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HomeMy WebLinkAbout2025-454-E-AMS-Pisgah Energy-Orange County Solar Feasibility StudyRevised 01/24 1 [Departmental Use Only] TITLE Solar Feasibility 5449 FY 2025-2026 NORTH CAROLINA SERVICES AGREEMENT RFP/RFQ ORANGE COUNTY This Services Agreement (hereinafter “Agreement”), made and entered into this 28th day of July, 2025, (“Effective Date”) by and between Orange County, North Carolina a political subdivision of the State of North Carolina (hereinafter, the "County") and Pisgah Energy, Inc., (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): Solar Feasibility Study for Orange County Facilities only. 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 Docusign Envelope ID: 2AE091DA-4ECA-480A-9788-25C1D93FC986 Revised 01/24 2 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. Docusign Envelope ID: 2AE091DA-4ECA-480A-9788-25C1D93FC986 Revised 01/24 3 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 367-OC5449 for “Solar Feasibility Study” issued January 22, 2025, and the Provider’s proposal, which are fully incorporated and integrated herein by reference together with Attachments RFQ 367-OC5449, Addendum 1 dated 01/30/2025, Addendum 2 dated 2/6/2025, Attachment A - Solar Building List Dated 07/11/2025, Pisgah Energy, Inc proposal dated July 3, 2025. (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. Kick Off Meeting Week 1 2. Site Identification Week 2 3. Energy Usage Ana Week 3 & 4 4. Site Investigation Week 4 - 6 5. Preliminary Solar Design Week 6 - 8 6. Structural Analysis Weeks 9 - 10 7. Project Budgeting Weeks 11 - 12 8. Financial Analysis Weeks 13 - 14 9. Final Reports Weeks 15 - 16 10. NA 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 Docusign Envelope ID: 2AE091DA-4ECA-480A-9788-25C1D93FC986 Revised 01/24 4 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 July 28, 2025 to December 30, 2025. 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. ii) Should the County determine that the Provider is behind schedule, it may require the Provider to expedite and accelerate its efforts, including providing additional resources and working overtime, as necessary, to perform its services in accordance with the approved project schedule at no additional cost to the County. iii) The Commencement Date for the Provider's Basic Services shall be July 28, 2025. 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 Eighty-Eight Thousand Four Hundred Sixty Dollars ($88,460.00). 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 (Angel Barnes) 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. Docusign Envelope ID: 2AE091DA-4ECA-480A-9788-25C1D93FC986 Revised 01/24 5 7. Insurance a. General Requirements. Provider shall obtain, at its sole expense, Commercial General Liability Insurance, Automobile Insurance, Workers’ Compensation Insurance, and any additional insurance as may be required by County’s Risk Manager as such insurance requirements are described in the Orange County Risk Transfer Policy and Orange County Minimum Insurance Coverage Requirements (each document is incorporated herein by reference and may be viewed at http://www.orangecountync.gov/departments/purchasing_division/contracts.php.) If County’s Risk Manager determines additional insurance coverage is required such additional insurance shall consist of NA (if no additional insurance required mark N/A as being not applicable). Provider shall not commence work until such insurance is in effect and certification thereof has been received by the County's Risk Manager. 8. Indemnity a. Indemnity. To the extent authorized by North Carolina law the Provider agrees, without limitation, to defend, indemnify and hold harmless the County from all loss, liability, claims or expense, including attorney's fees, arising out of or related to the Project and arising from property damage or bodily injury including death to any person or persons caused in whole or in part by the negligence or misconduct of the Provider except to the extent same are caused by the negligence or willful misconduct of the County. It is the intent of this provision to require the Provider to indemnify the County to the fullest extent permitted under North Carolina law. 9. Amendments to the Agreement a. Changes in Basic Services. Changes in the Basic Services and entitlement to additional compensation or a change in duration of this Agreement shall be made by a written Amendment to this Agreement executed by the County and the Provider. The Provider shall proceed to perform the Services required by the Amendment only after receiving a fully executed Amendment from the County. 10. Termination a. Termination for Convenience of the County. This Agreement may be terminated without cause by the County and for its convenience upon seven (7) days prior written notice to the Provider. b. Other Termination. The Provider may terminate this Agreement based upon the County's material breach of this Agreement; provided, the County has not taken all reasonable actions to remedy the breach. The Provider shall give the County seven (7) days' prior written notice of its intent to terminate this Agreement for cause. Either party may terminate this Agreement upon notice to the other party that obligations pursuant to this Agreement are made impractical due to declarations of emergency by Orange County or by North Carolina due to events directly impacting Orange County. Both parties shall 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 Docusign Envelope ID: 2AE091DA-4ECA-480A-9788-25C1D93FC986 Revised 01/24 6 terminating party has taken all reasonable steps to complete the performance of its obligations. c. Compensation After Termination. i) In the event of termination, the Provider shall be paid that portion of the fees and expenses that it has earned to the date of termination, less any costs or expenses incurred or anticipated to be incurred by the County due to errors or omissions of the Provider. Upon request of the County, the Provider shall submit to County all relevant documentation, including but not limited to, job cost records, to support its claims for final compensation. ii) Should this Agreement be terminated, the Provider shall deliver to the County within seven (7) days, at no additional cost, all deliverables including any electronic data or files relating to the Project. d. Waiver. The payment of any sums by the County under this Agreement or the failure of the County to require compliance by the Provider with any provisions of this Agreement or the waiver by the County of any breach of this Agreement shall not constitute a waiver of any claim for damages by the County for any breach of this Agreement or a waiver of any other required compliance with this Agreement. e. Suspension. County may suspend the Basic Services and this Agreement at any time for County’s convenience and without penalty to County upon three (3) days’ notice to Provider. Upon any suspension by County, Provider shall discontinue the Basic Services and shall not resume the Basic Services until notified to proceed by County. 