HomeMy WebLinkAboutAgenda - 03-10-20; 6-a - Defining a Final Project Scope for County Space for the 203 South Greensboro Street Project in Cooperation with the Town of Carrboro 1
ORANGE COUNTY
BOARD OF COMMISSIONERS
ACTION AGENDA ITEM ABSTRACT
Meeting Date: March 10, 2020
Action Agenda
Item No. 6-a
SUBJECT: Defining a Final Project Scope for County Space for the 203 South Greensboro
Street Project in Cooperation with the Town of Carrboro
DEPARTMENT: County Manager, Asset
Management Services (AMS)
ATTACHMENT(S):
1 — Option 1 - Budget Allocation with Skills INFORMATION CONTACT:
Development Travis Myren, Deputy County Manager,
2 — Option 2 - Budget Allocation Library 919-245-2308
Only Steve Arndt, AMS Director, 919-245-
3 — Draft First Amendment to the 2658
Development Agreement
4 — Revised Design Schedule
5 — Original Executed Development
Agreement (Dated December 4, 2017)
PURPOSE: To authorize a final project scope for the 203 South Greensboro Street Project in
cooperation with the Town of Carrboro and to consider, if appropriate, the First Amendment to a
Development Agreement between the Town of Carrboro and Orange County for the design and
construction of a jointly used government facility at 203 Greensboro Street in the Town of
Carrboro.
BACKGROUND: In December 2017, Orange County and the Town of Carrboro signed a
Development Agreement for the design and construction of a facility that would jointly contain
administrative offices for the Town of Carrboro, spaces for The Arts Center of Carrboro, and the
Orange County Southern Branch Library (Attachment 5). The design process began shortly
afterward and proceeded until the development of schematic design documents and initial cost
estimates. At that point, The Arts Center of Carrboro withdrew from the project.
Subsequently, both Orange County and the Town of Carrboro have discussed changes to the
occupant mix and associated space allocation within the facility. The Town has proposed
adding various functions totaling approximately 6,950 square feet in Town allocated space while
the County staff have discussed adding a permanent location for the Skills Development Center.
Adding the Skills Development Center would increase the County's space by approximately
12,600 square feet and increase the County's overall space allocation from 41% to 56%. This
abstract would authorize the final scope of County space by outlining two options. One of these
options would be memorialized in the First Amendment to the Development Agreement.
2
The first option is to proceed with the addition of the Skills Development space. The table below
summarizes the proposed project budget and how it compares with funds currently planned in
the County's Capital Investment Plan.
203 South Greensboro Project Budget with Skills Development
Approved Capital Investment Proposed
Plan Budget Difference
Professional Fees-56%/44% $ 1,172,500 $ 1,987,493 $ 814,993
Library Construction @ 15,000 sq.ft. $ 4,625,000 $ 4,725,000 $ 100,000
Skills Development Construction @ 12,600 sq.ft. $ - $ 3,969,000 $ 3,969,000
Parking Construction-83 spaces $ 1,000,000 $ 2,075,000 $ 1,075,000
Common Area Construction-56%/44% $ - $ 1,008,000 $ 1,008,000
Furniture,Fixtures, Equipment $ $ 1,250,000 $ 1,250,000
Owners Contingency-5%Construction Costs $ - $ 588,850 $ 588,850
TOTAL $ 6,797,500 $ 15,603,343 $ 8,805,843
The escalation of approximately $8.8 million in project costs is primarily attributable to four
factors. First, additional professional fees will be incurred as the plans are modified to remove
and repurpose space that had been allocated to the Arts Center. Second, the addition of the
Skills Development space would add approximately $3.9 million in construction costs and
approximately $1 million to add 33 parking spaces. The majority of this cost ($3.75 million) will
be repaid through the lease or sale of 501 and 503 West Franklin. Third, the original project
budget was created in the FY2011-16 Capital Investment Plan and did not contemplate a
shared facility with common areas or an adequate budget for furniture, fixtures, and equipment.
