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2024-014-E-Housing Dept-Pee Wee Homes-Development Agreement
DocuSign Envelope ID: 2470B4D3-16AA-49CA-B55A-C3624B96715F DocuSign Envelope ID: 2470B4D3-16AA-49CA-B55A-C3624B96715F DocuSign Envelope ID: 2470B4D3-16AA-49CA-B55A-C3624B96715F DocuSign Envelope ID: 2470B4D3-16AA-49CA-B55A-C3624B96715F DocuSign Envelope ID: 2470B4D3-16AA-49CA-B55A-C3624B96715F DocuSign Envelope ID: 2470B4D3-16AA-49CA-B55A-C3624B96715F DocuSign Envelope ID: 2470B4D3-16AA-49CA-B55A-C3624B96715F DocuSign Envelope ID: 2470B4D3-16AA-49CA-B55A-C3624B96715F DocuSign Envelope ID: 2470B4D3-16AA-49CA-B55A-C3624B96715F DocuSign Envelope ID: 2470B4D3-16AA-49CA-B55A-C3624B96715F DocuSign Envelope ID: 2470B4D3-16AA-49CA-B55A-C3624B96715F DocuSign Envelope ID: 2470B4D3-16AA-49CA-B55A-C3624B96715F DocuSign Envelope ID: 2470B4D3-16AA-49CA-B55A-C3624B96715F DocuSign Envelope ID: 2470B4D3-16AA-49CA-B55A-C3624B96715F DocuSign Envelope ID: 2470B4D3-16AA-49CA-B55A-C3624B96715F DocuSign Envelope ID: 2470B4D3-16AA-49CA-B55A-C3624B96715F DocuSign Envelope ID: 2470B4D3-16AA-49CA-B55A-C3624B96715F DocuSign Envelope ID: 2470B4D3-16AA-49CA-B55A-C3624B96715F DocuSign Envelope ID: 2470B4D3-16AA-49CA-B55A-C3624B96715F DocuSign Envelope ID: 2470B4D3-16AA-49CA-B55A-C3624B96715F DocuSign Envelope ID: 2470B4D3-16AA-49CA-B55A-C3624B96715F DocuSign Envelope ID: 2470B4D3-16AA-49CA-B55A-C3624B96715F DocuSign Envelope ID: 2470B4D3-16AA-49CA-B55A-C3624B96715F DocuSign Envelope ID: 2470B4D3-16AA-49CA-B55A-C3624B96715F DocuSign Envelope ID: 2470B4D3-16AA-49CA-B55A-C3624B96715F DocuSign Envelope ID: 2470B4D3-16AA-49CA-B55A-C3624B96715F DocuSign Envelope ID: 2470B4D3-16AA-49CA-B55A-C3624B96715F DocuSign Envelope ID: 2470B4D3-16AA-49CA-B55A-C3624B96715F DocuSign Envelope ID: 2470B4D3-16AA-49CA-B55A-C3624B96715F DocuSign Envelope ID: 2470B4D3-16AA-49CA-B55A-C3624B96715F DocuSign Envelope ID: 2470B4D3-16AA-49CA-B55A-C3624B96715F DocuSign Envelope ID: 2470B4D3-16AA-49CA-B55A-C3624B96715F DocuSign Envelope ID: 2470B4D3-16AA-49CA-B55A-C3624B96715F DocuSign Envelope ID: 2470B4D3-16AA-49CA-B55A-C3624B96715F Revised 04/23 1 ORANGE COUNTY—INTERNAL USE ONLY ______________________________________________________________________________ Finance Information Vendor Name: Pee Wee Homes Vendor Contact Person: Hudson Vaughan Phone: (919) 590-9023 Address: 8410 Merin Rd City Chapel Hill State: NC Zip: 27516 Department: Housing Amount: $50,000 Purpose: Budget Code(s): 32-32473020-789040-47321 Vendor # 734514 Vendor Status with NCSOS: Vendor is a BOCC consultant: Yes No Contract Details Contract Type: New Amendment (Original Contract: ) (Most Recent Amendment ) Effective Date December 15, 2023 End Date Notice Date (Notice Purpose ) Award Approved by Board (Agenda Date: January 1, 2023); Made or Administered by Signature Authority - BOCC Express Delegation (Agenda Date: ) - Policy 9.4: Under $5,000; Service Under $90,000; Construction Under $250,000 - Budget Policy Section XV (Capital Improvement Project: ) Bidding Informal Bidding ($30k-$90k); Formal RFP ($90k+); Other (<$30k); Exception(# ) Department Affirmation 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. Services related to this agreement have already begun or been completed. Description of the nature of the emergency condition that was addressed: Department Director’s Signature ________________________________________ Date: ________ Information Technologies This agreement has been reviewed and