Simi Valley City Council
March 31, 2025

Kari Anvick Vice President of CA Operations
02/24/2025
[email protected] (951) 329-9666
1971 W. 190th Street, Suite 200, Torrance, CA 90504
Real Property Services (including acquisition, title review, appraisal/appraisal review, and escrow coordination)
145
Client:  City of Simi Valley
Agency: City of Simi Valley
Project: On‐Call Real Property Services
Scope of Services: On‐Call Real Property Services
Date submitted:  01/09/2025 (Updated Submittal 02/24/2025) Prepared by: C Sinclair
Date prepared: 12/17/2024 (Updated 02/20/2025)
Title/Classification 2025 Hourly Billing Rate 2026  Hourly Billing Rate 2027  Hourly Billing Rate Senior Advisory Manager $235 $250 $265
Advisory Manager $190 $200 $210
Senior Project Manager $175 $185 $195
Project Manager $140 $150 $160
Project Manager $140 $150 $160
Senior Right of Way Agent $120 $130 $140
Right of Way Agent $100 $105 $110
Relocation Agent $105 $110 $115
Project Coordinator $90 $95 $100
GIS Manager $145 $155 $165
Utility Coordination Lead $185 $195 $205
Utility Coordinator $110 $115 $120
Senior Appraiser $190 $200 $210
Senior Appraisal Coordinator $105 $110 $116
Budget & Financial Controls $165 $170 $180
Other Direct Costs Rate
Mileage At IRS Allowable
Postage/Overnight Delivery At Cost
Property Ownership and Tenant Data At Cost
Outside Services (Vendors & Subconsultants) At  Cost
Appraisal Reports/Appraisal Review Certificates Fixed  Fee, At Cost Preliminary Title Reports Fixed Fee, At Cost
Staff billing rates provided do not include the Federal Acquisition Regulations (FAR) approved overhead rate for Epic Land Solutions, Inc. and are not suitable for state and federally funded projects.

If the NTP is received after 120 days from this proposal, fees and billing rates may require revision.

146
Epic Land Solutions, Inc. | Cost Proposal Response
City of Simi Valley – On-Call Real Property Services (RFQ No. PW 24-11) Creating Land Solutions for the Public Good | Page 8 of 13 Epic
Land Solutions - Typical Cost Ranges for Appraisal Assignments Appraisal Fees are provided as flat, fixed fees. The fees include all overhead (fixed costs) and typical variable costs for completing an appraisal assignment such as mileage, travel, hotel accommodations, meals, and market data. The table below provides a sampling of our most typical appraisal assignments and their typical fee range. EPIC assumes each appraisal assignment will be performed in compliance with the Uniform Standards of Professional Appraisal Practice (USPAP), the Uniform Appraisal Standards for Federal Land Acquisitions (Yellow Book), and the Appraisal Institute’s Code of Ethics, where applicable.

Property Type Typical Appraisal
Fee Range
Typical Appraisal Review
Fee Range
Single Family Residential $750 - $4,500 $750 - $1,500
Multi-family 2 to 4 units $1,250 - $4,500 $750 - $1,500 Multi-family 5 to 20 units $1,500 - $5,500 $1,000 - $2,000 Multi-family 21 to 100 units $2,500 - $7,000 $1,000 - $2,500 Multi-family 100+ units $7,000 - $11,000 $2,500 - $3,500 Retail Commercial $3,000 - $15,000 $1,500 - $3,500
Office $3,000 - $12,500 $1,500 - $3,500
Industrial Warehouse / Business Park $3,000 - $11,000 $1,500 - $3,500 Land $3,000 - $10,000 $1,500 - $3,500
147
Cost Proposal
Specific Rate of Compensation for State/Federally Funded Projects Consultant: Contract Amount:

Project No.: Date:

For Combined Rate
Fringe Benefit % 11% 50% = 61% Combined ICR %
For Home Office Rate
= Home Office ICR %
For Field Office Rate
= Field Office ICR %
Fee = 10%
Actual or Avg. % or $
Straight OT  (1.5x) OT  (2x) Hourly Rate Increase
Per LA County
400.00 $     $0.00 $0.00 2025 225.86$             COLA
Per LA County
375.00 $     $0.00 $0.00 2025 211.74$             COLA
Per LA County
375.00 $     $0.00 $0.00 2025 211.74$             COLA
Per LA County
300.00 $      $0.00 $0.00 2025 169.4 COLA
(Add pages as necessary. See Additional Sheet.)
Notes:

Not Applicable
Not Applicable
Not Applicable
Jerardo Arciniega
Mark‐ups are not allowed. The cost proposal format shall not be amended.

Billing Rate = Actual Hourly Rate * (1 + ICR) * (1 + Fee). Indirect cost rates shall be updated on an annual basis in accordance with the consultants annual accounting period and established by a cognizant agency or accepted by Caltrans. All costs must comply with the Federal cost principles for reimbursement.

For named employees and key personnel enter the actual hourly rate. For classification only, enter the Average Hourly Rate for that classification.

For named staff, classification shall also be listed to account for possible staff changes.  Contract Manager’s pre‐approval is required for addition of staff not previously listed on the cost proposal.

Subconsultants must provide their own cost proposals.

1. 2.

3. 4.

5. Senior Appraiser:

CBRE, Inc.

RFQ# PW 24‐11 for On‐Call Real Property Svs
Fringe Benefit %
Fringe Benefit %
Project Manager:

OR
Hourly Billing RatesName & Job Title / Classification
+ General & Administrative  %
+ General & Administrative  %
(Classifications Only)
Effective Year of
Hourly Rate
Hourly Range
TBD
+ General & Administrative %
Not Applicable
Beth B. Finestone
MAI Team Leader:

Rick Donahue
MAI Team Leader:

Adam M. Bogorad
1/2/2025

148
Cost Proposal
Specific Rate of Compensation for State/Federally Funded Projects Consultant: CBRE,  Inc. Contract Amount: TBD
Project No.: RFQ# PW 24‐11 for On‐Call Real Property Svs Date: 1/2/2025 Quantity Unit Unit Cost Total
TBD Mile IRS  Rate
Notes:

Mileage Costs
Equipment Rental and Supplies
Schedule of Other Direct Cost Items (Add additional pages as necessary) Description of Item
Permit Fees
Plan Sheets
Test
Subconsultant 1:

List other direct cost items with estimated costs. These costs should be competitive in their respective industries and supported with appropriate documentation.

Proposed ODC items should be consistently billed regardless of client and contract type.

Items when incurred for the same purpose, in like circumstance, should not be included in any indirect cost pool or in the overhead rate.

Items such as special tooling, will be reimbursed at actual cost with supporting documentation (invoice).

Items listed above that would be considered "tools of the trade" are not reimbursable as other direct cost.

Travel related costs should be pre‐approved by the contracting agency and shall not exceed current State Department of Personnel Administration rules.

If mileage is claimed, the rate should be properly supported by the consultant's calculation of their actual costs for company vehicles. In addition, the miles claimed should be supported by mileage logs.

If a consultant proposes rental costs for a vehicle, the company must demonstrate that this is its standard procedure for all of their contracts and that they do not own any vehicles that could be used for the same purpose.

The cost proposal format shall not be amended. All costs must comply with the Federal cost principles.

Subconsultants must provide their own cost proposals

1. 2.

3. 4.

5. 6.

7. 8.

9. 10
Subconsultant 2:

Subconsultant 3:

Other:

Vehicle
Other:

Other:

Other:

149
Cost Proposal
Specific Rate of Compensation for State/Federally Funded Projects Consultant: Contract Amount:

Project No.: Date:

Actual or Avg. % or $
Straight OT  (1.5x) OT  (2x) Hourly Rate Increase
Per LA County
250.00 $     $0.00 $0.00 2025 141.16$             COLA
Per LA County
165.00 $     $0.00 $0.00 2025 98.81$               COLA Per LA County
150.00 $     $0.00 $0.00 2025 84.70$               COLA ‐‐
‐
‐‐
‐
‐‐
‐
‐‐
‐
‐‐
‐
‐‐
‐
‐‐
‐
(Add pages as necessary. See Additional Sheet.)
TBD
1/2/2025
Not Applicable
Not Applicable
Not Applicable
Senior Appraiser:

CBRE, Inc
RFQ# PW 24‐11 for On‐Call Real Property Svs
Name & Job Title / Classification Hourly Billing Rates Effective  Year of Hourly Rate
Hourly Range
(Classifications Only)
Nicole B. Galvez
Associate Appaiser
Brian DeGuzman
Associate Appaiser
Brandon Min

150
Certification of Direct Costs:

I, the undersigned, certify to the best of my knowledge and belief that all direct costs identified on the cost proposal(s) in this contract are actual, reasonable, allowable, and allocable to the contract in accordance with the contract terms and the following requirements:

1. Generally Accepted Accounting Principles (GAAP)

2. Terms and conditions of the contract

3. Title 23 United States Code Section 112 - Letting of Contracts

4. 48 Code of Federal Regulations Part 31 - Contract Cost Principles and Procedures

5. 23 Code of Federal Regulations Part 172 - Procurement, Management, and Administration of Engineering and Design Related Service

6. 48 Code of Federal Regulations Part 9904 - Cost Accounting Standards Board (when applicable) All costs must be applied consistently and fairly to all contracts. All documentation of compliance must be retained in the project files and be in compliance with applicable federal and state requirements.

Costs that are noncompliant with the federal and state requirements are not eligible for reimbursement.

Prime Consultant or Subconsultant Certifying:

Name: Title*:

Signature: Date of Certification:

Email: Phone Number:

Address:
* An individual executive or financial officer of the consultant's or subconsultant's organization at a level no lower than a Vice President or a Chief Financial Officer, or equivalent, who has authority to represent the financial information utilized to establish the cost proposal for the contract.

List of Services the consultant is providing under the proposed contract:
(;+,%,7%

Beth B. Finestone Executive Vice President
Beth B. Finestone, MAI,

AI-GRS, FRICS, CRE
Digitally signed by Beth B. Finestone,

MAI, AI-GRS, FRICS, CRE
Date: 2025.01.02 14:46:55 -08'00'
January 2, 2025
[email protected] (818) 251-3669
5921 Owensmouth Avenue, Woodland Hills, CA 91367
Real Estate Appraisal and Appraisal Review Services
151

VALUATION & ADVISORY SERVICES
© 20
24 CBRE, Inc.

