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2023-151-E-OCOEI Dept-Marian Cheek Jackson Center for Saving and Making History-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 Marian Cheek Jackson Center for Saving and Making History, a not-for-profit corporation, located at 512 W. Rosemary St, Chapel Hill, North Carolina 27516 (“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, 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 $10,000.00. 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 $2,500.00. 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: 453E455B-EB8F-4C63-A66F-89BF3CD9DE40 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: 453E455B-EB8F-4C63-A66F-89BF3CD9DE40 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 (Shameka Y. Fairbanks) 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: 453E455B-EB8F-4C63-A66F-89BF3CD9DE40 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: 453E455B-EB8F-4C63-A66F-89BF3CD9DE40 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 s ection 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: 453E455B-EB8F-4C63-A66F-89BF3CD9DE40 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 Marian Cheek Jackson Center for Saving and Making History Attention: Bonnie Hammersly Attention: George Barrett P.O. Box 8181 Address: 512 Rosemary St. Hillsborough, NC 27278 Chapel Hill, NC 27516 Email:bhammersley@orangecountync.gov Email: george@jacksoncenter.info 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 _____________________________ _______________________ George Jackson, Executive Director Date For and on behalf of Orange County Government _______________________________ ________________________ Bonnie Hammersley, County Manager Date DocuSign Envelope ID: 453E455B-EB8F-4C63-A66F-89BF3CD9DE40 4/11/2023 4/11/2023 Orange County Outside Agency Performance Agreement Page 7 of 10 Rev.06/22 ORANGE COUNTY—DEPARTMENT USE ONLY ______________________________________________________________________________ Party/Vendor Name: Marian Cheek Jackson Center for Saving and Making History Party/Vendor Contact Person: George Barrett Contact Phone: (919) 960-1670 Party/Vendor Address: 512 W. Rosemary St. City Chapel Hill State: NC Zip: 27516 Department: County Manager Amount: $10,000 Purpose: Outside Agency Funding Budget Code(s): 10290050-719065 Vendor # 62588 (N/A if new vendor) Vendor is a BOCC consultant? Yes No Contract Type: (Check one) New Renewal Amendment Effective Date 07/01/2022 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: 453E455B-EB8F-4C63-A66F-89BF3CD9DE40 4/5/2023 4/10/2023 4/11/2023 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 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 cov ered 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: 453E455B-EB8F-4C63-A66F-89BF3CD9DE40 Executive Director 4/11/2023 Cover Page Page 6 of 22 COVER PAGE Applicant Contact Information Applicant Organization’s Legal Name: The Marian Cheek Jackson Center for Saving and Making History Applicant Organization’s Physical Address: 512 W Rosemary St, Chapel Hill, NC 27516 Applicant Organization’s Mailing Address: 512 W Rosemary St, Chapel Hill, NC 27516 Applicant Organization’s Web Address: https://jacksoncenter.info Executive Director: George Barrett Telephone Number: 919-960-1670 E-Mail: george@jacksoncenter.info Tax ID Number: 46-1988511 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 Learning Across Generations: Local Civil Rights and Oral History Education $9,000! Personnel $39,000! Personnel $10,000! Personnel $58,000 Keeping Your House A Home: Long-Term Neighbor Retention & Advocacy $12,000! Personnel $12,000 Totals $9,000 $39,000 $22,000 $70,000 Briefly explain your proposed use of funds: Funds will enable critical staff capacity to facilitate local civil rights workshops for thousands of K-12 students, and coordinate our team of community mentors to share their histories directly with student learners. Additionally, this year’s Community Impact Award will allow us to kickstart the Chapel Hill Freedom School, after a successful initial pilot in 2021. This new summer program engages high school students in critical thinking and peer-to-peer learning around racism, equity, and local history. Funds will also empower our Community Advocacy Specialist, a long-term resident who leads Keeping Your House A Home, to connect over 103 low-income community elders with critical home repairs, housing retention tools, and