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HomeMy WebLinkAbout2020-214-E Planning - Renaissance Planning Group transit plan development DocuSign Envelope ID:5775A102-A362-4A15-B549-2FEA82CCA360 [Departmental Use Only] Title Transit Plan Update FY 2019-20 NORTH CAROLINA CONSULTING SERVICES AGREEMENT RFQ ORANGE COUNTY This Agreement, made and entered into this 24th day of March, 2020, ("Effective Date") by and between Orange County, North Carolina a political subdivision of the State of North Carolina (hereinafter, the "County") and Renaissance Planning Group, Inc., (hereinafter, the "Consultant"). WITNESSETH: That the County and Consultant, for the consideration herein named, do hereby agree as follows: ARTICLE 1 SCOPE OF WORK 1.1 Scope of Work 1.1.1 This Services Agreement ("Agreement") is for professional consulting services to be rendered by Consultant to County with respect to (insert type of project) updating the 2017 Orange County Transit Plan 1.1.2 By executing this Agreement, the Consultant represents and agrees that Consultant 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. 1.1.3 Time is of the essence with respect to this Agreement. 1.1.4 The services to be performed under this Agreement consist of Basic Services, as described and designated in Article 3 hereof. Compensation to the Consultant for Basic Services under this Agreement shall be as set forth herein. ARTICLE 2 RESPONSIBILITIES OF THE CONSULTANT 2.1 Services to be Provided. The Consultant shall provide the County with all services required in Article 3 to satisfactorily complete the Project within the time limitations set forth herein and in accordance with the highest professional standards. 2.2. Standard of Care 2.2.1 The Consultant shall exercise reasonable care and diligence in performing services under this Agreement in accordance with generally accepted standards of this type of Consultant practice throughout the United States and in accordance with applicable federal, state and local laws and regulations applicable to the performance of these services. Consultant is solely Revised 11/19 (rev031920jcb per dept) 1 DocuSign Envelope ID:5775A102-A362-4A15-B549-2FEA82CCA360 responsible for the professional quality, accuracy and timely completion and submission of all reports, drawings, specifications, plans, documents and services (hereinafter "Deliverables") related to the Basic Services. 2.2.2 The Consultant shall be responsible for all errors or omissions in the deliverables prepared by the Consultant. 2.2.3 The Consultant shall correct at no additional cost to the County any and all errors, omissions, discrepancies, ambiguities, mistakes or conflicts in any Deliverables prepared by the Consultant. 2.2.4 The Consultant shall assure that all Deliverables prepared by it hereunder are in accordance with applicable laws, statutes, and that any necessary or appropriate applications for approvals are submitted to federal, state and local governments or agencies in a timely manner so as not to delay the Project. 2.2.5 The Consultant 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. 2.2.6 Any and all employees of the Consultant engaged by the Consultant in the performance of any work or services required of the Consultant under this Agreement, shall be considered employees or agents of the Consultant 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 Consultant. 2.2.7 If activities related to the performance of this agreement require specific licenses, certifications, or related credentials Consultant 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. ARTICLE 3 BASIC SERVICES 3.1 Basic Services 3.1.1 The Consultant shall perform as Basic Services the work and services described herein and as specified in the County's Request for Qualifications RFQ Number 5278 for transit consulting services (the "RFQ") issued January 6th, 2020, which is fully incorporated and integrated herein by reference together with Attachments A "Task List and Milestone Dates", B "Pay Schedule," and C "Additional Services and Deliverable Schedule" (designate all attachments). 