HomeMy WebLinkAbout2020-610-E Transportation-Walker Auto Supply onsite consultantRevised 07/20
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[Departmental Use Only]
TITLE Walker Employee
FY 20-21
NORTH CAROLINA
SERVICES AGREEMENT NO RFP/RFQ
ORANGE COUNTY
This Services Agreement (hereinafter “Agreement”), made and entered into this 1 day of
July, 2020, (“Effective Date”) by and between Orange County, North Carolina a political
subdivision of the State of North Carolina (hereinafter, the "County") and Walker Automotive
Supply, Inc., (hereinafter, the "Provider").
WITNESSETH:
That the County and Provider, for the consideration herein named, do hereby agree as
follows:
1. Services
a. Scope of Work.
i) This Agreement is for services to be rendered by Provider to County with respect
to (insert type of project): PROVIDER will operate the On Site Store(s) and provide
the Inventory to ORANGE COUNTY's now existing locations. PROVIDER will
use commercially reasonable efforts to manage such Inventory efficiently and
effectively. PROVIDER shall provide all personnel required to operate the On Site
Store(s)
ii) By executing this Agreement, the Provider represents and agrees that Provider is
qualified to perform and fully capable of performing and providing the services
required or necessary under this Agreement in a fully competent, professional and
timely manner.
iii) Time is of the essence with respect to this Agreement.
iv) The services to be performed under this Agreement consist of Basic Services, as
described and designated in Section 3 hereof. Compensation to the Provider for
Basic Services under this Agreement shall be as set forth herein.
2. Responsibilities of the Provider
a. Services to be provided. The Provider shall provide the County with all services
required in Section 3 to satisfactorily complete the Project within the time limitations set
forth herein and in accordance with the highest professional standards.
b. Standard of Care.
i) The Provider shall exercise reasonable care and diligence in performing services
under this Agreement in accordance with the highest generally accepted standards
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of this type of Provider practice throughout the United States and in accordance
with applicable federal, state and local laws and regulations applicable to the
performance of these services. Provider is solely responsible for the professional
quality, accuracy and timely completion and submission of all work related to the
Basic Services.
ii) Provider shall be responsible for all errors or omissions of its agents, contractors,
employees, or assigns in the performance of the Agreement. Provider shall
correct any and all errors, omissions, discrepancies, ambiguities, mistakes or
conflicts at no additional cost to the County.
iii) The Provider shall not, except as otherwise provided for in this Agreement,
subcontract the performance of any work under this Agreement without prior
written permission of the County. No permission for subcontracting shall create,
between the County and the subcontractor, any contract or any other relationship.
iv) Provider is an independent contractor of County. Any and all employees of the
Provider engaged by the Provider in the performance of any work or services
required of the Provider under this Agreement, shall be considered employees or
agents of the Provider only and not of the County, and any and all claims that may
or might arise under any workers compensation or other law or contract on behalf
of said employees while so engaged shall be the sole obligation and responsibility
of the Provider.
v) If activities related to the performance of this Agreement require specific licenses,
certifications, or related credentials Provider represents that it or its employees,
agents and subcontractors engaged in such activities possess such licenses,
certifications, or credentials and that such licenses certifications, or credentials are
current, active, and not in a state of suspension or revocation.
vi) In determining the Basic Services to be provided, should any documents be
referenced in this Agreement, the terms of this Agreement shall have priority in
any conflict between the terms of referenced documents and the terms of this
Agreement.
vii) Should this Agreement involve project designs, the construction or creation of
which is to be bid out or fulfilled by other contractors, and bidding or negotiation
with contractors produce prices which, when added to the other elements of the
approved total project cost, produce a cost that is in excess of the approved total
project cost, the Provider shall participate with the County in negotiation and
design adjustments to the extent such are necessary to obtain prices within the
approved total project cost. All activity of the Provider with respect to these
matters shall constitute Basic Services and shall be performed by the Provider
without additional compensation. If negotiation and design adjustments fail to
bring costs within the total project cost the County may reject all bids and
Provider will redesign or reduce portions of the project in an effort to reduce the
bid prices to within the total project cost and rebid the project. One such redesign
is included within Basic Services. If this second letting for bids does not produce
bids that are within the approved total project cost initially or after negotiations
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with the contractor the cost is not reduced to an amount within the total project
cost, the Provider is not obligated to engage in further redesign.
3. Basic Services
a. Basic Services. The Services to be rendered pursuant to this Agreement are as follows
(fully describe services to be provided): PROVIDER will provide parts to ORANGE
COUNTY' s locations on a daily route basis. In addition, PROVIDER will accelerate
delivery on those items ORANGE COUNTY requires to be delivered on an expedited
basis. PROVIDER will make all reasonable efforts to ensure prompt delivery to the
ORANGE COUNTY' s location(s) requesting part(s). PROVIDER personnel will be
responsible for all off-loading of delivered INVENTORY.
b. PROVIDER shall provide all computers and reports necessary to monitor monthly
expenses as they pertain to the daily operation of the On Site Store(s). PROVIDER shall
provide computer ordering and cataloging to each On Site Location.
c. PROVIDER shall provide an operating statement of the parts operations to the
ORANGE COUNTY on approximately the 15th of each month for each On Site
Location.
d. PROVIDER shall provide back-up emergency service during non-working hour
contingencies as defined and mutually agreed upon by PROVIDER and ORANGE
COUNTY. The COUNTY will set guidelines for non-working hours services.
