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HomeMy WebLinkAbout2017-550-E DEAPR - Laura A. W. Phillips - Historic Resources Book, Phase 1 review and assessment DocuSign Envelope ID: 331 B6A4A-46C2-4E66-A54C-56994DF17997 [Departmental Use Only] TITLE Historic Resources Book: Phase 1 Review and Assessment FY 2017-18 ORANGE COUNTY CONTRACT UNDER $15,000.00 NORTH CAROLINA THIS AGREEMENT, made and entered into this 28th day of September, 2017, ("Effective Date") by and between Orange County, North Carolina, a political subdivision of the State of North Carolina, (the "County"),party of the first part; and Laura A. W. Phillips(the "Provider"),party of the second part; WITNESSETH: For the purpose and subject to the terms and conditions hereinafter set forth, the County hereby contracts for the services of the Provider, and the Provider agrees to provide the following services to the County in accordance with the terms of this Agreement,time being of the essence: The services and/or materials (hereinafter referred to collectively as "Services") to be furnished under this Agreement are as follows: Historic Resources Book Phase I: provide editorial review and assessment of all existing written materials and provide detailed scope, schedule and pricing for subsequent phases as per attached Scope of Work(Attachment A) The term of this agreement rendered shall be from September 30,2017 to December 31,2017. 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 to the satisfaction of the County. Provider shall be responsible for all errors or omissions, 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. Provider agrees that Provider shall not sub-contract any of the services to be provided in this Agreement, nor shall Provider assign any right or responsibility granted or required by this Agreement,without the prior written approval of the County. SPECIFIC TERMS 1. Payment: The County agrees to pay at the rates specified for Services satisfactorily performed in accord with this Agreement. The amount to be paid by the County shall not exceed Six Thousand Dollars, ($6,000.00). Payment shall be made within thirty (30) days of an invoice properly submitted to County. 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. 2. Non—waiver: Failure by County at any time to require the performance by Provider of any of the provisions hereof shall in no way waive or affect the County's right hereunder to enforce the same, nor shall any waiver by the County of any breach be held to be a waiver of any succeeding breach or a waiver of this Non-Waiver Clause. 3. Independent Contractor: The Provider shall operate as an independent contractor and the County shall not be responsible for any of the Provider's acts or omissions. The Provider shall not be treated as an employee with respect to the Services performed hereunder for federal or state tax, unemployment or workers' compensation purposes. The Provider understands that neither federal, nor state, nor payroll tax of any kind shall be withheld or paid by the County on behalf of the Provider or the employees of the Provider. Revised 2/17 1 DocuSign Envelope ID: 331 B6A4A-46C2-4E66-A54C-56994DF17997 4. Insurance: Provider shall obtain, at its sole expense, Commercial General Liability Insurance, Automobile Insurance, Workers' Compensation Insurance, and any additional insurance as may be required by County's Risk Manager as such insurance requirements are described in the Orange County Risk Transfer Policy and Orange County Minimum Insurance Coverage Requirements (each document is incorporated herein by reference and may be viewed at http://www.orangecountync.gov/departments/purchasing division/contracts.php). If County's Risk Manager determines additional insurance coverage is required such additional insurance shall consist of N/A (if no additional insurance required mark N/A as being not applicable). Provider shall not commence work until such insurance is in effect and certification thereof has been received by the County's Risk Manager. 5. Indemnity: The Provider agrees to defend, indemnify, and hold harmless Orange County from all losses, liabilities, claims, demands, suits, costs, damages or expenses (including reasonable attorney's fees) arising from bodily injury, including death, to any person or persons or damage to or destruction of any property caused in whole or in part by any negligent or intentional act or omission on the part of the Provider, its agents, or assigns directly or indirectly related to the Services to be performed pursuant to this Agreement on the part of the Provider. 6. Termination: This Agreement may be terminated at any time by mutual written agreement of the parties or by the County upon written notice to the Provider. County may suspend this Agreement upon reasonable notice to the Provider. 7. Entire Agreement and Signatures: The parties have read this Agreement and agree to be bound by all of its terms, and further agree that it constitutes the complete and exclusive statement of the Agreement between the parties unless and until modified in writing and signed by the parties. 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. 8. Priority: In determining the basic services to be provided, should any documents be referenced in or attached to this Agreement, the terms of this Agreement shall have priority in any conflict between the terms of referenced documents and the terms of this Agreement. 9. Governing Law: Both parties agree that this Agreement shall be governed by the laws of the State of North Carolina. 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 anti-discrimination laws, policies,rules, and regulations and the Orange County Non-Discrimination Policy and Orange County Living Wage Policy (each policy is incorporated herein by reference and may be viewed at http://www.orangecountync.gov/departments/purchasing_division/contracts.php.). Any violation of this requirement 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. By executing this Agreement Provider affirms that Provider is 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, on the list created by the State Treasurer pursuant to G.S. 147-86.58. 10. 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. Revised 2/17 2 DocuSign Envelope ID: 331 B6A4A-46C2-4E66-A54C-56994DF17997 11. 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 and 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 and non-appropriation of public funds. [SIGNATURE PAGE TO FOLLOW] Revised 2/17 3 DocuSign Envelope ID: 331 B6A4A-46C2-4E66-A54C-56994DF17997 IN WITNESS WHEREOF,County and the Provider have signed this Agreement, effective as of the day first written above. ORANGE COUNTY PROVIDER DocuSigned by: DocuSigned by: By:L otAIA,it, A-004,941/12017 By: � ,,a, I A /29/2017 V 9W811-Lgr Title. 5OC34OE7FE0A4E6... 200 S. Cameron St. Laura A.W.Phillips(Sole Proprietor) P.O. Box 8181 59 Park Boulevard Hillsborough,NC 27278 Winston-Salem,NC 27127 Revised 2/17 4 DocuSign Envelope ID: 331 B6A4A-46C2-4E66-A54C-56994DF17997 Attachment A: Scope of Work for Historic Resources Book Project: Phase I Review and Assessment Purpose:This is the first phase of a multi-phase project to produce a manuscript for a publication depicting the historic architectural resources of Orange County and Hillsborough. In Phase I,the Architectural Historian/Author(hereinafter"Contractor") will: 1. Conduct a thorough review of all existing written materials from relevant prior projects as outlined below; 2. Assess the value of these existing materials for the future manuscript; and 3. Prepare a concise narrative report that includes a proposed scope of work for Phase 2, listing the major tasks, proposed schedule and estimated cost. Existing manuscripts and materials to be reviewed and assessed (hard copies will be provided in advance to the Contractor): 1. Survey Report by Peck and Carter, 1992 2. Chapel Hill Township Report by Little and Lally, 1992 3. Mattson Essay, 1996 4. Draft Survey Report by Martin and de Miranda, 2016 5. Hillsborough National Register Historic District nomination, 1973 6. Hillsborough National Register Additional Documentation, 2014 7. Hillsborough survey update project report, 2017 8. Hillsborough Historical Society Journal, Special Architecture Issue,Winter, 2004 9. Draft outline for historical/architectural essay prepared by Book Committee, 2017 Overview of Other Existing Written Materials: The contractor shall review and become familiar with other existing written materials pertaining to the historic resources of Orange County and Hillsborough, including but not limited to the following: 1. Orange County Property Entries: existing written entries for approx. 100 to 125 surveyed properties based on committee's preliminary selection for publication;final selection of properties to be carried out in consultation with the Contractor(hard copies to be provided). 2. Hillsborough Property Entries: existing written entries for approx. 100-125 properties; properties based on committee's preliminary selection for publication;final selection of properties to be carried out in consultation with the Contractor(hard copies to be provided). These are included within the 2014 National Register Historic District nomination; some are also described in earlier National Register nominations for individual properties within Hillsborough. 3. Individual National Register nominations for properties in Hillsborough and Orange County for properties already selected for inclusion as per#1 or#2 above.(hard copies to be provided) DocuSign Envelope ID: 331 B6A4A-46C2-4E66-A54C-56994DF17997 Phase I Report: After performing the above tasks,the contractor shall prepare the following products for submittal to the County: 1. Concise written narrative summarizing the assessment and providing recommendations for how to structure and carry out subsequent phases 2. Proposed scope of work for subsequent phases listing major tasks to be performed by the Contractor 3. List of services and/or materials to be provided by the County or others for subsequent phases 4. Proposed schedule for subsequent phases broken down by major tasks 5. Estimated Cost of subsequent phases and proposed payment schedule 9-28-17 DocuSign Envelope ID: 331 B6A4A-46C2-4E66-A54C-56994DF17997 q - BHE DATE(NIM/DD/YYYI') CERTIFICATE OF LIABILITY INSURANCE R045 9/19/2017 THIS CERTIFICATEIS 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). PRODUCER CONTACT NAME: USAA INSURANCE AGENCY INC/PHS (NC,No,Ext): (888) 242-1430 (NC,No): (888) 443-6112 812846 P: (888) 242-1430 F: (888) 443-6112 n oR'ESS: PO BOX 33015 INSURER(S)AFFORDING COVERAGE NAIC# SAN ANTONIO TX 78265 INSURER A: Hartford Casualty Ins Co 29424 INSURED INSURER B: INSURER C: LAURA A. W. PHILLIPS INSURERD: 59 PARK BLVD INSURERE: WINSTON SALEM NC 27127 INSURERF: COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: 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. INSR TYPE OF INSURANCE ADDL SUBR POLICYEFF POLICYEFP LTR INSR WE'D POLICY NUMBER (MM/DD/YYYY) (MM/DD/YYYY) LIMITS COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $1, 000, 000 CLAIMS-MADE X OCCUR DAMAGE TO RENTED $300, 000 PREMISES(Ea occurrence) A X General Liab X 65 SBA NN0653 09/10/2017 09/10/2018 MED EXP(Any one person) $10, 000 PERSONAL&ADV INJURY $1, 000, 000 GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $2, 000, 000 POLICY PRO- X LOC PRODUCTS-COMP/OP AGG $2, 000, 000 JECT OTHER: $ AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT $1, 000000 (Ea accident) I ANY AUTO BODILY INJURY(Per person) $ A OWNED SCHEDULED 65 SBA NN0653 09/10/2017 09/10/2018 BODILY INJURY(Per accident) $ AUTOS ONLY_ AUTOS X HIRED x NON-OWNED PROPERTY DAMAGE AUTOS ONLY AUTOS ONLY (Per accident) $ UMBRELLA LIAB OCCUR EACH OCCURRENCE $ EXCESS LIAB CLAIMS-MADE AGGREGATE $ DED RETENTION$ WORKERS COMPENSATION PER OTH- AND EMPLOYERS'LIABILITY STATUTE I ER ANY PROPRIETOR/PARTNER/EXECUTIVE Y/N - E.L.EACH ACCIDENT $ OFFICER/MEMBER EXCLUDED? N/A - (Mandatory in NH) E.L.DISEASE-EA EMPLOYEE $ - If yes,describe under $ DESCRIPTION OF OPERATIONS below E.L.DISEASE-POLICY LIMIT DESCRIPTION OF OPERATIONS I LOCATIONS/VEHICLES(ACORD 101,Additional Remarks Schedule,may be attached if more space is required) Those usual to the Insured' s Operations. Certificate holder is an additional insured per the Business Liability Coverage Form SS0008 attached to this policy. CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED Orange County Dept of Environment, BEFORE THE EXPIRATION DATE THEREOF,NOTICE WILL BE g y p , DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. Agriculture, Parks & Recreation AUTHORIZED REPRESENTATIVE 4 PO BOX 8181 �� HILLSBOROUGH, NC 27278 ©1988-2015 ACORD CORPORATION.All rights reserved. ACORD 25(2016/03) The ACORD name and logo are registered marks of ACORD