HomeMy WebLinkAboutOTHER-2025-013-Award of Professional Services Agreement for County Grounds Maintenance Attachment 2
ORANGE COUNTY
NORTH CAROLINA
Orange County Government
Request for Proposal RFP# : 367 =OC 5440
Request for Proposals to Provide Landscape and Grounds
Maintenance Services at Orange County Facilities
Date of Issue : October 29 , 2024
Proposal Opening Date : November 27 , 2024
At 2 : 00 P . M . ET
Direct all inquiries concerning this RFP to :
Jovana Amaro
Purchasing Agent
Email : jamaro (dorangecountync . gov
Electronic responses ONLY will be accepted for this solicitation .
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1 . PURPOSE AND BACKGROUND
Orange County, North Carolina is releasing this Request for Proposals ( hereafter ' RFP ' ) seeking responses
from qualified landscaping and grounds maintenance firms with the staffing and expertise capable of
maintaining grounds at Orange County buildings and facilities (not including parks ) for the calendar year
2025 . The Department of Environment , Agriculture , Parks , and Recreation ( DEAPR ) will be administering
the contract(s ) .
Proposals may be submitted three different ways - for either 1 ) Hillsborough - Effland Area Locations , 2 )
Chapel Hill -Area Locations , or 3 ) both Hillsborough - Effland area and Chapel Hill area (all locations ) . A list
of the specific sites and locations to be maintained is listed in Section 5 : Scope of Services of this document ,
and in Appendix A .
Proposals shall be submitted in accordance with the terms and conditions of this RFP and any addenda
issued hereto .
2 . 0 GENERAL INFORMATION
2 . 1 REQUEST FOR PROPOSAL DOCUMENT
The RFP is comprised of the base RFP document , any attachments , and any addenda released before
Contract award . All attachments and addenda released for this RFP in advance of any Contract award are
incorporated herein by reference .
2 . 2 NOTICE TO VENDORS REGARDING RFP TERMS AND CONDITIONS
It shall be the Vendor's responsibility to read the Instructions , Orange County' s terms and conditions , all
relevant exhibits and attachments , and any other components made a part of this RFP and comply with all
requirements and specifications herein . Vendors also are responsible for obtaining and complying with all
Addenda and other changes that may be issued in connection with this RFP .
If Vendors have questions , issues , or exceptions regarding any term , condition , or other component within
this RFP , those must be submitted as questions in accordance with the instructions in Section 2 . 4
PROPOSAL QUESTIONS . If the Orange County determines that any changes will be made as a result of
the questions asked , then such decisions will be communicated in the form of an RFP addendum .
2 . 3 RFP SCHEDULE
The table below shows the intended schedule for this RFP . Orange County will make every effort to adhere
to this schedule .
Event Responsibility Date and Time
Issue RFP OC October 29 , 2024
Hold Pre- Proposal Meeting/Site Visit OC November 12 , 2024 , at 1 : 30 pm
Submit Written Questions Vendor November 13 , 2024
Provide Response to Questions OC November 20 , 2024
Submit Proposals Vendor November 27 , 2024 , at 2 : 00 pm
Contract Award OC TBD
Contract Effective Date OC TBD
2
Non - Mandatory Recommended Site Visit Conference ( Highly Recommended )
Date : 11 / 12/2024
Time : 01 : 30 PM Eastern Time
Instructions : Vendor representatives are urged to attend this site visit , which is one of many sites
included in the proposal and apprise themselves of the conditions and requirements which will affect the
performance of the work called for by this Request for Proposal . A non -mandatory (but highly
recommended) site visit is scheduled for 01 :30 PM Eastern Time at the David Price Farmers Market
Pavilion, 144 East Margaret Lane, Hillsborough, NC.
Vendor is cautioned that any information released to attendees during the site visit , other than that involving
the physical aspects of the facility referenced above , and which conflicts with , supersedes , or adds to
requirements in this Request for Proposal , must be confirmed by written addendum before it can be
considered to be a part of this proposal .
2 . 4 PROPOSAL QUESTIONS
Upon review of the RFP documents , Vendors may have questions to clarify or interpret the RFP in order to
submit the best proposal possible . To accommodate the Proposal Questions process , Vendors shall submit
any such questions by the above due date .
Written questions shall be emailed to finance- purchasing as orangecountync . gov and
iamaroAorangecountync. gov by the date and time specified above . Vendors should enter " RFP# : 367 =OC
5440 : Questions " as the subject for the email . Questions submittals should include a reference to the
applicable RFP section .
Questions received by the deadline date , Orange County' s response , and any additional terms deemed
necessary by the Orange County will be posted in the form of an addendum to Orange County website
https : //www . orangecountync . gov/Bids . aspx and shall become an Addendum to this RFP . No information ,
instruction or advice provided orally or informally by any Orange County personnel , whether made in
response to a question or otherwise in connection with this RFP , shall be considered authoritative or
binding . Vendors shall rely only on written material contained in an Addendum to this RFP .
2 . 5 PROPOSAL SUBMITTAL
IMPORTANT NOTE : This is an absolute requirement . Vendor shall bear the risk for late submission
due to unintended or unanticipated delay . Any proposal-submitted after the proposal deadline will be
rejected .
Vendors should enter "RFP#: 367= 005440: Company's name, Landscape and Grounds Maintenance
Services at Orange County Facilities " as the subject for the email . One Electronic ( PDF Format)
submittals should be less than 15MB in size and submitted by 2 : 00 p . m . EST on November 27 , 2024 .
Electronic submittals shall be emailed to Jovana Amaro , Purchasing Agent at iamaro( orangecountync . gov
copying David Stancil , DEAPR Director, at dstancilRorangecountync . gov by the date specified above .
Please note the existence of Appendix A to this RFP , which lists the locations to be covered by this proposal .
