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HomeMy WebLinkAbout2025-536-E-Tax Dept-Tanner Valuation-Professional appraisal consulting and project management services to support the Orange County 2025 Post-Reappraisal Review ProjectRevised 01/24 1 [Departmental Use Only] TITLE Tanner Valuation Grp FY 2026 NORTH CAROLINA SERVICES AGREEMENT NO RFP/RFQ ORANGE COUNTY This Services Agreement (hereinafter “Agreement”), made and entered into this 4th day of September, 2025, (“Effective Date”) by and between Orange County, North Carolina a political subdivision of the State of North Carolina (hereinafter, the "County") and Tanner Valuation Group, LLC having offices located 405 Spring Street, Cherryville, NC 28021-3538, (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 Agreement is for services to be rendered by Provider to County with respect to (insert type of project): Professional appraisal consulting and project management services to support the Orange County 2025 Post-Reappraisal Review 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 Docusign Envelope ID: 267ECFE9-0243-4926-8FEA-9E6D6EBB3DDB Revised 01/24 2 performance of these services. Provider is solely responsible for the professional 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 any documents, exhibits, or addenda be attached to this Agreement, the terms of this Agreement shall have priority in any conflict with or among the terms of such referenced documents, exhibits, or addenda. vii) 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. Docusign Envelope ID: 267ECFE9-0243-4926-8FEA-9E6D6EBB3DDB Revised 01/24 3 3. Basic Services a. Basic Services. The Services to be rendered pursuant to this Agreement are as follows (fully describe services to be provided): Orange County 2025 Post-Reappraisal Review Project, including professional appraisal consulting and project management services to support the Tax Administrator’s Office. Services shall include field and neighborhood reviews, assistance with property appeals and flood-affected properties, equity analysis, income and expense data analysis, and support for public information and presentations, together with any related appraisal or consulting services reasonably required to ensure a fair and equitable reappraisal outcome, all to be performed in accordance with applicable laws and the highest professional standards per attached Exhibit A. 4. Duration of Services a. Term. The term of this Agreement shall be from September 1, 2025 to November 21, 2025. b. Scheduling of Services. i) The Provider shall schedule and perform its activities in a timely manner. 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 September 8, 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 shall not exceed Sixty-Eight Thousand Dollars ($68,000). Payment for satisfactorily performed Basic Services shall become due and payable within thirty (30) days of Provider properly invoicing County. Payment shall be subject to provisions of Section 5(b). b. Disputes. 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. Should Provider fail to perform its duties under the terms of this Agreement, County may, without fault or penalty, withhold any payment associated with the work to be performed until such time as said work is completed. c. 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. Docusign Envelope ID: 267ECFE9-0243-4926-8FEA-9E6D6EBB3DDB Revised 01/24 4 6. Responsibilities of the County a. Cooperation and Coordination. The County has designated (Nancy Freeman, Tax Administrator) 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 County’s Risk Manager determines additional insurance coverage is required such additional insurance shall consist of N/A (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 Docusign Envelope ID: 267ECFE9-0243-4926-8FEA-9E6D6EBB3DDB Revised 01/24 5 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 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 work on 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. By executing this Agreement Provider affirms that Provider and any subcontractors of Provider are and shall remain in compliance with Article 2 of Chapter Docusign Envelope ID: 267ECFE9-0243-4926-8FEA-9E6D6EBB3DDB Revised 01/24 6 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. c. Non-Discrimination. 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 non-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 the Orange County Non-Discrimination Policy 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. 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 such suit or action. e. Entire Agreement. This Agreement 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. 