12-7D6 DHSS JIRD PO-27.pdf

FORM PO-27 Teller ATM Lease Specifications (2023) NC-eProcurement (eVP)version 001

STATE OF NORTH CAROLINA

Department of Administration

State Property Office – Leasing Section

Request for Proposal #: SPO-12-7D6

DEPARTMENT OF HEALTH AND HUMAN SERVICES

J. Iverson Riddle Developmental Center ATM

Date Issued: October 5, 2026

Proposal Closing Date: October 21, 2026

At 4:00 PM ET

Direct all inquiries concerning this RFP to:

Agency Contact Drew Middleton

Property and Construction Division

Email: Drew.Middleton@dhhs.gov Phone:(919)-630-6334

NOTICE TO PROPOSERS

1. READ, REVIEW AND COMPLY: It shall be the Proposer’s responsibility to read this entire document, review all enclosures and attachments, and any addenda thereto, and comply with all requirements specified herein, regardless of whether appearing in these Instructions to Proposers or elsewhere in this RFP document.

2. PROPOSAL SUBMITTAL

All proposals shall be submitted electronically via the North Carolina eProcurement Electronic Vendor Portal (eVP) website. For additional information, the Vendor Training | NC eProcurement page includes online training videos and a link to Viewing and Responding to Solicitations in eVP.

There is No Fee for lease proposal submittal through North Carolina eProcurement Electronic Vendor Portal (eVP) .

Failure to submit a proposal in strict accordance with these instructions may constitute sufficient cause to reject a vendor’s proposal(s).

3. CRITICAL UPDATED INFORMATION: This RFP may be updated to include critical information in an Addenda. It is important that all Proposers proposing on this RFP periodically check the State’s IPS website for any Addenda that may be issued prior to the proposal opening date. All Vendors shall be deemed to have read and understood all information in this RFP and all Addenda thereto.

4. LATE PROPOSALS: It shall be the Proposer’s sole responsibility to ensure the timely delivery of proposals at the designated office by the designated time.

5. ACCEPTANCE AND REJECTION: The State reserves the right to reject any and all proposals, to waive any informality in proposals and, unless otherwise specified by the Proposer, to accept any item in the proposal.

6. CERTIFICATE TO TRANSACT BUSINESS IN NORTH CAROLINA: As a condition of the lease award, each Proposer that is a corporation, limited-liability company or limited-liability partnership shall have, and shall maintain throughout the term of The Lease, Registration to Transact Business in North Carolina from the North Carolina Secretary of State, as required by North Carolina law.

7. PROPOSER REGISTRATION AND SOLICITATION NOTIFICATION SYSTEM: The North Carolina eProcurement Electronic Vendor Portal (eVP) allows Proposers to electronically register free with the State to receive electronic notification of current procurement opportunities for goods and Services of potential interests to them available on the Interactive Purchasing System, as well as notifications of status changes to those solicitations. Online registration and other purchasing information is available at the following website:

https://evp.nc.gov/

Note: Be aware that vendor data may expire every 30 days when using the NC electronic Vendor Portal, so allow adequate time when attempting to respond to time-sensitive deadlines.

https://eprocurement.nc.gov/training/vendor-training https://eprocurement.nc.gov/training/vendor-training/viewing-and-responding-solicitations-evp

NOTE TO PROPOSER

ELECTRONIC RESPONSES ONLY WILL BE ACCEPTED FOR THIS SOLICITATION

IN ORDER TO BE CONSIDERED, YOUR PROPOSAL SHALL BE SUBMITTED IN STRICT ACCORDANCE WITH THESE INSTRUCTIONS PRIOR

TO THE ADVERTISED CUT-OFF TIME.

BY 4:00 PM, October 21, 2026.

ALL PROPOSALS SHALL BE SUBMITTED ELECTRONICALLY VIA THE NORTH CAROLINA EPROCUREMENT ELECTRONIC VENDOR

PORTAL (eVP)

For additional information, the NC eProcurement Vendor Training page includes online training videos and a link to Viewing and Responding to Solicitations in eVP. eVP has a file size limitation of 24MB. If the proposal exceeds 24MB, the proposal or space plans should be split into multiple files. Proposers are to use the following naming standard when submitting proposals:

[PROPOSAL NUMBER]_[PROPOSER NAME]_[MthDayYr] (ex. SPO-92-501_ACME-LLC_070120)

NOTE: Failure to submit a proposal in strict accordance with these instructions may constitute sufficient cause to reject the vendor’s proposal(s).

PROPOSALS MAILED, E-MAILED OR HAND-DELIVERED TO THE DEPARTMENT OF ADMINISTRATION BUILDING WILL

NOT BE ACCEPTED AND SHALL NOT BE CONSIDERED.

