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HomeMy WebLinkAboutMONUMENT ROWINSURANCE NOT ON FILE WORK MAY NOT PROCEED CLERK OF COUNCIL DATE A-2021-222 AGREEMENT TO PROVIDE RIGHT OF WAY SPECIALTY SERVICES - ACQUISITION AND RELOCATION SERVICES ON AN ON -CALL BASIS THIS AGREEMENT is made and entered into this 16th day of November, 2021 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"). 11'.Ckvf1yv 111t;Ven)(F WA)C$yl'2 RECrTer..c A. On July 6, 2021, the City issued Request for Proposal ("RFP") No. 21-075, by which it �., sought a consultant to provide On -Call Acquisition and Relocation Services for the City's co Public Works Agency. © B. Consultant submitted a responsive proposal that was among those selected by the City. Consultant represents that it is able and willing to provide the services described in the Q scope of work that was included in RFP No. 21-075. 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 contracting 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 acquisition and relocation services described in the scope of work that was included in RFP No. 21-075 and is attached hereto and marked as Exhibit A and as more specifically delineated in Consultant's proposal, which is attached as Exhibit B and incorporated in full. 2. ALLOWABLE COSTS AND PAYMENTS 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 Consultant's Cost Proposal attached as Exhibit C. Consultant is the top-ranking consultant to provide acquisition and relocation services on an as -needed basis under RFP No. 21-075. The total compensation for these services provided under RFP No. 21-075 to perform them shall not exceed an aggregate amount of $149,500.00 during the term of the Agreement, including any extension periods. b. Consultant's Cost Proposal attached as Exhibit C. The specified hourly rates shall include direct salary costs, employee benefits, overhead, and fee. These rates are Page 1 not adjustable for the performance period set forth in this Agreement. In addition, Consultant will be reimbursed for incurred (actual) direct costs other than salary costs that are in the cost proposal and identified in the cost proposal and in the executed Task Order. C. Specific projects will be assigned to Consultant through issuance of Task Orders. After a project to be performed under this Agreement is identified by City, City will prepare a draft Task Order less the cost estimate. A draft Task Order will identify the scope of services, expected results, project deliverables, period of performance, project schedule and will designate a City Project Coordinator. The draft Task Order will be delivered to Consultant for review. Consultant shall return the draft Task Order within ten (10) calendar days along with a Cost Estimate, including a written estimate of the number of hours and hourly rates per staff person, any anticipated reimbursable expenses, overhead, fee if any, and total dollar amount. After agreement has been reached on the negotiable items and total cost, the finalized Task Order shall be signed by both City and Consultant. d. Task Orders may be negotiated for a lump sum (Firm Fixed Price) or for specific rates of compensation, both of which must be based on the labor and other rates set forth in Consultant Cost Proposal. e. Reimbursement for transportation and subsistence costs shall not exceed the rates as specified in the approved Cost Proposal. f When milestone cost estimates are included in the approved Cost Proposal, Consultant shall obtain prior written approval for a revised milestone cost estimate from City before exceeding such estimate. g. Progress payments for each Task Order will be made monthly in arrears based on services provided and actual costs incurred. h. Consultant shall not commence performance of work or services until this Agreement has been approved by City, and notification to proceed has been issued by City. No payment will be made prior to approval or for any work performed prior to approval of this Agreement. A Task Order is of no force or effect until returned to City and signed by an authorized representative of City. No expenditures are authorized on a project, and work shall not commence until a Task Order for that project has been executed by City. j. Consultant will be reimbursed, as promptly as fiscal procedures will permit upon receipt by City of itemized invoices in triplicate. Separate invoices itemizing all costs are required for all work performed under each Task Order. Invoices shall be Page 2 submitted no later than 45 calendar days after the performance of work for which Consultant is billing, or upon completion of the Task Order. Invoices shall detail the work performed on each milestone, on each project as applicable. Invoices shall follow the format stipulated for the approved Cost Proposal and shall reference this Agreement number, project title, and Task Order number. Credits due to City that include any equipment purchased under the Equipment Purchase provision of this Agreement must be reimbursed by Consultant prior to the expiration or termination of this Agreement. Invoices shall be mailed to City at the following address: City of Santa Ana, Public Works Agency M-36, 20 Civic Center Plaza, P.O. Box 1988, Santa Ana, CA 92702. k. The period of performance for Task Orders shall be in accordance with dates specified in the Task Order. No Task Order will be written which extends beyond the expiration date of this Agreement. The total amount payable by City for an individual Task Order shall not exceed the amount agreed to in the Task Order, unless authorized by contract amendment. in. If the Consultant fails to satisfactorily complete a deliverable according to the schedule set forth in a Task Order, no payment will be made until the deliverable has been satisfactorily completed. n. Task Orders may not be used to amend this Agreement and may not exceed the scope of work under this Agreement. o. The total amount payable by City for all Task Orders resulting from this Agreement shall not exceed an aggregate amount of $149,500. It is understood and agreed that there is no guarantee, either expressed or implied, that this dollar amount will be authorized under this Agreement through Task Orders. P. Consultant shall submit progress reports on each specific project in accordance with the Task Order. These reports shall be submitted at least once a month. The report should be sufficiently detailed for the City's Project Manager to determine, if Consultant is performing to expectations, or is on schedule; to provide communication of interim findings, and to sufficiently address any difficulties or special problems encountered, so remedies can be developed. q. Consultant's Project Manager shall meet with City's Project Manager, as needed, to discuss progress on the project(s). r. This Agreement is valid and enforceable only if sufficient funds are made available to the City for the purpose of this Agreement. In addition, this Agreement is subject to any additional restrictions, limitations, conditions, or any statute enacted by Congress, the State Legislature, or the City that may affect the provisions, terms or funding of this Agreement in any manner. Page 3 3. COST PRINCIPLES AND ADMINISTRATIVE REQUIREMENTS a. Consultant agrees that the Contract Cost Principles and Procedures, 48 CFR Part 31, Contract Cost Principals and Procedures, shall be used to determine the allowability of individual terms of cost, et seq., shall be used to determine the cost allowability of individual items. b. Consultant agrees to comply with federal procedures in accordance with 2 CFR, Part 200, Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards. C. Any costs for which payment has been made to Consultant that are determined by subsequent audit to be unallowable under 2 CFR, Part 200 and 48 CFR, Federal Acquisition Regulations System, Chapter 1, Part 31.000 et seq., are subject to repayment by Consultant to City. 4. PERFORMANCE PERIOD a. This Agreement shall go into effect on the date first written above, contingent upon approval by City, and Consultant shall commence work after notification to proceed by City. This Agreement shall end on November 15, 2024, unless terminated earlier in accordance with Section 21. The term of this Agreement may be extended for up to two 1-year periods upon a writing executed by the City Manager and City Attorney. b. Consultant is advised that any recommendation for contract award is not binding on City until the Agreement is fully executed and approved by City. C. The period of performance for each specific project shall be in accordance with the Task Order for that project. If work on a Task Order is in progress on the expiration date of this Agreement, the terms of the Agreement shall be extended by amendment. 5. STATE PREVAILING WAGE RATES a. If applicable, Consultant shall comply with the State of California's General Prevailing Wage Rate requirements in accordance with California Labor Code, Section 1770, and all Federal, State, and local laws and ordinances applicable to the work. b. Any subcontract entered into as a result of this Agreement, if for more than $25,000 for public works construction or more than $15,000 for the alteration, demolition, repair, or maintenance of public works, shall contain all of the provisions of this Section, unless the awarding agency has an approved labor compliance program by the Director of Industrial Relations. Page 4 C. When prevailing wages apply to the services described in the scope of work, transportation and subsistence costs shall be reimbursed at the minimum rates set by the Department of Industrial Relations (DIR) as outlined in the applicable Prevailing Wage Determination. See http://www.dir.ca.gov. Consultant shall be responsible for any future adjustments to prevailing wage rates including, but not limited to, base hourly rates and employer payments as determined by the Department of Industrial Relations, Consultant is responsible for paying the appropriate rate, including escalations that take place during the term of the Agreement. d. When prevailing rates apply, the Consultant is responsible for verifying compliance with certified payroll requirements. Invoice payment will not be made until the invoice is approved by City. 6. 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. 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 subconsultants to agree in writing that City is granted a non-exclusive and perpetual license for any Documents & Data the subconsultant 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 the purposes intended by this Agreement shall be at City's sole risk. 8. 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 Page 5 connection with the performance of the work hereunder by the Consultant, its agents, representatives, or employees. B. Insurance coverage shall be at least as broad as: 1) Commercial General Liability (CGL): 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 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 1 (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- appropriate 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 10 1185 or both CG 2010, 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 01 04 13 as respects the City, its officers, officials, employees, and Page 6 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. 3) 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. 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. Page 7 I. Subcontractors- Consultant shall require and verify that all subcontractors maintain insurance meeting all the requirements stated herein, and Contractor shall ensure that City is an additional insured on insurance required from subcontractors. J. Special Risks or Circumstances- City reserves the right to modify these requirements, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other special circumstances. 9. INDEMNIFICATION Consultant agrees to defend, and shall indemnify and hold harmless the City, its officers, agents, employees, consultants, 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 or its subconsultants, agents, employees, or other persons acting on their 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 of, pertain to, or relate to the negligence, recklessness, or willfal misconduct of the Consultant. 10. INTELLECTUAL PROPERTY INDEMNIFICATION Consultant shall defend, indemnify and hold harmless the City, its officers, agents, representatives, and employees against any and all liability, including costs, and attorney's fees, for infringement of any United States' letters patent, trademark, or copyright contained in the work product or documents provided by Consultant to the City pursuant to this Agreement. 11. RETENTION OF RECORDS/AUDIT For the purpose of determining compliance with Public Contract Code 10115, et seq, and Title 21, California Code of Regulations, Chapter 21, Section 2500 et seq., when applicable, and other matters connected with the performance of this Agreement, pursuant to Government Code 8546.7, Consultant, subconsultants, and City shall maintain and make available for inspection all books, documents, papers, accounting records, and other evidence pertaining to the performance Page 8 of the Agreement, including but not limited to, the costs of administering the Agreement. All parties shall make such materials available at their respective offices at all reasonable times during the Agreement period and for three years from the date of final payment under the Agreement. The state, State Auditor, City, FHWA, or any duly authorized representative of the Federal Government shall have access to any books, records, and documents of Consultant and its certified public accountants work papers that are pertinent to the contract and indirect cost rates (ICR) for audit, examinations, workpaper review, excerpts, and transactions, and copies thereof shall be furnished if requested. 12. AUDIT REVIEW PROCEDURES a. Any dispute concerning a question of fact arising under an interim or post audit of this Agreement that is not disposed of by mutual agreement shall be reviewed by the City. b. Not later than 30 days after issuance of the final audit report, Consultant may request a review by the City of unresolved audit issues. The request for review will be submitted in writing, submitted to the project manager of RFP. C. Neither the pendency of a dispute nor its consideration by City will excuse Consultant from full and timely performance in accordance with the terms of this Agreement. 13. 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. 14. CONFLICT OF INTEREST a. Consultant shall disclose any financial, business, or other relationship with City that may have an impact upon the outcome of this Agreement, or any ensuing City construction project. Consultant shall also list current clients who may have a financial, interest in the outcome of this Agreement, or any ensuing City construction project that will follow. Page 9 b. Consultant hereby certifies that it does not now have, nor shall it acquire any financial or business interest that would conflict with the performance of services under this Agreement. C. Consultant agrees to complete any statements of economic interest if required by either City ordinance or State law. 15. REBATES, KICKBACKS, OR OTHER UNLAWFUL CONSIDERATION Consultant warrants that this Agreement was not obtained or secured through rebates kickbacks or other unlawful consideration, either promised or paid to any City employee. For breach or violation of this warranty, City shall have the right in its discretion; to terminate the contract without liability; to pay only for the value of the work actually performed; or to deduct from the contract price; or otherwise recover the full amount of such rebate, kickback or other unlawful consideration. 16. 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 Executive Director Public Works Agency City of Santa Ana 20 Civic Center Plaza (M- 21) P.O. Box 1988 Santa Ana, CA 92702 Fax 714-647-5635 To Consultant: Amber Costello, President Monument ROW 200 Spectrum Center, Suite 300 Irvine, CA 92618 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 Page 10 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 timeframes, weekends, federal, state, County or City holidays shall be excluded. 17. EXCLUSIVITY AND AMENDMENT This Agreement represents the complete and exclusive statement between the City and Consultant regarding the subject matter herein, 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 are not embodied herein. 18. SUBCONTRACTING a, Nothing contained in this Agreement or otherwise, shall create any contractual relation between City and any subconsultant(s), and no subcontract shall relieve Consultant of its responsibilities and obligations hereunder. Consultant agrees to be as fully responsible to City for the acts and omissions of its subconsultant(s) and of persons either directly or indirectly employed by any of them as it is for the acts and omissions of persons directly employed by Consultant. Consultant's obligation to pay its subconsultant(s) is an independent obligation from City's obligation to make payments to the Consultant. b. Consultant shall perform the work contemplated with resources available within its own organization and no portion of the work pertinent to this Agreement shall be subcontracted without written authorization by City, except that which is expressly identified in the approved Cost Proposal. C. Consultant shall pay its subconsultants within fifteen (15) calendar days from receipt of each payment made to Consultant by City. d. All subcontracts entered into as a result of this Agreement shall contain all the provisions stipulated in this Agreement to be applicable to subconsultants. e. Any substitution of subconsultant(s) must be approved in writing by City prior to the start of work by the subconsultant(s). Page 11 19. EQUIPMENT PURCHASE a. Prior authorization in writing by City shall be required before Consultant enters into any unbudgeted purchase order, or subcontract exceeding $5,000 for supplies, equipment, or consultant services. Consultant shall provide an evaluation of the necessity or desirability of incurring such costs. b. For purchase of any item, service or consulting work not covered in Consultant's Cost Proposal and exceeding $5,000 prior authorization by City, three competitive quotations must be submitted with the request, or the absence of bidding must be adequately justified. C. Any equipment purchased as a result of this Agreement is subject to the following condition: "Consultant shall maintain an inventory of all nonexpendable property. Nonexpendable property is defined as having a useful life of at least two years and an acquisition cost of $5,000 or more. If the purchased equipment needs replacement and is sold or traded in, City shall receive a proper refund or credit at the conclusion of the Agreement, or if the Agreement is terminated, Consultant may either keep the equipment and credit City in an amount equal to its fair market value, or sell such equipment at the best price obtainable at a public or private sale, in accordance with established City procedures and credit City in an amount equal to the sales price. If Consultant elects to keep the equipment, fair market value shall be determined at Consultant's expense, based on a competent independent appraisal of such equipment. Appraisals shall be obtained from an appraiser mutually agreeable to by City and Consultant. If it is determined to sell the equipment, the terms and conditions of such sale must be approved in advance by City." 2 CFR, Part 200 requires a credit to Federal funds when participating equipment with a fair market value greater than $5,000 is credited to the project. 20. 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. 21. TERMINATION a. City reserves the right to terminate this Agreement upon thirty (30) calendar days written notice to Consultant with the reasons for termination stated in the notice. Upon termination, City shall be entitled to all work including but not limited to, reports, investigations, appraisals, inventories, studies, analyses, drawings and data estimates performed to that date, whether completed or not. b. Notwithstanding any provisions of this Agreement, Consultant shall not be relieved Page 12 of liability to City for damages sustained by the City by virtue of any breach of this Agreement by Consultant, and City may withhold any payments due to Consultant until such time as the exact amount of damages, if any, due City from Consultant is determined. 22. 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. 23. 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. 24. STATEMENT OF COMPLIANCE a. Consultant's signature affixed herein, and dated, shall constitute a certification under penalty of perjury under the laws of the State of California that Consultant has, unless exempt, complied with, the nondiscrimination program requirements of Government Code Section 12990 and Title 2, California Administrative Code, Section 11102. b. During the performance of this Agreement, Consultant and its subconsultants shall not unlawfully discriminate, harass, or allow harassment against any employee or applicant for employment because of sex, race, color, ancestry, religious creed, national origin, physical disability (including HIV and AIDS), mental disability, medical condition (e.g., cancer), age (over 40), marital status, gender, gender identity, gender expression, sexual orientation, military or veteran status, and denial of family care leave. Consultant and subconsultants shall insure that the evaluation and treatment of their employees and applicants for employment are free from such discrimination and harassment. c. Consultant and subconsultants shall comply with the provisions of the Fair Employment and Housing Act (Gov. Code § 12990 (a-f) et seq.) and the applicable regulations promulgated thereunder (California Code of Regulations, Title 2, Section 7285 et seq.). The applicable regulations of the Fair Employment and Housing Commission implementing Government Code Section 12990 (a-f), set forth in Chapter 5 of Division 4 of Title 2 of the California Code of Regulations, are incorporated into this Agreement by reference and made a part hereof as if set Page 13 forth in full. Consultant and its subconsultants shall give written notice of their obligations under this clause to labor organizations with which they have a collective bargaining or other Agreement. d. The Consultant shall comply with regulations relative to Title VI (nondiscrimination in federally assisted programs of the Department of Transportation — Title 49 Code of Federal Regulations, Part 21 — Effectuation of Title VI of the 1964 Civil Rights Act). Title VI provides that the recipients of federal assistance will implement and maintain a policy of nondiscrimination in which no person in the state of California shall, on the basis of race, color, national origin, religion, sex, age, disability, be excluded from participation in, denied the benefits of or subject to discrimination under any program or activity by the recipients of federal assistance or their assignees and successors in interest. e. The Consultant, with regard to the work performed by it during the Agreement shall act in accordance with Title VI. Specifically, the Consultant shall not discriminate on the basis of race, color, national origin, religion, sex, age, or disability in the selection and retention of subconsultants, including procurement of materials and leases of equipment. The Consultant shall not participate either directly or indirectly in the discrimination prohibited by Section 21.5 of the U.S. DOT'S Regulations, including employment practices when the Agreement covers a program whose goal is employment. f. Consultant, subrecipient or subconsultant will never exclude any person from participation in, deny any person the benefits of, or otherwise discriminate against anyone in connection with the award and performance of any contract covered by 40 Code of Federal Regulations Part 26 on the basis of race, color, sex or national origin. In administering the City components of the Disadvantaged Business Enterprises (DBE) Program Plan, Consultant, subreceipient or subconsultant will not, directly, or through contractual or other arrangements, use criteria or methods of administration that have the effect of defeating or substantially impairing accomplishment of the objectives of the DBE Program Plan with respect to individuals of a particular race, color, sex, or national origin. g. Under 49 CFR 26.13(b): Consultant shall not discriminate on the basis of race, color, national origin, or sex in the performance of this Agreement, Consultant shall carryout applicable requirements of 49 CFR 26 in the award and administration of federal -aid contracts. Failure by Consultant to carry out these requirements is a material breach of this Agreement, which may result in the termination of this Agreement or such other remedy, which the City deems appropriate, which may include, but is not limited to: 1) Withholding monthly progress payment if applicable; 2) Assessing sanctions; Page 14 3) Liquidating damages; and/or 4) Disqualifying consultant from future proposing as non -responsible. h. Termination and Substitution of DBE Subconsultants. Consultant shall utilize the specific DBEs listed to perform the work and supply the materials for which each is listed unless Consultant or DBE subconsultant obtains the City's written consent. Consultant shall not terminate or substitute a listed DBE for convenience and perform work with their own forces or obtain materials from other sources without authorization from City. Unless the City's consent is provided, the Consultant shall not be entitled to any payment for work or material unless it is performed or supplied by the listed DBE on the Exhibit 10-02 Consultant Contract DBE Commitment form, included in the Bid. Consultant shall notify City's designated representative of any changes to its anticipated DBE participation before starting the affected work. Consultant shall notify City of any notices of decertification or certification regarding a subconsultant's DBE status. j. Consultant shall provide all required DBE forms to the City as required pursuant to applicable law. k. All certifications required for the Bid are attached hereto as part of Exhibit B to the Agreement. 