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HomeMy WebLinkAbout2021-642-E-AMS-Habitat for Humanity of Orange County-Community Climate Action GrantHabitat for Humanity, Orange County, N.C., Inc. Orange County Community Climate Action Grant Program Performance Agreement Rev. 2/21 Page 1 of 11 COMMUNITY CLIMATE ACTION GRANT PERFORMANCE AGREEMENT THIS AGREEMENT, made and entered into this 18th day of October 2021, (“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 Habitat for Humanity, Orange County, N.C., Inc., a legal entity located at 88 Vilcom Center Drive, Suite L110, 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 equity and climate action 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 Provider agree as follows: 1. Term of the Agreement. The term of this Agreement shall be two years beginning - October 1, 2021 to September 30, 2023. 2. Scope of Services. a. Provider will provide services, as outlined in the attached Community Climate Action Grant Program 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, the Community Climate Action Grant Program Performance Application, Exhibit B, the Revised, Scope of Services and more particularly described in the Revised Program Budget, the maximum sum of $95,000. 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 installments in the amount of $11,875 to be paid as follows: See Exhibit C. 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, related supporting documentation and performance outlined in the Revised Scope of Services and Project Budget in Exhibit B. If the project described in Exhibit A requires funds to be provided on a different or more accelerated schedule, the Provider may request an alternate payment schedule, which if approved, will be attached to this Agreement as Exhibit C, Alternative Payment Schedule. Should an Alternative Payment DocuSign Envelope ID: 0E2E518B-BEF7-4AF0-8D07-FCD05F094BD6 Habitat for Humanity, Orange County, N.C., Inc. Orange County Community Climate Action Grant Program Performance Agreement Rev. 2/21 Page 2 of 11 Schedule be approved, the Provider will still be required to submit quarterly Progress Reports for the duration of the Term of the Agreement. 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 Exhibits B and C. d. Once Provider has satisfied its obligations as provided in (c) 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. e. 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 Exhibit B, Revised Scope of Services. Progress Report dates are: October 1 – December 31, January 1 – March 31, April 1 - June 30, and July 1 – September 30. Reports are due on January 14, April 15, July 15 and October 15, 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 DocuSign Envelope ID: 0E2E518B-BEF7-4AF0-8D07-FCD05F094BD6 Habitat for Humanity, Orange County, N.C., Inc. Orange County Community Climate Action Grant Program Performance Agreement Rev. 2/21 Page 3 of 11 from written notice of default. The County may (but shall not be required to) grant the Provider an opportunity to cure the default without termination of this Agreement. This clause shall not be interpreted to limit the County’s remedies in law or in equity. c. Notwithstanding the foregoing, either party may terminate the agreement at any time without penalty; provided that written notice of such termination is furnished to the other party at least 30 days prior to termination. In the event of such termination, any payment due shall be prorated to the date of termination and any unused funds shall be returned to the County within 10 days of termination. d. Any termination of this Agreement for default under this section that is later deemed to be unjustified shall be deemed a termination for convenience. 6. Insurance. a. General Requirements. The Provider shall purchase and maintain, during the period of performance of this Agreement, insurance: i. Worker’s Compensation. For protection from claims under workers' or workmen's compensation acts; ii. Comprehensive General Liability Insurance covering claims arising out of or relating to bodily injury, including bodily injury, sickness, disease or death of any of the Consultant's employees or any other person and to real and personal property including loss of use resulting thereof; iii. Comprehensive Automobile Liability Insurance, including hired and non-owned vehicles, if any, covering personal injury or death, and property damage; and 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, $500,000 Bodily Injury by Disease (BID) for each employee. $500,000 for BID limit • Commercial General $1,000,000 Each Occurrence Liability $2,000,000 Aggregate • Automobile Liability $1,000,000 Each Occurrence • Professional Liability $1,000,000 Each Occurrence $2,000,000 Aggregate • Sexual Abuse & Molestation $1,000,000 Each Occurrence $2,000,000 Aggregate • Cyber Liability $1,000,000 Each Occurrence $2,000,000 Aggregate DocuSign Envelope ID: 0E2E518B-BEF7-4AF0-8D07-FCD05F094BD6 Habitat for Humanity, Orange County, N.C., Inc. Orange County Community Climate Action Grant Program Performance Agreement Rev. 2/21 Page 4 of 11 • Environmental/Pollution $1 million Each Occurrence Liability (Required if demolition, use of hazardous material or environmentally sensitive) 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. 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 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 DocuSign Envelope ID: 0E2E518B-BEF7-4AF0-8D07-FCD05F094BD6 Habitat for Humanity, Orange County, N.C., Inc. Orange County Community Climate Action Grant Program Performance Agreement Rev. 2/21 Page 5 of 11 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 Provider provides 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: County: Finance & Administrative Services Orange County Post Office Box 8181 Hillsborough, NC 27278 Provider: Habitat for Humanity of Orange County 88 Vilcom Center Drive, Suite L110, 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. For and on behalf of the Provider DocuSign Envelope ID: 0E2E518B-BEF7-4AF0-8D07-FCD05F094BD6 Habitat for Humanity, Orange County, N.C., Inc. Orange County Community Climate Action Grant Program Performance Agreement Rev. 2/21 Page 6 of 11 Jennifer Player, President & CEO Date Habitat for Humanity of Orange County For and on behalf of Orange County Government Bonnie Hammersley, County Manager Date DocuSign Envelope ID: 0E2E518B-BEF7-4AF0-8D07-FCD05F094BD6 10/21/2021 11/4/2021 Habitat for Humanity, Orange County, N.C., Inc. Orange County Community Climate Action Grant Program Performance Agreement Rev. 2/21 Page 7 of 11 ORANGE COUNTY—DEPARTMENT USE ONLY Department Party/Vendor Name: Habitat for Humanity of Orange County Party/Vendor Contact Person: Grace Johnston, Associate Director of Development Contact Phone: (919) 932-7077 ext. 219 Party/Vendor Address: 88 Vilcom Center Drive, Suite L110 NC City Chapel Hill State: NC Zip: 27514 Department: Asset Management Services Amount: $95,000 Purpose: Community Climate Action Grant - Solar Panels on Affordable Habitat Homes Budget Code(s): 61370035-803060-30052 Vendor #620414 (N/A if new vendor) Vendor is a BOCC consultant? Yes No X Contract Type: (Check one) New X Renewal Amendment Effective Date: October 1, 2021 Approved by Board: Yes X No Agenda Date: February 2, 2021 This agreement is approved as to technical form and content: Department Director’s Signature Date: 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 sufficiency of insurance standards, specifications, and requirements: Office of the Risk Management Officer Date: Financial Services This instrument has been pre-audited in the manner required by the Local Government Budget and Fiscal Control Act: Office of the Chief Financial Officer Date: Legal Services This agreement is approved as to legal form and sufficiency: Office of the County Attorney Date: Clerk to the Board Received for record retention: All Docusign contracts must be copied to the Clerk upon completion: occlerkdocs@orangecountync.gov The following signature block is for hard copies only and is not required for Docusign contracts: Office of the Clerk to the Board Date: DocuSign Envelope ID: 0E2E518B-BEF7-4AF0-8D07-FCD05F094BD6 11/3/2021 11/4/2021 11/4/2021 11/4/2021 Habitat for Humanity, Orange County, N.C., Inc. Orange County Community Climate Action Grant Program Performance Agreement Rev. 2/21 Page 8 of 11 Exhibit A Community Climate Action Grant Program Application See the following appended application and approval documents: • CCAG FY20-21 – Full Application and Attachments - Habitat_SolarHomes • Agenda - 02-02-2021 Virtual Board Meeting - Item 6a DocuSign Envelope ID: 0E2E518B-BEF7-4AF0-8D07-FCD05F094BD6 Habitat for Humanity, Orange County, N.C., Inc. Orange County Community Climate Action Grant Program Performance Agreement Rev. 2/21 Page 9 of 11 Exhibit B Community Climate Action Grant Program’s Revised Scope of Services and Program Budget No revisions requested DocuSign Envelope ID: 0E2E518B-BEF7-4AF0-8D07-FCD05F094BD6 Habitat for Humanity, Orange County, N.C., Inc. Orange County Community Climate Action Grant Program Performance Agreement Rev. 2/21 Page 10 of 11 Exhibit C Community Climate Action Grant Program’s Alternative Payment Schedule Orange County Habitat for Humanity is hoping to have the project completed by the end of calendar year 2022. With this in mind, Provider proposes receiving equal payments of $19,000 in the first five quarters of the grant agreement. Provider understands that they will receive these regular payments and will need to submit progress reports and financial documentation after the end of each quarter until the funds are fully expended. Performance Period Quarter Requested Funding 1 $19,000 2 $19,000 3 $19,000 4 $19,000 5 $19,000 Total $95,000 DocuSign Envelope ID: 0E2E518B-BEF7-4AF0-8D07-FCD05F094BD6 Habitat for Humanity, Orange County, N.C., Inc. Orange County Community Climate Action Grant Program Performance Agreement Rev. 2/21 Page 11 of 11 ATTACHMENT “A” Orange County Certifications – FY 2020-21 Community Climate Action Grant Program Performance Agreement Primary Contact, Chief Executive Officer / Executive Director, and Chief Financial Officer I certify that I have provided the primary contact and chief executive officer or executive director, 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, phone and email address and if possible, fax number. Board of Directors and Officers of the Board I certify that I have provided a current list of the Board of Directors and Officers of the Board 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. Project Budget Submission I certify that I have provided a project budget for the period to be covered by Orange County funding, and that any substantive changes made to this budget have been in advance authorized in writing by Orange County. Agency Budget Submission I certify that I have provided the requested information from the latest budget adopted by the agency for the fiscal years encompassing this Agreement. If not, please explain on a separate sheet of paper. Alignment with Organization’s Mission I certify that the programs and services for which this funding is requested align with the mission of the organization. Intended Purpose I certify that the funds provided to the agency under the terms of this Agreement will be used for a public purpose and shall only be used for the purposes intended and any money not used for those purposes will be promptly returned to Orange County. Certified by: (Provider’s Signature) Title: President & CEO Date: DocuSign Envelope ID: 0E2E518B-BEF7-4AF0-8D07-FCD05F094BD6 10/21/2021 P a g e 1 o f 20 Community Climate Action Grant Program Application and Instructions FY 2020-21 Thank you for your interest in Orange County’s Community Climate Action Grant Program! Climate Action Fund Background: As part of the FY20 budget, the Board of Orange County Commissioners created the Orange County Climate Action Fund dedicated to accelerating climate change mitigation actions in Orange County. This decision was motivated in part to help the County meet the climate change mitigation goals set by the Commissioners in recent years. The first round of Climate Action Fund projects were proposed by the Commission for the Environment last year and approved by the Commissioners. These include funding for solar projects for each of the school districts, a LED lighting campaign for lower-income residents, and additional funding to weatherize and preserve affordable housing. The process for soliciting and selecting projects to receive funding this year is being conducted through a formal grant program. For the 2020-21 funding cycle, an estimated $478,657 funding will be provided to support an expansion of climate change mitigation and resilience projects that build on Orange County’s long history of sustainable actions. Following the direction of the Board of Orange County Commissioners, the Orange County Commission for the Environment is seeking applications for the FY20-21 funding cycle. Grant Program Process Key Dates FY20-21: DATE ACTIVITY September 18, 2020 Grant Application Opens September 2020 – October 2020 Applications are Prepared* Monday, October 19th, 5pm Deadline for questions and technical assistance requests Monday, November 9th, noon Application Deadline November – December 2020 Application Review by Orange County Commission for the Environment and Human Relations Commission December 2020 Commission for the Environment scoring complete and sent to Board of Orange County Commissioners January 2021 Agency Funding Review and Approval by Board Spring 2021 Contracts Executed and Projects Begin Orange County Climate Change Mitigation Goals: •On June 6th 2017, the Board of Orange County Commissioners passed a resolution to proportionally uphold the Paris Climate Agreement to reduce greenhouse gas emissions between 26 and 28 percent by 2025 from 2005 levels. •On September 5th 2017, the Board of Orange County Commissioners adopted a resolution to transition to a 100% renewable energy based economy by 2050. DocuSign Envelope ID: 0E2E518B-BEF7-4AF0-8D07-FCD05F094BD6 P a g e 2 o f 20 *Please be sure to check the Grant Project website regularly for updates and for notice about participating in Application Q&A Sessions (to be recorded). Eligibility: All public and non‐profit entities are eligible to apply as well as small businesses whose gross revenues do not exceed $3 million annually. All proposed projects must demonstrate a positive impact on Orange County’s residents and environment as described in the scoring criteria. All funds awarded through this grant program should be spent in Orange County. Before funds can be distributed, successful applicants must have the legal standing to enter into a contractual funding agreement with Orange County. Such legal standing is not required at the time of application. The Board of Orange County Commissioners (BOCC) intends to use the Climate Action Fund to support projects that would not be completed without funding assistance. Existing projects and programs may be eligible if the applicant can demonstrate that Climate Action Funding would significantly accelerate the pace or amplify the scope of the project or program. Projects that contain repairs and replacement of necessary technology or infrastructure must show both energy efficiency improvements and demonstrate that the project is unlikely to be funded through another funding mechanism within the next 5 years. Scoring Process and Technical Assistance: For the FY 20‐21 funding round, there will be a single open application period during the Fall of 2020 with project awards announced by the end of the January 2021. In addition to the guidance and online impact estimation tools provided, the Orange County Commission for the Environment (CFE) and supporting staff will respond to applicants’ requests for clarification or technical assistance if submitted before the posted deadline for questions. Applicants are encouraged to ask for clarification and technical assistance as early as possible. Questions and requests for Technical Assistance should be directed to the Orange County Sustainability Coordinator, Brennan Bouma (bbouma@orangecountync.gov). Once the FY 2021 application period closes, the CFE will review and score all eligible projects using a formula that prioritizes social justice and racial equity. The CFE will consult with other experts or advisory boards on any or all submitted applications for the purposes of ensuring diversity and inclusion and to reinforce their scoring decisions. Upon request, comments from the reviewers on an application will be made available to the Board of Orange County Commissioners and/or to the party who submitted the application. The CFE will deliver a rank‐ordered list of their recommended projects and scores to the Board of Orange County Commissioners who will make the final funding decisions. In this process, the CFE may recommend full or partial funding for their recommended projects. Scoring Criteria: Projects will be assessed by the CFE based primarily on the following criteria. Example metrics that can be used to assign scores under the criteria are listed below each one. Not all example metrics will apply to each project. DocuSign Envelope ID: 0E2E518B-BEF7-4AF0-8D07-FCD05F094BD6 P a g e 3 o f 20 Application reviewers will pay close attention to any objective and authoritative evidence supporting a proposed project. As you complete your application, please describe how your proposed programs align with evidence-based approaches to addressing climate change. 1. Social Justice and Racial Equity (0 to 5pts): Low‐income households have fewer resources to help them avoid or adapt to the impacts of climate change, and communities of color are often most‐heavily impacted by the disruptions of climate change. Both socioeconomic status and racial identity are key factors that will be used to target and track the positive impacts of these programs. It should be noted that socio‐economic status and race should be tracked separately since it should not be assumed that County residents below the poverty line are people of color. Example metrics: • Low‐income or marginalized communities/households were engaged in the creation of this project. • Low‐income or marginalized communities/households benefit most directly. • Racial minorities will be hired and/or are essential to the completion of the project. • Any negative side effects of the project do not impact any low‐income or marginalized communities/households. 2. Emissions reduced (0 to 4 pts): This criterion rewards projects which reduce the most emissions as well as those that reduce emissions within Orange County (e.g.‐ transportation, carbon farming), instead of at a power plant as all of these are outside of the County except for UNC’s co‐gen plant which regularly only powers a portion of the UNC campus. Example metrics: • A significant amount of Greenhouse gas emissions will be reduced within Orange County as a result of this project. • Greenhouse gas emissions reductions are directly attributable to the project. 3. Efficient use of Funds (0 to 4 pts): This criterion measures the relative impact per dollar of investment from the Climate Action Fund, as well as how. Some example metrics include: Example metrics: • Impact per grant dollar. • Generated cost savings over a reasonable payback period. • Acceleration or expansion of existing programs that already show positive impact. • Leveraging other funding sources. • The proposed project positions the applicant for future funding from other sources. 4. Capacity of Applicant (0 to 3 pts): Example metrics: • Applicant has the expertise to complete the project, and shows understanding of what is needed to accomplish the project goals. • Applicant has done similar projects or has collaborators with direct experience in the project field. 5. Local Economic Development (0 to 3 pts): DocuSign Envelope ID: 0E2E518B-BEF7-4AF0-8D07-FCD05F094BD6 P a g e 4 o f 20 Reducing climate change impacts can also increase and diversify local economic development. Transitioning to renewable energy and clean technologies is a huge market opportunity and the County Commissioners want to reward projects that emphasize local investment. Some example metrics include: Example metrics: • Number of Orange County residents employed by the applicant organization. • % of project materials that are sourced within Orange County/The Triangle/North Carolina. 6. Amount and Duration of Engagement (0 to 3 pts): This criterion measures the extent to which projects effectively educate on climate change impacts, mitigation, and/or resilience, and increase community awareness and engagement with climate change efforts. Some example metrics include: Example metrics: • Number of people reached. • Retention of new knowledge or attitude after project completion. • Likelihood of impacted audience continuing engagement with climate change efforts. 7. Time to complete (0 to 3 pts): Example metric: • Project can be completed or show clear positive impacts within two years or less. Reporting and Monitoring Applicants that receive funding are required to submit written progress reports. Funded projects will be monitored for progress and performance, financial and administrative management, and compliance with the terms of Performance or Funding Agreement(s). Monitoring may involve site and/or office visit(s). During the first year of implementation of the grant program, staff may make changes to the appropriate frequency of measurement and reporting. DocuSign Envelope ID: 0E2E518B-BEF7-4AF0-8D07-FCD05F094BD6 P a g e 5 o f 20 SUBMISSION CHECKLIST Primary Applicant Organization: Habitat for Humanity of Orange County Project Name(s): Solar Panels on Affordable Habitat Homes Section Subsection Cover Page Applicant and Collaborator/Partner Contact Information Funding Requests Signed Application Cover Page Signed Disclosure of Conflicts of Interest and Clause Applicant Information Applicant organization’s Date of Incorporation (if applicable) Applicant organization’s Purpose/Mission (if applicable) Living Wage Schedule of Positions (if applicable) Project Information Project Name Project Description Strategic Objective Target Population Performance Indicators Project Budget Summary Attachments (A description of these items is available on page 15: “Description of Required Attachments.” Please contact us if it will not be possible to provide any of these required attachments at the time of application: bbouma@orangecountync.gov) Applicant Organization’s Annual Budget and Proposed Project Budget (Use template provided) Applicable Financial Records to prove eligibility: IRS Federal Form 990 or Applicant Organization’s Tax Returns from 2019 Applicable Financial Records to prove eligibility of collaborator/partner (if they are receiving project funds): IRS Federal Form 990 or Tax Returns from 2019 List of members of organization’s Governing Board (if Board exists) Solid Waste Program Fee (SWPF) Verification (for commercial property owners and renters) Certificate of Insurance DocuSign Envelope ID: 0E2E518B-BEF7-4AF0-8D07-FCD05F094BD6 P a g e 6 o f 20 Cover Page Applicant Contact Information Applicant Organization’s Legal Name: Habitat for Humanity, Orange County, N.C., Inc. Applicant Organization’s Physical Address: 88 Vilcom Center Drive, Suite L110, Chapel Hill, NC 27514 Applicant Organization’s Mailing Address: 88 Vilcom Center Drive, Suite L110, Chapel Hill, NC 27514 Applicant Organization’s Web Address: www.orangehabitat.org Executive Director (if applicable): Jennifer Player Telephone Number: (919) 932-7077 ext. 215 E-Mail: jplayer@orangehabitat.org Tax ID Number: 58-1603427 Funding Request Summary Please list all Fiscal Year 2021 Community Climate Action Grant funding requested for all projects you are proposing and the proposed use of funds (please list program name only). Applicants will be asked to provide more details on their proposed program budget in the Budget Worksheets attachment. Project Equipment Operations Personnel Total Solar Panels on Affordable Habitat Homes $95,000 $0 $0 $95,000 Totals $95,000 $0 $0 $95,000 Briefly explain your proposed use of funds (2-4 sentences): Habitat for Humanity of Orange County proposes to use $95,000 in Orange County Community Climate Action Grant funding to install rooftop solar panels on ten newly constructed affordable Habitat homes in Orange County. This project will be undertaken in partnership with East Chapel Hill Rotary Club. To the best of my knowledge and belief all information and data in this application is true and current. Signature: November 9, 2020 Applicant’s Authorized Signatory Date DocuSign Envelope ID: 0E2E518B-BEF7-4AF0-8D07-FCD05F094BD6 P a g e 7 o f 20 Disclosure of Potential Conflicts of Interest and Non-Discrimination Clause Are any of the Board Members or employees of the organization which will be carrying out this project or their named project collaborators/partners or members of their immediate families, or their business associates… YES NO a) Employees of or closely related to employees of Orange County? b) Members of or closely related to members of the governing bodies of 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 or know of any other potential conflict of interest regarding your application, please provide a full explanation here: n/a 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: November 9, 2020 Applicant’s Authorized Signatory Date DocuSign Envelope ID: 0E2E518B-BEF7-4AF0-8D07-FCD05F094BD6 P.O. Box 8181, Hillsborough, North Carolina 27278 Telephone: 919 245-2626 Applicant Organization and Collaborator Information Please provide the following information about the primary applicant organization: 1. Date of Incorporation (Month/Year): April 1984 2. Applicant organization’s Purpose/Mission (no more than 2-4 sentences): Seeking to put God’s love into action, Habitat for Humanity of Orange County brings people together to build homes, communities, and hope. Our vision is an Orange County where everyone has a decent place to live. 