is approved as to information technology content and specifications: Office of the Chief Information Officer___________________________________ Date: ________ Inapplicable because no hardware/software purchases or related services 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 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: Received for record retention: Office of the Clerk to the Board __________________________________________Date:_________ DocuSign Envelope ID: 2470B4D3-16AA-49CA-B55A-C3624B96715F 1/2/2024 1/2/2024 1/5/2024 1/5/2024 ANY PROPRIETOR/PARTNER/EXECUTIVEOFFICER/MEMBER EXCLUDED? INSR ADDL SUBRLTR INSD WVD PRODUCER CONTACTNAME: FAXPHONE(A/C, No):(A/C, No, Ext): E-MAILADDRESS: INSURER A : INSURED INSURER B : INSURER C : INSURER D : INSURER E : INSURER F : POLICY NUMBER POLICY EFF POLICY EXPTYPE OF INSURANCE LIMITS(MM/DD/YYYY) (MM/DD/YYYY) AUTOMOBILE LIABILITY UMBRELLA LIAB EXCESS LIAB WORKERS COMPENSATIONAND EMPLOYERS' LIABILITY DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) AUTHORIZED REPRESENTATIVE EACH OCCURRENCE $ DAMAGE TO RENTEDCLAIMS-MADE OCCUR $PREMISES (Ea occurrence) MED EXP (Any one person) $ PERSONAL & ADV INJURY $ GEN'L AGGREGATE LIMIT APPLIES PER:GENERAL AGGREGATE $ PRO-POLICY LOC PRODUCTS - COMP/OP AGGJECT OTHER:$ COMBINED SINGLE LIMIT $(Ea accident) ANY AUTO BODILY INJURY (Per person) $ OWNED SCHEDULED BODILY INJURY (Per accident) $AUTOS ONLY AUTOS HIRED NON-OWNED PROPERTY DAMAGE $AUTOS ONLY AUTOS ONLY (Per accident) $ OCCUR EACH OCCURRENCE CLAIMS-MADE AGGREGATE $ DED RETENTION $ PER OTH-STATUTE ER E.L. EACH ACCIDENT E.L. DISEASE - EA EMPLOYEE $ If yes, describe under E.L. DISEASE - POLICY LIMITDESCRIPTION OF OPERATIONS below INSURER(S) AFFORDING COVERAGE NAIC # COMMERCIAL GENERAL LIABILITY Y / N N / A (Mandatory in NH) SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF,NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. 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. THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: CERTIFICATE HOLDER CANCELLATION © 1988-2015 ACORD CORPORATION. All rights reserved.ACORD 25 (2016/03) CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY) $ $ $ $ $ The ACORD name and logo are registered marks of ACORD PEEWEE1 OP ID: NJE 11/22/2023 Natalie Engelhart The Sorgi Insurance Agency 16 Consultant Place Suite 102 Durham, NC 27707 James E. Sorgi, CIC 919-682-4814 919-682-4906 natalie@sorgiinsurance.com Erie Insurance Pee Wee Homes8410 Merin Rd.Chapel Hill, NC 27516 A X 1,000,000 X X Q610141888 10/26/2023 10/26/2024 1,000,000 5,000 1,000,000 2,000,000 X 2,000,000 Orange County, its officers, agents and employees are included as additionalinsureds as required by written contract as respects work performed by the named insured. ORANGEC Orange County 300 W. Tryon Street P O Box 8181 Hillsborough, NC 27278 919-682-4814 DocuSign Envelope ID: F0173FA0-7E4E-4268-804F-F1D567D87EB7DocuSign Envelope ID: 2470B4D3-16AA-49CA-B55A-C3624B96715F JJ1089 Mailing name and address for Insured EPP4029 (Ed. 10/19)ERIE INSURANCE Erie Insurance Company NAICCode 26263 PEE WEE HOMES PO BOX 17102 CHAPEL HILL NC 27516-7102 PLEASE READTHISNOTICE CAREFULLY. IMPORTAN T NOTICE TOPROPERTY INSURANCE POL ICYHOLDERS- NO FLOOD,EARTHQUAKE,MUDSLIDE,MUDFLOW ,LANDSLIDE COVERAGE THE FOLLOWING WARNING IS PROVIDED IN ACCORDANCE WITH NORTH CAROLINA LAW: "WARNING: THIS PROPERTYINSURANCE POLICYDOES NOT PROTECT YOU AGAINST LOSSES FROM FLOODS, EARTHQUAKES, MUDSLIDES, MUDFLOWS, OR