HomeMy WebLinkAboutAgenda - 09-10-2024; 2 - Discussion on Orange County Outside Agencies Application, Scoring and Funding Process 1
ORANGE COUNTY
BOARD OF COMMISSIONERS
ACTION AGENDA ITEM ABSTRACT
Meeting Date: September 10, 2024
Action Agenda
Item No. 2
SUBJECT: Discussion on Orange County Outside Agencies Application, Scoring and
Funding Process
DEPARTMENT: County Manager
ATTACHMENT(S): INFORMATION CONTACT:
A. Current Outside Agencies Funding Melissa Allison, 919-245-2301
Application Caitlin Fenhagen, 919-245-2303
B. Current Application Scorecard
C. Quarterly Outcomes Form
PURPOSE: To discuss the current Outside Agencies funding process to ensure the County's
Strategic Goals and Objectives are prioritized and that the application and scorecard incorporate
the Strategic Plan and the County's priority needs. In addition, County Manager staff has offered
some recommendations on the process.
BACKGROUND: At the June 4, 2024 Business meeting, Board of Commissioners` Chair
Jamezetta Bedford submitted a petition requesting that the Board review the Outside Agencies
funding process to align it more directly with the County's priorities and the Strategic Plan and
Objectives.
Currently, Outside Agencies apply for funding from Orange County using a joint funding
application created by the County and the Towns of Chapel Hill and Carrboro. The Outside
Agencies process begins in late October/early November with a kick-off orientation hosted by the
County and Towns for the agencies explaining the application process and requirements.
Attachment A is the application used for the FY 2024-25 funding process. (Please note that the
attached application is a hard copy version of the online application that is available in the
Open.gov portal on the Town of Chapel Hill's website.)
Upon receipt of the applications in mid-January, the County Manager's office distributes
applications to assigned Department Directors for review and evaluation. The County Manager
requests that the County's scorecard be completed by the Department Director (and any
applicable review boards) prior to individual agency meetings with the Manager in mid-March. The
current scorecard used by Orange County is provided at Attachment B. Currently, the same
scorecard is used for new agencies and those that have received prior funding. The towns utilize
their own scorecards.
The County Manager, Business Officer/Outside Agencies Coordinator Melissa Allison and the
assigned Department Director meet with each agency that has applied for a brief presentation.
The towns jointly host their own agency presentations to their advisory boards and town staff.
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Following the County Manager presentations, the scorecards are reviewed, finalized and
submitted to the Manager for the final funding recommendations.
Following Board of Commissioners` adoption of the Budget in June, the assigned Department
Directors (or their designees) are responsible for formalizing the funding agreements with the
agencies beginning at the start of the next fiscal year. Directors (or their designees) receive and
review quarterly outcome forms and ensure quarterly payments to the agencies. The Outcomes
Form is provided at Attachment C.
The current application, scorecard and outcomes form do not reference the County's Strategic
Plan and Objectives.
County Manager's office staff have discussed possible changes to the application, scorecard and
quarterly outcomes form that would require agencies to indicate which Strategic Goals and
Objectives would be met by the agencies and ensure the applications are evaluated for
addressing priority County needs. In addition, staff could ensure performance measures are in
place that track these goals and objectives. The County's Strategic Plan Manager, Kelly
Guadeloupe, would consult on these changes, and moving forward would be included in the
presentations by the agencies along with Melissa Allison and the assigned Department Director.
These three County staff members would complete the scorecards for submittal to the County
Manager for final funding recommendations. The need to have a separate scorecard for new
agencies which does not lower their score for prior outcomes and results has also been disussed.
The County Manager would make the final funding recommendations with a formula that
prioritizes the highest scoring for new and exisiting agencies that align with County strategic goals
and needs.
FINANCIAL IMPACT: There is no financial impact associated with this discussion.
ALIGNMENT WITH STRATEGIC PLAN: This item supports:
• GOAL 2: HEALTHY COMMUNITY
OBJECTIVE 3. Provide social safety net programming and the resources needed for our
most vulnerable community members (e.g., veterans, unhoused people, foster children,
older adults, etc.).
OBJECTIVE 7. Invest in services and programs that improve the health and quality of life
of the community (e.g., recreation and public open spaces, arts, etc.)
