HomeMy WebLinkAbout2025-750-E-County Mgr-Carolina Demography-School Enrollment ProcessThe University of North Carolina at Chapel Hill
Carolina Demography –Carolina Population Center
123 W. Franklin St., Suite 210
Chapel Hill, NC 27516
Recharge Core Agreement
Client Name: Client Contact:
Client Email: Client Phone:
Client Address:
Send Invoice to: (if different from above):
Not to Exceed Cost: Start Date: End Date:
Client PO Number: Client Credit Card Number:
Description of Services:Specialized Services set forth in Exhibit A.
Terms and Conditions
1)Services.The University of North Carolina at Chapel Hill (“University”) offers a wide range of services, including custom
population estimates and projections at the state, regional, or local level; mapping and spatial analysis; and workshops
through the Carolina Population Center’s Carolina Demography Core (“Facility”).Client has instructed Facility to undertake the
specific services described above (the “Services”).In consideration of Client’s payment to the Facility in accordance with the terms
stated herein,the Facilityshall performthe Services. Should the Services provided under this Agreement include the provision of human
tissue or samples by Facility, Client agrees to use said human tissue or samples only for internal research and development purposes and
shall not commercialize the human tissue or samples provided. Client further agrees not to transfer said human tissue or samples to any
third party without Facility’s express written permission. If Client is providing human tissue or samples to be used by Facility in
performance of the Services hereunder, Client certifies it has all necessary rights to provide Facility with said tissue or samples.
2)Reports.Facility shall provide Client with a report regarding the data obtained in the course of the Services. The report shall be
maintainedasconfidentialpursuanttoSection3below. ClientrecognizesthattheresultsoftheServiceswhichdonot disclose Confidential
Information provided hereunder may be deemed publishable by University, and that the University employeesengaged in the Services
shall be free to publish these results, consistent with the obligations imposed in Section 3 of this Agreement.
3)Confidentiality.AnyconfidentialorproprietaryinformationdisclosedbyClienttoUniversity(“ConfidentialInformation”)shallbe
disclosed in writing and designated as confidential and/or proprietary, or if disclosed orally, shall be confirmed in writing and
designated confidential and/or proprietary within thirty (30) days of such disclosure. University shall use the Confidential Information
only for the purpose of this Agreement and further agrees that it will not disclose or publish such Confidential Information except
that the foregoing restrictions shall not apply to: (a) Confidential Information which is or becomes publiclyknown through no breach
of this agreement by University; (b) Confidential Information learned from a third party entitled to disclose such information; (c)
Confidential Information already known to or developed by University prior to receipt hereunder, or information independently
developed at any time by University personnel not privy to the Confidential Information, as shown by University’s written records; or
(d) Confidential Information required to be disclosed by operation of law (including, but not limited to, the North Carolina Public
Records Act) or court order. The obligation of confidentiality imposed by this Section shall expire three (3) years following the
expiration or termination of this Agreement. University will use a reasonable degree of care to prevent the inadvertent, accidental,
unauthorized, or mistaken disclosure or use by its employeesofConfidential Information. For avoidanceofdoubt, data,information,
results,materials,orproductsoftheServices shall be considered Confidential Information for thepurposes of this Agreement.
Orange County, North Carolina Kirk Vaughn
kvaughn@orangecountync.gov 919-245-2153
PO Box 8181, Hillsborough, NC 27278
$35,072.00 September 2025 May, 2026
N/A
Docusign Envelope ID: C386BFE3-5F8F-4CD6-A728-AB0191D12F78
4)IntellectualProperty.ItisnotanticipatedthatintellectualpropertywillariseinUniversity’s performance oftheServices. However,
in the event of an invention by at least one employee of University the intellectual property shall be owned as follows: a) Inventions
which involve the use of, composition of, or improvement to Client-provided materialsor information, or a derivative, analogue thereof
shall belong to Client; and b) Inventions which cover a scientific or analytical measurement process, technique, procedure, medium,
device or other process which is not unique to characterizing, testing, or fabricating Client's proprietary materials or does not derivefrom
Client-provided materials or Client’s Confidential Information shall be owned by University.
