APPENDIX
BRI R!G HT OF WA\' ACQUISITION ANO APPRAISAL SERVICES FOR THE WEAl<LEY STREET IMPRO VE MEN T PROJECT PAGE 16 -·'
RESUME
YEARS OF EXPERIENCE
46 Years (6 with BRI)
EDUCATION & COURSEWORK
BS Business Administration
Cal Western University
• PROFESSIONAL REGISTRATIONS
Real Estate Broker
CA. 00922802
PROFESSIONAL AFFILIATIONS
International Right of Way
Association
GHIP WILLETT
Project Manager, Vice President,
California Project Delivery
Affectionately known in our house
as "Chip of the South", Chip serves as
our Vice President of Project Delivery
for Southern California. Though
his real super power lies with his
competitive bowling prowess, he
does bring over 40 years of real
property acquisition and right of
way related experience to you, as a
bonus. He specializes in Right of Way
Project and Program Management
and has managed the Right of
Way Acquisition for multiple linear
projects in Southern California,
ranging from roadways to rail and
utility corridors. A darling with all of
our local agency and utility clients,
his repertoire also includes the
Federal Bureau of Land Management,
California Public Utilities Commission
and the Bureau of Indian Affairs.
Just to keep it interesting, it's worth
noting that Chip spent twelve years
in th e Civil Engineering field as a
designer. A true renaissance man,
he has also served as the real estate
asset and public projects manager
for the San Diego Northern Railroad.
REPRESENTATIVE PROJECT EXPERIENCE
City of El Centro Imperial Avenue Extension Project, Imperial County, CA:
This project involves the expansion of Imperial Avenue south of the freeway to McCabe Road. The expansion will require the acquisition of rights of way to allow for roadway and utility relocations. Chip is the Right of Way Project Manager, overseeing appraisal and acquisition services for four (4) private property owners impacted by the alignment. He is responsible for monitoring the schedule and enforcing deadlines to ensure all BRI deliverables .
Otay Truck Route Project, City of San Diego, San Diego, CA: Chip is the Right of Way Project Manager for this significant piece of infrastructure that will help improve the flow of cross-border commerce and relieve traffic congestion at one of the nation's busiest border crossings. His responsibilities include risk management, quality control, liaison with the City's outside legal counsel, and management of BRI staff.
San Diego Association of Governments Mid- Coast Corridor Transit Project, San Diego, CA: Chip was the Right of Way Project Manager and Real Estate Officer on this 11-mile extension of the existing San Diego Trolley from Old Town to University Town Center. Responsibilities include program management of the right of way function, liaison with Railroad(s). utility liability determination, liaison with FTA and preparation and review of Technical Reports. This project is currently under construction.
Imperial County Transportation Commission Calexico Border lntermodal Transit Center Project, Imperial County, CA: Chip is the Right of Way Project Manager. BRI is assisting in the preparation and approval of the environmental document for the project by obtaining rights of entry for testing on the properties involved, attending public meetings, and providing right of way cost estimates which will include business relocation costs.
BRI RI GHT OF WAY ACOUISITION ANO APPRAISA L SERVICES FOR TH E WEAKLEY STREET IMPROVEMEN T PROJECT PAGE 17 J
J
RESU ME
YEARS OF EXPERIENCE
16 Years (7 years with BRI)
0 EDUCATION & COURSEWORK
Bachelor of Science:
Business Management
University of Phoenix
• PROFESSIONAL REGISTRATIONS
CA Certified General Real Estate
Appraiser. AG039402
MAI Member. Appraisal Institute
PROFESSIONAL AFFILIATIONS
Appraisal Institute (Al). Sacramento
Sierra Chapter
DAVID HO UGHTON
MAI, Lead Appraiser
Dave qualifies as our in-house
celebrity factor. A one-time guest
on House Crashers. Dave is a
consummate D!Yer. backed by a
wife who is a closet Pinterest fanatic.
What this means is that Dave has
seen it all in building appraisal and
knows how it got there and what it
is worth to the penny. This makes
him our ringer in the appraisal of
new construction and existing retail.
office projects, industrial buildings,
proposed sub divisions. multifamily
developments. and speculative land
within the Sacramento and Central
Valley region of California. Dave
currently provides appraisal services
for many property types and has
experience in appraising improved
owner-user and income-producing
properties. as well as speculative
land. development land. agricultural
land and residential estate properties
across California.
REPRESENTATIVE PROJECT EXPERIENCE
San Diego Association of Governments Mid-Coast Corridor Transit Project: Dave is one of the lead appraisers on the proposed Mid-Coast Project, an 11-mile extension of the existing San Diego Trolley from Old Town to University Town Center. This is the largest infrastructure project in Southern California currently, and participation on this project has enhanced the opportunities to work with multiple agencies in the Region. Dave has been providing appraisal services to SAN DAG for the last 3 years.
Metropolitan Water District of Southen California, Various Rental Studies: As Project Manager, Dave was assigned to determine the market rent for agricultural land on these islands; along with two duck clubs. The assignment was complicated by the lack of available rental data specific to the islands. The islands are unique with lower quality soils and subsidence issues that limits the potential crops to primarily corn and alfalfa. to a lesser extent. Through unique data and analysis Dave was successful in obtaining the necessary data for MWD .
Southern California Edison, West of Devers Electrical System Upgrade Project, Riverside and San Bernardino Counties, CA: This is a significant upgrade project involving removal and replacement of 220kV transmission lines and 66kV sub-transmission lines, spanning 48 corridor miles in Riverside and San Bernardino Counties in Southern California. Dave is one of the lead appraisers for this project and part of the team that prepared draft appraisals on a property by property basis (some properties had multiple serials), delivering approximately 110 appraisals in just 3 months.
Southern California Gas Company, Multiple Pipeline Projects in Kings, Kern, Riverside, San Luis Obispo, Imperial County: Dave is a Lead Appraiser for the delivery of partial acquisition appraisal assignments in support of SoCalGas' Pipeline Safety Enhancement Plan. This effort has involved 5 subterranean pipeline projects and the scope of the effort continues to increase and could ultimately encompass the utility's entire service area from Tulare County to the US/Mexico border.
BRI RIG HT OF W/1Y ACQUISITION ANO APPRAISAL SERVICES FOR THE WEA l\ LE Y STREET IMPRO VEMENT PR OJECT PAGE 18 RESUME
• YEARS OF EXPERIENCE
8 Years (8 with BRI)
EDUCATION & COURSEWORK
B.A. Gender Studies with minors in
Public Policy and Film and T.V. Studies
University of California, Los Angeles
• PROFESSIONAL REGISTRATIONS
Excel Academy X - Lookups,
Functions, and Macros
Real Estate Salesperson License in
Progress
PROFESSIONAL AFFILIATIONS
International Right of Way
Association
Women in Transportation
DOLORES VERA
Project Coordinator
Dolores provides escrow support an d
project coordination for a variety of
utility and transportation projects.