Exhibit A
Schedule of Hourly Rates
John G. Ellis, MAI, CRE, FRICS $450 /hour for appraisal and consulting Executive Vice President $600 /hour for trial preparation and expert testimony Beth B. Finestone, MAI, AI-GRS, FRICS, CRE $400 /hour for appraisal and consulting Executive Vice President $475 /hour for trial preparat ion and expert testimony Adam Bogorad, MAI $375 /hour for appraisal and consulting First Vice President $450 /hour for trial preparat ion and expert testimony Rick Donahue, MAI $375 /hour for appraisal and consulting First Vice President $450 /hour for trial preparat ion and expert testimony Vice Presidents $250 to $300 /hour
Senior Associates, Senior Valuation Associates, $150 to $225 /hour and Senior Valuation Analysts
Administrative Staff $120 /hour
Rates are effective through March 30, 2027
152

Corporate Headquarters ∙ 1971 W. 190th Street ∙ Suite 200 ∙ Torrance, CA 90504

Thank you,
City of Simi Valley,
for reviewing our Cost Proposal!
153

CITY OF SIMI VALLEY
Home of The Ronald Reagan Presidential Library
REQUEST FOR QUALi FiCA TIONS

REQUEST FOR QUALIFICATIONS FOR ON-CALL REAL PROPERTY SERVICES, RFQ NO. PW 24-11
The City of Simi Valley invites your firm to submit a Statement of Qualifications for On-Call Real Property Services, RFQ No. PW 24-11, for the design and construction of various public works projects. Additional information may be obtained by contacting:

Lauren Lien, Associate Engineer/Capital Projects
Department of Public Works
2929 T apo Canyon Road
Simi Valley, CA 93063
[email protected]
(805) 583-6882
Sealed proposals must be received at or before 3:30 P.M. on January 9, 2025, by the City of Simi Valley, Department of Public Works, 2929 Tapo Canyon Road, Simi Valley CA 93063. A copy of the Request for Qualifications may be viewed and downloaded at www.simivalley.org/BidsAndProposals. Please mark the outside of the envelope (and express shipment, if applicable):

REQUEST FOR QUALIFICATIONS FOR ON-CALL REAL PROPERTY SERVICES, RFQ NO. PW 24-11
3:30 P.M. ON JANUARY 9, 2025
LATE PROPOSALS WILL NOT BE ACCEPTED.

Sincerely,
--;�,,:::_-�1.tf-+.-J;,h!:;::=::::,,..-I
__ _J \)-<:, V. . .._
Fuad Shamout,
Principal Engineer/Capital Projects
Fred D. Thomas, Mayor Rocky Rhodes, Mayor Pro Tern Mike Judge, Council Member Dee Dee Cavanaugh, Council Member Elaine P. Litster, Council Member 2929 Tapo Canyon Road, Simi Valley, CA 93063-2199 805.583.6700 www.simivalley.org

EXHIBIT C
154
RFQ NO.PW 24-11
No cont
ractor or subcontractor may be listed in a proposal for a public works project submitted on or after March 1, 2015, unless registered with the Department of Industrial Relations (DIR) pursuant to Labor Code section 1725.5, or unless the contractor or subcontractor qualifies for an exception from this requirement, for proposal purposes only, as set forth in Labor Code section 1771.1(a) or unless the small project exemption applies (total cost of project: $25,000 for public works or $15,000 for maintenance). If contractor or subcontractor believes that such an exception in 1771.1(a) applies, it must provide the applicable exception(s) in its proposal. Even those contractors or subcontractors who qualify for an exception under 1771.1(a) must be registered with DIR at the time of award, if such award is made on or after April 1, 2015.

No co
ntractor or subcontractor may be awarded a contract for public work on a public works project awarded on or after April 1, 2015 unless registered with DIR pursuant to Labor Code section 1725.5, unless the small project exemption applies.

Thi
s project is subject to compliance monitoring and enforcement by the DIR. 155
RFQ NO. PW 24-11
CIT

Y OF SIMI VALLEY

DEPARTMENT OF PUBLIC WORKS
REQ

UEST FOR QUALIFICATIONS FOR ON-CALL REAL PROPERTY SERVICES, RFQ NO. PW 24-11

TABLE OF CONTENTS
REQ
UEST FOR QUALIFICATIONS ACKNOWLEDGEMENT FORM ....................................... 1 STATEMENT OF QUALIFICATIONS INFORMATION .............................................................. 2 FEDERAL FUNDING AND DBE POLICY REQUIREMENTS ................................................. 12 STATEMENT OF PROPOSER’S QUALIFICATIONS AND REFERENCES ............................ 13 LIST OF SUBCONTRACTORS AND OFF-JOB FABRICATORS ............................................ 14 EXHIBIT A - SAMPLE CONTRACT ........................................................................................ 15 EXHIBIT B – COST PROPOSAL ............................................................................................. 28 EXHIBIT C – INSURANCE REQUIREMENTS ........................................................................ 30

LIST OF APPENDICES
APPENDIX A – REQUEST FOR QUALIFICATIONS APPLICATION…………………….……..31 APPENDIX B – STATEMENT OF QUALIFICATION ……………………………………….…….33 EXHIBIT 10-I NOTICE TO PROPOSERS DBE INFORMATION
EXHIBIT 10-Q DISCLOSURE OF LOBBYING ACTIVITIES
EXHIBIT 10-O1 CONSULTANT PROPOSAL DBE COMMITMENT
APPENDIX C – COST PROPOSAL FORMS …………………………………………………….. 40 APPENDIX D – ADDITIONAL CALTRANS LAPM FORMS………………………………………48 EXHIBIT 9-F DISADVANTAGED BUSINESS ENTERPRISE (DBE) RUNNING

TALLY OF PAYMENTS
EXHIBIT 10-G INDIVIDUAL A&E TASK ORDER DBE TRACKER
EXHIBIT 10-O2 CONSULTANT CONTRACT DBE COMMITMENT
EXHIBIT 10-S CONSULTANT PERFORMANCE EVALUATION
EXHIBIT 15-H PROPOSER/CONTRACTOR GOOD FAITH EFFORTS
EXHIBIT 17-F1 FINAL REPORT-UTILIZATION OF DISADVANTAGED

BUSINESS ENTERPRISES FOR ON-CALL CONTRACTS
EXHIBIT 17-O DISADVANTAGED BUSINESS ENTERPRISES (DBE)

CERTIFICATION STATUS CHANGE
156
RFQ NO. PW 24-08R

SUBMIT WITH PROPOSAL
1 CITY OF SIMI VALLEY

REQUEST FOR QUALIFICATIONS ACKNOWLEDGEMENT FORM
PROPOSALS ARE DUE: NO LATER THAN 3:30 P.M. ON JANUARY 9, 2025.

The City of Simi Valley is seeking proposals from qualified firms to provide On-Call Real Property Services for public works projects, RFQ NO. PW 24-11.

1. Submit three original Technical Qualifications Proposals and one Cost Proposal in separate sealed envelopes to:

Fuad Shamout, Pri ncipal Engineer/Capital Projects
Department of Public Works
2929 Tapo Canyon Road
Simi Valley, CA 93063
[email protected]
(805) 583 -6788

2. Proposer must honor proposal prices for 90 days.

3. Proposals must include this Proposal form and be signed by the vendor's authorized representative.

4. Award of a contract, if any, will be made by the City Council based upon the criteria set forth in this R equest for Qualifications and will be made based upon the best qualified Proposer rather than lowest price.

PROPOSER

TO READ
I have, read, understood, and agree to the terms and conditions on all pages of this Request for Qua
lifications. The undersigned agrees to furnish the commodity or service stipulated on this Proposal as stated above.
____________________________ _________ _________________________ Signature Company
____________________________ ___________ _____________________ Name (Print) Address
____________________________ _________ _______________________ Title of Person Signing Proposal Company Phone No.
157
RFQ NO. PW 24-11
2 STATEMENT OF QUALIFICATIONS INFORMATION
The C
ity of Simi Valley requests proposals for the following purpose according to the terms and conditions attached. In the preparation of this Request for Qualifications (“RFQ”), the words "Proposer," "Contractor,” "Consultant," or “Firm” are used interchangeably.

I. Introduction/Background:

Th
e City of Simi Valley (City), Department of Public Works (Department) is seeking interested firms to submit a Statement of Qualifications for On- Call Real Property Services associated with the design and construction of City public works projects. Some of these projects are federally funded and therefore are subject to applicable federal requirements, including 49 CFR 26 – Participation by Disadvantaged Business Enterprises. The DBE goal for these services is 0%. The term for this service will be two (2) years from the effective date, with an option to renew one (1) additional year.

II. Objective :

The R
FQ objective is to retain one to two firms to provide On-Call Real Property Consultant Services for the City on an as-needed basis.

III. Statement Of Work:

A. Services to be Provided
The s
elected firm(s) shall provide the Professional Services in connection with design and construction of various public works projects within the City. These Professional Services will be assigned on an as-needed basis through the issuance of task orders depending upon the Department's project workload. Award of this annual contract does not necessarily guarantee the assignment of specific projects to the Consultant.

The work, in general, may include but not limited to the following:

1. Predesign right-of-way consultation.

2. Al
ignment studies.

3. Count
y record search.

4. Pr
oject consultation and project reports, as applicable.

5. Land
title examination.

6. Pr
operty ownership analysis.

7. Doc
ument preparation for legal descriptions, eminent domain, etc.

8. Landow
ner preliminary contacts.

9. Pr
epare negotiations appraisal reports.
158
RFQ NO. PW 24-11
3 10. Provide appraisal review on contract appraisals.

11. Liai
son between property owner and the City.

12. Escr
ow services.

13. Righ
t-of-way certifications for construction, including f ederally funded projects, and all other real property services and related work, as necessary.

14. Cons
ultant shall have thorough understanding of the FHWA and Caltrans Local Assistance Procedures Manual (LAPM) regarding Annual Anticipated Disadvantaged Business Enterprise (DBE) requirements and DBE participation.

Given that the City’s Race- Conscious DBE goal is 0%, consulting firms must submit DBE requirements in accordance with Chapter 10 of LAP M. The consultant shall ensure that certified DBE firms have the opportunity to participate in the performance of the contract and shall take all necessary and reasonable steps for such assurance and comply with Prevailing Wage Requirements.

IV. Method of Payment
The method of payment for this Contract shall be Specified Rates of Compensation. The Consultant shall be paid at an agreed and supported specific fixed hourly rate for each class of employee engaged directly in the work. The specific rates of compensation are to include an hourly breakdown, direct salary costs, fringe benefits, indirect costs, and net fee.

V. Time Schedule
The i
nitial term of this Agreement will be two (2) years from the effective date, with an option to renew one (1) additional year.

