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Home My WebLink About2018-416-E Finance - Marian Cheek Jackson Center outside agency agreementDocuSign Envelope ID: 7A9252AF- OE3A- 47EE- A4F6- 2A3D9DF527FF OUTSIDE AGENCY PERFORMANCE AGREEMENT 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, ( "County ") and Marian Cheek Jackson Center for Saving and Making History, a not - for - profit corporation, located at 512 W. Rosemary Street, 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 Marian Cheek Jackson Center for Saving and Making History 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 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 and the Program Budget 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 as Exhibit B. 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 Revised Program Budget, the maximum sum of $19,875. 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 four equal installments in the amount of $4,968.75. The first payment is contingent upon receipt of the agency's performance agreement; the remaining payments are contingent upon receipt of the request for reimbursement and related supporting documentation. (Marian Cheek Jackson Center for Saving and Making History) Orange County Outside Agency Performance Agreement Revised 712018 Page 1 of 9 DocuSign Envelope ID: 7A9252AF- OE3A- 47EE- A4F6- 2A3D9DF527FF d. The County's obligation to make the quarterly payments is contingent upon receipt of 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) payment will be made 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 that includes a fiscal report and updates on performance measures as outlined in the Scope of Services. Progress Report dates are: July 1 — December 31; January 1 — March 31 and April 1 - June 30. Reports are due on January 11, April 12, and July 12 of the program fiscal year. 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. 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 (Marian Cheek Jackson Center for Saving and Making History) Orange County Outside Agency Performance Agreement Page 2 of 9 Rev. 7118 DocuSign Envelope ID: 7A9252AF- OE3A- 47EE- A4F6- 2A3D9DF527FF 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 iv. Professional Liability Insurance, covering personal injury, bodily injury and property damage and claims arising out of or related to the performance under this Agreement by the Consultant or his agents, consultants and employees. b. Limits of Coverage: Minimum limits of insurance coverage shall be as follows: INSURANCE DESCRIPTION MINIMUM REQUIRED COVERAGE • Worker's Compensation • Commercial General Liability • Automobile Liability • Professional Liability Limits for Coverage A - Statutory State NC & Coverage B - Employers Liability $500,000 each accident, disease policy limit and disease each employee $1,000,000 Each Occurrence $2,000,000 Aggregate $500,000 Combined Single Limit $1,000,000 Each Occurrence $2,000,000 Aggregate 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 (Marian Cheek Jackson Center for Saving and Making History) Orange County Outside Agency Performance Agreement Page 3 of 9 Rev. 7118 DocuSign Envelope ID: 7A9252AF- OE3A- 47EE- A4F6- 2A3D9DF527FF d. Nothing in this section is intended to affect or abrogate the County's sovereign immunity defenses. 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. Provider agrees to defend, indemnify, and hold harmless the County, for all loss, liability, claims or expense (including reasonable attorney's fees) arising from bodily injury, including death or property damage, to any person or persons caused in whole or in part by the negligence or willful misconduct of the Provider, except to the extent same are caused by the negligence or willful misconduct of the County. It is the intent of this section to require Provider to indemnify the County to the extent permitted under North Carolina law. Nothing in this section is intended to affect or abrogate the County'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 and the Orange County Non - discrimination Policy. 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 $ 14.25 per hour. To the extent possible, Orange County recommends that Marian Cheek Jackson Center for Saving and Making History 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 (Marian Cheek Jackson Center for Saving and Making History) Orange County Outside Agency Performance Agreement Page 4 of 9 Rev. 7118 DocuSign Envelope ID: 7A9252AF- OE3A- 47EE- A4F6- 2A3D9DF527FF 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: County: Finance & Administrative Services Orange County Post Office Box 8181 Hillsborough, NC 27278 Provider: Marian Cheek Jackson Center for Saving and Making History 512 W. Rosemary Street Chapel Hill, NC 27516 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. a. Governing Law. This Agreement and the duties, responsibilities, obligations and rights of respective parties hereunder shall be governed by the laws of the State of North Carolina. 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. 18. 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 I IA and Article 40 of North Carolina General Statute Chapter 66. IN WITNESS WHEREOF, the 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 an[ 'Docusigned by: 71r �.561rt� Ua1ti4,a.ln. DB797898952D48B... For ( 'DocuSignedby, r -7unty Government 66t ti An (, f MKALY ii,t. � 0637994B755E477... Bonnie Hammersley, County Manager (Marian Cheek Jackson Center for Saving and Making History) Orange County Outside Agency Performance Agreement Rev. 7118 8/15/2018 Date 8/16/2018 Date Page S of 9 DocuSign Envelope ID: 7A9252AF- OE3A- 47EE- A4F6- 2A3D9DF527FF EXHIBIT A: PROVIDER'S OUTSIDE AGENCY APPLICATION 1. COVER PAGE a) Applicant Contact Information Applicant Organization's Legal Name: The Marian Cheek Jackson Center for Saving and Making_Histo Applicant Organization's Physical Address: 512 W. Rosemary Street Cha ep I Hill, NC 27516 Applicant Organization's Mailing Address: Same as above Applicant Organization's Web Address: www.jacksoncenter.info Executive Director: Della Pollock Telephone Number: (919) 960 -1670 Tax ID Number: 46- 1988511 E -Mail: hudsonjacksoncenter.info b) Funding Request List all FY18 -19 Human Services (HS) Funding Being Requested — For All Programs) and the Proposed Use of Funds (2 -3 lines or less) Program Carrboro Chapel Orange Total - HS Hill - HS igountymHS Learning Across Generations: Capacity building for $5,000 $10,000 $15,000 $30,000 and expansion of K -12 civil rights education curricula and audio immersion program rooted in social justice work and youth-led activism Promise of Home: To expand our emergency home $7,000 $ $25,000 $32,000 repair program & long -term neighbor retention support efforts Totals $12,000 $10,000 $40,000 $62,000 c) To the best of my knowledge and belief all information and data in this application is true and current. The document has been duly authorized by the governing board of the applicant. i' Signature: cu a Di ctor Signature: Board C airperson Date — Date DocuSign Envelope ID: 7A9252AF- OE3A- 47EE- A4F6- 2A3D9DF527FF EXHIBIT A: PROVIDER'S OUTSIDE AGENCY APPLICATION d) DISCLOSURE OF POTENTIAL CONFLICTS OF INTEREST AND NON DISCRIMINATION CLAUSE Are any of the Board Members or employees of the agency which will be carrying out this program or members of their immediate families, or their business associates... YES NO ❑ o a) Employees of or closely related to employees of the Town of Carrboro, the Town of Chapel Hill, or Orange County? ❑ o b) Members of or closely related to members of the governing bodies of the Town of Carrboro, the Town of Chapel Hill, or Orange County? ❑ o c) Current beneficiaries of the program for which funds are being requested? ❑ ® d) Paid providers of goods or services to the program or having other financial interest in the program? If you have answered YES to any question, please provide a full explanation below. NON - DISCRIMINATION Provider agrees as part of consideration of the granting of funds by funding agencies to 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, gender identity /expression, 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 and the Orange County Anti - discrimination Policy. 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. To the best of my knowledge and belief all of the above information is true and current. I acknowledge and understand that the existence of a potential conflict of interest does not necessarily make the program ineligible for funding, but the existence of an undisclosed conflict may result in the termination of anv grant awarded. Signature: e..xe, tive irector Date Signature: ,�, 1 Z 2 is Board. airperso Date DocuSign Envelope ID: 7A9252AF- OE3A- 47EE- A4F6- 2A3D9DF527FF EXHIBIT A: PROVIDER'S OUTSIDE AGENCY APPLICATION 2. AGENCY INFORMATION (Be Very Brief and Concise) Please provide the following information about your agency (2 pages OR LESS): a) Years in Operation, Date of Incorporation 10 years in operation (established in 2008); Incorporated in March, 2012 b) Agency's Purpose /Mission The Jackson Center's mission is to honor, renew, and build community in the historic Northside, Pine Knolls, Tin Top, and Lloyd /Broad communities of Chapel Hill /Carrboro. We were established in 2008 to respond to rapid demographic changes in these identified and neighboring, historically Black, low - wealth communities in Orange County, NC. These communities have been especially hard hit by the economic recession, increased cost of living, and market pressures to fulfill the demand for rental housing for UNC- Chapel Hill students, resulting in diminishing numbers of low- income and racially and ethnically diverse populations. Our efforts have always intentionally engaged difference directly and crossed all preconceived boundaries of division [across race, class, religion, sexuality, university- neighborhood (historically segregated "service" communities)] with a sustained commitment to social justice and community -led development. As a place -based and oral history driven organization, we preserve the future of neighborhoods in transition and establish our vision of beloved community through the three services described below: c) Types of Services the Agency Provides Youth and Education • Civil Rights and Oral History Workshops • Intergenerational Community Education Tours • Audio Immersion Mentorship Program • Community Learning Tools via our Oral History Trust and Neighborhood Soundwalk o Our youth and education services engage the wisdom of youth voices and amplify community perspectives through strategies like youth -led storytelling, educational work in the public schools, and tours led by community elders. Organizing and Advocacy • Promise of Home: Repair Advocacy, Emergency Home Repairs, and