Loading...
HomeMy WebLinkAbout2022-631-E-County Mgr-AssetWorks-Appraisals & Software AccessRevised 06/21 1 [Departmental Use Only] TITLE Assestworks FY 22-23 NORTH CAROLINA SERVICES AGREEMENT NO RFP/RFQ ORANGE COUNTY This Services Agreement (hereinafter “Agreement”), made and entered into this 18th day of November, 2022, (“Effective Date”) by and between Orange County, North Carolina a political subdivision of the State of North Carolina (hereinafter, the "County") and AssetWorks Risk Management 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): Appraisals of all locations 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: 02EEC888-C962-4FC9-A4CA-BF568439A052 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: 02EEC888-C962-4FC9-A4CA-BF568439A052 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): Physical appraisals of all buildings and dams capturing secondary characteristics and flood zone determinations, AMP online system plus first year training as described in Exhibit 1 attached hereto. To be started on or before February 10, 2023 and completed no later than March 31, 2023. 4. Duration of Services a. Term. The term of this Agreement shall be from 11/18/22 to 11/18/23. 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 on or before February 10, 2023. 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-thousand Dollars ($20,000.00). 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 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 (Alisa Cornetto) to act as the County's representative with respect to the Project who shall have the authority to DocuSign Envelope ID: 02EEC888-C962-4FC9-A4CA-BF568439A052 Revised 06/21 4 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 Professional Liability or E&O (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 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 DocuSign Envelope ID: 02EEC888-C962-4FC9-A4CA-BF568439A052 Revised 06/21 5 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 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. DocuSign Envelope ID: 02EEC888-C962-4FC9-A4CA-BF568439A052 Revised 06/21 6 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. 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 DocuSign Envelope ID: 02EEC888-C962-4FC9-A4CA-BF568439A052 Revised 06/21 7 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: Risk Manager AssetWorks Risk Management, Inc. P.O. Box 8181 400 Holiday Drive, Suite 200 Hillsborough, NC 27278 Pittsburgh, PA 15220 [SIGNATURE PAGE TO FOLLOW] DocuSign Envelope ID: 02EEC888-C962-4FC9-A4CA-BF568439A052 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 By: __________________________________ Christian Gutierrez, General Manager Printed Name and Title DocuSign Envelope ID: 02EEC888-C962-4FC9-A4CA-BF568439A052 Revised 06/21 9 ORANGE COUNTY—DEPARTMENT USE ONLY ______________________________________________________________________________ Party/Vendor Name: AssetWorks Party/Vendor Contact Person: Shaun Callahan Contact Phone: 412-809-0660 Party/Vendor Address: 4955 Steubenville Pike City Pittsburg State: PA Zip: 15205 Department: Risk Management Amount: Not to Exceed $20,000 Purpose: Appraisals & Software Access Budget Code(s): 10230220 630000 Vendor # N/A (N/A if new vendor) Vendor is a BOCC consultant? Yes No Contract Type: (Check one) New Renewal Amendment Effective Date 11/18/22 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 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: 02EEC888-C962-4FC9-A4CA-BF568439A052 12/13/2022 12/13/2022 12/14/2022 12/14/2022 Page 1                                            Orange County, NC    Ryan M. Tate     Alisa Cornetto      Director, US East     Risk Manager  AssetWorks Risk Management Inc.    Orange County, NC  400 Industry Drive, Suite 200     PO Box 8181  Pittsburgh, PA 15220    Hillsborough, NC  27278       Proposal for Property Valuation Services  EXHIBIT 1  DocuSign Envelope ID: 02EEC888-C962-4FC9-A4CA-BF568439A052 AssetWorks Complete Property Appraisal Solution  Orange County, NC  Page ‐2‐    Table of Contents  1.  About AssetWorks ................................................................................................................................ 3  2.  Proposal & Methodology ...................................................................................................................... 5  3.  Statement of Work (SOW) .................................................................................................................. 12  4.  Quote .................................................................................................................................................. 14                                                                                DocuSign Envelope ID: 02EEC888-C962-4FC9-A4CA-BF568439A052 AssetWorks Complete Property Appraisal Solution  Orange County, NC  Page ‐3‐    1. About AssetWorks  AssetWorks is a wholly owned subsidiary of Constellation Software Inc. (Constellation), a leading, global  provider of software and services to organizations in the public and private sector. Constellation acquires,  manages,  and  grows  industry‐specific  software  companies  that  provide  specialized,  mission‐critical  solutions to address the unique needs of their customers. Constellation is publicly traded on the TSX under  the symbol CSU. For the fiscal year ending December 31, 2021, consolidated revenues were in excess of  US $5.1 Billion.    Our  risk  management  roots  are  in  property  insurance  valuation  services  but  relationships  with  our  customers, understanding the evolving property risk management landscape, and a drive to be more  innovative led AssetWorks to enter the risk management software market nearly two decades ago.  Currently, our property risk management solution, featuring a combination of our AMP Property Risk  Management software and onsite appraisal services, is unrivaled in the marketplace.   Considering our individual customer’s needs and resources, AssetWorks offers various levels of valuation  service to address 100% of property values within a wide range of budgets.      Our combination of valuation consultants and state of the art technology offers innovative and cost‐ effective  services  for  initial  and  long‐term  solutions  associated  with  property  insurance  and  risk  management.        DocuSign Envelope ID: 02EEC888-C962-4FC9-A4CA-BF568439A052 AssetWorks Complete Property Appraisal Solution  Orange County, NC  Page ‐4‐    QUALIFICATIONS  AssetWorks is confident in our ability to respond to the current and future needs of our customers by  providing professional and accurate data collection, valuation estimates, and supplemental data needed  for underwriting.     Our customers confidently select AssetWorks as their partner for the following reasons:   Our project team consists of full‐time employees (no‐subcontractors) and professional valuation  consultants associated with the American Society of Appraisers. Our team specializes in providing  property valuation services to government entities.    AssetWorks takes pride in being true public entity specialists, generating over ninety percent of  our annual revenue serving public entities, including 83 pooling groups and states nationwide.   AssetWorks is the technology pioneer in asset management and property valuation solutions.   AssetWorks developed a comprehensive proprietary web‐based property management system  (AMPTM) to provide our clients the ability to manage, report, and perpetuate valuation data.   Quality  Assurance  &  Project  Management ‐ AssetWorks has created internal project  management standards which assure consistent application of property data collection, valuation  methodology and deliverables of draft and final reports. To ensure complete transparency of the  project status and billing, AssetWorks has developed a proprietary project management and  communication  tool.  This  tool  provides  our  customers  with  24/7 accessibility  for  real‐time  updates.    