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HomeMy WebLinkAbout2022-404-E-Planning-Jarrett Walker & Associates-Orange County transit plan update adoption processRevised 06/21 1 [Departmental Use Only] TITLE Transit Plan Update FY 2022-23 NORTH CAROLINA SERVICES AGREEMENT NO RFP/RFQ ORANGE COUNTY This Services Agreement (hereinafter “Agreement”), made and entered into this 26th day of August, 2022, (“Effective Date”) by and between Orange County, North Carolina a political subdivision of the State of North Carolina (hereinafter, the "County") and Jarrett Walker & Associates, LLC, (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): bringing the 2022 Orange County Transit Plan Update through the formal adoption process. 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 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 DocuSign Envelope ID: 405C9C17-324E-4A7A-85BD-93B04CF9577E Revised 06/21 2 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 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. DocuSign Envelope ID: 405C9C17-324E-4A7A-85BD-93B04CF9577E Revised 06/21 3 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 aid the review and approval process for the Transit Plan Update with up attendance at up to eight (8) meetings (attended virtually), support the County staff in presenting the Transit Plan Update to the Orange County BOCC, the DCHC MPO Board and the GoTriangle Board of Trustees, and will answer technical and financial questions to boards or other general inquires that come as a function of the adoption process. The scope of the Provider's work and cost proposal are captured fully in Exhibit A, "Memo to Orange County Comprehensive Planning Supervisor." 4. Duration of Services a. Term. The term of this Agreement shall be from September 1, 2022 to March 31, 2023 or whenever the GoTriangle Board of Trustees adopts the 2022 Orange County Transit Plan Update, whichever is first. 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 September 1, 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 fifteen thousand Dollars ($15,000.00). 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 DocuSign Envelope ID: 405C9C17-324E-4A7A-85BD-93B04CF9577E Revised 06/21 4 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 (Tom Altieri, AICP, Orange Couty Comprehensive Planning Supervisor) 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 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 DocuSign Envelope ID: 405C9C17-324E-4A7A-85BD-93B04CF9577E Revised 06/21 5 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. 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 DocuSign Envelope ID: 405C9C17-324E-4A7A-85BD-93B04CF9577E Revised 06/21 6 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 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. DocuSign Envelope ID: 405C9C17-324E-4A7A-85BD-93B04CF9577E Revised 06/21 7 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. It is expressly agreed that County shall not activate this non-appropriation provision for its convenience or to circumvent the requirements of this Agreement. 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:Bonnie Hammersley Jarrett Walker & Associates P.O. Box 8181 1021 SE Caruthers St Hillsborough, NC 27278 Portland, OR 97214 [SIGNATURE PAGE TO FOLLOW] DocuSign Envelope ID: 405C9C17-324E-4A7A-85BD-93B04CF9577E Revised 06/21 8 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: _________________________________ Bonnie Hammersley Orange County Manager By: __________________________________ Scudder Wagg Principal and Member Jarrett Walker & Associates, LLC Printed Name and Title DocuSign Envelope ID: 405C9C17-324E-4A7A-85BD-93B04CF9577E 8/26/20228/30/2022 Revised 06/21 9 ORANGE COUNTY—DEPARTMENT USE ONLY ______________________________________________________________________________ Party/Vendor Name: Jarrett Walker & Associates, LLC Party/Vendor Contact Person: Scudder Wagg Contact Phone: 571-281-0858 Party/Vendor Address: 1021 SE Caruthers St City Portland State: OR Zip: 97214 Department: Planning and Inspections Amount: $15,000 Purpose: Orange County Transit Plan Update Adoption Process Budget Code(s): 10695020 720215 Vendor # 67697 (N/A if new vendor) Vendor is a BOCC consultant? Yes No Contract Type: (Check one) New Renewal Amendment Effective Date 09/01/2022 Approved by Board Yes No Agenda Date: 03/24/2020 --- 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 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:_________ DocuSign Envelope ID: 405C9C17-324E-4A7A-85BD-93B04CF9577E 8/26/2022 8/26/2022 8/29/2022 8/30/2022 August 5, 2022 Tom Altieri Orange County Planning Supervisor Via Email Dear Mr. Altieri, It has been our privilege to support the County during the recent Orange County Transit Plan process and thank you for contacting us to continue that support. We understand you are interested in continuing support during the three-party review and approval process for the