PROVIDER will provide a list of personnel, including telephone numbers, who will
respond to emergency service requests.
e. PROVIDER and all of its assigns, sub-contractors, vendors, and suppliers to the
ORANGE COUNTY will remain certified and in good standing with ORANGE
COUNTY as compliant with accepted purchasing procedures accepted by ORANGE
COUNTY.
f. PROVIDER shall provide inventory management services for automotive, tires, and
janitorial supplies with compensation as provided in Section 6(a)(i) herein. ORANGE
COUNTY shall initially be responsible for the procurement of janitorial supplies. In the
event ORANGE COUNTY and PROVIDER agree that PROVIDER shall, in addition to
providing inventory management services, procure janitorial supplies for use by
ORANGE COUNTY such agreement must be memorialized by a written amendment to
this Agreement.
g. When called upon by ORANGE COUNTY the PROVIDER may provide additional
products or services including but not limited to: product, logistical, facility, and/or fleet
support during emergency situations (weather or otherwise) to assist the county in the
emergency relief effort. All emergency services rendered will adhere to the pricing plan
summary in section 5 of this Agreement. Requests for emergency services support as
provided herein must be made to PROVIDER by ORANGE COUNTY in writing. Time
sensitive requests from the Transportation Services Director may be made via email to
satisfy the writing requirement of this section.
4. Duration of Services
a. Term. The term of this Agreement shall be from 7/1/2020 to 6/30/2021.
b. Scheduling of Services.
i) The Provider shall schedule and perform its activities in a timely manner.
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ii) Should the County determine that the Provider is behind schedule, it may require
the Provider to expedite and accelerate its efforts, including providing additional
resources and working overtime, as necessary, to perform its services in
accordance with the approved project schedule at no additional cost to the
County.
iii) The Commencement Date for the Provider's Basic Services shall be 7/1/2020.
5. Compensation
a. Compensation for Basic Services. Compensation for Basic Services shall include all
compensation due the Provider from the County for all services satisfactorily (as
determined by the County) performed pursuant to this Agreement. The maximum
amount payable for Basic Services shall not exceed Twenty-Seven Thousand and Eight
Hundred and Nine Dollars ($27,809). Payment for satisfactorily performed Basic
Services shall become due and payable within thirty (30) days of Provider properly
invoicing County. Payment shall be subject to provisions of Section 5(b).
b. Disputes. In the event the amount stated on an invoice is disputed by the County, the
County may withhold payment of all or a portion of the amount stated on an invoice
until the parties resolve the dispute. Should Provider fail to perform its duties under the
terms of this Agreement, County may, without fault or penalty, withhold any payment
associated with the work to be performed until such time as said work is completed.
c. Additional Services. County shall not be responsible for costs related to any services in
addition to the Basic Services performed by Provider unless County requests such
additional services in writing and such additional services are evidenced by a written
amendment to this Agreement.
6. Responsibilities of the County
a. Cooperation and Coordination. The County has designated (Theo Letman) to act as the
County's representative with respect to the Project who shall have the authority to render
decisions within guidelines established by the County Manager or the County Board of
Commissioners and who shall be available during working hours as often as may be
reasonably required to render decisions and to furnish information.
7. Insurance
a. General Requirements. Provider shall obtain, at its sole expense, Commercial General
Liability Insurance, Automobile Insurance, Workers’ Compensation Insurance, and any
additional insurance as may be required by County’s Risk Manager as such insurance
requirements are described in the Orange County Risk Transfer Policy and Orange
County Minimum Insurance Coverage Requirements (each document is incorporated
herein by reference and may be viewed at
http://www.orangecountync.gov/departments/purchasing_division/contracts.php). If
County’s Risk Manager determines additional insurance coverage is required such
additional insurance shall consist of N/A (if no additional insurance required mark N/A
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as being not applicable). Provider shall not commence work until such insurance is in
effect and certification thereof has been received by the County's Risk Manager.
8. Indemnity
a. Indemnity. To the extent authorized by North Carolina law the Provider agrees, without
limitation, to defend, indemnify and hold harmless the County from all loss, liability,
claims or expense, including attorney's fees, arising out of or related to the Project and
arising from property damage or bodily injury including death to any person or persons
caused in whole or in part by the negligence or misconduct of the Provider except to the
extent same are caused by the negligence or willful misconduct of the County. It is the
intent of this provision to require the Provider to indemnify the County to the fullest
extent permitted under North Carolina law.
9. Amendments to the Agreement
a. Changes in Basic Services. Changes in the Basic Services and entitlement to additional
compensation or a change in duration of this Agreement shall be made by a written
Amendment to this Agreement executed by the County and the Provider. The Provider
shall proceed to perform the Services required by the Amendment only after receiving a
fully executed Amendment from the County.
10. Termination
a. Termination for Convenience of the County. This Agreement may be terminated without
cause by the County and for its convenience upon seven (7) days’ prior written notice to
the Provider.
b. Other Termination. The Provider may terminate this Agreement based upon the County's
material breach of this Agreement; provided, the County has not taken all reasonable
actions to remedy the breach. The Provider shall give the County seven (7) days' prior
written notice of its intent to terminate this Agreement for cause. Either party may
terminate this Agreement upon notice to the other party that obligations pursuant to this
Agreement are made impractical due to declarations of emergency by Orange County or
by North Carolina due to events directly impacting Orange County. Both parties shall
remain responsible for all payment and performance due up to the receipt of such notice,
but shall have no further obligation or responsibility beyond that date provided the
terminating party has taken all reasonable steps to complete the performance of its
obligations.
c. Compensation After Termination.
i) In the event of termination, the Provider shall be paid that portion of the fees and
expenses that it has earned to the date of termination, less any costs or expenses
incurred or anticipated to be incurred by the County due to errors or omissions of
the Provider. Upon request of the County, the Provider shall submit to County all
relevant documentation, including but not limited to, job cost records, to support
its claims for final compensation.