VI. Schedule of Events
The f
ollowing is a tentative schedule of events. Should the City require a change in schedule, the prospective Proposers will be notified:

ACTION DATE
Request for Qualification Issued December 5, 2024
Last Day to Submit Inquiries December 26, 2024
Addendum Issued for Submitted Inquiries (if required) December 27, 2024 RFQ Submission Deadline 3:30 p.m., January 9, 2025
City Council Award February 24, 2025
VII. Inquiries
Questions and requests for clarifications about this RFQ must be submitted no later than the date stated in the Proposal Schedule for response. No questions other than written or e-mail will be accepted, and no response other than written will be binding upon the City.
159
RFQ NO. PW 24-11
4 STATEMENT OF QUALIFICATIONS REQUIREMENTS
Thr
ee copies of the Technical Qualifications Proposal and one copy of the Cost Proposal must be sealed in separate envelopes and be received by the City of Simi Valley, Department of Public Works, 2929 Tapo Canyon Road, Simi Valley, CA 93063, Attn: Fuad Shamout , at or before 3:30 P.M. on January 9, 2025.

I. Statement of Qualifications Content
Sub
mitted proposals must follow the format outlined below and all requested information must be supplied. Failure to submit all requested information will result in elimination from proposal evaluation. Each Proposal must be submitted in two parts:

Part I: Technical Proposal (three copies)
Pa
rt II: Cost Proposal (one copy)
A. Part I. Technical Proposal

1. Reques
t for Proposal Acknowledgement Form.

2. Appe
ndix A, “Request for Qualifications – Application Form”.

3. Cov
er Letter.
a. Inc
lude the name, address, and telephone number of the company, and signed by the person or persons authorized to represent the firm. b. Teaming is allowed.
c. Cov
er Letter must stipulate that the proposals are firm offers for at least ninety (90) days.
d. Al
l addendums received must be acknowledge in the cover letter.

4. Tabl
e of Contents. Clearly identify material contained in the Proposal by section and page number.

5. Sec
tion 1: Introduction. Contents to be determined by Proposer.

6. Sec
tion 2: Methodology.
a. Des
cribe the methodology and techniques to be employed.
b. Provide a detailed explanation of the work and intended approach. This should convey the applicants understanding of the work and demonstrate the necessary experience and management skills.

7. Sec
tion 3: Project Management. Describe the proposed management structure 160
RFQ NO. PW 24-11
5 and organization of contracting group.

8. Sec
tion 4: Key Personnel and Subcontractors.
a. Pr
ovide an organizational chart showing the relationship of all key personnel.

For each key personnel, provide a brief resume including the following:
i. Qual
ifications and experience on similar projects.
ii. Pr
oposed role and responsibilities.
iii. Appl
icable licenses and/or special qualifications.
iv. H
ome office location.
v. Es
timate of time allocation for required services.
b. If
subcontractors are to be used, identify each of them in the Proposal.

Describe the work to be performed by them and the number of hours or the percentage of time they will devote to the project. Provide a list of their assigned staff, their qualifications, relationship to project management, schedule, costs, and hourly rates.

9. Sec
tion 5: Qualifications and References.
a. Su
bmit the ‘ Statement of Proposer’s Qualifications and References ’ form.

Please included additional page(s), if necessary.
b. Des
cribe the qualifications of the F irm, key staff and each sub- contractor in performing skilled On-Call Real Property Services for a variety of public works projects within the last five (5) years and demonstrate competence to perform the work described in the statement of work. Information shall include:
i. Lis
t and describe three (3) contracts performed by your Firm in the last five (5) years, of comparable size and scope of work.
ii. Iden
tify key personnel and support staff linked to referenced projects and their responsibilities with respect to the scope of work. iii. Lengt
h of time your firm has engaged in providing the work included within the statement of work under the present business name. iv. P
rovide at least three (3) references that received similar services from your Firm. The City reserves the right to contact each of the references listed for additional information. References shall include:
• Cl
ient Name and Address
• Contact’s Name, Phone Number, and E-mail
• Project Description
161
RFQ NO. PW 24-11
6 • Project start and end date
• Contract Amount

10. Sec
tion 6: Conflict of Interest. Address possible conflicts of interest with other clients affected by actions performed by the firm on behalf of the City. Although the Proposer will not be automatically disqualified by reason of work performed for other parties, the City reserves the right to consider the nature and extent of such work in evaluating the proposal.

11. Sec
tion 7: Forms: The Consultant is to complete all required forms found in Appendix B . Required forms shall be included in the Technical Qualifications Proposal.

B. Part II. Cost Proposal
Mark-ups
on sub-consultants costs and other direct costs will not be allowed.

The e
ffective dates of rates must cover a minimum of two (2) years from the City Council Award date stated in the proposed schedule of events: February 24,2025, through February 23, 2026.

1. State and/or Federally Funded Costs
a. Cost Proposal must be submitted using the applicable forms found in Appendix C. Electronic version of the Cost Proposal form is available on the City of Simi Valley Website as shown below.
• https://www.simivalley.org/departments/administrative- services/support-services-purchasing/bids-proposals
b. The Firm’s Cost Proposal shall include a complete table of costs for the proposed professional services, including a list of team members with job classification, hourly billing rates for each classification, billing multiplier, indirect cost rates (ICRs), and other direct costs (ODCs).

2. Non State and/or Federally Funded Costs
a. The Firm’s Cost Proposal shall include a complete table of costs for the proposed professional services, including a list of team members with job classification, hourly billing rates for each classification and effective dates of rates. Rate sheets are allowed.

II. Statement of Qualification Submission
Al
l Proposals must be submitted according to the specifications set forth in the Statement of Qualifications Requirements Section 1, Statement of Qualifications Content and in this section. Failure to adhere to these specifications may be cause for rejection of the 162
RFQ NO. PW 24-11
7 Proposal.

A. Signature. A person authorized to contractually bind the Proposer MUST sign all Proposals.

B. Due Date. The Proposer must submit three (3) complete sealed copies of each of the Technical Proposal and Cost Proposal, with the following:

1. Nam
e and address of the Proposer, plainly marked in the upper left-hand corner.

2. Ti
tle of the Proposal, including the words “RFQ No. PW 24-11.”

3. Al
l Proposals must be received on at or before 3:30 P.M. on January 9, 2025, and should be directed to:

Fuad S
hamout, Principal Engineer/Capital Projects
Department of Public Works
2929 Tapo Canyon Road
Simi Valley, CA 93063
Late
Proposals will not be accepted. Any correction or resubmission done by the proposer will not extend the submittal due date.

4. Addenda. City may modify the Proposal and/or issue supplementary information or guidelines relating to the RFQ.

5. Rejection. A Proposal may be deemed nonresponsive and may be immediately rejected if:
a. It
is received at any time after the exact date and time set for receipt of proposals; and/or
b. It
is not prepared in the format prescribed; and/or
c. It
signed by an individual not authorized to represent the firm.

6. Disposition of Proposals. The City may reject any or all Proposals. All responses are public documents and become the property of the City. One copy of the Proposal must be retained for City files. Additional copies and materials will be returned only if requested and at the Proposer’s expense.

7. Proposal Changes. Once submitted, Proposals, including the composition of the contracting team, cannot be altered without prior written consent of the City. All Proposals constitute an offer to the City and may not be withdrawn for a period of 60 days after the last day to accept Proposals.

III. Evaluation of Proposals
163
RFQ NO. PW 24-11
8 City staff will review the Statement of Qualifications in accordance with the Schedule noted above. The Technical Qualification Proposal will be evaluated by City staff based on the following criteria:
• Under
standing of the scope of work (weighted 15%).
• Ex
pertise and experience of the team to be assigned (weighted 25%). • Rel
ated experience on public works projects (weighted 30%). • Appr
oach to performing this type of service (weighted 15%). • Fa
miliarity with Federal & State requirements and procedures (weighted 10%). • Local
Presence and DBE (weighted 5%)
A r
anking will be performed according to the City's qualification selection procedure and only the top contenders will be considered further.

The C
ost Proposal is not used in the ranking process and will not be opened by the City until the Technical Qualification Proposals have been ranked. The Proposer rated as most qualified to perform the requested services may be invited to negotiate a final agreement. If an agreement is not reached, negotiations may be terminated and will commence with the next most qualified Proposer.

The aw
ard of the contract will be based on a combination of all factors. The City reserves the right to reject any and all Proposals, and in accordance with the Proposal Terms and Conditions.

Recommendation to City Council for Contract Award
The successful Proposer/s will be selected by the evaluation committee based upon the criteria set forth above and the City’s sole discretion. A recommendation will then be made to the City Council for award. The City is under no obligation to contract with any Proposer.
164
RFQ NO. PW 24-11
9 PROPOSAL TERMS AND CONDITIONS
Submitting Proposals. (a) Proposals must include this form, in its entirety, in a sealed envelope with the wording “Proposal,” proposal number and closing date marked on the outside; (b) Proposals/corrections received after the closing time will not be opened. The City is not responsible for proposals not properly marked and delivered. Upon award, all submissions become a matter of public record.

Alternatives. Any changes or alternatives must be set forth in a letter attached to this proposal.

The City has the option of accepting or rejecting any alternative proposal.

Currency. All references to dollar amounts in this solicitation and in vendor's response refer to United States currency.

Preparation. All proposals must be typed or written in black ink. Errors may be crossed out and corrected in ink, then initialed in ink by the person signing the proposal.

Rejection. The City may reject any or all proposals and waive any irregularity in any proposal in its sole discretion.

Default. In case of default by the vendor of any of the conditions of this proposal or contract resulting from this proposal, the vendor agrees that the City may procure the services from other sources and may deduct from the unpaid balance due the vendor, or collect against the bond or surety, or may invoice the vendor for excess costs so paid, and prices paid by the City will be considered the prevailing market price at the time such purchase is made.

Assignment. No assignment by the vendor of contract or any part hereof, or of funds to be received hereunder, is binding upon the City unless the City gave written consent before such assignment.

Subcontractors. The Proposer must list any subcontractors that will be used, the work to be performed by them, and total number of hours or percentage of time they will spend on the project.

Indemnification. The extent of a successful contractor’s obligation to indemnify and defend the City is set forth in the sample contract attached to this RFP.

Bonds. When deemed necessary by the City, bid bonds must be furnished by all proposers in the amount of at least 10% of the bid to guarantee that proposers will enter into contract to furnish goods at prices stated. Likewise, a Performance Bond must be required of the successful proposer when stated in the specification (cash deposit, certified or cashier's check or money order may be substituted in lieu of either bond).