LANDSLIDES. YOU SHOULD CONTACT YOUR INSURANCE COMPANY OR AGENT TO DISCUSS YOUR OPTIONS FOR OBTAINING COVERAGE FOR THESE LOSSES. THIS IS NOT A COMPLETE LISTING OF ALL OF THE CAUSES OF LOSSES NOT COVERED UNDER YOUR POLICY. YOU SHOULD READ YOUR ENTIRE POLICY TO UNDERSTAND WHAT IS COVERED AND WHAT IS NOT COVERED." PLEASE NOTE: You may disregard the portion of the WARNING in the above IMPORTANT NOTICE that pertains to losses from FLOOD, but only with respect to the building or contents for which coverage is specifically shown in the Declarations. You may disregard the portion of the WARNING in the above IMPORTANT NOTICE that pertains to losses from EARTHQUAKE, but only with respect to the building or contents for which coverage is specifically shown in the Declarations. DocuSign Envelope ID: F0173FA0-7E4E-4268-804F-F1D567D87EB7DocuSign Envelope ID: 2470B4D3-16AA-49CA-B55A-C3624B96715F JJ1089 Mailing name and address for Insured Other Interest As listed under Schedule of Other Interests Erie Insurance Company NAICCode 26263 Coverage provided by Erie Insurance Company 100 Erie Insurance Place Erie, PA 16530 erieinsurance.com Processed on: 08/14/2023 CONTINUEDONNEXT PAGE 28 ErieSecure BusinessPolicy Declarations Renewal Certificate -Coinsurance Contract PEE WEE HOMES PO BOX 17102 CHAPEL HILL NC 27516-7102 Named Insureds full name PEE WEE HOMES Legal entity Corporation Agent Policyperiod Policy number JJ1089 THE SORGI INSURANCE AGENCYINC 10/26/2023 to 10/26/2024 Q61 0141888 Agent address and phone THE SORGI INSURANCE AGENCYINC 16 CONSULTANT PLSTE102 DURHAM,NC 27707 Policy period begins at 12:01 A.M. standard time on the effectiv e date and ends at 12:01 A.M. standard time on the expiration date.Standard time is determined at the stated address of the Named Insured. Agency email address info@sorgiinsurance.com Agency website http://www.sorgiinsurance.com The insuranceapplies to those premises described below. This is subjecttoallapplicable terms of the policy and attached forms and endorsements. Policy Discounts Loyalty discount Payment plan Premium Summary Total net premium:$1,458 Final premium:$1,458.00 (This is not a bill. Your inv oice will follow in a separate mailing.) DocuSign Envelope ID: F0173FA0-7E4E-4268-804F-F1D567D87EB7DocuSign Envelope ID: 2470B4D3-16AA-49CA-B55A-C3624B96715F Processed on: 08/14/2023 (See reverse side)38 Insured name:PEE WEE HOMES Policy number:Q61 0141888 Policy period:10/26/2023 to 10/26/2024 Page 3 of 8 LiabilityProtection Commercial general liabilitycoverage Coverage Deductible Limit Bodilyinjury and property damage $1,000,000 Each occurrence Personal and advertising injury $1,000,000 Any one person or organization Medical expense payments $5,000 Any one person Damage topremisesrentedtoyouFire legalliability $1,000,000 Any one premises General aggregate $2,000,000 Products Completed operations aggregate $2,000,000 Non-owned andhired automobile liabilityIncluded Damage tocustomers autos -Legalliability $200 Included PolicyOptional Coverages and Exclusions Coverage Deductible Limit Additional insured-Specified operations Automatic status for other parties when required in written agreementwith you (EPP1802) Exclusion -Perfluoroalkyl andPolyfluoroalkylSubstances (PFAS) PropertyProtection Risk information for Location 1-Building 1 Address:506MITCHELL LN City/State:CHAPELHILL, NC Zip code: 27516 County:Orange Property deductible*: $1,000 Production or process machinery deductible:$1,000 Production