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HomeMy WebLinkAbout2025-648-E-Health Dept-El Futuro-Services and support programs that serve persons with Opioid Use DisorderOrange County Opioid Funding Agency Performance Agreement Revised 07/25 Page 1 of 10 OPIOID FUNDING AGENCY PERFORMANCE AGREEMENT THIS AGREEMENT, made and entered into the first day of July 2025, (“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 El Futuro, Inc. located at 2020 Chapel Hill Road, Suite 23, Durham, North Carolina 27707 (“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, 2025 to June 30, 2026. 2. Scope of Services. a. Provider will provide services, as outlined in Exhibit A to NC MOA: High-Impact Opioid Abatement Strategies (“OPTION A” List) - to the residents of Orange County. The Scope of Services and the Program Budget (Exhibit B) 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 C. 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 B, Scope of Services and more particularly described in the Revised Program Budget, the maximum sum of $50,000. b. All funds appropriated shall be used for purposes described in Scope of Services. 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 $12,500. 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 (Attachment A), which show satisfactory progress toward completion of performance measures and an accounting of expenditures as detailed in the Scope of Docusign Envelope ID: F9F7570C-C091-421D-AC0C-65AF7CC943BB Orange County Opioid Funding Agency Performance Agreement Page 2 of 10 Rev.07/25 Services. Final payment is contingent upon a final Progress Report as well as the narrative story and accounting of expenditures. 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: January 10 for reporting months July 1 - December 31 • April 10 for reporting months January 1 - March 31 • July 10 for reporting months April 1 – June 30 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 Docusign Envelope ID: F9F7570C-C091-421D-AC0C-65AF7CC943BB Orange County Opioid Funding Agency Performance Agreement Page 3 of 10 Rev.07/25 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 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 (Quintana Stewart) 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. 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 Professional Liability and a Molestation/Sexual Assault rider (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. a. 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 Docusign Envelope ID: F9F7570C-C091-421D-AC0C-65AF7CC943BB Orange County Opioid Funding Agency Performance Agreement Page 4 of 10 Rev.07/25 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. 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. 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. e. 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. f. 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. g. 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. h. Indemnification. Provider agrees to defend, indemnify, and hold harmless the County, for all loss, liability, claims or expense (including reasonable attorney's fees) arising from bodily injury, including death or property damage, to any person or persons caused in whole or in part by the negligence or willful misconduct of the Provider, except to the extent same are caused by the negligence or willful misconduct of the County. It is the intent of this section to require Provider to indemnify the County to the extent permitted under North Carolina Docusign Envelope ID: F9F7570C-C091-421D-AC0C-65AF7CC943BB Orange County Opioid Funding Agency Performance Agreement Page 5 of 10 Rev.07/25 law. Nothing in this section is intended to affect or abrogate the County’s sovereign immunity defenses. i. 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. j. Severability. All clauses found herein shall act independently of each other. If a clause is found to be illegal or unenforceable, it shall have no effect on the other provisions of this Agreement. It is understood by the parties hereto that if any part, term or provision of this Agreement is by the Courts held to be illegal or in conflict with any laws of the State of North Carolina or the United States, the validity of the remaining portions or provisions shall not be affected, and the rights and obligations of the parties shall be construed and enforced as if the Agreement did not contain the particular part, term or provision held to be invalid. k. 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. l. 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 El Futuro, Inc. Attention: Kimberlee Quatrone Attention: Kerry Brock P.O. Box 8181 Address: 2020 Chapel Hill Rd., Ste. 23 Hillsborough, NC 27278 Durham, NC 27707 Email:kquatrone@orangecountync.gov Email: kbrock@elfuturo-nc.org m. 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 _____________________________ _______________________ Kerry Brock, Associate Director Date For and on behalf of Orange County Government _______________________________ ________________________ Travis Myren, County Manager Date Docusign Envelope ID: F9F7570C-C091-421D-AC0C-65AF7CC943BB 9/9/2025 10/20/2025 Orange County Opioid Funding Agency Performance Agreement Page 6 of 10 Rev.07/25 ORANGE COUNTY—INTERNAL USE ONLY ______________________________________________________________________________ Finance Information Vendor Name: El Futuro, Inc. Vendor Contact Person: Kerry Brock Phone: 828-688-7101 x632 Address: 2020 Chapel Hill Rd., Suite 23 City Durham State: NC Zip: 27707 Department: Health Amount: $50,000 Purpose: Services and support programs that serve persons with Opioid Use Disorder Budget Code(s): 27411020-630000- 92010 Vendor # 57915 Vendor Status with NCSOS: Current-Active Non-Profit Vendor is a BOCC consultant: Yes No Contract Details Contract Type: New Amendment (Original Contract: ) (Most Recent Amendment ) Effective Date 7/1/25 End Date 6/30/26 Notice Date (Notice Purpose ) Award Approved by Board (Agenda Date: 5/20/25); 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 prior 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: 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: ________ 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: Docusign Envelope ID: F9F7570C-C091-421D-AC0C-65AF7CC943BB 9/15/2025 10/13/2025 10/14/2025 10/20/2025 Orange County Opioid Funding Agency Performance Agreement Page 7 of 10 Rev.07/25 Received for record retention: Office of the Clerk to the Board __________________________________________Date:_________ Docusign Envelope ID: F9F7570C-C091-421D-AC0C-65AF7CC943BB Exhibits, page 1 EXHIBIT A TO NC MOA: HIGH-IMPACT OPIOID ABATEMENT STRATEGIES (“OPTION A” List) In keeping with the National Settlement Agreement, opioid settlement funds may support programs or services listed below that serve persons with Opioid Use Disorder (OUD) or any co-occurring Substance Use Disorder (SUD) or mental health condition. As used in this list, the words “fund” and “support” are used interchangeably and mean to create, expand, or sustain a program, service, or activity. 1.Collaborative strategic planning. Support collaborative strategic planning to address opioid misuse, addiction, overdose, or related issues, including staff support, facilitation services, or any activity or combination of activities listed in Exhibit C to the MOA (collaborative strategic planning). 2.Evidence-based addiction treatment. Support evidence-based addiction treatment consistent with the American Society of Addiction Medicine’s national practice guidelines for the treatment of opioid use disorder – including Medication-Assisted Treatment (MAT) with any medication approved for this purpose by the U.S. Food and Drug Administration – through Opioid Treatment Programs, qualified providers of Office-Based Opioid Treatment, Federally Qualified Health Centers, treatment offered in conjunction with justice system programs, or other community-based programs offering evidence-based addiction treatment. This may include capital expenditures for facilities that offer evidence-based treatment for OUD. (If only a portion of a facility offers such treatment, then only that portion qualifies for funding, on a pro rata basis.) 3.Recovery support services. Fund evidence-based recovery support services, including peer support specialists or care navigators based in local health departments, social service offices, detention facilities, community-based organizations, or other settings that support people in treatment or recovery, or people who use drugs, in accessing addiction treatment, recovery support, harm reduction services, primary healthcare, or other services or supports they need to improve their health or well-being. 4.Recovery housing support. Fund programs offering recovery housing support to people in treatment or recovery, or people who use drugs, such as assistance with rent, move-in deposits, or utilities; or fund recovery housing programs that provide housing to individuals receiving Medication-Assisted Treatment for opioid use disorder. 5.Employment-related services. Fund programs offering employment support services to people in treatment or recovery, or people who use drugs, such as job training, job skills, job placement, interview coaching, resume review, professional attire, relevant courses at community colleges or vocational schools, transportation services or transportation vouchers to facilitate any of these activities, or similar services or supports. 6.Early intervention. Fund programs, services, or training to encourage early identification and intervention for children or adolescents who may be struggling with problematic use of drugs or mental health conditions, including Youth Mental Health Exhibit ADocusign Envelope ID: F9F7570C-C091-421D-AC0C-65AF7CC943BB Exhibits, page 2 First Aid, peer-based programs, or similar approaches. Training programs may target parents, family members, caregivers, teachers, school staff, peers, neighbors, health or human services professionals, or others in contact with children or adolescents. 7. Naloxone distribution. Support programs or organizations that distribute naloxone to persons at risk of overdose or their social networks, such as Syringe Service Programs, post-overdose response teams, programs that provide naloxone to persons upon release from jail or prison, emergency medical service providers or hospital emergency departments that provide naloxone to persons at risk of overdose, or community-based organizations that provide services to people who use drugs. Programs or organizations involved in community distribution of naloxone may, in addition, provide naloxone to first responders. 8. Post-overdose response team. Support post-overdose response teams that connect persons who have experienced non-fatal drug overdoses to addiction treatment, recovery support, harm reduction services, primary healthcare, or other services or supports they need to improve their health or well-being. 9. Syringe Service Program. Support Syringe Service Programs operated by any governmental or nongovernmental organization authorized by section 90-113.27 of the North Carolina General Statutes that provide syringes, naloxone, or other harm reduction supplies; that dispose of used syringes; that connect clients to prevention, treatment, recovery support, behavioral healthcare, primary healthcare, or other services or supports they need; or that provide any of these services or supports. 10. Criminal justice diversion programs. Support pre-arrest or post-arrest diversion programs, or pre-trial service programs, that connect individuals involved or at risk of becoming involved in the criminal justice system to addiction treatment, recovery support, harm reduction services, primary healthcare, prevention, or other services or supports they need, or that provide any of these services or supports. 11. Addiction treatment for incarcerated persons. Support evidence-based addiction treatment, including Medication-Assisted Treatment with at least one FDA-approved opioid agonist, to persons who are incarcerated in jail or prison. 12. Reentry Programs. Support programs that connect incarcerated persons to addiction treatment, recovery support, harm reduction services, primary healthcare, or other services or supports they need upon release from jail or prison, or that provide any of these services or supports. Docusign Envelope ID: F9F7570C-C091-421D-AC0C-65AF7CC943BB Exhibit B: Scope of Services B. Project Description and Program Sustainability Implementation Strategy El Futuro proposes to implement “Strategy 6: Early Intervention Services” from the NC MOA’s Option A list of eligible strategies to enhance early identification and prevention of SUD among historically marginalized Latino youth and young adults in Orange County. This initiative will train CMHWs in SBIRT and Motivational Interviewing (MI) to strengthen early intervention efforts and expand access to culturally and linguistically appropriate services. By embedding SBIRT and early intervention into El Futuro’s existing mental health framework, the proposed project will expand access to screening, education, and intervention while ensuring seamless linkages to care. Project Overview and Expected Impact El Futuro recognizes the gaps in opioid-related prevention and recovery support for Latino individuals in Orange County. To strengthen early intervention efforts, this proposal will expand support for Latino youth and young adults at risk of substance use disorders by:  Implementing SBIRT screenings: Training all CMHWs in SBIRT and MI to identify substance use risk factors and co-occurring mental health concerns at key entry points within El Futuro’s services. CMHWs will use Spanish-language materials and a culturally tailored approach to ensure accessibility and encourage engagement.  Enhancing coordination with local providers: Strengthening partnerships with hospitals, clinics, harm reduction programs, and behavioral health services to ensure wraparound support and expand access to care, including pain management alternatives.  Collaborating with schools and community centers to provide SBIRT screenings and prevention-focused workshops for youth.  Engaging caregivers in psychoeducation workshops to equip them with knowledge about mental health, substance use prevention, and harm reduction strategies.  Expanding early intervention services for young adults (18+) experiencing early signs of depression, anxiety, or trauma, which can be precursors to substance use disorders (SUDs), through the Strong Minds curriculum.  Culturally and linguistically responsive outreach and education: Developing and distributing Spanish-language educational materials and conducting bilingual workshops, social media campaigns, and youth-focused community engagement that increases knowledge of opioid risks, improves awareness of behavioral health services, and ensures targeted populations receive accurate, stigma-free information and access to early intervention services. This will include education on the dangers of medication sharing and harm reduction strategies. Expected impacts include: o Early Identification: Screen 180 individuals annually for substance use risk factors and SDOH concerns. o Timely Intervention: Offering SBIRT and MI to increase engagement in mental health and substance use services. o Increased Treatment Access: Comprehensive referrals for mental health and Docusign Envelope ID: F9F7570C-C091-421D-AC0C-65AF7CC943BB substance use treatment, including via Freedom House or other local providers. o Community Capacity Building: Strengthening local capacity for early intervention through CMHW training, integration with behavioral health services, and expansion of culturally responsive care. Community Engagement and Development El Futuro has actively engaged community members, clients, and local partners in the development of this project through: 1. Focus Groups, Feedback, and Surveys: Latino clients consistently express a need for accessible and culturally competent substance use prevention services. 2. Collaboration with Healthcare and Community-Based Organizations: Partnerships with health clinics, schools, harm reduction programs, and faith-based organizations have informed service delivery needs and outreach strategies. 3. Staff Training and Professional Development: CMHWs will receive training in SBIRT, opioid harm reduction, and culturally competent early intervention strategies to ensure effective, linguistically appropriate care. Alignment with El Futuro’s Goals This project directly advances El Futuro’s mission to provide accessible, culturally responsive mental health and substance use treatment for Latinos in North Carolina. By expanding early intervention screenings and strengthening provider coordination, El Futuro enhances its commitment to integrated behavioral health, reducing stigma, and fostering a community- driven approach to opioid prevention. Implementation Timeline PHASE KEY ACTIVITIES TIMELINE STAFF RESPONSIBLE PHASE 1: PROGRAM DEVELOPMENT Train CMHWs in SBIRT and MI July-Aug 2025 Program Director PHASE 2: PROGRAM LAUNCH & OUTREACH Integrate SBIRT screenings into intake process Sept-Oct 2025 Clinical team Launch community-based early intervention services Oct 2025 CMHWs and Project Manager PHASE 3: EXPANSION & EVALUATION Conduct impact evaluation Nov 2025 - and adjust strategies May 2026 Project Manager & Program Director Capacity Building and Long-Term Sustainability This project will strengthen El Futuro’s capacity and Orange County’s behavioral health infrastructure to better support opioid-affected individuals. Training bilingual, culturally responsive CMHWs in SBIRT will create a sustainable workforce equipped to identify and address substance use risks in Latino communities. By embedding SBIRT screenings into standard clinical practice, El Futuro ensures that early intervention becomes a permanent part of service delivery. Docusign Envelope ID: F9F7570C-C091-421D-AC0C-65AF7CC943BB Obstacles and Solutions for Sustainability POTENTIAL CHALLENGE PROPOSED SOLUTION Limited funding for CMHWs Seek diverse funding, expand insurance reimbursement, and advocate for sustainable early intervention funding. Need for higher-level care for clients requiring specialized treatment Develop a referral guide and strengthen connections with higher- level care providers Limited awareness of among Latinos Implement culturally tailored outreach via trusted peer networks, Spanish-language materials, and social media campaigns. Workforce burnout and retention challenges Provide ongoing training, group supervision, and operational feedback sessions to support CMHWs in their roles. Docusign Envelope ID: F9F7570C-C091-421D-AC0C-65AF7CC943BB Overall Program Budget Agency El Futuro, Inc. Proposed Program Title Project Period Total Revenues:Opioid Settlement Funds Other Funding Sources Total Opioid Settlement Funds Other Funding Sources Total Opioid Settlement Funds Other Funding Sources Total Orange County Opioid Settlement Funding $ 50,000.00 $ 50,000.00 $ - $ - 50,000.00$ $ - $ - $ - -$ $ - $ - $ - -$ $ - $ - $ - -$ $ - $ - $ - -$ $ - $ - $ - -$ Total Revenues: $ 50,000.00 $ - $ 50,000.00 $ - $ - $ - $ - $ - $ - 50,000.00$ Project Period Total Expenses:Opioid Settlement Funds Other Funding Sources Total Opioid Settlement Funds Other Funding Sources Total Opioid Settlement Funds Other Funding Sources Total Personnel and Benefits: 50,000.00 50,000.00 - - - - 50,000.00 Operations Expenses: - - - - - - - Subcontractor Services: Subcontractor 1 name - - - - - - - Subcontractor 2 name - - - - - - - Subcontractor 3 name - - - - - - - Capital - - - - Administrative/Indirect cost (no more than 10%) - - - - Total Expenses: 50,000.00 - 50,000.00 - - - - - - 50,000.00 Orange County Latino Early Intervention Program Total Program Expense Budget 2025 2026 2027 Complete this form for all revenue sources, as well as expense sources other than Opioid Settlement funds. Figures for expenses using Opioid Settlement funds will automatically populate from detail tabs of spreadsheet, except for the administrative/indirect cost line item, which should be filled out in this tab. Add rows as needed. Enter information in yellow shaded cells only. Total Program Revenue Budget 2025 2026 2027 Docusign Envelope ID: F9F7570C-C091-421D-AC0C-65AF7CC943BB El Futuro Revised Budget Form - $50K.xlsx Opioid Settlement Strategies RFA Budget Narrative Agency El Futuro, Inc. Proposed Program Title Orange County Latino Early Intervention Program Year 2025 Year 2026 Year 2027 Direct Personnel and Fringe Benefits Direct Personnel and Fringe Benefits Direct Personnel and Fringe Benefits Other Direct Costs (Non-Personnel)Other Direct Costs (Non-Personnel)Other Direct Costs (Non-Personnel) Subcontractor/Consultant Services Subcontractor/Consultant Services Subcontractor/Consultant Services Administrative Costs Administrative Costs Administrative Costs N/A N/A N/A Administrative costs are essential to the successful implementation, oversight, and sustainability of the SBIRT Latino Early Intervention Program. These costs ensure that the program operates efficiently, adheres to financial and regulatory compliance requirements, and is effectively managed to maximize impact. Administrative functions also support staff coordination, data reporting, and stakeholder communication, which are critical for the program’s long- term success. El Futuro will allocate appropriate administrative resources to financial oversight and grant compliance to ensure that all program expenditures align with the Orange County Opioid Settlement Fund requirements. This includes budget tracking, financial reporting, and audit preparation to maintain transparency and accountability. The finance and grants management team will handle fund disbursement, expense reconciliation, and compliance monitoring to ensure that funds are used effectively and in accordance with all contractual obligations. Administrative support is also necessary to manage day-to-day program logistics, staff coordination, and internal reporting. This includes maintaining client records, processing expenses and data, and managing evaluation requirements. These functions ensure smooth program operations, prevent service gaps, and facilitate timely communication between CHWs, clinicians, funders, and community stakeholders. Finally, administrative funds will support the maintenance and enhancement of El Futuro’s electronic record systems and other data management tools needed to track SBIRT screenings, client referrals, program outcomes, etc. This ensures that all program data is secure, accurate, and accessible for performance evaluation. N/A N/A The budgeted project team will integrate SBIRT into El Futuro’s existing mental health services and community outreach efforts to increase early identification of substance use concerns, expand access to intervention services, and build a sustainable framework for opioid prevention and treatment within the Latino community. The Substance Use Counselor will directly engage with individuals at risk, while the Clinical Project Manager will strengthen system-level coordination and program oversight, and the Director of Substance Use Program will provide leadership and development of partnerships and strategy. Together, these two key positions will form the backbone of the SBIRT Latino Early Intervention Program, ensuring that the initiative is effectively implemented, culturally appropriate, and impactful. The Substance Use Counselor is a critical role for the project, ensuring that screenings, brief interventions, and referrals to treatment are conducted in a culturally and linguistically responsive manner. The Substance Use Counselor will provide direct support to individuals flagged during SBIRT screenings, offering brief interventions and connecting them to appropriate services. This position will also support the training and mentorship of Community Health Workers (CHWs), ensuring that screenings and interventions adhere to best practices in early intervention and harm reduction. The Clinical Project Manager will play a pivotal role in overseeing program implementation, ensuring fidelity to SBIRT protocols, and strengthening partnerships with local healthcare providers. This position will coordinate referral pathways, ensuring that individuals identified as at risk for substance use concerns have seamless access to recovery support and behavioral health care. Additionally, the Project Manager will track and evaluate program outcomes, overseeing data collection, reporting, and continuous quality improvement efforts. This position will monitor client engagement, program effectiveness, and treatment access to ensure that services remain responsive to community needs and aligned with evidence-based early intervention strategies. The Director of Substance Use Program is a driving role for the project by helping deliver training to the CHWs. This position will also lead partnership development throughout the project. The Director of Substance Use Program will lead strategic development of the project and support implementation. N/A N/A N/A N/A N/A Narrative Docusign Envelope ID: F9F7570C-C091-421D-AC0C-65AF7CC943BB ANY PROPRIETOR/PARTNER/EXECUTIVEOFFICER/MEMBER EXCLUDED? INSR ADDL SUBRLTR INSD WVD PRODUCER CONTACTNAME: FAXPHONE(A/C, No):(A/C, No, Ext): E-MAILADDRESS: INSURER A : INSURED INSURER B : INSURER C : INSURER D : INSURER E : INSURER F : POLICY NUMBER POLICY EFF POLICY EXPTYPE OF INSURANCE LIMITS(MM/DD/YYYY) (MM/DD/YYYY) AUTOMOBILE LIABILITY UMBRELLA LIAB EXCESS LIAB WORKERS COMPENSATIONAND EMPLOYERS' LIABILITY DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) AUTHORIZED REPRESENTATIVE EACH OCCURRENCE $ DAMAGE TO RENTEDCLAIMS-MADE OCCUR $PREMISES (Ea occurrence) MED EXP (Any one person) $ PERSONAL & ADV INJURY $ GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $ PRO-POLICY LOC PRODUCTS - COMP/OP AGGJECT OTHER: $ COMBINED SINGLE LIMIT $(Ea accident) ANY AUTO BODILY INJURY (Per person) $ OWNED SCHEDULED BODILY INJURY (Per accident) $AUTOS ONLY AUTOS HIRED NON-OWNED PROPERTY DAMAGE $AUTOS ONLY AUTOS ONLY (Per accident) $ OCCUR EACH OCCURRENCE CLAIMS-MADE AGGREGATE $ DED RETENTION $ PER OTH-STATUTE ER E.L. EACH ACCIDENT E.L. DISEASE - EA EMPLOYEE $ If yes, describe under E.L. DISEASE - POLICY LIMITDESCRIPTION OF OPERATIONS below INSURER(S) AFFORDING COVERAGE NAIC # COMMERCIAL GENERAL LIABILITY Y / N N / A (Mandatory in NH) SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: CERTIFICATE HOLDER CANCELLATION © 1988-2015 ACORD CORPORATION. All rights reserved.ACORD 25 (2016/03) CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY) $ $ $ $ $ The ACORD name and logo are registered marks of ACORD 10/4/2024 (252) 438-5111 (252) 430-1229 41297 El Futuro, Inc. 2020 Chapel Hill Rd Suite 23 Durham, NC 27707 A 1,000,000 OPS1586679 10/5/2024 10/5/2025 300,000 5,000 1,000,000 3,000,000 3,000,000 1,000,000A OPS1586679 10/5/2024 10/5/2025 A Professional Liab OPS1586679 10/5/2024 Each Claim 1,000,000 A Professional Liab OPS1586679 10/5/2024 10/5/2025 Aggregate 3,000,000 Policy includes Sexual Misconduct Limitation Endorsement $1,000,000 Each Claim / $ 2,000,000 Aggregate Limit Orange County 300 West Tryon Street Hillsborough, NC 27278 ELFUTUR-01 KRHODES Joel T. Cheatham, Inc.106 W Winder St Henderson, NC 27536 kevin@ncagent.com Scottsdale Insurance Company 10/5/2025 X X X X Docusign Envelope ID: F9F7570C-C091-421D-AC0C-65AF7CC943BB SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. INSURER(S) AFFORDING COVERAGE INSURER F : INSURER E : INSURER D : INSURER C : INSURER B : INSURER A : NAIC # NAME:CONTACT (A/C, No):FAX E-MAILADDRESS: PRODUCER (A/C, No, Ext):PHONE INSURED REVISION NUMBER:CERTIFICATE NUMBER:COVERAGES IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). 