25. DEBARMENT AND SUSPENSION CERTIFICATION a. Consultant's signature affixed herein, shall constitute a certification under penalty of perjury under the laws of the State of California, that Consultant has complied with Title 2 CFR, Part 180, "OMB Guidelines to Agencies on Government wide Debarment and Suspension (nonprocurement)", which certifies that he/she or any person associated therewith in the capacity of owner, partner, director, officer, or manager, is not currently under suspension, debarment, voluntary exclusion, or determination of ineligibility by any federal agency; has not been suspended, debarred, voluntarily excluded, or determined ineligible by any federal agency within the past three (3) years; does not have a proposed debarment pending; and has not been indicted, convicted, or had a civil judgment rendered against it by a court of competent jurisdiction in any matter involving fraud or official misconduct within the past three (3) years. Any exceptions to this certification must be disclosed to City. b. Exceptions to the Federal Government Excluded Parties List System maintained by the General Services Administration are to be determined by the Federal Highway Administration. Page 15 26. 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 Cit% 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. 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 Attomey By�Sl�ut9� A Rt�i,n:c Laura A. Rossini Chief Assistant City Attorney RECOMMENDED FOR APPROVAL /2�Lh NABiL SABA Executive Director Public Works Agenc} Page 16 CITY OF SANTA ANA TINE RIDGE City Manager CONSULTANT EXHIBIT A SCOPE OF SERVICES Page 17 Appendix ATTACHMENT 1 SCOPE OF WORK CTTV OF RANTA ANA REQUEST FOR PROPOSALS FOR ON -CALL RIGHT OF WAY SPECIALTY SERVICES RFP NO.21-075 INTRODUCTION/PROJECT BACKGROUND The City of Santa Ana is issuing this Request for Proposals (RFP) to seek qualified Right of Way Specialty firms to provide On -Call Right of Way Specialty services on an as -needed or "on -call" basis. From the proposals received, it is the City's goal to select one or more firms to enter into an agreement(s) with. The capital improvement projects needing the right-of-way services include, but are not limited, to Warner Avenue, Bristol Street, Fairview Street, and Grand Avenue Street Improvements. The services being considered for contract are the following "Specialty Areas": Specialty Areas Maximum Contract Aggregate Amount A Acquisition/Relocation $300,000 B Property Management Services $148,000 C Property Appraisal Services $148,000 D Business Goodwill Appraisal Services $148,000 E Furniture, Fixtures and Equipment Appraisal Services $148,000 Consultants are encouraged to prepare proposals for the multiple specialty areas listed above. Each Specialty Area shall be submitted individually in response to the RFP. From the proposals received, it is the City's goal to select one to two firms for each of the specialty services (A, B, C, D, and E). The City will enter into separate agreements (the "Agreement") with each of these firms. 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. Right of way firms are welcome to submit proposals for all Specialty Areas. However, the firm providing the Specialty Service for the selected parcels will not be selected for a different Specialty Service for the same parcels. City of Santa Ana RFP 21-075 Page Al-1 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: http://www.dot.ca.goyN/row/rowman/manual/index.htm. Consultants must demonstrate ability to have successfully negotiated and closed escrow on acquisition of parcels and minimised the eminent domain process on similar projects. 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). • The Consultant shall perform work to produce a high quality, professional and complete work product. • Consultant must have experience with State and federally funded projects. All work shall be performed in conformance with all applicable regulations, policies, procedures and standards. • All acquisition/relocation agents, performing work for the City, must hold a valid California Real Estate License. Salespersons must be registered with the California Department of Real Estate (DRE), as working solely under the Consultant's supervising broker of record. • Work may include, but is not be limited to, the following: 0 onsite review of the project area o review of existing records o conducting research and performing analysis o information gathering o negotiations o developing strategies o prepare memos and letters o attend community meetings as needed • The Consultant shall carry out the instructions received from the City and shall cooperate with the City and other agencies. • The Consultant has total responsibility for the accuracy and completeness of the work produced. The work will be reviewed by the City for conformity with the requirements of the Agreement. Reviews by the City may NOT include a detailed review for the accuracy of items submitted. The responsibility for accuracy and completeness of such items remains solely that of the Consultant. The Consultant shall be responsible for coordination and supervision of all work performed by its sub -consultants. The Consultant shall review all work performed by its sub -consultants and the responsibility for accuracy and completeness of work performed remains solely that of Consultant. Sub -consultant markup is not allowed in this contract. City of Santa Ana RFP 21-075 Page Al -2 • The Consultant shall have a Quality Control Plan in effect during the entire time work is being performed under the Agreement. The Quality Control Plan shall establish a process whereby work products are independently checked, corrected and back checked. All project related correspondences and documents shall be maintained and bound in appropriate project files. Additionally, all electronic files shall conform to the City's file naming system. • 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 • Consultant's Project Manager and critical staff must attend the monthly meetings with City Staff and other consultants requested by the City to review project progress, the schedule and any critical issues/items and the follow up action items necessary. All status reports must be submitted ahead of the meetings. • Consultant must prepare a Weekly Status report and submit to the City. Format and specific items of each status report must be reviewed and approved by the City. • Consultant must maintain electronic files of all the project parcels and correspondence including all reports generated by other related consultants required to perform acquisition/relocation and property management services. • 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. City of Santa Ana RFP 21-075 Page Al-3 SPECIALITY AREA A ACQUISITION & RELOCATION SERVICES Acquisition Consultant Responsibilities • "Good faith negotiations" with property owners for the purchase of right-of-way based on values established in the reviewed and approved appraisals. • Adherence to all professional standards including the Caltrans Right -of -Way Manual and all applicable laws and regulations. • Preparation of all written correspondence, applicable forms and City's standard purchase agreement. • Coordination with City staff. • Performance of notary services related to the signing of acquisition documents. • Escrow coordination with Agency's selected title company. • Completion of final close-out work per Caltrans requirements. • Maintenance of all acquisition files including acquisition diaries. Acquisition Consultant Responsibilities under the Uniform Act • Ensure establishment of just compensation by local agency prior to initiation of negotiations. • Expeditious acquisition within 30 days of approved appraisal. • First Written Offer should be presented in person when possible. • Caltrans requires that a copy of the appraisal report shall be provided to the owner with the First Written Offer; a Summary Statement (basis for the appraisal) is adequate in this case. • Owner to be given reasonable time to consider City's offer and present material relevant to value determination (i.e., 30 days and a minimum of 3 contacts) • Payment is required before taking possession unless date of possession clause is used in contract. Agency is responsible for payment of all incidental expenses (title, escrow, surveys, prepayment penalties) • Preparation of Administrative Settlements when it is reasonable and in the public interest. • Diary entries including confirmation of delivering Title VI information. Acquisition Consultant Tasks • Meet with City staff to discuss assignments and procedures. • Perform the services required by the City with qualified personnel, equipment, materials, supplies, and management and administration services. • All personnel and subcontractors, referred to as "Approved Personnel", shall be approved by City, prior to providing services. There shall be no changes in the Approved Personnel without written concurrence of the City. • Prepare and maintain a schedule of major activities and milestones and provide an estimate City of Santa Ana RFP 21-075 Page Al-4 of the cost to conduct proposed assignments including assignments to subcontractors. Upon City's written approval of the estimated cost, initiate the assignment in a timely manner. • Present strategies for negotiating successfully and reach agreements with Property Owners and their representatives and to close the acquisition Process. • Be responsible for the accuracy of work and promptly make all necessary revisions or corrections resulting from errors and omissions by Approved Personnel. • As deemed necessary by the City, meet with the City and other staff as requested. • Prepare, monitor and maintain all files (electronic as well as hard copy) to ensure overall project integrity. • Coordinate with the appraisers for site inspections. • Review appraisal reports to ensure conformity with the environmental document and the Right -of -Way (ROW) Map. • Prepare and assemble the "Offer Package" using the format approved by the City for City signature. • Meet and present written purchase offers to property owners as directed by staff. • Negotiate effectively with property owners, or businesses, tenants (or their appointed representatives) to successfully obtain an agreement for the purchase and sale transaction. • Supplement negotiations by obtaining and reviewing counter offers or demands from property owners, recommendations for settlements, coordinating with the agency to review and discuss all possible solutions and problems, including condemnation. • Prepare all acquisition agreements, deeds and other documents necessary to complete the acquisition. • Obtain property owners' signature on the Purchase & Sale Agreements (PSA) • Obtain re -conveyance and subordination agreements as necessary. Maintain an accurate and current record of all -pertinent information and contacts concerning the property owners and tenants. • Assist City in condemnation support activities. • Open escrow after execution of PSA by the City and coordinate closely with title and escrow companies to ensure escrow is closed on -time and properly. • Coordinate with lenders and escrow companies to obtain partial re -conveyance for part take acquisitions and obtain approval for close of escrow. • Obtain recorded deeds and title insurance policies after close of escrow and maintain appropriate reports for City. • Prepare and maintain a weekly status report of all cases identified by parcel number, property owner, address, Assessor's parcel map (APN) and all other important information required to monitor progress of acquisition cases. Relocation Services Consultant shall provide a complete relocation assistance program to comply with the Uniform Relocation Assistance and Real Property Acquisition Policies Act of 1970 (Uniform Act) or Title 25, California Code of Regulations, its amendments, and other pertinent laws and regulations. City of Santa Ana RFP 21-075 Page Al-5 Prepare relocation plans, relocation guidelines, relocation cost estimates, project area surveys and other specialized reports. Consultant's relocation services include, but are not limited to the following: General Relocation Services • Prepare and maintain a schedule of major activities and milestones for relocation. Upon City's written approval of the estimated cost, initiate the assignment in a timely manner. • Provide relocation advisory services. • Meet personally with each displacee to ascertain the nature and scope of relocation assistance required, to inform the displacees of their rights, and to explain the relocation process. • Prepare a weekly status report of relocation cases to be submitted to the City in a format approved by the City. • Document and log all contacts and activities. • Prepare and distribute informational brochures and other required notices. • Determine each displacee's eligibility for relocation; prepare an estimated timeline and list of benefits. All Notice of Eviction's (NOE) must be reviewed by the City prior to presentation to displacee. • Prepare "Relocation Claim Package" in accordance with City approved format. • Claim package must clearly identify the beneficiary of the claim (tenant or owner), benefit calculations per Caltrans standards, assignment of benefit forms signed by all parties and the consultant, W9 to match the name of the claimant as appears on the claim form. All claims must include the (NOE). • Relocation checks requested for pick up by consultant must be picked up by authorized personnel from City with a signed receipt. • Consultant must practice a system of "checks & balances" for delivery of relocation checks to recipients. It is suggested that checks be delivered by a different agent involved in negotiating with the claimant. • Conduct appropriate searches for relocation replacement sites and provide relocation site referrals to displacees • Obtain moving bids and prepare estimate of benefits. • Coordinate closely with Property Management consultant so that proper fencing, board up, utility shut-off and testing of lead and asbestos can begin immediately upon vacancy of the buildings. Residential Relocation Services • Prepare residential relocation claims and submit to the City for approval and payment • Personally inspect replacement dwellings and/or buildings and sites to determine if they are safe and meet sanitary regulatory requirements • Coordinate the move with displace • Prepare certification of abandonment and submit to the City City of Santa Ana RFP 21-075 Page Al -6 Business Relocation Services • Conduct interviews and establish eligibility for relocation benefits. • Coordinate with Furniture, Fixture, and Equipment (FF&E) appraiser to prepare an inventory of personal property, accompany the appraiser if requested. • Coordinate with real estate appraiser to ensure there's no duplication of benefits, accompany the appraiser if requested. • Coordinate with business goodwill appraiser and provide necessary assistance. • Search and provide potential relocation sites to the businesses/tenants based on the type of business and their needs. • Determine eligibility for in -lieu payment. • Prepare construction cost estimates to determine reasonable relocation benefits of replacement properties. • Determine actual and reasonable search expenses. • Arrange for a final walk-through inspection of the property with displacee. • Coordinate and monitor the move to ensure City purchased items are not part of the move. • When personal FF&E is purchased from tenants, consultant must assist the City for bulk sale of the purchased items. • Prepare final claim, certification of abandonment and submit to the City. Construction and Moving Bid Services Movers • Conduct on site inventory and photos. • Complete certified inventory and mover instruction form. • Schedule and coordinate bids. • Attend site inspection, if necessary. Contractors: • Verify licensing • Prepare mover instruction form • Schedule and coordinate bids • Attend site inspection, if necessary • Review and compare bids • Evaluate for eligibility Relocation Plan Consultant shall prepare a Relocation Plan, in accordance with all requirements of State Law, State Housing and Community Development (HCD) Guidelines, the Relocation Assistance and Real Property Acquisition Rules and Regulations of the Agency. The purpose of this Relocation Plan is to provide the City with summary and statistical information regarding the impact of a City of Santa Ana RFP 21-075 Page Al-7 project to potential displaced people. Specifically, this report shall identify potential impacts that may occur as a result of the demolition of existing structures, proposed displacement of occupants, and a plan to mitigate respective impacts. The Relocation Plan shall include: • Description of the proposed project and project location • Assessment of needs • Replacement housing resources • Residential and commercial displacements • Temporary housing (if applicable) • Program assurances and standards • Relocation assistance program • Citizen participation and plan review period • Description of relocation benefits • Eviction policies and procedures • Appeals and grievance procedures • Displacement schedule • Estimated relocation costs City of Santa Ana RFP 21-075 Page Al-8 EXHIBIT B CONSULTANT'S PROPOSAL Page 18 onument ON CALL RIGHT-OF-WAY SPECIALTY SERVICES: ACQUISITION AND RELOCATION PREPARED BY: PREPARED FOR: MONUMENT CITY OF SANTA ANA 200 Spectrum Center, Suite 300 ATTN: Kenny Nguyen Irvine, CA 92618 Public Works Agency; M-36 Ph: 800.577.0109 20 Civic Center Plaza, Ross Annex www.monumentrow.com Santa Ana, CA 92701 SUBMITTED ON JULY 27, 2021 TABLE OF CONTENTS O SECTION ONE STATEMENT OF QUALIFICATIONS A. COVER LETTER AND AGREEMENT STATEMENT B. FIRM AND TEAM EXPERIENCE C. UNDERSTANDING OF NEED D. RELEVANT PROJECT EXPERIENCE E. REFERENCES SECTION TWO 19O SCOPE OF SERVICES AND SCHEDULE A. SCOPE OF SERVICES B. SCHEDULE SECTION THREE FEE PROPOSAL PLEASE SEE SEPARATELY SEALED ENVELOPE APPENDICES Section One STATEMENT OF QUALIFICATIONS ® REAL ESTATE I RIGHT-OF-WAY I DBE I SBE July 27, 2021 Kenny Nguyen Project Manager City of Santa Ana Public Works Agency 20 Civic Center Plaza, M-36 Santa Ana, CA 92701 Subject: On Call Right -Of -Way Specialty Services RFP NO: 21-075 Dear Mr. Nguyen and RFP Review Panel, Monument is proposing on the City of Santa Ana On Call Right -of -Way Specialty Services RFP for Acquisition and Relocation Services. Monument has researched the City's Capital Improvement Program and understands the potential project needs. We are confident Monument is the right choice for the City as demonstrated below and outlined in our Proposal. Why Monument is the clear choice for the City. The following differentiators demonstrate just a few of the many reasons why Monument is the clear choice for the City's right-of-way needs. These are expanded upon in our Proposal. Our Project Manager. We are presenting one of our best, Daniels Borbe, as the Pr%ct Manager for the City of Santa Ana. Over the past 15years Daniels has managed multiple projects for the Cdy including Warner Avenue Widening, Grand Avenue Wrdening and all three phases of the Bristol Street Widening project. Daniela posses the knowledge, experience and City tribal knowledge necessary to successfully execute the City's projects. • Our Team. The Monument Team is a force to be reckoned with and unmatched in experience. Our Team is a diverse group speaking multiple languages to better serve the Santa Ana community. Many in our proposed Team currently work with or have worked on projects for the City. What this translates to is our Team understands the City's project delivery philosophy and can hit the ground running without a learning curve. This saves time and money. • We are Local. Monument has offices in Irvine with the majority of our staff within 20 minutes from the City of Santa Ana. We are present and available to make in -person visits, meetings, and community meetings. Responsiveness. Our proposal is in strict compliance with the Request for Proposal requirements, and we acknowledge the RFP and Q & A Addendum. We have carefully reviewed the proposal requirements and have responded to all requests for information from Monument and our proposed team. Monument's management team have the requested licenses and many years of experience supervising and managing right-of-way activities for municipalities and public agencies. Our Acquisition Agents are seasoned as well as licensed. ®onument 200 Spectrum Center. Suite 300, Irvine. CA 92618 Info@monumentrowcom 1 800 577 0109 monumentrow.com REAL ESTATE I RIGHT-OF-WAY I DBE I SBE Qualifications and Experience. Monument's management team have been in the business for over 150 years combined! Our agents and support staff are seasoned experts in acquisition and right-of-way support. The Monument Team has successfully managed public works projects throughout California, involving thousands of parcels and property owners and countless miles of right-of-way. Technical Approach and Timeline. The members of the Monument Team are known in the industry for successfully completing projects on an accelerated schedule. We offer value through early project planning, a clear scope of work, defined project tasks and deliverables, quality control, exceptional project performance and knowing the real estate and right-of-way process and timetables. In addition, we know the importance of collaborating with stakeholders to ensure the successful and timely completion of each project. Price. Monument understands and is sensitive to the budget constraints that government entities often face; therefore, we are happy to provide competitive rates that fall within the City's budget. Contract Agreement Statement. Monument approves of the Sample Contractor Agreement and will agree to its terms without modification. Monument was established as a DBE and SBE with the intent to provide true expertise and focused client service. The Monument Team has successfully managed public works projects throughout California, involving thousands of parcels and property owners and countless miles of right-of-way. We are confident that the attached proposal clearly identifies the ways in which Monument can fulfill the needs