AGENDA All items are. for discussion and possible action, Perquimans County Board of Commissioners Meeting Room at Perquimans County Library January 2, 2024 7:00 p.m. I. #l, Call to Order Prayer & Pledge II. Approval of Agenda IV. Consent Agenda (Consent items as follows will be adopted with a single motion, second and vote, unless a request for removal of ani item ori items is made from a Commissioner or Commissioners.) A. Approval of Minutes December 4, 2023 Regular Meeting and Deçember 18, 2023 Special Called Meeting & Regular Work Session (meeting cancelled) B. Tax Refund & Tax Release Approvals C. Personnel Matters 1. Appointment: Part-Time/FHIIn Paramedic 2, Appointment: Full-Time AEMT 3, Appointment: Çertified Deputy 4. Appointment: Part-Time Water Clerk 5. Resignation: Full-Time Telecommunicator 6. Reclassification/Slep tncrease: Part-Time/Fill-n Telecommunicator 7. Certification; Certified Deputy FMI.A Leave; Water Clerki 9, Removed from Roster: Part-Time/Fil-nE EMT 10. Removed from Roster: Part-Time/Fil-In Paramedic (2) 11. Removed from Roster: Water Technician IB 12. Resignation: Senior Citizen Coordinator D. Step Increases/Merit Increases 1. Telecommunications (2) 2. EMS(1) 3. Sheriff(1) 4, Water(1) E. Board Reappointments 1, Reappointment: Agricultural Advisory Board (3) F. Miscellaneous Documents 1. Otis Service & Repair Order Register of Deeds: Property Fraud Alert! ACTION REQUIRED Resolution; Register of Deeds: Reduction in Salary Pursuant to GS 153A-92 V. Recognition of Retirees and Employees' Years of Service A. Recognition of Employees Years of Service B. Introduction of New Employees 1.A Angela Jordan, Director of Social Services 2. Jared Harrell, Extension Director 3. Jonathan Nixon, Emergency Services Director A. Joshua Lassiter, First Tryon Advisors NO ACTION REQUIRED ACTION REQUIRED NO ACTION REQUIRED VI. Scheduled Appointments 7:00 p.m. 7:20 p.m. B. A. B. VII. Commissioner's Concerns/Commitee Reports Additions or Corrections to Agenda VII. Old Business NO ACTION REQUIRED A. Updates from County Manager B. Board Vacancies C Cornmunity Advisory Committee (4) 2. Senior Tarheel Legislature Delegate & Alternate 3. Senior Tarheel Legislature Community Advisory Committee IX. New Business A. Reappointment of Tax Administrator B. Social Services Board Appointments C. Commissioners. Annual Board/Committee Appomntments ACTION REQUIRED D. E. F. X. NO ACTION A. REQUIRED B. C. REQUIRED Unscheduled Appointments/Public Comments (ify yous wish to address the Board, please state your name for the record prior to speaking) ACTION XI, Adjournment FOR INFORMATION ONLY: DEPARTMENT HEAD REPORT: Plat Log Tax Department Report Building Inspector's Reports Code Enforcement Report COMMITTEE WRITTEN REPORTS: Additions or Corrections to Agenda NOTES FROM THE COUNTY MANAGER January 2, 2024 7:00: p.m. IV. Enclosures: Items included on the Consent Agenda are enclosed. Ifyou wish to discuss any The recognition of employee years of Service & introduction of new employees will be done: oft these items, please make that request during the meeting, V. A. Recognition of Employee's. Years of Service: B. Introduction of New Emplovees: Enployee Name Empluyee Job" Title Finance Onicer Employer Job' Title IMCI working aainst IMC II Employee Job Title No. of ENective Years 2Dyears 01/01/2024 Effective Date 12/01/2023 Kffective Dale EfTective Date. 01/01/2024 Department Date Tracy Mathews Finance Departnient. 1, ABacla.ntan.Sacinls Servicgs.Director Ms. Jordan willi introduce the following new lull-time employoe: Employee Name Lisa Wolfrum Employee Name Toril DeWald Emplyee Name Chloc Schimeyer Allen Foy JaredHarrell. Extension Directr: Mr. Harreli Nixons willi introducc the following: new lul-time employce: 3. Jonathan Nison, Emergeneys Scrvices. Director: Mr, Nixon witl introdce the (ollowing nçw lull-time employee: Extension Agent, 4-H Youh Development Employee Job' Title. Part-Time/Fil-In! EMTIo Full-Time EMT 10/01/2023 Fall-Time clecommumcalor VI.A. Enclosure: Joshua Lassiter of First Tryon Advisors presented an overview of what their company could do to assist the County with obtaining the financing of the new school facility. The Board requested that he forwarded the County Manager an Agreement for them to consider at their January meeting. A copy of the Agreement is attached and we are asking Board action on this Agreement. VIH.A. County Manager Heath will present several updates to the Board, VII.B. The following board/commttee has vacancies which need to be filled: . Community, Adyisory Committee: Currently, we only have one member on this Commiltce. Melissa Hines, Regional Long- Term Care Ombudsman. notificd mc that we currently need five members so we noed 10 appoint four more members, She did explain that Patty Bosco has fled an mpplication with. Areu Agency on Aging and willt begin her training on! December 14.2023. Should shc completc her training, Ms. Hines will notifyi thc Boardi and we will nccd 1o appoint her. Wer nced threes morc members. 2. Senior Tar Heel Legisiature Delegate & Alternate: Ms. Jo-Ellcn Robinson Hutton resigned from this Advisory Board in October, 2023, Curyently, we have no replaçement for her or for ans alternate, Board direction is being requested. IX.A. Bill Jennings' four-year term as Tax Administrator is due to expire on January 31, 2024. Board will IX.B. Enclosures. With the expansion of the Social Services Board, the Board will need to take action Board direction is being requested. need to take action on his reappointment. on the following reappointment and appointments: Name Blunchard, Teressa Bord/Commitee Action' Taken Term EMective Date Appoinmment 3yrs. 01/01/2024 Social Services- Social Services Commission. Appointee Remppointment 3yrs. 01/01/2024 Social Scrvices Board- Commissioners Appointee Finch-Copeland, Thelma Sucial Services Sociul Services Commission Appointee Appointment 3yrs 01/01/2024 The Social Services Commission recommended Ms. Ella Fields-Bunch to apply for the other vacancy. Ms. Fields-Bunch has asked to be considered for this vacancy. Board action is being IX.C. Enclosure. A list of current Board/Committee appointments have been distributed to each Commissioner. Please let the Chairman know if you wish to make any changes to these requested appointments. Additions or Cortections tot Notes CONSENT AGENDA NOTES (Consent items as follows will be adopled with a single motion, second and vote, unless a request for removal from the Consent Agenda is hoard from 8 Commissioner) A. Enclosures: Approval of December 4, 2023 Regular Meeting & December 18, 2023 Special Called Meeting & Work Session (cancelled) Enclosures: Personnel Matters Employce Name Kayia Trader Arina Ward lasia Collier Debbic Stallings William Ward Wilian Ward DcAngelo reemonwely Alysse Williams Dana Wavra Rchecca Cullipher Jessica Houdck Richard Copcland Beverly Gregory epartment Teiecommunications Kylici Fckon Telecommunicmtions Andrea Stoner EMS Sherifl Water B. Enclosure: Tax Refunds & Releases Approval: See attached listing Employce Job Tidle Part-Time/Pill-n Paramedic Full-Time AEMT Cerlified Depuy Part-lime Water Clerk Full-Time" Telecommunicator Part-Time/Fill-n Telecommunicator Certificd Deputy Water Clerk 1 Part-Time Fill-Ini EMT Parl-Time/Hill-n! Paranedic Part-lime/Hil-l! Paramedic Water Technicim HI Scnior Citizen Coordinalor Action Required Appoiniment Appointment Appomment Appointment Resisnation Reclassification Certification FMIA Removed lrom Roster Removed Ioni Roster Removed from Roster Removed from Roster Retircment Gradel New Effective Step Salary Date 68/1 $43.893 01/01/2024 66/1 $40,279 - 01/01/2024 65/1 $38,543 01/01/2024 64/3 $18.62/hr. 01/08/2024 63/3 $17.82Ar. 01/12/2024 66/1 $40,279 01/01/2024 12wegks 01/11/2024 02/03/20)2- 12/06/2023 12/06/2023 12/05/2023 01/01/2024 04/01/2024 Date D. Enclosures: During the Budget process, the following step or merit inçreases were approved for the employees. The following individuais are being recommended byt their supervisor for step or meriti increases: Employce Name Walter Meads Leroya! Bunks Vincent Bockelman Employce Job fitle. Part-Time/Fill-In Felecommnicator I Part-Timc/ill-In Paramedic Certificd Deputy Water' Teci! Gradel New Efective Stsp. Salary 65/4 $19.94/hr. 01/01/2024 68/6 $23.90/hr. 01/01/2024 66/3 $42,294 01/01/2024 58/4 $30,483 01/01/2024 Term: Effeclive Date 3yrs. 3yrs. 3yrs. Full-Time Telecommunications Shif: Supervisor I 69/5 $50,676 01/01/2024 E. Enclosure: The following board reappointments were: approved by the Board: Name Moorc, Michael Board/Commitee Agricultural Advisory Board- -FSA Action Taken Reappointment Reappomment Reappoantment 02/01/2024 02/01/2024 02/01/2024 Chappell. Laurence Agricultural Advisory Board- Nçw Hope Wodurd, Churles Ayricultural Advisory Board- - Commissioner intormation and action. Boarda actioni ist being requested. F. Enclosures: These miscellaneous documents are presented for Board review and action: 1. Otis Service & Repair Order: The englosed Repair Order from Otis Elcvator for repairs ta our C'ourthouse levalor is presented for Bonrd 2. Registerof Deeds: Pronsrty Frad Aler!: Per the atlachedi noticc from the Register of Deeds, the Register of Decds' ollicei is oflering aservice 3. Resolution Registey of Deeds - Reduction in Sabarv: Pursumt to G.S. 153A-92, thel Board ofCounty Commissioners: shouid: adopiz aResolution redocing thel Register oft Decds" salary from! $59,345 (Grade 70/Stop 10)10 $48,034 (Grado 70/Stcp Itol becomo effective December 1,2024. This action is laken ins complamce with Gencrat Suatie 153A-92 inr reference to compensation ofCounty oflicers ini the Gencral Election. called Property Fraud. Aleri, 2 Additions or Corrections lo! Notes December 4, 2023 IV.A. 3961 Page 1 REGULAR MEETING December 4, 2023 7:00 p.m. The Perquimans County Board of Commissioners met ina a regular meeting on! Monday, December 4, 2023, at7 7:00 p,m. in the in the Meeting Room of the Perquimans County Library located at 514 S. Church Street, Hertford, NÇ 27944, MEMBERS PRESENT; Wallace E. Nelson, Chairman MEMBERS, ABSENT: T. Kyle. Jones Charles' Woodard, Vice Chairman Joseph W. Hoffler Timothy. J. Corprew James' W, Ward Hackney High, County Attorney OTHERS PRESENT: Frank Heath, County Manager Mary P. Hunnicutt, Clerk tot the Board Chairman Nelson called the meeting to order. Commissioner Woodard gave the invocation and Chairman Nelson led the Pledge of/ Allegiance. Chairman Nelson welcomed everyone lot the meeting. Chairman Nelson stated that a copy of the amended. Agenda was at their seats tonight. Charles Woodard made a motion to approve the amended Agenda as presented. The motion was seconded! by Chairman Nelson askedi ifthere were anyi items that the Board wished tor remove from the Consent Agenda to discuss. There being none, James W, Ward made a motion to approve the Consent Agenda as presented. The motion was seconded: by Charles Woodard and unanimously approved byt thel Board. Approval of Minutos: The Minules oft the November 6, 2023 Regular Meeting & November, 20, 2023 Special Called Meeting & Work Session (cancelled) ware approved by the Board. AGENDA James W. Ward and unanimously approved by the Board. CONSENTAGENDA 2. Tax Refund &F Relcase. Approvais: Taxklns: Koltuliak, Aubrey Alexnader Vchicles sold. 10-month refud. Account No.7 72731680, The Open Doors of Perguimans. Shouli lnveb been exey (Wiafll). Accoun! No. 540081. The Open Door of Perquimans. Shouid) havet besno cxompt (Counly). Account No. 540081. Wyatt, Raberi" Tony- Platec exchanged furs samev vchicle. Accorse No. 70744496. A&I BN Moforsporis-- Bonts soldR midi listed! kl Pasquctank. Account No.: $38955. Jones," Fliomas Kyle Vchicles sold. Smmoir refund. Accounz Nu.7 70638721, Jones, Thomas Kyte- Vehicie wrerked, 4-monu refund. Accoun! No. 70287256. TaxB Relsasss: Bruey, Amber & Anthony. Propertys wasi forfcitedi tat U.S. Govemment. Accown No. 265801, Emplnyce Name Allen Foy Lisay Wolli) Chriss vonRoscnburs Brandon homgren Somantha Fattar Jcssel Hownrd Vivian Long Semare! Spenr Rashuwn Anthuny fonyaAycrs. 4, Step/Merit Increases: Employee Name Beverly. Grceory. Nakindm! Downine Jcssiça White CODE. NUMBER 10-335-000 Miscelinneous Revenue 10-510.330 Sherifl. S Supplies Board obe used Forl Lawi Enforcensent, Nane NAME Basaight. Edwnrd Lw. Bass. Biy. SN44.06 -$2,107.38 $7.335.36 $199.27 $538.20 $115.52 SIZI.59 $1,420.80 3. Personne! Matters: Thef following personnel matters were approved byt the Board: Empluyer Job'Titie Ful-Time clecommuicnior IMCINorkImgE mginst IMCII PI-TImRFILAEMT Pan-Tim/Fill-in Pnramedic IMCI IMXPE Position) ParkT TimgPill-in' Telcommunicaor Resignatinn Par-Time/Fill-hil Iciecmmunicnlor Resipnation.. Part-limg l-In' Teiccommunicalor Terminalion Part-ime/Filin Paramedic Parl-Fime/FHI-m Paramedic Employee JobT Title Senior Citizen Coordinalor 9115 Shins Supgrvisor! Paramedic BUDGET AMENDMENT NO. 22 GENERAL, FUNDS DESCRIPTION OFS CODE. Action Grade/ New Kffective Requirei Step SAlary Date Appointment 63/1 $33.9,7 01/012024 Appointmant 613 $53,9374 12/01/2023 Appointinent 63/1 EIAmBI2R3 Ampointmnent 6S2 $21.68. 