HomeMy WebLinkAboutAgenda 8-c - Family Success Alliance – Agreements for Navigator Program
ORANGE COUNTY
BOARD OF COMMISSIONERS
ACTION AGENDA ITEM ABSTRACT
Meeting Date: May 15, 2018
Action Agenda
Item No. 8-c
SUBJECT: Family Success Alliance – Agreements for Navigator Program
DEPARTMENT: Health
ATTACHMENT(S):
Orange Congregations in Missions
(OCIM) Agreement
Empowerment, Inc. Agreement
INFORMATION CONTACT:
Quintana Stewart, 919-245-2412
Coby Jansen Austin, 919-245-2070
PURPOSE: To approve two agreements totaling $452,325 (OCIM - $213,601 and
Empowerment, Inc. - $238,724) to implement the Family Success Alliance Zone Navigator
Program in zones 4 and 6, respectively.
BACKGROUND: The Family Success Alliance (FSA) is a collective impact initiative whose goal
is to close the opportunity gap in Orange County. FSA engages in individual-level and systems-
level work to strengthen the pipeline of success from cradle to college and career. FSA is
currently working in 2 of the 6 zones that originally applied to be a part of the initiative. To do
this work, FSA brings together community members, school systems, local government
agencies, non-profits, and other community leaders to strategize and align efforts. FSA also
partners directly with students and their families through direct programming. The work is
facilitated by a core group of staff located at the Orange County Health Department and
overseen by the Family Success Alliance Advisory Council, the newly formed FSA Parent
Council, and the Board of Health.
The Navigator Program is a key element that connects to all aspects of FSA and is modeled
after Northside Achievement Zone’s Family Achievement Coaches. Navigators are proven
leaders in the community who are selected based on deep community roots, shared experience
with families, and being active leaders in their communities. Peer navigators have the lived
experience of struggling to make ends meet and are able to culturally and linguistically connect
with families. The County contracts with local community-based organizations to employ the
navigators in the zones in which they work. This allows them to be physically and philosophically
close to the community, benefit from the mentorship of seasoned community leaders, and
increase the capacity of existing neighborhood organizations.
FSA incrementally scales its reach by enrolling a new cohort each year. FSA’s Ready for K
summer camp has the capacity to reach 90 zone students each year, of whom navigators recruit
45 families. Each 1.0 FTE (full time equivalent) navigator is paired with 20 families, therefore
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FSA is requesting an increase of 2.25 FTE Navigators for FY 2018-19 to be able to recruit new
45 families into the program. This brings the total navigator FTE to 8.25, per the chart below.
Fiscal
Year
Cohort
#
# new
families/
cohort
Total #
families
% Reach
(families with
children 0-11
years)
Additional
Navigator per
new cohort
Navigator
FTE Total
FY 15-16 1 34 34 4% 2 2
FY 16-17 2 41 75 10% 1.75 3.75
FY 17-18 3 45 120 15% 2.25 6
FY 18-19 4 45 165 20% 2.25 8.25
Host Agencies:
• Zone 4: In FY 2015-16, Mental Health America of the Triangle (MHAT) was the initial zone
host for 2 navigators at 0.5 FTE each (without benefits). MHAT was a small mission-aligned
organization based in zone 4. In 2016, MHAT merged with Freedom House Recovery Center
(located in Chapel Hill), which hosted the navigators for two years, and the Health
Department is now proposing to host the navigators at OCIM, which is physically located in
the zone and more deeply connected at the grassroots level. The proposed budget for FY
2018-19 is $213,601 for 3.75 FTE with benefits.
• Zone 6: Empowerment, Inc. has been the host agency in zone 6 since FY 2015-16. The
original contract was for 2 navigators at 0.5 FTE each (without benefits), and the proposed
budget for FY 2018-19 is $238,724 for 4.5 FTE with benefits. This budget is in addition to a
$28,000 in-kind contribution from Empowerment, Inc. to support the program.
The attached agreements are for a one-year period and will cover all necessary salary, benefits,
training, supplies, mileage, space, and supervision. All navigators earn in excess of the
projected FY 2018-19 Living Wage of $14.25.
FINANCIAL IMPACT: The total agreements cost for a one year period is $452,325. Funding for
the agreements is included in the Manager’s Recommended FY 2018-19 Health Department
budget. FSA has applied for outside grant resources to enhance the supervisory capacity to
support the requested FTE increase.
SOCIAL JUSTICE IMPACT: The following Orange County Social Justice Goals are applicable
to this item:
• GOAL: FOSTER A COMMUNITY CULTURE THAT REJECTS OPPRESSION AND
INEQUITY
The fair treatment and meaningful involvement of all people regardless of race or color;
religious or philosophical beliefs; sex, gender or sexual orientation; national origin or
ethnic background; age; military service; disability; and familial, residential or economic
status.
• GOAL: ENSURE ECONOMIC SELF-SUFFICIENCY
The creation and preservation of infrastructure, policies, programs and funding necessary
for residents to provide shelter, food, clothing and medical care for themselves and their
dependents.
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• GOAL: CREATE A SAFE COMMUNITY
The reduction of risks from vehicle/traffic accidents, childhood and senior injuries, gang
activity, substance abuse and domestic violence.
Family Success Alliance touches on these three BOCC Social Justice Goals through its
comprehensive approach that includes reducing the inequities that result in the academic
opportunity gap, working with families through the Navigator program and with partners to
increase economic self-sufficiency, and helping families and the community address issues
related to community safety, such as behavioral health concerns and domestic violence.
RECOMMENDATION(S): The Manager recommends that the Board approve and authorize the
County Manager to sign 1) the attached Agreements contingent upon the Board’s approval of
the associated funding included the Manager’s FY 2018-19 Budget, and 2) any subsequent
amendments or renewals of those Agreements.
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ORANGE COUNTY HEALTH DEPARTMENT FAMILY SUCCESS ALLIANCE
OUTSIDE AGENCY PERFORMANCE AGREEMENT
ORANGE CONGREGATIONS IN MISSION FY 2018-19
THIS AGREEMENT, made and entered into the first day of July 2018, (“Effective Date”) by and
between the County of Orange, a political subdivision of the State of North Carolina, 200 South Cameron
Street, Hillsborough, North Carolina, 27278, on behalf of the Orange County Health Department
("County") and Orange Congregations in Mission, located at 300 Millstone Drive, Hillsborough, NC 27278
(“Provider”).
WITNESSETH:
WHEREAS, it is in the interests of the County that said program be assisted by the County and thereby
enhance its availability to residents of the County, and said program addresses an important community
human services need, as identified by the Board of Commissioners;
NOW, THEREFORE, in consideration of the above and the mutual covenants and conditions hereafter set
forth, the County and Orange Congregations in Mission agree as follows:
1. Term of the Agreement. The term of this Agreement shall be a program year beginning July
1, 2018 to June 30, 2019.
2. Scope of Services.
a. Provider will provide services, as outlined in the attached Outside Agency Funding
Application Scope of Services and any amendments or revision thereto which is attached as
Exhibit “A” and incorporated by reference, to the residents of Orange County. The Scope
of Services may be different from the original application based on County appropriation;
however, any revisions or amendments to this Agreement must be approved in writing by
the County and attached to this Agreement.
b. The Provider shall be solely responsible for the means, methods, techniques, sequence,
safety program and procedures necessary to properly and fully complete the work set forth
in the Scope of Services.
