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HomeMy WebLinkAbout2017-01-24 - AGENDA REPORTS - CCCC RELOCATION SVCS CONTR (2)Yl Agenda Item• 8 CITY OF SANTA CLARITA Q) AGENDA REPORT CONSENT CALENDAR CITY MANAGER APPROVAL: fAl DATE: January 24, 2017 SUBJECT: CANYON COUNTRY COMMUNITY CENTER, PROJECT F3020 - AWARD RELOCATION SERVICES CONTRACT DEPARTMENT: Public Works PRESENTER: Damon Letz RECOMMENDED ACTION City Council: 1. Award the relocation services contract to Property Specialists, Inc. (CPSI) for the Canyon Country Community Center, Project F3020, in the amount of $122,455 and authorize a contingency in the amount of $12,250 for a total contract amount not to exceed $134,705. 2. Authorize the City Manager or designee to execute all documents, subject to City Attorney approval. BACKGROUND In September 2014, the City Council authorized the purchase of four parcels of land comprising of 6.5 acres located at the northeast corner of Soledad Canyon Road and Siena Highway for a new community center. The Canyon Country Community Center is identified in the Building and Creating Community theme of the City of Santa Clarita's strategic plan, Santa Clarita 2020. The Conceptual Master Plan for the community center was adopted by the City Council on June 28, 2016, and represents additional parcels not currently owned by the City of Santa Clarita (City). The City is interested in acquiring three additional parcels, which currently contain nine tenants and one billboard, to fulfill the vision for the community center. Pursuant to The Uniform Relocation Assistance and Real Property Acquisition Policies Act of 1970 (49 CFR Part 24), as amended (Uniform Act), the City must provide relocation advisory services to all eligible displaced persons, including nonresidential displaced persons. A Request for Proposals was sent to qualified consultants for relocation services. A total of three proposals were received by the City and are listed below: Page 1 Packet Pg. 42 Rank Company Score Location Design Cost 1. CPSI 92.8 Foothill Ranch, CA $122,455 2. Paragon Partners, LTD 84.5 Huntington Beach, CA $157,000 3. Overland, Pacific & Cutler, Inc. 69.3 Irvine, CA $162,790 Staff recommends awarding the contract to CPSL CPSI clearly demonstrated an in-depth understanding of the project needs, provided a detailed scope of work, and has extensive experience with similar services required by the City. All proposals include an optional item for Goodwill appraisals utilizing the same sub -contractor. A Goodwill appraisal identifies additional losses to a business, such as a loss of patronage, increased operating expenses, or other circumstances that lower profitablility due to the relocation. The costs listed above include the option for Goodwill appraisals, if this task becomes necessary during the process. The proposals were evaluated by staff from Engineering Services, Planning, and Recreation, Community Services, Arts, and Open Space. Staff evaluated the proposals on a scale of 1 to 100 based on the following criteria: completeness of the proposal; extent of experience on similar projects; quality and experience of the project management team members; demonstrated understanding of the project scope; and the ability to meet the required schedules. Cost proposals were evaluated after the most qualified consultant was selected. The requested contingency will cover any additional services that may be required during the relocation process. California Government Code 4526 prescribes selection of professional services to be based on demonstrated competence and professional qualifications necessary for the satisfactory performance of the services required and does not authorize the selection of professional services based on cost. City staff was able to reach an agreement with CPSI at a fair and reasonable price. ALTERNATIVE ACTION Other action as determined by the City Council. FISCAL IMPACT Adequate funds are available in expenditure account F3020723-5161.001 (Facilities funds). ATTACHMENTS Bid Proposal from CPSI (available in the City Clerk's Reading File) Page 2 Packet Pg. 43 PROPOSAL FOR BUSINESS RELOCATION SERVICES CITY OF SANTA CLARITA TEN BUSINESSES AT THE NORTHEAST CORNER OF SOLEDAD CANYON ROAD AND SIERRA HIGHWAY TECHNICAL AND COST PROPOSA. OCTOBER 3. 2016 RIGHT OF WAV + REAL ESTATE SERVICES TABLE OF CONTEN INTRODUCTION PAGE 1 QUALIFICATIONS OF FIRM AN ASSIGNED STAFF PAGE 3 WORK STATEMENT PAGE 8 PROJECT SCHEDULE PAGE 14 TOTAL COST PAGE 15 SUBCONSULTANTS PAGE 17 STATEMENT OF OFFER AND SIGNATURE PAGE 17 DESIGNATION OF SUBCONSULTANTS PAGE 18 RESUMES PAG= 19 RIGHT OF WAV * REAL ESTATE SERVICES INTRODUCTION Dear Ms, Monde, Property Specialists, Inc. (CPSI) submits the attached proposal to provide business relocation services for the affected businesses located at the northeast corner of Soledad Canyon Road and Sierra Highway. By selecting CPSI, the City of Santa Clarita (City) will benefit from our team's proven ability to quickly, compliantly and successfully relocate businesses within the Santa Clarita area. We are excited about this opportunity to begin a mutually beneficial partnership with the City and offer the following: Project Understanding and Qualifications. We understand that the City requires business relocation services at the intersection of Sierra Highway and Soledad Canyon Road for the development and construction of a new community center and park, Canyon Country Community Center, which will be a focal point in the Canyon Country area. On behalf of the City, CPSI will relocate businesses, including, but not limited to: a restaurant, auto repair shop, dog groomer and hair salon. Compliance, communication and community relations are fundamental to the successful completion of this project. For more than a decade, CPSI has been a leader in providing right of way services to public agencies throughout Southern California. We are highly respected for our field experience and the expertise we display throughout the relocation process. Our program services comply with the California Code of Civil Procedure; the Uniform Relocation Assistance and Real Property Acquisition Policies Act of 1970 (49 CFR Part 2-4), as amended; and Title 25 California Code of Regulations. Expert Communicators. At CPSI, we understand that the key to successfully completing any project is maintaining communication with all stakeholders involved in the process, including: the City, tenants, business owners, the community, regulators and any other consultants or subconsultants. Our team commits to being available to your staff to answer questions and give updates about your project at any time. We pride ourselves on open communication and look forward to extending this unique level of service to the City. Further, each one of our professionals has exceptional interpersonal skills and exercises compassion throughout the business relocation process. We understand the effects that relocating can have on a community and its business owners and strive to remain open and visible to answer questions, alleviate fears and offer comfort. Business Relocation Experts. Project Manager Brett A. Paulson, SR/WA, R/W-RAC, R/W-NAC will oversee the project team. He has more than 20 years of experience planning, managing and coordinating all aspects of right of way projects and remains an expert in compliance and the application of federal regulations and guidelines associated with commercial relocation assistance for public entities. Brett will lead a business relocation team with unsurmountable experience in similar projects, including: Business Plus Team Agents, Jeff Wellcome, SR/WA, R/W-RAC and Christopher Carrillo (bilingual). The key personnel identified in this proposal are committed to perform relocation services for the City throughout the duration of the contract. QO©O PACE 7 I SOLEDAD CANYON ROAD AND SIERRA HIGHWAY Hands -On Experience with Public Agencies. CPSI's team members have personally relocated businesses on behalf of a number of public agencies, including, but not limited to, the following: City of Santa Clarita; City of Anaheim; City of Ontario; City of Santa Ana; City of Hesperia; Orange County Transportation Authority; and Los Angeles County Metropolitan Transportation Authority. Knowledgeable Subconsultants. CPSI has selected one subconsultant to join our team for FF&E and goodwill appraisal: Desmond, Marcello & Amster. Our established relationship with this highly qualified team translates into a seamless relocation solution for the City. Exceeding the City's Evaluation and Selection Standards. CPSI meets or exceeds the following standards, as outlined by the City: 1. CPSI has and is able to demonstrate adequate technical and financial resources for performance and has the ability to obtain any required equipment during the period of the proposed contract. 2. CPSI confirms that we have the experience, organization, technical qualifications, skills and facilities necessary to undertake and successfully complete this project. 3. CPSI has the demonstrated experience performing business relocation services, as requested by the City. Details of our experience are outlined on pages 4 to 6. 