3.1.2 The Basic Services will be performed by the Consultant in accordance with the following schedule found in Attachment A "Scope of Work and Milestone Deliverable Schedule." Revised 11/19 (rev03l920jcb per dept) 2 DocuSign Envelope ID:5775A102-A362-4A15-B549-2FEA82CCA360 3.1.3 Should County reasonably determine that Consultant has not met the Milestone Dates established in Section 3.1.2 of this Article, County shall notify Consultant of the failure to meet the Milestone Date. The County, at its discretion may provide the Consultant seven (7) days to cure the breach. County may withhold the accompanying payment without penalty until such time as Consultant cures the Breach. In the alternative, upon Consultant's failure to meet any Milestone Date the County may modify the Milestone Date schedule. Should Consultant or its representatives fail to cure the breach within seven (7) days, or fail to reasonably agree to such modified schedule County may immediately terminate this Agreement in writing without penalty or incurring further obligation to Consultant. This section shall not be interpreted to limit the definition of breach to the failure to meet Milestone Dates. ARTICLE 4 DURATION OF SERVICES 4.1 Scheduliny of Services 4.1.1 The Consultant shall schedule and perform his activities in a timely manner so as to meet the Milestone Dates listed in Article 3. 4.1.2 Should the County determine that the Consultant is behind schedule, it may require the Consultant to expedite and accelerate his efforts, including providing additional resources and working overtime, as necessary, to perform his services in accordance with the approved project schedule at no additional cost to the County. 4.1.3 The Commencement Date for the Consultant's Basic Services shall be upon execution of the contract by both parties. ARTICLE 5 COMPENSATION 5.1 Compensation for Basic Services 5.1.1 Compensation for Basic Services shall include all compensation due the Consultant from the County for all services satisfactorily (as determined by the County) performed pursuant to this Agreement except for any authorized Reimbursable Expenses which are defined herein. The maximum amount payable for Basic Services is two hundred eighty seven thousand two hundred eighteen Dollars ($287,218.00). Payment for Basic Services shall become due and payable in direct proportion to satisfactory services performed and work accomplished. Payments will be made as set out in Attachment B, the "Pay Schedule." ARTICLE 6 RESPONSIBILITIES OF THE COUNTY 6.1 Cooperation and Coordination 6.1.1 The County has designated Craig N. Benedict, AICP, Orange County Planning Director, 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 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. Revised 11/19 (rev031920jcb per dept) 3 DocuSign Envelope ID:5775A102-A362-4A15-B549-2FEA82CCA360 6.1.2 The County shall be solely responsible for determining whether Consultant as satisfactorily completed Tasks associated with Milestone Dates. Upon County's written determination to Consultant that a Task has been satisfactorily completed by its accompanying Milestone Date Consultant may submit an invoice for payment. It is agreed that County shall not unreasonably withhold its determination of satisfactory completion of any Task. In the event the amount of an invoice is disputed County may withhold payment until the dispute is resolved by the parties. County may also withhold payment on an invoice until the satisfactory completion of a Task by Consultant. ARTICLE 7 INSURANCE AND INDEMNITY 7.1 General Requirements 7.1.1 Consultant shall obtain, at its sole expense, Commercial General Liability Insurance, Automobile Insurance, Workers' Compensation Insurance, Professional Liability Insurance, and any additional insurance as may be required by Owner'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.oran e�ync. og v/departments/purchasing_division/contracts.php). If Owner's Risk Manager determines additional insurance coverage is required such additional insurance shall be designated here N/A (if no additional insurance required mark N/A as being not applicable). Consultant shall not commence work until such insurance is in effect and certification thereof has been received by the Owner's Risk Manager. 7.2 Indemnity 7.2.1 To the extent authorized by North Carolina law the Consultant agrees, without limitation, to 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 Consultant 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 Consultant to indemnify the County to the fullest extent permitted under North Carolina law. ARTICLE 8 AMENDMENTS TO THE AGREEMENT 8.1 Changes in Basic Services 8.1.1 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 Consultant. The Consultant shall proceed to perform the Services required by the Amendment only after receiving a fully executed Amendment from the County. ARTICLE 9 TERMINATION 9.1 Termination for Convenience of the County Revised 11/19 (rev031920jcb per dept) 4 DocuSign Envelope ID:5775A102-A362-4A15-B549-2FEA82CCA360 9.1.1 This Agreement may be terminated without cause by the County and for its convenience upon seven (7) days prior written notice to the Consultant. 