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. (Per accident) (Ea accident) N / A SUBR WVD ADDL INSD THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. PROPERTY DAMAGE BODILY INJURY (Per accident) BODILY INJURY (Per person) COMBINED SINGLE LIMIT AUTOS ONLY AUTOSAUTOS ONLY NON-OWNED SCHEDULEDOWNED ANY AUTO AUTOMOBILE LIABILITY Y / N WORKERS COMPENSATION AND EMPLOYERS' LIABILITY ANY PROPRIETOR/PARTNER/EXECUTIVE OFFICER/MEMBER EXCLUDED? (Mandatory in NH)If yes, describe underDESCRIPTION OF OPERATIONS below E.L. DISEASE - POLICY LIMIT E.L. DISEASE - EA EMPLOYEE E.L. EACH ACCIDENT EROTH-STATUTEPER LIMITS(MM/DD/YYYY)POLICY EXP(MM/DD/YYYY)POLICY EFFPOLICY NUMBERTYPE OF INSURANCELTRINSR DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) EXCESS LIAB UMBRELLA LIAB EACH OCCURRENCE AGGREGATE OCCUR CLAIMS-MADE DED RETENTION PRODUCTS - COMP/OP AGG GENERAL AGGREGATE PERSONAL & ADV INJURY MED EXP (Any one person) EACH OCCURRENCE DAMAGE TO RENTEDPREMISES (Ea occurrence) COMMERCIAL GENERAL LIABILITY GEN'L AGGREGATE LIMIT APPLIES PER: CLAIMS-MADE CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY) CANCELLATION AUTHORIZED REPRESENTATIVE ACORD 25 (2016/03) © 1988-2015 ACORD CORPORATION. All rights reserved. CERTIFICATE HOLDER The ACORD name and logo are registered marks of ACORD HIREDAUTOS ONLY OCCUR POLICY OTHER: LOCJECTPRO- 06/02/2025 Insurance People of North Carolina Inc 1920 FRONT ST STE 750 DURHAM, NC 27705 Lydia Smith 919-383-0442 919-382-3378 lydia@inspeople.com Employers Preferred Insurance Company 10346 —— EL FUTURO, INC. 2020 CHAPEL HILL RD STE 23 DURHAM, NC 27707-1186 —— —— —— —— —— — — — — —— —— — ———— —— — — —————— —————— 4 EIG485992203YA 11/12/2024 11/12/2025 —————— — — Mental health services — — $1,000,000.00 $1,000,000.00 $1,000,000.00 — — ——— — — — — ———— — — —— N Orange County ATTN: Orange County EMAIL: tstancil@orangecountync.gov 300 West Tryon Street Hillsborough, NC 27278 Docusign Envelope ID: F9F7570C-C091-421D-AC0C-65AF7CC943BB ANY PROPRIETOR/PARTNER/EXECUTIVEOFFICER/MEMBER EXCLUDED? INSR ADDL SUBRLTR INSD WVD PRODUCER CONTACTNAME: FAXPHONE(A/C, No):(A/C, No, Ext): E-MAILADDRESS: INSURER A : INSURED INSURER B : INSURER C : INSURER D : INSURER E : INSURER F : POLICY NUMBER POLICY EFF POLICY EXPTYPE OF INSURANCE LIMITS(MM/DD/YYYY) (MM/DD/YYYY) AUTOMOBILE LIABILITY UMBRELLA LIAB EXCESS LIAB WORKERS COMPENSATIONAND EMPLOYERS' LIABILITY DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) AUTHORIZED REPRESENTATIVE EACH OCCURRENCE $ DAMAGE TO RENTEDCLAIMS-MADE OCCUR $PREMISES (Ea occurrence) MED EXP (Any one person) $ PERSONAL & ADV INJURY $ GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $ PRO-POLICY LOC PRODUCTS - COMP/OP AGGJECT OTHER: $ COMBINED SINGLE LIMIT $(Ea accident) ANY AUTO BODILY INJURY (Per person) $ OWNED SCHEDULED BODILY INJURY (Per accident) $AUTOS ONLY AUTOS HIRED NON-OWNED PROPERTY DAMAGE $AUTOS ONLY AUTOS ONLY (Per accident) $ OCCUR EACH OCCURRENCE CLAIMS-MADE AGGREGATE $ DED RETENTION $ PER OTH-STATUTE ER E.L. EACH ACCIDENT E.L. DISEASE - EA EMPLOYEE $ If yes, describe under E.L. DISEASE - POLICY LIMITDESCRIPTION OF OPERATIONS below INSURER(S) AFFORDING COVERAGE NAIC # COMMERCIAL GENERAL LIABILITY Y / N N / A (Mandatory in NH) SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: CERTIFICATE HOLDER CANCELLATION © 1988-2015 ACORD CORPORATION. All rights reserved.ACORD 25 (2016/03) CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY) $ $ $ $ $ The ACORD name and logo are registered marks of ACORD 10/8/2025 (252) 438-5111 (252) 430-1229 41297 El Futuro, Inc. 2020 Chapel Hill Rd Suite 23 Durham, NC 27707 A 1,000,000 X OPS1586937 10/5/2025 10/5/2026 300,000 Hired & Nonowned 5,000 1,000,000 3,000,000 3,000,000 A X OPS1586937 10/5/2025 10/5/2026 1,000,000 A Professional Liab OPS1586937 10/5/2025 Each Claim 1,000,000 A Professional Liab OPS1586937 10/5/2025 10/5/2026 Aggregate 3,000,000 Policy includes Sexual Misconduct Limitation Endorsement $1,000,000 Each Claim / $ 2,000,000 Aggregate Limit Orange County 300 West Tryon Street PO Box 8181 Hillsborough, NC 27278 ELFUTUR-01 KRHODES Joel T. Cheatham, Inc.106 W Winder St Henderson, NC 27536 kevin@ncagent.com Scottsdale Insurance Company 10/5/2026 X X X X X Docusign Envelope ID: F9F7570C-C091-421D-AC0C-65AF7CC943BB