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 2-4 sentences). Since its founding in 1984, Habitat has built nearly 300 new homes and repaired nearly 200 existing homes in Orange County. Many of these projects have been completed on time and on budget using funding from Orange County. Since 2008, all Habitat homes in Orange County have been green-certified. We now seek to increase our commitment to energy efficiency and climate action by beginning to outfit our homes with rooftop solar panels as well. 4. Living Wage: Does this organization pay permanent employees a minimum living wage? Yes If yes, is this organization an Orange County Living Wage Certified Employer? Yes If no, please briefly explain. n/a 5. Schedule of Positions: a. Number of Full-Time Paid Positions: 20 b. Number of Part-Time Paid Positions: 0 c. Number of volunteers: 2,023 per year d. Average hours worked per volunteer per month: 0.44 hours/month on average. 10,621 hours total annually. Majority volunteer one 4-hour shift per year. We also have a core crew who volunteer 8 hours at least once a week, and folks who fall everywhere in between. Please note this is new home construction site volunteers only. Please provide the following information about all significant collaborators and partners whether or not they will be receiving grant funding for this project. Feel free to copy and paste Questions “a” through “e” as needed if you have more than one significant collaborator/partner: a) Date of Incorporation (Month/Year): East Chapel Hill Rotary Club was founded in January 1968. b) Applicant organization’s Purpose/Mission (no more than a few sentences): Rotary is a global network of 1.2 million neighbors, friends, leaders, and problem-solvers who see a world where people unite and take action to create lasting change across the globe, in our communities, and in ourselves. Supporting the environment is one of Rotary's major areas of focus. The environment joins peacebuilding and conflict prevention; disease prevention and treatment; water, sanitation, and hygiene; maternal and child health; basic education and literacy; and community economic development. As a global network that strives to build a world where people unite and take action to create lasting change, Rotary values diversity and celebrates the DocuSign Envelope ID: 0E2E518B-BEF7-4AF0-8D07-FCD05F094BD6 P a g e 9 o f 20 contributions of people of all backgrounds, regardless of their age, ethnicity, race, color, abilities, religion, socioeconomic status, culture, sex, sexual orientation, and gender identity. c) 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 100 words). East Chapel Hill Rotary Club is a 150-member service organization. Now more than 50 years old, the club is built on the principle of "service above self" as evidenced through our service to a variety of local, national, and international projects. Our foundation funds a portion of our project work including the Dental Mission, Teacher Supply Store, and Bike Night. The Foundation is conservatively managed and a safe, sustainable withdrawal is used to support our program work. By growing the assets of the foundation our club continues to work to assure that East Chapel Hill Rotary Club's future projects will be well- funded. The East Chapel Hill Rotary Foundation is a 501c(3) nonprofit organization. d) Living Wage: Does this organization pay permanent employees a minimum living wage? n/a i. If yes, is this organization an Orange County Living Wage Certified Employer? n/a ii. If no, please briefly explain. Rotary is a volunteer-only organization. e) Schedule of Positions: i. Number of Full-Time Paid Positions: n/a ii. Number of Part-Time Paid Positions: n/a iii. Number of volunteers: East Chapel Hill Rotary Club has about 150 members. iv. Average hours worked per volunteer per month: n/a – numbers vary widely per member and are not directly tracked. Project Information *Please submit for each project if applying for funding for more than one project. 6. Project Name: Solar Panels on Affordable Habitat Homes Project Primary Contact and Title: Grace Johnston, Associate Director of Development Telephone Number: (919) 932-7077 ext. 219 E-Mail: gjohnston@orangehabitat.org 7. Please briefly describe the proposed program and the target population to benefit from the program. (100 words or less): Habitat for Humanity of Orange County proposes to use $95,000 in Orange County Community Climate Action Grant funding to install rooftop solar panels on ten newly constructed affordable Habitat homes in Orange County. East Chapel Hill Rotary Club will partner with us to help raise funds and work with local solar installation companies to obtain equipment at cost. Nationally, Habitat for Humanity is the 6th largest homebuilder in the U.S. Of 1200+ local affiliates, only about 50 were using solar panels as of 2019 (only two affiliates in North Carolina). Habitat serves families earning between 30% and 80% of the area median income. DocuSign Envelope ID: 0E2E518B-BEF7-4AF0-8D07-FCD05F094BD6 P a g e 10 o f 20 8. Please choose the best description for the type of project: ☒ Infrastructure/Clean Tech: New ☐ Infrastructure/Clean Tech: Repair ☐ Infrastructure/Clean Tech: Replacement ☐ Communication/Education ☐ Natural Systems Management/Restoration ☐ Circular Economy/Waste reduction ☐ Analysis/Plan ☐ Other (Please describe): 9. Please choose the primary climate change mitigation focus for this project (select all that apply): ☐ Energy Efficiency ☒ Renewable Energy ☐ Beneficial Electrification ☐ Carbon Sequestration ☐ Other (Please describe): 10. Has your organization or have your collaborators/partners completed projects of this type in the past? If so, what funds were used? ☒ Yes ☒ Funding used (Please describe): A single rooftop solar panel installation has been funded and is to be installed in early 2021. Funding was by cash donation from Rotary and in-kind donation from Southern Energy Management. ☐ No 11. If this project is not selected for funding in this round, what other funding might be used to support it within the next 5 years? ☐ Other capital or operational funds ☐ None. This is a unique opportunity. ☒ Unknown (please describe below): If this project is not selected for funding in this round, we will seek funding from (as yet unidentified) alternate grant sources. Already secured sources alone would not be sufficient to fund solar panel installation on ten homes, and the scope of the proposed project would need to be reduced if funding was not fully awarded. In addition to funding from Rotary and in-kind contributions from Southern Energy Management, we are also researching the possibility of Duke Energy solar rebates and/or federal tax incentives. We have been in contact with some nonprofit solar organizations, but funds are not currently available. While other grant sources will be sought as they are available, this will significantly delay the implementation of the project. 12. Please select the jurisdiction(s) where your project is focused and briefly state how your project aligns with the relevant Climate Action Plans (no more than 2-4 sentences). ☐ Carrboro: https://townofcarrboro.org/928/Community-Climate-Action-Plan ☐ Chapel Hill: In progress, please refer to the website to show alignment. ☒ Orange County: In progress, please instead show alignment with the Orange County BOCC Goals and Priorities. DocuSign Envelope ID: 0E2E518B-BEF7-4AF0-8D07-FCD05F094BD6 P a g e 11 o f 20 ☐ North Carolina: Clean Energy Plan Zero Emission Vehicle Plan Motor Fleet Zero Emission Vehicle Plan Clean Energy and Clean Transportation Workforce Assessment Habitat’s work directly addresses the Orange County Board of County Commissioners Goal and Priorities by helping to ensure a community network of basic human services and infrastructure that maintains, protects, and promotes the well-being of all county residents, and a high quality of life and lifelong learning that champions diversity and education at all levels. Habitat’s work also helps to create a balanced, dynamic local economy promoting diversity, sustainable growth, and enhanced revenue while embracing community values. This project in particular addresses the County’s goal to create, preserve, and protect the natural environment for present and future generations. Project Drawdown, a collaboration of scientists worldwide ranks rooftop solar as the tenth most important solution to climate change out of a list of 100. Solar panels generate electricity without emitting greenhouse gases or air pollution. Every solar panel installed decreases carbon production and fights climate change and protects the population health. Rooftop solar can also reduce the stress on the energy grid by allowing utilities to draw electricity from homeowners. Collaborators and Partners In some projects, collaborators and partners provide essential capacity and connections. If collaborators or partners are an essential part of your project whether or not they are receiving grant funds, please use this section to provide more details. If you are not working with collaborators or partners, please feel free to write N/A in this section and move to the Social Justice and Racial Equity section. 13. Please describe one to three key partnerships/collaborations that add the most value to the success of the proposed project. In addition to East Chapel Hill Rotary Club, Habitat will work with Southern Energy Management, a Triangle-based B-Corporation, which has donated time and equipment to the pilot Habitat rooftop solar-panel installation. Yes Solar has also expressed interest in helping with labor for 8-10 installations in the future and assisting Habitat and Rotary with procuring equipment at cost. Social Justice and Racial Equity 14. How many people will directly or indirectly benefit from your project? Please be as specific as possible on the estimated number and characteristics of those who will benefit including, gender, race, age, socio-economic status and geographic location. Please also state for each group whether the benefits will be direct or indirect. Please fill out the tables below as applicable. Habitat proposes to install rooftop solar panels on ten affordable homes over the next two years. The specific homeowners for these homes have not yet been selected. The numbers below represent the average Habitat homeowner household. The average Habitat homeowner earns 45% of the area median income. The average Habitat household has four people. Benefits will be direct for all groups listed below. DocuSign Envelope ID: 0E2E518B-BEF7-4AF0-8D07-FCD05F094BD6 P a g e 12 o f 20 Project Target Population Demographics Group Characteristic Projected 2020-21 Will the benefits of your project be direct or indirect for this group? Gender Men 18 Direct Women 22 Direct Nonbinary/Genderqueer 0 n/a not tracked Self-Describe 0 n/a not tracked Total 40 Race and Ethnicity Black or African-American 17 Direct American Indian or Alaska Native 0 n/a not tracked Asian 6 Direct White 3 Direct Native Hawaiian or other Pacific Islander 0 n/a not tracked Two or more races 0 n/a not tracked Some other race 14 Direct (Hispanic/Latino) Total 40 Of the above, how many Hispanic/Latino 14 Direct Of the above, how many non- Hispanic/Latino 26 Direct Total 40 Age 0-5 years 12 Direct 6-18 years 12 Direct 19-50 years 13 Direct 51+ years 3 Direct Total 40 Geographic Location Town of Chapel Hill 0 n/a Town of Carrboro 16 Direct – up to 4 homes Orange County (Outside of Chapel Hill/Carrboro) 24 Direct – at least 6 homes in Hillsborough Outside of Orange County 0 n/a Total 40 Income Low-income (80% of the Area Median Income and Below) Please see income table in the appendix 40 Direct – over the past several years the average AMI of Habitat homebuyers is about 45% at closing. Total 40 DocuSign Envelope ID: 0E2E518B-BEF7-4AF0-8D07-FCD05F094BD6 P a g e 13 o f 20 15. Please describe any ways in which low‐income or marginalized communities/households were engaged in the creation of this project proposal. While the actual homebuyers for this project have not yet been selected, we do have nearly 300 local Habitat homeowners with valuable experience and insights. Habitat regularly solicits this group for their opinions and ideas on our work and programs. Homeowners are typically excited about the financial and environmental benefits of owning a green-certified Habitat home. Still, we recognize that rooftop solar panels may not be for everyone. We will work closely with the buyers of each potential solar home to ensure that they fully understand all of the risks and benefits of the program, and we will honor their decision about whether to participate. Habitat homeowners contribute 275 hours of their time to construction of their homes, education, and community engagement activities. Through education and personal experience with solar we hope that homeowners will become advocates for solar in our community. 16. Please describe any potential negative side effects of the project and describe the steps you are taking/will take to eliminate or minimize these impacts to any low‐income or marginalized communities/households. The homeowners will have approximately $73 free electricity per month and the equipment is warranted for 12-25 years. However, the labor is only guaranteed for five years after which time maintenance will be the homeowner’s responsibility. However, solar installations have a low repair rate. Habitat has programs to help homeowners save for repairs and can also offer referrals for reputable vendors and in some case no-interest loans for repairs. 17. Are the impacted residents already aware of the potential positive and negative impacts of your project and the steps you are taking? If not, please describe your plan to engage with them and how you will act based on their input. Specific homeowners for the ten pilot homes have not yet been selected. Once selected, homebuyers for homes with the potential for solar installation will be offered education and information about solar and the choice to participate in the program or not. Communication with homebuyers will be fully open and transparent regarding the potential costs, positives, and negatives of the program. Homebuyers who are not fully willing to participate in the program will not be required to do so. 18. Please describe any other aspect of your project that is relevant to Social Justice and Racial Equity. Energy costs disproportionately affect low-income families because energy bills account for a much higher percentage of their income. High energy costs contribute to the cycle of poverty. Low- income families cannot afford the upfront cost of solar and frequently do not qualify for loans. The tax code perpetuates this inequality by giving tax credits for home solar installation, but these credits frequently cannot be used by those with lowest incomes. Home solar should not be available just for those with higher incomes. Building these homes with solar will address the lack of equity when it comes to the benefits of renewable energy. Rooftop solar helps fight climate change and air pollution. Climate justice and racial justice are linked. In the U.S. Black people are exposed to about 1.5 times more particulate matter than white people, and Hispanics 1.2 times more. People in poverty have about 1.3 times more exposure than people out of poverty with resultant significant health risk. Habitat’s affordable homeownership program also helps address the racial wealth gap and helps families build generational wealth and equity. Emissions Reduced DocuSign Envelope ID: 0E2E518B-BEF7-4AF0-8D07-FCD05F094BD6 P a g e 14 o f 20 19. How many tons of greenhouse gas emissions will your project reduce/avoid each year? Each year, our proposed project will reduce/avoid an estimated 47 tons of greenhouse gas emissions. Each of the ten houses will reduce carbon emissions by approximately 4.7 tons each year. 20. For how many years will this emissions reduction take place as a result of your project? Please consider the expected lifetime of the technology/program/impact etc. Over the estimated 30-year lifetime of the rooftop solar panels, this project will reduce carbon emissions by a total of approximately 1,140 tons. 21. Please describe the location of the emissions reduction. Where would fossil fuels have been burned if not for your project? For projects creating electricity usage reductions, it can be difficult to determine the location of the power produced. Please feel free to state “Grid-tied electricity reduction.” Our project will reduce emissions through grid-tied electricity reduction. 22. Please describe any other aspect of your project that is relevant to the amount of emissions that it will reduce or avoid. Adding rooftop solar panels to houses encourages orientation of the houses to solar south and increases awareness of the benefits of other passive solar changes in home design. Efficient use of Funds 23. Please estimate the impact of your project per grant dollar requested. This cost per unit of impact must reflect the total program budget divided by the total impact of the project described in this application. If the proposed project is new, please write N/A in the first column of the table below, and just fill out the second column. Actual 2019-20 Project Costs (If your proposed project expands or accelerates an ongoing effort) Projected Project Costs Total Cost of Project n/a The full market cost of rooftop solar panels on ten homes is approximately $165,550. Unit of Impact: Total # of tons of greenhouse gases reduced n/a 1,410 tons for 10 houses over 30 years Cost Per Ton of GHG’s Reduced n/a $117 per ton Unit of Impact: Total # of individuals served/benefitted n/a 10 families Cost Per Individual Served/Benefitted n/a $4,139 per person, assuming four people per household on average DocuSign Envelope ID: 0E2E518B-BEF7-4AF0-8D07-FCD05F094BD6 P a g e 15 o f 20 Other Unit of Impact: Please describe here n/a Each family will save an estimated $26,280 in electricity costs over 30 years. For 10 families, this is a savings of $262,800 total over 30 years. Cost Per Unit of Impact n/a $0.63 spent per $1 saved over 30 years Other Unit of Impact: Please describe here n/a The benefit to local community health of the reduction in air pollution is large but unquantified. Cost Per Unit of Impact n/a n/a (Please feel free to add rows if necessary, to show any additional units of impact.) 24. Please describe any avoided financial costs or savings related to the project and over what period of time those costs will be avoided/reduced. Each family will save an estimated $73 per month on average on their electricity bill, which translates to $262,800 for all ten homes over the 30-year expected life of the rooftop solar panels. 25. Does your project accelerate or expand on existing programs that already show positive impact? Project Drawdown, a collaboration of global scientists, ranks rooftop solar as the 10th most important solution to climate change on a list of 100. In early 2021, Habitat will pilot its rooftop solar program by installing solar panels on one of our new homes being built along Odie Street in Hillsborough. For this initial project, Southern Energy Management is generously providing the equipment at cost and donating their labor, bringing the cost of the system down to $6,500. Rotary has successfully fundraised to cover the cost of this first installation. The homebuyer understands the risks and benefits of the program and has agreed to participate. We now propose to expand this program by seeking funding to install rooftop solar panels on ten Habitat homes over the next two years. If positive impacts are demonstrated and additional funding can be secured, we hope to accelerate this program with the eventual goal of being able to offer solar to all buyers of homes on lots where it is a viable option. 26. Does your project also take advantage of other funding sources? For the initial solar installation occurring in early 2021, we have taken advantage of funding from Rotary and donated labor and material from Southern Energy Management. For subsequent projects, we hope that Southern Energy Management or another solar provider will be able to offer us a substantial discount, although likely not as large as for the initial pilot. In 2021, we will also apply for grant funding from Rotary which could contribute to the project. We may solicit donations from donors with a particular interest in solar. We will also pursue funding from Duke Energy’s solar rebate for nonprofits program, but this opportunity is limited and not guaranteed. We will also look into the possibility of federal tax credits for solar. DocuSign Envelope ID: 0E2E518B-BEF7-4AF0-8D07-FCD05F094BD6 P a g e 16 o f 20 27. Would your proposed project help you to take advantage of funding from other sources besides this grant in the future? Solar panel installation is a new project for Orange Habitat. Implementing this project may help us discover new sources of funding related to climate change and renewable energy that we were previously unaware of or ineligible for. We would be interested in working with the County to identify additional possible sources of funding or partnerships. As we build on this program, we hope to diversify our funding sources, and a grant from the County would be a critical accelerator to pilot this program and help us demonstrate success. 28. Please describe any other aspect of your project that is relevant to the efficient use of grant funds. At Habitat, we always work hard to be good stewards of the resources we are entrusted with. Without sacrificing quality, every effort will be made to achieve cost savings on implementing this project so that funds from the County, Rotary, and other partners can be used to their maximum effect to benefit our neighbors and our environment. Capacity of Applicant 29. Please describe any projects that you have completed successfully in the past which are similar to the project you are proposing. In early 2021, Habitat will pilot its rooftop solar program by installing solar panels on one of our new homes being built along Odie Street in Hillsborough. For this initial project, Southern Energy Management is generously providing the equipment at cost and donating their labor, bringing the cost of the system down to $6,500. Rotary has successfully fundraised to cover the cost of this first installation. The homebuyer understands the risks and benefits of the program and has agreed to participate. 30. If you are proposing to collaborate with other organizations on this project, please briefly describe their relevant experience to the project and/or the target population. We are planning to partner with local solar installation companies to complete this project. So far, two companies have demonstrated interest in helping us obtain equipment at cost and assisting with installation, and we plan to reach out to and investigate more companies as well. Southern Energy Management is a B-Corporation and will be donating labor and materials to complete our first installation in early 2021. We hope to continue to partner with them in the future. We have also talked with Yes Solar, a very well-established solar company with an excellent record of community support. 31. Please describe any other relevant expertise or capacity to carry out the project in your application. n/a Local Economic Development 32. How many Orange County residents are employed by your organization? Habitat employs 20 people, of whom 11 are Orange County residents. Other employees live in Alamance, Durham, and Wake Counties. 33. What percent of project materials will be purchased from sources within Orange County or North Carolina? Habitat’s new home construction materials are typically sourced from the local tri-state area. In addition to local volunteer labor, we also use local subcontractors to complete more skilled work. In 2019, Habitat’s work generated $2.03 million in economic impact in Orange County. Habitat seeks to reduce waste wherever possible. In fiscal year 2019, Habitat’s ReStores diverted DocuSign Envelope ID: 0E2E518B-BEF7-4AF0-8D07-FCD05F094BD6 P a g e 17 o f 20 1,200 tons from the landfill by receiving and reselling 8,113 items from Triangle residents. As a renewable energy company, Southern Energy Management also seeks to ensure that its operations are as green as possible. Its solar panels are American-made. The company also gives each of its employees eight hours of paid time off to volunteer each year. 34. Please describe any other aspect of your project that is relevant to local economic development. This project will help North Carolina and Duke Energy achieve their goals of carbon neutrality by 2050. Habitat is the sixth largest homebuilder in the U.S. As of 2019, only fifty Habitat affiliates across the country and two in North Carolina used solar panels. If funded, we hope that this significant project will serve as a model for other Habitat affiliates and help Habitat toward becoming a national leader in solarizing homes for our lower-income neighbors. Funding of this proposal will send a strong message that Orange County supports expanding renewable energy and making it accessible to everyone. Amount and Duration of Engagement 35. Please describe how you will engage with and/or educate project participants. We will work closely with the buyers of each potential solar home to ensure that they fully understand the benefits and potential risks of solar and are fully informed to make a decision on whether or not to participate in the program. On all of its homes, Habitat works with individual buyers through the duration of the project and is also available for guidance and support after closing. On this project specifically, we will work with Rotary and our solar partner to ensure that we are giving buyers all of the information they need to know. We will also work with East Chapel Hill Rotary Club to educate its members and the members of other area chapters on solar and its benefits. We will encourage similar collaboration between other Rotary clubs and their local Habitat affiliates and ask them to join with us in applying for Rotary district grants and fundraising. Habitat remains engaged with its homebuyers throughout the life of their 30-year mortgage. 