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HomeMy WebLinkAbout2022-458-E-Housing-Habitat for Humanity of Orange County-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 Habitat for Humanity of Orange County, a not-for- profit corporation, located at 88 Vilcom Center Drive, Suite L110, 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 $80,000.00. 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 $20,000.00. 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: 8FB59CAE-7797-437E-9F60-080467F0F56B 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 invoi ce 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: 8FB59CAE-7797-437E-9F60-080467F0F56B 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: 8FB59CAE-7797-437E-9F60-080467F0F56B 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: 8FB59CAE-7797-437E-9F60-080467F0F56B 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: 8FB59CAE-7797-437E-9F60-080467F0F56B 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 Habitat for Humanity of Orange County Attention: Corey Root Attention: Jennifer Player P.O. Box 8181 Address: 88 Vilcom Center Drive, Suite L110 Hillsborough, NC 27278 Chapel Hill, NC 27514 Email:croot@orangecountync.gov Email: jplayer@orangehabitat.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 _____________________________ _______________________ Jennifer Player, President Date For and on behalf of Orange County Government _______________________________ ________________________ Bonnie Hammersley, County Manager Date DocuSign Envelope ID: 8FB59CAE-7797-437E-9F60-080467F0F56B 9/8/2022 9/12/2022 Orange County Outside Agency Performance Agreement Page 7 of 10 Rev.06/22 ORANGE COUNTY—DEPARTMENT USE ONLY ______________________________________________________________________________ Party/Vendor Name: Habitat for Humanity of Orange County Party/Vendor Contact Person: Jennifer Player Contact Phone: 919-932-7077 ext 215 Party/Vendor Address: 88 Vicom Center Drive, Suite L110 City Chapel Hill State: NC Zip: 27514 Department: Housing Department Amount: Purpose: FY23 Ouside Agency Funding Budget Code(s): 10290050-710023 Vendor # 15086 (N/A if new vendor) Vendor is a BOCC consultant? Yes No Contract Type: (Check one) New Renewal Amendment Effective Date 09/07/2022 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: 8FB59CAE-7797-437E-9F60-080467F0F56B 9/9/2022 9/10/2022 9/12/2022 9/12/2022 Orange County Outside Agency Performance Agreement Page 8 of 10 Rev.06/22 Exhibit A Provider’s Outside Agency Application DocuSign Envelope ID: 8FB59CAE-7797-437E-9F60-080467F0F56B 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: 8FB59CAE-7797-437E-9F60-080467F0F56B 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 covere d 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 age ncy 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: 8FB59CAE-7797-437E-9F60-080467F0F56B DocuSign Envelope ID: 8FB59CAE-7797-437E-9F60-080467F0F56B Cover Page P a g e 6 o f 23 COVER PAGE Applicant Contact Information Applicant Organization’s Legal Name: Habitat for Humanity of Orange County 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: Jennifer Player Telephone Number: (919) 932-7077 ext. 215 E-Mail: jplayer@orangehabitat.org Tax ID Number: 58-1603427 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) Program Carrboro – HS Chapel Hill - HS Orange County-HS Total Home Preservation $0 $0 $80,000 Personnel $80,000 Personnel Totals $0 $0 $80,000 $80,000 Briefly explain your proposed use of funds: Habitat proposes to use a total of $80,000 in Human Services funds to complete 90 repairs on 28 homes for low- to moderate-income homeowners in Orange County during FY2023 through Habitat’s Home Preservation program. Funding will help to cover personnel costs for key construction and program staff. These funds fill a critical need for our organization as many funds supporting the Home Preservation program cannot be spent on necessary expenses like staffing. The pandemic has made clear that it is both a public health and a moral imperative to keep people safely in their homes. Populations that have been disproportionately impacted by COVID-19, such as the elderly, disabled, and communities of color, are the target demographics served by Habitat’s Home Preservation program in Orange County. In order to protect vulnerable residents, Habitat was forced in the first year of COVID-19 to significantly limit the number of homes that staff entered to complete repairs. At the same time, the need for and importance of these services has only grown. This investment of $80,000 in Human Services funding from Orange County will ensure that Habitat can continue to protect individual and community health while preserving the naturally occurring stock of affordable housing across the County. 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: 1/13/2022 Executive Director Date Signature: 1/13/2022 Board Chairperson Date DocuSign Envelope ID: 8FB59CAE-7797-437E-9F60-080467F0F56B Cover Page P a g e 7 o f 23 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. 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 inf ormation 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: 1/13/2022 Executive Director Date Signature: 1/13/2022 Board Chairperson Date DocuSign Envelope ID: 8FB59CAE-7797-437E-9F60-080467F0F56B Program information P a g e 8 o f 23 AGENCY INFORMATION Please provide the following information about your agency: 1. Date of Incorporation (Month/Year): April 1984 2. Agency’s Purpose/Mission (no more than a few 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 100 words). Habitat is requesting funding for its Home Preservation repair program. Habitat first began completing exterior home repairs in 2010. In 2016, Habitat piloted providing critical repairs to homeowners in the Northside and Pine Knolls neighborhoods. Since that time, Habitat has offered a wide range of interior and exterior repairs to homeowners countywide. Habitat has received government funding for this program since its inception and has proven its ability to successfully complete and report on the agreed upon work. In total, Habitat has successfully completed over 200 affordable home repair projects in Orange County. 