Retention Support • NNI: Landbank Organizing and Affordable Housing Advocacy • Land Preservation (legal and financial tools for preserving land ownership) • Coalition Mobilization (proactive engagement on development policy) o Our organizing and advocacy services challenge inequity and reverse unjust housing trends through community -first planning, research, and relational organizing by activating neighborhood networks to strengthen communities and bring about systemic policy change. Celebration and Connection • Student Engagement, Community Gatherings, and Annual Celebratory Festivals • Interactive History Exhibits • Resident - Driven Newspaper o Our celebration and connection work is founded on in -depth listening and is reflected in our exhibitions, resident- driven newspaper, and participatory events. We honor civil rights history and inspire consciousness and action through our services. d) Agency's History with Providing These Services: The Jackson Center has surpassed program benchmarks set in each of the above service areas every year since its founding. We have four teams made up of neighborhood residents that guide, strategize, and help lead our program work: a neighborhood "Compass" group for our Organizing & Advocacy work, a Community Mentor Team for our Youth & Education work, and a Local Business Network and Student Leadership Group for our Celebration & Connection work. We now have a professional staff of six, including four residents of the neighborhoods we serve. For the last three years, we have been lead partners in the Northside Neighborhood Initiative (NNI), a major housing DocuSign Envelope ID: 7A9252AF- OE3A- 47EE- A4F6- 2A3D9DF527FF EXHIBIT A: PROVIDER'S OUTSIDE AGENCY APPLICATION collaboration between neighborhood leadership, Self -Help, UNC, the Towns, and all local affordable housing agencies. Finally, the Jackson Center has gained support from local, state, and national foundations because of the success of our program work and has been invited to participate in several national presentations for our model of place -based learning, intergenerational civil rights and oral history curricula, and housing justice to preserve the future of historical African - American communities. Within our program's fifth year, the Jackson Center's Learning Across Generations education curricula has continued to initiate the creation of classrooms for equity and social justice. Currently, we have successfully piloted our rebranded audio immersion program The Telling Your Story (TYS) Project with middle and high school students at McDougle Middle School and Phoenix Academy. Prioritizing marginalized students within the district, our program empowers youth to recognize the power of their voices and their space within history. Our partnership with Phoenix Academy represents another hallmark of our program so far: sustained and deepened connections with school partners. In addition to our continued relationship from the prior academic year, we have maintained ongoing commitments with Boomerang Youth Inc and reestablished our sustained collaboration with Northside Elementary. We are excited by the conversations we have created with new school partners and educators. The crux of our curricular initiatives is centered within our Community Mentor Team. This community -first teacher team is composed of community elders, long -term Northside residents, and sustained activists who lived through and participated in the local civil rights struggle; they are critical collaborators in refining our curricular activities and ushering in student critical thinking and reflection via their storytelling in classroom settings. The support of our Community Mentor Team is complemented by two staff members (including one lifetime resident of Northside) and two four -year long interns dedicated solely to the program. e) Other Pertinent Agency Information (Ex. Has the agency experienced any major changes in the past year? Is there a new Executive Director? Are there new initiatives ?) The successful completion and unveiling of the Northside Freedom Fighters Gateway, positioned outside of St. Joseph C.M.E. Church, is one major success that the Jackson Center saw to fruition in 2017. Providing a brief but impactful glimpse into Northside's critical position in the local struggle for civil rights, the gateway features historic Jim Wallace photography and incorporates quotations from oral history interviews within our Oral History Trust. In addition, we completed our intensive Victory Planning Process, which provided a 3 -year strategic map to build capacity for our core programming. We have also been recognized with several awards for our work over the last nine years, including but not limited to: the Harlan Joel Gradin Award for Excellence in the Public Humanities from the NC Humanities Council; the Dr. Martin Luther King Jr. Bridge Builder Award from UNC - Chapel Hill; the Advocacy Award from Preservation Chapel Hill for our historical education work in Chapel Hill /Carrboro; and an award from UNC's Office of Engaged Scholarship for our neighborhood partnership work. The shift from Fusion Youth Radio (FYR) to The TYS Project represents both a major change and new initiative that our education programming has seen. Through FYR, our audio - immersion initiative functioned primarily as an afterschool program for high school students to create their own audio - documentary pieces and produce a monthly radio show to air on UNC - Chapel Hill's student - run station, WXYC. With hopes of nurturing participatory retention and developing a larger community base for growth, creativity, and collaboration, we transitioned to The TYS Project, an in- classroom model embedded within the school day. Currently taking place in two schools across five different class sections, the weekly workshop sessions now champions the voices of middle and high school students. f) Schedule of Positions (For Entire Agency) # of FTE - Full -Time Paid Positions: 4 # of FTE - Paid Part-Time Positions: Z-(+ 4 paid summer interns) # of Volunteers: 410 # of FTE - Volunteers: 3.5 lincludes volunteer ED) g) Living Wage Does this agency pay permanent employees a minimum living wage? (Yes /No) Yes DocuSign Envelope ID: 7A9252AF- OE3A- 47EE- A4F6- 2A3D9DF527FF EXHIBIT A: PROVIDER'S OUTSIDE AGENCY APPLICATION If yes, is this agency an Orange County Living Wage Certified Employer? Yes h) Agency Budget ii. Is your agency currently receiving and/or requesting other (non -Human Services) local (Town of Carrboro, Town of Chapel Hill, Orange County) government funding? Yes If yes, please list below: Include aU programs that have funding requests/awards4otals from Carrboro, Chapel Hill, and Orange County governments (other than Human Services). DO NOT include federal funding sources, such as CDBG and HOME. Program FY17 -18 Award FY18 -19 Request Source Northside /Pine Knolls Community Plan Implementation (Housing Advocacy Program) $40,000 $45,000 Town of Chapel Hill - Affordable Housing Fund *Add rows or attach additional page, if needed. ii. Submit your agency's budget. You may complete the provided template (separate xis file) or you may submit your own budget file (as long as it contains the same information, and in a similar format, as requested in the provided template). See following page. iii. Does your agency budget show a Surplus or Deficit? Small surplus last year Is there a significant change? No Please provide a brief explanation for Surplus or Deficit, and significant changes. Our budget from last year shows a small surplus of $20,000 used to help build safety reserves for the Jackson Center. iv. What is your agency's fiscal year? July 1, 2018 - June 30: 2019 (Example: July 1, 2016 through June 30, 2017) DocuSign Envelope ID: 7A9252AF- OE3A- 47EE- A4F6- 2A3D9DF527FF EXHIBIT A: PROVIDER' �,�WCTAARGENCY APPLICATION Operating Budget for Entire Agency AGENCY NAME: The Marian Cheek Jackson Center for Saving and Making History AGENCY REVENUE Private Donations Agency Generated Revenue (fees) Local Government Grants: Human Services - Town of Carrboro Other - Town of Carrboro Human Services - Town of Chapel Hill Other - Town of Chapel Hill Human Services - Orange County Other - Orange County Other - Town of Hillsborough Other Government Grants Triangle United Way State Government Federal Government (CDBG /HOME /etc.) Private Foundation Grants Other Revenue Total Agency Revenue AGENCY EXPENSES Compensation Rent & Utilities Supplies & Equipment Travel & Training Other Expenses: Total Agency Expenses SURPLUS!(DEFICIT) FOR PERIOD: $ 20,9381$ - $ - 1 0' FY 2018 -19 Agency Budget Actual 2016 -17 Estimated 2017 -18 Projected 2018 -19 Percent Change $ 18,718 $ 28,450 $ 38,000 34% $ 130,465 $ 145,000 $ 145,000 0% $ 3,000 $ 4,000 $ 12,000 200% $ - $ - $ - 0 $ 4,000 $ 4,000 $ 10,000 150% $ 40,000 $ 40,000 $ 45,000 13% $ 10,000 $ 11,250 $ 40,000 256% $ - I $ - I $ - 1 0 $ - $ - $ - 0 $ - $ - $ - 0 $ - $ - $ - 0 $ - $ - $ - 0 $ 62,000.00 $ 73,000.00 $ 0.18 t$43,756.80 =22,796 $ 33,750 $ 25:000 $ 0.26 $ $ 272,736 176,448 $ $ 328,450 203,090 $ $ 388,000 253,900 18% 25% $ 17,572 $ 17,100 $ 18,000 5% $ 17,706 $ 20,100 $ 21,500 7 %. $ 2,822 $ 4,760 $ 6,000 26% $ 37,249 $ 83.400 $ 88,600 6% $ 251,7991$ 328,450 $ 388,000 1 18% SURPLUS!