11. Additional Provisions a. Limitation and Assignment. The County and the Provider each bind themselves, their successors, assigns and legal representatives to the terms of this Agreement. Neither the County nor the Provider shall assign or transfer its interest in this Agreement without the written consent of the other. There are no third-party beneficiaries of this Agreement and nothing in this Agreement, express or implied, is intended to confer on any person other than the parties hereto (and their respective successors, heirs and permitted assigns), any rights, remedies, or obligations. b. Governing Law. This Agreement and the duties, responsibilities, obligations and rights of respective parties hereunder shall be governed by the laws of the State of North Carolina. 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.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 Docusign Envelope ID: 2AE091DA-4ECA-480A-9788-25C1D93FC986 Revised 01/24 7 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 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 Docusign Envelope ID: 2AE091DA-4ECA-480A-9788-25C1D93FC986 Revised 01/24 8 shall automatically terminate without penalty to County upon written notice to Provider of such limitation or change in County’s legal authority. i. Signatures. This Agreement together with any amendments or modifications may be executed electronically. All electronic signatures affixed hereto evidence the consent of the Parties to utilize electronic signatures and the intent of the Parties to comply with Article 11A and Article 40 of North Carolina General Statute Chapter 66. j. Notices. Any notice required by this Agreement shall be in writing and delivered by certified or registered mail, return receipt requested to the following: Orange County Provider’s Name & Address Attention: A. Barnes Pisgah Energy, Inc P.O. Box 8181 53 Asheland Ave, Ste 103 Hillsborough, NC 27278 Asheville, NC 28801 IN WITNESS WHEREOF, the Parties, by and through their authorized agents, have hereunder set their hands and seal, all as of the day and year first above written. ORANGE COUNTY:PROVIDER: By: _________________________________ Travis Myren, County Manager By: __________________________________ Evan Becka, President Printed Name and Title Docusign Envelope ID: 2AE091DA-4ECA-480A-9788-25C1D93FC986 7/23/20257/25/2025 Revised 01/24 9 ORANGE COUNTY—INTERNAL USE ONLY ______________________________________________________________________________ Finance Information Vendor Name: Pisgah Energy, Inc Vendor Contact Person: Evan Becka (evan.becka@pisgahenergy.com) Phone: 828.615.6056 Address: 53 Asheland Ave., Suite 103 City Ashville State: NC Zip: 28801 Department: AMS Amount: $88,460.00 Purpose: Orange County Solar Feasibility Study Budget Code(s): 61370035-870000-10090 Vendor # 69020 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 7/28/2025 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: 10090) Bidding Informal Bidding ($30k-$90k); Formal RFP ($90k+); Other (<$30k); Exception(#RFQ 367- OC5449) 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: Docusign Envelope ID: 2AE091DA-4ECA-480A-9788-25C1D93FC986 7/24/2025 7/24/2025 7/25/2025 7/25/2025 Revised 01/24 10 Office of the Clerk to the Board __________________________________________Date:_________ Docusign Envelope ID: 2AE091DA-4ECA-480A-9788-25C1D93FC986 Finance and Administrative Services Department – Purchasing Division RFQ No 367-OC5449 Request for Qualifications to provide Solar Feasibility Study for Orange County Facilities located in Orange County, North Carolina I. Purpose: Orange County, North Carolina, is releasing this Request for Qualifications (hereafter ‘RFQ’) to seek responses from qualified consultants to provide a Solar Feasibility study for Orange County facilities. The County is seeking firms whose combination of experience and expertise will provide timely, professional services. The County reserves the right to enter into one or more contracts with any firm selected under this RFQ process. Information related to this solicitation, including any addenda, will be posted on the County’s website at https://www.orangecountync.gov/Bids.aspx. For questions related to this solicitation, contact the County’s Capital Projects Manager: Angel Barnes Orange County Asset Management Services Phone: 919.245.2628 Email: Abarnes@orangecountync.gov II. Project Overview and Scope of Work: Orange County, NC, is seeking proposals from qualified consultants to conduct a feasibility study on installing solar panels at various county facilities. This study aims to evaluate the potential for solar energy generation, identify the most suitable locations for installation, estimate costs, and determine the economic and environmental benefits associated with the project. The selected firm will work with the Owner design committee, which includes, but is not limited to, the Director of Asset Management Services, the Capital Projects Manager, the Capital Field Coordinator, the Sustainability Program Manager, and the Sustainability Projects Analyst. The County Manager shall have final approval on all decisions related to this project. The selected firm will be required to perform the following tasks: Docusign Envelope ID: 2AE091DA-4ECA-480A-9788-25C1D93FC986 1. Site Assessments a. Evaluate the current energy consumption of county facilities. b. Conduct site visits to assess the sites for solar installation and type, such as roof, ground, or canopy. c. Assess the existing building electrical systems to identify potential power system modifications required to support PV connections. d. Identify other infrastructure and/or structural improvements required for solar installation. e. Identify any potential obstacles or limitations; include programming or mission-execution challenges posed to the property, such as physical constraints, age, and solar readiness. 