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2018-442-E Finance - Community Empowerment Fund outside agency agreement
DocuSign Envelope ID: CC5DDEFF- F35B- 45F1- AD01- 4586504D8AF6 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 Community Empowerment Fund, a not - for - profit corporation, located at 208 N. Columbia Street, Suite 100, Chapel Hill, NC 27514 ( "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 Community Empowerment Fund 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 $15,625. 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 $3,906.25. 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. 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. (Community Empowerment Fund) Orange County Outside Agency Performance Agreement Revised 712018 Page I of 9 DocuSign Envelope ID: CC5DDEFF- F35B- 45F1- AD01- 4586504D8AF6 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. £ 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 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. (Community Empowerment Fund) Orange County Outside Agency Performance Agreement Page 2 of 9 Rev. 7118 DocuSign Envelope ID: CC5DDEFF- F35B- 45F1- AD01- 4586504D8AF6 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 parry 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 • Worker's Compensation • Commercial General Liability • Automobile Liability • Professional Liability MINIMUM REQUIRED COVERAGE 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 d. Nothing in this section is intended to affect or abrogate the County's sovereign immunity defenses. (Community Empowerment Fund) Orange County Outside Agency Performance Agreement Page 3 of 9 Rev. 7118 DocuSign Envelope ID: CC5DDEFF- F35B- 45F1- AD01- 4586504D8AF6 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 Community Empowerment Fund provide a living wage to its employees. 15. Notice. The Parties hereto agree and understand that written notice, mailed or delivered, to the last known address shall constitute sufficient notice to the County and the Provider. All notices required and/or made pursuant to this Agreement to be given to the County and the Provides shall be in writing and mailed to the party addressed as follows: (Community Empowerment Fund) Orange County Outside Agency Performance Agreement Page 4 of 9 Rev. 7118 DocuSign Envelope ID: CC5DDEFF- F35B- 45F1- AD01- 4586504D8AF6 County: Finance & Administrative Services Orange County Post Office Box 8181 Hillsborough, NC 27278 Provider: Community Empowerment Fund 208 N. Columbia Street, Suite 100 Chapel Hill, NC 27514 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 11A 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. F Uocu Signed I by, ' 'Fof the Provider A" B�AC259BI E204CF... For oocu Signed by, _ �7Ounty Government 0637994B755E477... Bonnie Hammersley, County Manager (Community Empowerment Fund) Orange County Outside Agency Performance Agreement Rev. 7118 8/20/2018 Date 8/20/2018 Date Page S of 9 DocuSign Envelope ID: CC5DDEFF- F35B- 45F1 -ADO 1- 4586504D8AF6 EXHIBIT A: PROVIDER'S OUTSIDE AGENCY APPLICATION 1. COVER PAGE a) Applicant Contact Information Applicant Organization's Legal Name: The Community Empowerment Fund Applicant Organization's Physical Address: 208 N Columbia St, Ste 100, Chapel Hill, NC 27514 Applicant Organization's Mailing Address: 208 N Columbia St, Ste 100, Chapel Hill. NC 27514 Applicant Organization's Web Address: www.communityeforg Executive Director: Maqqie West Telephone Number: (919) 200 -0233 E -Mail: maggiew@communityef.org Tax ID Number: 27- 0428981 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 -HS Chapel Hill - HS Orange County -HS Total Ex. Youth Afterschool Program Afterschool Program Coordinator salary and materials for youth activities and projects $10,000 $15,000 $5,000 $30,000 _ Advocate Program Program Coordinators salary and benefits $3,000 $10,000 $20,000 $33,000 Totals $3,000 $10,000 $20,000 $33,000 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. Signature: 0 Executive ctor Signature: - ) Board Chairperson (I 2D' ( Date Date AGENCY INFORMATION 1/19/2018 4:12:37 PM Page 8 of 21 DocuSign Envelope ID: CC5DDEFF- F35B- 45F1 -ADO 1- 4586504D8AF6 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 ❑ ® a) Employees of or closely related to employees of the Town of Carrboro, the Town of Chapel Hill, or Orange County? ❑ ® 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? ® ❑ 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. c) CEF has incorporated into our By -Laws the requirement that at least one former or current beneficiary (Member) of our program serve on the Board of Directors at all times. Currently, two Members serve on the Board of Directors. These members of the Board of Directors provide invaluable advice based on their particular experiences working with the organization directly, and like all members of the Board of Directors, sign an annual conflict of interest disclosure outlining any potential conflicts that may arise based on their dual relationship with the organization. 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 any grant awarded. Signature: -,-, Executi Director Signature:` Board Chairperson AGENCY INFORMATION l /(9!