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 Docusign Envelope ID: 267ECFE9-0243-4926-8FEA-9E6D6EBB3DDB Revised 01/24 7 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: Orange County Provider’s Name Attention: Nancy Freeman Tanner Valuation Group LLC P.O. Box 8181 405 Spring Street Hillsborough, NC 27278 Cherryville, NC 28021-3538 [SIGNATURE PAGE TO FOLLOW] Docusign Envelope ID: 267ECFE9-0243-4926-8FEA-9E6D6EBB3DDB Revised 01/24 8 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: __________________________________ James D. Tanner, Owner Printed Name and Title Docusign Envelope ID: 267ECFE9-0243-4926-8FEA-9E6D6EBB3DDB 9/5/20259/8/2025 Revised 01/24 9 ORANGE COUNTY—INTERNAL USE ONLY ______________________________________________________________________________ Finance Information Vendor Name: Tanner Valuation Group LLC Vendor Contact Person: Jimmy Tanner Phone: (919) 495-8617 tannervaluationgroup@gmail.com Address: 405 Spring Street City Cherryville State: NC Zip: 28021-3538 Department: Tax Administration Amount: $68,000 Purpose: Professional appraisal consulting and project management services to support the Orange County 2025 Post-Reappraisal Review Project,. Budget Code(s): 10330120-630000 (pending budget amendment 9/4/25) Vendor # 69107 Vendor Status with NCSOS: N/A Vendor is a BOCC consultant: Yes No Contract Details Contract Type: New Amendment (Original Contract: ) (Most Recent Amendment ) Effective Date 9/8/2025 End Date 11/21/2025 Notice Date N/A (Notice Purpose N/A) Award Approved by Board (Agenda Date: ); Made or Administered by Signature Authority - BOCC Express Delegation (Agenda Date: ) - Policy 9.4: Under $5,000; Service Under $90,000; Construction Under $250,000 - Budget Policy Section XV (Capital Improvement Project: ) Bidding Informal Bidding ($30k-$90k); Formal RFP ($90k+); Other (<$30k); Exception(# ) Department Affirmation This agreement is approved as to technical form and content and I as Department Director affirmatively state work on this project has not been initiated prior to execution of the agreement. This agreement is approved as to technical form and content. Services related to this agreement have already begun or been completed. Description of the nature of the emergency condition that was addressed: 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: 267ECFE9-0243-4926-8FEA-9E6D6EBB3DDB 9/5/2025 9/5/2025 9/6/2025 9/8/2025 Revised 01/24 10 Office of the Clerk to the Board __________________________________________Date:________ Docusign Envelope ID: 267ECFE9-0243-4926-8FEA-9E6D6EBB3DDB AGREEMENT FOR PROFESSIONAL SERVICES ASSISTANCE ORANGE COUNTY NORTH CAROLINA 2025 REAPPRAISAL PROJECT Docusign Envelope ID: 267ECFE9-0243-4926-8FEA-9E6D6EBB3DDB August 18, 2025 Mr. Travis Myren Manager, Orange County 300 W. Tryon St. Hillsborough, NC 27278 Dear Mr. Myren: Enclosed hereto is an Agreement and Scope of Services for assisting the Orange County Tax Administrator with post 2025 Reappraisal Review. Tanner Valuation Group, LLC. will provide the necessary manpower and appraisal expertise to complete the appraisal and consulting activities outlined in the enclosed document. Included within this document is a statement of Not to Exceed $68,000 with the period of work covering from August 21st to November 21st 2025. Thank you for allowing us the opportunity to provide professional appraisal assistance to Orange County. Sincerely, James D. Tanner Tanner Valuation Group Docusign Envelope ID: 267ECFE9-0243-4926-8FEA-9E6D6EBB3DDB AGREEMENT This Agreement made the _______ day of ________ 2025, by and between the COUNTY OF ORANGE, a body politic and a corporate subdivision of the State of North Carolina (“the COUNTY”), party of the first part; and Tanner Valuation Group, LLC, organized under the laws of the State of North Carolina and authorized and licensed to do business in the State of North Carolina, hereinafter called (‘the COMPANY”). WITNESSETH That for and in consideration of the payments and agreements contained in the proposal attached hereto and hereafter mentioned: ARTICLE I The COMPANY will provide consulting services, appraisal assistance, and project management to the COUNTY Tax Assessor’s office for a period beginning August 21, 2025 through November 21, 2025. These services will include assistance with activities necessary to review results from the 2025 Reappraisal Project as stated including; Visit and Review Neighborhoods for accuracy of values or recommend corrective changes, Visit and Review properties under appeal for recommendations for staff use in preparing for Board of Equalization and Review, Visit and Review flood affected properties for recommended value adjustments due to damage, Assist County Staff with identifying properties/neighborhoods that may be subject to vertical inequity, and any other need that Orange County may have in realizing a fair and equitable reappraisal product. The COMPANY shall use competent employees of good character having sufficient skills and experience to properly perform the work outlined in this agreement. The COMPANY employees consist of but not limited to, (1)James Tanner, Project Manager, (2)Ryan Dobbins, Field and Appraisal