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07-0403_OVERLAND PACIFIC & CULTER, INC_Personal Services Agreement PERSONAL SERVICES AGREEMENT THIS AGREEMENT is made and entered into this:IA—day of7(1 2007, by and between the City of San Juan Capistrano (hereinafter referred to as the "City") and Overland Pacific & Cutler, Inc., (hereinafter referred to as "Consultant"). RECITALS: WHEREAS, City desires to retain the services of the Consultant for the purpose of preparing a"Relocation Impact Study" ("the Study")with respect to the proposed closure of the Capistrano Terrace Mobilehome Park located within the City of San Juan Capistrano, and WHEREAS, Capistrano Terrance, Ltd., (hereinafter "Park Owner"), filed a letter through its agent, dated November 22, 2006, requesting that City appoint a consultant to prepare the Study, and WHEREAS, a Relocation Impact Study for the above referenced closure is required pursuant to the City's Municipal Code, and WHEREAS, the Relocation Impact Study is not to proceed until the park owner has first posted the required project study contract funds with City, and WHEREAS, Consultant has made a proposal to City to prepare the subject Study, WHEREAS, City has determined that Consultant is well qualified to prepare this Study, NOW, THEREFORE, City and Consultant mutually agree as follows: Section 1. Scone of Work. The scope of work to be performed by Consultant shall consist of those tasks as set forth in Exhibit'A"attached and incorporated herein by reference. Consultant agrees and understands that this contract is contingent upon the park owner posting all required contracts funds with the City prior to commencing work. Accordingly, the scope of work shall not be commenced by Consultant until the Park Owner has filed with City a completed park closure application, paid filing and Consultant fees, and Consultant has received a notice to proceed with work from City. Section 2. Term. This Agreement shall commence on the effective date of this Agreement and shall be completed not later than the timelines set forth in Exhibit A. 1 Section 3. Compensation. 3.1 Amount. Compensation for the scope of services for this Project shall not exceed the total sum of$78,500, as more particularly set forth in Exhibit A. An authorized change in the scope of work shall be paid in accordance with the hourly fee schedule set forth in Exhibit A. 3.2 Method of Payment. Consultant shall compensated in accordance with the payment provisions of Exhibit A. Section 4. Independent Contractor. It is agreed that Consultant shall act and be an independent contractor and not an agent or employee of City, and shall obtain no rights to any benefits which accrue to City's employees. Section S. Limitations Upon Subcontracting and Assignment. The experience, knowledge, capability and reputation of Consultant, its principals and employees were a substantial inducement for City to enter into this Agreement. Consultant shall not contract with any other entity to perform the services required without written approval of the City. Further, the parties agree that Mr. Mark La Bonte shall be the principal directly responsible for this project study on behalf of Consultant. Subcontracting of work is limited to those tasks identified in Exhibit A, unless otherwise authorized in writing by the City. Section 6. Changes to Scope of Work. In the event City requests Consultant to perform extra work not specified in Exhibit A, the parties shall execute an addendum to this agreement setting forth with particularity all terms of the extra work, including but not limited to any additional Consultant's fees. Section 7. Familiarity with Work. By executing this Agreement, Consultant warrants that it has reviewed San Juan Capistrano Municipal Code section 9-2.329, the Park Owner's application, scope of work attached hereto, and is fully prepared to undertake this project Study within the monetary and time limit provisions set forth herein. Section 8. Time of Essence. Time is of the essence in the performance of this Agreement. 2 Section 9. Compliance with Law. Consultant shall comply with all applicable laws, ordinances, codes and regulations of federal, state and local government. Section 10. Conflicts of Interest. Consultant covenants that it presently has no interest and shall not acquire any interest, direct or indirect, which would conflict in any manner or degree with the performance of the services contemplated by this Agreement. No person having such interest shall be employed by or associated with Consultant. Section 11. Copies of Work Product. At the completion of the contract period, Consultant shall have delivered to City at copies of the final Relocation Impact Report per Exhibit A, together with all supporting documentation. All reports submitted to the City shall be in reproducible format. All services to be rendered hereunder shall be subject to the direction and approval of the City's Planning Director. Staff member Bill Cunningham shall be City's designated representative for this project Study. Section 12. Ownership of Documents. All reports, information, data and exhibits prepared or assembled by Consultant in connection with the performance of its services pursuant to this Agreement are confidential to the extent permitted by law, and Consultant agrees that they shall not be made available to any individual or organization without prior written consent of the City. All such reports, information, data, and exhibits shall be the property of the City and shall be delivered to the City upon demand without additional costs or expense to the City. The City acknowledges such documents are instruments of Consultant's professional services. Section 13. Indemnity. Consultant agrees to protect, defend and hold harmless City, its elected and appointed officials and employees from any and all claims, liabilities,expenses or damages of any nature, including attorneys' fees, for injury or death of any person or damage to property or interference with use of property and for damages arising from the negligence, recklessness, or willful misconduct of Consultant in Consultant's performance of tasks under this agreement. Section 14. Insurance. Insurance required herein shall be provided by Admitted Insurers in good standing with the State of California and having a minimum Best's Guide Rating of A- Class VII or better. 3 14.1 Comprehensive General Liability. Throughout the term of this Agreement, Consultant shall maintain in full force and effect Comprehensive General Liability coverage in the following minimum amounts: $500,000 property damage; $500,000 injury to one person/any one occurrence/not limited to contractual period; $1,000,000 injury to more than one person/any one occurrence/not limited to contractual period. 14.2 Comprehensive Automobile Liability. Throughout the term of this Agreement, Consultant shall maintain in full force and effect Comprehensive Automobile Liability coverage, including owned, hired and non- owned vehicles in the following minimum amounts: $500,000 property damage; $500,000 injury to one person/any one occurrence/not limited to contractual period; $1,000,000 injury to more than one person/any one occurrence/not limited to contractual period 14.3 Worker's Compensation. If Consultant intends to employ employees to perform services under this Agreement, Consultant shall obtain and maintain, during the term of this Agreement, Worker's Compensation Employer's Liability Insurance in the statutory amount as required by state law. 14.4 Proof of Insurance Requirements/Endorsement. Prior to beginning any work under this Agreement, Consultant shall submit the insurance certificates, including the deductible or self-retention amount, and an additional insured endorsement to the Consultant's general liability and umbrella liability policies. 14.5 Errors and Omissions Coverage Throughout the term of this Agreement, Consultant shall maintain Errors and Omissions Coverage (professional liability coverage) in an amount of not less than One Million Dollars ($1,000,000). 4 14.6 Notice of Cancellation/Termination of Insurance. The above policy/policies shall not terminate, nor shall they be cancelled, nor the coverages reduced, until after thirty(30)days'written notice is given to City,except that ten (10) days' notice shall be given if there is a cancellation due to failure to pay a premium. 14.7 Notice to Proceed/Verification of Insurance. In addition, Consultant shall not proceed with any work under this Agreement until the City has verified that Consultant has complied with all insurance requirements of this Agreement. Section 15. Termination. City and Consultant shall have the right to terminate this Agreement without cause by giving thirty (30) days' advance written notice of termination to the other party In addition, this Agreement may be terminated for cause by providing ten (10)days' notice to the other party of a material breach of contract. If the other party does not cure the breach of contract, then the agreement may be terminated subsequent to the ten (10) day cure period. Section 16. Notice. All notices shall be personally delivered or mailed to the below listed addresses, or to such other addresses as may be designated by written notice. These addresses shall be used for delivery of service of process: To City: City of San Juan Capistrano Attn: Planning Director, Steve Apple 32400 Paseo Adelanto San Juan Capistrano, CA 92675 Tel Ph. 949-443-6323 To Consultant: Overland Pacific & Cutler Attn: Mark LaBonte 10 Hughes, Suite A-207 Irvine, CA 92618 Section 17. Attorneys' Fees. If any action at law or in equity is necessary to enforce or interpret the terms of this Agreement, the prevailing party shall be entitled to reasonable attorneys' fees, costs and necessary disbursements in addition to any other relief to which he may be entitled. 5 Section 18. Dispute Resolution. In the event of a dispute arising between the parties regarding performance or interpretation of this Agreement, the dispute shall be resolved by binding arbitration under the auspices of the Judicial Arbitration and Mediation Service ("JAMS'). Section 19. Entire Agreement. This Agreement constitutes the entire understanding and agreement between the parties and supersedes all previous negotiations between them pertaining to the subject matter thereof. IN WITNESS WHEREOF, the parties hereto have executed this Agreement. CITY OF SAN JUAN CAPISTRANO By: Sam Allevato , Mayor CONSULTANT-OVERLAND PACIFIC &CUTLER, INC. Y- -Z&e-7 arg a onahan Ci C rk 7 6 APPROVED AS TO FORM: John R. Shaw, City Attorney 6 EXHIBIT A SCOPE OF WORK 7 EXHIBIT A SCOPE OF WORK 1. Tasks to be Performed A. Project InitiationBackground Information 1. Set up and have initial meeting with City. 2. Discuss objectives, schedules,scope of work and assumptions of with city staff to come to understanding. 3. Clarify roles and responsibilities,methods of communication, approvals and procedures. 4. Define Project deliverables,necessary meetings with City and with Project occupants&Owner approval dates and any presentations expected. B. Introduction Letter/ Survey Questionnaire 1. Work up draft letter of introduction for city staff review to project occupants of need to prepare impact report due to proposed closure of the park. Included will be a proposed survey questionnaire to confirm data gathered by Owner as well as to gather information needed for the Impact Report to include but not be limited to: U Names of all household members ❑ Ages and gender of all occupants ❑ Income of the household ❑ Disability or chronic illness of any household member ❑ Distances to employment and utilized neighborhood services ❑ Special needs of the household ❑ Current rent, utility costs ❑ Outstanding loans ❑ Occupants with housing subsidies 2. Send out approved letters of introduction and questionnaire to Project occupants with return,stamped envelope. 3. For residents who do not respond, OPC will attempt to follow up with individual by telephone to obtain information asked for in questionnaire. 4. For residents who refuse to respond,OPC will utilize information supplied by the Park owner. 1 EXHIBIT A C. Fair Market Value Appraisal 1. Give notice to proceed to appraiser to estimate the fair market value of each mobile home and all fixed property. 2. Appraiser to contact all occupants to inform of need to inspect mobile home, including inside of mobile home. 3. Gather information on mobile home including age, date of manufacture,type, width and size. 4. Estimate Fair Market Value per the requirements of Municipal Code sections 9-2.331(c)(2)(I),(L),(f)(6), and(k)(7). 5. Provide a report of all appraisals in a three ring binder or similar. D. Estimate Cost to Relocate Mobile Home 1. Give notice to proceed to mobile home move estimator to estimate the cost of moving mobile home. 2. Move estimator to visually inspect all mobile homes to make determination of costs to move mobile homes in accordance with City Municipal Code. 3. Identify which mobile homes cannot be relocated to a mobile home park and provide a basis for this conclusion. 4. Provide a report on the costs to move each mobile home. E. Market Research I. Conduct a survey of comparable mobile home parks within 50 mile radius from the City limits to gather information which includes but is not be limited to: ❑ Park Name ❑ Number of lots,number of vacancies ❑ Lease rates and terms ❑ Policies and restrictions determine the following for the availability of mobile home sites. 2. Survey for sale listings in the parks surveyed above. 3. Survey local marketplace for the availability and cost of rental housing. F. Impact Report Preparation 1. Analyze survey results for incorporation into Impact Report as identified in the Municipal Code. 2. Consider the different mitigation measures in relation to the findings found from occupant surveys and market research. 2 3. Prepare a draft Relocation Impact Report which includes the elements of the City's Municipal Code Section 9-2.331(c) and deliver to City. 4. Meet with City staff to discuss findings and proposed mitigation measures, if any, and come to agreement for final draft. 5. Make changes,if any, and complete final Relocation Impact Report. 6. Deliver 10 copies to City. City will deliver final copy to Owner who shall deliver in accordance with City's Municipal Code Section 9-2.331 (d)(2) G. Public Informational Meetings 1. OPC's Principal and one Senior Consultant staff member will attend two (2)public informational meetings pursuant to Section 9-2.331(d)(3)of the City's Municipal Code. H. Meetings With City 1. OPC's Principal will attend three(3)meetings with City to include Planning Commission,Housing Advisory Committee and City Council meeting. Excluded Services/Assumptions The following assumptions are incorporated into the scope of work as well as services identified below are not included in our fee and/or are assumed to be completed or provided by others: 1. Legal description of the property. 2. A map and detailed description of the condition of the mobile home park, including the nature and location of structures, landscaping, easements, utilities and other on-site features and amenities. 3. Rental Agreements for the mobile home spaces. 4. The number of spaces within the park, length of occupancy by the current occupant of each space and the current lease rate for each space, if not able to be gathered in the survey. 5. A description of the proposed new use and all discretionary approvals for the proposed use, if any. 6. Personal interviews with residents will not be completed. Information gathered by Owner and submitted with application for closure will be relied upon as well as information from survey questionnaire returned by residents and/or follow up telephone contacts. 7. Mobilehome residents will cooperate in the survey process. 8. Owner to provide to OPC all information submitted with closure application in electronic file format 3 2. Hourly Fee Schedule Relocation Impact Preparation In compliance with Government Code Section 65863.7, the City of San Juan Capistrano's Municipal Code Section 9-2.331 and the above scope of work, OPC will prepare the Relocation Impact Report for the proposed closure of the Capistrano Terrace Mobile Home Park for a lump-sum fee of$78,500.00. This fee is broken down between OPC and the selected subcontractors as follows: OPC _ $20,000.00 Metropolitan Appraisal Company $53,500.00 Best Choice _ $5,000.00 Total $78,500.00 Method of Payment: For preparation of the Relocation Impact Report, OPC will be paid $10,000 at the time of receiving a Notice To Proceed for their portion of the fee and the balance will be due and payable upon completion and submittal of the final document to the City. At such time that subcontractor work described above is completed, OPC shall submit a progress payment to City for payment of such work. The budget for the proposed meetings with City (3) and Public Informational Meetings (2) identified in this proposal is $5,500.00. Method of Payment: These services will be provided, as agreed and requested, on an hourly basis, at OPC's schedule of hourly rates, provided below. Any additional meetings required will be attended by the appropriate personnel and will be billed hourly at the stated hourly rates. OPC will submit monthly invoices for these services. Hourly Rate Schedule Principal $175 per hour Regional Director $135.00 per hour Sr. Project Manager $130.00 per hour 4 Project Manager $120.00 per hour Senior Acquisition/Relocation Consultant $110.00 per hour Acquisition/Relocation Consultant/Analyst $100.00 per hour Real Estate Technician/Escrow Officer/Project $ 70.00 per hour Support Secretarial/Clerical $40.00 per hour OPC considers photocopying, first class postage, telephone, facsimile and cellular communication charges as a normal part of doing business. These charges are included in the stated hourly rates. Out-of-pocket expenses - including pre- approved travel and lodging, outside exhibit preparation, requested overnight courier or registered and/or certified mail (return receipt requested) charges and, specialty reproduction - unless otherwise specified, are in addition to the contract amount and will be charged at cost plus ten percent (+10%) for administration, coordination and, handling. Subcontracted services-other than those listed above- will be invoiced at cost plus ten percent(+10%). In the event OPC is required to perform any act in relation to litigation arising out of any project of the City whether that be expert consulting or responding to a complaint or proceeding with discovery and trial, such services are not part of this contract, nor are they part of our normal fees and, if required, shall be invoiced at two times hourly rates. In the event this contract extends twelve (12) months beyond the initial date of execution, the hourly rates and associated fees shall be adjusted upwardly by approximately five percent (5%) per annum, compounded annually, on the anniversary date of this contract. 3. Schedule From a Notice to Proceed, OPC will provide a final Relocation Impact Report in 120 days based on the identified scope of work and schedule depicted on the following page. Additional time may be granted where good cause is shown. Any delays to the schedule beyond the 120 days that are not the responsibility of OPC may result in the revision of the proposed fee. - 5 32400 PASEO ADELANTO � J MEMBERS OF THE CITY COUNCIL SAN JUAN CAPISTRANO,CA 92675 / (949)483.1171 /,y' SAM TO W. (949)4931053 FAX jy II[OAI1AAIf1 THOMAASSWHRIBAR (STARRED NIELSEN www.sanjuancapistrano.org 1776 JOE SOTO • • DR.LONDRES USO TRANSMITTAL TO: Mark LaBonte Overland Pacific & Cutler 10 Hughes, Suite A-207 Irvine, CA 92618 DATE: September 11, 2007 FROM: Maria Morris, Deputy City Clerk (949)443-6309 RE: Personal Services Agreement— Relocation Impact Study (Capistrano Terrace Mobilehome Park) Thank you for providing documentation confirming compliance with the terms of the agreement. Please keep in mind that insurance documentation must remain current with our office during the term of this agreement. If you have questions related to insurance requirements, please call me at (949) 443-6309. If you have questions concerning the agreement, please contact William Cunningham, Contract Planner (562) 989-6664. An original agreement is enclosed for your records. Cc: William Cunningham, Contract Planner San Juan Capistrano: Preserving the Past to Enhance the Future `� Printed on 100%recydetl paper 32400 PASEOADELANTOC h � MEMBERS OF THE CITY COUNCIL SAN JUAN CAPISTRANISTRANOCA 92675 / SAM TO (949)493-1171 ,/,� THOMAS W.HR }y 111961 i[I THOMAS L HRIBAR (949)493-1053 FAx � FflAlllflFl � 1961 MARK NIELSEN www.sanjuancapistrano.org ]r, JOE SOTO 0 DR.LONDRES USO NOTIFICATION OF MEETING OF POTENTIAL INTEREST OF THE SAN JUAN CAPISTRANO CITY COUNCIL The City Council of San Juan Capistrano will meet at 7:00 p.m. on April 3, 2007 in the City Council Chamber in City Hall, to consider: "Consideration of Approval of Personal Services Agreement for Consultant to Prepare the Mobilehome Park Relocation Impact Report for the Closure of Capistrano Terrace Mobilehome Park. (Overland Pacific & Cutler, Inc)" — Item No. D10. If you have specific thoughts or concerns regarding this item, you are encouraged to participate in this decision making process. You can communicate with the City Council through correspondence addressed to the Council and/or by attending the meeting and speaking to the Council during the public meeting. Correspondence related to this item must be received at the City Clerk's office by 5:00 p.m. on Monday, April 2, 2007 to allow time for the Council to consider its content. If you would like to speak at the meeting, please complete a yellow "Request to Speak" form found inside the entrance to the Council Chamber. This form is turned in at the staff table, just in front of the Council dais. You will be called to speak by the Mayor when the item is considered. You have received this notice at the request of the City staff member Steven Apple, AICP, Planning Director. You may contact that staff member at (949) 949-443-6323 with any questions. The agenda, including agenda reports, is available to you on our web site: www.sanivancapistrano.orp. If you would like to subscribe to receive a notice when agendas are posted to the web site, please make that request by sending an e-mail to: cityclerk(cil sa n ivanca pistrano.org. Meg Monahan, MMC City Clerk cc: Capistrano Terrace Limited*; William Cuningham, Contract Planner; Steven Apple, AICP, Planning Director * Received staff report San Juan Capistrano: Preserving the Past to Enhance the Future C* Printetl on 100%recycled paper 32400 PASEO ADEEANTO �,J y� MEMBERS OF THE CITY COUNCIL SAN JUAN CAPISTRANO,CA 92675SAM? VI TO (949)493-1171 /,�✓ - THOMAS WW HR (949)493-10531 ESTABLISHED IA)96A)A EA THOMAS HRIBAR www saniaaNcapi.straaO.Org 1776 - JOE SOTELSEN JOE OTO • DR.LONDRES USO AAr April 5, 2007 NOTIFICATION OF ACTION BY THE CITY COUNCIL OF SAN JUAN CAPISTRANO On April 3, 2007, the City Council of San Juan Capistrano met regarding: "Consideration of Approval of Personal Services Agreement for Consultant to Prepare the Mobilehome Park Relocation Impact Report for the Closure of Capistrano Terrace Mobilehome Park. (Overland Pacific & Cutler, Inc)" Item No. D10. The following action was taken at the meeting: Personal Services Agreement with Overland Pacific & Cutler, Inc. for preparation of the mobilehome park relocation impact report for the closure of Capistrano Terrace Mobilehome Park, in an amount not to exceed $78,500 and authorized fee schedule, approved. If you have any questions regarding this action, please contact Steven Apple, AICP, Planning Director at 949-443-6323 for more detailed information. Thank you, l ^ V � Meg ona an, MMC City Clerk Cc: Capistrano Terrace Limited`; William Cuningham, Contract Planner; Steven Apple, AICP, Planning Director San Juan Capistrano: Preserving the Past to Enhance the Future A �, Printed on 100%recycled paper 4/3/2007 AGENDA ITEM D10 TO: David Adams, City Manager FROM: Steven Apple, Planning Director SUBJECT: Consideration of Approval of Personal Services Agreement for Consultant to Prepare the Mobilehome Park Relocation Impact Report for the Closure of Capistrano Terrace Mobilehome Park. (Overland Pacific & Cutler, Inc.) RECOMMENDATION By motion, approve the Personal Services Agreement with Overland Pacific & Cutler, Inc, for preparation of the Mobilehome Park Relocation Impact Report for the closure of Capistrano Terrace Mobilehome Park. SITUATION On February 20, 2007 the City Council approved the selection of the firm of Overland Pacific & Cutler, Inc. (Overland) to prepare the Mobilehome Park Relocation Impact Report for the closure of Capistrano Terrace Mobilehome Park. The City Council also took action to authorize staff to negotiate the final contract details with Overland on a not-to-exceed basis of $104,500. At the time of taking action, the applicant/property owner noted that they were in the process of preparing the application and would be presenting considerable data relating to the park closure. Toe applicant requested staff to include that data in negotiating a final contract cost with Overland. The City Council in taking action to authorize staff to proceed with the next steps, directed staff to evaluate the data submitted by the applicant and to include that material if deemed appropriate by staff. In order to further negotiate the terms of the contract, including use of data submitted by the applicant and contract cost, staff required additional time to meet with Overland staff to evaluate the data submitted. Therefore, staff requested the applicant to agree to an additional two weeks in order to evaluate the data and renegotiate the contract terms and costs. The applicant agreed to that extension, and a copy of a letter agreeing to the extension from the applicant is included as Attachment 2. The applicant submitted the Park Closure application on March 1, 2007, including the supportive documentation required by the City's Mobilehome Park Conversion, Closure and Cessation of Use Ordinance. Staff evaluated the application submittal data, and met with representatives of Overland on March 9, 2007 and March 14, 2007 to negotiate the final work program, schedule and costs to prepare the Relocation Impact Report. Those negotiations resulted in a substantial cost reduction of $26,000. The revised amount of the contract is now a not to exceed amount of $78,500. The final Personal Services Agreement, including the Scope of Work (Exhibit "A") is included as Attachment 1. Agenda Item April 3, 2007 Page 2 Municipal Code Section 9-2.331(c)(2) states that the park owner shall post the full amount of the contract cost with the City before the Consultant is to begin work on the Relocation Impact Report. Accordingly, the contract provides that the Consultant is not to begin its work until a notice to proceed is issued by the City. NOTIFICATION This Agenda item does not require a public hearing notice. However, a copy of this report was sent to the property owner: *Capistrano Terrace Limited 23792 Rockfield Blvd. Lake Forest, CA 92630 RECOMMENDATION By motion, approve the Personal Services Agreement with the firm of Overland Pacific & Cutler, Inc, for preparation of the Mobilehome Park Relocation Impact Report for the closure of Capistrano Terrace Mobilehome Park. Respectfully Submitted, Prepared by, Steven Apple, Al William Cunningham Planning Director Contract Planner Attachments: 1. Personal Services Agreement 2. Applicant's Letter PERSONAL SERVICES AGREEMENT THIS AGREEMENT is made and entered into this_day of ,2007, by and between the City of San Juan Capistrano (hereinafter referred to as the "City") and Overland Pacific & Cutler, Inc., (hereinafter referred to as "Consultant"). RECITALS: WHEREAS, City desires to retain the services of the Consultant for the purpose of preparing a"Relocation Impact Study'("the Study")with respect to the proposed closure of the Capistrano Terrace Mobilehome Park located within the City of San Juan Capistrano, and WHEREAS, Capistrano Terrance, Ltd., (hereinafter "Park Owner"), filed a letter through its agent, dated November 22, 2006, requesting that City appoint a consultant to prepare the Study, and WHEREAS, a Relocation Impact Study for the above referenced closure is required pursuant to the City's Municipal Code, and WHEREAS, the Relocation Impact Study is not to proceed until the park owner has first posted the required project study contract funds with City, and WHEREAS, Consultant has made a proposal to City to prepare the subject Study, WHEREAS, City has determined that Consultant is well qualified to prepare this Study, NOW, THEREFORE, City and Consultant mutually agree as follows: Section 1. Scope of Work. The scope of work to be performed by Consultant shall consist of those tasks as set forth in Exhibit'A"attached and incorporated herein by reference. Consultant agrees and understands that this contract is contingent upon the park owner posting all required contracts funds with the City prior to commencing work. Accordingly, the scope of work shall not be commenced by Consultant until the Park Owner has filed with City a completed park closure application, paid filing and Consultant fees, and Consultant has received a notice to proceed with work from City. Section 2. Term. This Agreement shall commence on the effective date of this Agreement and shall be completed not later than the timelines set forth in Exhibit A. 1 ATTACHMENT Section 3. Compensation. 3.1 Amount Compensation for the scope of services for this Project shall not exceed the total sum of $78,500, as more particularly set forth in Exhibit A. An authorized change in the scope of work shall be paid in accordance with the hourly fee schedule set forth in Exhibit A. 3.2 Method of Payment Consultant shall be compensated in accordance with the payment provisions of Exhibit A. Section 4. Independent Contractor. It is agreed that Consultant shall act and be an independent contractor and not an agent or employee of City, and shall obtain no rights to any benefits which accrue to City's employees. Section 5. Limitations Upon Subcontracting and Assignment. The experience, knowledge, capability and reputation of Consultant, its principals and employees were a substantial inducement for City to enter into this Agreement. Consultant shall not contract with any other entity to perform the services required without written approval of the City. Further, the parties agree that Mr. Marc Labonte shall be the principal directly responsible for this project study on behalf of Consultant. Subcontracting of work is limited to those tasks identified in Exhibit A, unless otherwise authorized in writing by the City. Section 6. Changes to Scope of Work. In the event City requests Consultant to perform extra work not specified in Exhibit A,the parties shall execute an addendum to this agreement setting forth with particularity all terms of the extra work, including but not limited to any additional Consultant's fees. Section 7. Familiarity with Work. By executing this Agreement, Consultant warrants that it has reviewed San Juan Capistrano Municipal Code section 9-2.329, the Park Owner's application, scope of work attached hereto, and is fully prepared to undertake this project Study within the monetary and time limit provisions set forth herein. Section 8. Time of Essence. Time is of the essence in the performance of this Agreement. 2 Section 9. Compliance with Law. Consultant shall comply with all applicable laws, ordinances, codes and regulations of federal, state and local government. Section 10. Conflicts of Interest. Consultant covenants that it presently has no interest and shall not acquire any interest, direct or indirect, which would conflict in any manner or degree with the performance of the services contemplated by this Agreement. No person having such interest shall be employed by or associated with Consultant. Section 11. Copies of Work Product. At the completion of the contract period, Consultant shall have delivered to City at copies of the final Relocation Impact Report per Exhibit A, together with all supporting documentation. All reports submitted to the City shall be in reproducible format. All services to be rendered hereunder shall be subject to the direction and approval of the City's Planning Director. Staff member Bill Cunningham shall be City's designated representative for this project Study. Section 12. Ownership of Documents. All reports, information, data and exhibits prepared or assembled by Consultant in connection with the performance of its services pursuant to this Agreement are confidential to the extent permitted by law, and Consultant agrees that they shall not be made available to any individual or organization without prior written consent of the City. All such reports, information, data, and exhibits shall be the property of the City and shall be delivered to the City upon demand without additional costs or expense to the City. The City acknowledges such documents are instruments of Consultant's professional services. Section 13. Indemnity. Consultant agrees to protect, defend and hold harmless City, its elected and appointed officials and employees from any and all claims, liabilities,expenses or damages of any nature, including attorneys' fees, for injury or death of any person or damage to property or interference with use of property and for damages arising from the negligence, recklessness, or willful misconduct of Consultant in Consultant's performance of tasks under this agreement. Section 14. Insurance. Insurance required herein shall be provided by Admitted Insurers in good standing with the State of California and having a minimum Best's Guide Rating of A- Class VII or 3 better. 14.1 Comprehensive General Liability. Throughout the term of this Agreement, Consultant shall maintain in full force and effect Comprehensive General Liability coverage in the following minimum amounts: $500,000 property damage; $500,000 injury to one person/any one occurrenceinot limited to contractual period; $1,000,000 injury to more than one person/any one occurrence/not limited to contractual period. 14.2 Comprehensive Automobile Liability. Throughout the term of this Agreement,Consultant shall maintain in full force and effect Comprehensive Automobile Liability coverage, including owned, hired and non- owned vehicles in the following minimum amounts: $500,000 property damage; $500,000 injury to one person/any one occurrence/not limited to contractual period; $1,000,000 injury to more than one person/any one occurrence/not limited to contractual period 14.3 Worker's Compensation. If Consultant intends to employ employees to perform services under this Agreement, Consultant shall obtain and maintain, during the term of this Agreement, Worker's Compensation Employer's Liability Insurance in the statutory amount as required by state law. 14.4 Proof of Insurance Requirements/Endorsement. Prior to beginning any work under this Agreement, Consultant shall submit the insurance certificates, including the deductible or self-retention amount, and an additional insured endorsement to the Consultant's general liability and umbrella liability policies. 