• GOAL 5: PUBLIC EDUCATION/LEARNING COMMUNITY
OBJECTIVE 1. Foster collaborative relationships with formal and informal educational
organizations and agencies to provide opportunities for community members to meet,
connect, and learn together
RECOMMENDATION(S): The Manager recommends that the Board review the Outside
Agencies funding process, acknowledging that staff plans to move with the proposed
recommendations and incorporate any necessary changes into the Outside Agencies application,
scorecard and evaluation process.
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ORANGE
COUNT`
NORTH CJA.ROLINA
www.orangecountync.gov www.carrboronc.gov www.townofchapelhill.org
FISCAL YEAR 2024-2025
Outside encies
Funding App
Iz-
_t
' - �
1
4
Thank you for your interest in the Outside Agency Common Funding Application process for the Town
of Carrboro, the Town of Chapel Hill, and Orange County!
The Application Submittal Deadline for Fiscal Year 2024-2025 is: Thursday, January 12, 2024, 5:00
PM. Please note that late, handwritten, or incomplete applications will not be accepted.
Agencies that receive funding are required to submit progress reports as specified by the local
government organization. Funded projects will be monitored for progress and performance,
financial and administrative management, and compliance with the terms of Performance or
Development Agreement(s). Monitoring may involve site and/or office visit(s).
FUNDING PROCESS KEY DATES
DATE ACTIVITY
November 2023 Funding Application Posted on Website
November, 2023 (9:00am-11:00am) Performance Measures Workshop
➢ Chapel Hill Public Library, Meeting Room B
December, 2023 (9:00am-11:00am) Application Orientation Workshop
➢ Chapel Hill Public Library, Meeting Room B
November 2023 —January 2024 Agency Prepares Application
December, 2023 (9:00am —10:00am)
Registration will open one week prior to the
event. Please register here on the Town of Virtual Q&A Session
Chapel Hill's Calendar page.
January, 2024 (9:00am-10:00am)
Registration will open one week prior to the
Virtual Q&A Session
event. Please register here on the Town of
Chapel Hill's Calendar page.
January 12, 2024 Application Deadline 5:00 pm
Application Review & Agency Presentations
February— May 2024 *No Agency Presentation will be required for Town of
Chapel Hill and Town of Carrboro requests in the
amount of$5,000 or less. Presentations are optional.
June 2024 Agency Funding Approval by Board/Council
July 2024 Contracts Executed & Programs Begin
Application Submittal Checklist Page 2 of 21
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SUBMISSION INFORMATION
You must submit your application and supplemental documents using the on-line OpenGov portal.
Question should be sent to:
- Town of Carrboro: humanservices@carrboronc.gov
- Town of Chapel Hill: humanservices@townofchapelhill.org
- Orange County: outsideagencies@orangecountync.gov
- Label all attachments in the following format: A. (Your Agency Name) (Your Document
Name)
o For example: A. ABC Nonprofit Financial Audit
Human Services Awards
The Human Services Award program is for funding requests to support vital community services
throughout Orange County. This is a very competitive process and typically awards are made to
organizations that have been in operation for at least one year.
Eligible proposals:
■ Are from established 501c3 organizations, with current documentation of their nonprofit
status.
■ Are in good standing with the Towns and County and do not have unresolved performance
or compliance issues.
■ Align with at least one of the three strategic objectives of the Towns Human Services Result
Framework (for Towns of Chapel Hill and Carrboro only).
■ Request $2,000 or more (for Town of Chapel Hill only).
■ Are submitted on time and are complete.
Chapel Hill & Carrboro Applicants Only:
Small Awards
The Small Award Program is for funding requests at or below $5,000.
Applicants of the Small Award program will submit all of the information required in the
application. Agencies requesting $5,000 or below will not be required to attend the agency hearing;
attendance is optional. The hearing is required for requests over $5,000.
Based on the results of the Racial Equity Assessment Lens (REAL) of the Humans Services process,
staff will allow up-front payments for certain applicants. The intention of providing up-front awards
rather than on a reimbursement basis is to ensure smaller, newer, and potentially less established
organizations can serve community needs. Only agencies requesting at or below $5,000 will be
eligible to receive an up-front award of the total amount, pending recommendation from the
HSAB. Funding parameters include:
1. Performance agreement (same as other agencies)
2. Completion of an upfront payment award request
Application Submittal Checklist Page 3 of 21
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3. Bi-annual reporting (same as other agencies)
4. If the agency does not spend the money or meet appropriate goals, they will
be required to submit a written explanation via memo and plan for repayment of
the awarded funding.
i.lf the agency does not return/repay the funding, they may be ineligible
to apply for future HS funding until repayment has been made.
