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HomeMy WebLinkAbout25D - AGMT FOR RIGHT OF WAY ON-CALLREQUEST FOR COUNCIL ACTION CITY COUNCIL MEETING DATE: DECEMBER 15, 2020 TITLE: APPROVE AGREEMENTS WITH MONUMENT ROW, OVERLAND PACIFIC & CUTLER, THE ROW COMPANY, AND CLARK LAND RESOURCES, INC., FOR ON -CALL RIGHT-OF-WAY ACQUISITION SERVICES IN AN AGGREGATE AMOUNT NOT TO EXCEED $550,000 FOR UP TO A FIVE-YEAR TERM (NON -GENERAL FUND) /s/ Kristine Ridge CITY MANAGER CLERK OF COUNCIL USE ONLY: APPROVED ❑ As Recommended ❑ As Amended ❑ Ordinance on 1� Reading ❑ Ordinance on 2nd Reading ❑ Implementing Resolution ❑ Set Public Hearing For CONTINUED TO FILE NUMBER RECOMMENDED ACTION Authorize the City Manager to execute agreements with Monument ROW, Overland Pacific & Cutler, LLC, The ROW Company, and Clarkland Resources, Inc., to provide on -call right-of-way acquisition services for a total aggregate amount not to exceed $550,000 for the three-year term beginning December 15, 2020, and expiring on December 14, 2023, with a provision for two, one- year extensions exercisable by the City Manager and City Attorney, subject to non -substantive changes approved by the City Manager and City Attorney. DISCUSSION On September 10, 2020, the Public Works Agency issued a Request for Proposal (RFP) for consultants to provide on -call right-of-way acquisition services. The chosen consultants will augment City staff with the following specialty services for the timely delivery of capital projects: identify and manage right-of-way needs; right-of-way engineering; preparation and review of property appraisals; preparation of temporary and/or construction easements; disposition and excess of properties; relocation and relocation cost analysis; develop relocation plans and services according to Relocation Law; and related documentation preparation and management for right-of- way acquisition. The RFP was advertised on the City's online bid management and publication system, with bids due on October 8, 2020. Thirty contractors downloaded the project documents. Four proposals were received and evaluated by a selection committee based on criteria as outlined in the RFP. Listed below are the consultants selected for award and their ranking: 25D-1 Approve Agreements for ROW Acquisition Services December 15, 2020 Page 2 Firm Score Monument 91 Overland Pacific & Cutler 90 The ROW Company 89 Clark Land Resources, Inc. 87 In accordance with the RFP, staff recommends awarding contracts to Monument, Overland Pacific & Cutler, The ROW Company, and Clark Land Resources, Inc. (Exhibits 1 - 4). Each proposal demonstrated a high technical competency and experience performing similar services. The proposals demonstrated a clear path toward achieving City goals and objectives as required by the RFP. FISCAL IMPACT These on -call agreements will be used for various water capital projects and for the Warner Avenue Improvements Phase 2 project (Project No. 18-6901). Funds are budgeted and available for expenditure in the current fiscal year and will be budgeted in future fiscal years based on the needs of the Public Works Agency. The following is an estimate of expenditures by fiscal year: Accounting Unit- Accounting Unit, Fiscal Year Account No. Fund Description Amount Account Description (Activity No.) Water Administration & FY 2020-21 06017645-62300 Water Engineering, Contract $100,000 Services -Professional FY 2020-21 03217663-66220 Measure M — Street M2C-ACE ROW Consultant $50,000 (18690104164) Construction Water Administration & FY 2021-22 06017645-62300 Water Engineering, Contract $100,000 Services -Professional FY 2021-22 03217663-66220 Measure M — Street M2C-ACE ROW Consultant $100,000 (18690104164) Construction Water Administration & FY 2022-23 06017645-62300 Water Engineering, Contract $100,000 Services -Professional Optional Extension Years Water Administration & FY 2023-24 06017645-62300 Water Engineering, Contract $50,000 Services -Professional 25D-2 Approve Agreements for ROW Acquisition Services December 15, 2020 Page 3 Accounting Unit- Accounting Unit, Fiscal Year Account No. Fund Description Amount Account Description (Activity No.) Water Administration & FY 2024-25 06017645-62300 Water Engineering, Contract $50,000 Services -Professional Total $550,000 Fiscal Impact Verified By: Kathryn Downs, CPA, Executive Director— Finance and Management Services Agency Submitted By: Nabil Saba, P.E., Executive Director — Public Works Agency Exhibits: 1. Agreement with Monument 2. Agreement with Overland Pacific & Cutler 3. Agreement with The ROW Company 4. Agreement with Clark Land Resources, Inc. 25D-3 EXHIBIT 1 AGREEMENT TO PROVIDE ON -CALL RIGHT OF WAY ACQUISITION SERVICES FOR THE CITY OF SANTA ANA THIS AGREEMENT is made and entered into on this 15'h day of December, 2020 by and between Monument ROW, a California corporation ("Consultant"), and the City of Santa Ana, a charter city and municipal corporation organized and existing under the Constitution and laws of the State of California ("City"). RECITALS A, The City desires to retain a consultant having special skill and knowledge in the field of right of way acquisition services on an as needed basis. B. Consultant represents that Consultant is able and willing to provide such services to the City. C. In undertaking the performance of this Agreement, Consultant represents that it is knowledgeable in its field and that any services performed by Consultant under this Agreement will be performed in compliance with such standards as may reasonably be expected from a professional consulting firm in the field. NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the terms and conditions hereinafter set forth, the parties agree as follows: 1. SCOPE OF SERVICES On an on -call basis, and at the City's sole discretion, Consultant shall perform the services described in the scope of work that was included in RFP No. 20-091, which is attached as Exhibit A, and as more specifically delineated in Consultant's proposal, which is attached as Exhibit B and incorporated in full. 2. COMPENSATION a. City neither warrants nor guarantees any minimum or maximum compensation to Consultant under this Agreement. Consultant shall be paid only for actual services performed under this Agreement at the rates and charges identified in Exhibit C. Consultant is one of four (4) consultants selected to provide right of way acquisition services on an on -call basis under RFP 20-091. The total compensation for these services provided by all such consultants selected under RFP 20-091 shall not exceed the shared aggregate amount of S550,000 during the term of the Agreement, including any extension periods. b. Payment by City shall be made within 45 days (forty-five) days following receipt of proper invoice evidencing work performed, subject to City accounting procedures. Payment need not be made for work, which fails to meet the standards of performance set forth in the Recitals, which may reasonably be expected by City. Non -Fed Funding (6.1.2020) Page I of 11 25D-4 3. TERM This Agreement shall commence on the date first written above and terminate on December 14, 2023, unless terminated earlier in accordance with Section 17, below. The term of this Agreement may be extended for two 1-year periods upon a writing executed by the City Manager and City Attorney. 4. PREVAILING WAGES Consultant is aware of the requirements of California Labor Code Section 1720, et seq., and 1770, et seq., as well as California Code of Regulations, Title 8, Section 16000, et seq., ("Prevailing Wage Laws"), which require the payment of prevailing wage rates and the performance of other requirements on "public works" and "maintenance" projects. if the services being performed are part of an applicable "public works" or "maintenance" project, as defined by the Prevailing Wage Laws, and the total compensation is $1,000 or more, Consultant agrees to fully comply with such Prevailing Wage Laws. Consultant shall defend, indemnify and hold the City, its elected officials, officers, employees and agents free and harmless from any claim or liability arising out of any failure or alleged failure to comply with the Prevailing Wage Laws. 5. INDEPENDENT CONTRACTOR Consultant shall, during the entire term of this Agreement, be construed to be an independent contractor and not an employee of the City. This Agreement is not intended nor shall it be construed to create an employer -employee relationship, a joint venture relationship, or to allow the City to exercise discretion or control over the professional manner in which Consultant performs the services which are the subject matter of this Agreement; however, the services to be provided by Consultant shall be provided in a manner consistent with all applicable standards and regulations governing such services. Consultant shall pay all salaries and wages, employer's social security taxes, unemployment insurance and similar taxes relating to employees and shall be responsible for all applicable withholding taxes. 6. OWNERSHIP OF MATERIALS This Agreement creates a non-exclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Consultant under this Agreement ("Documents & Data"). Consultant shall require all subcontractors to agree in writing that City is granted a non-exclusive and perpetual license for any Documents & Data the subcontractor prepares under this Agreement. Consultant represents and warrants that Consultant has the legal right to license any and all Documents & Data. Consultant makes no such representation and warranty in regard to Documents & Data which were provided to Consultant by the City. City shall not be limited in any way in its use of the Documents and Data at any time, provided that any such use not within Nan -Fed Funding (6.1.2020) Page 2 of 11 25D-5 the purposes intended by this Agreement shall be at City's sole risk. 7. INSURANCE Prior to undertaking performance of work under this Agreement, Consultant shall maintain and shall require its subcontractors, if any, to obtain and maintain insurance as described below: a. Commercial General Liability Insurance. Consultant shall maintain commercial general liability insurance naming the City, its officers, employees, agents, volunteers and representatives as additional insured(s) and shall include, but not be limited to protection against claims arising from bodily and personal injury, including death resulting therefrom and damage to property, resulting from any act or occurrence arising out of Consultant's operations in the performance of this Agreement, including, without limitation, acts involving vehicles. The amounts of insurance shall be not less than the following: single limit coverage applying to bodily and personal injury, including death resulting therefrom, and property damage, in the total amount of $1,000,000 per occurrence, with $2,000,000 in the aggregate. Such insurance shall (a) name the City, its officers, employees, agents, and representatives as additional insured(s); (b) be primary and not contributory with respect to insurance or self-insurance programs maintained by the City; and (c) contain standard separation of insureds provisions. b. Business automobile liability insurance, or equivalent form, with a combined single limit of not less than $1,000,000 per occurrence. Such insurance shall include coverage for owned, hired and non -owned automobiles. C. Worker's Compensation Insurance. In accordance with the provisions of Section 3700 of the Labor Code, Consultant, if Consultant has any employees, is required to be insured against liability for worker's compensation or to undertake self- insurance. Prior to commencing the performance of the work under this Agreement, Consultant agrees to obtain and maintain any employer's liability insurance with limits not less than $1,000,000 per accident. d. If Consultant is or employs a licensed professional such as an architect or engineer: Professional liability (errors and omissions) insurance, with a combined single limit of not less than $1,000,000 per claim with $2,000,000 in the aggregate. C. The following requirements apply to the insurance to be provided by Consultant pursuant to this section: i. Consultant shall maintain all insurance required above in full force and effect for the entire period covered by this Agreement. ii. Certificates of insurance shall be furnished to the City upon execution of this Agreement and shall be approved by the City. iii. Certificates and policies shall state that the policies shall not be canceled or reduced in coverage or changed in any other material aspect without thirty (30) days prior written notice to the City. iv. Where the amounts or coverage provided by the certificates of insurance provides coverage greater than those listed by this Agreement, the amounts provided by the certificates of insurance shall be incorporated by reference Non -Fed Funding (6, 1.2020) Page 3 of 11 25D-6 into the Agreement. V. Consultant shall supply City with a fully executed additional insured endorsement. If Consultant fails or refuses to produce or maintain the insurance required by this section or fails or refuses to furnish the City with required proof that insurance has been procured and is in force and paid for, the City shall have the right, at the City's election, to forthwith terminate this Agreement. Such termination shall not affect Consultant's right to be paid for its time and materials expended prior to notification of termination. Consultant waives the right to receive compensation and agrees to indemnify the City for any work performed prior to approval of insurance by the City. 8. INDEMNIFICATION Consultant agrees to defend, and shall indemnify and hold harmless the City, its officers, agents, employees, contractors, special counsel, and representatives from liability: (1) for personal injury, damages, just compensation, restitution, judicial or equitable relief arising out of claims for personal injury, including death, and claims for property damage, which may arise from the negligent operations of the Consultant, its subcontractors, agents, employees, or other persons acting on its behalf which relates to the services described in section 1 of this Agreement; and (2) from any claim that personal injury, damages, just compensation, restitution, judicial or equitable relief is due by reason of the terms of or effects arising from this Agreement. This indemnity and hold harmless agreement applies to all claims for damages, just compensation, restitution, judicial or equitable relief suffered, or alleged to have been suffered, by reason of the events referred to in this Section or by reason of the terms of, or effects, arising from this Agreement. The Consultant further agrees to indemnify, hold harmless, and pay all costs for the defense of the City, including fees and costs for special counsel to be selected by the City, regarding any action by a third party challenging the validity of this Agreement, or asserting that personal injury, damages, just compensation, restitution, judicial or equitable relief due to personal or property rights arises by reason of the terms of, or effects arising from this Agreement. City may make all reasonable decisions with respect to its representation in any legal proceeding. Notwithstanding the foregoing, to the extent Consultant's services are subject to Civil Code Section 2782.8, the above indemnity shall be limited, to the extent required by Civil Code Section 2782.8, to claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant. 9. INTELLECTUAL PROPERTY INDEMNIFICATION Consultant shall defend and indemnify the City, its officers, agents, representatives, and employees against any and all liability, including costs, for infringement of any United States' letters patent, trademark, or copyright infringement, including costs, contained in the work product or documents provided by Consultant to the City pursuant to this Agreement. 10. RECORDS Consultant shall keep records and invoices in connection with the work to be performed under this Agreement. Consultant shall maintain complete and accurate records with respect to Non -Fed Funding (6.1.2020) Page 4 of 11 25D-7 the costs incurred under this Agreement and any services, expenditures, and disbursements charged to the City for a minimum period of three (3) years, or for any longer period required by law, from the date of final payment to Consultant under this Agreement. All such records and invoices shall be clearly identifiable. Consultant shall allow a representative of the City to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement during regular business hours. Consultant shall allow inspection of all work, data, documents, proceedings, and activities related to this Agreement for a period of three (3) years from the date of final payment to Consultant under this Agreement. 11. CONFIDENTIALITY If Consultant receives from the City information which due to the nature of such information is reasonably understood to be confidential and/or proprietary, Consultant agrees that it shall not use or disclose such information except in the performance of this Agreement, and furtber agrees to exercise the same degree of care it uses to protect its own information of like importance, but in no event less than reasonable care. "Confidential Information" shall include all nonpublic information. Confidential information includes not only written information, but also information transferred orally, visually, electronically, or by other means. Confidential information disclosed to either party by any subsidiary and/or agent of the other party is covered by this Agreement. The foregoing obligations of non-use and nondisclosure shall not apply to any information that (a) has been disclosed in publicly available sources; (b) is, through no fault of the Consultant disclosed in a publicly available source; (c) is in rightful possession of the Consultant without an obligation of confidentiality; (d) is required to be disclosed by operation of law; or (e) is independently developed by the Consultant without reference to information disclosed by the City. 12. CONFLICT OF INTEREST CLAUSE Consultant covenants that it presently has no interests and shall not have interests, direct or indirect, which would conflict in any manner with performance of services specified under this Agreement. 13. NON-DISCRIMINATION Consultant shall not discriminate because of race, color, creed, religion, sex, marital status, sexual orientation, gender identity, gender expression, gender, medical conditions, genetic information, or military and veteran status, age, national origin, ancestry, or disability, as defined and prohibited by applicable law, in the recruitment, selection, teaching, training, utilization, promotion, termination or other employment related activities or any services provided under this Agreement. Consultant affirms that it is an equal opportunity employer and shall comply with all applicable federal, state and local laws and regulations. 14. EXCLUSIVITY AND AMENDMENT This Agreement represents the complete and exclusive statement between the City and Consultant, and supersedes any and all other agreements, oral or written, between the parties. In Nnn-Fed Funding (6.1-2020) Page 5 of 1 I 25D-8 the event of a conflict between the terms of this Agreement and any attachments hereto, the terms of this Agreement shall prevail. This Agreement may not be modified except by written instrument signed by the City and by an authorized representative of Consultant. The parties agree that any terms or conditions of any purchase order or other instrument that are inconsistent with, or in addition to, the terms and conditions hereof, shall not bind or obligate Consultant or the City. Each party to this Agreement acknowledges that no representations, inducements, promises or agreements, orally or otherwise, have been made by any party, or anyone acting on behalf of any party, which is not embodied herein. 15. ASSIGNMENT Inasmuch as this Agreement is intended to secure the specialized services of Consultant, Consultant may not assign, transfer, delegate, or subcontract any interest herein without the prior written consent of the City and any such assignment, transfer, delegation or subcontract without the City's prior written consent shall be considered null and void, Nothing in this Agreement shall be construed to limit the City's ability to have any of the services, which are the subject to this Agreement performed by City personnel or by other consultants retained by City. 16. TERMINATION This Agreement may be terminated by the City upon thirty (30) days written notice of termination. In such event, Consultant shall be entitled to receive and the City shall pay Consultant compensation for all services performed by Consultant prior to receipt of such notice of termination, subject to the following conditions: a. As a condition of such payment, the Executive Director may require Consultant to deliver to the City all work product(s) completed as of such date, and in such case such work roduct shall be the Consultant consentstproperty o the City'usprohibited e thereof for such purposes as the City deems appropriate. b. Payment need not be made for work that fails to meet the standard of performance specified in the Recitals of this Agreement. 17, WAIVER No waiver of breach, failure of any condition, or any right or remedy contained in or granted by the provisions of this Agreement shall be effective unless it is in writing and signed by the party waiving the breach, failure, right or remedy. No waiver of any breach, failure or right, or remedy shall be deemed a waiver of any other breach, failure, right or remedy, whether or not similar, nor shall any waiver constitute a continuing waiver unless the writing so specifies. IS. JURISDICTION - VENUE This Agreement has been executed and delivered in the State of California and the validity, interpretation, performance, and enforcement of any of the clauses of this Agreement shall be Non -Fed Funding(6.1.2020) Page 6 of 11 25D-9 determined and governed by the laws of the State of California. Both parties further agree that Orange County, California, shall be the venue for any action or proceeding that may be brought or arise out of, in connection with or by reason of this Agreement. 19. PROFESSIONAL LICENSES Consultant shall, throughout the term of this Agreement, maintain all necessary licenses, permits, approvals, waivers, and exemptions necessary for the provision of the services hereunder and required by the laws and regulations of the United States, the State of California, the City of Santa Ana and all other governmental agencies. Consultant shall notify the City immediately and in writing of its inability to obtain or maintain such permits, licenses, approvals, waivers, and exemptions. Said inability shall be cause for termination of this Agreement. 20. MISCELLANEOUS PROVISIONS a. Each undersigned represents and warrants that its signature herein below has the power, authority and right to bind their respective parties to each of the terms of this Agreement, and shall indemnify City fully, including reasonable costs and attorney's fees, for any injuries or damages to City in the event that such authority or power is not, in fact, held by the signatory or is withdrawn. b. All Exhibits referenced herein and attached hereto shall be incorporated as if fully set forth in the body of this Agreement. 21. NOTICE Any notice, tender, demand, delivery, or other communication pursuant to this Agreement shall be in writing and shall be deemed to be properly given if delivered in person or mailed by first class or certified mail, postage prepaid, or sent by fax or other telegraphic communication in the manner provided in this Section, to the following persons: To City: Clerk of the City Council City of Santa Ana 20 Civic Center Plaza (M-30) P.O. Box 1988 Santa Ana, CA 92702-1988 Fax: 714- 647-6956 With courtesy copies to: Nabil Saba Executive Director, Public Works Agency City of Santa Ana 20 Civic Center Plaza (M-21), P.O. Box 1988 Santa Ana, California 92702 Fax: 714-647-5635 Non -Fed Funding (6.12020) Page 7 of 1 1 25D-10 To Consultant: Monument 200 Spectrum Drive, Suite 300 Irvine, California 92618 Attention: Amber Costello, President ACostello@monumentrow.com A party may change its address by giving notice in writing to the other party. Thereafter, any communication shall be addressed and transmitted to the new address. if sent by mail, communication shall be effective or deemed to have been given three (3) days after it has been deposited in the United States mail, duly registered or certified, with postage prepaid, and addressed as set forth above. if sent by fax, communication shall be effective or deemed to have been given twenty-four (24) hours after the time set forth on the transmission report issued by the transmitting facsimile machine, addressed as set forth above. For purposes of calculating these time frames, weekends, federal, state, County or City holidays shall be excluded. IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first above written. ATTEST: CITY OF SANTA ANA Daisy Gomez Kristine Ridge Clerk of the Council City Manager APPROVED AS TO FORM: SOMA R. CARVALHO City Attorney By: 'Ang. A Rea 'k Laura A. Rossini Acting Chief Assistant City Attorney RECOMMENDED FOR APPROVAL: Nabil Saba Executive Director Public Works Agency Non -Fed Funding (6.1.20201 Page 8 of I I 25D-11 Nan -Fed Funding (6.1.2020) EXHIBIT A SCOPE OF SERVICES Page 9 of 1 I 25D-12 Appendix ATTACHMENTI SCOPE OF WORK CITY OF SANTA ANA REQUEST FOR PROPOSALS FOR WATER RESOURCES RIGHT OF WAY ACQUISITION SERVICES RFP NO.: 20-091 Introduction and Background: The City of Santa Ana ("Santa Ana" or "City") is the county seat and the second most populous city in Orange County, California, with over 343,000 residents. It is the 57`h most -populous city in the United States. Santa Ana is located in Southern California, adjacent to the Santa Ana River, about 10 miles away from the California coast. Founded in 1869, the City is part of the Greater Los Angeles Area, the second largest metropolitan area in the United States with almost 18 million residents in 2010. The City of Santa Ana Public Works Agency (PWA) is soliciting proposals for Water Resources Right of Way Acquisition Services. The City is looking for a multi -functional consultant/s to advise the City and provide real property acquisition, appraisal and related services. The Consultant/s shall adhere to professional standards, the Uniform Act, Caltrans Right of Way Manual, FHWA requirements, and applicable laws and regulations. This request for proposal (RFP) provides interested qualified firms with the information enabling them to submit a Service Bid Proposal and the services described herein. Description of Work: On as needed basis, the selected firm/s shall provide the City with the following services as described herein. The selected Consultants will be expected to manage and control costs and resources, and complete work in adherence to the agreed upon project schedule and terms. The consultands shall be able to provide the following tasks and not limited to: property appraisal, appraisal review, partial and full acquisition and relocation related functions, easements, temporary construction easements, disposition and excess of properties, negotiate price, identify and manage right of way needs, right of way engineering, development relocation plans and relocation services according to Relocation Law, negotiation with property owners and tenants, cost relocation analysis, right of way cost analysis, and related documentation preparation and management to right of way acquisition. City of Santa Ana RFP 20-091 Page 1 25D-13 Coordination and Proiect Management: • The Consultants shall review the assigned project with City Staff, coordinate and review of all documents, and become familiar with the tasks related to the project. • Develop feasible work plans and schedules to complete the services. Schedule should identify critical path tasks, and be updated prior to each monthly meeting. • Conduct monthly meetings with the City Staff to discuss progress and project activities. • Coordinate with City Staff and specialty consultants, and others to resolve project issues. • Prepare progress status reports and presentations as needed • Monitor and prepare update schedules, templates for appraisals, statements, agreements, acquisitions, relocations, and related information thereof. • Establish and implement quality assurance and quality control documentation protocols with each of the deliverables. • Attend City Council meetings (if necessary) and present Appraisal Services: • Appraisals shall conform with the Uniform Relocation Assistance and Real Property Acquisition Act (Uniform Act) and Uniform Standards of Professional Appraisal Practice (USPAP). • Prepare appraisals for all the parcels and properties as determined for each project. • Develop opinion and cost for fee analysis for each project. • Provide current preliminary title report with all exceptions. Proved plats, legal descriptions for project. Appraisal Review Services: As required by the Uniform Act, appraisals report must be reviewed by an independent appraisal reviewer. • Prepare review report with findings and conclusions. • Prepare ,Statement of just Compensation" to the City. • For partial takes, (if any) document value of remaining property and impacts. Acquisition Services: Acquisition must occur within 30 days of appraisal approval. • Upon City concurrence of Just Compensation, prepare offer letter and arrange meetings to discuss offer and acquisition. • ase process, coordinate appraisal, escrow, final settlement Prepare and manage right of way porch memorandum and related tasks to complete the right of way acquisition. Negotiate and be available to discuss acquisition with the owners and explain the process. Additional Services: If requested, the Consultants shall provide the following services: • Assist in utility relocation, street vacation and like matters • Negotiate for loss of rent agreements, where applicable, • Negotiate for rights of entry and environmental audits, • Provide consultation services, • Assist in clearing any encumbrances and or liens to title, City of Santa Ana RFP 20-091 Page 2 25D-14 • Negotiate for loss of business goodwill, where applicable, • Utility coordination and relocation, including franchises: telephone, cable, railroad, electrical (where applicable), • Prepare right of entry documentation, • Property Management, if applicable, • Right of Way Certification, if applicable All completed reports shall be certified to be correct and signed by the responsible parties doing the assigned work. General Requirements and Proiect Deliverables: • The selected firmis shall submit to the City copies of all correspondence, contracts, appraisals, and all other reports related to the subject in connection with the project. • The selected firms shall obtain all necessary permits, and licenses from the City and local jurisdiction prior to commencing any of the work. • All work shall be performed to the specific project and or location as detailed in the notice to proceed and indicated by the City. • All reports, analyses, and technical memoranda shall be submitted electronically to the City and include all the information as required. *A list of positions and hourly rates shall be included as part of the proposal and included in the seal bid package. See Attachment 4 — ADDITIONAL PROVISIONS for a sample breakdown. Consultant Responsibilities: The Consultant shall be able to comply with Caltrans Local Assistance Procedure Manual, Exhibit 10-K — Consultant Annual Certification of Indirect Costs and Financial Management System, and any other state audit and or federal government agency. This section is applicable to all federal funded related project related services. City Responsibilities: The City will provide information in its possession relevant to the preparation of the required information in the RFP. The City will provide only the staff assistance and the documentation specifically in referred to herein. City of Santa Ana RFP 20-091 Page 3 25D-15 Non -Fed Funding (6.1.2020) EXHIBIT B CONSULTANT'S PROPOSAL Page 10 of 11 25D-16 DocuSign Envelope ID: 01 C1 DA1 D-6C6A-4608-A484-D928555169F0 EXHIBIT 2 AGREEMENT TO PROVIDE ON -CALL RIGHT OF WAY ACQUISITION SERVICES FOR THE CITY OF SANTA ANA THIS AGREEMENT is made and entered into on this 15d' day of December, 2020 by and between Overland Pacific & Cutler, LLC a Delaware limited liability company ("Consultant"), and the City of Santa Ana, a charter city and municipal corporation organized and existing under the Constitution and laws of the State of California ("City"). RECITALS A. The City desires to retain a consultant having special skill and knowledge in the field of right of way acquisition services on an as needed basis. B. Consultant represents that Consultant is able and willing to provide such services to the City. C. In undertaking the performance of this Agreement, Consultant represents that it is knowledgeable in its field and that any services performed by Consultant under this Agreement will be performed in compliance with such standards as may reasonably be expected from a professional consulting firm in the field. NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the terms and conditions hereinafter set forth, the parties agree as follows: 1. SCOPE OF SERVICES On an on -call basis, and at the City's sole discretion, Consultant shall perform the services described in the scope of work that was included in RFP No. 20-091, which is attached as Exhibit A, and as more specifically delineated in Consultant's proposal, which is attached as Exhibit B and incorporated in full. 2. COMPENSATION a. City neither warrants nor guarantees any minimum or maximum compensation to Consultant under this Agreement. Consultant shall be paid only for actual services performed under this Agreement at the rates and charges identified in Exhibit C. Consultant is one of four (4) consultants selected to provide right of way acquisition services on an on -call basis under RFP 20-091. The total compensation for these services provided by all such consultants selected under RFP 20-091 shall not exceed the shared aggregate amount of $550,000 during the term of the Agreement, including any extension periods. b. Payment by City shall be made within 45 days (forty-five) days following receipt of proper invoice evidencing work performed, subject to City accounting procedures. Payment need not be made for work, which fails to meet the standards of performance set forth in the Recitals, which may reasonably be expected by City. Page 1 of 12 Non -Fed Funding (6.1.2020) 2 5 D -17 DocuSign Envelope ID: 01 C1 DA1 D-6C6A-4608-A484-D928555169F0 3. TERM This Agreement shall commence on the date first written above and terminate on December 14, 2023, unless terminated earlier in accordance with Section 17, below. The term of this Agreement may be extended for two 1-year periods upon a writing executed by the City Manager and City Attorney. 4. PREVAILING WAGES Consultant is aware of the requirements of California Labor Code Section 1720, et seq., and 1770, et seq., as well as California Code of Regulations, Title 8, Section 16000, et seq., ("Prevailing Wage Laws"), which require the payment of prevailing wage rates and the performance of other requirements on "public works" and "maintenance" projects. Ifthe services being performed are part of an applicable "public works" or "maintenance" project, as defined by the Prevailing Wage Laws, and the total compensation is $1,000 or more, Consultant agrees to fully comply with such Prevailing Wage Laws. Consultant shall defend, indemnify and hold the City, its elected officials, officers, employees and agents free and harmless from any claim or liability arising out of any failure or alleged failure to comply with the Prevailing Wage Laws. 5. INDEPENDENT CONTRACTOR Consultant shall, during the entire term of this Agreement, be construed to be an independent contractor and not an employee of the City. This Agreement is not intended nor shall it be construed to create an employer -employee relationship, a joint venture relationship, or to allow the City to exercise discretion or control over the professional manner in which Consultant performs the services which are the subject matter of this Agreement; however, the services to be provided by Consultant shall be provided in a manner consistent with all applicable standards and regulations governing such services. Consultant shall pay all salaries and wages, employer's social security taxes, unemployment insurance and similar taxes relating to employees and shall be responsible for all applicable withholding taxes. 6. OWNERSHIP OF MATERIALS This Agreement creates a non-exclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Consultant under this Agreement ("Documents & Data"). Consultant shall require all subcontractors to agree in writing that City is granted a non-exclusive and perpetual license for any Documents & Data the subcontractor prepares under this Agreement. Consultant represents and warrants that Consultant has the legal right to license any and all Documents & Data. Consultant makes no such representation and warranty in regard to Documents & Data which were provided to Consultant by the City. City shall not be limited in any way in its use of the Documents and Data at any time, provided that any such use not within Page 2 of 12 Non -Fed Funding (6.1.2020) 2 5 D -1 Q V DocuSign Envelope ID: 01 C1 DA1 D-6C6A-4608-A484-D928555169F0 the purposes intended by this Agreement shall be at City's sole risk. INSURANCE Prior to undertaking performance of work under this Agreement, Consultant shall maintain and shall require its subcontractors, if any, to obtain and maintain insurance as described below: a. Commercial General Liability Insurance. Consultant shall maintain commercial general liability insurance naming the City, its officers, employees, agents, volunteers and representatives as additional insured(s) and shall include, but not be limited to protection against claims arising from bodily and personal injury, including death resulting therefrom and damage to property, resulting from any act or occurrence arising out of Consultant's operations in the performance of this Agreement, including, without limitation, acts involving vehicles. The amounts of insurance shall be not less than the following: single limit coverage applying to bodily and personal injury, including death resulting therefrom, and property damage, in the total amount of $1,000,000 per occurrence, with $2,000,000 in the aggregate. Such insurance shall (a) name the City, its officers, employees, agents, and representatives as additional insured(s); (b) be primary and not contributory with respect to insurance or self-insurance programs maintained by the City; and (c) contain standard separation of insureds provisions. b. Business automobile liability insurance, or equivalent form, with a combined single limit of not less than $1,000,000 per occurrence. Such insurance shall include coverage for owned, hired and non -owned automobiles. C. Worker's Compensation Insurance. In accordance with the provisions of Section 3700 of the Labor Code, Consultant, if Consultant has any employees, is required to be insured against liability for worker's compensation or to undertake self- insurance. Prior to commencing the performance of the work under this Agreement, Consultant agrees to obtain and maintain any employer's liability insurance with limits not less than $1,000,000 per accident. d. If Consultant is or employs a licensed professional such as an architect or engineer: Professional liability (errors and omissions) insurance, with a combined single limit of not less than $1,000,000 per claim with $2,000,000 in the aggregate. e. The following requirements apply to the insurance to be provided by Consultant pursuant to this section: i. Consultant shall maintain all insurance required above in full force and effect for the entire period covered by this Agreement. ii. Certificates of insurance shall be furnished to the City upon execution of this Agreement and shall be approved by the City. iii. Certificates and policies, except for professional liability, shall state that the policies shall not be canceled or reduced in coverage or changed in any other material aspect without thirty (30) days prior written notice to the City. Consultant shall provide City thirty (30) days prior written notice to the City of cancellation, reduction in coverage or change in any other material aspect of Consultant's professional liability insurance coverage. Page 3 of 12 Non -Fed Funding (6.1.2020) 2 5 D -19 DocuSign Envelope ID: 01 C1 DA1 D-6C6A-4608-A484-D928555169F0 iv. Where the amounts or coverage provided by the certificates of insurance provides coverage greater than those listed by this Agreement, the amounts provided by the certificates of insurance shall be incorporated by reference into the Agreement. V. Consultant shall supply City with a fully executed additional insured endorsement. f. If Consultant fails or refuses to produce or maintain the insurance required by this section or fails or refuses to furnish the City with required proof that insurance has been procured and is in force and paid for, the City shall have the right, at the City's election, to forthwith terminate this Agreement. Such termination shall not affect Consultant's right to be paid for its time and materials expended prior to notification of termination. Consultant waives the right to receive compensation and agrees to indemnify the City for any work performed prior to approval of insurance by the City. 8. INDEMNIFICATION Consultant agrees to defend, and shall indemnify and hold harmless the City, its officers, agents, employees, contractors, special counsel, and representatives from liability: (1) for personal injury, damages, just compensation, restitution, judicial or equitable relief arising out of claims for personal injury, including death, and claims for property damage, which may arise from the negligent operations of the Consultant, its subcontractors, agents, employees, or other persons acting on its behalf which relates to the services described in section 1 of this Agreement; and (2) from any claim that personal injury, damages, just compensation, restitution, judicial or equitable relief is due by reason of the terns of or effects arising from this Agreement. This indemnity and hold harmless agreement applies to all claims for damages, just compensation, restitution, judicial or equitable relief suffered, or alleged to have been suffered, by reason of the events referred to in this Section or by reason of the terms of, or effects, arising from this Agreement. The Consultant further agrees to indemnify, hold harmless, and pay all costs for the defense of the City, including fees and costs for special counsel to be selected by the City, regarding any action by a third party challenging the validity of this Agreement, or asserting that personal injury, damages, just compensation, restitution, judicial or equitable relief due to personal or property rights arises by reason of the terms of, or effects arising from this Agreement. City may make all reasonable decisions with respect to its representation in any legal proceeding. Notwithstanding the foregoing, to the extent Consultant's services are subject to Civil Code Section 2782.8, the above indemnity shall be limited, to the extent required by Civil Code Section 2782.8, to claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant. 9. INTELLECTUAL PROPERTY INDEMNIFICATION Consultant shall defend and indemnify the City, its officers, agents, representatives, and employees against any and all liability, including costs, for infringement of any United States' letters patent, trademark, or copyright infringement, including costs, contained in the work product or documents provided by Consultant to the City pursuant to this Agreement. Page 4 of 12 Non -Fed Funding (6.1.2020) 2 5 D -2 O DocuSign Envelope ID: 01 C1 DA1 D-6C6A-4608-A484-D928555169F0 10. RECORDS Consultant shall keep records and invoices in connection with the work to be performed under this Agreement. Consultant shall maintain complete and accurate records with respect to the costs incurred under this Agreement and any services, expenditures, and disbursements charged to the City for a minimum period of three (3) years, or for any longer period required by law, from the date of final payment to Consultant under this Agreement. All such records and invoices shall be clearly identifiable. Consultant shall allow a representative of the City to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement during regular business hours. Consultant shall allow inspection of all work, data, documents, proceedings, and activities related to this Agreement for a period of three (3) years from the date of final payment to Consultant under this Agreement. 11. CONFIDENTIALITY If Consultant receives from the City information which due to the nature of such information is reasonably understood to be confidential and/or proprietary, Consultant agrees that it shall not use or disclose such information except in the performance of this Agreement, and further agrees to exercise the same degree of care it uses to protect its own information of like importance, but in no event less than reasonable care. "Confidential Information" shall include all nonpublic information. Confidential information includes not only written information, but also information transferred orally, visually, electronically, or by other means. Confidential information disclosed to either party by any subsidiary and/or agent of the other party is covered by this Agreement. The foregoing obligations of non-use and nondisclosure shall not apply to any information that (a) has been disclosed in publicly available sources; (b) is, through no fault of the Consultant disclosed in a publicly available source; (c) is in rightful possession of the Consultant without an obligation of confidentiality; (d) is required to be disclosed by operation of law; or (e) is independently developed by the Consultant without reference to information disclosed by the City. 12. CONFLICT OF INTEREST CLAUSE Consultant covenants that it presently has no interests and shall not have interests, direct or indirect, which would conflict in any manner with performance of services specified under this Agreement. 13. NON-DISCRINIINATION Consultant shall not discriminate because of race, color, creed, religion, sex, marital status, sexual orientation, gender identity, gender expression, gender, medical conditions, genetic information, or military and veteran status, age, national origin, ancestry, or disability, as defined and prohibited by applicable law, in the recruitment, selection, teaching, training, utilization, promotion, termination or other employment related activities or any services provided under this Agreement. Consultant affirms that it is an equal opportunity employer and shall comply with all applicable federal, state and local laws and regulations. Page 5 of 12 Non -Fed Funding (6.1.2020) 2 5 D-21 DocuSign Envelope ID: 01 C1 DA1 D-6C6A-4608-A484-D928555169F0 14. EXCLUSIVITY AND AMENDMENT This Agreement represents the complete and exclusive statement between the City and Consultant, and supersedes any and all other agreements, oral or written, between the parties. In the event of a conflict between the terms of this Agreement and any attachments hereto, the terms of this Agreement shall prevail. This Agreement may not be modified except by written instrument signed by the City and by an authorized representative of Consultant. The parties agree that any terms or conditions of any purchase order or other instrument that are inconsistent with, or in addition to, the terms and conditions hereof, shall not bind or obligate Consultant or the City. Each party to this Agreement acknowledges that no representations, inducements, promises or agreements, orally or otherwise, have been made by any party, or anyone acting on behalf of any party, which is not embodied herein. 15. ASSIGNMENT Inasmuch as this Agreement is intended to secure the specialized services of Consultant, Consultant may not assign, transfer, delegate, or subcontract any interest herein without the prior written consent of the City and any such assignment, transfer, delegation or subcontract without the City's prior written consent shall be considered null and void. Nothing in this Agreement shall be construed to limit the City's ability to have any of the services, which are the subject to this Agreement performed by City personnel or by other consultants retained by City. 16. TERMINATION This Agreement may be terminated by the City upon thirty (30) days written notice of termination. In such event, Consultant shall be entitled to receive and the City shall pay Consultant compensation for all services performed by Consultant prior to receipt of such notice of termination, subject to the following conditions: a. As a condition of such payment, the Executive Director may require Consultant to deliver to the City all work product(s) completed as of such date, and in such case such work product shall be the property of the City unless prohibited by law, and Consultant consents to the City's use thereof for such purposes as the City deems appropriate. b. Payment need not be made for work that fails to meet the standard of performance specified in the Recitals of this Agreement. 17. WAIVER No waiver of breach, failure of any condition, or any right or remedy contained in or granted by the provisions of this Agreement shall be effective unless it is in writing and signed by the party waiving the breach, failure, right or remedy. No waiver of any breach, failure or right, or remedy shall be deemed a waiver of any other breach, failure, right or remedy, whether or not similar, nor shall any waiver constitute a continuing waiver unless the writing so specifies. Page 6 of 12 Non -Fed Funding (6.1.2020) 2 5 D -2 2 DocuSign Envelope ID: 01 C1 DA1 D-6C6A-4608-A484-D928555169F0 18. JURISDICTION - VENUE This Agreement has been executed and delivered in the State of California and the validity, interpretation, performance, and enforcement of any of the clauses of this Agreement shall be determined and governed by the laws of the State of California. Both parties further agree that Orange County, California, shall be the venue for any action or proceeding that may be brought or arise out of in connection with or by reason of this Agreement. 19. PROFESSIONAL LICENSES Consultant shall, throughout the term of this Agreement, maintain all necessary licenses, permits, approvals, waivers, and exemptions necessary for the provision of the services hereunder and required by the laws and regulations of the United States, the State of California, the City of Santa Ana and all other governmental agencies. Consultant shall notify the City immediately and in writing of its inability to obtain or maintain such permits, licenses, approvals, waivers, and exemptions. Said inability shall be cause for termination of this Agreement. 20. MISCELLANEOUS PROVISIONS a. Each undersigned represents and warrants that its signature herein below has the power, authority and right to bind their respective parties to each of the terms of this Agreement, and shall indemnify City fully, including reasonable costs and attorney's fees, for any injuries or damages to City in the event that such authority or power is not, in fact, held by the signatory or is withdrawn. b. All Exhibits referenced herein and attached hereto shall be incorporated as if fully set forth in the body of this Agreement. 21. NOTICE Any notice, tender, demand, delivery, or other communication pursuant to this Agreement shall be in writing and shall be deemed to be properly given if delivered in person or mailed by first class or certified mail, postage prepaid, or sent by fax or other telegraphic communication in the manner provided in this Section, to the following persons: To City: Clerk of the City Council City of Santa Ana 20 Civic Center Plaza (M-30) P.O. Box 1988 Santa Ana, CA 92702-1988 Fax: 714- 647-6956 Page 7 of 12 Non -Fed Funding (6.1.2020) 2 5 D -2 3 DocuSign Envelope ID: 01 C1 DA1 D-6C6A-4608-A484-D928555169F0 With courtesy copies to: Nabil Saba Executive Director, Public Works Agency City of Santa Ana 20 Civic Center Plaza (M-21) P.O. Box 1988 Santa Ana, California 92702 Fax:714-647-5635 To Consultant: Overland Pacific & Cutler, LLC Attention: Brian Everett, CEO 3750 Schaufele Avenue, Suite 150 Long Beach, California 90808 BEverett@opcservices.com A party may change its address by giving notice in writing to the other party. Thereafter, any communication shall be addressed and transmitted to the new address. If sent by mail, communication shall be effective or deemed to have been given three (3) days after it has been deposited in the United States mail, duly registered or certified, with postage prepaid, and addressed as set forth above. If sent by fax, communication shall be effective or deemed to have been given twenty-four (24) hours after the time set forth on the transmission report issued by the transmitting facsimile machine, addressed as set forth above. For purposes of calculating these time frames, weekends, federal, state, County or City holidays shall be excluded. IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first above written. ATTEST: Daisy Gomez Clerk of the Council APPROVED AS TO FORM: SONIA R. CARVALHO City Attorney By: XaW19, A. R Laura A. Rossini Acting Chief Assistant City Attorney [Signatures continue on the next page] CITY OF SANTA ANA Kristine Ridge City Manager CONSULTANT: �jQ.00cosfgned by: byim 1. fW'ktff Brian Everett CEO Page 8 of 12 Non -Fed Funding (6.1.2020) 2 5 D -24 DocuSign Envelope ID: 01 C1 DA1 D-6C6A-4608-A484-D928555169F0 IUD4MILIL1DI621U]aIII IM:7_\„:Z6]V_\0 Nabil Saba Executive Director Public Works Agency Page 9 of 12 Non -Fed Funding (6.1.2020) 2 5 D -2 5 DocuSign Envelope ID: 01 C1 DA1 D-6C6A-4608-A484-D928555169F0 EXHIBIT A SCOPE OF SERVICES Page 10 of 12 Non -Fed Funding (6.1.2020) 2 5 D -2 6 DocuSign Envelope ID: 01 C1 DA1 D-6C6A-4608-A484-D928555169F0 Appendix ATTACHMENT 1 SCOPE OF WORK CITY OF SANTA ANA REQUEST FOR PROPOSALS FOR WATER RESOURCES RIGHT OF WAY ACQUISITION SERVICES RFP NO.: 20-091 Introduction and Background: The City of Santa Ana ("Santa Ana" or "City") is the county seat and the second most populous city in Orange County, California, with over 343,000 residents. It is the 57a' most -populous city in the United States. Santa Ana is located in Southern California, adjacent to the Santa Ana River, about 10 miles away from the California coast. Founded in 1869, the City is part of the Greater Los Angeles Area, the second largest metropolitan area in the United States with almost 18 million residents in 2010. The City of Santa Ana Public Works Agency (PWA) is soliciting proposals for Water Resources Right of Way Acquisition Services. The City is looking for a multi -functional consultants to advise the City and provide real property acquisition, appraisal and related services. The Consultants shall adhere to professional standards, the Uniform Act, Caltrans Right of Way Manual, FHWA requirements, and applicable laws and regulations. This request for proposal (RFP) provides interested qualified firms with the information enabling them to submit a Service Bid Proposal and the services described herein. Description of Work: On as needed basis, the selected fum/s shall provide the City with the following services as described herein. The selected Consultant/s will be expected to manage and control costs and resources, and complete work in adherence to the agreed upon project schedule and terms. The consultants shall be able to provide the following tasks and not limited to: property appraisal, appraisal review, partial and full acquisition and relocation related functions, easements, temporary construction easements, disposition and excess of properties, negotiate price, identify and manage right of way needs, right of way engineering, development relocation plans and relocation services according to Relocation Law, negotiation with property owners and tenants, cost relocation analysis, right of way cost analysis, and related documentation preparation and management to right of way acquisition. City of Santa W4F 091 DocuSign Envelope ID: 01 C1 DA1 D-6C6A-4608-A484-D928555169F0 Coordination and Proiect Management: • The Consultants shall review the assigned project with City Staff, coordinate and review of all documents, and become familiar with the tasks related to the project. • Develop feasible work plans and schedules to complete the services. Schedule should identify critical path tasks, and be updated prior to each monthly meeting. • Conduct monthly meetings with the City Staff to discuss progress and project activities. • Coordinate with City Staff and specialty consultants, and others to resolve project issues. • Prepare progress status reports and presentations as needed • Monitor and prepare update schedules, templates for appraisals, statements, agreements, acquisitions, relocations, and related information thereof. • Establish and implement quality assurance and quality control documentation protocols with each of the deliverables. • Attend City Council meetings (if necessary) and present Appraisal Services: • Appraisals shall conform with the Uniform Relocation Assistance and Real Property Acquisition Act (Uniform Act) and Uniform Standards of Professional Appraisal Practice (USPAP). • Prepare appraisals for all the parcels and properties as determined for each project. • Develop opinion and cost for fee analysis for each project. • Provide current preliminary title report with all exceptions. • Proved plats, legal descriptions for project. Appraisal Review Services: • As required by the Uniform Act, appraisals report must be reviewed by an independent appraisal reviewer. • Prepare review report with findings and conclusions. • Prepare "Statement of Just Compensation" to the City. • For partial takes, (if any) document value of remaining property and impacts. Acquisition Services: • Acquisition must occur within 30 days of appraisal approval. • Upon City concurrence of Just Compensation, prepare offer letter and arrange meetings to discuss offer and acquisition. • Prepare and manage right of way purchase process, coordinate appraisal, escrow, final settlement memorandum and related tasks to complete the right of way acquisition. • Negotiate and be available to discuss acquisition with the owners and explain the process. Additional Services: If requested, the Consultants shall provide the following services: • Assist in utility relocation, street vacation and like matters • Negotiate for loss of rent agreements, where applicable, • Negotiate for rights of entry and environmental audits, • Provide consultation services, • Assist in clearing any encumbrances and or liens to title, DocuSign Envelope ID: 01 C1 DA1 D-6C6A-4608-A484-D928555169F0 • Negotiate for loss of business goodwill, where applicable, • Utility coordination and relocation, including franchises: telephone, cable, railroad, electrical (where applicable), • Prepare right of entry documentation, • Property Management, if applicable, • Right of Way Certification, if applicable All completed reports shall be certified to be correct and signed by the responsible parties doing the assigned work. General Requirements and Project Deliverables: • The selected firm/s shall submit to the City copies of all correspondence, contracts, appraisals, and all other reports related to the subject in connection with the project. • The selected fum/s shall obtain all necessary permits, and licenses from the City and local jurisdiction prior to commencing any of the work. • All work shall be performed to the specific project and or location as detailed in the notice to proceed and indicated by the City. • All reports, analyses, and technical memoranda shall be submitted electronically to the City and include all the information as required. *A list of positions and hourly rates shall be included as part of the proposal and included in the seal bid package. See Attachment 4 — ADDITIONAL PROVISIONS for a sample breakdown. Consultant Responsibilities: The Consultant shall be able to comply with Caltrans Local Assistance Procedure Manual, Exhibit 10-K — Consultant Annual Certification of Indirect Costs and Financial Management System, and any other state audit and or federal government agency. This section is applicable to all federal funded related project related services. City Responsibilities: The City will provide information in its possession relevant to the preparation of the required information in the RFP. The City will provide only the staff assistance and the documentation specifically in referred to herein. City of Sant 9W d.47091 DocuSign Envelope ID: 01 C1 DA1 D-6C6A-4608-A484-D928555169F0 EXHIBIT B CONSULTANT'S PROPOSAL Page 11 of 12 Non -Fed Funding (6.1.2020) 2 5 D- V 0 Water Resources' Right of Way Acquisition Services Due: October 8, 2020 by 3 PM Valid: For a minimum of 90 days 0 Presented to: City of Santa Ana Public Works Agency 20 Civic Center Plaza Santa Ana, CA 92701 t OPC Contact Brian Everett Chief Executive Officer Main : 562.304.2000 Direct : 562.304.2060 E : beverett@opcservices.com www.OPCservices.com r`OPC Enhancing Lives Through Infrastructure DocuSign Envelope ID: 01 C1 DA1 D-6C6A-4608-A484-D928555169F0 City of Santa Ana Public Works OPC Water Resources Right of Way Acquisition Services I, PAGE z Table of Contents nt of Qualifications f Services and Schedule ZYFee Proposal 30 Certifications 32 Appendix G� r�q Ives Through Infrastructure Lt'J� opcservices.com :AO PC DocuSign Envelope ID: 01 C1 DA1 D-6C6A-4608-A484-D928555169F0 Statement of Qualifications Statement of Qualifications �j ci Ives Through Infrastructure n L�U-i2d opcservices.com �Or� DocuSign Envelope ID: 01 C1 DA1 D-6C6A-4608-A484-D928555169F0 ::AOPC Enhancing Lives Through Infrastructure a. Cover Letter October 8, 2020 Mr. Armando Fernandez Project Manager City of Santa Ana Public Works Agency 20 Civic Center Plaza Santa Ana. CA 92701 Re: RFP No. 20-091 - Water Resources Right of Way Acquisition Services Dear Mr. Fernandez: Overland, Pacific & Cutler, LLC, (OPC) is the best choice for the City of Santa Ana Public Works Agency (PWA) to provide a variety of right of way and related real estate services needs. We provide the majority of in-house services outlined in the RFP to meet your future needs. We have highlighted the key themes of our proposal herein, providing the PWA with an overview of OPC's quality of work, level of expertise, and dedication to serving the needs of local municipal agencies. Since 1980, OPC has provided exceptional right of way, relocation, and related real estate services for a wide range of public agencies, private developers, non-profit organizations, housing, and transportation authorities. OPC understands how to build and develop relationships between public organizations and the private sector. OPC has worked with the City of Santa Ana since 1998. Services provided have included acquisition, relocation assistance, relocation plans, cost estimates, property management, and related services. It is our goal to continue building on this long- standing relationship. We look forward to providing superior service to the PWA on its future assignments. As demonstrated in our submittal, OPC offers the PWA the following qualifications: • Track Record of Experience: 40 years of experience providing acquisition, relocation, and related services on behalf of public and private agencies throughout California. Similar projects are included on pages 25-29. • Local Presence&Responsiveness: Services will be performed in our Long Beach office and staffed with a dedicated project team. a. Cover Letter 3750 Schaufele Avenu tb 1 0 Long Beach, CA 90808 OP� 800.400.716 ices.com DocuSign Envelope ID: 01 C1 DA1 D-6C6A-4608-A484-D928555169F0 Enhancing Lives Through Infrastructure Mr. Armando Fernandez City of Santa Ana Public Works Agency Page 2 of 2 • Qualified Team: An experienced team (organizational chart on page 10) with proven success providing similar services to local agencies, as outlined in their resumes located in the Appendix. • OPC's reputation for professional integrity and competence: References from similar municipal agencies are included on pages 25-27. We are committed to providing exceptional service to the City. Mr. Roy Guinaldo, Senior Project Manager, will act as the primary point of contact for the PWA. He can be reached in OPC's Corporate Headquarters at 3750 Schaufele Avenue, Suite 150, Long Beach, CA 90808, direct telephone 562.304.2028, toll free 800.400.7356, and via email at rguinaldo@opcservices.com. As CEO of OPC, I am authorized to sign this proposal and have legal authority to bind the firm to a contract. I am located in OPC's Corporate office at 3750 Schaufele Avenue, Suite 150, Long Beach, CA 90808, main telephone 562.304.2000, direct at 562.304.2060, and email beverett@opcservices.com. I am confident that OPC represents the best choice to help you achieve your project objectives and look forward to supporting the PWA on its future assignments. Sincerely, Brian Everett, CEO Broker -in -Charge ®PC • Brian Everett, CEO OPC's Corporate Headquarters 3750 Schaufele Avenue, Suite 150 Long Beach, CA 90808 Direct: 562.304.2060 Email : beverett@OPCservices.com a. Cover Letter 3750 Schaufele Avenu 1 0 Long Beach, CA 90808 "y_ Onr� 800.400.7 dpt ices.ccm % DocuSign Envelope ID: 01 C1 DA1 D-6C6A-4608-A484-D928555169F0 City of Santa Ana Public Works OPC Water Resources Right of Way Acquisition Services ► PAGE 6 b. Contract Agreement Statement OPC has reviewed the Contract and we have outlined the following exception to its provisions: On page 21 - OPC's Professional Liability only gives 30 days notice of cancellation to first named insured: e- The following requirements apply- to the insurance to be to this section: (i) Contractor shall maintain all inc rran�e aired above in full force and effect for the entireperiod covered by this A ent. (ii) Certificates of insurance shall fiunished to the City upon execution of this Agreement and shall be ap ed by the City- (m) Certificates and policies thall state that the policies shall not be cancelled or reduced in coverage or changed in any other material aspect, by Contractor, without thirty (30) days prior written notice to the City. (iv) Contractor shall supply City With a fully executed additional insured endorsement. ttv`3Ives Through Infrastructure 6 opcservices.com :AO PC DocuSign Envelope ID: 01 C1 DA1 D-6C6A-4608-A484-D928555169F0 OPC City of Santa Ana Public Works a, PAGE 7 Water Resources Right of Way Acquisition Services c. Firm and Team Experience ll.010111Igo] 90 Our track record of innovation, technics/ expertise, responsiveness, and effective data managementhelps clients like the PWAquickly resolve real property transactions for timely project completion. OPC's clients include public works departments, transportation authorities, housing developers, utilities, and other infrastructure providers. Local, regional, state, and federal agencies call upon OPC for reliable real estate services to address their most challenging assignments. INNOVATION Client communication and real-time transparency into the progress of our work is our top priority. For that reason, we built a state-of-the-art right of way management tool called ProjectOne®. ProjectOne® gives OPC clients access to up-to-date, real-time information via a secure site that you can simply login to at any time. The standardization of documents and processes assures regulatory and jurisdictional consistency. TECHNICAL EXPERTISE OPC retains highly educated, experienced, and devoted full-time staff. Our expertise includes 110 personnel made up of Senior Right of Way Agents (SR/WA), right of way professionals, designated Right of Way Relocation Assistance Certified (RAN - RAC) professionals, and a company track record panning 40 years. WHY WE'RE BETTER For 40 years, OPC has had an exclusive focus on public infrastructure right of way (R/W) acquisition and related property services. Led by Roy Guinaldo, a Sr: Project Manager and Broker based in our Long Beach office, the local OPC team has completed numerous R/W acquisition programs for similaragencies throughout Southem Califomis and beyond. DATA SHARING Through our real-time, automated right of way management platform ProjectOne®, OPC can share with the City all of our right of way procurement activities so that you always have parcel status information that you need. This system proves crucial as cities adjust their operations during the current COVID-19 pandemic. Should future lockdown orders or other unforeseen circumstances impact our community, OPC has the systems in place to keep our projects moving. RESPONSIVENESS At OPC, our goal is to ensure at any point in time you know exactly how your project is progressing and the schedule of upcoming events. Every client, and every project, is extremely important to us. b. Contract/c. Firm and Team Experience i ives Through Infrastructure ttu It opcserwces.c®m v/�' 0 PC DocuSign Envelope ID: 01 C1 DA1 D-6C6A-4608-A484-D928555169F0 City of Santa Ana Public Works OPC Water Resources Right of Way Acquisition Services I, PAGE 8 OPC knows that proven public infrastructure R/W acquisition experience is vital to the PWA. We fulfill all of the requirements of the RFP, assuring timely negotiations, valuable expertise, and accurate files. 40 00 Years of Proven Project 2 California Experience Management Brokers Leading Methods the Team Local Experience and Intent to Comply Water Projects With City and Federal Requirements OPC provides turnkey right of way delivery for locally funded, State -funded, and Federally - funded projects. UZ-41 TflleO+lWE � _., no Project& Cast Est RIM Site Appraisal/ RPN Relocation Titleand Property Utility RR Coord. Program /Feasbrity Engineenng Mitigation! Review Acquisition Assist. Escra Mgna, Palo) /BNSF/CPUR Wnfl. studies &Surveying Curative Coord. Haz Mat cmd. SCRRAIUPF Analyes DemdClr. The OPC team adheres to all professional standards and ethics, and all other applicable laws and regulations. All services are performed in accordance with the regulations and standards of the acquiring agency and the Uniform Relocation Assistance and Real Property Acquisition Policies Act of 1970 (URA or Uniform Act), as amended, and the URA regulations (effective as of February 2005). Our personnel have an excellent working knowledge of Title 49 Code of Federal Regulations (CFR) Part 24, State of California Eminent Domain Law, Uniform Standards of Professional Appraisal Practice (USPAP), and other federal guidelines, policies, and procedures. This extensive background and experience has resulted in OPC becoming the preferred real estate service provider for cities, counties, and public works across California, including: WATER & UTILITY AGENCIES Yorba Linda Water District LA Dept. of Water & Power South Coast Water District San Diego County Water Authority Friant Water Authority Alameda County Water District Sacramento Suburban Water District Santa Clara Valley Municipal Water District Pacific Gas & Electric San Diego Gas & Electric Southern California Gas Company Southern California Edison CITY AGENCIES City of Santa Ana City of Anaheim City of Buena Park City of Garden Grove City of Irvine City of La Habra City of Laguna Beach City of Laguna Hills City of Laguna Niguel City of Mission Viejo City of Stanton City of Tustin c. Firm and Team Experience 1uives Through Infrastructure t�-`39 opcservices.com :AD 0 r C DocuSign Envelope ID: 01 C1 DA1 D-6C6A-4608-A484-D928555169F0 City of Santa Ana Public Works OPC Water Resources Right of Way Acquisition Services PAGE 9 IME! ■ PROJECT TEAM OPC can provide the majority of the Scope of Work in-house. We have supplemented our proposed team to include subconsultants that will perform appraisal, appraisal review, and goodwill appraisal. The following chart delineates communication SR. PROJECT MANAGER • Roy Guinaldo- CA Real Estate roker Principal Agent & Primary Contact • Jamie Gates( Sr. Project Mgr. William Ridenour, PM • Casey Crissman, PM Rand Cantrell, Sr. Agent Debra Annibella, Sr. Agent Stephanie Gates, Sir Agent • Katie Quick, Agent • Farrin Harris, Agent Inez Garcia, Escrow Coordinator Tim McCloud, Agent I and reporting relationships among our proposed team of professionals. Jamie Gates will act as the associate -in -charge when Roy Guinaldo is unavailable. BROKER -IN -CHARGE Brian Everett, CEO CA Real Estate Broker Relocation Assistan- isRobbie Hechanova, R/W-RAC, Sr. Project Manager Tiffany McCloud, Agent Tim McCloud, Agent Christopher Baquir, Agent Eliticia Abrica, Agent David Lee, Agent Yasmeen Flores, Agent Danielle Clancy, Agent Ada Fernandez, Agent Mike Parker, Sr. Utility( Manager David Moore, Sr. Utility Pete Castelan, Sr. Utility LEGEND * Key - Resume in Appendix c CA Broker License • CA Real Estate License • CAAppraisal License , (Roy Guinaldo, Broker • Kelly Dewitt, Sr. Agent • Farrin Harris, Agent • Katie Quick, Agent R/W Engineering Skip Carleton, PLS, ROW Engineering Mgr. Greg Letts, LSIT, Engineering Analyst Property Management Karen Christie, RPM Freddie Collazo Appraisal Services • Kevin Donahue, MAI • Sharon Hennessey, MAI'`{ Donna Desmond, ASA c. Firm and Team Experience �jcio�(�ives Through Infrastructure �./'3.7 opcservices.com zA Orn C DocuSign Envelope ID: 01 C1 DA1 D-6C6A-4608-A484-D928555169F0 City of Santa Ana Public Works OPC Water Resources Right of Way Acquisition Services I, PAGE 10 Percentage of Devotion to the Project As a specific project has not been defined, the percentage of time the key staff will devote to the team is to be determined. However, on a acquisition assignment, project staff allocation percentages would be typically as follows: Broker -in -Charge = 5% Senior Project Manager = 20% Senior Agent = 30% Agent = 35% Project Coordinator/Administrative = 10% Percentages represented are approximate. Management Commitment % A — YEARS PC Enhancing Lives Through Infrastructure 1 1980-2020 OPC Brokers Brian Everett, CEO, and Roy Guinaldo, Sr. Project Manager, will provide oversight of all acquisition activities. Roy will provide project management, participate in coordination meetings, and prepare updates to status reports and schedules. He will also act as the day-to-day coordination with the PWA, provide project team coordination, and interface with federal and state oversight agencies. < < OPC has a depth of expertise and can successfully deliver right of way services. Tim Byrne, Project Delivery Manager San Bernardino County Transportation Authority OPC stands ready to provide the PWAwith quality consultant services. Our team brings a combination of resources to assure the success of your projects. c. Firm and Team Experience n Ives Through Infrastructure tvtv-46 opcservices.com :AO PC DocuSign Envelope ID: 01 C1 DA1 D-6C6A-4608-A484-D928555169F0 City of Santa Ana Public Works OPC Water Resources Right of Way Acquisition Services PAGE 11 d. Understanding of Need ALIGNING WITH PWA'S GOALS The City of Santa Ana Public Works Agency (PWA) provides infrastructure improvements throughout a growing community with a diverse population. To accommodate ongoing project needs, the City of Santa Ana Public Works Agency (PWA) is seeking the services of an experienced, multi -functional consultant to provide acquisition, relocation, appraisal and review, and a variety of related services. OPC has a qualified team assembled to provide the requested services in a one -stop -shop to ensure the PWA's project success. It will be essential that the PWA has a trusted R/W partner onboard. As a turnkey R/W specialist firm for the past 40 years, OPC is ready to deliver timely, responsive, cost -competitive on -call consulting services to the PWA. Together with our proposed team and appraisal subconsultants, we can provide every services as defined in the Scope of Work. As highlighted in this section, OPC's approach to the work required in the RFP is based upon providing a variety of real estate services that are the best value and the most advantageous to the PWA and its constituents. We will follow an integrated approach emphasizing proactive coordination with City directors, project manager, and legal counsel during all tasks. OPC has provided a variety of right of way and related services to the City of Santa Ana, and has on - call contracts with several local city and Orange County clients. Our contracts require a commitment to positive relationships to meet projects needs to make each work order a success. OPC sets itself apart from our competitors through our in- house, turnkey R/W services, including acquisition, relocation, real estate consulting, and related services, providing public agency clients with cost- effective, project solutions. Diverse, Multi -Lingual Staff with Technical Expertise Our diverse OPC team matches the diversity of the population we serve. Approximately 35% of our staff is bilingual in both Spanish and English in addition to a dozen of additional languages that our staff can speak to assist in the communication of the population we serve. OPC provides the PWA with a team of highly educated, experienced, and devoted full-time staff. Our team includes a range of professionals who can provide all of the services outlined in the RFP, including: ■ Certified California licensed Real Estate Brokers and Salespersons ■ California licensed Real Estate Appraisers, holding MAI designation ■ Designated Senior Right of Way (SR/WA) and Right of Way Relocation Assistance Certified (RAN - RAC) professionals. d. Understanding of Need �ci ives Through Infrastructure U-14f opcservices.com v/�' 0 PC DocuSign Envelope ID: 01 C1 DA1 D-6C6A-4608-A484-D928555169F0 City of Santa Ana Public Works OPC Water Resources Right of Way Acquisition Services I, PAGE iz Services and Approach 10 OPC'S AVAILABLE SERVICES OPC provides a variety of right of way and real estate services to support your projects. The following identifies the services available from OPC, along with additional or supplemental services provided by the firm. OPC's In -House Services Additional OPC services: relevant to the PWA'S RFP • Staff Augmentation • Special Studies and Cost Analysis • Project Management • Commercial and Industrial Surveys • R/W Risk • Partial and Full Acquisition Management • Replacement Housing • TCE's Surveys • Legal Description Preparation • Rights of Entry •Rent Control Compliance • Plat Map Exhibits • Property Disposition • Relocation Assistance • Regulation Audits and • Encumbrance Inspection Services Mapping and Analysis • Relocation Plans • Eminent Domain • R/W Engineering • R/W Cost Analysis Support Services • Title & Escrow Coordination • Expert Witness • Caltrans Right of Way Testimony Data Sheets • Title Clearance • Boundary and Title • Right of Way • Utility Coordination Analysis Certification • R/W Cost Estimating • R/W Schedule • Project Close -Out • Property Management Development • Parcel Mitigation Strategies OPC's Subconsultant Services: • Appraisal • Appraisal Review • Business Goodwill d. Understanding of Need ��7_7 in Ives Through Infrastructure t6v-4� opcservices.com :_�A D O r C DocuSign Envelope ID: 01 C1 DA1 D-6C6A-4608-A484-D928555169F0 City of Santa Ana Public Works OPC Water Resources Right of Way Acquisition Services I, PAGE 13 METHODOLOGY AND APPROACH PROGRAM MANAGEMENT OPC's Program Management approach will start with a meeting with PWA staff {� to determine the project requirements and objectives and establish approved forms to be used in the program. We will establish lines of communication and reporting and establish reporting requirements. OPC will create a comprehensive R/W Plan in compliance with the PWA's adopted R/W Policies and prepare a more refined schedule for completing the work. OPC's R/W Plan and schedule will list each task and identify the activities that must be accomplished. Our approach to project management will include: • Manage and attend meetings for Project Delivery, City/PWA meetings, Advisory Committee meetings, and other public stakeholder's meetings. • Preparation of tracking reports to monitor completion of project milestones. • Preparation/presentation of monthly written status reports. • Coordination with federal/ state oversight agencies. • Prepare a risk registry with foreseeable challenges to budget/schedule (and list of viable solutions). To make sure that all members of the team are in agreement as to the PWA's desired process and timeline, OPC's assigned task order Project Managers are responsible for: Tracking and managing all budgetary -related aspects of the project associated with OPC's Scope of Work. Providing as - needed status updates to the ♦ e PWA via email or telephone. Status reporting will be handled by the assigned Project Manager. • Comprehensive initial project planning, including Preparation of tracking reports policy and budget analysis © that monitor the completion of • Tracking/managing tasks, payments, and tenant all budgetary -related, move outs through OPC's recordkeeping, and ProjectOne® system. regulatory compliance aspects of the project associated with OPC's Preparation of a final summary Scope of Work. report for the PWA regarding the • Maintaining OPC's relocation process. Report will ProjectOne® platform. be accompanied with all relevant O More information on documents. ProjectOne® on the following page. OPC Project Manager to provide • Assisting with QA/QC of all staff and work development of product associated with the administrative policies, Project. procedures, and forms. • General consultation/ • Project coordination with PWA and project team Well Factually Timely Planned Supported Relocation Appraisal Offer Counseling Project Approach ji �}ives Through Infrastructure tt✓c'4J opcservices.com v/�' 0 PC DocuSign Envelope ID: 01 C1 DA1 D-6C6A-4608-A484-D928555169F0 City of Santa Ana Public Works OPC Water Resources Right of Way Acquisition Services PAGE 1a [ RIGHT OF WAY ACQUISITION SERVICES ACQUISITION APPROACH All services are performed in accordance with the regulations and standards of the acquiring agency and the Uniform Relocation Assistance and Real Property Acquisition Policies Act of 1970, as amended, and the URA regulations that became effective in February 2005. Our personnel have an excellent working knowledge of Title 49 Code of Federal Regulations (CFR) Part 24, State of California eminent domain law, as well as Caltrans Right of Way Manual Acquisition guidelines. We will personally contact each affected owner in person (as reasonably possible) and represent the PWA and its intended program. We will orchestrate all questions and concerns with our the PWA contact and will be the proactive middleman between the PWA and each landowner. Negotiations will follow the path of good - faith negotiations utilizing an integrative approach for maximum results. Our team members are skillfully trained in this type of negotiation and have mastered the art of win -win settlements. The benefits are cost effectiveness and a reduction in project delays (due to fewer court actions and adherence to project scheduling). This results in an increase in the public's confidence in the PWA. Our objective is to build trust on your behalf. We will provide timely responses to the verbal or written inquiries of any property owner, lessee, licensee, occupant, or other holder of a compensable interest, as applicable, not more than five (5) working days after the inquiry. We will prepare acquisition packages in accordance with the PWA's policies to include an offer letter, summary statement, Memorandum of Agreement, property plat/sketch, and PWA's acquisition brochure. The most important aspect of acquiring private property under the threat of eminent domain is to establish and maintain a good, respectful and trusting relationship with the property owner. These relationships go a long way to ensure a timely, cost-efficient and fair outcome both for the successful completion of the project as well as the continued support and satisfaction of the communities it serves. Our goal is always to achieve a "win — win" result for all right of way activities. From the outset, OPC's staff will begin the process of establishing a close rapport and professional relationship with those affected by the project, opening the all-important communication channel to answer questions, calm fears, discredit rumors, and give accurate information related to Project scheduling objectives, progress, and outcomes. Upon establishment of just compensation by the PWA (which will be made prior to the initiation of negotiations), OPC will craft individual offer and agreement packages for each needed ownership and have them signed by the PWA's authorized representative prior to presentation of First Written Offers (FWO). Every effort will 0 CONTACT 0 NEGOTIATION Project Approach �f Ives Through Infrastructure `6v'44 opcservices.com :AO PC DocuSign Envelope ID: 01 C1 DA1 D-6C6A-4608-A484-D928555169F0 City of Santa Ana Public Works OPC Water Resources Right of Way Acquisition Services PAGE 15 be made to present the FWO in person (when possible) within one week of the approved appraisal with an outside window of no more than 30 days. Offers will be presented to all parties with a compensable interest, including property owners and occupants (tenants/lessees) owning improvements pertaining to the realty. If a meeting cannot be arranged, the acquisition agentwill attemptto make telephone contact with the property owner, prior to sending the FWO package by mail (return receipt requested) and follow up with calls (personal meetings, when able, with social distancing). FWO packages will include a summary appraisal statement or full appraisal where required by law, and an information pamphlet on eminent domain. The appraisal report and all offer documents will be explained in detail and reviewed with the property owners and, if necessary, tenants with a compensable interest. Agents will continue their "good faith negotiations" and follow in - person meetings, as necessary, with written correspondence, counter-offer packages (if any), purchase agreements, easements, grant deeds and other documents necessary to complete the acquisition. The acquisition agent will respond to all questions about the offer and process and will maintain phone and/or personal contact with owners to facilitate settlements. Our experience has shown us that personal contacts increase the likelihood of amicable settlements. Acquiring RIGHT OF ENTRY (ROE) property through negotiated settlements may necessitate greater levels of effort and, where appropriate, will continue even after pre - condemnation proceedings have been initiated. When a conditional settlement has been reached that is subject to review and approval by the PWA, the acquisition agent will provide the PWA with a written report for consideration. If an administrative settlement appears to be prudent, reasonable and in the public interest, the acquisition agent will prepare a settlement discussion memorandum reviewing the issues and providing support for any settlement beyond the approved appraisal amount. If a settlement with owners and other required interests is reached pursuant to the PWA's approved appraisal or an administrative settlement, the acquisition agent will prepare a Memorandum of Settlement (MOS). After being checked for quality and consistency, the MOS will be transmitted to the PWA within one week of receiving the owner's signature on the required documents. Conditions of title and escrow instructions, including title exceptions, will be reviewed and the disposition of each exception will be addressed in the MOS and escrow instructions to the title company. OPC agents will coordinate escrow with the PWA's preferred title company, including securing re - conveyance and subordination agreements as necessary, and obtain title insurance policies after the close of escrow. OPC agents will complete all final close-out work per the PWA's requirements. OPC will provide the needed Right of Entry (ROE) services. Ourfirm is highly -experience in this scope of work and we have obtained hundreds of ROE for OPC's projects. OPC will confirm the number of separate Right of Entry permits required for the PWA's assignment. The following outlines briefly the scope of work expected in obtaining ROE permits: 1. Draft Right of Entry (ROE) documents and secure approval as to form from the PWA. 2. Establish personal contact with property owners, wherever possible; present details of ROE. 3. Negotiate with property owners and secure execution of required agreements. 