Loading...
HomeMy WebLinkAbout2024-723-E-AMS-Smith Sinnett Architecture-Design for Orange County Board of elections expansion for storage1 Revised 01/24 [Departmental Use Only] TITLE OC BOE Expansion FY 2024-2025, RFQ5400 NORTH CAROLINA PROFESSIONAL SERVICES CONTRACT ORANGE COUNTY THIS PROFESSIONAL SERVICES CONTRACT (hereinafter called “Agreement”), made as of the 26th day of November, 2024, by and between Smith Sinnett Architecture, P.A., a professional architectural (architectural/engineering/landscape architectural-select one) firm with a partner or principal registered in North Carolina as a licensed architect with offices in North Carolina (hereinafter called the “Designer”) and Orange County, a political subdivision of the State of North Carolina, (hereinafter called the “County,” “Orange County,” or “Owner”). W I T N E S S E T H: Whereas the Owner published a Request for Qualifications and the undersigned Designer submitted a responsive Statement of Qualifications evaluated and approved by Owner; and Whereas the Designer and the Owner now wish to form and memorialize their agreement for services and for the consideration herein named do hereby agree as follows: ARTICLE 1 SCOPE OF WORK 1.1 Scope 1.1.1 This Agreement is for professional services to be rendered by Designer to Owner with respect to a project known as Orange County Board of Elections Expansion (herein referred to as the "Project"). The Project is located in Orange County, North Carolina. It is described more particularly in Attachment A. 1.1.2 By its execution of this Agreement, the Designer represents and agrees that it is qualified and fully capable to perform and provide professional services and other services required or necessary under this Agreement in a fully competent, professional and timely manner, and that its Consultants are also fully capable and qualified to perform and provide the services that they will provide hereunder. 1.1.3 Time is of the essence of this Agreement. 1.1.4 The services to be performed under this Agreement consist of Basic Services, as described and designated in Article 4 hereof and in Attachment B to this Agreement, and such Additional Services as are designated in Article 5 of this Agreement or as may from time-to-time be agreed upon by the Owner and Designer by Amendment or Addendum to this Agreement. Compensation to the Designer for Basic Services under this Agreement shall be as set forth herein, and compensation for Additional Services shall be as set forth herein or in any Amendment or Addendum providing for them. All services performed by the Designer not identified as Additional Services in Article 5 or in a written Amendment or Agreement entered into by the Owner and the Designer and providing for additional compensation for such additional services relating to the Project shall be deemed to be Basic Services provided without additional compensation. ARTICLE 2 DEFINITIONS 2.1 Definitions 2.1.1 Additional Services – Those services to be performed by Designer beyond the Basic Services. See Section 1.1.4 and Article 5. Docusign Envelope ID: F53FB4E0-B0D6-4E95-94C9-51D1A7F1B494 2 Revised 01/24 2.1.2 Basic Services –Those services to be performed by Designer as outlined in Attachment B. See Article 4 and Attachment B. 2.1.3 Compensation for Basic Services – Those fees to be paid by Owner for Basic Services. See Section 7.1 and 7.2. 2.1.4 Contractor – The construction contractor(s). 2.1.5 Consultants – Subconsultants, partners and other entities working with or on behalf of the Designer. See Section 3.3.1 and Attachment E. 2.1.6 Board of County Commissioners - The Board of Commissioners of Orange County, North Carolina. 2.1.7 County Manager - The Orange County employee bearing that title. 2.1.8 Milestone Dates – Those dates where certain results are expected. See Attachment D. 2.1.9 Project - All phases of the Project as described in Section 1.1.1 and Attachments A and B including but not limited to the schematic design, design development, construction document, bidding and contract award, construction and post-construction phases. 2.1.10 Reimbursable Expenses – Those costs incurred by the Designer for the benefit of this project and which the County will pay. See Section 7.5. 2.1.11 Total Project Cost – The total amount of money which may be paid for services on this project. See Section 4.2.1. ARTICLE 3 RESPONSIBILITIES OF THE DESIGNER 3.1 Services to be Provided. 3.1.1 The Designer shall provide the Owner with all professional services required to satisfactorily complete all phases of the Project within the time limitations set forth herein and in accordance with the highest professional standards. Such services are as shown in Attachment B, the description of services. All services of the Designer shall be provided in accordance with the terms and conditions of this Agreement. 3.2. Standard of Care 3.2.1 The Designer and its Consultants shall exercise reasonable care and diligence in performing their services under this Agreement in accordance with highest professional standards of similar professional design practice throughout the United States and in accordance with federal, state and local laws and regulations applicable to the performance of these services. The Designer shall serve as a representative of the Owner in accordance with the terms and conditions of this Agreement to guard the Owner against defects and deficiencies in the Project. 3.2.2 The Designer shall be responsible for all errors or omissions, in the drawings, specifications, and other documents prepared by the Designer or its Consultants. It shall be the responsibility of the Designer throughout the period of performance under this Agreement to use reasonable professional care and judgment to guard the Owner against defects and deficiencies in the Project. 3.2.3 The Designer shall correct at no additional cost to the Owner any and all errors, omissions, discrepancies, ambiguities, mistakes or conflicts in the drawings, specifications and other documents prepared by the Designer or its Consultants. 3.2.4 The Designer shall assure that all drawings, specifications and other documents prepared by the Designer or its Consultants hereunder are in accordance with applicable laws, statutes, building codes and regulations and that all necessary or appropriate applications for approvals are submitted to federal, state and local governments or agencies in a timely manner so as not to delay the design or construction activities of the Project. Docusign Envelope ID: F53FB4E0-B0D6-4E95-94C9-51D1A7F1B494 3 Revised 01/24 3.2.5 The Designer and its Consultants shall perform all services in a reasonably timely manner in accordance with all mutually agreed schedules for the Project or required under this Agreement, and as provided in the construction agreement and any General Conditions of the Owner's construction agreements with the contractors for the Project. 3.2.6 The Designer shall reimburse the Owner, as stipulated in 3.2.6.A and 3.2.6.B for costs, damages and expenses, including attorney's fees, incurred by the Owner when such costs, damages and expenses are the result of any error, omission or delay of the Designer or its Consultants. A. To the extent that the aggregate cost to the Owner for all errors, premium value of omissions or delays of the Designer is less than one-half of one percent (0.5%) of the Total Project Cost, the Designer shall not be liable to the Owner for such costs. B. If the aggregate cost to the Owner for such errors, premium value of omissions or delays of the Designer, amounts to more than one-half of one percent (0.5%) of the Total Project Cost, the Designer shall reimburse the Owner for all such costs in excess of said one-half of one percent (0.5%). 3.3 Designer's Consultants 3.3.1 The Designer's Consultants for the project, along with their key project personnel, are listed in Attachment E to this Agreement. No changes in the Consultants or key personnel indicated shall be permitted except with the prior written consent of the Owner. 3.3.2 All of the Designer's contracts with its Consultants shall be in writing and shall expressly provide that if this Agreement is terminated for any reason, the Owner may, at its sole option, take the assignment of the Consultants' contract with the Designer, that such assignment shall automatically take place upon notification in writing by the Owner to the Consultants and the Consultants shall continue to be bound by the contract after such assignment. A copy of each contract between the Designer and a Consultant shall be furnished to the Owner within seven (7) days of its execution. ARTICLE 4 BASIC SERVICES 4.1 Basic Services 4.1.1 The Designer shall perform as Basic Services the work and services described herein and in Attachment B to this Agreement. 4.1.2 The Basic Services will be performed by the Designer in the phases described in Attachment B. 4.1.3 The Owner shall have the right and option to require the Designer to prepare one separate bid packages with no additional compensation due the Designer. Such bid packages must be approved by Owner prior to submission and, at the Owner's option, may include but not be limited to: A. Demolition and preliminary site work; B. General work, plumbing, mechanical, electrical, fire protection; C. Landscaping and irrigation; D. Signage; E. Furniture. F. Water and sewer infrastructure G. 4.2 Project Cost Estimates Docusign Envelope ID: F53FB4E0-B0D6-4E95-94C9-51D1A7F1B494 4 Revised 01/24 4.2.1 At the times designated herein, the Designer shall develop an estimate of the total cost of the Project (the "Total Project Cost"), including Designer's fees, costs of the construction, costs of equipment, furnishings, furniture and signage, permit fees and appropriate contingencies, and exclusions, where applicable. These costs shall be prepared and submitted to the Owner substantially in the format shown in Attachment C to this Agreement, with supporting documents listing quantities, unit price, labor rates, man-hour estimates, overhead and profit. Total Project Cost shall be mutually agreed upon by Owner and Designer as noted in paragraph 4.2.4. The timing of this Total Project Cost agreement shall be identified as a milestone in Attachment D. If cost estimating is not part of the project scope, the Total Project Cost shall be specified here: [BLANK] 4.2.2 Project cost estimates shall be prepared by qualified staff members of the Designer or the authorized Project Consultants listed on Attachment E, or a qualified cost estimating Consultant to the Designer who are acceptable to the Owner. 4.2.3 Total Project Cost estimates shall be prepared at 1 points in the production of the Designer's work: A. At completion of .design; and B. At completion of N/A; and C. At completion of N/A of the construction documents; and D. One cost estimate shall be prepared once bid drawings are completed. 