AssetWorks maintains professional affiliations with national insurance associations including the  State Risk and Insurance Management Association (STRIMA), Association of Governmental Risk  Pools  (AGRIP),  Public  Risk  Management  Association  (PRIMA)  and  the  Risk  and  Insurance  Management Society (RIMS).        WATER & SEWER RISK MANAGEMENT POOL  “AssetWorks’ field personnel were professional, on time,  and efficient in obtaining the data they needed. When  there were unique structures, they actively listened to  our members and adapted their valuation methods as  appropriate. The end product exceeded our  expectations.”  – Larry Bailey, Executive Director  WASHINGTON COUNTIES RISK POOL  “The idea of it is great. You know, that [AssetWorks] can  go out, appraise these buildings, enter the data, and then  it is all right there in AMP. It saves us a lot of time and  allows us to continue doing what we are doing. They are  always looking to deliver the best product for us.”    – Derek Bryan, Executive Director  SAN MATEO COUNTY SCHOOLS INSURANCE GROUP  “The AssetWorks team has been able to provide this service, as promised, with great communication and with little to  no disruption in our school buildings. It has been wonderful working with AssetWorks, and we look forward to doing so  in the future.”  – Sharon Vishwa, Member Services & Board Relations Manager  DocuSign Envelope ID: 02EEC888-C962-4FC9-A4CA-BF568439A052 AssetWorks Complete Property Appraisal Solution  Orange County, NC  Page ‐5‐    2. Proposal & Methodology  On‐Site Property Insurance Appraisal Services  The  goal  of  an  on‐site  property insurance  appraisal  is  to  physically  inspect  and  appraise  select  building/structures  to  obtain  uniform  and  reliable  insurance  values for insurance placement and  allocation of premiums.  The resulting data will provide current insurable values, enhanced COPE data,  proof‐of‐loss documentation, as well as the basis for underwriting and insurance premiums. The proposed  services will  be performed in accordance with industry‐wide appraisal standards (USPAP – Uniform  Standards of Professional Appraisal Practice).    2.1   PROJECT APPROACH  On‐Site Property Insurance Appraisal Services  The core of success in a property appraisal project begins on the front‐end, and by way of dialogue, a truly  customized project plan is developed to meet the specifications and needs Orange County. Our approach  is not a template and is catered towards not only client requests, but by way of our experience and  expertise.     Project Kickoff Meeting  Our project team will hold a comprehensive project‐planning meeting with member representatives in  advance of the onsite fieldwork.  We advise that members of the administrative, risk management and  facilities staff or other directly involved personnel attend this meeting.  Topics of discussion include  confirmation of project scope and time frames, the physical appraisal schedule, accessibility to buildings,  and contacts for each Member.  This meeting lays the foundation for the methods and procedures used  during the on‐site fieldwork.    Orange County / Staff Expectations  AssetWorks believes that clients retain our services with the expectation that AssetWorks staff, as paid  professionals,  and  consultants, will  perform  the  necessary  tasks with the highest level of industry  professionals to successfully complete the project on time.  We do view our clients as active participants  and anticipate their assistance with the following:   Pre‐Project Planning and Scheduling – AssetWorks will identify key items to have prepared for  the project kickoff meeting.  We ask that you prepare and distribute a memo to all locations  receiving an appraisal announcing the project and give the general purpose and time frame.     Availability of Existing Building Records – AssetWorks will utilize existing records, as provided by  the members.  Blueprints, for example, can aid in the accuracy of calculating square foot area.   Direct construction costs from Members are another source of valuable information we collect.   Access to All Sites – AssetWorks appraisers will be granted access to all sites and buildings based  on a mutually agreed upon appraisal schedule.  Project Closeout Meeting  Upon  completion  of  the  on‐site  investigation,  the  AssetWorks  project  manager  will  conduct  a  final  closeout meeting with your staff.  The focus is to ensure that all sites and properties have been accounted  for and to answer any questions that you might have.  This is also the time at which your staff should  ensure that they have transferred all client supplied data to the project manager.  Later delivery of data  could delay final report processing.  DocuSign Envelope ID: 02EEC888-C962-4FC9-A4CA-BF568439A052 AssetWorks Complete Property Appraisal Solution  Orange County, NC  Page ‐6‐    2.2   GENERAL BUILDINGS & STRUCTURES  The basis for valuations of each building lie in the data recorded.  A  description  for  each  building  will  be  established,  depicting  Construction, Occupancy, Protection and Exposure (COPE) data to be  included on the insured property as it is related to loss prevention and  valuation.    Single digital images will be prepared for each building and integrated  into the final reports.  Each building will either be physically measured,  square footage verified through a review of blueprints, measured using satellite imaging, or included  based  on  information  provided.  Additionally,  a  complete  physical  address  will  be  recorded,  and  all  buildings will be assigned a unique identification number.    2.3   WATER & SEWER TREATMENT  AssetWorks’ approach to valuing wastewater facilities is performed on an itemized building and/or by  process basis.  The fieldwork will begin with a meeting between the project team and the plant manager  or other delegate.  The following is verified:   Available blueprints/site map/process summary    Plant design capacity – measured in “million‐gallon capacity per day treated” MGD   Plant original construction and addition’s date   Any “contractors cost breakdowns” for construction – (original or additions)    Common Processes and Structures   Headworks (Influent Pump Station)   Clarifiers (Primary, Intermediate, Secondary)   Aeration Tanks/Ponds/Basins   Gravity Thickeners/Dewatering Buildings   Digesters   Filters (Trickling, Biological, UV… etc.)   Sludge Drying    Beds/Lagoons/Incinerators   Laboratories   Ozone Structures   Chlorine Contact Structures   Blower Buildings   Pump Stations / Equipment Galleries  Reservoirs & Water Containment Structures   Type(concrete/steel/above‐ground/in‐ground)   Capacity   Construction Date & Cost  Pump Houses, Lift Stations, Wells, etc.   Structure type, size/depth, services, & features   Itemized equipment (type, capacity)    DocuSign Envelope ID: 02EEC888-C962-4FC9-A4CA-BF568439A052 AssetWorks Complete Property Appraisal Solution  Orange County, NC  Page ‐7‐    2.4   HISTORICAL PROPERTIES (Optional)  Buildings registered as historical with the National Register of Historic Places will be valued based on  reproduction cost which will include identifying and appraising components of the subject building,  utilizing a segregated cost approach to determine valuations on material that is like‐kind as well as  function.  Specialty attributes will be taken into consideration and valued in terms of reproduction as it  relates to the subject building.  Orange County will assist in providing information on which buildings  require reproduction cost/historical valuations.    2.5   INSURABLE LAND IMPROVEMENTS/PROPERTY‐IN‐THE‐OPEN (OPTIONAL)  Insurable Land Improvements outside of a building and particular to a parcel of land will be inventoried  and valued as part of the standard building appraisal. Included are assets such as parking lots, fencing,  outside lighting, park benches, signage, and flagpoles, etc.  