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HomeMy WebLinkAbout2021-182-E Finance-Center for Community Self-Help outside agency agreement DocuSign Envelope ID:480516C3-5BA1-4964-B7C5-9AA440382DBF OUTSIDE AGENCY PERFORMANCE AGREEMENT THIS AGREEMENT, made and entered into the first day of July 2020, ("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 Center for Community Self-Help, a not-for-profit corporation, located at 301 W. Main St,Durham,NC 27701 ("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 Center for Community Self-Help. agree as follows: 1. Term of the Agreement. The term of this Agreement shall be a program year beginning July 1, 2020 to June 30,2021. 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$50,000. 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$12,500. 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. Center for Community Self-Help Orange County Outside Agency Performance Agreement Revised 1121 Page I of 9 DocuSign Envelope ID:480516C3-5BA1-4964-B7C5-9AA440382DBF 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 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. Center for Community Self-Help Orange County Outside Agency Performance Agreement Page 2 of 9 Rev. 1121 DocuSign Envelope ID:480516C3-5BA1-4964-B7C5-9AA440382DBF c. Notwithstanding the foregoing,either parry 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 MINIMUM REQUIRED COVERAGE • Worker's Compensation Limits for Coverage A- Statutory State NC &Coverage B -Employers Liability $500,000 each accident, disease policy limit and disease each employee • Commercial General $1,000,000 Each Occurrence Liability $2,000,000 Aggregate • Automobile Liability $500,000 Combined Single Limit • Professional Liability $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. Center for Community Self-Help Orange County Outside Agency Performance Agreement Page 3 of 9 Rev. 1121 DocuSign Envelope ID:480516C3-5BA1-4964-B7C5-9AA440382DBF 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 parry 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$15.40 per hour. To the extent possible,Orange County recommends that Center for Community Self-Help 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: Center for Community Self-Help Orange County Outside Agency Performance Agreement Page 4 of 9 Rev. 1121 DocuSign Envelope ID:480516C3-5BA1-4964-B7C5-9AA440382DBF County: Finance&Administrative Services Provider: Center for Community Self-Help Orange County 301 W. Main Street Post Office Box 8181 Durham,NC 27701 Hillsborough,NC 27278 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. adW w behalf of the Provider this Vuoa1L 3/26/2021 Lois DeLoatch,President Date oafd,�ybehalf of Orange County Government f jbvu"'t, (�AAMtM�VS�t t1 3/26/2021 Bonnie Hammersley, County Manager Date Center for Community Self-Help Orange County Outside Agency Performance Agreement Page 5 of 9 Rev. 1121 DocuSign Envelope ID:480516C3-5BA1-4964-B7C5-9AA440382DBF ORANGE COUNTY-DEPARTMENT USE ONLY Department Party/Vendor Name: Center for Community Self-Helms Party/Vendor Contact Person: Lois DeLoatch Contact Phone: 919-313-8531 Party/Vendor Address: 301 W. Main Street City Durham State:NC Zip: 27701 Department: Finance& Administrative Services Amount: $50,000 Purpose: FY 2020-21 Outside Agency/Human Services Performance Agreement Budget Code(s): 10495050-710015 Vendor#801986(N/A if new vendor)Vendor is a BOCC consultant? Yes❑No® Contract Type: (Check one)New®Renewal❑Amendment❑Effective Date 7/l/2020 Approved by Board Yes®No❑Agenda Date: 6/16/2020 This agreement is approved as to to n-1&f d?T?P9hd content: Department Director's SignatureLf�i(A S%bw Date: 1/27/2021 1► g am�C.Fn9Fnm Information Technologies (Applicable only to hardware/software purchases or related services)This agreement has been reviewed and is approved as to information technology content and specifications: Office of the Chief Information Officer Date: Risk Management This agreement is approved for sufficienc o r eystandards,specifications,and