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HomeMy WebLinkAbout2022-207-E-AMS-OBrien Atkins Associates-Orange County facilities master plan DocuSign Envelope ID:A38E21CF-B747-4509-998D-B86E99337E40 nn DS [Departmental Use Only] TITLE MasterPlan FY 2021/2022 NORTH CAROLINA (As edited 5/2022) SERVICES AGREEMENT NO RFP/RFQ ORANGE COUNTY This Services Agreement (hereinafter "Agreement"), made and entered into this 18th day of April, 2022, ("Effective Date") by and between Orange County, North Carolina a political subdivision of the State of North Carolina (hereinafter, the "County") and O'Brien/Atkins Associates, PA, (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): Fee proposal for providing professional planning and design services for the Orange County Government Facilities Master Plan. Our proposal has been organized into the following sections: ii) 1. Scope of Project iii) 2. Proposed Scope of Services iv) 3. Deliverables v) 4. Proposed Schedule vi) 5. Proposed Team vii) 6. Clarifications viii) 7. Proposed Fees ix) 8. Invoicing &Payments x) 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. xi) Time is of the essence with respect to this Agreement. xii) 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. Revised 06/21 1 DocuSign Envelope ID:A38E21CF-B747-4509-998D-B86E99337E40 2. Responsibilities of the Provider a. Services to be provided. The Provider shall provide the County with all services required in Section 3 to satisfactorily complete the Project within the time limitations set forth herein and in accordance with the highest professional standards. b. Standard of Care. i) The Provider shall exercise reasonable care and diligence in performing services under this Agreement in accordance with the highest generally accepted standards of this type of Provider practice throughout the United States and in accordance with applicable federal, state and local laws and regulations applicable to the 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) [Deleted 5/11/2022] 3. Basic Services Revised 06/21 2 DocuSign Envelope ID:A38E21CF-B747-4509-998D-B86E99337E40 a. Basic Services. The Services to be rendered pursuant to this Agreement are as follows (fully describe services to be provided): This Facilities Master Plan will evaluate existing Orange County buildings and property and project space needs for a 20-year planning horizon. We will interview the Counties 38 departments and determine their space needs and use that information to develop options for both the utilization of existing facilities and new facilities as well. We will prepare phasing plans and cost estimates. 4. Duration of Services a. Term. The term of this Agreement shall be from 05/24/2022 to 05/24/2023. b. Scheduling of Services. i) The Provider shall schedule and perform its activities in a timely manner. ii) Should the County determine that the Provider is behind schedule, it may require the Provider to expedite and accelerate its efforts, including providing additional resources and working overtime, as necessary, to perform its services in accordance with the approved project schedule at no additional cost to the County. iii) The Commencement Date for the Provider's Basic Services shall be 05/24/2022. 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 Two Hundred Ninety Eight Thousand Two Hundred Fifteen Dollars ($298,215.00). 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. Revised 06/21 3 DocuSign Envelope ID:A38E21CF-B747-4509-998D-B86E99337E40 6. Responsibilities of the County a. Cooperation and Coordination. The County has designated (Alan Dorman) 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.goy/departments/purchasing division/contracts.php). If County's Risk Manager determines additional insurance coverage is required such additional insurance shall consist of NA(if no additional insurance required mark N/A as being not applicable). Provider shall not commence work until such insurance is in effect and certification thereof has been received by the County's Risk Manager. 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 Revised 06/21 4 DocuSign Envelope ID:A38E21CF-B747-4509-998D-B86E99337E40 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. 