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Home My WebLink About2026-106-E-AMS-Kennon Craver-Crisis Diversion Facility_Acquisition and Legal Services 1 STATE OF NORTH CAROLINA ORANGE COUNTY FIRST AMENDMENT TO SERVICES AGREEMENT NO RFP/RFQ This First Amendment To Services Agreement No RFP/RFQ is entered into this the 1st day of March 2026 by and between Orange County, North Carolina, a body politic and corporate organized under the laws of the state of North Carolina, (the “County”) and Kennon Craver, PLLC (the “Provider”). WITNESSETH: WHEREAS, County and Provider entered into an agreement titled “Services Agreement No RFP/RFQ” dated August 28, 2024 (the “Contract”), which such Contract is incorporated herein by reference; and WHEREAS, the Parties desire to amend certain terms of the Contract as specifically agreed to herein below; and NOW THEREFORE, for good and valuable consideration, the receipt and sufficiency of which is hereby acknowledged, the parties hereto agree as follows: 1) The term of the Contract is extended from 8/1/2025 to 12/31/2026. 2) The Basic Services to be furnished under the Contract shall be amended to include closing services related to the purchase of the Property and drafting and negotiating a Declaration with easements with the seller related to the future development of the Property. 3) The maximum amount payable for compensation for Basic Services is hereby increased by $6,500. IN WITNESS WHEREOF, the parties hereto have executed and delivered this First Amendment To Services Agreement No RFP/RFQ with legal and binding effect as of the first day above written. Orange County Kennon Craver, PLLC By: _____________________ By: _________________________ Name: _____________________ Brian M. Ferrell Title: _____________ Member This instrument has been preaudited in the manner required by the Local Government Budget and Fiscal Control Act. ______________________________ Office of the Finance Director This instrument has been approved as to form and legal sufficiency. _______________________________ Office of the County Attorney Docusign Envelope ID: 0AA2E5D8-C2BA-49D1-8EEC-88B73E263DDD 3/19/2026 3/30/2026 3/31/2026 3/31/2026 4011 university drive, suite 300, durham, nc 27707  post office box 51579, durham, nc 27717-1579 TELEPHONE 919 490 0500 FAX 919 490 0873  www.kennoncraver.com bferrell@kennoncraver.com FIRST AMENDMENT TO ENGAGEMENT MEMORANDUM To: Orange County, North Carolina Attn: Alan Dorman, Asset Management Services Assistant Director Via Email: adorman@orangecountync.gov From: Brian M. Ferrell, Attorney, Kennon Craver, PLLC Date: March 5, 2026 ___________________________________________________________________________________ We appreciate the opportunity to continue assisting the County with the acquisition and associated legal services related to property located on Waterstone Drive, Hillsborough, NC to be developed for use as a Crisis Diversion Facility (the “Property”). This Memo updates and otherwise amends our existing engagement to add additional legal services to our scope of work to include closing services related to the purchase of the Property and negotiating a Declaration and related easements for the future development of the Property. We will continue to bill the County for services rendered pursuant to the terms of our existing engagement. Our fees for the additional legal services identified in this Memo will not exceed $6,500.00. Docusign Envelope ID: 0AA2E5D8-C2BA-49D1-8EEC-88B73E263DDD Revised 01/24 1 ORANGE COUNTY—INTERNAL USE ONLY ______________________________________________________________________________ Finance Information Vendor Name: Kennon Craver, PLLC Vendor Contact Person: Brian Ferrell Phone: 919-490-0500 Address: 4011 University Drive, Suite 300 City Durham State: NC Zip: 27707 Department: AMS Amount: $6500.00 Purpose: Crisis Diversion Facility_Acquisition and Legal Services Budget Code(s): 61370035-870000-10080 Vendor # 62291 Vendor Status with NCSOS: Vendor is a BOCC consultant: Yes No Contract