requirements: &A, (mu ffb 2/9/2021 Office of the Risk Management Officer � F91768e0498... Date: Financial Services This instrument has been pre-audited i e4fMRVPf iluired by the Local Government Budget and Fiscal Control Act: lq'-N '� 2/11/2021 Office of the Chief Financial Officer 7n4Fs1A1acc14n11 Date: Legal Services This agreement is approved as to lPl'f&MrAhYl sufficiency: Office of the County Attorney Date: 2/11/2021 Clerk to the Board Received for record retention: All Docusign contracts must be copied to Sherri Ingersoll upon completion @ sin erg sollP_oran eg countync. oovv The following signature block is for hard copies only and is not required for Docusign contracts: Office of the Clerk to the Board Date: Center for Community Self-Help Orange County Outside Agency Performance Agreement Page 6 of 9 Rev. 1121 DocuSign Envelope ID:480516C3-5BA1-4964-B7C5-9AA440382DBF Exhibit A Provider's Outside Agency Application Center for Community Self-Help Orange County Outside Agency Performance Agreement Page 7 of 9 Rev. 1121 DocuSign Envelope ID:480516C3-5BA1-4964-B7C5-9AA440382DBF COVER PAGE Applicant Contact Information Applicant Organization's Legal Name: Center for Community Self-Help Applicant Organization's Physical Address:301 W. Main Street, Durham, NC 27701 Applicant Organization's Mailing Address:301 W. Main Street, Durham, NC 27701 Annlirant Omanization's Web Address: www.self-helmore Executive O'recto president: Lois Deloatch Telephone Number: (919)313-8531 E-Mail: Lois.DeLoatch@self-help.org Tax ID Number: 56-1271685 Funding Request Please list all Fiscal Year 2021 Human Services(HS)funding requested for all programs and the proposed use of funds(please list program name only) Program Carrboro- Chapel Orange Total HS _Hill-HS County-HS Ex. Youth Afterschool Program $10,000 $15,000 $5,000 $30,000 Operations or Personnel I Operations Personnel Operations Northside Neighborhood Initiative N/A N/A $50,000 $50,000 Totals N/A N/A $50,000 $50,000 Briefly explain your proposed use of funds: The Northside Neighborhood Initiative (NNI)works to preserve the future of the Northside neighborhood in Chapel Hill and Carrboro.The NNI will provide grants to assist long-term residents managing increasing property tax burdens and funding and management of critical home repairs for low-income homeowners.The NNI will also operate a land bank to create affordable and market- rate housing, relieving development pressures from student-rental investors, maintaining a family- centered neighborhood, and attracting long-term residents to balance out the ongoing market trend in Northside that drives out working class individuals and families in favor of students.The requested funds will support staff compensation and contracted services, including community organizing, construction management, architectural design, and community engagement, among others,to operate the programs described above. 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. DocuSign Envelope ID:480516C3-5BA1-4964-B7C5-9AA440382DBF Signature: 4 ; ,+ ��^^ *'• ^ ^0r^C+^F President Date Signature. Vice President Date Cover Page P a g e 7 o f 2 2 DocuSign Envelope ID:480516C3-5BA1-4964-B7C5-9AA440382DBF 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? I-1 101 .J\ n—:,a .:,.I ,.r .. ...J.- .. +.. +6... r L.-...:.... ..+6.,.., fi..-......:-.I ...+... -+ :... 44, U � ul ralu prv'vlucl� ul guuu3 ur SciviCca w LIM prvgralil LJI Ilavrllg uulcl IJllall\,lal illI.cicx III Lite 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 any grant awarded. Signature: fL-• ` I { {?c �� I �l3I,Zy� irtarPresident�_�?. -- 11atP Signature: bttI ` Vice President Date Cover Page P a g e 8 o f 2 2 DocuSign Envelope ID:480516C3-5BA1-4964-B7C5-9AA440382DBF The program will maintain, protect, and promote the well-being of county residents, focusing on the Northside' neighborhood, through grants to assist long-term residents managing increasing property tax burdens and funding and management of critical home repairs for low-income homeowners. The program will also support a balanced, dynamic local economy, and promote diversity by operating a land bank to create affordable and market-rate housing, relieving development pressures from student-rental investors, maintaining a family-centered neighborhood, and attracting long-term residents to balance out the ongoing market trend in Northside that drives out working class individuals and families in favor of students. 