of the City of Santa Ana in a cost-effective and timely manner. Please do not hesitate to reach out with additional questions. Amber Costello may be reached by phone at 562.260.0507 or electronically at acostello@monumentrow.com. We look forward to serving the City of Santa Ana. Sincerely, 16 Amber Costello President ®onument 200 Spectrum Center, Suite 300, Irvine, CA 92618 Info@monumentrow.com 1 8005770109 monumenrrow.com 1J B. FIRM AND TEAM EXPERIENCE Monument, a DBE and SBE certified firm, is a full - service real estate and right-of-way company providing exceptional service, strategic planning, innovation and timely delivery. We serve local, state and federal agencies, transportation authorities and engineering partners with public infrastructure projects throughout California. At Monument, we understand the difference an experienced, solutions -minded right-of-way partner can bring in achieving the goals and objectives of a project and that's exactly what we are. We have successfully delivered hundreds of projects as a Team, with our success attributed to our Company motto... we listen, we innovate, we deliver. Monument is more than your typical right-of-way company. Our team is comprised of the best in the industry, most with over 25 years in the business and leaders of some of the largest and most complex projects delivered in the State of California. Monument's interdisciplinary team is composed of highly experienced project managers, seasoned acquisition agents, relocation experts and project support specialists, working together with the client to provide solutions at every phase of the project. The Monument team is known in the industry for successfully completing projects on an accelerated schedule. We accomplish this with early project planning, a clear scope of work, defined project tasks and deliverables, quality control, exceptional performance, and communication with the client and project partners. We know the importance of collaborating with stakeholders to ensure the successful and timely completion of each project. Monument is much more than a provider of real estate services, we act as a project partner, equally invested in the goals and objectives of the project and fully integrated with the project team. Office Location & Point of Contet The proposed services will be performed by staff in Monument's Irvine office which is located at 200 Spectrum Center, Suite 300, Irvine, CA 92618. Our team will PROPOSED TEAM with over 100 years of experience ORGANIZATION TYPE: DBE and SBE ..................................................... Offices in IRVINE and Sacramento ...................................................... FIRM SIZE: 25+ employees be led by Daniela Borbe, Project Manager, who has invaluable experience with the City. Daniela will be supported by Joey Mendoza, Principal -In -Charge. Joey is authorized to bind the company and can be reached directly at 949.378.0687 or electronically at jmendoza@monumentrow.com. DBE & SBE Participation Monument is certified as a Disadvantaged Business Enterprise (DBE) registered as CUCP #46456 and Small Business Enterprise (SBE) firm in the State of California. For projects receiving direct federal transportation funding, Monument can assist the City of Santa Ana in satisfying any DBE and SBE participation goals that may be required. Our Services Monument is a robust team of experts in many right-of-way disciplines. We are more than just acquisition and relocation. Monument offers the following full range of services, should the City have any additional right-of-way needs: • Project & Program • Condemnation Support Management • Economic Feasibility • Planning & Studies Programming • Site Location & Corridor • Property Acquisition Analysis • Residential & Business • Utility Coordination Relocation • Prior Rights Research & • Property & Asset Investigation Management • Right -of -Way • Appraisal &Appraisal Engineering Review • In Lieu Staffing Support • Title & Escrow Monument WHY THE CITY SHOULD CHOOSE MONUMENT We present three key differentiators which set Monument apart from our competition and demonstrate that Monument is the right choice for the City of Santa Ana. OUR PROJECT MANAGER Our designated Project Manager, Daniela Borbe, has worked in partnership with the City of Santa Ana for over 15 years and has successfully delivered multiple projects including Bristol Street Widening Project, Phases 3A, 3B and 4, Warner Avenue Widening Project and Grand Avenue Widening Project. Daniela is a highly dedicated and experienced Project Manager with over 20 years of experience managing projects in Orange County and the greater Los Angeles area. Daniela has the demonstrated ability to meet and exceed the needs of the City while building trust with the community and stakeholders. Daniela brings significant tribal knowledge of the City's preferences, policies and procedures, fiscal sensitivity, and understands haw the City manages projects. There is no learning curve here ... Daniela is the Project Manager for the job! 65�- > OUR TEAM Monument staff have been delivering projects for the City of Santa Ana for many years. The Monument Team is over 25 members strong, many having direct experience working with the City of Santa Ana on both past and current projects. Our Acquisition Lead, July Yokogawa, and seasoned Agents Mario Cerna, Tim McCloud, and Cami Stigall, are actively working cases and have completed City projects over the last decade. Our knowledge of City policy and practice allows our Team to provide the most cost and time -efficient service to the City of Santa Ana. Further, our Team includes the best right-of-way practitioners in the industry who have joined forces at Monument which provides the City of Santa Ana with a depth of knowledge and resources to tap into as needed. Cr WE ARE LOCAL Monument has the local resources necessary to meet the City's needs. Our office, as well as the residences of our proposed staff, are all within 20 minutes of the City of Santa Ana. Our proposed Team and additional resources are truly local and available to attend in -person client meetings, board meetings, tenant and owner meetings, site walks and any other coordinated planning sessions. We are available and present to the City of Santa Ana. Now let's dive into the Monument Team and our experience... monument HIGHLY EXPERIENCED TaPROJECT MANAGERS AND AGENTS ON STAFF MULTI-LIGUAL, INCLUDING SPANISH. CHINESE. VIETNAMESE, GERMAN. AND ROMANIAN KNOWLEDGEAND EXPERIENCE IN THE LOCAL REAL ESTATE MARKET RECENT EXPERIENCE WITH FHWA, CALTRANS, �IIl�ph�l�) FTA, FRA, USACE, UPRR, CA DWR. AND CA DGS STATEWIDE EXPERTS ImIN UTILITY RELOCATION COORDINATION City of Santa Ana On Call Right -of -Way Speciality Services. Acquisition and Relocation THE MONUMENT TEAM: A DEPTH OF EXPERIENCE We have reviewed the City's Capital Improvement Program and specifically tailored our Team to meet the City's upcoming project goals. Accordingly, we are proud to designate and commit our most experienced Project Manager, Daniela Borbe, to lead the Monument Team. Daniela was selected based on her extensive experience, not only with the City of Santa Ana, but her experience establishing and managing right-of-way programs and her proven ability to manage the magnitude and potential complexity of upcoming City projects. Monument's interdisciplinary team has decades of experience, extensive local knowledge, and working relationships with other local agencies throughout Southern California. Our Team is trained and well versed in federal and state law and regulations and adept in property negotiation, relocation assistance, valuation, project management, property management, and related right-of-way disciplines. We implement real estate programs for infrastructure projects large and small, under the Uniform Act involving roadway improvement, highway widening, transit, utilities, and water resource projects. The Monument Team is unparalleled in experience and success. In addition to our proposed Team, Monument has additional LOCAL EXPERTS IN staffing resources to call upon to support the City as needed- An BUSINESS RELOCATION organizational chart delineating team roles and responsibilities is included on the next page DELIVERED 5 RECENT ° PROJECTS FOR THE CITY OF SANTA ANA m onument [-A ACQUISITION July YOkogawa, RWA-TN t' ACQUISITION LEAD a CUMS Blbolet, SR/WA SENIOR AGENT Mario Cema t SENIOR AGENT Ramie Dawit SENIOR AGENT Kim Bibelot, SRIWA SENIOR AGENT Jeremy Nled, SRMA SENIOR AGENT City of Santa Ana On Call Right -of -Way Speciality Services: Acquisition and Relocation DanielaBorbet PROJECT MANAGER RELOCATION Patg Felst, SR/WA t RELOCATION LEAD CUrtIS BlbOlet, SR/WA SENIOR AGENT Mario Cerna t SENIOR AGENT Te Tim McCloud Ramie Dawlt AGENT SENIOR AGENT KIM Blbolet, SRMA SENIOR AGENT Jeremy NIGd, SRIWA SENIOR AGENT TIM McCloud AGENT ® 41 Haben Woldemarlam t Haben Woldemarlam t Caml Stigall AGENT AGENT AGENT Ryan Mendoza AGENT Joey Mendoza PRINCIPAL -IN -CHARGE TECHNICAL ADVISOR Ricky Rodriguez CALTRANS ADVISOR PROJECT SUPPORT Kristine Sander PR JE- 1+. Jessie Nowell PRCJEC- P�T (ti Ir Tiffany McCloud PROJECT SUPPORT Legend: * KEY PERSONNEL I BILINGUAL • REAL ESTATE LICENSE Monument 7 DANIELA BORBE PROJECT MANAGER City of Santa Ana On Call Right -of -Way Speciality Services: Acquisition and Relocation ARMonument is proud to designate Daniela Borbe a high level, dedicated, and experienced Program Manager, to lead our team. In recent years, Daniela has assisted the City in the delivery of significant capital projects. including the Bristol Street Widening Project, Phases 3A, 3B and 4. Warner Avenue Widening Project, Phases 1 and 2 and Grand Avenue Widening Project. Daniela has 20 years of experience in the real estate and right-of-way industry with an extensive history in Southern California. She's managed a wide range of capital projects from local water improvement projects to road widening projects to major regional transportation projects, varying in size from just a few parcels to hundreds of acquisition and relocation cases As a recognized leader in the Southern California right-of-way profession, she is knowledgeable of the local market and has a long-term relationship with the City of Santa Ana, as well as other key stakeholders in the region. Daniela's strength lies in developing creative cost savings solutions, attention to detail and her ability to deliver services within strict deadlines and critical schedule requirements. During her 20 years of experience, Daniela has managed major public improvement projects, acquisition and relocation teams and the budget and critical paths for each of her team's projects. Daniela was most recently the Senior Project Manager on the Design -Build, 1-405 Improvement Project. In that capacity, she provided program management for the implementation of acquisition and relocation services, as well as oversight and management of cost controls, schedules, and risk mitigation. Under her direct leadership, the team successfully acquired, certified and delivered all 288 properties to the design -build contractor ahead of schedule. This is one of many examples where Daniela has surpassed the client's expectations. Daniela has also managed and delivered marquee projects including the La Cadena Bridge Replacement Project for the City of Colton, the SR-55 Improvement Project for OCTA. Daniela has an extensive background in quality control and assurance and maintaining federal, state, local, agency and Caltrans compliance. She is fully versed in all aspects of the Uniform Act, FHWA regulations, Caltrans Right -of -Way Manual and has a perfect track record passing federal and Caltrans audits. Daniela takes pride in meeting project goals and objectives, and her clients find her proactive, creative, responsive, and a pleasure to work with. JOE MCD1111TT, SOUTH COAST WATER DISTRICT 8 City of Santa Ana On Call Right -of -Way Speciality Services: Acquisition and Relocation JOEY MENDOZA PKINGIPAL-IN-CHARGE Joey is a Senior Program Manager and has served on numerous major transportation projects including highway, transit, and design -build projects throughout California, Nevada, Texas, and Arizona. He has expertise in corridor -oriented projects from the early inception of the initial planning phase, through environmental approval, engineering design, construction coordination, and project closeout. Joey's experience includes overall project management, budgeting, and project cost estimating; schedule preparation; document management, risk management; partial and full -take acquisitions; commercial, residential, and industrial relocation assistance projects; eminent domain support; and appraisal and appraisal review. JULY YOKOGAWA ACQUISITION LEAD July is a high-performance and results -driven right-of-way professional with over 7 years of experience. From the beginning of her career, July had the opportunity to work a wide range of projects from major transportation projects, such as freeway expansions involving hundreds of acquisition and relocation cases, to smaller local road improvement projects with fewer parcels. July is experienced in all aspects of acquisition and relocation and is knowledgeable of the local market conditions. In her relatively short career, July has excelled and earned the trust of her clients and developed many relationships with key stakeholders throughout the Southern California region. July is known for her ability to successfully work with property owners, business owners, residential and commercial tenants, public Having been in the right-of-way and real estate acquisition services industry for over 30 years, Joey is dedicated to saving clients money and delivering solid projects on time. He has the technical expertise and administrative guidance to develop and manage right-of-way programs for large scale, multi -faceted infrastructure projects_ Joey is experienced in the implementation of federal, state, and local laws, as well as the design -build and alternative delivery process, risk management, and Federal Transit Administration (FTA), Federal Highway Administration (FHWA), and State Department of Transportation (DOT) procedures. entities, utility companies and stakeholders. She is well versed in state and federal laws and regulations and is proficient at property negotiations, relocation assistance, title complication and clearance, permitting, feasibility studies, utility coordination and document processing. July has successfully completed over 2,000 acquisition and relocation transactions for public improvement projects. July was most recently the lead on property acquisition, right-of-way certification and facility utility requirements on the design -build 1-405 Improvement Project for the Orange County Transportation Authority and was instrumental in the delivery of Phase 1 of the Warner Avenue Improvement Project and Phase 3A and 3B of the Bristol Street Improvement Project for the City of Santa Ana. 9 City of Santa Ana On Call Right -of -Way Speciality Services. Acquisition and Relocation PATTI FEIST RELOCATION LEAD Patti has been in the right-of- way and real estate services industry for over 25 years. She is responsible for the successful project planning, management, and the achievementof projectobjectives within scope and budget. Patti provides coordination and oversight for complex and noncomplex projects involving project cost estimates, waiver valuations, Caltrans certification, acquisition and both residential and business relocation. Patti is well respected and known in the industry as a business relocation expert and has successfully relocated thousands of businesses throughout her career. She has relocated even twice as many residents and tenants with grace and compassion. She has extensive experience with mobile home relocation and the relocation of personal property. Patti excels at solving complex problems and working in collaboration with her clients and team members to seek out innovative solutions. She is passionate about quality control and assurance in maintaining federal, state, local, agency, and Caltrans compliance, including the Caltrans Right of Way Manual and FTA guidelines. Patti has the drive, experience, commitment, and the professional credentials to assist the City of Santa. Patti is a public speaker and lead trainer on residential and business relocation matters and is responsible for the training and mentorship of Monument's team of Agents. Patti is knowledgeable in 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 involved with the formal process of acquiring right -of -way - The Monument Team is stacked with local talent ready to assist the City with all of its project needs. On the following page is a brief introduction to the rest of our proposed Team. Curtis possesses an abundance of real estate transaction, utility relocation, and Senior Agent property management expertise- He has over 13 years of experience managing best practices, regulatory procedures, and logistics for utility relocation and 13 Years Experience property management projects on behalf of public agencies. Curtis provides oversight and quality review for Monument agents and is focused on clearing encroachments, and mitigating utility conflicts for his clients. KIM BIBOLET, SR/WA Senior Agent 15 Years Experience Kim has expertise in real estate transaction and property management. In her 15 years in the right-of-way industry, Kim has worked closely with numerous local governments and public agencies on transportation, housing, and utility projects. She has been involved in all aspects of right-of-way work, including appraisals, title review, environmental assessments, acquisition, escrow coordination, eminent domain support, relocation assistance, encroachment mitigation, and lease and license agreements. Monument 11 MARIO CERNA Mario is an experienced right-of-way professional with over 18 years of Senior Agent experience working in acquisition and relocation supporting development and infrastructure projects. Mario has successfully relocated thousands of both 18 Years Experience residential owners and tenants and relocated hundreds of businesses. Mario is also an experienced acquisition agent and is fluent in Spanish. JEREMY NIED, SR/WA Jeremy has more than 20 years experience in the right-of-way and real estate Senior Agent services industry. He has worked with awide range of public agencies and private sector clients with an emphasis on transportation, housing and flood control 20 Years Experience projects. He is experienced in negotiating with private parties, corporations, and lenders to obtain lender consents and subordination agreements. Jeremy is also experienced in property analysis and valuation. RAMIE DAWIT Ramie has been in the right-of-way profession for over 15 years. Ramie has Senior Agent delivered over 5,000 cases in her careerto date including businesses, residential, railroad, manufacturing, public agency and much more. She excels at managing 15 Years Experience multi -disciplinary road improvement projects with Caltrans oversight. TIM MCCLOUD Tim has 5 years of experience as a Right -of -Way Agent handling all aspects Agent of acquisition, relocation, escrow coordination, document preparation, data management, and title review and analysis. Tim has been involved in real estate 5 Years Experience transactions ranging from property acquisition to development and disposition. Tim has worked on significant projects throughout California and is an excellent at analysis and synthesis of large amounts of data. HABEN WOLDEMARIAN Haben has been in the right-of-way business for over 5 years and has developed Agent into a multi -tasking, utility player. He is experienced in property management, relocation, acquisition, and project controls. He is also experienced in property 5 Years Experience management and manages subconsultants and vendors in addition to drafting relocation plans, cost estimates and review of appraisal reports. CAMI STIGALL Cam! has experience in all aspects of acquisition and relocation. Cami works Agent with municipal agencies and cities, and is experienced in disseminating project information, managing large quantities of data and developing and maintaining 3 Years Experience project deliverables under the direction of the project manager and client. RYAN MENDOZA Ryan has been in the right-of-way industry for over 3 years and is experienced Agent in all aspects of acquisition and relocation. He works with local cities and municipalities on projects of all sizes. His responsibilities include coordinating 3 Years Experience project materials, research and fact-finding, generating schedules, preparing reports, managing meeting minutes, updating project information, scheduling meetings, conferences, and other project -related events. RICKY RODRIGUEZ Ricky has over 30 years in the industry and is one -of -a -kind given his expertise Caltrans Technical Advisor in the disciplines of utility relocation coordination and right-of-way acquisition services. He is retired from Caltrans where he managed all agents and surveyors 30 Years Experience in all aspects of acquisition, appraisal, excess lands, airspace, relocation, utility relocation, planning and management, property management, demolition, clearance, right of way engineering and certification. monument if KRISTINE SANDER Kristine has years of experience in many aspects of the professional real Project Support estate industry. Her role as project coordinator includes disseminating project information and developing and maintaining project deliverables under the 6 Years Experience direction of the Project Manager. Her responsibilities include coordinating project materials and research, generating schedules reports, updating project information, scheduling meetings, conferences, and other project -related events. JESSICA NORVELL Jessica has experience in many aspects of the professional real estate industry. Project Support As a critical team member of the Monument Project Support Team, Jessica is experienced in disseminating project information, managing large quantities of 5 Years Experience data and developing and maintaining project deliverables under the direction of the project manager and client. TIFFANY MCCLOLID Tiffany provides acquisition and relocation assistance. Her duties include offer Project Support packages, contracts, site searches, and client interviews, and other support services for Monument projects. Tiffany updates and maintains the project 8 Years Experience database and case files. C. UNDERSTANDING OF NEED The City of Santa Ana is seeking a professional consultant to provide a full array of real estate and right-of-way services to assist in delivering the City's capital improvement program. Monument has researched the City's Capital Improvement Program and Adopted Budget for Fiscal Year 2021/2022, and we understand that right- of-way services may be required for the following future projects: Bristol Street and Memory Lane Intersection Widening, Bristol Street Improvements and Widening: Phase 4, Fairview Street Improvement and Bridge Replacement Program. The City's Capital Improvement Program also identifies numerous street improvement, sewer, utility, active transportation, park and facility projects. Not only does Monument have a clear understanding of the City needs, we have over a decade of experience working directly with the City of Santa Ana delivering many projects. As mentioned in this proposal, many of our team have delivered projects and worked with the City including Project Manager, Daniela Borbe, Acquisition Lead, July Yokogawa (formerly July Ly), Senior Agent, Mario Cerna, Agents, Tim McCloud an Cami Stigall, and Joey Mendoza, Principal of Monument and Principal -in -Charge. This direct experience working with the City of Santa Ana provides Monument valuable insight into the City's real estate and right-of-way needs. In particular, we understand the City is looking for a trusted Consultant that provides quality service, but also goes above and beyond in achieving the City's objectives as follows: Local. Monument's office and its Team are within short driving distance to the City and we know the City and surrounding areas well. We believe this is vital to serve the City and community by providing quick response times for in -person meetings and to ease property owners