August 12, 2026 10:00 AM Local Time Electronic Submission

July 21, 2026 2:00 PM Local Time Union County Progress Building, Room #201 1407 Airport Road Monroe, NC 28110

Request for Qualifications No. 2027-003 Architectural and Engineering Services for Design and

Construction Administration, Union County Historic Post Office/West Franklin Street Renovations

Due Date:

Time:

Receipt Location:

Non-Mandatory Pre-Submittal Conference Date:

Time:

Location:

Procurement Contact:

Corey Brooks Procurement & Contract Management Director 704.283.3683 corey.brooks@unioncountync.gov mailto:corey.brooks@unioncountync.gov

Union County, North Carolina RFQ 2027-003 Architectural and Engineering Services for Design and Construction Administration, Union County Historic Post Office/West Franklin Street Renovations

Contents 1 Notice of Advertisement 2 Submittal Details

2.1 SUBMISSION DEADLINE AND DELIVERY ADDRESS

2.2 SUBMISSION REQUIREMENTS

2.3 SUBMITTAL QUESTIONS

2.4 PROPOSAL ADDENDUM

2.5 COMMUNICATION

3 Introduction

3.1 PURPOSE

3.1 COUNTY

4 Project Background 5 Project Description and Scope of Services 6 Detailed Submittal Requirements and Instructions

6.1 TERMS OF SUBMISSION

6.2 PROPOSAL FORMAT

6.2.1 Section A – Cover Letter

6.2.2 Section B – Firm Background and experience

6.2.3 Section C – Project Team

6.2.4 Section D – Project Management and Quality Control

6.2.5 Section E – Project Approach and Methodology

6.2.6 Section F – History of Similar Projects

6.2.7 Section G – Reputation of Firm

6.2.8 Section H – Required Forms

7 Evaluation Criteria and Selection Process

7.1 SELECTION PARTICIPANTS

7.2 EVALUATION SELECTION PROCESS

7.3 AWARD PROCEDURE

8 General Conditions and Requirements

8.1 CONTRACTUAL OBLIGATIONS

8.2 EQUAL EMPLOYMENT OPPORTUNITY

8.3 EXPENSE OF FIRM

8.4 E-VERIFY

8.5 INSURANCE

8.6 INDEMNIFICATION

9 Appendix A – SOQ Submission Form 10 Appendix B – Addendum and Anti-Collusion 11 Appendix C – Sample Vendor Payment Notification 12 Appendix D – Template DESIGN CONTRACT

RFQ 2027-003 Architectural and Engineering Services for Design and Construction Administration, Union County Historic Post Office/West Franklin Street Renovations

1 NOTICE OF ADVERTISEMENT

Request for Qualifications No. 2027-003

Architectural and Engineering Services for Design and Construction Administration, Electronic Statements of Qualifications (SOQs) will be received by the Union County Procurement Department until 10:00 AM local time on August 12, 2026. Late submittals will not be accepted.

A Non-Mandatory Pre-Submittal Conference will be held on July 21, 2026, at 2:00 PM local time at the Union County Progress Building, 1407 Airport Road, Monroe, NC 28110, Second Floor Conference Room #201. Representatives from Union County Facilities Management will be on hand to give a brief overview of the project and to answer questions. Attendance at this meeting is strongly encouraged.

Union County is soliciting SOQs from well-qualified Architectural or Engineering (A/E) firms interested in providing design and construction administration services for the Union County Historic Post Office & West Franklin Street Renovations. The Architectural and Engineering Design firm will be required to provide professional services in conjunction with the services of a Construction Manager at Risk (CMAR).

This is a Request for Qualification (RFQ). Responding firms are not required to submit price information nor work product with submittal packages. Compliance with NC G.S. 143-64.31 is required.

