HomeMy WebLinkAbout05. Approve On-Call Prof Srvs Agrmt w-Property Specialists Inc for Relocation Srvc.Rem No.
,10
f • • • • • ,
FROM. OFFICE OF
: l• E. SCHINDLER, DIRECTOR •COMMUNITY
OFFICE OF
D • R. • DIRECTOROF
ENGINEER
D OCTOBER 2018
SUBJECT: ON-CALL PROFESSIONAL SERVICES AGREEMENT WITH
PROPERTY SPECIALISTS, INC., FOR RELOCATION SERVICES
RECOMMENDATION
That the City Council approve an On -Call Professional Services Agreement with Property
Specialists, Inc., for relocation services, authorize the Mayor to execute the agreement, and
authorize the City Manager to execute any and all amendments to the agreement.
Due to prospective development and capital improvement projects, the City may be in need of
business relocation services to assist businesses to assess their business value, and moving
costs. At this time, the City does not have any applicable projects, nor are there any affected
businesses, but in order to be ready immediately if the situation were to arise, staff solicited
qualifications from three firms who are "subject matter experts" in the field: Paragon Partners,
Property Specialists, and Overland, Pacific & Cutler. Upon submittal of the proposals, staff
conducted a secondary review of the consultant qualifications, fee schedules and contacted the
references. The hourly rates are further described in Attachment "A".
Upon completion of this solicitation, staff recommends entering into a Professional Services
Agreement with Property Specialists, Inc., on an on-call basis to assist the City, particularly its
Community Development and Public Works Departments with potential relocation services for
businesses as a result of commercial, residential or pubic infrastructure projects.
Property Specialists, Inc. are business relocation experts that provide a highly competent team
with decades of experience and have completed 7,900 relocation assignments for more than
250 projects, on behalf of a number of public agencies, under local, state and federal
regulations. Their strength lies in developing creative cost-saving solutions while maintaining
complete compliance with local, state and federal regulations associated with the relocation
process.
OCTOBER 23, 2018
PAGE 2
Fiscal Responsibility
Economic •
Quality of Life, Neighborhood & Infrastructurz
FISCAL IMPACT
w
84-4-6855-0585.
ATTACHMENTS
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A11'I'
Consultant Hourly Rates
PROPERTY SPECIALISTS
PARAGON PARTNERS
OVERLAND,, PACIFIC & CUTLER
Role Rate
Role
Rate
Role
Rate
Project Manager $150
Project Director
$195
Sr. Program
$250
Manacier
Qualit Mana er $135
Project Manager
$175_
Program Manager
$200
Sr. Relocation Agent $110
Principal Acquisition
$115
Sr. Project Manager
$150
A e n t
Project Coordinator $75
Sr. Acquisition Agent
$95
Project Manager/
$130
Project Controls
Manager
Acquisition Agent
$85
Sr. Acquisition
$115
Agent/Sr. Relocation
A ent/Sr. Anal st
Principal Relocation
$115
Acquisition Agent/
$105
Agent
Relocation Agent/
Analyst
Sr. Relocation A ent
$95
Relocation Acient
$85
Title Mana er
$135
Title Supervisor
$120
Sr._ Title _Agent
$95
Title Agent
$85
Project Controls
$85
Specialist
Project or Escrow
$75
Coordinator
Right of Way Engineer
$150
P.E.
Sr. Right of Way
$125
Engineer/GIS Specialist
Assoc. Right of Way
$95
Engineer/GIS Specialist
Right of Way
$75
En ineerin Technician
Administrative Su ort
$65
Office Clerk
$50
IT Su ort
$125
Attachment "A"
CITY OF DOWNEY
PROFESSIONAL SERVICES AGREEMENT
WITH PROPERTY SPECIALISTS, INC.
FOR RELOCATION SERVICES
1. PARTIES AND DATE.
This Agreement is made and entered into this 24TH day of October, 2018 by and
between the City of Downey, a California municipal corporation and charter city with its
principal place of business at 11111 Brookshire Avenue, Downey California 90241 ("City")
and Property Specialists, Inc., a California corporation doing business as CPSI, with its
principal place of business at 19681 Da Vinci, Foothill Ranch, CA 92610 ("Consultant").
