HomeMy WebLinkAboutAgenda - 01-23-2018 8-h - Referral of Design Teams for Consideration by the Carrboro Board of Aldermen for the 203 S. Greensboro Orange County Southern Branch Library ProjectORANGE COUNTY
BOARD OF COMMISSIONERS
ACTION AGENDA ITEM ABSTRACT
Meeting Date: January 23, 2018
Action Agenda
Item No. 8 -h
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SUBJECT: Referral of Design Teams for Consideration by the Carrboro Board of Aldermen
for the 203 S. Greensboro /Orange Countv Southern Branch Library Proiect
DEPARTMENT: County Manager, Asset
Management Services ( "AMS ")
ATTACHMENT(S):
Executed Development Agreement
INFORMATION CONTACT:
Bonnie Hammersley, 919 - 245 -2306
Jeff Thompson, 919 - 245 -2658
PURPOSE: To refer CRA Associates /JSA Architect Joint Venture of Chapel Hill /Carrboro, NC,
and Perkins + Will of Durham, NC to the Carrboro Board of Aldermen for a final selection for the
architectural and engineering professional services firm for the 203 S. Greensboro /Orange
County Southern Branch Library project.
BACKGROUND: On December 4, 2017, the attached Development Agreement guiding the
development of the 203 S. Greensboro property was formally executed by the Orange County
Manager and the Carrboro Town Manager. The initial task of the partnership is to solicit and
select a qualified professional architectural and engineering firm to provide design and
construction administration services for the project. Carrboro, as the owner of the property and
the fiscal agent for the partnership, received eight responses to its Request for Qualifications
( "RFQ ") on December 5, 2017 for professional design services for the 203 South Greensboro
capital project in accordance with North Carolina Procurement Law and the Federal Mini - Brooks
Act governing the selection and procurement of professional services firms. The site and
building components are contemplated to be designed and constructed from March 2018
through the fall of 2020.
A six person Orange County and Carrboro staff panel, consisting of the Orange County Library
Director, the Orange County and Carrboro Planning Directors, the Carrboro Director of
Recreation and Parks, the Carrboro Purchasing Manager, and the Orange County Asset
Management Services Director, evaluated eight written RFQ responses and selected five of the
firms to interview on January 11 and 12, 2018:
As defined by the process outlined in the Development Agreement, the staff panel selected CRA
Associates /JSA Architects Joint Venture and Perkins + Will to be considered by the Board of
Orange County Commissioners to potentially be referred to the Carrboro Board of Aldermen
(BOA) for the final selection of the preferred firm. This selection was based upon the firms'
experience with similar projects, their vision and demonstrated success with such projects, their
portfolio of work, and the interview with staff.
OA,
Should the BOCC refer these two recommended firms, the Carrboro Board of Aldermen is
scheduling final presentations during a public meeting on February 13, 2018, and will make a
selection of the preferred firm during that meeting. After this final selection, the partnership staff
team will negotiate a basic services fee for design and construction administration services
which will include significant stakeholder design input, standard architectural and engineering
design, and construction administration services.
The estimated development timeline for this project is as follows:
TASK
ESTIMATED
TIMEFRAME
Approval of professional services agreement for Project
March, 2018
Designer*
Schematic design review and approval; Carrboro conditional use
Winter, 2018
permitting*
Final design review and approval, bid document preparation*
Winter 2018 - Spring,
2019
Project construction procurement process, award*
Sprin , 2019
Construction, Commissioning, Opening (est. 12 -15 month
Summer, 2019 -Fall, 2020
duration
*Approval by both the BOCC and BOA
FINANCIAL IMPACT: The Board has previously appropriated $1,172,000 for this Capital
Project and contemplates an additional $6,375,000 within the FY2018 -19 and FY2019 -20 capital
budgeting cycles. These project funds address design, construction, equipment, furnishings,
and library materials. There are adequate funds already appropriated for professional design
services funds to conduct the County's portion of the necessary design processes within the
Development Agreement. Contemplated construction and equipment funds for future capital
project cycles are adequate for the County's portion within the Development Agreement.
The Development Agreement stipulates an equitable cost sharing of project cost components,
including an equal cost share of professional design services associated with the site, shell
building, and parking structure. Upon selection of the preferred firm, staff will bring the
professional design services agreement to both the BOA and BOCC for approval and execution,
subject to Town and County attorney review.
Carrboro is prepared to appropriate $10,000,000 for its portions of the project and has also
appropriated adequate funds for its portion of the design costs. The County anticipates making
its funds available on a reimbursement basis to Carrboro in accordance with the Development
Agreement and other governing documents. The contemplated total capital project cost for the
entire development is estimated at $15,000,000.
SOCIAL JUSTICE IMPACT: The following Orange County Social Justice Goals are applicable
to this item:
• GOAL: FOSTER A COMMUNITY CULTURE THAT REJECTS OPPRESSION AND
INEQUITY
The fair treatment and meaningful involvement of all people regardless of race or color;
religious or philosophical beliefs; sex, gender or sexual orientation; national origin or
ethnic background; age; military service; disability; and familial, residential or economic
status.
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• GOAL: ENSURE ECONOMIC SELF - SUFFICIENCY
The creation and preservation of infrastructure, policies, programs and funding necessary
for residents to provide shelter, food, clothing and medical care for themselves and their
dependents.
RECOMMENDATION(S): The Manager recommends the Board refer CRA Associates /JSA
Architect Joint Venture of Chapel Hill /Carrboro, NC, and Perkins + Will of Durham, NC, to the
Carrboro Board of Aldermen for a final selection for the architectural and engineering
professional services firm for the 203 S. Greensboro /Orange County Southern Branch Library
project.
