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H.P. Kang, Director
represent lower-income and special needs households, by making information regularly available and considering and incorporating comments where appropriate.
Several federal, state, and regional funding programs consider housing element compliance as an eligibility or ranking criteria. For example, the CalTrans Senate Bill (SB) 1 Sustainable Communities grant; the Strategic Growth Council and HCD’s Affordable Housing and Sustainable Communities programs; and HCD’s Permanent Local Housing Allocation consider housing element compliance and/or annual reporting requirements pursuant to Government Code section 65400. With a compliant housing element, the City will meet housing element requirements for these and other funding sources.
For your information, some general plan element updates are triggered by housing element adoption. HCD reminds the City to consider timing provisions and welcomes the opportunity to provide assistance. For information, please see the Technical Advisories issued by the Governor’s Office of Planning and Research at:
http://opr.ca.gov/docs/OPR_Appendix_C_final.pdf and
http://opr.ca.gov/docs/Final_6.26.15.pdf.
HCD appreciates your efforts and cooperation provided in the preparation of the draft element. We are committed to assisting the City in addressing all statutory requirements of State Housing Element Law. If you have any questions or need additional technical assistance, please contact Chelsea Lee, of our staff, at [email protected].
Sincerely,
Senior Program Manager
Enclosure
Paul McDougall
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APPENDIX
CITY OF HEMET
The following changes are necessary to bring the City’s housing element into compliance with Article 10.6 of the Government Code. Accompanying each recommended change, we cite the supporting section of the Government Code.
Housing element technical assistance information is available on HCD’s website at http://www.hcd.ca.gov/community-development/housing-element/housing-element-memos.shtml.
Among other resources, the housing element section contains HCD’s latest technical assistance tool, Building Blocks for Effective Housing Elements (Building Blocks), available at http://www.hcd.ca.gov/community-development/building-blocks/index.shtml and includes the Government Code addressing State Housing Element Law and other resources.
A. Review and Revision
Review the previous element to evaluate the appropriateness, effectiveness, and progress in implementation, and reflect the results of this review in the revised element. (Gov. Code, § 65588 (a) and (b).)
The review requirement is one of the most important features of the element update. The review of past programs should analyze the City's accomplishments over the previous planning period. This information provides the basis for developing a more effective housing program. As part of the review of programs in the past cycle, the element must provide an evaluation of the effectiveness of goals, policies, and related actions in meeting the housing needs of special needs populations (e.g., elderly, persons with disabilities, large households, female-headed households, farmworkers and persons experiencing homelessness).
B. Housing Needs, Resources, and Constraints
1. Affirmatively further[ing] fair housing in accordance with Chapter 15 (commencing with Section 8899.50) of Division 1 of Title 2…shall include an assessment of fair housing in the jurisdiction. (Gov. Code, § 65583, subd. (c)(10)(A).) Enforcement: The element describes enforcement capacity through Fair Housing Council of Riverside County; however, it must also quantify and evaluate enforcement activities, including any result of testing if available. The element must also address compliance with existing fair housing laws as well as any past or current fair housing lawsuits, findings, settlements, judgements, or complaints. Please visit pages 29-30 of HCD’s Affirmatively Furthering Fair Housing (AFFH) guidance memo: https://www.hcd.ca.gov/communitydevelopment/affh/docs/affh_document_final_4-27-2021.pdf.
Patterns and Trends: While the element includes some mapping and information on segregation and integration, disparities in access to opportunity and disproportionate housing needs, it generally does not include a complete analysis for any of these categories. For segregation and integration, the element should evaluate patterns and trends for race and income, including within the City (neighborhood to neighborhood or
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local level) and the City compared to the region (regional level). For disparities in access to opportunity, the element should address access to educational and economic opportunities at a local and regional level. For disproportionate housing needs, the element must address housing conditions, homelessness and displacement risk.
Racially/Ethnically Concentrated Areas of Poverty (R/ECAP): The element identifies a R/ECAP but it should specifically analyze the area. The analysis should evaluate trends, conditions, comparisons to other neighborhoods and effectiveness or absence of past strategies related to equitable quality of life. The element must add or modify programs based on the outcomes of this analysis.
Local Data and Knowledge: The element should complement federal, state, and regional data with local data and knowledge where appropriate to capture emerging trends and issues, including utilizing knowledge from local and regional advocates and service providers.
Other Relevant Factors: A discussion of other relevant factors is an important piece of evaluating patterns, trends, and policies that have contributed to certain fair housing conditions. This analysis must consider information that is unique to the City such as governmental and nongovernmental actions or lack thereof regarding zoning and land use regulations, information about past redlining/greenlining, restrictive covenants, practices such as disinvestment in policies that contribute to disproportionate housing needs and demographic trends.
Sites Inventory: The element includes useful discussion and conclusions on pages 3-73 to 3-82 relative to R/ECAPs and access to opportunity; however, the element must analyze all sites for each regional housing needs allocation (RHNA) income category independently and cumulatively relative to each fair housing component (e.g., enforcement and outreach, segregation and integration, and disproportionate housing needs including overpayment, overcrowding, and displacement risk). Furthermore, the element should analyze the magnitude of the impact, whether sites are isolated, and evaluate whether sites exacerbate or improve conditions at a neighborhood level for each of the fair housing components.
Goals, Priorities, Metrics, and Milestones: The element must be revised to add or modify goals and actions based on the outcomes of a complete analysis. Goals and actions must specifically respond to the analysis and to the identified and prioritized contributing factors to fair housing issues and must be significant and meaningful enough to overcome identified patterns and trends. Actions must have metrics and milestones as appropriate and must address housing mobility enhancement, new housing choices and affordability in high opportunity areas, place-based strategies for community preservation and revitalization and displacement protection.
2. Include an analysis of population and employment trends and documentation of projections and a quantification of the locality's existing and projected needs for all income levels, including extremely low-income households. (Gov. Code, § 65583, subd. (a)(1).)
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Include an analysis and documentation of household characteristics, including level of payment compared to ability to pay, housing characteristics, including overcrowding, and housing stock condition. (Gov. Code, § 65583, subd. (a)(2).) Extremely Low-Income Households (ELI): While the element quantifies the total number of existing (ELI) households, it must also quantify them by tenure (i.e. renter and owner) and analyze their housing needs. For example, the element could analyze trends, cost burden and other household characteristics then examine the availability of resources to determine gaps in housing needs. For additional information, see the Building Blocks at http://www.hcd.ca.gov/community-development/building-blocks/housing-needs/extremelylow-income-housing-needs.shtml.
Housing Conditions: While the element includes some information on housing stock conditions from American Community Survey (ACS) data, it must also estimate the number of units in need of replacement and rehabilitation. For example, the analysis could include estimates from a recent windshield survey or sampling, estimates from the code enforcement agency, or information from knowledgeable builders/developers, including non-profit housing developers or organizations. For additional information, see the Building Blocks at http://www.hcd.ca.gov/community-development/building-blocks/housingneeds/housing-stock-characteristics.shtml.
Housing Costs: The element includes information from the ACS on housing costs, however, it should include current information on sales prices and rents to reflect market conditions and better evaluate housing needs and formulate appropriate policies and programs.
3. An inventory of land suitable and available for residential development, including vacant sites and sites having realistic and demonstrated potential for redevelopment during the planning period to meet the locality’s housing need for a designated income level, and an analysis of the relationship of zoning and public facilities and services to these sites. (Gov.
Code, § 65583, subd. (a)(3).)
Progress in Meeting the RHNA: The element indicates 21 projects with a planned development of 5,201 units, including 900 units affordable to lower-income households.
The element must demonstrate the availability of these units in the planning period and affordability based on actual or projected sales prices, rent levels, or other mechanisms establishing affordability. The analysis of availability should address the status of entitlements and any known conditions precluding availability such as phasing requirements, potential for projects to not request permits or likely built out scenarios.
Realistic Capacity: The element states the element calculates residential capacity based on zoning requirements, vacancy and development history and assumes 80 percent where recent history is not available, but it must still demonstrate what specific trends, factors, and other evidence led to the assumptions. The estimate of the number of units for each site must be adjusted as necessary, based on the land use controls and site improvements, typical densities of existing or approved residential developments at a similar affordability level. The element also must analyze the likelihood that the identified units will be developed as noted in the inventory in zones that allow 100 percent
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nonresidential uses (e.g., commercial, industrial). This analysis should consider the likelihood of nonresidential development, performance standards, and development trends supporting residential development.
For additional information, see the Building Blocks at http://www.hcd.ca.gov/communitydevelopment/building-blocks/site-inventory-analysis/analysis-of-sites-andzoning.shtml#zoning.
Infrastructure: The element generally describes infrastructure providers and demand.
However, it must also clarify whether there is sufficient total water and sewer capacity (existing and planned) to accommodate the RHNA and add or modify programs if necessary.
Large Sites: Sites larger than ten acres in size are deemed inadequate to accommodate housing for lower-income households unless it is demonstrated, with sufficient evidence, that sites are suitable to accommodate housing for lower-income households. The element lists two larger sites and deems those sites suitable based on the City’s history of developing larger sites but must provide analysis to support this conclusion. The analysis should address recent experience based on size and affordability or provide other evidence and policies and programs. For example, the element could list recent examples by zone, number of units, acreage, built density and affordability. Based on a complete analysis, the element should modify programs to encourage development on larger sites.
Zoning for Lower-Income Households: The element must demonstrate densities appropriate to accommodate housing for lower income households. For communities with densities that meet specific standards (at least 30 units per acre for Hemet), no analysis is required. (Gov. Code, § 65583.2, subd. (c)(3).) Otherwise, an analysis must demonstrate appropriate densities based on factors such as market demand, financial feasibility, and development experience within identified zones. The element appears to identify sites with either zoning or general plan designations that do not allow 30 units per acre. For example, Site 140 has a designation of MDR and zone of R3. The MDR designation allows up to 18 units per acre. For sites with zoning or general plan designations that do not allow up to 30 units per acre, the element must either provide analysis, as described above, remove sites or add or modify programs to make appropriate zoning available.
Environmental Constraints: While the element generally describes a few environmental conditions, it must relate those conditions to identified sites and describe any other known environmental or other conditions that could impact housing development on identified sites in the planning period.
Accessory Dwelling Units (ADUs): The element projects 88 ADUs over the planning period or approximately 11 ADUs per year over the eight-year planning period. According to HCD records; zero units were permitted in 2018; one was permitted in 2019; and two were permitted in 2020. These trends do not support an assumption of 11 ADUs per year. To support assumptions for ADUs in the planning period, the element should reconcile trends with HCD records, adjust assumptions as appropriate and include additional information such as more recent permitted units and inquiries, resources and incentives, other relevant factors and modify policies and programs as appropriate.
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Water/Sewer Priority: For your information, local governments are required to immediately deliver the housing element to water and sewer service providers. HCD recommends including a cover memo describing the City’s housing element, including the RHNA. For additional information and sample cover memo, see the Building Blocks at http://www.hcd.ca.gov/community-development/building-blocks/otherrequirements/priority-for-water-sewer.shtml.
Electronic Sites Inventory: For your information, pursuant to Government Code section 65583.3, the City must submit an electronic sites inventory with its adopted housing element. The City must utilize standards, forms, and definitions adopted by HCD. Please see HCD’s housing element webpage at https://www.hcd.ca.gov/communitydevelopment/housing-element/index.shtml#element for a copy of the form and instructions.
The City can reach out to HCD at [email protected] for technical assistance.
Zoning for a Variety of Housing Types:
• Emergency Shelters: Table 3-8 (page 3-13) indicates that emergency shelters are conditionally permitted in the C-M zone. However, the element must identify a zone to permit emergency shelters without discretionary action. The element must also analyze the suitability and capacity of that zone for an emergency shelter. For example, identifying the number of parcels, typical parcels’ sizes, whether the sites are nonvacant, and the potential capacity for adaptive reuse. To analyze the suitability of the zone, the element should also include information on surrounding uses, access to services and whether conditions are fit for human habitation. The element should clarify consistency with statutory requirements regarding parking.
Based on this analysis, programs must be added or modified to address any identified constraints.
For your information, effective January 1, 2008, if a local government cannot identify a zone to permit emergency shelters without a discretionary action, a program must have been implemented to amend zoning within one year of the adoption of the housing element. Given this time period has passed, HCD cannot find the element to comply with statutory requirements until the appropriate zoning is complete.
• Transitional and Supportive Housing: Transitional and supportive housing must be permitted as residential uses in all zones allowing residential uses and only subject to those restrictions that apply to other residential dwellings of the same type in the same zone. Instead, the element indicates these uses are excluded from several residential zones. The element must demonstrate compliance with statutory requirements or add or modify programs to amend zoning as appropriate. • Employee Housing: While the element references a program is added in Section 4:
Housing Plan to amend the City’s development standards regarding the Employee Housing Act (Health and Safety Code, § 17000 et seq.), specifically, sections 17021.5 and 17021.6, no corresponding program could be found. Section 17021.5 requires employee housing for six or fewer employees to be treated as a singlePage 358 of 365
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family structure and permitted in the same manner as other dwellings of the same type in the same zone. Section 17021.6 requires employee housing consisting of no more than 12 units or 36 beds to be permitted in the same manner as other agricultural uses in the same zone. The element must demonstrate compliance with these requirements or add or modify programs as appropriate. • Single Room Occupancy (SRO) Units: The element must demonstrate zoning available to encourage and facilitate single room occupancy or include programs as appropriate to establish appropriate zoning.
• Accessory Dwelling Units (ADUs): The element includes a brief and generic description of ADUs but it should also demonstrate compliance with statutory requirements and add or modify programs if necessary.
4. An analysis of potential and actual governmental constraints upon the maintenance, improvement, or development of housing for all income levels, including the types of housing identified in paragraph (1) of subdivision (c), and for persons with disabilities as identified in the analysis pursuant to paragraph (7), including land use controls, building codes and their enforcement, site improvements, fees and other exactions required of developers, and local processing and permit procedures... (Gov. Code, § 65583, subd. (a)(5).)
Land-Use Controls: The element must analyze all relevant land use controls impacts as potential constraints on a variety of housing types (e.g., multifamily rental housing, mobilehomes, transitional housing). The analysis must also evaluate the cumulative impacts of land use controls on the cost and supply of housing, including the ability to achieve maximum densities and cost and supply of housing. Specifically: the element includes minimum lot sizes for multifamily developments (p. 3-9); however, identified sites (Appendix B) include sites smaller than the minimize lot sizes. The element must include a program to mitigate this constraint or remove sites that do not meet minimum lot size requirements.
In addition, on page 3-10, the analysis acknowledges that maximum building heights may be a constraint on multifamily development and as a result, the element should include a corresponding program.
Local Processing and Permit Procedures: The element must describe and analyze the City’s permit processing and approval procedures by zone and housing type (e.g., multifamily rental housing, mobilehomes, housing for agricultural employees, supportive housing). The analysis must evaluate the processing and permit procedures’ impacts as potential constraints on housing supply and affordability. For example, the analysis should consider processing and approval procedures and time for typical single- and multi-family developments, including type of permit, level of review, approval findings and any discretionary approval procedures. For additional information and sample analysis, see the Building Blocks at http://www.hcd.ca.gov/community-development/buildingblocks/constraints/processing-permitting-procedures.shtml.
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In addition, the element must describe and analyze the design review guidelines and process, including approval procedures and decision-making criteria, for their impact as potential constraints on housing supply and affordability. For example, the analysis could describe required findings and discuss whether objective standards and guidelines improve development certainty and mitigate cost impacts. The element must demonstrate this process is not a constraint or it must include a program to address this permitting requirement, as appropriate.
On/Off-Site Improvements: The element provides a general description of on- and offsite improvements on page 3-26, but it must identify and analyze actual improvement standards (e.g., minimum street width) for impacts on housing supply and cost. For additional information and a sample analysis, see the Building Blocks at http://www.hcd.ca.gov/community-development/building-blocks/constraints/codes-andenforcement-on-offsite-improvement-standards.shtml.
Codes and Enforcement: The element must describe the City’s building and zoning code enforcement processes and procedures, including any local amendments to the building code, and analyze their impact as potential constraints on housing supply and affordability. For additional information and a sample analysis, see the Building Blocks at http://www.hcd.ca.gov/community-development/building-blocks/constraints/codesand-enforcement-on-offsite-improvement-standards.shtml.
Local Ordinances: The element must specifically analyze any locally adopted ordinances such as inclusionary ordinances or short-term rental ordinances that directly impact the cost and supply of residential development. The analysis should demonstrate local efforts to remove governmental constraints that hinder the locality from meeting its share of the regional housing need and from meeting the need for housing for persons with disabilities, supportive housing, transitional housing, and emergency shelters.
Zoning, Development Standards and Fees: The element must clarify its compliance with new transparency requirements for posting all zoning, development standards and fees for each parcel on the jurisdictions’ website and add a program to address these requirements if necessary.
Housing for Persons with Disabilities: The element states the City has a reasonable accommodation procedure (p. 3-15), but it should also analyze the procedure for potential constraints. The analysis should address the process, application requirements and approval findings. In addition, the element indicates on page 3-13 that both small and large group homes are subject to a Small Group Homes Permit (SGHP) or an Administrative Use Permit (AUP) in several residential zones within the City but must also analyze these processes and procedures as potential constraints.
Depending on its analysis, the element must add or modify programs as appropriate.
5. An analysis of potential and actual nongovernmental constraints upon the maintenance, improvement, or development of housing for all income levels, including the availability of financing, the price of land, the cost of construction, the requests to develop housing at densities below those anticipated in the analysis required by
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subdivision (c) of Government Code section 65583.2, and the length of time between receiving approval for a housing development and submittal of an application for building permits for that housing development that hinder the construction of a locality’s share of the regional housing need in accordance with Government Code section 65584. The analysis shall also demonstrate local efforts to remove nongovernmental constraints that create a gap between the locality’s planning for the development of housing for all income levels and the construction of that housing. (Gov. Code, § 65583, subd. (a)(6).)
Identified Densities and Approval Times: The element did not address these requirements. The element must address requests to develop housing at densities below those anticipated in the sites inventory and the length of time between receiving approval for housing development and submittal of application for building permits. The analysis must address any hinderances on housing development and programs should be added as appropriate.
6. Analyze any special housing needs such as elderly; persons with disabilities, including a developmental disability; large families; farmworkers; families with female heads of households; and families and persons in need of emergency shelter. (Gov. Code, § 65583, subd. (a)(7).)
While the element quantifies the City’s special needs populations, it must also analyze their special housing needs. For a complete analysis of each population group, the element should discuss challenges faced by the population, the existing resources to meet those needs (availability senior housing units, # of large units, # of deed restricted units, etc.,), an assessment of any gaps in resources, and proposed policies, programs, and funding to help address those gaps. As part of this analysis, the element should also identify the number of persons with developmental disabilities, elderly households by tenure and the characteristics of persons experiencing homelessness.
C. Housing Programs
1. Include a program which sets forth a schedule of actions during the planning period, each with a timeline for implementation, which may recognize that certain programs are ongoing, such that there will be beneficial impacts of the programs within the planning period, that the local government is undertaking or intends to undertake to implement the policies and achieve the goals and objectives of the Housing Element through the administration of land use and development controls, the provision of regulatory concessions and incentives, and the utilization of appropriate federal and state financing and subsidy programs when available. The program shall include an identification of the agencies and officials responsible for the implementation of the various actions. (Gov.
Code, § 65583, subd. (c).)
To have a beneficial impact in the planning period and achieve the goals and objectives of the housing element, programs must have specific commitment and timelines. However, programs are largely void of both specific commitments and timelines and must be
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revised. Examples include Programs H-1a (Implement Fair Housing Laws), H-1c (Accessibility for Persons with Disabilities), H-1f (Housing for Extremely Low-Income (ELI) Households), H-2e (Address Flooding Issues), H-3b (Maintain Inventory of Housing Sites, Including Infill Sites), H-3f (Monitoring Potential Constraints), and H-3g (Compliance with SB 35 Permit Streamlining Requirements). Other examples of programs that do not contain specific and clear commitments to complete a deliverable or action that will have a tangible and beneficial impact include Programs H-1a (Implement Fair Housing Laws), H1f (Housing for Extremely Low-Income (ELI) Households), H-3c (Accessory Dwelling Units), and H-3f (Monitoring Potential Constraints).
2. Identify actions that will be taken to make sites available during the planning period with appropriate zoning and development standards and with services and facilities to accommodate that portion of the city’s or county’s share of the regional housing need for each income level that could not be accommodated on sites identified in the inventory completed pursuant to paragraph (3) of subdivision (a) without rezoning, and to comply with the requirements of Government Code section 65584.09. Sites shall be identified as needed to facilitate and encourage the development of a variety of types of housing for all income levels, including multifamily rental housing, factory-built housing, mobilehomes, housing for agricultural employees, supportive housing, single-room occupancy units, emergency shelters, and transitional housing. (Gov. Code, § 65583, subd. (c)(1).) As noted in Finding B3, the element does not include a complete site analysis, therefore, the adequacy of sites and zoning were not established. Based on the results of a complete sites inventory and analysis, the City may need to add or revise programs to address a shortfall of sites or zoning available to encourage a variety of housing types.
In addition, Program H-1e (Supportive Housing and Low Barrier Navigation Centers) states the City will process these uses as required if applications are received. However, the City must proactively amend zoning to be inclusive of a variety of housing types. The Program should include clear and specific to amend zoning by a date certain early in the planning period.
3. The Housing Element shall contain programs which assist in the development of adequate housing to meet the needs of extremely low-, very low-, low- and moderate-income households. (Gov. Code, § 65583, subd. (c)(2).)
While the element includes various Programs such as H-1d (Housing for Special Needs) and H-1f (Housing for Extremely Low-Income Households), these programs should be revised with specific and proactive action with timing toward actual outcomes such as outreach efforts with developers of affordable housing on an annual basis. Other examples of Programs that should be revised include H-1b (Emergency Shelters and Homeless Facilities), H-1c (Accessibility for Persons with Disabilities), H-2a (Facilitate Development of Affordable Housing) and H-2f (Coordination for Entitlement Funding).
In addition, as noted on page 3-9, the element must include specific commitment by a specified date to amend the City’s ordinance in compliance with State Density Bonus Law.
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4. Address and, where appropriate and legally possible, remove governmental and nongovernmental constraints to the maintenance, improvement, and development of housing, including housing for all income levels and housing for persons with disabilities.
The program shall remove constraints to, and provide reasonable accommodations for housing designed for, intended for occupancy by, or with supportive services for, persons with disabilities. (Gov. Code, § 65583, subd. (c)(3).)
As noted in Findings B4 and B5, the element requires a complete analysis of potential governmental and non-governmental constraints. Depending upon the results of that analysis, the City may need to revise or add programs and address and remove or mitigate any identified constraints.
5. The Housing Element shall include programs to conserve and improve the condition of the existing affordable housing stock. (Gov. Code, § 65583, subd. (c)(4).) Because mobile homes represent a significant portion of the housing stock, the element should include specific actions (beyond enforcement) to conserve and improve this housing stock. For example, the element could include programs to utilize HCD’s Mobilehome Park Rehabilitation and Resident Ownership Program (MPRROP). For more information, see https://www.hcd.ca.gov/grants-funding/active-funding/mprrop.shtml.
6. Promote and affirmatively further fair housing opportunities and promote housing throughout the community or communities for all persons regardless of race, religion, sex, marital status, ancestry, national origin, color, familial status, or disability, and other characteristics protected by the California Fair Employment and Housing Act (Part 2.8 (commencing with Section 12900) of Division 3 of Title 2), Section 65008, and any other state and federal fair housing and planning law. (Gov. Code, § 65583, subd. (c)(5).) As noted in Finding B1, the element must include a complete assessment of fair housing.
Based on the outcomes of that analysis, the element must add or modify programs. For additional guidance on program requirements to AFFH, please see HCD’s guidance at https://www.hcd.ca.gov/community-development/housing-element/housing-elementmemos.shtml.
7. Develop a plan that incentivizes and promotes the creation of accessory dwelling units that can be offered at affordable rent, as defined in Section 50053 of the Health and Safety Code, for very low, low-, or moderate-income households. For purposes of this paragraph, “accessory dwelling units” has the same meaning as “accessory dwelling unit” as defined in paragraph (4) of subdivision (i) of Section 65852.2. (Gov. Code, § 65583, subd. (c)(7).) As indicated in Finding B3, given the City’s assumptions for ADUs exceed recent trends, the element should amend Program H-3c (Accessory Dwelling Units) with firm commitments and timelines to monitor permitted ADUs and affordability every other year and take appropriate action such as adjusting assumptions or rezoning withing a specified time (e.g., six months). The Program should also include clear commitment to amend the ordinance earlier in the planning period (e.g., within one year) and comply with state law in the meantime and take steps beyond exploring incentives and actually establish incentives by a specified date.
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D. Quantified Objectives
Establish the number of housing units, by income level, that can be constructed, rehabilitated, and conserved over a five-year time frame. (Gov. Code, § 65583, subd. (b)(1 & 2).)
While the element includes new construction objectives, the element should consider rehabilitation and conservation objectives beyond 0 units for the entire eight-year planning period.
E. Public Participation
Local governments shall make a diligent effort to achieve public participation of all economic segments of the community in the development of the Housing Element, and the element shall describe this effort. (Gov. Code, § 65583, subd. (c)(8).) While the element includes a general summary of the public participation process (Appendix C), it should also summarize the public comments and describe how they were considered and incorporated into the element. For example, the element indicates in several areas the need to address multi-generational housing needs but provides no summary or apparent programmatic response. For additional information, see the Building Blocks at http://www.hcd.ca.gov/community-development/building-blocks/getting-started/publicparticipation.shtml.
While the element describes public meetings, workshops, surveys and study sessions, moving forward, the City could employ additional methods for public outreach efforts in the future, particularly to include lower-income and special needs households and neighborhoods with higher concentrations of lower-income households. For example, the City could conduct targeted stakeholder interviews or establish a committee representative of lower-income households in future public outreach efforts.