She coordinates between clients,
project man agers, escrow officers,
agents, and property owners. Dolores
communicates project updates and
m anages agents to ensure tasks
are completed on schedule and
per client expectations. She tracks
project budgets and determines
variances and delivers summary
reports, processes escrow and assists
w ith closing transactions. Dolores
ensures that all Southern California
BR! projects are on target to meet
th e specified com pletion dates,
both tracking w h at is inhibiting the
projects from proceeding as w ell as
isolating areas of achievem ent and
m onitoring project milestones. Prior
to her w ork as Project Coordinator,
Dolores w orked with the BR!
appraisal team, facilitating the w ork
flow of assignments and p erforming
property research.
REPRESENTATIVE PROJECT EXPERIENCE
City of El Centro Imperial Avenue Extension Project, Imperial County, CA: This project involves the expansion of Imperial Avenue south of the freeway to McCabe Road. The expansion will require the acquisition of rights of way to allow for roadway and utility relocations. Dolores is the Project Coordinator, facilitating communication between the City, escrow officers, agents and property owners with sensitivity and the due consideration necessary for a positive outcome.
Southern California Edison Valley South Subtransmission Project, Riverside County, CA: The project proposes to upgrade the region's existing electrical infrastructure and improve overall electrical reliability in southwestern Riverside County. As a Project Coordinator, Dolores coordinates directly with the Project Manager and acquisition agents on tracking the status and updating BR l's project database management system and the client's internal systems to help keep the project on schedule.
Metro Gold Line Foothill Extension Construction Authority Foothill Gold Line Light Rail Extension Project, Los Angeles County to San Bernardino County: Dolores is the Project Coordinator for this project that includes the design and construction of an approximately 12.3 mile extension of the Metro Gold Line which will provide service from the Azusa Pacific/ Citrus College Station to the Montclair TransCenter.
Southern California Edison West of Devers Electrical System Upgrade Project, Riverside and San Bernardino Counties, CA: This is a significant upgrade project involving removal and replacement of 220kV transmission lines and 66kV sub-transmission lines, spanning 48 corridor miles in Riverside and San Bernardino Counties. As Project Coordinator, Dolores tracks appraisals in BRl's project database management system, collaborates on budget and schedule tracking with contract manager, and handles document control and submittal to the client's document repository.
BRI RIGHT OF WAY ACQU ISITION ANO APPRA ISA L SERVI CES FOR THE WEAl\LEY STR EET IMPROVEMENT PR OJECT PA GE 19 RESUME
YEARS OF EXPERIENCE
49 Years (14 with BRI)
EDUCATION & COURSEWORK
BS, Geography/Urban
Planning/Real Estate
California State University
Northridge. CA
AA, Engineering/Geology
Los Angeles Pierce College
Woodland Hills. CA
• PROFESSIONAL REGISTRATIONS
Certified General Appraiser License
CA, AG044258
PROFESSIONAL AFFILIATIONS
Member of International Right of
Way Association
Member of the Appraisal Institute
MIKE LAHODNY
Senior Appraiser,
Caltrans Right of Way Specialist
Mike is a Right of Way specialist
with over 46 years of experience.
Prior to joining BR!. Mike worked
for the California Department of
Transportation (Caltrans) for 35 years
in the Right of Way Division. He
served as the Caltrans Assistant Right
of Way Chief for North and Central
Regions overseeing Right of Way
delivery for Districts 1. 2, 3. 9 and 10.
He has an in-depth knowledge of
the legal aspects, development
and administration of the Uniform
Act and Right of Way process and
procedures. He has experience
with appraisals, appraisal reviews,
and acquisitions; and understands
the pressing issues facing the
delivery of small and large Right
of Way intensive projects. He also
teaches various Appraisal Courses
for the International Right of Way
Association and is an active member
of the Appraisal Institute.
REPRESENTATIVE PROJECT EXPERIENCE
San Bernardino County Transportation Authority 1-215 University Parkway Interchange Project, San Bernardino County, CA: This project will reconfigure the existing interchange at 1-215 and University Parkway into a Diverging Diamond Interchange (DOI) to help improve safety and traffic flow to and from the California State University at San Bernardino campus. Mike is currently providing planning services and will manage the appraisals necessary to complete the project.
Los Angeles County Metropolitan Transportation Authority 1-605/Valley Blvd Interchange Project, Los Angeles County, CA: This project will improve mobility and relieve congestion, capacity constraints, and other related deficiencies on Interstate 605 (1-605) at the Valley Boulevard interchange. Mike currently providing the right of way data sheets for this project and will then work with the design team to identify any additional right of way requirements resulting from updates to the design.
SR-120 McKinley Avenue Interchange, SJCOG/City of Manteca, Manteca, CA: Mike originally provided the initial budget estimates for 45 acres to be potentially impacted by the new interchange project for the SJCOG.
Afterwhich, he updated the right of way data sheets, managed the permits to enter for 25 property owners and served as one of the lead appraisers.
He continues to work with the design team to identify any additional right of way requirements resulting from recent updates to the design.
San Diego Association of Governments Mid-Coast Corridor Transit Project: Mike was a Review Appraiser on the proposed Mid-Coast Project, an 11-mile extension of the existing San Diego Trolley from Old Town to University Town Center. This is the largest infrastructure project in Southern California currently, and participation on this project has enhanced the opportunities to work with multiple agencies in the Region.
BRI RIGHT OF WP.Y ACOUISIT IO N ANO APPRA IS AL SERVICES FOR THE WEAl<LEY STR EE T IMP ROVEMENT PROJECT PAGE 20
SANTOLUCITO DORE
GROUP, INC .
REAL ESTATE SERVICES
CHRISTINE S. SANTOLUCITO, R/W-AC
31600 Railroad Canyon Road, Suite 100-L, Canyon Lake, CA 92587 0 951-225-3500 x 101
Christie is the President of the Santolucito Dore Group. In this role, Christie directs all valuation assignments and is responsible for the day to day operations of the business. She is the lead appraiser and works closely with her partner, Lance W. Dore, MAI, FRICS, and team of appraisers on complex appraisal assignments.
Christie is a Certified General Real Estate Appraiser who holds the Right of Way Appraisal Certification (R/W-AC) through the IRWA.
She is a Candidate for Designation through the Appraisal Institute (expected 2022). Christie has performed hundreds of full and partial acquisition appraisals and appraisal reviews for right of way projects for public agency clients and fee simple and leased fee valuations for private clients and financial institutions. Property types appraised and/or reviewed include single- and multi-tenant office buildings, industrial properties, research and development buildings, retail properties, auto-related properties, mixed-use properties, singleand multi-family residential properties, special-use properties, open space/environmentally sensitive land, agricultural land, and other types of vacant land.
Christie is also a California Licensed Real Estate Salesperson and is currently pursuing her Brokers license (expected 2022). Christie has been involved with various real estate tasks/transactions for multiple public and private entities, including BNSF and UPRR.
Her previous experience includes more than eight years of office management in various capacities including management of a commercial appraisal firm, prior to owning and operating SD Group.