DIR Registration. In accordance with the provisions of California Labor Code § 1771.1 unless registered with the DIR (Department of Industrial Relations), a contractor may not propose, nor be listed as a subcontractor, for any proposal submitted for public work on or after March 1, 2015, with certain exceptions as set forth in Labor Code § 1771.1(a), or unless the small project exemption applies (total cost of project: $25,000 for public works or $15,000 for maintenance). Without the small project exemption, a public entity cannot award a public work 165
RFQ NO. PW 24-11
10 contract to a non-registered contractor or subcontractor, effective July 1, 2017. P roposers on non-exempt projects must be registered with DIR. If any contractor or subcontractor listed in a proposal is believed to be exempt from registration as set forth in Labor Code § 1771 (a), the proposal must set forth the claimed exemption. Failure to provide evidence of registration or of a valid exemption at the time of proposal submittal renders the proposal as non-responsive and prohibits award the Contract to any proposer not registered with DIR.

Prevailing Wages and Minority Group Skill Upgrade and Employment. Proposers are notified that pursuant to the Labor Code the California Department of Industrial Relations has ascertained the general prevailing rate of per diem wages and the general prevailing rate for legal holiday and overtime work in the locality in which this work is to be performed for each craft, classification or type of worker needed to execute the Contract. Such wage scale is set forth at length in a Schedule of Prevailing Rates of Wages that is on file at the California Department of Industrial Relations and is available at www.dir.ca.gov/DLSR/PWD/index.htm.

The published prevailing rates that the Contractor shall pay are hereby incorporated in and made a part of these Proposal Terms and Conditions.

Insurance. This is a contract involving services and the City requires insurance. Insurance must be primary insurance and must name the City of Simi Valley as an additional insured. Proof of insurance in the following amounts must be provided prior to contract signing; liability in the amount of $2 ,000,000, automotive in the amount of $1,000,000, worker’s compensation in accordance with California law and Errors & Omissions of $1,000,000 each occurrence/$2,000,000 policy aggregate. Specific insurance requirements are set forth in the sample contract. PROPOSERS MUST SIGN AND RETURN EXHIBIT C , INSURANCE REQUIREMENTS, WITH THEIR PROPOSAL.

Submission of One Proposal Only. No individual, or business entity of any kind may file or to be interested in more than one proposal, except an alternative proposal when specifically requested. However, a person who has quoted prices on materials to a firm submitting a proposal is not thereby disqualified from quoting prices to other firms submitting proposals.

Contract Requirement. The proposer to whom award is made must execute a written contract with the City within 10 calendar days after written notice of the award was sent by mail/email to the address given in the proposal or within 10 calendar days after receipt by Proposer.

California Public Records Act. All information contained in the Proposal, and the Proposal itself, is a public record and subject to release to the public once opened. Proposers should not include trade secrets or other confidential information in their Proposal . To request public records, please visit www.simivalley.org/recordsrequest or contact City Clerk’s Office at (805) 583-6748.

Submission of References . Each proposer must submit a Statement of Qualifications and References on the form provided in the Request for Proposals package.

Non-commitment of Department. This Request for Proposal does not commit the City to award a contract, to pay any costs incurred in the preparation of a Proposal for this request, or to procure or contract for services. The City may accept or reject any or all proposals received as a result of this request, to negotiate with any qualified firm or to modify or cancel in part or in its entirety the Request for Proposal if it is in the best interests of the City to do so. 166
RFQ NO. PW 24-11
11 Proposal Rejection. The City may reject the proposal of any proposer that previously failed to perform properly, or complete on time, contracts of a similar nature, or to reject the proposal of a proposer who is not in a position to perform such a contract satisfactorily. The City may reject the proposal of any proposer who is in default of the payment of taxes, licenses or other monies due to the City of Simi Valley.

Contract Pricing. Except as otherwise provided, price proposals must remain consistent through the term of this contract.

Proposal Questions. Questions regarding this RFQ may be made to the contact person listed below. Please review the Proposal schedule to determine the last day to submit questions.

Lauren Lien, Associate Engineer/Capital Projects
Department of Public Works
2929 Tapo Canyon Road
Simi Valley, CA 93063
[email protected]
(805) 583-6882
167
RFQ NO. PW 24-11
12 FEDERAL FUNDING AND DBE POLICY REQUIREMENTS
Pr
ojects may be funded by Federal funds and must comply with FHWA and Caltrans requirements. The following requirements shall be considered as included in the professional services agreement to be executed between the CITY and the CONSULTANT:

The Consultant shall make a good faith effort to meet the DBE Goal that has been established at zero (0) percent. The Consultant shall give consideration to securing the services of DBE firms in the performance of the work anticipated in this Request for Proposal, as specified in 23 CFR 172.5(b), 49 CFR Part 26, and in the attached Exhibit 10- I “Notice to Bidders/Pr oposers Disadvantaged Business Enterprise Information”.

The C
onsultant and all Sub-Consultants shall submit “Certification of Indirect Costs” and “Cost Proposal” on an annual basis per the conditions specified in the contract.

The C
onsultant shall submit a completed Exhibit 10- O1, “Local Agency Proposer DBE Commitment (Consultant Contract)”, with the Statement of Qualifications.

The C
onsultant shall submit a completed Exhibit 10- O2, “Local Agency Proposer DBE Information (Consultant Contract), prior to award of the contract.

The C
onsultant shall submit, upon completion of the contract, regardless of whether DBE participation is obtained, a summary of the DBE records, Exhibit 17-F or equivalent, “Final Report – Utilization of Disadvantaged Business Enterprises (DBE) First – Tier Subcontractors” shall be prepared, certified correct, and submitted.

The C
onsultant shall comply with Federal and State procedures, with respect to the Disadvantaged Business Enterprise Program, as specified herein and as directed by the County.

The f
ollowing exhibits/forms are attached, made a part hereof, shall be completed if and as required, and shall be considered as part of the executed agreement between the City and the successful Consultant:

Submit with Proposal:

Exhibit 10-O1 Consultant Proposal DBE Commitment
Exhibit 10-Q Disclosure of Lobbying Activities
As requested or required by the CITY or others:

Exhibit 9-F Disadvantaged Business Enterprise (DBE) Running Tally of Payment
Exhibit 10-O2 Consultant Contract DBE Commitment
Exhibit 10-G Individual A&E Task Order DBE Tracker
Exhibit 10-S Consultant Performance Evaluation
Exhibit 15-H DBE Information – Good Faith Efforts
Exhibit 17-F1 Final Report – Utilization of Disadvantaged Business Enterprises for On-Call Contracts Exhibit 17-O Disadvantaged Business Enterprises (DBE) Certification Status Change 168
RFQ NO. PW 24-11

SUBMIT WITH PROPOSAL
13 STATEMENT OF PROPOSER’S QUALIFICATIONS AND REFERENCES The P
roposer is required to state the Proposer's financial ability and a general description of similar work performed.

Number of years engaged in providing the work included within the scope of the specifications under the present business name: .

Lis
t and describe fully a minimum of five projects performed by your firm within the last five years, which demonstrate your ability to complete the work included within the scope of the specifications and where the Proposer has performed work in providing architectural designs of libraries and library areas, particularly in Ventura County’s jurisdiction with government agencies similar to the Simi Valley Public Library. Attach additional pages if required. The City reserves the right to contact each of the references listed for additional information regarding your firm's qualifications.

Ref
erence No. 1
Customer Name:

Contact Individual: Phone No.

Address:

Contract Amount: Year:

Description of work done:

Ref
erence No. 2
Customer Name:

Contact Individual: Phone No.

Address:

Contract Amount: Year:

Description of work done:

Ref
erence No. 3
Customer Name:

Contact Individual: Phone No.

Address:

Contract Amount: Year:

Description of work done:
169
RFQ NO. PW 24-11

SUBMIT WITH PROPOSAL
14 LIST OF SUBCONTRACTORS AND OFF-JOB FABRICATORS
Cont
ractor's Name _________________________________________________________ Lis
ting must comply with the provisions of Public Contract Code § 4104.

Name of
Subcontractor
or Off-Job Fabricator
PWC
Number
CSLB
Number
Address Items of Work
If more space is needed, attach additional sheets.

Public Contract Code § 4104 provides that bidders must list:
(a)(1) The name, the location of the place of business, and the California contractor license number of each subcontractor who will perform work or labor or render service to the prime contractor in or about the construction of the work or improvement, or a subcontractor licensed by the State of California who, under subcontract to the prime contractor, specially fabricates and installs a portion of the work or improvement according to detailed drawings contained in the plans and specifications, in an amount in excess of one -half of 1 percent of the prime contractor's total bid or, in the case of bids or offers for the construction of streets or highways, including bridges, in excess of one-half of 1 percent of the prime contractor's total bid or ten thousand dollars ($10,000), whichever is greater.

Per Public Contract Code §4104, Contractor’s bidding on public projects are required to list above California contractor license numbers and DIR registration numbers for all subcontractor’s performing work in excess of one-half of one-percent of the contract’s value. 170
AGREEMENT NO. CLICK HERE TO ENTER TEXT.

PROFESSIONAL SERVICES AGREEMENT

FOR DESIGN SERVICES

BETWEEN

THE CITY OF SIMI VALLEY AND

CONSULTANT NAME

FOR IDENTIFY SERVICES
THIS AGREEMENT is entered into this Click here to enter text. day of Click here to enter text. 2025, by and between the CITY OF SIMI VALLEY, a municipal corporation and general law city (“CITY”) and Consultant name , a type of organization, e.g., corporation, and state in which it is incorporated (“CONSULTANT”).

1. CONSIDERATION.

A. As partial consideration, CONSULTANT agrees to perform the work listed in the SCOPE OF SERVICES, below;
B. As additional consideration, CONSULTANT and CITY agree to abide by the terms and conditions contained in this Agreement;
C. As additional consideration, CITY agrees to pay CONSULTANT a sum not to exceed $Click here to enter text. for CONSULTANT’s services. CITY may modify this amount as set forth below. Unless otherwise specified by written amendment to this Agreement, CITY will pay this sum as specifi ed in the attached Exhibit “ Click here to enter text. ,” which is incorporated by reference.

1. SCOPE OF SERVICES.

A. CONSULTANT will perform general engineering services listed in the attached Exhibit “A” which is incorporated by reference.

B. The specific services required of CONSULTANT under this Agreement will consist of the tasks and obligations defined in a Task Order approved by CITY and CONSULTANT, in response to specific project scopes of work and services requested by CITY. Any duly executed and app roved Task Order will become a part of this Agreement. The standard form for the Task Order is set forth in Exhibit C.