and impacted occupants in -person, when needed. Our close proximity to the City makes it easy for us to hand deliver important documents between the parties, such as agreements, deeds, and checks, and ensures these documents reach their destination safely. monument 12 City of Santa Ana On Call Right -of -Way Speciality Services Acquisition and Relocation Budget Sensitive. Monument understands the budget constraints the City faces, particularly in these difficult times of COVID-19, and will find cost -saving solutions to minimize overall project O costs. As Daniela has demonstrated on past City projects, she is an out -of -the -box thinker and guides the City on matters that could have significant cost implications. One such example of this is the Warner Avenue Widening, Phase II Project where the booming real estate market was driving up the acquisition and relocation costs. By expanding the geographic criteria for suitable replacement housing and issuing revised Notices of Eligibility to displaces, many of the residents were able to successfully secure replacement housing and the City limited its exposure to rising costs in this turbulent market. �Hesponsiveness. Our clients feel valued and taken care of_ We accomplish this through n our responsiveness_ Our Team is always on -call and we respond to our emails, calls and text �S messages in a timely manner. In fact, we have an internal company policy that requires our team to respond within 2-4 business hours. Daniela is the epitome of this policy and is always quick to respond and take immediate action. She, along with the rest of the Monument team, are hands-on and take great pride in providing the City with the highest level of service and attention. Knowing Process. Our first-hand knowledge and working relationship with City staff will make it easy to integrate quickly onto the City's projects and avoid any natural learning curve faced by our competitors. Monument can step in and make an immediate impact... and we will. We are keenly aware of the City's internal policies and procedures and know precisely what the City requires to process and approve just compensation, agreements, administrative settlements, escrow agreements and relocation claims. We also understand the City's position on sensitive matters, such as public opposition or condemnation_ In alignment with the City's philosophy, our Agents are considerate to property owners and affected occupants and they are trained to listen to all questions and concerns and respond accordingly with compassion. The Monument Team provides win -win solutions that accomplish the goals of the City while ensuring fairness to those impacted by the City's projects. City of Santa Ana 13 On Call Right -of -Way Speciality Services: Acquisition and Relocation MANAGEMENT APPROACH At Monument, we believe the success of any project includes exceeding the expectations of the client and project stakeholders while providing a pleasant and pain -free experience for the impacted public- We will accept nothing less. Led by Daniela, the Monument Team will function as an integrated player working with City staff and other stakeholders, collaboratively, as one team. Daniela will oversee the entire project from appraisal thru project close out, and is supported by an experienced team which will provide the City with attentive service. Daniela will attend project coordination meetings, City Council meetings and represent the City in all public meetings. The City will benefit from her technical and pragmatic experience in all aspects of right-of-way, as well as her exceptional communication and results driven project implementation. Monument's philosophy on project management sets us apart from our competitors and has proven over the years to provide successful results to our clients. We approach project management by dividing the process into four structured phases: Project Planning, Project Execution, Project Monitoring and Control, and Project Closure. Monument accomplishes each of these phases through task -based structure and process. The four phases are - ON PROJECT PLANNING Monument will initiate the acquisition and relocation activities according to the approved work plan. Daniela will work closely with the Team to ensure there is a clear understanding of goals and expectation. PROJECT MONITORING AND CONTROL Daniela is obsessed with monitoring and control. Monitoring and control are often combined with execution because they can occur contemporaneously. As Daniela executes the work plan, she will constantly monitor the Team's progress to ensure the schedule is being met and the project is staying within budget. PROJECT EXECUTION At this stage, Monument will initiate the acquisition and relocation activities as prescribed in the plan. Daniela will work closely with the right-of-way team to ensure there is a clear understanding of goals and expectation. MEN PROJECT CLOSURE Congratulations' We have completed a successful project. Monument closes a project when we deliver the finished project to the City. This is an exciting and vital step in the project life cycle. Closure of the project allows our collective team to evaluate results of the project with the City, and review successes and lessons learned which can be applied to the next project. monument 0 SCHEDULE, COST CONTROLS, REPORTING & QUALITY Project controls are a key component to Monument's project management approach. Controls provide the process and method needed to run a project and assists the Team in driving the project in an organized and systematic manner. Monument's will strive to complete the City's projects ahead of schedule and under budget. We will accomplish that using the following tools to manage, monitor and adapt to the ever -changing environment of a project. RIGHT-OF-WAY SCHEDULE Daniela will prepare a right-of-way delivery schedule at the onset of the project, which will be updated and tracked frequently relative to the overall project baseline schedule. The right-of-way schedule will correspond to the project schedule, linking project milestones, master schedule information and project constraints to the acquisition and relocation tasks and other project control tools. Other project control tools include project tracking at both the relocation and acquisition level, as well as project status reports and project construction need date tracking. Schedule updates will be provided to the City at least monthly, and more frequently if significant milestones are achieved. A sample schedule is provided on the next page. ItCOST CONTROLS Monument will prepare a detailed budget for right-of-way capital and services costs with line items for each anticipated acquisition, relocation and related costs. This will serve as the baseline budget for the right-of-way program and will be used for comparison of budgeted and actual expenditures. Daniela will work closely with the City to assure that projected needs are programmed and appropriate reports are issued to track contract commitments, actual expenses and forecast. This will include regular updates on schedule, budget, acquisition and contract status to appropriate City staff. PROPERTY ACQUISITION AND RELOCATION REPORTING Daniela will prepare monthly progress reports that will present the status of the acquisition and relocation cases and provide measures of progress per parcel. These monthly progress reports will be provided to the City and distributed to other project team members. They will serve to track deliverables and key milestone dates for each case, such as appraisal completion, offer presentations, agreement dates, escrow openings and closings as well as time sensitive condemnation activities to ensure the process can successfully advance to the advertisement and construction phase. monument W City of Santa Ana On Call Right -of -Way Speciality Services. Acquisition and Relocation QUALITY ASSURANCE/QUALITY CONTROL The Monument Team follows a quality control procedure for all activities. This procedure is documented, and all staff are trained to run their tasks and delivery items though this QA/QC process. In its most basic form, this process consists of the following: 1. Work Product -Appraisal, appraisal review, acquisition negotiations, title and escrow services, and relocation assistance- 2- Review - Project Manager reviews project work daily and ongoing to ensure best practices and internal standards compliance including diaries, logs, milestones, budget, client communication, communication with owners and tenants, and general file maintenance and management - 3. Compliance - Management reviews and assesses compliance with applicable standards, regulations and client policies and procedures Asan example, our documented communications section of our QA/QC plan addresses preparation of acquisition and relocation documents and documentation of communications with property owners and displacees in individual parcel diaries_ Monument staff are trained to manage and implement projects in accordance with our QA/QC plan and Managers are responsible for ensuring compliance. 16 D. RELEVANT PROJECT EXPERIENCE Monument's team has been part of the Southern California business landscape for more than 25 years delivering right-of-way services on hundreds of projects. Our portfolio of projects include a variety of capital improvement projects for cities, counties, transportation agencies and municipalities, with an emphasis on projects involving state and federal funding that require compliance with the Caltrans Right -of -Way Manual and FHWA procedures. Monument's staff have successfully completed countless projects that involved implementation of the Uniform Relocation Assistance and Real Property Acquisition Act of 1970 (the Uniform Relocation Act) and under local, state and federal guidelines. The following table identifies a few of the more recent projects in Southern California that involved the delivery of right-of-way services by our team. Further, we have provided three full project references for your review. AGENCY I PROJECT Z. Warner Avenue Widening Project, Phase land 2 Joey Mendoza, City of Santa Ana I Santa Ana, CA Daniels Barbs July Yokogawa Kenny Nguyen 1714.647.5632 1 knguyen®santa-ana.org Bristol Street Widening Project, Phases 3A, 3B, and 4 Joey Mendoza, City of Santa Ana I Sonia Ana, CA Daniels Barbs July Yokogawa .k Kenny Nguyen 1714.647.56321 knguyen®santa-ana.org Grand Avenue Widening Project City of Santa Ana I Santa Ana, CA Daniels Barbs Joey Mendoza Kenny Nguyen 1 714.647.56321 knguyen@santa-ana.org State Route 55 Project Orange County Transportation Authority I Orange, CA Daniela Barbs Joey Mendoza, Rose Casey 1714.560.5729 1 rcasey®octa.net July Yokogawa Interstate 4051mprovement Project Orange County Transportation Authority I Orange, CA Daniela Barbs Joey Mendoza, July Yokogawa Rose Casey 1714.560.57291 rcasey®octa.net South Laguna Tunnel Stabilization and Sewer Pipeline Replacement South Coast Water District I Laguna Beach, CA Daniels Barbs Joey Mendoza, July Yokogawa Joseph McDivitt 1949.499.4555 ext 31221 jmcdivitt®scwd.org La Cadena Over Santa Ana River Bridge Improvement Project City of Colton I Colton, CA Daniela Barbs Joey Mendoza, July Yokogawa Victor Orez I vortlzfcoltonca gov La Paz Bridge/ Roadway Widening City of Mission Viejo I Mission Viejo. CA Daniela Barbs Joey Mendoza Mark Chagnon 1949.470.30911 mchagnon®cityotmissionvieio.org Crown Valley Parkway Widening Project City of Laguna Niguel I Laguna Niguel, CA Daniela Barbs Joey Mendoza Anaheim Canyon Metro Link Pedestrian Improvement Project City of Anaheim I Anaheim, CA Daniela Barba Joey Mendoza Cesar Morales 1714.765.5176 ext 44331 cmorales®anaheim.net Jamboree Road Bridge Widening at State Route 73 City of Newport Beach I Newport Beach, CA Daniela Borbe Joey Mendoza Andy Tran 1949.644.33151 athanr@newportbeachca.gov West Valley Connector Project San Bernardino County Transportation Author ty I San Bernardino, CA Joey Mendoza July Yokogawa Victor Lopez 1 909.884.82761 vlopez®gosbcta.com Ontario Tunnel Project San Bernardino County Transportation Author ty I San Bernardino, CA Joey Mendoza July Yokogawa Victor Lopez 1909.884.8276 1 vlopez®gosbcta.com Mount Vernon Bridge Replacement San Bernardino County Transportation Author ty I San Bernardino, CA Joey Mendoza July Yokogawa Dennis Saylor 1909.889.86111 dsaylor®gosbcta cam California High Speed Rail Project Cal fornia High Speed Rail Authority I Fresno, CA Ramie Daw t July Yokogawa, Dennis Kim 1916.384.0863 1 dennis.kim®hsr.ca gov palti Fiest ;monument CHALLENGES FACED: The acquisition of single-family residential properties along Warner Avenue in a fast paced, high dollar market is a major challenge for this project. Appraisals of the impacted single family residences were conducted in early 2019 with Notice of Eligibility for relocation being issued to the property owners the same year. Prolonged negotiations in the face of the COVID-19 pandemic and corresponding State and local guidelines caused significant delays to negotiations and contact. These delays resulted in a significant change to the value of the properties and a renegotiation of value after only one year. IMPLEMENTED SOLUTION: Revising the comparable housing analysis and consequently the Notices of Eligibility for the property owners to allow them to "catch-up" with the current market conditions and be able to purchase a replacement property enabled the owners to continue the negotiations. The Monument Team provided referrals in more affordable areas which created additional opportunities for the owners to locate a replacement property within their budget. Our hands-on approach, including in - person communications with the property owners, their family members and their agents, contributed to a rebuilding of trust in the process. CLIENT CONTACT Warner Avenue is a regionally significant arterial roadway, providing east -west KENNY NGUYEN travel through the City. This project expands Warner Avenue from Oak Street SENIOR CIVIL ENGINEER to Grand Avenue by adding an additional lane of traffic and medians. These T. 714.647.5632 e: knguyen®santa-ana.org improvements were designed utilizing Complete Streets principals to provide safe, comfortable, and convenient travel for all users — pedestrians, bicyclists, DATE OF SERVICES transit riders, and motorists. This project will improve the flow of traffic and 2020 - Ongoing greatly improve commuter safety. SERVICES PROVIDED Project Management Daniela and the Monument Team are responsible for the acquisition of 20 full Project Planning Acquisition and partial take residential and commercial properties and over 17 residential Relocation relocations. TOTAL PROJECT COST $30 Million $230,000 Right -of -Way Costs m onument CHALLENGES FACED: The main challenge is the partial acquisition of several large commercial properties that potentially could result in cut and reface and/or relocation of commercial tenants including a large bakery and a marijuana dispensary. This includes challenges with coordination with the landowners for reconciliations of FF&E. IMPLEMENTED SOLUTION: Monument's Project Manager conducted bi-weekly taskforce meetings to ensure there was proper communication and timely progress on key milestones/deliverables with all parties. All public agency acquisitions are being delivered to the contractor on schedule. CLIENT CONTACT This public improvement project will widen 3.5 miles of the State Route 55 ROSE CASEY between 1-405 and 1-5 to increase freeway capacity, improve traffic and DIRECTOR, HIGHWAYS interchange operations and enhance road safety. The project proposes to add PROGRAMS one general purpose lane in each direction. T 714.560.5729 e: rcasey®octa.net This Project impacts 34 properties, including 3 complex residential properties, DATE OF SERVICES 21 commercial properties, one hotel, 3 vacant properties, 5 public properties, 2019 - Ongoing and one railroad property. There are 32 partial acquisitions and 2 full acquisitions. The real property requirements include acquisitions of partial fee interests SERVICES PROVIDED , Project Management (FEEs)Permanent highway easements (PHEs), permanent footing easements Project Planning (PFEs), permanent utility easements (PUEs), temporary construction easements ROW Estimating (TCEs), and access control rights needed to construct the proposed highway ROW Budgeting and express lane improvements for the Project. Acquisition Monument provides oversight, overall project coordination and manages all OVERSIGHT elements of the right-of-way program. The Monument team developed and Caltrans District 12 prepared acquisition formats, provides oversight of the consultants in all TOTAL PROJECT COST negotiations with property owners and assists in right-of-way transactions. $500 Million Monument also works closely with OCTA to develop a schedule to allow the $840,000 Right -of -Way Costs businesses to continue to operate on site even after the acquisitions have been completed. This extra time is essential for the tenants to plan their move or restructure. im onument CHALLENGES FACED: Monument experienced challenges in the coordination with another public agency (SBCFCD) for the acquisition of required interests. Another challenge was the discovery that the acquisition of certain property rights affected a private property that was entitled and in the process of being developed. IMPLEMENTED SOLUTION: The Monument Team avoided problems through early involvement of SBCFCD in the process to address potential concerns which avoided long internal review periods. Additionally, coordinating with the public agency throughout the process on an ongoing basis avoided any surprises. In addressing the second challenge related to the private parcel entitlement and development, the Monument team shifted gears quickly. Our team communicated with the property owner and the City to develop an alternative to the proposed acquisition to avoid impacts to the future structure built on the premises. Updated L&P, appraisal and review were deployed to address this matter. Owner's involvement in finding the alternative was helpful and ultimately avoided delays in the project and the need for condemnation. CLIENT CONTACT This public improvement Project replaces the existing La Cadena bridge over VICTOR ORTIZ, PE Santa Ana River to accommodate four travel lanes, a raised median, bike lane, CITY ENGINEER and a sidewalk in each direction. The project will also replace the existing access e: vortiz@coftonca.gov to the Santa Ana River Trail (SARI) parking lot and a portion of the existing bike DATE OF SERVICES trail connection between the SART and southbound side of La Cadena Drive. 2020 -Ongoing The project entails overall project coordination, title and escrow services, right SERVICES PROVIDED of way engineering services, appraisal and appraisal review services, right of Project Management way acquisition, utility coordination and right-of-way certification services. The Project Planning project impacts 4 parcels that require purchase of permanent and temporary Acquisition easement interests to accommodate the proposed improvements. OVERSIGHT Caltrans District 8 Monument provided oversight of overall project coordination and managed all elements of the right-of-way program. This includes the management of TOTAL PROJECT COST consultants and staff for delivery of tasks, project schedule development and $3,950,000 project compliance with state and federal regulations. $61,590 Right -of -Way Costs monument 20 E. REFERENCES Monument has established an impeccable reputation with our clients and we look forward to continuing OUR relationship with the City of Santa Ana. Daniela has recently managed projects for the City of Santa Ana, as well as the other three agencies referenced in the table below We encourage you to call our references below to hear about her stellar performance. CITY OF MISSION VIEJO Project: La Paz Bridge / Roadway Widening SOUTH COAST WATER DISTRICT Project: South Laguna Tunnel Stabilization ORANGE COUNTY TRANSPORTATION AUTHORITY Project: State Route 55 Improvement, Interstate 405 Improvement ® Mark Chagnon mchag non@cityofmissionviejo_org MISSION VIE)O Joseph McDivitt jmcdivitt@scwd.org Rose Casey rcasey@octanet OCTA Section Two SCOPE OF SERVICES AND SCHEDULE i) We understand the City is seeking a professional real estate consultant to provide comprehensive right-of-way acquisition and relocation services for its Capital Improvement Program. Funding for these projects will involve a combination of local, state and federal funding and applicable regulations and policies. Monument is a leader in right-of-way consulting services in California with an emphasis on capital improvement projects for cities, counties and local agencies. We have an extensive understanding of the City's requirements, having provided acquisition and relocation services for the City of Santa Ana and similar projects for other local agencies in Orange County. Monument provides project management and right-of-way services for state and federally funded projects, and we are experts in the requirements of the Caltrans Right of Way Manual, including funding applications, acquisition and relocation procedures, utility coordination, right-of-way certification and all other requirements of the Local Assistance Procedures Manual. Over the past 25 years, Monument's principals and management team have led right-of-way programs for hundreds of water, flood, utility, highway, bridge, road improvement and transit projects throughout California. These projects include both design -bid -build and design -build, each requiring a unique, customized right-of-way implementation plan based on the project objectives and desired outcomes. SCOPE OF WORK Monument has direct experience performing all services outlined in the City's RFP, which will require compliance with all applicable state and federal guidelines to ensure funding is never compromised. Further, Monument is well versed in the Caltrans Right of Way Manual and FHWA requirements applicable to on -system projects. All right-of-way services performed on the City's projects will comply with federal, state and local laws and regulations as referenced in the Project Understanding section. As such, Monument has prepared the following Scope of Work to deliver the requested services for this project. Project Management Monument's Project Manager, Daniels Borbe, has an in-depth understanding of the right-of-way process, applicable policies and regulations, an ability to comprehend both the "big picture" and the project details, superior problem -solving and communication skills, creative thinking and adaptability. She possess these qualities and ensures quality control and timely execution of the project. As she has exhibited on past projects for the City of Santa Ana, she will work closely with City staff and the engineering team in performing the required real estate services, and establish work processes to manage and coordinate right-of-way activities to ensure that deliverables meet quality standards. Daniela will work with City staff to anticipate potential issues, resolve problems, recommend solutions, and ensure the project schedule is adhered to by the team. For the City's project, we anticipate following tasks: • Participate in a Right -of -Way Kick Off meeting with the City and design consultant to ensure design, appraisal and right-of-way impacts are coordinated and on schedule, establish lines of communication, project reporting requirements, as well as listen to the City's concerns and address any issues that may arise. • Schedule regular meetings with the City and Project Team to ensure that project deliverables stay on schedule and within budget. Participate in project and public meetings, as required. • Provide oversight for all right-of-way acquisition and relocation activities to ensure timely and accurate performance of real estate activities. • Coordinate with design engineers and surveyors in the performance of right-of-way engineering. • Prepare and deliver written progress status reports for cases, updates to other City consultants on schedule and cost updates, as required. • Manage and maintain quality control program Monument to ensure compliance with City and Monument requirements. Our QA/QC Manager will conduct weekly reviews of the project reporting to ensure compliance