C!
STATE OF NORTH CAROLINA
COUNTY OF ORANGE
DEVELOPMENT AGREEMENT REGARDING
SOUTH GREENSBORO STREET PROPERTY
BY AND BETWEEN
THE TOWN OF CARRBORO, NORTH CAROLINA
AND
THE COUNTY OF ORANGE, NORTH CAROLINA
THIS DEVELOPMENT AGREEMENT (the "Agreement "), made and entered into
this `f TN day of OiRZe .66.12 , 2017, by and between the TOWN OF CARRBORO, a
North Carolina municipal corporation, hereafter referred to as the "Town ", and THE COUNTY
OF ORANGE, a North Carolina county, hereafter referred to as the "County ". Collectively,
the Town and the County are sometimes referred to in this Agreement as the "Parties ".
W I TNESETH:
WHEREAS, the County and the Town have desired to investigate and pursue the
development of an Orange County Southern Branch Library to be operated by the County and
located in downtown Carrboro; and
WHEREAS, the Town owns an approximately 0.88 acre parcel of land in Carrboro
known as 203 South Greensboro Street and identified by Orange County parcel identification
Number 9778 -85 -7932 (hereinafter, the "Property ", illustrated in Exhibit A) which the Town
acquired in April 2013 for a purchase price of Six Hundred Thousand Dollars ($600,000.00); and
WHEREAS, the Town has conducted facilities needs studies to determine and forecast
the Town's current and future needs for facilities to house Town administrative operations and
offices; and
WHEREAS, the Town and the County have each determined that they may each derive
benefits for themselves and for the residents of the Town and the County if they can
cooperatively plan and develop a facility (the "Facility ") to house the Orange County Southern
Branch Library and Town administrative offices, with potential for also accommodating other
compatible uses if space and financing considerations make such collocation feasible; and
WHEREAS, the County and the Town desire to establish terms pursuant to which they
will cooperatively proceed with the planning, financing and development of the Property for
joint use as a County library and Town administrative offices, and associated parking
garage /deck facilities (collectively, all proposed improvements to the Property may be referenced
to as the "Facilities "); and
WHEREAS, the Property is appropriately zoned for the use proposed for the project,
except that, in order for the County and the Town to construct and operate the Facility at the Site,
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certain zoning text amendments, administrative modifications and/or binding interpretations
must be made pursuant to the Town's Land Use Ordinance so that all local government permits
for the project can be issued; and
WHEREAS, the Town is authorized to enter into this contract pursuant to, inter alia, the
North Carolina General Statutes ( "N.C.G.S. ") 160A -16, and the County is authorized to enter
into this contract pursuant to, inter alia, North Carolina General Statutes 153A -11, et seq., and
the Town's Board of Aldermen and the County's Board of County Commissioners have each
determined that it is in the best interests of their citizens to do so.
NOW, THEREFORE, in consideration of the mutual promises and covenants contained
herein and for other good and valuable consideration, the receipt and sufficiency of which is
hereby acknowledged, the Town and the County intending to be legally bound do hereby agree
as follows:
ARTICLE I
Definitions
(a) "Agreement" shall have the meaning set forth in the preamble.
"County" means Orange County, North Carolina.
"Common Area" means portions of the Facilities constructed on the Property (but
not the land itself) that are necessary for the Parties to function as occupants of the space.
Common areas include but are not limited to stairwells, emergency egress areas, building
lobbies, elevator services, restroom facilities, and equipment rooms housing electric,
mechanical and other building systems.
"Condominium" means the designation of portions of the Property for separate
ownership and the remainder of which is designated for common ownership solely by the
owners of those portions, consistent with Chapter 47C of the North Carolina General
Statutes.
"Condominium documents" means the declaration of covenants and restrictions
governing the condominiums proposed for the Property, including the description and
delegation of rights and obligations of the Town, the County and any other potential
condominium owner regarding access to and use of parking spaces, common areas and other
common elements described in such documents. These documents also include the
organizational and operating documents that will guide the condominium association
regarding the operation, maintenance, and other business associated with the Property.
"Development" means the planning, design and construction by the Town and the
County of the Facilities on the Property.
"Development Permit" means a building permit, zoning permit, subdivision
approval, special or conditional use permit, variance, or any other official action
of Local Government having the effect of permitting the development of the
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Property.
n.
"Development Standards" means the standards for Development set forth in the
Town's Land Use Ordinance.
"Facility" or "Facilities" shall have the meaning set forth in the recitals.
"Governing Body" means, with respect to the Town, the Board of Aldermen, and
with respect to the County, the Board of County Commissioners.
"Gross floor area" as used in this Agreement means the area of space within the
building to be constructed on the Property occupied by each party to this
Agreement, plus the proportional share of Common Areas attributable to each
party (i.e., Common Areas shall be apportioned between the parties in proportion
to the amount of "gross floor area" each occupies in the building). The proportion
of "gross floor area" occupied by each party shall be finally calculated upon
completion of the construction plans for the building and parking deck to be
constructed on the Property, and a written schedule (following in principle the
Elements of Value Exhibit C) signed by each party shall be attached to this
Agreement as an Addendum at that time.
"Land Development Regulations" means the Town's Land Use Ordinance
( "LUO ") and/or those ordinances and regulations enacted by the Town for the
regulation of any aspect of development and includes zoning, subdivision, or any
other land development ordinances.
"Laws" means all ordinances, resolutions, regulations, comprehensive plans, land
development regulations, policies, and rules adopted by the Town affecting the
development of the Property, and includes laws governing permitted uses of the
property, density, design, and improvements.