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Critical updated information may be included in Addenda to this RFP . It is important that all Vendors
proposing on this RFP periodically check the Orange County's website
https : //www . orangecountync . gov/Bids . aspx for any Addenda that may be issued prior to the bid opening
date . All Vendors shall be deemed to have read and understood all information in this RFP and all Addenda
thereto .
2 . 6 PROPOSAL CONTENTS
Vendors shall populate all attachments of this RFP that require the Vendor to provide information and
include an authorized signature where requested . Vendor RFP responses shall include the following items
and those attachments should be arranged in the following order :
a ) Cover Letter ( Identify Project Manager)
b ) A written narrative response to address the Project Organization
c) A written narrative response to address the Technical Approach
d ) Vendor Experience and Qualifications
e ) Total cost for the proposed services for H ills borough - Efland Area Locations per month and per year.
Include the cost breakdown by type of service/activity by each location .
f) Total cost for the proposed services for Chapel Hill Area Locations per month and per year. Include the
cost breakdown by type of service/activity by each location .
g ) Total cost for the proposed services for both Hillsborough - Efland and Chapel Hill Area Locations per
month and per year. Include the cost breakdown by type of service/activity by each location .
h ) Completed Appendix B : Business Informational form .
i ) Acknowledgement of receipt of any addenda .
j ) Living Wage Contractor Policy form
k ) Completed and notarized E-Verify form .
1 ) Completed and signed Orange County Non - Discrimination Certification form
m ) Completed Supplemental Vendor Information : Historically Underutilized Businesses form .
3 . 0 METHOD OF AWARD AND PROPOSAL EVALUATION PROCESS
3 . 1 METHOD OF AWARD
All qualified proposals will be evaluated , and awards will be made to the Vendor(s ) meeting the RFP
requirements and achieving the highest and best final evaluation , based on the criteria described below .
While the intent of this RFP is to award a Contract(s ) to single Vendor, Orange County reserves the right
to make separate awards to different Vendors for one or more-line items , to not award one or more- line
items or to cancel this RFP in its entirety without awarding a Contract if it is considered to be most
advantageous to the County to do so .
Orange County reserves the right to waive any minor informality or technicality in proposals received .
3 . 2 CONFIDENTIALITY AND PROHIBITED COMMUNICATIONS DURING
EVALUATION
During the evaluation period —from the date proposals are opened through the date the contract is
awarded —each Vendor submitting a proposal ( including its representatives , sub-contractors and/or
suppliers ) is prohibited from having any communications with any person inside or outside the using
agency , issuing agency , other government agency office , or body ( including the purchaser named above ,
department secretary , agency head , members of the general assembly and/or governor's office ) , or private
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entity , if the communication refers to the content of Vendor's proposal or qualifications , the contents of
another Vendor's proposal , another Vendor's qualifications or ability to perform the contract, and/or the
transmittal of any other communication of information that could be reasonably considered to have the
effect of directly or indirectly influencing the evaluation of proposals and/or the award of the contract. A
Vendor not in compliance with this provision shall be disqualified from contract award , unless it is
determined in Orange County's discretion that the communication was harmless , that it was made without
intent to influence and that the best interest of Orange County would not be served by the disqualification .
A Vendor's proposal may be disqualified if its sub-contractor and supplier engage in any of the foregoing
communications during the time that the procurement is active ( i . e . , the issuance date of the procurement
to the date of contract award ) . Only those discussions , communications or transmittals of information
authorized or initiated by the issuing agency for this RFP or general inquiries directed to the purchaser
regarding requirements of the RFP ( prior to proposal submission ) or the status of the contract award (after
submission ) are excepted from this provision .
3 . 3 PROPOSAL EVALUATION PROCESS
Orange County shall review all Vendor responses to this RFP to confirm that they meet the specifications
and requirements of the RFP .
Proposals will be received from each responsive Vendor according to the method of submission specified
in Section 2 . 5 of this RFP .
All proposals must be received by Orange County not later than the date and time specified on the cover
sheet of this RFP .
At their option , the evaluators may request oral presentations or discussions with any or all Vendors for
clarification or to amplify the materials presented in any part of the proposal . Vendors are cautioned ,
however, that the evaluators are not required to request presentations or other clarification—and often do
not. Therefore , all proposals should be complete and reflect the most favorable terms available from the
Vendor .
Proposals will generally be evaluated according to completeness , content, and experience with similar
projects , ability of the Vendor and its staff, and cost . Specific evaluation criteria are listed in 3 .4
EVALUATION CRITERIA, below.
Vendors are cautioned that this is a request for offers , not an offer or request to contract , and Orange
County reserves the unqualified right to reject any and all offers at any time if such rejection is deemed to
be in the best interest of the County .
Upon completion of the evaluation process , the County will make Award (s ) based on the evaluation criteria .
3 . 4 EVALUATION CRITERIA
All qualified proposals will be evaluated , and award made based on considering the following criteria , to
result in an award most advantageous to Orange County :
Criteria Maximum
Point Value
1 . Vendor experience as it relates to the scope of services of the RFP 25
2 . Technical approach in providing service and support , 25
3 . Project Organization 25
5
4 . Vendor has the size and capacity to perform pro ' ect 25
Total too
4 . 0 REQUIREMENTS
4 . 1 CONTRACT TERM
The Contract shall commence on the date of contract award (the " Effective Date" ) . Work shall be performed
in accordance with specific dates and the growing season as listed in this RFP with all work to be completed
by December 31 , 2025 . Up on mutual agreement between the County and the Vendor, the contract may be
extended for additional periods of one ( 1 ) year .
4 . 2 PRICING
Proposal price shall constitute the total cost to Orange County for complete performance in accordance
with the requirements and specifications herein , including all applicable charges handling , administrative
and other similar fees . Vendor shall not invoice for any amounts not specifically allowed for in this RFP .
IMPORTANT. The proposals shall provide both a total cost to perform all work, as well as a cost
breakdown by type of activity ( mowing , pruning , edging , debris removal , etc . ) for each location
shown in Appendix A.