7.Target Population: Please complete the table below with numbers(not percentages) of individuals served and projected to be served. Program Target Population Demographics Projected Actual Projected Projected 2018-19 2018-19 2015 2020-21 Gender _ Men 37 33 37 37 Women 61 48 66 66 Nonbinary/Genderqueer 0 0 0 0 Self-Describe 0 0 0 0 Total 98 81 103 103 Race and Ethnicity Black or African-American 81 78 86 83 American Indian or Alaska Native 0 0 0 0 Asian 9 2 6 6 White 8 1 8 8 Native Hawaiian or other Pacific Islander 0 0 0 0 Two or more races 0 0 0 0 Some other race 0 3 6 Total 98 81 103 103 Of the above, how many Hispanic/Latino 3 0 3 6 Of the above, how many non-Hispanic/Latino 95 81 100 97 Total F 98 0 103 103 Age 0-5 years 7 1 6 6 6-18 years 7 2 6 6 19-50 years 15 11 18 18 51+years 69 67 73 73 Total 98 81 103 103 Geographic Location Town of Chapel Hill 50 52 63 63 Town of Carrboro 48 29 40 40 Northside here refers to four neighborhoods where our program operates the Northside and Pine Knolls neighborhoods of Chapel Hill and the Lloyd-Broad and Tin Top neighborhoods of Carrboro. Program information P a g e 1 0 o f 2 2 DocuSign Envelope ID:480516C3-5BA1-4964-B7C5-9AA440382DBF AGENCY INFORMATION Please provide the following information about your agency: 1. Date of Incorporation (Month/Year):02 198❑ 2. Agency's Purpose/Mission (no more than a few sentences): Our mission is creating and protecting ownership and economic opportunity for all. We do this by providing responsible financial services, lending to small businesses and nonprofits, developing real estate and promoting fair financial practices. While our work benefits communities of all kinds, our focus is on those who may be underserved by of rnlnr, I--, r-rol ci4nnc nl I—A uo convon+innal lenders, including ncnnlo I—, uuI.0 1eal+h fomilic'c onrl communities. 3. Please provide a brief description of your organization's past achievements in carrying out similar projects and evidence of successful record of meeting proposed budgets and timetables (no more than 1nn.. . 4,1 Ir+h., 100(lc Cr,lf U-1- h.,rt-,- h..;I.J;-- - 4 rr.h-ahhi.,rt 1—me,+r. n otc -affr rrlohlr. h., cinrt 1VV VVVIUJp III Ulc 1JJVJ, .�cn-i icip� Vc6aii uununib uiiu iciiuvvn15 iiviiic.� w NrV111V La_ uiivi uu— 11-1116 and support low-income families. We have worked in Durham, Greensboro, Charlotte, and, most recently, Chapel Hill-Carrboro,focusing on infill housing and rehabs, and working closely with communities to achieve shared visions. We have developed 228 single-family homes and 73 units of multi-family housing and partnered with nonprofit and for-profit housing developers by coordinating land acquisition and neighborhood planning through land banking.The homes Self-Help produces as a developer and land bank coordinator ensure long-term impact by including deed restrictions that maintain long-term affordability. 4. 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? No If no, please briefly explain. Self-Help's offices are in Durham County, and the organization has been certified as a Durham Living Wage Employer by the Durham Living Wage Project. Schedule of Positions: #of FTF—Full-Time Pain Positons: 692 #of FTF—Part-Time Paid Positions:46 PROGRAM INFORMATION *Please submit for each program if applying for funding for more than one program. 