4 14.5 Errors and Omissions Coverage Throughout the term of this Agreement, Consultant shall maintain Errors and Omissions Coverage (professional liability coverage) in an amount of not less than One Million Dollars ($1,000,000). 14.6 Notice of CancellationfTermination of Insurance. The above policy/policies shall not terminate, nor shall they be cancelled, nor the coverages reduced, until after thirty(30)days'written notice is given to City,except that ten (10) days' notice shall be given if there is a cancellation due to failure to pay a premium. 14.7 Notice to ProceedNerification of Insurance. In addition, Consultant shall not proceed with anywork underthis Agreement until the City has verified that Consultant has complied with all insurance requirements of this Agreement. Section 15. Termination. City and Consultant shall have the right to terminate this Agreement without cause by giving thirty (30) days' advance written notice of termination to the other party In addition,this Agreement may be terminated for cause by providing ten(10)days' notice to the other party of a material breach of contract. If the other party does not cure the breach of contract, then the agreement may be terminated subsequent to the ten (10) day cure period. Section 16. Notice. All notices shall be personally delivered or mailed to the below listed addresses, or to such other addresses as may be designated by written notice. These addresses shall be used for delivery of service of process: To City: City of San Juan Capistrano Attn: Planning Director, Steve Apple 32400 Paseo Adelanto San Juan Capistrano, CA 92675 Tel Ph. 949-443-6323 To Consultant: Overland Pacific & Cutler Attn: Mark LaBonte 10 Hughes, Suite A-207 Irvine, CA 92618 5 Section 17. Attorneys' Fees. If any action at law or in equity is necessary to enforce or interpret the terms of this Agreement, the prevailing party shall be entitled to reasonable attorneys'fees, costs and necessary disbursements in addition to any other relief to which he may be entitled. Section 18. Dispute Resolution. In the event of a dispute arising between the parties regarding performance or interpretation of this Agreement, the dispute shall be resolved by binding arbitration under the auspices of the Judicial Arbitration and Mediation Service ("JAMS"). Section 19. Entire Agreement, This Agreement constitutes the entire understanding and agreement between the parties and supersedes all previous negotiations between them pertaining to the subject matter thereof. IN WITNESS WHEREOF, the parties hereto have executed this Agreement. CITY OF SAN JUAN CAPISTRANO By: Sam Allevato, Mayor CONSULTANT-OVERLAND PACIFIC &CUTLER, INC. By: ATTEST: Margaret R. Monahan, City Clerk APPROVED AS TO FORM: John R. Shaw, City Attorney 6 EXHIBIT A SCOPE OF WORK 1.Tasks to be Performed A. Project Initiation/Background Information I. Set up and have initial meeting with City. 2. Discuss objectives,schedules,scope of work and assumptions of with city staff to come to understanding. 3. Clarify roles and responsibilities,methods of communication, approvals and procedures. 4. Define Project deliverables, necessary meetings with City and with Project occupants&Owner approval dates and any presentations expected. B. Introduction Letter/Survey Questionnaire 1. Work up draft letter of introduction for city staff review to project occupants of need to prepare impact report due to proposed closure of the park. Included will be a proposed survey questionnaire to confirm data gathered by Owner as well as to gather information needed for the Impact Report to include but not be limited to: ❑ Names of all household members ❑ Ages and gender of all occupants ❑ Income of the household ❑ Disability or chronic illness of any household member ❑ Distances to employment and utilized neighborhood services ❑ Special needs of the household ❑ Current rent,utility costs ❑ Outstanding loans ❑ Occupants with housing subsidies 2. Send out approved letters of introduction and questionnaire to Project occupants with return,stamped envelope. 3. For residents who do not respond,OPC will attempt to follow up with individual by telephone to obtain information asked for in questionnaire. 4. For residents who refuse to respond,OPC will utilize information supplied by the Park owner. 1 EXHIBIT A C. Fair Market Value Appraisal 1. Give notice to proceed to appraiser to estimate the fair market value of each mobile home and all fixed property. 2. Appraiser to contact all occupants to inform of need to inspect mobile home,including inside of mobile home. 3. Gather information on mobile home including age, date of manufacture,type,width and size. 4. Estimate Fair Market Value per the requirements of Municipal Code sections 9-2.331(c)(2)(I),(L),(f)(6),and(k)(7). 5. Provide a report of all appraisals in a three ring binder or similar. D. Estimate Cost to Relocate Mobile Home 1. Give notice to proceed to mobile home move estimator to estimate the cost of moving mobile home. 2. Move estimator to visually inspect all mobile homes to make determination of costs to move mobile homes in accordance with City Municipal Code. 3. Identify which mobile homes cannot be relocated to a mobile home park and provide a basis for this conclusion. 4. Provide a report on the costs to move each mobile home. E. Market Research 1. Conduct a survey of comparable mobile home parks within 50 mile radius from the City limits to gather information which includes but is not be limited to: ❑ Park Name ❑ Number of lots,number of vacancies ❑ Lease rates and terms ❑ Policies and restrictions determine the following for the availability of mobile home sites. 2. Survey for sale listings in the parks surveyed above. 3. Survey local marketplace for the availability and cost of rental housing. F. Impact Report Preparation 1. Analyze survey results for incorporation into Impact Report as identified in the Municipal Code. 2. Consider the different mitigation measures in relation to the findings found from occupant surveys and market research. 2 3. Prepare a draft Relocation Impact Report which includes the elements of the City's Municipal Code Section 9-2.331(c) and deliver to City. 4. Meet with City staff to discuss findings and proposed mitigation measures,if any,and come to agreement for final draft. 5. Make changes,if any, and complete final Relocation Impact Report. 6. Deliver 10 copies to City. City will deliver final copy to Owner who shall deliver in accordance with City's Municipal Code Section 9-2.331 (d)(2) G. Public Informational Meetings 1. OPC's Principal and one Senior Consultant staff member will attend two(2)public informational meetings pursuant to Section 9-2.331(d)(3)of the City's Municipal Code. H. Meetings With City 1. OPC's Principal will attend three(3)meetings with City to include Planning Commission,Housing Advisory Committee and City Council meeting. Excluded Services/Assumptions The following assumptions are incorporated into the scope of work as well as services identified below are not included in our fee and/or are assumed to be completed or provided by others: 1. Legal description of the property. 2. A map and detailed description of the condition of the mobile home park, including the nature and location of structures, landscaping, easements,utilities and other on-site features and amenities. 3. Rental Agreements for the mobile home spaces. 4. The number of spaces within the park, length of occupancy by the current occupant of each space and the current lease rate for each space, if not able to be gathered in the survey. 5. A description of the proposed new use and all discretionary approvals for the proposed use, if any. 6. Personal interviews with residents will not be completed. Information gathered by Owner and submitted with application for closure will be relied upon as well as information from survey questionnaire returned by residents and/or follow up telephone contacts. 7. Mobilehome residents will cooperate in the survey process. 8. Owner to provide to OPC all information submitted with closure application in electronic file format 3 2.Hourly Fee Schedule Relocation Impact Preparation In compliance with Government Code Section 65863.7, the City of San Juan Capistrano's Municipal Code Section 9-2.331 and the above scope of work, OPC will prepare the Relocation Impact Report for the proposed closure of the Capistrano Terrace Mobile Home Park for a lump-sum fee of$78„500.00. This fee is broken down between OPC and the selected subcontractors as follows: OPC $20,000.00 Metro litan Appraisal-Company $53,500.00 Best Choice $5,000.00 Total $78,500.011 Method of Payment: For preparation of the Relocation Impact Report, OPC will be paid $10,000 at the time of receiving a Notice To Proceed for their portion of the fee and the balance will be due and payable upon completion and submittal of the final document to the City. At such time that subcontractor work described above is completed, OPC shall submit a progress payment to City for payment of such work. The budget for the proposed meetings with City(3)and Public Informational Meetings(2)identified in this proposal is$5,500.00. Method of Payment: These services will be provided, as agreed and requested, on an hourly basis, at OPC's schedule of hourly rates, provided below. Any additional meetings required will be attended by the appropriate personnel and will be billed hourly at the stated hourly rates. OPC will submit monthly invoices for these services. Hourly Rate Schedule Principal $175 per hour Regional Director $135.00 per hour Sr. Project Manager $130.00 per hour 4 Project Manager $120.00 per hour Senior Acquisition/Relocation Consultant $110.00 per hour Acquisition/Relocation Consultant/Analyst $100.00 per hour Real Estate Technician/Escrow Officer/Project $70.00 per hour Support Secretarial/Clerical $40.00 per hour OPC considers photocopying, first class postage, telephone, facsimile and cellular communication charges as a normal part of doing business. These charges are included in the stated hourly rates. Out-of-pocket expenses — including pre- approved travel and lodging, outside exhibit preparation, requested overnight courier or registered and/or certified mail (return receipt requested) charges and, specialty reproduction — unless otherwise specified, are in addition to the contract amount and will be charged at cost plus ten percent (+10%) for administration, coordination and, handling. Subcontracted services—other than those listed above— will be invoiced at cost plus ten percent(+10%). In the event OPC is required to perform any act in relation to litigation arising out of any project of the City whether that be expert consulting or responding to a complaint or proceeding with discovery and trial, such services are not part of this contract, nor are they part of our normal fees and, if required, shall be invoiced at two times hourly rates. In the event this contract extends twelve (12) months beyond the initial date of execution, the hourly rates and associated fees shall be adjusted upwardly by approximately five percent (5%) per annum, compounded annually, on the anniversary date of this contract. 3. Schedule From a Notice to Proceed, OPC will provide a final Relocation Impact Report in 120 days based on the identified scope of work and schedule depicted on the following page. Additional time may be granted where good cause is shown. Any delays to the schedule beyond the 120 days that are not the responsibility of OPC may result in the revision of the proposed fee. 5 Capistrano Terrace Mobile Home Park Relocation Impact Report Schedule ID Take Month IM onth 2 Month 3 Month 4 Month 5 w 2 w w w w wk wk w w o w w w w w w wk w 1 Notice To Proceed Q 2 Project Initiation 3 Intro Letter/Survey Questionnaire 4 Fair Market Value Appraisals 5 Move Estimates 6 Market Research 7 Report Preparation 6 March 12,2007 Bill Cunningham Interim Planning Director City of San Juan Capistrano 32400 Paseo Adelanto San Juan Capistrano, CA 92675 Re: Capistrano Terrace Mobile Home Park—Closure Dear Bill, As per our conversation on March Th,the owners of the Capistrano Terrace Mobile Home Park are willing to postpone awarding the Relocation Impact Report Contract for the closure of the Park, for one City Council Meeting. The additional time will allow the residents' appraisal to be completed and establish if they are going to purchase the Park. This will also allow the consultant additional time to refine the price and scope of work outlined in the original proposal to incorporate the information provided by the owners as a part of the closure application. If you have any further questions or concerns please don't hesitate to contact me,949-595-5900 or rcerruti(i4advancedonline.com Sincerely, CAPISTRANO TERRACE,LTD., A California limited p rship � e R Robb ti Secretary of the General Partner ATTACHMENT 2 Page 1 of 2 Maria Morris From: Bill Cunningham [dgbc@verizon.net] Sent: Monday, September 10, 2007 6:59 PM To: 'Maria Morris' Subject: RE: Yes, they deposited the funds in May. Bill From: Maria Morris [mailto:MMorris@SanJuanCapistrano.org] Sent: Monday, September 10, 2007 4:37 PM To: 'Bill Cunningham' Subject: FW: Hi Bill, We got the insurance; I just want to confirm that they did deposit the $78,500. Thank youll Maria Mortis Deputy City Clerk 32400 Paseo Adelanto San Juan Capistrano, CA 92675 (949) 443-6309 (949)493-1053 -Fax From: Sent: None Subject: Maria: Let me know if there is anything else needed in order to remove Overland from the "do not pay" list. Bill From: Norman McMenemy [mailto:nMcMenemy@opcservices.com] Sent: Tuesday, September 04, 2007 11:08 AM To: dgbc@verizon.net; SApple@SanJuanCapistrano.org Cc: Mark LaBonte; Chastity Harry; Amber Costello Subject: Insurance - Non-Compliance List Good morning: Mark La Bonte, Vice-president, OP&C, Inc., has asked that I reply to the contention that we have not provided our insurance/indemnification certificates; as a consequence, I have appended, herewith, a copy of our Certificate of Liability Insurance forwarded to the attention of Ms. Maria Morris, Deputy City Clerk, May 30, 2007; and, 'The Hartford's' eighteen (18)-page, Al Endorsement Form. Please advise what matters may still be outstanding and, if any, we will request our risk 9/11/2007 Page 2 of 2 management consultants to look into this. Thanks much, NRMCM/nm Norman McMenemy I Contracts Manager I Long Beach, CA office 1 562.304.2000 Building relationships,delivering projects. 9/11/2007 Page 1 of 2 Maria Morris From: Maria Morris Sent: Monday, September 10, 2007 4:37 PM To: 'Bill Cunningham' Subject: FW: Hi Bill, We got the insurance; I just want to confirm that they did deposit the$78,500. Thank you!! Maria Morris Deputy City Clerk 32400 Paseo Adelanto San Juan Capistrano, CA 92675 (949) 443-6309 (949)493-1053 -Fax From: Sent: None Subject: Maria: Let me know if there is anything else needed in order to remove Overland from the "do not pay" list. Bill From: Norman McMenemy [mailto:nMcMenemy@opcservices.com] Sent: Tuesday, September 04, 2007 11:08 AM To: dgbc@verizon.net; SApple@SanJuanCapistrano.org Cc: Mark LaBonte; Chastity Harry; Amber Costello Subject: Insurance - Non-Compliance List Good morning: Mark La Bonte, Vice-president, OP&C, Inc., has asked that I reply to the contention that we have not provided our insurance/indemnification certificates; as a consequence, I have appended, herewith, a copy of our Certificate of Liability Insurance forwarded to the attention of Ms. Maria Morris, Deputy City Clerk, May 30, 2007; and, 'The Hartford's' eighteen (18)-page, Al Endorsement Form. Please advise what matters may still be outstanding and, if any, we will request our risk management consultants to look into this. Thanks much, NRMCM/nm Norman McMenemy 1 Contracts Manager I Long Beach, CA office 1 562.304.2000 9/10/2007 Page 2 of 2 Building relationships,delivering projects. 9/10/2007 \ Page 1 of 2 Meg Monahan From: Meg Monahan Sent: Wednesday, September 05, 2007 6:16 PM To: nMcMenemy@opcservices.com' Cc: Steven Apple; Maria Morris Subject: RE: Insurance - Non-Compliance List Mr. McMenemy: Thank you for inquiring into the status of the insurance documentation provided for the Overland, Pacific, & Cutler, Inc agreement with the City. I am sorry for the delay in approval. The documents you had forwarded did not meet the standards we were trained to accept. That is why they initially were not accepted. I have forwarded the documents to the City's insurance carrier and requested they review them for compliance against the contract agreements. I have good news. The documents meet the requirements. I will be forwarding the executed agreement shortly and will notify our staff that you are all set. Thank you for your efforts and patience, Meg Monahan, MMC City Clerk 32400 Paseo Adelanto San Juan Capistrano, CA 92675 (949) 443-6308 (949) 493-1053 - fax -----Original Message----- From: Steven Apple Sent: Tuesday, September 04, 2007 11:16 AM To: Maria Morris; Meg Monahan Subject: FW: Insurance - Non-Compliance List Steven A Apple, AICP Planning Director City of San Juan Capistrano Email: SApple@sanjuancapistrano.org City Hall Telephone: (949) 493-1171 -----Original Message----- 9/5/2007 Page 2 of 2 From: Norman McMenemy [mailto:nMcMenemy@opcservices.com] Sent: Tuesday, September 04, 2007 11:08 AM To: dgbc@verizon.net; SApple@SanluanCapistrano.org Cc: Mark LaBonte; Chastity Harry; Amber Costello Subject: Insurance - Non-Compliance List 9/5/2007 Page 1 of 2 Meg Monahan From: jthyden@cjpia.org Sent: Wednesday, September 05, 2007 5:55 PM To: MMonahan@SanJuanCapistrano.org Subject: RE: Overland Pacific Insurance Hello Meg. I have reviewed this and the policy form they sent is acceptable, it meets your requirements. Jim From: Meg Monahan (mailto:MMonahan@SanJuanCapistrano.org] Sent: Tuesday, September 04, 2007 12:22 PM To: Jim Thyden Subject: FW: Overland Pacific Insurance Please see below. Meg Monahan, MMC City Clerk 32400 Paseo Adelanto San Juan Capistrano, CA 92675 (949) 443-6308 (949) 493-1053 -fax -----Original Message----- From: Meg Monahan Sent: Tuesday, September 04, 2007 12:17 PM To: 'jphyden@cjpia.org' Subject: Overland Pacific Insurance Hi Jim, Thank you for assistance. I really appreciate it. I've attached the Overland agreement, insurance certificate, and their policy provisions that we reviewed. Would you please review these and let me know if they suffice? The references I could find include begin at the following points in the policy document: . Page 10 - item 6 . Page 14 - item (6) Thanks again, Meg Monahan, MMC City Clerk 9/5/2007 Page 1 of 1 Meg Monahan From: Meg Monahan Sent: Tesday, September 04, 2007 12:17 PM To: j yden@cjpia.org' Subject: Overland Pacific Insurance Hi Jim, Thank you for assistance. I really appreciate it. I've attached the Overland agreement, insurance certificate, and their policy provisions that we reviewed. Would you please review these and let me know if they suffice? The references I could find include begin at the following points in the policy document: . Page 10 — item 6 . Page 14 — item (6) Thanks again, Meg Monahan, MMC City Clerk 32400 Paseo Adelanto San Juan Capistrano, CA 92675 (949) 443-6308 (949) 493-1053 - fax 9/4/2007 Page I of 1 Meg Monahan Good morning: Mark La Bonte, Vice-president, OP&C, Inc., has asked that I reply to the contention that we have not provided our insurance/indemnification certificates; as a consequence, I have appended, herewith, a copy of our Certificate of Liability Insurance forwarded to the attention of Ms. Maria Morris, Deputy City Clerk, May 30, 2007; and, 'The Hartford's' eighteen (18)-page, Al Endorsement Form. Please advise what matters may still be outstanding and, if any, we will request our risk management consultants to look into this. Thanks much, NRMCM/nm _ . ; Norman McMenemy Contracts Manager I Long Beach, CA office 562. Building relationships, delivering p 9/4/2007 Page 1 of 2 Maria Morris From: Maria Morris Sent: Thursday, April 26, 2007 8:11 AM To: 'Bill Cunningham' Cc: 'Larry Lawrence' Subject: RE: Capistrano Terrace Bill, What I'm going to do is add them to our non-compliance list until they meet all the requirements.. Thanks Maria Morris Deputy City Clerk 32400 Paseo Adelanto San Juan Capistrano, CA 92675 (949) 443-6309 (949) 493-1053-Fax -----Original Message----- From: Bill Cunningham [mailto:dgbc@verizon.net] Sent: Wednesday, April 25, 2007 6:53 PM To: 'Maria Morris' Cc: 'Larry Lawrence' Subject: RE: Capistrano Terrace Maria: I have informed Overland of the need to send the insurance documents. Also, I will be gone for the month of May, but Larry Lawrence will let you know as soon as the applicant submits the$78,500 and Larry will notify Overland that they can start work on the Impact Report. Bill From: Maria Morris [mailto:MMorris@SanJuanCapistrano.org] Sent: Wednesday, April 25, 2007 4:13 PM To: 'Bill Cunningham' Cc: Brenda Heskett; Steven Apple Subject: Capistrano Terrace Hi Bill, I just received the two original agreements with Overland Pacific& Cutler, Inc.; they have been signed by all the parties. I know that you're waiting for a deposit of$78,500 so they can start working. I want to inform you that we haven't received their insurance requirements either. Please notify Overland that they need to provide our office with the insurance certificates to start work as well. Also, please let me know when the money is deposited so I can expedite the agreement as soon as I receive the insurance. Thank you!!! Maria Morns Deputy City Clerk 32400 Paseo Adelanto San Juan Capistrano, CA 92675 (949)443-6309 4/26/2007 Today's Date: April 19, 2007 Transmittal Routing (Check All That Apply) ® City Attorney ❑ City Manager ® City Clerk CONTRACT TRANSMITTAL CIP No. (if any): Project Manager's Last Name: Cunningham Phone Extension: 6325 Council or CRA Meeting Date (if applicable): APPROVING AUTHORITY: (Check One) Mayor ❑CRA Chair ❑City Manager Provide (1) executed original contract for each signing party, including the City. If the agreement is to be recorded — only (1) original will be recorded with certified copies going to other parties. Please provide the mailing address of any party to receive an agreement — unless the mailing address is included within the body of the agreement: Name(s) Street city St Zi Overland Pacific & Cutler, Inc. 10 Hughes Suite A-207 Irvine, CA 92618 OTHER INSTRUCTIONS: Form Date: 01-2004 D - 7 Page 1 of 1 Maria Morris From: Brenda Heskett Sent: Friday, April 13, 2007 8:09 AM To: Maria Morris Subject: FW: [SPAM]Capistrano Terrace -----Original Message----- From: Bill Cunningham [mailto:dgbc@verizon.net] Sent: Friday, April 06, 2007 4:27 PM To: 'Mark LaBonte' Cc: 'Brenda Heskett' Subject: RE: [SPAM]Capistrano Terrace Mark: The City Council approved the Agreement. Please send the signed agreement along with the letter clarifying the meetings/Appraisal substitution to the City. I sent a letter to the applicant notifying them that the Agreement had been approved and reminding them that we cannot authorize Overland to begin work until they deposit the$78,500. Bill From: Mark LaBonte [mailto:mLaBonte@opcservices.com] Sent: Friday, April 06, 2007 3:22 PM To: Bill Cunningham Subject: [SPAM]Capistrano Terrace Bill: I never heard from you regarding what the outcome was at the City Council meeting regarding the impact report. I will be out of the office next week but will be able to read and respond by email if you need me for any reason. Mark LaBonte,SR/WA I Vice President I Long Beach, CA office 1 562.304.2000 ® �,. �,. Building relationships,delivering projects. 4/13/2007 4/3/2007 AGENDA ITEM D10 TO: David Adams, City Manager qk�` FROM: Steven Apple, Planning Director SUBJECT: Consideration of Approval of Personal Services Agreement for Consultant to Prepare the Mobilehome Park Relocation Impact Report for the Closure of Capistrano Terrace Mobilehome Park. (Overland Pacific & Cutler, Inc.) RECOMMENDATION By motion, approve the Personal Services Agreement with Overland Pacific & Cutler, Inc, for preparation of the Mobilehome Park Relocation Impact Report for the closure of Capistrano Terrace Mobilehome Park. SITUATION On February 20, 2007 the City Council approved the selection of the firm of Overland Pacific & Cutler, Inc. (Overland) to prepare the Mobilehome Park Relocation Impact Report for the closure of Capistrano Terrace Mobilehome Park. The City Council also took action to authorize staff to negotiate the final contract details with Overland on a not-to-exceed basis of $104,500. At the time of taking action, the applicant/property owner noted that they were in the process of preparing the application and would be presenting considerable data relating to the park closure. The applicant requested staff to include that data in negotiating a final contract cost with Overland. The City Council in taking action to authorize staff to proceed with the next steps, directed staff to evaluate the data submitted by the applicant and to include that material if deemed appropriate by staff. In order to further negotiate the terms of the contract, including use of data submitted by the applicant and contract cost, staff required additional time to meet with Overland staff to evaluate the data submitted. Therefore, staff requested the applicant to agree to an additional two weeks in order to evaluate the data and renegotiate the contract terms and costs. The applicant agreed to that extension, and a copy of a letter agreeing to the extension from the applicant is included as Attachment 2. The applicant submitted the Park Closure application on March 1, 2007, including the supportive documentation required by the City's Mobilehome Park Conversion, Closure and Cessation of Use Ordinance. Staff evaluated the application submittal data, and met with representatives of Overland on March 9, 2007 and March 14, 2007 to negotiate the final work program, schedule and costs to prepare the Relocation Impact Report. Those negotiations resulted in a substantial cost reduction of $26,000. The revised amount of the contract is now a not to exceed amount of $78,500. The final Personal Services Agreement, including the Scope of Work (Exhibit "A") is included as Attachment 1. Agenda Item April 3, 2007 Page 2 Municipal Code Section 9-2.331(c)(2) states that the park owner shall post the full amount of the contract cost with the City before the Consultant is to begin work on the Relocation Impact Report. Accordingly, the contract provides that the Consultant is not to begin its work until a notice to proceed is issued by the City. NOTIFICATION This Agenda item does not require a public hearing notice. However, a copy of this report was sent to the property owner: `Capistrano Terrace Limited 23792 Rockfield Blvd. Lake Forest, CA 92630 RECOMMENDATION By motion, approve the Personal Services Agreement with the firm of Overland Pacific & Cutler, Inc, for preparation of the Mobilehome Park Relocation Impact Report for the closure of Capistrano Terrace Mobilehome Park. Respectfully Submitted, Prepared by, ��ax�. Steven Apple, Al William Cunningham Planning Director Contract Planner Attachments: 1. Personal Services Agreement 2. Applicant's Letter PERSONAL SERVICES AGREEMENT THIS AGREEMENT is made and entered into this day of , 2007, by and between the City of San Juan Capistrano (hereinafter referred to as the "City") and Overland Pacific & Cutler, Inc., (hereinafter referred to as "Consultant"). RECITALS: WHEREAS, City desires to retain the services of the Consultant for the purpose of preparing a "Relocation Impact Study" ("the Study")with respect to the proposed closure of the Capistrano Terrace Mobilehome Park located within the City of San Juan Capistrano, and WHEREAS, Capistrano Terrance, Ltd., (hereinafter "Park Owner"), filed a letter through its agent, dated November 22, 2006, requesting that City appoint a consultant to prepare the Study, and WHEREAS, a Relocation Impact Study for the above referenced closure is required pursuant to the City's Municipal Code, and WHEREAS, the Relocation Impact Study is not to proceed until the park owner has first posted the required project study contract funds with City, and WHEREAS, Consultant has made a proposal to City to prepare the subject Study, WHEREAS, City has determined that Consultant is well qualified to prepare this Study, NOW, THEREFORE, City and Consultant mutually agree as follows: Section 1. Scope of Work. The scope of work to be performed by Consultant shall consist of those tasks as set forth in Exhibit'A," attached and incorporated herein by reference. Consultant agrees and understands that this contract is contingent upon the park owner posting all required contracts funds with the City prior to commencing work. Accordingly, the scope of work shall not be commenced by Consultant until the Park Owner has filed with City a completed park closure application, paid filing and Consultant fees, and Consultant has received a notice to proceed with work from City. Section 2. Term. This Agreement shall commence on the effective date of this Agreement and shall be completed not later than the timelines set forth in Exhibit A. 1 ATTACHMENT Section 3. Compensation. 3.1 Amount Compensation for the scope of services for this Project shall not exceed the total sum of $78,500, as more particularly set forth in Exhibit A. An authorized change in the scope of work shall be paid in accordance with the hourly fee schedule set forth in Exhibit A. 3.2 Method of Payment. Consultant shall be compensated in accordance with the payment provisions of Exhibit A. Section 4. Independent Contractor. It is agreed that Consultant shall act and be an independent contractor and not an agent or employee of City, and shall obtain no rights to any benefits which accrue to City's employees. Section 5. Limitations Upon Subcontracting and Assignment. The experience, knowledge, capability and reputation of Consultant, its principals and employees were a substantial inducement for City to enter into this Agreement. Consultant shall not contract with any other entity to perform the services required without written approval of the City. Further, the parties agree that Mr. Marc Labonte shall be the principal directly responsible for this project study on behalf of Consultant. Subcontracting of work is limited to those tasks identified in Exhibit A, unless otherwise authorized in writing by the City. Section 6. Changes to Scope of Work. In the event City requests Consultant to perform extra work not specified in Exhibit A, the parties shall execute an addendum to this agreement setting forth with particularity all terms of the extra work, including but not limited to any additional Consultant's fees. Section 7. Familiarity with Work. By executing this Agreement, Consultant warrants that it has reviewed San Juan Capistrano Municipal Code section 9-2.329, the Park Owner's application, scope of work attached hereto, and is fully prepared to undertake this project Study within the monetary and time limit provisions set forth herein. Section 8. Time of Essence. Time is of the essence in the performance of this Agreement. 2 Section 9. Compliance with Law. Consultant shall comply with all applicable laws, ordinances, codes and regulations of federal, state and local government. Section 10. Conflicts of Interest. Consultant covenants that it presently has no interest and shall not acquire any interest, direct or indirect, which would conflict in any manner or degree with the performance of the services contemplated by this Agreement. No person having such interest shall be employed by or associated with Consultant. Section 11. Copies of Work Product. At the completion of the contract period, Consultant shall have delivered to City at copies of the final Relocation Impact Report per Exhibit A, together with all supporting documentation. All reports submitted to the City shall be in reproducible format. All services to be rendered hereunder shall be subject to the direction and approval of the City's Planning Director. Staff member Bill Cunningham shall be City's designated representative for this project Study. Section 12. Ownership of Documents. All reports, information, data and exhibits prepared or assembled by Consultant in connection with the performance of its services pursuant to this Agreement are confidential to the extent permitted by law, and Consultant agrees that they shall not be made available to any individual or organization without prior written consent of the City. All such reports, information, data, and exhibits shall be the property of the City and shall be delivered to the City upon demand without additional costs or expense to the City. The City acknowledges such documents are instruments of Consultant's professional services. Section 13. Indemnity. Consultant agrees to protect, defend and hold harmless City, its elected and appointed officials and employees from any and all claims, liabilities, expenses or damages of any nature, including attorneys' fees, for injury or death of any person or damage to property or interference with use of property and for damages arising from the negligence, recklessness, or willful misconduct of Consultant in Consultant's performance of tasks under this agreement. Section 14. Insurance. Insurance required herein shall be provided by Admitted Insurers in good standing with the State of California and having a minimum Best's Guide Rating of A- Class VII or 3 better. 14.1 Comprehensive General Liability. Throughout the term of this Agreement, Consultant shall maintain in full force and effect Comprehensive General Liability coverage in the following minimum amounts: $500,000 property damage; $500,000 injury to one person/any one occurrence/not limited to contractual period; $1,000,000 injury to more than one person/any one occurrence/not limited to contractual period. 14.2 Comprehensive Automobile Liability. Throughout the term of this Agreement, Consultant shall maintain in full force and effect Comprehensive Automobile Liability coverage, including owned, hired and non- owned vehicles in the following minimum amounts: $500,000 property damage; $500,000 injury to one person/any one occurrence/not limited to contractual period; $1,000,000 injury to more than one person/any one occurrence/not limited to contractual period 14.3 Worker's Compensation. If Consultant intends to employ employees to perform services under this Agreement, Consultant shall obtain and maintain, during the term of this Agreement, Worker's Compensation Employer's Liability Insurance in the statutory amount as required by state law. 14.4 Proof of Insurance Requirements/Endorsement. Prior to beginning any work under this Agreement, Consultant shall submit the insurance certificates, including the deductible or self-retention amount, and an additional insured endorsement to the Consultant's general liability and umbrella liability policies. 4 14.5 Errors and Omissions Coverage Throughout the term of this Agreement, Consultant shall maintain Errors and Omissions Coverage (professional liability coverage) in an amount of not less than One Million Dollars ($1,000,000). 14.6 Notice of CancellationlTermination of Insurance. The above policy/policies shall not terminate, nor shall they be cancelled, nor the coverages reduced, until after thirty (30) days'written notice is given to City, except that ten (10) days' notice shall be given if there is a cancellation due to failure to pay a premium. 