"Local Government" shall mean the Town of Carrboro, North Carolina.
"N.C.G.S." means the North Carolina General Statutes.
"NCDEQ" means the North Carolina Department of Environmental Quality.
"NCDOT" means the North Carolina Department of Transportation.
"Project" means the planning, design and construction of an approximately
65,000 gross square foot building, site improvements, and associated parking
spaces and/or structure with adequate capacity for the Project. Project
characteristics will include sustainable design and operation elements consistent
with the adopted facility development principles of the Board of Orange County
Commissioners attached as Exhibit B. The Parties also agree to incorporate the
principles of value engineering during the design and construction process,
thereby ensuring efficient design and use of both the initial construction capital
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and ongoing operations capital. It is anticipated that upon completion of the
Project, the parties may convert the Facilities to a condominium form of
ownership to be governed by covenants adopted by mutual agreement of the
Parties.
"Public facilities" means the major capital improvements, including, but not
limited to, transportation, sanitary sewer, solid waste, drainage, potable water,
educational, parks and recreational, and health systems and facilities.
"Schematic Design Acceptance" means the point in time defined by the mutual
acceptance of both the Town and County governing boards of the final Schematic
Design offered by the Designer of the Project.
"Shared Areas" are areas exclusive to a condominium owner that may be
reasonably offered for use by other Parties according to a mutual agreement.
"Town" means the Town of Carrboro, North Carolina.
"Upfit costs" means the cost of interior finishes of space in the building to be
constructed on the Property such as, but not necessarily limited to, floor finishes
and carpets, wall treatments, electric outlets and fixtures, plumbing fixtures, and
furnishings.
ARTICLE II
Description Of Development Agreement
A. Legal Description; Property Owners. A map and the legal description of the
Property are contained in Exhibit A. The Town is the owner of the Property.
B. Permitted Uses. The uses permitted on the Property, including population
densities and building types, intensities, placement on the Site and design, are
controlled by the applicable zoning designation for the Property under the
Town's Land Use Ordinance ( "LUO ").
C. Public Facilities. The following public facilities will service the Development:
1. Off -Site Infrastructure: The Property is served by public water and
sanitary sewer (Orange Water and Sewer Authority). The Property is also
served by public roads under NCDOT jurisdiction and Town jurisdiction,
and by storm water services administered by the Town.
2. On -Site Infrastructure: The Town and the County shall cooperate with
respect to the design of the Facilities, including the planning and
development of any onsite infrastructure necessary for the construction,
use and operation of the Facilities at the Property in accordance with the
terms of this Agreement.
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D. Development Standards. The Project shall be subject to the Town's policies and
procedures regarding standards of development, as set forth in the Town's Land
Use Ordinance.
ARTICLE III
Parties' Responsibilities
A. The Parties' agree to negotiate and enter into such other agreements as may be
necessary or appropriate to facilitate the financing and construction of the Project.
The Parties intend that upon substantial completion of construction, they may
convert ownership of the Facilities to be constructed on the Property pursuant to
this Agreement to a condominium form of ownership to be governed by mutually
agreed upon covenants.
B. The County and the Town, in accordance with applicable laws pertaining to
public construction projects, will undertake to select a designer for the Project.
The Town and the County will provide four (4) persons each to serve on the
designer evaluation and recommendation Committee. The County elected Board
will approve two preferred designers recommended by the Committee and will
refer these designers to the Town elected Board for the final selection of the
Designer. The Town and the County will work together with the selected
designer to prepare the necessary local government permit application(s) for the
Project. The design of the Facilities shall be mutually agreed upon by the Parties.
The County and Town will bear the costs for the preparation of schematic design
drawings in accordance with Article IV.A of this agreement. The Town will be
responsible for contracting for the designer and related professional services
providing preliminary information that inures to the design of the Project
C. The Town, as Owner of the Property, will be primarily responsible for
procuring all necessary development approvals for the Project to permit the Orange
County Southern Branch Library on the Building's lower floors, the proposed uses
on the upper floors as described herein and the required associated parking. The
County will support the Town's efforts to secure the necessary permits.
D. Provided the Town approves and issues all necessary development permits for the
Project, the Parties will coordinate to complete construction drawings for the
Project.
E. The Town, in accordance with applicable laws pertaining to public construction
projects, will enter into contract(s) for development of the construction
documents for the Project.
F. Upon approval of the construction documents and issuance of the necessary
permits (the `Building Permit(s) "), the Town will at a time reasonably agreed
between the Parties begin construction of the Project.
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G. The Parties will finance their respective shares of the Project costs according to
Exhibit C — Elements of Value. The Town will arrange for construction financing of its
proportional share of the Project costs (based on Exhibit C), subject to Local Government
Commission approval of the financing plan. The County shall finance its proportionate share
of the Project costs (based on Exhibit C in such manner as may be determined by the
County.
H. The Town will contract with all necessary design, engineering and construction
firms for any environmental remediation work required by NCDEQ. The Town
is solely responsible for the cost of such environmental remediation work for
remediation of any conditions existing on the Property at the time of or prior to
the day and date first set out above.
The Town will contract with professionals for the construction of the Project,
using a legally permitted construction delivery method. Upon completion, the
Facilities, including the Building and structured parking, shall be subject to
a new condominium declaration with terms mutually agreed upon by the Town
and the County, pursuant to which the County will acquire a fee simple
condominium interest in the assigned parking areas and the Orange County
Southern Branch Library.