The Human Services staff will offer additional training opportunities for new agencies as well as the
option for quarterly check-ins.
Chapel Hill Applicants Only:
Community Impact Awards
The Town of Chapel Hill's Community Impact Award Program is for large awards for particularly
impactful programs and projects that align with the strategic objectives outlined in the Town's
Human Services Results Framework (see attachments).
Eligible proposals:
■ Are in the range of$30,000-50,000 and can be expended within the one-year performance
agreement period.
■ Demonstrate a strong evidence base for why the particular programmatic approach(es)
proposed are the best fit for meeting the human services need(s) of the target population
■ Demonstrate a scale of impact (in terms of numbers reached and/or long-term sustainability)
that will significantly contribute towards the strategic objectives identified in the Results
Framework.
■ Meet the additional criteria of the Town's Human Services Program, as outlined in the funding
application.
Previous Community Impact Award recipients will receive priority if they choose to apply a second
time. Once an agency receives the Community Impact Award two years in a row, they are ineligible
for the award for the next two years.
A maximum of up to three awards may be made for the Fiscal Year 2025 Funding Cycle.
Application Submittal Checklist Page 4 of 21
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APPLICATION SUMMARY
Applicant Contact Information
Applicant Organization's Legal Name:
Applicant Organization's Physical Address:
Applicant Organization's Mailing Address:
Applicant Organization's Web Address:
Executive Director:
Telephone Number: E-Mail:
Tax ID Number:
Funding Request
Please list all Fiscal Year 2024 Human Services (HS)funding requested for all programs and the proposed
use of funds(please list program name only)
Program Carrboro- Chapel Orange Total
HS Hill-HS County-HS
Ex. Youth Afterschool Program $10,000 $15,000 $5,000 $30,000
Operations or Personnel Operations Personnel Operations
Totals
Briefly explain your proposed use of funds:
To the best of my knowledge and belief all information and data in this application is true and
current. The document has been duly authorized by the governing board of the applicant.
Signature:
Executive Director Date
Signature:
Board Chairperson Date
Cover Page P a g 5 of 21
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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:
Executive Director Date
Signature:
Board Chairperson Date
Cover Page P a g e 6 o f 2 1
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AGENCY INFORMATION
Please provide the following information about your agency:
1. Date of Incorporation (Month/Year):
2. Agency's Purpose/Mission (no more than a few sentences):
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).
4. Living Wage: Does this agency pay permanent employees a minimum living wage? (Yes/No)
If yes, is this agency an Orange County Living Wage Certified Employer?
If no, please briefly explain.
Schedule of Positions: #of FTE—Full-Time Paid Positions: #of FTE—Part-Time Paid Positions:
Race& Equity
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. We are requesting basic information about your organization's racial equity work.
5. How has your organization incorporated racial equity goals into your organizational goals?
6. Please describe how you have involved the intended beneficiaries of the proposed project in the
planning and design process (in 100 words or less).
7. Please fill in your agency demographics in the table below:
Agency Demographics
Staff Board
Sex
Male
Female
Non binary/Genderqueer
Other/prefer not to answer/unknown
Total 0 0
Race and Ethnicity
Program information Pa . - o f 21
10
American Indian or Alaska Native
Asian
Black or African American
Native Hawaiian or Other Pacific Islander
White
More than one race
Other
Prefer not to answer/unknown
Total 0 0
Of the above, how many individuals identify as Hispanic or Latino
Of the above, how many individuals do not identify as Hispanic or
Latino
Prefer not to answer/unknown
Total 0 0
8. Please describe any activities your organization is doing to address racial equity.
a. %of staff that have attended racial equity training:_
b. %of board that have attended racial equity training:
c. Any additional activities:
PROGRAM INFORMATION
*Please submit for each program if applying for funding for more than one program.
9. Program Name:
Program Primary Contact and Title:
Telephone Number: E-Mail:
10. 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)
Program information P a g e 8 o f 2 1
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11. 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 2022-2023 Projected 2023-2024 Projected 2024-2025
Total Cost of Program
Total#of Individuals
Cost Per Individual
12. 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 select one strategic objective per program. If you would like to provide additional information on how
your program aligns with additional strategic objectives, please include that information in Question 10 —
Program Description. See the Results Framework in the Attachments section as a reference.