14.7 Notice to ProceedNerification of Insurance. In addition, Consultant shall not proceed with any work under this Agreement until the City has verified that Consultant has complied with all insurance requirements of this Agreement. Section 15. Termination. City and Consultant shall have the right to terminate this Agreement without cause by giving thirty (30) days' advance written notice of termination to the other party In addition, this Agreement may be terminated for cause by providing ten (10) days' notice to the other party of a material breach of contract. If the other party does not cure the breach of contract, then the agreement may be terminated subsequent to the ten (10) day cure period. Section 16. Notice. All notices shall be personally delivered or mailed to the below listed addresses, or to such other addresses as may be designated by written notice. These addresses shall be used for delivery of service of process: To City: City of San Juan Capistrano Attn: Planning Director, Steve Apple 32400 Paseo Adelanto San Juan Capistrano, CA 92675 Tel Ph. 949-443-6323 To Consultant: Overland Pacific & Cutler Attm Mark LaBonte 10 Hughes, Suite A-207 Irvine, CA 92618 5 Section 17. Attorneys' Fees. If any action at law or in equity is necessary to enforce or interpret the terms of this Agreement, the prevailing party shall be entitled to reasonable attorneys' fees, costs and necessary disbursements in addition to any other relief to which he may be entitled. Section 18. Dispute Resolution. In the event of a dispute arising between the parties regarding performance or interpretation of this Agreement, the dispute shall be resolved by binding arbitration under the auspices of the Judicial Arbitration and Mediation Service ("JAMS"). Section 19. Entire Agreement. This Agreement constitutes the entire understanding and agreement between the parties and supersedes all previous negotiations between them pertaining to the subject matter thereof. IN WITNESS WHEREOF, the parties hereto have executed this Agreement. CITY OF SAN JUAN CAPISTRANO By: Sam Allevato, Mayor CONSULTANT-OVERLAND PACIFIC &CUTLER, INC. By: ATTEST: Margaret R. Monahan, City Clerk APPROVED AS TO FORM: John R. Shaw, City Attorney 6 EXHIBIT A SCOPE OF WORK 1. Tasks to be Performed A. Project Initiation/Background Information 1. Set up and have initial meeting with City. 2. Discuss objectives, schedules, scope of work and assumptions of with city staff to come to understanding. 3. Clarify roles and responsibilities,methods of communication, approvals and procedures. 4. Define Project deliverables, necessary meetings with City and with Project occupants& Owner approval dates and any presentations expected. B. Introduction Letter/ Survey Questionnaire 1. Work up draft letter of introduction for city staff review to project occupants of need to prepare impact report due to proposed closure of the park. Included will be a proposed survey questionnaire to confirm data gathered by Owner as well as to gather information needed for the Impact Report to include but not be limited to: ❑ Names of all household members ❑ Ages and gender of all occupants ❑ Income of the household ❑ Disability or chronic illness of any household member 0 Distances to employment and utilized neighborhood services ❑ Special needs of the household ❑ Current rent,utility costs 0 Outstanding loans 0 Occupants with housing subsidies 2. Send out approved letters of introduction and questionnaire to Project occupants with return, stamped envelope. 3. For residents who do not respond, OPC will attempt to follow up with individual by telephone to obtain information asked for in questionnaire. 4. For residents who refuse to respond, OPC will utilize information supplied by the Park owner. 1 EXHIBIT A C. Fair Market Value Appraisal 1. Give notice to proceed to appraiser to estimate the fair market value of each mobile home and all fixed property. 2. Appraiser to contact all occupants to inform of need to inspect mobile home, including inside of mobile home. 3. Gather information on mobile home including age, date of manufacture,type, width and size. 4. Estimate Fair Market Value per the requirements of Municipal Code sections 9-2.331(c)(2)(I), (L) , (f)(6),and(k)(7). 5. Provide a report of all appraisals in a three ring binder or similar. D. Estimate Cost to Relocate Mobile Home 1. Give notice to proceed to mobile home move estimator to estimate the cost of moving mobile home. 2. Move estimator to visually inspect all mobile homes to make determination of costs to move mobile homes in accordance with City Municipal Code. 3. Identify which mobile homes cannot be relocated to a mobile home park and provide a basis for this conclusion. 4. Provide a report on the costs to move each mobile home. E. Market Research 1. Conduct a survey of comparable mobile home parks within 50 mile radius from the City limits to gather information which includes but is not be limited to: ❑ Park Name ❑ Number of lots,number of vacancies ❑ Lease rates and terms ❑ Policies and restrictions determine the following for the availability of mobile home sites. 2. Survey for sale listings in the parks surveyed above. 3. Survey local marketplace for the availability and cost of rental housing. F. Impact Report Preparation 1. Analyze survey results for incorporation into Impact Report as identified in the Municipal Code. 2. Consider the different mitigation measures in relation to the findings found from occupant surveys and market research. 2 3. Prepare a draft Relocation Impact Report which includes the elements of the City's Municipal Code Section 9-2.331(c) and deliver to City. 4. Meet with City staff to discuss findings and proposed mitigation measures, if any, and come to agreement for final draft. 5. Make changes, if any, and complete final Relocation Impact Report. 6. Deliver 10 copies to City. City will deliver final copy to Owner who shall deliver in accordance with City's Municipal Code Section 9-2.331 (d)(2) G. Public Informational Meetings 1. OPC's Principal and one Senior Consultant staff member will attend two (2) public informational meetings pursuant to Section 9-2.331(d) (3)of the City's Municipal Code. H. Meetings With City 1. OPC's Principal will attend three (3)meetings with City to include Planning Commission,Housing Advisory Committee and City Council meeting. Excluded Services/Assum tp ions The following assumptions are incorporated into the scope of work as well as services identified below are not included in our fee and/or are assumed to be completed or provided by others: 1. Legal description of the property. 2. A map and detailed description of the condition of the mobile home park, including the nature and location of structures, landscaping, easements,utilities and other on-site features and amenities. 3. Rental Agreements for the mobile home spaces. 4. The number of spaces within the park, length of occupancy by the current occupant of each space and the current lease rate for each space, if not able to be gathered in the survey. 5. A description of the proposed new use and all discretionary approvals for the proposed use, if any. 6. Personal interviews with residents will not be completed. Information gathered by Owner and submitted with application for closure will be relied upon as well as information from survey questionnaire returned by residents and/or follow up telephone contacts. 7. Mobilehome residents will cooperate in the survey process. 8. Owner to provide to OPC all information submitted with closure application in electronic file format 3 2. Hourly Fee Schedule Relocation Impact Preparation In compliance with Government Code Section 65863.7, the City of San Juan Capistrano's Municipal Code Section 9-2.331 and the above scope of work, OPC will prepare the Relocation Impact Report for the proposed closure of the Capistrano Terrace Mobile Home Park for a lump-sum fee of$78,500.00. This fee is broken down between OPC and the selected subcontractors as follows: OPC $20,000.00 Metropolitan Appraisal Company $53,500.00 Best Choice $5,000.00 Total $78,500.00 Method of Payment: For preparation of the Relocation Impact Report, OPC will be paid $10,000 at the time of receiving a Notice To Proceed for their portion of the fee and the balance will be due and payable upon completion and submittal of the final document to the City. At such time that subcontractor work described above is completed, OPC shall submit a progress payment to City for payment of such work. The budget for the proposed meetings with City (3) and Public Informational Meetings (2) identified in this proposal is$5,500.00. Method of Payment: These services will be provided, as agreed and requested, on an hourly basis, at OPC's schedule of hourly rates, provided below. Any additional meetings required will be attended by the appropriate personnel and will be billed hourly at the stated hourly rates. OPC will submit monthly invoices for these services. Hourly Rate Schedule r+5 �y {:"'�"�'{�'Ajvx"x "� ! > m„ "p v:�,. .�; ..y..r a ps•� w ' # �.'z ;�`�„a.p,: Principal $175 per hour Regional Director $135.00 per hour Sr. Project Manager $130.00 per hour 4 Project Manager $120.00 per hour Senior Acquisition/Relocation Consultant $110.00 per hour Acquisition/Relocation Consultant/Analyst $100.00 per hour Real Estate Technician/Escrow Officer/Project $ 70.00 per hour Support Secretarial/Clerical $40.00 per hour OPC considers photocopying, first class postage, telephone, facsimile and cellular communication charges as a normal part of doing business. These charges are included in the stated hourly rates. Out-of-pocket expenses — including pre- approved travel and lodging, outside exhibit preparation, requested overnight courier or registered and/or certified mail (return receipt requested) charges and, specialty reproduction — unless otherwise specified, are in addition to the contract amount and will be charged at cost plus ten percent (+10%) for administration, coordination and,handling. Subcontracted services—other than those listed above— will be invoiced at cost plus ten percent(+10%). In the event OPC is required to perform any act in relation to litigation arising out of any project of the City whether that be expert consulting or responding to a complaint or proceeding with discovery and trial, such services are not part of this contract, nor are they part of our normal fees and, if required, shall be invoiced at two times hourly rates. In the event this contract extends twelve (12) months beyond the initial date of execution, the hourly rates and associated fees shall be adjusted upwardly by approximately five percent (5%) per annum, compounded annually, on the anniversary date of this contract. 3. Schedule From a Notice to Proceed, OPC will provide a final Relocation Impact Report in 120 days based on the identified scope of work and schedule depicted on the following page. Additional time may be granted where good cause is shown. Any delays to the schedule beyond the 120 days that are not the responsibility of OPC may result in the revision of the proposed fee. 5 Capistrano Terrace Mobile Home Park Relocation Impact Report Schedule ID Take Month 1 Month 2 Month 3 Month 4 Month 5 WK 1 w wk w wk 1 wk 2 w 3 4 wk 21 wk 3 I WK 4 1 Wk 1 I WK 2 1 wk J I wk 4 1 Wk 1 I WK 2 1 wk 3 1 w 4 1 Notice To Proceed Q 2 Project Initiation 3 Intro Letter/Survey Questionnaire 4 Fair Market Value Appraisals 5 Move Estimates 6 Market Research 7 Report Preparation 6 March 12, 2007 Bill Cunningham Interim Planning Director City of San Juan Capistrano 32400 Paseo Adelanto San Juan Capistrano, CA 92675 Re: Capistrano Terrace Mobile Home Park—Closure Dear Bill, As per our conversation on Match 9',the owners of the Capistrano Terrace Mobile Home Park are willing to postpone awarding the Relocation Impact Report Contract for the closure of the Park, for one City Council Meeting. The additional time will allow the residents' appraisal to be completed and establish if they are going to purchase the Park. This will also allow the consultant additional time to refine the price and scope of work outlined in the original proposal to incorporate the information provided by the owners as a part of the closure application. If you have any further questions or concerns please don't hesitate to contact me, 949-595-5900 or rcetrut C@advancedonline.com Sincerely, CAPISTRANO TERRACE, LTD., A California limited p ership R. Robb Cetruti Secretary of the General Partner ATTACHMENT 32400 PASEO ADELANTO MEMBERS OF THE CITU COUNCIL SAN JUAN CAPISTRANO,CA 92675 (949)493.1171 /,q: SAM A.HRIBAR O In[XRvoAAEEU THOMAS W. (949)493-1053 FAX t'S' VVV ESIRIEIfX fO )9s� MARK NIELSEN w ww.ranjuancapistrano.org 1776 JOE SOTO • DR.LONDRES USO NOTIFICATION OF MEETING OF POTENTIAL INTEREST OF THE SAN JUAN CAPISTRANO CITY COUNCIL The City Council of San Juan Capistrano will meet at 7:00 p.m. on April 3, 2007 in the City Council Chamber in City Hall, to consider: "Consideration of Approval of Personal Services Agreement for Consultant to Prepare the Mobilehome Park Relocation Impact Report for the Closure of Capistrano Terrace Mobilehome Park. (Overland Pacific & Cutler, Inc)" — Item No. D10. If you have specific thoughts or concerns regarding this item, you are encouraged to participate in this decision making process. You can communicate with the City Council through correspondence addressed to the Council and/or by attending the meeting and speaking to the Council during the public meeting. Correspondence related to this item must be received at the City Clerk's office by 5:00 p.m. on Monday, April 2, 2007 to allow time for the Council to consider its content. If you would like to speak at the meeting, please complete a yellow "Request to Speak" form found inside the entrance to the Council Chamber. This form is turned in at the staff table, just in front of the Council dais. You will be called to speak by the Mayor when the item is considered. You have received this notice at the request of the City staff member Steven Apple, AICP, Planning Director. You may contact that staff member at (949) 949-443-6323 with any questions. The agenda, including agenda reports, is available to you on our web site: www.sanivancapistrano.org. If you would like to subscribe to receive a notice when agendas are posted to the web site, please make that request by sending an e-mail to: cityclerk(a)sanivancapistrano.org. Meg Monahan, MMC City Clerk cc: Capistrano Terrace Limited"; William Cuningham, Contract Planner; Steven Apple, AICP, Planning Director Received staff report San Juan Capistrano: Preserving the Past to Enhance the Future �� Printed on 100%recycled paper 2/20/2007 AGENDA ITEM G 3a TO: David Adams, City Manager FROM: William Cunningham, Interim Planning Director SUBJECT: Consideration of Selection of Consultant to Prepare the Mobilehome Park Relocation Impact Report for the Closure of Capistrano Terrace Mobilehome Park. (Overland Pacific & Cutler, Inc.) RECOMMENDATION By motion, approve the selection of Overland Pacific & Cutler, Inc, for preparation of the Mobilehome Park Relocation Impact Report for the closure of Capistrano Terrace Mobilehome Park, not to exceed $104,500; authorize staff to prepare a Personal Services Agreement; and authorize the City Manager to execute the agreement. SITUATION On November 22, 2006, the City received a letter from John B. Carmichael representing the owners of Capistrano Terrace Mobilehome Park notifying the City of their intent to close the park. Municipal Code Section 9-2.331 provides for the procedures and regulations for processing requests to close mobilehome parks and/or convert them to another use. Under those provisions, the City is required to select a professional consultant that specializes in such closures and conversions to evaluate and prepare a relocation impact report, including, but not limited to, an evaluation of the costs associated with relocation of mobilehomes within the park, and an appraisal of the fair market value of each mobilehome and associated fixed property of those coaches that cannot be relocated. Under the provisions of the Mobilehome Park Closure provisions, the park owner is notified of the cost of preparing the Impact Report and is required to deposit that amount with the City (in addition to depositing the application filing fee). Subsequent to the receipt of the letter from Mr. Carmichael, staff contacted and solicited bids from three firms that were known to have expertise in the field of mobilehome park closure reports. The three firms invited to submit bids were: 1) Epic Land Solutions, Inc., 2) Overland Pacific & Cutler, Inc., and 3) Paragon Partners, Ltd. Each of the foregoing submitted bids on Friday, February 9, 2007. Each of the bids are fairly close in terms of the scope of work and cost estimate, with the costs of each firm being as follows: Epic $86,365; Overland $96,500; and Paragon $109,100. (Note: Epic's original proposal did not include the appraised values of the coaches and staff requested the firm to submit an addendum that included the appraisal fees, resulting in the cost proposal as stated in the foregoing). 'Agenda Item Page 2 February 20 2007 Each firm's proposal was generally responsive to the City's request for proposals and responded with the steps and data outlined in the City's Mobilehome Park Conversion, Closure and Cessation of Use Ordinance. However, there were some notable differences with respect to each firm's past experience and with the methodology proposed, particularly as it pertains to the requirement for obtaining the information relating to the residents within the park. With respect to experience, all three firms have had experience directly related to preparation of mobilehome park closure impact reports under contract either to a public agency or to a park owner. However, staff notes that Overland's experience was more extensive than the other firm's, particularly in preparing impact reports under contract to a public agency. Overland's experience includes 11 cities, redevelopment agencies and housing authorities, and includes mobilehome parks located within Orange and San Diego Counties. With respect to the time proposed to complete the impact reports, staff notes the timeframe for completion varied between the consultants. The reason for the extreme difference in time between the three firms is due to the procedures proposed to survey the park residents. The Epic proposal was based on a survey format to gather and summarize the various data required under the City's Ordinance that does not include direct face-to-face contact with each mobilehome resident. The Overland proposal, on the other hand, proposes to conduct face-to-face meetings with each resident to obtain the information. The Paragon proposal was based on a combination of the two: a survey format with individual contact of each resident not responding to the survey. In evaluating the three proposals, staff feels that the Overland proposal to conduct face-to- face meetings with each park resident is important in insuring that the information is accurate and reliable. Also, with respect to the time to complete the impact report, staff re-contacted Paragon to clarify the short time frame proposed in their proposal and was informed that that firm planned on utilizing existing information relating to the survey of mobilehome parks within the 50-mile radius. Staff is concerned that the radius survey include up-to-date information and would prefer the additional time it may take to undertake an original survey of the mobilehome parks within the 50-mile radius. Both the Epic and Overland proposals include provisions for 50-mile surveys to be conducted in conjunction with the preparation of the report, resulting in more recent and accurate data. Finally, all three firms included attendance at public meetings and provided for attendance at additional meetings as requested by the City on a cost and materials basis. The following summarizes the meetings as outlined in each firm's proposal: Firm Resident City/Owner Public Meetings Meetings Hearings Epic 1 0 1 Overland 3 2 0 Paragon 4 3 1 'Agenda Item Page 3 February 20 2007 Staff notes that the Overland proposal did not include public meeting attendance within the base project costs; however, the proposal did include a provision for additional meetings at a rate of up to $8,000. Given staffs experience with similar projects, and given the high level of public interest in the Capistrano Terrace closure issue, staff feels that the project will require at least two hearings before the Planning Commission, one meeting before the Housing Advisory Committee, and at least one hearing before the City Council. Therefore, if the $8,000 additional for those meetings is included in the base Overland proposal amount of $96,500, the total project cost estimate is $104,500. It should be noted that both of the other firms also included hourly "cost/materials" estimates for the eventuality of additional meeting attendance. Therefore, in staffs opinion, both the Paragon and Epic proposals would need to be augmented since each provided for attendance at only one public hearing. In summary, staff is of the opinion that the Overland proposal is superior to the other two proposals on the basis that the method of survey of park residents will result in a more accurate assessment of resident needs, and the overall experience of the firm is more extensive, particularly as it relates to work for other public agencies specifically as it relates to mobilehome park closures. Therefore, it is staffs recommendation that the City Council approve the selection Overland Pacific & Cutler, and authorize staff to negotiate a Personal Services Agreement with that firm. RECOMMENDATION By motion, approve the selection of Overland Pacific & Cutler, Inc, for preparation of the Mobilehome Park Relocation Impact Report for the closure of Capistrano Terrace Mobilehome Park, not to exceed $104,500; authorize staff to prepare a Personal Services Agreement; and authorize the City Manager to execute the agreement. Respectfully Submitted, LU. / ���crtiGGttu William Cunningham Interim Planning Director Attachments: Consultant Proposals (3) ATTACHMENT I CONSULTANT PROPOSALS HAVE BEEN PROVIDED TO THE CITY COUNCIL MEMBERS COPIES ARE AVAILABLE AT THE CITY CLERK' S OFFICE FOR PUBLIC REVIEW ATTACHMENT 2/20/2007 Proposal to Provide Services Re _ Gia By The City of San Juan Capistrano For Relocation Impact Report for Proposed Closure of Capistrano Terrace Mobilehome Park Submitted on February 8, 2007 by Epic Land Solutions, Inc. 24050 Madison Street 500 N.State College Blvd. Suite 205 Suite 1100 Torrance,CA 90505 Orange,CA 92868 Phone: 310-378-1178 Phone: 714-665-0046 Fax: 310-378-0558 Fax: 714-665-0049 3941 Brockton Ave. 16466 Bernardo Center Drive Suite 3 Suite 283 Riverside,CA 92501 San Diego,California 92128 Phone: 951-321-1800 Phone: 858487-6401 Fax: 951-321-1836 Fax: 85887-6473 9600 SW Oak St. Suite 570 Portland,OR 97223 Phone: 503-244-0626 Fax: 503-244-0627 www.Micland.com PI 'a itpassmg#h ns1�a1 or sdl�arY,;pa �Uw w to snap �: auci£nllrtrsxe�t1u�ltt} ��#u merlcan ftiemYa E D En Wh€ungatage Thud Edttiun tun it�&t. 1fltXtn t�apaet ,199b1 ATTACHMENT 1 Epic Land Solutions, Inc. 500 N. State College Blvd. Suite 1100 Voice: 714-665-0046 Fax: 714-665-0049 February 8, 2007 William Cunningham Interim Planning Director City of San Juan Capistrano 32400 Paseo Adelanto San Juan Capistrano, CA 92675 Subject: Proposal responding to the RFP for Relocation Impact Report for Proposed Closure of Capistrano Terrace Mobilehome Park Dear Mr. Cunningham: Thank you for the opportunity to present this proposal. Epic is enthusiastic about the prospect of partnering with the City of San Juan Capistrano in providing the services as specified in the request for proposal. Epic Land Solutions, Inc. is a full service real estate and public outreach consulting firm. Our team is well versed in Federal and State regulations related to real estate. In addition to numerous residential, commercial and industrial real estate projects, Epic's team has performed many specialty relocations, including studies for, and relocations of,mobile homes. We are pleased to announce Lynette Overcamp as the Project Manager. Ms. Overcamp has over twenty years of real estate experience. She has worked with numerous types of properties, including residential, commercial, industrial and mobile homes. She is highly knowledgeable in real estate, and is sensitive to the impact that relocation has on the lives of the displacees. Ms. Overcamp has drafted numerous reports and plans for low income housing with adherence to the applicable Federal and State laws. Epic Land Solutions, Inc. is a certified woman-owned business with certifications from California Department of Transportation(Certification#CT-032152) and the WMBE Clearinghouse(Verification Order IBS00010). Epic Land Solutions, Ince w .eoiclmd.com ♦ The person to contact during the period of proposal evaluation is: Jim Overcamp Vice President Epic Land Solutions, Inc. 24050 Madison Street, Suite 205 Voice: 310-378-1178 Fax: 310-378-0558 JimOvercampReoicland.com ♦ I, Jim Overcamp,Vice President; Holly Rockwell, President; and Lynette Overcamp, Vice President; are authorized to bind Epic Land Solutions, Inc. to the terms of this proposal. We understand that these types of projects can be controversial and take very seriously the responsibility of representing the.City of San Juan Capistrano in ensuring that the appropriate steps have been taken related to this project. We will always strive to advance the economic, legal and relationship interest of the city to the best of our ability, all within the regulatory framework governing our industry. If you have any questions or require any additional information, please don't hesitate to contact me at(310) 378-1178. Sincerely yours, gem �;e James L. Overcamp Jr. Vice President Epic Land Solutions, Ince w xpidmd.wm TABLE OF CONTENTS CompanyProfile..............................................................................................................................2 RelatedExperience..........................................................................................................................8 Approach........................................................................................................................................14 ProjectPlan....................................................................................................................................18 Personnel .......................................................................................................................................19 CostSummary................................................................................................................................21 Assumptions...................................................................................................................................23 Appendices Epic Land Solutions, Inc. 1 w .eoiclandxom COMPANY PROFILE COMPANY PROFILE Epic Land Solutions, Inc. is a full service right of way consulting firm,DBENME certified, whose purpose is to acquire and manage real property interests needed by clients to construct infrastructure facilities. Epic services its clients, which include Counties, Cities, Water Districts, School Districts, Redevelopment Agencies, Transportation Authorities, and Energy Companies, from its offices in Los Angeles, Orange County, Riverside (Inland Empire), San Diego and Portland, Oregon. MISSION STATEMENT Epic stands upon its commitment to provide the highest level of real property acquisition, property management, and relocation assistance services by creating and maintaining: AN ENVIRONMENT that empowers its carefully chosen staff to achieve their full professional potential, WITHOUT COMPROMISE, the highest standards of integrity and professionalism, A PARNTERSHIP with our clients to create solutions for the public good. SERVICES The purchase of property rights for infrastructure facilities can be complex and involve many disciplines. Epic is able to provide single or tum-key services. Services Right of Way Project Management Property Management Appraisal Review Negotiation and Acquisition Title Examination Database Development&Management Relocation Assistance Site/Route Selection Rights of Entry Permits Relocation Impact Reports Appraisal Feasibility/Cost Studies Site/Route Selection&GIS Support Excess Land Disposal Community Outreach Services Epic Land Solutions, Ince 2 w &Ricland.com MANAGEMENT TEAM The Epic management team came together out of the collective belief of long-time practitioners that there needed to be,in the right of way consultant's market place, a company that brought modern management techniques and new ways of thinking to the business of acquiring land for public agencies. Holly Rockwell, CPA President Ms. Rockwell has been a program and project manager for numerous large scale engagements. Her experience in the right-of-way industry includes overseeing projects for public and private clients, including cities, counties,redevelopment agencies, transportation authorities, water districts, school districts, energy companies, and alternative energy companies. Prior to establishing Epic Land Solutions, hic., she was a manager with a global consulting firm in their Real Estate and Financial Services Division,where she supervised large-scale consulting engagements for institutions in the United States and Europe. Ms. Rockwell received her Bachelor of Science in Economics from the Wharton School of Business at the University of Pennsylvania. In the State of California, she is a licensed Certified Public Accountant(CPA), a licensed Real Estate Salesperson and a Notary Public. Ms. Rockwell is also a Past-President of IRWA Chapter#1 (2004- 2005). Jim Overcamp, SR/WA Vice-President For thirty years, Mr. Overcamp has been engaged in right of way and real property work. He has managed the land department of a large multi-state utility, served as Executive Vice President of the International Right of Way Association, and been Executive Editor of a subscriber-paid industry newsletter called Land Rights News. Additionally, he has been involved in the ownership and/or management of three consulting firms that provide real property services to infrastructure-building public and private clients. His work has included managing hundreds of projects, and concluding thousands of real property transactions. He has authored many articles, reports, and proposals. Mr. Overcamp has been a member of the International Right of Way Association since 1974 and has held the Senior Member designation (SR/WA) since 1982. He is a licensed Real Estate Broker. Other memberships include the American Public Works Association and the American Wind Energy Association. Epic Land Solutions, Inc.e 3 www.Micland.com Lynette Overcamp Vice-President Ms. Overcamp has over twenty years of right of way experience. She is highly knowledgeable in both acquisition and relocation assistance, and familiar with the Federal and State laws pertaining to those areas. Ms. Overcame has managed acquisition and relocation projects for cities, counties,redevelopment agencies, school districts, energy companies and many other types of public agencies and public utilities. Her range of experience includes working with residential,retail, industrial, and specialty properties, including churches, dairy/cattle ranches, and mortuaries. In addition to acquisition and relocation assistance, she is also experienced in siting/routing feasibility, surplus property sales,property management, litigation support,permitting and ownership and title research. She is a licensed salesperson and a notary public in the State of California. Ms. Overcamp has served as the Education Chair for the International Right of Way Association (IRWA) since 2005 and is a candidate for the Senior Member(SR/WA) designation. Casey Overcamp Vice-President Mr. Overcamp combines strong organizational skills with his experience in real estate and right of way. He has extensive project management experience, and is particularly knowledgeable in planning, monitoring, and cost containment for clients. His background in the high-tech industry has provided him with an in- depth understanding of the establishment and maintenance of databases for a number of different right of way purposes. Prior to joining Epic, Mr. Overcamp managed several key projects for First American Title Corporation. He is a licensed salesperson. Duncan Bush Project Manager Mr. Bush has almost twenty-five years of experience in the real estate and right of way industry. He has a wide range of skills,including assessment and land planning, appraisal,right of way project coordination, and negotiation and acquisition. Mr. Bush's 14 year employment with CalTrans provided him with superior knowledge in Federal and State right of way regulations. As Right of Way Project Coordinator he was responsible for addressing right of way issues and providing alternatives and solutions to right of way problems. His experience with CalTrans also included valuation of proposed projects for the Right-of-Way data sheets, cost to cure damages, loss of goodwill, remainder values,determination of larger parcels,mitigation costs, material sites,outdoor advertisement costs, air space sites,relinquishment properties, special use properties,mining operations, functional replacement properties, environmentally sensitive and contaminated properties. In addition to the Federal Highway Administration,he has worked at length with other federal agencies including the Army Corps of Engineers, Department of Fish and Game, Bureau of Land Management, Bureau of Indian Affairs, US Forestry, and various military reservations. His experience with CALTRANS also includes planning and coordinating utility relocations. He holds a California Epic Land Solutions, Ince 4 w .eoiclmd.com Real Estate Sales License. He has been a member of IRWA Inland Empire Chapter 57 for 17 years and is the current Professional Development Chair overseeing all new SR/WA certifications. Ray Mehler Project Manager Mr. Mehler has nearly 20 years of experience in public and private sector project management. He brings process and systems background to enable Epic to perform large acquisition and relocation projects efficiently, effectively and with high customer satisfaction. Mr. Mehler is a member of IRWA and is working toward his SR/WA designation and Relocation Certification. He is also a member of the Project Management Institute. Currently Ray is the Project Manager for one of Epic's most significant acquisition and relocation efforts for Los Angeles Unified School District. He is overseeing 12 agents in the acquisition of over 80 parcels and the relocation of almost 180 residences and businesses. Joe Damm Human Resources Manager Mr. Damm has been the core of Epic's hiring plan for the past three years and has developed a creative and rigorous recruiting and interview program for Epic that has greatly enhanced the quality of our new hires. Mr. Damm has also managed several large scale projects for Epic,most recently the acquisition of 2,934 rights of entry for Mid County Parkway. His project experience provides him with an in- depth understanding of the type of personnel needed to fulfill Epic's project needs and the best method of staffing the