(8 Date 1/19/2018 4:12:10 PM Page 10 of 21 DocuSign Envelope ID: CC5DDEFF- F35B- 45F1 -ADO 1- 4586504D8AF6 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 (Month/Year): 10/2010 b) Agency's Purpose /Mission (no more than a few sentences): The Community Empowerment Fund cultivates opportunities, assets, and communities that support the alleviation of homelessness and poverty. CEF enables and sustains transitions out of homelessness. We offer matched savings accounts, financial education, workforce development, and relationship -based support to homeless and near - homeless individuals. CEF emphasizes a person- centered approach to overcoming crises and building towards long -term possibilities. Through our programs, CEF assists members in gaining employment, securing housing, and building financial security. c) Types of Services the Agency Provides (bullet format): • Job search assistance: Hands -on assistance in resume - building, interview readiness, job application assistance, access to interview or job attire, transportation assistance to interviews and starting employment, and direct employer connections • Housing search assistance: One -on -one support in securing housing, whether moving from homelessness or from unstable /unsatisfactory housing circumstances, including searching for available properties; applying for an navigating affordable housing options; securing deposit and move -in assistance; finding furnishings; and Rapid Rehousing application and case management • Financial coaching: Support for budgeting, saving, understanding credit, building credit, negotiating debts, and filing taxes • Matched savings accounts provided in -house with a 10% match upon completion of coaching requirement and successful attainment of personal savings goal • Open mainstream checking / savings accounts with area financial institutions on -site at CEF • Health insurance enrollment on -site through partnership and collaboration • Legal services on -site through partnership and collaboration • Peer - facilitated classes for homeless and near - homeless individuals, providing the skills, tools and resources necessary to enable and sustain transitions out of homelessness • Linkages to community resources through a wide array of collaborators, including mental health providers, substance abuse treatment, vocational certification, supportive employment programs, veterans services, physical health care, and more. d) Agency's History with Providing These Services: The combined suite of CEF's services has proven to be effective at enabling members to gain employment, secure housing, and build savings. To date, CEF members have saved over $850,000 towards personal savings goals since our savings program began in 2010. Meanwhile, in 2017 alone CEF assisted 153 members in gaining employment and 138 in moving out of homelessness. Our volunteer Advocates are a key component of our ability to successfully serve our Members, contributing 30,116 hours of volunteer support with CEF in 2017, making a total in -kind contribution to CEF valued at an estimated $727,000 by the Independent Sector. Agency Information 1/22/2018 6:35:06 PM Page 10 of 25 DocuSign Envelope ID: CC5DDEFF- F35B- 45F1 -ADO 1- 4586504D8AF6 EXHIBIT A: PROVIDER'S OUTSIDE AGENCY APPLICATION Based on our successful outcomes and unique model, CEF's programs have been evaluated and highlighted by several national organizations, including publications by the Corporation for Enterprise Development (CFED), the Center for Advanced Hindsight at Duke University, FIELD at the Aspen Institute, and a peer- reviewed journal article published in the Journal of Poverty Special Issue on Housing the Homeless. CEF is rooted in a collaborative approach that connects the supportive service networks of Orange and Durham Counties, the two communities in which we work and have offices. We are welcoming connectors, and are committed to cultivating an open network of people and organizations to holistically serve members' goals. Our history and our success in providing these services is based firmly in these connections and partnerships all across our community, and in developing unique services or new collaborations that strive to fill the gaps that emerge in our local support system for individuals transitioning out of homelessness and poverty. 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 ?) CEF is currently piloting an exciting new initiative through our Durham office —which we hope to expand to Orange County during 2018. We are collaboratively developing and implementing a pilot rent reporting program, through which monthly rent payments will be reported as positive trade lines to credit bureaus for low- income tenants. CEF is partnering with the Durham Housing Authority, Durham Community Land Trustees, and the City of Durham Office of Economic and Workforce Development to implement this pilot program, projected to improve the credit histories of over 1,500 tenants. The strategy of this collaborative approach seeks to multiply the impact of rent reporting on overall financial wellbeing by providing CEF's financial coaching and matched savings opportunities in tandem. For pilot participants, the program will not only build positive payment history in credit reports, but also engage tenants in building savings, avoiding predatory products, and relieving cash flow challenges. Following the documentation and evaluation of this pilot initiative, we hope to expand this work through our Orange County partnerships. f) Schedule of Positions (For Entire Agency) • Full Time Equivalent (FTE) staff will be noted as 1.00; half time as .50; quarter time as .25, etc. • Calculate a Full Time Equivalent for all recorded volunteer hours using the following: Total Volunteer Hours = Volunteer FTE 2,080 # of FTE - Full -Time Paid Positions: 7 # of FTE - Paid Part -Time Positions: 1.50 # of Volunteers: 240 # of FTE -Volunteers: 14.5 g) Living Wage Does this agency pay permanent employees a minimum living wage? (Yes /No) Yes If yes, is this agency an Orange County Living Wage Certified Employer? Yes If no, please explain. Agency Information 1/22/2018 6:35:06 PM Page 11 of 25 DocuSign Envelope ID: CC5DDEFF- F35B- 45F1- AD01- 4586504D8AF6 EXHIBIT A: PROVIDER'S OUTSIDE AGENCY APPLICATION h) Agency Budget 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 /No) No If yes, please list below: Include all programs that have funding requests /awards /totals 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 Ex: Affordable Rental Rehabilitation 0 $20,000 Carrboro - Affordable Housing Ex: Agency Administration $15,000 $15,000 Carrboro — Other Ex. Total $15,000 $35,000 Carrboro Total Funding *Add rows or attach additional page, if needed. ii. Submit your agency's 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, and in a similar format, as requested in the provided template). Agency Budgets are required to define budget amounts for the previous program year, current program year, and next program year for the following categories: • Revenues o 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 Agency Information 1/22/2018 6:35:06 PM Page 12 of 25 DocuSign Envelope ID: CC5DDEFF- F35B- 45F1 -ADO 1- 4586504D8AF6 EXHIBIT A: PROVIDER'S OUTSIDE AGENCY APPLICATION ■ 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 iii. Does your agency budget show a Surplus or Deficit? Surplus Is there a significant change? Yes /No Yes Please provide a brief explanation for Surplus or Deficit, and significant changes. CEF is actively working on building an operating reserve equivalent to 3 months of agency operating expenses. The surplus seen in Fiscal Year 2017 will be designated by the Board of Directors towards our operating reserves. Additionally, CEF continues to grow financially as an organization. Between 2017 and 2018, we are projected 17% growth in our agency -wide organizational budget. The primary driver behind this change is continuing to iteratively grow our staff team to provide sufficient, qualified, and sustainable staffing levels to meet the growing demand for CEF services in Orange and Durham Counties. Additionally, our Durham office plans to expand into larger space during the 2018 year. iv. What is your agency's fiscal year? January 1 — December 31, 2018 (Example: July 1, 2016 through June 30, 2017) Agency Information 1/22/2018 6:35:06 PM Page 13 of 25 DocuSign Envelope ID: CC5DDEFF- F35B- 45F1 -ADO 1- 4586504D8AF6 EXHIBIT A: PROVIDER'S OUTSIDE AGENCY APPLICATION Agency Budget Operating Budget for Entire Agency AGENCY NAME: Community Empowerment Fund 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 Durham County 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 Actual 2017 Estimated 2018 Projected 2019 Percent Change $ 103,825 $ 111,582 $ 118,575 6% $ 40,466 $ 55,575 $ 41,000 -26% $ 2,375 $ 3,000 $ 3,000 0% $ - $ - $ - 0 $ 6,250 $ 9,000 $ 10,000 11% $ - $ - $ - 0 $ 10,625 $ 16,875 $ 20,000 19% $ - I $ - I $ - 1 0 $ - $ - 1 $ - 0 $ 5,000.00 $ 11,000.00 $ 20,000.00 $ 0.82 $ - $ - $ - 0 $ - $ - $ - 0 $ - $ - $ - 0 $ 273,006.00 $ 291,525.00 $ 303,525.00 $ 0.04 $ 13,667 $ 14,100 $ 15,000 $ 0.06 $ $ 455,214 335,652 $ $ 512,657 397,701 $ $ 531,100 415,000 4% 4% $ 44,191 $ 53,863 $ 54,000 0% $ 9,947 $ 13,186 $ 14,000 6% $ 5,467 $ 5,100 $ 5,100 0% $ 41,369 $ 42,807 $ 43,000 0% $ 436,626 $ 512,657 $ 531,100 4% SURPLUS /(DEFICIT) FOR PERIOD: 1 $ 18,588 $ - 1 $ - 1 0 FY 2018 -19 Agency Budget DocuSign Envelope ID: CC5DDEFF- F35B- 45F1- AD01- 4586504D8AF6 EXHIBIT A: PROVIDER'S OUTSIDE AGENCY APPLICATION 3. PROGRAM INFORMATION (Submit a separate Section 3 for each program) Program Name: Advocate Program Program Primary Contact and Title: Maggie West, Co- Director Telephone Number: (919) 200 -0233 E -Mail: maggiew (@_communityef.org 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 ✓ ✓ ✓ Affordable Healthcare Education Family Resources Jobs /Jobs Training ✓ ✓ ✓ ✓ Food Transportation Other: Financial capability ✓ 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. CEF partners extensively with other organizations and programs to support the goals of our members in a person- centered and connective manner. In Orange County, some of our key collaborative partners include: Homeless shelters and homeless support services: • IFC (coordinate services for residents of men's and women's shelters; provide in -depth advocate support to residents; connect members to Permanent Supportive Housing vouchers managed by IFC and collaborate to successfully house shared clients) • Orange County Partnership to End Homelessness (system -level coordination of care, including developing new initiatives to address community -level gaps, and coordinating services for most vulnerable homeless individuals through 100,000 Homes Task Force) • Outreach Court (CEF acts as supportive services provider for members referred through Outreach Court, a collaboration of the District Attorney, judicial system, and mental health providers; successful participation by members results in dismissal of charges) • VA Hospital HUD -VASH program (shared client case coordination, and integrated assessment of member eligibility for program to result in increased service connections) PROGRAM INFORMATION 1/22/2018 6:35:06 PM Page 14 of 25 DocuSign Envelope ID: CC5DDEFF- F35B- 45F1 -ADO 1- 4586504D8AF6 EXHIBIT A: PROVIDER'S OUTSIDE AGENCY APPLICATION • Orange County Department of Social Services (collaboration to connect individuals in