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CHAIR
Steven Stewart
Palm Springs
VICE CHAIR
Steve Manos
Lake Elsinore
COMMISSIONERS
Arthur Butler
Riverside
John Lyon
Riverside
Russell Betts
Desert Hot Springs
Richard Stewart
Moreno Valley
Michael Geller
Riverside
STAFF
Director
Paul Rull
Simon A. Housman
Jackie Vega
Barbara Santos
County Administrative Center
4080 Lemon St.,14th Floor.
Riverside, CA 92501
(951) 955-5132
www.rcaluc.org
RIVERSIDE COUNTY
AIRPORT LAND USE COMMISSION
December 2, 2021
Monique Alaniz-Flejter, Project Planner
City of Hemet Planning Department
445 E. Florida Avenue
Hemet CA 92543
RE: AIRPORT LAND USE COMMISSION (ALUC) DEVELOPMENT REVIEW – DIRECTOR’S DETERMINATION
File No.: ZAP1067HR21
Related File No.: GPA21-001 (2021-2029 Housing Element Update, Safety Element Update, Environmental Justice Update)
APN: Citywide
Dear Ms. Alaniz-Flejter:
As authorized by the Riverside County Airport Land Use Commission (ALUC) pursuant to its Resolution No. 2011-02, as ALUC Director, I have reviewed City of Hemet Case No. GPA21- 001 (2021-2029 Housing Element Update, Safety Element Update, Environmental Justice Update), a proposal to update the City’s Housing, Safety Element, and Environmental Justice Element to be consistent with state law, identifying and analyzing the City’s housing needs and developing a work program consisting of City’s goals, policies, and objectives to develop housing. (No changes to the City’s land use designation or zoning are proposed). In addition, the City’s existing General Plan stipulates that any development within the airport influence area shall be consistent with the underlying airport land use compatibility criteria.
There are no development standard changes or changes to zoning and land use that would increase residential density or non-residential intensity within the proposed amendments.
Therefore, these amendments have no possibility for having an impact on the safety of air navigation within the portions of the Hemet-Ryan Airport Influence Area located within theCity of Hemet.
As ALUC Director, I hereby find the above-referenced project CONSISTENT with the 2017 Hemet-Ryan Airport Land Use Compatibility Plan.
If you have any questions, please contact me at (951) 955-6893.
Sincerely,
RIVERSIDE COUNTY AIRPORT LAND USE COMMISSION
______________________________________
Paul Rull, ALUC Director
cc: ALUC Case File
X:\AIRPORT CASE FILES\Hemet-Ryan\ZAP1067HR21\ZAP1067HR2121.LTR.doc
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City of Hemet
City Council Meeting
STAFF REPORT
Meeting: City Council Meeting - Jan 25 2022
Department: Public Works
Submitted by: Christopher Lopez, City Manager
Steve Loriso, City Engineer;
☐ Receive and File ☒ Consent Calendar ☐ Business Item ☐ Public Hearing TITLE:
A Resolution of the City Council of the City of Hemet, California, Approving Quitclaim Deeds Associated with the Tres Cerritos East Development Area (Located in Northwest Hemet at the Southwesterly Base of the Tres Cerritos Hills and is Bound by Devonshire Avenue Along the South, Cawston Avenue Along the East, Menlo Avenue Along the North, and Myers Street Along the West), and Authorize the City Manager to Execute all Quitclaim Deeds to Omni Financial, LLC RECOMMENDED ACTION:
It is respectfully recommended that the City Council:
Adopt A Resolution of the City Council of the City of Hemet, California, Approving Quitclaim Deeds associated with the Tres Cerritos East Development Area (located in northwest Hemet at the southwesterly base of the Tres Cerritos Hills and is bound by Devonshire Avenue along the south, Cawston Avenue along the east, Menlo Avenue along the north, and Myers Street along the west), and Authorize the City Manager to Execute all Quitclaim Deeds to Omni Financial, LLC.
BACKGROUND:
The original Tres Cerritos Country Club (TCCC) Specific Plan No. 90-009 (located in northwest Hemet at the southwesterly base of the Tres Cerritos Hills and is bound by Devonshire Avenue along the south, Cawston Avenue along the east, Menlo Avenue along the north, and Old Warren Road along the west) was originally conceived as a resort golf community. Features of the golf course were identified to serve as stormwater retention and drainage features for the development.
Through a series of Specific Plan Amendments over several years, the incorporation of a golf course was removed from the Tres Cerritos East Development Area. In 2016, Tract Map No. 36759 was recorded over the Tres Cerritos East Development Area and included the dedication of property to the City of Hemet for drainage purposes. Although the Specific Plan Amendments removed the requirements of a golf course, it was discovered that easements and conditions requiring the golf course were conveyed to the City of Hemet.
ANALYSIS:
14.A
There are two separate documents where the property was granted by the City of Hemet to individual property owners, as identified within the title report for the Tres Cerritos East Development Area. The current property owner (Omni Financial, LLC) has requested that the City execute the quitclaim of easement deeds, which will provide consistency between the title on the property and the requirements of the Specific Plan by removing any conditions and requirements for the construction of a golf course.
STRATEGIC PLAN INTEGRATION:
GOAL ONE: QUALITY OF LIFE:
To ensure that Hemet is safe, clean, attractive and comfortable for all who live, work, and visit.
The approval of the Quitclaim Deeds will enhance the visual appearance of the community through the continued processing of development associated with the Tres Cerritos East Development Area.
FISCAL IMPACT:
There is no Fiscal Impact associated with this City Council action.
ALTERNATIVE(S):
1. Do not approve the Quitclaim Deeds.
2. Provide alternate directions to staff.
REVIEWED BY LEGAL:
☒ Staff report ☒ Resolution
☐ Ordinance ☐ Agreement
ATTACHMENT(S):
Attachment 1: Reso-01252022_quitclaim
Attachment 2: Hemet quit claim deed-inst_559159
Attachment 3: Hemet quit claim deed-inst_111288
14.A
CITY COUNCIL RESOLUTION NO. 2022-xxx
CITY OF HEMET
Hemet, California
RESOLUTION NO. 2022-XXX
A RESOLUTION OF THE
CITY COUNCIL OF THE CITY
OF HEMET, CALIFORNIA,
APPROVING QUITCLAIM
DEEDS ASSOCIATED WITH
THE TRES CERRITOS EAST
DEVELOPMENT AREA
(LOCATED IN NORTHWEST
HEMET AT THE
SOUTHWESTERLY BASE OF
THE TRES CERRITOS HILLS
AND IS BOUND BY
DEVONSHIRE AVENUE
ALONG THE SOUTH,
CAWSTON AVENUE ALONG
THE EAST, MENLO AVENUE
ALONG THE NORTH, AND
MYERS STREET ALONG
THE WEST), AND
AUTHORIZE THE CITY
MANAGER TO EXECUTE
ALL QUITCLAIM DEEDS TO
OMNI FINANCIAL, LLC.
WHEREAS, the original Tres Cerritos Country
Club (TCCC) Specific Plan No. 90-009 (located in
northwest Hemet at the southwesterly base of the
Tres Cerritos Hills and is bound by Devonshire
Avenue along the south, Cawston Avenue along the
east, Menlo Avenue along the north, and Old Warren
Road along the west) was originally conceived as a
resort golf community, and incorporated drainage
features within the golf course area; and
14.A
CITY COUNCIL RESOLUTION NO. 2022-xxx
WHEREAS, Specific Plan Amendments
removed the incorporation of a golf course within the
TCCC and subsequent Specific Plan Amendments;
and
WHEREAS, Final Tract Map No. 36759, which
covers the area of the Tres Cerritos East
Development, dedicated to the City of Hemet property
for drainage purposes; and
WHEREAS, current title information for the Tres
Cerritos East Development Area contains the
easements and conditions requiring the golf course
were conveyed to the City of Hemet.
NOW, THEREFORE, THE CITY COUNCIL OF
THE CITY OF HEMET DOES HEREBY FIND AND
RESOLVE TO:
Approve the Quitclaim Deeds associated
with the Tres Cerritos East Development
Area, and Authorize the City Manager to
execute all Quitclaim Deeds to Omni
Financial, LLC.
14.A
CITY COUNCIL RESOLUTION NO. 2022-xxx
PASSED, APPROVED AND ADOPTED this
25th day of January 2022.
____________________________
Malcolm Lilienthal, Mayor
ATTEST:
_____________________________
John Paul Maier, City Clerk
14.A
CITY COUNCIL RESOLUTION NO. 2022-xxx
State of California )
County of Riverside )
City of Hemet )
I, John Paul Maier, City Clerk of the City of
Hemet, do hereby certify that the foregoing resolution
was adopted by the Hemet City Council on the 25th
day of January 2022, and was passed by the
following vote:
AYES: Council Members:
NOES: Council Members:
ABSTAIN: Council Members:
ABSENT: Council Members:
_____________________________
John Paul Maier, City Clerk
14.A
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RECORDING REQUESTEDBY
Omni Financial, LLC
AND WHEN RECORDED MAIL DOCUMENT TO:
Omni Financial,LLC
1260 41st Ave., Suite 0
Capitola, CA 95010
Space Above Thisfor Only Use Recorder' s A,P_N_: See Legal Description File No.:
The UndersignedGrantor(s) Declare(s):
CFW TRANSFERTAX$ No Funds exchanged
DOCUMENTARYTRANSFERTAX$
SURVEYMONUMENTFEE$
[ ] computed on the considerationor full value of property conveyed, OR [ ] computed on the consideration or fullvalue less value of liens and/orencumbrances rem aini
ng
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[ ] unincorporated area; [ ] City of and
SURVEYMONUMENTFEE$
QUITCLAIMDEED
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14.A
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RECORDING REQUESTEDBY
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AND WHENRECORDED MAIL DOCUMENT TO:
Omni Financial,LLC
1260 41st Ave., Suite 0
Capitola, CA 95010
Space Above Thisfor Recorder's only Use
A_P.N.: See Legal Description No,: File
The Undersigned Grantor(s) Dec|are(s):
CITYTRANSFERTAX$ No Funds exchanqed
DOCUMENTARYTRANSFERTAX$
SURVEYMONUMENTFEE$
[ ] computed on the considerationor full value of property conveyed, OR [ ] computed on the consideration or full value less value of liens and/orencumbrances rem aini
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SURVEYMONUMENTFEE$
QUITCLAIMDEED
FOR A VALUABLECONSIDERATION, receipt of which is hereby acknowledged, City of Municipal aHemet, Corporation hereby remise, release and forever quitclaim to Omni Financial, LLC, a CaliforniaLiability Company the following describ
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r
o
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ANYANDALLEASEM
ENT
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288
OFFICI RECORDS.
AL
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IS
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14.A
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14.A
14.A
City of Hemet
City Council Meeting
STAFF REPORT
Meeting: City Council Meeting - Jan 25 2022
Department: Community Development
Submitted by: Christopher Lopez, City Manager
H. P. Kang, Community Development Director;
☐ Receive and File ☒ Consent Calendar ☐ Business Item ☐ Public Hearing TITLE:
A Resolution of the City Council of the City of Hemet, California, Approving a New Agreement for Services Between the City of Hemet and Epic Land Solutions, Inc. for Providing the Real Estate Broker Services for the Property Located at the Northwest Corner of Stetson Avenue and Sanderson Avenue (APN 456-050-044), Zoned Community Commercial, 17.83 acres in Size, Authorizing the City Manager to Execute the Agreement Through December 2022 for an Amount Not to Exceed $50,000 for on-call Services for Additional City-Owned Properties in the Surplus Land List of the City of Hemet RECOMMENDED ACTION:
It is respectfully recommended that the City Council:
Adopt a Resolution of the City Council of the City of Hemet, California, approving a New Agreement for Services between the City of Hemet and Epic Land Solutions, Inc. for providing the Real Estate Broker Services for the property located at the Northwest corner of Stetson Avenue and Sanderson Avenue (APN 456-050-044), zoned Community Commercial, 17.83 Acres in size, authorizing the City Manager to execute the agreement through December 2022 for an amount not to exceed $50,000 for on-call services for additional city-owned properties in the surplus land list of the City of Hemet.
BACKGROUND:
The Surplus Land Act requires all local agencies to prioritize affordable housing, as well as parks and open space when disposing of surplus land. New legislation, which took effect on January 1, 2020, requires that before a local agency takes any action to dispose of land, the land must be declared either “surplus land” or “exempt surplus land,” as supported by written findings. This new law was part of an effort by the State to make the extensive inventory of local agency property held for future use available for development as affordable housing. The new law also declares that holding property for the purpose of future industrial, commercial or retail development is no longer considered public use.
Additionally, California Government Code section 54221(b)(1) requires that the land be declared “surplus land” or “exempt surplus land” before a local agency may take any action to dispose of it consistent with an agency’s policies or procedures.
14.B
Prior to making any recommendations to Council, staff analyzed the feasibility of utilizing the city-owned property for community use and determined that it could not be utilized due to the unimproved condition of the property and the cost associated with the improvements.
As a result, on June 23, 2020, and on September 8, 2020, the City Council identified a total of eight parcels to be placed on the Surplus Land List, which is identified below.
APN ADDRESS ACRES ZONING GPLU
1 456050044
Northwest
corner of
Stetson &N
Sanderson
17.83 SP07-04
Stetson
Crossing
Community
Commercial
(CC)
2 444340004 2100 W. Menlo 1.65
Neighborhood
Commercial
(C-1)
Neighborhood
Commercial
(NC)
3 448140012 0.34
General
Commercial
(C-2)
Community
Commercial
(CC)
4 432170019 1871 Warren
Rd 39.10 Public Institution (PI)
Public
Facilities (PF)
5 443140013
410 E
Devonshire
Ave
0.23 SP16-001/
TOD
Mixed Use
(MU)
6 443245001 555 St John Pl 0.37 SP16-001/
OP-MU
Office
Professional
(OP)
7 443245003 510 E Florida 0.53 SP16-001/ OP Mixed Use
(MU)
8 443201022 240 N.
Harvard 0.04 SP16-16-001 Mixed Use(MU)
After this determination was made, staff followed the procedures set forth in the California Government Code section 54220 et seq, requiring the offer of sale or lease of surplus land to certain public entities for a period of 60 days with the number one priority being the Stetson Crossings Property. Staff made the property available to those required under State law and received interest from two potential buyers, however, both parties have withdrawn their interest in the property. Therefore, the City is moving forward on the sale of the surplus land.
ANALYSIS:
On September 27, 2021, the City of Hemet requested a Request for Proposal (RFP) from qualified real estate brokerage firms. The RFP closed on October 11, 2021, at 12:00 PM and the City of Hemet received five (5) proposals. The proposals were reviewed based on the scope of work, schedule, and cost estimate to complete the work. The proposers also identified the compensation based on the fixed amount or percentage of the sale price of the property.
On December 14, 2021, the City Council pulled the consent item based on the request of Michael Perciful (SoCal Realtors and Associates) to discuss the item. Mr. Perciful requested that the City review his proposal after being unable to provide a proposal by the deadline due to Covid-19.
14.B
The City Council allowed Mr. Perciful to submit his proposal with a vote of 5-0.
On December 30, 2021, the City received SoCal Realtors and Associates RFP for the on-Call broker's services. Staff evaluated the proposal with the same criteria outlined in the RFP process.
The RFP also included future real estate broker services for additional properties owned by the city.
The full analysis of the proposals identified that a fixed amount would be most cost-efficient.
Staff is recommending the award of the real estate broker service to EPIC Land Solutions, Inc. as the most responsive and responsible bid, and to represent the City in the real estate transaction under the City's direction for the Stetson Crossings Property and additional properties on an as-needed basis.
DISCUSSION:
The eight properties that the City Council placed on the surplus land list are ranked in priority of potential development in the future. The size of the land and the most versatility in potential uses in the future were considered as the top criteria for the ranking. The commercially zoned properties not in the specific plan have the most flexibility in future development.
In the future, additional city-owned properties will be brought before the council for placing on the Surplus Land list, which will also include additional brokers from the RFP list.
STRATEGIC PLAN INTEGRATION:
GOAL ONE: QUALITY OF LIFE:
To ensure that Hemet is safe, clean, attractive and comfortable for all who live, work, and visit.
The proposed action aligns with Council adopted objective: Enhance the visual appearance of the community to make it attractive and reduce blight. The future development of the property would eliminate blight and promote neighborhood livability and sustainability.
GOAL TWO: ECONOMIC OPPORTUNITY
To ensure that Hemet is a hub, with access to quality jobs, shopping options, and a varied and sustained tax base.
The proposed action aligns with Council adopted objective: Provide resources for new businesses to enhance the customer service experience. The sale proceeds and property tax generated may provide funding to enhance City services.
FISCAL IMPACT:
The real estate broker services require a cost of $14,350 for the property identified at the northwest corner of Sanderson and Stetson Avenues. However, the RFP also requested that the real estate brokerage firm be listed in future on-call real estate broker services for other city-owned real properties.
Funding exists in the FY2021-2022 budget to cover the cost of service for the property at the northwest corner of Sanderson and Stetson Avenues. Should Staff require additional funding up to the contract amount of $50,000 for service at any of the other properties listed above prior to the sunset of this agreement, a supplemental appropriation request will be brought forward at that time.
14.B
ATTACHMENT(S):
Attachment 1: CC Resolution EPIC Land Solutions
Attachment 2: EPIC Land Solutions Inc Agreement for Services Attachment 3: Epic Land Solutions
Attachment 4: CBRE
Attachment 5: Kosmont Realty
Attachment 6: Range Partners
Attachment 7: ReMax
Attachment 8: SoCal Realtors and Associates
14.B
CITY COUNCIL RESOLUTION NO. 2022-xxx
CITY OF HEMET
Hemet, California
RESOLUTION NO.
A RESOLUTION OF THE
CITY COUNCIL OF THE
CITY OF HEMET,
CALIFORNIA, APPROVING
A NEW AGREEMENT FOR
SERVICES BETWEEN THE
CITY OF HEMET AND
EPIC LAND SOLUTIONS,
INC. FOR PROVIDING THE
REAL ESTATE BROKER
SERVICES FOR THE
PROPERTY LOCATED AT
THE NORTHWEST
CORNER OF STETSON
AVENUE AND
SANDERSON AVENUE
(APN NO. 456-050-044),
ZONED COMMUNITY
COMMERCIAL, 17.83
ACRES IN SIZE,
AUTHORIZING THE CITY
MANAGER TO EXECUTE
THE AGREEMENT
THROUGH DECEMBER
2022, AND AUTHORIZING
THE CITY MANAGER TO
UTILIZE THE GENERAL
FUND IN THE AMOUNT OF
$14,350 AND NOT TO
EXCEED A TOTAL
AMOUNT OF $50,000 FOR
ON-CALL SERVICES FOR
ADDITIONAL CITY
OWNED PROPERTIES IN
THE SURPLUS LAND LIST
OF THE CITY OF HEMET.
14.B
CITY COUNCIL RESOLUTION NO. 2022-xxx
WHEREAS, in 2019, Governor Newsom took
several actions to make state and local public lands
available for affordable housing development; and
WHEREAS, Assembly Bill 1486 (Ting, 2019)
aims to connect developers who are interested in
building more affordable homes on surplus local
public land that is both available and suitable for
housing development; and
WHEREAS, beginning January 1, 2020, local
agencies (cities, counties, and special districts) must send notices about available, surplus local public land to HCD, any local public entity within the jurisdiction where the surplus local land is located, and
developers who have notified HCD of their interest in
developing affordable housing on surplus local public
land; and
WHEREAS, beginning January 1, 2021, prior to
agreeing to terms to dispose of surplus property, local agencies (cities, counties, and special districts) must send a description of notices of availability sent, and negotiations conducted, in addition to a copy of any
restrictions to be recorded against the property, to
HCD for review using HCD forms; and.
WHEREAS, the City of Hemet has followed the
Surplus Land Act in accordance with the adopted AB
1486; and
WHEREAS, the City of Hemet owns real
property located at the northwest corner of Stetson
Avenue and North Sanderson Avenue also known as
14.B
CITY COUNCIL RESOLUTION NO. 2022-xxx
Riverside County Assessor’s Parcel Number 456-050-
044 (“Property”); and
WHEREAS, the Property consists of
approximately 17.83 acres; and
WHEREAS, the Property was acquired and has
remained vacant; and
WHEREAS, staff analyzed the feasibility of
utilizing the Property and determines it is infeasible
due to [unimproved condition of the property and the
cost associated with the improvements]; and
WHEREAS, the sale proceeds and property tax
generated may provide funding to enhance City
services, and the future development of the Property
would eliminate blight and promote neighborhood
livability and sustainability; and
WHEREAS, the City of Hemet requested
Request for Proposal (RFP) to qualified real estate
brokerage firms for the preparation on September 27,
2021; and
WHEREAS, the City of Hemet RFP closed on
October 11, 2021 at 12:00 PM; and
WHEREAS, the City of Hemet received five (5)
proposals; and
WHEREAS, on December 14, 2021, city council
allowed one additional RFP to be submitted; and
WHEREAS, the proposals were reviewed
based on the scope of work, schedule, and cost
14.B
CITY COUNCIL RESOLUTION NO. 2022-xxx
estimate to complete the work, and selected EPIC
Land Solution, Inc firm to represent the city in the real estate transaction under the City's direction; and
WHEREAS, the City of Hemet City Council
approved a professional services agreement between
the City of Hemet and EPIC Land Solutions, Inc. for
preparation of real estate transaction and associated
work for property located at the Northwest corner of
Stetson and Sanderson Avenues; and
WHEREAS, the City of Hemet entered into an
agreement with EPIC Land Solutions, Inc. on January
25, 2022, to represent the City of Hemet in Real
Estate transaction for real properties that are listed in the surplus land list of the City of Hemet; and
NOW, THEREFORE, the City Council of the
City of Hemet does hereby find and resolve:
SECTION 1. Authorize the City Manager to
execute the new Agreement with EPIC Land
Solutions, Inc. to start January 25, 2022 and expire on December 14, 2022.
SECTION 2. Authorize the City Manager to
utilize the General Fund in the amount of $14,350 and
not to Exceed a Total Amount of $50,000 for on-call
services for additional city owned properties in the
surplus land list of the City of Hemet.
SECTION 3. The City of Hemet shall be subject
to the terms and conditions as specified in the
Standard Agreement. Funds are to be used for
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CITY COUNCIL RESOLUTION NO. 2022-xxx
allowable expenditures as specifically identified in the Standard Agreement. Any and all activities funded,
information provided, and timelines represented in the
application will be enforceable thorough the executed
Standard Agreement.
PASSED, APPROVED AND ADOPTED this
___ day of ____________, 2022.
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,
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May Page 22 of 172
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CITY COUNCIL RESOLUTION NO. 2022-xxx
or
ATTEST:
_____________________________
John P. Maier, City Clerk
State of California )
County of Riverside )
City of Hemet )
I, John P. Maier, City Clerk of the City of Hemet,
do hereby certify that the foregoing resolution was
adopted by the Hemet City Council on the _____ day
of ____________, 2022, and was passed by the
following vote:
AYES: Council Members:
NOES: Council Member:
ABSTAIN: Council Member:
ABSENT: Council Member:
_________________________________
John P. Maier, City Clerk
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CITY COUNCIL RESOLUTION NO. 2022-xxx
Exhibit A: Agreement for Real Estate Broker
Services
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EXHIBIT A
Agreement for Real Estate Broker Services
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PROFESSIONAL SERVICES AGREEMENT
By and Between
THE CITY OF HEMET,
a California municipal corporation
and
EPIC Land Solutions, Inc.
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PROFESSIONAL SERVICES AGREEMENT
BETWEEN THE CITY OF HEMET, CALIFORNIA AND EPIC LAND SOLUTIONS, INC.
This Professional Services Agreement (“Agreement”) is entered into as of this 21st day of October, 2021 by and between the City of Hemet, a California municipal corporation (“City”) and EPIC Land Solutions, Inc. (“Contractor”). City and Contractor are sometimes hereinafter individually referred to as “Party” and hereinafter collectively referred to as the “Parties.”
RECITALS
A. City has sought by a request for proposal the performance of the OnCall Real Estate Broker Services defined and described particularly in Section 2 of this Agreement.
B. Contractor was selected by the City to perform those services.
C. Contractor was selected by the City on the basis of Contractor’s demonstrated competence and the professional qualifications necessary for the satisfactory performance of the services required.
D. Pursuant to the City of Hemet’s Municipal Code, City has authority to enter into this Professional Services Agreement and the City Manager has authority to execute this Agreement.
E. The Parties desire to formalize the selection of Contractor for performance of those services defined and described particularly in Section 2 of this Agreement and desire that the terms of that performance be as particularly defined and described herein.
OPERATIVE PROVISIONS
NOW, THEREFORE, in consideration of the mutual promises and covenants made by the Parties and contained herein and other consideration, the value and adequacy of which are hereby acknowledged, the Parties agree as follows:
SECTION 1. TERM OF AGREEMENT.
(a) Subject to the provisions of Section 20 "Termination of Agreement" of this Agreement, the Term of this Agreement is for 1 year commencing on the date first ascribed above, City shall be granted two (2) one (1) year options to extend the Term of the Agreement. City shall exercise option(s) by written notice to Service Provider at least thirty (30) days prior to the end of the existing term. (b) The City may, in its sole discretion, unilaterally exercise an option to extend the Agreement on a month-to-month basis following expiration on the same terms and conditions, including compensation as set forth in Section 4.
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(c) Contractor acknowledges that the Agreement term may extend over multiple City fiscal years, and that work and compensation under this Agreement is contingent on the City Council appropriating funding for and authorizing such work and compensation for those fiscal years. This Agreement may be terminated by the City at the end of a fiscal year when sufficient funding is not appropriated and authorized for the subsequent fiscal year. City is not obligated to pay Contractor for any amounts not duly appropriated and authorized by City Council.
SECTION 2. SCOPE OF SERVICES & SCHEDULE OF PERFORMANCE. (a) Scope of Services. Contractor agrees to perform the services set forth in Exhibit “A” “Scope of Services” (hereinafter, the “Services”) and made a part of this Agreement by this reference.
(b) Schedule of Performance. The Services shall be completed pursuant to the schedule specified in Exhibit “A.” Should the Services not be completed pursuant to that schedule, the Contractor shall be deemed to be in Default of this Agreement. The City, in its sole discretion, may choose not to enforce the Default provisions of this Agreement and may instead allow Contractor to continue performing the Services.
SECTION 3. ADDITIONAL SERVICES.
Contractor shall not be compensated for any work rendered in connection with its performance of this Agreement that are in addition to or outside of the Services unless such additional services are authorized in advance and in writing in accordance with Section 26 “Administration and Implementation” or Section 28 “Amendment” of this Agreement. If and when such additional work is authorized, such additional work shall be deemed to be part of the Services.
SECTION 4. COMPENSATION AND METHOD OF PAYMENT.
(a) Subject to any limitations set forth in this Agreement, City agrees to pay Contractor the amounts specified in Exhibit “B” “Compensation” and made a part of this Agreement by this reference. The per parcel compensation, including reimbursement for actual expenses, shall not exceed fourteen thousand three hundred fifty dollars ($14,350) per parcel and the total compensation, including reimbursement for actual expenses, shall not exceed fifty thousand ($50,000), unless additional compensation is approved in writing in accordance with Section 26 “Administration and Implementation” or Section 28 “Amendment” of this Agreement.