4. Provide regular status updates to any relevant parties associated with the Project Team. 5. Facilitation of any payments from the PWA to private property owners, via mail. 6. Reasonable assistance to project survey team with special owner request and access concerns. Project Approach J���Jy�jci Ives Through Infrastructure /�� n � fll4� opcservices.com '/rim O PC DocuSign Envelope ID: 01 C1 DA1 D-6C6A-4608-A484-D928555169F0 City of Santa Ana Public Works OPC Water Resources Right of Way Acquisition Services I, PAGE 16 REAL ESTATE CONSULTANT SERVICES We are confident in our ability to deliver real estate consultant services and a timely, successful outcome. The PWA may know OPC as a right of way firm, but OPC also provides a variety of real estate consultant services to public agencies throughout the western United States. The following ancillary real estate services including Property Disposition, Surplus Land Sales, Market Analysis, Feasibility Studies, Property Searches, and Professional Broker's Opinion of Value (PBOV). OPC has been in the real estate services market for 40 years which allows us connections, contacts, and clients throughout California and our strong market presence. We have contacts with residential and commercial realtors, commercial and residential developers, and lenders as a result of providing 40 years of relocation services for municipalities and private developers. To generate interest, we capitalize on our long-term relationships with lenders and developers. Identifying the highest and best use of a property translates into the strongest value for the PWA. Our real estate strategy involves analysis of properties for sale, while targeting buyers/ developers that have the ability to move forward with the purchase. Avalue-based determination will be made using our own feasibility analysis (backing into a property value based upon a fair development return, versus a timely close). Market comps aid in the determination of pricing and targeted buyers. While quick sales are always the focus of the marketing effort, targeting buyers that share the goals and objectives of the PWA is also our primary goal. As to the method and means of exposure, prospective buyers are provided with detailed marketing packages for a property inclusive of title information, maps and aerials, demographic trade area data including business and daytime population, traffic counts, proposed development plans (if available), and other relevant information. Direct submittal to buyers are sought first to maximize property returns, and after an agreed upon period, we market to the brokerage community via direct email blasts (with each property package downloadable via the internet for registered buyers). As a firm working almost exclusively with governmental agencies, we have built long- standing relationships with housing developers and other agencies that may have an interest in the purchase of certain properties, along with connections with engineering firms and a large network of entities that may have interest in special use properties. Traditional commercial brokerage firms cannot bring such extensive experience working alongside public agencies. Project Approach t6vn Ives Through Infrastructure '46 opcservices.com :AO PC DocuSign Envelope ID: 01 C1 DA1 D-6C6A-4608-A484-D928555169F0 City of Santa Ana Public Works OPC Water Resources Right of Way Acquisition Services I, PAGE 17 RELOCATION SERVICES RESIDENTIAL RELOCATION All displacees will receive advisory assistance referrals to replacement sites. We have decades of experience and have developed techniques to relocate hard -to -house displacees into DS&S housing. We will explain the relocation process and how reimbursement for actual, reasonable, necessary, and eligible expenses will occur, including the steps necessary to document and verify their entitlement. Our relocation team will search for replacement housing that meets the family size and the work/school/church needs that are within their financial means. Once a replacement site has been identified and secured, we will help the displacee obtain moving bids from eligible, licensed, and qualified moving contractors that we have fully vetted. Our relocation team excels because of our compassionate relocation advisors. Team members have experienced and worked through hardships with displaced families and are equipped to implement a smooth transition into a new home. OPC agents will conduct a walk- through of the vacated property to ensure that it has been left in a swept — clean state and that no personal items have been left behind, particularly furnishings or hazardous waste that will require the PWAto dispose of. Also, unless negotiated ahead of time, we inspect to make sure built-in appliances or other attached items that were part of the appraised value/purchase price have not been removed. BUSINESS RELOCATION Our agents have a primary goal of trying to keep viable businesses going. As business professionals ourselves, we like to seek out all angles for the continued operation of the business. We spend the time required with an owner or tenant to try and find out what makes their business successful and incorporate those factors into our site search criteria. This approach is usually rewarded in terms of fewer businesses "going out of business" yielding fewer claims for loss of business goodwill, which is one of the foundational risks of relocating businesses in California. Our approach recognizes the types of businesses that have goodwill loss potential, so we can assign adequate resources to either 1) mitigate the loss, or 2) defend a false claim by the business' legal counsel. OPC will explain the relocation process and how reimbursement for actual, reasonable, necessary, and eligible expenses will occur, including the steps necessary to document and verify entitlement. Business owners will be given all required documentation needed to submit a claim, along with an explanation for each. Our search for a replacement site will consider all factors that will minimize their loss of patronage, zoning and permitting restrictions, specific licensing territories (manufacturers sometimes license or assign a specific retail or distribution area to a retailer to restrict competition), franchise restrictions, access issues, etc. Project Approach jci Ives Through Infrastructure ✓-V opcservices.com zA 0 PC DocuSign Envelope ID: 01 C1 DA1 D-6C6A-4608-A484-D928555169F0 City of Santa Ana Public Works OPC Water Resources Right of Way Acquisition Services PAGE is TITLE & ESCROW SERVICES OPC will support the PWAs projects with title and escrow coordination services. as follows: • Secure copies of recorded back-up documents, as needed. • Share preliminary title information with right of way engineer, surveyor, and real estate appraisers for their use on the project. • Prepare list of title exceptions to be cleared; confirm manner of disposition is consistent with approved project plan. • Facilitate changes to preliminary title reports after the preparation of the legal descriptions, if necessary for partial acquisition projects. Secure vesting deeds, property profile, and tax map for each property. Secure preliminary title reports (PTRs) for each property acquisition. PTRs will be updated within one year of receipt, at no additional cost unless an ownership change has occurred. If an acquisition goes through escrow, the PTR will be updated at the opening of escrow and a title policy will be issued at close of escrow. If an acquisition goes into to condemnation, the PTR will be upgraded to a Litigation Guarantee at an additional cost from the Title Company. Project Approach �f Ives Through Infrastructure `tv'4�7 opcservices.com :AO PC DocuSign Envelope ID: 01 C1 DA1 D-6C6A-4608-A484-D928555169F0 City of Santa Ana Public Works OPC Water Resources Right of Way Acquisition Services PAGE 19 — UTILITY COORDINATION OPC's Utility Coordination service addresses the relocation of utility poles, as well as varying lengths of accompanying underground utility facilities, vaults, and appurtenances. Our utility coordinators work from inception of the Right of Way Data Sheets through to the delivery of Right of Way Certification and Post - Certification activities, such as project closeout/acceptance. Functions include coordinating with project engineering with efforts made to identify and mitigate or prevent utility relocation. The utility coordinator participates, as needed, in project meetings either in person orvia conference call. Potholing/ daylighting activities are coordinated with the utility owners. An active reporting relationship is developed and maintained with the various project engineers, including all of the utility owners. Cost liability will be established in accordance with applicable Caltrans and Federal codes and requirements. The utility coordinator will develop individual Reports of Investigation, Notices to Owner (and, when applicable), Utility Agreements and inclusion in the Right of Way Certification project milestone (if applicable). Coordination will be provided between the project construction Resident Engineer and the Utility Owners for any relocation activities scheduled to take place during project construction. OPC's coordinator reviews bills from utility owners for payment by the City. Finally, close-out activities are performed for utility relocation files. Four Decades of Successful Real Estate Services to Public Agencies 3131 They are reliable and very professional. The OPC team ALWAYS exceeds our contractual expectations. Gabriela Nevins, Project Manager San Diego Housing Commission Project Approach �jci �p(�ives Through Infrastructure �. —4 opcservices.com zA Orn C DocuSign Envelope ID: 01 C1 DA1 D-6C6A-4608-A484-D928555169F0 City of Santa Ana Public Works OPC Water Resources Right of Way Acquisition Services PAGE zo M PROPERTY MANAGEMENT OPC has provided property management services to public agencies, transportation authorities, and private developers for more than 25 years, including services to the City of Santa Ana. We have managed all types of properties including market rate and affordable housing, mobile home parks, retail centers, office and industrial parks, vacant lots, and storage facilities. Rent collections and reporting functions are handled by dedicated property managers and/ or financial specialists who establish client trust accounts, collect and deposit rents, prepare operations checks for second -party signature, prepare rent rolls and tenant ledgers, and reconcile account statements. Our property managers send late notices and interact with tenants on anything relating to rents or deposits owed or paid. Maintenance, inspections, and repairs are handled by OPC's Property Maintenance team and list of qualified vendors. This team handles a variety of service calls such as landscape maintenance, hauling, clean -outs, tenant make-ready's, graffiti removal, and board -ups. Our property management team offers: Pre -close inspections Negotiation of interim leases Rent collections Property monitoring for unsafe conditions or violations Coordination of removal of any hazardous materials Demolition management and coordination Management and coordination of all property maintenance Post Possession Interim Management Prepare and deliver rental agreements tailored to project objectives (if desired). Collect and deliver monthly rent payments to the PWA. Prepare and deliver required notices. Administer emergency and unsafe condition repairs. Contract for on -going building and ground maintenance. Coordinate payment of vendor fees and utility bills. Collect keys and verify abandonment. Provide monthly reporting to the PWA. Post Possession Site Control Contract board -up, fencing, security services. Utility disconnection and meter removal. Asbestos and demolition cost estimates. Coordination of asbestos abatement and demolition contractors. Collection of keys and abandonment verification. Monthly reporting to the PWA. Project Approach ives Through Infrastructure tvt-rs6 opcservices.com :AO PC DocuSign Envelope ID: 01 C1 DA1 D-6C6A-4608-A484-D928555169F0 City of Santa Ana Public Works OPC Water Resources Right of Way Acquisition Services PAGE z1 DELIVERABLES Deliverables for the Scope of Work will include: Program/Project Management Monthly status reports Schedule updates Acquisition Matrix/Report Preliminary Title Reports PTRs and Underlying Documents Right of Way Acquisition Services Appraisal Reports/Reviews Waiver Valuations Written offers of Just Compensation Executed Deeds Right of Way Agreements Condemnation Services Appraisal Services Copies of all Appraisal Reports Copies of Appraisal Review Reports Utility Relocations �� Preliminary Utility Plans Final close-out utility parcel files Relocation Claim Letters/responses, Notice to Owners Utility Agreements Amended Utility Agreements Reports of Investigations Escrow and Recording Services Final/Closed Escrow Documents Signed Purchase Agreements Other Escrow Related documentation Recorded Deed Policy of Title Insurance Rights of Entry Signed ROE Agreements All deliverables become the property of the City of Santa Ana Public Works Agency. Project Approach 25tf�jci Ives Through Infrastructure —' opcservices.com zA 0 PC DocuSign Envelope ID: 01 C1 DA1 D-6C6A-4608-A484-D928555169F0 City of Santa Ana Public Works OPC Water Resources Right of Way Acquisition Services I, PAGE zz e. Project Experience / f. References The next pages outline our experience providing similar services for public sector clients, with references and year completed. 1 LA DEPT. OF WATER & POWER, RIVER SUPPLY CONDUIT IMPROVEMENT The River Supply Conduit Improvement Upper Reach (RSCIUR) was an improvement to Unit 7 and consisted of installing 13,255 linear feet of 78-inch diameter pipeline, primarily within the tunnel. LADWP tasked OPC with acquiring 74 easements for the project. We completed the acquisitions on time and within budget. The project replaced approximately 30,000 linear feet of the RSC that runs between North Hollywood Pump Station and the Headworks Spreading Grounds site with a larger diameter steel pipe. The original River Supply Conduit (RSC) was built in the 1940's and responsible for transporting YEAR COMPLETED: 2019 substantial amounts of water from the Northeast Valley to the Central City area in the Los Angeles region. 1 Ron Davis Sr. Real Estate Officer LOS ANGELES DEPARTMENT OF WATER & POWER Tel: 213.367.0557 Ron.Davis @ladwp.com SAN DIEGO COUNTY WATER AUTHORITY, PIPELINE 3 RELINING PROJECT This project rehabilitated approximately four miles of Pipeline 3 between Lake Murray and Sweetwater Reservoir in San Diego County. The Authority Relined the pipeline by excavating 25-foot-by-60-foot sections and installing steel liners through the length of the pipe. Most construction activities occurred at these access portals, which the County spaced approximately 525 to 2,500 feet apart. SDCWA tasked OPC to perform acquisition services for workspace and laydown yards for the portals through residential/ commercial areas. There were approximately 21 properties affected by this project. The SDCWA also rehabilitated existing pipeline access structures as part of this project. YEAR COMPLETED: 2017 F Nick Von Gymnich Sr. R/WAgent SAN DIEGO COUNTY WATER AUTHORITY Tel: 858.522.6910 NvonGymnich @sdcwa.org e. Project Experience/f. References Ives Through Infrastructure t6vIs� opcservlces.com :AD 0 r C DocuSign Envelope ID: 01 C1 DA1 D-6C6A-4608-A484-D928555169F0 City of Santa Ana Public Works OPC Water Resources Right of Way Acquisition Services PAGE z3 ■ SOUTH COAST WATER DISTRICT. SO. LAGUNA TUNNEL STABILIZATION A two-mile sewer tunnel that was built in 1954 runs deep inside the ocean -facing cliffs in South Laguna, CA. The tunnel houses a sewer line that conveys one million gallons of wastewater a day by gravity flow to the Coastal Treatment Plant in Aliso Canyon. The volume of wastewater carried by the line is approximately 25% of the District's daily load. The tunnel was undersized, deteriorating, and unsafe, posing risks of injury to workers and risks of damaging or breaking the sewer line itself, potentially causing a sewage spill onto the beaches along the two-mile coast. OPC acquired upgraded easements, new easements, access rights, and fee interests from 214 beach -front property owners along the 2-mile length of existing sewer tunnel. Our program management capabilities for this large parcel project were enhanced by OPC's SharePoint project management site. The District allowed OPC's phased program with stepped -up levels of effort consistent with the values of the property rights to be acquired and impacts to the land. OPC was able to contain condemnation proceedings to a handful of residents who were fundamentally opposed to the project — which was a $20 million litigation expense savings from the original services cost estimates. YEAR COMPLETED: 2013 FRIANT WATER AUTHORITY, FRIANT-KERN CANAL The Friant-Kern Canal Middle Reach Capacity Correction Project is a joint effort of Friant Water Authority and the Bureau of Reclamation. The project seeks to address needed repairs to 33 miles of the 153-mile-long Friant-Kern Canal, which has lost more than 50% of its design capacity due to land subsidence caused by groundwater overdraft conditions that occurred during California's 2011-2019 drought. The proposed project includes construction of a new parallel canal immediately to the east of the existing Friant-Kern Canal to improve the water flow of the canal in Tulare and Kern counties. Currently in the design phase, OPC is providing coordination and management to resolve utility conflicts identified by the design and acquisition team (Stantec and Bender -Rosenthal, respectively). OPC estimates 61 utility conflicts between 20 different irrigation districts and third -party utility owners, resulting in 45 Utility Agreements (UAs), 20 Amended UAs and 30 conveyance documents (Joint Use/Consent to common Use Agreements, utility easements). OPC will act as the primary point of contact with all utilty owners, actively participate in the design of the project, mitigate issues with BRI and the Design Team, issue Notice to Owner to relocate utility, prepare utility agreements, assist in obtaining permits, ensure all easement and property rights have been property conveyed to utility owners, prepare deed jackets, and provide final close out utilty parcel file to the Authority. 3 Betty Burnett General Manager (now with) SOUTH ORANGE COUNTY WASTEWATER AUTHORITY YEAR COMPLETED: Ongoing Tel: 949.234-5400 bburnett @socwa.com E Linda Lee, PMP Principal Project Manager BENDER ROSENTHAL (PRIME) Tel: 916.978.4900, ext. 204 Llee @benderrosenthal. co m 2tvi7�,}{.ives Through Infrastructure 'JJ opcservices.com zA 0 PC DocuSign Envelope ID: 01 C1 DA1 D-6C6A-4608-A484-D928555169F0 City of Santa Ana Public Works OPC Water Resources Right of Way Acquisition Services I, PAGE 24 PROJECTS FOR CITY OF SANTA ANA 0"M OPC has worked with the City of Santa Ana for over 20 years. Throughout C that time, we have provided all of the J services outlined in the PWAs RFP. The following includes just a few project Jason Gabriel highlights: Principal Civil Engineer The Bristol Street Wdening Project has progressed over several phases. OPC CITY OF performed cost estimates, acquisition, SANTA ANA relocation, and property management Tel: 714.647.5664 services associated with different phases of this project. Most recently, JGabriel OPC is working on the Bristol Street @santa-ana.org Widening Project - Phase III A and B, managing all acquisition and relocation services associated with these phases as well as property management. OPC managed, maintained, and monitored vacant land and structures on behalf of the City as part of the project. Project monitoring included illegal occupancy, compromised board -ups, illegal dumping, weed abatement needs, graffiti, theft, property damage, and illegal use of utilities. OPC has worked on numberous projects over the past 20 years including Grand Avenue Widening, Civic Center On -Call, Bristol & 17 Intersection Project, Warner Avenue Street Widening, Santa Ana Boulevard Grade Separation, and many others. e. Relevant Project Experience Ives Through Infrastructure ttu'jJ4 opcservices.com :AO PC DocuSign Envelope ID: 01 C1 DA1 D-6C6A-4608-A484-D928555169F0 City of Santa Ana Public Works OPC Water Resources Right of Way Acquisition Services PAGE z6 Scope of Work: Schedule We have outlined our scope of work and approach extensively in the previous pages. OPC has a thorough understanding of all of the services defined in the RFP. The chart on the following page outlines a hypothetical schedule (with critical path tasks) for completing a typical acquisition and relocation project. The schedule assumes a project start date of December 1, 2020. This schedule represents an approximate range of time it would take to complete a project of similar scope. Scope Schedule Ives Through Infrastructure ttvrs6 opcservices.com :AO PC m 9- u 0 N u 0 N V 0 N -o d 0 0 C M C ca U C a) a) �,.-L O >d c 0 o T 0), o T° 0-0 = o f n a„ cc 30 N O N N a 0 U -0 O Q S 75 O U O) U >> a5 a)z C QQN Q -a> a) 2 a 0- ca w ��a)Q�o� 0)a) TN 2-c E.. N F m 0 a C _ 0)U _ (7 .D n ca O a5 C U C 4T a) v fa 3 0 N ca 0 O� y aM o a Y a) U a) c N a) ■ Ca 0 Q'6 3q L-� w O aa5 C a) I W >. 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Z Ca Nd 0c'3 m Q pC��a3cEo c U V3 a) N O 0 a5 w lL U a) a) C U C -LU op .a) Ew o c-5.a)Er- rn p o o p p° 3 ca a .�d CU N E u UL >` cu O-OL N -0-0 a) a) o-o7 N :� 0 a1 .E 0 z O Q V O J W z CO z O F N 7 cr V Q Ln `w n a W a 3 a '> Z a ¢ W 3 2 a a 0 a W , —� iNM .0. ai — ,� a) N a) C C U E — U .0 w N o d- c O U L O Q a1 ai -O .N a) '> d a.� N U c c a a o a) 0)O U N pL.. a7 > N E �o To N EcE6 -0Co— E— >v E°) o a)fna?a)U° O'N (tea Ca a) > Ca Q.,J N a N ca ' O_ -O -D.� a N C a) '— (6 N E d 0)— O -C3 0 0> d U 0) N L a1 C m U Q w d 2 0)0 a) O-0 7 w w O �n 0-5 aasL a) 3 �0—�°�N3Ern 3 U u C U o O (a 0-N. V 3 N, i 0 a) 0-0 a) -C a _0 a) a)ca 0 S N N Ca U O C 3 N'0 C U N ca a7 a) O Ca ao E U� ai 0 w C a) — p N '3M-p > m O 0 !- C)d a)°Lc 03(6a) DocuSign Envelope ID: 01 C1 DA1 D-6C6A-4608-A484-D928555169F0 City of Santa Ana Public Works OPC Water Resources Right of Way Acquisition Services I, PAGE z8 Project Tools: OPC's ProjectOne@ ProjectOne° is our dedicated online system, created and developed by OPC to specifically address the unique needs of the our industry. The use of ProjectOne on our projects ensures timely delivery of our tasks, which in turn results in reduction of costs on your projects. AUTOMATED/REAL-TIME REPORTING Client communication and real-time transparency into the progress of our work is our top priority. For that reason, we utilize a state-of-the-art dedicated project management tool called ProjectOne®. ProjectOne® gives the client access to up-to-date, real-time information via a secure site that you can simply login to at any time. All reports and information are at your fingertips whenever you need it. The AEC- 021 _ O I SECURE ACCESS iVClmSr: F2"y� � I t i e � u J 1 O C's Projectors automated reporting platform utilizes the latest technology for management of project data, documentation, progress tracking, and reporting. The standardization of documents and processes assures regulatory and jurisdictional consistency. What is most important is how our clients benefit from this unique project management experience — the instant access to up-to-date, current information on the project. PROPRIETARY SOFTWARE OPC designed ProjectOne® with superior quality control t in mind, and it provides standardization of project processes, which in turn results in regulatory and jurisdictional consistencies. Our team can easily coordinate the dynamic needs of each of our projects through the project site, integrating multiple disciplines and resources of the project team from various OPC locations. Project Tools: ProjectOne® 1uives Through Infrastructure t6v-r58 opcservlces.com :AD 0 r C DocuSign Envelope ID: 01 C1 DA1 D-6C6A-4608-A484-D928555169F0 Fee Prormsal FEE PROPOSAL Uploaded separately to Planet Bids. a.. hu V Fee Proposal A�j ci ives Through Infrastructure mt,9 opcservices.com zl-AOPC DocuSign Envelope ID: 01 C1 DA1 D-6C6A-4608-A484-D928555169F0 Certifications r Certifications �ci��ives Through Infrastructure On� bb opcservices.com r DocuSign Envelope I D: 01 C1 DA1 D-6CM-4608-A484-D9285551691`0 Appendix ATTACHMENT 4-1: NON -COLLUSION AFFIDAVIT CERTIFICATIONS WATER RESOURCES RIGHT OF WAY ACQUISITION SERVICES RFP NO.: 20-091 NON -COLLUSION AFFIDAVIT (Title 23 United States Code Section 112 and Public Contract Code Section 7106) To the CITY OF SANTA ANA DEPARTMENT OF PUBLIC WORKS In accordance with Title 23 United States Code Section 112 and Public Contract Code 7106 the BIDDER declares that the bid is not made in the interest of, or on behalf of, any undisclosed person, partnership, company, association, organization, or corporation; that the bid is genuine and not collusive or sham; that the BIDDER has not directly or indirectly induced or solicited any other BIDDER to put in a false or sham bid, and has not directly or indirectly colluded, conspired, connived or agreed with any BIDDER or anyone else to put in a sham bid, or that anyone shall refrain from bidding; that the BIDDER has not in any manner, directly or indirectly, sought by agreement, communication, or conference with anyone to fix the bid price of the BIDDER or any BIDDER, or to fix any overhead, profit, or cost element of the bid price, or of that of any other BIDDER, or to secure any advantage against the public body awarding the contract of anyone interested in the proposed contract; that all statements contained in the bid are true; and, further, that the BIDDER has not, directly or indirectly, submitted his or her bid price or any breakdown thereof, or the contents thereof, or divulged information or data relative thereto, or paid, and will not pay, any fee to any corporation, partnership, company association, organization, bid depository, or to any member or agent thereof to effectuate a collusive or sham bid. Note: The above Non -collusion Affidavit is part of the Proposal. Signing this Proposal on the signature portion thereof shall'alsq constitute signature pf this Non -collusion Affidavit. BIDDERS are cautioned that making `a false certifire on ma f- cty;t"ertifier to criminal prosecution. State of Caliif6nrnria y�I County of 1v (S�LES Subscribed and sworn to (or affirmed) before me on this 29 day of SFpTeM 0_7 by V21MN L-yc-j2e T proved to me on the basis of satisfactory evidence to be the person(s) who appeared before me. ------------------ KATIE QUICK Comminion A 2176757 '.• Notary Public - California ORANQECounry MY Comm. Expires DEC 23, 2020 Notary Public Seal City o1AZI? p P 20-091 image DocuSign Envelope ID: 01 C1 DA1 D-6C6A-4608-A484-D928555169F0 Appendix ATTACHMENT 4-2: NON -LOBBYING CERTIFICATION The prospective participant certifies, by signing and submitting this bid or proposal, to the best of his or her knowledge and belief, that: No federal appropriated funds have been paid or will be paid, by or on behalf of the undersigned, to any person for influencing or attempting to influence an officer or employee of any federal agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with the awarding of any federal contract, the making of any federal grant, the making of any federal loan, the entering into of any cooperative agreement, and the extension, continuation, renewal, amendment, or modification of any federal contract, grant, loan, or cooperative agreement. 2. If any funds other than federal appropriated funds have been paid or will be paid to any person for influencing or attempting to influence any officer or employee of any federal agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with this federal contract, grant loan, loan or cooperative agreement, the undersigned shall complete and submit a `Disclosure of Lobbying Activities". This certification is a material representation of fact upon which reliance was placed when this transaction was made or entered into. Submission of this certification is a prerequisite for making or entering into this transaction imposed by Section 1352, Title 31, U. S. Code. Any person who fails to file the required certification shall be subject to a civil penalty of not less than $10,000 and not more than $100,000 for each such failure. The prospective participant also agrees by submitting his or her bid or proposal that he or she shall require that the language of this certification be included in all lower tier subcontracts, which exceed $100,000 and that all such sub recipients shall certify and disclose accordingly. Firm Overland, Pacific & Cutler, LLC Signed and Printed Name: Brian Everett Title CEO/Broker in Charge Date City of244p P 20-091 DocuSign Envelope ID: 01 C1 DA1 D-6C6A-4608-A484-D928555169F0 Appendix ATTACHMENT 4-3: NON-DISCRIMINATION CERTIFICATION The undersigned consultant or corporate officer, during the performance of this contract, certifies as follows: 1. The Consultant shall not discriminate against any employee or applicant for employment because of race, color, religion, sex, or national origin. The Consultant shall take affirmative action to ensure that applicants are employed, and that employees are treated during employment without, regard to their race, color, religion, sex, or national origin. Such action shall include, but not be limited to, the following: employment, upgrading, demotion, or transfer; recruitment or recruitment advertising; layoff or termination; rates of pay or other forms of compensation; and selection for training, including apprenticeship. The Consultant agrees to post in conspicuous places, available to employees and applicants for employment, notices to be provided setting forth the provisions of this nondiscrimination clause. 2. The Consultant shall, in all solicitations or advertisements for employees placed by or on behalf of the Consultant, state that all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, or national origin. 3. The Consultant shall send to each labor union or representative of workers with which he/she has a collective bargaining agreement or other contract or understanding, a notice to be provided advising the said labor union or workers' representatives of the Consultant's commitments under this section, and shall post copies of the notice in conspicuous places available to employees and applicants for employment. 4. The Consultant shall comply with all provisions of Executive Order 11246 of September 24, 1965, and of the rules, regulations, and relevant orders of the Secretary of Labor. 5. The Consultant shall furnish all information and reports required by Executive Order 11246 of September 24, 1965, and by rules, regulations, and orders of the Secretary of Labor, or pursuant thereto, and will permit access to his/her books, records, and accounts by the administering agency and the Secretary of Labor for purposes of investigation, to ascertain compliance with such rules, regulations, and orders. 6. In the event of the Consultant's non-compliance with the nondiscrimination clauses of this contract or with any of the said rules, regulations, or orders, the contract may be canceled, terminated, or suspended in whole or in part and the Consultant may be declared ineligible for further Governrnent contracts or federally assisted construction contracts in accordance with procedures authorized in Execution Order 11246 of September 24, 1965, and such other sanctions may be imposed and remedies invoked as provided in Executive Order 11246 of September 24, 1965, or by rule, regulations, or order of the Secretary of Labor, or as otherwise provided by law. 7. The Consultant shall include the portion of the sentence immediately preceding paragraph (1) and the provisions of paragraphs (1) through (7) in every subcontract or purchase order unless exempted City of ZORn P 20-091 A - DocuSign Envelope ID: 01 C1 DA1 D-6C6A-4608-A484-D928555169F0 by rules, regulations, or orders of the Secretary of Labor issued pursuant to Section 204 of Executive Order 11246 of September 24, 1965, so that such provisions will be binding upon each subcontract or purchase order as the administering agency may direct as means of enforcing such provisions, including sanctions for noncompliance; provided, however, that in the event the Consultant becomes involved in, or is threatened with, litigation with a sub -consultant or vendor as a result of such direction by the administering agency, the Consultant may request that the United States enter into such litigation to protect the interests of the United States. 8. Pursuant to California Labor Code Section 1735, as added by Chapter 643 Stats. 1939, and as amended, No discrimination shall be made in the employment of persons upon public works because of race, religious creed, color, national origin, ancestry, physical handicaps, mental condition, marital status, or sex of such persons, except as provided in Section 1420, and any consultant of public works violating this Section is subject to all the penalties imposed for a violation of the Chapter. Signed: Title: CEO roker in Charae Firm: Overland, Pacific & Cutler, LLC City of'Mage" 20-091 gage DocuSign Envelope ID: 01 C1 DA1 D-6C6A-4608-A484-D928555169F0 Appendix ATTACHMENT 5 REFERENCES WATER RESOURCES RIGHT OF WAY ACQUISITION SERVICES RFP NO.: 20-091 List and describe fully the contracts performed by your firm which demonstrate your ability to provide the supplies, equipment or services included in the scope of the proposal specifications. Attach additional pages if required. The City reserves the right to contact each of the references listed for additional information regarding your ftrm's qualifications. Reference Customer Name_ Los Angeles DWP Contact Individual: Ron Davis Address: 111 N. Hope Street, Rm 1031 Phone Number: 213.367.0557 -Los Angeles, CA 90012 Facsimile Numher unknown ContractAmount: $106,000 year: 2019 Description of supplies, equipment, or services provided_ Acquisition of easements forthe River Supply Conduit Improvement Upper Reach (RSCIUR) Unit 7. Customer Name: San Diego County Water AuthorContact Individual: Nick Von Gymnich Address: 4677 Overland Avenue PhoneNum San Diego, CA 92123 FacsimileN ContractAmount: $126,000/Aquaduct$72,000 year: 2017 Description of supplies, equipment, or services provided: 858.522.6910 unknown Acquisition services for workspace and laydown yards for the Pipeline 3 Relining Project Reference Customer Name: South Coast Water District Contact Individual: Betty Burnett (now with SOCWA) Address: 31592 West Street Phone Number. 949.234.5400 Laguna Beach, CA 92651 unknown ContractAmount: $450,000 + 90K year: 2012-2013; 2018 work with attornies Description of supplies, equipment, or services provided: of easements, access rights, fee interests from 214 beachfront of So. THIS FORM MUST BE COMPLETED AND INCf ,UDE,D WITH THE PROPOSAL, PROPOSALS THAT DO NOT CONTAIN T�t�f XffL BE CONSIDERED NONRESPONSIVE. DocuSign Envelope ID: 01 C1 DA1 D-6C6A-4608-A484-D928555169F0 " My experience has been good overall with OPC; I enjoy working with their staff. Mark Lancaster Right of Way Manager Riverside County Transportation Commission eam Resumes Appendix ives Through Infrastructure AV-, 96 opcservices.com i-' D 0 C DocuSign Envelope ID: 01 C1 DA1 D-6C6A-4608-A484-D928555169F0 [Gigs I. RESUME Brian Everett CEO/BROKER-IN-CHARGE ■ OVERVIEW + dw �y17' Since 1986, Mr. Everett has been involved in virtually every aspect of real estate consulting pertaining to right of way and real property acquisition, relocation assistance, and property management services. His experience includes program and project management for public works improvement, community development, school district, and transportation projects under federal, state, and local guidelines. As CEO of OPC, Mr. Everett sets goals for the largest company in the West specializing in right of way services for public infrastructure. Through creative planning, he anticipates the needs of the right of way industry to better serve OPC's clients. He also focuses on selecting and retaining the most highly -qualified staff in the industry, fostering an atmosphere of success and company growth. PROJECT EXPERIENCE Los Angeles World Airports (LAWA) Education Master's, Economics, Cal State University, Los Angeles Bachelor's Degree, Economics, Minor in Finance, Cal State University, Northridge License(s) Real Estate Broker, California, No. 00912304 Real Estate Broker, Nevada, No. B.1000725.CORP Affi I iations/Certifications Burbank/San Fernando Valley Board of Realtors IRWA, SR/WA Candidate Active Member, IRWA Chapter 1 Past Chairman, IRWA Ch 1 Public Agencies Committee IYears of Experience Initial Year in Industry: 1986 Initial Year with OPC: 2001 Noise Mitigation Program. Principal -in -Charge for the largest voluntary acquisition and relocation program in the nation at the Los Angeles International Airport. The team successfully acquired 100 properties totaling over 450 units. OPC assisted owners and contractors in coordinating pre -close of escrow inspection requirements and repairs. Additionally, OPC worked directly with the Los Angeles County Tax Assessor's Office to assist home owners with property tax base transfers. On a most aggressive schedule, OPC provided relocation services for over 1,400 residential cases including 150 government subsidized households. By developing a relationship with numerous Housing Authorities and various property managers, OPC's specialized referral department built a comprehensive list of over 4,500 rental units which included unit amenities and photographs. City of Burbank ElmAvenue, North Naomi, West Verdugo, San Fernando Road, Thornton Road. Provided essential management oversight on multiple projects for the City of Burbank. Services included relocation plans, residential relocation services (both permanent and temporary) and acquisition. Project contracts have totaled over $700,000. City of Pico Rivera Passons Grade Separation. The City of Pico Rivera partnered with the City of Santa Fe Springs, Burlington Northern Santa Fe Railroad (BNSF), Caltrans Division of Rail, and several other transportation agencies to secure funding for the $43 million grade separation project. Provided project management and oversight for this grade separation project which allowed Passons Boulevard to pass under the railroad tracks, eliminating a dangerous crossing where many residents had been injured or killed. Handled the legal description and plat map preparation, appraisal, title clearance, property acquisition, and relocation assistance for all parcels required for the project, including part and full takes and approximately 100 relocations under FHWA oversight. Of the part takes, 2 commercial centers, a school, railroad, MTA, and single family properties were affected. A 90-unit building was acquired and all occupants relocated without ever issuing a 90-day notice to vacate. 25'a g Lives Through Infrastructuren —& opcservices.com -*A- O1'i� DocuSign Envelope ID: 01 C1 DA1 D-6C6A-4608-A484-D928555169F0 IQ Z0 RESUME Brian Everett CEO/BROKER-IN-CHARGE PROJECT EXPERIENCE, continued City of Pico Rivera Passons Grade Separation. The City of Pico Rivera partnered with the City of Santa Fe Springs, Burlington Northern Santa Fe Railroad (BNSF), Caltrans Division of Rail, and several other transportation agencies to secure funding for the $43 million grade separation project. Provided project management and oversight for this grade separation project which allowed Passons Boulevard to pass under the railroad tracks, eliminating a dangerous crossing where many residents had been injured or killed. Handled the legal description and plat map preparation, appraisal, title clearance, property acquisition, and relocation assistance for all parcels required for the project, including part and full takes and approximately 100 relocations under FHWA oversight. Of the part takes, 2 commercial centers, a school, railroad, MTA, and single family properties were affected. A 90-unit building was acquired and all occupants relocated without ever issuing a 90-day notice to vacate. City of Oxnard Rice Avenue Interchange Realignment. Directed the activities for 56 mixed -use, full- and part -take acquisitions, 30 homeowner and tenant relocations, and 18 business and non-profit organizations relocations. Managed the Las Cortes Project, also in the City of Oxnard, which involved temporary relocation for a 260-unit building being demolished and rebuilt in the City, involving approximately 50 permanent displacements. City of Glendale State Route 134 Freeway Realignment. Project Manager for this State Route project which involved 8 complex industrial part -take acquisitions. The project was performed under the supervision of Caltrans, and involved turn -key services including appraisal, right of way engineering, project management, and eminent domain support. This unique project required major takes from not only Glendale but Los Angeles city departments, including flood control and railroad, affecting the Griffith Park Trust. Los Angeles Unified School District Various Projects. Provided management of the appraisal, title, escrow, acquisition, relocation, interim property management, and demolition services for the School District's projects which involved over 300 acquisitions, 250 residential and 80 business relocations. OPC was the major consulting firm for LALISD's extensive school site development program and aided the district in its school site selection process by providing many "in-house" consultants that helped the district with oversight and management of its programs and its relocation plan preparation. In round numbers, OPC helped with 40 school sites, acquired approximately 1,000 properties, and relocated approximately 4,000 households and businesses. Lynwood Unified School District Multiple Project Sites. As Principal-in-Charge/Program Manager, providedfull-serviceprogram managementfor seven school sites that included 100 acquisitions and 350 relocations. The program management included: Title coordination, appraisal coordination, acquisition, relocation, and property management services, in addition to representation to the State of California Department of General Services and the Office of Public School Construction regarding funding matters and bond applications. City of Montclair Grade Separation Project. This project involved 23 full- and part -take acquisitions. Additional services provided included 3 business relocations, appraisal, and escrow coordination. 25a g Lives Through Infrastructure —6 opcservices.com ::I&Wn O Pf C DocuSign Envelope ID: 01 C1 DA1 D-6C6A-4608-A484-D9285551691`0 IQ i1111 P RESUME Brian Everett CEO/BROKER-IN-CHARGE PROJECT EXPERIENCE, continued Glendale Housing Authority Multiple Project Sites. Provided project management on several Housing Authority projects including appraisal oversight, relocations, and other right of way services. City of Baldwin Park Various Projects. Provided project management on several projects including the Downtown Revitalization including relocation plan creation and on -call support for public outreach projects. San Bernardino Economic Development Agency Multiple Projects. Managed various projects for the City of San Bernardino Economic Development Agency involving 45 full -take acquisitions. PAST RELEVANT EXPERTISE Principal Real Property Agent County of Los Angeles Department of Public Works, 1990-2001 For 11 years, served the County of Los Angeles Department of Public Works starting as a Real Property Agent and progressing to become the Principal Real Property Agent with oversight responsibility for all acquisition, excess property, and property management oversight. Responsible for the oversight of all County of Los Angeles Department of Public Works, which included all County Flood, Waterworks, Airport and Road facilities, property acquisitions and supervision of a staff of 15 property agents. Planned work programs, developed procedures, made appearances before the Board of Supervisors to justify DETAILS OF EXPERTISE Publications: Provided Course Materials for the following Conferences: Timing Counts: The Right of Way Acquisition Process, 2010 IRWA Spring Conference Appraisers Role in Public Acquisition, 2009 Appraisal Institute Chapter meeting Coordination between Legal, Acquisition and Relocation 2008 CLE Int'I Annual Eminent Domain conference Program Coordination for Large Scale Acquisition and Relocation Projects, 2008 IRWA Fall Conference Mitigate Before You Litigate, 2006 CLE International Annual Eminent Domain Conference recommendations concerning property issues. Experience at the County included preparation and/or review of complex real property transactions, recommendations and reports for the Board of Supervisors and other governmental agencies. Responsible for the implementation of auction, sales, and lease procedures for large independently developable properties. Prepared procedure manuals and chronological checklists to be used by agents in both the auction and sale of property and acquisition. Professional Speaking Engagements: Continuing Legal Education Eminent Domain Conference (2004, 2006, 2008) IRWA Acquisition, Relocation & Valuation Conference (2003, 2008, 2010) IRWA Chapter 1 Right of Way Training CASH Conference (2005) a g Lives Through Infrastructure 25 — § opcservices.com :AOPC DocuSign Envelope ID: 01 C1 DA1 D-6C6A-4608-A484-D9285551691`0 [Gigs j. RESUME Roy Guinaldo SENIOR PROJECT MANAGER ■ OVERVIEW Ir Mr. Guinaldo has over 30 years of real estate experience and is knowledgeable of municipal and governmental procedures and regulations relating to property acquisition (full- and pan- takes) and excess land dispositions. He is responsible for both residential and commercial acquisitions in publicand private sector client acquisition projects and is knowledgeable of the relocation procedures for both residential owners and tenants. Mr. Guinaldo provides training to OPC staff and is bi-lingual English/Spanish. PROJECT EXPERIENCE City of Lancaster, CA/Kimley Horn Education Coursework, Cerritos Community College Associated coursework for Real Estate license License(s) Real Estate Broker, California, No. 00986344 Years of Experience Initial Year in Industry: 1988 Initial Year with OPC: 2002 Pedestrian Gap Closures. As a Project Manager, responsibilities include overseeing coordination of title documents, legals/plats/maps, cost estimating, Minimum Value Estimates (MVE), the negotiation process for dedication of land, eminent domain support, and escrow for 26 parcels to construct city improvements such as street widening, ADA complaint curb ramps, and the instillation of curb, gutter, and sidewalks. San Bernardino County Transportation Authority (SBCTA) 1-10 Express Lanes Project. Project Manager responsible for over 450 partial acquisitions and complex partial acquisitions as part of a high profile, politically sensitive project to add freeway lanes along the 33-mile segment of Interstate 10 (1-10) between the Los Angeles/San Bernardino (LA/SBd) County Line and Ford Street in San Bernardino County. Riverside County Transportation Commission (RCTC) SR-91 CIP. This high profile, politically sensitive project involves over 450 partial and full acquisitions with varying degrees of difficulty and approximately 250 residential and business relocations. This design -build project will widen approximately 16 miles of active highway through the urbanized area of Corona and the County of Riverside. As a Senior Agent and then Project Manager, responsible for full take and part take acquisitions, as well as complex acquisitions of residential, commercial, and industrial parcels. Additionally, responsible for residential relocation assistance services. Performed project management activities within the project. Negotiated the acquisition of additional right of way throughout the project as needed. Sales Broker. Currently acting as RCTC's Broker, for the sale of several properties associated with the SR-91 project. SR91/SR71 Interchange Improvement Project. Senior Agent responsible for part -take acquisitions. Assisted the project manager by performing certain project management activities within the project. Attended meetings, coordinated offer packages, reviewed documents, and updated the client. SR-74/I-15 Widening Project. Senior Agent responsible for the acquisition of mitigation properties and acquisition of temporary construction easements. I-215 Widening Project; Scott Road to Nuevo. Senior Agent responsible for the acquisition of easements and temporary construction easements. a g Lives Through Infrastructure n 2 —tbopcservices.com :o1'i� DocuSign Envelope ID: 01 C1 DA1 D-6C6A-4608-A484-D928555169F0 IQ i! j. RESUME Roy Guinaldo SENIOR PROJECT MANAGER PROJECT EXPERIENCE, continued Orange County Transportation Authority (OCTA) 1-405 Widening Project. This project is for the creation of new tolled express and general purpose lanes and miscellaneous widening improvements along the 1-405 between SR-73 and 1-605. As a Project Manager, responsible for the right of way acquisition work for 15 parcels. Los Angeles County Metropolitan Transportation Authority (Metro)/Hatch Mott MacDonald Crenshaw/LAX Transit Project. Acquisition Manager. Responsible for managing staff, providing updates to the client, and assisting with the acquisition of permanent and temporary easements for the eight -mile light rail which extends from the southern terminus of the Metro Green Line to the new Metro Exposition Line. TRIP/City of Bakersfield Centennial Corridor Improvement Project. This project will facilitate the extension of SR-58 to the west of SR- 99 providing a continuous freeway connection to the Westside Parkway (future SR-58). Performing as a Project Manager responsible for acquisition and relocation work for approximately 88 full and partial acquisitions. 24th Street Improvement Project. Responsible for full take and part take acquisitions as well as complex acquisitions of residential, commercial, and industrial parcels. City of Oxnard U.S. 101/Rice Ave. Interchange. Acquisition and Relocation Agent responsible for the acquisition of full and partial takes from residential and commercial properties and mobile homes. The City, in cooperation with Caltrans, reconstructed and widened the existing Rice Avenue/U.S. 101 Interchange and overcrossing from two to six lanes, reconfiguring the on and off -ramps and realigning Ventura Boulevard. City of Long Beach Redevelopment Agency West Gateway Project. Responsible for the acquisition of residential and commercial properties and for the relocation of residential on -site owners. In total, OPC provided relocation for 119 residential tenants, 13 homeowner occupants, and 15 businesses in the West Gateway Project Area. Services included negotiating leasehold interest acquisition and the coordination of bulk sale escrow. City of Irvine Culver Drive Sound Wall. Responsible for the acquisition of temporary construction easements. The goal of the projectwas to widen a portion of Culver Drive from a two-lane undivided roadway to a four -lane divided roadway. OPC developed and implemented the City's right of way acquisition and sound attenuation program in conjunction with the widening and realignment of Culver Drive. DETAILS OF EXPERTISE In -House Courses: IRWACourses: Uniform Act Revisions 901 - Engineering Plan Development & Applications Basic Residential Relocation Advanced Residential Relocation Environmental Assessment & Acquisition Business Relocation a i g Lives Through Infrastructure n 25 opcservices.com �oPiC DocuSign Envelope ID: 01 C1 DA1 D-6C6A-4608-A484-D928555169F0 OPC j. RESUME Jamie Gates SENIOR PROJECT MANAGER ■ OVERVIEW 1 I Education �� I Bachelor of Science, Business Management, Keuka College I Leading OPC's Energy & Utilities group, so Mr. Jamie Gates has an extensive land Affiliations/Certifications management experience on pipeline, energy, and utilities projects. As a Senior Project Manager for OPC, he is American Association of Professional Landman, responsible for real estate acquisition and right of way Michael Late Benedum Chapter acquisition, mineral title, strategic planning, staff International Right of Way Association (IRWA) development, cost controls, and overall project management. With over 15 years of experience, Mr. Gates' Ex Years oExperience expertise covers oil and gas, electric utilities, surface use p agreements, due diligence, title reviews, deed plotting, Initial Year in Industry: 2003 easements, permitting, land records management, conflict Initial Year with OPC: 2020 resolution, landowner relations, and construction across the US. His responsibilities have included preliminary design review, routing and mapping, surface and subsurface title research, document preparation, and acquisition negotiations. PROJECT EXPERIENCE San Diego Gas & Electric Right of Way Services, San Diego, California. Project Manager responsible for staff assignment and response to client's real estate needs for ongoing office and field -based energy and utility projects. Contra Costa Valley Water District Contra Costa Canal Title Transfer Project, San Ramon, CA. Senior Project Manager responsible for oversight on a title research project involving records review and mapping for 450 easements related to canals, reservoirs, and wasteways, and laterals. PAST RELEVANT EXPERTISE Project Manager Maser Consulting, Charlotte, NC Subcontracted for Duke Energy's Strategic Underground Program, Management of four POD's. Duties included supervising the overall directions, coordination, and management of a right-of-way team and subconsultants for Duke Energy Electrical Transmission Underground Program; developing processes and procedures for the Right of Way Department; handling client interaction, including preparation of new contract proposals, change orders, and attendance at project meetings; and mentoring and directing junior staff, coordinating with project managers, and monitoring goal setting and performance management of right of way team. Responsible for invoicing and budget plan approvals. Worked close with design and construction throughout the life of the project. Project Manager Power Secure/Dominion Energy, Farmville, VA As Right of Way Agent/Title Agent, responsible for acquisitions and research for Dominion Energy's Strategic Underground Program. Duties included document preparation, landowner research, prepared road crossing applications, landowner visits training new title and right of way agents; right of way AutoCad Plats; as -built billing updates into web portal; due diligence full title and limited searches; tracking ROW, permitting, and land rights progress. Worked with design and construction to secure alternative routes and re -designs. Coordinated projecUsurvey timelines. a g Lives Through Infrastructure 2 —t opcservices.com :::�A—Opc DocuSign Envelope ID: 01 C1 DA1 D-6C6A-4608-A484-D928555169F0 IQ i! P RESUME Jamie Gates SENIOR PROJECT MANAGER PAST RELEVANT EXPERTISE, continued Right of WayAgent/Research Specialist Doyle Land Group, Staunton, VA Research Specialist/ ROW Agent for the 600-mile Atlantic Coast Pipeline. Responsibilities included obtaining survey permissions from landowners and outside agencies. Negotiations for future or upcoming projects. Negotiated damages on multiple projects dealing with livestock, timber, and surface damages. Completion of 50-year title search; researching properties for Dominion Energy; working in both the courthouse and online. DETAILS OF EXPERTISE Coursework: Principles of Field Land Practices - Sponsored by AAPL, May 2012 Resolving Title Issues in Shale Development - Sponsored by E&MLF, May 2012 Title Agent/Document Specialist Salem Land Group/Pilgrim Pipeline Involved in route selection, establishing positive relationships with landowners, and negotiating right of way agreements. Acquired oil and gas leases for multiple line project. Completed Limited Title Certificates for Quality Control for all documents before sending to the client. a Lives Through Infrastructure 251—� g opcservices.com On � DocuSign Envelope ID: 01 C1 DA1 D-6C6A-4608-A484-D928555169F0 [Gigs j. RESUME William Ridenour PROJECT MANAGER ■ OVERVIEW Mr. Ridenour has 10 years of experience in real estate services for energy and utility projects. He has an extensive track -record of leading profit -generating utility company projects, renewable energy projects, and commercial real estate projects while ensuring regulatory compliance. His in-depth experience includes right of way analysis, title research, title curative processes, development, land use, encroachments, easements, financial, legal, risk management, and operational functions. Mr. Ridenour has proven exper-tise in contractual reviews, negotiations, and comprehensive project management, to drive increased effi-ciency and performance metrics. He has created public planning presentations for permitting, zoning and use hearings. PROJECT EXPERIENCE Education Coursework, Chabot College Coursework, Diablo Valley College License(s) Real Estate Broker, California, No. 0090724 Affiliations/Certifications Member, ICSC International/Council of Shopping Centers Years of Experience Initial Year in Industry: 2009 Initial Year with OPC: 2019 San Diego Gas & Electric Right of Way Services. On -site Project Manager responsible for day—to-day client management and response to real estate needs for energy and utility projects. PAST RELEVANT EXPERTISE Senior Land Agent/Acquisitions Atwell Group Responsible for coordinating a wide range of professional service providers including engineers, public af-fairs, project manager, legal, and survey teams. Interpreted legal descriptions and exhibits, subdivision maps, parcel maps, work orders, and engineering drawings. Negotiated with property owners, government officials, tenants, and other interest holders. Responsible for determining existing rights and for drafting, negotiating and presenting acquisition packages and acquiring various property rights through Grant of Easements, Grant Deeds, Leases, Temporary Right of Entries, Right of Way Agreements, Licenses, etc. to facilitate the development, construction, operation and maintenance of facilities. for major utility and renewable energy projects, (PG&E, NextEra, Invenergy). Reviewed and interpreted propertytitle and ap-praisal reports, preparation of cost estimates to assess land values, pulled documents and title chains to make determination of existing ownership rights. Asset Manager/Acquisitions The Khoshbin Company Provided oversight of all financial, physical, and organizational activities of private investment portfolio. Successfully navigated needs of portfolio spanning: office buildings/executive suites, retail and mixed -use properties, restaurants, and marina docks. Managed commercial real estate properties, capital expenditure projects, site contract negotiations, and ensured seamless contract administration; construction and sub -contractor agreements to master service level agreements. Conducted Property and Asset Management activities; lease management, tenant and vendor negotiations, maintenance and repairs, legal review and compliance, and financial analysis. Coordinated Cellular and Telecommunications Licenses and Opera-tional Agreements for Verizon, AT&T, and Sprint. a i g Lives Through Infrastructure 2 -t! olocservices.com :::�A-Opc DocuSign Envelope ID: 01 C1 DA1 D-6C6A-4608-A484-D928555169F0 IQ i! RESUME William Ridenour PROJECT MANAGER PAST RELEVANT EXPERTISE, CONTINUED Land Agent Infinity Renewables, LLC Managed high -profile, high -visibility energy projects valued over $345M. Oversaw wind and solar energy portfolio comprised of 400+ turbines. Acted as liaison with municipalities, land owners, and vendors. Identified land parcels for development. Instrumental throughout easement agreement drafting and negotiations, balanced corporate objectives and regulations to create legally sound contracts. Assessed acquisitions financial strength, designed project layout, oversaw construction and testing phases, and led site control. Outstanding knowledge of complete project development process: analyzing to acquisition of sites; construction; design & layout; project management; power curve testing; site control; collection systems, interconnection and transmission. Projects included: 122 wind turbines across 25,000 acres: Estimated at $183 million 109 wind turbines across 20,000 acres: Estimated at $164 million 200 wind turbines across 46,000 acres: Estimated at $300 million DETAILS OF EXPERTISE Consultant Commercial Real Estate Management & Development Generated a profit of $500,000 per project for investors from three several Tractor Supply company retail locations. Relationship builder with the expertise to generate capital from large-scale investors. Influenced numerous private investors to fund on -going retail development projects, including Dollar Tree, generating an average profit of $200,000 each. Expertise in property management, development and leasing to investment property owners. Specialize in the acquisition, property management, leasing and construction of single tenant; Net, Net.Net; and retail development opportunities, partnering with investors on lease, purchase and sales agreements. Originated and underwrote financing; negotiated all real estate purchase and sales contracts. Managed the sale and disposition of the completed asset; developed property management program; led efforts in marketing presentations for each project. Collaborated with engineers, architects, contractors and other consultants on environmental site assessments, geotechnical reports and traffic impact studies. Led property management, leasing and development activities for The Columns Shopping Center, approximately 1 million square foot retail shopping center featuring The Home Depot, Best Buy, Hobby Lobby, Kohls, Gander Mountain, etc. Contract Management; Right of Way Agreements; Environmental Considerations; Subsurface Land Rights; Phase ii Property Management; Site Acquisitions; Project & Environmental; Entitlements/ Permitting; Title Research/Curative; Construction Management; Feasibility Studies; Site & Utilities/Interconnection; Geotechnical Testing; Solar & Wind Market Assessments; Due Diligence; Land Energy Projects; and Mapping & Plats. Use/Zoni ng; I nspections/Stud ies/Reports; Governmental Approvals; Tenant Improvements; Industrial Real Estate; Staff &Team Leadership; Bonds & Bonding Process; Renewable Energy Projects; 25a�j g Lives Through Infrastructure - / opcservices.com ::Akkn o r C DocuSign Envelope ID: 01 C1 DA1 D-6C6A-4608-A484-D928555169F0 [Gigs I. RESUME Casey CrissmanPROJECT MANAGER ■ OVERVIEW Mr. Crissman works with water, power, a and gas utility agencies to provide acquisition and negotiation services. His background includes extensive experience working as an Acquisition Agent and as a Title Specialist. He works on large-scale infrastructure projects within the Energy & Utility Industry. As a Project Manager, his duties included preliminary design review, routing and mapping, surface and subsurface title research, document preparation, acquisition, and negotiations along with the recording of conveyance documents. He has extensive experience interacting and negotiating with landowners and legal representatives to acquire right of way. Mr. Crissman is proficient in Spanish. PROJECT EXPERIENCE Education Coursework, Communication Design, Texas State University, San Marcos, TX License(s) Real Estate License, California, No. 1988456 Notary Public, California, No. 2143996 Affiliations/Certifications Member, International Right of Way Association (IRWA), Chapter 37 Years of Experience Initial Year in Industry: 2005 Initial Year with OPC: 2016 Pacific Gas & Electric (PG&E) San Bernard -Tejon 70kV Reconductor Project. The Reconductor Project is an electric pole and line replacement project to improve capacity and reliability and to comply with new regulations. Responsible for reviewing proposed scope of work by evaluating engineering drawings, exhibits, google map imagery, and kmz files. After providing input to the project team, created preliminary exhibits of the work areas and anticipated damage zones to obtain access for the work. Researched and reviewed the property impacts and located property owners and lessees. Contacted property owners and their representatives to coordinate meetings on -site to discuss project details, impacts to crops, potential issues, and possible hazards. Provided a detailed analysis of expected damages and the estimated value, then prepared and negotiated settlement agreements. Additionally, as a courtesy, drafted notification letters to property owners where we anticipated no damages. SCADA Cabinet Easement Acquisition. Project Manager acquiring nine permanent easements for SCADA cabinets throughout Northern California. Negotiated with a variety of private property owners, institutions, and government agencies, including the City of San Ramon, Town of Windsor, Bank of America, and Napa Valley Unified School District. Southern California Gas Company (SoCalGas) On -Call Land Services. Project Manager providing SoCalGas and Sempra Utilities with expert land rights and real property acquisition related services necessary for the continued operation and maintenance of SoCalGas pipelines and facilities. These include capital improvement and operation & maintenance projects from SoCalGas' Major Projects, Gas Transmission Operations, and Pipeline Integrity Planning divisions. Supporting Transmission Technical Services as Land Advisor providing right of way consultation and supportto SoCalGas' Land & Right of Way Department. Responsible for supporting division project and construction managers, researching land rights, and negotiating with property owners to acquire real property and land rights. Contra Costa Water District Canal Title Transfer. Project Manager overseeing extensive title research and quitclaim exhibit development for real property related to the Contra Costa Canal and other water infrastructure. Includes 459 easement or fee acquisition records for the canals, reservoirs, wasteways, laterals, access roads, and power transmission line. a i g Lives Through Infrastructure n 2 —ft opcservices.com :O1'i� DocuSign Envelope ID: 01 C1 DA1 D-6C6A-4608-A484-D9285551691`0 IQ i! j. RESUME Casey Crissman PROJECT MANAGER PROJECT EXPERIENCE, continued San Diego County Water Authority (SDCWA) Lake Murray to Sweetwater Pipeline 3 Relining Project. Approximately four miles of a six foot diameter pipeline are to be relined with steel sheets. Worked with the affected businesses and property owners to discuss overall project, impacts, and facilitated arrangements to minimize property and business impacts. Negotiated the terms and conditions of temporary construction easements (TCE). Worked closely with client to manage negotiations that had reached an impasse. Coordinated modifications to TCE instrument language between client and property owner's legal counsel. Water Systems Consulting (WSC)/City of Pismo Regional Groundwater Sustainability Project. Worked closely with client and agency stakeholders and city to review project and develop site selection criteria for an Advanced Treatment Facility. Conducted desktop analysis of properties which met selection criteria, utilizing GIS software and real estate software (RealQuest). Evaluated over 30 possible site options then focused on preferred sites, researched ownership, zoning, city planning maps, and hazard zones. Assembled digital map of the properties and areas to record data and help visualize potential sites. Performed on -site evaluation of preferred sites. Prepared and presented Market Analysis Report to present to Client, Agency Stakeholders and City Officials. The Market Analysis Report included overall evaluation as well as determination of preferred and alternative sites. Department of Water Resources (DWR)/Psomas Cal WaterFix Project. OPC worked with Psomas and DWR to provide California WaterFix information on land and mineral rights of 213 parcels for right of way acquisitions and design for the water conveyance system through the Sacramento -San Joaquin River Delta. Working with Psomas, OPC is developing risk evaluations for a "hot map" depicting the areas of most effortfor further mineral rights clarification, and inclusion of the data generated into the DWR Enterprise GIS. OPC assessed risk based on the status of the mineral rights, number of ownerships, and the level of difficulty for the acquisition of the parcels. Acting as Senior Agent, played a key role in structuring the research process and tools, interacting with client and other team members for uniformity, researching property mineral rights, reviewing the research, and representing this research to client. Atkins Global/The Toll Roads (TCA) Comment 377. Title search regarding ownership, property rights, and previous recorded agreements for an easement in Orange County. Researched property using County Recorder's Office website, County GIS data, RealQuest, and County Engineering Department meetings. Assembled multiple final report presentations for client. PAST RELEVANT EXPERTISE Acquisition Agent Onshore Exploration Corp, 2012-2015 Land agent working in both acquisitions and title. Acquired parcels of land by direct negotiation with owners and their legal representatives. Negotiated leases to use portions of property to support the project. Examined title reports, locating missing heirs and devisees when necessary. DETAILS OF EXPERTISE Title Specialist OGM Land Company (Now Percheron), 2005-2010 Performed title research and prepared abstracts for rapidly growing land management company. Assigned to research land areas throughout Texas. Reported findings to project manager and partner. Conducted preliminary mapping and research for new prospects and participated in due diligence efforts. Extensive plotting of complex parcels. Additional Coursework: Uniform Act Course: FHA GIS 101 Training: Institute for Mapping Technology a�jlgg Lives Through Infrastructure 2 — / / opcservices.com ::Ak-n O r C DocuSign Envelope ID: 01 C1 DA1 D-6C6A-4608-A484-D928555169F0 [Gigs j. RESUME Rand Cantrell SENIOR AGENT ■ OVERVIEW Asa Senior Agent, Mr. Cantrell is responsible for real estate acquisition and right of way acquisition and related services. Rand has over 30 years of experience in site acquisition and development, due diligence, and project and program management in the Energy & Utilities Industry. Mr. Cantrell has implemented procedures to significantly increase productivity and decrease project costs. His experience includes mineral and water title reports (including abstracts), identification of mineral, riparian, and water ownerships. PROJECT EXPERIENCE Contra Costa Water District Education Business Administration, University of Southern California Affi I iations/Certifications Member, IRWA; Registered Land Professional, American Association of Professional Landman Past President, Bakersfield Association of Petroleum Landman: Member, Sacramento Petroleum Association Years of Experience Initial Year in Industry: 1981 Initial Year with OPC: 2018 Contra Costa Canal Title Transfer. Senior agent for title research for Contra Costa Canal and related canals, reservoirs, wasteways, and laterals as well as records for Bay Point Radio Relay Station, access roads and a 2.3 kV transmission line. Department of Water Resources (DWR)/Psomas Cal Waterfix Project. Senior agent for title land and mineral rights of 213 parcels for right of way acquisitions and design for the water conveyance system through the Sacramento -San Joaquin River Delta. PAST RELEVANT EXPERTISE Principal Cantrell & Associates, Inc. Authored mineral and water title reports, including abstracts. Identified types of mineral, riparian and water ownerships, and risk assessments. Created legal descriptions and performed due diligence and title curative including the drafting of documents and the acquisition of rights and releases of rights. Principal Expedine Wireless, Inc. Directed Site Acquisition and Zoning Entitlement teams on several diversified assignments on behalf of various clients. Project Manager e Site Development Verizon (AirTouch Cellular). Managed site acquisitions and development, acquired properties and rights of way, drafted and negotiated contracts. Land Supervisor Fuller Oil Company; T&T Land Services, Inc. Coordinated project management of 320,000 acres with regard to title review, lease, and right of way acquisitions, due diligence, and preparation of drill site a g Lives Through Infrastructure n 2 —1� opcservices.com -*A- 01'iC DocuSign Envelope ID: 01 C1 DA1 D-6C6A-4608-A484-D928555169F0 t•71s I. RESUME Robbie H ec a n ova R/W-RAC SR. PROJECT MANAGER ■ OVERVIEW Education Nursing , Licensed Vocational Nurse, Concorde College Business Coursework, Columbia College & Pasadena As a Senior Project Manager, Mr. Hechanova is responsible for management of critical relocation paths for transportation and housing License projects. He provides acquisition and relocation assistance ensuring compliance with applicable federal, state, and California, Real Estate License, No. 01895026 local guidelines. He has completed complex relocation California, Notary Public cases for both commercial and residential owners/tenants. He also conducts various project related activities including preparation and review of relocation claims/notices, Affiliations/Certifications property mapping and materials research, document preparation, escrow and title coordination, database, and Member, IRWA records management. Mr. Hechanova is proficient in Tagalog. His bilingual skills enable him to effectively communicate with OPC's diverse client base, as well as complete document translations such as relocation plans Years of Experience and notices, when required. Initial Year in Industry: 2010 Initial Year with OPC: (Start Date) 8/2010 PROJECT EXPERIENCE Metro Gold Line Foothill Extension Construction Authority Foothill Extension Gold Line. Project Manager responsible for managing relocation services on behalf of Metro Gold Line Foothill Extension Construction Authority. Project is in the early stages and includes complex relocation of various types of business such as mattress and safe manufacturers, large self -storage facility, professional services, and personal property. Project Date: 2/2016-Present Los Angeles World Airports (LAWA) LAX Landside Access Modernization Project. Agent responsible for relocating business and residential owners/tenants displaced by the project. Conducted extensive research and analysis for comparable replacement sites for complex businesses. Project Date: 4/2015-8/2017 San Bernardino County Transportation Authority 1-10 Express Lanes Project. Dual roles as Project Manager responsible for relocation services and Agent responsible for securing fee acquisition, permanent subsurface and temporary construction easements on behalf of SBCTA. 1-215 Barton Road Interchange Improvement Project. Provided assistance to Senior Project Manager regarding project budgets and planning. Project Date: 9/2018-Present City of Bakersfield/County of Kern/Caltrans/Parsons (TRIP) Centennial Project. Project Manager responsible for managing the relocation budget and services on behalf of the City of Bakersfield. Managed Right of Way staff and day-to-day functions related to relocation. Providing acquisition and relocation assistance to homeowners, tenants, and business owners impacted by the projects. Conducted extensive research for the analysis of comparable housing and relocation plans. Rosedale Widening, 24th Street Widening, SR-178, and Centennial Project. Conducted on -site research of affected parcels for cost and valuation analysis report. Complex issues on the assignment included analysis into multiple varieties of propertytypes, extensive design reviews, and organizing Caltrans submittal requirements. Mentoring and training of new agents and staff. Project Date: 1/2014-Present a g Lives Through Infrastructure 2 —�� opcservices.com �oPC DocuSign Envelope ID: 01 C1 DA1 D-6C6A-4608-A484-D928555169F0 IQ Z! RESUME Robbie H ec a n ova R/W-RAC SR. PROJECT MANAGER PROJECT EXPERIENCE, continued Cesar Chavez Foundation Casa Amelia and Casa Velasco Apartments. Project Manager responsible for managing all phases of the project. Provides oversite of all scope of work items including project estimate, updates, budget, and delivery. Relocation services to residents who occupy Low Income Housing Tax Credit units. Project Date: 2/2018-3/2019 Riverside County Transportation Commission (RCTC) 91 CIP Corridor Improvement Project. Provided ongoing relocation services to business owners, homeowners, and tenants who are impacted by the project. Provided research and analysis to the project's Relocation Plan, and extensive research for comparable replacement dwellings. Project Date: 3/2013-Present Alliance Property Group Mountain Breeze Project. Provided relocation services to fifty-six permanently displaced tenants in order to begin the rehabilitation of over fifty units. Project Date: 9/2012-12/2013 Town of Yucca Valley TCRP (Hwy 62) Project. Provided acquisition services to obtain Temporary Construction Easements (TCE) for the required right of way. The Transportation Congestion Relief Program (TCRP) Project involved the construction of raised medians from Kickapoo Trail to Elk Trail and from Cherokee Trail to Apache Trail, and sidewalk improvements from Palm Avenue to Dumosa Avenue. Project Date: 6/2012-2/2014 Riverside County Magnolia Grade Separation Project. The County Transportation Department proposed to grade separate an at - grade crossing by raising the roadway over the railroad and constructing a six -lane capacity bridge that spans over the railroad tracks. Provided relocation assistance to owners of personal property located in a designated area of the mobile home park. Fred Waring Improvement Project. Provided acquisition services to obtain Temporary Construction Easements (TCE) for the required right of way. The project involves the widening of Fred Waring Drive. Project Date: 3/2013-6/2015 Housing Authority of the County of San Bernardino (HACSB) Section 18 Disposition. Provided project support and relocation advisory services. Lugonia Avenue Project. Provided relocation advisory for this public housing project that involved permanent and temporary relocations of 113 SFR's/duplexes. Managed the day to day activity of relocation staff, this includes review of claim/notices, and the audit of relocation files. Project Date: 2/2012-12/2013 DETAILS OF EXPERTISE IRWA Courses: In -House Courses: 103 - Ethics and the Right of Way Profession Business Relocation 501 - Residential Relocation 502 - Business Relocation SkillPath Workshop: 504-Computing Replacement Housing Payments How to Excel at Managing and Supervising People 506 -Advanced Business Relocation Agricultural Seminar - July 2015 a g Lives Through Infrastructure 25 opcservices.com :Aopc DocuSign Envelope ID: 01 C1 DA1 D-6C6A-4608-A484-D928555169F0 C•71s j. RESUME Mike Parker SENIOR UTILITY PROGRAM MANAGER ■ OVERVIEW Education B.S., Business Administration (with Marketing emphasis), Sacramento State University A.A., Santa Rosa Junior College Mr. Parker is a dedicated Senior Utility Manager (Coordinator) and right of way professional Awards who is well versed in the diverse types of delivery Recipient, 2015 Success in Motion Silver Award, methods including but not limited to Design, Bid, Build, Caltrans District 8 Design -Build, CMGC (Construction Manager/General Contractor) as all of these were used on various railroad, bus route, grade separation and assorted Years of Experience other infrastructure projects. He has significant Initial Year in Industry: 1992 knowledge in effectively communicating technical Initial Year with OPC:2011 information with skills in improving processes, calculating risk management, and delivering projects on -time while creating solid strategic business relationships. With over 13 years of Caltrans Right of Way and Utility Coordination experience, he has developed strong business relationships with many of the larger utility companies. Mr. Parker has built trusting relationships with utility owners as he "speaks their language". Mr. Parker has presented several utility coordination seminars through IRWA. PROJECT EXPERIENCE Riverside County Transportation Commission (RCTC) 1-215 Central Widening. As Utility Project Manager, arranged to have utilities relocated prior to or during construction. Prepared Notice to Owners, Utility Agreements, Federal Authorization forms, Reports of Investigation, and utility portion of the R/W Certification. Identified property rights issues and coordinated R/W mapping, appraisal, and acquisition of utility or temporary construction areas to accommodate utility relocation. Identified what costs would be borne by the Utility Owner, or the Project, or both. 1-215 and Placentia Avenue Bridge. Utility Manager. Project is a new interchange located in the City of Perris. Currently, coordinating the procurement of as -built plans from utility owners and the potholing of utility facilities. Scope will include the coordination of the protection or relocation of all utilities found in conflict with the project including but not limited to the issuance of Notice to Owner's for both potholing and relocation, Utility Agreements, Reports of Investigations, R/W certification for utilities, coordination of utility encroachment exceptions, procurement of estimates and relocation plans from utility owners and all permits/easements/JUA's/CCUA's as necessary for the project. Riverside County Transportation Department (RCTD) Clay Street, Sunset Avenue, Magnolia Avenue, and Airport Boulevard Grade Separations. Utility Manager for all projects that had Caltrans oversight and were grade separations from existing at grade crossings with the railroad. Reviewed and approved Notice to Owners, Reports of Investigation, Liability packages, Utility Agreements, and other critical forms. Identified property rights issues and coordinated R/W mapping, appraisal, and acquisition to accommodate relocation of utilities. Determined costs related to relocation of utilities. Six Bridges Project in Eastern Riverside County. Senior Utility Manager currently working on the 6-Bridges project that will replace 6 separate bridges throughout eastern Riverside County. Utility scope includes coordination of all utility related issues, potholing, relocation, agreements, certification, etc. 2 lla i g Lives Through Infrastructure opcservices.com /�OPC DocuSign Envelope ID: 01 C1 DA1 D-6C6A-4608-A484-D9285551691`0 OPC j. RESUME Mike Parker SENIOR UTILITY PROGRAM MANAGER PROJECT EXPERIENCE, continued San Bernardino County Transportation Commission (SBCTA) 1-1511-215 Devote Interchange Project. As Utility Manager, intimately involved from the on -set of the project that added one lane and truck -bypass lanes in both directions. Developed cost estimates based on several different design alternatives, organized meetings and worked closely with Caltrans and SBCTA to develop potholing plans. Coordinated potholing effort and identified each utility potholed (250 potholes). Coordinated the right of way mapping, appraisal, and acquisition of required utility and/or temporary construction areas to accommodate the relocation of utilities. Prepared Relocation Claim Letters, Notice to Owners, Utility Agreements, Joint Use Agreements, Consent to Common Use Agreements, relinquishments, easements related to utilities, Reports of Investigation, and the utility portion of the R/W certification. Currently closing out the project by paying off final invoicing and procuring final utility owner "grant outs" of easements and Joint/Consent to common use agreements. 1-10Toll Road Project This Design -Build project is currently in construction and will add toll lanes from the LA/SBD county line to the 1-15 interchange. As a Senior Utility Manager responsible for the oversight of the initial design team and their coordination of utilities based on conceptual relocations. Instrumental in the early development of utility agreements, liability determinations, certification of utilities, considered the `go to' utility coordinator for any utility related questions and the coordination with Caltrans district oversight utility coordinators. 1-215 Bi-County Project. This project added carpool lanes in both directions and interchange improvements. As Utility Project Manager, arranged to have all utilities relocated. In addition to all typical utility coordination work as mentioned above, Mr. Parker also assisted in the Federal Authorization forms, easement documents, authorization and payment from utility owners, coordination of meetings with utility owners and Caltrans Design team to identify conflicts, created relocation plans, and resolved liability issues. Adhered to both State and Federal requirements for the relocation of utilities. 1-215 Barton Rd. As Utility Manager coordinated all aspects of the utility process from project inception through current construction. In addition to all typical utility coordination work as mentioned above, Mr. Parker also assisted in the relocation of a cell -site, demolition coordination, service point establishment of several utility owners throughout the project and the transfer of water rights from a locally owned water provider to the City of Colton. 1-10 Cedar Interchange Project. Recently awarded this project which proposes to expand the existing bridge structure crossing both the 1-10 freeway and the adjacent railroad facilities. Scope will include the all utility coordination activities as indicated above and a significant amount of potholing (335 holes). Palm Avenue and Laurel Street Projects. Acted as Utility Manager for two grade separation projects for SBCTA. Prepared notices, coordinated with utility companies, developed status reports, identified property rights issues, and developed utility portion of the R/W certification documents. PAST EXPERIENCE Associate R/W gent, San Bernardino & Riverside Counties, Caltrans, 1998-2011 DETAILS OF EXPERTISE IRWA Courses: 202 - Interpersonal Relation in Real Estate 207 - Practical Negotiations 401 - Part -take appraisal 407 - Valuation of Contaminated Properties 502 - Business Relocation 802 - Legal Aspects of Easements Acting Sr. R/W Agent, Utilities, Caltrans, 1998-2011 803 - Eminent Domain Law 901 - Engineering Plan Dev. & App. 902 - Property Descriptions Other Coursework: DOT RfW Academy, Right of Way 101 Appraisal Institute, Appraisal Principles a y�g Lives Through Infrastructure �y� 2 —9L opcservices.com %.AOPC DocuSign Envelope ID: 01 C1 DA1 D-6C6A-4608-A484-D928555169F0 OPC Linwood "Skip" Carleton, Jr., PLS LAND SURVEYING MANAGER E OVERVIEW As the Right of Way Engineering/Land Surveying Manager, Mr. Carleton brings witY_ him more than 40 years of experience in the surveying field.. Mr. Carleton has served as a Program Manager for several Transportation/Transit projects throughout all of California including as the lead manager for multiple Caltrans District projects and has provided local agencies/municipalities land surveying and right of way engineering support services in the Southern and Central California regions. His expertise includes land surveying program management, property boundary retracement, complex title analysis, field surveying practices, and client right of way engineering standards. PROJECT EXPERIENCE RESUME Education Coursework, University of Miami School of Engineering, Florida License(s) Professional Land Surveyor, California, No. 6594 Professional Land Surveyor in New Mexico, Arizona, Nevada, and Texas Years of Experience Initial Years in Industry: 1973 Initial Year with OPC: 2017 San Bernardino County Transportation Authority (SBCTA) Miscellaneous TitOe/Right of Way Engineering Services. As part of their long-term property management plan, SBCTA required multiple corrections in title/ownership to their railroad track and stations in the Cities of Rancho Cucamonga, Upland, Montclair, San Bernardino, and Ontario, CA. Responsible for the management of all right of way engineering/field surveying and boundary retracement for multiple station properties, and analysis of all deeds/title within the project location. Tasks included preparation of as necessary legal descriptions, plat maps, exhibits, deed documents for approximately 30 deeds to correct erroneous title issues. Transportation Corridor Agency (TCA) ®so Parkway Improvement Project. In cooperation with Caltrans and the County of Orange, CA, TCA intends to install a diamond interchange at the Oso Parkway/State Route 241 intersection to support the Los Patrones Retail/Shopping Center. As the Right of Way Engineering Manager, responsible for the coordination with multiple surveying firms to facilitate Caltrans approval of all right of way engineering documents and right of way Certification to build the proposed interchange. Miscellaneous Title/Right of Way Engineering Services. As part of their long-term property management plan, TCA has been in the process of disposition of several properties in the Foothill/Eastern Transportation Corridor, specifically within the Silverado/Mesa Conservation Easement limits. Responsible for preparation of as necessary legal descriptions, plat maps, exhibits, deed documents, and field surveying coordination services in multiple locations. City of Bakersfield Centennial Corridor Improvement Project. The City of Bakersfield, in cooperation with Caltrans, is proposing to build a new east -west transportation corridor for State Route 58, providing a continuous alignment from State Route 99 to Interstate 5. As a Project Manager, responsible for comprehensive engineering design survey services to Caltrans specifications, including; survey monument search and recovery, control verification, supplemental control, 3D laser scanning, topographic surveying and mapping, and 3D modeling. Responsible for preparation of R/W engineering mapping deliverables, and R/W engineering staking necessary to support the design of this project. Efforts included approximately 10 square miles of field surveying effortswithin 3 Caltrans owned freeways, management of multiple field crews, daily interface with the City, and complex mineral rights analysis. a g Lives Through Infrastructure n 2 —6 opcservices.com :o1'i� DocuSign Envelope ID: 01 C1 DA1 D-6C6A-4608-A484-D928555169F0 IQ i! 0 RESUME Linwood "Skip" Carleton, Jr., PLS LAND SURVEYING MANAGER PROJECT EXPERIENCE, continued City of Bakersfield (continued) Bakersfield/TRIP, 24th Street Improvements (Former SR 178), Bakersfield, CA. The Thomas Roads Improvement Program or "TRIP" includes a series of improvement projects deemed necessary to update aging infrastructure in areas stressed by years of rapid population growth, interregional travel, and freight movement. As part of the program's collaborative effort between the City of Bakersfield, Kern County, and Caltrans, the Bakersfield 24th Street Improvement Project will significantly enhance some of the City's major arterial roads. Responsible for the engineering design survey and ROW mapping for the project to Caltrans specifications, as well as providing other survey services. He is responsible for all Right of Way Engineering/Land Surveying necessary for the project. PAST RELEVANT EXPERIENCE City of Santa Monica On -Call Land Surveying Services Contract. As Survey Manager, led the effort and provided a wide variety of professional land surveying services to the City on an as -needed basis - including ALTA surveys, topographic mapping, and expert consultation with the city attorney's staff. Los Angeles County Waterworks District, Lancaster Phase II, Avenue K Water Transmission Main. OPC was retained by the Los Angeles County Waterworks District to provide engineering and survey services. As the Survey Manager for the project, provided detailed topographic survey mapping for 1.5 miles of the six -lane boulevard, rendered in AutoCAD, exhibiting lane striping, all improvements, and one -foot contours. Glendale Department of Water and Power (GWP) Adams Hill Water Main Replacement -Survey Services, Glendale, CA GWP intended to replace an existing fl- inch deteriorated cast-iron water main system with approximately 7,760 linear feet of new 6- and 8-inch ductile - iron water mains in the vicinity of Adams Hill, Glendale, California. Mr. Carleton was responsible for all survey services, including establishing control and topographic surveying, necessary for GWP's Water Design Division to complete the replacement design. Santa Monica College Miscellaneous Land Surveying Services, Santa Monica, CA As part of the annual capital improvement program required for the five campuses throughout the City, Santa Monica College utilized Mr. Carleton's management services to facilitate all land surveying and right of way engineering needs including design and topographical surveying, construction staking, and boundary analysis/retracement services. SPECIFIC EXPERIENCE Cannon, Regional Survey Manager, 2009 - 2017; Nolte, Survey Director, 2008 - 2009; David Evans, VP and Regional Survey Mgr. 2004-2008; URS, Regional Field Survey Mgr. 1998- 2004; Alhambra Land Surveyors, VP and Survey Mgr. 1993- 1998; Community Sciences Corporation, Field Surveyor 1978- 1990. 