projects. Mr. Damm's right of way project experience, as well as his natural ability to understand people and perceive strengths and weaknesses, is an unusual combination in the right of way world. Mr. Damm has extensive experience in low- income/disadvantaged communities, speaks fluent Spanish and has performed consulting services for numerous Spanish-speaking business owners. Debra Lundy San Diego Manager Debbie Lundy joined Epic in July 2006 after having spent the last five years working with the City of San Diego. Her first position was as a land use paralegal in the Office of the City Attorney where she researched and analyzed land use issues,worked on condemnation and inverse condemnation cases, and provided oversight to interns participating in a University of San Diego Paralegal Program. She then moved to the City's Real Estate Assets—Acquisition and Valuation Division as a Property Agent,handling acquisitions, sales, and valuation research. Debbie is an active member of the IRWA Chapter 11 in San Diego and is currently working to obtain the Senior Right of Way Member designation(SR/WA). She is a graduate of San Diego State University, and also holds a Paralegal Certificate from the University of San Diego, a Salesperson License, and a Notary Commission. Epic Land Solutions, Ince 5 w .eoiclmd.w STAFF Epic has sought out those professionals that want to work in a creative, industrious, and team- oriented environment, and agree that quality service to clients is an abiding principal. After exhaustive background checks, extensive interviews, and often first hand knowledge of their abilities, over 20 professionals with extensive right of way experience have come on-board with Epic. Epic's staff is knowledgeable and experienced in application of State and Federal regulations, including Title XI of the Financial Institutions Recovery, Reform, and Enforcement Act of 1989, as amended, the Uniform Relocation Assistance and Real Property Acquisitions Policies Act of 1970, as amended, and Title VI. WBE/DBE PARTICIPATION Epic holds designations as follows: ISSUING AGENCY DESIGNATION CERTIFICATE CERTIFICATION NUMBER EXPIRATION DATE California Department of Transportation (CADOT) DBE,SWBE CT-032152 12-31-06 Suppliers Clearing House(U81ity Supplier Diversity Program of the Celifomia Public Utilities Commission) WBE lBS00010 02-10-07 Metropolitan Water District of Southern California(MWD) SBE 531390 07-15-07 State of Oregon DBE 4095 10-13-08 INSURANCE Epic has in full force and effect: Workers' Compensation insurance($1,000,000 statutory limit), Automobile Liability insurance ($2,000,000 combined single limit), General Liability insurance ($2,000,000 each occurrence/$4,000,000 general aggregate), and Right of Way Consultants Professional Liability insurance ($2,000,000 each claim/$2,000,000 aggregate). LANGUAGE SUPPORT Epic has agents fluent in both Spanish and English, and can provide translators in other languages as necessary. LICENSES Beyond the proven skill and experience that is evidenced by our track record, all of Epic's acquisition and relocation personnel either have obtained either a California Brokers License or a California Real Estate Sales Persons License or in pursuit of those licenses. Many of the agents are licensed notary publics. Epic Land Solutions, Ince 6 w .eoicland.com CLIENTS Epic takes very seriously a client's trust in our ability to represent them. Our people strive to advance the economic,legal and relationship interest of the client to the best of their ability, all within the regulatory framework governing the industry. TransportationAgencies: • Los Angeles World Airports Riverside County Transportation Commission • Los Angeles Port Authority • Solano County Department of • Orange County Transportation Authority Transportation • Southern California Logistics Airport Cities: • City of Beaverton City of Los Angeles • City of Chino Hills City of Mission Viejo • City of Corona City of Murrieta • City of Cypress City of Riverside • City of Fontana City of Gardena City of Santee • City of Glendale City of Vernon • City of Irvine City of Victorville School Districts: • Jurupa Unified School District Los Angeles Unified School District • Pomona Unified School District Energy Companies: • San Diego Gas and Electric Southern California Gas Company • Imperial Irrigation District Southern California Edison Company Redevelopment Agencies: • City of San Diego Redevelopment Agency Los Angeles County Development • Economic Development Agency of the County Commission of Riverside Redevelopment Agency of the City of • Lancaster Redevelopment Agency Rialto • Los Angeles City Redevelopment Agency San Diego Centre City Development Corporation Water, Flood, and Sanitation Agencies: • Antelope Valley-East Kern Water Agency Santa Clara Valley Water District • Contra Costa Water District Victor Valley Waste Water Reclamation • Las Virgenes Water District Authority • Orange County Flood Control District Western Municipal Water District • Orange County Water District Counties: Washington County County of Orange • County of Riverside Epic Land Solutions, Inc.000 7 w .eeicland.com EXPERIENCE/ REFERENCES RELATED EXPERIENCE City of La Mesa La Mesa Terrace Mobile Home Park PROJECT DESCRIPTION Epic Land Solutions, Inc. provided an independent evaluation of the La Mesa Terrace Mobile Home Park for the city of La Mesa. The owner of the mobile home park wanted to redevelop the property with condominiums. The city retained Epic to evaluate and determine the affects of closing and/or relocating the mobile home park as in accordance with State law and accepted practices. Epic reviewed the relocation consultant plans, conducted interviews with mobile home owners, conducted interviews with the developers, performed research on applicable market conditions, comparable mobile home parks, income levels and local codes. We drafted reports for the city of our verified findings and reported the results at the City Council meeting. As a result of our evaluation, we concluded that the mobile home owners were entitled to additional relocation benefits. Client Type: city Services Offered: Stud Project Dates: 2003 Fees: $50,000 Project Value: $50,000 Funding Source (s): Local Epic Project Manager: Lynette Overcamp Contact Person: Patricia Rutledge City of La Mesa Community Development Department 8130 Allison Avenue La Mesa, CA 91941 Phone Number: 619-667-1185 Fax Number: 619-667-1380 Epic Land Solutions, Inc.#** w xyidmd.com RIVERSIDE COUNTY TRANSPORTATION COMMISSION Perris Valley Linep€=< PROJECT DESCRIPTION ■ Epic Land Solutions, Inc. provides professional right-of-way services to RCTC in order to support the acquisition of real estate for track improvements and rail stations on the Perris Valley Line rail project. Formerly known as the San Jacinto Branch Line, the project is approximately 20 miles long. It begins at the City of Perris where it generally follows the I-215 through Moreno Valley and then southwest toward downtown Riverside. Epic carefully selected a team tailored for this project that best served the needs of RCTC and the community of Riverside. Several key success factors that made Epic well-suited for this project are: Epic's w x understanding of the project and project challenges, experience in " similar transportation projects, expertise in Federal, State, and Local regulations required for the project, and fust hand »nNroe knowledge in developing databases to support right of way projects. This project is in compliance with the Uniform Relocation Assistance and Real Property Acquisition Policies Act of 1970, as amended (Title 49, Code of Federal Regulations, Part 24) and all Federal Transit Administration (FTA) regulations. Epic is also coordinating closely with Burlington, Northern and Santa Fe (BNSF), Union Pacific (UP), Metrolink and CalTrans on various aspects of this project. Epic's responsibilities include numerous feasibility studies, cost estimates, appraisals and reports. One of the potentially impacted areas was a mobile home park situated adjacent to the tracks that were proposed to be part of the new commuter rail line. Epic was responsible for planning and presenting the project to the mobile home park and addressing the comments and concerns raised from the residents. Epic drafted a relocation report outlining the costs and implications of the impact of the project on the mobile home park. Other studies included • Detailed cost estimates for all of the potential land acquisitions which took into consideration costs for land, improvements, severance, relocation, goodwill, and demolition. • Reports on the impacts of potential street closures as a result of the project • Cost estimates for acquiring a segment of operating railroad Epic coordinated and oversaw all of the Community Outreach related to the Perris Valley Line project, including logistics, agenda coordination, production of visual aids, mailings to over 3,000 property owners, tenants and stake holders, newspaper postings and cable advertisements. Epic Land Solutions, Ince 9 www.eoic1=d.wm Client Type: Transportation Services Offered: Turnkey Project Dates: 2003 -current Contract Fees: $600,000 Total Project Value: $20 million Funding Source(s): Federal (FTA), Local Measure A Epic Project Manager: Holly Rockwell Epic Team Members: Casey Overcamp,Lynette Overcamp,Duncan Bush, Mike Kaiser Subconsultants: Jim Wiley&Associates,Valentine&Associates Contact Person: Sheldon Peterson Rail Department Manager 4080 Lemon Street, 3`d Floor Riverside, CA 92502 Phone Number: 951-787-7928 Fax Number: 951-787-7920 Epic Land Solutions, Ince 10 w .epiclandxom COMMUNITY DEVELOPMENT COMMISSION of the COUNTY of LOS ANGELES City Terrace Willowbrook Acquisition and Relocation Policy Review Las Brisas PROJECT DESCRIPTION Epic has provided real estate services to the Los Angeles County Development Commission for over three years. Specific projects include Willowbrook, City Terrace, Las Brisas and a review and recommendation on the Commission's acquisition and relocation policies. The Commission has frequently expressed appreciation for Epic's responsiveness and willingness to make all efforts necessary to get the projects done successfully. Recently, Epic was successful in closing an acquisition that had been in negotiations for over four years. The projects are generally funded by the Department of Housing and Urban Development(HUD), frequently using Community Development Block Grant funds, and must be in conformance with all HUD requirements. Recently, Epic was retained to perform an audit of approximately 20 relocations performed by a developer who had applied for 1044 funds. Epic reviewed the files, identified deficiencies, and made recommendations to the Commission for resolution. Epic also applied the 104d regulations to the files which revised the calculation of the relocation benefits. Client Type: Redevelopment Agency Services Offered: Acquisition and Relocation Services Project Dates: 2001-Current Fees: $200,000 Project Value: Varies Funding Source(s): Federal (Housing and Urban Development, CDBG Epic Project Manager(s): Lynette Overcamp,Holly Rockwell Epic Team Members: Joe Damm, Kathy Cabanilla Contact person: Christine Figueroa Supervisor- Economic/Redevelopment Division Community Development Commission of the County of Los Angeles 2 Coral Circle Monterey Park, CA 91755 Phone Number: 323-890-7193 Fax Number: 323-838-1079 Epic Land Solutions,Inc.e I 1 w .eyidmd.com CITY OF FONTANA Baseline Avenue Phase I & II Citrus Avenue and Siena Avenue Baseline Avenue and Citrus Avenue Summit Avenue Foothill and Tokay Intersection Sierra Avenue and Interstate 10 PROJECT DESCRIPTION Epic provided acquisition and relocation services for the City of Fontana. The City had over 20 street widening and public interest projects, which required acquisition,relocation, and, on an as- needed basis, eminent domain support. In a recent street-widening project, Epic was very successful in negotiating friendly, nominal amount settlements with property owners who were originally intending to fight the City in court. By seeking creative solutions, Epic was able to save the City additional acquisition and relocation costs, as well as eminent domain costs. Epic has also created a Relocation Plan for the City of Fontana. Client Type: Municipality Services Offered: Acquisition&Relocation Project Dates: January 2003-Current Fees: $100,000 Project Value: unknown Funding Sources • Local Epic Project Manager: Lynette Overcamp Epic Team Members: Jackie Franks Contact person: Delia Mejia City of Fontana 8353 Sierra Avenue Fontana, CA 92335 Phone Number: 909-350-7600 Epic Land Solutions, Ince 12 w .QLdandxom JURUPA UNIFIED SCHOOL DISTRICT New School Site PROJECT DESCRIPTION Epic was retained to relocate mobile home displacees for a new school site. Epic drafted the Relocation Plan and successfully relocated all of the displacees. One situation was particularly complex due to an adverse relationship between the property owner, the mobile home owner and the tenant. Each party's interests had to be addressed and reconciled with the other parties. Ultimately, the project resulted in a win-win for all and Epic was able to help the tenant acquire a new mobile home in a better location while still staying within their legally mandated benefits. Client Type: School District Services Offered: Relocation Project Dates: 2003 Fees: $50,000 Project Value: Unknown Funding Source (s): Local Epic Project Manager: Lynette Overcamp Epic Team Member: Jacqueline Franks Epic Land Solutions, Inc.e 13 w .Oicland.com APPROACH PROJECT UNDERSTANDING We understand the project involves preparing a Relocation Impact Report for the intention of the closure of Capistrano Terrace Mobile Home Park, a 152-unit facility in the City of San Juan Capistrano. The park is located at 32802 Valle Road, located east of the I-5 Freeway and south of the La Novia/I-5 Interchange. The purpose of the report is to address the adverse impacts of the park closure upon the displaced tenants from the mobile home park. Some of the impacts we will focus on will be the availability of vacant mobile home spaces in the area,relocation costs, market value of coaches,demographics of tenants, financial and social hardships on displaced tenants and other health and safety issues displaced tenants are faced with. APPROACH The approach includes Project Management, Project Preparation, Inventory of all mobile homes and owners, Survey of units, Conducting community meetings, Researching comparable mobile home parks in the area and identifying relocation costs,Reviewing existing Federal and State laws and city land use regulations; Providing a Relocation Impact Report which documents all findings; and Conducting Public Outreach meetings. Proiect Manazement Epic is constantly striving to maintain high professional standards. As private consultants, our reputations are on the line with every task we do. Our team has a very"hands on"management approach. We want to ensure that our clients receive the highest level of service, and that our work product is exemplary. We implement monitoring policies on all of our projects which include providing status reports and holding staff meetings. Our status reports include weekly or monthly(as appropriate) updates. Our staff meetings are held on a regular basis with personnel to review project challenges, time lines, and budgets. Proiect Preparation Epic will hold an internal kick-off meeting for staff and key personnel involved in the project. We will outline the tasks, objectives and goals to our team members so they have a thorough understanding of the project. We will establish a database that will serve as the depository for all information. This will become a critical tool for conducting mail merges, status reporting, and statistical analysis. We will include all property profiles,park characteristics and information gathered via surveys. Epic will also utilize GIS to facilitate geographic and - — demographic analysis. GIS can also be used for pictorial status reporting and visual aids for presentations to the community and/or the City Council. Epic Land Solutions, Ince 14 w .eoiclandxom The level of usage of GIS is somewhat dependant on the GIS data available from the City and/or the local county. We will include all property profiles,park characteristics and information gathered via surveys. Inventory Survey of Units We will develop a profile for each of the mobile homes in the park. The information to be gathered would include publicly available information such as: ♦ Property Identification Information(e.g. assessor's parcel number, address), ♦ Ownership Information (e.g. property owner,property title history), ♦ Property Characteristics of Park(e.g. land area,present usage, zoning,physical land characteristics), ♦ Unit Space rented or owned, ♦ Community information (e.g. description of neighborhood, surrounding land uses), ♦ Description of the site conditions including layout,topography, facilities, amenities, street/driveway access, utilities, surrounding conditions, age and general condition of coaches. Survey of Units Epic will design a survey to collect the necessary data. We will assign agents to visit the sites and gather information on the number of spaces within the park, length of occupancy by the current occupant and lease rate for each space; and the age including date of manufacture, of each mobile home park within the park. Along with this information our agents will gather as much demographic information as possible including age (as well as total number of mobile home occupancy under 16 and older than 60, and those physically disabled or ill), household size, sources and amount of resident income. We will also take digital photographs of each unit in the mobile home park. All data will then be entered into the database (including digital photos) for cataloging,processing, and analysis. Our agents have extensive experience in interviewing home owners and tenants since they assisted in the acquisition and relocation of 270 residences and businesses while working with Los Angeles Unified School District. Epic has agents fluent in both Spanish and English, and can provide translators in other languages as necessary. Epic Land Solutions, Inc.400 15 w .eoidmd.c Community Meetings Prior experience with these types of politically sensitive projects has taught us to be upfront and provide as much information as possible to the potentially impacted parties. In this case,we feel that a meeting at the mobile home park prior to beginning the detailed work will help facilitate our survey work, as well as help us identify major concerns up front instead of later at the City Council meetings. Therefore,we are proposing to conduct one informational meeting at the mobile home park. At the meeting, Epic's Project Manager, Assistant Project Manager and at least one Field Agent will be in attendance. We would also suggest that a representative from the City attend each meeting. The meeting will include discussions on the status of the application for closure, the timing of the proposed relocation of residents and the nature of the relocation benefits the park owner proposes to make available to be considered by the City Council. Our objective for the meetings will be to provide information about the report we are doing and also encourage people to complete the surveys. Prior to holding the meetings,we will design a survey to collect the necessary data. Second, we will send a package to each of the 152 mobile home units. The package will include a letter notifying each homeowner when we will conduct a community meeting at their mobile home park, a copy of the survey and a self-addressed stamped envelope in case they will not be able to attend the meeting and want to mail back the survey. In the letter, we will ask each homeowner to complete the survey and bring it to the community meeting. If we are unable to contact the homeowner after the first mailing and community meeting,we will provide a second letter dropped off at their place of residence which will include a copy of the survey and a self- addressed stamped envelope. Research of Comparable Parks and Relocation We will research the location of all other mobile home parks in a 50-mile radius. Our research will include the park name, number of lots,number of vacancies, lease rates and terms,policies and restrictions on the type of mobile homes and residents accepted, amenities offered, and proximityto services such as bus stops, grocery stores and hospitals. It will also take into consideration the number of mobile home units that are eligible to be relocated to comparable mobile home parks,the estimated cost of relocating those mobile homes and an estimate of the fair market value of each mobile home and all associated fixed property that cannot be relocated to a comparable mobile home park. Reviewing State Laws and Regulations and Federal and State Funding Programs We will examine existing state law and city land use/housing policies, zoning ordinances and other regulations as related to the mobile home park's proposed new use, all discretionary approvals and the proposed timetable for closure. One area of research includes the California Housing and Community Development 2006 Mobile home Residence Law (mostly codified Epic Land Solutions, Ince 16 w .enidmd.wm under Chapter 25 of the Civil Code). Epic has worked extensively with Federal and State grants and loans for low income housing. Final Report We will compile our information and report the results of the activities performed. We will prepare our final Relocation Impact Report for City Council. Conduct Public Meeting We will attend public meetings in the form of up to one public City Council meeting. The meetings will cover 1) identifying the relevant issues, conducting a general discussion of mobile home residency law, and describing the range of regulatory and programmatic tools available to the city 2) soliciting public feedback and making preliminary recommendations, and 3) reviewing the final report and presenting recommendations to the City Council. Epic Land Solutions, Inc. 17 www.enicland.com PROJECT PLAN City of San Juan Capistrano Relocation Impact Report for Proposed Closure of Capistrano Terrace Mobile Home Park Project Plan 2007 ID Task Name Duration Start 2nd Quarter 3rd Quarter 8 Apr Mav Jun Jul 1 ® Project Start 0 days Mon 4/2/07 $1,4412 Project Management 16 wks Mon 4/2107 :[ 2 e ement 1 9 3 Project Preparation 1 wk Mon 4/2/07 :a 4 Internal Staff Kickoff Meeting 1 dayMon 4/9/07 5 ',Database&GIS Set Up 2 wks Mon 4/9/07 6 Inventory of Units 1 wk Mon 4/9/07 7 Survey Preparation 1 wk' Mon 4/9/07 8 Mailing 1 wk Mon 4/16107 9 Community Meeting 3 wks Mon 4/23/07 10 Survey of Units 4 wks Mon 5/14/07 11 Research Comparable Relocation 3 wks Mon 6111/07 12 Review of Fed and State Laws 1 wk Mon 7/2/07 13 Final Report- - - - 1 wk' Mon 7/9/07 14 City Council Meeting 1 wk Mon 7/16107 15 ® Project End 0 days Fri 7/20/07 ♦ 7120 Epic Land Solutions, Inc. PERSONNEL PERSONNEL Epic believes that proper management is critical to the successful completion of the assigned tasks. Our staffing approach to this project includes bringing to the table very experienced and knowledgeable individuals in the subject matter. Epic is pleased to present Lynette Overcamp as the Project Manager. Ms. Overcamp has experience in mobile home conservation studies, and relocations. Ray Mehler, of Epic is the Assistant Project Manager. Lynette D. Overcamp Vice President and Project Manager Ms. Overcamp has over twenty years of real estate experience. Ms. Overcamp is Epic's mobile home park expert. She was the project manager on the La Mesa and Riverside County Transportation Commission mobile home park studies. She has also managed City, County, Pipeline, Redevelopment Agency, and School District projects. In addition to negotiation and acquisition and relocation assistance, other areas of responsibility include records management, siting/routing feasibility, surplus property sales,property management, litigation support,permitting and ownership and title research. She is a licensed salesperson and a notary public in the State of California. Ms. Overcamp has served as the Education Chair for the International Right of Way Association (IRWA) since 2005 and is a candidate for the Senior Member (SR/WA) designation. Ray Mehler Project Manager Mr. Mehler has nearly twenty years of experience in public and private sector project management. He brings process and systems background to enable Epic to perform projects efficiently, effectively and with high customer satisfaction. Mr. Mehler is a member of IRWA and is working toward his SR/WA designation and Relocation Certification. He is also a member of the Project Management Institute. Currently Mr. Mehler is wrapping up his role as the Project Manager for one of Epic's most significant acquisition and relocation efforts for Los Angeles Unified School District. He is overseeing 12 agents in the acquisition of 85 parcels and the relocation of 185 residences and businesses. Mr. Mehler's resume is contained in the attached Appendix. Epic Land Solutions, Ince 19 w .epiclaad.com Casey Overcamp GIS/Database Manager Mr. Overcamp manages Epic's use of technology in projects including Epic's custom database solutions and GIS (Geographic Information System) solutions. Mr. Overcamp brings together Project Management skills and technology to manage and deliver successful projects. Using his extensive background in large-scale software projects,Mr. Overcamp has managed the development of several custom real estate database and GIS (Geographic Information System) applications for both internal company use and for onsite client use. Having a degree and experience in accounting, Mr. Overcamp understands the financial picture of a project and manages the budget accordingly. Mr. Overcamp's real estate experience combined with creative problem solving approaches, make him successful at managing right of way projects and custom right of way software solutions. Maria Sauza Relocation Agent Maria Sauza has worked in real property for five years. She has performed relocations and acquisitions for many public agencies, including City of Fontana, City of Corona and Los Angeles Unified School District. In addition, she has performed relocation assistance service for the Los Angeles World Airports, Pomona Unified School District and Riverside County Transportation Commission projects. She has a paralegal degree from Watterson College, is a licensed Sales Person in the State of California, and has a notary license in the State of California. She speaks fluent Spanish. Ana Gutierrez Relocation Agent Ms. Gutierrez is familiar with a variety of real property low income displacees,having worked for Los Angeles Unified School District during the process of school planning, development and construction. In addition, she is currently working on sidewalk project for the city of Chino Hills. She has over 8 years of diverse operational business experience working with inventory management, vendor relations and marketing. Her marketing experience included researching prospective Latin America markets. Ms. Gutierrez is fluent in Spanish, she holds a Real Estate Sales License and a Notary License in the state of California. Availability The proposed Key Personnel will be available for the duration of the contract and will not be removed or replaced without the prior written concurrence of the City. Epic Land Solutions, Inc.` 20 www.epicland.com FEES COST SUMMARY Project Preparation 16 $1,830 Inventory of Units 26 $3,070 Community Meetings ( 1 meeting) 41 $4,475 Survey Preparation Mailing Meeting Survey of Units 56 $5,800 Research Comparable Relocation Parks 25 $39025 Review of Fed & State Laws and Regulations 6 $1,025 Final Report 14 $1,820 City Council Meeting 15 $19820 Expenses $2,700 Total Not to Exceed $25,565 *We have allowed in our budget for 1 community meeting and 1 City Council meeting. Additional Meetings will be$1,500 per meeting. HOURLY RATES Project Manager $150 Assistant Project Manager $125 Field Agent $95 Administrative Support $75 Epic Land Solutions, Inc. 21 w xyidmd.com Reimbursable Ex enses Travel Expenses Airline, Lodging, Car Rental, At cost Food, Incidentals Automobile Mileage At IRS allowable (Currently 48.5 cents per mile Copies, Faxes, Purchase of At cost Documents, Maps, etc. Payments to landowners, agencies, and others for permits, down At cost plus 10% payments, etc. (maximum $500 per check Pre-approved extraordinary At cost plus 10% expenses Epic Land Solutions, Ince 22 www.eoicland.com ASSUMPTIONS We note the following assumptions included in our cost summary: • The city will participate in all community meetings. • The city will provide names and address of all tenants. Epic can obtain this information at an agreed upon additional cost. • The property information will be available electronically from public records. • The city will mail meeting notifications for the city council meetings directly. • Additional research resulting from staff or city council review that was not part of the original scope can be added at additional agreed upon fees at a later date. Epic Land Solutions, hic.e 23 w .euiclmd.com RESUMES LYNETTE OVERCAMP Voice: 310-378-0119 E-mail: LynetteOvercamp@epicland.com SUMMARY OF QUALIFICATIONS Ms. Overcamp has over twenty years of right of way experience. She is highly knowledgeable in acquisition and relocation assistance,and familiar with the State and Federal laws pertaining to those areas. She has managed City,County,Pipeline,Redevelopment Agency,and School District projects. In addition to negotiation and acquisition and relocation assistance,other areas of responsibility include records management, siting/routing feasibility,surplus property sales, property management,litigation support,permitting and ownership and title research. She is a licensed salesperson in the State of California and a Notary Public. EXPERIENCE Vice-President/Project Manager 2000-Present Epic Land Solutions,Inc. Torrance, CA Project manager for numerous public agency and energy pipeline assignments. Primary areas of expertise are negotiation/acquisition and relocation assistance. Was the project manager 15 in the acquisition of Southern California Gas Company's 33-mile, 350-landowner natural gas pipeline project in San Bernardino County completed in a record 4-month time frame. Relocation assistance experience includes complex assignments,such as cattle ranch relocations, and negotiation of creative settlements that benefit both clients and tenants. Is the overall project manager for the Mid County Parkway, SR-79 and Los Angeles World Airport Manchester Square projects. Senior Right of Way Agent 1998-2000 Paragon Partners Ltd. Huntington Beach,CA Was responsible for many aspects of rights procurement for the title transfer of a 700 mile petroleum pipeline for conversion to a natural gas pipeline. Included in the responsibilities were deputy project management,permitting through local municipalities,right of way negotiations with private landowners,project design/revision, selling of surplus property, database records management, and property management. Additional responsibilities included title research/problem-solving. Interacted with local landowners and municipalities regarding mitigation for potential upcoming construction. Right of Way Agent 1995- 1998 Land Solutions,Inc. Rancho Palos Verdes,CA Provided title and permitting as necessary for the development of 113 parcels of land in north Los Angeles County. In addition,provided mapping,deed/document preparation. Page 1 of 2 Epic land Solutions,Inc. www.eviciand.com Accounting Manager 1987- 1995 Excalibur Ventures,Inc. Rancho Palos Verdes,CA Supervised the accounting staff and was responsible for all facets of the company's computerized accounting system. This included the processing of accounts payable,invoicing,and follow- through of all accounts receivable, and the preparation of payroll. Right of Way Agent 1980- 1987 Jim Overcamp&Associates,Inc. Denver, CO Purchased rights of way from landowners on several municipal and utility projects in the Denver and southeastern Colorado areas. EDUCATION California State University,Dominguez Hills 1995 Bachelors of Science,Business Administration International Right of Way Education Computing Replacement Housing Payments Easement Valuation Ethics and the Right of Way Profession Skills of Expert Testimony Engineering Plan Development and Application Property Descriptions Relocation Assistance SKILLS Project Management Relocation Assistance Title Research Property Management Negotiations Document Preparation Permitting Surplus Property Sales Routing/Siting Feasibility Litigation Support PROFESSIONAL MEMBERSHIPS,LICENSES,AND DESIGNATIONS Member-International Right of Way Association Candidate- SR/WA Program-International Right of Way Association Candidate-Certification in Relocation Assistance-Int'1 Right of Way Association Notary Public, State of California#1347940 California Real Estate Sales License#0134455 Page 2 of 2 Epic Land SoluBons,Inc. www.epicland.com RAY MEHLER Voice: 310-378-1205 E-mail: RayMehler@epicland.com SUMMARY OF QUALIFICATIONS Mr. Mahler has 20 years of experience in public and private sector project management. Mr. Mehler applies professional project management to achieve high customer satisfaction and excellent client relations. Mr. Mahler is a member of IRWA and is working toward his SRNVA designation and Relocation Certification. He is also a member of the Project Management Institute. Mr. Mahler received his Master of Public Administration from the Maxwell School of Public Affairs at Syracuse University and his Bachelor of Science in Engineering from the University of Michigan. EXPERIENCE Project Manager 2005— Present Epic Land Solutions, Inc. Torrance, California Responsible for managing large projects for Epic Land Solutions, Inc., a full service right-of-way consulting firm that provides services to municipal and government agencies, energy companies, pipeline, rail and other infrastructure- building businesses. He brings process and systems background to enable Epic to perform large acquisition and relocation projects efficiently, effectively and with high customer satisfaction. Mr. Mehler has overseen four right of way projects for the Los Angeles Unified School District which included 85 commercial and residential acquisitions and 185 commercial and residential relocations. Project Manager and Program Manager 1987—2005 Project management, senior project management and program management roles in the IT and aerospace industries. Accomplishments include: • Major projects for Microsoft, California State University system, NASA and Cedars-Sinai Medical Center. • Planning and managing integrated scheduling systems. • Planning Project Management Office. Employers have included: California State University Chancellor's Office, Long Beach Apriso Corporation, Long Beach Cedars-Sinai Medical Center, Los Angeles MedPartners, Long Beach McDonnell Douglas Space Systems, Huntington Beach EDUCATION Master of Public Administration, 1993 Syracuse University Maxwell School of Public Affairs Management, Economic Policy Page 1 of 2 Epic Land Solutions,Inc. www.epiciand.com EDUCATION (CONTINUED) Bachelor of Science, Electrical Engineering, 1987 University of Michigan, Ann Arbor Systems Analysis SKILLS Negotiation/Acquisition Client Relations Understanding of Appraisals Relocation Assistance PROFESSIONAL MEMBERSHIPS, LICENSES,DESIGNATIONS Member- International Right of Way Association 2005—Present Member— Project Management Institute 2004—Present Page 2 of 2 Epic Land Solutions,Inc. www.eoiciand.com DBE/WBE CERTIFICATION - �qr kyr; •,pr'�ri•.. iLr .. a♦ '. ..rw .Vw^t• . ±iwv � .