plan. We understand that County staff will lead the Transit Plan Update through the approval process after or concurrent with the Governance Study and Implementation Agreement, likely starting in early November and continuing through January 2023. Our team can assist with the various meetings to review the plan by the various bodies. We have the capacity and staff to support your needs with Scudder Wagg being the lead, as during our previous work, and PJ Houser as lead technical staff, continuing the support she provided during the planning process. This proposal outlines our scope of work and proposed fee for the work. JWA will aid the review and approval process for the TP Update with attendance at up to 8 meetings to be attended virtually to support the County staff in presenting on the Transit Plan Update and answer technical or financial questions. We presume some preparation for these meeting may be needed and will budget 12 hours of Project Manager time and 4 hours of technical staff time to support these meetings. In addition, we can provide assistance with up to 60 hours of staff time (20 by PM and 40 by technical staff) to provide support for technical or financial questions or final updates to the report based on comments or items that arise during the review and approval process. 1021 SE Caruthers St Portland, OR 97214 503 208 4249 jarrett@jarrettwalker.net jarrettwalker.com Exhibit A Memo to Orange County Comprehensive Planning Supervisor DocuSign Envelope ID: 405C9C17-324E-4A7A-85BD-93B04CF9577E 2 Cost Proposal The level of effort in reviewing and preparing for the various meetings is hard to predict with certainty, so we recommend that we bill you based on our actual time, up to a cap of $15,000. That cap would provide sufficient time to support the scope of work described above and provides some additional headroom in case any additional needs arise during the process. Below is a table of our billable rates by staff category. We anticipate that only Scudder and PJ would work on this, but we are providing our full rate list in case any needs arise that might warrant using other staff. Position Example Staff Rate/hour ($) Principal Jarrett Walker $281.55 Project Manager Scudder Wagg $179.63 Principal Planner Evan Landman $133.57 Sr Associate 2 Mihir Bhosale $118.84 Sr Associate 1 PJ Houser $112.24 Analyst Jason Adle $95.18 Accounting Support Zach Tucker $75.39 Thank you for your interest in our work and we’re committed to doing our best to meet your needs. If the County finds this proposed scope of work and cost proposal acceptable, please indicate by countersigning below. Best regards, Scudder Wagg, Principal Associate and Member Orange County agrees to the above terms to have Jarrett Walker & Associates, LLC support the review and approval process for the Transit Plan Update. ___________________________________________________ Printed Name: Title: DocuSign Envelope ID: 405C9C17-324E-4A7A-85BD-93B04CF9577E 08/18/2022 MVW Insurance Inc 7412 SW Beaverton Hillsdale Suite 112 Portland OR 97225 Kimberley Wilson (503) 291-1703 (503) 291-1487 Kym@mvwinsurance.com Jarrett Walker & Associates 1021 SE Caruthers Street Portland OR 97214 Continental Casualty Company 20443 The Continental Insurance Company 35289 Orange County A Y B6019987640 01/25/2022 01/25/2023 2,000,000 1,000,000 10,000 2,000,000 4,000,000 4,000,000 Employment Practices Liability 10,000 A Y B6019987640 01/25/2022 01/25/2023 1,000,000 B WC 7 13153500 04/01/2022 04/01/2023 1,000,000 1,000,000 1,000,000 A Professional Liability Y 652404422 01/25/2022 01/25/2023 Limit $2,000,000 Retention $2,500 Certificate holder its officers, officials, agents and employees are included as additional insured but only as respects operations of the named insured in accordance with the policy terms, conditions & exclusions and as required by written contract. Orange County Planning & Inspection Department 131 West Margaret Lane Suite #201 Hillsborough NC 27278 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. INSURER(S) AFFORDING COVERAGE INSURER F : INSURER E : INSURER D : INSURER C : INSURER B : INSURER A : NAIC # NAME:CONTACT (A/C, No):FAX E-MAILADDRESS: PRODUCER (A/C, No, Ext):PHONE INSURED REVISION NUMBER:CERTIFICATE NUMBER:COVERAGES 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). THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. 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CERTIFICATE HOLDER The ACORD name and logo are registered marks of ACORD HIREDAUTOS ONLY DocuSign Envelope ID: 405C9C17-324E-4A7A-85BD-93B04CF9577E DocuSign Envelope ID: 405C9C17-324E-4A7A-85BD-93B04CF9577E DocuSign Envelope ID: 405C9C17-324E-4A7A-85BD-93B04CF9577E DocuSign Envelope ID: 405C9C17-324E-4A7A-85BD-93B04CF9577E DocuSign Envelope ID: 405C9C17-324E-4A7A-85BD-93B04CF9577E DocuSign Envelope ID: 405C9C17-324E-4A7A-85BD-93B04CF9577E DocuSign Envelope ID: 405C9C17-324E-4A7A-85BD-93B04CF9577E DocuSign Envelope ID: 405C9C17-324E-4A7A-85BD-93B04CF9577E