Details Contract Type: New Amendment (Original Contract: 08/01/2024) (Most Recent Amendment ) Effective Date 08/01/2025 End Date 12/31/2026 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: ) 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: 0AA2E5D8-C2BA-49D1-8EEC-88B73E263DDD 3/16/2026 3/27/2026 3/30/2026 3/31/2026 Revised 01/24 2 Office of the Clerk to the Board __________________________________________Date:_________ Docusign Envelope ID: 0AA2E5D8-C2BA-49D1-8EEC-88B73E263DDD Docusign Envelope ID: 0AA2E5D8-C2BA-49D1-8EEC-88B73E263DDD (09/01/2018) PolicyForm Declarations Kennon Craver PLLC 4011 University Dr, Suite 300 Durham, NC 27707 Policy Number:0022032-LPL-22 Policy Period: 05-01-2025 to 05-01-2026 12:01A.M. Standard Time at the address of the Named Insured stated herein. Prior Acts Date of Named Insured: May 1, 2003 Limits of Liability:A. $5,000,000 A.Applicable to any claim or one or more related claims. B. $5,000,000 B.Aggregate limit of the Company’s liability for all damages and claims expenses without regard to the number of Insureds, Extended Reporting Endorsements, claims, suits, or claimants. Deductible: (including claims expenses) C. $50,000 C.See INSURING AGREEMENT VI. Deductible and Limit of Liability. Premium:$46,374.00 Endorsement Attachments: 012 052 069 In witness whereof, Lawyers Mutual Liability Insurance Company of North Carolina has caused this Policy to be signed by its President and countersigned by a duly authorized agent of the Company. Lawyers Professional Liability Policy (This is a Claims-Made and Reported Policy. Defense costs are a part of the Policy Limits and reduce the amount available to pay losses. You should read your Policy for a complete understanding of its Terms, Conditions & Coverages). Docusign Envelope ID: 2FB408C2-A133-4231-B923-EB780761BDEBDocusign Envelope ID: 0AA2E5D8-C2BA-49D1-8EEC-88B73E263DDD END #: 012 (08/01/2015)AttyListPALE Insured Listing / Prior Acts Date Endorsement This Endorsement, effective 12:01 A.M. on May 1, 2025 forms a part of Policy No. 0022032-LPL-22 (the "Policy") issued by LAWYERS MUTUAL LIABILITY INSURANCE COMPANY OF NORTH CAROLINA and applies to KENNON CRAVER PLLC (the "Named Insured"). It is hereby understood and agreed that as to each Insured listed below, this Policy shall not apply to such Insured's act(s) or omission(s), or series of related act(s) or omission(s), occuring or beginning prior to the date listed individually for each Insured below ("Prior Acts Date"). All Policy provisions, terms, exclusions, and conditions, except as provided otherwise in this Endorsement, remain in full force and effect. Name Licensing State (or Other) License Number Prior Acts Date 1 William Albert Anderson III NC 29085 10-02-2000 2 Gwendolyn C Brooks NC 26502 09-17-1999 3 James Robert Easthom NC 23489 06-14-1998 4 Brian M Ferrell NC 27819 04-03-2002 5 William T Hutchins Jr.NC 22129 06-01-1995 6 Henry William Sappenfield NC 37419 12-03-2007 7 Leigh Puryear Vancil NC 27342 03-01-2007 8 Candace B Minjares NC 50378 02-01-2016 9 Elaina A Womble NC 527714 09-04-2018 10 Julia G Henry NC 45427 07-15-2020 11 Keith E Hartley NC 53489 01-07-2022 12 Jason Edward Spain NC 46421 02-01-2023 13 Julia S Meister NC 58003 04-10-2023 14 Corinne E OReilly NC 61043 09-18-2023 15 Zena G Maddux NC 60980 01-08-2024 Docusign Envelope ID: 2FB408C2-A133-4231-B923-EB780761BDEBDocusign Envelope ID: 0AA2E5D8-C2BA-49D1-8EEC-88B73E263DDD END #: 052 (08/01/2015)LegalSvcs Endorsement Excluding Legal Services Not Provided for the Named Insured Law Firm This Endorsement, effective 12:01 A.M. on May 1, 2025 forms a part of Policy No. 0022032-LPL-22 (the “Policy”) issued by LAWYERS MUTUAL LIABILITY INSURANCE COMPANY OF NORTH CAROLINA and applies only to KENNON CRAVER PLLC (the “Named Insured”) and amends the Policy as follows: This Policy shall not apply to the rendering of or failure to render legal services by an Insured unless the act(s) or omission(s) in the rendering of or failure to render legal services were within the