land-loss prevention programs. DocuSign Envelope ID: 453E455B-EB8F-4C63-A66F-89BF3CD9DE40 Cover Page Page 7 of 23 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: January 13, 2022 Executive Director Date Signature: Board Chairperson Date Jan. 13, 2022 DocuSign Envelope ID: 453E455B-EB8F-4C63-A66F-89BF3CD9DE40 Cover Page Page 8 of 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 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: January 13, 2022 Executive Director Date Signature: Board Chairperson Date Jan. 13, 2022 DocuSign Envelope ID: 453E455B-EB8F-4C63-A66F-89BF3CD9DE40 Program information Page 9 of 22 AGENCY INFORMATION Please provide the following information about your agency: 1. Date of Incorporation (Month/Year): March 2012 2. Agency’s Purpose/Mission (no more than a few sentences): The Marian Cheek Jackson Center’s mission is to honor, renew, and build community in the historic Northside, Pine Knolls, Tin Top, and Lloyd/Broad communities of Chapel Hill and Carrboro. The Jackson Center was first established in 2008 to respond to rapid demographic changes in historically Black, low-wealth communities in Orange County, NC. As a place-based and oral history-driven organization, we preserve the future of neighborhoods in transition and pursue Rev. Dr. Martin Luther King’s vision of beloved community through education and youth leadership, organizing and advocacy, and community events. 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). Both Learning Across Generations and Keeping Your House A Home are well-established programs at the Jackson Center, having both operated for eight and nine years, respectively. We have successfully managed our programs’ budgets while expanding organizational capacity, as needed, each year. Over the past two years, the Jackson Center has adapted our program operations to address community goals while adhering to our budget. We maintain very high levels of neighbor and teacher satisfaction and student engagement. The Jackson Center’s community-first, resident-led model has been proudly recognized at the local, regional, and national level. 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: _5_ # of FTE – Part-Time Paid Positions: _3.73_ 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. DocuSign Envelope ID: 453E455B-EB8F-4C63-A66F-89BF3CD9DE40 Program information Page 10 of 22 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 Jackson Center’s “community-first” approach places our work under and accountable to the leadership of neighborhood residents. Our four Community Teams comprise 60 directly- impacted stakeholders. The Compass Group, a team of 22 neighbors from every block of the Northside Neighborhood Initiative (NNI) neighborhoods, has been meeting continuously since 2012 to lead and direct the NNI’s housing strategy and advocacy. The Community Mentor Team, a group of civil rights veterans and senior educators, guides our education programs and engages directly with students. The Community Review Board steers the representation of community histories, and the Student Leadership Group guides student engagement efforts. b. How has your organization incorporated racial equity goals into your organizational goals? All of our programs are strategies to address systemic racial inequities. The NNI has successfully turned the tide of housing displacement in Chapel Hill-Carrboro’s historically- Black neighborhoods facing gentrification, whilst our K-12 and public history programs draw upon lived experience to transform conventional narratives of racial history. Beyond addressing symptoms, the Jackson Center’s resident-led model facilitates community self- determination. In addition, within organizational structure, we maintain representation across our Board and staff that honors the wisdom of the communities served. This is reflected in our intergenerational, majority-BIPOC, and community-rooted Board and staff. 