(DEFICIT) FOR PERIOD: $ 20,9381$ - $ - 1 0' FY 2018 -19 Agency Budget DocuSign Envelope ID: 7A9252AF- OE3A- 47EE- A4F6- 2A3D9DF527FF EXHIBIT A: PROVIDER'S OUTSIDE AGENCY APPLICATION 3. PROGRAM INFORMATION (Submit a separate Section 3 for each program) Program Name: Learning Across Generations Program Primary Contact and Title: Megan Stanley, Educations & Communications Director Telephone Number: (919) 960 -1670 E -Mail: mega nA§Iackson center. info a) Indicate the type of Human Service Needs Priority, if program applicable: Priority Area #1: safety -net services for disadvantaged residents R] Priority Area #2: education, mentorship, and afterschool programming for youth facing a variety of challenges ❑ Priority Area #3: programs aimed at improving health and nutrition of needy residents b) Indicate the type of program for which you are requesting funding (Check all that apply to this program) Program Category Youth Adult Elderly Disabled Public Housing Neighborhoods /Residents Affordable Housing Affordable Healthcare Education X X X Family Resources Jobs /Jobs Training Food Transportation Other: Please specify c) Provide a bulleted list of other agencies, if any, with which your agency coordinates /collaborates to accomplish or enhance the Projected Results in the Program(s) to be funded. For each, briefly describe the coordinated /collaborative efforts. Collaborators for Civil Rights & Oral History Workshops and Community Tours * Chapel Hill - Carrboro City Schools, Orange County Schools, and alternative school programs serve as the sites by which we facilitate all of our education programming. The nature of our partnerships occur at every level through meetings with administrators, teachers, and curriculum coordinators pre- and post- all educational work within schools. * Chapel Hill Public Library coordinates educational events and showcases, including oral history based exhibits and storytelling that centers our Community Mentors. * UNC Campus Y builds our capacity by providing Bonner Scholar Interns. They have created workshop materials, deepened the intersection between our education curricula and Oral History Archive, and collaborated with college -based workshop design and implementation. * St. Joseph CME Church, First Baptist Church, St. Paul AME Church, and Lincoln High Alumni Association partner in the creation of our Community Mentor Team and assist in neighborhood workshops and tours. Collaborators for The TYS Project: • Chapel Hill - Carrboro City Schools represent the first site of our pilot audio - immersion program. The district's access to WeVideo served critical in producing audio - documentaries. • Sacrificial Poets & WXYC represent the core partnership in how our audio - immersion programs first began. Sacrificial Poets provided key mentors and poets for nearly every FYR episode and WXYC- Chapel Hill donated critical technical support we could not otherwise access in addition to hosting the student's live broadcasts on their station, 89.3 FM. • Blackspace coordinates youth media workshops to create and support our youth audio - immersion program in the summer. DocuSign Envelope ID: 7A9252AF- OE3A- 47EE- A4F6- 2A3D9DF527FF EXHIBIT A: PROVIDER'S OUTSIDE AGENCY APPLICATION Collaborators for our Oral History Trust and Soundwalk: • University of North Carolina and North Carolina Central University develop community archives and educational materials through a diverse offering of course partnerships. • Southern Oral History Program assists in oral history archive support and implementation. • Carolina Public Humanities connects us to currently practicing K -12 teachers and curriculum coordinators through their Oral History Teacher Fellows Program Program Description (3 pages OR LESS) Please provide the following information about the proposed program: d) Summarize the program services proposed and how the program will address a Town /County priority /goal? Our Youth Leadership and Civil Rights Education program involve three main initiatives: • History -Based Workshops and Intergenerational Community Education Tours This educational series focuses on civil rights, local and oral history, and cross - generational education. It can be broken down into the following: 1. Local Civil Rights Workshops highlight the critical and transformative role of local youth in the struggle to integrate public spaces and attain racial justice. 2. Arts and Methods of Oral History Workshops transform the classroom space into an immersive listening and interviewing place- setting. Fostering intergenerational dialogue, students conduct their own oral history interviews with members of our Community Mentor Team to learn local history from everyday history- makers. 3. Adventures in Local History provide experiential learning opportunities and field trips to students, allowing them to explore Historical Northside through a guided tour. Together we build customized modules that encompass teacher ideas and student creativity. All our workshops meet Common Core State Standards for grade and unit goals. Examples of the learning and visioning made possible through our unique model of multicultural intergenerational education work include: • Northside Alumni Interview (https: / /youtu.be /076SxuxSo6l): an oral history interview between budding oral historians in the fifth grade and three Community Mentors • Beliefs Like Glue' (https: / /youtu.beNA5loDH81rs): a glimpse into the freedom dreams of fourth graders • Audio Immersion Mentorship Program Our audio immersion program is an innovative and creative series aimed at cultivating community leadership among diverse, local middle and high school students. Integrating media arts and performance with historical civil rights education, this program has provided a platform for students to critically reflect on issues of civil rights and explore how their lives and experiences intersect. Its current form is found within The TYS Project, which affirms that each and every student has a story to tell and a voice that is of value. For this, we provide space to amplify the truths and stories of students through the production of audio - documentaries (radio and audio pieces) and photo essays. In addition to building public speaking, critical thinking, and audio editing skills, students raise their social justice consciousness by collaboratively engaging in racial equality discussions and recognizing the power of their own voice. After successful completion of our fall pilot, we are excited to work towards establishing a partnership with an Orange County School so their students can experience social justice storytelling. • Community Learning Tools via our Oral History Trust and Neighborhood Soundwalk Our ongoing oral history initiatives with long -time residents of this County fuel and deepen our education work. Held within our Oral History Trust, an archival resource that we foresee launching in April, our oral histories are utilized for our workshops and ongoing educational work. The intersection of oral history and civil rights history present in all our education endeavors has allowed us to brainstorm ways we can digitize our lessons and workshop plans for the purpose of serving as resources for schools we have not yet reached. Additionally, we have produced a Northside Soundwalk, an audio - documentary-tour featuring 15 oral histories of the neighborhood & civil rights struggle. It orients hundreds of young people each year to learn DocuSign Envelope ID: 7A9252AF- OE3A- 47EE- A4F6- 2A3D9DF527FF EXHIBIT A: PROVIDER'S OUTSIDE AGENCY APPLICATION about the history, transformation, and vision for our community. The addition of the Freedom Fighters Gateway has enhanced our education reach, as it allows us to visually expose students and community members to the history of the area before they start their audio tour. e) Describe the community need or problem to be addressed in relation to the Chapel Hill Human Services Needs Assessment, Orange County BOCC Goals and Priorities, Town of Chapel Hill Council Goals, Carrboro Board Priorities, or other community priorities. Reference local data to support the need for this program. The mission for equity work is a core value and substantive need expressed in both the Human Services Needs Assessment and Orange County BOCC Goals and Priorities. The need for "quality, equitable education for everyone," "diversity and education at all levels," and a reduction in the "achievement gap, school -to- prison pipeline" and additional discrepancies along racial lines are all priorities within this equitable framework. Throughout the country, educators are working to address the ever - growing achievement gap that occurs primarily between low- income students of color and their more affluent white peers. Although the CHCCS District was ranked No. 1 in the state, the district still has one of the most egregious achievement gaps in the US between white and minority students; according to a Stanford Center for Policy Analysis study, CHCCS has the second largest achievement gap between black and white students and fifth largest between Hispanic and white students. Recognizing that OCS has similar deficits, our education programming: • Increases community engagement through the connection of primarily low- income youth and youth of color with mentors in the community to which they can relate. Our utilization of community mentors directly addresses the need for youth support and connectedness via mentors and advocates as well. • Utilizes culturally relevant and responsive teaching practices through relevant local history, reflective dialogue to assess dimensions of power and social justice issues, and engaging activities to aid with the student's learning experience. • Encourages career readiness through the exposure to skills and technology that students would otherwise not have been able to access. • Incorporates values of equity into our curriculum and teaching style, as expressed by the CHCCS Equity Plans and CHCCS /OCS School Improvement Team priorities. f) Who is your target population of individuals to benefit from this program and how will they be identified and connected with the program? Our initiatives reach a wide range of beneficiaries, including K -12 students within our county, university students, current educators across NC, and diverse community members. The reach of our education programming prioritizes county -based youth. Our civil rights education workshops were created from over 200+ area oral histories, primarily with African - American residents, and engage 30+ elder residents for the purposes of bringing critical histories into student awareness, dialogue, and action. Our audio immersion program is available to middle and high school youth throughout Orange County. It has a track record of reaching across barriers, not just in the group's composition but also in the topics of discussion. During our pilot semester, students tackled social issues like colorism, homophobia, and race in local schools in addition to envisioning the legacy and social change they hope to create. With hopes of school expansion, we intend to deepen our partnership with both CHCCS and OCS, to reach an increased number of students outside of town designations. We have met with the CHCCS superintendent who has indicated support for dissemination across the district. We have similar plans this spring with OCS school leadership. g) Describe the credentials of the program manager and other key staff. Our Youth Leadership and Civil Rights Education Program will be carried out by the following: • Our Director of Education would have a professional background in education and /or youth - based work, knowledge of NC curriculum and standards, and receive comprehensive training on the history of Northside and educational resources that inform the curricula. • Our Assistant Director of Education is a lifetime resident of Northside and former participant of Fusion Youth Radio. As an award - recipient of a national radio competition, he also has extensive history in beatmaking, audio production, and workshop facilitation. DocuSign Envelope ID: 7A9252AF- OE3A- 47EE- A4F6- 2A3D9DF527FF EXHIBIT A: PROVIDER'S OUTSIDE AGENCY APPLICATION • Our Executive Director is a professor in UNC's Department of Communication and former interim director of the Southern Oral History Program. • Our