HomeMy WebLinkAbout2019-138-E DEAPR - David Smith and Associates appraisal for Dewey Road DocuSign Envelope ID:216FE902-54FD-4FOF-8A4F-F6772F5AOB96
[Departmental Use Only]
TITLE Lloyd 2"d appraisal
FY 2018-19
ORANGE COUNTY
CONTRACT UNDER$5,000.00
NORTH CAROLINA
THIS AGREEMENT, made and entered into this March day of 04, 2019, ("Effective Date") by
and between Orange County, North Carolina, a body politic and corporate organized under the laws of the
State of North Carolina, (the "County"), party of the first part; and David A. Smith & Associates (the
"Provider"),party of the second part;
WITNESSETH:
For the purpose and subject to the terms and conditions hereinafter set forth, the County hereby
contracts for the services of the Provider, and the Provider agrees to provide the following services to the
County in accordance with the terms of this Agreement,time being of the essence:
The services and/or materials and/or construction (hereinafter referred to collectively as "Services")
to be furnished under this Agreement are as follows: To conduct a market value appraisal of the Lloyd
properties(approx. 220 acres) located at the end of Dewey Road off West Ten Road(Cheeks Township).
The term of this agreement rendered shall be from March 6,2019 to May 31, 2019.
Provider represents and agrees that Provider is qualified to perform and fully capable of performing and
providing the services required or necessary under this Agreement in a fully competent, professional and
timely manner to the satisfaction of the County. Provider shall be responsible for all errors or omissions, in
the performance of the Agreement. Provider shall correct any and all errors, omissions, discrepancies,
ambiguities, mistakes or conflicts at no additional cost to the County. Provider agrees that Provider shall not
sub-contract any of the services to be provided in this Agreement, nor shall Provider assign any right or
responsibility granted or required by this Agreement,without the prior written approval of the County.
SPECIFIC TERMS
1. Payment: The County agrees to pay at the rates specified for Services satisfactorily
performed in accord with this Agreement. The amount to be paid by the County shall not exceed one
thousand five hundred dollars, ($1,500). Payment shall be made within thirty (30) days of an invoice
properly submitted to County. Should Provider fail to perform its duties under the terms of this Agreement,
County may, without fault or penalty, withhold any payment associated with the work to be performed until
such time as said work is completed.
2. Non—waiver: Failure by County at any time to require the performance by Provider of any
of the provisions hereof shall in no way waive or affect the County's right hereunder to enforce the same, nor
shall any waiver by the County of any breach be held to be a waiver of any succeeding breach or a waiver of
this Non-Waiver Clause.
3. Independent Contractor: The Provider shall operate as an independent contractor, and the
County shall not be responsible for any of the Provider's acts or omissions. The Provider shall not be treated
as an employee with respect to the Services performed hereunder for federal or state tax, unemployment or
workers' compensation purposes. The Provider understands that neither federal, nor state, nor payroll tax of
any kind shall be withheld or paid by the County on behalf of the Provider or the employees of the Provider.
4. Insurance: Provider shall obtain, at its sole expense, Commercial General Liability
Insurance, Automobile Insurance, Workers' Compensation Insurance, and any additional insurance as may
be required by County's Risk Manager as such insurance requirements are described in the Orange County
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DocuSign Envelope ID:216FE902-54FD-4FOF-8A4F-F6772F5AOB96
Risk Transfer Policy and Orange County Minimum Insurance Coverage Requirements (each document is
incorporated herein by reference and may be viewed at
http://www.orangecountync.gov/departments/purchasing division/contracts.php). If County's Risk
Manager determines additional insurance coverage is required such additional insurance shall be designated
here Professional Liability 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.
5. Indemnity: The Provider agrees, without limitation, to defend, indemnify, and hold harmless
Orange County from all losses, liabilities, claims, demands, suits, costs, damages or expenses (including
reasonable attorney's fees) arising from bodily injury, including death, to any person or persons or damage to
or destruction of any property caused in whole or in part by any negligent or intentional act or omission on
the part of the Provider in carrying out Provider's duties and obligations related to the Services to be
provided in this Agreement.