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) : 91% ii. % of board that are BIPOC: 77% iii. % of staff that have attended racial equity training: 91% d. Please describe any additional activities your organization is doing to address racial equity. Last year, long-term, elderly Northside neighbors saw average property valuation increases of 53%, compared to nearby affluent neighborhoods’ average increases of 8%. We organized 600+ residents and partners to advocate for equitable valuations, resulting in a reduction of $9.5 million in property tax valuations for Northside residents, and the County’s creation of an unprecedented fund for property tax assistance. We also launched From the Rock Wall, a community-owned home for 200+ neighbors’ oral histories. We will continue facilitating the reclamation of local Black history by conducting oral histories with neighborhood leaders and creating new K-12 workshop curricula. DocuSign Envelope ID: 453E455B-EB8F-4C63-A66F-89BF3CD9DE40 Program information Page 11 of 22 PROGRAM INFORMATION *Please submit for each program if applying for funding for more than one program. 6. Program Name: Learning Across Generations Program Primary Contact and Title: Aisha Booze-hall, Education Coordinator Telephone Number: 919-960-1670 E-Mail: aisha@jacksoncenter.info 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) Based on the transformative power of storytelling, our Learning Across Generations (LAG) program shares the rich local history of the historically-Black Northside, Pine Knolls and Tin Top neighborhoods in Chapel Hill. Working with K-12 students primarily in Chapel Hill, Carrboro, and Orange County, our workshops bring oral histories into classrooms and beyond. Our workshop formats are dynamic and interactive, drawing upon a mix of experiential multimedia, in person and virtual presentations, and hands-on activities. We also offer a virtual curriculum available for free for elementary students and educators to teach portions of local history in their classrooms. This year, LAG’s new Chapel Hill Summer Freedom School program will provide a space for collaboration and education in local, civic and social engagement with youth during the summer. All of our programs bring students into conversation with members of our Community Mentor Team, a group of veterans of the local Civil Rights Movement, organizers, and activists who are passionate about youth empowerment and working to make change happen. The LAG program aligns with the Towns’ Intermediate Result 1.2, in which children demonstrate grade-level skills, as well as with Orange County BOCC Goal of “ensuring a high quality of life and lifelong learning that champions diversity, education at all levels, libraries, parks, recreation, and animal welfare.” 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 511 646 764 834 Women 515 590 766 833 Nonbinary/Genderqueer 22 6 31 32 Self-Describe 2 -- 2 -- Total 1050 1242 1563 1700 Race and Ethnicity Black or African-American 234 295 337 425 American Indian or Alaska Native 3 6 4 6 DocuSign Envelope ID: 453E455B-EB8F-4C63-A66F-89BF3CD9DE40 Program information Page 12 of 22 Asian Indian -- -- -- -- White 662 738 993 1018 Native Hawaiian or other Pacific Islander 1 -- 1 2 Chinese Japanese Vietnamese Filipino Korean Some other race 89 (Asian, non- disaggregat ed) 60 (self- identified as “Some Other Race”) 135 (Asian, non- disaggreg ated) 68 (self- identified as “Some Other Race”) 139 (Asian, non- diasggregated ) 89 (self- identified as “Some Other Race”) 160 (Asian, non- disaggregat ed) 89 (self- identified as “Some Other Race”) Total 1050 1242 1563 1700 Of the above, how many Hispanic, Latino or Spanish origin 157 236 168 190 Of the above, how many non-Hispanic, Latino or Spanish origin 893 1006 1395 1510 Total 1050 1242 1563 1700 Age 0-5 years 20 -- 20 -- 6-18 years 851 1242 1266 1403 19-50 years 112 -- 177 191 51+ years 67 -- 100 106 Total 1050 0 1563 1700 Geographic Location Town of Chapel Hill 815 1071 766 829 Town of Carrboro 336 141 500 542 Orange County ( Outside of Chapel Hill/Carrboro) 116 20 173 191 Outside of Orange County 83 10 124 138 Total 1050 1242 1563 1700 Income Low-income (80% of the Area Median Income and Below) Please see income table in the attachments 1000 759 1200 1381 Total 1050 1242 1563 1700 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. DocuSign Envelope ID: 453E455B-EB8F-4C63-A66F-89BF3CD9DE40 Program information Page 13 of 22 Actual 2020-2021 Projected 2021-2022 Projected 2022-2023 Total Cost of Program $88,918 $83,557 $85,627 Total # of Individuals 1242 1600 1700 Cost Per Individual $71.59 $52.22 $50.37 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 o Residents Increase their livelihood security o Residents improve their health outcomes Intermediate Result (please choose one from the Results Framework) Insert Intermediate Result here. IR 1.2 Children demonstrate new grade level appropriate skills 