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HomeMy WebLinkAbout2023-592-E-Housing Dept-Legacy, Insurance, and Financial Education-racial equity consultingRevised 04/23 1 [Departmental Use Only] TITLE LIFE Group - OCPEH FY 23-24 NORTH CAROLINA SERVICES AGREEMENT NO RFP/RFQ ORANGE COUNTY This Services Agreement (hereinafter “Agreement”), made and entered into this 3rd day of October, 2023, (“Effective Date”) by and between Orange County, North Carolina a political subdivision of the State of North Carolina (hereinafter, the "County") and Legacy, Insurance, and Financial Education, LLC, (hereinafter, the "Provider"). WITNESSETH: That the County and Provider, for the consideration herein named, do hereby agree as follows: 1. Services a. Scope of Work. i) This Agreement is for services to be rendered by Provider to County with respect to (insert type of project): racial equity consulting ii) By executing this Agreement, the Provider represents and agrees that Provider is qualified to perform and fully capable of performing and providing the services required or necessary under this Agreement in a fully competent, professional and timely manner. iii) Time is of the essence with respect to this Agreement. iv) The services to be performed under this Agreement consist of Basic Services, as described and designated in Section 3 hereof. Compensation to the Provider for Basic Services under this Agreement shall be as set forth herein. 2. Responsibilities of the Provider a. Services to be provided. The Provider shall provide the County with all services required in Section 3 to satisfactorily complete the Project within the time limitations set forth herein and in accordance with the highest professional standards. b. Standard of Care. i) The Provider shall exercise reasonable care and diligence in performing services under this Agreement in accordance with the highest generally accepted standards of this type of Provider practice throughout the United States and in accordance with applicable federal, state and local laws and regulations applicable to the performance of these services. Provider is solely responsible for the professional DocuSign Envelope ID: 52B91A25-DC03-4705-8B97-2952625DBF63 Revised 04/23 2 quality, accuracy and timely completion and submission of all work related to the Basic Services. ii) Provider shall be responsible for all errors or omissions of its agents, contractors, employees, or assigns in the performance of the Agreement. Provider shall correct any and all errors, omissions, discrepancies, ambiguities, mistakes or conflicts at no additional cost to the County. iii) The Provider shall not, except as otherwise provided for in this Agreement, subcontract the performance of any work under this Agreement without prior written permission of the County. No permission for subcontracting shall create, between the County and the subcontractor, any contract or any other relationship. iv) Provider is an independent contractor of County. Any and all employees of the Provider engaged by the Provider in the performance of any work or services required of the Provider under this Agreement, shall be considered employees or agents of the Provider only and not of the County, and any and all claims that may or might arise under any workers compensation or other law or contract on behalf of said employees while so engaged shall be the sole obligation and responsibility of the Provider. v) If activities related to the performance of this Agreement require specific licenses, certifications, or related credentials Provider represents that it or its employees, agents and subcontractors engaged in such activities possess such licenses, certifications, or credentials and that such licenses certifications, or credentials are current, active, and not in a state of suspension or revocation. vi) Should any documents, exhibits, or addenda be attached to this Agreement, the terms of this Agreement shall have priority in any conflict with or among the terms of such referenced documents, exhibits. vii) Should this Agreement involve project designs, the construction or creation of which is to be bid out or fulfilled by other contractors, and bidding or negotiation with contractors produce prices which, when added to the other elements of the approved total project cost, produce a cost that is in excess of the approved total project cost, the Provider shall participate with the County in negotiation and design adjustments to the extent such are necessary to obtain prices within the approved total project cost. All activity of the Provider with respect to these matters shall constitute Basic Services and shall be performed by the Provider without additional compensation. If negotiation and design adjustments fail to bring costs within the total project cost the County may reject all bids and Provider will redesign or reduce portions of the project in an effort to reduce the bid prices to within the total project cost and rebid the project. One such redesign is included within Basic Services. If this second letting for bids does not produce bids that are within the approved total project cost initially or after negotiations with the contractor the cost is not reduced to an amount within the total project cost, the Provider is not obligated to engage in further redesign. 3. Basic Services DocuSign Envelope ID: 52B91A25-DC03-4705-8B97-2952625DBF63 Revised 04/23 3 a. Basic Services. The Services to be rendered pursuant to this Agreement are as follows (fully describe services to be provided): See attached scope of work 4. Duration of Services a. Term. The term of this Agreement shall be from July 1, 2023 to June 30, 2024. b. Scheduling of Services. i) The Provider shall schedule and perform its activities in a timely manner. ii) Should the County determine that the Provider is behind schedule, it may require the Provider to expedite and accelerate its efforts, including providing additional resources and working overtime, as necessary, to perform its services in accordance with the approved project schedule at no additional cost to the County. iii) The Commencement Date for the Provider's Basic Services shall be July 1, 2023. 5. Compensation a. Compensation for Basic Services. Compensation for Basic Services shall include all compensation due the Provider from the County for all services satisfactorily (as determined by the County) performed pursuant to this Agreement. The maximum amount payable for Basic Services shall not exceed twenty thousand Dollars ($20,000). Payment for satisfactorily performed Basic Services shall become due and payable within thirty (30) days of Provider properly invoicing County. Payment shall be subject to provisions of Section 5(b). b. Disputes. In the event the amount stated on an invoice is disputed by the County, the County may withhold payment of all or a portion of the amount stated on an invoice until the parties resolve the dispute. Should Provider fail to perform its duties under the terms of this Agreement, County may, without fault or penalty, withhold any payment associated with the work to be performed until such time as said work is completed. c. Additional Services. County shall not be responsible for costs related to any services in addition to the Basic Services performed by Provider unless County requests such additional services in writing and such additional services are evidenced by a written amendment to this Agreement. 6. Responsibilities of the County a. Cooperation and Coordination. The County has designated (Rachel Waltz) 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 DocuSign Envelope ID: 52B91A25-DC03-4705-8B97-2952625DBF63 Revised 04/23 4 a. General Requirements. Provider shall obtain, at its sole expense, Commercial General Liability Insurance, Automobile Insurance, Workers’ Compensation Insurance, and any additional insurance as may be required by County’s Risk Manager as such insurance requirements are described in 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). If County’s Risk Manager determines additional insurance coverage is required such additional insurance shall consist of n/a (if no additional insurance required mark N/A as being not applicable). Provider shall not commence work until such insurance is in effect and certification thereof has been received by the County's Risk Manager. 8. Indemnity a. Indemnity. To the extent authorized by North Carolina law the Provider agrees, without limitation, to defend, indemnify and hold harmless the County from all loss, liability, claims or expense, including attorney's fees, arising out of or related to the Project and arising from property damage or bodily injury including death to any person or persons caused in whole or in part by the negligence or 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 provision to require the Provider to indemnify the County to the fullest extent permitted under North Carolina law. 9. Amendments to the Agreement a. Changes in Basic Services. Changes in the Basic Services and entitlement to additional compensation or a change in duration of this Agreement shall be made by a written Amendment to this Agreement executed by the County and the Provider. The Provider shall proceed to perform the Services required by the Amendment only after receiving a fully executed Amendment from the County. 10. Termination a. Termination for Convenience of the County. This Agreement may be terminated without cause by the County and for its convenience upon seven (7) days’ prior written notice to the Provider. b. Other Termination. The Provider may terminate this Agreement based upon the County's material breach of this Agreement; provided, the County has not taken all reasonable actions to remedy the breach. The Provider shall give the County seven (7) days' prior written notice of its intent to terminate this Agreement for cause. Either party may terminate this Agreement upon notice to the other party that obligations pursuant to this Agreement are made impractical due to declarations of emergency by Orange County or by North Carolina due to events directly impacting Orange County. Both parties shall remain responsible for all payment and performance due up to the receipt of such notice, but shall have no further obligation or responsibility beyond that date provided the terminating party has taken all reasonable steps to complete the performance of its obligations. DocuSign Envelope ID: 52B91A25-DC03-4705-8B97-2952625DBF63 Revised 04/23 5 c. Compensation After Termination. i) In the event of termination, the Provider shall be paid that portion of the fees and expenses that it has earned to the date of termination, less any costs or expenses incurred or anticipated to be incurred by the County due to errors or omissions of the Provider. Upon request of the County, the Provider shall submit to County all relevant documentation, including but not limited to, job cost records, to support its claims for final compensation. ii) Should this Agreement be terminated, the Provider shall deliver to the County within seven (7) days, at no additional cost, all deliverables including any electronic data or files relating to the Project. d. 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. e. Suspension. County may suspend the Basic Services and this Agreement at any time for County’s convenience and without penalty to County upon three (3) days’ notice to Provider. Upon any suspension by County, Provider shall discontinue work on the Basic Services and shall not resume the Basic Services until notified to proceed by County. 11. Additional Provisions a. Limitation and Assignment. The County and the Provider each bind themselves, their successors, assigns and legal representatives to the terms of this Agreement. Neither the County nor the Provider shall assign or transfer its interest in this Agreement without the written consent of the other. b. 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. c. Non-Discrimination. Provider shall at all times remain in compliance with all applicable local, state, and federal laws, rules, and regulations including but not limited to all state and federal non-discrimination laws, policies, rules, and regulations and the Orange County Non-Discrimination Policy and Orange County Living Wage Policy (each policy is incorporated herein by reference and may be viewed at http://www.orangecountync.gov/departments/purchasing_division/contracts.php.) Any DocuSign Envelope ID: 52B91A25-DC03-4705-8B97-2952625DBF63 Revised 04/23 6 violation of the Orange County Non-Discrimination Policy is a breach of this Agreement and County may immediately terminate this Agreement without further obligation on the part of the County. This paragraph is not intended to limit and does not limit the definition of breach to discrimination. d. 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. e. 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. f. Severability. If any provision of this Agreement is held as a matter of law to be unenforceable, the remainder of this Agreement shall be valid and binding upon the Parties. g. Ownership of Work Product. Should Provider’s performance of this Agreement generate documents, items or things that are specific to this Project such documents, items or things shall become the property of the County and may be used on any other project without additional compensation to the Provider. The use of the documents, items or things by the County or by any person or entity for any purpose other than the Project as set forth in this Agreement shall be at the full risk of the County. h. Non-Appropriation. Provider acknowledges that County is a governmental entity, and the validity of this Agreement is based upon the availability of public funding under the authority of its statutory mandate. In the event that public funds are unavailable or not appropriated for the performance of County’s obligations under this Agreement, then this Agreement shall automatically expire without penalty to County immediately upon written notice to Provider of the unavailability or non-appropriation of public funds. It is expressly agreed that County shall not activate this non-appropriation provision for its convenience or to circumvent the requirements of this Agreement. In the event of a change in the County’s statutory authority, mandate or mandated functions, by state or federal legislative or regulatory action, which adversely affects County’s authority to continue its obligations under this Agreement, then this Agreement shall automatically terminate without penalty to County upon written notice to Provider of such limitation or change in County’s legal authority. i. Signatures. This Agreement together with any amendments or modifications may be executed electronically. All electronic signatures affixed hereto evidence the consent of DocuSign Envelope ID: 52B91A25-DC03-4705-8B97-2952625DBF63 Revised 04/23 7 the Parties to utilize electronic signatures and the intent of the Parties to comply with Article 11A and Article 40 of North Carolina General Statute Chapter 66. j. 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 Attention:Rachel Waltz Thomas Johnson-Bean P.O. Box 8181 Legacy,Insurance,and Financial Education, LLC Hillsborough, NC 27278 2764 Pleasant Rd, Suite A - PMB 957, Fort Mill, SC 29708 [SIGNATURE PAGE TO FOLLOW] DocuSign Envelope ID: 52B91A25-DC03-4705-8B97-2952625DBF63 Revised 04/23 8 IN WITNESS WHEREOF, the Parties, by and through their authorized agents, have hereunder set their hands and seal, all as of the day and year first above written. ORANGE COUNTY: PROVIDER: By: _________________________________ Bonnie Hammersley, County Manager By: __________________________________ Thomas Johnson-Bean, President Printed Name and Title DocuSign Envelope ID: 52B91A25-DC03-4705-8B97-2952625DBF63 Revised 04/23 9 ORANGE COUNTY—INTERNAL USE ONLY ______________________________________________________________________________ Finance Information Vendor Name: Legacy, Insurance, and Financial Education, LLC Vendor Contact Person: Thomas Johnson-Bean Phone: 1-877-888-1532 Address: 2764 Pleasant Road, Suite A, PMB 95 City Fort Mill State: SC Zip: 29708 Department: OC Housing Amount: $20,000 Purpose: racial equity consulting Budget Code(s): 32470620 630000 Vendor # Vendor Status with NCSOS: Vendor is a BOCC consultant: Yes No Contract Details Contract Type: New Amendment (Original Contract: ) (Most Recent Amendment ) Effective Date 10/03/2023 End Date Notice Date (Notice Purpose ) Award Approved by Board (Agenda Date: ); Made or Administered by Signature Authority - BOCC Express Delegation (Agenda Date: ) - Policy 9.4: Under $5,000; Service Under $90,000; Construction Under $250,000 - Budget Policy Section XV (Capital Improvement Project: ) Bidding Informal Bidding ($30k-$90k); Formal RFP ($90k+); Other (<$30k); Exception(# ) Department Affirmation 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 prio r to execution of the agreement. Services related to this agreement have already begun or been completed. Description of the nature of the emergency condition that was addressed: There was delay obtaining guidance from the OCPEH Executive Team regarding the expanded timeframe for the contracted work. Racial and financial equity facilitation is an es sential component of homeless system coordination and evaluation. This contracted service also better enables the meaningful participation of people with lived experience of homelessness. Department Director’s Signature ________________________________________ Date: ________ Information Technologies This agreement has been reviewed and is approved as to information technology content and specifications: Office of the Chief Information Officer___________________________________ Date: ________ Inapplicable because no hardware/software purchases or related services 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: ________ DocuSign Envelope ID: 52B91A25-DC03-4705-8B97-2952625DBF63 10/5/2023 10/13/2023 10/13/2023 10/13/2023 Revised 04/23 10 Clerk to the Board 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: Received for record retention: Office of the Clerk to the Board __________________________________________Date:_________ DocuSign Envelope ID: 52B91A25-DC03-4705-8B97-2952625DBF63 1 The Breakpoint Initiative The Breakpoint Initiative Conscious Leadership, in fellowship with The L.I.F.E. Group (Legacy, Insurance, and Financial Education), is excited to present a dynamic racial and financial equity training program. This unique program was built and formatted to boost company morale, increase employee engagement, and create a greater sense of community by exploring and analyzing our shared history, discussing economic realities, and incorporating components of critical awareness and implicit/explicit bias training. Our specialized areas of instruction are racial equity, social justice, and financial wellness. Our mission is to enrich your organizational structure with a comprehensive curriculum that complements a healthy workplace culture. As you continue to shape, expand, and invest in your team, we are excited to help your process! We have presented our program in various businesses and non-profits, as well as in several churches through our Faith and Finances ministry, and we have consulted with both start-up and well- established companies. Our specialized areas of instruction are racial equity, social justice, and financial wellness. This specific training will help participants have a deeper understanding of the concept of “micro-aggressions” and how to recognize and address them in everyday situations. After completing this training, participants will be able to: • Discuss Racial and Financial Equity clearly and concisely with renewed awareness • Define the term “microaggression” • Identify microaggressions in everyday situations • Identify the importance of addressing microaggressions • Learn how to avoid committing microaggressions • Gain skills in addressing microaggressions We have seen our various diversity, inclusion, and unconscious bias programs enrich the perspectives of leaders, advance equity goals, and build bridges for employees to better engage with one another. When company culture is built upon a strong foundation of racial and financial equity, with conscious leadership at the helm, it is well-positioned to thrive. Empathy and empowerment are our ultimate goals! Contacts: Thomas Johnson-Bean, Jamall Kinard Email: T.JohnsonBean@TheLIFE-iWant.com Email: JKinard@ConsciousLeadershipBCK.com DocuSign Envelope ID: 52B91A25-DC03-4705-8B97-2952625DBF63 2 The Breakpoint Initiative Project Scope The Breakpoint Initiative proposes a cultural development training program. Breakpoint will focus on systemic racism with an underlying theme of financial equity training, specifically to bridge the gap between the current socioeconomic climate and opportunities for community engagement. Our goal is for thoughtful reflection, along with tough conversations about our collective humanity, to take place alongside professional growth and increased self-awareness. When you build a culture that welcomes hard pauses to reflect on racial equity, financial growth, and social issues - the organization grows the right way. DocuSign Envelope ID: 52B91A25-DC03-4705-8B97-2952625DBF63 3 The Breakpoint Initiative Awareness ~ What is the Culture? Too often organizations want a quick fix to building a healthy culture and minimizing toxicity. This is likened to trying to cure a patient by writing a prescription without first understanding the patient’s underlying health condition. However, long-term wellness requires more than just a magic pill. Organizations, and societies alike, must resist the impulse to seek immediate relief for the symptoms, and instead focus on the disease. Otherwise, they run the risk of a recurring ailment. Effective training involves many levels – the most important of which is bringing awareness to the entire organization that there already is an established culture and exploring the impact of that culture. While most institutions already have mottos, mission statements, and codes of conduct, it does not mean they are rooted in the psyche of their staff or healthy for the achievement of meaningful goals. Our goal is to discuss the culture as it stands and why there is a desire for a racial equity initiative to improve upon it. Our Awareness presentation will build upon the following themes: • Cultivating cultural competence • Understanding the impact of privilege and the difference between equity, equality, and justice • Overview of Conscious/Unconscious bias • Racial and Financial Equity (Defining terms and Pinpointing Problems) • Financial Equity in Practice (Onboarding, Recruiting, and Retention) • Microaggressions (Overview) DocuSign Envelope ID: 52B91A25-DC03-4705-8B97-2952625DBF63 4 The Breakpoint Initiative Micro-aggression training Project Scope Company culture overview and training expectations Definitions and Impact (Group discussion – Personal experiences) DocuSign Envelope ID: 52B91A25-DC03-4705-8B97-2952625DBF63 5 The Breakpoint Initiative Effects of Micro-aggressions and Coping Strategies (Group discussion – Work culture) DocuSign Envelope ID: 52B91A25-DC03-4705-8B97-2952625DBF63 6 The Breakpoint Initiative Group Role Play (Group Discussion – How to offer a productive response to microaggressions) DocuSign Envelope ID: 52B91A25-DC03-4705-8B97-2952625DBF63 7 The Breakpoint Initiative Meet Our Team _________________________________________________________ Jamall Kinard Founder/President of Conscious Leadership and Community Organizer/Non-profit advisor Jamall Kinard is the Executive Director of the Lakeview Neighborhood Alliance. After 10 years of service as an educator and coach in the Charlotte Mecklenburg School System, he began facilitating workshops with the nationally recognized diversity training program, Racial Equity Institute, in August of 2019. As a devoted community organizer, he spends the bulk of his time as the Executive Director of the Lakeview Neighborhood Alliance (LNA), where he is leading the charge on revitalization efforts by focusing on family stability and civic awareness. The benefits of working with businesses and foundations are vast as Jamall builds a blueprint for various communities, organizations, and institutions to invest into the communities they thrive in. The goal of Conscious Leadership’s work is to create environments where racial diversity is not only embraced but celebrated, strong local leaders are empowered, and systemic racism is dismantled. Jamall obtained a Bachelor of Science Degree in Computer Science from Gardner-Webb University, Master’s Degree in Leadership from Northeastern University, and has Nonprofit Business Management Certifications from both Wake Forest University and Duke University. DocuSign Envelope ID: 52B91A25-DC03-4705-8B97-2952625DBF63 8 The Breakpoint Initiative Thomas R-L Johnson-Bean Founder and President of The L.I.F.E. Group Author of “4 True Lies about Your Money” Thomas Johnson-Bean is the Founder and President of The L.I.F.E. Group (Legacy, Insurance, and Financial Education) as well as an avid investor and 16-year entrepreneur. As a consultant, and author of “4 True Lies about Your Money”, he is nationally