3. Funding.
a. The County agrees to appropriate for the provision of services described in Exhibit A,
Scope of Services and more particularly described in the Program Budget, the maximum
sum of two hundred thirteen thousand six hundred one dollars ($213,601).
b. All funds appropriated shall be used for purposes described in Exhibit A. Any funds not
used for the purposes stated shall be returned to the County. Any changes in the use of
funds must be authorized in writing by the County prior to any expenditure of the funds by
the Provider. If the funds are expended not in accordance with the Scope of Services, at the
discretion of the County the Provider may be required to repay the funds to the County.
c. The Provider shall be paid thirty four thousand dollars ($34,000) upon receipt of the fully
executed agency’s performance agreement. The Provider shall properly submit to County
an accounting of expenditures within fifteen (15) days of each month’s end. The remainder
of the maximum amount appropriated by the County as provided in (a) will be paid in
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monthly installments, based upon Provider’s actual expenditures, within thirty (30) days of
receipt of an invoice and accounting of Provider’s actual expenditures properly submitted
to County.
d. The County’s obligation to make additional payments is contingent upon receipt of
quarterly Progress Reports, which show satisfactory progress toward completion of
performance measures and an accounting of expenditures as detailed in the attached Scope
of Services.
e. Once Provider has satisfied its obligations as provided in (d) final payment will be made
within 21 days after receipt of the Progress Report and Request for Reimbursement or 21
days after due date of Progress Report whichever is later.
f. The County is not obligated to provide any other support to Provider in this or in
succeeding fiscal years.
4. Agency Reporting.
a. Provider will provide Orange County a Progress Report by 10/15/18, 1/15/19, and 4/15/19
that includes a summary of satisfactory progress toward completion of performance
measures. Provider will also provide a Final Report by 7/15/19 that includes a fiscal report
and final evaluation and performance measures as outlined in Exhibit A.
b. Provider agrees to allow the County to inspect its financial books and records, which
document costs of those services, upon reasonable notice during normal working hours.
5. Termination.
a. In the event of any of the circumstances set forth below (hereinafter referred to as
“default”), the County may immediately terminate this Agreement, in whole or in part, and
from time to time. Notice of termination must be in writing, state the reason or reasons for
the termination, and specify the effective date of the termination:
i. In the event that Provider shall cease to exist as an organization or shall enter
bankruptcy proceedings, be declared insolvent, or liquidate all or substantially all
of its assets, or significantly reduce its services or accessibility to Orange County
residents during the term of this Agreement; or
ii. In the event that Provider shall fail to render a satisfactory accounting as provided
section 4 above, the County may terminate this Agreement and Provider shall
return all payments already made to it by the County for services which have not
been provided or for which no satisfactory accounting has been rendered; or
iii. In the event of any fraudulent representation by the Provider in an invoice or other
verification required to obtain payment under this Agreement or other dishonesty
on a material matter relating to the performance of services under this Agreement.
iv. Nonperformance, incomplete service or performance, or failure to satisfactorily
perform any part of the work identified in the Scope of Services or to comply with
any provision of this Agreement, as determined by the County in its sole discretion.
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v. Failure to adhere to the terms of applicable county, state or federal laws,
regulations, or stated public policy.
b. In the event of default by the Provider, the county may elect to terminate this Agreement, in
whole or in part and/or require the Provider to repay the funds within ten (10) business days
from written notice of default. The County may (but shall not be required to) grant the
Provider an opportunity to cure the default without termination of this Agreement. This
clause shall not be interpreted to limit the County’s remedies in law or in equity.
c. Notwithstanding the foregoing, either party may terminate the agreement at any time
without penalty; provided that written notice of such termination is furnished to the other
party at least 30 days prior to termination. In the event of such termination, any payment
due shall be prorated to the date of termination and any unused funds shall be returned to
the County within 10 days of termination.
d. Any termination of this Agreement for default under this section that is later deemed to be
unjustified shall be deemed a termination for convenience.
6. Insurance.
a. General Requirements. The Provider shall purchase and maintain, during the period of
performance of this Agreement, insurance:
i. Worker’s Compensation. For protection from claims under workers' or workmen's
compensation acts;
ii. Comprehensive General Liability Insurance covering claims arising out of or
relating to bodily injury, including bodily injury, sickness, disease or death of any
of the Consultant's employees or any other person and to real and personal property
including loss of use resulting thereof;
iii. Comprehensive Automobile Liability Insurance, including hired and non-owned
vehicles, if any, covering personal injury or death, and property damage; and
b. Limits of Coverage: Minimum limits of insurance coverage shall be as follows:
INSURANCE DESCRIPTION MINIMUM REQUIRED COVERAGE
• Worker's Compensation Limits for Coverage A - Statutory State
NC & Coverage B - Employers Liability
$500,000 each accident, disease policy limit and
disease each employee
• Commercial General $1,000,000 Each Occurrence
Liability $2,000,000 Aggregate
• Automobile Liability $500,000 Combined Single Limit
c. All insurance policies (with the exception of Worker's Compensation and Professional
Liability) required under this Agreement shall name the County as an additional insured
party and as a certificate holder. Evidence of such insurance and all correspondence shall
be sent to:
Orange County Risk Manager
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Post Office Box 8181
Hillsborough, NC 27278
d. Nothing in this section is intended to affect or abrogate the County’s sovereign immunity
defenses.
e. If County’s Risk Manager determines additional insurance coverage is required such
additional insurance shall consist of Sexual Abuse and Molestation Rider. Provider shall
not commence work until such insurance is in effect and certification thereof has been
received by the County’s Risk Manager.
7. Relationship of the Parties. Provider is an independent contractor of the County. Provider
represents that they have or will secure, at his own expense, all personnel required in
performing the services under this Agreement. Such personnel shall not be employees or have
any contractual relationship with the County. All personnel engaged in work under this
Agreement shall be fully qualified and shall be authorized and permitted under federal, state
and local law to perform such services.
8. Compliance with all Laws. The Provider, at its sole expense, shall comply with all laws,
ordinances, orders and regulations of the federal, state or local governments, as well as their
respective departments, commissions, boards, and officers, which are in effect at the time of
execution of this Agreement or are adopted at any time following execution of this agreement.
9. Subcontract. The County and Provider deem the services provided under this Agreement to be
personal in nature and Provider may not subcontract any rights or duties under this Agreement
to any other party without prior written consent from the County.
10. Assignment. The Provider shall not assign this Agreement, including the rights to payment, to
any other party without the prior written consent of the County.
11. Indemnification. Each party shall hold the other harmless from all loss, liability, claims or
expense arising from bodily injury, including death or property damage, to any person or
persons caused in whole or in part by its own employees functioning under this Memorandum
of Agreement and shall bear responsibility for liability, claims or expenses arising from the acts
or omissions of the party's own personnel to the extent provided by North Carolina law.
Nothing in this section is intended to affect or abrogate the either Party’s sovereign immunity
defenses.
12. Non-Appropriation. This Agreement is subject to the availability of funds to purchase the
specified services and may be terminated at any time if such funds become unavailable.
13. Non-Discrimination. Provider agrees as part of consideration of the granting of funds by
Orange County the parties hereto for themselves, their agents, officials, employees and servants
agree not to discriminate in any manner of these basis of race, color, gender, national origin,
age, handicap, religion, sexual orientation, familial status or veterans status with reference to
any activities carried out by the grantee, no matter how remote. The parties hereto further
agree in all respects to conform to the provision and intent of Orange County Civil Rights
Ordinance, as amended. This provision is enforced by action for specific performance,
injunctive relief, or other remedy as by law provided; this provision shall be binding on the
grantees, the successors and assigns of the parties hereto with reference to the above subject
manner.
