Loading...
HomeMy WebLinkAbout2026-237-E-Housing Dept-ASK Impact Strategies-OCPEH ConsultingRevised 01/24 1 [Departmental Use Only] TITLE ASK Impact Strategies FY 2025-2026 NORTH CAROLINA SERVICES AGREEMENT NO RFP/RFQ ORANGE COUNTY This Services Agreement (hereinafter “Agreement”), made and entered into this 1st day of June, 2026, (“Effective Date”) by and between Orange County, North Carolina a political subdivision of the State of North Carolina (hereinafter, the "County") and ASK Impact Strategies, (hereinafter, the "Provider"). WITNESSETH: That the County and Provider, for the consideration herein named, do hereby agree as follows: 1. Services a. Scope of Work. i) This Agreement is for services to be rendered by Provider to County with respect to (insert type of project): See attachment "A" - proposal offers $30,000 in services, however Orange County will only agree to $19,000 plus first additional option of $2,500 if deemed necessary - Total contract will only amount to $21,500 maximum ii) By executing this Agreement, the Provider represents and agrees that Provider is qualified to perform and fully capable of performing and providing the services required or necessary under this Agreement in a fully competent, professional and timely manner. iii) Time is of the essence with respect to this Agreement. iv) The services to be performed under this Agreement consist of Basic Services, as described and designated in Section 3 hereof. Compensation to the Provider for Basic Services under this Agreement shall be as set forth herein. 2. Responsibilities of the Provider a. Services to be provided. The Provider shall provide the County with all services required in Section 3 to satisfactorily complete the Project within the time limitations set forth herein and in accordance with the highest professional standards. b. Standard of Care. i) The Provider shall exercise reasonable care and diligence in performing services under this Agreement in accordance with the highest generally accepted standards of this type of Provider practice throughout the United States and in accordance Docusign Envelope ID: 81AACBE3-B6B1-849B-810A-CED0670D43F0 Revised 01/24 2 with applicable federal, state and local laws and regulations applicable to the performance of these services. Provider is solely responsible for the professional quality, accuracy and timely completion and submission of all work related to the Basic Services. ii) Provider shall be responsible for all errors or omissions of its agents, contractors, employees, or assigns in the performance of the Agreement. Provider shall correct any and all errors, omissions, discrepancies, ambiguities, mistakes or conflicts at no additional cost to the County. iii) The Provider shall not, except as otherwise provided for in this Agreement, subcontract the performance of any work under this Agreement without prior written permission of the County. No permission for subcontracting shall create, between the County and the subcontractor, any contract or any other relationship. iv) Provider is an independent contractor of County. Any and all employees of the Provider engaged by the Provider in the performance of any work or services required of the Provider under this Agreement, shall be considered employees or agents of the Provider only and not of the County, and any and all claims that may or might arise under any workers compensation or other law or contract on behalf of said employees while so engaged shall be the sole obligation and responsibility of the Provider. v) If activities related to the performance of this Agreement require specific licenses, certifications, or related credentials Provider represents that it or its employees, agents and subcontractors engaged in such activities possess such licenses, certifications, or credentials and that such licenses certifications, or credentials are current, active, and not in a state of suspension or revocation. vi) Should any documents, exhibits, or addenda be attached to this Agreement, the terms of this Agreement shall have priority in any conflict with or among the terms of such referenced documents, exhibits, or addenda. vii) Should this Agreement involve project designs, the construction or creation of which is to be bid out or fulfilled by other contractors, and bidding or negotiation with contractors produce prices which, when added to the other elements of the approved total project cost, produce a cost that is in excess of the approved total project cost, the Provider shall participate with the County in negotiation and design adjustments to the extent such are necessary to obtain prices within the approved total project cost. All activity of the Provider with respect to these matters shall constitute Basic Services and shall be performed by the Provider without additional compensation. If negotiation and design adjustments fail to bring costs within the total project cost the County may reject all bids and Provider will redesign or reduce portions of the