12/01/2023 Promotion 65/1 5383312012023 11/30/2023 12/31/2023 11/30/2023 11/30/2023 03/10/2024 Torinnion Resignation Grade New Encctiye Sicn Snlary Dnte 63/12 $46.1741 12/01/2023 67/3 544,195 12/01/2023 65/3 $46.1841 12/01/2023 AMOUNT INCREASE DECREASE 2.405 2,105 Action" Taken NAME Newnran, Tyler Press Nixon, Jonsthan EM/EMS/9I 5. Budget Amendment: Thet foliowing! budget amendment was approved by the Board: EXPLANATION: Toanond FV: 23/24h budgel toi includei fundsr roceived from" Town ofHerford/ ABC 6. Board Reappointments: The following boardr eapponmenvlcagnalon were approved! by the Board: Nelsun, Walinge Chova/Peruinunsl Muli-Couny! LEPC Kcappoinuncnt. Thel Board alson mpproyed thç Tollowing! Board ponimemsymappoinusans fort the Chowan/Perqpinmms LEPC 2023 Rosler: Board/Conmitee SPECIALTY Fe Term Eflective Dnte ly. 12/01/2023 SPECIALTY 3962 December 4, 2023 continued IV.A. Page 2 SPECIALTY EM/ Ham Radio NCDA (Enviromnennl) NAME Brewster, Sae Britlingham. Richaru EMAIre/RRT Cariwtight, Michael Fire Euro, Juliait Hollowel, Ralph. Envisonmenal Jorian, Angcla DSS Kehnyes, Alex LAron, Anita Levine, Miki Long. Rick McKcever, Jins CERT (Decp Creck NCHP) Kep Ncison, Wallace Elected omcial Porquimans) A. Recoruitign.s pf Enployee's) Years ofServies: Empluyee Name B. Introduction nf New. Emplovses: Employee Numc Ashley Stnnlsy Srady Hpislp Truccc Baxton Schlneyern att the) Jmnualy neeting SPECIALTY Press. Heallh Oepartmen! CERT(Albemarlo) Fise(NCF Foresiry) Law NAME Paimer, Cordel EM Pery SOR Reg Law Ponle. Tont Sowycr. Terry Transporinton Smith, Lewis Owner/O Onernior ParkwayAy) Spruill, Mary Voluncer Ward. Paur Willians, Tonya EM Win, Billy NÇEM Winslow, Jprvis EM. CERT( (Shores: aLand's End) Overnan. Bary Fire Elected Ollicin (Chowan). Solesbee, Julie EM/EMS/9BL. RECOGNITION OF EMPLOYEES YEARS OF SERVICE. &. INTRODUCTION OF NEW EMPLOYEES Employee JobTitle Depatment MCworkingn DENDSL IMCI IMC workinyg ngninsi IMC IMCI Morkng aalost IMCII Na.nt Eflcctive Venrs Dnte 20y years 12/01/2023 Employce JobTite M01/2023 11/GI/2023 11701/2023 Department Tracy Plunter Waer Deparineat Technicinn I Anpcia. ortans Sasin.Serviges! Director: Ms. Jordani introducedi te lollowing now full-timgs employes: 2, uathnn NInA Kmerecnsy Services Directng: Mr. Nixon couldr notben atthen meetingtonight: mdi wili imraduce Chlvc After the ecognitionsintroductlons. the employees made at few comments, and the Chairman and Commissioners thanked them fort their service and welcomed the new employees to Perquimans County. Mr, Harrell presented the Report to the People overviewing their accomplishments duringt the year with the assistance ofTeresa Story, Administrative Assistant. He theni introduced Kelll Luton, Area Agent Agriculture - Consumer Horticulture, who gave an overview of what she is planning for the upcoming Mr. Lassiter, Director of First Tryon Advisors, along with Chazzo Habliston, Vice President, presented an extensive proposal to the Board to assist with obtaining the financing of the new school facility. County Manager Heath made at few comments and explained that Mr. Lassiter came toi inform (he Board about what they heve to offer and that the Board could review materials and take action at thair January meeting. Mr. Heath slated that he will request that Mr. Lassiter come to the January meeting to explain the document that the Boardy wili take action ant to contract with First Tryon Advisors. Austin Eubanks, Audit Manager of Thompson, Price, Scott & Adams, presented! the FY2022-2023 Audit via Zoom. Mr, Eubanks concluded by saying that he appreciated the County staff for their hard work and that the audit was good. After his presentation, Chairman Neison asked I the Board had any questions or comments, There being no comments, Chairman Nelson askedf for a mationt to approve the FY2023-2023. Audit as presented. On motion made! by Charles Woodard, seçonded by, James W. Ward, the FY 2023-2022 Audit was unanimously approved by. the Board pending Local Government Commission approval. County Manager Heatha andt the Commissioners thanked Tracy Mathews, Finance JARED HARRELLEXTENSION DIRECTOR year. JOSHUA LASSITER.FIRST TRYON ADVISORS THOMPSON.PRICE. SCOTT. &A ADAMS, AUDITORS Officer, for her greaty work int the preparation oft the audit. COMMISSIONERS CONCEANSCOMMITTER REPORTS There were no Commissioners' concers/commitee reports. UPDATES FROM COUNTY MANAGER County Manager Heathp presented the following updates: > Herlfont Christuas Prurade & EestivalalIhs Mi. Hcath said lhel thep parade andu upenings ofthel Festival ofLighis Sauurday Wasa asuccess. They' hadng grent turnour andi hcc cncouragedi shet Commissioners: andt theg general public tou vonco outa ande expericnce SpAnly. Bunrd DFT The) YerA Awnrd; CounyN Menager Heath espluined thal thet Board of Coimmissioners were fecognized asthe NCACCO County! Boardn afde Vcaron November 14,2 20231 in Grocisboro, NC. Hen nored thati thep plaquel hd becnl lungun hg wall indicire mectingn rpom, The Perquinmns County Board ofH Educations nominated ourt Board fort his: award. Exsavation DL.ViMarus. rk.Baxin: Mr. Henths sialed thnt thes construction ofi the Marine Basin continues to progress. He sharedn RV vidcod oftie arcai thar wasI Ikenb byas depuly using! theird drones camgra, Heexplained ther areas of consinigion. the Festival ofl Lights. PUBLIC COMMENTS ADJOURNMENT There werei no public comments made, There being no further comments or business to discuss, the Regular Meeting was adjourned around 8:14 p.m. on motion made by Charies Woodard, seconded by. James W, Ward. Wallace E. Nelson, Chairman Clerk to the Board December 18, 2992A. - Page 3963 SPECIAL CALLED MEETING December 18, 2023 7:00 p.m. The Perquimans County Board of Commissioners met in a SPECIAL CALLED MEETING on Monday, December 18, 2023, at7:00, p.m, in the Perquimans County Library located al 514 S. Church Street, Herlford, NC 27944. MEMBERS ABSENT: None MEMBERS PRESENT: Wallace E. Nelson, Chairman OTHERS PRESENT: Frank Heath, County Manager Charles Woodard, Vice Chairman Joseph) W. Hoffier James W. Ward Timothy, J. Corprew T.Kyle Jones Mary Hunnicutt, Clerk tot the Board Chairman Neison calledt the meeting to order. Commissioner Hoffler gave the invocation and the Chairman ied the Pledge of Allegiance. Chairman Neison explained that the purpose of this Special Called Meeting was to electa a Chair/Chairman and' Vice Chair/Chairman for 2024. Chairman Nelson stated that a copy oft the amended Agenda was att their seats tonight. Timothy J. Corprew made a motion to approve the amended. Agenda. The motion was seconded by James W. Frank Heath, County Manager, acting as Temporary Chairman oft the meeting, opened the floor for nominations for Chair/Chairman of the Board. Charles Woodard nominated Wallace E. Nelson as Chairman. TimothyJ J. Cotprew seconded the nomination. There being no otherr nominations, Mr. Heath closed the nominations and would entertain a motion and second for election of Wallace E. Neison as Chairman. James W. Wardr made a motion to approve the election of Wallace E. Neison as the Board Chairman. The motion was seconded by Charles Woodard and unanimously. approved by the Board. Chairman Nelson took over the meeting and opened the floor for nominations for Vice Chair/Chairman. Timothy, J. Corprew nominated Charles' Woodard: as Vice Chairman. There being no other nominations, Chairman Nelson closed the nominations and would entertain a mation and a second for election of Charles Woodard as Vice Chairman. James W. Ward made a motion to elect Charles' Woodard as the Board Viçe Chairman. The motion was seconded by Joseph W, Hoffier and unanimously approved by There being no further comments or business to discuss, the Special Called Meeting was adjourned at 7:11 p.m. onr motion made by T, Kyle, Jones, seconded by Timothy. J. Corprew. AGENDA Ward and unanimgusly approved byt the Board. ELECTION OF CHAIRMANAICE CHAIR the Board. ADJOURNMENT Wallace E. Nelson, Chairman Clerk to the Board WORK SESSION December 18, 2022 7:00 p.m. The Perquimans County Board of Commissioners Work Session on December 18, 2023 was cancelled, IV.B. - Page 1 December 20, 2023 Tax Refunds: (Perquimans County) Frank & Constance Jaklic $148.23 Should have been exempt due to S-bridge construction. 2022 Account#: 357571 Frank & Constance Jaklic $148.23 Should have been exempt due to S-bridge construction. 2021 Account#: 357571 Frank & Constance Jaklic $146.24 Should have been exempt due to S-bridge construction. 2020 Account#: 357571 Daphne Norma Marshall, Trustee $479.36 Incorrect assessment. 2023 Account#: 260595 Daphne Norma Marshall, Trustee $456.89 Incorrect assessment. 2022 Account#: 260595 Daphne Norma Marshall, Trustee $456.89 Incorrect assessment. 2021 Account#: 260595 Daphne Norma Marshall, Trustee $441.91 Incorrect assessment. 2020 Account#: 260595 Daphne. Norma Marshall, Trustee $441.91 Incorrect assessment. 2019 Account#: 260595 Tax Releases: (Perquimans County) David &. Sharon Pate House was on another parcel. Account#: 261211 $1941.76 Roseburg Resources Co. $2851.20 Should have been in land use. Account#: 358226 IV.C.1. + Page 1 12/1/2023 EMPLOYMENT ACTION FORM DATE SUBMITTED: COUNTY OF PERQUIMANS STATUS: NEW EMPLOYEE/PROBATIONARY PERIOD/MERIT RAISE NAME: Kayla Trader SOC. SEC, NO. DEPT.: EMS POSITION: Part Time Filll In Paramedic X NEW EMPLOYEE EFFECTIVE DATE: Januan,1.2024 GRADE: 68 STEP: 1 SALARY: $21.15 Hourly ENDING DATE OF PROBATIONARY PERIOD: January1,2025 (43,243) CURRENT: GRADE: YEAR STEP: 1 2 3 4 Date Date Date Date SALARY (CIRCLE) JOB PERFORMANCE, EVALUATION DATE OF SUCCESSFUL COMPLETION OF PROBATIONARY PERIOD AND RECOMMENDATION BY DEPARTMENT FOR PERMANENT STATUS. DATE OF ANNUAL EVALUATION. AND RECOMMENDATION FOR STEP DATE OF EMPLOYEE TERMINATION DUE TO UNSUCCESSFUL PROBA- GRADE: RAISE. (YEAR GRADE: TIONARY PERIOD. STEP:, 2 STEP: SALARY: 4) SALARY: DATE OF EMPLOYEE RESIGINATION RECOMMENDATION AND EFFECTIVE DATE FOR EMPLOYEE MERIT RAISE. Date GRADE: STEP: SALARY: THE ABOVE NAMED COUNTY EMPLOYEE IS BEING RECOMMENDED FOR THE INCREASE IN SALARY LISTED ABOVE BASED ON HIS/HER WORK PERFORMANCE EVALUATION COMPLETED: PER THE COUNTY PERSONNEL POLICY. 7 COUNTY MANAGRR APPROVAL Aruh Leath DATE: 12/E/s DKTE: FINANCE OFFICER GOPY DATE: Revised 7/05 EMPLOYMENT ACTION FORM NAME: Arlana Ward POSITION: Full Time AEMT X NEW: EMPLOYEE EFFECTIVE DATEL GRAPE: 66 STEP 1 SALARY: ENDING DATE OF PROBATIONARY: PERIOD: 1/1/2025 JOBI PERFORMANCE EVALUATION DATE SUBMITTED: 12/21/2023 COUNTY OF PERQUIMANS STATUS: NEW MPLOYEEPROBATIONART PERIODMERIT RAISE sOC. SEG, NO.I DEPT 1/1/2024 $19.36.Hourly SALARY: EMS CURRENT; GRADE: YEAR STEP:, 1 2 3 4 (CIRCGLE) DATE OF SUCCESSFUL COMPLETION OF PROBATIONARY PERIOD. AND RECOMMENDATION: BY DEPARTMENT FOR PERMANENT STATUS. DATE OF ANNUAL EVALUATION. AND RECOMMENDATIONI FORS STEP DATE OF EMPLOYEE TERMINATION DUE TO UNSUCCESSFUL PROBA- Dale Date Date Dale GRADE: RAISE. (YEAR 2 3 4) GRADE: TIONARY PERIOD, STEP:, STEP: SALARY: SALARY: DATE OF EMPLOYEE RESIGNATION RECOMMENDATION. ANDI EFFECTIVE DATE FOR EMPLOYEE MERIT RAISE. Date GRADE:. STEP:. SALARY: THE ABOVE! NAMED COUNTY EMPLOYEE IS BEING RECOMMENDED FOR THEI INCREASE IN SALARY LISTED. ABOVE BASED ON HIS/HER WORK PERFORMANCE EVALUATION COMPLETED: PER' THE. COUNTY PERSONNEL POLICY. DEPARTMENT RECOMMENDATION DATE: I2/3 FINANCE OFFICER DATE: COUNTY! MANAGER. APPROVAL DATE: n/2s/2, Aulumdia hpatoMin Waph Kek Revised 7/05 GOPY IV.G.3. Page 1 12123 EMPLOYMENT ACTION FORM DATE SUBMITTED: COUNTY OF PERQUIMANS STATUS: NEW EMPLOYEE/PROBATIONARY PERIOD/MERIT RAISE NAME: lasia Moeneak Collier_ POSITION: Deputy_ SOC. SEC. NO.: DEPT.: Sheriff's Office_ X NEW EMPLOYEE EFFECTIVE DATE: 1-1-2024_ GRADE: 65 STEP: 1 SALARY: $38,543 ENDING DATE OF PROBATIONARY PERIOD; 1-1-2025_ CURRENT: GRADE: STEP: 1 2 3 4 Date Date Date SALARY: (CIRCLE) JOB PERFORMANCE EVALUATION YEAR DATE OF SUCCESSFUL COMPLETION OF PROBATIONARY PERIOD AND RECOMMENDATION BY DEPARTMENT FOR PERMANENT STATUS, DATE OF ANNUAL EVALUATION AND RECOMMENDATION FOR STEP GRADE: RAISE, (YEAR GRADE: STEP: SALARY: 2 3 4) STEP: SALARY: DATE OF EMPLOYEE TERMINATIONRESIGNATION. RECOMMENDATION AND EFFECTIVE DATE FOR EMPLOYEE MERIT RAISE. Date GRADE: STEP: SALARY: THE ABOVE NAMED COUNTY EMPLOYEE IS BEING RECOMMENDED FOR THE INCREASE IN SALARY LISTED ABOVE BASED ON HIS/HER WORK PERFORMANCE EVALUATION COMPLETED: PER THE COUNTY PERSONNEL POLICY. DEPARTMENT RECOMMENDATION AL mR DATE: 12-11-23 COYNTY MANAGER APPROVAL paktuth DATE: 212,23 FINANCE OFFICER GOPY DATE: Revised 7/05 IV.C.4. - Page 1 EMPLOYMENT ACTION FORM DATE SUBMITTED: 