or process machinery deductible -Income protection:1x day Windstorm/Hail: Property deductible Insured interest: Building owner Year built: 2022 Occupancy/Operations: 63011 Dwelling -lessor'srisk only -two family -lessor'srisk Automatic adjustment of building coverage:9% *Property deductible applies unless otherwise indicated below. Location 1-Building 1 summary Coverage Deductible Limit Propertycoverage part Building:Comprehensive perils, 80%coinsurance,Replacement cost $252,000 DocuSign Envelope ID: F0173FA0-7E4E-4268-804F-F1D567D87EB7DocuSign Envelope ID: 2470B4D3-16AA-49CA-B55A-C3624B96715F Processed on: 08/14/2023 CONTINUEDONNEXT PAGE 48 Insured name:PEE WEE HOMES Policy number:Q61 0141888 Policy period:10/26/2023 to 10/26/2024 Page 4 of 8 Risk information for Location 2-Building 1 Address:601CRAIGST City/State:CHAPELHILL, NC Zip code: 27516 County:Orange Property deductible*: $1,000 Production or process machinery deductible:$1,000 Production or process machinery deductible -Income protection:1x day Windstorm/Hail: Property deductible Insured interest: Building owner Year built: 2018 Occupancy/Operations: 63011 Dwelling -lessor'srisk only -two family -lessor'srisk Automatic adjustment of building coverage:9% *Property deductible applies unless otherwise indicated below. Location 2-Building 1 summary Coverage Deductible Limit Propertycoverage part Building:Comprehensive perils, 90%coinsurance,Replacement cost $175,000 DocuSign Envelope ID: F0173FA0-7E4E-4268-804F-F1D567D87EB7DocuSign Envelope ID: 2470B4D3-16AA-49CA-B55A-C3624B96715F Processed on: 08/14/2023 (See reverse side)58 Insured name:PEE WEE HOMES Policy number:Q61 0141888 Policy period:10/26/2023 to 10/26/2024 Page 5 of 8 Risk information for Location 3-Building 1 Address:106HILL ST City/State:CARRBORO, NC Zip code: 27510 County:Orange Insured interest: Building owner Occupancy/Operations: 47051 Real estate development property -lessor'srisk Schedule of Other Interests Loss Payee Self Help Ventures Fund Inc. Self Help Ventures Fund Inc. PO BOX 3619 DURHAM NC 27702-3619 RE:Building Location 2Building 1 Additional Insured Additional insured-Specified operations Automatic status for other parties when required in written agreementwith you (EPP1802) Townof Carrboro Townof Carrboro 301 W MAINST CARRBORONC 27510-2029 Additional Insured Additional insured-Specified operations Automatic status for other parties when required in written agreementwith you (EPP1802) Townof ChapelHill Townof ChapelHill 405 MARTINLUTHER KING JR BLVD CHAPELHILL NC 27514-5705 Schedule of Forms Form number Edition date Description CG0001 04/13 CommercialGeneralLiabilityCoverage Form CG2106 05/14 Exclusion -Access or Disclosure of Confidential or Personal Information andData-Related Liability -With LimitedBodilyInjury Exception CG2109 06/15 Exclusion -UnmannedAircraft CG2170 01/15 Cap on Losses fromCertifiedActsofTerrorism CG403205/23 *Exclusion -Perfluoroalkyl andPolyfluoroalkylSubstances (PFAS) EPP0001 10/22 ErieSecure Business PropertyCoverage Part EPP0006 10/19 ErieSecure Business Extra LiabilityCoverages EPP0008 09/23 * Policy Change Endorsement-Exclusions EPP0009 10/19 Exclusion -ProfessionalLiability EPP0010NC 10/22 North Carolina PropertyChange Endorsement EPP0011NC 10/19 * North Carolina LiabilityChange Endorsement EPP0030 07/21 ImportantNotice to North Carolina Policyholders -ErieSecure Business EPP0051 10/19 ImportantNotice -Data Breach Response Expenses Coverage EPP0211 10/19 Loss