4 . 3 INVOICES
Invoices must include an accurate description of the work for which the invoice is being submitted , the
invoice date , the period of time covered , the amount of fees due to the Vendor and the original signature
of the Vendor's project manager.
Payment will be made by the County within thirty (30 ) days of receipt of an accurate invoice , approved by
the DEAPR Department . Invoices shall be sent to :
Orange County DEAPR
PO Box 8181
1020 US 70 West
Hillsborough , NC 27278
4 . 4 VENDOR EXPERIENCE
In its Proposal , Vendor shall demonstrate experience with public and/or private sector clients with similar
or greater size and complexity to Orange County . Vendor shall provide information as to the qualifications
and experience of personnel to be assigned to this project . Vendors familiar with sustainable landscaping
principles and practices preferred .
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4. 5 REFERENCES
Vendors shall provide at least three (3 ) references for which your company has provided Services of similar
size and scope to that proposed herein . Orange County may contact these users to determine the Services
provided are substantially similar in scope to those proposed herein and Vendor's performance has been
satisfactory . The information obtained may be considered in the evaluation of the proposal .
COMPANY NAME CONTACT NAME TELEPHONE NUMBER
4. 6 PERSONNEL
Vendor shall not substitute key personnel assigned to the performance of this Contract without prior written
approval by the Contract Lead . Vendor shall notify the Contract Lead of any desired substitution , including
the name(s ) and references of Vendor's recommended substitute personnel . Orange County will approve
or disapprove the requested substitution in a timely manner. Orange County may , in its sole discretion ,
terminate the services of any person providing services under this Contract . Upon such termination ,
Orange County may request acceptable substitute personnel or terminate the contract services provided
by such personnel .
4. 7 VENDOR' S REPRESENTATIONS
a ) Vendor warrants that qualified personnel shall provide Services under this Contract in a professional
manner . " Professional manner" means that the personnel performing the Services will possess the
skill and competence consistent with the prevailing business standards in the industry . Vendor agrees
that it will not enter any agreement with a third party that may abridge any rights of Orange County
under this Contract. Vendor will retain executive representation for functional and technical expertise
as needed in order to incorporate any work by third party subcontractor(s ) .
b ) If any Services , deliverables , functions , or responsibilities not specifically described in this Contract are
required for Vendor's proper performance , provision and delivery of the service and deliverables under
this Contract, or are an inherent part of or necessary sub-task included within such service , they will be
deemed to be implied by and included within the scope of the contract to the same extent and in the
same manner as if specifically described in the contract. Unless otherwise expressly provided herein ,
Vendor will furnish all of its own necessary management, supervision , labor, facilities , furniture ,
computer and telecommunications equipment, software , supplies , and materials necessary for the
Vendor to provide and deliver the Services and Deliverables .
c) Vendor warrants that it has the financial capacity to perform and to continue perform its obligations
under the contract; that Vendor has no constructive or actual knowledge of an actual or potential legal
proceeding being brought against Vendor that could materially adversely affect performance of this
Contract; and that entering into this Contract is not prohibited by any contract , or order by any court of
competent jurisdiction .
d ) A sample of the Services Contract — RFP/RFQ that will be executed with the selected vendor is
included .
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4 . 8 SUBCONTRACTING
The vendor shall perform the duties described in the RFP . Subcontracting any part of the entire
contract is not permitted .
5 . 0 SCOPE OF SERVICES
The contractor shall perform regular maintenance and upkeep of County lawns , grounds , and landscaped
areas at the locations identified in Appendix A , as also shown below:
Category 1 — Hillsborough /Efland Area Locations
• Main County Campus — several adjacent and proximate locations in downtown Hillsborough . See
Appendix A for sub listing .
• Orange County West Campus — West Margaret Lane
• Orange County North Campus — 1020 US 70 West
• Whitted Center/Central Recreation Center — 300/302 West Tryon Street
• Emergency Services Center — 510 Meadowlands Drive
• Piedmont Food and Agricultural Processing Center — 500 Valley Forge Road
• Passmore Senior Center — 103 Meadowlands Drive
• Asset Management Center — 306 Revere Road
• Motor Pool Complex — 600 NC 86 North
• EMS Substation — 209 Mt . Willing Rd
• EMS Station — 3800 US 70 West, Efland
Category 2 — Chapel Hill Area Locations
• Southern Human Services Center / Seymour Senior Center — 2501 /2551 Homestead Road
• Animal Services Center — 1601 Eubanks Road
• Rogers Road Community Center — 101 Edgar Street
Maps of the above locations may be found in Appendix A .
This regular maintenance and upkeep will include :
1) Routine Maintenance - For all properties , services would include mowing , trimming and edging ,
blowing , debris and trash collection , clipping cleanup and routine bed maintenance . These tasks
are to be performed during the growing seasons . Regular maintenance will also include leaf
blowing and or removal where necessary during fall . Note: Per Orange County policy vendor
agrees to prohibit the use of the herbicide "Roundup " on County property.
2 ) Regular/Periodic Maintenance — Pruning of trees and shrubbery , shrub trimming ,
weeding/landscaping as needed ; mulching as needed and agreed to as part of the site visit and
conference .
3 ) Winter Service — periodical visits from mid - November through mid - February to check for litter,
debris , fallen or broken limbs and other hazards .
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5 . 1 TASKS/DELIVERABLES
Please see Appendix A for locations and addresses to be maintained .
This list includes 11 locations in the general Hillsborough area with varying degrees of size and landscaped
areas , from the main County campus in downtown Hillsborough to small buildings and sites in and around
Hillsborough and the nearby village of Efland .
The list also includes three locations in the Chapel Hill area , which range from a large Southern Human
Services center campus on Homestead Road to a small community center .
A plan for the services described above in Section 5 . 0 at each location should be part of the proposal .
Additional Information .
1 ) Orange County has a living wage ordinance that applies to its contractors . The living wage as of
July 2024 is $ 17 . 65 per hour.
