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HomeMy WebLinkAboutELLIS GROUP, INC. DBA INTEGRA REALITY RESOURCESINSURANCE NOT ON FILE A-2021-221-02 WORK MAY NOT PROCEED n,LERK OF ( CII 2 loll OATE: AGREEMENT TO PROVIDE ON -CALL PROPERTY APPRAISAL SERVICES 0 AAA ( K y� Ai�u�ej-\(o..)(L) FOR THE CITY OF SANTA ANA THIS AGREEMENT is made and entered into on this 16th day of November, 2021 by and between Ellis Group, Inc. dba Integra Realty Resources - Los Angeles ("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 property appraisal and 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. 21-103, which is attached as Exhibit A, and as more specifically delineated in Consultant's proposal, which is incorporated by reference as though set forth fully herein. 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 B. Consultant is one of three (3) consultants selected to provide property appraisal services on an on -call basis under RFP 21-103. The total compensation for these services provided by all such consultants selected under RFP 21-103 shall not exceed the shared aggregate amount of $300,000 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 Nan -Fed Funding (6.1.2020) 3. TERM This Agreement shall commence on the date first written above and terminate on November 15, 2024, unless terminated earlier in accordance with Section 17, below. The term of this Agreement may be extended for two 1-year period 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 Page 2 Non -Fed Funding ((.1.2020) the purposes intended by this Agreement shall be at City's sole risk. 7. MINIMUM INSURANCE REQUIREMENTS A. Consultant shall procure and maintain for the duration of the contract insurance against claims for injuries to persons or damages to property, which may arise from or in connection with the performance of the work hereunder by the Consultant, its agents, representatives, or employees. B. Coverage shall be at least as broad as: 1. Commercial General Liability (CGL Insurance: Insurance Services Office Form CG 00 01 covering CGL on an "occurrence" basis, including products and completed operations, property damage, bodily injury and personal & advertising injury with limits no less than $1,000,000 per occurrence. If a general aggregate limit applies, either the general aggregate limit shall apply separately to this project/location (ISO CG 25 03 or 25 04) or the general aggregate limit shall be twice the required occurrence limit. 2. Automobile Liability Insurance: Insurance Services Office Form Number CA 0001 covering, Code I (any auto), or if Consultant has no owned autos, Code 8 (hired) and 9 (non -owned), with limit no less than $1,000,000 per accident for bodily injury and property damage. 3. Workers' Compensation Insurance: as required by the State of California, with Statutory Limits, and Employer's Liability Insurance with limit of no less than $1,000,000 per accident for bodily injury or disease. 4. Professional Liability (Errors and Omissions) Insurance: appropriates to the Consultant's profession, with limit no less than $2,000,000 per occurrence or claim, $2,000,000 aggregate. C. If the Consultant maintains broader coverage and/or higher limits than the minimums shown above, the City requires and shall be entitled to the broader coverage and/or the higher limits maintained by the Consultant. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the City. D. Other Insurance Provisions- the insurance policies are to contain, or be endorsed to contain, the following provisions: 1. Additional Insured Status- the City, its officers, officials, employees, and volunteers are to be covered as additional insureds on the CGL policy with respect to liability arising out of work or operations performed by or on behalf of the Consultant including materials, parts, or equipment furnished in connection with such work or operations. General liability coverage can be provided in the form of an endorsement to the Consultant's insurance (at least as broad as ISO Form CG 20 Page 3 Non -Fed Funding (6.1.2020) 10 11 85 or both CG 20 10, CG 20 26, CG 20 33, or CG 20 38; and CG 20 37 forms if later revisions used). 