C. Consulting services required by CITY will be provided on an as -needed basis with CITY determining and advising CONSULTANT as to when specific services are required to be performed or completed by CONSULTANT.
15 EXHIBIT A - SAMPLE CONTRACT
The successful Proposer will be required to enter into the sample contract as provided below. 171
D. CONSULTANT will, in a professional manner, furnish all of the labor, technical, administrative, professional and other personnel, all supplies and materials, equipment, printing, ve hicles, transportation, office space and facilities, and all tests, testing and analyses, calculation, and all other means whatsoever, except as herein otherwise expressly specified to be furnished by CITY, necessary or proper to perform and complete the work and provide the professional services required of CONSULTANT by this Agreement.

E. CONSULTANT’s duties and services under this agreement may not include preparing or assisting CITY with any portion of CITY’s preparation of a request for proposals, reques t for qualifications, or any other solicitation regarding a subsequent or additional contract with CITY. CITY retains responsibility for public contracting, including with respect to any subsequent phase of a project. CONSULTANT's participation in the planning, discussions, or drawing of project plans or specifications are limited to conceptual, preliminary, or initial plans or specifications.

CONSULTANT must cooperate with CITY to ensure that all bidders for a subsequent contract on any subsequent phase of this project have access to the same information, including all conceptual, preliminary, or initial plans or specifications prepared by contractor pursuant to this agreement.

2. PERFORMANCE STANDARDS. While performing this Agreement, CONSULTANT will use the appropriate generally accepted professional standards of practice existing at the time of performance utilized by persons engaged in providing similar services. CITY will continuously monitor CONSULTANT’s services. CITY will notify CONSULTANT of any deficiencies and CONSULTANT will have fifteen (15) days after such notification to cure any shortcomings to CITY’s satisfaction. Costs associated with curing the deficiencies will be borne by CONSULTANT.

3. PREVAILING WAGES.

A. Pursuant to Labor Code § 1720, and as specified in 8 California Code of Regulations § 16000, CONSULTANT must pay its workers prevailing wages. It is CONSULTANT’s responsibility to interpret and implement any prevailing wage requirements and CONSULTANT agrees to pay any penalty or civil dama ges resulting from a violation of the prevailing wage laws.

B. In accordance with Labor Code § 1773.2, copies of the prevailing rate of per diem wages are available upon request from CITY’s Engineering Division or the website for State of California Prevailing wage determination at http://www.dir.ca.gov/DLSR/PWD. CONSULTANT must post a copy of the prevailing rate of per diem wages at the job site.
16 172
C. CITY directs CONSULTANT’s attention to Labor Code §§ 1777.5, 1777.6 and 3098 concerning the employment of apprentices by CONSULTANT or any subcontractor.

D. Labor Code § 1777.5 requires CONSULTANT or subcontractor employing tradesmen in any apprenticeship occupation to apply to the joint apprenticeship committee nearest the site of the public works project and which administers the apprentice¬ship program in that trade for a certificate of approval. The certificate must also fix the ratio of apprentices to journeymen that will be used in the performance of the contract. The ratio of apprentices to journeymen in such cases will not be less than one to five except:
i. When employment in the area of coverage by the joint apprenticeship committee has exceeded an average of 15 percent in the 90 days before the request for certificate, or
ii. When the number of apprentices i n training in the area exceeds a ratio of one to five, or
iii. When the trade can show that it is replacing at least 1/30 of its membership through apprenticeship training on an annual basis state wide or locally, or
iv. When CONSULTANT provides evidence that CON SULTANT
employs registered apprentices on all of his contracts on an annual average of not less than one apprentice to eight journeymen. v. CONSULTANT is required to make contributions to funds established for the administration of apprenticeship programs if CONSULTANT employs registered apprentices or journeymen in any apprenticeable trade on such contracts and if other contractors on the public works site are making such contributions. vi. CONSULTANT and any subcontractor must comply with Labor Code §§ 1777.5 and 1777.6 in the employment of apprentices.
vii. Information relative to apprenticeship standards, wage schedules and other requirements may be obtained from the Director of Industrial Relations, ex officio the Administrator of Apprenticeship, San Francisco, California, or from the Division of Apprenticeship Standards and its branch offices.
17 173
E. CONSULTANT and its subcontractors must keep an accurate certified payroll records showing the name, occupation, and the actual per diem wages paid to each worker employed in connection with this Agreement.

The record will be kept open at all reasonable hours to the inspection of the body awarding the contract and to the Division of Labor Law Enforcement.

If requested by CITY, CONSULTANT must provide copies of the records at its cost.

4. PAYMENTS. For CITY to pay CONSULTANT as specified by this Agreement, CONSULTANT must submit a detailed invoice to CITY which lists the hours worked and hourly rates for each personnel category and reimbursable costs (all as set forth in Exhibit “Click here to enter text. ”) the tasks performed, the percentage of the task completed during the billing period, the cumulative percentage completed for each task, the total cost of that work during the preceding billing month and a cumulativ e cash flow curve showing projected and actual expenditures versus time to date.

5. NON-APPROPRIATION OF FUNDS. Payments due and payable to CONSULTANT for current services are within the current budget and within an available, unexhausted and unencumbered appropriation of the CITY. In the event the CITY has not appropriated sufficient funds for payment of CONSULTANT services beyond the cur rent fiscal year, this Agreement will cover only those costs incurred up to the conclusion of the current fiscal year.

6. ADDITIONAL WORK.

A. CITY’s city manager (“Manager”) may determine, at the Manager’s sole discretion, that CONSULTANT must perform additional work (“Additional Work”) to complete the Scope of Work. If Additional Work is needed, the Manager will give written authorization to CONSULTANT to perform such Additional Work.

B. If CONSULTANT believes Additional Work is needed to complete the Scope of Work, CONSULTANT will provide the Manager with written notification that contains a specific description of the propos ed Additional Work, reasons for such Additional Work, and a detailed proposal regarding cost.

C. Payments over $ Click here to enter text. for Additional Work must be approved by CITY’s city council. All Additional Work will be subject to all other terms and provisions of this Agreement.
18 174

7. FAMILIARITY WITH WORK.

A. By executing this Agreement, CONSULTANT agrees that it has:
i. Carefully investigated and considered the scope of services to be performed;
ii. Carefully considered how the services should be performed; and iii. Understands the facilities, difficulties, and restrictions attending performance of the services under this Agreement.

B. If services involve work upon any site, CONSULTANT agrees that CONSULTANT has or will investigate the site and is or will be ful ly acquainted with the conditions there existing, before commencing the services hereunder. Should CONSULTANT discover any latent or unknown conditions that may materially affect the performance of the services, CONSULTANT will immediately inform CITY of s uch fact and will not proceed except at CONSULTANT’s own risk until written instructions are received from CITY.

8. TERM. The term of this Agreement will be from Click here to enter a date. to Click here to enter a date. . Unless otherwise determined by written amendment between the parties, this Agreement will terminate in the following instances:

A. Completion of the work specified in Exhibit “Click here to enter text.”; B. Termination as stated in Section 16.

9. TIME FOR PERFORMANCE.

A. CONSULTANT will not perform any work under this Agreement until:
i. CONSULTANT furnishes proof of insurance as required under Section 23 of this Agreement; and
ii. CITY gives CONSULTANT a written notice to proceed.

B. Should CONSULTANT begin work on any phase in advance of receiving written authorization to proceed, any such professional services are at CONSULTANT’s own risk.
19 175

10. TIME EXTENSIONS . Should CONSULTANT be delaye d by causes beyond CONSULTANT’s control, CITY may grant a time extension for the completion of the contracted services. If delay occurs, CONSULTANT must notify the Manager within forty- eight hours (48 hours), in writing, of the cause and the extent of the delay and how such delay interferes with the Agreement’s schedule. The Manager will extend the completion time, when appropriate, for the completion of the contracted services.

11. CONSISTENCY. In interpreting this Agreement and resolving any ambiguities, t he main body of this Agreement takes precedence over the attached Exhibits; this Agreement supersedes any conflicting provisions. Any inconsistency between the Exhibits will be resolved in the order in which the Exhibits appear below:

List exhibits – scope of work first; budget (if applicable) next; and proposal last

12. CHANGES. CITY may order changes in the services within the general scope of this Agreement, consisting of additions, deletions, or other revisions, and the contract sum and the contract time will be adjusted accordingly. All such changes must be authorized in writing, executed by CONSULTANT and CITY. The cost or credit to CITY resulting from changes in the services will be determined in accordance with written agreement between the parties.

13. TAXPAYER IDENTIFICATION NUMBER. CONSULTANT will provide CITY with a Taxpayer Identification Number.

14. PERMITS AND LICENSES . CONSULTANT, at its sole expense, will obtain and maintain during the term of this Agreement, all necessary permits, licenses, and certificates that may be required in connection with the performance of services under this Agreement.

15. WAIVER. CITY’s review or acceptance of, or payment for, work product prepared by CONSULTANT under this Agreement will not be construed to operate as a waiver of any rights CITY may have under this Agreement or of any cause of action arising from CONSULTANT’s performance. A waiver by CITY of any breach of any term, covenant, or condition contained in this Agreement will not be deemed to be a waiver of any subsequent breach of the same or any other term, covenant, or condition contained in this Agreement, whether of the same or different character.

16. TERMINATION.

A. Except as otherwise provided, CITY may terminate this Agreement at any time with or without cause.

B. CONSULTANT may terminate this Agreement at any time with CITY’s mutual consent. Notice will be in writing at least th irty (30) days before the effective termination date.
20 176
C. Upon receiving a termination notice, CONSULTANT will immediately cease performance under this Agreement unless otherwise provided in the termination notice. Except as otherwise provided in the termination notice, any additional work performed by CONSULTANT after receiving a termination notice will be performed at CONSULTANT'’ own cost; CITY will not be obligated to compensate CONSULTANT for such work.

D. Should termination occur, all finished or u nfinished documents, data, studies, surveys, drawings, maps, reports and other materials prepared by CONSULTANT will, at CITY’s option, become CITY’s property, and CONSULTANT will receive just and equitable compensation for any work satisfactorily completed up to the effective date of notice of termination, not to exceed the total costs under Section 1(C).

E. Should the Agreement be terminated pursuant to this Section, CITY may procure on its own terms services similar to those terminated.

F. By executing this document, CONSULTANT waives any and all claims for damages that might otherwise arise from CITY’s termination under this Section.