2. Feasibility Analysis a. Analyze each site's solar potential using solar mapping tools. The feasibility report should include the system's recommended size (KW of output), the estimated installation cost, the estimated maintenance budget, and a return-on-investment analysis. Recommendations should be based on correctly sizing the system based on the facility’s historical energy demand. b. An assessment of how much renewable electricity would be provided by the recommended installed system and what percentage of the building’s overall electrical demand would be met with the system. In other words, the County would like to know how much progress the installations would make toward the renewable energy goal of 100% renewable energy by 2050). c. c. The County considers renewable energy systems investments; therefore, any analysis should also include when the County would ‘pay off’ the system based on the facility's current electricity rate. d. Provide a timeline of recommended installations from now until 2050, detailing the total energy expected to be generated from renewable energy sources at each facility. e. Identify the anticipated project and maintenance costs if financed via Capital purchase versus solar lease versus another arrangement, taking into consideration any tax credits or other incentives available to Orange County, NC, quantifying cost savings, anticipated payoff in years, and greenhouse gas emissions. 3. Environmental Impact Assessment a. Evaluate the environmental benefits, including a reduction in carbon footprint. b. Identify any environmental concerns or regulatory requirements. Docusign Envelope ID: 2AE091DA-4ECA-480A-9788-25C1D93FC986 4. Reporting a. Provide a comprehensive report detailing the findings, recommendations, and an implementation plan, including costs and benefits at each site, prioritizing which locations are most beneficial and likely to have the best return on investment. b. Present the findings to the Orange County, NC staff. III. RFQ Schedule of Events and SOQ: Advertisement of RFQ: January 22, 2025 Deadline for Questions: February 5, 2025 Response to Questions February 12, 2025 DUE DATE & TIME FOR SOQs February 21, 2025, 2:00 PM Evaluation Meeting: Week of March 14, 2025 Selection Announcement: April 28, 2025 A pre-submittal meeting has not been scheduled. North Carolina Public Records: All SOQs 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. Orange County reserves the right to reject any or all submittals, to waive minor informalities and to make such selection deemed in its best interest. Minority Bidders: Orange County encourages all businesses, including minority, and women owned businesses to respond to all RFPs, ITBs, and RFQs. The Provider will be required to use the County standard service contract. A sample contract is included. IV. SOQs Submittal: Proposers must submit one electronic SOQ to Jovana Amaro, Purchasing Agent, at finance-purchasing@orangecountync.gov before the due date and time for SOQ submissions. Each proposer is solely responsible for the delivery of the SOQ and accepts all risks of late delivery regardless of fault. In addition, offerors accept all risks if the file is corrupted, incorrect, incomplete, or not attached. Any SOQ received after the due date and time for SOQ submission shall not be considered. Docusign Envelope ID: 2AE091DA-4ECA-480A-9788-25C1D93FC986 All email notifications, as well as any other correspondence sent to the County relating to this RFQ, must contain within the subject line of the email the words “SOLAR FEASIBILITY STUDY FOR ORANGE COUNTY NC FACILITIES RFQ No 367- OC5449”. The purpose of this email notification requirement is to allow staff to quickly see questions as they come in. Interested firms are invited to submit any written questions they may have relating to this project. All questions must be submitted via email, with the aforementioned subject line heading, to Angel Barnes by February 5, 2025. All questions will be compiled, and a complete list of written questions and answers will be included in an addendum, which will be posted on the County’s website at https://www.orangecountync.gov/Bids.aspx. Offerors are encouraged to check Orange County’s website regularly for updates. Proposals must be submitted by February 21, 2025, no later than 2:00 PM, as detailed below. Firms shall provide all submittal components in Portable Document Format (PDF) transmitted through electronic mail (email). The file size is limited to 15 MB. The proposals shall be as one package for all items outlined within the scope of services. V. SOQs Contents: Firms shall populate all attachments of this RFQ that require the Firm to provide information and include an authorized signature where requested. The firm’s RFQ responses shall include the following items, and those attachments should be arranged in the following order: 1. A cover letter identifying the firm or firms proposed for a team approach for the project. (Maximum of one page in length.) 2. Qualifications of the firm. Submittals must include the firm’s overview and a brief description of the firm’s history. A project organizational chart and description may be included. Key members of the project team should be included in the organizational chart. Identify the prime contractor and any subcontractors, if relevant, and the general roles of each on the project. (Maximum of 10 pages total) 3. An explanation of how the consultant will adhere to the scope of work, including a proposed work timeline that appropriately meets the goals of this project. This narrative should include an explanation of the following: a. A detailed description of the methodology and tools to be used. b. Descriptions of similar projects that the firm has completed. c. Summary of the proposed approach for the feasibility study. d. Project timeline and milestones. 4. Identification of the roles and responsibilities of all team members with the firm including: Docusign Envelope ID: 2AE091DA-4ECA-480A-9788-25C1D93FC986 a. Team organization including an identification of the lead consultant and project manager, key personnel that will be working on the project, the role of any proposed consultants, etc., b. A statement of qualifications for all team members including resumes and educational background. One-page resumes of all key personnel should be provided (one page per person). The office locations of each team member should be specified on the résumés. The submittal should, as a part of the information provided for subcontractors, include the names, locations, and general roles of the project team members. c. A description of the current workload for identified individuals. d. Firm’s experience with local regulations and incentives 5. A minimum of three references for similar projects (Maximum of 5 pages total) including: a. The name and date of the project, b. The location of the client, and c. A contact name including relevant contact information. d. At least one of these references should be able to describe the proposed project manager’s experience and qualifications. 