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HomeMy WebLinkAboutAgenda 02-06-24; 6-a - Approval of a Professional Services Contract with Thomas & Hutton Engineering to Provide Civil Design Services for a Greene Tract Master Plan and Approval of Budget Amendment #5-A 1 ORD-2024-002 ORANGE COUNTY BOARD OF COMMISSIONERS ACTION AGENDA ITEM ABSTRACT Meeting Date: February 6, 2024 Action Agenda Item No. 6-a SUBJECT: Approval of a Professional Services Contract with Thomas & Hutton Engineering to Provide Civil Design Services for a Greene Tract Master Plan and Approval of Budget Amendment #5-A DEPARTMENT: Planning and Inspections ATTACHMENT(S): INFORMATION CONTACT: 1. Thomas & Hutton Letter Agreement for Cy Stober, Director, 919-245-2592 Services Perdita Holtz, Deputy Director, 919- 2. Thomas & Hutton Statement of 245-2578 Qualifications 3. Recommended Contract for Professional Services with Thomas & Hutton 4. Resolution of Support — Town of Chapel Hill 5. Year-to-Date Budget Summary PURPOSE: To: 1) receive a historical perspective on activities related to the development of the Greene Tract; 2) discuss and approve a new design services proposal to create a development Master Plan for the Greene Tract; and 3) approve Budget Amendment #5-A to provide for the total cost of the project. BACKGROUND: The Greene Tract is located east of the Rogers Road community within the Town of Chapel Hill's extra-territorial jurisdiction (ETJ). Of the 164-acre parcel, 104 acres is jointly owned by Orange County/Chapel Hill/Carrboro and 60 acres is owned by Orange County (Headwaters Preserve). Over the last 20+ years, the three jurisdictions have invested significant resources to identify and support the goals for the Greene Tract as a resource for the Rogers Road community and the residents of the two towns and Orange County, all of which can be found on the County's dedicated Greene Tract project page and dynamic StoryMap, but featuring the following- - In 2006, the Town of Chapel Hill initiated and led a Rogers Road Small Area Plan Task Force with the Greene Tract partners, resulting in a final report in March 2009; - In 2012, the Historic Rogers Road Neighborhood Task Force led its own small area planning efforts, resulting in a final report in September 2013; - In July 2015, the Jackson Center co-led the Mapping Our Community's Future Report with the Historic Rogers Road Community, which was completed in May 2016; 2 In June 2016, Orange County purchased 60 acres for preservation from the Solid Waste Enterprise Fund ("Headwaters Preserve"); - At the 2016 Assembly of Governments (AOG) Meeting, a suggestion was raised to ask the elected officials of the three jurisdictions to participate in discussions on the Greene Tract; - In 2017, staff examined a potential reconfiguration of the jointly-owned tract and the County-owned tract for the purposes of environmental preservation, potential affordable housing development, and a possible school site; Between 2018 and 2019, the three jurisdictions considered multiple iterations of a joint resolution for the development of the Greene Tract and accompanying Conceptual Plan; Between 2019 and 2020, the three jurisdictions discussed and approved the Greene Tract Resolution for a Path Forward and Interlocal Agreement, identifying land use acreages for the Greene Tract, initiating staff to seek professional services to conduct an environmental assessment, and initiating the drafting of an Interlocal Agreement between the three jurisdictions to provide a decision-making process for the three jurisdictions moving forward; - In April 2020, Orange County contracted with SynTerra to complete the Greene Tract Environmental Assessment, to be delivered in July 2020; In 2021, the Interlocal Agreement (ILA) between Orange County and the Towns of Carrboro and Chapel Hill Regarding the Current and Future Use of the Jointly Owned Greene Tract was executed by all three parties. Among other commitments, it directed staff from all three jurisdictions to work in good faith to "develop a work plan that includes, among other things, a decision point timeline regarding development" of the Greene Tract; - In November 2021, the three local governments adopted a resolution approving a conceptual plan, which identified land uses and acreages to be used as schematic for future planning purposes, including the development of a Master Plan. The 45 acres with frontage on Purefoy Drive and Lizzie Lane were identified for "Development" and the 16 acres with frontage on Merin Road were identified as"Public School and Recreational Site"; and At its November 14, 2023 meeting, the Orange County Board of County Commissioners approved a contract for Gensler and VHB to provide community engagement services to support and realize the Greene Tract Master Plan, with the understanding that a second firm would partner with these consultants and the Greene Tract owners to provide the civil design services for this project. In January 2023, a staff work group operating at the direction of the ILA identified the need to separate the master planning needs for the Greene Tract into professional design services and community engagement services, allowing trained professionals to focus on the respective deliverables and allowing the planning staffs to coordinate their efforts. This would allow the community engagement efforts to focus on a shared vision and mission for the design professionals to utilize in the delivery of a master plan that recommends development footprints, designs, and intensities for this acreage, as directed by the 2021 Greene Tract ILA. 3 Request For Qualifications (RFQ) Process of Evaluation In July 2023, Orange County issued a RFQ to identify a qualified consultant to provide Design Services for the Greene Tract Master Plan on behalf of Orange County and the two Towns. Six Statements of Qualifications were received and evaluated by the proposal review committee composed of Orange County, Town of Chapel Hill, and Town of Carrboro Planning staff. The committee evaluation was based on the following criteria: 1. Past performance of the lead consulting firm on similar planning projects of similar size and scope 2. Adequate and experienced staff and proposed team for the project 3. Current workload and firm capacity 4. Strategy for providing required services 5. Understanding of the area where the project is located and scope of services. Based on the evaluation process, the review committee requested proposals from and interviewed two of the firms, and unanimously recommends Thomas & Hutton Engineering Co. (T&H), for contract award. T&H is a respected and established multidisciplinary firm in the southeast, with 15 locations in Georgia, South Carolina, Tennessee, and North Carolina, including the office in Research Triangle Park that houses the primary staff for this project. T&H merged with Coulter Jewell Thomas in 2022, bringing all principal staff featured in the proposal to T&H. The principal management staff for this project has done work in Orange County, the Town of Chapel Hill, and the Town of Carrboro, including the 2009 Rogers Road Small Area Plan for the Town of Chapel Hill, designing the Homestead Road Residential Community, and leading the engineering and design for the Morgan Creek Greenway Master Plan and Implementation Plans. Summary of Project Scope and Approach Orange County Planning staff negotiated the scope of services and budget with T&H, as reflected in the Letter Agreement of Services (Attachment 1). The T&H proposal is intended to assist Orange County, the Town of Carrboro, and the Town of Chapel Hill with civil design services to create a Greene Tract Master Plan. The intention of both the Greene Tract owners and T&H is to deliver a conceptual plan that can be utilized to define and directly inform a site plan for entitlement with the Town of Chapel Hill to develop the Greene Tract consistent with the terms established by the 2021 Interlocal Agreement including commitments to Public Engagement, Affordable and Mixed Income Housing and other uses, a School Site with Public Recreation, Connectivity, and a Development Agreement; and the 2021 Resolution that affirmed land use needs and goals to promote mixed-income housing opportunities; preserve environmental features; protect historical and cultural resources; promote cost-effective infrastructure; incorporate school and recreation sites; and earmark development areas for mixed income housing and mixed use potential. The design services project features four primary services: 1) Project Coordination and Management, including all data collection and collaboration with the Community Engagement consultant, Gensler; 2) Master Planning — Housing, Recreation and Community support/service center, including the preparation of an executive summary and two (2) "Conceptual Master Plans" for presentation and feedback, that shall feature: a. Residential uses (focus on affordable housing and mixed income housing); 4 b. Non-residential uses (focus on low intensity commercial and services uses); c. Community support uses; d. Open space and recreation; e. Landscaping and buffering; and f. Utilities; 3) Master Planning — School and Recreation Site, including an executive summary and an elementary/flex school site feasibility and suitability assessment for use by the Chapel Hill- Carrboro City Schools; and 4) Connectivity Framework, including an assessment of Prepare a transportation connectivity exhibit, a professional opinion of probable construction costs, and an estimation of likely impacts to the existing transportation network. Both Gensler/VHB and T&H are obligated to work cooperatively on this project, and, while contracted to Orange County, understand that the commitment is to provide a Greene Tract Master Plan that is agreeable to the Town of Carrboro and the Town of Chapel Hill as well. Project Presentation: The consultant will be required to provide biweekly updates to Orange County, participation at up to four meetings/workshops, and presentation at a joint meeting of the three owners and governing bodies, as well as other meetings Orange County directs it to attend. Other community stakeholders represented in both the 2021 Greene Tract ILA and on the Steering Committee may be invited to participate and comment at such meetings, at the discretion of the property owners. T&H requested modifications to the standard allocation of risks within the contract. Planning & Inspections Director Cy Stober negotiated terms deemed acceptable, but the contract now utilizes the American Institute of Architects' professional standards for both ensuring expediency of services rendered and standards of care, specifies what products may be used by the County beyond the project's scope, and alters Orange County's indemnification protections. The County Attorney's Office has reviewed and authorized for the contract to move forward for Board consideration as proposed. FINANCIAL IMPACT: Orange County allocated $367,000 for Greene Tract costs in the FY 2023- 24 Budget. The consulting cost proposal to complete the Greene Tract Master Plan Design Services as presented in the scope of work is $155,000. The Greene Tract Community Services contract with Gensler is $244,800. This creates a total project cost of $399,800. Based on the 2021 Green Tract Interlocal Agreement, the Towns shall reimburse funds to the County based on the adopted cost share agreement of 43% - Orange County, 43% - Chapel Hill, and 14% - Carrboro. Per the approved cost-share agreement for Greene Tract expenses, the resulting total financial impact to Orange County will be $14,104 funded by County Capital Reserves after it is reimbursed for costs by the municipal partners. Budget Amendment #5-A increases the General Fund authorization by $32,800 and County Capital Reserve by $14,104. SOCIAL JUSTICE IMPACT: The following Orange County Social Justice Goals are associated with this item: 5 • FOSTER A COMMUNITY CULTURE THAT REJECTS OPPRESSION AND INEQUITY The fair treatment and meaningful involvement of all people regardless of race or color; religious or philosophical beliefs; sex, gender or sexual orientation; national origin or ethnic background; age; military service; disability; and familial, residential or economic status. • ENSURE ECONOMIC SELF-SUFFICIENCY The creation and preservation of infrastructure, policies, programs and funding necessary for residents to provide shelter, food, clothing and medical care for themselves and their dependents. • CREATE A SAFE COMMUNITY The reduction of risks from vehicle/traffic accidents, childhood and senior injuries, gang activity, substance abuse and domestic violence. • ESTABLISH SUSTAINABLE AND EQUITABLE LAND-USE AND ENVIRONMENTAL POLICIES The fair treatment and meaningful involvement of people of all races, cultures, incomes and educational levels with respect to the development and enforcement of environmental laws, regulations, policies, and decisions. Fair treatment means that no group of people should bear a disproportionate share of the negative environmental consequences resulting from industrial, governmental and commercial operations or policies. • ENABLE FULL CIVIC PARTICIPATION Ensure that Orange County residents are able to engage government through voting and volunteering by eliminating disparities in participation and barriers to participation. ENVIRONMENTAL IMPACT: The following Orange County Environmental Responsibility Goal impacts are associated with this item. • CLEAN OR AVOIDED TRANSPORTATION Implement programs that monitor and improve local and regional air quality by: 1) promoting public transportation options; 2) decreasing dependence on single-occupancy vehicles, and 3) otherwise minimizing the need for travel. • RESULTANT IMPACT ON NATURAL RESOURCES AND AIR QUALITY Assess and where possible mitigate adverse impacts created to the natural resources of the site and adjoining area. Minimize production of greenhouse gases. RECOMMENDATION(S): The Manager recommends that the Board: 1. Authorize the expenditure of up to $155,000 for professional services to provide Design Services for the Greene Tract Master Plan; 2. Approve Budget Amendment #5-A; and 3. Approve and authorize the County Manager to execute and sign the contract (Attachment 3) to provide for the Letter Agreement of Services as detailed in Attachment 1. 