Finally, the owner's contingency is dependent on the project delivery method which was not
known when the project was originally included in the Capital Investment Plan. In this case, the
owner's contingency is based on using a Construction Manager at Risk method to deliver the
project. Additional details regarding this option are contained in Attachment #1 — Budget
Allocation with Skills Development.
The second option is to proceed only with the Southern Branch Library. Due to many of the
same factors listed above, this option would also involve additional costs as summarized in the
table below.
203 South Greensboro Project Budget-Library Only
Approved Capital
Investment Plan Proposed Budget Difference
Professional Fees 40.5%/59.5% $ 1,172,500 $ 1,437,383 $ 264,883
Library Construction @ 15,000 sq.ft. $ 4,625,000 $ 4,725,000 $ 100,000
Skills Development Construction @ 12,600 sq.ft. $ - $ -
Parking Construction-50 spaces $ 1,000,000 $ 1,250,000 $ 250,000
Common Area Construction 40.5%/59.5% $ - $ 729,000 $ 729,000
Furniture,Fixtures, Equipment $ $ 750,000 $ 750,000
Owners Contingency-5%Construction Costs $ - $ 335,650 $ 335,650
TOTAL $ 6,797,500 $ 9,227,033 $ 2,429,533
3
Proceeding with the Library Only option would still require additional professional fees. This
option also reflects an escalation in the cost of parking spaces compared to the current project
budget as well as the introduction of costs for common area; furniture, fixtures, and equipment;
and an owner's contingency based on the Construction Manager at Risk project delivery
method. Additional details regarding this option are contained in Attachment #2 — Budget
Allocation Library Only. If this option is chosen, the County would continue to lease space for
Skills Development programming. The County has executed a five year lease in the Europa
Center totaling $1.18 million during that timeframe. The lease could be extended, modified, or
eliminated at the end of the five year period.
The Draft First Amendment to the Development Agreement (Attachment 3) reflects the addition
of Skills Development space as described in Option 1. Choosing Option 2 would require a
renegotiation of the Amendment with the Town of Carrboro, and the timeline would be adjusted
accordingly.
Once a final development agreement is executed by the parties, the project development
process will resume. A revised preliminary schedule has been created and is provided at
Attachment 4. The schedule indicates that the design will begin in March 2020 and continue
until April 2021. Construction will begin in May 2021 and conclude in June 2022.
FINANCIAL IMPACT: The Board previously appropriated $6,797,500 for design and
construction of the Southern Branch Library. Option 1, adding the Skills Development Center
and recognizing total project costs, would add approximately $8.8 million to the project budget.
Option 2, constructing the Southern Branch Library only but recognizing the total project costs,
would add approximately $2.43 million. Either change to the project budget would be reflected
in the Manager's Recommended Capital Investment Plan with construction expenditures
planned for FY2021-22.
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.
• 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.
ENVIRONMENTAL IMPACT: The following Orange County Environmental Responsibility Goal
impacts are applicable to this item:
• ENERGY EFFICIENCY AND WASTE REDUCTION
Initiate policies and programs that: 1) conserve energy; 2) reduce resource
consumption; 3) increase the use of recycled and renewable resources; and 4)
minimize waste stream impacts on the environment.
4
• ENVIRONMENTALLY PREFERABLE PURCHASING
Promote the use of chemicals, materials, equipment, and systems which are officially
recognized as to minimize environmental impacts.
RECOMMENDATION(S): The Manager recommends that the Board:
1) Proceed with Option 1 to include space for both the Southern Branch Library and the
Skills Development Center, approve the proposed First Amendment to the Development
Agreement (Attachment 3), and authorize the County Manager to sign the Agreement;
OR
2) Proceed with Option 2 to include space for the Southern Branch Library and direct staff to
amend the draft Agreement to be considered by the Board at a later date.