PROJECT EXPERIENCE
EDUCATION
Bachelor of Arts, Business
Administration and Leadership
Concordia University, Irvine, CA
Cum Laude Graduate, 2006
(GPA of 4.0 at Concordia)
LICENSES
Certified General RE Appraiser
State of California
Certificate No. AG043715
Expires 2/14/2022
Real Estate Salesperson
State of California
License No. 01820326
Expires: 12/29/2023 (Broker
License expected 2022)
PROFESSIONAL
MEMBERSHIPS
Member, International Right of
Way Association (Chapter 57
2018/19 President)
Candidate for Designation,
Appraisal Institute (SCCAI
IEMTS Committee Member)
INDUSTRY
TENURE
15 Years
OCR Transmission as a sub to Tierra Right of Way Services, Ten West Link Project, Blythe, CA.
Christie and her team are appraising 17 properties for the installation of a new 500 kV transmission connection between electrical substations in Tonopah, Arizona and Blythe, California. Property types include agricultural, rural residential, and remote desert properties subject to partial acquisition. She previously prepared 5 appraisals for this project in 2019/2020.
San Bernardino County Transportation Authority (SBCTA) as a sub to Overland Pacific & Cutler, LLC, Epic Land Solutions, Inc., and Bender Rosenthal, Inc., West Valley Connector Project, San Bernardino County, CA. Christie and her team appraised 45 properties and reviewed 19 appraisals within segments 1, 2, and 4 for this transit I road widening project. Property types includes multi-family residential, mixed-use, commercial, and industrial properties subject to proposed partial acquisitions.
City of El Centro as a sub to Bender Rosenthal, Inc., Imperial Avenue Extension Project, El Centro, CA. Christie reviewed 3 appraisals of properties subject to partial acquisition related to the roadway extension project. Property types include agricultural and residential/commercial mixed-use properties.
California High Speed Rail Authority (CHSRA) as a sub to Continental Field Service, California High Speed Rail Project, Central Valley, CA. Christie is reviewing appraisals for this large-scale project on an on-going basis for the past 6 year. Property types include agricultural, residential, commercial, and industrial properties primarily impacted by complex partial acquisitions.
BRI RIGHT OF WA\' ACQ UISITION ANO APPRA IS AL SERVICES FOR TM E WEAl<LEY STREE T IMPROVEMENT PROJECT PAGE 21
REQUIRED FORMS
-I BRI RIGHT OF WAY ACQUISITION ANO APPRAISAL SERVICES FOR THE WEAKLEY STREET IMPROVEMENT PROJECT PAGE 22 I __ I
I
I
Attachment B
City of Calexico
Public Works Depmtment
Certificate of Non-Collusion
The undersigned ce1tifies, under penalty of pe1jury, that this proposal has been made in good faith and without collusion or fraud with any other person. As used in this ce1tification, the word "person" shall mean any natural person, business, pmtnership, corporation, union, committee, club, or other organization, entity, or group of individuals.
Bender Rosenthal Inc.
(Name of Proposer)
(
November 29, 2021
Date
18 BRI RIGHT OF WAY AC QU ISITIO N ANO APPRAIS AL SERVICES FOR THE WEAK LE Y STREET IM PRDVEMrn T PROJECT PAGE 23 Attachment C
City of Calexico
Public Works Depaiiment
Proposal Summary Fact Sheet and Statement of Responsibility
1. Applicant Firm Name: _B_e_n_de_r_R_os_e_n_th_a_l_In_c_. __________ _
2. Executive Director: David B. Wraa, President
3. Contact Person: Chip Willett -----------------------
4. Title: Vice President
5. Address: 750 B Street, Suite 3130, San Diego CA 92101
6. Telephone Number: (619) 359-8389 i
7. Authorized Representative's Signature: ~~ 8. Name and Title: David B. Wraa, President Ce1tifications:
1. Are you incorporated? Yes (x) No ( )
If yes, date of incorporation: _A_p_ri_l _2,_2_0_0_2 _______ _ State of incorporation: _C_a_li_fo_r_n_ia ___________ _
2. Tax Identification Number: 41-2034507 -------------- Please list the official name of the firm as submitted to the IRS:
Bender Rosenthal Inc.
3. Fictitious name or names, if any, under which you are doing business:
4. Do you agree to comply with specifications, RFP instructions, draft contract requirements and other pertinent references contained in this RFP?
19 BRI RIGHT 0 F WAY AC 0 UIS IT I 0 N AN 0 APP RA IS Al SERVICES F 0 R THE WE A la E Y STRE ET IMP R 0 VE MEN T PR 0 .IE CT PP.GE24 - -'
Yes (x) No ( )
5. Do you agree that the proposal will stand firm and will not be withdrawn for a period of 45 days after the proposal is opened?
Yes(x) No( )
6. Do you ce1tify that all statements in the proposal are true? This shall constitute a warranty, the falsity of which shall entitle the City to pursue any remedy authorized by law, and shall include the right, at the option of the City, of declaring any contract made as a result thereof to be void.
Yes (x) No ( )
7. Do you agree to provide the City with any other information the City determines in necessary for accurate determination of your qualifications to provide services? Yes (x) No ( )
8. Do you agree that the proposal amount includes all costs incident to the proposed contract?
Yes(x)No()
To the best of my knowledge and belief, the information provided in this initial dete1mination ofresponsibilities is true and correct
Bender Rosenthal Inc.
(Name
(
November 29, 2021
Date
20 BRI RI GHT OF WAY ACOUISI IOI~ AN O /\PPR/\ ISAL SERVICES FOR THE WEA l<L EV STREET IM PROVEMEN T PROJECT PAGE 25 '~
Local Assistance Procedures Manual EXHBIT 10-Q
Disclosure of Lobbying Activities
EXHIBIT 10-Q DISCLOSURE OF LOBBYING ACTIVITIES
COMPLETE THIS FORM TO DISCLOSE LOBBYING ACTIVITIES PURSUANT TO 31 U.S.C. 1352
1. Type of Federal Action: 2. Status of Federal Action: 3. Report Type:
4. 6.
8. 10.
12. 13.