Community Mentor Team is composed of over 20 lifetime residents of Northside and community activists within the Civil Rights Movement here. This group, made up of the history makers by which our curriculum is based, meets regularly to help plan workshops. h) Describe the specific period over which the activities will be carried out and include an implementation timeline. In Summer 2018, we will use 2017 -2018 feedback to refine the curriculum of all initiatives, utilize a summer fellow to begin Oral History Trust syllabi curation, and begin scheduling tentative 2018- 2019 workshop dates. Throughout the academic year, we will facilitate Learning Across Generations workshops and host UNC student groups for weekly neighborhood tours via our Soundwalk. Our civil rights and oral history services see a spring surge as course schedules traditionally teach civil rights and Black history during February- March. Thus, Fall 2018 will primarily focus on TYS weekly implementation and Spring 2019 will primarily focus on history-based workshops. Summer 2019 will conclude with us conducting end -of -year evaluations to assess impact and areas for refinement. i) Why is funding this program a good investment for the community? How does funding this program add value to the community? (250 words OR LESS) All of these programs aim to preserve and empower local communities: we sustain the historically African American community of Northside through oral history preservation and a neighborhood Soundwalk; we empower elderly neighbors to share their history with younger generations and intentionally engage with the community; and we also empower our next generation of leaders to develop and share their own stories and perspectives with communities, both local and national. We believe that our Youth & Education programs address a variety of chosen Town /County priorities. Additionally, our education initiatives align with both the CHCCS Equity Plan and the vision for equity and excellence expressed in each individual School Improvement Plan within our district. Our programs foster creative engagement and civic participation across race, class, and age barriers by intentionally focusing on innovative, intergenerational education practices that address a variety of social justice issues, including the Civil Rights Movement of the 1960's and its connections to our current soiciopolitical climate. We offer nuanced Civil Rights curricula to empower and engage students (especially youth of color and low- income), and directly connect them with older mentors. This interchange fosters intergenerational communication and listening because older residents are then empowered to share their histories with youth. We create safe spaces and community forums, honor cultural practices, and revitalize our community while connecting across difference. j) Describe what would happen if requested funding is not awarded at all or if a reduced allocation is recommended. If funding was not awarded or was reduced, we would ultimately be faced with reducing the number of workshops offered to our school partners. We would struggle to sustain the full staff support that we offer to our programs and to keep our programs free of cost to student participants, which is a key way in ensuring true diversity and equitable access. Having said this, we would be determined to find a way to continue at capacity because we recognize the value and importance these projects have to our collective community. k) What percentage of your target population is low- moderate income? We do not have a way to track this, as our workshops are delivered in a variety of school classrooms and alternative school sites like Boomerang, Phoenix, and the UNC Hospital School. 1) What efforts do you make to seek feedback about your program from your target population? For our civil rights and oral history workshops, we use program evaluation surveys for teachers and students to provide feedback and quantitatively assess workshop engagement and learning. Additionally, we have acquired handwritten cards from students who further expressed the impact of our work. We conclude our audio immersion semester by debriefing the audio production process in its entirety. Additionally, we are creating community -based listening parties to showcase student work; this environment will garner additional feedback from students, faculty, and community members. DocuSign Envelope ID: 7A9252AF- OE3A- 47EE- A4F6- 2A3D9DF527FF EXHIBIT A: PROVIDER'S OUTSIDE AGENCY APPLICATION m) Include any other pertinent information. We are excited to continue deepening this intergenerational work in the year to come and are pleased to answer any additional questions as needed. Thank you for your consideration. DocuSign Envelope ID: 7A9252AF- OE3A- 47EE- A4F6- 2A3D9DF527FF EXHIBIT A: PROVIDER'S OUTSIDE AGENCY APPLICATION Additional Program Information n) Target Population Complete the following tables, with numbers (not percentages) of individuals served and to be served, to the best of your ability, Program Target Population Demographics Gender Male Female Nonbinary** Total Ethnicity African - American American Indian or Alaska Native Asian Caucasian Native Hawaiian or other Pacific Islander Hispanic /Latino ** Age Geographic Location Other: Multiracial or Unidentified Total 0 -5 years 6 -18 years 19 -50 years 51+ years Total Alamance County Chatham County Durham County Wake County Orange County Breakdown Town of Chapel Hill ** Town of Carrboro Town of Hillsborough Orange County** Actual Estimated Projected 2016 -17 1 2017 -18 1 2018 -19 658 791 938 750 8 888 1024 1,416 1,679 1,962 307 363 472 7 5 7 120 143 147 705 787 888 3 2 2 181 271 333 95 106 113 1,416 1,679 1,962 3 0 0 740 1,080 1,320 638 552 590 35 47 52 1,4161 1,679 1,962 0 0 0 0 15 15 200 0 200 0 0 0 680 761 794 322 660 670 1,416 243 283 Total 1 1,416 1 1,679 1 1,962 * *Please note: On our demographic surveys we do not separate race from ethnicity, thus we have kept the Hispanic /Latino grouping as its own racial category within the Ethnic Demographic section. We have made slight modifications to the Geographic Location section as well. On our surveys we do do not break up the Town of Chapel Hill on the basis of public and non - public housing nor do we break up Orange County by its municipalities. For this reason, we have provided you with the cumulative total of youth and elders served in both areas. Finally, we have made our student surveys more inclusive which is why a nonbinary option is added to the Gender section. DocuSign Envelope ID: 7A9252AF- OE3A- 47EE- A4F6- 2A3D9DF527FF EXHIBIT A: PROVIDER'S OUTSIDE AGENCY APPLICATION Work Statement o) Complete the Work Statement Chart to describe the work to be performed. Work Statement Chart for Program Learning Across Generations 1. Program Activity Name History-Based Educational Workshops and Tours • Local Civil Rights Workshop • Arts and Method of Oral History Workshop • Inter generational Community Education Tours Program Goal Teachers report 75% greater engagement with curricular units and studies after successful facilitation and implementation of education initiatives Performance Measures • Early planning meetings that allow teachers to: • Collaboratively set clear goals with Jackson Center • Identify learning needs and strengths of students • Intake and exit surveys for teachers to provide feedback and suggestions, analyze student's engagement and learning depth during workshop, and assess strengths • Age- appropriate intake and exit surveys for students to provide feedback and suggestions, analyze their own engagement, and assess strengths Previous Year Program Results • During the 2016 -2017 school year, 100% of teachers reported greater engagement with curricular units and studies after successful facilitation and implementation of educational workshop(s) and /or tour(s). Additionally, 92.1% of students reported a personal rise in engagement after our sessions. • Receiving many cards, feedback narratives, and emails from students and school partners also revealed the deepened engagement qualitatively Current Year Estimated Results . Over 75% of teachers report greater engagement with curricular units and studies after successful facilitation and implementation of educational workshop(s) and /or tour(s) o Our estimates are based upon the high measures received from last year's programming and the current feedback received regarding student's engagement in The TYS Project pilot. We anticipate maintaining high scores of engagement during our concerted spring focus of civil rights and oral history workshops. Increased attention to Common Core State Standards strengthens education programs and increases relevancy to student growth and development Next Year Projected Results • Over 75% of teachers report greater engagement with curricular units and studies after successful facilitation and implementation of educational workshop(s) and /or tour(s) • Increased attention to Common Core State Standards strengthens education programs and increases relevancy to student growth and development 2. Program Activity dame History-Based Educational Workshops and Tours • Local Civil Rights Workshop • Arts and Method of Oral History Workshop • Intergenerational Community Education Tours Audio Immersion High School Mentorship Program • The Telling Your Story TYS Project Program Goal Develop 4 new, sustainable partnerships by the end of the school year to strengthen and grow the reach of our civil rights curricula and audio immersion programming. These new partnerships will DocuSign Envelope ID: 7A9252AF- OE3A- 47EE- A4F6- 2A3D9DF527FF EXHIBIT A: PROVIDER'S OUTSIDE AGENCY APPLICATION focus particularly on county schools, low- income youth, and students from high-needs communities Performance Measures a Workshops and/or tours have been given to new school partners that we have not worked with before Previous Year Program Results a We established 5 new partnerships and also renewed 1 partnership with Chapel Hill High School by reconnecting with an African American History_ Elective Current Year Estimated Results a Sustained partnerships with those gained in 2016 -2017 while establishing four new partners e We have maintained three ongoing partnerships during the fall semester, two of which are audio immersive. We have also discussed the potential for civil rights workshops with many new schools in CHCCS and OCS Next Year Projected Results ' e Sustained partnerships with four additional partnerships established in the 2017 -2018 year, adding at least two additional partners in 2018 -2019 3. Program Activity Name Audio Immersion High School Mentorship Program • The Telling Your Story (TYS ) Project Program Goal 75% of audio immersion participants will show measurable increase of civic media skills and confidence