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14. Living Wage. Orange County is committed to providing its employees with a living wage and
encourages agencies if funds to pursue the same goal. The County’s living wage is $13.75 per
hour. To the extent possible, Orange County recommends that Orange County Schools provide
a living wage to its employees.
15. Notice. The Parties hereto agree and understand that written notice, mailed or delivered, to the
last known address shall constitute sufficient notice to the County and the Provider. All notices
required and/or made pursuant to this Agreement to be given to the County and the Provides
shall be in writing and mailed to the party addressed as follows:
16. Entire Agreement. This Agreement, including any referenced attachments, constitutes the
entire Agreement between the parties and shall supersede, replace or nullify any and all prior
Agreements of understandings; written or oral, relating to the matters set forth herein, and any
such prior Agreements or understandings shall have no force or affect whatsoever on this
Agreement. The County and Provider have read this Agreement and agree to be bound by all
of its terms, and further agree that this Agreement constitutes the complete and exclusive
statement of the Agreement between the County and Provider.
17. Severability. All clauses found herein shall act independently of each other. If a clause is
found to be illegal or unenforceable, it shall have no effect on the other provisions of this
Agreement. It is understood by the parties hereto that if any part, term or provision of this
Agreement is by the Courts held to be illegal or in conflict with any laws of the State of North
Carolina or the United States, the validity of the remaining portions or provisions shall not be
affected, and the rights and obligations of the parties shall be construed and enforced as if the
Agreement did not contain the particular part, term or provision held to be invalid.
18. Governing Law. The laws of the State of North Carolina shall govern all aspects of this
Agreement. In the event that it is necessary for either party to initiate legal action regarding
this Agreement, venue shall lie in Orange County, North Carolina. The parties hereby waive
their right to trial by jury in any action, proceeding or claim, arising out of this Agreement,
which may be brought by either of the parties. By executing this Agreement Provider affirms
that Provider and any subcontractors of Provider are and shall remain in compliance with
Article 2 of Chapter 64 of the North Carolina General Statutes. By executing this Agreement
Provider certifies that Provider has not been identified, and has not utilized the services of any
agent or subcontractor, on the list created by the State Treasurer pursuant to G.S. 147-86.58.
19. Signatures. This Agreement together with any amendments or modifications may be executed
electronically. All electronic signatures affixed hereto evidence the intent of the Parties to
comply with Article 11A and Article 40 of North Carolina General Statute Chapter 66.
IN WITNESS WHEREOF, Orange County and the Provider have signed this Agreement, effective on the
last date this Agreement is signed by both parties as indicated by the dates set forth under signatures below.
For and on behalf of the Provider
_____________________________ _______________________
Sharon Freeland Date
County: Orange County Health Department
ATTN: Kimberlee Quatrone
Post Office Box 8181
Hillsborough, NC 27278
Provider: Orange Congregations in Mission
300 Millstone Drive
Hillsborough, NC 27278
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For and on behalf of Orange County Government
_______________________________ ________________________
Bonnie Hammersley, County Manager Date
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EXHIBIT A
1
Ref: Family Success Alliance Zone 4 Navigators
Purpose: To provide Navigator services for the Family Success Alliance in Zone 4 as outlined in detail
below and described in Exhibit B, Navigator Job Description.
Project Scope:
Provider will:
1. Coordinate logistics to allow navigators to operate out of provider office.
a. Provide Wi-Fi internet connection.
b. Provide access to photocopier for small print jobs (less than 10 copies). Larger print jobs can
be done at Orange County Health Department (OCHD).
c. Provide key or other procedures to allow navigator access to the office during regularly
scheduled hours.
d. Provide a work space for each navigator that includes a desk, chair and access to basic office
supplies (pens, notebooks, stapler, etc.).
e. Offer an orientation to review office procedures and locations for supplies, printing, meeting
space, and payroll procedures and reporting weekly hours. Use an orientation protocol to
track topics and completion dates.
f. Include navigator in agency meetings, as relevant and appropriate.
g. Provide a locked location to store paper documents that only navigators are able to access.
2. Provide program support to the navigators.
a. Either the Executive Director or other program staff is available to answer questions about
the services of the organization or other related community-based services.
b. Either the Executive Director or other program staff will provide guidance on how to assist
zone families with service referrals and issues of confidentiality.
c. Either the Executive Director or other program staff will work with navigators to identify
areas of collaboration and partnership between provider and FSA to include client referrals,
co-sponsoring of community and outreach events, and other options.
d. Either the Executive Director or other program staff will be available to provide job
shadowing to increase navigator understanding of the provider agency and to increase
community contacts and network.
e. Either the Executive Director or other program staff will provide support and guidance as
needed in other unspecified areas.
3. Orientation/Training.
a. OCHD and provider will discuss training needs and requirements and develop a mutually
agreed upon schedule to meet the requirements. Training must include review of the
Navigator Manual and its associated policies and procedures.
b. Training and orientation may cause the normal work schedule to vary.
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EXHIBIT A
2
c. Navigators will attend FSA Project Team meetings, held at OCHD in Hillsborough, every two
weeks, a monthly partner meeting, bimonthly Advisory Council meetings and other FSA
related meetings as needed.
d. OCHD may request that Navigators attend additional trainings or meetings to meet the skills
and knowledge required for their duties.
4. Working with the OCHD program manager, provide support for navigator performance
measures outlined below.
a. Community Engagement and Outreach: Navigator will be assigned 1-2 community based
organizations (ex. service providers, faith groups, neighborhood associations) to regularly
attend meetings and represent the FSA project and identify opportunities for mutual
support and objectives. Updates from these meetings should be shared in weekly reports
and at biweekly FSA Project Team meetings. Permission to attend additional meetings or
events must come from OCHD Program Manager.
b. Family Engagement: Navigator team will meet performance goals as follows:
• Contact 100% (n=40) of the 2018 Zone 4 Kindergarten Readiness Cohort to offer
Zone Navigator support. Follow-up with those not enrolled again by January 31st,
2019.
• Enroll at least 37.5% (n=15) of the 2018 Zone 4 Kindergarten Readiness Cohort
• Meet monthly with enrolled families from all Cohort groups.
c. Family Goals:
• Ensure that 50% of enrolled cohort families with children 0-5 years old have early
childhood goals.
• Ensure that 80% of enrolled cohort families have completed an Education Goal
Checklist for each five to eighteen year old in enrolled families.
d. Resource Referrals:
• Navigator will identify and connect zone families to needed resources with a goal of
8-10 referrals per month. Referrals should be documented weekly in the Efforts to
Outcomes system.
i. Ensure that 80% of families with children 0-5 years old are actively enrolled
in a high quality (3-5 star) early learning center or a parenting support class
or program (e.g. Incredible Years, Orange Literacy).
ii. Work to connect enrolled families with children 8-18 years old to an adult
mentor.
iii. Ensure that 50% of children age 5-18 years old in enrolled families have a
structured summer activity that includes academic components.
iv. Ensure that 50% of children age 5-18 years old in enrolled families have a
structured after school activity that includes academic components.
e. School-based Support: Navigator will be available to zone schools on an as needed basis to
support FSA-related activities. Navigator will document hours and activities in the weekly
reports as a way to formalize this component of the position.
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EXHIBIT A
3
f. Data Collection and forms: Navigators will use intake and other client forms created and
updated by FSA program manager. Navigators will receive instruction from OCHD staff on
methods for conducting ongoing needs assessment data and incorporating local knowledge
and conditions into evaluation of FSA.
5. Conduct supervision of the navigators.
a. Provider will review weekly activities reports and conduct a brief weekly check in with each
navigator located at the agency. Provider should refer any issues that cannot be addressed
internally to FSA Project Program Manager in a timely manner.
b. Conduct formal 6 month and one year performance reviews for each Navigator located at
the agency with the FSA Program Manager.