4. CPSI has a satisfactory record of contractual performance. S. CPSI is an equal opportunity employer and has, or has the ability to obtain, all of the insurance required by the City. ' 6. CPSI is qualified and eligible to receive an award under all applicable laws and regulations. Throughout our proposal we identify a solid work plan and the key qualifications that make us a reliable consultant and dependable relocation assistance provider. If you have any additional questions or require clarification, please do not hesitate to contact me by phone at (949) 299-5308 or mjorgensen@ cpsi-row.com. Sincerely, Avaa Marcella Jorgensen President + CEO (949)299-5308 mjorgensen@cpsi-row.com 9000 PAGE 2 1 SOLEDAD CANYON ROAD AND SIERRA HIGHWAY QUALIFICATIONS OF FIRM AND ASSIGNED STAFF At Property Specialists, Inc. (CPSI), we're about providing unique, innovative and cost-effective solutions to the toughest right of way projects, We provide a variety of project management, acquisition, relocation and property management services to federal, state, county and municipal governments throughout California, Nevada and Arizona. Headquartered in Foothill Ranch, California, our highly effective core team of professionals is experienced and knowledgeable in all right of way disciplines, ensuring that both large- and small-scale assignments are handled efficiently, professionally and appropriately without compromising any attention to detail. Cl success in the past ten years is a testament to the fact that we do not achieve by simply adhering to rigid protocol. CPSI has been established in the forefront of the professional real estate and right of way industries by proving time and time again that fresh ideas are synonymous to success. No two cities, no two streets and no two properties are identical — we get that. We do not believe in solely following a due process; instead, we construct unique solutions to cater to the diverse demands and nuances of every project at hand. TURN -KEY SERVICES We provide a range of services to public and private agencies involved in the development of real property; this includes the technical and administrative support services necessary to meet our client's individual needs. Our services include, but are not limited to, the following: • Project management • Title and escrow services • Right of way engineering • Environmental support • Appraisal services • Right of way acquisition • Community outreach • Relocation plans • Relocation assistance • Tenant property acquisition • Property management • Cost studies and report preparation • Utility relocation coordination CPSI is a certified Disadvantaged Business Enterprise and Small Business Enterprise. WHAT SETS US APART Innovation. Open communication. Preventing litigation. It's right of way the CPSI way. Every client and case we have handled has played an integral role in helping us develop our philosophy. Through active stakeholder participation in both low- and high-profile cases, we became mindful of all factors crucial to establishing a smooth and efficient process. We deliver every project while upholding the CPSI Promise: TIMELY DELIVERY MINIMIZED COST WIN -WIN-WIN Punctuality establishes good It is our mission to complete every It is our job to arrive at solutions rapport and is pivotal to securing project under requirement, we are under the most positive terms. We continued funding from sponsors known for deriving cost-effective strive for a perfect outcome for all and outside sources. solutions through original parties involved, strategies and research. oO00 PAGE 3 1 SOLEDAD CANYON ROAD AND SIERRA HIGHWAY CPSI'S RECORD OF SUCCESS With more than a decade of providing right of way services to a number of public agencies similar to the City of Santa Clarita, CPSI has a strong history of relocating businesses similar to those being displaced. Additionally, due to their years of experience, our relocation agents exercise sensitivity, fairness and respect to business owners throughout the relocation process. Our exclusive ability to follow procedure and ensure quality without curbing progress is unrivaled. CPSI professionals have provided relocation services on nearly 200 projects totaling more than 5,000 cases. The chart below highlight's CPSI's experience on capital improvement projects with the scope of services requested in this RFP. These projects were completed in accordance with the Uniform Act, the California Code of Civil Procedure and all applicable regulations. TRANSFERABLE EXPERIENCE City of Anaheim • City Our specific project experience will serve as a great contributer to the City's c • City of Cathedral City success in relocating the businesses on the northeast corner of Soledad City of Colton • UL Canyon Road and Sierra Highway. This table, outlining CPSI's experience, u W T v 75 Duarte identifies many transferable project characteristics that specifically relate to '� LL a o n v c E the City's assignment. m I LL¢ 0 Q LL IL U O City of Santa Clarita I Downtown Newhall Project • • • • City of Santa Ana I Bristol Street Widening (Four Separate Projects) • • • • • City of Anaheim I Anaheim Boulevard and Mixed Projects • • • • • City of Ontario I Towne Square Project • • • • • Orange County Transportation Authority I Tustin/Rose Grade Separation • • • • • Metropolitan Transportation Authority I Crenshaw/LAX Light Rail Project • • • • Metropolitan Transportation Authority I Exposition Transit Corridor Project • • • • We have also completed projects for the following additional cities: • City of Anaheim • City of Buena Park • City of Cathedral City • City of Colton • City of Corona • City of Duarte • City of EI Monte • City of Fontana • City of Fullerton • City of Huntington Beach • City of Laguna Beach • City of Monterey Park • City of Moreno Valley • City of National City • City of Ontario • City of Newport Beach • City of Palmdale • City of Rialto • City of Riverside • City of San Juan Capistrano • City of San Marcos • City of Santa Barbara • City of Stanton • City of Temecula • City of Upland • City of Victorville • City of West Covina 9()00 PAGE 4 1 SOLEDAD CANYON ROAD AND SIERRA HIGHWAY PROJECT EXPERIENCE AND REFERENCES DOWNTOWN NEWHALL PROJECT CITY OF SANTA CLARITA RELUOCATION The Redevelopment Agency of the City of Santa Clarita required relocation consulting and general property management services for three businesses in order to complete the Downtown Newhall Project. The purpose of the City's project was to create an urban, pedestrian - friendly downtown community with a state-of-the-art public library and new streetscape to attract and retain businesses. CPSI was selected to provide business relocation and property management for Automative Technology, Insurance Auto Collision Center and Wanjon Auto Body & Paint, all located within approximately 1.7 acres of property bounded by Lyons Avenue, Main Street, Railroad Avenue and 9th Street in Old Town Newhall, adjacent to the future public library. Additional services included FF&E appraisal and goodwill appraisal. The project was completed on schedule and within budget. BRISTOL STREET WIDENING PROJECT CITY OF SANTA ANA ;0 BUSINESS RELOCATION The Bristol Street Widening Project was the largest city road widening project in Orange County, funded by state, federal and Orange County Transportation Authority (OCTA) funds. A large number of businesses, homeowners and tenants were in the project's path, creating a fundamental need for the City to work swiftly while ensuring seamless communication with the community. Also, multiple funding sources required CPSI to comply with a more specialized and rigid set of right of way guidelines. To ensure the specific goals of this project were met, the City selected CPSI to oversee all right of way functions and complete all of the difficult acquisition and relocation work, including property management. To guarantee cohesive project management, we also coordinated and monitored the work of 12 other consultants and maintained daily communication with the City's personnel. As a result of developing a rapport and building an outstanding relationship with impacted businesses, property owners and community members, CPSI resolved some very challenging cases. Despite this tremendous undertaking, we completed the project ahead of schedule and under budget. a FFBE APPRAISALS 9. GOODWILL APPRAISALS Santa Clarita, CA YEAR COMPLETED r• Kent Jorgensen, Chris Carrillo O' • o FFBE APPRAISALS 9. GOODWILL APPRAISALS Santa Ana, CA Street Improvement 2013 Kent Jorgensen, Brett Paulson, Chris Carrillo, Jackie Martinez Mindy Ly, Engineering Manager (714) 647-5665 OQ00 PAGE 5 1 SOLEDAD CANYON ROAD AND SIERRA HIGHWAY TOWNE SQUARE PROJECT CITY OF ONTARIO 0 BUSINESS RELOCATION The Town Square Project involved the development of mixed-use residential housing and commercial buildings. A total of 47 businesses, including beauty salons, churches, thrift stores, a bakery, a party supply store and auto repair shops required relocation. In addition, approximately 18 occupied single-family residences were relocated. CPSI was selected when the City's previous consulting firm failed to complete the acquisition and relocation of businesses, as required. The project was in its final stages of design completion and the City turned to CPSI for help in meeting its deadline. As a result of our expertise with business relocation, the remaining businesses (a Firestone dealer/ auto repair shop, printing shop, smoke shop, pawn shop, restaurant, stationery store, music store, vitamin shop, cell phone sales store and two insurance companies) were successfully relocated on time and within budget. EXPOSITION TRANSIT CORRIDOR PROJECT METROPOLITAN TRANSPORTATION AUTHORITY 0 BUSINESS RELOCATION Phase Two of the Exposition Transit Corridor Project will extend light rail service from the current terminus in Culver City to Santa Monica, adding seven new stations in popular destinations along the Westside. As a part of this project, METRO required the acquisition of one parcel at 430 Colorado Avenue in Santa Monica, resulting in the displacement of approximately ten businesses. CPSI was awarded the contract to relocate these businesses. Our services included turn -key business relocation, including conducting personal interviews and providing FF&E appraisal, goodwill appraisal and on-going advisory assistance to the displacees. 