in their voices after completion of their workshop sessions Performance Measures a Intake and exit surveys that target civic participation, confidence, media, and literacy skills to provide a comparative baseline of our program's effectiveness e Supplemental surveys at various checkpoints throughout the workshop timeline to assess the mastery of a specific skill e Mentors provide copious opportunities for student feedback on curricula and program development so that the program is tailored for student success Previous Year Program Results a N/A - participatory attrition in the 2016 -2017 Fusion Youth Radio program was the primary catalyst for shifting towards an in- school model for youth to voice their truths. The FYR program provided us a critical foundation in the syllabus development for our semester- and year-long program initiative Current Year Estimated Results a Based on our fall semester survey, 81% of students showed measurable increases in civic media skills and audio production e A spring listening party with family and friends of the 57 youth participants, community members, and school faculty and administration will be held to showcase student - produced feces Next Year Projected Results a 75% of audio immersion participants will show measurable increases in civic media skills and confidence in their voices upon completion of the yearlong audio immersion program e An additional high school group will have developed a digital portfolio of interviews, audio pieces, audio - documentary pitches and storyboards, and other clips that can be used for future professional development 4. Program Activity Name Oral History Trust and Neighborhood Soundwalk Program Goal Expand the Jackson Center's Oral History Trust through the development of a digitized teaching guide with lessons to serve as a resourceful aid for educators Performance Measures e 5 comprehensive lessons developed and uploaded to our Oral History Trust Previous Year Program Results a N/A - this is a new program goal developed through our intensive Victory Planning process and collaboration with the DocuSign Envelope ID: 7A9252AF- OE3A- 47EE- A4F6- 2A3D9DF527FF EXHIBIT A: PROVIDER'S OUTSIDE AGENCY APPLICATION Carolina Public Humanities' Oral History Teaching Fellows during the summer of 2017. Our efforts in 2016 -2017 though were primarily centered on expanding the number of oral history interviews that were appropriately processed in our Oral History Trust Current Year Estimated Results a Archival materials within our Oral History Trust (interviews, historic photographs, exhibition materials) have been labeled and tagged within a potential lesson theme. Additionally, we have developed guiding discussion questions as models for teachers who may display a historic photograph in class • A summer fellow intern will start the groundwork of interweaving the archival materials, discussion questions and objectives, and activities we employ into a brief sketch Next Year Projected Results • An exhibition space to feature student projects and audio - documentary pieces, mentor interviews through our oral history workshops, and associated resources for teachers to engage will be found in our Digital Commons • 5 lessons will be digitized and uploaded to our commons site, increasing teacher accessibility to 5. Program Activity Name Community Mentor Team Program Goal 50% of our history-based workshops and tours will actively involve community mentors, thus increasing the intergenerational dialogue and connection between long-term neighbors and youth Performance Measures • Educational workshop checklists to track and manage community mentor involvement • Quarterly mentor team meetings allowing mentors to sign up and prepare for workshop and tour opportunities Previous Year Program Results • 41% of our civil rights and oral history workshops involved Community Mentors presence in the classroom. They shared their stories with students and also served as the subjects for The Chronicles of Northside, a collection of oral- history based storybooks produced in collaboration with first -grade classes at Northside Elementary • We facilitated monthly Community Mentor Team meetings to discuss curricular revisions and ways in which we can further engage and support students Current Year Estimated Results a Half of the civil rights and oral history workshops we facilitate during the 2017 -2018 school year will actively involve the workshop presence of Community Mentors. • We have already established an ongoing spring workshop series with the Northside Boys & Girls Club which will center the voices of our Mentors Next Year Projected Results • 75% of workshops and tours will actively involve community mentors, with participation beginning immediately in the fall semester. • We will identify creative ways in which our Community Mentor Team can work within The TYS Project, as there is value in the intergenerational interchange of civil rights narratives. Because many of our TYS students discussed race, discrimination, and xenophobia within their pieces, we view this as a unique opportunity to blend the voices of diverse agents who have either fought for or are beginning to envision social change DocuSign Envelope ID: 7A9252AF- OE3A- 47EE- A4F6- 2A3D9DF527FF EXHIBIT A: PROVIDER'S OUTSIDE AGENCY APPLICATION p) Program Budget - Learning Across Generations 1. Submit your program budget. You may complete the provided template (separate As file) or you may submit your own budget file (as long as it contains the same information, in the same format, as requested in the provided template). Program Budgets are required to define budget amounts for the previous program year, current program year, and next program year for the following categories: • Revenues • Private Donations • Program Generated Revenue • Local Government Grants • Carrboro Human Services • Carrboro Other • Chapel Hill Human Services • Chapel Hill Other (DO NOT include CDBG funding here) • Orange County Human Services • Orange County Other (DO NOT Include HOME funding here) • Other Government Grants • Triangle United Way • State Government Federal Government (CDBG /HOME /etc.) Private Foundation Grants • Other Revenue • Expenditures • Compensation • Rent & Utilities • Supplies & Equipment • Travel & Training • Other Expenses 2. Program Budget Detail — Provide description of "other" budget items, not defined. "Other" expenses includes insurance, printing, postage, and miscellaneous. 3. This program budget represents what percent of the agency budget? 21 % 4. COST PER INDIVIDUAL This Cost per Individual must reflect the total program budget divided by the total number of program individuals in this application. Actual 2016 -17 Estimated 2017 -18 1 Projected 2018 -19 Total Cost of Program Total # of Individuals $52,400 1,416 $68,031 $78,133 1,679 1,962 Cost Per Individual $37.00 $40.52 $39.82 DocuSign Envelope ID: 7A9252AF- OE3A- 47EE- A4F6- 2A3D9DF527FF EXHIBIT A: PROVIDER'S OUTSIDE AGENCY APPLICATION Program Budget Operating Budget for Program PROGRAM NAME: Learning Across Generations PROGRAM REVENUE Private Donations Program Generated Revenue Local Government Grants: Human Services - Town of Carrboro Other - Town of Carrboro Human Services - Town of Chapel Hill Other - Town of Chapel Hill Human Services - Orange County Other - Orange County Other - Town of Hillsborough Other Government Grants Triangle United Way State Government Federal Government (CDBG /HOME /etc.) Private Foundation Grants Other Revenue Total Program Revenue PROGRAM EXPENSES Compensation Rent & Utilities Supplies & Equipment Travel & Training Other Expenses: Total Program Expenses SURPLUS /(DEFICIT) FOR PERIOD: 1 $ (0) $ (6,892)1$ - 1 100% * Our agency will be able to fill the slight deficit this year with more general operating dollars, but wanted to show that the program itself is operating at a slight loss this year FY 2018 -19 Program Budget Actual 2016 -17 Estimated 2017 -18 Projected 2018 -19 Percent Change $ 5,666 $ 9,389 $ 10,633 13% $ 11.733 $ 15.000 $ 16.500 10% $ 3,000 $ 4,000 $ 5,000 25% $ - $ - $ - 0 $ 4,000 $ 4,000 $ 10,000 150% $ - $ - $ - 0 $ 10,000. $ 11,250 $ 15,000 33% $ - $ - $ - 0 $ - $ - $ - 0 $ - $ - $ - 0 $ - $ - $ - 0 $ - $ - $ - 0 $ 18.(300.00 $ 18.500.00 $ 21,000.00 $ 0.14 $ $ - $ _ 0 $ $ 52,399 41,632 $ $ 62,139 54,800 $ $ 78,133 63,748 26% 16% $ 3,527 $ 3,960 $ 4,320 9% $ 3,240 $ 3,668 $ 4,115 12% $ 1,765 $ 2,642 $ 2,800 6% $ 2 236 $ 2.961 $ 3.150 6% $ 52,400 $ 68,031 $ 78,133 15% SURPLUS /(DEFICIT) FOR PERIOD: 1 $ (0) $ (6,892)1$ - 1 100% * Our agency will be able to fill the slight deficit this year with more general operating dollars, but wanted to show that the program itself is operating at a slight loss this year FY 2018 -19 Program Budget DocuSign Envelope ID: 7A9252AF- OE3A- 47EE- A4F6- 2A3D9DF527FF EXHIBIT A: PROVIDER'S OUTSIDE AGENCY APPLICATION 3. PROGRAM INFORMATION (Submit a separate Section 3 for each program) Program Name: Promise of Home: Emergency Repairs & Long -term Neighbor Retention Sport Program Primary Contact and Title: Hudson Vaughan, Senior Director Telephone Number: 919- 960 -1670 E -Mail: Hudson @jacksoncenter.info a) Indicate the type of Human Service Needs Priority, if program applicable: ® Priority Area #1: safety -net services for disadvantaged residents ❑ Priority Area #2: education, mentorship, and afterschool programming for youth facing a variety of challenges ❑ Priority Area #3: programs aimed at improving health and nutrition of needy residents b) Indicate the type of program for which you are requesting funding (Check all that apply to this program) Program Category Youth Adult Elderly Disabled Public Housing Neighborhoods/Residents Affordable Housing X X _ Affordable Healthcare Education X X X X Family Resources Jobs /Jobs Training Food Transportation Other: Please specify c) Provide a bulleted list of other agencies, if any, with which your agency coordinates /collaborates to accomplish or enhance the Projected Results in the Program(s) to be funded. For each, briefly describe the coordinated /collaborative efforts. All of our work is essentially collaborative especially because our mission is so uniquely place - based. We partner with over 35 agencies in the area for different aspects of our work. Some of our primary partnerships for this program include: • Habitat for Humanity and Self -Help: Our core home - repair partners. This group meets every month to complete joint reviews of applications and coordinate plans to best meet the needs of home repair applicants. • Fix -a -Home, Rebuilding Together, JOCCA, Orange County Urgent Repair, OWASA: Referral partners for home repairs, including for households outside of Northside, Pine Knolls, Lloyd /Broad, and Tin Top. • Black Law Student Association, UNC Pro Bono Clinic, CCLA, Center for Civil