(b) Each month Contractor shall furnish to City an original invoice for all work performed and expenses incurred during the preceding month. The invoice shall detail charges by the following categories: labor (by sub-category), travel, materials, equipment, supplies, and subconsultant contracts. Subconsultant charges shall be detailed by the following categories: labor, travel, materials, equipment and supplies. If the compensation set forth in subsection (a) and Exhibit “B” include payment of labor on an hourly basis (as opposed to labor and materials being paid as a lump sum), the labor
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category in each invoice shall include detailed descriptions of tasks performed and the amount of time incurred for or allocated to that task. City shall independently review each invoice submitted by the Contractor to determine whether the work performed and expenses incurred are in compliance with the provisions of this Agreement. In the event that no charges or expenses are disputed, the invoice shall be approved and paid according to the terms set forth in subsection (c). In the event any charges or expenses are disputed by City, the original invoice shall be returned by City to Contractor for correction and resubmission.
(c) Except as to any charges for work performed or expenses incurred by Contractor which are disputed by City, City will use its best efforts to cause Contractor to be paid within forty-five (45) days of receipt of Contractor’s correct and undisputed invoice.
(d) Payment to Contractor for work performed pursuant to this Agreement shall not be deemed to waive any defects in work performed by Contractor.
SECTION 5. INSPECTION AND FINAL ACCEPTANCE.
City may inspect and accept or reject any of Contractor’s work under this Agreement, either during performance or when completed. City shall reject or finally accept Contractor’s work within sixty (60) days after submitted to City. City shall reject work by a timely written explanation, otherwise Contractor’s work shall be deemed to have been accepted. City’s acceptance shall be conclusive as to such work except with respect to latent defects, fraud and such gross mistakes as amount to fraud.
Acceptance of any of Contractor’s work by City shall not constitute a waiver of any of the provisions of this Agreement including, but not limited to, Section 16 “Indemnification” and Section 17 “Insurance.”
SECTION 6. OWNERSHIP OF DOCUMENTS.
All original maps, models, designs, drawings, photographs, studies, surveys, reports, data, notes, computer files, files and other documents prepared, developed or discovered by Contractor in the course of providing the Services pursuant to this Agreement shall become the sole property of City and may be used, reused or otherwise disposed of by City without the permission of the Contractor. Upon completion, expiration or termination of this Agreement, Contractor shall turn over to City all such original maps, models, designs, drawings, photographs, studies, surveys, reports, data, notes, computer files, files and other documents.
If and to the extent that City utilizes for any purpose not related to this Agreement any maps, models, designs, drawings, photographs, studies, surveys, reports, data, notes, computer files, files or other documents prepared, developed or discovered by Contractor in the course of providing the Services pursuant to this Agreement, Contractor’s guarantees and warranties in Section 9 “Standard of Performance” of this Agreement shall not extend to such use of the maps, models, designs, drawings,
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photographs, studies, surveys, reports, data, notes, computer files, files or other documents.
SECTION 7. CONTRACTOR'S BOOKS AND RECORDS.
(a) Contractor shall maintain any and all documents and records demonstrating or relating to Contractor’s performance of the Services. Contractor shall maintain any and all ledgers, books of account, invoices, vouchers, canceled checks, or other documents or records evidencing or relating to work, services, expenditures and disbursements charged to City pursuant to this Agreement. Any and all such documents or records shall be maintained in accordance with generally accepted accounting principles and shall be sufficiently complete and detailed so as to permit an accurate evaluation of the services provided by Contractor pursuant to this Agreement.
Any and all such documents or records shall be maintained for three (3) years from the date of execution of this Agreement and to the extent required by laws relating to audits of public agencies and their expenditures.
(b) Any and all records or documents required to be maintained pursuant to this section shall be made available for inspection, audit and copying, at any time during regular business hours, upon request by City or its designated representative. Copies of such documents or records shall be provided directly to the City for inspection, audit and copying when it is practical to do so; otherwise, unless an alternative is mutually agreed upon, such documents and records shall be made available at Contractor’s address indicated for receipt of notices in this Agreement. (c) Where City has reason to believe that any of the documents or records required to be maintained pursuant to this section may be lost or discarded due to dissolution or termination of Contractor’s business, City may, by written request, require that custody of such documents or records be given to the City. Access to such documents and records shall be granted to City, as well as to its successors-in-interest and authorized representatives.
SECTION 8. INDEPENDENT CONTRACTOR.
(a) Contractor is and shall at all times remain a wholly independent contractor and not an officer, employee or agent of City. Contractor shall have no authority to bind City in any manner, nor to incur any obligation, debt or liability of any kind on behalf of or against City, whether by contract or otherwise, unless such authority is expressly conferred under this Agreement or is otherwise expressly conferred in writing by City. (b) The personnel performing the Services under this Agreement on behalf of Contractor shall at all times be under Contractor’s exclusive direction and control.
Neither City, nor any elected or appointed boards, officers, officials, employees or agents of City, shall have control over the conduct of Contractor or any of Contractor’s officers, employees, or agents except as set forth in this Agreement. Contractor shall not at any time or in any manner represent that Contractor or any of Contractor’s
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officers, employees, or agents are in any manner officials, officers, employees or agents of City.
(c) Neither Contractor, nor any of Contractor’s officers, employees or agents, shall obtain any rights to retirement, health care or any other benefits which may otherwise accrue to City’s employees. Contractor expressly waives any claim Contractor may have to any such rights.
SECTION 9. STANDARD OF PERFORMANCE.
Contractor represents and warrants that it has the qualifications, experience and facilities necessary to properly perform the Services required under this Agreement in a thorough, competent and professional manner. Contractor shall at all times faithfully, competently and to the best of its ability, experience and talent, perform all Services. In meeting its obligations under this Agreement, Contractor shall employ, at a minimum, generally accepted standards and practices utilized by persons engaged in providing services similar to the Services required of Contractor under this Agreement, and shall use such skill, prudence, and diligence as other members of Contractor’s profession commonly possess and exercise. In addition to the general standards of performance set forth this section, additional specific standards of performance and performance criteria may be set forth in Exhibit “A” “Scope of Work” that shall also be applicable to Contractors work under this Agreement. Where there is a conflict between a general and a specific standard of performance or performance criteria, the specific standard or criteria shall prevail over the general.
SECTION 10. COMPLIANCE WITH APPLICABLE LAWS; PERMITS AND LICENSES.
Contractor shall keep itself informed of and comply with all applicable federal, state and local laws, statutes, codes, ordinances, regulations and rules in effect during the term of this Agreement. Contractor shall obtain any and all licenses, permits and authorizations necessary to perform the Services set forth in this Agreement. Neither City, nor any elected or appointed boards, officers, officials, employees or agents of City, shall be liable, at law or in equity, as a result of any failure of Contractor to comply with this section.
SECTION 11. PREVAILING WAGE LAWS.
It is the understanding of City and Contractor that California prevailing wage laws do not apply to this Agreement because the Agreement does not involve any of the following services subject to prevailing wage rates pursuant to the California Labor Code or regulations promulgated thereunder: Construction, alteration, demolition, installation, or repair work performed on public buildings, facilities, streets or sewers done under contract and paid for in whole or in part out of public funds. In this context, “construction" includes work performed during the design and preconstruction phases of construction including, but not limited to, inspection and land surveying work.
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SECTION 12. NONDISCRIMINATION.
Contractor shall not discriminate, in any way, against any person on the basis of race, color, religious creed, national origin, ancestry, sex, age, physical handicap, medical condition or marital status in connection with or related to the performance of this Agreement.
SECTION 13. UNAUTHORIZED ALIENS.
Contractor hereby promises and agrees to comply with all of the provisions of the Federal Immigration and Nationality Act, 8 U.S.C.A. §§ 1101, et seq., as amended, and in connection therewith, shall not employ unauthorized aliens as defined therein.
Should Contractor so employ such unauthorized aliens for the performance of the Services, and should the any liability or sanctions be imposed against City for such use of unauthorized aliens, Contractor hereby agrees to and shall reimburse City for the cost of all such liabilities or sanctions imposed, together with any and all costs, including attorneys' fees, incurred by City.
SECTION 14. CONFLICTS OF INTEREST.
(a) Contractor covenants that neither it, nor any officer or principal of its firm, has or shall acquire any interest, directly or indirectly, which would conflict in any manner with the interests of City or which would in any way hinder Contractor’s performance of the Services. Contractor further covenants that in the performance of this Agreement, no person having any such interest shall be employed by it as an officer, employee, agent or subcontractor without the express written consent of the City Manager. Contractor agrees to at all times avoid conflicts of interest or the appearance of any conflicts of interest with the interests of City in the performance of this Agreement.
(b) City understands and acknowledges that Contractor is, as of the date of execution of this Agreement, independently involved in the performance of non-related services for other governmental agencies and private parties. Contractor is unaware of any stated position of City relative to such projects. Any future position of City on such projects shall not be considered a conflict of interest for purposes of this section. (c) City understands and acknowledges that Contractor will, perform nonrelated services for other governmental agencies and private parties following the completion of the Services under this Agreement. Any such future service shall not be considered a conflict of interest for purposes of this section.
SECTION 15. CONFIDENTIAL INFORMATION; RELEASE OF INFORMATION. (a) All information gained or work product produced by Contractor in performance of this Agreement shall be considered confidential, unless such information is in the public domain or already known to Contractor. Contractor shall not release or disclose any such information or work product to persons or entities other
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than City without prior written authorization from the City Manager, except as may be required by law.
(b) Contractor, its officers, employees, agents or subcontractors, shall not, without prior written authorization from the City Manager or unless requested by the City Attorney of City, voluntarily provide declarations, letters of support, testimony at depositions, response to interrogatories or other information concerning the work performed under this Agreement. Response to a subpoena or court order shall not be considered "voluntary" provided Contractor gives City notice of such court order or subpoena.
(c) If Contractor, or any officer, employee, agent or subcontractor of Contractor, provides any information or work product in violation of this Agreement, then City shall have the right to reimbursement and indemnity from Contractor for any damages, costs and fees, including attorney’s fees, caused by or incurred as a result of Contractor’s conduct.
(d) Contractor shall promptly notify City should Contractor, its officers, employees, agents or subcontractors be served with any summons, complaint, subpoena, notice of deposition, request for documents, interrogatories, request for admissions or other discovery request, court order or subpoena from any party regarding this Agreement and the work performed thereunder. City retains the right, but has no obligation, to represent Contractor or be present at any deposition, hearing or similar proceeding. Contractor agrees to cooperate fully with City and to provide City with the opportunity to review any response to discovery requests provided by Contractor. However, this right to review any such response does not imply or mean the right by City to control, direct, or rewrite said response.
SECTION 16. INDEMNIFICATION.
(a) Indemnification by Contractor. As provided under Civil Code Section 2782.8, Contractor shall indemnify, protect, defend and hold harmless City and any and all of its officials, employees and agents (“Indemnified Parties”) from and against any and all claims, actions and proceedings (whether at law or equity, administrative or judicial), demands, orders, judgments, losses, liabilities, damages, costs and expenses, including attorney’s fees and costs, (collectively "Claims") to the extent same arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Contractor, its officers, agents, employees or sub-consultants (or any entity or individual that Contractor shall bear the legal liability thereof) in the performance of professional services under this Agreement. In the event Claims are found by the trier of fact to have been caused by the joint or concurrent negligence of the City, its contractors and other Contractors, and Contractor, damages and expenses from both indemnity and duty to defend obligations shall be borne by each party in proportion to its negligence.
Notwithstanding the foregoing, in the event one or more defendants are unable to pay its share of defense costs due to bankruptcy or dissolution of the business, Contractor shall meet and confer with other parties regarding unpaid defense costs. The provisions of this section pertaining to Contractor’s duty to defend shall not apply if there
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is a project-specific general liability policy of insurance that insures all project participants for general liability exposure on a primary basis and also covers all Contractors involved with the project for their legal liability arising out of their professional services on a primary basis.
(b) Indemnification from Sub-consultants. Contractor agrees to obtain executed indemnity agreements with provisions identical to those set forth here in this section from each and every sub-consultant, sub-contractor or any other person or entity involved by, for, with or on behalf of Contractor in the performance of this Agreement naming the Indemnified Parties as additional indemnitees. In the event Contractor fails to obtain such indemnity obligations from others as required here, Contractor agrees to be fully responsible according to the terms of this section. Failure of City to monitor compliance with these requirements imposes no additional obligations on City and will in no way act as a waiver of any rights hereunder. This obligation to indemnify and defend City as set forth herein is binding on the successors, assigns or heirs of Contractor and shall survive the termination of this Agreement or this section. (c) City's Negligence. The provisions of this section do not apply to Claims occurring as a result of City’s sole negligence. The provisions of this section shall not release City from liability arising from gross negligence or willful acts or omissions of City or any and all of its officials, employees and agents.
SECTION 17. INSURANCE.
Contractor agrees to obtain and maintain in full force and effect during the term of this Agreement the insurance policies set forth in Exhibit “C” “Insurance” and made a part of this Agreement. All insurance policies shall be subject to approval by City as to form and content. These requirements are subject to amendment or waiver if so approved in writing by the City Manager. Contractor agrees to provide City with copies of required policies upon request.
SECTION 18. ASSIGNMENT.
The expertise and experience of Contractor are material considerations for this Agreement. City has an interest in the qualifications and capability of the persons and entities who will fulfill the duties and obligations imposed upon Contractor under this Agreement. In recognition of that interest, Contractor shall not assign or transfer this Agreement or any portion of this Agreement or the performance of any of Contractor’s duties or obligations under this Agreement without the prior written consent of the City.
Any attempted assignment shall be ineffective, null and void, and shall constitute a material breach of this Agreement entitling City to any and all remedies at law or in equity, including termination of this Agreement pursuant to Section 20 “Termination of Agreement.” City acknowledges, however, that Contractor, in the performance of its duties pursuant to this Agreement, may utilize subcontractors.
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SECTION 19. CONTINUITY OF PERSONNEL.
Contractor shall make every reasonable effort to maintain the stability and continuity of Contractor’s staff and subcontractors, if any, assigned to perform the Services. Contractor shall notify City of any changes in Contractor’s staff and subcontractors, if any, assigned to perform the Services prior to and during any such performance.
SECTION 20. TERMINATION OF AGREEMENT.
(a) City may terminate this Agreement, with or without cause, at any time by giving thirty (30) days written notice of termination to Contractor. In the event such notice is given, Contractor shall cease immediately all work in progress. (b) Contractor may terminate this Agreement for cause at any time upon thirty (30) days written notice of termination to City.
(c) If either Contractor or City fail to perform any material obligation under this Agreement, then, in addition to any other remedies, either Contractor, or City may terminate this Agreement immediately upon written notice. (d) Upon termination of this Agreement by either Contractor or City, all property belonging exclusively to City which is in Contractor’s possession shall be returned to City. Contractor shall furnish to City a final invoice for work performed and expenses incurred by Contractor, prepared as set forth in Section 4 of this Agreement.
This final invoice shall be reviewed and paid in the same manner as set forth in Section 4 “Compensation and Method of Payment” of this Agreement. (e) City may suspend all or any portion of Contractor’s performance under this Contract at its sole option and for its convenience for a reasonable period of time not to exceed six (6) months. City must first give ten (10) days’ written notice to Contractor of such suspension. City will pay to Contractor a sum equivalent to the reasonable value of the services satisfactorily provided up to the date of suspension. City may rescind the suspension prior to or at six (6) months by providing Contractor with written notice of the rescission, at which time Contractor would be required to resume performance in compliance with the terms and provisions of this Agreement. Contractor will be entitled to an extension of time to complete performance under the Agreement equal to the length of the suspension unless otherwise agreed to in writing by the Parties.
SECTION 21. DEFAULT.
In the event that Contractor is in default under the terms of this Agreement, the City shall not have any obligation or duty to continue compensating Contractor for any work performed after the date of default. Instead, the City may give notice to Contractor of the default and the reasons for the default. The notice shall include the timeframe in which Contractor may cure the default. This timeframe is presumptively thirty (30) days, but may be extended, though not reduced, if circumstances warrant. During the period
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of time that Contractor is in default, the City shall hold all invoices and shall, when the default is cured, proceed with payment on the invoices. In the alternative, the City may, in its sole discretion, elect to pay some or all of the outstanding invoices during the period of default. If Contractor does not cure the default, the City may take necessary steps to terminate this Agreement under Section 20. Any failure on the part of the City to give notice of the Contractor’s default shall not be deemed to result in a waiver of the City’s legal rights or any rights arising out of any provision of this Agreement.
SECTION 22. EXCUSABLE DELAYS.
Contractor shall not be liable for damages, including liquidated damages, if any, caused by delay in performance or failure to perform due to causes beyond the control of Contractor. Such causes include, but are not limited to, acts of God, acts of the public enemy, acts of federal, state or local governments, acts of City, court orders, fires, floods, epidemics, strikes, embargoes, and unusually severe weather. The term and price of this Agreement shall be equitably adjusted for any delays due to such causes.
SECTION 23. COOPERATION BY CITY.
All public information, data, reports, records, and maps as are existing and available to City as public records, and which are necessary for carrying out the Services shall be furnished to Contractor in every reasonable way to facilitate, without undue delay, the Services to be performed under this Agreement.
SECTION 24. NOTICES.
All notices required or permitted to be given under this Agreement shall be in writing and shall be personally delivered, or sent by telecopier or certified mail, postage prepaid and return receipt requested, addressed as follows:
To City: City of Hemet
Attn: City Manager
445 E. Florida Avenue
Hemet, CA 92543
To Contractor: Epic Land Solutions, Inc.
Attn: Corie Vamos
3850 Vine Street, Suite 200
Riverside, CA 92507
Notice shall be deemed effective on the date personally delivered or transmitted by facsimile or, if mailed, three (3) days after deposit of the same in the custody of the United States Postal Service.
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SECTION 25. AUTHORITY TO EXECUTE.
The person or persons executing this Agreement on behalf of Contractor represents and warrants that he/she/they has/have the authority to so execute this Agreement and to bind Contractor to the performance of its obligations hereunder.
SECTION 26. ADMINISTRATION AND IMPLEMENTATION.
This Agreement shall be administered and executed by the City Manager or his or her designated representative. The City Manager shall have the authority to issue interpretations and to make amendments to this Agreement, including amendments that commit additional funds, consistent with Section 28 “Amendment” and the City Manager’s contracting authority under the Hemet Municipal Code.
SECTION 27. BINDING EFFECT.
This Agreement shall be binding upon the heirs, executors, administrators, successors and assigns of the Parties.
SECTION 28. AMENDMENT.
No amendment to or modification of this Agreement shall be valid unless made in writing and approved by the Contractor and by the City. The City Manager shall have the authority to approve any amendment to this Agreement if the total compensation under this Agreement, as amended, would not exceed the City Manager’s contracting authority under the Hemet Municipal Code. All other amendments shall be approved by the City Council. The Parties agree that the requirement for written modifications cannot be waived and that any attempted waiver shall be void.
SECTION 29. WAIVER.
Waiver by any Party to this Agreement of any term, condition, or covenant of this Agreement shall not constitute a waiver of any other term, condition, or covenant.
Waiver by any Party of any breach of the provisions of this Agreement shall not constitute a waiver of any other provision nor a waiver of any subsequent breach or violation of any provision of this Agreement. Acceptance by City of any work or services by Contractor shall not constitute a waiver of any of the provisions of this Agreement.
SECTION 30. LAW TO GOVERN; VENUE.
This Agreement shall be interpreted, construed and governed according to the laws of the State of California. In the event of litigation between the Parties, venue in state trial courts shall lie exclusively in the County of Riverside, California. In the event of litigation in a U.S. District Court, venue shall lie exclusively in the Central District of California, in Riverside.
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SECTION 31. ATTORNEYS FEES, COSTS AND EXPENSES.
In the event litigation or other proceeding is required to enforce or interpret any provision of this Agreement, the prevailing Party in such litigation or other proceeding shall be entitled to an award of reasonable attorney's fees, costs and expenses, in addition to any other relief to which it may be entitled.
SECTION 32. ENTIRE AGREEMENT.
This Agreement, including the attached Exhibits "A" through "C," is the entire, complete, final and exclusive expression of the Parties with respect to the matters addressed therein and supersedes all other agreements or understandings, whether oral or written, or entered into between Contractor and City prior to the execution of this Agreement. No statements, representations or other agreements, whether oral or written, made by any Party which are not embodied herein shall be valid and binding.
SECTION 33. SEVERABILITY.
If any term, condition or covenant of this Agreement is declared or determined by any court of competent jurisdiction to be invalid, void or unenforceable, the remaining provisions of this Agreement shall not be affected thereby and the Agreement shall be read and construed without the invalid, void or unenforceable provision(s).
SECTION 34. CONFLICTING TERMS.
Except as otherwise stated herein, if the terms of this Agreement conflict with the terms of any Exhibit hereto, or with the terms of any document incorporated by reference into this Agreement, the terms of this Agreement shall control.
PROFESSIONAL SERVICES AGREEMENMT
BETWEEN THE CITY OF HEMET, CALIFORNIA AND EPIC LAND SOLUTIONS, INC.
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IN WITNESS WHEREOF, the Parties hereto have executed this Agreement on the date and year first-above written.
CITY OF HEMET
___________________________
Christopher Lopez
City Manager
ATTEST:
CITY CLERK
___________________________
APPROVED AS TO FORM:
CITY ATTORNEY
____________________________
SERVICE PROVIDER
By:
Its:
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C-1
EXHIBIT "A"
SCOPE OF SERVICES
I. Service Provider will perform to the satisfaction of the City the following Services:
A. Performing market analysis.
B. Providing the Planning & Development Director with monthly activity reports.
C. Provide Broker’s Opinions for all attached properties.
D. Provide Marketing materials for selected properties to be listed.
E. Negotiating with buyers on behalf of the City.
F. Coordinating real estate appraisals.
G. Coordinating real estate transaction closings.
H. Handling all other customary activities and services associated with real estate transactions.
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C-2
EXHIBIT "B"
COMPENSATION
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EXHIBIT "C"
INSURANCE
A. Insurance Requirements. Contractor shall provide and maintain insurance, acceptable to the City, in full force and effect throughout the term of this Agreement, against claims for injuries to persons or damages to property which may arise from or in connection with the performance of the Services by Contractor, its agents, representatives or employees. Insurance is to be placed with insurers with a current A.M. Best's rating of no less than A:VII. Contractor shall provide the following scope and limits of insurance:
1. Minimum Scope of Insurance. Contractor shall maintain professional liability insurance appropriate to the Contractor’s profession. This coverage may be written on a “claims made” basis, and must include coverage for contractual liability. The professional liability insurance required by this Agreement must be endorsed to be applicable to claims based upon, arising out of or related to Services performed under this Agreement. The insurance must be maintained for at least three (3) consecutive years following the completion of Contractor’s services or the termination of this Agreement. During this additional three (3) year period, Contractor shall annually and upon request of the City submit written evidence of this continuous coverage.
2. Minimum Limits of Insurance. Contractor shall maintain limits of professional liability insurance no less than $1,000,000 per occurrence.
B. Other Provisions. Each insurance policy required by this Agreement shall be endorsed and state the coverage shall not be suspended, voided, cancelled by the insurer or either Party to this Agreement, reduced in coverage or in limits except after 30 days' prior written notice by certified mail, return receipt requested, has been given to City.
C. Other Requirements. Contractor agrees to deposit with City, at or before the effective date of this contract, certificates of insurance necessary to satisfy City that the insurance provisions of this contract have been complied with. The City Attorney may require that Contractor furnish City with copies of original endorsements effecting coverage required by this Section. The certificates and endorsements are to be signed by a person authorized by that insurer to bind coverage on its behalf. City reserves the right to inspect complete, certified copies of all required insurance policies, at any time.
1. Contractor shall furnish certificates and endorsements from each subcontractor identical to those Contractor provides.
2. Any deductibles or self-insured retentions must be declared to and approved by City. At the option of City, either the insurer shall reduce or eliminate such
14.B
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deductibles or self-insured retentions as respects City or its respective elected or appointed officers, officials, employees and volunteers or the Contractor shall procure a bond guaranteeing payment of losses and related investigations, claim administration, defense expenses and claims.
3. The procuring of such required policy or policies of insurance shall not be construed to limit Contractor’s liability hereunder nor to fulfill the indemnification provisions and requirements of this Agreement.
14.B
EPIC Land Solutions, Inc
MEMORANDUM
Date 10/11/2021
To: Candace Sunds
City of Hemet
445 E. Florida Ave
Hemet CA 92543
From: Corie Vamos
Proposal Manager
Epic Land Solutions, Inc.
3850 Vine Street, Suite 200
Riverside, CA92507
Regarding: Proposal Response to City of Hemet Request for Proposals (RFP)for On-Call Real Estate Broker Services for Real City-Owned Property in the City of Hemet HiCandace,
Please accept the enclosed proposal in response to the City's RFP named in the subject line. Thanks for this bidding opportunity!
Best regards,
The Epic Land Solutions Team
Epic Land Solutions, nc. | Creating Land Solutions for the Public Good
14.B
Response to City of Hemet Request for Proposals
for
On-Call Real Estate Broker Services for Real City-Owned Property in the City of Hemet
Submitted October 11, 2021
Surplus Property Sold in Grand Terrace for the Barton Road/I-215 Interchange Project Epic Land Solutions, Inc.
Inland Empire Regional Office
3850 Vine Street, Suite 2
Riverside, CA 92507
Land Solutions, epic|and.com Inc
14.B
&<mQQ«
Proposal for City of Hemet On—Ca|| Real Estate Broker Services for RealCity—OwnedProperty October 11, 2021
Epic Land Solutions, Inc.
Inland Empire Regional Office | 3850 Vine Street | Suite 200 IRiverside, CA | 92507 October 11, 2021
City of Hemet
Attn: Candace Sunds
445 E. Florida Ave.
Hemet CA 92543
RE: Response to Request for Proposals (RFP) for On-Call Real Estate Broker Services for Real City-Owned Property in the City of Hemet
Dear Ms. Sunds,
Epic Land Solutions, Inc. (EPIC) is pleased to submit this proposal in response to the City of Hemet (City) RFP for On-Call Real Estate Broker Services for Real City-owned Property in the City of Hemet. EPIC is ready to assist the City with all tasks related to the sale of excess land in accordance with guidelines and statutes set forth by the Surplus Lands Act.