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 as needed, listing one per row). % and # of students in the Learning Across Generations activities and workshops who report increased confidence in leadership and pro-social abilities, including the ability to effect positive change in their communities 95% or 1,170/1,242 80% or 1250 80% or 1,360 % and # of students who received Family Activity Bags increase confidence in their ability to be successful in school, especially in social studies and language arts 100% or 440/440 80% or 400/500 80% or 400/500 % and # of students in CHCCS and Orange County oral history workshops who 98% or 1,220/1,225 90% or 1407/1,563 90% or 1,530/1,700 DocuSign Envelope ID: 453E455B-EB8F-4C63-A66F-89BF3CD9DE40 Program information Page 14 of 22 engage in and learn critical local history and report gaining oral history interviewing proficiency as well as understanding of importance of knowing local history DocuSign Envelope ID: 453E455B-EB8F-4C63-A66F-89BF3CD9DE40 Outside Agencies/Human Services Program information Page 15 of 22 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. Youth Services 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 Improve student’s confidence in their leadership including their ability to affect positive change in their communities Performance Measure (How will you accomplish your goal?) More than 90% of teachers reported increased student confidence in leadership via post-workshop surveys Actual Results (Outcome) Ending FY2021 96% of (24/25) of teachers who reported that workshops were effective of very effective in communicating the idea that every child can be “ powerful and make a difference” Projected Results (Outcome) Ending FY2022 100% (35/35) of teachers Projected Results (Outcome) Ending FY2023 90% (36/40) of teachers Program Goal # 2 Improve cross-generational learning by involving community mentors / elders in improving virtual workshops Performance Measure (How will you accomplish your goal?) # and % of workshops existing Oral / Civil Rights History Story Books (Northside Chronicles) updated by veteran community activists and educators Actual Results (Outcome) Ending FY2021 9/10, 90% Projected Results (Outcome) Ending FY2022 9/10, 90% Projected Results (Outcome) Ending FY2023 9/10, 90% _________________ DocuSign Envelope ID: 453E455B-EB8F-4C63-A66F-89BF3CD9DE40 Outside Agencies/Human Services Program information Page 16 of 22 Program Goal # 3 Increase number of K-12 students who acquire local history skills through workshops and materials in oral and local history by 10% Performance Measure (How will you accomplish your goal?) # of students who acquire local history skills, as reported post workshop teacher surveys Actual Results (Outcome) Ending FY2021 1,155 ( 93%) Projected Results (Outcome) Ending FY2022 1485 (95%) Projected Results (Outcome) Ending FY2023 1,615 (95%) DocuSign Envelope ID: 453E455B-EB8F-4C63-A66F-89BF3CD9DE40 Outside Agencies/Human Services Attachments Community Impact Award If you are applying for the Town of Chapel Hill’s Community Impact Award, please provide responses to the questions below. All other applicants, please skip these questions. (Responses should not exceed 100 words per question) 1. Please describe the impact the proposed programs will have on the target population. Please include specific quantitative and qualitative data in your response. This year, we are requesting support for the launch of the Freedom School (FS), a new program within LAG, which works to engage high school students in critical thinking and peer-to-peer learning around racism, equity, and local history. The FS grows youths’ ability to be change-makers through learning about local racial justice movements and civic engagement. This summer, we will offer 24 workshops co-led by students and community leaders. By the end of last year’s one-week pilot, all participants reported extremely high (90-100%) levels of connection to social justice movements, with significant 10-30% increases as a result of the program. We plan to achieve similar outcomes this summer with the full launch of the FS, expanding the length to two weeks and doubling the workshops offered. 