with City and regulatory requirements. Provide general consulting services to City staff and their consultants on matters relating to appraisals, appraisal reviews, environmental assessments, acquisitions, relocation assistance, property management, title and closing services and policy implementation. Implement and comply with Uniform Act guidelines, State and Federal laws, Caltrans Local Assistance Program Guidelines, Caltrans Local Assistance Procedures Manual and the Caltrans Right of Way Manual (as necessary). Develop all necessary acquisition and relocation formats for use on the project, including appraisal notices, offerletters, appraisal statements, acquisition brochures, agreements, contracts, deeds, relocation notifications and claim forms, in a format acceptable to the City and the City's counsel. Right -of -Way Acquisition Monument performs negotiations for voluntary and involuntary acquisitions with a hands-on approach knowing the sensitivity involved. We comply with all applicable laws and regulations including the Uniform Relocation Assistance and Real Property Acquisition Policies Act of 1970 or Title 25, California Code of Regulations, and its amendments. Utilizing our team of bilingual agents, we establish trusted relationships with the property owners to ensure a smooth transaction while ethically representing the City. Preparation of Offer Package. Monument's Project Manager will complete a thorough review of both the appraisal and the appraisal review, as well as the title report and underlying documents, vesting information, and other relevant documents for the preparation of the City's purchase offer packages. Each offer package will contain the City's written offer letter, Appraisal Summary Statement, Statement of Just Compensation, acquisition brochure, proposed Right -of -Way Contract and deeds, Title VI, if applicable, and an itemized list of Improvements Pertaining to the Realty, if applicable. Before submitting offer packages to the City for approval, Monument's QA/ QC Manager will perform a comprehensive review to ensure all documents contained in the package comply with required laws and regulations and meet the City's quality standards. Negotiations. Monument's Acquisition Agent will contact the property owner(s) and, if possible, meet with the owner in person at a convenient location to present the City's offer within two (2) weeks after receipt of the approved appraisal and determination of just compensation by the City. During this meeting, the agent will discuss the project, explain the property rights affecting the property, review the proposed project design, present the offer to purchase, review the salient information in the appraisal report, review the terms of the ROW Contract and answers any questions or concerns the owner may have concerning the process. An informational brochure explaining the acquisition process will also be provided. Immediately following this meeting, the Acquisition Agent will notify the Relocation Agent of the initiation of negotiations and if relocation will be required. Owners will be given reasonable opportunity to consider offers, present materials they believe are relevant to determining property values, and suggest modifications in the proposed terms and conditions of the purchase. Every reasonable effort will be made to acquire the necessary real property rights expeditiously through negotiations. The Acquisition Agent will proactively communicate with the property owner on a regular basis, meet in person when necessary, and respond to any questions, concerns or clarifications requested by the property owner. The Acquisition Agent will establish a file and maintain a parcel diary/log to record all communications with the property owner and/or the property owner's representative. If an amicable agreement is reached with the property owner, the Acquisition Agent will prepare a memorandum transmitting the owner's signed agreement and executed deeds to sell the property, for review and approval by the City. Upon the City's acceptance, Monument E Monument will prepare a memorandum transmitting the agreement and deeds to the escrow company to initiate the escrow due diligence process. Escrow Coordination. After an offer is accepted and the purchase agreement is approved by the City, Monument's Escrow Coordinator will transmit the original documents to the escrow company and request that the title company send an updated Preliminary Title Report. The Escrow Coordinator will review the updated title report and prepare a memorandum of disapproved title exceptions. The escrow company will prepare escrow instructions, transmit a copy of the purchase contract to the title company and begin the process of satisfying all monetary liens, prorating taxes and clearing adverse title exceptions and encumbrances. Upon escrow's request for funds from the City, the estimated closing amount will be deposited in escrow, and upon close, the escrow holder will record a deed and issue a title insurance policy. The Escrow Coordinator will provide ongoing support to the escrow officer to ensure the timely execution of escrow instructions, coordination of title clearance documents and processing of wire transfers. Escrow closure generally will be accomplished in 30 to 60 days. Condemnation Support. In the event negotiations are unsuccessful and the Acquisition Agent recommends that an administrative settlement is not feasible or project timing requires use of the eminent domain process, the Project Managerwill submit a recommendation to the City to initiate condemnation proceedings. The Monument Team will work closely with the City's condemnation counsel in preparing the resolution hearing notices, providing a duplicate copy of the agent's acquisition file, and assist in the eminent domain complaint and in trial preparation as requested. Settlement negotiations by legal staff may continue until the trial begins, including alternative dispute resolution and negotiations for Stipulated Use and Possession to ensure access to the property consistent with project schedules. Relocation Monument will provide relocation services to assure that displaced individuals and businesses promptly receive relocation benefits consistent with Federal, State, and local regulations, Caltrans policies and procedures, and City's ROW Policies and Procedures, where applicable. • Perform all relocation assistance services in accordance with the Uniform Relocation and Real Property Acquisition Act; the California Relocation Assistance and Real Property Acquisition Guidelines; the City's Policies and Procedures and any other applicable regulations. • Prepare a Relocation Plan, if necessary. • Meet personally with each prospective displaces to ascertain the nature and scope of relocation assistance required, to inform the displacees of their rights, and to explain the relocation process. • Determine each displacee's eligibility for relocation assistance; prepare an estimated timeline for relocation, and prepare an estimate of the amount of relocation benefits to which each displace is eligible. • Prepare all applicable claim forms, secure claimant's signatures on claim forms, and submit forms to the City for review, acceptance, and payment. • Conduct appropriate searches for relocation replacement sites and provide relocation site referrals to displacees. • Personally inspect replacement dwellings and/or buildings and sites to determine if they meet decent, safe, and sanitary regulatory requirements. • Where appropriate, advise displacees of available economic assistance and social services; and provide displacees with referrals to organizations, social service agencies and community organizations. • Perform any other normal procedures and processes to implement the relocation assignment and provide any other supporting information and correspondence required by the City. monument 22 SCHEDULE The project schedule is one of the most important tools in creating a successful project (usually after building a great team). The schedule is an integral part of Monument's management team to manage our client's projects. It is integrated with budget, resources, scope, and quality requirements to produce a virtual model of the project execution plan to guide the team to the finish line. We utilize scheduling software, such as Microsoft Project and Primavera 6, to manage, monitor and ensure the team is performing efficiently and the right-of-way process is on track. The following schedule is an illustration of typical key milestones and critical deadlines in the right-of-way acquisition process beginning with the Kick -Off meeting and concluding with right-of-way certification. NTP KICK-OFF MEETING/ ANALYZE PROJECT The kick -off meeting "iserve toestablish Communication pfotocols, reporting requirements and refining the r/w delivery schedule. ISSUE APPRAISAL NOTICES Upon receipt of legal descriptions and plats, Monument will initiate the appraisal process by issuing a "Nobce of Decision to Appraise" to the subJett property owners. FEE APPRAISALS Monument will coordinate with the Cityk appraiser to prepare narrative USPAP compliant appraisals for all affected parcels. APPRAISAL REVIEW Monument will coordinate with the CrtyS review appraiser to evaluate each appraisal report for accuracy and compliance. JUST COMPENSATION City approves the Amount of Just Compensation Dried upon the APPROVAL appraisal report.. PRESENT OFFERS The CityS purchase offer will be presented to each property Owner in person, when feasible, to inttate the good faith negotiation process. NEGOTIATIONS Monument's agents win engage in proactive negotiations and evaluate information Presented by the property owner EXECUTE AGREEMENTS Upon agreement of price and terns, Monument's agents will finanie the RrW Agreement for execution. ESCROW PROCESS Monument will assist with coordinating escrow due diligence requirements for timely closing. RIGHT-OF-WAY Secure right-of-way certification CERTIFICATION approval, m onument Section Three FEE SCHEDULE Please see separately sealed package for Monument's Fee Schedule Appendices MONUMENT STAFF RESUMES ATTACHMENT 3-1: NON -COLLUSION AFFIDAVIT ATTACHMENT 3-2: NON -LOBBYING CERTIFICATION ATTACHMENT 3-3: NON-DISCRIMINATION CERTIFICATION EXHIBIT 10-01: CONSULTANT PROPOSAL DBE COMMITMENT DANIELA BORBE PROJECT MANAGER 20 YEARS IN THE INDUSTRY Daniela has over 20 years of industry experience and possesses an extensive knowledge of all aspects of the real estate and right-of-way process. Over the span of her career she has managed numerous projects and successfully completed over 5.000 acquisitions and relocations for public improvement projects. She is responsible for the management of her acquisition and relocation staff and the budget and critical paths for each of her team's projects. Daniela was most recently the Senior Project Manager on the Design -Build, IA05 Improvement Project. In that capacity, she provided program management oversight for the implementation of acquisition, and relocation services, as well as oversight and management of cost controls, schedules, and risk assessment. E X P E R I E N C E CITY OF SANTA ANA PROJECTS City of Santa Ana I Santa Ana, CA 12005 - Ongoing Warner Avenue Widening Phase II This project expands Warner Avenue from Oak Street to Grand Avenue by adding an additional lane of traffic and medians - This project will improve the flow of traffic and greatly improve commuter safety. Daniels is responsible for the acquisition of 20 full and partial take residential and commercial properties and over 17 residential relocations Grand Avenue Widening Project As Acquisition Project Manager, Daniela provided oversight of overall project coordination. She worked with her staff to analyze E D U C AT 10 l' acquisition impacts, prepare acquisition documents, negotiate with property owners, and compile She project reports_ coordinated escrow and cleared - - BACHELORS DEGREE encumbrances from titles to close out the project. Public Administration, Babes Bolyai University, Romania Bristol Street Widening Project Phases 3A & B. As Project Manager. Daniela provided oversight of overall project coordination and managed all elements of the right of way acquisition for this project, which entailed 28 partial and full acquisitions and relocation of 15 businesses and 23 residential occupants. LICENSES ® INTERSTATE 405 IMPROVEMENT PROJECT REAL ESTATE SALESPERSON State of California n Orange, -Ongoing ' ` - �- ' tY � 9 CA 2015 - On oin CAk01511932 Daniela was the Senior Project Manager providing project management oversight for the implementation of acquisition and relocation for this design -build project that NOTARY PUBLIC will widen approximately 16 miles of active freeway between the SR-73 freeway in State of California Costa Mesa and 1-605 near the L.A. County line. She provided project management and acquisition services for the partial acquisition of 288 parcels. Daniela was also - responsible for oversight and management of cost controls (including document control/budgets), schedules, and risk assessment. AFFILIATIONS INTERNATIONAL RIGHT-OF-WAY SOUTH LAGUNA TUNNEL STABILIZATION AND SEWER REPLACEMENT ASSOCIATION (IRWA) PROJECT South Coast Water District I South Laguna Beach. CA 12007 - Ongoing WOMEN TRANSPORTATION SEMIN(WTS) Daniela has been working with South Coast Water District for ten years. This project widened and improved an underground sewer tunnel spanning two miles TAKES CHARGE AND LEADS BOTH BIG AND SMALL PROJECTS EXPERT IN RESIDENTIAL AND COMMERCIAL ACQUISITION DANIELA'S EXPERIENCE CONTNUED of Pacific Coast Highway- This project involved aquiring upgraded easements, new easements, and fee interest from over 214 properties. Daniels continues to provide acquisition services in additional phases of the project to date. VARIOUS PROJECTS City of Mission Viejo I Mission Viejo. CA 12010 - Ongoing Daniela has been the go -to Project Manager for the City of Mission Viejo for over ten years. She provides advisory services for all right-of-way issues and provides all acquisition and relocation services for the City. She is currently managing the Oso Park On -Ramp Project on the 1-5 Freeway. NORTH SPRING STREET VIADUCT PROJECT City of Iustin i CA 12014 - 2015 As the Project Manager for this street extension project, Daniela provided oversight ODDLY FOND OF and overall project coordination of applicable right-of-way services, including both RELOCATION acquisition and relocation. She worked with staff to analyze acquisition impacts, prepare acquisition and relocation documents, negotiate with one business owner, and compile reports. MANAGESLARGE TRANSPORTATION PROJECTS 9 (M SKILLEDAT IDENTIFYING `r'_R AND MANAGING RISK FUN FACT! Daniela came to America from her native Romania and jumped right into the world of right-of-way. After a brief stint selling corduroy at JC Penny, She took a job at a local right-of-way company answering phones even though she barely spoke English. Through hard work and perseverance, she grew Into the fierce professional that she Is today. INTERSTATE 5 HOV IMPROVEMENT PROJECT C -ounty Transportation =.y I Location, CA 12013 - 2016 As Project Manager, Daniela provided oversight of overall project coordination of applicable right-of-way services- She developed and prepared acquisition formats and provided recommendation summaries of the impacts for OCTA. Daniela prepared acquisition documents, negotiated with property owners, provided escrow coordination, and compiled reports. She worked with OCTA to permanently relocate two commercial tenants. NASON STREET WIDENING PROJECT Cie - Ireno Valley, CA 12009 - 2011 Daniela was the Project Manager for this street widening of Nason Street from Fir (SR-60 Freeway) to Cactus to support the new County hospital. She was responsible for acquiring thirty parcels and relocated one residence. WHITTIER AT BEACH INTERSECTION IMPROVEMENT PROJECTS City of La Habra I La Habra, CA 12010 - 2012 As Project Manager. Daniela provided oversight of overall project coordination of applicable right-of-way services. She worked with staff to analyze acquisition impacts on six properties in the project area. Daniela developed and prepared acquisition formats and provided recommendation summaries of the impacts for the City- Prepared acquisition documents, negotiated with property owners, and compiled reports. ANAHIEM CANYON METROLINK PEDESTRIAN IMPROVEMENT PROJECT City of Anaheim I Anaheim. CA 1 2012 - 201 Daniela was the Project Manager and provided oversight of overall project coordination of applicable right-of-way services. She was responsible for the right of entry documnents for over 20 property owners, negotiated with property owners, and compiled right-of-way reports. She developed and prepared acquisition formats for two parcels and recommendation regarding the impacts to the City. JOEY MENDOZA PRINCIPAL -IN -CHARGE 33 YEARS IN THE INDUSTRY EDUCATION COURSEWORK Business Administration, California State University, Long Beach LICENSES REAL ESTATE BROKER State of California CA#01144860 AFFILIATIONS INTERNATIONAL RIGHT-OF-WAY ASSOCIATION (IRWA) WOMEN'S TRANSPORTATION SEMINAR (WTS) AMERICAN COUNCIL OF ENGINEERING COMPANIES (ACEC) Joey has over 30 years of experience in program and project management in right- of-way and real estate consultant services. Joey has delivered a broad spectrum of projects ranging from highway expansion, interchange improvement, grade separation, light and heavy rail, utility, water, redevelopment, school expansion and alternative energy. He has successfully managed and executed over 10.000 acquisitions, relocations and real estate related transactions for public projects throughout California. He is considered one of the industry leaders in the preparation of detailed project management plans, cost estimates and budgetary reports for large public sector projects. He is an expert in Federal Transit Administration (FTA), Federal Highway Administration (FHWA), and State Department of Transportation (DOT) procedures. E X P E R I E N C E INTERSTATE 405 IMPROVEMENT PROJECT Orange County Transl,,,:; t1c❑ a,r,;,u;ity 1 Uranye, CAI 2015 - Ongoing Joey is responsible for the development, implementation, and overall delivery of the necessary right-of-way to construct this 16-mile design -build project of the 1-405 between State Route 55 and the 1-605. This project consists of 288 partial acquisitions affecting residential, commercial, retail, motels, public facilities, federal lands, and a regional shopping mall, which required right-of-way certification and release to the design -build contractor in segmented parcel groups. Joey leads the right-of-way program that includes real estate appraisals, appraisal reviews, parcel mitigation planning, property negotiations, title and escrow, relocation assistance, condemnation coordination, certification, scheduling, cost estimating, risk management, and project closeout. The project boasts 100% of right-of-way delivered on schedule with no delays to construction. The project involved minimal condemnation due to the high settlement rate. Joey was part of a think tank that developed new processes which saved OCTA millions of dollars and accelerated the delivery process. Project Cost: $1.9 billion including $145 million in right-of-way capital costs. MOUNT VERNON AVENUE BRIDGE REPLACEMENT PROJECT San Bernardino County Transportation Commission I San Bernardino County, CA 1 2018-2020 Joey was responsible for managing the right-of-way acquisition program and oversight of the day-to-day activities of the consultant team for the design -build bridge replacement project. This included acquisition, relocation, title, appraisal, appraisal review, demolition, property management, right-0f-way certification, eminent domain support, and construction oversight. Joey was instrumental in the development of the design -build procurement documents, analysis of proposed ATC's, preparation of cost estimates, federal funding authorization applications. and budget and schedule management. Built in 1934, the Mount Vernon bridge has been declared by Caltrans as structurally deficient and functionally obsolete and in desperate need of replacement. The project involves the demolition of the existing bridge and complete construction of a new bridge. The right-of-way associated with this project consisted of 32 full take acquisitions, 12 partial acquisitions and displacement of 45 residential homes. Project Cost: $250 million including $17 million of right-of-way capital costs. JOEY HAS SAVED CLIENTS TEOVER So MILLION DOLLARS INS YEARS EXPERT IN DESIGN -BUILD AND DESIGN -BID -BUILD Q SKILLED AT IDENTIFYING © AND MANAGING RISK RESPECTED BY HIS CLIENTS FOR HIS KNOWLEDGE ABLE TO BRING PARTIES TOGETHER FOR SUCCESS FUN FACT! When he isn'tstrategizing about project delivery, Joey can be found in his man cave woodworking with his assistant, his English bulldog. He likes to build custom furniture and decor pieces for his family. Joey is a sports fanatic, avid golfer, and world traveler JOEY'S EXPERIENCE CONT NUED LOSSAN IMPROVEMENT PROJECT The LOSSAN R f Agency 1 Orange, CA 12020 - Ongoing Monument is part of the program management team responsible for ongoing right- of-way and real estate support. The commuter passenger rail will connect San Luis Obispo to San Diego. This Project will add a second track parallel to the existing track, and the addition of multiple stations along the train route. Joey is an integral part of the Monument Team responsible for right-of-way project management, and acquisition support services including appraisal coordination, acquisition, relocation, condemnation support, cost estimating and development of the design build procurement documents. CALIFORNIA HIGH SPEED -RAIL PROJECT Luirtoi [ a I iig,-speed Rail Authority I Fresno, CA 12016 - Ongoing The California High -Speed Rail Authority is responsible for planning, designing, building, and the operation of the first high-speed rail system in the nation Joey is a key member of the consultant team providing right-of-way support on Construction Package 1, a 23-mile segment between Avenue 19 in Madera County to East American Avenue in Fresno County. He is responsible for the organization and management of an intense utility conveyance and permit process for the Authority preparing and tracking known and unknow utilities and coordination with owners, utilities and stakeholders. STATE ROUTE 91 CORRIDOR IMPROVEMENT Riverside County Transportation Commission I Riverside, CA 12012 - 2017 Joey was responsible for planning, managing, and implementing a wide array of right-of-way activities during the environmental phase including strategic planning, cost estimating, and market trend analysis; risk identification and management, public outreach; design -build procurement process; corridor analysis, and early and advance acquisition. Joey fully implemented and oversaw the entire right- of-way process, policy development, and coordination with state and federal regulatory agencies. This high -profile, politically sensitive design -build project involved over 450 partial and full acquisitions with varying degree of difficulty, and approximately 250 residential and business relocations. This project widened approximately 16 miles of active highway through the urbanized area of Corona and the County of Riverside. Project Cost: $1.3 billion including $250 million of right-of-way capital costs. STATE ROUTE 91 HIGH OCCUPANCY VEHICLE GAP CLOSURE Riverside County Transportation Commission I Riverside, CA 12010 - 2014 Joey was responsible for this seven -mile freeway widening project through the developed corridor of Downtown Riverside. The right-of-way associated with this project consisted of significant partial acquisitions affecting commercial, retail, and public agency facilities, acquisition of railroad properties, and relocation of several complex businesses. Joey was responsible for overall management and implementation of the right-of-way delivery process, as well as coordination with the various disciplines for project design, right-of-way engineering, appraisal, environmental, Riverside County Transportation Commission (RCTC) counsel, and California Department of Transportation (Caltrans) functional leads. Project Cost: $650 million including $50 million in right-of-way costs. JULY YOKOGAWA, ACQUISITION LEAD 7 YEARS IN THE INDUSTRY pp EDUCATION 6.