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ii) Should this Agreement be terminated, the Provider shall deliver to the County
within seven (7) days, at no additional cost, all deliverables including any
electronic data or files relating to the Project.
d. Waiver. The payment of any sums by the County under this Agreement or the failure of
the County to require compliance by the Provider with any provisions of this Agreement
or the waiver by the County of any breach of this Agreement shall not constitute a
waiver of any claim for damages by the County for any breach of this Agreement or a
waiver of any other required compliance with this Agreement.
e. Suspension. County may suspend the Basic Services and this Agreement at any time for
County’s convenience and without penalty to County upon three (3) days’ notice to
Provider. Upon any suspension by County, Provider shall discontinue work on the Basic
Services and shall not resume the Basic Services until notified to proceed by County.
11. Additional Provisions
a. Limitation and Assignment. The County and the Provider each bind themselves, their
successors, assigns and legal representatives to the terms of this Agreement. Neither the
County nor the Provider shall assign or transfer its interest in this Agreement without the
written consent of the other.
b. Governing Law. This Agreement and the duties, responsibilities, obligations and rights
of respective parties hereunder shall be governed by the laws of the State of North
Carolina. By executing this Agreement Provider affirms that Provider and any
subcontractors of Provider are and shall remain in compliance with Article 2 of Chapter
64 of the North Carolina General Statutes. By executing this Agreement Provider
certifies that Provider has not been identified, and has not utilized the services of any
agent or subcontractor identified, on the list created by the State Treasurer pursuant to
G.S. 147-86.58. By executing this Agreement Provider certifies that Provider has not
been identified, and has not utilized the services of any agent or subcontractor identified,
on the list created by the State Treasurer pursuant to G.S. 147-86.81.
c. Non-Discrimination. Provider shall at all times remain in compliance with all applicable
local, state, and federal laws, rules, and regulations including but not limited to all state
and federal non-discrimination laws, policies, rules, and regulations and the Orange
County Non-Discrimination Policy and Orange County Living Wage Policy (each policy
is incorporated herein by reference and may be viewed at
http://www.orangecountync.gov/departments/purchasing_division/contracts.php.) Any
violation of the Orange County Non-Discrimination Policy is a breach of this Agreement
and County may immediately terminate this Agreement without further obligation on the
part of the County. This paragraph is not intended to limit and does not limit the
definition of breach to discrimination.
d. Dispute Resolution. Any and all suits or actions to enforce, interpret or seek damages
with respect to any provision of, or the performance or non-performance of, this
Agreement shall be brought in the General Court of Justice of North Carolina sitting in
Orange County, North Carolina. It is agreed by the parties that no other court shall have
jurisdiction or venue with respect to such suits or actions. Binding arbitration may not
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be initiated by either Party, however, the Parties may agree to nonbinding mediation of
any dispute prior to the bringing of such suit or action.
e. Entire Agreement. This Agreement represents the entire and integrated agreement
between the County and the Provider and supersedes all prior negotiations,
representations or agreements, either written or oral. This Agreement may be amended
only by written instrument signed by both parties. Modifications may be evidenced by
facsimile signatures.
f. Severability. If any provision of this Agreement is held as a matter of law to be
unenforceable, the remainder of this Agreement shall be valid and binding upon the
Parties.
g. Ownership of Work Product. Should Provider’s performance of this Agreement generate
documents, items or things that are specific to this Project such documents, items or
things shall become the property of the County and may be used on any other project
without additional compensation to the Provider. The use of the documents, items or
things by the County or by any person or entity for any purpose other than the Project as
set forth in this Agreement shall be at the full risk of the County.
h. Non-Appropriation. Provider acknowledges that County is a governmental entity, and
the validity of this Agreement is based upon the availability of public funding under the
authority of its statutory mandate.
In the event that public funds are unavailable and not appropriated for the performance
of County’s obligations under this Agreement, then this Agreement shall automatically
expire without penalty to County immediately upon written notice to Provider of the
unavailability and non-appropriation of public funds. 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 or mandated
functions, by state or federal legislative or regulatory action, which adversely affects
County’s authority to continue its obligations under this Agreement, then this Agreement
shall automatically terminate without penalty to County upon written notice to Provider
of such limitation or change in County’s legal authority.
i. Signatures. This Agreement together with any amendments or modifications may be
executed electronically. All electronic signatures affixed hereto evidence the consent of
the Parties to utilize electronic signatures and the intent of the Parties to comply with
Article 11A and Article 40 of North Carolina General Statute Chapter 66.
j. Notices. Any notice required by this Agreement shall be in writing and delivered by
certified or registered mail, return receipt requested to the following:
Orange County Provider’s Name
Attention: WalkerAutomotive Supply, Inc.