EPIC is uniquely qualified and ready to execute the scope of services required. The Project Manager for this project will be Darcy Mendoza, RWA, RIW-NAC, who brings over 10 years of experience managing public auctions of remnant parcels and sale of excess lands for public agencies across Southern California. Darcy has contributed to the sale of over $15 million in surplus property for local public agencies including the City of Murrieta, Riverside County Transportation Commission (RCTC), and San Bernardino County Transportation Authority (SBCTA). Darcy will provide guidance to City staff, its consultants, and real estate agents at EPIC through the excess land sales and real estate marketing and brokerage process.
If utilized as a sales tactic, the public auction process can be nuanced and complex, but Darcy leverages her background in title services to ensure efficient negotiations on behalf of the City.
Darcy maintains relationships with local land developers and other interested buyers that she can notify of the sale of the City’s proposal. Darcy and the EPIC team will deploy proven sales strategies to successfully dispose remnant parcels, as our track record proves.
EPIC reviewed the terms of the RFP, two sets of question-and-answer responses, and other RFP notices. EPIC will agree and maintain all terms. We, the undersigned, Kari Anvick, SRNVA, Inland Empire Regional Manager, and Karen Starr, President, are authorized to execute legal documents to commit the firm to the City’s contract.
Sincerely,
Epic Land Solutions, Inc.
Kari Anvick, SRIWA Karen Starr, CPM®, RIW-AMC, SRIWA
Inland Empire Regional Manager President
(951) 329-9666 | kbibo|et@epic|and.com (951) 321-1834 | kstarr@epic|and.com Epic Land Solutions, Inc. | Creating Land Solutions for the Public Goo d Page 1
14.B
.5
$sponse
Proposal for City of Hemet On-Call Real Estate Broker Services for RealCity—OwnedProperty October 11, 2021
roiect nderstandinq
Public Agency
Notification
Public Auction
Period (Optional)
Escrow &
0' Public Agency
Consideration
Penod
to Questions
& Requests for Property
Walk-Throughts
Request for Offer (RFO)
Packages
Review Offers and Make
Recommendations for City
Selection
The City of Hemet has over 20 real property holdings that must be disposed in accordance with requirements set forth by the Surplus Lands Act. The City needs an experienced Real Estate Salesperson/Broker to perform the notifications, Request for Offer (RFO) packages, marketing, and escrow process to successfully sell City-owned properties in accordance with the law.
Epic Land Solutions, Inc. (EPIC) has a tested and proven process for listing, marketing, and selling excess real property owned by public agencies for sale and for lease in compliance with the Surplus Lands Act— In the past 10 years alone, EPIC has successfully sold $15 million of surplus and remnant properties on behalf of our clients. The following graphic depicted the main steps required to conduct an excess land sales process in compliance with the Surplus Lands Act.
These services encompass various types of excess land disposal, including Inventory Value (VTA)
Miscellaneous Conveyances
Non-Inventory Parcel
Planning Parcel
Acquisition Price (Pro Rata Cost)
Direct Conveyance of Easements
Direct Fee Sale to Government Agencies
Direct Sale to Eligible Present Occupants
Direct Sale to Former Owners Private Sale
Disposal Unit Sale to Former Owners (Right of First
Exempt Sale to Adjacent Owners Refusal)
Fair Market Value Sale to General Public
Inventory Parcel - Sale to Government Agencies
Epic Land Solutions, nc. | Creating LandSolutions for the Public Good
14.B
Proposal for City of Hemet On—Ca|l Real Estate Broker Services for RealCity—OwnedProperty October 11,2021
Approach to Scope of Serv ces
COS T-SA VING STRA TEGY
Epic willprepare the Request for Offer packages during the 60-day public agency consideration period to save the project time and budget.
The following scope of work describes EPlC’s methodology for completing surplus land sales on behalf of the City of Hemet:
Task 1: Prepare and Mail Public Agency Notifications
EPIC willmail a Notice of Intention to Sell Real Property and Offer for Sale letter to City and County agencies and the California Department of Housing and Community Development within the jurisdiction of the parcels for their specific, limited uses (per California Government Code Section 54222). Ifthere is no interest expressed within the 60-day review period, we proceed with advertising the surplus on the open market.
Task 2: Obtain and Examine Preliminary Title Reports and Property Documentation EPIC will obtain Preliminary Title Reports (PTRs), Appraisal Reports, and all property documentation concerning the property acquisition, use, background, and encumbrances for the impacted parcels. We will perform a desk review of title reports, legal descriptions, and plat maps to verify ownership and identify any encumbrances. EPIC will assist in clearing encumbrances prior to closing.
Task 3: Assemble Request for Offer (RFO) packages
EPIC willprepare a Data Sheet and assemble the RFO package for the property to include, but not limited to salient points, property description, current preliminary title report, a location map, Assessor’s information, plat map, zoning, other use designations or regulations.
Task 5: Developer and Interested Parties Outreach
After the public notification period has passed, EPIC first notifies our expansive network of land developers and interested buyers of the surplus property sale. EPIC will maintain records of communications with developers and update the list of interested parties.
Task 6: Advertisement of Property to General Public
EPIC will advertise the properties through the City’ s website and third party real estate sales websites, place signage on properties, mail Parcel Information Sheet and RFC to interested parties and owners within 500 feet of the property location and provide Bid Package to interested bidders for the non—exempt parcels. EPIC will keep track of who has requested information and mail out information as appropriate to potential bidders.
Task 7: Property Site Visits
EPIC will conduct a site visit and walk-through of the property with interested bidders.
Task 8: Submission of Public’s Questions and Responses to Questions Epic lists in the RFO package that any questions must be in writing and submitted within 2 weeks of the site visit and EPIC willwork with the City on answers and post to the City’s website.
Epic Land Solutions, inc. | Creating Land Solutions for the PublicGood
14.B
Proposal for City of Hemet On-Call Real Estate Broker Services for Real City-Owned Property October 11,2021
Epic Land Solutions, Inc. ICreating LandSolutions for the Public Goo d Page 4
Task 9: Offers and Recommendations
EPIC willreview offers and make a recommendation to the City regarding the most competitive bid. This information will be prepared as a staff report for City approval of the selected party. (As applicable for Public Auction—formatsales, EPIC can provide an auctioneer and scribe, or an agent to open bids and record information ifthe auction is by sealed bid. The public auction process shall comply with State of California and SBCTA’s policies and requirements.)
Task 10: Purchase Agreement
EPIC willnotify the successful bidder as well as unsuccessful bidders. EPIC will prepare and facilitate execution of purchase agreement with the successful bidder.
Task 11: Escrow and Close-Out
EPIC will oversee the escrow process to finalize the real estate transaction. At the close of escrow, EPIC will provide all electronic documentation and original executed agreements to the City to close-out the project file.
EPIC can also perform the following professional services as required by the City support this contract Real Estate Appraisal and Valuation Services
Real Estate Market Studies and Reports
Interim Property Management Services
Property Maintenance, Clean-up, Fencing, Board-Up, and Security Risk Assessment Planning
Real Property Asset Management Planning
Real Estate Acquisition Services
14.B
Proposal for City of Hemet On-Call Real Estate Broker Services for Real City—OwnedProperty October 11, 2021
Qua if cat ons and ecord of Success
SOLDOVER $12 M|L|_|0N Value of excess lands sales for local agencies in last five years HIGHJOUCHBROKERAGE Relationships with local public agencies, land developers, and sERV|cEs FOR PuB|_|c other interested buyers we can notify of the sale, and proven
AGENCIES
sales strategies to successfully dispose surplus property.
STREAMLINEDAPPROACH
EPIC is a full-service right of way and real property
consulting firm founded in 2000 with the mission to
create /and solutions for the public good. EPIC has
provided real estate consulting services to local public agencies in Southern California for over 21 years.
With 60 professional staff employed ?rm—wide,EPIC
manages projects locally from its headquarters in Los
Angeles and regional offices in Riverside, Anaheim,
San Diego, and the Pacific Northwest. The firm’s
focus is delivering real estate and right of way
solutions for critical public works projects with
About Epic Land Solutions, Inc. (EPIC)
integrity, professionalism, and superior client service. Ironworks Building in Riverside EPIC is one of the only right of way firms with in—housereal property appraisers, Geographic Information System (GIS) analysts, and forensic title officers to provide maximized availability of real estate intelligence and limited third party involvement. EPIC helps our clients understand and abide by local, state, and federal regulations that guide the entire right of way acquisition and surplus land sales process Services for this contract will be performed from EP|C’s Inland Empire Regional Office at the historic Ironworks Building at 3850 Vine Street in Downtown Riverside, California.
EPIC is the City of Hemet’s local expert in the proper disposal of remnant parcels owned by public agencies and the public auction process. EP|C’s team of experienced real estate agents will use proven processes for auctioning remnant parcels, using existing Request for Offer and marketing templates and processes that have been used successfully to sell over $15 million dollars in excess land sales over the last 10 years. EPIC will leverage our Esri ArcMap technology to perform GIS analysis for every parcel sale to identify property owners within 500 feet radius that may have an interest in buying. EPIC offers a wealth of previous project experience in excess land disposal and surplus property brokerage:
Experts in Public Auction of Remnant Parcels for Public Agencies Over eight (8) experienced real estate agents employed by EPIC willuse sales package templates and proven marketing strategies that have been previously deployed and leverages for other public agencies.
EP|C’s in—houseGIS mapping team will perform a fast GIS analysis to identify property owners within 500 feet radius of each surplus property sale to identify potential buyers and comply with the Surplus Land Act regulations.
Epic Land Solutions, inc. 1Creating Land Solutions for the PublicGood
14.B
Proposal for City of Hemet On—Ca|| Real Estate Broker Services for Real City—OwnedProperty October 11,2021
EPIC has provided on—callreal estate
services to the City of Murrieta for over 10
years, including excess land sales. EPIC
recently closed escrow on a four-acre
commercial property with three occupying
tenants for the City. EPIC was responsible
for the order and review of the preliminary
title report, notifying public agencies,
outreach to developers and interested
parties, RFO preparation/distribution, site
meetings, interested buyer coordination,
posting and advertising coordination, onsite signage coordination, offer review, Previous Experience with City of Murrieta
bidder notification, staff report preparation, Vaca," ,0, ,-,,MW,-eta purchase agreement facilitation, and
escrow coordination. EPIC also recently provided public auction and excess land sale services for a haIf—acrevacant property. The highest offer received exceeded the appraised value and it is currently with the City for approval.
Reference: Biyce Wilson, City Manager— Special Projects, (951) 461-6429, [email protected]
EPIC has sold over $14 million of
excess land previously owned by RCTC
as suitable development land for other
public agencies, |arge—sca|e developers,
and adjacent landowners. EPIC has
performed comprehensive real estate 1-
and right of way consulting services to
RCTC for over 15 years and successfully
disposed of 40 properties on behalf of
RCTC in the past five years alone. The
appraised values for the 40 properties
ranged from $2,600 to $8,273,000. The
square footage of the properties ranged Vacantlot offSpruce Street in Riverside from 1,700 square feet to 299,692 square
feet and add up to a total of 60 acres. EPIC recently provided excess land sale services for RCTC’s, 60/91/215 Interchange project, including three recent task orders: Orange Street, Spruce Street/East La Cadena Drive, and West La Cadena Drive. EP|C’s excess land sales services for RCTC include public auction of remnant parcels, Request for Offer (RFO) Packages, public outreach, escrow oversight, and file closeout.
Reference: Hector Casillas, Rightof Way Manager, (951) 787-1097, hcasil/[email protected] Previous Experience with Riverside County Transportation Commission (RCTC) Epic LandSolutions, nc. Creating Land Solut ons for the Public Goo d Page 6
14.B
In
Proposal for City of Hemet On-Call Real Estate Broker Services for Real City—OwnedProperty October 11, 2021
Previous Experience with San Bernardino County Transportation Authority EPIC has provided excess land sales services for
over 20 properties on behalf of San Bernardino
County Transportation Authority (SBCTA) in the
past five years, generating $1 million in revenue
from the proceeds of the sales. For SBCTA’s
Laurel Street Grade Separation Project, EPIC
provided property management and remnant land
auction and sale services for two affected parcels
located adjacent to the project. In addition to
regular site inspections to maintain secure sites,
EPIC also coordinated tree trimming and temporary
water connections on the 2.73—acre lot. EPIC
coordinated appraisals for both properties and
prepared the resolution for the Board to approve the sales. EPIC prepared purchase agreements, bid packages, parcel information sheets, procured signage and placed on-line advertisements for sale of the properties once the public agency notification expired. EPIC provided escrow services and file cIose—outupon sale of the properties. EPIC successfully sold remnant parcels and performed project closeout for SBCTA’s Interstate 10 (I-10) Tippecanoe Avenue Interchange Project. EPIC provided comprehensive property management and excess land sales, involving the public auction process, for 22 parcels. EPIC grouped parcels together to optimize the sales.
There were 3 exempt parcels, so EPIC communicated with the adjacent owners. We also addressed access easement reservations during escrow.
Reference: Paul Melocoton, Project Manager, (909) 884-8276, [email protected] Laurel Street Grade Separation
As a real estate consulting firm with over 21 years of
experience providing market intelligence and real estate transactions for public agencies in the Inland Empire, EPIC staff have a deep knowledge and understanding with the
current market conditions and real property values. The team has access to the local Multiple Listing Service (MLS) sites as well as other real estate data resources that we subscribe to in order to maximize real estate intelligence for our clients.
Knowledgeable in the local real estate market
The California Surplus Land Act of 2019 requires that when cities, counties, transit agencies, and other local agencies sell or lease their land, they must prioritize it for affordable housing development. In short, the Surplus Land Ac t of 2019 deals with a requirement to use the land for affordable housing when applicable. EPIC staff are required to stay current and educated on the latest guidelines and updates to the law, such as changes that started January 1, 2021, which stipulates that local agencies are required to send, and the California Department of Housing and Community Development (HCD) is Understanding of the Surplus Land Act
Epic LandSolutions, Inc. | Creating LandSolutions for the PublicGoo d Page 7
14.B
Proposal for City of Hemet On-CallRealEstate Broker Services for Real City-Owned Property October 11, 2021
required to review, negotiation summaries for each surplus land transaction in the state. HCD is also required to notify local agencies of violations and may notify the Attorney General and assess fines, as necessary.
LANDV_|_§ '
Project Manager, Darcy Mendoza, has sold properties ranging in size from 500 square feet to 29 acres. significant majority of these property were zoned Commercial and Business Park. Her experience also includes some Residentially zoned properties.
Experience with small and large commercial properties
EPIC utilized all public records and real estate records database available. We maintain access to databases and website services such as Landvision, Rea|Quest, Riverside County recorder’s office, and title searches. Our documentation procedures best practices require agents to track and back—upall documentation in the cloud using Microsoft SharePoint document management software. Allfiles will be accessible to the City during the contract and original documents will be transferred to the City at the close of each project.
Knowledgeable in the use of all public real estate records Core
n_c|
The proposed Project Manager, Darcy Mendoza, and key staff will be 100% available to the City of Hemet and will complete all assignments in a timely manner. EPlC’s team of seven (7) licensed real estate agents in Southern California will be guided by Darcy as the public auction/remnant land sale subject matter expert at EPIC.
Please consider the quali?cations for Darcy Mendoza, and Corporate Broker, Jim Overcamp, whose résumés and respective licenses are included on the following pages.
Key Staff and Availability
Epic LandSolutions, Inc. | Creating LandSolutions for the Public Good
14.B
EPIC
Darcy Mendoza is a Real Estate Sales Project Manager based at EPlC’sInland Empire Regional Office in Riverside. Darcy been a licensed Real Estate Agent for 6 years and a working professional in the Real Estate industry for 25 years including time as a Title and Escrow Officer. Her career has afforded Darcy with a keen understanding of real property transacting and Surplus LandsAct. She has been involved in all aspects of excess land sales, including coordination of property valuations, title clearance, listing and marketing, interim property management, public auction, public noticing, escrow and close—outservices.
DARCY MEN DOZA, RWA, R/W-NAC, Cal RE License
PROJECT MANAGER
REAL ESTATE SALES & EXCESS LAND SALES SPEC/AL/ST
On—Ca|| Excess Land Sales/Surplus Property Disposition Services, Riversid County Transportation Commission (RCTC), Riverside County, CA: e Since becoming an on—cal| real estate sales consultant to RCTCin 2012, Darcy has sold over $12 million dollars in excess land on behalf of the Commission. Darcy provides 60-day notices to applicable public agencies regarding surplus properties. Darcy's services have also included reviewing title reports and documentation concerning the property acquisition, use, background and encumbrances and to resolve any clouds on title. Darcy assembles the Request for Offer (RFO) packages, manages web advertisements, places signage on properties, mails the RFOto owners within 500 feet of each property, conducts property walk—throughswith bidders, and coordinates the escrow process.
Excess LandSales and Rightof Way Close-Outfor SR-74 Project, RiversideCounty Transportation Commission (RCTC),Hemet, CA:Darcy and the EPICteam assisted RCTCin the disposal of right of way acquired for the project. For over 70 parcels in the Hemet area, Darcy provided quality control and reconstruction of acquisition and relocation files, facilitating conveyance of highway from RCTCto Caltrans, relinquishments from RCTCto the County, street vacations, transfer of conservation parcels to the Riverside Conservation Agency, review of conveyance agreements, coordination of property valuation services, and facilitation to prepare legal description and plat map documentation.
Stretchform Excess LandSale,Cityof Murrieta, CA:As a pre—qua|ified,on—ca|| real estate consultant to the City of Murrieta since 2011, Darcy and the EPICteam assisted the City with all tasks related to the sale of a vacant excess land parcel.
Tasks included obtaining the preliminary title report (PTR), reviewing property documentation, preparing and mailing notice of intention to Sell Real Property and Offer for Sale letters to local agencies, assembling the Data Sheet and Request for Offer (RFO) package, reaching out to interested parties, advertising the property, conducting property walks, reviewing offers, preparing a staff report for approval of selected party, preparing the purchase agreement, overseeing escrow, and closing out the file.
Washington Avenue Excess LandSale, City of Murrieta, CA:As the Real Estate Sales Lead, Darcy is assisting the City with all tasks related to the sale of a vacant excess land parcel: obtaining the PTR, reviewing property documentation,
NOTABLE EXPERIENCE
land $I)lullvn1,ln<
EPIC LANDSOLUTIONS, INC.
YEARSOF EXPERIENCE
25 (10 with EPIC)
LICENSURE
RealEstate Salesperson, CA#O2004708
Notary Public, CA#1985220
@
CERTIFICATIONS
Certified Right of Way Agent (RWA),
International Right of Way Association
(IRWA)
Right of Way Negotiation/Acquisition
Certification (R/W-NAC),IRWA
Safety Certified, Southern California
Regional RailAuthority
C-3
ASSOCIATIONS
Member, IRWA,Chapters 1 and 57
Member, Women's Transportation
Seminar, Inland Empire chapter
EDUCATION
General Studies, Saddleback College,
Mission Viejo, and Mt. San Jacinto
College, Menifee
14.B
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‘IE-I"I'l'-[FDARCYMENDOZA, RWA, R/W-NAC, CAL RE LICENSE | REAL ESTATE SALES & EXCESS LAND SALES SPECIALIS preparing and mailing notice of intention to Sell Real Property and Offerfor Sale letters to local agencies, assembling the Data Sheet and Request for Offer (RFO)package, reaching out to interested parties, advertising the property, conducting property walks, reviewing offers, preparing a staff report for approval of selected party, preparing the purchase agreement, overseeing escrow, and closing out the file.
Disposal of Surplus Property for interstate 215/BartonRoad Interchange Project, San Bernardino County Transportation Authority (SBCTA),Grand Terrace, CA:Darcy is assisting SBCTAwith interim property management, marketing, and sale of four (4) excess remnant parcels that were originally acquired for an interchange improvement project. As the Project Manager, Darcy notified local public agencies and developers of the offer to sell, alerted adjacent property owners, and developed a comprehensive marketing program to get the most exposure for the properties. Darcy will handle the escrow process and interim property management until properties are sold.
West LaCadena Drive ExcessLandSales, RiversideCounty Transportation Commission (RCTC),Riverside,CA:Darcy assisted RCTC with interim property management, marketing, and sale of excess remnant parcels that were originally acquired for the SR—60/SR—91/I-215 Interchange Project. As the Project Manager, Darcy notified local public agencies, developer contacts, and adjacent property owners with Request for Offer (RFO) packages and developed a comprehensive marketing program to sell the properties.
East LaCadena Drive Excess LandSales, RiversideCounty Transportation Commission (RCTC),Riverside,CA:Darcy assisted RCTC with interim property management, marketing, and sale of excess remnant parcels that were originally acquired for a transportation improvement project. Darcy handled all aspects of the real estate sales process in compliance with the Surplus Lands Act.
Cajalco Road/I-15interchange improvement Project Excess Land Sales and Project Close-Out, RiversideCounty Transportation Commission (RCTC),Corona, CA: This project widened Cajalco Road from two to six lanes from Temescal Canyon Road to Bedford Canyon Road, and improved the interchange’s entrance and exit ramps and auxiliary lanes. Darcy led the EPICteam in providing property management and excess land sales for the remnant portions of properties acquired by RCTCto construct the interchange improvements.
Excess Land Sales and Right of Way Close-Out for LaurelStreet Grade Separation and I-10 '|"Ippecanoe Avenue Interchange improvement Projects, San Bernardino County Transportation Authority (SBCTA),Loma Linda,CA Darcy : and the EPIC team assisted SBCTA with interim property management, marketing, and sale of 24 excess remnant parcels that were originally acquired for both the Laurel Street Grade Separation Project and the I-10 Tippecanoe Avenue Interchange improvement Project in Loma Linda.
Common Use Agreement and Rightof Way Acquisition for Cactus TrailActive Transportation Project, City of Rialto CA: EPICwas awarded , this task order under the right of way services on—callcontract with the City of Rialto. The Conceptual Design phase ofthe Cactus Trail project identified three (3) parcels owned by West Valley Water District (WVWD)and BNSF Railwaythat require the City to obtain Common Use Agreements or acquire property rights.
Darcy negotiated with the property owners to acquire the trail easement while also working with BNSFto obtain a License Agreement and WVWDto obtain a Co—OpAgreement.
Real Property inventory, RiversideCounty Transportation Commission, RiversideCounty, CA: Darcy is leading the team providing full detailed review of the licenses, leases, and easements in existence for RCTC.The process includes reviewing the documents, performing site visits to verify facilities, identifying contractual deficiencies, identifying unauthorized encroachments, and recommending and implementing resolutions while monitoring and updating project databases. Darcy worked closely with BNSFRailway on behalf of RCTCto convert over a dozen easement owned parcels to fee along the San Jacinto Branch Line and cleared up title deficiencies with the assessor. Riverside Drive Capital Improvement Project, City of Chino, CA: As part of EPlC’s on—callright of way services contract with the City of Chino, Darcy negotiated with 34 property owners to obtain dedications for ADAramp and sidewalk compliance in this resurfacing project. Several Southern California Edison poles will also need to be relocated as part of the project.
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Jim Overcamp is the Corporate Brokerfor Epic Land Solutions, Inc. Jim has provided right of way services and excess land sales throughout the western United States for over 40 years. Through representing clients on hundreds of complex projects in the transportation, energy, and water sectors, he provides a wealth of knowledge when working with public agencies and engineering firms. As a board member of EPIC,Jim has played an instrumental part in galvanizing the company's client—focusedculture. He drives each project with clear goals and timely communications to adhere to budgets, timelines, and regulations. Aveteran of the right of way profession, Jim has held equity and executive positions in three right of way consulting firms. He was formerly Executive Vice President of the International Rightof Way Association and published the newsletter, Land Rights News. Jim ’s career background includes time as a Right of Way District Manager for one of the largest rural electric associations in the West.
JIM OVERCAMP, SR/WA
CORPORATE REAL ESTATE BROKER
I-15/LaMesa Road/NisqualliRoad Interchange, San Bernardino County Transportation Authority, Victorville,CA:For this Caltrans on—system project, EPI performed acquisition C of over 40 full—and part—takes for residential and commercial properties. Tasks included securing rights of entry, acquiring easements and temporary construction easements. Project was funded by the FHWA with oversight by Caltrans. EPICprovided relocation services for four businesses and one single family residence. Property management services included coordinating demolition of a single—familystructure which also included the removal of a septic tank.
Southern CaliforniaLogisticsAirport (SClA),City ofVictorville,CA:EPICmanaged acquisition of rights to 35 properties and relocation services for 15 households on behalf of SCLA. EPICcoordinated public outreach, performed appraisal, appraisal review, prepared acquisition documents, negotiated with property owners, and provided condemnation support, and coordinated site demolition and clearance
NOTABLE PROJECTS
Lint! YEARSOF EXPERIENCE
41 (21 with EPIC)
LICENSURE
Real Estate Broker, CA#13306626
Real Estate Officer, CA#O1888884
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CERTIFICATIONS
SR/WA,International Right of Way
Association (IRWA),#3090
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42, 46, 47, 57, 67
Member, Women in Transportation
(WTS),LosAngeles
Member, RailAssociation of Southern
California
Member, American Councilof
Engineering Companies (ACEC),CA
EDUCATION
B.S.,Real Estate/Business, University of
Colorado
I-5 at Western Avenue HighwayInterchange, City of Glendale, CA:The purpose of this cooperative effort between Caltrans and the City of Glendale was to provide congestion relief and eliminate deficiencies at FlowerStreet and the freeway northbound on— and off—ramps.EPICperformed all the acquisition, relocation assistance and property management services in—houseand assembled and managed a team of eight sub—consultants for environmental, appraisals, title and legal. Complex acquisitions included an auto repair shop, an office building, a Disney facility, and a city park. In order to meet funding deadlines, EPICcompleted these acquisitions within a tight five—monthtimeframe.
Easement for the San Gabriel Trench Project, San GabrielValleyCouncilof Governments (SGVCOG),Whittier, CA: A construction company contracted by SGVCOGto construct a trench for be|ow—gradetrain tracks that would cross over a concrete drainage channel. The project required that part of the drainage channel to be rebuilt at a lower elevation and a temporary soil retaining wall to be built
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requiring tiebacks into a private residential property and be left 40 feet below—ground after construction. The construction company assumed a permanent easement was needed for the retaining wall ties, yet no grantee was put in place for the easement. EPICconsulted with the company and determined the best course of action would be to grant the landowner title to the facilities. Jim presented an offer letter to the owner and a complete description of the work. A price was negotiated and later approved by the construction company.