6. Provisional status and monitoring of agreement
a. Hiring: Provider will coordinate with OCHD to recruit, interview and select appropriate
candidates.
b. Probationary period: Provider will follow internally established protocols for employee
probationary period.
c. Disciplinary action: Provider will follow internally established protocols for monitoring
any activity or behavior that requires disciplinary action and report that to OCHD.
d. Termination: Provider will follow internally established protocols for termination and
will notify OCHD. Any final termination decision will be made after a meeting with OCHD
program staff.
e. Position Open: Should the position become open due to termination or attrition,
provider and OCHD will re-open the position and re-start the hiring process outlined
above with an expectation of filling the position in a 30-day time period. New hire will
start as an OCHD temp for the first 4-6 weeks for training and orientation purposes.
f. Navigator reporting: Navigator will provide written feedback to OCHD regarding any
perceived violation of the agreement and OCHD will provide guidance to develop
solutions amenable to all parties.
OCHD Program Manager will:
1. Serve as a liaison between Provider and zone navigators. Conduct co-working sessions on site on
a weekly basis. Schedule to be determined with OCHD and site supervisor.
2. Meet monthly with each navigator to review performance measures and family progress.
3. Provide assistance with logistics for monitoring navigator activities and performance, including
identification of priority programs and recruitment/referrals and information for Navigators to
share with families.
4. Compile program, service, and other opportunities for Zone families from community partners
and send to Provider to share with Navigators.
5. Provide supplies for navigators as needed for community events and outreach.
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EXHIBIT A
4
6. Provide initial training and orientation for new navigators at the Health Department and
distribute equipment (laptop computer, cell phone, client file bag and lock). Training will include
use and ongoing support for the Efforts to Outcomes client database system.
7. Identify ongoing learning and training opportunities for zone navigators and send to Provider.
Personnel: 3.75 FTE zone navigators
Cost: Payment schedule is outlined in the contract.
Budget Categories: (Exhibit C includes detailed budget)
1. Salaries: Will range from $15.00 - $18.36 per navigator salary schedule.
2. Payroll Taxes: Estimated at 6.2% Social Security, 1.45% Medicare, 1.07% SUTA
3. Fringe Benefits, including health insurance and workers compensation: Estimated based on 2.03%
workers comp, $648/month for health insurance, $55.25/month per person for life insurance
4. Overhead: Calculated at 15% of salary, benefits and payroll taxes
5. Mileage: Calculated at .545/mile for up to 250 miles per month per full time navigator and pro-rated
for navigators working less than full time
6. Training: Calculated at $500 per navigator, per year
7. Payroll processing: Estimated at $13 per month, per navigator
8. Office Supplies: $500 (can be used for furniture and other basic office supplies)
9. Supervision: $2,500
10. Neglect and Abuse Insurance: $1,500
Provider Deliverables:
1. Complete a site orientation protocol for each navigator within the first month of navigator
employment with agency.
2. Review weekly activity reports from each Zone 4 Navigator. Report any concerns with navigator
performance to FSA Program Manager.
3. Meet monthly with FSA Project Manager to check in and review priorities and challenges.
4. Provide timely monthly invoices. Payment will be processed within 2-3 weeks of receipt of invoice.
5. Provide a quarterly expense and performance report (no later than October 15, January 15, April 15,
and July 15) that documents each budget category and includes receipts as appropriate to FSA
Project Program Manager. FSA Project Manager will provide the template to be used.
6. Conduct a formal 6 month performance review with new hires and an annual review at one year for
all navigators with the FSA Program Manager.
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Exhibit B
Zone Navigator Job Announcement
Salary: Salary based on education and experience
Description: This is an invitation to join a strong team of dedicated professionals working to dramatically
improve student achievement and family success for families struggling to make ends meet in New Hope area
south of Hillsborough, known as Zone 4, of the Family Success Alliance. The position will serve as a “navigator”
for families living in Zone 4 as part of the work of the Family Success Alliance. This position will be a dynamic
one, responding to the needs of the community and zone partners to assist the work. Much of the work will
be done in neighborhood, schools and community settings with families.
We are looking for someone who knows the community and public schools well and understands the
challenges faced by families living in poverty. This versatile, on the ground position, will connect with families
to make program and resource referrals in areas such as housing, mental health, mentoring, health and
wellness and career training and financial education while reporting on needs and obstacles to child and
family success. We are looking for someone who can work independently and passionately while partnering
with school staff, service providers, faith-based and community groups and neighborhood organizers and
activists to develop a culture of achievement and success among all children and families in the zone. This
position will be located at a local nonprofit organization. Support and supervision will be in coordination with
the Family Success Alliance Program Manager located at the Orange County Health Department.
Examples of Duties
This position will be responsible for the long-term strategy and day to day activities required to support child
and family success in Zone 4.
Duties include but are not limited to:
• Assist in recruiting and supporting a caseload of up to 20 families enrolled in the navigator program
through monthly meetings, goal setting, resource referrals and peer support.
• Act as a coach for families to model skills for parents to be their child’s first teacher.
• Utilize program forms to document progress in a timely, accurate manner with assigned families using a
data tracking system. Training on use of the database will be provided.
• Assist in recruiting and supporting families participating in summer kindergarten readiness program.
• Be the go-between and “connector” between families and service providers to tailor programs to meet
family needs and goals.
• Support families to access needed programs and assist them in signing up and participating in
programs.
• Attend community meetings such as neighborhood association meetings, related local task force and/or
coalition meetings to promote FSA, build relationships with other advocates and stay current on
community changes, challenges and opportunities.
• Document and celebrate project successes in the zone and contribute to the overall community-based
identity of FSA.
14
Exhibit B
• Attend FSA project, partner, Advisory Council and navigator group supervision meetings and participate
in overall project planning and decision-making.
Typical Qualifications
• Prefer candidates that are from the community with children that attend a zone school and can
identify with families struggling to make ends meet.
• Must possess strong people skills.
• Ideal candidates are bilingual (Spanish) and bicultural applicants. [when applicable]
• Requires a minimum combination of education and experience equivalent to a high school diploma or
a GED with a preference for candidates that are enrolled in or have goals for higher education.
Skills/Abilities
• Ability to connect with and build trusting relationships with families struggling to make ends meet.
• An excitement and passion for identifying and connecting with students and families who can benefit
from program participation.
• Demonstrate cultural sensitivity and the ability to work with diverse groups.
• Possess a range of communication skills that can be employed in various settings and with families that
are the most in need.
• Uses personal experiences of overcoming obstacles as a tool for helping others build success while also
maintaining professional boundaries and confidentiality.
Knowledge
• Candidates should be resourceful and knowledgeable of community resources, with a working
knowledge of county/municipal systems and agencies that support children and families.
• An understanding of the role that structural barriers play in health and academic disparities is
preferable.
• Knowledge of the history of the community and the ways that may shape local culture, and individual
behavior and identity.
• Knowledge of neighborhoods located near New Hope Elementary and A.L. Stanback Middle school.
Requirements
• This position requires transportation and some night and weekend hours.