2 ) Orange County's Strategic Plan and ordinances encourage the use of sustainable landscaping and
the use of native vegetation . The successful vendor should adhere to and show proof of sustainable
landscaping principles in its proposal . If the contractor notes areas of invasive species on properties
being maintained , they should contact the County liaison and a procedure for removal will be
identified .
3 ) Upon selection , the contractor will meet with County staff (via the designated liaison ) and walk the
sites to be maintained and confirm the exact level of service to be performed .
4 ) On occasion , it is anticipated that the contractor and . /or County may identify special projects , or a
short-term or long-term plan (such as a Grounds Improvement Strategy) based on observation or
aesthetic opportunity to address situations or matters that need attention . In these cases , either
contractor or County will communicate the potential to the other, and the parties will discuss
whether to pursue such issues as an additional project .
5 . 2 PROJECT ORGANIZATION
Vendor shall describe the organizational and operational structure it proposes to utilize for the work
described in this RFP and identify the responsibilities to be assigned to each person or internal group
Vendor proposes to staff the work .
5 . 3 TECHNICAL APPROACH
Vendor's proposal shall include , in narrative , outline , and/or graph form the Vendor's approach to
accomplishing the Scope of Services of this RFP . A description of each task and the schedule for
accomplishing each shall be included .
5 . 4 INSURANCE REQUIREMENTS
The Provider shall obtain , at its sole expense , Commercial General Liability Insurance , Automobile
Insurance , Workers ' Compensation Insurance , and any additional insurance as may be required by
County' s Risk Manager as such insurance requirements are described in the Orange County Risk Transfer
Policy and Orange County Minimum Insurance Coverage Requirements
https ://www .orangecountync . gov/DocumentCenterNiew/1866/Minimum Insurance-
CoverageReguirements- PDF Provider shall not commence work until such insurance is in effect and
certification thereof has been received by the County' s Risk Manager .
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5 . 5 NORTH CAROLINA PUBLIC RECORDS
All proposals received by Orange County shall be considered public information subject to lawful disclosure
under North Carolina Public Records Law . Any proposal material deemed by the vendor to constitute either
proprietary or trade secret material shall be designated as such , and each page or section of a page
containing such material shall be marked by the vendor . In addition , it shall be the sole responsibility of the
vendor to demonstrate to a court of competent jurisdiction that their designation is proper .
5 . 6 BUSINESS REGISTRATION
The firm selected under this RFP will be required to have an active business registration with the North
Carolina Secretary of State .
6 . 0 CONTRACT ADMINISTRATION
6 . 1 PROJECT MANAGER AND CUSTOMER SERVICE
The Vendor shall designate and make available to Orange County a project manager. The project manager
shall be the County's point of contact for contract related issues and issues concerning performance .
6 . 2 INSPECTION AND REVIEW PERFORMANCE
The Vendor shall accompany a representative of the County on special inspections of the work during
business hours of the County . The County reserves the right to make determinations as to whether service
is being performed satisfactorily . The Vendor will meet with the County representatives for a conference
and tour to evaluate the performance of the contract as needed .
LIVING WAGE & E =VERIFY
Living Wage
Orange County is committed to providing its employees with a living wage and encourages agencies it
funds to pursue the same goal . A copy of Orange County's Living Wage Contractor Policy is included at
the end of this RFP .
E =Verify
HB789 imposes E4erify requirements on contractors who enter into certain contracts with state agencies
and local governments . The legislation specifically prohibits governmental units from entering into certain
contracts " unless the contractor and the contractor's subcontractors comply with the requirements of Article
2 of Chapter 65 of the General Statues . " (Article 2 of Chapter 65 establishes North Carolina 's E4erify
requirements for private employers . ) It is important to note that the verification requirement applies to
subcontractors as well as contractors . The new laws specifically prohibit governmental units from entering
into contracts with contractors who have not (or their subcontractors have not) complied with E4erify .
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Appendix A
Locations for Grounds Maintenance and Landscaping Services
Request for Proposals
Category 1 — Hillsborough - Efland Area Locations
Building Name Address
Main County Campus :
Orange County 106 East Margaret Lane ,
Courthouse and Hillsborough
Justice Facilities
Grounds .
Old Courthouse 104 E King St
Court Street/ Old 125 Court St
Jail / Annex
District Attorney 144 E Margaret Ln
office
Old Purchasing 129 East King St
Visitors Center 150 E King St
Link Center 200 S Cameron St
Board of Elections 208 S Cameron St
River Park ( Please see map . Note :
stormwater features and
special stream restoration
area resent
West Campus . 137 West Margaret Lane
Orange County
Library
Eno River Parking Nash and Kollock St
Deck
West Campus 131 W Margaret Lane
Office Building
North Campus
Bonnie B . Davis 1020 US -70 W
EAC
Parks Operations 1100 US -70 W
Base
Detention Center 1200 US -70 W
Whitted Center and 300/302 West Tryon Street
Central Recreation Center
Emergency Services 510 Meadowlands Dr
Piedmont Food and 500 Valley Forge Road
Agriculture Processing
Passmore Senior Center 103 Meadowlands Drive
Asset Management 306 Revere Road
Building
Motor Pool Complex 600 NC-86
EMS Substation 209 Mt Willing Rd
EMS Station 3800 US Hwy 70
Category 2 — Chapel Hill Area Locations
Building Name Location
Southern Human Services 2501 /2551 /2501
Center / Seymour Senior Homestead Road , Chapel
Center / County Veterans Hill
Memorial and Pond
Animal Services Center 1601 Eubanks Road ,
Chapel Hill
Rogers Road Community 101 Edgar Street
Center
Proposals may include Category 1 , Category 2 , or both groups .
GIS Aerial Images ( areas outlined in red /orange are sites )
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Appendix B
Business Informational Form
All interested vendors submitting a bid for RFP# : 367- 005440 : Landscape and Grounds
Maintenance Services at Orange County Facilities will be required to submit the Business
Informational Form with their bid . The form should be completed by an individual who has the
authority to enter the business into contract .