J. The Town will enter into a construction contract for the work.
K. The Town has historically provided support for the McDougle branch library and
the Cybrary. As part of the Project, the Town will provide, in lieu of its historical
support of the McDougle branch library and the Cybrary, a single mode dark fiber
optic continuous physical path consisting of a single strand of fiber connecting a
County specified demarcation location inside the Branch Library to an MCNC
NCREN point of presence located on the University of North Carolina Chapel
Hill ( UNCCH) campus. Use of this path by the County may be terminated by the
Town with a minimum of six (6) months written notice to the County, but only in
the event that UNCCH notifies the Town of UNCCH's intention to terminate its
agreement with the Town pursuant to which the Town has access to the dark fiber
path on the UNCCH campus. At the time of such termination, the parties agree to
negotiate in good faith an agreement regarding the Town providing substitute
service to the Library. The Town will also provide the County access to the
Town's multi -strand dark fiber optic network giving the County potential
interconnectivity to the University of North Carolina Chapel Hill campus,
OWASA, CHCCS, Town of Chapel Hill and other locations within and near the
Town. The Town will pay the capital cost of the infrastructure improvements
necessary to provide access to the single mode dark fiber optic path described in
this paragraph (estimated to be approximately $70,000.00).
L. The Parties agree that the Town shall have the right in its sole discretion to lease,
or subdivide and convey title to, those portions of the Property and any
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improvements thereon which are not conveyed to the County for use as parking
spaces and the Orange County Southern Branch Library.
M. As contemplated by this agreement, upon completion of construction the building
and parking garage shall be converted to condominium ownership, with the Town
and the County each owning condominium interests in building space and
associated parking spaces. This includes parking spaces in any constructed
parking structure and ground spaces. As part of the condominium arrangement,
the parties will also have an undivided interest in the Common Areas designated
on the final plans, and which Common Areas will be subject to the rules, rights
and responsibilities established in the condominium documents. The parties agree
that the conversion of spaces in the parking deck to condominium ownership will
include in the condominium documents language establishing appropriate
easements for ingress, egress and access to and between the public right -of -way
and all parking spaces and establishing rules and regulations concerning use,
management and maintenance of parking spaces. The parties agree that in the
event on -site parking spaces are constructed as part of the project an adequate
number of on -site parking spaces will be owned and paid for by the County shall
be available for use by Library patrons during normal Library operating hours.
This number of spaces will be determined during the permitting and design of the
project. These spaces will be made available to the Town while the Library is
closed. All parking spaces will be considered flexible in use by both the Town
and County so as to not cause unreasonable restrictions supporting Facility use by
either the Town or County. The parties understand and agree that the Town will
police and enforce all parking rules and regulations for the Facility. Moreover, if
either party decides in the future to consider converting their parking spaces to
paid parking, they will, prior to making a final decision to convert their spaces to
paid parking spaces, discuss the issue with the other party. Each party shall be
responsible for managing their condominium units unless the parties mutually
agree otherwise in writing. Each party has the right to protect and isolate its
parking (e.g. gated parking for continued free parking during library hours should
paid parking be otherwise established) for the Parties' sole use and interest.
ARTICLE IV
Allocation Of Project Costs
The Parties shall share in the costs of the Project as follows:
A. Pre - development costs, site improvement costs, building design and construction
costs, construction administration costs, financing costs, and contingency costs
shall be shared by the parties in accordance with the Elements of Value attached
as Exhibit C to this Agreement. The parties recognize and agree that some of
these Values and the corresponding level of proportionality may not be finally
established until after the majority of the design work is completed (and after this
Agreement is executed). The parties acknowledge that Exhibit C represents their
general understanding of the cost sharing; however, the parties agree to negotiate
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in good faith the fair and equitable share of all costs associated with this project as
soon as possible after the Schematic Design work is completed. If the parties are
unable to come to an agreement within forty five (45) days after the Schematic
Design Acceptance date (such date of completion to be established by written
notice to the parties from the design professional) then either party may terminate
this agreement by providing ten (10) days advance written notice to the other
party of its intention to terminate this agreement. Upon such termination, each
party shall be responsible for all costs it has incurred in connection with this
project through the date of termination.
B. The County shall pay the cost for the amount of parking deemed required to
support the library facility within the total cost of constructing parking on the
Property. The Town shall be responsible for the balance of the cost of
constructing the parking for the Project. The intent is for the County to pay the
cost for the parking spaces reasonably expected and determined to be associated
with the Orange County Southern Branch Library use. Upon completion of the
work and when the Facilities become operational, the County agrees that the
parking spaces allocated for the Orange County Southern Branch Library use of
the Property shall be available for public parking during hours when the library is
closed.
C. The parties will each be responsible for their own legal and financing expenses
incurred in relation to the Project.
ARTICLE V
Term And Termination
This Agreement shall be effective upon the full execution of the Contracts and shall
continue until completion of the Project unless earlier terminated as provided herein.
This A g r e e in e n t shall terminate: (i) at any time by either party within forty five (45)
days after the design professional has confirmed to the parties in writing that the Schematic
Design for the building and parking deck on the Property is substantially completed as set forth
in Article IV.A above, (ii) at any other time by mutual agreement of the Parties; or (iii)
by the Town, upon the material breach by County of any provision contained herein which
material breach remains uncured by County after the Town provides thirty (30) days advance
written notice of said material breach to County, or (iv) by County, upon the material breach
by the Town of any provision contained herein which material breach remains uncured by the
Town after County provides thirty (30) days advance written notice of said material breach to
the Town.
ARTICLE VI
Conditions Precedent And Contingencies
The Parties understand and agree that there are a number of conditions precedent and
contingencies that will impact their ability to enter into the Contracts for the Project. At a
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minimum, the Parties understand and agree that the following must be resolved to the
County's and the Town's satisfaction:
A. The Town obtaining all Permits, including zoning, conditional/special use
permits, variances, subdivision plats, approvals, permits, easements and licenses
for the Project and the Town grants all necessary Permits which allow for the
County's proposed use of the Property.