Payee Provision EPP0222 10/19 Windstorm or Hail-Deductible EPP180210/19 Additional Insured-SpecifiedOperations -Automatic Status for Other Parties when Required in Written Agreementwith You EPP3208 10/19 Exclusion -LeadLiability DocuSign Envelope ID: F0173FA0-7E4E-4268-804F-F1D567D87EB7DocuSign Envelope ID: 2470B4D3-16AA-49CA-B55A-C3624B96715F Processed on: 08/14/2023 68 Insured name:PEE WEE HOMES Policy number:Q61 0141888 Policy period:10/26/2023 to 10/26/2024 Page 6 of 8 Schedule of Forms -(continued) Form number Edition date Description EPP4000NC 10/19 ErieSecure Business Policy -North Carolina EPP4001 10/19 Amendment ofMobileEquipmentDefinition EPP4006 10/19 Coverage for Punitive Damages EPP5003 08/23 *ImportantNotice to Policyholders -ErieSecure Business -Summary of Changes EPP5005 09/23 *ImportantNotice -ErieSecure Business Form Changes -Summary of Changes IL952A 03/21 Cap on Losses fromCertifiedActsofTerrorism IL985H 03/21 * Disclosure Pursuantto Terrorism Risk Insurance Act DocuSign Envelope ID: F0173FA0-7E4E-4268-804F-F1D567D87EB7DocuSign Envelope ID: 2470B4D3-16AA-49CA-B55A-C3624B96715F CLAIMS DIRECTORYPresidentandChiefExecutiveOfficerIfwefailtogiveyouthis promisedservice,pleasedrop us a noteorcalluson ourtoll-free number andtellus aboutit.-------------------------------------------------------------------------CUT ON DOTTEDLINEINTHEEVENT OF AN ACCIDENT ORLOSSHelp any injured. Getnames,addresses,autolicense plate numbers ofinvolved,including all witnesses.Donotdiscuss an accidentwithanyone exceptthepolice or our representative.Protectyour autoandany propertyfromfurtherdamage.Promptlycall thepolice ifsomeone is injured, damage is extensive,or in caseoftheft.In case of"hit-and-run",you mustreporttheaccidenttothepolicewithin24hours or as soon as possible.Notify yourAgentor ERIE ofthe accidentorloss.----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------CUT ON DOTTEDLINE HomeOfficeErie, PA 16530YourAgent:CLAIMS DIRECTORYINTHEEVENT OF AN ACCIDENT ORLOSSHelp any injured. Getnames,addresses,autolicense plate numbers ofinvolved,including all witnesses.Donotdiscuss an accidentwithanyone exceptthepolice or our representative.Protectyour autoandany propertyfromfurtherdamage.Promptlycall thepolice ifsomeone is injured, damage is extensive,or in caseoftheft.In case of"hit-and-run",you mustreporttheaccidenttothepolicewithin24hours or as soon as possible.Notify yourAgentor ERIE oftheaccidentorloss.Ifwefailtogiveyouthis promisedservice,pleasedrop us a noteorcalluson ourtoll-free number andtellus aboutit.PresidentandChiefExecutiveOfficer-- FOLD ---- FOLD --HomeOfficeErie, PA 16530YourAgent:DocuSign Envelope ID: F0173FA0-7E4E-4268-804F-F1D567D87EB7DocuSign Envelope ID: 2470B4D3-16AA-49CA-B55A-C3624B96715F -----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------CUT ON DOTTEDLINE--------------------------------------------------------------------------CUT ON DOTTEDLINECLAIMSERVICE -- For claim service anywhere inU.S.or Canada,call:YourAgentERIE ClaimsService:1-800-FOR-ERIE(1-800-367-3743)ERIEGlassSM(Autoglass only):1-800-552-3743FRAUD FINDERS®(To reportfraud):1-800-368-6696C54ESB 10/19CLAIMSERVICE -- For claim service anywhere inU.S.or Canada,call:YourAgentERIE ClaimsService:1-800-FOR-ERIE(1-800-367-3743)ERIEGlassSM(Autoglass only):1-800-552-3743FRAUD FINDERS®(To reportfraud):1-800-368-6696C54ESB 10/19 DocuSign Envelope ID: F0173FA0-7E4E-4268-804F-F1D567D87EB7DocuSign Envelope ID: 2470B4D3-16AA-49CA-B55A-C3624B96715F