0 g, rP&E GOODWILL APPRAISALS APPRAISALS Ontario, CA Redevelopment 2012 Kent Jorgensen, Brett Paulson, Chris Carrillo, Jackie Martinez Brent Schultz, Housing & Municipal Services Director (909) 395-2317 O s • o FF&E APPRAISALS 9. GOODWILL APPRAISALS Los Angeles, CA Light Rail 2013 Kent Jorgensen, Chris Carrillo, Jackie Martinez Carol Chiodo, Real Property Management & Development (213) 922-2404 O©©O PAGE 6 1 SOLEDAD CANYON ROAD AND SIERRA HIGHWAY BUSINESS RELOCATION TEAM We understand that a large part of the success and timely completion of the City's project relies on the selection of a business relocation team with: knowledge of the project area; demonstrated and documented experience on similar projects; unsurpassed technical expertise; unparalleled understanding of implementing practical solutions; and an immaculate record of performance. At CPSI, we recognize that our firm's success is solely dependent upon the achievements of our professionals; therefore, we dedicate a substantial amount of time and resources to ensure that our staff remains among best and brightest in the right of way industry. CPSI's commitment to our staff translates into an impeccable work product for the City. The proposed team, as shown on our organization chart below, was selected based on their professional abilities and documented delivery of assignments as directed. CPSI's business relocation managers and agents are some of the most talented in the right of way field and have extensive knowledge and experience in providing and directing a range of right of way services for transportation projects in accordance with all statutory and regulatory requirements, including, but not limited to: the Uniform Act, as amended, Title 25 and the California Code of Civil Procedure. For your reference and convenience, resumes are provided starting on page 19. LEADERSHIP BUSINESS RELOCATION PROJECT SUPPORT FF&E APPRAISAL GOODWILL APPRAISAL 'BILINGUAL (9000 PAGE 7 1 SOLEDAD CANYON ROAD AND SIERRA HIGHWAY WORK STATEMENT PROJECT UNDERSTANDING We understand that the City requires business relocation services at the intersection of Sierra Highway and Soledad Canyon Road in the Canyon Country area of Santa Clarita, California. On behalf of the City, CPSI will relocate eight businesses, one billboard and one more possible additional billboard, to make the land available for the development and construction of the proposed Canyon Country Community Center. Please note that, according to our research, no trucking company exists in the proposed project area. The Phase I Environmental Site Assessment, prepared by Rincon Consultants on October 7, 2014, briefly mentions that the vacant land was once occupied by PAR Trucking between 1952 and 1975; however, we have determined that the trucking company is no longer there. Compliance, communication and community relations are fundamental to the successful completion of this project; knowing this, CPSI provides the following: RECa; ULATO R C,°.0MPLE,&WCE We are highly respected for our field experience and the expertise we display throughout the business relocation process. Our program services comply with: the California Code of Civil Procedure; the Uniform Relocation Assistance and Real Property Acquisition Policies Act of 1970 (49 CFR Part 2-4), as amended (Uniform Act); Title 25 California Code of Regulations; and the City's own policies and procedures. a 1 a Each one of CPSI's professionals has exceptional interpersonal skills and exercises compassion throughout the business relocation process. We commit to meeting personally, as many times as necessary, with each prospective displacee to convey the City's goals and objectives and determine the nature and scope of relocation assistance required. Relocation is a sensitive process for business owners; therefore, we will remain open and visible to answer questions, alleviate fears and offer comfort. Further, understanding the socioeconomic climate of Santa Clarita, CPSI offers a team that includes bilingual (English and Spanish) agents to ensure that the business relocation process and any eligible benefits are explained in the clearest and most appropriate way. rlir*113rurl CPSI's unique focus on public relations and community outreach sets us apart. Our relationships with everyone from city officials and regulators to business owners and tenants have given us the knowledge needed to move forward in the most optimal and time -effective manner for public works projects. We believe that developing a rapport with these stakeholders is key to project success. With that in mind, our team takes the necessary steps to ensure that fundamental groups are well informed and comfortable throughout the entire right of way process. Perhaps this concept of open communication seems intuitive; but the stark reality is that the cloak of bureaucracy often veils the importance of (ace- to -face interaction and conversation. Right of way can prove to be a sensitive process for those directly affected by it and the CPSI team makes it our priority to ensure that no one is left in the dark. O000 PAGE 8 1 SOLEDAD CANYON ROAD AND SIERRA HIGHWAY PROJECT ANALYSIS CPSI's business relocation team understands the importance of having a thorough understanding of the applicable rules and regulations and adapting these criteria to the businesses being relocated in a cost-effective manner. This includes providing the following, 40 Conducting personal interviews with each displacee to determine relocation needs. Emphasis will be placed on understanding the business operation and what is necessary to move to a replacement site. 4 Advisory assistance and referrals will be customized to the specific business being displaced. Referrals will be based on a thorough evaluation of the existing market and property pre-screen before presenting each referral property 40 We will focus on finding a replacement site with similar rental terms to the displacement site, avoiding exposure to additional settlement claims caused by an increased cost of operation. ID All referrals will be in compliance with existing zoning requirements applicable to the displaced business operation. ® We will put forth our best efforts in order to avoid a business hardship (such a long-term business shutdown during the actual move). Sierra Auto Care Boost Mobile Eternal Art Tattoo Caruso's II Joe's Shoe Repair Hair Wave 18436 Sierra Hwy 18436 Sierra Hwy 18436 Sierra Hwy 18340 Sierra Hwy 18340 Sierra Hwy 18340 Sierra Hwy Auto Repair Cell Phone/ Computer Repair Doggie Den 18340 Sierra Hwy Tattoo Shop Restaurant Shoe Repair Hair Salon Dog Groomer 9000 PAGE 9 1 SOLEDAD CANYON ROAD AND SIERRA HIGHWAY Aguila Clear Channel Outfront Media 18316 Sierra Hwy N/A N/A Landscaper Billboard Possible Additional Billboard BUSINESS RELOCATION SERVICES TASK it,: PR_QJFC`TI` % OORDflN;<cTION & MANAGEMENT CPSI's business relocation services include: project management and business relocation assistance. We will also provide furniture, fixtures and equipment (FF&E) appraisal and loss of goodwill appraisal, as required. Our approach to the City's project is based on our extensive knowledge of relocating businesses in Santa Clarita, our key personnel's vast years of knowledge and experience and an understanding of what it takes to get a project assignment from start to finish with successful results. CPSI understands that early project planning, identifying project tasks and deliverables, implementing a quality control system, exceptional project performance, and a sequential outline and understanding of the scope of work are critical to project success. SUBTASKS 1.1 Kick -Off and Status Meetings Schedule and conduct a kick-off meeting, as well as weekly staff meetings to monitor project progress compared to early projections, discuss individual case problems, review tracking reports and action item success. Meeting minutes, agendas and reports will be provided and distributed as directed by the City. 1.2 Status Reports Provide and maintain weekly updates on appligable milestones, contacts and progress related to relocating the businesses. Status reports will be customized to the City's specifications and updated on a weekly basis. 1.3 Subconsultant Management Provide management and coordination of services for all subconsultants, including the FF&E appraiser and, if necessary, the loss of goodwill appraiser. 1.4 Quality Assurance/Quality Control Management Provide quality control management for all areas of the assignment, including coordinating efforts with the City to ensure a successful and compliant project. 1.5 Database Management We will use QuickBase as a project management tool for tracking project -related tasks and milestones, as well as customized dashboards for monitoring individual performance efficiency, timelines and cost containment strategies. Our reports are tailored to each client's specifications to provide the critical information necessary for management decisions. 1.6 Project Representation Represent and attend meetings with the City, including applicable hearings and/or litigation matters. OUTPUT With CPSI's consistent implementation of quality oversight, client interaction and database management, the project will be successfully and cost effectively delivered. OO©O PAGE 10 1 SOLEDAD CANYON ROAD AND SIERRA HIGHWAY In providing furniture, fixtures and equipment (FF&E) appraisal services, our subconsultant, Desmond, Marcello & Amster (DM&A) will perform the necessary research, investigation and analysis to provide written appraisal reports in compliance with the standards of the Uniform Standards of Professional Appraisal Practice (USPAP) as it pertains to fixtures and equipment valuations. SUBTASKS 2.1 Interview Interview the business owner and/or manager. 