, and selection for
training, including apprenticeship. The Jackson Center agrees to post in conspicuous places,
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available to employees and applicants for employment, notices to be provided by the contracting
agency setting forth the provisions of this nondiscrimination clause.
10. Severability
If any provision of this Agreement is held invalid, the remainder of the Agreement shall not be
affected thereby and all other parts of this Agreement shall nevertheless be in full force and
effect.
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IN WITNESS WHEREOF, the parties hereunto cause this agreement to be executed in their
respective names.
MARIAN CHEEK JACKSON CENTER FOR SAVING AND MAKING HISTORY
btuhs-% VQ0-',U--q, v Apt 4- L,/
Printed Name and itle
Atted Printed Name and Title 0
ORANGE COUNTY
B aco
Chair, and o 4ty Co issioners
Attest:
Clerk to the Board
Approv d as to Form and Authorization
� �'arolina
ty A rney
This instrument has been pre-audited in the manner requited by the Local Government Budget
and Fiscal Control Act.
OFFICE OF THE CHIEF FINANCE OFFICER
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Outreach Work Flan
RENA/Jackson Center/Rogers Road;Partnership Proposal
EXHIBIT A: Work Program
1. OVERVIEW
The objective of the Marian Cheek Jackson Center (MCJC) is to work in
partnership with Rogers Eubanks Neighborhood Association (RENA) to
undertake an extensive community engagement initiative in the Historic Rogers
Road Neighborhood as defined by the 2013 Task Force Report. This initiative
will connect to all 86 Historic Rogers Road parcets and involve an even broader
number of stakeholders in discussion about implOmentation of the sewer project
and implications of potential development after i sewer installation. This effort
will be grounded in a collaborative and participa$ory process within the Historic
Rogers Road Neighborhood. It will leverage RENA's strengths and connections,
and it will utilize the experience that the Jackson i Center has gained through the
Northside Project and the Sustaining Ourselves j coalition work. We will also
collaborate with (and contract) mapmakers and technical support to ensure that
the deliverables and synthesis documents last far beyond the Jackson Center's
active role.
2. OBJECTIVES
The main objectives of this effort will be:
1) To affirm neighborhood interests and aspirations throughout the
community in collaboration with RENA and other Rogers Road leaders.
2) To reach and engage owners of all 86 parcels identified in the Historic
Rogers Road Neighborhood plans in discussions about implications of
potential development after sewer installation.
3) To engage, preserve, and organize the history of the Historic Rogers Road
Neighborhood.
4) To help residents prepare for sewer inst4llation and begin discussions
about broader community development (frameworks that would help
protect and preserve Historic Rogers Road and lay the groundwork for
proactive participation in future development conversations and plans.
5) To provide technical support to RENA andj the three jurisdictions to meet
broad-based goals in timely and comprehensive manner.
6) To synthesize data, feedback, and strategies in forms that will be useful
for the Historic Rogers Road Neighborhood, Orange County, the Town of
Chapel Hill, and the Town of Carrboro.
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3. SCOPE OF SERVICES
Concentration 1: Historical Research and Stakeholder Connection
Leaders from the Historic Rogers Road Neighborhood have organized the
community for decades. Our collaborative model builds on the history and
strengths of their past and present organizing and community work. We will
begin with an initial intensive review of historical efforts and archival
documents. We will connect with community and municipal stakeholders to
understand interests and map existing networks. We utilize creative
community-based projects to honor and mobilize history in ways that engage
residents and other stakeholders and opens dialogue.We see this work as
foundational to coalition-building and planning processes.
The scope of work will include the following:
• Review extensive historical documents from RENA and municipal
archives
• Research past and current community organizing efforts to map networks
and identify gaps in outreach efforts and household data sources
• Host small group meetings with stakeholders,municipal leaders,long-
term, and newer neighbors to engage history of efforts and develop a clear
sense of current interests, concerns, and aspirations of various
stakeholders.
• Conglomerate most useful historical information and identified gaps as
guide to engagement and communication efforts
Concentration 2: Broad-based community engagement and communication
This will be the primary focus of our effort: three months of intensive outreach,
communication, and engagement. We will use broad-based communication
(door-to-door conversations,small and large group community forums,church
outreach, oral histories,community newsletters,etc),community-mapmaking,
and data organization to deepen civic engagement, address identified outreach
gaps, and ensure that all historical parcels are reached. We will focus
conversations on implications of various potential development scenarios and
plans for prudent and equitable growth after sewer installation.