6 or THOMAS & HUTTON 2510 Meridian Parkway, Suite 100 Durham, NC 27713 1 91?-582-0368 ww w.thornasandhjttrn:corn November 20, 2023 Mr. Cy Stober Orange County Planning and Inspections Department 131 W. Margaret Lane, Ste 201 Hillsborough, NC 27278 Re: Professional Design Services for Master Planning of the Greene Tract Chapel Hill, NC Letter Agreement for Services Mr. Stober: Thomas & Hutton is pleased to provide Orange County with Professional Design Services for Master Planning of the Greene Tract. This work will entail project coordination, research, analysis, Master Planning and coordination with the Public Engagement Consultant to work with the local community and present to the governing bodies. Our services will consist of Planning, Engineering, and Landscape Architecture services relative to the work as described below for this project, as set forth in the supplemental exhibits attached hereto, and such additional services as you may request during the course of the Project. We understand that you will furnish Thomas & Hutton with full information as to your requirements, including any special or extraordinary considerations for the Project and will make all pertinent existing data available to us. Payment for our services will be as described in the Orange County Services Agreement. You will be billed at the milestone dates established for our services rendered and for Reimbursable Expenses. We propose that payment for our services will be as follows: Fee or Time & Phase Fee Structure Expense Budget Project Coordination and Management Lump Sum $ 65,800.00 Master Planning- Housing, Recreation and Community support/service center Lump Sum $ 54,700.00 Master Planning-School and Recreation Site Lump Sum $ 15,500.00 CLIENT'S INITIALS CONSULTANT'S INITIALS Cy Stober 7 Orange County Planning and Inspections Department Letter Agreement for Services Greene Tract 20 November 2023 Page 2 Connectivity Framework Lump Sum $ 14,000.00 Reimbursable Expenses Allowance $ 5,000.00 SCOPE OF SERVICES The Greene Tract is approximately 61 acre at the end of Purefoy Road, Chapel Hill, NC). It is our understanding that the project will consist of project coordination, research, analysis, Master Planning and coordination with the Public Engagement Consultant to work with the local community and present to the governing bodies. Based on the conceptual nature of the project, the following assumptions have been made in the preparation of this proposal. If these assumptions are determined to be incorrect, additional services will be warranted. • It is assumed that no surveying exists, nor is included in this proposal. • All mapping will be based on existing available GIS Data. • The scope of work will not include detailed Site Design, Site Plan Approvals. Rezonings or Use Permits, Site Engineering Construction Drawings, or any other Permitting for local regulatory agencies. • Stormwater analyses are not included, but conceptual locations will be considered in the Master Planning. • The proposal assumes that the Client will appoint a single point of contact for Client/Consultant communication on this project. . We propose to therefore provide the follow services: 1. Project Coordination and Management • Lead and manage the project and identify one lead staff person as a direct point of contact for local government staff. • Provide biweekly updates to local government staff (two per month). Updates may be provided virtually • Coordinate and meet with specialized staff and planning partners, including, but not limited to, environmental, engineering, planning, transportation, housing, Diversity, Equity, and Inclusion (DEI), and Solid Waste, and the Orange County Affordable Housing Coalition. • Attend meetings with other entities prescribed by Orange County, which may include elected officials, community members, and non-profit housing providers • Prepare a detailed work plan and a schedule for accomplishing the entire scope of work including major milestones, check-ins with the local governments, and decision points. • Prepare necessary data collection, maps, graphics, and exhibits. Orange County, the Town of Chapel Hill, and the Town of Carrboro will become the owners of these documents at the end of the process.The consultant will furnish finished documents CLIENT'S INITIALS J CONSULTANT'S INITIALS Cy Stober $ Orange County Planning and Inspections Department Letter Agreement for Services Greene Tract 20 November 2023 Page 3 (i.e., PDFs) and as available, editable documents (i.e., Word docs), and CAD and GIS shapefiles • Visit the site and local Rogers Road neighborhood, with government staff. • Complete a review and analysis of all existing plans, studies, assessments, and related agenda items prepared by each of the three local governments • Collaboration with the Community Engagement Team to include o Participate in up to 4 meetings/Workshops o Assist with presentation to the 3 governing bodies at a Joint meeting 2. Master Planning- Housing, Recreation and Community support/service center Consultant shall provide a detailed, user-friendly, and visually pleasing Master Plan with a stand-alone executive summary. The draft Master Plan for this phase shall include, at minimum, the following • Vision and mission statements (led by Community Engagement consultant) • Goals and objectives (led by Community Engagement consultant) • Development constraints and opportunities • Development regulations and recommendations, which shall focus on the location, build out potential, density, form architectural, and character of the following community elements. This could take the form of a pattern book. o Residential uses (focus on affordable housing and mixed income o housing) o Non-residential uses (focus on low intensity commercial and services uses) o Community support uses. o Open space and recreation o Landscaping and buffering o Utilities • Specific Deliverables/Actions shall include preparation of 2 Conceptual Master Plans; Presentation of options to Client; Revision and refinement to a single favored plan; Prepare a final color rendered Master Plan suitable for presentation. 3. Master Planning-School and Recreation Site Consultant shall provide a detailed, user-friendly, and visually pleasing Master Plan with a stand-alone executive summary. The draft Master Plan for this phase shall include, at minimum, the following • A School and Recreational Site Assessment that includes: • Working with staff to evaluate 16 acres to determine the feasibility and suitability of the site for a future elementary/flex school. This will include a program needs assessment and a site analysis. • Preparation of a Conceptual Master Plan that focuses on the location of the school and associated recreational facilities on the site and consider connectivity (vehicular, bicycle, pedestrian modes, public transportation, parking). Present to the CHCSS representatives. CLIENT'S INITIALS J CONSULTANT'S INITIALS Cy Stober 9 Orange County Planning and Inspections Department Letter Agreement for Services Greene Tract 20 November 2023 Page 4 4. Connectivity Framework This Phase will entail the assessment of impacts to existing roadway networks using readily available existing data. This does not include a Traffic Impact Analysis. • Coordinate with Town of Chapel Hill on identifying suitable street,sidewalk and trail design criteria from existing Town standards. • Feasibility of the existing network being able to accommodate the anticipated traffic and examine alternate access routes (such as to the east). • Prepare a transportation connectivity exhibit • Prepare an opinion of probable construction costs We propose performing the work described above for a fee of $150,000 including a $5,000 allowance for reimbursables (e.g. printing, mileage). Payment for our services will be as described in the attached General Provisions. You will be billed monthly for our services rendered and for Reimbursable Expenses. This Agreement between Orange County, North Carolina ("Client"), and Thomas & Hutton Engineering Co. ("Consultant" or"Thomas & Hutton"), consisting of the scope of services, General Provisions, Consulting Services Rate Sheet, Orange County Services Agreement, and this Letter Agreement with authorizing signatures, represents the entire understanding between Orange County and Thomas & Hutton with respect to the Project. This Letter Agreement may only be modified if completed in writing and signed by both parties. The parties agree and acknowledge that this Agreement may be executed by electronic signature, and the parties may rely upon such electronic signatures as an original record of signature. Again, we truly appreciate the opportunity to work with you and Orange County on this Project. Respectfully, THOMAS & HUTTON ENGINEERING CO. By - Daniel A. J well, PLA ASLA ji al/Re ional Director By y A derson al CLIENT'S INITIALS J CONSULTANT'S INITIALS Cy Stober 10 Orange County Planning and Inspections Department Letter Agreement for Services Greene Tract 20 November 2023 Page 5 Enclosures: Scope of Services General Provisions Consulting Services Rate Sheet Orange County Service Agreement ACCEPTED: 2023 By TITLE CLIENT'S INITIALS J CONSULTANT'S INITIALS 0 • • n V RFQ No: 367-005390 V Request for Qualifications (RFQ) to Provide Design Services for the Development of the Greene Tract Master Plan ORANGE COUNTY I NORTH CAROLINA ORANGE COUNTY August 25th,2023 13:00 PM NORTH CAROLINA lii w Iain weet i wham, NC 277011919-602-0360 thomasandhutton.com 12 N THOMAS & HUTTON IIIW. MAIN STREET DURHAM, NC 27701 919.682.0368 WWW.THOMASANDHUTTON.COM August 25, 2023 Ms. Jovanna Amaro Ms.Ashley Moncado Orange County 300 West Tryon Street P.O. Box 8181 Hillsborough, NC 27278 Re: Request for Qualifications (RFQ) to Provide Design Services for the Development of the Greene Tract Master Plan I RFQ No: 367-005390 Dear Ms. Jovanna and Ms.Ashley, Coulter Jewell Thames joined Thomas & Hutton Engineering Co. in 2022. We may have a new name, but we assure you we're still the same people offering the same small-firm feel. The only difference is we now have the manpower with more than 450 employees in ten regions across the Southeast. With more resources, relationships, and a "deep bench"of experience to call upon, we're confident in providing professional services to develop a Master Plan for the Greene Tract. We know this project will guide future development and connectivity for Orange County, the Town of Carrboro and the Town of Chapel Hill. Dan Jewell, PLA, Principal-in-Charge, is familiar with every phase of the Chapel Hill's (and Carrboro's) long-range plan development process and implementation policies. Long-time staff members, Wendi Ramsden, PLA, and Jeremy Anderson, PLA, both have over 30 years of experience in working with and for the Town of Chapel Hill. They will lead day-to-day planning, design, public input, and permitting duties for the project, assisted by our in-house engineering and support team. Wendi and Dan developed the Town's Morgan Creek Master Plan for the portion from Merritt's Pasture to Smith Level Road, along Fan Branch to Southern Village, and the Master Plan for Morgan Creek from Smith Level Road to University Lake. Both projects involved a robust level of community engagement, particularly with neighbors originally circumspect about the Greenway going near their homes. Eventually, these neighbors became some of the project's most prominent supporters after being part of the design and decision-making. We also routinely work on projects under NCDOT guidelines and standard specifications and in and adjacent to NCDOT road rights-of-way(including NC 54 and US 15-501). The Thomas & Hutton team offers the following key advantages: We are local with institutional knowledge of the project. We understand the approval process for projects in Orange County, the Town of Chapel Hill, the Town of Carrboro, and those using NCDOT funds and needing to meet NCDOT requirements. Our team worked on the constructed portions of the Morgan Creek Trail and the Master Plan west to University Lake. We are familiar with the area. We honor the Town's commitment to having robust public discussions as part of any civic design project. Our 38 years of design and entitlement experience in the County and Town's has exposed us to many different voices in the community, especially in nearby neighborhoods. We can get the job done through our master planning experience. Our team successfully designed and implemented multiple trail projects throughout central North Carolina over the past three decades, including Chapel Hill, Carrboro, Orange County, and Durham. These greenways run the gamut from rail-trail conversions to side paths along highways, trails along creeks and other environmentally sensitive areas, and natural surface footpaths. We are committed to exceeding your expectations of quality and service. Thank you for your careful consideration. Should you have any questions or require additional information, please contact Dan Jewell at 919-682-0368 or via email at jewell.dC@tandh.com. Very truly yours, THOMAS & HUTTON Dan Jewell, PLA Jeremy Anderson, PLA Principal-in-Charge Project Manager 13 QUALIFICATIONS OF THE FIRM In 6, former US Army Corps of Engineers Officers, Hue Thomas and Joe Hutton,joined forces and opened an engineering ROXBORO firm in the historic city of Savannah, Georgia. Our founders envisioned tremendous opportunities in providing professional consulting services to municipalities in the region, as well as NASHVILLE SMYRNA private entities seeking to develop in the area. Today, Thomas & Hutton stands as one of the most well respected and established ''' MYRTLE BEACH consulting and engineering firms in the Southeast with more than ` ' RKELl 450 employees throughout 10 regions in North Carolina, South EYCBUNTY ' CHARLESTON Carolina, Georgia, and Tennessee. With 77 years of experience, Thomas & Hutton is confident that we have the technology and associated technical resources available to provide the necessary services for the Design Services for the Development of the Greene Tract Master Plan. LOCATION Thomas & Hutton designs infrastructure with the contractThis be managed from Thomas , future in mind. Our talented staff are passionate office lo , .