Program Name:
Strategic ❑ Children improve their educational outcomes
Objective
(please choose onefrom ❑ Residents Increase their livelihood security
the Results Framework)
❑ Residents improve their health outcomes
Intermediate Insert Intermediate Result here.
Result
(please choose one from
the Results Framework)
RESULTS Actual Projected Projected
2022-2023 2023-2024 2024-2025
Performance Insert Performance Indicator here.
Indicators
(Please choose at least
one performance
indicator to report on
from the Results
Framework and add
12
additional performance
indicators that you
would like to report to
the Towns. Please
insert additional rows as
needed,listing one per
row).
Program information P a g e 10 o f 2 1
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OR"E COUNTY
Outside Agencies/Human Services
Please select which function area best aligns with your agency and program(s) in which you are
requesting funding. Please select only one from the list below:
❑ Behavior Health ❑ Public Health& Health Education
❑ Food&Nutritional Service ❑ Recreational
❑ Housing ❑ Senior Services
❑ Human Rights & Community Services ❑ Youth Services
❑ Juvenile & Adult Justice Services ❑ Other
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
Performance Measure
(How will you accomplish your goal?)
Actual Results
(Outcome)
Ending FY2023
Projected Results
(Outcome)
Ending FY2024
Projected Results
(Outcome)
Ending FY2025
Program Goal# 2
Performance Measure
(How will you accomplish your goal?)
Program informatior P a g e 11 o f 2 1
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AGE COUP
Outside Agencies/Human Services
Actual Results
(Outcome)
Ending FY2023
Projected Results
(Outcome)
Ending FY2024
Projected Results
(Outcome)
Ending FY2025
Program Goal # 3
Performance Measure
(How will you accomplish your goal?)
Actual Results
(Outcome)
Ending FY2023
Projected Results
(Outcome)
Ending FY2024
Projected Results
(Outcome)
Ending FY2025
Program information Pa g e 12 of 2 1
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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.
2. What methods/tools will your organization use to evaluate the proposed program's effectiveness?
Please include specific examples, such as a logic model.
3. Please briefly describe how your proposed programs aligns with evidence-based approaches to
addressing human service need(s).
4. Please describe one to three key partnerships/collaborations that add the most value to the success of
the proposed programs.
5. If you are not awarded a Community Impact Award,what would your agency's funding request be?
Program information
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4. ATTACHMENTS
Description of Required Attachments
a) Financial Audit
A recent financial audit that should cover CY2022,for calendar year agencies, and FY2022-2023,for fiscal year
agencies. For agencies with prior year revenues totaling $500,000 or more a financial audit, prepared by a
certified public accountant is required. Agencies with prior year revenues of less than $500,000 may submit a
completed Schedule of Receipts and Expenditures form (see application materials), in lieu of an audit/report.
Agencies with a certified audit/report should not complete the form. Schedule of Receipts and Expenditures
form is listed on the Town's and county website here.
b) Agency Budget
Please complete the provided template or submit your own budget file (as long as it contains the same
information, and in a similar format, as requested in the provided template. Please explain other in your
budget). Agency Budget Template is listed on the Town's and County website here. Please submit In PDF form
only.
c) Program Budget
You may complete the provided template, or you may submit your own budget file (as long as it contains the
same information, in the same format, as requested in the provided template. Please explain other in your
budget). Program Budget Template is listed on the Town's and County website here. Please submit in pdf only.
d) IRS Federal Form 990
A copy of the agency's 2022 Form 990 is required. The specific form depends upon the agency's financial
activity. Review the IRS' table guide,for more details. For Form 990-N (e-postcard)filers, include a copy of the
postcard, with the agency's application materials.
e) NC Solicitation License
A copy of the agency's current solicitation license is required. Organizations that solicit contributions in North
Carolina,directly or through a third party, must renew their licenses annually. For more details, refer to the NC
Secretary of State's licensing website and its Frequently Asked Questions Guide (PDF), about exemptions. If
exempt per N.C.G.S.§131F-3,include a copy of the exemption letter with the agency's application materials.
f) IRS Federal Tax-Exemption Letter
A copy of the agency's current IRS tax-exempt letter that confirms its nonprofit status is required. An agency
can request a copy of its letter from the IRS' Customer Account Services.
g) List of Board of Directors
Provide the following information about each board of director's member: name,telephone number, address,
occupation or affiliation of each member and the list must identify the principal officers of the governing body,
and length of term.