City and Consultant are sometimes individually referred to as "Party" and collectively as
"Parties."
2. RECITALS.
Consultant desires to perform and assume responsibility for the provision of certain
professional relocation services required by City on the terms and conditions set forth in this
Agreement. Consultant represents that it has demonstrated competence and experience in
providing relocation services to public clients, is licensed in the State of California, and is
familiar with the plans of City.
RON
3. TERMS.
3.1 1 General &606 of Service . Consultant promises and agrees to furnish
to City all labor, materials, tools equipment, services, and incidental and customary work
necessary to fully and adequat--ly supply the professional relocation services necessary for
the Project ("Services"). The Services are more particularly described in Exhibit "A" attached
hereto and incorporated herein by reference. All Services shall be subject to, and performed
in accordance with, this Agreement, the exhibits attached hereto and incorporated herein by
reference, and all applicable local, state and federal laws, rules and regulations.
3.1.2 Term. The term of this Agreement shall be from October 24 20'8 0
June 31, 2020, unless earlier terminated as provided herein. Consultant shall co�pletetih
Services within the term of this Agreement, and shall meet any other established schedulezi
terminate this Agreement for cause. As discussed below, any personnel who fail or refuse to
perform -• .• to the City, or • are determined by s
Consultantbe uncooperative, incompetent, a threat to the adequate or timely completion of the Project or
a threat to the safety of persons or property, shall be promptly removed from the Project by
the -• of
The City hereby designates Director of
CommunityDevelopment,or his or designee, • act as its representativefor
performance of Agreement ("City's R-• - - - Representative s a ave
the •• - • act on behalf of i purposes underContract.•
not accept direction or orders from any person other than the City's Representative or his or
her designee.
' • Project Man. • - or his or - designee, to act as its representativefor
performance of this Agreement ("C• Representative").•nsultant's Representative
usingshall have full authority to represent and act on behalf of the Consultant for all purposes
under this Agreement. The Consultant's Representative shall supervise and direct the
his best • attention,and shall • - responsible formeans,• •
techniques,-• and procedures an• for the satisfactory•a • • of all portions o
underthe Services Agreement.
performance3.2.7 Coordination of Services. Consultant agrees to work closely with City
staff in the of Services and shall be available toconsultants•
otheri . •times.
i . • r • ofCam, - • • • Consultant. perform
all Services under this Agreement in a skillful and competent manner, consistent with the
standards generally - • • - • as being • • • by professionals discipline
the State of •rnia. Consultant representsand maintains that it is skilled in the
professional callin• necessary to perform the Services. C•
legallyemployees and subcontractors shall have sufficient skill and experience to perform the
Services assigned to them. Finally, Consultant represents that it, its employees and
subcontractors have all licenses, permits, qualifications and approvals of whatever nature
that are "• • to perform the Services,• • a City Business - and that
such licenses and approvals shall be maintained throughout the term of this Agreement. As
provided for in the indemnification provisions of this Agreement, Consultant shall perform, at
its own costand expense and without reimbursementfrom _
to correct errors or omissions which are caused by the Consultant's failure to comply with the
standard of care provided for herein. Any employee of the Consultant or its sub -consultants
•, is determined by • be uncooperative, incompetent,to the adequate or
timely completionof - Project, • the safety of persons or property, or
employee wh• fails or • perform the Servic-s in a manner consistent
3
standard of care set forth herein, shall be promptly removed from the Project by the
Consultant and shall not be re-employed to perform any of the Services or to work on the
Project.
3.2.9 Laws and Regulations. Consultant shall keep itself fully informed of and
in compliance with all applicable local, state and federal laws, rules and regulations in force at
the time the Services are performed by Consultant and in any manner affecting the
performance of the Projector the Services, including all applicable Cal/OSHA requirements,
and shall give all notices required by law. Consultant shall be liable for all violations of such
laws and regulations in connection with Services. If the Consultant performs any work
knowing it to be contrary to such laws, rules and regulations and without giving written notice
to the City,- Consultant shall be solely responsible for all costs arising therefrom. Consultant
shall defend, indemnify and hold City, its officials, directors, officers, employees and agents
free and harmless, pursuant to the applicable indemnification provisions of this Agreement,
from any claim or liability arising out of any failure or alleged failure to comply with such Jaws,
rules or regulations. Consultant's violation of such laws, rules and regulations shall also
constitute a material breach of this Agreement.