• ,t 111 W Main Street, Durham, NC 27701.Thomas and stand firmly behind designing facilities that & Hutton is a registered business in North , • ultimately create the essential framework of North , • , Department of •rth Carolina Tax healthy and thriving communities. To provide Identification •,. is 251983509. quality professional services and project support to our clients, our technical competencies include With ' ny project, •• • understand local physical stormwater, civil, transportation, environmental, conditions. These incl •_ soils, climate, drainage, • structural and marine engineering, land planning, environmental • • •s. The Thomas ; landscape architecture, land surveying, geographic Hutton _'m has • _ • • experience • information systems (GIS), and construction worked • projects l• . _• • • • ' Making administration. We provide knowledge and expertise us very knowledgeable • environmental • • • • _ in working in, and with, Orange County, the Town of influence _ design, • • and maintenance of projects Carrboro and the Town of Chapel Hill. in the Regarding the design component, our knowledge of permitting . • jurisdictional requirements, • • -• 100% cost-effectiverelationships with local and state permitting officials, will result in a design and efficient permitting • • Employee federal,familiar with • local development stan•. • Owned ordinances • policies 'andwill ensure ' our design - to these standards. 77 YEARS Continuous Business Regions 111112-1 14 Market Sectors 450+ Employees TTHOMAS Request for Qualifications (RFQ) to Provide Design Services for the Development of the 6 Greene Tract Master Plan I RFQ No:367-005390 I Orange County, NC HUTTON 14 CAPABILITIES LANDSCAPELAND PLANNING CIVIL/SITE ARCHITECTURE DEVELOPMENT • Concept Theme Design • Civic & Institutional • Construction Administration • Civic Spaces • Commercial • General Consultation • Community Gardens Master Planned Communities and • Landscape Architecture • Design Development Resorts • Permitting & Entitlement Assistance • Streetscapes Mixed Use • Public & Private Infrastructure • Design (Planting/Hardscape) University&Campus Design Urban • Stormwater Management Inventory&Analysis/Site Selection • Utility Coordination Entitlements Due Diligence o ECONOMIC u GRAPHIC DESIGN0TRANSPORTATION DEVELOPME 1%r • Economic Development Studies • 3D Renderings Roadway, Highway & Interchange • Land Analysis • Aerial Exhibits Design • Site Selection Assistance • Regional Maps Right-of-Way Plans &Staking • Site Certification Programs • Collateral Bicycle & Pedestrian Facility Design • Funding Assistance • Master Plans Bridge Hydraulic Studies • Funding Assistance • Sales Maps Concept Development • RFI Assistance • Campaign Graphics Construction Administration • Conceptual Site Plans • Web Graphics & Publications &Construction Engineering • Entitlement Consultations Inspection Utility Coordination Drainage Design ORG CHART ORANGE COUNTY NORTH CAROLINA - DAN JEWELL, PLA WENDI RAMSDEN, PLA .. Principal-in-Charge Landscape Architect s JEREMY ANDERSON, PLA PRESTON ROYSTER, PE Project Manager Project Engineer L , N, i TTHOMAS Request for Qualifications (RFQ) to Provide Design Services for the Development of the 6 Greene Tract Master Plan I RFQ No:367-005390 I Orange County, NC HUTTON 15 FIRM'S MASTER PLAN EXPERIENCE AMERICAN LEGION PARK MASTER PLAN CHAPEL HILL,NORTH CAROLINA Thomas & Hutton (as CJT)was asked by the Town of Chapel Hill ��� to lead a series of community engagement events Including an - all-day design charrette) to gauge community interest and then Master Plan for acquisition of the American Legion Property for redevelopment as a new Town Park. ! j At the completion of Master Planning, the Town then asked � Thomas & Hutton/CJT to facilitate a six-month long Towne Council and Stakeholder Steering Committee discussion on park � planning and whether there was value in the Town acquiring ��, the property. This also included a follow-up report with cost ' estimates and entitlement steps. Ultimately, the Town decided to purchase the property. *This work was done by Coulter Jewell Thames(CJT)prior to joining Thomas&Hutton SCOTT KING ROAD MASTER PLAN DURHAM, NORTH CAROLINA Current Thomas & Hutton employees, while employed with e another firm, provided a site study to aid Durham Public Schools in determining whether or not an available land parcel was a suitable site for a new middle school. The result of the study was that the parcel was not ideal for school development. The property was not purchased by the school system and the school �- was not built. This work was done by CJT prior to joining Thomas&Hutton EUBANK VILLAGE MIXED USE DISTRICT COMMUNITY WORKSHOPS TOWN OF CARRBOBO,NORTH CAROLINA The Town of Carrboro had determined that it was desirable to create a "Village Mixed Use District" in the Northern part of the — community.After several attempts to interest developers and property Owners to ask for approval of such a District, the Town decided to be proactive and plan for such a district on a willing property owner's land. Largely as a result of the success of the Rogers Road Workshops, the Town again engaged Dan Jewell - and the Durham Area Designers Community Assistance Team to lead a series of neighborhood workshops, a design charette and several follow up meetings with the local neighbors and members of the Board of Aldermen to come up with a prototype plan. The effort led to the adoption of a new neighborhood land use plan and several changes to the Carrboro Land Use Ordinance to facilitate development of the project. *This work was done by CJT prior to joining Thomas&Hutton TTHOMAS Request for Qualifications (RFQ) to Provide Design Services for the Development of the & Greene Tract Master Plan I RFQ No:367-005390 I Orange County, NC HUTTON 16 PROJECT UNDERSTANDING &APPROACH AND SCHEDULE UNDERSTANDING OF THE PROJECT The THOMAS & HUTTON TEAM understands the purpose of this project is to procure professional services to develop a Master Plan for the Greene Tract. The Master Plan shall build upon the Greene Tract goals and conceptual plan contained in the 2021 Resolution adopted by the Town of Carrboro, Town of Chapel Hill, and Orange County, completed site analysis work, and existing plans completed on the Greene Tract and immediate area, including the Historic Rogers Road Neighborhood. PROPOSED METHODOLOGY AND APPROACH Thomas & Hutton will be the primary contracting entity with project tasks served out of our Durham office. To provide the level of service our clients have come to expect, it is important to serve clients from our office with the closest proximity.As each new task order is issued, our Project Manager will work with the County to properly staff the project team. We will work with the County to develop a scope and +t+ fee for the project that is acceptable to all parties. Once a detailed scope is determined, we will hold a project kickoff meeting with County personnel to fully discuss the project, possible challenges, and potential stakeholders. Some projects require more technical staff, while others may require more design staff or increased involvement from other team members. The Project Manager will identify these team members, conduct an internal kick-off meeting with the team t l to clearly communicate roles and responsibilities, and then communicate to the County so that the client (0)—. knows who is working on their project.At the beginning of each project, the Project Manager will also develop a project schedule with the County. Milestones will be discussed, determined, and agreed upon.A project schedule will be published at the commencement of work. The Project Manager will communicate the schedule both internally and with the County to keep the team updated on project progress. GENERAL PROJECT APPROACH Thomas & Hutton will apply our knowledge and experience to produce successful projects as new tasks are assigned through this contract. We have provided a general project approach for a typical project that consists of the following project phases: 1. Project Kickoff and Scope Development POTENTIAL FUTURE SERVICES 2. Data Collection and Mapping 3. Site Analysis 8. Design and Permitting 4. Conceptual Design 9. Bidding and Awarding 5. Technical Analysis 10. Construction Phase Services 6. Present Findings and Recommendations to the Community DETAILED PROJECT TIMELINE Thomas & Hutton intends to complete this project in six months, as requested by the County.A timeline is provided below. TBD If awarded contract: Project kickoff and Scope Development TBD If awarded contract: Contract Approval BOCC TBD If awarded contract: Data Collection and Mapping TBD If awarded contract: Site Analysis TBD If awarded contract: Conceptual Design TBD If awarded contract: Technical Analysis TTHOMAS Request for Qualifications (RFQ) to Provide Design Services for the Development of the s Greene Tract Master Plan I RFQ No:367-005390 I Orange County, NC HUTTON 17 SIMILAR PROJECTS Thomas & Hutton's Durham office (formerly Coulter Jewell Thames) experience extends back to 1985. This timeline follows the 38-year tenure of Principal/Regional Director, Dan Jewell, PLA, serving as project manager or principal on hundreds of projects through the Town's entitlement process, all of which required some measure of facilitating public forums. These projects often called for as many as a half dozen neighborhood meetings each. For over 20 years, team members Wendi Ramsden, PLA, and Jeremy Anderson, PLA, worked for the Town alongside Dan. In addition to the Special Use Permits (SUP) and Conditional Zoning (CZ)Approvals, our team worked directly with the Town of Chapel Hill as our client. Several projects facilitated engagement with neighbors, stakeholder groups, and the Town Council. Those more recent projects include: Morgan Creek Greenway Master Plan and Implementation Plans: The project consisted of a 1.8-mile section of paved multi-use trail for the Town. The trail is a part of the Morgan Creek Greenway in the Chapel Hill trail system, requiring public input, master planning, and trail design from Smith Level Road to Merritt's Pasture. Our assignment encompassed working with the advisory committee, concept design and cost estimating, construction plans, and bidding. The design process for Phases 1 and 2 involved NCDOT oversight. Rogers Road Small Area Plan: Community engagement and master planning were vital components of the historic Rogers Road Neighborhood project. Our team's responsibilities included holding neighborhood meetings to discuss the neighborhood's history and solicit community input on their vision for the future. During the day-long community design workshops, we led teams of residents in creating an ideal concept for the future physical form of the community. The workshops resulted in a summary master plan, report, and presentation of findings to the community and Town Council. American Legion Property Acquisition: The project involved community and stakeholder engagement and planning for the American Legion property on Legion Road to evaluate the feasibility of the Town acquiring the property for use as a park and other benefits. Our team's responsibilities included base mapping and data gathering well as organizing and coordinating stakeholder and community input sessions, including day-long design workshops to arrive at several master plans for the property. Master plan deliverables at this phase included a summary report and plan for presentation back to the neighborhood and Town Council. The Town Council subsequently formed a steering committee which our team led and facilitated for the following summer, resulting in an updated plan, cost estimates, and recommendations to the Town Council. Homestead Road Residential Community: The Town's development