4.2.4 If applicable per section 4.2.3, when the first of these estimates of Total Project Cost has been approved in writing by the Owner, it shall be used by the Owner as a basis for appropriating funds specifically for the Project. Once this Total Project Cost has been so approved by the Owner and the conditions of the project (cost environment, time schedule, etc.) are reasonably similar, the Designer shall be obligated, without additional compensation, to adjust the design of the Project to assure that it remains within the approved Total Project Cost. 4.2.5 Should 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 Designer shall participate with the Owner in negotiation and design adjustments to the extent such are necessary to obtain prices within the approved Total Project Cost. All activity of the Designer with respect to these matters shall constitute Basic Services and shall be performed by the Designer without additional compensation. If negotiation and design adjustments fail to bring costs within the Total Project Cost the Owner may reject all bids and Designer 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. All 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 Designer is not obligated to further redesign the Project. 4.3 Project Conferences 4.3.1 For the duration of the development of the Project, the Designer and its Consultants shall meet periodically with the Owner. The Designer shall meet with Owner as necessary to properly fulfill the requirements of this Agreement. The minimum regularly scheduled meetings which the Designer shall be required to attend are listed below: Programming Phase Design Development Prebid Meeting Bid Acceptace (if formally bidding) Progress Meetings for Construction Docusign Envelope ID: F53FB4E0-B0D6-4E95-94C9-51D1A7F1B494 5 Revised 01/24 4.4 Construction Administration 4.4.1 As part of Basic Services, the Designer shall provide all of the mutually agreed administrative services described in the Owner’s contracts with the contractors for the Project. ARTICLE 5 ADDITIONAL SERVICES 5.1 Compensation is due for Additional Services that are not otherwise included in Basic Services (Attachment B) provided by the Designer or its Consultants only when the Owner requests such Additional Services in writing and after both Owner and Designer agree to the terms of providing such Additional Services through an amendment to this Agreement. 5.1.1 Designer or its Consultants shall provide fully detailed presentation models or professional artist's renderings at the written direction and approval of the Owner, if such services are not included in Basic Services Attachment B. 5.1.2 Designer or its Consultants shall make all necessary revisions in drawings, specifications, or other documents when the drawings, specifications, or other documents are inconsistent with written approvals or instructions previously given by the Owner. 5.1.3 Designer or its Consultants shall prepare supporting data and other services in connection with a significant Owner initiated change order if Designer can demonstrate that such services cause a direct substantial increase in Designer's cost of rendering its Basic Services hereunder. 5.1.4 Designer or its Consultants shall prepare to serve and serve as an expert witness for the Owner in connection with dispute resolution, arbitration, or legal proceedings, unless the subject matter of the proceedings includes matters arising out of or related to the Designer's or Consultant's performance or service with respect to the Project; however, preparing to serve or serving as a fact witness for the Owner in such proceedings or rendering testimony necessary to secure governmental approval of zoning or land use clearances for the Project shall not constitute an Additional Service. 5.1.5 Designer or its Consultants shall provide all such services as are made necessary by the negligence or default of a Consultant or subconsultant. Such services shall be provided at no additional cost to Owner. 5.1.6 Designer or its Consultants shall provide additional or extended services during the Construction Phase made necessary by (a) defective work of Consultant(s) or contractor(s); (b) prolongation of construction past the scheduled completion date, provided the prolongation is not due to the fault or negligence of the Designer, its employees, Consultants or agents; or (c) default under the construction contract due to delinquency or insolvency. 5.1.7 Designer or its Consultants shall Provide additional services and costs necessitated by special out-of-town travel required by the Designer and approved in advance in writing by the Owner, other than visits to the Project and other than travel reasonably required to fully accomplish the Basic Services. 5.1.8 Designer, and its Consultants if necessary, shall attend special public hearings for the Project, other than those listed herein, which are called by the Board of County Commissioners. ARTICLE 6 DURATION OF DESIGNER'S SERVICES 6.1 Scheduling of Services Docusign Envelope ID: F53FB4E0-B0D6-4E95-94C9-51D1A7F1B494 6 Revised 01/24 6.1.1 Attachment D to this Agreement is the Key Milestone Listing which defines the sequence and timing of the design and construction activities. The Designer and its Consultants shall schedule and perform their activities so as to meet the Milestone Dates shown. No deviation by the Designer or his Consultants from the Key Milestone Listing shall be allowed without prior written approval by the Owner. 6.1.2 The Designer's schedule for the performance of its activities and the activities of its Consultants shall be in accordance with the outline in Attachment D. The Designer shall also prepare and submit to the Owner for review and approval a schedule of all known items of information, approvals or decisions to be furnished or made by the Owner, including the dates by which the Owner shall have all information necessary from the Designer with respect to that item, approval or decision and the date by which the item of information, approval or decision should be communicated to the Designer. The Owner shall always have a reasonable time within which to provide such item of information, approval or decision and shall not have any responsibility for any delay occurring by reason of the Owner's being unable, through no fault of the Owner, to supply such item of information, approval or decision. 6.1.3 Should the Owner determine that the Designer is behind schedule, it may require the Designer to expedite and accelerate its efforts, including providing additional manpower or overtime, as necessary, to perform its services in accordance with the Key Milestone Listing at no additional cost to the Owner. 6.1.4 The commencement date for the Designer's Basic Services shall be the date of delivery to the Designer from the Owner of a fully executed original of this Agreement. 6.2 Adjustments to the Schedule 6.2.1 If the Designer's work on the Project is or will be delayed for more than sixty (60) days through no fault of the Designer, or if the Owner increases or decreases the scope or size of the Project by ten percent (10%) of currently estimated Total Project Cost, the Designer shall give prompt written notice to the Owner. Provided that such notice has been given, the Designer may request in writing an adjustment in the Key Milestone Listing dates, which shall be granted by the Owner to the extent reasonable. ARTICLE 7 DESIGNER'S COMPENSATION 7.1 Compensation for Basic Services 7.1.1 Compensation for Basic Services shall include all compensation due the Designer from the Owner for all services under this Agreement. 7.2 Breakdown of Compensation for Basic Services Not-to-exceed Compensation for Basic Services consists of the following compensation for the following separate categories of services: 7.2.1 Schematic Design Phase. Lump Sum (Insert Lump Sum or Time and Materials as appropriate) fee of $27,790.00. 7.2.2 Design Development Phase. N/A Included with Schematic Phase fee of 0. 7.2.3 Construction Document Phase. Lump sum fee of $31,760.00. 7.2.4 Bidding and Contract Award. Lump sum fee of $3,970.00. 7.2.5 Construction Phase. Lump sum fee of $15,880.00. 7.2.6 Post Construction Phase. Lump sum fee of N/A Included with Construction Phase. 7.2.7 Additional Basic Services (Select all that apply): Docusign Envelope ID: F53FB4E0-B0D6-4E95-94C9-51D1A7F1B494 7 Revised 01/24 Reimbursables Not to Exceed fee of $600.00. fee of . fee of . fee of . 7.3 Payment for Basic Services Rendered, as described in Attachment B 7.3.1 Payment to the Designer for Basic Services shall become due and payable as progress deliverables and categories of services are completed. Upon completion of each category, payment will be made by the Owner within 30 calendar days of receipt of an invoice which is in form and substance acceptable to the Owner. When applicable such invoice shall include supporting documentation, as designated by Owner, for any reimbursable expenses claimed by Designer. In the event the Owner finds any part or parts of all or any portion of an invoice presented by the Designer not to be acceptable, it shall identify to the Designer the part or parts which are not acceptable and shall pay the part or parts of the invoice which are acceptable, if any. This paragraph is not intended to indicate Owner satisfaction of any work or services. No deductions shall be made from the Designer's fees for basic services except in accordance with this Agreement or to reimburse the Owner for costs or expenses incurred or anticipated to be incurred for which the Designer is liable. 7.3.2 If the Owner increases or decreases the scope of the Project by Five percent (5%) or more of the currently estimated Total Project Cost, the compensation for Basic Services shall be equitably adjusted. 7.4 Compensation for Hourly Not-to-Exceed and Additional Services 7.4.1 With respect to Hourly Not-to-Exceed Services performed by the Designer in accordance with this Agreement, the Designer shall be compensated at the hourly rates or unit pricing shown in Attachment F to this Agreement. 7.4.2 With respect to Additional Services performed by the Designer in accordance with Article 5 or any Addendum or Amendment to this Agreement, the Designer shall be compensated at the hourly rates shown in Attachment F to this Agreement, unless the Owner and the Designer otherwise agree in writing. 7.5 Reimbursable Expenses 7.5.1 Reimbursable expenses are in addition to the fees for permit review and fees, overnight postage, mileage, and reproduction and printing costs, and are for the following expenditures to the extent reasonable and actually incurred by the Designer, its employees, or Consultants with respect to the Project: A. , or other items mutually agreed upon between the Owner and Designer as described in Attachment B. Any unit price agreements are designated in Attachment F. 7.5.2 Designer and its Consultants may be entitled to reasonable mark-up on actual expenses which are incurred subject to written approval by Owner. 