5
Attachment #1
Option 1 - Budget Allocation with Skills Development
Square Cost Per Carrboro Orange County
Function Feet unit Cost Cost Total Cost
A. Construction Costs
Recreation and Parks Program and Office Space 15,000 $ 315 $ 4,725,000 $ - $ 4,725,000
WCOM Radio *during SD to be reduced to 500 sgft with
grossing factor 850 $ 370 $ 314,500 $ - $ 314,500
Seed Library 200 $ 315 $ 63,000 $ 63,000
Virtual Justice Center 500 $ 315 $ 157,500 $ - $ 157,500
Teen Space 1,200 $ 315 $ 378,000 $ - $ 378,000
Black Box 4,200 $ 500 $ 2,100,000 $ - $ 2,100,000
Library 15,000 $ 315 $ - $ 4,725,000 $ 4,725,000
Skills Center 12,600 $ 315 $ - $ 3,969,000 $ 3,969,000
Common Area Site and Civil Work (Ratio of CBO/OC Sq. Ft.
=44/56) - - $ 792,000 $ 1,008,000 $ 1,800,000
Parking (Ratio CBO/OC Spaces = 79/83) - $ 25,000 $ 1,975,000 $ 2,075,000 $ 4,050,000
Subtotal -Construction 49,550 - $ 10,505,000 $ 11,777,000 $ 22,282,000
B. Design &CMAR Fees
Architectural Fees (Ratio of CBO/OC Sq. Ft. =44/56) - - $ 743,290 $ 946,005 $ 1,689,295
Supp. Architectural Fees (Ratio of CBO/OC Sq. Ft. =44/56) - - $ 249,832 $ 317,968 $ 567,800
CMAR Fees (Ratio of CBO/OC Sq. Ft. =44/56) - - $ 568,480 $ 723,520 $ 1,292,000
Subtotal - Design &CMAR Fees $ 1,561,602 $ 1,987,493 $ 3,549,095
C. FFE &Contingency
Furniture, Fixtures and Equipment (FF&E) $ 1,250,000
Owner's Contingency(5%) @ Ratio of CBO/OC 44/56 $ 525,250 $ 588,850 $ 1,114,100
D.Total Construction and Service Fees 49,550 - $ 12,591,852 $ 15,603,343 $ 28,195,195
Carrboro Square Footage 21,950 44%
Orange County Square Footage 27,600 56%
Total Square Footage 49,550 100%
6
Attachment #2
Option 2 - Budget Allocation Library Only
Square Cost Per Carrboro Orange County
Function Feet Unit Cost Cost Total Cost
A. Construction Costs
Recreation and Parks Program and Office Space 15,000 $ 315 $ 4,725,000 $ - $ 4,725,000
WCOM Radio *during SD to be reduced to 500 sgft with
grossing factor 850 $ 370 $ 314,500 $ - $ 314,500
Seed Library 200 $ 315 $ 63,000 $ 63,000
Virtual Justice Center 500 $ 315 $ 157,500 $ - $ 157,500
Teen Space 1,200 $ 315 $ 378,000 $ - $ 378,000
Black Box 4,200 $ 500 $ 2,100,000 $ - $ 2,100,000
Library 15,000 $ 315 $ - $ 4,725,000 $ 4,725,000
Skills Center $ 315 $ - $ - $ -
Common Area Site and Civil Work(Ratio of CBO/OC Sq. Ft. _
59/41) - - $ 1,062,000 $ 738,000 $ 1,800,000
Parking (Ratio CBO/OC Spaces = 79/50) - $ 25,000 $ 1,975,000 $ 1,250,000 $ 3,225,000
Subtotal -Construction 36,950 - $ 10,775,000 $ 6,713,000 $ 17,488,000
B. Design&CMAR Fees
Architectural Fees (Ratio of CBO/OC Sq. Ft. = 59/41) - - $ 743,290 $ 946,005 $ 1,689,295
Supp. Architectural Fees (Ratio of CBO/OC Sq. Ft. = 59/41) - - $ 249,832 $ 317,968 $ 567,800
CMAR Fees (Ratio of CBO/OC Sq. Ft. = 59/41) - - $ 568,480 $ 723,520 $ 1,292,000
Subtotal- Design &CMAR Fees $ 1,561,602 $ 1,987,493 $ 3,549,095
C. FFE&Contingency
Furniture, Fixtures and Equipment (FF&E) $ 1,250,000
Owner's Contingency(5%) Contt. Costs $ 538,750 $ 335,650 $ 874,400
D.Total Construction and Service Fees 36,950 - $ 12,875,352 $ 10,286,143 $ 23,161,495
Carrboro Square Footage 21,950 59%
Orange County Square Footage 15,000 41%
Total Square Footage 36,950 100%
7
STATE OF NORTH CAROLINA
COUNTY OF ORANGE
FIRST AMENDMENT TO DEVELOPMENT AGREEMENT REGARDING
SOUTH GREENSBORO STREET PROPERTY
BY AND BETWEEN
THE TOWN OF CARRBORO, NORTH CAROLINA
AND
THE COUNTY OF ORANGE, NORTH CAROLINA
THIS FIRST AMENDMENT TO DEVELOPMENT AGREEMENT (the "First
Amendment "), amends the original DEVELOPMENT AGREEMENT REGARDING SOUTH
