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HomeMy WebLinkAbout2022-423-E-Housing-Community Empowerment Fund-FY23 outside agency fundingOrange County Outside Agency Performance Agreement Revised 06/22 Page 1 of 10 OUTSIDE AGENCY PERFORMANCE AGREEMENT THIS AGREEMENT, made and entered into the first day of July 2022, (“Effective Date”) by and between the County of Orange, a political subdivision of the State of North Carolina, Post Office Box 8181, Hillsborough, North Carolina, 27278, ("County") and The Community Empowerment Fund, a not-for-profit corporation, located at 208 N. Columbia St, Ste 100, Chapel Hill, North Carolina 27514 (“Provider”). WITNESSETH: WHEREAS, it is in the interests of the County that said program be assisted by the County and thereby enhance its availability to residents of the County, and said program addresses an important community human services need, as identified by the Board of Commissioners. NOW, THEREFORE, in consideration of the above and the mutual covenants and conditions hereafter set forth, the County and Provider agree as follows: 1. Term of the Agreement. The term of this Agreement shall be a program year beginning July 1, 2022 to June 30, 2023. 2. Scope of Services. a. Provider will provide services, as outlined in the attached Outside Agency Fund ing Application and any amendments or revision thereto which is attached as Exhibit “A” and incorporated by reference, to the residents of Orange County. The Scope of Services and the Program Budget may be different from the original application based on County appropriation; however, any revisions or amendments to this Agreement must be approved in writing by the County and attached to this Agreement as Exhibit B. b. The Provider shall be solely responsible for the means, methods, techniques, sequence, safety program and procedures necessary to properly and fully complete the work set forth in the Scope of Services. 3. Funding. a. The County agrees to appropriate for the provision of services described in Exhibit A, Scope of Services and more particularly described in the Revised Program Budget, the maximum sum of $30,000.00. b. All funds appropriated shall be used for purposes described in Exhibit A. Any funds not used for the purposes stated shall be returned to the County. Any changes in the use of funds must be authorized in writing by the County prior to any expenditure of the funds by the Provider. If the funds are expended not in accordance with the Scope of Services, at the discretion of the County the Provider may be required to repay the funds to the County. c. The Provider shall be paid in four equal installments in the amount of $7,500.00. The first payment is contingent upon receipt of the agency’s performance agreement; the remaining payments are contingent upon receipt of the request for reimbursement and related supporting documentation. d. The County’s obligation to make the quarterly payments is contingent upon receipt of Progress Reports, which show satisfactory progress toward completion of performance measures and an accounting of expenditures as detailed in the attached Scope of Services. DocuSign Envelope ID: 6B366C4A-0FD9-4CC3-82A7-F7842568D4BD Orange County Outside Agency Performance Agreement Page 2 of 10 Rev.06/22 e. Once Provider has satisfied its obligations as provided in (d) payment will be made 21 days after receipt of the Progress Report and Request for Reimbursement or 21 days after due date of Progress Report whichever is later. f. The County is not obligated to provide any other support to Provider in this or in succeeding fiscal years. 4. Agency Reporting. a. Provider will provide Orange County a Progress Report that includes a fiscal report and updates on performance measures as outlined in the Scope of Services. Progress Report dates are: July 1 – December 31; January 1 – March 31 and April 1 - June 30. Reports are due on January 9, April 10, and July 10 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. Termination for Cause. In the event of any of the circumstances set forth below (hereinafter referred to as “default”), the County may immediately terminate this Agreement, in whole or in part, and from time to time. Notice of termination must be in writing, state the reason or reasons for the termination, and specify the effective date of the termination: i. In the event that Provider shall cease to exist as an organization or shall enter bankruptcy proceedings, be declared insolvent, or liquidate all or substantially all of its assets, or significantly reduce its services or accessibility to Orange County residents during the term of this