7.6 Accounting Records 7.6.1 Accounting records of the Designer's compensation for Additional Services and Reimbursable Expenses pertaining to the Project shall be maintained by the Designer and its Consultants in accordance with generally accepted accounting practices and shall be available for inspection by the Owner or the Owner's representatives at mutually convenient times for a period of five (5) years after the later of final completion of the Project or issuance of a certificate of occupancy for the Project. Docusign Envelope ID: F53FB4E0-B0D6-4E95-94C9-51D1A7F1B494 8 Revised 01/24 7.7 Total Compensation 7.7.1 Total compensation to the Designer, including Basic Services, Additional Services and Reimbursable Expenses shall not exceed Eighty Thousand, Dollars ($80,000.00) Includes $600 for Reimbursable Costs. ARTICLE 8 RESPONSIBILITIES OF THE OWNER 8.1 Cooperation and Coordination 8.1.1 The Owner shall meet with the Designer as necessary at mutually convenient times to provide information necessary to enable the Designer to develop a detailed written analysis and complete needs summary of the Project. 8.1.2 The Owner shall examine documents submitted by the Designer and shall make reasonable efforts to render decisions pertaining thereto no later than the dates specified in the schedule for such decisions described in Article 6.1.2. 8.1.3 Angel Barnes shall be the Owner's Construction Projects Administrator and shall act in the Owner's behalf and as its representative with respect to the Project and shall have the authority to render decisions and approve changes in the scope of the Project within guidelines established by the County Manager and the Board of County Commissioners and shall be available during working hours as often as may be reasonably required to render decisions and to furnish information. Owner may replace the individual serving as Construction Projects Administrator at any time. Should such replacement occur Designer will be so informed within a reasonable time. 8.2 Surveys and Testing 8.2.1 The Owner shall furnish the Designer with a certified land survey of the site, giving, as applicable, grades and lines of streets, alleys, pavements and adjoining property; rights-of-way, restrictions, easements, encroachments, zoning, deed restrictions, boundaries and contours of the site; locations, dimensions and complete data pertaining to existing buildings, other improvements and trees, and other pertinent information reasonably requested by the Designer including that concerning available service and utility lines, both public and private, above and below grade, including inverts. 8.2.2 The Owner shall provide the services of a geotechnical engineer or other consultant, or compensate for such sub-consultant services provided by the Designer, when such services are reasonably deemed necessary by the Designer, and agreed and consented to in writing by Owner, as shown on the Designer's schedule described in Article 6.1.2, to provide reports, test borings, test pits, soil bearing values, percolation tests, air and water pollution tests, ground corrosion and resistivity tests and other necessary operations for determining subsoil, air and water conditions, all together with reports and appropriate professional recommendations thereof to ensure construction materials and geotechnical requirements of the construction contract are met. 8.2.3 All services, data, information, surveys and reports required of the Owner pursuant to this Article 8, shall be furnished at the Owner's expense and, absent any negligence or failure to follow professional standards on the part of Designer, the Designer shall be entitled to rely upon the accuracy and completeness of such services, data, information, surveys and reports. 8.3 Permits and Approvals 8.3.1 The Owner shall secure and pay for all necessary permits, licenses, approvals, easements, assessments, and charges required for the construction, use or occupancy of permanent structures or for permanent changes in existing facilities. The Designer shall provide the Owner with a schedule of all required approvals and of the dates by which application for such approvals must be made in order to avoid any risk of delay to the Project, prepare necessary application forms, present documents requiring approval by the Owner and submit documents with the Owner's approval to the appropriate approval agency. ARTICLE 9 Docusign Envelope ID: F53FB4E0-B0D6-4E95-94C9-51D1A7F1B494 9 Revised 01/24 INSURANCE 9.1 General Requirements 9.1.1 The Designer shall purchase and maintain and shall cause each of its Consultants to purchase and maintain during the period of performance of this Agreement, and for five (5) years after the later of final completion of the Project or issuance of a Certificate of Occupancy of the Project, insurance for protection from claims under workers' or workmen's compensation acts; Comprehensive General Liability Insurance (including broad form contractual liability and complete operations, explosions, collapse, and underground hazards coverage) covering claims arising out of or relating to bodily injury, including bodily injury, sickness, disease or death of any of the Designer's or Consultants' employees or any other person and to real and personal property including loss of use resulting thereof; Comprehensive Automobile Liability Insurance, including hired and non-owned vehicles, if any, covering personal injury or death, and property damage; and Professional Liability Insurance, covering personal injury, bodily injury and property damage and claims arising out of or related to the performance under this Agreement by the Designer or its agents, Consultants and employees. 9.1.2 The minimum insurance ratings for any company insuring the Designer shall be Best's A-. Should the ratings of any insurance carrier insuring the Designer fall below the minimum rating, the County may, at its option, require the Designer to purchase insurance from a company whose rating meets the minimum standard. 9.2 Limits of Coverage 9.2.1 Designer shall obtain, at its sole expense, Commercial General Liability Insurance, Automobile Insurance, Workers’ Compensation Insurance, Professional Liability Insurance, and any additional insurance as may be required by Owner’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 Owner’s Risk Manager determines additional insurance coverage is required such additional insurance shall be designated here N/A (if no additional insurance required leave blank or mark N/A as being not applicable). Designer shall not commence work until such insurance is in effect and certification thereof has been received by the Owner's Risk Manager. 9.2.2 All insurance policies (with the exception of Worker's Compensation and Professional Liability) required under this Agreement shall name the Owner as an additional insured party for the insurance. 9.3 Proof of Coverage 9.3.1 Evidence of such insurance shall be furnished to the Owner. Upon cancellation, non-renewal or reduction, the Consultant shall procure substitute insurance so as to assure the Owner that the minimum limits of coverage are maintained continuously throughout the periods specified herein. 9.4 Indemnity 9.4.1 To the extent authorized by North Carolina law the Designer agrees, without limitation, to indemnify and hold harmless the Owner from all loss, liability, claims or expense, including attorney's fees, arising out of or related to the Project and arising from bodily injury including death or property damage to any person or persons caused in whole or in part by the negligence or misconduct of the Designer except to the extent same are caused by the negligence or willful misconduct of the Owner. 9.5 Owner's Insurance Option 9.5.1 At any time during the performance of this Agreement, the Owner may, at its sole option, provide for itself, for the Designer and for its Consultants any or all of the insurance coverage required under the Article. Docusign Envelope ID: F53FB4E0-B0D6-4E95-94C9-51D1A7F1B494 10 Revised 01/24 9.5.2 If the Owner elects to provide such coverage it shall notify the Designer in writing and provide to the Designer such certificate or certificates of coverage as may be applicable. 9.5.3 If the Owner elects to provide such coverage it shall be entitled to pro rata reduction in the fees for Basic Services equal to the cost of providing such coverage to the Designer and its Consultants. ARTICLE 10 AMENDMENTS TO THE AGREEMENT 10.1 Changes in the Designer's Basic Services 10.1.1 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 Owner and the Designer. The Designer shall proceed to perform the Services required by the Amendment only after receiving a fully executed Amendment from the Owner or a written notice from the Owner directing the Designer to proceed, whichever is earlier. 10.2 Owner Changes 10.2.1 The Owner may, without invalidating this Agreement, make written changes in the Designer's Basic Services or Additional Services of this Agreement by preparing and executing a Change Order. Within three (3) days of receipt of such a Change Order, the Designer shall notify the Owner in writing of any change contained therein that the Designer believes significantly increases or decreases the Designer's services with respect to the Project and request an adjustment in compensation with respect thereto. If the Change Order significantly increases or decreases the Designer's services, the Designer's compensation may be equitably adjusted. ARTICLE 11 TERMINATION AND SUSPENSION 11.1 Termination for Convenience of the Owner 11.1.2 This Agreement may be terminated without cause by the Owner and for its convenience upon seven (7) days written notice to the Designer. 11.2 Other Termination 11.2.1 After seven (7) days written notice to the other party of its material breach of the Agreement, this Agreement may be terminated by the noticing party, provided that the other party has not taken all reasonable actions to remedy the breach. 11.2.2 Designer acknowledges that Owner 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 Owner’s obligations under this Agreement, then this Agreement shall automatically expire without penalty or further cost to Owner immediately upon written notice to Designer of the unavailability or non-appropriation of public funds. 11.2.3 In the event of a change in the Owner’s statutory authority, mandate or mandated functions, by state or federal legislative or regulatory action, which adversely affects Owner’s authority to continue its obligations under this Agreement, then this Agreement shall automatically terminate without penalty or further cost to Owner upon written notice to Designer of such limitation or change in Owner’s legal authority. 11.2.4 Either party may terminate this Agreement upon notice to the other party that obligations pursuant to this Agreement are made impractical due to declarations of emergency by Orange County or by North Carolina due to events directly impacting Orange County. Both parties shall remain Docusign Envelope ID: F53FB4E0-B0D6-4E95-94C9-51D1A7F1B494 11 Revised 01/24 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. 11.2.5 Owner shall have sole authority to determine the reasonableness of Designer’s actions to remedy any breach or complete performance of its obligations. 11.3 Compensation after Termination 11.3.1 In the event of termination for the convenience of the Owner, the Designer shall be paid that portion of its fees and expenses that it has earned to the date of termination, plus five percent (5%) of its compensation for Basic Services earned to date or of its unearned compensation for Basic Services, whichever is less, less any costs or expenses incurred or anticipated to be unearned by the Owner due to errors or omissions of the Designer. 