6. Acknowledgement of receipt of any addenda. 8.Complete and notarize the E-Verify Affidavit form and include it with your submittal 9. Orange County Non-Discrimination Certification form. Complete the attached form and include it with your submittal. 10. Supplemental Vendor Information: Historically Underutilized Businesses form. Complete the form and include it with your submittal. The page limits only apply to the specific sections. There is not an overall page limit for your submittal. All submittals, exhibits, responses, attachments, reports, charts, schedules, maps, and illustrations shall become the property of Orange County upon receipt. PDF files should include bookmarks that link to sections to allow easy document navigation. Proposals may not use less than 12-point Times New Roman font. (Other fonts are acceptable but the size should be no smaller than 12 points. Since qualification packages can be submitted electronically, page limitations in this RFQ refer to pages of content. The page limitations do not include front cover, back cover, section dividers, or table of contents if included. Offerors shall provide all submittal components in one Portable Document Format (PDF). A selection committee composed of county staff will review all submittals received against the selection criteria set forth in this RFQ. The committee will develop a Docusign Envelope ID: 2AE091DA-4ECA-480A-9788-25C1D93FC986 shortlist. The short-listed firms may be invited to an interview with the County during the second week of April 2025. A final selection will be made the last week of April 2025. VI. Selection Criteria: All submittals will be ranked based on qualifications. Orange County will establish a short list of candidates and schedule interviews accordingly. The following criteria will be the basis on which consultants will be evaluated (in no particular order): • Clarity and comprehension of the firm’s project approach presentation indicating a thorough understanding of the challenges typical of the project type and capacity to deliver the project successfully (20 Points) • Firm’s experience providing similar feasibility studies for projects of very similar size and type structure within the past five (5) years, project team performance, and reference letters (20 Points) • Qualifications of principal(s) and actual staff to be assigned to perform desired work, the level of involvement in the project for each person, and a listing of similar projects completed by each employee within the past five (5) years, (20 Points) • Firm’s responsiveness and ability to provide desired services within the proposed timeline (20 Points) and • Firm’s experience with local regulations and incentives. (10 Points) • Other factors that may be relevant to the project. (10 Points) Docusign Envelope ID: 2AE091DA-4ECA-480A-9788-25C1D93FC986 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 ________________ Docusign Envelope ID: 2AE091DA-4ECA-480A-9788-25C1D93FC986 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 _______________, 20__. Signature of Affiant Print or Type Name: _________________________ State of North Carolina, _________ County Signed and sworn to (or affirmed) before me, this the _____ day of ________________, 20__. My Commission Expires: Notary Public (Affix Official/Notarial Seal) Docusign Envelope ID: 2AE091DA-4ECA-480A-9788-25C1D93FC986 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 Docusign Envelope ID: 2AE091DA-4ECA-480A-9788-25C1D93FC986 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 Docusign Envelope ID: 2AE091DA-4ECA-480A-9788-25C1D93FC986 Supplemental Vendor Information: HISTORICALLY UNDERUTILIZED BUSINESSES Vendor Name: ____________________________________________________ Date: _________ Per G.S. 143-128.4, Historically Underutilized Businesses (HUBs) consist of minority, women and disabled business firms that are at least fifty-one percent (51%) owned and operated by an individual(s) who are members of the following groups: Black, Hispanic, Asian American, American Indian, Female, Disabled, Disadvantaged. The Vendor shall respond to question No 1 and No 2 below. 1)Is Vendor a Historically Underutilized Business? Yes No If yes, please select from the following: Ethnicity: Gender Disabled Black Male Yes Hispanic Female No Asian American American Indian 2)Is Vendor Certified with North Carolina as a Historically Underutilized Business? Yes No If so, state HUB classification: _______________________________________________________ Any questions concerning NC HUB certification, contact the North Carolina Office of Historically Underutilized Businesses at (919) 807-2330. Docusign Envelope ID: 2AE091DA-4ECA-480A-9788-25C1D93FC986 Revised 01/24 1 [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 Docusign Envelope ID: 2AE091DA-4ECA-480A-9788-25C1D93FC986 Revised 01/24 2 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. Docusign Envelope ID: 2AE091DA-4ECA-480A-9788-25C1D93FC986 Revised 01/24 3 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. Docusign Envelope ID: 2AE091DA-4ECA-480A-9788-25C1D93FC986 Revised 01/24 4 ii) Should the County determine that the Provider is behind schedule, it may require the Provider to expedite and accelerate its efforts, including providing additional resources and working overtime, as necessary, to perform its services in accordance with the approved project schedule at no additional cost to the County. iii) The Commencement Date for the Provider's Basic Services shall be . 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 Docusign Envelope ID: 2AE091DA-4ECA-480A-9788-25C1D93FC986 Revised 01/24 5 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 in effect and certification thereof has been received by the County's Risk Manager. 