17. OWNERSHIP OF DOCUMENTS; EXCEPTIONS; WARRANTY. Except as otherwise provided below, all documents, data, studies, drawings, maps, models, photographs and reports prepared by CONSULTANT (collectively, “Documents”) under this Agreement are CITY’s property. CONSULTANT may retain copies of such Documents as desired but will deliver all original materials to CITY upon CITY’s written n otice. CITY agrees that use of CONSULTANT’s completed work product, for purposes other than identified in this Agreement, or use of incomplete work product, is at CITY’s own risk. CONSULTANT warrants that all Documents it drafts and completes pursuant to t his Agreement constitutes original work. Specifically, CONSULTANT understands and agrees that use of artificial intelligence (AI) tools including, without limitation, ChatGPT, Microsoft’s Bing Chat, Google’s Bard, and Meta’s LLaMA (Large Language Model Met a AI), in the performance of this Agreement does not constitute an original work, i.e., submitting Documents generated by such AI tools to CITY and representing it as CONSULTANT’s original work constitutes a material breach of this Agreement, constitutes a false claim, and may also violate applicable intellectual property right laws including, without limitation, United States Copyright Law. Accordingly, and notwithstanding any other provision of this Agreement as to ownership, CITY specifically rejects ownership of such Documents. CONSULTANT is required to indemnify and defend CITY to the fullest extent allowed by applicable law should it violate this Section.

18. PUBLICATION OF DOCUMENTS. Except as necessary for performance of service under this Agreement, no copies, sketches, or graphs of materials, including graphic art work, prepared pursuant to this Agreement, will be released by CONSULTANT to any 21 177
other person or public CITY without CI TY’s prior written approval. All press releases, including graphic display information to be published in newspapers or magazines, will be approved and distributed solely by CITY, unless otherwise provided by written agreement between the parties.

19. INDEMNIFICATION.

A. CONSULTANT must save harmless, indemnify and defend CITY and all its officers, employees and representatives from and against any and all suits, actions, or claims, of any character whatever, brought for, or on account of, any injuries or damages sustained by any person or property arising from, pertaining to, or relating to the negligence, recklessness, or willful misconduct of CONSULTANT or any of CONSULTANT’s officers, agents, employees, or representatives.

B. For purposes of this section “CIT Y” includes CITY’s officers, officials, employees, agents, representatives, and certified volunteers.

C. It is expressly understood and agreed that the foregoing provisions are intended to be as broad and inclusive as is permitted by the law of the State of California and will survive termination of this Agreement.

D. The requirements as to the types and limits of insurance coverage to be maintained by CONSULTANT as required by Section 23, and any approval of said insurance by CITY, are not intended to and will not in any manner limit or qualify the liabilities and obligations otherwise assumed by CONSULTANT pursuant to this Agreement, including, without limitation, to the provisions concerning indemnification.

20. ASSIGNABILITY. This Agreement is for CONSULTANT’s professional services.

CONSULTANT’s attempts to assign the benefits or burdens of this Agreement without CITY’s written approval are prohibited and will be null and void.

21. INDEPENDENT CONTRACTOR . CITY and CONSULTANT agree that CONSULTANT will act as an independent contractor and will have control of all work and the manner in which is it performed. CONSULTANT will be free to contract for similar service to be performed for other employers while under contract with CITY.

CONSULTANT is not an agent or employee of CITY and is not entitled to participate in any pension plan, insurance, bonus or similar benefits CITY provides for its employees.

Any pro vision in this Agreement that may appear to give CITY the right to direct CONSULTANT as to the details of doing the work or to exercise a measure of control over the work means that CONSULTANT will follow the direction of the CITY as to end results of the work only.
22 178

22. AUDIT OF RECORDS. CONSULTANT will maintain full and accurate records with respect to all services and matters covered under this Agreement. CITY will have free access at all reasonable times to such records, and the right to examine and audit the same and to make transcript therefrom, and to inspect all program data, documents, proceedings and activities. CONSULTANT will retain such financial and program service records for at least three (3) years after termination or final payment under this Agreement.

23. INSURANCE.

A. Before commencing performance under this Agreement, and at all other times this Agreement is effective, CONSULTANT will procure and maintain the following types of insurance with coverage limits complying, at a minimum, with the limits set forth below:

Type of Insurance Limits
Commercial general liability: $2,000,000
Professional Liability $1,000,000
Business automobile liability $1,000,000
Workers compensation Statutory requirement
B. Commercial general liability insurance will meet or exceed the requirements of the most recent ISO-CGL Form s. The amount of insurance set forth above will be a combined single limit per occurrence for bodily injury, personal injury, and property damage for the policy coverage. Liability policies will be endorsed to name CITY, its officials, and employees as “additional insureds” under said insurance coverage and to state that such insurance will be deemed “primary” such that any other insurance that may be carried by CITY will be excess thereto. Such insurance will be on an “occurrence,” not a “claims made,” basis and will not be cancelable or subject to reduction except upon thirty (30) days prior written notice to CITY.

C. Professional liability coverage will be on an “occurrence bas is” if such coverage is available, or on a “claims made” basis if not available. When coverage is provided on a “claims made basis,” CONSULTANT will continue to renew the insurance for a period of three (3) years after this Agreement expires or is terminated. Such insurance will have the same coverage and limits as the policy that was in effect during the term of this Agreement, and will cover CONSULTANT for all claims made by CITY arising out of any errors or omissions of CONSULTANT, or its officers, emplo yees or agents 23 179
during the time this Agreement was in effect.

D. Automobile coverage will be written on ISO Business Auto Coverage Form CA 00 01 06 92, including symbol 1 (Any Auto).

E. CONSULTANT will furnish to CITY duly authenticated Certificates of Insurance evidencing maintenance of the insurance required under this Agreement and such other evidence of insurance or copies of policies as may be reasonably required by CITY from time to time. Insurance must be placed with insurers with a current A.M. Best Comp any Rating equivalent to at least a Rating of “A:VII.”
F. Should CONSULTANT, for any reason, fail to obtain and maintain the insurance required by this Agreement, CITY may obtain such coverage at CONSULTANT’s expense and deduct the cost of such insurance fro m payments due to CONSULTANT under this Agreement or terminate pursuant to Section 16.

G. Self-Insured Retention/Deductibles. All policies required by this Agreement must allow CITY, as additional insured, to satisfy the self -insured retention (“SIR”) and deductible of the policy in lieu of CONSULTANT (as the named insured) should CONSULTANT fa il to pay the SIR or deductible requirements. The amount of the SIR or deductible is subject to the approval of the Assistant City Attorney and the Finance Director. CONSULTANT understands and agrees that satisfaction of this requirement is an express condition precedent to the effectiveness of this Agreement. Failure by CONSULTANT as primary insured to pay its SIR or deductible constitutes a material breach of this Agreement. Should CITY pay the SIR or deductible on CITY’s behalf upon the CONSULTANT’S fail ure or refusal to do so in order to secure defense and indemnification as an additional insured under the policy, CITY may include such amounts as damages in any action against CONSULTANT for breach of this Agreement in addition to any other damages incurred by CITY due to the breach.

24. USE OF SUBCONTRACTORS . CONSULTANT must obtain CITY’s prior written approval to use any consultants while performing any portion of this Agreement. Such approval must approve of the proposed consultant and the terms of compensation.

25. INCIDENTAL TASKS. CONSULTANT will meet with CITY monthly to provide the status on the project, which will include a schedule update and a short narrative description of progress during the past month for each major task, a description of the work remaining and a description of the work to be done before the next schedule update. 24 180

26. NOTICES. All communications to either party by the other party will be deemed made when received by such party at its respective name and address as follows:

If to CONSULTANT: If to CITY:

Attention: Ronald K. Fuchiwaki, Public
Works Director
Attention: Click here to enter text.

City of Simi Valley City of Simi Valley
2929 Tapo Canyon Road Click here to enter text.

Simi Valley, CA 93063 Click here to enter text.

Staff Contract: Fuad Shamout, Principal
Engineer, (805) 583-6788
phone
[email protected] email
Any such written communications by mail will be conclusively deemed to have been received by the addressee upon deposit thereof in the United States Mail, postage prepaid and properly addressed as noted above. In all other instances, notices will be deemed given at the time of actual delivery. Changes may be made in the names or addresses of persons t o whom notices are to be given by giving notice in the manner prescribed in this paragraph.

27. CONFLICT OF INTEREST . CONSULTANT will comply with all conflict of interest laws and regulations including, without limitation, CITY’s conflict of interest regulations.

28. SOLICITATION. CONSULTANT maintains and warrants that it has not employed nor retained any company or person, other than CONSULTANT’s bona fide employee, to solicit or secure this Agreement. Further, CONSULTANT warrants that it has not paid nor has it agreed to pay any company or person, other than CONSULTANT’s bona fide employee, any fee, commission, percentage, brokerage fee, gift or other consideration contingent upon or resulting from the award or making of this Agreement. Should CONSULTANT breach or violate this warranty, CITY may rescind this Agreement without liability.

29. THIRD PARTY BENEFICIARIES . This Agreement and every provision herein is generally for the exclusive benefit of CONSULTANT and CITY and not for the benefit of any other part y. There will be no incidental or other beneficiaries of any of CONSULTANT’s or CITY’s obligations under this Agreement.

30. INTERPRETATION. This Agreement was drafted in, and will be construed in accordance with the laws of the State of California, and ex clusive venue for any action involving this agreement will be inVentura County.

31. COMPLIANCE WITH LAW. CONSULTANT agrees to comply with all federal, state, and local laws applicable to this Agreement.
25 181

32. ENTIRE AGREEMENT. This Agreement, and its Attachmen ts, sets forth the entire understanding of the parties. There are no other understandings, terms or other agreements expressed or implied, oral or written. There are Click here to enter text.

Attachments to this Agreement. This Agreement will bind and inure to the benefit of the parties to this Agreement and any subsequent successors and assigns.

33. RULES OF CONSTRUCTION . Each Party had the opportunity to independently review this Agreement with legal counsel. Accordingly, this Agreement will be construed simply, as a whole, and in accordance with its fair meaning; it will not be interpreted strictly for or against either Party.

34. SEVERABILITY. If any portion of this Agreement is declared by a court of competent jurisdiction to be invalid or unenforcea ble, then such portion will be deemed modified to the extent necessary in the opinion of the court to render such portion enforceable and, as so modified, such portion and the balance of this Agreement will continue in full force and effect.

35. AUTHORITY/MODIFICATION. The Parties represent and warrant that all necessary action has been taken by the Parties to authorize the undersigned to execute this Agreement and to engage in the actions described herein. This Agreement may be modified by writ ten amendment. CITY’s Manager, or designee, may execute any such amendment on behalf of CITY.