P.O. Box 8181 705 E. Six Forks Road
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Hillsborough, NC 27278 Raleigh, NC 27609
[SIGNATURE PAGE TO FOLLOW]
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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:
By: _________________________________
By: __________________________________
John Kelley District Manager
Printed Name and Title
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ORANGE COUNTY—DEPARTMENT USE ONLY
______________________________________________________________________________
Party/Vendor Name: WalkerAutomotive Supply, Inc. Party/Vendor Contact Person: John Kelley Contact Phone:
919-995-6635 Party/Vendor Address: 705 E. Six Forks Road City Raleigh State: NC Zip: 27609 Department:
Transportation Services Amount: 27,809 Purpose: 50% Sarlary of On-Sight Walker Employee Budget Code(s):
630000/10435120 Vendor # 58664 (N/A if new vendor) Vendor is a BOCC consultant? Yes No Contract
Type: (Check one) New Renewal Amendment Effective Date 7/1/2020 Approved by Board Yes
No Agenda Date:
This agreement is approved as to technical form and content and I as Department Director affirmatively state work
on this project has not been initiated prior to execution of the agreement:
Department Director’s Signature ________________________________________ Date: ________
Agreements for emergency services or repair are not subject to the above affirmation. If services related to this
agreement have already begun or been completed please briefly describe the nature of the emergency condition that
was addressed:
Information Technologies
(Applicable only to hardware/software purchases or related services) This agreement has been reviewed and is
approved as to information technology content and specifications:
Office of the Chief Information Officer___________________________________ Date: ________
Risk Management
This agreement is approved for sufficiency of insurance standards, specifications, and requirements:
Office of the Risk Management Officer___________________________________ Date: _________
Financial Services
This instrument has been pre-audited in the manner required by the Local Government Budget and Fiscal Control
Act:
Office of the Chief Financial Officer ____________________________________ Date: _________
Legal Services
This agreement is approved as to legal form and sufficiency:
Office of the County Attorney __________________________________________Date: ________
Clerk to the Board
Received for record retention:
All Docusign contracts must be copied to the Clerk upon completion: occlerkdocs@orangecountync.gov
The following signature block is for hard copies only and is not required for Docusign contracts:
Office of the Clerk to the Board __________________________________________Date:_________
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8/7/2020
9/1/2020
9/2/2020
9/3/2020
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ATTACHMENT A -
INTEGRATED SUPPLY SCOPE OF SERVICES
WALKER AUTOMOTIVE SUPPLY, INC.
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SCOPE OF SERVICES
1. DEFINITIONS. The following tenias shall have the meanings set forth
below:
(a) Primary Supplier shall mean the parts supplier that provides a minimum of
ninety percent (90%) of the INVENTORY needs of ORANGE COUNTY.
INVENTORY is defined as products related to ORANGE COUNTY's
purchases in the areas of:
i. Fleet Supplies — Oil, Replacement Parts, Hand Tools,
Specialized Tools, Diagnostic Tools, tires, Consumable Items;
ii. Facilities Maintenance Supplies - Replacement Parts in
mechanical, electrical, and plumbing areas, Filters, Bulbs, and
Miscellaneous Supplies
(b) PROVIDER Owned Location shall mean an auto parts store lawfully using
the tradename or trademark "Walker Automotive Supply, Inc.," which is
wholly owned by PROVIDER.
2. ORANGE COUNTY'S CURRENT LOCATIONS. PROVIDER will
establish On Site Store(s) at ORANGE COUNTY' S following location(s):
Orange County Public Transportation North Campus
600 Highway 86 North
Hillsborough, NC 27278
Additional locations in ORANGE COUNTY may be added to this Agreement but only by
a written amendment executed and agreed to by both ORANGE COUNTY and
PROVIDER. Notwithstanding the foregoing language, ORANGE COUNTY agrees to,
and hereby grants, PROVIDER the right of first refusal on any and all new or additional
locations of ORANGE COUNTY that are to be serviced by an On Site Store or similar
supply entity.
3. DUTIES AND RESPONSIBILITIES OF PROVIDER. PROVIDER
shall have the following duties and responsibilities during the term of this Agreement:
(a) PROVIDER will operate the On Site Store(s) and provide the Inventory to
ORANGE COUNTY's now existing locations. PROVIDER will use commercially
reasonable efforts to manage such Inventory efficiently and effectively. PROVIDER shall
provide all personnel required to operate the On Site Store(s).
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(b) In those circumstances when delivery is required by ORANGE
COUNTY, PROVIDER will provide parts to ORANGE COUNTY' s locations on a
daily route basis. In addition, PROVIDER will accelerate delivery on those items
ORANGE COUNTY requires to be delivered on an expedited basis. PROVIDER will
make all reasonable efforts to ensure prompt delivery to the ORANGE COUNTY ' s
location(s) requesting part(s). PROVIDER personnel will be responsible for all off -
loading of delivered INVENTORY.
(c) PROVIDER shall provide all computers and reports necessary to
monitor monthly expenses as they pertain to the daily operation of the On Site Store(s).
PROVIDER shall provide computer ordering and cataloging to each On Site Location.
(d) PROVIDER shall provide an operating statement of the parts operations
to the ORANGE COUNTY on approximately the 15th of each month for each On Site
Location.
(e) PROVIDER shall provide back-up emergency service during non-
working hour contingencies as defined and mutually agreed upon by PROVIDER and
ORANGE COUNTY. The COUNTY will set guidelines for non-working hours
services. PROVIDER will provide a list of personnel, including telephone numbers,
who will respond to emergency service requests.
(f) PROVIDER and all of its assigns, sub-contractors, vendors, and
suppliers to the ORANGE COUNTY will remain certified and in good standing with
ORANGE COUNTY as compliant with accepted purchasing procedures accepted by
ORANGE COUNTY.
(g) PROVIDER shall provide inventory management services for
automotive, tires, and janitorial supplies with compensation as provided in Section
6(a)(i) herein. ORANGE COUNTY shall initially be responsible for the procurement of
janitorial supplies. In the event ORANGE COUNTY and PROVIDER agree that
PROVIDER shall, in addition to providing inventory management services, procure
janitorial supplies for use by ORANGE COUNTY such agreement must be
memorialized by a written amendment to this Agreement.