2. Primary Coverage- For any claims related to this contract, the Consultant's insurance coverage shall be primary insurance primary coverage at least as broad as ISO CG 20 0104 13 as respects the City, its officers, officials, employees, and volunteers. Any insurance or self-insurance maintained by the City, its officers, officials, employees, or volunteers shall be excess of the Consultant's insurance and shall not contribute with it. 3. Notice of Cancellation- Each insurance policy required above shall state that coverage shall not be canceled, except with notice to the City. 4. Waiver of Subrogation- Consultant hereby grants to City a waiver of any right to subrogation, which any insurer of said Consultant may acquire against the City by virtue of the payment of any loss under such insurance. Consultant agrees to obtain any endorsement that may be necessary to affect this waiver of subrogation, but this provision applies regardless of whether or not the City has received a waiver of subrogation endorsement from the insurer. E. Self -Insured Retentions- Self -insured retentions must be declared to and approved by the City. The City may require the Consultant to purchase coverage with a lower retention or provide proof of ability to pay losses and related investigations, claim administration, and defense expenses within the retention. The policy language shall provide, or be endorsed to provide, that the self -insured retention may be satisfied by either the named insured or City. F. Acceptability of Insurers- Insurance is to be placed with insurers authorized to conduct business in the state with a current A.M. Best's rating of no less than A:VII, unless otherwise acceptable to the City. G. Claims Made Policies- If any of the required policies provide coverage on a claims -made basis: 1. The Retroactive Date must be shown and must be before the date of the contract or the beginning of contract work. 2. Insurance must be maintained and evidence of insurance must be provided for at least five (5) years after completion of the contract of work. If coverage is canceled or non -renewed, and not replaced with another claims - made policy form with a Retroactive Date prior to the contract effective date, the Consultant must purchase "extended reporting" coverage for a minimum of five (5) years after completion of contract work. Page 4 Non -Fed Funding (6.1.2020) H. Verification of Coverage- Consultant shall furnish the City with original Certificates of Insurance including all required amendatory endorsements (or copies of the applicable policy language effecting coverage required by this clause) and a copy of the Declarations and Endorsement Page of the CGL policy listing all policy endorsements to City before work begins. However, failure to obtain the required documents prior to the work beginning shall not waive the Consultant's obligation to provide them. The City reserves the right to require complete, certified copies of all required insurance policies, including endorsements required by these specifications, at any time. 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 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 Page 5 Non -Fed Funding (6.1.2020) 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 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 Page 6 Non -Fed Funding (6.1.2020) 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 which 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 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. Page 7 Non -Fed Funding (6.1.2020) 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: Cleric 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 8 Non -Fed Funding (6. L2020) To Consultant: Beth B. Finestone, Managing Director Integra Realty Resources — Los Angeles 16030 Ventura Boulevard, Suite 620 Encino, CA 91436-4473 With Copy To: Integra Realty Resources — Los Angeles 16030 Ventura Boulevard, Suite 620 Encino, CA 91436-4473 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: aisy Gomez lerk of the Council APPROVED AS TO FORM: SONIA R. CARVALHO City Attorney By: rxona- A Rfy� Laura A. Rossini Chief Assistant City Attorney [Signatures continue on the next page] CITY OF SANTA ANA Stine Ridge City Manager CONSULTANT: Beth B. Finestone Managing Director Page 9 Non -Fed Funding (6. L2020) FOR APPROVAL: /t.