36. ELECTRONIC SIGNATURES. This Agreement may be executed by the Parties on any number of separate counterparts, and all such counterparts so executed constitute one Agreement binding on all the Parties notwithstanding that all the Parties are not signatories to the same counterpart. In accordance with Government Code §16.5, the Parties agree that this Agreement, Agreements ancillary to this Agreement, and related documents to be entered into in connection with this Agreement will be considered signed when the signature of a party is delivered by electronic transmission. Such electronic signature will be treated in all respects as having the same effect as an original signature.

37. CAPTIONS. The captions of the paragraphs of this Agreement are for convenience of reference only and will not affect the interpretation of this Agreement.

38. TIME IS OF ESSENCE. Time is of the essence for each and every provision of this Agreement.

39. FORCE MAJEURE. Should performance of this Agreement be prevented due to fire, flood, explosion, acts of terrorism, war, embargo, government action, civil or military authority, the natural elements, or other similar causes beyond the Parties’ reasonable control, then the Agreement will immediately terminate without obligation of either party to the other.
26 182

40. STATEMENT OF EXPERIENCE . By executing this Agreement, CONSULTANT represents that it has demonstrated trustworthiness and possesses the qua lity, fitness and capacity to perform the Agreement in a manner satisfactory to CITY. CONSULTANT represents that its financial resources, surety and insurance experience, service experience, completion ability, personnel, current workload, experience in de aling with private consultants, and experience in dealing with public agencies all suggest that CONSULTANT is capable of performing the proposed contract and has a demonstrated capacity to deal fairly and effectively with and to satisfy a public CITY.

IN WITNESS WHEREOF, the parties hereto have executed this Agreement the day and year first hereinabove written.

Attest: City of Simi Valley, A Municipal Corporation
By:

Lucy Blanco, City Clerk Fred D. Thomas, Mayor of the City of Simi Valley, California
Approved as to Form:

INSERT NAME OF COMPANY ABOVE
By:

Algeria R. Ford, City Attorney
Print Name:

Approved as to Content: Title:

By:

Samantha C. Argabrite, City Manager
Print Name:

Title:

Johanna Medrano,
Deputy Administrative Services Director/
Budget & Purchasing
Ronald K. Fuchiwaki
Public Works Director
27 183
RFQ NO. PW 24-11

SUBMIT WITH PROPOSAL
28 EX
HIBIT B – COST PROPOSAL
184
Certification of Direct Costs:

I, the undersigned, certify to the best of my knowledge and belief that all direct costs identified on the cost proposal(s) in this contract are actual, reasonable, allowable, and allocable to the contract in accordance with the contract terms and the following requirements:

1. Generally Accepted Accounting Principles (GAAP)

2. Terms and conditions of the contract

3. Title 23 United States Code Section 112 - Letting of Contracts

4. 48 Code of Federal Regulations Part 31 - Contract Cost Principles and Procedures

5. 23 Code of Federal Regulations Part 172 - Procurement, Management, and Administration of Engineering and Design Related Service

6. 48 Code of Federal Regulations Part 9904 - Cost Accounting Standards Board (when applicable) All c
osts must be applied consistently and fairly to all contracts. All documentation of compliance must be retained in the project files and be in compliance with applicable federal and state requirements.

Costs that are noncompliant with the federal and state requirements are not eligible for reimbursement.

Prime Consultant or Subconsultant Certifying:

Name:

Title*:

Signature: Date of Certification:

Email: Phone Number:

Address:
* An individual executive or financial officer of the consultant's or subconsultant's organization at a level no lower than a Vice President or a Chief Financial Officer, or equivalent, who has authority to represent the financial information utilized to establish the cost proposal for the contract.

List of Services the consultant is providing under the proposed contract:

EXHIBIT B
29 185
RFQ NO. PW 24-11

SUBMIT WITH PROPOSAL
30 EXHIBIT C – INSURANCE REQUIREMENTS
To be awar
ded this contract, the successful Proposer must procure and maintain the following types of insurance with coverage limits complying, at a minimum, with the limits set forth below:

Type of Insurance Limits
Com
mercial general liability: $2,000,000
Professional liability $1,000,000
Business automobile liability $1,000,000
Workers compensation Statutory requirement.

Com
mercial general liability insurance must meet or exceed the requirements of the most recent ISO - CGL Form Number. The amount of insurance set forth above must be a combined single limit per occurrence for bodily injury, personal injury, and property damage for the policy coverage. Liability policies must be endorsed to name the City, its officials, and employees as “additional insureds” under said insurance coverage and to state that such insurance will be deemed “primary” such that any other insurance that may be carried by the City will be excess thereto. Such insurance must be on an “occurrence,” not a “claims made,” basis and will not be cancelable or subject to reduction except upon thirty (30) days prior written notice to the City.

Pr
ofessional liability coverage must be on an “occurrence basis” if such coverage is available, or on a “claims made” basis if not available. When coverage is provided on a “claims made basis,” the Consultant must continue to maintain the insurance in effect for a period of three (3) years after this Agreement expires or is terminated (“extended insurance”). Such extended insurance must have the same coverage and limits as the policy that was in effect during the term of this Agreement, and cover the Consultant for all claims made by the City arising out of any errors or omissions of the Consultant, or its officers, employees or agents during the time this Agreement was in effect.

Aut
omobile coverage must be written on ISO Business Auto Coverage Form CA 00 01 06 92, including symbol 1 (Any Auto).

The C
onsultant must furnish to the City duly authenticated Certificates of Insurance evidencing maintenance of the insurance required under this Agreement, endorsements as required herein, and such other evidence of insurance or copies of policies as may be reasonably required by the City from time to time. Insurance must be placed with admitted insurers with a current A.M. Best Company Rating equivalent to at least a Rating of “A:VII.” Certificate(s) must reflect that the insurer will provide thirty (30) day notice of any cancellation of coverage. The Consultant will require its insurer to modify such certificates to delete any exculpatory wording stating that failure of the insurer to mail written notice of cancellation imposes no obligation, and to delete the word “endeavor” with regard to any not ice provisions.

By
signing this form, the Proposer certifies that it has read, understands, and will comply with these insurance requirements if it is selected as the City’s consultant. Failure to provide this form may render the Proposer’s proposal “nonresponsive.”
__________________ ____________________________

Date Proposer
186

APPENDIX A
Request for Qualifications - Application Form
31 187

REQUEST FOR QUALIFICATIONS

APPLICATION FORM
Legal Contractual Name of Company: ________________________________________________ Corporate Mailing Address: ________________________________________________________ City, State and Zip Code: __________________________________________________________ Phone Number: ______________________________ Fax: __________________________ Company Website: _______________________________________________________________ Contact Person for Proposal: _______________________________________________________ Title: _____________________________________ Phone: ___________________________ E-Mail Address: _________________________________ Fax: __________________________ Do you have a City of Simi Valley Business License?
☐ YES - License Number: __________________ Exp.: ____________ ☐ NO - A City of Simi Valley Business License must be obtained upon award of contract.

Is your business: (check one)
☐ NON-PROFIT CORPORATION ☐ FOR PROFIT CORPORATION
Is your business: (check one)
☐ CORPORATION ☐ LIMITED LIABILITY PARTNERSHIP
☐ INDIVIDUAL ☐ SOLE PROPRIETORSHIP
☐ PARTNERSHIP ☐ UNINCORPORATED ASSOCIATION
☐ OTHER: ______________________
State of Incorporation: ___________________ Federal Tax ID No.: _______________________ DIR Registration No.: ____________________
Optional: Two (2) individuals who will sign the contract if selected.

Name: _______________________________ Title: _____________________________ Email: ____________________________________________
Name: _______________________________ Title: _____________________________ Email: ____________________________________________
32 188

APPENDIX B
Statement of Qualification Forms
33 189
Local Assistance Procedures Manual EXHBIT 10-1
Notice to Proposers DBE Information
EXHIBIT 10-1 NOTICE TO PROPOSERS DBE INFORMATION
(Federally funded projects only)
The Agency has established a DBE goal for this Contract of _____

1. 2.

3. 4.

TERMS AS USED IN THIS DOCUMENT
• The term "Disadvantaged Business Enterprise" or "DBE" means a for-profit small business concern owned and controlled by a socially and economically disadvantaged person(s) as defined in Title 49,
Code of Federal Regulations (CFR), Part 26.5.
• The term "Agreement" also means "Contract."
• Agency also means the local entity entering into this contract with the Contractor or Consultant. • The term "Small Business" or "SB" is as defined in 49 CFR 26.65.

AUTHORITY AND RESPONSIBILITY
A. DBEs and other small businesses are strongly encouraged to participate in the performance of Contracts financed in whole or in part with federal funds (See 49 CFR 26, "Participation by Disadvantaged Business Enterprises in Department of Transportation Financial Assistance Programs").

The Consultant must ensure that DBEs and other small businesses have the opportunity to participate in the performance of the work that is the subject of this solicitation and should take all necessary and reasonable steps for this assurance. The proposer must not discriminate on the basis of race, color, national origin, or sex in the award and performance of subcontracts.

B. Proposers are encouraged to use services offered by financial institutions owned and controlled by DBEs.

SUBMISSION OF DBE INFORMATION
If there is a DBE goal on the contract, Exhibit 10-01 Consultant Proposal DBE Commitment must be included in the Proposal. In order for a proposer to be considered responsible and responsive, the proposer must make good faith efforts to meet the goal established for the contract. If the goal is not met, the proposer must document adequate good faith efforts. All DBE participation will be counted towards meeting the contract goal; therefore, all DBE participation shall be collected and reported.

Exhibit 10-02 Consultant Contract DBE Information must be included in best qualified consultant's executed consultant contract. Even if no DBE participation will be reported, the successful proposer must execute and return the form.

DBE PARTICIPATION GENERAL INFORMATION
It is the proposer's responsibility to be fully informed regarding the requirements of 49 CFR, Part 26, and the Department's DBE program developed pursuant to the regulations. Particular attention is directed to the following:

A. A DBE must be a small business firm defined pursuant to 13 CFR 121 and be certified through the California Unified Certification Program (CUCP).

B. A certified DBE may participate as a prime consultant, subconsultant, joint venture partner, as a vendor of material or supplies, or as a trucking company.

C. A DBE proposer not proposing as a joint venture with a non-DBE, will be required to document one or a combination of the following:

1. The proposer is a DBE and will meet the goal by performing work with its own forces.

2. The proposer will meet the goal through work performed by DBE subconsultants, suppliers or trucking companies.

3. The proposer, prior to proposing, made adequate good faith efforts to meet the goal.

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190
Local Assistance Procedures Manual EXHBIT 10-1
Notice to Proposers DBE Information
D. A DBE joint venture partner must be responsible for specific contract items of work or clearly defined portions thereof. Responsibility means actually performing, managing, and supervising the work with its own forces. The DBE joint venture partner must share in the capital contribution, control, management, risks and profits of the joint venture commensurate with its ownership interest.