need with Department's array of services, including partnership with the SOAR program, a service to assist homeless individuals in applying for disability benefits) Employment services and workforce development organizations: • Caramore (case collaboration to serve shared clients; integration of CEF's financial services into Caramore's workforce services; coordinated system for referrals to Caramore) • Vocational Rehabilitation (one -on -one support to clients of VR, and streamlined access to application for services at VR for prospective clients) • Chapel Hill - Carrboro Chamber of Commerce (jointly spearheading a county -wide collaboration to support greater strategic coordination between workforce development agencies to address county's workforce needs) Housing programs and providers: • CASA (financial coaching and savings services provided to tenants to ensure ability to pay bills on time and maintain housing) • EmPOWERment, Inc. (financial coaching and savings services provided to tenants to ensure ability to pay bills on time and maintain housing) • Town of Chapel Hill Public Housing (assistance to prospective tenants in navigating the application process; assistance to current tenants in employment and financial goals) • Orange County Department on Housing and Community Development (in -depth advocate assistance in supporting Housing Choice Voucher tenants in securing apartments; coordinated access to supports for security and utility deposits for voucher - holders) Mental health and substance abuse treatment providers: • UNC Center for Excellence in Community Mental Health (connections and coordination across a wide array of mental health services) • Freedom House (two- way - referral relationship, supporting clients of each respective organization in accessing desired services, including co- location of Center services at CEF's office through the Orange Community Hub) Legal services: • Legal Aid of North Carolina (integrated screening for legal services in CEF database resulting in connections to volunteer attorneys and Legal Aid attorneys for legal assistance related especially to issues such as tenant rights, Fair Housing, benefits assistance, and record expunction. Additionally, seasonal programmatic integration for healthcare marketplace insurance navigation). • UNC School of Law (coordination with supervising attorneys and law students through free clinical programs to assess clients' eligibility and make linkages for legal assistance) • NC Justice Center (CEF screens clients for regular criminal record expunction clinics while the Center provides the legal assistance for expunction) Faith -based organizations: • Love Chapel Hill (coordinating to serve the transportation needs of homeless individuals through provision of regional bus passes for job interviews, new employment, medical appointments, and more). • St. Thomas More (addressing emergency financial assistance needs of CEF members while connecting households seeking assistance to ongoing supports for financial capability) Financial institutions: Self -Help Credit Union (open checking and savings accounts on -site at CEF, facilitating access to financial services for un /under - banked households) Latino Community Credit Union (open checking and savings accounts on -site at CEF, facilitating access to financial services for un /under- banked households) Pinnacle Bank (formerly Bank of North Carolina) (connect members to checking and savings accounts at branch, facilitating access to financial services for un /under- banked households) PROGRAM INFORMATION 1/22/2018 6:35:06 PM Page 15 of 25 DocuSign Envelope ID: CC5DDEFF- F35B- 45F1 -ADO 1- 4586504D8AF6 EXHIBIT A: PROVIDER'S OUTSIDE AGENCY APPLICATION 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? Recognizing the need for wrap- around support and the varied circumstances of homeless and near - homeless individuals, CEF's day -to -day operations serve as a one -stop center for individuals and families to connect to comprehensive help. Advocates assist our Members with: • Employment: Building resumes, applying for jobs, acquiring interview attire, gaining soft skills, upgrading knowledge, expunging criminal records, and connecting with employers • Financial Capability and Financial Services: Opening bank accounts, building budgets, monitoring expenses, planning for the future, setting savings goals, building credit • Housing: Searching for housing, communicating effectively with landlords, acquiring deposit /move -in assistance, paying bills on time, reducing utility expenses • Community Resources: Connecting to public benefits and to partner agencies to assist with basic needs, emergency food, mental health services, and primary and acute health care These activities combine to create personalized pathways out of acute crisis situations towards greater financial security. In order to best assist members in achieving independence, our advocates continue to support members before, during and after transitions out of homelessness, enabling us to help members realize longer -term dreams of financial stability and security. The CEF Advocate Program is an active, person- centered approach to ending the homelessness of individuals in our local community, and as such, is meeting the Town /County priority of providing safety -net services for disadvantaged residents. 