2.2 Preparation of Inventory Prepare a complete inventory of the assets at the subject business location. This inventory includes a description of the assets, as well as observation of their age, condition and method of installation, if any. 2.3 Documentation Review Review any documentation pertaining to the assets provided by the business owner or manager, including invoices, depreciation schedules and construction contracts. 2.4 Marketplace Research Research the market for each of the assets identified. Such research includes reference to a variety of publications, as well as discussions with individuals knowledgeable about the market for the assets. 2.5 Apply Valuation Method Apply valuation methods, including the market approach and cost approach to the subject asset. 2.6 Prepare Appraisal Report Prepare the appraisal report for submission in a restricted report format. Improvements pertaining to the realty and movable personal property will be segregated in the report. OUTPUT The FF&E appraisal will ensure an accounting of tenant improvements, personal property, and values and will be utilized to ensure that there is no duplication of payments and the certified inventory is completed. TASK 3: BUSINESS RELOCATION ASSISTANCE CPSI's business relocation team understands the importance of having a thorough understanding of the applicable rules and regulations and adapting these criteria to the businesses being relocated in a cost-effective manner. The subtasks below outline the necessary steps to relocate the project's potential business displacements. SUBTASKS 3.1 Prepare Relocation Plan (Optional Item) We recommend preparing a relocation plan in accordance with applicable California guidelines. This includes, but is not limited to: interview of potential displacements, identification of relocation needs and obstacles, and mitigation measures to support a successful relocation assistance program. At a minimum, the relocation plan would provide the City with a budgetary estimate of the business relocation costs. ell PAGE 11 1 SOLEDAD CANYON ROAD AND SIERRA HIGHWAY 3.2 Relocation Payment Eligibility Meet with each business owner for an initial needs interview and determine potential eligibility for relocation payments by reviewing eligibility criteria and case data. The data obtained should fully assess the businesses operations, including requirements for relocation. Document in case file if displacee is entitled to business relocation payments. 3.3 Evaluate FF&E Appraisal Evaluate property improvements and personal property associated with each location. Coordinate and obtain FF&E appraisals, if necessary, to determine what improvements are included in the acquisition or are eligible for relocation. 3.4 Prepare Business Relocation Package Prepare a relocation package in accordance with a City -approved format. The package will include a receipt form (listing contents of relocation package), General Information Notice, Notice of Eligibility, relocation brochure, Title VI information, Certificate of Occupancy Statement, Language Translation Statement and Loss of Goodwill Statement (if applicable). Before distributing to the relocation agent, the complete relocation package will be submitted to the City for approval. Then, the relocation package will be presented and we will provide advisory assistance by explaining, in detail, the options for payment of reasonable moving expenses, re-establishment and site search reimbursements. 3.5 Personal Property Inventory After completing a site inspection, complete a Certified Personal Property Inventory. Upon completion of the inventory, our agents will obtain the business owner's signature of agreement. Finally, once approved by the City, this information will be utilized to obtain commercial moving bids. 3.6 Replacement Site Assistance CPSI will provide at least three qualified replacement sites, with emphasis on keeping lease terms similar to displacement site. We will complete a Referral Recommendation Form that contains a photograph of the potential replacement site, potential transaction terms and confirmation of the zoning and occupancy terms in accordance with applicable government requirements. After locating a suitable replacement site, CPSI will obtain a minimum of two moving bid estimates, assist the displacee in selecting a move option, select a mover, prepare the moveragreement, plan the move, and monitor and oversee the move. 3.7 Evaluate Relocation Expenses Determine and evaluate expenses, (e.g., improvements to the property, advertising, unused license fees, increased operating costs) that are necessary and eligible as reestablishment expenses, not to exceed $25,000 and applicable moving expenses. Ascertain a fair range of payment for each business and eligible re-establishment expenses at new locations, as well as an assessment for increased operating costs. Inspect the replacement property, obtain cost estimates, verify the previous two years' expenses and income and project the next two years to assess whether increased operating costs will exist, if necessary. Based on the decisions of the displacee and program guidelines, we will determine eligibility for reimbursement. Additionally, we will establish eligibility for actual reasonable site search expenses not to exceed $1,000 under Title 25 compliance or $2,500 under federal regulations. OO©O PAGE 12 1 SOLEDAD CANYON ROAD AND SIERRA HIGHWAY 3.8 Monitor the Move Coordinate with the City and the displacee in the processing of all documents, claims and payments with regard to moving expenses and handle negotiations with tenants for all matters related to the relocations. Monitor the moves to verify that the tenant improvements acquired in acquisition are not relocated. Ensure that all items in the estimate are actually re-established. Photograph before and after improvements, review invoices and the work performed. 3.9 Abandoned Property If the displacee decides not to relocate some personal property, we will coordinate the selling of personal property left at businesses, determine eligibility for direct loss payment and compute the amount of payment. Arrange for a final walk through inspection of the properties, verify all applicable personal property has been removed. Process and provide final claims and secure the keys to the businesses. Prepare an Abandonment Certification and have the displacee waive all rights in abandoned property. Once a property is vacated, contact applicable utility companies to disconnect service as directed by the City. 3.10 Contact Documentation Thoroughly document all contacts with the business owner and/or his or her representative indicating attendees, time and place of meetings. Documentation will include thorough diaries and copies of all correspondence and emails. Diaries will be updated immediately after each contact, if possible, and retained in the permanent relocation file. OUTPUT Proper adherence on all subtasks associated with providing business relocation services will result in an effective and successful relocation program forthe City. Additionally, CPSI's utilization of only experienced business relocation agents will provide the City and each business displacee with reassurance that the work will be effectively and efficiently completed. The purpose of this type of appraisal is to determine any loss of goodwill that the business may suffer, if any, as a result of the City acquiring the underlying property. This optional task includes: SUBTASKS 4.1 Interview Business Owner Inspect the business and interview the business owner. 4.2 Review Financial Records Review and analyze the business' historical financial information. 4.3 Coordination Work With Relocation Agent Coordinate with the relocation consultant to avoid duplication of compensation and assess mitigation potential. 4.4 Perform Market Research Perform market research regarding the business' marketability in the before and after conditions. OO©O PAGE 13 1 SOLEDAD CANYON ROAD AND SIERRA HIGHWAY 4.5 Implement Valuation Methodology Implement valuation methodology to determine the business'total goodwill value in the before condition. 4.6 Review Potential Displacement Sites Review all information available regarding possible relocation of the business. 4.7 Complete Report Review and analyze available information to make a determination of a range of loss that may occur as a result of the City's acquisitions. OUTPUT In some instances, it may be necessary to evaluate the loss of business goodwill as a result of the relocation. This information may be required to ensure proper compensation is paid to the business owner and meet the provisions of the California Code of Civil Procedure. The conclusions of the study will be outlined in a restricted use appraisal report, appropriate for settlement negotiations or court submittal. All appraisal services will be performed in conformance with USPAP. PROJECT SCHEDULE Task Name Days Start Finish Qtr. 4 2016 Qtr, 12017 Qtr. 2 2017 Qtr. 3 2017 Oct. Nov. Dec. Jan. Feb. Mar. Apr. May Jun. Jul. Aug. 1. Project Management 200 10/17/16 •8/16/17 IF 1.1 Kick -Off Meeting 1 10/17/16 10/17/16 1 1.2 Status Reporting 220 10/18/16 8/21/17 \ 1.3 Supervise FF&E Appraisal Process 20 10/18/16 11/14/16 1.4 Provide Quality Control Management 200 11/15/16 8/21/17 1.5 Database Management (QuickBase) 200 11/15/16 8/21/17 1.6 Project Representation (Meetings) 200 11/15/16 8/21/17 2. 