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HomeMy WebLinkAbout2025-280-E-Tax Dept-Analytical Consultants-Appraisal Assistance for 2025 RevaluationRevised 01/24 NORTH CAROLINA CONTRACT AMENDMENT ORANGE COUNTY THIS CONTRACT AMENDMENT (“Amendment”) is made and entered into this 12th day of May 2025 by and between ORANGE COUNTY (hereinafter referred to as “County”) and Analytical Consultants Inc. having offices at 125 Kingston Drive, Suite 206, Chapel Hill, NC 27514 (hereinafter referred to as “Provider”). WITNESSETH: THAT WHEREAS, the County and Provider entered into a contract dated September 13, 2023, (hereinafter the “Original Agreement”), for the provision of services for Commercial Appraisals for the 2025 Orange County Revaluation and Defend its values before the Orange County Board of Equalization and Review as well as the Property Tax Commission and courts, as needed, as related to its appraisal work and values for the 2025 revaluation. This would include taxable years up until the 2029 revaluation; 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 December 31, 2028. 2. Article 5, Section a, is amended to reflect a maximum payable not-to-exceed amount of $30,000. 3. 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 Paul Snow, President County Manager, Orange County Analytical Consultants, Inc. Docusign Envelope ID: 19E4A2D0-476C-40D9-95AE-FC39E183B0A9 Revised 01/24 ORANGE COUNTY—INTERNAL USE ONLY ______________________________________________________________________________ Finance Information Vendor Name: Analytical Consultants, Inc. Vendor Contact Person: Paul Snow Phone: (919) 929-9539 Address: 125 Kingston Drive, Suite 206 City Chapel Hill State: NC Zip: 27514 Department: Tax Administration Amount: $30,000 Purpose: Appraisal Assistance for 2025 Revaluation Budget Code(s): 10330120-630000 Vendor # 41103 Vendor Status with NCSOS: N/A Vendor is a BOCC consultant: Yes No Contract Details Contract Type: New Amendment (Original Contract: 9/13/2023) (Most Recent Amendment N/A) Effective Date 11/2/2024 End Date 12/31/2028 Notice Date N/A (Notice Purpose N/A) 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 ($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: Analytical Consultants, Inc. was already under contract with Orange County for commercial appraisal services related to the 2025 Revaluation. However, the contract end date entered by our Business Officer did not reflect the full period during which appeals of those values would be heard. Although the contractor’s scope of services included the obligation to “Defend its values,” the contract end date of November 1, 2024, technically excluded services beginning with the informal appeal period which commenced on March 21, 2025. The contractor has continued providing necessary defense support in accordance with the original intent and scope of the agreement. This amendment corrects the administrative oversight and allows the County to authorize payment for those services. 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: ________ Docusign Envelope ID: 19E4A2D0-476C-40D9-95AE-FC39E183B0A9 5/12/2025 6/3/2025 6/3/2025 6/9/2025 1001486 2005 155279 205 01-19-2023 INSR LTR TYPE OF INSURANCE ADD INSD SUB WVD POLICY NUMBER POLICY EFF (MM/DD/YYYY)POLICY EXP (MM/DD/YYYY)LIMITS A COMMERCIAL GENERAL LIABILITY CLAIMS-MADE OCCUR GEN'L AGGREGATE LIMIT APPLIES PER: POLICY PRO- JECT LOC OTHER: N N 93-AP-H378-4 10/01/2024 10/01/2025 EACH OCCURRENCE 3,000,000$ DAMAGE TO RENTED PREMISES (Ea occurrence)300,000$ MED EXP (Any one person)10,000$ PERSONAL & ADV INJURY 3,000,000$ GENERAL AGGREGATE 6,000,000$ PRODUCTS - COMP/OP AGG 6,000,000$ $ B AUTOMOBILE LIABILITY ANY AUTO OWNED AUTOS ONLY SCHEDULED AUTOSHIRED AUTOS ONLY NON-OWNED AUTOS ONLY N N 156 3777-C08-33D 03/08/2025 09/08/2025 COMBINED SINGLE LIMIT (Ea accident)$ BODILY INJURY (Per person)1,000,000$ BODILY INJURY (Per accident)1,000,000$ PROPERTY DAMAGE (Per accident)1,000,000$ $ A UMBRELLA