251a i g Lives Through Infrastructure —8opcservices.com :,Aopc DocuSign Envelope ID: 01 C1 DA1 D-6C6A-4608-A484-D928555169F0 IIIIIIII WAK FIAELD 7Kevin J. Donahue, MAI Executive Director Valuation & Advisory Cushman & Wakefield Western, Inc. Professional Expertise Mr. Donahue has over 32 years of experience in real estate appraisal and appraisal management in Southern, Central and Northern California serving both public and private clients. He has provided expert testimony in Orange, Los Angeles, Ventura, San Bernardino and Riverside Counties, and Federal Bankruptcy Court as well as appearing as a witness in various ADR venues. Mr. Donahue specializes in: eminent domain, inverse condemnation, estate tax disputes and estate planning, construction defect cases, landslide and soils issues, marital dissolution, and other litigation involving real property. He has appraised all types of vacant land, commercial property types including retail storefront, shopping centers, service stations, office buildings, mixed use. industrial and residential real estate. His appraisal experience also includes active and former rail transportation corridors, rail expansion projects, abandoned rail facilities, utility corridors and crossings thereof. Mr. Donahue has significant experience with valuation of full and partial acquisitions for public projects, on behalf of both public agencies and private clients. Memberships, Licenses, Professional Affiliations and Education • Appraisal Institute, MAI Designated Member • International Right of Way Association, Chapter 67 — President 2001 25D-85 DocuSign Envelope ID: 01 C1 DA1 D-6C6A-4608-A484-D928555169F0 HENNESSEY & HENNESSEY LLC A California Limited Liability Company Real Estate Appraisers 17602 17" Street, Suite 102.246 - Tustin, California 92780 (714) 730.0744 - fax (714) 730-0755 e-mail: hhllc@ca.rr.com Joseph A. Hennessey, SW WA (1928.2016) Sharon A. Hennessey, MAI, SRIWA, AI-GRS Senior Member, international Right of Way Association Certified General Real Fstate Appraiser MAf Designated Member of the Appraisal Institute ALGRS Designated Member of the Appraisal Institute Senior Member, International Right. of Way Association Contact Hennessey & Hennessey LLC, a California Limited Liability Company 17602 17t6 Street, Suite 102-246 Tustin, California 92780-7915 Telephone: (714) 730-0744 Fax: (714) 730-0755 E-mail: hhllcoca.rr.com Contact: Sharon A. Hennessey, MAI, SRANA, AI-GRS, Manager Company Profile Hennessey & Hennessey LLC (Hennessey & Hennessey), an Orange County firm with an office in the City of Tustin, has provided real estate appraisal and consulting services for government agencies and private entities throughout California for more than 40 years. Founded in 1979 as an independent appraisal firm, Hennessey & Hennessey transitioned from an association of real estate appraisers to a California Limited Liability Company in 1999. Currently, there is a staff of three. Hennessey & Hennessey is an Underutilized Disadvantaged Business Enterprise (UDBE) certified by the California Unified Certification Program (CUCP) and a Small Business (SB )certified by the California Department of General Services. Price Rate Employee/Subcontractor Services and Hourly Rate Schedule Name Job Title/ Classification Job Function Fully Burdened Hourly Rate* Sharon A. Hennessey Senior appraiser Real estate appraisal $265 Court testimony $350 The Senior Appraisers provide appraisal and appraisal review services. 25D-86 DocuSign Envelope ID: 01 C1 DA1 D-6C6A-4608-A484-D928555169F0 Company Experience For more than 40 years, Hennessey & Hennessey's primary emphasis has been appraisal for eminent domain purposes for public agencies, specializing in appraising properties for negotiated acquisitions and litigation. Hennessey & Hennessey has a complete understanding of the process and complexity involved in eminent domain law. This ensures that our reports meet the requirements of the law and the guidelines of the review agency, and provide a useful tool with comprehensive information for the acquisition agent, particularly in cases of partial acquisitions. Hennessey & Hennessey has appraised properties for disposition purposes, budgetary estimates, market studies, negotiations, estate planning, franchise fee negotiations, and litigation matters, and has reviewed appraisals prepared by other firms for similar projects. Hennessey & Hennessey also has assisted in the preparation of right of way cost estimates for project study reports and has provided expert testimony in court cases, Our work includes appraising all types of real property —commercial, retail, office, mixed use, industrial, multi -family and single-family residential, agricultural, and special use properties, and vacant land. We also produce narrative appraisals for full and partial acquisitions of vacant and improved parcels along freeway, railroad, flood control and easement corridors. Many of our appraisals are for multiple -parcel right of way projects. With this background of varied appraisal experience and knowledge of appraisal review requirements in accordance with USPAP and federal requirements, Hennessey & Hennessey is well qualified to review appraisals. we have completed hundreds of appraisal reviews similar in nature and complexity to the appraisal assignments listed above. To document our ability to perform the types of assignments to be completed under the proposed contract and the expertise of our staff and subcontractors, brief descriptions of previously completed appraisals and appraisal reviews are presented below. The key personnel responsible for the completion of these projects will be performing the services to be assigned under the proposed contract. Appraisal and Appraisal Review Experience • 1-10 Improvement Project, San Bernardino County, CA - 2018- 2019. Reviewed more than 200 appraisals to determine their accuracy and compliance with state and federal guidelines. Contract Fee $380,000. Key Personnel: Sharon A. Hennessey, MAI, SR/WA, AI-GRS 1-405 Improvement Project, Orange County, CA - 2016.2019. Reviewed more than 300 appraisals to determine their accuracy and compliance with state and federal guidelines. Contract Fee $1,300,000. Key Personnel: Sharon A. Hennessey, MAI, SR,1WA, AI-GRS + Redlands Passenger Rail Project, San Bernardino County, CA - 2017- 2019. Reviewed ±40 appraisals to determine their accuracy and compliance with state and federal guidelines. Contract Fee $110,000. Key Personnel: Sharon A. Hennessey, MAI, SR/WA, AI-GRS • State College Blvd Widening Project, Anaheim, CA - 2016- 2017. Appraised multiple properties for a road widening project. Contract Fee $30,000. Key Personnel: Sharon A. Hennessey, MAI, SR/WA, AI-GRS • 1-5 Improvement Project, San Clemente, CA - 2013- 2014. Appraised multiple properties for a freeway widening project. Contract Fee $207,000. Key Personnel: Sharon A. Hennessey, MAI, SR/WA, AI-GRS 25D-87 DocuSign Envelope ID: 01 C1 DA1 D-6C6A-4608-A484-D928555169F0 [rl qjF Donna Desmond A S S 0 C I A T F S 265 S. Beverly Glen Blvd., Los Angeles, CA 90024 (310) 475-1114 • ddesmond@donnadesmond.com Donna Desmond Associates is a business valuation firm specializing in valuing goodwill loss in eminent domain proceedings pursuant to California Code of Civil Procedure section 1263.510. Donna Desmond Associates works closely with condemning agencies and private parties to provide comprehensive, well researched and defensible goodwill loss appraisals. Donna Desmond Associates is a certified MWBE (file 914-000009) and is certified as a DBE (file #039212) by the California Unified Certification Program. Eminent Domain Appraisal Services Goodwill loss appraisal services provided by Donna Desmond Associates include: O Preliminary Estimates for Budgetary Purposes O Goodwill Loss Appraisals O Litigation Support O Appraisal Review O Court Testimony Qualifications Donna Desmond, ASA Donna Desmond, President of Donna Desmond Associates, has specialized in business valuation since 1986. She has completed thousands of appraisal assignments for both public agencies and private parties throughout the State of California. Ms. Desmond has qualified as an expert in goodwill loss and business damages in federal district court and in California superior courts in Los Angeles, Orange, Riverside, San Bernardino, San Diego, Kern, Santa Clara, San Mateo, San Francisco, Contra Costa and Sonoma counties and in Nevada and Texas. Additionally, Ms. Desmond has testified extensively in arbitration throughout California. Ms. Desmond is a senior member of the American Society of Appraisers, Business Valuation discipline and a member of the International Right of Way Association. Ms. Desmond regularly gives seminars to public agencies, attorney groups and right of way organizations. A complete listing of seminars given is provided in the following enclosures. Ms. Desmond graduated with a bachelor's degree from the University of California, Los Angeles in 1986 and continues to attend professional education courses in appraisal, finance, accounting and right-of-way. r :: DocuSign Envelope I D: 01 C1 DA1 D-6CM-4608-A484-D928555169F0 Representative Seminars Given By Donna Desmond February 9, 2017 How Right of Way Agents Out to Help Manage and Minimize Goodwill Impacts Presented at the CLE 19" Annual Southern California Conference November 8, 2016 Comparable Sales in Goodwill Loss Analysis Presented at the CLE Annual Northern California Conference February 25, 2016 Duty to Mitigate Damages in Loss of Goodwill Presented at the CLE 18' Annual Southern California Conference April 28, 2015 Approaches to Interim Business Losses Presented at the International Right of Way Association Valuation Conference October 27, 2014 The Effects of Casasola on the Goodwill Loss Calculation Presented at the CLE International Eminent Domain Conference January 26, 2012 What's so Good about Goodwill? The California Experience Presented at the ALI-ABA National Eminent Domain Conference November 4, 2011 Valuing Goodwill After Casasola Presented at the CLE International Eminent Domain Conference May 13, 2011 Discovery Issues in Goodwill Loss Appraisal Presented at the CLE International Eminent Domain Conference April 12, 2010 Goodwill— What, When & Why Presented at CLE International Eminent Domain Conference November 18, 2009 Updates of Goodwill Issues Presented at CLE International Eminent Domain Conference April 23, 2009 Billboard Appraisal in California Presented at CLE International Eminent Domain Conference October 11, 2008 Goodwill Valuation and the Cost Approach Presented to Chapter 57 of the International Right of Way Association May 1, 2008 Goodwill Valuation after Aktilu and Mesdeq Presented at CLE International Eminent Domain Conference April 24, 2007 Billboard Valuation in California Presented at the International Right of Way Association Valuation Conference December 12, 2006 Billboard Valuation in California Presented at CLE International Eminent Domain Conference December 5, 2006 Billboard Valuation in California Presented to the Eminent Domain Section of the San Diego Bar Association June 1, 2005 2005 Eminent Domain Case Update Presented to the International Right of Way Association, San Diego Chapter October 28, 2004 Compensation for Goodwill Loss and Short Term Leases Presented at CLE International Eminent Domain Conference October 10, 2002 Valuing Loss of Goodwill in Public Agency Acquisition Presented to the International Right of Way Association, Inland Empire 2 5 D-89 DONNA DESMOND ASSOCIATES DocuSign Envelope ID: 01 C1 DA1 D-6C6A-4608-A484-D928555169F0 tt Four Decades of Successful Real Estate Services to Governmental Agencies Very professional, responsive, interacted well with property owners, kept complete notes and files, provided timely updates. 77 Santa Clara Valley Water District Overland, Pacific & Cutler, LLC (OPQ O OPC Corporate Office 3750 Schaufele Avenue Suite 150 Long Beach, CA 90808 Contact Information Brian Everett Chief Executive Officer Main : 800.400.7356 Direct : 562.304.2060 0 Email : beverett@opcservices.com www.OPCservices.com 25D-90 DocuSign Envelope ID: 01 C1 DA1 D-6C6A-4608-A484-D928555169F0 EXHIBIT C COMPENSATION Fee Proposal including hourly rates if applicable Page 12 of 12 Non -Fed Funding (6.1.2020) 2 5 D -9 1 DocuSign Envelope ID: 01 C1 DA1 D-6C6A-4608-A484-D928555169F0 Fee ProDosal sm�■■■■■■■\ 19 01 ::e � ewI ss®R Fee Proposal �j ci}ives Through Infrastructure Au-i L opcservices.com zl-AOPn C DocuSign Envelope ID: 01 C1 DA1 D-6C6A-4608-A484-D928555169F0 The proposer shall complete and submit a total markup schedule. This schedule will be used for comparison purposes only. COMPANY NAME TITLE BILLING RATE Project Manager $ 130 Project Coordinator- CA, Real Estate Broker $ 150 Right of Way -Technician Sr. Agent $ 115 Office Assistant $ 55 Right of Way -CA, Certified Appraiser MAI $ 265(Hennessey) 350 (Donahue) Please refer to OPC's full hourly rate schedule included in this Fee Proposal. City of San t F.n091 3 DocuSign Envelope ID: 01 C1 DA1 D-6C6A-4608-A484-D928555169F0 Proposer shall submit hourly rates schedule, which shall include but not limited to, direct and indirect costs for labor, for staff per job classification, material, equipment rates, overhead, incidental supplies, travel, mileage, and fuel. Any special materials will be purchased by the contractor only after discussed and authorized by the City projects manager or designee in writing. Prior to commencement of services, Contractor shall provide separate quotes, upon request by the City, which shall be approved by the City's Public Works Agency. Note: This contract is subject to prevailing wages. Overland, Pacific & Cutler, LLC xxxxxxxxxxx COMPLETE LEGAL NAME OF COMPANY TAXPAYER I.D. NO. 3750 Schaufele Avenue, Suite 150, Long Beach, CA 90808 BUSINESS ADDRESS STREET, i CITY/STATE ZIP CODE x J,,,� Brian Everett CEO/Broker in Char E C5f`AUTHORJ2tD AGENT NAME (PRINT) TITLE beverett@opcservices.com 562.304.2000 EMAIL ADDRESS PHONE NUMBER N/A DIR Reg Attached CSLB NUMBER DIR REGISTRATION NUMBER R e ui strati nn e DocuSign Envelope ID: 01 C1 DA1 D-6C6A-4608-A484-D928555169F0 Page 1 of 2 f State of California F A. Department of Industrial Relations (https:/ .ti r.ca.gov/ Contractor Information Legal Entity Name OV ERL4NU VACIFIC & CUTLER_ LLC _orpomPon Active IOODUL4746 07/U1120 06/3W21 375U SCHAUFELE AVE, SUITE 150 LONG BEACH 908US CA United States of America 3750 SCHAUFELE AVE, SUITE 150 LONG BEACH 90808 CA United States of America ontmc6Lm opcservices.rom License Number (s) Legal Entity Information Corporation Entity Number: Federal Employment Identitication Number: President Name: Vice President Name: Treasurer Name: Secretary Name: CEO Name: Agency for Service: Agent of Service Name: Agent of Service Mailing Address: Worker's Compensation 201726810156 953559948 BRIAN EVERETT MARKLABONTE LED RAY ARMSTRONG BRIAN EVERETT Back to DIR» (https:/Avww.dir.ca.goi MARK LA BONTE 3750 SCHAUFELE AVE, SUITE 150 LONG BEACH 90809 CA United States of America Do you lease employees through Professional Employer Organization (PEO)?: No Please provide your current worker's compensation insurance information below: PEO PEO PEO PEO Information Name Phone Email Insured by Carrier Policy Holder Name: OVERLAND PACIFIC & CUTLER LLC Insurance Carrier: H6rtfi Underwriters Inspmnce Co. Policy Number: 10 VIE A59914 Inception date: 08/10/19 Expiration Date: 08/10/20 About DIR Who we are (https:/Avww.dir.ca.gw/aboutdir.htmi) DIR Divisions, Boards & Commissions (https:/Avww.dir.ca.gov/divisions_ and_programs.html) Contact DIR (https://www.dir.ca.gov/Contactus.htmi) Work with Us Jobs at DIR (https:/Avww.dir.ca.gov/dirjobs/dirjobs.htm) Licensing, registrations, certifications & permits (https:/Avww.dir.ca.gov/permits-licenses-certifications.htmi) Required Notifications (https://www.dir.ca.gw/dosh/Required-Notifications.htmi) Public Records Requests (https://www.dir.ca.gov/pra_request.html) Learn More Acceso al idioma (http://www.dir.ca.gov//Bilingual-Services-Act/default.htmi) Frequently Asked Questions (https://www.dir.ca.gw/fagslist.htmi) Site Map (https:/Avww.dir.ca.gov/sitemap/sitemap.htmi) 25D-95 https:Hcadir. secure.force. com/ContractorSearch/registrationSearchDetails?id—al Rt000000... 6/30/2020 DocuSign Envelope ID: 01 C1 DA1 D-6C6A-4608-A484-D928555169F0 OPC 2020 Schedule of Hourly Rates Management & Implementation Program Manager Senior Project Manager Project Manager/Project Controls Manager Sr. Acquisition Agent/Sr. Relocation Agent/Sr. Analyst/Project Coordinator Acquisition Agent/Relocation Agent/Analyst Utility Coordination Senior Utility Manager Utility Manager Senior Utility Coordinator Utility Coordinator Right of Way Engineering $250.00 $150.00 $130.00 $115.00 $105.00 Engineering Manager (PE)/Survey Manager (PLS) $200.00 Project Engineer (PE)/Project Surveyor (PLS) $150.00 Senior ROWE/Survey Analyst $130.00 ROWE/Survey Analyst $105.00 Property Management/Property Services Property Manager $130.00 Property Services Supervisor $115.00 Community Liaison/Analyst $105.00 Lead Landscape Crewperson $60.00 Landscape Crewperson $50.00 Project Support/Administrative Project Support Specialist $75.00 Administrative Assistant $55.00 Terms and Conditions OPC considers local travel/mileage, photocopying, first class postage, telephone, facsimile, and mobile communication charges a normal part of doing business and such costs are included in the stated hourly rates. Out-of-pocket expenses including pre -approved travel and lodging, outside exhibit preparation, requested overnight courier or registered and/or certified mail (return receipt requested) charges, and specialty reproduction (unless otherwise specified) are in addition to the contract amount and will be charged at cost plus ten percent (+10%) for administration, coordination, and handling. Subcontracted services, other than those listed above, will be invoiced at cost plus ten percent (+10%). Enhancing Lives Through Infrastructure PC wwsy_ br_' acorn DocuSign Envelope ID: 01 C1 DA1 D-6C6A-4608-A484-D928555169F0 In the event OPC is required to perform any act in relation to litigation arising out of any project with the Client (for example, expert consulting, responding to a complaint, or proceeding with discovery and trial), such services are not part of this contract, nor are they part of our normal fees. If required, these types of services will be invoiced at two (2) times the regular hourly rates. In the event this contract extends twelve (12) months beyond the initial date of execution, the hourly rates and any remaining amount in the contract shall be adjusted upwardly by five percent (5%) per annum, compounded annually, on the anniversary date of this contract. Written communication services in other languages would be an additional cost and would be billed separately based on quoted hourly rates by independent translation services. Verbal communication in Spanish, if necessary, will be included at no additional charge. OPC will submit monthly invoices for the professional and trade services rendered based on the hourly rate schedule provided above. The client shall promptly pay the uncontested amount due within no more than thirty (30) days after receipt of invoice. Enhancing Lives Through Infrastructure �� wwy�f]� D- j�e,5,com EXHIBIT 3 AGREEMENT TO PROVIDE ON -CALL RIGHT OF WAY ACQUISITION SERVICES FOR THE CITY OF SANTA ANA THIS AGREEMENT is made and entered into on this 15d' day of December, 2020 by and between the 16a' & G Agency, Corp, a California corporation, doing business as the ROW Company ("Consultant"), and the City of Santa Ana, a charter city and municipal corporation organized and existing under the Constitution and laws of the State of California ("City"). RECITALS A. The City desires to retain a consultant having special skill and knowledge in the field of right of way acquisition services on an as needed basis. B. Consultant represents that Consultant is able and willing to provide such services to the City. C. In undertaking the performance of this Agreement, Consultant represents that it is knowledgeable in its field and that any services performed by Consultant under this Agreement will be performed in compliance with such standards as may reasonably be expected from a professional consulting firm in the field. NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the terms and conditions hereinafter set forth, the parties agree as follows: 1. SCOPE OF SERVICES On an on -call basis, and at the City's sole discretion, Consultant shall perform the services described in the scope of work that was included in RFP No. 20-091, which is attached as Exhibit A, and as more specifically delineated in Consultant's proposal, which is attached as Exhibit B and incorporated in full. 2. COMPENSATION a. City neither warrants nor guarantees any minimum or maximum compensation to Consultant under this Agreement. Consultant shall be paid only for actual services performed under this Agreement at the rates and charges identified in Exhibit C. Consultant is one of four (4) consultants selected to provide right of way acquisition services on an on -call basis under RFP 20-091. The total compensation for these services provided by all such consultants selected under RFP 20-091 shall not exceed the shared aggregate amount of $550,000 during the term of the Agreement, including any extension periods. b. Payment by City shall be made within 45 days (forty-five) days following receipt of proper invoice evidencing work performed, subject to City accounting procedures. Payment need not be made for work, which fails to meet the standards of performance set forth in the Recitals, which may reasonably be expected by City. Page 1 of 11 Non -Fed Funding (6. L2020) 2 5 D -9 Q V 3. TERM This Agreement shall commence on the date first written above and terminate on December 14, 2023, unless terminated earlier in accordance with Section 17, below. The term of this Agreement may be extended for two 1-year periods upon a writing executed by the City Manager and City Attorney. 4. PREVAILING WAGES Consultant is aware of the requirements of California Labor Code Section 1720, et seq., and 1770, et seq., as well as California Code of Regulations, Title 8, Section 16000, et seq., ("Prevailing Wage Laws"), which require the payment of prevailing wage rates and the performance of other requirements on "public works" and "maintenance" projects. Ifthe services being performed are part of an applicable "public works" or "maintenance" project, as defined by the Prevailing Wage Laws, and the total compensation is $1,000 or more, Consultant agrees to fully comply with such Prevailing Wage Laws. Consultant shall defend, indemnify and hold the City, its elected officials, officers, employees and agents free and harmless from any claim or liability arising out of any failure or alleged failure to comply with the Prevailing Wage Laws. 5. INDEPENDENT CONTRACTOR Consultant shall, during the entire term of this Agreement, be construed to be an independent contractor and not an employee of the City. This Agreement is not intended nor shall it be construed to create an employer -employee relationship, a joint venture relationship, or to allow the City to exercise discretion or control over the professional manner in which Consultant performs the services which are the subject matter of this Agreement; however, the services to be provided by Consultant shall be provided in a manner consistent with all applicable standards and regulations governing such services. Consultant shall pay all salaries and wages, employer's social security taxes, unemployment insurance and similar taxes relating to employees and shall be responsible for all applicable withholding taxes. 6. OWNERSHIP OF MATERIALS This Agreement creates a non-exclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Consultant under this Agreement ("Documents & Data"). Consultant shall require all subcontractors to agree in writing that City is granted a non-exclusive and perpetual license for any Documents & Data the subcontractor prepares under this Agreement. Consultant represents and warrants that Consultant has the legal right to license any and all Documents & Data. Consultant makes no such representation and warranty in regard to Documents & Data which were provided to Consultant by the City. City shall not be limited in any way in its use of the Documents and Data at any time, provided that any such use not within Page 2 of 11 Non -Fed Funding (6. L2020) 2 5 D -9 9 the purposes intended by this Agreement shall be at City's sole risk. INSURANCE Prior to undertaking performance of work under this Agreement, Consultant shall maintain and shall require its subcontractors, if any, to obtain and maintain insurance as described below: a. Commercial General Liability Insurance. Consultant shall maintain commercial general liability insurance naming the City, its officers, employees, agents, volunteers and representatives as additional insured(s) and shall include, but not be limited to protection against claims arising from bodily and personal injury, including death resulting therefrom and damage to property, resulting from any act or occurrence arising out of Consultant's operations in the performance of this Agreement, including, without limitation, acts involving vehicles. The amounts of insurance shall be not less than the following: single limit coverage applying to bodily and personal injury, including death resulting therefrom, and property damage, in the total amount of $1,000,000 per occurrence, with $2,000,000 in the aggregate. Such insurance shall (a) name the City, its officers, employees, agents, and representatives as additional insured(s); (b) be primary and not contributory with respect to insurance or self-insurance programs maintained by the City; and (c) contain standard separation of insureds provisions. b. Business automobile liability insurance, or equivalent form, with a combined single limit of not less than $1,000,000 per occurrence. Such insurance shall include coverage for owned, hired and non -owned automobiles. C. Worker's Compensation Insurance. In accordance with the provisions of Section 3700 of the Labor Code, Consultant, if Consultant has any employees, is required to be insured against liability for worker's compensation or to undertake self- insurance. Prior to commencing the performance of the work under this Agreement, Consultant agrees to obtain and maintain any employer's liability insurance with limits not less than $1,000,000 per accident. d. If Consultant is or employs a licensed professional such as an architect or engineer: Professional liability (errors and omissions) insurance, with a combined single limit of not less than $1,000,000 per claim with $2,000,000 in the aggregate. e. The following requirements apply to the insurance to be provided by Consultant pursuant to this section: i. Consultant shall maintain all insurance required above in full force and effect for the entire period covered by this Agreement. ii. Certificates of insurance shall be furnished to the City upon execution of this Agreement and shall be approved by the City. iii. Certificates and policies shall state that the policies shall not be canceled or reduced in coverage or changed in any other material aspect without thirty (30) days prior written notice to the City. iv. Where the amounts or coverage provided by the certificates of insurance provides coverage greater than those listed by this Agreement, the amounts provided by the certificates of insurance shall be incorporated by reference Page 3 of 11 Non -Fed Funding (6. L2020) 2 5 D -10 0 into the Agreement. V. Consultant shall supply City with a fully executed additional insured endorsement. f. If Consultant fails or refuses to produce or maintain the insurance required by this section or fails or refuses to furnish the City with required proof that insurance has been procured and is in force and paid for, the City shall have the right, at the City's election, to forthwith terminate this Agreement. Such termination shall not affect Consultant's right to be paid for its time and materials expended priorto notification of termination. Consultant waives the right to receive compensation and agrees to indemnify the City for any work performed prior to approval of insurance by the City. 8. INDEMNIFICATION Consultant agrees to defend, and shall indemnify and hold harmless the City, its officers, agents, employees, contractors, special counsel, and representatives from liability: (1) for personal injury, damages, just compensation, restitution, judicial or equitable relief arising out of claims for personal injury, including death, and claims for property damage, which may arise from the negligent operations of the Consultant, its subcontractors, agents, employees, or other persons acting on its behalf which relates to the services described in section I of this Agreement; and (2) from any claim that personal injury, damages, just compensation, restitution, judicial or equitable relief is due by reason of the terms of or effects arising from this Agreement. This indemnity and hold harmless agreement applies to all claims for damages, just compensation, restitution, judicial or equitable relief suffered, or alleged to have been suffered, by reason of the events referred to in this Section or by reason of the terms of, or effects, arising from this Agreement. The Consultant further agrees to indemnify, hold harmless, and pay all costs for the defense of the City, including fees and costs for special counsel to be selected by the City, regarding any action by a third party challenging the validity of this Agreement, or asserting that personal injury, damages, just compensation, restitution, judicial or equitable relief due to personal or property rights arises by reason of the terms of, or effects arising from this Agreement. City may make all reasonable decisions with respect to its representation in any legal proceeding. Notwithstanding the foregoing, to the extent Consultant's services are subject to Civil Code Section 2782.8, the above indemnity shall be limited, to the extent required by Civil Code Section 2782.8, to claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant. 9. INTELLECTUAL PROPERTY INDEMNIFICATION Consultant shall defend and indemnify the City, its officers, agents, representatives, and employees against any and all liability, including costs, for infringement of any United States' letters patent, trademark, or copyright infringement, including costs, contained in the work product or documents provided by Consultant to the City pursuant to this Agreement. 10. RECORDS Consultant shall keep records and invoices in connection with the work to be performed under this Agreement. Consultant shall maintain complete and accurate records with respect to Page 4 of 11 Non -Fed Funding (6. L2020) 2 5 D -101 the costs incurred under this Agreement and any services, expenditures, and disbursements charged to the City for a minimum period of three (3) years, or for any longer period required by law, from the date of final payment to Consultant under this Agreement. All such records and invoices shall be clearly identifiable. Consultant shall allow a representative of the City to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement during regular business hours. Consultant shall allow inspection of all work, data, documents, proceedings, and activities related to this Agreement for a period of three (3) years from the date of final payment to Consultant under this Agreement. 11. CONFIDENTIALITY If Consultant receives from the City information which due to the nature of such information is reasonably understood to be confidential and/or proprietary, Consultant agrees that it shall not use or disclose such information except in the performance of this Agreement, and further agrees to exercise the same degree of care it uses to protect its own information of like importance, but in no event less than reasonable care. "Confidential Information" shall include all nonpublic information. Confidential information includes not only written information, but also information transferred orally, visually, electronically, or by other means. Confidential information disclosed to either party by any subsidiary and/or agent of the other party is covered by this Agreement. The foregoing obligations of non-use and nondisclosure shall not apply to any information that (a) has been disclosed in publicly available sources; (b) is, through no fault of the Consultant disclosed in a publicly available source; (c) is in rightful possession of the Consultant without an obligation of confidentiality; (d) is required to be disclosed by operation of law; or (e) is independently developed by the Consultant without reference to information disclosed by the City. 12. CONFLICT OF INTEREST CLAUSE Consultant covenants that it presently has no interests and shall not have interests, direct or indirect, which would conflict in any manner with performance of services specified under this Agreement. 13. NON-DISCRIMINATION Consultant shall not discriminate because of race, color, creed, religion, sex, marital status, sexual orientation, gender identity, gender expression, gender, medical conditions, genetic information, or military and veteran status, age, national origin, ancestry, or disability, as defined and prohibited by applicable law, in the recruitment, selection, teaching, training, utilization, promotion, termination or other employment related activities or any services provided under this Agreement. Consultant affirms that it is an equal opportunity employer and shall comply with all applicable federal, state and local laws and regulations. 14. EXCLUSIVITY AND AMENDMENT This Agreement represents the complete and exclusive statement between the City and Consultant, and supersedes any and all other agreements, oral or written, between the parties. In Page 5 of 11 Non -Fed Funding (6. L2020) 2 5 D -1 02 the event of a conflict between the terms of this Agreement and any attachments hereto, the terms of this Agreement shall prevail. This Agreement may not be modified except by written instrument signed by the City and by an authorized representative of Consultant. The parties agree that any terms or conditions of any purchase order or other instrument that are inconsistent with, or in addition to, the terms and conditions hereof, shall not bind or obligate Consultant or the City. Each party to this Agreement acknowledges that no representations, inducements, promises or agreements, orally or otherwise, have been made by any party, or anyone acting on behalf of any party, which is not embodied herein. 15. ASSIGNMENT Inasmuch as this Agreement is intended to secure the specialized services of Consultant, Consultant may not assign, transfer, delegate, or subcontract any interest herein without the prior written consent of the City and any such assignment, transfer, delegation or subcontract without the City's prior written consent shall be considered null and void. Nothing in this Agreement shall be construed to limit the City's ability to have any of the services that are the subject to this Agreement performed by City personnel or by other consultants retained by City. 16. TERMINATION This Agreement may be terminated by the City upon thirty (30) days written notice of termination. hi such event, Consultant shall be entitled to receive and the City shall pay Consultant compensation for all services performed by Consultant prior to receipt of such notice of termination, subject to the following conditions: a. As a condition of such payment, the Executive Director may require Consultant to deliver to the City all work product(s) completed as of such date, and in such case such work product shall be the property of the City unless prohibited by law, and Consultant consents to the City's use thereof for such purposes as the City deems appropriate. b. Payment need not be made for work that fails to meet the standard of performance specified in the Recitals of this Agreement. 17. WAIVER No waiver of breach, failure of any condition, or any right or remedy contained in or granted by the provisions of this Agreement shall be effective unless it is in writing and signed by the party waiving the breach, failure, right or remedy. No waiver of any breach, failure or right, or remedy shall be deemed a waiver of any other breach, failure, right or remedy, whether or not similar, nor shall any waiver constitute a continuing waiver unless the writing so specifies. 18. JURISDICTION -VENUE This Agreement has been executed and delivered in the State of California and the validity, interpretation, performance, and enforcement of any of the clauses of this Agreement shall be determined and governed by the laws of the State of California. Both parties further agree that Page 6 of 11 Non -Fed Funding (6. L2020) 2 5 D -10 3 Orange County, California, shall be the venue for any action or proceeding that may be brought or arise out of, in connection with or by reason of this Agreement. 19. PROFESSIONAL LICENSES Consultant shall, throughout the term of this Agreement, maintain all necessary licenses, permits, approvals, waivers, and exemptions necessary for the provision of the services hereunder and required by the laws and regulations of the United States, the State of California, the City of Santa Ana and all other governmental agencies. Consultant shall notify the City immediately and in writing of its inability to obtain or maintain such permits, licenses, approvals, waivers, and exemptions. Said inability shall be cause for termination of this Agreement. 20. MISCELLANEOUS PROVISIONS a. Each undersigned represents and warrants that its signature herein below has the power, authority and right to bind their respective parties to each of the terms of this Agreement, and shall indemnify City fully, including reasonable costs and attorney's fees, for any injuries or damages to City in the event that such authority or power is not, in fact, held by the signatory or is withdrawn. b. All Exhibits referenced herein and attached hereto shall be incorporated as if fully set forth in the body of this Agreement. 21. NOTICE Any notice, tender, demand, delivery, or other communication pursuant to this Agreement shall be in writing and shall be deemed to be properly given if delivered in person or mailed by first class or certified mail, postage prepaid, or sent by fax or other telegraphic communication in the manner provided in this Section, to the following persons: To City: Clerk of the City Council City of Santa Ana 20 Civic Center Plaza (M-30) P.O. Box 1988 Santa Ana, CA 92702-1988 Fax: 714- 647-6956 With courtesy copies to: Nabil Saba Executive Director, Public Works Agency City of Santa Ana 20 Civic Center Plaza (M-21) Santa Ana, California 92702 Fax:714-647-5635 Page 7 of 11 Non -Fed Funding(6.L2020) 25D-1 04 To Consultant: The ROW Company Attention Michael S. Romo, President 1130 East Green Street Pasadena, California 91106 Mromo@rigbtofwayco.com A party may change its address by giving notice in writing to the other party. Thereafter, any communication shall be addressed and transmitted to the new address. If sent by mail, communication shall be effective or deemed to have been given three (3) days after it has been deposited in the United States mail, duly registered or certified, with postage prepaid, and addressed as set forth above. If sent by fax, communication shall be effective or deemed to have been given twenty-four (24) hours after the time set forth on the transmission report issued by the transmitting facsimile machine, addressed as set forth above. For purposes of calculating these time frames, weekends, federal, state, County or City holidays shall be excluded. IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first above written. ATTEST: CITY OF SANTA ANA Daisy Gomez Kristine Ridge Clerk of the Council City Manager APPROVED AS TO FORM: SONIA R. CARVALHO CONSULTANT: City Attorney By: d. rzurtcs. Laura A. Rossini Acting Chief Assistant City Attorney Michael S. Romo President RECOMMENDED FOR APPROVAL: Nabil Saba Executive Director Public Works Agency Page 8 of 11 Non -Fed Funding (6.1.2020) 2 5 D -10 5 EXHIBIT A SCOPE OF SERVICES Page 9 of 11 Non -Fed Funding (6.1.2020) 2 5 D- 1 06 Appendix ATTACHMENT 1 SCOPE OF WORK CITY OF SANTA ANA REQUEST FOR PROPOSALS FOR WATER RESOURCES RIGHT OF WAY ACQUISITION SERVICES RFP NO.: 20-091 Introduction and Background: The City of Santa Ana ("Santa Ana" or "City") is the county seat and the second most populous city in Orange County, California, with over 343,000 residents. It is the 57a' most -populous city in the United States. Santa Ana is located in Southern California, adjacent to the Santa Ana River, about 10 miles away from the California coast. Founded in 1869, the City is part of the Greater Los Angeles Area, the second largest metropolitan area in the United States with almost 18 million residents in 2010. The City of Santa Ana Public Works Agency (PWA) is soliciting proposals for Water Resources Right of Way Acquisition Services. The City is looking for a multi -functional consultants to advise the City and provide real property acquisition, appraisal and related services. The Consultants shall adhere to professional standards, the Uniform Act, Caltrans Right of Way Manual, FHWA requirements, and applicable laws and regulations. This request for proposal (RFP) provides interested qualified firms with the information enabling them to submit a Service Bid Proposal and the services described herein. Description of Work: On as needed basis, the selected fum/s shall provide the City with the following services as described herein. The selected Consultant/s will be expected to manage and control costs and resources, and complete work in adherence to the agreed upon project schedule and terms. The consultants shall be able to provide the following tasks and not limited to: property appraisal, appraisal review, partial and full acquisition and relocation related functions, easements, temporary construction easements, disposition and excess of properties, negotiate price, identify and manage right of way needs, right of way engineering, development relocation plans and relocation services according to Relocation Law, negotiation with property owners and tenants, cost relocation analysis, right of way cost analysis, and related documentation preparation and management to right of way acquisition. City of Sarrl Fp6f91 Coordination and Proiect Management: • The Consultants shall review the assigned project with City Staff, coordinate and review of all documents, and become familiar with the tasks related to the project. • Develop feasible work plans and schedules to complete the services. Schedule should identify critical path tasks, and be updated prior to each monthly meeting. • Conduct monthly meetings with the City Staff to discuss progress and project activities. • Coordinate with City Staff and specialty consultants, and others to resolve project issues. • Prepare progress status reports and presentations as needed • Monitor and prepare update schedules, templates for appraisals, statements, agreements, acquisitions, relocations, and related information thereof. • Establish and implement quality assurance and quality control documentation protocols with each of the deliverables. • Attend City Council meetings (if necessary) and present Appraisal Services: • Appraisals shall conform with the Uniform Relocation Assistance and Real Property Acquisition Act (Uniform Act) and Uniform Standards of Professional Appraisal Practice (USPAP). • Prepare appraisals for all the parcels and properties as determined for each project. • Develop opinion and cost for fee analysis for each project. • Provide current preliminary title report with all exceptions. • Proved plats, legal descriptions for project. Appraisal Review Services: • As required by the Uniform Act, appraisals report must be reviewed by an independent appraisal reviewer. • Prepare review report with findings and conclusions. • Prepare "Statement of Just Compensation" to the City. • For partial takes, (if any) document value of remaining property and impacts. Acquisition Services: • Acquisition must occur within 30 days of appraisal approval. • Upon City concurrence of Just Compensation, prepare offer letter and arrange meetings to discuss offer and acquisition. • Prepare and manage right of way purchase process, coordinate appraisal, escrow, final settlement memorandum and related tasks to complete the right of way acquisition. • Negotiate and be available to discuss acquisition with the owners and explain the process. Additional Services: If requested, the Consultants shall provide the following services: • Assist in utility relocation, street vacation and like matters • Negotiate for loss of rent agreements, where applicable, • Negotiate for rights of entry and environmental audits, • Provide consultation services, • Assist in clearing any encumbrances and or liens to title, City ofSar'WitVU 1 • Negotiate for loss of business goodwill, where applicable, • Utility coordination and relocation, including franchises: telephone, cable, railroad, electrical (where applicable), • Prepare right of entry documentation, • Property Management, if applicable, • Right of Way Certification, if applicable All completed reports shall be certified to be correct and signed by the responsible parties doing the assigned work. General Requirements and Project Deliverables: • The selected firm/s shall submit to the City copies of all correspondence, contracts, appraisals, and all other reports related to the subject in connection with the project. • The selected fum/s shall obtain all necessary permits, and licenses from the City and local jurisdiction prior to commencing any of the work. • All work shall be performed to the specific project and or location as detailed in the notice to proceed and indicated by the City. • All reports, analyses, and technical memoranda shall be submitted electronically to the City and include all the information as required. *A list of positions and hourly rates shall be included as part of the proposal and included in the seal bid package. See Attachment 4 — ADDITIONAL PROVISIONS for a sample breakdown. Consultant Responsibilities: The Consultant shall be able to comply with Caltrans Local Assistance Procedure Manual, Exhibit 10-K — Consultant Annual Certification of Indirect Costs and Financial Management System, and any other state audit and or federal government agency. This section is applicable to all federal funded related project related services. City Responsibilities: The City will provide information in its possession relevant to the preparation of the required information in the RFP. The City will provide only the staff assistance and the documentation specifically in referred to herein. City of SaoR A091 EXHIBIT B CONSULTANT'S PROPOSAL Page 10 of 11 Non -Fed Funding (6.1.2020) 2 5 D -110 Proposal for CITY OF SANTA ANA WATER RESOURCES RIGHT OF WAY SERVICES RFP: 20-091 October 8, 2020 October 8, 2020 City of Santa Ana Santa Ana Public Works Agency Attention: Armando Fernandez 20 Civic Center Plaza Santa Ana, CA 92701 Re: Request for Proposal (RFP), Water Resources Right -of -Way Acquisition Services Mr. Fernandez, Thank you for the opportunity to share The ROW Company's (ROWCO) qualifications to provide Right of Way Acquisition Services for the City of Santa Ana, Public Works Agency (PWA). In this proposal we outline our plan to save costs, accelerate schedule and deliver projects through our vast experience, collaboration and innovation. The ROW Company is a local, specialized real estate/right-of-way team with dynamic resources. Led by experienced, industry -leading Senior Right -of -Way Agent Professionals (SR/WA), we set new standards for the way public projects are planned, managed and delivered to provide valuable services to our Local communities. While our firm is a Disadvantaged Business Enterprise (DBE), and certified SmaLi-Business (SB), we are a team of successful, industry -established project managers and field agents that large right-of-way firms and local public agencies have depended upon to deliver high-profiLe projects - our team consistently delivers. Together, we deliver professional real estate services through innovative concepts, by prioritizing our client's needs and objectives, working as a real team, and effectively managing project scope, cost, and schedule for expedited project delivery. One of the most fundamental aspects of our approach involves emphasizing early engagement with stakeholders. Our team consists of communications experts that build understanding, trust and cooperation with tenants, property owners, businesses and other stakeholders. We emphasize proactive communication at the earliest stages of development to build rapport and ensure project success. Our team will provide PWA with comprehensive right-of-way acquisition services including Project Management, Property Acquisition, Relocation Assistance and Project Certification among other key services, and will direct support services through our expert subconsuLtants including but not limited to Integra Realty Resources (IRR) and Hennessey & Hennessey, LLC. The ROW Company builds successful working relationships with local public agencies through our meticulously planned and diligently implemented work methods. If granted this opportunity, our team will guide the requested right-of-way acquisition services step-by-step through successful delivery. Please feel free to reach out to me at mromo@ri(ihtof%o)Lco.com or at (909) 488-9500, if you have any questions or concerns. I am an authorized official with Legal authority to bind the company. Respectfully, Michael S. Romo, SR/WA President PRO POSAL TO CITY OF SANTA ANA, RFP 2C- 25D-112 �=4✓co�"e TABLE OF CONTENTS Firm Qualifications i Key Personnel 3 Organization Chart/Availability 4 Understanding of Need/Project Approach 5 COORDINATION AND PROJECT MANAGEMENT 5 RIGHT-OF-WAY ENGINEERING AND SURVEYING SERVICES g ENVIRONMENTAL SUPPORT SERVICES g APPRAISAL SERVICES g APPRAISAL REVIEW SERVICES g GOODWILL APPRAISAL SERVICES 10 FURNITURE, FIXTURES, MACHINERY AND EQUIPMENT APPRAISAL SERVICES (FF&E) 10 RIGHT-OF-WAY ACQUISITION 10 COORDINATION WITH TITLE AND ESCROW SERVICES 11 RELOCATION SERVICES 12 UTILITY RELOCATION COORDINATION 14 RIGHT-OF-WAY CERTIFICATION 15 PROPERTY MANAGEMENT, HAZARDOUS MATERIAL REMOVAL, DEMOLITION AND CLEARANCE SUPPORT SERVICES 15 PROPERTY DISPOSITION SERVICES 16 RAILROAD COORDINATION 16 Relevant Project Experience 18 Water -Related Project Experience 22 References 23 Scope of Services 29 Schedule 33 Appendix A Team Resumes 34 Appendix B Company Certifications 62 Appendix C Subconsultant Qualifications/Resumes 66 Appendix D Forms 128 a PROPOSALTO CITY OF SANTA ANA, RFP 21: 25D-1 13 Property Services Environmental Services Consultant Oversight Project Management Property Acquisition Risk Management Program Management Cost Studies/Estimating FIRM QUALIFICATIONS The ROW Company is an innovative right-of-way delivery team that sets new standards for planning, managing, and delivering public projects to support the viability of our communities. We emphasize proactive planning, communication and engagement, which are critical to building understanding, trust and cooperation with the public. Our personnel are specialized navigating the most difficult project challenges, while building public confidence and trust. The ROW Company will provide PWA with a responsible and stable presence, through our experience delivering local, state and federally funded projects with oversight from the California Department of Transportation (Caltrans). Federal Transit Administration (FTA) and Federal Highway Administration (FHWA). We believe public projects require the highest degree of regulatory, management and certification expertise. Our management and senior right-of-way personnel consist of Senior Right -of -Way Professionals (SR/WA) with an established record delivering local projects for public agencies as public and private sector personnel. In addition to our experience we are communication experts who have established effective working relationships with local public agencies. Our firm's Project Manager/Broker, Michael Romo has provided project management services for major local agencies including the California Department of Transportation (Caltrans) and Los Angeles County Metropolitan Transportation Authority (Metro), during his 25- year career. Micole Alfaro, Acquisition/Relocation Manager brings extensive experience contributing to the delivery of major public projects throughout the Southern California region. He actively serves as International Right -of -Way Association (IRWA), Professional Development Committee Board Chair. Services Officers Relocation Assistance Relocation Planning President Utility Relocations Michael Romo, SR/WA, CA Broker Mobile: (909) 754-6310 Email: mromo@rightofwayco.com CFO Micole Alfaro, SR/WA Mobile: (626) 864-3619 Email: malfaro@rightofwayco.com Community Outreach �a co^x ' PROPOSALTO CITY OF SANTA ANA, RFP zC- ��oMe 25D-114 Firm Profile Name 16 th & G Agency, Corp., DBA The ROW Company (ROWCO) Structure S-Corporation (Non subsidiary) CA License C4150733 Incorporated 2018 Main Office 113o E. Green St. Pasadena, CA 9i106 Office. (626) 314-2440 Branch Office 1255 W. Colton Ave. Redlands, CA 92374 Office: (909) 760-0210 Certifications Small Business, CA DGS, Cert. 2016734 Small Business Enterprise (SBE) Metro File #8332 Disadvantaged Business Enterprise (DBE), CUCP: 47336 Our Utility Manager Yolanda Matranga has over 40 years of experience securing easement and fee property for California utilities and municipalities. She has served as point -of -contact for municipalities, utilities and Caltrans projects and has extensively coordinated with Local public officiaLs to resolve/mitigate issues. Our focus is on continually developing team members, sharing knowledge and keeping up to date with current best practices. All of our personnel have at Least 10 years of relevant right-of-way experience and actively pursue professional development. We believe continual growth and development are also keys to innovation and successful project delivery. Our ability to deliver projects is directly attributable to the quality, training and experience of our personnel, whom the public interfaces and depends upon to provide professional, educated and informed services. Our personnel have consistently been sought as experts on risk identification, strategy development and solution implementation in right-of-way programs. We are recognized as industry experts in administering acquisition services and relocation assistance services in accordance with the Relocation Assistance and Real Property Acquisition Policies Act of 1970 (Uniform Act), and/or the California Relocation Assistance and Real Property Acquisition Guidelines (State Act) as appropriate. The benefits of working with us include: • ALL staff have at least 10 years of relevant right-of-way experience. • The quality of our experience allows us to proactively direct right-of-way tasks. • We develop pathways and mitigation measures in the early stages of project planning. • Our principles are actively involved in projects and immediately respond to client needs_ • We work closely with the Caltrans Local Programs and Local Assistance Office. • Our expertise results in reduced costs, enhanced quality and expedited delivery. Our personnel have delivered projects in coordination with many Local public agencies including: • Southern California Edison (Edison) • Pacific Gas and Electric Company • Sacramento Area Flood Control Agency (SAFCA) • Los Angeles County Metropolitan Transportation Authority (Metro) • Marysville Levee District • City of Highland • City of Moreno Valley • City of Grand Terrace • Caltrans District 8 • City of Menifee • City of Rialto • City of Jurupa Valley • County of Riverside • Riverside County Flood Control and Water Conservation District O Riverside County Transportation Commission (RCTC) • San Bernardino County Transportation Authority (SBCTA) With more than zoo years of combined local, state and federally funded project experience delivering acquisition right-of-way services, as well as projects involving utility, Local street, highway, and rail coordination, our team guides the most challenging projects through successful delivery. PRO POSAL TO CITY of SANTA ANA, RFP 2C- 25D-115 �=4✓co�"e KEY PERSONNEL Bachelor of Science, Business Admin., Cal State University, San Bernardino IRWA Chapter 57 - Former Secretary, Education Chair CA Real Estate Broker License, No. 01246067 - Issue 8/26/19, Exp. 8/25/2_ Bachelor of Arts, Communications, Cal State University, Fullerton • IRWA Chapter 1 PDC Board Chair • CARE License, No.01746628 -Issue 4/19/06, Exp. 4/17/24 Public Admin., CSU San Bernardino • IRWA Region 1 Chairman • CA RE License, No. 00759374 - Issue 11/15/79, Exp. 12/09/20 • Cal State Sacramento.1988 Mgmt. Cert. 'g3 • IRWA Reg. 1 Chair'18-Present • CA RE License, No. 01861291- Issue 3/26/0g, Exp. 3/25/21 Graduate Studies, Public Administration, Cal State Univ., Northridge Paralegal Certificate, Cal State, Los Angeles Assoc. of Applied Science, Electronics, DeVry University Bachelor of Theology, Master's Seminary CA RE License, No. 01357184 - Issue 10/23/02 Exp.10/22/22 Project Management Cert., Univ. of CA Irvine Extension, 2010-2011 • Member (IRWA), Chapter 67 • CA RE License 02033162 - Issue 6/5/2017, Exp. 6/4/2021 Bachelor of Arts, Economics, Political Science, University of California, Davis International Right of Way Association - CLIMB -Certified Instructor CA RE Broker License No. o1780060 - Issue 11/1/06. Exp.10/28/22 B.S. Criminal Justice /Mgmt., Univ. of Phoenix IRWA Relocation Chair 2oi6-2017 Chapter 57 CA RE License: In Progress B.A. Business Administration, Mira Costa College CA RE License 01792885 Member, International Right of Way Association (IRWA), Chapter 57. Past President B.S., Business Administration, Mgmt. & Human Resources, CaLPoly Member IRWA, Chapter 1 E License, No.01745512 - Issue 4/12/06, Exp. 04/11/22 PRO POSAL TO CITY of SANTA ANA, RFP 2C- 25D-116 10144LVIAU19:1P'I911I91:■I.1.[*]*1a11I1AX01NINaf9 Micole Alfaro SR/WA Relocation Manager 40% Neidy Pinuetas SR/WAR/W-RAC Senior Retoction Agent 50/6 Es Roberto Corrales Senior Retocation Agent gON Es Angelica Luna Senior Relocation Agent 50°% Es 6 PWA Michael Romo SR/WA Project Manager/ Broker g0% Carol Chiodo QA/QC Manager g0% Yolanda Matranga SR/WA RW-NAC Utility Manager 50% Es Janet Parks SR/WA R/W-AMC Acquisition Manager go — Conner McDonald SR/WA Senior Acquisition Agent g0% Delia Jimenez Senior Acquisition Agent 90% Erick Gutierrez Senior Acquisition Agent g0% UNDERSTANDING OF NEED/PROJECT APPROACH Coordination and Project Management Our approach to project management is based upon established principles as established by the Project Management Institute. Through our meticulous approach, we maintain project controls, create efficiencies to accelerate the right-of-way effort and produce quality results. Based on our extensive experience delivering similar local street and capital improvement projects such as highways, grade separations and flood control projects, The ROW Company is fully prepared to assist PWA with professional right-of-way acquisition services. In our proposal we outline important methods for effectively providing real estate/right-of-way services, built upon our meticulous planning and execution. We establish and maintain lines of communication to keep PWA and Stakeholders informed of real time status and planned activities. The ROW Company personnel are prepared to meet with PWA staff to discuss issues pertinent to assigned tasks and will proactively participate in project and agency meetings to discuss acquisition status and progress. Our team is prepared with a communication plan that includes: • Weekly teleconference with ROWCO's Project Manager and the PWA Project Manager to discuss urgent project matters, questions, concerns and status updates. • Monthly in -person (or videoconference) meeting with ROWCO's Project Manager and PWA for status report updates (In addition to monthly PDT). • Weekly ROWCO staff meetings. We encourage PWA participation. • All meetings incorporate minutes and "Look Aheads" to keep the project team informed of current status and planned activities. Administration We conduct all right-of-way activities including project filing and documentation requirements in compliance with the State Act and Uniform Act requirements. In addition, we are experienced with Caltrans processes when projects are federally funded. As a standard practice we acquire property rights utilizing the highest procedural standards and filing systems, and we supervise, coordinate and monitor the activities of our subconsuLtants in accordance with these standards. We adhere to the Caltrans parcel system for on -system projects as appropriate, whereby the Department assigns parcel numbers for acquisitions incorporated into State systems. By contrast local agencies create their own parcel file systems for federally funded off -system projects. Regardless of the filing system it is critically important to develop and maintain filing systems at the earliest stages of project development. Our file systems save time, increase efficiencies, and streamline document review processes and project certifications. We also develop effective work plans through identification of project funding and regulatory requirements in the earliest stages of development. For example, for the purpose of a highway project, all right-of-way activities are performed in accordance with the Caltrans Right -of -Way Manual and Local Assistance Procedures Manual, Chapter 13 "Right-of-way" For on -system (highway) projects we adhere to California Transportation Commission (CTC) regulations per the Caltrans Right -of -Way Manual. ac ' FROPOSALTO CITY OF SANTA ANA, RFP a.: 25D-118 �V✓C0�"e If federal participation for the right-of-way scope is being pursued or has been obtained, the project must have an approved E-76 prior to offers being made. We confirm the project has obtained an approved National Environmental Policy Act (NEPA) document to proceed with acquisition activities. Our experienced team is highly successful negotiating settlements with owners and reducing the likelihood of proceeding to Resolutions of Necessity (RON). As some of our staff are former Caltrans employees, we are highly experienced with Caltrans certification requirements and submittal processes. We assist public agencies in meeting certification requirements within expedited timelines. These steps are taken at the earliest stages of project development. Schedule and Progress Reports ROWCO's Project Manager develops an expedited Project Schedule for each Task Order that includes milestone delivery dates, and meticulously planned and executed management and agent tasks that support delivery milestones, from the initial appraisal phase through property demolition. The schedule assesses any long -lead items such as environmental issues or obtaining additional right-of-way requirements after right-of-way activities have been initiated, and other risk items that can affect project schedule, which are monitored, mitigated and communicated throughout the project as part of our comprehensive project controls. The schedule is tracked throughout project duration and monthly progress reports are submitted to PWA outlining current status, action items and outstanding issues for review and approval, which is beneficial in preparing quarterly reporting requirements for federal oversight projects. The Project Schedule is not a static document. it is an important tool that accounts for a myriad of scenarios that may be encountered throughout a project based upon our years of management experience. For example, our team may prepare a schedule that includes delivery with condemnation and delivery without condemnation so there is a clear understanding that once milestones are met, i.e. first written offers, if settlement is not reached within reasonable time, we proceed with a schedule based upon condemnation. Our project schedule recognizes certain activities can be completed prior to environmental approval. We inform PWA of such opportunities to expedite schedule and associated risk, depending upon the status of environmental documents. Our staff is available to attend any City Council meetings if necessary, to present project information and address any right-of-way concerns. In keeping stakeholders informed, we recommend that those most effected by projects (i.e. tenants, property owners and businesses) remain at the forefront of our planning and communication efforts. We emphasize proactive and consistent communication with stakeholders at the earliest stages of project development to build rapport and ensure the success of right-of-way services. In projects funded by the Federal Transit Administration (FTA), prior to acquisition activities and environmental approval our management team develops a Real Estate Acquisition and Management Plan (RAMP) that addresses all phases of right-of-way delivery, including cost estimating, project scheduling, staffing, appraisals, document control and condemnation roles and authorizations. In the RAMP we assess the costs and risks of obtaining early appraisals prior to the Project Approval & Environmental Document (PA&ED) or Preliminary Engineering Environmental Document (PE&ED), which allows acquisition offers to coincide with environmental approval, saving months in the project schedule. go ` Risk Management We proactively manage risk for project scope, cost, and schedule control. We extensively utilize tracking reports for managing right of way tasks within a scope of services. Tracking reports are an effective tool to manage project schedules and risks. PRO POSAL TO CITY OF SANTA ANA, RFP zo- 25D-119 In the RAMP we assess opportunities to incentivize owners and expedite property acquisitions. Considering the housing crisis, we assess relocation needs under the provisions of Housing of Last Resort (LRH). With input from the RAMP, we develop a Risk Register for project scope, cost, and schedule control that is maintained throughout the project. In the Risk Register we address impacts to utilities that require long relocation lead times such as transmission Lines, and/or time associated with special uses such as restaurants or gas stations for example. Quality Assurance/Quality Control (QA/QC) PLan The ROW Company understands a Quality Management Plan is vital to deliver an effective and efficient process for the development of projects. Our team develops and follows a Quality Management Plan that meets the standards of professional practice and satisfies requirements of a project scope and schedule. We develop a Quality Assurance /Quality Control (QA/QG plan and ensure all Project Team members, including subconsuLtants incorporate the plan for each project. We ensure each team member and subconsuLtants understand project objectives, apply sound right-of-way principles for all phases of delivery and produce quality, accurate, and complete documents within the project schedule and budget. We ensure all procedures, policies, regulations and project documents are conducted and prepared in accordance with Federal Highway Administration (FHWA), Caltrans, Federal Transit Administration (FTA) and PWA policies as appropriate_ As part of our Quality Control process we identify key milestones within a project schedule for each deliverable. Each deliverable is reviewed by our Project Manager, followed by our QA/QC reviewer. In the event documents require revisions or clarifications, our QA/QC reviewer returns the documents to our Project Manager for revisions. When our reviewer determines documents are acceptable, they are forwarded to our Project Manager. After documents are approved by our Project Manager they are forwarded to PWA for review and approval with a cover sheet to document the reviews and status of each document. Our Project Manager also ensures appropriate actions are taken if necessary, to improve or modify the QA/QC plan and ensure appropriate resources are provided. The ROW Company's approach to project delivery utilizes an innovative team concept that improves efficiency and effectiveness, resulting in faster delivery and cost savings for our clients. Our QA/ QC process is just one of the many tools we use to provide excellent service and consistently deliver capital improvement projects. Budget Management At the onset of a project, ROWCO's Project Manager coordinates with the PWA Project Manager to develop the Right -of -Way Project Budget for Consultant Deliverables. Once the budget is developed, our Project Manager manages the budget throughout the term of the Contract and provides a Right -of -Way Costs Report updated and delivered to PWA on a month ly basis. The Report includes updates on Task Order cost and associated budget for each invoice. Any increases in cost or scope are reported for review and approval. Our meticulous project scheduling and work planning ensures tasks and assignments are delivered within the Project Schedule. Personnel Management We believe public projects require the highest degree of regulatory, management and certification expertise. Our team consists largely of Senior Right -of -Way Professionals (SR/ WA), and personnel with an extensive record delivering Local projects for public agencies who remain informed of policies and practices within the right-of-way profession. In accordance with our philosophy, we carefully consider the credentials of key personnel for such positions as Project Manager, Acquisition Manager, Relocation Manager and Utilities Relocation Coordinator who have the requisite experience, training and certification. PRO POSAL TO CITY OF SANTA ANA, RFP 2C- 25D-120 �=4✓co�"e As provided in our resumes and qualifications, all of our personnel have no less than a minimum i0 years of relevant right-of-way experience administering major public projects for prominent local public agencies. All of our agents have received cross training in various functions of project management, right-of-way, acquisition, relocation and utility coordination among other services, and have extensive experience delivering projects with Caltrans oversight. All personnel as outlined in our Identification of Key Personnel are available for the duration of the PWA projects. Once assigned they are not replaced without written consent. Coordination with Design Moving toward project implementation, it is highly recommended our project management team provides critical impact assessment from our right-of-way perspective and works closely with PWA and Design to mitigate unnecessary impacts and develop proposed alternatives. We are partners in reducing project impacts and maintaining the viability of diverse communities. Our Project Manager reviews the Preliminary Plans, Specifications and Estimates documents and conducts field reviews with our Senior Acquisition Agent to assess right-of-way impacts. Our personnel are highly experienced reviewing mapping utilizing Geographic Information Systems (GIS) and other resources to identify project requirements. Based upon review of preliminary mapping provided by Design, our team assesses any additional impacts, unnecessary impacts, mitigation measures or proposed alternatives. We also identify any concurrent projects in the area that can affect replacement resources or City services, as well as impacts to partner agencies or stakeholders. Our team is prepared to assist PWA with any additional coordination that may arise. Through our field inspection we identify utility facilities that may require coordination, relocation or potential replacement easements. We can assist PWA with acquiring replacement easements that may be necessary. Our Project Manager works with the Design team to refine scope if necessary, including full and partial acquisitions, and potentials for mitigations. After considering approaches and altematives, we confirm the plan with the Design before legal descriptions and plat maps are finalized and provided to the appraiser. Impact Analyses/ Mitigation Our innovative right-of-way delivery team provides critical impact analyses and assessment. We mitigate unnecessary impacts and develop proposed alternatives. We are partners in reducing project impacts and maintaining the viability of our diverse communities. In Summary, The ROW Company's Project Management plan ensures successful delivery of our real estate/right- of-way consultant services through: • Assessing and planning for funding/regulatory requirements. • Employing proactive methods for enhanced/expedited delivery. • Developing, monitoring and executing effective work plans. • Maintaining comprehensive project controls and managing risk. • Effectively managing project schedule, budget and consultant deliverables. • Proactively coordinating right-of-way activities with Design. • Keeping stakeholders informed of real time status/planned activities. a PRO POSAL TO CITY OF SANTA ANA, RFP zo- 25D-121 Right -of -Way Engineering and Surveying Services The ROW Company works with Guida Engineering to provide expert Right -of -Way Engineering and Surveying Services. Guida Engineering has worked extensively with Local public agencies. Prior to finalizing right-of-way requirements, we work collaboratively by coordinating meetings between PWA Project Management, Design team, and Guida Engineering, and reviewing aLL engineering and surveying work as part of our QA/QC Plan. During implementation, we work with Guida Engineering to identify any additional interests that may be needed for Projects. As time and risk reducing measures, prior to final. design and mapping we coordinate with Design and Engineering to ensure right-of-way impacts and requirements are fully addressed. We work closely with Guida Engineering to ensure quality right-of-way engineering and surveying services by assessing right-of-way requirements needed for access and construction, identifying opportunities to reduce impacts to project schedule and/or budget and developing replacement easements to relocate utility facilities. Environmental Support Services In the event environmental site assessment (i.e., Phase 1. Phase z is required to confirm properties are free and clear of hazardous materials), our team can provide environmental and hazardous materials services support services, which includes coordinating access and obtaining rights of entry as necessary. Appraisal Services The ROW Company coordinates with Integra Realty Resources (IRR) for expert Appraisal Services. Richard Donahue of IRR has been providing quality appraisal services for local public agencies for over 35 years. Our team works closely with IRR throughout project delivery and ensures appraisers understand project assignments. We coordinate with appraisers in clarifying any concerns that may arise regarding project design. During implementation our Project Manager develops and maintains a report to track appraisal activities including start dates, target completion dates, owner contacts and submittals to PWA. After our Project Manager confirms the project schedule, duration of Temporary Construction Easements (TCE) and receives the right-of-way appraisal maps/exhibits, we prepare the Notice of Decision to Appraise for PWA approval. The Notice identifies appraisers, invites owners to attend inspections and is coordinated with the appraiser notification to owners. Once approved, we provide the Notice of Decision to Appraise to property owners and issue a Notice to Proceed to appraisers. When appraisaLs are completed, our Project Manager reviews the reports and ensures they meet appraisal requirements in accordance with Uniform Standards of Professional. Appraisal Practice (USPAP), the Uniform Appraisal Standards for Federal Land. Acquisitions (Yellow Book) and the Caltrans Right of Way Manual. In addition, our Project Manager ensures the appraisal values are certified and contain minimum recognized standards for public acquisition including: zoning, property rights, highest and best use analysis, comparabLes, improvements acquired, damages, cost to cure, appraiser and review appraiser certificates. We review appraisal work as part of our QA/QC Plan and ensure the quality of all appraisal- services. We also coordinate any issues between IRR and the PWA Legal team. Appraisal Review Services The ROW Company works with Hennessey & Hennessey to provide appraisal. review services. During implementation, our team tracks review appraiser comments to appraisers and ensures comments are addressed in a timely manner so the reports can be finalized and transmitted eLectronicalLy to PWA. As part of our QA/OC Plan, we ensure review appraisals are completed in compliance with Chapter 13 of the Caltrans Local Assistance Procedure Manual. PROPOSALTO CITY OF SANTA ANA, RFP a.: 25D-122 PoIV cO�"e As directed by PWA, we coordinate with other consultants for supplemental work required for acquisitions in accordance with local, state, and federally funded project requirements. Following our Project Manager's review of appraisal reports, we recommend approval of Just Compensation to PWA. We do not make offers until PWA has approved just compensation. Goodwill Appraisal Services The ROW Company works with Desmond. MarceLlo & Amster (DM&A) to provide Goodwill. and Furniture, Fixtures, Machinery and Equipment Appraisal Services (FF&D. Since 1968, DM&A has provided clients in both the public and private sectors with expertise in the valuation of closely held businesses, professional practices, and tangible and intangible assets, such as FF&E and goodwill. In the event goodwill services become necessary, during implementation ROWCO coordinates with PWA to provide DM&A with all relevant business data including the types and amounts of any relocation assistance payments, to assist DM&A in the appraisal of any Loss of goodwill. We review all. relocation and goodwill payments and ensure there is no duplication of payment per the Uniform Act. As identified in the Uniform Act, relocation payments cannot be duplicated in the payment of any goodwill Losses. We immediately inform PWA of any claims for loss of goodwill. As loss of goodwill is not allowable under federal law, we coordinate with PWA to address any goodwill claims in accordance with California State Law. ROWCO has worked extensively with DM&A on goodwill issues and will ensure the smooth delivery of its appraisal services. Our additional services include negotiating loss of goodwill as necessary. Furniture, Fixtures, Machinery and Equipment Appraisal Services (FF&E) Working with DM&A during implementation, our agents attend inspection meetings with owners and coordinate with DM&A in the identification of fixtures and equipment, as well as inventory of movable personal property. While personal property is not eligible for acquisition payment nor real property eligible for relocation, the Lists of personal property and personal property valuations provided by DM&A are informative in identifying personal property that is eligible to be relocated if any. Our acquisition team makes FF&E offers in coordination with the fee property offers. We work with property owners and business tenants to review lease agreements if necessary, in FF&E determining ownership. As part of establishing the payment for FF&E, we work with tenants and owners to complete an off -set statement to confirm ownership of FF&E and resolve any conflicts. In the event there is a disagreement we make the same offer to both so they can work out the dispute. In addition, our team can provide assistance in reviewing leases to establish ownership of fixtures and equipment. We review FF&E and goodwill appraisals as part of our QA/QC Plan and ensure the quality of all appraisal services. Right -of -Way Acquisition Acquiring private property for public purposes requires experienced professionals who are sensitive to the needs and concerns of landowners. Our team builds understanding, trust and cooperation with property owners and emphasizes proactive communication to build rapport and ensure the success of our services. Our Senior Acquisition Agents are communication experts and ensure expeditious acquisitions. Prior to commencing acquisition activities, files are established for each property by our Acquisition Manager and Senior Acquisition Agents to ensure document and quality control. Files include a diary, document checklist, supporting documentation and Title VI information. Our Acquisition Manager conducts a documented file review on a regular basis. FROPOSALTO CITY OF SANTA ANA, RFP a.; 'PW✓co�`'e 25D-123 io Our Acquisition Manager coordinates with PWA for the preparation of documents including the Purchase and Sale Agreement and Deed and ensures appropriate deed jackets are utilized for each acquisition type. Our Senior Acquisition Agents prepare Title VI information and the Acquisition Brochure and acknowledgment per Caltrans Right -of -Way Manual requirements. In addition, we prepare any additional documents PWA requires as part of its policies and procedures. Our Acquisition Manager reviews all offer package documents, including Summary Statements, prior to the offers being made. Prior to owner meetings, our Senior Acquisition Agents review appraisal reports and clarify any questions with appraisers. Our Senior Acquisition Agents conduct good faith communications with property owners and maintain excellent documentation in accordance with PWA and Caltrans standards. Our Senior Acquisition Agents document owner claims, information, or suggested resolutions in the parcel diary, as well as confirmation of Title VI delivery. Owners are informed of their right to obtain an independent appraisal by a State -certified appraiser, not to exceed $5,000 (Code of Civil Procedure section 1263.025), and are given a reasonable amount of time to consider offers and present material relevant to value determinations (30 days and a minimum of 3 contacts). Our Acquisition Manager and Senior Acquisition Agents prepare any administrative settlements in coordination with PWA when it is reasonable and in the public interest. Once agreements are reached, our Senior Acquisition Agents secure grantor approvals and signatures on the Purchase and Sale Agreements and Deeds. The owner - signed documents are reviewed by our acquisition manager, who provides recommendations for approval to PWA. Our Acquisition Manager provides a written summary for each parcel acquisition on a monthly basis or as directed by PWA. The summaries include a brief history of services, documentation provided, and any negotiation issues identified. A central aspect of our service is communicating the progress of our acquisition activities. Additional services include negotiating loss of rent agreements as necessary. If personal property is identified within the required right-of-way, we inform PWA and recommend initiating relocation activities under the Uniform Act, and we proceed with relocation activities if approved. nn Proactive Community mmm Engagement Proactive communication builds understanding, trust and cooperation with public stakeholders. We emphasize proactive public engagement from the earliest stages of development through implementation to build rapport with our diverse communities and ensure successful project delivery. Coordination with Title and Escrow Services Upon obtaining approved agreements, escrow is opened by our Senior Acquisition Agents by submitting an instruction letter, and providing the purchase contract, title insurance coverage and notarized deed to the escrow company. Our Acquisition Agents coordinate the following escrow activities and ensures expeditious acquisitions by: • Reviewing title reports and documents for submission to escrow: • Working with escrow to facilitate title clearance matters per the escrow instructions: • Providing any payment coordination for taxes due or lien releases, and assisting with securing any full or partial re -conveyance instruments from lien holders of record: • Facilitating recordation of corrective deeds to clear vesting issues: PRO POSAL TO CITY OF SANTA ANA, RFP 2o- �=4✓co�"e 25D-124 11 • Ensuring the PWA acquires good title and/or required property rights, free and clear of encumbrances that may affect future activities; • Coordinating with property owners to resolve escrow issues and ensure documents are submitted to escrow in a timely manner, • Coordinating escrow closings and filing applicable forms and documents with the County Assessor's office as needed; • Reviewing title insurance policies for accuracy after closing; and • Coordinating payment of incidental expenses (title, escrow, surveys, prepayment penalties, etc.) by PWA and just compensation to owners. Title & 0 Escrow We ensure our clients acquire good title and/or required property rights, free and clear of encumbrances that may affect future activities. We coordinate escrow closings, and work with property owners to resolve escrow issues. As part of our project control procedures our Acquisition Manager maintains a schedule to track escrow status, including open escrows and target closing dates. Our firm is prepared to implement additional processes and procedures that may be needed and will accommodate PWA requests to further acquisition processes. We expeditiously prepare any information required by PWA including Board of Supervisors Agenda items, Staff Reports or public hearing notices. Relocation Services Displaced persons require the highest degree of relocation care and expertise. The ROW Company's team of certified, multi-lingual Senior Relocation Agents are sensitive to the diverse needs of displaced persons. We emphasize proactive public engagement from the earliest stages of development through implementation to build rapport with our diverse communities and ensure the success of relocation programs. We perform all relocation assistance services in accordance with the Relocation Assistance and Real Property Acquisition Policies Act of 1970 (Uniform Act), and/or the California Relocation Assistance and Real Property Acquisition Guidelines (State Act) as appropriate; and other related procedures and regulations. There are slight variations between the State Act and Uniform Act and our agents apply appropriate regulations consistent with project funding. We specialize in preparing Relocation Impact Documents (RID) which are a critical blueprint in the early stages of project planning for assessing and communicating relocation needs and resources available under local, state and federal relocation assistance Laws. We prepare a Relocation Plan as part of Caltrans, State and Federal regulations. In the Plan we assess project scope, risks, requirements and resources. We assess low income household needs and/or special needs under the provisions of Replacement Housing of Last Resort (LRH). Our Relocation Manager coordinates with PWA to prepare a relocation schedule that establishes milestones for the delivery of relocation services and is used to track the status of relocation services. Our Relocation Manager tracks relocation payments and provides updates to PWA in coordination with the Project Budget. We prepare and provide monthly status reports to keep management fully informed of past, current and planned relocation activities. During implementation our Relocation Manager develops a system of checks and balances, ensuring the independent handling of relocation funds/ checks and services. PRO POSAL TO CITY OF SANTA ANA, RFP 2C- �=4✓co�"e 25D-125 12 Our Senior Relocation Agents are communication experts and ensure displacees are fully informed of all relocation assistance services, notices, moving assistance and advisory assistance. In keeping displacees fully informed, we adhere to all health and safety rules and regulations including the use of all personal protective equipment, and recommend utilizing such alternative methods as electronic signing, video conferencing, mobile notaries and return shipping labels among other services as necessary. In providing comprehensive relocation assistance our Senior Relocation Agents: • Meet personally with each displacee, including household, business, or owner of personal property to conduct an interview and assess the nature and Relocation ID scope of the relocation assistance required under Planning applicable regulations, and provide translation services as necessary; • Provide a General Information Notice (GIN) and explain the relocation assistance process; • Determine each displacee's maximum eligibility for relocation assistance by performing a replacement housing valuation (for residential displacees), including moving, rental, or purchase price differential assistance. Relocation planning is a critical blueprint for assessing and communicating relocation needs and resources. Our team of Senior -Right -of -Way Professionals conduct meticulous relocation planning, identifying and communicating relocation impacts and mitigation measures under local, state and federal relocation assistance laws. • When occupants are determined to be eligible, provide a Notice of Eligibility (NOE) outlining benefits, assistance and limits; • Provide displacees on -going referrals to suitable replacement locations and within displacees financial means, and provides on -going advisory services, such as obtaining loans or information regarding available housing programs (for residential displacees); • Businesses are provided similar on -going advisory services, • Assist displacees in obtaining move estimates or coordinating self -moves. • Prepare and submit claims and other supporting documents, such as rental agreements. Wg's and transmittals to PWA for review, approval and payment; • As part of our OA/OC process, all claims are tracked, and payments previously made to displaces are communicated to PWA with each claim submittal; • Provide go -Day Informational Notices as necessary; • Personally inspect residential replacement dwellings to verify they meet Decent. Safe and Sanitary (DS&S) requirements and assist occupants in coordinating corrective measures if necessary to ensure safety; and • Provide information on the Relocation Assistance Appeals Process and coordinate claim appeals as necessary. a PRO POSAL TO CITY OF SANTA ANA, RFP 2o- 25D-126 13 As a local firm, our Senior Relocation Agents are experts in project area resources and knowledgeable about Local housing, schools and medical offices among other services. Our firm maintains information regarding replacement resources, such as the Multiple Listing Service and local brokers within the City of Santa Ana for identifying replacement sites. In providing on -going advisory services, our firm contacts City, County or other agencies and obtains information regarding public housing and/or identifies available services for first time home buyers. In addition, we obtain information on low income housing or social services depending upon individual household needs. Business relocations can be very different from residential relocations. There are a number of factors to consider when relocating businesses that can impact scope, schedule and cost. It is important to have experienced relocation agents that are informed of changing Laws and regulations and can effectively work with businesses that are concerned about maintaining the continuity of their operations. Once eligibility is established, businesses also receive a Notice of Eligibility that outlines options for eligible move expenses and maximum reestablishment assistance. Reestablishment assistance allows businesses to conduct any modifications at the replacement location to meet Local agency occupancy requirements, such as Americans With Disabilities Act (ADA) requirements. Our Senior Relocation Agents provide on -going advisory services until businesses become reestablished, including referrals to loans and programs for small businesses, and continue to work with businesses to ensure Local agency occupancy requirements are met at replacement locations. Files are maintained for each dispLacee and submitted to PWA once displacees have received final payment. Our firm responds expeditiously to requests for information or statistics from partner agencies in coordination with PWA. All relocation activities are conducted in accordance with our established QA/QC Plan. As concerns regarding Loss of goodwill are common among relocating businesses, we work closely with businesses and effectively administer the full scope of relocation assistance allowable under The Uniform Act to reduce to the greatest possible the likelihood of loss of goodwill claims. Utility Relocation Coordination ml� Relocation I Assistance Displaced persons require the highest degree of care and relocation expertise. Our certified, multi-lingual professionals are sensitive to the diverse needs of displaced persons and perform all relocation assistance and services in accordance with the Uniform Act, State Act, Caltrans policy and or/FTA regulations as appropriate to ensure successful reestablishment. The ROW Company will assist PWA with any Utility Relocation Coordination. Utility relocation generally requires longer lead times and it is important to understand this component as part of the overall certification process. The ROW Company's utility relocation services have been called upon by other right-of-way firms in situations where relocations, certifications, and funding were on the critical path. It is critically important consultants understand utility relocation processes and plan for its requirements early in project delivery so as not to scramble to meet certification and funding deadlines. Our team is deeply experienced with Federal. State and Local utility relocation processes and will assist PWA with any Utility Relocation Coordination. Our team is specialized in bringing public agencies and utility companies together to resolve utility conflicts. We coordinate with project design teams to develop relocation plans, prepare agreements and issue appropriate notices for right-of-way certifications. We coordinate for approval of Utility Relocation Plans and Conflict Maps that identify conflicts with utility companies. We conduct field inspections for visual verification of facilities in the project footprint, and coordinate location requirements for high risk facilities including positive identification, and various methods that verify facilities vertically and horizontally, as well as low risk facilities within project Limits, and utilities or facilities to be protected in place. We prepare a utility relocation spreadsheet identifying Liability and target dates for agreements, notices to owners and approved relocation plans. a PRO POSAL TO CITY OF SANTA ANA, RFP 2C- 25D-127 14 We prepare all utility relocation documents including reports of investigation, relocation cost estimates, Master Agreements when applicable to outline Liability determinations, utility owner's claim letters, FHWA Specific Authorizations when Federal funds are used in relocations and notices to owners. Right -of -Way Certification The ROW Company wilt assist PWA in completing Caltrans project certification requirements as necessary. which is required for all federally funded highway and Local street improvement projects and is a critical to ensuring project funding and approval to initiate construction activities. Our team is experienced with certifications based on various project delivery methods including design, bid, build; design, build and CMGC. We are experienced preparing Certifications 1, z, 3 and 3W, and coordinating with Caltrans for approvals. utility • • Coordination Our staff are utility title experts and determine the validity of utility -claimed prior rights for relocations and are experienced conducting land rights checks. We coordinate utility relocation processes, utility agreements and verify when master agreements are applicable to a project. Our Senior Project Manager prepares draft certifications for PWA and Caltrans review, and works with Caltrans through the approval process. While we plan for Certification 1 or z to prepare the project for advertising to proceed to construction, we may pursue alternative certifications 3 or 3W to maintain the project schedule and prepare supporting documentation to obtain approvals for the 3 or 3W certifications. We are experienced preparing justification memorandums in support of certifications 3 and 3w that require FHWA and Caltrans Headquarters approval. We are highly experienced working with the CaLtrans Right -of -Way Local Programs office and the Local. Assistance office for project certifications. We plan for certifications requirements and ensure documents are prepared in accordance with associated certification processes, which reduces scheduling and funding risks. We submit right- of-way certification documents electronically with utility binders, which are also required with certifications. All certification activities are conducted in accordance with our OA/OC Plan. Property Management, Hazardous Material Removal, Demolition and Clearance Support Services The ROW Company is prepared to provide property management and hazardous materials support services as necessary. Our property management team maintains books and records in compliance with generally accepted accounting principles and makes available all books and records provided to PWA finance staff or an independent certified public accounting firm that may work on behalf of PWA. Our firm oversees all property management activities for acquisition -related assignments. Our Property Manager serves as a liaison between tenants and PWA and coordinates all services as part of the Property Management Services Plan. Such activities include: • Immediately acting upon urgent matters and keeping PWA informed; • Preparing and administering leases. Licenses, amendments and other documentation: • Coordinating with utilities for service disconnections; • Performing inspections, securing and maintaining vacant properties; • Maintaining a monthly Property Inventory Report and Rent ROIL; a PROPOSALTO CITY OF SANTA ANA, RFP a.; 25D-128 35 • Preparing and maintaining invoicing; • Performing management and maintenance colLections; • Maintaining monthly rent collection and receivables aging report; • Coordinating with escrow companies for leases, deposits and rents; • Coordinating with qualified vendors for services i.e. electrical, plumbing. HVAC; and • Maintaining a database of on -call vendors and 24-hour services. Our Property Manager prepares weekly status reports for PWA that includes Leasing, management and operational records, competitive bids information, tenant information, inspection dates and action items. Our team coordinates with other consultants' supplemental inspections including environmental in accordance with funding requirements. ALL property management activities are reviewed as part of our QA/QC Plan. As a proposed enhancement, The ROW Company may provide Hazardous Material Removal, Demolition and Clearance quality control support services, including reviews of surveys and/or environmental site assessment and remediation. Remediation may include removing any polychlorinated biphenyls (PCB) containing materials or other issues related to soils or groundwater. Our team would ensure all asbestos and lead based paint related work conforms to federal, state and local laws governing remediation activities. During the demolition and removal process we would immediately notify PWA of the presence of hazardous materials, and ensure all permits and licenses are in place in accordance with project performance schedules. Hazardous materials are disposed of in accordance with appropriate Laws and regulations, including OSHA Construction Standard (zg CFR 1926.1101) and EPA National Emission Standards for Hazardous Air Pollutants (NESHAP 40 CFR Part 62 Subpart M). Property Disposition Services The ROW Company's team will assist PWA with any sale and disposition of excess Land in accordance with California Government Code Sections 64220 et seq. As properties go to the open market, we assist in preparing legal descriptions and plat maps and coordinate title and appraisal activities, advertise properties, coordinate auction activities and prepare purchase agreements, bid packages and parcel information. We submit all documents to escrow and facilitate escrow activities until transactions are closed. We can also assist PWA in preparing reports to the City Council for approval. Railroad Coordination Our Senior Project Manager will work with PWA for any Railroad Coordination. In working with railroads, it is best to understand and plan for extensive processes, requirements and timelines. Our team has essential experience working with railroad companies through representing public agencies including Caltrans, Cities of Colton, Grand Terrace and San Bernardino County Transportation Authority. Our personnel are also experienced with railroad coordination as it relates to utility relocations and supporting maintenance activities for utility companies such as Southern California Gas and Southern California Edison. We assist in preparing all required documentation including encroachment permits and rights -of -entry. Our team of right-of-way professionals have extensive experience with railroad facilities crossings and facilitating crossings in public/ franchise or private property as well as grade separation projects. PROPOSALTO CITY OF SANTA ANA, RFP a.; �=4✓co�"e 25D-129 16 The ROW Company understands long lead times are necessary when railroads are affected by capital improvement projects and our team will ensure coordination of activities are initiated early in the project development stage at 35% design or sooner. We conduct all railroad activities and approvals in accordance with California Public Utility (CPUC) requirements and initiate CPUC applications early to allow adequate time for approvals. Our appraisers are experienced with the nuances of valuing railroad interests for all project types including utility projects that impact railroad facilities, as well as railroad safety and grade separation projects. Such requirements include ensuring independent appraisers are utilized in appraising utility requirements and that required railroad interests are properly identified. During the appraisal process our team drafts the Construction and Maintenance Agreement (C&M), which outlines responsibility for maintaining the right-of-way, to initiate the process for reviews and approvals and works with PWA and Railroad representatives on format and agreements to be utilized. We assist with other activities including scheduling and coordinating meetings with various agencies and railroads, developing a schedule of activities required for clearance, securing flagging agreements and preparing required documentation. The ROW Company recognizes that establishing a positive rapport with project team members is essential in effectively and efficiently delivering projects. Our team understands this is especially true when maintaining positive dialogue with railroad engineers and project managers in expeditiously obtaining approvals. We recognize there are multiple parties to a C&M agreement that can include Caltrans, OCTA, Counties, Cities and other stakeholders. We pride ourselves in bringing parties together to reach mutually beneficial resolutions and signed agreements. 