� BACHELORS DEGREE Administration, Finance, California State Polytechnic University. Pomona, CA IFLICENSES REAL ESTATE SALESPERSON State of California CA401831032 NOTARY PUBLIC State of California eAFFILIATIONS INTERNATIONAL RIGHT-OF-WAY ASSOCIATION (IRWA) WOMEN'S TRANSPORTATION SEMINAR (WTS) RWA-TN m July, pronounced `Julie°, is a high-performance and results -driven acquisition and relocation agent with 7 years of experience in the industry. She has exceptional interpersonal skills working with property owners, and residential and commercial tenants. July is well versed in state and federal laws and regulations and is proficient at property negotiations, relocation assistance, title complication and clearance, permitting, feasibility studies, utility coordination and document processing. She has successfully completed over 1,000 transactions for public improvement projects during her relatively short career thus far. Julywas most recently the lead on property acquisition, right-of-way certification and facility utility requirements on the design - build 1-405 Improvement Project for the Orange County Transportation Authority. July is tri-lingual, fluent in Cantonese, English and conversational Vietnamese. E X P E R I E N C E INTERSTATE 405 IMPROVEMENT PROJECT Orange County Transportation Authority I Santa Ana. CA 12015 - Ongoing As a Senior Acquisition Agent, July oversaw and handled property negotiations, appraisal coordination and segmental right-of-way certification for this design - build project that will widen approximately 16 miles of active freeway between SR- 73 in Costa Mesa and 1-605 near the LA County line. The project involves more that 250 properties. As an agent, she successfully acquired 51 commercial and residential partial acquisition properties out of 74 case files. July prepared all notice of decision to appraisal packages, offer packages, and correspondence notices and attended management meetings with the Client. LOSSAN IMPROVEMENT PROJECT The LOSSAN Rail Corridor Agency I Orange, CA 12020 - Ongoing Monument is part of the program management team responsible for ongoing right- of-way and real estate support. The commuter passenger rail will connect San Luis Obispo to San Diego. This Project will add a second track parallel to the existing track, and the addition of multiple stations along the train route_ Joey is an integral part of the Monument Team responsible for right-of-way project management, and acquisition support services including appraisal coordination, acquisition, relocation, condemnation support, cost estimating and development of the design build procurement documents. CALIFORNIA HIGH SPEED -RAIL PROJECT Cahlornia Fligh Speed Rail Authority I Fresno, CA 12016 - Ongoing The California Highspeed Rail Authority is responsible for planning, designing, building, and the operation of the first high-speed rail system in the nation. Joey is a key member of the consultant team providing right-of-way support on Construction Package 1, a 23-mile segment between Avenue 19 in Madera County to East American Avenue in Fresno County. He is responsible for the organization and management of an intense utility conveyance and permit process for the Authority preparing and tracking known and unknow utilities and coordination with owners. utilities and stakeholders. WICKED FAST AND ACCURATE KEEPS THE PROJECT oo MOVING MASTER OF ❑— SPREADSHEETS MULTI-LIGUAL "' "" "' EXPECTIONAL r)j COMMUNICATOR WFUN FACT! July is a go-getter and does not sit still. She is constantly brainstorming her next travel adventure or small business idea. Recently, July started a baking business with her sister and husband which she runs on the side of her day job. She created and sells homemade, cookie top cream puffs in radical and tasty flavors. Check it out on Instagram at Crackle N Puff. JULY'S EXPERIENCE coNT NUED ONTARIO TUNNEL PROJECT San Bernardino County Tran Authority I San Bernardino. CA 12020 - Ongoing This design -build project includes the design and construction of a 3 mile tunnel transit modal connector which will connect the Metrolink station in Rancho Cucamonga to the Ontario Airport. July is instrumental in providing right-of-way project management, acquisition support services including appraisal coordination, acquisition, relocation, condemnation support, cost estimating and development of the design build procurement documents_ 1-15 EXPRESS LANES PROJECT Riverside County Transportation Commission I Riverside. CA 12018 - 2020 As an agent, July successfully acquired and closed all 9 partial acquisition case files. The Project constructs tolled express lanes in each direction between the 1-15/Cajalco Road interchange in Corona and the 1-15/SR-60 interchange just south of the Riverside/San Bernardino County line (approximately 14 miles). 1-215 PLACENTIA INTERCHANGE PROJECT Riverside County Transportation Commission I Riverside, CA 12016 - 2018 July assisted the Project Manager with the acquisition of 2 full takes in this interchange project. She was responsible for all case work notices, offer packages and closing documents. MID COUNTY PARKWAY-PLACENTIA INTERCHANGE PROJECT Riverside County Transportation Commission I Riverside. CA 12016 - 2018 As an agent. July assisted the Project Manager with acquisition and relocation tasks. She was responsible for preparation of offer letters and required notices. She assisted with schedule and document management. MULTIPLE PROJECTS San Bernardino County Tran. Commission I San Bernardino, CA 12014 - 2018 1-21 R Rattan Road Interrhange_Imnrovement EEojacL As an agent, July transmitted documents to client, prepared relocation claim documents, and delivered funds to property owners and tenants. 1-10 Express I noes Proiert July assisted the Project Manager with finalizing appraisal reports and drafting Relocation Plans. She was responsible for drafting project documents including NDA's and Offer Packages and assisted with compilation of resolution of necessity packages, reporting on status of and outcome of resolution of necessity filings and drafted District Condemnation Evacuation meeting & Condemnation Panel Review meeting notices. BRISTOL STREET WIDENING PROJECT, PHASES 3A AND 3B City of Santa Ana I Santa Ana. CA 12014 - 2017 As an agent, July transmitted documents to client, prepared relocation claim documents, and delivered funds to property owners and tenants. She prepared cost estimates, acquisition, relocation, and property management services associated with different phases of this project. As an agent, she successfully acquired 10 residential full acquisition properties and 4 residential partial acquisition properties out of 18 case files. July prepared all offer packages, notices and successfully permanently relocated 5 owner -occupied residential properties, 1 permanent business property (gas station), 5 permanent tenant -occupied residential properties, and 3 permanent owner -occupied residential properties. PATTI FEIST, RELOCATION LEAD 25 YEARS IN THE INDUSTRY ■EDUCATION COURSEWORK Business, Bismarck State College and College of the Desert LICENSES SENIOR RIGHT-OF-WAY AGENT International Right -of -Way Association REAL ESTATE SALESMAN State of California CA#01810975 NOTARY PUBLIC State of California ,QQ AFFILIATIONq . 1�J INTERNATIONAL RIGHT-OF-WAY ASSOCIATION (IRWA) SR/WA, RAC m Patti has been in the right-of-way and real estate services industry for over 25 years. She oversees the planning, management, and the achievement of project objectives within scope and budget. Patti provides coordination and oversight for complex and noncomplex projects involving project cost estimates, waiver valuations, Caltrans certification, acquisition and relocation. Patti is knowledgeable in 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 involved with the formal process of acquiring right-of-way. Patti is well known in the industry for her expertise in business relocation. She specializes in business, residential, and mobile home relocation assistance and has relocated hundreds of businesses. E X P E R I E N C E CALIFORNIA HIGH SPEED -RAIL PROJECT California High -Speed Rail Authority I Fresno, CA 1 2016- Ongoing The California Highspeed Rail Authority is responsible for planning, designing, building, and the operation of the first high-speed rail system in the nation. Patti is a key member of the consultant team providing right-of-way support on Construction Package 1, a 23-mile segment between Avenue 19 in Madera County to East American Avenue in Fresno County. She is responsible for the organization and management of an intense utility conveyance and permit process for the Authority preparing and tracking known and unknow utilities and coordination with owners, utilities and stakeholders. METRO GOLD LINE Foothill Extension Construction I Monrovia, CA 12020 - Ongoing As the Relocation Manager, Patti is responsible for the relocation services to residences and businesses affected by the Gold Line extension project in the cities of Arcadia, Monrovia and Glendora. Patti is the liaison between the client and owners and tenant's attorneys and responsible for identification of qualifying compensable items, negotiation of goodwill as applicable, the preparation and review of claims and status reports, relocation claims, and working with contractors to obtain accurate estimates to successfully resolve all relocation issues. 1-10 EXPRESS LANES PROJECT — DESIGN BUILD San Bernardino County Transportation Authority I San Bernardino, CA 12018 - 2021 The 1-10 Express Lanes project is a design -build project widening 10 miles of 1-10 from 1-15 to the Los Angeles/San Bernardino County border_ The project includes two toiled lanes in each direct and auxiliary lanes between existing on and off ramps. As a Project Manager, Patti was responsible for many of the complex property acquisitions involving severance damage analysis and mitigation to commercial and industrial properties. 1-1O/CHERRY VALLEY BLVD INTERCHANGE PROJECT Riverside Transportation Department I Riverside, CA 12019 - 2021 This project involved the reconstruction of 1-10 at Cherry Avenue Interchange by realigning the on and offrani replacing the existing CherryAvenue Overcrossing, widening of Cherry Avenue from 5 lanes to 7 lanes with sidewalks on both sides of the street. Patti led the team of acquisition agents to acquire the necessary right- of-way for the project and obtain right-of-way certification from Caltrans_ She also provided cost estimating services of probable costs for right-of-way, acquisition and service costs during the environmental planning phase. 9 lM BUSINESS RELOCATION Y�1'(S EXPERT EXPERIENCED WITH ° BOTH LARGE AND SMALL PROJECTS FLUENT IN BOTH ENGLISH rS AND SPANISH 0 A HANDS ON MANAGER PATTI'S EXPERIENCE CONT NUED STATE ROUTE 60 AT WORLD LOGISTICS CENTER PARKWAY (WLC PKWY) INTERSECTION City of Moreno Valley I Moreno Valley. CA 12018 - 2020 Project Manager responsible for providing project cost estimating services in order to develop an estimate of probable costs for right-of-way acquisition and service costs necessary to complete the project. This included the preparation of various project alternative cost estimates, data sheet preparation, final update to include an estimate abstract. ETIWANDA AVENUE GRADE SEPARATION PROJECT �¢y �i I iianci,._ ;,, 1— 12018-2020 Patti was responsible for the right-of-way acquisition, tenant acquisitions, relocation of commercial and residential properties for the grade separation project. The project consists of 18 properties with 2 full takes and 16 permanent and or temporary construction easements and complex business relocations. AVENUE 44 ALL-WEATHER BRIDGE City of Indio I Indio. CA 12018 - 2020 Project Manager responsible for completing the acquisition and relocation services required for the project. The project requires the full acquisition and relocation activities for single ramify residences and partial permanent and temporary acquisitions from properties owned by utilities, tribal ownerships, and private ownerships that are either undeveloped or developed with multi -family improvements. The project involves a total of 8 parcel acquisitions. HIGHWAY 111, RANCHO MIRAGE PHASE 1, 2, 3, AND 4 �n� MASTER OF FEDERAL City of Rancho Mirage I Rancho Mirage, CA 12016 - 2020 Il L��6 I AND STATE LAW The project involved right-of-way acquisition for over 110 property owners. Acquisition services, relocation assistance and appraisal for the widening of State Highway 111 within the city limits of the City of Rancho Mirage including the area known locally as "Restaurant Row". This highway widening project involved an interesting mix of vacant development sites, existing commercial and retail uses, and residential, golf course/country club, and office. The project team encountered several mobile home parks, some trailer courts, service stations, car washes, automobile dealers, and shopping centers. [f7aFUN FACT Patti is an outdoor enthusiast and has spent years fly fishing, riding and caring for horses, and hunting In Montana. She tends a large garden and spends a lot of time keeping the wildlife away from the fruits of her labor. Patti enjoys spending time with her large family and is secretly a tech wizl DUNE PALMS ROAD BRIDGE PROJECT City of La Quinta I La Quetta, CA 12018 - 2019 Project Manager responsible for the acquisition and relocation services of mobile homeowners, a residential tenant and relocation plan. The project removed a low- water crossing and installed a bridge with sidewalk on both side and bike/golf cart Imes connecting this bridge with the widening of Dune Palms Road. SR-91 HOV IMPROVEMENT PROJECT Riverside County Transportation ,n I Riverside, CA 12010 - 2013 Patti served as a Senior Acquisition Agent and obtained Right of Entry Grants for over 30 properties and acquisition services to over 80 properties affected by this highway widening project. This included coordination with escrow, title, appraisal, and environmental firms- She maintained a monthly project schedule and obtained various temporary permits from commercial landowners, public agencies. BNSF and Union Pacific Railroad Companies. Preparation of certification forms for various parcel groups which requires coordination with project managers and staff and utility and demolition staff. CURTIS BIBOLET, R/W-A M C SENIOR AGENT 13 YEARS IN THE INDUSTRY ■EDUCAT10N BACHELORS DEGREE Communication Studies, Minor in Business, University of Idaho LICENSES SENIOR RIGHT-OF-WAY AGENT (SR/WA) International Right -of -Way Association RIGHT-OF-WAY ASSET MANAGEMENT (R/W-AMC) International Right -of -Way Association REAL ESTATE SALESMAN State of California CA#02008725 S R/WA As a certified right of way professional, Curtis possesses an abundance of real estate transaction, utility relocation, and property management expertise. He has over 13 years of experience managing best practices, regulatory procedures, and logistics for utility relocation and property management projects on behalf of public agencies. With his friendly demeanor, Curtis provides oversight and quality review for Monument agents. He is focused on maximizing revenue, clearing encroachments, and mitigating utility conflicts for his clients. E X P E R I E N C E STATE ROUTE 91 IMPROVEMENTS, SEGMENTS 1, 2,3 Orange County Transportation Authority I Orange, CA The SR-55 between IA05 and 1-5 has four general purpose lanes, one carpool lane and some auxiliary lanes in each direction. The heavy congestion on SR-55 is expected to increase with future demand. This project adds one general purpose lane, one carpool lane and auxiliary lanes in each direction of this stretch of the freeway to reduce congestion and increase capacity. The project is funded through OC Go (formerly Measure M) in cooperation with Caltrans and federal funds. Curtis is the Utility Coordination Manager on this project involving 52 utility conflicts SR-55 IMPROVEMENT PROJECT Orange County Transportation Authority I Orange, CA This project adds one general purpose lane, one carpool lane, and auxiliary lanes in each direction of SR-55 between 1-405 and 1-5 in order to reduce congestion and increase capacity. The project is funded through OC Go (formerly Measure M) in cooperation with Caltrans District 12 and federal funds. Curtis is the Utility Coordination Manager on this project involving 52 utility conflicts. Some of the utility relocations are highly complex, including Southern California Edison high - voltage transmission lines spanning overhead the freeway_ FINAL DESIGN ENGINEERING SERVICES FOR STATE ROUTE 241/STATE ROUTE 91 INTERCHANGE EXPRESS LANES CONNECTOR PROJECT Fc . The Foothill/Eastern Transportation Corridor Agency (F/ETCA) manages the 133, 241 and 261 Toll Roads, which link the 91 freeway near the Orange County/ Riverside County border to Interstate 5 in Irvine and to communities in South Orange County. In cooperation with Caltrans District 12. F/ETCA is proposing to construct a median -to -median interchange connector between SR-241 and the 91 Express Lanes tolled lanes in the median of SR-91 by 2023. As the right of Q,QQ AFFILIATIONS way subconsultant to the design engineer, Monument is providing comprehensive �1 INTERNATIONAL RIGHT-OF-WAY right of way services including supporting the design team with analyzing potential ASSOCIATION (IRWA) impacts to utility facilities and potential utility relocation coordination. Curtis will ultimately prepare the Utility Certification for the project_ UNDERSTANDSTHE 9 QM IMPORTANCE OF UTILITY TZ COORDINATION AND RIGHT OF WAY CURTIS' EXPERIENCE CONT NUED HARVARD AVENUE AND MICHELSON DRIVE IMPROVEMENTS PROJECT REPORT AND ENVIRONMENTAL DOCUMENT City of Irvine I Irvine, CA As a subconsultant to Stantec Consulting Services, Monument is providing critical project development support to plan and estimate the costs of right of way and utility impacts in this capital improvement project for City of Irvine. Curtis is determining liability for utility relocations and estimating those costs based on utility facility conflicts identified and mapped by the design team. PROJECT APPROVAL AND ENVIRONMENTAL DOCUMENT (PA&ED) SR-55 IMPROVEMENT PROJECT, FROM 1-5 TO SR-91 Orange County Transportation Authority I Orange, CA The proposed project adds general-purpose and auxiliary lanes in each direction at strategic locations along SR-55. Curtis worked with the design team to identify utility conflicts and prepare relocation estimates for facilities in conflict, culminating in Caltrans Right of Way Data Sheets for each design alternative. PANED 1-5 IMPROVEMENTS (1-405 TO SR-55) (11'll UTILITY RELOCATION Orange County Transportation Authority I Orange, CA WIZARD For this 9-mile highway corridor improvement project, Monument identified right of way and utility impacts associated with two build alternates. Based on the preliminary geometric plans, Curtis prepared Coltrane Right of Way Data Sheets for review and approval by OCTA and Caltrans District 12. He prepared a detailed scope, schedule, and estimated cost of utility relocations. Curtis identified low - and high -risk utility areas within the project limits which may be subject to the WA HANDS ON MANAGER requirements of the California Public Utility Commission General Order 131-D- ENVIRONMENTAL AND FINAL DESIGN PHASE FOR CALLE CONTENTO/ RANCHO CALIFORNIA ROAD ROUNDABOUT PROJECT Riverside County Transporation Department I Temecula Valley, CA The Temecula Valley Wine Country Community Plan adopted by the Riverside A GUY YOU LIKE TO WORK WITHI County Board of Supervisors planned for the implementation of roundabouts at five intersections across four miles of Rancho California Road between Butterfield Stage Road and Glenoaks Road- Curtis currently pending kickoff of 'turnkey' utility coordinator services as the subconsultant to the design engineer_ Curtis will collect as -built plan, create a utility conflict matrix, review utility exhibits, and draft license agreements. In the absence of a Construction Manager for this project, as Utility Coordinator, Curtis will be engaged during construction phase and coordinating MASTER OF FEDERAL with the contractor and affected utility agencies. I hd I AND STATE LAW 1-10/MT. VERNON INTERCHANGE PR&ED/PS&E San Bernardino County Transportation Authority I Colton, CA The project will replace the existing bridge over 1-10 and Mount Vernon Avenue and will provide local circulation improvements in the City of Colton. Curtis attended 8 utility coordination meetings, contacted 17 utility companies, prepared Notices to Owners for the 10 facilities in conflict, drafted a utility agreement, and coordinated 30 potholes. All utility files were maintained in accordance with Caltrans Right of Way Manual. KIM BIBOLET, R/W-NAC SENIOR AGENT 15 YEARS IN THE INDUSTRY EDUCATIOr BACHELORS DEGREE Sports Science, University of Idaho LICENSES SENIOR RIGHT-OF-WAY AGENT (SR/WA) International Right -of -Way Association RIGHT-OF-WAY NEGOTIATION AND ACQUISITION (R/W-NAC) International Right -of -Way Association REAL ESTATE SALESPERSON State of California CA#01883565 AFFILIATIONS ' INTERNATIONAL RIGHT-OF-WAY ASSOCIATION (IRWA) SR/WA, Kim Bibolet is a tenured right of way professional with over 15 years of experience. She has worked closely with numerous local governments, public agencies, and private companies on transit, transportation, housing, and utility infrastructure projects. She has been involved in all aspects of right of way work, including appraisal valuations, curative title, environmental assessments, escrow coordination, encroachment mitigation and permitting, eminent domain support, and relocation advisory services. . E X P E R I E N C E SR-55IMPROVEMENT PROJECT, FROM 1-405 TO 1-5 Orange County Transportation Authority I Orange, CA The SR-55 between IA05 and 1-5 has four general purpose lanes, one carpool lane and some auxiliary lanes in each direction. The heavy congestion on SR-55 is expected to increase with future demand. This project adds one general purpose lane, one carpool lane and auxiliary lanes in each direction of this stretch of the freeway to reduce congestion and increase capacity. Kim is the Project Manager overseeing the delivery of 20 property acquisition negotiations and agreements and relocation assistance advisory services for several non-residential tenants, including industrial business tenants (a shower door manufacturer and a deep cleaning operation) and a general contracting business. WEST VALLEY CONNECTOR BUS RAPID TRANSIT CORRIDOR San Bernardino County Transportation Authority I San Bernardino, CA This is a 35 mile long street widening to accommodate a bus travel lane including 60 station platforms and 33 intersection improvements. Kim is responsible for preparation of the RAMP, bid documents for appraisal, right-of-way engineering and right-of-way services. She drives the schedule and works collaboratively with the client to deliver the project. FOOTHILL BOULEVARD IMPROVEMENTS, HEMLOCK AVE TO ALMERIA AVE (,Ily of Fontaua I Foniana, GA The City of Fontana is widening Foothill Boulevard, adds Class II bike lanes, and replaces the existing historic Malaga Bridge, which is a pedestrian bridge spanning over Foothill Boulevard that connects the Pacific Electric Trail through Fontana. Kim is providing cost estimates, Caltrans Right of Way Data Sheets, title clearance, and negotiations to acquire partial rights and TCEs from 29 total private property owners. JUAN BAUTISTA DE ANZA NATIONAL HISTORIC TRAIL EXTENSION, Kim performed title examination services, real estate appraisal and appraisal review, right of way acquisition and negotiation services, escrow coordination, utility relocation coordination, and Request for Authorization to Proceed and Caltrans Certification support.. MARIO CERNA SENIOR AGENT Mario is an experienced right-of-way professional with over 18 years of experience working in acquisition and relocation supporting development and infrastructure projects. Mario has successfully relocated thousands of both residential owners and tenants and relocated hundreds of businesses. Mario has acquired hundreds of properties including full and part take parcels, consisting of fee, easements and temporary rights- Mario assists with condemnation and the review of appraisals. Mario is well versed in federal and state regulations and Caltrans procedure