This solicitation may be examined at the Union County Procurement Department, 610 Patton Avenue, Monroe, NC 28112, Monday through Friday between the hours of 8:00 am and 5:00 pm. Copies of the solicitation may be obtained from the locations listed below:

1. Download the Solicitation Documents from the Union County Website https://www.unioncountync.gov/departments/bids-procurement/current-bids

2. Download the Solicitation Documents from the State of North Carolina eVP website: North

Carolina eVP - Solicitations (Search County of Union)

Union County (UC) reserves the right to reject any or all submittals, to waive technicalities and to make such selection deemed in its best interest. With limited response, Union County reserves the right to extend the solicitation opening date as appropriate in order to assure a competitive procurement process.

A North Carolina Architectural and/or Engineering License(s) is/are required for this project.

Offerors are required to comply with the non-collusion requirements set forth in the Solicitation Documents.

In accordance with N.C.G.S. 143-64.31, Union County will make good faith efforts to notify minority firms of this opportunity and encourages all qualified architectural and engineering firms to submit Statements of Qualifications.

https://www.unioncountync.gov/departments/bids-procurement/current-bids https://evp.nc.gov/solicitations/ http://www.ips.state.nc.us/

RFQ 2027-003 Architectural and Engineering Services for Design and Construction Administration, Union County Historic Post Office/West Franklin Street Renovations

2 Submittal Details

2.1 SUBMISSION DEADLINE AND DELIVERY ADDRESS

All submittals, for the services specified, are to be received by the Union County Procurement Department no later than 10:00 AM local time on August 12, 2026, per the instructions below.

Any submittals received after this date and time shall be rejected without exception.

2.2 SUBMISSION REQUIREMENTS

The Statement of Qualifications must be submitted electronically using the following link:

https://lfportal.unioncountync.gov/Forms/procurementsubmit. Select the Solicitation drop down arrow and choose this RFQ from the list. Complete the form, upload the SOQ as one complete document and select submit. The maximum size accepted is 20 MB. An email response will be sent to the address entered on the form as your confirmation of receipt.

The submittal must be signed by a person who is authorized to bind the proposing Company.

Instructions for preparing the SOQ are provided herein.

Paper submissions will not be accepted.

There is no expressed or implied obligation for Union County to reimburse Offerors for any expenses incurred in preparing a response to this request.

Union County reserves the right to reject any or all submittals, to waive technicalities and to make such selection deemed in its best interest.

Union County reserves the right to cancel this RFQ.

2.3 SUBMITTAL QUESTIONS

Submittal questions will be due on or before 5:00 PM local time on July 29, 2026. The primary purpose is to provide participating Offerors with the opportunity to ask questions, in writing, related to the RFQ. The County may respond with an addendum within three (3) calendar days.

Submit questions by e-mail to Corey Brooks at corey.brooks@unioncountync.gov by the deadline shown above. The email should identify the RFQ number and project title. All questions and answers may be posted as addenda on www.unioncountync.gov and North Carolina eVP website

2.4 PROPOSAL ADDENDUM

Union County may modify the RFQ prior to the date fixed for submission of SOQs by the issuance of an addendum.

Should an Offeror find discrepancies or omissions in this RFQ, or any other documents provided by Union County, the Offeror should immediately notify the County of such potential discrepancy in writing via email as noted above.

https://lfportal.unioncountync.gov/Forms/procurementsubmit mailto:corey.brooks@unioncountync.gov http://www.unioncountync.gov/

RFQ 2027-003 Architectural and Engineering Services for Design and Construction Administration, Union County Historic Post Office/West Franklin Street Renovations

Any addenda to these documents shall be issued in writing. No oral statements, explanations, or commitments by anyone shall be of effect unless incorporated in the written addenda. Receipt of Addenda shall be acknowledged by the Offeror on Appendix B, Addendum and Anti-Collusion form.

2.5 COMMUNICATION

All communications, any modifications, clarifications, amendments, questions, responses or any other matters related to this Request for Qualifications must be made only through the Procurement Contact noted on the cover of this RFQ. A violation of this provision is cause for the County to reject a Company’s proposal. No contact regarding this document with the Board of County Commissioners or other County employees is permitted and may be grounds for disqualification.

3 INTRODUCTION

3.1 PURPOSE

Union County is soliciting Statements of Qualifications from well-qualified Architectural or Engineering (A/E) firms interested in providing design and construction administration services for the Historic Post Office and West Franklin Street Renovations project.

3.1 COUNTY

The County (estimated population 247,508) is located in the central, southern piedmont. The County provides its citizens with a full array of services that include public safety, water/wastewater utilities and sanitation, human services, cultural and recreational activities, and general government administration.

4 PROJECT BACKGROUND

Union County recently acquired the commercial property located at 1678 West Franklin Street in Monroe, North Carolina. The approximately 41,000-square-foot building, formerly occupied by a grocery store, has been vacant for approximately five years. The County is evaluating the building for renovation and adaptive reuse to support current and future operational needs.

The project also includes renovations of the County's Historic Post Office building, which currently houses various County departments. The selected Architectural and Engineering (A/E) firm will work with the County to evaluate the needs of both facilities and develop design solutions that support the County's operational objectives.

Union County intends to deliver this project using the Construction Manager at Risk (CMAR) project delivery method. The selected A/E firm will work closely with Union County throughout planning and design to refine project requirements and develop design solutions that support the County's operational objectives

RFQ 2027-003 Architectural and Engineering Services for Design and Construction Administration, Union County Historic Post Office/West Franklin Street Renovations

5 PROJECT DESCRIPTION AND SCOPE OF SERVICES

The project description and scope of work include but is not limited to:

The project consists of providing complete architectural and engineering design services for the renovation and adaptive reuse of general office space in a retail commercial building located at 1678 West Franklin Street, Monroe, North Carolina. The space plan will include typical offices, meeting and conference rooms, restrooms, workrooms and other support spaces. Design will include demolition of current interior space, renovation of interior space, new furniture to accommodate staff and daily operations. The property sits on approximately 6-acre tract of land that is developed with a commercial shopping center consisting of (9) storefronts and associated parking lot and driveways. The approximate total square feet is 41,000 with the largest area at approximately 32,000 square feet and additional retail space at approximately 9,000 square feet.

The parking area consists of 201 regular spaces, and 10 handicap spaces for a total of 211 parking spaces.

The firm selected will provide complete architectural and engineering services for the design of the Historic Post Office / West Franklin Street Renovations as described in the Project Background and Scope of Services. The Architect/Engineer shall provide traditional basic architectural and engineering services including civil, structural, mechanical, plumbing, fire protection, electrical engineering, low voltage design and design coordination with Owner’s vendors for telecom, access control, video surveillance, AV design, interior design and other authorized special services appropriate to the project. The final scope of services, together with the A/E fee, will be included in the final executed agreement. The contracted services will include full and complete design services including site investigation and planning, building program identification and verification, schematic design, design development, construction documents including project specifications and project manual, cost estimating at each design phase, bidding services as needed, construction administration/supervision/quality control, and project close out.

Union County intends to deliver the project using the Construction Manager at Risk (CMAR) delivery method. The selected design firm will be responsible for collaboration and coordination with the CMAR firm during all phases of the design and construction. This coordination may include, but not be limited to, charrettes and general meetings to determine constructability, budget reconciliation and project value decision making. The designer and CMAR contracts will be separately led and managed by Union County.

A sample agreement (AIA Document B133-2019, as modified by Union County) is included as Appendix D for informational purposes. Firms are encouraged to review the sample agreement prior to submitting a Statement of Qualifications.

NOTE: This is a Request for Qualification (RFQ). Responding firms are not required to submit project specific scope information nor price. Do not submit price information nor work product with your submittal package. Each submittal package will be reviewed based on qualification criteria listed in this RFQ. In accordance with NC G.S. 143-64.31, the County will negotiate a contract with the best qualified firm based on the Scope of Work listed in this RFQ.

RFQ 2027-003 Architectural and Engineering Services for Design and Construction Administration, 6 DETAILED SUBMITTAL REQUIREMENTS AND INSTRUCTIONS

6.1 TERMS OF SUBMISSION

All material received from a person or company (“Respondent”) in response to this solicitation shall become the property of Union County and will not be returned to the Respondent. Any and all costs incurred by a Respondent in preparing, submitting, or presenting submissions are the Respondent’s sole responsibility and Union County shall not reimburse the Respondent. All responses to this solicitation will be considered a public record and subject to disclosure under applicable public records law.