LIAB OCCUR EXCESS LIAB CLAIMS-MADE DED RETENTION 10,000$ N/A 93-CX-N223-5 10/11/2024 10/11/2025 EACH OCCURRENCE 2,000,000$ AGGREGATE 2,000,000$ $ A WORKERS COMPENSATION AND EMPLOYERS' LIABILITY ANY PROPRIETOR/PARTNER/EXECUTIVE OFFICER/MEMBER EXCLUDED? (Mandatory in NH) If yes, describe under DESCRIPTION OF OPERATIONS below N Y / N N / A N 93-LU-2578-8 10/01/2024 10/01/2025 PER STATUTE OTH- ER $ E.L. EACH ACCIDENT 1,000,000$ E.L. DISEASE - EA EMPLOYEE 1,000,000$ E.L. DISEASE - POLICY LIMIT 1,000,000$ SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. CANCELLATION AUTHORIZED REPRESENTATIVE 05/12/2025This form was system-generated on . E-MAIL ADDRESS:kevin.cooke.e3t6@statefarm.com CONTACT NAME:Kevin Cooke PHONE (A/C, No, Ext):919-918-4478 FAX (A/C, No): INSURER(S) AFFORDING COVERAGE NAIC # INSURER A :State Farm Fire and Casualty Company 25143 INSURER B :State Farm Mutual Automobile Insurance Company 25178 INSURER C : INSURER D : INSURER E : INSURER F : PRODUCER INSURED Kevin Cooke 200 Timberhill Pl Unit 202 Chapel Hill NC 275141964 ANALYTICAL CONSULTANTS, INC 125 KINGSTON DR STE 206 CHAPEL HILL NC 275141649 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. 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. DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY) 05/12/2025 ACORD 25 (2016/03) © 1988-2015 ACORD CORPORATION. All rights reserved. CERTIFICATE HOLDER The ACORD name and logo are registered marks of ACORD Docusign Envelope ID: 19E4A2D0-476C-40D9-95AE-FC39E183B0A9 1001486 2005 155279 205 01-19-2023 INSR LTR TYPE OF INSURANCE ADD INSD SUB WVD POLICY NUMBER POLICY EFF (MM/DD/YYYY)POLICY EXP (MM/DD/YYYY)LIMITS A COMMERCIAL GENERAL LIABILITY CLAIMS-MADE OCCUR GEN'L AGGREGATE LIMIT APPLIES PER: POLICY PRO- JECT LOC OTHER: N N 93-AP-H378-4 10/01/2024 10/01/2025 EACH OCCURRENCE 3,000,000$ DAMAGE TO RENTED PREMISES (Ea occurrence)300,000$ MED EXP (Any one person)10,000$ PERSONAL & ADV INJURY 3,000,000$ GENERAL AGGREGATE 6,000,000$ PRODUCTS - COMP/OP AGG 6,000,000$ $ B AUTOMOBILE LIABILITY ANY AUTO OWNED AUTOS ONLY SCHEDULED AUTOSHIRED AUTOS ONLY NON-OWNED AUTOS ONLY N N 156 3777-C08-33D 03/08/2025 09/08/2025 COMBINED SINGLE LIMIT (Ea accident)$ BODILY INJURY (Per person)1,000,000$ BODILY INJURY (Per accident)1,000,000$ PROPERTY DAMAGE (Per accident)1,000,000$ $ A UMBRELLA LIAB OCCUR EXCESS LIAB CLAIMS-MADE DED RETENTION 10,000$ N/A 93-CX-N223-5 10/11/2024 10/11/2025 EACH OCCURRENCE 2,000,000$ AGGREGATE 2,000,000$ $ A WORKERS COMPENSATION AND EMPLOYERS' LIABILITY ANY PROPRIETOR/PARTNER/EXECUTIVE OFFICER/MEMBER EXCLUDED? (Mandatory in NH) If yes, describe under DESCRIPTION OF OPERATIONS below N Y / N N / A N 93-LU-2578-8 10/01/2024 10/01/2025 PER STATUTE OTH- ER $ E.L. EACH ACCIDENT 1,000,000$ E.L. DISEASE - EA EMPLOYEE 1,000,000$ E.L. DISEASE - POLICY LIMIT 1,000,000$ SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. CANCELLATION AUTHORIZED REPRESENTATIVE 05/23/2025This form was system-generated on . E-MAIL ADDRESS:kevin.cooke.e3t6@statefarm.com CONTACT NAME:Kevin Cooke PHONE (A/C, No, Ext):919-918-4478 FAX (A/C, No): INSURER(S) AFFORDING COVERAGE NAIC # INSURER A :State Farm Fire and Casualty Company 25143 INSURER B :State Farm Mutual Automobile Insurance Company 25178 INSURER C : INSURER D : INSURER E : INSURER F : PRODUCER INSURED Kevin Cooke 200 Timberhill Pl Unit 202 Chapel Hill NC 275141964 ANALYTICAL CONSULTANTS, INC 125 KINGSTON DR STE 206 CHAPEL HILL NC 275141649 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. 