11.3.2 In the event of termination by reason of a material breach of the Agreement by the Owner, the Designer shall be entitled to the same compensation as it would have received had the Owner terminated the Agreement for convenience, and the Designer expressly agrees that said compensation is fair and appropriate as liquidated damages for any and all costs and damages it might incur as a result of such termination. 11.3.3 In the event of termination by reason of a material breach of the Agreement by the Designer, the Designer shall be paid that portion of its 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 Owner due to errors or omissions of the Designer or by reason of the Designer's breach of this Agreement. 11.3.4 Should this Agreement be terminated as provided under this Article 11 the Owner shall be granted, at no additional cost, ownership of all documents, drawings, and electronic databases relating to the Project, including the ownership and use of all drawings, specifications, documents and materials relating to the Project prepared by or in the possession of the Designer. The Designer shall turn over to the Owner within seven (7) days and in good unaltered condition reproducibles of all original drawings, specifications, documents, electronic data bases and materials. In the event of such termination, and should the Owner use such drawings for completion of the Project, the Owner shall indemnify and hold the Designer harmless, to the extent authorized by North Carolina Law, from and against any cost, expense, damage or claim arising out of the loss of life, personal injury or damage to tangible property occasioned wholly or in part by any act or omission by the Owner, its contractor(s), agents or employees in connection with Owner's use of such drawings, plans, specifications, renderings, models and other work provided as part of Basic Services and Additional Services, as may have been amended. The Designer specifically agrees to incorporate the provisions of this paragraph in all contracts for the services of Designer's Consultants. The Owner agrees that the Designer may retain one set of drawings for its records. 11.3.5 Should this Agreement be terminated, the Owner shall, nevertheless, have the right to require the Designer and its Consultants to perform such additional effort as may be necessary to provide professionally certified and sealed drawings and to deliver to the Owner such certified and sealed drawings with respect to any phase or item of the project, for which effort the Designer shall be compensated in accordance with this Agreement. Upon request of the Owner, the Designer shall submit to Owner all relevant documentation, including but not limited to, job cost records, to support its claims for final compensation. 11.4 Suspension 11.4.1 The Owner may, in writing, order the Designer to suspend, delay or interrupt all or any part of its Services on the Project for the convenience of Owner. 11.4.2 In the event the Designer believes that any suspension, delay or interruption of any or all of the Work on the Project, may require an extension of the duration of Basic Services or an increase in the level of staffing by Designer, it shall so notify the Owner and propose an amendment of the Key Milestone Listing for consideration of the Owner. Such amendment or extension shall be effective only upon the written approval of the Owner, which will not be withheld unreasonably. Docusign Envelope ID: F53FB4E0-B0D6-4E95-94C9-51D1A7F1B494 12 Revised 01/24 11.4.3 A suspension, delay or interruption of the Project shall not terminate this Agreement; provided, however, that if such suspension, delay or interruption causes a suspension of the Designer's services for a period exceeding ninety (90) days, the Designer's compensation for Basic Services may be equitably adjusted upon mutual agreement of the parties. 11.5 Waiver 11.5.1 The payment of any sums by the Owner under this Agreement or the failure of the Owner to require compliance by the Designer with any provisions of this Agreement or the waiver by the Owner of any breach of this Agreement shall not constitute a waiver of any claim for damages by the Owner for any breach of this Agreement or a waiver of any other required compliance with this Agreement by the Designer. 11.5.2 Owner and Designer mutually waive any claim against each other for consequential damages. Consequential Damages include: A. Damages incurred by Owner for loss of use, income, financing, or business. B. Damages incurred by Designer for office expenses, including personnel, loss of financing, profit, income, business, damage to reputation, or any other non-direct damages. ARTICLE 12 ADDITIONAL PROVISIONS 12.1 Confidentiality 12.1.1 The Designer and its Consultants shall use their best efforts not to disclose or permit the disclosure of any confidential information relating to the Project, except to its agents, employees and other Consultants who need such confidential information in order to properly perform their duties relative to this Agreement. 12.2 Limitation and Assignment 12.2.1 The Owner and the Designer each bind themselves, their successors, assigns and legal representatives to the terms of this Agreement. Neither the Owner nor the Designer shall assign or transfer its interest in this Agreement without the written consent of the other. 12.3 Governing Law 12.3.1 The Owner and the Designer agree this Agreement is governed by the laws of the State of North Carolina and Orange County. Designer shall at all times remain in compliance with all applicable local, state, and federal laws, rules, and regulations including but not limited to all state and federal anti- discrimination laws, policies, rules, and regulations and the Orange County Non-Discrimination Policy and Orange County Living Wage Policy (each 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 this requirement is a breach of this Agreement and County may immediately terminate this Agreement without further obligation on the part of the County. This paragraph is not intended to limit and does not limit the definition of breach to discrimination. By executing this Agreement Designer certifies that it 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 Designer certifies that Designer 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. By executing this Agreement Designer affirms it is and shall remain in compliance with Article 2 of Chapter 64 of the North Carolina General Statutes. 12.4 Dispute Resolution 12.4.1 Any dispute arising under pursuant to the Project shall be addressed under the terms of the Dispute Resolution Rules and Procedures for Orange County Design, Building Construction, Renovation, and Repair Projects. These rules and regulations are available upon request. Docusign Envelope ID: F53FB4E0-B0D6-4E95-94C9-51D1A7F1B494 13 Revised 01/24 12.4.2 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, and it is agreed by the parties that no other court shall have jurisdiction or venue with respect to such suits or actions. 12.5 Extent of Agreement 12.5.1 This Agreement represents the entire and integrated agreement between the Owner and the Designer and supersedes all prior negotiations, representations or agreements, either written or oral. This Agreement may be amended only by written instrument signed by both the Owner and the Designer. 12.6 Severability 12.6.1 If any provision of this Agreement is held as a matter of law to be unenforceable, the remainder of this Agreement shall be enforceable without such provision. 12.7 Ownership of Documents 12.7.1 All designs, drawings, specifications, design calculations, notes and other works developed in the performance of this contract shall become the property of the Owner and may be used on any other project without additional compensation to the Designer. Designer does not warrant the use of the documents by the Owner or by any person or entity for any purpose other than the Project as set forth in this agreement. 12.8 E-Verify 12.8.1 Pursuant to the terms of North Carolina General Statutes no county may enter into a contract unless the Designer and its subconsultants comply with the requirements of Article 2 of Chapter 64 of the North Carolina General Statutes. Where applicable, failure to maintain compliance with the requirements of Article 2 of Chapter 64 of the General Statutes constitutes Designer’s breach of this Agreement. By executing this Agreement Designer affirms Designer is in compliance with Article 2 of Chapter 64 of the North Carolina General Statutes. 12.9 Electronic Signatures 12.9.1 This Agreement together with any amendments or modifications may be executed electronically. All electronic signatures affixed hereto evidence the intent of the Parties to comply with Article 11A and Article 40 of North Carolina General Statute Chapter 66. 12.10 Iran Divestment and Israel Boycott 12.10.1 Designer certifies that, as of the date listed below, it is not on the Final Divestment List as created by the State Treasurer pursuant to N.C.G.S. § 147-86.58 or the final boycott list created by the State Treasurer pursuant to N.C.G.S. §147-86.81 nor shall Designer utilize in the performance of this Agreement any subcontultant or consultant identified on such lists. 12.11 List of Attachment and Referenced Documents and Priority 12.11.1 The design documents consist of this Agreement and the attached and referenced documents. The attachments and referenced documents are listed in this Section 12.11.1 and are incorporated herein and made part of this Agreement by reference. In the event of any inconsistency between or among the terms of this Agreement and any of the incorporated listed documents such inconsistency or conflict shall be interpreted in the following order of priority: This Agreement Attachment A - Description of the Project Docusign Envelope ID: F53FB4E0-B0D6-4E95-94C9-51D1A7F1B494 14 Revised 01/24 Attachment B - Description of Basic Services Attachment C - Format of Total Project Cost Estimate(s) Attachment D - Key Milestone Listing Attachment E - Consultants and Key Personnel Attachment F - Hourly Rates Schedule Request for Qualifications Statement of qualifications IN WITNESS WHEREOF, the Parties hereto have executed this Agreement as of the day and date first above written in a number of counterparts, each of which shall, without proof or accounting for other counterparts, be deemed an original contract. ORANGE COUNTY:DESIGNER: By: _________________________________ Travis Myren, County Manager Printed Name and Title By: __________________________________ Scott McConnell, Principal Printed Name and Title 4600 Lake Boone Trail Suite 205 Raleigh, NC 27607 Docusign Envelope ID: F53FB4E0-B0D6-4E95-94C9-51D1A7F1B494 11/22/202411/25/2024 15 Revised 01/24 ORANGE COUNTY—INTERNAL USE ONLY ______________________________________________________________________________ Finance Information Vendor Name: Smith Sinnett Architecture, P.A. Vendor Contact Person: Scott McConnell (smcconnell@smithsinnett.com) Phone: 919.781.8582 Address: 4600 Lake Boone Trail Ste 205 City Raleigh State: NC Zip: 27607 Department: AMS Amount: $80,000.00 (Base $79,400 plus $600 Reimbursables) Purpose: Design for