In addition, communication towers and sirens  will be valued and listed as separate line items. AssetWorks will provide a total PITO value for each  location. AssetWorks will provide a list of PITO assets in the notes section.    2.6   DATA COLLECTED  Primary Construction, Occupancy, Protection, & Exposure Data (COPE)  a)  Occupancy Type      b)  Construction/ISO Class    c)  Frame Type  d)  Number of Stories      e)  Condition  f)  Roof Shape  g)  Roof Pitch  h)  Roof Strapping      i)  Roof Type      j)  Exterior Walls  k)  Year Built      l)  Foundation/Footing      m)  Square Footage   n)  Ceiling  o)  Partitions/Interior Walls  p)  Updates (Roof/Bldg.) Yr.  q)  Heating/Cooling Systems  r)  Flooring  s)  Electrical/Plumbing  t)  Elevators  u)  Identify Protection Systems  v)  Additional Features  w)  GPS Coordinates  x)  Flood Zone Classifications    ISO/Construction Classifications  One of the primary goals of underwriting for  property insurance is determining the risk of  fire.    One  of  the  main  considerations  in  making that determination is assigning the  proper  construction  class.  Properly  identifying the construction class can help  the  underwriter  understand  the  construction  type  and  rate  the  risk  more  accurately. AssetWorks reports will include  ISO  classes  1‐6,  as  defined  by  the  Commercial  Fire  Rating  Schedule  (CFRS)  defined in terms of the Marshall and Swift  construction classes.  DocuSign Envelope ID: 02EEC888-C962-4FC9-A4CA-BF568439A052 AssetWorks Complete Property Appraisal Solution  Orange County, NC  Page ‐8‐    Secondary Building Characteristics   Year of Last Electrical Upgrade   Year of Last Plumbing Upgrade   Year of Last HVAC Upgrade   Year of Last Roof Upgrade   Finished Floor Elevation   Percentage of Building Vacant   Historical Structure Designation   Last Major Renovation Date   Nearest Ocean/Body of Water Distance   Nearest Fire Hydrant Distance    Catastrophe Modeling Characteristics  Windstorm  AssetWorks will assist in gathering windstorm and seismic information pertinent to characteristics of a  building or structure.   If available, the information collected per structure are:   Roof Framing Type   Roof Covering   Roof Age/Condition   Roof Geometry   Roof Parapets/Chimneys   Roof Anchor   Commercial Appurtenant Structures   Wind Tier/Hazard Zone   Roof Sheathing Attachment   Flashing and Coping Quality   Wind Missiles   Contents Vulnerability Due to Wind   Roof Maintenance   Cladding Type   Residential Appurtenant Structures   Mechanical/Electrical Equipment (Side  of Building)   Ground Level Equipment   Opening Protection   Resistance – Doors   Flood Protection   Construction Quality   Basement   Frame‐Foundation Connection   Contents Vulnerability Due to Water   Roof Equipment Hurricane Bracing   Tree Density   Seismic   Setbacks & Overhangs (Vertical  Irregularity)   Appendages & Ornamentation   Tank   Building Exterior   Soft Story   Engineered Foundation   Torsion   Interior Walls   Frame Bolted to Foundation   URM Retrofit   Construction Quality   Sprinkler Type   Base Isolation   Exterior Walls/Cladding   Pounding   Shape Configuration   Hazard Zone   Structural Upgrade (non‐URM)   Redundancy   Short Column Condition   Cripple Walls   Tilt‐Up Retrofit   Equipment EQ Bracing   Equipment Support Bracing   EQSL Susceptible      DocuSign Envelope ID: 02EEC888-C962-4FC9-A4CA-BF568439A052 AssetWorks Complete Property Appraisal Solution  Orange County, NC  Page ‐9‐    Flood Zone Designations  Flood Zone designations are based on GPS coordinates and mapped via satellite by a provider including  E&O coverage. Identifying flood zones based on address can lead to an incorrect designation as many sites  include multiple acres and multiple flood zones.  In some cases, the flood zone actually intersects the  structure, and this has to be represented or an incorrect designation may be applied, particularly when  only using a physical address as the determining factor. AssetWorks subscribes to FEMA updates as it  relates to flood zone updates and maintains a strong relationship with a geo‐mapping group to support  zone designations and provide our clients with the accuracy required in this category.    2.7   VALUATION METHODOLOGY  Our investigation of each property will follow generally accepted valuation techniques and standards,  incorporating various sources to develop cost conclusions for each building.  Sources include price lists,  trade journals, industry publications, pricing subscription services, as well as direct cost research.  It is an  ongoing task to identify and continuously substantiate values.  Multiple sources of value exist, but to rely  on only one can be limiting as they all have positive points to be reflected. Sources of construction cost  information include, but are not limited to:     Internally developed proprietary water/wastewater treatment plant valuation guide   Direct cost information from recent projects   Inquiries with local contractors and architects   US Department of Labor – Bureau of Labor Statistics   Marshall and Swift / Boeckh   RS Means Construction Cost Index   Reed Construction Data   Previous AssetWorks valuation data Definitions of Value  Replacement Cost New   Cost of Replacement New is the amount required to reproduce a property entirely at one time, as of a  specific date, in like size, kind and quality and in accordance  with  current market prices for labor,  materials, manufactured equipment, contractors overhead, profit and fees, but with no provisions for  overtime or bonuses, or for premiums for materials and equipment. In determining replacement cost  new, AssetWorks will not consider costs associated with demolition of property, debris removal, or partial  loss into our analysis.  This methodology takes local wages and material costs into account,  as  well  as  specific  structural  attributes and current construction code that will cause an increase or decrease in base value such as  sprinkler  systems,  elevators,  exterior  wall  adjustments,  actual  building  occupancy,  and  quality  of  construction as related to industry standards.    Insurance Exclusion   Insurance Exclusion is a provision in an insurance contract describing property, or types of property, which  are not covered by an insurance policy. The insurance exclusion amount is deducted from replacement  cost to arrive at an insurable value, specific to each structure.  DocuSign Envelope ID: 02EEC888-C962-4FC9-A4CA-BF568439A052 AssetWorks Complete Property Appraisal Solution  Orange County, NC  10        Actual Cash Value   Actual Cash Value is the Replacement Cost Value less depreciation.    Cost of Reproduction New (Historical Properties)  Cost of Reproduction New is the amount required to reproduce a duplicate or replica of the entire  property at one time in like kind and materials, in accordance with current market prices for materials,  labor and manufactured equipment, contractor's overhead, profit, and fees, but with no provisions for  overtime, bonuses for labor, or premiums for material.    Building Contents (Modeling Approach)  Content values will be included based on the “modeling approach” that was developed to meet the  valuation needs of our customers without the need for a detailed inventory. AssetWorks utilizes computer  models of building types and their contents based on data gathered from thousands of valuations over  the past several years.  We will estimate the value of contents by taking the square foot equipment value of a like facility and  applying it to the calculated area of the building. The “modeling approach” is unique in that a reliable  replacement cost estimate of a building’s contents can be generated without performing a lengthy and  costly inventory.    