of an affordable housing community with various housing types at 2200 Homestead Road began with our team's initial community and stakeholder engagement and planning efforts. Our responsibilities included base mapping and data gathering, arranging stakeholder and community input sessions, and a series of design workshops to create a master plan for the proposed community. Master plan deliverables included a summary report and plan for presentation to the neighborhood and Town Council as well as a follow-up successful CZ application. Chapel Hill Splash Pads: The Town engaged our team to evaluate multiple existing park facilities to determine the feasibility of installing splash pads. Our work comprised data gathering in the form of base mapping at each location; determining the availability of water, sewer, parking, and sufficient space for the facilities; and a summary response to recommendations, including budget estimates.A draft summary report based on our findings was presented to the Town Council at a special public meeting. TTHOMAS Request for Qualifications (RFQ) to Provide Design Services for the Development of the s Greene Tract Master Plan I RFQ No:367-005390 I Orange County, NC HUTTON 18 RESUMES Dan Jewell, PLA Principal-in-Charge 1 111 W Main Street Durham, NC 27701 t Dan is a Principal and Project Manager with 40 years of experience on a wide variety of projects including commercial and office design, residential planning, and site development feasibility studies. His responsibilities include liaison with local governments, public presentations, land planning, site and landscape design and documentation, irrigation system design, site analysis, and cost estimating. Education BS, Landscape Architecture, 1981, Purdue University Project Experience Northside Neighborhood Planning, Chapel Hill, NC, major special use permit, site plan and construction plan Principal-in-Charge and Land Planner for a comprehensive approvals, and final certification for a new 600 student study for neighborhood stabilization and infill development elementary school. opportunities. Lucas Middle School, Durham, NC, New middle school JJ Henderson Towers RAD Conversion, Durham and outdoor athletic facilities on a 150-acre site. Site layout Housing Authority, Durham, NC, Project Manager for and landscape design for school facility and adjacent park site design and approvals for adaptive reuse of an existing athletic fields, streetscape improvements, site permitting, building for a RAD conversion. Responsibilities included civil construction drawings. engineering, landscape architectural design, and site plan approvals on site improvements. Twin Creeks Linear Park, Hillsborough, NC, The client Orange County had previously prepared a master plan for Oldham and Liberty RAD Redevelopment, Durham a regional park on property the County had acquired in Housing Authority, Durham, NC, Project Manager for northern Carrboro. When ARRA Stimulus funding became master planning, site design, and entitlements for a multi- available, the County decided to focus on the multi-use trail phase mixed use community with 500+ mixed income component of the project.An important component of this residential units. Responsibilities included civil engineering, task was to interface between the Client(Orange County), landscape architectural design, and site plan approvals on the Town of Carrboro whose jurisdiction the trail would be site improvements. built in, neighborhood representatives, and Chapel Hill Carrboro Schools. Those stakeholders were involved with Town of Chapel Hill Homestead Road Mixed Residential input in the final design and were satisfied with the outcome. Community, Chapel Hill, NC, Project Manager for master planning, community engagement, site design, and Durham Downtown Police Substation, Durham, NC, Civil entitlements for a multi-phase mixed income residential engineering and landscape architectural design for adaptive community and a new County EMS station. re-use of the existing building. Durham School of the Arts, Durham, NC, Design Lerner School (formerly JCDS), Durham, NC,Approvals, and permitting for multiple expansion and renovation landscape architecture and civil engineering for a 100 improvements at premier Durham High School including student private school and associated parking, infrastructure building expansion, parking and vehicular drop off, and and play areas. athletic field improvements. Montessori Children's House of Durham, Durham, NC, Parkwood Elementary School, Durham, NC, Design of Civil, landscape architecture and local approvals for new all site elements; entitlements including major special use elementary school in southwest Durham. permit, site plan and construction plan approvals, and final certification for the expansion of an existing neighborhood Carol Woods Retirement Community, Chapel Hill, NC, elementary school. Principal-in-charge and project manager for master planning Sandy Ridge Elementary School, Durham, NC, Design of and expansion of 500 resident, 100-acre facility. all site elements; entitlements including rezoning, TTHOMAS Request for Qualifications (RFQ) to Provide Design Services for the Development of the s Greene Tract Master Plan I RFQ No:367-005390 I Orange County, NC HUTTON 19 Jeremy Anderson, PLA Project Manager 1 111 W Main Street Durham, NC 27701 Jeremy has over 20 years of experience as a landscape architect in site analysis and feasibility studies, conceptual master planning, detailed site layout, permitting, construction plans, and sustainable development in the Triangle Region of North Carolina. He is skilled in wetland design, landscape planting design, land development entitlements, cost estimating, and construction inspection for residential, commercial, recreation, and civic projects for public and private clients. Education BS, Landscape Architecture, 1999, North Carolina State University Project Experience Twin Creeks Greenway Trail, Orange County, NC, UNC Childcare Facility, Chapel Hill, NC, Project Manager Landscape Architect responsible for construction and Landscape Architect responsible for design and observation for over 3,000 linear feet of concrete greenway permitting of site improvements associated with a trail, grading operations, erosion control measures, and two-classroom addition to the existing child care facility. installation of a 110' bridge steel span bridge. The project Site Improvements include sidewalk additions, grading, provided an important connection to a public elementary playground areas, and a pocket wetland to treat stormwater school and the growing residential communities around it. run-off. Revolution Mill/Buffalo Creek Greenway, Greensboro, Wake Med Soccer Park, Convenience Stadium—Cary, NC, Landscape Architect and Project Manager responsible NC, Landscape Architect for design and permitting for a new for the site and landscape design, permitting, and Town of Cary restroom and amenity area. The plan consists construction administration for the a portion of the of a new permanent restroom facility, portable restroom North Buffalo Creek Greenway. In association with the trailer area, and stage area for athletic awards. adaptive renovation of the Revolution Mill project, this project included two phases for this section of the City of Forest History Society, Durham, NC, Project Manager and Greensboro Greenway. The design included trail alignment, Landscape Architect for the new headquaters of the Forest a covered boardwalk under an existing North Carolina History Society. Services included due diligence and site Railroad bridge, stream side stabilization, and all require selection consulting, concept plans, site and construction permitting. plans and permitting, and project certification and close-out. ATT Trailhead Park, Cary, NC, Landscape Architect and Waterstone Medical Office Building, Hillsborough, Project Manager responsible for the design and permitting NC, Design, entitlements, and permitting for a single story for a new Town of Cary trailhead and park. The 12 acre 15,000-square-foot medical office building in the Waterstone trailhead park consists of approximately 100 parking spaces, Development. Design included a shared driveway, surface including parking spaces designed for equestrian trailers, parking, stormwater pond, and floating wetlands. a bathroom and picnic shelter, a playground, public art, strormwater management, and greenway/nature trails. The trailhead park provided much needed off-street parking for the rapidly growing area of Cary area. Durham Cemetery Improvements, Maplewood and Beechwood, Durham, NC, Project Manager and Landscape Architect for two separate public cemeteries owned and operated by the City of Durham. The projects consisted of maintenance facilities building additions, stone entry monuments, site and drainage improvements, ADA retrofits, landscape courtyards, and all entitlement/ permitting through the City of Durham. TTHOMAS Request for Qualifications (RFQ) to Provide Design Services for the Development of the s Greene Tract Master Plan I RFQ No:367-005390 Orange County, NC HUTTON 20 Wendi Ramsden, PLA Landscape Architect 1 111 W Main Street Durham, NC 27701 Wendi is a registered landscape architect in North Carolina with over 30 years of experience specializing in site layout, site analysis, master planning, permitting, and construction observation for education, civic/institutional, greenway, and playground/park design projects. Education BA, Landscape Architecture, 1998, University of Maryland BA, Urban and Regional Planning, 1983, University of Western Ontario Project Experience Chapel Hill Splash Pad Feasiblity Study, Project Manager Durham County Main Library, Durham, NC, Project for a study of existing Town-owned sites to determine the Manager and Landscape Architect responsible for site feasibility and cost implications of adding a splash pad design and site permitting of the complete re-visioning of the facility and inclusive playground to the Town's park system. 4-acre main library site in downtown Durham. This included re-orientation of the main entry, entry plaza, outdoor seating Homestead Gardens, Chapel Hill, Project Manager and gathering areas, an outdoor amphitheater, and general and Landscape Architect for a new affordable housing landscaping. Responsible for design development drawings, community on Homestead Road. Project scope includes site site and landscape design, site permitting involving layout and access, site amenities, greenway trail design, approvals through the City of Durham, and construction utilities and stormwater management for a 12-acre site. drawings. Responsibilities include site layout and landscape design, site entitlements and permitting through the Town of Chapel NCCU BN Duke Auditorium, Durham, NC, Redevelopment Hill, and construction drawings. of the street corner to create a point of orientation for the NCCU campus. The project included a new entry SECU Family House Expansion, Chapel Hill, NC, Project courtyard at the BN Duke Auditorium new gallery entry, Manager and Landscape Architect for the expansion of the and new seating courtyard at the Music Rehearsal Wing, existing State Employees Credit Union's (SECU) Family as well as landscaping on the site. Site work was designed House. Responsible for expansion of parking, landscaping, in conjunction with the BN Duke Auditorium expansion. and improvement of pedestrian walkways, paved trails, and Responsibilities included site and landscape design, and the addition of a nature trail with activity centers. Specific site permitting through the City of Durham. responsibilities include site layout and detailing, landscape design, trail design, public and neighborhood meetings, site Lucas Middle School, Durham, NC, Project Manager and permitting through the Town of Chapel Hill, and construction Landscape Architect for a new middle school and outdoor observation. Project is located on land owned by University athletic facilities on a 150-acre site. Responsibilities included of North Carolina.Approvals included coordination with UNC site layout and landscape design for school facility and Facilities Services. adjacent park athletic fields, streetscape improvements, site permitting, construction drawings, and limited construction Morgan Creek Trail Study, Carrboro, NC, Project Manager administraiton. and Landscape Architect for a realignment study for a 2.5-mile greenway multi-use trail from University Lake to Durham County Stadium Renovations, Durham, NC, Smith Level Road along Morgan Creek. Site analysis and Landscape Architect for improvements to a sports stadium. conceptual design included preparation and lead of public Scope of site work included replacement of the grass field meetings for neighborhood input, report preparation, and with an artificial turf field including a new drainage system. presentation to various design review boards and Board of New construction included an entry plaza and ticket sales Aldermen. area for both the home side and visitor side. Security fencing and gates, handicap and priority parking area, bus drop off Sandy Ridge Elementary School, Durham, NC, Project zone, trash collection areas, and landscaping were added to Manager and Landscape Architect for a new LEED Gold the site surrounding the stadium. Responsibilities included certified 600-student elementary school and outdoor design of the site, site permits through the City of Durham, facilities including playgrounds, soccer