project in an effort to reduce the bid prices to within the total project cost and rebid the project. One such redesign is included within Basic Services. If this second letting for bids does not produce bids that are within the approved total project cost initially or after negotiations with the contractor the cost is not reduced to an amount within the total project cost, the Provider is not obligated to engage in further redesign. Docusign Envelope ID: 81AACBE3-B6B1-849B-810A-CED0670D43F0 Revised 01/24 3 3. Basic Services a. Basic Services. The Services to be rendered pursuant to this Agreement are as follows (fully describe services to be provided): Consulting services for FY26 HUD COC NOFO competition; Consulting services for FY26 ESG COC NOFO competition 4. Duration of Services a. Term. The term of this Agreement shall be from 6/1/2026 to 7/10/26. b. Scheduling of Services. i) The Provider shall schedule and perform its activities in a timely manner. ii) Should the County determine that the Provider is behind schedule, it may require the Provider to expedite and accelerate its efforts, including providing additional resources and working overtime, as necessary, to perform its services in accordance with the approved project schedule at no additional cost to the County. iii) The Commencement Date for the Provider's Basic Services shall be 6/1/26. 5. Compensation a. Compensation for Basic Services. Compensation for Basic Services shall include all compensation due the Provider from the County for all services satisfactorily (as determined by the County) performed pursuant to this Agreement. The maximum amount payable for Basic Services shall not exceed Twenty One Thousdand Five Hundred Dollars ($21,500). Payment for satisfactorily performed Basic Services shall become due and payable within thirty (30) days of Provider properly invoicing County. Payment shall be subject to provisions of Section 5(b). b. Disputes. In the event the amount stated on an invoice is disputed by the County, the County may withhold payment of all or a portion of the amount stated on an invoice until the parties resolve the dispute. Should Provider fail to perform its duties under the terms of this Agreement, County may, without fault or penalty, withhold any payment associated with the work to be performed until such time as said work is completed. c. Additional Services. County shall not be responsible for costs related to any services in addition to the Basic Services performed by Provider unless County requests such additional services in writing and such additional services are evidenced by a written amendment to this Agreement. 6. Responsibilities of the County a. Cooperation and Coordination. The County has designated (Danielle DeCaprio, Homeless Programs Manager) 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 Docusign Envelope ID: 81AACBE3-B6B1-849B-810A-CED0670D43F0 Revised 01/24 4 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 NA (if no additional insurance required mark N/A as being not applicable). Provider shall not commence work until such insurance is in effect and certification thereof has been received by the County's Risk Manager. 8. Indemnity a. Indemnity. To the extent authorized by North Carolina law the Provider agrees, without limitation, to defend, indemnify and hold harmless the County from all loss, liability, claims or expense, including attorney's fees, arising out of or related to the Project and arising from property damage or bodily injury including death to any person or persons caused in whole or in part by the negligence or misconduct of the Provider except to the extent same are caused by the negligence or willful misconduct of the County. It is the intent of this provision to require the Provider to indemnify the County to the fullest extent permitted under North Carolina law. 9. Amendments to the Agreement a. Changes in Basic Services. Changes in the Basic Services and entitlement to additional compensation or a change in duration of this Agreement shall be made by a written Amendment to this Agreement executed by the County and the Provider. The Provider shall proceed to perform the Services required by the Amendment only after receiving a fully executed Amendment from the County. 