15
OCIM
Family Success Alliance 1
Navigator FT (40
hours)2
Navigator FT (40
hours)0.75
Navigator PT (30
hours)Annual Budget Total
Number of Hours 40 FT Hourly 40 FT Hourly 30 PT Hourly
FTE 1.0 FTE 1.0 FTE 0.75 FTE
# months 12 12 11
Salary Rate of Pay 18.36$ $38,188.80 16.32$ $33,945.60 16.00$ $24,960.00
Bi-weekly Rate of Pay per Month $3,182.40 3,182.40 $2,828.80 2,828.80 $2,080.00 2,080.00
Monthly Subtotal 3,182.40 2,828.80 2,080.00 128,960.00 Salary Subtotal
Taxes
Social Security - Co Paid 6.2% of S&W 6.20%197.31 6.20%175.39 6.20%128.96
Medicare - Co Paid 1.45% of S&W 1.45%46.14 1.45%41.02 1.45%30.16
SUTA Tax - Co Paid 1.07% of S&W 1.070%34.05 1.070%30.27 1.070%22.26
Monthly Subtotal 277.51 246.67 181.38 11,245.31 Taxes Subtotal
Benefits
Worker's Compensation 2.03% of S&W 2.03%64.60 2.03%57.42 2.03%42.22
Company Paid Health Ins $648/mo ER 648.00 648.00 648.00 648.00 648.00 648.00
Life Insruance $55.25 per person 55.25 55.25 55.25 55.25 55.25 55.25
Monthly Subtotal 767.85 760.67 745.47 35,670.64 Benefits Subtotal
Payroll Processing $13/mo 13.00 13.00 13.00 13.00 13.00 13.00
Monthly subtotal 13.00 13.00 13.00 611.00 Payroll Subtotal
Total Monthly Cost 4,240.76 3,849.15 3,019.85
Total Annual Salary, Taxes, Benefits & Payroll per Navigator 50,889.10 46,189.75 36,238.20 179,506.80
Salary, Taxes, Benefits, Payroll
Subtotal
Total Salary, Benefits & Taxes (annual)50,733.10$ 92,067.50$ 33,075.35$ 178,895.80 Salary, Taxes, Benefits Subtotal
15% Overhead (annual)7,609.96 13,810.13 4,961.30 26,381.39 Overhead Subtotal
Training $500 per Navigator (annual)500.00 500.00 500.00 2,000.00 Training Subtotal
Mileage per Navigator (.545/m x 250 m/mo) per FTE 1,635.00 1,635.00 963.00 4,233.00 Mileage Subtotal
Total Annual Cost Per Navigator 60,634.06 62,134.88 42,662.50
Number of Navigators 1 2 1
# Full Time # Full Time # Part Time
Total Projected Annual Cost - based on # of Navigators 60,634.06 124,269.76 42,662.50
Navigator Supervision ($2500)2,500.00 Supervision Subtotal
Neglect & Abuse Insurance Policy (flat amount)1,500.00 Insurance Subtotal
Office Supplies 500.00 Office Supplies Subtotal
Total Project Cost 213,601.34
16
Revised 5/2016 Page 1 of 6
ORANGE COUNTY HEALTH DEPARTMENT FAMILY SUCCESS ALLIANCE
OUTSIDE AGENCY PERFORMANCE AGREEMENT
FY 2018-19
THIS AGREEMENT, made and entered into the first day of July 2018, (“Effective Date”) by and
between the County of Orange, a political subdivision of the State of North Carolina, 200 South Cameron
Street, Hillsborough, North Carolina, 27278, on behalf of the Orange County Health Department
("County") and Empowerment, Inc., located at 109 N. Graham Street, Suite 200, Chapel Hill, NC 27516
(“Provider”).
WITNESSETH:
WHEREAS, it is in the interests of the County that said program be assisted by the County and thereby
enhance its availability to residents of the County, and said program addresses an important community
human services need, as identified by the Board of Commissioners;
NOW, THEREFORE, in consideration of the above and the mutual covenants and conditions hereafter set
forth, the County and Empowerment agree as follows:
1. Term of the Agreement. The term of this Agreement shall be a program year beginning July
1, 2018 to June 30, 2019.
2. Scope of Services.
a. Provider will provide services, as outlined in the attached Outside Agency Funding
Application Scope of Services and any amendments or revision thereto which is attached as
Exhibit “A” and incorporated by reference, to the residents of Orange County. The Scope
of Services may be different from the original application based on County appropriation;
however, any revisions or amendments to this Agreement must be approved in writing by
the County and attached to this Agreement.
b. The Provider shall be solely responsible for the means, methods, techniques, sequence,
safety program and procedures necessary to properly and fully complete the work set forth
in the Scope of Services.
3. Funding.
a. The County agrees to appropriate for the provision of services described in Exhibit A,
Scope of Services and more particularly described in the Program Budget, the maximum
sum of two hundred thirty eight thousand seven hundred twenty four dollars ($238,724).
b. All funds appropriated shall be used for purposes described in Exhibit A. Any funds not
used for the purposes stated shall be returned to the County. Any changes in the use of
funds must be authorized in writing by the County prior to any expenditure of the funds by
the Provider. If the funds are expended not in accordance with the Scope of Services, at the
discretion of the County the Provider may be required to repay the funds to the County.
c. The Provider shall be paid in monthly installments within thirty (30) days of receipt of an
accounting of Provider’s actual expenditures properly submitted to County. The first
payment is contingent upon receipt of the fully executed agency’s performance agreement
in addition to an accounting of Provider’s actual expenditures.
17
Page 2 of 6
Revised 5/2016
d. The County’s obligation to make additional payments is contingent upon receipt of
quarterly Progress Reports, which show satisfactory progress toward completion of
performance measures and an accounting of expenditures as detailed in the attached Scope
of Services.
e. Once Provider has satisfied its obligations as provided in (d) final payment will be made
within 21 days after receipt of the Progress Report and Request for Reimbursement or 21
days after due date of Progress Report whichever is later.
f. The County is not obligated to provide any other support to Provider in this or in
succeeding fiscal years.
4. Agency Reporting.
a. Provider will provide Orange County a Progress Report by 10/15/18, 1/15/19, and 4/15/19
that includes a summary of satisfactory progress toward completion of performance
measures. Provider will also provide a Final Report by 7/15/19 that includes a fiscal report
and final evaluation and performance measures as outlined in Exhibit A.
b. Provider agrees to allow the County to inspect its financial books and records, which
document costs of those services, upon reasonable notice during normal working hours.
5. Termination.
a. In the event of any of the circumstances set forth below (hereinafter referred to as
“default”), the County may immediately terminate this Agreement, in whole or in part, and
from time to time. Notice of termination must be in writing, state the reason or reasons for
the termination, and specify the effective date of the termination:
i. In the event that Provider shall cease to exist as an organization or shall enter
bankruptcy proceedings, be declared insolvent, or liquidate all or substantially all
of its assets, or significantly reduce its services or accessibility to Orange County
residents during the term of this Agreement; or
ii. In the event that Provider shall fail to render a satisfactory accounting as provided
section 4 above, the County may terminate this Agreement and Provider shall
return all payments already made to it by the County for services which have not
been provided or for which no satisfactory accounting has been rendered; or
iii. In the event of any fraudulent representation by the Provider in an invoice or other
verification required to obtain payment under this Agreement or other dishonesty
on a material matter relating to the performance of services under this Agreement.
iv. Nonperformance, incomplete service or performance, or failure to satisfactorily
perform any part of the work identified in the Scope of Services or to comply with
any provision of this Agreement, as determined by the County in its sole discretion.
v. Failure to adhere to the terms of applicable county, state or federal laws,
regulations, or stated public policy.
