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2022-521-E-Housing-Center for Community Self Help-FY23 Outside agency funding
Orange 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 Center for Community Self-Help, a not-for-profit corporation, located at 301 W. Main Street, Durham, North Carolina 27701 (“Provider”). WITNESSETH: WHEREAS, it is in the interests of the County that said program be assisted by the County and thereby enhance its availability to residents of the County, and said program addresses an important community human services need, as identified by the Board of Commissioners. NOW, THEREFORE, in consideration of the above and the mutual covenants and conditions hereafter set forth, the County and 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 Funding Application and any amendments or revision thereto which is attached as Exhibit “A” and incorporated by reference, to the residents of Orange County. The Scope of Services and the Program Budget may be different from the original application based on County appropriation; however, any revisions or amendments to this Agreement must be approved in writing by the County and attached to this Agreement as Exhibit B. b. The Provider shall be solely responsible for the means, methods, techniques, sequenc e, 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 particular ly described in the Revised Program Budget, the maximum sum of $37,500.00. 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 $9,375.00. 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: B47B97DB-07BE-49FE-BBAF-378B296B7AB6 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 Progres s 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 discret ion. 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: B47B97DB-07BE-49FE-BBAF-378B296B7AB6 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. 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. v. 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 NC & Coverage B - Employers Liability $500,000 each accident, disease policy limit and disease each employee DocuSign Envelope ID: B47B97DB-07BE-49FE-BBAF-378B296B7AB6 Orange County Outside Agency Performance Agreement Page 4 of 10 Rev.06/22 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 Profess ional 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/pur chasing_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. 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 DocuSign Envelope ID: B47B97DB-07BE-49FE-BBAF-378B296B7AB6 Orange County Outside Agency Performance Agreement Page 5 of 10 Rev.06/22 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 P arty, 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 permit ted 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 ter minated 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 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. DocuSign Envelope ID: B47B97DB-07BE-49FE-BBAF-378B296B7AB6 Orange County Outside Agency Performance Agreement Page 6 of 10 Rev.06/22 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 Center for Community Self Help Attention: Corey Root Attention: Crystal German P.O. Box 8181 Address: 301 W. Main Street Hillsborough, NC 27278 Durham NC, 27701 Email:croot@orangecountync.gov Email: crystal.german@self- help.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 _____________________________ _______________________ Crystal German, President Date For and on behalf of Orange County Government _______________________________ ________________________ Bonnie Hammersley, County Manager Date DocuSign Envelope ID: B47B97DB-07BE-49FE-BBAF-378B296B7AB6 9/29/2022 10/3/2022 Orange County Outside Agency Performance Agreement Page 7 of 10 Rev.06/22 ORANGE COUNTY—DEPARTMENT USE ONLY ______________________________________________________________________________ Party/Vendor Name: Center for Community Self Help Party/Vendor Contact Person: Crystal German Contact Phone: 919-956-4462 Party/Vendor Address: 301 W Main Street City Durham State: NC Zip: 27701 Department: Housing Amount: 37500 Purpose: FY23 Outside Agency Funding Budget Code(s): 10290050-719078 Vendor # 801986 (N/A if new vendor) Vendor is a BOCC consultant? Yes No Contract Type: (Check one) New Renewal Amendment Effective Date 09/29/22 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, specifi cations, 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: B47B97DB-07BE-49FE-BBAF-378B296B7AB6 9/30/2022 10/1/2022 10/3/2022 10/3/2022 Orange County Outside Agency Performance Agreement Page 8 of 10 Rev.06/22 Exhibit A Provider’s Outside Agency Application DocuSign Envelope ID: B47B97DB-07BE-49FE-BBAF-378B296B7AB6 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: B47B97DB-07BE-49FE-BBAF-378B296B7AB6 Orange County Outside Agency Performance Agreement Page 10 of 10 Rev.06/22 