-I 1 4 Saba, PE tive Director Works Agency Page 10 Non -Fed Funding (6.1.2020) EXHIBIT A SCOPE OF SERVICES Page 11 Non -Fed Funding (6. L2020) Appendix ATTACHMENT 1 SCOPE OF WORK CITY OF SANTA ANA REQUEST FOR PROPOSALS FOR ON -CALL PROPERTY APPRAISAL SERVICES RFP NO.21-103 INTRODUCTION/PROJECT BACKGROUND The City of Santa Ana is issuing this Request for Proposals (RFP) to seek qualified firms to provide On -Call Property Appraisal services on an as -needed or "on -call" basis. It is the City's goal to select one or more firms to enter into an agreements with to provide as needed property appraiser services for capital improvement projects (CIP). The CIP projects needing these right-of-way services include, but are not limited, to Warner Avenue, Bristol Street, Fairview Street, and Grand Avenue Street Improvements. Maximum Contract Property Appraisal Services Aggregate Amount $148,000 From the proposals received, it is the City's goal to select up to three firms for property appraisal services for the on -call pool. The City will enter into separate agreements (the "Agreement") with each of these firms, with a not -to -exceed aggregate amount shared amongst all. Work will be assigned by Contract Task Orders. As tasks are identified, they will be distributed among these firms based upon their ability to perform the required work within the project schedule and budget constraints. A detailed scope of work and corresponding fee will be outlined when a specific task is assigned to a consultant. The City reserves the right to distribute the work in any manner which will best serve the City's interests. MINIMUM QUALIFICATIONS Consultants must demonstrate the minimum qualifications as established in the California Department of Transportation (Caltrans) Right of Way Manual which can be accessed at: httl2://www.dot.ca.gov/hq/rowhowman/manual/index.htm. DESCRIPTION OF WORK Consultants under contract with the City of Santa Ana will provide support to City of Santa Ana staff or their designee on an as -needed basis. The Consultants shall be thoroughly familiar with the Statement of Work prior to submitting a response to this Request for Proposal (RFP). City of Santa Ana RFP 21-103 Page Al-1 • The Consultant shall diligently work on each assignment and complete each task in accordance with the schedule and accommodate the City's needs. • The Consultant's work will be subject to inspection and audit by City, County, State and Federal representatives • All electronic submittals of files must be through a shared folder. Consultant must upload and keep current the project parcel information and files in the shared folder established for the project. • Consultant must prepare electronic files of the parcels according to the Caltrans Review Process for right-of-way Certification. • Project files including copies of all correspondences, reports, documents, and electronic files shall be submitted to the City when requested and electronically updated as requested by the City. • All work, including reports, analysis, data, and intellectual properties developed during the life of the Agreement shall become the properties of the City. • The Consultant will receive written notification of the award of the contract. Upon such notification, the Consultant will proceed with the services required by the Agreement. PROPERTY APPRAISAL SERVICES Consultant shall prepare appraisal services that include full and partial acquisition for residential property; commercial property; industrial property; easements; special use or zoned property; and review appraisals. Appraisal Services shall be in accordance with federal, state, and local regulations, policies, procedures and standards. Consultant must make every effort to meet with the property owner prior to preparation of the report. Appraiser shall perform the following tasks: • Prepare appraisal report in accordance with the State of California Laws and the Uniform Standards of Professional Appraisal Practice (USPAP) • Research records, inspect the site and communicate with the property owner in preparation of the appraisal report. This