8. Indemnity a. Indemnity. To the extent authorized by North Carolina law the Provider agrees, without limitation, to defend, indemnify and hold harmless the County from all loss, liability, claims or expense, including attorney's fees, arising out of or related to the Project and arising from property damage or bodily injury including death to any person or persons caused in whole or in part by the negligence or misconduct of the Provider except to the extent same are caused by the negligence or willful misconduct of the County. It is the intent of this provision to require the Provider to indemnify the County to the fullest extent permitted under North Carolina law. 9. Amendments to the Agreement a. Changes in Basic Services. Changes in the Basic Services and entitlement to additional compensation or a change in duration of this Agreement shall be made by a written Amendment to this Agreement executed by the County and the Provider. The Provider shall proceed to perform the Services required by the Amendment only after receiving a fully executed Amendment from the County. 10. Termination a. Termination for Convenience of the County. This Agreement may be terminated without cause by the County and for its convenience upon seven (7) days prior written notice to the Provider. b. Other Termination. The Provider may terminate this Agreement based upon the County's material breach of this Agreement; provided, the County has not taken all reasonable actions to remedy the breach. The Provider shall give the County seven (7) days' prior written notice of its intent to terminate this Agreement for cause. Either party may terminate this Agreement upon notice to the other party that obligations pursuant to this Agreement are made impractical due to declarations of emergency by Orange County or by North Carolina due to events directly impacting Orange County. Both parties shall 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 Docusign Envelope ID: 2AE091DA-4ECA-480A-9788-25C1D93FC986 Revised 01/24 6 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.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 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 Docusign Envelope ID: 2AE091DA-4ECA-480A-9788-25C1D93FC986 Revised 01/24 7 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 11A and Article 40 of North Carolina General Statute Chapter 66. j. Notices. Any notice required by this Agreement shall be in writing and delivered by certified or registered mail, return receipt requested to the following: Docusign Envelope ID: 2AE091DA-4ECA-480A-9788-25C1D93FC986 Revised 01/24 8 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 Docusign Envelope ID: 2AE091DA-4ECA-480A-9788-25C1D93FC986 Revised 01/24 9 ORANGE COUNTY—INTERNAL USE ONLY ______________________________________________________________________________ Finance Information Vendor Name: Vendor Contact Person: Phone: Address: City 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 ($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: 2AE091DA-4ECA-480A-9788-25C1D93FC986 P.O. Box 8181 * 306 Revere Road * Hillsborough, North Carolina 27278 Telephone: 919 245-2628 E-mail : abarnes@orangecountync.gov Page 1 of 2 Orange County Asset Management Services Addendum #1 January 30, 2025 ORANGE COUNTY RFQ NO. 367-OC5449 Request for Qualifications to provide To Provide Solar Feasibility Study in Orange County, North Carolina To All Interested Firms: Clarifications: 1. Registration with the Secretary of State for North Carolina : Any firm wishing to be considered for the contract for the requested services must be properly registered with the Office of the Secretary of State at the time of submission of the SOQ. 2. The short-listed firms, including all proposed team members, will be invited to an onsite interview with the County during the second week of April 2025. 3. For your firm or joint venture to be considered, your firm or joint venture must be licensed in the State of North Carolina to engage in the lawful practice of Professional Engineering. Questions with Responses: Q1a. Can you provide the number of facilities to be studied along with the facility names and addresses? Docusign Envelope ID: 2AE091DA-4ECA-480A-9788-25C1D93FC986 P.O. Box 8181 * 306 Revere Road * Hillsborough, North Carolina 27278 Telephone: 919 245-2628 E-mail : abarnes@orangecountync.gov Page 2 of 2 Response: Q1b. Of these facilities, how many of them have the potential for ground-mounted solar and how many have the potential for solar canopies? Response: We have not reviewed any locations for ground-mounted solar. All listed locations may have potential for solar canopies. Q1c. Are any parking decks being considered for solar parking canopies as a part of these studies? Response: We have one parking deck that we would consider solar parking canopies. Q2. In Section V. SOQs Contents, item 5 requires firms to provide three references, one of whom 'should be able to describe the proposed project manager's experience and qualifications'. No requirement to provide a reference letter is specified, however, in Section VI. Selection Criteria, the second bullet point mentions reference letters as a part of the selection criteria being scored. Are firms required to provide reference letters from each listed reference? Response: Section VI. Selection Criteria 2nd Bullet Point has been revised to read as follows: “Firm’s experience providing similar feasibility studies for projects of very similar size and type structure within the past five (5) years. (20 Points)”. Reference letters are not required. Location Address City State Zip Code AMS Inventory Facility (Old Motor Pool)600 Hwy 86 North Hillsborough NC 27278 Animal Services Center 1601 Eubanks Road Chapel Hill NC 27514 Board of Elections (Government Services Annex)208 S Cameron St Hillsborough NC 27278 Cedar Grove Community Ctr 5800 Hwy 86 N Cedar Grove NC 27231 Central Recreation (Annex Bldg) 302 W Tryon St Hillsborough NC 27278 Efland-Cheeks Community Center 117 Richmond Rd Efland NC 27243 Emergency Services Center 510 Meadowlands Drive Hillsborough NC 27278 Fuel Station 600 Highway 86 N Hillsborough NC 27278 Hillsborough Commons (DSS)113 Mayo Street Hillsborough NC 27278 Jerry M. Passmore Senior Center 103 Meadowland Drive-(SportsPlex addition)Hillsborough NC 27278 Justice Facility 106 E Margaret Lane Hillsborough NC 27278 Motor Pool (Fleet Services 600 Highway 86 N Hillsborough NC 27278 Orange County Public Library 137 W. Margaret Lane Hillsborough NC 27278 Orange Public Transportation 606 Highway 86 N Hillsborough NC 27278 Piedmont Food & Ag Processing Center 500 Valley Forge Rd Hillsborough NC 27278 Robert & Pearl Seymour Center 2551 Homestead Rd Chapel