GREENSBORO STREET PROPERTY BY AND THE TOWN OF CARRBORO, NORTH
CAROLINA AND THE COUNTY OF ORANGE, NORTH CAROLINA dated December 4,
2017, is made and entered into as of the day of , 2020, 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 entered into the original Agreement dated as of
December 4, 2017; and
WHEREAS, pursuant to the original Agreement, the Town has entered into contracts for
the design and construction of the proposed improvements for the Project on the Property; and
WHEREAS, significant changes have been made to the plan for development of the
Property which is the subject of the Agreement; and
WHEREAS, the Parties wish to amend the Agreement as set forth herein to reflect the
change in circumstances which have occurred since the execution of the Agreement; and
WHEREAS, it is the intent of the Parties that except as amended by this First
Amendment, the terms of the original Agreement shall remain in full force and effect; 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
8
as follows:
ARTICLE I
Definitions
The definitions contained in the Agreement are amended as follows, and except as
amended herein shall remain unchanged:
"Development" means the planning, design and construction of the Facilities on the Property
located at 203 South Greensboro Street in Carrboro.
"Facility" or"Facilities"means the improvements to be made at the Property pursuant to this
Agreement.
"Governing Body"means, with respect to the Town, the Town Council, 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 or as otherwise determined and agreed to in writing by the Parties). The proportion of
"gross floor area" occupied by each party shall be finally calculated upon completion of the
construction plans for the Facilities 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.
"Project" means the planning, design and construction of an approximately 50,000 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 and ongoing operations capital.
Upon completion of the Project, the parties will convert the Facilities to a condominium form of
ownership to be governed by covenants adopted by mutual agreement of the Parties.
"Shared Areas" are designated areas owned by one Party that may be reasonably offered
for use by other Parties according to a mutual agreement.
ARTICLE II
Description Of Development Agreement
2
9
No Changes
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 will
convert ownership of the Facilities 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, have selected a designer for the Project. 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 contributes to the design of the Project
C. The Town, as c u r r e n t owner of the Property, will be primarily responsible
for procuring all necessary development approvals for the Project to include the
Orange County Southern Branch Library on the lowest floor of the Building to be
constructed on the Property, for such other uses as the Parties may agree to on the upper
floors of such Building, and for such parking facilities as may be required for the
uses of the Building. 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 final construction documents,
including but not limited to drawings, specifications, bid documents, contract(s)
for construction, and other documents typically associated with similar
construction projects, for the Project.
E. The Town, in accordance with applicable laws pertaining to public construction
projects, has entered 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.