2.8   PROJECT DELIVERABLES  Certification Letter  The certified valuation report will include the Letter of Certification, which will:   Identify the property appraised   State the purpose of the valuation   Specify the valuation date   Define the level of value sought and the premise of value employed   Describe the nature of the property included and excluded    Discuss the valuation investigation   Indicate the factual data considered   Present the conclusions of value (Replacement Cost unless otherwise ordered)   Outline the qualifying and limiting conditions   Include the signature of an authorized officer of the company    Preliminary & Final Reports  AssetWorks will utilize the AMP application to deliver all valuation reports. AMP will be used as the  property data system of record and all data as a result of the virtual valuations conducted will be updated  directly in the AMP application. This data will be available in real time as valuations are completed.  In  addition, any drawings, sketches, plans, documents, and work papers associated with the valuations will  be uploaded into AMP as part of the building record. AMP Risk provides the ability to view, export, and  manipulate the valuation reports in various formats including PDF, Excel, and HTML. The customer will  have the opportunity to review the preliminary valuation results in AMP and approve the value of each  structure. Upon approval, final reports can be generated.  DocuSign Envelope ID: 02EEC888-C962-4FC9-A4CA-BF568439A052 AssetWorks Complete Property Appraisal Solution  Orange County, NC  11      2.9   SCHEDULE & PROJECT MANAGEMENT TOOL  Project Schedule  AssetWorks will work with Orange County to establish a mutually agreeable schedule and timeframe for  the valuations to be completed.    Project Management & Communication Tool  To effectively manage the project and provide real‐time transparency of the project status, AssetWorks  has developed an online communication tool that is updated by the AssetWorks project manager and  accessible 24/7 by our customers. The following is a sample screen shot of the dashboard.        DocuSign Envelope ID: 02EEC888-C962-4FC9-A4CA-BF568439A052 AssetWorks Complete Property Appraisal Solution  Orange County, NC  12      3. Statement of Work (SOW)  INTRODUCTION  This  statement  of  work  covers  the  professional  valuation  services  and  products  to  be  provided  by  AssetWorks Risk Management Inc. to Orange County, NC. This SOW confirms the understanding of the  scope, objectives, services, deliverables, and work product for this project.    VALUATION SERVICES TO BE PROVIDED  o On‐Site Property Insurance Appraisal Services     PROPERTIES TO BE INCLUDED  o General Buildings & Structures  o Water & Sewer Treatment Structures  o Historical Properties  o Insurable Land Improvements/Property‐in‐the‐Open (PITO)    DATA TO BE COLLECTED  o Primary Construction, Occupancy, Protection, & Exposure Data   Occupancy Type       Construction/ISO Class     Frame Type   Number of Stories       Condition   Roof Shape   Roof Pitch   Roof Strapping       Roof Type       Exterior Walls   Year Built       Foundation/Footing       Square Footage     Ceiling   Partitions/Interior Walls   Updates (Roof/Bldg.) Yr.   Heating/Cooling Systems   Flooring   Electrical/Plumbing   Elevators   Identify Protection Systems   Additional Features   GPS Coordinates   Flood Zone Classifications   o Secondary Building Characteristics   Year of Last Electrical Upgrade   Year of Last Plumbing Upgrade   Year of Last HVAC Upgrade   Year of Last Roof Upgrade   Finished Floor Elevation   Percentage of Building Vacant   Historical Structure Designation   Last Major Renovation Date   Nearest Ocean/Body of Water Distance   Nearest Fire Hydrant Distance    o Catastrophe Modeling Characteristics ‐ Windstorm   Roof Framing Type   Roof Covering   Roof Age/Condition   Roof Geometry   Roof Parapets/Chimneys   Roof Anchor   Commercial Appurtenant Structures   Wind Tier/Hazard Zone   Roof Sheathing Attachment   Flashing and Coping Quality   Wind Missiles   Contents Vulnerability Due to Wind   Roof Maintenance   Cladding Type   Residential Appurtenant Structures   Mechanical/Electrical Equipment (Side of  Building)   Ground Level Equipment   Opening Protection   Resistance – Doors   Flood Protection   Construction Quality   Basement   Frame‐Foundation Connection   Contents Vulnerability Due to Water   Roof Equipment Hurricane Bracing   Tree Density DocuSign Envelope ID: 02EEC888-C962-4FC9-A4CA-BF568439A052 AssetWorks Complete Property Appraisal Solution  Orange County, NC  13        o Catastrophe Modeling Characteristics ‐ Seismic   Setbacks & Overhangs (Vertical Irregularity)   Appendages & Ornamentation   Tank   Building Exterior   Soft Story   Engineered Foundation   Torsion   Interior Walls   Frame Bolted to Foundation   URM Retrofit   Construction Quality   Sprinkler Type   Base Isolation   Exterior Walls/Cladding   Pounding   Shape Configuration   Hazard Zone   Structural Upgrade (non‐URM)   Redundancy   Short Column Condition   Cripple Walls   Tilt‐Up Retrofit   Equipment EQ Bracing   Equipment Support Bracing   EQSL Susceptible    VALUES PROVIDED  o Replacement Cost New  o Insurance Exclusion  o Actual Cash Value  o Cost of Reproduction New (Historical Properties)  o Building Contents (Modeling Approach)    VALUATION DELIVERABLES  o Appraisal Certification Letter  o Preliminary Reports   o Final Reports   o Data File                                          DocuSign Envelope ID: 02EEC888-C962-4FC9-A4CA-BF568439A052 AssetWorks Complete Property Appraisal Solution  Orange County, NC  14      4. Quote        DocuSign Envelope ID: 02EEC888-C962-4FC9-A4CA-BF568439A052 AssetWorks Complete Property Appraisal Solution  Orange County, NC  15      SOFTWARE AND SERVICES AGREEMENT   This Software and Services Agreement (“Agreement”) is effective      , 20      (“Effective Date”) and entered  into between AssetWorks Risk Management Inc. (“AssetWorks”), with offices at 400 Holiday Drive, Suite 200,  Pittsburgh, PA 15220, and Orange County, North Carolina (“Client”), with a principal mailing address at P.O. Box  8181, Hillsborough, NC 27278.  In consideration of the mutual covenants contained herein, the parties agree as  follows:      1.  Software as a Service, Maintenance, and Services.  Subject to the terms and conditions of this Agreement  and the payment of fees hereunder, AssetWorks will provide Client with appraisal, software, maintenance, and  other related services (collectively, “Professional Services”) and the SaaS as follows:    1.1  Software as a Service.  AssetWorks will provide Client with access, through a website or designated IP  address, to its proprietary software identified on Schedule A (“Software”) which is maintained by AssetWorks in a  hosted environment at a third party data center (“SaaS”).     1.2  Maintenance.      1.2.1  AssetWorks will provide: (i) support during normal business hours (9:00 a.m. to 5:00 p.m. ET, Monday  through Friday, excluding legal holidays) relating to the operation of the Software and use of the SaaS and (ii)  Updates to the Software as they are developed and made generally available (“Maintenance”).  Requests for support  may be submitted to AssetWorks by Client via email at: ampsupport@assetworks.com (or through other methods  provided by AssetWorks). “Update” means the latest updates, modifications, and enhancements to the Software,  including  corrections  of  Errors,  which  relate  to  the  operating performance  of  the  Software. “Error”  means  a  reproducible error in the Software which prevents use of the Software as described in the Documentation (defined  in Section 2.1).     1.2.2 Maintenance does not include: (a) custom programming services; (b) on‐site support, including installation  of hardware or software; (c) support of any software other than the Software accessed as part of the SaaS; (d)  training; (e) expenses for third party products including, but not limited to, hardware and related supplies; (f) support  of Client’s computer system, software, or hardware (e.g., computer equipment, servers, printers etc.) or third party  software or hardware, including problems which arise therefrom. For clarity, AssetWorks is not responsible for errors  or defects of Client or third party software or hardware.     1.3  Software  Services.    