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 (i.e. Council /Board Goals). Reference local data (using the provided links, i.e. Chapel Hill Human Services Needs Assessment) to support the need for this program. In the Chapel Hill Human Services Needs Assessment, stakeholders identified "coordination, wrap- around care, and assistance navigating the system" as key strategies to addressing unmet needs. This recommendation was based on the general consensus that "existing human services were unknown, uncoordinated, and therefore inaccessible," resulting in a situation in which "many people do not receive the services they need because they are `unaware' of the full array of services available or do not know how to navigate `fragmented' service systems." Additionally, in the Town of Chapel Hill Affordable Housing Strategy, CEF's work is directly in line with the Town's goals of promoting financial and housing independence for low- income families and transitioning those in shelter to affordable accommodations. Meanwhile, the first goal of the Orange County BOCC is to "ensure a community network of basic human services and infrastructure that maintains, protects, and promotes the well -being of all county residents." By focusing on the lowest income households in our community, CEF is a key piece of this network in our county. Finally, the Board of the Town of Carrboro sets out to "develop innovative approaches to support the community, particularly with regard to housing, ... ". This is a central, shared priority of CEF. f) Who is your target population of individuals to benefit from this program and how will they be identified and connected with the program? CEF works with a significantly disadvantaged population. Descriptive characteristics of the CEF member population include: • 70% of members are homeless upon intake • 100% of members earn below 50% of area median income (vast majority <30% AMI) • 48% of members have a disability PROGRAM INFORMATION 1/22/2018 6:35:06 PM Page 16 of 25 DocuSign Envelope ID: CC5DDEFF- F35B- 45F1 -ADO 1- 4586504D8AF6 EXHIBIT A: PROVIDER'S OUTSIDE AGENCY APPLICATION • 55% of members have criminal convictions CEF has built a reputation in the target community as a go -to agency to assist in transitions out of homelessness. Our Columbia Street office reflects these ideals and serves as a welcoming space for homeless or at -risk individuals to seek assistance, connect to resources, or just to escape the elements. We actively reach out to vulnerable and disenfranchised members of the community through our partner organizations and community engagement. CEF is a part of the intake and /or orientation processes in area shelters. We receive referrals through our engagement and collaboration efforts with the wide variety of agencies outlined in the previous section. Our most significant source of referrals remains client -to- client referrals, as 40% of new members hear about CEF from a friend or family member. This source of connection additionally helps to build trust and credibility immediately from the outset of our interactions with new members. g) Describe the credentials of the program manager and other key staff. (Ex. Identify Program Manager and credentials, describe training provided to volunteers, etc.) The program is led by two staff members -- the Advocate Program Coordinator and Member Services Coordinator. The Member Services Coordinator, Diiv Sternman, has 13 years of experience in providing residential and crisis services to individuals experiencing homelessness, focused primarily in services supporting victims of domestic violence and sexual assault. Diiv is a certified SOAR case manager, with training and certification in trauma - informed care and in providing supportive services to victims of domestic violence. Diiv currently serves on the Leadership Team of the Orange County Partnership to End Homelessness, and has served on a number of interagency councils and coalitions to address housing and homelessness, and gender and sexual justice in social service delivery. The Advocate Program Coordinator, Sarah Cohn, has 5 years of professional experience supporting individuals experiencing homelessness in gaining stable housing, in addition to 3 years as a volunteer Advocate with CEF prior to graduating and entering the field. Sarah is bilingual (Spanish and English), and supports the continued growth of our services for Spanish- speaking members. Sarah also has 4 years of experience specifically in volunteer training and coordination. Volunteers delivering advocate assistance to CEF members are trained through a combination of classroom training, year -round continuing education series, and job shadowing. Financial coaching advocates are trained through a semester -long academic course in the UNC School of Social Work. Advocates are directly supervised in their supports for CEF members by CEF staff, as advocate services are provided on -site in CEF's office. Advocates do not provide services in private homes or private spaces, so as to ensure proper safety and supervision. h) Describe the specific period over which the activities will be carried out and include an implementation timeline. The activities of CEF's Advocate Program occur six days a week, year- round. On a daily basis members are able to schedule appointments with CEF advocates to work one -on -one towards their personal goals. The initiatives within the Advocate Program that require an implementation timeline are especially our efforts to conduct seasonal activities, including volunteer advocate trainings which are held three times annually (January, May, and September), along with specialized training tracks in financial coaching (September — December), employment counseling (October — December), and housing advocacy (February — April). Celebrations to recognize the achievements of CEF members are also held seasonally in April, July, and December. 