Rights, LegalAid: Organizations with whom we partner for the free wills drafting clinics and legal advocacy for neighbors. • Self -Help, the Towns of Chapel Hill & Carrboro, UNC - Chapel Hill, and all local affordable housing agencies: implementation partners for the Northside Neighborhood Initiative. PROGRAM INFORMATION 1/23/2018 2:58:40 PM Page 2 of 10 DocuSign Envelope ID: 7A9252AF- OE3A- 47EE- A4F6- 2A3D9DF527FF EXHIBIT A: PROVIDER'S OUTSIDE AGENCY APPLICATION Program Description (3 pages OR LESS) d) Summarize the program services proposed and how the program will address a Town /County priority /goal? Residents of the Northside, Pine Knolls, Tin Top, and Lloyd -Broad neighborhoods have helped sustain the our community for generations. Many of these neighbors have been community leaders while working multiple jobs well into their 80s. These residents have taken great pride in keeping up the homes they have lived in for decades but they are now facing the impact of intense market forces, an aging housing stock requiring re- investment, and rising ownership costs that threaten some of Orange County's most diverse neighborhoods. The Jackson Center's Promise of Home Program addresses these challenges by providing comprehensive connection to resources and support, ongoing home repair advocacy, and an emergency safety net for elderly, long -term, low- income residents of Orange County. We do this through the following three primary services: • Home Repair Advocacy: The Jackson Center works to ensure that all elderly and low- income neighbors in our Northside, Pine Knolls, Tin Top, and Lloyd /Broad are living in safe and healthy living environments. Our strength as an organization is our reach into the community and our coordination of partnerships in response. The last two years, we organized a Promise of Home repair effort that centralized and streamlined collaboration between three agencies that primarily coordinate repairs. We have one common application for repairs in these neighborhoods, and we coordinate neighborhood connections, the intakes & initial assessments, and partner meetings. In the last year, we have been able to coordinate 15 collaborative repairs, while assisting dozens of other households with referrals who are outside of our geographic focus but still in Orange County. Key to our collective success is the capacity to be out in the community connecting, engaging, and advocating on behalf of neighbors. • Emergency Repair Coordination: The Jackson Center has developed an emergency home repair program that allows us to hire quality subcontractors from a coordinated vendor network to complete urgent (i.e. that day /week) safety repairs. These repairs range from $300 45,000 and have included fixes to urgent leaks, electrical safety issues, pipes bursting, and HVAC outages. After a short-term fix is immediately implemented, we work with the residents to fill out complete referral applications for other agencies. These critical emergency repairs buy time for our partners to respond to the deeper needs of the household over the next several months without leaving the safety of the residents in limbo. This program initially only included Northside and Lloyd /Broad neighborhoods, but we recently expanded the program to include Pine Knolls and Tin Top. Since the program began, we have been able to coordinate over a dozen emergency repairs. Support will enable us to increase the number of emergency repairs and build a stronger vendor network for quick, quality responses to requests. • Keeping Your House a Home Workshops & Annual Wills Clinic: We created this intensive workshop over the course of several years in collaboration with neighborhood leaders and UNC law school to share resources on the legal and financial tools to protect family assets and help plan for the future of homes. We also use this workshop as a way to connect residents to existing home repair and tax mitigation programs, as well as our annual wills clinic. This workshop takes place with individual families or small groups so that we can tailor it to specific circumstances and challenges. We hope to ensure that an additional 50 families complete the workshop and that we extend the curriculum to a follow -up series, an expansion enabled by the addition of a lifetime Northside neighbor joining our staff who was instrumental in the development of these workshops. Additionally, we organize an annual wills drafting clinic and legal support for Orange County residents in partnership with several legal partners that is now reaching nearly 20 households per year. This program allows us to provide a coordinated safety net for long -term, elderly homeowners who otherwise may not be able to stay in their homes, while also providing education and resources that help maintain the quality, affordability, and sustainability of their homes. e) Describe the community need or problem to be addressed in relation to the Chapel Hill Human Services Needs Assessment, Orange County BOCC Goals and Priorities, Town of PROGRAM INFORMATION 1/23/2018 2:58:40 PM Page 3 of 10 DocuSign Envelope ID: 7A9252AF- OE3A- 47EE- A4F6- 2A3D9DF527FF EXHIBIT A: PROVIDER'S OUTSIDE AGENCY APPLICATION Chapel Hill Council Goals, Carrboro Board Priorities, or other community priorities (i.e. Council /Board Goals). Reference local data to support the need for this program. We developed our Promise of Home program to address several challenges long -term homeowners have faced in the neighborhood: • Urgent repairs were not urgent, and there was no program that could deliver emergency repairs while connecting residents with more comprehensive resources. At one point, an 80 year -old disabled woman called in the middle of winter because her heating unit had broken. An agency that did "urgent repairs" said it would take at least three weeks to repair, despite our pleas. Our emergency repair program can respond the same day. • Residents would often be added to every home repair waiting list for several years. Ms. Felix, for example, waited 10 years on waiting lists to try to repair windows that were broken and had rotted in her room. Our coordinated application for the neighborhood has meant neighbors who qualify have to wait less than a year. We are in touch with them to update them on the progress of their repairs in the meantime. • Many residents did not have affordable access to wills and other important information for ensuring their future hopes for their homes. Over a dozen homes in our neighborhood had become vacant and deteriorated as a result of complicated heirs situations. The resources shared in our workshop help prevent this and provide free access to wills and other legal documents. Our annual wills clinic has reached 65 OC residents over the last five years. • Nearly all of the elderly households in Northside qualified for programs like the Homestead Exemption, yet dozens still do not know about it. When we began our Keeping Your House workshops, we were surprised to discover that over 90% of participants qualified for a repair or tax program, many run through the County, that they were not aware of. Our workshops ensure residents are connected to resources and have access to support. One of Orange County's top priorities is to "ensure a community network of basic human services... that maintains, protects, and promotes the well -being of all county residents." " Similarly, Carrboro's board prioritizes "protecting historic neighborhoods" and "preserving diversity." Finally, Chapel Hill's needs assessment identifies affordable housing as its top identified need, and all three jurisdications prioritize affordable housing. Our Promise of Home Program addresses a set of problems that are at the heart of these priorities: retention and protection of quality, affordable housing for families, access to resources and support that help maintain homes and keep residents connected, and a system of response that allows these historic neighborhoods to thrive. f) Who is your target population of individuals to benefit from this program and how will they be identified and connected with the program? Low - Moderate income homeowners in the Northside, Pine Knolls, Tin Top, and Lloyd /Broad neighborhoods are the target population for this program, with a special focus on the -95 households in the neighborhoods with residents over the age of 62 or disabled. We have been engaged in the neighborhood for nearly 10 years now, and have a wide variety of communication methods to engage neighbors in our programming. We are a "boots on the ground" organization, so our strength is in the connections. Our core methods include: the Northside Newspaper, our print -link that is hand - delivered to all 850 households, six area churches, dozens of local businesses, Northside Elementary and Hargraves each month; our "precinct- networks, " neighbors on each block who we call for help spreading the word for events & meetings as well as helping us connect with neighbors in need of repairs and other support; and our community teams - the Northside Compass Group, the Local Business Network, and our Community Mentor Team. g) Describe the credentials of the program manager and other key staff. (Ex. Identify Program Manager and credentials, describe training provided to volunteers, etc.) • Community Advocacy_ Specialist: Kathy Atwater - Role: Lead Keeping Your House A Home Workshops. Coordinate Annual Wills Drafting Clinics. Ensure communication reaches those PROGRAM INFORMATION 1/23/2018 2:58:40 PM Page 4 of 10 DocuSign Envelope ID: 7A9252AF- OE3A- 47EE- A4F6- 2A3D9DF527FF EXHIBIT A: PROVIDER'S OUTSIDE AGENCY APPLICATION who most need it. Experience: Kathy is a lifetime resident and leader of Northside, a member of the Habitat for Humanity board, and has led over 20 neighborhood workshops. Senior Director: Hudson Vaughan - Role: Lead administration of Promise of Home. Coordinate emergency home repair program. Supervise staff. Assist in partner mobilization and support of home repair and preservation efforts. Experience: Hudson has worked at the Jackson Center since its founding in 2008. Associate Director: George Barrett - Role: Lead coordination of home repair advocacy work. Experience: George has been a full -time staff member at the Jackson Center for four years. He has spearheaded our home repair advocacy work this last three years, leveraging over 40 home repairs, organizing 3 wills clinics, and coordinating hundreds of volunteers a year. h) Describe the specific period over which the activities will be carried out and include an implementation timeline. All three activities are offered year- round. We have attached a full implementation chart to show primary planning in relation to action. 