2. What methods/tools will your organization use to evaluate the proposed program’s effectiveness? Please include specific examples, such as a logic model. The Jackson Center utilizes an outcomes model to evaluate the Freedom School's effectiveness, encompassing program goals, inputs, activities, outputs, and outcomes. Included as part of the evaluation is entrance and exit surveys for participants, which will measure students’ knowledge of local history and civic engagement, as well as levels of empowerment and connection to social justice movements. The entrance and exit surveys also request participant feedback and reflection about topics covered, their learning and growth, and areas of desired further learning. These surveys were successfully utilized during our 2021 pilot to track impact and make recommendations for this year’s program. 3. Please briefly describe how your proposed programs aligns with evidence-based approaches to addressing human service need(s). Historically, Freedom Schools were education sites used to disrupt “larger social frameworks” in which “Black students are positioned as inferior and incapable” (Jackson & Howard, 2014). The Chapel Hill Freedom School’s curriculum is co-created by its students, encouraging their values and cultures to shine through. Freedom Schools provide “social and historical awareness,” enabling students to become culturally- responsive educators in their own communities. A study in the Journal of Black Psychology found that, as a result of “culturally relevant” curricula, FS have positively influenced racial identity and “empowered youth toward African/African-American cultures” and unspoken norms, with attendees showing increases in social skills and commitment to social action (Bethea, 2012). DocuSign Envelope ID: 453E455B-EB8F-4C63-A66F-89BF3CD9DE40 Outside Agencies/Human Services Attachments 4. Please describe one to three key partnerships/collaborations that add the most value to the success of the proposed programs. We partner closely with the Southern Vision Alliance (SVA) and Activate! IFC’s Legends in the Making to run the Chapel Hill Freedom School. Staff from the three organizations are meeting weekly for 6 months to co-design the program. Jackson Center staff lead program coordination, curriculum-building, and facilitation, while our organizational partners lead recruitment and share resources and topic specialists. SVA offers and administers stipends to enable students to participate. These key partnerships allow all three organizations to share staff capacity and deliver a high-impact, in-demand summer program. 5. If you are not awarded a Community Impact Award, what would your agency’s funding request be? If not awarded a Community Impact Award our agency’s funding request of the three local governments will total $40,000, as outlined in the budget below: Program Carrboro - HS Chapel Hill - HS Orange County-HS Total Learning Across Generations: Local Civil Rights and Oral History Education $9,000 Personnel $9,000 Personnel $10,000 Personnel $28,000 Keeping Your House A Home: Long-Term Neighbor Retention & Advocacy $12,000 Personnel $12,000 Totals $9,000 $9,000 $22,000 $40,000 DocuSign Envelope ID: 453E455B-EB8F-4C63-A66F-89BF3CD9DE40 Outside Agencies/Human Services Attachments PROGRAM INFORMATION *Please submit for each program if applying for funding for more than one program. 6. Program Name: Keeping Your House a Home Program Primary Contact and Title: Christine Abernathy, Director of Housing Justice Telephone Number: 919-960-1670 E-Mail: christine@jacksoncenter.info 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) Our program helps to safely retain low-income elders in their homes through a variety of housing justice tactics. One tactic is home repair support and advocacy that improves the County’s community network and provides a higher quality of life for elders. We also facilitate “preservation toolkit” workshops that connect residents with the resources that help preserve their existing affordable housing. Additionally, we organize a network of attorneys to provide free estate planning to elders throughout the County, to protect the wellbeing and diversity of generations to come. These program activities align with the Towns’ Results Frameworks’ Strategic Objective 2 / Intermediate Result 2.1: “residents increase their livelihoods’ security” / “residents access the most appropriate social safety net services, as well as the County’s priorities of “ensuring a community network of basic human services” and “ensuring a high quality of life and lifelong learning that champions diversity.” 