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. DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY) 05/23/2025 ACORD 25 (2016/03) © 1988-2015 ACORD CORPORATION. All rights reserved. CERTIFICATE HOLDER Orange County P.O. Box 8181 Hillsborough NC 27278 The ACORD name and logo are registered marks of ACORD Docusign Envelope ID: 19E4A2D0-476C-40D9-95AE-FC39E183B0A9 X X X X X X X X X CERTIFICATE OF INSURANCE Producer:Issue Date:0712412024 This Ceitificate is issued as a matter of information only and LIA ADNHNTSTRATORS &INSURANCE SERVICES confers no rights upon the Certificate Holder.This Ceitificate PO.BOX 1319 does not amend.extend or alter the coverage afforded by the Santa Barbara,CA 93102-1319 policy below. Insured:113569 COMPANY AFFORDING COVERAGE ANALYTICAL CONSULTANTS,INC. 125 Kingston Drive,Ste 206 Aspen American Insurance Company Chapel Hill,NC 27514 Fax Number:919—929—9543 A/C‘V Authorized Representative This is to certify that the policy of insurance listed below has been issued to the Insured named above for the policy period indicated. Notwithstanding any requirement,term of condition of any contract or other document with respect to which this Certificate may be issued or may pertain,the insurance afforded by the policy described herein is subject to all the terms,exclusions and conditions of such policy.Limits shown may have been reduced by paid claims. DISCLAIMER:This certificate of insurance does not affirmatively or negatively amend,extend,or alter the coverage afforded by the insurance policy. Professional Liability AA1006533-10 0910912024 0910912025 Each Claim $2.000.000 General Aggregate $2000000 Description of Operations/Locations/Special Items: REAL ESTATE APPRAISERS PROFESSIONAL LIABILITY INSURANCE Certificate Holder:Cancellation: Orange County SHOULD ANY OF THE ABOVE DESCRIBED POLICIES PO BOX 8181 BE CANCELLED BEFORE THE EXPIRATION DATE HlllsborouglL NC 27278 THEREOF,NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. LIAOOO’I (11/97) Docusign Envelope ID: 19E4A2D0-476C-40D9-95AE-FC39E183B0A9 1001486 2005 155279 205 01-19-2023 INSR LTR TYPE OF INSURANCE ADD INSD SUB WVD POLICY NUMBER POLICY EFF (MM/DD/YYYY)POLICY EXP (MM/DD/YYYY)LIMITS A COMMERCIAL GENERAL LIABILITY CLAIMS-MADE OCCUR GEN'L AGGREGATE LIMIT APPLIES PER: POLICY PRO- JECT LOC OTHER: Y N 93-AP-H378-4 10/01/2024 10/01/2025 EACH OCCURRENCE 3,000,000$ DAMAGE TO RENTED PREMISES (Ea occurrence)300,000$ MED EXP (Any one person)10,000$ PERSONAL & ADV INJURY 3,000,000$ GENERAL AGGREGATE 6,000,000$ PRODUCTS - COMP/OP AGG 6,000,000$ $ B AUTOMOBILE LIABILITY ANY AUTO OWNED AUTOS ONLY SCHEDULED AUTOSHIRED AUTOS ONLY NON-OWNED AUTOS ONLY N N 156 3777-C08-33D 03/08/2025 09/08/2025 COMBINED SINGLE LIMIT (Ea accident)$ BODILY INJURY (Per person)1,000,000$ BODILY INJURY (Per accident)1,000,000$ PROPERTY DAMAGE (Per accident)1,000,000$ $ A UMBRELLA LIAB OCCUR EXCESS LIAB CLAIMS-MADE DED RETENTION 10,000$ N/A 93-CX-N223-5 10/11/2024 10/11/2025 EACH OCCURRENCE 2,000,000$ AGGREGATE 2,000,000$ $ A WORKERS COMPENSATION AND EMPLOYERS' LIABILITY ANY PROPRIETOR/PARTNER/EXECUTIVE OFFICER/MEMBER EXCLUDED? (Mandatory in NH) If yes, describe under DESCRIPTION OF OPERATIONS below N Y / N N / A N 93-LU-2578-8 10/01/2024 10/01/2025 PER STATUTE OTH- ER $ E.L. EACH ACCIDENT 1,000,000$ E.L. DISEASE - EA EMPLOYEE 1,000,000$ E.L. DISEASE - POLICY LIMIT 1,000,000$ SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. CANCELLATION AUTHORIZED REPRESENTATIVE 06/02/2025This form was system-generated on . E-MAIL ADDRESS:kevin.cooke.e3t6@statefarm.com CONTACT NAME:Kevin Cooke PHONE (A/C, No, Ext):919-918-4478 FAX (A/C, No): INSURER(S) AFFORDING COVERAGE NAIC # INSURER A :State Farm Fire and Casualty Company 25143 INSURER B :State Farm Mutual Automobile Insurance Company 25178 INSURER C : INSURER D : INSURER E : INSURER F : PRODUCER INSURED Kevin Cooke 200 Timberhill Pl Unit 202 Chapel Hill NC 275141964 ANALYTICAL CONSULTANTS, INC 125 KINGSTON DR STE 206 CHAPEL HILL NC 275141649 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. 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. DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY) 06/02/2025 ACORD 25 (2016/03) © 1988-2015 ACORD CORPORATION. All rights reserved. CERTIFICATE HOLDER Orange County 300 West Tryon Street P.O. Box 8181 Hillsborough NC 27278 The ACORD name and logo are registered marks of ACORD Docusign Envelope ID: 19E4A2D0-476C-40D9-95AE-FC39E183B0A9