OWNER AND BUSINESS INFORMATION
Owner ' s Name :
Legal Business or Trade Name :
Business Address :
Business Phone :
Email Address :
License Number:
Federal I . D . No .
We have been in Business for years .
We have years ' experience performing this work as required ?
Do you have the available personnel to perform this work as required ? YES or NO
Provide the name of the Project Manager from your company who will be working with the
DEAPR representative should your company be selected .
SUBMIT WITH PROPOSAL
ADDENDUM ACKNOWLEDGEMENT FORM
Consultants must acknowledge receipt of addendums posted by Orange County before the
RFP/ RFQ deadline . Please initial for Addendums received .
Addendum No 1
Addendum No 2
Addendum No 3
SUBMIT WITH PROPOSAL
Section I: General Government and Administration
Policy 10 . 0 : Living Wage Contractor Policy
Reviewed by: County Attorney/County Manager
Approved by: County Manager
Original Effective Date : April 21 , 2016
Revisions : August 1 , 2016
Policy Statement
It is the policy of Orange County to ensure its employees, and all individuals who provide services for Orange
County, are paid a living wage .
Purpose
To encourage all vendors and contractors to pay a living wage to all employees who perform work pursuant to a
contract with Orange County.
Annlicability
Applies to all Orange County contracts and purchases .
Policy
10 . 1 Living Wage
10 . 1 . 1 Orange County is committed to providing its employees with a living wage and encourages all
contractors and vendors doing business with Orange County to pursue the same goal. Orange County ' s
living wage is as reflected in the adopted Orange County Budget and as that budget document is
amended from time to time. To the extent possible, Orange County recommends that contractors and
vendors seeking to do business with Orange County provide a living wage to their employees .
10 . 1 .2 Prior to final execution of a contract with Orange County all contractors and vendors seeking to
do business with Orange County shall submit to the County' s representative a statement indicating
whether those employees who will perform work on the Orange County contract are paid at least the
living wage amount set out above . If such employees do not make at least the living wage amount set
out above the contractor or vendor shall indicate in the statement, the actual amount paid to such
employees . For bid projects this statement should be submitted as part of the bid packet.
This policy may be reviewed annually and updated as needed by the Manager' s Office
Acknowledged Receipt by :
Company Name :
Date :
SUBMIT WITH PROPOSAL
STATE OF NORTH CAROLINA
AFFIDAVIT
ORANGE COUNTY
* * * * * * * * * * * * * * * * * * * * * * * * * *
I , (the individual attesting below) , being duly authorized by and on behalf of
(the entity bidding on project hereinafter " Employer" ) after first being duly
sworn hereby swears or affirms as follows :
1 . Employer understands that E-Verify is the federal E -Verify program operated by the United States
Department of Homeland Security and other federal agencies, or any successor or equivalent program used to verify
the work authorization of newly hired employees pursuant to federal law in accordance with NCGS § 64-25 ( 5 ) .
2 . Employer understands that Employers Must Use E -Verify . Each employer, after hiring an employee to work
in the United States, shall verify the work authorization of the employee through E-Verify in accordance with
NCGS § 64- 26 ( a ) .
3 . Employer is a person , business entity, or other organization that transacts business in this State and that
employs 25 or more employees in this State . ( mark Yes or No )
a . YES or
b . NO
4 . Employer' s subcontractors comply with E-Verify, and if Employer is the winning bidder on this project
Employer will ensure compliance with E -Verify by any subcontractors subsequently hired by Employer .
This day of 120
Signature of Affiant
Print or Type Name :
State of North Carolina , County
711
Signed and sworn to ( or affirmed ) before me, this the o
day of , 20_ .
z
0
My Commission Expires : v
v'
0
Notary Public °1
SUBMIT WITH PROPOSAL
ORANGE COUNTY NONDISCRIMINATION CERTIFICATION
The undersigned bidder or proposer hereby certifies and agrees that the following
information is correct :
1 . In preparing its enclosed bid or proposal , the undersigned bidder or proposer has
considered all bids and proposals submitted from qualified , potential subcontractors and
suppliers , and has not engaged in discrimination as defined in Section 12 -52 of the
Orange County Non -discrimination Ordinance .
2 . Without limiting any other remedies that Orange County may have for a false
certification , it is understood and agreed that , if this certification is false , such false
certification will constitute grounds for Orange County to reject the bid or proposal
submitted with this certification , and terminate any contract awarded based on such bid
or proposal . It shall also subject the bidder or proposer to disqualification from
participating in county contracts or bid processes for up to two years .
3 . As a condition of contracting with Orange County , the undersigned bidder or
proposer agrees to promptly provide to Orange County all information and
documentation that may be requested by Orange County from time to time regarding
the solicitation and selection of suppliers and subcontractors in connection with this
solicitation process . Failure to maintain or failure to provide such information constitutes
grounds for Orange County to reject the bid or proposal and to terminate , without
penalty to Orange County , any contract awarded on such bid or proposal . All such
information and documentation shall be maintained for a period of three years after the
expiration of the contract .
4 . As part of its bid or proposal , the undersigned bidder or proposer shall provide to
Orange County a list of all instances within the past ten years where a complaint was
filed or pending against bidder or proposer in a legal or administrative proceeding
alleging that bidder or proposer discriminated against its subcontractors , vendors ,
suppliers , or commercial customers , and a description of the status or resolution of that
complaint , including any remedial action taken .
5 . As a condition of submitting a bid or proposal to Orange County the undersigned
bidder or proposer agrees to comply with the Orange County Non -discrimination
Ordinance . Falsification of this certification shall constitute a violation of the Orange
County Non - Discrimination Ordinance and shall be grounds for rejection of the bid or
proposal or termination of an existing contract , without fault or further obligation to
Orange County.