Agreement; or ii. In the event that Provider shall fail to render a satisfactory accounting as provided section 4 above, the County may terminate this Agreement and Provider shall return all payments already made to it by the County for services which have not been provided or for which no satisfactory accounting has been rendered; or iii. In the event of any fraudulent representation by the Provider in an invoice or other verification required to obtain payment under this Agreement or other dishonesty on a material matter relating to the performance of services under this Agreement. iv. Nonperformance, incomplete service or performance, or failure to satisfactorily perform any part of the work identified in the Scope of Services or to comply with any provision of this Agreement, as determined by the County in its sole discretion. v. Failure to adhere to the terms of applicable county, state or federal laws, regulations, or stated public policy. b. In the event of default by the Provider, the county may elect to terminate this Agreement, in whole or in part and/or require the Provider to repay the funds within ten (10) business days from written notice of default. The County may (but shall not be required to) grant the Provider an opportunity to cure the default without termination of this Agreement. This clause shall not be interpreted to limit the County’s remedies in law or in equity. 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 DocuSign Envelope ID: 6B366C4A-0FD9-4CC3-82A7-F7842568D4BD Orange County Outside Agency Performance Agreement Page 3 of 10 Rev.06/22 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. e. Waiver. The payment of any sums by the County under this Agreement or the failure of the County to require compliance by the Provider with any provisions of this Agreement or the waiver by the County of any breach of this Agreement shall not constitute a waiver of any claim for damages by the County for any breach of this Agreement or a waiver of any other required compliance with this Agreement. 6. Responsibilities of the County. Cooperation and Coordination. The County has designated (Corey Root) to act as the County's representative with respect to the Project who shall have the authority to render decisions within guidelines established by the County Manager or the County Board of Commissioners and who shall be available during working hours as often as may be reasonably required to render decisions and to furnish information. 7. 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. Cyber Liability. For protection from claims resulting from data breach, virus, and cyberattack; iii. 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; iv. Comprehensive Automobile Liability Insurance, including hired and non-owned vehicles, if any, covering personal injury or death, and property damage; and v. 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. vi. Sexual Misconduct. Sexual Abuse/Molestation Insurance is required when Provider works directly one-on-one with children, elderly or other at-risk populations. 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 DocuSign Envelope ID: 6B366C4A-0FD9-4CC3-82A7-F7842568D4BD Orange County Outside Agency Performance Agreement Page 4 of 10 Rev.06/22 NC & Coverage B - Employers Liability $500,000 each accident, disease policy limit and disease each employee  Cyber Liability $1,000,000 Each Occurrence; $2,000,000 Aggregate  Commercial General $1,000,000 Each Occurrence Liability $2,000,000 Aggregate  Automobile Liability $1,000,000 Combined Single Limit  Professional Liability $1,000,000 Each Occurrence $2,000,000 Aggregate  Sexual Misconduct $1,000,000 Each Occurrence $2,000,000 Aggregate c. All insurance policies (with the exception of Worker's Compensation and Professional Liability) required under this Agreement shall name the County as an additional insured party and as a certificate holder. For more information see the Orange County Risk Transfer Policy and Orange County Minimum Insurance Coverage Requirements, (each document is incorporated herein by reference and may be viewed at http://www.orangecountync.gov/departments/purchasing_division/contracts.php.) 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. 8. General Provisions. 