that governs relocation, acquisition and benefits assistance. Mario is an expert in the application of funding and applicable guidelines for the relocation process including the variation of each jurisdiction. E X P E R I E N C E INTEGRATED COMMUNITY DEVELOPMENT HOUSING PROJECT Fresno Housing Authority I Fresno, CA 12018 - 2020 Mario provided relocation assistance to businesses and residential tenants for this housing development project. He provided coordination of F&E ownership, communication between the client, tenants and tenant's attorneys, prepared status reports, worked with contractors to obtain accurate estimates and prepared parcel 18 YEARS IN THE INDUSTRY information for appeal activities in cooperation with attorneys and negotiated settlement agreements. CALIFORNIA HIGH-SPEED RAIL PROJECT ■ EDUCATION California High -Speed Rail Authority I Fresno, CA 12017 - 2020 The California High -Speed Rail Authority is responsible for planning, designing, ASSOCIATES DEGREE building, and operating the first high-speed railsysteminthenation.Marioprovided Interior Design, Long Beach City relocation assistance to numerous businesses and various residential tenants. His College responsibilities included communication with the client and tenant's attomeys, working with contractors to obtain accurate estimates, preparation of status reports, review of all relocation claims, presentation of all the necessary notices. Mario's additional responsibilities included reviewing leases and determining F&E ■LICENSES ownership, acquisition of F&E, reviewing appraisals and other related documents REAL ESTATE SALESPERSON and reports, preparing parcel information for appeals and condemnation activities. State of California CA#01831032 CRENSHAW / LAX TRANSIT CORRIDOR PROJECT Los Angeles Metropolitan Transportation Authority I Los Angeles, CA 12016 - 2020 — This 8 5-mile light -rail line project includes 8 stations that will run between the Expo Line on Exposition Blvd- and the Metro Green Line. Mario provided relocation AFFILIATIONS assistance to businesses along the corridor including land use research, preparation of parcel information, preparation of claims and identification of INTERNATIONAL RIGHT-OF-WAY qualified compensable costs. ASSOCIATION (IRWA) SPANISH SPEAKING EXPERIENCED IN BUSINESS ° RELOCATION BUILDS TRUST WITH ALL PARTIES MARIO'S EXPERIENCE CONTNUED POLICE FACILITY RELOCATION ' Gardena i Gardena, CA 12017 - 2019 Mario provided relocation assistance for this commercial project which relocated a police facility. Mario provided full relocation services including coordination with the City Planning Department, client, tenants and contractors, and prepared and presented claims and all pertinent notices to facilitate the project. Mario negotiated settlements in order to complete the relocation process according to the schedule. METRO GOLD LINE Foothill Extension Construction i Monrovia. CA 12017 - 2019 Provided relocation services to residences and businesses affected by the Gold Line extension project in the cities of Arcadia and Monrovia_ Mario was the liaison between the client and tenant's attorneys, and responsible for identification of qualifying compensable items, the preparation and review of status reports, relocation claims, and working with contractors to obtain accurate estimates_ CENTENNIAL CORRIDOR IMPROVEMENT PROJECT City of Bakersfield I Bakersfield, CA 12014 - 2019 The City of Bakersfield, in cooperation with Caltrans, is building a new east -west transportation corridor for SR-58, providing a continuous alignment from SR-99 to CLOSES THE DEAL 1-5. As a Senior Agent, Mario provided relocation assistance to affected businesses, as well as coordination of F&E ownership. Mario was also responsible for preparing and reviewing status reports, relocation claims, and working with contractors to obtain accurate estimates. COMPASSIONATE AND NEW HOSPITAL PROJECT FAIR Kaiser Foundation I Irvine, CA 12015 - 2016 Mario acquired vacant land to facilitate the project construction of a new, state-of- the-art hospital. His responsibilities included land use research and review of claim fors, preparation of offer packages, review of appraisals and negotiation with property owners to acquire vacant land. Mario was also responsible for identifying public utilities and easements. FUN FACT! Mario's passion is travel and experiencing all cultures. He speaks Spanish, Portuguese and Italian. After attending law school in his hometown In Mexico, Mario traveled the world before settling in Los Angeles. He is a connoisseur of red wine and good food and enjoys cooking meals for his friends and family. JEREMY NIED, SR/WA SENIOR AGENT 20 YEARS IN THE INDUSTRY ®EDUCATION ASSOCIATE DEGREE Sierra College, Rocklin, CA eLICENSES SENIOR RIGHT-OF-WAY AGENT International Right -of -Way Association REAL ESTATE SALESMAN State of California CAN01499973 NOTARY PUBLIC State of California AFFILIATIONS - INTERNATIONAL RIGHT-OF-WAY ASSOCIATION (IRWA) Jeremy has more than 20 years experience in the right-of-way and real estate services industry. He is hands-on in his management of acquisition, business and residential relocation assistance, title review, and escrow coordination. Jeremy has worked with a wide range of public agencies and private sector clients with an emphasis on transportation, housing and flood control projects. He is experienced in negotiating with private parties, corporations, and lenders to obtain lender consents and subordination agreements. Jeremy is also experienced in property analysis and valuation. E X P E R I E N C E MULTIPLE ACQUISITION PROJECTS Fresno County Dept of Public Works and Planning I Fresno, CA 12015 - 2019 Auberry and Copper Traffic Signal Project This project consisted of installation of a new four -phase traffic signal with protected left -turn phasing at the intersection of Auberry Road and Copper Avenue- New traffic signal pole foundations and poles were also installed. Auberry Road was widened at the intersection to accommodate left -turn pockets on each approach of the intersection. There were two impacted parcels with two permanent road easements and two temporary construction permits. This project was delivered within budget and on time. Bridge Preventative Maintenace Program Scour Mitigation Project The purpose of the project was to extend the service life of seven existing bridges by installing new scour countermeasures along with other maintenance activities. Permanent maintenance easements were acquired from 14 parcels with 12 owners. Originally the County sought to acquire temporary construction easements, but later decided to pursue permanent easements. This change, along with some project redesigns, caused delays that pushed the project well past its original completion date. Jeremy Nied was sucessful in working with the parties to ultimately move the project to completion. North Avenue Reconstruction Protect From Bethel Avenue to Academy Avenue. This project consisted of improvements to North Avenue including reconstruction of the road surface with hot mix asphalt and aggregate base, construction of sidewalks, curb ramps, cross walks, curbs and gutters, storm drain construction and other miscellaneous improvements. Redesigns required creation of revised offer packages. There were five permanent easements from We owners- This project was delivered on time and within budget. Outside Main Canal Bridge on Russell Avenue Project. This project replaced the hydraulically inadequate Outside Canal Bridge with anew bridge that meets current standards and accommodates ground subsidence and satisfies Central California Irrigation District (CCID) requirements. There were Temporary Construction Permits acquired for six parcels, with a total of three owners. Jeremy sucessfully delivered this project within budget and on time. RESIDENTIAL & COMMERCIAL ACQUISITION EXPERT I I\")I I RELOCATION WIZARD © A HANDS ON MANAGER Jr A GUY YOU LIKE TO WORK 41YIIIlt"I/ WITHI MASTER OF FEDERAL I bid I AND STATE LAW FUN FACT! Jeremy used to play in a band and developed an impressive collection of guitars. He gave up the band but still loves to play and collect beautiful instruments. Music has always been a creative outlet for Jeremy and he uses creativity in his management of projects to develop Innovative strategies and out of the box thinking. JEREMY'S EXPERIENCE CONTNUED OAK RIDGE DRIVE BRIDGE REPLACEMENT PROJECT City of Rose%. Roseville, CA 12017 - 2020 Jeremy Nied was responsible for managing the right-of-way plan and day-to-day management including acquisition negotiations and settlements, appraisal and review appraisal coordination, title and escrow coordination, and preparation of all necessary acquisition documents and deeds. This project included 7 temporary construction easements and 1 partial fee take. All rights were obtained under budget, ahead of schedule, and without legal action MIDDLE CREEK FLOOD DAMAGE REDUCTION AND ECOSYSTEM RESTORATION Lake County Water Resources Department I Lakeport, CA 12011 - Ongoing The initial phase of this project required acquisition from 15 parcels and relocation of 6 residential households and 3 businesses in accordance with State and Department of Water Resources regulations. Challenges included finding appropriate replacement dwellings that would allow for continuation of small farming businesses and working with lenders as many of the property owners were in negative equity situations. Jeremy is currently managing the next phase of the project, which consists of the acquisition of 46 parcels from 26 owners. Monument is providing full appraisal and acquisition services in support of the project. COMMERCE AVENUE COMPLETE STREETS PROJECT City of Concord I Concord, CA 12018 - 2019 The project included pavement rehabilitation and complete streets improvements on Commerce Avenue, from Concord Avenue to Galaxy Way. The improvements included installation of a Class III bike route, ADA compliant sidewalk/driveway improvements, improved street lighting, and improved access to transit. Jeremy performed waiver valuations and provided acquisition services for both permanent and temporary easements, and coordinated escrow services. WILLOW AVENUE WIDENING PROJECT This project consisted of the widening of general purpose lanes in a two mile stretch of Willow Avenue between East Shepherd and East Copper Avenues. The purpose of this project was to improve the flow of traffic and road safety by adding a designated bike lane. In addition, the City installed curbs, gutters, and street lighting improvements. Jeremy was responsible for the acquisition of eleven partial fee takes and an additional drainage easement during course of project Other services he provided included owner negotiations and settlements, waiver valuations, appraisal coordination, title and escrow coordination, and preparation of all necessary acquisition documents and deeds. E. 4TH STREET 7 PRATER WAY BUS RAPID TRANSIT PROJECT Regional Transportation Commission of Washoe County I Reno, NV 12015 - 2017 Jeremy assisted in providing RTC with the acquisition of 172 permits to enter and construct. 41 permanent easements, 43 temporary construction easements, 32 public utility easements, 3 rights of entry/permits with UPRR, and 5 personal property moves, all in accordance with state and federal regulations. Challenges included working primarily with business owners who were in opposition to the project due to the reduction of traffic lanes to provide for a dedicated bus rapid transit lane and the impact to their businesses during the construction of the project. RAMIE DAWIT SENIOR AGENT 14 YEARS IN THE INDUSTRY EDUCATION BACHELORS DEGREE Communications, California State Polytechnic University ■LICENSES REAL ESTATE BROKER State of California CA#01144860 NOTARY PUBLIC State of California ■AFFILIATIONS INTERNATIONAL RIGHT-OF-WAY ASSOCIATION (IRWA) WOMEN'S TRANSPORTATION SEMINAR (WTS) Ramie is experienced in all aspects of real estate and right-of-way management including property negotiations, relocation assistance, title and escrow, appraisal methodologies, utility relocations, property management and certification. She has successfully managed the acquisition and relocation of over 5,000 cases spanning her 14 year career and is well versed in the application of all state and federal laws, including implementation of the Caltrans Manual and FfA guidelines. In addition to having managed multiple large and small scale design build and design bid build projects, she provides detailed project management plans, cost estimates and budgetary reports for large public sector projects and has demonstrated experience with resolution of right-of-way encroachment issues, utility verifications and relocations, and formulating risk mitigation strategies. E X P E R I E N C E WEST VALLEY CONNECTOR BUS RAPID TRANSIT PROJECT San Bernardino County Transportation Authority 1 San Bernardino, CA 1 2020 - Ongoing This is a 35 mile long street widening to accommodate a bus travel lane including 60 station platforms and 33 intersection improvements. Ramie is the Project Manager responsible for the oversight and management of the program and four Consultant teams- She is responsible for preparation of the RAMP, bid documents for appraisal, right-of-way engineering and right-of-way services. Ramie drives the schedule and works collaboratively with the client to deliver the project. CALIFORNIA HIGH SPEED -RAIL PROJECT California High -Speed Rail Authority I Fresno, CA 12016 - Ongoing The California High -Speed Rail Authority is responsible for planning, designing, building, and the operation of the first high-speed rail system in the nation. Ramie was part of the consultant team providing right-of-way support on Construction Package 1, a 23-mile segment between Avenue 19 in Madera County to East American Avenue in Fresno County. She organized and managed an intense conveyance and permit process for the Authority preparing and tracking over 1000 conveyance packages including coordination with owners, utilities and stakeholders. 1-10 EXPRESS LANES PROJECT San Bernardino County Transportation Authority I San Bernardino, CA 12017 - 2019 Ramie was the Project Manager and managed the acquisition services to over 200 properties affected by this design -build freeway widening project. She was responsible for the coordination with acquisition and relocation teams, escrow, title, and appraisal firms. Ramie maintained a monthly project schedule and controlled right of way capital costs. STATE ROUTE 91 CORRIDOR IMPROVEMENT H �arsid ..v ( i o ',' Aon I Riverside, CAI 2012- 2017 This was a high -profile, politically sensitive design -build project involved over 450 partial and full acquisitions with varying degree of difficulty, and approximately 260 residential and business relocations. This project widened approximately 16 STRONG MANAGEMENT TZ SKILLS AND EXPERIENCE 71 WELL VERSED IN UNIFORM ACT EXTENSIVE CALTRANS GCS EXPERIENCE RAMIE'S EXPERIENCE CONT NUED miles of active highway through the urbanized area of Corona and the County of Riverside. Ramie was responsible for project coordination and assisted with management of all elements of the right of way acquisition for this project. CENTENNIAL CORRIDOR IMPROVEMENT PROJECT City of Bakersfield I Bakersfield, CA 12013 - 2016 The City of Bakersfield, in cooperation with Caltrans, is building a new east -west transportation corridor for SR-58. Ramie took on a unique roll to manage an intense amount of data and document needs in a compressed time frame. Ramie provided coordination and preparation of over 100 acquisition and relocation documents through management of the project controls department that managed the project schedule, budget, quality controls procedures and production of real estate documents. Ramie also provided escrow coordination assistance, for both real property and business interests. 1-15 @ FRENCH VALLEY PARKWAY INTERCHANGE PROJECT City of Temecula I Temecula, CA 12011 - 2014 As Project Manager, Ramie managed the right-of-way acquisition process with TY Lin which involved over 20 partial acquisitions of commercial, industrial and CONFIDENT LEADER OF vacant land properties. Her responsibilities including oversight of the appraisal, SLARGE TEAMS acquisition, escrow and right-of-way certification process. OMNITRANS sbX E STREET RAPID BUS TRANSIT PROJECT Cities of San Bernardino/Loma Linda/SBCTA I San Bernardino, CA 12010 - 2013 SKILLED IN BRINGING Ramie worked as the Omnitrans Right -of -Way Manager supporting Federal Transit ADVERSARIES Administration (FTA) oversight of the acquisition process. The project involved approximately 152 permanent and temporary takes and included transit planning, TOGETHER public relations, architectural/engineering, environmental clearance, preliminary engineering, and final design. The enhanced rapid transit service enhances bus transit from California State University, San Bernardino, to the Loma Linda Medical CenterNeterans Hospital along the E Street. Hospitality Lane corridor. -fir. FUN FACT! Ramie is originally from Eritrea, a small country in East Africa. She was born during the Eritrean War of independence and both of her parents were freedom fighters. The Eritreans fought for independence from Ethiopia for over 20 years. Ramie, her sister and parents moved to the United States when she was a young child. Ramie speaks three languages and remains active within the Eritrean community. SR-91 HOV IMPROVEMENT PROJECT Riverside County Transportation Commission Riverside I Riverside. CA 1 2010 - 2013 Ramie served as a Senior Acquisition Agent and obtained Right of Entry Grants for over 30 properties and acquisition services to over 80 properties affected by this highway widening project This included coordination with escrow, title, appraisal, and environmental fines- She maintained a monthly project schedule and obtained various temporary permits from commercial landowners, public agencies. BNSF and Union Pacific Railroad Companies_ Preparation of certification forms for various parcel groups which requires coordination with project managers and staff and utility and demolition staff. HWY 86 TRANSMISSION PIPELINE PROJECT - AVE 74 TO AVE 86 Coachella Valley Water District I Coachella Valley. CA 12010 - 2012 This unique project required acquisition of tribal land to support the burial of transmission lines. Ramie acquired 3 parcels of Indian Land which required coordination with both Indian tribes and Bureau of Indian Affairs (BIA)_ She provided all acquisition services including escrow coordination and title clearance for the acquired properties. TIM MCCLOUD AGENT Tim has 6 years of experience as an agent handling all aspects of acquisition, relocation, escrow coordination, document preparation, data management, and title review and analysis. Tim has been involved in real estate transactions ranging from property acquisition to development and disposition. In his short time working projects, Tim has worked on significant projects throughout California and is an expert at analysis and synthesis of large amounts of data. He provides solutions to issues and is results driven. Tim correctly interprets appropriate laws, rules, y regulations and policies to ensure legal compliance. Tim has worked with a wide c range of public agencies with emphasis on Vansportation. t nyy E X P E R I E N C E STATE ROUTE 55 IMPROVEMENT PROJECT Orange County Transportation Authoi :nge CA 12018 - Ongoing The project will widen SR-55 between 1-405 and 1-5 to reduce traffic congestion and improve mobility and traffic operations of an existing 4 mile stretch of the SR-55. Tiim's role includes project coordination, preparation of offer packages, coordinating and ordering appraisals, completing escrow and title coordination. 6 YEARS IN THE INDUSTRY market research, progress report preparation and file documentation. INTERSTATE 10 EXPRESS LANES PROJECT San Bernardino CountyTran Authors 1�arnardino, CA 12017 - Ongoing Tim was responsible for preparation of acquisition documents, offer packages E U U C A l i 0 N and purchase contracts. He coordinated escrow closings, participated in client BACHELORS DEGREE meetings and provided support to project management in various aspects of title Business Administration, California and escrow coordination. Tim collaborated with escrow and title officers, acquisition State University, Long Beach agents, project support staff and the client to ensure project requirements and deadlines were met and the team was on schedule. Tim was also responsible for - - -- - -- -- - - - - - -- securing full and partial reconveyance instruments from lien holders of record. This project expanded the 1-10 to add express lanes in each direction from the Los LICENSES Angeles County Line to the 1-15. REAL ESTATE SALESPERSON State of California INTERSTATE 405 IMPROVEMENT PROJECT CA#02081711 Orange -.7 Transportation, .V J Orange, CA 12015 - Ongoing NOTARY PUBLIC Tim provides supportto the project management team for this design -build project State of California that will widen approximately 16 miles of active freeway between the SR-73 freeway in Costa Mesa and 1-605 near the L.A. County line. The project involves more that 250 properties. Tim supports the project in various aspects of title and escrow coordination including title abstracts, review of documents and encumbrances on AFFILIATIONS title reports. He reviewed plotted easements, pare downs and title report/litigation . guarantee reports and collaborated with project management, escrow and title INTERNATIONAL RIGHT-OF-WAY officers, acquisition agents, support staff and clients toensure project requirements ASSOCIATION (IRWA) and deadlines were satisfied. TIM'S EXPERIENCE CONT NUED METRO GOLD LINE Foothill Extension Construction I Monrovia, CA 12020 - Ongoing EXPERT IN ESCROW AND Tim provided relocation services to businesses affected by the Gold Line extension 1=1Cifl project. Additional responsibilities included communication with the Client and �Y TIC tenant's attorneys, preparing and reviewing Status Reports and preparing relocation claims, working with contractors to obtain accurate estimates, identifying Fodures & Equipment and Movable items that would be relocated and qualified for payment. no OBSESSED WITH ATTENTION ONTARIO TUNNEL PROJECT oo TO DETAIL San Bernardino County Tran. Authority I San Bernardino, CA 1 2020- Ongoing This design -build project includes the design and construction of a 3 mile tunnel transit modal connector which will connect the Metrolink station in Rancho Cucamonga to the Ontario Airport. Tim is instrumental in providing right-of- way acquisition support services including appraisal coordination, acquisition, relocation, condemnation support, cost estimating and development of the design ° PP 9 P o = A STICKLER FOR THE RULES build procurement documents. LOSSAN IMPROVEMENT PROJECT The LOSSAN Rail Corridor Agency I Orange. CA 1 2020 - Ongoing EXPERIENCED IN ACQUISITION AND Monument is part of the program management team responsible for ongoing right - of -way and real estate support. This commuter passenger rail will connect San Luis RELOCATION Obispo to San Diego. This project will add a second track parallel to the existing track, and the addition of multiple stations along the train route. Tim is an integral part of the Monument Team responsible for right-of-way, support services including appraisal coordination, acquisition, relocation, condemnation support, cost ......... TRUSTWORTHY AND estimating and development of the design build procurement documents. FRIENDLY CALIFORNIA HIGH-SPEED RAIL PROJECT Hiji'-'pudi Roo Au . _A 1 2019- Ongoing Tim is part of the consultant team providing right-of-way support an Construction Package 1, a 23-mile segment between Avenue 19 in Madera County to East American Avenue in Fresno County- He manages an intense conveyance and permit process for the Authority preparing and tracking over 1000 conveyance packages including coordination with owners, utilities and stakeholders. FUN FACT! CENTENNIAL CORRIDOR IMPROVEMENT PROJECT City of Bakersfield I Bakersfield. CA 12015 - 2020 The City of Bakersfield, in cooperation with Caltrans, is proposing to build a new Tim is passionate about experiencing all east -west transportation corridor for SR58, providing a continuous alignment from SR-99 to I-5. Tim provided relocation assistance to affected