9.2 Other Termination 9.2.1 The Consultant 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 Consultant shall give the County seven (7) days' prior written notice of its intent to terminate this Agreement for cause. 9.3 Compensation After Termination 9.3.1 In the event of termination, the Consultant 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 Consultant. 9.3.2 Should this Agreement be terminated, the Consultant 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. 9.4 Waiver 9.4.1 The payment of any sums by the County under this Agreement or the failure of the County to require compliance by the Consultant with any provisions of this Agreement or the waiver by the County of any breach of this Agreement shall not constitute a 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. 9.5 Suspension 9.5.1 County may suspend suspend the work at any time for County's convenience and without penalty to County upon three (3) days' notice to Consultant. Upon any suspension by County, Consultant shall discontinue the work and shall not resume the work until notified to proceed by County. ARTICLE 10 ADDITIONAL PROVISIONS 10.1 Relationship of Parties 10.1.1 Consultant is an independent contractor of the County. Neither Consultant nor any employee of the Consultant shall be deemed an officer, employee or agent of the County. Consultant's personnel shall not be employees of, or have any contractual relationship with the County. 10.2 Limitation and Assignment 10.2.1 The County and the Consultant each bind themselves, their successors, assigns and legal representatives to the terms of this Agreement. Neither the County nor the Consultant shall assign or transfer its interest in this Agreement without the written consent of the other. Revised 11/19 (rev031920jcb per dept) 5 DocuSign Envelope ID:5775A102-A362-4A15-B549-2FEA82CCA360 10.3 Governing Law 10.3.1 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. Consultant 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 the Orange County Living Wage Policy (both policies are incorporated herein by reference and may be viewed at http://www.oran eg countync. ov�/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 the definition of breach to discrimination. By executing this Agreement Consultant affirms that Consultant and any subcontractors of Consultant are and shall remain in compliance with Article 2 of Chapter 64 of the North Carolina General Statutes. Where applicable, failure to maintain compliance with the requirements of Article 2 of Chapter 64 of the General Statutes constitutes Consultant's breach of this Agreement. By executing this Agreement Consultant affirms Consultant is in compliance with Article 2 of Chapter 64 of the North Carolina General Statutes. By executing this Agreement, Consultant certifies that Consultant has not been identified, and has not utilized the services of any agent or subcontractor identified, on the Iran divestment list created by the State Treasurer pursuant to G.S. 147-86.58 or the Israel boycott list created pursuant to G.S. 147-86.81. 10.4 Dispute Resolution 10.4.1 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 and it is agreed by the parties that no other court shall have jurisdiction or venue with respect to such suits or actions. The Parties may agree to nonbinding mediation of any dispute prior to the bringing of such suit or action. 10.5 Extent of Agreement 10.5.1 This Agreement, together with the RFQ and attachments distributed by the County and the Consultant's submitted response to the RFQ, all of which constitute the Contract Documents, represents the entire and integrated agreement between the County and the Consultant and supersedes all prior negotiations, representations or agreements, either written or oral. In the event of a conflict among the terms of the Contract Documents, the priority of documents shall be this Agreement, the County's RFQ, attachments to the County's RFQ, and the Consultant's response to the RFQ. This Agreement may be amended only by written instrument signed by both parties. Modifications may be evidenced by facsimile signatures. 