1) Why is funding this program a good investment for the community? How does funding this program add value to the community? (250 words OR LESS) Across the nation, historic African - American neighborhoods near downtowns are facing rising costs often leading to the displacement of lifetime residents. Many affordable housing and community development initiatives succeed at creating new opportunities for families as part of "revitalization" efforts, but few are able to ensure that their efforts support existing long -term neighbors. Our efforts prioritize retention, strengthen our community's diversity, and support those who have built and sustained this County. Additionally, funding this program is a good investment because, with limited resources, we have been able to leverage over $250,000 of external resources directly into homes in the last two years. Supporting our capacity allows us to continue to mobilize partners for greater resources to serve residents directly. j) Describe what would happen if requested funding is not awarded at all or if a reduced allocation is recommended. We have relied solely on Chapel Hill and external grant funding for this program this last year (focused on Northside), but that is not sustainable given our expansion to additional neighborhoods. While we would continue our program, no or reduced funding would have a significant impact on our ability to provide the kind of "boots on the ground" organizing that has been critical to our success. It would limit the time our Community Advocacy Specialist could prioritize retention efforts, which are at the crux of our work. And finally, it would limit the number of emergency repairs we could do outside of Northside, as most of our existing funding is limited to this area. Funding from all three jurisdictions would allow significant staff support that frees us to focus less on sustaining our organization and more on sustaining the critical work of retaining lifetime residents sustain this communit.. k) What percentage of your target population is low- moderate income? 100% 1) What efforts do you make to seek feedback about your program from your target population (e.g. survey, evaluations, etc. ?) Our target population has been the primary creators of these programs. Our Compass Group, made up of residents from across the neighborhood, helped develop this program and meets monthly to give ongoing feedback and guidance. Additionally, we conduct 30- minute satisfaction - surveys in person for all of our home repairs. These surveys are reviewed with partner agencies to determine how to continue to improve the delivery of these repairs. Finally, all attendees to our workshops fill out an evaluation form that reviews the presentation and gives feedback on areas of improvement and additional information requested by the participant. m) Include any other pertinent information. We appreciate your consideration. PROGRAM INFORMATION 1/23/2018 2:58:40 PM Page 5 of 10 DocuSign Envelope ID: 7A9252AF- OE3A- 47EE- A4F6- 2A3D9DF527FF EXHIBIT A: PROVIDER'S OUTSIDE AGENCY APPLICATION Additional Program Information n) Target Population Complete the following tables, with numbers (not percentages) of individuals served. *Number below includes people receiving wills, home repairs & home repair advocacy, and /or Keeping Your House a Home workshops. Several folks participated across different programs and are not double - counted. Additional households connected to resources are not accounted for. Program Target Population Demographics Gender Male Female Total Ethnicity African - American American Indian or Alaska Native Asian Caucasian Native Hawaiian or other Pacific Islander Other: specify Total Of the above, how many Hispanic /Latino Of the above, how many non - Hispanic /Latino Total Age Geographic Location 0 -5 years 6 -18 years 19 -50 years 51+ years Total Alamance County Chatham County Durham County Wake County Orange County Breakdown Chapel Hill Public Housing Town of Chapel Hill (Non - Public Housing) Town of Carrboro Town of Hillsborough City of Mebane (Orange County) Orange County (Outside Municipalities) Actual Estimated Projected 2016 -17 2017 -18 2018 -19 22 25 42 57 69 94 79 94 136 73 84 113 N/A N/A 128 4 6 8 2 4 15 79 94 136 15 17 39 79 94 136 N/A N/A 8 N/A N/A 128 0 0 136 Total 1 79 94 1 136 PROGRAM INFORMATION 1/23/2018 2:58:40 PM Page 6 of 10 1 2 4 9 8 12 69 84 120 79 94 136 Total 1 79 94 1 136 PROGRAM INFORMATION 1/23/2018 2:58:40 PM Page 6 of 10 40 51 58 24 26 39 15 17 39 Total 1 79 94 1 136 PROGRAM INFORMATION 1/23/2018 2:58:40 PM Page 6 of 10 DocuSign Envelope ID: 7A9252AF- OE3A- 47EE- A4F6- 2A3D9DF527FF EXHIBIT A: PROVIDER'S OUTSIDE AGENCY APPLICATION Work Statement o) Complete the Work Statement Chart to describe the work to be performed. This chart is used to document program activities, program goals, performance measures, and actual results. (Add more rows as needed) If this is a new program, you will only document the projected information. Every program is required to have AT LEAST 1 Program Activity, which should be SMART (Specific, Measurable, Achievable, Relevant, and Time - bound. Click on SMART Goals to learn more. • Program Activities should outline major activities the agency implements to accomplish its program goals. (i.e. Deliver meals to elderly /disabled residents.) • Program Goal should explain what the program is trying to achieve /accomplish. Goals are statements about what the program should accomplish. (i.e. Deliver 100 meals per day, Monday- Friday.) • Performance Measures describe how you will evaluate the degree in which you achieved the stated goals. (i.e. Will track the number of meals delivered each day.) • Actual Program Results use program results to indicate the actual measureable achievement of goals. If goals were not met, please explain. (i.e. Delivered an average of 105 meals per day.) Work Statement Chart for Program _Promise of Home: _ 1. Program Activity Name Keeping Your House a Home Preservation workshops and wills drafting clinics Program Goal Ensure that 75 elderly, low- income residents receive home preservation education and equitable access to legal and financial services and end -of -life documents. Performance Measures Track numbers of household participants in workshops and legal clinics, as well as those connected to legal and financial services; evaluations for all households. Previous Year Program Results 36 elderly and/or low income residents completed workshops and/or connected to services Current Year Estimated Results 50 elderly and/or low income residents completed workshops and /or connected to services Next Year Projected Results 75 elderly and /or low income residents completed workshops and/or connected to services 2. Program Activity Name Home Repair Advocacy Program Goal Ensure at least 15 households, primarily in Tin Top, Pine Knolls, and Lloyd /Broad receive coordinated, comprehensive, quality home repairs; ensure that an additional 20 families across the County receive advocacy and referral support. Performance Measures Track # of households; home repair evaluation monitors quality and timeliness Previous Year Program Results 12 coordinated repairs, primarily in Northside; 12 additional advocac clients receive repairs through partner referrals Current Year Estimated Results 14 coordinated repairs, primarily in Northside; 12 additional advocacy clients receive repairs through partner referrals Next Year Projected Results 15 coordinated repairs, spread across 4 neighborhoods; 20 additional advocacv clients receive repairs through partner referrals 3. Program Activity Name Emergency Repair Program Program Goal Coordinate at least 12 urgent repairs within 1 week turnaround; add at least three vendors to existing repair vendor list. PROGRAM INFORMATION 1/23/2018 2:58:40 PM Page 7 of 10 DocuSign Envelope ID: 7A9252AF- OE3A- 47EE- A4F6- 2A3D9DF527FF EXHIBIT A: PROVIDER'S OUTSIDE AGENCY APPLICATION Performance Measures Track # of households requesting repairs, response time, delivery Previous Year Program Results 6 emergency repairs completed, all in Northside /Lloyd /Broad Current Year Estimated Results 8 emergency repairs completed, Northside /Lloyd /Broad Next Year Projected Results 12 emergency repairs completed in 4 neighborhoods. J F Appendix: Detailed realistic timetable TASK OWNER J A S O N D J F M A M J U 7 U E C O E A E A P A U L G P T V C N B R R Y N Home AD /SD/ Repair CAS Advocacy /Intake Major Coordinated TEAM Repairs Emergency Repair SD Program Coordination Wills Clinics Planning CAS /SD and Recruitment Pre -Wills Drafting CAS Meetings Wills Clinics + Legal CAS /SD Workshops KYHAH Workshops CAS TEAM CAS — Community Advocacy Specialist SD — Senior Director AD — Associate Director PROGRAM INFORMATION 1/23/2018 2:58:40 PM Page 8 of 10 DocuSign Envelope ID: 7A9252AF- OE3A- 47EE- A4F6- 2A3D9DF527FF EXHIBIT A: PROVIDER'S OUTSIDE AGENCY APPLICATION p) Program Budget 1. Submit your program budget. You may complete the provided template (separate As file) or you may submit your own budget file (as long as it contains the same information, in the same format, as requested in the provided template). Program Budgets are required to define budget amounts for the previous program year, current program year, and next program year for the following categories: Revenues • Private Donations • Program Generated Revenue • Local Government Grants • Carrboro Human Services • Carrboro Other • Chapel Hill Human Services • Chapel Hill Other (DO NOT include CDBG funding here) • Orange County Human Services • Orange County Other (DO NOT Include HOME funding here) • Other Government Grants • Triangle United Way • State Government • Federal Government (CDBG /HOME /etc.) • Private Foundation Grants • Other Revenue Expenditures • Compensation • Rent & Utilities • Supplies & Equipment • Travel & Training • Other Expenses 2. Program Budget Detail — Provide description of "other" budget items, not defined. "Other" here includes primarily direct costs for home repairs, specifically our emergency home repair program. Additionally, a small percentage includes insurance, printing, postage, and miscellaneous. 3. This program budget represents what percent of the agency budget? 