B. The County and the Town secure all necessary approvals from their respective
governing Boards or Managers as delegated by their respective Boards to proceed
with the Project at mutually agreed, predefined points during the project (for
example: sizing and elements of exclusive, shared, and common area spaces, the
selection of Designer, schematic design, construction method, etc.).
C. The Town and the County are able to procure suitable financing for their
respective components of the Project. The parties contemplate that upon
completion of construction, the parties may divide the Facilities, or parts thereof,
into condominium units to be owned by the County and the Town, respectively.
The parties acknowledge that these contemplated financing agreements and
transactions may be altered by mutual agreement of the Parties and are or may be
subject to approval of the North Carolina Treasurer, Local Government
Commission.
D. The mutual negotiation and execution of an Environmental Indemnification
Agreement whereby the Town will indemnify the County for any and all
liability, loss, damage, cost and expense (including reasonable attorneys' fees
and expenses) resulting from any `Hazardous Substance" (as defined below)
existing on or under the Property or originating on the Property and migrating
off -site in violation of applicable Environmental Laws, but only to the extent
that the Hazardous Substance existed at the Property prior to the date of this
Agreement. The Town shall not be liable with regard to any Hazardous
Substances disposed of, placed, or otherwise existing on or under the Property
because of the actions of the County. The County will likewise, and to the
extent permitted by law, indemnify the Town for any and all liability, loss,
damage, cost and expense (including reasonable attorneys' fees and expenses)
resulting from any Hazardous Substances existing on or under the Property or
originating on the Property and migrating off -site in violation of applicable
Environmental Laws that are introduced or placed on the Property, or caused to
migrate off the property, because of the actions of the County. Save and except
any liability resulting from remediation required by NCDEQ which shall solely
rest with the Town, neither Party shall be liable to the other for liabilities, losses,
damages, costs or expenses resulting from the actions of third Parties after the
date on which the County leases or otherwise acquires a legal interest in the
Property.
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"Hazardous Substances" shall mean: (a) those substances included within the
definitions of any one or more of the terms "hazardous materials," "hazardous
wastes," "hazardous substances," "industrial wastes," and "toxic pollutants," as
such terms are defined under the Environmental Laws, or any of them; (b)
petroleum and petroleum products, including, without limitation, crude oil and
any fractions thereof; (c) natural gas, synthetic gas and any mixtures thereof; (d)
asbestos and or any material which contains any hydrated mineral silicate,
including, without limitation, chrysotile, amosite, crocidolite, tremolite,
anthophyllite and/or actinolite, whether friable or non - friable; (e)
polychlorinated biphenyl ( "PCBs ") or PCB - containing materials or fluids; (f)
radon; (g) any other hazardous or radioactive substance, material, pollutant,
contaminant or waste; and (h) any other substance with respect to which any
Environmental Law or governmental authority requires environmental
investigation, monitoring or remediation. As used herein, the term
"Environmental Laws" shall mean all federal, state and local laws, statutes,
ordinances and regulations, now or hereafter in effect, in each case as amended
or supplemented from time to time, including, without limitation, all applicable
judicial or administrative orders, applicable consent decrees and binding
judgments relating to the regulation and protection of human health, safety, the
environment and natural resources (including, without limitation, ambient air,
surface, water, groundwater, wetlands, land surface or subsurface strata,
wildlife, aquatic species and vegetation), including, without limitation, the
Comprehensive Environmental Response, Compensation and Liability Act of
1980, as amended (42 U.S.C. § 9601 et. seq.), the Hazardous Material
Transportation Act, as amended (49 U.S.C. §§ 5101 et. seq.), the Federal
Insecticide, Fungicide, and Rodenticide Act, as amended (7 U.S.C. § 136 et.
seq.), the Resource Conservation and Recovery Act, as amended (42 U.S.C. §
6901 et seq.), the Toxic Substances Control Act, as amended (15 U.S.C. § 2601
et seq.), the Clean Air Act, as amended (42 U.S.C. § 7401 et. seq.), the
Federal Water Pollution Control Act, as amended (33 U.S.C. § 1251 et. seq),
the Safe Drinking Water Act, as amended (42 U.S.C. § 300f et. seq.), any state
or local counterpart or equivalent of any of the foregoing, and any federal, state
or local transfer of ownership notification or approval statutes. "Release" shall
mean any spilling, leaking, pumping, pouring, emitting, emptying, discharging,
injecting, escaping, leaching, dumping or disposing of any Hazardous
Substances.
E. The negotiation and completion of agreements and documents guiding the
selection of designers and contractors, the timelines for the completion of
various aspects of the design work, the methods and scheduling input, and other
specific design and construction coordination necessary to ensure the successful
completion of the Project.
F. The negotiation and execution of this Agreement (wherein
the Town and the County's property interests in the Facilities may convert
to condominium interests post - construction) under which the Parties shall have
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the right to construct the improvements on the Property subject to the Partiess'
obligation to subject all improvements constructed on the Property to a
condominium.
G. Confirmation that adequate utilities services suitable for the proposed uses to be
included within the Building are available for connection within a reasonable
distance from the Property.
H. The Town complying with all necessary requirements for contracting applicable
to North Carolina local governments.
I. All governmental and other third party consents and approvals shall be obtained;
there shall be no significant pending or threatened litigation materially
adversely affecting the Property.
J. The Town understands and agrees that the provision of sufficient way - finding and
other signage is necessary for the public to quickly and conveniently locate the
Orange County Southern Branch Library. The Parties understand and agree that
wayfinding signage for the Project is subject to regulation by the Town.