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: 22 # of FTE – Part-Time Paid Positions: 3 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). While the specific homeowners who will be served next fiscal year have not yet been identified, Habitat continually seeks feedback from previous program beneficiaries, which is used to assess and improve the program. Surveys and conversations at the time of project completion provide valuable insights into the experiences and needs of program beneficiaries. Habitat also works closely with community-based organizations such as the Marian Cheek Jackson Center, the Rogers-Eubanks Neighborhood Association, and the Northside Compass Group to ensure that our programs are well-aligned with the goals and priorities of historically underserved neighborhoods where residents are at high risk of displacement due to rising costs. b. How has your organization incorporated racial equity goals into your organizational goals? DocuSign Envelope ID: 8FB59CAE-7797-437E-9F60-080467F0F56B Program information P a g e 9 o f 23 As a housing nonprofit working within the systemically racist framework of American housing policy and in service to disinvested communities, we recognize the need to do more to actively center racial equity in our work. As a starting point, Habitat has prioritized providing funding and paid time off for staff to participate in intensive racial equity training through the Racial Equity Institute (REI). In 2021, Habitat implemented a policy that requires racial equity training for all new staff as a component of onboarding, with the goal of 100% staff participation. We have also hired a racial equity consultant through BIWA|Emergent Equity who is working with a group of staff and board members to assess organizational culture and to identify underlying characteristics of white supremacy that must be addressed for Habitat to serve our community in a way that ensures we do not perpetuate harm. In 2021, Habitat amended our policy to better serve the Latinx population by expanding our definition of qualifying households to include those with TPS or DACA status, in addition to U.S. citizens and legal permanent residents. In our most recent application period, Habitat intentionally focused outreach efforts on the Latinx community and families at risk of displacement from local manufactured home parks in addition to partnering with African American churches and the NAACP branches both in Chapel Hill/Carrboro and Northern Orange County. Habitat is committed to serving people of color in our community through our repair and homeownership programs and to working to identify and address barriers to homeownership. 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): 25% ii. % of board that are BIPOC: 31% iii. % of staff that have attended racial equity training: 52% d. Please describe any additional activities your organization is doing to address racial equity. Habitat recently produced a report about the organization’s role in addressing the racial wealth gap through homeownership in Orange County. We are planning a public launch event in 2022 to discuss the results, with the goal of starting a community conversation about the connections between homeownership, wealth inequality, and racial equity. Staff members are also participating in a working group convened by Habitat for Humanity International that is focused on increasing Black homeownership rates both locally and nationally. PROGRAM INFORMATION *Please submit for each program if applying for funding for more than one program. 6. Program Name: Home Preservation Program Primary Contact and Title: Alice Jacoby, Vice President of Policy & Advocacy Telephone Number: (919) 932-7077 ext. 216 E-Mail: ajacoby@orangehabitat.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) Habitat’s Home Preservation Program provides affordable repairs to low- to moderate-income homeowners in Orange County. The program’s target population is elderly and/or disabled homeowners who struggle to afford regular or critical home maintenance. The County recognizes in their goals the need for strong social DocuSign Envelope ID: 8FB59CAE-7797-437E-9F60-080467F0F56B Program information P a g e 10 o f 23 services that maintain, protect and promote residents’ well-being. The Home Preservation program directly addresses these goals. A safe, stable, and healthy home is an important factor in mental and physical health and in family and community stability. By helping people stay in their homes safely and affordably, the Home Preservation program will directly improve the well-being of 28 households. The Home Preservation program allows homeowners to receive the repairs they need to continue to live safely in their homes and remain rooted in their existing communities. Last year, Habitat completed 83 projects on a total of 25 homes. Habitat focuses projects within specific neighborhoods throughout Orange County, including Northside in Chapel Hill and Fairview in Hillsborough. Our program helps protect our most vulnerable neighbors from displacement. Last year, 96% of homeowners served identified as Black or African American. The average age of a homeowner was 74 years old, 60% lived alone, and 56% had a disability present in the home. At the time of repair, program recipients had lived on average 43 years in their homes – some homes had been in the family for generations. In addition, the program served nine veteran households last year. 8. Target