Orange County Board of Elections Expansion for Storage Budget Code(s): 61370035-880000-10089 Vendor # 64733 Vendor Status with NCSOS: Current-Active Vendor is a BOCC consultant: Yes No Contract Details Contract Type: New Amendment (Original Contract: ) (Most Recent Amendment ) Effective Date 11/26/2024 End Date 12/30/2025 Notice Date (Notice Purpose ) Award Approved by Board (Agenda Date: ); Made or Administered by AMS 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: 30012) Bidding Informal Bidding ($30k-$90k); Formal RFP ($90k+); Other (<$30k); Exception(#RFQ 367-OC5400) 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: F53FB4E0-B0D6-4E95-94C9-51D1A7F1B494 11/22/2024 11/25/2024 11/25/2024 11/25/2024 16 Revised 01/24 Attachment A - Description of the Project Orange County Board of Elections - Expand the existing building over the existing patio area. Docusign Envelope ID: F53FB4E0-B0D6-4E95-94C9-51D1A7F1B494 17 Revised 01/24 Attachment B - Description of Basic Services PROGRAMMING/SCHEMATIC DESIGN/DESIGN DEVELOPMENT: Smith Sinnett Architecture will work with and coordinate all members of the design team to evaluate the owner’s requests and begin developing an approach to design and construction of the proposed improvements. During the programming phase, Smith Sinnett will meet with the owner’s designated stakeholders to fine tune the details of the renovations and improvements. During the schematic design/design development phase we would anticipate attending meetings with the owner to present design progress and collect owner feedback. The following SD/DD portion is defined as the architectural work will be produced in Revit and Autocad, therefore it is likely to be more detailed than a typical schematic design phase and moves well into the design development phase. This phase shall produce documents that illustrate and describe the refinement of the project design, establishing project scope, form, size, materials, and appearance, as documented through plans, sections and typical construction details. CONSTRUCTION DOCUMENTS: The construction documents shall be based on approved schematic design/design development documentation and shall set forth in detail the requirements for construction of the project. These documents may include, but not be limited to, floor plans, reflected ceiling plans, elevations, sections, typical wall sections, miscellaneous details, and specifications sufficient for permitting, cost negotiation and construction. BID ADMINISTRATION: The Architect will assist the Owner in the bidding and/or the negotiation process, if required. The Architect will evaluate the bid(s) and review and approve Owner/Contractor contract documents. The Architect will coordinate and distribute all necessary addenda. The Architect will produce all necessary Owner/Contractor contracts. CONSTRUCTION ADMINISTRATION: The Architect shall provide administration of the contract between the Owner and the Contractor. As a representative of the Owner, the Architect shall visit the site at intervals appropriate to the stage of the Contractor’s operations, or as otherwise agreed by the Owner and Architect. We will visit the site once a week and/or whenever the need arises. The Architect shall not be responsible for the construction means, methods, techniques, procedures, as these are solely the responsibility of the Contractor. The Architect shall review contractor pay requests and advise the Owner as to their relative completeness. The Architect shall review any contractor submittals, RFIs, ASI’s, produce meeting minutes, conduct monthly and preconstruction meetings, and report all info to the owner and the contractor to ensure that they are in keeping with the construction documentation Docusign Envelope ID: F53FB4E0-B0D6-4E95-94C9-51D1A7F1B494 18 Revised 01/24 Attachment C - Format of Total Project Cost Estimate ORANGE COUNTY Attachment C--- Project Cost Estimate PROJECT IDENTIFICATION: PROJECT CITY or LOCATION: (Definitions/explanations are provided on pg 2 to assist in completion of this form.) CURRENT ESTIMATED CONSTRUCTION COSTS QTY UNIT COST PER UNIT TOTAL A.Site Preparation 1. Demolition $0 2. Site Work $0 B.Construction 1. Utility Services $0 2. Building Construction (new space) $0 3. Building Construction (existing) $0 4. Plumbing (new space) $0 5. HVAC (new space) $0 6. Electrical (Includes TV & Radio Studio) $0 7. Fire Supression and Alarm Systems $0 8. Telephone, Data, Video $0 9. Associated Construction Costs $0 10. Other: $0 C.Equipment 1. Fixed $0 2. Moveable $0 ESTIMATED CONSTRUCTION COSTS $0 Items below may be calculated by percentage or lump sum. If using lump sum, make entry in $ field. DESIGN FEE %(% of Estimated Construction Costs)$0 PRECONSTRUCTION COSTS %(% of Estimated Construction Costs)$0 CONTINGENCIES %(% of Estimated Construction Costs)$0 ESTIMATED COSTS (% of Estimated Construction Costs + Contingencies + Design Fee)$0 Escalation = percent per month multiplied by number of months (From Est. Date to mid-point of construction) = months % per month ESCALATION COST INCREASE (Total of Estimated Costs x Escalation %)$0 ESTIMATED TOTAL PROJECT COSTS (Estimated Costs + Escalation Cost Increase if any)$0 APPROVED BY: _______________________________________TITLE DATE Docusign Envelope ID: F53FB4E0-B0D6-4E95-94C9-51D1A7F1B494 19 Revised 01/24 DEFINITIONS Item on Form Definition CURRENT ESTIMATED CONSTRUCTION COST Attach basis and justification for estimate. Include description, quantities, units, special features, similar cost on recent projects, etc. A. 1. Demolition Includes but may not be limited to lead or asbestos testing and removal, building or interior space demolition in whole or part. A. 2. Site Work Includes but may not be limited to grading, excavating, poor soils or rock removal, utilities relocation, roads, walks, parking, streambank repairs, stormwater management, retaining walls, rainwater harvesting systems, landscaping. B. 1. Utility Services Attach explanation of any special building, mechanical, or electrical service requirements with appropriate distance to existing buildings, water, gas, electrical or other utility service. B. 9. Associated Construction Costs Includes but may not be limited to construction fire alarm testing, utility shut downs, utilities, signage, security, displaced parking, staging, lock cores, keys, permits. B. 10. Other List other signficant sources of cost not included elsewhere. Additional lines may be added if needed. PRECONSTRUCTION COSTS Includes but may not be limited to land surveys, lead/asbestos surveys, environmental assessments, copying, postage, costs of print advertising, and destructive testing. For CM at Risk, preconstruction costs are consistent with the requirements of the preconstruction services agreement. CONTINGENCIES Unanticipated or unforseen conditions including but not limited to design error and omissions, concealed site conditions, utility conflicts, and extended overhead resulting from weather or other delay. Docusign Envelope ID: F53FB4E0-B0D6-4E95-94C9-51D1A7F1B494 20 Revised 01/24 Attachment D - Key Milestone Listing Schematic Design/ Design Development 5 weeks Construction Documents 6 weeks Bid Administration 4 weeks. Construction Administration 24 weeks Docusign Envelope ID: F53FB4E0-B0D6-4E95-94C9-51D1A7F1B494 21 Revised 01/24 Attachment E - Consultants and Key Personnel Scott McConnell Drew Wilgus Docusign Envelope ID: F53FB4E0-B0D6-4E95-94C9-51D1A7F1B494 22 Revised 01/24 Attachment F - Hourly Rates Schedule All Additional Services are to be mutually determined and agreed to in writing prior to the commencement of the work. Hourly rates for the Architect and Engineers shall be provided as follows: Architectural: Principal $ 200/hour Project Manager $ 175/hour Project Architect $ 150/hour Project Designer $ 120/hour Administrative $ 80/hour Docusign Envelope ID: F53FB4E0-B0D6-4E95-94C9-51D1A7F1B494 4600 Lake Boone Trail, Suite 205 | Raleigh, NC 27607 | 919.781.8582 | HUB Certified | www.smithsinnett.com October 22, 2024 Orange County Government-Asset Management 306 Revere Road A102 Hillsborough, North Carolina 27278 Attn.: Angel Barnes Capital Projects Manager Dear Angel, FEE PROPOSAL: Orange County Board of Elections Building Smith Sinnett Architecture greatly appreciates the opportunity to provide Orange County with a proposal for Architectural and Engineering Design Services for the Expansion to the Orange County Board of Elections Building. SCOPE OF WORK: The Board of Elections building, located at 208 S Cameron St, Hillsborough, will undergo an expansion and partial renovation to increase the size of voting equipment storage room and board room with an addition that infills the current raised plaza at the rear of the building. The building was constructed in the 70’s and renovated in 2021. It is within the historic district of the Town of Hillsborough and will need to be reviewed by the commission. The site sits partially within a floodplain which restricts expansion of the building to within the current footprint of the terrace. There is a desire to have a loading dock door for the equipment storage space accessible from the west side alley or the south parking lot. A sliding counter window from the reception to the entry vestibule is desired. Mechanical condensing units which currently sit (screened) on the terrace should be located on the roof or in an attic and remain screened. Additional information included in the attached sketch and Project Charter from the owner. CIP Budget: $296,000 PROGRAMMING/SCHEMATIC DESIGN/DESIGN DEVELOPMENT: Smith Sinnett Architecture will work with and coordinate all members of the design team to evaluate the owner’s requests and begin developing an approach to design and construction of the proposed improvements. During the programming phase, Smith Sinnett will meet with the owner’s designated stakeholders to fine tune the details of the renovations and improvements. During the schematic design/design development phase we would anticipate attending meetings with the owner to present design progress and collect owner feedback. It is assumed that field measured drawings will need to be produced for the elevations and sections as no are currently available. Docusign Envelope ID: F53FB4E0-B0D6-4E95-94C9-51D1A7F1B494 4600 Lake Boone Trail, Suite 205 | Raleigh, NC 27607 | 919.781.8582 | HUB Certified | www.smithsinnett.com The following SD/DD portion is defined as the architectural work which will be produced in Revit, therefore it is likely to be more detailed than a typical schematic design phase and moves well into the design development phase. This phase shall produce documents that illustrate and describe the refinement of the project design, establishing project scope, form, size, materials, and appearance, as documented through plans, sections and typical construction details. CONSTRUCTION DOCUMENTS: The construction documents shall be based on approved schematic design/design development documentation and shall set forth in detail the requirements for construction of the project. These documents may include, but not be limited to, floor plans, reflected ceiling plans, elevations, sections, typical wall sections, miscellaneous details, and specifications