K. The Parties under this Agreement (prior to the completion of construction) and
as condominium unit owners (following the completion of construction) will
agree to contribute pro rata to the common area maintenance and insurance
provided by the Town as lessor and /or by any condominium owners
association to be formed by the Parties, for the Project including a
reasonable pro -rata contribution for maintenance of the sidewalks and other
shared amenities at the Property. Because the Parties are exempt from paying ad
valorem taxes, the typical procedure of apportioning each tenant a share of those
taxes assessed against common areas is not applicable.
L. During hours when the Library is not being used by the County, the County
will agree to allow its parking spaces to be used by the public.
M. The Town secures environmental regulatory approval from NCDEQ prior to
the commencement of construction or provides reasonable security to
cover the Town's environmental responsibilities until regulatory approval is
obtained.
N. Consistent with the scope of each Party's responsibilities hereunder, all
necessary and appropriate construction and crane easements will be secured by
the Town and County from all adjacent landowners.
ARTICLE VII
Representations And Warranties
15
The Town and the County each represent to the other to the best of their respective
knowledge:
A. The Town and the County have all requisite power and authority to execute
this Agreement, and any other instruments required to be delivered by the
Town or the County hereunder.
B. The Town's and the County's entry into this Agreement will not violate any
private restriction or agreement or, to the best of the Town's or the County's
knowledge without investigation or inquiry, any applicable statute, ordinance,
governmental restriction or regulation.
C. During the Term, the Town will not execute or create any lease, contract, option,
easement, covenant, condition, restriction, lien or encumbrance with respect to
the Property or any portion thereof without the written consent of County
unless the same is terminable upon no more than sixty (60) days written notice,
or otherwise may be cleared on or before any Closing or Lease Commencement
Date that may be contemplated in any Contract that may be entered into between
the Town and the County, or that otherwise will be subordinated to the County's
potential ground lease.
D. There is no pending or threatened action, litigation, bankruptcy,
condemnation, or other proceeding of any kind pending against the Town or
the County which materially adversely affects the Property.
E. No broker, finder or other intermediary is involved in the transaction
contemplated by this Agreement, and that no brokerage fee or commission is
due and payable by the Town or the County upon any lease or conveyance of
the Property.
F. The Town has not received written notice of any violations of any laws,
ordinances or similar rules and regulations relating and/or applicable to the
ownership, use and operation of the Property as it is now operated, and /or
other licenses or permits, which remain uncured.
G. No assessments or special assessments for public improvements or otherwise
have been levied or are now affecting the Property.
H. To the best of the Town's present knowledge, the Property is not within an area
determined to be flood -prone under the Federal Flood Protection Act of 1973.
ARTICLE VIII
Remedies And Dispute Resolution
A. Concerning Remedies. The exercise of a particular remedy does not preclude
the exercise of any or all other available remedies herein except as provided
12
M.
herein. No delay in the exercise of a remedy shall constitute a waiver of that
remedy. Nothing in this Agreement is intended to relieve a party from its
common law duty to mitigate damages.
B. Disputes. The parties shall attempt in good faith to resolve any dispute,
controversy or claim arising out of this Agreement between them by negotiations
by those persons of the Town and the County who have authority to act and who
will promptly meet for negotiations to attempt to settle the dispute.
ARTICLE IX
Miscellaneous
A. Assignment. The rights under this Agreement may be transferred and
assigned only upon the written consent of the non - assigning Party.
B. Fees and Expenses. Except as may be specifically provided in this Agreement,
each Party will be responsible for his or its own legal fees and expenses
incurred in connection with the transactions contemplated by this Agreement.
C. Governing Law. This Agreement shall be governed by and construed in
accordance with the laws of the State of North Carolina. Any dispute
regarding this Agreement shall be filed in a court of competent jurisdiction
located in Orange County, NC.
D. Counterparts. This Agreement may be executed in any number of
counterparts, each of which shall be deemed an original, but all of which
together shall be deemed to be one and the same document. A signed copy of
this Agreement delivered by facsimile, email or other means of electronic
transmission shall be deemed to have the same legal effect as delivery of an
original signed copy.
E. Amendment. This Agreement shall not be amended except by a written
instrument executed by both the County and the Town.
F. No Third Party Beneficiaries. Nothing contained in this Agreement shall be
deemed to create a contractual relationship with, or a cause of action in favor of,
any third party against the Town or the County.
G. Entire Agreement, Amendment; Construction. This Agreement, together with the
Exhibits attached hereto and all other agreements referred to herein or relating to
the subject matter hereof, contains the entire agreement between the parties as to
the subject matter referenced herein, and supersedes all prior agreements,
understandings or undertakings (whether oral, written, electronic or otherwise)
between the parties with respect to the subject matter hereof. No amendment may
be made to this Agreement except with the prior written consent of all parties
hereto. The section titles and headings herein are for convenience of reference
13
17
only and do not define, modify or limit any of the terms and provisions hereof.
Article, Section and Exhibit references herein are to Articles, Sections and
Exhibits of this Agreement unless otherwise noted. The use of words "include" or
"including" in this Agreement shall be by way of example rather than by
limitation. The use of the words "or," "either" or "any" shall not be exclusive.