18
Page 3 of 6
Revised 5/2016
b. In the event of default by the Provider, the county may elect to terminate this Agreement, in
whole or in part and/or require the Provider to repay the funds within ten (10) business days
from written notice of default. The County may (but shall not be required to) grant the
Provider an opportunity to cure the default without termination of this Agreement. This
clause shall not be interpreted to limit the County’s remedies in law or in equity.
c. Notwithstanding the foregoing, either party may terminate the agreement at any time
without penalty; provided that written notice of such termination is furnished to the other
party at least 30 days prior to termination. In the event of such termination, any payment
due shall be prorated to the date of termination and any unused funds shall be returned to
the County within 10 days of termination.
d. Any termination of this Agreement for default under this section that is later deemed to be
unjustified shall be deemed a termination for convenience.
6. Insurance.
a. General Requirements. The Provider shall purchase and maintain, during the period of
performance of this Agreement, insurance:
i. Worker’s Compensation. For protection from claims under workers' or workmen's
compensation acts;
ii. Comprehensive General Liability Insurance covering claims arising out of or
relating to bodily injury, including bodily injury, sickness, disease or death of any
of the Consultant's employees or any other person and to real and personal property
including loss of use resulting thereof;
iii. Comprehensive Automobile Liability Insurance, including hired and non-owned
vehicles, if any, covering personal injury or death, and property damage; and
b. Limits of Coverage: Minimum limits of insurance coverage shall be as follows:
INSURANCE DESCRIPTION MINIMUM REQUIRED COVERAGE
• Worker's Compensation Limits for Coverage A - Statutory State
NC & Coverage B - Employers Liability
$500,000 each accident, disease policy limit and
disease each employee
• Commercial General $1,000,000 Each Occurrence
Liability $2,000,000 Aggregate
• Automobile Liability $500,000 Combined Single Limit
c. All insurance policies (with the exception of Worker's Compensation and Professional
Liability) required under this Agreement shall name the County as an additional insured
party and as a certificate holder. Evidence of such insurance and all correspondence shall
be sent to:
Orange County Risk Manager
Post Office Box 8181
Hillsborough, NC 27278
19
Page 4 of 6
Revised 5/2016
d. Nothing in this section is intended to affect or abrogate the County’s sovereign immunity
defenses.
e. If County’s Risk Manager determines additional insurance coverage is required such
additional insurance shall consist of Sexual Abuse and Molestation Rider. Provider shall
not commence work until such insurance is in effect and certification thereof has been
received by the County’s Risk Manager.
7. Relationship of the Parties. Provider is an independent contractor of the County. Provider
represents that they have or will secure, at his own expense, all personnel required in
performing the services under this Agreement. Such personnel shall not be employees or have
any contractual relationship with the County. All personnel engaged in work under this
Agreement shall be fully qualified and shall be authorized and permitted under federal, state
and local law to perform such services.
8. Compliance with all Laws. The Provider, at its sole expense, shall comply with all laws,
ordinances, orders and regulations of the federal, state or local governments, as well as their
respective departments, commissions, boards, and officers, which are in effect at the time of
execution of this Agreement or are adopted at any time following execution of this agreement.
9. Subcontract. The County and Provider deem the services provided under this Agreement to be
personal in nature and Provider may not subcontract any rights or duties under this Agreement
to any other party without prior written consent from the County.
10. Assignment. The Provider shall not assign this Agreement, including the rights to payment, to
any other party without the prior written consent of the County.
11. Indemnification. Each party shall hold the other harmless from all loss, liability, claims or
expense arising from bodily injury, including death or property damage, to any person or
persons caused in whole or in part by its own employees functioning under this Memorandum
of Agreement and shall bear responsibility for liability, claims or expenses arising from the acts
or omissions of the party's own personnel to the extent provided by North Carolina law.
Nothing in this section is intended to affect or abrogate the either Party’s sovereign immunity
defenses.
12. Non-Appropriation. This Agreement is subject to the availability of funds to purchase the
specified services and may be terminated at any time if such funds become unavailable.
13. Non-Discrimination. Provider agrees as part of consideration of the granting of funds by
Orange County the parties hereto for themselves, their agents, officials, employees and servants
agree not to discriminate in any manner of these basis of race, color, gender, national origin,
age, handicap, religion, sexual orientation, familial status or veterans status with reference to
any activities carried out by the grantee, no matter how remote. The parties hereto further
agree in all respects to conform to the provision and intent of Orange County Civil Rights
Ordinance, as amended. This provision is enforced by action for specific performance,
injunctive relief, or other remedy as by law provided; this provision shall be binding on the
grantees, the successors and assigns of the parties hereto with reference to the above subject
manner.
14. Living Wage. Orange County is committed to providing its employees with a living wage and
encourages agencies if funds to pursue the same goal. The County’s living wage is $13.75 per
20
Page 5 of 6
Revised 5/2016
hour. To the extent possible, Orange County recommends that Orange County Schools provide
a living wage to its employees.
15. Notice. The Parties hereto agree and understand that written notice, mailed or delivered, to the
last known address shall constitute sufficient notice to the County and the Provider. All notices
required and/or made pursuant to this Agreement to be given to the County and the Provides
shall be in writing and mailed to the party addressed as follows:
16. Entire Agreement. This Agreement, including any referenced attachments, constitutes the
entire Agreement between the parties and shall supersede, replace or nullify any and all prior
Agreements of understandings; written or oral, relating to the matters set forth herein, and any
such prior Agreements or understandings shall have no force or affect whatsoever on this
Agreement. The County and Provider have read this Agreement and agree to be bound by all
of its terms, and further agree that this Agreement constitutes the complete and exclusive
statement of the Agreement between the County and Provider.
17. Severability. All clauses found herein shall act independently of each other. If a clause is
found to be illegal or unenforceable, it shall have no effect on the other provisions of this
Agreement. It is understood by the parties hereto that if any part, term or provision of this
Agreement is by the Courts held to be illegal or in conflict with any laws of the State of North
Carolina or the United States, the validity of the remaining portions or provisions shall not be
affected, and the rights and obligations of the parties shall be construed and enforced as if the
Agreement did not contain the particular part, term or provision held to be invalid.
18. Governing Law. The laws of the State of North Carolina shall govern all aspects of this
Agreement. In the event that it is necessary for either party to initiate legal action regarding
this Agreement, venue shall lie in Orange County, North Carolina. The parties hereby waive
their right to trial by jury in any action, proceeding or claim, arising out of this Agreement,
which may be brought by either of the parties. By executing this Agreement Provider affirms
that Provider and any subcontractors of Provider are and shall remain in compliance with
Article 2 of Chapter 64 of the North Carolina General Statutes. By executing this Agreement
Provider certifies that Provider has not been identified, and has not utilized the services of any
agent or subcontractor, on the list created by the State Treasurer pursuant to G.S. 147-86.58.
19. Signatures. This Agreement together with any amendments or modifications may be executed
electronically. All electronic signatures affixed hereto evidence the intent of the Parties to
comply with Article 11A and Article 40 of North Carolina General Statute Chapter 66.
IN WITNESS WHEREOF, Orange County and the Provider have signed this Agreement, effective on the
last date this Agreement is signed by both parties as indicated by the dates set forth under signatures below.
For and on behalf of the Provider
_____________________________ _______________________
Delores Bailey Date
For and on behalf of Orange County Government
County: Orange County Health Department
ATTN: Kimberlee Quatrone
Post Office Box 8181
Hillsborough, NC 27278
Provider: Empowerment, Inc.
109 N. Graham St., Suite 200
Chapel Hill, NC 27516
21
Page 6 of 6
Revised 5/2016
_______________________________ ________________________
Bonnie Hammersley, County Manager Date
22
EXHIBIT A
1
Ref: Family Success Alliance Zone 6 Navigators
Purpose: To provide Navigator services for the Family Success Alliance in Zone 6 as outlined in detail
below and described in Exhibit B, Navigator Job Description.