5. Program Name:Northside Neighborhood Initiative Program Primary Contact and Title:Graham Smokoski, Project Manager Telephone Number: 919 956-4614 E-Mail:graham.smokoski@self-heip.org 6. Please briefly describe the proposed program, including an explanation of how it aligns with the Town of Chapel Hill and Carrboro's Results Framework, and Orange County BOCC Goals and Priorities, and the target population to benefit from the program. (100 words or less) DocuSign Envelope ID:480516C3-5BA1-4964-B7C5-9AA440382DBF Orange County(Outside of Chapel Hill/Carrboro) 0 0 0 0 Outside of Orange County 0 0 0 0 Total 98 81 103 103 Income Low-income(80%of the Area Median Income and Below) Please see 98 81 103 103 income table in the attachments . 0 0 103 103 Total 8. 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 2018-19 1 Projected 2019-20 Projected 2020-21 Total Cost of Program $345,684 $424,899 $436,446 Total # of Individuals 81 103 103 Cost Per Individual $4,267.70 $4,125.23 $4,237.34 9. Performance Indicators For Chapel Hill and Carrboro applicants: Please complete the following chart with information about the Strategic Objective, Intermediate Result, and the Agency Performance Indicator for each program for which you are applying for funding. Please see the Results Framework in the Attachments section as a reference. Program Name: Strategic ❑ Children improve their educational outcomes Objective (please choose onefrom ❑ Residents Increase their livelihood security the Results Framework) ❑ Residents improve their health outcomes Intermediate Insert Intermediate Result here. Result (please choose one from the Results Framework) RESULTS Actual Projected Projected 2018-19 2019-20 2020-21 Performance Insert Performance Indicator here. Indicators (Please choose at least one er ormance Fa 11 ., * 22 DocuSign Envelope ID:480516C3-5BA1-4964-B7C5-9AA440382DBF indicator to report on from the Results Framework,and add additional performance indicators that you would like to report to the Towns. Please insert additional rows as needed,listing one per row). Program information P a g e 1 2 o f 2 2 DocuSign Envelope ID:480516C3-5BA1-4964-B7C5-9AA440382DBF r ORANGE COUNTY 1C)R 1 I l C-*%RC)Ll,NA Outside Agencies/Human Services Please use the drop down menu below to select which function area best aligns with your agency and program(s) in which you are requesting funding. Please select only one from the drop down menu below. Housing If you selected other, please tell us what function area best aligns with your organization: Please indicate three program goals/performance measures below. A few notes: • If you use percentages, please put the actual number equivalence. • Please ensure your performance measures are outcome based and not outputs. Retention in Northside of low-income homeowners Program Goal# 1 burdened by property tax payments that are high relative to income,with a focus on long-term, elderly residents Performance Measure Residents retained in place after receipt of grant (How will you accomplish your goal?) assistance Actual Results 35 (Outcome) Ending FY18-19 Projected Results 40 (Outcome) Endin FY2020 _ Projected Results 40 (Outcome) Ending FY2021 Program Goal#2 Retention in Northside of low-income homeowners in need of critical and emergency home repairs Performance Measure Residents retained in place after completion of repairs (How will you accomplish your goal?) Actual Results 7 (Outcome) Ending FY18-19 _ 13 f 2,2 DocuSign Envelope ID:480516C3-5BA1-4964-B7C5-9AA440382DBF f ORANGE COUNTY IXMI! CARO�LlAU1 Outside Agencies/Human Services Projected Results 10 (Outcome) Ending FY2020 Projected Results S (Outcome) Ending FY2021 Program Goal#3 Create affordable housing opportunities for low-income households in the Northside neighborhood Performance Measure Units rented to Iow-income households or sold to non- 'Is-', ,;;F,��;; 'sk3:..