AssetWorks  will  provide  Client  with  services  including,  but  not  limited  to,  data  conversion, system configuration, training, consultation, custom reporting and other related services selected by  Client and identified in Schedule A or a separate signed quote or statement of work (“SOW”) referencing this  Agreement (“Software Services”). The Software Services do not include Maintenance.    1.4  Appraisal Services.      1.4.1  AssetWorks will provide Client with onsite property insurance valuation services and other professional  services associated with property insurance and risk management (“Appraisal Services”) selected by Client and set  forth in a SOW, subject to the payment of Appraisal Service fees.  The SOW will set forth the relevant project details.  Project completion will be upon delivery of the final reports, which final reports package will be delivered to Client  electronically via the Software.  Final report delivery occurs upon the earlier of: (i) acceptance of the preliminary  reports by Client or (ii) ten (10) business days after the date of preliminary report delivery, at which time the  DocuSign Envelope ID: 02EEC888-C962-4FC9-A4CA-BF568439A052 AssetWorks Complete Property Appraisal Solution  Orange County, NC  16      preliminary reports are then deemed the final reports. AssetWorks may provide valuation services through  alternative processes.    1.4.2  Summary Appraisal Report.  AssetWorks will provide Client with a ‘Summary Appraisal Report’ in the final  reports  package  (described  in  Section  1.4.1)  which  will  include effective dates, value definitions, valuation  methodology, summary values, general assumptions and limiting conditions for the valuation findings provided.    1.4.3  Property and Asset Access.  Client agrees to cooperate with AssetWorks in providing access to Client’s  property and assets as required for AssetWorks to perform the Appraisal Services.  Failure to provide such access  will cause delay and be subject to additional fees.    1.4.4  Client Responsibilities.  Client is responsible for maintaining a backup of Client Data (defined in Section 2.4)  on its computer system.  AssetWorks will not be responsible for loss of or damage to any data or loss of use of any  computer or network systems. Client acknowledges that AssetWorks’ performance and delivery of the Appraisal  Services are contingent upon: (i) Client providing safe and hazard‐free access to its personnel, facilities, equipment,  hardware, software, network, and Client Data and (ii) Client’s timely decision‐making, notification of relevant issues  or information, and granting of required approvals. Customer will promptly obtain and provide to AssetWorks any  required licenses or approvals necessary for AssetWorks’ performance of the Appraisal Services.    2.  Rights and Permitted Use.     2.1  Subscription.  Subject to the terms and conditions of this Agreement, AssetWorks grants to Client a non‐ exclusive and non‐transferable subscription for Authorized Users to access and use the SaaS and Documentation for  Client’s internal business operations. “Authorized Users” mean Client’s employees or independent contractors  working within their job responsibilities or engagement by Client or other end user for which AssetWorks has granted  Client the right to use the SaaS. “Documentation” means documentation in the form of instructions and manuals  provided by AssetWorks, including electronically via a link within the SaaS, that describes the function and use of  the SaaS.     2.2  Restrictions.  Client will not: (i) directly or indirectly decompile, disassemble, reverse engineer, or otherwise  attempt to discover the source code or underlying structure, ideas, know‐how or algorithms relevant to the SaaS,  Software, Documentation, or any data related to the SaaS; (ii) copy, modify, enhance, translate, change the data  structures for or create derivative works from, the SaaS; (iii) rent, lease, sell, or otherwise provide access to the SaaS  to any third party or to anyone other than Client’s Authorized Users; (iv) interfere with or disrupt the integrity or  performance of the SaaS; (v) attempt to gain unauthorized access to the SaaS or its related systems or networks; or  (vi) remove any proprietary notices or labels.     2.3  Ownership.  AssetWorks owns all intellectual property rights in and to: (i) the Software, including all  Updates; (ii) the SaaS; (iii) any Documentation or data related to the Software or the SaaS; (iv) any software,  applications, inventions or other technology provided or developed in connection with the Software or the SaaS;  and (v) the Professional Services.  For clarity, Client obtains no interest in the Software, SaaS, Professional Services,  or Documentation except as expressly provided in this Agreement.    2.4  Client Data.  Client shall retain all right, title, and interest in and to the data which is Client created or owned  and provided to AssetWorks or to which AssetWorks has access in connection with the Professional Services or  Client’s use of the SaaS (“Client Data”).  AssetWorks shall provide guidance to Client in determining the Client Data  required by AssetWorks for purposes of performing the Appraisal Services.  Client agrees to provide AssetWorks  with all Client Data specifically requested, including documentation and information, in a timely manner.  In its  DocuSign Envelope ID: 02EEC888-C962-4FC9-A4CA-BF568439A052 AssetWorks Complete Property Appraisal Solution  Orange County, NC  17      performance of the Professional Services, AssetWorks will rely on the Client Data provided by Client.  AssetWorks  shall assume, without incurring liability therefore, that all Client Data provided by Client is correct and complete.  If  Client provides additional and/or corrected Client Data at a later date, AssetWorks’ efforts with respect to such  additional and/or corrected Client Data shall be deemed additional Appraisal Services and subject to additional fees.  Client grants to AssetWorks a royalty‐free, non‐exclusive, non‐transferable license for the term of this Agreement to  use Client Data to the extent necessary for AssetWorks to provide the SaaS and perform the Professional Services.  Notwithstanding anything to the contrary, AssetWorks shall have the right to collect and analyze data and other  information relating to the provision, use, and performance of various aspects of the SaaS and related systems and  technologies (including, without limitation, information concerning Client Data and data derived therefrom), and  AssetWorks will be free (during and after the term hereof) to: (i) use such information and data to improve and  enhance the SaaS and for other development, diagnostic and corrective purposes in connection with the SaaS and  other AssetWorks offerings, and (ii) disclose such data solely in aggregate or other de‐identified form in connection  with its business.    3.  Test Environment. During the term of this Agreement, AssetWorks will maintain a test environment in  addition  to  the  production  environment.  New  Software  releases  or  patches  are  first  introduced  to  the  test  environment and it is Client’s responsibility to perform testing and report any Errors within ten (10) days.  If Client  does not report any Errors within ten (10) days, the new Software release or patch will then be discharged in the  production environment.  AssetWorks may use the test environment to trouble shoot or configure and test new  functionalities or reports.  If Client requests for AssetWorks to synchronize data between the test and production  environments, additional fees will apply.     4.  Fees and Payment.    4.1  Fees.  Client shall pay AssetWorks the fees set forth in Schedule A, a separate signed quote or SOW, as  applicable.  AssetWorks may increase the fees on an annual basis.  For Appraisal Services, AssetWorks will invoice  seventy percent (70%) of the fees upon completion of the fieldwork portion of the project and the remaining thirty  percent (30%) of fees upon delivery of the preliminary reports.      