00 PRO POSAL TO CITY OF SANTA ANA, RFP 2C- 25D-130 LLI Z W FX m x W u W mn a H Z a W W a E ro c ro c Cvp 2 to C ¢^ tlJ C ¢^ 01 W m W "p N E�J y�,a� [co Ol c.vw S v mrvw-�-� c�ic7 �o earn Oc7cnen N -6 Z �MMpp V ° d J U N U f U N V ryM yW V I U a N E ,,,� ?s �s •• vJ �ri mN � �c mu � C9 VNI _pT� N a N _T N N O U 0p Ch O m O'pO N 6 ry .�. 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Q uln.. dr`3 V1 azsoa vM-�gmy `n ci o'roo o yR oTTE �--pup a3� �c� u �jaodc cc � n �yw ismw -,3w aw��n� V mEa-o®U'a'cm d EEEn oB'mrtzz awJ�.;m t�m$Vt0rV UyvUim m uu'o'0 n'OO L mda rn a wccE vno E a"�c`�3 �ia 3E H' c a r m>. �� 0 9 �rmaEi N �L O E3 E 3 E 3 E3 9OU R O N O m 0 no u g a Em X EM Ern Ern m y cc Q¢'�r O - O N TY N O } O y .O .� �.fT.9 p �y 'pryQLO T 0 N c2 E C @� N+J � 6 6—,gU y73 C N $j c m N TC_'aP O �� T a Q m ro N a m L �� Q p N t� V z: r O gig 0 �u oQV m v mro'y .�.a n V Q °'Egg t°`a�' ma OBI vy E row�� �91' ¢C�a`cn =C'1 E C -9 "ff¢ �r0+ � SO � p OL g z w a m 3 a m a b p p N i m U '$ 8 d e N w O C 4[i in N d c N O c aIt-aLL1 cnit���C'. o�fO�b' (n) 15U-1 J4 WATER -RELATED PROJECT EXPERIENCE We provide project management and acquisition right-of-way services for a number of water related projects involving Levee construction and restoration, reservoirs and flood control. We work closely with project teams to identify and coordinate all right-of-way activities. Our project planning and scheduling assess water related acquisition factors and timelines that may require complex acquisitions, mitigations and coordination with stakeholders and partner agencies. Marysville Ring Levee Project: Managed project and coordinated appraisal, acquisition services, escrow services and land rights support for utility relocations. Obtained permits to enter for environmental surveys if needed, reviewing Legal descriptions to ensure project requirements and develop options to avoid or mitigate impacts to the project schedule. Hamilton City Phase 2B Levee Construction & Restoration Project 2018: Managed delivery of appraisal and acquisition services on behalf of RD 2140. Worked closely with project team to identify and coordinate all right-of-way activities including title reports and developing options to mitigate complex acquisitions and impacts to project schedule_ Sacramento Area Flood Control Agency (SAFCA) 2018: Provided right of way management for various Levee improvement projects. Assisted in the preparation of a right- of-way acquisition plan and project charter for each construction phase. Prepared a baseline scope and managed the acquisition process with the State Department of Water Resources (DWR) and SAFCA. Feather River West Levee Rehabilitation Project: Ensured compliance with US Army Corps of Engineers and Federal Emergency Management Agency requirements. Planned and managed project activities including Land rights analysis, title review; encroachment clearances, acquisition (under possibility of condemnation), title clearance and public outreach. Sites Reservoir Project: Right-of-way consulting services including public outreach: project management; systems development; policy and protocol; initial community engagement, parcel research, field access; public outreach. impact analysis; cost studies; budgeting, risk management and coordinating project teams - engineering, environmental, geotechnicaL. a PROPOSALTO CITY OF SANTA ANA, RFP a.; 25D-135 22 REFERENCES Wt OR HA -L� j. Chino Hills Underground Project - Completed in 2016 Southern California Edison (Edison) Chino, CA Our personneL provided Land research and acquisition support services for this innovative Southern CaLifornia Edison Project, which involved undergrounding of power lines which was an unprecedented, "first -of - its -kind" project in the United States. This project commenced following a CPUC vote to underground high -voltage 500 kV power lines though 3.5-miLes that occupy a 150' right of way through a residential area in Chino Hills. In order to build the underground system safely and eficientLy, our right of way staff was responsible for acquiring the "fee interest" within the 150' right-of-way. Our personnel worked diLigentLy to research and determine the existing and necessary Land rights. In researching Land rights, a variety of research tools and methods were employed. Our personnel performed queries and gathered data utilizing GIS, SAP, Field Inventory Maps (FIM), and other online applications to create reports for management, and prepared land surveys and rights checks. In addition, our team personnel extracted, and managed WMS Work Orders, notifications and various reports in SAP. Our personnel worked closely with property owners to communicate sensitive project information and obtain the necessary Land rights. The schedule was compLeted in 2016. The estimated cost was $240 million. PROPOSALTO CITY OF SANTA ANA. RFP zo 25D-1 36 23 Distribution Integrity Management Program (DIMP) - 2018- 2019 Southern Catifornia Edison Pico Rivera, CA Our team of right of way agents has performed right of way research and project management services for the nation's largest natural gas utility Southern California Gas Company (SoCalGas), located in Pico Rivera, CA as a part of the company's Distribution Integrity Management Program (DIMP). The Distribution Risk Evaluation and Monitoring Systems (DREAMS) capital project was developed to accelerate replacement of early vintage steel and plastic, or non -state-of-the- art (NSOTA) material installed between 1969-1985.Of the NSOTA pipe segments, the DIMP DREAMS capital project places priority on segments utilizing a DREAMS Risk Model. The SoCalGas Pipeline Integrity, Risk & Threat team provides risk assessments of all DIMP segments, which are then categorized into a 5-year priority list. The project is taking place throughout the SoCalGas service territory, from Central California to the U.S./Mexico Border. Last years capital investment target included $60 million for main replacements and $5 million for service replacements. Over ioo miles of main have been replaced since 2014. Our team has performed land and ownership research necessary and easement acquisitions to facilitate the construction, operation and maintenance of pipeline facilities, including but not limited to acquiring property rights through negotiations with property owners, obtaining rights for access on land of various public agencies, managing and preserving existing property rights necessitated by pipeline facility relocations and street vacations, securing encroachment agreements to protect facilities, managing the disposition of property rights no longer necessary or useful to the operation of the utility and determining proposed relocation requests from third parties. Other activities include review routes for new pipelines, property plats, Legal descriptions, permits and engineering drawings. Our team consulted with and provided direction to appraisers, surveyors and Legal consultants. In addition, our team analyzed and made determinations on property rights, determined cost allocation of third - party requests to SoCaLGas to relocate its facilities, and negotiated terms with Landowners and prepared all related agreements. Our personnel has also supported SoCalGas on its Cathodic Protection (CP) projects. Erick Gutierrez and his team determined whether SOCaIGas has sufficient rights to install. CP systems or if there is a need to acquire further rights. Cathodic Protection is an electrochemical means of corrosion control in which the oxidation reaction in a galvanic cell is concentrated at an anode and suppresses corrosion of the cathode in the same cell. PROPOSALTO CITY OF SANTA ANA, RFP 21: 25D-1 37 24 n Line 107 Fremont to Irvington Project - Completed in 2018 Pacific Gas and Electric Company Fremont, CA Pacific Gas and Electric Company replaced a 22- inch pipe with 8.000 feet of 36-inch steel pipe within an existing utility gas and electric transmission line corridor. This project required land rights research and acquisition from twenty landowners and numerous commercial tenants. Agreements for this project involved negotiations and acquisition for temporary construction easements, easement consents, subordination agreements, right of entry agreements, permanent easements, exclusive easement, side agreements and settlement agreements. Notification letters were prepared and forwarded to all Landowners. Our personnel attended, coordinated and/or participated in meetings with the City of Fremont Engineering, Real Estate and Planning, Alameda County Flood Control, and held public meetings to discuss project scope and impacts to the community. Our personnel also, conducted presentations before the City of Fremont City Council, and provided project management services, acquisition services and quality review services for all acquisition documents. Our personnel successfully negotiated and acquired 20 easements/agreements to allow the construction of this project without eminent domain action. Line 107 Mission to Vargas Project - Completed in 2oi6 Pacific Gas and Electric Company Fremont, CA Pacific Gas and Electric Company replaced a 22-inch pipe with 4,000 feet of 36-inch steel pipe. Pacific Gas and Electric Company required the installation of a pipeline traversing down a sparsely populated hillside west of Interstate 680 and the expansion of an existing substation. Upon researching and identifying the necessary land rights, permanent easements were be required from three large landowners. Agreements for this project involved negotiations and acquisition for temporary construction easements, right of entry agreements, permanent easements, exclusive easement, side agreements and settlement agreements. Project was complicated by a property sale to a housing developer and making pipeline realignment changes to address and mitigate conflicts. Notification letters were prepared and forwarded to all Landowners. Various meetings were held with the City of Fremont, Alameda County Flood Control, adjacent Landowners, and public meetings held to discuss the project and presentations were held before the City of Fremont City Council. Delivered the required right of way for 14 parcels along the project corridor on schedule and avoided the need for condemnation services which saved both time and money on the project. All easements/agreements were successfully negotiated to allow the construction of this project. PROPOSALTO CITY OF SANTA ANA, RFP 21: 25D-1 38 �V✓C0�"e SR-91 Corridor improvement Project (91 C!P) - Completed Riverside County Transportation Commission (ROTC) City of Corona, CA This design build project involved approximately 250 residential and business relocations. The project widened 16 miles of active highway through Corona and Riverside County. ROWCO's staff teamed extensively and delivered a large scope of the relocation and acquisition cases. The relocations included complex properties such as hotels, gas stations and restaurants. The team coordinated extensive relocation assistance services and relocation appeals, as a part of project certification. The team was successful delivering the project by managing resources and risk. Michael Romo managed a staff of relocation agents and coordinated relocation efforts with acquisition staff. He ensured quality controls and documentation per agency and regulatory requirements and obtained right-of-way certifications and approvals from RCTC, Caltrans and FHWA. Micole Alfaro relocated a number of businesses including retail, office and heavy industrial uses. He ensured company compliance with relocation laws including Map-21. Janet Parks oversaw the relocation of billboards. Erick Gutierrez prepared cost estimates for the Draft Relocation Impact Report (DRIR) and Final Relocation Impact Report (FRIR). Angelica Luna was the lead for mobile home park relocations and assisted the Risk Management team in identifying and assessing impacts. She prepared certifications for Caltrans on behalf of RCTC. Given the scope of business impacts and anticipated reestablishment costs, it was helpful that after much discussion with RCTC, at the onset of the project the agency increased the business reestablishment assistance limit from $10,000 to $50,000. The increased reestablishment Limit allowed our project team to successfully relocate businesses and minimize financial hardships, and deliver project segments on time. Initially the project schedule was slowed down by the city's business occupancy permit review process, and this resulted in our project team working with a tight schedule. In order to address these delays, our team met regularly in a group meeting with city departments for expedited business occupancy permit reviews. As this was a design build project we had many segments to deliver in a short time frame, and these efforts allowed certification and delivery so segments could proceed to construction. The outcome of the expedited relocations was quicker delivery to construction. PW✓coN'e PRO POSAL TO CITY OF SANTA ANA, RFP 2C- 25D-139 Barton Road Interchange Project - Completed San Bernardino County Transportation Authority (SBCTA), Formerly SAN BAG Grand Terrace, CA The project, in conjunction with associated SBCTA projects completed by our team, included acquisition of over 100 parcels (including 1-215 Bi-County HOV Lane Project, Laurel Street Grade Separation Project), affecting commercial and industrial properties, railroad facilities, major utilities, Local municipalities and outdoor advertising companies. ROWCO personnel teamed extensively for the residential and commercial relocations. As Project Manager, Michael Romo, tracked capital expenditure budgets and right-of-way status and reported to SBCTA; Managed risks and cleared parcels for construction; Updated capital costs estimates; and Managed consultant support services budgets. Micole Alfaro was the business relocation lead. Relocations included retail, restaurant and industrial operations. He coordinated with local agencies and businesses to meet regulatory requirements, secure licenses and obtain occupancy permits. He worked with appraisers to coordinate identification of personal property and trade fixtures to secure moves and acquisition payments. Janet Parks was instrumental in the relocation of cell site and outdoor advertising signs. Angelica Luna ensured project support resources as part of the firm's Project Management Group. Through managing the risk, the team delivered the right-of-way requirements on time. The project was not without its challenges. In particular, one of the business relocations, which involved a veterinary clinic, was challenging because the business operated 24 hours a day and was not able to suffer downtime due to nature of its services. In this case our project delivery team completed a work around allowing the clinic to remain in operation until the replacement location was operational, thereby avoiding expensive delays and legal costs. Our project team worked closely with the City of Grand Terrace to mitigate business relocations_ The city was concerned about losing business in the area as a result of the project. To mitigate this, our project team coordinated with businesses to locate suitable replacement sites within the city Limits. In addition, our team provided SBCTA and City of Grand Terrace with regular business relocation status reports to keep the city informed of the relocation progress. PoIV cO�"e PRO POSAL TO CITY OF SANTA ANA, RFP 2C- 25D-140 R secrans/Marquardt Gr< aration Projeck -- 4..s,Apleted Los Angeles County Metropolitan Authority (Metro) Santa Fe Springs, CA The Rosecrans/Marquardt Grade Separation Project is planned to improve the safety and track flow of the intersection. The grade crossing is traveled by more than 112 freight and passenger trains, and 45.000 vehicles in a 24-hour period. The intersection was identified by the California Public Utilities Commission (CPUC) as one of the most hazardous grade crossings in the state. The grade separation is planned to significantly improve safety, eliminate delays and enhance the environment. ROWCO's team members Michael Roma, former Metro Principle Real. Estate Officer/Project Manager, and Carol Chiodo, former Director of Metro Real Estate Services, worked extensively together in managing the activities of the relocation consultant, including reviewing and approving relocation claims, and ensuring timely delivery of services. In addition, the team assisted with creating Right-of-way schedules, preparing status reports and participating in project team meetings. Ms. Chiodo was also responsible for assuring compliance with FTA guidelines and Caltrans policies and procedures, and assuring compliance with Local. State and Federal Guidelines as they apply to all real estate activities. In addition, she supervised a staff of 10 at Metro, as well as outside consultants. Mr. Porno and Ms. Chiodo have additionally collaborated on the following projects: Metro Purple Line Extension (Beverly Hills), �a co^x ' PROPOSALTO Division 20 PortaL Widening and Turnback, 1-5 North County HOV (Santa CLarita),1-710 Highway Sound Wall Project and Crenshaw LAX Line. Understanding that longer lead times were needed for business relocations, our team began the process of issuing notices of intent to acquire early, to initiate relocation activities. This expedited process allowed our team to clear properties sooner for demolition and kept the project on schedule for construction. In order to mitigate business relocation impacts and the potential for extensive goodwill payments, our team worked with businesses to pay the lessor of rents between the displacement and replacement locations for a reasonable period of time. In addition, the team reviewed goodwill appraisal reports to ensure there was no duplication of payments with relocation assistance. The result of these methods meant the much -needed safety improvements could be implemented expeditiously. CITY OF SANTA ANA, RFP 21: 25D-1 41 HIV cO�"e SCOPE OF SERVICES Establishing and Maintaining Project Controls When PWA issues the Notice to Proceed, our right-of-way team coordinates with PWA for administrative processes and procedures, and we establish a plan to maintain lines of communication to keep PWA informed of real time status and planned activities. Our team Lead works closely with our support team PWXs project managers for the planning and execution of service tasks. We keep PWA informed of the status of services and issues that may affect budget or schedule. We ensure right- of-way is delivered on time through an extensive communication plan that involves daily, weekly and monthly communication amongst our project delivery team. Our team ensures excellent service through a meticulous project management plan that incorporates: p Initiating project requirements in coordination with PWA, including gathering information, clarifying questions, assessing resources and risk, identifying partners and stakeholders, and developing a clear concept of the PWAs goals and objectives. p Planning the implementation of services. In accordance with simple or complex service requirements, we plan and prioritize tasks. We develop a timeLine/schedule to complete tasks on time and as planned while managing risk and maintaining quality controls. p Executing services by managing resources and following detailed implementation plans. In executing tasks, we identify, communicate and manage any risk items, ensure quality controls and keep PWA informed of real time status and planned activities. O Monitoring and controlling services. We monitor tasks that require processing and conduct follow ups as necessary through successful completion. We monitor internal or external service activities. We document and track tasks in a Project Status Report. O Closing services upon successful verified completion. We obtain final acceptance of services to confirm deliverables are achieved. We conduct extensive OA/OC reviews to ensure documents and files are in compliance with applicable Laws and procedures prior to being delivered to PWA. p Informing PWA of Caltrans and FHWA policies, procedures and industry updates that may affect right-of-way delivery. We actively participate in professional organizations and industry events to keep our clients and ourselves informed of key updates. O Delivering outstanding results and customer service through our commitment to PWA. Our team plans, implements and delivers services with clearly defined results. We aim to integrate our services as an effective extension of PWXs programs. While tasks may require more or less planning or execution, our project management -based principles produce quality results and create efficiencies to enhance and accelerate right-of-way services. a PRO POSAL TO CITY of SANTA ANA, RFP 2C- 25D-142 zg Our QA/QC activities include reviewing consultant deliverables, such as confirming PWA has approved just compensation following our appraisal review, ensuring all required services such as Title VI (for an on -system projects) are documented, and closing out acquisition files, among other services. We ensure compliance with the FHWA, State Relocation Assistance Act Policy for Real Estate Acquisition, and the CaLtrans Local Assistance Procedures Manual and Right -Way -Manual. Right-of-way is fraught with unforeseen challenges and inherent risk. Our team -based methods are a key component of proactively managing risk for scope, schedule and budget control, in addition to maintaining a risk register to address impacts that may involve long Lead times prior to or during construction, such as electrical facilities identified in field review for example. Keeping PWA updated on the status of right-of-way capital costs can be a key component of managing risk. As a proposed enhancement, our team can monitor project costs and budgets if necessary. Such activities include: • Tracking and monitoring capital and support costs with programed costs. • Updating budget reports to ensure PWA is prepared for unanticipated costs. • Verifying the validity of programmed costs, enabling PWA to seek additional funding at an earlier stage if necessary. Preparing Reports/Coordinating Surveys We work closely with PWA staff, project managers and consultants to prepare any technical reports, such as Relocation Assistance Plans or Relocation Impact Reports and work with design to develop alternatives where property owners are impacted. We have extensive experience preparing data sheets based on various alternatives to assess any impacts to owners and businesses. We coordinate with appraisers and right-of-way engineers to obtain early access for environmental site analyses (phase i. site assessments), as well as provide access for consultants, obtain permits or coordinate surveys as necessary. Cost Estimating Our team is highly experienced with appraisal principles as defined by the Uniform Standards of Professional Appraisal Practice (USPAP), various approaches to value, as well as estimating the scope of full and partial acquisitions and mitigations to prepare cost estimates. Based upon data provided by the design team, we review right-of-way impacts to property and collect property data, which is used to develop Lists of comparable properties for the preparation of cost estimates/data sheets. Our team ensures right-of-way project costs are properly identified and programmed for any issues that may arise, reducing funding risk and ensuring projects stay on path for delivery. Establishing and Maintaining Records Prior to commencing right-of-way activities, we determine how files are established, accessed and maintained to ensure document and quality control. Files are created for each interest acquired or relocation case. Files include diary entries, document checklists, supporting documents and Title VI information. Our support team maintains a documented review of files on a regular basis. We implement document control procedures integrated with PWA's record keeping systems. We promptly submit to PWA copies of all correspondence, contracts, appraisals, and other records and project related reports. PROPOSALTO CITY OF SANTA ANA. RFP a.; �=4✓co�"e 25D-143 30 Title Review/Coordination Our team are title experts and conduct meticulous title research and review to ensure PWA acquires clear title and /or required property rights, free and clear of liens and encumbrances that may affect future activities. We provide comprehensive title analysis through chain of title, historical research and court records review, enabling PWA to make timely, informed decisions while clearing encumbrances and acquiring land rights. We also work with property owners to resolve title issues involving CCR's, water rights, subsurface rights, railroad title, as well as utility -claimed prior rights. Appraisal Coordination We review and coordinate appraisal services including real property appraisals, review appraisals, and if necessary, goodwill and fixtures and equipment (F&E) appraisals. We work with PWA to develop a report to track appraisal activities including start dates, target completion dates, owner contacts, and submittals to PWA. We ensure reports meet all requirements in accordance with Uniform Standards of Professional Appraisal Practice WSPAP), Uniform Appraisal Standards for Federal Land Acquisitions (Yellow Book), and the Caltrans Right of Way Manual, as appropriate. Preparing/Reviewing Documents We review legal descriptions and plat maps, and prepare all PWA required documents such as contracts, agreements, leases, deeds, re -conveyances and other documents to acquire or dispose of real property interests. Our project Lead prepares all PWA required documents for approval, and ensures appropriate forms are utilized for each acquisition type. All documents are reviewed for quality assurance and control. Once approved, documents are prepared in final format. We are highly meticulous preparing and reviewing right-of-way documents and other instruments used to acquire or vacate interests in real property. Preparing/Coordinating TCEs Temporary Construction Easements (TCEs) that expire prior to or during construction can result in costly schedule delays. For these reasons we verify TCE requirements as part of our QA/QC process and ensure easements are properly formatted and prepared. Prior to making offers, we verify TCE durations are consistent with construction schedules. We assist property owners and businesses with understanding project scopes and addressing concerns regarding ingress and egress, personal property or other concerns. As proposed enhancements, we work with PWA to prepare any possession -in -use agreements and permits -to -enter, in addition to rights -of -entry as effective tools for delivery. Meetings with Displacees and Property Owners Our team builds understanding, trust and cooperation with property owners and public stakeholders. We emphasize proactive communication to build rapport and ensure the success of our services. We ensure property owners are fully informed of acquisition processes. Our professionals are communications experts and ensure expeditious acquisitions, reducing the likelihood of legal activities. We ensure displacees are fully informed of all relocation assistance services such as notices, moving assistance and advisory assistance. Our professionals are sensitive to the diverse needs of displaced persons and perform all relocation assistance in accordance with the Uniform Act, State Act, Caltrans policy and or/FTA regulations as appropriate to ensure successful reestablishment. In these times it is critical to embrace innovation - our team utilizes such alternative methods as electronic signing, video conferencing, mobile notaries and return shipping labels among other services as necessary. L:G otiation and Preparation of Certificates of Acceptance PROPOSALTO 31 CITY OF SANTA .ANA, RFP z% 25D-1 44 Our team is experienced in preparing all documents conveying title, including deeds and certificates of acceptance and negotiating for the purchase, lease, or donation of real property We are communications experts that are sensitive to the needs and concerns of landowners. We ensure effective and expeditious acquisitions through. • Informing property owners of planned project activities and property requirements. a Conducting meetings based upon property owner needs and preferences. + Understanding property owner concerns regarding projects and requirements. • Assisting property owners with understanding why property needs to be acquired, • Working with property owners to resolve concerns and formulate effective solutions. • Negotiating with property owners in good faith, incoordination with PWA, and securing signed agreements. Eminent Domain Coordination When negotiations with property owners have reached an impasse, we are experienced with preparing reports necessary to move eminent domain action forward, which includes preparing and/or reviewing Summaries of Negotiations, Board Reports, Notices of Intent to Adopt a Resolution of Necessity, coordinating ist and znd Level review meetings with property owners (highway projects), coordinating with PWA attorneys and other PWA departments to request deposits of funds with the court, and coordinating with Caltrans, Upon the court's approval of the Order of Possession, we concurrently verify Relocation Notices to Vacate are delivered to property owners and/or tenants if properties are occupied. a PROPOSALTO CITY OF SANTA ANA. RFP 20-09125D-1 45 �a g 25D-146 APPENDIX A TEAM RESUMES 25D-147 Education Bachelor of Science, Business Admin., Cal State University, San Bernardino Licenses) CA RE Broker License, No. 01246o67, Issue 8/26/1g, Exp. 8/25/23 Affiliations Member, International Right of Way Association (IRWA), Chapter i Former Board Member, IRWA Chapter 57 Relocation Assistance Program Chair Experience Initial Year in Industry 1991 As a 25-year industry veteran, Michael Romo is a dedicated and accomplished right of way professional in virtually all aspects of the profession. During the course of his career he has provided technical expertise and administrative guidance for such leading transportation agencies as: the Los Angeles Metropolitan Transportation Authority (LACTMA), the California Department of Transportation (Caltrans), and the County of Riverside. At Caltrans, Mr Romo covered nearly all. aspects of right of way and complex issues to achieve construction delivery. He budgeted, forecasted expenditures and coordinated with Caltrans staff in developing the District Director's annual commitment for contract delivery. As a Relocation Assistance Program Senior, he worked closely with headquarters management reviewing and recommending changes to the industry -standard Right of Way Manual and was involved in reviewing and recommending decisions for the State Relocation Appeals Board. At Overland, Pacific, & Cutler, Mr. Romo consistently spearheaded relocation efforts on major corridor improvement projects involving hundreds of parcels while managing a staff of relocation agents, coordinating relocation efforts with acquisition staff, ensuring quality controls and maintaining documentation for agency and regulatory requirements. When staffing needs exceeded resources in remote project Locations, he routinely volunteered for fieLd assignments and ensured project compliance and delivery. Throughout his career he has worked with constraints and Limited recourses and consistently delivered projects. Mr. Romo sees "the big picture," and understands how right of way fits into an organization and the role it plays in meeting strategic goals and objectives. He and his teams continue to ensure projects are delivered on time, within budget and in compliance with policies, procedures and laws. Some of Mr. Romo s core values are Leading by example, being supportive of staff and listening to others concerns and ideas. He holds regular meetings with staff to discuss current projects issues and has open discussions on process. He Looks to staff to examine the way business is done to seek alternatives, save time and eliminate waste. He has guided a number of industry professionals and imbued those relationships with his sense of quality, reliability and professionalism. Mr. Romo has built relationships with federal and state highway agencies, and county transportation partners such as Los Angeles County Metropolitan Transportation Authority (Metro), the Riverside County Transportation Commission (ROTC), the San Bernardino County Transportation Authority (SBCTA), and local municipal partners, which have played an important role in the successful delivery of their programs_ As President and CEO of The ROW Company Mr. Romo drives the company's vision and Leads by instilling teamwork and professionalism toward peak project delivery. Metro, Rosecrans/Marquardt Grade Separation Project, Santa Fe Springs Worked with closely with property owners in acquiring property, negotiating settlements and initiating condemnation activities through the preparation of notices and Board reports for Resolutions of Necessity. In addition, assisted with creating Right of Way schedules, preparing status reports and attending project team meetings. Worked with Metro assigned attorneys in preparation of eminent domain activities, recommendations to settle administratively with owners, and preparing closed session reports for Board approval. Provided oversight for relocation consultant activities for multiple projects. go PRO POSAL TO CITY of SANTA ANA, RFP 2C- 25D-148 35 Riverside County Transportation Commission (RCTC), SR-gi Corridor Improvement Project Relocation Manager for the project including over 260 relocation parcels. The relocations included residential and complex nonresidential properties involving hotels, gas stations, restaurants, and special type business operations. Managed a staff of relocation agents and coordinated relocation efforts with acquisition staff. Reviewed and approved notices and claims for lead agency for approval. Ensured quality controls were in place and that documentation was maintained for agency and regulatory requirements. Reported project relocation status to the lead agency, obtaining approvals for claims on complex parcels, and special relocation cases where "Housing of Last Resort" was implemented. San Bernardino County Transportation Authority (SBCTA), 1-215 Bi-County HOV Lane, Laurel Street Grade Separation and Barton Road interchange Projects Provided oversight in the delivery of Right of Way, which impacted over too parcels, affecting commercial and industrial properties, railroad facilities, major utilities, Local municipalities, and outdoor advertising companies. Acquired rights from property owners necessary for construction, managing acquisition and relocation staff, reviewing contracts, relocation claims, tracking Right of Way Capital expenditure budgets, tracking progress of the Right of Way efforts, and reporting to SBCTA. Instrumental in continued coordination and management of clearing parceLs for construction. Prepared early acquisition requests and the Request to Acquire Contaminated Property (RACP) report. Managed oversight of Caltrans Design and Right of Way engineering to obtain mapping, designs and updated designs, in coordination with property owner needs. Coordinated federal funding requests. Identified project risks, reported status of delivery, tracked capital budget expenditures, and managed support services budgets. City of Menifee/T.Y. Lin, Interstate 215 at Holland Road Overcrossing Project, Menifee, CA Coordinated with agents, senior analysts, and client to obtain Right of Entry Permits for environmental windshield surveys and geotechnicaL borings. Managed the right of entry work product and worked collaboratively with the client to obtain approvals from property owners on granting Rights of Entry. Additionally, attended weekly conference call meetings with the client to discuss right of way needs. City of Bakersfield, Centennial Improvement Project Relocation Manager for the project including over zoo parcels. The relocations included both residential and complex nonresidential properties involving shopping centers and special type business operations. Managed a staff of relocation agents and coordinated relocation efforts with acquisition staff. Project Manager, Los Angeles County Metropolitan Transportation Authority (METRO) 2o16 - 2018 Senior Project Manager, Overland, Pacific & Cutler Inc. 2012 - 2oi6 Principal Real Property Agent, County of Riverside Economic Development Agency 2010 - 2012 Associate & Senior Right of Way Agent, Caltrans District 8, San Bernardino 1991- zalo IRWA Courses: 104 - Standards of Practice for the R/W Profession 105 - The Uniform Act Executive Summary 200 - Principles of Real Estate Negotiations 202 - Interpersonal Relations of Real Estate Acquisition 205 - Bargaining Negotiations 301- Leadership Skills for ROW Professionals 400 - Principles of Real Estate Appraisals 403 - Easement Valuation 421- The Valuation of Partial Acquisitions 502 - Business Relocation 503 - Mobile Home Relocation IRWA (continued) 7oi - Property/Asset Management, Leasing 5oi - Residential Relocation Assistance 800 - Principles of Real Estate Law 802 - Legal Aspects of Easements 803 - Eminent Domain Law Basics goo - Principles of RE Engineering National Highway Institute - FHWA: Residential Relocation Business Relocation Advanced Relocation 504 - Computing Replacement Housing Payments Appraisal Institute: 505 - Advanced Relocation Assistance I (Residential) Appraisal Principles 606 - The Environmental Process Other Coursework: Extensive Real Estate Coursework PROPOSALTO CITY OF SANTA ANA, RFP 2C- 25D-149 �lV c0�"e 36 I V/ E w A I h L r 25D-150 Q�W e WON m 47'QE 4 C E Q t6 p a J T E d Education Bachelor of Arts, Journalism, Cal State University, Fullerton Master of Business, Redlands University (Coursework) Licenses) CA RE License No. Oi746628, Issue 4/19/06, Exp. 4/17/20 Affiliations Senior Right of Way Professional, IRWA Member International Right of Way Association (IRWA), Chapter i Contributing Writer, IRWA Chapter i Newsletter Experience Initial Year in Industry 2009 MicoLe Alfaro is an experienced IRWA-certified senior right of way professional with 10 years of right of way, relocation and acquisition analysis, mitigation, utility relocation and relocation assistance experience. Throughout his career he has been instrumental in the delivery of relocation and acquisition projects and has developed expertise in such critical processes as property negotiations, contract administration and eminent domain coordination with attorneys. Mr. Alfam is an exceptional communicator with previous experience as a Public Information Officer California Department of Transportation (Caltrans). At Caltrans he Led public relations efforts of major corridor projects and worked with closely right of way staff and transportation partners to improve safety and mobility across the region. Mr. Alfaro has worked closely with community organizations, agencies, municipal partners, news media, and the public. He is specialized navigating the most difficult project challenges, while building public confidence and trust. He is actively involved in the company's planning, operations, marketing, communications, project delivery, and strategic growth. Riverside County Transportation Commission, SR-91 Corridor Improvement Project Provided relocation and advisory assistance including move planning, tenant and homeowner interviews, administering relocation claims and conducting replacement housing valuations. As the lead business agent on the project, worked extensively with businesses to plan moves and assist in the relocation of business establishments and personal property. Worked with contractors to facilitate specialized moves. Ensured company compliance with changes to relocation laws including Map-2i. Performed partial and complex commercial acquisitions and participated in planning and mitigation strategy meetings. Analyzed complex real estate appraisals, coordinated with appraisers, prepared offer letters, purchase agreements, and contracts. Negotiated with property owners, and prepared administrative settlement recommendations. Participated in administrative review meetings with Caltrans representatives, agency staff, and property owners. City of Grand Terrace 1-215/Barton Road Interchange Improvement Project Relocated businesses, including retail, restaurant and industrial operations. Conducted interviews, planned moves, provided referrals to replacement sites, and prepared relocation assistance claims. Coordinated with local agencies and businesses to meet regulatory requirements, secure Licenses and obtain occupancy permits. Worked with appraisers to coordinate identification of personal property and trade fixtures. Performed partial and complex commercial acquisitions and participated in planning and mitigation strategy meetings. Analyzed complex real estate appraisals, coordinated with appraisers, prepared offer Letters, purchase agreements and agreements. Negotiated with property owners, and prepared administrative settlement recommendations. Participated in administrative review meetings with Caltrans representatives, agency staff and property owners. Attended project meetings with government agencies for senior project management. PROPOSALTO CITY OF SANTA ANA, RFP a.; �=4✓co�"e 25D-151 38 Affirmed Housing Group, Inc.,12003 S. Main St. Project, Los Angeles Coordinated relocation assistance services for eligible displacees and Section 8 households. Managed such projects tasks as: tenant interviews, move planning, benefits administration, contract preparation, move coordination and replacement site inspection. Work with displaced persons in successfully navigating the relocation landscape. Work was coordinated in conjunction with extensive file review, documentation and compliance with applicable state and local guidelines. Prepared written recommendations for relocation assistance. San Francisco Municipal Transportation Authority, Central Subway Project Provided residential and non-residential relocation assistance and advisory services under Federal (FTA) Regulations under eminent domain to support the construction of the project's subway transportation project. Participated in policy meetings with agency staff, management, and the city attorney's office. Prepared relocation project briefings on behalf of the project's program director for meetings with key city and government agency officials. Prepared relocation impact study and last resort housing plan for SFMTA in compliance with the Uniform Act to mitigate relocation challenges. City of San Pablo Mobile Home Redevelopment Project Assisted in the relocation of one of the city's largest mobile home parks under redevelopment. Services included move planning, owner interviews, negotiations and claim recommendation and preparation in compliance with State regulations. Researched and provided referrals to replacement sites, and acted as a liaison between agency, residents, landlords and realtors. Provided property management services and conducted inspections to ensure vacate requirements and ensure park and resident safety. Southern California Gas Company, Distribution Integrity Management Program (DIMP) Performed land rights research and permanent easement acquisition services, utilizing a variety of research tools and methods, including GIS, Real Quest, Land Vision, PDMS and other applications. Reviewed documents including deeds, tract maps and other documents to acquire Land rights and enable SoCaLGas to conduct its pipeline replacement activities throughout its service territory, in accordance with public utility commission requirements. Coordinated with property owners, SoCaL Gas staff, management, surveyors and planners to research and deliver necessary land rights. Prepared, coordinated and administered contracts in compliance with company standards. Prepared Right of Way Impact Reports These projects were performed under Caltrans guidelines: North County Corridor Project, Centennial Corridor Project (City of Bakersfield), SR-91 CIP Project (City of Corona), 1-710 Widening Project (Long Beach), SR-91 Widening Project (City of Fullerton), Rosedale Widening Project (City of Bakersfield). Land Advisor, Bender Rosenthal, Inc., 2018-2019 Senior Consultant, Autotemp, Inc., 2018-2019 Public Information Officer, Caltrans District 7, 2015-2017 Senior Right of Way Agent, Overland, Pacific & Cutter, Inc., 2011-2015 Senior Right of Way Agent, Universal Feld Services, Inc., 2010-20Y1 Associate Right of Way Agent, Paragon Partners Ltd., 2008-2010 IRWA Courses: 100 - Principles of Land Acquisition 104 - Standards of Practice for the R/W Profession 105 - The Uniform Act Executive Summary 200 - Principles of Real Estate Negotiations 203 - Alternative Dispute Resolution 213 - Conflict Management 400 - Principles of Real Estate Appraisals 421- The Valuation of Partial Acquisitions 600 - Environmental Awareness a PRO POSAL TO CITY OF SANTA ANA, RFP 2C- 603 - Understanding Environmental Contamination 604 - Environmental Due Diligence 700 - Intro to Property/Asset Mngt. 800 - Principles of Real Estate Law 802 - Legal Aspects of Easements goo - Principles of Real Estate Engineering got - Engineering Plan Development & Application Other Coursework: Extensive Real Estate Coursework Uniform Act Relocation Assistance Training 25D-152 39 ;\ / \ _ WON k _a \ c V oIra — �� e !I ' E », > 2 )(31 ® & 2 Q ' 0 \\ o E �\ >\\ , - {§! ■. ! } / % E )\ wu - 7 6 }i k7; _ ( \/{ �ru ` \\ R 2 \) ) 2 -C \ ( (E t ( ■ 0 'E � J /75 A7 fk . / 25D.152 Education B.S. Degree, Recreation Administration, California State University, Northridge Graduate Studies, Public Administration, California State University, Northridge Paralegal Certificate, California State University, Los Angeles Experience Initial Year in Industry 1987 As a 32-year industry veteran, Carol Chiodo has established a history of directing right of way programs and delivering projects for public agencies throughout the Southern California region. She has completed thousands of parcel acquisitions and relocations over the course of her tenure and ensures the utmost quality and control of our programs and project delivery. Community Redevelopment Agency of Los Angeles, Real Estate Acquisition and Relocation Manager 2008-201.9 Responsible for real estate activities including: acquisition, negotiation, sale of surplus property, title clearances and relocation activities; assure compliance with all environmental requirements; assure compliance with local. State and Federal Guidelines (Uniform Relocation Act) as they apply to appraisal, acquisition, relocation and related activities; make presentations to community groups, Board of Directors; supervise the acquisition and disposition of property as well as all associated relocation activities; conduct community meetings: supervise train and evaluate real estate staff; prepare and manage contracts for outside consultants; update policies and procedures manuals. Los Angeles County Metro, Director, Real Estate Services 203.2-May 2018 Responsible for real estate activities which include: environmental compliance, acquisition, negotiation, title and escrow, and relocation activities; assure compliance with FTA guidelines and Caltrans policies and procedures; assure compliance with local, State and Federal Guidelines (Uniform Relocation Act) as they apply to all real estate activities; supervise staff of io as well as outside consultants. City of Temecula, Real Estate Manager (Interim Position) 2005-2008 Responsible for appraisal (full and part -take). appraisal review, acquisition, negotiation, title clearances and escrow, sale of surplus property, leasing, relocation and contracting for public works and redevelopment projects; assure compliance with environmental requirements; coordinate with Public Works Dept. on street widenings, street vacations, sale of surplus property and utility relocations; prepared policy manual for real estate activities; implemented local, State and Federal Guidelines (Uniform Relocation Act) for real estate activities; coordinated with Caltrans on construction of new City off ramp and other highway projects; prepare and manage contracts for outside consultants; draft policies and procedures manual. City of San Diego, Deputy Director, Real Estate Assets Dept. 2002-2005 Responsible for all City real estate activities and Redevelopment Agency as it relates to: appraisal, acquisition, negotiations, title and escrow, sale of surplus property, relocation, condemnation, leasing of over 700 City owned properties and property management: assured compliance with all environmental requirements; supervised and trained staff, prepared budgets and schedules for projects; coordinated with Caltrans on road projects; implemented local, State and Federal Guidelines (Uniform Relocation Act); supervised and evaluated staff of 27; prepared and managed contracts for outside consultants: coordinated activities with departments and outside agencies, made presentations to City Council and general public. FROPOSALTO CITY OF SANTA ANA. RFF zC �=4✓co�"e 25D-154 41 City of Riverside, Riverside, California, Real Estate Manager 2001-2002 Responsible for all City and Redevelopment Agency projects as it relates to the appraisal, negotiations, acquisition (full and part -takes, easements), relocation and condemnation of properties required for projects; leasing and property management; assured environmental compliance; supervised and trained staff; implemented Local. State and Federal Guidelines (Uniform Relocation Act) and laws as they apply to associated real estate activities; coordinated extensively with CaLtrans on public works projects. Universal Field Services, Pasadena, California, Regional Manager 2000-2001 Provided real estate services to multiple public agencies (cities, redevelopment agencies, school districts, utility companies) which include appraisals, negotiations/acquisition, relocation planning; prepared Relocation Plans; implemented local State and Federal Guidelines (Uniform Act) as they apply to appraisal, acquisition, title clearances and escrow and relocation; coordinated with Caltrans on road projects; drafted policies and procedures manuals for agencies; prepared project budget for services provided, litigation support, community meetings; budget preparation; supervised staff. Redevelopment Agency of the City of San Jose, Real Estate Manager 1997- 2000 Managed all real estate activities including: appraisal, negotiations, title clearances and escrow, acquisition, disposition, relocation, condemnation, leasing, contracting for real estate services; implemented Local State and Federal Guidelines (Uniform Act) as they apply to appraisal, acquisition and relocation as well as Community Redevelopment law; drafted relocation regulations for Agency; made presentations to Board; assured environmental compliance; conducted extensive community meetings and outreach; contracted with and managed outside consultants; prepared budget for all real estate projects. City of Pasadena, Real Property Manager 1993-1997 Managed all real estate activities for the City and Redevelopment Agency including: appraisal and review appraisals, title reports, negotiations, acquisitions, escrows, sale of surplus property, leasing, property management, relocation, condemnation of property for City and Commission; street vacations, had responsibility for the implementation of relocation regulations; implemented local State and Federal Guidelines (Uniform Act) as they apply to acquisition and relocation; prepared budget as it pertained to real estate activities; developed Land inventory system, assured compliance with environmental requirements; serviced as project manager as well as member of the redevelopment project team, made presentations to City Council, various committees as well as general public. Metropolitan Water District, Principal Real Estate Representative 1991-1993 Managed appraisaL/acquisition, relocation sections: served as member of property team with various departments; responsible for appraisal of properties and oversight of appraisal reviews; responsible for all real estate activities which included acquisition, negotiations, escrows, condemnation, relocation of residential and business owners for reservoir project; implementation of Local State and Federal Guidelines (Uniform Act) as they apply to acquisition and relocation; assisted engineering section on the realignment and vacation of roads; made presentations to Board, conducted community meetings and outreach programs; budget preparation for real estate division. Los Angeles Unified School District, Principal Realty Agent 1987-1991 Managed real estate section, responsible for: appraisal, acquisition, negotiations, escrows, title clearances, condemnation of property; implemented local State and Federal Guidelines (Uniform Act) as they apply to appraisal, acquisition and relocation and related activities; site selection and analyses; feasibility studies, including environmental reports, site assessments; oral and written presentations to Board; extensive community outreach programs; relocation of both business and residential displacees; served as project coordinator with various other departments; budget preparation; budget preparation; managed contracts with outside consultants; supervised and evaluated staff. USPAP Standards Appraisal Review Seminar Loss of Goodwill Seminar Litigation Seminar Subdivision Seminar 101. 400, 401- 403, 500, 501 502. 802,902, boo, 603, 700, 701 Community Redevelopment Assoc. (CRA) Courses: Overview of Redevelopment Redevelopment Law Relocation Assistance PROPOSALTO CITY OF SANTA ANA, RFP zo- ��oMe 25D-155 42 Education Coursework, Cal State Sacramento,1988 Management Certificate 1993 Telecommunications Technology Certificate -1gg4 License(s) CA RE License, No. 01861291, Issue 3126/09, Exp. 3/25/21 Member International Right of Way Association (IRWA) Affiliations Senior Right of Way Professional (SRWA) (R/W-NAC) Region 1 Chair 2018 -Present Vice Chair - IEUC 2016 Past President 2012/2013, IRWA Chapter 27 IRWA Professional of the Year 2010 and 2011 International Electric Utilities Vice Chair, 2015 - 2016 CA Notary Public Experience Initial Year in Industry 1971 Extensive experience securing easement and fee property for California utilities and municipalities. Managed right-of-way, engineering of public works projects that required relocation of telecommunication/electric facilities, contract administration, right of way and structure access organizations for two telecommunications companies, collaborated with senior management and staff to develop service footprint for AT&T and Consolidated Communications, managed construction contracts valued in excess of $18 million, formulated and administered capital and expense budgets for Right of Way department and been directly accountable for development of Access databases for tracking and retrieval of rights of way, permits, joint pole and structure access applications from telecommunication carriers. Coordinated and directed power pole replacement and rearrangement, ensuring compliance with GO 95; implemented processes for Outside Plant Engineering and Construction, improving work flow efficiency; trained, supervised and developed up to fifty first Level managers and administrative personnel in support of Construction and Engineering for thirty-two counties: and facilitated evaluation, investigation and resolution of municipal issues. I have also managed several high-profiLe ROW projects across private land, have also directed government projects requiring facility relocations per Franchise and/or Tariffs. I advise on The Federal Highway Uniform Act, Utility Relocation Policy and Tariffs; maintained records regarding grant of easements, researched land rights, permits and other ROW related documentation; facilitated the acquisition of electrical permitting, traffic control, building permits, inspection of construction projects; processed requests for pole and conduit agreements, pole applications, collocation applications, and cell site and conduit applications; processed billing and collections for Leases, licenses and permits; served as single point -of -contact for all structure access activity with municipalities, utilities and CaLtrans projects; collaborated with Legal and External Affairs staff on legal issues; designed and managed data imaging system for right-of-way and structure licensing department; and coordinated with local public officials to resolve/mitigate issues. a PRO POSAL TO CITY OF SANTA ANA, RFP 2o- 25D-156 43 Right of Way Services for South Main Street and Soda Bay Road Corridor Improvement Project, Lakeport, CA (2017 -201g) Acquisition Manager for 55 partial acquisitions along project corridor for Lake County's project to construct sidewalks and roadway enhancements to improve connectivity within the community. Right of Way Services of the New GCL New Energy, Inc. (2029) Identify, research, and acquire LeasehoLd and/or fee interest sites to develop energy storage facilities for electric companies in Northern and Southern California. POWER ENGINEERS, INC. (2019) Provide Tower Space Lease Services to assist Trans Bay Cable for redundant capability in the San Francisco Bay Area. The service included research of microwave sites provided by Power Engineers, review and/or preparation of required easements, agreements, identification of other required permits required for the development of antenna installation. Interchange at State Route 12o and McKinley, Manteca, CA (2o162018) Acquisition Manager for the acquisition of full and partial acquisitions from 23 property owners to construct a new facility for the City of Manteca. Project includes the relocation of ten households and a veterinary clinic. California HighSpeed Rail Project, Central Valley Section, Fresno to Corcoran, CA, (20152018) Acquisition Manager for the acquisition and relocation team acquiring permanent and temporary easements for the highspeed rail corridor through the central valley. Acquisition have included multiple Land use types include agricultural, industrial, commercial, and residential. Relocations to date have included multiple households, restaurants, businesses, and governmental facilities. Marysville Ring Levee Project - 2018 Project Manage appraisal, acquisition services, escrow services and Land Rights support for utility relocations. Maintain organized, accurate records and disseminating vital status information is fundamental for efficient project implementation. Works closely with the project team to identify and coordinate all right of way activities including obtaining permits to enter for environmental surveys if needed, reviewing legal descriptions to assure they meet project requirements and develop options to avoid or mitigate impacts to the project schedule. Hamilton City Phase 2B Levee Construction & Restoration Project 2018 Project Manage the delivery of appraisal and acquisition services on behalf of RD 2140. Work closely with the project team to identify and coordinate all right of way activities including the ordering title reports and developing options to avoid or mitigate impacts to the project schedule. Property interests to be acquired are complex and is working with sensitive property owners. Sacramento Area Flood Control Agency (SAFCA) 2018 Provide Right of Way Management services for various levee improvement projects. Asist in the preparation of a clear right of way acquisition plan and project charter for each construction phase. Prepare a baseline scope and manage the acquisition process with the State Department of Water Resources (DWR) and SAFCA. Director of Right of Way Services, Bender Rosenthal, Inc. 2010-2019 Director, Right of Way/Contract Admin. Services, 2004-2009, Consolidated Comm. (Formerly SureWest) Director, Right of Way / Engineering, 1971-2004, AT&T (formerly PacBeLL, SBC) a PRO POSAL TO CITY OF SANTA ANA, RFP 2C- 25D-157 44 \ . } ! \ $ / � m � ) \ § $16 E. § � «k � #2. �!u 12 .�� ]� ,,! 25D.158 Education Bachelor of Arts, Economics. Political Science, University of California, Davis Licenses) Senior Right of Way Professional (SR/WA) • CA RE Broker License No. 01780060 Affiliations President, International Right -of -Way Association Chapter 27 International Right of Way Association - CLIMB -Certified Instructor Mr. McDonald's experience as an infrastructure real estate professional has encompassed all aspects of project delivery and Land management, including project planning; project management; public engagement; valuation: negotiation; acquisition; relocation: title; escrow: Land rights; and asset management. He is responsible for overseeing, managing, and coordinating the acquisition of real property, the relocation of displaced persons and property; and the management of real property assets. Conner has planned, purchased, and managed the necessary right of way for public and private projects as diverse as the the Feather River West Levee Rehabilitation Project; the Sites Reservoir Project; Nevada County's Newtown Road Widening Project and the California High -Speed Rail Project. With his varied and extensive right-of-way experience, Conner has served on numerous Project Delivery Teams to ensure timely delivery of the necessary right of way and prudent management of the real estate assets. He has served as an industry leader with the International Right of Way Association for the past decade and is currently President of IRWA Chapter 27; Chair of the International Public Agency Committee: and an IRWA-Certified Instructor. Mr. McDonald has had extensive participation in the IRWA at the Local, regional and international Levels, and has twice been named Chapter 27 Professional of the Yeac Since 2017, Mr. McDonald has provided right-of-way consulting services in support of the initial. phases of the Sites Project Authority's project development process, including public outreach: right-of-way project management; systems development: and right-of-way policy and protocol. Conner has worked with the Project on efforts ranging from initial community engagement to procedure development; and parcel research to field access, including: property owner liaison and public outreach; stakeholder engagement, real-estate and right-of-way engagement strategy and execution, real estate policy and protocol development in support of near -term Land access for project development activities, and long-term acquisition for project delivery, impact analysis, cost studies; budgeting, risk management, coordination of project teams - engineering, environmental, geotechnical. California High -Speed Rail Project, Asset Management Lead, Senior Right -of -Way Agent For over seven years, Mr. McDonald provided right-of-way consulting services for all phases of the project process, including planning; public outreach, project management, valuation; negotiation; acquisition, relocation; leasing; and property management. From initial parcel research through property management, Mr. McDonald oversaw and executed right-of-way services for all stages of the project, including: property owner Liaison and public outreach; stakeholder engagement, negotiation, acquisition, and documentation of the real property transaction (under possibility of condemnation), title, escrow, closing; clearing recorded and unrecorded encumbrances; addressing encroachments, relocation of Displaced Persons, Businesses, and Property; utility coordination, coordination of project teams - survey, engineering, environmental, construction PRO POSAL TO CITY of SANTA ANA, RFP 2C- 25D-159 46 Feather River West Levee Rehabilitation Project, Senior Right -of -Way Agent The Feather River West Levee Project was tasked with reconstructing 46 miles of existing levee infrastructure to improve public safety and ensure that California's flood control system is in compliance with the requirements of the US Army Corps of Engineers and the Federal Emergency Management Agency. Assigned as a Lead Agent, Mr. McDonald participated in project planning and management; parcel research; examination of land rights; review of title reports; valuation; appraisal analysis; acquisitions; relocations; title and escrow, and was involved in the entire right-of-way lifecycle from initial parcel identification to closing, providing the following services: land management analysis of existing rights: title review: clearance of encroachments. negotiation, acquisition. and documentation of the real property transaction (under possibility of condemnation), clearance of title encumbrances, property owner Liaison and public outreach. Newtown Road Widening/Class II Bike Corridor Project, Senior Right -of -Way Agent As a narrow, two-lane, rural roadway with Limited site distance, and without shoulders, Newtown Road suffered from a higher -than -average county accident rate. $1.68M was allocated to improve the safety of Newtown Road by widening shoulders; enhancing site distance and visibility; improving drainage; and adding Class II Bicycle Lanes. The project required partial acquisition from both residential and commercial parcels. Mr. McDonald participated in project planning and management; parcel research; examination of Land rights; review of title reports; valuation support; appraisal review; negotiations; acquisitions; escrow; and close-out. Funding for this project was Federal, and the project was performed in compliance with Caltrans Policy, Nevada County Guidelines, and the Federal Uniform Act. Lincoln Boulevard Sidewalk Improvement Project, Acquisition Agent, Valuation Lead Lincoln Boulevard is the primary corridor connecting the urban core of OroviLLe CA to the suburban and rural communities to the south_ With high vehicle speeds, no sidewalk, and heavy pedestrian traffic, the roadway exhibited higher than average accident rates. In 2009, the County of Butte was awarded $900,000 by the Federal Highway Administration, as a Highway Safety Improvement Program (HSIP) Grant for the construction of safety improvements on Lincoln Boulevard. The right-of-way phase of this project affected 48 residential, commercial, agricultural, and mixed -use parcels. Mr. McDonald was assigned as the Valuation Lead for this project, and oversaw the valuation of all. 48 parcels, in compliance with the Uniform Act and Caltrans Policy. As Valuation Lead, Mr McDonald participated in project planning; team coordination; and line -list development: and oversaw the completion of all 48 valuations from start to finish. Following the valuation stage, Mr McDonald was responsible for the acquisition of the affected parcels. Lines 300 A & B - Hydrostatic Testing Project - Pacific Gas and Electric Company, Right -of -Way Agent As the integral backbone of Pacific Gas and Electric Company's gas transmission infrastructure, Transmission Lines 300A and 300B convey natural gas from Mojave CA, through Bakersfield and KettLeman City, and on to PG&E's service area across all of Northern California. These dual 34-Inch pipelines carry aLL of the natural gas needed to supply PG&E's Northern California Customers. The 2017 tests of Lines 300A and 300B would be a rarely -attempted effort to test over 127 miles of pipeline at once. To accomplish this, a large-scale, concerted effort was needed to notify and coordinate Landowners, and secure the necessary Land rights for the project. Mr. McDonald was at the forefront of this effort for over 11 months, ensuring all. land issues were addressed to allow the hydrotesting teams to seamlessLy conduct their work. The project was recognized as an unparalleled success for the company, with a11127• miles being successfully tested over a 4-month timeframe. Due to the Right -of -Way Team's unprecedented efforts to address all Land issues thoroughly, and in record time, field crews were able to execute one of the largest hydrotesting efforts in PG&E's history. Iowa Hill Surplus Land Disposition Project, Project Manager With surplus land, from a discontinued hydroelectric project, in its excess inventory for over 40 years, the Sacramento Municipal Utility District made the decision to dispose of the Land. Mr. McDonald oversaw the process development for the marketing and sale of the 14 parcels in EL Dorado County, totaling approximately 98 Acres. Despite a remote Location, no utilities, primitive access, and limited nearby development, within six months of plan implementation by Mr. McDonald, approximately one quarter of the parcels were sold, well ahead of the anticipated schedule. go PRO POSAL TO CITY OF SANTA ANA, RFP 2C- 25D-160 47 Education Public Administration, California State University, San Bernardino Associated Arts, Saddleback College, Mission Viejo Licenses) CA RE License No. 00759374. Issue 11/15179. Exp. 12/09/20 Affiliations Senior Member, International Right of Way Association (IRWA) Region 1 Chairman (Region: California, Arizona, and Nevada) Intemational Governing Council, 2014-2016 IGC Work Group Establishment Committee/Liaison to the Relocation Committee Executive Finance Committee 2013 Past member Intemational Asset Management Committee Past Chairman of Principals, Economic Development Agency Speaker, CLE International Experience Initial Year in Industry 1979 As Acquisition Manager for ROWCO, Ms. Parks is responsible for acquisition project management. She has extensive experience in negotiations, acquisition, and property management for public agencies and the private sector. Ms. Parks is knowledgeable of federal, state, and local laws, regulations, and policies related to eminent domain, easements, rights of entry, real estate title, and other right of way technical and legal activities. She has experience working with the County Board of Supervisors for Riverside and San Bernardino Counties, Directors of major Departments and Agencies, and working with Public Works Directors for cities within Riverside and San Bernardino County, City of Moreno Valley and the City of Garden Grove. Ms. Parks has proven management experience and has extensively managed large state highway projects. San Bernardino County Transportation Authority (SBCTA), 1-215 Bi-County HOV GAP Closure Project Federally funded project which included the acquisition of 26 ownerships. Complex Billboard and Railroad issues. This project was for 7.5 miles of High Occupancy Vehicle Lane. Laurel Street Grade Separation. Included the acquisition of 15 ownerships for a grade separation project involving Burlington Northern Santa Fe Railway (BNSF). Barton Road Project. Included the acquisition of 50 parcels for the road improvement project. Riverside County Transportation Commission (RCT0,1-215 Central Project Provided project management and oversight for the acquisition of 19 Parcels, for the reconfiguration of SR-74/1-215 Interchange. The project also included utility relocations. SR-gi CIP Project. This high profile, politically sensitive project involves over 450 partial and full acquisitions with varying degrees of difficulty and approximately 250 residential and business relocations. This design build project will widen approximately 16 miles of active highway through the urbanized area of Corona and the County of Riverside. As Senior Project Manager, responsible for the acquisition of very complex business parcels, including a mobile home park and others requiring complex mitigation in order to remain at site, as well as acquisition and relocation of 10 billboards, complex railroad parcels, and parcels owned by the Riverside County Flood Control. a PRO POSAL TO CITY of SANTA ANA, RFP 2C- 25D-161 48 Riverside County Transportation Department (RCTD) Fred Waring Drive Improvement Project This project along Fred Waring Drive involved a County Road Corridor, with Riverside County on one side of the roadway and the City of La Quinta on the other side of the roadway. Provided project management for appraisal, acquisition, and escrow services for 40 parcels and was responsible for delivery of the project within a short timeframe. While the parcel acquisitions were not complex in nature, and consisted of mainly temporary construction easements, the project was extremely complex. City of Rialto, Ayata, Cactus, Pepper Avenue, Miro Avenue, Baseline/Maple Avenue and Riverside Avenue Projects Provided project management and oversight for the acquisition of 24 parcels for six road improvement projects which included working with 4 utility companies. City of Riverside Interim Property Manager. Interim Property Manager of the Real Estate Division. Provided oversight on in-house transportation projects including three major grade separation projects (Riverside Avenue, Streeter Avenue, and Columbia) and the Van Buren Boulevard/gi Project. Also involved with Redevelopment Relocation Projects and Utility Projects. City of Jurupa Valley Limonite Avenue Project. Provided project management and oversight for the acquisition of 12 parcels for the road improvement project. City of Needles Needles 1/40 Project. Provided project management and oversight for the acquisition of 22 parcels for the road improvement project. City of Garden Grove Provided Real Property Services as a Senior Project Manager for all real estate matters. City of Moreno Valley Provided Real Property Services as a Senior Project Manager for all real estate matters. Economic Development Manager/Real Property Manager County of Riverside Economic Development Agency Supervising Real Property Agent County of Riverside Senior Real Property Agent County of Riverside and Riverside County Flood Control and Water Conservation District IRWA Courses: 103 - Ethics and the Right of Way Profession 209 - Negotiating Effectively Diverse Clientele 213 - Conflict Management 215 - R/W Agent's Development Program 403 - Easement Valuation 407 - Valuation of Contaminated Properties 501- Residential Relocation Assistance 502 - Business Relocation 503 - Mobile Home Relocation 600 - Intro. to Environmental Issues 700 - Intro. to Property Management 701- Property Management Leasing 703 - Real Property/Asset Management Boo - Principles of Real Estate Law 801- United States Land Titles goo - Principles of Real Estate Engineering PRO POSAL TO CITY OF SANTA ANA, RFP 2C- �=4✓co�"e 25D-162 49 p l0 L d � C RT U Q1 y U ro 25D-163 m 49' i a \ ¢c2 tgC w L T N G o " �a rn m � VV � 4 dam« J� T Education Associate of Applied Science, Electronics, DeVry University, Pomona, CA.1gg2 Bachelor of Theology, The Master's Seminary, Sun Valley, CA (in progress) Licenses) CA RE License No. 01357184. Issue 10/23/02 Exp_ 10/22/22 AffiLiations Member, International Right of Way Association (IRWA), Chapter 1 Experience Initial Year in Industry 2002 Mr. Gutierrez is responsible for negotiating complex acquisitions, as well as escalated complex case files. He negotiates and assists in negotiation with property owners, mortgage holders, corporations, executors, and/or their attorneys or representatives to obtain rights of way for projects, either private or public, by easement, fee purchase, dedication, or stipulation, and in matters relating to purchase, lease, or disposal of real property. Mr. Gutierrez is proficient in calculating land valuations and analyzing appraisals for use in negotiated acquisitions, sales, leases, or condemnation suits. He also prepares and verifies deeds, reconveyances, agreements, maps, and other documents involving property rights. Mr. Gutierrez has knowledge of federal, state, and Caltrans procedures, and experience with policies related to eminent domain, easements, rights of entry, and real estate title. Southern Califamia Gas Company (SOCaLGas), Various Projects The projects include capital improvement, operation and maintenance projects from SoCaI.Gas' Major Transmission Operations, and Pipeline Integrity Planning divisions. Acting as the Lead in-house OPC Project Manager liaison and Land Advisor providing right of way consultation and support to SoCaLGas' Land & Right of Way Department. Responsible for supporting division project and construction managers, providing project management, researching land rights, acquiring real property and land rights, overseeing of staff, and coordinating with title company. North -South Project. This project is for a new 65-mile, 36-inch diameter transmission pipeline, beginning at the Adelanto Compressor Station in the City of AdeLanto and running south through the San Bernardino National Forest, and ending at the Moreno Pressure Limiting Station in the City of Moreno Valley. Acting as the Lead in- house liaison and Project Manager providing right of way consultation and support to SoCalGas' Land & Right of Way Department. Responsible for project management, land rights and real property acquisitions, overseeing of acquisition agents, and title company coordination. San Bernardino County Transportation Authority (SBCTA), 1-15/1-215 Devore Interchange Improvements Project This high profile, politically sensitive design build project involves over i00 partial and full acquisitions with varying degrees of difficuLty including rail properties. The project also requires residential and business relocations. The project will include Truck bypass lanes to improve traffic flow along this major freight corridor. 