36. How will you measure the success of that engagement or educational effort? We will measure the success of our engagement and educational efforts by measuring the number of Habitat homes that receive rooftop solar over time, measuring the numbers of homebuyers educated, measuring the number of club members educated, measuring the number of grants and donations received, and measuring the number of solar advocates created. 37. Please describe any other aspect of your project that is relevant to the amount, or quality, or length of engagement and education that your project will produce. We will complete our first solar panel installation in early 2021. With this funding, we will be able to complete an additional ten installations over the next two years. Throughout this process, we will seek to have high-quality engagement with each of the ten homebuying families. Following the completion of this project, we hope to continue assessing each of our homes for solar readiness, and to create a sustainable partnership and funding model that will allow us to install solar panels on any viable home where the buyer chooses to participate. Over the next few years, Orange Habitat is also ramping up its homebuilding from 12 to 20 homes per year. We hope that solar will be a part of this expansion. Time to Complete DocuSign Envelope ID: 0E2E518B-BEF7-4AF0-8D07-FCD05F094BD6 P a g e 18 o f 20 38. How much time will your project require to demonstrate the positive impacts you describe? We expect that the installation of rooftop solar panels on ten affordable Habitat homes will be completed within the next two years. Homeowners will begin seeing the positive impacts of this technology immediately. Submission Guidance Applications are to be submitted as email attachments to Orange County Sustainability Coordinator, Brennan Bouma at bbouma@orangecountync.gov. Please also CC the lead staff member supporting the Commission of the Environment, Wesley Poole at wpoole@orangecountync.gov. The Application Submittal Deadline for the Fiscal Year 2021 round of the Community Climate Action Grant is Monday, November 9th 2020 at 12pm (noon). Please note that late, handwritten, or incomplete applications will not be accepted. Accommodations for applicants with disabilities are available upon request. Please contact the Orange County Sustainability Coordinator, Brennan Bouma (919-245-2626, bbouma@orangecountync,gov) to discuss what is needed. Submit all documents including attachments in both PDF form and in their original editable format (Word and Excel documents). This will ensure the original content and formatting is preserved and will facilitate project scoring and comment. Description of Required Attachments a) Applicant Organization’s Budget and Project Budget Please complete the provided budget template for your organization and your proposed project or submit your own budget file (as long as it contains the same information, and in a similar format, as requested in the provided template. Please explain other in your budget). Budget Template is listed on the Town’s and County website here. Please submit the budget in PDF form as well as in the original editable Excel format. b) IRS Federal Form 990 or 2019 Tax Returns A copy of the applicant organization’s 2018 Form 990 or 2019 Tax Returns is required to determine eligibility. The specific form depends upon the applicant organization’s financial activity. Review the IRS’ table guide, for more details. For Form 990-N (e-postcard) filers, include a copy of the postcard, with the organization’s application materials. c) List of Board of Directors (if applicable) Provide the following information about each board of director’s member: name, telephone number, address, occupation or affiliation of each member and the list must identify the principal officers of the governing body, and length of term. d) Solid Waste Program Fee (SWPF) Verification This fee finances Orange County's recycling and waste reduction program. Submit either a.) proof of payment of the applicant organization’s FY 2018-19 Solid Waste Program Fee, OR b.) a statement on the DocuSign Envelope ID: 0E2E518B-BEF7-4AF0-8D07-FCD05F094BD6 P a g e 19 o f 20 applicant organization’s letterhead indicating exemption and specify the person(s), business, etc. that is responsible for paying this fee. e) Certificate of Liability Insurance A copy of the applicant organization’s current certificate, from the organization’s insurance carrier. Table 1 below outlines insurance types and minimums required, for each jurisdiction. If exempt from Worker’s Compensation compliance, include a statement explaining why, with the applicant organization’s application materials. NOTE: Proof of insurance is not required at the time of application submission. If your agency is approved for funding, documentation of insurance must be provided to the jurisdiction awarding the funding when the contract is awarded. The insurance certificate should reflect the funding jurisdiction as an additional insured party and certificate holder and provide coverage for the duration of the funding period (as early as February 1, 2021 through January 30, 2023). If proof of insurance can only be written for one year, an update will be required for all ongoing projects. Renewal certificates must be sent to the jurisdiction 30 days prior to any expiration date, cancellation, or modification of any stipulated insurance coverage. NOTE: Upon request, insurance requirements may be reviewed on a case by case basis by the County. Please contact the staff identified on the Submission Requirements on Page 15 if you have questions or would like to request a review of your insurance requirements. Appendix Table 1. Forms of Liability Insurance and Minimum Policy Amounts Required INSURANCE ORANGE COUNTY3 Worker's Compensation1 Limits for Coverage A - Statutory State NC, for each employee Limits for Coverage B - Employers Liability of: $500,000 each accident, $500,000 BID for each employee $500,000 for BID limit Commercial General Liability $1 million Each Occurrence $2 million Aggregate Automobile Liability $1 million Each Occurrence Professional Liability $1 million Each Occurrence $2 million Aggregate Sexual Abuse & Molestation $1 million Each Occurrence $2 million Aggregate Cyber Liability $1 million Each Occurrence $2 million Aggregate DocuSign Envelope ID: 0E2E518B-BEF7-4AF0-8D07-FCD05F094BD6 P a g e 20 o f 20 ▪ Visit the NC Industrial Commission’s website for more information regarding Coverage A. Also, note that if an agency uses subcontractors, it must require subcontractors to have workmen’s compensation insurance. ▪ Bodily Injury by Disease (BID). ▪ Please visit Orange County’s Risk Management page for more information about the County’s Minimum Insurance Requirements. ▪ For additional information regarding the Town of Chapel Hill’s Minimum Insurance Requirements, please contact the Office of Risk Management or Business Management. Town of Chapel Hill At- your-Service. Table 2. 2020 Income Limits - US Department of Housing and Urban Development (HUD) Durham-Chapel Hill Metropolitan Statistical Area (Durham, Orange, and Chatham Counties) Source: https://www.huduser.gov/portal/datasets/il/il2020/2020summary.odn Income Level 1 person 2 people 3 people 4 people 5 people 6 people 7 people 8 people 30% area median income $19,100 $21,800 $24,550 $27,250 $30,680 $35,160 $39,640 $44,120 50% area median income $31,850 $36,400 $40,950 $45,450 $49,100 $52,750 $56,400 $60,000 80% area median income $50,900 $58,200 $65,450 $72,700 $78,550 $84,350 $90,150 $96,000 DocuSign Envelope ID: 0E2E518B-BEF7-4AF0-8D07-FCD05F094BD6 Applicant Organization's Budget Actual Total FY20 (7/1/19- 6/30/20) Estimated Total FY21 (7/1/20- 6/30/21) Projected Total FY22 (7/1/21- 6/30/22) Percent Change -$ -$ -$ 0 1,497,250$ 2,032,750$ 2,500,000$ 23% -$ -$ -$ 0 19,746$ 100,000$ 20,000$ -80% 9,000$ -$ -$ 0 410,000$ 1,255,692$ 500,000$ -60% 51,313$ 51,312$ 51,312$ 0% 222,749$ 817,000$ -$ -100% 84,680$ -$ -$ 0 -$ -$ -$ 0 -$ -$ -$ 0 -$ -$ -$ 0 522,484$ 194,500$ 250,000$ 0.29$ Private Foundation Grants -$ -$ -$ 0 Other Revenue: please briefly explain here 2,421,411$ 2,052,590$ 6,813,688$ 2.32$ top 3 Other Proj 2020-2021: - Mortgage pmts 730,000 - NCHFA 498,000 - ReStore proceeds 150,000 5,238,633$ 6,503,844$ 10,135,000$ 56% 1,259,656$ 1,418,582$ 1,468,000$ 3% 95,156$ 98,767$ 103,000$ 4% 46,746$ 39,188$ 40,000$ 2% 20,097$ 21,750$ 24,000$ 10% 3,538,586$ 5,600,283$ 8,500,000$ 52% top 3 Other Proj 2020-2021: - Construction, Land Costs 5,356,000 - NCHFA payments 183,898 - Work Comp, Gen Liab, Other Ins 57,000 4,960,241$ 7,178,570$ 10,135,000$ 41% 278,392$ (674,726)$ -$ 100%SURPLUS/(DEFICIT) FOR PERIOD: Other Expenses: please briefly explain here Total Agency Expenses AGENCY EXPENSES Compensation Rent & Utilities Supplies & Equipment Travel & Training Federal Government (CDBG/HOME/Covid/FHLBetc.) Total Organization Revenue Other Government Grants Triangle United Way State Government Human Services - Orange County Other - Orange County Other - Town of Hillsborough Other - Town of Carrboro Human Services - Town of Chapel Hill Other - Town of Chapel Hill ORGANIZATION REVENUE Private Donations Generated Revenue (fees, sales, etc) Local Government Grants (Please list separately): Human Services - Town of Carrboro (Most recent complete calendar year or fiscal year) Starting date: 7/1/19 Ending Date: 6/30/22 ORGANIZATION NAME:Habitat for Humanity, Orange County, NC, Inc. FY 2018-19 Agency Budget DocuSign Envelope ID: 0E2E518B-BEF7-4AF0-8D07-FCD05F094BD6 Proposed Project Budget Use for all projects Actual Total FY20 (7/1/19- 6/30/20) Estimated Total FY21 (7/1/20- 6/30/21) Projected Total FY22 (7/1/21- 6/30/22) Percent Change -$ -$ 17,050$ 0 potential in-kind donation or discount from solar partner -$ -$ -$ 0 -$ -$ 95,000$ 0 -$ -$ -$ 0 -$ -$ -$ 0 -$ -$ -$ 0 -$ -$ -$ 0 -$ -$ -$ 0 -$ -$ -$ 0 Private Foundation Grants -$ -$ -$ 0 Other Revenue: please briefly explain here -$ -$ 37,500$ 0 potential Duke Energy rebate -$ -$ 16,000$ 0 potential funding from local Rotary grants and fundraising -$ -$ 165,550$ 0 -$ -$ -$ 0 -$ -$ -$ 0 -$ -$ 165,550$ 0 estimated full market cost of ten rooftop solar panel installations -$ -$ -$ 0 -$ -$ -$ 0 -$ -$ 165,550$ 0 -$ -$ -$ 0 PROJECT REVENUE PROJECT NAME:Solar Panels on Affordable Habitat Homes Use only if project is ongoing Private Donations Project Generated Revenue: Local Government Grants (Please list separately): Orange County Community Climate Action Grant Other Government Grants Triangle United Way State Government Travel & Training Other Expenses: please briefly explain here Federal Government (CDBG/HOME/etc.) Supplies & Equipment & Labor Total Project Revenue PROJECT EXPENSES Compensation Rent & Utilities SURPLUS/(DEFICIT) FOR PERIOD: Total Project Expenses FY 2018-19 Program Budget DocuSign Envelope ID: 0E2E518B-BEF7-4AF0-8D07-FCD05F094BD6 Habitat for Humanity of Orange County | 88 Vilcom Center Drive, Suite L110, Chapel Hill, NC 27514 tel (919) 932-7077 info@orangehabitat.org orangehabitat.org We build strength, stability, self-reliance and shelter. Board of Directors Betsy Blackwell (First Vice Chair), Community Volunteer 604 East Franklin Street, Chapel Hill, NC 27514, (704) 816-9446, watwell@aol.com Ethnicity: Caucasian, Term: 2017-2020 Cathy Bryson (Secretary), Community Volunteer 7923 Morrow Mill Road, Chapel Hill, NC 27516, (310) 592-2382, bryson.cathy@gmail.com Ethnicity: Caucasian, Term: 2017-2020 Doug Call, Community Volunteer 139 South Fields Circle, Chapel Hill, NC 27516, (919) 240-4524, dwc@douglascall.com Ethnicity: Caucasian, Term: 2018-2021 Sharon Davis, Retired, Nursing 107 Bel Arbor Lane, Carrboro, NC 27510, (919) 967-2078, shardvs@yahoo.com Ethnicity: African-American, Term: 2019-2022 Elam Hall (Chair), DHI Communities 618 Wells Court, Chapel Hill, NC 27514, (704) 516-1177, elam_hall@uncbusiness.net Ethnicity: Caucasian, Term: 2019-2022 Sue Harvin, Retired, Social and Scientific Systems 2438 Kornegay Place, Chapel Hill, NC 27514, (919) 932-9640, harvinsue@gmail.com Ethnicity: Caucasian, Term: 2017-2020 Shannon Kennedy, Hodge & Kittrell Sotheby's International Realty 306 Laurel Hill Road, Chapel Hill, NC 27514, (919) 448-6664, kennedy.shannon@outlook.com Ethnicity: Caucasian, Term: 2019-2022 Taylor Ludlam (Second Vice Chair), Kilpatrick Townsend & Stockton LLP 9 Saint James Place, Chapel Hill, NC 27514, (404) 735-3043, taludlam@kilpatricktownsend.com Ethnicity: Caucasian, Term: 2019-2022 Suki Newton (Past Chair), b invited 405 Tramore Drive, Chapel Hill, NC 27516, (919) 247-4148, snewton405@aol.com Ethnicity: Caucasian, Term: 2018-2021 DocuSign Envelope ID: 0E2E518B-BEF7-4AF0-8D07-FCD05F094BD6 Habitat for Humanity of Orange County | 88 Vilcom Center Drive, Suite L110, Chapel Hill, NC 27514 tel (919) 932-7077 info@orangehabitat.org orangehabitat.org We build strength, stability, self-reliance and shelter. Board of Directors, cont’d Joan Pharr (Treasurer), Blackman & Sloop 1414 Raleigh Road #300, Chapel Hill, NC 27517, (919) 869-3566, joan@b-scpa.com Ethnicity: Caucasian, Term: 2017-2020 Hassan Pinto, GreatestFan LLC 4903 Glendarion Drive, Durham, NC 27713, (919) 219-3753, hassan.pinto@gmail.com Ethnicity: Afro-Brazilian, Term: 2019-2022 Cami Schupp, Alexander Miller & Schupp 1526 East Franklin Street #202, Chapel Hill, NC 27514, (919) 929-1984, cami@ams-lawyer.com Ethnicity: Caucasian, Term: 2018-2021 Joy Steinberg, JSI Marketing 22 Banbury Lane, Chapel Hill, NC 27517, (214) 535-9524, joy.steinberg@gmail.com Ethnicity: Caucasian, Term: 2018-2021 Anna Wu, University of North Carolina at Chapel Hill 921 Monmouth Avenue, Durham, NC 27701, (919) 962-2748, annaw@fac.unc.edu Ethnicity: Asian-American, Term: 2019-2022 Michael Zuber, Investors Trust PO Box 1064, Chapel Hill, NC 27514, (919) 945-2600, mzuber@invtrust.com Ethnicity: Caucasian, Term: 2019-2022 DocuSign Envelope ID: 0E2E518B-BEF7-4AF0-8D07-FCD05F094BD6 PUBLIC DISCLOSURE COPY DocuSign Envelope ID: 0E2E518B-BEF7-4AF0-8D07-FCD05F094BD6 DocuSign Envelope ID: 0E2E518B-BEF7-4AF0-8D07-FCD05F094BD6 Code:Expenses $including grants of $Revenue $ Code:Expenses $including grants of $Revenue $ Code:Expenses $including grants of $Revenue $ Expenses $including grants of $Revenue $ 832002 12-31-18 1 2 3 4 Yes No Yes No 4a 4b 4c 4d 4e Form 990 (2018)Page Check if Schedule O contains a response or note to any line in this Part III  Briefly describe the organization's mission: Did the organization undertake any significant program services during the year which were not listed on the prior Form 990 or 990-EZ? If "Yes," describe these new services on Schedule O. ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the organization cease conducting, or make significant changes in how it conducts, any program services? If "Yes," describe these changes on Schedule O. ~~~~~~ Describe the organization's program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported. () ()() () ()() () ()() Other program services (Describe in Schedule O.) ()() Total program service expenses | Form (2018) 2 Statement of Program Service AccomplishmentsPart III 990         HABITAT FOR HUMANITY OF ORANGE COUNTY CHANGES LIVES BY BRINGING X X TOGETHER GOD'S PEOPLE AND RESOURCES TO HELP FAMILIES IN NEED BUILD AND 2,971,703.49,883.2,219,628. HEALTHIER, MORE FINANCIALLY STABLE LIVES. WITH OUR HELP, HABITAT NC, INC.58-1603427 HABITAT FOR HUMANITY, ORANGE COUNTY OWN QUALITY AFFORDABLE HOMES IN SAFE AND SUPPORTIVE COMMUNITIES. HABITAT FOR HUMANITY PARTNERS WITH FAMILIES TO CREATE BETTER, HOMEOWNERS ACHIEVE THE STRENGTH, STABILITY, AND INDEPENDENCE THEY NEED TO BUILD A BETTER FUTURE FOR THEMSELVES AND THEIR FAMILIES. THROUGH THE USE OF VOLUNTEER LABOR AND DONATIONS OF MONEY AND MATERIALS, HABITAT BUILDS HOMES FOR FAMILIES IN NEED, AND HOMES ARE SOLD WITH AFFORDABLE 366,348.173,986. HABITAT FOR HUMANITY'S "HOME PRESERVATION" PROGRAM IS FOR HOMEOWNERS MORTGAGES. HOMEOWNERS MAKE MONTHLY PAYMENTS, WHICH ARE SET AT 30% OR LESS OF THEIR INCOME, MAKING HOMEOWNERSHIP AN AFFORDABLE REALITY. DURING THIS FISCAL YEAR, SEVEN NEW HOUSES WERE SOLD. IN ADDITION, THERE WERE ELEVEN HOMES BUILT OUTSIDE THE US WITH THE $49,883 TITHE GRANT MADE TO HABITAT INTERNATIONAL. IN CARRYING OUT ITS AFFORDABLE HOUSING AND COMMUNITY STRENGTHENING ACTIVITIES, HABITAT SEEKS TO EDUCATE AND WHO STRUGGLE TO MAINTAIN THEIR HOMES DUE TO THEIR AGE, DISABILITY, AND/OR FAMILY CIRCUMSTANCES. THIS PROGRAM SUPPORTS THE ORGANIZATION'S MISSION OF AFFORDABLE HOUSING AND COMMUNITY STRENGTHENING BY HELPING HOMEOWNERS RECLAIM THEIR HOMES WITH PRIDE AND DIGNITY. INCLUDES BOTH 307,754. THE HABITAT FOR HUMANITY RESTORE IS A NONPROFIT HOME IMPROVEMENT STORE EXTERIOR AND INTERIOR SERVICES (ROOF, PAINTING, LANDSCAPING, HVAC, WEATHER STRIPPING, PORCH/DECK, HANDICAP ACCESS, FLOOR, CEILING, AND OTHER REPAIR SERVICES). 27 FAMILIES SERVED. AND DONATION CENTER THAT SELLS NEW AND GENTLY USED FURNITURE, HOME ACCESSORIES, BUILDING MATERIALS, AND APPLIANCES TO THE PUBLIC AT A FRACTION OF THE RETAIL PRICE. THE HABITAT FOR HUMANITY RESTORE IS PROUDLY OWNED AND OPERATED BY LOCAL HABITAT FOR HUMANITY AFFILIATES IN DURHAM AND ORANGE COUNTIES. PROCEEDS ARE USED TO BUILD HOMES, 3,338,051. COMMUNITY, AND HOPE LOCALLY AND AROUND THE WORLD. X SEE SCHEDULE O FOR CONTINUATION(S) DocuSign Envelope ID: 0E2E518B-BEF7-4AF0-8D07-FCD05F094BD6 832003 12-31-18 Yes No 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 1 2 3 4 5 6 7 8 9 10 Section 501(c)(3) organizations. a b c d e f a b 11a 11b 11c 11d 11e 11f 12a 12b 13 14a 14b 15 16 17 18 19 20a 20b 21 a b 20 21 a b If "Yes," complete Schedule A Schedule B, Schedule of Contributors If "Yes," complete Schedule C, Part I If "Yes," complete Schedule C, Part II If "Yes," complete Schedule C, Part III If "Yes," complete Schedule D, Part I If "Yes," complete Schedule D, Part II If "Yes," complete Schedule D, Part III If "Yes," complete Schedule D, Part IV If "Yes," complete Schedule D, Part V If "Yes," complete Schedule D, Part VI If "Yes," complete Schedule D, Part VII If "Yes," complete Schedule D, Part VIII If "Yes," complete Schedule D, Part IX If "Yes," complete Schedule D, Part X If "Yes," complete Schedule D, Part X If "Yes," complete Schedule D, Parts XI and XII If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional If "Yes," complete Schedule E If "Yes," complete Schedule F, Parts I and IV If "Yes," complete Schedule F, Parts II and IV If "Yes," complete Schedule F, Parts III and IV If "Yes," complete Schedule G, Part I If "Yes," complete Schedule G, Part II If "Yes," complete Schedule G, Part III If "Yes," complete Schedule H If "Yes," complete Schedule I, Parts I and II Form 990 (2018)Page Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Is the organization required to complete ? Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? ~~~~~~~~~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~ Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas, or historic structures? Did the organization maintain collections of works of art, historical treasures, or other similar assets? ~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the organization report an amount in Part X, line 21, for escrow or custodial account liability, serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~~~~~~~~~~~ If the organization's answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable. Did the organization report an amount for land, buildings, and equipment in Part X, line 10? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the organization report an amount for investments - other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? Did the organization report an amount for investments - program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? ~~~~~~~~~~~~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~~~~~~~~~~~~ Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? Did the organization report an amount for other liabilities in Part X, line 25? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ ~~~~~~ Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses the organization's liability for uncertain tax positions under FIN 48 (ASC 740)? Did the organization obtain separate, independent audited financial statements for the tax year? ~~~~ ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Was the organization included in consolidated, independent audited financial statements for the tax year? ~~~~~ Is the organization a school described in section 170(b)(1)(A)(ii)? Did the organization maintain an office, employees, or agents outside of the United States? ~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~~~ Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the organization operate one or more hospital facilities? ~~~~~~~~~~~~~~~~ If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?~~~~~~~~~~ Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? ~~~~~~~~~~~~~~ Form (2018) 3 Part IV Checklist of Required Schedules 990 X X X X X X X X X X X X X X X X X X X X X X HABITAT FOR HUMANITY, ORANGE COUNTY X X X X X X NC, INC.58-1603427 DocuSign Envelope ID: 0E2E518B-BEF7-4AF0-8D07-FCD05F094BD6 832004 12-31-18 Yes No 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 22 23 24a 24b 24c 24d 25a 25b 26 27 28a 28b 28c 29 30 31 32 33 34 35a 35b 36 37 38 a b c d a b Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. a b c a b Section 501(c)(3) organizations. Note. Yes No 1 a b c 1a 1b 1c (continued) If "Yes," complete Schedule I, Parts I and III If "Yes," complete Schedule J If "Yes," answer lines 24b through 24d and complete Schedule K. If "No," go to line 25a If "Yes," complete Schedule L, Part I If "Yes," complete Schedule L, Part I If "Yes," complete Schedule L, Part II If "Yes," complete Schedule L, Part III If "Yes," complete Schedule L, Part IV If "Yes," complete Schedule L, Part IV If "Yes," complete Schedule L, Part IV If "Yes," complete Schedule M If "Yes," complete Schedule M If "Yes," complete Schedule N, Part I If "Yes," complete Schedule N, Part II If "Yes," complete Schedule R, Part I If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1 If "Yes," complete Schedule R, Part V, line 2 If "Yes," complete Schedule R, Part V, line 2 If "Yes," complete Schedule R, Part VI Form 990 (2018)Page Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? ~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization's current and former officers, directors, trustees, key employees, and highest compensated employees? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception? Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds? Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year? ~~~~~~~~~~~ ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ ~~~~~~~~~~~ Did the organization engage in an excess benefit transaction with a disqualified person during the year? Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ? ~~~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions): A current or former officer, director, trustee, or key employee? ~~~~~~~~~~~ A family member of a current or former officer, director, trustee, or key employee? An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? ~~ ~~~~~~~~~~~~~~~~~~~~~ Did the organization receive more than $25,000 in non-cash contributions? Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? ~~~~~~~~~ ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the organization liquidate, terminate, or dissolve and cease operations? Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? Was the organization related to any tax-exempt or taxable entity? ~~~~~~~~~~~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the organization have a controlled entity within the meaning of section 512(b)(13)? If "Yes" to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? ~~~~~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~~~~~~ Did the organization make any transfers to an exempt non-charitable related organization? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? ~~~~~~~~ Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? All Form 990 filers are required to complete Schedule O  Check if Schedule O contains a response or note to any line in this Part V  Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable ~~~~~~~~~~~ Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable ~~~~~~~~~~ Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? Form (2018) 4 Part IV Checklist of Required Schedules Part V Statements Regarding Other IRS Filings and Tax Compliance 990   X X X X X X X X X X X X NC, INC.58-1603427 HABITAT FOR HUMANITY, ORANGE COUNTY 16 0 X X X X X X X X X DocuSign Envelope ID: 0E2E518B-BEF7-4AF0-8D07-FCD05F094BD6 832005 12-31-18 Yes No 2 3 4 5 6 7 a b 2a Note. 2b 3a 3b 4a 5a 5b 5c 6a 6b 7a 7b 7c 7e 7f 7g 7h 8 9a 9b a b a b a b c a b Organizations that may receive deductible contributions under section 170(c). a b c d e f g h 7d 8 9 10 11 12 13 14 15 16 Sponsoring organizations maintaining donor advised funds. Sponsoring organizations maintaining donor advised funds. a b Section 501(c)(7) organizations. a b 10a 10b Section 501(c)(12) organizations. a b 11a 11b a b Section 4947(a)(1) non-exempt charitable trusts. 