field, nature trails pedestrian improvement permits through NC DOT, and on a 25-acre site. Served as client liaison for site permitting limited construction administration. and entitlements through City of Durham, site design development, landscape design, and construction drawings. TTHOMAS Request for Qualifications (RFQ) to Provide Design Services for the Development of the & Greene Tract Master Plan I RFQ No:367-005390 I Orange County, NC HUTTON 21 Preston Royster, PE Project Engineer 1 111 W Main Street Durham, NC 27701 t Preston is a Project Manager with 16 years experience in project management and design for a variety of commercial, civic/institutional, educational, public and municipal, and mixed-use developments. His service background includes a full range of engineering and planning services, including site layout, sanitary sewer design, traffic control, stormwater engineering, roadway design, hydraulic modeling and design of water lines, and construction observation on various projects. Preston has extensive experience with designing projects in accordance with local and State water and sewer requirements as well as working in urban areas, addressing utility conflicts, and coordinating work to minimize impacts to adjacent properties. Education BS, Civil Engineering, 2004, North Carolina State University MS, Civil Engineering, 2007, North Carolina State University Project Experience Carol Woods Site Improvements, Chapel Hill, NC, and 75 apartment units (3 buildings). The purpose of this Principal-in-Charge for the modeling and analysis of a project is to provide affordable housing options in the Town campus wide water system and evaluation of available flows of Chapel Hill. The Town of Chapel Hill is the landowner and pressures to provide adequate water turnover and meet and developer for the development. Improvements on the fire flow demands across campus. The analysis identified site include parking lots, sidewalks and ADA accessible opportunities to construct new water mains to reinforce the routes, and recreational amenities including greenway trail, existing campus water system to meet system demands. basketball court, playground, nature trail, and community Construction involved the installation of multiple water garden. In addition, the project involved the coordination of mains. off-site road widening work with approved NCDOT plans, water line extensions to provide domestic water and meet Ronald McDonald House Expansion, Chapel Hill, NC, fire flow demands, sewer main extensions and storm Project Engineer for expansion to the existing Chapel drain piping throughout along with detention for peak flow Hill Ronald McDonald House. The expansion includes attenuation and water quality treatment to meet Town of building, parking, stormwater management, improvement Chapel Hill requirements. of pedestrian walkways and bus stops in the surrounding right of way, and connection to trails on adjacent properties. Rocky Mount Mill, Rocky Mount, NC, Land planning, site Specific responsibilities included design of stormwater design permits, and construction phases for the revitalization control measures, storm drain piping design, and extension of a historic Mill site. Work on this project included floodplain of water and sewer mains and services, site permitting permitting; grading; paving; stormwater drainage and water through the Town of Chapel Hill, and construction drawings. quality treatment; water main replacements, extensions, and modeling; sewer main replacements and extensions; and Expansion of the existing State Employees Credit parking lot improvements. Union's (SECU) Family House, Town of Chapel Hill, NC, Project Manager for expansion of parking, landscaping, Kipp Halifax School, Halifax, NC, Site layout and design and improvement of pedestrian walkways, paved trails, and for a new elementary and middle school including road design of utilities and stormwater control measures. Specific widening; storm drain piping; play fields and athletic responsibilities included design of stormwater control facilities; water main extensions and modeling; sewer main measures, stom drain piping design, and extension of water extensions; and sewer lift station and off-site force main and sewer mains and services, site permitting through the design and permitting. Town of Chapel Hill, and construction drawings. Morgan Creek Greenway, Chapel Hill, NC, Construction Durham County EMS Study and Site Feasibility, plans, bidding, and contract administration for a 1.1-mile Durham, NC, Project Manager for evaluation of multiple section of paved I trail for the Town of Chapel Hill. This potential sites for the feasibility of the construction of a new trail is part of the Morgan Creek Greenway in the Chapel EMS Station for Durham County. This included site analysis Hill trail system and will connect the shopping centers and and schematic designs for each site. commercial facilities with the rest of the trail system. Phase one utilized ARRA funds and was designed with NCDOT Homestead Gardens, Chapel Hill, NC, 122 residential unit oversight. mixed development including 29 townhomes, 18 duplexes, TTHOMAS Request for Qualifications (RFQ) to Provide Design Services for the Development of the s Greene Tract Master Plan I RFQ No:367-005390 I Orange County, NC HUTTON 22 WORKLOAD/ABILITY TO MEET SCHEDULE We understand that time is of the essence and performing the work in a timely manner is key. We will hold meetings with you and your staff at key points along the development of a given project to ascertain feedback, to update schedules and budgets, and to apprise of any issues that may transpire through the project development process. Thomas & Hutton considers the team's workload when assigning staff to serve Orange County. We recognize that well- timed and effective communication is key to the successful completion of any project. We have assessed our team's future availability for this project and are confident in successfully completing all tasks required on a reasonable schedule.As a core principle in our client-care standards, once a team is assigned to a project, we are dedicated to that project until completed. There are no known major pending projects or any anticipated organizational changes that could impact the ability to dedicate personnel and resources needed to complete the tasks for this project in a timely manner. MANAGEMENT OF TIME At Thomas& Hutton, we strive to be viewed as an extension of your staff. The single biggest factor to our success in that endeavor is communication. We communicate frequently with our clients, regulatory agencies, and contractors via telephone, email, and in-person at every opportunity. This mindset guides our approach to accomplishing our work with our clients. Every project will commence with a kick-off meeting to discuss the project, the known obstacles, the end-users, and what makes a successful deliverable. Thomas & Hutton's willingness and desire to understand our clients' needs allows us to proactively resolve potential problems before they become critical issues. Furthermore, we have very close relationships with agency staff and can estimate permitting timeframes based on "real-time". We also maintain close relationships with many qualified general contractors to get input on the state of the local construction industry and project construction schedules. While an unforeseen project cost or delay may arise, we can quickly provide value engineering options and effectively revise the project schedule to stay within budget and minimize the impact to the schedule. In 2017, we increased our dedication to quality control and project tracking by developing a new proprietary project management software, Bloodhound. Our project managers utilize this software to track project progress based on key milestones, invoices, and deliverables.Additionally, project review by experienced professional staff can be requested for construction plans, specifications, reports, and other work product reviews across all our offices. Bloodhound also allows us to leverage Thomas& Hutton's broad and diverse knowledge base to all projects. We strive to manage all our projects from kickoff to completion using Bloodhound to allocate the appropriate resources and ensure timely completion. We have found this process enables us to meet client goals and provide high-quality deliverables. All members identified on the Thomas& Hutton team are available to begin work immediately upon notice to proceed. With our resources, we are always accessible and will assure that project tasks are efficiently completed according to the project scope, schedule, and budget. The following table summarizes the existing workload and availability of the key personnel for the project. Role/TaskAvailability of Key Personnel Name Committed Uncommitted Dan Jewell, PLA Principal-in-Charge 30 % 70 % Jeremy Anderson, PLA Project Manager 35 % 65 % Wendi Ramsden, PLA Landscape Architect 40 % 60 % Preston Royster, PE Project Engineer 50 % 50 % TTHOMAS Request for Qualifications (RFQ) to Provide Design Services for the Development of the s Greene Tract Master Plan I RFQ No:367-005390 I Orange County, NC HUTTON 23 REFERENCES Current Thomas & Hutton employees, while employed with another firm, provided professional services for engineering and landscape architecture for a 1.1-mile section of paved trail for the Town of Chapel Hill. This trail is part of the Morgan Creek Greenway in the Chapel Hill trail system and connects the shopping centers and commercial facilities with the rest of the trail system. The team provided design of reinforced concrete bridge abutments (five bridges), reinforced concrete piers, and wood boardwalks. This project included also included working with the advisory committee, concept design and cost estimating, construction plans, bidding, and construction administration. Phase 1 utilized ARRA funds and was designed with North Carolina Department of Transportation (NCDOT) oversight, OWSA, DENR and the Town of Chapel Hill. *This work was done by CJT prior to joining Thomas&Hutton CLIENT REFERENCE: Chapel Hill Parks and Recreation Department Bill Webster 405 Martin Luther King Jr. Blvd., Chapel Hill, NC,27514 1919-968-2787 PROJECT TIMEFRAME: 2004-2009 Current Thomas& Hutton employees, while employed with another firm, provided professional services for -_ the master planning and community input process for CJT for a 1-mile corridor from University Lake to Smith Level Road as well as with a spur to the new Carrboro _ High School. The resultant analysis,study, and PHAU recommendations led to funding Phase 1 of this trail. The team also prepared construction and engineering '" '"°°° u, Fft 2 drawings, obtained permits, and provided bidding phase services. The project was partially funded by NCDOT. xFr *This work was done by CJT prior to joining Thomas& ,` ' Hutton CLIENT REFERENCE:Town of Carrboro Planning Department Jeff Brubaker 301 W Main Street,Carrboro, NC 27510 919-942-85411 PROJECT TIMEFRAME: 2010 TTHOMAS Request for Qualifications (RFQ) to Provide Design Services for the Development of the HUTTON Greene Tract Master Plan I RFQ No:367-005390 I Orange County, NC 24 Redevelopment of a 12 acre parcel in Downtown Durham to include 500 residential unit, retail, and an urban park. The projects included overall master !� - individualplanning and phases of permi tingandlconnstruct on. The project - was developed through close coordination with the City of Durham and Durham Housing Authority (Owner) and included LIHTC funding and was rr / awarded a Choice Neighborhood Implementation Grant. s Y *This work was done by CJT prior to joining Thomas& Hutton CLIENT REFERENCE: Laurel Street Residential I Lee Cochran 2132 Thrift Rd Suite A, Charlotte, NC 28208 704-561-5225 Icochran()laurelstreetres.com PROJECT TIMEFRAME: 2018-Ongoing Thomas & Hutton is providing professional services for an 80-100 unit affordable housing community sponsored by the Town of Chapel Hill. The project will include a mix of apartments, townhomes and duplexes, and a mix of rental and for-sale product to serve the community. Amenities include a playground, greenway trail, basketball court, and small community " green gathering spaces. Project scope includes site layout and access, site amenities, greenway trail ' design, utilities and stormwater management for a 12-acre site. Responsibilities include site layout and ; landscape design, site entitlements and permitting through the Town of Chapel Hill, and construction drawings. CLIENT REFERENCE: Chapel Hill Affordable Housing Emily Holt 405 Martin Luther King Jr. Blvd. Chapel Hill, NC 27514 919-969-5058 1 eholt_townofchapelhill.orq PROJECT TIMEFRAME: 2019-Ongoing TTHOMAS Request for Qualifications (RFQ) to Provide Design Services for the Development of the & Greene Tract Master Plan I RFQ No:367-005390 Orange County, NC HUTTON 25 Addendum Acknowledgement Form Consultants must acknowledge receipt of addendums posted by Orange County before the RFP/RFQ deadline. Please initial for Addendums received. I. Addendum No 1 fit; Addendum No 2 Addendum No 3 26 Section I: General Government and Administration Policy 10.0: Living Wage Contractor Policy Reviewed by: County Attorney/County Manager Approved by: County Manager Original Effective Date: April 21,2016 Revisions: August 1,2016 Policy Statement It is the policy of Orange County to ensure its employees, and all individuals who provide services for Orange County, are paid a living wage. Purpose To encourage all vendors and contractors to pay a living wage to all employees who perform work pursuant to a contract with Orange County. Applicability Applies to all Orange County contracts and purchases. Policy 10.1 Living Wage 10.1.1 Orange County is committed to providing its employees with a living wage and encourages all contractors and vendors doing business with Orange County to pursue the same goal. Orange County's living wage is as reflected in the adopted Orange County Budget and as that budget document is amended from time to time. To the extent possible, Orange County recommends that contractors and vendors seeking to do business with Orange County provide a living wage to their employees. 10.1.2 Prior to final execution of a contract with Orange County all contractors and vendors seeking to do business with Orange County shall submit to the County's representative a statement indicating whether those employees who will perform work on the Orange County contract are paid at least the living wage amount set out above. If such employees do not make at least the living wage amount set out above the contractor or vendor shall indicate in the statement the actual amount paid to such employees. Forbid projects this statement should be submitted as part of the bid packet. This policy may be reviewed annually and updated as needed by the Manager's Office Acknowledged Receipt by: Dan Jewell, PLA Company Name: Thomas & Hutton Engineering Co. Date: August 24, 2023 27 STATE OF NORTH CAROLINA AFFIDAVIT ORANGE COUNTY Dan Jewell. PLA (the individual attesting belol-). being dulv authorized by and on behalf of Thomas& Hutton Engineering Co. (the entity hidding on project hereinafter"Fmplover") after first being duly sworn hereby swears or affirms-as-follows: 1. Employer unders-tandc that F:-\/erify is the federal F-\verify program operated by the United States Degartment of Homeland Security and other federal agencies, or any successor or equivalent program used t-verify the work authorization nf newly hired employees pursuant to federal law in accordance with NCGS§64-25(5). 2. Employer understands that Employers Must Use E-Verify. Each employer, after hiring an emolovee to wnrk in the United States.shall%,erify the work authorization of the employee through F-Verify in accordance with NCGS§64-26(a). 3. Employer is a gerron. husiness entity, or other organization that transacts husiness in this State and that employs 25 or more employees in this State. (mark( es or No) a. YES X . or h. NO 4. Emplover's subcontractors comply with E-Verify, and if Employer is the winning bidder on this project Employer will ensure compliance with E-Verify by any subcontractors subsequently hired by Fmglover. This 24 day of August , 2023. t -C� ✓` b Signature of Affiant Print or Type dame: Dan Jewell p'3�?_a t4q State of North Carolina, 'GfaA9W County _ D Signed and sworn 0(or affirmed) hefore me,this the 24 n day of August , 20 23. Z My Commission FXgires: 'Z-,h --2nz((c L r1D Notar!tWtlic _ N0TARY 28 Chapter 12 Civil Rights. Sections 12-23— 12-49 Reserved. AN ORDINANCE PROHIBITING DISCRIMINATION THROUGHOUT ORANGE COUNTY Sec. 12-50.-Title. This Ordinance shall be known and may be cited as the Orange County Non-Discrimination Ordinance. Sec. 12-51.—Policy and Severability. (a) It is the policy of Orange County not to enter into a contract with any business, company, or firm that has discriminated in the solicitation, selection, hiring or treatment of vendors, suppliers, subcontractors or commercial customers against a Protected Class, or on the basis of any otherwise unlawful use of individual or personal characteristics regarding such vendor's, suppliers, commercial customers, employees, or owners in connection with a county contract or solicitation; provided that nothing in this non-discrimination policy shall prohibit or limit otherwise lawful efforts to remedy the effects of discrimination that has occurred or is occurring in the marketplace. 1. It is the policy of Orange County that every Orange County created contract and subcontract for goods or services shall contain a non-discrimination clause that prohibits discrimination as that term is defined herein. (b) It is further the policy of Orange County that discrimination has no place in Orange County, North Carolina and it is the intent of this ordinance to provide uniform legal protection to individuals in all Protected Classes,making it unlawful for any person to discriminate in housing,public accommodations, and transportation. (c) Should any provision of this Ordinance be found to be unconstitutional by a court of law such provision shall be severed from the remainder of the Ordinance and such action shall not affect the enforceability of the remaining provisions of the Ordinance. Sec. 12-52.-Definitions. (a) Discrimination means any disadvantage, difference, or distinction in the solicitation, selection, hiring, service to, or treatment of a vendor, supplier, subcontractor, or customer on the basis of Protected Class status or on the basis of any otherwise unlawful use of personal or individual characteristics. (b) Housing and public accommodations have the same common meaning as those terms are defined in the Orange County Civil Rights Ordinance. (c) Person means any individual, business, or company, regardless of organizational structure, providing for profit goods, facilities, services, accommodations,transportation,or access to the general public. (d) Protected Class means age (as defined in the Orange County Civil Rights Ordinance),race, ethnicity, color, national origin, religion, creed, sex, sexual orientation, gender, gender identity, gender expression, marital status, familial status, source of income, disability, political affiliation, veteran status,disabled veteran status. (e) Public Accommodation has the same meaning as that term is defined in the Orange County Civil Rights Ordinance except that for purposes of this Ordinance Public Accommodation includes: 1. Transportation companies and transportation providers operating company-owned or privately- 29 owned vehicles providing transportation to the general public; and 2. Private residences providing short-term rentals to members of the general public. A short-term rental means the provision of a room, space, or residential unit that is suitable or intended for occupancy for dwelling, sleeping, or lodging purposes, for a period of fewer than 30 consecutive days, in exchange for a charge for the occupancy. Sec. 12-53.-Contractor bid requirements. (a) All requests for bids or proposals issued for county contracts shall include a certification to be completed by the bidder or proposer in substantially the following form: The undersigned bidder or proposer hereby certifies and agrees that the following information is correct: 1. In preparing its enclosed bid or proposal, the bidder or proposer has considered all bids and proposals submitted from qualified, potential subcontractors and suppliers, and has not engaged in discrimination as defined in Section 12-52 of the Orange County Non- discrimination Ordinance. 2. Without limiting any other remedies that Orange County may have for a false certification, it is understood and agreed that, if this certification is false, such false certification will constitute grounds for Orange County to reject the bid or proposal submitted with this certification, and terminate any contract awarded based on such bid or proposal. It shall also subject the bidder or proposer to disqualification ftom participating in county contracts or bid processes for up to two years. 3. As a condition of contracting with Orange County,the bidder or proposer agrees to promptly provide to Orange County all information and documentation that may be requested by Orange County from time to time regarding the solicitation and selection of suppliers and subcontractors in connection with this solicitation process. Failure to maintain or failure to provide such information constitutes grounds for Orange County to reject the bid or proposal and to terminate, without penalty to Orange County, any contract awarded on such bid or proposal. All such information and documentation shall be maintained for a period of three years after the expiration of the contract. 4. As part of its bid or proposal,the bidder or proposer shall provide to Orange County a list of all instances within the past ten years where a complaint was filed or pending against bidder or proposer in a legal or administrative proceeding alleging that bidder or proposer discriminated against its subcontractors, vendors, suppliers, or commercial customers, and a description of the status or resolution of that complaint, including any remedial action taken. 5. As a condition of submitting a bid or proposal to O r a n g e County the bidder or proposer agrees to comply with the Orange County Non-discrimination Ordinance.Falsification of this certification shall constitute a violation of the Orange County Non-Discrimination Ordinance and shall be grounds for rejection of the bid or proposal or termination,without fault to Orange County, of a contract. 6. As a condition of submitting a bid or proposal to Orange County the bidder or proposer agrees that Orange County may consider the information submitted as part of this certification in its determination of the responsibility of the bidder or proposer. The bidder or proposer, as the case may be, waives the right to challenge the rejection of a bid or proposal when such rejection is based,in its entirety, on information contained in this certification. 30 Sec. 12-54.-Prohibited acts. (a) It shall be unlawful for any person to deny any person the full and equal enjoyment of the goods, services, facilities, privileges, advantages, and accommodations of a place of public accommodation on the basis of Protected Class status or on the basis of any otherwise unlawful use of individual or personal characteristics. (b) It shall be unlawful for any person to make, print, circulate, post, mail or otherwise cause to be published a statement, advertisement, or sign which indicates that the full and equal enjoyment of the transportation, access, goods, services, facilities, privileges, advantages, and accommodations of a place of public accommodation will be refused, withheld from, or denied any person on the basis of Protected Class status or on the basis of any otherwise unlawful use of individual or personal characteristics, or that any person's patronage of or presence at a place of public accommodation is objectionable, unwelcome, unacceptable, or undesirable on the basis of Protected Class status or on the basis of any otherwise unlawful use of individual or personal characteristics; provided, however, this section does not apply to a private club or other establishment not,in fact,open to the public. (c) It shall be unlawful for any person to intentionally or knowingly: 1. Perform or attempt to perform any act which directly or indirectly results in an individual's bodily injury or property damage where such act is directed at an individual or a group of individuals because of that person's or that group's perceived or actual Protected Class status or on the basis of any otherwise unlawful use of individual or personal characteristics. 2. Solicit, encourage, compensate, assist, or conspire with another to perform or attempt to perform any act which directly or indirectly results in an individual's bodily injury or property damage where such act is directed at an individual or a group of individuals because of that person's or that group's perceived or actual Protected Class status or on the basis of any otherwise unlawful use of individual or personal characteristics. (d) No person shall be found to have violated this Ordinance solely on the basis of the content of any speech or communication used by such person. Sec. 12-55. Exemptions. (a) All applicable exemptions found in Section 12-11 of the Orange County Civil Rights Ordinance related to housing shall apply to alleged violations of Section 12-54 of this Ordinance. Sec. 12-56. Investigation,Enforcement,and Remedy. (a) Sections 12-16 through and including 12-21 of the Orange County Civil Rights Ordinance shall be followed and adhered to during the investigation of any alleged violation of this Ordinance. Any remedies available through said sections of the Orange County Civil Rights Ordinance shall be available hereunder. 31 ORANGE COUNTY NONDISCRIMINATION CERTIFICATION The undersigned bidder or proposer hereby certifies and agrees that the following information is correct: 1. In preparing its enclosed bid or proposal, the undersigned bidder or proposer has considered all bids and proposals submitted from qualified, potential subcontractors and suppliers, and has not engaged in discrimination as defined in Section 12-52 of the Orange County Non-discrimination Ordinance. 2. Without limiting any other remedies that Orange County may have for a false certification, it is understood and agreed that, if this certification is false, such false certification will constitute grounds for Orange County to reject the bid or proposal submitted with this certification, and terminate any contract awarded based on such bid or proposal. It shall also subject the bidder or proposer to disqualification from participating in county contracts or bid processes for up to two years. 3. As a condition of contracting with Orange County, the undersigned bidder or proposer agrees to promptly provide to Orange County all information and documentation that may be requested by Orange County from time to time regarding the solicitation and selection of suppliers and subcontractors in connection with this solicitation process. Failure to maintain or failure to provide such information constitutes grounds for Orange County to reject the bid or proposal and to terminate, without penalty to Orange County, any contract awarded on such bid or proposal. All such information and documentation shall be maintained for a period of three years after the expiration of the contract. 4. As part of its bid or proposal, the undersigned bidder or proposer shall provide to Orange County a list of all instances within the past ten years where a complaint was filed or pending against bidder or proposer in a legal or administrative proceeding alleging that bidder or proposer discriminated against its subcontractors, vendors, suppliers, or commercial customers, and a description of the status or resolution of that complaint, including any remedial action taken. 5. As a condition of submitting a bid or proposal to Orange County the undersigned bidder or proposer agrees to comply with the Orange County Non-discrimination Ordinance. Falsification of this certification shall constitute a violation of the Orange 32 County Non-Discrimination Ordinance and shall be grounds for rejection of the bid or proposal or termination of an existing contract, without fault or further obligation to Orange County. 6. As a condition of submitting a bid or proposal to Orange County the undersigned bidder or proposer agrees that Orange County may consider the information submitted as part of this certification in its determination of the responsibility of the undersigned bidder or proposer. The undersigned bidder or proposer, as the case may be, waives the right to challenge the rejection of a bid or proposal when such rejection is based, in its entirety, on information submitted as part of this certification. The bidder or proposer certifies the undersigned has full authority to sign on its behalf. By: Dan Jewell, PLA I Principal/Regional Director Printed Name and Title On behalf of Thomas & Hutton Engineering Co. Company or Corporate name 33 Supplemental Vendor Information: HISTORICALLY UNDERUTILIZED BUSINESSES Historically Underutilized Businesses (HUBs) consist of minority, women and disabled business firms that are at least fifty-one percent owned and operated by an individual(s)of the categories.Also included in this category are disabled business enterprises and non-profit work centers for the blind and severely disabled. Pursuant to G.S. 14313-1361(a), 143-48 and 143-128.4, the County invites and encourages participation in this procurement process by businesses owned by minorities, women, disabled, disabled business enterprises and non-profit work centers for the blind and severely disabled. This includes utilizing subcontractors to perform the required functions in this RFP/RFQ. Any questions concerning NC HUB certification, contact the North Carolina Office of Historically Underutilized Businesses at (919) 807- 2330. The Vendor shall respond to question #1 and #2 below. 1) Is Vendor a Historically Underutilized Business? ❑ Yes ® No 2) Is Vendor Certified with North Carolina as a Historically Underutilized Business? ❑ Yes ® No If so, state HUB classification: ORANGE COUNTY NORTH CAROLINA THOMAS HUTTON 1� �Y�AAc�pFmP` (oJ 1 O 35 Am ORANGE NORTH CAROLINA The Greene Tract: Restoring tit Community & Connections Master Planning Services for the Greene Tract Presented by i HUTTC� I'�J September 15,2023 36 The Greene Tract: Restoring Community & Connections I NTRODUCTIONS rP i DAN JEWELL, PLA JEREMY ANDERSON. PLA WENDI RAMSDEN, PLA Principal-in-Charge Project Manager Project Landscape Architect T THOMAS HUTTON 37 The Greene Tract: Restoring Community & Connections YOUR PROJECT TEAM Key Personnel Availabilily of Key Personnel sAW Name Rol@,Task Availability Committed Uncommitted _Aw Dan Jewell,PLA Prinaipai in•Gharge 30 % 70 % ih JeremyAnderscn,PLA Project Manager 35 % 65 % w Wend!Ramsden,PLA Landscape Architect 40 % 60 % y Preston Royster,PE Project Engineer 50 % 50 Ain A , Dan Jewell,PLA Jeremy Anderson,PLA Preston Royster,PE Chuck Hill,PE Principal-in-Charge Project Manager Civil Engineer Lead Civil Support F� w 1 Wendi Ramsden,PLA Gradey Grumman Martin Coulter Technical Support/Graphics Technical Support/GIS Project Landscape Architect T THOMAS H HUTTON 38 The Greene Tract: Restoring Community & Connections OUR COMPANY lift 75 YEARS Founded in e Hue Thomas 1946 Joe Hutton ESTP 1946 THOMASsHUTTON M uLtidisci• naryr M GEACH • • :�•t• f:�• • �• • BERKELEY COUNTY • • CHARLESTON �4M� SIONDRIVENIW[I[ � I J 1 i S PA OLUTIONS S L io regions .,m GEORGIA * NORTH CAROLINA SOUTH UROLINK * TENNESSEE • • • ' - TFI�IIVYAaANTaIZi3"ii`R71�17.C7[S rLvers THOMAS• •H•„ �-�R HUTTON 39 The Greene Tract: Restoring Community & Connections YOUR GOALS 01 02 03 04 Create a mission statement, vision Assess opportunities and make Create a Master Plan building on Develop a Connectivity statement, Lay down goals and recommendations for a School, prior Work, a robust site analysis, Framework identifying a future objectives utilizing prior Work and Recreation Opportunities, community engagement, and the multimodal network and ongoing community engagement Residential, non-residential and history of the historic Rogers potential roadway improvements community support uses that fit Road neighborhood Within the Town's regulatory frame Work T THOMAS HUTTON 40 The Greene Tract: Restoring Community & Connections THE GREEN TRACT: Our Experience FIRAil Report■Rogms Road SRldll Area Plan Worksbop Final Report l Rogers Read Small Area Plan Workshop Stories/ tories [Re®arnmeFFdationa Cultural Heritage Plan Land along Rogers Road area became the property of freed blacks C,tee Recommendations for after the Civil War. The Rogers Road Small Area Plan Prepared by the A number of families have figured prominently in the history of Rogers Road Urban Design Assistance Team the neighborhood—the Hogans,the Jones,the Rogers,the Nunns, — cxtaeria,xooR the Walkers,and the Nunns. , Livelihood in the community came both from without and from within. At various times,there was agriculture,a saw mill,and interneighborhood sales of milk and eggs. -� Vegetable gardens,cows,and chickens provide food for residents, ' and the surpluses were shared. 1 Ru m Road VrWis onion A-lssnnce Teen ZrJ Rlw_H•ra Rand llrhn,e ne..xign A W—, Te.,m Recommended Master plan for the Community- nocEnsa°^° lr Open SpacerA��E \\ II l cam iwce � � i T THOMAS R ...... _ & - rte , o HUTTONPIMI ltaCOMMENBEO MpSrFN GIAM OPEN SPACE 41 The Greene Tract: Restoring Community & Connections 4eOUR APPROACH Project Kick-Off Scope Community Engagement Data Collection & 01 & Development 02 Coordination 03 MappingoAgency Outreach CI v U `� Hold Project Kick-Off meeting to Coordinate with Community GIS Topo, flood, vegetation, road discuss project, potential Engagement Specialist. Early network, utilities, boundary lines, challenges, and stakeholders. Community Workshops? easements, ownership, zoning constraints, Streams/Wetlands 04 Site Analysis 05 Land Planning 06 Stakeholder Check-In ?bp Assemble data and mapping into conceptual Prepare design p p 9 ?bp Present updates to stakeholders graphic exhibits to inform solutions to address identified and how input was incorporated Conceptual Design. Summary challenges and opportunities. into the work report of opportunities and Explore land use possibilities constraints Present Findings & 07 Master Plan o8 Recommendations to Stakeholders ?UP /Connectivity Plan ?bp Prepare consensus Master Plan, Prepare and present summary of Master Plan, THOMAS Connectivity Plan summary of Connectivity and Implementation Plan to & findings along with Implementation Community and Elected Officials H U T TQ N Strategy rPThe Greene Tract: Restoring Community & Connections ADDITONAL SERVICES Detailed Design and Land Surveying 02 Traffic Studies 0 Entitlements ?tp Boundary, topographic and other Prepare detailed traffic analysis Conditional Zoning, ZCP, survey suitable for future design, scenarios to determine impacts on Construction Plans and entitlements and subdivision and potential improvements to Construction Phase Services local street network THOMAS HUTTON 43 The Greene Tract: Restoring Community & Connections DETAILED PROJECT TIMELINE October November November December Jan-Feb March April-May May-June June-July C>_� Project Community Data Site Land Planning Stakeholder Finalize Master Implementation Present Kick-Off Engagement Collection Analysis Check in Plan Plan and Final Findings& &Scope Coordination &Mapping Report Recommendations Development to Community &Electeds T THOMAS HUTTON 44 The Greene Tract: Restoring Community & Connections ELATED PROJECT EXPERIENCE amples of real local solutions that our Team has designed over the years 4- i ommBased Master Planning: The American Legion Property - Chapel Hill Publlc Acreage Survey ESNmale Order al Task Task k N. d eE Maga[ E t o u e Farre Fa a c P 1 c"' P.iP.ltr « sea,e gawk a d x917 I. aas mlermatlonfl hiRh-, P. y/e5y.L ,a,tia r.. — • ,is Indoor gymnasium- h 2.3 1 2 1.1 $7 400 000Pckleball etc) Netaased vP5 sports lrennis, 12 P 1 1.9 $535,990- 57,W8,000 �.` p'k1b11 etc.l' S \\ tr td n dzurfacc ��{�j� � 1. 'L:4 400 49e1 h4ckeY eLt,] x5789 000im - 5 S F I putdaor $1 100 400 Yek Px'.- \ r. . 0.5 $1 7S9 099 'Y - 5.6 9 3 Oudoar water aer4Uiss,etc.) I. ntl44r. 54,500.990 1.t 55,4(10,000 - 6asebaU f eW sports \ T�s� Ssw,999 (baseball so(iball, 7.3 5 6 0.9 Yes \--'s rounde.s,etc-1'• 5b40,00P � - Npne 8.4 6 5 NA n� Wa tar play(children's $470,000- activtues,splash- 3.0 1 5 O.d N. 5564 900 Pad��raartamsl - Taktng walks fenjuyieg $95,900. ..;..a.n trails,Parkland) 3.2 P i NA $115,000 res ontdar,rg h,rmgl $ 01 5215,900 es AMERICAN LEGION PROPERTY CONCEPTUAL M A S TER PLAN IP,LaIC SPacesl 5260,000 _ z uA gplay fields lfo _ _ d' _ CHAPEL HILL, NC MARCH 23, 201B Frisbee,kites,playing 3.8 4 4 1.2 $340 00 Yes Ctrh,e%1 _ 5390 � T THOMAS Lhildren'S v1a�y I -! IP�veroand. awral s o 5 z 0s 5590,909 a. 5690,009 & Program Element Cost Comparisons Community Design Workshops Master Plan 1"I U T T O N 45 The Greene Tract: Restoring Community & Connections ELATED PROJECT EXPERIENCE amples of real local solutions that our Team has designed over the years 4- i ommBased Master Planning: The Eubanks Road Property - Carrboro T THOMAS HUTTON 46 The Greene Tract: Restoring Community & Connections ELATED PROJECT EXPERIENCE amples of real local solutions that our Team has designed over the years 4- i ommBased Master Planning: Morgan Creek Greenway - Chapel Hill and Carrboro J fi ! sy-. 1�Y.�s> PnaRn uF1nE �i _ u«.umfl xe:A� � mwrnee mr 3� nea`wde�aeo - u�rr , nosEvrux Fpa =� n -as ouo X-11 NT, .. rsnxis curs Ofi1'�i° ���.. rexss nus � 1 MORGAN CREEK GREENWAY _ MORGAN CREEK GREENWAY l E THOMAS H HUTTON 47 The Greene Tract: Restoring Community & Connections ELATED PROJECT EXPERIENCE amples of real local solutions that our Team has designed over the years 4- i ommBased Master Planning: Homestead Gardens- Chapel Hill IF REVISED f� q,ND BUFFER I REBUILT 1 J POND E3GSTING STREAM RCD COMMUNITY— '+ — GARDENS GARDEN SHED f DUPLEXES y. PLAYGROUND r r 4 GREENWAY TRA _ — TOWNHOUSES — ! r'— SHARED — APARTMENTS I � !CO-HOUSING $ . � EMERGENCY CO-OP MARKET- _ a VEHICLE + ENTRANCE VEHICLE _ ENTRANCEi Ili l — THOMAS --- BUS STOP - - HUTTON 48 The Greene Tract: Restoring Community & Connections RELATED PROJECT EXPERIENCE Examples of real local solutions that our Team has designed over the years Schools: JF "- Creekside Elementary School Sandy Ridge Elementary School WG Pearson Elementary School THOMAS HUTTON Lucas Middle School Scott King Road Master Plan 49 The Greene Tract: Restoring Community & Connections RELATED PROJECT EXPERIENCE Examples of real local solutions that our Team has designed over the years Affordable Housing: Aw i log �. �. F r 51g East Main St. r 9 T THOMAS RHUTTON 50 The Greene Tract: Restoring Community & Connections RELATED PROJECT EXPERIENCE Examples of real local solutions that our Team has designed over the years Affordable Housing: ti )w 4w • toI A Henderson` - - -- ` Maynard Road Cary T THOMAS & Farrington Road H U T T O N 51 The Greene Tract: Restoring Community & Connections RELATED PROJECT EXPERIENCE Examples of real local solutions that our Team has designed over the years Multi-Modal Pathways: ,�{„ Eno River Greenway Twin Creeks Linear Park Greenway -1 - - Noisette Creek Greenway Pedestrian Bridge a� e T THOMAS & American Tobacco Trail Buffalo Creek Greenway H H U T T O N 52 rW The Greene Tract: Restoring Community & Connections HY HIRE OTHE T&H TEAM ? Experience you expect. Service you deserve. We're a local team 1; We're committed to providing services within realistic time constraints We have the institutional wll � no knowledge CO O:0) We'll maintain budgets through cost control We're extremely familiar with Q � Orange County , Chapel Hill . We're a fully implemented "Best Quality Control Practices" firm and Carrboro 8r We have an effective strategy for We have the master planning, design and ( Q ) incorporating Public Input implementation experience to get the job 8--8 done THOMAS T H HUTTON T THOMAS HUTTON THANK YOU Questions And Answers 54 [Departmental Use Only] TITLE FY NORTH CAROLINA T&H SERVICES AGREEMENT RFP/RFQ ORANGE COUNTY This Services Agreement (hereinafter "Agreement"), made and entered into this day of , 20 , ("Effective Date") by and between Orange County, North Carolina a political subdivision of the State of North Carolina (hereinafter, the "County") and , (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 Services Agreement ("Agreement") is for services to be rendered by Provider to County with respect to (insert type of project): 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) Provider shall perform its services as expeditiously as is consistent with such professional skill and care and the orderly progress of work. 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) tinder- this Agr-eement in meef4anee with the highest gener-ally aeeepted standafds, of this t�Te of Pr-avider- pr-aetiee thr-oughetit the United States and in aeeefdaflee Revised 04/23 TandH vl 1 55 with applieable feder-a4, state and Weal laws and r-egtilations appheable to the peffai:manee of these sefviees. Provider shall provide its services consistent with and limited to the professional standard of care applicable for consultants experienced in and specializing in such projects. Provider is solely responsible for the professional quality, accuracy and timely completion and submission of all work related to the Basic Services. ii) Provider shall be responsible for all errors or omissions of its agents, contractors, employees, or assigns in the performance of the Agreement. Provider shall correct any and all errors, omissions, discrepancies, ambiguities, mistakes or conflicts at no additional cost to the County. iii) The Provider shall not, except as otherwise provided for in this Agreement, subcontract the performance of any work under this Agreement without prior written permission of the County. No permission for subcontracting shall create, between the County and the subcontractor, any contract or any other relationship. iv) Provider is an independent contractor of County. Any and all employees of the Provider engaged by the Provider in the performance of any work or services required of the Provider under this Agreement, shall be considered employees or agents of the Provider only and not of the County, and any and all claims that may or might arise under any workers compensation or other law or contract on behalf of said employees while so engaged shall be the sole obligation and responsibility of the Provider. v) If activities related to the performance of this Agreement require specific licenses, certifications, or related credentials Provider represents that it or its employees, agents and subcontractors engaged in such activities possess such licenses, certifications, or credentials and that such licenses certifications, or credentials are current, active, and not in a state of suspension or revocation. vi) 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. 3. Basic Services Revised 04/23 TandH v1 2 56 a. Basic Services. i) The Provider shall perform as Basic Services the work and services described herein and as specified in the County's Request for Proposals or Request for Qualifications (the "RFP") "RFP Number for " " issued , 20 , and the Provider's proposal, which are fully incorporated and integrated herein by reference together with Attachments (designate all attachments). In the event a term or condition in any referenced document or attachment conflicts with a term or condition of this Agreement the term or condition in this Agreement shall control. Should such conflict arise the priority of documents shall be as follows: This Agreement, the County's RFP together with attachments, Provider's Proposal together with attachments. ii) The Basic Services will be performed by the Provider in accordance with the following schedule: (Insert milestones task list, dates and fees. If milestones are not established mark N/A under Milestone Task 1.) Milestone Task Milestone Date Milestone Fee 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. iii) Should County reasonably determine that Provider has not met the Milestone Dates established in Section 3(a)(ii), County shall notify Provider of the failure to meet the Milestone Date. The County, at its discretion may provide the Provider seven (7) days to cure the breach. County may withhold the accompanying payment without penalty until such time as Provider cures the breach. In the alternative, upon Provider's failure to meet any Milestone Date the County may modify the Milestone Date schedule. Should Provider or its representatives fail to cure the breach within seven (7) days, or fail to reasonably agree to such modified schedule, County may immediately terminate this Agreement in writing, without penalty or incurring further obligation to Provider. This section shall not be interpreted to limit the definition of breach to the failure to meet Milestone Dates. 4. Duration of Services a. Term. The term of this Agreement shall be from to b. Scheduling of Services Revised 04/23 TandH v1 3 57 i) The Provider shall schedule and perform its activities in a timely manner so as to meet the Milestone Dates listed in Section 3. 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 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 is Dollars ($ ). 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. Payment for Basic Services shall become due and payable in direct proportion to satisfactory services performed and work accomplished. Payments will be made as Project milestones as set out in Section 3(a)(ii) are achieved up to the corresponding milestone fee. (For example, Provider may invoice for the amount listed as the milestone fee corresponding to the first milestone task upon County's acknowledgement of the satisfactory completion of Task one. Upon the County's acknowledgement that the second Task has been satisfactorily completed Provider may invoice for that corresponding milestone fee.) Milestone fees shall be the maximum amount payable for its corresponding milestone task which shall not be altered except by written amendment. b. 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 ( ) to act as the County's representative with respect to the Project who shall have the authority to render decisions within guidelines established by the County Manager or the County Board of Commissioners and who shall be available during working hours as often as may be reasonably required to render decisions and to furnish information. 7. Insurance a. General Requirements. Provider shall obtain, at its sole expense, Commercial General Liability Insurance, Automobile Insurance, Workers' Compensation Insurance, and any additional insurance as may be required by County's Risk Manager as such insurance requirements are described in the Orange County Risk Transfer Policy and Orange Revised 04/23 TandH v1 4 58 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 (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 (except as to liability or claims for damages or expenses, including attorneys' fees, proximately caused or allegedly caused by the professional negligence in whole or in,part, whether brought in tort or contract, for which no duty to defend shall be required), indemnify and hold harmless the County from all loss, liability, claims or expense, including attorney's fees, arising out of or related to the Project and arising from property damage or bodily injury including death to any person or persons caused in whole or in part by the negligence or misconduct of the Provider except to the extent same are caused by the negligence or willful misconduct of the County. It is the intent of this provision to require the Provider to indemnify the County to the fullest extent permitted under North Carolina law. 9. Amendments to the Agreement a. Changes in Basic Services. Changes in the Basic Services and entitlement to additional compensation or a change in duration of this Agreement shall be made by a written Amendment to this Agreement executed by the County and the Provider. The Provider shall proceed to perform the Services required by the Amendment only after receiving a fully executed Amendment from the County. 10. Termination a. Termination for Convenience of the County. This Agreement may be terminated without cause by the County and for its convenience upon seven (7) days prior written notice to the Provider. b. Other Termination. The Provider may terminate this Agreement based upon the County's material breach of this Agreement; provided, the County has not taken all reasonable actions to remedy the breach. The Provider shall give the County seven (7) days' prior written notice of its intent to terminate this Agreement for cause. Either party may terminate this Agreement upon notice to the other party that obligations pursuant to this Agreement are made impractical due to declarations of emergency by Orange County or by North Carolina due to events directly impacting Orange County. Both parties shall remain responsible for all payment and performance due up to the receipt of such notice, but shall have no further obligation or responsibility beyond that date provided the terminating party has taken all reasonable steps to complete the performance of its obligations. c. Compensation After Termination. Revised 04/23 TandH v1 5 59 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 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. c. Compliance with Laws. 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 anti-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.oran e�ync. o�l2artments/purchasing division/contracts.php.) Any violation of this requirement 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. By executing this Agreement Provider affirms that Provider and any subcontractors of Provider are and shall remain in compliance with Article 2 of Chapter 64 of the North Carolina General Statutes. By executing this Agreement Provider certifies that Provider has not been identified, and has not utilized the services of any agent or subcontractor identified, on the list created by the State Treasurer pursuant to G.S. 147-86.58. By executing this Agreement Provider certifies that Provider has not Revised 04/23 TandH v1 6 60 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. 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 a suit or action. e. Entire Agreement. This Agreement, together with the RFP and its attachments and the Proposal and its attachments, 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 and Provider will bear no liability for such use by the Count.. o�yone who obtains the deliverables from or through the County. h. Non-Appropriation and Government Action. 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 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 Revised 04/23 TandH v1 7 61 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 &Address Attention: P.O. Box 8181 Hillsborough,NC 27278 IN WITNESS WHEREOF, the Parties, by and through their authorized agents, have hereunder set their hands and seal, all as of the day and year first above written. ORANGE COUNTY: PROVIDER: By: By: Printed Name and Title Revised 04/23 TandH v1 8 62 I, Amy T. Harvey, Deputy Town Clerk of the Town of Chapel Hill, North Carolina, hereby certify that the attached is a true and correct copy of (2023- 11-29/11-3) adopted by the Chapel Hill Town Council on November 29, 2023. This the 30th day of November, 2023. Amy T. Harvey Deputy Town Clerk fi 1 63 A RESOLUTION SUPPORTING ORANGE COUNTY'S CONTRACT FOR DESIGN SERVICES TO DEVELOP A MASTER PLAN FOR THE GREENE TRACT(2023-11-29/R-3) WHEREAS, THE Town of Chapel Hill has worked with Orange County and the Town of Carrboro regarding development of a Master Plan for the Greene Tract; and WHEREAS, the Town of Chapel Hill, Orange County, and the Town of Carrboro have an Interlocal Agreement dated June 22, 2021 regarding current and future use of the jointly-owned Greene Tract; and WHEREAS, the agreement details the priorities and process for consideration of the development of the Greene Tract; and WHEREAS, the agreement details the financial responsibility for all costs associated with the implementation of the agreement for each party; and NOW, THEREFORE, BE IT RESOLVED by the Council of the Town of Chapel Hill that the Council adopts the resolution supporting the Orange County Board of Commissioners entering a contract for design consultant services to be provided to develop a Master Plan for the Greene Tract. This the 29th day of November, 2023. 64 Year-To-Date Budget Summary Fiscal Year 2023-24 County Fund Budget Summary General Fund Capital Reserve Original Budget Revenue $271,114,238 $0 Interfund Transfer Revenue $1,391,290 Fund Balance Appropiation $7,000,000 $1,038,010 Total Original Budget $279,505,528 $1,038,010 Additional Revenue Received Through Budget Amendment#5 (January 16, 2024) Grant Funds $955,721 Non Grant Funds $100,749 Additional Interfund Transfer Revenue $58,442 Additional Fund Balance Appropriation $71,256 $112,192 Total Amended Budget $280,691,696 $1,150,202 Dollar Change in 2023-24 Approved Budget $1,186,168 $112,192 Change in 2023-24 Approved Budget 0.44% 100.00% Authorized Full Time Equivalent Positions Original Approved Full Time Equivalent Positions (includes Permanent and Time Limited) 1,001.800 Changes to Full Time Equivalent Positions 1.000 Total Approved Full-Time-Equivalent Positions for Fiscal Year 2023-24 1,002.800 0.000