1-15 is designated as a Corridor of National Significance, is a critical bottleneck for the region, and was named the highest short- term priority in the Interstate 15 Comprehensive Corridor Study prepared for SBCTA. Caltrans, and the Southern California Association of Governments in 2006. As acting Acquisition Manager, responsibilities included overseeing right of way agents and the acquisition of real property; coordination, preparation, and delivery of Caltrans right of way certification; title clearance; and condemnation support. Tippecanoe Interchange Improvement. Capital improvement project to reconstruct the interchange and add auxiliary Lanes to Interstate 1-10 at Tippecanoe Avenue in the County of San Bernardino, California. Responsible for the acquisition of real property, presentation of offer packages to owners, escrow coordination, and assistance with close of escrows. Senior acquisition agent providing right of way services that included g complex acquisitions. PRO POSAL TO CITY OF SANTA ANA, RFP 2C- PolvcoN'e 25D-164 51 City of Moreno Valley, SR-60 @a Moreno Beach Drive Interchange and Overcrossing Improvements Replaced and widened the existing overcrossings and reconstructed the ramps at the State Route 60 and Moreno Beach Drive interchange. This project included 22 permanent acquisitions. Provided right of way services to Moreno Valley's Public Works Department. Responsible for the acquisition of real property from private owners, preparation and presentation of offer packages to owners, escrow coordination, and assistance with close of escrows. Assisted with project preparation for a FHWA capital improvement project audit and CaLtrans right of way certification. Riverside County Transportation Commission (RCTC),1-215 Central Widening Project Included 38 permanent and temporary acquisitions for the project which will add one lane in each direction to create 3 northbound and 3 southbound Lanes on the 1-215. Acted as Acquisition Manager providing right of way services for this widening project and responsible for overseeing the assigned acquisition agents, their activities, and project delivery. County of Riverside,1-215 Van Buren Boulevard Interchange Project Provided right of way services and coordination involving a multi -government agency project which included a variety of complex acquisitions to improve the 1-215/Van Buren Interchange to accommodate the recent increase in traffic volumes and to facilitate future growth. Los Angeles Unified School District (LAUSD) Various School Projects. Provided right of way services on 63 acquisition and relocation case files. Performed acquisition of real property and conducted relocation interviews, provided comparable housing referrals for replacement property (for both purchase and/or rental), explained benefits to dispLacees, and assisted lead agents handling business acquisition/ relocation, goodwill, and FF&E. Real Estate Salesperson Mattucci Real Estate, Huntington Beach, CA Real Estate Sales Manager & Office Manager Realty Executives, West Covina, CA IRWA Courses: ioo - Principles of Land Acquisition 421- The Valuation of Partial Acquisitions 600 - Environmental Awareness goo - Principles of Real Estate Engineering 901 - Engineering Plan Development got - Property Descriptions In -House Courses: Advanced Business Relocation 00 PRO POSAL TO CITY OF SANTA ANA, RFP zC- Additional Training, continued: California Department of Real Estate, Agency Relationships, Duties/ Disclosures, Ethics, Professional Conduct and the Real Estate Professional, Fair Housing, Trust Fund Handling, Real Estate Principles, Advanced Contract Law, Buyer Agency, Eight Hour Survey, Environmental Issues in Residential Real Estate, Duty to Disclose, Residential Property Inspection Process 25D-165 52 Education Project Management Certification, Univ. of California Irvine Extension, 2010-2011 Six Sigma Black Belt, Univ. of California Irvine Extension, 2014 Licenses) Six Sigma Lean Green Belt, Univ. of California Irvine Extension, 2013 CA RE License No. 02033162, Issue 6/5/2017, Exp. 6/4/2021 AffiLiations Member, International Right of Way Association (IRWA), Chapter 67 Languages Bilingual: Fluency in Spanish Experience Initial Year in Industry 2008 Delia Jimenez has established an extensive track record as a comprehensive real estate and land rights Leader and subject matter expert in the area of government land regulations. She is an accomplished right of way agent of real property rights and associated licensure and compliance processes, offering more than 1$ years of key experience. She is skilled in contract negotiation and administration and has a proven ability to work with leaders, clients, municipalities and government agencies to integrate the land management function within the overall business operating strategy. She is consistently sought as an expert on risk identification, strategy development, and solution implementation in acquisition programs. Areas of expertise include: Right of Way Acquisitions, Pipeline Operation & Construction, Contract Negotiations, Land Analysis, Real Estate Management, Land Rights Interpretation, Appraisal & Valuation. In 2011. Ms. Jimenez was recognized by Southern California Edison as an Emerging Leader. Land Specialist, Southern California Gas Company, Pico Rivera, CA, (2018 - 2019), Southern California Gas Company, Distribution Integrity Maintenance Program (DIMP) Advises the Gas Transmission and Gas Distribution Departments with issues involving property rights for operating facilities. Performs Land management and land acquisition work necessary to facilitate the construction, operation and maintenance of pipeline facilities, including but not limited to acquiring property rights through negotiations with property owners, obtaining rights for access on land of various public agencies, managing and preserving existing property rights necessitated by pipeline facility relocations and street vacations, securing encroachment agreements to protect facilities, managing the disposition of property rights no Longer necessary or useful to the operation of the utility and determining the ease of collecting proposed relocation requests from third parties. Reviews routes for new pipelines, property plats, Legal descriptions, permits and engineering drawings. Consults with, and provides work direction to, appraisers, surveyors and Legal consultants. Analyzes and makes determinations on property rights. Determines cost allocation of third -party requests to SoCaLGas to relocate its facilities. Negotiates terms with land owners and prepares all related agreements. Land Advisor (Contractor) - Southern California Gas Company, Pico Rivera, CA (Bender Rosenthal Inc., 2018), SOCaL Gas Distribution Integrity Maintenance Program (DIMP) Managed research and acquisition activities associated with the preparation of permanent easements, temporary easements and quitclaim documents for pipeline facilities. Researched property ownership including but not Limited to state and county records. Communicated with property owners to negotiate easements and compensation if necessary. Researched and prepared comparable sales for internal property rights valuation estimates. Competent in Real Quest. Land Vision, GoogLe Earth Pro, Internal & External GIS. Knowledgeable in reading tax maps, tract maps and record of surveys. Clear understanding of Land and legal descriptions. Ability to read Legal documents, i.e. Grant deeds, quitclaims. Knowledge of easements and their components. �a Cq ', PROPOSALTO 53 CITY OF SANTA ANA. RFP ze HIV cO�"e 25D-1 66 Right of Way Agent, Land Management, Southern Region, Southern California Edison Company (SCE), Rosemead, CA, 2013 - 2016 Managed SCE's Land rights for third party uses such as Consents, Grant -Outs, Acquisitions, Licenses, Leases, Temporary Entry Permits, Encroachment Agreements, Joint Use Agreements (JUA), Permits, Quitclaims, Land Use Restriction Agreements (LURA), and Memorandum of Understanding (MOU) on SCE fee owned and easement property. Providing functional assistance, support, and guidance in all facets of the Right of Way disciplines, naturally assuming the lead Right of Way Agent role within all regions of Land Management. Negotiated and implemented acquisition management and property rights strategies according to government regulation and company policy. Served as key client interface ensuring positive experiences for clients, tenants, consultants and municipalities. Improved cycle time to issue licenses for Land management by 50% as a member of Six Sigma cross -collaboration team, analyzing data, streamlining process, and developing recommendations. Oversaw more than 150 license and lease accounts with contracts exceeding $3,000,000. Collected over $250,000 in overdue Licensing payments. Subject Matter Expert for process flow and development to ensure compliance with Secondary Land Use regulations. Land Service Agent, (SCE), Federal Lands, 2020 - 2013 Represented SCE in coordination of efforts between government agencies such as BLM, USFS, BIA, ACOE, USN, California State Lands, other utilities, intemal. environmental teams, Local public affairs, private property owners, under short time constraints and politically sensitive situations in order to find solutions to complex obstacles. Managed real property rights related to permitting, leases, consents, encroachments, relocation requests and permit renewals on federal lands. Served as the primary contact with Federal agencies in the negotiation and administration of Land contract agreements. Performed queries and gathering data utilizing GIS. SAP, Field Inventory Maps (FIM), and other online applications to create reports for management. Prepared Land surveys and rights checks. Land Service Assistant, (SCE), Federal Lands, 20o8 - 2010 Brought onboard permanently to leverage strong combination of customer service, support, and technology capabilities. Adeptly supported agents with contract negotiations and permit acquisitions involving federal agencies and tribal Lands. Provided notable assistance in the configuration of SAP to produce various reports and manage work orders and notifications. Tasked with managing over 2,000 government land contracts in REFX module. Assisted agents with the preparation rights checks and Land surveys. Created, extracted, and managed WMS Work Orders, notifications and various reports in SAP. Utilized robust awareness to provide expert feedback in property rights and feasibility studies and conducted analyses of potential impact of government regulations an corporate facilities. IRWA Courses: 100 - Principles of Land Acquisition 213 - Conflict Management 215 - Right of Way Acquisition for Pipeline Projects qzi - The Valuation of Partial Acquisitions 700 - Introduction to Property/Asset Management 802 - Legal Aspects of Easements goo - Principles of Real Estate Engineering a PRO POSAL TO CITY OF SANTA ANA, RFP zo- 25D-167 Education Bachelor of Science in Criminal Justice/Management, University of Phoenix Licenses) CA RE License: In Progress Affiliations Member, International Right of Way Association (IRWA), Chapter 57 IRWA Chapter 57: Relocation Chair 2016-2017, Prof. Development Committee 2017-20t8 Languages Bilingual: Fluency in Spanish Experience Initial Year in Industry 2005 Neidy PinueLas is a highly experienced Senior Right of Way Professional (SR/WA) with 15years of key relocation experience with the California Department of Transportation in Local Programs, Project Coordination, Excess Lands and Planning and Management. She has extensive experience representing the Department in dealings with property owners, tenants, members of the public and government agencies. She has supervised, coordinated, directed and planned the work of a staff of Right of Way Agents and has been responsible for a variety of property management activities throughout District 7, encompassing Los Angeles and Ventura Counties. She has managed the most complex property management issues and provided assistance to staff in all property management functions. In addition, she has ensured Right of Way Certification procedures for project delivery. She possesses thorough knowledge of state and federal laws, rules, regulations and policies pertaining to relocation and is one of The ROW Company's key relocation experts. Senior Right of Way Agent, California Department of Transportation, Los Angeles, CA, 04/2018 - 10/2019 Supervised, coordinated, directed and planned the work of a staff of Right of Way Agents and Support Staff for a variety of property management activities throughout District 7. Properties managed include: improved and unimproved residential, commercial and industrial land being held for the 710 corridor and historic residential properties. She has handled the most complex property management issues and provided assistance to the property management staff in all property management functions. She has supervised, directed and planned work related to State Lessees for the District. She is able to multitask, make clear recommendations, and set priorities. She provides translation services to Spanish speaking dispLacees. She has represented District 7 Right of Way Property Service by making presentations at public meetings and attending meetings relating to public outreach, maintenance and tenancy issues, and other complex issues. a PRO POSAL TO CITY of SANTA ANA, RFP 2C- 25D-168 55 Associate Right of Way Agent, California Department of Transportation, San Bernardino, CA, 04/2005 - 04/2018 Knowledge based in Relocation, Acquisition, Appraisals, Local Programs. Project Coordination, Excess Lands, Planning and Management. Extensive public contact representing the Department in dealings with property owners, tenants, members of the public and government agencies. Determined own work schedule to achieve project deadlines. Able to work independently and as a team. Able to multitask, make clear recommendations, and set priorities. Provide translation services to Spanish speaking displaces. Attend meeting with our local partners. Attend public information meetings during the evening hours. Review draft cooperative agreements and Local agency progress. Ensure procedures of the Right of Way Certification essential for project delivery. Responsible for full preparation of the Right of Way contract and memorandum of settlement. Secure, examine, analyze, and interpret title and property reports as to the effects of title encumbrances on property to be acquire. Make interpretation of appraisals for Land and improvements; read & interpret maps, legal documents, and engineering plans; learn and apply condemnation and real property Laws. Acquired various property interest from members of the public for Transportation projects. Prepared escrow documents and relationship with escrow company to ensure transactions will close within a reasonable time frame. Provide relocation assistance to residential and business displaced for Transportation projects. Knowledge of state and federal Laws, rules, regulations, and policy pertaining to Relocation. Inspect replacement housing for conformance to decent, safe, and sanitary requirements. Calculate, analyze, prepare, and approve relocation claims including determination of rent and purchase differentials. Obtain, verify and review inventory, moving bids, and other documents connected to the purchase and/or reestablishment of replacement property. Prepare written appraisal reports and valuation studies for properties for Transportation project. Monitor operating expenses and expenditures. Prepare spreadsheet in Excel to track budget. Monitor various mainframes reports and input accurate information in a timely manner. National Highway Institute Courses: Business Relocation under the Uniform Act Appraisal Institute Association Courses: 100 Appraisal Principles, 101 Appraisal Procedures California Department of Transportation Designation: Right of Way Professional, Level II Certificate: Changing Lanes to Supervision Certificate: Team Leadership and Effective Partnering Local Assistance Training -Federal Aid Series a California Real Estate License School, Online, californialicense.com Courses: Real Estate Appraisal, Real Estate Principles, Real Estate Practice PRO POSAL TO CITY of SANTA ANA, RFP zo- 25D-169 M1 E 12 /n 1 2 y ` ) � O cn 5_ 25D-170 ]n Education B.A. Business Administration, Mira Costa College - in progress License(s) Nan McKay & Associates, Inc- Certified Inspector, Section 8 HCV Housing Quality Standards. U.S. Department of Housing and Urban Dev. § CA RE License 01792885, Issue 2/15/07, Exp. 11/12/19 AffiLiations Member, International Right of Way Association (IRWA), Chapter 57 Languages Bilingual: Fluent in Spanish Experience Initial Year in Industry zoos Joined ROWCO 2019 Mr. Corrales has developed extensive experience in eminent domain right of way land acquisition and relocation, land rights, utility easements and permitting. HUD public housing, project based and low-income housing subsidy programs. He is proficient and knowledgeable of the Uniform Relocation Assistance and Real Property Acquisition Policies Act, as amended (URA), CPUC General Order 95 and General Order 128, California Relocation Act (CRAL) and the Relocation Assistance and Real Property Acquisition (Guidelines), local housing subsidy programs and Rent Stabilization Ordinance (RSO). Mr. Corrales has extensive experience with applicable federal, state, tribal and local governmental laws and regulations relative to easements and permits for telecommunications and utilities. He is a skilled instructor on public housing programs, Section 8 housing subsidy programs, HUD's Housing Quality Standards and Tenant's & LandLord's Rights and Responsibilities. Right of Way Agent, Tech Providers Inc. /Cox Communications, March 2016-Present Responsible for the coordination and management of joint pole application agreements allowing the company to utilize public rights of way for the installation and operation of telecommunication network. Coordinate and manage the utility construction permit application process at the local city and county Level, as well as, other regulatory agencies such as Caltrans and utility companies. Document, monitor and update the pole application and permit progress in the right of way database from project inception, construction, reconciliation and close out. Research and provide APN, subdivision or parcel maps as needed to both the planning department and permit contractors. Input, maintain and update the workflow in BID as well as upload all related right of way documents, pole applications, permits and invoices for availability to all departments and outside contractors. Read and interpret engineering drawings, survey maps, etc. and investigate routes and scope of existing and potential sites. Assess overall project design and conduct visual inspection to identify potential right of way issues such as failed poles, rail road crossings, highway crossings, easements, encroachments, etc. Prepare documents for obtaining permits, rights of entry, contracts, easements, encroachments, licenses, Leases, options to purchase, etc. as necessary to acquire adequate rights for facilities. Update and maintain a weekly right of way project tracker for assigned workload including scheduling, forecasting and tracking of right of way tasks and milestones to meet project deadlines. Responsible for the preparation and submission of contractor invoices and maintain a detailed log of all disbursed payments. Attend and participate in departmental and team meetings to discuss project milestones and deadlines as well as resolving project issues, design plans and propose cost effective alternate routes. 00 PRO POSAL TO CITY OF SANTA ANA, RFP 2C- 25D-171 s8 Project Manager, DeL Richardson & Associates, Inc., June 2025-Feb 2026 Responsible in coordinating the delivery of right of way services for the Nevada Department of Transportation's Neon Project. Coordinate consulting services and serve as a liaison between the consulting firms, displacees, and state, federal and local municipalities. Deliver right of way services as per applicable federal, state, tribal and local governmental laws and regulations including the Uniform Relocation Assistance and Real Property Acquisition Policies Act, as amended (URA) and the Federal Highway Administration. Monitor all facets of daily operations which include client cultivation, marketing, risk management, staff management and recruitment, cost and budget management and contract negotiations. Established professional networks and participate in professional societies. Right of Way Agent, Optica Network Technologies, LLC, August 2012-July 2014 Negotiate the acquisition of right-of-way easements as necessary to accommodate the construction, operation, and maintenance of company utility, in such a manner to minimize litigation. Initiate contact with public agencies and property owners or their representatives in person, by telephone or mail. Explain the process associated with telecommunication and utility construction and operation. Serves as liaison between internal departments, including partner utility companies, telecommunication companies, engineers, surveyors, corporate clients, municipalities and property owners in support of installation of telecommunication system on existing power lines. Knowledge of applicable federal, state, tribal and local governmental Laws and regulations relative to right of way easements, permitting, acquisition, installation, maintenance and management of telecommunication and utilities. Research property records to determine ownership of selected Land parcels designated on engineering drawings as preferred or alternate routes. Examine physical or electronic tax and deed records to trace ownership, depending on county jurisdiction. Prepare right-of-way easement agreements specifying terms and conditions for both public agencies and property owners to grant permanent easements enabling company to install, operate, test, inspect, repair, maintain, replace and protect utiLity/fiber optic cable. Research, review, prepare, analyze, and interpret all land and right-of-way related parcel maps, engineering drawings, encumbrances, agreements, easements, Leases, Legal descriptions, title reports, survey plats, permits, licenses, as -built and construction plans. Project Manager/Independent Consultant, RC Professional Group, October 2010-August 2012 Directly responsible in coordinating every aspect of all projects including real property land acquisition, relocation, interim property management from conception through completion. Monitor all facets of daily operations which include client cultivation, marketing, risk management, staff management and recruitment, cost and budget management and contract negotiations. Relocation Project Manager, Paragon Partners, Ltd. 2008-2010 Managed and operated a satellite office in Riverside, CA and was responsible for the development of new business in the assigned region. Managed several land projects in the Inland Empire for the City of Riverside, San Bernardino County, City of Fontana, Riverside County Economic Development Agency, San Bernardino Housing Authority. Provided residential tenant relocation assistance services for the City of Los Angeles (First Street Bridge Project), MTA - Metropolitan Transportation Authority, Exposition Light Rail and real property acquisition services for the Los Angeles County Sanitation District in Lancaster. Managed Large mobile home park residential relocations for the Economic Development Agency of the County of Riverside in Thermal, CA and the City of San Pablo, San Pablo, CA. Project Manager for the Scattered Sites Disposition program for the Oakland Housing Authority. Project Manager, Del. Richardson & Associates, Inc. 2002-2008 Project Manager for relocation activities for both residential and business cases on new school projects for the Los Angeles Unified School District. Responsible for the coordination and delivery of consulting services and served as a liaison between the consulting firms, displacees, municipalities, governmental and public agencies. Project Manager of the Housing Locator Pilot program with the Community Development Commission's Housing Authority of the County of Los Angeles. Directed the delivery of housing relocation services to Section 8 public housing voucher holders and the successful placement into suitable replacement housing. Project Manager responsible for the permanent relocation of residential households from Housing Authority of the City of Los Angeles project based owned buildings. Responsible for the Los Angeles Housing Department Lead Abatement Program and the management of temporary residential tenant relocation services for the duration of Lead removal. Monitored project activities, trained and supervised staff, performed Community Outreach functions, served as a Liaison between the consulting firm and Public Agencies. 00 PRO POSAL TO CITY OF SANTA ANA, RFP 2C- 25D-172 54 Education B.S., Business Administration. Management & Human Resources, California State Polytechnic University Licenses) Notary Public, State of California, No. 2241839 Member, International Right of Way Association (IRWA), Chapter i Affiliations CA RE License 0174551, Issue 4/12/06, Exp. 04/11/22 Languages Bilingual: Fluent in Spanish Experience Initial Year in Industry 2004 Angelica Luna is an experienced right of way agent with superior expertise managing a multitude of tasks simultaneously to ensure project completion within agency timelines. She is a resourceful team player with experience cultivating client rapport, leading projects, training new hires, property negotiation, and providing relocation advisory services. Well versed in Federal and State regulations in regard to relocation and acquisition assistance services. Her professional accomplishments include: Mentoring agents in Housing Community Development's title documents and relocation process for mobile homes; Mentoring support staff in use and structure of real estate acquisition documents, Interfacing with agents to ensure regulation compliancy and quality services to contracting agencies; Explanation of business relocation programs and recommended payments for displaced owners; Lead speaker for public community meetings; Preparation of Right of Way Certifications for transportation projects; Managed Project Management Group (PMG) staff and various task requests. Senior Right of Way Agent, Overland, Pacific and Cutler, LLC, Riverside, CA (2010-20ig), LINC Housing, Seasons at Ontario Project Worked with senior population for tax credit units for a temporary relocation rehab project. Consulted regularly with client, construction manager and on -site manager in preparation of plans, acted as Project Manager & Senior Agent. Explained relocation/MOU program and check requests for temporary moves. City of San Bemardino, Carousel Mail Acted as project manager and provided oversight of overall project coordination. Responsible for public meeting to explain relocation program to 18 retail business owners. Responsible for negotiating with client and claimant, review F&E inventory and payment recommendations. City of San Diego, De Anza Cove & Agtio Class Action Project Provide services to class members due to closure of Mobile Home Park under court ordered ruling. Responsible for claims administration, advisory assistance, trust account administration, and check processing services for 600• cases. Interim Supervisor for Project Management Group (PMG) Managed authors of tasks/PMG staff to ensure accuracy in all deliverables for various task requests. Coordinated with HIP and Project Managers on hire process and trained new hires. Analyzed task requests and monitored efficient delivery of all tasks, while managing divergent personalities. 00 PRO POSAL TO CITY OF SANTA ANA, RFP 2o- 25D-173 6a Housing Authority of the County of San Bemardino, Golden Apartments Project Surveyed residents for rehabilitation project and speaker at public meetings. Managed project and trained agents of preparation of comparable housing analysis and claim preparation. Compiled weekly status reports and processed claims for check processing. San Diego Housing Commission, Parkcrest Fumigation, Parkcrest Elevator Project Local and Federally funded temporary relocation projects. Assisted with relocation advisory services for rehabilitation and voluntary permanent relocations. Coordinated the distribution of information with claimants and vendors at community meetings. Chelsea Investment Corporation, Mission Gorge Business Relocation Enacted relocation advisory services for a future affordable housing project, requiring the permanent displacement of retail business occupants. Assisted with actual moves and recommendations of in -Lieu payments. Jamboree Housing Corporation, WoodgLen Preservation Project Surveyed 180 units for a temporary relocation rehab project with permanent voluntary relocations. Explanation of relocation/MOU program and check requests for temporary moves. Housing Authority for San Bernardino County, On-CaLI Relocation Services Provided on -call relocation consulting services for public housing units being removed from the County's inventory or transferred to non -profits. Responsible for 335 households that qualify for permanent relocation under disposition guidelines. Riverside County Transportation Commission, SR-gz Corridor Improvement Project Project focusing on increasing capacity and reducing congestion on 14 miles of SR-gi and 6 miles along the 1-15. Assisted Risk Management team to identify, assess, and prioritize mitigation, approaches, and impacts. Aided Risk Manager in creation of risk mitigation plans for reduction of schedule and cost impacts. Prepared R/W certifications for Caltrans on behalf of RCTC. Senior Right of Way Agent, Epic Land Solutions, Inc., Riverside, CA (2004-2010), Los Angeles Unified School District Provided acquisition services on future school sites, which included the massive acquisition undertaking for 70 new school sites (over 150 parcels acquired). Negotiate and explain initial offer and relocations to property owners, including analysis of counter offers. Assisted homeowners/tenants in replacement site selection, identification, and calculation of compensable benefit payments. Obtained necessary right of way dedications, easements, right of entry permits, and temporary construction easements for street widening projects and grade separations. Coordination with moving companies, inspection of replacement housing sites, and extensive file documentation. a PRO POSAL TO CITY OF SANTA ANA, RFP 2C- 25D-174 APPENDIX B COMPANY CERTIFICATIONS 25D-175 hers Aagales ca "y One cakrsr Ran 211.922. W Td Meseopoliran Transpnlmmn Authnritr Las Mgeke,U pmsxa9sa TeVo.nel Metro CALIFORNIA UNIFIED CERTMCATION PROGRAM August 20, 2019 CUCP4 47336 Metro File M32 Mr. Micole Alfaru 16th & G Agency, Carp DBA The ROW Company I130 E_ Green St_ Pasadena, CA 91106 Subject Disadvantaged Business Enterprise Certificatinn Dear Mr Micole Alfim: We are pleased to advise you that after careful review of your application and supporting documemehi n, the Los Angeles County Metrupolitan Transportation Authority (Metro) has determined that your firm meets the eligibility standards to be certified as a Disadvantaged Business Enterprise (DBE) as required under the U.S. Department of Transportation (U.S. DOT) Regulation 49 CFR Part 26, as amended This certification will he recognized by all of the U_S_ DOT recipients in California. Your firm will be listed in the California Unified Certification Program (CUCP) database of certified DBEs under the following specific area(s) of expertise that you have identified on the NAICS codes form of the application pad -gee NAICS 531210. OFFICES OF REAL ESTATE AGENTS AND BROKERS NAICS 531390- OTHER ACTIVITIES RELATED TO REAL ESTATE Yom DBE certification applies only for the above code(s). You may review your hums information in the CUCP DBE database which can be accessed at the CUCP website at www_califnnsiaorp_am Any additions and revisions must be submitted to Metro for review and appruvaL In order to ensure your continuing DBE status, you are required to submit an annual update along with supporting documentation If no changes are noted, then your DBE status remains current_ If there are rluanges, Metro will review to determine eontimued DBE eligibility_ Please note, your DBE status remains in effect unless Metro notifies you otherwise. Also, should my changes occur that could affect your certification status prior to receipt of the annual update, such as changes in your firms name, business/maiting address, ownership, management ar rnntrok or failure to meet the applicable business size standards or personal net worth standard, please notify Metro immediately_ Failure to submit fntms andim change of information will be deemed a failure to cooperate under Section 26.109 of the Regulations. Metre reserves the right to withdraw this certification if at any time it is determined that it was knowingly obtained by false, misleading, ar incorrect information. Your DBE certification is subject to review at any time. The fury thereby consents to the examination of its books, records and documents by Metro_ Congratulations, and thank you for your interest in the DBE program. Should you have any questions, please contact us at (213) 922-2600_ For information on Metre contracting opportunities, please visit our website at www metrom t. Sincerely, Shirley Woug Principal Certification Officer Diversity & Econonnc Opportunity Department go PROPOSALTO CITY OF SANTA ANA, RFP zo- 25D-176 63 AAA August 20,2019 Las Angeles County Melropolilan Transportation Authority Metro Mr. Micole Alfaro 16th & G Agency, Corp DBA The ROW Company 1130 E. Green St. Pasadena, CA 91106 Subject: Small Business Enterprise Certification Dear Mr. Micole Alfas: One Gateway ptata Los Angeles, CA 9Oo12.2952 Metro File N8332 213, 922.2oco Ter roetro.nel We are pleased to advise you that after careful review of your application and supporting documentation, the Los Angeles County Metropolitan Transportation Authority (Metro) has determined that your firm meets the ehgibility standards to be certified as a Small Business Enterprise (SHE) as required under Metro's SBE Program. Your firm will be listed in Metro's SBE database of certified SBEs under the following specific areas of expertise: NAICS 531210: OFFICES OF REAL ESTATE AGENTS AND BROKERS NAICS 531390: OTHER ACTIVITIES RELATED TO REAL ESTATE Your SBE certification is valid for five years from the date of this letter and applies only for the above NAICS code(s). Any additions and revisions must be submitted to Metro for review and approval. In order to ensure your continuing SHE status, you are required to submit an annual update along with supporting documentation. If no changes are noted, then your SBE status remains current. Lf d= are changes, Metro will review to do ice continued SBE eligibility Please note, your SBE status remains is effect unless Metro notifies you otherwise. After the five-year certification period, your entire file will be reviewed in order to ascertain continued SBE certification status. You will be notified of the pending SBE status review and any documentation updates necessary prior to the expiration date. Also, should any changes occur that could affect your certification status prior to receipt of the annual update application, such as changes in your fian's name, business/mailing address, ownership, management m control, or failure to meet the applicable business size standards or personal net worth standard, please notify Metro immediately. Metro reserves the right to withdraw this certification if at any time it is determined that it was knowingly obtained by false, misleading, or incorrect information Your SBE certification is subject to review at any time. The firm thereby consents to the caamivation of its books, records, and documents by Metro. Congratulations, and thank you for your interest in Metro's SBE Program Should you have any questions, please contact us at (213) 922-2600. For information on Metro contracting opportunities, please visit our website at www metm.net. Sincerely, Shirley Wong Principal Certification Officer Diversity & Economic Opportunity Department o PROPOSALTOCITY OF SANTA ANA, RFP 2C 25D-177 64 Pnnted on: 10/1812019 4:38:33 PM To verify most current certification status go to: https://www.caleprocure_ca.gov O S S en•:iroar. c•.. osona'rrrenr c= GENERAL SERVICES Office of Small Business & DVBE Services Certification ID: 2016734 Legal Business Name: 16th & G Agency, Inc. Doing Business As (DBA) Name 1: The ROW Company Doing Business As (DBA) Name 2: Address: 1130 E. Green St. Pasadena CA 91106 Certification Type SB(Micro) a Email Address: malfaroUrightofwayco.com Business Web Page: Business Phone Number. 626/864-3619 Business Fax Number: Business Types: Service Status From Tb Approved 10/18/2019 10/31/2021 Stay informed! KEEP YOUR CERTIFICATION PROFILE UPDATED! -LOG IN at CaleProcure_CA.GOV Questions? Email: OSDSH ELP@DG3.CA.GOV Call OSDS Main Number: 916-375-4940 707 3rd Street, 1-400, West Sacramento, CA 95605 PROPOSALTO CITY OF SANTA ANA. RFP a.: 25D-178 APPENDIX C SUDCONSULTANT QUALIFICATIONS/RESUMES 25D-179 GUIDA SURVEYING, INC. RIGHT-OF-WAY ENGINEERING AND SURVEYING SERVICES a ------ GUIDA .UJUJJ insaii i : n SURVEYING INC, September 25, 2020 The ROW Company Michael Romo, SR/WA Principal — Senior Project Manager 1130 E. Green Street Pasadena, CA 91106 RE: SUbcOnSultant Letter of Commitment to The ROW Company for the City of Santa Ana Water Resources Right of Way Acquisition Services Dear Mr. Romo: This letter confirms the commitment of Guida Surveying, Inc. (Guida) to The ROW Company (ROW) team to provide subconsultant services for the City of Santa Ana Water Resources Right of Way Acquisition Services contract. As a subconsultant, Guida would support all areas of the required services as directed by ROW, including land su rveying services. We look forward to a successful endeavor and are fully positioned to begin work with you on this contract. Should you have any questions or require additional information, please do not hesitate to contactthe undersigned, who is authorized to obligate the firm. Sincerely, Bernie Mclnally, PIS, Executive Vice President Guida Surveying, Inc. IRVINE OFFICE 1 9247 Irvine Mvd, Saito #100, Irving, CA 92618 OFFICE (9491 717-2D00 I TOLL FREE 855-90GUIDA WWW. GUI DAI NC. COA1 PROPOSALTO CITY DF SANTA ANA, RFP 2C- 25D-181 68 GUIDA■ 1 J88 MJJ11■ aiii SURVEYING INC. Guida Surveying, Inc. { Firm Profile About Guida FIRM PROFILE "" GUIDA Guida Surveying, Inc. (Guida) is a multi -disciplined land surveying firm that ■ I has provided project -based and on -call geomatics services throughout i I ■ o i California since 1995. Guida has had a long history of providing skilled ■ I I 1 ■ SURVEYING INC. surveyors, field crews, and office personnel who have significantly ■■■■■■ contributed to this region's infrastructure growth. The firm offers a depth of staffing resources which can provide flexibility to accommodate working off hours, variable days, and locations, if needed. Guida believes in building positive and long-term relationships with our clients; therefore, we make every effort to keep our time commitments without sacrificing quality and accuracy. With a high return rate of satisfied clients, Guida continues to offer the latest industry technology, while maintaining traditional companyvalues. No matter the size of the project — big or small —we are confident in our abilityto provide excellent services. land surveying is our passion and we are proud to say we do it well. Guida utilizes a blend of traditional methodologies with new and innovative technologies for the creation and delivery of the best and most accurate work products possible to our clients. We are constantly looking for new ways to utilize new equipment and software to help solve complex survey challenges and to save our clients time and money. Guida employs over 90 team members in offices throughout California. This includes four offices in Southern California including Irvine (headquarters), Los Angeles, Inland Empire, and San Diego; and two Northern California offices including the Bay Area {Pleasanton] and the San Joaquin Valley (Fresno). Guida is a certified Small Business Enterprise (Department of General Services) as well as certified Woman Owned Business Enterprise (California Public Utilities Commission)_ Additionally, the firm is registered with the Department of Industrial Relations under DIR#1000006862. a PRO POSAL TO CITY OF SANTA ANA, RFP zo- 2501-182 U I DA iiiiii SURVEYING INC. Irvine Ranch Water District, On -Call Land Surveying Services Irvine, CA For more than 20 years, Guida has been a trusted teaming partner to the IRWD, providing land surveying, mapping, and right of way engineering on numerous improvement projects. Services have included design and construction survey support for infrastructure sewer and water pipelines, pump stations, reservoirs, marsh redevelopment, and otherfacility improvements. Design services include GNSS and other control surveys, topographic surveys and mapping, boundary surveys, cadastral and title research for right of way engineering support, preparation of legal descriptions and plats, and monumentation preservation. Construction services include constructability reviews, construction computations, construction staking for pipelines, appurtenances and new improvements, as -built surveys, earthwork quantities, monumentation, and the preparation of corner records. Guida's recent work includes: PROJECT EXPERIENCE Laguna Canyon Road Cathodic Protection and Roadway Improvements: This project included the update and replacement of cathodic protection and road improvements within the project area along Laguna Canyon Road. Guida provided design surveys which included cross sections of Laguna Canyon Road, inventory of the existing cathodic protection, water pipelines and appurtenances, construction computations and staking for the water and roadway improvements, and client coordination throughout construction. Irvine Lake Pipeline North Conversion: This project improved the water pipelines within Jamboree and Santiago Canyon Roads to support the growing residential communities in North Irvine and Orange. Guida provided control surveys, design surveys, detailed topographic surveys, utility surveys and mapping, and digital terrain modeling_ Guida also provided construction and as -built surveys on behalf of IRWD. San Joaquin Marsh Redevefopment: This environmentally sensitive project (shown in the photo above) required field modifications and improvements to existing conditions. Guida provided control surveys, facilities aerial photogrammetric mapping and digital orthophoto production, conventional topographic surveys, quantity surveys to monitor earthwork import and export during construction, and a final as -built survey once the site modifications were complete. Shady Canyon Road Infrastructure Pipelines: This project included the installation of 1.5 miles of sewer, reclaimed water, and domestic water pipelines within Shady Canyon Road. Guida provided control surveys, construction computations and surveys, monument preservation and perpetuation, and pre and post construction corner records. Whiting Ranch Zone 91leservair. This project included the installation of a new steel water reservoir and the associated pipelines and appurtenances at Whiting Ranch. Guida provided right of way retracements and staking for the project area, construction computations and staking, and client coordination throughout construction - ADDITIONAL • O • REFERENCE: CLIENT: Joe McGhee, Pr Joe McGhee, PE a PROPOSALTO CITY OF SANTA ANA. RIFF) a.; 25D-183 70 GUIDA :.:.: SURVEYING INC. PROJECT EXPERIENCE Project Manager, Engineering Capital Projects Project Manager, Engineering Capital Projects Irvine Ranch Water District Irvine Ranch Water District 15600 Sand Canyon Avenue 15600 Sand Canyon Avenue Irvine, CA 92518 Irvine, CA92618 (949)453.5542 (949)453.5542 mcghee@irwd.com mcghee@i rwd.com PROJECT FEE: PROJECT DATES: N/A 06/99 - Ongoing South Coast Water District, Wastewater Tunnel Phases 2 and 3 Laguna Beach, CA South Coast Water District's (District) Tunnel Stabilization and Sewer Pipeline Replacement Project proposes to stabilize and update the existing 60-year-old, 2-mile tunnel beneath the bluff in South Laguna Beach. The tunnel will be enlarged from an average of 5 to 7 feet with the installation of a new 24-inchconcrete encased pipeline. Guida is providing the District with land surveying and mapping services to support the stabilization and pipeline replacement. The surveying services began with the establishment and verification of horizontal and vertical controls both on the exterior and interior of the tunnel. Guida was also tasked with verifying the tunnel alignment at the beginning of construction. During construction, Guida provide terrestrial HDAR (laser scanning) of the interior of the tunnel to verify the tunnel alignment and create an as built of the tunnel and newly installed pipeline. Additionally, Guida provided laser scanning to monitor the bluffs and monitor any movement of the bluffs during construction activities. Guida is currently providing monitoring of Bay Drive on top of the bluffs. Control was established outside the area of influence by construction to monitor any potential movement that may occur to the street and homes along Bay Drive. The monitoring is being performed on a regular basis with reports delivered to the District after each monitor visit. Finally, Guida is providing legal descriptions and plats for new tunnel easements to support the widening and acquisition of additional land for the tunnel improvements. These legal descriptions and plats are being prepared over the 150 affected parcels by phase 2 and 3 of the tunneling project. ADDITIONAL INFORMATION: REFERENCE: CLIENT: South Coast Water District South Coast Water District 31592 West St. Laguna Beach, CA 92651 Joe Si nacori 949.499.4555 JSinacori@scwd.org PROJECT FEE: PROJECT DATES: $201,500 2018-Ongoing a PROPOSALTO CITY OF SANTA ANA. RFP z%: 25D-1 84 GUIDA :.:: SURVEYING INC. Lisa Spivak, PLS Survey Project Manager I Vice President, Technology Manager About: Years of Experience: 30 Years with Guida: 2 RESUME Education: B.S., Surveying Engineering, California State Professional Registration/Certifications: Professional Land University, Fresno, Fresno, CA, 1991 Surveyor #7177/CA/1995; Transportation Workers Identification Card Summary: With 30 years of land surveying experience, Lisa has provided land surveying and mapping services including geodetic control surveys, boundary surveys, topographic design surveys, right of way engineering, land descriptions and plats, aeronautical surveys, and construction surveys to federal, state and local agencies and private development clients for projects including, but not limited to, roads and highways, heavy and light rail, airports, ports, parks, transmission lines, and commercial development. She has collaborated with various clients on award - winning rail, highway, and airport projects; managing staff resources, providing coordination, budget and schedule management, and overall quality control. Project Experience: City of Fontana, Foothill Boulevard Malaga Bridge, City of Fontana, CA: Lisa currently serves as project manager for this project with the City of Fontana to modify and improve the Malaga Bridge. As part of the design engineering team, Guida is leading the surveying and mapping services to support the project. Guida is providing horizontal and vertical control surveys, aerial mapping, topographic design surveys with conventional ground survey and terrestrial LiDAR methods, utility pothole surveys, right-of-way research, preliminary title reports, preliminary land net map, final right of way requirements, a final land net map, and legal descriptions. San Bernardino County Transportation Authority (SBCTA), I-10/Mt. Vernon Avenue Interchange (PR/ED- PS&E) San Bernardino, CA: Lisa serves as survey project manager for Guida's design survey work for the PR/FD-PS&F phase of this projectfor SBCTA. The project improvements include replacing the existingfour- lane Mt. Vernon Avenue overcrossing bridge structure with a six lane bridge replacement structure, striped bicycle lane on the overcrossing, and addresses ADA access. Guida is providing horizontal and vertical control, aerial photogrammetric mapping, topographic design surveys with conventional ground survey, terrestrial LiDAR, utility pothole surveys, geotechnical bore hole surveys, right-of-way research and engineering, preliminary title reports, a Record of Survey Pre -Construction, appraisal maps, and legal descriptions. This project requires Caltrans coordination and oversight. Caltrans District 8, Contract No. No. 08A2871, On -Call Right of Way Engineering Support Services, San Bernardino, CA: Lisa serves as contract managerfor Guida's on -call with Caltrans District 8. Projects under this contract are of varying scope and size and include roadway rehabilitation, widening and/or realignment of existing facilities, relocation of existing facilities, and construction of new facilities. Guida's scope of work includes: right of way studies, cadastral/title research, land net surveys and mapping, right of way maps, appraisal maps, acquisition documents/deeds, resolutions of necessity, directors deeds, other deed documents, flag/stake right of way, monument preservation and perpetuation, right of way monumentation surveys, records of survey, trial exhibits, expert witness testimony, relinquishment and vacation maps, excess land deeds and maps, and right of way record maps. All services under this contract are at the direction of the a PRO POSAL TO CITY OF SANTA ANA, RFP 2o- 25D-185 72 Lommon SURVEYING INC. Caltrans Contract Manager and Caltrans Task Order Manager and will be prepared in accordance with the Caltrans Survey and Right of Way manuals as well as the latest release of the Caltrans CAD manuals and templates. RESUME City of Fontana, On -Cell Land Surveying Services, Fontana, CA: Guida was recently selected to provide the City of Fontana with on -call surveying and mapping services. Our contracted scope of work includes, but is not limited to, control surveys, boundary surveys, topographic surveys for design, construction surveys for city projects, monument preservation and perpetuation and right of way mapping and engineering to include the preparation of right-of-way plans and base maps, preparation of easement documents (Dedication, Vacation, and Quitclaim), title record research, and centerline and legal descriptions. City of Colton, Mt. Vernon/UPRR Grade Separation, Colton, CA: Lisa served as survey project manager, managing a team of field and office personnel who were involved in the establishing survey controls, performing the topographic design surveys and boundary surveys, and performing the right of way engineering to support acquisitions for the project. The specific surveys included establishing horizontal and vertical controls that were consistent with the Caltrans 1-10 control network, performing aerial photogrammetric mapping, performing detailed topographic surveys of the existing bridge, the railroad, and the roadways affected by the project improvements, performing underground utility surveys by identifying all surface visible indications of utilities and performing boundary surveys and analysis and an existing conditions Record of Survey over the entire project area. The survey tasks were completed on schedule and within the budgets provided to the client. City of Moreno Valley, On -Call Lend Surveying Services, Moreno Valley, CA: Lisa serves as project manager for Guida's on -call contract with the City of Moreno Valley. Scope of work under this contract includes design, construction, as -built surveys, preparation of legal description and plat maps, monument preservation/recordation and othersurveying services. Some of the task orders on which Guida has worked under this contract include the Moreno -Alessandro Interim Facility Storm Drain Line Fi-2 Alessandro Boulevard at Oliver Street. Cry of Pasadena, On -Call Surveying Services, Pasadena, CA: Lisa served as project manager for work providing land surveying services to the City of Pasadena on this multi year as -needed contract. The scope of work underthis contract included field and office land surveying work, including, but not limited to, subdivision map checking services, legal description preparation, boundary surveys, establishing right of way centerline, monumentation, and mapping services. The majority of this work was for private development projects. City of Menifee, On -Call Surveying and Mapping Services, Menifee, CA: Lisa serves as project managerfor this on -call surveying and mapping services contract. Guida's contracted scope of work includes, but is not limited to, boundary surveys, road alignment surveys, topographic surveys for design of city road and structure projects, construction surveys for city road and structure projects, and mapping/CAD services to include preparation of right-of-way plans and topographic base maps, GIS mapping surveys, preparation of easement documents (Dedication, Vacation, and Quitclaim), title record research, and centerline and legal descriptions. Guida has provided services on three task orders to date which include Newport Road (design surveys), McCall Boulevard (design surveys), and Encanto Neighborhood ADA (ADAsurveys). a PRO POSAL TO CITY OF SANTA ANA, RFP 20- 25D-186 73 GUIDA MEMNON SURVEYING INC. Justin Height, PLS Project Manager About: Years of Experience: 34 Education: B.S., Surveying and Photogrammetry, California State University, Fresno RESUME Years with Guidw 2 Professional Registration/Certifications: Professional Land Surveyor ft6167/CA/1989; Professional Land Surveyor 420712/NV/2010; Professional Land Surveyor #16900/ID/2016 Summary: Justin has more than 33 years of land surveying and mapping surveying experience. As Project Manager and Project Surveyor, Justin provides client and project management, coordination of field and office personnel and resources, performance of field and office surveying, quality control and final deliverables. Justin performs right-of-way engineering, boundary surveys and mapping, ALTA Surveys, obtaining and reviewing Preliminary Title Reports, cadastral and title research, plotting existing encumbrances, dedications and vacations, preparation of legal descriptions and plats, records of Survey, parcel maps, tract maps, lot -line adjustments, other land surveying services. Project Experience: City of Fontana, Foothill Boulevard Malaga Bridge, City of Fontana, CA: Justin serves as project surveyor for this project with the City of Fontana to modify and improve the Malaga Bridge. As part of the design engineering team, Guida is leading the surveying and mapping services to support the project. Guida is providing horizontal and vertical control surveys, aerial mapping, topographic design surveys with conventional ground survey and terrestrial HDAR methods, utility pothole surveys, right-of-way research, preliminary title reports, preliminary land net map, Final right of way requirements, a final land net map, and legal descriptions. Caltrans District 8, Contract No. No. 08A2871, On -Cell Right of Way Engineering Support Services, San Bernardino, CA: Justin serves as task order lead for Guida's on -call with Caltrans District 8. Projects under this contract are of varying scope and size and include roadway rehabilitation, widening and/or realignment of existing facilities, relocation of existing facilities, and construction of new facilities. Guida's scope of work includes: right of waystudies, cadastral/title research, land net surveys and mapping, right of way maps, appraisal maps, acquisition documents/deeds, resolutions of necessity, directors deeds, other deed documents, flag/stake right of way, monument preservation and perpetuation, right of way monumentation surveys, records of survey, trial exhibits, expert witness testimony, relinquishment and vacation maps, excess land deeds and maps, and right of way record maps_ All services underthis contract are at the direction of the Caltrans Contract Manager and Caltrans Task Order Manager and will be prepared in accordance with the Caltrans Survey and Right of Way manuals as well as the latest release of the Caltrans CAD manuals and templates. City of Lake Elsinore, Temescal Canyon Bridge over Temescal Wash Replacement Project PS&E, Lake Elsinore, CA: Justin serves as project surveyor for Guida's contract to provide surveying and topographic mapping services for the final design phase for a new 4-lane, 98-foot-wide, 373-foot-long bridge at the new alignment, along the realigned portion of existing Temescal Canyon Road. Guida's scope of work includes performing topographic surveys and providing cross -sections every 100 feet in the channel that covers the go PROPOSALTO CITY OF SANTA ANA, RFP 2C- 25D-187 74 GUIDA SURVEYING INC. RESUME proposed wash grading, roadway realignment and connection points to existing Temescal Canyon Roadway. Our scope also includes updating the survey to cover the recently graded areas westerly of Lake Street, for the purpose of more accurate HEC-RAS modeling; additional topography to support the design of the channel grading, slope protection, and storm drain facilities; providing an updated utility base plan based on information provided by the utility coordination subconsultant, and filing corner records and/or record of survey as required. City of Rancho Cucamonga, Etiwanda Grade Separation (design), Rancho Cucamonga, CA: Justin serves as project surveyor for the design surveying services to reconstruct Etiwanda Avenue as a new grade separated roadway over the Southern California Regional Rail Authority (SCRRA) San Gabriel Subdivision. The project eliminates the existing at grade roadway crossing and construction a roadway overcrossing with two through lanes in each direction by elevating Etiwanda Avenue over the SCRRA railroad corridor from Whittram Avenue to Napa Street. Guida's scope of work includes providing aerial mappings support, BPS control, conventional topographic surveys, terrestrial scans, right of way establishment, and legal descriptions. Los Angeles County Metropolitan Transportation Authority (METRO), 1-5 North Managed Lanes PS&E, Los Angeles County, CA. Guida is providing surveying services for the 1-5 North managed lanes plans specifications and estimates. Surveying services include validation of existing control, quality control of other surveys performed for the project, bridge surveys, monument perpetuation and preservation, oversight and assistance with mainline pavement and truck lane surveys, land net surveys and right of way engineering. Justin is serving as project surveyor and is responsible for performing the required office surveys, coordinated with field survey crews and performed quality control checks. City of Fremont, Sabercat Bicycle/Pedestrian Bridge Project, Fremont, CA: Justin is currently serving as project surveyor for this project to provide a safe pedestrian and bicycle connection over 1-580 from Ohlone College to the future Irvington BART station. In addition to the bridge structure, project features include new and improved trails, a pedestrian undercrossing of the LIPRR/BART corridor, various road improvements, preparation for a future paleontological museum with associated parking area. Guida is providing surveying and mapping services including aerial mapping and imagery, design topographic surveys, land net surveys and right of way engineering, project control survey, map review submittal to Caltrans District 4, and preliminary land net surveys and research. a PRO POSAL TO CITY OF SANTA ANA, RFP 2C- 25D-188 ■ I..I .... ■ I I IIGUIDA ■l L.■ SURVEYING INC. Maria Hall, PLS, PMP Project Manager About: Years of Experience- 13 Education: B.S_, Organizational Management, University of La Verne; A.S., Math and Science, Victor Valley College RESUME Years with Guida: <1 Professional Registration/Certifications: Professional Land Surveyor#9300/CA/2016; Land Surveyor and Land Surveyor in Training Certifications, Santiago Canyon College; Project Management Certification, University of La Verne, Extended Learning; Contract Management and Project Management Certification, University of California, Irvine Extension; Computer Networking and Switching Systems, Certificate of Training, US Air Force Reserves Summary: Maria brings over 13 years of professional experience with project coordination and scheduling management on major transmission line, transportation, and high -profile projects involving survey, real estate transactions (analyzing and acquiring property rights, disposition, and condemnation(, engineering, and underground investigations. Her roles have worked closely with and supported other project functions such as land acquisitions, land management, engineering, planning, construction, law, title, and valuation. Project Experience: San Bernardino County Transportation Authority (SBCFA), I-10/Mt. Vernon Avenue Interchange (PR/ED- PS&E) San Bernardino, CA: Maria serves as project surveyor for Guida's design survey work for the PR/ED-PS&E phase of this project for SECT& The project improvements include replacing the existing four -lane Mt. Vernon Avenue overcrossing bridge structure with a six lane bridge replacement structure, striped bicycle lane on the overcrossing, and addresses ADA access. Guida is providing horizontal and vertical control, aerial photogrammetric mapping, topographic design surveys with conventional ground survey, terrestrial LiDAR, utility pothole surveys, geotechnical bore hole surveys, right-of-way research and engineering, preliminary title reports, a Record of Survey Pre -Construction, appraisal maps, and legal descriptions. This project requires Caltrans coordination and oversight. Los Angeles Metropolitan Transportation Authority (METRO), Whittier Boulevard Improvements, Whittier, CA: Maria serves as survey manager for Metro's Whittier Boulevard Improvement Project. The project will improve Whittier Boulevard from Santa. Fe Springs Avenue to Painter Avenue, upgrading sidewalks and curb ramps to meet ADA requirements, and installing painted and raised medians within Whittier Boulevard to improve traffic flow. Maria is responsible for coordinating field surveys, office surveys, developing land net mapping, preparing legal descriptions and plat maps for potential street easements and temporary construction easements, and developing topographic mapping, digital terrain models and land net mapping in MicroStation and InRoads formats. Caltrans District 12, Right of Way Engineering and Land Surveys Office for Various Projects, Orange County, CA: Maria served as transportation surveyor for Caltrans District 12. In this role, Maria was responsible for all right of way relinquishment projects within the district, working closely with consultants when outsourcing survey and mapping work, and preparing scopes of work and providing review and input on task orders and deliverables. She was tasked with collecting, adjusting, analyzing, and extracting mobile terrestrial HDAR scan a PRO POSAL TO CITY OF SANTA ANA, RFP 2C- 25D-189 76 1"" GUIDA a»3AJ mum::: SURVEYING INC. (MTLS) data using Trimble Business Center, PosPac, RiPROCESS, MicroStation, TopoDOT, and AutoCAD C1vi13D. She prepared and delivered DTM surfaces for roadway design, performed research and boundary analysis for transportation survey projects, developed land net mapping, applied surveying principles in accordance with the California Professional Land Surveyors Act, revised and updated right of way mapping as design changes occurred, and maintained and updated right of way mapping server database in Google Earth. City of Palm Desert, San Pablo Avenue Streetscape Improvement, Phase 2, Palm Desert, CA: Maria served as project surveyor for Guida's design surveying services in support of Phase 2 of the San Pablo Avenue Streetscape Improvement project in Palm Desert. San Pablo's second phase improvements are focused on the roadway between Fred Waring and Magnesia Falls Drive and include widened sidewalks, bike lanes, on -street parking, enhanced pedestrian crosswalks and lighting, landscaping, drainage and pavement improvements, improved utilities, and additional roundabouts at San Pablo and Magnesia Falls Drive and at San Pablo and the College of the Desert entrance. Guida's scope of work included establishing control, collecting spot elevations, plotting the right of way roadway and property lines, and preparing legal descriptions and plats to accompany easement documents. Riverside County Transportation Commission, SR-91/1-15 Express Lanes Connector, Riverside, CA: Maria serves as project surveyor for the SR-91/1-15 Express Lanes Connector; a ROTC project in conjunction with Caltrans that links the 1-15 Express Lanes to the SR-91 Express Lanes. Guida is currently providing the design - build team with control and surveying services to support the design of the connector and other improvements. This includes mobile DDAR and terrestrial LiDAR surveys, topographic and utility surveys, and some right of way engineering to support easements within the railroad and flood control right of way. Guida will also be providing the design buildteamwith construction staking once the construction phase begins. Construction is planned to begin in 2021 with the connector opening by 2023. RESUME City of Fremont, Sebercat Bicycle/Pedestrian Bridge Project, Fremont, CA: Maria is currently serving as project manager for this project to provide a safe pedestrian and bicycle connection over 1-680 from Ohlone College to the future Irvington KART station. In addition to the bridge structure, project features include new and improved trails, a pedestrian undercrossing of the UPRR/BART corridor, various road improvements, preparation for a future paleontological museum with associated parking area. Guida is providing surveying and mapping services including aerial mapping and imagery, design topographic surveys, land net surveys and right of way engineering, project control survey, map review submittal to Caltrans District 4, and preliminary land net surveys and research. Port of Los Angeles, SR-47 Improvement Project, Los Angeles, CA: Mariaserved as project surveyor for the design surveys for the SR-47 improvement project. The Port of Los Angeles is proposing to widen and improve the intersection of the SR-47 and Harbor Boulevard within the port limits. As part of the design engineering team, Guida provided LiDAR surveying services to support the development of PS&E. Guida provided horizontal and vertical control surveys tied to the Caltrans District 7 primary controls, LiDAR surveys over the project limits for the SR-47, on and off ramps, and secondary roads, supplemental topographic design surveysfor utilities and quality control, developing a seamless point cloud model and topographic mappin 00 PRO POSAL TO CITY OF SANTA ANA, RFP 20- 25D-190 77 I 25D-191 0 25D-192 r i a e G 0 m •ltte •Kb v_ C/) '4e w �? W u 0-4 d o 2 pq S. pas cn v a o o G Ln N L V] cn N "3rawndaM10 o '�bb'd3Q •.. 25D-193 11 INTEGRA REALTY RESOURCES (IRR) APPRAISAL SERVICES IRR - Orange County Office Profile Overview of Expertise Mission Statement Key Personnel Core Competencies Significant Assignments Client List Key Personnel Qualifications Corporate Profile Competitive Advantage Contact Us PROPOSALTO CITY OF SANTA ANA, RFP 21: 25D-1 95 Integra Realty Resources Orange County 2151 Michelson Drive Suite 205 Irvine, CA 92612 T 949.591.8150 vvv^v.irr.ccmJorangecoumy a Overview of Expertise Integra Realty Resources Orange County 2151 Michelson Drive Suite 205 Irvine, CA 92612 T 949.591.8150 Integra Realty Resources — Orange County provides real estate valuation and consulting services for a broad range of property types, addressing diverse client needs. Our clients include www.irccom/orangecaunty governmental agencies at the local, state and federal levels, law firms, investment advisory firms, corporations, developers, lenders, investors, and other professionals concerned with the value, use, and feasibility of real property. Integra Realty Resources — Orange County was formed as a result of acquiring the former Kiley Company in 2019. Founded in 1990, The Kiley Company has grown into one of the leading appraisal firms in Southern California. Our senior managing director, Rick Donahue, returns to Integra to lead the office. Prior to re -joining Integra Realty Resources - Orange County, he was most recently part of a new Right -of -Way valuation team at Cushman & Wakefield. He has previously managed appraisal offices for Cushman & Wakefield, Grubb & Ellis/Landauer, and CRWilson & Associates; as well as being a partner in his own Orange County - based firm; Schmitz, Riach & Donahue. Donahue's experience includes right-of-way valuation, general and special purpose real estate appraisals, litigation support, portfolio valuations, investment analysis, condemnation consulting, due diligence investigation, lease -by -lease analysis, highest and best use studies, market studies, and feasibility analysis. He also specializes in non- profit and institutional property valuation in addition to a wide variety of investment grade real estate. Principal Markets Served Primary California Counties Secondary California Counties Orange County San Diego Los Angeles Fresno Riverside Inyo San Bernardino Kern Santa Barbara Madera Ventura MonoSan Irr, Luis Obispo l Tulare PROPOSALTO CITY of SANTA ANA, RFP 2o- 2501-196 83 a Mission Statement Integra Realty Resources Orange County 2151 Michelson Drive Suite 205 Irvine, CA 92612 T 949.591.8150 Our mission is to provide the highest level of client service found in real estate appraisal and consulting throughout Southern vawvv.irr.com/orangecounty California. To accomplish this, we strive to: • Communicate with our clients to understand their specific needs and to report our findings in a meaningful and timely manner. • Maintain and enhance staff education and office resources necessary to thoroughly understand the real estate markets where we practice. • Conduct our analyses and report our conclusions in a manner that is unbiased and consistent with our professional ethics and standards. • Use technology for continuous improvement in client service. • Work as a team with an open sharing of ideas and information, recognizing that helping any member of the firm ultimately benefits the entire group. • Encourage our members to fulfill their personal aspirations regarding family involvement, as well as community and professional services. irr 3 PRO POSAL TO CITY OF SANTA ANA, RFP zo- 25D-197 a Key Personnel Integra Realty Resources Orange County 2151 Michelson Drive Suite 205 Irvine, CA 92612 T 949.591.8150 Management Senior Analysts vwvvvw.lrr.com/orangecauntV J. Richard Donahue, MAI, FRICS Stephanie Kavanaugh Senior Managing Director skavanaugh@irr.com rdonahue@irr.com Meredith McDonald Beth B. Firestone, MAI, AI-GRS, FRICS, CRE mmcdonald@irr.com Executive Director Principal hfinestone@irr.com Paul Kim pkim@irr.com Robert Willette, CCIM rwillettePirr.com Analysts Cathy Williams Cathy.williams@irr.com rrr, 4 PROPOSALTO CITY OF SANTA ANA, RFP 2o- 25D-198 a a Core Competencies Integra Realty Resources Orange County 2151 Michelson Drive Suite 205 Irvine, CA 92612 T 949.591.8150 Real Estate Valuation and Appraisal Counseling, Special Studies, and Review Services www.irccom/orangecounty Dispute Analysis and Litigation Support Public Agency and Right of Way Services Real Estate Valuation and Appraisal The firm is experienced in the appraisal of investmentgradeproperties, in- cluding office buildings, shopping centers, industrial developments, hotels and motels, apartment and condominium complexes, mobile home parks, and in- dustrial and residential subdivision acreage_ We are also experienced in spe- cialty property types, including auto dealerships, restaurants, gas stations, churches, school and colleges, parking structures, agricultural property, mitiga- tion land, waterfront property, shipping terminals and residential estates. Counseling, Special Studies, and Review Services • Many clients find our tailored counseling services to be a cost-effective way to generate reliable information and advice which is specific to their needs. This can include gathering and reporting detailed information relating to supply and demand characteristics, market research based on predefined parame- ters, and examining alternatives in investment or transaction decisions. • We perform specialized studies, including market demand, feasibility, highest and best use, reuse analysis, potential value diminution (from both internal and external influences), the valuation of partial interests, and the study of damages and benefits that may arise in condemnation matters. • We provide both field and desktop reviews of appraisal reports (or otherstud- ies). If appropriate or necessary, our review services can be supplemented with an independent investigation of market conditions or comparable data which may not have been included in the original appraisal. Dispute Analysis and Litigation Support • our senior managing director, Rick Donahue, is qualified in superior and feder- al courts in Orange and Los Angeles Counties on real estate valuation issues. • Other examples of our litigation support services include: ♦ Field and/or desktop review of appraisal reports to determine the objec- tivity of the investigation, the adequacy of the data developed, and the consistency with accepted appraisal practices (including the appraisal practices set forth in the USPAP). ♦ Working with legal counsel to develop effective areas of cross-examination ■ for appraisal and valuation witnesses. 1 r rW 5 PRO POSAL TO CITY OF SANTA ANA, RFP zo- 25D-199 86 a Core Competencies Integra Realty Resources Orange County 2151 Michelson Drive Suite 205 Irvine, CA 92612 T 949.591.8150 ♦ Preparation of graphic and demonstrative exhibits (including charts, graphs, aerial photographs, and videotape) to be used with the presenta- suww.irccom/orangecounty tion of expert testimony. Public Agency and Right of Way Services • We service a wide range of public agency clients, including state, federal and local governmental agencies as well as school districts, public utilities, and transit authorities. Our public agency services include- ♦ Eminent domain valuations ♦ Appraisals of partial takes ♦ Appraisals of full takes Easement valuations • Temporary construction easements • Aerial easements • Subway easements • Conservation easements ♦ Analysis and reports purposed to Uniform Standards of Federal Land Ac- quisitions (the Yellow Book) rrr, 6 PRO POSAL TO CITY OF SANTA ANA, REP zo- 25D-200 87 a Significant Assignments (Completed by the former Kiley Company or J. Richard Donahue, MAI) Santa Ana River Crossing @ 1-405, Santa Appraised aerial rights and temporary construction easements in the river bed required for freeway widening over the Santa Ana River in Orange County for OCTA. One of several dozen jobs completed for the widening on Interstate 405 between Rossmoor and Santa Ana. Westmont College, Montecito Valuation of an existing private college campus containing 451,520 square feet of gross building area. The improvements were constructed phases between 1915 and 2011. The gross site area is 112.49 acres, or 4,900,064 square feet. The subject campus has operated for many decades as Westmont College. Appraisal was completed for financing purposes. Santa Ana Transit Terminal, Santa Ana Appraisal of the fee simple interest in the abandoned Santa Ana Transit Terminal (SATT), as well as a leased fee interest in (1) air space above a 17,440 square foot portion of the SATT (2) surface and air space over a 5,796 square foot portion and (3) the adjacent parking structure . The air and surface rights are occupied by a seven story office building subject to the terms and conditions of an Air Space Lease agreement with OCTA. Coventry Court Apartments, Tustin Valuation of a Seniors apartment complex located in the Tustin Legacy master -planned community within the city of Tustin, CA. It consists of a 240- unit multi -family complex having a gross building area of 350,490 square feet and a net rentable area of 241,600 square feet. Appraisal completed for bond financing and valuation of tax credits. PRO POSAL TO CITY OF SANTA ANA, RFP 2C- 25D-201 Integra Realty Resources Orange County 2151 Michelson Drive Suite 205 Irvine, C4 92612 T 949.591.8150 v .irr.wrn/orangeoounty Irr, Significant Assignments (Completed by the former Kiley Company or I. Richard Donahue, MAI) 0 a Rosecrans/Marquardt Grade Separation Project Appraised fee acquisition, permanent easements and temporary construction easements to facilitate the construction and operation of the grade separation improvements at the intersection of Rosecrans Avenue and Marquardt Avenue at the BNSF right-of-way. 1-405 Freeway Widening Project Appraised several dozen fee acquisition, permanent easements and temporary construction easements for the widening of the San Diego (1-405) Freeway between State Route 73 (SR-73) and Interstate 605 (1-605). The widening includes the addition of one general purpose lane in each direction on 1-405 from Euclid Street to the 1-605 interchange, plus tolled express lanes in each direction of 1-405. from SR-73 to SR-22 east. Bristol Street Widening Project Appraisal of numerous full and partial acquisitions of single-family and commercial properties for the widening of Bristol Street in Santa Ana. 123 Ground Leased Residential Lots, Monarch Bay, Dana Point After being appointed as the Third (Neutral) Appraiser by both the land owner and the (homeowner association, we appraised 123 ground leased lots in the private Monarch Bay community for the purpose of estimating market value of the lots. The purpose of the appraisal was for potential negotiations between both sides to sell the land at an agreed upon discount to the home -owners. PRO POSAL TO CITY OF SANTA ANA, RFP 2C- 25D-202 Integra Realty Resources Orange County 2151 Michelson Drive Suite 205 Irvine, C4 92612 T 949.591.8150 v .irr.wrn/orangeoounty a Significant Assignments ealty Orange CountIntegra Count Resourcesy (Completed by the former Kiley Company or J. Richard Donahue, MAI) 2151 Michelson Drive Suite 205 Irvine, C4 92612 T 949.591.8150 Bel Air Presbyterian Church, Brentwood Y A large church campus containing 86,690 square feet of w .Irr.wrn/orangeoounty building area, highlighted by a 39,157 square foot sanctuary that seats 1,400 persons. Parking for 850 persons is provided on both sides of Mulholland Drive. The church sits on 22.02 acres, with 6.88 acres located on the south side of Mulholland Drive used entirely for parking. The land is zoned RE-15 {north side) and RE-40 (south side), both being very low density residential designations. Appraisal completed for financing purposes Honda World, Westminster The subject property consists of a full service automobile dealership located in Westminster, California. The property is leased to Honda World. The contiguous Lexus dealership on the same land parcel was not a part of this valuation. The dealership contained 47,116 total square feet. The buildings sit on three non-contiguous sites on either side of 23rd Street measuring 181,632 square feet {4.17 acres), zoned C-2 by the city of Westminster. While the land area on the south side of 23rd Street is improved with buildings and a sales lot, this valuation includes only the value of the underlying land. Valuation was completed for lease renewal purposes. LA+USC County Medical Center, Los Angeles Appraisal of three buildings and a central plant that are part of the larger LAC+USC Medical Center. The buildings total 1,499,198 SF and were completed in y _ 2008. They include an eight -story, 691,352-square- foot Inpatient Tower, licensed for 600 acute -care beds; a five -story, 429,351-square-foot Diagnostic and Treatment Center; a seven story, 324,624-square -foot, Clinic Tower (outpatient building), and a 53,871 -square-foot, subterranean Central Plant.. The building towers are connected on Levels 1, 3,4 and 5. The buildings are situated on 20.05 acres at the southeastern portion of the larger 55.53-acre irr. LAC+USC medical campus. Appraisal completed for 9 bond financing. PROPOSALTO CITY OF SANTA ANA, RFP 2C- 25D-203 a Significant Assignments (Completed by the former Kiley Company or J. Richard Donahue, MAI) 1-5 Widening Project, Mission Viejo/ Laguna Niguel Appraisal of 15 properties located along the 1-5 in Mission Viejo and Laguna Niguel for a freeway widening project. Appraised values included fee acquisitions, permanent easement and temporary construction easements, as well as full acquisitions of two gas stations. Property types included commercial, office, retail, industrial and two auto dealerships. SR-91 Corridor Improvement Project, Corona Appraisal of 10 properties for acquisition by the Riverside County Transportation Commission, in partnership with the State of California Department of Transportation, for the 10-year plan for the SR-91 Corridor Improvement Plan. The purpose of the appraisals was to develop an opinion of the fair market value of the larger parcels and proposed acquisitions. Many involved a full before and after valuation with calculations of severance damages. Appraisal review of dozens of acquisitions NOT performed by the Kiley Company Proposed Redevelopment of retail center, Garden Grove/Stanton Valuation of a proposed redevelopment of an 80,000 square foot retail center. The developer proposed the redevelopment to include major tenant space, front pad buildings, ground leases and inline shop space. Total building square footage at the completion of renovation was 150,000 square feet. toCasa Grande, San Juan Capistrano Appraisal of a 42 acre agricultural preserve and cus- tom home lot approved for a 21,516 SF home in the heart of San Juan Capistrano. Appraisal required for estate planning purposes 10 PROPOSALTO CITY OF SANTA ANA. RFP zo 25D-204 Integra Realty Resources Orange County 2151 Michelson Drive Suite 205 Irvine, CA 92612 T 949.591.8150 w .Irr,com/orangeoaunty lirr, a Significant Assignments Integra Realty Resource Orange County (Completed by the former Kiley Company or]. Richard Donahue, MA 1) 2151 Michelson Drive Suite 205 Irvine, CA 92612 T 949.591.8150 Gale Tech Center —Parcel 3, Industry Class B- Industrial Warehouse, known as Gale Tech www.irrxcrn/orangecounty Center - Parcel 1, containing 43,356 gross square feet, located in the City of Industry. The appraisal was made for litigation purposes with both a current date of value and a retrospective 2009 date of value. Beverly Hills High School, Beverly Hills Valuation of an iconic 1, 2 and 4-story high school campus that contains 705,837 square feet of gross building area situated on a 1,090,559 square foot (25.04 acres) site. Appraisal was made in conjunction with our valuation of sub -surface rights related to METRO'S Purple Line Subway Ex€ention. Tejon Ranch Valuation of 266,000 acres for valuation of potential Conservation Easement dedication on behalf of both the Tejon Ranch Conservancy and the California Wildlife Conservation Board. Riverview West Marketplace, Santa Ana r Valuation of Riverview West Marketplace. the Wal- Mart portion of a community center anchored by Wal- Mart (not a part of this appraisal), El Super food store, Ross Dress -for -Less, Radio Shack, Payless Shoes and Discount Giant. The appraisal was performed for loan financing. One Pelican Hill Road, Newport Beach Identified as Villa del Lago, the (then) partially com- pleted 17,000 sf villa set on 12.47 acres. The site in- cluded a cascading lake of over one acre, tennis - court, stable and riding ring, putting green, pool pa- vilion, wine cave, a 14 cargarage, an indoor pool, high-tech theater, gym and sauna & wine cellar. The property was appraised for litigation purposes in an effort to keep it out of bankruptcy proceedings. 11 PROPOSALTO CITY OF SANTA ANA. RFP 2C 25D-205 3z a Integra Realty Resources Significant Assignments Drange`ounty {Coo) pleted by the former Kiley Company or J. Richard Donahue, 2151 Michelson Drive M suite 205 Irvine, CA 92612 T 949.591.8150 While we have highlighted a few of the more unique jobs we have complet- ed in the previous pages, ALL assignments are considered significant to us. www.lrncnm/orangecounty While we are fortunate to have experience in a variety of unique valuation assignments, we also appraise the more traditional and straightforward properties as well. 8-Unit Apartment Building, Santa Monica Valuation of a recently constructed 8-unit apart- ment building in Santa Monica, CA for financing purposes. y ; Single Tenant industrial Building, Lake Forest Market study performed to determine market rent for a 13,061 SF single -tenant warehouse building in Lake Forest. Free-standing Restaurant Tustin, CA Valuation of a Mimi's restaurant in Tustin, CA for portfolio management purposes.. Single Family Residence Emerald Bay, Laguna Beach, CA While we do not appraise single family homes for lending purposes, we are asked to value residential homes for litigation, estate or eminent domain purposes. rrr, 12 FROPOSALTO CITY OF SANTA ANA. RFF zo 25D-206 ,�3 Client List Integra Realty Resources Count Orange County 2151 Michelson Drive Suite 205 Irvine, CA 92612 T 949.591.8150 Cities Attorneys & Law Firms Other Public Agencies and Related Consultants Anaheim Allen Matkins Bender Rosenthal, Inc. www.irr.com/orangemunty Bakersfield Atkinson, Andelson, Loya, Ruud&Roman California Department of Fish Baldwin Park Beck&Christian, LLP and Wildlife Cathedral Cdy Best Best & Krieger, LLP California Department of Glendale Barton Petrini, LLP Transportation (CALTRANS) Hawaiian Gardens Brobeck Phleger & Harrison California HighSpeedRail Authority Indian Wells Brawn Rudnick, LLP California Wildlife Conservation Board Inglewood Feld taw Group Epic Land Solutions, Inc. Irvine Fermzzo& Ferrrazn FOR Engineering, Inc. to Canada(Flintridge Gibson Dunn &Crutcher Housing Authorityoi San Bernardino Laguna Hills Hagen, O'Connell & Hval, LLP Housing Authority of the County of San take Forest Hart, King &Coldren Bernardino Los Angeles County John D. Miller, Esq. Irvine Ranch Water District Executive Office Kent G. Snyder, Esq Hollywood Community Housing Los Angeles Morrison & Foerster Corporation Moreno Valley Law0HicesofTheodarel. Foliani Los Angeles County Department of Newport Beach Law Offices of C. Tucker Cheadle Beaches & Harbors Orange County Loeb&Loeb Los Angeles County Metropolitan Orange Micron, Bubman & Nahmias, LLP Transportation Authority(METRD) Paramount Musick, Peeler & Garrett LLP Los Angeles Department of Pica Rivera Newmeyer&Dillon Water & Power [DWPI Pomona Nossaman, Guthner, Knox &Elliott Los Cerritos Wetlands Authority Redondo Beach O'Melvany& Myers, LLP Morongo Indian Tribe Rialto Ostendorf Tate Barnett, LLP Omnitrans Riverside Rogers & Harris Orange County Transportation San Oemente Rutan&Tucker Authority (OCTA) San Juan Capistrano Snell&Wilmer Overland, Pacific &Culver, LLC Santa Ana Turner & Williams Paragon Partners Ltd. Santa Barbara County Tuttle&Taylor Port of Long Beach Stanton Uriand, Morello, Dunn &Maynard Port of Los Angeles Tustin Varner & Brandt, LLP Riverside County Flood Central District Upland Voss, Cook &Thel Riverside County Transportation Yorba Linda Wilneq Narwitz & Kline Commission (RCLC) Westminster Winthrop Couchot San Bernardino County Transportation Wilson Turner Kosmo, LLP Authority -SBCEA Wolf, Firkin, Shapiro, Schulman San Bernardino County Economic & Rabkin, LLP Development Agency Woodruff, Spradlin & Smart Santa Gabriel Valley Water District Wright Kim Douglas Law Southern California Edison Company The Conservation Fund U.S. Postal Service Wildlife Conservation Board irr® 13 a PROPOSALTO CITY OF SANTA ANA, RFP a.; 25D-207 94 Client List Financial Institutions, Fund Managers and Related Entities Aldrich, Eastman & Walich Allstate Investment Funds AMB Institutional Realty Advisors AVIVACapital Management Bank of America BankAmerica Realty Investors Bank of California Bank of Montreal Bank of New York Bank of Newport Bank of the West Broadway Federal Bank California Bank &Trust California Department of Insurance California Plan for Church Finance California Republic Bank CaIPERS Cathay Bank Central Pacific Bank Chinatrust Bank Chino Valley Bank Church Development Furl Citigroup City National Bank Column Financial Comerira Bank Commercial Bank Competml Real Estate Copley Real Estate Advisors East West Bank Farmers& Merchants Bank Federal Deposit Insurance Corp. First Fidelity Bank First Foundation Bank First National Bank of Chicago Fuji Bank Golden State Bank Great West Life Hokkaido Takushoku Bank Holland Park Services Housing Capital Company IBM Retirement Fund ING Integon Life Insurance Invesco Realty Advisors Johnson Capital 1P Morgan Chase M Financial Institutions, Fund Managers and Related Entities (Cont.) La Salle Bank Corporation LACERA Uncoln N.C. Realty Fund McMahon Real Estate Advisors Morgan Stanley Mortgage and Realty Trust Nano Banc Nationwide Insurance Company Nations Bank North Carolina Dept. of Insurance NorthMarq Capital Orange County Credit Union Pacific First Mortgage Pacific Mercantile Bank Pacific Telesis Group Pacific Western Bank PCD/Sammis Industrial Fund Phoenix Mutual Plaza Bank PM Realty Advisors PNC Real Estate Finance Poppy Bank Preferred Bank ProAmerlm Bank P.P.M. America Prudential Mortgage Capital Co. RBC Builder Finance RREEF Funds Santa Clara Valley Bank Sanwa Business Credit Corp. Stanoorp Financial Group Sun LiFe Insurance Company Sunwest Bank TOW Realty Advisors TIAA The Boston Company The Private Bank of California Trammell Crow Co. Employees Umpqua Union Bank Universal Bank US Bank USF&G Realty Advisors Valley Republic Bank Wedbush Bank Wells Fargo Bank NA Wells Fargo Real Estate Fund WestCap Corporation PROPOSALTO CITY OF SANTA ANA, RFP 2C- Corporations & Development Companies Anaheim Mercedes ARCO Bentall Development Brandywine Development Business Properties, Inc. California Property Specialists Catellus Development Corp Catellus Residential Group CBRE Capital Markets, Inc. Century Life of America Carman Leigh Communities Del Webb Corporation Embassy Suite Hotels Equiva Services E,xon Corporation Fieldstone Development First Regional Capital Advisors Ford Motor Land Forecast Homes Gerald Hines Interests Golden West Equities Properties Granite Homes Greystone Homes Griffin/Related Properties Heller Real Estate Howard Hughes Properties Interstate Consolidated Industry Irvine Land Management Kaiser Development Company Koll Company Land Grant Development Landmark Hotels Low Income Investment Fund MacPherson Automotive Mark IV Properties McDonnell Douglas Realty Melia Homes Mercy House McGaw Inc. Paragon Homes Pepsi Bottling Co. Polygon Homes Public Storage Rite Aid Corporation Sakioka Farms Shell Oil Company Spectrum Land Services Tuttle Click Automotive Union Oil Company Union Pacific Realty USAA Real Estate Company 25D-208 Integra Realty Resources Orange County 2151 Michelson Drive Suite 205 Irvine, CA 92612 T 949.591.8150 www.hrincom/oriangecounty 95 Client List Mon-€+rafit Organizations Alhambra True Light Presbyterian Church First Presbyterian Church of San Gabriel less Ranch Community Church Less Angeles County YMCA Orange County YMCA Orange County Rescue Mission Roman Catholic Diocese of Orange County Southwest California Synod, ELCA School Districts and Educational Institutions Colton Joint Unified School District Huntington Beach Unified School District Los Angeles UnfiieciSchool District Redlands Unified School District San lacirrto Unified High School District Snowline Joint Unified School District Universityal'Southern California 15 PROPOSALTO CITY OF SANTA ANA, RFP 2o- 25D-209 Integra Realty Resources Orange County 2151 Michelson Drive Suite 205 Irvine, CA 92612 T 949.591.8150 www.i rccom/o rangecounty 96 Key Personnel Qualifications Integra Realty Resources Orange County 2151 Michelson Drive Suite 205 Irvine, C4 92612 1. Richard Donahue, MAI, FRICS T949.591.8150 Donahue, Senior Managing Director of Integra Realty Resources— Orange County, has provided real estate appraisal services in Southern California continuously since 1977. Mr. Donahue has previously held management positions www.1rr.com/orangecouMy, at Cashman & Wakefield, Grubb & Ellis/ Landauer, CRWilson & Associates and QMr. Landauer Associates. From 1992 to 1999, Mr. Donahue was a Principal in the firm of Schmitz, Rtach & Donahue before leaving to open Integra's original Orange County office. Mr. Donahue rejoined Integra to manage the office when Beth Firestone, Managing Director for and a principal of Integra Realty Resources —Los Angeles, acquired the former Kiley Company; a long-established and highly regarded valuation firm based in Orange County. Property types which he has appraised include off ex, buildings, shopping centers, industrial buildings, apartment and condominium complexes (including affordable housing projects), subdivisions, mobile home parks, hotels, motels, restaurants, healthcare properties, religious facilities, golf courses, car washes, schools and colleges, parking structures, tmnsrtbriented development projects, shipping terminals and other types of waterfront property, industrial, commercial and residential acreage, agricultural land, mountainous and hillside acreage, heachfront homes and utility and transportation corridors (in fee and as easements), designated open space, and single-family residences including beachfront homes and major estates. He holds a Bachelor of Arts in Historyfrom the California State Polytechnic University, Pomona. He is a past instructor of the Appraisal Institute's USPAP course and seminars, has provided murethan 30 years of volunteer service to the Appraisal Institute, and served as President of the Southern California Chapter of the Appraisal Institute and a member of the organization's National Board of Directors; serving on the Executive Committee and Chair of the Audit Committee. The southern California Chapter recently recognized Mr. Donahue with the Bert L Thornton Professional Service Award in recognition of "nwrny years of unselfish dedication to the Appruisd Institute and its professional goals and for exemplary conduct displayed during his professional coreer" . Mr. Donahue has given expert testimony in federal and superior courts. He also provides appraisal reviews and consultation services when needed. Beth B. Finestone, MAI, AI-GRS, FRICS, CRE Ms. Firestone, Managing Director for and a principal of Integra Realty Resources — ' Orange County has been with the firm since 2004 and has been appraising in Southern California since 1981. She has specialized in valuation and consulting services related to public agency and right-of-way clients and for major, investment - grade commercial properties, e.g., office, industrial, retail, mufti family, land, and special purpose properties, for over30years. Ms.Finestonealsohasexpertisein valuing large tracts of land for mitigation and other purposes, including conservation easements. Ms. Firestone previously held senior positions with Flnesrone & Associates and Cushman&Wakefield of California. At Finestone& Associates from 1996 through 2003, she specialized in real estate appraisal, valuation and consulting services with focus on preparation of appraisals for industrial,commercial, and special purpose properties. This Toms included consultation services, due diligence work, litigation support, and expert witness designation. At Cushman & Wakefield of California, Inc. from 1983 through 1996, Ms. Firestone was in the Orange County Appraisal Services Group, specializing in real estate valuation and consulting. Bythe end of her tenure, she was responsible for the management the Orange County Valuation Advisory Services Group, including preparation and review of appraisal reports, business development, consulting and litigation work management and coordination of multi -property assignmentsand national accounts, professional staff development, and supportstaff supervision. Ms. Finestone s services include a wide range of specialized studies including value diminution [from both internal and external influences], market demand, feasibility, severance damages and project benefits, investment analysis, assessment allocation, reuse analysis, and the valuation of partial interests including leasehold, leased fee, possessory interests, and minority interests. Shehasactedas irr a review appraiser for many public agency clients, such as Orange County Transportation Authority, 99 Orange County Unified School District, and the City of Ontario. 