1 Appraisal Process 20 10/18/16 11/14/16 ^ill 2,1 Interview Business Owner 5 10/18/16 10/24/16 M 2.2 Inventory of Tenant Improvement 5 10/25/16 10/31/16 N 2.3 Review Documentation from Owner 2 11/1/16 11/2/16 1 2,4 Complete Market Research 2 11/3/16 11/4/16 1 2,5 Apply Valuation Methodology 1 11/7/16 11/7/16 1 2.6 Prepare Appraisal Report 5 11/8/16 11/14/16 0 3. Business Relocation Services 220 10/18/16 8/21/17 3.1 Prepare Relocation Plan 20 10/18/16 11/14/16 3,2 Determine Relocation Eligibility 6 11/7/16 11/14/16 3,3 Evaluate FF&E Appraisal 2 11/17/16 11/18/16 3.4 Prepare/Present Relocation Package 5 11/21/16 11/25/16 ■ 3.5 Complete Certified Inventory 10 12/1/16 12/14/17 3.6 Provide Replacement Site Assistance 90 12/15/16 4/19/17 3.7 Evaluation Relocation Expenses 40 4/20/17 6/14/17 3.8 Monitor the Move and Process Claims 40 6/15/17 8/9/17 3.9 Vacate Properties 5 8/10/17 8/16/17 ■ 3.10 Contact Documentation (Close -Out) 3 8/17/17 8/21/17 ■ Task ri Subtask 9000 PAGE 14 1 SOLEDAD CANYON ROAD AND SIERRA HIGHWAY TOTAL COST $150 5115 575 TASKS Manpower Re uirements (Hours) Task No. Description Project Manager/ Business Plus Right of Way Quality Control Team Agent Coordinator Total 1.0 Project Coordination and Management 1.1 Kick -Off and Status Meeting 4 Task Subtotal: $3001 $1,640 1.2 Status Reports 5 20 5 Interview Business Owner 1.3 Subconsultant Management 10 4.3 Coordination Work With Relocation Agent 4.4 1.4 QA/OC Management 10 4.6 Review Potential Replacement Sites 4.7 1.5 Database Management 10 Total Subconsultant Fee without Mark -UP' $37,000 1.6 Project Representation (additional meetings) 20 Hours Subtotal: 59 20 5 Task Subtotal: $81850 $2,300 $375 $119525 2,0 FF&E Appralaal 2.1 Interview 2.2 Preparation of Inventor 2.3 Documentation Review 2.4 Marketplace Research 2.5 Apply Valuation Method 2.6 Prepare Appraisal Report Total Subconsultant Fee without Mark-Up' $199500 3.0 Buslneu Relocation Assistance 3.1 Prepare Relocation Plan (Optional Item - See Below) 3.2 Relocation Payment Eligibility 10 30 3.3 Evaluate FF&E Appraisal 1 2 3.4 Prepare Business Relocation Package 2 4 20 3.5 Personal Property Inventory 1 10 3.6 Replacement Site Assistance 4 40 3.7 Evaluate Relocation Expenses 20 120 3.8 i Monitor the Move 2 40 3.9 Abandoned Property 2 20 3.10 Contact Documentation 10 40 Hours Subtotal: 52 3061 20 Task Subtotal: CONTRACT Project Management Total 57,800 535190 57,500 544490 SUMMARY $8,850 §2,300 5375 571,525 Business Relocation Assistance Total §7,800 535,190 57,500 544,490 ODCs (Mileage) $1,500 CPSI Costs (Subtotal) $16,650 $37,490 $12875 557,515 FF&E Appraisal Total (pass through with no mark-up) 519,500 "Subconsultant fees for FF&E appraisal and loss of business goodwill appraisal are provided on a per business basis. A breakdown of this total is provided on page 16 of this proposal. OO©O PAGE 15 1 SOLEDAD CANYON ROAD AND SIERRA HIGHWAY Relocatlon Plan (Optloml) 3.1 Pre are Relocation Plan (Optional Item - See Below) 21 161 4 Task Subtotal: $3001 $1,640 $3001 $2,440 4.0 Lou of Goodwill Appralul (Optional) 4.1 Interview Business Owner 4.2 Review Financial Records 4.3 Coordination Work With Relocation Agent 4.4 Perform Market Research 4.5 Implement Valuation Methodology 4.6 Review Potential Replacement Sites 4.7 Complete Report Total Subconsultant Fee without Mark -UP' $37,000 "Subconsultant fees for FF&E appraisal and loss of business goodwill appraisal are provided on a per business basis. A breakdown of this total is provided on page 16 of this proposal. OO©O PAGE 15 1 SOLEDAD CANYON ROAD AND SIERRA HIGHWAY BREAKDOWN OF SUBCONSULTANT FEES FF&E and goodwill appraisal fees are provided on a per business basis. These costs are pass through and contain no mark-up. APPRAISAL GOODWILLAPPRAISAL BUSINESS FEE BUSINESS FEE Restaurant $3,500 Restaurant $5,000 (Assumed to be Caruso's ll) (Assumed to be Caruso 's !Q Shoe Repair $2,000 Shoe Repair $4,000 (Assumed to be Joe's Shoe Repair) (Assumed to be Joe's Shoe Repair) Hair Salon $1,500 Hair Salon $4,000 (Assumed to be Hair Wave) (Assumed to be Hair Wave) Dog Groomer $2'500 Dog Groomer $4,000 (Assumed to be Doggie Den) (Assumed to be Doggie Den) Landscaper $2,000 Landscaper $40000 (Assumed to be Aguila Landscaping) (Assumed to be Aguila Landscaping) Auto Repair $3,500 Auto Repair $5,000 (Assumed to be Sierra Auto Care) (Assumed to be Sierra Auto Care) Tattoo Shop $2,000 Tattoo Shop $4,000 (Assumed to be Eternal Art Tattoo) (Assumed to be Eternal Art Tattoo) Cell Phone/Computer Repair $2,000 Cell Phone/Computer Repair $4,000 (Assumed to be Boost Mobile) (Assumed to be Boost Mobile) Billboard $500 Billboard $3,000 (Clear Channel) (Clear Channel) TOTAL"0• TO ,000 Please note that, according to our research, no trucking company exists in the proposed project area. If it is later determined that a trucking company does need to be relocated for the purpose of this project the FF&E appraisal fee is $2,000 and the loss of business goodwill appraisal fee is $4,000. 'These fees include the preparation of appraisal reports and do not include any litigation support review of opposing appraisals, deposition testimony, or trial testimony. 9000 PAGE 16 1 SOLEDAD CANYON ROAD AND SIERRA HIGHWAY SUBCONSULTANTS We have hand -selected our subconsultants based on their relevant experience and immaculate record of performance with capital Improvement and redevelopment projects. CPSI has worked with Desmond, Marcello & Amster on multiple occasions and are confident that these appraisal professionals have the experience and qualifications necessary to exceed the City's expectation for FF&E and loss of business goodwill appraisal services. DESMOND, MARCELLO & AMSTER Desmond, Marcello & Amster (DM&A) provides expertise in the valuation of privately held businesses and business assets, along with a range of litigation consulting and support services. They approach every assignment with commitment, ingenuity and integrity. Intrinsic to DM&A's reputation and success is their emphasis on quality and responsiveness. Resumes for DM&A's designated FF&E appraiser and goodwill appraiser are provided on pages 28 and 29 of this proposal. DM&A will provide furniture, fixture and equipment (FF&E) and loss of goodwill appraisal services, as necessary. Their services include, but are not limited to: preparing an inventory of personal property; performing the appropriate market research; inspecting the business facility and potential/actual relocation sites; and implementing valuation methodology to determine the loss of goodwill suffered by the business, if any. City of Santa Clarita Downtown Newhall Project City of Santa Ana Bristol Street Widening Project OCTA Tustin/Rose Grade Separation Project City of EI Monte Santa Anita Valley Project STATEMENT OF OFFER AND SIGNATURE This proposal is a firm offer for a 90 -day period and has been signed on page 2 by Marcella Jorgensen, President and CEO, who is authorized to bind CPSI. The proposed work will be performed at a "not -to - exceed" price. Further, we have reviewed the City's standard contract (provided as Exhibit A in the RFP) and can accept the terms without deviation. QO©O PAGE 17 1 SOLEDAD CANYON ROAD AND SIERRA HIGHWAY DESIGNATION OF SUBCONSULTANTS ATTACHMENT A DESIGNATION OF SUB -CONTRACTORS. SUPPLIER AND VENDOR Listed below are the names and locations of the places of business of each sub -contractor, supplier, and vendor who will perform work or labor or render service in excess of r/z of 1 percent, or $10,000 (whichever is greater) of the prime CONTRACTOR'S total bid. DBE status, age of firm and annual gross receipts are required if sub- contractor is participating as a DBE. See Attachment E for additional requirements. Photocopy additional sheets if needed. Subcontractor: Desmond, Marcello & Amster, LLC Age of Firm: 48 Portion of Work & Dollar Value: Annual Gross Receipts: $62$00 <$500,000_; $500,000>_<$lmiRion; $1>_<$2million; DBE certified? YeslNo: No $2>_X__<$5milfion; >$5million_ Agency Certifying: N/A Location and Place of Business: 6060 Center Drive, Suite 825, Los Angeles, CA 90045 (include business address) LICENSE NO. N/A EXP. DATE: / NIA / PHONE ( 310) 216-1400 Sub -contractor: Not applicable Age of Firm: Portion of Work & Dollar Value: Annual Gross Receipts: <$500,000_; $500,000>_<$lmillion; $1>_<$2million; DBE certified? Yes/No: $2>_<$5million; >$5million_ Agency Certifying: Location and Place of Business: (include business address) LICENSE NO. EXP. DATE: ! / PHONE ( ) 0000 PAGE 18 1 SOLEDAD CANYON ROAD AND SIERRA HIGHWAY RESUMES BRETT A. PAULSON SR/WA, R/W-RAC, NAC EDUCATION & COURSEWORK Grempler Real Estate School Principles and Law IRWA Disciplinary Courses (23) Principles of Real Estate Acquisition Ethics and the Right of Way Profession Business Relocation URA Executive Summary LICENSES & CERTIFICATIONS SR/WA Designation R/W-RAC Designation R/W-NAC Designation PROFESSIONAL AFFILIATIONS Member, International Right of Way Association Past Chairman, Property Management, International Right of Way Association (IRWA) Chapter 46 Past Assistant Treasurer and Secretary, IRWA Chapter 46 With more than 20 years of experience in privately and publicly financed projects, Brett Paulson is an expert in planning, managing and coordinating all aspects of right of way projects, including: site selection, licensing, acquisition, relocation, condemnation support, property management and demolition. He is highly efficient in developing metrics for measuring performance and ensuring agents execute work plans, initiatives, strategies, processes and procedures. Having taken 23 International Right of Way Association disciplinary courses, Brett is very experienced with the application of federal regulations and guidelines associated with acquisition, relocation assistance and management of real property for public entities. He routinely undertakes public works projects requiring total compliance with the Uniform Relocation Assistance and Real Property Acquisition Policies Act of 1970, as amended, California local and state requirements, Caltrans and the Federal Highway Administration. RELEVANT PROJECT EXPERIENCE 1-10 CITRUS AVENUE INTERCHANGE PROJECT CITY OF FONTANA As project manager, Brett's responsibilities included: reviewing appraisals and providing support for proposed administrative