4.2  Payment.  Client agrees to pay all fees due hereunder within thirty (30) days of the invoice date.  With  regard to any invoiced amount that is not paid when due, AssetW orks reserves the right to charge, and Client agrees  to pay, a late payment fee on the unpaid balance from the due date until paid equal to the lesser of one and one  half percent (1.5%) per month, or the maximum amount allowable by law.  All fees are non‐refundable, except as  otherwise explicitly stated in this Agreement.      5.  Term and Termination.     5.1  Term.  This Agreement shall commence on the Effective Date and continue for a term of one (1) year (“Initial  Term”).  Thereafter, this Agreement shall automatically renew for additional terms of one (1) year (each, a “Renewal  Term”) unless either party provides written notice to the other party at least thirty (30) days prior to the expiration  of the then current Term.  The Initial Term and any Renewal Term are collectively referred to as the “term” of this  Agreement.     5.2  Termination.  Either party may terminate this Agreement immediately upon written notice if the other party  breaches any material provision of this Agreement and does not cure the breach within thirty (30) days after  receiving written notice thereof.     DocuSign Envelope ID: 02EEC888-C962-4FC9-A4CA-BF568439A052 AssetWorks Complete Property Appraisal Solution  Orange County, NC  18      5.3  Effect of Termination.   Upon termination of this Agreement, (i) Client shall immediately cease using the  SaaS and, if applicable, certify to AssetWorks, within thirty (30) days after termination, that Client has deleted or  destroyed any copies of Documentation in its possession; (ii) the Professional Services and all SOWs will be deemed  terminated; (iii) AssetWorks may terminate Client’s access to the SaaS as of the termination date; and (iv) Client may  request for AssetWorks to provide a standard media download of the Client Data entered into the SaaS for an  additional fee charged at AssetWorks’ standard rates. Custom downloads or handling of Client Data are subject to  an additional fee.     5.4  Suspension or Termination of SaaS.  AssetWorks may suspend or terminate Client’s access to the SaaS if  Client fails to pay any fees when due which remain unpaid for thirty (30) days after receipt of written notice.   AssetWorks reserves the right to temporarily suspend the SaaS based on its good faith belief that it is necessary to  protect the integrity of the SaaS.      6.  Confidentiality.    6.1  Confidential Information.  Each party (the  “Disclosing Party”) may from time to time during the term of this  Agreement disclose to the other party (the “Receiving Party”) certain information relating to trade secrets, data,  designs,  drawings,  documentation,  software  (regardless  of  form or  media),  prototypes,  processes,  methods,  concepts, research, development, facilities, employees, vendors, clients, marketing, financials, business activities,  and  other  confidential  or  proprietary  information  (collectively  “Confidential  Information”).    To  the  extent  practicable, the Disclosing Party shall mark and/or identify Confidential Information as confidential or proprietary at  the time of disclosure; provided however, this Agreement shall also apply to information which, based on its nature,  is reasonably expected to be deemed confidential. In addition, the terms of this Agreement shall be deemed  Confidential Information. Furthermore, whether or not so marked or identified, the Software, Documentation and  any related data, and any quantitative analysis of the Software or performance of the Software are deemed the  Confidential Information of AssetWorks, and the Client Data is deemed the Confidential Information of Client.     6.2  Exceptions.  Confidential Information shall not include information that: (a) becomes generally available to  the public through no fault of the Receiving Party; (b) is lawfully provided to the Receiving Party by a third party not  under an obligation of confidentiality; (c) was lawfully possessed by the Receiving Party prior to receiving the  Confidential  Information  from  the  Disclosing  Party,  as  evidenced  by  the  Receiving  Party’s  records;  or  (d)  the  Receiving Party can demonstrate was independently developed by Receiving Party without use of the Disclosing  Party’s Confidential Information.  The Receiving Party may disclose Confidential Information pursuant to applicable  law, regulation, court order, or other legal process; provided, (i) if allowed by law, the Receiving Party has given the  Disclosing Party prompt written notice of such required disclosure so that the Disclosing Party may seek a protective  order  or  other  appropriate  remedy  and  (ii)  the  Receiving  Party discloses  only  that  portion  of  the  requested  Confidential Information that, in the opinion of its legal counsel, it is required to disclose.    6.3  Non‐Disclosure and Non‐Use.  The Receiving Party agrees that it shall not use Confidential Information, or  disclose any Confidential Information to any third party, except as expressly permitted under this Agreement.  The  Receiving Party shall not provide access to the Confidential Information to anyone other than those of its employees,  contractors, and financial and legal advisors who have a need to know, who have confidentiality obligations no less  restrictive than those set forth herein, and who have been informed of the confidential nature of such information.   The Receiving Party shall protect the Confidential Information from unauthorized use, access, or disclosure in the  same manner as it protects its own confidential or proprietary information of a similar nature, and in any event with  at least a reasonable degree of care.    7.  Service Availability.  DocuSign Envelope ID: 02EEC888-C962-4FC9-A4CA-BF568439A052 AssetWorks Complete Property Appraisal Solution  Orange County, NC  19        7.1  The SaaS includes a target scheduled availability of ninety‐nine percent (99%) (exclusive of scheduled  maintenance or any downtime attributable to Client or third parties, or for which AssetWorks is not responsible  including, but not limited to interruptions and delays inherent in internet communications).     7.2  AssetWorks will use commercially reasonable efforts to ensure that the web pages generated with the SaaS  will be served (i.e. delivered from AssetWorks’ internal network or that of its internet service provider) promptly  regardless of the level of traffic to AssetWorks’ servers, subject to outages, communication and data flow failures,  interruptions and delays inherent in internet communications. Client acknowledges that problems with the internet,  equipment, software and network failures, impairments or congestion, or the configuration of Client’s computer  systems, may prevent, interrupt or delay Client’s access to the SaaS or data stored within the SaaS. AssetWorks is  not liable for any delays, interruptions, suspensions, or unavailability of the SaaS or the data stored within the SaaS  beyond AssetWorks’ control, attributable to problems with the internet or the configuration of Client’s computer  systems.    7.3  Client acknowledges that the SaaS is intended to perform with, and AssetWorks provides the SaaS based  upon, the system requirements specified in the Documentation or instructions provided by AssetWorks to Client, as  those may be updated by AssetWorks from time to time. AssetWorks has no liability for failure of the SaaS based  upon Client’s failure to comply with such system requirements.    8.  