6. Termination: This Agreement may be terminated at any time by mutual written agreement of
the parties or by the County upon written notice to the Provider. County may suspend this Agreement upon
reasonable notice to Provider.
7. Entire Agreement and Signatures: The parties have read this Agreement and agree to be
bound by all of its terms, and further agree that it constitutes the complete and exclusive statement of the
Agreement between the parties unless and until modified in writing and signed by the parties. Modifications
may be evidenced by telefacsimile signature. 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 I IA and
Article 40 of North Carolina General Statute Chapter 66.
8. Governing Law and Priority: Both parties agree that this Agreement shall be governed by
the laws of the State of North Carolina and Orange County. Provider shall at all times remain in compliance
with all applicable local, state, and federal laws, rules, and regulations including but not limited to all state
and federal anti-discrimination laws, policies, rules, and regulations and the Orange County Non-
Discrimination Policy and Orange County Living Wage Policy (each policy is incorporated herein by
reference and may be viewed at
http://www.oran eg cogptync. og v/departments/purchasing division/contracts.php.). Any violation of this
requirement is a breach of this Agreement and County may immediately terminate this Agreement without
further obligation on the part of the County. This paragraph is not intended to limit and does not limit the
definition of breach to discrimination. By executing this Agreement Provider 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. By executing this Agreement Provider
affirms Provider is and shall remain in compliance with Article 2 of Chapter 64 of the North Carolina
General Statutes. In determining the basic services to be provided, should any documents be referenced in or
attached to this Agreement, the terms herein shall have priority in any conflict between the terms of
referenced documents and the terms of this Agreement.
9. Dispute Resolution: Neither party may initiate binding arbitration. Any disputes shall be
resolved by nonbinding mediation. If such mediation fails either party may initiate litigation to resolve the
dispute. Should either party initiate litigation to settle any dispute involving the terms of this Agreement
such litigation shall be initiated in the General Court of Justice of North Carolina seated in Orange County,
North Carolina.
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DocuSign Envelope ID:216FE902-54FD-4FOF-8A4F-F6772F5AOB96
10. 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.
IN WITNESS WHEREOF, Orange County and the Provider have signed this Agreement, effective
as of the day first written above.
ORANGE COUNTY PROVIDER
EDocuSigned by: DocuSigned by:
3/4/2019 � a, C�1 3/4/2019
Delaar�.Director
200 S. Cameron St. David A. Smith
P.O. Box 8181 PO Box 51597
Hillsborough,NC 27278 Durham,NC 27705
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DocuSign Envelope ID:216FE902-54FD-4FOF-8A4F-F6772F5AOB96
DAVID A. SMITH, MAI, SRA
P.O.BOX 51597
DURHAM,NORTH CAROLINA 27717-1597 '
*MA PHONE(919)493-1534• FAX(919)493-1682 SRA
TM email smithappraiser@frontier.com
February 28,2019
Kim Livingston
Orange County DEAPR
Thank you for the request for an appraisal of a property located south of I-85/I-40 in
Orange County, North Carolina and further identified as Orange County PIN 9854-52-
1180, 9854-63- 2294, and partial 9854-44-6627. The purpose of the appraisal is to value
the fee simple interest of the property if placed for sale on the open market. The
intended use is for possible purchase of the property.
The property will be valued as of the date of inspection. The appraisal will be prepared in
accordance with the Uniform Standards of Professional Appraisal Practice and the supplemental
Standards of Professional Appraisal Practice and Code of Professional Ethics of the Appraisal
Institute.
The report will be in the standard appraisal report format, the generally accepted format. My fee
for the appraisal will be $1,500 and it will be completed within two weeks of receiving
confirmation to proceed.
The report will be sent to you or anyone you designate by e-mail. I will also send you a hard
copy if required.
Thank you for this opportunity, and I look forward to working with you. If you have any
questions,please contact me.