settlements, offering solutions where needed. He relocated many difficult business owners, including several trucking operations, an industrial construction plumbing company and a gas station. TOWNE SQUARE PROJECT I CITY OF ONTARIO As project manager, Brett worked with the City to successfully relocate a Firestone dealer/auto repair shop, printing shop, smoke shop, pawn shop, restaurant, stationery store, music store, vitamin shop, cell phone sales store and two insurance companies. ARDEN GUTHRIE PROJECT j CITY OF SAN BERNARDINO The Arden Guthrie Project included 23 four-plexes occupied by residential tenants, owner occupants and two vacant parcels. It utilized local set-aside and Federal Section 108 funds, which triggered additional considerations for the 104(d) HUD program. Brett provided quality assurance/quality control on all 85 relocation cases. He also oversaw the property management, which included: rent collection, property maintenance, security and demolition oversight. OQ©O PAGE 19 1 SOLEDAD CANYON ROAD AND SIERRA HIGHWAY 50 -ACRE SCHOOL SITE PROJECT COLTON JOINT UNIFIED SCHOOL DISTRICT Brett managed this heavy -industrial, 50 -acre acquisition/relocation project for a school site. The assignment included acquisition and relocation of several towing yards, warehouse operations, and a 30 -plus acre saw -mill. ANAHEIM BOULEVARD AND MIXED PROJECTS I CITY OF ANAHEIM As project manager, Brett oversaw all interactions with tenants landlords, management companies, attorneys and the City of Anaheim. CPSI provided various acquisition and relocation services, including residential model relocation plans and full relocation plans for the South Anaheim Boulevard and Avon Dakota projects. He coordinated, facilitated public meetings, managed the appraisal and acquisition process and provided oversight for all residential and commercial relocation activities, including: preparing Notice of Entries, approving claims, issuing 90 -day notices and providing referrals. He also ensured that the monthly tracking reports contained clear and concise information regarding the status of claims for each tenant. MATER DEI HIGH SCHOOL EXPANSION PROJECT MATER DEI HIGH SCHOOL/DIOCESE OF ORANGE As part of the Mater Dei School Expansion Project, the project consists of the construction of a three- level parking structure east of the school's existing campus, football and soccer fields, and a two- story classroom building. Brett is assisting with project management, acquisition, relocation, property management and will oversee the demolition process of 19 parcels. SOUTH SIDE OF LA PALMA AVENUE PROJECT I CITY OF ANAHEIM The City of Anaheim required comprehensive right of way services for four parcels, consisting of family residences, located on La Palma Avenue for the South Side of La Palma Avenue Project. As quality manager, Brett is coordinating with the appraiser and review appraiser to complete appraisal assignments and inspections. His responsibilities also include: reviewing title reports to verify potential impacts to the right of way area; standard quality control for appraisals, review appraisals and offer packages; database set-up and electronic file management; oversight of the right of way certification process; and coordination with the City's public works department to collect data for utility relocation. QUIET HOME PROJECT I CITY OF ONTARIO The City of Ontario has been acquiring properties through the airport's voluntary acquisition program for more than 15 years. Brett assisted in the provision of acquisition, relocation and property management services for more than 200 residential households. MULTIPLE HOUSING REHABILITATION PROJECTS I WAKEFIELD HOUSING & DEVELOPMENT CORPORATION As relocation manager for multiple low-income housing rehabilitation projects„Brett assisted with temporary relocation and provided permanent relocation for overqualified tenants under HUD and City of San Diego regulations. Each project required extensive relocation plans, which were developed in compliance with all applicable rules and regulations for local, state and federally funded projects. o000 PAGE 20 1 SOLEDAD CANYON ROAD AND SIERRA HIGHWAY f KENT JORGENSEN SR/WA, R/W-RAC EDUCATION & COURSEWORK Bachelors Degree, Economics, University of Nebraska, Lincoln LEAD Program Graduate, Fellowships in China, Japan and Hong Kong 3 LICENSES & CERTIFICATIONS Licensed Bureau Real Estate Broker, No. 01174480 Relocation Assistance Certified, IRWA Relocation Specialist SR/WA Designation N PROFESSIONAL AFFILIATIONS Member, International Right of Way Association Member, American Public Works Association Kent Jorgensen brings more than 27 years of experience in project management and business development in the right of way and real estate industries. He has managed and executed nearly 5,000 acquisition, relocation and property management cases and written more than 250 acquisition, relocation and property management policies and procedures for federal, state, and local agencies. Drawing on his knowledge and tenure in the professional real estate and right of way industries, Kent is extremely successful at completing projects on time and within budget. RELEVANT PROJECT EXPERIENCE DOWNTOWN NEWHALL PROJECT I CITY OF SANTA CLARITA The purpose of the City's Downtown Newhall Project was to create an urban, pedestrian -friendly downtown community with a state-of-the-art public library and new streetscape to attract and retain businesses. Kent led the provision of business relocation and property management services for three businesses: for Automative Technology, Insurance Auto Collision Center and Wanjon Auto Body & Paint, all located within approximately 1.7 acres of property in Old Town Newhall. BRISTOL STREET WIDENING: PHASE II THIRD TO TENTH PROJECT CITY OF SANTA ANA As a result of the success with Phase I, the City of Santa Ana awarded all project management activities to CPSI. This $54 million project included 40 full acquisitions and 20 partial acquisitions. Kent was responsible for the preparation of all project budgets, planning, oversight of environmental studies, appraisals, acquisitions, relocation and property management activities. Special duties included evaluating and recommending right of way alignment alternatives as they related to the cost benefit analysis. Using these techniques, the City adopted a modified alignment to reduce costs by nearly $10 million while concurrently negotiating with eight separate law firms for other parcels, BRISTOL STREET WIDENING PROJECT: PHASE I PINE TO MCFADDEN I CITY OF SANTA ANA Kent provided his expertise in management on this $225 million project, one of the largest road widening projects in Orange County. His responsibilities included completing a detailed cost analysis, project schedule, right of way certification, preparing a relocation plan and presenting the project to community outreach groups. ©O©O PAGE 21 1 SOLEDAD CANYON ROAD AND SIERRA HIGHWAY ANAHEIM BOULEVARD AND MIXED PROJECTS I CITY OF ANAHEIM Under a general services contract, CPSI was selected to provide necessary right of way activities, including residential and non-residential relocation. Kent's responsibilities consisted of oversight of commercial and residential acquisition and relocation for multiple Anaheim projects, including: 1300 S. Anaheim Block Project, Atchinson and Beach Project, Avon Dakota Project, South Street Project and South Anaheim Boulevard Project. These projects included funding from various sources; therefore, CPSI staff utilized HUD guidelines and policies and several regulatory guidelines including the California Relocation Assistance law. TOWNE SQUARE PROJECT I CITY OF ONTARIO The Towne Square Project involved the development of mixed-use residential housing and commercial buildings. As project director, Kent oversaw the relocation of a total of 47 businesses and 18 occupied single-family residences. His responsibilities included total project direction and overseeing tenant notifications, face-to-face interviews, formal offer presentations and other related tasks. Kent's expertise in business and residential relocation resulted in all entities being relocated on time and within budget. TUSTIN/ROSE GRADE SEPARATION PROJECT OCTA The Orange County Transportation Authority (OCTA) OC Bridges Projects consist of a grade separation program to separate vehicle and train traffic at the existing at -grade railroad crossings along approximately a five -mile stretch of the Orangethorpe Corridor. OCTA will construct a vehicle overpass at the intersection of Tustin Avenue/Rose Drive and Orangethorpe Avenue, along the Burlington Northern Santa Fe Railway. Kent provided OCTA with right of way data sheets, cost estimates, acquisition and relocation services for more than 65 parcels. ORANGETHORPE GRADE SEPARATION PROJECT I OCTA As part of this assignment, Kent provided OCTA with right of way data sheets, cost estimates and review appraisal services for more than 20 parcels, which also included coordination with an independent appraiser for a commercial property. Due to design modifications, some of the appraisals in varying stages of the process required revisions. Kent coordinated and tracked these appraisals to provide minimal disruption to the project and maintain OCTA's appraisal schedule. SOUTH SIDE OF LA PALMA AVENUE PROJECT I CITY OF ANAHEIM The City of Anaheim required comprehensive right of way services for four parcels, consisting of family residences, located on La Palma Avenue for the South Side of La Palma Avenue Project. Kent is leading the provision of comprehensive right of way services for this project. His specific responsibilities include oversight of title, appraisal, review appraisal, acquisition and relocation services for the required 23 -foot partial acquisitions, right