Data.    8.1  Client is solely responsible for the accuracy, quality, integrity, legality, reliability, and appropriateness of all  Client Data. Client will not send or store infringing, obscene, threatening, libelous or otherwise unlawful or tortious  material, including material that violates third party privacy or intellectual property rights, includes malicious code,  or that will interfere with the integrity of the SaaS.    8.2  Each party agrees that, in the performance of its respective obligations under this Agreement, it shall  comply with the provisions of applicable data protection laws to the extent it applies to each of them. Accordingly,  AssetWorks agrees that it shall: only process Client’s personal data in order to provide the SaaS or in accordance  with any lawful instructions reasonably given by Client from time to time; (ii) implement appropriate technical and  organizational  measures  to protect personal data  against  unauthorized  or  unlawful  processing  and  accidental  destruction or loss; and (iii) as soon as reasonably practicable, refer to Client any requests, notices, or other  communication from data subjects, data protection, or other law enforcement authority, for Client to resolve.  8.3 AssetWorks shall notify Client as soon as reasonably possible upon discovery of any data security incident impacting Client Data. AssetWorks shall not be responsible for any loss or damage to Client Data to the extent that such loss or damage was caused by Client or a third party.   9.  Representations and Warranties.    9.1  General Warranty.  Each party represents and warrants: (i) it has the full power and authority to enter into  this Agreement; (ii) its execution and performance of this Agreement have been duly authorized by all necessary  corporate action on behalf of such party; and (iii) the person signing this Agreement on behalf of such party has the  full authority to do so.    9.2  Limited  Warranty.    AssetWorks  warrants  the  SaaS  will  conform in all material respects to the  Documentation.  The conditions and warranties set forth in this Agreement will not apply if: (i) the SaaS is not used  DocuSign Envelope ID: 02EEC888-C962-4FC9-A4CA-BF568439A052 AssetWorks Complete Property Appraisal Solution  Orange County, NC  20      in accordance with AssetWorks’ instructions, the Documentation, or the terms of this Agreement; (ii) the SaaS is  used in combination with other software, data or products that are incompatible with the SaaS; (iii) the SaaS has  been altered, modified, or converted by anyone other than AssetWorks; or (iv) non‐conformance is caused by (a) a  defect or malfunction in the operating system, database server, web server, network, or other hardware or software  in Client’s computer system used to access the SaaS or (b) Clie nt’s negligence or willful misconduct.  Client’s exclusive  remedy, and AssetWorks’ sole liability, for breach of this warranty shall be for AssetWorks to use commercially  reasonable efforts to correct Errors affecting conformance, provided that Client has given written notice of non‐ conformance to AssetWorks within ninety (90) days of discovery of the Error.  AssetWorks shall, to the extent  reasonably possible and permissible, pass‐through or assign to Client all available warranties it receives from a third  party provider for third party products or services provided by AssetWorks to Client under this Agreement.    9.3  Disclaimer of Warranties.  EXCEPT AS EXPRESSLY PROVIDED IN THIS AGREEMENT, THE SOFTWARE, SAAS,  MAINTENANCE, SOFTWARE SERVICES, APPRAISAL SERVICES, DOCUMENTATION, AND THIRD PARTY PRODUCTS AND  SERVICES,  IF  ANY  AND  AS  APPLICABLE,  ARE  PROVIDED  “AS  IS”,  AND  ASSETWORKS  DISCLAIMS  ALL  OTHER  WARRANTIES AND REPRESENTATIONS, EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, ANY IMPLIED  WARRANTY OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, NON‐INFRINGEMENT OR THAT THE  SOFTWARE,  SAAS,  MAINTENANCE,  SOFTWARE  SERVICES,  APPRAISAL  SERVICES,  DOCUMENTATION,  AND  THIRD  PARTY PRODUCTS OR SERVICES, IF ANY AND AS APPLICABLE, WILL MEET ALL OF CLIENT’S REQUIREMENTS.    9.4  Client Representations.  Client represents that it is fully responsibility for: (a) the content of any Client Data;  (b) selection and implementation of controls, including settings and policies, regarding access rights and use of the  SaaS by Client and its Authorized Users; and (c) Client’s computer system, software, and hardware (e.g., computer  equipment, servers, printers etc.).  AssetWorks assumes no responsibility for the correctness or performance of, or  any resulting incompatibilities with, current or future releases of the Software if Client has made changes to the  system hardware/software configuration which changes affect the performance of the Software or SaaS and were  made without prior notification and written approval by AssetWorks. AssetWorks assumes no responsibility for the  operation or performance of any Client or third‐party hardware or software.    10.  Indemnification.      10.1  AssetWorks will defend and indemnify Client against any claim, action, suit, or proceeding brought by a  third party (“Claim”) to the extent Client’s use of the SaaS within the scope of this Agreement directly infringes a  United States patent or copyright issued to or held by a third party, or misappropriates a trade secret of such third  party; provided, that Client notifies AssetWorks promptly in writing of such Claim and provides AssetWorks with the  sole control, authority, information and assistance necessary to defend or settle such Claim.  10.2 In the event of an infringement Claim, or AssetWorks believes that such a Claim is likely, then AssetWorks shall, at its expense: (i) procure the right for Client to continue using the SaaS; (ii) replace or modify the SaaS so that it becomes non-infringing, without materially decreasing the functionality of the SaaS; or (iii) if neither (i) or (ii) is commercially practical, then, at AssetWorks’ sole option, terminate this Agreement and refund a portion of the SaaS fee paid by Client for the period in which the SaaS was affected by such infringement. 10.3 AssetWorks will not be liable for any infringement Claim based upon any (i) modification of the SaaS made by anyone other than AssetWorks; (ii) use of the SaaS in combination with any software or other technology not supplied by AssetWorks or in which the SaaS was not intended to be used as specified in the Documentation, to the extent such Claim would not have arisen but for such combination (regardless of whether or not AssetWorks has advised Client that such use would likely result in a Claim of infringement by a third party); or (iii) use of the SaaS contrary to the terms of this Agreement or the Documentation. DocuSign Envelope ID: 02EEC888-C962-4FC9-A4CA-BF568439A052 AssetWorks Complete Property Appraisal Solution  Orange County, NC  21      10.4 THE FOREGOING STATES ASSETWORKS’ SOLE AND EXCLUSIVE LIABILITY AND THE SOLE AND EXCLUSIVE REMEDY OF CLIENT WITH RESPECT TO ANY CLAIM OF INFRINGEMENT OR MISAPPROPRIATION OF INTELLECTUAL PROPERTY RIGHTS OR PROPRIETARY RIGHTS OF ANY THIRD PARTY.   10.5  Client shall defend and indemnify AssetWorks from and against any and all Claims, liabilities, damages,  costs, and expenses, including reasonable legal fees, arising from or related to the exclusions set forth in Section  10.3 or any violation of Sections 2.2 or 8.1.     11.  Limitation of Liability.    11.1  Neither party shall be liable for any indirect, incidental, consequential, exemplary, special, or punitive  damages including, without limitation, any damages resulting from loss of use, loss of business, loss of revenue, loss  of profits, or loss of data, even if a party has been advised of the possibility of such damages.    11.2  AssetWorks’ entire liability under this Agreement or in any way related to the SaaS, Maintenance, Software  Services, or Appraisal Services will be limited to direct damages in an amount equal to the fees paid by Client to  AssetWorks pursuant to this Agreement during the twelve (12) month period immediately preceding the Claim.     12.  General.    12.1  Governing Law.  This Agreement shall be governed by and interpreted in accordance with the laws of the  State of New York without regard to conflicts of law principles.     12.2  Severability.    