might require multiple attempts for site visit and inspection • Prepare Real Estate Appraisal reports for full and partial acquisition • Prepare Appraisal Summary Statements to accompany City's Offer Package • Prepare Valuation of City's Landscape Setback Easement requirements • Prepare detailed appraisal report necessary for condemnation • Coordinate with Fixtures and Equipment Appraisers • Coordinate with Business Goodwill Appraisers • Communicate with property owners in writing and as required to obtain adequate information to prepare the report • Prepare all necessary correspondence, letters and reports • Provide effective communication with engineers, planners, attorneys, and City staff • Comply with federal, state and local regulations City of Santa Ana RFP 21-103 Page Al-2 • Create files and maintain all records • Provide condemnation consultations as necessary • Attend meetings/public hearings and conduct presentations • Provide expert witness testimony as required for condemnation proceedings • Coordinate and review of Phase I and Phase II Environmental Studies • Review appraisal reports prepared by other consultants as required by the City and prepare review summary • Prepare Review Appraisal Reports (Required For Federally Funded Projects) • Coordinate, direct and obtain Review Appraisals in accordance with the Uniform Relocation Assistance and Real Property Acquisition Policies Act (Uniform Act) and Caltrans guidelines • Examine all appraisals and corresponding reports • Seek any corrections or revisions deemed appropriate • Prepare Dual Appraisal Report as required for federally funded projects under Caltrans Guidelines Real estate appraisers must be certified and a Member of the Appraisal Institute Sample Fee Proposal Consultant shall describe the process (methods of appraisal, research, and any other necessary tasks) and provide the proposal fee breakdown to appraise the below sample addresses. The proposal will be used for fee comparison and evaluation process. The partial acquisition for Cherry Aerospace shall be 10 feet from the back of sidewalk and all existing improvements within the acquired area shall be appraised accordingly. Sample locations for appraisal proposal are the following: • 1224 E. Warner Avenue (Cherry Aerospace Park Take) • 2246 S. Evergreen Street (Residential Full Take) PAYMENT AND INVOICING: Selected Consultant shall invoice the City based on time and material according to the City's standard invoice template. Tasks and hours shall be clearly identified and all rates must match those included in the approved agreement. City shall retain ten percent (10%) of the invoice amount from each payment until the completed Project has been accepted by the City. Each invoice must include a Consultant Progress Report that contains tasks and activities completed and summary of work in the next month period. Certificate of insurance must be current in order for invoices to be processed. 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 City of Santa Ana RFP 21-103 Page Al-3 specifically in referred to herein. • Facilitate meeting spaces and coordination with City staff • Access to City facilities CONSULTANT RESPONSIBILITIES: Provide all required insurance as outlined in Attachment 2 of this RFP. Submit renewal of Certificate of Insurance 30 days before expiring. Ensure Certificate of Insurance is current when submitting invoices. City of Santa Ana RFP 21-103 Page Al-4 EXHIBIT B COMPENSATION Fee Proposal including hourly rates if applicable Page 12 Non -Fed Funding (6.1.2020) Integra Realty Resources Los Angeles Response to Request for Proposals (RFP) for On -Call Property Appraisal Services RFP No.: 21-103 SECTION 3: FEE PROPOSAL irr Response to Request for Proposals (RFP) for On -Call Property Appraisal Services RFP No.: 21-103 17 3. FEE PROPOSAL In completing other large, multi -parcel assignments, we have found that the most effective way to minimize costs is to organize each assignment after gaining an understanding of all of the work involved. That is, we would carefully consider all of the appraisal assignments to be completed in the reasonably foreseeable future. By identifying all appraisal assignments to