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 identified, on the list created by the State Treasurer pursuant to G.S. 147-86.58. By executing this Agreement Provider certifies that Provider has not been identified, and has not utilized the services of any agent or subcontractor identified, on the list created by the State Treasurer pursuant to G.S. 147-86.81. b. Non-Discrimination. Provider agrees as part of consideration of the granting of funds by Orange County the parties hereto for themselves, their agents, officials, employees and servants agree not to discriminate in any manner of these basis of race, color, gender, national origin, age, handicap, religion, sexual orientation, familial status or veterans status with reference to any activities carried out by the grantee, no matter how remote. The parties hereto further agree in all respects to conform to the provision and intent of Orange County Civil Rights Ordinance, as amended and the Orange County Non-discrimination Policy, which is incorporated herein by reference and can be viewed at http://www.orangecountync.gov/departments/purchasing_division/contracts.php. The County may enforce this provision by an 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. DocuSign Envelope ID: 6B366C4A-0FD9-4CC3-82A7-F7842568D4BD Orange County Outside Agency Performance Agreement Page 5 of 10 Rev.06/22 c. Dispute Resolution. Any and all suits or actions to enforce, interpret or seek damages with respect to any provision of, or the performance or non-performance of, this Agreement shall be brought in the General Court of Justice of North Carolina sitting in Orange County, North Carolina. It is agreed by the parties that no other court shall have jurisdiction or venue with respect to such suits or actions. Binding arbitration may not be initiated by either Party, however, the Parties may agree to nonbinding mediation of any dispute prior to the bringing of such suit or action. d. 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 Orange County Living Wage Policy, which is incorporated herein by reference, can be viewed at: http://www.orangecountync.gov/departments/purchasing_division/contracts.php. The County’s living wage is $15.85 per hour. To the extent possible, Orange County recommends that Provider provide a living wage to its employees. e. 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. f. 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. g. 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. h. 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. i. 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. j. 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. k. 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 DocuSign Envelope ID: 6B366C4A-0FD9-4CC3-82A7-F7842568D4BD Orange County Outside Agency Performance Agreement Page 6 of 10 Rev.06/22 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. l. Entire Agreement. This Agreement represents the entire and integrated agreement between the County and the Provider and supersedes all prior negotiations, representations or agreements, either written or oral. This Agreement may be amended only by written instrument signed by both parties. Modifications may be evidenced by facsimile signatures. m. Notices. Any notice required by this Agreement shall be in writing and delivered by certified or registered mail, return receipt requested to the following: Orange County Provider’s Name Community Empowerment Fund Attention: Corey Root Attention: Donna Carrington P.O. Box 8181 Address: 208 N. Columbia St, Suite 100 Hillsborough, NC 27278 Chapel Hill, NC 27514 Email:croot@orangecountync.gov Email: developement@communityef.org n. 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 _____________________________ _______________________ Donna Carrington, Executive Director Date For and on behalf of Orange County Government _______________________________ ________________________ Bonnie Hammersley, County Manager Date DocuSign Envelope ID: 6B366C4A-0FD9-4CC3-82A7-F7842568D4BD 8/24/2022 8/31/2022 Orange County Outside Agency Performance Agreement Page 7 of 10 Rev.06/22 ORANGE COUNTY—DEPARTMENT USE ONLY ______________________________________________________________________________ Party/Vendor Name: Community Empowerment Fund Party/Vendor Contact Person: Donna Carrington Contact Phone: 919-200-0233 Party/Vendor Address: 208 N. Columbia St, Suite 100 City Chapel Hill State: NC Zip: 27514 Department: Housing Department Amount: $30,000.00 Purpose: FY23 Outside Agency Funding Budget Code(s): 10290050-719064 Vendor # 61695 (N/A if new vendor) Vendor is a BOCC consultant? Yes No Contract Type: (Check one) New Renewal Amendment Effective Date 08/19/2022 Approved by Board Yes No Agenda Date: This agreement is approved as to technical form and content and I as Department Director affirmatively state work on this project has not been initiated prior to execution of the agreement: Department Director’s Signature ________________________________________ Date: ________ Agreements for emergency services or repair are not subject to the above affirmation. If services related to this agreement have already begun or been completed please briefly describe the nature of the emergency condition that was addressed: 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: 6B366C4A-0FD9-4CC3-82A7-F7842568D4BD 8/30/2022 8/30/2022 8/30/2022 8/31/2022 Orange County Outside Agency Performance Agreement Page 8 of 10 Rev.06/22 Exhibit A Provider’s Outside Agency Application DocuSign Envelope ID: 6B366C4A-0FD9-4CC3-82A7-F7842568D4BD Orange County Outside Agency Performance Agreement Page 9 of 10 Rev.06/22 Exhibit B Provider’s Revised Scope of Services and Program Budget DocuSign Envelope ID: 6B366C4A-0FD9-4CC3-82A7-F7842568D4BD Orange County Outside Agency Performance Agreement Page 10 of 10 Rev.06/22 ATTACHMENT “A” Orange County Certifications – FY 2022-2023 Outside Agency Performance Agreement Chief Contact, Administrators, Chief Executive Officer and Chief Financial Officer I certify that I have provided a list of the chief contact, administrators, chief executive officer and chief financial officer for my agency with this Agreement and that I will keep it current to the County of Orange. The list should be in writing with the name, title, residential address; phone and email address and if possible, fax number. Officers and Board of Directors I certify that I have provided a current list of the Officers and Board of Directors with this Agreement and that we will continue to update the list as changes occur. The list should be in writing, with the name, physical address, mailing address and if possible, phone, fax and email address. Budget Submission I certify that I have provided a budget for the period to be covered by funding Orange County, and that any substantive changes made to this budget have been in advance authorized in writing by Orange County. Annual Financial Review I certify that I have provided a copy of the latest annual Financial Review for our agency and the budget adopted by the agency for the fiscal years encompassing this Agreement. If not, please explain on a separate sheet of paper. Alignment with Organization’s Mission I certify that the programs and services for which this funding is requested align with the mission of the organization. Intended Purpose I certify that the funds provided to the agency under the terms of this Agreement will be used for a public purpose and shall only be used for the purposes intended and any money not used for those purposes will be promptly returned to Orange County. Certified by: _______________________ Title: __________________________ Date: ___________ (Provider’s Signature) DocuSign Envelope ID: 6B366C4A-0FD9-4CC3-82A7-F7842568D4BD 8/24/2022Executive Director EXHIBIT “B” Scope of Services – FY 22-23    -      Outside Agency Performance Agreement Agency Name:     The Community Empowerment Fund Program Name:   Advocate Program  Funding Award:   $30,000  Outline how the agency will spend Orange County’s funding award. Expense Description Amount      Advocate Program Personnel  $30,000  Program Services Outline the critical services (activities) the agency will employ to attain the Anticipated Outcomes below, by June 30, 2023     . ● Employment: Building resumes, applying for jobs, acquiring interview attire, gaining soft skills, expunging criminal records, and connecting to employers      ● Financial Capability & Services: Opening bank accounts, building buffets, monitoring expenses, planning for the future, setting savings goals, building credit      ● Housing: Searching for housing, communicating effectively with landlords, acquiring deposit/move-in assistance, paying bills on time, reducing utility expenses, support for first-time home buyers      Anticipated Outcomes The Anticipated Results column must include quantifiable results in the form of number of persons/units served within Orange County, only (all Towns and municipalities). If you use percentages, you must also provide the total number of participants within that measure’s description or for an earlier performance measure. Performance Measures Anticipated Results  Track completion of Financial Coaching courses by CEF Members. Each course is an interactive, hands-on module Members complete with the help of their Advocate to work towards their personal goals, such as budgeting, reducing credit, or building savings. 416 participants  (32%)      Assess the housing status upon intake and document changes in housing status, determined through regular updates and continued follow-up with Members. Advocates will work with Members to obtain vouchers, find and apply for units, and provide any other housing-related assistance needed to support Members in finding and securing stable housing. 