§ a. bid/offer/application
b. initial award
c. post-award
D a. initial D b. material change
a. contract
b. grant
c. cooperative agreement
d. loan
e. loan guarantee
f. loan insurance
Name and Address of Re porting Entity
D Prime D Subawardee
Tier ___ , if known
Congressional District, if known
Federal Department/Agency:
Federal Action Number, if known :
Name and Address of Lobby Entity
(If individual, last name, first name, MI)
Form of Payment (check all that apply):
B a. cash
b. in-kind; specify: nature ______ _
Value _____ _
For Material Change Only:
year __ quarter ___ _
date of last report ____ _
5. If Reporting Entity in No. 4 is Subawardee,
Enter Name and Address of Prime:
Congressional District, if known
7. Federal Program Name/Description:
CFDA Number, if applicable ________ _
9. Award Amount, if known :
11. Individuals Performing Services
(including address if different from No. 10)
(last name, first name, Ml)
c. commission
d. contingent fee
e deferred
f. other, specify -----------
15. Brief Description of Services Performed or to be performed and Date(s) of Service, including officer(s), employee(s), or mcmber(s) contacted, for Payment Indicated in Item 12:
(attach Continuation Sheet(s) ifne2xessary)
16. Continuation Shect(s) attached: Yes D No D
17. 31
Infonnation
U.S.C. Section
requested
1352
through
. Thisdisclosureoflobbyingreliance
this form is authorized by Title
Signature: ~
,~ ~
was placed by the tier above when his transaction was made or entered into. This disclosure is required pursuant to 31 U.S.C. Print Name: David B. Wraa 1352. This infonnation will be reported to Congress ----------------- semiannually and will be available for public inspection. Any Title: President person who fails to file the required disclosure shall be subject ------------------- to a civil penalty ofnot less than $10,000 and not more than $100,000 for each such failure. Telephone No.: (916) 978-4900 Date: 11/29/2021 Authorized for Local Reproduction
Federal Use Only: Standard Form - LLL
Standard Form LLL Rev. 04-28-06
Distribution: Orig- Local Agency Project Files
LPP 13-01
BRI RIGHT OF WA\' ACOUIS ITION ANO APPRAISAL SERVICES FOR THE WEAl(L EY STREET IMPRO VEMENT PROJECT
May 8, 2013
PAGE 26
Local Assistance Procedures Manual Exhibit 10-01
Consultant Proposal DBE Commitment
EXHIBIT 10-01 CONSULTANT PROPOSAL DBE COMMITMENT
1. Local Agency: _c_i_ty_o_f_C_a_le_x_ic_o ______________ 2. contract DBE Goal: _3•_v. ___________ _
3. Project Description: Right of Way Acquisition and Appraisal Services for the Weakley Street Improvement Project
4. Project Location: _c_al_ex_i_co_,_c_A ____________________________________ _
5. Consultant's Name: Bender Rosenthal Inc. -----------------------------~
6. Prime Certified DBE: D
7. Description of Work, Service, or Materials 8. DBE
Certification 9. DBE Contact Information 10. DBE % Supplied Number Christine S. Santolucito - (951) 225-3500 x101
Appraisal Review Services 43345 31600 Railroad Canyon Road, Suite 100-L 9.7% Canyon Lake, CA 92587
Local Agency to Complete this Section
17. Local Agency Contract Number:
11. TOTAL CLAIMED DBE PARTICIPATION 9.7%
18. Federal-Aid Project Number:
19. Proposed Contract Execution Date:
20. Consultant's Ranking after Evaluation:
IMPORTANT: Identify all DBE fimis being claimed for credit, Local Agency certifies that all DBE certifications are valid and infomiation on "'Z"' · WOtteo roofi~•Uoo of '"'h li•fod DBE ;,
this fomi is complete and accurate. requ1redf;/ f //-
11/29/2021
12 reparer's SigMiture 13. Date
David B. Wraa (916) 978-4900
14. Preparers Name 15. Phone
President
16. Preparer's Title
DISTRIBUTION: Original - Included with consultant's proposal to local agency.
ADA Notice: For individuals with sensory disabilities, this document is available in alternate formats. For information call (916) 654-641 O or TDD (916) 654- 3880 or write Records and Forms Management, 1120 N Street, MS-89, Sacramento, CA 95814.
LPP 18-01 Page 1 of2
January 2019
BRI RIGHT OF WAY ACQ UISITION AN D APP RAISAL SERVICES FO R THE WEAKLEY STREET 11-';PRO\IEMEIH PROJECT PAGE 27 Local Assistance P1·occdurcs Manual Exhibit 10-02
Consultant Contract DBE Commitment
BAI
EXHIBIT 10-02 C ONSULTANT CONTRACT DBE C OMMITMENT
1. Local Agency: _C_i-"'ty_o_f_C_a_le_x_ic_o ___ ___________ 2. Contract DBE Goal: 3%
3. Project Description: Righi of Way Acquisition and Appraisal Services for the Weakley Street Improvement Project
4. Project Location: _a_e_x_i ~,_ A ____________________________________ _
5. Consultant's Name: Bender Rosenthal Inc.
8. Total Dollar Amount for ALL Subconsultants:
6. Prime Certified DBE: D 7. Total Contract Award Amount: _T_B_D ____ _ ___ $_9_.4_0_0_.o_o _____ 9. Total Number of ALL Subconsultants: 2 1 0. Description of Work, Service, or Materials 11 . DBE 13. DBE Certification 12. DBE Contact Information Dollar Supplied Number Amount Christine S. Santolucito - (951) 225-3500 x101
Appraisal Review Services 43345 31600 Railroad Canyon Road, Suite 100-L $6,400.00 Canyon Lake, CA 92587
Local Agency to Complete this Section
$ 6,400.00
20. Local Agency Contract N11mhPr' 14. TOTAL CLAIMED DBE PARTICIPATION
21. Federal-Aid Project Number: 9.7 % 22. Contract Execution n:it,,·
Local Agency certifies that all DBE certifications are valid and information on IMPORTANT: Identify all DBE firms being claimed for credit, this form is complete and accurate. ""~ Wril•o ooofi Uoo of ••eh fi•l•d DBE ;, required. • f/ tL
11/29/2021
23. Local Agency Representative's Signature 24. Date 1 fU"'reparers' SignatCire 16. Date David B. Wraa (916) 978-4900
25. Local Agency Representative's Name 26. Phone 17. Preparers Name 18. Phone President
27. Local Agency Representative's Title 19. Preparers Title DISTRIBUTION: 1. Original- Local Agency
2. Copy - Caltrans District Local Assistance Engineer (DLAE). Failure to submit to DLAE within 30 days of contract execution may result in de-obligation of federal funds on contract.
ADA Notice: For individuals with sensory disabilities, this document is available in alternate formats. For information call (916) 654-641 0 or TDD (916) 654- 3880 or write Records and Forms Management, 11 20 N Street, MS-as, Sacramento, CA 95814.
July 23, 201 5
RIGHT OF WAY ACOUIS ITI ON AN O APPRA ISA L SER VI CES FOR THE WEA l\LEY STR EE T IMP RO VEMENT PR OJECT PAGE 2B
EXHIBITB
SCHEDULE OF CHARGES
(Dated Nov. 30, 2021)
Right of Way Acquisition and Appraisal Services
Weakley Street Improvement Project
Federal Project No: CML-5168(032)
:tf c:
" .. 0 = 2:;::: "C
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Base Rates I $ 85.oo I $
Task Description 77
Project Management 24
Task 1: Real Property Appraiser - Billed as Lump Sum Fees Below Task 2: Review Appraiser - Billed as Lump Sum Fees Fees Below Task 3: Acquisition Specialist 45
Task 4: Relocation Specialist- TBD 0
Task 5: Condemnation Support Services -TBD, NTE $2,soo per parcel 0 Task 6: Utility Coordination Support Services - TBD 0 Additional Task: Title and Escrow Services 0 Additional Task: Project Certification 8 Total Hours 77
Task 1: Real Property Appraiser - Billed as Lump Sum Fees Task 2: Review Appraiser- Billed as Lump Sum Fees
other Direct Costs
TOTAL HOURS/ COSTS/ FEE $6,545.00
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$ 18,500.00
$ 6,400.00
$5,612.00 I $144.24
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15 17
$1,150.90
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$37,624 $13,888
$0
$0
$16,875
$0 $0 $0
$3.292
$3,569
$18,500
$6,400
$3,580
$66,104
11/29/2021
EXHIBITC
CERTIFICATE OF EXEMPTION FROM WORKERS' COMPENSATION INSURANCE I hereby ce1tify that in the performance of the work for which this Agreement is entered into, I shall not employ any person in any manner so as to become subject to the Workers' Compensation Laws of the State of California.
Executed on this _ _ day of
California.
Consultant
ATTACHMENT #2
CITY OF CALEXICO
Request for Proposals
for
Right of Way Acquisition and
Appraisal Services
Weakley Street Improvement Project
Federal Project No.: CML-5168(032)
Public Works Department
549 Pierce Avenue
Calexico, CA 92231
760/768-2160
www .calexico.ca.gov
November 9, 2021
CITY OF CALEXICO
PUBLIC WORKS DEPARTMENT
NOTICE TO CONSULTANT'S
The City of Calexico is requesting proposals from qualified individuals or firms to provide rightof-way appraisal and acquisition services for Weakley Street Improvement Project. Work covered by this service agreement will augment the right-of-way capability of the City's inhouse staff. The work will typically be related to right-of-way fee acquisitions, easement acquisitions, and/or temporary construction easement acquisitions, and possible utility relocation coordination.
Consultant must submit five (5) copies of their proposal with original Consultant signature. The proposal must be formatted in accordance with the instructions of this RFP. Promotional material may be attached, but are not necessary and will not be considered as meeting any of the requirements of this RFP. Proposals must be enclosed in a sealed envelope or package, clearly marked "Right of Way Acquisition and Appraisal Services for Weakley Street Improvement Project," and delivered by 2:00p.m. on Tuesday, November 30, 2021 to:
Office of the City Clerk
City Hall
City of Calexico
608 Heber A venue
Calexico, CA 92231
Late, emailed or facsimile proposals will not be accepted . It is the proposer's responsibility to assure that its proposal is delivered and received at the location specified herein, on or before the date and hour set. Proposals received after the date and time specified will not be considered.
Copy of the Request for Proposal can be obtained at the office of the Public Works Depmtment, 549 Pierce A venue, Calexico, California 92231 or by visiting the City of Calexico website at www.calexico.ca.gov .
Consultant will be required to obtain a City of Calexico Business License once proposal is awarded.
The City of Calexico has a Disadvantaged Business Enterprise (DBE) goal of three percent (3%).
If you have any questions or require additional information, please do not hesitate to contact the Public Works Department at 760/768-2160.
Lilliana Falomir, Public Works Manager -Administrative
City of Calexico
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XVI.
Introduction
Definitions
Proposal Submission
Pre-Submittal Inquires
Table of Content
Modifications or Withdrawal of Proposals
Schedule of Activities
Selection Process
Evaluation Criteria
Award and Contract Information
Scope of Work
Format of Technical Proposal
Contract
Rejection of Proposals
General Conditions
Insurance Requirements
List of Attachments
3 I. Introduction
CITY OF CALEXICO
PUBLIC WORKS DEPARTMENT
Request for Proposal
Right of Way Acquisition and Appraisal Services
Weakley Street Improvement Project
The City of Calexico is requesting proposals from qualified individuals or firms to provide rightof-way appraisal and acquisition services for Weakley Street Improvement Project. Work covered by this service agreement will augment the right-of-way capability of the City's inhouse staff. The work will typically be related to right-of-way fee acquisitions, easement acquisitions, and/or temporary construction easement acquisitions, and possible utility relocation coordination.
A. Background
The City of Calexico is located 23 0 miles southeast of Los Angeles, 125 miles east of San Diego, 260 miles west of Phoenix, and adjacent to the City of Mexicali, Baja California, Mexico B. Project Description
The City·of Calexico is proposing the installation of new 3" AC pavement over 12" Class II base and 12" of compacted subgrade on Weakley Street between Scaroni Road and Portico Boulevard. New 6" PCC curb and gutter will also be installed. The ultimate pavement width will be 50' from face of curb to face of curb to face of curb. The total improved length is approximately 615' . Additional right-of-way will be acquired as part of the project. New utility services connections will also be installed.
The City will negotiate a contract with the highest ranked individual/firm and plans to enter into a professional services agreement, lasting approximately two years, with the consultant to provide professional Right of Way Acquisition support.
We hereby request that your firm provide to the City a technical proposal for performing the work program outlined in the attached sample contract (Attachment D) of this RFP.
II. Definitions
City - The City of Calexico
Consultant - A person, partnership, firm, corporation, or joint venture submitting a proposal to obtain a City contract.
4 III.Proposal Submission
A. Consultant must submit five (5) copies of their proposal with original Consultant signature. The proposal must be formatted in accordance with the instructions of this RFP. Promotional material may be attached, but are not necessary and will not be considered as meeting any of the requirements of this RFP. Proposals must be enclosed in a sealed envelope or package, clearly marked "Right of Way Acquisition and Appraisal Services for Weakley Street Improvement Project,'' and delivered by 2:00p.m. on Tuesday, November 30, 2021 to:
Office of the City Clerk
City Hall
City of Calexico
608 Heber Avenue
Calexico, CA 92231
Late, emailed or facsimile proposals will not be accepted. It is the proposer's responsibility to assure that its proposal is delivered and received at the location specified herein, on or before the date and hour set. Proposals received after the date and time specified will not be considered.
B. Proposers are required to submit with their proposal a Certification of Non-Collusion (Attachment B) and a Proposal Summary Fact Sheet and Statement of Responsibility (Attachment C) and the "Local Agency Proposer DBE Commitment (Consultant Contract)" (Exhibit 10-01) and the "Local Agency Proposer DBE (Consultant Contracts)" (Exhibit 10-02) (Attachment F & G). Please note these forms will not count against the overall size limit of proposals submitted.
C. Proposers are expected to examine all prov1s10ns, specifications, and instructions included in this RFP. Failure to do so will be at the proposer's risk.
D. All proposals must be dated and signed by a representative authorized to enter into contracts for the proposing Consultant.
E. All proposals will remain in effect and legally binding for at least 45 days from the opening date.
F. Expenses incurred in preparation of the proposal, site visits, or any other actions related to responding this RFP shall be the responsibility of the Consultant. Any and all damages that may occur due to packaging or shipping of the proposal will be the sole responsibility of the Consultant.
G. All proposals, response inquiries, or correspondence relating to or in reference to this RFP, and all reports, charts, displays, scheduled, exhibits and other documentation submitted by Consultant shall become the property of the City of Calexico. 5 H. Time when stated as a number of days shall include Sundays through Saturdays, excluding legal holidays.
I. Consultant must examine all information and materials contained in and accompanying its proposal. Failure to do so will be at the Consultant's risk. This will include, but not limited to, all relevant laws and regulati ons of the State of Californi a and the United States Government.
I. The successful consultant will be subj ect to verifi cation of non-fraud and for listing on the list for debarred contractors/consultants per federal funding requirements.
IV. Pre-Submittal Inquires
Pre-submittal procedural or technical inquires may be directed to Lilliana Falomir, Public Works Manager - Administrative at 760/768-2 160 or [email protected] .
V. Modifications or Withdrawal of Proposals
A. A proposal that is in the possession of the City may be altered by letter or facsimile bearing the signature or name of Consultant's authorized representative, provided it is received prior to the deadline for submission of proposals. Telephone or verbal alternations will not be accepted.
B. A proposal that is in the possession of the City may be withdrawn by the proposer up to the time of the deadline for submission of proposals.
VI. Schedule of Activities
The City intends to progress in this procurement in a series of orderly steps. The schedule that follows has been developed in order to provide adequate information for Consultants to prepare definitive proposals and to permit the City of Calexico to fully consider various factors that may affect its decision. This schedule is subject to change at the discretion of the City of Calexico.
The City will provide sufficient advance notice to Consultant in the event of schedule changes.
Schedule Activity Proposal Date
RFP advertisement November 9, 2021
RFP submission deadline November 30, 2021
RFP selection and notification Week of December 13, 2021 City Council Authorization to A ward December 22, 2021
Notice of Award Week of December 27, 2021
VII. Selection Process
A. The City reserves the sole right to judge the contents of the Consultants' proposals. The selection process will be governed by the following criteria:
6 1. The proposals must adhere to the instructions and format as specified in this RFP.
2. The eva luation wi ll include a review of all documents and information relating to the Consultant's services, organizational structure, capabilities, and qualifications, past performance.
3. Consultants may be required to make an oral presentation and interview before final selection is made.
4. The City may evaluate any information from any source it deems relevant to the evaluation.
5. False, incompl ete, or unresponsive statements in a proposal may be sufficient cause for its rejection.
VIII. Evaluation Criteria
A. The proposal will be judged based on service capabilities and experience of the prospective Consultant and all persons who will be providing services under contract.
The following are the critical areas of the proposals that will be evaluated by the Selection Committee:
1. Adequacy of the described plan/approach to deliver requested services as described in this RFP.
2. Experience of Consultant in providing services and quality of work.
3. Status of Professional Certification including whether the Consultant meets the minimum requirements to provide service.
IX. Award and Contract Information
A. The City hereby notifies all proposers that it will affirmatively ensure that minority business enterprises will be afforded full opportunity o submit proposals in response to this invitation, and that no proposer shall be discriminated against on the grounds of age, race, color, sex, religion, creed, national origin, marital status, political affiliation, or disability.
B. The Consultant agrees that should it be awarded a contract, the Consultant shall not discriminate against any person who performs work there under because of age, race, color, sex, religion, creed, national origin, marital status, political affiliation, or disability.
C. The City reserves the right to reject any or all proposals and to waive any irregularities if deemed in the best interest of the City to do so. The City will select the Consultant whose proposal is determined by the City to be the most responsive and responsible proposal 7 and of the best advantage to the citizens of Calexico. The City shall be the sole judge in making such a determination.
D. The successful Consultant will be required to enter into and sign a formal agreement with the City, which agreement will be in effect for the duration of the contract period. A sample contract is attached to this RFP as Attachment D. It is the Consultant's responsibility to review the contract's terms and conditions and to state any exceptions to those conditions in its response to the RFP. If no exceptions are noted, the City will understand that the Consultant agrees to the terms and conditions as stated in the contract.
E. In a separate sealed envelope, include a copy of your proposed fee schedule. The fee schedule will not be used during the consultant selection, but may be used by the City for comparison purposes during negotiations. The cost proposal must include a detailed nott-exceed budget for each task that identifi es the cost of staff, direct expenses, and total cost for each task. The · cost proposal shall include a schedule of billing rates and conditions under which the consultant would submit a claim for extra work not covered in the not-to-exceed budget. To be considered responsive, cost proposals must include all work described in this RFP and the technical proposal.
F. Prior to final selection, Consultant may be required to submit any additional information that the City may deem necessary to determine the Consultant qualifications. Should any of the information requested by the City be considered by the Consultant to be confidential, it must be so stated. The City will attempt to treat any information submitted by the Consultant as confidential if requested to do so; however, the City cannot ensure such confidentiality.
G. Open Procurement
1. The Consultant shall include any latitudes, prohibitions or limitations placed on the purchase of the items presented in the Consultant's proposal. Items and/or services that Consultant intends to be offered on a unit price basis must be so identified.
2. The City reserves the right to negotiate changes to the original proposal(s), including change in system cost and/or unit price.
3. The City reserves the right to accept or reject any or all proposals in whole or in pait.
4. The City reserves the right to negotiate a contract with more than one Consultant at the same time.
X. Scope of Work
Consultant shall provide real prope1ty appraisal, appraisal review, acquisition, if necessary relocation services, related to the acquisition of rights-of-way and possibly utility coordination assistance.
8 The work will typically be related to right-of-way in fee, utility easements, slope/drainage easements, and/or temporary construction easements. Appraisal components include land value, severance values, and costs to cure. Expertise in the appraisal of agricultural, residential, industrial and commercial prope1iies will be required. In addition to Right-of-Way services described above City may also require assistance with Utility Relocation Coordination.
It is anticipated that bid adve1tising for the actual construction of this project will take place 2022. Therefore, legal possession of the required right-of-way for this project, including completed condemnations if needed, will need to take place prior to this date and the consultants' work timeline should take this schedul e into acco unt.
This is a federally funded proj ect subject to FHW A and Caltrans' right of way acquisition procedures and oversight. All consultant work completed must meet Caltrans criteria for approvals.
SERVICES TO BE PROVIDED CONSULTANT
The work should include, but not necessarily be limited to, the following information to address concerns of regulatory agencies. Consultant shall provide the services described below as requested by the Public Works Manger -Administrative.
The following tasks will be performed by the Consultant to provide right-of-way acquisition services for Weakley Street Improvement Project Federal Project No. CML-5168(032):
Task 1: Real Property Appraiser:
Responsible for preparation of Summary Appraisal Repo1is to determine the fair market value of the rights to be acquired from each subject property and prepared in accordance to professional standards, Uniform Standards of Professional Appraisal Practice (USPAP), and the Caltrans Right-of-Way Manual and all applicable laws and regulations. Each subject property appraisal will be separately bound and prepared in a "stand-alone" format suitable for furnishing to the associated prope1iy owners per Caltrans requirements. The comparable sales analysis shall be in chaii format with accompanying analysis in narrative form. Comparable data shall be verified with patties to the transaction.