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h) Certificate of Liability Insurance
A copy of the agency's current certificate,from the agency's insurance carrier. Table 1 below outlines insurance
types and minimums required, for each jurisdiction. If exempt from Worker's Compensation compliance,
include a statement explaining why, with the agency's application materials.
NOTE: Proof of insurance is not required at the time of application submission. If your agency is approved for
funding, documentation of insurance must be provided to the jurisdiction awarding the funding when the
contract is awarded. The insurance certificate should reflect the funding jurisdiction as an additional insured
party and certificate holder and provide coverage for the duration of the funding period (July 1 —June 30).
Renewal certificates must be sent to the jurisdiction 30 days prior to any expiration date, cancellation or
modification of any stipulated insurance coverage.
NOTE: Upon request, insurance requirements may be reviewed on a case by case basis by the Town or County.
Please contact the staff identified on the Submission Requirements on Page 2 if you have questions or would
like to request a review of your insurance requirements.
Table 1. Forms of Liability Insurance and Minimum Policy Amounts Required
INSURANCE TOWN OF CARRBORO TOWN OF CHAPEL HILL ORANGE COUNTy3
Worker's Limits for Coverage A-
Compensationl Statutory State NC,for each
employee
Limits for Coverage B-
Employers Liability of:
$1,000,000 Each Occurrence
$1,000,000 BID for each
employee
Limits for Coverage A- $1,000,000 BID policy limit Limits for Coverage A-
Statutory State NC,for each Statutory State NC,for each
employee The contractor shall provide employee
and maintain, during the life of
Limits for Coverage B- the contract, workers' Limits for Coverage B-
Employers Liability of: Employers Liability of:
$1 million Each Occurrence compensation insurance as $1 million Each Occurrence
$1,000,000 BIDZ limit required by law, as well as $1,000,000 BID limit
employer's liability coverage
as noted below.
Employer's Liability: Workers'
Compensation is required if
the contractor/vendor has
employees. Owner Waiver is
acceptable for a Sole
Proprietor.
Commercial General $1 million Each Occurrence
Liability $1 million Each Occurrence $1 million Each Occurrence
y $2 million Aggregate
$2 million Aggregate $2 million Aggregate
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Products/Completed
Operations, Explosion,
Collapse& Underground
Automobile Liability $1 million Each Occurrence $1 million Each Occurrence
$1 million Each Occurrence
*Only required for agencies *Owned/non-owned, and *Only required for agencies
doing travel as part of the hired motor vehicle doing travel as part of the
agreement with the Town. agreement with the County.
Professional Liability $1 million Each Occurrence $1 million Each Occurrence $1 million Each Occurrence
$2 million Aggregate $2 million Aggregate $2 million Aggregate
Sexual Abuse& $1 million Each Occurrence
Molestation $1 million Each Occurrence $2 million Aggregate
$1 million Each Occurrence
$2 million Aggregate $2 million Aggregate
*May be required for
*Only required for agencies contractors working directly *Only required for agencies
doing direct work with minors one-on-one with children and doing direct work with minors
(under the age of 18). elderly or in overnight (under the age of 18).
sheltering capacities.
$1 million Each Occurrence $1 million Each Occurrence
$1 million Each Occurrence
Cyber Liability $2 million Aggregate $2 million Aggregate
$2 million Aggregate
*Only required for agencies *May be required for
transmitting personal Contractors having access to *Only required for agencies
transmitting personal
identifiable information that is personal identifying
identifiable information that is
disseminated electronically information, and/or computer disseminated electronically.
networks.
■ Visit the NC Industrial Commission's website for more information regarding Coverage A.Also, note that if
an agency uses subcontractors, it must require subcontractors to have workmen's compensation
insurance.
■ Bodily Injury by Disease (BID).
■ Please visit Orange County's Risk Management page for more information about the County's Minimum
Insurance Requirements.
■ For additional information regarding the Town of Chapel Hill's Minimum Insurance Requirements, please
contact the Office of Risk Management or Business Management.Town of Chapel Hill At-your-Service.