-l`A�' u$d 'WIWI aa a 14A ((( o I`' 4 t SUPPLIER CLEARINGHOUSE CERTIFICATE OF ELIGIBILITY CERTIFICATION EXPIRATION DATE: 2/10/2007 rxr The Supplier Clearinghouse for the Utility Supplier Diversity Program of the California Public Utilities Commission hereby certifies that it has audited and verified the eligibility of EPIC LAND SOLUTIONS, INC. of TORRANCE, CA as a WBE pursuant to Commission General Order 156, and the terms and conditions stipulated in the Verification Application Package. This Certificate shall be valid only with the Clearinghouse seal affixed hereto. \, k-. Eligibility must be maintained at all times, and renewed within 30 days upon any changes of ownership or control. Failure to comply may result in a denial of eligibility. The Clearinghouse may reconsider certification if it is ' P Y Y Bi tY• g Y :* determined that such status was obtained b false misleading or incorrect information. Decertification may occur if a Y g Y ! : _ verification criterion under which eligibility was awarded later becomes invalid due to Commission ruling.. The i Clearinghouse may request additional information or conduct on-site visits during the term of verification to verify eligibility. . ' o»� This certification is valid only for the period that the above named firm remains eligible as determined by the I Clearinghouse. Utility companies may direct inquiries concerning this Certificate to the Clearinghouse at (800) 869- - \ 7385 in Los Angeles or(800)359-7998 in San Francisco. 1 s VON: IBS00010 February 13,2004 ' I ..,,,-. _ ,..: •�(�� - % � '711I���{{�lq (�(�') afi ��1� 'qw�^ ����� w... ����q(��. - ��� lIh � �i i.y, • rte. ( : d L � a '� 'i OIJd OOE$urv,J LUNO IN II$-0 ' w nxenn. a CALIFORNIA UNIFIED CERTIFICATION PROGRAM DISADVANTAGED BUSINESS ENTERPRISE CERTIFICATE EPIC LAND SOLUTIONS, INC 74050 MADISON STREET 11205 TORRANCE,CA 90505 Owner: HOLLY ROCKWELL Business Structure: CORPORATION !�`� j This Certificate acknowledges that said firm is approved by the California UntriiedrCer ification Program{CUCP)as a Disadvantaged Business Enterprise(DBE)as definedby the US.Department oFTrousportation(DOT)CFR 49 Part 26,as may be amended,To�t6e following NAICS codes: NAILS,Code(s) *Indicates primary NAICS code j '1 * 541618 Other Management Consulting Services - ther Activities Related to Real Estate 561499 All Other Business Support.Services A, ti Work Category Code(s) �- C8700 CONSULTANT Licenses p CERTIFYING AGENCY: UCP Film Number: 32152 DEPARTMENT OF TRANSPORTATION 1823 14TH STREET,MS 79 /n{ SACRAMENTO,CA 95814 0000 January 3,2006 (916)324-1700 CUCP OFFICER REVISED COST SUMMARY 02/12/2007 04:54 3103780558 EPIC LAND SOLUTIONS PAGE 01/02 Epic Land Solutions, Inc. 500 N. State College Blvd. Suite 1100 orange, CA 92868 Voice: 714-665-0046 Fax: 714-665-0049 Monday, February 12, 2007 William Cunningham Interim Planning Director City of San Juan Capistrano 32400 Paseo Adelanto San Juan Capistrano, CA 92675 RE: Proposal revision for Relocation Impact Report for Proposed Closure of Capistrano Terrace Mobilehome Tark Dear Mr. Cunningham, Pcr your request, we are submitting a revised Cost Summary for our proposal.of February 8, 2007, for the Relocation Impact Report for the proposed closure of Capistrano Terrace Mobilehome Park. On the following Cost Summary chart, we have included our fees for providing an appraisal for each of the .mobile home units. If you have any otber questions,please do not hesitate to call me at 714-665-0046. Siinecr�ely, I-IO\y.Rfidkwell�� President www.epicland.com CREATING LAND SOLUTIONS FOR THE PUBLIC GOOD 02/12/2007 04:54 3103780558 EPIC LAND SOLUTIONS PAGE 02/02 COST SUMMARY Project Preparation 16 $1,830 Inventory of Units 26 $3,070 Community .Meetings ( 1 meeting) 41 S4,475 Survey Preparation Mailing meeting Survey of Units 56 $5,800 Research Comparable Relocation Parks 25 $3,025 Appraisals of Mobile.Homes 304 $60,800 Review of Fed & State Laws and Regulations 6 $1,025 Final Report 14 $1,820 City Council Meeting 15 $1,820 Expenses S-2,70-0 Total Not to Exceed $--86-,3--6-5 *We have allowed in our budget for i community meeting and 1 City Council meeting. Additional Meetings will be$1,500 per .meeting. HOURLY RATES Project Manager $150 Assistant Project Manager $125 Field Agent $95 Administrative Support $75 Epic Land Solutions, lnc.40" 21 M.WW.COlclar(tx= TRANSMITTAL TO: Secretary of State Debra Bowen Attn: California Roster Coordinator 1500 11th Street, 6th Floor Sacramento, CA 95814 FAX NO: VIA -- (916) 651-6604 FROM: Meg Monahan, MMC — City Clerk (949) 443-6308 mmonahan@sanivancaaistrano.oro RE: California Roster— corrected information/City of San Juan Capistrano PLEASE MAKE THE FOLLOWING CHANGES — CITY OF SAN JUAN CAPISTRANO: Mayor: Sam Allevato Mayor Pro Tempore: Joe Soto Council: Mark Nielsen, Thomas W. Hribar, Dr. Londres Uso. Council meetings on the first and third Tuesday of each month at 7 p.m. in City Hall School Superintendent(Interim): Charles E. McCully TRANSMITTAL TO: Secretary of State Debra Bowen Attn: California Roster Coordinator 1500 11th Street, 6 1 Floor Sacramento, CA 95814 FAX NO: VIA -- (916) 651-6604 FROM: Meg Monahan, MMC — City Clerk (949) 443-6308 mmonahanasanivancapistrano.org RE: California Roster— corrected information/City of San Juan Capistrano PLEASE MAKE THE FOLLOWING CHANGES — CITY OF SAN JUAN CAPISTRANO: Mayor: Sam Allevato Mayor Pro Tempore: Joe Soto Council: Mark Nielsen, Thomas W. Hribar, Dr. Londres Uso. Council meetings on the first and third Tuesday of each month at 7 p.m. in City Hall School Superintendent (Interim): Charles E. McCully Proposal to Provide a Relocation Impact Report for the Proposed Closure of Capistrano Terrace Mobile Home Park Presented to: City of San Juan Capistrano Presented by: Overland, Pacific & Cutler, Inc. 10 Hughes, Suite A207 Irvine, CA 92618 949.951.5263 February 9, 2007 10 Hughes, Suite A207 Irvine, CA 92618 949.951.5263 ph 949.951.6651 fax February 9, 2007 w .OPCservicesxom Mr. William Cunningham,AICP Interim Planning Director City of San Juan Capistrano 32400 Paseo Adelanto San Juan Capistrano, CA 92675 RE: Proposal to Provide a Relocation Impact Report for Proposed Closure of Capistrano Terrace Mobile Home Park Dear Mr. Cunningham: Overland,Pacific&Cutler, Inc. is pleased to submit this proposal to provide the City of San Juan Capistrano (City)with a Relocation Impact Report, in accordance with Government Code Section 65863.7 and the City's Municipal Code Section 9-2.331, for the proposed closure of the Capistrano Terrace Mobile Home Park. We understand that 152 units will be affected. OPC is very familiar with the State Mobile Home Residency Law requirements relating to mobile home park closures, as well as the City's Municipal Code relating to this issue. We have past experience providing similar reports to many other public and private clients and the capability to complete the assignment in a timely basis. Staff from our Irvine office will provide the Project Management,resident surveys and research efforts necessary for this effort. The technical writing of the report and additional management will be supplied from our corporate office in Long Beach. We have reviewed the Personal Services Agreement supplied with the RFP and will be able to comply with all provisions of the Agreement. Please find enclosed the requested information to be used in evaluating our proposal. After your review, if you have any questions,please do not hesitate to contact me at 562.304.2000. Sincerely, Overland,Paci/icc&& C�uder,Inc. Mark La Bome, SR/WA Vice President Table of Contents Overland,Pacific&Cutler Overview..............................................................................................3 KeyPersonnel..................................................................................................................................4 Scopeof Work...............................................................................................................................26 Schedule.........................................................................................................................................28 Meeting Attendance&Associated Costs......................................................................................30 References......................................................................................................................................31 Mobile Home Park Project Experience..........................................................................................32 ProjectBudget...............................................................................................................................36 HourlyRate Schedule....................................................................................................................37 Page 2 Overland, Pacific & Cutler Overview Experience Overland, Pacific & Cutler, Inc. (OPC) has been providing its core services of providing professional real estate and related services for projects involving land acquisition, relocation assistance, project management, and preparation of related reporting requirements since 1980. OPC provides these services to not only public agency clients but also private developers working with or through a public entity. OPC works on all types of projects related to redevelopment, public works, school districts, housing, community development, private mobile home park closures, transportation,energy,and utilities. OPC has a commitment to community development, infrastructure and transportation projects across the nation. We understand the expanding role of Public/Private Partnerships in today's changing landscape. OPC recognizes that our professional real estate services bring an essential component to projects that improve America's mobility, build sustainable communities and strengthen our economic vitality. The firm's Principals created a company dedicated to providing our professional services with integrity and excellence. Our people place emphasis on the planning and implementation of land acquisition and relocation assistance for public and private projects. Our specialized teams have a clear vision of providing excellent client service and treating the communities and individuals that are affected by the projects with courtesy and respect. We are committed to providing outstanding client service, professional and knowledgeable real estate personnel and efficient business process. At Overland, Pacific & Cutler, our people are full-time employees with excellent benefits. Our employees have diverse ethnic backgrounds and multi lingual capabilities. OPC's staff is made up of over 100 acquisition, relocation and management professionals; more than 1/3 of our people can conduct business in English/Spanish,with a total of 13 languages represented. Our firm provides all disciplines associated with the acquisition of land and right of way, as well as expert relocation assistance and related services. We pride ourselves in our integrated start-to- finish service, which includes project cost studies and estimates, project planning and management, real property and F&E appraisal, site selection and acquisition, right of way acquisitions and negotiations, title and escrow, relocation plan preparation, relocation assistance, goodwill analysis, property management, eminent domain support and expert witness testimony. Our broad range of services can be contracted individually or as a complete package. The signifuant advantage that OPC provides is a deep resource of educated, experienced and devoted full time staff. Our professionals consist of licensed real estate brokers and agents, designated Senior Right of Way(SR/WA)professionals and Right of Way Relocation Assistance Certified(R/W-RAC)professionals through the International Right of Way Association. We take industry leadership very seriously. Senior professionals from our organization routinely make presentations about the changing dynamics of our profession and participate in all major industry associations. Page 3 Key Personnel As indicated in our cover letter, staff from our Irvine office will provide Project Management and will survey the Capistrano Terrace occupants. Also from our Irvine office, Project Support and Administrative staff will perform the necessary research on comparable mobile home parks within a 50 mile radius and for available rental housing. Technical writing of the report will be prepared by a staff member in our Long Beach office, with additional Management Support as well.The personnel that will be assigned for this effort are as follows: Mark La Bonte, SRIWA Principal Michele Folk, SR/WA, R/W-RAC Senior Project Manager Natasa Lenic Project Planning Administrator Laura Kane, R/W-RAC Senior Consultant David Hudson Senior Consultant Chris La Bonte Consultant Daniel Mercado Consultant Teri Kahlen Consultant Susan Hebert Project Support Specialist Christina Melecio Administrative Resumes, which include a detailed background of each individual, with the exception of Administrative personnel,can be found on the following pages. Subcontractor Utilization The City of San Juan Capistrano Municipal Code requires the Impact Report to contain specific information related to the fair market value of the mobile homes and the estimated cost of relocating the mobile homes. OPC will require the expertise of other professionals in these areas and propose to use Metropolitan Appraisal Company, for the appraisal requirements, and Best Choice,for the moving estimates. Metropolitan Appraisal Company, located in Huntington Beach, and its Principal Partner, William Jacobs, A.S.A., specialize in personal property valuation, supervising and performing appraisals of major proportion and complexity and have with years of experience.Mr. Jacobs has been actively engaged in the appraisal profession since 1956, performing valuations for a variety of purposes. Specifically to the valuation of mobile homes,Mr.Jacobs has performed hundreds of valuations throughout the Southern California area, most recently completing appraisals of approximately 150 mobile homes in the Cities of Anaheim, Carson and Glendora. Page 4 Mr. Jacobs has been appointed the appraiser for litigants in dissolution proceedings by the Superior Court and by Agreement between attorneys in personal property valuations in Los Angeles, Riverside, San Diego and Orange Counties. Mr. Jacobs is a Senior Member of the American Society of Appraisers. Best Choice, located in Gardena, is a mobile home service and restoration company specializing in the moving, building improvements and repairs of mobile homes from San Diego to Santa Barbara. Best Choice also performs all new installations for Advantage Homes, one of the largest mobile/modular homes company in the Nation, installing over 200 homes a year. Best Choice also performs home, building and land inspection services. Best Choice is a licensed C-47 Contractor. Page 5 Mark La Bonte, SR/WA PrincipalNice President Overview Overland, Pacific & Cutler, Inc. Mr. La Bonte has been involved in the real estate and right of Professional Credentials way field since 1988. Working with public agencies, developers and non-profit organizations, his work has included appraisal, Initial Year in Industry: 1988 acquisition, relocation and management for publicly funded Initial Year with Industry: PC: 1995 projects. Beginning his career with the California Department of Transportation as a practitioner in the appraisal, acquisition and relocation fields, along with continued casework and overall program management, he has a broad understanding of the Education: process and issues involving the public acquisition process. Bachelor of Arts in Anthropology Mr. La Bonte's experience includes simple full take acquisitions University of California,Berkeley of single family homes to complicated part take acquisitions of Appraisal Institute: Principles of Real Estate, commercial properties involving severance damages; relocations Appraisal and Capitalization Theory& have involved simple tenant displacements to a complicated Technique—A industrial move with costs exceeding 4 million dollars. This Real Estate Courses: Real Estate Principles, work has been completed for various clients who include Cities, Real Estate Appraisal,Legal Aspects of Counties, Redevelopment/Economic Development Agencies, Real Estate,Property Management,Real Housing Authorities, Transportation Agencies, School Districts, Estate Finance Developers and Non-Profit Organizations. Mr. La Bonte has a complete understanding of federal and state IRWA Courses: laws which govern the acquisition process, working with the various regulations which much be followed depending on the 101 —Principles of Real Estate Acquisition: funding agency, i.e., FHWA, HUD, FAA, FTA. Mr. La Bome Law,Engineering,Appraisal& speaks regularly at public meetings for projects as well as industry conferences on issues relating to the public acquisition Negotiation 103 —Ethics in the Right of Way Profession Process. 201 —Communications in Real Estate Mr. La Bonte is a Principal of Overland, Pacific & Cutler, Inc. Acquisition and his current role is as Principal Manager. He is responsible 206—Presentation Skills for oversight of projects, assuring quality control procedures are 214—Skills of Expert Testimony followed, training and mentoring of staff. Mr. La Bonte also 401 —The Appraisal of Partial Acquisitions prepares and reviews proposals as well as acts as Project 403—Easement Valuation Manager on projects, prepares relocation plans and needs 406—Uniform Standards of Professional analysis, cost studies and casework for more complicated Appraisal Practice business relocations. 501 —Relocation Assistance502—Business Relocation Project Examples 801 —Land Titles Transportation In addition to his work with the Department of Transportation for widening of Interstate 5 through Orange County, Mr. La Bonte has managed and implemented a number of transportation projects for various clients which he has prepared relocation plans, cost studies and provided necessary relocation assistance services for a variety of businesses. Page 6 Mark La Bonte, SR/WA Transportation Commissions/Authorities include the Orange County Transportation Authority (SR 22 Widening, Centerline Principal/Vice President Light Rail), the Riverside County Transportation Commission Overland, Pacific & Cutler, Inc. (Highway 74 Widening), the Los Angeles Metropolitan (Continued) Transportation Authority (Red & Blue Lines), the Sacramento Regional Transportation Commission(Southend project) and the Professional Affiliations: Alameda Corridor Transportation Authority (Northend project). Airport related work has involved project director Senior Member(SR/WA),International responsibilities for the Los Angeles World Airports Residential Right of Way Association;Past Acquisition and Relocation Program for the Manchester Square President and Professional of the Year of and Belford areas at Los Angeles International Airport. Chapter 67 Public Works,Flood Control,Port&Utility Member, Community Redevelopment Mr. La Bonte has worked for numerous local public agencies Association(CRA) providing management, acquisition and relocation services for Member, California Association for Local commercial and residential properties and occupants for public Economic Development(CALED) work improvement projects which include Cities of Anaheim (Katella Smart Street, Lincoln Avenue Widening), Santa Ana (Bristol Corridor Improvement, Main-McFadden Jog), Irvine (Main and MacArthur Boulevard Widening), Los Angeles (Animal Shelter Facilities), Orange(La Veta Avenue Widening), Riverside (Arlington Avenue Grade Separation and Van Buren Avenue Widening), Carslbad (Cannon Road Project), Tustin (Irvine Boulevard/Newport Avenue widening)and the County of Orange (Lake Forest Avenue Widening, Portolla Parkway Extension). Flood control clients where management and relocation services for farm, business and residential occupants were provided include the County of Orange (Santa Ana River & Prado Dam) and the Riverside County Flood Control and Conservation District(Gunnersund Pond and San Jacinto Main Line). Port related activities included the management and relocation of residential and business uses which included many heavy industrial uses for the Port of Los Angeles(Harry S.Bridges and terminal Expansion Projects) and Port of Long Beach(Anaheim Street Grade Separation). For the Los Angeles Metropolitan Water District, Mr. La Bonte was the Project Manager for the Eastside Reservoir Project(now the Diamond Valley Reservoir) which displaced over 120 rural residential, business and farms for this major water utility storage project. Redevelopment/Economic/Community Development With redevelopment/economic/community development clients being the mainstay of OPC's client base for the past 25 years, Mr. La Bonte has been involved with nearly every type of project undertaken by an agency, including new and rehabilitated retail, industrial, public/community improvement and housing developments. Page 7 Mark La Bonte, SRMA Mr. La Bonte's work has included project management, cost studies, relocation plans and field work. Most recent examples PrincipaiNice President of projects where Mr. La Bonte provided project management Overland, Pacific & Cutler, Inc. and/or field assistance have involved the Agencies in the Cities (Continued) of Azusa and Tustin(Library Expansion), Santa Ana(Auto Mall Expansion), San Dimas (cost studies for Costco project) and Stanton(Stanton&Beachwood Plaza Mixed Use Development). Other agency clients include Arcadia, Garden Grove, Riverside and Riverside County, Paramount, Lynwood, Fullerton, Whittier, Yorba Linda, Corona, Hemet, San Jacinto, Orange, Huntington Beach,Glendale and Vista. Housing Developers/Authorities&Non-Profit Organizations Mr. La Bonte has worked with a number of housing developers and Housing authorities providing project management, cost studies, and preparation of relocation plans for change of use/demolition and rehabilitation projects requiring permanent and temporary displacements; most of these projects using HUD funding, requiring compliance with the provisions of HUD guidelines. Clients include Housing Authorities for Santa Ana (Minnie Street) and Riverside (Topaz/Purgouise); Housing Developers, both for and non-profit, Southern California Housing Development Corporation (Topaz/Turgouise), Brandywine(Stanton Plaza), Jamboree Housing(Minnie Street), Orange County Housing Development Corp. (Minnie Street, Santiago Villas and 6th Street projects), Civic Center Barrio Corporation (Richman Park) and the Challengers Boys & Girls Club(Florence Griffith Joyner Project). School Districts School District related work involving project management, cost studies, preparation of relocation plans, providing relocation assistance services for residential and business occupants, and property management include the following Districts: Alvord Unified (Home Gardens School Site), Long Beach Unified (Broadway Golden), Santa Ana Unified(Otsuka Elementary and Lorin Griset & Davies Cost Studies), San Diego City Schools (various public presentations), Rancho Santiago Community College (Parking Expansion) and the University of California, Los Angeles(Weyburn Avenue Faculty Housing). Past Relevant Experience Supervisor,Real Property Services Willdan Associates, 1991 - 1995 Right of Way Agent California Department of Transportation, 1988— 1991 Page 8 Michele Folk, SR/WA, Overview RNV-RAC Senior Project Manager For over seven years, Ms. Folk has been a successful project Overland, Pacific & Cutler, Inc. manager and acquisition and relocation practitioner, consistently demonstrating her skills in both acquisition and relocation functions. Ms. Folk also brings over 15 years of business Professional Credentials experience and demonstrates drive, commitment, caring and an innate attention to detail in her work. She enables her staff to Initial Year in Industry: 1999 succeed by matching their individual styles to the work Initial Year with OPC: 1999 assignments and keeping them focused on the project goals. Ms. Folk has completed all continuing education requirements Education: through the International Right of Way Association(IRWA) and has been designated Senior Right of Way Agent and Relocation BA,The Colorado College Assistance Specialist, certified through the IRWA. Ms. Folk is AS,Moorpark College well-versed in the Uniform Relocation Act, California MS coursework completed, Redevelopment Law and HUD guidelines. As a Senior Project University of Texas,Arlington, Manager, she has directed a wide-variety of complex projects MS/PhD candidate, Clayton College involving both acquisition and relocation assistance. Ms. Folk specializes in commercial and residential relocation assistance, full- and part-take acquisitions and relocation plans. Areas of IRWA Courses: expertise include project management and relocation cost studies. 103 —Ethics in the Right of Way Profession 200—Principles of Real Estate Negotiation Additionally, Ms. Folk has an extensive background in teaching 209—Negotiating With a Diverse Clientele communication, negotiation and sales skills, and she has strong 213—Conflict Management skills in proposal/grant writing, data analysis and public 214—Skills of Expert Testimony speaking. Her meticulousness,effective multi-tasking and ability 400—Principles of Real Estate Appraisal to interact successfully with a broad spectrum of people make 501 —Relocation Assistance her a success on every project. 502—Business Relocation 503 —Mobile Home Relocation 504—Computing Replacement Housing Project Examples Payments 505—Advanced Relocation Assistance— Local Public Agency Residential Fontana Redevelopment Agency and Fontana Housing 506—Advanced Relocation Assistance— Authority—For the Chaffey College Expansion Project,Ms. Folk Business managed agents over two phases of the project including 16 800—Principles of Real Estate Law residential relocations and 1 business relocation. In addition, 803 —Eminent Domain Law Basics Ms. Folk and her staff successfully relocated 28 residents from 900—Principles of Real Estate Engineering the 2 D's Trailer Park as part of an apartment expansion project. Right of Way Valuation Conference—(1 day City of Ontario—Ms.Folk's team worked on several projects for credit) both the Redevelopment Agency and the Housing Authority, including the Civic Center South Project,which was a mixed use redevelopment project downtown and included 30 residential relocations and 15 business relocations, and the Quiet Home Program, a noise mitigation program, which is funded by LAWA and the FAA. This voluntary acquisition program and associated relocations have been ongoing for years with a current total of 100+ residential relocations. Ms. Folk was in charge of project management for these projects and assisted with the more difficult commercial relocations. Page 9 0 Michele Folk, SRMIA, Fullerton Redevelopment Agency–For the Agency Downtown �A Parking Expansion Project, Ms. Folk's team provided RM-RAC acquisition and relocation services for 5 properties and 10 Senior Project Manager residential households. Ms. Folk served as project manager for Overland, Pacific & Cutler, Inc. this project as well as for the Richman Park Project which (Continued) included more than 20.residential relocations and the West Street Project which was comprised of 24 residential relocations. License(s): Garden Grove Agency for Community Development–Not only did Ms. Folk successfully fulfill the supervisory role for many Real Estate License,California projects for this client, she also provided the agency with Notary Public, California intensive site investigation for a trial. She found and analyzed sites for businesses that were claiming significant loss of business goodwill. Ms. Folk also completed acquisitions and Professional Affiliations: commercial relocations for several other projects and recently finished providing project management and relocation assistance International Right of Way Association services for 22 business relocations for the Katella/Gilbert National Association of Housing and Project. Redevelopment Officials American Public Works Association City of Corona Redevelopment & Economic Development California Redevelopment Association Corona de Oro Expansion Project – Ms. Folk provided Coalition of Adequate School Housing relocation, property management and project management Member, California Association for Local services for 17 residential displacees—both tenant and owner- Economic Development(CALED) occupied households. City of Santa Ana Redevelopment Agency–Civic Center Walk Project – Ms. Folk has been managing on-going residential relocations associated with the voluntary acquisition program in progress. Ms. Folk and her team have successfully relocated over 35 residential households to date. City of Santa Ana – Public Works – Bristol Street Widening Project– This project is progressing in phases, and Ms. Folk is currently managing all acquisition and relocation activities associated with the acquisition of 14 parcels and the relocation of 18 households. Southern California Housing and Development Corporation/City of Riverside – Topaz/Turquoise Project (Rehabilitation of affordable units). Using HUD funds, Ms. Folk's team provided services to permanently relocate 15 households. In addition to project management for the permanent relocations, Ms. Folk also provided consulting services for additional temporary on- site relocations. Southern California Housing and Development Corporation/City of Rialto – Ms. Folk managed the permanent relocations of 14 residents and handled the 80+ off-site owner "commercial" relocations based on federal HUD funding for So Cal Housing and the City of Rialto as part of the Willow/Winchester Condominium Conversion and Rehabilitation Project. She also provided oversight and consulting services for the extensive on- site temporary relocation program. Page 10 Michele Folk, SRMA, City of San Diego Office of City Attorney—Ms. Folk performed RM-RAC site investigation for businesses to minimize loss of business RM-RAC goodwill claims against the City during a redevelopment project Senior Project Manager in the City Heights area. She also successfully relocated 17 Overland, Pacific & Cutler, Inc. commercial businesses including restaurant, check-cashing (Continued) facilities, auto uses, discount stores and other various retail stores. City of Anaheim Public Works—Ms.Folk prepared a Relocation Plan and is assisting with relocation services for over 90 residential occupants, including residents of two mobile home parks for the federally funded Gene Autry Way Program. City of Mission Viejo — Ms. Folk performed all functions for several different projects encompassing acquisition of 11 noise easements. For the Crown Valley Parkway Project she successfully completed various easements for 25 cases. Orange County Flood Control District — Ms. Folk is currently managing the County's various relocation projects. She is overseeing the relocation of two dairy farms as well as a horse ranch. The project consists of 14 residential cases and 3 businesses. School Districts The Los Angeles Unified School District is currently undertaking an 85 school program to ease congestion in Los Angeles' schools. Ms. Folk has managed field activities for both acquisition and relocation. The District assigned Ms. Folk the majority of the complex commercial relocations due to her reputation for superior high-level advisory services, negotiation skills and site analysis and selection. The Rancho Santiago Community College District embarked on a school redevelopment project, which resulted in 53 residential displacements. Ms. Folk managed the project and the team that executed these residential relocations. The San Diego Unified School District has embarked on a district wide school redevelopment project. Ms. Folk was the supervisor of the team that executed over 25 acquisitions and 35 residential relocations. Riverside Unified School District - Ms. Folk managed the eight residential relocations associated with the school's acquisition of necessary parcels for the construction of the Patricia Beatty Elementary School. Non-Profit Developers Orange Housing Development Corporation — Ross/Durant Project — Ms. Folk managed the permanent relocations of 11 residential households for an affordable housing rehabilitation project utilizing mixed funds, including federal HUD monies. Page 11 Michele Folk, SRIWA, Transportation Orange County Transportation Authority — Senior Project RNV-RAC Manager in charge of relocation cost studies and the Relocation Senior Project Manager Plan for the Centerline and Bristol Street Widening Projects. Overland, Pacific & Cutler, Inc. The proposed project was anticipated to require 160 households (Continued) and over 175 businesses to be relocated. City of Placentia — Ms. Folk was selected to head the commercial and residential relocations for the Melrose and Placentia Avenue Under-Crossing Projects,which are associated with the OnTrac Joint Powers Authority. These projects consist of relocation for widely differing types of businesses and residences such as auto related uses, coin-operated car wash, state-tenant leased buildings and Spanish-speaking residential tenants. Ms. Folk took an active role working with the Redevelopment Agency to ensure that the displaced businesses could remain in the City to lessen the impact of the relocation and minimize claims for loss of business goodwill. Page 12 Natasa Lenic Project Planning Overview Administrator Overland, Pacific & Cutler, Inc. Since 1996, Ms. Lenic has been responsible for a variety of administrative, relocation, acquisition and property management functions including involvement in all aspects of the corporate Professional Credentials financial statements preparation, bank reconciliation, researching, analyzing and maintenance of clients' trust Initial Year in Industry: 1996 accounts, as well as the corporate account, managing an Initial Year with OPC: 1996 aggregate of over$9.5 million. Ms. Lenic demonstrates excellent intrapersonal skills and Education: collaborates very well with OPC clients. She is fluent in Slovene and Serbo-Croatian, with comprehensive knowledge of Russian. Human Resources Management Certificate She is adept at training and maintenance of software programs, California State University Long Beach including but not limited to Microsoft Office Suite and Corel Psychology Degree,University of Ljubljana, WordPerfect Suite, Tenant Pro Property Management software, Ljubljana, Slovenia, and has experience with various (M&D/D&B) accounting Business&Economics Degree,Business mainframe applications, download and upload, as well as being College Maribor,Maribor, Slovenia an experienced Internet researcher. Tax Credit Application Workshop Novogradac&Company LLP, Ms. Lenic's current. responsibilities as the Project Planning Administrator include the preparation of relocation and replacement housing plans pursuant to both state and federal IRWA Courses: guidelines as well as preparation and professional review of mobile home park closure and relocation impact reports. She 501 —Relocation Assistance continues to mange pass-through accounts for periodic Last Resort Housing payments administration and property management financial functions. Ms. Lenic also works on Professional Affiliations: reporting assignments and special projects, using OPC's proprietary case management system, preparing spreadsheet Member, Community Redevelopment reports and other computerized reporting versions and statistical Association(CRA) analyses as needed for the relocation process. Member,California Association for Local Economic Development(CALED) Project Examples Los Angeles Unified School District —Master Relocation Plan for 16 new schools and 7 proposed South/Central Region Schools — Prepared the relocation plan for potential displacement of 729 residential and 127 business occupants, including review in response to comments received by attorneys and potential displacement of 116 residential and 69 business occupants,respectively. City of Pico Rivera—Passons Boulevard—Burlington Northern Santa Fe Grade Separation Project—Relocation plan preparation for potential displacement of 93 residential tenant and homeowner households. City of Newport Beach — Marinapark — Relocation impact report preparation for a closure of City-owned mobile home park spanning over five years. Page 13 Natasa Lenic Marlon,Ltd.