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 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. [Edited 5/11/2022] 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 Revised 06/21 5 DocuSign Envelope ID:A38E21CF-B747-4509-998D-B86E99337E40 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 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 or 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 or non-appropriation of public funds. The County will compensate Provider for work completed up to the date of the agreement expiration. It is expressly agreed that County shall not activate this non-appropriation provision for its convenience Revised 06/21 6 DocuSign Envelope ID:A38E21CF-B747-4509-998D-B86E99337E40 or to circumvent the requirements of this Agreement. [Edited 5/11/2022] 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 I IA 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:Steven Arndt O'Brien/Atkins Asssociates P.O. Box 8181 PO Box 12037 Hillsborough,NC 27278 RTP,NC 27709 [SIGNATURE PAGE TO FOLLOW] Revised 06/21 7 DocuSign Envelope ID:A38E21CF-B747-4509-998D-B86E99337E40 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: DocuSigned by: DocuSigned by: Bonnie ammersley 5/29/2022 5/17/2022 Jay Smith,PLA, ASLA, LEED AP Printed Name and Title Revised 06/21 8 DocuSign Envelope ID:A38E21CF-B747-4509-998D-B86E99337E40 ORANGE COUNTY—DEPARTMENT USE ONLY Party/Vendor Name: O'Brien/Atkins Associates, PA Party/Vendor Contact Person: Jay Smith Contact Phone: 919.941.9000 Party/Vendor Address: Post Office Box 12037 City Research Triangle Park State: NC Zip: 27709 Department: AMS Amount: $298,215.00 Purpose: Orange County Facilities Master Plan Budget Code(s):61370035-870000-10078 Vendor#60654 (N/A if new vendor) Vendor is a BOCC consultant? Yes ❑No❑ Contract Type: (Check one) New ❑ Renewal ❑ Amendment ❑ Effective Date Approved by Board Yes❑ No❑ Agenda Date: ---For Section XIV.c. contracts only,Approved by Board in Current FY Budget Yes❑No❑ This agreement is approved as to technical form and content and I as Department Director affirmatively state work on this project has not been initiate .ovctoirmaoiation of the agreement: Department Director's Signature s� 5/16/2022 AMA 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 Ws��l9nec�"" 6 byt''anndards,specifications,and requirements: a Office of the Risk Management Officer USA, rbvv Date: 5/25/2022 7FDCF9176800498... DS U Financial Services This instrument has been pre-audited in the manner required by the Local Government Budget and Fiscal Control Act: DOCUSigned by: 5/29/2022 Office of the Chief Financial Officer Date: Legal Services This agreement is approved as to �&ieaii sufficiency: Office of the County Attorney �6stfL Rt, yiv, Date: 5/29/2022 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: Revised 06/21 9 DocuSign Envelope ID:A38E21CF-B747-4509-998D-B86E99337E40 O'Brien/Atkins Associates, PA OBIA Architecture I Engineering I Landscape Architecture Planning Interiors O'BRIEN ATKINS April 14, 2022 Steven A.Arndt, MBA, CFM Asset Management Services Director Orange County Government Re: Orange County Facilities Master Plan Dear Steve: O'Brien Atkins Associates is pleased to present this fee proposal for providing professional planning and design services for the Orange County Government Facilities Master Plan. Our proposal has been organized into the following sections: 1. Scope of Project 2. Proposed Scope of Services 3. Deliverables 4. Proposed Schedule 5. Proposed Team 6. Clarifications 7. Proposed Fees 8. Invoicing& Payments 1. Scope of Project Base Services:This Facilities Master Plan will evaluate existing Orange County buildings and property and project space needs for a 20-year planning horizon. We will interview the Counties 38 departments and determine their space needs and use that information to develop options for both the utilization of existing facilities and new facilities as well. We will prepare phasing plans and cost estimates. 2. Proposed Scope of Services O'Brien Atkins proposes the following scope of services to meet the intent of this project assignment. Task 1 -Visioning o Facilitate a kickoff visioning session with the oversight committee and the County's leadership ■ Describe the County's aspirations for their growth and delivering services to the citizens of Orange County ■ Set goals and direction for work place strategies in County facilities ■ Define strategic goals the Facilities Master Plan should address ■ Review placemaking precedents and identify development opportunities ■ Prioritize the County's goals and aspirations Cvhihif 1 D­ 7 DocuSign Envelope ID:A38E21CF-B747-4509-998D-B86E99337E40 OBIA O'BRIEN ATKINS o Summary report the