10.6 Severability 10.6.1 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. 10.7 Ownership of Deliverables Revised 11/19 (rev031920jcb per dept) 6 DocuSign Envelope ID:5775A102-A362-4A15-B549-2FEA82CCA360 10.7.1 All Deliverables, together with all supporting materials, source documentation, data collected, field notes, and working drafts, developed in the performance of this Agreement shall become the property of the County and may be used on any other project without additional compensation to the Consultant. The use of the Deliverables 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. 10.8 Non-Appropriation 10.8.1 Consultant 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 Consultant 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 Consultant of such limitation or change in County's legal authority. 10.9 Notices and Signatures 10.9.1 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. 10.9.2 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 Consultant's Name &Address Attention: Bonnie Hammersley Renaissance Planning Group P.O. Box 8181 316 Holland St Hillsborough,NC 27278 Durham,NC 27701 IN WITNESS WHEREOF, the Parties, by and through their authorized agents, have hereunder set their hands and seal, all as of the day and year first above written. ORANGE COUNTY: PROVIDER: Revised 11/19 (rev031920jcb per dept) 7 DocuSign Envelope ID:5775A102-A362-4A15-B549-2FEA82CCA360 DocuSigned by: DocuSigned by: + 3/27/2020 IO837994B755E477 ?61WA,t, ��t,Y 4/8/2020 0Antt.tRar By' .. By. — F220168479A84A7 . bonnie nammersiey Daniel Hardy, Y.h., PTP Orange County Manager Prinicipal in Charge Orange County Printed Name and Title Revised 11/19 (rev03l920jcb per dept) 8 DocuSign Envelope ID:5775A102-A362-4A15-B549-2FEA82CCA360 Attachment A SCOPE OF WORK AND MILESTONE DELIVERABLE SCHEDULE The Work Plan in the January 6, 2020 Qualifications Statement from Renaissance Planning illustrated below, in Attachment B and supplemented in Attachment C, will act as the formal contract work scope. Task 1:Meetings and Presentations %of Task Total Completion Date Task 1A:5 staff meetings(Phase 1) 25% 8/1/2020 Task 1B:5 staff meetings(Phase 2) 25% 2/1/2021 Task 1C:3 board meetings 15% 10/1/2020 Task 1D:3 board meetings 15% 2/1/2021 Task 1E:4 stakeholder presentations(final plan)to local governments: Chapel Hill,Carrboro,Hillsborough and Orange County 20% 2/1/2021 Task 2:Transit Choices Brochure and Regional Connections Opportunities(RCO)Report Task 2A:TCB annotated outline 10% 5/1/2020 Task 2B:TCB draft 30% 6/1/2020 Task 2C:TCB final 10% 7/15/2020 Task 2D:RCO annotated outline 10% 5/1/2020 Task 2E:RCO draft 30% 6/1/2020 Task 2F:RCO final 10% 7/15/2020 Task 3:Public Engagement Round 1 Task 3A:Draft public engagement plan 10% 4/30/2020 Task 3B:Final public engagement plan 10% 5/15/2020 Task 3C:Transit summit draft materials and event preparation 35% 6/15/2020 Task 3D:Delivery of transit summit 35% 6/15/2020 Task 3E:Memo-key themes 10% 6/15/2020 ff- Task 4:Conceptual Transit Scenarios Task 4A:Draft conceptual scenario maps/graphics 30% 7/30/2020 Task 4B:Final conceptual scenario maps/graphics 20% 9/1/2020 Task 4C:Conceptual scenario draft memo 30% 8/15/2020 Task 4D:Conceptual scenario final memo 20% 9/1/2020 Task 5:Balanced and Preferred Scenarios Task 5A:Draft balanced and preferred scenarios maps/graphics 30% 10/25/2020 Task 5B:Final balanced and preferred scenarios maps/graphics 20% 11/15/2020 Task 5C:Balanced and preferred scenarios draft memo 30% 10/25/2020 Task 5D:Balanced and preferred scenarios final memo 20% 11/15/2020 Task 6:Public Engagement Round 2 Task 6A:Transit summit draft materials and event preparation 45% 10/1/2020 Task 6B:Delivery of transit summit 45% 11/1/2020 Task 6C:Memo-key themes 10% 11/1/2020 Task 7:Implementation Plan Task 7A:Methodology memo 30% 10/15/2020 Task 7B:Draft implementation plan 60% 11/15/2020 Task 7C:Final implementation plan 10% 12/15/2020 DocuSign Envelope ID:5775A102-A362-4A15-B549-2FEA82CCA360 Attachment A Task 8:Final Report Task 8A:Annotated outline and design template 20% 12/15/2020 Task 86:Draft final report 70% 1/15/2021 Task 3C: Final final report 10% 2/1/2021 GRAND TOTAL DocuSign Envelope ID:5775A102-A362-4A15-B549-2FEA82CCA360 Attachment B PAY SCHEDULE Billing will take place based on the completion of each sub-task from the below table. Task 1:Meetings and Presentations Task Total:$18,682 Task 1A:5 staff meetings(Phase 1) $4,670 Task 1B:5 staff meetings(Phase 