—Val Verde Estates—Prepared relocation impact Project Planning report for private closure of a 56-space mobile home park. Administrator Nevis Homes — Mar Vista, 120-130 South Mentor, 70 North Overland, Pacific & Cutler, Inc. Catalina, 84 North Wilson, 168 North Wilson, 712 East (Continued) Walnut — Prepared condominium conversion plans for the City of Pasadena. City of Santa Ana—Minnie Street, Ross Street,Durant Street— Prepared relocation plans for multi-phase rehabilitation of combined 260 units involving both temporary and permanent relocation following federal and state guidelines. Riverside County Economic & Community Development Agency — Mecca Senior/Community Center and Fire Station Project—Prepared relocation and replacement housing plans for 62 displacees including mobile home park closure. City of Cathedral City — Building Horizons and Eastside Downtown Project — Prepared relocation plans for potential displacement of 40 residential occupants including mobile home owners. Orange County Transportation Authority (OCTA) — Centerline Project—Prepared relocation plan including research and analyses of replacement housing for potential displacement of 160 residential and 177 business occupants. City of Long Beach — North Long Beach Library, Westside, Washington Housing Action Plan, Central Housing Action Plan, Gateway, Orizaba Park Expansion and Menorah Senior Housing — Prepared relocation plans, performed project site inspections and researched and reported residential replacement housing and business sites. City of Ontario — Downtown Civic Center — Prepared relocation plan for 18 residential and 47 commercial occupants. City of Anaheim—Gene Autry Way—Prepared relocation plan for street and highway widening involving 75 mobile home relocations and several residential occupants. Los Angeles Unified School District— East Los Angeles New High School#1 —Prepared relocation plan including project site inspection and search and analysis of residential and business replacement sites. Housing Authority of the City of Los Angeles, (HACLA) — Pico-Aliso — Performed pass-through account management and case management computer maintenance for 577 relocation cases. Page 14 Natasa Lenic RBC Normont Terrace/Harbor Village — Performed Pass- Pro Project Planning through account management and case management computer g maintenance for 400 relocation cases. Administrator Overland, Pacific & Cutler, Inc. City of Orange — Villa Santiago — Processed 250 Last Resort (Continued) Housing payments over a three year period. City of Tustin — Library Expansion — Performed pass-through account management, periodic Last Resort Housing payments administration and property management financial functions. Past Relevant Experience Staff Accountant Long Beach Memorial Medical Center, 1995-96 Prepared financial statements for a hospital with $500 million in revenues and performed bank reconciliation for $120 million in payroll account; researched, analyzed and reconciled professional fees accounts; maintained and updated physician contract database; prepared monthly invoices and payments for physician contracts. Page 15 Laura Kane, RM-RAC Senior Consultant Overview Overland, Pacific & Cutler, Inc. As a Senior Consultant for the Overland, Pacific & Cutler, Inc., Professional Credentials Ms. Kane performs full- and part-take acquisition, property management and residential and business relocation assistance Initial Year in Industry: 2000 services. She is fluent in writing and speaking Spanish,which is Initial Year with Industry: PC: 2000 invaluable in projects with multi-ethnic property owners and occupants. She has the proven ability to manage large projects, coordinating hundreds of people and accurately handling all the details of complex projects. Ms. Kane assists in the preparation Education: of cost studies and relocation plans and assembles support Bachelor of Arts,International Relations material for legal counsel in loss of business goodwill trials. University of Connecticut Project Examples IRWA Courses: City of Santa Ana — Ms. Kane is currently handling both the 100—Principles of Land Acquisition full acquisition and relocation of 13 residential homes being 103 —Ethics and the Right of Way displaced for the Bristol Street Widening Project. Profession City of Ontario/Ontario Housing — Relocated over 150 302—Team Building residential cases and 8 commercial cases; assisted with 501 —Residential Relocation Assistance acquisitions; continues to work with the City's displacees for 502—Business Relocation ongoing airport project; interacts with the client; assists in the 504—Computing Replacement Housing understanding and processing of claims;attends status meetings. Payments 505—Advanced Relocation Assistance I Riverside Unified School District — Worsk with 8 residential (Residential) relocation cases; 1 is a special needs, Section 8 displacee who 506—Advanced Relocation Assistance 11 requires extensive advisory assistance. (Business) 900—Principles of Real Estate Engineering Anaheim Public Works — Relocated 28 mobile home owner occupants and 4 apartment tenants for a major City street widening project; currently works with approximately 30 mobile home tenants and 7 apartment tenants. Garden Grove Agency for Community Development — Various Projects—Managed multiple projects for the Agency. Harbor/Chapman/Twintree Project — Acquiredf 18 parcels, 12 businesses (3 owner occupants, 9 tenants) and 9 residences; drafted and presented all purchase offers; coordinated the appraisals and processed the UCC for F&E. Katella/Gilbert Project — Managed the relocation of 22 businesses. Orange County Flood Control District—Currently assists the County with various projects providing both residential and business relocation; managed the relocation of a dairy farm and 4 extremely complex, residential cases, involving mobile home occupants, both tenant and owner occupied with multiple split households. Page 16 Laura Kane, RNV-RAC City of Huntington Beach — Currently relocating 2 residential Senior Consultant displacees, an elderly owner occupant and the owner's tenant, for the City's street widening project. Overland, Pacific & Cutler, Inc. (Contlnued) Anaheim Redevelopment Agency — Various Projects — Provided and managed various residential and business License(s): relocations in Anaheim; completed approximately 11 residential cases and 8 businesses near downtown Anaheim; 4 of the 8 Real Estate License,California businesses she handled personally,the other 4 she managed. Notary Public,California Glendale Redevelopment Agency — Town Center Project — Managed relocations of 35 businesses displaced in downtown Professional Affiliations: Glendale;personally handled over 15 of the 35 businesses. Los Angeles Unified School District — Various Projects — International Right of Way Association Provided residential and business relocation assistance services; National Association of Housing and presented GIN's, eligibility letters, 90-day vacate notices; site- Redevelopment Officials searched for comparable housing;Ms.Kane's fluency in Spanish American Public Works Association was integral in building trust between the displacee and the California Redevelopment Association District. Member,California Association for Local Economic Development(CALED) City of Placentia, Melrose and Placentia Avenue Under- Crossing Projects — Provided relocation assistance for Spanish speaking tenants; assisted in relocation interviews, which she translated; assisted the lead agent with translation during meetings. Community Development Commission of the County of Los Angeles — Various Projects — Responsible for acquisition, relocation assistance and property management services; many projects were funded by HUD; assisted a family to find Section 8 housing. City of Santa Ana—Dyer Road, Main &MacArthur, Harbor& Warner, Bristol & MacArthur, Bristol Street, Westminster Avenue and Santa Ana College Projects—Provided right of way acquisition services; assisted in project coordination and routinely reported to the City; drafted offer letters; presented offers to property owners and negotiated offers to successful completion; several projects involved complex tenant acquisitions where Ms. Kane assisted in the clearance of title, apportioning the just compensation among major interest holders. San Diego Unified School District — Brooklyn/Kimbrough School Project — Provided relocation assistance for 17 cases; assisted in relocation interviews, which Ms. Kane conducted in Spanish; assisted the lead agent with overall project management. Page 17 David Hudson Senior Consultant Overview Overland, Pacific & Cutler, Inc. As a Senior Consultant for Overland, Pacific & Cutler, Inc., Mr. Professional Credentials Hudson has been involved in the temporary and permanent relocation of over 300 residential tenants. He has residential Initial Year in Industry: 2000 relocation and replacement housing referral experience and Initial Year with Industry: PC: 2000 speaks and writes fluently in Spanish. Mr. Hudson possesses excellent interview skills, works very well with residential tenants and is knowledgeable of both federal and state Education: regulations relating to relocation assistance and benefits. BA in Spanish and Business Administration Project Examples University of Oregon Los Angeles Unified School District — East LA High School #87 & #88, South Region High School #92 — Performed 75 License(s): residential relocation cases. Real Estate License,California Los Angeles World Airports — Voluntary Acquisition and Relocation Program for Manchester Square and Airport/Belford Areas — Performed 178 residential relocation cases and 4 Professional Affiliations: business relocation cases. Member,International Right of Way Community Housing of North County — Solutions Family Association(IRWA) Center Project—Performed 4 residential relocation cases. Member, Community Redevelopment Association(CRA) North County Transit District — Oceanside to Escondido Member,California Association for Local Project—Performed 4 residential relocation cases. Economic Development(CALED) South California Housing Development Corporation—Santee Project—Performed 44 residential relocation cases. Spring Valley Project — Performed 15 residential relocation cases. Parkside Apartments Project—Performed 4 residential cases. San Diego City School District — Herbert Ibarra Elementary School Project — Responsible for residential relocation assistance. Lincoln High School Rebuild Project — Responsible for residential relocation assistance. City of Vista — Vista Sunset Apartments Project — Performed the residential relocation of 56 households. Anaheim Housing Authority — Jeffery Lynn Temporary Relocation Project — Responsible for providing temporary residential relocation assistance. Page 18 Chris LaBonte Consultant Overview Overland, Pacific & Cutler, Inc. Mr. LaBonte is a multilingual Relocation Consultant for Professional Credentials Overland, Pacific & Cutler, Inc. Proficient in the reading, writing and speaking of Spanish, Greek and Latin, with general Initial Year in Industry: 2005 comprehension of Italian and German, Mr. LaBonte is able to Initial Year with Industry: PC: 2005 effectively communicate with OPC's diverse client base. Additionally, Mr. LaBonte has provided translation for various technical and legal documents for OPC, including relocation plans, settlement agreements and informational brochures. Mr. Education: LaBonte's daily responsibilities include implementing relocation Post-Baccalaureate Certificate in Classical assistance for residential homeowners and tenants by performing Studies,University of California Los initial interviews and evaluation, processing benefits, Angeles coordinating moves, inspecting replacement sites and Summer Studies Certificate Program documenting files and final relocations. During this process, "Espanol dies Certificate at the Centro de Mr. LaBonte ensures compliance with applicable federal, state and local guidelines. Ensenanza Para Extranjeros,Universidad Nacional Autbnoma de Mexico,MBxico, D.F. Project Examples Bachelor of Arts, Spanish&Ancient Languages,Wheaton College,Wheaton,IL City of Fontana Housing Authority—Fontana Two D's Trailer Park Project — Relocated 17 of 28 mobile home park residents Professional Affiliations: due to a nearby apartment complex expansion. Member,Community Redevelopment City of Norco — 3231 Hamner Avenue Project — Provided Association(CRA) relocation advisory assistance including needs assessment Member,California Association for Local interviews, notices of eligibility, referrals to new housing units Economic Development(CALED) and advisory assistance to 12 residential tenants. San Dimas Redevelopment Agency — Costco Project — Performed the majority of the 18 relocation plan interviews in order to make way for the construction of a Costco; currently relocating four residential occupants. Fontana Redevelopment Agency — Mango Street Project — Performed all interviews and residential relocations for the expansion of a nearby park; the total project consisted of three, all Spanish speaking tenants.- City of Fontana — Walnut Avenue Widening Project — Performed four relocations consisting of three tenants and one homeowner;all displacees were Spanish speaking. City of Santa Ana — Civic Center Walk Project — Performed half of the eight relocations; performed all interviews; all eight tenants were Spanish speaking. Tustin Redevelopment Agency — Library Expansion Project— Performed seven tenant relocations; three included Spanish speaking tenants. Page 19 Chris LaBonte City of Fullerton—412 Valencia/431 West Project—Currently Consultant relocating six low-income tenant households due to the construction of a new street. Because of the HOME funding, Overland, Pacific & Cutler, Inc. benefits are being administered through the 104(d)program. (Continued) Fontana Unified School District — Elementary #30, Middle School #8 & High School #5 Projects — Completed 32 of 48 door-to-door pre-project surveys for the District's proposed new elementary, middle school and high school. Spanish was the primary language spoken by the majority of the residents. Page 20 Daniel Mercado Consultant Overview Overland, Pacific & Cutler, Inc. Mr. Mercado has over three years of experience performing Professional Credentials relocation and acquisition activities for.Overland, Pacific & Cutler, Inc. He also has over 20 years of professional business Initial Year in Industry: 2003 experience in legal, business management consulting and Initial Year with Industry: PC: 2003 information technology management. He has a proven track record in managing large, complex projects and successfully delivering timely, desired results. He is bi-lingual in English Education: and Spanish. JD, Loyola Law School Project Examples Dual AB in Psychology&Political Science, University of Southern California City of Glendale Redevelopment Agency — Town Center Project — Relocated 35 businesses for this redevelopment Professional Affiliations: project. Member, Community Redevelopment City of Garden Grove & Pacific Cities Real Estate Group Association(CRA) (Developer) —Katella/Gilbert Project—Relocated 24 businesses Member,International Right of Way for this housing development project in Garden Grove. Association City of Santa Ana—Supported the relocation of two businesses. Member, California Association for Local Economic Development(CALED) City of Tustin—Supported the relocation of one business. City of Paramount—Supported the relocation of one business. City of Irvine — Culver Drive Soundwall Project — Supported the part-take acquisition of 100 residential properties for this noise attenuation and street widening project Orange County Transportation Authority (OCTA) — Supported the acquisition of three part-take acquisitions. Past Relevant Experience Mr. Mercado's past relevant experience includes project management, claims processing, contractor coordination and strategic and tactical business problem solving. Manager of Application Development E. & J. Gallo Winery, Modesto, CA 1997-2003 — Responsible for software development and implementation to support business processes for sales order management, warehouse distribution and logistics. Page 21 Daniel Mercado Business Management Consultant Consultant Synergetics, Accelerated Business Management, Institute of Management Resources,CA 1989-1997 Overland, Pacific & Cutler, Inc. Worked with the above three firms as a business management (Continued) consultant. Legal Clerk Hanna&Moron,Atkins&Evans and other legal firms Los Angeles,CA 1979-1986 Clerked for various law firms during undergraduate and law school education. Page 22 Teri Kahlen Consultant Overview Overland, Pacific & Cutler, Inc. Beginning her right of way career in 1979 as a Draftsperson in Professional Credentials an engineering department,Ms. Kahlen is currently a Consultant for Overland,Pacific&Cutler,Inc. She fulfills a variety of right Initial Year in Industry: 1979 of way functions including property negotiations, document Initial Year with Industry: PC: 2007 preparation, staff-level appraisals, appraisal reviews, compiling assessor maps for property reports, assisting in research and analysis for cost studies, site searching, preliminary escrow functions and other field work. Ms. Kahlen is also being trained Education: in business and residential relocations. Courses at Fullerton and Rancho Santiago College: Past Relevant Experience Plane Surveying, Trigonometry,Real Estate Law,Boundary Control for Project Surveyor Surveyors,Legal Description Writing, Spectrum Land Services, 2006—2007 Advanced Problems in Surveying Wrote, reviewed and approved complex centerline and metes & Courses at University of California, bounds legal descriptions of easement take areas involving the Riverside: acquisition of electric utility easements; performed analysis of California Coordinate System,Land land title records such as property ownership profiles, deeds, Surveying Office Practice maps and other documents to produce legal descriptions and exhibits. IRWA Courses: Surveyor III Legal Aspects of Easements and Land Titles County of Orange, Resources Development and Management Department/Geomatics/Contract Unit,2005 Processed solicitations, including Request for Proposals and Requests for Statement of Qualifications for surveying services; Licenses: reviewed and analyzed proposals for minimum requirements and aining California Board and/or supervised development of all paperwork for Land-Surveyor-in-Tr Certificate No. ZL raining Board approval; prepared various professional service contracts Registered Land Surveyor in Arizona and supervised all contracted projects to ensure ethical Regisprocurement principals and procedures were followed; R.L.S.ter d Lan supervised all contract activity from beginning to end. Associate Professional Affiliations: David Evans and Associates(DEA), 1997—2005 Member, International Right of Way Prepared right of way maps and performed legal description Association(IRWA) writing and title research for the California Department of Member,American Congress on Surveying Transportation(Caltrans) and Los Angels County Flood Control &Mapping District; performed boundary analysis, A.L.T.A. survey plats, Member, California Land Surveyor's subdivision maps, records of survey for various public and Association private clients; was the Project Manager for the Inland Valley Member, Community Redevelopment Redevelopment Agency as DEA was the Agency's in-house Association(CRA) engineer/surveyor; worked on various subdivision maps, lot line adjustments and various legals and plats; used Microstation, Member, California Association for Local EWildsoft and PC Cogo software. Economic Development(CALED) Right of Way Engineer/Survey Technician Associated Engineers, 1996— 1997 Performed legal description writing including the preparation of Page 23 0 Teri Kahlen exhibit plats, title research and boundary determination, Consultant A.L.T.A. survey plats, lot line adjustment, cross-section and topo maps, and survey calculations; prepared right of way maps Overland, Pacific & Cutler, Inc. for Caltrans;used Vango and Microstation software. (Continued) Assistant Land Surveyor State of California, Department of Transportation, District 8, 1992- 1996 Prepared right of way maps, traverse calculations, title investigation and legal descriptions for grant deeds, director's deed and condemnation process; used Microstation and Word Perfect software. Survey Technician Hunsaker and Associates, 1989— 1992 Prepared and processed subdivision maps, encumbrance maps, legal descriptions, right of way maps, title investigations and traverse calculations;used Vango software. Engineering Aide III,Engineering Technician I& II County of Orange, 1980— 1989 Prepared right of way maps, traverse calculations, title investigations, legal descriptions for acquisition and disposition of County Highways and Flood Control Channels; worked closely with title companies in requesting title reports and doing research in title plant;used Intergraph software. Draftsperson First American Title Company, Engineering Department, 1979- 1980 Located and drafted property boundaries for account books used in locating property; plotted recorded easements listed in title reports. Page 24 Susan Hebert Project Support Specialist Overview Overland, Pacific & Cutler, Inc. Ms. Hebert is a Project Support Specialist for Overland, Pacific Professional Credentials & Cutler, Inc. She supports professional and project support staff in the production of relocation and acquisition consulting Initial Year in Industry: 2004 services. On a daily basis she manages the front office; Initial Year with Industry: PC: 2004 researches properly ownership information; searches for potential replacement dwellings and accurately enters the data in the relocation database; assists in resource studies; prepares Education: claims and case files; drafts and sends correspondence and payments;tracks and deposits property management rent checks; General Coursework serves as a backup receptionist; and performs other tasks as Humboldt State University needed to generally support the operation of the office. She Coursework routinely assists Consultants with such clients as the City of Architectural Model Building Mission Community College& ASanta Ana, City of Ontario, City of Fullerton, City of Fontana, Community College So Cal Housing Development and Ontario Housing Development. Because Ms. Hebert provides a high level of administrative support, she is also assigned special projects Professional Affiliations: throughout the year by Principals and Sr. Project Managers. She is proficient in Word,Excel,Tenant Pro and Internet research. Member, Community Redevelopment Association(CRA) Member,California Association for Local Past Relevant Experience Economic Development(CALED) Administrative Assistant Office Team&Career Strategies,Inc., 2002-2004 Served as a temporary Administrative Assistant for various firms; performed data entry, filing, reception and office assistant duties. Consultant Stanford Medical School Blood Center, 1989-2001 Started as a Donor Coordinator and progressed to become the Supervisor of the Office of Autologous and Designated Donations (OADD) and Reception Desk and then to a Consultant; developed standard operating procedures for the office and managed two OADD staff and seven receptionists; participated in the planning and development of new donor programs. Page 25 Scope of Work The below scope of work identifies the steps OPC's plan to complete the Impact Report. A. Project Initiation/Background Information 1. Set up and have initial meeting with Team(proposed Team includes City,Property Owner and OPC). 2. Discuss objectives, schedules,scope of work and assumptions of Team to come to understanding. 3. Clarify roles and responsibilities,methods of communication, approvals and procedures. 4. Define Project deliverables for Team members,necessary meetings with Team and with Project occupants, approval dates and any presentations expected. B. Public Meetings 1. Submit to Team for approval a draft letter of introduction to project occupants of proposed public meetings and need for interviews to complete the Impact Report. 2. Send out approved letters of introduction to Project occupants and noticing of public meetings. 3. Attend agreed amount of public meetings to discuss proposed closure with Project occupants. 4. Be in charge of sign up sheets for dates and times of interviews for survey with affected occupants at public meetings. C. Occupant Surveys 1. Contact occupants to set appointments to conduct survey to gather information to be include in Impact Report. 2. Meet with occupants in their homes to gather information needed for the Impact Report to include but not be limited to: • Names of all household members • Ages and gender of all occupants • Income of the household • Disability or chronic illness of any household member ■ Distances to employment and utilized neighborhood services • Special needs of the household • Current rent,utility costs • Outstanding loans • Occupants with housing subsidies. Page 26 D. Fair Market Value Appraisal 1. Give notice to proceed to appraiser to estimate the fair market value of each mobile home and all fixed property. 2. Appraiser to contact all occupants to inform of need to inspect mobile home, including inside of mobile home. 3. Gather information on mobile home including age, date of manufacture,type,width and size. 4. Estimate FMV in current location assuming continuation of the mobile home park in a safe,sanitary and well maintained condition with competitive lease rates. 5. Provide a report of all appraisals in a three ring binder. E. Estimate Cost to Relocate Mobile Home I. Give notice to proceed to mobile home move estimator to estimate the cost of moving mobile home. 2. Move estimator to visually inspect all mobile homes to make determination of costs to move mobile homes in accordance with City Municipal Code. 3. Identify which mobile homes cannot be relocated to a mobile home park and provide a basis for this conclusion. 4. Provide a report on the costs to move each mobile home. F. Market Research 1. Conduct a survey of comparable mobile home parks within 50 mile radius from the City limits to gather information which includes but is not be limited to: Park Name Number of lots,number of vacancies Lease rates and terms Policies and restrictions determine the following for the availability of mobile home sites. 2. Survey for sale listings in the parks surveyed above. 3. Survey local marketplace for the availability and cost of rental housing. G. Impact Report Preparation 1. Analyze survey results for incorporation into Impact Report as identified in the Municipal Code. 2. Consider the different mitigation measures in relation to the findings found from occupant surveys and market research. 3. Prepare a draft Relocation Impact Report which includes the elements of the City's Code Section 9-2.331(cx2) and deliver to Team members. 4. Meet with Team members to discuss findings and proposed mitigation measures, if any,and come to agreement for final draft. 5. Make changes, if any,and complete final Relocation Impact Report. Page 27 Schedule From a Notice to Proceed, OPC will provide a final Relocation Impact Report in approximately 135 days. Our proposed schedule can be found on the following page. Our schedule assumes a March 1, 2007, start date and identifies the major tasks to be completed and the proposed schedule for completing each. At the initial meeting with Team members,these assumptions will be discussed,and if needed,reasonable changes can be made to modify the schedule. Page 28 Capistrano Terrance Mobile Home Park Relocation Impact Report Schedule ID Task Name Start Finish V March I A dl I Ma June Ju 2/11 2/18 2/25 3/4 3/11 3/18 3/25 4/1 4/8 4/15 4/22 4/29 51615/131512015127 6/316/1016/1716124 7/i 7/8 7115 1 Project Initiation Thu 311107 Wed 317107 - 2 Public Meetings Thu 318107 Wed 3128107 � I 3 Occupant Survey Thu 3129107 -Wed 4118107 ` i I i i 4 Fair Market Value Appraisals ; Thu 415/07 Wed 6127107 ;ri i 5 Move Estimates Thu 415107 Wed 5130107 6 Market Research Thu 415107 Wed 5130107- - ; �, i 4 I i 7 Report Preparation Thu 513107 Wed 7111107 Task 0 Rolled Up Task 0 Project Summary Split „„„, ,,,,,,,,,,,,, Rolled Up Split , ,, External Milestone Progress Rolled Up Milestone O Deadline Milestone Rolled Up Progress Summary External Tasks Page 1 Meeting Attendance &Associated Costs The closure of a mobile home park is always a traumatic event for the residents of the Park. Most are fearful and/or angry because of the loss of control in their lives and the unknown of what the future will bring. Public meetings are a very important beginning in quelling the fears of Park residents, as well as providing necessary, straight forward information. We would always propose to have these meetings and to be apart. Therefore,we are committed to attending public meetings to be a part of the process and to begin to create a positive and trusting relationship with Park residents that can carry through the report phase and into working with residents as the housing specialist to assist in their relocation. From past experience in having these public meetings for mobile home park closures, it is not always possible that all occupants are able to attend a single event. Therefore,we would propose to have three public meetings to provide alternatives to residents who would otherwise not be able to attend. These meetings will discuss the proposed new use and how the proposed use will impact Park residents;the requirement of the Owner to have a Relocation Impact Report prepared and submitted to the City for approval as a condition of the proposed use; a description of the process in having a Report completed; and, what and who residents can expect to see in the coming days in preparation of the Report. We propose to have one of OPC's Manager attend, along with three of OPC's Consultants for each meeting. The Manager will be available to present any needed information, and the Consultants will be available to meet residents, begin to set up appointments for interviews, provide Spanish translation, if necessary, and be available on a one-on-one basis to listen to residents and answer questions they are able to answer. In addition to the public meetings, in our scope we have proposed two meetings with the Team; one at the project initiation stage and one after the initial draft of the Impact Report has been completed. The proposed personnel for these meetings are OPC's identified Principal, Senior Project Manager and Project Planning Administrator. Any additional meetings required will be attended by the appropriate personnel and will be billed hourly at the stated hourly rates identified in this proposal. Page 30 References Please find below a list of references which OPC has completed similar Relocation Impact Reports for proposed mobile home park closures within the past five years. Descriptions of these projects can be found in the following experience section detailing our familiarity with mobile home park closures. Mr.Joe Brown Brown Associates 19700 Fairchild Road, Suite 100 Irvine,CA 92612 949.250.0888 Project: Snug Harbor&El Nido Mr.Aaron Harp Assistant City Attorney City of Newport Beach P.O. Box 1768 Newport Beach, CA 92658-8915 949.644.3131 Project: Marinapark Mobile Mr.David Long Marlon,Ltd. 15096 Danielle Place Monte Sereno,CA 95030 408.402.2130 Project: Val Verde Estates Mobile Home Park Mr.Brad Tuck Bradley Land Group 457 Glencrest Drive Solona Beach,CA 92075 619.300.9444 Project: La Mesa Terrace Mobile Home Park Page 31 Mobile Home Park Project Experience OPC has extensive experience with mobile home park relocations, including private closures requiring the preparation of Relocation Impact Reports pursuant to California Government Code Section 65863.7. For example, we understand the unique noticing requirements (particularly regarding extended vacate notice periods), the dual payments for owner-occupants of coaches, who are both owners and renters, and the challenges surrounding the relocation of residents who may, or may not, be able to actually relocate their dwellings due to age and/or condition. A partial list of OPC's relevant projects follows: Brown Associates OPC has completed a Relocation Impact Report in accordance with Costa Mesa,CA California Government Code 65800 et. seq. and Civil Code, Chapter 2.5. Section 798.56 for this proposed private mobile home park closure. This Snug Harbor&El Nido project consists of the closure of 2 mobile home parks of approximately 100 units, for the purpose of developing a medical office building. City of Newport Beach The City of Newport Beach retained OPC to prepare a Relocation Impact Reportin accordance with California Government Code 65800 et. seq. and Marinapark Mobile California Civil Code, Chapter 2.5, Section 798.56, for this proposed mobile Home Park home park closure. The closure will result in the relocation of 57 households. This park is being closed by a public agency, but they have determined that the private closure requirements are applicable. OPC has also been retained to provide advisory services to park occupants during the course of the one year closure period. Marlon,Ltd. OPC has been retained to prepare a Relocation Impact Report in accordance with California Government Code 65800 et. seq. and California Civil Code, Val Verde Estates Chapter 2.5, Section 798.56, for this proposed private mobile home park Orange,CA closure. The Val Verde Estates mobile home park is a 54 unit park that is being considered for a higher and better use. OPC was involved in the community meetings, interviews of all occupants and research related to availability of replacement site resources