5)Publicity.Neither party will use thename of the other party in any publicity, advertising, or news release without the prior written
approval of the authorized representative of the other party. Notwithstanding the above, University reserves the right to disseminate the
analysis or parts thereof resulting from the Services provided under this Agreement in a public forum, such as its blog, and to publish the
working relationship between Client and University for the provision of the Services related to this Agreement.
6)Termination.Either party may terminate this Agreement upon prior written notice to the other party. All reasonable costs and
non-cancelable obligations incurred byUniversityat the time of said termination shall bereimbursed by Client. At the request of Client,
all unused Client-provided materialsat the timeof termination shall either bereturned to Client or destroyedbyUniversityat theClient's
expense.
7)Independent Contractor.In the performance of the Services, University shall be deemed to be and shall be an independent
contractor.
8)No Warranties and Indemnity.University makes no warranties, express or implied, regarding the quality of product produced
under this Agreement. Universityshall use its reasonable efforts to perform the Services. University does not warrant or guarantee any
results from a given project. University shall not be liable for Client's use of the report or other information provided byUniversity. To
the extent permitted bylaw, Client shallindemnifyand hold harmlessUniversityagainst any claims and costs (including attorney’s fees)
arising out of Client's commercial sale or distribution of products or processes developed under this Agreement.
9)Export Control.University will not accept export-controlled materials or technical information under this Agreement. Client
herebyrepresents and warrantsthat materials andtechnical information provided to Universitydo not require any license from the U.S.
government before being exported.
10)Hazardous Materials.All materials provided by Client must be accompanied by the appropriate environmental and safety
information for those materialsas required bylaw.
11)GoverningLaw.ThisAgreementshallbegovernedand construedinaccordance withthelawsofthe StateofNorth Carolina.
12)Payment Terms. Net 30 days upon receipt of invoice. Checks shall be made payable to: University of North Carolina at Chapel
Hill and sent to:
Carolina Demography
123 W. Franklin St., Suite 210
Chapel Hill, NC 27516
Tax ID 56-600-1393
13)Entire Agreement.This Agreementcontainsthe entire agreement between the partiesrespecting the subject matter and supersedes
or cancels all previous negotiations, agreements, commitmentsand writings between theparties on the subject of this Agreement. Should
processing of this Agreement require issuance of a purchase order or other contractual document, all terms and conditions of said
document are hereby deleted in entirety. This Agreement may not be amended in any manner except byan instrument in writing signed
bythe dulyauthorized representatives of each of the parties hereto.
ByAuthorized Official of
The Universityof North Carolina at Chapel Hill ByAuthorized Official of Client
By: By:
Name:Diane Koltz Name:
Title:Contracting Officer Title:
Date:Date:
Travis Myren
County Manager
Docusign Envelope ID: C386BFE3-5F8F-4CD6-A728-AB0191D12F78
12/11/2025 12/16/2025
EXHIBIT A
The Services to be rendered pursuant to this Agreement are as follows (fully describe
services to be provided): Carolina Demography will provide a 10 year enrollment forecast
for both Orange County Schools and Chapel Hill-Carrboro City Schools, final report and
presentation to Board of County Commissioners.
Docusign Envelope ID: C386BFE3-5F8F-4CD6-A728-AB0191D12F78
Revised 01/24
1
ORANGE COUNTY—INTERNAL USE ONLY
______________________________________________________________________________
Finance Information
Vendor Name: Carolina Demography Vendor Contact Person: Diane Koltz Phone: Address: 123 W.
Franklin St., Suite 210 City Chapel Hill State: NC Zip: 27516 Department: County Manager- Budget Division
Amount: $35,072 Purpose: School Enrollment Process Budget Code(s): 10895020 630000 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: 12/1/25); 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: C386BFE3-5F8F-4CD6-A728-AB0191D12F78
12/14/2025
12/15/2025
12/15/2025