businesses including things cultural. He enjoys travelling the claims processing and F&E inventory review. Tim was also responsible for world and studies world religions, cuisine management of a team of document processors who handle right-of-way document preparation. He also provided title and escrow coordination and support. and language. He enjoys cooking exotic foods Including Middle Eastern, Thal, INTERSTATE 15 AT FRENCH VALLEY PARKWAY INTERCHANGE PROJECT City of Temecula I Temecula. CA 12016 - 2018 Japanese and Indian food. Fun fact about This interchange project involved over 20 partial acquisitions of commercial, Tim... he spent most of his childhood and industrial and vacant land properties. Tim assisted with project coordination, young adulthood training and competing preparation of offer packages, coordinating and ordering appraisals, and completing escrow and title coordination on a men's gymnastics team. RYAN MENDOZA AGENT >� srrile'y s3 1 3 YEARS IN THE INDUSTRY Ryan has 3 years of experience as a project coordinator. He is experienced in disseminating project information, managing large quantities of data and developing and maintaining project deliverables under the direction of the Project Manager and client. His responsibilities include coordinating project materials, research and fact-finding, generating schedules, preparing reports, managing meeting minutes, updating project information, scheduling meetings, conferences, and other project -related events. Ryan has demonstrated competency in document and data management, overall project support, coordination of projects and quality control of document systems. He is a highly organized and detail -oriented individual that uses discretion, good judgment, personal motivation and the ability to work independently to advance the success of many projects. E X P E R I E N C E INTERSTATE 405 IMPROVEMENT PROJECT Orange County Transportation Authority I Orange, CA Ryan currently provides administrative support to the Project Manager for this design -build project that will widen approximately 16 miles of active freeway between SR-73 in Costa Mesa and 1-605 near the LA County line. The project involves more that 250 properties. He is involved in the preparation of project reports, property research and complication of parcel information. RIVERFRONT EXPANSION PROJECT City of West Sacramento I West Sacramento, CA E D U C AT 1014 Ryan was responsible for coordinating all preliminary project tasks such as ordering i- BACHELORS DEGREE title reports and appraisals for use in negotiating real property acquisitions and Finance, California State preparing notice of intent to appraise documents, offer packages, agreements and University. Fullerton other documents involving right-of-way.. METRO GOLD LINE LICENSES Foothill Extension Construction I Monrovia, CA Ryan provided relocation services to businesses affected by the Gold Line REAL ESTATE SALESPERSON extension project in the City of Arcadia, and businesses and residences in the State of California (Pending) City of Monrovia. Additional responsibilities included communication with the Client NOTARY PUBLIC and tenant's attorneys, preparing and reviewing Status Reports and preparing State of California (Pending) relocation claims, working with contractors to obtain accurate estimates, identifying Fixtures & Equipment and Movable items that would be relocated and qualified for payment. ®AFFILIATIONS STATE ROUTE 91 CORRIDOR IMPROVEMENT PROJECT INTERNATIONAL RIGHT-OF-WAY Riverside County Transportation Commission I Riverside, CA ASSOCIATION (IRWA) Ryan assisted with executing rental agreements, rent collections, property WOMENS TRANSPORTATION maintenance, tenant disputes, oversight of vendors, and tenant screening. He SEMINAR (WTS) provided oversight of monthly maintenance, debris removal, weed and graffiti abatement and assisted in overseeing environmental remediation, security services, tenant improvements and repairs, fencing, board -up and locksmith services, paving and striping and hazardous waste removal. KRISTINE SANDER PROJECT SUPPORT 6 YEARS IN THE INDUSTRY EDUCATION BACHELORS DEGREE Human Development and Family Services, Oregon State University, Corvallis, OR ■LICENSES REAL ESTATE SALESPERSON State of California (Pending) NOTARY PUBLIC State of California (Pending) AFFILIATIONS INTERNATIONAL RIGHT-OF-WAY ASSOCIATION (Ill Kristine has 6 years of experience in many aspects of the professional real estate industry. Her role as a project coordinator has contributed to her expertise and knowledge of project disciplines including disseminating project information, project management, developing and maintaining project deliverables under the direction of the project manager and client. Her responsibilities include coordinating project materials and research, generating schedules reports, managing meeting minutes, updating project information, scheduling meetings, conferences, and other project related events. She is an organized and detail -oriented individual that uses discretion, good judgment, and the ability to work independently to advance the success of many projects. EXPERIENCE INTERSTATE 405 IMPROVEMENT PROJECT Orange County Transportation Authority I Santa Ana, CA 12015 - Ongoing Kristine is a project coordinator providing administrative support to the Project Manager for this design -build project thatwill widen approximately 16 miles of active freeway between SR-73 in Costa Mesa and 1-605 near the L.A. County line. The project involves more that 250 properties. Kristine was involved in the preparation of project reports, property research and complication of parcel information. STATE ROUTE 55 IMPROVEMENT PROJECT Orange County Transportation Authority I Santa Ana. CA 12018 - Ongoing Kristine's role includes project coordination, preparation of offer packages, coordinating and ordering appraisals, completing escrow and title coordination, market research, progress report preparation and file documentation. CALIFORNIA HIGH-SPEED RAIL PROJECT California High -Speed Rail Authority I Fresno, CA 12019 - Ongoing Kristine is part of the consultant team providing right-of-way support on Construction Package 1, a 23-mile segment between Avenue 19 in Madera County to East American Avenue in Fresno County. She manages an intense conveyance and permit process for the Authority preparing and tracking over 1000 conveyance packages including coordination with owners, utilities and stakeholders. BRISTOL STREET WIDENING City of Santa Ana I Santa Ana, CA 1 2018- 2019 Kristine assisted with executing rental agreements, rent collections, property maintenance, conducted property & vacancy inspections, coordinating utility shut -offs, conducting fair market rate studies and more. She also acted as liaison between City staff, vendors, tenants and various other entities. STATE ROUTE 91 CORRIDOR IMPROVEMENT PROJECT - - .. emission I Riverside. CA 12015 - 2019 Kristine assisted with executing rental agreements, rent collections, property maintenance, tenant disputes, oversight of vendors, and tenant screening. She provided oversight of monthly maintenance, debris removal, weed and graffiti abatement and assisted in overseeing environmental remedtation, security services, tenant improvements and repairs, fencing, board -up and locksmith services, paving and striping and hazardous waste removal. Appendix ATTACHMENT 3-1: NON -COLLUSION AFFIDAVIT CERTIFICATIONS 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 also constitute signature of this Non -collusion Affidavit. BIDDERS are cauti9ned That Waking a false certification may subject the certifier to criminal prosecution. Signed State of California 1 County of — 'e Ct"HOLO-W _ of 20_, by Subscribed and sworn t°proved to neon theaffirmed) before basis of satisfactory evidence to be the persons) who appeared before me. Notary Public Signature Notary Public Seal Page AM Appendix ATTACHMENT 3-2« NON -LOBBYING CERTIFICATION CERTIFICATIONS 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 tederal agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with the awarding or 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. Fir, Monument ROW, Inc Signed and Printed Name: Amber Costello Title president Date 7/27/2021 -�q P City of Santa Ana RFP Page A3.2 Appendix ATTACHMENT 3-3: NON-DISCRIMINATION CERTIFICATION CERTIFICATIONS 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 d 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 g agreement or other contract or understanding, a notice to be provided advising collective bargainin 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. ve Order 4 aThe nd Consultant shall compy regulations` and relevant e all provisions orders of the Secretary of Labor. 46 of September 24, 1965, he uired by Executive Order 1246 of 5. September Consultant t196511andnby rulesish all nregulat ons, and ordersformation and reports ofhe Secretary of habor, orlpu pursuant i thereto, and will permit access to hi Q es of ir boks, records, and accounts by the nvest gat on, to ascertain co pliancewith such rules, and the Secretary of Labor for pure regulations, and orders. ct 6. In the event of the Consultant's non-compliance with thhe contact may be canceled, terminated, iscrimination clauses of this aor or with any of the said rules, regulations, ul orders, suspended in whole or in part and the Consultant may be declared 'sneligible for further Government contracts or federally assisted construction contracts in accordance with procedures authorized in Execution Order fly a is 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 7 f in everyhe tense immediately purchase ding runless exempted peed the provisions of paragraphs (1) through() Page A3-3 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: Amber Costello Title: President 41 rbqy— Firm: Monument ROW, Inc Date: 7/27/2021 City of Sanl Page JURAT 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 California County of Oifo U 9 P Subscribed and sworn to (or affirmed) before me on this i day of oc 20_ZL by proved to me on the basis of satisfactory evidence to be the person(s) who appeared before me. �_0 l Signature (Seal) OPTIONAL INFORMATION DESCRIPTION OF THE ATTACHED DOCUMENT h400UlW6'J 3— a (Ttle a description of attached document) (T9e or description of aflached document continued) Number of Pages _ Document Date Additional information ILWIEU BORBE haxq PAIC-CyiiarNa Orange Canty .• Commwsen s 2227559 k!r Cwnni Erprts im 31, 2p2 INSTRUCTIONS The wording of all Jumts completed in California after January 1, 2015 must be in the form as set forth Within this Jumt There am w exceptions. Na Juml to be completed does nor fotbw this form, the notary must correct the verbyage by using ejumt stamp containing the cooed wording or attaching a separate juml form such as this one with does contain the proper, wording. In addition, the notary must require an oath or affirmation from the document signer regarding the truthfulness of the contents of the document The document must be signed AFTER the oath or al falbi. If the document was previously signed, it must be ra-signed in front of the notary public during the jurat process. • State and county Information must be the slate and county where the document signer(s) personally appeared before the notary public. • Date of notarization must be the date the signer(s) personally appeared which must also be the same date the jurat process is completed. • Print the name(s) of the document signer(s) who personally appear at the time of notarization. • Signature of the notary public must match the signature on file with the once of the county clerk. • The notary seal Impression must be clear and photographically reproducible. Impression must not cover text or lines. if seal impression smudges. re -seal if a sufficient area permits, otherwise complete a different jurat form. 1,. Additional Information Is not required but could help to ensure this jurat Is not misused or attached to a different document. Indicate title or type of attached Document, number of pages and date. • Securely attach this document to the signed document with a staple. 2015 Version 1w,.v.NotaryClasses.com 800-873-9865 Local Assistance Procedures Manual Exhibit 10-01 Consultant Proposal DBE Commitment ExErmrT 10-01 COrSULTAN-r PROPOSAL DBE Co,%fufT- lErN-r 1. Local Agency: City of Santa Ana 2. Contract DBE coal_ 3. Project Description. 4. Project Location. 5_ Consultants Name. Monument ROW, Inc 6. Prime Certified DBE- 0 7. Description of Work, Service, or Materials Supplied 8. DBE Certification Number 9. DBE Contact Irdo rnabon 10. DBE % Right of Way Services 46456 14arnma4 now. im =. , D Ye 300 sra 2w asm 0 100 /o Local Agency to Complete this Section IT Local Agency Contract Number 18_ Federal -Aid Project Number: 11. TOTAL CLAIMED DBE PARTICIPATION 100 % 19. Proposed Contract Execution Date_ 20. Consultant's Ranking after Evaluation this form is complete and accurate_ Loral Agency certifies that all DBE certifications are valid and information on"12111 IMPORTANT. Identify all DBE firms being claimed for credit, er Written confirmabon of each listed DBE is 7/27/2021 MSignature s 13_Date Amber Costello 562.260.0507 14. Preparer's Name 15. Phone President 16_ Preparors TNe DISTRIBUTION. Original - Included Valli consultants proposal to local agency. ADA Notice: For mdrviduals wren semM disagTi ie Oars document is avallame in alternate formats. For I nrom hw cad (916) 654E4,0 a TOD (916) 654- 3880 m wMe Records arrd Farms Managcvnen4 ,120 N Street, MS-89, Sacramenlo. CA 958% LPP 18-01 Page 1 of 2 Januar92019 THANK YOU FOR YOUR CONSIDERATION monumentrow.com 200 SPECTRUM CENTER I SUITE 300 1 IRVINE. CA 92618 EXHIBIT C COMPENSATION AND COST PROPOSAL Page 19 Local Assistance Procedures Manual DWt# t la 10-H2 CoProposal EXHIBIT 10-H2 COST PROPOSAL Conwitant: Monument ROW, Inc. 0 Prime Consultant Q Subconwltant ©nd Tier Subconsultant Project No. RFPtf 21-075 Contract No, Participation Amount $ Date: 9/27/21 Fee - 10% BI W NG INFORMATION t®dBd IIovI 611i Rates Y ng Effective Date M Harly R� --- % Fswlatian Increase Actual Hourly Rate an for Average Hourly Rate Hourly Range for Class Name/Classi0cation Stralgid Overtime Fran To Joey Mendoza Pr nc pa/Project Manager WA 7/1121 6130/22 $ 108A7 9WA 3 F WA WA 7/1/22 7/1123 711124 7111M 8/30/23 6130124 6130125 6130126 3.00% 3.00% 3.00% 3.00% $ 111.42 $ 114.76 $ 118.20 $ 121.75 $ - - S - - _ S _ $ $4WA $ - SDaniela Babe Project Manager 3 6 6 WA WA WA 7/1121 711122 711123 SM22 6/30123 613=41 3.00% 3.OD% $ 81.31 $ 83.75 $ 86.28 $ - - S $ - S4 $ 211-40 WA WA 711124 711l25 6130/25 6130126 3.00% 3.00% $ 88-85 $ 91.52 $ - S $ - - S - Patti First Reocaton Lead $ 149.92 $ 154A2 WA WA 711121 711122 6130122 6I30123 3.00% $ 64.90 $ 66.85 - $ - S - $ 159.05 $ 163.82 $ 168.74 WA WA WA 711123 711124 711125 6/30124 6130/25 H130/26 3.00% 3.00% 3.DD% $ 68.85 $ 70.92 $ 73.05 $ - - S " $ - - S - $- July Yokogawa Acqu s t on Lead $ 1 33.65 $ 106.76 NIA WA 711121 711122 6130M 6130M 3.00% $ 4487 $ 46.22 $ - - $ - $ 109.96 $ 11326 $ 116.66 WA WA WA 7/1123 711124 7/1/25 BM24 8/30125 6130126 3.00% 3.00% 3.00% $ 47.60 $ 49.03 $ 50.50 $ - - S $ - - S $ - - $ - Mario Come Sen or Re scat onlAcqu s t on Agent $ 94.41 $ 97.24 WA WA 7/1121 711M 6/30/22 6130123 3.00% $ 40.87 $ 42.10 $ - $ Local Assistance Procedures Manual EXHIBIT 10-1-12 Cost Proposal EXHIBIT 10-R2 COST PROPOSAL Consultant: Monument ROW, Inc. E Prime Consultant Q Subconsultant ©nd Ter Subconsultant Project No. RFP921-075 Contract No. Participation Amount$ BILLING INFORMATION Date: 9/27/21 Fee - 10% uuwrnuun ervroRNNPON Effective Date of rla rl y Rate % Escalation Increase Actual Harrly Rate oandler Average Hrly Harly Range for pass NamelClassification Loaded Hourly Billing Rates StrYglt OBrn uere From To Rate Tim M<Cloud Acquisition a;enl Lami Stigan Arco s I on Agent Jesse Ortiz SenorReocatonlAcqu=_ton Agent Kristine Sander Project Caord nator $ 100.16 S 103.16 $ 106.26 $ 7219 WA WA WA WA 711/23 711124 7/1125 71121 6/311124 6/30/25 6130126 6/3022 3.00% 3.00% 3.00% $ 43.36 $ 44.66 S 46.00 $ 31.25 S - S S - S - S - S $ 74.35 S 76.58 S 78.aff S 81.25 $ 78.38 WA WA WA WA WA 711122 7/123 7/1124 7/1125 711121 W30123 6/3W24 6/3025 6/30/26 6/3022 3.00% 3.00% 3.00% 3.00% $ 32.19 $ 33.15 $ 34.15 $ 35.17 $ 33.93 $ $ $ _ S - $ _ $ $ - $ $ 80.73 $ 83.15 $ 85.65 S 88.22 $ 111.04 WA WA WA WA WA 711/22 7/1/23 711124 7/125 7/1121 6130123 6/30124 6/30/25 6/3W26 6/3022 3.00% 3.00% 3.OD% 3.00% $ 34.95 $ 36.00 $ 37.08 $ 38.19 $ 48.07 S S $ - S $ $ -_ $ S $ - $ 114.37 $ 117.80 $ 127.34 $ 1. 51 $ 51.21 21 S SZ75 $ H33 $ 55.96 WA WA WA WA WA WA WA WA 7/1122 7/123 711124 712 711/21 7/1122 7/123 71124 6/30/23 6/30124 6/30/25 6/30126 613d22 6/30/23 6I3WA 6/30/25 3.00% 3.009L 3.D0% 3.00% 3.00% 3.00% 3.00% Is $ 49.51 $ 51.00 $ $2,55 $ 54.10 $ S 22.84 $ 23.52 24.23 $ $ $ _ $ - $ S _ $ S22.17 $ $ S $ _ $ EXHIBIT 10-1-12 Local Assistance Procedures Manual Cost Proposal EXHIBIT 10412 COST PROPOSAL Consultant: Monument ROW, Inc. 0 PrimeConwltaet Q Subconsultant ©nd Tier Subconwltant Project No. RFPN 21-075 Contract No- Participation Amount$ Date: 9/27/21 Fee - 10% BIWNG INFORMATION •'�`w"•"�'-' Actual Hourly Rate Effective Date of HmalY %Escalation andlor Average Heurly Name/Classification Loaded Hourly Billing Rates Rate Increase Rate EE straigit Overtime Fran To S 57.64 WA 711125 6130/26 3.00% S 24.95 $ - S $ 64.40 WA 7/1/21 813(m $ 27.88 $ - Tiffany Mccicud $ 66.33 WA 711122 8130/23 3.0D% $ 28.72 $ - S Pro;=_ct Ccore namr $ 6&32 WAj7/1125 6130124 &00% S 29.58 $ - S - S 70-37 WA 6130125 3.00% S 30.47 It - S S 7249 WA 813d26 3-00% S 31.38 $ - S$ 69.30 FYA 6/30122 $ 30.00 $ $ 71.38 WA 6/30123 3.00% $ 30.90 $ -$$ 7&52 WA 6130124 3.OD% $ 31.83 S - $ $ 75.73 WA 6I30/25 3.00% $ 32.78 $$ 7g,g0 FYA 6/30/26 3.00% $ 33.T7 $ - $ a tle de steels la Fmeaida strnsura¢frms. 1. Names artl .fcatacdr,aauts,It s�leam manbers mrslbe sled w scgar 2B ngrale=acWa bnr Yrde•(H ICR)•(1•Fee).AgreeaWmD ng roes seraaQasNDeioras ismdcox al. 3. Fs rsmetlemp vlees aver tlwace® Dor Y rtle. Fa a ass IcddsmY. eKS asalsa9ehar Y rate Mr Mat toss lvam Nde: •DaMea emPN'�subjed MAwa ng wagew MenaVs sks ('( •Fs •OMSDred Cast dn9.ssapme2d MSFaD Dt Local Assistance Procedures Manual Exhibit 10-02 Consultant Conti -act DBE Commitment EXHIBIT 10-02 CONSIfLTANT CONTRACT DBE C ONIMITMENT 1. Local Agency: City of Santa Ana 2. Contract DBE Goal: 8% 3. Project Description: Right of Way On -Call Bench 4. Project Location: City of Santa Ana 5. Consultant's Name: MOnUment ROW, Inc. 6. Prime Certified DBE: 5d 7. Total Contract Award Amount: $149,500 S. Total Dollar Amount for "LL Subconsultants: $ 0.00 9. Total Number of ALL Subconsullants: 0 10. Description of Work, Service, or Materials Supplied 11. DBE Certification Number 12. DBE Contact Information 13. DBE Dollar Amount Right of Way Services, including property acquisition and relocation assistance 46456 Monument ROW, Inc. 200 Spectrum Center, Suite 300 . 149,500.01 nA Local Agency to Complete this Section 14, TOTAL CLAIMED DBE PARTICIPATION $149500 20. Local Agency Contract Mumhor 21. Federal -Aid Project Number 22. Contract Execution nata 100.00 % Local Agency certifies that all DBE certifications are valid and information on this form is complete and accurate. IMPORTANT: Identify all DBE firms being claimed for credit, f tier. dttegonflaflon of each listed DBE is reO15--epa re 23. Local Agency Representative's Signature 24. Dale 9/27121 re Signature � 6. —Date 25. Local Agency —Representative's Name 26. Phone Amber Costello 562-260-0507 17. Preparer's Name 16. Phone 27. Local Agency Representative's Title President 19. Preparer's Title DISTRIBUTION: 1. Original — Local Agency 2. Copy — Caitrans District Local Assistance Engineer (DLAE). Failure to submit to DLAE within 30 days of contract execution may result in de -obligation of federal funds on contract. ADA Notice: For individuals with sensory disabilities, his document is available In alternate formats For Information call (916)654.6410orTDD(916)654- 3880 or write Records and Forms Management, 1120 N Street, MS-89, Sacramento, CA 95814. Page 1 of 2 July 23, 2015 Local Assistance Procedures Manual Exhibit 10-02 Consultant Contract DBE Commitment INSTRUCTIONS — CONSULTANT CONTRACT DBE COMMITMENT CONSULTANT SECTION 1. Local Agency - Enter the name of the local or regional agency that is funding the contract. 2. Contract DBE Goal - Enter the contract DBE goal percentage as it appears on the project advertisement. 3. Project Description - Enter the project description as it appears on the project advertisement (Bridge Rehab, Seismic Rehab, Overlay, Widening, etc). 4. Project Location - Enter the project location as it appears on the project advertisement. 5. Consultant's Name - Enter the consultant's firm name. 6. Prime Certified DBE - Check box if prime contractor is a certified DBE. 7. Total Contract Award Amount - Enter the total contract award dollar amount for the prime consultant. 8. Total Dollar Amount for ALL Subconsultants — Enter the total dollar amount for all subcontracted consultants. SUM = (DBEs + all Non -DBEs). Do not include the prime consultant information in this count. 9. Total number of ALL subconsultants — Enter the total number of all subcontracted consultants. SUM = (DBEs + all Non -DBEs). Do not include the prime consultant information in this count. 10. Description of Work, Services, or Materials Supplied - Enter description of work, services, or materials to be provided. Indicate all work to be performed by DBEs including work performed by the prime consultant's own forces, if the prime is a DBE. If 100% of the item is not to be performed or furnished by the DBE, describe the exact portion to be performed or furnished by the DBE. See LAPM Chapter 9 to determine how to count the participation of DBE firms. 11. DBE Certification Number - Enter the DBE's Certification Identification Number. All DBEs must be certified on the date bids are opened. 12. DBE Contact Information - Enter the name, address, and phone number of all DBE subcontracted consultants. Also, enter the prime consultant's name and phone number, if the prime is a DBE. 13. DBE Dollar Amount - Enter the subcontracted dollar amount of the work to be performed or service to be provided. Include the prime consultant if the prime is a DBE. See LAPM Chapter 9 for how to count full/partial participation. 14. Total Claimed DBE Participation - $: Enter the total dollar amounts entered in the "DBE Dollar Amount" column. %: Enter the total DBE participation claimed ("Total Participation Dollars Claimed" divided by item "Total Contract Award Amount"). If the total % claimed is less than item "Contract DBE Goal," an adequately documented Good Faith Effort (GFE) is required (see Exhibit 15-H DBE Information - Good Faith Efforts of the LAPM). 15. Preparer's Signature - The person completing the DBE commitment form on behalf of the consultant's firm must sign their name. 16. Date - Enter the date the DBE commitment form is signed by the consultant's preparer. 17. Preparer's Name - Enter the name of the person preparing and signing the consultant's DBE commitment form. 18. Phone - Enter the area code and phone number of the person signing the consultant's DBE commitment form. 19. Preparer's Title - Enter the position/title of the person signing the consultant's DBE commitment form. LOCAL AGENCY SECTION 20. Local Agency Contract Number - Enter the Local Agency contract number or identifier. 21. Federal -Aid Project Number - Enter the Federal -Aid Project Number. 22. Contract Execution Date - Enter the date the contract was executed. 23. Local Agency Representative's Signature - The person completing this section of the form for the Local Agency must sign their name to certify that the information in this and the Consultant Section of this form is complete and accurate. 24. Date - Enter the date the DBE commitment form is signed by the Local Agency Representative. 25. Local Agency Representative's Name - Enter the name of the Local Agency Representative certifying the consultant's DBE commitment form. 26. Phone - Enter the area code and phone number of the person signing the consultant's DBE commitment form. 27. Local Agency Representative Title - Enter the position/title of the Local Agency Representative certifying the consultant's DBE commitment form. rug.. v.c July 23, 2015