6 . As a condition of submitting a bid or proposal to Orange County the undersigned
bidder or proposer agrees that Orange County may consider the information submitted
as part of this certification in its determination of the responsibility of the undersigned
bidder or proposer . The undersigned bidder or proposer, as the case may be , waives
the right to challenge the rejection of a bid or proposal when such rejection is based , in
its entirety, on information submitted as part of this certification .
The bidder or proposer certifies the undersigned has full authority to sign on its behalf.
By :
Printed Name and Title
On behalf of
Company or Corporate name
SUBMIT WITH PROPOSAL
Supplemental Vendor Information : HISTORICALLY UNDERUTILIZED BUSINESSES
Company Name : Date .
Historically Underutilized Businesses ( HUBs ) consist of minority , women and disabled business firms that
are at least fifty-one percent owned and operated by an individual (s ) of the categories . Also included in this
category are disabled business enterprises and non - profit work centers for the blind and severely disabled .
Pursuant to G . S . 143B= 1361 (a ) , 14348 and 143- 128 . 4 , the County invites and encourages participation in
this procurement process by businesses owned by minorities , women , disabled , disabled business
enterprises and non -profit work centers for the blind and severely disabled . This includes utilizing
subcontractors to perform the required functions in this RFP/RFQ . Any questions concerning NC HUB
certification , contact the North Carolina Office of Historically Underutilized Businesses at (919 ) 807-
2330 . The Vendor shall respond to question # 1 and #2 below .
1 ) Is Vendor a Historically Underutilized Business ? ❑ Yes ❑ No
2 ) Is Vendor Certified with North Carolina as a Historically Underutilized Business ? ❑ Yes ❑ No
If so , state HUB classification :
SAMPLE - DO NOT FILL OUT
[Departmental Use Only]
TITLE
FY
NORTH CAROLINA
SERVICES AGREEMENT RFP/RFQ
ORANGE COUNTY
This Services Agreement (hereinafter "Agreement") , made and entered into this day
of 20 , ("Effective Date") by and between Orange County, North Carolina a
political subdivision of the State of North Carolina (hereinafter, the " County " ) and ,
(hereinafter, the " Provider" ) .
WITNESSETH .
That the County and Provider, for the consideration herein named , do hereby agree as
follows :
1 . Services
a. Scope of Work .
i) This Services Agreement ("Agreement") is for services to be rendered by
Provider to County with respect to (insert type of project) :
ii) By executing this Agreement, the Provider represents and agrees that Provider is
qualified to perform and fully capable of performing and providing the services
required or necessary under this Agreement in a fully competent, professional and
timely manner.
iii) Time is of the essence with respect to this Agreement.
iv) The services to be performed under this Agreement consist of Basic Services , as
described and designated in Section 3 hereof. Compensation to the Provider for
Basic Services under this Agreement shall be as set forth herein.
2 . Responsibilities of the Provider
a. Services to be provided . The Provider shall provide the County with all services
required in Section 3 to satisfactorily complete the Project within the time limitations set
forth herein and in accordance with the highest professional standards .
b . Standard of Care .
i) The Provider shall exercise reasonable care and diligence in performing services
under this Agreement in accordance with the highest generally accepted standards
of this type of Provider practice throughout the United States and in accordance
with applicable federal , state and local laws and regulations applicable to the
performance of these services . Provider is solely responsible for the professional
Revised 01 / 24 1
quality, accuracy and timely completion and submission of all work related to the
Basic Services .
ii) Provider shall be responsible for all errors or omissions of its agents , contractors ,
employees , or assigns in the performance of the Agreement. Provider shall
correct any and all errors , omissions , discrepancies , ambiguities , mistakes or
conflicts at no additional cost to the County.
iii) The Provider shall not, except as otherwise provided for in this Agreement,
subcontract the performance of any work under this Agreement without prior
written permission of the County . No permission for subcontracting shall create,
between the County and the subcontractor, any contract or any other relationship .
iv) Provider is an independent contractor of County . Any and all employees of the
Provider engaged by the Provider in the performance of any work or services
required of the Provider under this Agreement, shall be considered employees or
agents of the Provider only and not of the County, and any and all claims that may
or might arise under any workers compensation or other law or contract on behalf
of said employees while so engaged shall be the sole obligation and responsibility
of the Provider .
v) If activities related to the performance of this Agreement require specific licenses ,
certifications , or related credentials Provider represents that it or its employees ,
agents and subcontractors engaged in such activities possess such licenses ,
certifications , or credentials and that such licenses certifications , or credentials are
current, active, and not in a state of suspension or revocation.
vi) Should this Agreement involve project designs , the construction or creation of
which is to be bid out or fulfilled by other contractors , and bidding or negotiation
with contractors produce prices which, when added to the other elements of the
approved total project cost, produce a cost that is in excess of the approved total
project cost, the Provider shall participate with the County in negotiation and
design adjustments to the extent such are necessary to obtain prices within the
approved total project cost . All activity of the Provider with respect to these
matters shall constitute Basic Services and shall be performed by the Provider
without additional compensation. If negotiation and design adjustments fail to
bring costs within the total project cost the County may reject all bids and
Provider will redesign or reduce portions of the project in an effort to reduce the
bid prices to within the total project cost and rebid the project . One such redesign
is included within Basic Services . If this second letting for bids does not produce
bids that are within the approved total project cost initially or after negotiations
with the contractor the cost is not reduced to an amount within the total project
cost, the Provider is not obligated to engage in further redesign .
3 . Basic Services
a . Basic Services .
Revised 01 / 24 2
i) The Provider shall perform as Basic Services the work and services described
herein and as specified in the County ' s Request for Proposals or Request for
Qualifications (the "RFP") "RFP Number for " " issued ,
20 , and the Provider ' s proposal , which are fully incorporated and integrated
herein by reference together with Attachments (designate all attachments) .