3.2.10 Insurance.
3.2.10.1 Time for Compliance. Consultant shall not commence the
Services or the Project under this Agreement until it has provided evidence satisfactory to the
City that it has secured all insurance required under this section. In addition, Consultant shall
not allow any subcontractor to commence work on any subcontract until it has provided
evidence satisfactory to the City that the subcontractor has secured all insurance required
under this section. The City reserves the right to modify these requirements, including limits,
based on the nature of the risk, prior experience with insurer, coverage or other special
circumstances.
3.2.10.2 Minimum Requirements. Consultant shall, at its expense,
procure and maintain for the duration of the Agreement insurance against claims for injuries
to persons or damages to property which may arise from or in connection with the
performance of the Agreement, the Services or the Project by the Consultant, its agents,
representatives, employees or subcontractors. Consultant shall also require all of its
subcontractors to procure and maintain the same insurance for the duration of the
Agreement. Such insurance shall meet at least the following minimum levels of coverage:
(A) Minimum Scope of Insurance. (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 and advertising injury; (2) Automobile Liability: Insurance Services Office Form
Number CA 0001 covering Code 1 (any auto) or if Consultant owns no autos, Code 8 (hired)
and 9 (non -owned); and (3) Workers' Compensation: Workers' Compensation insurance as
required by the State of California with Statutory Limits; and (4) Employer's Liability
Insurance.
4
(B) minimum Limits of Insurance. Consultant shall maintain
limits no less than: (1) Commercial General Liability (CGL): No less than $2,000,000 per
occurrence for products and completed operations, bodily injury, property damage and
personal and advertising injury. If Commercial General Liability Insurance or other form with
general aggregate limit applies, either the general aggregate limit shall apply separately to
this Agreement/location (ISO CG 25 03 or 25 04) or the general aggregate limit shall be
twice the required occurrence limit; (2) Automobile Liability: No less than $2,000,000 per
accident for bodily injury and property damage; and (3) Workers' Compensation: Workers'
Compensation limits as required by the Labor Code of the State of California with Statutory
Limits; (4) Employer's Liability: Employer's Liability limits of no less than $2,000,000 per
accident for bodily injury or disease. Employer's Liability coverage may be waived by the City
if City receives written verification that Consultant has no employees.
If the Consultant maintains broader coverage and/or higher limits than the minimum shown in
this subdivision 3.2.10.2, 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.
3.2.10.3 Professional Liability (Errors & Omissions). Consultant
shall procure and maintain, and require its sub -consultants to procure and maintain, for a
period of five (5) years following completion of the Services or the Project, errors and
omissions liability insurance appropriate to its profession. Such insurance shall be in an
amount not less than $2,000,000 per occurrence or claim and $2,000,000 in the aggregate,
and shall be endorsed to include contractual liability. If the Consultant maintains broader
coverage and/or higher limits than the minimum shown in this subdivision 3.2.10.3, the City
requires and shall be entitled to the broader coverage and/or 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.
3.2.10.4 Insurance Endorsements. The insurance policies shall
contain the following provisions, or Consultant shall provide endorsements on forms
approved by the City to add the following provisions to the insurance policies:
(A) Additional Insured Status. The Commercial General
Liability policy shall be endorsed to state that: (1) the City, its directors, officials, officers,
employees, agents and volunteers shall be covered as additional insureds with respect to
liability arising from the work, Services, Project or operations performed by or on behalf of the
Consultant, including materials, parts or equipment furnished in connection with such work,
Services. Project or operations; and (2) the insurance coverage shall be primary insurance as
respects the City, its directors, officials, officers, employees, agents and volunteers, or if
excess, shall stand in an unbroken chain of coverage excess of the Consultant's scheduled
underlying coverage. Commercial General Liability insurance coverage may be provided in
the form of an endorsement to the Consultant's insurance (at lease as broad as ISO Form
CG 20 10 11 85 or both CG 20 10, CG 20 26, CG 20 33 or CG 20 38; and CG 20 37 forms if
later revisions are used).