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) The CEF Advocate Program is a multiplier. We act in concert with and as a complement to a wide range of programs to extend the outcomes, impact, and collaboration of other programs. Our Advocates are ultimately helpers and connectors — helping to make sure that vulnerable community members who are eligible for and in need of services provided in our community are PROGRAM INFORMATION 1/22/2018 6:35:06 PM Page 17 of 25 DocuSign Envelope ID: CC5DDEFF- F35B- 45F1 -ADO 1- 4586504D8AF6 EXHIBIT A: PROVIDER'S OUTSIDE AGENCY APPLICATION both aware of and successfully linked to those services. By collaborating with professionals in mental health, shelter, workforce development, legal services, and much more, our Advocates are able to provide complementary services that support the ability of these professionals to focus on delivering their uniquely valuable and critical services. Finally, funding the Advocate Program is an investment that undergirds a one -stop center for homeless and low- resource individuals in Orange County. The Orange Community Hub is increasingly a critical component of our Advocate Program. By bringing services on -site and in closer collaboration, the Hub changes a community -level system. Previously, many steps and extraordinary person -by- person coordination was required for each individual member to connect to certain services. The Hub strategy is more efficient and based on emerging best practices nationally for integrated service delivery, proven to result in improved economic outcomes for beneficiaries. For example, studies of a national model found that participants accessing employment and financial services in tandem (2 of the core Hub services) were 3 -4 times more likely to achieve a significant economic outcome. Funding this program ultimately adds exponential value by making it possible for more than a dozen County service providers to more effectively reach their goals through collaborative, integrated service delivery. As a newer and highly innovative component of our Advocate Program, this effort will only be able to reach its full potential with increased investment. j) Describe what would happen if requested funding is not awarded at all or if a reduced allocation is recommended. CEF's impact in the community has only grown over the years as we continue to serve an ever - increasing number of residents of Orange County on an annual basis. The wrap- around services provided through our Advocate Program, and now with the incorporation of the Orange Community Hub, have made CEF a go -to resource for everything from getting photo identification to finding a home. The increased request supports the expansion of services available to CEF Members through the Orange Community Hub, a growing component of CEF's Advocate Program. If the requested funding is not awarded or if a reduced allocation is recommended, CEF staff will doggedly pursue other fundraising activities to ensure that this does not translate into a reduction of services. k) What percentage of your target population is low- moderate income? One hundred percent (100 %) of the individuals served by CEF are low- moderate income, defined as earning less than 50% of Area Median Income. The vast majority of the individuals served by CEF are extremely low- income, earning less than 30% of American Median Income. 1) What efforts do you make to seek feedback about your program from your target population (e.g. survey, evaluations, etc. ?) CEF collects both programmatic feedback and outcomes evaluation surveys from our Members once every three months during their program engagement. CEF Members also organize an Alumni Advisory Council to provide programmatic feedback, and hold leadership positions as Board members, staff members, and volunteer leaders in the organization which shape CEF's programming. CEF also conducts qualitative evaluations to gather Member feedback, test the effectiveness of initiatives, and adapt to better serve Members. m) Include any other pertinent information. PROGRAM INFORMATION 1/22/2018 6:35:06 PM Page 18 of 25 DocuSign Envelope ID: CC5DDEFF- F35B- 45F1- AD01- 4586504D8AF6 EXHIBIT A: PROVIDER'S OUTSIDE AGENCY APPLICATION Additional Proqram 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 Other Total Ethnicity African - American American Indian or Alaska Native Asian Caucasian Native Hawaiian or other Pacific Islander Other: specify _Multi - racial_ 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) Total Actual Estimated Projected 2016 -17 2017 -18 1 2018 -19 257 336 366 318 283 308 1 1 1 590 620 675 322 367 400 13 14 15 4 0 0 182 171 186 2 3 3 67 65 71 590 620 675 570 600 653 20 20 22 590 620 675 0 0 0 0 10 12 298 302 329 292 308 334 590 620 675 10 10 12 3 3 3 38 38 40 10 9 10 24 38 42 382 380 414 96 114 124 14 14 15 3 3 3 10 11 12 590 620 675 PROGRAM INFORMATION 1/22/2018 6:35:06 PM Page 19 of 25 DocuSign Envelope ID: CC5DDEFF- F35B- 45F1- AD01- 4586504D8AF6 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 Advocate Program 1. Program Activity Name Assisting homeless and near - homeless individuals to gain jobs Program Goal CEF Advocates will assist 140 homeless or near - homeless individuals to gain employment, through one -on -one support in resumes, job applications, interview preparation, employer relationships, and connections to supportive