Following the selection of any proposal and its placement on the Council of State Agenda, if applicable, by the State Property Office, there shall be no further negotiations with those who presented proposals that were not selected for the Agenda.

SPECIAL NOTE:

In accordance with the North Carolina Administrative Code (Title I North Carolina Administrative Code, Chapter 6B.0212) a proposer's meeting will be required following the cut-off date for receiving proposals for leases with rental exceeding $150,000 annually (including renewal options). A proposer’s meeting might not be required if the initial proposal(s) are less than $150,000 in annual rent. After the original proposals are received and site visits made the proposer's meeting will be conducted by the State Property Office at a time and place to be announced by the State Property Office. At this meeting, the selected proposers will submit their lowest price proposal.

IN LIEU OF THE PROPOSER OR ITS AGENT BEING PRESENT AT THE PROPOSER’S MEETING, THE PROPOSER MUST SUBMIT THE FINAL PRICE PROPOSAL TO THE STATE PROPERTY OFFICE AGENT OR TO THE PHYSICAL LOCATION OF THE MEETING BEFORE THE COMMENCEMENT OF THE PROPOSER MEETING. IT IS THE PROPOSER’S RESPONSIBILITY TO ENSURE THE FINAL PRICE PROPOSAL IS RECEIVED BY THE STATE PROPERTY OFFICE AGENT BEFORE COMMENCMENT OF THE PROPOSER’S MEETING.

Due to the health risks associated with COVID-19, The Proposer’s meeting MAY be held virtually. Instructions for the meeting will be provided under separate cover.

Annual per-square-foot rental rates which include indeterminable percentage increases(s), such as uncapped consumer price index increases, etc. shall not be accepted during either the initial term or the renewal period.

Pursuant to Articles 3 and 3C, Chapter 143 of the North Carolina General Statutes and Executive Order No. 25, the State invites and encourages participation in this procurement by Historically Underutilized Businesses (HUBs) consisting of minority, women, and disabled business firms that are at least fifty-one percent owned and operated by the individual(s) of the aforementioned categories. Also included in this category are disabled business enterprises and non-profit work centers for the blind and severely disabled.

The State of North Carolina encourages the submission of proposals covering “green buildings”. Components such as site, enclosures, infrastructure, contents, and materials in “green building” result in reduced costs in operation, energy, maintenance, and insurance as well as could improve employee motivation and productivity.

Pursuant to North Carolina General Statute 146.25-1, the Department of Administration shall give preference to lease proposals involving buildings identified by the North Carolina Historical Commission as having historic, architectural, or cultural significance.

Pursuant to North Carolina General Statute 146.25-1(b), the Department of Administration may negotiate on relevant factors that represent the best interest of the State. Relevant factors may include but are not limited to, timeliness of delivery of the proposed space, maintenance, upkeep, and condition of the proposed space, and prior performance of the proposer.

https://eprocurement.nc.gov/training/vendor-training https://ncadmin.nc.gov/nc-bids-faqs-vendors

SPECIFICATIONS FOR SPACE TO BE LEASED BY THE STATE OF NORTH CAROLINA

NORTH CAROLINA DEPARTMENT OF HEALTH AND HUMAN SERVICES

I. GENERAL INSTRUCTIONS

After reading and fully understanding these specifications, prepare your proposal as follows:

Submit all documentation supporting your proposal, including the proposal form. Supporting documentation should include, but is not limited to the following:

- The Executive Summary consists of the proposal cover letter highlighting the contents of the proposal and bearing the authorized representative’s signature.

- Background information on the organization and should give details of experience with similar products. A list of references (including contact persons and telephone numbers) for whom similar work has been performed.

- Full description of plans and intentions for your use of the space. Be as detailed as possible. Provide documentation showing you have researched all the required permits for your proposed operation.

- The premises is to be leased as is. Any improvements will be at the Proposer’s expense. Provide information on improvements you propose to make to the premises. This may include up-fit construction and/or new construction. Provide a timeline for the startup of your proposed operation.

- A current financial statement or similar evidence of financial stability for each person or firm making this proposal.

II. SCOPE

The North Carolina Department of Health and Human Services (NCDHHS), J. Iverson Riddle Developmental Center is requesting the submission of proposals by banking/financial institutions for providing and operating an Automated Teller Machine (ATM).

III. LEASE AGREEMENT

It is anticipated the lease will be effective January 1, 2027, or a date satisfactory to the State. The proposer may include alternate effective date for consideration. The Lease Agreement will be prepared by the State and will include pertinent portions of the Request for Proposals, the Proposal submitted, and other items that the State deems applicable.

IV. LEASE PERIOD

The Lease shall be for a minimum (3) three-year initial term, with renewals desired; renewal period upon mutual agreement by both parties.

V. RENTAL

Rental payments are to be delivered by the 10th day of each month. Rental payment will be made in 12 monthly payments. Payments of rent not delivered within thirty (30) days of the due date will bear interest beginning on the due date at the rate established by law for State agency past-due accounts receivable. In addition, payments of rent not delivered within ninety (90) days of the due date will be assessed as a late fee equal to five (5%) of the original amount due.

VI. LOCATION

J. Iverson Riddle Developmental Center 300 Enola Road Morganton, North Carolina 28655

VII. DESCRIPTION OF SPACE OFFERED

The ATM will be located in a specific location at the J. Iverson Riddle Developmental Center designated by the Center Manger and consist of ±120 Square feet of space.

VIII. ACCEPTANCE AND REJECTION

The right is reserved by the State (Lessor) to accept or reject any and all proposals or to waive any informality in the Proposals.

IX. SAVE HARMLESS

Lessee agrees to indemnify, defend and save harmless the State of North Carolina and all of its agencies from any claim form and against any and all claims, suits and liabilities based upon damage to, or destruction of, any property or injury (including death) to any person arising out of or attributable to the performance or nonperformance by the Lessee.

X. INSURANCE

Lessee shall at its sole cost and expense procure and maintain in full force and effect during the term of the lease from an insurance company duly authorized to do business in North Carolina, insurance as appropriate for the conduct of the lease:

1. General Liability Coverage, on a Comprehensive Broad Form on an occurrence basis in the minimum amounts of $1,000,000 / $3,000,000 Combined Single Limit (C.S.L.). (Defense cost shall be in excess of the limits of liability) In addition, there shall be sub-limits of $1,000 premises medical payment per person; $10,000 premises medical payment per accident; and $100,000 care custody and control.

2. Workmen’s Compensation Insurance covers all of Lessee’s employees who are engaged in any work under the lease in keeping with all applicable laws. (State Statutory Limit)

3. Automobile Liability Insurance covers all of Lessee’s vehicles operating at the J. Iverson Riddle Developmental Center in keeping with all applicable laws.

4. Product liability insurance in the amount of $1,000,000 for bodily injury, including death, each person.

Lessee shall furnish to the State certificates evidencing insurance coverage before operation commences under the Lease. The State of North Carolina shall be named as additional insured on all policies. All certificates or policies shall provide that the insurance company will give the State of North Carolina thirty (30) days written notice prior to cancellation or any changes in stated coverage of any such insurance.

XI. LAWS

Lessee shall comply and secure compliance, at his cost and expense with all the requirements of all local, State, and Federal laws in carrying out his obligations under this Lease. This lease contract shall be governed by the laws of the State of North Carolina.

XII. SELECTED PROPOSAL

Supporting documentation for all properly submitted proposals will be evaluated to determine the qualified proposals. Evaluation of qualified proposals will be based on:

- desirability of the proposal as to how it will complement the total operation of the J. Iverson Riddle Developmental Center,

- demonstrated ability of the proposer(s) to execute the proposal submitted,

- demonstration of sufficient funds for the execution of the proposal submitted,

- the amount of rent offered,

- and all relevant factors that might affect the public interest.

Proposal forms for all proposals determined to be qualified will be evaluated for proper execution. The selected proposal will be the qualified proposal judged by the State to be in the best interest of the State.

XIII. LESSOR (LANDLORD) RESPONSIBILITIES

A. Lessor (Landlord) agrees to provide:

1. All utilities currently exist, except telephone, alarm, and computer line service.

2. Adequate garbage disposal.

3. Routine maintenance of grounds including lawn, shrubbery, sidewalks, and parking areas when applicable.

B. Lessor shall review and approve the design and installation plan, if applicable, to avoid any conflict with the State and the J. Iverson Riddle Developmental Center.

C. Lessor reserves the right to inspect Premises at any time.

D. Lessor cannot guarantee any volume or usage for the ATM.

E. If the facilities are destroyed because of fire, earthquake, hurricane, tornado, or other catastrophic natural event or act of God, the facilities may be rebuilt. Consideration will be given to the Proposer in the event of such disaster.

XIV. LESSEE (TENANT) RESPONSIBILITIES

A. General

1. Lessee must be an NC domestic, registered, and qualified financial institution.

2. A sublease arrangement is not acceptable.

3. Premises are presented “As Is”; lessee shall provide any improvements including the cement pads for the Kiosk and protective bollards if not present.

4. Lessee shall keep the ATM unit and Lessee’s area in acceptable condition.

5. It will be the sole responsibility of Lessee to provide installation, telephone, computer line services, alarm and all other special equipment needed for the control of temperature and/or humidity for the ATM site, which may not be included in the space as built. All installation cost will be the sole responsibility of Lessee.

6. Lessee must agree to keep the ATM in place for the duration of the lease regardless of the usage amount unless otherwise terminated. (See XIV-B.)