28% 4. COST PER INDIVIDUAL This Cost per Individual must reflect the total program budget divided by the total number of program individuals in this application. PROGRAM INFORMATION 1/23/2018 2:58:40 PM Page 9 of 10 Actual 2016 -17 Estimated 2017 -18 Projected 2018 -19 Total Cost of Program $73,959 $90,539 $127,000 Total # of Individuals 75 94 136 Cost Per Individual $986.12 $963.18 $933.82 PROGRAM INFORMATION 1/23/2018 2:58:40 PM Page 9 of 10 DocuSign Envelope ID: 7A9252AF- OE3A- 47EE- A4F6- 2A3D9DF527FF EXHIBIT A: PROVIDER'S OUTSIDE AGENCY APPLICATION Program Budget Operating Budget for Program PROGRAM NAME: Promise of Home PROGRAM REVENUE Private Donations Program Generated Revenue Local Government Grants: Human Services - Town of Carrboro Other - Town of Carrboro Human Services - Town of Chapel Hill Other - Town of Chapel Hill Human Services - Orange County Other - Orange County Other - Town of Hillsborough Other Government Grants Triangle United Way State Government Federal Government (CDBG /HOME /etc.) Private Foundation Grants Other Revenue Total Program Revenue PROGRAM EXPENSES Compensation Rent & Utilities Supplies & Equipment Travel & Training Other Expenses: Total Program Expenses SURPLUS /(DEFICIT) FOR PERIOD: is - 1 $ - 1 $ - 1 0 FY 2018 -19 Program Budget Actual 2016 -17 Estimated 2017 -18 Projected 2018 -19 Percent Change $ 2 800 $ 5,539 $ 7,500 35% $ 20,000 $ 30,000 $ 30.000 0% $ - $ - $ 7,000 0 $ - $ - $ - 0 $ - $ - $ - 0 $ 25,000 $ 25,000 $ 27,500 10% $ - $ - $ 25,000 0 $ - $ - - 0 $ - $ - 0 $ - $ - 0 $ - $ - 0 $ - $ - 0 $ 12,500.00 $ 15,000.0 $ - $ 13 659 $ 15,0001$ 15.000 1 $ $ $ 73,959 43,275 $ $ 90,539 49,792 $ $ 127,000 62,550 40% 26% $ 4,041 $ 3,755 $ 4,150 11% $ 3,572 $ 3,852 $ 4,300 12% $ 304 $ 640 $ 1,500 134% $ 22.767 $ 32.500 $ 54,500 68% $ 73,959 $ 90,539 $ 127,000 40% SURPLUS /(DEFICIT) FOR PERIOD: is - 1 $ - 1 $ - 1 0 FY 2018 -19 Program Budget DocuSign Envelope ID: 7A9252AF- OE3A- 47EE- A4F6- 2A3D9DF527FF EXHIBIT "13" Scope of Services — FY 2018 -19 Outside Agency Performance Agreement Agency Name: The Marian Cheek Jackson Center for Saving and Making History Program Name: Learning Across Generations Funding Award:: $12,500 Outline how the agency will spend Orange County's funding award. Expense Description Amount Salary for Director of Education $ 12,500 Percent of 25 school partners who report significant greater engagement of students with 75% curricular units and studies after successful facilitation and implementation of education initiatives Number of new, sustainable partnerships by the end of the school year to strengthen and grow the 4 reach of our civil rights curricula and audio immersion programming. Program Services Outline the critical services (activities) the agency wilt employ to attain the Anticipated Outcomes below. by June 30, 2019. • Oral history and civil rights education workshops and intergenerational education tours for k -12 youth in Orange County • Audio immersion mentoring program: intensive semester -long series of workshop sessions integrating media arts and performance with civil rights education for middle and high school youth • Community learning via our Oral History Trust and neighborhood soundwalk Anticipated Outcomes The Anticipated Results column roust include quantifiable results in the form of number of persons /units served within Change County,_onty, (all Towns and municipalities ), if you use_ percentages, you must _also provide the total number of participants within that measure's description or for an earlier performance measure. Performance ]Measures Anticipated Results Percent of 25 school partners who report significant greater engagement of students with 75% curricular units and studies after successful facilitation and implementation of education initiatives Number of new, sustainable partnerships by the end of the school year to strengthen and grow the 4 reach of our civil rights curricula and audio immersion programming. Percent of students in our audio immersion program (expecting to reach 70) will show measurable 75% increases of civic media skills and confidence in their voices after completion of their workshop sessions Number of comprehensive lessons developed and uploaded to our Oral History Trust 5 Percent of history -based workshops and tours (50 expected) will actively involve 50% community mentors, thus increasing the intergenerational dialogue and connection betty Docu Sig neddy: youth �'aw U� senior Di rec or 8/15/2018 �] DB797898152D48B... Certified by: { '° 1 itle: �� °( ` R'c �r gate: r {Provider's Sig re} DocuSign Envelope ID: 7A9252AF- OE3A- 47EE- A4F6- 2A3D9DF527FF EXHIBIT "B" Scope of Services — FY 2418 -19 Outside Agency Performance Agreement Agency Name: The Marian Cheek Jackson Center Program Name: Promise of Home: Emergency Repairs and Long -term Neighbor Retention Support Funding Award:. $7,375 Outline how the agency %viII spend Orange County's funding award. Expense Description Amount Salary for Community Advocacy Specialist $7,375 Number of households in Northside, Pine Knolls, Tin Top, and Lloyd/Broad who receive coordinated, collaborative home repairs through our advocacy 12 Number of urgent repairs coordinated and completed within one week turnaround 9 Percent of households receiving comprehensive repairs (12) who report that they the prograin has met their critical home repair needs and that they are satisfied with the ualit of the work 90% Program Services Outline the critical services (activities) the agency will employ to attain the Anticipated Outcomes below, by June 30, 2019. • Home Repair Advocacy • Emergency Repair Coordination • "Keeping. Your House a Horne" Preservation workshops and wills clinics Anticipated Outcomes The Anticipated Results column must include quantifiable results in the form of number of persons /units served within Orange County, only (all Towns and municipalities). Ifyou use percentages, you must also provide the total number of participants within that measure's description or for an earlier performance measure. Performance Measures Anticipated Results Number of elderly, low - income residents who receive home preservation education or are connected to free legal services 50 Number of households in Northside, Pine Knolls, Tin Top, and Lloyd/Broad who receive coordinated, collaborative home repairs through our advocacy 12 Number of urgent repairs coordinated and completed within one week turnaround 9 Percent of households receiving comprehensive repairs (12) who report that they the prograin has met their critical home repair needs and that they are satisfied with the ualit of the work 90% E DocuSigned by: �} ws6w Val ,a.ln. Ds797899952D48B... Certified by (Provider' ignature) Senior{ Director X87/15/2018 Title: Date: 1 %�� DocuSign Envelope ID: 7A9252AF- OE3A- 47EE- A4F6- 2A3D9DF527FF ATTACHMENT "A" Orange County Certifications — FY 2018 -19 Outside Agency Performance Agreement Chief Contact, Administrators, Chief Executive Officer and Chief Financial Officer I certify that I have provided a list of the chief contact, administrators, chief executive officer and chief financial officer for my agency with this Agreement and that I will keep it current to the County of Orange. The list should be in writing with the name, title, residential address; phone and email address and if possible, fax number. Officers and Board of Directors I certify that I have provided a current list of the Officers and Board of Directors with this Agreement and that we will continue to update the list as changes occur. The list should be in writing, with the name, physical address, mailing address and if possible, phone, fax and email address. Budget Submission I certify that I have provided a budget for the period to be covered by funding Orange County, and that any substantive changes made to this budget have been in advance authorized in writing by Orange County. Annual Financial Review I certify that I have provided a copy of the latest annual Financial Review for our agency and the budget adopted by the agency for the fiscal years encompassing this Agreement. If not, please explain on a separate sheet of paper. Alignment with Organization's Mission I certify that the programs and services for which this funding is requested align with the mission of the organization. Intended Purpose I certify that the funds provided to the agency under the terms of this Agreement will be used for a public purpose and shall only be used for the purposes intended and any money not used for those purposes will be promptly returned to Orange County. Certified by: F DocuSigned by: Wsm Va4a . Senior Director 8/15/2018 DB797899152D4 8B... Title: Date: (Provider's Signature) (Marian Cheek Jackson Center for Saving and Making History) Orange County Outside Agency Performance Agreement Page 9 of 9 Rev. 7118 DocuSign Envelope ID: 7A9252AF- OE3A- 47EE- A4F6- 2A3D9DF527FF MARICHE OP ID: NJE A�4 ° CERTIFICATE OF LIABILITY INSURANCE 07/24/2018 0 7 /2412 01 8 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER Phone: 919- 682 -4814 The Sorgi Insurance Agency 16 Consultant Place Suite 102 Fax: 919 - 682 -4906 NAME: Natalie Engelhart PHONE FAX A/C No Ext :919- 682 -4814 11, No): 919 - 682 -4906 E- MAIL natalie@sorgiinsurance.com Durham, NC 27707 James E. Sorgi, CIC —ADDRESS: INSURER(S) AFFORDING COVERAGE NAIC # INSURER A: Erie Insurance Exchange 26271 A INSURED Marian Cheek Jackson Center INSURER B: Westchester Fire Insurance Co for Saving and Making History 08/15/2018 08/15/2019 512 West Rosemary St INSURER C: INSURER D: Chapel Hill, INC 27510 INSURER E INSURER F $ 5,00 PERSONAL & ADV INJURY COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR LTR TYPE OF INSURANCE ADDL SUBR POLICY NUMBER POLICY EFF MM /DD/YYYY POLICY EXP MM /DD/YYYY LIMITS GENERAL LIABILITY EACH OCCURRENCE $ 1,000,00 A X COMMERCIAL GENERAL LIABILITY X Q970503239 08/15/2018 08/15/2019 DAMAGE TO RENTED PREMISES Ea occurrence $ 1 000 00 CLAIMS -MADE � OCCUR MED EXP (Any one person) $ 5,00 PERSONAL & ADV INJURY $ 1,000,00 Q970503239 08/15/2017 08/15/2018 GENERAL AGGREGATE $ 2,000,00 GEN'L AGGREGATE LIMIT APPLIES PER: PRODUCTS - COMP /OP AGG $ 2,000,00 X POLICY PRO- LOC JECT $ AUTOMOBILE LIABILITY COEa M aBINED SINGLE LIMIT ccident $ 1,000,000 BODILY INJURY (Per person) $ A ANY AUTO X Q970503239 08/15/2017 08/15/2018 ALL OWNED SCHEDULED AUTOS AUTOS BODILY INJURY (Per accident) $ PROPERTY DAMAGE Per accident $ X HIRED AUTOS X NON -OWNED AUTOS UMBRELLA LAB OCCUR EACH OCCURRENCE $ AGGREGATE $ EXCESS LIAB CLAIMS -MADE DED RETENTION $ $ A WORKERS COMPENSATION AND EMPLOYERS' LIABILITY Y / N ANY PROPRIETOR /PARTNER /EXECUTIVE OFFICER /MEMBER EXCLUDED? ❑ (Mandatory in NH) N/A Q921501020 Q921501020 08/15/2018 08/15/2017 08/15/2019 08/15/2018 X WC STATU- OTH- TORY LIMITS ER E.L. EACH ACCIDENT $ 500,00 E.L. DISEASE - EA EMPLOYEE $ 500,00 If yes, describe under DESCRIPTION OF OPERATIONS below E.L. DISEASE - POLICY LIMIT $ 500,00 B Professional Liab. EONNCF138950892 11105/2017 11/05/2018 Prof Liab 1,000,000 DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (Attach ACORD 101, Additional Remarks Schedule, if more space is required) Orange County is named as additional insured as regards General Liability per written contract. CERTIFICATE HOLDER CANCELLATION ORANGEC Orange County Risk Manager PO Box 8181 Hillsborough, NC 27278 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESENTATIVE © 1988 -2010 ACORD CORPORATION. All rights reserved. ACORD 25 (2010/05) The ACORD name and logo are registered marks of ACORD