for preparation of the Report. PDM La Mesa The Owner is considering a development project that would encompass the La Mesa,CA Park and require its closure, which consists of 25 coaches and one apartment. In anticipation of the potential development of the Park site and La Mesa Terrace Mobile the consequent need to prepare for closure of the Park, the Owner has Home Park contracted with OPC to prepare a Relocation Impact Report in accordance with California Government Code 65800 et. seq. and California Civil Code, Chapter 2.5, Section 798.56, for this proposed private mobile home park closure. Page 32 A.P.T.S. APTS retained OPC to prepare a Relocation Impact Report in accordance La Mesa,CA with California Government Code 65800 et. seq. and California Civil Code, Chapter 2.5, Section 798.56, for this proposed private mobile home park La Mesa Gardens closure. The project will require the displacement of 38 units. City of Rancho Mirage The City required the displacement of 23 mobile home units for the Redevelopment conversion of an affordable housing project. OPC prepared the Relocation Agency,CA Impact Report in accordance with California Government Code 65800 et. seq. and Civil Code, Chapter 2.5. Section 798.56 and provided all relocation Blue Heaven Mobile assistance services to the displaced occupants. Home Park Fontana Housing OPC completed a Relocation Impact Report for the mobile home park Authority closure. This project consisted of the relocation of 28 units, including many Fontana,CA travel trailers and older coaches, which were immoveable. OPC also 2 D's Trailer Park assisted with the coach acquisition as well as provided property management Project services.. City of Moorpark The City has plans to expand their civic center. This project required the Redevelopment acquisition of 3 parcels which is displacing 31 residential households; 28 of Agency,CA which are occupants of a mobile home park with a majority of Spanish- speaking residents. OPC was responsible for preparing a Relocation Impact High Street Project Report which included the requirements necessary for the closure of mobile home parks in accordance with California Government Code 65800 et. seq. and Civil Code, Chapter 2.5. Section 798.56. OPC provided the necessary relocation assistance services for displaced occupants and property management services. City of Monterey Park To help clear the way for the construction of a 7-acre mixed-use Redevelopment retail/housing project, OPC prepared a Relocation Plan and Conversion Agency,CA Impact Report for the project developer and the Redevelopment Agency. The site required the displacement of 18 very-low to extremely-low income The Granada families within a trailer court and the relocation of 7 professional and retail businesses from adjacent lands within the project area. The Agency is now able to boast of the success of their project and reports that every resident was able to upgrade their housing situation — 3 families were even able to upgrade to conventional homeownership through OPC's efforts. Centex Homes Centex Homes retained OPC to prepare a preliminary resource survey and Anaheim,CA cost estimate to determine the availability of replacement sites and the costs for a potential mobile home park closure. This preplanning activity was Not to be disclosed at conducted to identify any potential issues upfront. The potential closure this time would displace over 200 age-restricted mobile home units. Page 33 The Cathedral City OPC relocated 101 mobile home residents for the City's Auto Center Redevelopment expansion and an affordable housing project. OPC completed the Relocation Agency,CA Plan and provided acquisition services and interim property management services. Bilingual services were provided. Desert Hills Mobile Home Park City of Cathedral City, OPC relocated over 175 mobile home residents for the City's Civic Center CA Expansion Project. The Sun Town Mobile Home Park was comprised of mainly elderly residents, requiring special care and consideration of their Civic Center Expansion needs. OPC completed the Relocation Plan and provided interim property management services. The La Quinta OPC relocated 93 mobile home residents for the City's affordable housing Redevelopment project. OPC completed the Relocation Plan and provided acquisition Agency,CA services. A majority of the residents were Hispanic and bilingual services were provided. Vista Dunes Mobile Home Park City of Garden Grove OPC has provided complete relocation services for several large projects Redevelopment throughout the City totaling over 250 residential and commercial cases. Agency,California These projects have been successfully completed on very tight schedules. One such project included the displacement of a 130 unit mobile home park Harbor Corridor and (Oasis Mobile Home Park) project with many elderly residents. OPC also Other Various Projects provided interim property management services until demolition of necessary properties. City of Long Beach The City of Long Beach and the MTA joined together to develop a joint use Redevelopment development which included a Park & Ride Station and Shopping Center. Agency/LA This project required the closure of the Willow Trailer Park which had 120 Metropolitan mobile home units. OPC prepared a Relocation Plan, provided interim Transportation property management services and successfully relocated all occupants. Authority,California Park and Ride Joint Use Development The Redevelopment OPC is in the process of relocating 25 mobile home residents for the Agency for the County construction of the County Fire.Station. OPC prepared a Relocation Plan of Riverside and will provide relocation services. The mobile home park consists of a Mecca,CA majority of Hispanics,and we will supply bilingual services. Mecca Mobile Home Park Page 34 City of San Diego,CA De Anza Harbor Resort is a residential mobile home park located on city- owned, dedicated public parkland. The state legislation authorizing De Anza Harbor Mobile residential use on the property expired in November of 2003. The City of Home Park San Diego has retained OPC to prepare a Relocation Impact Report in accordance with California Government Code 65800 et. seq., California Civil Code, Chapter 2.5, Section 798.56 and CA Government Code Title 1, Chapter 16, Section 7260-7277, to address the potential impacts of displacing 513 existing occupants. Centex Homes Centex Homes has retained OPC to prepare a Relocation Impact Report in San Diego,CA accordance with California Government Code 65800 et. seq, and California Civil Code, Chapter 2.5, Section 798.56, for this proposed private mobile Coastal Trailer Villa home park closure. The closure will result in the relocation of 90 households in the park residing in trailers, RVs and park models. The occupancy consists of both short term and long term tenancy. Page 35 Project Budget The following is our proposed fee to complete the requested services: Relocation Impact Preparation In compliance with Government Code Section 65863.7,the City of San Juan Capistrano's Municipal Code Section 9-2.331 and our proposed scope of work, OPC will prepare the Relocation Impact Report for the proposed closure of the Capistrano Terrace Mobile Home Park for a lump-sum fee of$96,500.00.This fee is broken down between OPC and the selected subcontractors as follows: OPC $38,000.00 Metropolitan Appraisal Com an $53,500 Best Choice $5,000 Total $96,500.00 For preparation of the Impact Report, OPC may submit monthly invoices for the services rendered based on a milestone basis and or the hourly rate schedule provided below, with the balance of the lump-sum fee due upon completion and submittal of the final document. Meetings The budget for the proposed meetings identified in this proposal is $8,000.00. These services will be provided, as agreed and requested, on an hourly basis, at OPC's schedule of hourly rates, provided on the following page. Any additional meetings required will be attended by the appropriate personnel and will be billed hourly at the stated hourly rates. Page 36 0 Hourly Rate Schedule Principal $175 per hour Regional Director $135.00 per hour Sr. Project Manager $130.00 per hour Project Manager $120.00 per hour Senior Acquisition/Relocation Consultant $110.00 per hour Acquisition/Relocation Consultant/Analyst $100.00 per hour Real Estate Technician/Escrow Officer/Project Support $ 70.00 per hour Secretarial/Clerical $ 40.00 per hour OPC considers photocopying, first class postage, telephone, facsimile and cellular communication charges as a normal part of doing business. These charges are included in the stated hourly rates. Out-of-pocket expenses—including pre-approved travel and lodging, outside exhibit preparation, requested overnight courier or registered and/or certified mail (return receipt requested)charges and, specialty reproduction—unless otherwise specified, are in addition to the contract amount and will be charged at cost plus ten percent (+10%) for administration, coordination and, handling. Subcontracted services — other than those listed above — will be invoiced at cost plus ten percent(+10%). In the event OPC is required to perform any act in relation to litigation arising out of any project of the City whether that be expert consulting or responding to a complaint or proceeding with discovery and trial, such services are not part of this contract,nor are they part of our normal fees and, if required, shall be invoiced at two times hourly rates. In the event this contract extends twelve (12) months beyond the initial date of execution, the hourly rates shall be adjusted upwardly by approximately five percent (5%) per annum, compounded annually,on the anniversary date of this contract. Excluded Services/Assumptions The following services are not included in our fee and/or are assumed to be completed or provided by others: 1. Legal description of the property. 2. A map and detailed description of the condition of the mobile home park, including the nature and location of structures, landscaping, easements, utilities and other on- site features and amenities. 3. Rental Agreements for the mobile home spaces. Page 37 4. The number of spaces within the park, length of occupancy by the current occupant of each space and the current lease rate for each space, if not able to be gathered in the survey. 5. A description of the proposed new use and all discretionary approvals for the proposed use, if any. 6. Mobilehome residents will cooperate in the survey process. OPC will make 3 attempts to contact the resident for an interview. Page 38 CITY OF SAN JUAN CAPISTRANO Proposal to Prepare Relocation Impact Report for Proposed Closure of Capistrano Terrace Mobile Home Park February 9, 2007 `�aracJoK `�artriere 1�td. 5762 Bolsa Avenue, Suite 201 Huntington Beach, CA 92649 Tel. (714)379-3376/ Fax(714)373-1234 www.paragon-partners.com February 9, 2007 City of San Juan Capistrano 32400 Paseo Adelanto San Juan Capistrano, CA 92675 Attention: William Cunningham, AICP Subject: Proposal to Prepare Relocation Impact Report for Proposed Closure of Capistrano Terrace Mobile Home Park Dear Mr. Cunningham: Paragon Partners Ltd. (Paragon) is pleased to submit the enclosed proposal to prepare the Relocation Impact Report (RIR) for Proposed Closure of Capistrano Terrace Mobile Home Park as required in the RFP issued on January 29, 2007. Paragon has extensive experience providing relocation services to public clients throughout California including the cities of Carson, Lynwood, Los Angeles, Industry, Lake Forest, Riverside, Santa Ana, and the counties of Riverside and Los Angeles. Paragon has recently completed a Conversion Impact Report for a private client in Anaheim involving possible mobile home park closures. Paragon also is currently providing mobile home acquisition and relocation services to the cities of Carson and San Pablo. Established in July 1993 as a California corporation and a certified Woman Owned Business Enterprise (WBE), over 75% of Paragon's project work is from repeat clients or referrals from existing clients. Our client focused and quality oriented services have enabled Paragon to grow to over 125 professionals and support personnel and, to be not only one of the largest Right of Way consulting firms in the western United States, but to also be one of the most respected. By utilizing proven professional skills and technical knowledge, its personnel provide solutions to problems and expedite achieving project objectives. Paragon's name was selected by its owners to exemplify their standards— "Paragon -a pattern of excellence." In summary, Paragon will commit the personnel resources to support the City of San Juan Capistrano's needs. If selected, Paragon's team, in collaboration with the City, will assure the successful delivery of the RIR as directed by the City. I am the contact person at Paragon during the period of proposal evaluation. If you have any questions, or require any additional information, please contact me at (714) 379-3376, ext. 201, or via e-mail at neilia@oaraaon-partners.com. Thank you for your consideration. Sincerely, Neilia A. LaValle President & CEO 5762 Bolsa Avenue Suite 201 Huntington Beach,CA 92649-1172 Phone: (714)379-3376 Fax: (714)373-1234 info@paragon-partners.com www.paragon-partners.com TABLE OF CONTENTS Section/Paragraph Page No. COVER LETTER TABLE OF CONTENTS 1.0 COMPANY OVERVIEW AND PROPOSED PERSONNEL.........................................................1 2.0 SCOPE OF WORK AND SCHEDULE.........................................................................................4 3.0 COMMITMENT TO ATTEND PUBLIC MEETINGS.....................................................................7 4.0 REFERENCES .............................................................................................................................8 5.0 FAMILIARITY WITH MOBILE HOME PARK CLOSURES AND REGULATIONS AND ISSUES ASSOCIATED WITH SUCH CLOSURES..................................................................................10 6.0 FEE PROPOSAL........................................................................................................................12 Appendix City of San Juan Capistrano—Capistrano Terrace Mobile Home Park Page 1 Table of Contents February 9,2007 1.0 COMPANY OVERVIEW AND PROPOSED PERSONNEL 1.1 Company Overview Paragon Partners Ltd., headquartered in Huntington Beach, CA, has been providing relocation, Right of Way and real estate consulting services to both public and private industry for 14 years. Industry sectors served include: transportation, municipal public works, development/redevelopment, pipeline, utility, oil and gas, telecommunications, wind energy and other market segments that require the acquisition of property or property rights to support their business activities. Paragon's scope of services includes: Project/Program Management, Land Acquisition, Relocation Assistance, Franchise and Permit Acquisition, Right of Way Engineering, Title Research, Asset and Property Management, Appraisal and Appraisal Review, Feasibility Studies, Due Diligence, Litigation Support, and Electronic Document and Records Management Systems. 1.2 Proposed Personnel Paragon's proposed project personnel have extensive experience in performing Right of Way and related land services functions for all types of development, redevelopment, and public works projects. Darryl Root, J.D., MBA, R/W-RAC, QA/QC Manager, has more than 20 years of professional real estate experience in both the public and private sectors involving real estate sales and acquisition of Right of Way, easements and fee property, as well as residential and commercial relocation assistance. He was the principal author of a Conversion Impact Report for a client in Anaheim, California. He has managed acquisition/relocation projects for municipalities, county and state agencies and has extensive experience in eminent domain cases and procedures. Mr. Root has successfully managed both large and small projects involving multiple agencies. Mr. Root is a licensed real estate broker and an active member of the IRWA and Design Build Institute of America. Currently Mr. Root is serving as Project Manager for new school site acquisition and relocations for the Los Angeles Unified School District and supporting the real estate program for the Alameda Corridor East-Construction Authority. Most recently, Mr. Root has served in several capacities including Project Manager for the City of San Pablo Redevelopment Agency Alvarado Mobile Home Park Relocation Redevelopment Project. He is also Project Manager for a segment of the Bristol Street Widening Project for the City of Santa Ana, Deputy Project Manager in charge of quality assurance and quality control for the Los Angeles World Airport's Manchester Square Relocation Project, and Relocation Manager for the Mission StreetISR71 Grade Separation Project in the City of Pomona. In addition, Mr. Root served as Project Manager for OCTA's Oso Parkway Project involving the widening of the Oso Parkway bridge structure in Orange County as well as Deputy Project Manager on the Mid City Exposition Rail Extension Project including the relocation of 12 businesses, 29 billboards and a public storage unit located in the City of Los Angeles. Dionisio Marquez, Principal Relocation Specialist, has more than 15 years of relocation and community outreach experience. Mr. Marquez has participated with non-profit, profit, and public agencies in which he has led workshops in both Spanish and English involving a variety of topics including Relocation Assistance, the Development Process, First-Time Homebuyers workshops, and Redevelopment procedure. Mr. Marquez has managed large residential City of San Juan Capistrano-Capistrano Terrace Mobile Home Park Page 1 Section 1.0-Company Overview and Proposed Personnel February 9,2007 relocation projects with aggressive schedules, providing exceptional service to both displacees and agencies. Mr. Marquez understands and is able to analyze impacts when multiple funding sources are involved in a project, relocation cost impacts to established pro-formas, and how providing good service helps to maintain both budget and schedule. Mr. Marquez has experience in the administration of Community Development Block Grants, HOME, HUD, 104D, FAA, FHWA, Los Angeles and Santa Monica Municipal Relocation Ordinances, Housing Set-aside Funds, the Uniform Relocation Act and the California Relocation Assistance and Real Property Acquisition Guidelines. Mr. Marquez is bilingual (English and Spanish). In addition, Mr. Marquez has managed and administered unique projects such as mobile home parks where occupants have a combination of ownership and tenure. Mr. Perez, Relocation Supervisor, is responsible for business, residential homeowner, and tenant relocation cases. His duties include replacement site selection, calculation of benefit payments, coordination with moving companies, inspection of replacement housing sites, and extensive file documentation. Mr. Perez has over seven years of diversified relocation experience. He was a Relocation Consultant responsible for nine residential homeowner and tenant cases for the Palmdale Regional Air Project for the Los Angeles World Airports (LAWA). He was also a Relocation Consultant responsible for 82 residential displacements for the East Valley New High School, North Hollywood Elementary School, Ramona New Elementary School, and East Los Angeles High School #2 Projects, as well as 35 commercial cases for the South Region High School #2 Project for the Los Angeles Unified School District. At the City of Burbank, Mr. Perez was a Relocation Consultant responsible for 71 residential tenant cases for the Peyton-Grismer Project. He was also responsible for 26 residential homeowner and tenant cases and one commercial case for the East Side Light Rail Project—Watershed Conservation Authority for the Los Angeles Metropolitan Transit Authority. Mr. Perez speaks and writes fluently in English and Spanish and possesses strengths in problem-solving and conflict resolution. Isaac Diaz, Senior Relocation Agent, has extensive Right of Way consulting experience providing property acquisition and relocation assistance for redevelopment and public works projects for municipalities and counties throughout Southern California. Having worked on numerous public and private development projects, Mr. Diaz is experienced in providing residential and commercial relocation assistance to displaced property owners and tenants, title and document analysis and escrow coordination. Mr. Diaz has an active role in the property management of acquired sites and has resolved a wide range of issues for city and county administered projects. He has also performed relocation assistance to facilitate road widening and other public works projects in various jurisdictions. Mr. Diaz is bilingual (English and Spanish). Prior to his career as a Right of Way consultant, he was a Program Director and Case Manager for two non-profit organizations where he was responsible for budgets, curriculum development, community outreach and relations, counseling, and staff management. City of San Juan Capistrano—Capistrano Terrace Mobile Home Park Page 2 Section 1.0-Company Overview and Proposed Personnel February 9,2007 David Baez, Relocation Agent, has extensive professional real estate experience in both the public and private sectors involving real estate sales, appraisal, business law, mortgage loan processing, and acquisition of Right of Way, easements and fee property. As a United States Navy (Submarine) Veteran, Mr. Baez's training and attention to detail enable him to work with ease in managing public agency projects requiring extensive knowledge of the Uniform Relocation Assistance and Real Property Acquisition Policies Act of 1970, FAA/HUD and California Title 25 policies, procedures and guidelines. Mr. Baez possesses excellent interpersonal skills and is bilingual (English and Spanish). He is a licensed realtor and an active member of the International Right of Way Association and National Association of Realtors and is currently pursuing his California Real Estate Brokers License. City of San Juan Capistrano—Capistrano Terrace Mobile Home Park Page 3 Section 1.0-Company 6venAew and Proposed Personnel February 9,2007 2.0 SCOPE OF WORK AND SCHEDULE 2.1 Scope of Work Paragon recognizes the importance of close adherence to the City's municipal code provisions governing preparation of the Relocation Impact Report (RIR) for park closures. The scope of work for the preparation of the RIR for the proposed closure of the Capistrano Terrace Mobile Home Park is therefore based upon the City Municipal Code Section 9-2.331 as well as Government Code Sections 65863.7 at. seq. The primary portion of the scope of work includes the preparation of the RIR. This preparation will include research on and discussion of all elements listed in the City code. Paragon's research and approach to the work will be categorized as follows recognizing the relationships between each category: Park Property Research • Legal description of the property and its location • Map detailing location of structures and amenities and their overall conditions • Total number of spaces within the park Park Resident Research Names and address of all mobile home owners within the park and absentee owners • Names and addresses of any tenants in the park (including space number) • Lease rate paid by each resident of each space • Total number of residents, their ages, and any disabilities (with special attention to those residents under 16 years of age or residents 60 years old or older) • Length of occupancy of each resident Mobile Home Research on Units in the Park • Age, date of manufacture, type, width, and size • Determination of total number of mobile home units that are eligible to be relocated to a comparable park Comparable Mobile Home Park Research • Locating all comparable mobile home parks within a fifty (50) mile radius from San Juan Capistrano and their names, lease rates, number of lots number of vacancies, park policies, amenities offered, and proximity to necessary services Estimated Costs of Relocating Current Residents of the Park • Costs of relocating mobile homes to available lots within the study area • Costs of physically moving the mobile homes and any movable improvements such as patios, carports, and porches • Costs of dismantling, packing, moving reassembling, rebuilding, skirting, tie downs and transportation of the mobile homes, and moving and unpacking all personal property • Estimates of costs of fair market value of each mobile home and fixed property that cannot be relocated City of San Juan Capistrano—Capistrano Terrace Mobile Home Park Page 4 Section 2.0—Scope of Work and Schedule February 9,2007 • Stating the basis for any conclusion that a mobile home cannot be relocated • The availability and cost of comparable rental housing for each mobile home park resident Time Tables for Relocation of Residents and Closure of the Park • Time table for conversion or closure of the Park • Description of the new use and all necessary approvals for the new use of the park • Relocation Plan including a timetable for physically relocating the mobile homes or payment of relocation assistance List of Proven Experts to be used and preparation of proposed measures to mitigate adverse impacts • Assembling team of experts in the field of mobile home relocation including mobile home movers, mobile home appraisers, mobile home dealers, and relocation agents • Creation of list of names and addresses of these experts • Creation of measures to mitigate hardships of relocation • Research into any other issue as deemed necessary by the Planning Services Department The information for some categories of research for the RIR will be gained from outside sources, such as the information on comparable parks. Paragon relocation agents have experience in contacting these parks and asking detailed questions to quickly ascertain pertinent details and assess whether the park is truly comparable. Likewise, Paragon relocation agents are skilled at obtaining estimates of tear down, set up and other relocation costs from local mobile home dealers and park owners. However, some of the information necessary for the report must come from residents of the park themselves. Paragon relocation agents have extensive experience in relocating mobile home park residents and understand the sensitivity necessary to deal effectively with residents. Paragon is also aware of the long history of events surrounding the Capistrano Terrace Mobile Home Park including plans to have a non-profit organization purchase the park in 2002 to current plans to close the park. Paragon proposes to gather the pertinent residential data by mailing surveys to all park residents. Those residents not responding to surveys will be interviewed individually. Paragon also has experience with working cooperatively with agency officials and park owners to mitigate the impacts of relocation on park residents. Paragon's experience with the relocation of mobile home park residents is detailed in Section 5.0 of this proposal. City of San Juan Capistrano—Capistrano Terrace Mobile Home Park Page 5 Section 2.0—Scope of Work and Schedule February 9,2007 2.2 Schedule CITY OF SAN JUAN CAPISTRANO Six Week Project Schedule ID Task Name Week i Week 2 MOW—3 -Week 4 1 Week 6 JWeekli JWvek7 1 Corri Award Rwidsnta of park am notified of application for closure by City - .�' 1------ ;__.._.._.._._...--_---.._.,..._._...--.--.---_---._-.._ -----_—_----._-_. dy 3 Mwtlng with nwbila home perk ownWr and City to ohlain preliminary inrarmetion end rssdwE<onlact inb - ;, 1 day 4 IntaMaw3 and surveys with perk residents ___ 10 `..._ _..... ....... .._ .!_.._._ ..... ..___._._. . _........... -._... ..- .. _........... .... 5 ReewrM to determine all pertinent elements otreport ., 15 days 6 Begin writing regal -....... ..__. .. 7 Finish writing report/Deliverdraft to City - -- - - .. - �,e 8 Cly review of draft .. _- — ._ ._.__-- _.. ., __ 9 Innrpaab City Comments into Draft/Finalize Report d _R"----- 10 -plan Complete - - _ -- - -- - - -- - - ;_.._ ._..;---- --:..__._ .. ._. ___._ -___.,__.,__..__ _yio.------- City of San Juan Capistrano—Capistrano Terrace Mobilehome Park Page 6 Section 2.0—Scope of Work and Schedule February 9,2007 3.0 COMMITMENT TO ATTEND PUBLIC MEETINGS As per the City Municipal Code, the park owner must conduct at least one informational meeting for the residents of the mobile home park regarding the status of the application for change of use and/or closure of the park; the timing of the proposed relocation of the residents; and the nature of the relocation benefits the park owner proposes to make available. Experience has shown that in a mobile home park the size of Capistrano Terrace Mobile Home Park, at least three meetings at different times convenient to residents will be necessary. The housing specialists designated in the Relocation Impact Report must attend this public meeting. As a firm with proven expertise in the relocation field, members of Paragon's staff will attend these meetings. Paragon will also attend the public hearing before the Planning Commission. Paragon will be in frequent communication (phone and email) with City Officials and the park owner. Paragon also recognizes the importance of close coordination with City officials and the applicant for the change in park use. Paragon will be available for three separate meetings with City officials and/or the park owner to share information and report on progress with the Relocation Impact Report. City of San Juan Capistrano—Capistrano Terrace Mobile Home Park Page 7 Section 3.0-Commitment to Attend Public Meetings February 9,2007 4.0 REFERENCES In compliance with the requirements of the City's RFP and to demonstrate our experience with similar relocation projects, listed below are four (4) project descriptions of similar work, including client references. 1. Palmieri, Tyler, Wiener, Wilhelm & Waldron, LLP Client Contact. Ryan Easter (949) 851-9400 This project involved the preparation of a Conversion Impact Report (CIR) for a private client who wishes to close a mobile home park in the City of Anaheim. The closure is still under consideration and therefore, certain information remains confidential. However, the City of Anaheim's park closure ordinances are extremely similar to the San Juan Capistrano ordinances. The CIR involved multiple parks with over 260 spaces. 2. Redevelopment Agency of the City of San Pablo, Alvarado Mobile Home Park and the Circle S Project Client Contact., Sonia Rivas Pedevelopment Analyst (510)215-3200 Paragon is providing relocation planning and assistance services for the Alvarado Mobile Home Park for 49 units, including 8 travel trailers and for the Circle S Project affecting a total of 250 displacees including a Salvation Army Thrift Store. 3. City of Carson, Shady Nook Trailer Park Client Contact., Donyea Adams Housing& Neighborhood Development Manager (310)233-4800 This project involves the relocation of 35 mobile home units in the City of Carson. It also involves the relocation of an onsite park caretaker. Prior to beginning the field work, Paragon is performing relocation planning services to effectively survey potential displacees; survey the housing market for available, suitable comparable replacement housing; establish a rough order of magnitude cost estimate for program implementation; identify special needs of displacees and appropriate advisory services; and prepare a written analysis of the aggregate relocation needs of all persons being displaced. 