The scope of work will include the following:
• Support and implement broad-based communication strategies that have
been successful in Northside. These efforts will allow us to reach and
involve households across the neighborhood,with a particular focus on
the 86 identified historical parcels.
• Gather and conglomerate household and community data into a
community-owned database that allows RENA to organize and access all
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needed data easily and provide information necessary for Orange County
and the municipalities to implement the sewer project.
• Initiate a community mapmaking initiativo,,to utilize neighborhood
expertise, assess potential development scenarios, and engage
neighborhood interests (by contracting mapmaker with extensive
expertise in coalition-building through ma0ping)
Concentration 3: Synthesis and groundwork for long-term planning
In our initial analysis,current efforts can be supplemented by: 1) synthesis of
community aspirations,feedback and strategies to address concerns, and data on
parcels and households transparent for all stakeholders,and 2) laying the
community groundwork for addressing questions)about potential development
and growth in a proactive manner. The primary goals of the Historic Rogers
Road Neighborhood Task Force were to identify ways to provide sewer and to
support/sustain the community center. As the ju>fisdictions proceed with these
goals,engaging neighbors in discussions about potential development and
broader community needs and aspirations will help ensure inclusivity and
provide protections for the Historic Rogers Road neighborhood. Our efforts will
allow all stakeholders to see that the "gives' and gets" of options are being
discussed, considered,and clarified by neighbors os implementation of the goals
proceed.
The scope of work will include the following:
• Provide weekly intensive technical assistance to RENA and other
community leaders to clarify action steps arnd host conversations about
the implications of potential development scenarios
• Coordinate monthly meetings between community stakeholders and key
staff of each of the municipalities to discuss!: efforts and lingering
questions
• Consolidate partnerships in the Historic Rogers Road Neighborhood for
more effective creation of an implementation strategy.
• Identify potential make-up of a future"compass" group,including long-
term and newer neighbors outside of the public eye.
• Create synthesis document that includes clear summary of interests and
aspirations, community maps, and relevanti data of the historic
neighborhood.
• Incorporate feedback with Historic Rogers Load Neighborhood leaders as
basis for action plan.
• Present synthesis document by end of scope of work,with mobilized
outreach strategies to address questions by relevant government meetings
along the way.
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EXHIBIT B: Timeline and Compensation
Timeline for 3 areas of concentration and intensive engagement:
June 15-September 30*
Benchmarks will be decided on in collaboration with partners.
*We will provide additional technical support for RENA beyond scope of the
contract but the deliverables will be completed by mid-August.
Compensation:
Our model for compensation balances several pieces:
1) We will be utilizing our most experienced staff for nearly full-time
intensive work over 3 months to ensure that work is completed in a
timeline and comprehensive manner (over 700 hours of professional staff
time).
2) We will be sub-contracting RENA for significant weekly neighborhood
organizing and connection,historical exploration, and capacity building.
Like our initiative with Self-Help, our subcontract with RENA will go
beyond staffing time to include program support that enable their staff to
fully participate in this effort and forward overall community goals.
3) We will be sub-contracting professional mapping and design services and
other technical expertise that will be necessary for effective synthesis,
neighborhood connections
Area 1: Historical Research and Stakeholder Connection $8,600
Area 2:Broad-based community engagement and communication $30,500
Area 3: Synthesis and groundwork for long-term planning $10,850
Total Compensation: $49,950
*The total compensation includes all staff costs, sub-contracts (RENA,mapping,
database,technical and design, etc) and program support that will enable this
initiative to be successful.
Initial advance: We are requesting initial payment of at least$13,175 (Area 1 plus
15% of area 2) to enable full immediate staffing commitment. The rest of
disbursements can be along the way as benchmarks are completed.
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Wednesday:June 18,2014
Administrative Updates
■ Fundraising Success
■ New Cleaning Schedule and Front Desl�
■ Inventory Systems Update
■ Social Media Plan this Week
■ Lime Fundraiser/Heavenly Groceries Dlinner
Housing and Home