Population: Please complete the table below with numbers (not percentages) of individuals served and projected to be served. Program Target Population Demographics Projected 2020-2021 Actual 2020-2021 Projected 2021-2022 Projected 2022-2023 Gender Men 9 12 9 13 Women 24 13 11 15 Nonbinary/Genderqueer 0 0 0 0 Self-Describe 0 0 0 0 Total 33 25 20 28 Race and Ethnicity Black or African-American 30 24 18 25 American Indian or Alaska Native 0 0 0 0 Asian Indian 0 0 0 0 White 2 1 1 2 Native Hawaiian or other Pacific Islander 0 0 0 0 Chinese 0 0 0 0 Japanese 0 0 0 0 Vietnamese 0 0 0 0 Filipino 0 0 0 0 Korean 0 0 0 0 Some other race 1 0 1 1 Total 33 25 20 28 Of the above, how many Hispanic, Latino or Spanish origin 1 0 1 2 Of the above, how many non-Hispanic, Latino or Spanish origin 32 25 19 26 Total 33 25 20 28 DocuSign Envelope ID: 8FB59CAE-7797-437E-9F60-080467F0F56B Program information P a g e 11 o f 23 Age 0-5 years 0 0 0 0 6-18 years 0 0 0 0 19-50 years 3 1 1 2 51+ years 30 24 19 26 Total 33 25 20 28 Geographic Location Town of Chapel Hill 6 9 6 8 Town of Carrboro 4 1 2 4 Orange County ( Outside of Chapel Hill/Carrboro) 23 15 12 16 Outside of Orange County 0 0 0 0 Total 33 25 20 28 Income Low-income (80% of the Area Median Income and Below) Please see income table in the attachments 33 25 20 28 Total 33 25 20 28 Additional notes: 1. We are counting households, not individuals. Data is for head of household. 2. In FY21, a total of 41 individuals were served across 25 households. Average household income was $31,966 or 46% AMI. More than half of households had a disability present, and 9 households included veterans. 3. FY21 actuals are lower than the projections due to covid delays and a shift in program strategy. This new strategy involves larger scale and more numerous repairs per house. In FY21 we completed 83 repair projects (an average of 3 per home) and invested an average of $6,584 in each home (a 64% increase over FY20). This updated strategy is informed by conversations that have taken place among local government staff and repair service providers in the Orange County Home Preservation Coalition regarding the goal to provide more comprehensive repairs on each home. 4. Our projections for FY22 are lower than the actuals for FY21 due to covid-related delays, hiring delays, and the above-mentioned strategic changes. 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. Actual 2020-2021 Projected 2021-2022 Projected 2022-2023 Total Cost of Program $295,162 $300,693 $333,225 Total # of Individuals 25 20 28 Cost Per Individual $11,806 $15,035 $11,901 Please note, consistent with the Target Population chart above, this table calculates Cost Per Household rather than Cost Per Individual. 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. DocuSign Envelope ID: 8FB59CAE-7797-437E-9F60-080467F0F56B Outside Agencies/Human Services Program information P a g e 13 o f 23 Please use the drop down menu below to select which function area best aligns with your agency and program(s) in which you are requesting funding. Please select only one from the drop-down menu below. Housing If you selected other, please tell us what function area best aligns with your organization: Please indicate three program goals/performance measures below. A few notes: • If you use percentages, please put the actual number equivalence. • Please ensure your performance measures are outcome based and not outputs. Program Goal # 1 Preservation of naturally occurring affordable housing units in Orange County. Performance Measure (How will you accomplish your goal?) # of home repair projects completed Actual Results (Outcome) Ending FY2021 83 Projected Results (Outcome) Ending FY2022 65 Projected Results (Outcome) Ending FY2023 90 Program Goal # 2 Invest in historically underserved neighborhoods to preserve the existing stock of Black owned homes in Orange County Performance Measure (How will you accomplish your goal?) # of Black/BIPOC Orange County residents served Actual Results (Outcome) Ending FY2021 24 Projected Results (Outcome) 18 _________________ DocuSign Envelope ID: 8FB59CAE-7797-437E-9F60-080467F0F56B Outside Agencies/Human Services Program information P a g e 14 o f 23 Ending FY2022 Projected Results (Outcome) Ending FY2023 25 Program Goal # 3 Improved quality of life among Orange County residents. Performance Measure (How will you accomplish your goal?) # of homeowners who feel that their living conditions have improved as a result of repairs Actual Results (Outcome) Ending FY2021 Of 25 recipients, 13 completed the survey. Of these, all 13 answered yes to this question (100%). Projected Results (Outcome) Ending FY2022 80% survey participation (16 homeowners) and 100% of respondents answer yes to this question. Projected Results (Outcome) Ending FY2023 80% survey participation (22 homeowners) and 100% of respondents answer yes to this question. DocuSign Envelope ID: 8FB59CAE-7797-437E-9F60-080467F0F56B 03/29/2022 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 00008390-2842929 26 Habitat For Humanity of Orange County, NC, Inc. 88 Vilcom Center Dr. Ste L110 Chapel Hill, NC 27514 Builders Mutual Insurance Company A CPP 0058155 09 04/01/2022 04/01/2023X 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 09 04/01/2022 04/01/2023 X 1,000,000 Builders Mutual Insurance Company A MUB 0001005 05 04/01/2022 04/01/2023XX X 10,000 5,000,000 5,000,000 Builders Premier Insurance Company B PWC 1011231 09 04/01/2022 04/01/2023 X 1,000,000 1,000,000 1,000,000 WellFleet Insurance Company C MP0000808963 04/01/2022 04/01/2023Volunteer/Accident Limit $250,000 Travelers Cas & Surety Co Of America 19038 D 107048172 04/01/2022 04/01/2025Financial Services Limit $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 03/29/2022 at 03:19PM 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: 8FB59CAE-7797-437E-9F60-080467F0F56B