be completed, we are able to make most efficient use of our time in completing field inspections, and in cross-referencing factual data contained within the specific appraisal reports. In simultaneously completing multiple appraisals, we would prepare a matrix identifying all of the properties along one axis and identifying the various tasks within each appraisal along the other axis. In this manner, we are able to complete our work in the most efficient manner possible. By organizing our work in this manner, we have found that appraisal fees (on a per parcel basis) are frequently 15% to 30% less in a multi -parcel project area than they would be if the appraisal of each parcel was completed one at a time. The anticipated pricing schedule for specific types of appraisals (non -eminent domain) is summarized as follows: Response to Request for Proposals (RFP) for On -Call Properly Appraisal Services RFP No.: 21-103 Costs for Residential Properties Vacant Land SFR Duplex-Triplex-Q uadriplex Small Multifamily (5-9 units) Multifamily (10-20 units) Multifamily (20+ units) CommerciaUlndustrial Vacant Land General Complex Special Use Properties Complex Religious facilities Educational Facilities Hospital Facilities Lodging Facilities Parks/Recreation Facilities Planned Developments Planned SFR/Subdivisions Planned Multifamily Planned Planned Special Use Complex Planned Developments Typical Cost Range Median Cost Range Low High Desk Field $2,700 $6,000 $1,000 $1,600 $1,800 $3,500 $1,000 $1,600 $2,500 $4,500 $1,200 $1,800 $2,700 $4,500 $1,400 $2,000 $2,700 $5,000 $1,500 $2,500 $3,500 $9,000 $1,800 $3,000 $3,000 $10,000 $1,500 $2,000 $4,000 $8,000 $1,800 $2,500 $7,000+ $2,500 $3,500+ $6,000 $15,000 $2,200 $3,000 $5,500 $7,500 $1,500 $3,400 $5,500 $7,500 $1,500 $3,400 To be quoted on an as -needed basis $5,500 $10,000 $1,800 $3,400 $4,000 $10,000 $1,500 $2,400 $6,000 $11,000 $2,200 $3,600 $4,000 $8,500 $1,800 $3,400 $5,000 $12,000 $2,200 $3,600 $6,500 $20,000 $2,400 $3,600 To be quoted on an as -needed basis ig We will provide firm fixed fee estimates for each assignment or grouping of assignments prior to the onset of undertaking the assignment. The fixed -fee estimates provided will include all costs associated with the completion of the appraisals. The City will not be billed for expenses we incur in the preparation of the appraisal, unless these are approved in writing by the City at the onset of an assignment. For the purpose of providing supplemental consulting services and expert testimony, our fully burdened hourly rates will be as follows: Response to Request for Proposals (RFP) for On -Call Property Appraisal Services RFP No.: 21-103 19 John G. Ellis, MAI, CRE, FRICS: $400 per hour for appraisal and consulting (Senior Managing Director) $600 per hour for trial preparation and expert testimony Beth B. Finestone, MAI, AI-GRS, FRICS, $375 per hour for appraisal and consulting CRE: $450 per hour for trial preparation and expert (Managing Director) testimony J. Richard Donahue, MAI, FRICS: (Senior Managing Director, IRR-Orange County) Robert M. Lea, MAI: (Director) Adam M. Bogorad, MAI: (Senior Director) Other Directors, Senior Consultants, and Senior Analysts: Analysts: Researchers: Administrative Staff: (For supplemental documentation requests) $375 per hour for appraisal and consulting $450 per hour for trial preparation and expert testimony $400 per hour for appraisal and consulting $550 per hour for trial preparation and expert testimony $350 per hour for appraisal and consulting $425 per hour for trial preparation and expert testimony $225 to $325 per hour $130 to $200 per hour $125 per hour $100 per hour The following Caltrans Exhibits as referenced in Attachment 4 of the RFP are included as part of our Fee Proposal following this page: • LAPM Exhibit 10-H: Cost Proposal (IRR-Los Angeles) • LAPM Exhibit 10-H: Cost Proposal (IRR-Orange County) • LAPM Exhibit 10-K: Consultant Annual Certification of Indirect Costs and Financial Management System (IRR-LosAngeles) • LAPM Exhibit 10-K: Consultant Annual Certification of Indirect Costs and Financial Management System (IRR-Orange County) • LAPM Exhibit 10-01: Consultant Proposal DBE Commitment • LAPM Exhibit 10-02: Consultant Contract DBE Commitment Response to Request for Proposals (RFP) for On -Call Property Appraisal Services RFP No.: 21-103 20 Sample Fee Proposal In addition to the information provided above, you requested that we provide a sample fee proposal for two properties, 1) 1224 E. Warner Avenue and 2) 2246 S. Evergreen Street. The following addresses this request. 