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Revised 04/23 <br />9 <br />ORANGE COUNTY—INTERNAL USE ONLY <br />______________________________________________________________________________ <br />Finance Information <br />Vendor Name: Legacy, Insurance, and Financial Education, LLC Vendor Contact Person: Thomas Johnson-Bean <br />Phone: 1-877-888-1532 Address: 2764 Pleasant Road, Suite A, PMB 95 City Fort Mill State: SC Zip: 29708 <br />Department: OC Housing Amount: $20,000 Purpose: racial equity consulting Budget Code(s): 32470620 630000 <br />Vendor # <br />Vendor Status with NCSOS: Vendor is a BOCC consultant: Yes No <br /> <br />Contract Details <br />Contract Type: New Amendment (Original Contract: ) (Most Recent Amendment ) <br />Effective Date 10/03/2023 End Date Notice Date (Notice Purpose ) <br /> <br />Award <br /> Approved by Board (Agenda Date: ); Made or Administered by <br /> <br />Signature Authority <br />- BOCC Express Delegation (Agenda Date: ) <br />- Policy 9.4: Under $5,000; Service Under $90,000; Construction Under $250,000 <br />- Budget Policy Section XV (Capital Improvement Project: ) <br /> <br />Bidding <br /> Informal Bidding ($30k-$90k); Formal RFP ($90k+); Other (<$30k); Exception(# ) <br />Department Affirmation <br /> This agreement is approved as to technical form and content and I as Department Director affirmatively state <br />work on this project has not been initiated prio r to execution of the agreement. <br /> Services related to this agreement have already begun or been completed. Description of the nature of the <br />emergency condition that was addressed: There was delay obtaining guidance from the OCPEH Executive Team <br />regarding the expanded timeframe for the contracted work. Racial and financial equity facilitation is an es sential <br />component of homeless system coordination and evaluation. This contracted service also better enables the <br />meaningful participation of people with lived experience of homelessness. <br /> <br />Department Director’s Signature ________________________________________ Date: ________ <br /> <br />Information Technologies <br />This agreement has been reviewed and is approved as to information technology content and specifications: <br /> <br />Office of the Chief Information Officer___________________________________ Date: ________ <br /> Inapplicable because no hardware/software purchases or related services <br /> <br />Risk Management <br />This agreement is approved for sufficiency of insurance standards, specifications, and requirements: <br /> <br />Office of the Risk Management Officer___________________________________ Date: _________ <br /> <br />Financial Services <br />This instrument has been pre-audited in the manner required by the Local Government Budget and Fiscal Control <br />Act: <br /> <br />Office of the Chief Financial Officer ____________________________________ Date: _________ <br /> <br />Legal Services <br />This agreement is approved as to legal form and sufficiency: <br /> <br />Office of the County Attorney __________________________________________Date: ________ <br /> <br />DocuSign Envelope ID: 52B91A25-DC03-4705-8B97-2952625DBF63 <br />10/5/2023 <br />10/13/2023 <br />10/13/2023 <br />10/13/2023