Hill NC 27514 Rogers Road Community Center 101 Edgar Street Chapel Hill NC 27514 Solid Waste Administration Building 1207 Eubanks Road Chapel Hill NC 27514 Soltys Adult Day 105 Meadowland Drive-(SportsPlex addition)Hillsborough NC 27278 Southern Human Srvcs Ctr 2501 Homestead Road Chapel Hill NC 27514 West Campus Office Building 131 W Margaret Lane Hillsborough NC 27278 Whitted Human Services Center (Bldg A) Health Dept.300 W Tryon St Hillsborough NC 27278 Whitted Human Services Center (Bldg B) Dental Clinic 300 W Tryon St Hillsborough NC 27278 ENO River Parking Deck 131 W Margaret Lane Hillsborough NC 27278 Docusign Envelope ID: 2AE091DA-4ECA-480A-9788-25C1D93FC986 P.O. Box 8181 * 306 Revere Road * Hillsborough, North Carolina 27278 Telephone: 919 245-2628 E-mail : abarnes@orangecountync.gov Page 2 of 2 By: Angel Barnes, AMS, CPM; abarnes@orangecountync.gov / 919.245.2628 Acknowledgment of receipt of this addendum shall be included with your submittal package per Section V. SOQs Contents Item 6. End of Addendum 1 Docusign Envelope ID: 2AE091DA-4ECA-480A-9788-25C1D93FC986 P.O. Box 8181 * 306 Revere Road * Hillsborough, North Carolina 27278 Telephone: 919 245-2628 E-mail : abarnes@orangecountync.gov Page 1 of 2 Orange County Asset Management Services Addendum #2 February 5, 2025 ORANGE COUNTY RFQ NO. 367-OC5449 Request for Qualifications to provide To Provide Solar Feasibility Study in Orange County, North Carolina To All Interested Firms: Questions with Responses: Q1 – Does the county have specific locations in mind for the feasibility studies? If so, could they provide a list of the sites? Response: Refer to Addendum 01, dated January 30, 2025, for the list of sites. Q2a – How is the county looking to finance these feasibility studies? Response: The county will be funding these feasibility studies with county funding. Q2b – Is there a specific grant involved? Response: There are no grants involved. Q3 – Are there any specific deadlines or milestones the County would like the selected firm to adhere to? Response: There are not any specific milestones or deadlines at this time. The intent is to determine a schedule with the selected firm. Q4 – How many and what type of facilities will we be studying? Response: The facilities are all county facilities, which include Community Centers, Senior Centers, Office and Administrative buildings, Recreational Facilities, Court facilities, and one parking deck. Q5 – What is the geographic region of those facilities? Responses: Orange County is located in the north-central Piedmont region of North Carolina, and each of these facilities are located throughout Orange County. Q6 – The RFQ states a desire to understand how any potential solar projects identified by the feasibility study would make progress towards Orange County’s 100% renewable goals. According to the Climate Action Plan, the County has achieved a 13% renewable energy portfolio by 2019. What is the current percentage of progress towards your 100% goal. Response: The County is currently at 11% for County buildings, which is what the solar study will evaluate. Docusign Envelope ID: 2AE091DA-4ECA-480A-9788-25C1D93FC986 P.O. Box 8181 * 306 Revere Road * Hillsborough, North Carolina 27278 Telephone: 919 245-2628 E-mail : abarnes@orangecountync.gov Page 2 of 2 Q7a – Does the County currently have any on-site renewables? Response: Yes, we do have renewable energy on new building construction. Q7b - If not, has the County conducted prior solar feasibility assessments? Response: The County conducted a solar feasibility study in 2017. Q7c - If so, what were the results and why did the County not proceed with projects at that time? Response: The projects did not proceed at that time due to various reasons, including roof age, budgetary constraints, and long-term changes to the use of some buildings. Q8a – How are County facilities, especially critical ones, affected by grid outages? Response: Currently, all critical facilities have backup UPS systems and generators to avoid disruption during outages. Q8b - What backup power assets is the county currently using? Response: Diesel Generators Q8c - Has the county previously evaluated energy storage? Response: No, the county has not evaluated energy storage. Q9 – Has Orange County spoken with Duke Energy about its interest in on-site solar and how that may support Duke Energy’s clean energy goals? Response: Yes, Duke Energy is aware of the County’s climate/clean energy goals and how these goals can support Duke Energy’s clean energy goals. By: Angel Barnes, AMS, CPM; abarnes@orangecountync.gov / 919.245.2628 Acknowledgment of receipt of this addendum shall be included with your submittal package per Section V. SOQs Contents Item 6. End of Addendum 2 Docusign Envelope ID: 2AE091DA-4ECA-480A-9788-25C1D93FC986 Orange County – Solar Feasibility Study Submitted by Pisgah Energy Solar Feasibility Study Proposal 1 | P a g e July 3rd, 2025 Orange County Attn: Angel Barnes RE: Solar Feasibility Study RFQ No: 367-OC5449 Solar Feasibility Study Services for Orange County and Town of Hillsborough Scope of Work – Basic Services The scope of work for basic services is for solar feasibility study services requested in RFQ No. 367-OC5449 and is based on the (19) facilities identified by Orange County staff. The (19) facilities reflect the removal of Central Recreation, Fuel Station and Hillsborough Commons from the studies. This revised proposal also includes the following (4) facilities to be studied for the Town of Hillsborough; Town Hall Annex (rooftop solar only– 1 utility account) , Motor Pool (rooftop solar only – 1 utility account), Water Treatment Plant (ground-mounted solar only – 5 utility accounts), and Wastewater Treatment Plant (ground-mounted solar only – 1 utility account). The Price includes provision of all labor, preliminary design, site assessment equipment, and software tools to complete the services. The system designs provided with the feasibility studies will be based on the 2023 National Electric Code, the 2024 NC Building Code, and current AHJ (Authority Having Jurisdiction) requirements. We anticipate these services will last up to 18 weeks. 