1224 E. Warner Avenue is the Cherry Aerospace partial acquisition. If awarded this assignment we would immediately notify the property owner, in writing, of our intent to appraise their property and invite them to be present at the time of inspection. We understand that a partial acquisition of 10 feet from the back of the sidewalk is required from this property. Based on our review of aerial photographs, this is a relatively minor acquisition in terms of its impact to the property. It appears that the structural improvements (building) will not be impacted and that pedestrian access to the property (larger parcel) will still be possible in the after condition. We do not anticipate any severance damages to the remainder and as such propose to value the property on a land only basis. That is, we would value the underlying land associated with the larger parcel in the before condition and would then use the unit value of the land that is concluded to, to value the part being acquired. We would value the land utilizing the sales comparison approach. If one assumes that the 10-foot strip is a fee acquisition, it would be valued at 100% of the underlying fee value of the land associated with the larger parcel. We would add the value of any site improvements in the acquisition area to the value of the land being taken. Based on aerial photographs these improvements appear to include landscaping, concrete and brick planter walls. For any site improvements that need to be replaced in the after condition, we will provide compensation based on replacement cost new. For site improvements that do not need to be replaced in the after condition, we would provide compensation based on depreciated replacement cost. Please note that landscaping (trees, plants and shrubs are not depreciated). We also noted that there is a chain link gate at the east side of the property. While it is not in the acquisition area, it may need to be moved to the south so as to allow for proper automobile queuing in the after condition. If this is the case, our appraisal would include compensation to move or replace the gate. Our fee to appraise this property, assuming it is the only assignment awarded to us at the time is $5,000 and our timing would be six weeks. If this assignment is awarded as part of a larger group of properties that are part of the same project, out fee would decrease substantially as we could benefit from economies of scale by conducting multiple appraisals in the immediate area at the same time. 2. 2246 S. Evergreen Street is a single-family residential property that is proposed as a full acquisition. If awarded this assignment we would immediately notify the property owner, in writing, of our intent to appraise their property and invite them to be present at the time of inspection. We would value the property as improved, based on the sales comparison approach. We would compare the value of the property as improved to the value of the underlying land and would base our concluded value on whichever is higher. That is, we would appraise the property to its highest and best use. If a furniture, fixtures and equipment appraiser is retained, we would coordinate with them to confirm that there is no double counting of items being acquired. Response to Request for Proposals (RFP) for On -Call Property Appraisal Services RFP No.: 21-103 21 Our fee to appraise this property, assuming it is the only assignment awarded to us at the time is $4,000 and our timing would be six weeks. If this assignment is awarded as part of a larger group of properties that are part of the same project, our fee would decrease substantially as we could benefit from economies of scale by conducting multiple appraisals in the immediate area at the same time. DATE(MM/DD/YYYY) CERTIFICATE OF LIABILITY INSURANCE 