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.
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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.
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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.
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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).
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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.
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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.
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APPROVED AS TO FORM:
John R. Shaw, City Attorney
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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.
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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
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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
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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. -
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32400 PASEO ADELANTO � J MEMBERS OF THE CITY COUNCIL
SAN JUAN CAPISTRANO,CA 92675 /
(949)483.1171 /,y' SAM TO
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(949)4931053 FAX jy II[OAI1AAIf1 THOMAASSWHRIBAR
(STARRED NIELSEN
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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
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MARK NIELSEN
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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
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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
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�, 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
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(949)493-1053 FAX t'S'
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ww.ranjuancapistrano.org 1776 JOE SOTO
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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
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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).
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♦ 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
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TABLE OF CONTENTS
CompanyProfile..............................................................................................................................2
RelatedExperience..........................................................................................................................8
Approach........................................................................................................................................14
ProjectPlan....................................................................................................................................18
Personnel .......................................................................................................................................19
CostSummary................................................................................................................................21
Assumptions...................................................................................................................................23
Appendices
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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
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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.
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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
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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.
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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.
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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
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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
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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.
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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
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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
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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
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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
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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.
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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.
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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
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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
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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
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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
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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
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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
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SUPPLIER CLEARINGHOUSE
CERTIFICATE OF ELIGIBILITY
CERTIFICATION EXPIRATION DATE: 2/10/2007
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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
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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
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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)