-..:wl�, profit development partners for affordable housing 7 Actual Results (Outcome) Ending FY18-19 Projected Results 8 (Outcome) Ending FY2020 Projected Results 8 (Outcome) Ending FY2021 r a e 14 0 f 2 2 DocuSign Envelope ID:480516C3-5BA1-4964-B7C5-9AA440382DBF Agency Budget Operating Budget for Entire Agency AGENCY NAME: Center for Community Self-Help Actual 2018- Estimated 2019- Projected 2020 Percent AGENCY REVENUE 19 20 21 Change Private Donations $ - $ - $ - 0 Agency Generated Revenue(fees) $ 18,315 $ 50,000 $ 60,000 20% Local Government Grants: Human Services-Town of Carrboro $ - $ - $ - 0 Other-Town of Carrboro $ 30,000 $ 30,000 $ 30,000 0% Human Services-Town of Chapel Hill $ - $ - $ - 0 Other-Town of Chapel Hill $ 150,000 $ 190,000 $ 175,000 -8% Human Services-Orange County $ - $ 50,000 $ 50,000 0% Other-Orange County 1 $ 50,000 1 $ - I $ - 1 0 Other-Town of Hillsborough $ - $ - $ - 0 Other Government Grants Triangle United Way $ - $ - $ - 0 State Government $ - $ - $ 150,000.00 0 Federal Government(CDBG/HOME/etc.) $ 9,000,000.00 $ 325,000.00 $ 100,000.00 $ 0.69 Private Foundation Grants $ 21,696,1000.00 $ 170,000.00 $ 550,000.00 $ 2.24 Other Revenue $ 59,369 $ 74,899 $ 81,446 $ 0.09 Total Agency Revenue $ 12,003,684 $ 889,899 $ 1,196,446 34% AGENCY EXPENSES Compensation $ 457,442 $ 465,000 $ 470,000 1% Consulting and outside services $ 73,674 $ 42,000 $ 68,000 Rent&parking $ 14,675 $ 17,000 $ 15,000 -12% Travel &Meals $ 2,057 $ 2,000 $ 2,000 Office/computer supplies $ 1,597 $ 2,000 $ 2,000 Sales tax $ 29,018 $ 30,000 $ 30,000 Other general administration $ 224,098 $ 267,000 $ 230,000 -14% Depreciation and amortization $ 15,328 $ 16,000 $ 16,000 Contributions to affiliates $ 121,564 $ 100,000 $ 110,000 Total Agency Expenses $ 939,4531 $ 941,000 $ 943,000 1 0% SURPLUS/(DEFICIT) FOR PERIOD: $ 11,064,231 $ (51,101) $ 553,446 596% FY 2018-19 Agency Budget DocuSign Envelope ID:480516C3-5BA1-4964-B7C5-9AA440382DBF Program Budget Operating Budget for Program PROGRAM NAME: Northside Neighborhood Initiative Actual Estimated Projected Percent PROGRAM REVENUE 2018-19 2019-20 2020-21 Change Notes Private Donations $ $ $ 0 Program Generated Revenue $ 18,315 $ 40,000 $ 50,000 25% Local Government Grants: Human Services-Town of Carrboro $ $ $ 0 Other-Town of Carrboro $ 30,000 $ 30,000 $ 30,000 0% Human Services-Town of Chapel Hill $ $ $ 0 Other-Town of Chapel Hill $ 150,000 $ 190,000 $ 175,000 -8% Human Services-Orange County $ $ 50,000 $ 50,000 0% Other-Orange County $ 50,000 $ $ 0 Other-Town of Hillsborough $ $ $ 0 Other Government Grants Triangle United Way $ $ $ 0 State Government $ $ $ 0 Federal Government(CDBG/HOME/etc.) $ $ $ 0 Private Foundation Grants $ 40,000.00 $ 40,000.00 $ 50,000.00 $ 0.25 Other Revenue $ 57,369 $ 74,899 $ 81,446 $ 0.09 In-kind donated services Total Program Revenue $ 345,684 $ 424,899 $ 436,446 3% PROGRAM EXPENSES Compensation $ 158,600 $ 163,358 $ 168,259 3%Self-Help NNI Program staff time Rent&Utilities $ $ $ 0 Supplies&Equipment $ $ $ 0 Travel&Training $ $ $ 0 Subcontract for additional project coordination, Other Expenses:Jackson Center Subcontract $ 139,360 $ 183,541 $ 187,847 2%community organizing,partnership development Third-party construction management,pre-acquisition Other Expenses:Other Contracted Services �$ 34 47,724 $ 78,000 $ 80,340 3%property inpsections,etc. Total Program Expenses 5,684 $ 424,899 $ 436,446 3% SURPLUS/(DEFICIT)FOR PERIOD: 1 $ - $ - $ - 0 Note:Orange County funds requested in this application will not directly fund the property tax relief grants described in the Program Information and Performance Indicators section of the application.The requested funds will pay for staff time for activities including program administration,program marketing,application processing,etc. FY 2018-19 Program Budget DocuSign Envelope ID:480516C3-5BA1-4964-B7C5-9AA440382DBF Exhibit B Provider's Revised Scope of Services and Program Budget Center for Community Self-Help Orange County Outside Agency Performance Agreement Page 8 of 9 Rev. 1121 DocuSign Envelope ID:480516C3-5BA1-4964-B7C5-9AA440382DBF EXHIBIT `B" Scope of Services—FY 2020-21 Outside Agency Performance Agreement Agency Name: Center for Community Self Help Program Name: Northside Neighborhood Initiative Funding Award: $50,000 Outline how the agency will spend Orange County's funding award. Expense Description Amount Compensation for Self-Help Northside Neighborhood Initiative program staff time $19,275 Contract with Jackson Center for project coordination, community