104 participants (8%)   Assess employment status upon intake and document changes in employment status through weekly meetings and regular follow-up with members. Advocates will support Members with updating and creating resumes, practicing and preparing for interviews, and searching and applying for jobs. 65 participants (5%)     Certified by: ______ _ Title: _Director of Development & Finance Date: 8/18/2022 (Provider ’s Signature) DocuSign Envelope ID: 6B366C4A-0FD9-4CC3-82A7-F7842568D4BD COVER PAGE Applicant Contact Information Applicant Organization’s Legal Name: The Community Empowerment Fund Applicant Organization’s Physical Address: 208 N. Columbia St, Ste 100, Chapel Hill, NC 27514 Applicant Organization’s Mailing Address: 208 N. Columbia St, Ste 100, Chapel Hill, NC 27514 Applicant Organization’s Web Address: www.communityef.org Executive Director: Donna Carrington Telephone Number: 919-797-9233 E-Mail: development@communityempowermentfund.org Tax ID Number: 27-0428981 Funding Request Please list all Fiscal Year 2023 Human Services (HS) funding requested for all programs and the proposed use of funds (please list program name only ) Briefly explain your proposed use of funds: CEF will use funds from the Town of Carrboro, Town of Chapel Hill, and Orange County to support the salary and benefits for Advocate Program staff, including the Advocate Program Coordinator and Member Services Coordinator. Staff members provide direct support to Members experiencing homelessness and housing insecurity; recruit, train, and coordinate CEF’s 160+ volunteer Advocates; manage partnerships; and maintain CEF’s financial tools, including the Safe Savings Program and the Financial Coaching curriculum. Cover Page Page 7 of 30 Program Carrboro - HS Chapel Hill - HS Orange County-HS Total Ex. Youth Afterschool Program Operations or Personnel $10,000 Operation s $15,000 Personnel $5,000 Operations $30,000 Advocate Program $6,000 Personnel $50,000 Personnel $30,000 Personnel $86,000 Totals $6,000 $50,000 $30,000 $86,000 DocuSign Envelope ID: 6B366C4A-0FD9-4CC3-82A7-F7842568D4BD To the best of my knowledge and belief all information and data in this application is true and current. The document has been duly authorized by the governing board of the applicant. Signature: Executive Director Date 1/5/2022 Signature: Board Chairperson Date 1/5/2022 DISCLOSURE OF POTENTIAL CONFLICTS OF INTEREST AND NON-DISCRIMINATION CLAUSE Are any of the Board Members or employees of the agency which will be carrying out this program or members of their immediate families, or their business associates. YES NO ☐ ☒ a) Employees of or closely related to employees of the Town of Carrboro, the Town of Chapel Hill, or Orange County? ☐ ☒ b) Members of or closely related to members of the governing bodies of the Town of Carrboro, the Town of Chapel Hill, or Orange County? ☒ ☐ c) Current beneficiaries of the program for which funds are being requested? ☐ ☒ d) Paid providers of goods or services to the program or having other financial interest in the program? If you have answered YES to any question, please provide a full explanation below . c) CEF has incorporated into our By-Laws the requirement that at least one former or current beneficiary (Member) of our program serve on the Board of Directors at all times. Currently, two Members serve on the Board of Directors. These members of the Board of Directors provide invaluable advice based on their particular experiences working with the organization directly, and like all members of the Board of Directors, sign an annual conflict of interest disclosure outlining any potential conflicts that may arise based on their dual relationship with the organization. Cover Page Page 8 of 30 DocuSign Envelope ID: 6B366C4A-0FD9-4CC3-82A7-F7842568D4BD 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: Executive Director Date 1/5/2022 Signature: Board Chairperson Date 1/5/2022 Cover Page Page 9 of 30 DocuSign Envelope ID: 6B366C4A-0FD9-4CC3-82A7-F7842568D4BD AGENCY INFORMATION Please provide the following information about your agency: 1.Date of Incorporation (Month/Year) : October 2010 2.Agency’s Purpose/Mission (no more than a few sentences): The Community Empowerment Fund (CEF) cultivates opportunities, assets, and communities that support the alleviation of homelessness and poverty. CEF supports individuals, or “Members,” experiencing homelessness and housing insecurity to secure housing, gain employment, connect to supportive resources, and build financial well-being. Our approach combines person-centered support with financial services that pursue equity in order to reduce the racial wealth gap. 