Counties goals for their growth Task 2 - Investigation o Tour the existing County facilities o Review existing 2021 Facilities Report o Compile list of current County leases o Prepare a base map illustrating all facility locations and summary table o Prepare a physical land analysis of the Counties properties in the Hillsborough area ■ Natural features analysis including terrain, hydrology-flood plains streams and wetlands ■ Buildable area study Task 3 -Space Needs Analysis o Department Inventory-The consultant will prepare a department survey instrument for distribution by the County's Project Manager to the department contacts. Data to be requested will include: ■ Departmental mission and function ■ Identification of space driver—staff or equipment ■ Identification of key workload/service demand indicators (i.e., population type served; number of permits,files, calls, requests for services, or other; response time;judicial case filings and detention population) ■ Historic staff counts and workload indicators since 2012 ■ Identification of any current staff working remotely and description of in-office space needs ■ Functional space relationships and adjacencies both internally and to other departments ■ Current space allocations and unmet space needs ■ Equipment with significant impact on space needs ■ Use of automation and special communication systems ■ Data/record storage practices ■ Relationship to general public access and visitation ■ Parking needs to include public/visitor, staff, and county/state vehicle totals ■ Staff opinions on any safety, security, or health concerns ■ Staff opinions about functional space problems and deficiencies ■ Staff preference for approach to the department reception area (in- person or remote) Post Office Box 12037 1 Research Triangle Park, NC 127709 919.941.9000 1 www.obrienatkins.com P12 DocuSign Envelope ID:A38E21CF-B747-4509-998D-B86E99337E40 OBIA O'BRIEN ATKINS o Department Interviews- Following receipt and review of the survey information,the consultant will conduct in-person and/or virtual interviews with each of the 38 departments.This additional level of information will allow the consultant to: ■ Understand any planned organizational or operational changes ■ Understand the impact of COVID-19 and remote working on existing and future operations ■ Study departmental efficiencies ■ Assess existing operations in terms of function, operational mandates, related service requirements and individual facility and internal unit adjacencies to determine efficiencies via consolidation of functions, improvement of or sharing of space or the use of technology o Upon completion of all surveys and interviews,the consultant will create a department profile for each physical location.The department profiles will provide a consolidated location for each department's existing conditions,functional characteristics, issues, and any data relevant to developing Personnel and Space Needs Projections.These profiles will be used as tool throughout the master plan to identify: ■ Location or co-location issues ■ Critical adjacencies for optimum efficiency of space, consolidation and technology implementation ■ Historic growth trends and key growth factors ■ How customers access and receive services (in-person versus virtual) ■ How staff provides customer services (in-person versus virtual) o Space Standards & Benchmarking ■ Applicable industry, state, and/or local space standards will be reviewed and used as a benchmark to assess current space utilization.Attention will be given to the potential space impact of current operational and/or technological trends.The space standards will serve as a benchmark to assess current office, equipment, and parking space utilization for each department. ■ Based on public and private practice and the consultant's professional planning experience, recommended space standards for administrative office, support space, public areas and circulation, equipment and storage unit sizes, and parking will be provided. ■ For a master plan,the size of an individual office or area is not as important as the space-per-person or space-per-equipment standard. Based on the recommended net square foot space standards and the type of department (staff versus equipment driven),the consultant will recommend a space-per- unit (staff or equipment) allocation standard, expressed as department gross square foot(DGSF) per staff,for each department. Post Office Box 12037 1 Research