4. Bi-State Development Agency, Swansea, Illinois/East St. Louis, Illinois Client Contact:Min Saysay Program Manager Riverside County Transportation Commission (951) 787-7141 This project involved the acquisition and relocation of 50 mobile homes and their residents in the East St. Louis area for the construction of a Metro Link station. The mobile home residents were both tenants and owner occupants. All tenants were very City of San Juan Capistrano—Capistrano Terrace Mobilehome Park Page 8 Section 4.0—References February 9,2007 a low income and a variety of referrals to social service agencies were required. All residents were successfully relocated within 90 days after the issuance of their Notices of Entitlement. Most were relocated to conventional housing. City of San Juan Capistrano-Capistrano Terrace Mobilehome Park Page 9 Section 4.0-References February 9,2007 5.0 FAMILIARITY WITH MOBILE HOME PARK CLOSURES AND REGULATIONS AND ISSUES ASSOCIATED WITH SUCH CLOSURES Paragon has extensive experience with mobile home park closures and the regulations and issues associated with such closures. The most recent example involves Paragon's preparation of a Conversion Impact Report (CIR) for a private client in the Anaheim area. This CIR is still under consideration by the client and thus details of the CIR are confidential. However, the Anaheim ordinance governing the preparation of the CIR is very similar to the City's municipal code sections governing park closures. Like the City's code provisions, the Anaheim code required a wealth of information on the park properties to be closed, such as maps of the properties, onsite features and amenities, the number or spaces within the park, lease rates for the spaces, and the number of residents. Both the City's municipal code and the Anaheim code required research into the location of comparable mobile home parks and the availability of spaces in these parks. Paragon was able to contact and become familiar with over 214 different mobile home parks in Orange, Los Angeles, Kern, San Bernardino and Riverside Counties. Therefore, extensive recent research into the vacancies and amenities in each of these parks is readily accessible to Paragon. As part of its work on the CIR, Paragon also contacted a multitude of conventional rental properties in order to offer referrals to residents who rented homes in the park as a proposed mitigation measure. Both codes also require the determination of costs for relocating the mobile homes and reinstalling certain amenities such as porches, etc. Each code also requires a list of proposed measures to mitigate the adverse impacts of the conversion upon park residents. Through the preparation of the Anaheim CIR, Paragon reinforced existing skills with researching replacement parks and their requirements for new entrants; the process and costs of the set up and tear down of mobile homes; the connection of utilities; and a host of other mobile home relocation issues. Paragon also built up a network of relationships with mobile home park dealers, real estate agents, and park managers within a large radius. In compliance with the requirements of the City's RFP and to demonstrate our experience with other projects of similar scope and size, the summary below provides relevant examples of Paragon's experience with sensitive and difficult relocation projects which involved the closing of mobile home parks. Residents of mobile home parks often have very special needs. For example, if through these interviews, it is determined that a resident has a particular physical handicap, Paragon agents will be instructed to accommodate those needs in their subsequent relocation work with that individual. In the case of a physical handicap, the agent will be instructed to make sure comparable referrals and the eventual replacement unit selected are handicap accessible. These measures will reduce or eliminate any potential conflict with the displacee when the displacee understands that his or her needs are being considered. Because residents of mobile home parks often come from diverse backgrounds, it is important to have an approach which emphasizes the need for an experienced and diverse group of relocation agents to reduce any potential conflicts. Paragon prides itself in the diversity of its staff which is exemplified in the number of bilingual agents it employs. With the experience of having moved hundreds of mobile home residents in a number of states, Paragon's diverse staff has the background to relate to wide variety of cultures and individual personalities. City of San Juan Capistrano—Capistrano Terrace Mobile Home Park Page 10 Section 5.0-Familiarity with Mobile Home Park Closures and Associated Regulations and Issues February 9,2007 There are numerous relevant specific examples of Paragon staff members' abilities to work effectively with mobile home residents. In the Swansea, Illinois Mobile Home Park Project, many residents were very reluctant to move and the Agency anticipated that conflicts and hostility would erupt between relocation agents and residents. The residents' concerns, fears and hostilities were reduced when relocation agents quickly identified the common relocation misconceptions fueling the hostilities and met in groups and individually with residents to carefully explain relocation procedures and benefits. All residents of the affected park were successfully relocated exactly 90 days after issuance of their Notices of Entitlement. Most were able to rent or purchase conventional dwellings. Paragon staff members' successful approach to working with mobile home relocatees is further exemplified by the City of Inglewood's Noise Abatement Project (Federally Funded). As part of the City of Inglewood's Noise Abatement Project, it was necessary to relocate tenants and owners of a trailer park. The trailer park consisted of approximately 20 units. Half of the displacees were owner occupants and the other half were tenant occupants. Each household was unique and required specific attention to its needs. The spectrum of individual needs and challenges ranged from undocumented residents, low income residents, retired, and elderly residents to emotionally and mentally handicapped residents. Most residents were initially worried, concerned, and hostile towards the relocation process. However, through patient persistence with residents, conflicts were avoided and all displacees were successfully relocated to a new trailer home and/or to a new rental unit. Paragon staff members' approach to issues raised by mobile home park closures was further employed in the Community Redevelopment Agency — City of Los Angeles (CRA-LA) North Hollywood Mixed Used Project. As Part of this Project, it was necessary to relocate one trailer unit found inside a movie studio lot. This was a very unique situation in which the displacee was a WWII veteran who paid no rent and no utilities. He was a homeless veteran who was taken in by the owners and was given the trailer in which to live in exchange for his services as a night watch man. Included in the household was a live-in girlfriend who was a Vietnam Veteran and suffered from post-traumatic stress syndrome. After much research and communication with the displacing Agency, Paragon staff was able to successfully relocate the household to a replacement trailer in a mobile home park in the City of San Fernando. This case involved a significant amount of additional social service aid. City of San Juan Capistrano—Capistrano Terrace Mobile Home Park Page 11 Section 5.0-Familiarity with Mobile Home Park Closures and Associated Regulations and Issues February 9,2007 6.0 FEE PROPOSAL PROFESSIONAL FEES COST Preparation of Relocation Impact Report $ 37,800 Appraisals of mobile homes $ 60,800 Attendance at Public meetings $ 4,000 two managers) Three meetings with City and/or park owner $ 1,500 one manager) Budget for other reasonable expenses $ 5,000 Total $109,100 Assumptions 1. Paragon's scope of work includes research for and preparation of the Relocation Impact Report (RIR). Other activities required by the housing specialists in City Municipal Code Section 9-2.331 after the approval of the RIR are not within the scope of the RFP. 2. Paragon assumes reasonable access to pertinent records in the possession of the park owner and City. 3. Paragon assumes four public meetings and three meetings with the City and/or park owner. Paragon will be in frequent communication (phone and email) with all relevant stakeholders during the preparation of the RIR. 4. Paragon assumes the park has 152 occupied spaces. 5. Paragon assumes value estimates are needed for 152 different mobile homes. 6. Paragon assumes an additional budget of $5,000 for reasonable unforeseen expenses requested by item #6 in the RFP. 7. Paragon assumes a unit rate of $400 to $500 per meeting for additional meetings as requested in item #3 in the RFP. 8. Paragon assumes general relocation cost estimating for the 152 units. 9. Paragon assumes all necessary activities to complete the RIR can be commenced at once without any delay from the City and/or park owner. City of San Juan Capistrano—Capistrano Terrace Mobile Home Park Page 12 Section 6.0—Fee Proposal February 9,2007 Schedule of Professional Fees Paragon proposes to invoice monthly for its services on a time and materials basis in accordance with the following schedule of professional fees: SCHEDULE OF PROFESSIONAL FEES C I a !o a Mf g, Principal/Project Director/Corporate Broker $145.00 Project Manager $135.00 Acquisition/Reiocation Manager $125.00 Appraisal Manager $125.00 Principal Acquisition/Relocation Agent $110.00 Senior Acquisition/Relocation Agent $ 95.00 Acquisition/Relocation Agent $ 75.00 Administrative Support $ 60.00 Office Clerk $ 40.00 IT Support $ 90.00 Depositions and Court Testimony $175.00 DirectCharge,s Copies (Xerox) a $0.15 each Pagers/Cellular @ Cost D & E Size Copies @ $5.00 each Air Travel & Lodging @ Cost Win2 Data Copies @ Cost Mileage @ $0.485 per mile* Telephone/Fax @ Cost Sub-Consultants @ cost+ 10% Postage/FedEx @ Cost Other Expenses @ cost+ 10% Or current IRS allowable TERMS OF PAYMENT: Net 30 days - Invoices will be submitted monthly. All rates are effective as of January 2, 2007 and may be revised January 2, 2008 to reflect increases in the cost of living subject to client concurrence. Overtime for applicable labor classifications will be charged at 1.5 times the hourly rate in accordance with California law. City of San Juan Capistrano-Capistrano Terrace Mobile Horne Park Page 13 Section 6.0-Fee Proposal February 9,2007 DARRYL L. ROOT, J.D., MBA, RW/RAC Project Manager Darryl L. Root, J.D., MBA, RW/RAC, has more than 20 years of professional real estate experience in both the public and private sectors involving real estate sales and acquisition of right of way, easements and fee property, as well as residential and commercial relocation assistance. He manages acquisition/relocation projects for municipalities, county and state agencies and has extensive experience in eminent domain cases and procedures. Mr. Root has successfully managed both large and small projects involving multiple agencies. Mr. Root is a licensed real estate broker and an active member of the International Right of Way Association and Design Build Institute of America. Representative Experience Los Angeles County Metropolitan Transportation Authority(LACMTA) Mr. Root is the Deputy Project Manager on the Mid City Exposition Project that involves the relocation of 12 businesses, 29 billboards and a public storage unit located jn the City of Los Angeles. His duties include the review of relocation claims and the preparation of documents recommending their payment. He supervises all field relocation agents and their activities. He oversees internal scheduling and budget duties and coordinates with LACMTA officials on all relocation issues. City of Santa Ana, CA As Project Manager for a segment of the Bristol Street Widening Project, Mr. Root is overseeing the acquisition and relocation of residential owner occupants and tenants on over a dozen parcels. Mr. Root is responsible for supervising relocation and acquisition agents who present offers, review title work, conduct relocation interviews, calculate relocation payments and conduct vacancy inspections. City of La Puente, CA Mr. Root is the Project Manager responsible for the oversight of acquisition and relocation services for eight parcels involving 23 commercial tenants, two single-family residences, a multi- family unit, and one vacant lot. Los Angeles World Airports (LAWA) Mr. Root is the Deputy Project Manager in charge of quality assurance and quality control for LAWA's Manchester Square relocation project. He is responsible for the daily oversight of all relocation activities for the project including the processing of relocation claims and recommendations on eligibility of individual displacees. City of San Pablo, CA In his role as Project Manager, Mr. Root oversees the acquisition and relocation of 49 mobile home units at Alvarado Mobile Home Park and the acquisition of 210 mobile home units and a Salvation Army Thrift Store at Circle S Mobile Home Park. DARRYL L. ROOT, J.D., MBA, RW/RAC Project Manager City of Pomona, CA As Paragon's Relocation Manager, Mr. Root's duties include overseeing the relocation planning and relocation assistance for the Mission Street/SR71 grade separation project in the City of Pomona. This project includes both full take residential acquisitions and relocations and partial takings. City of Compton, CA In his role as Project Manager, Mr. Root is responsible for the oversight of acquisition and relocation assistance services for six business properties. City of Lynwood, CA Mr. Root is Paragon's Project Manager for this redevelopment project located at the intersection of Carlin and Atlantic streets in the City of Lynwood. His duties include oversight of daily acquisition and relocation activities and preparing progress reports for the City of Lynwood. Orange County Transportation Association (OCTA) Mr. Root was the Project Manager for OCTA's Oso Parkway Project. The project involved the widening of the Oso Parkway bridge structure in Orange County. Mr. Root oversaw the determination of rights concerning maintenance of the structure and made recommendations on any necessary acquisition activities. City of Fontana, CA Mr. Root is the Project Manager for Paragon's on-call services for the Fontana Housing Authority's Comprehensive Housing and Economic Development Program. Alameda Corridor East Construction Authority(ACE) Mr. Root is the relocation quality control manager for various ACE grade separation projects throughout Southern California. His duties include the review of relocation claims and the preparation of documents recommending their payment. He coordinates his duties with the primary relocation contractor to ACE to insure the uniformity and accuracy of all relocation claims. Lone Star Infrastructure As Deputy Production Manager, Mr. Root managed all condemnation activities including reviewing all relocation claims, property management processes, final offer procedures, monitors schedule of hearings, supervises subcontractors, monitors production schedules and provides subcontractor coordination on the State Highway 130 Project in Austin, TX, one the state's largest design/build transportation project involving more than 400 parcels. Arizona Department of Transportation Serving as Project Manager, Mr. Root provided on-call right of way and relocation services to ADOT. His assignment included the relocation of mobile home residents as well as vacant land acquisitions. P- -�� p �- •' °� DARRYL L. ROOT, J.D., MBA, RW/RAC Project Manager Lambert—St. Louis International Airport Mr. Root was responsible for acquisition and relocation of residential and church-owned properties in the Part 150 Noise Mitigation area. Mr. Root also reviewed and prepared parcel files for condemnation while working closely with City of St. Louis attorneys and officials. Mid-America Airport (Illinois) As Project Manager, Mr. Root's responsibilities included voluntary residential acquisitions and relocations. The Project involved close scheduling and coordination of acquisition and relocation activities with the airport officials. Missouri Department of Transportation While serving as Project Manager for the 214-parcel Route 21 Project, Mr. Root was responsible for 30 residential and 5 business relocations. The Project included all right of way processes including review of preliminary engineering alignments, preliminary cost estimates, coordination of multiple subcontractors and services including appraisal, appraisal review, title, and escrow services. South Florida Water Management District Project Consultant — involved with the State of Florida's ongoing efforts to restore and revitalize the Everglades area. Duties included scheduling and coordinating acquisition activities with SFWMD for over 500 parcels, determining parcels necessary for acquisition, review of SFWMD's policies and procedures, and preparing acquisition packets for SFWMD board approval. Bi-State Development Agency (MO/IL) Mr. Root served as Project Manager for a 17 residential relocation and 12 commercial/industrial relocation light-rail project in Swansea, IL. This phase of the light rail expansion involved primarily small businesses. He served as an acquisition/relocation agent for residential and commercial properties for a prior phase of this light rail expansion. Both phases of the project involved working with low-income owners and tenants. Missouri Department of Transportation Mr. Root served as Right of Way Negotiator and Legal Assistant responsible for condemnation tasks, including drafting necessary pleadings for condemnation of land for Missouri highways; legal research into condemnation issues; all phases of trial preparation including creating exhibits and attendance at trial; answering and filing discovery, and setting depositions. Education • J. D., Washington University School of Law, St. Louis, MO • M.B.A., Maryville University, Chesterfield, MO • B.A., Political Science and History, Southwest Missouri State University, Springfield, MO Licenses • Texas Real Estate Broker License No. 0541674 • Arizona Real Estate Broker License No. BR534355000 • California Salesperson License - pending �- -�-� P-��- •' �t� DARRYL L. ROOT, J.D., MBA, RW/RAC Project Manager Professional Affiliations • International Right of Way Association (IRWA) —Certified Relocation Agent • Member, Design Build Institute of America �. •,, �a E ..•��d. DIONISIO MARQUEZ Principal Relocation Specialist Dionisio Marquez has more than 15 years of relocation and community outreach experience. Mr. Marquez has participated with non-profit, profit, and public agencies in which he has led workshops in both Spanish and English involving a variety of topics including Relocation Assistance, the Development Process, First-Time Homebuyers workshops, and Redevelopment procedure. Mr. Marquez has managed large residential relocation projects with aggressive schedules, providing exceptional service to both displacees and agencies. Mr. Marquez understands and is able to analyze impacts when multiple funding sources are involved in a project, relocation cost impacts to established pro-formas, and how providing good service helps to maintain both budget and schedule. Mr. Marquez has experience in the administration of Community Development Block Grants, HOME, HUD, 104D, FAA, FHWA, Los Angeles and Santa Monica Municipal Relocation Ordinances, Housing Set-aside Funds, the Uniform Relocation Act and the California Relocation Assistance and Real Property Acquisition Guidelines. Mr. Marquez is bilingual (English and Spanish). In addition, Mr. Marquez has managed and administered unique projects such as mobile home parks where occupants have a combination of ownership and tenure. Representative Experience Los Angeles Unified School District Mr. Marquez was the Senior Project Manager in charge of supervision and administration of the relocation process of nine school sites, affecting over 300 residential and non-residential cases. Projects include: Grafts Primary Center and Early Education Center; Central Region Middle School; South Region Middle School #6; Hooper Primary Center; and State Street Elementary School. Community Redevelopment Agency City of Los Angeles As Project Manager on the TrizecHahn Academy Awards Theatre and Promenade Project, Mr. Marquez was responsible for the relocation of numerous businesses. He obtained complete site vacation within an 88-day period. Community Development Commission County of Los Angeles Mr. Marquez was the Project Manager on the Lincoln Corridor Relocation Plan Project which included the coordination of interviewing over 100 residential and non-residential possible displacees and the preparation of the relocation plan. ONE Company Mr. Marquez was the Project Manager on the Highland Village Project which included the development of a relocation plan of a 148 residential unit complex within a 10 day period and with 92% tenant participation. Capital Vision Equities As Project Manager on the Central Cities Project, Mr. Marquez was responsible for the relocation of approximately 90 residential cases within the central city area of Los Angeles. Housing Authority City of Los Angeles 1 DIONISIO MAROUEZ Principal Relocation Specialist Mr. Marquez was the Relocation agent on the Owensmouth Senior Complex Project which involved the relocation of approximately 255 senior citizen households. Education Bachelor of Arts in Architecture, 1990, University of California, Berkeley • Minority Program in Real Estate Finance and Development, 1995, University of Southern California ARTURO PEREZ Relocation Supervisor Mr. Perez is responsible for business, residential homeowner, and tenant relocation cases. His duties include replacement site selection, calculation of benefit payments, coordination with moving companies, inspection of replacement housing sites, and extensive file documentation. Mr. Perez has over seven years of diversified relocation experience. He was a Relocation Consultant responsible for nine residential homeowner and tenant cases for the Palmdale Regional Air Project for the Los Angeles World Airports (LAWA). He was also a Relocation Consultant responsible for 82 residential displacements for the East Valley New High School, North Hollywood Elementary School, Ramona New Elementary School, and East Los Angeles High School #2 Projects, as well as 35 commercial cases for the South Region High School #2 Project for the Los Angeles Unified School District. At the City of Burbank, Mr. Perez was a Relocation Consultant responsible for 71 residential tenant cases for the Peyton-Grismer Project. He was also responsible for 26 residential homeowner and tenant cases and one commercial case for the East Side Light Rail Project—Watershed Conservation Authority for the Los Angeles Metropolitan Transit Authority. Mr. Perez speaks and writes fluently in English and Spanish and possesses strengths in problem-solving and conflict resolution. Representative Experience Los Angeles Unified School District Mr. Perez is a Relocation Consultant responsible for 82 residential displacements for the East Valley New High School, North Hollywood Elementary School, Ramona New Elementary School, and East Los Angeles High School#2 Projects. AMG Consultants As a Relocation Consultant, Mr. Perez was responsible for seven residential tenant cases for the Jefferson Middle School Project. American Communities Mr. Perez was a Relocation Consultant responsible for eight residential tenant cases for the South Harvard Boulevard Project. SRO Housing As a Relocation Consultant, Mr. Perez was responsible for 21 residential tenant cases for the New Terminal Hotel Project. City of Burbank Mr. Perez was a Relocation Consultant responsible for 71 residential tenant cases for the Peyton-Grismer Project. City of Cudahy Mr. Perez was a Relocation Consultant responsible for eight residential homeowner and tenant cases for the Clara/Elizabeth Streets Project. City of Oxnard As a Relocation Consultant, Mr. Perez was responsible for 29 mobile home owners and tenant cases for the Rice Avenue Interchange Project. ARTURO PEREZ Relocation Supervisor City of Irwindale Mr. Perez was a Relocation Consultant responsible for three residential tenant cases for the 848 Meridian Street Project. Los Angeles World Airports (LAWA) Mr. Perez was a Relocation Consultant responsible for nine residential homeowner and tenant cases for the Palmdale Regional Air Project. Ventura County As a Relocation Consultant, Mr. Perez was responsible for two residential tenant cases for the Malibu Fire Station Project. Watershed Conservation Authority Mr. Perez was a Relocation Consultant responsible for three residential cases for the East Side Light Rail Project. Los Angeles Metropolitan Authority Mr. Perez was a Relocation Consultant responsible for 26 residential homeowner and tenant cases and one commercial case for the East Side Light Rail Project —Watershed Conservation Authority. City of Gardena Mr. Perez was a Relocation Consultant, Mr. Perez was responsible for nine commercial cases for the Gardena Transit Center Project. City of Lynwood As a Relocation Consultant, Mr. Perez was responsible for five commercial cases for the New Middle School Project. City of Palmdale Mr. Perez was a Relocation Consultant responsible for 65 residential cases using 104(d) relocation guidelines. Los Angeles Unified School District Mr. Perez was a Relocation Consultant responsible for 35 commercial cases for the South Region High School #2 Project. Education • Bryman College—Dental Assistant US Marine Corps Institute —Course in Leadership, Management and Personal Finance Professional Affiliations and Licenses • California Notary License • Real Estate License • IRWA 501 — Relocation Assistance Course ARTURO PEREZ Relocation Supervisor • IRWA 505—Advance Relocation Assistance Course • IRWA 502 —Business Relocation Course • Member, Community Redevelopment Association (CRA) P- -��--- �� ISAAC DIAZ Senior Relocation Agent Isaac Diaz has extensive Right of Way consulting experience providing property acquisition and relocation assistance for redevelopment and public works projects for municipalities and counties throughout Southern California. Having worked on numerous public and private development projects, Mr. Diaz is experienced in providing residential and commercial relocation assistance to displaced property owners and tenants, title and document analysis and escrow coordination. Mr. Diaz has an active role in the property management of acquired sites and has resolved a wide range of issues for city and county administered projects. He has also performed relocation assistance to facilitate road widening and other public works projects in various jurisdictions. Mr. Diaz is bilingual (English and Spanish). Prior to his career as a Right of Way consultant, he was a Program Director and Case Manager for two non-profit organizations where he was responsible for budgets, curriculum development, community outreach and relations, counseling, and staff management. Representative Experience Los Angeles World Airports (LAWA) Noise Abatement Mr. Diaz is currently relocating several residential tenants affected by the LAWA Noise Abatement project implemented by LAWA. City of San Pablo, Redevelopment Agency Alvarado Mobile Home Park Mr. Diaz is currently attaining and coordinating appraisals of over 49 mobile home units, and will soon follow with the acquisition and relocation of all affected units. Mr. Diaz is the lead agent on this project and deals directly with City of San Pablo Redevelopment Agency. Los Angeles Metropolitan Transit Authority (LA-MTA) Mid City/Exposition Parkway Segment Light Rail Transit Project Mr. Diaz is currently relocating several businesses including auto repair shop, auto upholstery shop, high-end custom wood works, and a high-end custom-built car shop. Los Angeles Unified School District(LAUSD) Middle School Site#7 Mr. Diaz successfully relocated over 24 residential displacees. Mr. Diaz assisted in writing the original relocation study and plan proposed to LAUSD prior to project approval. Los Angeles Unified School District(LAUSD) Middle School Site#6 Mr. Diaz successfully relocated over 15 residential displacees as well as three churches, and other smaller affected businesses. Mr. Diaz was also involved in the initial relocation study and plan proposed to LAUSD prior to project approval. Mr. Diaz conducted surveys and several studies. ISAAC DIAZ Senior Relocation Agent City of La Mirada, La Mirada Redevelopment Agency Mr. Diaz is currently relocating several businesses and non-profits in conjunction with the City of La Mirada's Alondra Center North Redevelopment Project. Included in this project are churches, bars, food establishments, and an automotive service shop. Mr. Diaz successfully negotiated global settlements with business owners in instances when it was found to be favorable to both Agency and displacee's needs. New Jersey School Construction Corporation (NJSCC) Mr. Diaz collaborated in the creation of a Relocation Plan and contributed in the preparation of rent schedules and move schedules for multiple proposed school sites. New Jersey Department of Transportation (NJDOT) Mr. Diaz co-wrote the agency's Right of Way Plan for easement acquisition on a 7-mile stretch of abandoned railway and proposed widening of a water (wash) way creek. County Sanitation Districts of Los Angeles County District No. 14 Water Reclamation Plant 2020 Plan Project Mr. Diaz is a Lead Relocation Agent for the relocation of over 70 residential and business occupants associated with acquisition of nearly 6,000 acres of property for a water reclamation and beneficial re-use project in north Los Angeles County. In addition, Mr. Diaz assisted in the preparation of the Relocation Plan which required initial interviews, searches for comparable sites, and cost estimating. He is responsible for the coordination of relocation assistance efforts involving preparation of replacement housing valuations, notices of eligibility, and relocation notices. Los Angeles Unified School District(LAUSD) Gratts Primary Center and Early Education Center Project LAUSD's Grafts Primary Center and Early Education Center project consisted of the relocation process of nine school sites affecting over 200 residential and non-residential cases. Mr. Diaz conducted several studies and interviews and assisted in the development of the Relocation Plan for this Project. He successfully relocated all affected displaces to include Section-8 tenants. San Bernardino Municipal Water District Baseline Feeder Extension Project Mr. Diaz mediated and finalized relocation cases for the San Bernardino Valley Municipal Water District. The Project was a nine-mile long 72-inch water transmission line. As Acquisition/Relocation Agent, Mr. Diaz participated in property acquisitions and was responsible for the residential relocation assistance of residents. Duties included preparation of eligibility notices, replacement housing valuations, and claim and benefit packages. City of Inglewood Redevelopment Department Mr. Diaz was as a Relocation Agent on the Village and Century West Projects. Both Projects were a part of the airport noise abatement program administered by the City of Inglewood Redevelopment Department. s ISAAC DIAZ Senior Relocation Agent City of Los Angeles Community Redevelopment Agency Mr. Diaz was a Relocation Agent on the North Hollywood Commons Mixed Use Project which consisted of relocating over 20 residential and 60 non-residential displacees and involved close interaction with community advocate groups. Mr. Diaz was a Relocation Agent for the Asbury LP Apartments, which consisted of relocating 20 households (Los Angeles Housing Partnership). Education • Bachelor of Arts, Sociology and Psychology, San Diego State University, San Diego, California • Associate of Arts Liberal Science, Los Angeles Valley College, Van Nuys, California Continuing Professional Education. • IRWA Course 502: Business Relocation • IRWA Course 503: Mobile Home Relocation • U.S. Department of Housing and Urban Development (HUD) Course: "All the Right Moves: Relocation and Tenant Assistance in HUD Programs" • Forty-Hour, IRWA Certified Paragon In-House Relocation/Acquisition Program Professional Affiliations • Member, International Right of Way Association (IRWA), Chapter 1 DAVID A. BAEZ Relocation Agent David Baez has extensive professional real estate experience in both the public and private sectors involving real estate sales, appraisal, business law, mortgage loan processing, and acquisition of Right of Way, easements and fee property. As a United States Navy (Submarine) Veteran, Mr. Baez's training and attention to detail enable him to work with ease in managing public agency projects requiring extensive knowledge of the Uniform Relocation Assistance and Real Property Acquisition Policies Act of 1970, FAAIHUD and California Title 25 policies, procedures and guidelines. Mr. Baez possesses excellent interpersonal skills and is bilingual (English and Spanish). He is a licensed realtor and an active member of the International Right of Way Association and National Association of Realtors and is currently pursuing his California Real Estate Brokers License. Representative Experience Los Angeles World Airport(LAWA) Relocation Project Mr. Baez is responsible for managing the voluntary acquisition and relocation process involving several residential properties and rental tenants under Title 25 policies and procedures and Federal rules. Parcel acquisition was voluntary. As a Relocation Agent, he is responsible for coordination of relocation assistance efforts involving preparation of replacement housing valuations, notices of eligibility, and relocation notices. Metropolitan Transportation Authority (MTA) — Mid-City Exposition Light Rail Transit Project Mr. Baez is responsible for managing the relocation process of several business tenants under Title 25 policies and procedures. His responsibilities include conducting initial business interviews; advisory assistance and determination of relocation benefits; escrow coordination; searches for comparable sites; cost estimating; and relocation assistance. As a Relocation Agent, he is responsible for coordination of relocation assistance efforts involving preparation of replacement housing valuations, notices of eligibility, and relocation notices. City of Compton— Redevelopment Program Mr. Baez is currently responsible for managing the acquisition and relocation process of business tenants under Title 25 policies and procedures. His responsibilities include conducting initial business interviews; advisory assistance and determination of relocation benefits; escrow coordination; searches for comparable sites; cost estimating; and relocation assistance Los Angeles Unified School District (LAUSD) Middle School #6, Central Region Elementary #7, Central Region Elementary School #17 and Middle School #2 Acquisition and Relocation Agent This project consists of the relocation of over 200 residential and non-residential displacees. Mr. Baez's responsibilities include conducting initial interviews; providing offers and counteroffers; advisory assistance and determination of acquisition price and relocation benefits; escrow coordination; searches for comparable sites; cost estimating; and relocation assistance. DAVID A. BAEZ Relocation Agent City of Inglewood—Noise Abatement Relocation Project Mr. Baez is responsible for managing the relocation process involving over 50 rental tenants under Title 25 policies and procedures. As a Relocation Agent, he is responsible for coordination of relocation assistance efforts involving preparation of replacement housing valuations, notices of eligibility, and relocation notices. Los Angeles County Public Works—Florence Avenue Bus Turnout Project Mr. Baez is currently responsible for managing the relocation process of business tenants under Title 25 policies and procedures. His responsibilities include conducting initial business interviews; advisory assistance and determination of relocation benefits; escrow coordination; searches for comparable sites; cost estimating; and relocation assistance. City of Santa Ana— Bristol Street Widening Project Mr. Baez is responsible for managing the acquisition and relocation process involving over 15 residential and business tenants under Title 25 policies and procedures. Mr. Baez's responsibilities include research and preparation of Relocation Plan; conducting initial interviews; advisory assistance and determination of relocation benefits; escrow coordination; searches for comparable sites; cost estimating; and relocation assistance. Orange County Transportation Authority (OCTA)—Katella Street Widening Project Mr. Baez is responsible for managing the acquisition and relocation process involving a multitude of residential and business tenants under Title 25 policies and procedures. Mr. Baez's responsibilities include conducting initial interviews; providing offers and counteroffers; advisory assistance and determination of acquisition price and relocation benefits; escrow coordination; searches for comparable sites; cost estimating; and relocation assistance. City of La Puente Community Redevelopment Agency Mr. Baez is responsible for assisting the relocation process involving over several residential rental and business tenants under Title 25 policies and procedures. Mr. Baez's responsibilities included research and preparation of Relocation Plan; advisory assistance and determination of relocation benefits; searches for comparable sites; cost estimating; and relocation assistance. City of Santa Ana Community Redevelopment Agency—French Street Relocation Project Mr. Baez was responsible for assisting the relocation process involving over 25 residential rental tenants under Title 25 policies and procedures. Mr. Baez's responsibilities included research and preparation of Relocation Plan; advisory assistance and determination of relocation benefits; searches for comparable sites; cost estimating; and relocation assistance. Real Estate Education • Real Estate Principles • Real Estate Practice • Real Estate Finance • Legal Aspects of Real Estate • Business Law �-�-•-- P-h-- -'� DAVID A. BAEZ Relocation Agent • Real Estate Accounting • Real Estate Economics • Real Estate Appraisal (Full Course) • Uniform Relocation Assistance Act-Executive Summary Course (IRWA) • Forty-Hour IRWA Certified Paragon In-House Acquisition/Relocation Program Technical Training/Education • Associates in Science, Marine Technology, College of Oceaneering, 1994 • Microsoft Systems Administration (MCSE), Certificate, 1999 Prior Security Clearances • Prior Bonded and Top Secret Security Clearance • Honorably Discharged • US Navy Submarine Force Veteran Professional Affiliations • Bilingual California Real Estate Salesperson (English and Spanish)