1) Kickoff Meeting –Key team members will be identified and discussions around site/facility accessibility will occur at kickoff. The schedule for feasibility will be reviewed at a high level. Orange County staff members to provide feedback on critical milestone due dates during feasibility for their staff reporting needs. At kickoff, we will discuss and request the deliverables needed from Orange County and Town of Hillsborough to conduct the services. These deliverables include energy usage information for the facilities, construction and/or record drawings (if available), identification of existing roof warranties and roof manufacturer, and identification of the Authority Having Jurisdiction serving each facility. 2) Site Identification/Qualification – Prior to conducting site visits at these facilities, we will identify any known keep-out or restricted areas for solar panel placement with Orange County and Town of Hillsborough staff. For Orange County, the general location for solar panel placement on rooftops and placement opportunities for solar parking canopies will be identified. For the Town of Hillsborough, the general location for solar panel placement on rooftops and placement opportunities for ground-mounted solar will be identified. The code requirements will be reviewed at a high level to communicate the rooftop and property setback requirements for solar construction and for the owner to provide any additional setback needs. 3) Energy Usage Analysis – The energy usage analysis will consist of reviewing the most recent 12-month kWh (Energy) and kW (Demand) electricity usage and confirming the rate schedule to qualify the customer’s cost per kWh and kW and to understand any potential rate schedule changes. The maximum solar PV capacity, based on the historical energy usage for the given account, will be established after the energy usage analysis. Further definition of the maximum solar capacity will be determined after visiting the site. 4) Site Visit and Electrical Analysis – Solar site investigation includes: confirming the location for all solar equipment, identifying the physical point of interconnection for behind the meter application, identifying communications equipment location, confirming roof-type, assessment of roof condition, identifying setback requirements for existing rooftop equipment and setbacks for solar panels from roof edge and parapet walls, determining parapet wall heights, verifying parking canopy and ground-mounted compatibility for the site including underground stormwater/ sewer/ utility lines, confirming property lines, recording switchgear and transformer data, determining site-specific system sizing limitations based on available real estate or the facilities’ existing electrical distribution system and identifying upgrades to existing electrical system where applicable, and identifying shading concerns from nearby objects. The maximum recommended solar PV installation capacity will be determined after all relevant site data is obtained. The solar site Docusign Envelope ID: 2AE091DA-4ECA-480A-9788-25C1D93FC986 Orange County – Solar Feasibility Study Submitted by Pisgah Energy Solar Feasibility Study Proposal 2| P a g e investigation will require support from County and Town staff members to access the facilities. Access to the rooftops, electrical rooms and IT rooms must be provided. Site visit reports submitted to County and Town staff. 5)Preliminary Solar Design and Helioscope Production Reports – Helioscope is the solar design and production modeling software that will be used for the preliminary designs. The Helioscope report defines the DC/ AC capacity of the solar project, lists all model numbers/ quantities for the equipment used in the preliminary designs, and displays the estimated annual / monthly energy generation in kilowatt-hours (kWh). A comparison of electricity consumption at the site to the solar PV system output will be provided. The location and layout of the solar project, as well as the shading analysis is shown in the report. The CO2 offset from the solar PV system will be provided. 6)Structural Analysis of Proposed PV Systems – Solar layouts will be provided to NV5 along with the dead-load weight of the solar PV system, as well as any existing structural drawings that are available. NV5 will conduct a site visit to evaluate the roof framing structure to determine whether the roof has the structural capacity to safely support the proposed solar system. If the assumed system increases the force in the structural supporting elements by more than ten (10) percent, NV5 will provide general strengthening recommendations. Following the visit, NV5 will provide a certified report summarizing the findings, assessing the conditions of the roof structure, and making recommendations for each building. 7)Project Budgeting - Each project will be estimated via line-item estimate. The budgets will include the estimated costs for continued design-development, interconnection with utility, construction, and construction administration. 8)Financial Analysis – After completing project estimating and system design details (including annual production and the applicable utility rate schedule), we will complete a financial analysis that includes the applicable incentives for each project and aggregated portfolio. The metrics for financial analysis include Net Present Value (NPV), Internal Rate of Return (IRR) and Levelized Cost of Energy (LCOE). Operation and Maintenance costs, facilities service upgrades (where applicable) and interconnection costs will also be included in the financial analysis. We will work with County and Town staff to prioritize which projects are most beneficial and likely to have the best return on investment. 9)Compiled Feasibility Report – Once the feasibility studies are complete, we will compile our findings into a comprehensive report and present it to County and Town Staff. 10)Meetings – Meeting with owner as required at key milestones to present findings. Progress report emails will be sent to staff members every two weeks. 11)Pricing - Valid for 30 days. 12)Any changes in scope are excluded from Basic Services. Orange County Fees - The lump sum fee for the basic services above, excluding reimbursables expenses is: Eighty-Eight Thousand Four Hundred Sixty Dollars………………………………………….…………………..$88,460 Town of Hillsborough Fees - The lump sum fee for the basic services above, excluding reimbursables expenses is: Twenty-Three Thousand Two Hundred Sixty Dollars…………………………………….……………..………...