16 PRO POSAL TO CITY OF SANTA ANA, RFP 2C- 25D-210 97 Competitive Advantage Client Satisfaction Integra is committed to streamlining the management and delivery of assignments so our clients have confidence and direct contact with the appropriate individuals. 100% Valuation and Counseling Integra's personnel, resources, data and techniques are focused exclusively on valuaOon and counseling. We do not offerother conflicOng services, and we are independent and have only one interest in mind: The Client. 17 0 PROPOSALTO CITY OF SANTA ANA. RFP zo Industry Leasing Research Integra, through its proprietary database - Datapoint - provides in- depth analytics throughout the U5. This unrivaled database is compiled from more than 100,000 valuation assignments across multiple markets. Elite Professionals Integra has over 165 MAls and more than 30 CREs, more than any other company. With Integra, you get the broadest national coverage with over 60 offices throughout North America and over 900'best in class' valuers. 25D-211 Integra Realty Resources Orange County 2151 Michelson Dnve Suite 205 Irvine, CA 92612 T 949.591.8150 www.Irr.ccm/orangecounty Contact Us Integra Realty Resources Orange County 2151 Michelson Drive Suite 205 Irvine, CA 92612 T 949.591.8150 OmngeCounty@irr.com www. i rr.com/cm ngeco u my Integra Realty Resources Corporate Headquarters 7800 East Union Avenue Suite 400 Denver, CO 80237 T 212.575.2935 F 646.424.1869 info@irr.com www.irr.com m PROPOSALTO CITY OF SANTA ANA, RFP 2o- 25D-212 Integra Realty Resources Orange County 2151 Michelson Drive Suite 205 Irvine, CA 92612 T 949.591.8150 vwvvvw.irr.com/orangemuntV co- 9 Llirr J. Richard (Rick) Donahue, MAI Senior Managing Director Integra Realty Resources — Orange County Professional Expertise Mr. Donahue has been involved in the appraisal of real estate and business properties for over 35 years. Valuation and consulting assignments have encompassed a wide variety of purposes including right-of-way acquisition, tax dissolution, leased fee & leasehold interest, easements, and current value portfolio appraisals and reviews. Clients served include public agencies, developers, investors, banks, portfolio advisors, utility companies, attorneys, fund advisors, non-profit companies, and private parties. Mr. Donahue's experience includes appraisal, litigation support, portfolio valuations, investment analysis, condemnation consulting, due diligence investigation, lease -by -lease analysis, highest and best use studies, market studies, and feasibility analysis. Mr. Donahue is qualified as an expert witness in several Orange and L.A. County Courts. Memberships, Licenses, Professional Affiliations and Education - Appraisal Institute, Member (MAI), No. 7420 C Past Member of the National Board of Directors and Executive Committee o Past Chair of the Audit Committee a Past President of the Southern California Chapter • Former Instructor: USPAP and Al Business Ethics courses • IRAVA, Member • California State Certified General Real Estate Appraiser, License No. AGO08427 Other Accomplishments and Awards • Appraisal Institute: Mr. Donahue is the recipient of the Bert L. Thornton Award, given by the Southern California Chapter of the Appraisal Institute for Outstanding Service to the Appraisal Profession. MAJOR REAL ESTATE APPRAISAL AND CONSULTING ASSIGNMENTS California High Speed Rail Authority, Multiple Properties. Appraisal of multiple parcels in Fresno County for acquisition purposes in conjunction with the proposed High -Speed Rail Project. Also review of multiple appraisals of acreage to be acquired for mitigation and conservation easement purposes. a PROPOSALTO CITY OF SANTA ANA. RFP 2C 25D-213 ioa • Southern California Edison, Santa Barbara Reliability Project. Appraisal of fee acquisitions and overhead transmission line and footing easements for properties along existing 66kv sub - transmission facilities within existing and new utility right-of-way between the existing Santa Clara sub -station in Ventura County and the existing Carpinteria Substation in the city of Carpentaria in Santa Barbara County. Tejon Ranch. Valuation of compensation for the permanent easement for overhead transmission Danes and anchor strips along the west side of Castic Lake in Lebec. • SANBAG, Barton Road Project. Appraisal of multiple parcels in Grand Terrace in Riverside County for acquisition purposes in conjunction with the proposed Barton Road Widening Project. 1 215 Remnant Parcels. Appraisal of multiple parcels along Interstate 215 in San Bernardino for disposition purposes following completion of the 1-215 Widening Project. • Riverside County Transportation Commission (ROTC), 91 Freeway Corridor Improvement Project. Review of third -party appraisals involving full and partial acquisition of properties being acquired for widening of the 91 Freeway. • Nevada Department of Transportation (NDOT), Project NEON Interstate 15 Widening. Review of third -party appraisals prepared for this Las Vegas project on behalf of NDOT to insure compliance with Nevada Right -of -Way and LISPAP compliance. • City of BakersfieldlCaltrans, Centennial Corridor. Review of third -party appraisals involving full and partial acquisition of properties being acquired for construction of the Centennial Corridor in Bakersfield. • Los Angeles County, LAC+USC Medical Complex. Valuation of 1,499,175 SF medical complex in Los Angeles for bond financing purposes. LAC+MLK Hospital. Valuation of a 294,275 SF portion of the larger Martin Luther King Medical Complex for determination of market rent and bond financing. • Los Angeles County Department of Beaches and Harbors. Appraisal of multiple leased fee and leasehold improvements in Marina Del Rey for purposes of establishing ground rent payment on marina owned land and water. • Port of Los Angeles, Berth 400. Valuation of 500-acre berth in the Port of Los Angeles for ground rent renewal purposes. • Port of Long Beach, World Trade Center site. Valuation of a ground leased parcel for potential disposition purposes. Schuler Heim Bridge, valuation of aerial rights adjacent to Schuler Heim Bridge. • Los Angeles County Metropolitan Transportation Authority (LA METRO). Highway 710 Expansion. Performed a feasibility Pricing Analysis for possible expansion from Alhambra to Pasadena to determine potential acquisition costs to LA METRO. Wilshire Western Subway Access Site. Appraisal for acquisition of a subway portal and development site in Los Angeles, CA. Japanese Village. Valuation of sub -surface rights in conjunction with the Regional Connector Project. Westside Extension. Multiple appraisals including full acquisition and temporary construction easements for the extension of the subway system through the west side of Los Angeles. State of California Wildlife Conservation Board, Tejon Ranch. Valuation of 266,000 acres for conservation easement valuation. Bolsa Chica Lower Mesa. Appraisal for acquisition purposes of 114 acres of conservation land in Huntington Beach, CA. City of Newport Beach, Waterfront Encroachment Study. Pricing analysis to determine annual fees to property owners encroaching on waterfrontloceanfront parcels in the city of Newport Beach. NTEGRA REALTY RESOURCES - z ORANGE COUNTY �W Cps PROPOSALTO 101 CITY OF SANTA ANA. RFP 20-09=25D-21 4 Beth B. Finestone, MAI, AI-GRS, FRICS, CRE Experience Ms. Firestone, Executive Director and owner of Integra Realty Resources — Orange County (IRR — Orange County), opened the firm on August 1, 2019, by purchasing Elizabeth M. Kiley, Inc. dba Kiley Co. At IRR — OC Ms. Firestone is responsible for the day to day operations of the firm, including all financial aspects of the Company, as well as staff development, quality control and business development. Ms. Firestone prepares appraisal reports on properties with complex valuation issues and acts a s a consultant for many of her long-term clients. Ms. Firestone is also the Managing Director for Integra Realty Resources — Loa Angeles (IRR — Los Angeles), a separately owned and operated company from IRR — OC. Ms. Firestone has been an appraiser with IRR — Los Angeles since 2004 and has been appraising in Southern California since 1981. She has specialized in valuation and consulting services related to public agency clients and for major, investmentgradecommercial properties, e.g., office, industrial, retail, multifamily, land, and special purpose properties, for over 35 years. Ms. Firestone has also been very active isthe appraisal of land, both entitled and unentitled. She has been involved in the appraisal of open space land, land for mitigation purposes and valuing various types of land forconservation easement purposes. Ms. Firestone was the past president in 2019 for the Southern California Chapter of the Appraisal Institute (SCCAI), the largest Appraisal Institute chapter in the United States. She also holds the AI-GRS designation of the Appraisal Institute. In addition, she is a fellow of the RICS {past board member) and is also a member of the CRE and of the IRWA. She has been honored locally for her professional accomplishments. In May 2009, she was a fos Angeles Business Journal nominee for Executive of the Year —Women Makinga Difference. In October2o06 Ms. Firestone was honored as one of Real Estate Southern California's 2006 Women of Influence for contributions to commercial real estate and devotion to community enrichment. Ms. Firestone's clients include public agencies, right of way firms, lenders, institutional investors, major corporations, law firms, and individual property owners. Her services include a wide range of specialized studies including value diminution (from both internal and external influences), market demand, feasibility, severance damages and project benefits, investment analysis, assessment allocation, reuse analysis, and the valuation of partial interests including leasehold, leased fee, possessory interests, and minority interests. Professional Activities Member: Appraisal Institute (MAI No. 7973) Designation: Appraisal Institute —General Review Specialist (AI-GRS) Fellow: Royal Institution of Chartered Surveyors (FRICS No. 12595381 Member: The Counselors of Real Estate (CRE No. 13907) Member: International Right of Way Association License: California State Certified General Real Estate Appraiser No. AG004030 ExpertTestimony Ms. Firestone is qualified as an expert witness in real estate matters and has testified before: • Superior Courts: Los Angeles and Orange Counties • Arbitration Hearings: Los Angeles County • Tax Appeal Boards: Los Angeles and San Diego Counties Education M.B.A., Pepperdine University B.S., Kinesiology, University of California, Los Angeles Ms. Firestone is currently certified by the Appraisal Institute's program of continuing education for its designated members. She has successfully completed multiple coursesand other requirements of the MAI designation through the Appraisal Institute and American Institute of Real Estate Appraisers. bfinestoneigirr.com — 949-591-8150 go PROPOSALTO CITY DF SANTA ANA, RFP 2C 25D-215 Integra Realty Resources Orange County 2151 Michelson Drive Suite 205 Irvine, CA 92612 T 949-591-8150 www.irr.com/orangecounty Sot a CALIFORNIA UNIFIED CERTIFICATION PROGRAM (CUCP) DEPARTMENT OF TRANSPORTATION OFFICE OF BUSINESS AND ECONOMIC OPPORTUNITY 1823 141h STREET SACRAMENTO, CA 95611 Phone: 916) 324-1700 FAX: 19161324-1662 TTY': 711 December 6, 2019 Beth Finesione Elizabeth M, Kiley, Inc. DBA Integra Realty Resources -Orange County 2151 Michelson Drive, Suite #502 Irvine, CA 92612 Fi1rn ID: 47599 Sublect. Disadvantaged Business Enterprise IDBE) Certification Approval Dear Ms, Flnestore: I am pleased to advise you that after careful review of your application and supporting documentation, the California Department of Transportation (Caltrans) has determined that your firm meets the eligibility standards to be certified as c Disadvantaged Business Enterprise (DBE} as required under the U.S. Department of Transportation's Code of Regulation 49 CFR Part 26, as amended. This certification is also recognized by all USDOT agencies in Califomia. Your firm will be listed in the California Unified Certification Program (CUCP) database of certified DBEs under the following specific areas( of expertise that you have identified on the NAICS Codes form of the application package: NAICS Category Codes Descrlptlon _ 531320 1 Offices of Real Estate Appraisers Work Category Codes Descrlptlon H6531 Real Estate Appraisers and Brokers PROPOSALTO CITY DF SANTA ANA, RFP 2C 2501-216 103 Ms. Beth Rnesfone December 6, 2019 Page 2 Firm ID: 47599 Your DBE certification applies only for the above code(s)_ You may review your firm's information in the CUCP DBE database which can be accessed at Caltrans' website at www.dot.ca.aov/ho/beo/find certified.htm. Any oddltions and revisions must be submitted to Coltrans for review and approval. In order to assure continuing DBE status, you must submit a No Change Declaration form (which will be sent to you), along with supporting documentation. Based on your annual submission that no change in ownership and control has occurred, or if changes have occurred, they do not affect your firm's DBE standing, the DBE certification of your firm will continue until or unless it is removed by our agency. Also, should any changes occur that could affect your certification status prior to receipt of the No Change Declaration, such as changes in your firm's name, business/mailing address, ownership, management or control, ortailure to meet the applicable business size standards or personal net worth standard, please notify is immediately. Failure to submit forms and/or change of information will be deemed a failure to cooperate under Section 26.109 of the Regulations. Caltrans reserves the right to withdraw this cerlification if at any time it is determined that it was knowingly obtained by false, misleading, or incorrect information. DBE certification is subject to review at any time. the firm thereby consents to the examination of its books, records, and documents by Caltrom. For information on DBE contracting opportunities, please visit our website at http:/lwww.dot.ca.aovlhalest/oef. Congratulations, and thank you for your interest in the DBE Program. I wish you every business success and look forward to hearing from you if I may be of any assistance to you in this regard. Sincerely, /4/-� MARYLEE MIGLINO Office Chief Certification Branch PRO POSAL TO CITY OF SANTA ANA, RFP zo- 25D-217 �4✓C0�"e a Skip to Main Content Back To Query Form (I icenseForm.htm) Search Returned 1 Records Thu Jan 09 16:17:20 PST 2020 Query Criteria Certification Types: DBE Finn ID: 47599 Firm ID 47599 DIiA Name INTEGRA REALTY RESOURCES ORANGE COUNTY Firm Name ELIZABETH M_ KILFY INC_ Address Lines 2151 MICHELSON DR_ SUITE 205 Address Line2 City IRVINE state CA Zip Codes 92612 Zip Code2 Mailing Address Lines Mailing Address Line2 Mailing City Mailing State Mailing Zip Codes Mailing Zip Code2 Certification DBE Type EMail bfinestone@irrcom Contact Name BETH B_ FINESTONE Area Code 714 Phone Number 665-6515 Extension Alt Area Code 818 Alt Phone 451 -9261 Number Extension Fax Area Code Fax Phone Number Agency Name DEPARTMENT OF TRANSPORTATION Courdies 19, 30; 33; 36; 37; Districts 07, 08, 11; 12, FROPOSALTO CITY OF SANTA ANA. RFP 20-09125D-21 Q V soy a DBE NAICS 531320, ACDBE NAICS Work Codes H6531 REAL ESTATE APPRAISERS & BROKERS, Licenses REA Real Estate Appraiser, Trucks Gender F Ethnicity CAUCASIAN Firm Type DBE PROPOSALTO CITY OF SANTA ANA. RFP zC 25D-219 Los Angles Coml, One Galway Plaza 213.922.2000 Tel Metropolitan Transportalion Authority Los Angles, CA 9oor2-ay5x rnetro.act Metro December 2, 2019 Ms Beth Finestone Elizabeth M. Kiley Inc. DBA Kiley Company 2151 MICHELSON DR. #205 IRVINE, CA 92612 Subject: Small Business Entemrise Certification Dear Ms Beth Firestone: Metro File 48461 We are pleased to advise you that after careful review of your application and supporting documentation, the Los Angeles County Metropolitan Transportation Authority (Metro) has determined that your firm meets the eligibility standards to be certified as a Small Business Enterprise (SEE) as required under Metro's SBE Program. Your firm will be listed in Metro's SHE database of certified SBEs under the following specific areas of expertise: NAICS 531320: OFFICES OF REAL ESTATE APPRAISERS NAICS 541199, ALL OTHER LEGAL SERVICES NAICS 541990: ALL OTHER PROFESSIONAL, SCIENTTFIC, AND TECHNICAL SERVICES Yom SBE certification is valid for five years from the date of this letter and applies only for the above NAICS code(s). Any additions and revisions most be submitted to Metro for review and approval. In order to ensure your continuing SHE status, you are required to submit an annual update along with supporting documentation. If no chs:nges are noted, then yam SHE status ruins current. If there are changes, Metro will review to determine continued SHE eligibility. Please note, your SBE status remains in effect unless Metm notifies you otherwise. After the five-year certification period, your entire file will be reviewed in order to ascertain continued SHE certification status. You will be notified of the pending SBE status review and any documentation updates necessary prior to the expiration date. Also, should any changes occur that could affect yam certification status prior to receipt of the annual update application, such as changes in your firm's name, business/mailing address, ownership, management or control, or failure to meet the applicable business size standards or personal net worth standard, please notify Metro immediately. Metro reserves the right to withdraw this certification if at any time it is determined that it was knowingly obtained by false, misleading, or incorrect information Your- SBE certification is subject to review at any time. The firm thereby consents to the examination of its books, records, and documents by Metro. Congratulations, and thank you for yam interest in Metm's SBE Program. Should you have any questioms, please contact us at (213) 922-2600. For information on Metro contracting opportunities, please visit our website at www metromet Sincerely, Shirley Wong Principal Certification Officer Diversity & Economic Opportunity Department PROPOSALTO CITY OF SANTA ANA, RFP zC- �.aaMe 25D-220 Sol 25D-221 Certificate to the Clearinghouse at (800) 359-7998 in Los Angeles. VON: 7EN00025 DETERMINATION DATE: March 26, 20I9 gnu cp�,A PROPOSALTO ®� CITY OF SANTA ANA, RFP 2C- 25D-222 �4✓C0�"e HENNESSY & HENNESSY, LLC. APPRAISAL REVIEW SERVICES a Company Experience For more than 40 years, Hennessey & Hennessey's primary emphasis has been appraisal for eminent domain purposes for public agencies, specializing in appraising properties for negotiated acquisitions and litigation, Hennessey & Hennessey has a complete understanding of the process and complexity involved in eminent domain law. This ensures that our reports meet the requirements of the law and the guidelines of the review agency, and provide a useful tool with comprehensive information for the acquisition agent, particularly in cases of partial acquisitions. Hennessey & Hennessey has appraised properties for disposition purposes, budgetary estimates, market studies, negotiations, estate planning, franchise fee negotiations, and litigation matters, and has reviewed appraisals prepared by other firms for similar projects. Hennessey & Hennessey also has assisted in the preparation of right of way cost estimates for project study reports and has provided expert testimony in court cases. Our work includes appraising all types of real property — commercial, retail, office, mixed use, industrial, multi -family and single-family residential, agricultural, and special use properties, and vacant land. We also produce narrative appraisals for full and partial acquisitions of vacant and improved parcels along freeway, railroad, flood control and easement corridors. Many of our appraisals are for multiple -parcel right of way projects. With this background of varied appraisal experience and knowledge of appraisal review requirements in accordance with USPAP and federal requirements, Hennessey & Hennessey is well qualified to review appraisals. We have completed hundreds of appraisal reviews similar in nature and complexity to the appraisal assignments listed above. To document our ability to perform the types of assignments to be completed under the proposed contract and the expertise of our staff and subcontractors, brief descriptions of previously completed appraisals and appraisal reviews are presented below. The key personnel responsible for the completion of these projects will be performing the services to be assigned under the proposed contract. Appraisal Review Experience • San Gabriel Valley Council of Governments - Montebello Grade Separation Project - 2018- current. Reviewed more than 30 appraisals to determine their accuracy and compliance with state and federal guidelines. Key Personnel: Sharon A. Hennessey, MAI, SRNVA, AI-GRS; Susan D. Taylor; and Joseph S. Montano • 1-10 Improvement Project. - 2018- current. Reviewed more than 200 appraisals to determine their accuracy and compliance with state and federal guidelines. Key Personnel:: Sharon A. Hennessey, MAI, SR/WA, AI-GRS; Susan D. Taylor; and Joseph S. Montano • 1-405 Improvement Project - 2016- current. Reviewed more than 300 appraisals to determine their accuracy and compliance with state and federal guidelines. Key Personnel: Sharon A. Hennessey, MAI, SRNVA, AI-GRS; Susan D. Taylor; and Joseph S. Montano • Redlands Passenger Rail Project - 2017- 2019. Reviewed ±40 appraisals to determine their accuracy and compliance with state and federal guidelines. Key Personnel: Sharon A. Hennessey, MAI, SRNVA, AI-GRS; Susan D. Taylor; and Joseph S. Montano PROPOSALTO CITY OF SANTA ANA, RFP zo- 25D-224 Sii a • 1-215 - Placentia Avenue Interchange Project - 2017- current. Reviewed 6 appraisals to determine their accuracy and compliance with state and federal guidelines. Key Personnel.: Sharon A. Hennessey, MAI, SRNVA, AI-GRS; Susan D. Taylor; and Joseph S. Montano • 91 - Corridor Improvement Project - 2011-2014. Appraised or reviewed appraisals prepared by other firms for more than 120 properties. The appraisals included full and partial acquisitions of single- and multi -family residences, railroad and Flood control corridors, industrial office and commercial buildings, service stations, and vacant land. Key Personnel: Sharon A. Hennessey, MAI, SRNVA, AI-GRS; Susan D. Taylor; and Joseph S. Montano • 1-215 Barton Road Interchange Improvement Project - 2015. Reviewed 40 appraisals to determine their accuracy and compliance with state and federal guidelines. Key Personnel: Sharon A. Hennessey, MAI, SRNVA, AI-GRS; Susan D. Taylor; and Joseph S. Montano • 1-15/1-215 Devore junction/Goods Movement Improvement Project - 2012-2014. Reviewed 62 appraisals prepared by other firms to determine their accuracy and compliance with state and federal guidelines. The property types included open space, horse stables, residential, industrial, commercial, and railroad and Flood control corridors. Key Personnel: Sharon A. Hennessey, MAI, SRAVA, AI-GRS; Barbara L. Zachry, MAI; and Joseph S. Montano 4. Staff Sharon A. Hennessey, MAI, SR/WA, AI-GRS Proposed position: Project Manager/Senior Appraiser; valuation analysis and expert witness testimony Sharon A. Hennessey shall act as Project Manager under the proposed agreement Ms. Hennessey has more than 30 years of experience appraising real property with an emphasis on eminent domain and litigation appraisals. Her work has included appraisals of all types of real estate, including industrial, commercial, retail, office, mixed use, and residential properties, as well as unimproved land, for full and partial acquisitions for right of way purposes. Ms. Hennessey has appraised properties for right of way projects for the cities of Anaheim, Lake Forest, Ontario, Riverside, Santa Ana, and Upland. She has also completed appraisal assignments for the Riverside County Transportation Commission, the Orange County Transportation Authority, the Eastern Foothills Transportation Corridor Agencies, and water and school districts, as well as property and right of way acquisition and engineering firms. Ms. Hennessey is qualified as an expert witness in the Superior Court of Orange County. She holds MAI and AI-GRS designations from the Appraisal Institute and the SR/WA designation from the International Right of Way Association. She is a California Certified General Real Estate Appraiser (No. AG003323). Ms. Hennessey is a Senior Member, a Past President, and a former member of the Board of Directors of the International Right of Way Association. She holds a Bachelor of Arts degree from the University of California at Berkeley. In addition to performing the necessary valuation tasks and report preparation, Ms. Hennessey will be the designated Project Manager and Primary Contact for all assignments under this wntracL She will have full management, scheduling, and financial responsibility for performance of the assigned projects. She has a thorough understanding of the complexities of these types of projects and the importance of building and maintaining rapport and a cooperative working relationship with all agencies involved. PROPOSALTO CITY OF SANTA ANA, RFP zo- 25D-225 112 go Joseph S. Montano Proposed position: Administrative Assistant, research, data collection, fieldwork Mr. Montano joined Hennessey & Hennessey in 1999. He has assisted in appraising properties for right of way projects in the cities of Anaheim, Garden Grove, Lake Forest, Riverside, and Santa Ana, as well as for the Riverside County Transportation Commission, the Orange County Transportation Authority, and water and school districts. He will provide data collection and field work services for assignments under this contract. 5. References City of Anaheim Mr. Randy Saldana Development Services 200 S. Anaheim Blvd, Suite 276 Anaheim, CA 92805 (714)765-5186 Project function: Real Property Orange County Transportation Authority Mr. William Mock 550 S. Main Street P.O. Box 14184 Orange, CA 92863 (714)560-575B Project function: Project Manager Riverside County Transportation Commission Ms. Gina Gallagher Project Manager P.O. Box 12008 Riverside, CA 92502 (951) 787-7141 Project function: Project Manager Overland, Pacific & Cutler, Inc. Mr. Brian Everett President & CEO 3750 Schaufele Avenue, Suite 1 So Long Beach, CA 92808 (562) 304-2000 Project function: President & CEO PROPOSALTO CITY OF SANTA ANA, RFP zo- 25D-226 Pnnted on. go 1512017 10 01 29 AM To YCAry most Current eert fiCA110n Slatus go to 111ps Ilwww. raleproCUre Ca gov Office of Srra I Business & DVBE Services Certification ID: 1769942 Legal Business Name: HENNESSEY & HENNESSEY Doing Business As PBA) Name 1: HENNFSSEY & HENNESSEY Doing Business As {DHA} Name 2: Address: 17602 171h Street Suite 102-246 TUSTIN CA 92780-7515 Certification Type 384%cro1 a Email Address. tlhltc@ca rF_Com Business Web Page Business Phone Number, 7141730-0744 Business Fax Number: 7141736 i1221 Business Types: ServrcP Status Frorn Apprnred OW1472017 To 09,3012019 Slay mlormed! KEEP YOUR CERT.; lQATIQN PRO;:ILL UPWOEL)1 -LOG IN at CaleProcure CA GflY Opies.hons? Lmai 0SIJSH1-LPaj& A Q] Call OSDS Main Number 916-375AW i0l 3rd Street, 1-1400. West Sacramento, CA 9%05 PROPOSALTO CITY OF SANTA ANA. RFP a.: 2501-227 CALIFORNIA UNIFIED CERTIFICATION PROGRAM DISADVANTAGED BUSINESS ENTERPRISE CERTIFICATE HF.N11iFSSEV & HENNESSYV LLC 116M 17rH8E. SUM 102. BOX 246 TUSM CA 92780 lt..arr. SHARON A. HENtiE5SE5' Suoisen Arorre rr I M11TCR h.14DILFn P ARTN2 RSHIP Thu mrMale arinaaArdgv that said firm Is appeared 6l lAr Csitfoenla I'a1Drd Callf.adn 7vegram (CI'CP)as a Dludraao8rolBudnen Ennrprtu IDRE) as defined rr the ILS. Dtp.nrtrat of Tran4 onailab (DOT7CER 69 No It, a may ht aaw=rd W. rae tin M119+dbg KAIc%ra4ac AILS Codrf.l .indiraad SIHML PNAICS end. `11" Ofr at Neal FS". Appratrr: Mork htepsr. foam 116511 RPAL EST,%TE APPA AL:EPC i HItf1KFR5 CERTIPTIMIZAGEICY: L'CPFim Namhe- 1.0 4 S.EPARTWNT OTTRANSPORTATION 1123 I4TH STTJIP f, MS Ito SACRANENTD,CA 959100000 ('t16) MAAM t OFT'- LP — - I...IteI. ..A.rl.dn a. pn...t....d.d..v . h.I e61 1s Me L mk. a r.1.6. .F. .l W.. wue wwEl.r, nadr.,' t, -A 1 tPur.auue.w...n w.e..... naPlro..no.A t..16 Pr., 2..M 1, a PRO POSAL TO CITY OF SANTA ANA, RFP 2C- 25D-228 HENNESSEY & HENNESSEY LLC A Wifomia Lifted Liability Company Neil Pirate App.a. 17602 I7b Shret,Soite 102-2d6. Tmtin, Cdrfnmia 92750-7915 (710 M3 7". 1. (714) 730.0321 e-md: h68c®-.rr.® Sh.. A. H®neceet, MU, SR/WA, Al-GRS c tiGed Gmail Rcd auu Appraiser MAI Deai,.ubd MemNernflhe Appraisal rm me ln-p6 A. Henn®ser, SWW A (IRS-W16) A1{,RS D.i,..A M.1,e.f11. Appr Il.utilebe Seoio<Mem6a, Irmeai .] Riftof Wry /wocutioo Senior Member. I¢ternatin.nl P4ht ofw"Aasouation Qualifications of Sharon A. Hennessey, MAI, SR/WA, AI-GRS Experience 1984 to Hennessey & Hennessey LLC, Independent Fee Appraiser - Appraise vacant land, present commercial, industrial, residential, rights of way, and special purpose properties for governmental agencies, corporations, law firms, and private parties. License Certified General Real Estate Appraiser, State of California License No. AG 003323 Expert Witness Qualified as an expert witness in the Orange County Superior Court Professional MAI Designated Member of the Appraisal Institute, Certificate No. 11108 Affiliations AI-GRS Designated Member of the Appraisal Institute Senior Member ofthe International Right of Way Association, Registration Number 3975 President of Chapter 67 International Right of Way Association, 1990 International Director of Chapter 67, International Right of Way Association, 1991 Membership Chairman, International Right of Way Association, 1992 and 1993 Hospitality Chairman, Southern California Chapter Appraisal Institute, 1993 and 1994, 1995, 1996, and 1997 Co -Education Chairman, Southern California Chapter Appraisal Institute, 1998, 1999, 2000, 2001 Education Bachelor of Arts - University of Califurn ia, Berkeley Partial List of Continuing Education: Appraisal Institute USPAP - 1986, 1993, 2000, 20G4, 2006, 2008, Highest & Best Use and Market Analysis - 2012, 2010, 2014 1996 Business Practice and Ethics - 2011, 2015 Advanced Applications - 1996 Federal and California Statutory and Regulatory The Appraisers Complete Review - 1996 LAW - 2015 Advanced Income Capitalization - 1993 Review Theory - General -2014 Report Writing and Valuation Analysis - Complex Litigation Case Studies - 2013 1989 Litigation Appraising: Specialized Topics and Case Studies in Real Estate Valuation - Applications -2013 1988 The Appraiser as an Expert Witness - 2000, 2013 Capitalization Theory & Techniques, Valuation of Detrimental Conditions - 2011 Parts A and B - 1987 Appraisal Curriculum Overview -2010 Real Estate Appraisal Principles - 1985 Hotel/Motel Valuation - 1997 Basic Valuation Procedures - 1985 International Right of Way Association 403 Easement Valuation - 1990, 2013 101 Principles of Real Estate Acquisition - 104 Standards of Practiceforthe Rightof Way 1989 Professional - 2012 401 Appraisal of Partial Acquisitions - 103 Ethics and the Rightof Way Profession - 1992, 1988 2004, 2008 901 Interpreting Engineering Drawings - 206 Presentation Skills - 1992 1936 203 Communications in RE Acquisition - 1991 902 Property Descriptions - 1986 214 Skills of ExpertTestimony - 1990 801 Land Titles - 1986 00 PRO POSAL TO CITY DF SANTA ANA, RFP 2C- 25D-229 116 City of Santa Ana • Warner Avenue Widening Project (Main Street to Grand Ave). Appraised 6 partial acquisitions consisting of industrial and commercial properties. Year completed: 2020. Client: City of Anaheim; Kenny Nguyen, Senior Civil Engineer; phone: (714) 647-5600 22 Remnant Parcels. Appraised 22 parcels excess to the City's needs to establish their market value for disposition purposes. Year completed: 2019. Client: City of Santa Ana; Sean Thomas, Senior Civil Engineer; phone: (714) 647-56SS City of Anaheim • Lincoln Avenue Widening Project (East Street to Evergreen Street). Appraised 12 partial acquisitions consisting of single-family, multi -family, and commercial properties, and a school site. Year completed: currently in progress. Client: City of Anaheim; Rudy Emami, Public Works Director; phone: (714) 765-4311 • ±6,745-Square-Foot Portion of City -Owned Land. Appraised a parcel of land excess to the City's needs for disposition purposes. Year completed: 2019. Client: City of Anaheim; Randy Saldana, Development Services - Real Property; phone: (714) 765-5186 • Street Easement Abandonment. Appraised a portion of a public street under consideration to be abandoned by the City of Anaheim for disposition purposes. Year completed: 2019. Client: City of Anaheim; Randy Saldana, Development Services - Real Property; phone: (714) 765-5186 • ±20,00D-Square-Foot Portion of OCFCD-Owned Land. Appraised a remnant parcel of Orange County Flood Control District land that the District proposes to sell to the City. Year completed: 2019. Client: City of Anaheim; Randy Saldana, Development Services - Real Property; phone: (714) 765-5186 State College Boulevard and La Palma Avenue Intersection Improvement Project. Appraised 6 partial acquisitions of commercial properties as required by the project. Year completed: 2017. Client: City of Anaheim; Rudy Emami, Public Works Director; phone: (714) 765-4311 • South Street Sidewalk Gap Closure Project. Appraised 4 partial acquisitions of 3 industrial properties and 1 residential triplex as required by the project. Year completed: 2016. Client: City of Anaheim; Rudy Emami, Public Works Director; phone: (714) 765-4311 Orange County Transportation Authority (OCTA) • SR-55Improvement Project. Appraised 15 properties for freewaywidening purposes. The appraisals included full and partial acquisitions of industrial, office and commercial buildings, a hotel, and vacant land. Year completed: 2020. Client: OCTA, Daniela Borbe, Project Manager; phone: (562) 755-4297 1510-1520 W. Lincoln Avenue, Anaheim. Appraised commercial land for decision -making purposes. Year completed: 2018. Client: OCTA; William Mock, Project Manager; phone: (714) 560-5758 �w cry ' PROPOSALTO CITY OF SANTA ANA. RFP 2C-°-�,25D-230 ti Placentia Avenue Grade Separation Excess Land. Appraised 3 commercial land parcels for potential disposition as excess land. Year completed: 2018. Client: OCTA; William Mock, Project Manager; phone: (714) 560-5758 Avenida Pico, San Clemente, 1-5 HOV Widening. Appraised 10 properti'es, including a post office, service stations, a fast food restaurant, 2 churches, a duplex, and residential land for road widening purposes. Year completed: 2014. Client: OCTA; Delia Ramirez, Project Manager, phone: (714) 560-5492 HDR Engineering • San Gabriel Valley Council of Governments Montebello Grade Separation Project. Reviewed t14 appraisals to determine their accuracy and compliance with state and federal guidelines. Year completed: currently in progress. Client: HDR; Timothy Green, Project Manager; phone: (951) 320-7300 Redlands Passenger Rail Project. Reviewed ±40 appraisals to determine their accuracy and compliance with state and federal guidelines. Year completed: 2019. Client: HDR; Timothy Green, Project Manager; phone: (951) 320-7300 Riverside County Transportation Commission (RCTC) • 1-215- Placentia Avenue Interchange Project. Reviewed 6appraisals to determine their accuracy and compliance with state and federal guidelines. Year completed: 2020. Client: RCTC, Gina Gallagher, Project Manager; phone: (951) 787-7968 SR-91 Corridor Improvement Project. Appraised or reviewed appraisals prepared by other firms for more than 120 properties. The appraisals included full and partial acquisitions of single-family and multi -family residences; railroad and flood control corridors; industrial, office, and commercial buildings; service stations; and vacant land. Year completed: 2014. Client: RCTC, Gina Gallagher, Project Manager; phone: (951) 787-7968 Overland, Pacific & Cutler LLC 1-10Improvement Project. Reviewed 209 appraisals to determine their accuracy and compliance with state and federal guidelines. Year completed: 2019. Client: Overland, Pacific & Cutler LLC, Ramie Dawit, Project Manager; phone: (951)683-2353 I-405 Improvement Project. Reviewed more than 350 appraisals to determine their accuracy and compliance with state and federal guidelines. Year completed: 2019. Client: Overland, Pacific & Cutler LLC, Daniela Borbe, Project Manager; phone: (949) 951-5263 PROPOSALTO CITY OF SANTA ANA. RFP 20-09125D-231 II® go Approach to Scope of Work for Appraisal Review Services 1. Discuss the assignment with the appraiser and city if necessary, to gain an understanding of the appraisal problem, including identifying the real estate and real property rights to be valued, any potential legal issues, other assumptions and limiting conditions, the intended use and user, and the definition of fair market value. If any legal issues exist, the review appraiser will request a legal opinion from the city's legal counsel. 2. Conduct a field investigation of the subject property with the appraiser if practical. If not practical, the field investigation will be conducted independently. Verify planning and zoning designations with the city, and tax information with the county taxing authority. 3. Read the entire appraisal. Fact check the subject property information and the comparable sales data. For full acquisitions, review the analysis of the fair market value. In regard to partial acquisitions, review the value of the larger parcel and the analysis of the part acquired, with specific attention to any damage and/or benefits that may accrue to the remainder by reason of the acquisition and construction of the project in the manner proposed. The appraisal will be examined to assure that it meets applicable appraisal requirements. Request changes and/or corrections from the appraiser, if required. 4. The appraisal review report will be based on nationally recognized appraisal standards and techniques, including those established by the Uniform Standards of Professional Appraisal Practice (USPAP) and the Uniform Appraisal Standards for Federal Land Acquisition. The appraisal review shall comply with the Uniform Relocation Assistance and Real Property Acquisition Policies Act of 1970, as amended, and implemented by 49 CFR Part 24; Chapter 16, of Title t, Division 7 of the California Government Code, the State of California Relocation Assistance and Real Property Acquisition Guidelines (Title 25, California Code of Regulations Ch 6, Art 1, Section 6000 et seq.); and the California Eminent Domain Law, Code of Civil Procedure section 1230.010 et seq., when applicable. S. If the appraisal report cannot be recommended, discuss with the city the possibility of obtaining an additional appraisal. When necessary, the review appraiser will develop our own opinion of recommended value with documentation. 6. The appraisal review report will include a signed certification of the recommended value of the property that explains the basis for the recommendation. Any damages or benefits to the remainder will be identified in the statement. 7. Provide the appraisal review report electronically to the client. PRO POSAL TO CITY OF SANTA ANA, RFP zo- 2501-232 DESMOND MARCELLO & AMSTER (DMA) GOODWILL APPRAISAL SERVICES + FURNITURE, FIXTURES, MACHINERY AND EQUIPMENT APPRAISAL SERVICES (FF&E) FIRM PROFILE Since 1968, DM&A has provided clients in both the public and private sectors with expertise in the valuation of closely -held businesses, professional practices, and tangible and intangible assets, such as furniture, fixtures, machinery and equipment (FFM&E), and goodwill. DM&A has completed thousands of goodwill loss appraisals under the Goodwill Loss Statute, § 1263.510 of the California Eminent Domain Law, for both government agencies and private parties. The valuation analysts at DM&A work in conjunction with condemning agencies, business owners, attorneys, relocation agents, acquisition agents, developers, FFM&E appraisers, and real estate appraisers to provide defensible goodwill loss opinions. Since the enactment of the California Eminent Domain Law of 1976, DM&A has been a leader in providing litigation support for goodwill loss condemnation cases. DM&A has vast experience with the loss of goodwill, and FFM&E appraisal aspects of right-of-way issues for public works projects. FFM&E appraisal has been an integral part of DM&A's services for over 20 years. Our capability for valuation of assets under § 1263.205 of the California Code of Civil Procedure reflects the depth of our experience with the statute and breadth of the industry knowledge. DM&A's Goodwill Valuation Department consists of six appraisers. The FFM&E Department consists of a dedicated project manager and a sub -consultant who has worked with DM&A for many years. This multi -disciplinary capability enables DM&A to address complex valuation issues involving both appraisal disciplines. The size of our professional staff also enables DM&A to accommodate large projects and tight deadlines. DM&A has the capability and flexibility to adjust to projects ranging from emergency turnaround status to extremely complex in nature. Our collaborative business approach allows DM&A to have a level of quality control and responsiveness that is unique in our market. DM&A can assist clients in various phases of a project, from early planning through final resolution in court proceedings. Major categories of services include budgetary estimates, comprehensive appraisals for eminent domain proceedings, review of reports, and litigation support, including expert testimony. DM&A's appraisers have testified at deposition and at trial on many occasions, with our experts having been involved in most of the published cases involving loss of business goodwill. DM&A's approach to the appraisal process is thorough, collaborative, and professional. Our appraisers recognize the importance of a detailed approach to any assignment, and are cognizant of our role as representing our clients. Our professionals have extensive experience in interviewing business owners, and make efforts to address their concerns and needs. DM&A has bilingual professionals to interface with business owners speaking Spanish. DM&A's qualifications are the result of experience gained in the preparation of thousands of appraisals of tangible and intangible assets in a wide range of industries and business types. In addition, each staff member has extensive experience in the eminent domain and property acquisition process, and detailed understanding of relevant statutory and case law. DM&A's appraisal reports fully comply with the Uniform Standards of Professional Appraisal Practice (USPAP) and applicable regulatory and professional procedures. Our appraisers have completed coursework on USPAP and regularly attend seminars/webinars to keep up to date on USPAP and industry PROPOSALTO Q 221 CITY OF SANTA ANA, RFP 2C 25D-244 DM&A Project Experience Appraisal assignments: Budget Mini Storage (Goodwill and FFM&E)— 1997 Burger Delight (Goodwill and FFM&E)-1997 MAS Auto & Truck Repair (Goodwill and FFM&E) — 1997 Diamond Camshaft (FFM&E)—2000-2001 Metro Market (FFM&E) — 2000-2001 Hacienda Bar (FFM&E) — 2000-2001 Empire Records & Graphics (FFM&E)— 2000-2001 Liberia Hispanico Americano (FFM&E) — 2000-2001 Low Frequency (FFM&E) — 2000-2001 Three Deuces Bar (FFM&E) — 2000-2001 You Name It Printing (FFM&E) — 2000-2001 Easy Cellular (FFM&E)-2000-2001 North American Computer School (FFM&E) — 2000-2001 Principles of Faith Church (FFM&E) —2001 Rancho Liquor (Goodwill and FFM&E) — 2004-2005 American Legion Fontana Post#262 (FFM&E)-2005 Pizza Hut (Goodwill and FFM&E)-2006 The Palms Mortuary (Goodwill and FFM&E)—2006-2008 Multiple Billboards (Goodwill and FFM&E)—2006-2007 Charley's Tastee Shop (FFM&E) — 2006 Appraisal assignments 13 FFM&E Appraisals - 2005-2006 PROPOSALTO CITY OF SANTA ANA, RFP 21: 25D-235 Recent Projects City of Ontario Bon View Avenue to Grove — Environmental Development Area Project Segment 2 2019-2020 FFM&E appraisal of three auto repair businesses, a church, a law office, and a medical office Riverside County Transportation Commission SR-91 Corridor Improvement Project 2011-2018 DM&A completed approximately 40 fixtures and equipment appraisals and 12 loss of goodwill appraisals pertaining to hotels, self -storage facilities, office buildings, beverage distribution center/warehouse, cabinetry store, mobile home park, sports bar, motorsports dealership, boat product store, property management company, equipment rental store, and various restaurants and retail operations. DM&A completed these appraisals during this phase for both full and partial acquisitions. DM&A's experts provided expert witness testimony at deposition and arbitration. San Bernardino County Transportation Authority 2019 Goodwill appraisals of a motel and a Denny's San Bernardino Unified School District Archibald Avenue Improvement Project 2020 Goodwill appraisal of a motel City of Rancho Cucamonga Etiwanda Avenue Grade Separation Project 2019 FFM&E and goodwill appraisal of a hydraulics company PROPOSALTO CITY OF SANTA ANA, RFP 21: 25D-236 TECHNICAL APPROACH - GOODWILL APPRAISAL SERVICES In performing business valuation/goodwill loss appraisal services to the City, DM&A will perform the necessary research, investigation, and analysis to provide written appraisal reports in compliance with the standards of the Uniform Standards of Professional Appraisal Practice (USPAP) as it pertains to business valuations. DM&A takes the following steps in the goodwill valuation process: • Communicate with the City management and/or representatives to ascertain the scope of the assignment and provide responsive proposals for each task order; • Communicate with the subject business and/or representatives to commence the data gathering process; • Review and analyze the financial statements of the subject business, including internal income statements and balance sheets as well as tax returns; • Interview the owners and/or managers of the subject business and/or a review of deposition transcripts. Such interviews/depositions are intended to provide DM&A with a thorough understanding of the business' products, operations, management, employees, marketing, competition, and industry, as well as an understanding of recent financial trends and outlook; • Conduct site and area inspections of both the subject location and the business' relocation site, if applicable; • Review leases and other contracts pertinent to the business' operations; • Coordinate with other professionals, such as fixtures and equipment appraisers, real estate appraisers, and relocation consultants, to avoid duplication of compensation; • Research the business' industry, economic factors affecting the business, and the marketplace for sales of businesses similar to the subject; • Advise relocation consultant regarding the suitability of potential relocation sites and consult on which site(s) will result in the least goodwill loss; • Investigate the impacts of the taking and/or of relocation, if applicable, on the business' revenues and profits in the "after" condition taking into consideration potential betterment; • Implement valuation methods, such as the Income Approach (i.e., Discounted Cash Flow Method, Capitalization of Cash Flow Method) and Market Approach (i.e., Discretionary Cash Flow Multiplier Method, EBITDA Multiplier Method), to determine the value of the business' goodwill in both the before condition and in the after condition. The selection of the appropriate methods depends on the nature of the business and its marketplace in light of DM&A's market research; • Prepare of a valuation report in compliance with USPAP and in accordance with California Code of Civil Procedure sections 1263.320 and 1263.510-1263.530 and California eminent domain law; • Attend any required meetings or conferences with the client regarding appraisal questions; • Provide expert testimony and litigation support, as required; and • Maintain files in accordance with USPAP. gnu cp�,q PROPOSALTO ®� CITY OF SANTA ANA, RFP 2C 25D-237 �4✓C0�"e 124 TECHNICAL APPROACH — FURNITURE, FIXTURES, MACIIINERY AND EQUIPMENT APPRAISAL SERVICES In providing furniture, fixtures, machinery and equipment appraisal services to City, DM&A will perform the necessary research, investigation, and analysis to provide written appraisal reports in compliance with the standards of the Uniform Standards of Professional Appraisal Practice (USPAP), California eminent domain law, California Code of Civil Procedures section 1230.010, the Uniform Relocation Assistance and Real Property Acquisition Policies Act of 1970, and Public Law 91-646 (the Uniform Act) as they pertain to furniture, fixtures, machinery and equipment valuations. Marcus Pigrom will serve as project manager. Enno Palm -Leis will assist as necessary. DM&A's work will encompass steps including, but not limited to, the following: • Communicate with the City management to ascertain the scope of the assignment and provide responsive proposals for each task order; • Coordinate with relocation agents, acquisition agents, and attorneys; • Prepare a complete inventory of the assets at the subject business location. This inventory includes make, model, and serial number (if applicable) of all items, a description of the assets as well as observation of their age, condition, method of installation, if any, and photographs; • Review any documentation pertaining to the assets provided by the business owner and/or manager, such as invoices, depreciation schedules, and construction contracts; • Interview business owners and/or managers; • Research the marketplace for each of the assets identified on -site. Such research includes reference to a variety of publications, as well as discussions with individuals knowledgeable about the market for the assets; • Coordinate with other appraisers to avoid duplication of compensation; • Apply valuation methods including the Market Approach and Cost Approach to the subject assets; • Prepare the appraisal report for submission, including replacement cost new, depreciated value and salvage value in place; • Maintain files in accordance with USPAP; and • Provide expert testimony and litigation support, as required. a PRO POSAL TO CITY OF SANTA ANA, RFP 2C- 25D-238 125 MADELEINE MAMAUX, CFA, ASA PARTNER Ms. Mamaux will serve as the Project Manager for all business goodwill appraisal assignments. Ms. Mamaux began her business valuation career as a financial analyst at DM&A from 1989 to 1991. Having earned an MBA and gaining significant analytical experience in the investment industry, she rejoined DM&A in 1997 as a valuation manager. Ms. Mamaux became a principal at the firm in 2001, and has been a Partner since 2007. Ms. Mamaux's experience in business valuation has focused on the appraisal of goodwill loss in eminent domain matters across California. She has prepared hundreds of loss of goodwill appraisals and spoken on numerous occasions regarding the appraisal of goodwill loss under California's Code of Civil Procedure. In addition, she has prepared valuations of businesses for purposes including estate tax, partnership and corporate dissolution, shareholder buyouts, strategic planning, and financing. Ms. Mamaux has appraised businesses across the retail, manufacturing, industrial, and agricultural sectors, including billboards, restaurants, medical offices, gas stations, and auto repay. During her years away from DM&A, Ms. Mamaux analyzed investment opportunities in fixed -income securities for Teachers' Insurance and Annuity Association (TIAA), the nation's largest private pension fund. She also held an analytical position at Fitch Investors Service, an international bond -rating agency, where she was responsible for assigning credit ratings to large multinational companies. Ms. Mamaux has provided testimony in Los Angeles Superior Court and in arbitration proceedings. A Chartered Financial Analyst, she is a member of the CFA Institute and the Los Angeles Society of Financial Analysts. Additionally, Ms. Mamaux is a Senior Member of the American Society of Appraisers in the Business Valuation discipline and a member of the International Right of Way Association. Ms. Mamaux graduated magna cum laude with a bachelor's degree from Claremont McKenna College. She majored in economics and mathematics and was elected to Phi Beta Kappa. She holds a master's degree in business administration from The Wharton School of the University of Pennsylvania, graduating with distinction with a degree in finance. Ms. Mamaux's court and deposition testimony is available upon request. MARCUS IL PIGROM, ASA SENIOR MANAGER —FURNITURE, FIXTURES, MACHINERY & EQUIPMENT Mr. Pigrom will serve as Project Manager for all FFM&E appraisal assignments. Mr. Pigrom joined Desmond, Marcello & Amster in 2005 as an FFM&E appraiser and became Senior Manager and head of the department in 2009. He has successfully completed hundreds of appraisal assignments in connection with eminent domain proceedings. His appraisal experience includes a wide variety of business types in the manufacturing, retail, and service sectors. Representative projects include the appraisal of mobile homes, industrial machinery and equipment, retail shopping centers, distribution facilities, restaurants, billboards, and service stations. His experience in eminent domain includes coordinating appraisal activities with real estate appraisers to avoid duplication of compensation and making determinations of equipment classifications under California Code of Civil Procedure § 1263.205. go PRO POSAL TO CITY OF SANTA ANA, RFP 2C- 2501-239 126 Mr. Pigrom has prepared fixture and equipment appraisals for numerous agencies across California including Caltrans, Los Angeles Metropolitan Transportation Authority, Riverside County Transportation Commission, City of Corona, San Gabriel Valley Council of Governments/Alameda Corridor East, City of Santa Ana Public Works, and Orange County Transportation Authority. Having testified at deposition and at trial as an expert witness regarding FFM&E valuation, Mr. Pigrom assists attorneys with litigation support services in his area of expertise. Prior to joining DM&A, he had more than two years of experience managing plant operations at a local bottling company. Mr. Pigrom has given presentations to International Right of Way Association (IRWA) chapters throughout California. The subjects of the presentations have included Acquiring Commercial Property: When Appraisal and Relocation Issues Overlap, .Date of Value, Mixed -Use Property Acquisition, and Valuation of Fixtures and Equipment Under Eminent Domain Law. Mr. Pigrom is an Accredited Senior Appraiser (ASA) of the American Society of Appraisers in the Machinery and Technical Specialties discipline and a member of the IRWA. Mr. Pigrom has not been disciplined in the last five years, or at any point, as an appraiser by any government agency or professional association. Mr. Pigrom graduated from Loyola Marymount University in June 2002 with a bachelor's degree in business administration with an emphasis in business law and a minor in history. Mr. Pigrom's court and deposition testimony is available upon request. a PRO POSAL TO CITY OF SANTA ANA, RFP zo- 25D-240 APPENDIX D FORMS 25D-241 a Appendix ATTACHMENT 4-1: NON -COLLUSION AFFIDAVIT CERTIFICATIONS WATER RESOURCES RIGHT OF WAY ACQUISITION SERVICES RFP NO.: 20-091 NON -COLLUSION AFFIDAVIT (Title 23 United States Code Section 112 and Public Contract Cade Section 7106) To the CITY OF SANTA ANA DEPARTMENT OF PUBLIC WORKS In accordance with Title 23 United States Code Section 112 and Public Contract Cade 7106 the BIDDER declares that the bid is not made in the interest of or on behalf of, any undisclosed person, partnership, co npany, association, organization, or corporation; that the bid is genuine and not collusive or sham; that the BIDDER has rot directly or indirectly induced or solicited any other BIDDER to put in a false or sham bid, and has not directly or indirectly colluded, conspired, connived or agreed with any BIDDER or anyone else to put in a sham bid, or that anyone shall refrain from bidding; did the BIDDER has not in any manner, directly or indirectly, sought by agreement, communication, or conference with anyone to fix the bid price of the BIDDER or any BIDDER, or to fix any overhead, profit, or cost element of the bid price, or of that of any other BIDDER, or to secure any advantage against the public body awarding the contract of anyone interested in the proposed contract; that all statements contained in the bid are true; and, further, that the BIDDER has no, directly or indirectly, submitted his or her bid price or any breakdown thereof, or the contents tlxaeof, or divulged information er data relative thereto, or paid, and will not pay, any fee to any corporation. partnership, connpeny association, organization, bid depository, or In any member or agent thereof to effectuate a collusive or sham bid Note: The above Non -collusion Affidavit is part of the Proposal. Signing this Proposal on the signature portion thereof shall also constitute signore of this Non -collusion Affidavit BIDDERS are cautioned that making as false certification may subject the certifier to criminal prosecution. Signed . r/s�,, State of California Cartnttyy of Subscrtc 'bb and sworn to (or affirmed) before ne \dq this day of . 20_, by proved to me on the basis of satis evidence to be the person(s) who appeared before me. llotary Public Signature Notary Public Seal Qty of Santa Ana RFP 20-091 Page A5-1 FROPOSALTO CITY OF SANTA ANA. RFP 20-09125D-242 129 a CALIFORMA JURAT (CAUFORNIA GOVERNMENT CODE § 8202) A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document. STATE OF QALIFORNIA COUNTYOF SCIn 9ti✓�4v�,n� Subscribed and sworn to (or affirmed) before me on this day of 20-aQ by �`h]y proved to me on the basis of (Name of Sfgner(s)) satisfactory evidence to be the person(s) who appeared before me. Pub* (NotarySeal) ADDITIONAL OPTIONAL INFORMATION Description of Attached Document Title or Type of D cument """""" //// Dacume Number of Pages: Signet (s) Oth an Nam!d A v01 Additional Information: PROPOSALTO CITY OF SANTA ANA. RFP 20-09125D-243 rEXEA LOMtIf XttaM Flublk- calXumia Sm BemaMYq County �_ Oanmrysfae X n9X609 MY CWM. Ea ,%M 19, i0I7 w,we date aum/mu 130 Appendix ATTACHMENT 4-2: NON -LOBBYING CERTIFICATION The prospective participant certifies, by signing and submitting this bid or proposal, to the best of his or her knowledge and belief, that: 1. No federal appropriated funds have been paid or will be paid, by or on behalf of the undersigned, to any person for influencing or attempting to influence an officer or employee of any federal agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress m connection with the awarding of any federal cautract, the malting of any federal grant, the making of any federal loan, the entering into of any cooperative agreement, and the extension, contumation, renewal, amendment, or modification of any federal contract, grant, loan, or cooperative agreement. 2. if any funds other than federal appropriated funds have been paid or will be paid to any person for influencing or attempting to influence any officer or employee of any federal agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with this federal contract, grant loan, loan or cooperative agreement, the undersigned shall complete and submit a "Disclosure of Lobbying Activities". This certification is a material representation of fact upon which reliance was placed when this transaction was made or entered into. Submission of this certification is a prerequisite for making or entering into this transaction imposed by Section 1352, Title 31, U.S. Code. Any person who fails to file the required certification shall be subject to a civil penalty of not less than $10,000 and not more than $100,000 for each such failure. The prospective participant also agrees by submitting his or ber bid or proposal that he or she shall require that the language of this certification be included in all lower tier subcontracts, which exceed $100,000 and that all such sub recipients shall certify and disclose accordingly. Film 16th & G Agency Corp DBA The ROW Company Signed and printed Name: ¢e4?~ Michael S. RomoSRNVA Date 00 City of Santa Ana RFP 20-091 Page A5-2 PROPOSALTO CITY OF SANTA ANA, RFP 21: 25D-244 Appendix ATTACHMENT 4-3: NON-DISCRUMNATION CERTIFICATION The undersigned consultant or corporate officer, during the performance of this contract, certifies as follows: 1. The Consultant shall not discriminate against any employee or applicant for employment because of race, color, religion, sex, or national origin. The Consultant shall take affirmative action to ensure that applicants are employed, and that employees are treated during employment without, regard to their race, color, religion, sex, or national origin. Such action shall include, but not be limited to, the following: employment, upgrading, demotion, or transfer, recruitment or recruitment advertising, layoff or termination; rates of pay or other forms of compensation; and selection for training, including apprenticeship. The Consultant agrees to post in conspicuous places, available to employees and applicants for employment, notices to be provided setting forth the provisions of this nondiscrimination clause. 2. The Consultant shall, in all solicitations or advertisements for employees placed by or on behalf of the Consultant, state that all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, or national origin. 3. The Consultant shall send to each labor union or representative of workers with which he/she has a collective bargaining agreement or other contract or understanding, a notice to be provided advising the said labor union or workers' representatives of the Consultant's commitments under this section, and shall post copies of the notice in conspicuous places available to employees and applicants for employment. 4. The Consultant shall comply with all provisions of Executive Order 11246 of September 24, 1965, and of the rules, regulations, and relevant orders of the Secretary of Labor. 5. The Consultant shall furnish all information and reports required by Executive Order 11246 of September 24, 1965, and by rules, regulations, and orders of the Secretary of Labor, or pursuant thereto, and will permit access to his/her books, records, and accounts by the administering agency and the Secretary of Labor for purposes of investigation, to ascertain compliance with such rules, regulations, and orders. 6. In the event of the Consultant's non-compliance with the nondiscrimination clauses of this contract or with any of the said rules, regulations, or orders, the contract may be canceled, terminated, or suspended in whole or in part and the Consultant may be declared ineligible for further Government contracts or federally assisted construction contracts in accordance with procedures authorized in Execution Order 11246 of September 24, 1965, and such other sanctions may be imposed and remedies invoked as provided in Executive Order 11246 of September 24, 1965, or by rule, regulations, or order of the Secretary of Labor, or as otherwise provided by law- 7- The Consultant shall include the portion of the sentence immediately preceding paragraph (1) and the provisions of paragraphs (1) through (7) in every subcontract or purchase order unless exempted a City of Santa Ana RFP 29-091 Page A5-3 PROPOSALTO CITY OF SANTA ANA, RFP 21: 25D-245 132 by rules, regulations, or orders of the Secretary of Labor issued pursuant to Section 204 of Executive Order 11246 of September 24, 1965, so that such provisions will be binding upon each subcontract or purchase order as the administering agency may direct as means of enforcing such provisions, including sanctions for noncompliance; provided, however, that in the event the Consultant becomes involved in, or is threatened with, litigation with a sub -consultant or vendor as a result of such direction by the administering agency, the Consultant may request that the United States enter into such litigation to protect the interests of the United States. S. Pursuant to California Labor Code Section 1735, as added by Chapter 643 Stats. 1939, and as amended, No discrimination shall be made in the employment of persons upon public works because of race, religious creed, color, national origin, ancestry, physical handicaps, mental condition, marital status, or sex of such persons, except as provided in Section 1420, and any consultant of public works violating this Section is subject to all the penalties imposed for a violation of the Chapter. Signed: � Michael S. Romo SRIWA Title: President Firm: 161h & G Agency Corp SBA The ROW Company Date: October 1, 2020 City of Santa Ana RFP 20-091 Page A5-4 gnu con,A PROPOSALTO ®� CITY OF SANTA ANA, RFP 2C- 25D-246 �4✓C0�"e Appendix ATTACHMENT 5 REFERENCES WATER RESOURCES RIGHT OF WAY ACQUISITION SERVICES RFP NO.: 20-091 List and describe fully the contracts performed by your firm which demonstrate your ability to provide the supplies, equipment or services included in the scope of the proposal specifications. Attacb additional traces if required. The City reserves the right to contact each of the references listed for additional information regarding your firm's qualifications. Customer Name: Spitzer and Associates Contact Individual: Candy Spitzer Address: 302 Cypress Creek Lane phone Number: (512) 633-7349 Wimberley, Texas 78676 $750,000.00 v,p ,. 2020 Description of supplies, equipment, or services provided: Subconsultant services: Residential and commercial reloaction assistance services. Reference City of Moreno Valley, Public Works Anna Chacon O.istomer Name: Contact Individual: Address: 14177 Frederick St., Moreno Phone Number (951) 413-3155 Vaiiey, Facsimile Number: CommetAmomt:$100,000.00 year: 2020 Description of supplies, equipment, or services provided: On -Call professional right -of --way services. Referenre San Bernardino County Transportation Authority Paula Beauchamp P.E. Customer Name_ Contact Individual: p Address: 1170 W. Third Street, 2nd Floor Phone Number: (909) 884-8276 an bemarclino, $35,000.00 Yp,,.2020 Description of supplies, equipment, or services provided: Consultant oversight, QAIQC services. THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE. �=4✓coi"e PROPOSAL TO CITY OF SANTA ANA. RFP a.; 25D-247 134 EXHIBIT C COMPENSATION Fee Proposal including hourly rates if applicable Page 11 of 11 Non -Fed Funding (6.1.2020) 2 5 D -24 Q V FEE SCHEDULE Appendix ATTACHMENT FEE SCHEDULE WATER RESOURCES RIGHT OF WAY ACQUISITION SERVICES RFP NO.: 20-091 Certification — I certify that I have read, understand and agree to the terms and conditions of this Request for Proposals. I have examined the Scope of Services (Appendix: Attachment 1) and I am familiar with the scope of work. I am familiar with all the existing conditions and limitation that may affect work requests. I understand and agree that I am responsible for reporting any errors, omissions or discrepancies to the City for clarification prior to the submission of my proposal. Proposer Item Price — Pricing must be inclusive of all costs, including but not limited to, direct and indirect costs for labor, overhead, incidental supplies, travel, mileage, fuel and taxes - Fee Proposal: In addition to Section IV.B.3 (Submittal Requirements: Fee Proposal) fee schedule shall be structured as follows: The fee proposal shall include the firm's standard hourly fee schedule, and/or protect fee schedule where applicable and as outlined in this this documents. A list of all positions and hourly rates required to perform the services described herein. A more detailed scone of work will be prodded whenlif a speck project or Task Order proposal is requested of a consultant. Other Terms and Conditions: 1. The project will be implemented in compliance with the City of Santa Ana's policies, as well as Prevailing Wages and State/Federal Requirements. 2. The City regards the inclusion of California based designs, engineering, and construction professionals, facilities, and services as part of the Team to be highly desirable, but not mandatory. 3. The City reserves the right to amend this Request for Proposal by addendum prior to the final dates of submission. 4. All reports, proposals, or other data or materials, which are submitted, shall become the sole property of the City of Santa Ana with the exception of the confidential Financial Capacity information and fee proposals_ 5. All products used or developed in the execution of any contract resulting from this request will remain in the public domain at the completion of this project. City of Santa Ana RFP 20-091 Page A2-1 gn cp q ®� PROPOSAL TO � CITY OF SANTA ANA. RFP a.: 25D-250 �4✓C0�"e 6- The City has an affirmative action program- The purpose of the affirmative action program is to encourage certified minority business enterprises and women business enterprises. All submitting firms must have established affirmative action programs approvable by the City - During the RFP stage, all firms will need to complete a "Certification of Non -Discrimination by Contractors" for each firm on their team. Project work will be subject to compliance monitoring and enforcement by the Department of Industrial Relations. No contractor or subcontractor may he listed on a proposal for a Public Works project unless registered with the Department of Industrial Relations pursuant to Labor Code section 1725.5. No contractor or subcontractor may be awarded a contract for public works on a Public Works project unless registered with the Department of Industrial Relations pursuant to Labor Code section 1725-5- Contractor or subcontractor means a firm, corporation, partnership, or association who will be substantially responsible or will engage in the performance of any contract for public works project, subject to labor compliance program as determined by the Department of Industrial Relations. The undersigned bidder agrees to famish all labor, tools, material and supplies, and to sustain all expense incurred in doing the work for the items included herein and in accordance with the contract documents and these provisions and City, State and Federal requirements. City of Santa Ana RFP 20-091 Page A2-2 gn co A ®� PRO POSAL TO � CITY OF SANTA ANA, RFP 2C- 25D-251 �4✓C0�"e Proposer shall submit hourly rates schedule, which shall include but not limited to, direct and indirect costs for labor, for staff per job classification, material, equipment rates, overhead, incidental supplies, travel, mileage, and fuel. Any special materials will be purchased by the contractor only after discussed and authorized by the City projects manager or designee in writing. Prior to commencement of services, Contractor shall provide separate quotes, upon request by the City, which shall be approved by the City's Public Works Agency. Note: This contract is subject to prevailing wages. 16th & G Agency Corp DBA The ROW Company - COMPLETE LEGAL NAME OF COMPANY TAXPAYER I D_NO_ 1130 E Green Street Pasadena CA 91106 BUSINESSADDRESS STREET CITYISTATE ZIP CODE x / le&; 6 Michael S. Romo SR/WA President SIGNATURE OF AUTHORIZED AGENT NAME (PRINT) TITLE mromo@rightofwayco.com (909) 488-9500 EMAIL ADDRESS PHONE NUMBER CSLB NUMBER a City of Santa Ana RFP 20-091 Page A1-4 PRO POSAL TO CITY OF SANTA ANA, REP 2C- 25D-252 PW-LR-1000562761 DIR REGISTRATION NUMBER Labor Hourly Brief Description of Duties Classification Loaded Rate Project Manager, $165/hour Responsible for all Levels of service and for staff including Licensed Broker agents as well as managing project, budgets and sub consultants. Acquisition/Relocation $125/hour Manages complex tasks and works closely with PWA project Manager management in the planning and administration of project services. Responsible for all activities of Senior Right of Way Agents and Agents. Utility Manager $125/hour Responsible for delivery of Utility activity including communication with all utilities, sending out claim letters, preparing report of investigation to determine liability, issuing Notice to Owners for City Review, drafting utility agreements when necessary. Railroad Coordinator/ Silo/hour Responsible for all Railroad activities including C&M agreements, Right of Way Flagging Agreements, CPUC applications and other related railroad Certification Agent matters. Responsible for drafting R/W Certifications when necessary. coordinating with CaLtrans Right of Way and addressing comments for final approval. Project Coordinator $55/hour Sets up files, arranges meetings, documents minutes of meetings, supports agents and managers with various activities in preparation of acquisition and relocation meetings with owners and displacees, collects information from agents to update status reports for Project Manager review. OA/flC Manager $125/hour Reviews all processes, documents including agreements, deeds, Legal descriptions, administrative settlements, relocation claims for accuracy and compliance. Senior Right of Way $iio/hour Responsible for the more complex negotiations, drafting offer Agent - Acquisition/ packages, reviewing appraisals, securing settlements, documenting Relocation negotiations, also handles the more complex relocations including business relocations. Right of Way Agent - $90.00 Responsible for the Less complex acquisitions and relocations Acquisition/Relocation including residential relocations, prepares offer packages, eligibility notices, relocation claims. Office assistant $40/hour Assists Project Coordinator and to deliver projects. Assists with administrative tasks such as making photocopies and phones. a PRO POSAL TO CITY of SANTA ANA, RFP 2C- 25D-253 GUIDA :.:..: SURVEYING INC. ��•ir��a�;�.����i�•�;�,ir_��.Sri;����-��►uirr_���i.re,;�rr�.y,i��r Rates effective through June 30, 2021 HOURLY RATES Principal $255.00 Senior Project Manager $228.00 Project Manager $203.00 Project Surveyor $178.00 Survey Analyst $150.00 Survey Technician $125.00 Project Coordinator $ 95.00 Field Survey Rates by Prevailing Wage Classification* 1-Person Survey Crew $188.00 2-Person Survey Crew $300.00 3-Person Survey Crew $433.00 *1-, 2, and 3-person survey crews are inclusive of survey vehicles, conventional and GPSsurvey equipment, and associated survey tools, safety equipment, etc. MINIMUM HOURLY CHARGE (PREVAILING WAGE ONLY) Office classifications will be billed based on the hours worked, no minimum hourly charge. Field classifications will be billed on an hourly basis with a minimum of 4, 6, and 8 hours in accordance with prevailing wage requirements. ESCALATION Non -represented classifications will escalate annually, all field rates will escalate in accordance with the International Union of Operating Engineers, Loral 12. .rr�:irr�,h Straight time will be billed for all work performed on site up to 8 hours each day, Monday through Friday. Overtime will begin after 8 hours, Monday through Friday and on Saturdays. Double time will begin after 12 hours and on Sundays and holidays. The overtime/double labor rates will include: Gvertime (on -site over 8 hours Mon -Fri and Sat) 1.5 times the hourly base rate Sundays and Holidays 2..0 times the hourly base rate Nighttime Non-Gvertime 1.5 times the hourly base rate OTHER DIRECT COSTS 1. Reimbursable costs including but not limited to delivery or messenger charges, additional reprographic costs, utility agency research fees, permits, title company fees, etc., shall be billed at cost plus 15%. 2. Mileage will be billed at the approved IRS rate. 3. Subconsultant fees shall be billed at cost plus 15%. 4. Costs related to specialty survey requirements, i.e. traffic control, specialty safety equipment, etc. will be billed cost plus 15%. 5. Expenses for any special equipment and/or requests shall be at the approval of the client. SOUTHERN CALIFORNIA LOCATIONS LOS ANGELES 444 W Ocean Blvd, Suite 800, Long Beach, CA 908021 ORANGE COUNTY 9241 Irvine Blvd, Suite 100, Irvine, CA 92619 INLAND EMPIRE 424 E. Vanderbilt Way, Suite B, San Bernardino, CA 9240H 1 SAN DIEGO 3su State Place, Escondido, cA92029 TOLL FREE 855-90CU IDA I WWW.GUIDAINC.COM 2021-2020 So Col loua112 rotes approved by R4 05-27-20 HIV COt"e PROPOSALTO CITY OF SANTA ANA, RFP 20- 25D-254 Hourly Rate Schedule Integra Realty Resources - Orange County Key Personnel Fully Burdened Hourly Rate Name Job Function 2020 Rick Donahue, MAI, FRICS Senior Managing Director $375 Rick Donahue, MAI, FRICS Court Related $450 Beth Firestone, MAI, AI-GRS, FRICS, CRE Executive Director $375 Beth Firestone, MAI, AI-GRS, FRICS, CRE Court Related $450 Other Directors/Senior Consultants Consultants $245 Robert Willette, CCIM Senior Real Estate Appraiser $245 Stephanie L Kavanaugh Senior Real Estate Appraiser $200 Meredith McDonald Senior Real Estate Appraiser $200 Paul Kim Senior Real Estate Appraiser $200 Cathy Willliams Real Estate Appraiser $160 Real Estate Analyst $125 Other Labor Charges Name Job Function Fully Burdened Hourly Rate 2020 Christine White Project Manager/Admin. $80 a PROPOSALTO CITY OF SANTA ANA, RFP 21: 25D-255 a HENNESSEY & HENNESSEY LLC A Ca fomia Limited liability Company R®1 Gvlate Appmis 17602 17"5trtxb Suite 102-246 • Tmin, Cal'domia 92780-7915 (714)730A744 e-mail: hhllc�a.n.com Joseph A. Hoa�ey, 81/WA (1928-2016) SeniotMenber, Intetfl lMghtofWay Aso Won 2020 Rates/ Schedule of Fees Senior Appraisers Appraisal Analysts Administrative Assistants Court Testimony 8hatoo A. Heaneney, MAL SEMA, AIGRS Cetufitd Cenaal Rctl E=w A..i., $265.00 per hour $130.00 per hour $75.00 $130.00 per hour $350.00 per hour FROPOSALTO CITY OF SANTA ANA. RFF 20-09125D-256 Rate Schedule Desmond, Marcello & Amster Title Staff Member Standard Rate DepofCourt Annearance Rate GOODWILL Partner Madeleine Mamaux $325 $400 Principal Ricardo Goni 250 350 Manager Kevin Blair 225 325 Analyst Silvia Tauber 140 N/A FIXTURES & EQUIPMENT Senior Manager Marcus Pigrom 225 325 Appraiser Enno Palm -Leis 150 N/A 0 PROPOSALTO CITY OF SANTA ANA, RFP a.: 25D-257 AGREEMENT TO PROVIDE ON -CALL RIGHT OF WAY AQUISITION SERVICES FOR THE CITY OF SANTA ANA THIS AGREEMENT is made and entered into on this 15d' day of December, 2020 by and between Clarkland Resources, Inc., a California corporation ("Consultant"), and the City of Santa Ana, a charter city and municipal corporation organized and existing under the Constitution and laws of the State of California ("City"). RECITALS A. The City desires to retain a consultant having special skill and knowledge in the field of right of way acquisition services on an as needed basis. B. Consultant represents that Consultant is able and willing to provide such services to the City. C. In undertaking the performance of this Agreement, Consultant represents that it is knowledgeable in its field and that any services performed by Consultant under this Agreement will be performed in compliance with such standards as may reasonably be expected from a professional consulting firm in the field. NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the terms and conditions hereinafter set forth, the parties agree as follows: 1. SCOPE OF SERVICES On an on -call basis, and at the City's sole discretion, Consultant shall perform the services described in the scope of work that was included in RFP No. 20-091, which is attached as Exhibit A, and as more specifically delineated in Consultant's proposal, which is attached as Exhibit B and incorporated in full. 2. COMPENSATION a. City neither warrants nor guarantees any minimum or maximum compensation to Consultant under this Agreement. Consultant shall be paid only for actual services performed under this Agreement at the rates and charges identified in Exhibit C. Consultant is one of four (4) consultants selected to provide right of way acquisition services on an on -call basis under RFP 20-091. The total compensation for these services provided by all such consultants selected under RFP 20-091 shall not exceed the shared aggregate amount of $550,000 during the term of the Agreement, including any extension periods. b. Payment by City shall be made within 45 days (forty-five) days following receipt of proper invoice evidencing work performed, subject to City accounting procedures. Payment need not be made for work, which fails to meet the standards of performance set forth in the Recitals, which may reasonably be expected by City. Page 1 of 11 Non -Fed Funding (6. L2020) 2 5 D -2 5Q 3. TERM This Agreement shall commence on the date first written above and terminate on December 14, 2023, unless terminated earlier in accordance with Section 17, below. The term of this Agreement may be extended for two 1-year periods upon a writing executed by the City Manager and City Attorney. 4. PREVAILING WAGES Consultant is aware of the requirements of California Labor Code Section 1720, et seq., and 1770, et seq., as well as California Code of Regulations, Title 8, Section 16000, et seq., ("Prevailing Wage Laws"), which require the payment of prevailing wage rates and the performance of other requirements on "public works" and "maintenance" projects. Ifthe services being performed are part of an applicable "public works" or "maintenance" project, as defined by the Prevailing Wage Laws, and the total compensation is $1,000 or more, Consultant agrees to fully comply with such Prevailing Wage Laws. Consultant shall defend, indemnify and hold the City, its elected officials, officers, employees and agents free and harmless from any claim or liability arising out of any failure or alleged failure to comply with the Prevailing Wage Laws. 5. INDEPENDENT CONTRACTOR Consultant shall, during the entire term of this Agreement, be construed to be an independent contractor and not an employee of the City. This Agreement is not intended nor shall it be construed to create an employer -employee relationship, a joint venture relationship, or to allow the City to exercise discretion or control over the professional manner in which Consultant performs the services which are the subject matter of this Agreement; however, the services to be provided by Consultant shall be provided in a manner consistent with all applicable standards and regulations governing such services. Consultant shall pay all salaries and wages, employer's social security taxes, unemployment insurance and similar taxes relating to employees and shall be responsible for all applicable withholding taxes. 