(h) When called upon by ORANGE COUNTY the PROVIDER may provide
additional products or services including but not limited to: product, logistical, facility,
and/or fleet support during emergency situations (weather or otherwise) to assist the
county in the emergency relief effort. All emergency services rendered will adhere to
the pricing plan summary in section 5 of this Agreement. Requests for emergency
services support as provided herein must be made to PROVIDER by ORANGE
COUNTY in writing. Time sensitive requests from the Transportation Services Director
may be made via email to satisfy the writing requirement of this section.
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4. DUTIES AND RESPONSIBILITIES OF ORANGE COUNTY. ORANGE
COUNTY shall have the following duties and responsibilities during the term of this
Agreement:
(a) ORANGE COUNTY shall provide, at its sole expense, usable space for
PROVIDER's On Site Location(s) and the Inventory. ORANGE COUNTY shall
provide access to restroom facilities for PROVIDER employees. Further, ORANGE
COUNTY shall furnish, at its sole expense, all utilities for the On Site Location(s)
including: water,
internet access, sanitation, sewer, light, telephone, heat, gas, electricity, power, fuel,
custodial services, and other utility expenses that are mutually agreed by both
ORANGE COUNTY and PROVIDER.
(b) ORANGE COUNTY shall use PROVIDER as its Primary Supplier of
the Inventory under this Agreement. ORANGE COUNTY reserves the right to purchase
any item outside this Agreement where it is determined to be more economical or
timely so long as the purchase of aforesaid part or parts does not result in PROVIDER
no longer being ORANGE COUNTY's Primary Supplier.
(c) Each On Site Location shall be appropriately secured or otherwise
maintained separate and apart from the business of ORANGE COUNTY. There shall be
no intermingling of ORANGE COUNTY's parts or other inventory with PROVIDER's
parts or inventory. Access to the secured On Site Location(s) shall be restricted to
PROVIDER employees and authorized PROVIDER representatives only. ORANGE
COUNTY'S employees, contractors or agents shall not be permitted to enter the secured
On-Site Location area unless accompanied by a PROVIDER employee or other
authorized PROVIDER representative.
(d) ORANGE COUNTY shall, at all times during the term of this
Agreement, at ORANGE COUNTY'S sole expense, maintain in good condition and
repair (so as to prevent any damage or injury to PROVIDER's employees, the Inventory
or other personal property located in the On Site Location(s)) the roof, exterior walls,
foundation, and structural portions of the On Site Location(s) and all portions of the
electrical and plumbing systems lying outside of the On Site Location(s) but serving the
On Site Location(s).
(e) ORANGE COUNTY shall provide information regarding fleet changes
to PROVIDER as soon as possible. Fleet changes include but are not limited to the
removal of types of vehicles from the fleet and the addition of new vehicles to the fleet.
(f) ORANGE COUNTY shall provide the PROVIDER access and
permission to use the on-site forklift and pallet-jack for the sole purpose of moving
inventory around the on-site inventory areas.
5. COMPENSATION. The overall goal of ORANGE COUNTY's pricing
plan is to achieve a ten percent (10%) net profit for PROVIDER (the "Net Profit
Target") by adjusting the pricing of two elements:
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(a) Product Costs. The pricing of the Inventory to be supplied to ORANGE
COUNTY by PROVIDER pursuant to this Agreement. Product Costs
shall be further divided into "PROVIDER Product Costs," which is the
pricing of NAPA supplier manufactured products, "Non-PROVIDER
Product Costs," which is the pricing of products which have not been
manufactured by NAPA suppliers but which have been acquired for
ORANGE COUNTY by PROVIDER pursuant to this Agreement and
“TIRES” which have been acquired for ORANGE COUNTY by
PROVIDER.
(b) Operational Costs. Any and all costs and expenses mutually agreed to
between PROVIDER and ORANGE COUNTY associated with the
operation of the On Site Location(s), including, but not limited to, salary
and benefits payable to PROVIDER employees at the On Site
Location(s), worker's compensation benefits and insurance,
unemployment insurance, personal property insurance for the On Site
Location(s) and Inventory, any deductible for losses covered under the
personal property, and all equipment supplied by PROVIDER. The
mutually agreed operational expenses is attached hereto as Attachment
B. All Operational Costs are to be mutually agreed upon between
PROVIDER and ORANGE COUNTY and are subject to review upon
request by the ORANGE COUNTY ("open book").
PRICING PLAN SUMMARY
PROVIDER Product
Costs
Non-PROVIDER
Product Costs
aej
Billed to ORANGE COUNTY at a 10% gross profit
rate
Billed to ORANGE COUNTY at a 10% gross profit
rate
Tires Billed to ORANGE COUNTY at a 10% gross profit
rate with an additional 2% state mandated tire
disposal fee.
Operational Costs Billed to ORANGE COUNTY at cost
Net Profit Target 10% net profit for PROVIDER, equal to the 10%
gross profit rate above
PROVIDER Product Costs, Non-PROVIDER Product Costs and TIRES shall be
set by PROVIDER to yield a gross profit of ten percent (10%). Operational costs will be
charged to ORANGE COUNTY at cost, with all such charges for Operational Costs to
be included in ORANGE COUNTY' s monthly billing statement. ORANGE COUNTY
will be billed at the end of each month for operational costs on an "in arrears" basis.
In addition, PROVIDER may use any sub-contractor for the procurement of
"outside" purchases or services (i.e., those parts or services not traditionally stocked or
performed by PROVIDER), and ORANGE COUNTY will be billed an additional
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charge for any such purchases so as to yield PROVIDER a ten percent (10%) gross
profit on such purchases.