Triangle Park, NC 127709 919.941.9000 1 www.obrienatkins.com P13 DocuSign Envelope ID:A38E21CF-B747-4509-998D-B86E99337E40 OBIA O'BRIEN ATKINS o Projections Database ■ Using data obtained from the completed survey instruments and detailed interviews,the consultant will develop a projections database for the County. ■ The first database component will be to prepare a projection of future personnel requirements for each staff-driven department.The projections will quantify changes in personnel in five-year increments up to 20 years.The personnel projections will consider official County population forecasts, historic trends, and agency-specific workload factors indicative of the functions performed. For departments that are not staff-driven,the consultant will identify the impacting growth factor and project the unit need in five year increments for 20 years. ■ Using the unit projection (staff or other) and recommended department space standard (DGSF/unit),the consultant will calculate total DGSF required for each department in five-year increments for 20 years. Space projections will be at a department gross level to develop block space needs for options development. o Gap Analysis ■ The consultant will identify the gaps between existing facilities and the overall ability to meet current and future space projections.The analysis of the current state to future needs will identify the facility gaps and the opportunities for future development. Task 4-Conceptual Planning & Design o Prepare 3 planning concepts that accommodate the space needs identified ■ Phasing plans for short, mid and long-range plans ■ Refine plans in work sessions with County and select a preferred option o Real estate broker overview of existing County owned facilities ■ Broker opinion of values for the following County owned facilities identified in the RFP that have been relocated to new facilities or temporarily vacated due to unsafe building conditions(i.e., mold). o Dept of Environment&Agricultural Services o Detention Facilities o Public Defender Building o John Link Government Services Center ■ Identification of relocations sites for potential future construction and/or lease. ■ Review status of current leases o Cost analysis Pro's& Cons of owned versus leased scenarios o Potential remote work strategies ■ Conceptual design of a new County Administration facility Post Office Box 12037 1 Research Triangle Park, NC 127709 919.941.9000 1 www.obrienatkins.com P14 C:-k;kN- 1 D--- C DocuSign Envelope ID:A38E21CF-B747-4509-998D-B86E99337E40 OBIA O'BRIEN ATKINS o Basic programming of uses and departments o Blocking diagram of floor plans 0 3D elevations Task 5 -Communications& Presentations o Work sessions with the owner's oversight committee ■ 9 work sessions-Once a month over the course of the project o Monthly reports of the teams completed work, next steps and schedule 0 3 County Commissioners meeting presentations ■ 2 progress updates ■ 1 Final presentation Task 6- Documentation o We will prepare a detailed outline of the master plan report for the team to review o We will prepare a draft of the master plan report for the County's review and comment o Executive summary o Space needs analysis o Action plan of prioritized list or recommendations o Conceptual plans o Phasing plans o Order of magnitude cost estimates o We will prepare a final digital master plan report o We will prepare 3 color renderings that highlight key facilities in the County's growth 3. Deliverables 1. Summary of visioning session 2. Summary of facilities Investigation 3. Space needs analysis 4. Conceptual design plans 5. Phasing and relocation strategies 6. Master plan document 4. Proposed Schedule We anticipate beginning the project on May 1, 2022 and completing by January 31, 2023. Once we are under contract, we will prepare a detailed schedule of milestones and task. 5. Proposed Team Post Office Box 12037 1 Research Triangle Park, NC 127709 919.941.9000 1 www.obrienatkins.com P 1 5 FYhihit 1 PAUP F DocuSign Envelope ID:A38E21CF-B747-4509-998D-B86E99337E40 OBIA O'BRIEN ATKINS O'Brien/Atkins proposes the following team for this project: Base Services: O'Brien Atkins will provide the following Master plan services: Project Management, Space Needs, Benchmarking, Space Projections, Leasing and Disposition of Real Estate, Land Planning, Architectural Concept Design and Order of Magnitude Cost Estimating. • OBA—project lead, Land Planner and Architectural designer • CGL—Space