Sincerely,
c'" ,
David A. Smith,MAI, SRA
State-Certified General Real Estate Appraiser#A281
DocuSign Envelope ID:216FE902-54FD-4FOF-8A4F-F6772F5AOB96
Ll M&M ,
uuMr
LIA tatrators & Insurance Services
APPRAISAL AND VALUATION A S P E N
PROFESSIONAL LIABILITY INSURANCE POLICY
DECLARATIONS
ASPEN AMERICAN INSURANCE COMPANY
(A stock insurance company herein called the "Company")
175 Capitol Blvd. Suite 100
Rocky Hill, CT 06067
Date Issued Policy Number Previous Policy Number
01/16/2019 AA1007922-04 AAI007922-03
THIS IS A CLAIMS MADE AND REPORTED POLICY. COVERAGE IS LIMITED TO LIABILITY FOR ONLY THOSE
CLAIMS THAT ARE FIRST MADE AGAINST THE INSURED DURING THE POLICY PERIOD AND THEN REPORT-
ED TO THE COMPANY IN WRITING NO LATER THAN SIXTY(60)DAYS AFTER EXPIRATION OR TERMINATION
OF THIS POLICY, OR DURING THE EXTENDED REPORTING PERIOD, IF APPLICABLE, FOR A WRONGFUL
ACT COMMITTED ON OR AFTER THE RETROACTIVE DATE AND BEFORE THE END OF THE POLICY
PERIOD. PLEASE READ THE POLICY CAREFULLY.
Item
1. Customer ID: 167112
Named Insured:
SMITH, DAVID ALLEN
3622 Lyckan Parkway
Durham,NC 27705
2. Policy Period: From: 01/27/2019 To: 01/27/2020
12:01 A.M. Standard Time at the address stated in 1 above.
3. Deductible: $1,000 Each Claim
4. Retroactive Date: 01/27/2014
5. Inception Date: 01/27/2016
6. Limits of Liability: A. $500,000 Each Claim
B. $500,000 Aggregate
7. Mail all notices, including notice of Claim,to:
LIA Administrators&Insurance Services
1600 Anacapa Street
Santa Barbara, California 93101
(900) 334-0652; Fax: (805) 962-0652
8. Annual Premium: $925.00
9. Forms attached at issue: LIA002 (12/14) LIA NC (02/16) LIA NC NOT(11/15) LIA012 (12/14)
LIA013 (10114) LIA025A(11/14)
This Declarations Page,together with the completed and signed Policy Application including all attachments and exhibits thereto,and
the Policy shall constitute the contract between the Named Insured and th o any.
01/16/2019 By
Date Authorized Sighature
LIA-001 (12/14) Aspen American Insurance Company
DocuSign Envelope ID:216FE902-54FD-4FOF-8A4F-F6772F5AOB96
Appraisal and Valuation
Professional Liability Insurance Policy A S P E N
Named Insured: SMITH,DAVID ALLEN Policy Number:AAI007922-04
Effective Date: 01/27/2019
Customer ID: 167112
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
ADDITIONAL COVERED APPRAISERS ENDORSEMENT
In consideration of the premium charged, it is agreed that Section IV.DEFINITIONS(I) "Insured" is amended to include:
"Insured" means:
The persons identified below, but only while acting on behalf of the Named Insured:
Coverage Principal/Owner,
Name Effective Date Appraiser or Trainee
David Allen Smith 01/27/2019 Principal/Owner
All other terms, conditions, and exclusions of this Policy remain unchanged.
Aspen American Insurance Company Page 1 of 1
LIAO12 (12/14)
DocuSign Envelope ID:216FE902-54FD-4FOF-8A4F-F6772F5AOB96
Appraisal and Valuation
Professional Liability Insurance Policy A S P E N
Named Insured: SMITH,DAVID ALLEN Policy Number:AAI007922-04
Effective Date: 01/27/2019
Customer ID: 167112
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
COMMERCIAL APPRAISAL ENDORSEMENT
In consideration of the premium charged, it is agreed that the Insureds identified below have been approved by the
Company to perform Professional Services involving Commercial Property.
Insured Effective Date of Approval
David Allen Smith 01/27/2019
Exclusion(N)remains unchanged and effective,however,unless the Insured identified is approved for Professional
Services involving undeveloped or vacant land whose proposed use is for multiple unit single-family housing
developments, condominium developments, co-operative housing developments or apartment developments consisting of
10 units or more.
All other terms, conditions, and exclusions of this Policy remain unchanged.
Aspen American Insurance Company Page 1 of 1
LIAO13 (10/14)