(B) VV;a�VbrqfSUbrottati6hConsultant hereby grants to City a
waiver of any right to subrogation which any insurer of said Consultant may acquire against
ihe City by virtue of the payment of any loss under said insurance policies set forth herein.
Consultant •'' obtain•• •-necessary to affect this waiverof
subrogation, but provision applies of whether or not• .
waiver of subrogation endorsement from the insurer.
(C) Alt 0oveme . Each insurance policy required by this
Agreement • _ endorsed •coverage• be p f ' •voided,
reduced or canceledexceptwith written noticeby •mail, return receipt •
the City; and (B) any failure to comply With reporting or other provisions of the policies,
including breaches of warranties, shall not affect coverage provided to the City, its directors,
officials, officers, employees, agents and volunteers.
', M , • w For - • • this
Agreement, the Consultant's insurance coverage shall be primary insurance and primary
coverage at least as broad as ISO CG 20 01 04 13 with respect to the City, its directors,
officials, officers,•l agents and volunteers. Any insurance or self-insurance
maintained by the City, its directors, officials, officers, employees, agents and volunteers shall
• - excess of the • and shall notbe called upon to contribute
any Way.
f • -•. . a 11j, 111111
•• • •- •
•• •• • •' •f' • •' • •'0 t`•
MUL
•i
this Agreement • - the • . obligation to•. d, them to the City. The
City reserves the right • require complete, -r copies of -•, -• insurance policies,
including endorsements,
3.2.10.10 Claims -Made 'oicies.:If any of the policies provide
coverage on a claims -made basis:
(A) The retroactive date must be shown and must be before the date of this
Agreement or the date work commences under this Agreement, whichever is earliest;
(B) Insurance must be maintained and evidence of insurance must be
provided for at least five (5) years after completion of the Services provided under this
Agreement;
(C) If coverage is canceled, non -renewed, and not replaced with another
claims -made policy form with a retroactive date prior to the effective date of this Agreement
or the date work commences under this Agreement, whichever is earliest, the Consultant
must purchase extended reporting coverage for a minimum of five (5) years after completion
of the Services under this Agreement.
3.2.11 Safet . Consultant shall execute and maintain its work• as to avoid
injury or damage to any person or property. In carrying out its Services, the Consultant shall
at all times be in compliance with all applicable local, state and federal laws, rules and
regulations, and shall exercise all necessary precautions for the safety of employees
appropriate to the nature of the work and the conditions under which the work is to be
performed. Safety precautions as applicable shall include,but • be limited to:
adequate life protection an• • equipment an• procedures; (isinstructions
accident prevention for all employees and subcontractors,• •
fall protection ladders, bridges, gang planks, confined space procedures, trenching and
shoring, equipment and other safety devices,equipment • wearing apparenecessary l
-• -• to prevent acci•- or and adequate facilities for
the proper inspection and maintenance of all safety measures.
RMCM 2`7111.
33.1 �gornpbh§ati6h. Consultant- - - compensation,• r
forthauthorized reimbursements, for all Services rendered under this Agreement at the rates set
• -r hereto and incorporated herein by •
• 00/100 ($21,700.00) • approval of • b
authorized, as described below'and if authorized, said Extra Work will be compensated at
the rates • - • • --
"' • i► it • • • •
ilpo••- •- • • - - • •• - • • • •
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3.3.3 Reflrnbursebq� fbir E p�bses. Consultant shall not be reimbursed for
any expenses unless authorized in writing by City.
3.3.4 ofk. At any time during the term of this Agreement, City may
request that Consultant perform Extra Work. As used herein, "Extra Work" means any work
which is determined by City to be necessary for the proper completion of the Project, but
which the parties did not reasonably anticipate would be necessary at the execution of this
Agreement. Consultant shall not perform, nor be compensated for, Extra Work without
written authorization from the City Manager.
3.4.1 Maintenance and tm2qq1-bn,. Consultant shall maintain complete and
accurate records With respect to all costs and expenses incurred under this Agreement. All
such records shall be clearly identifiable. Consultant shall allow a representative of City
during normal business hours to examine, audit, and make transcripts or copies of such
records and any other documents created pursuant to this Agreement. Consultant shall allow
inspection of all work, data, documents, proceedings, and activities related to the Agreement
for a period of three (3) years from the date of final payment under this Agreement.
• on
3.5.1.1 Grounds for Termination. City may, by written notice to
F-onsultant terminate the Whole or an art of this A reement at an time either for cause or
Upon termination, Consultant shall be compensated only for those services which
have been adequately rendered to City, and Consultant shall be entitled to no further
compensation. The City shall within fifteen (15) calendar days following termination pay the
Consultant for all services adequately rendered and all reimbursable costs incurred by
Consultant up to the date of termination, in accordance with the payment provisions of this
Agreement.
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The following reasons shall constitute "cause" for which either party may terminate this
Agreement as provided herein:
Substantial failure by the other party to perform in accordance with the terms of
this Agreement and through no fault of the terminating party;
Assignment of this Agreement or transfer of the Project by either party to any
other entity without the prior written consent of the other party;
• Suspension of the Project or the Consultant's Services by the City for more than
ninety (90) calendar days, consecutive or in the aggregate, without good cause;
Material changes in the conditions under which this Agreement was entered
into, the Scope of Services or the nature of the Project, and the failure of the
parties to reach agreement on the compensation and schedule adjustments
necessitated by such changes.
3.5.1.2 Effect of Termination. if this Agreement is terminated as
provided herein, City may require Consultant to provide all finished or unfinished Documents
and Data and other information of any kind prepared by Consultant in connection with the
performance of Services under this Agreement. Consultant shall be required to provide such
Documents and Data and other information within fifteen (15) days of the City's request.
3.5.1.3 Additional Services. In the event this Agreement is
terminated in whole or in part as provided herein, City may procure, upon such terms and in
such manner as it may determine appropriate, services similar to those terminated.
D- All • permitted or required under
•, be given to the respective parties at the following address, or other
address•,- - parties provide in writinr for this • ••
EM
Property•- •b. CPSI
19681 Da Vinci
Foothill' • 6'1
Phone: • . •,299-5307
Brett • Proi iect Manager
City of Downey
Brookshire11111 Avenue
Do
- -
r• 90241
Phone: (562) 904-7286
Attn: City •-
0
T III -• �@ on
City of Downey
City Attorney's Office
11111 Brookshire Avenue
Downey, CA 90241
Such notice shall be deemed made when personally delivered or When mailed, forty-
eight (48) hours after deposit in the U.S. Mail, first class postage prepaid and addressed to
the party at its applicable address. Actual notice shall be deemed adequate notice on the
date actual notice occurred, regardless of the method of service.
I S--- 91 9-1
3.5.3.1 Documents & Da!k�Lid�fiig.)of Intellectual PEW6 Thi
Agreement creates a non-exclusive and perpetual license for City to copy, use, modify,
reuse, or sublicense any and all copyrights, designsi and other intellectual property embodie•
in plans, specifications, studies, drawings, estimates, and other documents or works of
authorship fixed in any tangible medium of expression, including but not limited to, physical
drawings or data magnetically or otherwise recorded on computer diskettes, which are
prepared or caused to be prepared by Consultant under this Agreement ("Documents &
Data"). Consultant shall require all subcontractors to agree in writing that City is granted a
non-exclusive and perpetual license for any Documents & Data the subcontractor prepares
under this Agreement. Consultant represents and warrants that Consultant has the legal
right to license any and all Documents & Data. Consultant makes no such representation
and warranty in regard to Documents & Data which were prepared by design professionals
other than Consultant or 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.
3.5.3.2 Confidentiali!y. All ideas, memoranda, specifications,
plans, procedures, drawings, descriptions, computer program data, input record data, written
information, and other Documents and Data either created by or provided to Consultant in
connection with the performance of this Agreement shall be held confidential by Consultant
Such materials shall not, without the prior written consent of City, be used by Consultant for
any purposes other than the performance of the Services. Nor shall such materials be
disclosed to any person or entity not connected With the performance of the Services or the
Project. Nothing furnished to Consultant which is otherwise known to Consultant or is
generally known, or has become known, to the related industry shall be deemed confidential.
Consultant shall not use City's name or insignia, photographs of the Project, or any publicity
pertaining to the Services or the Project in any magazine, trade paper, newspaper, television
or radio production or other similar medium without the prior written consent of City.
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C000eration, FurtherActs. The Parties shallcooperate with one
another,• shall take any additional •n any additional documents as may be
appropriate or convenient to attain the purposes of this Agreement.
3.5.5 Attbthdy's Fees. In the event of any litigation, whether in a court of law,
administrative hearing, arbitration,or t • from • , related to this Agreement •
from • • i party all reasonable costs• i staff time, courtcosts,
attorneys'feesand all other related expenses in such litigation.
. •' • s• •'' • • is •' • i • • _ '•: - i'I
•.2 D&§idn •' h 1F . _ provisions • ' this subdivision
3.5.6shallapply • • "design professional"
meaning o•CaliforniaCode section 2782.8(c). o•. "design professional"
meaningwithin the of • ainotwithstanding subdivision ♦ above,•
the fullest extent permitted ify law (including, without limitation,•• •ns 2782 and
• Consultant shall •' • (with legal counsel• • • .• to
indemnify and hold harmless City and City's officers, officials, employees, volunteers and
agents from • against any Claim that arises out of, pertains to, or relates to, •'irect y or
All references to City include its elected officials, officers, employees, agents and volunteers
except as otherwise specified in this Agreement. The captions of the various articles and
paragraphs are for convenience and ease of reference only, and do not define, limit,
augment, or describe the scope, content, or intent of this Agreement.
WE • •• •• • r - •
• ' • - •- • Ire • •' • • • -• • •• •
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3.5.20 Labbi Odftlk� By its signature hereunder, Consultant certifies that
it is aware of the provisions of Section 3700 of the California Labor Code which require every
employer to be insured against liability for Worker's Compensation or to undertake self-
insurance in accordance with the provisions of that Code, and agrees to comply with such
provisions before commencing the performance of the Services.
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3.522 Coubk�ggds� This Agreement may be executed in counterparts, each of
iYWicW, sWall constitute o-te aid tWe sane iiistrumt�it.
In the event of any conflict, inconsistency, or incongruity between any provision of this
Agreement, any of its exhibits, attachments, purchase order, or notice to proceed, the provisions of this
Agreement will govern and control.
3.6.1 PtiorApproval k6q6ired. Consultant sha not su con ract any port on o
the work required by this Agreement, except as expressly stated herein, without prior written
approval of City. Consultant shall require and verify that all subcontractors maintain
insurance meeting all of the requirements set forth in this Agreement. Consultant shall ensure
that City is an additional insured as required in Section 3.2.10.4. Subcontracts, if any, shall
contain a provision making them subject to all provisions stipulated in this Agreement.
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CITY OF ii
California •corporation
r' charter city
By: By: A4411,4A
MayorMarcII I a Jorgerygn
Its: President
Attest., Attest
lrra -r r a
Secretary
'rr � '� • r
In
EXHIBIT "A"
1 . Attend meetings with the City and any effected businesses, including t e in t a c -o
meeting. Meeting minutes, agendas and reports are provided when directed by the
project administrator.
2. Status Reports. Provide and maintain relocation database/status.
3. Subconsultant Management.Provide management and coordination of or
• •
4 ' Scheduling. Prepare and provide the City with project schedules, as needed
5. Quality Assurance/Quality • •Management.• •- quality controlmanagement
for all areas of the project, including coordinating efforts with the City to ensure a
compliantproject.
6
• -
• D. .•- - • • •- • • a
project -related • milestones,• -• dashboards for • • ,.
reportsindividual performance efficiency, timelines and cost containment strategies. Our
- tailored to- -nt's specifications to•a •- the critical information
necessary for management decisions.
7. Project Close -Out. Provide the services required to finalize and close out the project
according • the UniformAct, as amended, Caltrans regulationsand California
Conduct DisplaceePersonally meet with the business • and
interview him/her to complete the Displacee Needs Questionnaire,
business needs,relocation -• of employees ., • the • proposed
plans. We will provide • • • advisory assistance throughoutthe project.
eligibility2. Determine Eligibility. Determine potential eligibility for moving payments by reviewing
- and case • .