7. Lessee shall have access to a minimum of two (2) major national networks such as “Relay” or “Plus”.

8. Lessee shall charge reasonable transaction fees and in accordance with banking regulations, and in no event charge fees greater than those charged to customers in other ATM locations.

9. ATM access must utilize existing regional/national cards rather than requiring the issuance of any additional cards and/or access codes.

10. The proposer must have the approval of all applicable regulatory agencies and any such other approvals as may be required.

11. Lessee shall provide at least the following minimum banking services: withdrawals, deposits and transfers on a 24-hour basis.

12. All security requirements of the Lessee in connection with the servicing of its facility will be done at the sole cost and expense of Lessee and the State will have no obligation for any security precautions or measures with respect to the facility.

13. Lessee must agree to indemnify the State from any liability arising out of a long or short-term shutdown of the ATM site, for whatever reason.

14. Lessee shall not use the award of the Lease as part of any new release or commercial advertising.

15. Lessee can install and maintain external signage that will provide easy identification of the ATM by the general public as approved by the Center Manager.

B. Termination and Forfeiture

1. If Lessee shall fail to make any payment of rent when due or shall fail to comply with any agreement herein contained or any of the rules commenced by or against it in any legal proceeding to declare it bankrupt, insolvent, or unable to pay its debts, or shall make a general assignment for the benefit of its creditors, Lessor may enter and take possession of the premises and expel Lessee, therefrom, using such means and force as may appear expedient, without prejudice to other remedies available to Lessor. And, in such an event, Lessee hereby expressly waives notice to quit possession and such other formalities or conditions as may be required by law.

2. No entry by Lessor under this lease shall bar Lessor from the recovery of rent or damages for the breach of this lease by Lessee, nor shall the receipt of rent by Lessor after any such breach or delay by Lessor in enforcing its rights hereunder be deemed a waiver of any rights or privileges granted Lessor by this Lease.

3. Upon lease expiration and vacation of the premises by the Lessee, the Lessee will remove its personal property from the premises but will leave the concrete pad and bollards.

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PO-28 ATM PROPOSAL FORM

(Must be submitted before the deadline for proposal to be accepted)

Name:

Firm Name:

Address:

Telephone:

Email:

Lease term _________ years (3 years minimum) effective ____________________, or a date satisfactory to the State plus ___________(# of renewal periods) renewal period(s) of _______________ year(s) each (# of years in each renewal period) upon mutual agreement to by both parties.

I. Rental: I propose the following minimum annual rental during year one (1) of the lease. Rental for the year must be expressed as a flat rate. The annual rental increases will begin in year 2 of the agreement.

Year 1 _______________

Annual increases of ___% beginning in Year 2 for the term and renewals (2% minimum).

II. The selected proposer must register as a legal entity, if applicable, under North Carolina Law before the transaction is placed on the Council of State agenda. Failure to register may result in a delay in the approval process or rejection of the proposal.

III. I have read and accepted the request for proposals (specifications) on pages 2. through 7. and all attachments and stipulate that this proposal is made in keeping with the requirements therein. I understand that this proposal will be evaluated on the basis of the desirability of the proposal as to how it will complement the total operation of the J. Iverson Riddle Developmental Center, the demonstrated ability of the proposer(s) to execute the proposal submitted, demonstration of sufficient funds for the execution of the proposal submitted, the amount of rent offered, and all relevant factors that might affect the public interest. I further realize that the State may reject this proposal for any reason it deems warranty.

Historically Underutilized Business (HUB) consists of minority, women, and disabled business firms that are at least fifty-one percent owned and operated by an individual(S) of the categories. Also, included in this category are disabled business enterprises and Non-Profit work centers for the blind and severely disabled.

N.C.G.S. § 133-32 and Executive Order 24 prohibit the offer to, or acceptance by, any State Employee of any gift from anyone with a contract with the State, or from a person seeking to do business with the State.

By execution of this proposal, you attest, for your entire organization and its employees or agents, that you are not aware that any gift has been offered, accepted, or promised by any employee of your organization.

This proposal is made in compliance with the specifications furnished by the Department of Administration, State Property Office. I have read and accepted the request for proposal (specifications-PO-27) and all attachments and stipulate the proposal is made in keeping with the requirements therein. I understand that this proposal will be evaluated because of the desirability of the proposal as to how it will complement the total operation of the market.

Signature________________________________ Date ______________________

Signature________________________________ Date ______________________

SPECIAL NOTE: To be considered, this proposal must be submitted electronically to https://evp.nc.gov/

Deadline: October 21, 2026, 4:00 P. M. EST. MAILED, EMAILED, AND FAXED PROPOSALS NOT ACCEPTABLE

Department: NC DHHS Division: J. Iverson Riddle Developmental Center City: Morganton Agent: Allen Meadows

SPO#: 12-7D6

2. PROPOSAL SUBMITTAL