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2024-500-E-AMS-Sunstates Security-Security Guard Services FY24-25
Revised 01/24 1 [Departmental Use Only] TITLE SECURITY GUARD FY 2024/2025 NORTH CAROLINA SERVICES AGREEMENT NO RFP/RFQ ORANGE COUNTY This Services Agreement (hereinafter “Agreement”), made and entered into this 26th day of August, 2024, (“Effective Date”) by and between Orange County, North Carolina a political subdivision of the State of North Carolina (hereinafter, the "County") and SunStates Security, (hereinafter, the "Provider"). WITNESSETH: That the County and Provider, for the consideration herein named, do hereby agree as follows: 1. Services a. Scope of Work. i) This Agreement is for services to be rendered by Provider to County with respect to (insert type of project): Security Services for Eno River Parking Deck , west Campus Office Building, and the Gateway Center. During the hours of 8am- 5:30pm, Monday through Friday.: ii) By executing this Agreement, the Provider represents and agrees that Provider is qualified to perform and fully capable of performing and providing the services required or necessary under this Agreement in a fully competent, professional and timely manner. iii) Time is of the essence with respect to this Agreement. iv) The services to be performed under this Agreement consist of Basic Services, as described and designated in Section 3 hereof. Compensation to the Provider for Basic Services under this Agreement shall be as set forth herein. 2. Responsibilities of the Provider a. Services to be provided. The Provider shall provide the County with all services required in Section 3 to satisfactorily complete the Project within the time limitations set forth herein and in accordance with the highest professional standards. b. Standard of Care. i) The Provider shall exercise reasonable care and diligence in performing services under this Agreement in accordance with the highest generally accepted standards of this type of Provider practice throughout the United States and in accordance with applicable federal, state and local laws and regulations applicable to the Docusign Envelope ID: 08873B1B-BC4C-44E2-88E7-6F159AB20086 Revised 01/24 2 performance of these services. Provider is solely responsible for the professional quality, accuracy and timely completion and submission of all work related to the Basic Services. ii) Provider shall be responsible for all errors or omissions of its agents, contractors, employees, or assigns in the performance of the Agreement. Provider shall correct any and all errors, omissions, discrepancies, ambiguities, mistakes or conflicts at no additional cost to the County. iii) The Provider shall not, except as otherwise provided for in this Agreement, subcontract the performance of any work under this Agreement without prior written permission of the County. No permission for subcontracting shall create, between the County and the subcontractor, any contract or any other relationship. iv) Provider is an independent contractor of County. Any and all employees of the Provider engaged by the Provider in the performance of any work or services required of the Provider under this Agreement, shall be considered employees or agents of the Provider only and not of the County, and any and all claims that may or might arise under any workers compensation or other law or contract on behalf of said employees while so engaged shall be the sole obligation and responsibility of the Provider. v) If activities related to the performance of this Agreement require specific licenses, certifications, or related credentials Provider represents that it or its employees, agents and subcontractors engaged in such activities possess such licenses, certifications, or credentials and that such licenses certifications, or credentials are current, active, and not in a state of suspension or revocation. vi) Should any documents, exhibits, or addenda be attached to this Agreement, the terms of this Agreement shall have priority in any conflict with or among the terms of such referenced documents, exhibits, or addenda. vii) Should this Agreement involve project designs, the construction or creation of which is to be bid out or fulfilled by other contractors, and bidding or negotiation with contractors produce prices which, when added to the other elements of the approved total project cost, produce a cost that is in excess of the approved total project cost, the Provider shall participate with the County in negotiation and design adjustments to the extent such are necessary to obtain prices within the approved total project cost. All activity of the Provider with respect to these matters shall constitute Basic Services and shall be performed by the Provider without additional compensation. If negotiation and design adjustments fail to bring costs within the total project cost the County may reject all bids and Provider will redesign or reduce portions of the project in an effort to reduce the bid prices to within the total project cost and rebid the project. One such redesign is included within Basic Services. If this second letting for bids does not produce bids that are within the approved total project cost initially or after negotiations with the contractor the cost is not reduced to an amount within the total project cost, the Provider is not obligated to engage in further redesign. Docusign Envelope ID: 08873B1B-BC4C-44E2-88E7-6F159AB20086 Revised 01/24 3 3. Basic Services a. Basic Services. The Services to be rendered pursuant to this Agreement are as follows (fully describe services to be provided): Security Services for the Eno River Parking Deck, West Campus Office Building and The Gateway Center. Hours of service will be 8am-5:30pm, Monday through Friday. 4. Duration of Services a. Term. The term of this Agreement shall be from 10/01/2024 to 06/30/2025. b. Scheduling of Services. i) The Provider shall schedule and perform its activities in a timely manner. ii) Should the County determine that the Provider is behind schedule, it may require the Provider to expedite and accelerate its efforts, including providing additional resources and working overtime, as necessary, to perform its services in accordance with the approved project schedule at no additional cost to the County. iii) The Commencement Date for the Provider's Basic Services shall be 10/01/2024. 5. Compensation a. Compensation for Basic Services. Compensation for Basic Services shall include all compensation due the Provider from the County for all services satisfactorily (as determined by the County) performed pursuant to this Agreement. The maximum amount payable for Basic Services shall not exceed Eight Nine Thousand Five Hundred Thirty Nine Dollars ($89539.00). Payment for satisfactorily performed Basic Services shall become due and payable within thirty (30) days of Provider properly invoicing County. Payment shall be subject to provisions of Section 5(b). b. Disputes. In the event the amount stated on an invoice is disputed by the County, the County may withhold payment of all or a portion of the amount stated on an invoice until the parties resolve the dispute. Should Provider fail to perform its duties under the terms of this Agreement, County may, without fault or penalty, withhold any payment associated with the work to be performed until such time as said work is completed. c. Additional Services. County shall not be responsible for costs related to any services in addition to the Basic Services performed by Provider unless County requests such additional services in writing and such additional services are evidenced by a written amendment to this Agreement. 6. Responsibilities of the County a. Cooperation and Coordination. The County has designated (Alan Dorman) to act as the County's representative with respect to the Project who shall have the authority to render decisions within guidelines established by the County Manager or the County Board of Docusign Envelope ID: 08873B1B-BC4C-44E2-88E7-6F159AB20086 Revised 01/24 4 Commissioners and who shall be available during working hours as often as may be reasonably required to render decisions and to furnish information. 7. Insurance a. General Requirements. Provider shall obtain, at its sole expense, Commercial General Liability Insurance, Automobile Insurance, Workers’ Compensation Insurance, and any additional insurance as may be required by County’s Risk Manager as such insurance requirements are described in the Orange County Risk Transfer Policy and Orange County Minimum Insurance Coverage Requirements (each document is incorporated herein by reference and may be viewed at http://www.orangecountync.gov/departments/purchasing_division/contracts.php). If County’s Risk Manager determines additional insurance coverage is required such additional insurance shall consist of NA (if no additional insurance required mark N/A as being not applicable). Provider shall not commence work until such insurance is in effect and certification thereof has been received by the County's Risk Manager. 8. Indemnity a. Indemnity. To the extent authorized by North Carolina law the Provider agrees, without limitation, to defend, indemnify and hold harmless the County from all loss, liability, claims or expense, including attorney's fees, arising out of or related to the Project and arising from property damage or bodily injury including death to any person or persons caused in whole or in part by the negligence or misconduct of the Provider except to the extent same are caused by the negligence or willful misconduct of the County. It is the intent of this provision to require the Provider to indemnify the County to the fullest extent permitted under North Carolina law. 9. Amendments to the Agreement a. Changes in Basic Services. Changes in the Basic Services and entitlement to additional compensation or a change in duration of this Agreement shall be made by a written Amendment to this Agreement executed by the County and the Provider. The Provider shall proceed to perform the Services required by the Amendment only after receiving a fully executed Amendment from the County. 10. Termination a. Termination for Convenience of the County. This Agreement may be terminated without cause by the County and for its convenience upon seven (7) days’ prior written notice to the Provider. b. Other Termination. The Provider may terminate this Agreement based upon the County's material breach of this Agreement; provided, the County has not taken all reasonable 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 Docusign Envelope ID: 08873B1B-BC4C-44E2-88E7-6F159AB20086 Revised 01/24 5 remain responsible for all payment and performance due up to the receipt of such notice, but shall have no further obligation or responsibility beyond that date provided the terminating party has taken all reasonable steps to complete the performance of its obligations. c. Compensation After Termination. i) In the event of termination, the Provider shall be paid that portion of the fees and expenses that it has earned to the date of termination, less any costs or expenses incurred or anticipated to be incurred by the County due to errors or omissions of the Provider. Upon request of the County, the Provider shall submit to County all relevant documentation, including but not limited to, job cost records, to support its claims for final compensation. ii) Should this Agreement be terminated, the Provider shall deliver to the County within seven (7) days, at no additional cost, all deliverables including any electronic data or files relating to the Project. d. Waiver. The payment of any sums by the County under this Agreement or the failure of the County to require compliance by the Provider with any provisions of this Agreement or the waiver by the County of any breach of this Agreement shall not constitute a waiver of any claim for damages by the County for any breach of this Agreement or a waiver of any other required compliance with this Agreement. e. Suspension. County may suspend the Basic Services and this Agreement at any time for County’s convenience and without penalty to County upon three (3) days’ notice to Provider. Upon any suspension by County, Provider shall discontinue work on the Basic Services and shall not resume the Basic Services until notified to proceed by County. 11. Additional Provisions a. Limitation and Assignment. The County and the Provider each bind themselves, their successors, assigns and legal representatives to the terms of this Agreement. Neither the County nor the Provider shall assign or transfer its interest in this Agreement without the written consent of the other. There are no third-party beneficiaries of this Agreement and nothing in this Agreement, express or implied, is intended to confer on any person other than the parties hereto (and their respective successors, heirs and permitted assigns), any rights, remedies, or obligations. b. Governing Law. This Agreement and the duties, responsibilities, obligations and rights of respective parties hereunder shall be governed by the laws of the State of North Carolina. By executing this Agreement Provider affirms that Provider and any subcontractors of Provider are and shall remain in compliance with Article 2 of Chapter 64 of the North Carolina General Statutes. By executing this Agreement Provider certifies that Provider has not been identified, and has not utilized the services of any agent or subcontractor identified, on the list created by the State Treasurer pursuant to G.S. 147-86.58. By executing this Agreement Provider certifies that Provider has not been identified, and has not utilized the services of any agent or subcontractor identified, on the list created by the State Treasurer pursuant to G.S. 147-86.81. Docusign Envelope ID: 08873B1B-BC4C-44E2-88E7-6F159AB20086 Revised 01/24 6 c. Non-Discrimination. Provider shall at all times remain in compliance with all applicable local, state, and federal laws, rules, and regulations including but not limited to all state and federal non-discrimination laws, policies, rules, and regulations and the Orange County Non-Discrimination Policy and Orange County Living Wage Policy (each Orange County policy is incorporated herein by reference and may be viewed at http://www.orangecountync.gov/departments/purchasing_division/contracts.php.) Any violation of the Orange County Non-Discrimination Policy is a breach of this Agreement and County may immediately terminate this Agreement without further obligation on the part of the County. This paragraph is not intended to limit and does not limit the definition of breach to discrimination. d. Dispute Resolution. Any and all suits or actions to enforce, interpret or seek damages with respect to any provision of, or the performance or non-performance of, this Agreement shall be brought in the General Court of Justice of North Carolina sitting in Orange County, North Carolina. It is agreed by the parties that no other court shall have jurisdiction or venue with respect to such suits or actions. Binding arbitration may not be initiated by either Party, however, the Parties may agree to nonbinding mediation of any dispute prior to the bringing of such suit or action. e. Entire Agreement. This Agreement represents the entire and integrated agreement between the County and the Provider and supersedes all prior negotiations, representations or agreements, either written or oral. This Agreement may be amended only by written instrument signed by both parties. Modifications may be evidenced by facsimile signatures. f. Severability. If any provision of this Agreement is held as a matter of law to be unenforceable, the remainder of this Agreement shall be valid and binding upon the Parties. g. Ownership of Work Product. Should Provider’s performance of this Agreement generate documents, items or things that are specific to this Project such documents, items or things shall become the property of the County and may be used on any other project without additional compensation to the Provider. The use of the documents, items or things by the County or by any person or entity for any purpose other than the Project as set forth in this Agreement shall be at the full risk of the County. h. Non-Appropriation. Provider acknowledges that County is a governmental entity, and the validity of this Agreement is based upon the availability of public funding under the authority of its statutory mandate. In the event that public funds are unavailable or not appropriated for the performance of County’s obligations under this Agreement, then this Agreement shall automatically expire without penalty to County immediately upon written notice to Provider of the unavailability or non-appropriation of public funds. It is expressly agreed that County shall not activate this non-appropriation provision for its convenience or to circumvent the requirements of this Agreement. In the event of a change in the County’s statutory authority, mandate or mandated Docusign Envelope ID: 08873B1B-BC4C-44E2-88E7-6F159AB20086 Revised 01/24 7 functions, by state or federal legislative or regulatory action, which adversely affects County’s authority to continue its obligations under this Agreement, then this Agreement shall automatically terminate without penalty to County upon written notice to Provider of such limitation or change in County’s legal authority. i. Signatures. This Agreement together with any amendments or modifications may be executed electronically. All electronic signatures affixed hereto evidence the consent of the Parties to utilize electronic signatures and the intent of the Parties to comply with Article 11A and Article 40 of North Carolina General Statute Chapter 66. j. Notices. Any notice required by this Agreement shall be in writing and delivered by certified or registered mail, return receipt requested to the following: Orange County Provider’s Name Attention:Travis Myren Sunstates Security P.O. Box 8181 801 Corporate Center Dr Hillsborough, NC 27278 Raleigh, NC 27607 [SIGNATURE PAGE TO FOLLOW] Docusign Envelope ID: 08873B1B-BC4C-44E2-88E7-6F159AB20086 Revised 01/24 8 IN WITNESS WHEREOF, the Parties, by and through their authorized agents, have hereunder set their hands and seal, all as of the day and year first above written. ORANGE COUNTY: PROVIDER: By: _________________________________ Travis Myren By: __________________________________ Dave Kleiman Printed Name and Title Docusign Envelope ID: 08873B1B-BC4C-44E2-88E7-6F159AB20086 8/29/20248/30/2024 Revised 01/24 9 ORANGE COUNTY—INTERNAL USE ONLY ______________________________________________________________________________ Finance Information Vendor Name: Sunstates Security Vendor Contact Person: Roberta J. Scoblick Phone: 919-628-9488 Address: 801 Corporate Center Drive Suite 300 City Raleigh State: NC Zip: 27607 Department: AMS Amount: $89539.00 Purpose: Security Guard Services FY24-25 Budget Code(s): 10240320-630000 Vendor # Vendor Status with NCSOS: Vendor is a BOCC consultant: Yes No Contract Details Contract Type: New Amendment (Original Contract: ) (Most Recent Amendment ) Effective Date 10/01/2024 End Date 06/30/2025 Notice Date (Notice Purpose ) Award Approved by Board (Agenda Date: ); Made or Administered by Alan Dorman Signature Authority - BOCC Express Delegation (Agenda Date: ) - Policy 9.4: Under $5,000; Service Under $90,000; Construction Under $250,000 - Budget Policy Section XV (Capital Improvement Project: ) Bidding Informal Bidding ($30k-$90k); Formal RFP ($90k+); Other (<$30k); Exception(# ) Department Affirmation This agreement is approved as to technical form and content and I as Department Director affirmatively state work on this project has not been initiated prior to execution of the agreement. This agreement is approved as to technical form and content. Services related to this agreement have already begun or been completed. Description of the nature of the emergency condition that was addressed: Department Director’s Signature ________________________________________ Date: ________ Information Technologies This agreement has been reviewed and is approved as to information technology content and specifications: Office of the Chief Information Officer___________________________________ Date: ________ Inapplicable because no hardware/software purchases or related services Risk Management This agreement is approved for sufficiency of insurance standards, specifications, and requirements: Office of the Risk Management Officer___________________________________ Date: _________ Financial Services This instrument has been pre-audited in the manner required by the Local Government Budget and Fiscal Control Act: Office of the Chief Financial Officer ____________________________________ Date: _________ Legal Services This agreement is approved as to legal form and sufficiency: Office of the County Attorney __________________________________________Date: ________ Clerk to the Board All Docusign contracts must be copied to the Clerk upon completion: occlerkdocs@orangecountync.gov The following signature block is for hard copies only and is not required for Docusign contracts: Received for record retention: Office of the Clerk to the Board __________________________________________Date:________ Docusign Envelope ID: 08873B1B-BC4C-44E2-88E7-6F159AB20086 8/29/2024 8/30/2024 8/30/2024 8/30/2024 August 15, 2024 Security Services Proposal Prepared for 131 W. Margaret Lane, Suite 300 Post Office Box 8181 Hillsborough, North Carolina 27278 Docusign Envelope ID: 08873B1B-BC4C-44E2-88E7-6F159AB20086 Confidential Prepared for Orange County North Carolina August 15, 2024 Nicholas Flaherty Orange County North Carolina 131 W. Margaret Lane, Suite 300 Post Office Box 8181 Hillsborough, North Carolina 27278 Dear Nicholas: Sunstates Security, LLC is pleased to present you with information about our company and our capabilities for providing a full-service security program at Orange County North Carolina. Sunstates Security is an industry leader with a differentiated approach to providing quality contract security services to Fortune 500 companies, municipalities, and small business entities alike. Sunstates has millions of hours of contract security experience, and all the resources and strength you expect from the largest providers, but our organization is uniquely structured to ensure consistently superior, client-centric service at the local level. I am extremely proud to announce that Sunstates was honored as the 2023 OSPA Outstanding Contract Security Company and recognized in the Inc. 2024 5000 list. Because our service is highly personalized, we are careful to court the business of clients who embrace the same partnership ideals that we do. Several of our strengths that will benefit your organization should you decide to work with Sunstates Security include the following: • A proven track record of extraordinary service with many partners • One of the highest client retention rates in the industry • An unwavering commitment to employ people with spotless backgrounds and career mindsets • Rigorous basic and site-specific training, enhanced over time through continuing education • Unprecedented employee benefit offerings help attract and maintain the best people • Accessible, proactive management team • Multitude of management checks and quality assurance balances • Highly developed internal auditing system • Cutting-edge technologies • Total quality management focus • A cost structure that provides the best service at the most value-oriented price point Docusign Envelope ID: 08873B1B-BC4C-44E2-88E7-6F159AB20086 Confidential Prepared for Orange County North Carolina • Transparent pricing structure, no hidden expenses When you turn the last page of this proposal, we hope to have communicated the following key points. • Our client support philosophy centers on availability and accountability. The same management team making this proposal will be constantly accessible to you and accountable for the level of service provided. We genuinely care about our clients. • Our people know their roles on our team are critical, and they realize their contributions are recognized and rewarded. By offering every opportunity for personal fulfillment, professional growth, and career advancement, we prove that we genuinely care about our people. • The security industry is no exception to the general wisdom that “you get what you pay for.” The wage rates we are proposing reflect our realistic expectations of the cost of recruiting and retaining quality security officers. We understand our industry. Should you have questions or require any additional information, please d o not hesitate to contact me. Sincerely, Roberta J. Scoblick Sunstates Security, LLC Vice President, Business Development & Marketing 801 Corporate Center Drive, Ste. 300 | Raleigh, NC 27607 C 919-628-9488 | RScoblick@SunstatesSecurity.com Docusign Envelope ID: 08873B1B-BC4C-44E2-88E7-6F159AB20086 Confidential Prepared for Orange County North Carolina TABLE OF CONTENTS Introduction to Sunstates Security ......................................................................... 6 History............................................................................................................................... 6 Outstanding Contract Security Company 2023 .................................................................... 7 2023 Inc. 5000 List ............................................................................................................. 7 Sunstates Security wins Training Magazine’s 2024 Training APEX Award ............................ 8 Sunstates Differentiators ................................................................................................... 9 Technology & Business Partnering ................................................................................... 12 A Full Range of Services. .................................................................................................. 14 Recruitment and Selection ................................................................................... 15 Recruiting ........................................................................................................................ 15 Security Screening & Selection Process ............................................................................ 16 Employee Benefits and Incentive Program ........................................................... 18 Health Care Options ......................................................................................................... 18 Other Benefits ................................................................................................................. 20 Incentive Program ........................................................................................................... 23 Training ................................................................................................................ 25 A. Pre-Assignment Training .............................................................................................. 26 B. On-the-Job Training ..................................................................................................... 27 C. In Service Training ........................................................................................................ 28 D. Ongoing Training ......................................................................................................... 28 Management Engagement & Reporting ............................................................... 32 What Management Checks Are in Place?.......................................................................... 32 Local Management .......................................................................................................... 38 Executive Management ................................................................................................... 40 Quality ................................................................................................................. 44 Transition ............................................................................................................. 47 Docusign Envelope ID: 08873B1B-BC4C-44E2-88E7-6F159AB20086 Confidential Prepared for Orange County North Carolina Pricing .................................................................................................................. 52 Major Clients ........................................................................................................ 54 Exhibit 1 – Real Time Reporting Software ......................................................................... 55 Docusign Envelope ID: 08873B1B-BC4C-44E2-88E7-6F159AB20086 Confidential Prepared for Orange County North Carolina Introduction to Sunstates Security History Sunstates Security occupies a unique niche in the security industry. The depth and breadth of our expertise and capabilities easily rival that of the industry giants, while our management team is involved and invested in every account to a degree that even in-house security teams often cannot match. More than two decades ago, Sunstates Security Chairman Glenn P. Burrell, CPP, recognized the potential for a security firm that could successfully combine the best of both worlds – “big company” resources and economies of scale plus the committed, individualized approach of a proprietary team. For 18 years, Glenn was engaged within some of the most elite law enforcement agencies in the world, including Scotland Yard and the elite Royalty Protection Unit, where he led protection of the Queen's private estate and her family. He is a long- standing authority on issues from anti-terrorism activities and oil rig and shipping interventions to SWAT team training and force protection. In 1998, Glenn and his wife Kathy moved to the US and formed Sunstates Security. Their vision was to provide discriminating companies with a viable, unique alternative to investing in cost- prohibitive proprietary security or entrusting their programs to firms more focused on boardroom mergers and acquisitions than on front-line security. The company was started with 30 employees, building the company on a solid foundation of Glenn’s international security experience and Kathryn’s business management background. Over the years, Glenn and Kathy carefully hand-picked a core of experienced leaders and career security professionals who now lead the organization, which has experienced exponential growth over the past ten (10) years. Today Sunstates has an operating presence across the country and employs nearly 6,000 world-class security professionals from public and private protection backgrounds, many of whom hold specialized certifications and highly sought -after expertise. Sunstates has grown exponentially but responsibly over the past decade, relying largely on the loyalty and referrals of a strong base of well-served clients who are growing with us. Our client retention rate averages 95% year in year out since Sunstates’ inception. Organic growth means Docusign Envelope ID: 08873B1B-BC4C-44E2-88E7-6F159AB20086 Confidential Prepared for Orange County North Carolina we can focus on advancing our protection technology, skills and strategies while maintaining the core values on which we were founded – values that have translated into service that makes clients choose us time and time again. Outstanding Contract Security Company 2023 Sunstates Security Named Top Guarding Company at ASIS’s GSX The OSPAs have awarded Sunstates Security Outstanding Contract Security Company for the 2nd year in a row. The US OSPAs is an independent global awards organization highlighting the best companies, people, projects and technologies that have significantly contributed to safeguarding people, places and property from all areas of potential crime and disorder. The announcement was made on September 10th at the ASIS GSX Awards Reception in Dallas, TX. 2023 Inc. 5000 List Sunstates Security is excited to announce we made the 2023 Inc. 5000 list. Our remarkable success is due to a combination of our hands-on operating structure and commitment to forming strong partnerships with clients who share similar values and operating philosophies. As we grow, our primary goal remains to provide a high level of customer service and to maintain our rigorous standards. We thank all our employees for their dedication, making recognitions such as this possible. We are grateful for our team's motivation and actions day in and day out. We also appreciate our loyal partners who have supported our growth. Docusign Envelope ID: 08873B1B-BC4C-44E2-88E7-6F159AB20086 Confidential Prepared for Orange County North Carolina Sunstates Security wins Training Magazine’s 2024 Training APEX Award Sunstates Security is honored to be awarded the 2024 global Training APEX Award by Training Magazine, the leading publication for learning and development professionals. This award ranks companies’ excellence in employer-sponsored training and development programs; the top 100 companies are recognized. Per Training Magazine, “All applications are judged quantitatively by an outside research company and qualitatively by Training‘s editor/publisher, Lorri Freifeld, and the Training Hall of Famers (organizations that earned a Top 10 placement in the Training APEX Awards rankings for four consecutive years).” Our training department worked vigorously with corporate team members and employees in the field to complete the extensive application. “Collaboration amongst the various departments was integral to our success, and our commitment extends beyond advancing Sunstates-specific training. We are dedicated to elevating our training initiatives to encompass Sunstates-specific programs and emphasize personal development and growth within our organization. This training APEX award recognition emphasized the transparency and unwavering enthusiasm our Corporate Training department exhibits in championing the exceptional employees within our teams,” stated Chrissy Glenn, Training Manager. Docusign Envelope ID: 08873B1B-BC4C-44E2-88E7-6F159AB20086 Confidential Prepared for Orange County North Carolina Sunstates Differentiators Just about every aspect of our operation sets us apart. Throughout this proposal, we will demonstrate how we have set our own standards for excellence rather than settling for meeting industry norms and expectations. Some of the differentiators that benefit our clients include the following: Unparalleled Management Presence Our regional management and executive leadership team play an active, integral role in account operations. Managers will visit your accounts several times per month. Not just at start-up but throughout the life of the contract, our management team will be a real, physical presence on site to perform inspections, provide officer support, and meet regularly with clients to ensure that we are fulfilling our performance obligations in compliance with contract specifications, legal regulations, and our own exacting internal standards. Local Staffing Resources Sunstates maintains an ample pool of available resources to meet extra staffing and emergency needs. At no additional cost to clients, we routinely cross-train select officers for sites where they are not permanently assigned. This practice ensures that we always have competent staff on call to provide coverage for special events and circumstances. Similar Market Expertise Sunstates has extensive experience providing customized security solutions to clients in a variety of vertical markets, including but not limited to the following: • Property Management • Residential Communities and High Rise • Education • Energy • Financial • Construction • Healthcare • Faith-based Organizations • Manufacturing & Logistics • Museums • Energy and Petro Chemical • Pharmaceutical • Ports • Retail Docusign Envelope ID: 08873B1B-BC4C-44E2-88E7-6F159AB20086 Confidential Prepared for Orange County North Carolina We are continuously entering new partnerships that require us to expand our existing vertical market expertise. Accordingly, we have developed, time-tested and refined our methodologies for investigating each enterprise’s particular challenge, assessing the risks and responding with effective mitigation strategies. Advanced Technology Solutions Sunstates Security is constantly searching for innovative means to manage cost by embracing and implementing technology where appropriate. Mobile apps, guard tour systems, electronic reporting and GPS systems for vehicles are just a few examples of how technology can assist Sunstates Security in maximizing efficiency which has a direct impact on servicing cost. Paperless Assessment and On-Boarding Process: Sunstates utilizes an Integrated Applicant Tracking Solution (iATS) to seamlessly post to online job boards, manage candidate information and communications, and allow for applicants to submit applications online. Additionally this tool is integrated with background and drug screening to ensure accuracy and compliance. Most importantly this paperless process saves management time and reduces the time it takes to select and onboard new employees. Time & Attendance: Sunstates Security utilizes the most advanced technologies and built in redundancies to ensure accurate payroll and invoicing and maximum convenience for our employees and our clients. WinTeam, our time-keeping, pay and billing software that will be utilized for all schedules and invoicing. We also have the capability through WinTeam to utilize biometric thumbprint screening. ‘ Cloud Based Reporting: eHub: Sunstates utilizing a cloud-based integrated payroll, scheduling and quality assurance platform with a customizable smart phone app (eHub) mobile applica tion managers can log in anyplace anywhere to keep their finger on the pulse of our Quality Assurance measures for sites, employees and branch inspections. Web Based E-Learning: Sunstates Security’s cutting edge E-Learning platform allows any Sunstates employee with a live internet connection the ability to login to his or her own personal E-learning portal, anytime, anywhere, and access an entire library of courses designed specifically for security professionals. The Sunstates online learning library is continuously growing, and to date has over 500 courses. Docusign Envelope ID: 08873B1B-BC4C-44E2-88E7-6F159AB20086 Confidential Prepared for Orange County North Carolina Cloud Based Incident Management Tools Sunstates Security has numerous strategic technology partners with whom we have longstanding and successful relationships; working with these partners we are able to offer integrated security solutions combining people and technology to provide comprehensive security solutions for our clients. Real time reporting software is a tool that allows users to report incidents, respond to tasks, and scan checkpoints to a live issue monitor. While in the field users can take pictures, record audio files, and add notes to generate detailed reports quickly and easily. Reporting capabilities include daily activity tracking, trend analysis, and incident reporting, and can be customized to meet property-specific needs. Below is an overview of our most popular software, Lighthouse, that we are recommending for your organization. Please refer to Exhibit 2 for sample reporting formats. Docusign Envelope ID: 08873B1B-BC4C-44E2-88E7-6F159AB20086 Confidential Prepared for Orange County North Carolina Technology & Business Partnering Docusign Envelope ID: 08873B1B-BC4C-44E2-88E7-6F159AB20086 Confidential Prepared for Orange County North Carolina Docusign Envelope ID: 08873B1B-BC4C-44E2-88E7-6F159AB20086 Confidential Prepared for Orange County North Carolina A Full Range of Services. Our goal is to meet 100% of your security needs. We are continuously enhancing our capabilities and resources to ensure that whatever your security challenge, Sunstates is the best solution. Security Officer ServicesAlarm Response Teams Customizing Tour Reports Engineering Inspections Facility Monitoring Fire Safety Inspections Mail Room Services Reception Duties Weigh Station Operators Fire Watch Patrol ServicesFleet Management Programs Fleet of Professionally Equipped Patrol Vehicles Satellite Tracking & Recording Systems SpecialtyServicesCovert Surveillance Emergency Services Executive Protection Investigations Security Escorts Special Events Staffing Solutions Temporary Services Risk Assessments Security Consultations Docusign Envelope ID: 08873B1B-BC4C-44E2-88E7-6F159AB20086 Confidential Prepared for Orange County North Carolina Recruitment and Selection The best security officers have people skills and professional aspirations that shine through in every aspect of their appearance and conduct, from the creases in their trousers to the smiles on their faces to the earnest attention they devote to performing their duties precisely to specification. At Sunstates, we are adept and disciplined at recruiting and screening large numbers of candidates to pinpoint the best potential security officers – the few who qualify to represent our company and yours. Recruiting We cast a wide net to find the right people – people who will project the right impression for your unique environment. We are extremely proud of our paperless application and onboarding process. This streamlines our process minimizing admin time for our management teams, improves accuracy and accountability and furthers our dedication to “green” initiatives. Our management team will recruit and hire based on your culture and your priorities, whether you need friendly faces to greet and interact with your staff and visitors, a more serious presence to actively deter threats, a little of both, or something in between. Incumbent Staff With your approval, we welcome and encourage incumbent officers to continue their service as Sunstates Security officers, assuming they meet our hiring criteria. We prefer to retain account expertise and continuity wherever possible, and quality incumbent personnel can be instrumental during a transition. Current Sunstates Employees We regularly transfer or promote existing employees for open positions at new accounts. We like to maintain a balanced ratio of new and experienced officers, so newer team members always have access to the guidance and direction of seasoned staff members. Docusign Envelope ID: 08873B1B-BC4C-44E2-88E7-6F159AB20086 Confidential Prepared for Orange County North Carolina Other Recruiting Sources Following are some of the many resources we draw on to recruit candidates for positions not filled by incumbent staff or through internal recruiting. • Dedicated corporate and regional recruiters • Online recruitment boards and internet postings • Veterans Services: Sunstates Security makes specific effort to employ veterans whenever and wherever we can and have signed a statement of support to the Employer Support of the Guard and Reserve (ESGR), an initiative of the U.S. Department of Defense (DoD). • Colleges including seminary colleges • Churches, councils, military bases • Retired law enforcement and correction officers • Out-placement military posts • Fire department and emergency services personnel • State and local employment commissions • Referral bonus plan for current employees • Targeted job fairs and newspaper listings Security Screening & Selection Process Sunstates Security sets unusually high standards for employment, with screening practices and hiring criteria that exceed the requirements of most clients and licensing authorities. The following screening measures are performed in addition to any specific checks required by individual state licensing authorities. Application and Interview Summary Sunstates screens for applicants who are well suited in personality, and who have the appropriate skill set to be successful in the security field. Sunstates utilizes the following measures to help determine the suitability of an applicant for available position openings: • 107 Question pre-application personality profile questionnaire • Online application integrated with the Sunstates Applicant Tracking system • Telephonic and in person interviews • Verification of fluency and communication skills • Skills/aptitude testing, depending on the specific job placement characteristics Following the application and interview process, suitable candidates will continue through the background investigation phase. Docusign Envelope ID: 08873B1B-BC4C-44E2-88E7-6F159AB20086 Confidential Prepared for Orange County North Carolina Background Investigation • Social Security Number (SSN) Trace: o Verification and validation of identity and addresses of past residences • DHS E-Verify Check: o Validation of citizenship and legal authorization to work in the United States • Criminal Background Checks with enhanced search parameters: o Enhanced nationwide criminal history search using name and date of birth to search where the applicant has resided, worked, or travelled o Supplemental search of over 2,000 US booking and incarceration sites for any information that might not have been picked up in other databases o Sex Offender Registry check: searches of the Federal Department of Justice, which includes real time listings of registered sex offenders for 50 states • Drug Screening: - State of the art 10 panel oral swab test with results immediately available through a mobile application. - All inconclusive/non-negative test results confirmed in a certified laboratory with an MRO. • Motor Vehicle Records (MVR) Background Check: - Required for all officers with driving assignments The above background investigation results are carefully reviewed by the Corporate Legal & Compliance Department prior to authorization for hire. Certain aspects of this process are subject to adjustment based upon jurisdiction to ensure we are in full compliance with Federal, State & Local laws including the Fair Credit Reporting Act (FCRA). Note: Sunstates is also equipped to customize and enhance any of the above criteria up to what is legally allowable. Ongoing Random Drug Screening All employees are subject to computer generated random drug screening, with two 2% of employees randomly screened each month (24% annually). Conclusion We know the best people in the security profession, even the most promising entry-level candidates, have plenty of attractive options. We have structured our operation to attract the choicest candidates and to empower and reward their growth so they move u p within our ranks, rather than moving on. Docusign Envelope ID: 08873B1B-BC4C-44E2-88E7-6F159AB20086 Confidential Prepared for Orange County North Carolina Employee Benefits and Incentive Program Sunstates Security offers an unprecedented benefit package to our employees that exceeds industry standards, including major medical coverage to supervisors at minimal cost, and a 401(k) program that includes an employer match. Our enhanced benefit program is designed to attract and retain quality employees by investing in them on the front end versus paying costs associated with high levels of attrition. We continuously re-visit and re-evaluate our benefits and incentive program to ensure that it remains reasonable, compliant, and appropriate for the level of employee on whom we are willing to stake our reputation and your safety and protection. A description of benefits and incentive options available to our employees is set forth below. Health Care Options Health Care Options for Security Officers: ACA Compliant Medical Plan Sunstates offers three options for officers, the Minimum Essential Coverage (MEC) Preventative Plan, the MEC Care Plus Plan, and the MEC Care Plus Network Plan. Sunstates pays 51% of the premium for the employee only preventative plan and contributes that same dollar amount to those that upgrade to one of the other plans or choose coverage to include family members. The MEC Plan satisfies the individual mandate, covers a wide range of preventative and wellness care procedures at no cost to the insured, and does not require a deductible, copays, or coinsurance. Officers also have the option to enhance this coverage with Accident and Critical Illness Coverage and/or a Hospital Indemnity Plan. Officers also have the option of buying up to the MEC Care Plus Plan, which covers a wide range of preventative and wellness care procedures at no cost to the insured, as well as physician office visits and prescriptions. The plan was upgraded in 2023 to include the MEC Care Plus Network Plan which utilizes the PHCS Network to offer in and out of network benefits. Docusign Envelope ID: 08873B1B-BC4C-44E2-88E7-6F159AB20086 Confidential Prepared for Orange County North Carolina Galileo Telemedicine A new benefit for officers in 2024 is Galileo Telemedicine for all employees enrolled in a medical plan through ACS. This provides access to virtual care that is affordable and accessible with NO COPAYS. All officers have 24- hour access to full-time primary care providers and Board Certified Specialists covering 20+ specialties. Concierge advocates are available to assist in navigating conditions and care coordination. This program provides the opportunity to speak with a licensed physician on the phone, and, if appropriate, get a prescription. Disability, AD&D, Dental and Vision options are also available to all officers. Dental Insurance Program: Security Officers have access to dental insurance through Lincoln Financial. Preventive services are covered by the plan at 100% and other services are covered with coinsurance. Vision Benefits Program Security Officers have access to vision benefits through Blue Cross Blue Shield. The program is provided through a nationwide network and provides benefits for examinations, lenses, frames. Health Care Options for Site Manager / Supervisor Major Medical Plan: Site Supervisors managing 168+ weekly hours are offered major medical plan coverage through Blue Cross Blue Shield at a minimal cost of $25.00 / month for single person coverage. Supervisors also have the option of buying up to enhanced plans and adding additional family coverage. There are three plans to select from, all of which include physician co-pays, prescription co-pays, hospitalization, and emergency room care. They are also offered disability, voluntary life, Teledoc services, dental and vision. Docusign Envelope ID: 08873B1B-BC4C-44E2-88E7-6F159AB20086 Confidential Prepared for Orange County North Carolina Dental Insurance Program: Site Supervisors / Managers have access to dental insurance through Lincoln Financial Group. This voluntary PPO plan covers preventative visits at 100% and other services at varying percentages after meeting the deductible. Vision Benefits Program Site Supervisors / Managers have access to vision benefits through Blue Cross Blue Shield. The program is provided through a nationwide network and provides coverage for examinations, lenses, frames. Other Benefits ▪ 401K Plan with Employer Match Sunstates is proud to offer the Sunstates Security Retirement Savings Plan in partnership with Empower. The company’s 401k plan allows employees to save money for retirement on a pre-taxed basis. As an incentive for saving and to reward those who participate, Sunstates Security offers an employer matching contribution of 25% ($0.25 for every $1.00 invested), up to 8% of their pay. The enrollment process is simple, and employees have the option to enroll bi-annually. Employees are eligible to participate in the plan after the completion of six months of service with the company and at least 500 hours worked. ▪ Life Insurance & Short-term Disability Insurance Employees are provided term Life and AD&D insurance coverage at no cost to the employee. Amount of coverage is based upon employee tenure and provides $5000 coverage for employees with less than five years of employment, and $10,000 for employees with over five years of employment. This is a term policy which does include a benefit step down after age 65. ▪ Paid Vacation & Bereavement Leave Full-time employees earn one-week paid vacation after the first year of employment and up to three weeks paid vacation after five years of employment. Additionally, employees are provided paid time off for the unfortunate loss of an immediate family member following one year of employment. Docusign Envelope ID: 08873B1B-BC4C-44E2-88E7-6F159AB20086 Confidential Prepared for Orange County North Carolina ▪ Holiday Pay Hourly employees working on any of the following holidays will be paid at 1.5 times their regular pay rate. ⎯ Memorial Day ⎯ Independence Day ⎯ Labor Day ⎯ Thanksgiving Day ⎯ Christmas Day ⎯ New Year’s Day The above holidays as well as other contractually stipulated holidays can be invoiced as they occur or included in the regular invoice rate. Unless otherwise specified, holidays are invoiced as they occur at 1.5 times the normal rate. ▪ Weekly Pay via Direct Deposit or Pay Cards Sunstates employees enjoy convenient weekly access to their paychecks through direct deposit or Visa pay cards to assure immediate access to their earned compensation without delay. ▪ Employee Assistance Program Sunstates Security understands that stress caused by work, personal or financial problems can have a profound effect on the health, happiness and productivity of our employees. Sunstates is proud to offer an employee assistance service that provides an outlet to discuss work or personal issues and provide short term counseling at no cost to the employee. Employees may contact a qualified counselor 24/7 to assist with any type of individual or family problems, including financial issues, marital counseling, childcare or dependent counseling issues, substance abuse issues within the family, or any other type of problem that is causing a negative impact on their health and/ or quality of life. ▪ Credit Union Enrollment Sunstates Security offers employees an additional financial benefit through an optional membership with Allegacy Credit Union. Credit unions typically pay higher yields on savings, offer more competitive loan rates, and charge lower service fees than commercial banks , and are often the most economical way to achieve common financial goals. The benefit is transferable, so membership remains active even if the member transfers employment or retires. Docusign Envelope ID: 08873B1B-BC4C-44E2-88E7-6F159AB20086 Confidential Prepared for Orange County North Carolina ▪ GreatWorkPerks Sunstates offers all employees a free membership to GreatWorkPerks, allowing them to take advantage of discounted gym memberships, entertainment tickets, hotels, shopping, educational programs, and more. This is a new program implemented in 2023 in response to an employee engagement survey that was met with an overwhelming request for more perks. NEW! Docusign Envelope ID: 08873B1B-BC4C-44E2-88E7-6F159AB20086 Confidential Prepared for Orange County North Carolina Incentive Program We have a robust incentive program in place to recognize and reward our employees for outstanding performance. These incentives have proven highly effective at motivating our employees at all levels to stay with our company and excel in their duties. Sunstates Employee Appreciation Program Understanding that our employees are what drive our success and set us apart from our competition, Sunstates recently rolled out an Employee Appreciation program to recognize security team members for hard work, dedication, and professionalism. During site visits, Sunstates Managers will pass out appreciation cards recognizing officers for a job well done. The cards can be accrued and redeemed for Sunstates logo items. Most importantly, the Employee Appreciation Program provides positive reinforcement for good performance, reminds officers of the difference they make, and lets them know that they are valued and respected as a part of the Sunstates Security team. Employee and New Business Referral Bonuses Employees who have referred candidates to Sunstates for employment will receive $200.00 dollars for each part-time employee referred and $400.00 for each full-time employee referred following successful completion of 90 days of employment. Hourly employees referring a qualified new business lead that leads to a sale will receive a one- time bonus following the first 30 days of service equivalent to $1.00 for each hour per week of the new account. Employee of the Month Award Outstanding employees are nominated by their immediate supervisor or manager on a monthly basis for extraordinary performance. The selected recipient each month receives a monetary award as well as recognition in the company newsletter with a photograph and documentation of his or her achievement. Education Reimbursement We offer and encourage our people to take advantage of educational opportunities, tools and resources that are essential for professional growth and development. Sunstates offers employees reimbursement for higher education learning up to $1,000 dollars per year for pre-approved and successfully completed course work. We Docusign Envelope ID: 08873B1B-BC4C-44E2-88E7-6F159AB20086 Confidential Prepared for Orange County North Carolina continually provide access to other learning materials and support our employees need to expand their expertise and proficiencies, build skill sets and ultimately achieve their personal career goals. Service Awards We reward employees after two years of service with an annual holiday bonus. Additionally, we honor our loyal employees after five and ten years of service with special certificates, a gold lapel pin, and a monetary award. Employee Involvement Initiatives We distribute Sunstates newsletters at every site to foster appreciation and awareness of our company culture, and we hold employee meetings every month to promote and encourage team involvement, team pride and team loyalty. We also sponsor special functions such as barbecues and pizza parties in honor of outstanding inspections and other noteworthy achievements. Management Mentoring and Support Our management professionals employ a motivational, mentoring approach that is in and of itself an incentive to deliver extraordinary performance. With managers visiting each site several times per month, our employees know they are under close observation, and they take pride in earning the notice and approval of the management team. Each employee’s performance is evaluated on an annual basis, at which time Sunstates strives to provide merit increases tied to documented individual performance. Our site management team conducts the employee evaluation and review, informed by feedback from clients when possible. Career Advancement As our company continues to grow, new positions and opportunities are opening up every day at all levels of our organization. The supervisors and managers working alongside our officers have risen through the ranks themselves and are living proof of Sunstates’ commitment to promoting from within. Of all the benefits and incentives we offer our employees, we believe those that ultimately have the greatest impact on employee retention, satisfaction and performance are career advancement and continuing education, which go hand in hand with one another . Docusign Envelope ID: 08873B1B-BC4C-44E2-88E7-6F159AB20086 Confidential Prepared for Orange County North Carolina Training True security professionals don’t stop to deliberate or consult handbooks when confronted with a security issue or threat. They move swiftly, putting into action lessons absorbed through general and site specific training, drills, and preparation. Security officers need proper training and development to internalize what they learn, so that under fire, their automatic, instinctive responses will be right on target. You can depend on Sunstates Security to staff your site with a team that has been trained to this standard. Our Corporate Training Department has designed and implemented a powerful, results-oriented training program that effectively meets the needs of our entry- level security officers on up to senior account executives. Instead of taking a one-size-fits-all approach to training, Sunstates has developed an extensive, steadily expanding library of available courses that we consider to be the building blocks for an effective training program. During the transition process, our Corporate Training Team works with the operations management team and the client to identify the best combination of building blocks – training courses – to train security officers in the specific requirements of the site. In this way, we custom-develop the training curriculum for each site from the ground up. Our Legal & Compliance Department confirms that every Sunstates officer meets the program requirements, which encompass a variety of content as mandated by the state and as mutually agreed upon by the client and Sunstates. As a Sunstates client, you can rest assured that every officer on your team meets a rigorous training standard and is fully prepared for the challenges of the assignment. Docusign Envelope ID: 08873B1B-BC4C-44E2-88E7-6F159AB20086 Confidential Prepared for Orange County North Carolina A. Pre-Assignment Training State Mandated Training State-mandated pre-assignment training / certification courses vary across the country in terms of content, number of hours, and how it is presented (i.e., through a certified Sunstates trainer or a state licensed training facility). Pre-assignment training addresses state laws and regulations governing the private security industry and covers essential security fundamentals such as instruction in report writing, communication, deportment, legal issues, emergency response, patrol techniques and more. At the conclusion of the training, applicants are required to pass a written test. Sunstates and Orange County North Carolina Orientation Training This classroom-based training provides officers with information about the company and its history, company procedures, employee requirements and safety training, as well as those of the client. ■ Welcome to Sunstates video ■ Company Policies & Procedure ■ Employee Handbook ■ Sunstates Accident-Free Environment (SAFE) Training – based upon the precept that any injury can be prevented, SAFE training focuses on each officer’s responsibility to work safely and to strive to prevent injury to themselves and others. Officers learn about common unsafe actions in the workplace and are instructed on how to identify unsafe working conditions, recognize safety issues and respond appropriately. ■ Mission and Function of Security Officer Operations (purpose and duties of security guards). ■ Thorough understanding of a Security Officer’s duties under this Agreement Docusign Envelope ID: 08873B1B-BC4C-44E2-88E7-6F159AB20086 Confidential Prepared for Orange County North Carolina Specialized Training Your custom-designed training program can include any number of specialized courses. Our certified instructors routinely provide specialized training for security personnel on topics such as: • Serving as a Concierge or Public Ambassador • OC pepper spray • CPR and AED • Basic First Aid • Certified defensive driving techniques • Hazard Communication • Blood Borne Pathogens • Verbal De-escalation techniques Specialized training may be delivered in the classroom, online, or through ongoing drills / table top exercises. These, or other requested specialty trainings, can be provided as an additional direct billed expense. B. On-the-Job Training Each officer receives site specific training administered by the site trainer or Sunstates manager before ever performing a duty alone. The number of hours of training varies from 16-40 dependent on complexity of role and individual client requirements. The basis for site-specific training is the customized, site-specific Standard Operating Procedures (SOP) Manual, created to address all aspects of security officer duties at the specific site. At the conclusion of an officer’s initial training, the site supervisor sits down with the officers to review all points covered in training and to have them confirm their understanding by signing off on the SOPM. At that time the officer is afforded the opportunity to ask for further training in any areas they believe they have not fully comprehended. Once the site supervisor conducts a training review with the officer, and the supervisor is satisfied that the officer has been properly trained, the officer is then assigned to a permanent shift. Docusign Envelope ID: 08873B1B-BC4C-44E2-88E7-6F159AB20086 Confidential Prepared for Orange County North Carolina C. In Service Training SOLO (SUNSTATES OFFICERS LEARNING ONLINE). Above and beyond the state-mandated training requirements, we require every officer to complete Sunstates Officers Learning Online (SOLO), a 12-module internet-based training course, within the first 90 days of employment. SOLO modules cover the following topics: ■ Basic Law for Security Officers ■ The Security Officer and Law Enforcement ■ Basic Procedures for Court Appearances ■ Crime and the Security Officer ■ Property Protection and Patrol ■ Collecting & Reporting Information ■ Fire Prevention & Control ■ Controlling Flow of Traffic (vehicular and pedestrian) ■ Special Problems for the Security Officer ■ Weapons and Self Defense ■ Leadership ■ Terrorism Awareness ■ Recognition of suspicious persons ■ Recognition of dangerous devices Officers are provided a username and password to access the SOLO courses through www.SunstatesSecurity.com. Officers can complete this training from home or, with the client’s permission, from work. Officers complete the modules in a designated order and must pass a quiz on each module with a score of 100% to continue on to the next module. Once all 12-modules are complete, officers must pass the final exam with a score of 100%. D. Ongoing Training Our trainers are always at work developing compelling content for ongoing training. Whether the topic of the training seminar is one of general interest for officers throughout the region, or site-specific material developed at a client’s request, our trainers keep the subject matter fresh, relevant, and engaging to the officers. Beyond the instructor-based training, our trainers regularly issue bulletins, letters, updates and alerts on different safety training topics, providing a continuing education component to SAFE training. Docusign Envelope ID: 08873B1B-BC4C-44E2-88E7-6F159AB20086 Confidential Prepared for Orange County North Carolina In addition to maintaining state certification requirements, Officers assigned your site will receive ongoing / continuing education on the topics most important to you through the Sunstates Academy online learning platform. Much like the SOLO training program described above, officers will be assigned course modules on the topics of your choosing that include testing at the end which is tracked through the Sunstates Academy online learning system. Due to the flexibility of our system, event-related topics can be integrated into the monthly training. We will work with your management team to pre-determine subjects to include ongoing training but have the flexibility to adapt topics to meet situational requirements. Web Based E-Learning: Sunstates Academy Sunstates Security’s cutting-edge E-Learning platform allows any Sunstates employee with a live internet connection the ability to login to his or her own personal E - learning portal, anytime, anywhere, and access our library with hundreds of courses designed specifically for security professionals. Course topics range from basic security officer training, to Department of Homeland Security certificate programs, to leadership & development courses for supervisors and managers. And because the Sunstates Academy is secure and customizable, clients can enjoy the peace of mind of knowing that training designed specifically for their facility is assigned only to Sunstates employees who have a need to learn that material. Supervisory & Management Training At Sunstates Security, we're committed to hiring, developing and retaining a diverse and exceptionally qualified workforce. The Sunstates Leadership Candidate Program is designed to help with professional career growth by developing new skills and behaviors to help employees reach short and long-term goals. Managers can nominate qualified employees for this program and will be an integral part of the learning process. This development program will last at least 3 months and incorporate the below eligibility and program requirements. Eligibility Requirements: ✓ 4-year degree or equivalent experience preferred ✓ In good company standing (no recent write-ups, good attendance, etc.) Program Requirements: ✓ Completion of Sunstates Academy Leadership Candidate courses Docusign Envelope ID: 08873B1B-BC4C-44E2-88E7-6F159AB20086 Confidential Prepared for Orange County North Carolina ✓ Biweekly call or meeting with Operations Manager ✓ Monthly call or meeting with Regional Manager ✓ Maintain good company standing This program is designed to identify potential future leaders and help coach and develop them for professional career growth. Managers will nominate an eligible employee to participate and be an integral part of the learning process. The training includes modules on performance issues, leadership skills, proper disciplinary procedures, accident investigation techniques, handling performance reviews and much more. Sunstates Academy course requirements include but are not limited to the following topics: Behavioral Interview Increasing Your Emotional Intelligence Employee Engagement Coaching for Development Navigating Difficult Conversations Meetings Managing Up Role of the Operations Manager Email Use The Golden Rule Leadership 101 Talk Like A Leader Learning to Manage The Art of Influencing Others Developing Positive Relationships at Work Emotional Intelligence Effective Listening Skills Assertiveness Training Ethics in the Workplace Diversity Awareness Critical Thinking Skills Cultural Competency How to Make Yourself Indispensable How to Manage Your Emotions Organizational Trust Productive Work Habits Social Media at Work Training Compliance Sunstates utilizes a Compliance Tracker through a cloud-based integrated payroll, scheduling and quality assurance platform to ensure employees are compliant with training and corporate polices as well as legal and regulatory requirements. Compliance Tracking Codes are set up within the performance requirements that are tied to employees, jobs and posts. These Compliance Tracking Codes allow Sunstates to track specific skills, training and other requirements specific to client sites. The Compliance Tracking Codes can be set up as specific to a single post during a single shift. Warning messages alert management when trying to schedule employees who do not meet the specified compliance requirements. Refer to the following page for screen shots from the Sunstates Academy online training platform illustrating the record of an officer who has successfully completed all training modules assigned and several elective courses, as well as an example of an incomplete training profile with outstanding courses highlighted. Docusign Envelope ID: 08873B1B-BC4C-44E2-88E7-6F159AB20086 Confidential Prepared for Orange County North Carolina Completed Training Profile In Progress Training Profile Highlighting Outstanding Courses Docusign Envelope ID: 08873B1B-BC4C-44E2-88E7-6F159AB20086 Confidential Prepared for Orange County North Carolina Management Engagement & Reporting Sunstates Security provides an unparalleled level of service driven by stringent internal standards and hands-on management practices. The business portfolios of Sunstates managers are purposely limited to ensure that they have the time to be a consistent presence at each client site several times each month. Officers and clients receive direct management support on a regular basis and there are continuous opportunities for reciprocal communication to ensure contract compliance and customer satisfaction. This is the basis of our service model and an important differentiator from our competition. The following is a detailed list of management checks / reports, each of which has a corresponding quality assurance balance. What Management Checks Are in Place? ✓ Several Management Site Visits Each and Every Month Every site served by Sunstates is visited several times per month by a member of our management team, according to a management plan custom-designed for the site. Site visits may be performed by multiple levels of management to include site level, local / regional, and executive leadership. While management team members visiting and frequency of visits may vary from month to month, Sunstates is committed to providing multiple management several times per month by managers vested with responsibility and accountability for specific aspects of our process. The regular physical presence of these individuals on site creates a network of mid -level and high-level managers with live, working knowledge of your site, your challenges, your priorities, and your expectations. They each bring a different perspective and unique expertise to the table, with the collective goal of establishing a benchmark at your site for incomparable service. By subjecting each site to the ongoing involvement and scrutiny of an off -site management team, we maximize our capacity to be pro-active with security solutions and innovations, rather than merely reactive. While our site team is focusing on the demands a nd details of daily service, our off-site team is continuously monitoring the operation close-up and from a bird’s eye view, confirming performance as promised while continually re-evaluating and re- assessing our process. Our proactive monthly visits drive our management and continuous quality improvement system while allowing us to accomplish key objectives. Docusign Envelope ID: 08873B1B-BC4C-44E2-88E7-6F159AB20086 Confidential Prepared for Orange County North Carolina • We observe and analyze the security operation from “the inside.” Managers at all levels of our organization take time to visit sites and perform inspections. Sunstates utilizes a cloud-based integrated payroll, scheduling, and quality assurance platform for creating reports in the field. Managers log in through a customizable smart phone app (eHub) to perform quality assurance checks and officer / site inspections. Our Quality Assurance Program allows Sunstates to manage jobs and connect and manage employees, create, and respond to questions, act based on responses and share results. The quality assurance module is built around "Checkpoints", or question-and-answer lists created to inspect or evaluate job sites and employees to our clients’ satisfaction. The use of the app during the quality assurance process provides a digital record of the review showing a time/date/location confirmation and can include photos of an employee in uniform or something noteworthy at a site location. Deficiencies are created when scores do not meet pre- defined quality standards. Once a Checkpoint is completed, deficiencies can be reviewed and addressed. Sunstates managers then create reports from Checkpoint information to share results or post results, so employees and clients are informed. Sunstates can customize the quality assurance checks to create trackable metrics assuring we are meeting or exceeding our clients’ expectations. eHub Features Workforce Management Provides field-based security managers mobile tools to keep your service delivery engine running. eHub seamlessly connects the field to the back office, ensuring they always have access to the latest information. Provides managers with the capability to manage budgets, schedules and time and attendance; create and complete work tickets; and send messages and requests. Additionally, provides a tool for quickly and easily filling open shifts, capturing billable work, and reporting on inspections all through a secure web or mobile app. Docusign Envelope ID: 08873B1B-BC4C-44E2-88E7-6F159AB20086 Confidential Prepared for Orange County North Carolina The free mobile application is compatible with iPhone®, iPad® & Android™ devices. • We continuously measure our team’s performance. Every visiting manager inspects the site security operation, evaluating and documenting findings across more than 20 different metrics. Performance in each area is formally scored, with commentary where appropriate, and as data is entered for each metric, live graphing provides an instant, visual representation of how effectively we are managing performance consistent with regulatory requirements, client specifications and our internal standards. Less than perfect scores result in swift, responsive improvements. We can also custom-develop performance metrics to meet specific client needs, for use in addition to our internally developed performance measurement system. EHub Checkpoints or Quality Assurance Audits cover site specific audits, training and safety audits, quality audits, regional office audits, vehicle fleet audits, customer satisfaction reports. All available for mobile devices: • Site specific/Customizable QA audits, - topics and questions vary depending upon client Training & Safety QA Audit, 20 questions Docusign Envelope ID: 08873B1B-BC4C-44E2-88E7-6F159AB20086 Confidential Prepared for Orange County North Carolina • Site Inspection (Spot Check) QA Audit, 10 questions • Account QA Audit, 21 questions Others: • Regional Office QA Audit • Vehicle Fleet QA Audits • Customer Satisfaction Report/KPI Review Customers can be granted access to these reports/QA’s with an issued logon/password. • We provide on-the-spot training, motivation and mentoring for the site team. Our visiting managers are experts at helping our site teams experience the satisfaction and fulfillment that comes from a job well done. They balance critical oversight with positive feedback and even hands-on coaching to help build strengths, skills, and competencies. They actively engage our officers in the process of discovering how we as a team could do things better. Many of our visiting managers have risen through the ranks themselves, and their watchful, perceptive presence reassures officers of their own future potential. Our management team conducts formal employee performance reviews on an annual basis, providing each employee with positive reinforcement as appropriate and mapping out goals for the future. The performance evaluation and review process is a learning experience for each officer, an opportunity to reassess career objectives, and a source of motivation, as the potential for merit pay increases is tied to performance. ✓ One formal Quality Assurance Site Assist Visit at a minimum every six (6) months At every Sunstates site, the Regional Manager or Director conducts a minimum of one Quality Assurance Site Assist visit during the first half of the calendar year and another during the latter part of the year. The goal of these visits is to evaluate and score the operation across a total of more than 30 different metrics in the following areas. • Manuals and documentation • Human resources • Risk management • Professional image • Continuing education modules • Training and education records • Safety compliance Docusign Envelope ID: 08873B1B-BC4C-44E2-88E7-6F159AB20086 Confidential Prepared for Orange County North Carolina • Customer relations As data for each metric is entered, this dynamic electronic form provides live charting and graphing of composite evaluation scores in each overall area. ✓ One or More Face-to-Face Meetings per month between the Local Regional Manager / Director and the Client There is no substitute for personally spending time with our clients on an ongoing basis. Face time creates a comfort level and bond that gives rise to the sense of genuine partnership and unified team spirit we seek. Our Regional Manager or Director comes to client meetings prepared to discuss progress and improvements at the site, with supporting documentation drawn from the monthly Spot Checks or from Site Assist Visits. If in the course of any of our management visits, concerns were identified requiring our client to take action – for instance, if we have noted that a fire extinguisher needs to be refilled – our Regional Manager or Director checks on the status of that action item during the monthly meeting, and continues to re-visit the concern every month until it is resolved. We conduct these ongoing status checks on open action items because we understand there are many demands on your time and attention. We know our performance is a reflection on you. We are serious about providing you with extraordinary support and resources, along with documentation of service levels and improvements that will validate your choice of Sunstates and provide concrete eviden ce of the success of the security program under your management. ✓ One or More Meetings per week between the Site Supervisor (or Site Manager) and the Client Our Site Supervisor or Site Manager touches base with the client face-to-face, or if circumstances demand, by phone, at minimum once per week. In all actuality, at most sites, there is daily contact between the Site Supervisor or Site Manager and the client. But the “once per week” mandate ensures that even if a client is traveling or otherwise not immediately accessible, there is never any disconnect or weakening of the bond between the client and the site team. ✓ Daily Activity Reports (DARs) and Incident Based Reports (IBRs) Every day, site personnel complete Daily Activity Reports (DARs) and Incident Based Reports (IBRs) if called for. These reports are forwarded daily to the local Region office, enabling the Regional team leader to easily keep tabs on the site between management visits and client Docusign Envelope ID: 08873B1B-BC4C-44E2-88E7-6F159AB20086 Confidential Prepared for Orange County North Carolina meetings. Regional personnel carefully review these reports and follow up with the site team immediately on any action items. ✓ Other Reports and Documentation In addition to the QA reports above and the DARs and IBRs described in the preceding check, site personnel maintain and produce a variety of other reports and documentation, such as: • Shift pass down logs • Site inspection logs • Client-specific reports • Special reports such as energy management system reports, surveillance or building system reports • Officer evaluations • Payroll reports • Client contact reports Our managers can rely on the comprehensive documentation maintained for each site to provide an accurate picture of site security activity at any given time. Docusign Envelope ID: 08873B1B-BC4C-44E2-88E7-6F159AB20086 Confidential Prepared for Orange County North Carolina Local Management Gerry Stickl Regional Director A member of the Sunstates Security management team since 2016, Gerry initially joined the company as a Regional Operations Manager for the Raleigh region. He was promoted to Regional Manager overseeing the Raleigh/Durham region and coastal eastern NC. Most recently Gerry was promoted to Regional Director, adding the Winston-Salem / Greensboro, and Charlotte regions to his management scope. With over 26 years of experience in the security management / loss prevention industry, Gerry is very knowledgeable about all phases of contract security, from program design and implementation to training and managing a team that is focused on loss reduction and safety improvement. Highly customer service oriented, Gerry works closely with clients to understand their needs and ensure that the Sunstates team is delivering a program that fulfills their requirements and service expectations. In addition to hi s experience working with both large and small contract security companies, Gerry also has a background as a private business owner, inventing, patenting, marketing and selling a new fire protection / suppression agent. Prior to joining the private security industry, Gerry had a distinguished career in law enforcement, serving in numerous supervisory and special operations positions, with a focus on internal affairs, narcotics interdiction and fraud investigation. He is a North Carolina Private Protective Services Board licensed Private Investigator and Certified Armed and Unarmed trainer, as well as a certified concealed handgun carry instructor. Elizabeth Watson Senior Operations Manager A member of the Sunstates Security team since 2017, Liz initially joined the company as a Regional Support Manager for the Raleigh region. After excelling in that position, Liz was promoted to Operations/Account Manager, managing a portfolio of over $2.5M annually and a team of 80+ employees. In 2022 she was promoted to National Account Manager for prominent client, and in 2023 assumed her current position of Senior Operations Manager. A proven manager and team player, Liz has a wide range of experience in inclusion and diversity, mediation, coaching, training, recruiting, hiring, onboarding, as well as process development and documentation. She is Docusign Envelope ID: 08873B1B-BC4C-44E2-88E7-6F159AB20086 Confidential Prepared for Orange County North Carolina particularly adept at maintaining high standards of regulatory compliance and leading her team to achieve all business objectives. She is highly adept at turning challenges into successes through establishing and cultivating client relationships, culminating in greater productivity, reduced exposure to regulatory issues, and enhanced customer service. Docusign Envelope ID: 08873B1B-BC4C-44E2-88E7-6F159AB20086 Confidential Prepared for Orange County North Carolina Executive Management Denis J. Kelly Chief Executive Officer A member of the Sunstates management team for over 11 years, Chief Operating Officer Denis Kelly is responsible for oversight of all company operations, human resources, finance, business development and marketing. Serving clients well is a perspective Denis has gleaned from his 30+ years in the security industry working in just about every capacity, starting as front-line officer and rising to corporate Chief Operating Officer. Industry consolidation – with its continual focus on cheaper but not always better client service – motivated Denis to leave a larger security company to join the independently owned and operated Sunstates, which shares his passion for performance excellence and quality assurance. Denis’ broad range of experience from officer to executive level leadership provides a solid foundation for acute decision making and a history of exceeding expectations. Denis earned his bachelor’s degree in sociology and criminal law from Eastern Connecticut State University. He is a member of ASIS International, the International Facility Management Association (IFMA) and the Building Owners and Managers Association (BOMA). Robert Rogalski Chief Operating Officer A member of the Sunstates Security management team for 15+ years, Robert has decades of industry experience and expertise in providing superior customer support and operations team management. As the Chief Operating Officer for Sunstates Security, he prides himself on delivering quality service and exceeding customer expectations. Success in the contract security field can only be achieved by providing Security Officers a quality place to work and offering them the necessary tools to perform at a high level. Robert’s goals for Sunstates Security are to take care of our customers, provide a great place to work, and develop the security programs to a leading level. Prior to achieving his current position, Robert has served in a variety of roles within the contract security industry to include Operations Account Manager, Area Operations Manager, District Manager, and Vice President. Related career security experience includes the market segment types of corporate complex, financial, pharmaceutical, healthcare, commercial properties, malls, government, educational, and industrial. Robert graduated from the Docusign Envelope ID: 08873B1B-BC4C-44E2-88E7-6F159AB20086 Confidential Prepared for Orange County North Carolina University of Maine, Augusta after studying Criminal Justice and Business Management and graduated from the University of Maine, Augusta. He is active in professional networking organizations such as the ASIS International (ASIS), the International Facility Management Association (IFMA), and the Building Owners and Managers Association (BOMA). Ryan Moran Vice President, Quality Assurance & Training A member of the Sunstates Security team for over 11 years, Ryan Moran has over 20+ years of industry experience and expertise in creating solid operational programs. Initially joining the company as a Regional Manager, today he serves as the Vice President Assurance, a role in which he focuses on supporting the company’s training, quality assurance and process development initiatives companywide. Ryan spends time travelling to all regions of the company to meet with Sunstates team members and clients, with the goal of exceeding customer expectations and developing programs to ensure employees have a positive working environment with ongoing professional growth opportunities. Ryan has served in a variety of roles within the contract security industry, starting as a security officer and moving through the ranks to become a Regional Manager, and ultimately his current position. Related career security experience includes vertical markets including corporate offices and campuses, financial services, pharmaceutical, healthcare, retail, government, commercial real estate and industrial settings. Ryan studied Law Enforcement Science at the University of New Haven, in Connecticut. Ryan participates with networking organizations such as the American Society of Industrial Security (ASIS) where he has served as Chairman for the past three years and on the Board for five years, the Building Owners and Managers Association (BOMA), and the International Facility Management Association (IFMA). Docusign Envelope ID: 08873B1B-BC4C-44E2-88E7-6F159AB20086 Confidential Prepared for Orange County North Carolina Roberta Scoblick Vice President, Business Development and Marketing A tenured security professional with 35+ years of industry experience, Roberta joined the Sunstates team in 2013. Initially hired as a Business Development Manager, her talents were quickly recognized, and she was promoted to Business Development and Marketing Director within her first two years of service. In 2022 he was promoted to her current role and today she manages a team of marketing and business development professionals dedicated to driving company growth. Additionally, she continues to pursue business development and work directly with a portfolio of clients. Roberta began her security career as a file clerk while working her way through college where she earned a marketing degree from William Paterson University in New Jersey. Following graduation, took a marketing position with one of the nation’s most highly recognized security organizations which launched a life-long security career. Through numerous mergers and acquisitions of security companies, Roberta has worked for international security service providers as well as family-owned regional providers. She values the privately-owned company’s values to think outside the box and cater to the customer. She serves a varied portfolio of clients spanning numerous vertical markets and specializes in providing customized security solutions tailored for each individual customer’s needs. Equally as important, she drives Sunstates’ continued commitment to employee appreciation by leading the marketing team to be creative and forward-thinking on ways to propel employee appreciation and encourage operations teams to heighten their engagement. Robert Thurman Chief Financial Officer As Chief Financial Officer, Robert is responsible for the financial stewardship of Sunstates Security, including capital and operating budgets, financial affairs and reporting, debt/treasury management, and overall risk management. His background includes over fourteen years of corporate business experience with the world’s second largest uniformed security guarding and integrated technology services company. His experience includes Financial Administrator, Financial Analyst, Region Controller, and Vice President of Finance. An effective, dynamic, and resourceful team player with exceptionally strong business acumen, work ethic and values, Robert joined Sunstates to help the company successfully continue its strong organic growth while properly servicing its Docusign Envelope ID: 08873B1B-BC4C-44E2-88E7-6F159AB20086 Confidential Prepared for Orange County North Carolina customers. Robert earned his Bachelor of Business Administration in Finance and Accounting from Sam Houston State University in Huntsville, TX, and his Master of Business Administration from UNC Kenan-Flagler Business School. David Kleiman Vice President of HR, Legal & Compliance, General Counsel A licensed attorney with over a decade of experience in corporate law, workers’ compensation and benefits compliance, David joined Sunstates Security in 2017 as the Legal, Compliance & Risk Management Director. In 2021 he was promoted to Vice President, General Counsel to reflect his increased scope of responsibility. Dave manages a legal and compliance team responsible for all company and employee licensing, background investigations, and compliance audits, as well as providing legal support for the company. His expertise in contract drafting, HIPAA, data analysis, employee benefits and corporate and legal compliance make him a strong resource and essential member of the Sunstates Security management team. David holds a Bachelor of Science degree from Florida State University and a Juris Doctor degree from the John Marshall Law School in Chicago. He is a licensed through the State Bar of Illinois and US District Court fo r the Northern District of Illinois. Kristine Correll Corporate Training Director A member of the Sunstates Security team since 2018, Kristine initially joined the company as an Operations Manager. In 2019 she was promoted to Corporate Training Manager, and in 2023 advanced to her current position. Kristine is responsible for the administration and efficient daily functioning of the Corporate Training & Safety Department. Primary functions include creating and coordinating new training materials, presenting training sessions to officers and management, and developing customer-specific curriculum and Standard Operating Procedures. Prior to joining the contract security industry Kristine worked in law enforcement in the Raleigh, NC Police Department. Beginning her law enforcement career as a Field Training Officer, she advanced to the role of Master Law Enforcem ent Officer, a role in which she documented investigations, utilized metrics to analyze trends and implement solutions, and interacted in a diverse district addressing high -priority, multi-faceted issues. The combination of her law enforcement and training background, excellent customer service skills, and strong analytical aptitude transitioned well to the private sector and make her an excellent addition to the Sunstates Corporate Training & Safety Department. Docusign Envelope ID: 08873B1B-BC4C-44E2-88E7-6F159AB20086 Confidential Prepared for Orange County North Carolina Quality It’s easy to get lost in the details of compliance, but the Sunstates Security quality assurance team keeps us on track, maintaining an unwavering focus on our determination to always put “service first.” The guiding wisdom behind the approach is this: keep it simple. We haven’t bogged our people down in paperwork and minutiae; rather, we have empowered them with tools and processes that support our “service first” imperative. Each of the management checks described in the previous section has a corresponding quality balance, as explained on the following pages. Quality Balances Several Site Inspections Every Month This particular quality balance is unique in that it is also a management check. As explained in the Management section, we dispatch a variety of managers and executives to each site every month. The visiting managers conduct several inspections every month at every site. In any given month, many or all of the individuals below visit every Sunstates site one or more times. • The Site Supervisor or Site Manager; • The Account Manager; • The Regional Director; • The Regional Manager; • The Vice President of Quality Assurance & Training; • The Corporate Training Director; • The Chief Operating Officer; and • The Chief Executive Officer. The sheer quantity of visits, and the variety of managers visiting, builds the quality balance directly into these management checks. If one manager’s inspection calls for corrective action, the next manager’s inspection “proofs” that corrective action has indeed taken place. If one manager visits during a weekday shift, another manager “proofs” performance consistency across shifts by visiting in the evening or on the weekend. Docusign Envelope ID: 08873B1B-BC4C-44E2-88E7-6F159AB20086 Confidential Prepared for Orange County North Carolina You can trust that no detail will go unnoticed or slip through the cracks with up to eight (8) different security experts, including both operations staff and corporate executives, training their combined focus, expertise, and undivided attention on each site every month. One or More Quality Assurance Audits per Year A Sunstates Auditor visits each site at least once per year to perform an official site audit. The Auditor uses the very same QA-1 completed by the Regional Manager or Director in the course of the Quality Assurance Assist Visit. The Auditor scores the site operation on the same metrics evaluated by the Regional Manager, and the electronic form updates the charting and graphing to show the Auditor’s findings side-by-side with those of the Regional Manager or Director. A debrief immediately follows the Quality Assurance Audit, during which the Regional Manager or Director and the Auditor compare notes and work together to understand any discrepancies between their findings. They jointly develop an action item agenda and assign responsibility for correction of any less than perfect score(s). The action item agenda is then rolled into our ongoing quality assurance procedures, to be explained in the next section. One or More Client Surveys Biannually We encourage every client to complete a client survey at least once every six (6) months. Experience has shown us that even though we maintain an exceptional level of management interaction and involvement with our clients, we often learn something new whe n our clients take the time to thoughtfully respond to our written surveys. These surveys provide the quality balance for the following management checks: • Monthly client meetings with the Regional Manager or Director • Weekly client meetings with the Site Supervisor Our management team takes client feedback very seriously and makes a priority of responding to any negative feedback and taking swift action to remedy any service deficiencies. Regional Review of Site Documentation Our regional personnel devote time every day to examining site documentation, including Daily Activity Reports and Incident Based Reports. While the designated site team member signing off on such documentation should note any call for action and respond appropriately, the regional review serves as assurance that appropriate steps have been or are being taken. Docusign Envelope ID: 08873B1B-BC4C-44E2-88E7-6F159AB20086 Confidential Prepared for Orange County North Carolina Ongoing Service Measurement At Sunstates we know that great service is the key to success. To ensure continuity of performance and compliance with client and internal standards, managers utilize a cloud-based platform to perform ongoing quality assurance checks. Through this platform we are able to create and respond to questions, act based on responses, and share results. The quality assurance platform is built around "Checkpoints", or question-and-answer lists created to inspect or evaluate job sites, people or even employee or our clients’ satisfaction. Checkpoints are created in the Quality Assurance Program and can be completed in the cloud - based platform or on a mobile device. Once a Checkpoint is completed, managers can review deficiencies in cloud-based platform and address them. Deficiencies are created when scores do not meet pre-defined quality standards. Sunstates managers then create reports from Checkpoint information in the cloud-based platform in order to share results or post results so employees and clients are informed. Monthly Executive Management Team Meeting Sunstates’ senior leadership gathers every month for a formal meeting that helps keep the company and its partnerships on course. The meeting agenda any given month includes everything from company financials to industry intelligence, but here, we focus exclusively on the elements of the meeting that contribute to our quality-related goals. • Progress on Auditors’ Agenda of Action Items Our company Auditors maintain records of action items identified in the course of their Quality Assurance Audits. At the Steering Committee meeting, the Auditors make inquiries about progress on these action items. Open action items do not drop off the Auditors’ meeting agendas until there has been successful resolution. • Best Practices/ Continuous Quality Process Improvement Subcommittees are formed on a regular basis to research and provide recommendations on practices, programs or adjustments to our current processes that might benefit Sunstates and its clients. Through our Steering Committee meetings and the findings and recommendations of specialized subcommittees, we are continuously cross-developing processes to streamline and improve the service and value we can offer to our clients. The process improvement focus and initiative spans every division of our organization from operations, training and compliance to billing, purchasing, and human resources. Docusign Envelope ID: 08873B1B-BC4C-44E2-88E7-6F159AB20086 Confidential Prepared for Orange County North Carolina Transition Your transition is Sunstates’ responsibility. Over the years, we have formulated, tested, and refined our transition strategies to create a turnkey system for effectively meeting the many challenges of new site start-ups. The system is flexible, allowing us to customize the details and specifics in a client -centric approach to each site transition. Although the variables change from client to client and site to site, the following elements of the transition process remain constant. • Meetings with Client • Launch of Recruitment Activities • Ordering of Uniforms, Accessories, and Other Equipment • Development of Standard Operating Procedures • Development of Training Guidelines Meetings with Client Immediately upon award of contract, we coordinate with you to schedule a kick-off meeting involving all the key transition players. At this meeting, we aim to accomplish the following: • Assign ownership for various transition tasks • Review the overall objectives for the security program along with the general scope of work and duties to be performed • Establish a master transition timeline, scheduling key transition milestones to meet the target start-up date • Schedule site tours and other activities associated with accurate assessment of site needs and requirements • Collect any existing post orders, standard operating procedures, or client policies for incorporation into the new operating guidelines we will develop for the site • Schedule weekly meetings to apprise you of our progress We use an exclusive Transition Start-Up Guideline to ensure a comprehensive approach and thorough follow-through during this crucial developmental period. Docusign Envelope ID: 08873B1B-BC4C-44E2-88E7-6F159AB20086 Confidential Prepared for Orange County North Carolina Launch of Recruitment Activities Sunstates Security understands that the key to success depends on the selection of a capable, well-motivated work force, and it is essential that your incumbent personnel be treated with fairness, dignity and the respect that they deserve as valued team members. We will do whatever it takes to ensure that your existing staff are handled properly and professionally and given every consideration for continued assignment in service to your properties if you wish to retain them. Following are the general steps in our transition process for screening and onboarding incumbent employees. • Initial Client Consultation. During our initial transition meeting Sunstates will review the current status of existing officers (to include existing pay rates, tenure, level of benefits and strengths/weaknesses) as well solicit feedback regarding any or all team members that the client would like to retain. • Communication Bulletin. Within one week after notification of award and the initial planning meeting, the local Operations Manager will distribute a memo of introduction to all existing personnel inviting them to apply for continued assignment with the client. The manager will deliver the bulletins at the beginning of each shift, allowing him to personally meet the officers and answer any immediate questions they may have. The introduction bulletin will provide background information about our company, conta ct information for the local manager, and direction to begin the online application process. • Open House / Company Introduction Meetings. Sunstates will schedule several introduction sessions to provide information about the company, our hiring standards, and the application process. This will also provide officers with an opportunity to ask questions about employment guidelines, benefits, etc. • Online Application Process. Incumbent officers wishing to apply with Sunstates will be directed to our website to complete an online application and questionnaire through Kwantek. This system allows officers to set up an account and provide information and e-consent for conducting background investigations and scheduling a drug test. • Interview. After online applications have been received, local management will interview each officer to determine their suitability for continued assignment. • Conditional Job Offer. Assuming the background check is approved and the officer meets Sunstates qualification standards, an employment offer will be extended to the officer including a detailed job description, uniform/appearance requirements and compensation / benefits information. This provisional offer is dependent upon the candidate successfully passing their drug screen. Docusign Envelope ID: 08873B1B-BC4C-44E2-88E7-6F159AB20086 Confidential Prepared for Orange County North Carolina • Drug Screen: Officers will take oral swab drug test. Any non-conclusive results will be sent to the lab for review. • Initial Training: Officers will complete all state required training, as well as Sunstates Security Orientation and Safety Training. • Uniform Issuance. Each officer will be fitted for new uniforms which will be ordered and provided to officers prior to the start date. • Officers not Retained. Sunstates’ goal is to help all officers maintain employment. Any officers who are not selected to continue in their role at the existing client will be considered for assignment at another Sunstates Security account if appropriate. Once we have identified open positions and defined the position qualifications and responsibilities, we move swiftly to begin the recruitment process for any open positions at the site. If you wish to retain incumbent officers, we assist and support those officers as they complete our employment applications and schedule their interviews and background screening process. For positions not filled by incumbent personnel, we recruit internally and externally, using proven recruiting sources and strategies as outlined in the Recruitment and Selection section. Ordering of Uniforms, Accessories and Other Equipment Sunstates has the capability to custom-design the look of your officers’ uniforms to meet your needs. Early on in the start-up period, we identify your preferred style, color, type and design of uniform, assisting you in the selection of uniform components that appropriately reflect your culture and the image you want your security officers to project. We provide an unlimited selection of uniform variations from professional blazer or police style to casual polos or military look BDUs. Importantly, we then order sufficient quantities of uniforms to outfit your staff and to provide replacements at the first sign of soiling, wear or tear at no additional cost to you or the officers. Development of Standard Operating Procedures Using expertise born over the course of hundreds of transitions in various industries and settings, our Corporate Training Manager and Operations Manager translate our understanding of the program goals and specifics into detailed and illustrated Standard Operating Procedures (SOP) for the site. We re-work and revise the SOPs until they accurately reflect your needs and requirements and effectively integrate your performance standards with ours. We re -visit the SOPs in the course of our management checks, to ensure that they continue to correctly represent our mission at your site, throughout the life of the contract. Docusign Envelope ID: 08873B1B-BC4C-44E2-88E7-6F159AB20086 Confidential Prepared for Orange County North Carolina Development of Training Guidelines Following the assessment and the development of SOPs, our Corporate Training Manager establishes a training plan consistent with regulatory requirements, your specifications, and our standards. She goes on to create the training checklist that is a critical tool in the site -specific training program. Upon roll-out of the site training program, he validates and confirms the effectiveness of the SOPs and the training checklist, adjusting as necessary. Sample Transition Timeline Conclusion Sunstates will provide a seamless transition, managing all aspects of the process and allowing you, the client, to focus solely on your core business. The transition period provides a golden opportunity for us to start off on the right foot with you. We have crafted a process to ease you through the transition process successfully, with no disruption to your primary business Week 1 Week 2 Week 3 Week 4 Transition Day Post Start Week 1 Initial base planning meeting and tour of client operations Confirm staff levels and schedule Introduce Sunstates to existing security and management team Development of post orders and standard operating procedures Begin recruiting security personnel Alert uniform and equipment supplier of impending needs Weekly transition meeting or conference call with client Begin administrative data collection for input/ hiring Pre-employment screening and Orientation Testing Order uniforms Finalize selection of site manager/ supervisor Prepare training schedule Preassignment training of hired personnel Uniform fitting and issuance Finalize data input for employee records and TEAM input Provide electronic copy of post orders to client for review Schedule/ begin OJT for newly hired officers Review master schedule with client Complete OJT training for officers and meet with client to confirm Finalize/ get approval for master schedule, post orders and standard operating procedures Establish schedule for Quality Assurance activities •Sample timeline below is based on a 30 day start-up period which is fully customizable for various transition periods •Planning begins the day a transition date is confirmed •Weekly conference calls throughout the transition assure effective communication and planning •Detailed transition plan is customized for your site to identify individual management team members assigned specific tasks, deadlines for completion, etc. Docusign Envelope ID: 08873B1B-BC4C-44E2-88E7-6F159AB20086 Confidential Prepared for Orange County North Carolina operation. Our solution incorporates lessons learned through countless transitions on what to do and what not to do, in order to achieve a seamless, transparent change of service providers. You can rely on us to pull out every stop to ensure that your transition to our service is a positive experience. A strong start to our partnership is an excellent foundation for building a solid bond we hope to strengthen over time, as your security program thrives under our management and your direction. Docusign Envelope ID: 08873B1B-BC4C-44E2-88E7-6F159AB20086 Confidential Prepared for Orange County North Carolina Pricing Wage and Invoice Schedule for Orange County North Carolina Based on 40 weekly hours of service Estimated Monthly Total: $ 6,283.33 Estimated Annual Total $75,400.00 Pricing Assumptions: Sunstates’ pricing model is transparent - there are no hidden or surprise fees for services, and any direct billed items are clearly defined. Included in Invoice Rate: The following elements are included in our proposed pricing: • Recruitment, background screening and hiring costs • Employee wages, direct deposit or Visa pay card, payroll taxes and insurance • Employee benefits and incentives, including health insurance, life insurance, paid vacations, service awards and advancement opportunities • Multiple sets of top-quality uniforms for all seasons, with replacements furnished as needed • Basic introductory training, site-specific training, continuing education • Real Time reporting software • Sunstates Officers Learning Online (SOLO Program) • Site-specific Standard Operating Procedures (SOP) Manual • Several monthly site inspections conducted by various managers visiting all shifts • Monthly face-to-face meeting between client and Regional Manager • Weekly meeting between client and Site Supervisor or Site Manager • Biannual Quality Assurance Site Assist Visits, using a quality measurement checklist to score performance • Annual Quality Assurance Audit, using a quality measurement checklist to score performance • Client Surveys Position Hours Per Week Pay Rate Security Officer 40 $36.25 Docusign Envelope ID: 08873B1B-BC4C-44E2-88E7-6F159AB20086 Confidential Prepared for Orange County North Carolina • Liability Insurance • Electronic billing • Detailed billing statement Direct Billed Items • Holidays. For coverage hours worked on the following holidays we will pay and invoice at time and one half the straight time rates: Memorial Day, Independence Day, Labor Day, Thanksgiving Day, Christmas Day & New Year’s Day. • Golf Cart. Sunstates Security can provide an electric golf cart for patrols. The monthly cost is $400. Docusign Envelope ID: 08873B1B-BC4C-44E2-88E7-6F159AB20086 Confidential Prepared for Orange County North Carolina Major Clients In an industry known for consolidation, Raleigh, N.C. based Sunstates has bucked the trend of mergers and acquisitions with an organic annual growth rate that averages over 25% over the past ten years. This growth, combined with a client retention rate that exceeds 95%, has doubled the firm’s size over the last three years. We intentionally partner with companies who share and understand our values, and who recognize that we have the processes, resources, and financial stability to create and maintain successful security programs. We provide service to a wide variety of customers, a representative sampling of which is included below. Exhibits Exhibit 1 – Sample Certificate of Liability Insurance Exhibit 2 – Real Time Reporting Software Docusign Envelope ID: 08873B1B-BC4C-44E2-88E7-6F159AB20086 Confidential Prepared for Orange County North Carolina Exhibit 1 – Real Time Reporting Software Docusign Envelope ID: 08873B1B-BC4C-44E2-88E7-6F159AB20086 Confidential Prepared for Orange County North Carolina Docusign Envelope ID: 08873B1B-BC4C-44E2-88E7-6F159AB20086 Confidential Prepared for Orange County North Carolina Docusign Envelope ID: 08873B1B-BC4C-44E2-88E7-6F159AB20086 Confidential Prepared for Orange County North Carolina Docusign Envelope ID: 08873B1B-BC4C-44E2-88E7-6F159AB20086 Confidential Prepared for Orange County North Carolina Docusign Envelope ID: 08873B1B-BC4C-44E2-88E7-6F159AB20086 Confidential Prepared for Orange County North Carolina Docusign Envelope ID: 08873B1B-BC4C-44E2-88E7-6F159AB20086 Confidential Prepared for Orange County North Carolina Docusign Envelope ID: 08873B1B-BC4C-44E2-88E7-6F159AB20086 Confidential Prepared for Orange County North Carolina Docusign Envelope ID: 08873B1B-BC4C-44E2-88E7-6F159AB20086 Confidential Prepared for Orange County North Carolina Docusign Envelope ID: 08873B1B-BC4C-44E2-88E7-6F159AB20086 Confidential Prepared for Orange County North Carolina Docusign Envelope ID: 08873B1B-BC4C-44E2-88E7-6F159AB20086 Confidential Prepared for Orange County North Carolina Docusign Envelope ID: 08873B1B-BC4C-44E2-88E7-6F159AB20086 Confidential Prepared for Orange County North Carolina Docusign Envelope ID: 08873B1B-BC4C-44E2-88E7-6F159AB20086 Confidential Prepared for Orange County North Carolina Docusign Envelope ID: 08873B1B-BC4C-44E2-88E7-6F159AB20086 Confidential Prepared for Orange County North Carolina Docusign Envelope ID: 08873B1B-BC4C-44E2-88E7-6F159AB20086 Confidential Prepared for Orange County North Carolina Pricing Wage and Invoice Schedule For Orange County North Carolina One Security Officer Monday – Friday 8AM – 5:30 PM with 30 minute lunch break For detailed description of Sunstates Security services, please refer to our full proposal “Orange County North Carolina – Standard Proposal – August 2024” Direct Billed Items • Holidays. For coverage hours worked on the following holidays we will pay and invoice at time and one half the straight time rates: Memorial Day, Independence Day, Labor Day, Thanksgiving Day, Christmas Day & New Year’s Day. If holidays fall on a weekend or service not needed, Orange County will not be billed for unworked hours. • Golf Cart. Sunstates Security can provide an electric golf cart for patrols. The monthly cost is $400. Month Weeks Personnel Golf Cart TOTAL January 4 6,887.60$ 400.00$ 7,287.60$ February 4 6,887.60$ 400.00$ 7,287.60$ March 5 8,609.50$ 400.00$ 9,009.50$ April 4 6,887.60$ 400.00$ 7,287.60$ May 4 6,887.60$ 400.00$ 7,287.60$ June 5 8,609.50$ 400.00$ 9,009.50$ July 4 6,887.60$ 400.00$ 7,287.60$ August 4 6,887.60$ 400.00$ 7,287.60$ September 5 8,609.50$ 400.00$ 9,009.50$ October 4 6,887.60$ 400.00$ 7,287.60$ November 4 6,887.60$ 400.00$ 7,287.60$ December 5 8,609.50$ 400.00$ 9,009.50$ Est Holidays 845.00$ TOTAL 89,538.80$ 4,800.00$ 95,183.80$ Position Hours Per Week Bill Rate Estimated Weekly Estimated 52 Week Annual Cost Security Officer 40 $36.25 $1450.00 $75,400.00 Security Officer OT 5 $54.38 $271.90 $14,138.80 Estimated Holidays $ 845.00 Golf Cart $92.31 $ 4,800.00 TOTAL $95,183.80 Docusign Envelope ID: 08873B1B-BC4C-44E2-88E7-6F159AB20086 Docusign Envelope ID: 08873B1B-BC4C-44E2-88E7-6F159AB20086 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. INSURER(S) AFFORDING COVERAGE INSURER F : INSURER E : INSURER D : INSURER C : INSURER B : INSURER A : NAIC # NAME:CONTACT (A/C, No):FAX E-MAILADDRESS: PRODUCER (A/C, No, Ext):PHONE INSURED REVISION NUMBER:CERTIFICATE NUMBER:COVERAGES IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. OTHER: (Per accident) (Ea accident) $ $ N / A SUBR WVD ADDL INSD THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. $ $ $ $PROPERTY DAMAGE BODILY INJURY (Per accident) BODILY INJURY (Per person) COMBINED SINGLE LIMIT AUTOS ONLY AUTOSAUTOS ONLY NON-OWNED SCHEDULEDOWNED ANY AUTO AUTOMOBILE LIABILITY Y / N WORKERS COMPENSATION AND EMPLOYERS' LIABILITY OFFICER/MEMBER EXCLUDED? (Mandatory in NH) DESCRIPTION OF OPERATIONS below If yes, describe under ANY PROPRIETOR/PARTNER/EXECUTIVE $ $ $ E.L. DISEASE - POLICY LIMIT E.L. DISEASE - EA EMPLOYEE E.L. EACH ACCIDENT EROTH-STATUTEPER LIMITS(MM/DD/YYYY)POLICY EXP(MM/DD/YYYY)POLICY EFFPOLICY NUMBERTYPE OF INSURANCELTRINSR DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) EXCESS LIAB UMBRELLA LIAB $EACH OCCURRENCE $AGGREGATE $ OCCUR CLAIMS-MADE DED RETENTION $ $PRODUCTS - COMP/OP AGG $GENERAL AGGREGATE $PERSONAL & ADV INJURY $MED EXP (Any one person) $EACH OCCURRENCE DAMAGE TO RENTED $PREMISES (Ea occurrence) COMMERCIAL GENERAL LIABILITY CLAIMS-MADE OCCUR GEN'L AGGREGATE LIMIT APPLIES PER: POLICY PRO-JECT LOC CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY) CANCELLATION AUTHORIZED REPRESENTATIVE ACORD 25 (2016/03) © 1988-2015 ACORD CORPORATION. All rights reserved. CERTIFICATE HOLDER The ACORD name and logo are registered marks of ACORD HIRED AUTOS ONLY 8/21/2024 Marsh &McLennan Agency LLC 2301 Sugar Bush Road Raleigh NC 27612 Kinsey Davis 919-532-3636 macertrequest@marshmma.com Federal Insurance Company 20281 SUNSTSECUR4 National Union Fire Ins Co PittsburghPA 19445SunstatesSecurity,LLC,and, Sunstates Security,Inc. 801 Corporate Center Dr,#300 Raleigh NC 27607 New Hampshire Insurance Company 23841 Lexington Insurance Company 19437 Evanston Insurance Company 35378 ACE American Insurance Company 22667 1328656269 E X 1,000,000 X 100,000 10,000 1,000,000 5,000,000 X X Prof.Liability Y BMGG100040 3/1/2024 3/1/2025 5,000,000 Errors &Omissions 1,000,000 B 2,000,000 X Y CA2970035 3/1/2024 3/1/2025 E X 5,000,000 X BMGE100036 3/1/2024Y 3/1/2025 5,000,000 C B X N WC080878203 WC080878204 3/1/2024 3/1/2024 3/1/2025 3/1/2025 1,000,000 1,000,000 1,000,000 D F A Excess Liability Cyber Crime 029316101 D02170796 J06487154 3/1/2024 3/1/2024 3/1/2024 3/1/2025 3/1/2025 3/1/2025 Excess of $5,000,000 Limit Employee Theft Limit $5,000,000 $5,000,000 $2,000,000 Orange County,its officers,agents,and employees are included as Additional Insured under the General Liability for ongoing work and completed operations of the Named Insured for specifically referenced jobs if required by written contract. Sexual Abuse/Molestation is not excluded. Orange County 300 West Tryon Street P.O.Box 8181 Hillsborough NC 27278 Docusign Envelope ID: 08873B1B-BC4C-44E2-88E7-6F159AB20086