If  any  provision  of  this  Agreement  is  held by  a  court  of  competent  jurisdiction  to  be  unenforceable for any reason, such provision will be changed and interpreted to accomplish the objectives of such  provision  to  the  greatest  extent  possible  under  applicable  law and  the  remaining  provisions  hereof  shall  be  unaffected and remain in full force and effect.    12.3  Modification and Waiver.  Any modification, amendment, supplement, waiver, or other change to this  Agreement must be in writing and signed by duly authorized representatives of each party.  Any waiver or failure to  enforce any provision of this Agreement on any occasion shall not be deemed a waiver of any other provision or of  such provision on any other occasion.    12.4  Assignment.  Neither party may assign any of its rights or obligations hereunder, whether by operation of  law or otherwise, without the other party’s prior written consent, which shall not be unreasonably withheld;  provided, however, either party may assign this Agreement in its entirety, without the other party’s consent, in  connection with a merger, acquisition, corporate reorganization, or sale of all or substantially all of its assets.  This  Agreement shall be binding upon and inure to the benefit of the successors in interest and permitted assigns of the  respective parties.    12.5  Remedies.  The parties agree that monetary damages are an inadequate remedy for breach of Sections 2  and 6, and further recognize that any such breach would cause irreparable injury for which there would be no  adequate remedy at law; therefore, the parties agree that the non‐breaching party may seek equitable remedies,  including, without limitation, injunctive relief and specific performance (without obligation to post a bond) from a  court of competent jurisdiction, in addition to other remedies available at law or in equity.      DocuSign Envelope ID: 02EEC888-C962-4FC9-A4CA-BF568439A052 AssetWorks Complete Property Appraisal Solution  Orange County, NC  22      12.6  Survival.    All  provisions  of this Agreement, which by their  nature  should  survive  termination  of  this  Agreement, will so survive.     12.7  Force Majeure.  Neither party shall be in breach of this Agreement, nor liable for delay in performing or  failure to perform any of its obligations under this Agreement, if such delay or failure result from unforeseeable  events, circumstances, or causes beyond its reasonable control, including, but not limited to: natural hazards or acts  of nature (such as floods, fires, earthquakes, hurricanes, or explosions); governmental acts or omissions (such as  expropriation, condemnation, and changes in laws or regulations); acts of war (whether declared or undeclared);  acts of the public enemy and terrorism; strikes and labor disputes; civil commotion; epidemics, pandemics and  quarantine; infrastructure failures (such as transportation, energy, or breakdown of communication facilities); and  delays of either party’s suppliers for like causes; provided, that the party affected by such failure or delay gives the  other party prompt written notice of the cause and uses commercially reasonable efforts to correct such failure or  delay within a reasonable period of time.    12.8  Headings.  The headings and subheadings contained herein are inserted for convenience of reference only  and shall in no way be construed to be interpretations of terms.    12.9  Notices.  All notices under this Agreement shall be in writing and shall be deemed given upon personal  delivery, delivery by prepaid overnight courier, facsimile or electronic mail transmission with receipt acknowledged,  or three (3) business days after deposit in the mail via first class mail postage prepaid to the intended recipient at its  address listed above or other such address as the parties may indicate in writing.    12.10  Entire Agreement.  This Agreement, including schedules or other attachments hereto and any amendments  or written documentation executed by the parties, are the final, complete, and exclusive agreement between the  parties  relating  to  the  subject  matter  hereof,  and  supersede  all  prior  or  contemporaneous  proposals,  understandings, representations, warranties, promises, and other communications, whether oral or written, relating  to such subject matter.    12.11  Counterparts.  This Agreement, and any amendment or waiver of the terms hereof, may be signed in  counterparts, each of which will constitute an original and all of which together will constitute one and the same  instrument.  Any signature may be delivered by facsimile or electronic format, which will have the effect of an original  signature.      The parties, through their authorized representatives, have executed this Agreement as of the Effective Date.    Client          AssetWorks Risk Management Inc.      By: _________________________________    By:  ________________________________    Name:         Name: ______________________________    Title: _______________________________    Title: _______________________________    Date: _______________________________    Date: _______________________________  DocuSign Envelope ID: 02EEC888-C962-4FC9-A4CA-BF568439A052 General Manager 12/13/2022 Christian Gutierrez 12/14/2022 County Manager Bonnie Hammersley 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. 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. OTHER: (Per accident) (Ea accident) $ $ N / A SUBR WVD ADDL INSD THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. $ $ $ $PROPERTY DAMAGE BODILY INJURY (Per accident) BODILY INJURY (Per person) COMBINED SINGLE LIMIT AUTOS ONLY AUTOSAUTOS ONLY NON-OWNED SCHEDULEDOWNED ANY AUTO AUTOMOBILE LIABILITY Y / N WORKERS COMPENSATION AND EMPLOYERS' LIABILITY OFFICER/MEMBER EXCLUDED? (Mandatory in NH) DESCRIPTION OF OPERATIONS below If yes, describe under ANY PROPRIETOR/PARTNER/EXECUTIVE $ $ $ E.L. DISEASE - POLICY LIMIT E.L. DISEASE - EA EMPLOYEE E.L. EACH ACCIDENT EROTH-STATUTEPER LIMITS(MM/DD/YYYY)POLICY EXP(MM/DD/YYYY)POLICY EFFPOLICY NUMBERTYPE OF INSURANCELTRINSR DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) EXCESS LIAB UMBRELLA LIAB $EACH OCCURRENCE $AGGREGATE $ OCCUR CLAIMS-MADE DED RETENTION $ $PRODUCTS - COMP/OP AGG $GENERAL AGGREGATE $PERSONAL & ADV INJURY $MED EXP (Any one person) $EACH OCCURRENCE DAMAGE TO RENTED $PREMISES (Ea occurrence) COMMERCIAL GENERAL LIABILITY CLAIMS-MADE OCCUR GEN'L AGGREGATE LIMIT APPLIES PER: POLICY PRO-JECT LOC CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY) CANCELLATION AUTHORIZED REPRESENTATIVE ACORD 25 (2016/03) © 1988-2016 ACORD CORPORATION. All rights reserved. CERTIFICATE HOLDER The ACORD name and logo are registered marks of ACORD HIRED AUTOS ONLY 10/20/2022 Marsh Canada Limited 120 Bremner Blvd., Suite 800Attn: Canada.Certrequest@marsh.comToronto, ON, M5J 0A8 CN102165922--GAWUP-22-23 Assetw Federal Insurance Company Great Northern Insurance Company 20303 20281 AssetWorks Risk Management Inc. 400 Holiday Drive Suite 200Pittsburgh, PA 15220 HOU-003961040-06 2 , X X 9950-48-39 09/27/2022 09/27/2023 1,000,000 25,000 1,000,000 1,000,000 B X X X X X 73600397 09/27/2022 09/27/2023 1,000,000 A X X 9365-24-30 09/27/2022 09/27/2023 5,000,000 5,000,000 A N 7176-4342 09/27/2022 09/27/2023 1,000,000 1,000,000 1,000,000 A Technology E&O Professional Liability and 9950-48-39 09/27/2022 09/27/2023 SIR Limit 5,000,000 5,000,000 EVIDENCE OF INSURANCE THE US COMMERCIAL GENERAL LIABILITY POLICY, US AUTOMOBILE POLICY, US WORKER'S COMPENSATION & EMPLOYER'S LIABILITY POLICY AND PROFESSIONAL LIABILITY AND TECHNOLOGY E&O INCLUDING CYBER LIABILITY POLICY HAVE BEEN PLACED BY SERVICE OF MARSH USA INC. MARSH CANADA LIMITED HAS ONLY ACTED IN THE ROLE OF A CONSULTANT TO THE CLIENT WITH RESPECT TO THESE PLACEMENTS WHICH ARE INDICATED HERE FOR YOUR CONVENIENCE. 1,000,000 2,000,000 X A TO WHOM IT MAY CONCERN of Marsh USA Inc. ASSETWORKS RISK MANAGEMENT INC. 400 Holiday Drive Suite 200 PITTSBURGH, PA 15220 DocuSign Envelope ID: 02EEC888-C962-4FC9-A4CA-BF568439A052