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2023 Income Limits
US Department of Housing and Urban Development (HUD)
Durham-Chapel Hill Metropolitan Statistical Area
(Durham, Orange, and Chatham Counties)
Income Level 1 2 3 4 5 6 7 8
person people people people people people people people
30%area
median $21,250 $24,300 $27,350 $30,350 $35,140 $40,280 $45,420 $50,560
income
50%area
median $35,400 $40,450 $45,500 $50,550 $54,600 $58,650 $62,700 $66,750
income
60%area
median $42,480 $48,540 $54,600 $60,660 $65,520 $70,380 $75,240 $80,100
income
80%area
median $56,650 $64,750 $72,850 $80,900 $87,400 $93,850 $100,350 $106,800
income
Page 17 of 21
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Human Services Program Results Framework
20 .P
The Town of Chapel Hill and the Town of Carrboro's Human Services Program funds programs that improve education, livelihood security, and
health outcomes for all residents.The program's overarching goal is to achieve economic and social wellbeing and opportunities to thrive for all
residents, particularly those who are low-income or otherwise disenfranchised.
Goal: All Chapel Hill and Carrboro residents experience
economic and social well-being & opportunities to thrive.
OF
Strategic Objective 1: Strategic Objective 2: Strategic Objective 3:
Children improve their Residents improve their health
education outcomes Residents increase their p
livelihoods security outcomes
I
Intermediate Result
Intermediate Result Intermediate Result Intermediate Result 71ocal
te Result Intermediate Result
1.2:Children 2.1: Residents access dents 3.1: Residents access 3.2: Residents
1.1:Children birth-to-K demonstrate new
access early childhood demonstrate new the most appropriate ob skills basic health care healthy lifestyle
development grade-level-appropriate social safety net e for the services(primary,
opportunities skills services nomy behavioral,dental) behaviors
Prepared by the Town of Chapel Hill Office for Housing and Community
Approved by the Chapel Hill Town Council June 20, 2018 and the Town of Carrboro Board of Alderman October 23,2018
Attachments
21
Strategic Objective 1: Children improve their education outcomes
Intermediate Result 1.1: Children birth-to-K access early childhood development opportunities
Agency Performance Indicators
■ % and #of children receiving scholarships who attend licensed, 4-5-star childcare facilities
■ % and #of program participant children who are read age-appropriate books in their home
once a week
■ % and # of children referred to socio-emotional health services that complete an age
appropriate therapeutic or enrichment program
Intermediate Result 1.2: Children demonstrate new grade-level-appropriate skills (grades K-12)
Agency Performance Indicators
■ % and # of program participants that are promoted to the next grade
■ % and # of program participants that improve grades by end of program period
■ % and #of program participants that improve classroom behavior
■ % and # of program participants that express greater confidence in their ability to be
successful at school
■ % and #of program participants that express greater confidence in their leadership and pro-
social abilities
■ % and # of children referred to socio-emotional health services that complete an age
appropriate therapeutic or enrichment program
■ % and # of program participants who plan on attending post-secondary education
Strategic Objective 2: Residents increase their livelihoods security
Intermediate Result 2.1: Residents access the most appropriate social safety net services
Agency Performance Indicators
■ % and # of program participants with knowledge of appropriate social services
■ % and # of completed referrals
■ % and # Client satisfaction rates
■ % and #of program participants who meet at least 1 financial goal
■ % and #of program participants who maintain or improve their housing status
■ % and # of unduplicated community members who receive emergency shelter services
■ % and # of program participants who are homeless or experiencing unstable housing who
obtain housing
■ % and # of individuals that receive abuse and neglect prevention and response services
■ % and #of program participants that receive food assistance
■ % and # of individuals who receive emergency financial assistance for essential needs
■ % and # of individuals who receive legal information, services or referral
■ % and # of participants who do not become court involved during the program
Intermediate Result 2.2: Residents increase job skills appropriate for the local economy
Agency Performance Indicators
■ % and # of participants who pass ESL tests
■ % and # of participants who self-report improved English language abilities
■ %and # of participants who earn GEDs
Attachments
22
■ % and # of program participants who secure employment
■ % and # of program participants who report improved wages and benefits
■ % and # of program participants who report that services enabled employment, education or
training
■ % and #of participants who increase incomes (wages, disability, public benefits, or other
income)
■ % and #of participants who maintain incomes (wages, disability, public benefits, or other
income)
Strategic Objective 3: Residents improve their health outcomes
Intermediate Result 3.1: Residents access basic health care services (primary, behavioral, dental)
Agency Performance Indicators
■ % and # of program participants that report they have access to primary care
■ % and # of program participants that report they have access to behavioral care
■ % and # of program participants that report they have access to dental care
■ % and # of program participants who report they have improved access to health care
services
■ % and # of preventive screenings provided
■ % and# of individuals referred to health promotion and/or healthcare services
■ % and # of program participants that report they have access to substance abuse treatment
Intermediate Result 3.2: Residents demonstrate new healthy lifestyle behaviors
Agency Performance Indicators
■ # of people reporting healthier functionality and lifestyle behaviors (improved nutrition,
conflict resolution skills, stress reduction practices, exercise at least 30min 3x a week, annual
check-ups, etc.)