Specialist. Ten (10) days prior to assigning any employee to the project the COMPANY will furnish to the COUNTY a detailed resume specifying the employee’s qualifications, experience and prior work location. COMPANY employees shall be certified by the North Carolina Department of Revenue per North Carolina General Statute 105-299. No employee of the COMPANY is to be deemed an employee or agent of the COUNTY and is not entitled to any benefits from the COUNTY. The COUNTY has the right to approve or reject any or all COMPANY personnel assigned to the project. Docusign Envelope ID: 267ECFE9-0243-4926-8FEA-9E6D6EBB3DDB The COMPANY and its employees will comply with all occupational safety and health standards, rules, regulations and orders issued under the Occupational Safety and Health Act (OSHA) of 1970, as administered by the North Carolina Department of Labor Division of Occupational Safety and Health (OSHNC). The COMPANY will analyze income and expense information collected by the COUNTY for use in support of the Market Value Appraisals. This information will be considered confidential and will only be used within guidelines established by the COUNTY. The COMPANY will promote excellent Public Relations and Customer Support by assisting with educational material and presentations throughout this project as needed for civic groups and organizations, County Management, and Municipalities regarding the 2025 Revaluation project and progress. These specifications cover the furnishing of labor, appraisal assistance, consultation and technical assistance by Tanner Valuation Group, LLC. (COMPANY) to Orange County, North Carolina (COUNTY) to aid in the completion of a post-review of the 2025 reappraisal project as specified herein and as directed by the COUNTY through Its duly authorized agent, the Orange County Tax Administrator. All decisions regarding project planning, procedures to be followed, and forms used in this process shall be made by the Orange County Tax Administrator. ARTICLE II The COUNTY will provide the following: The COUNTY will provide office space for the COMPANY’S use during this project. The COUNTY will provide office furniture, forms, binders, office supplies and local telephone service. Subject to schedules and procedures approved by the COUNTY, all maps, tax records, appraisal data and information pertinent to the performance of the activities outlined in this agreement will be made available to the COMPANY. The COMPANY and COUNTY will design and develop the forms necessary for completion of the activities outlined in this agreement. The COUNTY will bear the cost of all forms used during this project. Docusign Envelope ID: 267ECFE9-0243-4926-8FEA-9E6D6EBB3DDB The COUNTY will be responsible for all project related postage and mailings. The COUNTY will make available a file of all real property transactions for use in analysis of sales for valuation activities. The COUNTY will provide the COMPANY access to at least two computer terminals to allow for analysis of existing records, sales files, and data entry. The COMPANY will complete all appraisal work in a format acceptable for use on the COUNTY’S existing CAMA software. ARTICLE III The COMPANY will assist in preparing and completion of the Uniform Schedule of Values, Standards and Rules in accordance with Article 19 Section 105-317 of the Machinery Act of North Carolina. Any part of these Schedule of Values will be provided to the Orange County Tax Administrator for approval before submitting for consideration by the Orange County Board of Commissioners. **This section is deemed not necessary due to Schedule of Values already being presented and adopted. ARTICLE IV The COMPANY’S total fees, compensation and expenses to provide the appraisal assistance described in this document is: Not To Exceed $68,000 ($68,000) *This Contract is contingent upon not exceeding $68,000 with work Performed between August 21st and November 21st 2025 These total fees, compensation and expenses are allocated as follows: Not to Exceed amount is based on $650 per day for onsite and $500 per day for offsite. The total amount includes an estimated 82 man days onsite and 30 man days offsite. Orange County will only be billed for actual man days worked, so actual amount may be less than the Not to Exceed Amount stated. Included within the cost for completion of the Orange County 2025 Reappraisal as stated in Article I, Article II, and Article III. Docusign Envelope ID: 267ECFE9-0243-4926-8FEA-9E6D6EBB3DDB The COUNTY will withhold an amount equal to 10% of each invoice until all work activities are completed. The COMPANY will invoice the COUNTY for these retained earnings at such time. The COMPANY will provide additional appraisal and consulting assistance upon request of the Orange County Tax Administrator as outlined below. Onsite $650 per day Offsite $500 per day The COMPANY agrees that all fees and compensation paid will include the cost