recognized as an advocate for corporate health, employee engagement, and financial wellness. Thomas spent 10 years as a Financial Advisor with Bankers Life and Casualty where he rose the ranks to become a Unit Supervisor and led the region in production. The Bankers Life model is based on Retirement income and Legacy planning. It was in building relationships with retired business owners, managing corporate exits, and succession planning where he found his passion for working with Business Owners and Executives to cement their vision and build healthy cultures where people can thrive. With a track record of success, and great relationships within the Investment advisory industry, Thomas went on to become the Managing Director of a Millennial-focused Advisory firm in Uptown Charlotte. While growing a team of Advisors, he worked with budding Entrepreneurs and Start-up companies that used seed money, venture capital, and crowdfunding to expand. He has worked to grow healthy companies from the very beginning and helped successful companies close their doors. Thomas has consulted with several Fortune 500 companies and enjoyed a flourishing career as a Financial Advisor before retiring his securities licenses. He is a graduate of Davidson College and a student of life. DocuSign Envelope ID: 52B91A25-DC03-4705-8B97-2952625DBF63 9 The Breakpoint Initiative Client Testimonials – we ask all participants in our trainings to offer anonymous feedback – check out what they have to say: __________________________________________________________ “Breakpoint's facilitators, Jamall and TJB, not only helped us define and explore DEI topics, but did so in ways that met us at our individual levels of understanding while encouraging growth, conversation, and action.” “Jamall and TJB's sessions are carefully considered and full of relevant information. At the same time, they create a safe space for reflection and discussion. I appreciated the way they led our team through the process of learning about the structural causes of racism, bias, and discrimination, and beginning to figure out what to do differently as an organization, both internally and outward-facing.” “This was an excellent training series and TJB and Jamall were incredible facilitators and trainers. They tailored a plan based on our needs and the participants in our group and they came with excellent tools and information, as well as conversation topics and homework. I would highly recommend Breakpoint.” “Thought provoking information that will lay the groundwork for future movement in our organization.” “The sessions provided through the Breakpoint Initiative were profound for me personally and professionally. As a breakpoint is an interruption of a pattern, the sessions helped change the way that I think, listen, and engage with others on the topic of racial and financial equity in ways that will advance the conversation for change. I now feel empowered in getting “comfortable being uncomfortable” and want to take these discussions to another level.” “These sessions helped me both personally and professionally grow in my understanding of systemic racism and how it impacts myself and those around me. I feel more confident in my ability to identify issues of systemic racism both in and out of the workplace.” DocuSign Envelope ID: 52B91A25-DC03-4705-8B97-2952625DBF63 10 The Breakpoint Initiative Professional References __________________________________________________________ George Hancock Executive Director of SERVE Center Email: GHancock@Serve.org Phone: (336) 315-7435 www.SERVE.org Program Title: Diversity and Financial Equity Training Program Timeframe: February 2021 – May 2021 ____________________________________________________ Jessica Anderson Chapel Hill, NC Orange County City Council Member, Senior Policy Analyst Email: JAnderson@Serve.org Phone: (336) 315-7420 www.SERVE.org Program Title: Diversity and Financial Equity Training Program Timeframe: February 2021 – May 2021 ______________________________________________________ Dr. Audrey Martin-McCoy, Ph.D. Senior Policy Analyst Email: AMcCoy@Serve.org Phone: (919) 880-9610 www.SERVE.org Program Title: Diversity and Financial Equity Training Program Timeframe: February 2021 – May 2021 DocuSign Envelope ID: 52B91A25-DC03-4705-8B97-2952625DBF63 11 The Breakpoint Initiative Professional References _________________________________________________________ Barbara M. Foushee Mayor Pro Tem Email: bmfoushee@townofcarrboro.org Phone: (919) 270-4087 www.townofcarrboro.org Project Title: *A Tree, Bee, and Bike Friendly Community* Scope: Cultural Development Through a Racial Equity Lens with OCPEH - Orange County Partnership to End Homelessness Timeframe: October 2020 – Present __________________________________________________________ Reverend Dennis Williams Senior Pastor Faith Memorial Baptist Church Email: dennisrwilliams83@gmail.com Phone: (704) 957-6419 Project Title: Racial Equity Consulting with Faith Memorial Community Outreach Center Scope: Critical Awareness and Community Engagement Timeframe: October 2019 - Present __________________________________________________________ Chelsey McIvor Community Engagement Specialist Email: CMcIvor@LNACharlotte.org Phone: (980) 989-2798 www.LNACharlotte.org give.classy.org/Lakeview Project Title: Engage, Educate, Empower Scope: Diversity & Financial Equity Program with the Lakeview Community Timeframe: March 2019 - Aug 2019, Monthly sessions DocuSign Envelope ID: 52B91A25-DC03-4705-8B97-2952625DBF63 CERTIFICATE OF INSURANCE NOTICE: THIS IS TO CERTIFY THAT THE INSURED LISTED BELOW IS COVERED UNDER THE POLICY OF INSURANCE LISTED BELOW, FOR THE CERTIFICATE PERIOD INDICATED. This insurance provides professional liability (E&O) insurance coverage for properly licensed individual insurance agents and insurance consultants. It is written on a “claims-made and reported” basis and applies only to “written claims” first made against an insured and reported to the Insurer during the Named Insured's Certificate Period. No coverage exists for claims first made or reported after the Named Insured’s Certificate Period unless an extended reporting period applies. (For those Named Insureds who are residents of or practice in New York State, no coverage exists for claims first made or reported after the end of the coverage relationship unless an Extended Reporting Period applies.) Defense costs reduce the Limits of Liability and are subject to the Retention. Please review the policy carefully and discuss the coverage with your insurance agent or broker. NAMED INSURED:PRODUCER: Thomas Johnson-bean 6026 Laurent Avenue, Fort Mill, SC 29715 Jason Rogers CA License #: 0K64122 NAPA 8430 Enterprise Circle, Suite 200 Lakewood Ranch, FL 34202 COMPANY AFFORDING COVERAGE: Continental Casualty Company COVERAGE: THIS IS TO CERTIFY THAT THE INSURED LISTED ABOVE IS COVERED UNDER THE POLICY OF INSURANCE LISTED BELOW, FOR THE CERTIFICATE PERIOD INDICATED. THE INSURANCE AFFORDED BY THE POLICY DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICY. Policy Number Certificate Period Limits of Liability 596427449 07/01/2023 07/01/2024 1M Per Claim/ 3M Annual Aggregate COVERAGE:RETENTION AMOUNT: Each Claim Life, LTC, Accident, and Health $0 Medicare Advantage and Medicare Supplemental $0 Disability Income Insurance $0 Indexed Annuities/Fixed Annuities $0 Variable Annuities $5,000 Mutual Funds $5,000 NOTICE OF CLAIMS: Life Agent Intake Notice Administrator, CNA CNA - Specialty Claim PO Box 8317, Chicago IL 60680-8317 or via email: SpecialtyProNewLoss@cna.com SPECIAL PROVISIONS: For any service related inquiries please: Call NAPA at (800) 593-7657 Visit www.napa-benefits.org Or email info@napa-benefits.org Named Insured's Endorsement attached at Certificate Inception: DATE: 07/02/2023 By Authorized Representative: Coverage: This certificate of insurance is not a contract of insurance. It is merely evidence of insurance provided under a Master Policy. Covered claims are paid in accordance with the terms of the Master Policy. Coverage is provided based on representations made on the Named Insured’s Application for Insurance. No coverage exists if the representations made on the Named Insured’s Application for Insurance are discovered to be false. Failure to provide true and accurate responses to any of the questions on the Application for Insurance will result in the immediate voiding of the insurance coverage issued and/or the denial of claims asserted against the Named Insured. Coverage is in-force only if premium payments are current. A Policy Aggregate of $50,000,000 applies under the Master Policy except with respect to those Named Insureds who are resident of or practice in New York State. A complete copy of the policy is available at www.napa-benefits.org/nd. This certificate of insurance does not amend, extend, or alter the coverage afforded by the insurance policy, and coverage is subject to all of the terms, conditions and exclusions of the policy. DocuSign Envelope ID: 52B91A25-DC03-4705-8B97-2952625DBF63   349210D70005 · $20,000.00 USD due October 4, 2023 Page 1 of 1 Invoice Invoice number 349210D70005 Date of issue October 4, 2023 Date due October 4, 2023 The LIFE Group 2764 Pleasant Road Suite A - PMB 957 For t Mill, South Carolina 29708 United States 1 8778881532 support@thelife-iwant.com Bill to Orange County Partnership to End Homelessness rwaltz@orangecountync.gov $20,000.00 USD due October 4, 2023 Pay online We appreciate the oppor tunity to do business with you and look forward to being a continued resource for you in the future! Description Qty Unit price Amount OCPEH Annual Fee - Breakpoint Racial & Financial Equity Facilitation Program July 2023 - June 2024 1 $20,000.00 $20,000.00   Subtotal $20,000.00 Total $20,000.00 Amount due $20,000.00 USD   Pay with ACH or wire transfer Bank transfers, also known as ACH payments, can take up to five business days. To pay via ACH, transfer funds using the following bank information. Bank name WELLS FARGO BANK, N.A. Routing number 121000248 Account number 40630141438634799 SWIFT code WFBIUS6S DocuSign Envelope ID: 52B91A25-DC03-4705-8B97-2952625DBF63