12a 12b Section 501(c)(29) qualified nonprofit health insurance issuers. Note. a b c a b 13a 13b 13c 14a 14b 15 16 (continued) e-file If "No" to line 3b, provide an explanation in Schedule O If "No," provide an explanation in Schedule O Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? Form (2018) Form 990 (2018)Page Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, filed for the calendar year ending with or within the year covered by this return ~~~~~~~~~~ If at least one is reported on line 2a, did the organization file all required federal employment tax returns? If the sum of lines 1a and 2a is greater than 250, you may be required to (see instructions) ~~~~~~~~~~ ~~~~~~~~~~~ Did the organization have unrelated business gross income of $1,000 or more during the year? If "Yes," has it filed a Form 990-T for this year? ~~~~~~~~~~~~~~ ~~~~~~~~~~~ At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?~~~~~~~ If "Yes," enter the name of the foreign country: See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction? ~~~~~~~~~~~~ ~~~~~~~~~ If "Yes" to line 5a or 5b, did the organization file Form 8886-T?~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ~~~~~~~~~~~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ If "Yes," did the organization notify the donor of the value of the goods or services provided? Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? ~~~~~~~~~~~~~~~  If "Yes," indicate the number of Forms 8282 filed during the year Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract? ~~~~~~~~~~~~~~~~ ~~~~~~~ ~~~~~~~~~Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ~ Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?~~~~~~~~~~~~~~~~~~~ Did the sponsoring organization make any taxable distributions under section 4966? Did the sponsoring organization make a distribution to a donor, donor advisor, or related person? ~~~~~~~~~~~~~~~~~~~ ~~~~~~~~~~~~~ Enter: Initiation fees and capital contributions included on Part VIII, line 12 Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities ~~~~~~~~~~~~~~~ ~~~~~~ Enter: Gross income from members or shareholders Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ~~~~~~~~~~~~~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Is the organization filing Form 990 in lieu of Form 1041? If "Yes," enter the amount of tax-exempt interest received or accrued during the year  Is the organization licensed to issue qualified health plans in more than one state? See the instructions for additional information the organization must report on Schedule O. ~~~~~~~~~~~~~~~~~~~~~ Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans Enter the amount of reserves on hand ~~~~~~~~~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the organization receive any payments for indoor tanning services during the tax year? If "Yes," has it filed a Form 720 to report these payments? ~~~~~~~~~~~~~~~~ ~~~~~~~~~~ Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? If "Yes," see instructions and file Form 4720, Schedule N. Is the organization an educational institution subject to the section 4968 excise tax on net investment income? If "Yes," complete Form 4720, Schedule O. ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ ~~~~~~ 5 Part V Statements Regarding Other IRS Filings and Tax Compliance 990 J X X X X X X X X X X X X X 23 NC, INC.58-1603427 HABITAT FOR HUMANITY, ORANGE COUNTY X DocuSign Envelope ID: 0E2E518B-BEF7-4AF0-8D07-FCD05F094BD6 832006 12-31-18 Yes No 1a 1b 1 2 3 4 5 6 7 8 9 a b 2 3 4 5 6 7a 7b 8a 8b 9 a b a b Yes No 10 11 a b 10a 10b 11a 12a 12b 12c 13 14 15a 15b 16a 16b a b 12a b c 13 14 15 a b 16a b 17 18 19 20 For each "Yes" response to lines 2 through 7b below, and for a "No" response to line 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions. If "Yes," provide the names and addresses in Schedule O (This Section B requests information about policies not required by the Internal Revenue Code.) If "No," go to line 13 If "Yes," describe in Schedule O how this was done (explain in Schedule O) If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O. Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following: Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? Form (2018) Form 990 (2018)Page Check if Schedule O contains a response or note to any line in this Part VI  Enter the number of voting members of the governing body at the end of the tax year Enter the number of voting members included in line 1a, above, who are independent ~~~~~~ ~~~~~~ Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee?~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors, or trustees, or key employees to a management company or other person?~~~~~~~~~~~~~~ Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? Did the organization become aware during the year of a significant diversion of the organization's assets? Did the organization have members or stockholders? ~~~~~ ~~~~~~~~~ ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ The governing body? Each committee with authority to act on behalf of the governing body? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~~~~~~~~~~~~~ Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization's mailing address?  Did the organization have local chapters, branches, or affiliates? If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ ~~~~~~~~~~~~~ Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? Describe in Schedule O the process, if any, used by the organization to review this Form 990. Did the organization have a written conflict of interest policy? ~~~~~~~~~~~~~~~~~~~~ ~~~~~~ Did the organization regularly and consistently monitor and enforce compliance with the policy? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the organization have a written whistleblower policy? Did the organization have a written document retention and destruction policy? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~~~~~~~~~ Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision? The organization's CEO, Executive Director, or top management official Other officers or key employees of the organization If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions). ~~~~~~~~~~~~~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year?~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization's exempt status with respect to such arrangements? List the states with which a copy of this Form 990 is required to be filed Section 6104 requires an organization to make its Forms 1023 (1024 or 1024-A if applicable), 990, and 990-T (Section 501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply. Own website Another's website Upon request Other Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year. State the name, address, and telephone number of the person who possesses the organization's books and records | 6 Part VI Governance, Management, and Disclosure Section A. Governing Body and Management Section B. Policies Section C. Disclosure 990   J      15 15 X X X X X X X X X X X X X X X X X X X X X RANDY MCNEILL - 919-932-7077 88 VILCOM CENTER DRIVE #L110, CHAPEL HILL, NC 27514 X X NC, INC.58-1603427 HABITAT FOR HUMANITY, ORANGE COUNTY X NC X DocuSign Envelope ID: 0E2E518B-BEF7-4AF0-8D07-FCD05F094BD6 Individual trustee or directorInstitutional trusteeOfficerKey employeeHighest compensatedemployeeFormer(do not check more than one box, unless person is both an officer and a director/trustee) 832007 12-31-18 current Section A.Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees 1a current current former former directors or trustees (A)(B)(C)(D)(E)(F) Form 990 (2018)Page Check if Schedule O contains a response or note to any line in this Part VII  Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization's tax year. ¥ List all of the organization's officers, directors, trustees (whether individuals or organizations), regardless of amount of compensation.Enter -0- in columns (D), (E), and (F) if no compensation was paid. ¥ List all of the organization's key employees, if any. See instructions for definition of "key employee." ¥ List the organization's five highest compensated employees (other than an officer, director, trustee, or key employee) who received report- able compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the organization and any related organizations. ¥ List all of the organization's officers, key employees, and highest compensated employees who received more than $100,000 of reportable compensation from the organization and any related organizations. ¥ List all of the organization's that received, in the capacity as a former director or trustee of the organization, more than $10,000 of reportable compensation from the organization and any related organizations. List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest compensated employees; and former such persons. Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee. PositionName and Title Average hours per week (list any hours for related organizations below line) Reportable compensation from the organization (W-2/1099-MISC) Reportable compensation from related organizations (W-2/1099-MISC) Estimated amount of other compensation from the organization and related organizations Form (2018) 7 Part VII Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors 990     (1) SUKI NEWTON CHAIRMAN (2) ELAM HALL (3) TAYLOR LUDLAM (4) KATHY ATWATER (5) JOAN PHARR (6) SUE HARVIN (7) BETSY BLACKWELL (8) CATHY BRYSON (9) ANDREW BURNS (10) DOUG CALL (11) SHANNON KENNEDY (12) DEONDRA ROSE (13) CAMI SCHUPP (14) JOY STEINBERG (15) KELLI THOMAS (16) JENNIFER PLAYER (17) RANDY MCNEILL VICE CHAIRMAN 2ND VICE CHAIRMAN SECRETARY TREASURER FORMER PRESIDENT BOARD MEMBER BOARD MEMBER BOARD MEMBER BOARD MEMBER BOARD MEMBER BOARD MEMBER BOARD MEMBER BOARD MEMBER BOARD MEMBER CEO/PRESIDENT FINANCE DIRECTOR 1.00 2.00 1.00 1.00 2.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 40.00 32.00 X X X X X X X X X X X X X X X X X X X X X X 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 73,367. 56,199. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 10,905. 9,486. NC, INC.58-1603427 HABITAT FOR HUMANITY, ORANGE COUNTY DocuSign Envelope ID: 0E2E518B-BEF7-4AF0-8D07-FCD05F094BD6 FormerIndividual trustee or directorInstitutional trusteeOfficerHighest compensatedemployeeKey employee(do not check more than one box, unless person is both an officer and a director/trustee) 832008 12-31-18 Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (B)(C)(A)(D)(E)(F) 1 b c d Sub-total Total from continuation sheets to Part VII, Section A Total (add lines 1b and 1c) 2 Yes No 3 4 5 former 3 4 5 Section B. Independent Contractors 1 (A)(B)(C) 2 (continued) If "Yes," complete Schedule J for such individual If "Yes," complete Schedule J for such individual If "Yes," complete Schedule J for such person Page Form 990 (2018) PositionAverage hours per week (list any hours for related organizations below line) Name and title Reportable compensation from the organization (W-2/1099-MISC) Reportable compensation from related organizations (W-2/1099-MISC) Estimated amount of other compensation from the organization and related organizations ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~| ~~~~~~~~~~| | Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization | Did the organization list any officer, director, or trustee, key employee, or highest compensated employee on line 1a? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? ~~~~~~~~~~~~~ Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization?  Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization's tax year. Name and business address Description of services Compensation Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization | Form (2018) 8 Part VII 990 129,566.0.20,391. 0.0.0. PO BOX 4710, CHAPEL HILL, NC 27515-4710 BURLINGTON, NC 27217 0 2 129,566.0.20,391. NC, INC. X X X 58-1603427 HANNAH UTILITIES, INC. HABITAT FOR HUMANITY, ORANGE COUNTY OWEN'S PLUMBING, 2432 HOLLY BROOK DRIVE, DEVELOPMT/INFRASTRUC LAND PLUMBING 521,348. 114,146. DocuSign Envelope ID: 0E2E518B-BEF7-4AF0-8D07-FCD05F094BD6 Noncash contributions included in lines 1a-1f: $ 832009 12-31-18 Total revenue. (A)(B)(C)(D) 1 a b c d e f g h 1 1 1 1 1 1 a b c d e f Contributions, Gifts, Grantsand Other Similar AmountsTotal. Business Code a b c d e f g 2 Program ServiceRevenueTotal. 3 4 5 6 a b c d a b c d 7 a b c 8 a b 9 a b c a b 10 a b c a b Business Code 11 a b c d e Total. Other Revenue12 Revenue excludedfrom tax undersections512 - 514 All other contributions, gifts, grants, and similar amounts not included above See instructions Form (2018) Page Form 990 (2018) Check if Schedule O contains a response or note to any line in this Part VIII  Total revenue Related or exempt functionrevenue Unrelated businessrevenue Federated campaigns Membership dues ~~~~~~ ~~~~~~~~ Fundraising events Related organizations ~~~~~~~~ ~~~~~~ Government grants (contributions) ~~ Add lines 1a-1f | All other program service revenue ~~~~~ Add lines 2a-2f | Investment income (including dividends, interest, and other similar amounts) Income from investment of tax-exempt bond proceeds ~~~~~~~~~~~~~~~~~| | Royalties | (i) Real (ii) Personal Gross rents Less: rental expenses Rental income or (loss) Net rental income or (loss) ~~~~~~~ ~~~ ~~ | Gross amount from sales of assets other than inventory (i) Securities (ii) Other Less: cost or other basis and sales expenses Gain or (loss) ~~~ ~~~~~~~ Net gain or (loss)| Gross income from fundraising events (not including $of contributions reported on line 1c). See Part IV, line 18 ~~~~~~~~~~~~~ Less: direct expenses ~~~~~~~~~~ Net income or (loss) from fundraising events | Gross income from gaming activities. See Part IV, line 19 ~~~~~~~~~~~~~ Less: direct expenses Net income or (loss) from gaming activities ~~~~~~~~~ | Gross sales of inventory, less returns and allowances ~~~~~~~~~~~~~ Less: cost of goods sold Net income or (loss) from sales of inventory ~~~~~~~~ | Miscellaneous Revenue All other revenue ~~~~~~~~~~~~~ Add lines 11a-11d ~~~~~~~~~~~~~~~| | 9 Part VIII Statement of Revenue 990   203,414. 250,215. 1,448,375. 1,315,811. 1,769,440. 85,941. 2,701,368. 599,923. 371,046. 263,345. 18,679. 4,483,074.2,701,368.0.12,266. NC, INC.58-1603427 HABITAT FOR HUMANITY, ORANGE COUNTY HOME SALES 900099 1,448,375. RESTORE NET SALES 900099 599,923. MORTGAGE DISCOUNT AMOR 900099 21,142.21,142. 25,822. 0. 25,822. 25,822.25,822. 371,046. DISCOUNT ON NOTES PAYA 900099 4,970. 39,668. -34,698.-34,698. 203,414. 263,345. OTHER FEES 900099 18,679. DocuSign Envelope ID: 0E2E518B-BEF7-4AF0-8D07-FCD05F094BD6 Check here if following SOP 98-2 (ASC 958-720) 832010 12-31-18 Total functional expenses. Joint costs. (A)(B)(C)(D) 1 2 3 4 5 6 7 8 9 10 11 a b c d e f g 12 13 14 15 16 17 18 19 20 21 22 23 24 a b c d e 25 26 Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A). Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) Professional fundraising services. See Part IV, line 17 (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Sch O.) Other expenses. Itemize expenses not covered above. (List miscellaneous expenses in line 24e. If line24e amount exceeds 10% of line 25, column (A)amount, list line 24e expenses on Schedule O.) Add lines 1 through 24e Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Form 990 (2018)Page Check if Schedule O contains a response or note to any line in this Part IX  Total expenses Program serviceexpenses Management andgeneral expenses Fundraisingexpenses ~ Grants and other assistance to domestic individuals. See Part IV, line 22 ~~~~~~~ Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16 ~~~ Benefits paid to or for members ~~~~~~~ Compensation of current officers, directors, trustees, and key employees ~~~~~~~~ ~~~ Other salaries and wages ~~~~~~~~~~ Other employee benefits ~~~~~~~~~~ Payroll taxes ~~~~~~~~~~~~~~~~ Fees for services (non-employees): Management Legal Accounting Lobbying ~~~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~~~~~ Investment management fees Other. ~~~~~~~~ Advertising and promotion Office expenses Information technology Royalties ~~~~~~~~~ ~~~~~~~~~~~~~~~ ~~~~~~~~~~~ ~~~~~~~~~~~~~~~~~~ Occupancy ~~~~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~~~~~~Travel Payments of travel or entertainment expenses for any federal, state, or local public officials ~ Conferences, conventions, and meetings ~~ Interest Payments to affiliates ~~~~~~~~~~~~~~~~~~ ~~~~~~~~~~~~ Depreciation, depletion, and amortization Insurance ~~ ~~~~~~~~~~~~~~~~~ All other expenses | Form (2018) Do not include amounts reported on lines 6b, 7b, 8b, 9b, and 10b of Part VIII. 10 Statement of Functional ExpensesPart IX 990     49,883. 173,957. 804,737. 45,529. 116,152. 80,933. 43,014. 21,725. 27,698. 13,265. 4,602. 129,955. 90,148. 11,870. 10,417. 24,342. 53,087. 1,583,421. 489,673. 122,919. 121,696. 4,019,023. 49,883. 61,533.87,110.25,314. 528,713.47,332.228,692. 27,459.6,254.11,816. 70,392.14,795.30,965. 47,099.11,076.22,758. 43,014. 21,725. 27,698. 2,741.10,524. 2,761.690.1,151. 77,070.8,774.44,111. 56,896.10,903.22,349. 7,729.1,870.2,271. 2,626.2,929.4,862. 22,966.425.951. 33,243.19,844. 1,583,421. 489,673. 122,919. 107,913.6,476.7,307. 3,338,051.250,727.430,245. CONSTRUCTION COSTS INTEREST AMORT - MORT R INTEREST AMORT - NOTE P NC, INC.58-1603427 HABITAT FOR HUMANITY, ORANGE COUNTY DocuSign Envelope ID: 0E2E518B-BEF7-4AF0-8D07-FCD05F094BD6 832011 12-31-18 (A)(B) 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 1 2 3 4 5 6 7 8 9 10c 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 a b 10a 10bAssets Total assets. LiabilitiesTotal liabilities. Organizations that follow SFAS 117 (ASC 958), check here and complete lines 27 through 29, and lines 33 and 34. 27 28 29 Organizations that do not follow SFAS 117 (ASC 958), check here and complete lines 30 through 34. 30 31 32 33 34Net Assets or Fund Balances Form 990 (2018)Page Check if Schedule O contains a response or note to any line in this Part X  Beginning of year End of year Cash - non-interest-bearing Savings and temporary cash investments Pledges and grants receivable, net ~~~~~~~~~~~~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~~~~~~~~ Accounts receivable, net ~~~~~~~~~~~~~~~~~~~~~~~~~~ Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L ~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instr). Complete Part II of Sch L ~~ Notes and loans receivable, net Inventories for sale or use Prepaid expenses and deferred charges ~~~~~~~~~~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~~~~~ Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D Less: accumulated depreciation ~~~ ~~~~~~ Investments - publicly traded securities Investments - other securities. See Part IV, line 11 Investments - program-related. See Part IV, line 11 Intangible assets ~~~~~~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~ ~~~~~~~~~~~~~ ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Other assets. See Part IV, line 11 ~~~~~~~~~~~~~~~~~~~~~~ Add lines 1 through 15 (must equal line 34) Accounts payable and accrued expenses Grants payable Deferred revenue ~~~~~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Tax-exempt bond liabilities Escrow or custodial account liability. Complete Part IV of Schedule D ~~~~~~~~~~~~~~~~~~~~~~~~~ ~~~~ Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified persons. Complete Part II of Schedule L ~~~~~~~~~~~~~~~~~~~~~~~ Secured mortgages and notes payable to unrelated third parties ~~~~~~ Unsecured notes and loans payable to unrelated third parties ~~~~~~~~ Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Add lines 17 through 25  | Unrestricted net assets Temporarily restricted net assets Permanently restricted net assets ~~~~~~~~~~~~~~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~~~~~~~~ | Capital stock or trust principal, or current funds Paid-in or capital surplus, or land, building, or equipment fund Retained earnings, endowment, accumulated income, or other funds ~~~~~~~~~~~~~~~ ~~~~~~~~ ~~~~ Total net assets or fund balances ~~~~~~~~~~~~~~~~~~~~~~ Total liabilities and net assets/fund balances  Form (2018) 11 Balance SheetPart X 990       34,469.46,890. 348,694.235,414. 37,861.79,449. 6,205,816.6,115,742. 511,005. 184,261.332,515.326,744. 37,000. 3,070,132.4,878,646. 12,115,219.13,226,223. 2,085,732.1,543,338. 46,856. 251,766.273,679. 83,499.68,194. 1,439,613.2,060,833. 2,133,922.2,143,191. 3,945,800.4,592,753. X 8,114,497.8,469,409. 54,922.164,061. 8,169,419.8,633,470. 12,115,219.13,226,223. 58-1603427NC, INC. HABITAT FOR HUMANITY, ORANGE COUNTY DocuSign Envelope ID: 0E2E518B-BEF7-4AF0-8D07-FCD05F094BD6 832012 12-31-18 1 2 3 4 5 6 7 8 9 10 1 2 3 4 5 6 7 8 9 10 Yes No 1 2 3 a b c 2a 2b 2c a b 3a 3b Form 990 (2018)Page Check if Schedule O contains a response or note to any line in this Part XI  Total revenue (must equal Part VIII, column (A), line 12) Total expenses (must equal Part IX, column (A), line 25) Revenue less expenses. Subtract line 2 from line 1 Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ~~~~~~~~~~~~~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~~~~~~~~~~~~~~~ ~~~~~~~~~~ Net unrealized gains (losses) on investments Donated services and use of facilities Investment expenses Prior period adjustments ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Other changes in net assets or fund balances (explain in Schedule O) Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B)) ~~~~~~~~~~~~~~~~~~~  Check if Schedule O contains a response or note to any line in this Part XII  Accounting method used to prepare the Form 990:Cash Accrual Other If the organization changed its method of accounting from a prior year or checked "Other," explain in Schedule O. Were the organization's financial statements compiled or reviewed by an independent accountant?~~~~~~~~~~~~ If "Yes," check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both: Separate basis Consolidated basis Both consolidated and separate basis Were the organization's financial statements audited by an independent accountant?~~~~~~~~~~~~~~~~~~~ If "Yes," check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both: Separate basis Consolidated basis Both consolidated and separate basis If "Yes" to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?~~~~~~~~~~~~~~~ If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O. As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits  Form (2018) 12 Part XI Reconciliation of Net Assets Part XII Financial Statements and Reporting 990                X NC, INC.58-1603427 HABITAT FOR HUMANITY, ORANGE COUNTY 4,483,074. 4,019,023. 464,051. 8,169,419. 0. 8,633,470. X X X X X DocuSign Envelope ID: 0E2E518B-BEF7-4AF0-8D07-FCD05F094BD6 (iv) Is the organization listedin your governing document? OMB No. 1545-0047 Department of the Treasury Internal Revenue Service 832021 10-11-18 (i)(iii)(v)(vi)(ii) Name of supported organization Type of organization (described on lines 1-10 above (see instructions)) Amount of monetary support (see instructions) Amount of other support (see instructions) EIN (Form 990 or 990-EZ)Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust. | Attach to Form 990 or Form 990-EZ. | Go to www.irs.gov/Form990 for instructions and the latest information. Open to Public Inspection Name of the organization Employer identification number 1 2 3 4 5 6 7 8 9 10 11 12 section 170(b)(1)(A)(i). section 170(b)(1)(A)(ii). section 170(b)(1)(A)(iii). section 170(b)(1)(A)(iii). section 170(b)(1)(A)(iv). section 170(b)(1)(A)(v). section 170(b)(1)(A)(vi). section 170(b)(1)(A)(vi). section 170(b)(1)(A)(ix) section 509(a)(2). section 509(a)(4). section 509(a)(1)section 509(a)(2)section 509(a)(3). a b c d e f g Type I. You must complete Part IV, Sections A and B. Type II. You must complete Part IV, Sections A and C. Type III functionally integrated. You must complete Part IV, Sections A, D, and E. Type III non-functionally integrated. You must complete Part IV, Sections A and D, and Part V. Yes No Total For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.Schedule A (Form 990 or 990-EZ) 2018 (All organizations must complete this part.) See instructions. The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.) A church, convention of churches, or association of churches described in A school described in (Attach Schedule E (Form 990 or 990-EZ).) A hospital or a cooperative hospital service organization described in A medical research organization operated in conjunction with a hospital described in Enter the hospital's name, city, and state: An organization operated for the benefit of a college or university owned or operated by a governmental unit described in (Complete Part II.) A federal, state, or local government or governmental unit described in An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in (Complete Part II.) A community trust described in (Complete Part II.) An agricultural research organization described in operated in conjunction with a land-grant college or university or a non-land-grant college of agriculture (see instructions). Enter the name, city, and state of the college or university: An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions - subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See (Complete Part III.) An organization organized and operated exclusively to test for public safety. See An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in or . See Check the box in lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization. Enter the number of supported organizations ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Provide the following information about the supported organization(s). LHA SCHEDULE A Part I Reason for Public Charity Status Public Charity Status and Public Support 2018                                   X HABITAT FOR HUMANITY, ORANGE COUNTY 58-1603427NC, INC. DocuSign Envelope ID: 0E2E518B-BEF7-4AF0-8D07-FCD05F094BD6 Subtract line 5 from line 4. 832022 10-11-18 Calendar year (or fiscal year beginning in) Calendar year (or fiscal year beginning in) | 2 (a) (b) (c) (d) (e) (f) 1 2 3 4 5 Total. 6 Public support. (a) (b) (c) (d) (e) (f) 7 8 9 10 11 12 13 Total support. 12 First five years. stop here 14 15 14 15 16 17 18 a b a b 33 1/3% support test - 2018. stop here. 33 1/3% support test - 2017. stop here. 10% -facts-and-circumstances test - 2018. stop here. 10% -facts-and-circumstances test - 2017. stop here. Private foundation. Schedule A (Form 990 or 990-EZ) 2018 | Add lines 7 through 10 Schedule A (Form 990 or 990-EZ) 2018 Page (Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.) 2014 2015 2016 2017 2018 Total Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.")~~ Tax revenues levied for the organ- ization's benefit and either paid to or expended on its behalf ~~~~ The value of services or facilities furnished by a governmental unit to the organization without charge ~ Add lines 1 through 3 ~~~ The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)~~~~~~~~~~~~ 2014 2015 2016 2017 2018 Total Amounts from line 4 ~~~~~~~ Gross income from interest, dividends, payments received on securities loans, rents, royalties, and income from similar sources ~ Net income from unrelated business activities, whether or not the business is regularly carried on ~ Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)~~~~ Gross receipts from related activities, etc. (see instructions)~~~~~~~~~~~~~~~~~~~~~~~ If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and | ~~~~~~~~~~~~Public support percentage for 2018 (line 6, column (f) divided by line 11, column (f)) Public support percentage from 2017 Schedule A, Part II, line 14 % %~~~~~~~~~~~~~~~~~~~~~ If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box and The organization qualifies as a publicly supported organization ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~| If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this box and The organization qualifies as a publicly supported organization ~~~~~~~~~~~~~~~~~~~~~~~~~~~~| If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ~~~~~~~~~~~~~~~| If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ~~~~~~~~| If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see instructions | Part II Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) Section A. Public Support Section B. Total Support Section C. Computation of Public Support Percentage             1404726. 1404726. 1620596. 1620596. 1800400.1394475.1769440.7989637. 1800400.1394475.1769440.7989637. 312,265. 7677372. 1404726.1620596.1800400.1394475.1769440.7989637. 11,369.13,525.25,521.50,143.46,964.147,522. 335,022.337,728.320,064.992,814. 9129973. 11,352,935. 84.09 78.58 X NC, INC.58-1603427 HABITAT FOR HUMANITY, ORANGE COUNTY DocuSign Envelope ID: 0E2E518B-BEF7-4AF0-8D07-FCD05F094BD6 (Subtract line 7c from line 6.) Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year (Add lines 9, 10c, 11, and 12.) 832023 10-11-18 Calendar year (or fiscal year beginning in) | Calendar year (or fiscal year beginning in) | Total support. 3 (a) (b) (c) (d) (e) (f) 1 2 3 4 5 6 7 Total. a b c 8 Public support. (a) (b) (c) (d) (e) (f) 9 10 a b c 11 12 13 14 First five years. stop here 15 16 15 16 17 18 19 20 2018 2017 17 18 a b 33 1/3% support tests - 2018. stop here. 33 1/3% support tests - 2017. stop here. Private foundation. Schedule A (Form 990 or 990-EZ) 2018 Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975 Schedule A (Form 990 or 990-EZ) 2018 Page (Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.) 2014 2015 2016 2017 2018 Total Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.")~~ Gross receipts from admissions, merchandise sold or services per- formed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose Gross receipts from activities that are not an unrelated trade or bus- iness under section 513 ~~~~~ Tax revenues levied for the organ- ization's benefit and either paid to or expended on its behalf ~~~~ The value of services or facilities furnished by a governmental unit to the organization without charge ~ ~~~ Add lines 1 through 5 Amounts included on lines 1, 2, and 3 received from disqualified persons ~~~~~~ Add lines 7a and 7b ~~~~~~~ 2014 2015 2016 2017 2018 Total Amounts from line 6 ~~~~~~~ Gross income from interest, dividends, payments received on securities loans, rents, royalties, and income from similar sources ~ ~~~~ Add lines 10a and 10b ~~~~~~ Net income from unrelated businessactivities not included in line 10b, whether or not the business is regularly carried on ~~~~~~~ Other income. Do not include gainor loss from the sale of capital assets (Explain in Part VI.)~~~~ If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and | Public support percentage for 2018 (line 8, column (f), divided by line 13, column (f)) Public support percentage from 2017 Schedule A, Part III, line 15 ~~~~~~~~~~~% % Investment income percentage for (line 10c, column (f), divided by line 13, column (f)) Investment income percentage from Schedule A, Part III, line 17 ~~~~~~~~% %~~~~~~~~~~~~~~~~~~ If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and The organization qualifies as a publicly supported organization ~~~~~~~~~~| If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3%, and line 18 is not more than 33 1/3%, check this box and The organization qualifies as a publicly supported organization ~~~~| If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions | Part III Support Schedule for Organizations Described in Section 509(a)(2) Section A. Public Support Section B. Total Support Section C. Computation of Public Support Percentage Section D. Computation of Investment Income Percentage         NC, INC.58-1603427 HABITAT FOR HUMANITY, ORANGE COUNTY DocuSign Envelope ID: 0E2E518B-BEF7-4AF0-8D07-FCD05F094BD6 832024 10-11-18 4 Yes No 1 2 3 4 5 6 7 8 9 10 Part VI 1 2 3a 3b 3c 4a 4b 4c 5a 5b 5c 6 7 8 9a 9b 9c 10a 10b Part VI a b c a b c a b c a b c a b Part VI Part VI Part VI Part VI Part VI, Type I or Type II only. Substitutions only. Part VI. Part VI. Part VI. Part VI. Schedule A (Form 990 or 990-EZ) 2018 If "No," describe in how the supported organizations are designated. If designated by class or purpose, describe the designation. If historic and continuing relationship, explain. If "Yes," explain in how the organization determined that the supported organization was described in section 509(a)(1) or (2). If "Yes," answer (b) and (c) below. If "Yes," describe in when and how the organization made the determination. If "Yes," explain in what controls the organization put in place to ensure such use. If "Yes," and if you checked 12a or 12b in Part I, answer (b) and (c) below. If "Yes," describe in how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations. If "Yes," explain in what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes. If "Yes," answer (b) and (c) below (if applicable). Also, provide detail in including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document). If "Yes," provide detail in If "Yes," complete Part I of Schedule L (Form 990 or 990-EZ). If "Yes," complete Part I of Schedule L (Form 990 or 990-EZ). If "Yes," provide detail in If "Yes," provide detail in If "Yes," provide detail in If "Yes," answer 10b below. (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings.) Schedule A (Form 990 or 990-EZ) 2018 Page (Complete only if you checked a box in line 12 on Part I. If you checked 12a of Part I, complete Sections A and B. If you checked 12b of Part I, complete Sections A and C. If you checked 12c of Part I, complete Sections A, D, and E. If you checked 12d of Part I, complete Sections A and D, and complete Part V.) Are all of the organization's supported organizations listed by name in the organization's governing documents? Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? Was any supported organization not organized in the United States ("foreign supported organization")? Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? Did the organization add, substitute, or remove any supported organizations during the tax year? Was any added or substituted supported organization part of a class already designated in the organization's organizing document? Was the substitution the result of an event beyond the organization's control? Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization's supported organizations? Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (as defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? Did the organization have any excess business holdings in the tax year? Part IV Supporting Organizations Section A. All Supporting Organizations NC, INC.58-1603427 HABITAT FOR HUMANITY, ORANGE COUNTY DocuSign Envelope ID: 0E2E518B-BEF7-4AF0-8D07-FCD05F094BD6 832025 10-11-18 5 Yes No 11 a b c 11a 11b 11cPart VI. Yes No 1 2 Part VI 1 2 Part VI Yes No 1 Part VI 1 Yes No 1 2 3 1 2 3 Part VI Part VI 1 2 3 (see instructions). a b c line 2 line 3 Part VI Answer (a) and (b) below.Yes No a b a b Part VI identify those supported organizations and explain 2a 2b 3a 3b Part VI Answer (a) and (b) below. Part VI. Part VI Schedule A (Form 990 or 990-EZ) 2018 If "Yes" to a, b, or c, provide detail in If "No," describe in how the supported organization(s) effectively operated, supervised, or controlled the organization's activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year. If "Yes," explain in how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised, or controlled the supporting organization. If "No," describe in how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s). If "No," explain in how the organization maintained a close and continuous working relationship with the supported organization(s). If "Yes," describe in the role the organization's supported organizations played in this regard. Check the box next to the method that the organization used to satisfy the Integral Part Test during the year Complete below. Complete below. Describe in how you supported a government entity (see instructions). If "Yes," then in how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities. If "Yes," explain in the reasons for the organization's position that its supported organization(s) would have engaged in these activities but for the organization's involvement. Provide details in If "Yes," describe in the role played by the organization in this regard. Schedule A (Form 990 or 990-EZ) 2018 Page Has the organization accepted a gift or contribution from any of the following persons? A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization? A family member of a person described in (a) above? A 35% controlled entity of a person described in (a) or (b) above? Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization's directors or trustees at all times during the tax year? Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? Were a majority of the organization's directors or trustees during the tax year also a majority of the directors or trustees of each of the organization's supported organization(s)? Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization's tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization's governing documents in effect on the date of notification, to the extent not previously provided? Were any of the organization's officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? By reason of the relationship described in (2), did the organization's supported organizations have a significant voice in the organization's investment policies and in directing the use of the organization's income or assets at all times during the tax year? The organization satisfied the Activities Test. The organization is the parent of each of its supported organizations. The organization supported a governmental entity. Activities Test. Did substantially all of the organization's activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? Did the activities described in (a) constitute activities that, but for the organization's involvement, one or more of the organization's supported organization(s) would have been engaged in? Parent of Supported Organizations. Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Did the organization exercise a substantial degree of direction over the policies, programs, and activities of each of its supported organizations? (continued)Part IV Supporting Organizations Section B. Type I Supporting Organizations Section C. Type II Supporting Organizations Section D. All Type III Supporting Organizations Section E. Type III Functionally Integrated Supporting Organizations       NC, INC.58-1603427 HABITAT FOR HUMANITY, ORANGE COUNTY DocuSign Envelope ID: 0E2E518B-BEF7-4AF0-8D07-FCD05F094BD6 832026 10-11-18 6 1 See instructions. Section A - Adjusted Net Income 1 2 3 4 5 6 7 8 1 2 3 4 5 6 7 8Adjusted Net Income Section B - Minimum Asset Amount 1 2 3 4 5 6 7 8 a b c d e 1a 1b 1c 1d 2 3 4 5 6 7 8 Total Discount Part VI Minimum Asset Amount Section C - Distributable Amount 1 2 3 4 5 6 7 1 2 3 4 5 6 Distributable Amount. Schedule A (Form 990 or 990-EZ) 2018 Schedule A (Form 990 or 990-EZ) 2018 Page Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI.) All other Type III non-functionally integrated supporting organizations must complete Sections A through E. (B) Current Year (optional)(A) Prior Year Net short-term capital gain Recoveries of prior-year distributions Other gross income (see instructions) Add lines 1 through 3 Depreciation and depletion Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) Other expenses (see instructions) (subtract lines 5, 6, and 7 from line 4) (B) Current Year (optional)(A) Prior Year Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): Average monthly value of securities Average monthly cash balances Fair market value of other non-exempt-use assets (add lines 1a, 1b, and 1c) claimed for blockage or other factors (explain in detail in ): Acquisition indebtedness applicable to non-exempt-use assets Subtract line 2 from line 1d Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions) Net value of non-exempt-use assets (subtract line 4 from line 3) Multiply line 5 by .035 Recoveries of prior-year distributions (add line 7 to line 6) Current Year Adjusted net income for prior year (from Section A, line 8, Column A) Enter 85% of line 1 Minimum asset amount for prior year (from Section B, line 8, Column A) Enter greater of line 2 or line 3 Income tax imposed in prior year Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) Check here if the current year is the organization's first as a non-functionally integrated Type III supporting organization (see instructions). Part V Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations     NC, INC.58-1603427 HABITAT FOR HUMANITY, ORANGE COUNTY DocuSign Envelope ID: 0E2E518B-BEF7-4AF0-8D07-FCD05F094BD6 832027 10-11-18 7 Section D - Distributions Current Year 1 2 3 4 5 6 7 8 9 10 Part VI Total annual distributions. Part VI (i) Excess Distributions (ii) Underdistributions Pre-2018 (iii) Distributable Amount for 2018Section E - Distribution Allocations 1 2 3 4 5 6 7 8 Part VI a b c d e f g h i j Total a b c Part VI. Part VI Excess distributions carryover to 2019. a b c d e Schedule A (Form 990 or 990-EZ) 2018 Schedule A (Form 990 or 990-EZ) 2018 Page Amounts paid to supported organizations to accomplish exempt purposes Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity Administrative expenses paid to accomplish exempt purposes of supported organizations Amounts paid to acquire exempt-use assets Qualified set-aside amounts (prior IRS approval required) Other distributions (describe in ). See instructions. Add lines 1 through 6. Distributions to attentive supported organizations to which the organization is responsive (provide details in ). See instructions. Distributable amount for 2018 from Section C, line 6 Line 8 amount divided by line 9 amount (see instructions) Distributable amount for 2018 from Section C, line 6 Underdistributions, if any, for years prior to 2018 (reason- able cause required- explain in ). See instructions. Excess distributions carryover, if any, to 2018 From 2013 From 2014 From 2015 From 2016 From 2017 of lines 3a through e Applied to underdistributions of prior years Applied to 2018 distributable amount Carryover from 2013 not applied (see instructions) Remainder. Subtract lines 3g, 3h, and 3i from 3f. Distributions for 2018 from Section D, line 7:$ Applied to underdistributions of prior years Applied to 2018 distributable amount Remainder. Subtract lines 4a and 4b from 4. Remaining underdistributions for years prior to 2018, if any. Subtract lines 3g and 4a from line 2. For result greater than zero, explain in See instructions. Remaining underdistributions for 2018. Subtract lines 3h and 4b from line 1. For result greater than zero, explain in . See instructions. Add lines 3j and 4c. Breakdown of line 7: Excess from 2014 Excess from 2015 Excess from 2016 Excess from 2017 Excess from 2018 (continued) Part V Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations NC, INC.58-1603427 HABITAT FOR HUMANITY, ORANGE COUNTY DocuSign Envelope ID: 0E2E518B-BEF7-4AF0-8D07-FCD05F094BD6 832028 10-11-18 8 Schedule A (Form 990 or 990-EZ) 2018 Schedule A (Form 990 or 990-EZ) 2018 Page Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a, and 3b; Part V, line 1; Part V, Section B, line 1e; Part V, Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions.) Part VI Supplemental Information. REIMBURSEMENTS OF FEES 2014 AMOUNT: $ 335,022. 2015 AMOUNT: $ 337,728. 2016 AMOUNT: $ 320,064. NC, INC. SCHEDULE A, PART II, LINE 10, EXPLANATION FOR OTHER INCOME: 58-1603427 HABITAT FOR HUMANITY, ORANGE COUNTY DocuSign Envelope ID: 0E2E518B-BEF7-4AF0-8D07-FCD05F094BD6 Department of the Treasury Internal Revenue Service 823451 11-08-18 For Paperwork Reduction Act Notice, see the instructions for Form 990, 990-EZ, or 990-PF.Schedule B (Form 990, 990-EZ, or 990-PF) (2018) OMB No. 1545-0047 (Form 990, 990-EZ,or 990-PF)| Attach to Form 990, Form 990-EZ, or Form 990-PF. | Go to www.irs.gov/Form990 for the latest information. Employer identification number Organization type Filers of:Section: not General Rule Special Rule. Note: General Rule Special Rules (1) (2) General Rule Caution: must exclusively exclusively exclusively nonexclusively Name of the organization (check one): Form 990 or 990-EZ 501(c)() (enter number) organization 4947(a)(1) nonexempt charitable trust treated as a private foundation 527 political organization Form 990-PF 501(c)(3) exempt private foundation 4947(a)(1) nonexempt charitable trust treated as a private foundation 501(c)(3) taxable private foundation Check if your organization is covered by the or a Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions. For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions. For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33 1/3% support test of the regulations under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of $5,000; or 2% of the amount on (i) Form 990, Part VIII, line 1h; or (ii) Form 990-EZ, line 1. Complete Parts I and II. For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor, during the year, total contributions of more than $1,000 for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I (entering "N/A" in column (b) instead of the contributor name and address), II, and III. For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor, during the year, contributions for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an religious, charitable, etc., purpose. Don't complete any of the parts unless the applies to this organization because it received religious, charitable, etc., contributions totaling $5,000 or more during the year ~~~~~~~~~~~~~~~|$ An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990, 990-EZ, or 990-PF), but it answer "No" on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ or on its Form 990-PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990, 990-EZ, or 990-PF). LHA Schedule B Schedule of Contributors 2018                     NC, INC.58-1603427 X 3 X ** PUBLIC DISCLOSURE COPY ** HABITAT FOR HUMANITY, ORANGE COUNTY DocuSign Envelope ID: 0E2E518B-BEF7-4AF0-8D07-FCD05F094BD6 823452 11-08-18 Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Employer identification number (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions (d) Type of contribution Person Payroll Noncash (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions (d) Type of contribution Person Payroll Noncash (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions (d) Type of contribution Person Payroll Noncash (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions (d) Type of contribution Person Payroll Noncash (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions (d) Type of contribution Person Payroll Noncash (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions (d) Type of contribution Person Payroll Noncash Schedule B (Form 990, 990-EZ, or 990-PF) (2018)Page Name of organization (see instructions). Use duplicate copies of Part I if additional space is needed. $ (Complete Part II for noncash contributions.) $ (Complete Part II for noncash contributions.) $ (Complete Part II for noncash contributions.) $ (Complete Part II for noncash contributions.) $ (Complete Part II for noncash contributions.) $ (Complete Part II for noncash contributions.) 2 Part I Contributors                                     1 X 75,000. 2 X 50,000. 3 X 50,000. 4 X 100,000. 5 X 42,759. 6 X 50,000. HABITAT FOR HUMANITY, ORANGE COUNTY NC, INC.58-1603427 DocuSign Envelope ID: 0E2E518B-BEF7-4AF0-8D07-FCD05F094BD6 823452 11-08-18 Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Employer identification number (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions (d) Type of contribution Person Payroll Noncash (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions (d) Type of contribution Person Payroll Noncash (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions (d) Type of contribution Person Payroll Noncash (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions (d) Type of contribution Person Payroll Noncash (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions (d) Type of contribution Person Payroll Noncash (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions (d) Type of contribution Person Payroll Noncash Schedule B (Form 990, 990-EZ, or 990-PF) (2018)Page Name of organization (see instructions). Use duplicate copies of Part I if additional space is needed. $ (Complete Part II for noncash contributions.) $ (Complete Part II for noncash contributions.) $ (Complete Part II for noncash contributions.) $ (Complete Part II for noncash contributions.) $ (Complete Part II for noncash contributions.) $ (Complete Part II for noncash contributions.) 2 Part I Contributors                                     7 X 50,000. 8 X 40,000. 9 X 76,713. 10 X 50,000. HABITAT FOR HUMANITY, ORANGE COUNTY NC, INC.58-1603427 DocuSign Envelope ID: 0E2E518B-BEF7-4AF0-8D07-FCD05F094BD6 823453 11-08-18 Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Employer identification number (a) No. from Part I (c) FMV (or estimate)(b) Description of noncash property given (d) Date received (a) No. from Part I (c) FMV (or estimate)(b) Description of noncash property given (d) Date received (a) No. from Part I (c) FMV (or estimate)(b) Description of noncash property given (d) Date received (a) No. from Part I (c) FMV (or estimate)(b) Description of noncash property given (d) Date received (a) No. from Part I (c) FMV (or estimate)(b) Description of noncash property given (d) Date received (a) No. from Part I (c) FMV (or estimate)(b) Description of noncash property given (d) Date received Schedule B (Form 990, 990-EZ, or 990-PF) (2018)Page Name of organization (see instructions). Use duplicate copies of Part II if additional space is needed. (See instructions.) $ (See instructions.) $ (See instructions.) $ (See instructions.) $ (See instructions.) $ (See instructions.) $ 3 Part II Noncash Property HABITAT FOR HUMANITY, ORANGE COUNTY NC, INC.58-1603427 DocuSign Envelope ID: 0E2E518B-BEF7-4AF0-8D07-FCD05F094BD6 (Enter this info. once.)completing Part III, enter the total of exclusively religious,charitable, etc., contributions of for the year. 823454 11-08-18 Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor.(a)(e) and $1,000 or less Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Complete columns through the following line entry. For organizations Employer identification number (a) No.fromPart I (b) Purpose of gift (c) Use of gift (d) Description of how gift is held (e) Transfer of gift Transferee's name, address, and ZIP + 4 Relationship of transferor to transferee (a) No.fromPart I (b) Purpose of gift (c) Use of gift (d) Description of how gift is held (e) Transfer of gift Transferee's name, address, and ZIP + 4 Relationship of transferor to transferee (a) No.fromPart I (b) Purpose of gift (c) Use of gift (d) Description of how gift is held (e) Transfer of gift Transferee's name, address, and ZIP + 4 Relationship of transferor to transferee (a) No.fromPart I (b) Purpose of gift (c) Use of gift (d) Description of how gift is held (e) Transfer of gift Transferee's name, address, and ZIP + 4 Relationship of transferor to transferee Schedule B (Form 990, 990-EZ, or 990-PF) (2018)Page Name of organization | $ Use duplicate copies of Part III if additional space is needed. 4 Part III HABITAT FOR HUMANITY, ORANGE COUNTY NC, INC.58-1603427 DocuSign Envelope ID: 0E2E518B-BEF7-4AF0-8D07-FCD05F094BD6 OMB No. 1545-0047 Department of the Treasury Internal Revenue Service 832051 10-29-18 Held at the End of the Tax Year (Form 990)| Complete if the organization answered "Yes" on Form 990,Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.| Attach to Form 990.|Go to www.irs.gov/Form990 for instructions and the latest information. Open to PublicInspection Name of the organization Employer identification number (a) (b) 1 2 3 4 5 6 Yes No Yes No 1 2 3 4 5 6 7 8 9 a b c d 2a 2b 2c 2d Yes No Yes No 1 2 a b (i) (ii) a b For Paperwork Reduction Act Notice, see the Instructions for Form 990.Schedule D (Form 990) 2018 Complete if the organization answered "Yes" on Form 990, Part IV, line 6. Donor advised funds Funds and other accounts Total number at end of year Aggregate value of contributions to (during year) Aggregate value of grants from (during year) Aggregate value at end of year ~~~~~~~~~~~~~~~ ~~~~ ~~~~~~ ~~~~~~~~~~~~~ Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization's property, subject to the organization's exclusive legal control?~~~~~~~~~~~~~~~~~~ Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? Complete if the organization answered "Yes" on Form 990, Part IV, line 7. Purpose(s) of conservation easements held by the organization (check all that apply). Preservation of land for public use (e.g., recreation or education) Protection of natural habitat Preservation of open space Preservation of a historically important land area Preservation of a certified historic structure Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year. Total number of conservation easements Total acreage restricted by conservation easements ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~~~~~~~~~~~~~ Number of conservation easements on a certified historic structure included in (a) Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ~~~~~~~~~~~~ ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the tax year | Number of states where property subject to conservation easement is located | Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds?~~~~~~~~~~~~~~~~~~~~~~~~~ Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year | Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year |$ Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)?~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and balance sheet, and include, if applicable, the text of the footnote to the organization's financial statements that describes the organization's accounting for conservation easements. Complete if the organization answered "Yes" on Form 990, Part IV, line 8. If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items. If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items: Revenue included on Form 990, Part VIII, line 1 Assets included in Form 990, Part X ~~~~~~~~~~~~~~~~~~~~~~~~~~~~|$ $~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~| If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the following amounts required to be reported under SFAS 116 (ASC 958) relating to these items: Revenue included on Form 990, Part VIII, line 1 Assets included in Form 990, Part X ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~|$ $| LHA Part I Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Part II Conservation Easements. Part III Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets. SCHEDULE D Supplemental Financial Statements 2018                     HABITAT FOR HUMANITY, ORANGE COUNTY NC, INC.58-1603427 DocuSign Envelope ID: 0E2E518B-BEF7-4AF0-8D07-FCD05F094BD6 832052 10-29-18 3 4 5 a b c d e Yes No 1 2 a b c d e f a b Yes No 1c 1d 1e 1f Yes No (a) (b) (c) (d) (e) 1 2 3 4 a b c d e f g a b c a b Yes No (i) (ii) 3a(i) 3a(ii) 3b (a) (b) (c) (d) 1a b c d e Total. Schedule D (Form 990) 2018 (continued) (Column (d) must equal Form 990, Part X, column (B), line 10c.) Two years back Three years back Four years back Schedule D (Form 990) 2018 Page Using the organization's acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply): Public exhibition Scholarly research Preservation for future generations Loan or exchange programs Other Provide a description of the organization's collections and explain how they further the organization's exempt purpose in Part XIII. During the year, did the organization solicit or receive donations of art, historical treasures, or other similar assets to be sold to raise funds rather than to be maintained as part of the organization's collection? Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21. Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not included on Form 990, Part X? If "Yes," explain the arrangement in Part XIII and complete the following table: ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Amount Beginning balance Additions during the year Distributions during the year Ending balance ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided on Part XIII ~~~~~  Complete if the organization answered "Yes" on Form 990, Part IV, line 10. Current year Prior year Beginning of year balance Contributions Net investment earnings, gains, and losses Grants or scholarships ~~~~~~~ ~~~~~~~~~~~~~~ ~~~~~~~~~ Other expenditures for facilities and programs Administrative expenses End of year balance ~~~~~~~~~~~~~ ~~~~~~~~ ~~~~~~~~~~ Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as: Board designated or quasi-endowment Permanent endowment Temporarily restricted endowment The percentages on lines 2a, 2b, and 2c should equal 100%. |% |% |% Are there endowment funds not in the possession of the organization that are held and administered for the organization by: unrelated organizations related organizations ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ If "Yes" on line 3a(ii), are the related organizations listed as required on Schedule R? Describe in Part XIII the intended uses of the organization's endowment funds. ~~~~~~~~~~~~~~~~~~~~ Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10. Description of property Cost or other basis (investment) Cost or other basis (other) Accumulated depreciation Book value Land Buildings Leasehold improvements ~~~~~~~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~~~~~ ~~~~~~~~~~ Equipment Other ~~~~~~~~~~~~~~~~~  Add lines 1a through 1e. | 2 Part III Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets Part IV Escrow and Custodial Arrangements. Part V Endowment Funds. Part VI Land, Buildings, and Equipment.                    X X 283,943. 15,000. 94,793. 117,269. 15,000. 80,115. 89,146. 283,943. 0. 14,678. 28,123. 326,744. NC, INC.58-1603427 HABITAT FOR HUMANITY, ORANGE COUNTY X DocuSign Envelope ID: 0E2E518B-BEF7-4AF0-8D07-FCD05F094BD6 (including name of security) 832053 10-29-18 Total. Total. (a) (b) (c) (1) (2) (3) (a) (b) (c) (1) (2) (3) (4) (5) (6) (7) (8) (9) (a) (b) (1) (2) (3) (4) (5) (6) (7) (8) (9) Total. (a) (b) 1. Total. 2. Schedule D (Form 990) 2018 (Column (b) must equal Form 990, Part X, col. (B) line 15.) (Column (b) must equal Form 990, Part X, col. (B) line 25.) Description of security or category (Col. (b) must equal Form 990, Part X, col. (B) line 12.) | (Col. (b) must equal Form 990, Part X, col. (B) line 13.) | Schedule D (Form 990) 2018 Page Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12. Book value Method of valuation: Cost or end-of-year market value Financial derivatives Closely-held equity interests Other ~~~~~~~~~~~~~~~ ~~~~~~~~~~~ (A) (B) (C) (D) (E) (F) (G) (H) Complete if the organization answered "Yes" on Form 990, Part IV, line 11c. See Form 990, Part X, line 13. Description of investment Book value Method of valuation: Cost or end-of-year market value Complete if the organization answered "Yes" on Form 990, Part IV, line 11d. See Form 990, Part X, line 15. Description Book value | Complete if the organization answered "Yes" on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25. Description of liability Book value (1) (2) (3) (4) (5) (6) (7) (8) (9) Federal income taxes | Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII 3 Part VII Investments - Other Securities. Part VIII Investments - Program Related. Part IX Other Assets. Part X Other Liabilities.   NC, INC. NON-INTEREST BEARING MORTGAGES RECEIVABLE NMTC JOINT VENTURE DEPOSITS- RENT SECURITY LAND HELD FOR HOMESITES HOMES UNDER CONSTRUCTION HOMES HELD FOR SALE DUE TO JOINT VENTURE DEFERRED RENT 58-1603427 4,656,140. 1,459,602. 6,115,742. 3,887. 3,483,119. 1,034,223. 357,417. 4,878,646. 2,133,922. 9,269. 2,143,191. HABITAT FOR HUMANITY, ORANGE COUNTY END-OF-YEAR MARKET VALUE END-OF-YEAR MARKET VALUE X DocuSign Envelope ID: 0E2E518B-BEF7-4AF0-8D07-FCD05F094BD6 832054 10-29-18 1 2 3 4 5 1 a b c d e 2a 2b 2c 2d 2a 2d 2e 32e 1 a b c 4a 4b 4a 4b 3 4c. 4c 5 1 2 3 4 5 1 a b c d e 2a 2b 2c 2d 2a 2d 2e 1 2e 3 a b c 4a 4b 4a 4b 3 4c. 4c 5 Schedule D (Form 990) 2018 (This must equal Form 990, Part I, line 12.) (This must equal Form 990, Part I, line 18.) Schedule D (Form 990) 2018 Page Complete if the organization answered "Yes" on Form 990, Part IV, line 12a. Total revenue, gains, and other support per audited financial statements Amounts included on line 1 but not on Form 990, Part VIII, line 12: ~~~~~~~~~~~~~~~~~~~ Net unrealized gains (losses) on investments Donated services and use of facilities Recoveries of prior year grants Other (Describe in Part XIII.) ~~~~~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~~~~~~~~~~~~~ Add lines through ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Subtract line from line ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Amounts included on Form 990, Part VIII, line 12, but not on line 1: Investment expenses not included on Form 990, Part VIII, line 7b Other (Describe in Part XIII.) ~~~~~~~~ ~~~~~~~~~~~~~~~~~~~~~~~~~~ Add lines and Total revenue. Add lines and ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~  Complete if the organization answered "Yes" on Form 990, Part IV, line 12a. Total expenses and losses per audited financial statements Amounts included on line 1 but not on Form 990, Part IX, line 25: ~~~~~~~~~~~~~~~~~~~~~~~~~~ Donated services and use of facilities Prior year adjustments Other losses Other (Describe in Part XIII.) ~~~~~~~~~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~~~~~~~~~~~~~ Add lines through Subtract line from line ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Amounts included on Form 990, Part IX, line 25, but not on line 1: Investment expenses not included on Form 990, Part VIII, line 7b Other (Describe in Part XIII.) ~~~~~~~~ ~~~~~~~~~~~~~~~~~~~~~~~~~~ Add lines and Total expenses. Add lines and ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~  Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part IV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information. 4 Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Part XIII Supplemental Information. PRIMARILY RELATED TO 5 HOMEOWNERS' ASSOCIATIONS (HOAS) FOR HABITAT NEIGHBORHOODS FOR WHICH HABITAT MANAGES THE COLLECTION OF DUES AND PAYMENT OF HOA EXPENSES. A SMALL PORTION ALSO EXISTS FOR ONE HOMEOWNER IN BANKRUPTCY FOR WHICH HABITAT COLLECTS AMOUNTS MONTHLY INTO AN ESCROW ACCOUNT IN ORDER TO PAY FOR ITEMS SUCH AS PROPERTY TAXES AND INSURANCE. PART X, LINE 2: 4,530,411. 7,669. 7,669. 4,522,742. -39,668. -39,668. 4,483,074. 4,066,360. 7,669. 39,668. 47,337. 4,019,023. 0. 4,019,023. PART IV, LINE 2B: NC, INC.58-1603427 HABITAT FOR HUMANITY, ORANGE COUNTY INCOME TAX STATUS - THE ORGANIZATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND THE APPLICABLE STATE TAX STATUTES. IN ADDITION, THE ORGANIZATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS DocuSign Envelope ID: 0E2E518B-BEF7-4AF0-8D07-FCD05F094BD6 832055 10-29-18 5 Schedule D (Form 990) 2018 (continued) Schedule D (Form 990) 2018 Page Part XIII Supplemental Information BEEN QUALIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(2) OF THE INTERNAL REVENUE CODE. MANAGEMENT HAS EVALUATED THE EFFECT OF THE GUIDANCE PROVIDED BY GAAP ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT BELIEVES THAT THE ORGANIZATION CONTINUES TO SATISFY THE REQUIREMENTS OF A TAX-EXEMPT ORGANIZATION AT JUNE 30, 2019. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EVENT EXPENSES -39,668. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EVENT EXPENSES 39,668. NC, INC.58-1603427 HABITAT FOR HUMANITY, ORANGE COUNTY DocuSign Envelope ID: 0E2E518B-BEF7-4AF0-8D07-FCD05F094BD6 OMB No. 1545-0047 Department of the Treasury Internal Revenue Service Didfundraiserhave custodyor control ofcontributions? 832081 10-03-18 Go to (Form 990 or 990-EZ)Complete if the organization answered "Yes" on Form 990, Part IV, line 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. Open to Public Inspection | Attach to Form 990 or Form 990-EZ. | www.irs.gov/Form990 for instructions and the latest information. Employer identification number 1 a b c d a b e f g 2 Yes No (i) (ii) (iii) (iv) (v) (i) (vi) Yes No Total 3 For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.Schedule G (Form 990 or 990-EZ) 2018 Name of the organization Complete if the organization answered "Yes" on Form 990, Part IV, line 17. Form 990-EZ filers are not required to complete this part. Indicate whether the organization raised funds through any of the following activities. Check all that apply. Mail solicitations Internet and email solicitations Phone solicitations In-person solicitations Solicitation of non-government grants Solicitation of government grants Special fundraising events Did the organization have a written or oral agreement with any individual (including officers, directors, trustees, or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services? If "Yes," list the 10 highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is to be compensated at least $5,000 by the organization. Name and address of individual or entity (fundraiser)Activity Gross receipts from activity Amount paidto (or retained by)fundraiserlisted in col. Amount paidto (or retained by)organization | List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing. LHA Supplemental Information Regarding Fundraising or Gaming ActivitiesSCHEDULE G Part I Fundraising Activities. 2018               HABITAT FOR HUMANITY, ORANGE COUNTY 58-1603427 X X X X X X X X NC MOSS & ROSS - 4102 WESTFIELD X 27,698. 27,698.0.DRIVE, DURHAM, NC 27705 0. NC, INC. FUNDRAISING CONSULTING DocuSign Envelope ID: 0E2E518B-BEF7-4AF0-8D07-FCD05F094BD6 832082 10-03-18 2 (d) (a) (c) (a) (b) (c) 1 2 3 4 5 6 7 8 9 10 11 (a) (b) (c) (d) (a) (c) 1 2 3 4 5 6 7 8 Yes Yes Yes No No No 9 10 a b Yes No a b Yes No Schedule G (Form 990 or 990-EZ) 2018 Pull tabs/instant bingo/progressive bingo Schedule G (Form 990 or 990-EZ) 2018 Page Complete if the organization answered "Yes" on Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000. Total events (add col. through col. )RevenueEvent #1 Event #2 Other events (event type)(event type)(total number) Gross receipts Less: Contributions ~~~~~~~~~~~~~~ ~~~~~~~~~~~ Gross income (line 1 minus line 2)Direct Expenses Cash prizes Noncash prizes ~~~~~~~~~~~~~~~ ~~~~~~~~~~~~~ Rent/facility costs ~~~~~~~~~~~~ Food and beverages Entertainment ~~~~~~~~~~ ~~~~~~~~~~~~~~ Other direct expenses ~~~~~~~~~~ Direct expense summary. Add lines 4 through 9 in column (d) Net income summary. Subtract line 10 from line 3, column (d) ~~~~~~~~~~~~~~~~~~~~~~~~| | Complete if the organization answered "Yes" on Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.RevenueBingo Other gaming Total gaming (add col. through col. )Direct ExpensesGross revenue  Cash prizes Noncash prizes ~~~~~~~~~~~~~~~ ~~~~~~~~~~~~~ Rent/facility costs Other direct expenses ~~~~~~~~~~~~  %%% Volunteer labor ~~~~~~~~~~~~~ Direct expense summary. Add lines 2 through 5 in column (d) Net gaming income summary. Subtract line 7 from line 1, column (d) ~~~~~~~~~~~~~~~~~~~~~~~~| | Enter the state(s) in which the organization conducts gaming activities: Is the organization licensed to conduct gaming activities in each of these states? If "No," explain: ~~~~~~~~~~~~~~~~~~~~ Were any of the organization's gaming licenses revoked, suspended, or terminated during the tax year? If "Yes," explain: ~~~~~~~~~ Part II Fundraising Events. Part III Gaming.               118,308. 118,308. 10,238. 90,076. 85,106. 4,970. 1,000. 749. 23,489. 87. 208,384. 203,414. 4,970. 1,000. 749. 23,489. 10,325. 39,668. -34,698. HOUSE PARTY FASHION SHOW NC, INC.58-1603427 HABITAT FOR HUMANITY, ORANGE COUNTY NONE 250. 595. 1,214. 2,046.2,641. 1,464. DocuSign Envelope ID: 0E2E518B-BEF7-4AF0-8D07-FCD05F094BD6 832083 10-03-18 3 11 12 13 14 15 Yes No Yes No a b 13a 13b Yes Noa b c 16 17 a b Yes No Schedule G (Form 990 or 990-EZ) 2018 Schedule G (Form 990 or 990-EZ) 2018 Page Does the organization conduct gaming activities with nonmembers? Is the organization a grantor, beneficiary or trustee of a trust, or a member of a partnership or other entity formed to administer charitable gaming? ~~~~~~~~~~~~~~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Indicate the percentage of gaming activity conducted in: The organization's facility An outside facility ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~% %~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Enter the name and address of the person who prepares the organization's gaming/special events books and records: Name | Address | Does the organization have a contract with a third party from whom the organization receives gaming revenue? If "Yes," enter the amount of gaming revenue received by the organization | ~~~~~~ $and the amount of gaming revenue retained by the third party | $ If "Yes," enter name and address of the third party: Name | Address | Gaming manager information: Name | Gaming manager compensation | Description of services provided | $ Director/officer Employee Independent contractor Mandatory distributions: Is the organization required under state law to make charitable distributions from the gaming proceeds to retain the state gaming license?~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Enter the amount of distributions required under state law to be distributed to other exempt organizations or spent in the organization's own exempt activities during the tax year |$ Provide the explanations required by Part I, line 2b, columns (iii) and (v); and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also provide any additional information. See instructions. Part IV Supplemental Information.                 NC, INC.58-1603427 HABITAT FOR HUMANITY, ORANGE COUNTY DocuSign Envelope ID: 0E2E518B-BEF7-4AF0-8D07-FCD05F094BD6 832084 04-01-18 4 Schedule G (Form 990 or 990-EZ) (continued) Schedule G (Form 990 or 990-EZ)Page Part IV Supplemental Information NC, INC.58-1603427 HABITAT FOR HUMANITY, ORANGE COUNTY DocuSign Envelope ID: 0E2E518B-BEF7-4AF0-8D07-FCD05F094BD6 OMB No. 1545-0047 Department of the Treasury Internal Revenue Service 832101 11-02-18 SCHEDULE I (Form 990) Complete if the organization answered "Yes" on Form 990, Part IV, line 21 or 22. | Attach to Form 990. | Go to www.irs.gov/Form990 for the latest information. Open to Public Inspection Employer identification number General Information on Grants and AssistancePart I 1 2 Yes No Part II Grants and Other Assistance to Domestic Organizations and Domestic Governments. (f) 1 (a) (b) (c) (d) (e) (g) (h) 2 3 For Paperwork Reduction Act Notice, see the Instructions for Form 990.Schedule I (Form 990) (2018) Name of the organization Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and the selection criteria used to award the grants or assistance?~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient that received more than $5,000. Part II can be duplicated if additional space is needed.Method ofvaluation (book, FMV, appraisal,other) Name and address of organization or government EIN IRC section (if applicable) Amount of cash grant Amount of non-cash assistance Description of noncash assistance Purpose of grant or assistance Enter total number of section 501(c)(3) and government organizations listed in the line 1 table Enter total number of other organizations listed in the line 1 table ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~| | LHA Grants and Other Assistance to Organizations, Governments, and Individuals in the United States 2018 HABITAT FOR HUMANITY, ORANGE COUNTY NC, INC. HABITAT FOR HUMANITY INTERNATIONAL ASSISTANCE WITH HOUSING 91-1914868 501(C)(3)49,883.0.PROGRAMS 1. 0. X 322 W LAMAR STREET 58-1603427 AMERICUS, GA 31709 DocuSign Envelope ID: 0E2E518B-BEF7-4AF0-8D07-FCD05F094BD6 832102 11-02-18 2 Part III Grants and Other Assistance to Domestic Individuals. (e) (a) (b) (c) (d) (f) Part IV Supplemental Information. Schedule I (Form 990) (2018) Schedule I (Form 990) (2018)Page Complete if the organization answered "Yes" on Form 990, Part IV, line 22. Part III can be duplicated if additional space is needed. Method of valuation(book, FMV, appraisal, other)Type of grant or assistance Number of recipients Amount of cash grant Amount of non- cash assistance Description of noncash assistance Provide the information required in Part I, line 2; Part III, column (b); and any other additional information. PART I, LINE 2: THE ORGANIZATION MAKES TITHE CONTRIBUTIONS TO HABITAT FOR HUMANITY INTERNATIONAL TO PROVIDE FUNDING TO INTERNATIONAL AFFILIATES. THE TITHE IS DIRECTED TO HONDURAS AND MYANMAR. HABITAT FOR HUMANITY INTERNATIONAL ENSURES THAT EACH AFFILIATE PROVIDES REPORTING AND ACCOUNTABILITY TO REMAIN AN AFFILIATE IN GOOD STANDING. IN ADDITION, PERIODIC REPORTS ARE RECEIVED THAT DETAIL THE ACTIVITIES AND THE USE OF FUNDS BY EACH INTERNATIONAL PARTNER. HABITAT FOR HUMANITY, ORANGE COUNTY NC, INC.58-1603427 DocuSign Envelope ID: 0E2E518B-BEF7-4AF0-8D07-FCD05F094BD6 OMB No. 1545-0047 Department of the Treasury Internal Revenue Service 832141 10-18-18 Open to Public Inspection Complete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30. Attach to Form 990. Go to www.irs.gov/Form990 for instructions and the latest information. Employer identification number (a)(b)(c)(d) 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 29 Yes No 30 31 32 33 a b 30a 31 32a a b For Paperwork Reduction Act Notice, see the Instructions for Form 990.Schedule M (Form 990) 2018 Name of the organization Check if applicable Number of contributions or items contributed Noncash contribution amounts reported on Form 990, Part VIII, line 1g Method of determining noncash contribution amounts Art - Works of art Art - Historical treasures Art - Fractional interests ~~~~~~~~~~~~~ ~~~~~~~~~ ~~~~~~~~~~ Books and publications Clothing and household goods ~~~~~~~~~~ ~~~~~~ Cars and other vehicles Boats and planes Intellectual property ~~~~~~~~~~ ~~~~~~~~~~~~~ ~~~~~~~~~~~ Securities - Publicly traded Securities - Closely held stock ~~~~~~~~ ~~~~~~~ Securities - Partnership, LLC, or trust interests Securities - Miscellaneous ~~~~~~~~~~~~~~ ~~~~~~~~ Qualified conservation contribution - Historic structures Qualified conservation contribution - Other ~~~~~~~~~~~~ ~ Real estate - Residential Real estate - Commercial Real estate - Other ~~~~~~~~~ ~~~~~~~~~ ~~~~~~~~~~~~ Collectibles Food inventory Drugs and medical supplies Taxidermy ~~~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~ ~~~~~~~~ ~~~~~~~~~~~~~~~~ Historical artifacts Scientific specimens Archeological artifacts ~~~~~~~~~~~~ ~~~~~~~~~~~ ~~~~~~~~~~ Other () Other () Other () Other () Number of Forms 8283 received by the organization during the tax year for contributions for which the organization completed Form 8283, Part IV, Donee Acknowledgement ~~~~ During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that it must hold for at least three years from the date of the initial contribution, and which isn't required to be used for exempt purposes for the entire holding period?~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ If "Yes," describe the arrangement in Part II. Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?~~~~~~ Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash contributions?~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ If "Yes," describe in Part II. If the organization didn't report an amount in column (c) for a type of property for which column (a) is checked, describe in Part II. LHA SCHEDULE M (Form 990) Part I Types of Property Noncash Contributions 2018J J J J J J J HABITAT FOR HUMANITY, ORANGE COUNTY 58-1603427 750. 6,032. 79,159. 2 18 FMV FMV MARKET COST X X XCONSTRUCTION X X X 0 NC, INC. DocuSign Envelope ID: 0E2E518B-BEF7-4AF0-8D07-FCD05F094BD6 832142 10-18-18 2 Schedule M (Form 990) 2018 Schedule M (Form 990) 2018 Page Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information. Part II Supplemental Information. SCHEDULE M, LINE 32B: THE ORGANIZATION USES WELLS FARGO INVESTMENT ADVISORS TO RECEIVE AND IMMEDIATELY SELL ALL SECURITIES RECEIVED AS A CONTRIBUTION. HABITAT FOR HUMANITY, ORANGE COUNTY NC, INC.58-1603427 DocuSign Envelope ID: 0E2E518B-BEF7-4AF0-8D07-FCD05F094BD6 OMB No. 1545-0047 Department of the Treasury Internal Revenue Service 832211 10-10-18 Complete to provide information for responses to specific questions onForm 990 or 990-EZ or to provide any additional information. | Attach to Form 990 or 990-EZ.| Go to www.irs.gov/Form990 for the latest information. (Form 990 or 990-EZ) Open to Public Inspection Employer identification number For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.Schedule O (Form 990 or 990-EZ) (2018) Name of the organization LHA SCHEDULE O Supplemental Information to Form 990 or 990-EZ 2018 FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: RESOURCES. FORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS: EMPOWER ITS HOMEBUYERS THROUGH A SERIES OF RELEVANT WORKSHOPS AND ONE-ON-ONE TRAININGS. HABITAT ALSO STRIVES TO EDUCATE THE BROADER COMMUNITY ABOUT THE CRISIS IN AFFORDABLE HOUSING BY INTRODUCING AND INVOLVING HUNDREDS OF NEW VOLUNTEERS FROM ALL WALKS OF LIFE INTO ITS WORK EACH YEAR. HABITAT PROMOTES THE POSITIVE VALUE OF DIVERSITY BY UNITING PEOPLE OF VARIED ECONOMIC, RELIGIOUS, SOCIAL, AND RACIAL BACKGROUNDS TO WORK TOGETHER TOWARD A COMMON GOAL BUILDING AND REPAIRING DECENT HOMES IN PARTNERSHIP WITH FAMILIES IN NEED. FORM 990, PART VI, SECTION A, LINE 4: THE ORGANIZATION'S BYLAWS WERE REVISED TO REFLECT THE GROWTH AND EXPANSION THAT HAS OCCURRED SINCE INCEPTION, AND TO CLARIFY RESPONSIBILITIES OF SOME TITLES AND HOW THOSE ARE CURRENTLY REFLECTED IN THE BYLAWS. THE REVISIONS ADD SPECIFIC DUTIES OF THE NEWLY NAMED CEO/PRESIDENT (FORMERLY CALLED EXECUTIVE DIRECTOR), BOARD CHAIR (FORMERLY BOARD PRESIDENT) AND SUCCESSIVE OFFICES OF VICE-CHAIR AND SECOND VICE CHAIR. FORM 990, PART VI, SECTION B, LINE 11B: THE FINANCE DIRECTOR AND THE EXECUTIVE DIRECTOR PRESENT THE FULL 990 TO THE TREASURER AND FINANCE COMMITTEE. UPON THEIR REVIEW AND APPROVAL, THE FINANCE COMMITTEE PRESENTS THE FULL 990 TO THE FULL BOARD FOR THEIR REVIEW PRIOR TO FILING THE 990. NC, INC.58-1603427 HABITAT FOR HUMANITY, ORANGE COUNTY DocuSign Envelope ID: 0E2E518B-BEF7-4AF0-8D07-FCD05F094BD6 832212 10-10-18 2 Employer identification number Schedule O (Form 990 or 990-EZ) (2018) Schedule O (Form 990 or 990-EZ) (2018)Page Name of the organization FORM 990, PART VI, SECTION B, LINE 12C: WHEN ANY SUCH CONFLICT OF INTEREST CONCERNING A BOARD MEMBER IS RELEVANT TO A MATTER REQUIRING BOARD ACTION, THE INTERESTED BOARD MEMBER SHALL CALL IT TO THE ATTENTION OF THE BOARD PRESIDENT, AND THE INTERESTED MEMBER SHALL NOT ACT OR VOTE ON THE MATTER. THE MINUTES OF THE MEETING SHALL REFLECT THAT THE CONFLICT OF INTEREST WAS DISCLOSED AND THAT THE INTERESTED PERSON DID NOT VOTE. FORM 990, PART VI, SECTION B, LINE 15: THE EXECUTIVE DIRECTOR'S SALARY IS REVIEWED ANUALLY BY THE INDEPENDENT EXECUTIVE COMMITTEE. INCREASES ARE BASED ON MERIT AND AN ANNUAL SALARY SURVEY PROVIDED BY HABITAT INTERNATIONAL. THE TOTAL SALARY INCREASE FOR ALL STAFF FOR EACH FISCAL YEAR IS APPROVED BY THE BOARD PRIOR TO THE START OF EACH FISCAL YEAR (MAY), AND ALL SALARY INCREASES, EXCLUDING THE EXECUTIVE COMMITTEE'S-APPROVED EXECUTIVE DIRECTOR SALARY, FOR THE FISCAL YEAR ARE INTERNALLY DISCUSSED BY DEPARTMENT HEADS, APPROVED BY THE FINANCE DIRECTOR AND EXECUTIVE DIRECTOR, AND ARE WITHIN THE BUDGETED TOTAL. ALL INCREASES ARE BASED ON MERIT, AND AN ANNUAL SALARY SURVEY FROM HABITAT INTERNATIONAL AND/OR SALARY INFORMATION FROM AN EXTERNAL SOURCE OR SOURCES. FORM 990, PART VI, SECTION C, LINE 19: GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, FORM 990 AND 1023 ARE AVAILABLE TO THE PUBLIC UPON REQUEST. NC, INC.58-1603427 HABITAT FOR HUMANITY, ORANGE COUNTY DocuSign Envelope ID: 0E2E518B-BEF7-4AF0-8D07-FCD05F094BD6 1/14/2020 Bill Detail https://web.co.orange.nc.us/publicwebaccess/BillDetails.aspx?BillPk=2124754 1/2 Bill Search Special Assessment Search Delinquent Bill Search Personal Property Search Value Real $3,224,800 Deferred $0 Use $3,224,800 Personal $0 Exempt & Exclusion $0 Total Assessed Value $3,224,800 Last Payment Date : 11/14/2019 Disclaimer: Orange County Tax Office provides property tax information as a public service. This information is date sensitive. Any data obtained from this site should not be construed as an official receipt or as legal proof of property ownership. Vehicle Property Taxes paid to the North Carolina Division of Motor Vehicles (NCDMV) are not available on this website. To obtain a vehicle property tax statement from NCDMV, call 919-814-1779 or email NCDMV. By North Carolina statute, real and personal property taxes are due annually on September 1st of the tax year and are current if paid by January 5th of the following year. Solid Waste Programs and Stormwater Fees do not constitute a lien on the real property. To pay by mail, search for and print your bill, then mail it with your check or money order to: Orange County Tax Office, PO Box 8181, Hillsborough, NC 27278-8181. Contact Orange County Tax to verify current payment status. Beginning with 2016 taxes, Orange County is billing and collecting Mebane City Taxes for properties located within Orange County. For prior year taxes, contact the City of Mebane at 919-563-5901. Mebane offers a 0.5% discount for Mebane City Taxes paid by August 31st each year and is the only jurisdiction offering a discount in Orange County. Partial payments submitted by August 31st are applied proportionately between the Mebane City and Orange County taxes. Only the portion applied to Mebane City taxes is eligible for the discount. Research Property GIS Go To Abstract New Search Return Property Tax Collections Bill Detail VILCOM INVESTMENT LLC Description:BLDG 4 CAMPUS ON VILCOM P96/142- 143 Location:88 4 VILCOM CENTER DR CHAPEL HILL NC 27514 Mailing Address:85 4TH AVE STE 2G NEW YORK NY 10003 Parcel #:9880465246 Lender:537 Property Tax Real Property Bill Status:PAID Bill Flag: Bill #:0000296628-2019-2019-0000-00 Old Bill #: Old Account #: Due Date:9/1/2019 Interest Begins:1/7/2020 Rate Tax Districts Description Amount .8679 ORANGE Tax $27,988.04 ORANGE Orange County Solid Waste Programs Fee $2,130.00 .5440 CHAPEL HILL Tax $17,542.91 CHAPEL HILL Chapel Hill Stormwater Fee $1,258.92 .2018 CH-CARR SCHOOL Tax $6,507.65 Interest: $0.00 Total Billed: $55,427.52 Current Due: $0.00 0000000000020192019000000002966287 Correct if paid by Select A Date Recalculate Interest Pay Tax On-line Printable Version HELPFUL HINTS FOR SEARCH BY OPTIONS: OLD BILL NUMBER: Bills received prior to September 30, 2010 have bill numbers in the OLD BILL NUMBER format. These bill numbers are 5-10 digits long and begin with the year of the bill. Enter the entire bill number like this: 2009102456 DocuSign Envelope ID: 0E2E518B-BEF7-4AF0-8D07-FCD05F094BD6 04/07/2021 Summit Insurance Group Inc. PO Box 2485 Huntersville, NC 28070-2485 License #: 7638156 Nicole R. Talbert (704)659-2141 (704)659-2148 nicole@sumins.com 00008390-2445808 14 Habitat For Humanity Orange County, NC, Inc. 88 Vilcom Center Dr. Ste L110 Chapel Hill, NC 27514 Builders Mutual Insurance Company A CPP 0058155 08 04/01/2021 04/01/2022X X X 1,000,000 100,000 5,000 1,000,000 2,000,000 2,000,000 Builders Premier Insurance Company B PCA 0009233 08 04/01/2021 04/01/2022 X 1,000,000 Builders Mutual Insurance Company A MUB 0001005 04 04/01/2021 04/01/2022XX X 10,000 5,000,000 5,000,000 Builders Premier Insurance Company B PWC 1011231 08 04/01/2021 04/01/2022 X 1,000,000 1,000,000 1,000,000 Travelers Casualty & Surety Company Of America C 107048172 04/01/2019 04/01/2022Financial Services 1,000,000 Additional insured status applies to the certificate holder under General Liability when required by written contract. Orange County PO Box 8181 Hillsborough, NC 27278 (NRT) Printed by NRT on April 07, 2021 at 01:16PM ANY PROPRIETOR/PARTNER/EXECUTIVE OFFICER/MEMBER EXCLUDED? INSR ADDL SUBR LTR INSD WVD DATE (MM/DD/YYYY) PRODUCER CONTACTNAME: FAXPHONE(A/C, No):(A/C, No, Ext): E-MAILADDRESS: INSURER A : INSURED INSURER B : INSURER C : INSURER D : INSURER E : INSURER F : POLICY NUMBER POLICY EFF POLICY EXPTYPE OF INSURANCE LIMITS(MM/DD/YYYY) (MM/DD/YYYY) AUTOMOBILE LIABILITY UMBRELLA LIAB EXCESS LIAB WORKERS COMPENSATION AND EMPLOYERS' LIABILITY DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) AUTHORIZED REPRESENTATIVE EACH OCCURRENCE $ DAMAGE TO RENTEDCLAIMS-MADE OCCUR $PREMISES (Ea occurrence) MED EXP (Any one person) $ PERSONAL & ADV INJURY $ GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $ PRO-POLICY LOC PRODUCTS - COMP/OP AGG $JECT OTHER:$ 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) $ OCCUR EACH OCCURRENCE $ CLAIMS-MADE AGGREGATE $ DED RETENTION $ $ PER OTH-STATUTE ER E.L. EACH ACCIDENT $ E.L. DISEASE - EA EMPLOYEE $ If yes, describe under E.L. DISEASE - POLICY LIMIT $DESCRIPTION OF OPERATIONS below INSURER(S) AFFORDING COVERAGE NAIC # COMMERCIAL GENERAL LIABILITY Y / N N / A (Mandatory in NH) SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. 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. 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). COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: CERTIFICATE HOLDER CANCELLATION © 1988-2015 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORDACORD 25 (2016/03) CERTIFICATE OF LIABILITY INSURANCE DocuSign Envelope ID: 0E2E518B-BEF7-4AF0-8D07-FCD05F094BD6 1 ORANGE COUNTY BOARD OF COMMISSIONERS ACTION AGENDA ITEM ABSTRACT Meeting Date: February 2, 2021 Action Agenda Item No. 6-a SUBJECT: Community Climate Action Grant - Project Selection for FY20-21 DEPARTMENT: Asset Management Services ATTACHMENT(S): INFORMATION CONTACT: 1. Project Descriptions, Scoring, and Brennan Bouma, (919) 245-2626 Comments Steven Arndt, (919) 245-2658 2. Powerpoint Presentation PURPOSE: To: receive the grant project funding recommendations of the Human Relations Commission and the Commission for the Environment for the FY20-21 Orange County Community Climate Action Grant Program; and approve funding for the recommended Community Climate Action Grant projects for FY20- 21 as outlined in the attached report. BACKGROUND: As part of the FY20 budget, the Board of Orange County Commissioners BOCC) created the Orange County Climate Action Fund dedicated to accelerating climate change mitigation actions in Orange County. This decision was motivated in part to help the County meet the climate change mitigation goals set by the Board in recent years: Reduce greenhouse gas emissions community-wide by 26 percent by 2025 (from 2005 levels). Transition to a 100% renewable energy based economy by 2050. The first round of Climate Action Fund projects was proposed by the Commission for the Environment last year and approved by the Board of Commissioners. These include funding for solar projects for each of the school districts, a LED lighting campaign for lower-income residents, and additional funding to weatherize and preserve affordable housing. For the 2020-21 funding cycle, $478,657 in funding was budgeted to support climate action projects that will benefit Orange County residents both socially and financially. Following the direction of the Board of Commissioners, the process for soliciting and selecting projects to receive funding was conducted through a formal grant program. The scoring and eligibility guidelines were created by the BOCC and developed the remaining application elements borrowing from the successful model of the Outside Agency funding process. The application period for this first round of grants opened on September 18, 2020 and closed on November 9, 2020. DocuSign Envelope ID: 0E2E518B-BEF7-4AF0-8D07-FCD05F094BD6 2 The Community Climate Action grant program received seven applications in this round from a variety of non-profit and public organizations whose total requests add up to more than $1.2 million. While staff fielded some questions from prospective applicants from the private sector, no private sector applications were received. Grant applications were reviewed and scored by the Commission for the Environment (CFE) and the Human Relations Commission (HRC). On December 14, 2020 each of these Commissions voted to forward their final scoring and comments to the BOCC. The following is a rank-order summary table of their combined project scoring and recommendations, and more details on each project are available in Attachment 1 (Project Descriptions, Scoring, and Comments): Total Rank Funding Recommended Score Project Applicant (Collaborators) Requested Funding Level Out of Out of 7 applications) 25is Solar Panels on Affordable Habitat Habitat for Humanity of $95,000 95,000 21.7 1 Homes Orange County NAACP of Chapel Hill and Water Heater Carrboro (Rebuilding Replacement Together of the Triangle $122,100 122,100 21.2 2 and Habitat for Humanity of Orange County) Cane Creek Reservoir OWASA 75,000 75,000 19.6 3 352.4kW DC Solar Array Tree Planting Program Town of Chapel Hill 40,000 40,000 18.5 4 Solar-powered Electric Town of Chapel Hill 18,500 18,500 17.7 5 Vehicle Charging Station Cedar Falls Park Multipurpose Field LED Town of Chapel Hill 220,000 128,057 17.0 6 Light Conversion Forest Foundation (Green Orange County Eco-Oil Company, LLC; Innovation Park Greenway Transit 700,000 0 12.3 7 Services, LLC; and Carolina Biodiesel, LLC ) Total (Max for 2020-21: 1,270,600 $478,657 478,657) FINANCIAL IMPACT: The Climate Action Tax is projected to generate $478,657 in funds in FY 2020-21, and the Board of Orange County Commissioners intends to identify impactful projects and distribute these funds promptly to accelerate action on the urgent issue of climate change and help to further stimulate the local economy. DocuSign Envelope ID: 0E2E518B-BEF7-4AF0-8D07-FCD05F094BD6 3 SOCIAL JUSTICE IMPACT: The following Orange County Social Justice Goals are applicable to this item: GOAL: ENSURE ECONOMIC SELF-SUFFICIENCY The creation and preservation of infrastructure, policies, programs and funding necessary for residents to provide shelter, food, clothing and medical care for themselves and their dependents. Social Justice and Racial Equity is the most heavily-weighted factor in scoring projects proposed through this grant program, ensuring that the equitable distribution of funds and the repair of environmental inequities are a central element of each funded project. Local investments in energy efficiency and renewable energy in Orange County provides direct reduction of monthly energy bills and supports jobs and investments in clean energy technologies. GOAL: ESTABLISH SUSTAINABLE AND EQUITABLE LAND-USE AND ENVIRONMENTAL POLICIES The fair treatment and meaningful involvement of people of all races, cultures, incomes and educational levels with respect to the development and enforcement of environmental laws, regulations, policies, and decisions. Fair treatment means that no group of people should bear a disproportionate share of the negative environmental consequences resulting from industrial, governmental and commercial operations or policies. Reducing energy usage from the electric grid improves air quality impacts. Improving local air quality helps to protect the health of vulnerable populations in Orange County whose health is disproportionately affected by ground-level ozone and other emissions. ENVIRONMENTAL IMPACT: The following Orange County Environmental Responsibility Goal impacts are applicable to this item: ENERGY EFFICIENCY AND WASTE REDUCTION Initiate policies and programs that: 1) conserve energy; 2) reduce resource consumption; 3) increase the use of recycled and renewable resources; and 4) minimize waste stream impacts on the environment. Investing in local climate change mitigation actions will conserve energy, reduce resource consumption, and increase the use of renewable resources. RESULTANT IMPACT ON NATURAL RESOURCES AND AIR QUALITY Assess and where possible mitigate adverse impacts created to the natural resources of the site and adjoining area. Minimize production of greenhouse gases. The Climate Action Fund will continue to support high-impact projects which will minimize the local production of greenhouse gases, reducing Orange County's contribution to the adverse impacts of climate change on human and natural resources both inside and outside of the County. RECOMMENDATION(S): The Manager recommends that the Board Receive the grant project funding recommendations of the Human Relations Commission and the Commission for the Environment for the FY20-21 Orange County Community Climate Action Grant Program; and Approve funding for the recommended Community Climate Action Grant projects for FY20- 21. DocuSign Envelope ID: 0E2E518B-BEF7-4AF0-8D07-FCD05F094BD6 4 ORANGE COUNTY NORTH CAROLINA Date: February 2"d, 2021 To: Board of Orange County Commissioners From: Brennan Bouma, Sustainability Coordinator Steven Arndt, Director Asset Management Services RE: Orange County Community Climate Action Grant- Project Descriptions,Scoring, and Comments For the 2020-21 funding cycle of the Orange County Community Climate Action Grant program, $478,657 in funding was budgeted to support climate action projects that will benefit Orange County residents both socially and financially. The Community Climate Action grant program received 7 applications in this round from a variety of non-profit and public organizations whose total requests add up to more than $1.2 million. While staff fielded some questions from prospective applicants from the private sector, no private sector applications were received. Following the scoring and eligibility guidelines of the Board of Orange County Commissioners (BOCC),the applications were reviewed and scored by the Commission for the Environment(CFE) and the Human Relations Commission (HRC). The BOCC asked the Human Relations Commission to score the applications on the Social Justice and Racial Equity criterion, as this pertains to their expertise and because the racial representation of the CFE as a whole does not reflect the racial diversity of Orange County.The HRC and the CFE discussed the scoring process, reviewed application materials, and shared thoughts on each application over the course of three monthly meetings and on December 14th each of these Commissions voted to pass their final scoring and comments on each application along to the BOCC. The following is a rank-order summary table of the combined project scoring and recommendations. A full table showing the scores for each project on each of the 7 scoring elements is included in the Appendix. Total Rank Fundin Recommended Score Project Applicant (Collaborators) Requested Funding Level Out of Out of 7 applications) 25is Solar Panels on Affordable Habitat Habitat for Humanity of $95,000 95,000 21.7 1 Homes Orange County NAACP of Chapel Hill and Water Heater Carrboro (Rebuilding Replacement Together of the Triangle $122,100 122,100 21.2 2 and Habitat for Humanity of Orange County) P.O. Box 8181 * Hillsborough, North Carolina 27278 Telephone: (919)245-2625 DocuSign Envelope ID: 0E2E518B-BEF7-4AF0-8D07-FCD05F094BD6 5 Cane Creek Reservoir 352.4kW DC Solar Array OWASA 75,000 75,000 19.6 3 Tree Planting Program Town of Chapel Hill 40,000 40,000 18.5 4 Solar-powered Electric Vehicle Charging Station Town of Chapel Hill 18,500 18,500 17.7 5 Cedar Falls Park Multipurpose Field LED Town of Chapel Hill 220,000 128,057 17.0 6 Light Conversion Forest Foundation (Green Orange County Eco- Oil Company, LLC; Innovation Park Greenway Transit Services, $700,000 0 12.3 7 LLC; and Carolina Biodiesel, LLC) Total (Max for 2020-21: 1,270,600 $478,657 478,657) Below is a set of expanded details on each proposed project, in rank order per HRC and CFE scoring.The quoted text was pulled directly from various sections of the submitted applications.Also summarized below are the comments from the HRC and the CFE, along with their scores and funding recommendations. 1 Ranked Project—Solar Panels on Affordable Habitat Homes Applicant (Collaborators): Habitat for Humanity of Orange County Cost Estimate: $95,000 Recommended Funding Level: $95,000 Total Score(Out of 25 pts): 21.7 Project Description: "Habitat for Humanity of Orange County proposes to use$95,000 in Orange County Community Climate Action Grant funding to install rooftop solar panels on ten newly constructed affordable Habitat homes in Orange County.This project will be undertaken in partnership with East Chapel Hill Rotary Club, who will partner with us to help raise funds and work with local solar installation companies to obtain equipment at cost...The average Habitat homeowner earns 45%of the area median income.The average Habitat household has four people." Project Benefits: "The homeowners will have approximately$73 free electricity per month and the equipment is warranted for 12-25 years... Each family will save an estimated $26,280 in electricity costs over 30 years... Energy costs disproportionately affect low-income families because energy bills account for a much higher percentage of their income. High energy costs contribute to the cycle of poverty. Low-income families cannot afford the upfront cost of solar and frequently do not qualify for loans... Home solar should not be available just for those with higher incomes. Building these homes with solar will address the lack of equity when it comes to the benefits of renewable energy." Rooftop solar helps fight climate change and air pollution. Climate justice and racial justice are linked. In the U.S. Black people are exposed to about 1.5 times more particulate matter than white people, and Hispanics 1.2 times more. People in poverty have about 1.3 times more exposure than people out of poverty with resultant DocuSign Envelope ID: 0E2E518B-BEF7-4AF0-8D07-FCD05F094BD6 6 significant health risk... Each year, our proposed project will reduce/avoid an estimated 47 tons of greenhouse gas emissions. Over the estimated 30-year lifetime of the rooftop solar panels,this project will reduce carbon emissions by a total of approximately 1,140 tons." Grant Dollars Requested Per Metric Ton of Greenhouse Gas Emissions Reduced: $83 HRC Comments:This project seems to keep the focus on social justice, and targets the low income and underserved community.While the project only assists 10 households, it provides direct benefits.Additionally, the project includes educating people and includes investments outside of Southern Orange. Reviewers were concerned that the homes that will benefit have not yet been selected, but this did not impact project scoring. If this project is funded,the HRC encourages staff to ensure that the demographics of the homeowners who actually benefit match with the demographics in the proposal through the quarterly reporting process. CFE Comments:Overall excellent application.The applicant has a good plan for expanding their solar program. The applicant has clear expertise in this domain, and this project has the opportunity to serve as a model and accelerate solar installations across all Habitat projects. The project has a limited reach in terms of number of households reached, but the duration of engagement for those households is on the order of several years. While the applicant does plan to purchase materials locally as much as possible, economic impacts are mostly indirect. In 2019, Habitat's work generated $2.03 million in economic impact in Orange County. Since the solar panels will be purchased at cost or slightly above, it makes the savings considerable. Project Drawdown, a collaboration of global scientists, ranks rooftop solar as the 10th most important solution to climate change on a list of 100. If funded, we hope that this significant project will serve as a model for other Habitat affiliates and help Habitat toward becoming a national leader in solarizing homes for our lower-income neighbors. Funding of this proposal will send a strong message that Orange County supports expanding renewable energy and making it accessible to everyone. 2 Ranked Project—Water Heater Replacement Applicant (Collaborators): NAACP of Chapel Hill and Carrboro (Rebuilding Together of the Triangle and Habitat for Humanity of Orange County) Cost Estimate: $122,100 Recommended Funding Level: $122,100 Total Score(Out of 25 pts): 21.2 Project Description:"This project was designed to help 30 low-income, Orange County households to transition from inefficient,greenhouse gas generating water heaters to highly efficient, greenhouse gas minimizing water heaters. Applicants to the Orange County Home Preservation Coalition (OCHCP)for weatherization, energy efficiency, urgent repair, or other related services constitute the target population for this project. During application intake the applicant's house is evaluated for potential benefit from this project. Benefits of this project, lower utility bills and lower greenhouse gas emissions, are then explained to the chosen applicants. DocuSign Envelope ID: 0E2E518B-BEF7-4AF0-8D07-FCD05F094BD6 7 With agreement of the chosen applicant appropriate modifications are made to the house to transition from an inefficient to an efficient water heater." For this project two members of the Orange County Home Preservation Coalition are significant collaborators: Rebuilding Together of the Triangle and Habitat for Humanity of Orange County... Both RTT and HH are critical to the success of this project.They have the expertise and experience to assess the needs of a household, plan the modifications, and efficiently implement the desired changes. Although not a formal partner,the Orange County Home Preservation Coalition identifies target households, connects these households with the appropriate provider, and helps educate their clients about the benefits that OCHPC providers can deliver." Project Benefits: "This project has requested funds to replace 30 water heaters and based on our experience we anticipate selecting 20 households with electric water heaters and 10 households with gas water heaters. We believe that each selected household will directly benefit from reduced utility bills and reduced greenhouse gas emissions...This project should reduce greenhouse gas emissions by about 29 short tons/year assuming grid- supplied electricity emissions of 0.5 pounds COze/kwh. As grid supplied electricity emissions subside with a greener grid,yearly GHG emissions reduction against a 2020 baseline will increase." A reasonable average lifetime for a heat-pump water heater is about 15 years. During this time if the heat- pump water heater replaces an electric water heater the expected savings in the utility bill is$360/year—if the heat-pump water heater replaces a gas water heater the expected savings in the utility bill is$104/year." Grant Dollars Requested Per Metric Ton of Greenhouse Gas Emissions Reduced During Project Lifetime: $309 HRC Comments:This project has a good direct impact to marginalized Orange County residents and a good return on investment.The demographics of the target population are focused on those who need the most assistance.The HRC did not fully understand the NAACP's involvement since it seems funds would go to partners already doing this work. CFE Comments:Overall, excellent application. Emissions of GHG from a gas-fired water heater are local and would be eliminated entirely with the replacement by a heat pump water heater. Emissions from an electric water heater are indirect,that is they are emitted by the electric utility. A heat pump water heater reduces electric demand and the consequent emissions. Financial efficiency is enhanced by the use of other volunteer based collaborators and potential incentives from Duke Energy.The experience and capabilities of the collaborators also enhances the capacity of NAACP.The implementation plan is well-developed and applicant has a good network of volunteers and contractors who have carried out related projects.The project will use an existing pipeline for identifying and vetting households eligible for the program.All of the heat pump water heaters will be purchased from Orange County sources. The CFE liked that the funds would be directly invested into community members and efficiency upgrades to housing.The number of people reached is small, but impact on those people is large.The lifespan of the new water heating systems should be good and assist home prices in having increased value.The applicant is asking for a somewhat large amount of funding, and the cost of installation seems high, but the applicant makes a good argument that the energy savings on water heating are comparably cheap. It would be good to discuss disposal plans for the old water heater systems. The installation of the heat pump water heaters should be completed within 18 months from time of award. DocuSign Envelope ID: 0E2E518B-BEF7-4AF0-8D07-FCD05F094BD6 8 3 Ranked Project—Cane Creek Reservoir 352.4kW DC Solar Array Applicant (Collaborators): Orange Water and Sewer Authority(OWASA) Cost Estimate: $75,000 Recommended Funding Level: $75,000 Total Score(Out of 25 pts): 19.6 Project Description: "As part of OWASA's on-going commitment to reduce purchased electrical energy use and decrease greenhouse gas emissions that result from our operations, we seek funding to expand our renewable energy portfolio to include a 352.4 kW DC solar array at the Cane Creek Reservoir. OWASA was set to break ground on this project in FY21, but because of our commitment to keep rates low during the pandemic, OWASA opted for a 0% rate increase this year.This decision delayed several capital projects, including the Cane Creek Reservoir solar project, which was been delayed indefinitely. We propose to use Climate Action Funds to resuscitate the project, which will generate almost 525,000 kWh of clean energy in year one." OWASA's Fiscal Year 2022 Budget is going to be stressed because we delayed capital projects in the FY21 budget to achieve a 0% rate increase during the COVID-19 pandemic, instead of the 5% increase that was originally planned. OWASA was able to move forward with three other solar PV projects because they met a strict financial standard: no additional money down (beyond the Duke Energy solar rebate) and annual lease payments that are less than the total energy cost savings.This standard essentially makes these projects revenue neutral in year one.The Cane Creek Reservoir project is a much larger system; because it could not meet this standard, it has been delayed indefinitely. Without Orange County Climate Action funding, the project will not likely move forward. Unfortunately, in delaying this project, we risk losing the potential to use a $75,000 Duke Energy solar rebate. Moreover, we miss out on an estimated 120 metric tons of greenhouse gas emission reductions every year." This "shovel-ready" project located in a highly-visible location at a popular recreation area in the county would serve as a showcase for solar projects in our community, raising awareness and excitement for renewable energy in this area and demonstrating financial feasibility for other such projects." Project Benefits: "Funding for this project will benefit all residents of Orange County by reducing greenhouse gas emissions and showcasing the potential for public-private partnerships for solar in our community. It will especially benefit OWASA customers by reducing the utility's annual electricity costs, keeping rates affordable." This project will serve as an example for public entities looking for public-private partnerships to advance clean energy projects. OWASA has already invested $20,000 for the design of the Cane Creek Reservoir Solar PV system. Eagle Solar and Light has structured an innovative 25-year lease that makes OWASA's annual lease payments very close to energy cost savings starting in year one, assuming a $170,000 down payment. Duke Energy has committed to a $75,000 solar rebate subject to project completion." Additionally, Eagle Solar and Light is using a Carrboro-based and minority-owned company, Action Solar, as its major sub-contractor for the electrical work." Grant Dollars Requested Per Metric Ton of Greenhouse Gas Emissions Reduced During Project Lifetime: $35 DocuSign Envelope ID: 0E2E518B-BEF7-4AF0-8D07-FCD05F094BD6 9 HRC Comments: While there is community impact, there is a lack of specific focus on social justice or racial equity.The HRC appreciated that the applicant actively engaged a minority-owned subcontractor, but the benefits of lowered utility rates only go to OWASA customers in Southern Orange. CFE Comments:Overall, excellent application. Full marks were assigned for emissions reduction potential. It has the largest impact in the county on a per person basis of all applications, albeit mostly indirectly. OWASA serves just about half of Orange County residents. Clearly,they have a broad reach within the county and have the opportunity to showcase this project.The proposal lists several methods of informing the public of the project and its benefits. The funds are used wisely and efficiently for a public purpose leveraging rebates from Duke Energy, innovative lease financing partnership with Eagle Solar. OWASA employs 38 Orange County residents and about$31,000 in various services will be spent in Orange County on this project. OWASA's extensive in-house capability combined with that of the collaborator is more than sufficient to bring the project to a satisfactory completion. If notified of funding in January 2021, OWASA could have the solar PV system online by the end of June 2021. 4 Ranked Project—Tree Planting Program Applicant (Collaborators):Town of Chapel Hill Cost Estimate: $40,000 Recommended Funding Level: $40,000 Total Score(Out of 25 pts): 18.5 Project Description: "The requested funds will be used to purchase, plant and maintain 40 large, native trees principally within two of the Town's census block groups that rank highest in our tree planting suitability analysis.The criteria for our analysis includes a variety of factors such as the CDC's Social Vulnerability Index SVI), existing canopy density, proximity to transit stops,transit use, proximity to affordable housing, and affordable housing vulnerability to extreme heat." Recently, we completed a tree planting project across five of our public housing neighborhoods. Residents informed Town staff that the new trees had a positive visual impact and made them feel like the Town cared about their community. We are building on this experience to expand the tree planting program to other areas of Town that scored well in our tree suitability analysis." We have not been able to identify a dedicated revenue source to grow this program. Most internal funding has been for tree replacement rather than planting new trees. We have received donations and other grant funding, but those funds have now been spent and the projects are complete." Project Benefits: "The 40 large trees are estimated to sequester 2.42 metric tons of COze every 10 years and 19.36 metric tons of COze over 80 years....In this case, we have used Census block data as a proxy for the [5,852] direct beneficiaries.The[se] numbers above are derived from the two highest ranking Census blocks from our tree suitability analysis. We recognize that all residents can benefit indirectly, and that beneficiaries span beyond the proxy area used... Other Unit of Impact: ... temperature regulation, reduced urban heat island, DocuSign Envelope ID: 0E2E518B-BEF7-4AF0-8D07-FCD05F094BD6 10 shade, filter air pollutants, manage and filter rainwater, stabilize soils, maintain soil health, improve human mental well-being, improve recreation and aesthetics." Grant Dollars Requested Per Metric Ton of Greenhouse Gas Emissions Reduced During Project Lifetime: 2,066 HRC Comments: HRC reviewers appreciated that the Town had said that they would prefer minority-owned businesses and work with residents.They felt it was good that the Town had gotten the program started in public housing communities. While trees may seem to be simple things, public housing communities are often overlooked for beautification and quality of life improvements, and they may help reduce cooling bills and the risk of flooding. Reviewers were concerned however that the requested trees for this project could be located outside of the example area of Northside. CFE Comments: This project does not reduce emissions, but rather sequesters the emissions using trees. A total of 19.36 metric tons of GHG will be sequestered in the first 80 years of the trees lifetime. Even though the cost to plant and maintain each tree is large,the proposal cites 5,852 individuals will be served by the project.The Town of Chapel Hill has sufficient capacity to complete the project in a timely manner. Some local economic benefit will come from the purchase of the trees from a local source. If awarded,the town plans to work with the residents (e.g., Northside Neighborhood)to inquire about the best locations for planting trees. The applicant has completed tree planting projects successfully, and is leveraging some other funds for tree replacements for this project. The applicant is asking for a relatively small amount of funding, so it is worth supporting (or partially supporting) even though impact is likely smaller than other projects. 5 Ranked Project—Solar-powered Electric Vehicle Charging Station Applicant (Collaborators):Town of Chapel Hill Cost Estimate: $18,500 Recommended Funding Level: $18,500 Total Score(Out of 25 pts): 17.7 Project Description: "We plan to purchase and install the EV ARC 2020, a charging system that combines solar generation with battery storage to power electric vehicles with 100% renewable and emissions-free energy.The EV ARC will be placed at the Eubanks Road Park& Ride lot, located near the new Carraway Village development. In addition to providing free public charging,the EV ARC will also have a dedicated port to power Orange County Mobility On-Demand transit vehicles." We have recently been encouraged to reapply for a Clean Fuels Advanced Technology (CFAT) grant with the NC Clean Energy Technology Center. The CFAT grant helps to make the project possible by covering up to 80%of the total system cost. For the Orange County Community Climate Action Grant,we are asking for up to 20% of the system cost to provide a local match." DocuSign Envelope ID: 0E2E518B-BEF7-4AF0-8D07-FCD05F094BD6 11 Project Benefits: "We estimate that the EV ARC will provide up to 15,750 electric vehicle miles traveled per year, resulting in a reduction of 14,271 pounds of CO2e per year. If awarded, our plan is to share the positive impacts of this project with Town and County residents. We are also considering signage that would promote and educate about the positive impacts of the project." Grant Dollars Requested Per Metric Ton of Greenhouse Gas Emissions Reduced During Project Lifetime: $118 HRC Comments: No strong equity piece. Low income target population figures are confusing and not well explained.We do not know yet the demographics of who the Mobility On Demand program will serve, but those who own EVs are often higher-income. CFE Comments: The emissions reduction is from both individual electric vehicles and the use of solar panels to provide off-grid power for the stations. While adding two charging stations to such a large parking lot is a small step,this project is only requesting a relatively small amount as they are leveraging another grant to provide 80%of the necessary funds. It is not clear how this project enhances economic development, because the preassembled systems are manufactured in California,there being no existing local source. The main users of the project are a relatively limited number of electric vehicle commuters who use the Eubanks Park and Ride lot, although the number of users is expected to increase as the Carraway development grows.The town's fleet of electric vehicles may also derive a benefit from this project. The project makes clear that this solar charger will be a visible investment supporting the greater use of electric vehicles. The Town of Chapel has the capacity to bring this project to completion, and given the funding, the town is capable of completion is less than a year. 6 Ranked Project—Cedar Falls Park Multipurpose Field LED Light Conversion Applicant (Collaborators):Town of Chapel Hill Cost Estimate: $220,000 Recommended Funding Level: $128,057 (all remaining funds) Total Score(Out of 25 pts): 17.0 Project Description: "The requested funds will be used to purchase and install 40 LED light fixtures to replace 48 existing, less efficient metal halide fixtures located at the Cedar Falls Park multipurpose fields." Project Benefits: "The LEDs will save 38,850 kilowatt hours of electricity and more than $97,150 in utilities over their useful life (25 years).This will result in a savings of 220 metric tons of CO2e.The main beneficiaries of the project are Town residents, as well as multipurpose field users. Residents will benefit from a reduced, long-term impact on operating expenses (lower tax burden) associated with lighting and fixture maintenance. Park users will also benefit from higher quality, more reliable lighting." Grant Dollars Requested Per Metric Ton of Greenhouse Gas Emissions Reduced During Project Lifetime: $999 DocuSign Envelope ID: 0E2E518B-BEF7-4AF0-8D07-FCD05F094BD6 12 HRC Comments:There was no direct social justice or racial equity component demonstrated. Cedar Falls Park is in a relatively white community. CFE Comments:While CFE reviewers liked the concept of replacing high energy consumption lights with LEDs, and the idea of investing in a highly used public park, the cost per unit impact of this project is high.This application does not leverage funds or partnerships very well compared to the town's other applications. The financial benefit of the project includes an estimated $97,150 in utility bill savings plus $99,510 in avoided maintenance costs over the 25 year lifetime of the LEDs.This nearly adds up to the total project cost of 220,000. Any economic development will result from local purchasing of the LEDs, and preference will be given to minority/women owned businesses. Awareness about the project will be shared with the town residents and park users, which can have a positive impact. The plan is well-developed and easily implemented and the Town of Chapel Hill has the capacity to bring the project to a successful conclusion. Applicant is asking for a large amount of funding, and balancing the benefits of this project with the other proposals,the CFE is recommending partial funding for this project using the remaining funds after the higher- ranked projects are funded. With more than 50%of project costs covered by this grant, the Town may still be able to complete most or all of this project through the use of Duke Energy Incentives to reduce the total project cost as well as the large expected lifetime cost savings in reduced energy bills and maintenance expenses. 7 Ranked Project— Orange County Eco-Innovation Park Applicant (Collaborators): Forest Foundation (Green Oil Company, LLC; Greenway Transit Services, LLC; and Carolina Biodiesel, LLC) Cost Estimate: $700,000 Recommended Funding Level: $0 Total Score(Out of 25 pts): 12.3 Project Description: "Orange County Eco-Innovation Park(OCEIP) is an innovation and entrepreneurship incubation park of collaborative businesses and organizations, based on renewable energy, waste biomass and plant derived economies.Together they create a "tool chest" of options for sustainable economic development and training, that can be replicated and appropriately scaled in other communities.At it's core is the GOAL Model, developed from 2004-18 in a HOPE VI Community of color in East Durham. GOAL is a decentralized, closed-loop, multi-nodal,waste-to-fuel-to-transportation, renewable energy system; designed to allow many renewable or recycled waste, or plant-derived business strategies to be added. By doing so, one businesses' waste stream becomes the feedstock of another, overhead and expenses are shared and lowered and resiliency is increased." We would like to use grant funds to: first, assist in permitting hurdles for utilizing our site as a green business incubator and demonstration site; second,to improve the property energy efficiency, such as lighting, solar hot water and biofuel infrastructure; and third,to install some sustainable technology to increase income, efficiency and resiliency that can be demonstrated, scaled and replicated." DocuSign Envelope ID: 0E2E518B-BEF7-4AF0-8D07-FCD05F094BD6 13 Project Benefits: "We project displacing 20,000 gals of diesel or 22 pounds per gallon for 2021. If we are able to conduct our energy efficiency upgrade for the building,we will cut our current bill by about 60K Kwh per year and that energy is split between coal and nuclear and peak load natural gas.We hope to reduce stormwater runoff with a gutter and cistern system, which we can use for grey water and agriculture reducing water usage and lowering greenhouse gases caused by drinking water processing. If we can enhance our composting operation, we can reduce methane emissions (80 times greater greenhouse gas) and sequester carbon in our farming operations, reducing fertilizer needs and added greenhouse gases.A rough estimate of CO2 is 100 tons annually, but could be double that if we can ramp up a food waste diversion system." Grant Dollars Requested Per Metric Ton of Greenhouse Gas Emissions Reduced During Project Lifetime: $350* based on rough estimates by applicant) HRC Comments:While this seems like a worthwhile project, it places little specific emphasis on social justice/racial equity. Additionally,the HRC liked that this project would be located outside of Southern Orange where many of the other projects are focused.The HRC was concerned that the applicant's experience working in East Durham may or may not directly apply to what they are proposing to do in Efland.They felt the application was light on details and was too broad to see direct impacts.This project is also by far the largest request and might not be able to come together quickly. CFE Comments: CFE reviewers liked the ambition and overall idea of the project, but needed to see more specifics, clear goals, and deliverables before they could recommend funding.The Forest Foundation good goals, however,the application describes the project in very general terms, and it was not clear how it would measure success or how long it would take to implement the actions it listed.The Forest Foundation (TFF) also proposed to collaborate with 5 other organizations, but did not describe how they would work with these organizations. The reviewers liked the focus on decreasing GHG emissions by replacing petroleum-based diesel fuel with biodiesel, improved composting, and other improvements in operations. Reviewers also pointed out the applicant's 20 years of experience in environmental education and participating in hundreds of events. The total request ($700k) seemed excessive for the intended scope of the request for grant proposals. If the applicant were to focus on a smaller better-defined and promising piece of the proposal,they would have been far more competitive. No funding was recommended at this time. DocuSign Envelope ID: 0E2E518B-BEF7-4AF0-8D07-FCD05F094BD6 14 Social Justice Racial Equity Local Amount and Scored by the Emissions Efficient use Capacity of Time to Economic Duration of Total Score Final Rank Project Applicant(Collaborators) Funding Human Reduced of Funds Applicant Development Engage-ment Complete Requested Relations Commission) Out of 5 pts) (Out of 4 pts) (Out of 4 pts) (Out of 3 pts) (Out of 3 pts): (Out of 3 pts): (Out of 3 pts): ( Out of 25 Out of 7 is applications) Solar Panels on Habitat for Humanity of OrangeAffordableHabitat 95,000 4.0 3.7 3.7 2.7 2.4 2.3 2.9 21.7 1 Homes County NAACP of Chapel Hill and Water Heater Carrboro(Rebuilding Together of 122,100 4.3 3.2 3.1 3.0 2.6 2.0 3.0 21.2 2 Replacement the Triangle and Habitat for Humanity of Orange Count Cane Creek Reservoir 352.4kW DC Solar OWASA 75,000 1.3 3.7 3.7 3.0 2.3 2.6 3.0 19.6 3 Array Tree Planting Program Town of Chapel Hill 40,000 3.0 2.4 2.7 3.0 1.9 2.4 3.0 18.5 4 Solar-powered Electric Vehicle Charging Town of Chapel Hill 18,500 2.7 2.9 3.3 3.0 1.2 1.7 2.9 17.7 5 Station Cedar Falls Park Multipurpose Field LED Town of Chapel Hill 220,000 1.3 3.1 3.2 3.0 1.8 1.9 2.7 17.0 6 Light Conversion Forest Foundation(Green Oil Orange County Eco- Company,LLC;Greenway Transit Innovation Park Services,LLC;and Carolina 700,000 3.3 2.2 1.2 1.3 1.5 1.3 1.5 12.3 7 Biodiesel LLC U0C L v Total Total 1,270,600 A 3 Budget for 2020-21:$478,657) LPL X C G! IZ CZ Q DocuSign Envelope ID: 0E2E518B-BEF7-4AF0-8D07-FCD05F094BD6 15 ORANGE COUNTY NORTH CAROLINA Community Climate Action Grant Project Selection for FY20 -21 February 2nd , 2021 DocuSign Envelope ID: 0E2E518B-BEF7-4AF0-8D07-FCD05F094BD6 16 Climate Action Fund - Background 4 cent property tax for climate action approved for the 19-20 Budget Decision prioritized projects with Social Justice and Racial Equity benefits Community focus (not operations) First year projects run by County entities Current and future projects open to community through grant program DocuSign Envelope ID: 0E2E518B-BEF7-4AF0-8D07-FCD05F094BD6 Community Climate Action Grant 17 Overall Timeline Itcal Year Jul-Sept Apr-JunJLid 2019-20 19-20 Project Creation and CFE 19-20 Project Evaluation and Ranking BOCC Selection Application Project Review Project Selection Application 2020-21 Created and and Ranking for and Contracting Opens for FY21- Opens for FY20- FY20-21 for 22 Funds 21 Funds FY20-21 Project Ranking and Selection for FY21 -22; Project Review BOCC Review Project Selection 2021-22 and Ranking for aligned with CIP for Application FY22-23 FY22-23 Opens for FY22- 23 Funds DocuSign Envelope ID: 0E2E518B-BEF7-4AF0-8D07-FCD05F094BD6 18 FY20-21 Eligibility Guidelines Non-profits, public entities , and small businesses . All funds must be spent in Orange County. Must have legal standing to receive funds . Ongoing projects eligible if expanding or accelerating . Replacement and repair projects are eligible if not likely to be funded within 5 years. DocuSign Envelope ID: 0E2E518B-BEF7-4AF0-8D07-FCD05F094BD6 19 FY20-21 Scoring Criteria 25 point scale Social Justice and Racial Equity (5pts) Emissions reduced (4 pts) Efficient use of Funds (4 pts) Capacity of Applicant (3 pts) Local Economic Development (3 pts) Amount and Duration of Engagement (3 pts) Time to complete (3 pts) DocuSign Envelope ID: 0E2E518B-BEF7-4AF0-8D07-FCD05F094BD6 20 Summary Table Total Rank Project Applicant (Collaborators) Funding Recommended Score Out of 7 Requested Funding Level Out of applications) 25 is Solar Panels on Affordable Habitat for Humanity of Orange 95,000 95,000 21.7 1 Habitat Homes County NAACP of Chapel Hill and Water Heater Replacement Carrboro (Rebuilding Together of 122,100 122,100 21.2 2 the Triangle and Habitat for Humanity of Orange County) Cane Creek Reservoir 352.4kW DC Solar Array OWASA 75,000 75,000 19.6 3 Tree Planting Program Town of Chapel Hill 40,000 40,000 18.5 4 Solar-powered Electric Vehicle Charging Station Town of Chapel Hill 18,500 18,500 17.7 5 Cedar Falls Park Multipurpose Field LED Light Town of Chapel Hill 220,000 128,057 17.0 6 Conversion Forest Foundation (Green Oil Orange County Eco- Company, LLC; Greenway Transit Innovation Park Services, LLC; and Carolina 700,000 0 12.3 7 Biodiesel, LLC ) Total Max for 2020-21: $478,657) 1,270,600 478,657 DocuSign Envelope ID: 0E2E518B-BEF7-4AF0-8D07-FCD05F094BD6 21 Detailed Table Social Justice/ Racial EquitV Amountand Scored bV the Emissions Efficient use of Capacity of Local Economic Time to Duration of Total Score Final Rank Project Lead Applican Funding Human Reduced Funds Applicant Development Engage-ment Complete t Requested Relations Commission) Out of 5 pts) (Out of 4 pts) (Out of 4 pts) (Out of 3 pts) (Out of 3 pts): (Out of 3 pts): (Out of 3 pts): (Out of 25 pts) Out of 7 applications) Solar Panels on Habitat for Humanity of OrangeAffordableHabitat 95,000 4.0 3.7 3.7 2.7 2.4 2.3 2.9 21.7 1 Homes County Water Heater NAACP of Chapel Hill and 122,100 4.3 3.2 3.1 3.0 2.6 2.0 3.0 21.2 2 Replacement Carrboro Cane Creek Reservoir 352.4kW DC Solar OWASA 75,000 1.3 3.7 3.7 3.0 2.3 2.6 3.0 19.6 3 Array Tree Planting Program Town of Chapel Hill 40,000 3.0 2.4 2.7 3.0 1.9 2.4 3.0 18.5 4 Solar-powered Electric Vehicle Town of Chapel Hill 18,500 2.7 2.9 3.3 3.0 1.2 1.7 2.9 17.7 5 Charging Station Cedar Falls Park Multipurpose Field Town of Chapel Hill 220,000 1.3 3.1 3.2 3.0 1.8 1.9 2.7 17.0 6 LED Light Conversion Orange County Eco- Forest Foundation 700,000 3.3 2.2 1.2 1.3 1.5 1.3 1.5 12.3 7 Innovation Park Total Total 1,270,600 Budget for 2020-21:$478,657) DocuSign Envelope ID: 0E2E518B-BEF7-4AF0-8D07-FCD05F094BD6