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 43 34 33 31 Women 83 79 77 72 Nonbinary/Genderqueer -- -- -- -- Self-Describe -- -- -- -- Total 126 113 110 103 Race and Ethnicity Black or African-American 112 106 104 97 American Indian or Alaska Native -- -- -- -- DocuSign Envelope ID: 453E455B-EB8F-4C63-A66F-89BF3CD9DE40 Outside Agencies/Human Services Attachments Asian Indian -- -- -- -- White 5 2 2 2 Native Hawaiian or other Pacific Islander -- -- -- -- Chinese Japanese Vietnamese Filipino Korean Some other race 8 (Asian, non- disaggregat ed) 1 (multiracial ) 4 (Asian, non- disaggreg ated) 1 (multiraci al) 4 (Asian, non- disaggregated ) 4 (Asian, non- disaggregat ed) Total 126 113 110 103 Of the above, how many Hispanic, Latino or Spanish origin 6 6 4 4 Of the above, how many non-Hispanic, Latino or Spanish origin 120 107 106 99 Total 126 113 110 103 Age 0-5 years -- -- -- -- 6-18 years 4 4 4 4 19-50 years 12 11 11 11 51+ years 110 98 95 88 Total 126 113 110 103 Geographic Location Town of Chapel Hill 65 64 62 58 Town of Carrboro 35 33 32 30 Orange County ( Outside of Chapel Hill/Carrboro) 26 16 16 15 Outside of Orange County -- -- -- -- Total 126 113 110 103 Income Low-income (80% of the Area Median Income and Below) Please see income table in the attachments 126 113 110 103 Total 126 113 110 103 *A majority of the housing justice focus during FY20-21 and FY21-22 has been addressing the recent inequitable property valuations that threatened to displace or financially burden many long-term residents in Northside. These property increases required immediate and significant attention, as the valuations, appeals, and new Longtime Homeowner Assistance program have all unfolded within the span of less than 9 months. DocuSign Envelope ID: 453E455B-EB8F-4C63-A66F-89BF3CD9DE40 Outside Agencies/Human Services Attachments 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 $49,677 $61,956 $65,997 Total # of Individuals 113 110 103 Cost Per Individual $439.62 $563.24 $640.75 10. Performance Indicators 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 Ensure that 75 elderly or low-income residents have home preservation plans that help retain them in their home. Performance Measure (How will you accomplish your goal?) # of low-income residents who are retained in their homes through “home preservation toolkit” workshops, preservation plan, and evaluation. Actual Results (Outcome) Ending FY2021 93 Projected Results (Outcome) Ending FY2022 65 Projected Results (Outcome) Ending FY2023 75 Program Goal # 2 Provide 12 elderly household with attested wills that help prevent land loss _________________ DocuSign Envelope ID: 453E455B-EB8F-4C63-A66F-89BF3CD9DE40 Outside Agencies/Human Services Attachments Performance Measure (How will you accomplish your goal?) # of low-income residents who complete wills and end-of- life documents through the Jackson Center network of pro-bono attorneys Actual Results (Outcome) Ending FY2021 4 Projected Results (Outcome) Ending FY2022 6 Projected Results (Outcome) Ending FY2023 12 Program Goal # 3 Ensure at least 16 households receive coordinated, comprehensive, quality home repairs that help retain them in their homes Performance Measure (How will you accomplish your goal?) # of households that receive coordinated response through the Jackson Center, confirm that all repairs are complete, and report “high quality” on satisfaction surveys Actual Results (Outcome) Ending FY2021 16 Projected Results (Outcome) Ending FY2022 13 Projected Results (Outcome) Ending FY2023 16 DocuSign Envelope ID: 453E455B-EB8F-4C63-A66F-89BF3CD9DE40 EXHIBIT “B” Scope of Services – FY 22-23 - Outside Agency Performance Agreement Agency Name: The Marian Cheek Jackson Center for Saving and Making History Program Name: Keeping Your House A Home and Learning Across Generations Funding Award: $10,000 Outline how the agency will spend Orange County’s funding award. Expense Description Amount Coordinator Position for Learning Across Generations Program (Personnel)6,819 Community Outreach Specialist Position for Keeping Your House a Home (Personnel)3,181 Program Services Outline the critical services (activities) the agency will employ to attain the Anticipated Outcomes below, by June 30, 20 . ● Coordinate with the Orange County Home Preservation Coalition regarding repairs and update all homeowners on the progress of their repair status.Support homeowners in completing repair applications,researching repair needs,building scopes of work for projects,and hiring workers to complete