Planner • CBRE—Real Estate Lease Evaluations • Palacio Collaborative—Order of Magnitude Cost Estimating Supplemental Team members if needed: • Terracon—Environmental/ Mold, Asbestos and Indoor Air Quality 6. Clarifications • Site surveys are not included • Site and Building Environmental studies are not included • Geothermal well evaluation is not included • Traffic or Transportation analysis and planning is not included • Detailed design plans or permitting plans are not included 7. Proposed Fees O'Brien Atkins proposes to provide the Scope of Design Services outlined in this proposal. A summary of the fee by phase is as follows: Base Services Task 1 - Visioning $19,490 Task 2-Investigation $21,450 Task 3-Space Needs Analysis $72,805 Task 4-Conceptual Planning and Design $98,170 Task 5-Communication&Presentations $39,720 Task 6-Documentation $46,580 Total Fee$298,215 The total fee is Two Hundred Ninety-Eight Thousand Two Hundred Fifteen Dollars($298,215). Direct reimbursable expenses are included in the fee named above. Post Office Box 12037 1 Research Triangle Park, NC 127709 919.941.9000 1 www.obrienatkins.com P 6 DocuSign Envelope ID:A38E21CF-B747-4509-998D-B86E99337E40 OBIA O'BRIEN ATKINS 8. Invoicing and Payments O'Brien Atkins will invoice Orange County on a monthly percent complete basis for services performed. Payments are due within thirty(30) days of receipt of invoices. Closing O'Brien Atkins appreciates the opportunity to work with Orange County and looks forward to successfully delivering this project. If the contents and terms are acceptable, please sign below and return a copy for my records—this will serve as our notice to proceed. Sincerely, OBRIENATKINS ASSOCIATES, PA Jay . Smith, PLA, ASLA, LEED AP ipal Director of Landscape Architecture and Planning cc: Kevin G. Montgomery, FAIA, LEED AP BD+C John L. Atkins III, FAIA, LEED AP Accepted Date Post Office Box 12037 1 Research Triangle Park, NC 127709 919.941.9000 1 www.obrienatkins.com P17 DocuSign Envelope ID:A38E21CF-B747-4509-998D-B86E99337E40 3506RIEATK v ucnaTr. �awav DATE(MM/DD/YYYY) ACORDTM CERTIFICATE OF LIABILITY INSURANCE 5/23/2022 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 any rights to the certificate holder in lieu of such endorsement(s). PRODUCER CONTACT NAME: McGriff Insurance Services PHONE 804 359-0044 FAX 8887513010 A/C,No,Ext: A/C,No 2108 W. Laburnum Ave Suite 300 ADDRESS: CertificatesVAWV@McGriff.com PO Box 17370 INSURER(S)AFFORDING COVERAGE NAIC# Richmond,VA 23227 INSURER A:XL Specialty Insurance Company 37885 INSURED INSURER B: OBrien Atkins Associates P A INSURER C: PO Box 12037 INSURER D: 5001 South Miami Blvd Durham, NC 27709 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 CONTRACTOR 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. LT R TYPE OF INSURANCE ADDL SUBR POLICY EFF POLICY EXP LIMITS LTR INSR WVD POLICY NUMBER MM/DD/YYYY MM/DD/YYYY COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $ CLAIMS-MADE OCCUR PREMISES ERENTED oN.0 ence $ MED EXP(Any one person) $ PERSONAL&ADV INJURY $ GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $ PRO- PRODUCTS-COMP/OP AGG $ JECTLOC POLICY PRO- OTHER: $ AUTOMOBILE LIABILITY COBINED SINGLE LIMIT Ea M accident $ ANY AUTO BODILY INJURY(Per person) $ OWNED SCHEDULED BODILY INJURY(Per accident) $ AUTOS ONLY AUTOS HIRED NON-OWNED PROPERTY DAMAGE $ AUTOS ONLY AUTOS ONLY Per accident UMBRELLA LIAB OCCUR EACH OCCURRENCE $ EXCESS LIAB CLAIMS-MADE AGGREGATE $ DED RETENTION$ $ WORKERS COMPENSATION PER OH- AND EMPLOYERS'LIABILITY Y/N STATUTE ER ANY PROPRIETOR/PARTNER/EXECUTIVE E.L.EACH ACCIDENT $ OFFICER/MEMBER EXCLUDED? F7 N/A (Mandatory in NH) E.L.DISEASE-EA EMPLOYEE $ If yes,describe under DESCRIPTION OF OPERATIONS below E.L.DISEASE-POLICY LIMIT $ A Professional DPR9981488 8/01/2021 08/01/202 $5,000,000 Each Claim Liability $5,000,000 Aggregate $150K/$300 Deductibles DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES(ACORD 101,Additional Remarks Schedule,may be attached if more space is required) CERTIFICATE HOLDER CANCELLATION Orange County, NC SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN PO Box 8181 ACCORDANCE WITH THE POLICY PROVISIONS. Hillsborough, NC 27278 AUTHORIZED REPRESENTATIVE ©1988-2015 ACORD CORPORATION.All rights reserved. ACORD 25(2016/03) 1 of 1 The ACORD name and logo are registered marks of ACORD #S30060458/M28841567 LBV DocuSign Envelope ID:A38E21CF-B747-4509-998D-B86E99337E40 This page has been left blank intentionally.