10. Termination a. Termination for Convenience of the County. This Agreement may be terminated without cause by the County and for its convenience upon seven (7) days’ prior written notice to the Provider. b. Other Termination. The Provider may terminate this Agreement based upon the County's material breach of this Agreement; provided, the County has not taken all reasonable actions to remedy the breach. The Provider shall give the County seven (7) days' prior written notice of its intent to terminate this Agreement for cause. Either party may terminate this Agreement upon notice to the other party that obligations pursuant to this Agreement are made impractical due to declarations of emergency by Orange County or by North Carolina due to events directly impacting Orange County. Both parties shall Docusign Envelope ID: 81AACBE3-B6B1-849B-810A-CED0670D43F0 Revised 01/24 5 remain responsible for all payment and performance due up to the receipt of such notice, but shall have no further obligation or responsibility beyond that date provided the terminating party has taken all reasonable steps to complete the performance of its obligations. c. Compensation After Termination. i) In the event of termination, the Provider shall be paid that portion of the fees and expenses that it has earned to the date of termination, less any costs or expenses incurred or anticipated to be incurred by the County due to errors or omissions of the Provider. Upon request of the County, the Provider shall submit to County all relevant documentation, including but not limited to, job cost records, to support its claims for final compensation. ii) Should this Agreement be terminated, the Provider shall deliver to the County within seven (7) days, at no additional cost, all deliverables including any electronic data or files relating to the Project. d. Waiver. The payment of any sums by the County under this Agreement or the failure of the County to require compliance by the Provider with any provisions of this Agreement or the waiver by the County of any breach of this Agreement shall not constitute a waiver of any claim for damages by the County for any breach of this Agreement or a waiver of any other required compliance with this Agreement. e. Suspension. County may suspend the Basic Services and this Agreement at any time for County’s convenience and without penalty to County upon three (3) days’ notice to Provider. Upon any suspension by County, Provider shall discontinue work on the Basic Services and shall not resume the Basic Services until notified to proceed by County. 11. Additional Provisions a. Limitation and Assignment. The County and the Provider each bind themselves, their successors, assigns and legal representatives to the terms of this Agreement. Neither the County nor the Provider shall assign or transfer its interest in this Agreement without the written consent of the other. There are no third-party beneficiaries of this Agreement and nothing in this Agreement, express or implied, is intended to confer on any person other than the parties hereto (and their respective successors, heirs and permitted assigns), any rights, remedies, or obligations. b. Governing Law. This Agreement and the duties, responsibilities, obligations and rights of respective parties hereunder shall be governed by the laws of the State of North Carolina. By executing this Agreement Provider affirms that Provider and any subcontractors of Provider are and shall remain in compliance with Article 2 of Chapter 64 of the North Carolina General Statutes. By executing this Agreement Provider certifies that Provider has not been identified, and has not utilized the services of any agent or subcontractor identified, on the list created by the State Treasurer pursuant to G.S. 147-86.58. By executing this Agreement Provider certifies that Provider has not been identified, and has not utilized the services of any agent or subcontractor identified, on the list created by the State Treasurer pursuant to G.S. 147-86.81. Docusign Envelope ID: 81AACBE3-B6B1-849B-810A-CED0670D43F0 Revised 01/24 6 c. Non-Discrimination. Provider shall at all times remain in compliance with all applicable local, state, and federal laws, rules, and regulations including but not limited to all state and federal non-discrimination laws, policies, rules, and regulations and the Orange County Non-Discrimination Policy and Orange County Living Wage Policy (each Orange County policy is incorporated herein by reference and may be viewed at http://www.orangecountync.gov/departments/purchasing_division/contracts.php.) Any violation of the Orange County Non-Discrimination Policy is a breach of this Agreement and County may immediately terminate this Agreement without further obligation on the part of the County. This paragraph is not intended to limit and does not limit the definition of breach to discrimination. d. Dispute Resolution. Any and all suits or actions to enforce, interpret or seek damages with respect to any provision of, or the performance or non-performance of, this Agreement shall be brought in the General Court of Justice of North Carolina sitting in Orange County, North Carolina. It is agreed by the parties that no other court shall have jurisdiction or venue with respect to such suits or actions. Binding arbitration may not be initiated by either Party, however, the Parties may agree to nonbinding mediation of any dispute prior to the bringing of such suit or action. e. Entire Agreement. This Agreement represents the entire and integrated agreement between the County and the Provider and supersedes all prior negotiations, representations or agreements, either written or oral. This Agreement may be amended only by written instrument signed by both parties. Modifications may be evidenced by facsimile signatures. f. Severability. If any provision of this Agreement is held as a matter of law to be unenforceable, the remainder of this Agreement shall be valid and binding upon the Parties. g. Ownership of Work Product. Should Provider’s performance of this Agreement generate documents, items or things that are specific to this Project such documents, items or things shall become the property of the County and may be used on any other project without additional compensation to the Provider. The use of the documents, items or things by the County or by any person or entity for any purpose other than the Project as set forth in this Agreement shall be at the full risk of the County. h. Non-Appropriation. Provider acknowledges that County is a governmental entity, and the validity of this Agreement is based upon the availability of public funding under the authority of its statutory mandate. In the event that public funds are unavailable or not appropriated for the performance of County’s obligations under this Agreement, then this Agreement shall automatically expire without penalty to County immediately upon written notice to Provider of the unavailability or non-appropriation of public funds. It is expressly agreed that County shall not activate this non-appropriation provision for its convenience or to circumvent the requirements of this Agreement. In the event of a change in the County’s statutory authority, mandate or mandated Docusign Envelope ID: 81AACBE3-B6B1-849B-810A-CED0670D43F0 Revised 01/24 7 functions, by state or federal legislative or regulatory action, which adversely affects County’s authority to continue its obligations under this Agreement, then this Agreement shall automatically terminate without penalty to County upon written notice to Provider of such limitation or change in County’s legal authority. i. Signatures. This Agreement together with any amendments or modifications may be executed electronically. All electronic signatures affixed hereto evidence the consent of the Parties to utilize electronic signatures and the intent of the Parties to comply with Article 11A and Article 40 of North Carolina General Statute Chapter 66. j. Notices. Any notice required by this Agreement shall be in writing and delivered by certified or registered mail, return receipt requested to the following: Orange County Provider’s Name Attention:Blake Rosser Andrea Kurtz P.O. Box 8181 ASK Impact Strategies Hillsborough, NC 27278 [SIGNATURE PAGE TO FOLLOW] Docusign Envelope ID: 81AACBE3-B6B1-849B-810A-CED0670D43F0 Revised 01/24 8 IN WITNESS WHEREOF, the Parties, by and through their authorized agents, have hereunder set their hands and seal, all as of the day and year first above written. ORANGE COUNTY: PROVIDER: By: _________________________________ Travis Myren, County Manager By: __________________________________ Andrea Kurtz, CEO ASK Impact Strategies Printed Name and Title Docusign Envelope ID: 81AACBE3-B6B1-849B-810A-CED0670D43F0 6/12/20266/16/2026 Revised 01/24 9 ORANGE COUNTY—INTERNAL USE ONLY ______________________________________________________________________________ Finance Information Vendor Name: ASK Impact Strategies LLC Vendor Contact Person: Andrea Kurtz Phone: 336-577-6826 Address: 115 N Poplar St. City Winston-Salem State: NC Zip: 27101 Department: Housing Amount: $21,500 Purpose: OCPEH Consulting Budget Code(s): 32470620-630000 Vendor # 69395 Vendor Status with NCSOS: Vendor is a BOCC consultant: Yes No Contract Details Contract Type: New Amendment (Original Contract: ) (Most Recent Amendment ) Effective Date 6/1/26 End Date 7/10/26 Notice Date (Notice Purpose ) Award Approved by Board (Agenda Date: ); Made or Administered by Housing 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. This agreement is approved as to technical form and content. 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: Received for record retention: Office of the Clerk to the Board __________________________________________Date:________ Docusign Envelope ID: 81AACBE3-B6B1-849B-810A-CED0670D43F0 6/12/2026 6/15/2026 6/15/2026 6/15/2026 Action -Solutions-Knowledge May 5, 2026 Proposal for: Orange County Partnership to End Homelessness Development and Administration of Project Scoring and Evaluation Process 2026 HUD Continuum of Care (CoC) Program Competition I. Purpose and Overview The purpose of this project is to develop a comprehensive approach to support the Orange County Continuum of Care (OC CoC) administer a transparent, fair, and HUD-aligned project scoring tool and to have a strong evaluation process for the upcoming CoC Program grant cycle, which is anticipated to begin by May 30, 2026. By developing an inclusive and transparent evaluation process it is anticipated that this project will help to strengthen local decision-making, ensure compliance with HUD policies and priorities, and promote investments in high-performing community-responsive projects that move the community towards it’s goal of ending homelessness by making it rare, brief and non-recurring. This engagement will result in: • A standardized, data-informed project scorecard that honors community needs and goals while maximizing the potential awards with the HUD priorities as issued in the 2026 NOFO. • A clearly documented evaluation and ranking process • Broad and transparent stakeholder engagement plan • Actionable funding recommendations aligned with HUD priorities and local needs and capacity. II. Scope of Work 1. Project Initiation and Planning • Conduct a kickoff meeting with CoC leadership to clarify goals, timeline, and governance structure. • Review existing CoC policies, prior scoring tools, and HUD Notice of Funding Opportunity (NOFO) guidance. • Develop a detailed work plan with milestones aligned to the grant cycle. 2. Engagement with Performance Committee Docusign Envelope ID: 81AACBE3-B6B1-849B-810A-CED0670D43F0 • Facilitate structured working sessions with the CoC Performance Committee . o I would recommend one virtually planning meeting prior to an in-person ½ day work session in order to expedite the process of developing the scoring and evaluation criteria. • Review historical performance data, system metrics, and past funding decisions. • Identify priority outcomes (e.g., housing stability, returns to homelessness, access to services indicators) and the data points used to evaluate both renewal and new program priorities. • Co-develop scoring domains and weighting criteria Deliverable: Draft framework for the Project Scorecard 2. Stakeholder Engagement Process • Design and implement a stakeholder engagement strategy to ensure transparency and inclusivity • Convene listening sessions with: o Funded project providers o People with lived experience of homelessness o Community partners (e.g., healthcare, behavioral health, domestic violence providers, faith-based organizations) • Facilitate feedback sessions on proposed scoring criteria This process will: • Build trust in the evaluation system • Surface community priorities • Give voice to the people accessing the system Deliverable: Stakeholder engagement summary and incorporated recommendations 4. Development of the Project Scorecard • Create a comprehensive scoring tool aligned with HUD CoC priorities, including: o System performance measures o Project-level outcomes o Cost effectiveness o Housing stability and low-barrier practices o Access indicators o Data quality and HMIS participation • Establish scoring methodology, thresholds, and weighting, • Develop clear scoring guidance and definitions to ensure consistency. Deliverable: Finalized Project Scorecard and Scoring Guide Docusign Envelope ID: 81AACBE3-B6B1-849B-810A-CED0670D43F0 5. Evaluation Process Design and Administration • Develop a formal evaluation protocol, including: o Application submission guidelines o Reviewer roles and conflict-of-interest policies o Scoring procedures and documentation standards • Train reviewers (Performance Evaluation Committee) on protocols and scorecard • Administer the scoring process, including: o Compilation and validation of project applications o Facilitation of scoring sessions o Quality assurance and consistency checks Deliverable: Completed scoring records and preliminary project rankings 6. Funding Recommendations and Reporting • Analyze scoring results and develop funding recommendations consistent with the HUN NOFO • Ensure alignment with HUD priorities, including reallocation considerations where appropriate. • Prepare a final report including: o Project rankings o Summary of evaluation methodology o Key findings and system-level insights • Present recommendations to CoC leadership and governing board Deliverable: Final Evaluation Report and Funding Recommendations III. Guiding Principles This work will be grounded in the following principles: • Transparency: Clear criteria, open processes, and accessible documentation • Fairness: Intentional inclusion of underserved populations and reduction of disparities • Data-Driven Decision Making: Use of reliable system and project-level data • Collaboration: Meaningful engagement of stakeholders, including people with lived experience • Alignment with HUD Priorities: Ensuring compliance with current NOFO guidance and best practices IV. Timeline Docusign Envelope ID: 81AACBE3-B6B1-849B-810A-CED0670D43F0 Project milestones: • Step1 : Project kickoff and document review • Step 2: Performance Committee engagement and draft scorecard • Step 3: Stakeholder engagement sessions • Step 4: Finalize scorecard and evaluation framework. • Step 5: Application review and scoring process. • Step 6: Analysis, recommendations, and final report Under ideal circumstances I would recommend this process take place over 2-3 months. However, because of the impending HUD CoC NOFA, which is anticipated to be released by May 30, I would propose expediting this process to a 4- 6-week timeframe. To do this, we will need to work together to align stakeholders behind the process and to prioritize an expedited time frame. V. Deliverables Summary • Work plan and timeline. • Stakeholder engagement plan and summary • Project Scorecard and Scoring Guide • Evaluation protocol and reviewer training materials • Completed scoring results and rankings • Final report with funding recommendations • Presentation of recommendations to Performance Evaluation Committee and OC CoC Governing Board VI. Qualifications and Approach Andrea Kurtz, Lead Consultant Andrea helped lead the Winston-Salem/Forsyth County Continuum of Care (NC-500) for over 17 years. Supporting the development of the CoC’s policies, governance charters, HMIS policies and standards, and well as supporting the Collaborative Applicants administration of both CoC and ESG competitions. She developed the CoC’s first coordinated assessment system, rapid rehousing program, SSVF program, and helped develop over 700 units of supportive housing. Andrea served on the NC HMIS governance committee for over 10 years and was a member of the NC Interagency Council on Homelessness. Docusign Envelope ID: 81AACBE3-B6B1-849B-810A-CED0670D43F0 VII. Budget and Fee Structure Design and implement engagement process resulting in a CoC evaluation score card for the HUD CoC Competition: • Developing the work plan and expedited timeline for project in partnership with Collaborative Applicant and Governing Committee. • Stakeholder engagement plan and summary including Performance Evaluation Committee, OC CoC membership, and Lived Experience committee. • Project Scorecard and Scoring Guide for approval by the OC CoC. • Development of Evaluation protocol and reviewer training materials • Completed scoring results and rankings for the 2026 HUD CoC Competition. • Draft of Final report with funding recommendations. • Presentation of recommendations to Performance Evaluation Committee and OC CoC Governing Board for approval. • Support for collaborative applicants drafting responses to the HUD CoC NOFO with relationship to the scoring process, methodology and the prioritization list. Total Cost: $19,000 Additional Optional Services: ESG Score Card • We would leverage the CoC score card development process to obtain community stakeholder feedback on the ESG priorities and create a separate Score Card, Evaluation Protocol and training materials for the 2026 ESG competition. • Support for Collaborative Applicants response to the ESG RFP for questions related to scoring process, methodology and the prioritization list. Total Cost ESG Score Card: $2,500 HMIS data quality assessment: • Review HMIS Data Quality and work with project leads on developing Data quality improvements plans. • Meet with potential new project partner agencies to orient them to the HMIS Data requirements. Total Cost: $3500 Post -award debriefs + improvement plan: Docusign Envelope ID: 81AACBE3-B6B1-849B-810A-CED0670D43F0 • Work with Collaborative Applicant and Performance review committee to review the process, prioritization list, and HUD Award to revise project evaluation plans and improve HUD CoC score card for future competitions/ Total Cost: $5,000 VIII. Conclusion This proposal offers a structured, inclusive, and data-driven approach to strengthening the CoC’s project evaluation process. By combining rigorous analysis with meaningful stakeholder engagement, this work will support fair funding decisions, improve system performance, help build relationship between the CoC membership and the Collaborative Applicant and advance the CoC’s mission to end homelessness. Docusign Envelope ID: 81AACBE3-B6B1-849B-810A-CED0670D43F0 05/15/2026 The Phoenix Company P.O. Box 26396 Winston-Salem NC 27114-6396 Tracie Hawkins (336) 765-9332 (336) 765-7141 tracieh@thephoenixcompany.com ASK Impact Strategies, LLC 115 North Poplar Street Winston-Salem NC 27101 United States Liability Insurance Company 25895 05/11/26 Master A Professional Liability (Claims-Made / Retro. Date: 05-11-26)SP 1585608 05/11/2026 05/11/2027 Each Claim Limit $1,000,000 Annual Aggregate Limit $1,000,000 Deductible (Each Claim)$0 Certificates are issued based on the insurance coverage included in the insurance program at the time this certificate was issued. Please review the certificate and contract to be certain the coverage provided meets the contractual obligations. To request any changes to the policy, the named insured must contact our agency. Orange County, NC P.O. Box 8181 Hillsborough NC 27278 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. OTHER: (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 OFFICER/MEMBER EXCLUDED? (Mandatory in NH) DESCRIPTION OF OPERATIONS below If yes, describe under ANY PROPRIETOR/PARTNER/EXECUTIVE $ $ $ 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 RENTED $PREMISES (Ea occurrence) COMMERCIAL GENERAL LIABILITY CLAIMS-MADE OCCUR GEN'L AGGREGATE LIMIT APPLIES PER: POLICY PRO-JECT LOC 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 HIRED AUTOS ONLY Docusign Envelope ID: 81AACBE3-B6B1-849B-810A-CED0670D43F0