12/20/2023 COUNTY OF PERQUIMANS STATUS: NEW EMPLOYEE/PROBATIONARY PERIOD/MERIT RAISE NAME: Debbe Stallingi POSITION: Watr Clek P11 NEW EMPLOYEE EFFECTIVE DATE: SOC. SEC. NO.: DEPT. wlats 1/8/2024 GRADE: 64 STEP_3 SALARY: 1842 /hr ENDING DATE OF PROBATIONARY PERIOD: CURRENT: GRADE: STEP: 1 2 3 4 Date Date Date SALARY: (CIRCLE) JOB PERFORMANCE EVALUATION YEAR DATE OF SUCCESSFUL ÇOMPLETION OF PROBATIONARY PERIOD AND RECOMMENDATION BY DEPARTMENT FOR PERMANENT STATUS. DATE OF ANNUAL EVALUATION AND RECOMMENDATION FOR STEP DATE OF EMPLOYEE TERMINATION DUE TO UNSUCCESSFULPROBA. GRADE: RAISE. (YEAR GRADE: STEP: SALARY: 2 3 4) STEP: SALARY: TIONARY PERIOD, RECOMMENDATION AND EFFECTIVE DATE FOR EMPLOYEE MERIT RAISE. Date GRADE: STEP: SALARY: THE ABOVE NAMED COUNTY EMPLOYEE IS BEING RECOMMENDED FOR THE INCREASE IN SALARY LISTED ABOVE BASED ON HIS/HER WORK PERFORMANCE EVALUATION COMPLETED: PER THE COUNTY PERSONNEL POLICY. - AANE 12/2012623 DEPARTMENT: RECOMMENDATION COUNTYMANAGER APPROVAL 3 DATE: FINANCE OFFICER DATE: DATE: COPY Revised 7/05 IV.C.5. Page 1 EMPLOYMENT ACTION FORM DATE SUBMITTED: December 19, 2023 COUNTY OF PERQUIMANS STATUS: NEW EMPLOYEE/PROBATIQNARY PERIOD/MERIT RAISE NAME: William Matthew Ward SOC, SEC. NO,: DEPT.: 911 POSITION: Full Time Telecommunicator NEW EMPLOYEE EFFECTIVE DATE: ENDING DATE OF PROBATIONARY PERIOD: GRADE: STEP: SALARY: CURRENT: GRADE: YEAR STEP: 21 3 SALARY: 4 , (CIRCLE) JOB PERFORMANCE EVALUATION 1 Date Date Date Date DATE OF SUCCESSFUL COMPLETION OF PROBATIONARY PERIOD. AND RECOMMENDATION BY DEPARTMENT FOR PERMANENT STATUS. DATE OF ANNUAL EVALUATION AND RECOMMENDATION FOR STEP DATE OF EMPLOYEE TERMINATION DUE TO UNSUCCESSFUL PROBA- GRADE: RAISE. (YEAR GRADE: TIONARY PERIOD. - STEP: 2 STEP: SALARY: 4) SALARY: 1/11/2024 DATE OF EMPLOYEE RESIGNATION RECOMMENDATION AND EFFECTIVE DATE FOR EMPLOYEE MERIT RAISE. Date GRADE: STEP: SALARY: THE ABOVE NAMED COUNTY EMPLOYEE IS BEING REÇOMMENDED FOR THE INCREASE IN SALARY LISTED ABOVE BASED ON:HIS/HER WORK PERFORMANCE, EVALUATION COMPLETED: PER THE COUNTY PERSONNEL POLICY. DEPARTMENT REÇOMMENDATION P - DATE: 12/19/23 FINANCE OFFICER **** COUNTY MANAGER APPROVAL fa DATE: 12/2e/2023 COPY DATE: Revised 7/05 IV.C.6. Page 1 EMPLOYMENT ACTION FORM DATE SUBMITTED: December 19, 2023 COUNTY OF PERQUIMANS STATUS: NEW EMPLOYEEPROBATANART PERIOD/MERIT RAISE NAME: William Matthéw Ward SOG, SEC.NO.: DEPT, 911 POSITION: Part Time Full In Telecommunicator. X NEW EMPLOYEE EFFECTIVE DATE: 1/12/2024 GRADE: 63 STEP:_ 3 SALARY: $17,82 - Hourly ENDING DATE OF PROBATIONARY PERIOD: 1/1/2025 CURRENT: GRADE: YEAR STEP: 2: 3 SALARY (CIRCLE JOB PERFORMANCEEVALUATION 1 Date Date Date Date 4 DATE OF SUCCESSFUL COMPLETION OF PROBATIONARY PERIOD AND RECOMMENDATION BY DEPARTMENT FOR PERMANENT STATUS. DATE OF ANNUAL EVALUATION. AND RECOMMENDATION FOR STEP DATE OF EMPLOYEE TERMINATION DUE TO UNSUCCESSFUL PROBA- GRADE: RAISE. (YEAR GRADE: TIONARY PERIOD. STEP: 2 STEP: SALARY: 4) SALARY: D DATE OF EMPLOYEE RESIGNATION RECOMMENDATION AND EFFECTIVE DATE FOR EMPLOYEE MERIT RAISE. Date GRADE: STEP: SALARY: THE ABOVE NAMED COUNTY EMPLOYEE IS BEING RECOMMENDED FOR THE INCREASE IN SALARY LISTED ABOVE BASED ON HIS/HER WORK PERFORMANCE EVALUATION COMPLETED: PERTHE COUNTY PERSONNEL POLICY. DEPARTMENT RECOMMENDATION PK DAE: FINANCE OFFICER ***w** COUNTY MANAGER APPROVAL ertLh a/ne/2s DATE: 12/19/1 COPY DATE: Revised 7/05 EMPLOYMENT ACTION FORM DATE SUBMITTED: 'C12: gPage23 COUNTY OF PERQUIMANS STATUS: NEW EMPLOYEE/PROBATIONARY PERIOD/MERIT RAISE NAME: DeAngelo Freemonweldy. POSITION: Deputy (certified) NEW EMPLOYEE EFFECTIVE DATE: SOC, SEC.NO.: DEPT.: Sheriff's Office GRADE: STEP: SALARY: ENDING DATE OF PROBATIONARY PERIOD: CURRENT: GRADE: STEP: 1 2 3 4 Date Date Date SALARY: (CIRCLE) JOB PERFORMANCE EVALUATION YEAR DATE OF SUCCESSFUL COMPLETION OF PROBATIONARY PERIOD AND RECOMMENDATION BY DEPARTMENT FOR PERMANENT STATUS. DATE OF ANNUAL EVALUATION AND RECOMMENDATION FOR STEP GRADE: RAISE. (YEAR GRADE: STEP: SALARY: 2 3 4) STEP: SALARY: DATE OF EMPLOYEE TERMINATION DUE TO UNSUCCESSFUL PROBA- TIONARY PERIOD, 1-1-24RECOuMEDATON AND EFFECTIVE DATE FOR EMPLOYEE MERIT RAISE. Date GRADE: 66 STEP: 1. SALARY: $40,279 THE ABOVE NAMED COUNTY EMPLOYEE IS BEING RECOMMENDED FOR THE INCREASE IN SALARY LISTED ABOVE BASED ON HIS/HER WORK PERFORMANCE EVALUATION COMPLETED: PER THE COUNTY PERSONNEL POLICY. DEPARTMENT RECOMMENDATION ABEs Aht COUNTY MANAGER/ APPROVAL Afolg DATE: Ia/2sh) DATE: FINANCE OFFICER 12-28223 GOPY DATE: Revised 7/05 IV,C.8. - Page 1 MANS PERQUIMANS COUNTY BOARD OF COMMISSIONERS P.O.BOX45 HERTFORD, NORTH CAROLINA 27944 TELEPHONE: 1-252-426-7550 WALLACEE. NELSON CHAIRMAN CHARLES WOODARD VICE CHAIRMAN TIMOTHYJ.C CORPREW JOSEPH W. HOFFLER T.KYLEJONES JAMES W. WARD W.HACKNEYHICH,R COUNTY. ATTORNEY ARDY MARYP.HUNNICUIT CI.ERK TOBOARD W.FRANK! HEATH, COUNTYMAXAGER MEMORANDUM TO: Tracy Mathews, Finance Officer Mary Hunnicutt, Clerk to the Board Casey White, Human Resources Flank Heath, County Manager FROM: aaka DATE: December 18, 2023 RE: FMLA LEAVE We have received a letter from Alyssa Williams, Water Clerk I, requesting Family Medical Leave for twelve (12). weeks beginning February 3, 2024. This request has been approved by her supervisor, Nick Lolies. Ihave determined that Mrs. Williams is eligible for Family & Medical Leave as requested, Therefore, I am notifying you that Mrs. Williams' request for Family Medical Leave will begin on February 3, 2024 and continue for twelve (12) working weeks. The necessary paperwork has been forwarded to her and retured to us as requested. Ify you have any questions, please contact me. CC: Nick Lolies, Water Department Supervisor Alyssa Williams, Water ClerkI COPV Perquimans County's Vision: To be a commnity ofopportuity ins which 10 live, learn, work, prosper and! play. IV.C.9. - Page 1 EMPLOYMENT ACTION FORM DATE SUBMITTED: Dec 6th 2023 COUNTY OF PERQUIMANS STATUS; NEW EMPLOYEE/PROBATIONARY PERIOD/MERIT RAISE NAME: Dana Wavra. SOC. SEC. NO.: DEPT.: EMS POSITION: PartTime Filll In EMT NEW EMPLOYEE EFFECTIVE DATE: ENDING DATE OF PROBATIONARY PERIOD: GRADE: STEP: SALARY: CURRENT: GRADE: YEAR STEP: 1 2 3 4 Date Date Date 12/6/2023 Date SALARY: (CIRCLE JOB PERFORMANCE EVALUATION DATE OF SUCCESSFUL COMPLETION OF PROBATIONARY PERIOD AND RECOMMENDATION BY DEPARTMENT FOR PERMANENT STATUS, DATE OF ANNUAL EVALUATION AND RECOMMENDATION FOR STEP DATE OF EMPLOYEE TERMINATION DUE TO UNSUCCESSFUL PROBA- GRADE: RAISE. (YEAR GRADE: TIONARY: PERIOD. STEP: 2 STEP: SALARY: 4) SALARY: X DATE oF EMPLOYEE REMOVAL FROM ROSTER RECOMMENDATION AND EFFECTIVE DATE FOR EMPLOYEE MERIT RAISE. Date GRADE: STEP: SALARY: THE ABOVE NAMED COUNTY EMPLOYEE IS BEING REÇOMMENDED FOR THE INCREASE INSALARY LISTED ABOVE BASED ONHIS/HER WORK PERFORMANCE EVALUATION COMPLETED: PER THE COUNTY PERSONNEL POLICY. DEPARTMENT RÉCOMWENDATION P DAfE: 12fo6la3 FINANCE OFFICER *** COUNTYI MANAGER. APPROVAL DATE: F GOPY DATE: Revised 7/05 IV.C.10. Page 1 EMPLOYMENT ACTION FORM DATE SUBMITTED; Dec 6th 2023 COUNTY OF PERQUIMANS STATUS: NEW EMPLOYEE/PROBATIONARY PERIOD/MERIT RAISE NAME: Rebecca Cullipher SOC, SEC. NO.: DEPT: POSITION: PartTime Fll In Paramedic NEW EMPLOYEE EFFECTIVE DATE: ENDING DATE OF PROBATIONARY PERIOD: EMS GRADE: STEP: SALARY: CURRENT: GRADE: YEAR STEP: 1 2 3 4 Date Date Date 12/6/2023 Date SALARY: (CIRCLE) JOBPERFORMANCE EVALUATION DATE OF SUCCESSFUL COMPLETION OF PROBATIONARY PERIOD AND RECOMMENDATION BY DEPARTMENT FOR PERMANENT STATUS, DATE OF ANNUAL EVALUATION AND RECOMMENDATION FOR STEP DATE OF EMPLOYEE TERMINATION DUE TO UNSUCCESSFUL PROBA- GRADE: RAISE. (YEAR GRADE: TIONARY PERIOD, STEP: SALARY: 2 3 4) STEP: SALARY: DATE OF EMPLOYEE REMOVAL FROM ROSTER RECOMMENDATION AND EFFECTIVE DATE FOR EMPLOYEE MERIT RAISE. Date' GRADE: STEP: SALARY: THE ABOVE NAMED COUNTY EMPLOYEE IS BEING REÇOMMENDED FOR THE INCREASE INSALARY LISTED ABOVE BASED ON HIS/HER WORK PERFORMANCE EVALUATION COMPLETED: PER' THE COUNTY PERSONNEL POLICY. APT9ME9PBDATON 1 DATE: 1Pb6As FINANCE OFFICER **** COUNTY MANAGHR. APRROVAL fz DATE: /b3 DATE: GOPY Revised 7/05 IV.C.10. - Page 2 EMPLOYMENT ACTION FORM DATE SUBMITTED: Dec 5" 2023 COUNTY OF PERQUIMANS STATUS: NEW EMPLOYEE/PROBATIONARY PERIOD/MERIT RAISE NAME: Jessica Houdek SOC. SEC. NO. DEPT.:_ POSITION: Part Time FIU In Paramedic NEW EMPLOYEE EFFECTIVE DATE: ENDING DATE OF PROBATIONARY PERIOD: EMS GRADE: STEP: SALARY: CURRENT: GRADE: YEAR STEP: 2, 3 SALARY: (CIRCLE JOB PERFORMANCE EVALUATION 1 Date Date Date 12/5/2023 Date 4 DATE OF SUCCESSFUL COMPLETION OF PROBATIONARY PERIOD AND RECOMMENDATION BY DEPARTMENT FOR PERMANENT STATUS. DATE OF ANNUAL EVALUATION AND RECOMMENDATION FOR STEP DATE OF EMPLOYEE TERMINATION DUE TO UNSUCCESSFUL PROBA- GRADE: RAISE. (YEAR GRADE: TIONARY PERIOD. STEP: 2 STEP: SALARY: 4) SALARY: DATE oF EMPLOYEE RESIGNATION RECOMMENDATION AND EFFECTIVE DATE FOR EMPLOYEE MERIT RAISE, Date GRADE: STEP: SALARY: THE ABOVE NAMED COUNTY EMPLOYEE IS BEING REÇOMMENDED FOR THE INCREASE IN SALARY LISTEP ABOVE BASED ON HIS/HER WORK PERFORMANCE EVALUATION COMPLETED; PER THE COUNTY PERSONNEL POLICY. DEPARTMENT) RE9OMMENDATION DATE: 12/6/2023 FINANCE OFFICER COUNTY! MANAGER. APPROVAL TM GOPY DATE: Revised- 7/05 IV.C.11. - Page 1 EMPLOYMENT ACTION FORM DATE SUBMITTED: COUNTY OF PERQUIMANS STATUS: NEW EMPLOYEE/PROBATIONARY PERIOD/MERIT RAISE NAME: Richard Copeland POSITION: Water Technician I SOC. SEC. NO.: DEPT.: Water NEW EMPLOYEE EFFECTIVE DATE: ENDING DATE OF PROBATIONARY PERIOD: GRADE: STEP: SALARY: CURRENT: GRADE: YEAR STEP: 1 2 3 4 Date Date Dale Date SALARY: (CIRCLE) JOB PERFORMANCE EVALUATION DATE OF SUCCESSFUL COMPLETION OF PROBATIONARY PERIOD AND RECOMMENDATION BY DEPARTMENT FOR PERMANENT STATUS. DATE OF ANNUAL EVALUATION AND RECOMMENDATION FOR STEP DATE OF EMPLOYEE TERMINATION DUE TO UNSUCCESSFUL PROBA- GRADE: RAISE. (YEAR GRADE: TIONARY PERIOD, STEP: SALARY: 2 3 4) STEP; SALARY: X - 1/1/2024 DATE OF EMPLOYEE REMOVAL FROM ROSTER RECOMMENDATION AND EFFECTIVE DATE FOR EMPLOYEE MERIT RAISE. Dale GRADE: STEP: SALARY: THE ABOVE NAMED COUNTY EMPLOYEE IS BEING RECOMMENDED FOR THE INCREASE IN SALARY LISTED ABOVE BASED ON HIS/HER WORK PERFORMANCE EVALUATION COMPLETED: PERTHE COJNTY PERSONNEL POLICY. DEPARTWENTIRECOMMENDATION COUNTY MANAGER APPROVAL A VI DATE: FINANCE OFFICER 12/20/207 DATE: DATE: COPY Revised 7/05 IV.C.12. - Page 1 EMPLOYMENT ACTION FORM DATE SUBMITTED: 12/18/2023 COUNTY OF PERQUIMANS STATUS: NEW EMPLOYEE/PROBATIONARY PERIOD/MERIT RAISE NAME: Beverly Gregory POSITION: Senior Citizen Coordinator NEW EMPLOYEE EFFECTIVE DATE: ENDING DATE OF PROBATIONARY PERIOD: SOC, SEC, NO.: DEPT.: Senior Center GRADE: STEP: SALARY: CURRENT: GRADE: 63 STEP: 12 1 2 3 4 Date Date Date Date SALARY: $46,174,00/Annual JOB PERFORMANCE EVALUATION YEAR (CIRCLE) DATE OF SUCCESSFUL COMPLETION OF PROBATIONARY PERIOD AND RECOMMENDATION BY DEPARTMENT FOR PERMANENT STATUS. DATE OF ANNUAL EVALUATION AND RECOMMENDATION FOR STEP DATE OF EMPLOYEE TERMINATION DUE TO UNSUCCESSFUL PROBA- GRADE: RAISE. (YEAR GRADE: TIONARY PERIOD. STEP: SALARY: 2 3 4) STEP: SALARY: X 04/01/2024 DATE OF EMPLOYEE RETIREMENT RECOMMENDATION AND EFFECTIVE DATE FOR EMPLOYEE MERIT RAISE. Date GRADE: STEP: SALARY: THE ABOVE NAMED COUNTY EMPLOYEE IS BEING RECOMMENDED FOR THE INCREASE IN SALARY LISTED ABOVE BASED ON HIS/HER WORK PERFORMANCE EVALUATION COMPLETED: PER THE COUNTY PERSONNEL POLICY. DEPARTMENT RECOMMENDATION COUNTY MANAGER APPROVAL F DATE: FINANCE OFFICER DATE: COPY DATE: Revised 7/05 IV.C.12. - Page 2 December14, 2023 Mr. Frank Heath Manager, Perquimans County 1281 North Church Street Hertford, NC 27944 HandDelivered Re: Resignetion Dear M. Heath: Thank you fort thei incredibly amazing opportumityt 20 serve as Coordinator witht thet Center for Active Living. Each day has been a gift to me as lenjoyed, Godt through me, providing fort those attending and a great learning experience with all they share in return. March: 31, 2024, Iwill retiret from officiallys serving int this leadership role with our lt has indeed been al blessingt tos serve these great people in our community. Frank, thave great respect fory you, your leadership andy your vision. Ithas been an honor to work with! you, as weti ast theteam of teaders ini Perqumars Coumtycomtimuousy: striving toi improve services and community. provisions fora all those livingi in our county and preparing fort the future. Sincerely, Beverly! E. Gregory G-AEer /bg COPY IMp.1 121623 Page 1 EMPLOYMENT ACTION FORM DATE SUBMITTED: COUNTY OF PERQUIMANS STATUS: NEW EMPLOYEE/PROBATIONARY PERIOD/MERIT RAISE NAME: Kvlle Felton SOC.SEC. NO.: POSITION: FII Inj Part Time Telecommunicatiorll DEPT, Telecommunications NEW EMPLOYEE EFFECTIVE DATE: ENDING DATE OF PROBATIONARY PERIOD: GRADE: STEP: SALARY: CURRENT: GRADE: YEAR STEP: 1 2 3 4 Date Date Date Date SALARY: (CIRCLE) JOB PERFORMANCE EVALUATION DATE OF SUCCESSFUL COMPLETION OF PROBATIONARY PERIOD AND RECOMMENDATION BY DEPARTMENT FOR PERMANENT STATUS. DATE OF ANNUAL EVALUATION AND RECOMMENDATION FOR STEP DATE OF EMPLOYEE TERMINATION DUE TO UNSUCCESSFUL PROBA- GRADE: RAISE. (YEAR GRADE: TIONARY PERIOD. STEP: 2 STEP: SALARY: 4) SALARY: DATE OF EMPLOYEE RESIGNATION X 1/1/2024 Date RECOMMENDATION AND EFFECTIVE DATE FOR EMPLOYEE MERIT RAISE, GRADE: 65 STEP: 4 SALARY: $19.94 Hourly THE ABOVE NAMED COUNTY EMPLOYEE IS BEING REÇOMMENDED FOR THE INCREASE IN SALARY LISTED ABOVE BASED ONHIS/HER WORK PERFORMANCE EVALUATION COMPLETED: PER THE COUNTY PERSONNEL. POLICY. RN COUNTYM APPROVAL DATE: FINANCE OFFICER DATE: E COPY DATE: Revised 7/05 2 EMPLOYMENT ACTION FORM DATE SUBMITTED: 18Aa3 COUNTY OF PERQUIMANS STATUS: NEW EMPLOYEE/PROBATIONARY PERIOD/MERIT RAISE NAME: Andrea Stoner SOC. SEC. NO.: POSITION: Full Time Telecommunications Shift Super/isOrILDEPT.: Telecommunications NEW EMPLOYEE EFFECTIVE DATE: ENDING DATE OF PROBATIONARY PERIOD: GRADE: STEP: SALARY: CURRENT: GRADE: YEAR STEP: 1 2 3 4 Date Date Date Date SALARY (CIRCLE) JOB PERFORMANCEEVALUATION DATE OF SUCCESSFUL COMPLETION OF PROBATIONARY PERIOD. AND RECOMMENDATION BY DEPARTMENT FORI PERMANENT STATUS. DATE OF ANNUAL EVALUATION AND RECOMMENDATION FOR STEP DATE OF EMPLOYEE TERMINATION DUE' TO UNSUCCESSFUL PROBA- GRADE: RAISE. (YEAR GRADE: TIONARY PERIOD. STEP: 2 STEP; SALARY: 4) SALARY: DATE OF EMPLOYEE RESIGNATION X 1/1/2024 Date RECOMMENDATION AND EFFECTIVE DATE FOR EMPLOYEE MERIT RAISE. GRADE:. 69_STEP:, 5 SALARY: $24.36Hourly L50,676) THE. ABOVE NAMED COUNTY EMPLOYEE IS BEING REÇOMMENDED FOR THE INCREASE INSALARY LISTED ABOVE BASED ONHIS/HER WORK PERFORMANCE EVALUATION COMPLETED: PER THE COUNTY PERSONNEL POLICY. 1 COUNTY MANAGER APPROVAL fnauktleth DATE: 12/6/23 DATE: FINANCE OFFICER /a6/3 COPY DATE: Revised 7/05 Iy.D.2. Page 1 1216123 EMPLOYMENT ACTION FORM DATE SUBMITTED: COUNTY OF PERQUIMANS STATUS: NEW EMPLOYEE/PROBATIONARY PERIOD/MERIT RAISE NAME: Waiter Meads SOC. SEC, NO.: POSITION: Filll Inj Part Time Paramedic NEW EMPLOYEE EFFECTIVE DATE: ENDING DATE OF PROBATIONARY PERIOD: DEPT.: EMS GRADE: STEP: SALARY: CURRENT: GRADE: YEAR STEP: 1 2 3 4 Date Date Date Date SALARY (CIRCLE) VOBPERFORMANCE EVALUATION DATE OF SUCCESSFUL COMPLETION OF PROBATIONARY PERIOD AND RECOMMENDATION BY DEPARTMENT FOR PERMANENT STATUS. DATE OF ANNUAL EVALUATION AND RECOMMENDATION FOR STEP DATE OF EMPLOYEE TERMINATION DUE TO UNSUCCESSFUL PROBA- GRADE: RAISE. (YEAR GRADE: TIONARY PERIOD. STEP: 2 STEP: SALARY: 4) SALARY: DATE OF EMPLOYEE RESIGNATION X 1/1/2024 Date RECOMMENDATION AND EFFECTIVE DATE FOR EMPLOYEE MERIT RAISE, GRADE:. 68_STEP: 6 SALARY: $23.90Hourly THE ABOVE NAMED COUNTY EMPLOYEE IS BEING REÇOMMENDED FOR THE INCREASE IN SALARY LISTED ABOVE BASED ON HIS/HER WORKI PERFORMANCE EVALUATION COMPLETED: PER' THE COUNTY PERSONNEL POLICY. DEPARTMENTRECOMMENDATION E **** COUNTY MANAGER APPROVAL T DATE! FINANCE OFFICER DATE: GOPY DATE: Revised 7/05 1 EMPLOYMENT ACTION FORM DATE SUBMITTED: 1KPB-23 COUNTY OF PERQUIMANS STATUS; NEW EMPLOYEE/PROBATIONARY PERIOD/MERIT RAISE NAME: Leroya Banks POSITION: Deputy. SOC, SEC. NO.: DEPT.: Sheriff's Office_ NEW EMPLOYEE EFFECTIVE DATE: GRADE: STEP: SALARY: ENDING DATE OF PROBATIONARY PERIOD: CURRENT: GRADE: 66_ STEP: 2 1 2 3 4 Date X 1/1/24 Date Date SALARY: $41,286_ (CIRCLE) JOB PERFORMANCE EVALUATION YEAR DATE OF SUCCESSFUL COMPLETION OF PROBATIONARY PERIOD. AND RECOMMENDATION BY DEPARTMENT FOR PERMANENT STATUS. DATE OF ANNUAL EVALUATION AND RECOMMENDATION FOR STEP GRADE: RAISE. (YEAR GRADE: 66 STEP: SALARY: 2 3 4) STEP:3 SALARY: $42,294_ DATE OF EMPLOYEE TERMINATION/RESIGNATION. RECOMMENDATION AND EFFECTIVE DATE FOR EMPLOYEE MERIT RAISE. Date GRADE: STEP: SALARY: THE ABOVE NAMED COUNTY EMPLOYEE IS BEING RECOMMENDED FOR THE INCREASE IN SALARY LISTED ABOVE BASED ON HIS/HER WORK PERFORMANCE EVALUATION COMPLETED: PER' THE COUNTY PERSONNEL POLICY. DEPARTMENT RECOMMENDATION AE PhC DATE: 12--5-23 COUNTY MANAGERAPPROVAL MawkHakE DATE: 12/5/23 FINANCE OFFICER COPY DATE: Revised 7/05 IV.D.4. - Page 1 12/1.9/2023 EMPLOYMENT ACTION FORM DATE SUBMITTED: COUNTY OF PERQUIMANS STATUS; NEW EMPLOVEE/PROBATIONARY PERIODMERIT RAISE NAME:, Vincent Bockelman POSITION: Water Techl SOC.SEC. NO.: DEPT.: Water NEW EMPLOYEE EFFECTIVE DATE: ENDING DATE OF PROBATIONARY PERIOD: JOB PERFORMANCE EVALUATION GRADE:. STEP: SALARY: CURRENT: GRADE: 58 YEAR STEP: 3. 1 2 3 4 Dale Date Date Date SALARY: $29,740 (CIRCLE) DATE OF SUCCESSFUL COMPLETION OF PROBATIONARY PERIOD AND RECOMMENDATION BY DEPARTMENTI FOR PERMANENT STATUS. DATE OF ANNUAL EVALUATION AND RECOMMENDATION FOR STEP DATE OF EMPLOYEE TERMINATION DUE TO UNSUCCESSFULPROBA. GRADE: RAISE. (YEAR GRADE; TIONARY PERIOD. STEP: 2 STEP: SALARY: 3 4) SALARY: DATE OF EMPLOYEE RESIGNATION X 1/1/24 RECOMMENDATION AND EFFECTIVE DATE FOR EMPLOYEE MERIT RAISE. Date GRADE: 58 STEP:, 4 SALARY: $30,483 THE ABOVE NAMED COUNTY EMPLOYEE IS BEING RECOMMENDED FOR THE INCREASE IN SALARY LISTED ABOVE BASED ON HIS/HER WORK PERFORMANCE EVALUATION COMPLETED; PER THE COUNTY PERSONNEL POLICY. 1/11.2024 DEPARTMENT REÇOMMENDATION DATE: 12/79/2023 COUNTY MANARER APPROVAL TE AN DATE: FINANCE OFFICER GOPY DATE: Revised 7/05 IV.E. - Page 1 Re: Agricuitural Advisory Board Teresa Story Tue 12/19/2023 9:41 AM Hey Mary, Thanks Teresa To:Mary Hunnicutt MFtummcut@pergunmnanscoumynegov> Laurence Chappe!l and Michael Moore agreed to another 3: years. Teresa S. Story, County Administrative Assistant North Carolina State University College of Agriculture and Life Sciences North Carolina Cooperative Extension Perquimans County Center 601-A South Edenton Road Street PO Box 87 Hertford, NC27944 Phone: 252-426-5428 Fax: 252-426-1646 Email: eresa_story/@nesu.edu Internet: AXAeTUTAIASIAGNEN Onl Mon, Dec 18, 2023. at 4:33 PM Mary Hunnicutt Mumnicut@perquinansountynegov wrote: Jared & Teresa, the following individuals have terms that expire on January 31, 2024. Cany you please contact them los see ifthey are still interested in serving: NAME Moore, Michael Chappell, Laurence BOARD TERM APPT. EX 3yrs. 2/1/2021 1/31/ 3yrs. 2/1/2021 1/31/ Agricultural Advisory Board - FSA Agricultural Advisory Board - New Hope Thank you for your assistance in this matter. Mary P. Hunnicutt Clerk to the Board Perquimans County P.O. Box 45 Hertford, NC 27944 Phone: (252)426-8484 Fax: (252)426-4034 E-Mail: mhunieut(@perquimanscountync.gov Perquimans Counly's Vision; To he a community ofopportuity in which 10 live, learn, work, prosper" and play. IV.F.1. Page 1 Otis Service and Repair Order SEw 12/5/2023 CUSTOMER NAME 128 North Church. Street Hertford, NC: 27944 PROJECT LOCATION PERQUIMANS COURTHOUSE 128 N CHURCH: ST MERTFORD, NC: 27944 OTIS ELEVATOR COMPANY VIRGINIA BEACH, VA 23452 PROPOSAL NUMBER QTE-001791718 OTIS CONTACT Willigm Spencer Phone: Perquimans County Courthouse 341 SOUTHPORT CIRCLE Email: wlomspenceteolis.com We propose to furnish the necessary materia! and labor on the following units: Unit 429898 SCOPE OF WORK Customer Designation ONLYELV OTIS GLIDETM A DOOR OPERATOR A new OTIS GLDETM A door operator willl be installed. The doors on the car and at the hoisiway entrances will be power-operated by means of an OTIS GLIDETM A door operator mounted on top of the car or attached to the car header. The OTIS GLIDETM A door operator utilizes a closed loop system and direct drive belt technology designed to provide consistent door performance despite changes in temperature or wind, and despite the presence of minor debris in the door track. Using a high-resolution encoder, the system monitors position data and adjusts performance to match operation parameters. The OTIS GLIDETM A door operator aiso has a self-leam feature that enables The OTIS GUDETM A door operator uses energy-efficient permanent magnet AC motors that elimingtes the carbon-dust present in traditional door operator systems that use DC induction motors. In addition, lubrication is not required for the OTIS GUDETM A door operdtor'ssedled bearings, making the unit cleaner Door operation shall be automatic at each landing, with door opening initiated as the car arives at the landing. The doors will be arranged to remain open for an adjustable time period sufficient to meet ADA requirements. Door close will be amanged to start after a minimal time, consistent with building and ADA requirements. An electric car door contact will prevent the elevator from operating unless the car doori is The Optiguard ShieldTM 2D door protection system uses infrared emifters and detectors to create an invisible net across the elevator entrance. The Optiguard ShieldM 2D system confinuously: scansi for intemupted beams. If any beam in the curtain is inferrupted, the Optiguard! ShieldTM 2D system will reopen lft these beams strike an object in the middle oft the entryway, lightr reflects off the object into special photo- diode receivers mounted on the opposite side of the entrance, which scan into the entrywoy. If the the system to more efficiently be tuned. for your building and the environment. in the closed position. OPTIGUARD SHIELDTM 2D ENIRANCEPROTECTION DEVICE the elevator doori instantly. receivers detect enough light, a reversal signali is generated to open the doors. Page 1 of5 IV.F.1. - Page 2 Benefits: Enhanced Protection passengers enter and exit. Investment Protection equipment. Code Compliance Optiguard ShieldM 2D offers enhanced protection for passengers, reducing potentiali injuries. The system enables safe passage through the elevator entrance, holding the doors open while The Optiguard ShieidrM 2D system's infrared beams also detect objects approaching, reducing potential damage to the elevator doors caused by mail carts, stretchers, or other moving Optiguard. ShieldTM 2D meets all requirements under ASME. A17.1-2016/ CSA B44:16 and prior. The Optiguard ShieldrM 2D universal power supply works on any elevator. VA E a 0 OTIS HYDROENHANCE" UPGRADE Otis will supply and install our! HydroEnhance", upgrade to replace your current C existing obsolete 211 controll board. This upgrade will assist in improving reliability and extending the system lfe of youre elevator. -0 PPR D: &0 RE The upgrade kit includes: "u"u"o Engineered Adapfer & Mounting Kit Otis HydroEnhance"w Processor Board Unlf-Specific Software Engineering 0000000 a This processor upgrade engbles real time monitoring when combined with Otis OneTM. Material provided shall be installed in accordance with the ASME AI7.1 Safety Code for Elevators and Escalators. The customer will be responsible for paying local inspection fees If applicable. days and hours of the Elevator Trade unless otherwise specified above. Arepresentative will contact you to: schedule the work. All work will be performed during regular working Page 2of5 IV,F.1. - Page 3 PRICE $46,000.00 Forfy-six thousand dollars Payment terms: This price is based on a one hundred percent (100%) downpayment in the amount of $46,000.00 The base proposal pricei is contingent ponpcaMngocoumpoment of one hundred percent (100%) The downpayment amount is due in full prior fo Otis ordering material and/or mobilizing. Ifyou choose the aiternative downpayment amount listed below, the corresponding adjustment shall 10140q49 of the base contract amount. be applied to the base contract amount. Downpayment Percent 25% 75% Price. Adjustment Percentage Authorization (Initial) +10% +5% In the event 100% of the contract price is not paid up front, we must be paid the remaining balance no later than the completion of work. Final invoice will be submitted once work is scheduied. This proposal, including the provisions printed on the pages following, shalll be al binding contract between you, or the party identified below for whom you gre authorized to contract (collectively refered to herein as" "you"), and US when accepted by you through execution of this proposai by you and approved by our authorized representative; or by your authorizing US to perform work. for the project and our commencing such work. Açceptedi in Duplicate Perquimans Gounty Courhouse 12/M/017 OE HGMBOGONRENA Date: Signed: Date: Signed: Print Mfatlss Name: WFrank Healbr Print Name: Benjamin Saperstein Title: Lounty Managtr Title: General Manager Email: fattaPrphe Company Name: Perquimans County Courthouse Principal, Owner or Authorized Representative of yov Principal or Owner OA Agent, (Name of Principal or Owner) Page 3of5 IV.F.1. - Page 4 TERMS AND CONDITIONS 1. This quolation is subject to change orwithdrawol by US prior lo acceptance by you. 2. The works shall be performed for the agreed price plus any applicoble sales, excise ors similort taxes as requiredb byld low. In addition to the agreed price, yous shali pay tot Us anyf future appliçable laxi imposed on US, our suppliers or youi in conection with the 3. Payments shall be made as follows: A down payment of Onel Hundred percent (100.0%) ofi the price shall ber paidt by you upon your: signing of this document, Fulip payment shall ber made on completion if the work is completed within ot thidy days perod. the worki is not completed within a thirly doy period. monthly progress payments shali be made based on the volue of any equipmentr reody or delivered. We reserve the right to discontinve our work at anyt time until payments shall have been made as agreed andv we! have assurance satisfactoryf toust thot subsequent payments willl ber modey when due. Paymentsr notr received within thirly! (30) doys of thec date ofinvoice shall bes subject lol interest accrued at the rate ofe eighteenp perceni (18%) per annum or at the moximum. rote allowed by dpplicable law, whichever is less. Wes shall aiso be entitled tor relmburement from you of Ourp performance! is conditioned upony yours securing any required governmentol approvais for thei installation ofo any equipment provided hereunder and youry providing our workmen) with as sofe placei in which to work. Additionally. you agree to notily usif you are aware or become owore prior to fhe completion oft the work of the existence of asbestos or olher hozordous matericl in any eievator hoislway, machine room, hailway or other ploce in! the! building where Olis personnel gre orr may be required to perform their work, Ini the event its shouid become necessary to abate, encapsulate or remove asbestos or oiher hazardous materigis from thet bullding, you agree lo ber responsible for such abatement, encapsulation or removai, andit insuch event Olis shall be enlilled to deloy is work until iti is defermined to our satisfaction thal no hazard exists and compensation for delays encounteredi ifs such delay isr more than sixly (60) doys. In any event, we reserve the rightt to discontinue our workin! the building 5. Unless otherwise agreed in writing. iti is understood thot the work shall be performed during our regulor working hours of our regular working doys. if overtime work is mutually agreed upon and perlormed, an additiong! chorge therefore, at our usuai rates for such work, shall be added to the contract price. The performance of our work hereunder is condilioned on your perlorming the preparotory work and supplying the neçessary data specified on1 the front of this proposal orin the atlached specilication, if any. Should wel be required tor make an unscheduledi retur toy your site tol begin or complete the work due to your request, acts or omissions, then suchr retum visits shall bes subject to addilional chorges at ourt then current! labor rates. Tifle to any moteric! to be furnished hereunder shall poss to youy when final payment for suchr materiol is received. In addilion, we shall retain a security interest in all material furnished hereunder ond not poid for in fub, You agree that a copy of this Agreement moy be used as a financing stolement for the purpose of placing upon public record our Interes!i in any material fumished hereunder, andy you agree to execute o uCC-1 form or any other document reasonably requested by Us for that 7. Except insofar as your equipment may be covered by on Ofis mainlenonce or service contracl, itis ogreed Ihal we will make no exomingtion of your equipment other than thot necessary to do the work described in this contract ond ossume no responsibihty for ony part ofy youre equipment except that upon whichy work has been done under this contract, 8. Otis shall not be! lioblet for any loss, damage ord delay due lo ony cousel beyond ourr reasonable control including, but not limited to, acts of govemment, strikes, lockouts, other labor disputes, fire, explosion, theft. floods. woler damage. wegther damage. extreme weother, troffic conditions. epidemic. pandemic, quargntine (including Covid-19), sabotage, cybers security, notional emergency, act of ferrorism, earthquake, rot, civil commotion, wor ori insurrection, vandalism, misuse, abuse, mischief, or acts 9. We warant thato alls services furnished' willl be performedi inc ay workmonlike manner. We also worant thot anye equipment provided hereunder shall be free from defects in workmanship and material. Our sole responsibilty under this wamanty shall be a our option toc correct anyd defective: services and to eltherr repair orr replace any component oft the equipment foundt tobe defective in workmanship or material provided that writien nolice of such defecis shall have been given to us by you) wilhin ninety (90) days after completion of the work or such longer period as may be indicated on the front ol this form. All defective parls that are removed ond replaced by us shall become our property, We do nof agree under this woronty to beart the cost ofr repairs orreplacements. due toy vandalism, abuse, misuse, neglect, normals wear ond tear. modifications not performedbyus. improper ori insufficient maintenonce by olhers, or any causes beyond our control. We shall conduct, of our own expense, the entire defense of any claim, suit or action alleging that, without further combination, the use by you of ony equipment provided hereunder directiy infringes any patent, but only on the conditions thot (c) wer receive, prompt wrifien nolice ofs such claim, suit or aclion and full opportunity and authority to assume the sole defense thereof, including setllement and appeois, and all information availoble to youf for such defense; (b) said equipment is made accordingt to a specification or design fumished by Us; and (c) the claim, suit or actioni is brought against you. Provided all of the foregoing conditions have beent met, we shol, ot ouro own expense, either setlle said claim, sult or action or: shall pay all damages excluding consequentiol damages and costs owarded by the court therein and, ift the use orr resole ofs such equipment) is finally enjoined, we shall, at our option, () procure for you the right to yse the equipment, (B) replace the equipment with equivalent noninfringing equipment, () modify the equipment: soi itb becomes noninfringlng! bute equivglent, or (iv) remove thee equipment and refund the purchgse price ( anyl! less THE EXPRESS WARRANTIES SETF FORTH HEREIN ARE1 THE EXCLUSIVE WARRANTIES GIVEN; WE MAKE NO OTHER WARRANTIES EXPRESS ORI IMPLIED, AND SPECIFICALLYI MAKE NO WARRANTY OF MERCHANTABIIY OR OFF FITNESS FOR ANY PARTICULARI PURPOSE; AND THE EXPRESS WARRANTIES SET FORTH IN THIS ARTICLE ARE IN LIEU OF. ANY: SUCH WARRANTIES AND ANY OTHER OBLIGATION OR 10. Underr no circumslances. shall elther parly! bel liable fors special, indirect, liquidated, or consequential damagesincontroct tort, including negligence, waranty or olherwise, norwithstanding any indemnity provision to the contrary. Notwilhstanding any provision in any contract doçument to the controry, our acceptancel is conditioned on being allowed addillonai time for the performance of the Work due to delays beyond our reasonable control. Your remedies set forih herein are exclusive and our liability with respect to any contract, or anything donei ind connection fherewith: such as performance or bregicht thereof, orfrom pertormance of the work described, the expenses. including attorney's fees, incurred in colleçting any overdue payments. whenever: in our opinion this provisioni ist being violated. purpose. of God or nature. or reasonable allowance for use, domage and obsolescençe. LABILITY ON OUR PART, Page 4of5 IV.F.1. - Page 5 the monufacture, sole, delivery. Installation, repair or use of any equipment fumished under this contract, whether In contract, intort (including negligence), inv waranty or otherwise, shall note exceed the; price for thes equipment ors servicesrendered. , To the fullest extent permitted by law. you agree to defend, indemnify, ond hold Otis hormless against any ciaim or suit for personal injury or property damage dlleged to arise out ofi this controct, except to the extent that: such damage or injury has been adjudicated as having been caused by Olis' sole negligence. In the event that Olis is requesled top provide hoistway cortop/pit access to you, and/or to third parties acting at your request, direction, or control, and which may be subject to additional charges at Otis' sole discretion, then in addition toi the foregoing deferise, indemnity ond hold hommless obligations, yous shall cary and: maintain thef Tollowinginsuronce throughout the duration of suchworkin thel holisiway/cortoplpit. dreas, and will fumish to Otis a çertificate of insurance evidencing the following: Commerciol General Liability insurance, writfen on an occurrence basis, with limits on a per occurrençe bosis of atl least $2,000.000 for personal Injury or death, and $2,000,000 for property damage, naming Olis as addiliongl! insured. Such insurance shali bei issued by oni insurer oulhorized toc do business In the state or province where the properly is locoted and the equipment and/or services are to be rendered, shail contain a clouse in the policy sefling forlh the insurer's acceptance of liabilily as: set forth in this agreement, and a clouse pursuant to which the insurer waives any right of subrogotion as to Olis. This policy shall be writen ds a primary palicy only, and not contributing to or in excess of any insuronce caried by Olis. You: shall provide Otis with af least thirly (30) doys prior wrllen 12. ltis agreed thot after completion of our work, yous shall be responsibte for ensuring that the operation of anye equipment being fumished hereunder is periodicolly inspected, The inferval belween such inspections shall not be fonger thon what may be 13. infurtherance of OSHA's direclive contained in: 29 CFR. $ 1910,1470)200. which requires that a service provider (an' "outside employer") and its customer (an "on-site employer") must inform eoch other of their respeciive lock out/tag out ["LOTO") procedures whenever outside servicingg personnel aret tob be engagedin çontrold ofh hazardous energy activifieson!t the customer's site, Olisi incorporates by reference itsr mechaniçak LOTO procedures andi its electrical LOTO! procedures. Thesep procedures can be obtained of www.otis.com. by clicking on' "Tools & Resources" on the home page, selecting "Lockout Tagout Palicy" under the "Salely Information" column and downloading the "Lockout Tagout Policy Ofis 6.0" and "Mechonical Energy Palicy Olis 7.0," or the then mosi current version, both of which are in. pdf format. You agree that yous will disseminate these procedures throughout your organization to the appropriote personnel who may interact with Otis personnel while Olis personnel are working on: site oty your facility and will ensure that: such personnei comply with these LOTO procedures whlle Ols personnel are 14. This Agreement conslilules the entire understonding! between the parties regarding the subject motter hereof and may not be modified by any terms on your order form or any other document ond supersedes any prior wriften or ordl communication relaling fo the: some subject. Any gmendment or modlicalions to this Agreement shall not be binding upone eilher parly unless 15. This Contract wil be deemed voidable, even afler execution, iitis determined by Otis that performance of thes services and/or engagement in the contractual reldtionshp/ronsoction will violgte. oris otherwise resiricted by, any and all laws, regulations and/or orders, including sonctions laws. that are applicable lo Olis or otherwise apply to Olis' operations. 16. 8y accepting delivery of parisi incorporating software, you agree that the transaction! is not as sale ofs such: soflwgre but merely ali license to use suchs software solely for operating the unitfs) forv which the part was provided. not to copy orlet others copy such softwore for any purpose whoisoever, tol keeps suchs soflworel in confidence as al lrades secrei, andr not to lransier, possession ofs such partt to others except as a part of a! transfer of ownership of the equipment iny whichs suchp parti isi inslalled, provided that you inform usi in wriling about such ownership transfer and the transferee agrees in writing to abide byt the obove! license terms notice of cancellation orr materigl change In the coverage, required byt the opplicable goveming sofety code. working on site, agreed to! In writing by an authorized representotive of eachy parly, prior to any sucht transfer. Page 5 of5 IV.F.2. - Page 1 MANS JACQUELINE S. FRIERSON Register of Deeds, Perquimans Counly K PO. Box 74* Hertford. N.C. 27944- Phone (252) 426-5660. Fax (252)426-7443- email:, ackiefiersen/pequimanscountynegov January 2, 2024 In an effort to prevent property deed fraud, the Perquimans County Register of Deeds office is offering a service called Property Fraud Alert! Sign up is easy and free. It will only take a few minutes to sign up and our hope is that it provides you with timely information and peace of mind. Tell your family and friends to sign up for the Perquimans County Property Fraud Alert system too! Also anyone who receives a communication from a company offering to send you a copy of your real estate deed for an excessive fee, please do not. This is a SCAM. For copies, please contact your local recorders' office. Typically the only charge will be a small copying fee, but in the Internet age you may be able to access a copy online for free. For further information, please do not hesitate to contact the Register of Deeds office @ 252-426-5660. Visit the website at: perguimansrod.us Jacqueline. S. Frierson RegisterofDeeds Perquimans County's Vision: To be a communily af opportmily in which 10 live, learn, work, prosper and play. VI,A. * Page 1 First TryonAdvisors SIMPLIFVING PUBLIG FINANCE FINANCIAL ADVISORY SERVICES AGREEMENT This Agreement (this Agreement") is made bya and between Perquimans County, North Carolina (the' "Client") and First Tryon Advisors, LLC (the "Advisor"), as of the date acknowiedged and accepted byt the Client below Inc consideration of the mutual covenants contained in this Agreement, the parties hereby agree with respect (the "Effective Date"). tot finançial advisory serviçes to be provided by the Advisor tot the Client as follows: SERVICES The Advisor, as an independent contractor. and nota as an employee, shall provide financial advisorys serviçes to the Client as speçified fromt time tot time int the work order or work ordersi int thei form attachedt tot this Agreement as Exhibit A (collectively, if more than one, the "Work Order"), perform all work and deliver all requisite work product (the Deliverables") in connection therewith (collectively, together with the Deliverables, the "Services"). The Advisor agrees to perform the Services in accordance with the highest professional standards applicable to the performance of like services. As part of such Services, Client may periodiçally request reasonable written reports concerning the Advisor's progress, project status and other matters pertainingto the Services, and the Advisor: shall promptly provide such reports to Clemtatnoadatiomitchage Client may, from time to time, request that the Advisor perform additional Services ("Additional Services"). If the Advisor accepts such assighments, the parties shall agree to the parameters of the Additional Services to be undertaken by executing a new or revised Work Order ini thet form of ExhibitA. The Additional Services shall be considered "Serviçes" under this Agreement ands shall be performed in accordance with, and subject to the terms and conditions of, this Agreement andt the Work Order specifying the Serviçes tol be performed. Nothing contained in this Agreement shall constitute making or appointing the Advisor an agent of the Client. The Advisor shall not (a) holdi itself out contrary to the terms of this Agreement; (b) enter into any agreement on behalf of the Client or bind the Client in any way; or (c) make any representation, agreement, act or The, parties agree that Affiliates (as defined below) of Advisor and Affiliates of Client may execute Work Orders in accordance with the provisions of this Agreement. In such event, the applicable Affiliate of such party executing any Work Order shall, for purposes of such' Work Order, be considered "Advisor" and the' "Client" as those terms are used In this Agreement, insofar as it relates to any such Work Order, shall be deemed to bez a two-partya agreement between First Tryon ori its applicable Affiliate on the one hand and Client or its applicable Affiliate on the other hand. As used int this Agreement, an "Affiliate" of an entity is another person or entity which controls, is controlled! by or is under commont control with suche entity, andi thet term "control" ofa an entity shall mean the power to unilaterally direct the policies and management of such entity, whether through the commission contrary to the terms of this Agreement. ownership of voting securities or otherwise. CLIENT MATTERS With respect to any matter described in this Agreement, nothing in this Agreement shall limit the Client's unqualified right, int the Client's discretion, (a) to reject in whole or in part any advice, suggestion, counsel or proposal made by the Advisor; or (b) to make any decision the Client deems to bei in the best interests of the The Client represents that (a) ith has taken all necessary action to authorize the Client's execution, delivery and performance of this Agreement and (b) it has obtained all consents, approvais and authorizations necessary Client. Perquimans County, North Carglina December 5, 2023 Page 2of11 Agreement. TERM VI.A. - Page 2 for the Client's execution and delivery of this Agreement and the performance of its obligations under this This Agreement shalt commençe on the Effective Date and thereafter shall remain in effect unless terminated in accordance with the provisions under the TERMINATION" heading below. The Advisor shall render Services to Client for the period (the Term")set forth in the applicable Work Order. PERSONNEL The Advisor's Services under this Agreement shall be rendered solely by (a) its individual employees or (b) individuals or entities that are not employees of the Advisor that have been engaged by the Advisor to perform Services under this Agreement ont the Advisor's behalf (collectively, the "Third Parties"), ine each case as speçified in the Work Order (collectively, the Personnel"). The Advisor represents any such Personnel are qualified to perform the Services and have been assigned by the Advisor to work with the Client pursuant to this Agreement. The Advisor certifies that after hiring an employee to worki in the United States, the Advisor shall verify the work authorization of the employee through E-Verify (or any replacement procedure). FEES Upon the performance by the Advisor of all ofi its obligations under this Agreement and in an applicable Work Order, and as full compensation for Services performed by the Advisor to Client, Client agrees to pay to the Advisor, and the Advisor agrees to accept, a fee for Services as rendered on the basis set forth int the Work Order. In no event shall Client be obligated to pay any fees accrued in excess oft the Estimated Cost set forth in the Work Order, or accrued in respect of services not described in the Work Order, without the written Ine establishing fees, the Advisor takes into account multiple factors, including the efficiency with which the work was done, the result achieved, the complexity of the matter and any special experience or expertise applied toi it, any extraordinary: scheduling or preemptive attention devoted to the project, and the degree of Unless specifically provided otherwise in the applicable Work Order, the Advisor shall invoice Client upon completion of the Serviçes performed under the applicable Work Order. Invoices willl be paid within 300 days of Client's receipt and acceptance of a proper invoice in açcordance with the applicable Work Order. consent of Client. professional responsibility orl liability undertaken byt thei firm. TERMINATION Either party shall have the right to terminate any ora all of the Services, any or all Work Orders or this Agreement In the event of any termination of any Services, Work Order or this Agreement as set forth above, the Client shall payt the Advisor onlyf for those Serviçes performed, andi reimbursable expenses incurred, before thee effective date oftermination; provided, however, thatt the Clients shall haver nol liability for any Mledarehrepdtdisames performed or expenses incurred after such termination date. Upon termination oft this Agreement, the Advisor shall be relieved of any further obligations to provide services under this Agreement or any applicable Work without cause andi ini its sole discretion upon. 30 days' priorwritten notice. Order. MISCELLANEOUS The provisions of this Agreement constitute the entire agreement of the parties as to the matters addressed in this Agreement and supersede any prior understanding not specifically incorporated in this Agreement. No changes to this Agreement or waiver of any of the terms of this Agreement shall be made except in writing signed byt the Client and the Advisor. In addition, no' Work Order applicable tot this Agreement shall be binding VI.A. - 3 Page Perquimans County, North Carolina December! 5, 2023 Page 3of11 on the Client unless executed by the Client and the Advisor. ini the event of any inconsistencyl betweena a Work Order and the terms set forth ini this Agreement, the terms of the applicable Work Order shall prevail. GOVERNINGLAW This Agreement shall be governed by and construed in accordance with the laws of North Carolina applicable to agreements made and to be fully performed therein. NOTICES All notices, requests, demands or other communications in connection with this Agreement shall! bei inv writing and shalll be deemedi tol have been duly giveni if delivered in person, byan nationally recognized overnight couriers service or by United States mail, postage prepaid, certified or registered, with return receipt requested, or otherwise actually delivered: Iftot the Client at; Perquimans County, NC P.O. Box 45 Hertford, NC, 27944 Ifto the Advisor, at: First Tryon Advisors, LLC Attn: Chief Compliance Officer 6101 Carnegie Blvd, Suite 210 Charlotte, NC 28209 MIAIONONHABLITY NEITHER PARTY SHALL BE LIABLE FOR ANY CAUSE RELATED TO OR ARISING OUT OF THIS AGREEMENT, WHETHER IN CONTRACT, NEGLIGENCE OR TORT, INE EXCESS OF THE TOTAL FEES AND CHARGESI PAID BY THE CLIENT FOR SERVICES RENDERED DURING THE TERM. NEITHER PARTY'S AFFILIATES, DIRECTORS, OFFICERS, EMPLOYEES OR AGENTS SHALL BE LIABLE FOR ANY CAUSE RELATED TOOR ARISING OUTO OF THIS AGREEMENT, WHETHER IN CONTRACT, NEGLIGENCE ORTORT. HEADINGS The paragraph headings In this Agreement are solely for convenience of reference and shall not affect the interpretation of this Agreement. ASSIGNMENT Each provision of this Agreement and all Work Orders shall inure to, and shall be legally binding on, the successors and assigns of the parties to this Agreement. COMPLIANCE WITHLAW The Advisor will complywitha all statutes, ordinances, andi regulations of all1 federal, state, county andi municipal or local governments, and of any and all the departments and! bureaus thereof, applicable to the carrying ond of its business and performance oft the Services andi its obligations under this Agreement. SEVERABILITY wayaffected. Ifanyt term of this Agreement shall be! held invalid, illegal or unenforceable in whole or inj part, then neither the validity of the remaining part of such term nor the validity of any other term oft this Agreement shall bei in any MUNICIPALI ADVISORY CLIENT EDUCATION,ANDI PROTECTION The Advisor is registered with the U.S. Securities and Exchange Commission ("SEC") as a Municipal Advisor. As a registered Municipal Advisor, the Advisor is subject to the rules of the Municipal Securities Rulemaking Board ("MSRB"). Thei MSRB provides certain protections for municipal entities and obligated persons thata are Perquimans County, North Carolina December 5, 2023 Page 40 of11 VI.A. Page 4 clients of a municipal advisor. For complete regulatory and educational information, visitt the MSRB'swebsite atwww.msrb.org. Amunicipaladvisorys client brochure is available ont the MSRB wepslestcurentymalae at nttp:/www.msrD.0rg-/media/Fles/Resources,MSRB-MA-Clents-Brochure.ashx. The client brochure describes client protections that may be provided under MSRB rules, including how to filea a complaintwith: an appropriate regulatoryauthority. MUNCPALADVSOEREGULATOR/DUTES MSRB Rule G-42 requires that municipal advisors provide disclosures of material conflicts of interest and of information regarding certain legal events and disciplinary history. Such disclosures are provided in the Advisor's Municipal Advisor's Disclosure: Statement, which the Advisor has to this Agreement as Exhibit B. Perquimans County, North Carolina December 5,2 2023 Page 5of11 VI.A. - Page 5 IN WITNESS WHEREOF, the Client and the Advisor have duly executed this Agreement, and the Client has acknowledged and accepted the terms of this Agreement, as oft the. day of, 20 PERQUIMANS COUNTY, NORTH CAROLINA By: Name: Title: FIRST TRYON. ADVISORS, LLC PD By: Name: Josh Lassiter Title: Director PHare Name: J.Walter Goldsmith Title: President & COO By: Perquimans County, North Carolina December! 5, 2023 Page 6of11 VI.A. Page 6 EXHIBITA WORK ORDER WORK ORDER to the Agreement dated "Client")and First Tryon Advisors, LLC (the "Advisor"). by and between, (the SERVICES Pursuant to this Work Order, the. Advisor's Services will include thet following: TERM The term with respect to the Serviçes to be performed under this Work Order shall end 30 days after the completion of the Services, uniess terminated earlier in accordance with the Agreement. COMPENSATION Ine establishing fees, the Advisor considers multiple factors, including the efficiency with which the work was done, the result achieved, the complexity oft the matter and any special experience or expertise applied toit, any extraordinary scheduling or preemptive attention devoted to the project, and the degree of professional For services to be performed in connection with this Work Order, the Advisor shall be çompensated as follows: responsibility or llability undertaken by the firm. [To be determined] Such fees may varyi if (1) the contemplated assignment changes materially during the course of the' Term or (2)unusual or unforeseen circumstances arise which require a signifiçant increasei int thet type or scope of the Advisor's responsibilities, The Advisor will consult with the Client if at any time the Advisor believes that circumstances require an adjustment toi its fee. The fee willt not bei increasedwithout: the written consent of the In addition to the compensation outlined above, the Client will reimburse the Advisor for out-of-pocket expenses incurred in connection with the Services. Customary out-of-pocket expenses include, without limitation, costs of travel, meals, lodging, printing/copying, etc. The Advisorwill bill the Client fors such expenses at cost, with no mark-up. The Advisor will not bill the Client for indirect costs such as phone and video conference services; instead, the Client will pay the Advisor an administrative expense fee equal to 4% of any invoiced fee for Services as reimbursement for costs not reasonably allocable on a client-by-client basis, The Advisor is firmly committed to demonstrating value to the Client throughout the financing process. If at anytime the Client believes that the Services provideda are not consistent with thei fees chargedbyt the Advisor, the Client may adjust the fee fors such. Services to any amount the Client deems appropriate. Client. Perquimans County, North Carolina December 5, 2023 Page 7of11 VI.A. - Page 7 AGREED AND ACCEPTED this day of 20 PERQUIMANS COUNTY, NORTH CAROLINA By: Name: Title: FIRSTTRYON. ADVISORS, LLC By: Name: Josh Lassiter Title: Director By: Name: J.Walter Goldsmith Title: President & COO Perquimans County, North Carolina December 5, 2023 Page 8of11 VI.A. - Page 8 EXHIBITE MUNICIPAL ADVISOR DISCLOSURE STATEMENT Developing best practiçes for regulatory compliançe and following the spirit, notj just the letter, of any applicable regulationa are centralt tenets ofF First' TryonAdvisors, LLC("First7 Tryon").Tot thatend, wea are providingyouwitht this Disclosure Statement of Municipal Advisor (this "Disclosure Statement") to explain our fiduciary duties and commimentboyputme"Clemraswelistoprwceypumincenandscosutihstaerguerequredb/theManc.pal Securities Rulemaking Board("MSRBRuleG-42("Rule G-42",whichbecames effecliveon.ume23.2016. FIDUCIARYDUTAInthecmacolaimmeattoreChm.Patrponssubectbalduclay dutythati includesaDuyoiloyalyandaDutyorCar. First Tryon's Duty of Carei includes, buti ist notl limited to, thet following: PastapXosamAsasNwiepNew. Clientwith First Tryon Advisors must make a reasonable inquiry as to the facts that are relevant to the Client's determinationastowheherbopoceedwtnacousedlactonorhatbomlhebastoranyadviceprolided First Tryon Advisors must undertake a reasonable investigation to determine that it is not basing any recommendation on materially inaccurate or incomplete information. Among other matters, First Tryon informedadvice. tothe Client. Aohspmusthisearamabe basist for: anyaoksepowdedtporont behalfofthe Client; any representations made in a certificate that it signs that willl be reasonably foreseeably relied upon byt the Client, any other partyi involved int ther municipal securities transaction or municipal finançial product, or investors in the Client's securities or securities secured by anyi information provided to the Client or other parties involved in the municipal securities transactioninconnectionwtntnepreperationofanoficasiatementforanyapplicableissue payments from the Client; and ofmunicpalsecunties. First Tryon's Duty ofl Loyalty includes, buti isi not limitedi to, thei following: First Tryon Advisors must deall honestly andv witht theu utmost goodi faith with the Client and acti int the Client's First Tryon Advisors may not engage in municipal advisory activities for the Client if First Tryon cannot manageormitigateitsconlictsofinterestinamanner thatwilpermitittoarti int the Client's! best interests. FIRST TRYON'S RECOMMENDATONS TO CLIENTS: Rule G-42 requires that our advisors have a reasonable basis to believe that any recommendation First Tryon makes to the Client is suitable for the Client, based on the information obtained through our reasonable diligence. If the Client requests a review of another party's recommendation, our advisors must determine, based on the information obtained through our reasonable diligence, whether lercommercistonksatae for the Client. Ina addition, FirstTryonmustinfomt the Cliento of: our evaiuation of the material risks, potential benefits, structure, and other characteristics of the the basis upon which First Tryon reasonably believes that the recommendation (or reviewed recommendation), is or is not suitable for the Client; and - whether our advisors have investigated or considered other reasonably feasible alteratives tot ther recommendation that might also servet the Client's best interestswithout" regard tol FistTryon'stinancial or otherinterests. recommendedmunicalsecunestransactonormuncpal.mnancialproductz objectives. Perquimans County, North Carolina December 5, 2023. Page 9of11 following activities: VI.A. - Page 9 PROHIBITED ACTIVITIES: Rule G-42p prohibits First Tryon, amaydhermancpalnoao, from engagingi ini the receiving compensation thati is excessivei ini relation to thei municipal advisory activities actually performed; deliveringa ani invoice forf fees ore expensest for municipal advisoryactivitiest thati is materially inaccuratei ini its reflectionofthes activities actuallyp performedort the personnel that actually performed those activities; making any representation ort thes submission ofa any information that First Tryon knows or: should know is either materially false or materially misleading due tot the omission ofar material fact about the capacity, resources or knowledge of First Tryon, in response to requests for proposals or qualifications or in oral presentations to the Client or another prospective client, for the purpose of obtaining or retaining an making, or participating in, any fee-splitting arrangement with underwriters on any municipal securities transaction as to which it has provided or is providing advice, and any undisçlosed fee splitting making payments for the purpose of obtaining or retaining an engagement to perform municipai advisory engagement toy perform municipal advisory: activities; arrangements) with providers ofinvestments or serviçes tot the Client; and activities MANDATORY DISCLOSURES REGARDING CONFLICTS: Under Rule G-42, First Tryon must disclose toy youin any FirstTlyonafliatet thatp provides anyadvice, service or productt tooronbehalf ofthe Client thati isdirectly any payments made by First Tryon, directly or indirectly, to obtain or retain an engagement to perform any payments received by First Tryonf froma at third party to enlist First Tyonfsrecommendation to the Client ofitsservices, anymunicipals secunitestransactionor: anymunicipalt financialproduct, anyf fee-splitting: arrangements nvowingFirstTyonandanyprowdero'investmentsors servicesto the Client; any conflicts ofinterest arising from compensation for municipal advisorya activities to bep performedthatis contingent ont the size or closing ofa anyt transaction. as tov which First Tryoni is providing advice; and-a any otheractualorpotentalcentalcontictisofinteres, ofwhichFirst? Tponsawamatermasmabe: inquiry, thatçould reasonably be anticipated to impair First Tryon's ability to provide advice to or on behalf of the Client in writing any actuald orp potentialmaterialconfictsofinterest, including: relatedtot emunepsholpy-ahtsi. be performedk by Firstl Tryon; muncpalaowsoyectiwles fort the Client; accundmncawthtieiducdanyduytowestothe Client. Pleasel bea awareofthef followingactualorp etimiwomkeidinent relatedt toc ourrole asyour advisor: Contingent Fees Based on Closing & Size: The Advisor represents that in connection with thei issuance of municipals securities, the Advisor may receive compensation fromani Issuer or Obligated Person for services rendered, which compensationi is contingent upont thes successful closingo ofat transactiona and/or is based on thes sizec ofatransaction. Consistent witht ther requirements OfMSRB Rule G-42, the Advisor herebydiscloses, that such contingent and/or transactional compensation may present a potential conflict of interest regardingi the Advisor'sa ability toj provide unbiased: advice to enteri intos sucht transaction, The contingent fee arrangement creates an incentive for the Advisor to recommend unnecessary financings ori financings that are disadvantageous to the Client, or to advise the Client to increase the size of thei issue. This potential conflict ofi interest willi noti impair the Advisor'sabilityt to render unbiased and competenta advice ortofulfili its Hourly Fees: The Advisor's fees under this agreement may be based on hourly fees of the Advisor's personnel, with the aggregate amount equaling the number of hours worked. by such personnel times an agreed-upon hourly billing rate. This form of compensation presents aj potential conflict ofi interest because it could create an incentive for the Advisor to recommend alternatives that would result in more hours worked, This conflict ofinterestwillnoti impartheAdsorsabily/prenorunbsalandcompetentadMce fiduciaryduty tot the Client. ort tof fulfill itsf fiduciary duty to the Client. Perquimans County, North Carolina December 5, 2023 Page 10of11 VI.A. - Page 10 Fixed Fees: The Advisor'st fees under this agreement, may! be af fixed amount established: at the outset of the Agreement. The amount is usually based upon an analysis by the Client and the Advisor of, among other things, the expected duration and complexity oft thet transaction andt the Scope of Services to! be performed byt the Advisor. Thisf fomofcompensation: presentsap potential conflict ofi interest because, ifthet transaction requires more work than originally contemplated, the Advisor may suffer a loss. Thus, the Advisor may recommend! lesst time-consuming altematives, orf failt to doat thorough analysis ofa alternatives. This conflict ofinterestwilr noti mparteAoMsorsalilyorerortunsasinscemeetemawceortbwum. Itsf fiduciary Increase Cost: Thet fee paidt tot the Advisori increases the cost of investment tot the Client. Thei increased cost Other Advisory Clients: The Advisor serves a wide variety of other clients that may from time to time have interests that could have a direct or indirect impact on thei interests of another. Advisor client. Fore example, the Advisor serves as municipal advisor to other municipal advisory clients and, in such cases, owes a regulatory duty tos such other clients just asi it does to the Client. These other clients may, from time tot time and depending on the specific circumstances, have competing interests. In acting in the interests of its various clients, the Advisor could potentially face a conflict of interest arising from these competing client interests. The Advisor fulfills its regulatory duty and mitigates such conflicts through dealing honestly and dutyt tot the Client. occurs from compensating the Advisor fort municipal advisory services provided. with the utmost goodf faithy with the Client. Inadditiontor mitigating factors citeda above, wet believet thet following factorsenable! Fsatpombomamgpaminigia the conflicts described above: Fiduciary Duty: First Tryon's commitment to the fiduciary duty it owes the Client serves as a general mitigatingt factori for any conflict ofi interest. Takent together, thel Duty of Care andi thel Duty ofLoyaltyrequire First Tryont to deal honestlya andi in good faith withi the Client and to act int the Client's besti interests, without Business Model and Capitalization: First Tryon Advisors is well-capitalized, and its business model is not dependent on maximizing short-term revenues fromany single advisory client or recommendation, Instead, First Tryon's business model and profitability are dependent on cultivating long-term client relationships upervsoyStructure: Firstl Tlyonhastheexperence, eapertseandhnfrasinucturet tos ensured compliancewith allo of its eguatonyooigations. The firm'ss supervisory structure, which includes at Chief Compliance Officer, and other safeguards ensure that our advisors understand, and act in accordance with, the fiduciary duty regard to First Tryon's financial or other interests. based onac demonstrated track record of putting our clients' interests first, First Tryon owes to each ofi its clients. MANDATORY DISCLOSURES REGARDING DISCIPLINARY EVENTS: Under Rule G-42, First Tryon must disclose to youinwrnting)any! legal or disciplinarye event that is material tot the Client'se evaluation of First" Tryond ort thei integrity of its management or advisory personnel and (2) the date of the last material change or addition to thel legal or disciplinary event disclosures on any Form MA or Form MA-I filed with the SEC by First Tryon, along with a brief explanation oft thel basis fort ther materiality of the change or addition. Materiall Legalor Disciplinary! Events: First Tryond doesnoth have anyl legale eventsord discpinaymstoyonFirst Tryon's Form MA and Form MA-I,V whichi includes information. abouta any criminal actions, regulatoryactions, investigations, terminations, judgments, liens, civil judicial actions, customer complaints, arbitrations and How to access Form MA and Form MA-1: First Tryon's most recent Form MA: and each most recent Form MA-I filed with the SEC may be accessed electronically at the following website: civill litigation. Perquimans County, North Carolina December! 5, 2023 Page 11 of11 VI.A. - Page 11 www.sec.gowedgarsearchecgarcompanysearch.ntm: Most Recent Change in Legal or Disciplinary Event Disclosure: There have been no material changes toa legal or disciplinary event disclosure on any Form! MA or Form MA-I filed with the SEC. Ifany material legal orre regulatory actioni isl brought against Frist Tryon, we will provide complete disciosuret tot the Clientindetail, FUTURE DISCLOSURES: Asrequired! by Rule G-42, First" Tryonv will, throughoutt the course ofi its engagementy with the Client, promptly notify the Clienti in writingt tos supplement ora amend this Disclosure Statement as may be necessaryin connection with (1) any changed circumstance that results ini new, material conflicts of interest or material changes tot the conflicts ofi interest described above or (2) any required update tol First Tryon's disciplinarye eventi information. lfyouh have any questions or concerns about this Disclosure Statement ort thei information: above, please makei those questions or concerns known immediately, Ina addition, the Client should consult with its own legal, accounting, tax and other advisors, as applicable, tot thee extent it deems appropriate. IX.B. - Page 1 From: Penny, Paris parspennyecmasnegon Sent: Thursday, December: 14,20232:39PM To: Teressa Blanchard Subject: Congratulations. on youra appointment! Congratulations Ms. Blanchard: Cc: A. Jordan ajpruanepergas.neb; Mary Hunnicutt MPumncuteperqumanscounynegov; Lee, David K dvdetPohasncgoo, Samantha Branch samantha.branchd9@gmail.com)> The North Carolina Social Services Commission appointed you to serve as a member of the Perquimans County Board of Social Services to fill an expired term. You will receive a welcome packet in the mail with additional information. I1 have copied. Angela Jordan, Director, Perquimans County Department of Social Services, Ms. Jordan will contact you about the schedule for upcoming meetings and other information regarding Perquimans County Board of Social Services. Your willingness to serve is appreciated. Best, Paris Paris Penny Senior Policy Advisor Division of Social Services, NCDHHS Office: 919-527-7257 Learn more about! NCDHHS initlatlves Landpriorities. Twitter! Facebook Instagram YouTubel ILinkedin NCDHHS provides essential services toi improve the health, safety: and well-being of alll North Çarolinians. Email correspondence to and from this address is subject lot the North Carolina Public Records Law and may be disclosed tot third parties! by an authorized Stala official. Unauthorized disclosure ofje juvenile, heaith, legally privileged, or othèrwise confidentiall information, including confidentlal information relating to and ongoing State pracurement elfort, is prohibited by law, lfyout have received this email ine error, please notify thes sender immediately and delele all records oft this email, IX.B. - Page 2 SSC- Ella Fieids-Bunch - nominee for Perquimans County DSS Board From: Penny, Paris parspamyoaisnegoe Date: Thu, Dec 14, 2023 at 4:46PM To: Ella Fields-Bunch gfielduneh@mailcom" Subject: RE: [External) Re: SSC- Ella Fields-Bunch - nomince for Perquimans County DSS Board Ms, Fields-Bunch, Istrongly encourage you to apply again when the next vacancy is posted. Ibelieve there is a term expiring June 30, 2024 and the person in the position has served two terms sO they would not be eligible to apply again. This seat expiring in. June is filled by the county and not the Social Services Commission, Therefore,you may want to inquire with the county to see when the seat will be posted. Merry Christmmas and Happy New Year! Paris Paris Penny Senior Policy Advisor Division of Social Services, NCDHHS Office: 919-527-7257 NCDHHS provides essential services to improve the health, safety and well-being of all North Carolinians, Learn more about NCDHHS initiatives and priorities. Twitter Facebook Instagram I YouTube ILinkedin From: Ella Fieids-Bunch srelpunen@mmal.con Sent: Thursday, December 14, 20234:10PM To: Penny, Paris paispemyccmsncpor Forwarded message Subject: [Externa!] Re: SSC- Ella Fields-Bunch - nominee for Perquimans County DSS Board the Report Message button located on your Outlook menu bar on the Home tab. CAUTION: External email. Do not click links or open attachments unless verified. Report suspicious emails with Thank you for: your consideration. Ella Fields-Bunch Dear Ms. Fields-Bunch, On Thu, Dec 14,2023 at 3:341 PM Penny, Paris PISAOINVOANISIEOP wrote: Thank you for submitting your nominee application for appointment by the Social Services Commission to the Perquimans County Board of Social Services. Your application has been reviewed by the Social Services On December 13, 2023, the Social Services Commission approved another applicant to fill this vacancy. Commission for said appointment. Your willingness to serve is appreciated. Best, Paris Penny Senior Policy Advisor Division of Social Services, NCDHHS Office: 919-527-7257 NCDHHS provides essential services to improve the health, safety and well-being of all North Carolinians. Leam more about NCDHHS initiatives and priorities. Twitter! Facebook Instagram YouTube II LinkedIn IX.B. - Page 3 RE: Congratulations on your appointment! Penny, Paris panispemy@ahsanegov, To:Thelma Finch tinch2/@lve.com> amashamaaégpmalcon Cc:A Jordan;Mary Hunnicutt,Lee, David K davd.leedhhs.nc.govP,Samantha Branch Finch-Copeland, Thelma Nov 2023 Applemion.Pegpimmsaper Ms.Jordan, contact information for Ms. Finch-Copeland is attached, Downlonded D Paris Penny Senior Policy Advisor Division of Social Services, NCDHHS Offiçe: 919-527-7257 Leam more about NCDHHS initiatives and priorities. Twitter Facebook Instagram YouTube Linkedin Sent: Thursday, December. 14, 20232:43PM To: Thelma Finch tinch21@lve.com> NCDHHS provides essential. services toi improve thel health, safety and well-baing of alll North Carolinians. From: Penny, Paris Cc: Jordan, Angela; Mary Hunnicutt Mrumncutteperqumarqumanscountyncgovo, Lee, David K david.ee@dhhs.ncgov;Samantha Branch samantha.branchd9@gmal.com> Subject: Congratulations on your appointment! Congratulations Ms. Finch-Copeland: The North Carolina Social Services Commission appointed you to serve as a member ofthe Perquimans County Board of Social Services to fill an expired term. You will receive a welcome packet in the mail with additional information. Ihave copied Angela Jordan, Director, Perquimans County Department of Social Services. Ms. Jordan will contact you about the schedule for upcoming meetings and other information regarding Perquimans County Board of Social Services. Your willingness to serve is appreciated. Best, Paris Paris Penny Senior Policy Advisor Division of Social Services, NCDHHS Office: 919-527-7257 Leamnt more about! NCDHHS initiatives and priorities. Twitter IF Facebook Instagram YouTube ILinkedin NCDHHS provides essential services toi improve the health, safety and well-being ofa all North Carolinians. Email correspondence tos and from this address is subjectt tot the North Carolina Public Records Law andi may be disclosed to! third parties by an authorized: State official. Unauthorized disclosure ofj juvenile, health, legally privileged, ord otherwise confidential Information, including confidential information relating to an ongoing State procurement effort, is prohibited by law. lfyoul have: received this email ine error, please notifyt thes sender immediately and delete allr records oft this email. BOARD LISTING Board/Committee TM CORPREW IX.C. - Page 1 Name Term 4yrs. 2yrs. Appt. Expire Corprew, Tim Corprew, Tim Corprew, Tim Corprew, Tim Corprew, Tim Corprew, Tim Hoffier, Joseph Hoffler, Joseph Hoffler, Joseph Hoffler, Joseph Hoffler, Joseph Hoffler, Joseph Hoffler, Joseph Jones, Kyle Jones, Kyle Jones, Kyle Jones, Kyle Jones, Kyle Nelson, Wallace Nelson, Wallace Nelson, Wallace Nelson, Wallace Nelson, Wallace Nelson, Wallace Ward, James Ward, James Ward, James Ward, James Ward, James Ward, James Woodard, Charles Woodard, Charles Woodard, Charles Woodard, Charles Woodard, Charles Albemarle Commission Albemarle Regional Landfill Authority Economic Development Commission- - County Housing Committee Chairman PegumanaChowancats Landfill Committee Water Committee Albemarle Regional Landfill Authority Economic Development Commission County Home & Community Care Block Grant Inter-Agency Council Commissioner PerqumansChowanats Landfill Committee Recreation Advisory Committee - Commissioner Senior Citizens Advisory Board Albemarie District Jail Commission Court Security Committee Inter-Agency Council- District Attorney RPO Transportation Advisory Committee Water Committee Albemarle Commission (aliemate) Albemarle Regional Health Services Chowan/Perquimans Multi-County LEPC COA- Board of Trustees Economic Development Commission County EMS Advisory Board Court Security Committee unlimited 2/1/2023 unlimited unlimited 2/1/2023 unlimited indefinite 2/1/2023 indefinite unlimited 2/1/2023 unlimited 2yrs. 2/1/2023 1/31/2025 untimited 12/3/2012 unlimited indefinite 2/1/2017 indefinite 2/1/2023 1/31/2027 2/1/2023 1/31/2025 JOSEPH HOFFLER 4yrs. 1yr. 3yrs. 2yrs. unlimited 2/1/2021 1/31/2025 7/1/2023 6/30/2024 7/1/2023 6/30/2026 2/1/2023 1/31/2025 1/5/2015 unlimited KYLE JONES 2yrs. 2/1/2023 1/31/2025 (appointed by District Attorney) 2yrs. 2/1/2023 1/31/2025 unlimited 2/1/2019 unlimited unlimited 9/1/2018 unlimited indefinite 1/5/2015 unlimited 4yrs. 7/1/2021 6/30/2025 2yrs. 2/1/2023 1/31/2025 2yrs. 2/1/2023 1/31/2025 unlimited 2/1/2023 unlimited unlimited 2/1/2015 unlimited unlimited 2/1/2023 unlimited unlimited 2/1/2023 unlimited unlimited 2/1/2023 unlimited unlimited 2/7/2011 unlimited WALLACE NELSON 1yr. 1/1/2024 12/31/2024 JAMES WARD Northeastern Workforce Development Consortium Tourism Development Authority Commissioners) Tri-County Shelter Advisory Committee Board Trillium Northern Region Advisory Board Water Committee Agricultural Advisory Board- Commissioner Chamber of Commerce Board Communications Advisory Board- County Social Services Board Commissioners Tourism Development Authority (Commissioners) 2yrs. 2/1/2023 1/31/2025 CHARLES WOODARD 3yrs. 2yrs. 3yrs. 2yrs. 2/1/2021 1/31/2024 2/1/2023 1/31/2025 7/1/2022 6/30/2025 2/1/2023 1/31/2025 FOR INFORMATION ONLY- - FIO FOR INFORMATION ONLY ITEMS DEPARTMENT HEAD REPORTS - DHR DEPARTMENT HEAD REPORTS DHR-1 Page 1 x DHR-1 - Page 2 X X X X X x DHR-1 Page 3 DHR-2 - Page 1 1668 107 N. Front Street Post Office Box 7 Hertford, NC 27944 Phone: (252)426-7010 (252)426-5564 Fax: (252)426-3624 PERQUIMANS COUNTY TAX DEPARTMENT Enforced Collections-December 2023 GARNISHMENTS: $885.03 PAYMENT AGREEMENTS: $7,028.18 DEBT SETOFFS: $0 DHR-3 Page 1 9 DHR-4 - Page 1 case ACEIVIEY Report 12/2/2023- 3 12/21/2023 ACMIV Date Gase 12/14/2023 arcer Address 140/679 DEEP CREEK RD Molation Desciptiong ActivityType Descmption solid waste trash piled in Inspection Complaint yard from neighbors on more trash accumulating in front yard. Will Follow up and inspect property again. property, house Demoed and cleaned up. property, old house was Demoed and cleanedup. property, still In violation of solld waste ordinance. Property in foreclosure and appears to have been sold. WII be contacting new! owners for claany 12/21/2023 127/3147 NEW Solid waste HOPER RD Inspection Re-inspected 12/21/2023 133/896 PENDER abandoned abandoned Inspection Re-inspected RD home home 12/21/2023 140/679 DEEP CREEK RD solid waste trash piled in Inspection Re-inspected yard Total Records: 4 12/22/2023 Page: 1 of1 COMMITTEE REPORTS: CR COMMITTEE REPORTS