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HomeMy WebLinkAbout2018-158-E DEAPR - Laura Phillips Historic Resources Book Phase 2DocuSign Envelope ID: 3DCED2AE- 1328- 4DFA- A705- 5DB413904A33 [Departmental Use only] TITLE Historic Resources Book Project Phase 2 FY 2018 -19 NORTH CAROLINA SERVICES AGREEMENT UNDER $90,000.00 NO RFP/RFQ ORANGE COUNTY This Services Agreement (hereinafter "Agreement "), made and entered into this 2"'d day of May, 2018, ( "Effective Date ") by and between Orange County, North Carolina a political subdivision of the State of North Carolina (hereinafter, the "County ") and Laura A. W. Phillips, (hereinafter, the "Provider "). W ITNESSETH: 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): Historic Resources Book Project Phase 2: Editorial and Writing Property Entries 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 Revised 10/17 DocuSign Envelope ID: 3DCED2AE- 1328- 4DFA- A705- 5DB413904A33 performance of these services. Provider is solely responsible for the professional quality, accuracy and timely completion and/or submission of all work related to the Basic Services. 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): Editorial and writing services required to prepare draft written property entries for 60% of properties to be included in the Historic Resources Boob (approximately 150 properties). Work will include finalizing property lists for rural Orange County and Hillsborough; review of Hillsborough survey files in Raleigh; draft completion of entries; and edits and revisions as needed. See Attachment 1: "Scope for Historic Resources Boob Project Phase 2: Editorial and Writing Services," 4. Duration of Services a. Term. The term of this Agreement shall be from May 2, 2018 to December 31, 2018. Revised 10117 2 DocuSign Envelope ID: 3DCED2AE- 1328- 4DFA- A705- 5DB413904A33 b. Scheduling of Services. i) The Provider shall schedule and perform its activities in a timely manner. ii} Should the County determine that the Provider is behind schedule, it may require the Provider to expedite and accelerate its efforts, including providing additional resources and working overtime, as necessary, to perform its services in accordance with the approved project schedule at no additional cost to the County. iii) The Commencement Date for the Provider's Basic Services shall be May 2, 2018, 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 Twenty Five Thousand and Thirty Dollars ($25,030). 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 (Peter Sandbeck, Cultural Resources Coordinator) 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 Revised 10/17 3 DocuSign Envelope ID: 3DCED2AE- 1328- 4DFA- A705- 5DB413904A33 County's Risk Manager determines additional insurance coverage is required such additional insurance shall consist of NIA (if no additional insurance required mark NIA 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 10117 4 DocuSign Envelope ID: 3DCED2AE- 1328- 4DFA- A705- 5DB413904A33 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. SuVension. 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;lfwww.oran eg countypc .gov /departmentslpurchasing divisionlcontracts.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 10117 5 DocuSign Envelope ID: 3DCED2AE- 1328- 4DFA- A705- 5DB413904A33 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. Nan - 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. 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. 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 Attention:Peter Sandbeck P.O. Box 8181 Hillsborough, NC 27278 ]SIGNATURE PAGE TO FOLLOW] Revised 10/17 6 Provider's Name Laura A. W. Phillips 59 Park Blvd Winston - Salem, NC 27127 DocuSign Envelope ID: 3DCED2AE- 1328- 4DFA- A705- 5DB413904A33 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: DocuSigned by: By: �6tnJln /2018 coil 6G379946755E477.. PROVIDER: Revised 10/17 7 DocuSigned by: f� 5/2/2018 5OC34OE7FEOME6... Laura A. W. Phillips (Sale Proprietor) Printed Name and Title DocuSign Envelope ID: 3DCED2AE- 1328- 4DFA- A705- 5DB413904A33 Attachment 1 Scope for Historic Resources Book Project Phase 2: Editorial and Writing Property Entries Project overview for contract: The Provider will provide professional writing and editorial