of all labor, social security taxes, state and federal income taxes, insurance, automobile expenses, long distance calls, meals, lodging and all other travel related expenses. The entire procedure will be in accordance with all applicable statutes of North Carolina relating to the appraisal of real property for Ad Valorem Taxation. ARTICLE V The COMPANY will invoice the COUNTY for services rendered on a monthly basis. The invoices will be documented with production records and progress reports subject to approval of the COUNTY Tax Administrator. The COUNTY will pay invoices within twenty five (25) days of approval. In the event the COUNTY cannot pay an invoice within the twenty five (25) day window, the COMPANY will be notified in writing by the COUNTY and advised of an anticipated payment date. The COUNTY will withhold an amount equal to ten percent (10%) of each monthly invoice; these retained fees will be invoiced and payable in full at the completion of all work as stated within this contract and approved by the Orange County Tax Administrator. ARTICLE VI The COUNTY may terminate this agreement if reasonable evidence exists that the progress being made by the COMPANY is insufficient to complete the work within the specified time or, the COMPANY has failed to comply with any requirement of this agreement. Before this agreement can be terminated the COUNTY must notify the COMPANY in writing and allow the COMPANY (30) days to rectify the conditions of termination. Docusign Envelope ID: 267ECFE9-0243-4926-8FEA-9E6D6EBB3DDB The COUNTY may terminate this agreement without cause by giving the COMPANY sixty (60) days written notice. In event of termination the COMPANY will deliver all COUNTY records, materials and supplies prior to payment of any outstanding fees. ARTICLE VII The COMPANY may terminate this agreement without cause by giving the COUNTY sixty (60) days written notice. In event of termination the COMPANY will deliver all COUNTY records, materials and supplies prior to payment of any outstanding fees. ARTICLE VIII This agreement shall be binding upon all parties hereto and their respective heirs, executors, administrators, successors and assigns. ARTICLE IX The relationship between the COMPANY and the COUNTY will be that of an independent contractor and not as an agent, servant, or employee of the COUNTY. The COMPANY shall not claim any privileges or rights applicable to officers or employees of the COUNTY. The COMPANY shall comply with all the applicable provisions of Federal and North Carolina laws, rules and regulations regarding employment and shall specifically comply with those sections related to Equal Employment Opportunity. ARTICLE X This agreement is anticipated to commence on August 21, 2025 and continue through November 21, 2025. If additional work is required, a contract amendment or additional contract will be completed. The COMPANY’s responsibilities are specifically limited to those set forth in this document. The COMPANY’S performance of this Agreement is conditioned upon the nonoccurrence of an act of God or other cause or causes beyond the COMPANY’S control. Occurrence of any such event shall entitle the COMPANY to reasonable extension of project completion dates and/or reasonable increase in fees should such occurrence materially increase the degree of difficulty of project execution. Docusign Envelope ID: 267ECFE9-0243-4926-8FEA-9E6D6EBB3DDB ARTICLE XI The COMPANY shall carry General Liability Insurance in the amount of $1,000,000 including protection for bodily injury and property damage with a combined single limit of $1,000,000. The COMPANY shall carry Worker’s Compensation Insurance, which provides adequate coverage under the Compensation Act of North Carolina. The COMPANY shall maintain Automobile Liability Insurance providing limits of $300,000 per occurrence. The COMPANY shall provide their own transportation to on-site visits. Insurance carriers licensed in the State of North Carolina shall provide insurance coverage. Certificates of Insurance required under this section will be provided to the COUNTY within ten (10) of the approval of this contract. ARTICLE XII This agreement will be governed by and construed according to the laws of the State of North Carolina. The venue of any action by either party to this Agreement to enforce their respective rights hereunder against the other party shall be the General Court of Justice, Superior Court Division for Orange County, North Carolina. Docusign Envelope ID: 267ECFE9-0243-4926-8FEA-9E6D6EBB3DDB IN WITNESS WHEREOF, the parties have executed or caused this AGREEMENT to be executed by their duly authorized officers: COUNTY OF ORANGE COMPANY By: __________________________ By: ______________________ Travis Myren James D. Tanner, President Orange County Manager Tanner Valuation Group, LLC. This is to certify that, Matt Rhoten, Orange County Manager appeared before me this day and acknowledged the