Appraisers shall be available for suppo1t for any City eminent domain litigation, including, but not limited to, preparation of appraisal summary statements and related suppo1iing declarations; providing updated statements of valuation; assistance of counsel by providing expert witness analysis and review of defendant's prope1iy valuation information; preparation for, attendance, and testimony at deposition mediation, and trial proceedings as required. Please note: Your proposal should address how you would charge the City for this type of work.
Real Prope1iy Appraiser Responsibilities under the Uniform Act:
• Property owner must be notified in writing of Agency's decision to appraise. • Prope1iy owner or designee must be given opp01iunity to accompany appraiser during prope1iy inspection.
9 • Responsibility of sending Title VI information to prope1ty owners. • Diary entry of notifications and contacts.
• Appraisal to contain minimum recognized standards for public acquisition (Zoning, Property Rights to acquired, Highest and Best Use Analysis, Verified Comparables, Improvements Acquired, Damages, Cost-to-Cure, etc.)
• All appraisals must contain Appraiser and Review Appraiser Ce1tificates.
Real Prope1ty Appraiser Minimum Qua lifi cations:
Consultants For Real Prope1ty Appraiser Services must meet the following m1111mum qualifications, according to the Caltrans Right-of-Way Manual, and must possess:
• Appropriate Appra isal license as issued by the California Office of Real Estate Appra isers in accordance to the degree, complexity, and value of the appraisal required:
a) Residential License for any noncomplex 1-4 family property with value of 1 million and Nonresidential property with a transaction value up to $250,000.
b) Certified Residential for any 1-4 family properties without regard to transaction value or complexity; and Nonresidential property with a transaction value up to $250,000.
c) Cettified General for all real estate without regard to transaction value or complexity.
• Minimum two (2) years experience in appraisal of rights for eminent domain purposes. • Successful completion of a course in appraisal of paitial acquisitions for public agencies. • Successful completion of a course in the Uniform Relocation and Real Property Acquisition Policies Act taught by a recognized organization. • Successful completion of a course in State Eminent Domain Law taught by a recognized organization.
• Specific lrnowledge and experience appropriate for the type of assignment.
Task 2: Review Appraiser:
Responsible for the preparation of independent and objective written reviews of the real prope1ty appraiser consultant's repmts. Reviews will be completed in the form of a Review Appraiser Ce1tificate for each subject property appraisal in order to ensure appraisal quality and procedure.
All reviews will adhere to professional standards. USPAP and the Caltrans Right-of-Way Manual and all applicable laws and regulations. The review appraiser will recommend approval of the repo1ted values to the Department of Transportation to govern negotiation and settlement.
The review appraiser must not be the same individual as the initial appraisal consultant.
Review Appraiser Responsibilities under the Uniform Act:
• Confirmation of Analysis of Highest and Best Use, Damages, and Cost to Cure Damages. • Confirmation of Valuation.
• Confirmation of Calculations and Repo1t Integrity.
10 • Prepare signed statement ce1tifying value of appraisal reviewed, including an explanation of the basis for recommendation.
Review Appraiser Services Mi nimum qualifications:
• Consultants must meet the following minimum qualifications, according to the Caltrans Right-of- Way Manual and must possess:
• Ce1tified Residential License for any 1-4 fami ly prope1ty without regard to transaction value or complexity; and Nonresidential property with a transaction value up to $25 0,000 or
• Certified General License for all rea l estate without regard to transaction value or complexity.
• Minimum two (2) years experience in reviewing appraisals for eminent domain purposes. • Successful completion of courses in the Uniform Relocation and Real Prope1ty Acquisition Act and State Eminent Domain Law taught by a recognized organization. • Specific knowledge and experience appropriate for the type of assignment.
Task 3: Acquisition Specialist:
Responsible for: "good faith negotiations" with prope1ty owners for the purchase of right-of-way based on values established in the reviewed and approved appraisals; adherence to all professional standards and the Caltrans Right-of-Way Manual and all applicable laws and regulations; preparation of all written correspondence, applicable forms and City's standard purchase agreement; coordination with City staff; performance of notary services related to the signing of acquisition documents; escrow coordination with City's selected title company; assisting City's Right of Way Agents with Right of Way Certification, completion of final closeout work per Caltrans requirements; and maintenance of all acquisition files including acquisition diaries.
Acquisition Specialist Responsibilities under the Uniform Act:
• Ensure establishment of just compensation by local agency pnor to initiation of negotiations.
• Expeditious acquisition within 30 days of approved appraisal. • First Written Offer should be presented in person when possible. • Caltrans requires that a copy of the appraisal repo1t shall be provided to the owner with the First Written Offer; a Summary Statement (basis for the appraisal) is optional in this case.
• Owner to be given reasonable time to consider the offer and present material relevant to value determination.
• Payment is required before taking possession unless date of possession clause is used in contract.
• Local agency is responsible for payment of all incidental expenses (title, escrow, surveys, prepayment penalties, etc.)
• Preparation of Administrative Settlements when it is reasonable and in the public interest. 11 • Diary entries including confirmation of delivering Title VI information.
Acquisition Specialist Services minimum qualifications:
Consultants must meet the following minimum qualifications, according to the Caltrans Rightof- Way Manual and must possess:
• Real Estate Broker's or Salesperson's License (when under the direct supervision of a Real Estate Broker) as issued by the California Department of Real Estate (required by law). All Right of Way Contracts must be approved for content and signed or initialed by the Real Estate Broker.
• Minimum two (2) year experience in the acquisition of rights for eminent domain purposes.
• Successful completion of courses in the Uniform Relocation and Real Property Acquisition Policies Act and State Eminent Domain Law taught by recognized organizations. By signing the Right of Way Contract, the Broker or Principal of the Company acknowledges responsibility for maintaining a complete file on each parcel.
Task 4: Relocation Specialist:
Responsible for providing relocation assistance to displaced patties, if any, resulting from an acquisition of right-of-way and conducted per applicable professional standards and the Cal trans Right-of-Way Manual and all applicable laws and regulations.
Relocation Specialist Services minimum qualifications:
Consultants must meet the following minimum qualifications, according to the Caltrans Rightof- Way Manual and should possess:
• Minimum two (2) years experience at the working level providing public agency relocation assistance.
• Successful completion of courses in the Uniform Relocation and Real Property Acquisition Policies Act and State Eminent Dom~in Law taught by recognized organizations.
• Specific knowledge and experience appropriate for the type of assignment Task 5: Condemnation Support Services:
• Responsible for providing two copies of complete prope1ty files to City. • Pmticipating in preparation meetings and pre trial hearings. • Providing additional information as requested by the City.
Task 6: Utility Coordination Supp01t Services:
12 • Communicate and coordination with the utility companies. • Maintain Utility Correspondence Diary.
• Prepare the A, B, C letters according to Caltrans and County procedures. • Coordinate work with utilities and review facility relocation designs provided by the utility companies to ensure they are consistent with the proj ect design and proposed ROW.
• Develop Caltrans Rep01ts oflnvestigations and Notice to Owner; • Coordinate relocation schedules for timely completion (if required XI. Format of Technical Proposal
Proposals submitted in response to this RFP should include the following elements:
A. Name, address, and telephone number of the individual or firms. If a firm, the name and title of the individual authorized to negotiate contract terms and make binding commitments shall be included. If the firm is ce1tified as a DBE, please indicate such.
B. Project understanding and a description of the process/approach to be used in providing the services described in Section X, Scope of Work, of this RFP. Be specific and address all elements including timing of implementation.
C. A description of Consultant's experience in providing the requested services and professional qualifications (copies of California State appraiser certificate.) D. A list of key personnel, including full name, position, license or degrees held and a brief summary of relevant experience as related to proposed services; organization chait; listed of Board of Directors (if applicable); licenses (where appropriate).
E. Provide a summary of the firms experience with similar projects, with pa1ticular emphasis on any project performed for City or other public agencies. Indicate if the project was subject to review and approval by any State of California or Federal agency.
F. Any exception to the terms and conditions as specified in "Attachment C" to this RFP.
The terms and conditions not specifically identified will be considered acceptable to Consultant.
G. Additional documents or other material, as appendices, in support of the proposal. The proposal, however, must reference any additional material or documentation.
H. Upon specific request of the City, Consultant shall provide consent and waiver forms permitting the City to obtain personal employment/professional qualification information about Consultant who may perform services under this contract from third patties, and releasing third parties from any and all liability for disclosing such information to the City.
13 I. Statement of capacity and experience to represent the City in court proceedings relating to appraisals for the City.
Please note that this is a RFP. A detailed cost proposal is not being requested. Final proj ect costs will be determined through negotiations with the selected firm. If proj ect cost negotiations with the selected firm are unsuccessful, the City reserves the right to enter into negoti ations with other firm(s).
XII. Contract
A. Time is the essence in awarding the contract. The City reserves the right to cancel any intent to award and proceed to the next Consultant if the selected Consultant has not signed the agreement within two weeks after the notification of intend of award.
B. Execution of Contract
1. Upon the acceptance of a Consultant's Proposal, the City will prepare and submit a contract to the successful Consultant for signature (see sample contract, as Attachment D, which contains required contractual language). In the event that the successful Consultant fails, neglects or refuses to execute the contract within a specified number of days after receiving a copy of the contract from the City, the City may at its option terminate and cancel its action in awarding the contract and the contract shall become null and void and of no effect.
2. Incorporated by reference into the contract which is to be entered into by the City and its successful Consultant pursuant to this proposal will be (a) all of the information presented in or with this proposal and the Consultant's response thereto, and (b) all written communications between the City and the successful Consultant whose proposal is accepted.
C. No Assignment
Assignment by the successful Consultant to any third patty of any contract based on the proposal or any monies due shall be absolutely prohibited and will not be recognized by the City unless approved in advance by the City in writing.
XIII. Rejection of Proposals
The RFP does not commit the City to award a contract, to pay any costs incurred in the preparation of the proposal to this request, or to procure or contract for s_ervices or supplies. The City reserves the right to accept or reject any or all proposals received as a result of this request, to negotiate with any qualified source, or to cancel the RFP in pait or in its entirely, if it is in the best interest of the City to do so. The City may require the proposer selected to paiticipate in negotiations, and to submit such proposal as may result from negotiations. 14 Any proposal submitted during this RFP process becomes the property of the City. The City will not be liable for nor pay costs incurred by the respondent in the preparation of a response to this RFP or any other costs involved including travel. The selected Consultant will be required to obtain a City business license if not already held.
XIV. General Conditions
While the intent of the City is to award the contract to the selected Consultant, it reserves the right to both either withdraw and/or not award a contract at any time it so desires. Cost incurred in the preparation of response to this RFP will not be reimbursed.
The City has a standard contract service agreement. The successful firm will be required to agree to the terms contained within. Any issues with the insurance coverage should be mentioned in the response to the RFP.
Limitations
1. The Consultant should expect to have access only to the public records and public files of local government agencies in preparing the proposal or rep01ts. The Consultant should not anticipate any compilation, tabulation, or analysis of data, definition or opinion, etc., unless volunteered by a responsible official of that agency.
2. The City has the authority to terminate the contract upon written notice to the Consultant at any time during the period of the contract if the City finds that the Consultant's performance is not satisfactory.
3. Contract payments will be made on the basis of satisfactory performance by the Consultants as determined by the City. Final payment to the Consultant will only be made when the City finds that the work performed by the Consultant to be satisfactory and the final work product and documents submitted meet the tasks of the project and is accepted by the City.
XV. Insurance Requirements
Consultant will be required to furnish to the city certificates of insurance evidencing at the minimum the following:
A. Worker's Compensation Insurance:
1. Statutory Coverage
2. Employer's Liability
B. Commercial General Liability:
1. Including Premises & Operations, Products and Completed Operations, Personal and Adve1tising Injury, Contractual Liability and Independent Contractors.
2. Limits of Liability for Bodily Injury and Prope1ty Damage Each Occurrence $1,000,000
15 Aggregate $2,000,000
C. Automobile Insurance:
1. Including all owned, hired, borrowed, and non-owned vehicles
2. Limit of Liability for Bodily Injury and Property Damage Per Accident $1,000.000
D. Professional Liability:
1. Limit of Liability: $1 ,000,000
E. Umbrell a Liability:
1. Limit of Liability: $2,000,000 Per Occurrence & Annual Aggregate
2. Coverage is to apply in excess of all primary insurance policies, coverage, and limits specified above
XVI. List of Attachments
Attachment A - Proposal Evaluation Form
Attachment B - Certificate of Non-collusion
Attachment C - Proposal Summary Fact Sheet and Statement of Responsibility Attachment D - Agreement for Professional Services
• Exhibit A - Scope of Services
• Exhibit B - Schedule of Charges
• Exhibit C- Ce1tificate of Exemption from Workers Compensation Insurance Attachment E - Bidder/Proposer Disadvantaged Business Enterprise (DBE) Program Requirements
• Exhibit 10-I
Attachment F - Required Certification by Consultant with Proposal • Exhibit 10-01
• Exhibit 10-Q
• Exhibit 15-H
Attachment G - Required Ce1tification by Consultant and City after Contract Execution • Exhibit 10-02
• Exhibit 17-F
• Exhibit 17-0
16 Attachment A
City of Calexico
Public Works Depaitment
Proposal Evaluation Form
Evaluation By: _ _ ________________ _ _____ _
Weight Rating* Points**
A Completeness of Response Pass/Fail
B Capacity to Perform the Work Pass/Fail
c Technical Criteria Pass/Fail
D Firm/Personnel Qualifications 40 points
E Relevant Experience 30 points
F Reference 15 points
G Overall Proposal 15 points
Evaluation Total (Maximum 500)
*5 =Excellent 4 =Above Average 3 =Average 2 =Fair 1 = Poor 0 = Unacceptable **Points = Weight x Rating
17