2) $4,670 Task 1C:3 board meetings $2,803 Task 1D:3 board meetings $2,803 Task 1E:4 stakeholder presentations(final plan)to local governments: Chapel Hill,Carrboro,Hillsborough and Orange County $3,736 Task 2:Transit Choices Brochure(TCB)and Regional Connections Opportunities(RCO)Report Task Total:$55,077 Task 2A:TCB annotated outline $5,508 Task 2B:TCB draft $16,523 Task 2C:TCB final $5,508 Task 2D:RCO annotated outline $5,508 Task 2E:RCO draft $16,522 Task 2F:RCO final $5,508 Task 3:Public Engagement Round 1 Task Total:$45,081 Task 3A:Draft public engagement plan $4,508 Task 3B:Final public engagement plan $4,508 Task 3C:Transit summit draft materials and event preparation $15,778 Task 3D:Delivery of transit summit $15,779 Task 3E:Memo-key themes $4,508 Task 4:Conceptual Transit Scenarios Task Total:$20,753 Task 4A:Draft conceptual scenario maps/graphics $6,226 Task 4B:Final conceptual scenario maps/graphics $4,151 Task 4C:Conceptual scenario draft memo $6,225 Task 4D:Conceptual scenario final memo $4,151 Task 5:Balanced and Preferred Scenarios Task Total:$44,341 Task 5A:Draft balanced and preferred scenarios maps/graphics $13,302 Task 5B:Final balanced and preferred scenarios maps/graphics $8,869 Task 5C:Balanced and preferred scenarios draft memo $13,302 Task 5D: Balanced and preferred scenarios final memo $8,868 Task 6:Public Engagement Round 2 Task Total:$36,509 Task 6A:Transit summit draft materials and event preparation $16,429 Task 6B:Delivery of transit summit $16,429 Task 6C:Memo-key themes $3,651 Task 7:Implementation Plan Task Total:$38,835 Task 7A:Methodology memo $11,650 Task 7B:Draft implementation plan $23,300 Task 7C:Final implementation plan $3,885 DocuSign Envelope ID:5775A102-A362-4A15-B549-2FEA82CCA360 Attachment B Task 8:Final Report Task Total:$27,940 Task 8A:Annotated outline and design template $5,588 Task 86:Draft final report $19,558 Task 3C:Final final report $2,794 GRAND TOTAL $287,218 DocuSign Envelope ID:5775A102-A362-4A15-B549-2FEA82CCA360 Attachment C ADDITIONAL SERVICES AND SCOPE OF WORK INTEGRATION OF STIP/SPOT PROJECTS (Task 7) We propose several approaches to STIP/SPOT coordination: 1. The first step will include updating the 2017 Orange County Transit Plan explicit references to STIP projects. Notably: a. The Durham-Orange Light Rail project will be a separate conversation with significant agency and public collaboration. b. The Hillsborough Train Station schedule and cost (now at$8M in FY 2021/2022 in the 2020-2029 STIP) may need to be updated depending on North Carolina Railroad interest in corresponding rail line realignment 2. Identifying SPOT and STIP projects that will help achieve broader transit accessibility and quality of service goals. a. The projects to be identified include: i. Discrete transit projects in addition to those in the 2017 Orange County Transit Plan, such as the North Hillsborough park and ride lot, ii. Sidewalk and bicycle facility projects that will help with last-mile connections to transit stations, and iii. Other"TOPICS"-style operations and safety along transit routes that might facilitate improved transit operations or related amenities such as improved lighting. b. These projects will be examined from a transit SWOT perspective using two lenses: i. An analytic lens to screen those projects proximate to transit routes and identify possible transit synergies, and ii. A collaborative lens to work with interagency staff to identify possible linkages. 3. Establishing a database/map of candidate projects for communications through public engagement and the Regional Connection Opportunities (RCO) report as well as for input to the 2022-2031 STIP and the 2023-2032 regional TIP. COORDINATION WITH DURHAM COUNTY: REGIONAL CONNECTION OPPORTUNITIES (RCO) REPORT (Task2) Coordination between Orange and Durham Counties is an integral component of the final plan that represents a product with joint ownership.The establishment of a balance of resources among the two Counties (including the agencies and governmental entities both within and across county lines) is important both for plan development and for plan implementation. For plan implementation,that balancing is incorporated as part of the Workplan. For plan development, Renaissance Planning stands ready to coordinate in a collaborative manner with both Orange and Durham County staff to seek outcomes mutually beneficial to both jurisdictions regardless of the transit plan consultant selected by Durham