3
10
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. The County shall reimburse the Town for the County's share of the construction
costs for the Project within thirty (30) days or presentation by the Town to the Count of a
written request for payment pursuant to a schedule of progress payments to be established
by the respective Finance Officers for the Town and the County.
H. The Town will contract with all necessary design, engineering and construction
firms for any environmental remediation work related to the Property as
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 prior to December 4, 2017.
I. 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 associated structured parking, may
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 (i) the portion of the Building to be used as the
Orange County Southern Branch Library and any other uses to which the County
may put its portion of the Building and (ii)parking spaces required for such uses.
J. The Town will enter into a construction contract for the work.
K. No Changes.
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
improvements thereon which are not conveyed to the County.
M. As contemplated by this Agreement, upon completion of construction the building
and parking facilities will be converted to condominium ownership, with the
Town and the County each owning condominium interests in Building space and
associated parking spaces (whether located in a parking structure or on the
ground). 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 parking
spaces in any parking improvement made as part of this Project 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
4
11
agree that in the event on-site parking spaces are constructed as part of the Project
an adequate number of on-site parking spaces owned and paid for by the County
shall be available for use by Library and Skills Development Center patrons
during their normal 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 and Skills Development Center are
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 arrangement for the Project. The Parties
further agree that as soon as possible after the Schematic Design for the Project is
delivered to the Parties (the "Schematic Design Delivery Date), they will review
Exhibit C to ascertain whether any change in cost sharing is appropriate based on
the schematic design. If the Parties are unable to come to an agreement regarding
any changes to Exhibit C within forty five (45) days after the Schematic Design
Delivery Date 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 (i) its
proportionate share of costs as set forth in Exhibit C, and (ii) all costs it has
otherwise incurred in connection with this Project through the date of termination.
B. The County shall pay the cost of planning, design and construction of parking
improvements required to support the County's use(s) 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
5
12
reasonably expected and determined to be associated with the Orange County
Southern Branch Library use and any other use to which the County may choose
to put its portion of the Building to be constructed on the Property. Upon
completion of the work and when the Facilities become operational, the parking
spaces allocated for the County's use of the Property shall be available for public
parking during hours when the County's facilities 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
No Changes
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
minimum, the Parties understand and agree that the following must be resolved to the
County's and the Town's satisfaction before the execution of construction contract(s) for
the Project:
A. No Change.
B. No Change
C. No Change.
D. No Change.
E. No Change.
F. No Change.
G. No Change.
H. No Change.
I. No Change.
J. No Change.
K. No Change.
6
13
L. No Change.
M. No Change.
N. No Change.
ARTICLE VII
Representations And Warranties
No Changes.
ARTICLE VIII
Remedies And Dispute Resolution
No Changes.
ARTICLE IX
Miscellaneous
No Changes.
[signatures contained on next page]
7
14
IN WITNESS WHEREOF, the parties have executed this First Amendment the day and
year first above written.
TOWN OF CARRBORO
(Town Sean BY:
David Andrews, Town Manager
ATTEST:
Catherine Dorando, Town Clerk
This document is sufficient as to form.
Town Attorney
This instrument has been pre-audited in the manner proscribed by the Local Government Finance
Act.
Finance Director
COUNTY OF ORANGE
(County Seal)
BY:
Bonnie Hammersley, County Manager
ATTEST:
County Clerk
8
15
County,North Carolina
I, a Notary Public of the County and State aforesaid, certify that
personally came before me this day and acknowledged that she is the Town Clerk/Deputy Town
Clerk of the Town of Carrboro, and that the seal affixed to the foregoing instrument in writing is
the corporate seal of said Town, and that said writing was signed and sealed by her in behalf of
said corporation by its authority duly given and the said person acknowledged this writing to be
the act a deed of said corporation.
WITNESS my hand and official stamp (or seal), this the day of , 2020.
(S E A L) Notary Public
My Commission Expires:
County,North Carolina
I, a Notary Public of the County and State aforesaid, certify that
personally came before me this day and acknowledged that she is the Clerk of the County of
Orange, and that the seal affixed to the foregoing instrument in writing is the corporate seal of
said County, and that said writing was signed and sealed by her in behalf of said corporation by
its authority duly given and the said person acknowledged this writing to be the act a deed of said
corporation.
WITNESS my hand and official stamp (or seal), this the day of , 2020.
Notary Public
(S E A L) My Commission Expires:
9
16
Attachment 4
Week 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 61 63 64 65 66
N N N O N N O N N N O O N
N N N Vf rl N tp N tv1 Ot N
Public meeting Town Council Town Council LGC approval of GMP
Town Council
Programming
4 weeks Schematic-14 wks Site Plan Docs-3 wks
Site Plan Approvals(4 submittals)-19 wks
Site CDs and Approvals
11 weeks Site Construction
10 weeks
TIA-12 wks
Design Development-14 wks
QAQC/Pricing-5 wks
Building CDs-24 weeks
QAQC/Pricing/Permitting-5 wks
>
Building Construction-56 weeks
Unknowns:
Closing Maple&associated approvals
Zoning variances
Aligning approvals with with scheduled public meetings or board meetings
Seasonal alignment of sitework
1
17
I
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 il 4"'_day of 19eczm bcr 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,
• 18
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
2
19
Property.
"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,OW 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
3
20
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.
4
21
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.
5
• 22
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.
I. 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
6
23
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
7
24
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, (i i) 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
8
25
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.
9
26
"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
10
27 I
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
11
28
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
29
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 I
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 I
the subject matter hereof, contains the entire agreement between the parties as to I
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
30
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
31
IN WITNESS WHEREOF,the parties have executed this Agreement the day and year
first above written.
TOWN OF CARRBORO
BY:/I W. /'Wly�
David Andrews, Town Manager
This document is sufficient as to form.
Town Attorney
This instrument as been preaudited in th anner required by the Local Government Budget
and Fiscal C of Act.
Finance Director
COUNTY OF ORANGE
BY:
Bonnie Hammersley, County i ager
This document i fficient as to form.
�Iunty Attorney
This ' st nth been preaudited in the manner required by the Local Government Budget
and isca Co tr Act.
Coun Chie Finan al Officer
15
I
Exhibit A - 203 S. Greensboro St. 32
IF
t r
milk 111,11
■
■
■
■
F { 1111
,r
r rf
;jj� . rrrrtwlW"WOMle.rrwr
■ � �4 � +'+p^aa��arr+rrrrtr+ -
■ ` �rrrr�r�RrrtrtrOME
i i�rrrf rtrtrrrry�i'rtr R4�BERSO?I ST
rt1F� - w
rtf
• Jtf __
OL
■ ■ — rF
`97,78857932'
f. ., 0.89 ac.
EL
low M
p -
� k
Y
■
Parcel of Interest Parcels
N tin=50 feel
.�... Existing Water Chapel Hill Transit A 0 20
Feel
Existing Sewer OrengeCaxrlyPlaning and ln 8 Bean Carson(1011211 17
33
20130410D00085470 DEED
Bk:RB5582 P9:486
04/10/2013 10 4!55 AM 114
FILED Deborah B. Brooks
Register of Deeds, Orange Co,NC
RecordingQ Fee: s26.0fl
NC Real Eslale TR. t1200.00
Prepared by: Ellis&Winters LLP(DL.H), 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 /0 day of April,2013, by and between
GRANTOR GRANTEE
SunTrust Bank, The Town of Carrboro,
a Georgia banking corporation a North Carolina municipal corporation
whose mailing address is: whose mailing address is:
303 Peachtree Street,N.E., 36th Floor 301 W. Main Street,
Atlanta, GA 30308 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 stun 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 Change County, North Carolina, being more particularly described on
1
#931146
34
1118511821 B7 2/11411111111I1111
EXHIBIT A (the"Pro rt ")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.]
z
#931146
I
35
R65582 488 314
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
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 th capacity indicated: Erica S. Henning.
Date: ZOY3
My Commission Expires:
No�bfi�.—
rint
a 2a/y Name:
[Affix Notary Stamp or Sea]]
Notary Public �.
Wake County
North Carolina
Fcommission Ex Tres
- .
3
#931146
36
EXHIBIT A 1111111101111111111111
(to Special Warranty Deed) RBSs82 489 4/4
Legal Description of Property
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, Grange 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
Ne . .�e .�.or aw>Ao ►aso
37
� �.LPs�11Hra�
«..• OR 20 A 0 1�
.IorcE fl PEARSpR _
STMET
�=41C
Rciwr+�AIL pF1M W�M!AO[Iri Rl41RD+fKOM. 1 e� e 1 2
niRc.rr a.ou,re nr nriwc rwivnw,a�j+/�wrl(m�wr« �+Wl
a8a3 ACRES 1
now .,"'_ 1 w �1 (NW Lor Al 1
11
rtrww,wNw
w rwws�sti �w 1 1 1
AM/DIM
�R04 1 1
I,eY.YO w.OeA Miry NOO1W wV weurp
�r�w1F Me 1 Y.1yn4ee tl C.R mom lw �.
1a111ar1ip l.Ir�lOYe4R4�/Ylmpr'e�®�wMl � C Com
iv i1e a A
CM
+I' CM om R win q o
�.we�r p wr Q�4 ACM R Ae.T f/ i
v��rM u�yaA aaw ACRES!�n lav wo mRU
Ilk
_ =a.� i.4•': a�,,.�e,dim �� `k
-94Ms1N ad �_ lOrll� �w.fl fitlYRr it
�ti.��wur wrO1V� ��r�
(xS GPMYtCowr SYa1 rw1e9M1 P. �f��eV
_ aler orcw w �nr, (es-toe MiF stt �Muafat K fled ,�.
a7�'YiiK71.v�wa>K C7>�ee -.ff'/o1G'E9 a)ser7 Inc 1w�GaP fworaw y'
A110.ve,u lmlNlmw Ragas!rw wm�o 91W ML�dLi rill rRnae IN GW�O�S
-wMM U111'rD147 lYLtlN,K fl.rJ O01 I ra s w ww me rllwora er mm ora�ewo !l�vS Now aeeaaslwnuv.wP Or XrNNM CLOSE. INC.
FAKHOURY PROPERTY rRAWrr AMP-AMEAM rC fw.
mo (sr.Wr fJ,+ nrf.(rr►HJr-�sa
�inr J-7 - 7w.• owlet,s,. couvm. e�owoc 11-:�-ar wRYLYEv W. ,w
„• Jo w
a[cpaaen«souc OF aAv SPIE, AWN Gvolaw g- f SC4LE t'-A• WAWN W. sv
SME IN FM ZONE Mo Pik wm-as-mm!sm-es-an CHECKED& CLOSW BY srn/rc
I ( I
38
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.
i
39
EXHIBIT C
203 S.GreWwboro Davebpmem Agreement
EbmeMs of Vat- al AN share
TOWn Cou WI Pro tbnel Xotes
land
Properly
2 Men,anwronmentax remeMssn.monenting
Adequate Structured ParWN
De.IgrVTesgng'PermMinyEMNbm.ms/Fees
5 Prdtminary visart planning Includes d—nions on level of tannin appearance.aesihelcs
6 ZonmglLard Use ePpww—fees
y ular"WainesnWAbre artaysa iees
8 unkly'miraslru-n Impact tee,
9 Designer Fees for Carrboro Planning Propess'Apprwss
t0 Preliminary sale assessment fees I x I Includes geotechncs,envin nmmlal,cultural.traMc stud-
t 1 Susni n-1,/E—gy Modeling and Ansyess Fees High performance building Standards analysis,cost benell ansys,
12 Site/CwiViandscapa tlesgn.CA lees,design
ni cmlingencies
13 owng Shell.Core Area tlesgn.Cmsouct'ion AOmmisnalion design contingencies
14 0¢upanl Uple design.Construction Adiwnstralon,design contingencies Occupants pay Its uplN costs
Site Topl..