03/03/2026 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED LL REPRESENTATIVE OR PRODUCER,AND THE CERTIFICATE HOLDER. U IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain w� p y, policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER CONTACT 'a NAME: Aon Risk Services Northeast, Inc. PHONE FAX Connecticut Office (A/C.No.Ezt): (866) 283-7122 (FAA Connecticut (800) 363-0105 'a 800 Connecticut Ave E-MAIL 2 Norwalk CT 06854 USA ADDRESS: INSURER(S)AFFORDING COVERAGE NAIC# INSURED INSURERA: Zurich American Ins Co 16535 CBRE Group, Inc. and Subsidiaries INSURERB: ACE Property & Casualty Insurance Co. 20699 2121 N Pearl Street Suite 300 INSURERC: Twin City Fire Insurance Company 29459 Dallas TX 75201 USA INSURER D: INSURER E: INSURER F: COVERAGES CERTIFICATE NUMBER: 57011 82 887 56 REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. Limits shown are as requested INSR ADDL SUBR POLICY EFF POLICY EXP LTR TYPE OF INSURANCE INSD WVD POLICY NUMBER (MM/DD/YYYY) (MM/DDNYYY) LIMITS A X COMMERCIAL GENERAL LIABILITY GLo838419924 03 01 2026 03 O1 2027 EACH OCCURRENCE $5,000,000 CLAIMS-MADE OCCUR P REVISES (Eaoccurrence) $50,000 MED EXP(Any one person) $10,000 PERSONAL&ADV INJURY $5,000,000 P'LAGGREGATE LIMITAPPLIES PER: GENERAL AGGREGATE $5,000,000 POLICY ❑PE LOC PRODUCTS-COMP/OP AGG $5,000,000 OTHER: o r A BAP 8384200 24 03/01/2026 03/01/2027 COMBINED SINGLE LIMIT AUTOMOBILE LIABILITY $5,000,000(Ea accident) )( ANYAUTO BODILY INJURY(Per person) 0 O OWNED SCHEDULED BODILY INJURY(Per accident) Z AUTOS ONLY AUTOS N HIREDAUTOS NON-OWNED PROPERTY DAMAGE 2 ONLY AUTOS ONLY (Per accident) N B X UMBRELLA LIAB X OCCUR XEUG27952501011 03/01/2026 03/01/2027 EACH OCCURRENCE $5,000,000 U EXCESS LIAB CLAIMS-MADE AGGREGATE $5,000,000 DED I X RETENTION $25,000 A WORKERS COMPENSATION AND WC838419527 03/01/2026 03/01/2027 X I PERSTATUTE 0TTH- EMPLOYERS'LIABILITY Y/N All Other States JER A OFFICER/MFMBEREXCLUDED'execurive N N/A WC914173620 03/01/2026 03/01/2027 E.L.EACH ACCIDENT $1,000,000 (Mandatory in NH) Wisconsin E.L.DISEASE-EA EMPLOYEE $1,000,000 UID SCes, Under $1,000,000 RIPTION OPERATIONS below E.L.DISEASE-POLICY LIMIT oft DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES(ACORD 101,Additional Remarks Schedule,may be attached if more space is required) RE: Project Name: Agreement To Provide on-Call Property Appraisal Services for the City of Santa Ana, Project Number: A-2021-221-02. City of Santa Ana is included as Additional Insured in accordance with the policy provisions of the General Liability policy. A Waiver of Subrogation is granted in favor of City of Santa Ana in accordance with the policy provisions of the General Liability, Automobile Liability and Workers' Compensation policies and per the applicable written contract. APPROVED 221 CERTIFICATE HOLDER CANCELLATION By Tu Tran Nguyen at 12:52 pm,Mar 11,2026 x SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF,NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. City of Santa Ana AUTHORIZED REPRESENTATIVE all� Attn: Public Works Agency Z� CIP/Design Engineering 20 Civic Center Plaza cif �� (/'� U'i Santa Ana CA 92701 USA %�jI �/E' �f ©1988-2015 ACORD CORPORATION.All rights reserved ACORD 25(2016/03) The ACORD name and logo are registered marks of ACORD Policy Number GLO 8384199-24 ENDORSEMENT ZURICH AMERICAN INSURANCE COMPANY Named Insured: CBRE Group,Inc. Effective Date: 03-01-2026 12:01 A.M.,Standard Time Agent Name: Aon Risk Services Northeast Inc Agent No. 50522-000 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. WAIVER OF SUBROGATION(BLANKET)ENDORSEMENT THIS ENDORSEMENT MODIFIES INSURANCE PROVIDED UNDER THE FOLLOWING: COMMERCIAL GENERAL LIABILITY COVERAGE PART(OCCURRENCE VERSION) THE FOLLOWING IS ADDED TO THE TRANSFER OF RIGHTS OF RECOVERY AGAINST OTHERS TO US CONDITION: IF YOU ARE REQUIRED BY A WRITTEN CONTRACT OR AGREEMENT,WHICH IS EXECUTED BEFORE A LOSS,TO WAIVE YOUR RIGHTS OF RECOVERY FROM OTHERS,WE AGREE TO WAIVE OUR RIGHTS OF RECOVERY. THIS WAIVER OF RIGHTS SHALL NOT BE CONSTRUED TO BE A WAIVER WITH RESPECT TO ANY OTHER OPERATIONS IN WHICH THE INSURED HAS NO CONTRACTUAL INTEREST. ALL OTHER TERMS AND CONDITIONS OF THE POLICY REMAIN UNCHANGED. U-GU-614-A CW(10/02) CBRE