of way agreements and five-foot temporary construction easements. DYER/BARRANCA/RED HILL ROAD WIDENING PROJECT I CITY OF IRVINE At the request of the City of Irvine, Kent provided turn -key right of way services for this high-profile project. His accomplishments included completing and mediating very complex acquisition cases while avoiding costly litigation proceedings. Of special note were five extremely elaborate partial acquisitions dealing with significant severance damage issues. Kent's expertise in evaluating the before and after condition on remainder parcels, as well as understanding legal nonconforming uses and planning issues was a critical component of the negotiation process. ei PAGE 22 1 SOLEDAD CANYON ROAD AND SIERRA HIGHWAY JEFF WELLCOME SR/WA, R/W-RAC EDUCATION & COURSEWORK Coursework. Long Beach City College IRWA Disciplinary Courses (14) Revisions to Federal Regulations Implementing the Uniform Act Residential Relocation Replacement Housing LICENSES & CERTIFICATIONS Licensed Bureau Real Estate Salesperson, No. 01313731 Relocation Assistance Certified, IRWA Relocation Specialist Sl Designation Notary Public, California Signing Agent Certificate 7 PROFESSIONAL AFFILIATIONS Member, International Right of Way Association Jeff Wellcome has more than 16 years of right of way acquisition and relocation experience coupled with an educational and working knowledge of the Uniform Act, Title 25 California Code of Regulations, California Code of Civil Procedure and Caltrans regulations. He is experienced in property negotiations on behalf of the private and public sectors to obtain many types of right of way, including easements, permits, leases, temporary work space agreements and land acquisitions. His expertise also extends to relocation, having managed projects consisting of single-family, multifamily and business moves. Jeff's other responsibilities include: preparation of right of way certifications per Caltrans guidelines; utility franchise right coordination and property management. He has successfully completed numerous public sector road widening and grade separation projects throughout California, working with myriad agencies from Bakersfield to San Diego. RELEVANT PROJECT EXPERIENCE SIERRA HIGHWAY BRIDGE PROJECT j CITY OF SANTA CLARITA Jeff acquired temporary construction easements and drainage easements from five property owners for the widening of Sierra Highway and to construct a pedestrian walk way and bike path. SOUTH SIDE OF LA PALMA AVENUE PROJECT j CITY OF ANAHEIM The City of Anaheim required comprehensive right of way services for four parcels, consisting of family residences, located on La Palma Avenue for the South Side of La Palma Avenue Project. As acquisition and relocation agent, Jeff's responsibilities include: preparing and presenting offer packages; reviewing title, design and parcel maps; making settlement recommendations, as necessary; coordinating escrow; clearing title; and file close-out. SR -138 5TH TO 10TH STREET EAST IMPROVEMENT PROJECT CITY. OF PALMDALE The City of Palmdale needed to acquire the necessary right of way to widen State Route 138 (Palmdale Boulevard) between 5th Street and 10th Street East and widen Sierra Highway between Avenue Q and Avenue R. Jeff's responsibilities included: appraisal coordination, acquisition of 35 parcels and collaboration with a private developer to acquire frontage easements. In addition, he conducted research and completed negotiations with property owners. 9000 PAGE 23 1 SOLEDAD CANYON ROAD AND SIERRA HIGHWAY ATLANTA AVENUE WIDENING PROJECT I CITY OF HUNTINGTON BEACH The City planned to widen Atlantic Avenue, near Delaware Street, to accommodate two lanes of traffic moving in each direction plus a dedicated bike lane. In order to move the project forward, the City needed to acquire the Pacific Mobile Home Park. Jeff assisted with relocation claim processing and utility coordination as result of the eight mobile home acquisitions for the project. SR -22 EXPANSION PROJECT I OCTA Jeff managed 15 parcels and assisted with the negotiations on partial and full acquisitions. He acquired 12 easements and joint use permits from on- and off-site residential owners and assisted with project close out. AVENUE S STREET WIDENING PROJECT, PHASE II 1 CITY OF PALMDALE The purpose of this project is to widen the existing street to accommodate three (3) lanes of traffic in each direction from between 30th Street East and 45th Street East in the City of Palmdale. In addition, the project will include a Class I bikeway on the south side of Avenue S. Jeff was responsible for coordinating the appraisal process, negotiating the acquisition of 32 partial acquisitions, and escrow oversight on behalf of the City. MONTEREY AVENUE WIDENING PROJECT I CITY OF RANCHO MIRAGE The City of Rancho Mirage needed to acquire more than 20,000 square feet of right of way for the construction of the Monterey Avenue Widening Project. Jeff worked on acquiring eight temporary construction easements and eight drainage easements from five property owners. SAMPSON ROAD ALIGNMENT I CITY OF LOS ANGELES The expansion of Sampson Way and the creation of an extensive network of public promenades, bikeways and coastal trail connections facilitated public access to better connect the waterfront with downtown San Pedro. Jeff worked closely with the City of Los Angeles and processed an application to vacate the street as part of the alignment project. QUIET HOME PROJECT I CITY OF ONTARIO HOUSING DEPARTMENT The City of Ontario has been acquiring properties through the airport's voluntary acquisition program for more than 15 years. Jeff performed 40 acquisitions on behalf of the City's acquisition of residential properties program. Within 60 days of making formal offers to property owners, all of the parcels were in escrow. MATER DEI HIGH SCHOOL EXPANSION PROJECT I MATER DEI HIGH SCHOOL/DIOCESE OF ORANGE The proposed project involves the construction of a three-level parking structure east of the school's existing campus, east of the existing football and soccer fields, and a two-story classroom building within the boundaries of the existing campus. As acquisition/relocation agent, Jeff is responsible for working closely with property owners to find suitable replacement housing, preparing purchase agreements, conducting negotiations, completing market data research and managing properties. 9000 PAGE 24 1 SOLEDAD CANYON ROAD AND SIERRA HIGHWAY CHRIS CARRILLO BILINGUAL EDUCATION & COURSEWORK IRWA Disciplinary Courses Principles of Right of Way Eminent Domain Law Basics for Right of Way Professionals LICENSES & Licensed Bureau Real Estate Salesperson, No. 01852563 PROFESSIONAL AFFILIATIONS Member, International Right of Way Association Chris Carrillo has more than 15 years of practical experience in project management, acquisition, residential and business relocation, property management and demolition coordination. He is knowledgeable of both federal and state regulations relating to all aspects of right of way acquisition and relocation. His acquisition assignments have included solving difficult cases that normally would have delayed project construction. Chris' relocation duties have included relocation plan interviews, replacement site selection, calculation of benefit payments, coordination of moving companies, inspection of replacement housing sites and extensive file documentation. His character, experience and work ethic have enabled him to successfully handle the most problematic assignments in Los Angeles, Orange, San Bernardino, Riverside and San Diego counties. RELEVANT PROJECT EXPERIENCE BRISTOL STREET WIDENING: PHASE II THIRD TO TENTH PROJECT CITY OF SANTA ANA The Bristol Street Corridor serves as a vital north -south transportation link which has regional as well as local significance. The roadway implements complete street features by providing safe mobility for all users, including pedestrians, bicyclists, transit riders, and motorists; and serving as the designated truck route through the central section of Santa Ana. Chris was the lead acquisition agent performing acquisition and relocation services. Once an open line of communication was established, he entered into negotiations and gained credibility with the sellers it allowed for a smooth transaction. Once the properties were acquired, he successfully worked with tenants being relocated and prepared buildings for demolition. TUSTIN/ROSE AVENUE GRADE SEPARATION PROJECT I OCTA OCTA will construct a vehicle overpass at the intersection of Tustin Avenue/Rose Drive (Tustin/Rose) and Orangethorpe Avenue, along the Burlington Northern Santa Fe Railway. Chris was responsible for 13 full acquisitions and 28 partial acquisitions and temporary construction easements in connection with a mobile home park in Placentia impacted by the construction of a railroad grade separation along the Orangethorpe Corridor. Chris successfully relocated all impacted business owners/residents. 