SR—71OGap AlternativesAnalysis, Project Report Preparation & EnvironmentalStudies Documentation, LosAngeles County Metropolitan Transportation Authority (LACMTA),LosAngeles, CA: Jim advised the EPICteam as it provided cost estimation and analysis to support the evaluation of traffic congestion solutions between the western San Gabriel Valley and the east/northeastarea of Los Angeles. In addition, EPICassisted the environmental team with alternatives analysis, project report preparation, environmental documentation preparation, community outreach and engineering cost estimates.
Downtown San BernardinoPassenger Rail,San BernardinoCounty Transportation Authority, San Bernardino,CA:
The project extended Metrolink passenger railservice approximately one mile from the San Bernardino Metrolink Station/SantaFe Depot to the newly—openedSan Bernardino Transit Center. EPICprovided acquisition services for over 35 parcels. Services included obtaining rights of entry, title reports and appraisals and offer preparation and relocation assistance. The EPICteam also provided support for the eminent domain process.
Crenshaw/LAXTransit Corridor, LosAngeles County Metropolitan Transportation Authority, LosAngeles, (‘Az Jim provided oversight of EPIC’sproject team handling 70 acquisitions and over 50 residential and business relocations for the light rail project. EPICalso provided title, escrow coordination and condemnation support. The team secured rights of entry from property owners for environmental testing and is providing continued support for the project by participating in meetings with property owners and neighborhood organizations.
Commercial RelocationSenlices On-CallContract, LosAngeles County Department of Water and Power (LADWP),Lo Angeles, CA:AdvisoryManager. EPICwas s retained by LADWPto provide business relocation services to six commercial tenants that were occupying subject properties for which LADWPhad initiated an eminent domain action.
Sunrise Powerlink500kVProject and Greenpath/Sunrise Project, San Diego Gas and Electric/SempraEnergy, San Diego County, CA: EPICprepared a land cost estimate study and report for San Diego Gas and Electric’s Sunrise Powerlink 500—kVproject. Services included forecasting of values with local real estate brokers, appraisers and SDG&E’sLand Management Group and auditing of mailings and subsequent negotiations to secure permits to enter for environmental analysis. Jim and the EPICteam also provided right of way acquisition services for approximately 225 parcels affected by the Greenpath 500kv transmission line project. EPICparticipated in public outreach meetings to explain the project to landowners, obtained rights of entry permits and prepared right of way cost estimates.
Barren RidgeRenewable Transmission Project (On-CallTask Order), LosAngeles Department of Water and Power (LADWP),LosAngeles and Kern Counties, CA:This project aims to provide a new 75—miIe230 kilovolt transmission line bringing renewable energy from approximately 20 miles north of Mojave to the northern boundary of Santa Clarita. The EPICteam performed 38 full—takeand 78 part—takeacquisitions, title verification and appraisal review for this right of way project. Significant challenges included multiple legacy owners scattered throughout the country and overseas, names of deceased on titles and locating appropriate family or legal representation for owners with age and health issues who could not engage in the acquisition process. EPICachieved the highest rate of successful settlements of all right of way firms working on this project.
Tri-State Generation and Transmission Association, Inc.:Jim provided real property management services for a wholesaler of bulk electrical power serving three states. The twenty—five—memberdepartment was responsible to the company for site selection, engineering, legal surveying, acquisition, relocation, appraising, maintenance (including restoration and leasing) and disposal of its real property.
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Proposal for City of Hemet On—Ca|| Real Estate Broker Services for RealCity—OwnedProperty October 11, 2021
Fee Schedule
Based on the above outlined scope of work, EPIC estimates the following fees associated with one (1) surplus property transaction.
Per-Parcel Fees
Developer Outreach, Interested Parties List Update $1,500 Order Preliminary Title Report $650
RFO Preparation/Distribution, Site Meeting, Interested Buyer Coordination, $5,000 Posting and Advertising Coordination
On—SiteSignage $1,100
On-Line Advertising $600
Offer Review, Bidder Notification, Staff Report Preparation $500 Purchase Agreement facilitation and Escrow Coordination* $5,000 TOTAL NOT-TO-EXCEED PER PARCEL $14,350
* Does not include escrow fees or closing costs which willbe deducted from the sales proceeds.
EPlC’s Certificate of Insurance is provided on the following page for inclusion in the contract.
EPIC bills all projects on a time—and—expensebasis within a not-to-exceed amount or as a not-to-exceed flat fee. To work with the greatest degree of impartiality and represent public agencies free of conflicts of interest, we do not charge commission fees based on the real estate transaction price. By working wit EPIC, a professional right of way consulting services firm, we ensure that the property h acquisition is performed in complete compliance with the federal Uniform Relocation Assistance and Real Property Acquisition Policies Act (URA), Surplus Lands Act, and in accordance with applicable local and state policies and procedures.
Fee Structure
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IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an end rsement. A statement on this certificate does not confer ri hts to the certificate holder In lieu of such chwartz
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TYPE or INSURANCE I‘.'.33I POLICY NUMBER II'III%Lr'a%I{v'\Er'\:rEzI IIII;8ILr|\%YvEI)\(/NI LIMITS A X COMMERCIAL GENERAL LIABILITY 1,000,000 6079231941 10/1/2021 10/1/2022 1.
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AUTHORIZED REPRESENTATIVE
IFOR YOUR REFERENCE ONLY ACORD 25 (2016I03) ©1988-2015 ACORD CORPORATION. All rights reserved The ACORD name and logo are registered marks of ACORD
PRODUCER
THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMEDABOVE FOR THE POLICY PERIOD INDICATED. NOT\/VITHSTANDINGANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACTOR OTHER DOCUMENTVVITHRESPECTTO WHICH THIS
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OCTOBER 11,2011
Proposal to City of Hemet for
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Tabl of Cont nt
4 Broker Qualifications
19 Approach
31 Team Members
40 Compensation
43 Sample Insurance Certificates
CBRE® 2021AllRightsReserved.Allinformationincludedinthisproposalpertainingto CBRE»—inc|udinqbut not limitedto its operations,employees,technolog and clients y «are proprietary and confidential, and are suppliedwiththe understandingthat theywillbe heldinconfidenceand not disclosedto third partie withoutthe priorwritten s consent of EBRE.Thisletter/proposal is intendedsolelyas a preliminaryexpression of general intentionsand is to be used fo discussionpurposesonly.Theparties r intendthat neithershallhave anycontractualoliligationsto the other withrespect to the matters referred hereinunles and untila definitive s agreement has been fullyexecuted and deliveredby the parties, the parties agree that this letter/proposalis not intendedto create any aqreeinent or obligationbyeither party to negotiate a definitivelease/purchase and sale agreement andimposesnodutywhatsoeveroneither party to continu neootiiations,includingwithoutlimitationany e oblinationionegotiateingoodfuitliorinanywayollierthanatarnfslenqtli. aoreeiiieiil,.and witlioutany liahilityto the other party, eitliei Piiortodeliveryofadefinitiveexecuted party may{1}proposerlil‘feientterms irornilllltifif:3tlfIil1lE)l’iZl'.*.d herein, (2) enter intonegotiation withotiier s nay" nsttlmri5lllli|£-liE)i‘<’l|i\/ terminate allni.3.i;,lutiatioit:-; withthe tl'{ii::liparty lieieiin.e'3l3R‘r.'. and the litlltlflouooreservirzeinailisof tIl%%’il;,land/oriis s '3i'3"3‘>i|i‘llt‘.l‘.‘li‘1)°-tl:3i3!it5i,ii3illli1]rll'1ii!f*§i!"i.,t.3Hl1ii,8i!piiaiélli5'lilii!?§i'l€‘li7l}il‘l« ' ' mi ill:]'ii‘lliiICjli.tlIl..:= 5:dni':ni11er;lare tilegllliiitililyof fil':.‘l-"l'{19T§l:"tl til.v'.i~'1l,i,' ne. .1 Page 64 of 172
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CBRE, Inc.
Brokerage Services
www.cbre.com
Operating across every
dimension of commercial
real estate, CBRE sees more
so you can do more.
October 11,2021
HP Kang, Community Development Director
Candace Sunds, Procurement Administrator
445 E. Florida Ave.
Hemet CA 92543
Re: Request for Proposal for On—Cal| Real Estate Broker Services for Real City-owned Property in the City of Hemet
Good afternoon,
On behalf of CBRE, |nc., thank you for the opportunity to submit our proposal to provide the City of Hemet with broker services related to your surplus property.
We understand that the City is seeking services preliminarily related to the disposition of APN 456-050-044 and APN 456-O50-O23 which total approximately 19 acres on the northwest corner of Sanderson Avenue and Stetson Avenue, in the southwestern portion of the City of Hemet.
CBRE offers the City significant advantages related to the provision of market analysis, opinions of value, market representation, negotiation, and closing services at the property and others in the future:
Represented on this assignment by Eloy Covarrubias ,Joseph Werdein, and Brian McDonald, CBRE brings a deep knowledge of the Inland Empire retail and industrial market with extensive experience in land development and assemblages. As a team, they employ an energetic and refreshing outlook on how to better serve their clients.
CBRE is the world's leading commercial real estate services firm, #1 in investment sales for 15 years in a row. We offer an integrated suite of advisory, transaction and management services for occupiers and investors across the entire real estate life cycle.
Our team members are regularly transacting in Hemet and Riverside County, bringing insights, seller networks, and proven strategies to maximize pricing of your assets In addition we bring a unique resource in commercial real estate, a Public Institutions & Education Solutions (PIES) practice represented on this assignment by Brian Hutcherson, specifically focused on the commercial real estate needs of government entities providing Hemet with best practices and no learning curve. We would be delighted to welcome Hemet into the CBRE family as a client. Ifwe are selected the City has my personal promise that our partnership willembody our RISE values: Respect, Integrity, Service, and Excellence. Please don't hesitate to contact Brian.
[email protected] or myself for additional information or next steps.
Thank you and best regards,
Ian Britton
Managing Director, CBRE Inland Empire
4141 Inland Empire Blvd,Suite 100 Ontario, CA 91764 T +1 909 418 2002 IC +1714 553 5879 [email protected]
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Broker Qualifiation
STATE OF CALIFORNIA
DEPARTMENT OF REAL ESTATE
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Confirmed. CBRE’scorporate real estate license is provided as well as individuallicenses for our team members. CBRE’s certificate of status with the State of California is also provided.
BROKER QUALIFICATIONS
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DEPARTMENTOF REALESTATE
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STATE OF CALIFORNIA
DEPARTMENTOF REAL ESTATE
License Type:
Name:
ce se Type:
Na e: Covar|'U bias.Eoy C var ub as Ma Ii g Address 4 NLA D EMPI E B V O R 0, A9 764
(Above addre s is a ed unreia e DREdala ase)
LD
STATE OF CALIFORN A
SALESPERSO
Ma ing Address
License ID:
Expiration Date:
License Status
D/10/
Former Name(s
Responsible Broker
SALES ERSO
W rden, osep Matihew
2 26T S EET U EAC CA9 64
T9 235
125/23
H N ING ONE
01 0
License D: 00409937 CBRE nc 400 S HOPE ST 25 FLOO
LOS ANGELES, CAR90071
O OTHER PUBL C COMME T
Comment
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14.B
Secretary of State
Certificate of Status
I, SHIRLEY N. WEBER, Ph.D., Secretary of State of the State of California, hereby certify Entity Name: CBRE, INC.
File Number: C0642192
Registration Date: 12/29/1971
Entity Type: FOREIGN STOCK CORPORATION
Jurisdiction: DELAWARE
Status: ACTIVE (GOOD STANDING)
As of October 3, 2021 (Certification Date), the entity is qualified to transact intrastate business in California.
This certificate relates to the status of the entity on the Secretary of State's records as of the Certification Date and does not reflect documents that are pending review or other events that may affect status.
No information is available from this office regarding the financial condition, status of licenses, if any, business activities or practices of the entity.
INWITNESS WHEREOF, I execute this certificate
and affix the Great Seal of the State of California
this day of October 4, 2021.
SHIRLEY N. WEBER, Ph.D.
Secretary of State
Certificate Verification Number: YJ1PAQZ
To verify the issuance of this Certi?cate, use the Certificate Verification Number above with the Secretary of State Certification Verification Search available at bebizfile.sos.ca.qov/certification/index.
14.B
Th Indu tr
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2. Must have an excellent reputation in the real estate community. 6: s y
Corporate headquarters
2100 McKinney Ave Suite 700,
Dallas, TX 75201
Total transaction value (2020)
$290.1B
Publicly traded company
NYSE:CBRE
CBRE is the world's largest commercial real estate services and investment firm, with 2019 revenues of $23.93 and more than 100,000 employees (excluding affiliates). CBRE has been included in the Fortune 500 since 2008, ranking #128 in 2020.
It has also been voted the industry's top brand by the Lipsey Company for 18 consecutive years and has been named one of Fortune's “Most Admired Companies" in the real estate sector for 7 years in a row.
CBRE offers a full spectrum of integrated services, including 15 primary business lines and nearly 100 specialty practices, designed to assist clients in seizing the full gamut of real estate opportunities. We are the fastest to launch new services, develop market niches and provide solutions to swiftly evolving client requirements globally.
Locations Global employees
530+ Offices 100,000+
in 100+ Countries
0 Development projects
in process
$493
Integrated accounts
500
Real estate assets
under management
$122.78
Clients in the fortune 100
we serve
14.B
2021 AC olades
GENERAL
PEOPLEIWORKPLACE
SUSTAINABILITY
Included in the
Dow Jones Sustainability
World Index (DJSI) for eight
consecutive years
Fortune 500 company
since 2008.
Ranked #122 in 2021
—Fortune
Named one of the best large
employers in America and one of the World's Best Employers -Forbes
World's Most Ethical Companies
eight years in a row
-Ethisphere
A top company for diversity, women and new graduates
-Forbes
Most Admired
Company #1 in real estate for
third consecutive year; Nine
years in a row on the list
-Fortune
#1 brand in
commercial real estate for 20
consecutive yea rs
-Lipsey
Best place to work for
LGBTOEquality and
a perfect score for the
eighth straight year on the
Corporate Equality Index
-Human Rights Campaign
#22 on Barron's 100 Most
Sustainable
Companies List
-Barron's
Ranked #24 in 2021 100 Best
Corporate Citizens list and #1
among real estate firms
-38!. Media
Highest-ranked
CRE services company
F‘£_'1|bF:!f~. .JU‘3 i" !_‘;a,~Im)
Diversity Leader in Europe for
the second consecutive year
-Financial Times
#23 of Top 50 Best ESG
Companies and the only
CRE services firm
on the list
—Investor's Business Daily
Outstanding Diversity &
Inclusion Organization
-Dallas Business Journal
Named to 2021
Gender-Equality Index
~Bioomberg
14.B
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Public Sector Specialists
CBRE's Public institutions & Education Solutions (PIES) team exclusively focuses on the commercial real estate needs of the public and higher education sectors, providing complex brokerage, consulting, and representation on over 100 active contracts in 20 states.
This experience gives us insight and familiarity with the strategies and processes that work best for public clients, the challenges you commonly face, and the importance of executing transactions at the highest standard and value.
CBRE currently represents several relevant entities including the City of Vernon, LACounty, Sonoma County, the City of Oxnard, Alameda County, Covered California, California Judicial Council, City of Sacramento, Placer County, Sacramento Regional Transit, Sacramento County, Sacramento Municipal Utilities District (SMUD), City of Rocklin, City of Stockton, City of Roseville, San Joaquin County, the State of California, Maryland, the State of North Carolina, the State of South Carolina, Dorchester County, SC, Broward County, FL, Harris County, TX, Dallas County, TX, and many others.
Public sector clients engage CBRE because of our unmatched experience and credibility advising on mission-oriented real estate portfolios locally, regionally, and nationally. MilwaukeeCounty Cityof
e ‘ CountyofFonddu Lac RumsevCoumy (W ofHgm
CityofIndiana olis MinneapolisPublicSchools P CityofNortonShores FASW9 I MortCommunityCollegeHigherE Cityof Reno AlamedaUnifiedSchoolDistrict City
Ci
‘C
Cityat CityofAcadia CityofAzusa
_ LosAngelesCounty I’ H9”"‘° (°'-'"lY CityofLosAngeles
. . . SC
LosAngelesUnifiedSchoolDistrict Sc Rmk Authority OrangeCountyTransportationAuthority OrangeCounty TarrantCounty- Ofl’9I;‘S;1‘I]2:J'l':1mre
NorthCountyTransitDistrict TX Cityof Emmy pubiic PortofSan myof ("Y "FSZDSDNWQO las Vegas ofOwl“ uvv of El HealthNetwork of MuriwpaCounty TexasDepartment of H“"“°"y|:;b“‘ Schools _ myofH Luudeldule
("V of Phoenix Transportation
C
Commission ("V of Hollywood
myof Glendale TexasGeneralLandOffice fD°L:|mV myofHuiiundaieBead, . Ciiyof Hays(oumy ° “ "5 CityofMiamiGardens
("V OlAV°"d“le
_ d I AreaRapidTransit agmh A"5“” lndepen°”lS‘h°° |ndependentSchoo|District 5 t , _ _ _ ys em
CityofAustin JP5H93”: d Cityof Bonita ofH Myms
EmployeeRetirementSystemofTexas a’ "'1 Pinellas of(ups (omi TeacherRetirementSystem ofTexas Eiteitil’ / TravisCounty County Us NWV TexasFacilitiesCommission Tfllll?li City8.Countyof Honolulu PR GreenshadingdenotesState—level clients 25 50+ 100+ 0 On 20*
states cities & counties million Square team members
feet
159+ A+ © $3B
Combined veers rating from State in revenue returned to of agencies public sector clients
experience through sales and
ground leases
BROKER OUAL CAT ONS
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ofChattanoog
14.B
3. Must be knowledgeable in the local real estate market and have experience with small and large commercial properties.
Over 75 years ago, CBRE took center stage in the greater Los Angeles region as the preeminent provider of end-to-end real estate services. Today, CBRE continues to lead the region with 1,100+ professionals collaborating without borders across our full-service offices. Our effective integration of all CBRE service lines empowers us to offer a one-stop solution for all your real estate needs.
Whether you are down the street or across the region, CBRE “bi - delivers the market coverage you need and the full—p|atform advantage you deserve: a doub|e—play commitment you won't get anywhere else. CBRE offices
Discover the difference — make our industry expertise your competitive advantage.
CBRE rcial Firm in
acres sold in Inland
Empire
square feet of
industrial space
total consideration
, +
acres currently in
escrow
Recent local closed transactions
Active in Riverside #1 Market Share in Inland Empire 60+ employees and County and Inland Empire across all Property Types offices for 50+ years
CITY OF Page 74 of 172 + CBRE
14.B
Sample local projects
Pomona Fairplex
88 acres
66 CBRE represented Los Angeles County and the City
of Pomona on the monetization of the 88-acre Fairplex
property. Due to the high demand for auto and trailer
storage in the IE,the already improved project could be leased short term or month to month for a substantial
amount to help recoup lost revenue. With the
marketing plan in place and CBRE’s extensive network
of brokers and tenants, CBRE was able to uncover
a long term user requirement in the market. The
requirement resulted in an immediate 30 year deal with
the user improving the property at their sole expense.
The user will also generate a significant amount of
sales tax for the City of Pomona
You and your team exceeded all our expectations. We would definately keep you guys in mind 99 for future endeavors - Heideh Eftehari of American Life Ontario International Airport
148 acres CBRE represents the county ofSan Bernardino, the City of Ontario and the Ontario International Airport
Authroity on ‘I48-acres at the Ontario International
Airport. The property is encumbered by the runway
protection zone as well as multiple species of protected habitat. By providing up to date market data on permitted useswithin the protection zone, we were able to project an income stream on a greater net acreage.
We are currently relocating the species to a more
suitable area. These items derive a high land value in
the sale and ground lease of the property. Developers
will also be able to provide a more functional project for end users
BROKER QUALIFICATIONS Page 75 of 172
14.B
LL
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4. Must be knowledgeable in the use of all public real estate records.
Confirmed. CBRE regularly reviews public real estate records in our representation of both public and private sector clients. We are adept at locating and interpreting existing documentation including zoning maps, plat maps, surveys, title documentation, assessor's records, comprehensive and general plans, and other required documentation to accurately and appropriately advise our clients on the best course of action.
We regularly review public real estate records in providing our core services to states, counties, and municipalities nationwide.
Disposition of
surplus property,
land swaps, build to suits,
Strategic Planning Development
Advisory & Publicivate Partnerships
Leasing
Advanced
planning,
site selection
and business case
development, negotiation,
and relocation
Lease vs Buy Analysis
Consolidation
Opportunities
Site/Building Due
Diligence
Landlord Due Diligence
Site Comparison
Location Analytics
Space Planning/Test Fits
Negotiation
Acquisition
Dispositions
Broker Opinions of Value
Cost/Benefit Analysis
Professional Marketing
Materials
Broad Marketing Reach
All Property Types:
Multifamily, Courthouses,
Land, Prisons, Buildings,
Ports, etc
Transaction Structuring
Public & Transparent
Portfo|io—wide
or site-specific
optimization analysis
and action plans
— Facility Condition
Assessments
— Occupancy Studies
— Highest and Best Use
Analyses
— Valuation
— Portfolio Review
— Benchmarking
- Asset Inventory
— Recommendations
Accessing
private sector
capital to generate
revenue and reduce costs
Project Preparation
Visioning and Stakeholder
Input
Feasibility Analysis &
Modeling
RFQ/RFPPreparation
Transparent, Competitive
Process
Market Engagement
Bid Evaluation Support
Negotiation
Design Liaison Services
14.B
5. Work with other local municipalities is highly recommended although not required.
Sample current and recent transactions completed by CBRE for government clients Florida Housing Finance Corporation state of North caronna Sale Of72 acres Offoreclosed land on behalf Of Former prison site, c|o3ed by the State and sold by the Corporation CBRE for $43M
City of Fort Lauderdale, Florida Sonoma County, California Historic properties in disrepair, leased to 72 acre sale of former County Chanate Campus investor for renovation buildings and land
City OfAV0nd8le.Arizona Alameda Unified School District Sale of land parcel for multifamily development 3319 of supius property on behaif of AUSD in new mixed—usedistrict
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Sample current and recent transactions completed by CBRE for government clients
ADAMSCOU Y
uavsluulllvce an
City of Oxnard, California Adams County, Colorado
Acquisition of 80—keyhotel for conversion to Acquisition of 14 acres of vacant land for future parks, affordable housing recreation, and open space uses.
City of Fort Myers, Florida Wayne County, Michigan
Acquisition of former newspaper printing Acquisition of land and facilities for use as site for conversion into police department firearms training facility headquarters
Ramsey County, Minnesota City of Chattanooga, Tennessee Acquisition of new site for use as Multiple acquisitions for Fire Department environmental service center and hazardous expansion, and a facility for Homeless Housing waste recycling and Services
CITY OF + CBRE
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14.B
Sample current and recent redevelopment projects brokered by CBRE for government clients North County Transit District, CA CRY°f Chula VistavCA
MiXed_U5ed_transit Oriented deveiopment Advisoryservices related to the University and proiect on 10 acres inciuding muitifamiiy and Innovation District, a 375 acre dense, urban, walkable, affordable housing, office, hotel, retail Campus
City of Palm Desert, CA City of Hollywood, FL
Development advisory services on City—owned Advisory and brokerage services on owned land and potential values, densities, and parcel, resulting in multifamily and restaurant/ transaction strategies. retail development + public infrastructure improvements
Dorchester County, SC city of Miami, FL
Redevelopment Of hlStOl’lC500 Main blOCkin Land swap redevelopment of former keeping Withd0W”t0W“ Charm administrative headquarters site with multifamily, retail, public river access; delivery
of turnkey headquarters at separate location
QUALIFICATIONS Page 79 of 172
14.B
w
OXNARD
Dispositions
Additional recent public sector clients in California
A l.' I‘ H O R l ‘I Y
Office Strategies
Industrial Strategies
Build-To-Suit Transaction Services
Valuation Studies
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14.B
Approach
14.B
APP1”Oa Ch
We understand that the City is seeking the following services:
1. Performing market analysis. 5. Negotiating with buyers on behalf of the City.
2. Providing the Planning & Development Director with monthly 6. Coordinating real estate appraisals. activity reports.
7.Coordinating real estate transaction closings.
3. Provide Broker's Opinions for all attached properties.
8. Handling all other customary activities and services
4. Provide Marketing materials for selected properties to be associated with real estate transactions. listed.
CBRE is the world leader in the acquisition and disposition of commercial properties. By utilizing data, transaction experience, a clear execution process and deep relationships, our professionals can anticipate trends and command capital globally. The integration of property sales with lending capabilities, along with our unparalleled speed to market via CBRE Deal Flow, exceeds the diverse needs of today's buyers and heightens the probability of close.
With this perspective, we can advise the City on its best options for monetizing property, from fee simple sales, to ground leases, up to and including recommending hold strategies if necessary. CBRE’slocal, regional, and global network and databases allows our clients’ access to developers, finance professionals, and investors that no other firm in the industry can match. We analyze the property and marketplace in order to implement an aggressive marketing strategy and create excitement and motivation in the market, something especially important during unpredictable market cycles when many participants retreat to the sidelines. CBRE’ s marketing campaigns create visibility on a local, national or global scale, and we consequently successfully close transactions, even on assets that have proven difficult to sell or in challenging market conditions.
Our specific approach to securing buyers frests on a number of principles:
develop high quality creative marketing strategy designed to achieve the highest value in as short a timeframe as possible cast as wide a net as possible in the potential offer pool to generate competition and leverage for the City communicate to the market the development opportunity that exists for profitable and productive development not only market the site, but the community, the Hemet lifestyle, and culture of the Inland Empire itself a thorough due diligence process and full disclosure of same to provide buyers with as much information as possible to facilitate a clean sale with no re—trades Prior to marketing for sale the Property, CBRE willwork with the City on the following “pre—market"activities to ensure a successful outcome:
Market Analysis Target Buyer List
Identify market trends and comparable transactions for Create a list of buyers whose profiles best fit the the Property based on current market conditions and opportunity. This list willbe in addition to CBRE’s demand. proprietary list of global investors and developers seeking opportunities.
Development Potential &Valuation Market Strategy
Calculate a reasonable value range for the Property Develop Property specific branding and materials to based upon highest and best use, density, and phasing market the Property, including offering memorandums, of redevelopment. due diligence materials, and a property website. +
14.B
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AS THE nus! 5EI'I‘I.E5
Market Analysis
As part of our kick—offprocess with the City we willperform several analyses to inform the valuation and underwriting approach as well as the marketing plan.