Present3. of Personally • the displacee and present
of • •' entitlements, brochure and business card. We will provide
detailed • •' of RAP ■ If- -
4. Prepare Property Inventory. Coordinate the preparation of a certified personal property
inventory.
5. Verify • •improvements•realtyi' coordinate - • •
property • - • other project stakeh• • - to ensure that no real property
included in said inventory.
• Determine Displacee Needs.a- - f • -- --• desires and issues in a
detailed work plan. Work with the displacee and City representative to solve identified
problems.
7. Update Contact Diary. Summarize all interviews, contacts and contact attempts in the
diary for official record.
16
17
• Database • '• CPSI program tracking database
all pertinent RAP details, dates and entitlement amounts.
20. Provide Updates. Provide the City with weekly status reports, Or as required,
generated from the database.
Valuation21. File Close -Out. Collect final supporting documentationj prepare final claim forms,
prepare certification and close the file. Closed paper and electronic files, will be
delivered to the City for audit purposes.
22. Use • • • i ty. Implement Valuation methodology,• i
based and income approaches, to determine the business's goodwill value in the
before • o
23 ' Replacement Site Inspection. Inspect potential or actual relocation sites.
24, Documentation
•• Review. Review all relevantand available documentation • e
relocation site, including lease,and capital expenditures.
25. Determine Loss of • • •will. Implement valuation- ••• •# • determine loss
of goodwill -• by business,• • giving consideration to betterment,
• •'s. Meet with right of • project teams to gain an understanding
of the project and potential impacts of the taking on the business entity.
2 Complete an Inspection. Inspect the business facility.
3. Conduct Interviews. Interview the business owner to determine historyof operations
• relocation needs.
returns4. Financial Document Review. Review the business's historical financial statements, tax
• lease
5. Appraisal-•• parcel appraisal•• i coordinate
estate and fixtures and equipment appraisers to avoid duplication of compensation.
6. Stakeholder Coordination. Coordinate with agency staff and legal counsel to discuss
strategy and approach.
Relocation7. Agent •• • •n. Coordinate with relocationagents• determine
relocation options and feasibility of relocation.
Complete - - - Perform - research •'i determine - business's
marketability• external influences.
ClientrCommunicate with client managementto ascertain the scope
of • -
2. Stakeholder Coordination. • • 'f - with relocationagents, • •n agents and
attorneys.
3. Preparation of • Prepare R' ilete inventory of •
business location.•' 1 - description of -
observation of their age, R • ' • • method of installation,
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4. Documentation Review. Review any documentation pertaining to the assets provided
by the business' owner or manager, such as invoices, depreciation schedules and
construction contracts.
5. Interviews. Interview the business owner and/or managers.
6. Marketplace Research. Research the marketplace for each of the assets identified on
site. Such research includes reference to a variety of publications, as well as
discussions with individuals knowledgeable about the market for the assets.
T Appraisal Coordination. Coordinate with other appraisers to avoid duplication of
compensation.
8i Apply Valuation Methods, Apply valuation methods, including the market approach
and cost approach to the subject asset.
9. Prepare Appraisal Report. Prepare the appraisal report for submission in a Restricted
Report format.
10. Attend Meetings. Attend any required meetings with the client regarding
appraisal questions.
1 . Review FF&E Certified Inventory. Review the F,F&E report and determine Which
items may be eligible for relocation versus which items should be purchased.
2. Offset Statement. Review F,F&E inventory with tenant and landlord to determine
ownership and assure there is no duplication in values with the real estate. Obtain a
written statement by the tenant and landlord regarding correct ownership of all items.
3. Prepare Offer Package, Prepare a written offer package with support documents and
present to the business owner.
4. No Duplication of Payments. Assure that purchased items are not relocated, and work
with business owner to assess relocation requirements vs purchase values, to better
assist with their ultimate relocation efforts.
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ROT, TIM r=6
Flat Fee-
Prepare Costs for Relocaticl
QUBTOTAL
TOTAL $21,700