Any material in a response which the Respondent considers a trade secret and exempt from disclosure as a public record under applicable law, including N.C.G.S. §§ 132-1.2 and 66-152, must be properly designated as a trade secret. In order to properly designate such material, the Respondent must: (i) submit any trade secret materials in a separate envelope, or file, from all other submitted material, being clearly marked as “Trade Secret – Confidential and Proprietary Information,” and (ii) stamp the same trade secret/confidentiality designation on each page of the materials therein which contain trade secrets.

To the extent consistent with public records law, Union County will make reasonable efforts to maintain the confidential nature of trade secrets, as determined by Union County and subject to the conditions set forth herein. Respondent understands and agrees by submitting a response to this solicitation, that if a request is made to review or produce a copy of any information in the Respondent’s materials which was properly labeled by the Respondent as a trade secret, Union County will notify the Respondent of the request and the date that such materials will be released to the requestor unless the Respondent obtains a court order enjoining that disclosure. If the Respondent fails to obtain the court order enjoining disclosure prior to that date, Respondent understands and agrees that Union County will release the requested information to the requestor on that date.

Furthermore, the Respondent also agrees to indemnify and hold harmless Union County and each of its officers, employees, and agents from all costs, damages, and expenses incurred in connection with refusing to disclose any material that has been designated as a trade secret by Respondent.

6.2 PROPOSAL FORMAT

The County desires all responses to be identical in format in order to facilitate comparison.

While the County’s format may represent a departure from the vendor’s preference, the County requests adherence to the format. All responses are to be in the format described below.

Offerors should prepare their SOQ in accordance with the instructions outlined in this section. The submittal should be one (1) complete document. Each Offeror is required to submit the SOQ electronically – Refer to page 3, 2.2. The SOQ should be prepared as simply as possible and provide a straightforward, concise description of the Offeror’s capabilities to satisfy the requirements of the RFQ.

RFQ 2027-003 Architectural and Engineering Services for Design and Construction Administration, Union County Historic Post Office/West Franklin Street Renovations

The utmost attention should be given to accuracy, completeness, and clarity of content. All parts, pages, figures, or tables should be numbered and clearly labeled. Response information should be limited to pertinent information only. Marketing and sales type information is not to be included.

The total length of the submittal, including cover letter, should be no more than 25 single-sided pages. Submittals should be on 8 ½” x 11" paper with an 11-point minimum text size.

Key personnel resumes may also be provided as an appendix to the document and will not count against the page limit. Covers, section acknowledgements, and the required forms, do not count against the page limit.

The submittal should be organized into the following sections:

• Section A – Cover Letter

• Section B – Experience

• Section C – Project Team

• Section D – Project Management and Quality Control

• Section E – Project Approach and Methodology

• Section F – History of Similar Projects

• Section G – Reputation of Firm

• Section H – Required Forms o Appendix A – Statement of Qualifications Submission Form o Appendix B – Addenda Receipt and Anti-Collusion

Omissions and incomplete answers may be deemed unresponsive. Please initial any corrections.

6.2.1 SECTION A – COVER LETTER

In your cover letter, include the following information about your company:

• Legal Company Name and DBA (if applicable)

Corporate Headquarters:

Address Telephone Number Website Address

Location Providing Service (if different from headquarters):

Address Telephone Number

• Name of Single Point of Contact (required in this section) Title

Direct Telephone Number and/or extension Direct Email Address

• A statement confirming the Offeror has reviewed the sample agreement included as Appendix D and is prepared to enter into the agreement without material

RFQ 2027-003 Architectural and Engineering Services for Design and Construction Administration, Union County Historic Post Office/West Franklin Street Renovations modifications. Any requested exceptions or proposed modifications to the sample agreement shall be identified and submitted with the Statement of Qualifications.

• Name of Person with Binding Authority

Title Address

Direct Telephone Number and/or extension Email Address

• Describe your interest in this project and the unique advantage your firm and team bring.

• Make the following representations and warranty in the cover letter, the falsity of which might result in rejection of its proposal: “The information contained in this SOQ or any part thereof, including any exhibits, schedules, and other documents and instruments delivered or to be delivered to the County, is true, accurate, and complete. This SOQ includes all information necessary to ensure that the statements therein do not in whole or in part mislead the County as to any material facts.”

6.2.2 SECTION B – FIRM BACKGROUND AND EXPERIENCE

Provide a representative summary of the firm's specialized experience providing architectural and engineering services for the renovation, rehabilitation, adaptive reuse, or restoration of governmental, institutional, commercial, or historic facilities of similar size and complexity. Include experience delivering projects using the Construction Manager at Risk (CMAR) delivery method. Reference recent experience with project costs and schedules as well as past performance on similar projects.

6.2.3 SECTION C – PROJECT TEAM

Provide a detailed organization chart that presents the team to be dedicated to this project.

This should include the project manager, engineers and/or architects, and other supporting staff to be used in completion of the work. Information to be included in this section shall include:

• Professional, relevant qualifications for up to five (5) projects, including the projects listed under the “History of Similar Projects” section of the response, the individual(s) had a significant role;

• Office location and number of year’s employee has worked with the current firm;

• Available time (in percent) that each team member may commit to this service;

• Current work load and recently awarded projects;

• Familiarity with the area where project is to be located;

• Administration capabilities;

• The specific experience the proposed project manager has in managing related or similar programs;

RFQ 2027-003 Architectural and Engineering Services for Design and Construction Administration, Union County Historic Post Office/West Franklin Street Renovations

• Subconsultants to be utilized in the execution of the project must be clearly identified within the organizational chart. Provide relevant qualifications for up to five projects for each subconsultant proposed as part of the project team. Projects listed should demonstrate prior successful teaming with the respondent.

6.2.4 SECTION D – PROJECT MANAGEMENT AND QUALITY CONTROL

Provide a brief description of the systems and methods employed by the firm to effectively manage proposed projects utilizing Construction Manager-at-risk methodology, including a summary on the management of: goal setting, managing client expectations, communications, scope, quality control, managing project schedule, cost, quality control/assurance, risk and stakeholders within prescribed budgets and change management.

6.2.5 SECTION E – PROJECT APPROACH AND METHODOLOGY

Provide a brief summary to include the approach for this project including the team and consultants as it relates to the previously defined scope.

6.2.6 SECTION F – HISTORY OF SIMILAR PROJECTS

Provide a minimum of five (5) representative projects including the following information for each project:

• Owner’s name and title;

• Owner’s contact person name, title, address, telephone number, and email address;

• Title and description of the project;

• Description of the services provided;

6.2.7 SECTION G – REPUTATION OF FIRM

Provide a record of successfully completed projects without major legal or technical problems.

State whether the firm has been involved in litigation or had a claim filed against it in the last five (5) years. If the answer is “yes”, please provide details of each suit or claim and the resolution of the matter.

6.2.8 SECTION H – REQUIRED FORMS

Submittals must include the following documents:

• Appendix A – Statement of Qualifications Submission (signed)

• Appendix B – Addenda Receipt and Anti-Collusion (signed)

RFQ 2027-003 Architectural and Engineering Services for Design and Construction Administration, Union County Historic Post Office/West Franklin Street Renovations

7 EVALUATION CRITERIA AND SELECTION PROCESS

7.1 SELECTION PARTICIPANTS

1. Maintaining the integrity of the RFQ process is of paramount importance for the County.

To this end, do not contact any member of the Union County Board of Commissioners or any member of the Union County staff regarding the subject matter of this RFQ until a selection is made, other than the County’s designated contact person identified in the introduction to this RFQ. Failure to abide by this requirement shall be grounds for disqualification from this selection process.

2. The Owner will establish an RFQ Evaluation Team to review and evaluate the submittals independently in accordance with the published evaluation criteria.

3. Union County reserves the right to conduct interviews with a shortlist of selected respondents.

4. At its sole discretion, the Owner may ask written questions of Offerors, seek written clarification, and conduct discussions with Offerors on the submittals.

5. At the Owner’s discretion, it will initiate negotiations with the Preferred Offeror. The “Preferred Offeror” is the Offeror that the Owner determines achieves the apparent best overall ranking. If the Owner is unable to execute a contract with the Preferred Offeror, negotiations with the Preferred Offeror may be terminated, and provided that such negotiations are terminated in writing, the Owner may proceed to negotiate with the next Preferred Offeror. The Owner will continue in accordance with this procedure until a contract agreement is reached or the selection process is terminated. Negotiations are at the Owner’s sole discretion.

--Intentionally Left Blank--

RFQ 2027-003 Architectural and Engineering Services for Design and Construction Administration, Union County Historic Post Office/West Franklin Street Renovations

7.2 EVALUATION SELECTION PROCESS

A weighted analysis of the evaluation criteria will be utilized to determine the Firm that represents the best value solution for the County.

In the evaluation and scoring/ranking of Offerors, the Owner will consider the information submitted in the RFQ as well as the meetings (if applicable) with the respect to the evaluation criteria set forth in the RFQ as follows on next page:

SOQ Evaluation Criteria Weights

Project Experience -Specialized or appropriate project experience;

-Past performance on similar projects;

-Understanding of specific needs for this project;

-Record of successfully completed projects without major legal or technical difficulties.

45%

Project Team and Availability of Resources -Qualified staff and proposed consultant team for the project;

-Current workload and availability to support the project;

-Familiarity with the area where the project is located;

-Administration capabilities.

40%

Project Management and Quality Control -Project management with respect to project goals, communication, and cost & schedule control;

-Ability to address project challenges in a timely and definitive manner;

10%

Project Approach -Proposed approach for the project including team and consultants.

5%

The initial evaluation criteria/factors and relative weights listed below will be used to recommend selection of the Proposed Offeror or for the purpose of selecting Short-Listed Offerors. The County may choose to award without engaging in interview discussions.

After identification of Short-Listed Offerors, the Owner may or may not decide to invite Short- Listed firms for interviews/demonstrations. If interviews are scheduled with the Short-Listed Offerors, previous evaluation and rankings are not carried forward. For the purpose of selecting a Preferred Offeror, the evaluation criteria will be given the following relative weights:

Interview Evaluation Criteria Weights

-Project Team and Availability of Resources -Project Experience -Project Management, Approach, and Quality Control

75%

-Quality and Relevance of Interview as it Relates to the Scope of the RFQ 25%

RFQ 2027-003 Architectural and Engineering Services for Design and Construction Administration, Union County Historic Post Office/West Franklin Street Renovations

7.3 AWARD PROCEDURE

The County reserves the right to make an award without further discussion of the submittals received. It is understood that any SOQ submitted will become part of the public record.

A submittal may be rejected if it is incomplete. Union County may reject any or all submittals and may waive any immaterial deviation in a submittal.

The County may accept that SOQ that best serves its needs, as determined by County officials in their sole discretion.

More than one submittal from an individual, firm, partnership, corporation or association under the same or different names, will not be considered.

County may select and enter into negotiations with the next most advantageous Offeror if negotiations with the initially chosen Offeror are not successful.

The award document will be a Contract incorporating, by reference, all the requirements, terms and conditions of the solicitation and the Offeror’s SOQ as negotiated.

8 GENERAL CONDITIONS AND REQUIREMENTS

8.1 CONTRACTUAL OBLIGATIONS

The contents of this submittal and the commitments set forth in the selected SOQ shall be considered contractual obligations, if a contract ensues. Failure to accept these obligations may result in cancellation of the award. All legally required terms and conditions shall be incorporated into final contract agreements with the selected Service Provider(s).

All payroll taxes, liability and worker’s compensation are the sole responsibility of the Proposer.

The Proposer understands that an employer/employee relationship does not exist under this contract.

8.2 EQUAL EMPLOYMENT OPPORTUNITY

All Firms will be required to follow Federal Equal Employment Opportunity (EEO) policies. Union County will affirmatively assure that on any project constructed pursuant to this advertisement, equal employment opportunity will be offered to all persons without regard to race, color, creed, religion, national origin, sex, and marital status, status with regard to public assistance, membership or activity in a local commission, disability, sexual orientation, or age.

8.3 EXPENSE OF FIRM

The Owner accepts no liability for the cost and expenses incurred by firms in responding to this Procurement. Each Firm that enters into the Procurement process shall prepare the required materials and the SOQ at its own expense and with the express understanding that the Firm cannot make any claims whatsoever for reimbursement from the Owner for the costs and expenses associated with the process, even in the event the Owner cancels this Project or rejects all submittals.

RFQ 2027-003 Architectural and Engineering Services for Design and Construction Administration, Union County Historic Post Office/West Franklin Street Renovations

8.4 E-VERIFY

E-Verify is the federal 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. Vendor/Firm shall ensure that Firm and any Subcontractor performing work under this contract: (i) uses E-Verify if required to do so; and (ii) otherwise complies with applicable law.

8.5 INSURANCE

One or more of the following insurance limits may be required if it is applicable to the project. The County reserves the right to require additional insurance depending on the nature of the agreement.

At Contractor’s sole expense, Contractor shall procure and maintain the following minimum insurances with insurers authorized to do business in North Carolina and rated A-VII or better by A.M. Best, or as otherwise authorized by the Union County Risk Manager.

A. WORKERS’ COMPENSATION

Statutory (coverage for three or more employees) limits covering all employees, including Employer’s Liability with limits of:

$500,000 Each Accident $500,000 Disease - Each Employee $500,000 Disease - Policy Limit

B. COMMERCIAL GENERAL LIABILITY

(for any agreement unless otherwise waived by the Risk Manager)

Covering Ongoing and Completed Operations involved in this Agreement.

$2,000,000 General Aggregate $2,000,000 Products/Completed Operations Aggregate $1,000,000 Each Occurrence $1,000,000 Personal and Advertising Injury Limit

C. COMMERCIAL AUTOMOBILE LIABILITY

(for any agreement involving the use of a contractor vehicle while conducting services associated with the agreement)

$1,000,000 Combined Single Limit - Any Auto

D. PROFESSIONAL LIABILITY

(only for any agreement providing professional service such as engineering, architecture, surveying, consulting services, etc.)

$1,000,000 Claims Made

Contractor shall provide evidence of continuation or renewal of Professional Liability Insurance for a period of two (2) years following termination of the Agreement.

RFQ 2027-003 Architectural and Engineering Services for Design and Construction Administration, Union County Historic Post Office/West Franklin Street Renovations

ADDITIONAL INSURANCE REQUIREMENTS

A. The Contractor’s General Liability policy shall be endorsed, specifically or generally, to include the following as Additional Insured:

UNION COUNTY, ITS OFFICERS, AGENTS, EMPLOYEES AND MONROE-UNION

COUNTY ECONOMIC DEVELOPMENT COMMISSION (MUCEDC) ARE INCLUDED AS

ADDITIONAL INSURED WITH RESPECTS TO THE GENERAL LIABILITY

INSURANCE POLICY.

Additional Insured status for Completed Operations shall extend for a period of not less than three (3) years from the date of final payment.

B. Before commencement of any work or event, Contractor shall provide a Certificate of Insurance in satisfactory form as evidence of the insurances required above.

C. Contractor shall have no right of recovery or subrogation against Union County (including its officers, agents and employees).

D. It is the intention of the parties that the insurance policies afforded by contractor shall protect both parties and be primary and non-contributory coverage for any and all losses covered by the above-described insurance.

E. Union County shall have no liability with respect to Contractor’s personal property whether insured or not insured. Any deductible or self-insured retention is the sole responsibility of Contractor.