Group, Inc. GLO 8384199-24 Eff 03-01-2026 POLICY NUMBER: GLO 8384199-24 COMMERCIAL GENERAL LIABILITY CG 20 26 04 13 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. ADDITIONAL INSURED - DESIGNATED PERSON OR ORGANIZATION This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART SCHEDULE Name Of Additional Insured Person(s) Or Organization(s): Any person or organization that the insured has agreed by written contract or written agreement to name as an additional insured and executed prior to the occurrence of any loss. Information required to complete this Schedule, if not shown above, will be shown in the Declarations. A. Section II — Who Is An Insured is amended to B. With respect to the insurance afforded to these include as an additional insured the person(s) or additional insureds, the following is added to organization(s) shown in the Schedule, but only Section III— Limits Of Insurance: with respect to liability for "bodily injury", "property If coverage provided to the additional insured is damage or personal and advertising injury required by a contract or agreement, the most we caused, in whole or in part, by your acts or will pay on behalf of the additional insured is the omissions or the acts or omissions of those acting amount of insurance: on your behalf: 1. In the performance of your ongoing operations; 1. Required by the contract or agreement; or or 2. Available under the applicable Limits of 2. In connection with your premises owned by or Insurance shown in the Declarations; rented to you. whichever is less. However: This endorsement shall not increase the 1. The insurance afforded to such additional applicable Limits of Insurance shown in the insured only applies to the extent permitted by Declarations. law; and 2. If coverage provided to the additional insured is required by a contract or agreement, the insurance afforded to such additional insured will not be broader than that which you are required by the contract or agreement to provide for such additional insured. CG 20 26 04 13 © Insurance Services Office, Inc., 2012 Page 1 of 1 Wolters Kluwer Financial Services I Uniform FormsTM WORKERS COMPENSATION AND EMPLOYERS LIABILITY INSURANCE POLICY WC 00 03 13 (Ed. 4-84) WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS ENDORSEMENT We have the right to recover our payments from anyone liable for an injury covered by this policy. We will not enforce our right against the person or organization named in the Schedule. (This agreement applies only to the extent that you perform work under a written contract that requires you to obtain this agreement from us.) This agreement shall not operate directly or indirectly to benefit anyone not named in the Schedule. Schedule ALL PERSONS OR ORGANIZATIONS WHERE REQUIRED BY WRITTEN CONTRACT OR WRITTEN AGREEMENT WC 8384195-27 WC 00 03 13 (Ed. 4-84) �� 1983 National Council on Compensation Insurance. POLICY NUMBER: BAP 8384200-24 COMMERCIAL AUTO CA04441013 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. WAIVER OF TRANSFER OF RIGHTS OF RECOVERY AGAINST OTHERS TO US (WAIVER OF SUBROGATION) This endorsement modifies insurance provided under the following: AUTO DEALERS COVERAGE FORM BUSINESS AUTO COVERAGE FORM MOTOR CARRIER COVERAGE FORM With respect to coverage provided by this endorsement, the provisions of the Coverage Form apply unless modified by the endorsement. This endorsement changes the policy effective on the inception date of the policy unless another date is indicated below. Named Insured: CBRE GROUP, INC. Endorsement Effective Date:03/01/2026 SCHEDULE Name(s) Of Person(s) Or Organization(s): ONLY THOSE PERSONS OR ORGANIZATIONS FOR WHOM YOU ARE REQUIRED TO WAIVE YOUR RIGHTS OF RECOVERY UNDER THE TERMS OF A WRITTEN CONTRACT. Information required to complete this Schedule, if not shown above, will be shown in the Declarations. The Transfer Of Rights Of Recovery Against Others To Us condition does not apply to the person(s) or organization(s) shown in the Schedule, but only to the extent that subrogation is waived prior to the "accident" or the "loss" under a contract with that person or organization. CA 04 44 10 13 © Insurance Services Office, Inc., 2011 Page 1 of 1