organizing, etc. $21,520 Third-party construction mgmt, pre-acquisition property inspections, etc. $9,205 Program Services Outline the critical services(activities)the agency will employ to attain the Anticipated Outcomes below,by June 30,2021. Operate a land bank within the Northside and Pine Knolls neighborhoods • Implement prgms providing assistance to low-income senior homeowners Deploy a trained const. specialist to assess properties, manange const. Anticipated Outcomes The Anticipated Results column must include quantifiable results in the form of number of persons/units served within Oran e 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 40 Residents retained in place after receipt of property tax relief grant assistance 8 Residents retained in place after completion of home repairs 8 Housing units rented to low-income households or sold to nonprofit development partners for affordable housing DocuSigned by: Certified by: is Vt wha Title: President, COSH Date: 3/26/2021 (Provider's Electronic Signature) "You will sign this document electronically with your performance agreement. DocuSign Envelope ID:480516C3-5BA1-4964-B7C5-9AA440382DBF ATTACHMENT "A" Orange County Certifications—FY 2020-21 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. Lt'i's, Title: Date:uSigned by: Certified by: �� ( President, CCSH 3/26/2021 (Provider's Signature) Center for Community Self-Help Orange County Outside Agency Performance Agreement Page 9 of 9 Rev. 1121 DocuSign Envelope ID:480516C3-5BA1-4964-B7C5-9AA440382DBF 20CENTECOM V,IG„11r. ,JI VJJJ DATE(MM/DD/YYYY) ACORD.. CERTIFICATE OF LIABILITY INSURANCE 9/15/2020 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 any rights to the certificate holder in lieu of such endorsement(s). PRODUCER CONTACT NAME: Ann Lee McGriff Insurance Services PHONE 919 281-4500 FAX 8887468761 A/C,No,Ext: A/C,No Post Office Box 13941 E-MAIL ADDRESS: nccertificateteam@mcgriff.com Durham, NC 27709 INSURER(S)AFFORDING COVERAGE NAIC# 919 281-4500 Sentinel Insurance Company Ltd 11000 INSURER A: P Y INSURED INSURER B: Center for Community Self Help INSURER C 301 W Main Street INSURER D: Durham, NC 27701 INSURER E INSURER F: 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 CONTRACTOR 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. LT R TYPE OF INSURANCE ADDL SUBR POLICY EFF POLICY EXP LIMITS LTR INSR WVD POLICY NUMBER MM/DD/YYYY MM/DD/YYYY A X COMMERCIAL GENERAL LIABILITY 22SBAU K7086 9/08/2020 09/08/2021 EACH OCCURRENCE $1,000,000 CLAIMS-MADE �X OCCUR PREMISES EaoN.u" nee $1,000,000 MED EXP(Any one person) $10,000 PERSONAL&ADV INJURY $1,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $2,000,000 R - POLICYFI JECT LOC PRODUCTS-COMP/OPAGG $2,000,000 OTHER: $ AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT Ea accident $ ANY AUTO BODILY INJURY(Per person) $ OWNED SCHEDULED BODILY INJURY(Per accident) $ AUTOS ONLY AUTOS HIRED NON-OWNED PROPERTY DAMAGE $ AUTOS ONLY AUTOS ONLY Per accident UMBRELLA LIAB OCCUR EACH OCCURRENCE $ EXCESS LIAB CLAIMS-MADE AGGREGATE $ DED RETENTION$ $ WORKERS COMPENSATION PER OH- AND EMPLOYERS'LIABILITY Y/N STATUTE ER ANY PROPRIETOR/PARTNER/EXECUTIVE E.L.EACH ACCIDENT $ OFFICER/MEMBER EXCLUDED? F7 N/A (Mandatory in NH) E.L.DISEASE-EA EMPLOYEE $ If yes,describe under DESCRIPTION OF OPERATIONS below E.L.DISEASE-POLICY LIMIT $ DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES(ACORD 101,Additional Remarks Schedule,may be attached if more space is required) **Supplemental Name** Name Printed on DEC Page: Center for Community Self Help CERTIFICATE HOLDER CANCELLATION Orange County SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN 200 S. Cameron Street ACCORDANCE WITH THE POLICY PROVISIONS. P.O. Box 8181 Hillsborough, INC 27278 AUTHORIZED REPRESENTATIVE ©1988-2015 ACORD CORPORATION.All rights reserved. ACORD 25(2016/03) 1 of 1 The ACORD name and logo are registered marks of ACORD #S26474522/M26474484 AH W E DocuSign Envelope ID:480516C3-5BA1-4964-B7C5-9AA440382DBF This page has been left blank intentionally.