F. Notwithstanding the notification requirements of the Insurer, Contractor hereby agrees to notify County’s Risk Manager at 500 N. Main Street # 130, Monroe, NC 28112, within two

(2) days of the cancellation or substantive change of any insurance policy set out herein.

Union, in its sole discretion, may deem failure to provide such notice as a breach of this Agreement.

G. The Certificate of Insurance should note in the Description of Operations the following:

Department: _____________________ Contract #: _____________________

H. Insurance procured by Contractor shall not reduce nor limit Contractor’s contractual obligation to indemnify, save harmless and defend Union County for claims made or suits brought which result from or are in connection with the performance of this Agreement.

I. Certificate Holder shall be listed as follows:

Union County Attention: Union County Risk Manager 500 N. Main Street Monroe, NC 28112

RFQ 2027-003 Architectural and Engineering Services for Design and Construction Administration, J. If Contractor is authorized to assign or subcontract any of its rights or duties hereunder and in fact does so, Contractor shall ensure that the assignee or subcontractor satisfies all requirements of this Agreement, including, but not limited to, maintenance of the required insurances coverage and provision of certificate(s) of insurance and additional insured endorsement(s), in proper form prior to commencement of services.

8.6 INDEMNIFICATION

Contractor agrees to protect, defend, indemnify and hold Union County, its officers, employees and agents free and harmless from and against any and all losses, penalties, damages, settlements, costs, charges, professional fees or other expenses or liabilities of every kind and character arising out of or relating to any and all claims, liens, demands, obligations, actions, proceedings, or causes of action of every kind in connection with or arising out of this agreement and/or the performance hereof that are due, in whole or in part, to the negligence of the Contractor, its officers, employees, subcontractors or agents. Contractor further agrees to investigate, handle, respond to, provide defense for, and defend the same at its sole expense and agrees to bear all other costs and expenses related thereto.

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RFQ 2027-003 Architectural and Engineering Services for Design and Construction Administration, Union County Historic Post Office/West Franklin Street Renovations

9 APPENDIX A – SOQ SUBMISSION FORM

Request for Qualifications No. 2027-003

Submit with SOQ

This SOQ is submitted by:

Company Legal Name:

Representative Name:

Representative Signature:

Representative Title:

Address:

City/State/Zip:

Email Address:

Phone Number:

Website Address:

It is understood that Union County reserves the right to reject any and all submittals, to make awards according to the best interest of the County, to waive formalities, technicalities, to recover and re-advertise this project. Statement of Qualifications is valid for 120 calendar days from the due date and is submitted by an executive of the company that has authority to contract with Union County, NC.

Name:

Title:

Signature:

RFQ 2027-003 Architectural and Engineering Services for Design and Construction Administration, Union County Historic Post Office/West Franklin Street Renovations

10 APPENDIX B – ADDENDUM AND ANTI-COLLUSION

Request for Qualifications No. 2027-003

Architectural and Engineering Services for Design and Construction Administration, Union County Historic Post Office/West Franklin Street Renovations

Submit with SOQ

Please acknowledge receipt of all addenda by including this form with your submittal. Any questions or changes received will be posted as an addendum on www.co.union.nc.us and/or North Carolina eVP. It is your responsibility to check for this information.

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I certify that this SOQ is made in good faith and without collusion with any other offeror or officer or employee of Union County.

Legal Company Name:

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RFQ 2027-003 Architectural and Engineering Services for Design and Construction Administration, Union County Historic Post Office/West Franklin Street Renovations

11 APPENDIX C – SAMPLE VENDOR PAYMENT NOTIFICATION

Request for Qualifications No. 2027-003

Do Not Submit with SOQ

---Informational Purposes Only---

RFQ 2027-003 Architectural and Engineering Services for Design and Construction Administration, Union County Historic Post Office/West Franklin Street Renovations

12 APPENDIX D – TEMPLATE DESIGN CONTRACT

Request for Qualifications No. 2027-003

Do Not Submit with SOQ

---Informational Purposes Only---

AIA Document B133-2019 Standard Form of Agreement Between Owner and Architect, Construction Manager as Constructor Edition, as modified by Owner