6. NO LIENS.
(a) ORANGE COUNTY warrants that it shall take no action, including but
not limited to the granting of a security interest, or fail to take any action, which would
operate or does operate in any way to encumber the Inventory of PROVIDER located in
the On Site Location(s).
(b) ORANGE COUNTY grants PROVIDER a power of attorney to execute
such documents as are necessary to protect PROVIDER's interest in the Inventory on
consignment on ORANGE COUNTY's premises, including any UCC-1 statements.
7. PERSONNEL. PROVIDER and ORANGE COUNTY shall attempt in
good faith to mutually agree upon the identity of the persons that will be selected to
staff the On Site Location(s). In the event that ORANGE COUNTY for any reason
wishes to remove or replace any of the PROVIDER personnel in the On Site
Location(s), the parties will attempt to resolve ORANGE COUNTY's request by mutual
agreement. If PROVIDER and the ORANGE COUNTY fail to m utually resolve a
personnel issue as set forth in this Section 10, PROVIDER will decide the issue in its
sole discretion. Attachment C outlines the job description mutually agreed to by
PROVIDER and ORANGE COUNTY.
8. WARRANTY DISCLAIMER. All INVENTORY supplied pursuant to
this Agreement are subject to the terms of written warranties provided by the
manufacturer of each part, and PROVIDER shall use reasonable commercial efforts to
assist the ORANGE COUNTY in processing all warranty claims that the ORANGE
COUNTY may have against a manufacturer. The manufacturer's warranty will be the
sole and exclusive remedy of ORANGE COUNTY in connection with any claims
concerning the parts supplied to ORANGE COUNTY pursuant to this Agreement. ALL
OTHER WARRANTIES, BOTH EXPRESS AND IMPLIED, INCLUDING ANY
IMPLIED WARRANTIES OF MERCHANTIBILITY OR FITNESS FOR A
PARTICULAR PURPOSE, ARE HEREBY EXCLUDED. Copies of the manufacturers'
warranties are available to ORANGE COUNTY upon request.
9. TERM OF AGREEMENT.
(a) This Agreement is in effect for one year from the effective date stated in
the underlying Agreement. Each party has the right to terminate the Agreement without
cause at any time, giving other party sixty (60) days' notice of the intent to terminate th e
Agreement.
(b) This agreement shall be considered renewed annually at the same terms
and conditions unless written notice to terminate this Agreement is provided by either
party.
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(c) Attachment B of this Agreement details projected operating costs as of
the date listed on Attachment B. It is acknowledged and agreed by ORANGE
COUNTY and PROVIDER that the figures in Attachment B will increase at a rate of
three percent (3%) per year unless otherwise agreed to by ORANGE COUNTY and
PROVIDER in writing. Attachment B (i.e., current operating costs) and supporting
documentation will be provided to ORANGE COUNTY by PROVIDER within ten (10)
days of ORANGE COUNTY’s written request.
10. TERMINATION FOR CAUSE. This Agreement may be terminated
immediately, unless otherwise stated in Section 13, by either party for cause:
(a) In the event that the other party fails or refuses to pay any amounts due
under this Agreement and such failure continues for ten (10) business days;
(b) In the event that the other party fails or refuses to perform any other
obligation required under this Agreement, and such failure or refusal continues for
thirty (30) days after written notice thereof
11. EFFECT OF TERMINATION. Immediately upon termination of this
Agreement by either party for any reason:
(a) All duties, responsibilities and other obligations of each party hereunder
shall terminate, except for the payment of any amounts due and owing to PROVIDER
at the time of termination.
(b) Each party shall immediately return to the other party all equipment,
software, books, records, tools and any other personal property owned by the other
party that are in such party's possession. ORANGE COUNTY shall allow PROVIDER
full and unrestricted access to enter into the On Site Location(s) and immediately
remove all equipment and other items of personal property owned by PROVIDER
without being deemed guilty of trespass or any other violation of the law. All inventory
records, sales history, sales analysis and all other information generated by
PROVIDER under this Agreement will be returned to ORANGE COUNTY.
Nothing contained in this Section shall be deemed a waiver of, or in any other
manner impair or prejudice, any other legal rights that either party may have against
the other party for any breach of this Agreement. The provisions and obligations of
Sections 6, 12, and 13 shall survive the termination of this Agreement for any reason.
12. BUY BACK OF INVENTORY. Upon termination, expiration, or non-renewal
of the contract, PROVIDER shall have the option to require ORANGE COUNTY to
purchase any Inventory specifically branded for use by ORANGE COUNTY where such
branding reasonably prohibits the use of that inventory by other entities, and ORANGE
COUNTY shall have the option to purchase all Inventory, owned by PROVIDER and
located in the On Site Location(s) at PROVIDER's current acquisition cost. The
Inventory contemplated for purchase by ORANGE COUNTY will be mutually agreed
upon by both parties.
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13. FORCE MAJEURE / DAMAGE OF PREMISES .
(a) Whenever performance by either party of any of their respective
obligations (other than the obligation to make payment of money due hereunder) is
substantially prevented by reason of any act of God, other industrial or transportation
disturbance, fire, floods, riots, acts of enemies, national emergencies or by any other
cause not within the reasonable control of such party and not occasioned by its
negligence, then such performance shall be excused and the performance of such
obligations under this Agreement shall be suspended for the duration of such
prevention and for a reasonable time thereafter.
(b) PROVIDER may terminate this Agreement immediately in the event that
the ORANGE COUNTY's premises are damaged by any casualty, or such portion of
the premises is condemned by any legally constituted authority, such as will make
ORANGE COUNTY's premises unusable for the On-Site Location(s) in the reasonable
judgment of PROVIDER.
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Attachment B - Standard Projected Operating Costs Updated
8-8-2019
Walker
Salary $41,047
Accounting Fee $2,400
Software Maintenance $3,870
Catalog Support $2,400
Insurance $480
Delivery Fuel and Maintenance Billed as
required
NAPA WAN $3,108
Computer Hardware $792
TW Metro E Connection $1,520
Total $55,617
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Attachment C
POSITION DESCRIPTION
IBS Manager
EMPLOYEE: Name DEPARTMENT:
FLSA STATUS: Exempt REPORTS TO: IBS District
Manager
POSITION GRADE: TBD HIRE DATE: Date
SUMMARY: Manages and leads Integrated Business Solutions operations and serves as subject
matter expert in fleet inventory management, fleet specific procurement strategy and
execution, and municipal liaison. The IBS Manager will be tasked with implementing and
integrating effective sales and inventory processes and control measures for IBS Operations,
managing and training IBS staff, creating and managing standard operating procedures manuals
for each IBS operation.
Duties include but are not limited to:
1. Manage IBS operations:
1.1 Manage, train, coach, and motivate employees to maximize sales, and build partnerships with
customers.
1.2 Create and maintain a high energy, high performing IBS operation. Develop and maintain a
workplace that is respectful of the individual and builds teamwork.
1.3 Encourage creativity and a helpful approach to selling and building customer loyalty.
Recognizes and appreciates the contributions of all team members
1.4 Partner with HR for assistance in hiring and promotion and ensure best talent is sourced and
developed to support IBS success, while in compliance with company policies and procedures.
1.5 Provide expectations and direction to employees on work allocation, training, and problem
resolution; set high standards for performance, evaluate performance, and make
recommendations for personnel actions.
1.6 Monitor performance, provide continuous feedback, reward achievements and council and/or
apply corrective action as needed.
1.7 Coordinate regular meetings with Municipal management and Walker staff. Conduct effective
meetings on regular basis and ensure effective communication throughout.
1.8 Improve effectiveness and streamline operations and ensure presentable physical condition of
allocated space within facilities.
1.9 Timely and accurately complete administration functions.
2. Create a culture of excellent customer experience:
2.1 Partners with all members of Walker Auto when product/service issues arise.
2.2 Ensure all account issues are resolved quickly, leveraging resources from all areas of the
organization.
ESSENTIAL DUTIES AND RESPONSIBILITIES
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2.3 Ensure timely and effective communication throughout the IBS operation and with all Walker
Auto Departments.
2.4 Implement and re-inforce the company-wide definition of ideal customer experience within the
IBS locations.
3. Monitor and manage IBS financial performance:
3.1 Monitor store sales performance on a daily, weekly and year-to-date basis. Identify performance
issues and causes and implement corrective measures.
3.2 Works with Finance in area of accounts receivable to meet and maintain collection targets.
4. Manage inventory and minimize shrinkage:
4.1 Minimize inventory shrinkage and account for all cores/defects/labor claims. Inventory all
products quarterly in accordance with the Classification Schedule. Inventory problem areas and
line codes and report any product shown on hand and is not on the shelf per company
procedure.
4.2 Track inventory dates.
4.3 Ensure all cores, defects, and returns are processed weekly. Write credit to accounts only when
cores/defects have been received. Ensure delivery drivers are properly documenting all cores via
the returns/defects books.
4.4 Ensure accurate and timely posting and reconciliation of all overnight, special, and stock orders.
Check NAPA Storefront and ensure proper billing between store charges and parts received.
4.5 Ensure that merchandise is stocked in a timely and accurate manner. Ensure the sales area is
stocked and bin labels are updated to reflect correct pricing.
4.6 Account for and reconcile all NSB pick-ups in accordance with company policy.
4.7 Reconcile and validate daily all cash refunds, pric e overrides, voids, and all other unique invoices
listed and report any unusual activities or patterns to the store operations team.
4.8 Work in Partnership with Distribution Center to ensure accurate and optimal inventory control.
5. Manage company property to minimize risk exposure and ensure a safe and healthy work
environment:
5.1 Ensure overall cleanliness of the store and outside areas.
5.2 Communicate and re-inforce Safety policy and correct behavior as needed.
5.3 Monitor operations for unsafe working conditions / hazards or potential areas of concern and
timely resolve issues.
6. Manage IBS employees, ensuring compliance and employee engagement:
6.1 Understand, correctly interpret, and comply with company policies. Ensure all employees
understand and comply with company policies.
6.2 Plan employee workloads and assign work schedules on a daily/weekly basis. Manage scheduling
of employees, ensuring IBS operations are adequately staffed.
6.3 Inform IBS District manager timely of any employee issues or concerns.
6.4 Communicate with HR in regards to all Human Resources Management matters (such as
employee PTO issues or queries, unplanned absences, FMLA, injuries, performance issues,
attendance, etc.)
6.5 Report to HR issues related to accidents, injuries, workers compensation, employee co ncerns
with co-workers and management (including issues covered under harassment and anti-
discrimination polices and other relevant policies as detailed in employee handbook).