repairs.Meet with homeowners and share information regarding various repair programs and opportunities available for their specific needs.Contact repair agencies to connect homeowners with nonprofit providers and coordinate while the repairs are active. ● Implement Keeping Your House a Home workshops by recruiting residents and sharing information.Partner with other agencies to participate in the workshops by providing information regarding energy efficiency practices,do-it-yourself projects to reduce the need for expensive repairs,assisting in the completion of repair applications.Coordinate wills clinics in partnership with various attorneys and law students while doing outreach that will include phone calls,flyers, newsletter publications.Schedule individual sessions with residents to attorneys on an ongoing basis depending on availability of services. ●Create 10 new Northside Chronicles and other local history materials for youth to utilize while exploring more about local history.These materials all focus on local stories of individuals as a way for history of the area to be learned in a more accessible way. ●Coordinate Learning Across the Generations workshops to over 1485 students across the Chapel Hill,Carrboro City School System and other local areas.These workshops cover topics from oral history,local organizing and the importance of personal growth as a marker for inspiring youth to be the change makers of the future. ●Connecting with 35 or more educators on the results of the effectiveness of the local history workshops to their students.Speaking about their increase of confidence and knowledge through postworkshop surveys. Anticipated Outcomes Certified by: _______________________ Title: __________________________ Date: ____________ (Provider ’s Signature) DocuSign Envelope ID: 453E455B-EB8F-4C63-A66F-89BF3CD9DE40 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 More than 90 % of teachers reported increased student confidence in leadership via post-workshop surveys 100% (35/35) of teachers # and % of workshops existing Oral / Civil Rights History Story Books (Northside Chronicles) updated by veteran community activists and educators 9/10, 90% # of students who acquire local history skills,as reported post workshop teacher surveys 1485 (95%) # of elderly or low-income residents who gain home preservation plans that help retain them in their home 65/65 # elderly households provided with attested wills that help prevent land loss 18/18 # of households that receive coordinated,comprehensive, quality home repairs that help retain them in their homes 20/20 Certified by: _______________________ Title: __________________________ Date: ____________ (Provider ’s Signature) DocuSign Envelope ID: 453E455B-EB8F-4C63-A66F-89BF3CD9DE40 DATE (MM/DD/YYYY)CERTIFICATE OF LIABILITY INSURANCE 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 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). CONTACTPRODUCERNAME: FAXPHONE(A/C, No):(A/C, No, Ext): E-MAILADDRESS: INSURER(S) AFFORDING COVERAGE NAIC # INSURER A : INSURED INSURER B : INSURER C : INSURER D : INSURER E : INSURER F : COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. 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DISEASE - POLICY LIMIT $DESCRIPTION OF OPERATIONS below DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (Attach ACORD 101, Additional Remarks Schedule, if more space is required) CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF,NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESENTATIVE © 1988-2010 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORDACORD 25 (2010/05) MARICHE OP ID: NJE 10/03/2022 Natalie EngelhartThe Sorgi Insurance Agency 16 Consultant Place Suite 102 Durham, NC 27707 James E. Sorgi, CIC 919-682-4814 919-682-4906 natalie@sorgiinsurance.com Erie Insurance Exchange 26271 Westchester Fire Insurance CoMarian Cheek Jackson Center for Saving and Making History 512 West Rosemary St Chapel Hill, NC 27510 1,000,000 AX X Q970503239 08/15/2022 08/15/2023 1,000,000 X 5,000 1,000,000 2,000,000 2,000,000 X 1,000,000 A Q970503239 08/15/2022 08/15/2023 XX X A Q921501020 08/15/2022 08/15/2023 500,000 500,000 500,000 B Professional Liab.EONNCF138950892004 11/05/2021 11/05/2022 Prof Liab 1,000,000 ADDITIONAL INSURED: Town of Carrboro as required by written contract TOWNCA1 Town Of Carrboro 301 West Main Street Carrboro, NC 27510 DocuSign Envelope ID: 453E455B-EB8F-4C63-A66F-89BF3CD9DE40