community resources Performance Measures Assess employment status upon intake and document changes in employment status through weekly meetings and regular follow -up with members. Previous Year Program Results 116 members gained employment Current Year Estimated Results At least 120 members will gain employment Next Year Projected Results At least 120 members will gain employment 2. Program Activity Name Enabling homeless and near - homeless individuals to secure stable housing Program Goal CEF Advocates will assist at least 80 homeless or near - homeless individuals to secure housing, through assistance with searching for housing, negotiating with landlords, navigating affordable housing resources, accessing Rapid Rehousing assistance, and securing support for move -in costs. Performance Measures Assess the housing status upon intake and document changes in housing status, determined through regular updates and continued follow -up with members Previous Year Program Results 86 members secured housing Current Year Estimated Results At least 80 members will secure housing Next Year Projected Results At least 80 members will secure housing 3. Program Activity Name Supporting homeless and low- income individuals in successfully reaching personal savings goals Program Goal At least 90 members will achieve 25% of their personal savings goal or greater. Savings goals are often long -term goals, and 25% represents a significant step for low- resource households towards PROGRAM INFORMATION 1/22/2018 6:35:06 PM Page 20 of 25 DocuSign Envelope ID: CC5DDEFF- F35B- 45F1- AD01- 4586504D8AF6 EXHIBIT A: PROVIDER'S OUTSIDE AGENCY APPLICATION PROGRAM INFORMATION 1/22/2018 6:35:06 PM Page 21 of 25 building financial wellbeing. Performance Measures Track deposits and progress towards personal goals in CEF Safe Savings Accounts. The Accounts are managed by CEF, enabling CEF to monitor progress towards goals and successful goal attainment. Previous Year Program Results 84 members made significant progress towards personal savings goals Current Year Estimated Results At least 90 members will make significant progress towards personal savings goals. Next Year Projected Results At least 90 members will make significant progress towards personal savings goals 4. Program Activity Name Coordinating wrap - around supportive service delivery with homeless and low- income individuals Program Goal At least 18 distinct and impactful partner services will be integrated into the Orange Community Hub at CEF. CEF will coordinate with and amongst these partner agencies to make effective service linkages with eligible Members, and to support inter - agency collaboration for client- specific and more broad -based coordination. Performance Measures Track and document established partner agency service integrations as a part of the Orange Community Hub at CEF. Previous Year Program Results 5 partner services were integrated into the Orange Community Hub Current Year Estimated Results 12 partner services will be integrated into the Orange Community Hub Next Year Projected Results 18 partner services will be integrated into the Orange Community Hub PROGRAM INFORMATION 1/22/2018 6:35:06 PM Page 21 of 25 DocuSign Envelope ID: CC5DDEFF- F35B- 45F1- AD01- 4586504D8AF6 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 o Compensation o Rent & Utilities • Supplies & Equipment • Travel & Training • Other Expenses 2. Program Budget Detail — Provide description of "other" budget items, not defined. Other items in the CEF Advocate Program budget include: • Direct Member Support • Insurance • Online Services • Conferences & Memberships 3. This program budget represents what percent of the agency budget? 40% 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 1/22/2018 6:35:06 PM Page 22 of 25 Actual 2016- 2017 Estimated 2017- 2018 Projected 2018- 2019 Total Cost of Program $176,551 $195,868 $202,559 Total # of Individuals 590 620 675 Cost Per Individual $299.23 $315.90 $300.08 PROGRAM INFORMATION 1/22/2018 6:35:06 PM Page 22 of 25 DocuSign Envelope ID: CC5DDEFF- F35B- 45F1 -ADO 1- 4586504D8AF6 EXHIBIT A: PROVIDER'S OUTSIDE AGENCY APPLICATION Program Budget Operating Budget for Program PROGRAM NAME: 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 Advocate Proaram Actual 2017 Estimated 2018 Projected 2019 Percent Change $ 47,104 $ 40,633 $ 40,859 1% $ 13,517 $ 15,200 $ 17,600 16% $ 2,375 $ 3,000 $ 3,000 0% $ - $ - $ - 0 $ 6,250 $ 9,000 $ 10,000 11% $ - $ - $ - 0 $ 10,625 $ 16,875 $ 20,000 19% $ - $ - $ - 0 $ - $ - $ - 0 $ - $ - $ - 0 $ - $ - $ - 0 $ - $ - $ - 0 $ 96,680.00 $ 111,160.00 $ 111,100.00 0% t $ - $ - $ - 0 $ $ 176,551 138,269 $ $ 195,868 157,238 $ $ 202,559 162,300 3% 3% $ 26,825 $ 27,630 $ 28,459 3% $ 4,118 $ 4,500 $ 5,000 11% $ 3,700 $ 2,500 $ 2,500 0% $ 3,639 $ 4,000 $ 4,300 8% $ 176,551 $ 195,868 $ 202,559 3% SURPLUS /(DEFICIT) FOR PERIOD: 1 $ - $ 0 1 $ 0 1 0/9, FY 2018 -19 Program Budget DocuSign Envelope ID: CC5DDEFF- F35B- 45F1- AD01- 4586504D8AF6 1 W14 so I 1111"Iu Scope of Services — FY 2018 -19 Outside Agency Performance Agreement Agency Name: Community Empowerment Fund (CEF) Program Name: Advocate Program Funding Award: $15,625 Outline how the agency wills end Orange County's funding award. Expense Description Amount Advocate Program Coordinator Salary & Benefits $15,625 Program Services Outline the critical services (activities) the agency will employ to attain the Anticipated Outcomes below, by June 30, 2019. • The Advocate Program provides wrap- around support to CEF Members (individuals experiencing or at risk of homelessness) through volunteer Advocates. Through Advocates, CEF offers the following services to Members: • Employment: Building resumes, applying for jobs, acquiring interview attire, gaining soft skills, upgrading knowledge, expunging criminal records, and connecting with employers • Financial Capability and Financial Services: Opening bank accounts, building budgets, monitoring expenses, planning for the future, setting savings goals, building credit • Housing: Searching for housing, communicating effectively with landlords, acquiring deposit /move -in assistance, paying bills on time, reducing utility expenses • Community Resources: Connecting to public benefits and to partner agencies to assist with basic needs, emergency food, mental health services, and primary and acute health care 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). 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 Goal: Assisting homeless and near - homeless individuals to gain jobs. At least 120 Measure: Assess employment status upon intake and document changes in employment members will status through weekly meetings and regular follow -up with members. gain employment Goal: Enabling homeless and near - homeless individuals to secure stable housing At least Measure: Assess the housing status upon intake and document changes in housing status, 80 members determined through regular updates and continued follow -up with members will secure UoeuSig[I ed by: housing L i Aab Certified by: Co- Director Title: Date: 8/20/2018 _ BDAC25961 E204CF.. (Provider's Signature) DocuSign Envelope ID: CC5DDEFF- F35B- 45F1- AD01- 4586504D8AF6 DOCUSigned by: L i A Co- Director 8/20/2018 Certified Uy: 11112111 E204 CF.. Title: Date: (Provider's Signature) Goal: Supporting homeless and low- income individuals in successfully reaching personal At least 40 savings goals members will Measure: Track deposits and progress towards personal goals in CEF Safe Savings make Accounts. The Accounts are managed by CEF, enabling CEF to monitor progress towards significant goals and successful goal attainment. progress towards personal savings goals. Goal: Coordinating wrap- around supportive service delivery with homeless and low- income 18 individuals partners Measure: Track and document established partner agency service integrations as a part of providing the Orange Community Hub at CEF integrated services through the Orange Community Hub DOCUSigned by: L i A Co- Director 8/20/2018 Certified Uy: 11112111 E204 CF.. Title: Date: (Provider's Signature) DocuSign Envelope ID: CC5DDEFF- F35B- 45F1- AD01- 4586504D8AF6 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. DOCU Signed by: �f Yi" Certified by: .1 BDAC259BI E204CF... (Provider's Signature) Title: Co- Director Date: 8/20/2018 (Community Empowerment Fund) Orange County Outside Agency Performance Agreement Page 9 of 9 Rev. 7118 DocuSign Envelope ID: CC5DDEFF- F35B- 45F1- AD01- 4586504D8AF6 COMMEMP -01 VDECAMP ' iIII ° CERTIFICATE OF LIABILITY INSURANCE �� DATE 08 /01 /2018 ) 08/01 /2018 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 have ADDITIONAL INSURED provisions or 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 CONTACT NAME: PHONE 968 -4472 FAX 942 -4221 (A/C, No, Ext): ( 919 ) (A/c, No):( 919 ) Summers Thompson Lowry, Inc. 100 Europa Drive Suite 571 ADDREss: Vicky @STLinsure.com Chapel Hill, NC 27517 -2393 INSURERS AFFORDING COVERAGE NAIC # INSURER A: United State Liability Ins. 25895 INSURED INSURER B:AmTrust Insurance Company of Kansas Inc. INSURER C: $ 5,000 Community Empowerment Fund INSURER D: PERSONAL & ADV INJURY 208 N. Columbia Street, Suite 100 Chapel Hill, NC 27514 INSURER E AGGREGATE LIMIT APPLIES PER: POLICY PRO- F7 LOC JECT OTHER: INSURER F: $ 2,000,000 PRODUCTS - COMP /OP AGG 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 INSD SUBR WVD POLICY NUMBER POLICY EFF M DD YYY POLICY EXP MM DD YY LIMITS A X COMMERCIAL GENERAL LIABILITY CLAIMS -MADE � OCCUR [trt11 p I � su^ r,A, 5 NPP1580143 01/26/2018 01/26/2019 EACH OCCURRENCE $ 1,000,000 PREMISES Ea occurrence PREMISES 100,000 $ MED EXP (Any one person) $ 5,000 PERSONAL & ADV INJURY $ 1,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: POLICY PRO- F7 LOC JECT OTHER: GENERAL AGGREGATE $ 2,000,000 PRODUCTS - COMP /OP AGG $ 2,000,000 AUTOMOBILE LIABILITY ANY AUTO OWNED SCHEDULED AUTOS ONLY AUTOS HIRED NON -OWNED AUTOS ONLY AUTOS ONLY COMBINED SINGLE LIMIT Ea accident $ BODILY INJURY Per person) $ BODILY INJURY Per accident $ Per OaccitlenDAMAGE $ UMBRELLA LIAB EXCESS LIAB OCCUR CLAIMS -MADE EACH OCCURRENCE $ AGGREGATE $ DIED RETENTION $ B WORKERS COMPENSATION AND EMPLOYERS' LIABILITY YIN ANY PROP RIETOR /P/EXECUTIVE ❑ OFFICER /MEMBER EXCLUDED? (Mandatory in NH) If yes, describe under DESCRIPTION OF OPERATIONS below NIA KWC1141466 08/11/2018 08/11/2019 PER OTH- STATUTE ER E.L. EACH ACCIDENT 500,000 $ E.L. DISEASE - EA EMPLOYEE $ 500,000 E.L. DISEASE - POLICY LIMIT 5500,000 • • General Liability General Liability NPP1580143 NPP1580143 01/26/2018 01/26/2018 01/26/2019 01/26/2019 Sexual Abuse Occ. Sexual Abuse Agg. 1,000,000 2,000,000 DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) Informational Purposes Only CERTIFICATE HOLDER CANCELLATION ACORD 25 (2016/03) ©1988 -2015 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE Orange Count 9 y THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. 200 S. Cameron Street Hillsborough, NC 27278 AUTHORIZED REPRESENTATIVE [trt11 p I � su^ r,A, 5 ACORD 25 (2016/03) ©1988 -2015 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD