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HomeMy WebLinkAbout2017-633-E DEAPR - Shackelford & Associates - Conservation easement appraisal for Spring Crest Farm DocuSign Envelope ID:96CD23D0-0435-4151-8818-9C6A8D03B270 [Departmental Use Only] TITLE Woods Appraisal FY 2017-2018 NORTH CAROLINA SERVICES AGREEMENT UNDER$90,000.00 NO RFP/RFQ ORANGE COUNTY This Services Agreement (hereinafter "Agreement"), made and entered into this 14 day of November, 2017, ("Effective Date") by and between Orange County, North Carolina a political subdivision of the State of North Carolina (hereinafter, the "County") and Shackelford & Associates, (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): Land Appraisal for Spring Crest Farm Conservation Easement 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 with applicable federal, state and local laws and regulations applicable to the performance of these services. Provider is solely responsible for the professional Revised 10/17 1 DocuSign Envelope ID:96CD23D0-0435-4151-8818-9C6A8D03B270 quality, accuracy and timely completion and/or 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 and/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) In determining the basic services to be provided, should any documents be referenced in 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. Should a request for proposals and a proposal be referenced the terms of the request for proposals shall have priority over the terms of any proposal. 3. Basic Services a. Basic Services. The Services to be rendered pursuant to this Agreement are as follows (fully describe services to be provided): To conduct a detailed conservation easement appraisal to determine the "before and after" market value of Spring Crest Farm (70 acres) for which the owner, Kimberly Woods, intends to grant a permanent agricutlural conservation easement. The subject property is located at 2919 Pearson Road, Hurdle Mills (Cedar Grove Township). 4. Duration of Services a. Term. The term of this Agreement shall be from November 20, 2017 to December 29, 2017. b. Scheduling of Services. Revised 10/17 2 DocuSign Envelope ID:96CD23D0-0435-4151-8818-9C6A8D03B270 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 December 29, 2017. 5. Compensation a. Compensation for Basic Services. Compensation for Basic Services shall include all compensation due the Provider from the County for all services under this Agreement. The maximum amount payable for Basic Services shall not exceed two thousand Dollars ($2,000). Payment for 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 (Kim Livingston) to act as the County's representative with respect to the Project and shall have the authority to render decisions within guidelines established by the County Manager and/or the County Board of Commissioners and 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 Revised 10/17 3 DocuSign Envelope ID:96CD23D0-0435-4151-8818-9C6A8D03B270 additional insurance shall consist of Professional Liability(errors and omissions) Insurance (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. 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. 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. 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 Revised 10/17 4 DocuSign Envelope ID:96CD23D0-0435-4151-8818-9C6A8D03B270 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. 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. 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 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 Revised 10/17 5 DocuSign Envelope ID:96CD23D0-0435-4151-8818-9C6A8D03B270 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 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. It is expressly agreed that County shall not activate this non-appropriation provision for its convenience or to circumvent the requirements of this Agreement, but only as an emergency fiscal measure during a substantial fiscal crisis. In the event of a change in the County's statutory authority, mandate and/or mandated functions, by state and/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:Kim Livingston Shackelford&Associates P.O. Box 8181 3750-A South Evans St. Hillsborough,NC 27278 Greenville,NC 27834 [SIGNATURE PAGE TO FOLLOW] Revised 10/17 6 DocuSign Envelope ID:96CD23D0-0435-4151-8818-9C6A8D03B270 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: La Signed by: DocuSigned by: B lii,lt, NitoltteS�,t y 11/22/2017 y. RAWL 11/15/2017 nty5t:I anager 49E4B40D59A646A_. Matt Hawk, Certified Gen. Real Estate Appraiser Printed Name and Title Revised 10/17 7 DocuSign Envelope ID:96CD23D0-0435-4151-8818-9C6A8D03B270 CNA Real Estate Professionals Errors and Omissions Policy Declarations Agency Branch Prefix Policy Number Insurance is provided by 078990 969 RFB 59228815417 Continental Casualty Company 333 S Wabash Ave Chicago, IL 60604, A Stock Insurance Company. 1. NAMED INSURED AND MAILING ADDRESS: NOTICE TO POLICYHOLDERS: The Errors and Omissions Liability coverage Shackelford &Associates, LLC afforded by this policy is on a Claims Made 3750A S Evans Street basis. Please review the policy carefully Greenville, NC 27834 and discuss this coverage with your insurance agent or broker. 2. POLICY PERIOD: Inception: 08/31/2017 Expiration: 08/31/2018 at 12:01 A.M. Standard Time at the address shown above. 3. ERRORS AND OMISSIONS LIABILITY: A. Limits of Liability: Each Claim: $1,000,000 Aggregate: $1,000,000 B. Discrimination Limits of Liability: $250,000 C. Deductible: Each Claim: $10,000 D. First Coverage Date: 08/31/2014 E. Prior Acts Date: 08/31/2008 4. PREMIUM: $3,395.00 DISCRIMINATION (Optional $250,000 Sublimit): $0.00 TOTAL PREMIUM: $3,395.00 3)r-Q9 Countersigned by Authorized Representative CNA65780XX ED. 05-2012 - 1 - 1198408-B51095 DocuSign Envelope ID:96CD23D0-0435-4151-8818-9C6A8D03B270 ORANGE:Grata v t v e 5 ICI � Department of Envi ronment, Agriculture,Parks&Recreation November 13, 2017 Mr. Jay Shackelford Rasberry, Shackelford & Associates 111 West Fire Tower Road; Suite D Winterville, NC 28590 Request for Proposal: Conservation Easement Appraisal for Woods Farm (Orange County) Dear Jay: We are in need of a conservation easement appraisal to determine the "before and after" value of the Spring Crest Farm owned by Kimberly D. Woods Trustee. The 70-acre farm is at 2919 Pearson Road, Hurdle Mills in northeastern Orange County (Cedar Grove Twp). The Woods intend to grant a permanent conservation easement to Orange County. The County will purchase the easement using funds from Orange County and the NC Agricultural Development and Farmland Preservation (ADFP) Trust Fund. The Woods will donate a portion of the easement value, making this a "bargain sale" conservation easement. The property is 69.9 acres comprised of one tax parcel: Orange County PIN 9878-81-4496. We will provide you with a summary of the proposed conservation easement restrictions, including no future subdivision and no additional residences. At present there are no residences on the property. The farm is recognized as a Century Farm by the NC Dept. of Agriculture dating back to 1878. If you are interested in this project please send a brief proposal (including estimated cost and delivery date) to Kim Livingston at klivingston @orangecountync.gov. If you have any questions, please contact Kim in Hillsborough at 919-245-2514. Thanks for your consideration. 141,, I Kim Livingston Orange County DEAPR 919-245-2514/klivingston @orangecountync.gov Attachments: maps of subject property