$23,460 Payment Terms – Project will be invoiced monthly for the project’s work in progress. Payment is due Net 30 from date of the invoice. Should the project be postponed, put on hold, canceled, or delayed, payment for any services provided will be due. Please be advised that a fee may be incurred if the project is put on hold or reactivated later. Additional Services – Upon mutual agreement, we may provide services not listed in this proposal or items excluded per the hourly rate schedule provided below, unless a specific fee is proposed and agreed upon before work on the additional service begins. Additional services include, but are not limited to, the following: •Changes in scope during the feasibility study. •Revisions, alternates, or changes to the preliminary solar PV system designs. •Detailed design of any reinforcement to existing structures. •Eno River Parking Deck – Following completion of the feasibility study, additional design services are available to develop the solar canopy structural design. The structural drawings will contain plan views, elevations with Docusign Envelope ID: 2AE091DA-4ECA-480A-9788-25C1D93FC986 Orange County – Solar Feasibility Study Submitted by Pisgah Energy Solar Feasibility Study Proposal 3 | P a g e overall layout and heights, as well as basic information about the solar PV system such as capacity and total area of PV system, and the upward, downward, lateral reaction forces that the canopy will transfer to the parking deck. NV5 will review these details and verify that that the garage can or cannot accommodate the structural forces from the solar PV canopy. •Recommendations and design for battery-based systems for critical back-up power and/or utility savings. •Continued design-development, production of construction documents, and construction administration services after feasibility. •Design-Build Construction Services and Commissions Services. •3-D Modeling. •EV Charging station evaluation. Current standard billing rates are as follows: Pisgah Energy Position Title Senior Project Manager……………………………………………………………………………………...................$196/hr. Project Manager/ Designer……………………………………………………………………………………………...$176/hr. Master Electrician………………………………………………………………………………………………………...$176/hr. Energy Usage Analyst/ Utility Interconnection Specialist………………………………………………………....$176/hr. Construction Manager…………………………………………………………………………………………………...$156/hr. NV5 Position Title Vice President……………………………………………………………………………………..................................$295/hr. Group Leader……………………………………………………………………………………………........................$200/hr. Project Manager………………………………………………………………………………………………………......$150/hr. Project Engineer………………………………………………………......................................................................$140/hr. Reimbursable Expenses - Reimbursable expenses shall be in addition to the compensation for basic and additional services and will be invoiced according to the line items below and will not exceed these values. These services include actual expenditures incurred by Pisgah Energy and NV5. Reimbursable expenses include: Orange County Reimbursable Expenses: •Lodging expenses – Not to Exceed - $1,080 •Meal expenses – Not to Exceed - $650 •Travel expenses (Mileage rates per current NCDOR) – Not to Exceed - $1,700 Town of Hillsborough Reimbursable Expenses: •Lodging expenses – Not to Exceed - $540 •Meal expenses – Not to Exceed - $250 •Travel expenses (Mileage rates per current NCDOR) – Not to Exceed - $500 Docusign Envelope ID: 2AE091DA-4ECA-480A-9788-25C1D93FC986 Orange County – Solar Feasibility Study Submitted by Pisgah Energy Solar Feasibility Study Proposal 4 | P a g e We appreciate the opportunity to participate on this project and look forward to working with you. This proposal is valid for 30 days. Please let me know if you have any questions. Sincerely, Evan Becka President Pisgah Energy Inc. Docusign Envelope ID: 2AE091DA-4ECA-480A-9788-25C1D93FC986 Location Address City State Zip CodeAnimal Services Center 1601 Eubanks Road Chapel Hill NC 27514Board of Elections (Government Services Annex) 208 S Cameron St Hillsborough NC 27278Cedar Grove Community Ctr 5800 Hwy 86 N Cedar Grove NC 27231Efland-Cheeks Community Center 117 Richmond Rd Efland NC 27243Emergency Services Center 510 Meadowlands Drive Hillsborough NC 27278Jerry M. Passmore Senior Center, Soltys Adult Day, Sportsplex 101, 103, 105 Meadowlands Drive Hillsborough NC 27278Justice Facility 106 E Margaret Lane Hillsborough NC 27278Motor Pool (Fleet Services) 600 Highway 86 N Hillsborough NC 27278Orange County Public Library 137 W. Margaret Lane Hillsborough NC 27278Orange Public Transportation 606 Highway 86 N Hillsborough NC 27278Piedmont Food & Ag Processing Center 500 Valley Forge Rd Hillsborough NC 27278Robert & Pearl Seymour Center 2551 Homestead Rd Chapel Hill NC 27514Rogers Road Community Center 101 Edgar Street Chapel Hill NC 27514Solid Waste Administration Building 1207 Eubanks Road Chapel Hill NC 27514Southern Human Srvcs Ctr 2501 Homestead Road Chapel Hill NC 27514West Campus Office Building 131 W Margaret Lane Hillsborough NC 27278Whitted Human Services Center (Bldg A) Health Dept. 300 W Tryon St Hillsborough NC 27278Whitted Human Services Center (Bldg B) Dental Clinic 300 W Tryon St Hillsborough NC 27278ENO River Parking Deck 131 W Margaret Lane Hillsborough NC 27278Combined Passmore Center, Soltys Adult Day & Sportsplex into one building on this list.Docusign Envelope ID: 2AE091DA-4ECA-480A-9788-25C1D93FC986 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 5/29/2025 White Insurance Agency Inc 17 Sunset Dr Black Mountain NC 28711 Adam Payne 828-669-7912 828-669-2315 certificates@whiteinsurance.com Auto-Owners 18988 PISGENE-01 Pisgah Energy,Inc. Shagbark Heron LLC 53 Asheland Ave,Ste 103 Asheville NC 28801 1180663994 A X 2,000,000 X 300,000 10,000 2,000,000 Y 35477344 12/6/2024 12/6/2025 2,000,000 A 1,000,000 X X Y 5313319801 12/6/2024 12/6/2025 A X X 1,000,000531331980012/6/2024Y 12/6/2025 X 10,000 A XY531331980012/6/2024 12/6/2025 1,000,000 1,000,000 1,000,000 A Professional Liability 35477344 12/6/2024 12/6/2025 Aggregate Deductible $1,000,000 $2,500 Evan Becka is excluded office under Workers Compensation Orange County,its officers,officials,agents,and employees are included as Additional Insureds on the General Liability,Automobile Liability,and Umbrella/Excess Liability policies as required by written contract.A Waiver of Subrogation is granted in favor of Orange County on the Workers'Compensation policy.Coverage shall not be canceled or materially changed without thirty (30)days'prior written notice to the certificate holder,except ten (10)days for non-payment of premium. Orange County 300 West Tryon Street PO Box 8181 Hillsborough NC 27278 Docusign Envelope ID: 2AE091DA-4ECA-480A-9788-25C1D93FC986