County. Certain technical and procedural elements of the plan development would likely be streamlined by the selection of Renaissance Planning as the consultant for both Counties. We recognize, however,that should Durham County select a different consultant,there may be some value in comparing proposed work plan details to seek economies of scale, particularly in terms of regional data compilation and analysis that will inform the Regional Connection Opportunities (RCO) Report. OUTREACH PROCESS (Task 3 and Task 6) Community engagement and outreach is undertaken for many reasons,with many different goals and objectives.There are major differences in the way engagement must be approached for different types of planning efforts. For an effort like the Orange County Transit Plan, our team conducts process-oriented planning (versus project-oriented planning). In process-oriented planning,there is an emphasis on who and how. Process-oriented planning involves synthesizing a vision for the future, building consensus around that community vision, setting goals to achieve the desired future, and identifying actionable strategies to meet goals. By focusing on process, and ensuring broad community representation, DocuSign Envelope ID:5775A102-A362-4A15-B549-2FEA82CCA360 Attachment C the Renaissance team can support the collection of ideas and feedback and their translation into actionable recommendations. Our expertise will result in context appropriate, community-generated strategies guiding the future growth and development of the Orange County Transit system. Our knowledge and application of best practices, innovative tools, and capacity-building strategies will provide residents and community leaders with the strong foundation needed to make informed decisions about the County's transit future. We propose two waves of engagement during development of the transit plan and each wave is structured around two approaches to community outreach and engagement.The first approach (what we have described as a "transit summit") convenes recognized community stakeholders who have a vested interest in supporting Orange County's transit plan. Recognizing that it is extremely difficult to attract the interest of a broad range of residents and service-users,the transit summit is focused on leaders, advocates, organizers, service providers, staff, and more.These key stakeholders will be invited to the summit as representatives of their respective communities, clients, constituents, etc.The event will be educational—building capacity in these key community leaders to act as informed liaisons to the planning process. We will also facilitate a robust exchange of information to learn about the needs and values of various community groups and to vet preliminary ideas with attendees.The results of this event will be the identification of a nascent set of community transit goals and the development of a network of embedded project"ambassadors." During the second wave of engagement the final transit summit provides an additional opportunity for stakeholders to share their community knowledge and to respond to varying transit scenarios developed for the project. With the help of the County,we will conduct outreach for the transit summits, invite participants,track RSVPs, prepare meeting materials, and facilitate the summits.We will rely on the County to provide support by: — Helping the consultant find contact information for key participants and helping to craft a robust list of invitees — Advertising the event on social media and other County communications channels — Emailing invitations (we find that response rates are improved when the invitation comes from the client and not the consultant) — Securing an event space — Providing supplies such as tables and chairs — Providing refreshments, childcare, and transportation to attract participants (if desired) — Welcoming participants to events. Examples of potential invitees to this event include: o Orange County Habitat for Humanity o UNC Hospitals o Durham Tech o Chapel Hill Carrboro City Schools o County/municipal staff(planners,transportation, aging, social services, public health, parks and rec) o GoTriangle/Chapel Hill Transit/Orange County Public Transportation/Piedmont Area Regional o Transit/GoDurham o Uber/Lyft drivers o Transit operators o El Centro Hispano o Rogers-Eubanks Neighborhood Association The second approach we take to community engagement is what we refer to as "high