6.6 Ensure timely and accurate submission of Employee time and attendance records to Payroll.
KEY PERFORMANCE INDICATORS (Reviewed and adjusted annually)
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Expansion of supply channel opportunities against target
Contract renewals against target
Inventory accuracy
Year-on-year improvement on procurement against target(s)
Year-on-year improvement in employee turnover
Employees’ completion of required training against targets
To perform this job successfully an individual must be able to perform each essential duty to a
satisfactory standard. The requirements listed below are representative of the knowledge skill and/or
ability required. Reasonable accommodations may be made to enable individuals with disabilities to
perform the essential functions.
Education and/or Experience: •
HS Diploma or equivalent required
A four year business related degree preferred or equivalent business experience.
2-5 years store operations experience
Experience managing and improving Operational P&L performance.
License/Certification: Valid NC Driver’s License
KNOWLEDGE:
Sales and Marketing — Knowledge of principles and methods for showing, promoting, and
selling products or services. This includes marketing strategy and tactics, product knowledge,
sales techniques, and sales control systems.
Customer and Personal Service — Knowledge of principles and processes for providing customer
and personal services. This includes customer needs assessment, meeting quality standards for
services, and evaluation of customer satisfaction.
Economics & Accounts - Knowledge of economic and accounting principles, forecasting, and
analyzing data and financial information.
Administration and Management — Knowledge of business and management principles
involved in strategic planning, resource allocation, human resources modeling, l eadership
technique, and coordination of people and resources.
Personnel and Human Resources—Knowledge of principles and procedures for personnel
recruitment, selection, training, compensation and benefits, labor relations, and negotiation, and
personnel information systems.
Computers and Electronics — Knowledge of and computer hardware and software, including
applications and programming. Proficient using Microsoft Office including Microsoft Word, Excel,
and PowerPoint.
Customer and Personal Service — Knowledge of principles and processes for providing customer
and personal services. This includes customer needs assessment, meeting quality standards for
services, and evaluation of customer satisfaction.
English Language — Knowledge of the structure and content of the English language including
the meaning and spelling of words, rules of composition, and grammar.
SKILLS AND ABILITIES:
MINIMUM QUALIFICATIONS
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Communication — Ability to exercise excellent communication (verbal, written, and
presentation) and listening skills.
Organizing, Planning, and Prioritizing Work - Developing specific goals and plans to prioritize,
organize, and accomplish your work.
Interpersonal skills & Managing relationships - Developing constructive and cooperative
working relationships with others, and maintaining them over time.
Analytical skills — Gathering and analyzing data from a wide variety of sources, and presenting it
in formats suitable for a wide variety of audiences
Persuasion — Persuading others to change their minds or behavior.
Negotiation — Bringing others together and trying to reconcile differences.
Critical Thinking — Using logic and reasoning to identify the strengths and weaknesses of
alternative solutions, conclusions or approaches to problems.
Service Orientation — Actively looking for ways to improve customer’s experience
Social Perceptiveness — Being aware of others' reactions and understanding why they react as
they do.
Complex Problem Solving — Identifying complex problems and reviewing related information to
develop and evaluate options and implement solutions.
Judgment and Decision Making — Considering the relative costs and benefits of potential
actions to choose the most appropriate one.
Monitoring — Monitoring/Assessing performance of yourself, other individuals, or organizations
to make improvements or take corrective action.
Time Management — Managing one's own time, ensuring efficient usage of time and timely
achievement of deadlines
Active Listening — Giving full attention to what other people are saying, taking time to
understand the points being made, asking questions as appropriate, and not interrupting at
inappropriate times.
Management of Financial Resources — Determining how money will be spent to get the work
done, and accounting for these expenditures
Management of Material Resources — Obtaining and seeing to the appropriate use of
equipment, facilities, and materials needed to do certain work.
Systems Evaluation — Identifying measures or indicators of system performance and the actions
needed to improve or correct performance, relative to the goals of the system.
Active Learning — Understanding the implications of new information for both current and
future problem-solving and decision-making.
The physical demands described here are representative of those that must be met by any employee to
successfully perform the essential functions of this job. Reasonable accommodations may be made to
enable individuals with disabilities to perform the essential functions.
PHYSICAL DEMANDS AND WORK ENVIRONMENT
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While performing the duties of this job, the employee is regularly required to stand, walk, use hands to
finger, handle, or feel, reach with hands and arms, and talk or hear. The employee is occasionally required
to stoop, kneel, crouch, or crawl. Duties may be performed in an indoor or outdoor setting. The employee
will be required to travel to various sites. Must be able to work weekends and evenings as required. The
noise level in the work environment is frequently moderate to loud. The emplo yee may further be
required to:
• Stand and be on feet for 6-8 hours.
• Lift a maximum of 50 pounds from floor to truck bed height (3-4 ft)
• Bend and lift 30 pounds from floor to overhead 5-10 times daily.
• Ability to squat and work at 1-3 ft height for extended periods.
• Bend and twist 20-30 times daily while carrying a load of 20 pounds.
• Utilize Material Handling Equipment.
• Work in non-temperature controlled environments.
• Not be under influence of any medicine/drugs prescribed or otherwise that might impair driving,
judgement, or reaction time.
The information presented indicates the general nature and level of work expected of employees in this
classification. It is not designed to contain, or to be interpreted as, a comprehensive inventory of all
duties, responsibilities, qualifications, and objectives required of employees assigned to this job.
THIS IS NOT A CONTRACT OF EMPLOYMENT. EMPLOYMENT REMAINS AT -WILL AND MAY BE
TERMINATED BY EITHER PARTY AT ANY TIME, WITH OR WITHOUT NOTICE OR REASON.
Employee’s Signature Date
Supervisor’s Signature Date
DISCLAIMER AND ACKNOWLEDGEMENT
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