services needed to produce revised and edited property entries for 60% or approximately 150 historic properties for both rural areas and Hillsborough selected for inclusion in the Orange County - Hillsborough Historic Resources Book Project. Work to be performed: The Provider shall collaborate with DEAPR staff to perform the following services: • Review existing written property entries generated in earlier phases of the project for content and completeness • Recommend areas where additional research is needed and convey research needs to DEAPR staff • Prepare draft revisions for each entry and submit to DEAPR staff and editorial consultant for review • Make revisions and submit final drafts to DEAPR in digital format • DEAPR staff will review all rough and final drafts for content, style and accuracy. DEAPR will provide the following: • Draft and final property lists to be developed in consultation with the Provider as needed to produce final lists of properties to be included in this phase of the project. • Additional documentary research or background materials for each entry as needed, subject to the limitations of available sources. Schedule and Payment: • Project work shall commence on or after May 2, 2018 and be completed by December 31, 2.018 • Payment can be made on a progress basis as follows: the Contractor may submit an invoice for $2,000 upon submittal of revised and updated recommended property lists. Subsequent progress payments will be made upon satisfactory completion of groups of finished property entries. 5 -2 -18 DocuSign Envelope ID: 3DCED2AE- 1328- 4DFA- A705- 5DB413904A33 °' CERTIFICATE OF LIABILITY INSURANCE DATE {MMIDDYYYY) F 4/27/2018 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 ri hts to the certificate holder in lieu of such endorsement(s). PRODUCER USAA INSURANCE AGENCY INC /PHS 812846 P: (888) 242 -1430 F: (888) 443 -6112 PO BOX 33015 SAN ANTONIO TX 78265 CONTACT NAPU E: i� "Q.Ed): (888) 242 --1430 i .Nm): (888) 443 -6112 oDRESS: INSURERS) AFFORDING COVERAGE NAIL# INSURERA: Hartford Casualty Ins Co 29424 INSURED LAURA A. W. PHILLIPS 59 PARK BLVD D WINSTON SALEM NC 27127 INSURER a: Continental Casualty Co. 20443 INSURER 0; INSURER D: INSURER EACH OCCURRENCE INSURER F: 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. NOTNATHSTANDING 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,EXCLLISIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS, LNSR TIPF OF INSURANCE AIIOL SI&R Pl@Liry NORIFi6 POLICYFFF ALN/DiyyyyY POLICYFUP 1.7,1firi COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $1,000,000 CLAIMS -MADE N OCCUR DAMAGE TO RENTED PREMISES PREMISES {Ea nccurr¢nrxy $300,000 X X MEUEXP (Any one persrm) $10, 000 A General Liab 55 SBA NNO653 09/10/2017 09/10/2018 PERSONAL & ADV INJURY $1,000, 0 0 0 GEN'L AGGREGATE LIMIT APPLIES PER: POLICY 0 .4E O- X LOC GENERAL AGGREGATE s2,000,000 PRODUCTS - COMPIOP AGG s2,000,000 6 OTHER: AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT (Ea aacident) $1, 000,000 BODILY INJURY (Per psrsnn) $ ANY AUTO A OWNED SCHEDULED AUTOS ONLY AUTOS 65 SBA NNO653 09/10/201.7 09/10/2018 BODILY INJURY (Per madan!) - PROPERTY DAMAGE (Per acradent) $ X HIRED X NON - OWNED AUTOS ONLY AUTOS ONLY $ UMBRELLA LIAR OCCUR EACH OCCURRENCE $ AGGREGATE EXCESS LIAR CLAIMS -MADE DEtl RETENTION 3 IIY7R9ERSCOMPFaVV470N PLOYERS'LBILITY ANDEH IA ANY PROPRIETORIPARTNERIEXECUTIVE YIN PER OTH-_. STATUTE ER E,L, EACH ACCIDENT OFFICENVEMBER EXCLUDED? ❑ (Mandatory In NH) NIA E.L. DISEASE - EA EMPLOYEE $ If yes, descrlbe under DESCRIPTION OF OPERATIONS below E.L. DISEASE - POLICY LIMIT $ S Professional Liab 851992713 05/01/2018 05/01/2019 $1,000,000/$1,000,000 DESCRIPTION OF OPERA PONS! LOCATIONS I 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. f PPTIr- If'ATF unl nr-R CANCELLATION (9 1S S -205 AL;UKL) i:UKPURA lluN. An rignxs reserved. ACORD 25 (2016/03) The ACORD name and logo are registered marks of ACORD SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED Orange County Dept of Environment, BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESEN rA TIVE U Agriculture, Parks & Recreation PO BOX 8181 HILLSBOROUGH, NC 27278 (9 1S S -205 AL;UKL) i:UKPURA lluN. An rignxs reserved. ACORD 25 (2016/03) The ACORD name and logo are registered marks of ACORD