■ % and #of program participants who demonstrate new physical skills that support their
independence
■ % and # of program participants who demonstrate new, improved, or restored social skills
■ % and #of program participants who demonstrate new, improved, or restored life skills
■ % and # of program participants who report new, improved, or restored social connections
■ % and #of program participants who meet one wellness goal
■ % and # of program participants who comply with treatment
■ % and # of hospitalization rates among program participants with substance abuse and/or
psychiatric disorders
■ % and # of program participants that consume fresh food
Other Measures
■ Total residents served
■ % and # of agencies that pay employees a living wage
■ % and # of agencies that offer health benefits to employees
Attachments
23
Key Terms
■ Goal:The longer-term, wider change to which the program contributes.
■ Strategic Objective (SO): The benefit expected to occur for beneficiary groups. SOs express the central
purpose of the program in a realistic, specific, measurable way.
■ Intermediate Result (IR):The expected change in identifiable behaviors of a specific group or the
expected change in systems, policies or institutions required to achieve the strategic objectives.
■ Output:The goods, services, knowledge, skills, attitudes and enabling environment that are
delivered by the project(as a result of the activities undertaken).
■ Indicators: Quantitative or qualitative factors or variables that provide a simple and reliable means to
measure achievement, to reflect the changes connected to an intervention, or to help assess the
performance of a development actor. Performance indicator statements should be SMART(specific,
measurable, achievable, relevant,time bound).
Measurement
In a results framework, results statements are measured through performance indicators. Agency
performance indicators will be measured and reported on annually by funded agencies.
The Human Services Program will report on the overall results. During the first year of implementation of the
results framework, staff will determine the appropriate frequency of measurement and reporting. We
anticipate being able to disaggregate measures by gender, race, ethnicity, age, and disability status.
Attachments
FY 2024-25 ORANGE COUNTY OUTSIDE AGENCY 24
APPLICATION SCORECARD
When evaluating and ranking the Outside Agency applications it is important to note that the lack of
performance measure historical data for new agencies should result in lower rankings. The equitable
distribution of funds depends on an accurate evaluation of each application.
OUTSIDE AGENCY EVALUATED:
PROGRAM NAME:(If applicable):
ADVISORY BOARD/COMMITTEE:
I. Who is the program's CUSTOMER and what does the customer value?
MAX
EVALUATIVE COMPONENT REFERENCE YES NO SCORE SCORE
*Sections within the
a. Agency demonstrates County funds will Agency Application
be used for program purposes that benefits (Program Information
customers,clients,participants who are Orange Target Population& 5
County Residents Performance
Indicators/Program
Goals)
*Sections within the
b. Client data suggests that the Agency Application
agency/program supports the value of reaching (Program Information
diverse constituencies. (gender,ethnicity,age, Target Population& 5
geography,income level) Performance
Indicators/Program
Goals)
*Sections within the
Agency Application
C. Client data suggests appropriate growth (Program Information
5
in the program over time. Target Population&
Performance
Indicators/Program
Goals)
*Sections within the
Agency Application
d. Agency explains the importance of (Program Information
funding this program and the direct community Target Population& 5
investment. Performance
Indicators/Program
Goals)
TOTAL SCORE FOR CUSTOMER 20 1 0
II. What are the program's RESULTS/OUTCCOMES?
MAX
EVALUATIVE COMPONENT REFERENCE YES NO SCORE SCORE
*Sections within the
a. Actual Outcomes for FY 2022-23 appear Agency Application
consistent with the program's goals and (Program Information 10
&Performance
activities.
Indicators/Program
Goals)
b. Agency and Program Budgets *Agency and Program
demonstrate sustainability over 3 years? Budgets 10
Outside Agency Scorecard Page 1
25
*Sections within the
C. Actual Outcomes for FY 2022-23 support a Agency Application
(Program Information
positive impact on program 10
&Performance
customers/participants. Indicators/Program
Goals)
d. Actual cost per program unit/individuals *Sections within the
for FY 2022-23 appears reasonable and Agency Application 10
appropriate. (Program Cost
TOTAL SCORE FOR RESULTS 40 0
Outside Agency Scorecard Page 2
26
III. What is the program's PLAN for implementation and improvement?
MAX
EVALUATIVE COMPONENT REFERENCE YES NO SCORE SCORE
*Sections within the
a. Stated Program Goals and Activities for Agency Application
FY2024-25 appear consistent with the (Agency Information. 10
program's mission and clearly indicate how Program Information.
services will be provided. Agency/Program
Budgets)
*Sections within the
b. Anticipated Results for FY2024-25 appear Agency Application
attainable by 6/30/2025 and will have positive (Agency Information. 10
impact on program participants. Program Information.
Agency/Program
Budgets)
*Sections within the
C. A realistic program budget with Agency Application
reasonable cost for providing services is (Agency Information. 10
outlined. Program Information.
Agency/Program
Budgets)
d. There is a sufficient rationale to justify
(Entire application) 5
need for Orange County funding.
e. The proposed program will reach diverse
populations and implement racial equity (Entire application) 5
principles
TOTAL SCORE FOR PLAN 40 0
SUB TOTAL:SCORE FOR CUSTOMERS 0
SUB TOTAL:SCORE FOR RESULTS/OUTCOMES 0
SUB TOTAL:SCORE FOR PLAN 0
TOTAL APPLICATION SCORE Q
Supplemental Questions
1.)Based on the information provided in the
agencies funding application,does the
Advisory Board recommend this Answer
agency/program receive continued County
funding or new County finanical support?
1.a)If Yes,should the agency receive an Answer
increase?
1.b)If No,is this agency"new"? Answer
Outside Agency Scorecard Page 3
ADVISORY BOARD COMMENTS 27
Instructions: Type comments in the box below.To begin a new paragraph, press the Alt and Enter keys.
Outside Agency Scorecard Page 4
Orange County Government FA024-25
Outside Agency Quarterly Outcomes Form
Instructions: Submit this form (in PDF)and receipts to your Orange County Department Liaison. Please note, the performance
measures below must correspond with your agency's approved Exhibit B: Scope of Services document, as part of the
Performance Agreement.
Agency Information
Agency Name:
Reporting Quarter: ❑ Quarter 1 ❑ Quarter 2 ❑ Quarter 3 ❑ Quarter 4
Total FY 2024-25 Funding Award: $
Person Completing Report
Name and Title:
Phone Number:
Email Address:
OUTCOME MEASURES
Report on the performance measures outlined in your agency's Exhibit B: Scope of Services Agreement. Note that the
Proposed Year-End Outcome column is the same as Anticipated Results column, in Exhibit B: Scope of Services.
Please only provide numerical data for all columns,except the Performance Measures column.
Actual
Proposed Quarter 1 Quarter 2 Quarter 3 Quarter 4 Year-End
Performance Measure Year-End (Through (Through (Through (Through Outcome
Outcome 9/30) 12/31) 3/31) 6/30) (Sum of
Quarters)
Table footnotes:
QUARTERLY EXPENSES
Complete the expense worksheets and submit a copy of the agency's receipts.Also, in the space below briefly explain
how the funds spent this quarter's funding (e.g. Program Personnel salary and benefits,educational supplies, utilities).
COMMENTS
Please provide additional information about the above program that the agency would like to share with has occurred
during the previous quarter.
YEAR-END COMMENTS(FOR QUARTER 4 REPORT ONLY
In 150 words or less, please share accomplishments or challenges that occurred, during the grant period (July 1, 2023—June
30, 2025). Denote whether occurrences affected services to Orange County residents.
Note: If your agency's contact information has changed (Executive Director, primary contacts, phone number, address, etc.),
Please send your updated information to your Orange County Department Liaison.