Project Scope:
Provider will:
1. Coordinate logistics to allow navigators to operate out of provider office.
a. Provide Wi-Fi internet connection.
b. Provide access to photocopier for small print jobs (less than 10 copies). Larger print jobs can
be done at Orange County Health Department (OCHD).
c. Provide key or other procedures to allow navigator access to the office during regularly
scheduled hours.
d. Provide a work space for each navigator that includes a desk, chair and access to basic office
supplies (pens, notebooks, stapler, etc.).
e. Offer an orientation to review office procedures and locations for supplies, printing, meeting
space, and payroll procedures and reporting weekly hours. Use an orientation protocol to
track topics and completion dates.
f. Include navigator in agency meetings, as relevant and appropriate.
g. Provide a locked location to store paper documents that only navigators are able to access.
2. Provide program support to the navigators.
a. Either the Executive Director or other program staff is available to answer questions about
the services of the organization or other related community-based services.
b. Either the Executive Director or other program staff will provide guidance on how to assist
zone families with service referrals and issues of confidentiality.
c. Either the Executive Director or other program staff will work with navigators to identify
areas of collaboration and partnership between provider and FSA to include client referrals,
co-sponsoring of community and outreach events, and other options.
d. Either the Executive Director or other program staff will be available to provide job
shadowing to increase navigator understanding of the provider agency and to increase
community contacts and network.
e. Either the Executive Director or other program staff will provide support and guidance as
needed in other unspecified areas.
3. Orientation/Training.
a. OCHD and provider will discuss training needs and requirements and develop a mutually
agreed upon schedule to meet the requirements. Training must include review of the
Navigator Manual and its associated policies and procedures.
b. Training and orientation may cause the normal work schedule to vary.
23
EXHIBIT A
2
c. Navigators will attend FSA Project Team meetings, held at OCHD in Hillsborough, every two
weeks, a monthly partner meeting, bimonthly Advisory Council meetings and other FSA
related meetings as needed.
d. OCHD may request that Navigators attend additional trainings or meetings to meet the skills
and knowledge required for their duties.
4. Working with the OCHD program manager, provide support for navigator performance
measures outlined below.
a. Community Engagement and Outreach: Navigator will be assigned 1-2 community based
organizations (ex. service providers, faith groups, neighborhood associations) to regularly
attend meetings and represent the FSA project and identify opportunities for mutual
support and objectives. Updates from these meetings should be shared in weekly reports
and at biweekly FSA Project Team meetings. Permission to attend additional meetings or
events must come from OCHD Program Manager.
b. Family Engagement: Navigator team will meet performance goals as follows:
• Contact 100% (n=60) of the 2018 Zone 6 Kindergarten Readiness Cohort to offer
Zone Navigator support. Follow-up with those not enrolled again by January 31st,
2019.
• Enroll 50% (n=30) of the 2018 Zone 6 Kindergarten Readiness Cohort
• Meet monthly with enrolled families from all Cohort groups.
c. Family Goals:
• Ensure that 50% of enrolled cohort families with children 0-5 years old have early
childhood goals.
• Ensure that 80% of enrolled cohort families have completed an Education Goal
Checklist for each five to eighteen year old in enrolled families.
d. Resource Referrals:
• Navigator will identify and connect zone families to needed resources with a goal of
8-10 referrals per month. Referrals should be documented weekly in the Efforts to
Outcomes system.
i. Ensure that 80% of families with children 0-5 years old are actively enrolled
in a high quality (3-5 star) early learning center or a parenting support class
or program (e.g. Incredible Years, Orange Literacy).
ii. Work to connect enrolled families with children 8-18 years old to an adult
mentor.
iii. Ensure that 50% of children age 5-18 years old in enrolled families have a
structured summer activity that includes academic components.
iv. Ensure that 50% of children age 5-18 years old in enrolled families have a
structured after school activity that includes academic components.
e. School-based Support: Navigator will be available to zone schools on an as needed basis to
support FSA-related activities. Navigator will document hours and activities in the weekly
reports as a way to formalize this component of the position.
24
EXHIBIT A
3
f. Data Collection and forms: Navigators will use intake and other client forms created and
updated by FSA program manager. Navigators will receive instruction from OCHD staff on
methods for conducting ongoing needs assessment data and incorporating local knowledge
and conditions into evaluation of FSA.
5. Conduct supervision of the navigators.
a. Provider will review weekly activities reports and conduct a brief weekly check in with each
navigator located at the agency. Provider should refer any issues that cannot be addressed
internally to FSA Program Manager in a timely manner.
b. Conduct formal 6 month and one year performance reviews for each Navigator located at
the agency with the FSA Program Manager.
6. Provisional status and monitoring of agreement
a. Hiring: Provider will coordinate with OCHD to recruit, interview and select appropriate
candidates.
b. Probationary period: Provider will follow internally established protocols for employee
probationary period.
c. Disciplinary action: Provider will follow internally established protocols for monitoring
any activity or behavior that requires disciplinary action and report that to OCHD.
d. Termination: Provider will follow internally established protocols for termination and
will notify OCHD. Any final termination decision will be made after a meeting with OCHD
program staff.
e. Position Open: Should the position become open due to termination or attrition,
provider and OCHD will re-open the position and re-start the hiring process outlined
above with an expectation of filling the position in a 30-day time period. New hire will
start as an OCHD temp for the first 4-6 weeks for training and orientation purposes.
f. Navigator reporting: Navigator will provide written feedback to OCHD regarding any
perceived violation of the agreement and OCHD will provide guidance to develop
solutions amenable to all parties.
OCHD Program Manager will:
1. Serve as a liaison between Provider and zone navigators. Conduct co-working sessions on site on
a weekly basis. Schedule to be determined with OCHD and site supervisor.
2. Meet monthly with each navigator to review performance measures and family progress.
3. Provide assistance with logistics for monitoring navigator activities and performance, including
identification of priority programs and recruitment/referrals and information for Navigators to
share with families.
4. Compile program, service, and other opportunities for Zone families from community partners
and send to Provider to share with Navigators.
5. Provide supplies for navigators as needed for community events and outreach.
25
EXHIBIT A
4
6. Provide initial training and orientation for new navigators at the Health Department and
distribute equipment (laptop computer, cell phone, client file bag and lock). Training will include
use and ongoing support for the Efforts to Outcomes client database system.
7. Identify ongoing learning and training opportunities for zone navigators and send to Provider.
Personnel: 4. 5 full time zone navigators
Cost: Up to $266,724, of which up to $28,000 (10.5%) will be provided by Empowerment, Inc. as an In-
Kind contribution. Payment schedule is outlined in the contract.
Budget Categories: (Exhibit C includes detailed budget)
1. Salaries: Will range from $15.00 - $18.36 per navigator salary schedule.
2. Payroll Taxes: Estimated at 6.2% Social Security, 1.45% Medicare, 2.496% SUTA
3. Fringe Benefits, including health insurance and workers compensation: Estimated based on 1.8%
workers comp, $533.17/month for health insurance, plus $50 monthly HSA contribution, and
$45.29/month per person for dental insurance
4. Overhead: Calculated at 15% of salary, benefits and payroll taxes
5. Mileage: Calculated at $0.545/mile for up to 250 miles per month per full time navigator and pro-
rated for navigators working less than full time
6. Training: Calculated at $500 per navigator, per year
7. Office space: $625 per month
8. Navigator supervision: $2,500
9. Payroll processing: $14.53 per month, per navigator
10. Office Supplies: $500 (can be used for furniture and other basic office supplies)
11. Neglect and Abuse Insurance: $1,738
Provider Deliverables:
1. Complete a site orientation protocol for each navigator within the first month of navigator
employment with agency.