19000 PAGE 25 1 SOLEDAD CANYON ROAD AND SIERRA HIGHWAY TOWNE SQUARE PROJECT I CITY OF ONTARIO The Towne Square Project involved the development of mixed-use residential housing and commercial buildings. Chris assisted in the relocation of 47 businesses and 18 occupied single-family residences. His responsibilities included: community outreach, occupant notifications and interviews, research and attainment of comparable housing and overall implementation of a comprehensive relocation assistance program. ATLANTA AVENUE WIDENING PROJECT I CITY OF HUNTINGTON BEACH The City of Huntington Beach planned to widen Atlantic Avenue, near Delaware Street, to accommodate two lanes of traffic moving in each direction plus a dedicated bike lane. In order to move the project forward, the City needed to acquire the Pacific Mobile Home Park. Chris assisted with relocation claim processing and utility coordination as result of the eight mobile home acquisitions for the project. RANCHERO ROAD/1-15 INTERCHANGE PROJECT I CITY OF HESPERIA With its direct access to Interstate 15, this project is of regional and national significance to the movement of people and goods. Chris was responsible for the right of way acquisitions, including review of preliminary title reports, coordination of appraisal reports, preparation of conveyance documents and agreements, right of way acquisition/negotiations, escrow coordination and right of way certification under Caltrans guidelines. He coordinated closely with BNSF in connection with the grade separation. HIGHWAY 111 AND FRANK SINATRA DRIVE IMPROVEMENT PROJECT I CITY OF RANCHO MIRAGE As part of the Highway 111 and Frank Sinatra Drive Improvement Project, the City of Rancho Mirage needed the assistance of a right of way company to acquire street right of way and temporary construction easements needed for the construction of street intersection improvements. Chris assisted in providing turn -key right of way services, including acquisition, escrow coordination and right of way certification. MONTEREY AVENUE WIDENING PROJECT I CITY OF RANCHO MIRAGE This project required two permanent easements and eight temporary construction easements across eight unimproved properties along Monterey Avenue from Gerald Ford Drive to Dinah Shore Drive. Chris was part of a team that obtained a right of way certification to include a written statement of the status of all right of way related matters. He provided acquisition services and other right of way services. AVENUE S PHASE II IMPROVEMENT PROJECT I CITY OF PALMDALE Chris worked with the City on the acquisition portion of this project, including obtaining road easements, temporary construction easements and bike easements, ultimately impacting 33 privately owned parcels. He assisted with the negotiations with 25 property owners. REDLANDS BOULEVARD AND ALABAMA STREET PROJECT I CITY OF REDLANDS Chris' responsibilities included managing the acquisition process, conducting all negotiations, including the review of counter offers and appraisal reports, preparing and executing necessary documents for right of way acquisition and recordation, escrow and title coordination and coordinating activities with other consultants to minimize disruptions and delays. 9000 PAGE 26 1 SOLEDAD CANYON ROAD AND SIERRA HIGHWAY JACKIE MARTINEZ BILINGUAL $110 EDUCATION &COURSEWORK IRWA Disciplinary Courses CA ANG Fort Lee, VA Quartermaster School of Logistics LICENSES & CERTIFICATIONS Licensed Bureau Real Estate Salesperson, No. 01881611 California Notary Public No. 1999776 HR Management Certification, California State University, Fullerton PROFESSIONAL AFFILIATIONS Member, International Right of Way Association Member, American Public Works Association Member, Society for Marketing Professional Services Member, Women Transportation Seminar Member, Orange County Association of Realtors Jackie Martinez has nine years of experience in many aspects of the professional real estate industry and has gained exposure to several facets of the right of way industry, including working with municipal agencies, cities, title officers and escrow officers on federally funded projects. Her role as right of way 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 director. RELEVANT PROJECT EXPERIENCE BRISTOL STREET WIDENING: PHASE II 1 CITY OF SANTA ANA As right of way coordinator, Jackie was responsible for overall project coordination, preparation of offer letters/packages, coordinating and ordering appraisals, completing escrows and title coordination, market research, progress report preparation and file documentation. TUSTIN/ROSE GRADE SEPARATION PROJECT I OCTA Jackie was responsible for coordinating all preliminary project tasks such as ordering title reports and appraisals for use in negotiating real property acquisitions and preparing notice of intent to appraise documents, offer letters/packages, agreements and other documents involving right of way. ANAHEIM BOULEVARD AND MIXED PROJECTS I CITY OF ANAHEIM Jackie provided project coordination for the acquisition and relocation for various City projects. She assisted with collecting data for the preparation of relocation plans, scheduled tenant interviews and project meetings, prepared file documents and maintained status reports. NEWPORT BOULEVARD AND 32ND STREET INTERSECTION WIDENING PROJECT 1 CITY OF NEWPORT BEACH For this intersection improvement project, Jackie was responsible for coordinating the preliminary acquisition phase which includes: ordering preliminary title reports, drafting and sending out notices, appraisal coordination, escrow coordination and preparing offer packages. ATLANTA AVENUE WIDENING PROJECT 1 CITY OF HUNTINGTON BEACH As project coordinator, Jackie was responsible for coordinating project materials and research, generating schedules reports, managing meeting minutes, updating project information and scheduling meetings. OO©O PAGE 27 1 SOLEDAD CANYON ROAD AND SIERRA HIGHWAY MADELEINE MAMAUX, ASA DESMOND,MARCELLO & AMSTER EDUCATION & COURSEWORK Masters Degree, Business Administration and Finance University of Pennsylvania Bachelor's Degree, Economics and Mathematics Claremont McKenna College ASA Disciplinary Courses 4; LICENSES & CERTIFICATIONS Certified Accredited Senior Appraiser (ASA) PROFESSIONAL AFFILIATIONS Senior Member, American Society of Appraisers Member, International Right of Way Association Desmond, Marcello & Amster (DM&A) provides expertise in the valuation of privately held businesses and business assets, along with a range of litigation consulting and support services. They approach every assignment with commitment, ingenuity and integrity. Intrinsic to DM&A's reputation and success is their emphasis on quality and responsiveness. PROFESSIONAL EXPERIENCE Madeleine Mamaux began her business valuation career as a financial analyst at DM&A from 1989 to 1991. Having earned an MBA and gaining significant analytical experience in the investment industry, she rejoined DM&A in 1997 as a valuation manager. Madeleine became a principal at the firm in 2001 and has been a partner since 2007. She has more than 20 years of experience in business valuation and appraising loss of business goodwill. Madeleine's experience in business valuation includes numerous studies of goodwill loss in eminent domain matters. She has spoken on a number of occasions regarding the appraisal of goodwill loss under California's Code of Civil Procedure. In addition, Madeleine has prepared valuations of businesses for multiple purposes, including: estate tax, partnership and corporate dissolution, shareholder buyouts, strategic planning and financing. She has given presentations to various International Right of Way Association chapters, legal groups and appraisal organizations regarding complex issues pertaining to loss of goodwill under Section 1263.510 of the California Code of Civil Procedure. Additionally, Madeleine is a Senior Member of the American Society of Appraisers in the Business Valuation discipline and a member of the International Right of Way Association (IRWA). OO©O PAGE 28 1 SOLEDAD CANYON ROAD AND SIERRA HIGHWAY MARCUS PIGROM, ASA DESMOND,MARCELLO & AMSTER EDUCATION & COURSEWORK Bachelor's Degree, Business Administration Loyola Marymount University ASA Disciplinary Courses LICENSES & CERTIFICATIONS Certified Accredited Senior Appraiser in Machinery and Technical Specialties (ASA) M" PROFESSIONAL AFFILIATIONS Member, American Society of Appraisers Member, International Right of Way Association Desmond, Marcello & Amster (DM&A) provides expertise in the valuation of privately held businesses and business assets, along with a range of litigation consulting and support services. They approach every assignment with commitment, ingenuity and integrity. Intrinsic to DM&A's reputation and success is their emphasis on quality and responsiveness. PROFESSIONAL EXPERIENCE Marcus Pigrom joined DM&A in 2005 as a furniture, fixtures and equipment appraiser. He has successfully completed hundreds of appraisal assignments in connection with eminent domain proceedings and his experience includes a variety of business types in the manufacturing, retail and service sectors. Marcus' representative projects include the appraisal of healthcare facilities, restaurants, hotels, transportation and vehicle -related operations, warehouses, mobile homes, industrial machinery and equipment, and service stations. His experience in eminent domain includes coordinating appraisal activities with real estate appraisers to avoid duplication of compensation and making determinations of equipment classifications under the California Code of Civil Procedure. Marcus has prepared furniture, fixture and equipment appraisals for numerous agencies throughout California, including: Caltrans, City of Hayward, County of Fresno, City of San Francisco, City of Fremont, Santa Clara Valley Water District, Los Angeles Metropolitan Transportation Authority and Santa Clara Valley Transportation Authority. Having testified at deposition and at trial as an expert witness regarding fixtures and equipment valuation, Marcus assists attorneys with litigation support services in his area of expertise. He has given the following presentations to the Bay Area, Sacramento and Fresno International Right of Way Association chapters: • Acquiring Commercial Property: When Appraisal and Relocation Issues Overlap • Valuation of Fixtures and Equipment Under Eminent Domain Law In 2015, Marcus addressed the 17th Annual CLE International Eminent Domain Conference in San Francisco. (III PAGE 29 1 SOLEDAD CANYON ROAD AND SIERRA HIGHWAY II II II II II i CREATIVE � PERSPECTIVE