In the event a term or condition in any referenced document or attachment
conflicts with a term or condition of this Agreement the term or condition in this
Agreement shall control . Should such conflict arise the priority of documents
shall be as follows : This Agreement, the County ' s RFP together with
attachments , Provider ' s Proposal together with attachments .
ii) The Basic Services will be performed by the Provider in accordance with the
following schedule : (Insert milestones task list, dates and fees . If milestones
are not established mark N/A under Milestone Task 1 . )
Milestone Task Milestone Date Milestone Fee
1 .
2 .
3 .
4 .
5 .
6 .
7 .
8 .
9 .
10 .
iii) Should County reasonably determine that Provider has not met the Milestone
Dates established in Section 3 (a) (ii) , County shall notify Provider of the failure to
meet the Milestone Date . The County, at its discretion may provide the Provider
seven (7) days to cure the breach . County may withhold the accompanying
payment without penalty until such time as Provider cures the breach . In the
alternative , upon Provider ' s failure to meet any Milestone Date the County may
modify the Milestone Date schedule . Should Provider or its representatives fail to
cure the breach within seven (7) days , or fail to reasonably agree to such modified
schedule, County may immediately terminate this Agreement in writing , without
penalty or incurring further obligation to Provider. This section shall not be
interpreted to limit the definition of breach to the failure to meet Milestone Dates .
4 . Duration of Services
a . Term . The term of this Agreement shall be from to
b . Scheduling of Services
i) The Provider shall schedule and perform its activities in a timely manner so as to
meet the Milestone Dates listed in Section 3 .
Revised 01 / 24 3
11) Should the County determine that the Provider is behind schedule, it may require
the Provider to expedite and accelerate its efforts , including providing additional
resources and working overtime, as necessary, to perform its services in
accordance with the approved project schedule at no additional cost to the
County.
iii) The Commencement Date for the Provider' s Basic Services shall be
5. Compensation
a. Compensation for Basic Services . Compensation for Basic Services shall include all
compensation due the Provider from the County for all services satisfactorily (as
determined by the County) performed pursuant to this Agreement. The maximum
amount payable for Basic Services is Dollars ($ ) . In the event the amount
stated on an invoice is disputed by the County, the County may withhold payment of all
or a portion of the amount stated on an invoice until the parties resolve the dispute.
Payment for Basic Services shall become due and payable in direct proportion to
satisfactory services performed and work accomplished. Payments will be made as
Project milestones as set out in Section 3 (a) (ii) are achieved up to the corresponding
milestone fee. (For example, Provider may invoice for the amount listed as the
milestone fee corresponding to the first milestone task upon County 's acknowledgement
of the satisfactory completion of Task one. Upon the County 's acknowledgement that
the second Task has been satisfactorily completed Provider may invoice for that
corresponding milestone fee .) Milestone fees shall be the maximum amount payable for
its corresponding milestone task which shall not be altered except by written
amendment.
b . Additional Services . County shall not be responsible for costs related to any services in
addition to the Basic Services performed by Provider unless County requests such
additional services in writing and such additional services are evidenced by a written
amendment to this Agreement.
6. Responsibilities of the County
a . Cooperation and Coordination . The County has designated ( ) to act as the
County' s representative with respect to the Project who shall have the authority to render
decisions within guidelines established by the County Manager or the County Board of
Commissioners and who shall be available during working hours as often as may be
reasonably required to render decisions and to furnish information .
7. Insurance
a. General Requirements . Provider shall obtain, at its sole expense, Commercial General
Liability Insurance, Automobile Insurance, Workers ' Compensation Insurance, and any
additional insurance as may be required by County ' s Risk Manager as such insurance
requirements are described in the Orange County Risk Transfer Policy and Orange
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
Revised 01 / 24 4
County ' s Risk Manager determines additional insurance coverage is required such
additional insurance shall consist of (if no additional insurance required mark
N/A as being not applicable) . Provider shall not commence work until such insurance is
I
n effect and certification thereof has been received by the County' s Risk Manager.
8 . Indemnity
a . Indemnity . To the extent authorized by North Carolina law the Provider agrees , without
limitation, to defend, indemnify and hold harmless the County from all loss, liability,
claims or expense , including attorney' s fees , arising out of or related to the Project and
arising from property damage or bodily injury including death to any person or persons
caused in whole or in part by the negligence or misconduct of the Provider except to the
extent same are caused by the negligence or willful misconduct of the County. It is the
intent of this provision to require the Provider to indemnify the County to the fullest
extent permitted under North Carolina law.
9 . Amendments to the Agreement
a. Changes in Basic Services . Changes in the Basic Services and entitlement to additional
compensation or a change in duration of this Agreement shall be made by a written
Amendment to this Agreement executed by the County and the Provider. The Provider
shall proceed to perform the Services required by the Amendment only after receiving a
fully executed Amendment from the County .
10 . Termination
a . Termination for Convenience of the County . This Agreement may be terminated without
cause by the County and for its convenience upon seven (7) days prior written notice to
the Provider.
b . Other Termination . The Provider may terminate this Agreement based upon the County' s
material breach of this Agreement; provided, the County has not taken all reasonable
actions to remedy the breach . The Provider shall give the County seven (7) days' prior
written notice of its intent to terminate this Agreement for cause . Either party may
terminate this Agreement upon notice to the other party that obligations pursuant to this
Agreement are made impractical due to declarations of emergency by Orange County or
by North Carolina due to events directly impacting Orange County . Both parties shall
remain responsible for all payment and performance due up to the receipt of such notice ,
but shall have no further obligation or responsibility beyond that date provided the
terminating party has taken all reasonable steps to complete the performance of its
obligations .