6. OWNERSHIP OF MATERIALS This Agreement creates a non-exclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Consultant under this Agreement ("Documents & Data"). Consultant shall require all subcontractors to agree in writing that City is granted a non-exclusive and perpetual license for any Documents & Data the subcontractor prepares under this Agreement. Consultant represents and warrants that Consultant has the legal right to license any and all Documents & Data. Consultant makes no such representation and warranty in regard to Documents & Data which were provided to Consultant by the City. City shall not be limited in any way in its use of the Documents and Data at any time, provided that any such use not within Page 2 of 11 Non -Fed Funding (6. L2020) 2 5 D -2 59 the purposes intended by this Agreement shall be at City's sole risk. INSURANCE Prior to undertaking performance of work under this Agreement, Consultant shall maintain and shall require its subcontractors, if any, to obtain and maintain insurance as described below: a. Commercial General Liability Insurance. Consultant shall maintain commercial general liability insurance naming the City, its officers, employees, agents, volunteers and representatives as additional insured(s) and shall include, but not be limited to protection against claims arising from bodily and personal injury, including death resulting therefrom and damage to property, resulting from any act or occurrence arising out of Consultant's operations in the performance of this Agreement, including, without limitation, acts involving vehicles. The amounts of insurance shall be not less than the following: single limit coverage applying to bodily and personal injury, including death resulting therefrom, and property damage, in the total amount of $1,000,000 per occurrence, with $2,000,000 in the aggregate. Such insurance shall (a) name the City, its officers, employees, agents, and representatives as additional insured(s); (b) be primary and not contributory with respect to insurance or self-insurance programs maintained by the City; and (c) contain standard separation of insureds provisions. b. Business automobile liability insurance, or equivalent form, with a combined single limit of not less than $1,000,000 per occurrence. Such insurance shall include coverage for owned, hired and non -owned automobiles. C. Worker's Compensation Insurance. In accordance with the provisions of Section 3700 of the Labor Code, Consultant, if Consultant has any employees, is required to be insured against liability for worker's compensation or to undertake self- insurance. Prior to commencing the performance of the work under this Agreement, Consultant agrees to obtain and maintain any employer's liability insurance with limits not less than $1,000,000 per accident. d. If Consultant is or employs a licensed professional such as an architect or engineer: Professional liability (errors and omissions) insurance, with a combined single limit of not less than $1,000,000 per claim with $2,000,000 in the aggregate. e. The following requirements apply to the insurance to be provided by Consultant pursuant to this section: i. Consultant shall maintain all insurance required above in full force and effect for the entire period covered by this Agreement. ii. Certificates of insurance shall be furnished to the City upon execution of this Agreement and shall be approved by the City. iii. Certificates and policies shall state that the policies shall not be canceled or reduced in coverage or changed in any other material aspect without thirty (30) days prior written notice to the City. iv. Where the amounts or coverage provided by the certificates of insurance provides coverage greater than those listed by this Agreement, the amounts provided by the certificates of insurance shall be incorporated by reference Page 3 of 11 Non -Fed Funding (6. L2020) 2 5 D -2 (� V O into the Agreement. V. Consultant shall supply City with a fully executed additional insured endorsement. f. If Consultant fails or refuses to produce or maintain the insurance required by this section or fails or refuses to furnish the City with required proof that insurance has been procured and is in force and paid for, the City shall have the right, at the City's election, to forthwith terminate this Agreement. Such termination shall not affect Consultant's right to be paid for its time and materials expended prior to notification of termination. Consultant waives the right to receive compensation and agrees to indemnify the City for any work performed prior to approval of insurance by the City. 8. INDEMNIFICATION Consultant agrees to defend, and shall indemnify and hold harmless the City, its officers, agents, employees, contractors, special counsel, and representatives from liability: (1) for personal injury, damages, just compensation, restitution, judicial or equitable relief arising out of claims for personal injury, including death, and claims for property damage, which may arise from the negligent operations of the Consultant, its subcontractors, agents, employees, or other persons acting on its behalf which relates to the services described in section 1 of this Agreement; and (2) from any claim that personal injury, damages, just compensation, restitution, judicial or equitable relief is due by reason of the terms of or effects arising from this Agreement. This indemnity and hold harmless agreement applies to all claims for damages, just compensation, restitution, judicial or equitable relief suffered, or alleged to have been suffered, by reason of the events referred to in this Section or by reason of the terms of, or effects, arising from this Agreement. The Consultant further agrees to indemnify, hold harmless, and pay all costs for the defense of the City, including fees and costs for special counsel to be selected by the City, regarding any action by a third party challenging the validity of this Agreement, or asserting that personal injury, damages, just compensation, restitution, judicial or equitable relief due to personal or property rights arises by reason of the terms of, or effects arising from this Agreement. City may make all reasonable decisions with respect to its representation in any legal proceeding. Notwithstanding the foregoing, to the extent Consultant's services are subject to Civil Code Section 2782.8, the above indemnity shall be limited, to the extent required by Civil Code Section 2782.8, to claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant. 9. INTELLECTUAL PROPERTY INDEMNIFICATION Consultant shall defend and indemnify the City, its officers, agents, representatives, and employees against any and all liability, including costs, for infringement of any United States' letters patent, trademark, or copyright infringement, including costs, contained in the work product or documents provided by Consultant to the City pursuant to this Agreement. 10. RECORDS Consultant shall keep records and invoices in connection with the work to be performed under this Agreement. Consultant shall maintain complete and accurate records with respect to Page 4 of 11 Non -Fed Funding (6. L2020) 2 5 D -2 61 the costs incurred under this Agreement and any services, expenditures, and disbursements charged to the City for a minimum period of three (3) years, or for any longer period required by law, from the date of final payment to Consultant under this Agreement. All such records and invoices shall be clearly identifiable. Consultant shall allow a representative of the City to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement during regular business hours. Consultant shall allow inspection of all work, data, documents, proceedings, and activities related to this Agreement for a period of three (3) years from the date of final payment to Consultant under this Agreement. 11. CONFIDENTIALITY If Consultant receives from the City information which due to the nature of such information is reasonably understood to be confidential and/or proprietary, Consultant agrees that it shall not use or disclose such information except in the performance of this Agreement, and further agrees to exercise the same degree of care it uses to protect its own information of like importance, but in no event less than reasonable care. "Confidential Information" shall include all nonpublic information. Confidential information includes not only written information, but also information transferred orally, visually, electronically, or by other means. Confidential information disclosed to either party by any subsidiary and/or agent of the other party is covered by this Agreement. The foregoing obligations of non-use and nondisclosure shall not apply to any information that (a) has been disclosed in publicly available sources; (b) is, through no fault of the Consultant disclosed in a publicly available source; (c) is in rightful possession of the Consultant without an obligation of confidentiality; (d) is required to be disclosed by operation of law; or (e) is independently developed by the Consultant without reference to information disclosed by the City. 12. CONFLICT OF INTEREST CLAUSE Consultant covenants that it presently has no interests and shall not have interests, direct or indirect, which would conflict in any manner with performance of services specified under this Agreement. 13. NON-DISCRIMINATION Consultant shall not discriminate because of race, color, creed, religion, sex, marital status, sexual orientation, gender identity, gender expression, gender, medical conditions, genetic information, or military and veteran status, age, national origin, ancestry, or disability, as defined and prohibited by applicable law, in the recruitment, selection, teaching, training, utilization, promotion, termination or other employment related activities or any services provided under this Agreement. Consultant affirms that it is an equal opportunity employer and shall comply with all applicable federal, state and local laws and regulations. 14. EXCLUSIVITY AND AMENDMENT This Agreement represents the complete and exclusive statement between the City and Consultant, and supersedes any and all other agreements, oral or written, between the parties. In Page 5 of 11 Non -Fed Funding (6. L2020) 2 5 D -2 (� V 2 the event of a conflict between the terms of this Agreement and any attachments hereto, the terms of this Agreement shall prevail. This Agreement may not be modified except by written instrument signed by the City and by an authorized representative of Consultant. The parties agree that any terms or conditions of any purchase order or other instrument that are inconsistent with, or in addition to, the terms and conditions hereof, shall not bind or obligate Consultant or the City. Each party to this Agreement acknowledges that no representations, inducements, promises or agreements, orally or otherwise, have been made by any party, or anyone acting on behalf of any party, which is not embodied herein. 15. ASSIGNMENT Inasmuch as this Agreement is intended to secure the specialized services of Consultant, Consultant may not assign, transfer, delegate, or subcontract any interest herein without the prior written consent of the City and any such assignment, transfer, delegation or subcontract without the City's prior written consent shall be considered null and void. Nothing in this Agreement shall be construed to limit the City's ability to have any of the services, which are the subject to this Agreement performed by City personnel or by other consultants retained by City. 16. TERMINATION This Agreement may be terminated by the City upon thirty (30) days written notice of termination. hi such event, Consultant shall be entitled to receive and the City shall pay Consultant compensation for all services performed by Consultant prior to receipt of such notice of termination, subject to the following conditions: a. As a condition of such payment, the Executive Director may require Consultant to deliver to the City all work product(s) completed as of such date, and in such case such work product shall be the property of the City unless prohibited by law, and Consultant consents to the City's use thereof for such purposes as the City deems appropriate. b. Payment need not be made for work that fails to meet the standard of performance specified in the Recitals of this Agreement. 17. WAIVER No waiver of breach, failure of any condition, or any right or remedy contained in or granted by the provisions of this Agreement shall be effective unless it is in writing and signed by the party waiving the breach, failure, right or remedy. No waiver of any breach, failure or right, or remedy shall be deemed a waiver of any other breach, failure, right or remedy, whether or not similar, nor shall any waiver constitute a continuing waiver unless the writing so specifies. 18. JURISDICTION - VENUE This Agreement has been executed and delivered in the State of California and the validity, interpretation, performance, and enforcement of any of the clauses of this Agreement shall be Page 6 of 11 Non -Fed Funding (6. L2020) 2 5 D -2 63 determined and governed by the laws of the State of California. Both parties farther agree that Orange County, California, shall be the venue for any action or proceeding that may be brought or arise out of, in connection with or by reason of this Agreement. 19. PROFESSIONAL LICENSES Consultant shall, throughout the term of this Agreement, maintain all necessary licenses, permits, approvals, waivers, and exemptions necessary for the provision of the services hereunder and required by the laws and regulations of the United States, the State of California, the City of Santa Ana and all other governmental agencies. Consultant shall notify the City immediately and in writing of its inability to obtain or maintain such permits, licenses, approvals, waivers, and exemptions. Said inability shall be cause for termination of this Agreement. 20. 1VIISCELLANEOUS PROVISIONS a. Each undersigned represents and warrants that its signature herein below has the power, authority and right to bind their respective parties to each of the terms of this Agreement, and shall indemnify City fully, including reasonable costs and attorney's fees, for any injuries or damages to City in the event that such authority or power is not, in fact, held by the signatory or is withdrawn. b. All Exhibits referenced herein and attached hereto shall be incorporated as if fully set forth in the body of this Agreement. 21. NOTICE Any notice, tender, demand, delivery, or other communication pursuant to this Agreement shall be in writing and shall be deemed to be properly given if delivered in person or mailed by first class or certified mail, postage prepaid, or sent by fax or other telegraphic communication in the manner provided in this Section, to the following persons: To City: Clerk of the City Council City of Santa Ana 20 Civic Center Plaza (M-30) P.O. Box 1988 Santa Ana, CA 92702-1988 Fax: 714- 647-6956 With courtesy copies to: Nabil Saba, Executive Director, Public Works Agency City of Santa Ana 20 Civic Center Plaza (M-21) P.O. Box 1988 Santa Ana, California 92702 Fax:714-647-5635 Page 7 of 11 Non -Fed Funding (6. L2020) 2 5 D -2 64 To Consultant: C1arkLand Resources, lne, Attention: Ms. Linda Clark, Presidenl/CEO 4167 Avenida de la Plata, Suite -108 Oceanside, California 92056 Fax: (760) 560-1662 A party may change its address by giving notice in writing to the other party. Thereafter, any communication shall he addressed and transmitted to the new address. If sent by mail, communication shall be effective or deemed to have been given three (3) days after it has been deposited in the United States mail, duly registered or certified, with postage prepaid, and addressed as set forth above. if sent by fax, communication shall be effective or deemed to have been given twenty-four (24) hours after the time set forth on the transmission report issued by the transmitting facsimile machine, addressed as set forth above. For purposes of calculating these time frames, weekends, federal, state, County or City holidays shall be excluded. IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first above written. ATTEST: Daisy Gomez Clerk of the Council APPROVED AS TO FORM: SONIA R. CARVALHO City Attorney By: ClrzunQ- Laura A. Rossini Acting Chief Assistant City Attorney RECOMMENDED FOR APPROVAL: Nabil Saba Executive Director ..Public Works Agency Non-Fod Funding (6.12020) CITY OF SANTA ANA Kristine Ridge City Manager CONSULTANT: Linda Clark President/CEO Page 8 of 11 25D-265 EXHIBIT A SCOPE OF SERVICES Page 9 of 11 Non -Fed Funding (6.1.2020) 2 5 D -2 66 Appendix ATTACHMENT 1 SCOPE OF WORK CITY OF SANTA ANA REQUEST FOR PROPOSALS FOR WATER RESOURCES RIGHT OF WAY ACQUISITION SERVICES RFP NO.: 20-091 Introduction and Background: The City of Santa Ana ("Santa Ana" or "City") is the county seat and the second most populous city in Orange County, California, with over 343,000 residents. It is the 57a' most -populous city in the United States. Santa Ana is located in Southern California, adjacent to the Santa Ana River, about 10 miles away from the California coast. Founded in 1869, the City is part of the Greater Los Angeles Area, the second largest metropolitan area in the United States with almost 18 million residents in 2010. The City of Santa Ana Public Works Agency (PWA) is soliciting proposals for Water Resources Right of Way Acquisition Services. The City is looking for a multi -functional consultants to advise the City and provide real property acquisition, appraisal and related services. The Consultants shall adhere to professional standards, the Uniform Act, Caltrans Right of Way Manual, FHWA requirements, and applicable laws and regulations. This request for proposal (RFP) provides interested qualified firms with the information enabling them to submit a Service Bid Proposal and the services described herein. Description of Work: On as needed basis, the selected fum/s shall provide the City with the following services as described herein. The selected Consultant/s will be expected to manage and control costs and resources, and complete work in adherence to the agreed upon project schedule and terms. The consultants shall be able to provide the following tasks and not limited to: property appraisal, appraisal review, partial and full acquisition and relocation related functions, easements, temporary construction easements, disposition and excess of properties, negotiate price, identify and manage right of way needs, right of way engineering, development relocation plans and relocation services according to Relocation Law, negotiation with property owners and tenants, cost relocation analysis, right of way cost analysis, and related documentation preparation and management to right of way acquisition. City of Sar 2091 Coordination and Proiect Management: • The Consultants shall review the assigned project with City Staff, coordinate and review of all documents, and become familiar with the tasks related to the project. • Develop feasible work plans and schedules to complete the services. Schedule should identify critical path tasks, and be updated prior to each monthly meeting. • Conduct monthly meetings with the City Staff to discuss progress and project activities. • Coordinate with City Staff and specialty consultants, and others to resolve project issues. • Prepare progress status reports and presentations as needed • Monitor and prepare update schedules, templates for appraisals, statements, agreements, acquisitions, relocations, and related information thereof. • Establish and implement quality assurance and quality control documentation protocols with each of the deliverables. • Attend City Council meetings (if necessary) and present Appraisal Services: • Appraisals shall conform with the Uniform Relocation Assistance and Real Property Acquisition Act (Uniform Act) and Uniform Standards of Professional Appraisal Practice (USPAP). • Prepare appraisals for all the parcels and properties as determined for each project. • Develop opinion and cost for fee analysis for each project. • Provide current preliminary title report with all exceptions. • Proved plats, legal descriptions for project. Appraisal Review Services: • As required by the Uniform Act, appraisals report must be reviewed by an independent appraisal reviewer. • Prepare review report with findings and conclusions. • Prepare "Statement of Just Compensation" to the City. • For partial takes, (if any) document value of remaining property and impacts. Acquisition Services: • Acquisition must occur within 30 days of appraisal approval. • Upon City concurrence of Just Compensation, prepare offer letter and arrange meetings to discuss offer and acquisition. • Prepare and manage right of way purchase process, coordinate appraisal, escrow, final settlement memorandum and related tasks to complete the right of way acquisition. • Negotiate and be available to discuss acquisition with the owners and explain the process. Additional Services: If requested, the Consultants shall provide the following services: • Assist in utility relocation, street vacation and like matters • Negotiate for loss of rent agreements, where applicable, • Negotiate for rights of entry and environmental audits, • Provide consultation services, • Assist in clearing any encumbrances and or liens to title, • Negotiate for loss of business goodwill, where applicable, • Utility coordination and relocation, including franchises: telephone, cable, railroad, electrical (where applicable), • Prepare right of entry documentation, • Property Management, if applicable, • Right of Way Certification, if applicable All completed reports shall be certified to be correct and signed by the responsible parties doing the assigned work. General Requirements and Project Deliverables: • The selected firm/s shall submit to the City copies of all correspondence, contracts, appraisals, and all other reports related to the subject in connection with the project. • The selected fum/s shall obtain all necessary permits, and licenses from the City and local jurisdiction prior to commencing any of the work. • All work shall be performed to the specific project and or location as detailed in the notice to proceed and indicated by the City. • All reports, analyses, and technical memoranda shall be submitted electronically to the City and include all the information as required. *A list of positions and hourly rates shall be included as part of the proposal and included in the seal bid package. See Attachment 4 — ADDITIONAL PROVISIONS for a sample breakdown. Consultant Responsibilities: The Consultant shall be able to comply with Caltrans Local Assistance Procedure Manual, Exhibit 10-K — Consultant Annual Certification of Indirect Costs and Financial Management System, and any other state audit and or federal government agency. This section is applicable to all federal funded related project related services. City Responsibilities: The City will provide information in its possession relevant to the preparation of the required information in the RFP. The City will provide only the staff assistance and the documentation specifically in referred to herein. EXHIBIT B CONSULTANT'S PROPOSAL Page 10 of 11 Non -Fed Funding (6.1.2020) 2 5 D-2 /�J O �' 1 ram, - 2 L"'CATION Statement of Qualifications City of Santa Ana Water Resources Right of Way Acquisition Services (RFP No. 20-091) 7 it to p111a is Prepared for: �_�' Ohl, °o o „9 City of Santa Ana Santa Ana Public Works Agency 20 Civic Center Plaza Santa Ana, CA 92701 Due: October 8, 2020 1 ' Prepared by: Aequis? 25D-271 ,land all A� es urcesinc_ Table of Contents City of Santa Ana Public Works Agency - Water Resources Right of Way Acquisition Services (RFP 20-091) Table of Contents Statement of Qualifications Click on page number to go to Section SectionA ............. Cover Letter....................................................................................................................... Page 1 Section B............. Contract Agreement Statement......................................................................................... Page 2 Section C............. Firm and Team Experience ............................................................................................... Page 2 Section C.1 ........ Project Organization Chart...................................................................................... Page 3 SectionC.2........ Key Staff................................................................................................................ Page 4 Table C-1 .... Key Project Staff — Availability, Education, Experience, and Credentials ............... Page 4 Section C.3........ Subconsultants........................................................................................................ Page 7 SectionCA........ Resumes................................................................................................................. Page 7 Section D............. Understanding of Need ...................................................................................................... Page 8 Section D.1 ........Appraisal Services................................................................................................... Page 8 Section D.2........ Right of Way Services............................................................................................. Page 10 Section D 3........ Typical Project Timeline........................................................................................... Page 12 Section DA........ Title and Escrow Services....................................................................................... Page 14 SectionD.5........ Relocation................................................................................................................ Page 15 Section D.6........ Management Approach........................................................................................... Page 15 Section E............. Relevant Project Experience............................................................................................. Page 16 Table E-1..... Relevant Project Experience for Clark Land and our Staff ...................................... Page 17 SectionF............. References....................................................................................................................... Page 19 Section 2............. Scope of Services and Schedule ....................................................................................... Page 19 Appendices Appendix 1 .......... Resumes for Key Staff Michael Harris, R/W-NAC — Senior Relocation Agent ........................ Kathy Cabanilla - Right of Way/Relocation Agent .............................. lain Reilly, RWA - Senior Acquisition Agent ....................................... Mike Flanagan, SR/WA, R/W-NAC - Project Manager ....................... Sue Cope, SR/WA - Principal in Charge ............................................ Jim Fishinger, RWA - QA/QC/Broker................................................. Pam Parr, RWP-TN - Property or Facilities Management .................. Susan Sanchez - Title Research/Policies/Clearance ......................... Seth Fontes - Title Research/Policies/Clearance ............................... (Sub) James Rios, PLS, Towill - Right of Way Engineering ............... (Sub) Chris Johnson, LSIT, Towill - Right of Way Engineering.......... (Sub) Mark Hendrickson, MAI, AI-GRS - Appraiser ........................... (Sub) Anderson & Brabant - Review Appraiser .................................. ....... Appendix Page 1 ....... Appendix Page 2 ....... Appendix Page 4 ....... Appendix Page 7 ....... Appendix Page 9 ....... Appendix Page 12 ....... Appendix Page 14 ....... Appendix Page 15 ....... Appendix Page 17 ....... Appendix Page 18 ....... Appendix Page 19 ....... Appendix Page 21 ....... Appendix Page 23 ....... Appendix Page 25 Appendix 2.......... Attachment 5 - References.............................................................................. Appendix Page 28 Attachment 5 - References.............................................................................. Appendix Page 29 Appendix 3.......... Certifications................................................................................................... Appendix Page 30 Attachment 4-1: Non -Collusion Affidavit Certifications .................................... Appendix Page 31 Attachment 4-2: Non -Lobbying ati Appendix Page 32 Attachment 4-3: Non-Discrimin 472............................................ Appendix Page 33 Section A I Cover Letter Linda Clark, RWP AgMhk President/CEO aoWcC 4167 Avenida de la Plata, Suite 108 Oceanside, CA 92056 ^'^s^'n a"Iin da.clark@cIarklandresources.com Iindaark@cIarklandresources.com lark N: (760) -162 F: (760)560560-1662 Q (760) 550-0217 www.clarklandresources.com October 8, 2020 Mr. Armando Fernandez Project Manager City of Santa Ana afernandez(cDsanta-ana.org (uploaded via Planet Bids) Subject: Proposal for Water Resources Right of Way Acquisition Services, Request for Proposal 20-091 Dear Mr. Fernandez: Clark Land Resources, Inc. (Clark Land) — a California Department of General Services (DGS) Small Business (SB) and a California Public Utilities Commission (CPUC) certified Woman -Owned Business (WBE) — appreciates the opportunity to provide the City of Santa Ana (City) our proposal for the subject contract. We are excited to bring our local, solutions -oriented team to assist the City as we have done with other municipalities in the Inland Empire, San Diego, and Imperial Valley regions. Clark Land's priority is to provide services with the highest level of integrity and ethics in adherence to the Standards of Care set forth by the International Right of Way Association (IRWA). The quality of Clark Land's work is demonstrated by the continuing renewal of contracts for as -needed real property/right of way services. Many of Clark Land's contracts started several years ago and are ongoing due to the trust the client has developed in the Clark Land team to protect the property rights of the client, maintain a positive image of the public entity, and treat property owners with dignity and respect to foster and maintain positive relationships with property owners on behalf of the client. Clark Land has on -going, on -call contracts with the City of Moreno Valley, City of San Diego, City of Irvine, City of Carlsbad, Elsinore Valley Municipal Water District, San Diego County Water Authority, Carlsbad Municipal Water District, Rainbow Municipal Water District, San Diego Gas & Electric, and SoCalGas. Due to our reputation for high ethical standards and performing work with impeccable integrity, Clark Land has grown to be one of the largest right of way companies in Southern California. Professional Experience: Clark Land has over 50 staff working in Southern California. Of those, over 30 are certified and/or licensed professionals. Our staff hold California licenses as Real Estate Salespersons or Brokers, Notaries, and Professional Engineers; as well as right of way professionals certified by the IRWA. In the past 5 years, Clark Land has acquired over 500 easements and cleared over 1,600 encroachments for clients in Southern California. Authorized Officer: Linda Clark, RWP, President/CEO is Clark Land's sole point of contact with the greatest knowledge in regard to the required service operations and contractual matters, including payment of any and all charges resulting from the Agreement. Linda is authorized to contractually bind Clark Land Resources Incorporated. We look forward to further discussing our qualifications with you. Thank you for your time and consideration, of vll,Ci cl� . (_ a.A.A Linda L. Clark, RWP President/CEO Corporate Office Mailing Address PO Box 41l,iQ�ryS�; f / 1014 v v Page 1 of 19 1 Clark Land Resources, Inc. (WBE/SB) Statement of Qualifications City of Santa Ana Public Works Agency - Water Resources Right of Way Acquisition Services (RFP 20-091) Section B I Contract Agreement Statement Clark Land has reviewed the Agreement included in the Request for Proposal for this contract and we do not have any questions or concerns regarding the Agreement at this time. Section C I Firm and Team Experience Clark Land was established in late 2012 with two employees — the owners, Linda and Fred Clark. Linda is a certified Right of Way Professional (RWP) and Fred is a certified Senior Right of Way Agent (SR/WA) through the IRWA. Combined they have over 40 years of experience in the right of way industry serving both public sector and private utility clients. Linda and Fred started Clark Land with the intention of growing up a new generation of professionals trained in the ethical practices of right of way. Clark Land was considered and approved as a California Public Utilities Commission (CPUC) certified Woman - Owned Business (WBE). Following our WBE certification from the CPUC Clark Land then applied, and was approved for, certification as a Small Business (SB) by the California Department of General Services. In 2013, four more employees were hired to provide right of way support services for SoCalGas and San Diego Gas & Electric. As we grew, the Clark Land Team members have been hired for their experience in providing right of way support services — in Southern California — to public sector clients such as the City of San Diego, County of San Diego, San Diego County Water Authority, Carlsbad Municipal Water District, City of Carlsbad, Elsinore Valley Municipal Water District, Rainbow Water District, Lakeside Water District, Otay Water District, Helix Water District, Vallecitos Water District, Caltrans, Army Corps of Engineers, and SANDAG. Clark Land won the 2014 Small Company of the Year Award from the IRWA San Diego Chapter and was nominated for the 2015 national award because of our commitment to educating and training our staff. In the past 3-4 years, over 30 certifications and/or licenses were obtained by Clark Land staff from the IRWA and the State of California. Because of our commitment to education, training, and the highest standards of integrity, Clark Land has acquired numerous as -needed contracts with public sector and private utility clients and today we are a firm of 66 employees with more than 50 staff located in Southern California. Years in Business: 7 fired and Linda Clark receiving the 2D14 Small Company of the YearAward from the IRWA San Diego Chapter Staffing: 50+ professional and support personnel located in Southern California, and 66 companywide Why Hire Clark Land Resources? Clark Land's direct focus and experience is with public sector clients, public agencies, and both private and public utilities in providing right of way services including property rights research, interpretation and acquisition, valuation, relocation assistance plans, encroachment services, and project management assistance for projects involving water, storm water, sewer, transportation, housing, gas, and electrical transmission projects. Clients have recognized Clark Land's expertise based on our team members' decades of experience and ongoing training. Clark Land has grown due to our reputation for protecting our client's property rights while working fairly and ethically with property owners to obtain those rights. 25D-274 Page 2 of 19 1 Clark Land Resources, Inc. (WBE/SB) Statement of Qualifications City of Santa Ana Public Works Agency - Water Resources Right of Way Acquisition Services (RFP 20-091) Most of The Clark Land staff has operated in the professional real estate service field for many decades and stand ready to satisfy the needs of the City through the end of the proposed contract period. Our team members' many years of experience, working with public sector clients, will provide creative solutions to the challenges that the City of Santa Ana faces with their own projects. Committed to Higher Standards Clark Land's staff conducts themselves in a way that establishes confidence, trust, and respect on the part of the general public and all users of right of way services. Our commitment to integrity is demonstrated by both management and staff. For instance, Clark Land is a Company and previous Board member on the Right of Way Consultants Council (ROWCC). The ROWCC is a consortium of right of way firms that have worked together to develop higher standards of ethical and industry practices. Additionally, Clark Land strictly adheres to the IRWA Standard Code of Ethics which is centered upon the basic principles of professional competence, character, integrity, fairness, commitment, and trustfulness. These fundamental principles provide the foundation for establishing and maintaining all our professional relationships. Clark Land will treat property owners with dignity and respect and fosters positive relationships with property owners on behalf of the client. C.1 Org Chart Principal in Charge Project Organization Chart Contract Admin. 25D-275 page 3 of 19 1 Clark Land Resources, Inc. (WBE/SB) Statement of Qualifications City of Santa Ana Public Works Agency - Water Resources Right of Way Acquisition Services (RFP 20-091) C.2 Key Staff The Clark Land team will provide the City with professionals who are highly respected in the right of way arena for their expertise, as well as their integrity, and are familiar to the local region, including having relationships with many local regulatory and municipal agencies in Southern California. Clark Land has seasoned, IRWA certified, SR/WA staff who provide task leadership while overseeing right of way agents, appraisers, surveyors, researchers, and permitting staff. Adaptable to the City's Processes Our staff are hired for their flexibility, adaptability, and right of way skills. Before Covid-19, many of our staff worked shoulder -to -shoulder with client staff in client offices and can easily assimilate to the City's environments, processes, and procedures. Team Members Working Together The Clark Land team is local to Southern California. Our staff all have experience working together on projects and are well respected in their fields of expertise. Table C-1 below provides a snapshot of our key staff's availability, experience, qualifications, and education. Table.. Name and Role Qualifications and Education CA Licensed Real Estate Salesperson, Lic. No. 01863470, Expires: 9/21/2021 CA Notary Public, Commission No. 2240858, Expires: 5/3/2022 Mike Harris, RIW- IRWA Certified Right of Way Negotiation and NAC, Senior Acquisition Certification (R/W-NAC) Relocation Agent Auto CAD, San Diego City College CA Real Estate Broker, License No. 01208374, Expires: 12/7/2021 0 IRWA Certified Right of Way Agent (RWA) Master's in Business Administration, Sonoma State University, Rohnert Park, CA lain Reilly, RWA, Bachelor's Degree, Political Science / MBA, Senior International Relations, UC Santa Barbara, Acquisition Agent Goleta, CA CA Real Estate Salesperson, Lic. No. 01812263, Expires: 3/29/2024 CA Notary Public, Commission No. 1725533, Expires: 2/17/2023 Kathy Cabanilla, Bachelor of Arts Degree, Sociology Right of Way/ Associate of Arts Degree, General Studies Relocation Agent Availability & Summary of Experience Availability: 50% Mike is a CA licensed real estate agent, who has been in the relocation and right of way industry for more than 25 years. He is a licensed real estate salesperson and has experience working with property owners, managers, residents, and tenants on both temporary and permanent relocation projects as well as acquisitions for a variety of projects including road and highways. He has been involved on more than 400 relocations for various types of projects. Availability: 50% lain has been licensed for the last 18 years as a CA Real Estate Broker. He has been working in the right of way industry for the last three years, using his time on the Appraisal Staff of the Sonoma and Napa County Assessor's offices as a springboard into right of way work. He has performed encroachment investigations including property site reviews and assessments, reviews of title reports, and any potential ownership issues, initiated contact and interviewed neighboring property owners, determined issues, and negotiated resolutions. Availability: 60% Kathy has over 14 years of right of way experience working on projects throughout Southern California, specifically in acquisition, negotiation, and relocation. These include utility, alternative energy, redevelopment, transportation, water, and river -shed projects. Kathy is bilingual and her combined experience in both temporary and permanent relocations, right of way acquisitions, and her academic background in sociology provides unique skills for negotiations and relocations. Her experience also includes providing acquisition, residential, and commercial relocation services for the City of Santa Ana. 25D-276 page 4 of 19 1 Clark Land Resources, Inc. (WBE/SB) Statement of Qualifications City of Santa Ana Public Works Agency - Water Resources Right of Way Acquisition Services (RFP 20-091) CA Licensed Real Estate Salesperson, Lic. Availability: 50% Mike has over 25 years of experience in the right No. 856742, Expires: 01/16/20 of way industry within San Diego County. He holds a Senior Right of Way Agent Certification with the IRWA. His extensive experience in IRWA Certified Senior Right of Way Agent right of way includes working 15.5 years with the County of San (SR/WA), Cert. No 5576, Expires: 09/01/22 Diego acquiring fee, easement, temporary construction, and other IRWA Certified Right of Way Negotiation and property rights for construction of roads, bridges, county libraries, Mike Flanagan, Acquisition Certification (R/W-NAC), Expires: sheriff sub -stations, County health facilities as well as large SRIWA, RIW-NAC, 08/01/24 acreages for Parks & Recreation or mitigation. He currently serves Project Manager as Project Manager on the City of San Diego's Pure Water Project Master's Degree, Public Administration where Clark Land is providing acquisition and relocation services for Bachelor's Degree, Economics the As -Needed Real Estate and Appraisal Services contract. CA Licensed Real Estate Salesperson, Lic. Availability: 45% Sue has over 25 years of experience working with a No. 2005469, Expires: 09/12/20 municipal, state, and federal project teams in support of public works f IRWA Certified Senior Right of Way Agent and utility projects. She is responsible for overseeing the Clark Land (SR/WA), Cert. No 6887, Expires: 04/01/23 project teams, providing right of way consulting support to clients such as City of San Diego Public Utilities Department, Elsinore Associate of Arts Degree, Liberal Arts, Fresno Valley Municipal Water District, SDG&E, SoCa Gas, and the City of Sue Cope, SRIWA, City College Vista. These projects include both research and project Principal in Charge management assistance, feasibility Upper Graduate Studies, California State g studies with cost estimates and University, Fresno right of way consulting/real estate services in support of the design and construction of infrastructure projects in Southern California. Availability: 65% Jim started in the real estate industry in 1985 and I] became a Broker in 1991. His experience includes overseeing the CA Real Estate Broker, Lic. No. 00882123, creation of over 500lots in Southern California, working with Expires: 2/6/23 engineers, land planners, environmental consultants, government IRWA Certified Right of Way Agent (RWA), authorities, and utilities to take medium to large parcels through the Issued: 9/01/19 approval process so they could then be sold to merchant builders Jim Fishinger, with the entitlements they require. His duties at Clark Land include QA/QC/Broker oversight for property acquisitions on the FiRM project for SDG&E. IRWA Certified Right of Way Professional Transportation (RWP-TN) Availability: 45% Pam has over 25 years of experience in real estate, right of way, property, and asset management. Pam is highly CA Real Estate Salesperson, #01132993, versatile, and goal oriented, with a tradition of success in real estate Expires: 4/7/2023 negotiation, acquisition, project management, and asset/property CA Notary Public, #2273154, Expires: management. Her areas of proficiency include right of way Pam Parr, RWP- 1/10/2023 acquisition, uisition, project ectIdanning, performing orming due dilig diligence, and TN, Property or construction management of projects from pre -bid through Facilities Undergraduate, California State University, completion. Management Fresno Availability: 65% Susan has over 30 successful years of California Notary Pubic: #2256475, Expires: experience in the Title Insurance industry. Her excellent skills in 8/30/22 research and examination of property production documentation Bachelor of Science Degree, Business makes her a valuable asset. She has been an accomplished Title Accounting, Feati University Production Coordinatorwho supervised and trained a large number Susan Sanchez, of staff members with daily title processing operations. Susan has Title Research/ exceptional organizational, analytical, and customer service skills. Policies/Clearance 25D-277 Page 5 of 19 1 Clark Land Resources, Inc. (WBE/SB) Statement of Qualifications City of Santa Ana Public Works Agency - Water Resources Right of Way Acquisition Services (RFP 20-091) Seth Fontes, Title Research/ Policies/Clearance MAI, Appraisal Institute CA Certified General Real Estate Appraiser #AG04974 Bachelor of Business Administration, (Sub) Mark Emphasis on Finance, San Diego State Hendrickson, MAI, University AI-GRS Appraiser Professional Land Surveyor, Lic. No. #8823 (Sub) James Rios, Survey related courses completed at the PLS,Right ofWay following: Engineering Santiago Canyon College, Orange, CA ITT Technical Institute, Anaheim, CA University of California Riverside, CA (Sub) Chris Land Surveyor -in -Training, Lic. No. 5129 Johnson, LSIT, Right of Way Undergraduate Studies, University of Engineering Southern California, Los Angeles, CA (Sub) William B. Anderson, MAI, MAI, Appraisal Institute SRA, Review Certified General Real Estate Appraiser, Lic. Appraiser No. AG002315 Availability: 40% Seth has over 18 successful years of experience in the Title Insurance industry. His excellent skills in research and examination of property production documentation makes him an asset to any team. He has exceptional organizational, analytical, and customer service skills. Seth has been an accomplished Title Officer who works with staff members dealing with daily title processing operations. Availability: 40% Mark has over 15 years of appraisal experience and is proficient in appraisal of commercial, industrial, and residential properties. He has managed and reviewed multiple large linear infrastructure projects from preliminary budgeting and risk management through valuation and acquisition. He is experienced in the Uniform Relocation and Real Property Acquisition Policies Act, state eminent domain law, valuation of vacant land (both unentitled and entitled) with or without biologically sensitive habitat. He has appraised several large industrial complexes, retail centers, office properties, and apartment complexes. Availability: 45% James has 24 years of professional experience as a Project Manager, Party Chief, and Mapping Manager. His extensive experience includes performing field calculations, right of way and boundary surveys, and mapping. He has organized, managed, and executed QA/QC plans and has managed a broad range of assignments for various projects requiring extensive knowledge of land surveying and mapping. Mr. Rios routinely supervises the technical work of CAD drafters for the submission of final drawings, submittals, and specifications for approval. He also oversees and coordinates efforts in all aspects of land surveying, including research and analysis, title reports, rights of way, easements, ALTA surveys, topography, and construction staking. Availability: 45% Chris brings 34 years of professional experience and is an Office Surveyor/Certified Party Chief with Towill, Inc. His background includes design surveys, construction staking, corridor control surveys, boundary surveys, ALTA surveys, HDS surveys, right of way monumentation, and topographical surveys. Mr. Johnson has also performed GPS data reduction, least squares adjustments, final mapping, and CAD drafting tasks for topographic and boundary surveys. He is knowledgeable in the use of MicroStation, Bentley InRoads, and Trimble survey instrumentation and software, and has a strong working knowledge of Caltrans standards. Availability: 40% William preforms residential property, commercial property, industrial property, vacant land, agricultural, and special purpose appraisals. Some special purposes appraisals include partial takings for road rights of way, easements, leasehold estates, possessory interest, historical appraisals, etc. He has also participated in various arbitration hearings as witness and arbitrator. 25D-278 page 6 of 19 1 Clark Land Resources, Inc. (WBE/SB) Statement of Qualifications City of Santa Ana Public Works Agency - Water Resources Right of Way Acquisition Services (RFP 20-091) C.3 Subconsultants Towill Firm Overview Since 1955, Towill has provided a full suite of in-house land surveying, aerial mapping, and geospatial solutions to clients throughout California. Towill's services include land surveying; high accuracy specialty surveying; digital aerial photography; airborne, terrestrial, and mobile Light Detection and Ranging (LiDAR); digital 3D photogrammetric mapping; and geographic information systems (GIS). Towill provides their clients with a talented pool of surveying and mapping specialists with decades of relevant experience performing virtually every type of surveying task for municipal/water agency Capital Improvement Projects. For this contract, Towill will provide right of way engineering including boundary mapping (if needed), plat mapping and development of legal descriptions certified by a professional land surveyor. Their survey team is comprised of industry leaders who can offer utility, boundary and right of way engineering. Their licensed surveyors are capable of supporting any type of project including heavy construction, bridges, tunnels, highways and railways, dams, energy and water storage, transmission and distribution, plant and processing facilities, environmental mapping, and remediation. The contracts held by Towill include several local, relevant on -call contracts with teaming partners such as the Cities of Irvine, Newport Beach, and Huntington Beach; Orange County Department of Public Works; and the Los Angeles Department of Public Works. In addition, Towill holds a prime contract with the California Department of Water Resources and has worked for decades with the Metropolitan Water District. Towill will be serving as our Right of Way Engineer. Hendrickson Appraisal Company, Inc. Firm Overview Hendrickson Appraisal was incorporated in 1986 to provide real property appraisal services to municipalities and other governmental agencies. They provide on -call appraisal services to several municipalities throughout Southern California. Their primary experience centers on valuation of multiple parcels to be acquired by public agencies and utility companies as part of large linear infrastructure projects, in compliance with eminent domain law. Representative projects completed include valuation for subterranean and aerial utility easements (sewer, water, and dry utilities); temporary access easements for pipeline maintenance projects; transportation infrastructure projects (road, freeway, light and heavy -rail expansions and widenings); flowage easements; restricted -use and conservation easements; and, general access and slope easements. Hendrickson Appraisal will be serving as our Appraiser. Anderson & Brabant, Inc. Firm Overview Anderson & Brabant, Inc. is an appraisal firm founded in 1979. They preform residential property, commercial property, industrial property, vacant land, agricultural and special purpose appraisals. Some special purposes appraisals include partial takings for road rights of way, easements, leasehold estates, possessory interest, historical appraisals, etc. They have also participated in various arbitration hearings as witness and arbitrator. Anderson & Brabant will be serving as our Review Appraiser. C.4 Resumes Resumes for key staff and subconsultants can be found in Appendix 1. 25D-279 Page 7 of 19 1 Clark Land Resources, Inc. (WBE/SB) Statement of Qualifications City of Santa Ana Public Works Agency - Water Resources Right of Way Acquisition Services (RFP 20-091) Section D I Understanding of Need As mentioned in earlier sections, Clark Land has the people skills to professionally represent the City, the flexibility to respond to the City immediately, and the knowledge base to properly protect the City's interests. Our team has completed hundreds of full and partial take appraisals and acquisitions for projects involving water, sewer, transportation, and overhead utilities. Our appraisers possess the MAI designation from the Appraisal Institute and most of Clark Land's right of way agents are certified by the IRWA as Right of Way Agents (RWA), Right of Way Professionals (RWP), Right of Way Negotiation and Acquisition (RAN-NAC), or Senior Right of Way Agents (SRMIA). The Clark Land management approach has been successful as a result of our focus on controlling the project schedule, budget, quality of deliverables and most importantly our communication with the project team. All acquisition efforts completed by Clark Land will fully comply with Title 25 regulatory guidelines. Clark Land strictly upholds all local ordinances or municipal codes enacted by the State of California, the City, or other local governing body. D.1 Appraisal Services Real Property Appraisal Services Clark Land will provide appraisal services for the City through our subconsultant, Hendrickson Appraisal Company (Hendrickson). The Hendrickson appraisal team members have an average of 25 years of experience covering a variety of valuation assignments. They have completed hundreds of complex full take and part take right of way appraisal assignments for government agencies (municipal and federal) and utility companies. These assignments have included complex partial and full take valuation of commercial, mitigation land and special -use properties. Our appraisal team members have an average of 25 years of experience covering a variety of complex valuation assignments. They provide On -Call appraisal services and expert testimony to over 25 agencies throughout southern California. industrial, residential, agricultural, Review appraisals will be provided by Anderson & Brabant Inc. (Anderson). Anderson has established relationships with hundreds of public agencies, utility companies and private firms throughout California. Anderson is able to provide a range of services including Appraisal, Appraisal Review and Expert Witness testimony. All senior appraisers at both firms are designated MAI's and are State of California Certified General Real Estate Appraisers. Many serve in various capacities on boards for IRWA and the Appraisal Institute. Real Property Valuation Services: The appraisal team specializes in right-of-way valuation. They have completed high -profile projects (road widenings, freeway expansions, light & heavy rail projects); utility infrastructure expansion and maintenance projects (utility easements — above and below ground); and temporary easements (temporary construction and access easements). As part of the as -needed services for the City, the appraisal team will provide the following valuation and consulting services as requested: Acquisition Appraisals — Valuation of improved and vacant properties to acquire real property interests under eminent domain based upon Fair Market Value; prepared for fee and/or easement acquisitions • Market Value Appraisals — Valuation of improved and vacant properties for budgeting, disposition of County surplus property, and non -eminent acquisition of property for the City 25D-280 page 8 of 19 1 Clark Land Resources, Inc. (WBE/SB) Statement of Qualifications City of Santa Ana Public Works Agency - Water Resources Right of Way Acquisition Services (RFP 20-091) • Fair Market Rent Studies — Provide market rent of improved properties and ground leases as a rental basis for City lease negotiation purposes • Appraisal Review Services — Review appraisal reports prepared by other appraisers and provide the City with a written review report of the work product • Litigation Support & Expert Testimony — Will consult with City Attorney as needed if condemnation is required to acquire property rights under eminent domain • Sensitive Habitat Land Appraisals — To be used as mitigation of City project impacts and for conservation purposes • Budgeting/Risk Management — Review of potential right of way corridors and provide City with preliminary acquisition estimates and potential impediments and solutions to the process • Update Appraisals — Memorandum of Appraisal Update (MAU), as needed to update the previously completed appraisals to reflect a current date of value and/or an alteration in the proposed project Appraisal Process and Reporting: The appraisal process and reporting will be in full compliance with the Uniform Standards of Professional Appraisal Practice (USPAP) and the Code of Professional Ethics and the The appraisal team has provided Standards of Professional Appraisal Practice of the Appraisal Institute. Acquisition appraisals will also be prepared in on -call appraisal services to accordance with the California Code of Civil Procedure and for public sector agencies and utility federal acquisitions, the Uniform Standards for Federal Land companies for over 25 years. Acquisitions (UASFLA). All appraisal reports will be thoroughly researched and All appraisals will be completed reviewed assuming a potential eminent domain action. in accordance with applicable Valuation & Methodology: The following is an abbreviated Local, State and Federal Laws description of the proposed valuation process and appraisal and Regulations. methodology. Acquisition appraisals will include a thorough analysis of the subject property's Larger Parcel and its Highest and Best Use. If the subject property is improved, applicability of the three approaches to value — Income Approach, Cost Approach and Sales Comparison Approaches —will be examined. For Partial Acquisitions, a value of the Portion Sought will be determined. During this analysis, consideration will be given to the interest being appraised, whether it is a partial fee acquisition, a permanent easement acquisition, a temporary easement acquisition or a combination. Also, the value of site improvements (fencing, paving, curbing, landscaping, etc.) located within the acquisition area will be considered. The impact of the project on the remainder parcel is examined to determine if there is a market value loss resulting in Severance Damages. If applicable, Cost to Cure is also estimated to determine if curative measures can mitigate project impacts and are cost effective to offset severance damages. Benefits from the project are also analyzed and if present, offset severance damages. After the analysis is reconciled, the total fair market value compensation opined for a partial taking is the sum of the Portion Sought and Net Severance Damages. 25D-281 Page 9 of 19 1 Clark Land Resources, Inc. (WBE/SB) Statement of Qualifications City of Santa Ana Public Works Agency - Water Resources Right of Way Acquisition Services (RFP 20-091) Following completion and approval of the acquisition appraisal, an "Appraisal Summary Statement" will be prepared and provided to the acquisition agent for use in establishing Just Compensation to be payable to the property owner. D.2 Right of Way Services Prepare Appropriate Right of Way Documents: The Clark Land project team has completed projects acquiring hundreds of residential, commercial and municipal parcels for public improvement projects such as road widenings, bridges, open space, underground pipeline projects or above ground utility projects. Clark Land agents employ an array of real estate documents including: • Real Property Contract — Used for the purchase of fee or easement parcels or for the disposition of surplus property. Clark Land will use the contract provided by the City or, if the City would like, provide a template contract for the City to review. • Lease Agreements — Used to derive long-term income from City -owned property or short-term lease -backs while assisting occupants with relocation. Clark Land can also assist with cell tower leases. • Deeds — Clark Land Agents have prepared hundreds of grant deeds, easement deeds, and quitclaim deeds for dozens of municipal agencies and utility companies. The deeds are prepared in the City's format with the City providing the final approval prior to use. • Certificates of Acceptance — Acknowledging City's acceptance of a fee or easement purchase. • Certification of Right of Way — Delivered to the City upon completion of the acquisition of the parcels necessary to construct a project. The document will also list any special construction requirements and cost -to -cure items. Copies of all contracts and other real estate documents will accompany the Certification. • Rights of Entry (ROE) or Temporary Construction Easements (TCE) — When required by the project, Clark Land Agents have completed hundreds of ROES and TCEs for uses ranging from short-term studies to long-term construction laydown yards. Other Real Estate Services: The full range of real estate services provided by Clark Land includes skill and experience with the full range of requirements the City has requsted in the RFP. These additional services include: • Real Coordination of Site Surveys — Clark Land has experience with land surveyors throughout Southern California. Clark Land will coordinate property access with homeowners, survey crews or other involved parties. Clark Land can also provide land surveying services through our subconsultants, Towill, if requested by the City. • Interpretation of Preliminary Title Reports — Clark Land Agents possess decades of experience interpreting preliminary title reports, assisting escrow clearing title problems, monetary liens, or other unwanted encumbrances. Clark Land works with multiple Title Insurance Companies throughout the area. Clark Land will engage the services of the title company selected by the City for work under this contract. • Litigation Guarantee — Similar to the Preliminary Title Report, our Agents will assist the City or City's Attorney with those parcels requiring eminent domain or other legal action. • Customer Service — Clark Land is proud of the reputation we have built throughout the industry for top notch customer service and reliability on right of way projects. 25D-282 Page 10 of 19 1 Clark Land Resources, Inc. (WBE/SB) Statement of Qualifications City of Santa Ana Public Works Agency - Water Resources Right of Way Acquisition Services (RFP 20-091) • Document Recordation — Our Agents are familiar with the procedures and requirements of the County Recorder's Office and have assisted with the recordation of hundreds of documents over the years. Acquisition Services Right of Way Acquisition Process Following is an abbreviated description of the proposed acquisition process: The acquisition function will be led by Project Manager, Mike Flanagan, SRANA. Mike is knowledgeable in the Uniform Relocation and Real Property Acquisition Policies Act (URA), Title 25 and 49 CFR part 24. The acquisition task begins with the final identification of the parcels that need to be acquired. The acquisition agent will draft contracts and other required documents using forms approved by the City. Contracts, Purchase and Sale Agreements, Rights of Entry and Deeds will be prepared based on the appraisals produced for the project. After City approval of the documents prepared by Clark Land, appointments will be scheduled with each Owner in order to present the first written offer in person (in accordance, [and if allowed] with COVID restrictions). At the initial appointment, the agent will discuss the project, its overall impact on the community, their rights under the Uniform Act and attempt to answer all questions the owner may have. Owners will be presented with the summary of the basis of appraisal, the contract document and the appropriate Uniform Act brochure will be delivered to the owners. Our acquisition agents strive to make at least 3 personal visits with each grantor within the initial 30-45 days of package approvals. If relocation is required, Clark Land relocation agents will conduct their initial advisory interviews with displacees within the first week after first written offers are presented. Negotiations with Property Owners: Negotiations with each owner will continue until the contracts are signed. If an owner suggests edits to any contract language those suggestions will be cleared with the City prior to being authorized. Once a property owner has signed the purchase and sale agreement, contract and/or easement for a property, Clark Land will immediately deliver the executed documents to the City for counter signatures. Fully executed documents will be delivered to escrow whereby Clark Land will assist the escrow officer with any additional requirements necessary until the transaction is closed, conveyed and recorded. If a property owner chooses to obtain his own private appraisal, the Clark Land Agent will seek to obtain a copy of that report and supply the copy to the City for consideration. Administrative Settlements and Condemnation: From time -to -time, an owner may refuse to grant the required rights to the City. If after good faith negotiations have been conducted for a reasonable period, no agreement is reached and negotiations reach impasse, this information will be reported to the City. Clark Land team members are familiar with administrative settlements and eminent domain. Taking direction from the City, Clark Land will attempt to settle any outstanding acquisitions, report owner demands or propose logical compromises to the City. All administrative settlements will be preapproved by the City prior to presentation to a property owner. Should condemnation be required, Clark Land team members are experienced with preparation of Notices of Intent (NOI) to Adopt a Resolution of Necessity (RON) and statutory time frames for sending those notices to the property owners. (The cost for these services is not included in the cost estimate [which is provided separately from this proposal]. If required, Clark Land will develop an amendment to the current task order with an estimate of the costs for these services.) 25D-283 Page 11 of 19 1 Clark Land Resources, Inc. (WBE/SB) Statement of Qualifications City of Santa Ana Public Works Agency - Water Resources Right of Way Acquisition Services (RFP 20-091) D.3 Typical Project Timeline Clark Land begins each acquisition assignment with the goal of acquiring all necessary right of way on time and under budget. Our typical timeline is outlined below: Design Phase: Weeks 1-2 • Receive Assignment from City to Clark Land • Research and review all relevant real estate documents • Field visit Weeks 3-4 • Prepare Plats & Legals • Internal QA/QC • Obtain City Approval • Final signed plats & Legals Appraisal Phase: Weeks 1-2 • Kick -Off meeting with City and Clark Land • Review all relevant real estate documents • Site visit, pictures, field notes Weeks 2-4 • Research zoning • Perform market analysis (sales, income, replacement) • Determine Highest and Best Use Weeks 4-6 • Perform final calculations • Prepare draft reports • Internal QA/QC • Weeks 7-8 • Provide draft for client review • Prepare final reports Week 9 • Deliver final appraisal reports 25D-284 Page 12 of 19 1 Clark Land Resources, Inc. (WBE/SB) Statement of Qualifications City of Santa Ana Public Works Agency - Water Resources Right of Way Acquisition Services (RFP 20-091) Acquisition Phase: Weeks 1-2 • Receive Task Order from the City • Schedule Kick -Off meeting to discuss details of the project with City Project Manager • Assign individual parcel acquisitions to Clark Land staff agents • Review documents received —Title reports, right of way maps, construction plans, appraisals etc. • Request additional documents as necessary • Develop Parcel Files for each Acquisition Parcel • Prepare Project Tracking Sheet • Develop project schedule Weeks 2-3 • Prepare Cover Letters and offer packages and any other required documents • Present acquisition packages to the City for approval • Schedule initial appointment with owners • Update project files with contact information and meeting notes • Discuss progress with the City's Project Manager Weeks 4-6 • Continue follow up calls and meetings with unsigned owners • Seek answers to difficult owner questions • Determine if the owner intends to hire independent appraiser • Provide the City's Project Manager with any owner suggested language edits • Request property staking, if necessary • Deliver signed contracts to the City as each is obtained • Open escrow and coordinate document flow for parcels where owners have signed • Discuss progress with the City's Project Manager Weeks 7-9 • Monitor and process escrow closings • Determine if agreements can be reached or declare "Impasse' in negotiations for unsigned owners • Discuss Settlement Agreement options with the City's Project Manager • Assist the City's Attorney with preparation of Resolution of Necessity, if necessary • Mail Notices of Intent to Adopt a Resolution of Necessity to the unsigned owners, if necessary Future Weeks • Monitor and process escrow closings • Continue to assist the City's attorney with Settlement Agreements • Provide copies of all recorded deeds or Final Order of Possession • Complete Project Certification Notice to the City • File close out 25D-285 Page 13 of 19 1 Clark Land Resources, Inc. (WBE/SB) Statement of Qualifications City of Santa Ana Public Works Agency - Water Resources Right of Way Acquisition Services (RFP 20-091) Relocation Phase: Weeks 1-2 (Concurrent with Acquisition) • Meet with property owners Prepare and deliver regulatory notices (GIN, Brochure, Title VI) Prepare and deliver Notice of Entitlement (NOE) Weeks 3-4 • Offer advisory services/search • Inspect for decent, safe and sanitary conditions • Present suitable replacment site referrals Future Weeks as dictated by acquisition schedule • Provide 30-day, 90-day notices • Move monitoring • Prepare and deliver RAP benefits • File chose out DA Title and Escrow Services Escrow Coordination and Title Insurance Policies Issued: Once the documents have been fully executed by the property grantor and the City, Clark Land will submit the documents for opening of escrow. Clark Land has relationships with several title companies in southern California including First American Title, Fidelity Title, Stewart Tile and others, all of whom have offices near the City. We will coordinate the escrow process until closing with the City's preferred title company. The following steps will be taken to coordinate escrow: • Obtain property owner(s) signature on agreements and other necessary document(s); • Coordinate escrow requirements with property owner(s); • Provide draft escrow instructions for approval; • Coordinate payment of just compensation between the City and the title company; • Review title reports for liens, CCR's and other encumbrances; • Work with the City, property owner(s) and escrow to clear title, obtain all necessary documents to convey title; • Review closing statements; • Deposit funds; • Close escrow; • Distribution of recorded documents. The escrow period is also the time to verify that the property can be conveyed to the City without any unacceptable liens or encumbrances. Clark Land can coordinate with the designated escrow company and verify that the escrow company is able to record documents with the local County Recorder's Office. Your Clark Land team will verify that property owners have been paid and that a title insurance policy was issued for each property acquired on behalf of the City. Certification of Right of Way: Once all parcels required for a project have been acquired, Clark Land will prepare a certification of right of way for the project. The certification is a summary of all permanent and temporary fee, easement or right -of -entry parcels acquired for the project. The certification will list any additional requirements, such as construction contract work, or special circumstances contained within the contracts or other documents. Copies of all documents will be attached to the certification. 25D-286 Page 14 of 19 1 Clark Land Resources, Inc. (WBE/SB) Statement of Qualifications City of Santa Ana Public Works Agency - Water Resources Right of Way Acquisition Services (RFP 20-091) D.5 Relocation Residential and Non -Residential Relocation Assistance Services: The Clark Land staff includes Relocation Specialists with decades of experience working with owners and tenants displaced as a result of a public project. Relocation Plan and Replacement Housing Plan: For both residential and non-residential (commercial and industrial) properties, our team will prepare a Relocation Plan and/or a Replacement Housing Plan (as needed), conduct initial advisory interviews of all possible displacements and analyze possible relocation options and costs, to verify the feasibility of moving forward with the anticipated relocations. In addition, the team will consider any special relocation advisory services that may be necessary for the displaced persons. The Relocation Plan is expected to include the following: • Map of the project area; • Projected dates of displacement; • Written analysis of the relocation needs of all residences/businesses to be displaced; • How these needs will to be met; • Detailed description of the relocation advisory services program; • Relocation payments to be made and a plan for claim submissions and disbursement; • An information statement, and discussion of coordination activities. Prepare and File Regulatory Notices: Apart from the people displaced by relocation activities, notices are one of the most important parts of the Clark Land's relocation assistance program. Providing required notices to affected residents and businesses in a timely manner can save money and save the affected persons from unnecessary hardships, and in some cases, minimize displacement. Relocation action items and notices include but are not limited to: General Information Notice (GIN), Notice of Eligibility (NOE), Relocation Brochure, Reminder Notices, Decent Safe & Sanitary (DS&S) inspections form, Replacement Housing Valuation (RHV), Title VI Civil Rights Act of 1964, 90-Day Information Notice and 30-Day Notices to Vacate. Documentation and Close -Out: During the entire process described above, diary entry documentation is stringently kept by our specialists within our electronic database system regarding contacts with property owners, research, signed documents, title reports, appraisals and summaries and information provided to the property owners per the Uniform Act, along with any other state or federal documentation requirements. Clark Land keeps all documentation in our Billquick database system, which can be downloaded in a matter of a few minutes. Additionally, we will keep a hard copy file per agency standards and complete the file for transition to the City's Project Manager upon completion of any task order. D.6 Management Approach File Management/Documentation: Clark Land uses customized right of way project management software known as Billquick, which we use to track the project along its course to completion. This allows our agents and project managers to better record and organize information related to affected parcels, track the progress of acquisitions and relocations, and provide timely, professional looking reports to the City for review. With Billquick, Clark Land can deliver near -immediate reporting and parcel diaries as project circumstances demand. In addition to Billquick, we utilize Bill Quick as our time reporting and budgeting client. Time entries by staff are carried out daily and reviewed for approval on a weekly basis by our project managers. Communication: Continual clear communication is the cornerstone for every successful project. The City's Continual clear communication is the point of contact for this project will be our proposed Project Manager, Mike Flanagan SR/WA, R/W-NAC. cornerstone for every successful project 25D-287 Page 15 of 19 1 Clark Land Resources, Inc. (WBE/SB) Statement of Qualifications City of Santa Ana Public Works Agency - Water Resources Right of Way Acquisition Services (RFP 20-091) lll Clark Land has the people skills to professionally represent the City, the flexibility to respond to the City immediately and the knowledge base to properly protect the City's interests Mike reports to Sue Cope, SRANA, Clark Land's Principal in Charge, who has authority to commit the necessary resources to a project team to make sure that tasks are completed on time and within budget. Sue is directly responsible for client satisfaction and is available to meet with the City regarding any concerns City staff may have about the status of the project. By using an array of effective tools, Clark Land avoids the pitfalls of missed communication and "items falling through the cracks". Your Clark Land Team recommends meeting with the City's staff once a week to discuss the status of Appraisals, Acquisitions, Relocations, and Permitting issues associated with the project assignment. The meetings will focus on a status review of pending right of way issues to verify that all acquired properties will be available to certify in parallel with the survey, design, and construction deliverable dates. Clark Land utilizes communication tools such as Microsoft Outlook, Microsoft Teams, status tracking report, cellular phones, etc. and a proactive approach to communicating with each other and the project team. We hold regular staff and project meetings internally to update staff and management on the status of each endeavor. Continuity of personnel is paramount when working with multi -functional turnkey right of way services. For budgeting purposes, resources are evaluated every two weeks to determine if projects need more staffing to achieve project scheduling goals or less as a project winds down and requires less resources. Using these methods, your Clark Land team is known for our proactive approach to maintaining valuable relationships with our clients and developing trust from property grantors and displacees alike. Quality Assurance/Quality Control: The accuracy in property acquisitions is dependent on the interpretation of current property rights and the accuracy of survey and legal descriptions. If research is required as part of the assigned scope of work; the Clark Land research staff are all former title agents with over a decade of experience each in researching property ownership. Our Corporate Real Estate Broker — Jim Fishinger, RWA — will be in charge of Quality Assurance/Quality Control (QA/QC) and will review the documentation work of our right of way agents before the work is submitted for review. This minimizes changes once the offer package has reached the client's staff for final approval. All right of way contracts and content will be signed or initialed by our Corporate Real Estate Broker. Condemnation Support: The Clark Land team can also offer condemnation support to the City. The required Notice of Intention to Adopt a Resolution can be prepared and mailed to impacted owners and/or posted in accordance with California Code of Civil Procedure Section 1245. Clark Land can obtain Litigation Guarantees for the required properties, provide suit service, if desired, and continue settlement negotiations as directed by the City. Section E I Relevant Project Experience The Clark Land team has completed as -needed services for municipalities, regional transportation authorities, utility companies, and other condemning agencies throughout California. Much of that work is fulfilled through long-standing "on -call" contracts which have been renewed. Clients have recognized Clark Land's staff expertise based on our team members decades of experience providing right of way, relocation, and appraisal services. Our experience and background in the right of way services field for public agency infrastructure projects allows us to provide creative solutions to the challenges that the City may face with their own projects. 25D-288 Page 16 of 19 1 Clark Land Resources, Inc. (WBE/SB) Statement of Qualifications City of Santa Ana Public Works Agency - Water Resources Right of Way Acquisition Services (RFP 20-091) The City will benefit from Clark Land's as -needed real estate experience because we are well equipped to provide responsive, adaptable, professional staff who are familiar with public sector projects and the inherent issues associated with those projects. In addition to the WBE/SB certifications previously mentioned, Clark Land is certified with the Coalition of Southern California Public Agencies as a Small Business Enterprise (SBE) and are a San Diego Association of Governments (SANDAG) certified Bench Planning Firm. Clark Land has on -going, on -call contracts with the City of Moreno Valley, City of San Diego, City of Irvine, City of Carlsbad, Elsinore Valley Municipal Water District, San Diego County Water Authority, Carlsbad Municipal Water District, Rainbow Municipal Water District, San Diego Gas & Electric, and SoCalGas for as -needed acquisition, appraisal, and/or relocation services. Clark Land's Past and Present As -Needed Real Estate Services Clients: • City of San Diego, As -Needed Real Estate and Appraisal Services for Pure Water Project • Elsinore Valley Municipal Water District, As -Needed Commercial Real Estate Services • San Diego Gas & Electric, As -Needed Land Management Services • SoCalGas, As -Needed Land Management and Acquisition Services • Rainbow Municipal Water District, As - Needed General Real Property Services • San Diego Gas & Electric, Corrective Maintenance Program • San Diego Gas & Electric, Fire Risk Mitigation Project • Antelope Valley Water (Private Utility), As -Needed Acquisition Services for Pipeline Project • San Diego Gas & Electric, As -Needed Real Estate Services for Company - Owned Assets • City of Clovis, As -Needed Right of Way Services The following relevant project experience listed in Table E-1, is a testament of our ability to provide professional services for any size project. Please feel free to contact multiple references to receive assurance of our quality of work and client satisfaction. Project 111: City of Santa Ana -City of Santa Ana Bristol St. Year Completed: Ongoing Client Contact: Jason Gabriel, Principal Civil Engineer (714) 647-5400 Project Description: Provided acquisition, residential, and commercial relocation services. These services included presenting GIN letters and 90-day vacate notices, calculating relocation benefits, and conducting vacancy inspections. Other tasks included the acquisition of permanent and temporary construction easements, acquisition of part takes, relocation of owner occupied, relocation of tenants, business relocations, determining relocation benefits, residential and non-residential, determining owner occupied Purchase Price Differential or Mortgage Interest Differentials. *This is experience for Mike Harris and Kathy Cabanilla. 25D-289 Page 17 of 19 1 Clark Land Resources, Inc. (WBE/SB) Statement of Qualifications City of Santa Ana Public Works Agency -Water Resources Right of Way Acquisition Services (RFP 20-091) Project #2: City of San Diego -As-Needed Acquisition and Appraisal Services for Pure Water Project Year Completed: Ongoing Client Contact: Barry Slotten, Acquisitions Program Manager (619) 236-6724 Project Description: Managed real estate, relocation and appraisal services including property rights research. The easements were acquired over commercial, office, multi -residential, and school district properties. Clark Land helped the City determine a more feasible route for pipeline based on property ownership to avoid potential delays in obtaining property rights. Project #3: Elsinore Valley Municipal Water District - As -Needed Real Estate Services Year Completed: Ongoing Client Contact: Jorge Chavez, Management Analyst (951) 674-3146 Ex. 8357 Brief Description of Project: Cost budgeting and property research of 228 parcels of District surplus land fragments. Research included: zoning; land use; physical and economic characteristics; highest and best use; and GIS mapping of parcel boundaries. Clark Land provided a quick turn -around for the research and offered guidance to the District as to how to market and dispose of unique land fragments with limited development potential. Project #4: City of Encinitas - Olivenhain Trunk Sewer Access Easements Year Completed: Ongoing Client Contact: Matt Widelski, Project Engineer (760)633-2862 Brief Description of Project: This project involved acquiring access rights across private property to allow the City to repair and maintain the Olivenhain Trunk Sewer. Approximately 29 access easements were required. Clark Land worked as a subcontractor to the design firm Infrastructure Engineering Corporation (IEC). Clark Land provided experienced right of way negotiators to acquire the necessary easements. All acquisitions were done in accordance with Just Compensation and Eminent Domain laws. Project #5: Southern California Gas Company - As -Needed Land Management and Real Estate Acquisition Services Year Completed: Ongoing Client Contact: Crystal Yancey, Land Services Manager (213) 244-5819 Brief Description of Project: Clark Land managed the right of way acquisition and valuation for pipeline replacement projects and performed acquisition services for both developed and undeveloped commercial, residential, and industrial properties. Clark Land also provided right of way services for SoCalGas' Transmission Technical Services. Responsibilities include research and analysis of existing land rights, providing customer notifications, negotiating, and acquiring temporary and permanent land rights, and other duties as assigned by SoCalGas Senior Land Advisor. Clark Land provides staff that work both in the client's office and in the field saving the client in-house labor costs. Project #6: San Diego Gas & Electric - As -Needed Land Management and Acquisition Services Year Completed: Ongoing Client Contact: John Hutter, Right of Way Supervisor (858) 654-1273 25D-290 Page 18 of 19 1 Clark Land Resources, Inc. (WBE/SB) Statement of Qualifications City of Santa Ana Public Works Agency -Water Resources Right of Way Acquisition Services (RFP 20-091) Brief Description of Project: Clark Land provides all training, supervision, oversight, and responsibility for determining property rights for the clients Land Services Department. Clark Land staff have managed and provide high volume property research services for thousands of electric and gas facility sites, provided both in-house and field personnel to perform easement interpretation, and negotiated easement acquisitions with property owners. Clark Land was selected to provide acquisition services for the 2019 Wildfire Mitigation Plan and Public Safety Power Shutoff (PSPS) programs involving the undergrounding of overhead power lines. Section F I References Many of our clients are repeat clients as they public entity projects where we have performed similar work within the past 5 years is provided on Attachment 5 in Appendix 2. continue to contract with Clark Land due to "YOUR TEAM IS AW ESOMEI WE APPRECIATED THE TI MELY the integrity and success Of Clark Land and its staff; as well as our exceptional reputation RESPONSES AND PROFESSIONAL MANNER IN WHICH CLARK LAND for completing projects with a late delivery RESOURCES CONDUCTS ITS BUSINESS. YOUR STAFF IS VERY record Of zero. Our clients have also been ORGANIZED, POLITE, AND VERY PROFESSIONAL. THE ONETHING I pleased with our large pool Of educated and CAN APPRECIATE THE MOST, TOO, IS BEING KEPT INFORMED OF certified personnel, who are available to our WHERE WE WERE IN THE PROCESS. WHEN THE LIBRARYASKED clients at a moment's notice, if the project ME ANY QUESTIONS ABOUT THE STATUS OF THE RELOCATION,I needs any additional resources. Clark Land is ALWAYS HAD THE ANSWER. IHOPEWEWILLWORKTOGETHER proud to have one of the largest Right of Way and Relocation specialized staff in Southern AGAIN SOON." California. Heide E. Farst, CSM Property Agent City of San Diego Clark Land's client references for relevant OB Library Relocation Project Section 2 1 Scope of Services and Schedule The information for Section 2 has been included in Section D I Understanding of Need. Due to page limitations, we have not repeated the same information here in Section 2. 