H. Representations and Warranties of the Parties. Each of the parties, and each
person executing this Agreement on behalf thereof, represent and warrant, as
applicable, that (1) such party or person has the full power and authority to enter
into this Agreement and the agreements or instruments referred to herein, to
execute them on behalf of the party indicated on the signature page thereof, and to
perform the obligations hereunder and thereunder, (2) such party is acting on its
own behalf and on behalf of its members, successors and assigns, (3) this
Agreement and the other agreements referenced herein are the valid and binding
obligations of such party, enforceable against it in accordance with their terms, (4)
entering into this Agreement and the other agreements referenced herein does not
conflict with any other agreements entered into by either party, and (5) the
execution, delivery and performance of this Agreement has been duly and validly
authorized by all necessary corporate or governmental action on its part.
J. Exhibit List. The following exhibits are hereby incorporated by reference:
EXHIBIT A: Map Denoting Site, Legal Description of Site, Legal and
Equitable Owners
EXHIBIT B Sustainable Design and Operations Elements Guidelines
EXHIBIT C Elements of Value
[signatures contained on next page]
14
IN WITNESS WHEREOF, the parties have executed this Agreement the day and year
first above written.
TOWN OF CARRBORO
BY: &MA41
"Z4Aa
David Andrews, Town Manager
This document is sufficient as to form.
�•► t��V
This instru n has been preaudited in the manner required by the Local Government Budget
and Fis Co rol Act.
A4
Finance Director
COUNTY OF ORANGE
BY:
BlInnie Hammersley, County Man
This document is suf ien as to form.
tAy Attorney
This Aca trf1kntrJ51 nt Is been preaudited in the manner required by the Local Government Budget
and Act.
Financial Officer
15
Exhibit A - 203 S. Greensboro St.
19
20
�° 4111' 1����d�Id�b����bltillllll�l�lfl�lf�lll fl
20130410000085470 DEED
Bk:RB5582 P9:486
04/10/2013 10.41:55 AM 114
FILED Deborah B. Brooks
Resister at Deeds, Orange Co,NC
Recordin Fee: $26.00
NC Real Estate Tx. S1200.00
Prepared by: Ellis & Winters LLP (DLH), 1100 Crescent Green Drive, Suite 200, Cary, NC 27518
Return to: Grantee
Brief Description for the Index 203 S. Greensboro Street
STATE OF NORTH CAROLINA )
SPECIAL WARRANTY DEED
ORANGE COUNTY
Excise Tax: $1,200.00
Pin(s): 9778 -85 -7932
THIS DEED made this � day of April, 2013, by and between
GRANTOR
SunTrast Bank,
a Georgia banking corporation
whose mailing address is:
303 Peachtree Street, N.E., 36h Floor
Atlanta, GA 30308
GRANTEE
The Town of Carrboro,
a North Carolina municipal corporation
whose mailing address is:
301 W. Main Street,
Carrboro, NC 27510
Enter in appropriate block for each parry: name, address, and, if appropriate, character of entity, e.g. corporation or
partnership.
The designation Grantor and Grantee, as used herein, shall include said parties, their heirs, successors, and assigns, and shall
include singular, plural, masculine, feminine or neuter as required by context.
WITNESSETH, that Grantor, for and in consideration of the sum of Ten and No /100
Dollars ($10.00) and other good and valuable consideration in hand paid at and before the
delivery of these presents, the receipt and sufficiency of which are hereby acknowledged, has
granted, bargained, sold, transferred, conveyed and confirmed and by these presents does grant,
bargain, sell, and convey unto the Grantee in fee simple, all that certain tract or parcel of land
lying and being in Orange County, North Carolina, being more particularly described on
#931146
i�
21
I IIIMIAIIA
RSSS82 487 2/4
EXHIBIT A (the "Property") attached hereto and incorporated herein by reference.
The Property hereinabove described was acquired by Grantor by instrument recorded in
Book 5517, Page 541, Orange County Registry.
The Property herein conveyed does not include the primary residence of Grantor.
TO HAVE AND TO HOLD the aforesaid Property and all privileges and appurtenances
thereto belonging to the Grantee in fee simple.
And Grantor covenants with Grantee, that Grantor has done nothing to title to impair
such title as Grantor received, and Grantor will warrant and defend the title against the lawful
claims of all persons claiming by, under or through Grantor, except for the exceptions hereinafter
stated.
Title to the Property is subject to the following exceptions: (i) the lien of real estate taxes,
taxes imposed by special assessment and water, sewer, vault, public space and other public
charges which are not yet due and payable, (ii) all applicable laws (including zoning, building
ordinances and land use regulations), (iii) all easements, restrictions, covenants, agreements,
conditions, and other matters of record, and (iv) all matters that may be revealed by a current and
accurate survey or inspection of the Property.
Grantor makes no warranty or representation as to the condition of the Property or any
improvements thereon, including without limitation, any latent or environmental defects in the
Property or in any improvements thereon and the serviceability or fitness for a particular
purpose of the Property or any improvements thereon, and Grantee accepts the Property and any
improvements thereon "AS IS" without recourse against Grantor.
[Signature page follows. ]
#931146
R65582 489 3/d
IN WITNESS WHEREOF, Grantor has caused this instrument to be signed in its name
and delivered as of the date indicated on the first page of this Deed.
GRANTOR:
SunTrust Bank,
a Georgia ng corporation
By
Name: Erica S. Henning
Title: Vice President
Wake County, North Carolina
WA
I certify that the following person personally appeared before me this day and
acknowledged to me that she voluntarily signed the foregoing document for the purpose stated
therein and in the capacity indicated: Erica S. Henning.
Date:
My Commission Expires:
3 //2' 0 y
[Affix Notary Stamp or Sea]]
Jhn Notary Flynt
Wake County
North Carolina
1y Commission Expires 8/311 ?0 , 4
#931146
23
EXHIBIT A
(to Special Warranty Deed)
Legal Description of Property
RB5582 409 414
All of that property consisting of 0.883 acres, surveyed as " Fakhoury Property" per Recombination
Map of Fakhoury Property" surveyed by Kenneth Close, Inc. recorded in Book of Maps 94, Page
24, Orange County Registry, formerly identified as Tract 1 and Tract 2, now combined.