C . Compensation After Termination .
i) In the event of termination , the Provider shall be paid that portion of the fees and
expenses that it has earned to the date of termination, less any costs or expenses
incurred or anticipated to be incurred by the County due to errors or omissions of
the Provider. Upon request of the County, the Provider shall submit to County all
Revised 01 / 24 5
relevant documentation, including but not limited to , job cost records , to support
its claims for final compensation.
ii) Should this Agreement be terminated, the Provider shall deliver to the County
within seven (7) days, at no additional cost, all deliverables including any
electronic data or files relating to the Project.
d. Waiver. The payment of any sums by the County under this Agreement or the failure of
the County to require compliance by the Provider with any provisions of this Agreement
or the waiver by the County of any breach of this Agreement shall not constitute a
waiver of any claim for damages by the County for any breach of this Agreement or a
waiver of any other required compliance with this Agreement.
e. Suspension. County may suspend the Basic Services and this Agreement at any time for
County ' s convenience and without penalty to County upon three (3 ) days ' notice to
Provider. Upon any suspension by County, Provider shall discontinue the Basic
Services and shall not resume the Basic Services until notified to proceed by County .
11 . Additional Provisions
a. Limitation and Assignment. The County and the Provider each bind themselves, their
successors, assigns and legal representatives to the terms of this Agreement. Neither the
County nor the Provider shall assign or transfer its interest in this Agreement without the
written consent of the other.
b . Governing Law. This Agreement and the duties, responsibilities , obligations and rights
of respective parties hereunder shall be governed by the laws of the State of North
Carolina.
c . Compliance with Laws . Provider shall at all times remain in compliance with all
applicable local, state, and federal laws, rules, and regulations including but not limited
to all state and federal anti-discrimination laws, policies , rules, and regulations and the
Orange County Non-Discrimination Policy and Orange County Living Wage Policy
(each Orange County policy is incorporated herein by reference and may be viewed at
http ://www. orangecounl3Mc. 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 Provider affirms that Provider and any
subcontractors of Provider are and shall remain in compliance with Article 2 of Chapter
64 of the North Carolina General Statutes . By executing this Agreement Provider
certifies that Provider has not been identified, and has not utilized the services of any
agent or subcontractor. identified, on the list created by the State Treasurer pursuant to
G. S . 147- 86 . 58 . By executing this Agreement Provider certifies that Provider has not
been identified, and has not utilized the services of any agent or subcontractor identified,
on the list created by the State Treasurer pursuant to G . S . 147 - 86 . 81 .
d. Dispute Resolution. Any and all suits or actions to enforce, interpret or seek damages
with respect to any provision of, or the performance or non-performance of, this
Revised 01 / 24 6
Agreement shall be brought in the General Court of Justice of North Carolina sitting in
Orange County, North Carolina . It is agreed by the parties that no other court shall have
jurisdiction or venue with respect to such suits or actions . Binding arbitration may not
be initiated by either Party, however, the Parties may agree to nonbinding mediation of
any dispute prior to the bringing of a suit or action .
e . Entire Agreement, This Agreement, together with the RFP and its attachments and the
Proposal and its attachments, represents the entire and integrated agreement between the
County and the Provider and supersedes all prior negotiations , representations or
agreements , either written or oral . This Agreement may be amended only by written
instrument signed by both parties . Modifications may be evidenced by facsimile
signatures .
f. Severability. If any provision of this Agreement is held as a matter of law to be
unenforceable, the remainder of this Agreement shall be valid and binding upon the
Parties .
g . Ownership of Work Product . Should Provider ' s performance of this Agreement generate
documents , items or things that are specific to this Project such documents , items or
things shall become the property of the County and may be used on any other project
without additional compensation to the Provider . The use of the documents , items or
things by the County or by any person or entity for any purpose other than the Project as
set forth in this Agreement shall be at the full risk of the County.
h . Non-Appropriation and Government Action . Provider acknowledges that County is a
governmental entity , and the validity of this Agreement is based upon the availability of
public funding under the authority of its statutory mandate .
In the event that public funds are unavailable or not appropriated for the performance of
County ' s obligations under this Agreement, then this Agreement shall automatically
expire without penalty to County immediately upon written notice to Provider of the
unavailability or non-appropriation of public funds . It is expressly agreed that County
shall not activate this non-appropriation provision for its convenience or to circumvent
the requirements of this Agreement.
In the event of a change in the County ' s statutory authority, mandate or mandated
functions , by state or federal legislative or regulatory action , which adversely affects
County ' s authority to continue its obligations under this Agreement, then this Agreement
shall automatically terminate without penalty to County upon written notice to Provider
of such limitation or change in County ' s legal authority.
i . Signatures . This Agreement together with any amendments or modifications may be
executed electronically . All electronic signatures affixed hereto evidence the consent of
the Parties to utilize electronic signatures and the intent of the Parties to comply with
Article 1 I and Article 40 of North Carolina General Statute Chapter 66 .
j . Notices . Any notice required by this Agreement shall be in writing and delivered by
certified or registered mail, return receipt requested to the following :
Revised 01 / 24 7
Orange County Provider ' s Name & Address
Attention :
P . O . Box 8181
Hillsborough , NC 27278
IN WITNESS WHEREOF, the Parties, by and through their authorized agents , have hereunder
set their hands and seal , all as of the day and year first above written.
ORANGE COUNTY : PROVIDER:
By : By :
Printed Name and Title
Revised 01 / 24 8
ORANGE COUNTY-INTERNAL USE ONLY
Finance Information
Vendor Name : Vendor Contact Person : Phone : Address : Ciry . State :
Zip : Department: Amount : Purpose : Budget Code(s) : Vendor #
Vendor Status with NCSOS : Vendor is a BOCC consultant: ❑Yes ❑ No
Contract Details
Contract Type : ❑ New ❑ Amendment (Original Contract: ) (Most Recent Amendment )
Effective Date End Date Notice Date (Notice Purpose )
Award
❑ Approved by Board (Agenda Date : ) ; ❑ Made or Administered by
Signature Authority
❑ BOCC Express Delegation (Agenda Date : )
Policy 9 .4 : ❑Under $5 ,000 ; ❑ Service Under $ 90, 000 ; ❑ Construction Under $ 250,000
❑ Budget Policy Section XV (Capital Improvement Project: )
Bidding
❑ Informal Bidding ($ 30k490k) ; ❑ 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%softivare 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:
Revised 01 / 24 9