25D-291 Page 19 of 19 1 Clark Land Resources, Inc. (WBE/SB) DOWNTOWN %MANGE COUNTY 25D_292ndix Page 1 of 34 1 Clark Land Resources, Inc. (WBE/SB) Michael (Mike) Harris, R/W-NAC Senior Relocation Agent Certificatio ns/Licenses: Right of Way Negotiation and Acquisition Certification (R/W-NAC), IRWA CA Real Estate Salesperson, #01863470 CA Notary Public, #2240858 Education: Auto CAD, San Diego City College Professional Associations: Member, International Right of Way Association (IRWA) Relevant Experience: Mike Harris, R/W-NAC, has been in the right of way and relocation industry for more than 25 years. He is a licensed real estate salesperson and has experience working on relocation, electric, and transportation projects. His experience also includes working with property owners, managers, residents, and tenants on both temporary and permanent relocation projects. During his career he specialized in researching and examining properties for Title Reports. He has a comprehensive understanding of writing and creating legal descriptions. Mike is a skilled negotiator and has been instrumental in acquiring several part -take fee interests, permanent slope easements, and temporary construction easements on a voluntary basis without the need for condemnation. Mike has also drafted CAD drawings and acquired easements for San Diego Gas & Electric. He was instrumental in getting Permits to Enter signed on behalf of Caltrans for environmental impact studies. As a former Title Engineer, Mike has worked with County and City personnel in writing legal descriptions for newly created properties. His expertise is creating customized maps such as aerial/radius views using specialized mapping and GIS software. His hard work was recognized by the City of San Diego's Mayor when he received an award on behalf of the successful and professional completion of the San Diego Square Senior Apartments temporary relocation project. Project Experience Mike's project experience includes the following: Right of Way Agent, City of Santa Ana Bristol St, Santa Ana, CA: Mike provided acquisition, residential, and commercial relocation services. Tasks included the acquisition of permanent and temporary construction easements, acquisition of part takes, relocation of owner occupied, relocation of tenants, business relocations, determining relocation benefits, residential and non-residential, determining owner occupied Purchase Price Differential or Mortgage Interest Differentials, and R/W Consultant Scope. Right of Way Agent, Kraemer Blvd. Grade Separation, Orange County Transportation Authority, Orange, CA: Mike provided quality control oversight for the project and performed examination of all files in order to ensure that pertinent information was included. Reviewed all project files requiring temporary construction easements beginning from the notice of appraisal stage and leading up to the final acquisition of properties to ensure compliance with necessary OCTA requirements. Right of Way Agent, County of Los Angeles Metropolitan Transportation Authority, Crenshaw Transit Corridor, Los Angeles, CA: Mike provided right of way analysis for the Advanced Conceptual Engineering phase of an 8.5-mile light rail project, reviewed right of way requirements identified by alignment changes, including relocation impacts of households and businesses. He also performed inspection of lease and license agreements for determination of relocation eligibility and assistance qualifications. Appendix Page 2 of 34 1 Clark Land Resources, Inc. (WBE/SB) Michael Harris, R/W-NAC Role: Senior Relocation Agent Right of Way Agent, Park Crest Income Certifications and Permanent Relocation, San Diego Housing Commission (SDHC), San Diego, CA: Mike provided Income Certification for 72 one -bedroom units and 7 permanent relocations. This project consisted of providing necessary notices to all tenants. Performing relocation tenant interviews with all tenants. Provided Relocation Advisory Assistance Services and claim filing process. Right of Way Agent, West Park Inn, Temporary Relocations/Permanent Relocation, Housing Development Partners (HDP), San Diego, CA: Mike provided Temporary Relocation Services for 4 single room occupancy units residing at the West Park Inn/Quality Inn Hotels at the time of HDP purchase of the site. Coordinated the move and return for a 6 day stay during fumigation of said residence. Upon the return coordinated the permanent relocation of said 6 units. Right of Way Agent, San Diego Square Senior Living Temporary Relocations, Housing Development Partners (HDP), San Diego, CA: Mike provided Temporary Relocation Services for 154 one -bedroom units while building under rehab. Project consisted of tenant interviews, providing transportation to and from selected hotel, calculating receipts for tenant meal reimbursements and preparing and providing tenant claims to be sent to HDP for processing. Right of Way Agent, St. Joseph's Relocations, CCDC, San Diego, CA: Mike performed relocation assistance for very low-income tenants of a Single Room Occupancy Hotel in downtown San Diego for CCDC with 77 very low-income SRO tenants, and 4 commercial tenants with their relocations. Meeting with and informing property owners impacted by the project and making displacees familiar with the relocation process, providing necessary notices to affected persons, researching eligibility of relocations benefits and provide comparable relocation housing options. Right of Way Agent, 1-15/La Mesa Road/Nisqualli Road, City of Victorville, CA: Mike provided acquisition services for the City of Victorville's extensive Interchange project. The project required full and partial take acquisitions. Negotiated with various property owners for sensitive property acquisitions. Was in contact with Title and Escrow personnel to obtain title reports and escrow documents for closing of the properties being acquired. Right of Way Agent, K Street Pipeline, City of Brawley, Brawley, CA: Mike provided acquisition services for the City of Brawley's sewer pipeline project. The project required negotiations with nine property owners via phone and email to acquire a 10-foot fee strip of land along the rear of each property for sewer line purposes. Prepared Grant Deeds and forwarded via USPS for signatures and returned to forward to City of Brawley. Right of Way Agent, Caltrans SR 94/125 Permits to Enter Acquisitions, San Diego CA: Mike was one of the agents responsible for meeting with property owners to explain the environments impact studies stage of the project in an attempt to obtain signed Permits to Enter (PTE) from property owners. Right of Way Agent, Fire Risk Mitigation (FIRM) Project, San Diego Gas & Electric (SDG&E), San Diego, CA: As a Negotiation Acquisition Agent, Mike reviews acquisition packets to determine property ownership and affecting existing easements to determine if a new easement or an amendment of existing easement are needed. Necessary acquisition documents are prepared to assist in negotiating the execution of either a new easement or an amended easement is to be acquired. Meetings with property owners are scheduled to have easements executed. Right of Way Agent, Distribution Easements, SDG&E, San Diego, CA: Mike provided acquisition services for SDG&E's easements related to new facilities, infrastructure improvements, underground conversions, and new pad mounted electrical switches (PME's). Over 500 easements had been acquired for these purposes. Mike was the agent responsible for the creation of the easement document as well as the exhibit A via Auto CADD lite. Through negotiations with both property and third -party owners he obtained the needed signatures for acquired easements. ArP\ AA I Appendix Page 3 of 34 1 Clark Land Resources, Inc. (WBE/SB) Kathy Cabanilla Right of Way/Relocation Agent Certifications/Licenses: CA Real Estate Salesperson, #01812263, exp. 3/29/2024 CA Notary Public, #1725533, exp. 2/17/2023 Education: Bachelor of Arts Degree, Sociology Associate of Arts Degree, General Studies Professional Associations: Member, International Right of Way Association (IRWA) Relevant Experience: Kathy Cabanilla has over 14 years of right of way experience on projects throughout Southern California, specifically in acquisition, negotiation, and relocation. These include utility, alternative energy, redevelopment, transportation, water, and river -shed projects. Kathy is bilingual and her combined experience in both temporary and permanent relocations, right of way acquisitions, and her academic background in sociology provides unique skills for negotiations and relocations. Her experience also includes providing acquisition, residential, and commercial relocation services for the City of Santa Ana. Project Experience Kathy's project experience includes the following: Right of Way Agent, City of Santa Ana Bristol St, Santa Ana, CA: Provided acquisition, residential, and commercial relocation services. These services included presenting GIN letters and 90-day vacate notices. Kathy also calculated relocation benefits and conducted vacancy inspections. Relocation Agent, Orange County Flood Control District, Prado Dam Project Relocations, Orange County, CA: Kathy provided relocation services for the Prado Dam improvements. The dam is a flood control and water conservation project originally constructed by the Army Corps of Engineers in 1941. As the dam was determined not sufficient to prevent a hundred -year flood, the reservoir needed to be increased and the dam level raised. Kathy's team acquired rights in more than 200 properties. Approximately 50 relocations, including residential, commercial, dairy and agricultural were necessary. The dairy farm relocations required extensive planning and preparation and had many specialty issues. Kathy helped ensure the project stayed within budget and all relocations were completed ahead of schedule. Acquisition & Relocation Agent, Nogales Street South Grade Separation Project, Alameda Corridor East (ACE) Construction Authority, City of Industry, CA: Kathy was part of the team to provide extensive right of way services for this Caltrans oversight project. To ensure the project would start on schedule, Kathy's team obtained two right of entries, 32 construction easements, 51 permanent easements, and 4 full -takes. She aided in obtaining property possession through both purchase agreements and "possession and use" agreements. Services include title reports, appraisal, appraisal review, acquisition, property relocation, escrow, litigation support, utility relocation support, and Caltrans certification. Kathy provided full -service acquisition and relocation services for this project. Relocation Agent, Crenshaw/LAX Transit Corridor, Los Angeles County Metropolitan Transportation Authority (Metro), Los Angeles, CA: This FTA and Los Angeles County Measure R-funded design/build project is a major north - south light rail system that will connect LAX to the Metro Green Line to the south and the Expo line to the north. Kathy provided residential and commercial relocation assistance. Commercial relocations included a variety of businesses including automotive, hair salons, veterinary hospital and medical -related businesses. Appendix Page 4 of 34 1 Clark Land Resources, Inc. (WBE/SB) Kathy Cabaniiia Role: Right of Way/Relocation Agent Relocation Agent, On -Call Acquisition and Relocation Services (Willowbrook, Las Brisas, City Terrace, Dangler Avenue, Archwood Avenue and Bandera Street), Community Development Commission (LACDC)/ County of Los Angeles, CA: Kathy was responsible for acquisition and relocation assistance on multiple projects involving Section 8 Housing. She assisted in the performance of an audit of approximately 20 relocations performed by a developer who had applied for 104d funds. Relocation Agent, City of Imperial Beach, Palm Avenue Redevelopment Project, Imperial, CA: For the City's redevelopment project, Kathy prepared a relocation cost study and provided relocation assistance for 15 businesses. Relocation Agent, San Diego Housing Commission (SDHC), Park Crest Senior Apartments, San Diego, CA: Kathy's team prepared a relocation plan, conducted tenant interviews and performed income certifications for 67 tenants at the Park Crest Senior Apartments. These services were carried out to determine resident eligibility when the San Diego Housing Commission purchased the property to convert to affordable housing. In addition to relocation work, Kathy translated notices from English to Spanish. Relocation Agent, Los Angeles County Department of Regional Planning, Sky Terrace Mobile Home Park Closure Impact Report Review, Los Angeles, CA: Kathy performed a review of the Sky Terrace Mobile Home Park Closure Impact Report in order to fulfill due diligence required by Los Angeles County Code and the State Mobile Home Residency Law. Kathy's thorough review included compliance with applicable regulations, verification of maps and letters presented in the report and availability of relocation resources. Relocation Agent, City of Victorville, Old Town Redevelopment Project, Victorville, CA: As a part of its Strategic Action plan to revitalize Old Town Victorville, the Victorville Redevelopment Agency implemented a mixed -use development to provide quality housing, retail and entertainment establishments. In support of this effort, Kathy provided relocation assistance to property owners who agreed to voluntarily sell their property to the City. Kathy's team acquired over 20 properties. Relocation services consisted of 15 low-income residential tenants and two mobile home parks and providing outreach meetings. Relocation Agent, Rehabilitation of Three Abode Community Apartment Buildings, Long Beach, CA: Kathy drafted a Relocation Plan, performed relocations and calculated relocation benefits. The project located at 1801 E. 68th Street had 31 units that required two permanent relocations and 29 temporary relocations. The complex at 1823 E. 68th had 31 units and required nine permanent relocations and 22 temporary relocations. The project at 1528 Freeman Avenue had 19 units and required one permanent relocation and 18 temporary relocations. Relocation Agent, Abode Communities, Centennial Place, Pasadena, CA: Kathy assisted Abode Communities with a relocation plan involving 114 units in a four-story building in the City of Pasadena while the elevators were repaired. All of the units were SRO units serving tenants with special needs. The project involved 15 temporary relocations in which tenants were moved into hotels for two weeks. During the project, the elevators were non-functional. Relocation Agent, Abode Communities, Laurel Village Project, Pacoima, CA: Abode Communities rehabilitated the Section 8-based Laurel Village project. This resulted in the need for 72 temporary relocations and eight permanent relocations. Kathy worked diligently to minimize any hardships to the affected tenants by taking into account each occupant's needs and personal situation when coordinating movers and construction crews. Relocation Agent, Los Angeles Unified School District (LAUSD), Elementary Schools, Los Angeles, CA: Kathy provided residential and commercial relocation services. These services included presenting GIN eligibility letters and 90-day vacate notices. She also provided site searching for comparable housing. Kathy assisted in relocation of nearly 400 residences and businesses. Appendix Page 5 of 34 1 Clark Land Resources, Inc. (WBE/SB) Kathy Cabaniiia Role: Right of Way/Relocation Agent Right of Way Agent, Housing Development Partners (HDP), West Park Inn, Temporary Relocations, San Diego, CA: Provided Temporary Relocation Services for 47 SRO units while building under rehab. This project consisted of tenant interviews, providing transportation to and from selected hotel, calculating receipts for tenant meal reimbursements and preparing and providing tenant claims to be sent to HDP for processing. Right of Way Agent, Housing Development Partners (HDP), Quality Inn, Temporary Relocations, San Diego, CA: Provided Temporary Relocation Services for 92 units while building under rehab. Project consisted of tenant interviews, providing transportation to and from selected hotel, calculating receipts for tenant meal reimbursements and preparing and providing tenant claims to be sent to HDP for processing. Right of Way Agent, San Diego Gas & Electric (SDG&E), Fire Risk Mitigation (FIRM) Project, San Diego, CA: As a Negotiation Acquisition Agent, Kathy reviews acquisition packets to determine property ownership and affecting existing easements to determine if a new easement or an amendment of existing easement are needed. Necessary acquisition documents are prepared to assist in negotiating the execution of either a new easement or an amended easement is to be acquired. Meetings with property owners are scheduled to have easements executed or further negotiating if necessary. lark Appendix Page 6 of 34 1 Clark Land Resources, Inc. (WBE/SB) lain Reilly, RWA, MBA Senior Right of Way Agent Ce rt if icat io n s/L ice n ses: Right of Way Agent (RWA), International Right of Way Association (IRWA), Issued: 10/1/2018 CA Real Estate Broker, #01208374, Expires: 12/7/2021 CA Notary Public, Expires: 5/26/2023 Education: Master's Degree, Business Administration, Sonoma State University, Rohnert Park, CA Bachelor's Degree, Political Science/International Relations, UC Santa Barbara, Goleta, CA Relevant Experience: lain Reilly, RWA, has been licensed for the last 18 years as a California Real Estate Broker. lain has been working in the right of way industry for the last couple of years, using his time on the Appraisal Staff of the Sonoma and Napa County Assessor's offices as a springboard into right of way work. He has performed encroachment investigations including property site reviews and assessments, reviews of title reports, and any potential ownership issues, initiated contact, interviewed neighboring property owners, determined issues, and negotiated resolutions. lain's experience also includes reviewing title reports, creating and reviewing market data reports, reviewing and negotiating title work and ownership issues, drafting Purchase and Sale Agreements, and closing of escrows and transactions. Project Experience lain's project experience includes the following Right of Way Agent, San Diego Gas & Electric (SDG&E), PRIME Project, San Diego, CA: lain has been part of SDG&E's PRiME Project working to determine the extent of the client's ability to make needed facility upgrades, fire hardening and other improvements on private properties. This entails the research and interpretation of the acquired easements to define an exact understanding of the client's rights and the parameters construction crews in the field will have to work within. When his research shows the rights -of -way are less than comprehensive lain works with private property owners to complete acquisitions of the necessary easement rights required. Right of Way Agent, SDG&E, Fire Risk Mitigation (FIRM) Project, San Diego County: The FiRM Project was created to proactively address fire risk by "hardening" the critical areas within SDG&E's service area that is most at risk for wildfires. This effort includes replacing older overhead distribution line. lain is a Right of Way Agent working on the Research / Interpretation Team for SDG&E's FiRM Project. lain supports this project through his interpretation of current easement rights and how those current rights either support or fail to support SDG&E's designs for the upgrading and fire hardening of specific facilities on a property by property basis. Appraiser II, Napa County Assessor's Office, Napa, CA: As an Appraiser 11 for the Napa County Assessor's Office lain appraised a wide variety of property for tax purposes. To complete this work lain secured and analyzed data and prepared real property appraisals using cost guidelines and spreadsheets to compare, contrast, and generate property values. lain conducted field studies and appraisals of residential, commercial, industrial, and agricultural properties while collecting and tabulating data on sales, rentals, and costs of real and other property. His most enjoyable work was engaging in significant amounts of customer service and working with property owners and others to obtain necessary information as well as to explain the tax appraisal process and purpose. Appendix Page 7 of 34 1 Clark Land Resources, Inc. (WBE/SB) lain Reilly, RWA, MBA Role: Senior Right of Way Agent lain continually worked and studied to develop appraisal skills and knowledge of California statutory and regulatory guidelines for appraising real property for tax assessment purposes. Appraiser Aide, Sonoma County Assessor's Office, Santa Rosa, CA: As an Appraiser Aide for the Sonoma County Assessor's Office lain analyzed blueprints/plans for physical descriptions of land and improvements and measured, plotted, and described construction characteristics of residential, commercial, and agricultural buildings, classifying them as to quality of construction, shape and condition. He electronically diagrammed buildings or property improvements to be appraised and prepared forms and other materials for field appraisal work including subject property investigations and photography. lain also conducted searches and checks of various records/DB's to ascertain title and property values and assisted with subject property investigation and data analysis for the assessments of vacant & improved land, commercial and agricultural buildings, fixtures and plantings, and other improvements and rights of use. Real Property Specialist II, Midpeninsula Regional Open Space District, Los Altos, CA: While working as a Real Property Specialist II for the Midpeninsula Regional Open Space District lain's tasks included encroachment investigations including subject property site reviews and assessments, review and assessment of title reports and any potential ownership issues, initiated contact and interviewed neighboring property owners, determined issues and negotiated resolutions. lain completed RFP's with local appraisers and survey companies for a variety of required survey contracts involving residential and open space properties, working with private, commercial, and state entities. He also prepared, managed, and resolved co -location licensing arrangements including negotiation and advisory services, drafting/legal review and amendment of co -licensing agreements, and project management through resolution. lain provided project management, coordination, and creation of On -Call Rural Survey Services List, opened to public bidding through advertised Request for Proposal/Qualifications, including vetting of competing applicants, drafting /legal review/execution of On -Call Contracts and creation of follow-up excel scoring spreadsheets based on services offered and scope requested of applicants. He negotiated fee acquisitions and exchanges of interests in real property (rights -of -entry, easements, public rights -of -way) to the satisfaction of property owners, representatives and principals, including subject property site reviews and assessments, review/ assessment of title reports, review/assessment/creation of market data reports, review and negotiation of title work and ownership issues, drafting/legal review/amendment of Purchase and Sale Agreements, Rights of Entry, Rights of Way, and Agreements to Exchange Interests in Real Property, including drafting/legal review and amendment of specific easement grant deeds and agreements to exchange them, opening, management and closing of escrows/transactions including documentation of transactions through generation of board reports, resolutions, certificates of acceptance, etc., recordation of deeds, and organization and archiving of acquisition files, both paper and electronic. Appendix Page 8 of 34 1 Clark Land Resources, Inc. (WBE/SB) Mike Flanagan, SR/WA, R/W-NAC Project Manager C e rt if i ca t i o n s/Licenses: Senior Right of Way Agent (SR/WA), International Right of Way Association (IRWA), #5576 Right of Way Negotiation and Acquisition (R/W-NAC), IRWA CA Real Estate Salesperson, #0856742, Expires: 1/16/2024 Education: Master's Degree, Public Administration, San Diego State University Bachelor's Degree, Economics, San Diego State University Professional Associations: Region 1Vice Chair, IRWA Relevant Experience: Mike Flanagan, SR/WA, R/W-NAC, has over 30 years of experience in the right of way industry. His extensive experience in right of way includes working on projects for the City of San Diego, County of San Diego, Elsinore Valley Municipal Water District, Rainbow Municipal Water District, Lakeside Water District, San Diego County Water Authority, and SDG&E. Mike currently serves as Project Manager on the City of San Diego's Pure Water Project where Clark Land is providing as -needed real estate, relocation, and appraisal services. Project Experience: Mike's project experience includes the following: Project Manager, City of San Diego Public Utilities Department, Pure Water San Diego, City of San Diego, CA: The acquisition efforts of the Pure Water San Diego Project included fee acquisition of a commercial site for construction of the pump station and acquisition of permanent and temporary easements for a pipeline carrying sewage from Old Town to the new treatment plant in the University City area. From the treatment plant, additional easements were necessary to transport the reclaimed water to the Miramar Reservoir. The project included hiring and managing two appraisal firms to appraise the fee and easement parcels. Project Manager, Elsinore Valley Municipal Water District, On -call Commercial Real Estate Services, Lake Elsinore, CA: As Project Manager, Mike oversees property appraisal, letters of offer, purchase and sale documents, escrow coordination, condemnation support, and recordings of property transfers. Mike develops or assists in the development of easement language and acquires easements, as necessary. He performs document research, property research, interpretation of property rights and title information and acquires Rights of Entry. Senior Right of Way Agent, Olivenhain Preserve Project, County of San Diego, CA: The project objective was to acquire nearly 400 acres from property owners for inclusion in the Olivenhain Open Space Preserve. The greatest challenge on this project was assisting the Board of Supervisors, District Three Staff, with identifying funding sources to pay for the three-phase acquisition. Through Mike's connections with the International Right of Way Association he had learned that the Water Authority needed to acquire various property rights within the area the County was proposing to purchase. Mike met with Water Authority staff and, with approval of the Board Office, agreed to sell to the Water Authority the necessary property. The funds received from the Water Authority were used in a subsequent phase of the Olivenhain land acquisition. Project Manager, Lakeside Water District, As -Needed General Real Property Services, Lakeside, CA: Mike manages this project to provide as -needed right-of-way, land management, easement, and property rights research. Appendix Page 9 of 34 1 Clark Land Resources, Inc. (WBE/SB) Mike Flanagan, SR/WA, R/W-NAC Role: Project Manager Project Manager, Rainbow Municipal Water District, As -Needed General Real Property Services, Fallbrook, CA: Mike manages this project to provide as -needed right-of-way, land management and encroachment resolution services to the water district. The projects include coordination with Metropolitan Water District for negotiation of property rights/permitting and boundary surveys for determining easement rights. Other services provided include encroachment resolution, partial acquisitions for subterranean easements and coordination with local and state agencies for utility relocation. Senior Right of Way Agent, Mountain Meadow Road Improvement Project, County of San Diego, CA: The Mountain Meadow Road Improvement Project widened Mountain Meadow Road from two -lanes to four -lanes beginning at the exit of Interstate-15 two miles east to the Hidden Meadows neighborhood, 31 of the 33 required parcels were acquired through negotiation. Eminent Domain suits were filed against two of the property owners, however, those acquisitions were later settled through continued negotiation. The most challenging aspect of this project was completing the acquisition of easements, which would bring the traveled lane, in some cases, within 12- feet of the owner's residence. Senior Right of Way Agent, San Diego County Water Authority, Carlsbad Desalination Project, San Diego, CA: The Carlsbad Desalination Plant was constructed adjacent to the ocean at South Carlsbad Beach, ten miles from the aqueduct system. Mike used his acquisition skills to purchase approximately 15 easements for the pipeline connecting the 2-acre Connection Facilities site to the Plant. The greatest project challenge was acquiring the Connection Facilities parcel from an owner who possessed an approved development plan. Senior Right of Way Agent, San Diego County Water Authority, Pipeline 3 Reline Project, San Diego County, CA: The project proposed to reinforce Aqueduct Pipeline 3 through which desalinated water would be pumped from the Connection Facility to the Twin Oaks Treatment Plant. The project required 16 temporary easements at approximately .5-mile increments, where contractors could excavate 100 feet of large -diameter pipe, insert new steel liners, then reinstall the 100-foot section that had been removed. The greatest project challenge was working with the Movement Church and City of San Marcos to construct a temporary parking lot to replace the permanent parking area which was excavated for pipe removal. Senior Right of Way Agent, San Diego County Water Authority, San Vicente Dam Raise Project, San Diego, CA: The San Vicente Dam Suite of projects included acquisition of pipeline easements for the 11-mile, large diameter San Vicente tunnel to a connection point with the SDCWA aqueduct. Adjacent to Interstate 15, acquisition of land for the SV Surge Tank and Pump Station facilities, acquisition of approximately 425 acres, from 17 property owners (all at appraised value) for additional buffer surrounding the SV Reservoir, acquisition of temporary property rights from the City of San Diego (the dam and reservoir remain property of the City of SD) for construction of the 117-foot height increase to the dam structure. The greatest project challenge was working through the City Council approval process. Senior Right of Way Agent, San Diego County Water Authority, Mission Trails Pipeline and Tunnel Project, San Diego, CA: As a Senior Right of Way Agent Mike acquired property located in Mission Trails Regional Park from City of San Diego and San Diego Unified School District for construction of a 5-mile pipeline and 12-million-gallon Flow Regulatory Structure. Challenges included working through School District approval process for acquisition. Senior Right of Way Agent, San Diego Gas & Electric (SDG&E), Fire Risk Mitigation (FIRM) Project, San Diego, CA: Mike acquired new easements and amended existing easements for SDG&E's electric distribution pole replacement project. To increase safety in high fire prone areas, SDG&E has embarked on a multi -year project of assessing the safety and technical effectiveness of over 180,000 electrical distribution poles in their territory. Clark Land is supporting this multi -faceted and complex program by managing the land activities for SDG&E. Appendix Page 10 of 34 1 Clark Land Resources, Inc. (WBE/SB) Mike Flanagan, SR/WA, R/W-NAC Role: Project Manager This includes researching all title rights for every property where a pole is located, interpreting those rights for access, determining if new or amended easements are required, and acquiring any additional property rights. Senior Right of Way Agent, Contract Manager, Appraisals, Environmental, Title and Escrow: Mike managed outside contract work from private party contractors that included appraisal firms, environmental engineering companies, title insurance, and escrow companies. He developed the Scope of Work, issued Requests for Proposals, formed selection committees, reviewed submittals, interviewed firms, and negotiated service contracts. Mike also obtained estimates for individual tasks, issued Task Orders for assignments, monitored delivery, reviewed submitted work, monitored contract spending, and evaluated firms for contract extensions and termination. Appendix Page 11 of 34 1 Clark Land Resources, Inc. (WBE/SB) Sue Cope, SR/WA Principal in Charge Certificatio ns/Licenses: Senior Right of Way Agent (SR/WA), International Right of Way Association (IRWA), #6887 CA Real Estate Salesperson, #2005469 Education: Associate of Arts Degree, Liberal Arts, Fresno City College Upper Graduate Studies, California State University, Fresno Professional Associations: Member and Pipeline Committee Chairperson, IRWA Education Committee, Host Committee, and Public Works Certification Candidate, American Public Works Association (APWA) Relevant Experience: Sue Cope, SR/WA, has 29 years of experience working with municipal, state, and federal project teams in support of public works and utility projects. She is responsible for overseeing the Clark Land project teams, providing right of way support to clients such as the City of San Diego, Elsinore Valley Municipal Water District, Vista Irrigation District, Rainbow Municipal Water District, San Diego Gas & Electric (SDG&E), and SoCalGas. These projects have involved right of way, relocation, appraisal, feasibility analysis, design, land management services and construction support. The right of way and land management services included title research, property acquisition (partial, fee, lease), encroachment resolution, and condemnation procedures. Sue's responsibilities are to verify that clients receive satisfactory service and that all services are performed with the highest level of integrity and ethics as guided by the International Right of Way Association's Standard of Care. Sue is in charge of supplying Clark Land's project managers with the vital resources needed for on -time submittal of client deliverables. Sue holds weekly project meetings with project managers to monitor schedules and resources. Sue works closely with the Contract Administrator, to ensure that contract obligations are met as well as any reporting requirements, including reporting for prevailing wage. Project Experience: Sue's project experience includes the following Principal in Charge, City of San Diego Public Utilities Department, Pure Water San Diego, City of San Diego, CA: The acquisition efforts of the Pure Water San Diego Project included fee acquisition of a commercial site for construction of the pump station and acquisition of permanent and temporary easements for a pipeline carrying sewage from Old Town to the new treatment plant in the University City area. From the treatment plant, additional easements were necessary to transport the reclaimed water to the Miramar Reservoir. The project included hiring and managing two appraisal firms to appraise the fee and easement parcels, coordination, management and involvement in the acquisition efforts and oversight of the relocation of the commercial property tenant. Principal in Charge, Elsinore Valley Municipal Water District (EVMWD), On -Call Commercial Real Estate Services, San Diego County, CA: As Principal in Charge, Sue oversees property appraisal, letters of offer, purchase and sale documents, right of way coordination, condemnation support and recordings of property transfers. Principal in Charge, Rainbow Municipal Water District (RMWD), As -Needed General Real Property Services, San Diego County, CA: Sue oversees this project to provide as -needed right of way, land management and encroachment resolution services to the water district. Appendix Page 12 of 34 1 Clark Land Resources, Inc. (WBE/SB) Sue Cope, SR/WA Role: Principal in Charge The projects include coordination with Metropolitan Water District for negotiation of property rights/permitting and boundary surveys for determining easement rights. Other services provided include encroachment resolution, partial acquisitions for subterranean easements and coordination with local and state agencies for utility relocation. Senior Right of Way Agent/Principal in Charge, City of Vista, OV1 and VC1 Sewer Maintenance Projects, Vista CA: This project involved the design of a new access road for sewer maintenance purposes along Highway 78 at the Oceanside and Vista borders as well as on residential and agricultural properties in Vista. Clark Land is providing easement feasibility analysis and will provide acquisition services after the preliminary design phase. Sue provided support to the Project Manager with resources to meet this fast track preliminary design schedule. Principal in Charge, Vista Irrigation District (VID), HL Main Line Encroachment Feasibility Analysis, Vista, CA: VID has taken a proactive approach to potential encroachment issues affecting access to their own facilities and hired Clark Land to perform an analysis of the different types of existing easements, provide feedback and recommendations about VID's ability to defend encroachments against each easement type and perform a case study of existing encroachments on the HL Main line. To determine the number and types of encroachments along the HL Main pipeline, Clark Land's analysis included researching each property type and reviewing easements, if existing, in association with each parcel in the pipeline alignment, performing a risk analysis of VID's current access rights, if any, manually inspecting the pipeline and visually recording encroachments, documenting typical encroachments and estimating number of encroachments district -wide. Senior Right of Way Agent, SPEC Services/SDG&E/Southern California Gas Company, Pipeline 1600 and 3600 Feasibility Study, San Diego County, CA: At the request of SoCalGas, Clark Land was asked to provide easement and acquisition information, as well as cost estimates, for replacing and/or relocating the 16", 50-mile Pipeline 1600 reaching from the Riverside County border in the north to the Santee area of San Diego in the south and east. The proposed project involves replacing the 16" pipeline with a 36" pipeline and acquiring additional easements for the construction, operation, or maintenance of the line. At the request of the client, Clark Land has provided analysis for over 10 alignments. Sue provided support for several proposed alignments of 30- to 50-mile pipeline alignments in San Diego County. The work involved determining the right of way labor, multiple agency fees and property acquisition costs along the proposed alignments. Project Director, San Diego Gas & Electric (SDG&E), Fire Risk Mitigation (FIRM) Project, San Diego County, CA: Clark Land is supporting this multi -faceted and complex program by managing the land activities for SDG&E. This includes researching all title rights for every property where a pole is located, interpreting those rights for access, determining if new or amended easements are required, and acquiring any additional property rights. Thus far, Clark Land has negotiated and closed over 400 easement transactions in the past 3 years. Clark Land has provided over 20 team members to work side -by -side with the rest of the FiRM team. The process includes acquisitions and negotiating with property owners for the rights. A large amount of data is being generated through this project and Clark Land is responsible for documenting all of the land issues and uploading those to SDG&E's system. Project Director, SDG&E, As -Needed Research Services, San Diego County, CA: Due to a large number of new business service requests, and a high number of program projects, SDG&E requested that Clark Land help assist their Records Research team in locating property rights records. Currently, five to six team members work in SDG&E's Records Department supporting requests for property rights information on new business requests, the FiRM project and PSEP projects. Appendix Page 13 of 34 1 Clark Land Resources, Inc. (WBE/SB) Jim Fishinger, RWA QA/QC/Broker Ce rt if icat io n s/L ice n ses: CA Real Estate Broker, #00882123, Issued: 2/7/91, Expires: 2/6/23 Right of Way Agent (RWA), International Right of Way Association (IRWA), Issued: 9/1/19 Education: Graduate, Ohio State University Professional Associations: Member, IRWA National Association of Realtors California Association of Realtors North San Diego County Association of Realtors MLS affiliate with The Southwest Riverside County Association of Realtors Relevant Experience: Jim Fishinger, RWA, started in the Real Estate Industry in 1985 and became a Broker in 1991. A graduate of Ohio State University, his experience includes overseeing the creation of over 500 lots in Southern California, working with engineers, land planners, environmental consultants, government authorities, and utilities to take medium to large parcels through the approval process so they could then be sold to merchant builders with the entitlements they require. He has also worked with a considerable amount of residential real estate, including relocation. Jim has managed offices for 4 companies and most recently has been the Owner/Broker for his own company. He has trained numerous agents and reviewed contracts for compliance in those management positions Project Experience Jim's project experience includes the following: Broker, San Diego Gas & Electric (SDG&E), Fire Risk Mitigation (FIRM) Program, San Diego, CA: To increase safety in high fire prone areas, SDG&E has embarked on a multi -year project of assessing the safety and technical effectiveness of over 180,000 electrical distribution poles in their territory. Clark Land is supporting this multi- faceted and complex program by managing the land activities for SDG&E. This includes researching all title rights for every property where a pole is located, interpreting those rights for access, determining if new or amended easements are required, and acquiring any additional property rights. Jim provides oversight for property acquisitions on this project. Appendix Page 14 of 34 1 Clark Land Resources, Inc. (WBE/SB) Pamela (Pam) Parr, RWP-TN Property or Facilities Management C e rt if i ca t i o n s/Licenses: Right of Way Professional -Transportation (RWP-TN), International Right of Way Association (IRWA) CA Real Estate Salesperson, #01132993, Expires: 4/7/2023 CA Notary Public, #2273154, Expires: 1/10/2023 Caltrans Right of Way Two Week Academy Certification Safety Certified for CP1, CP2, CP3 & CP4 segments of CHSRA project Education: Undergraduate, California State University, Fresno Professional Associations: Member, IRWA Relevant Experience: Pam Parr, RWP-TN, has over 25 years of experience in real estate, right of way, property, and asset management. Pam is highly versatile, and goal oriented, with a tradition of success in real estate negotiation, acquisition, project management, and asset/property management. Her areas of proficiency include right-of-way acquisition, project planning, performing due diligence, and construction management of projects from pre -bid through completion. Project Experience Pam's project experience includes the following: Right of Way Agent/Project Manager/Asset Manager/Construction Specialist, City of Fresno, Fresno, CA: Pam performed negotiation, contract administration, property management and related duties for the acquisition, disposition or rental of City owned properties. She also performed administrative and operational work related to the remodeling, improvement, construction, and maintenance of City owned or leased buildings and facilities, monitored contractors to ensure compliance with labor laws in City construction, consulting, and equipment contracts. Senior Right of Way Agent/Assistant Project Manager, San Diego Gas & Electric (SDG&E), Fire Risk Mitigation (FIRM) Project, San Diego, CA: As a Senior Right of Way Agent, Pam reviews acquisition packets to determine property ownership and existing easements to determine if a new easement or an amendment of an existing easement is needed. Pam prepares the necessary acquisition documents to assist in negotiating the execution of a new or amended easement and attends meetings with property owners to have easements executed or for further negotiating, if needed. Acquisition Manager, Right of Way Delivery Team, California High -Speed Rail Authority, Fresno, CA: As the Acquisition Manager, Pam was responsible for meeting weekly with the High -Speed Rail Authority to provide updates on the negotiation and acquisition of all necessary fee and easement acquisitions for the project. Pam performed Quality Assurance/Quality Control (QA/QC) review of all documents prior to the presentation to property owners and submittal to the Authority for final approval. In addition to Acquisition Manager duties, Pam managed her own project load of over 90 parcels by successfully negotiating with property owners and attorneys to complete the acquisition process. Key clients Pam worked with were the Fresno Irrigation District and Fresno Metropolitan Flood Control. She was responsible for arranging appraisals for fee purchase and acquisition of easement rights and preparing appraisal summary review documents for presentation of value to property owners. Pam worked under the direction of the legal department for settlement agreements and condemnation proceedings. Appendix Page 15 of 34 1 Clark Land Resources, Inc. (WBE/SB) Pam Parr, RWP, RWP-TN Role: Property or Facilities Management Commercial Property Management, The Walters Management Company, San Diego, CA: Communicated with real estate brokers, property owners, tenants, potential tenants, and vendors to establish and maintain working relationships. Her tasks included performing ongoing lease administration to ensure tenants' compliance with all lease provisions, working effectively with architects, engineers, developers, bankers, contractors, inspectors, city officials, decorators, agents, and tenants, preparing annual management plans, budgets, and monthly financial reports for owners of commercial properties. Project Coordinator/Office Manager, Grubb & Ellis Realty Commercial Real Estate/Property Management, Fresno, CA: Pam communicated with real estate brokers, property owners, tenants, potential tenants, and vendors in order to establish and maintain working relationships. She negotiated leases and contracts, prepared marketing material, viewed properties with prospective tenants, prepared lease and sale documents. She planned and scheduled work of various contractors and company employees involved in remodeling, construction, and maintenance projects. She prepared financial updates and correspondence relating to construction and remodeling projects. Maintained budgets, processed invoices, and controlled overhead costs of construction projects. Real Estate Developer/Asset Management, Diversified Development Group (John Brelsford), Fresno, CA: As an asset manager for a developer/owner of commercial properties throughout the San Joaquin Valley Pam communicated with real estate brokers, tenants, potential tenants, and vendors to establish and maintain working relationships. Performed asset management for over 4.5 million square feet of office, retail, and industrial space, providing property management services to 250 tenants. She also prepared annual management plans, budgets, and monthly financial reports for owner of commercial properties, negotiated leases and contracts, prepared marketing material, viewed properties with prospective tenants, prepared lease documents, planned and scheduled work of various contractors and company employees involved in remodeling, construction, and maintenance projects, prepared financial updates and correspondence relating to construction and remodeling projects, maintained budgets, processed invoices, supervised maintenance personnel, and controlled overhead costs of construction projects. Asset Management and Owner, PLC Management Company, Fresno, CA: Pam communicated with real estate brokers, property owners, tenants, potential tenants, and vendors in order to establish and maintain working relationships. Pam was the owner of a commercial property/asset management company, managing five properties and handling accounts payable and receivable for eight additional properties. Her tasks included planning and scheduling work of various contractors and company employees involved in remodeling, construction, and maintenance projects. She also prepared financial updates and correspondence relating to construction and remodeling projects, maintained budgets, processed invoices, and controlled overhead costs of construction projects. Commercial Property Management, Robert L. Jensen & Associates, Fresno, CA: Communicated with real estate brokers, property owners, tenants, potential tenants, and vendors to establish and maintain working relationships. Her tasks included performing ongoing lease administration to ensure tenants' compliance with all lease provisions, working effectively with architects, engineers, developers, bankers, contractors, inspectors, city officials, decorators, agents, and tenants. She also prepared annual management plans, budgets, and monthly financial reports for owners of commercial properties. Appendix Page 16 of 34 1 Clark Land Resources, Inc. (WBE/SB) Susan Sanchez Title Research/Policies/Clearance Certifications/Licenses: California Notary Public: #2256475, Expires: 8/30/22 Education: Bachelor of Science Degree, Business Accounting, Feati University Professional Associations: Member, International Right of Way Association Relevant Experience: Susan Sanchez has over 30 successful years of experience in the Title Insurance industry. Her excellent skills in research and examination of property production documentation makes her a valuable asset. She has been an accomplished Title Production Coordinator who supervised and trained a large number of staff members with daily title processing operations. Susan has exceptional organizational, analytical, and customer service skills. Project Experience Susan's project experience includes the following: Records Technician, San Diego Gas & Electric (SDG&E), Fire Risk Mitigation (FIRM) Program, San Diego County, CA: SDG&E was required to analyze the risk of electric wood poles in high risk fire areas and those that were deemed as fire hazards are being converted to steel poles throughout San Diego County. Susan is providing SDG&E a copy of their easement, associated sketch, assessor parcel map, and subdivision/parcel map. If there was no right of way easement to be found, verification that the pole facility is either in franchise or on a highway was also required. Title Examiner, Stewart Title of California: Searched and examined Southern and Northern San Diego real properties, records and compiled appurtenant information into production, intermediate report formats. Coded and wrote up a wide variety of title orders for Single Family Residence, Multi Family Residence, Condominiums and Commercial properties. Quality control vendor products by searching and examining the appropriate codes and write-ups finalizing the finished product, before sending through electronic delivery to the customer. Examined reports for missed trust deeds and easements. Created preliminary reports for customers. Telework with team and coordinates with outside parties, Vendors, California, Title Officer. Trained and provided technical title skills to entry-level searchers. Offshore Title Production Coordinator, InterTitle, First American Financial Corp: Produced title insurance products and services in offshore location for electronic delivery to First American Title Insurance in the United States. Supervised and tracked title production, lead in training and providing technical assistance to over 100 off shore staff and local customers. Organized training classes and created instructional material for internal staff. Monitored production statistics, managed workflow, and maintained quality and turnaround time of various products. Communicated with staff and vendors to resolved immediate conflicting issues with delay of products. Researcher/Examiner and Locator/Customer Service, First American Title Insurance: Located property addresses, Assessor Parcel Number, and legal descriptions to locate correct properties. Prepared property profile, legal, and vesting for individual customers, realtors, and sales representatives. Supported customers by answering title related inquiries. Responsible for pulling documents from film, for searching and examining, used to start the preliminary reports. Document Poster, Chicago Title Company (Safeco): Susan's tasks included posting title document manually in a geographic folder to create chain of title and sorting documents in chronological order for filing in the geographic folder. Appendix Page 17 of 34 1 Clark Land Resources, Inc. (WBE/SB) Seth Fontes Title Research/Policies/Clearance Professional Associations: Member, International Right of Way Association (IRWA) Member, American Title Association Member, California Land Title Association Relevant Experience: Seth Fontes has over 18 successful years of experience in the Title Insurance industry. His excellent skills in research and examination of property production documentation makes him an asset to any team. He has exceptional organizational, analytical, and customer service skills. Seth has been an accomplished Title Officer who works with staff members dealing with daily title processing operations. Project Experience Seth's project experience includes the following: Senior Title Agent, San Diego Gas & Electric (SDG&E), Fire Risk Mitigation (FIRM) Program, San Diego County, CA: SDG&E was required to analyze the risk of electric wood poles in high risk fire areas and those that were deemed as fire hazards are being converted to steel poles throughout San Diego County. Seth is providing SDG&E a copy of their easement, associated sketch, assessor parcel map, and subdivision/parcel map. If there was no right of way easement to be found, verification that the pole facility is either in franchise or on a highway was also required. SDG&E needed assistance for their New Business and Prior Rights research. Seth assists in providing the necessary right of way easement documentation, property owner information, location of project on GIS map, and Assessor's Parcel Map. Title Officer, Fidelity National Title Company: Seth's role as a Title Officer included facilitating the closing of over 350 real estate transactions per month and working closely with escrow, Real Estate Agents, buyers, and sellers. He coordinated multiple high -volume tasks within the title unit, including the abstracting of recording documents, reviewing preliminary title reports, and managing special projects all within specific deadlines. Seth made underwriting decisions under time constraints while handling heavy phone and email volume. Title Curative Specialist, iServe Real Estate Operations: Seth's role as a Title Curative Specialist included monitoring 250 plus assets a month. He reviewed legal descriptions, easements, and cleared liens and judgements. Seth also reviewed all preliminary title reports, title commitments, and abstracts quickly and accurately. He identified and cleared defects, encumbrances, and issues in the chain of title on foreclosed properties. He worked directly with attorneys, lien holders, and prior property owners to assess claims upon real property confirming validity and assigned monetary value to claims. Seth prepared complex reports ensuring full compliance with national guidelines, agency requirements, and tight deadlines. Appendix Page 18 of 34 1 Clark Land Resources, Inc. (WBE/SB) JAMES RIOS, PLS SURVEY PROJECT MANAGER YEARS OF EXPERIENCE Total Years 24 With Towill 3 EDUCATION Various survey related courses completed at the following: University of California Riverside, Riverside, CA, Santiago Canyon College, Orange, CA; and ITT Technical Institute, Anaheim, CA REGISTRATION 2011/Professional Land Surveyor/#8823/CA SPECIALIZED EXPERIENCE • Specializes in right of way surveys, boundary surveys, Records of Survey, ALTA preparation, and encumbrance mapping • Experienced in preparing topographic design surveys • Experienced with data processing and least squares adjustments • Excellent working knowledge of Caltrans right of way engineering, CAD, and survey standards • Exceptional safety record SUMMARY Mr. Rios has 24 years of professional experience as a Project Manager, Party Chief, and Mapping Manager. His extensive experience includes performing field calculations, right of way and boundary surveys, and mapping. He has organized, managed, and executed QA/QC plans and has managed a broad range of assignments for various projects requiring extensive knowledge of land surveying and mapping. Mr. Rios routinely supervises the technical work of CAD drafters for the submission of final drawings, submittals, and specifications for approval. He also oversees and coordinates efforts in all aspects of land surveying, including research and analysis, title reports, rights of way, easements, ALTA surveys, topography, and construction staking. PROJECT EXPERIENCE Alameda Corridor -East Construction Authority (ACE), Turnbull Canyon Road Grade Separation, City of Industry, CA: Mr. Rios is serving as Project Surveyor for the Turnbull Canyon Road Grade Separation project. This project will separate the roadway and the UPRR tracks by constructing a roadway overpass at Turnbull Canyon Road between Salt Lake Avenue on the north and Clark Avenue on the south. Towill is performing design surveys for the project's first phase and will go on to perform construction staking for the project's second phase. As Project Surveyor, Mr. Rios is responsible for obtaining right of way permits, establishing horizontal and vertical control, establishing survey control monuments, and preparing a right of way base map based on cadastral research. Caltrans District 8, 1-210 at Pepper Avenue, Colton, CA: As Project Surveyor, Mr. Rios was a part of the team providing right of way engineering survey services. He was responsible for preparing a land net base map, legal descriptions, and appraisal maps for the project. City of Chino, As -needed Land Surveying and Mapping, Chino, CA Mr. Rios serves as Project Manager for this contract. Towill is providing as -needed land surveying and mapping services to the City of Chino. The contract's scope of work includes performing research and data collection, field surveying, right-of-way surveying, construction staking, and monument Towill, Inc. Resume rfTOWILL Page 1 SURVEYING 1 MAPPING 1018 25D-310 Appendix Page 19 of 34 1 Clark Land Resources, Inc. (WBE/SB) JAMES RIOS, PLS SURVEY PROJECT MANAGER preservation. Towill was selected as the sole surveying consultant out of 11 proposing firms in late 2018, recently completed our first task order, and will soon begin work on a second task order. Industry Urban Development Agency, State Route 67/60 Confluence, Phase 2B City of Industry, CA: Located in the City of Industry, the SR-57/60 Confluence Phase 2B project reconstructed the westbound State Route 57/60 from Prospectors Road westerly to Grand Avenue and portions of Grand Avenue north of SR57/60. As part engineering design team, Towill, Inc. is providing land surveying, mapping and right of way engineering services for the Plans, Specifications and Estimates (PS&E) phase, Topographic design surveys, and Right of Way engineering services to supportthe acquisition of additional right of way from four adjacent parcels of the north soled of the project. All the land surveys and deliverables are performed in accordance with the Caltrans Surveys, CAD and Right of Way Engineering Manuals and delivered in MicroStation and In Roads formats. Mr. Rios is serving as Project Surveyor. Orange County Public Works, On -call Land Surveying Services, Orange County, CA: Mr. Rios serves as Project Surveyor for on -call services being provided to the County of Orange. Services that can be requested under this contract include boundary surveys, monumentation, monument preservation, topographic surveys, construction surveys, and other land surveying tasks. Mr. Rios is currently providing surveying and mapping services for monument preservation for pavement rehabilitation in the Olive Heights unincorporated area of Orange County. The scope of services includes monument preservation, horizontal controls, centerline monumentation, pre -construction and post -construction Corner Records, and submitting daily survey reports to the County. Riverside County Transportation Commission (RCTC), 1-15/Railroad Canyon Road Interchange Improvements, Lake Elsinore, CA: Mr. Rios serves Project Manager for Phase I of the 1-15/Railroad Canyon Road Interchange Improvements project in Lake Elsinore. This project will reconstruct the northbound ramps, widen the southbound on -ramp to three lanes, widen Railroad Canyon Road to eight lanes, install meters on the on -ramps, construct northbound deceleration lane, and an acceleration lane at the on -ramps. Towill is providing design surveys, right of way engineering services, and construction design support. San Bernardino County Transportation Authority (SBCTA), 1-15/Baseline Road Interchange, Rancho Cucamonga, CA: Mr. Rios served as a Project Surveyor for this SBCTA interchange project. Towill provided full construction survey support services, including monument preservation and perpetuation, construction staking, horizontal and vertical control, as -built surveys, and right of way surveys. The project improvements consisted of reconstructing the interchange as a partial cloverleaf configuration, the northbound on ramp was modified to two lanes to receive dual leftturn lanes from the eastbound Baseline Road, and the southbound off -ramp was reconstructed as a two-lane exit at 1-15 to expand to a four -lane ramp at its terminus at Baseline Road. In addition, two new bridges and one bridge widening were required. Towill, Inc. Resume rfTOWILL Page 2 SURVEYING 1 MAPPING 1018 25D-311 Appendix Page 20 of 34 1 Clark Land Resources, Inc. (WBE/SB) CHRIS JOHNSON, LSIT OFFICE SURVEYOR YEARS OF EXPERIENCE Total Years 34 With Towill 8 EDUCATION Undergraduate Studies, University of Southern California, Los Angeles, CA, 2000-2004 Completion of Local 12 Survey Apprenticeship and Party Chief Programs LICENSES/REGISTRATIONS 1993/1-and Surveyor -in -Training #5129/CA BNSF/UPRR E-Rail Safe Certified SUMMARY SPECIALIZED EXPERIENCE • Excellent safety record • Proficient in Bentley MicroStation, In Roads, and Trimble Business Center software Knowledgeable in Caltrans standards Proficientwith multiple survey instruments 34 years of field surveying experience Mr. Johnson brings 34 years of professional experience and is an Office Surveyor/Certified Party Chief with Towill, Inc. His background includes design surveys, construction staking, corridor control surveys, boundary surveys, ALTA surveys, HDS surveys, right of way monumentation, and topographical surveys. Mr. Johnson has also performed GPS data reduction, leastsquares adjustments, final mapping, and CAD drafting tasks for topographic and boundary surveys. He is knowledgeable in the use of MicroStation, Bentley In Roads, and Trimble survey instrumentation and software, and has a strong working knowledge of Caltrans standards. PROJECT EXPERIENCE City of Ontario, On -Call Surveying Services, Ontario, CA: Mr. Johnson served as a Party Chief on this contract with the City of Ontario to provide land surveying services. The services provided on this contract consist of, but are not limited to, monument perpetuation, topographic surveying, control surveys, design surveys, field -to -finish mapping, construction surveys, boundary surveys, GPS surveying, 3D laser scanning, right of way engineering and mapping, title searches, ALTAsurveys, and special studies. Some of the task orders under this contract were to provide monumentation perpetuation services for the City of Ontario's resurfacing program. In excess of 50 Corner Records were filed with the county of San Bernardino for this project. Design surveys were also provided for street and alley reconstruction projects, and construction stakingfor various street improvement projects throughout the city of Ontario. Los Angeles County Department of Public Works (LADPW), As -Needed Surveying and Mapping Metropolitan Water District of Southern California, Survey, Mapping, and Related Services Contract, Los Angeles, CA: As a survey analyst on this contractwith the Metropolitan Water District of Southern California, Mr. Johnson provided land surveying, mapping and related services throughout Southern California. This multi -year contract involves boundary services, and right of way and title mapping for MWD owned Towill, Inc. Resume rfTOWILL Page 1 SURVEYING I MAPPING 1018 25D-312 Appendix Page 21 of 34 1 Clark Land Resources, Inc. (WBE/SB) CHRIS JOHNSON, LSIT OFFICE SURVEYOR parcels and easements. The typical survey includes a boundary survey and the filing of a Record of Survey with the appropriate County to delineate MWD's fee and easements parcels. Orange County Transportation Authority (OCTA), SR-91 Westbound Widening, Anaheim, CA: Mr. Johnson served as Certified Party Chief and Office Surveyor for this roadway widening construction project for OCTA. Towill was contracted by the construction management team to provide full construction surveys, including construction computations, layout, horizontal and vertical control, as - built surveys, and monument preservation surveys. Mr. Johnson was responsible for performing construction computations, assisting with monument preservation, final monumentation and the preparation of records of survey, and supporting the field crew with construction computations and staking as needed to meet the needs of the project. Riverside County Transportation Commission (ROTC), State Route 91 Design/Build Project, Riverside County, CA: Mr. Johnson served as Senior Survey Analystfor this project. Towill provided design surveying supportto the design -build JV team and lead design firm. These services included performing design surveys to prepare topographic mapping for the SR-91, 1-15, and local street rights of way, surface visible features within the roadways, on- and off -ramps, bridges, walls, and other surface visible features defined in the project limits. Conventional ground surveys and terrestrial and mobile 3D Laser Scanning (HDS) methods were utilized to complete the topographic design surveys. San Bernardino Transportation Authority (SBCTA), 1-10/Tippecanoe Avenue Interchange, Phase I and Phase 11, San Bernardino County, CA: Mr. Johnson served as Office Surveyor on this project. As part of the construction managementteam, Towill provided construction surveying services on this interchange project. Phase I included the widening of the 1-10 to accommodate an eastbound auxiliary lane and standard shoulder widths, construction of improvements to the eastbound 1-10 off ramp at Tippecanoe Avenue, replacement of an existing concrete lined channel with a reinforced concrete box culvert, widening of the San Timoteo Creek Bridge, and bridge barrier replacements for both eastbound and westbound 1-10. Phase 11 included modification of the westbound 1-10 ramps and widening of streets and undercrossings. For both phases of the project, Towill provided monument preservation and perpetuation, construction layout, horizontal and vertical control, as builtsurveys, and right of way surveys. Southern California Edison (SCE), Master Services Agreement, Land Surveying, Various Locations, CA: Mr. Johnson serves as Certified Party Chief on this as -needed contract. Towill is currently providing full land surveying and mapping services to support design, construction, and right of way acquisition activities for various SCE projects throughout Southern California. These projects include the Chino Hills Underground Project, Chino Hills, Union Pacific Railroad License Surveys, various Southern California counties, Tehachapi Renewable Transmission Project, Segment 11, Palmdale, and Highway 395 Transmission Crossings, Bishop. Towill, Inc. Resume rfTOWILL Page 2 SURVEYING 1 MAPPING 1018 25D-313 Appendix Page 22 of 34 1 Clark Land Resources, Inc. (WBE/SB) Mark Hendrickson, MAI, AI-GRS Appraiser Certificatio ns/Licenses: MAI, Appraisal Institute CA Certified General Real Estate Appraiser, #AG04974 Education: Bachelor of Business Administration, Emphasis on Finance, San Diego State University Professional Associations: San Diego Treasurer, Board of Appraisal Institute Education and Finance Committee Chairman, Appraisal Institute Appraisal Representative, International Right of Way Association (IRWA) Relevant Experience: Mark Hendrickson, MAI, AI-GRS has over 15 years of appraisal experience and is proficient in appraisal of commercial, industrial, and residential properties. He has managed and reviewed multiple large linear infrastructure projects from preliminary budgeting and risk management through valuation and acquisition. He is experienced in the Uniform Relocation and Real Property Acquisition Policies Act, state eminent domain law, valuation of vacant land (both unentitled and entitled) with or without biologically sensitive habitat. He has appraised several large industrial complexes, retail centers, office properties, and apartment complexes. He specializes in the appraisal of complex commercial, industrial, and residential properties for public acquisition under eminent domain law. Project Experience Mark's project experience includes the following: Appraiser, City of San Diego, PURE Water Project, San Diego, CA: Partial and full acquisition appraisals. Analysis of highest and best use, valuation of the whole properties, part take analysis, and consideration of damages, and benefits. The values for the properties range from $4,500,000 to $50,000,000 with larger acquisition areas ranging from $65,000 to $417,000. These appraisals were completed for eminent domain purposes. Appraiser, Imperial Irrigation District, S-Line Distribution Project, Imperial County, CA: The project involved valuation of 28 properties located within Imperial County near El Centro. The valuation process was based on right- of-way mapping of a 60-foot-wide corridor, with contingencies for potential widened right-of-way requirements for a second 230 kV circuit. The types of properties valued included: residential, agricultural, commercial, and Solar Voltaic purposes (solar farms). The analysis included value of the whole for each property, valuation of the portions sought, and analysis of severance damages, particularly as it related to agricultural properties. Appraiser, San Diego County Water Authority, Pipeline 3 Relining Project, San Diego County, CA: This project involved appraisals of 25 properties for partial acquisitions and temporary easement rights for a water pipeline maintenance project. The appraisals involved analysis of highest and best use, valuation of the whole properties, temporary easement analysis, and consideration of damages and benefits. Appraiser, San Diego Gas & Electric (SDG&E), Sunrise Powerlink Project & East County Substation Project (ECO), San Diego County, CA: These two projects involved appraisals of over 40 properties of commercial, single-family residential, and large holdings of vacant land throughout eastern San Diego County. The valuations required full - take and partial -take appraisals for utility corridor acquisition. The appraisals included valuation of the fee simple interest, as well as permanent and temporary easement rights. Appendix Page 23 of 34 1 Clark Land Resources, Inc. (WBE/SB) Mark Hendrickson, MAI, AI-GRS Role: Appraiser After condition analysis included consideration of damages resulting from powerlines located near single-family residences and impacts to the development potential of vacant sites. Many of the properties required detailed larger parcel analysis. Appraiser, Tule Wind Project, Avangrid Renewables & Bureau of Land Management, San Diego County: Project involved valuation of over 12,000 acres of land located in the eastern community of Boulevard, in unincorporated San Diego County. The Tule Wind Farm will include 62 Type -III wind turbines, over 18 miles of new access road, 11 miles of improvements to existing roadways, construction of overhead and underground 34.5 kV collector lines, two miles of 138 kV gen-tie line, and two meteorological towers. Additional temporary construction facilities include a 10-acre parking and staging area and twelve two -acre construction laydown areas. Appraiser, Army Corps of Engineers, Border Fence Project: The project involved over 45 appraisals of properties located within proximity to the US/Mexico International Border. The appraisals were required to gain legal access rights for border patrol agents patrolling the region. The analysis included valuation of the fee simple interest, as well as, permanent easement rights. Many of the properties required detailed larger parcel analysis and analysis of severance damages. HENDRICKSON APPRAISAL COK2AS[) 3IV6Estate Appraisers • Consultants Appendix Page 24 of 34 1 Clark Land Resources, Inc. (WBE/SB) QUALIFICATIONS OF THE APPRAISER William B. Anderson, MAI, SRA Anderson & Brabant, Inc. 353 W.9" Avenue Escondido, CA 92025 (760) 214-7752 Cell Resident of San Diego County since 1970 H. Professional Affiliations: A. Member, Appraisal Institute, MAI, SRA B. Member, International Right of Way Association C. 1988 President, AIREA, San Diego Chapter No. 42 D. Certified General Real Estate Appraiser (AG002315) Bureau of Real Estate Appraisers, State of California in. Appraisal Experience: Co -Owner —Anderson & Company, 1985 to present Co -Owner Anderson & Brabant, Inc., 1979 to present Co -Owner —Robert M. Dodd & Associates, Inc., 1977 to 1979 Staff Appraiser, Vice President and Appraisal Manager Financial Appraisals, Inc., 1968 to 1977 Staff Appraiser Financial Savings and Loan Association, Culver City, California, 1964 to 1966 IV. Expert Witness: Superior Court, San Diego County Municipal Court, San Diego County Federal Bankruptcy Court, San Diego County, San Bernardino County Assessment Appeals Board, San Diego County Various Arbitration Hearings as Witness and Arbitrator V. Educational Background: A. Graduated from El Segundo High School 1963 B. Attended El Camino Junior College, Palomar Junior College, and U.C.L.A. C. Professional Education Completed: 1. Appraisal Institute a. Real Estate Appraisal I Principle Methods and Techniques b. Real Estate Appraisal II Urban Properties C. Real Estate Appraisal VI Investment Analysis d. Real Estate Appraisal VIII e. Standards of Professional Practice I. Litigation Valuation 2. Society of Real Estate Appraisers: a. Course 101—Real Property Valuation b. Course 201Income Property Valuation 3. Partial List of Seminars: Condemnation Valuation, 11/94 Court Preparation in Litigation Cases, 11/95 California Laws & Regulations, 3/96 Litigation Valuation, 11/96 Anderson & Brabant, Inc. 25D-316 Appendix Page 25 of 34 1 Clark Land Resources, Inc. (WBE/SB) Qualifications of the Appraiser William B. Anderson, MAI, SRA Page 2 Standards of Professional Appraisal Practice, 12/97 Damages, Diminution and Mitigation, 8/98 31st Annual Litigation Seminar, 11/98 Land Development, 3/99 Gramm -Leach Privacy Act, 10/01 34th Annual Litigation Seminar, 11/01 Real Estate Disclosure, 1/02 Applying Economic Forecast 2/02 Partial Interest Valuation —Divided, 3/02 Price Indexing Real Estate Markets, 7/02 Statistical Analysis Using the Database, 7/02 Eminent Domain Case Study Update, 10/02 35th Annual Litigation Seminar, 11/02 Standards of Professional Practice, Part C, 12/02 National USPAP Update Course, 4/04 Applying Economic Forecast— SD Regional Analysis, 2/05 Uniform Appraisal Standards for Fed. Land Acquisitions, 1/07 San Diego Economic Forecast 2/07 Business Practices and Ethics, 6/07 HMA's Eminent Domain Case Update Seminar, 10/07 40d' Annual Litigation Seminar, 9/08 VI. Types of Appraisals: Residential Property: Commercial Property: Industrial Property: Vacant Land: Agricultural: Special Purpose Appraisals Special Purpose Properties: Special Projects: VB. Partial List of Appraisal Clients: Lenders Fallbrook National Bank Downey Savings Bank of America. North County Bank Grossmont Bank Pomona First Federal GE Capital California Bank & Trust Anderson & Brabant Inc. San Diego Apt & Housing Seminar, 9/08 7-Hour National USPAP Update Course, 4/10 IR/WA's Eminent Domain Case Update, 4/10 San Diego Apt. & Housing Seminar, 9/10 43`d Annual Litigation Seminar, 11/10 San Diego Economic Forecast 2/11 Loss Prevention Seminar, 4/11 Operating Expense Seminar, 4/11 San Diego Housing Seminar, 9/11 2012 San Diego Economic Forecast 2/12 Business Practices and Ethics, 7/12 Appraisal Curriculum Overview —General, 7/12 Appraisal Curriculum Overview - Res., 7/12 Vineyard Valuation, 11/12 Unique Appraisal Assignments, 2/14 Subdivision Analysis, 8/14 Digging into Ground Leases, 2/15 Downtown San Diego Development 9/15 IRWA Chapter 1 Valuation Seminar, 4/16 Fed/CA Statutory & Regulatory Laws, 4/16 Business Practices and Ethics, 7/16 Single -Family Residence, Condominiums, Apartments, Subdivisions, Mobile Home Parks, Existing and Proposed Automobile Dealerships, Office Buildings, Shopping Centers, Office Condominiums, Etc., Existing and proposed Single/Multi-Tenant, Business Parks, Etc., Existing and proposed Industrial, Commercial, Residential, and Rural Ranches, Avocado and Citrus Groves, Nurseries, Etc. Partial Takings for Road Rights of Way, Easements, Leasehold Estates, Possessory Interest, Historical Appraisals, Etc. Hangers, Golf Courses, Churches, Yacht Club & Marina, Etc. Fire Damaged Property, Encinitas Ranch, Pomerado Business Park, Parkway Business Park, San Marcos County Landfill and Keller Canyon Landfill Great Western Bank Imperial Bank Pacific Coast Savings & Loan Palomar Savings & Loan Rancho Santa Fe National Bank Union Bank Wells Fargo Bank First Community Bank of Santa Rosa 25D-317 Appendix Page 26 of 34 1 Clark Land Resources, Inc. (WBE/SB) Qualifications of the Appraiser William B. Anderson, MAI, SRA Page 3 Title Companies Others Chicago Title Co. Rincon Band of Luiseno Indians First American Title Co. AT&T Safeco Title Co. County Counsel St. Paul Title Co. Stone & Youngberg Title Insurance & Trust Trust for Public Land Government Agencies and Municipalities The Willett Company Pacific Bell San Diego Association of Governments a Dairy HollaCivic San Diego Par Construction Pardee United States Justice Department SutPardee Mortgage Company CA Department of Transportation -Caltrans Wessell Construction Company Wens Wess City of Encinitas Palomar College City of Chula Vista Granite on City of National City Homer Heller Ford Heller FordCity of Escondido The l Company City of Oceanside amitos lamit lamios Race Course Al City of San Diego MCI City of San Marcos NITS City of Vista Helix Water District County of San Diego Pacific Realty Advisors Escondido Union School District Bender Rosenthal, Inc. Enema Wastewater Authority San Diego Gas & Electric Co. North County Transit District Tesoro South Coast Co.LLC Coast San Diego Port District ate Aut San Diego County Water Authority Federal Deposit Insurance Corp. Yuima Municipal Water ct Olivenhain Municipal Water District Band n Band of Luiseno Indians Indians Poway Municipal Water District Bell Bell Enterprises Ramona Unified School District San Diego River Park Foundation Small Business Administration The Nature Conservancy Vallecitos Water District Hospital District Valley Center Municipal Water District Gregory Gregory Canyon Ltd., LLC Law Firms Daley & Heft White & Bright Meyers Fozi, LLP Law Offices of Donald W. Detisch Law Offices of Wesley W. Peltzer Post, Kirby, Noonan & Sweat Winer, Patrick & Weaver Rutan & Tucker Endeman, Lincoln, Turek & Heater Jeffrey Scott Best Best & Krieger Sternberg, Eggers, Kidder & Fox Gray, Cary, Ware & Freidennch Sullivan, Delafield, McGrath & McDonald Jones, Hatfield & Penfield Wingert, Grebing, Anello & Chapin Nugent & Newnham Ito Law Group LLC Skripek & Miller Andrew Rauch, APC Paul, Hastings, Janofsky & Walker Early Sullivan Wright Gizer & McRae LLP Quinn Emanuel Urquhart & Sullivan Quinn Emanuel Urquhart & Sullivan, LLP Bartz Law Firm Higgs Fletcher & Mack Incorvaia & Associates Garth O. Reid Koenig Jacobsen Anderson & Brabant, Inc. 25D-318 Appendix Page 27 of 34 1 Clark Land Resources, Inc. (WBE/SB) INN NTY D � n � (D � rn rn rn D n rn LA zbu-51'a x Page 28 0f 34 Clark Land Resources(WBE�SB) , Inc. a Appendix ATTACHMENT 5 REFERENCES WATER RESOURCES RIGHT OF WAY ACQUISITION SERVICES RFP NO.: 20-091 List and describe fully the contracts performed by your firm which demonstrate your ability to provide the supplies, equipment or services included in the scope of the proposal specifications. Attach additional pages if required. The City reserves the right to contact each of the references listed for additional information regarding your ftrm's qualifications. Reference Customer Name_ City of San Diego Contact Individual: Barry Slotten, Acquisitions Division Program Manager Address: 1200 Third Ave, # 1700 Phone Number: 619-236-6724 San Diego, CA 92101 Facsimile Number: Contract Amount: $1 million per year for 3 years Year: 2016 — 2021 Description of supplies, equipment, or services provided: Elsinore Valley CustomerName:Municipal Water District Contact Individual:Joree Chavez, Management Analyst Address: 31315 Chaney Street Phone Number:951-674-3146Ext. 8357 Lake Elsinore, CA 92530 Facsimile Number: Contract Amount: $70,350 Year: 2018 - 2/28/21 Description of supplies, equipment, or services provided: As -Needed Commercial Real Estate Services. Reference Customer Name: San Diego Gas & Electric Contact Individual: John Hatter, Right of Wav Manager Address: Century Park/CP12A P.O. Box 129831 Phone Number: 858-654-1273 San Diego, CA 92123 Facsimile Number: ContractAmount:$15,000,000million Year: 2015-Ongoing Description of supplies, equipment, or services provided - As -Needed Land Management and Acaaisition Services. THIS FORM MUST BE COMPLETED AND INCIAMED WITH THE PROPOSAL. PROPOSALS THAT DO NOT CONTAIN Ift LORM UUL BE CONSIDERED NONRESPONSIVE. 25D_3Vp4yndix Page 30 of 34 1 Clark Land Resources, Inc. (WBE/SB) a Appendix ATTACHMENT 4-1: NON -COLLUSION AFFIDAVIT CERTIFICATIONS WATER RESOURCES RIGHT OF WAY ACQUISITION SERVICES RFP NO.: 20-091 NON -COLLUSION AFFIDAvrr (Title 23 United States Code Section 112 and Public Contract Code Section 7106) To the CITY OF SANTA ANA DEPARTMENT OF PUBLIC WORKS In accordance with Title 23 United States Code Section 112 and Public Contract Code 7106 the BIDDER declares that the bid is not made in the interest of, or on behalf of, any undisclosed person, partnership, company, association, organization, or corporation; that the bid is genuine and not collusive or sham; that the BIDDER has not directly or indirectly induced or solicited any other BIDDER to put in a false or sham bid, and has not directly or indirectly colluded, conspired, connived or agreed with any BIDDER or anyone else to put in a sham bid, or that anyone shall refrain from bidding; that the BIDDER has not in any manner, directly or indirectly, sought by agreement, communication, or conference with anyone to fix the bid price of the BIDDER or any BIDDER, or to fix any overhead, profit, or cost element of the bid price, or of that of any other BIDDER, or to secure any advantage against the public body awarding the contract of anyone interested in the proposed contract; that all statements contained in the bid are true; and, further, that the BIDDER has not, directly or indirectly, submitted his or her bid price or any breakdown thereof, or the contents thereof, or divulged information or data relative thereto, or paid, and will not pay, any fee to any corporation, partnership, company association, organization, bid depository, or to any member or agent thereof to effectuate a collusive or sham bid. Note: The above Non -collusion Affidavit is part of the Proposal. Signing this Proposal on the signature portion thercof shall also constitute signature of this Non -collusion Affidavit. BIDDERS are cautioned that making a (false certification may} subject the certifier to criminal prosecution. Signed a( t�J '_r C /xQ Jik State of California county of San Diego v Subscribed and sworn to (or affirnied) before me on this +4 day of 20 Q by L'•R&o. L LIC16e— proved to me on the basis of satisfactory evidence to be the person(s) who appeared before me. Np11N1111111111111111111111111111111111111111111111NX1111111111N111NX.' BRENDA GOMEZ g COMM. #2327661 z 'm Notary Public - California San Diego County a My Comm. Expires May 7. 2024 IRIRNNpIR111NX11111111RI111111111X1111111111R111NNINp111110R Notary Public Signature ' Notary Public Seal city I Ala RF 20-091 Appendix Page 31 of 34 1 Clark Land Resources, Inc. (WBE/SB) Appendix ATTACHMENT 4-2: NON -LOBBYING CERTIFICATION The prospective participant certifies, by signing and submitting this bid or proposal, to the best of his or her knowledge and belief, that: 1. No federal appropriated funds have been paid or will be paid, by or on behalf of the undersigned, to any person for influencing or attempting to influence an officer or employee of any federal agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with the awarding of any federal contract, the making of any federal grant, the making of any federal loan, the entering into of any cooperative agreement, and the extension, continuation, renewal, amendment, or modification of any federal contract, grant, loan, or cooperative agreement. 2. If any hands other than federal appropriated funds have been paid or will be paid to any person for influencing or attempting to influence any officer or employee of any federal agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with this federal contract, grant loan, loan or cooperative agreement, the undersigned shall complete and submit a "Disclosure of Lobbying Activities". This certification is a material representation of fact upon which reliance was placed when this transaction was made or entered into. Submission of this certification is a prerequisite for making or entering into this transaction imposed by Section 1352, Title 31, U, S. Code. Any person who fails to file the required certification shall be subject to a civil penalty of not less than $10,000 and not more than $100,000 for each such failure. The prospective participant also agrees by submitting his or her bid or proposal that he or she shall require that the language of this certification be included in all lower tier subcontracts, which exceed $100,000 and that all such sub recipionis shall certify and disclose accordingly. Firm Clark Land Resources, Inc. y� Signed and printed Name: �n , oS , a_Q.Qz.lt.lQ- Linda L.Clark, RWP Title President/CE0 Date October 8, 2020 City of Santa Ana RFP 20-091 25090112t Appendix Page 32 of 34 1 Clark Land Resources, Inc. (WBE/SB) Appendix ATTACHMENT 4-3: NON-DISCRIMINATION CERTIFICATION The undersigned consultant or corporate officer, during the performance of this contract, certifies as follows: 1. The Consultant shall not discriminate against any employee or applicant for employment because of race, color, religion, sex, or national origin. The Consultant shall take affirmative action to ensure that applicants are employed, and that employees are treated during employment without, regard to their race, color, religion, sex, or national origin. Such action shall include, but not be limited to, the following: onployment, upgrading, demotion, or transfer; recruitment or recruitment advertising; layoff or termination; rates of pay or other forms of compensation; and selection for training, including apprenticeship. The Consultant agrees to post in conspicuous places, available to employees and applicants for employment, notices to be provided setting forth the provisions of this nondiscrimination clause. 2. The Consultant shall, in all solicitations or advertisements for employees placed by or on behal l' of the Consultant, state that all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, or national origin. 3. The Consultant shall send to each labor union or representative of workers with which he/she has a collective bargaining agreement or other contract or understanding, a notice to be provided advising the said labor union or workers' representatives of the Consultant's commitments under this section, and shall post copies of the notice in conspicuous places available to employees and applicants for employment. 4. The Consultant shall comply with all provisions of Executive Order 11246 of September 24, 1965, and of the rules, regulations, and relevant orders of the Secretary of Labor. 5. The Consultant shall furnish all information and reports required by Executive Order 11246 of September 24, 1965, and by rules, regulations, and orders of the Secretary of Labor, or pursuant thereto, and will permit access to his/her books, records, and accounts by the administering agency and the Secretary of Labor for purposes of investigation, to ascertain compliance with such rules, regulations, and orders. 6. hi the event of the Consultant's non-compliance with the nondiscrimination clauses of this contract or with any of the said rules, regulations, or orders, the contract may be canceled, terminated, or suspended in whole or in part and the Consultant may be declared ineligible for further Government contracts or federally assisted construction contracts in accordance with procedures authorized in Execution Order 11246 of September 24, 1965, and such other sanctions may be imposed and remedies invoked as provided in Executive Order 11246 of September 24, 1965, or by rule, regulations, or order of the Secretary of Labor, or as otherwise provided by law. 7. The Consultant shall include the portion of the sentence immediately preceding paragraph (1) and the provisions of paragraphs (1) through (7) in every subcontract or purchase order unless exempted City of Santa Ana RFP 20-091 25M*N Appendix Page 33 of 34 1 Clark Land Resources, Inc. (WBE/SB) by rules, regulations, or orders of the Secretary of Labor issued pursuant to Section 204 of Executive Order 11246 of September 24, 1965, so that such provisions will be binding upon each subcontract or purchase order as the administering agency may direct as means of enforcing such provisions, including sanctions for noncompliance; provided, however, that in the event the Consultant becomes involved in, or is threatened with, litigation with a sub -consultant or vendor as a result of such direction by the administering agency, the Consultant may request that the United States enter into such litigation to protect the interests of the United States. 8. Pursuant to California Labor Code Section 1735, as added by Chapter 643 Stats. 1939, and as amended, No discrimination shall be made in the employment of persons upon public works because of race, religious creed, color, national origin, ancestry, physical handicaps, mental condition, marital status, or sex of such persons, except as provided in Section 1420, and any consultant of public works violating this Section is subject to all the penalties imposed for a violation of the Chapter. Signed: cel;)1Y do I . oiaa Title: President/CEO piny: Clark Land Resources, Inc. Date: October 8, 2020 City of Santa Ana RFP 20-091 25M25 Appendix Page 34 of 34 1 Clark Land Resources, Inc. (WBE/SB) EXHIBIT C COMPENSATION Fee Proposal including hourly rates if applicable Page 11 of 11 Non -Fed Funding (6.1.2020) 2 5 D -32 6 E W O O O O O O O O o O O O O O O O O 0 o O O O o O O O O O O O 0 o 0 o 0 0 0 o 0 0 o 0 0 0 0 0 0 0 0 0 0 0 0 0 o Iri vi 0 ui v m m 0 m m 0 0 0 0 m vi vi m .y w ry ao m ao ry In In In m oo In n a o le m m a m w v In w m m O v- v m m n m v m w m .i n m 0 o ..a m m 0 ri 1 16 ry vi of ,-i v M '^ ry ri ri U ry ll ry .-i a 0 u` O o 0 0 0 0 0 0 0 0 0 p e o 0 0 0 o 0$ O o o 0 o 0 O In 1° O 0 o 0 0 0 0 0 0 0 0 0 0 0 O o m - ;: o 0 i C N N oo In In as n ,p O 0 m o 0 0 d N N 1 ] N m ] VI a u 0 o o o o O O 0 O0o Nm oo Ooo N OOO O OO o m ¢°' o m vi Iri � vi .4 vi ri N N 0 O O O O 0 o 0 o O o 0 0 o 0 0 0 0 0 O o o 0 0 i = o m vi ui ui Ip ui n vi 0 Ill ui vi W^ V b .M1 m lw m l^O +/Y m b .m1 i~/� N mN m Y O O O O O O o O o O O O O O O O O O O yl O G. N V1 m V1 eY ol V1 N Ill o O o O O 0 0 0 0 o O� o o O o o O o s N m m M m .ti C ti ao ryl In OI v ti ro fvl d N N N N VY N T yn yn o0 oo0oO oa 0oN '6 SC N N w 6 6 0 0 o O 0 0 0 N 0 M M O 0 0 0 0 0 0 0 .ti ri ri � T a 5 8 a `O Eli T O O O O O zC H w ` O o O O O O O O O 0 0 0 0 0 0 O 0 _ w o a o 0 o In o o n a m m O O O z O O O O O O o O o O O O O O d o O O O O 016 0 0 O O O O O Z O O O O O O O O O O O O O w m n m � ro .rvi .rvi .rvi .rvi .�i `o 'T^ o 0 0 o 0 0 0 0 o O O O o a o 0 0 0 0 00 o N 0 O vl o .1 0 11 0 11 0 N U O O Om Om O.y O.y O O O O O O O O O O OOo OOO.y OOOoOOO 0 o 0 0 O O O O O o O O O O O OOm o 0 m 0 �n an an w m m +n m m m m m +O n E9 NOm iO tO 4O.y/ ` O O O O O 0 o 0 0 0 O- o o o o O O o N 000 Ill m 000 O v1 v1 00 O O 0 o m m n .1 .1 .4 .4 a c G a m o r m « v o w w ocn 3 N N C y„ \ vi L' A W A d '� m 0 0 \ �,' IVn O C y a lE d a n d d 6 OO W N W m O N m m n m Y y. a ni m a c w c N v v o N n N m o w a c c_ n c_ v w a v v Z 3 v 3 m a o w m y �- Y U M¢ 'u U U n U 0 0 H O U¢ F- a Lav-*7L E m W O O O S O O O O o O O o p O O O O O O v1 N O O O O N In O V1 O O v1 O N N O vl oo w .1 In n O w .1 m w m n 0 m w O w m O , ry N N O '-I N O O Q O O O O O O O IG O O A OOi OOi OOi N OOi OOi O m O O an an an tO n VOi an +n s an an a F u, N e W O O O O o N o o N •p 0 0 00 o m o O O O O O O O O O o O O O O O O O In o 0 ui In ui 00 o ui m ry vi o em1 11 V Ill N V N ON ID N N i/Y N N N in an N in N O O O O O o o O O o O O O O O o O In 0 0 1 rl O O O O n O N O O O O N N mN 0 w O O O o 0 0 � m N N O O O O N ei v O O O O O O O O O O O O O O O O O O O O 0 Li 0 0 ul 0 0 0 m m N » VY N N N N N VY i/Y v E O o O m O O O O O O O O O In O O O O O O .ti 0 .1 ry ry .1 0 rci .1 .ti o w d 0 O O O O O O o O 0 O 0 0 O 0 O 0 O 0 0 0 0 0 0 0 0 0 0 0 m 0 m m m m 0 m m m w to i/Y i/Y in N N to N O d O O O O O O O O m O O O O O O O O E e1 `i `i `i e1 e1 e1 e1 C d W O V O d N Z Q � dv O G C O o `m v `0 0 0 v —y in > in o o m v O V U c° z '> a v y v m v v z v Q Y I°n E v E o v« `o m 10 v u .. v o 0 n :F t d> W 10 IO y .G v n v ry U v N «O O .0 'in w W d O N Y N O W -O d Ll G� d e `l Z �l d w O w 0 Q K w d I d Fee Proposal for the City of Santa Ana Public Works Agency -Water Resources Right of Way Acquisition Services (RFP 20-091) The proposer shall complete and submit a total markup schedule. This schedule will be used for comparison purposes only. Clark Land Resources, Inc. Billinq Rates TITLE BILLING RATE (PER HOUR UNLESS OTHERWISE NOTED Project Manager (also includes Principal in Charge) $ 190.00 $ 170.00 Project Coordinator (also includes Sr. Acquisition and $ 190.00 for Broker Relocation Agents, Property Manager, and Contract Administrator)/CA, Real Estate Broker Right of Way -Technician (also includes Right of $ 135.00 Way/Relocation Agent and Title Research/Clearance Office Assistant $ 90.00 Right of Way -CA, Certified Appraiser $ Appraisers bill by lump sum per parcel. Typically $5,000 for residential and $7,000 for commercial/industrial Right of Way Engineering/Surveyors $185.00 Review Appraiser $ Review Appraisers bill by lump sum per parcel. Typically $3,000 for each appraisal. Other Direct Costs: Copying .15 cents per copy Title Reports $800.00 per report Mileage The IRS current allowable rate and time of service. 25D Few?raposal Page 3 of 3 1 Clark Land Resources, Inc. (WBE/SB)