2. Review weekly activity reports from each Zone 6 Navigator. Report any concerns with navigator
performance to FSA Program Manager.
3. Meet monthly with FSA Project Manager to check in and review priorities and challenges.
4. Provide timely monthly invoices. Payment will be processed within 2-3 weeks of receipt of invoice.
5. Provide a quarterly expense and performance report (no later than October 15, January 15, April 15,
and July 15) that documents each budget category and includes receipts as appropriate to FSA
Project Program Manager. FSA Project Manager will provide the template to be used.
6. Conduct a formal 6 month performance review with new hires and an annual review at one year for
all navigators with the FSA Program Manager.
26
Exhibit B
Zone Navigator Job Announcement
Salary: Salary based on education and experience
Description: This is an invitation to join a strong team of dedicated professionals working to dramatically
improve student achievement and family success for families struggling to make ends meet in the Chapel
Hill/Carrboro area known as Zone 6, of the Family Success Alliance, Orange County. The position will serve as a
"navigator" for families living in Zone 6 as part of the work of the Family Success Alliance. This position will be
a dynamic one, responding to the needs of the community and zone partners to assist the work. Much of the
work will be done in neighborhood, schools and community settings with families.
We are looking for someone who knows the community and public schools well and understands the
challenges faced by families living in poverty. This versatile, on the ground position, will connect with families
to make program and resource referrals in areas such as housing, mental health, mentoring, health and
wellness and career training and financial education while reporting on needs and obstacles to child and
family success. We are looking for someone who can work independently and passionately while partnering
with school staff, service providers, faith-based and community groups and neighborhood organizers and
activists to develop a culture of achievement and success among all children and families in the zone. This
position will be located at a local nonprofit organization. Support and supervision will be in coordination with
the Family Success Alliance Program Manager located at the Orange County Health Department.
Examples of Duties
This position will be responsible for the long-term strategy and day to day activities required to support child
and family success in Zone 6. Duties include but are not limited to:
• Assist in recruiting and supporting a caseload of up to 20 families enrolled in the navigator program
through monthly meetings, goal setting, resource referrals and peer support.
• Act as a coach for families to model skills for parents to be their child’s first teacher.
• Utilize program forms to document progress in a timely, accurate manner with assigned families using a
data tracking system. Training on use of the database will be provided.
• Assist in recruiting and supporting families participating in summer kindergarten readiness program.
• Be the go-between and “connector” between families and service providers to tailor programs to meet
family needs and goals.
• Support families to access needed programs and assist them in signing up and participating in
programs.
• Attend community meetings such as neighborhood association meetings, related local task force and/or
coalition meetings to promote FSA, build relationships with other advocates and stay current on
community changes, challenges and opportunities.
• Document and celebrate project successes in the zone and contribute to the overall community-based
identity of FSA.
• Attend FSA project, partner, Advisory Council and navigator group supervision meetings and participate
in overall project planning and decision-making.
27
Exhibit B
Typical Qualifications
• Prefer candidates that are from the community with children that attend a zone school and can
identify with families struggling to make ends meet.
• Must possess strong people skills.
• Ideal candidates are bilingual (Spanish) and bicultural applicants. [when applicable]
• Requires a minimum combination of education and experience equivalent to a high school diploma or
a GED with a preference for candidates that are enrolled in or have goals for higher education.
Skills/Abilities
• Ability to connect with and build trusting relationships with families struggling to make ends meet.
• An excitement and passion for identifying and connecting with students and families who can benefit
from program participation.
• Demonstrate cultural sensitivity and the ability to work with diverse groups.
• Possess a range of communication skills that can be employed in various settings and with families that
are the most in need.
• Uses personal experiences of overcoming obstacles as a tool for helping others build success while also
maintaining professional boundaries and confidentiality.
Knowledge
• Candidates should be resourceful and knowledgeable of community resources, with a working
knowledge of county/municipal systems and agencies that support children and families.
• An understanding of the role that structural barriers play in health and academic disparities is
preferable.
• Knowledge of the history of the community and the ways that may shape local culture, and individual
behavior and identity.
• Knowledge of neighborhoods located in the zone and zone schools.
Requirements
• This position requires transportation and some night and weekend hours.
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Exhibit C
1
Navigator FT (40
hours)3
Navigator FT (40
hours)0.5
Navigator PT
(30 hours)
Annual Budget
Total 4.5
Number of Hours 40 FT Hourly 40 FT Hourly 20 PT Hourly
FTE 1.0 FTE 1.0 FTE 0.5 FTE
# months 12 12 11
Salary Rate of Pay 18.36$ $38,188.80 16.32$ $33,945.60 17.00$ $17,680.00
Bi-weekly Rate of Pay per Month $3,182.40 3,182.40 $2,828.80 2,828.80 $1,473.33 1,473.33
Monthly Subtotal 3,182.40 2,828.80 1,473.33 156,232.27 Salary Subtotal
Taxes
Social Security - Co Paid 6.2% of S&W 6.20%197.31 6.20%175.39 6.20%91.35
Medicare - Co Paid 1.45% of S&W 1.45%46.14 1.45%41.02 1.45%21.36
SUTA Tax - Co Paid 2.496% of S&W 2.496%79.43 2.496%70.61 2.496%36.77
Monthly Subtotal 322.89 287.01 149.48 15,851.33 Taxes Subtotal
Benefits
Worker's Compensation 1.8% of S&W 1.80%57.28 1.80%50.92 1.80%26.52
Company Paid Health Ins $533.17/mo EE+ER 533.17 533.17 533.17 533.17 533.17 533.17
Health Savings Account $50.00/mo EE 50.00 50.00 50.00 50.00 50.00 50.00
Company Paid Dental Ins $45.29/mo EE 45.29 45.29 45.29 45.29 45.29 45.29
Monthly Subtotal 685.74 679.38 654.98 39,891.37 Benefits Subtotal
Payroll Processing $14.53/mo 14.53 14.53 14.53 14.53 14.53 14.53
Monthly subtotal 14.53 14.53 14.53 857.27 Payroll Subtotal
Total Monthly Cost 4,205.56 3,809.72 2,292.33
Total Annual Salary, Taxes, Benefits & Payroll per Navigator 50,466.72 45,716.63 27,507.94 215,124.56 Salary, Taxes, Benefits, Payroll Subtotal
Total Salary, Benefits & Taxes (annual)50,292.36$ 136,626.81$ 25,055.78$ 214,267.29 Salary, Taxes, Benefits Subtotal
15% Overhead (annual)7,543.85 20,494.02 3,758.37 31,796.24 Overhead Subtotal
Training $500 per Navigator (annual)500.00 500.00 500.00 2,500.00 Training Subtotal
Mileage per Navigator (.545/m x 250 m/mo) per FTE 1,635.00 1,635.00 817.50 7,357.50 Mileage Subtotal
Number of Navigators 1 3 1
# Full Time # Full Time # Part Time
Office Space ($625/mo)7,500.00 Office Space Subtotal
Navigator Supervision ($2500)2,500.00 Supervision Subtotal
Neglect & Abuse Insurance Policy (flat amount)1,738.00 Insurance Subtotal
Office Supplies $500.00
Total Project Cost 266,723.97
Amount of In-Kind Funds Contributed by Empowerment, Inc.28,000.00
Amount Due Empowerment by Orange County Health Department 238,723.97
EMPOWERMENT
Family Success Alliance
29