15 De--iinuchon
t6 Cleartg,grading erce cantrd
t] Subsur(we conditions/unsuaable sal,
16 site St .at,management system
13 R-run,was/salely,ra1Mg It necessary m design
14 Onsse walkways: lty specia sort-ng
16 Temporary staging/stockpiling areas
17 Building Shot Utility asyr,—to dentdmd demarcarm pants
to Uhlhy can_noh leesx If separately metered,per cmdeminium owner
t9 She lightin
20 $hHl marqugis stgnage ederior wayhnoing sgnage
21 Amenities,site furndure/bike parking
22 Sold waste:racycbng la;dmes
23 Bus stay/shelter ad.gansd —
24 sanitary till stat--uremerw lit nWcossaryl
25 site r—nuclon conhngercies
011-Me Topic.
26 Off-she roadway or p�estnan niprov ent8
2, OH Site budding 014 WArty unProvement8 po properly Intel
n 06-shell Ycla Pathway cpnSidenauoua
29 OR spa cpnsbucixin lateral staging anal coats
off
-sae cCnlingenctes
Shah,Con 8 MemNbd Common Area Conatructbn All man systems to dentif ed demarcations within exclusive occupant
interior spaces
30 Foundation System
31 Root System.Building drainage leaders/surlace drana�e piping
32 Gore eievala,shah and equpnWnf
33 Core&dammed Gammon Area Potable weer Sauce/ba kHow prevenler From sae deem—on b Coe a C--Area faxoth se
34 Coe a xJennlie0 Gammon Area son lay wrier service
35 LaeBitlenutmtl Common Area poweriranaformer's vice
36 Core a idennhetl Coin min Area nalural gas awvoe e-
3T Core 6 dennhed Common Area III,protection bhot components
38 Core 6 dentdcd Coin M.Area ani, ode eyslems mstalaticn
39 Care 8 denhli"Common Area uplit constructor,
40 Core a denied Common Areas�udty/soces5/Av.teledata
41 Core&ractsbad Constrain Areafurniturefurniture.Wines.and equpnvint
42 shill,Care a denthad Common Area contingences
ExclwMs Coridombsum Space lort rlors Each party beers aN cosh of exelua lye apace rr.Ya
43 Upiit branch builtling systems Branch systems-lude eleelrca'.mechanics,piumbmg and fire protect-wihin exclusive areas
44 UPtit(archhecturs coin--.) Wish doors.ceilings.Ibar—a ing/Ireatment.bghting.etc
45 Upls.-only/access/AVAeledata
46 Up,furn4ure fork, armequi-
4y upfdcmnngencles
Olhar costs Each party bear.Ito otm cosh
46 L gal Costs
49 Financing Costs
TM Panle,agree as toltows.
The Toads cats pursuant to N.Agreemanl shall not exceed 69,600,000.00(Nlw Million Six Hundred Thousentl Dollars).
Any coat.in excess pat this amount net be aulhorhsil by the Town of Carrboro aderpareon.through a written amendment to the Agreement.
The County.costs pursuant to Intl Agreement shall not—inal.T,54y,500.0)(Seven Million Five Hundred Forty Seven Tho usand Fly.Hundred Dollar.).
Arty costs In excess of this amount must be auffinu-d by the Orange County Board of Commissioners through a written ammdmem I,the Agreement.
-proPortlonal beans for these Items Is amlclpstad to be determined In the design phase as ouildinq elements and systems era mare specifically known,with the cost eta lrg likely to be less than equal but more than on a proportional square footage basis.