Understanding the current and future market for various use types is a critical element in project planning. Backed by the industry's leading research platform, CBRE provides timely, relevant multifamily, life sciences, hospitality, retail, logistics, senior housing, and industrial data and knowledge in every market on a scale that can't be matched by any other competitor.
Quality and success in delivering transaction services and marketplace solutions is dictated by timeliness, relevance, and frequency of marketplace activity. As a result, we have built an unrivaled platform of over 1,600 transaction managers and 8,280 brokers globally — the largest transactions workforce in the industry. Across CBRE's 530 global offices, we completed over 87,750 transactions last year. Since marketplace intelligence is time sensitive, CBRE's ability to produce current, comprehensive market insights from transactions we have direct, intimate knowledge of creates real advantage for the City. In addition, our #1 market share and marketplace activity ensures that the advice we offer you is accurate and relevant in ways otherwise unobtainable.
Our brokers meet regularly to share comps, tenants in the market, and other timely information. We provide our research team with details about deals on our radar. This has given us a distinct advantage compared to our competitors in quickly changing markets. These virtual and in person meetings give us the most current snapshot of the market and allow our professionals to accurately determine values, recognize trends, and make accurate predictions.
With CBRE, the City willhave immediate access to real time comps, information from to the industry's largest lease database, rent—gap analysis, financial analytics programs, and the CBRE Mapping Center with proprietary CBRE—Earthdemographic data.
We have several in-house researchers focused on the Inland Empire and Hemet region.
Upon engagement, the CBRE team willbegin to gather
data and synthesize information into useable formats for the City. At the direction of Brian Hutcherson and with data provided by the broker team, CBRE willperform
market analysis based on different likely uses (for example, industrial development) and provide insights on the market conditions for each type of potential use, with comparable transactions providing insights on potential values that may be expected, market velocity, and major players.
This data willinform modeling, forecasting of rates of
return, land value, and development potential on any
project. Specifically, the team will:
Review recent market activity relevant to the property
(ie land transactions, recent development projects, or
residential land transactions)
Opine on use types with highest value potential based on market observations and data Provide comparable transactions to demonstrate market
demand for similar assets and what the City may expect
from the market
Inland Ernplra, Q2 1021 Uptick in occupancy
slows negative net absorption
Inland Enlplrn Indullrial: Q2 IOII
Thu Inland Empire tontlnuas Its hlstorlc momentum
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14.B
Broker Opinion of Value
Determining the highest and best use of any potential development or disposition site is an important first step to understanding its value and corresponding marketing approach. CBRE willstudy the parcel and provide a consulting report on its strengths weaknesses, opportunities, and threats. The report may take the form of a Broker Opinion of Value (BOV) to understand the highest and best use of the property and its potential value. A BOV typically includes a description of the property, its Strengths, weaknesses, and opportunities, comparable recent sales, and a financial summary indicating a value range. Although a BOV is not an appraisal, it is an important tool to understanding the State's potential value at the site as per any developer or buyer's planned use and potential other uses. The BOV process willlead to the State having the most informed perspective as you address the market.
The report will provide:
Area analysis including major drivers of economic
growth in the area, demographic trends by
population. incomes, employment, etc
Neighborhood analysis of conditions surrounding
the parcel
Market demand for various use types
Other recent development projects and growth and
development trends that could affect the market for
development at the site
Specific site analysis including size, physical
description developable area, ingress and egress,
easements, zoning
Allowable and likely density on the site
Corresponding value ranges
(l]]=m;STRENGTHS
‘ CHALLENGES
.\
Zoning — C-2 zoning. While commercial zoning is not the lncfeased a0tlVl5m & l3b0F0|'95nlZ3tl0n 0PP0Sltl0n current highest and best use, it allows for more flexibility in a re—zone/GPAprocess compared to residential due to
State Affordability Housing Initiative Act (SB330) limiting zoning changes
Distance to nearest freeway on/offramp
Market saturation — Existing commercial nearby, and along Hwy 74 may limit demand
Improvements — Existing curb and gutter, and street
improvements in place
Location — Signalized corner with high visibility
Utilities — Allutilities existing to the site
@ OPPORTUNITIES THREATS
Path of progress Existing retail in the immediate area
Potential rezone to Industrial, which is the current
highest and best use
14.B
posronox .-
Marketing Materials
Based on the findings of the previous activities and consultations with the City, the team will develop Property specific branding and materials to market the Property, including offering memorandums, due diligence materials, and a property website for interested parties.
Our marketing plan includes development of electronic, as well as hard copy, marketing materials by professional graphic designers.
The result is an appealing, highly polished collection of marketing materials that sets the stage for the offering. We leverage the CBRE technology platforms by creating materials for both electronic and print mediums.
RFP: Digital First Experience
— Delivers concise, graphical, data and story-driven marketing, specifically designed for the executive investment committee — Captures the attention of the decision makers by driving them to focus on the high-level information of the investment — Enhances speed-to-market and increases efficiencies in the marketing process — Supporting documents such as reports, in-depth financial models, and deep-dive market information made available in the Deal Flow virtual deal room
Launch Email
Targets active, qualified buyers
Includes standard touch points and virtual marketing materials Distributed through the Deal Flow platform
VIRTUALTOUR
Web Presence
An engaging, full-featured, mobile-friendly
executive summary presentation
Potential investors can interact with a virtual
tour, review investment highlights, access due
diligence, and more
CBRE
Available on the Deal Flow platform
APPROACH 23
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14.B
Spotlight on Property Marketing
Creativity in Action — CBRE Marketing
From marketing strategy development to collateral production, our consultative marketing professionals offer the City a complete in—housemarketing shop. Our designers, writers, web publishers and communications teams willsupport the team's marketing and special projects needs efficiently and at no extra cost. % CBRE}
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Our Approach
Property Marketing is essential in communicating the value of your properties. It can set the tone for a new development or define a community's story. CBRE‘s thoughtful, expert approach to marketing assets leverages our perspective and technology to entice potential buyers, attract strong capital, and make a tangible difference in the disposition's success.
CBRE's regional Property Marketing Studios are a no-cost resource for the industry's most popular types of marketing materials such as brochures, flyers and email campaigns. The Studios’ teams pair design expertise with accelerated speedto-market to deliver materials that willset your opportunity apart from its competition.
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Next LevelExposure
CBRE leads all commercial real
estate brokerage firms in terms of
print and online media coverage,
according to Cision, an independent
media monitoring company.
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After we create the necessary materials to launch a multl-channel marketing campaign, we set the streamlined process in motion in order to create a competitive environment. This phase in the process includes:
— Market internally to over 9,000 CBRE brokers worldwide ~ Launch initial announcement blast through Dea|F|ow
— Email blasts and/or mailed announcement flyer
— Accept inquiries and answer questions from prospective buyers — Court qualified investors and distribute Offering Memorandum — Conduct buyer site tours
— Receive first round of offers
Access the largest real estate network in the world
CBRE's proprietary Deal Flow platform connects investors to the largest, most diverse for-sale inventory, and we put this data to work to anticipate trends and drive our industry—leadingsales volume. Deal Flow brings together a highly targeted audience of prequalified buyers and matches them with global office inventory to accelerate performance and deal velocity.
Combined with CBRE's market insights and CBRE Econometric Advisers’predictive analytics, CBRE Deal Flow connects properties and portfolios with the right buyers at the right time.
New Deals
Brought To
Market Each
Month
$181.6B 15,575
sold worldwide in 2020 sales transactions worldwide in 2020
APPROACH
Data base of DEAL FLOW 1JM+
Investors
1+
Confidentiality
Agreements
Signed Per
900+
apital Markets Brokers in
the US
14.B
26 Keys to Driving Value
The ability to drive value is predicated on the ability to effectively reach capital sources across the globe with a creative and complete story that successfully positions this opportunity as a highly attractive, generational investment opportunity that is located in a highly coveted part of the country where limited investment opportunities are available. Investors are continuously indicating that they are looking for quality, security and upside, and this asset uniquely provides all of these. The final element is to create the sense of scarcity—that the opportunities in Hemet are irreplaceable.
CBRE willsend the listing to over 20,000 developers, investors, brokers, and high net worth individuals and emphasize the following elements:
Upcoming TOD
projects and
booming industrial
sector are positives
for Hemet
Benefits of signalized
intersection and adjacency to residential and
commercial development
Appropriate zoning,
utility access, and
vehicular access
Purchase developable land
at reasonable price with
significant upside
In addition to digital marketing we willalso make calls with local and regional players in our network that are keen to make investments during the currently robust market cycle. We have a number of likely bidders in mind that we willsolicit on the City's behalf.
Creating Investor Competition
EMOT|ON
TACTICAL LEVEL STRATEGIC LEVEL
Provide security through defensible financial
underwriting
Create frenzied environment/managed offering
process
Articulate benefits and opportunity of this acquisition This opportunity cannot be replicated in the market Tailor presentation to target different capital sources Move decision from mathematical to emotional CITY OF + CBRE
MAXI
|,()C-\’I‘l():\’ QUAHT3 UPSIDF. ()l’P()RTU.VlTY
OPPORTUNITY/UPSIDE COMPET|T|ON/ UNDERWRHING/SECURHY
(REAL & PERCEIVED‘, SCARCITY
14.B
Global Exposure, Local Relationships
Our market strategy willcombine CBRE's local market relationships with its global network of investors and developers. In CBRE’s experience, the successful purchaser willmost likely come from the target list of regional developers and users who best fit the development opportunity. That said, in order to achieve maximum pricing, CBRE willuse its global marketing platform to create as much competitive bidding as possible.
Interms of market engagement, CBRE recommends not establishing an asking price and would advise a competitive process in which all prospects are given adequate information and a fair opportunity to prepare and present their best offers. CBRE’sin house practice groups for Industrial & Logistics, Multi—Family,Hotels, and Retail willbe mobilized as needed to facilitate increased competition. 2020 Global Sales Activity
$181B+
Sales
volume
$40.03
Office
sales volume
$29.43
Multifamily
sales volume
Access to Global Capital
$53B+
Financing
volume
$29.73
Industrial
sales volume
$1.6B
Hotels
sales volume
CBRE migrates more global capital around the world and into the US. than any other firm
CONNECTED GLOBAL
SCALE
Linking clients to capital
and opportunity in every
market across the globe
DIRECT
INVESTOR OUTREACH
Increasing speed and
precision for every
transaction
15,575
Global Capital
Markets Sales
Transactions
$9.93
Retail
sales volume
$6.58
Land
sales volume
POWERFUL
BUYER
INTELLIGENCE
Unsurpassed deal volume
Local expertise
Proprietary technology
in total properties
sold & total dollar volume
EXECUTIVE LEADERSHIP
INVOLVEMENT
Leveraging |ong—standing
personal relationships
to personally market
opportunities
Ensures speed to market
and higher probability of
success
$4-1.7B
International investment sales
activity in 2020
41%
more than our next
closest competitor
Leader of inbound capital placement in the U S with
$35.43
14.B
Negotiations and Closing
Prior to negotiation and execution of sales contract, CBRE willadvise and facilitate the City's decision making to select a developer purchaser. This includes presenting all offers to the City with an analysis of terms, advising the Ciy regarding any counter offers and/or "best and final" requests, and conducting interviews with interested parties. CBRE willcreate and maintain a competitive environment throughout the acquisition process. Creating anxiety among bidders by carefully controlling information (while complying with the City's requirements) is a key element of this process. We pride ourselves on running clean and defensible negotiations and transaction strategies that withstand scrutiny and public attention. The team willsolicit draft transaction documents from selected buyers, analyze offers and counteroffers and provide like kind comparisons of buyer terms to recommend the optimal path for the City.
CBRE willwork with the City's selection team to review all proposals on a like-kind basis and participate in the respondent due diligence and selection process. Our team willimplement a fair, confidential negotiation process that includes:
- Evaluating offers with the City including financial analysis of various offers including price, terms, contingencies, and their relative merits to the City
— Sending out "best and final" letters to the top buyer prospects along with due diligence materials — Receiving best and final bids
— Conducting buyer interviews
— Buyer selection
— Executing agreements necessary to contract sale
— Facilitate the buyer's due diligence, including review of title and survey, zoning, physical inspection and market reviews — Address any issues necessary for closing
— Successfully transition to new ownership
CBRE’s negotiation with the selected development partner willbe a fair and confidential process. CBRE willadvise the City regarding financial and business terms (for example, study period and contingencies) to be incorporated in a contract of sale. Once the contract of sale is fully executed, CBRE’s role working towards contract close is to facilitate the purchaser's reasonable due diligence requests, including review of title and survey, zoning, physical inspection and market reviews. This final phase is detail heavy and relies on the strength of our platform, initial due diligence and experience.
Sample Analysis of Received Proposals
The CBRE team has delivered _ detailed financial analysis of 3.. 3 :1 agaggs agigis §§§§§‘ a
land transactions for clients
including Sonoma County,
Alameda Unified School
District, City of Oxnard, North
County Transit District, and
many others.
+
CBHE
14.B
Other Customary Services Provided
CBRE willbe a hand in hand partner to the City, advising you on the best strategy to attract offers, analyze those offers, and negotiate in your best interests. Our services include those customary in real estate transactions including serving as single point of contact with potential investors, collecting bidder questions and publishing answers, hosting pre-offer conferences and site tours, relaying all offers to the City in a timely fashion as required by law and our standards, comparing and analyzing offers, advising on negotiation strategies, and reporting to the City on our regular process.
We also regularly brief and report to our clients’ stakeholder groups including Commissions, Executive Councils, Boards, etc and will do similarfor the City as requested.
Providing the Planning & Development Director with monthly activity reports The strength of the communication within the project team and with the City willhave a meaningful impact on the success of our partnership. We tailor our reporting approach to the needs of each client and each project, with an emphasis on concise, timely, and actionable information. Depending on the type of project we are working on for the City, potential reporting formats include:
— Weekly check-in calls to report on status of ongoing projects — Monthly (or biweekly) status reports on for sale properties including interested parties, fo||ow—ups,tours, and interest — Pre-determined milestone deliverables on ongoing projects — Ad hoc reporting on market trends, activity, rents, and development in the area CBRE willassist the City to build consensus with all stakeholders to support the recommended course of action. Without exception, our public sector work requires approval from multiple state, county, city or local government officials.
Our transparent process, attention to detail, and aggressive pursuit of our clients’ goals enables us to deliver public sector projects from inception to completion.
We are committed to meeting the activity and transaction reporting requirements of the City and willgive regular briefings to your staff at your direction to communicate status and recommendations.
The CBRE Advantage
Best in class
marketing approach
Powerful market
insight
Specialized
advisors
Deep access
to capital sources and
financing options
Local expertise,
national and global
exposure
14.B
In summary...
We recognize the City's desire for a competitive, widely advertised, and fully compliant disposition process that can be replicated across multiple properties. Our process is summarized below and can be expedited depending on the City's needs.
Objectives
Market Evaluation
Property Value & Highest
& Best Determinations
prospects
Launch Property Web
Site
Open Due Diligence
Confirm Bids Meet
Provided Guidelines
Present Bid Summary
Review PSA Comments
PHASE I Q
PHASE II PHASE III PHASE IV
ANALYSIS& MARKETING BIDDINGPROCESS CLOSING
PREMARKETING E-mail offering Receive and Review Drive Diligence Process Identify Stakeholders & documents to Qualify Investors Facilitate Contract Completion
Gather and Provide
Additional Due Diligence
Information
Strategy Development Room Review Bids and Participate in Contract Review existing clue CallTargeted Conduct Best-and-Final Negotiations diligence Investors (if allowable Round Close Financing Order Photography under Procurement Overcome Buyer Close Transaction Confirm PSA template rules) Objections
with City Periodic Email Blasts Assist in Obtaining
Draft Offering Conduct Pre-Bid Necessary Internal
Memorandum Meetings if applicable Approvals
Populate Due Diligence Host Property Tours
Vault Mitigate Buyer
Finalize Targeted Investor Objections
List Weekly Status Report
Weekly Status Calls Weekly Status Calls
|(ICKOFF COMPLETE LAUNCH CALLFOR SELECT DUE CLOSING
UNDERWRITING MARKETING OFFERS BUYERS DILIGENCE
COMMENCES
C
AWARDEDDEAL
REVIEWEXISTING BEST8.FINAL
DUEDILIGENCE BIDSDUE
CITY OF HEMET + CBRE
TIMING VARIES BYASSET TYPE, CITY PRIORITIES, MARKET CONDITIONS
14.B
03 Team Members
14.B
TeamM € mb€Sr
Combining local, regional, and national experts in all facets of commercial real estate, the CBRE team provides a one-stop shop for world-class advice and analysis.
Brian Hutcherson
Western Regional Manager
CBREPublic lnstitLitions &
Education Solutions
Transaction Team
El°Yc°Va“'Ubl35 Joe Werdein Brian McDonald
Executive Vice President senior Vice President First Vice president CBRE Industrial Specialty CBRE Advisory &Transaction CBRE Reta" & Land Advisory . Services
Kathee Wozniak
Team Development Director
CBREIndustrial Specialty & Land
Advisory
Michael McShea Ian Britton
Executive Vice President Managing Director
National Lead CBRE Inland Empire
CBRE Public Institutions &
Education Solutions
Market Research Technology Solutions Financial Consulting Location Intelligence Logistics StSupply Chain Property Marketing CITY OF HEMET + CBRE
Primary Point of Contact & Account Manager
Transaction Management and Marketing
Executive Oversight
P|atform
14.B
R01 &Resp0n ibiliti
Our numb r on market hat and marketpla
activity n ur that th advi we offeri
ac urat and r levant
in Ways oth rwi unobtainabl
6‘
CS
Michael Mcshea
Ian Britton
€S
Primary point of contact for Hemet regarding project kickoff,strategy, Ongoing status, and milestones Supports transaction strategy and ensures compliance with public sector requirements
Provides local market analysis, broker opinion of value, transaction strategy
Leads market strategy and engagement with potential
buyers and developers for retail, industrial, and other uses Manages contract documentation, supports deliverable
production
Leads design and production of marketing materials at the direction of the Account Manager, Transaction Team, and City of Hemet
Provides quality control, appropriate account resources, and sounding board for City of Hemet as needed
6 CC
99 Role Responsibilities
Primary Point of Contact & Account Manager
Brian Hutcherson
Transaction Team
Eloy Covarrubias
Joe Werdein
Brian McDonald
Transaction Management & Marketing
Kathee Wozniak
Executive Oversight
33 Page 95 of 172
14.B
ProfeSSional biographi
Brian Hutcherson
Western Regional Manager
CBRE Public Institutions &
Education Solutions
T: +1 858 405 6109
[email protected]
Sample Clients
Represented
— North County Transit
District, CA
— City of Vernon, CA
— City of Los Angeles, CA
— City of Arcadia, CA
— City of Azusa, CA
— City of Oxnard, CA
— City of Santa Rosa, CA
— County of Los Angeles, CA
— County of Sonoma, CA
— Alameda Unified School
District, CA
— Adams County, CO
— City of Las Vegas, NV
— Mccarranlnternational
Airport, NV
— City & County of Honolulu,
HI
— City of Avondale, AZ
— City of Glendale, AZ
— City of Cape Coral, FL
— City of Ft Myers, FL
— Oregon State
— State of Oregon
— US Navy
CITY OF HEMET + CBRE
€S
Expenence
Brian Hutcherson is the Regional Manager for the Western Region in CBRE's Public Institutions & Education Solutions practice. In this role, Brian advises and represents federal, state, county, municipal, and education clients on their real estate strategies, accessing specialty practice lines and services from across CBRE’sglobal platform.
As a result, Brian provides solutions ranging from strategic planning, transaction management, to development advisory advice and representation for public sector and education clients in California, Oregon, Arizona, Nevada, New Mexico, and Hawaii . Brian currently advises on some of the most exciting projects in California including a 10—acretransit-oriented development in Oceanside on behalf of the North County Transit District, and several projects for the US Navy. He also advises multiple municipal clients on their portfolio management and acquisition and disposition strategies ranging from fee simple purchases and sales, ground leases, leases, and public—privatepartnerships.
From his 20 plus years as an active duty Marine, Brian brings a depth of strategic planning, leadership, and project management expertise to the practice. He is adept at leading diverse teams in with diverse backgrounds.
Professional Affiliations/Accreditations
— Licensed real estate salesperson, California
Significant Assignments
— Oceanside Transit Center P3 redevelopment, Oceanside, CA ($400M) — US Navy Development advisory, San Diego and other locations — Chanate Campus disposition, Santa Rosa, CA
— Leasing Portfolio, Los Angeles County
Education
— Bachelor of Science, History, Texas Christian University — Master of Business Administration, University of Southern Californiat
14.B
Eloy Covarrubias
Executive Vice President
T: +1909 418 2284
C: + 1 951-529-4915
[email protected]
Sample Clients
Represented
— Alere
— Clarion
— Crow Holdings
— CT Realty
— Dermody Properties
— DCT
— Duke Realty
— Goodman
— Hillwood
— Howard Industrial
— lD| Gazeley
— LaSal|e
— LBA Realty
— Majestic
— Newcastle Partners
— Oakmont
— Orbis
— Overton Moore
— Panattoni
— Proficiency Capital
— Prologisi
— Prudential
— REDA
— Ridge Development
— TA Associates
— Trammell Crow
— Watson Land
— Western Realco
— Xebec Realty
Expe?ence
Eloy has been in the commercial real estate industry for 21 years. He is a leading investment broker specializing in land and industrial sales and leasing. He is focused in the Inland Empire marketplace and been involved in over 50 millionsquare feet of industrial and 7,900 acres of land. Eloy’s expertise has been in assisting development from site acquisition through complete sale and leasing. He has also been instrumental in the representation of both institutional and private Landlord's.
He specializes in the origination, structuring and assemblage of land for major institutions. He provides advisory and brokerage services for clients in all phases of the disposition and acquisition of properties. Eloy’s client centric and project focused providing value through strategic planning and relentless execution.
He has a full service approach that has enabled him to develop many long—term relationships resulting in multiple assignments from repeat customers. He is a skilled negotiator and understands all aspects in making a real estate decision. His creative and strategic thinking helps his clients make the best decisions. He is also bi-lingual.
Professional Affiliations/Accreditations
— NAIOP, Board Member
— American Industrial Real Estate Association (AIR)
— Licensed real estate professional, California
Significant Transactions
— Redlands Distribution Center, Redlands, 4,000,000 SF
— West Valley Logistics Center, Fontana, 3,400,000 SF
— Citrus Commerce Center, Fontana, 1,837,279 SF
— Waterman Logistics Center, San Bernardino, 1,600,000 SF — Goodman Logistics Center, Rancho Cucamonga, 1,589,946 SF — Ontario Commerce Center, Ontario, 1,500,000 SF
— Knox Logistics Center Beaumont, 1,200,000 SF
— Beaumont Logistics Center, Beaumont, 1,200,000 SF
— Stratford Ranch, Perris, 1,008,000 SF
— Crossroads Business Park, Ontario, 1,000,000 SF
— Aug Manza, Colton, 808,500 SF
— Holly Street Distribution Center, San Bernardino, 800,000 SF — Enterprise Distribution Center, Bloomington, 754,438 SF — Goodman Logistics Park, Fontana, 639,473 SF
— Chino Logistics Park, Chino, 625,000 SF
— Perris Gateway Commerce Center, Perris, 400,000 SF
— Proficiency Rialto, Rialto, 350,000 SF
- Oleander Logistics Center, Fontana, 300,000 SF
— County of San Bernardino, Chino, 300 Acres
Education
University of California, Riverside, Bachelor of Science, Political Science MEMBERS 35 Page 97 of 172
14.B
1?.
Joe Werdein
Senior Vice President
T +1909 418 2285
C +1909 800 6910
[email protected]
Sample Clients
Represented
Alere
Clarion
County of San Bernardino
Duke Realty
Goodman
Hillwood
Howard Industrial Partners
lD| Gazeley
LBA Realty
Newcastle Partners
NOV / Ameron
Oakmont
Orbis
Overton Moore
Panatattoni
Proficiency
Prologis
REDA
Ridge Development
Trammell Crow
Watson Land
Xebec Realty
CITY OF HEMET + CBRE
Expe?ence
Joe has been in the commercial real estate industry for 16 years. He specializes in land acquisition, assemblages and disposition of industrial land and buildings for private and public entities, as well as the sale and leasing of industrial product for institutional clients. He is focused in the Inland Empire marketplace and has been involved in over 10 MSF of industrial and over 5,900 acres of land.Joe's expertise has been in sourcing land acquisition opportunities for institutional and private clients. He has also been instrumental in packaging, underwriting and marketing investment and land properties, negotiating new and renewal leases, and increasing occupancy through cold calling and canvassing. Joe's focuses on providing value through strategic planning and relentless execution. He has a goal to grow the development platform in the Inland Empire, building long—termrelationships resulting in repeat customers and providing client's a single source brokerage for ground up development.
Professional Affiliations/Accreditations
— Licensed real estate professional, California
— Urban Land Institute (ULI)
— American Industrial Real Estate Association (AIR)
Significant Transactions
— Goodman Logistics Center, 8728 Etiwanda Rancho Cucamonga, 1,034,282 SF — Stratford Ranch, 4565 Redlands Ave., Perris, 1,008,000 SF — Redlands Distribution Center, 1950 Palmetto, Redlands, 809,338 SF — Goodman Logistics Center, 11188Citrus Fontana, 639,473 SF — Goodman Logistics Center, 12521Arrow Rancho Cuamonga, 555,664 SF — Crossroads Business Park, 800 Barrington, Ontario, 427,047 SF — 22780 Harley Knox Blvd, Perris, 392,617 SF
Education
— Cal Poly, San Luis Obispo, Bachelor of Science, Kinesiology
14.B
Brian McDonald
First Vice President
CBRE Retail
T +1909 418 2020
brian.mcdona|[email protected]
Sample Clients
Represented
— AEW
— Albertsons
— Bixby Ranch Company
— Boston Market
— Car|’s Jr.
— Chavin Development
— Discount Tire Centers
— Hopkins Real Estate Group
— Hutton Development Co.
— Kinko’s
— LA Fitness
— Lewis Retail Centers
— Lowe’s Home Improvement
— Malcolm Riley & Associates
— Payless ShoeSou rce
— Realty Bancorp Equities
— Regis Corporation
— ReLo Development
— Sav—onDrugs
— Unocal
Expe?ence
Sincejoining CBRE in 1987, Brian McDonald has been involved in sale and lease transactions valued at more than $800 million.