New Parcel # 9778 -85 -7932 from old Parcel #s 9778 -85 -5886 and 9778 -85 -6892
4
#931146
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25
Exhibit B — Sustainable Design and Operations Elements Guidelines
The Development Agreement recognizes the goals of Orange County and the Town of Carrboro
to be guided by design and operations elements of the High Performance Building Standards
developed by the Triangle J Council of Governments ( "TJCOG ") in 2001. Orange County
adopted this standard as part of its Space Development criteria in 200S.
These High Performance Building Standards were initially developed by a task force led by
TJCOG, including representatives from Orange County, and design professionals within the
Triangle Area. These published guidelines have been nationally recognized and formed the
basis for the Leadership in Energy and Environmental Design ( "LEED ") version II, established by
the United States Green Building Council ( "USGBC "). The standards are recognized for their
innovation and quality of results related to sustainable, energy efficient, and resilient building
outcomes.
Orange County and Carrboro recognize the current initiative to update these guidelines
consistent with current benchmarks and advances in design and building science. Sustainable
design, construction and operations methods will be evident within the design and build
process and will be explicitly communicated throughout the development process.
M
EXHIBIT C
203 S. Greensboro Development Agreement
Elements of Value
Land
1 Property
2 Existing onwrmmenlalmnaration, monitaing
Adequate Structured Parking
Deslg W T, Ming/PermlttingrEMitlemerdslFees
5 Preliminary vision planning
6 Zoning/1- d Use application fees
] Utifityfiniraslruclure analysis fees
6 Uthly /inirestruclure impact fees
9 Designer Fees fa Carbon, Planning Process /Approvals
10 Preliminary site assessment has
11 Sustainability /Energy Modeling and Analysis Fees
12 She/CivNLandscapedesign, CA fees, design contingencies
13 SUkling Slid. Care Area design.Cmsdmctbn Administretim. design contingencies
14 Occupant Upftl design, C ... —lion Administration, design contingencies
Site Topes
1s Deconstruction
16 Clearing, gradingerosion cmlyd
1] Subsurface amid ions /unsalable soils
18 Site strorkneer management system
13 Retaining wall /."lady railing
14 Crier, walkways' specialty surfacing
16 Temporary staging I stackpiiing areas
1 ] Building Shell UVIly services 1a identified demarcation points
18 UliMy connection fees
19 Site lighting
20 Shellmarquis .linage / edenor weyfinding signage
21 Amenities /site furniture /bike parking
22 Solid waste l recycling lacilies
23 Bus stop /shelter /sileconsidmahan,
24 Sanilary lift station requirements (if necessary)
25 Ste construction contingencies
OBShe Topics
26 OH -site nail ay or pedestrian improvements
2] Off -site building shell Why improvements (to property line)
28 Oh -site Bicycle pathway considerations
29 Oh -site construction material staging area costs
Off -sire contingencies
Shell, Core & iderdhied Common Area Constructlon
30 Foundation System
31 Roof System. Building drainage leaddrslsudace drainage piping
32 Core elevator, shall and equipment
33 Cam & identified Common Ate, peals water service / backllow provender
34 Cue & identified Common Area sanitary sex r service
35 Care& identilieel Common Area POwabanslormer /service
36 Care & Idelilied Gammon Area natural gas service
3] Care & identified Common Area fire prolelier shell components
3B Cu ommo
e & identified Cn Area sustainable systems installation
39 Care &identified Common Area up" croslruction
40 Core & identified Common Areasecurilylaccess /AVAWddata
41 Core & identified Common Area fumiturs, f lures, a d equipment
42 Shell, Core & identified Common Area contingencies
Exclusive Condominium Space Interiors
43 Uplit branch building systems
44 Upft(architectural components)
45 Upfd seeurty /access/AVAeled!
46 Up h furniture, fidures, and euipment
4] UpN contingencies
Other Costs
48 Legal Costs
49 Financing Costs
All All store
Town Cou uai Pro orhonel Notes
Includes discussions an level of finish, appearance, aesthetics
Includes geolechnical, erivubareme, cultural, traffic studies
High perforeaace building standards analyses, cost -bmerit analysis
Occupants pay for upht costs
II necessary in design
If separately metered, per condominium mme,
All main systems to identified demarcations w9hir exclusive occupant
intedaspaces.
From site demarcation to Care & Common Area facilities
Each party bears all costs al exalushm space needs
Branch systems include electrical, mechanics( plumbing, and fire protection wdhin exclusive areas
Walk, doors, ceilings, Ikwr c...ringArealmenL lighting. etc.
Each party bears ils awn costs
1'he Parties agree as tallaws.
The Town's costs pursuam to this Agreement snail not... —a $9,600.000.00(NIne Million Six Hunaree Trou...of CulWrs).
Any costs in excxs. of thm.mount must be authorized by the Town of Candor, am,loc—ns through a written amendment to the Agreement.
Tne County's costs pursuam to tNS Agreement small not ez<ead &].54].500.00 (Seven Million Five Huntlretl Fdny Seven Thousand Frye HuMretl Oollars).
Any costs in excess o1 this amount must oe autn,.... by the Orange County Board of Commissioners through a written amendmem to the Agreement.
'proportional basis inn these Hems is amldlpat,d to oc dem—Inad in the design p... as building elememe.. systems are more spamically known, with the...t sharing likely 10 be less than equal but more than on a proportional square lootage basis.