ATTACHMENT “A” Orange County Certifications – FY 2022-23 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 t o 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 t hat 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: B47B97DB-07BE-49FE-BBAF-378B296B7AB6 President 9/29/2022 Certified by: _______________________ Title: __________________________ Date: ____________ (Provider’s Signature) EXHIBIT “B” Scope of Services – FY 2022-2023 Outside Agency Performance Agreement Agency Name: Center for Community Self-Help Program Name: Northside Neighborhood Initiative Funding Award: $37,500 Outline how the agency will spend Orange County’s funding award. Program Services Outline the critical services (activities) the agency will employ to attain the Anticipated Outcomes below, by June 30, 2023. Operate a land bank within the Northside and Pine Knolls neighborhoods Implement programs providing assistance to low-income senior homeowners, including property tax relief grants and home repairs Deploy a trained construction specialist to assess properties and manage construction 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 Residents retained in place after receipt of property tax relief grant assistance 45 Residents retained in place after completion of home repairs 10 Units rented to low-income households or sold to nonprofit development partners for affordable housing 6 Expense Description Amount Compensation for Self-Help Northside Neighborhood Initiative program staff time $11,685 Contract with Jackson Center for project coordination, community organizing, etc. $14,405 Third-party construction management, pre-acquisition property inspections, etc. $11,410 DocuSign Envelope ID: B47B97DB-07BE-49FE-BBAF-378B296B7AB6 President 9/29/2022 INSR ADDL SUBR LTR INSR WVD DATE (MM/DD/YYYY) PRODUCER CONTACT NAME: FAXPHONE (A/C, No):(A/C, No, Ext): E-MAIL ADDRESS: 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) COMMERCIAL GENERAL LIABILITY 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 INSURER(S) AFFORDING COVERAGE NAIC # Y / N N / A (Mandatory in NH) ANY PROPRIETOR/PARTNER/EXECUTIVE OFFICER/MEMBER EXCLUDED? EACH OCCURRENCE $ DAMAGE TO RENTED $PREMISES (Ea occurrence)CLAIMS-MADE OCCUR MED EXP (Any one person)$ PERSONAL & ADV INJURY $ GENERAL AGGREGATE $GEN'L AGGREGATE LIMIT APPLIES PER: PRODUCTS - COMP/OP AGG $ $ PRO- OTHER: LOCJECT COMBINED SINGLE LIMIT $(Ea accident) BODILY INJURY (Per person)$ANY AUTO OWNED SCHEDULED BODILY INJURY (Per accident)$AUTOS ONLY AUTOS AUTOS ONLY HIRED PROPERTY DAMAGE $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 POLICY NON-OWNED 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 any 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) ACORDTM CERTIFICATE OF LIABILITY INSURANCE Sentinel Insurance Company Ltd 9/09/2022 McGriff Insurance Services Post Office Box 13941 Durham, NC 27709 919 281-4500 Ann Lee 919 281-4500 8887468761 nccertificateteam@mcgriff.com Center for Community Self Help 301 W Main Street Durham, NC 27701 11000 A X X 22SBAUK7086 09/08/2022 09/08/2023 1,000,000 1,000,000 10,000 1,000,000 2,000,000 2,000,000 ** Supplemental Name ** Name Printed on DEC Page: Center for Community Self Help Orange County 200 S. Cameron Street P.O. Box 8181 Hillsborough, NC 27278 1 of 1 #S30691354/M30606905 20CENTECOMClient#: 1570399 ELBA 1 of 1 #S30691354/M30606905 DocuSign Envelope ID: B47B97DB-07BE-49FE-BBAF-378B296B7AB6 This page has been left blank intentionally. DocuSign Envelope ID: B47B97DB-07BE-49FE-BBAF-378B296B7AB6 Cover Page P a g e 6 o f 2 4 COVER PAGE Applicant Contact Information Applicant Organization’s Legal Name: Center for Community Self-Help Applicant Organization’s Physical Address: 301 W Main Street, Durham, NC 27701 Applicant Organization’s Mailing Address: 301 W Main Street, Durham, NC 27701 Applicant Organization’s Web Address: www.self-help.org Executive Director President: Crystal German Telephone Number: (919) 313-8542 E-Mail: crystal.german@self-help.org Tax ID Number: 56-1271685 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 Ex. Youth Afterschool Program Operations or Personnel $10,000 Operations $15,000 Personnel $5,000 Operations $30,000 Northside Neighborhood Initiative N/A N/A $50,000 $50,000 Totals N/A N/A $50,000 $50,000 Briefly explain your proposed use of funds: 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. The Northside Neighborhood Initiative (NNI) works to preserve the future of the Northside neighborhood in Chapel Hill and Carrboro. The NNI provides grants to assist long-term residents managing increasing property tax burdens as well as funding for and management of critical home repairs for low-income homeowners. The NNI also operates a land bank to create affordable and market-rate housing, relieving development pressures from student-rental investors, maintaining