Mr.McDonald has diverse experience representing tenants, buyers and owners, including several investment sales, development transactions and large leasing assignments.
Such extensive experience has provided him with the opportunity to work with many top clients, including Albertsons, Sav—on,Costco, Lewis Retail Centers, Carl's .Jr., Krause’s, Bixby Ranch Company and Lowe's Home Improvement.
Many successful projects in the San Gabriel Valley and Inland Empire can be attributed to Mr. McDonald's involvement. His extensive market knowledge of the area, coupled with his in-depth familiarity of the entire transactional process has made him an invaluable asset to any project. Mr. McDonaldhas also been instrumental in the rollout, expansion and relocation of the top retailer looking for unparalleled, professional representation. The high caliber of service Mr. McDonald provides his clients has awarded him the national multi—marketexpansion of many retailers.
Professional Affiliations/Accreditations
— International Council of Shopping Centers (ICSC)
- National Retail Development Group (RDG)
— Retail Service Group (RSG)
— Licensed Real Estate Salesperson in the State of California Educa?on
San Diego State University, Bachelor of Science; Business Administration with emphasis in Marketing
ICSC John T. Riordian School for Professional Development CBRE Center for Professional Education
MEMBERS Page 99 of 172
14.B
Kathee Wozniak
Land Development Team
Director
CBRE IIndustrial & Land
Advisory & Transaction Services
T +1 909 418 2286
C +1704 490 0636
[email protected]
Ian Britton
Managing Director
CBRE Inland Empire
T: +1 909 418 2002
[email protected]
38 CITY OF HEMET+CBRE
Expenence
Kathee is a licensed sales professional with a Bachelor's degree in Communication and over 30 years of experience in Commercial Real Estate. She specializes in the leasing and sales of land and industrial properties in the Inland Empire and Los Angeles markets. She manages the team's operations, marketing, sales and leasing. She is the client and team interface that leads action plans, underwriting, property marketing and packaging, web design, and prepares and negotiates contracts. She conducts site tours, open houses and property reporting. She provides comprehensive market analysis and trends to clients wanting to develop, lease, sell or acquire industrial product and development. Ms. Wozniak provides quantitative and qualitative financial analysis and produces economic data, current market trends and forecasts. She also increases sales and secures RFP business.
Educa?on
— CaliforniaState University, Long Beach, Bachelor of Art, Communications Expe?ence
Ian Britton is the managing director of CBRE's Ontario office. Mr. Britton is an accomplished real estate professional and oversees all aspects of the firm’sregional business in the dynamic Inland Empire market, encompassing 27,000 square miles and more than 60 real estate professionals.
Mr. Brltton’s responsibilities include developing and implementing strategic direction, recruitment, team building, maintaining strong and collaborative relationships, and overseeing all lines of business and services.
Prior to re-joining CBRE in 2018, Mr.Britton served as managing director at Volt Real Estate Services, overseeing its Anaheim, Ontario and South Bay offices for more than five years. Preceding Voit, Mr. Britton served as senior vice president at Colliers International. Mr. Britton began his real estate career at CBRE in North Orange County where he was part of a leading industrial team for 12 years, specializing in agency and occupier assignments.
Professional Affiliations/Accreditations
— AIR Member
— NAIOP Young Professionals Group
— Vistage Executive Leadership/Peer Advisory Group
— Be the Match: National Bone Marrow Donor Program
Achievements
— CBRE Orange County Regional Rookie of the Year (2001) Educa?on
— Loyola Marymount University, Bachelor of Arts; Communications
14.B
Michael McShea
Executive Vice President
National Lead
CBRE Public Institutions &
Education Solutions
T: +1 202 669 2580
michae|[email protected]
Sample Clients
represented
Oakland, CA
San Diego, CA
Indianapolis, IN
Miami, FL
Ft Myers, FL
Cape Coral, FL
Mobile, AL
Fort Lauderdale, FL
Tulsa, OK
Bloomington, IN
Ann Arbor, MI
Arlington County, VA
Alexandria, VA
Washington, DC
Orange County, CA
Maryland
Florida
North Carolina
Tennessee
South Carolina
New York
Michigan
Commonwealth of Puerto
Rico
US Navy
Expe?ence
Michael B.McShea, Executive Vice President, is the leader of CBRE's state and local government practice. Mr.Mcshea provides strategic planning, development advisory, brokerage and other associated real estate services to government entities and education institutions nationwide. Mr. McShea manages some of the nation’s most significant state and local government projects and portfolios. His public sector career began with the oversight of a contract with the Government of the District of Columbia, involving the restructuring of over 1 millionsquare feet of municipal space under the auspices of the congressionally established FinancialControl Board.
He has provided development advisory services for the College of William& Mary, Alexandria City Public School System, National Institutes of Health, John Hopkins Applied Research Laboratory and the University of Cincinnati. He has advised the cities of Indianapolis, IN,Mobile, AL, Ann Arbor, MI and Miami, FL on economic development initiatives and public private partnerships.
Mr. McShea has developed strategic plans for various government entities including, most recently, the states of Florida, South Carolina, Oakland, California and Mobile, Alabama. He has implemented strategic real estate plans for the City of New York, as well as the states of Arizona, Colorado, Maryland, Michigan, and Pennsylvania. Mr.
McShea is currently advising the North County Transit District in Oceanside, CA on the development of a 10—acreTOD site surrounding the Oceanside Transit Center, as well as other numerous other ongoing P3 projects.
Mr. McShea has been a guest lecturer on various topics involving corporate, municipal and educational real estate including the National Association of College & University Business Officers (NACUBO), National Association of State Facility Administrators (NASFA), American Institute of Architects, California Association for Local Economic Development, American Association of Port Authorities, the Construction Manager Association of America and the Keenan Flagler Business School at the University of North Carolina Chapel Hill.He is also a regular speaker at various federal and statelevel P3 conferences.
Professional Affiliations/Accreditations
— Licensed in California, Florida, Maryland, New York
Achievements
United States Conference of Mayors Outstanding Achievement in Public Private Partnership, City of Tulsa, City Hall Acquisition
National Association of State Facility Administrators Outstanding Achievement Award, Portfolio Management with the State of Michigan
Education
— Bachelor of Science, Business and Management, University of Maryland MEMBERS 39 Page 101 of 172
14.B
04 Compensation
14.B
'1‘ SUNNY DAYSIN HEMET, CA
€€
CBRE proposes the following fee structure on a cumulative and compounding basis for transactions in which the City engages CBRE to dispose of a property through a fee simple sale. As is common in our industry, this commission compensation will be paid by the City from the proceeds of the sale. Our pricing below includes all fees associated with the disposition of a City owned asset. If a third-party Broker is engaged to represent a potential buyer than the CBRE would enter into a Brokerage agreement with the third-party to determine the appropriate compensation.
Benefits to brokerage commission structure:
No out of pocket cost to City
Aligns City & CBRE goals and incentives to execute competitive process with multiple bidders and highest possible pricing
Accurately reflects the time and effort required to successfully sell the asset No monitoring of hourly rates or project budget
Industry-proven structure that provides incentive for buyer's broker to futher generate interest in the property
14.B
Commission structure
FEE IF NO OUTSIDE FEE IF OUTSIDE BROKER; TO BE SHARED WITH LEASE VALUE TRANCHE Amount to CBRE Amount to CBRE Amount to outside broker
$0 — $5 M 4% 4% 1%
$5 M — $10 M 3% 3% 1%
$10 M — $15 M 2% 2% 1%
$15 M - $20 M 1.5% 1.5% 1%
$20 M+ 1.0% 1.0% 1%
For example, on a $15,000,000 disposition, our commission would be payable by the City from proceeds from the sale and is calculated as follows:
$5,000,000 X 4.0% = $200,000 +
$5,000,000 X 3.0% = $150,000 +
$5,000,000 X 2.0% = $100,000 +
= Total: $450,000
Within 30 days after the expiration or termination of our Agreement or any particular engagement to provide the Services, CBRE shall provide the City with a list of all parties with whom CBRE was engaged in active negotiations with respect to leases or other transactions for which fees could be earned under this Agreement. CBRE shall also provide the City with written evidence of such negotiations. Ifwithin 180 days after such expiration or termination date, the City enters into any agreement of sale, lease, sublease or other written agreement with a party on such list for which a fee would have been earned hereunder, CBRE shall earn the fee provided for under this Agreement to the same extent as ifthe Services had not expired or terminated. Upon the expiration of the 180—day period, CBRE may present to the City for its consideration an extension of the fee protection period for any existing transactions whic h
remain active and imminent. The City shall not be obligated to extend such period, but the Parties shall negotiate in good faith a fair compensation arrangement for the work performed by CBRE (or its Subagents) prior to termination. This paragraph shall survive the termination or expiration of this Agreement.
CITY OF HEMET + CBRE Page 104 of 172
14.B
05 Sample Insurance
Certi?cates
14.B
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(866)283-7122
Zurich American Insurance Company ACE Property &Casualty Insurance Co Factorv Mutual Insurance Companv
LIMITS
PERSONAL (S:ADV INJURY
PRODUCTS - COMP/OP Al
EACH OCCURRENCE
E L DISEASE-POLICY LIMIT All Risk Form.
$10,000 Deductible,
Replacement Cost
(800)363-0105
16535
40142 21482
$5 000 000 $50,000
$1 U UUU
$3 .UUU.UUU
$0 .UUU.UUU
$5,000,000
$5,000,000
$1,000,000
$1 000 000
$1.000.000
$1,000,000
CERTIFICATE OF LIABILITYINSURANCE
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS
CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND,EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE OF A CONTRACT BETWEEN THE ISSUING lNSURER(S), AUTHORIZED REPRESENTATIVE OR AND THE CERTIFICATE HOLDER.
IMPORTANT: Ifthe certificate holder is an ADDITIONALINSURED, the policylies) must be endorsed. If SUBROGATION ls WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certi?cate does not confer rights to the certificate holder in lieu of such endorsementlsl.
PRODUCER Aon Risk Services of the Northeast.Inc Stamford CT Of?ce 1600 Summer Street Stamford CT 06907-4907 USA msunans AFFORDING covamse NAIC# 20699
IHIS IS I0 CERI|I'Y IHAI POLICIES OI’ INSURANCE LISIED BELOW HAVE BEEN ISSUED I0 IHE INSURED NAMEU ABOVE I'UI'( IHE PULIUY l-’El'<lUlJ INDICATED. NOTIMTHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN. THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, FXCI USIONS AND CONDITIONS OF SUCH POI ICIFS, I IMITS SHOINN MAY HAVE BEEN REDUCED BY PAID CLAIMS Limits shown are as reuuested I-\
E INUMBRELLA LIAB El EXCESS LIAB
DESCRIPTION or OPERATIONS I LOCATIONS I VEHICLES I (Attach ACORD 101, Additional Remarks Schedule, IImore space is required) Certi?cate Holder is an Additional Insured on the Commercial General Liability policy when agreed to in a wrirlen agreement with the Insured
CERTIFICATE
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE
EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESENTATIVE
.96. ./I£;,4w¢.Z,.
ACORD 25 (2016IO3) ©1988-2015 ACORD CORPORATION. All rights reserved.
The ACORD name and logo are registered marks of ACORD
8 COMMERCIAL GENERAL LIABILITY
IIICLAIMS MADE E occurz El El GEN'LAGGREGATE LIMITAPPLIES FER:
IIIPOLICY El PRO- B Lot:
ICCT
B occun
nuAIMS MADF DEDUCTIBLE
1077900
POL cv EFF
3/1/2021
3/1/2021
3/1/2021
FNONE
INSURERC:
INSURER D:
INSURER E:
INSURERF1
PHONE
American Zurich Insurance Company
MED EXP {AM one nersonh
GENERAL AGGREGATE
COMBINED SINGLE LIMIT
(Ea aocidenl)
BODILY INJURY (Per person)
BODILY INJURY (Par aocidenl)
PROPERTY DAMAGE
(Per accidenl)
AGGREGATE
WC STATU- OTH
TORY LIMITS - ER E L EACH ACCIDENT
E L DISEASE-EA EMPLOYEE
DATE (MM/DD/
YYYY)
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CBRE Group, Inc. and its 400 South Hope Street Los Angsles, CA 90071
CLAIMS-MADE
subsidiaries
OCCUR
GEN'L AGGREGATE LIMITAPPLIES PER:
LOC
ANYAUTO
OWNED
AUTOS ONLY AUTOS HIRED NON-OWNED
AUTOS ONLY AUTOS ONLY
OCCUR
CLAIMS-MADE
DFD RFTFNTION S WORKERS COMPENSATION ANDEMPLOYERS‘LIABILITY ANYPROPRI ETOR/PARTNERIEXECUTIVE OFFICERIMEMBER EXCLUDED? (Mandatory in NH)
Ifyes, describe under DESCRIPTION OF OPERATIONS below
Evidence of Insurance
EACH OCCURRENCE
MED EXP (Any one person)
PERSONAL &ADV INJURY
GENERAL AGGREGATE
PRODUCTS - COMP/OP AGG
COMBINED SINGLE LIMIT
BODILY INJURY (Per person) BODILY INJURY (Per accident) EACH OCCURRENCE $ AGGREGATE $
ETITTIITEER”-
E L EACH ACCIDENT
E L DISEASE — EA EMPLOYEE
E L DISEASE - POLICY LIMIT
?,':1” THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS
CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER.
IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed.
If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certi?cate does not confer rights to the certificate holder in lieu of such endorsementlsl.
PRODUCER ?2,I4I|E‘cT Willis Towers Watson Certificate Center Willis Towers Watson Northeast, Inc — — — 1-888-467-2378 c/o 26 Century Blvd 1 877 945 7378 P.O. Box 305191 C0111 Nashville, TN 372305191 USA AFFORDINGCOVERAGE NAIC,‘ INSURERA. Zurich American Insurance Company 16535
INSURERE
INSURERC:
INSURERD:
INSURERE
INSURERF: CERTIFICA BER: W2°14'797° MBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS ANDCONDITIONS OF SUCH POLICIES LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
IIN'I§I§ TYPE OF INSURANCE men with POLICY NUMBER LIMITS COMMERCIAL GENERAL LIABILITY AUTOMOBILE LIABILITY 5 .000 .OO
C X
BA!‘ 8384200-19 03/01/2021 03/01/2022
UMBRELLALIAB
EXCESS LIAB
YI N/A
DESCRIPTIONOF OPERATIONS I LOCATIONS I VEHICLES (ACORD101,Add|tIona| Remarks Schedule, may be attached if more space is required)
CERTIFICATE HOLDER CANCELLATION
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF. NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS.
AUTHORIZED REPRESENTATIVE
©1988-2016 ACORD CORPORATION. All rights reserved.
ACORD 25 (2016I03) The ACORD name and logo are registered marks of ACORD SR ID: BATCH:
POUCY
SCHEDULED
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COVERAGES CERTIFICATE 570064756044
CERTIFY THAT THEPOUCIES OF WSURANCEUSTED aELow NAVE BEEN ISSUED 70 ms msunsn NAMED ABOVE FOR THE POLICYPERIOD vuquulnd
PREMISESEn urtunuux
nan nersnmm
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CERTIFICATE OF LIABILITYINSURANCE
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS
CERTIFICATE DOES NOT AFFIRMATIVELYOR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING |NSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER.
IMPORTANT: II the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED,subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certi?cate holder in lieu of such endorsement(s). |NSURER(S) AFFORDING COVERAGE NAIC #
INSURER C:
INSURER E:
INSURER F: NUMBER: REVISION NUMBER:
INDICATED NOTWITHSTANDINGANY REQUIREMENT, TERM OR CONDITIONOF ANY CONTRACT OR DTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAYBE ISSUED oR MAY PERTAIN, THE INSURANCEAFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT To ALLTHE EXCLUSIONSAND CONDITIONS OF SUCH POLICIES LIMITSSHOWN MAYHAVE BEEN REDUCED BY PAID CLAIMS Limits shown 3,9 ,3 TYPE OF INSURANCE LIMITS COMMERCIALGENERAL LIABILITY
POLICY NUMBER
AUTOMOBILE LIABILITY
UMBRELLALIAB
EXCESS LIAB
OF OPERATIONS I LOCATIONS I VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached It more space is required)
CERTIFICATE HOLDER CANCELLATION
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE
EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS.
AUTHORIZED REPRESENTATIVE
.96. .2;
©1988-2015 ACORD CORPORATION. All rights reserved.
ACORD 25 (2016I03) The ACORD name and logo are registered marks of ACORD Certificate No : 570034755044 Holder Identi?er
CITY OF HEMET + CBRE
DATE(MM/DDIYYYY) 10/30/2020
PRODUCER Aon Risk Services Northeast, Inc Stamford CT office 1600 Summer Street BMNL Stamford CT 06907-4907 USA A°°RE55= INSURED |NsuRERA; American Internat1ona1 Group UK Ltd AA1120187 CBRE Group, Inc. and subsidiaries MSURERB 400 5 Ho e street Los Ange es CA 90071 USA
INSURERD:
THBISTO
TERMS
EACHOCCURRENCE
MEDEXP (Any one person)
PERSONAL 8. ADV INJURY
coMBmEosmGLEuMn
ANYAUTO OVVNED
AGGREGATE
woRRERscoMPENsAnoNANo PERSWUTE OTH
EMPLoYERs'uABmnv Y,"
=° ANY PROPRIETOR / PARTNER / EXECUTIVE — E L EACH ACCIDENT OFFICER/MEMBEREXCLUDED’! I (Mandatory in NH) : E).. %nFd?)rPFRAT|nNQ . hanwI E&0—PL—Pr1mary PsDEF2000558 11/01/2020 ii/UL/£Ull Per cIa1m/Aggregate bLU,UUU,UUL Errors & omissions SIR $20.000.00C SIR app1ies per po1icy ter1s & condi 1ons
Evidence of Insurance
CBRE Group, Inc. and Subsidiaries 400 5. Hope street Los Ange1es CA 90071 USA
CLAIMS-MADE OCCUR
LIMITAPPLIES PER: PRO- POLICY JECT OTHER:
AUTOS ONLY
HIRED AUTOS ONLY
LOC
SCHEDULED
AUTOS NON-OWNED AUTOS ONLY
OCCUR
CLA|MS—MADE
(866) 283-7122 8003630105
GENERAL AGGREGATE
PRODUCTS - COMP/OP AGG
[Ca a.-r-idann BODILYINJURY ( Per person) BODILY INJURY (Per accident)
PROPERTY DAMAGE
(Per accidenl)
EACH OCCURRENCE
E L DISEASE-EA EMPLOYEE
14.B
CERTI ICATES wILLIs.coM
COVERAGES
CERTIFICA CANCELLATION
ACO?B 25 (zamlos) o ACDRDcons-cannon
CERTIFICATE OF LIABILITYINSURANCE °‘"E‘,'2'}“§'3'
§’I'"’ THIS CERTIFICATE IS ISSUED AS A MATTEROF INFORMATIONONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS
CERTIFICATE DOES NOT AFFIRMATIVELYOR NEGATIVELY AMEND, EXTENDOR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING |NSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER.
PRODUCER B77-545-7378 NAME: Stephen Leaoett
Willis Towers Watson Northeast, Inc
One World Financial Center
200 Liberty Street F
New York, NY10281
INSURERS AFFORDING COVERAGE NAIC #
INSURED 37885
CBRE Group, Inc. and its subsidiaries
400 South Hope Street
Los Angeles, CA 90071
THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMEDABOVE FOR THE POLICY PERIOD INDICATED NOTIMTHSTANDIN
ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENTWITH RESPECT TO WHICH THIS CERTIFICATE MAY GBE ISSUED OR MA
PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH Y POLICIES AGGREGATE LIMITSSHOWN MAYHAVE BEEN REDUCED BY PAID CLAIMS. POLICY EFFECTIVE ’OLICY EXPIRATION TYPE OF INSURANCE POLICY NUMBER DATE ‘MM/DDIYY‘ DATE IMMIDDNY) LIMITS
AUTOMOBILELIABILITY
GARAGE LIABILITY
OTHER A Crime _ Primary ELU1727214, 1/1/2021 1/1/2022
DESCRIPTIONOF OPERATIONS I LOCATIONS I VEHICLES(Attach Acord 101, Addltonal Remarks Schedule, if more space is required)
TE HOLDER
SHOULD ANY or THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE CBRE Group, Inc EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE wITH THE 400 S. Hope Street POLICY PROVISIONS. Los AngeIes' CA 90017 AUTHORIZED REPRESENTATIVE E-MAIL:
INSURERC:
INSURER E:
ADD'l LTR NSR[
35 S
$
$
$
$
$
$
$
E L DISEASE - EA EMPLOYEE
All righls reserved The ACORD name and logo are registered marks of ACORD
AC ORD'
kx
NSR
GENERALLIABILITY D COMMERICALGENERAL LIABILITY
CLAIMS MADE OCCUR
POLICYI IPROJECT I:ILOC
ANYAUTO ALLOWNEDAUTOS
SCHEDULED AUTOS HIRED AUTOS NON-OWNED AUTOS
:I ANYAUTO II
EXCESS/UMBRELLA LIABILITY
:I occur: :I CLAIMS MADE
:I DEDUCTIBLE :I RETENTION $ WORKERS COMPENSATION AND
EMPLOYERS‘ LIABILITY
ANYPROPR|ETORlPARTNER/EXECU- TIVE OFFICERIMEMBEREXCLUDED? Ifyes, describe under SPECIAL PROVISIONS below
GEN‘L AGGREGATE LIMITAPPLIES PER:
CON TACT
I"HUNt
(A/C. No. Ext): 877-945-7378 FAX: 3534674375
INSURER A: XL Specialty Insurance Company
INSURERB:
INSURER D:
EACH OCCURENCE DAMAGE TO RENTED
PREMISES {Ea occurrence) MED EXP (Any one person)
PERSONAL &ADVINJURY $ GENERAL AGGREGATE $
PRODUCTS - COMPIOP AGG $
COMBINED SINGLE LIMIT
(Each Occurrence)
BODILY INJURY
(Per person)
BODILY INJURY
(Per accident)
PROPERTY DAMAGE
(Per accident)
AUTO ONLY - EA ACCIDENT
OTHER THAN 5*‘ AC9 AUTO ONLY: AGG
EACH OCCURRENCE AGGREGATE
WC STATU- OTH- TORY LIMITS ER
E L EACH ACCIDENT $
E L DISEASE — POLICY LIMIT $
$1 .0O0.000
1998-2010
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CERTIFICATE OF LIABILITYINSURANCE 1,,4,2o20
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATIONONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS
CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELYAMEND,EXTEND OR ALTER THE COVERAGE AFFORDED BYTHE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE OF A CONTRACT BETWEEN THE ISSUING |NSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER. AND THE CERTIFICATE HOLDER.
IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the poIicy(ies) must be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certi?cate does not confer rights to the certi?cate holder in lieu of such endorsementisl. PRODUCER Aon Risk Services of the Northeast, Inc Stamford CT Of?ce 1600 Summer Street Stamford CT 06907-4907 USA
INSIIRFRS AFFORDING COVFRAGF NAIC M
INSURED CBRE Group, Inc , and Subsidiaries 400 S Hope Street Los Angeles, CA 90071 IHIS IS IO CI:RIII-Y IHAI POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTVVITHSTANDINGANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN. THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITSSHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. Limits shown are as requested TYPE or INSURANCE P°"'°V “um” LIMITS
El EXCESS LIAB rI
YIN :I N
A Aggregate
SIR
DESCRIPTION OF OPERATIONS I LOCATIONS I VEHICLES I (Attach ACORD 101, Additional Remarks Schedule, Ifmore space Is required) Evidence of Insurance
HOLDER CANCELLATION
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE
EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVEREDIN ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESENTATIVE
.96. J52.
Information Only
ACORD 25 (2016103) ©1988-2015 ACORD CORPORATION. All rights reserved.
The ACORD name and logo are registered marks of ACORD
D COMMERCIAL GENERALLIABILITY U CLAIMS MADE U OCCUR
GEN'LAGGREGATE LIMITAPPLIES FER: EIPoLIcY El FRO- EILoc |F(‘.T
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COMBINED SINGLE LIMIT
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BODILY INJURY (Per accidanl)
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WC STATU- OTH
TORV I IMITS - FR
L DISEASE-EA EMPLOYEE
DAT
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CONTACT mu:
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ADDRESS:
INSURER A: AIG Sneciallv Insurance Comnanv 26883
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AUTOMOBILE LIABILITY
ANYAUTO Eg"(-:';+‘$Vl:“L':':)’/‘:JTT‘:)3S BODILY INJURY (Per person) HIREDAUTOS E] NON-OWNED AUTO
El
I_] UMBRELLA LIAB D occuR EACH OCCURRENCE AGGREGATE El DEDUCTIBLE l'I RETENTION WORKERS COMPENSATION
AND EMPLOYERS’LIABILITY D
ANV PROPRIETORIPARTNER/EXECUTIVE OFFICER/MEMBEREXCLUDED? E L EACH ACCDENT (Mandatory In NH)
'r'I ?:-°§iI'}'§I1I"}§I”='np:nArInus I..I..... E L DISEASE-POLICY LIMIT 022334523 11/1/2020 11/1/2021 CYBERLIABILITY $5.000-00° SIR applies per $250 000 policy terms &
'
14.B
Thank you. 335
Brian Hutcherson Eloy Covarrubias
Regional Manager Senior Vice President
CBRE Public Institutions & Education Solutions CBRE ' '”d'-’5"i3' Speciam’ 8‘ '-a"d AdVi5°'V T: +1 858 405 6109 T: + 1 951 529 4915
brian hutcherson@cbre com 9'0VC0‘/a@Cb’e Com
JoeWerdein Brian McDonald
Senior Vice President First Vice President
CBRE Advisory & Transaction Services CBRE ' Reta”
T:+ 1909 418 2020
brian mcdona|d@cbre com
T: +1 909 800 6910
joe werdeIn@cbre com
Explore our latest data, insights, and
solutions to understand, and anticipate,
and influence how we willwork in the future.
wv1w_._cb,re.com/thewayforward
CBRE© 2021 AllRights Reserved. Allinformation included in this proposal pertaining to CBRE—includingbut not limited to its operations, employees, technology and c|ients——are proprietary and con?dential, and are supplied with the understanding that they willbe held in confidence and not disclosed to third parties without the prior written consent of CBRE. This letter/proposal is intended solely as a preliminary expression of general intentions and is to be used for discussion purposes only. The parties intend that neither shall have any contractual obligations to the other with respect to the matters referred herein unless and until a definitive agreement has been fully executed and delivered by the parties. The parties agree that this letter/proposal is not intended to create any agreement or obligation by either party to negotiate a de?nitive lease/purchase and sale agreement and imposes no duty whatsoever on either party to continue negotiations, including without limitation any obligation to negotiate in good faith or in any way other than at arm's length. Prior to delivery of a definitive executed agreement, and without any liabilityto the other party, either party may (1) propose different terms fromthose summarized herein, (2) enter into negotiations with other parties and/or(3) unilaterally terminate all negotiations with the other party hereto. CBREand the CBREPage 111 of 172 logo are service marks of CBRE,Inc. and/or its affiliatedor related companies in the United States and other countries. Allother marks
14.B
PROPOSALFOR
On-CallReal Estate Broker
Services
RFP092721
kosmont
realty
-R
Prepared For
CITYOFHEMET
October11,2021
Photo Credit: hemetca.civicweb.
net
Prepared By
KosmontRealt
1601N.SepulvedaBlvd. y#382
ManhattanBeach,CA9026
6 (DRELicense# 02058445)
cw}
LEE
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14.B
SECTION1.
SECTION2.
SECTION3.
SECTION4.
SECTION5.
SECTION6.
SECTION7.
On-CallRealEstateBrokerService
s
COVERLETTER
TEAMRESUMES
TEAMEXPEREINCE
ADDITIONALSERVICES
FEESCHEDULE
REFERENCELIST
INSURANCEREQUIREMENTS
KOSMONTREALTY
PAGE 1 - 2
PAGE 3 - 7
PAGE 8 - 15
PAGE 16 - 17
PAGE 18 - 20
PAGE 21 - 23
PAGE 24
1601 N. Sepulveda Blvd., #382 I Manhattan Beach, CA 90266 I 424.297.1079 wvvw.kosmontrea|ty.com
14.B
LEE’
COMMERCIALREALESTATE SERVICES
October 11, 2021
City of Hemet
Attn: Candace Sunds
445 E. FloridaAve.
Hemet, CA92543
Re: City of Hemet Request for Proposal for On-Call Real Estate Broker Services (RFP — 092721) Dear Procurement Administrator and City Staff:
Kosmont Real Estate Services (”KRES”) dba Kosmont Realty ("KR”) and Lee & Associates ("Lee”) (collectively, ”Team”) have joint ventured and are pleased to present this proposal to the City of Hemet ("City” or ’’Client’’)in response to the RFPfor On-Call Real Estate Broker Services. It is our understanding that the City is seeking to retain a qualified California licensed commercial brokerage and consulting firm with a proven track record of success in providing commercial real estate brokerage services to assist the City with the sale of approximately 20 City owned properties. Our Team also understands that the Cit y intends to comply with Government Code Section 54220/AB1486 Surplus LandAct processes.
KR, a certified Minority Business Enterprise ("MBE”), is a full-service brokerage firm that provides real estate advisory and brokerage services to government and private entities. KR’sextensive knowledge and experience helps to ensure successful outcomes in the technical and transactional practice of executing real estate transactions between public agencies and private parties. For 30+ years, Kosmont Companies ("Kosmont”) and KRhave worked on a myriad of assignments throughout California, including real estate advisory services such as Broker Opinion of Value ("BOV”), Highest and Best Use Analysis, and Market Study and Valuation services as well as the management of real estate and public finance transactions exceeding $12 billion. KRalso has hands on experience in compliance requirements of the Surplus Lan Act and has completed multiple Government Code 52201, 33433, and 53083 d reports that are typically required of public agency dispositions and economic development-based transactions. Of note, the Cit y of Hemet recently selected Kosmont Companies, our economic development advisory firm, for the Market Analysis for Real Property RFP.
The Lee & Associates group has 57+ offices across the nation and is the largest and fastest growing provider of regional commercial real estate services in the United States and the fourth largest full - service commercial real estate organization overall. Each Lee & Associates group office represents a broad array of regional, national, and international clients — from individual investors and small businesses to large corporations and institutions. Lee & Associates combine the latest technology, resources, and market intelligence with their experience and commitment to superior service to optimize client results. Last year, the Lee & Associates group completed transactions with a total value of over $13 billion. Lee & Associates also has extensive experience and expertise in the Riverside County region and local market area of Hemet with an office in nearby Murrieta, CA.
Kosmont Realty 1
Mailing Address: 1601 N. Sepulveda Blvd.,#382 (424) 297-1079 Physical Address: 1230 Rosecrans Ave., #630 Manhattan Beach, CA90266 www.kosmontrea|ty.com Manhattan Beach, CA90266 kosmont
realty
14.B
Pro ect Managerl Primary City Contact [ Broker
bmoncrlef?kosrnontrealtyxorn
CITYOFHEM
kosm out ET
really
The two firms will work together as a Team to help the City achieve their objective of selling their properties for the highest market value and coordinate any additional services including legal, appraisal, survey and title required to complete the transaction while ensuring the City keeps in compliance with the sale regulations set forth by the Surplus Land Act. Additionally, and if so desired, we are able offer a wide array of services such as development advisory, broker opinions of value, public financing, zoning/entitlements and more that the Cit may y consider in the future for the disposition or sale of other properties.
A primary distinctive benefit of working with our Team is that we leverage our collective brokerage expertise/resources, market knowledge, and transaction-based relationships to promote and identify a preferred pool of prospective buyers combined with the hands-on experience of KR,whose primary focus is on the disposition of public agency real property assets and compliance with Surplus Land Act and other public agency disposition processes/requirements. The KRteam also includes real estate experts as well as former Cit Managers, Directors y of Redevelopment, Economic Development, Community Development and Planning, and FinancialServices.
We believe that this proposal willsupport the conclusion that our Team is exceptionally qualified and uniquely capable of providing the requested commercial brokerage services to the City of Hemet. Our Team more than satisfies the City's broker qualifications identified in the RFPand understands the range of services required, as explained in the RFP. If selected, our Team is enthusiastic, ready, and immediately available to begin an assignment whenever called upon.
We look forward to the opportunity and are available to discuss further at your convenience Sincerely,
Larry J. Kosmont CRE‘°
President
DRE# 01182660
Mr. Brian Moncrief, Senior Managing Director
Cell (805) 469-7364 /
Kosmont Real Estate Services dba Kosmont Realty (DRE#02058445) Mailing Address: 1601 N. Sepulveda Blvd.,#382, Manhattan Beach, CA90266 Physica/Address: 1230 Rosecrans Ave., Suite 630, Manhattan Beach, CA90266 Office (424) 297-1079 / Fax (424) 286-4632
Kosmont Realty
(424)297-1079 2
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Larry J. Kosmont, CRE® Executive Oversight / President
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During Mr. Kosmont’s distinguished 40-year career, he has assisted hundreds of local government agencies and private sector developers/landowners and investors on real estate matters ranging from large-scale economic development programs to site-specific property acquisition, sale and lease of land and developed projects, and ground lease transactions. Mr. Kosmont has extensive experience as a broker and has implemented transactions that include undeveloped land, mixed use, industrial, office, retail , market rate and affordable housing, TOD sites, apartment projects, hotels and specialized uses such as golf courses, storage and incubators.
Mr. Kosmont has served in the roles of City Manager, Director of Community Development, and Redevelopment Director in the cities of Santa Monica, Seal Beach, Bell Gardens, and Burbank. He also previously served as a contract Interim City Administrator for the City of Montebello, CA.
KEYDEALS:
° Purchase of coastal properties in Redondo Beach Waterfront for City - Acquisition of land for large HighSchool campus, Juniper Sierra, San Juan Capistrano - Acquisition of 40 acres of downtown Burbank as part of downtown revitalization ° Sale of over 30 City/RDADissolution properties throughout California - Sale of 30-acre site for azalea Retail Center in South Gate., Ca (”370,000 sq. ft.) Mr. Kosmont is a Municipal Advisor Representative having achieved the MSRB Series 50 professional qualification and is duly registered with the U.S. Securities and Exchange Commission. Mr. Kosmont is a licensed real estate broker in California (DRE No. 01182660), a designated Counselor of Real Estate, CRE®, and has served on or is serving on:
° Pepperdine University, Graziadio School of Business - Board of Directors ° Commissioner, City of L.A. — Industrial Development Authority - usc Executive Education _ Board of Directors - City of Manhattan Bch. Econ. Dev. Advsry. Council — Chairman - Westside Neighborhood schooi — Board of Directors ’ LOSAngeles Business Federation (BIZFED)- Board Member 0 State Commissioner — CAEcon_ DeV_ Commission ° CAASSOC.OfLocal ECOH.Dev. (CALED)— Board Advisor 0 |V|WD — Board of Directors (represented City of | __A
EDUCATION: Mr. Kosmont holds a Masters of Public Administration Degree from the University of Southern_) California and a B.A. in Political Science from the State University of New York — Binghamton.
AWARDS: Mr. Kosmont has recently been nominated as a Commercial Real Estate: Trends, Updates and 2021 Visionary. He is also the recipient of the 2016 California Business Properties Association (CBPA)Champion of the Industry Award for his service in real estate and economic development, and the John H. NailAward from the League of California Cities for State's Outstanding Assistant City Manager. Kosmont Companies received the 2016 Latin Business of the Year Award from Los Angeles Business Journal and is proud to be in the Los Angeles Business Journal 2021 Book of Lists as one of the Top 100 Minority-Owned Businesses.
KOSMONTREALTY
1601 N. Sepulveda Blvd., #382 I Manhattan Beach, CA 90266 I 424.297.1079 wvvw.kosmontrea|ty.com
, Broker, is President of Kosmont Real Estate
Services, doing business as "Kosmont Realty” (KR),a real estate brokerage firm.
He is also Chairman & CEO of Kosmont Companies, an industry leader i public/private real estate transactions and economic development. Mr. n Kosmont is also a Principal of California Golden Fund, an approved EBRegional Center. 5 Mr. Larry J. Kosmont, CRE"
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Brian Moncrief Project Manager/ Senior Managing Director L|CENSES[AFFILlATIONS:
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throughout California with expertise in public-private transactions, community and economic development, and real estate.
Mr. Moncrief currently provides real estate brokerage and advisory services to many municipal clients in the sale of former redevelopment agency and city-owned properties as well as the development of comprehensive strategies for the management and disposition of public agency real estate assets.
Mr. Moncrief also currently assists public and private clients with real estate asset valuation services, developer selection services (RFQ/P), public-private negotiations (ENAs, PSAs, DDAs, DAs) and the evaluation of project financials and development pro-formas.
KEYDEALS
- Sale of 30+ City/Successor Agency owned properties throughout California - Moorpark — Brokerage Services, Surplus Land Act Compliance - Norco - Brokerage Services, Surplus Land Act Compliance - Lancaster— Real Estate Advisory Services (Former RDA& City-Owned Properties) ° Placentia — Former RDAParking Lot Sites & City-Owned Residential Site (BOVs) - Alhambra — Former RDAParking Lot Sites (BOV)
- Cypress — Former RDACommercial Retail Site (BOV)
- Palmdale — Various Former RDAResidential & Commercial Sites (BOVs) - Poway — Various Former RDACommercial Sites (BOVs)
- DalyCity — Former RDACommercial Sites (BOVs)
- Buellton — Former RDACommercial Site (BOV)
Mr. Moncrief is a Real Estate Broker, licensed by the State of California Department of Real Estate (DRE No. 01932052). In 2014, he was the recipient of the Urban Land Institute’s Emergent Leadership Award for Innovation and, in 2015 and 2016, he served as co-chair for the ULIYLGPro Bono Technical Assistance Panel. Mr.
Moncrief is an active member of the International Council of Shopping Centers (ICSC)and has been recently selected to serve as ICSCSouthern California P3 Private Sector Chair.
EDUCATION:
Mr. Moncrief holds a Bachelor of Arts degree in PoliticalScience from the University of California at Irvine and a Master of Public Administration degree from California State University, Long Beach.
KOSMONTREALTY
1601 N Sepulveda Blvd., #382 I Manhattan Beach, CA 90266 I 424.297.1079 wvvw.kosmontrea|ty.com
, Broker, is a Senior Managing Director with Kosmont
Realty and brings 15 years of providing consulting and advisory services to a multitude of cities, counties, special districts, and private sector clients Mr. Brian Moncrief
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Mark Farrelly Associate Broker
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brings a diverse background and committed work ethic of more than 20 years in sales, marketing, business development, engineering, design, innovation and successful negotiating to the real estate and development fields.
Mark has extensive experience providing real estate advisory services including financial evaluation, purchase, and management of property for investors across the state of California with a focus on tax-advantaged Opportunity Zones and Transit Oriented Development projects. Mark is currently working with clients to address California's housing needs by utilizing and navigating new and changing state legislation.
Mr. Farrelly also spent ten years practicing hands on mechanical and electrical engineering in the fields of telecom and renewable energy for several successful start ups, authoring ten patents in those fields. The world of start-ups naturally brought Mark into business and negotiating strategy, and he has been focused on finding and executing complicated opportunities for the last fifteen years.
Mark founded Focus One Engineering in 2007, an engineering consulting corporation. In 2008, Mark took the role of Global Director of Business Development for Amphenol Corporation, focused on their renewable energy business. Amphenol is a Fortune 500 electronic interconnect and sensor company, traded on the NYSE [APH] , with annual sales over $8B, and a market capitalization of about $30B. During his first 5 years at APH, Mark guided the renewable energy business from lessthan $5M annual sales to over $76M, with multiple operations in Asia and Mexico, and sales in all major markets.
Mr. Farrelly is a Real Estate Broker, licensed by the State of California Department of Real Estate (DRE No 02058367).
EDUCATION:
Mr. Farrelly holds a Masters degree in Mechanical Engineering from the University of California at Santa Barbara.
KOSMONTREALTY
1601 N. Sepulveda Blvd., #382 I Manhattan Beach, CA 90266 I 424.297.1079 wvvw.kosmontrea|ty.com
Mr. Mark Farrelly is an Associate Broker with Kosmont Realty. Mark
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Brian Bie|atowicz Senior Vice President/Principal
LANDLORD OWNER REPRESENTATIONS:
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& Associates. Mr. Beilatowiczwas honorably released from active military duty in January 1999 after a 4-year tour of duty with the primary duties of manpower management for Air Squadron VS-33 attached to the USS Nimitz Aircraft Carrier based in San Diego, CA.
He began his career at the Lee & Associates Temecula Valley office in August 1999. He has been an active member of the International Council of Shopping Centers and served 8 years as a committee chair for Nextgen ICSC Southern CA. Mr. Bielatowicz is consistently a top producing and transacting Retail Agent within the Lee and Associates Group of Companies nationwide and is capable of handling any challenge presented.
In 2016, Mr. Bielatowicz was honored to be appointed to the position of Co-Director of the National Lee & Associates Retail Group overseeing the West Coast and national Lee Retail Network. He continually is awarded the CoStar Power Broker Award year over year since inception of the award.
For 22 years, he continues to excel and polish his craft as a Retail specialist in the areas of Retail/Commercial/Shopping Center discipline with a focus on retail leasing, multi and single tenant investment sales, pre-leasing of new developments, land acquisition/disposition, shopping center development and redevelopment, landlord/tenant/buyer/seller representation, small and large parcel sales, ground leases, tenant merchandising plans, proforma building, development team assembly and build to suit transactions for all types of retail uses such as big box retail, grocery, home improvement, restaurant, gas station, fast food, drug store, strip center, car wash, and many other end users.
Mr. Bielatowicz maintains an extensive networking group within the Lee & Associates Group of Companies nationwide as well as an extensive network of corporate executives, key brokers, retailers, developers, investors, and governmental agencies across the country.
RETAILAND INVESTMENTINLAND EMPIRE CLIENTLIST(PARTIAL): 99 Cent Only; Beshay Enterprises, Bushfire Kitchen, Donahue Schriber Realty Group, Evergreen, Frontier Real Estate Inv., Greens Group, Kimco Realty, Komar Investments, LaSa||e Investment Mgmnt., PASSCO,Rancon, Red Mountain Retail Group, Regency Centers, Rich Development, Seritage Growth Properties, Starwood Capital, Storm Properties, Sudberry Properties, US Realty Partners, Va|ueRock, Verizon/Gowireless.
Hemet Village (Hemet), Countryside Marketplace (Menifee), Murrieta Marketplace & French Valley Crossings (Murrieta), Palm Plaza (Temecula), Val Ranch Center (Temecula), Redhawk Towne Center (Temecula), Melrose Village Plaza (Vista), Murrieta Town Center (Murrieta), Villages @ Paseo del Sol (Temecula), Town Center Square (Rancho Cucamonga), Rancho Temecula Towne Center (Temecula), Plaza at Silverhawk (Murrieta), French Valley Village (Murrieta)
KOSMONTREALTY
1601 N. Sepulveda Blvd., #382 I Manhattan Beach, CA 90266 I 424.297.1079 wvvw.kosmontrea|ty.com
Mr. Brian Bielatowicz , Agent, is a Senior Vice President/Principal with Le
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Kosmont Realty - Overview
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° Development Advisory]Developer RFP
- RDA Dissolution & Post RDA Property Management
Plan ("PMP”) Implementation Services
° Surplus Land Act compliance including Government
Code 52201, 53083, and 33433 Reports
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Kosmont Real Estate Services ("KR”) established in 2017 and its predecessor Kosmont Realty Corporation ("KRC” ) established in 1990 have been in business for a 31 years. KRwill have 3 staff members assigned to this project.
Kosmont Realty ("KR”)is a certified Minority Business Enterprise ("MBE”)and a full-service real estate brokerage and public/private transaction firm, licensed in the State of California (License #O2058445).
KRhas extensive experience working with government on property transactions between public agencies and private parties and structured project financing involving public and private funding sources. KR’sextensive knowledge and experience ensures successful outcomes in the technical and transactional practice of executing real estate transactions between public agencies and private parties.
Our team includes real estate experts, economic consultants and public finance professionals, along with former real estate developers and city/community development officials. Our hands-on experience in the public and private sectors provides us with a distinctive and unique balance of public sector priorities and private investment and development criteria.
In each transaction, we work to serve our client's long-term strategic goals by helping them with asset management and planning. Particularly for our public agency clients, KRseeks to increase their capacity for deals by building key relationships in the real estate sector.
KR brings a well-rounded and seasoned professional cohort with the required expertise and exemplary skillsets to provide the requested brokerage services. The KRteam has extensive experience, a proven track record, and the qualifications to provide the knowledge, guidance, and execution of those services necessary to assist the City i n achieving their goals. Staff will be assigned based on their skills and qualifications to provide the requested services along with their availability to work on the project for the length of the assignment. The following pages provide KR’ key s team member resumes and showcases their qualifications and experience.
KOSMONTREALTY
1601 N. Sepulveda Blvd., #382 l Manhattan Beach.CA 90266 I 424.297.1079 vvvvw.kosmontrea|ty.com
Headquarters: 1230 Rosecrans Ave, # 630, Manhattan Beach, CA90266 Mailing: 1601 N. Sepulveda Blvd. #382, Manhattan Beach, CA90266 KR provides services to Clients in-person, virtually, from satellite locations, and from the Manhattan Beach headquarters across the Western U.S.
KOSMONT REALESTATESERVICESDBA KOSMONT REALTY
A brief highlight of our services is as follows:
Real Estate Transactions / Brokerage
Asset Valuation and Strategy
Real Estate Portfolio/Disposition of Surplus Property
Opportunity Zone Strategies/Transactions
Broker Opinion of Value ("BOV”) Services
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COMMERCIAL REAL ESTATE SERVICES
WHAT SETSUS APART?
Since 1979, Lee & Associates has been attracting the best and brightest in the industry who share an entrepreneurial spirit and commitment to delivering world-class service through local market expertise and stateof-the-art resources. Now a powerful organization of top professionals, the company enjoys its hard-earned reputation as a top tier international commercial real estate brokerage and integrated services provider.
Our structure makes our culture unique and attracts like-minded entrepreneurs who leverage their expertise to spur innovation and help Lee & Associates sustain a competitive advantage. As shareholders of the company this separates us from our competition and creates one common goal; to provide seamless, consistent execution and value-driven market-to-market services to our clients.
The Lee & Associates group has 57+ offices across the nation and is the regional commercial real estate services in the United and the fourth largest full-service commercial real .The Temecula Valley office of Lee & Associates was established in 1999, because of the tremendous growth that occurred as the market emerged from the real estate recession of the 1990's. We serve the South Inland Empire's commercial real estate needs, specializing in the representation of sellers and buyers, landlords and tenants in the acquisition, disposition and leasing of industrial, office, retail, investment and land properties.
SERVICESTO MEETTHE NEEDSOF OUR CLIENTS
Lee & Associates’ offices offer a broad array of real estate services tailored to meet the needs of the company's clients in each of the markets it operates, including commercial real estate brokerage, integrated services, and construction services. With specialty practice groups in each of these disciplines, our professionals regularly collaborate to make sure they are providing their clients with the most advanced, up-to-date market technology and information.
THE LEEADVANTAGE
Every Lee & Associates office delivers world-class service to an array of regional, national, and international clients - from small businesses and local investors to major corporate users and institutional investors. Our professionals combine the latest technology, resources, and market intelligence with their experience, expertise, and commitment to superior service to optimize client results. ‘
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1601 N. Sepulveda Blvd., #382 I Manhattan Beach, CA 90266 I 424.297.1079 wvvw.kosmontrea|ty.com
LEE Office: Temecula Valley
Address: 25240 Hancock Avenue, Suite 100, Murrieta, CA92562 Phone: 951-445-4500
LEE& ASSOCIATES- www.|ee-associates.com
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CITY OF CYPRESS: Real Estate Brokerage &Advisory Services On-Ca/IRealEstateBrokerServices
The City of Cypress retained KRand JLL to assist in the marketing, sale, and disposition of a 13.3-acre, commercially zoned vacant parcel located at 5095-5275 Katella Avenue in Cypress, CA ("Property") to be developed into a compelling mixed-use project (e.g., residential, hotel, theater, and retail) providing the City public amenities, job growth, and increased economic activity.
Located along one of Orange County's major transportation corridors, the Property is an integral component and catalyst for KatellaAvenue.
KR and JLL conducted outreach and recruitment of preferred developers in connection with the Property, which included the preparation and dissemination of marketing material, attendance and coordination of meetings at various conferences (e.g., ICSC),evaluation of development proposals/pro formas, as well as presentations to the city council to convey key findings/observations from analysis and market intel research leading to the ultimate selection of a preferred disposition strategy/approach and developer to enter into negotiations under an ENA. KRand JLLalso assisted the City with the preparation, review, and negotiation, in consultation with City Attorney, of ultimate sale agreement and specific business terms (e.g., purchase price, deposit structure, Developer responsibilities (e.g., performance measures), remedies, etc.) with the selected developer and implementation of preferred disposition strategy/approach as well as coordination with escrow and title to ultimately effectuate the sale and development of the Property.
View proposed project details here:
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CITY OF PLACENTIA I PLACENTIA SUCCESSOR AGENCY/PLACENTIA HOUSING SUCCESSOR AGENCY: Real Estate Brokerage and Downtown Revitalization On-CallRealEstateBrokerServices
KR provided PMP and real estate advisory services to the Placentia Successor Agency (”Successor Agency”) in an effort to help advance and ultimately secure DOF approval of the disposition of a former RDA property to provide necessary supportive parking infrastructure for a $34 million Metrolink Station project. The proposed $34 million Metrolink Station project will serve the City and surrounding region and become a catalyst in job creation, economic development growth and activity, and installation of critical public infrastructure to meet state and regional transportation goals and needs in the North Orange County area. Kosmont aided the Successor Agency with advisory assistance to help develop and execute a preferred real estate disposition strategy/approach, assist with DOF negotiations, and prepare a Broker Opinion of Value (BOV)to substantiate current market value for the approval and successful disposition and sale of the subject property.
Future Metrolink Station, Old Town Placentia 3.
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KR also represented the Housing
Successor Agency to the former
Redevelopment Agency of the City of
Placentia (Housing Successor Agency),
as its real estate broker, to assist in
the marketing, sale, and disposition of
two (2) former RDA real property
housing assets within and proximate
to the City's historic downtown and
the preparation of a public report
required pursuant to Health and
Safety Code Section 33433.
1601 N. Sepulveda Blvd., #382 I Manhattan Beach, CA 90266 I 424.297.1079 wvvw.kosmontrea|ty.com
Over the past several years, the City of Placentia ("City”) has retained Kosmont for a variety of real estate advisory and planning services, including fiscal impact studies, project/developer negotiations, public-private transaction structuring, project due diligence, proforma analyses and highest-and-best-use, tax and other economic analyses.
Real Estate Brokerage & Advisory Services
: KRassisted the City of Placentia in an overall revitalization of the City's historic downtown core. Aspects of the revitalization program include selection of a developer and negotiation of an Exclusiv Negotiation Agreement e to build a 350-space above-grade parking structure, planning and redevelopment of strategic parcels with retail and mixed use to eliminate blight and renew the area, and the evaluation and securing of various sources of funding to support improvement and revitalization of P|acentia’s Business District as well as the acquisition and redevelopment of abandoned and vacant properties throughout Placentia. These funding sources will be used to finance streetscape improvements, building facade improvements, low interest loans to property owners, and redevelopment of abandoned or vacant lots to provide affordable housing.
Downtown Revitalization
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KR represented the Successor Agency to the former Redevelopment Agency of the City of Hawaiian Gardens ("Successor Agency"), as its real estate broker, to assist in the marketing, sale, and disposition of seventeen (17) former RDAreal properties throughout the City. KRspecifically performed the following activities:
Conducted outreach and recruitment of preferred developers in connection with the properties, which included the preparation and dissemination of marketing material, attendance and coordination of meetings at various conferences (e.g., ICSC), property tours, real estate signage and other outreach/ activities as well as recruitment showcasing and managing sites on OppSites.com; Assisted with preparation, review, and negotiation, in consultation with City Attorney, of ultimate sale agreement(s) and specific business terms (e.g., purchase price, deposit structure, Developer responsibilities (e.g., performance measures), remedies, etc.) with selected buyer(s); Prepared public report(s) required pursuant to Health and Safety Code 33433 and presentations/staff reports/resolutions and other materials to secure ultimate sale approval by the Successor Agency Board and local Oversight Board; and
Coordination with the selected escrow and title company and prepare required disclosures to effectuate the sale of the properties.
KOSMONTREALTY
1601 N. Sepulveda Blvd., #382 I Manhattan Beach, CA 90266 I 424.297.1079 www.kosmontrealty.com