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 100 words). Since 2009, CEF has supported Orange County residents experiencing homelessness and housing insecurity. Through our tools, 1,286 CEF Members have secured employment, 1044 have gained housing, 37 have become first-time homeowners, and 880 have saved $1.5 million dollars. CEF has received funding from Orange County and the Towns of Chapel Hill and Carrboro since 2013, and we have always met budgets and provided timely reports. CEF has also been funded by many other government and private funders, including the City of Durham, Durham County, Duke University, UNC-Chapel Hill, Oak Foundation, Triangle Community Foundation, and others. 4.Living Wage: Does this agency pay permanent employees a minimum living wage ? (Yes / No) Yes If yes, is this agency an Orange County Living Wage Certified Employer ? Yes If no, please briefly explain. Schedule of Positions: # of FTE – Full-Time Paid Positions: 11 # of FTE – Part-Time Paid Positions: .5 Cover Page Page 10 of 30 DocuSign Envelope ID: 6B366C4A-0FD9-4CC3-82A7-F7842568D4BD NEW THIS YEAR Consistent with our commitment to equity and inclusion, the Towns of Chapel Hill and Carrboro and Orange County Government are taking steps together to center racial equity in the Human Services Funding Program. Over the course of the next year, the Towns and County will conduct a comprehensive racial-equity analysis of the program and we are requesting basic information about your organization’s racial equity work. a.Please describe how you have involved the intended beneficiaries of the proposed project in the planning and design process (in 100 words or less). CEF believes that those who have directly experienced with homelessness and poverty are best equipped to identify solutions. We center power among those with lived experience with homelessness and poverty, and especially among current or recent Members. Two permanent board seats are reserved for Member representatives. The Executive Director and three other staff have lived experience and we encourage Members to apply to job openings. Members also lead and contribute to CEF’s advocacy efforts, arts projects, and selecting and training Advocates. Member input is being prioritized in our current strategic planning process via surveys, stakeholder interviews, and more. b.How has your organization incorporated racial equity goals into your organizational goals? CEF is explicitly anti-racist and committed to pursuing equity and ending the racial wealth gap. Early in CEF’s history, a Co-Director model was established with the aim of reducing hierarchy. While some BIPOC (Black, Indigenous, and other People of Color) and former Members were hired, the leadership structure remained predominantly white and it took almost a decade for the organization to critique how white supremacy and racism showed up in everyday operations. From 2018-2020, CEF worked with outside evaluators on a capacity-building process to address the harm caused to Black staff members and other problematic dynamics. With more direct conversations about race and racism, the team recognized that the best way for them to combat white supremacy in the organization is to move away from the non-hierarchical structure and towards one in which power is centered among BIPOC and people with lived experience of homelessness and poverty. This decision led to the transition to an Executive Director leadership model, Donna Carrington’s promotion to this role, and other changes to board and HR practices. All staff are now required to participate in racial caucuses, a staff-wide anti-racist book club, and the Equity Paradigm’s Racial Equity Cohort. c.Please fill in the below questions and provide any additional context on the racial composition of the organization and board leadership: i.% of staff that are Black, Indigenous, or People of Color (BIPOC) : 40% Cover Page Page 11 of 30 DocuSign Envelope ID: 6B366C4A-0FD9-4CC3-82A7-F7842568D4BD ii.% of board that are BIPOC: 57% iii.% of staff that have attended racial equity training: 100% d.Please describe any additional activities your organization is doing to address racial equity. CEF is currently undergoing a strategic planning process that will be completed by May 2022. Racial equity is a key value that will be centered throughout this process. We are also planning several ways to incorporate Member input, including surveys, focus groups, and participation in retreats. Our aim is for the resulting strategic plan to reflect the experiences and priorities of Members, who are 62% Black/African-American and 11% other people of color. Cover Page Page 12 of 30 DocuSign Envelope ID: 6B366C4A-0FD9-4CC3-82A7-F7842568D4BD PROGRAM INFORMATION *Please submit for each program if applying for funding for more than one program. 