a family-centered neighborhood, and attracting long-term residents to balance out the ongoing market trend in Northside that drives out working class individuals and families in favor of students. The requested funds will support staff compensation and contracted services, including community organizing, construction management, architectural design, and community engagement, among others, to operate the programs described above. DocuSign Envelope ID: B47B97DB-07BE-49FE-BBAF-378B296B7AB6 DocuSign Envelope ID: B47B97DB-07BE-49FE-BBAF-378B296B7AB6 DocuSign Envelope ID: B47B97DB-07BE-49FE-BBAF-378B296B7AB6 Program information P a g e 9 o f 2 4 AGENCY INFORMATION Please provide the following information about your agency: 1. Date of Incorporation (Month/Year): 02/1980 2. Agency’s Purpose/Mission (no more than a few sentences): Our mission is creating and protecting ownership and economic opportunity for all. We do this by providing responsible financial services, lending to small businesses and nonprofits, developing real estate and promoting fair financial practices. While our work benefits communities of all kinds, our focus is on those who may be underserved by conventional lenders, including people of color, women, rural residents and low-wealth families and communities. 3. Please provide a brief description of your organization’s past achievements in carrying out similar projects and evidence of successful record of meeting proposed budgets and timetables (no more than 100 words). In the 1990s, Self-Help began building and rehabbing homes to promote affordable housing and support low-income families. We have worked in Durham, Greensboro, Charlotte, and, most recently, Chapel Hill-Carrboro, focusing on infill housing and rehabs, and working closely with communities to achieve shared visions. We have developed 239 single-family homes and 305 units of multi-family housing and partnered with nonprofit and for-profit housing developers by coordinating land acquisition and neighborhood planning through land banking. The homes Self-Help produces as a developer and land bank coordinator ensure long-term impact by including deed restrictions that maintain long-term affordability. 4. Living Wage: Does this agency pay permanent employees a minimum living wage? (Yes / No) Yes If yes, is this agency an Orange County Living Wage Certified Employer? No If no, please briefly explain. Self-Help’s offices are in Durham County, and the organization has been certified as a Durham Living Wage Employer by the Durham Living Wage Project. Schedule of Positions: # of FTE – Full-Time Paid Positions: 774 # of FTE – Part-Time Paid Positions: 50 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). The Northside Neighborhood Initiative (NNI) has been guided since its inception by the Compass Group, which is comprised of residents of the Northside, Pine Knolls, and Tin Top neighborhoods that make up the NNI’s geographic program area. Compass Group members meet monthly with staff from Self-Help and our partners at the Jackson Center to provide strategic direction to the ongoing work of the program as well as more specific input on the key decisions regarding acquisition and disposition of land bank properties. DocuSign Envelope ID: B47B97DB-07BE-49FE-BBAF-378B296B7AB6 Program information P a g e 1 0 o f 2 4 b. How has your organization incorporated racial equity goals into your organizational goals? Self-Help’s mission is creating and protecting ownership and economic opportunity for all, especially people of color, women, rural residents and low-wealth families and communities. Pursuing social justice and racial equity are core to our work and have been since our founding in 1980. We have racial equity efforts woven into organizational goals, including a supplier diversity initiative, a racial wealth gap homeownership initiative, a newly formed Diversity Equity Inclusion (DEI) Advisory Council and an Office of DEI, and more. 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) : 61.8% [Note that Self-Help is a nationwide organization employing 801 total staff members. This figure is for all Self-Help staff per the organizational Diversity Profile as of 12/31/20, not only staff working on this program.] ii. % of board that are BIPOC: 40% iii. % of staff that have attended racial equity training: [Self-Help does not yet track this figure, but numerous staff (including staff on the Real Estate Team that leads the NNI work) have attended REI training, and additional training efforts across the organization are rolling out this year.] d. Please describe any additional activities your organization is doing to address racial equity. PROGRAM INFORMATION *Please submit for each program if applying for funding for more than one program. 6. Program Name: Northside Neighborhood Initiative Program Primary Contact and Title: Graham Smokoski, Project Manager Telephone Number: (919) 956-4614 E-Mail: graham.smokoski@self-help.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 program will maintain, protect, and promote the well-being of county residents, focusing on the Northside1 neighborhood, through grants to assist long-term residents managing increasing property tax burdens and funding and management of critical home repairs for low-income homeowners. This support will allow residents to remain in their homes, supporting both physical and mental well-being, and will make repairs to correct hazardous conditions in homes. The program will also support a balanced, dynamic local economy, and promote diversity by operating a land bank to create affordable and market-rate housing, relieving development pressures from student-rental investors, maintaining a family-centered neighborhood, and attracting long-term residents. This effort will help to balance out the ongoing market trend in Northside 1 Northside here refers to four neighborhoods where our program operates the Northside and Pine Knolls neighborhoods of Chapel Hill and the Lloyd-Broad and Tin Top neighborhoods of Carrboro. DocuSign Envelope ID: B47B97DB-07BE-49FE-BBAF-378B296B7AB6 Program information P a g e 1 1 o f 2 4 that drives out working class individuals and families in favor of students and will contribute to the diversity of the housing stock in the neighborhood to provide housing opportunities for a broad range of households. 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 37 29 39 35 Women 66 68 71 63 Nonbinary/Genderqueer 0 0 0 0 Self-Describe 0 0 0 0 Total 103 96 110 98 Race and Ethnicity Black or African-American 86 82 88 79 American Indian or Alaska Native 0 0 0 0 Asian Indian 0 0 0 0 White 8 5 8 7 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 9 9 14 12 Total 103 96 110 98 Of the above, how many Hispanic, Latino or Spanish origin 3 0 6 3 Of the above, how many non-Hispanic, Latino or Spanish origin 100 96 104 95 Total 103 96 110 98 Age 0-5 years 6 6 6 5 6-18 years 6 4 3 3 19-50 years 18 16 26 23 51+ years 73 70 75 67 Total 103 96 110 98 Geographic Location Town of Chapel Hill 63 55 68 60 Town of Carrboro 40 41 42 38 Orange County ( Outside of Chapel Hill/Carrboro) 0 0 0 0 Outside of Orange County 0 0 0 0 Total 103 96 110 98 DocuSign Envelope ID: B47B97DB-07BE-49FE-BBAF-378B296B7AB6 Program information P a g e 1 2 o f 2 4 Income Low-income (80% of the Area Median Income and Below) Please see income table in the attachments 103 96 110 98 Total 103 96 110 98 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 $303,805 $271,450 $260,320 Total # of Individuals 96 110 98 Cost Per Individual $3,164.64 $2,467.73 $2,656.33 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: 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. 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 Insert Performance Indicator here. DocuSign Envelope ID: B47B97DB-07BE-49FE-BBAF-378B296B7AB6 Program information P a g e 1 3 o f 2 4 indicators that you would like to report to the Towns. Please insert additional rows as needed, listing one per row). DocuSign Envelope ID: B47B97DB-07BE-49FE-BBAF-378B296B7AB6 Outside Agencies/Human Services Program information P a g e 1 4 o f 2 4 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 Retention in Northside of low-income homeowners burdened by property tax payments that are high relative to income, with a focus on long-term, elderly residents. Performance Measure (How will you accomplish your goal?) Households retained in place after receipt of grant assistance. Actual Results (Outcome) Ending FY2021 40 Projected Results (Outcome) Ending FY2022 39 Projected Results (Outcome) Ending FY2023 45 Program Goal # 2 Retention in Northside of low-income homeowners in need of critical and emergency repairs. Performance Measure (How will you accomplish your goal?) Households retained in place after completion of repairs. Actual Results (Outcome) Ending FY2021 10 _________________ DocuSign Envelope ID: B47B97DB-07BE-49FE-BBAF-378B296B7AB6 Outside Agencies/Human Services Program information P a g e 1 5 o f 2 4 Projected Results (Outcome) Ending FY2022 10 (note this number may change based on the ongoing status of the COVID pandemic, which limts interior repairs.) Projected Results (Outcome) Ending FY2023 10 Program Goal # 3 Create affordable housing opportunities for low-income households in the greater Northside neighborhood. Performance Measure (How will you accomplish your goal?) Units rented to low-income households or sold to non- profit development partners for affordable housing. Actual Results (Outcome) Ending FY2021 7 Projected Results (Outcome) Ending FY2022 8 Projected Results (Outcome) Ending FY2023 6 DocuSign Envelope ID: B47B97DB-07BE-49FE-BBAF-378B296B7AB6