sufficient for permitting, cost negotiation and construction. BID ADMINISTRATION: The Architect will assist the Owner in the bidding and/or the negotiation process, if required. The Architect will evaluate the bid(s) and review and approve Owner/Contractor contract documents. The Architect will coordinate and distribute all necessary addenda. The Architect will produce all necessary Owner/Contractor contracts. CONSTRUCTION ADMINISTRATION: The Architect shall provide administration of the contract between the Owner and the Contractor. As a representative of the Owner, the Architect shall visit the site at intervals appropriate to the stage of the Contractor’s operations, or as otherwise agreed by the Owner and Architect. We will visit the site once a week and/or whenever the need arises. The Architect shall not be responsible for the construction means, methods, techniques, procedures, as these are solely the responsibility of the Contractor. The Architect shall review contractor pay requests and advise the Owner as to their relative completeness. The Architect shall review any contractor submittals, RFIs, ASI’s, produce meeting minutes, conduct monthly and preconstruction meetings and report all info to the owner and the contractor to ensure that they are in keeping with the construction documentation. DESIGN FEES: The total amount of all professional and construction services shall be based on the total project budget (not to exceed) Two Hundred Ninety-Six Thousand dollars ($296,000.00). Compensation shall be based on a fixed fee as follows: Architectural Services: $79,400. Construction Contract Budget: $216,600.00 Docusign Envelope ID: F53FB4E0-B0D6-4E95-94C9-51D1A7F1B494 4600 Lake Boone Trail, Suite 205 | Raleigh, NC 27607 | 919.781.8582 | HUB Certified | www.smithsinnett.com The Design Fee shall be billed in the following percentages: Schematic Design/ Design Development 35% 5 weeks Construction Documents 40% 6 weeks Bid Administration 5% 4 weeks. Construction Administration 20% 24 weeks 100% 39 weeks +/- HOURLY RATES: All Additional Services are to be mutually determined and agreed to in writing prior to the commencement of the work. Hourly rates for the Architect and Engineers shall be provided as follows: Architectural: Principal $ 225/hour Project Manager $ 200/hour Project Architect $ 175/hour Project Designer $ 150/hour Administrative $ 80/hour NOT INCLUDED WITHIN PROPOSED FEE:  Geotechnical Survey, Topographic Survey, Hazardous Materials Survey and Testing  Hazardous Materials testing and removal.  Construction Testing Services  Special Inspection services as described in Chapter 17 of the NC Building Code.  Commissioning  Bilateral Amplification  LEED Certification  Commissioning  All permit application fees Reimbursable Expenses Reimbursable expenses include, but may not be limited to, all review and permit fees, overnight postage, mileage, and reproduction and printing costs with an administrative fee of twenty percent (20%). The Architect will provide prints to the Owner if requested, otherwise the Owner may elect to print documentation directly in house. Instruments of Service Plans and specifications are instruments of service and remain the property of Smith Sinnett Architecture, P.A. Docusign Envelope ID: F53FB4E0-B0D6-4E95-94C9-51D1A7F1B494 4600 Lake Boone Trail, Suite 205 | Raleigh, NC 27607 | 919.781.8582 | HUB Certified | www.smithsinnett.com Indemnification Architect and Client agree to mutually indemnify, defend and hold each other harmless from and against any and all claims, liabilities, suits, demands, losses, costs and expenses, including, but not limited to, reasonable attorneys' fees and all legal expenses and fees incurred on appeal, and all interest thereon, accruing or resulting to any and all persons, firms or any other legal entities on account of any damages or losses to property or persons, including injury or death, or economic losses, arising out of the Project and/or the performance or non-performance of obligations under this Agreement, except to the extent such damages or losses are found by a court or forum of competent jurisdiction to be caused by the Architect's or Client’s negligent errors or omissions. Termination The Owner or the Architect upon giving ten days’ written notice can terminate this Agreement at any time. Termination by the Owner shall comply with all other items herein. This Agreement, unless previously terminated by written notice, shall be terminated by the final payment for the finished work. If Agreement is terminated, Client agrees to pay the Architect for all Services rendered and Reimbursable Expenses incurred up to the date of termination. Upon not less than seven days' written notice, the Architect may suspend the performance of its services if the Client fails to pay the Architect in full for services rendered or expenses incurred. The Architects shall have no liability because of such suspension of service or termination due to nonpayment. Additional Services Should the Owner request any major changes in the scope of the work after the completion of previously approved phases, this work shall be performed as an additional service. Prior to commencement of additional design and documentation services, the Owner and Architect shall agree in writing to a specified additional cost to accomplish the work. Thank you for the opportunity and we look forward to working with you on this project. Sincerely, Drew Wilgus, AIA Associate Smith Sinnett Architecture Designer Approval and Date __________________________ Owner Approval and Date _________________________ Docusign Envelope ID: F53FB4E0-B0D6-4E95-94C9-51D1A7F1B494 Project Charter Submitted by: Angel Barnes Page 1 of 3 PROJECT CHARTER 1. General Project Information Project Name: Board of Elections Expansion Executive Sponsors: Orange County Board of County Commissioners Department Sponsor: Asset Management Services Impact of project:Add space for storage and easier loading. 2. Project Team Name Department Telephone E-mail Project Manager:Angel Barnes AMS 919.245.2628 abarnes@orangecountync.gov Team Members: Stefan Hooker AMS 919.428.0762 shooker@orangecountync.gov BOE Director Rachel Raper Board of Elections 919.245.2351 rraper@orangecountync.gov BOE Logistics Mgr Kaylor Robinson Board of Elections 919.245.2357 krobinson@orangecountync.gov 3. Stakeholders (e.g., those with a significant interest in or who will be significantly affected by this project) Board of Elections Staff and visitors 4. Project Scope Statement Project Purpose / Business Justification Describe the business need this project addresses Expand the existing facility out over the existing patio for additional storage space. Objectives (in business terms) Describe the measurable outcomes of the project, e.g., reduce cost by xxxx or increase quality to yyyy Add storage space for voting equipment. ~62’x27’=1674 square feet. Docusign Envelope ID: F53FB4E0-B0D6-4E95-94C9-51D1A7F1B494 Project Charter Submitted by: Angel Barnes Page 2 of 3 Deliverables List the high-level “products” to be created (e.g., improved xxxx process, employee manual on yyyy) Add conditioned space for voting equipment, relocate existing HVAC equipment to the roof of the expansion, and add a ramp for loading equipment on trucks. Scope List what the project will and will not address The BOCC approved $296,000.00 for AMS to expand the existing building over the covered patio area on the west side of the building. This patio area is outside of the floodplain area. Flooring – Carpet to match existing. Painting of walls to match existing. Electrical Requirements – Need outlets that drop down from the ceiling to accommodate the needs. Exact number of outlets is to be determined during the design phase. Data Requirements – Data outlets will be required on the walls, and a Wireless access point will be required to be installed within the new space. Walls – If possible remove the walls between the existing spaces to allow for expansion. See markup drawing. Doors – Install new doors for exit and new doors in the corridor or exterior from the expanded board room, and loading and personnel door from storage. The loading dock door may be able to come from the back of the building or from the south side, these two options need to be looked into to determine which is the best location for large trucks to be able to access for loading and unloading equipment. Locksets – Need to include Corbin Russwin L4 Series locksets with blanks for AOK to rekey to the BOE key. Electrical – Relocate security cameras, relocate exterior lights, remove unused lights, and how many light switches would be needed (based on the number of doors entering the space). Emergency Exit lighting updates to existing exit and for new exit. Fire Alarm – Additional devices will be required to be installed. HVAC – Space must be conditioned for the equipment. Existing HVAC units will be relocated (most likely on the roof of the expanded area, roof access ladder will need to be installed (potentially from the attic space onto the new roof). Screening around the HVAC equipment will be required. Furniture – No requirements for this project for new furniture. Signage – Wayfinding and room identification (interior and exterior signage) Security – Card readers – relocate and reuse existing. Additional readers may be needed based on the final design and if the transaction window is installed. Safety – Fire Extinguisher(s) will be required in the new area, Evacuation Maps to be updated Project Milestones Propose start and end dates for Project Phases (e.g., Inception, Planning, Construction, Delivery) and other major milestones The project should occur during the first 6 months of 2025 if at all possible, there are filings in July 2025, and additional filings in December 2025 with the local election occurring in November. Major Known Risks (including significant Assumptions) Identify obstacles that may cause the project to fail. Risk Risk Rating (Hi, Med, Lo) Historic District Commission Review High (Slow) Building Permit High (Slow) Material Availability/Labor Resources Med Docusign Envelope ID: F53FB4E0-B0D6-4E95-94C9-51D1A7F1B494 Project Charter Submitted by: Angel Barnes Page 3 of 3 Constraints List any conditions that may limit the project team’s options with respect to resources, personnel, or schedule (e.g., predetermined budget or project end date, limit on number of staff that may be assigned to the project). The town of Hillsborough/HDC may impact the schedule, budget, and scope. The construction schedule will be coordinated closely with staff to ensure we do not interfere with the preparation for voting, or voting, after voting. All security measures must be complied with and listed on the RFP to ensure that no one has access to any portions of the building at any time without BOE staff present. All work must be completed during normal business hours with minimal disruption to staff as the building will stay occupied during the construction unless specific work requires the building to be empty. External Dependencies Will project success depend on coordination of efforts between the project team and one or more other individuals or groups? Has everyone involved agreed to this interaction? General Contractor and subcontractor availability. Equipment and material availability Voting schedules 5. Communication Strategy (specify how the project manager will communicate to the Executive Sponsor, Project Team members and Stakeholders, e.g., frequency of status reports, frequency of Project Team meetings, etc. Email will be the primary form of communication for notices. Meetings will be scheduled to review progress monthly. Monthly status updates will be emailed. Coordination communication will be email, phone, and in-person discussions as required once work starts and documented through emails. Emergency/Urgent items will be phone calls and documented with emails. 6. Sign-off Name Signature Date (MM/DD/YYYY) Executive Sponsor Department Sponsor Project Manager 7. Notes Docusign Envelope ID: F53FB4E0-B0D6-4E95-94C9-51D1A7F1B494 CORRIDOR(CENTRAL)CORRIDOR(SOUTH)OFFICE __OFFICE __COPY ROOMRECEPTIONSCANNING AREAKITCHENFOYER (EAST)FOYER (WEST)RESTROOMPUBLICRESTROOM(STAFF)OFFICE __DIRECTOR'S OFFICERESTROOMRemove this wallRemove this wallAdd soundproofingglass/viewing windowRelocate existingcard readers to newexit doorAdd loading dock door with ramp foruhaul loading (Multiple Options) Needvehicle lengths to determine whichlocation will work the best.Orange lines shows newwalls, and doorsAdd soundproofingglass/viewing windowAdd securetransaction windowRelocate existing HVACequipment to new roof, addadditional equipment forexpansionRemove this wallAdd loading dock doorwith ramp for uhaulloadingDocusign Envelope ID: F53FB4E0-B0D6-4E95-94C9-51D1A7F1B494 08/21/2024 Insurance Management Consultants, Inc. P.O. Box 2490 Davidson NC 28036 Ashley Hill (704) 799-1600 (704) 799-2955 ashley@imcipls.com Smith Sinnett Architecture, P.A. 4600 Lake Boone Trail Suite 205 Raleigh NC 27607 RLI Insurance Company 13056 Travelers Casualty & Surety Company 19038 8/17/2024-3/16/2025 A PSB0006123 03/16/2024 03/16/2025 2,000,000 1,000,000 10,000 2,000,000 4,000,000 4,000,000 A PSA0002171 03/16/2024 03/16/2025 1,000,000 Medical payments A PSE0002685 03/16/2024 03/16/2025 1,000,000 1,000,000 A N Y PSW0003488 03/16/2024 03/16/2025 500,000 500,000 500,000 B Professional Liability 106969212 08/17/2024 08/17/2025 Per Claim $2,000,000 Aggregate $4,000,000 If required by an insured written contract, executed prior to any loss, Orange County, its officers, official agents and employees is included as an Additional Insured on the above mentioned General and Auto Liability policies subject to all policy terms and conditions. Waiver of subrogation applies in favor of Orange County for workers compensation. Policies provide thirty (30) day notice of cancellation, other than ten (10) days for non-payment of premium. Orange County Attn: Risk Management P.O. Box 8181 Hillsborough NC 27278 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. INSURER(S) AFFORDING COVERAGE INSURER F : INSURER E : INSURER D : INSURER C : INSURER B : INSURER A : NAIC # NAME:CONTACT (A/C, No):FAX E-MAILADDRESS: PRODUCER (A/C, No, Ext):PHONE INSURED REVISION NUMBER:CERTIFICATE NUMBER:COVERAGES IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. 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 Docusign Envelope ID: F53FB4E0-B0D6-4E95-94C9-51D1A7F1B494 Policy Number:RLI Insurance Company Named Insured: PPB 304 02 12 Page 1 of 1 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. RLIPack®FOR PROFESSIONALS BLANKET ADDITIONAL INSURED ENDORSEMENT This endorsement modifies insurance provided under the following: BUSINESSOWNERS COVERAGE FORM - SECTION II – LIABILITY 1. C. WHO IS AN INSURED is amended to include as an additional insured any person or organization that you agree in a contract or agreement requiring insurance to include as an additional insured on this policy, but only with respect to liability for "bodily injury", "property damage" or "personal and advertising injury" caused in whole or in part by you or those acting on your behalf: a.In the performance of your ongoing operations; b.In connection with premises owned by or rented to you; or c.In connection with “your work” and included within the “product-completed operations hazard”. 2.The insurance provided to the additional insured by this endorsement is limited as follows: a.This insurance does not apply on any basis to any person or organization for which coverage as an additional insured specifically is added by another endorsement to this policy. b.This insurance does not apply to the rendering of or failure to render any "professional services". c.This endorsement does not increase any of the limits of insurance stated in D. Liability And Medical Expenses Limits of Insurance. 3.The following is added to SECTION III H.2. Other Insurance – COMMON POLICY CONDITIONS (BUT APPLICABLE ONLY TO SECTION II – LIABILITY) However, if you specifically agree in a contract or agreement that the insurance provided to an additional insured under this policy must apply on a primary basis, or a primary and non-contributory basis, this insurance is primary to other insurance that is available to such additional insured which covers such additional insured as a named insured, and we will not share with that other insurance, provided that: a.The "bodily injury" or "property damage" for which coverage is sought occurs after you have entered into that contract or agreement; or b.The "personal and advertising injury" for which coverage is sought arises out of an offense committed after you have entered into that contract or agreement. 4.The following is added to SECTION III K. 2. Transfer of Rights of Recovery Against Others to Us – COMMON POLICY CONDITIONS (BUT APPLICABLE TO ONLY TO SECTION II – LIABILITY) We waive any rights of recovery we may have against any person or organization because of payments we make for "bodily injury", "property damage" or "personal and advertising injury" arising out of "your work" performed by you, or on your behalf, under a contract or agreement with that person or organization. We waive these rights only where you have agreed to do so as part of a contract or agreement with such person or organization entered into by you before the "bodily injury" or "property damage" occurs, or the "personal and advertising injury" offense is committed. ALL OTHER TERMS AND CONDITIONS OF THIS POLICY REMAIN UNCHANGED. PSB0006123 Smith Sinnett Architecture, P.A. Docusign Envelope ID: F53FB4E0-B0D6-4E95-94C9-51D1A7F1B494 Policy Number: RLI Insurance Company Named Insured: PPA 300 03 13 Page 1 of 5 7+,6(1'256(0(17&+$1*(67+(32/,&<3/($6(5($',7&$5()8//< 5/,3DFNŠ%86,1(66$872(1+$1&(0(17   6&+('8/(2)&29(5$*(6$''5(66('%<7+,6(1'256(0(17   $ %URDG)RUP1DPHG,QVXUHG % (PSOR\HHV$V,QVXUHGV & %ODQNHW$GGLWLRQDO,QVXUHG ' %ODQNHW:DLYHU2I6XEURJDWLRQ ( (PSOR\HH+LUHG$XWRV ) )HOORZ(PSOR\HH&RYHUDJH * $XWR/RDQ/HDVH*DS&RYHUDJH + *ODVV5HSDLU–:DLYHU2I'HGXFWLEOH , 3HUVRQDO(IIHFWV&RYHUDJH - +LUHG$XWR3K\VLFDO'DPDJH&RYHUDJH . +LUHG$XWR3K\VLFDO'DPDJH–/RVV2I8VH / +LUHG&DU–:RUOGZLGH&RYHUDJH 0 7HPSRUDU\7UDQVSRUWDWLRQ([SHQVHV 1 $PHQGHG%RGLO\,QMXU\'HILQLWLRQ–0HQWDO$QJXLVK 2 $LUEDJ&RYHUDJH 3 $PHQGHG,QVXUHG&RQWUDFW'HILQLWLRQ–5DLOURDG(DVHPHQW 4 &RYHUDJH([WHQVLRQV–$XGLR9LVXDO$QG'DWD(OHFWURQLF(TXLSPHQW1RW'HVLJQHG6ROHO\)RU7KH 3URGXFWLRQ2I6RXQG 5 1RWLFH2I$QG.QRZOHGJH2I2FFXUUHQFH 6 8QLQWHQWLRQDO(UURUV2U2PLVVLRQV 7 7RZLQJ&RYHUDJH                     36$ 6PLWK6LQQHWW$UFKLWHFWXUH3$ Docusign Envelope ID: F53FB4E0-B0D6-4E95-94C9-51D1A7F1B494 PPA 300 03 13 Page 2 of 5 This endorsement modifies insurance provided under the following: BUSINESS AUTO COVERAGE FORM $ %URDG)RUP1DPHG,QVXUHG The following is added to the 6(&7,21 ,,– &29(5('$8726/,$%,/,7<&29(5$*(Para- graph $:KR,V$Q,QVXUHGProvision: Any business entity newly acquired or formed by you during the policy period, provided you own fifty percent (50%) or more of the business entity and the business entity is not separately insured for Bus-iness Auto Coverage. Coverage is extended up to a maximum of one hundred eighty (180) days following the acquisition or formation of the business entity. This provision does not apply to any person or organization for which coverage is excluded by endorsement. % (PSOR\HHV$V,QVXUHGV The following is added to the 6(&7,21 ,,– &29(5('$8726/,$%,/,7<&29(5$*(Para- graph $:KR,V$Q,QVXUHGProvision: Any “employee” of yours is an “insured” while using a covered “auto” you don't own, hire or borrow in your business or your personal affairs. & %ODQNHW$GGLWLRQDO,QVXUHG The following is added to the 6(&7,21 ,,– &29(5('$8726/,$%,/,7<&29(5$*(Para- graph $:KR,V$Q,QVXUHGProvision: Any person or organization that you are required to include as an additional insured on this coverage form in a contract or agreement that is executed by you before the “bodily injury” or “property damage” occurs is an “insured” for liability coverage, but only for damages to which this insurance applies and only to the extent that person or organization qualifies as an “insured” under the Who Is An Insured provision contained in 6(&7,21 ,,–&29(5('$8726 /,$%,/,7<&29(5$*(. The insurance provided to the additional insured will be on a primary and non-contributory basis to the additional insured’s own business auto co verage if you are required to do so in a contract or agreement that is executed by you before the “bodily injury” or “property damage” occurs. ' %ODQNHW:DLYHU2I6XEURJDWLRQ The following is added to the 6(&7,21,9–%86, 1(66$872&21',7,216$/RVV&RQGLWLRQV 7UDQVIHU2I5LJKWV2I5HFRYHU\$JDLQVW2WKHUV 7R8V: We waive any right of recovery we may have against any person or organization to the extent required of you by a contract executed prior to any “accident” or “loss”, provided that the “accident” or “loss” arises out of the operations contemplated by such contract. The waiver applies only to the person or organization designated in such contract. ( (PSOR\HH+LUHG$XWRV . The following is added to the 6(&7,21 ,,– &29(5(' $8726 /,$%,/,7< &29(5$*( Paragraph $:KR,V$Q,QVXUHGProvision: An “employee” of yours is an “insured” while operating an “auto” hired or rented under a contract or agreement in that “employee's” name, with your permission, while performing duties related to the conduct of your business.  Changes In General Conditions: Paragraph Eof the 2WKHU ,QVXUDQFHCon- dition in the %86,1(66$872&21',7,216 is deleted and replaced with the following: E. For Hired Auto Physical Damage Coverage, the following are deemed to be covered “autos” you own:  Any covered “auto” you lease, hire, rent or borrow; and  Any covered “auto” hired or rented by your “employee” under a contract in that individual “employee's” name, with your permission, while performing duties related to the conduct of your business. However, any “auto” that is leased, hired, rented or borrowed with a driver is not a covered “auto”. ) )HOORZ(PSOR\HH&RYHUDJH 6(&7,21 ,,– &29(5(' $8726 /,$%,/,7< &29(5$*(([FOXVLRQ%does not apply if you have workers compensation insurance in-force covering all of your employees. * $XWR/RDQ/HDVH*DS&RYHUDJH 6(&7,21,,,–3+<6,&$/'$0$*(&29(5$*( &/LPLW2I,QVXUDQFH is amended by the addition of the following: In the event of a total “loss” to a covered “auto” shown in the Schedule of Declarations, we will pay any unpaid amount due on the lease or loan for a covered “auto”, less: The amount paid under the 3+<6,&$/ '$0$*(&29(5$*( section of the policy; and Any: DOverdue lease/loan payments at the time of the “loss”; Docusign Envelope ID: F53FB4E0-B0D6-4E95-94C9-51D1A7F1B494 PPA 300 03 13 Page 3 of 5 EFinancial penalties imposed under a lease for excessive use, abnormal wear and tear or high mileage. FSecurity deposits not returned by the lessor; GCosts for extended warranties, Credit Life Insurance, Health, Accident or Disability Insurance purchased with the loan or lease; and HCarry-over balances from previous loans or leases. + *ODVV5HSDLU–:DLYHU2I'HGXFWLEOH 6(&7,21,,,–3+<6,&$/'$0$*(&29(5$*(, ''HGXFWLEOH is amended by adding the following: No deductible for a covered “auto” will apply to glass damage if the glass is repaired rather than replaced. , 3HUVRQDO(IIHFWV&RYHUDJH The following is added to 6(&7,21,,,–3+<6,&$/ '$0$*(&29(5$*(, $&RYHUDJH&RYHUDJH ([WHQVLRQV: F. 3HUVRQDO(IIHFWV&RYHUDJH In the event of a total theft loss of your covered “auto” we will pay up to $400 for “loss” to wearing apparel and other personal effects which are:  Owned by an “insured”; and  In or on your covered “auto”; No deductible applies to Personal Effects Coverage. - +LUHG$XWR3K\VLFDO'DPDJH&RYHUDJH The following is added to 6(&7,21,,,–3+<6,&$/ '$0$*(&29(5$*($&RYHUDJH&RYHUDJH ([WHQVLRQV: G +LUHG$XWR3K\VLFDO'DPDJH&RYHUDJH If hired “autos” are covered “autos” for Liability Coverage and this policy also provides Physical Damage Coverage for an owned “auto”, then the Physical Damage Coverage is extended to “autos” that you hire, rent or borrow subject to the following:  The most we will pay for “loss” in any one “accident” to a hired, rented or borrowed “auto” is the lesser of: D $60,000 E The actual cash value of the damaged or stolen property as of the time of the “loss”; or F The cost of repairing or replacing the damaged or stolen property with other property of like kind and quality.  An adjustment for depreciation and physical condition will be made in the event of a total “loss”.  If a repair or replacement results in better than like kind or quality, we will not pay for the betterment.  A deductible equal to the highest Physical Damage deductible applicable to any owned auto will apply.  This Coverage Extension will not apply to: D Any “auto” that is hired, rented or borrowed with a driver; or E Any “auto” that is hired, rented or borrowed from your “employee”. . +LUHG$XWR3K\VLFDO'DPDJH–/RVV2I8VH The following is added to 6(&7,21,,,–3+<6,&$/ '$0$*(&29(5$*($&RYHUDJH&RYHUDJH ([WHQVLRQV: HWe will pay sums which you legally must pay to the lessor of a covered “auto” which you have leased without a driver for thirty (30) days or less for the lessor’s loss of use of the covered “auto”, provided:  This insurance provides comprehensive, specified causes of loss or collision covered on the covered “auto”;  The loss of use results from the covered “auto” being damaged in an “accident” while you are leasing it. We will pay up to a maximum limit of $1,500 for this covered extension. / +LUHG&DU–:RUOGZLGH&RYHUDJH The following is added to 6(&7,21,,–&29(5(' $8726 /,$%,/,7< &29(5$*( $ &RYHUDJH ([WHQVLRQV: I +LUHG&DU–:RUOGZLGH&RYHUDJH  We will pay all sums an “insured” legally must pay as damages because of “bodily injury” or “property damage” to which this insurance applies, caused by an “accident” which occurs outside of the United States of America, the territories and possessions of the United States of America, Puerto Rico and Canada resulting from the maintenance, or use of any covered “auto” of the private passenger type you lease, hire, rent or borrow without a driver for thirty (30) days or less.  With respect to any claim made or “suit” instituted outside the United States of America, the territories and possessions of the United States of America, Puerto Rico, and Canada: Docusign Envelope ID: F53FB4E0-B0D6-4E95-94C9-51D1A7F1B494 PPA 300 03 13 Page 4 of 5 D You shall undertake the investigation, settlement and defense of such claims and “suits” and keep us advised of all proceedings and actions. E You will not make any settlement without our consent. F We will reimburse you: L For the amount of damages be- cause of liability imposed upon you by law on account of “bodily injury” or “property damage” to which this insurance applies, and LL For all reasonable expenses incurred with our consent in connection with the investigation, settlement or defense of such claims or “suits”. Reimbursement for expenses will be part of the Limit of Insurance for liability coverage shown in the Business Auto Coverage Declarations, and not in addition to such limits.  The limit of Insurance for Liability Coverage shown in the Business Auto Coverage Declarations is the most we will reimburse you for the sum of all damages imposed on you, as set forth in paragraph F above, and all expenses incurred by you arising out of any single “accident” or “loss”.  You must maintain the greater of the follow- ing primary auto liability insurance limits: D Compulsory admitted insurance with limits required to be in force to satisfy the legal requirements of the jurisdiction where the accident occurs; or E Insurance limits required by law and issued by a government entity or by an insurer licensed or permitted by law to do business in the jurisdiction where the “accident” occurs; or F Auto liability insurance limits of at least $300,000 combined single limit or $100,000 per person/$300,000 per acci- dent Bodily Injury, $100,000 Property Damage. If you fail to comply with the above, this insurance is not invalidated. However, in the event of a “loss”, we will pay only to the extent that we would have been liable had you so complied.  The insurance provided by this coverage extension is excess over any other collec- tible insurance available to you whether on a primary, excess contingent or any other basis. 0 7HPSRUDU\7UDQVSRUWDWLRQ([SHQVHV 6(&7,21,,,–3+<6,&$/'$0$*(&29(5$*(, $ &RYHUDJH ([WHQVLRQV, subparagraph D 7UDQVSRUWDWLRQ ([SHQVHV is deleted and replaced by the following: D 7UDQVSRUWDWLRQ([SHQVHV  We will pay up to a maximum of $1,500 for temporary transportation expense incurred by you because of Physical Damage to a covered “auto”.  We will pay only for those covered “autos” for which you carry Comprehensive, Colli-sion or Specified Case of Loss Coverage.  We will pay only for those expenses incurred by you during the period of time that begins twenty-four (24) hours after the covered “loss” and ends at the time when the covered “auto” can be reasonable repaired or replaced.  This coverage does not apply while there are spare or reserve “autos” available to you for your operations. 1 $PHQGHG %RGLO\ ,QMXU\ 'HILQLWLRQ–0HQWDO $QJXLVK The following is added to 6(&7,21 9– '(),1,7,216, 'HILQLWLRQ&.: “Bodily injury” also includes mental anguish, but only when the mental anguish arises from other bodily injury, sickness or disease. 2 $LUEDJ&RYHUDJH The following is added to 6(&7,21,,,–3+<6,&$/ '$0$*(&29(5$*( %([FOXVLRQVD: However, this exclusion will not apply to accidental discharge of an airbag due to mechanical or electrical breakdown. 3 $PHQGHG,QVXUHG&RQWUDFW'HILQLWLRQ–5DLOURDG (DVHPHQW 6(&7,219–'(),1,7,216 paragraph + “Insured contact” is modified as follows: Paragraph + is replaced by the following: Any easement or license agreement. Paragraph +D is deleted. 4 &RYHUDJH([WHQVLRQV– $XGLR9LVXDO $QG'DWD (OHFWURQLF (TXLSPHQW 1RW 'HVLJQHG 6ROHO\ )RU 7KH3URGXFWLRQ2I6RXQG 6(&7,21,,,–3+<6,&$/'$0$*(&29(5$*( % ([FOXVLRQV, exception paragraph D to exclusion F and G is deleted and replaced with the following: Docusign Envelope ID: F53FB4E0-B0D6-4E95-94C9-51D1A7F1B494 PPA 300 03 13 Page 5 of 5 DEquipment and accessories used with such equipment, except for tapes, records, discs or other electronic media device, provided such equipment is permanently installed in the covered “auto” at the time of the “loss” or is removable from the housing unit which is permanently installed in the covered “auto” at the time of the “loss”, and such equipment is designed to be solely operated by use of the power from the “autos” electrical system, in or upon the covered “autos”; or 5 1RWLFH2I$QG.QRZOHGJH2I2FFXUUHQFH 6(&7,21 ,9– %86,1(66 $872 &21',7,216 $'XWLHV,Q7KH(YHQW2I$FFLGHQW&ODLP6XLW 2U/RVV subparagraph D is deleted and replaced with the following: DIn the event of “accident”, claim, “suit” or “loss”, you must give us or our authorized repre- sentative prompt notice of the “accident” or “loss” including:  How, when and where the “accident” or “loss” occurred;  The “insured’s” name and address; and  To the extent possible, the names and addresses of any injured person and witnesses. Your duty to give us or our authorized representative prompt notice of the “accident” or “loss” applies only when the “accident” or “loss” is known to:  You, if you are an individual;  A partner if you are a partnership; or  An executive officer or insurance manager, if you are a corporation. 6 8QLQWHQWLRQDO(UURUV2U2PLVVLRQV 6(&7,21,9–%86,1(66$872&21',7,216, % *HQHUDO &RQGLWLRQV  &RQFHDOPHQW 0LVUHSUH VHQWDWLRQ 2U )UDXG is amended by adding the following: The unintentional omission of, or unintentional error in, any information given by you shall not prejudice your rights under this insurance. However this pro- vision does not affect our right to collect additional premium or exercise our right of cancellation or nonrenewal. 7 7RZLQJ&RYHUDJH 6(&7,21,,,–3+<6,&$/'$0$*(&29(5$*(, $ 7RZLQJ, is deleted and replaced by the following: We will pay up to $750 for towing and labor costs incurred each time a covered “auto” is disabled due to a covered cause of loss. However: DAll labor must be performed at the place of disablement; and EIf the covered auto is a private passenger type no deductible applies; and FIf the covered auto is not of the private passenger type our obligation to pay will be reduced by a $250 deductible per disablement.                       $//27+(57(506$1'&21',7,2162)7+,632/,&<5(0$,181&+$1*(' Docusign Envelope ID: F53FB4E0-B0D6-4E95-94C9-51D1A7F1B494 ¤¤ 1983 National Council on Compensation Insurance. WORKERS COMPENSATION AND EMPLOYERS LIABILITY INSURANCE POLICYWC 00 03 13  (G  WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS ENDORSEMENT :HKDYHWKHULJKWWRUHFRYHURXUSD\PHQWVIURPDQ\RQHOLDEOHIRUDQLQMXU\FRYHUHGE\WKLVSROLF\:HZLOOQRWHQIRUFH RXUULJKWDJDLQVWWKHSHUVRQRURUJDQL]DWLRQQDPHGLQWKH6FKHGXOH  7KLVDJUHHPHQWVKDOOQRWRSHUDWHGLUHFWO\RULQGLUHFWO\WREHQHILWDQ\RQHQRWQDPHGLQWKH6FKHGXOH 6FKHGXOH                                   7KLVHQGRUVHPHQWFKDQJHVWKHSROLF\WRZKLFKLWLVDWWDFKHGDQGLVHIIHFWLYHRQWKHGDWHLVVXHGXQOHVVRWKHUZLVHVWDWHG  (The information below is required only when this endorsement is issued subsequent to preparation of the policy.) (QGRUVHPHQW(IIHFWLYH 3ROLF\1R (QGRUVHPHQW1R ,QVXUHG  3UHPLXP  ,QVXUDQFH&RPSDQ\ &RXQWHUVLJQHGE\BBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBB     WC 00 03 13 (G  4795 Smith Sinnett Architecture, P.A. PSW0003488 03-16-2024 RLI Insurance Company (This agreement applies only to the extent that you perform work under a written contract that requires you to obtain this agreement from us.) Any person or organization that you have agreed with in a written contract to provide this agreement. Docusign Envelope ID: F53FB4E0-B0D6-4E95-94C9-51D1A7F1B494