execution of the foregoing instrument for the use and purposes therein expressed, this ____ day of __________________ 2025. _____________________________________ Notary Public My Commission Expires__________________ This is to certify that James D. Tanner appeared before me this day and acknowledged the execution of the foregoing instrument for the use and purposes therein expressed, this _______ day of ____________________ 2025. ________________________________________ Notary Public My Commission Expires___________________ This instrument has been pre-audited in the manner required by the Local Government Budget and Fiscal Control Act. ___________________________ Orange County Finance Officer Docusign Envelope ID: 267ECFE9-0243-4926-8FEA-9E6D6EBB3DDB WLTR005 THE HARTFORD BUSINESS SERVICE CENTER 3600 WISEMAN BLVD SAN ANTONIO TX 78251 August 27, 2025 Orange County 300 W TRYON ST PO BOX 8181 HILLSBOROUGH NC 27278-2438 Account Information: Policy Holder Details :TANNER VALUATION GROUP, LLC JAMES D. TANNER Contact Us Need Help? Chat online or call us at (866) 467-8730. We're here Monday - Friday. Enclosed please find a Certificate Of Insurance for the above referenced Policyholder.Please contact us if you have any questions or concerns. Sincerely, Your Hartford Service Team Docusign Envelope ID: 267ECFE9-0243-4926-8FEA-9E6D6EBB3DDB CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY) 08/27/2025 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. IMPORTANT:If the certificate holder is an ADDITIONAL INSURED,the policy(ies)must be endorsed.If SUBROGATIONIS 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). PRODUCER AFFIRMATIVE INSURANCE SERVICES INC 22272454 PO BOX 1277 ZEBULON NC 27597 CONTACT NAME: PHONE (A/C, No, Ext): (919) 269-4731 FAX (A/C, No): (919) 269-4665 E-MAIL ADDRESS: INSURER(S) AFFORDING COVERAGE NAIC# INSURER A : Twin City Fire Insurance Company 29459 INSURED TANNER VALUATION GROUP, LLC JAMES D. TANNER 405 SPRING ST CHERRYVILLE NC 28021-3538 INSURER B : INSURER C : INSURER D : INSURER E : INSURER F : COVERAGES CERTIFICATE NUMBER:REVISION NUMBER: 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. INSR LTR TYPE OF INSURANCE ADDL INSR SUBR WVD POLICY NUMBER POLICY EFF (MM/DD/YYYY) POLICY EXP (MM/DD/Y YYY) LIMITS A COMMERCIAL GENERAL LIABILITY X 22 SBA AF6937 10/03/2025 10/03/2026 EACH OCCURRENCE $2,000,000 CLAIMS-MADE X OCCUR DAMAGE TO RENTED PREMISES (Ea occurrence)$1,000,000 X General Liability MED EXP (Any one person)$10,000 PERSONAL & ADV INJURY $2,000,000 GEN'L AGGREGATE LIMIT APPLIES PER:GENERAL AGGREGATE $4,000,000 POLICY X PRO- JECT LOC PRODUCTS - COMP/OP AGG $4,000,000 OTHER: AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT (Ea accident) ANY AUTO BODILY INJURY (Per person) ALL OWNED AUTOS SCHEDULED AUTOS BODILY INJURY (Per accident) HIRED AUTOS NON-OWNED AUTOS PROPERTY DAMAGE (Per accident) UMBRELLA LIAB EXCESS LIAB OCCUR CLAIMS- MADE EACH OCCURRENCE AGGREGATE DED RETENTION $ WORKERS COMPENSATION AND EMPLOYERS' LIABILITY ANY PROPRIETOR/PARTNER/EXECUTIVE OFFICER/MEMBER EXCLUDED? (Mandatory in NH) If yes, describe under DESCRIPTION OF OPERATIONS below N/ A PER STATUTE OTH- ER Y/N E.L. EACH ACCIDENT E.L. DISEASE -EA EMPLOYEE E.L. DISEASE - POLICY LIMIT A EMPLOYMENT PRACTICES LIABILITY 22 SBA AF6937 10/03/2025 10/03/2026 Each Claim Limit Aggregate Limit $10,000 $10,000 DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) Those usual to the Insured's Operations. CERTIFICATE HOLDER CANCELLATION Orange County 300 W TRYON ST PO BOX 8181 HILLSBOROUGH NC 27278-2438 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF,NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESENTATIVE © 1988-2015 ACORD CORPORATION. All rights reserved. ACORD 25 (2016/03)The ACORD name and logo are registered marks of ACORD Docusign Envelope ID: 267ECFE9-0243-4926-8FEA-9E6D6EBB3DDB ACORD 101 (2014/01)© 2014 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD AGENCY CUSTOMER ID: LOC# : ADDITIONAL REMARKS SCHEDULE Page 2 of 2 AGENCY AFFIRMATIVE INSURANCE SERVICES INC NAMED INSURED TANNER VALUATION GROUP, LLC JAMES D. TANNER 405 SPRING ST CHERRYVILLE NC 28021-3538 POLICY NUMBER SEE ACORD 25 CARRIER SEE ACORD 25 NAIC CODE EFFECTIVE DATE:SEE ACORD 25 ADDITIONAL REMARKS THIS ADDITIONAL REMARKS FORM IS A SCHEDULE TO ACORD FORM FORM NUMBER:ACORD 25 FORM TITLE:CERTIFICATE OF LIABILITY INSURANCE Blanket Waiver of Subrogation applies in favor of the Certificate Holder per the Waiver of Our Right to Recover from Others Endorsement WC000313, attached to this policy. Certificate holder is an additional insured per the Business Liability Coverage Form SS0008, attached to this policy. RE:Policy Location for Employees Performing Job (Work Comp): 702 E MAIN ST, CHERRYVILLE, NC 28021-3419 Payroll for job to support waiver (Work Comp): 93,600 Do we need to add this amount to the estimated payroll on the policy (Work Comp)?: No Docusign Envelope ID: 267ECFE9-0243-4926-8FEA-9E6D6EBB3DDB