scope of and in furtherance of duties for the Named Insured. This Endorsement shall not apply to any lawyer named in Endorsement #012 for act(s) or omission(s) on and after the prior acts date and before the date of employment by the Named Insured. For purposes of this Endorsement, act(s) or omission(s) in the rendering of or failure to render gratuitous legal services for those who are referred by a legal services office qualified for funding by the Federal Legal Services Corporation or sponsored by the North Carolina Bar Association shall be deemed to be within the scope of and in furtherance of duties for the Named Insured. All Policy provisions, terms, exclusions, and conditions, except as provided otherwise in this Endorsement remain in full force and effect. Docusign Envelope ID: 2FB408C2-A133-4231-B923-EB780761BDEBDocusign Envelope ID: 0AA2E5D8-C2BA-49D1-8EEC-88B73E263DDD END #: 069 (06/20/2017)FFEE(REwSH) Financial Fraud Exclusionary Endorsement (Real Estate with Safe Harbor) This Endorsement, effective 12:01 A.M. on May 1, 2025 forms a part of Policy No. 0022032-LPL-22 (the "Policy") issued by LAWYERS MUTUAL LIABILITY INSURANCE COMPANY OF NORTH CAROLINA. It is hereby understood and agreed that as a condition of the issuance of this Policy, the EXCLUSIONS AND LIMITED WAIVER I. Exclusions, section of the Policy is hereby amended to add this Specific Acts Exclusion. All Policy provisions, terms, and conditions, except as expressly provided otherwise in this endorsement, remain in full force and effect. Irrespective of whether the act(s) or omission(s) alleged in support of a claim, suit, or theory of liability presented in a suit, would fall within INSURING AGREEMENT, I. Coverage - Attorney, II. Coverage - Fiduciary or III. Coverage - Arbitrator & Mediator, this Policy does not afford to any Insured any coverage or benefits whatsoever, including, but not limited to, any right to any defense, with respect to: any claim, or any theory of liability asserted in a suit, based in whole or in any part upon any act(s) or omission(s) of any Insured arising out of, related to, or on account of the loss, misappropriation, or attempted misappropriation of funds, through any dishonest, deceitful, or fraudulent scheme or means, including but not limited to written, electronic, telegraphic, cable, teletype, facsimile, or telephone communications or access to, use of, or change to any software, application, data, or information within any computer, server, electronic device, or electronic account of an Insured. This exclusion applies regardless of whether any other act(s) or omission(s) contributed concurrently or in any sequence to the loss, misappropriation, or attempted misappropriation of funds. This exclusionary endorsement shall apply only to funds directly or indirectly connected with or related to any purchase, sale, financing, or refinancing of real estate. Provided, however, that this endorsement shall not apply to the loss, misappropriation or attempted misappropriation of funds (1) wired or electronically transmitted by or on behalf of a client if any Insured had previously obtained the client’s written agreement to terms of engagement applicable to the representation that identified a specific IOLTA Trust Account as the only bank account to be used, and that warned the client substantially as follows: “BEFORE SENDING ANY WIRE, CALL OUR OFFICE TO VERIFY THE INSTRUCTIONS. WE WILL NOT CHANGE WIRING INSTRUCTIONS. IF YOU RECEIVE WIRING INSTRUCTIONS FOR A DIFFERENT BANK, BRANCH LOCATION, ACCOUNT NAME OR ACCOUNT NUMBER, THEY SHOULD BE PRESUMED TO BE FRAUDULENT. DO NOT SEND ANY FUNDS AND CONTACT OUR OFFICE IMMEDIATELY. FAILURE TO FOLLOW THIS PROCEDURE ENDANGERS YOUR FUNDS,” or (2) disbursed by or on behalf of any Insured in accordance with a written, original, notarized disbursement instruction authorizing the wiring or electronic transmission of the funds. Docusign Envelope ID: 2FB408C2-A133-4231-B923-EB780761BDEBDocusign Envelope ID: 0AA2E5D8-C2BA-49D1-8EEC-88B73E263DDD