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. . A. Project Understanding and Approach The City of Santa Ana Department of Public Works actively acquires property interests and easements for public works projects. Staff at the City often utilizes acquisition consultants to supplement their efforts and is seeking the services of a qualified acquisition consultant to help them with their acquisition efforts. Overland Resources, Inc. is that firm. We provide acquisition services for numerous cities in Southern California - many of which are considered "on-call" cities. That is, these cities call upon us for all of their real estate needs- acquisition, vacations, policy, dispositions, studies, property management, and appraisal. Most assigned projects follow a general project approach which we have presented below - we often refer to this approach as our work plan. Overland Resources, Inc. is proposing the following work plan for most projects - of course the actual work plan will be dictated by the specific project. Many of the items listed below are concurrent items or they overlap each other _ it will be incumbent upon Joe Fernandez, the project manager to ensure that the work items are orchestrated effectively. The goal of the work plan is to expedite the acquisition process without compromising the public acquisition process. Please understand that the following is not a scope of work, but rather, the typical methodology used for public projects like those you are likely to entertain. One area that we cannot emphasize enough is the fact that our services require a City point of contact with administrative decision making capabilities to approve some of the optional activities as they relate to the success of the project. Projects evolve over their life and there is no possible way we can dictate the ultimate direction. We can guide the direction but we can't dictate it. Our requests for decisions will include a brief analysis ofthe issue, options, and possible ramifications of each choice. As we develop a working relationship, we will be able to anticipate your responses and will guide the project accordingly. We elected to break out the work plan to show an understanding of each specific requirement that will likely surface during our involvement. As you read through this plan, please keep in mind that Overland Resources, Inc. routinely provides most of the following services to our public agency client base. 1. Project Familiarityflmmediate Cost Savings Measures An important element of a successful project is an thorough analysis of the proposed project requirements. This analysis includes an understanding of the probable costs associated with the each needed parcel, as well as an analysis of possible barriers to the acquisition process. Our team is skilled in looking at the affected properties early on to identify areas of possible concern. Once identified, we can work to creatively solve each potential barrier prior to initiating formal action. When dealing with "full-take" projects, we will immediately look for cost saving measures that are consistent with the project goals: For instance, we will drive by the affected parcels and note whether any of the properties are for sale, for lease, or vacant. We may recommend bringing the vacant units under contract immediately to avoid unneeded relocation assistance payments and services fees. We also recommend advancing the acquisition process for the "for sale" properties to avoid the obvious claims for pre- condemnation damages that these property owners often assert. 2. AdministrativeIManagement Coordination We will meet with City staff early to establish approved forms and documents to be used in the acquisition process. We will establish lines of communication and reporting, exchange e-mail addresses and other communication devices and establish the frequency of formal reporting requirements. RlANo QY'tSOURCES Page 1