6. Program Name: Advocate Program Program Primary Contact and Title: ari rosenberg, Director of Development & Finance Telephone Number: (919) 200-0233 E-Mail: development@communityempowermentfund.org 7. Please briefly describe the proposed program, including an explanation of how it aligns with the Town of Chapel Hill and Carrboro’s Results Framework , and Orange County BOCC Goals and Priorities , and the target population to benefit from the program. (250 words or less) The CEF Advocate Program provides one-on-one assistance to help Orange County residents who are homeless or experiencing housing insecurity to gain employment, secure housing, build financial savings, and access community resources. The program aligns with Orange County’s first goal of ensuring “a community network of basic human services and infrastructure” and with Chapel Hill and Carrboro’s second strategic objective of increasing “livelihoods security” by helping residents access safety net services (2.1) and increase job skills (2.2). The target population is Orange County residents who are low-income (below 80% AMI) and experiencing homelessness, housing insecurity, or financial insecurity. 8. Target Population: Please complete the table below with numbers (not percentages) of individuals served and projected to be served. Cover Page Page 13 of 30 Program Target Population Demographics Projected 2020-2021 Actual 2020-2 021 Projected 2021-202 2 Project ed 2022-20 23 Gender Men 516 396 427 433 Women 673 551 594 603 Nonbinary/Genderqueer 11 8 9 9 Self-Describe 0 0 0 0 Total 1200 955* 1029 1045 Race and Ethnicity DocuSign Envelope ID: 6B366C4A-0FD9-4CC3-82A7-F7842568D4BD * Total population served 2020-2021 was 1,015 Members. Some category totals do not add up to this amount because all of our demographic information is self-reported by Members and some choose not to share their personal information such as age, race, and gender. ** Includes 194 Members who are transient or unhoused and did not identify as living in a specific location, but many reside in and around Orange County. Cover Page Page 14 of 30 Black or African-American 744 605 672 682 American Indian or Alaska Native 12 9 10 10 Asian Indian [all Asian identifying] 7 9 10 10 White 324 215 239 242 Native Hawaiian or other Pacific Islander 5 4 4 5 Chinese Japanese Vietnamese n/a n/a n/a n/a Filipino Korean Some other race [or 2+ races] 108 85 94 96 Total 1200 927* 1029 1045 Of the above, how many Hispanic, Latino or Spanish origin 60 53 54 55 Of the above, how many non-Hispanic, Latino or Spanish origin 1040 962 975 990 Total 1200 1015 1029 1045 Age 0-5 years 0 0 0 0 6-18 years 1 1 1 1 19-50 years 492 625 646 656 51+ years 707 370 382 388 Total 1200 996* 1029 1045 Geographic Location Town of Chapel Hill 432 333 338 343 Town of Carrboro 83 74 75 76 Orange County (Outside of Chapel Hill/Carrboro) 226 23 23 24 Outside of Orange County** 459 585 593 602 Total 1200 1015 1029 1045 Income Low-income (80% of the Area Median Income and Below) Please see income table in the attachments 1200 1015 1029 1045 Total 1200 1015 1029 1045 DocuSign Envelope ID: 6B366C4A-0FD9-4CC3-82A7-F7842568D4BD 9. Cost Per Individual This cost per individual must reflect the total program budget divided by the total number of program individuals in this application. Cover Page Page 15 of 30 Actual 2020-2021 Projected 2021-2022 Projected 2022-2023 Total Cost of Program $676,852 $784,234 $901,869 Total # of Individuals 1015 1200 1045 Cost Per Individual $667 $654 $863 DocuSign Envelope ID: 6B366C4A-0FD9-4CC3-82A7-F7842568D4BD 10. Performance Indicators For Chapel Hill and Carrboro applicants: Please complete the following chart with information about the Strategic Objective, Intermediate Result, and the Agency Performance Indicator for each program for which you are applying for funding. Please see the Results Framework in the Attachments section as a reference. Program Name: Advocate Program Cover Page Page 16 of 30 Strategic Objective (please choose one from the Results Framework) □Children improve their educational outcomes ☒Residents Increase their livelihood security □Residents improve their health outcomes Intermediate Result ( please choose one from the Results Framework) Insert Intermediate Result