touch" or tactical engagement. This type of engagement is less formal but more targeted and typically involves going to the public, rather than expecting people to come to us.Tactical engagement might include surveying riders at the County's busiest transit hubs, providing information and getting feedback at community events like Last Fridays, and doing pop-up engagement at grocery stores or farmers markets. Because Orange County is so large and the population so dispersed,tactical engagement is a great way to facilitate involvement on a broad geographic scale. For example, we might consider a pop- up at a house of worship in one of the more rural communities on Sunday when folks are leaving church. Or we might see if we can facilitate a pop-up during an event at one of the rural fire departments. DocuSign Envelope ID:5775A102-A362-4A15-B549-2FEA82CCA360 Attachment C And sometimes, despite great planned approaches,we need to recalibrate our approach because we're not getting the participation we need. Our team is flexible in our approach and we adjust as needed along the way. We pride ourselves in working closely with our clients to develop approaches that make sense, are effective, and provide the information we need to craft a high-quality plan. SUBCONTRACTORS WORKING WITH RENAISSANCE PLANNING GROUP, INC. The following subcontractors are permitted within the scope of the project: • Jarrett Walker+Associates • Irma McLaurin Solutions • Bilingual Communications Renaissance Planning Group, Inc., as Consultant, remains solely and completely responsible for all work and terms of the Agreement. No rights or benefits are intended or created to any third parties, including approved subcontractors. DocuSign Envelope ID:5775A102-A362-4A15-B549-2FEA82CCA360 RENAPLA-04 KSMITH7 ACaRO" CERTIFICATE OF LIABILITY INSURANCE DATE,(MM/DD/YYYY) 3/13/2020 THIS CERTIFICATE IS 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 rights to the certificate holder in lieu of such endorsement(s). PRODUCER CONTACT NAME: Hub International Florida PHONE 407 644-8689 FAX 407 644-9934 1560 Orange Avenue,Suite 750 (A/C,No,Ext):( ) (A/C,No):( ) Winter Park,FL 32789 ADDRESS: INSURERS AFFORDING COVERAGE NAIC# INSURER A:Hartford Underwriters Insurance Company 30104 INSURED INSURER B:Transportation Insurance Company 20494 Renaissance Planning Group,Inc. INSURER C:Federal Insurance Company 20281 121 S.Orange Ave.,#1200 INSURER D: Orlando,FL 32801 INSURER E 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. NOTWITHSTANDING 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, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES.LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR TYPE OF INSURANCE ADDL SUBR POLICY NUMBER POLICY EFF POLICY EXP LIMITS LTR INSD WVD MM/DD MM/DD A X COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $ 2,000,000 CLAIMS-MADE �OCCUR 21SBABY9797 12/14/2019 12/14/2020 PREMISES DAMAGE TO 1,000,000 PREMISES Ea occurrence $ MED EXP(Any oneperson) $ 10,000 PERSONAL&ADV INJURY $ 2,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $ 4,000,000 POLICY PRO-- LOC PRODUCTS-COMP/OP AGG $ 4,000,000 OTHER: $ A AUTOMOBILE LIABILITY CMBINED SINGLE LIMIT 2,000,000 EOa accident $ ANY AUTO 21SBABY9797 12/14/2019 12/14/2020 BODILY INJURY Perperson) $ OWNED SCHEDULED AUTOS ONLY AUTOS BODILY INJURY Per accident $ X HIRED X NON-OWNED PerOaccR Y DAMAGE $ AUTOS ONLY AUTOS ONLY A X UMBRELLA LIAB X OCCUR EACH OCCURRENCE $ 3,000,000 EXCESS LIAB CLAIMS-MADE 21SBABY9797 12/14/2019 12/14/2020 AGGREGATE $ 3,000,000 DED RETENTION$ $ B WORKERS COMPENSATIONPER AND EMPLOYERS'LIABILITY X STATUTE X ER YIN 656838737 1/2I2020 1/2/2021 1,000,000 ANY PROPRIETOR/PARTNER/EXECUTIVE ❑ E.L.EACH ACCIDENT $ OFFICER/MEMBER EXCLUDED? N/A (Mandatory in NH) E.L.DISEASE-EA EMPLOYEE $ 1,000,000 If yes,describe under 1,000,000 DESCRIPTION OF OPERATIONS below E.L.DISEASE-POLICY LIMIT $ C Professional Liabili 82503143 8/31/2019 8/31/2020 Aggregate 2,000,000 DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES (ACORD 101,Additional Remarks Schedule,may be attached if more space is required) CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE Orange Count Planning&Ins Inspection Department THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN g Y 9 p p ACCORDANCE WITH THE POLICY PROVISIONS. 131 West Margaret Lane Suite#201 Hillsborough, NC 27278 IAUTHORIZED REPRESENTATIVE ACORD 25(2016/03) ©1988-2015 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD