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HomeMy WebLinkAbout2024-794-E-Planning Dept-Thomas & Hutton-Amendment to Design Services for the Development of the Greene Tract Master PlanRevised 01/24 NORTH CAROLINA CONTRACT AMENDMENT ORANGE COUNTY THIS CONTRACT AMENDMENT (“Amendment”) is made and entered into this _6th__ day of _September_, 2024_ by and between ORANGE COUNTY (hereinafter referred to as “County”) and _Thomas & Hutton_ (hereinafter referred to as “Provider”). WITNESSETH: THAT WHEREAS, the County and Provider entered into a contract dated _February 13, 2024__, (hereinafter the “Original Agreement”), for the provision of services for _Design Services for the Development of the Greene Tract Master Plan_; and WHEREAS, the County and Provider desire to amend the Original Agreement while keeping in effect all terms and conditions of the Original Agreement not inconsistent with the terms and conditions set forth below. NOW THEREFORE, for and in consideration of the mutual covenants and agreements made herein, the parties agree to amend the Original Agreement as follows: 1. In order to ensure the completion of the Services identified in the term of the Original Agreement is amended to reflect an end date by which all Services shall be completed of _March 31, 2026____. 2. The Letter Agreement for Services included in the Original Agreement is amended by adding the following tasks and services to the Services to be provided by the Consultant: SCOPE OF WORK: Additional Services for additional meetings related to an 18 month Contract Extension requested by the Client, as well as quantity takeoffs and potential additional Master Plan iterations in support of project financial feasibility analysis being performed by others. SCOPE OF ADDITIONAL SERVICES: a. Prepare a Site Infrastructure quantity takeoff and opinion of construction cost for the single preferred Concept Plan previously completed. $2500.00 lump sum b. Prepare Additional Concept Plans of expected magnitude (if needed) based on the Financial Feasibility Analysis Consultant’s recommendations including Site quantity takeoff & Costs. Provider may require additional agreement for plans of unexpected magnitude. $8,000.00 per plan c. Attend and co-facilitate additional Public Workshops based on 4 of Consultant’s staff participating in each workshop $5,000.00 per workshop d. Attend additional Project Team Meetings over the 6 month Timeframe of the Contract Extension, based on 1 of Consultant’s staff participating in each meeting $500.00 per meeting 3. Article 3, Section a(ii) is amended to add the following milestones: 6. Additional Service (a) (takeoff and opinion) As Requested $2,500 7. Additional Service (b) (Additional Concept Plans) As Requested $8,000 per plan 8. Additional Service (c) (Public Workshops) As Requested $5,000 per workshop 9. Additional Service (d) (PT Meetings) As Requested $500 per meeting Docusign Envelope ID: 20B36FB9-ED48-4722-B565-F2C2C89D6F1C Revised 01/24 4. Article _5__, Section _a__ is amended to reflect a maximum payable not-to-exceed amount of __$216,000______. 5. Except for the changes made herein, the Original Agreement shall remain in full force and effect to the extent it is not inconsistent with this Amendment. In the event there is a conflict between the terms of the Original Agreement and the terms of this Amendment, this Amendment shall control. IN TESTIMONY WHEREOF, this Amendment has been executed by the parties hereto, as of the date first above written. ORANGE COUNTY PROVIDER ______________________________ __________________________________ Travis Myren Dan Jewell County Manager Thomas & Hutton, Principal/Regional Director Docusign Envelope ID: 20B36FB9-ED48-4722-B565-F2C2C89D6F1C Revised 01/24 ORANGE COUNTY—INTERNAL USE ONLY ______________________________________________________________________________ Finance Information Vendor Name: Thomas & Hutton Vendor Contact Person: Dan Jewell Phone: 919-457-5800 Address: 2510 Meridian Parkway, Suite 100 City Durham State: NC Zip: 27713 Department: Planning & Inspections Amount: $216,000 Purpose: Amendment to Design Services for the Development of the Greene Tract Master Plan Budget Code(s): 10695020 Vendor # Vendor Status with NCSOS: Vendor is a BOCC consultant: Yes No Contract Details Contract Type: New Amendment (Original Contract: Design Services for the Development of the Greene Tract Master Plan ) (Most Recent Amendment ) Effective Date 09/06/24 End Date 03/31/26 Notice Date 07/14/24 (Notice Purpose Request for Qualifications) Award Approved by Board (Agenda Date: 09/05/24); Made or Administered by Signature Authority - BOCC Express Delegation (Agenda Date: 09/05/24 ) - Policy 9.4: Under $5,000; Service Under $90,000; Construction Under $250,000 - Budget Policy Section XV (Capital Improvement Project: ) Bidding Informal Bidding ($30k-$90k); Formal RFP ($90k+); Other (<$30k); Exception(# ) Department Affirmation This agreement is approved as to technical form and content and I as Department Director affirmatively state work on this project has not been initiated prior to execution of the agreement. This agreement is approved as to technical form and content. Services related to this agreement have already begun or been completed. Description of the nature of the emergency condition that was addressed: Department Director’s Signature ________________________________________ Date: ________ Information Technologies This agreement has been reviewed and is approved as to information technology content and specifications: Office of the Chief Information Officer___________________________________ Date: ________ Inapplicable because no hardware/software purchases or related services Risk Management This agreement is approved for sufficiency of insurance standards, specifications, and requirements: Office of the Risk Management Officer___________________________________ Date: _________ Financial Services This instrument has been pre-audited in the manner required by the Local Government Budget and Fiscal Control Act: Office of the Chief Financial Officer ____________________________________ Date: _________ Legal Services This agreement is approved as to legal form and sufficiency: Office of the County Attorney __________________________________________Date: ________ Clerk to the Board All Docusign contracts must be copied to the Clerk upon completion: occlerkdocs@orangecountync.gov The following signature block is for hard copies only and is not required for Docusign contracts: Received for record retention: Office of the Clerk to the Board __________________________________________Date:_________ Docusign Envelope ID: 20B36FB9-ED48-4722-B565-F2C2C89D6F1C 11/25/2024 12/2/2024 12/3/2024 12/3/2024 Revised 01/24 Docusign Envelope ID: 20B36FB9-ED48-4722-B565-F2C2C89D6F1C 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 2/12/2024 Sterling Seacrest Pritchard,Inc. 1001 Whitaker St Savannah GA 31401 Ann French 912-544-1900 afrench@sspins.com License#:70726 Zurich American Insurance Co 16535 THOM&HU-02 Travelers Property Casualty Insurance Co 36161Thomas&Hutton Engineering Co. 50 Park of Commerce Way Savannah GA 31405 Lloyds of London 32727 1532041902 A X 1,000,000 X 300,000 10,000 1,000,000 2,000,000 X Y Y GLO 0215307-06 3/1/2024 3/1/2025 2,000,000 EMPLOYEE BENEFITS 1,000,000 A 1,000,000 X X X Y Y BAP 0215308-06 3/1/2024 3/1/2025 Medical Payments 5,000 B X X 5,000,000YCUP-1T427240-24 3/1/2024Y 3/1/2025 5,000,000 X 10,000 A X N Y WC 0215306-06 3/1/2024 3/1/2025 1,000,000 1,000,000 1,000,000 C CYBER LIABILITY Y Y W31984230201 2/20/2024 2/20/2025 EACH CLAIM: AGGREGATE: RETENTION: 1,000,000 1,000,000 25,000 Orange County North Carolina 131 W Margaret Lane Ste 201 Hillsborough NC 27278 Docusign Envelope ID: 20B36FB9-ED48-4722-B565-F2C2C89D6F1C SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. INSURER(S) AFFORDING COVERAGE INSURER F : INSURER E : INSURER D : INSURER C : INSURER B : INSURER A : NAIC # NAME:CONTACT (A/C, No):FAX E-MAILADDRESS: PRODUCER (A/C, No, Ext):PHONE INSURED REVISION NUMBER:CERTIFICATE NUMBER:COVERAGES IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. OTHER: (Per accident) (Ea accident) $ $ N / A SUBR WVD ADDL INSD THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. $ $ $ $PROPERTY DAMAGE BODILY INJURY (Per accident) BODILY INJURY (Per person) COMBINED SINGLE LIMIT AUTOS ONLY AUTOSAUTOS ONLY NON-OWNED SCHEDULEDOWNED ANY AUTO AUTOMOBILE LIABILITY Y / N WORKERS COMPENSATION AND EMPLOYERS' LIABILITY OFFICER/MEMBER EXCLUDED? (Mandatory in NH) DESCRIPTION OF OPERATIONS below If yes, describe under ANY PROPRIETOR/PARTNER/EXECUTIVE $ $ $ E.L. DISEASE - POLICY LIMIT E.L. DISEASE - EA EMPLOYEE E.L. EACH ACCIDENT EROTH-STATUTEPER LIMITS(MM/DD/YYYY)POLICY EXP(MM/DD/YYYY)POLICY EFFPOLICY NUMBERTYPE OF INSURANCELTRINSR DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) EXCESS LIAB UMBRELLA LIAB $EACH OCCURRENCE $AGGREGATE $ OCCUR CLAIMS-MADE DED RETENTION $ $PRODUCTS - COMP/OP AGG $GENERAL AGGREGATE $PERSONAL & ADV INJURY $MED EXP (Any one person) $EACH OCCURRENCE DAMAGE TO RENTED $PREMISES (Ea occurrence) COMMERCIAL GENERAL LIABILITY CLAIMS-MADE OCCUR GEN'L AGGREGATE LIMIT APPLIES PER: POLICY PRO-JECT LOC CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY) CANCELLATION AUTHORIZED REPRESENTATIVE ACORD 25 (2016/03) © 1988-2016 ACORD CORPORATION. All rights reserved. CERTIFICATE HOLDER The ACORD name and logo are registered marks of ACORD HIRED AUTOS ONLY Willis Towers Watson Midwest, Inc. c/o 26 Century Blvd P.O. Box 305191 Nashville, TN 372305191 USA Thomas & Hutton 50 Park of Commerce Way Savannah, GA 31405 Orange County North Carolina 131 W Margaret Lane Ste 201 Hillsborough, NC 27278 09/16/2024 1-877-945-7378 1-888-467-2378 certificates@wtwco.com Lexington Insurance Company 19437 W34680266 A Professional Liability Per Claim02701506607/16/2024 07/16/2025 Aggregate 362089626434898SR ID:BATCH: $2,000,000 $1,000,000 WTW Certificate Center Page 1 of 1Docusign Envelope ID: 20B36FB9-ED48-4722-B565-F2C2C89D6F1C