here. 2.1 Residents access the most appropriate social safety net services 2.2 Residents increase job skills appropriate for the local economy RESULTS Actual 2020-2021 Projected 2021-2022* Projected 2022-2023 Performance Indicators ( Please choose at least one performance indicator to report on from the Results Framework, and add additional performance indicators that you would like to report to the Towns. Please insert additional rows Insert Performance Indicator here. (2.1) % and # of program participants who complete at least 1 financial goal 21% 214 20% 206 20% 209 (2.1) % and # of program participants who were homeless or experiencing unstable housing who obtain housing 11% 116 12% 123 12% 125 (2.2) % and # of program participants who secure employment 7% 67 8% 82 8% 84 DocuSign Envelope ID: 6B366C4A-0FD9-4CC3-82A7-F7842568D4BD *Note that CEF’s Projected Results for 2021-2022 have changed since the 2021-2022 application was submitted. These projections are adjusted based on year to date activity, including Members being more successful than expected finding housing and employment. While we expected financial coaching outcomes to remain high after 2020, but as Members re-defined priorities this was not the case. Cover Page Page 17 of 30 as needed, listing one per row). DocuSign Envelope ID: 6B366C4A-0FD9-4CC3-82A7-F7842568D4BD Outside Agencies/Human Services    Please use the drop down menu below to select which function area best aligns with your agency and program(s) in which you are requesting funding. Please select only one from the drop-down menu below. Other If you selected other, please tell us what function area best aligns with your organization: Housing, Community Services, Financial Services Please indicate three program goals/performance measures below. A few notes: ●If you use percentages, please put the actual number equivalence. ●Please ensure your performance measures are outcome based and not outputs. Cover Page Page 18 of 30 Program Goal # 1 20% of participants will meet at least 1 financial goal Performance Measure (How will you accomplish your goal?) Track completion of Financial Coaching courses by CEF Members. Each course is an interactive, hands-on module Members complete with the help of their Advocate to work towards their personal goals, such as budgeting, reducing credit, or building savings. Actual Results (Outcome) Ending FY2021 21% 214 Projected Results* (Outcome) Ending FY2022 20% 206 Projected Results (Outcome) Ending FY2023 20% 209 Program Goal # 2 12% of participants who are homeless or experiencing unstable housing will obtain housing Performance Measure (How will you accomplish your goal?) Assess the housing status upon intake and document changes in housing status, determined through regular updates and DocuSign Envelope ID: 6B366C4A-0FD9-4CC3-82A7-F7842568D4BD Outside Agencies/Human Services    *Note that CEF’s Projected Results for 2021-2022 have changed since the 2021-2022 application was submitted. These projections are adjusted based on year to date activity, including Members being more successful than expected finding housing and employment. While we expected financial coaching outcomes to remain high after 2020, but as Members re-defined priorities this was not the case. Cover Page Page 19 of 30 continued follow-up with members Actual Results (Outcome) Ending FY2021 11% 116 Projected Results* (Outcome) Ending FY2022 12% 123 Projected Results (Outcome) Ending FY2023 12% 125 Program Goal # 3 8% of participants will secure employment Performance Measure (How will you accomplish your goal?) Assess employment status upon intake and document changes in employment status through weekly meetings and regular follow-up with members. Actual Results (Outcome) Ending FY2021 7% 67 Projected Results* (Outcome) Ending FY2022 8% 82 Projected Results (Outcome) Ending FY2023 8% 84 DocuSign Envelope ID: 6B366C4A-0FD9-4CC3-82A7-F7842568D4BD 08/05/2022 Summers Insurance Group 2113 Cameron St., Suite 219 Raleigh NC 27605-1370 Deborah Mason (919) 968-4472 debbie.mason@relationinsurance.com Community Empowerment Fund 208 N Columbia St Ste 100 Chapel Hill NC 27514 USLBIC - United States Liability Ins Co 25895 AmTrust Insurance Company 15954 CL228509610 A NPP1580143D 01/26/2022 01/26/2023 1,000,000 100,000 5,000 1,000,000 2,000,000 A NPP1580143D 01/26/2022 01/26/2023 B QWC1224924 08/11/2022 08/11/2023 100000 100000 500000 A Directors & Officers Liability NDO1574101 08/11/2022 08/11/2023 Each Claim $1,000,000 Full Prior Acts Informational Purposes Only Orange County Government Attn: Risk Manager 200 S. 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