E. A DBE must perform a commercially useful function pursuant to 49 CFR 26.55, that is, a DBE firm must be responsible for the execution of a distinct element of the work and must carry out its responsibility by actually performing, managing and supervising the work.

F. The proposer shall list only one subconsultant for each portion of work as defined in their proposal and all DBE subconsultants should be listed in the bid/cost proposal list of subconsultants.

G. A prime consultant who is a certified DBE is eligible to claim all of the work in the Contract toward the DBE participation except that portion of the work to be performed by non-DBE subconsultants.

5. RESOURCES
A. The CUCP database includes the certified DBEs from all certifying agencies participating in the CUCP.

If you believe a firm is certified that cannot be located on the database, please contact the Caltrans Office of Certification toll free number 1-866-810-6346 for assistance.

B. Access the CUCP database from the Department of Transportation, Office of Civil Rights website

1. Click on the link titled Disadvantaged Business Enterprise;

2. Click on Search for a DBE Firm link;

3. Click on Access to the DBE Query Form located on the first line in the center of the page.

Searches can be performed by one or more criteria. Follow instructions on the screen.

6. MATERIALS OR SUPPLIES PURCHASED FROM DBES COUNT TOWARDS THE DBE GOAL UNDER THE FOLLOWING CONDITIONS:

A. If the materials or supplies are obtained from a DBE manufacturer, count 100 percent of the cost of the materials or supplies. A DBE manufacturer is a firm that operates or maintains a factory, or establishment that produces on the premises the materials, supplies, articles, or equipment required under the Contract and of the general character described by the specifications.

B. If the materials or supplies purchased from a DBE regular dealer, count 60 percent of the cost of the materials or supplies. A DBE regular dealer is a firm that owns, operates or maintains a store, warehouse, or other establishment in which the materials, supplies, articles or equipment of the general character described by the specifications and required under the Contract are bought, kept in stock, and regularly sold or leased to the public in the usual course of business. To be a DBE regular dealer, the firm must be an established, regular business that engages, as its principal business and under its own name, in the purchase and sale or lease of the products in question. A person may be a DBE regular dealer in such bulk items as petroleum products, steel, cement, gravel, stone or asphalt without owning, operating or maintaining a place of business provided in this section.

C. If the person both owns and operates distribution equipment for the products, any supplementing of regular dealers' own distribution equipment shall be, by a long-term lease agreement and not an ad hoc or Agreement-by-Agreement basis. Packagers, brokers, manufacturers' representatives, or other persons who arrange or expedite transactions are not DBE regular dealers within the meaning of this section.

D. Materials or supplies purchased from a DBE, which is neither a manufacturer nor a regular dealer, will be limited to the entire amount of fees or commissions charged for assistance in the procurement of the materials and supplies, or fees or transportation charges for the delivery of materials or supplies required on the job site, provided the fees are reasonable and not excessive as compared with fees charged for similar services.

January 2020
35 191
Local Assistance Procedures Manual EXHBIT 10-Q
Disclosure of Lobbying Activities
EXHIBIT 10-Q D ISCLOSURE OF LOBBYING ACTIVITIES
COMPLETE THIS FORM TO DISCLOSE LOBBYING ACTIVITIES PURSUANT TO 31 U.S.C. 1352

1. Type of Federal Action: 2. Status of Federal Action: 3. Report Type:
a. contract a. bid/offer/application a. initial
b. grant b. initial award b. material change
c. cooperative agreement c. post -award
d. loan For Material Change Only:
e. loan guarantee year ____ quarter _________
f. loan insurance date of last report __________

4. Name and Address of Reporting Entity 5. If Reporting Entity in No. 4 is Subawardee, Enter Name and Address of Prime:

Prime Subawardee
Tier _______ , if known
Congressional District, if known Congressional District, if known

6. Federal Department/Agency: 7. Federal Program Name/Description:

CFDA Number, if applicable ____________________

8. Federal Action Number, if known: 9. Award Amount, if known:

10. Name and Address of Lobby Entity 11. Individuals Performing Services (If individual, last name, first name, MI) (including address if different from No. 10) (last name, first name, MI)
(attach Continuation Sheet(s) if necessary)

12. Amount of Payment (check all that apply) 14. Type of Payment (check all that apply) $ _____________ actual planned a. retainer
b. one -time fee

13. Form of Payment (check all that apply): c. commission a. cash d. contingent fee
b. in -kind; specify: nature _______________ e deferred Value _____________ f. other, specify _________________________

15. Brief Description of Services Performed or to be performed and Date(s) of Service, including officer(s), employee(s), or member(s) contacted, for Payment Indicated in Item 12:
(attach Continuation Sheet(s) if necessary)

16. Continuation Sheet(s) attached: Yes No

17. Information requested through this form is authorized by Title 31 U.S.C. Section 1352. This disclosure of lobbying reliance was placed by the tier above when his transaction was made or entered into. This disclosure is required pursuant to 31 U.S.C. 1352. This information will be reported to Congress
semiannually and will be available for public inspection. Any person who fails to file the required disclosure shall be subject to a civil penalty of not less than $10,000 and not more than $100,000 for each such failure.

Signature: ________________________________ ________
Print Name: ________________________________ _______
Title: ________________________________ ____________
Telephone No.: ____________________ Date:___________
Authorized for Local Reproduction
Federal Use Only: Standard Form - LLL
Standard Form LLL Rev. 04-28-06
Distribution: Orig- Local Agency Project Files
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Local Assistance Procedures Manual EXHBIT 10-Q
Disclosure of Lobbying Activities
INSTRUCTIONS FOR COMPLETING EXHIBIT 10-Q DISCLOSURE OF LOBBYING ACTIVITIES This disclosure form shall be completed by the reporting entity, whether subawardee or prime federal recipient at the initiation or receipt of covered federal action or a material change to previous filing pursuant to title 31 U.S.C. Section 1352.

The filing of a form is required for such payment or agreement to make payment to lobbying entity for influencing or attempting to influence an officer or employee of any agency, a Member of Congress an officer or employee of Congress or an employee of a Member of Congress in connection with a covered federal action. Attach a continuation sheet for additional information if the space on the form is inadequate. Complete all items that apply for both the initial filing and material change report. Refer to the implementing guidance published by the Office of Management and Budget for additional information.

1. Identify the type of covered federal action for which lobbying activity is or has been secured to influence, the outcome of a covered federal action.

2. Identify the status of the covered federal action.

3. Identify the appropriate classification of this report. If this is a follow-up report caused by a material change to the information previously reported, enter the year and quarter in which the change occurred. Enter the date of the last, previously submitted report by this reporting entity for this covered federal action.

4. Enter the full name, address, city, state, and zip code of the reporting entity. Include Congressional District if known. Check the appropriate classification of the reporting entity that designates if it is or expects to be a prime or subaward recipient. Identify the tier of the subawardee, e.g., the first subawardee of the prime is the first tier. Subawards include but are not limited to:
subcontracts, subgrants, and contract awards under grants.

5. If the organization filing the report in Item 4 checks "Subawardee" then enter the full name, address, city, state, and zip code of the prime federal recipient. Include Congressional District, if known.

6. Enter the name of the federal agency making the award or loan commitment. Include at least one organization level below agency name, if known. For example, Department of Transportation, United States Coast Guard.

7. Enter the federal program name or description for the covered federal action (item 1). If known, enter the full Catalog of Federal Domestic Assistance (CFDA) number for grants, cooperative agreements, loans and loan commitments.

8. Enter the most appropriate federal identifying number available for the federal action identification in item 1 (e.g., Request for Proposal (RFP) number, Invitation for Bid (IFB) number, grant announcement number, the contract grant. or loan award number, the application/proposal control number assigned by the federal agency). Include prefixes, e.g., "RFP-DE -90-001."

9. For a covered federal action where there has been an award or loan commitment by the Federal agency, enter the federal amount of the award/loan commitments for the prime entity identified in item 4 or 5.

10. Enter the full name, address, city, state, and zip code of the lobbying entity engaged by the reporting entity identified in Item 4 to influence the covered federal action.

11. Enter the full names of the individual(s) performing services and include full address if different from 10 (a). Enter Last Name, First Name and Middle Initial (Ml).

12. Enter the amount of compensation paid or reasonably expected to be paid by the reporting entity (Item 4) to the lobbying entity (Item 10). Indicate whether the payment has been made (actual) or will be made (planned). Check all boxes that apply. If this is a material change report, enter the cumulative amount of payment made or planned to be made.

13. Check all boxes that apply. If payment is made through an in-kind contribution, specify the nature and value of the in-kind payment.

14. Check all boxes that apply. If other, specify nature.

15. Provide a specific and detailed description of the services that the lobbyist has performed or will be expected to perform and the date(s) of any services rendered. Include all preparatory and related activity not just time spent in actual contact with federal officials. Identify the federal officer(s) or employee(s) contacted or the officer(s) employee(s) or Member(s) of Congress that were contacted.

16. Check whether or not a continuation sheet(s) is attached.

17. The certifying official shall sign and date the form, and print his/her name title and telephone number.

Public reporting burden for this collection of information is estimated to average 30-minutes per response, including time for reviewing instruction, searching existing data sources, gathering and maintaining the data needed, and completing and reviewing the collection of information. Send comments regarding the burden estimate or any other aspect of this collection of information, including suggestions for reducing this burden, to the Office of Management and Budget, Paperwork Reduction Project (0348-0046), Washington, D.C. 20503. SF- LLL-Instructions Rev. 06-04
37 193
Local Assistance Procedures Manual Exhibit 10-O1
Consultant Proposal DBE Commitment
EXHIBIT 10-O1 CONSULTANT PROPOSAL DBE COMMITMENT

1. Local Agency: 2. Contract DBE Goal:

3. Project Description:

4. Project Location:

5. Consultant's Name: 6. Prime Certified DBE: 

7. Description of Work, Service, or Materials
Supplied

8. DBE
Certification
Number
Local Agency to Complete this Section

17. Local Agency Contract Number:

18. Federal-Aid Project Number:

19. Proposed Contract Execution Date:

20. 21. Local Agency Representative's Signature 22. Date

23. Local Agency Representative's Name 24. Phone

25. Local Agency Representative's Title
Consultant’s Rank
ing after Evaluation: __________________________
Local Agency certifies that all DBE certifications are valid and information on this form is complete and accurate.

9. DBE Contact Information

11. TOTAL CLAIMED DBE PARTICIPATION

10. DBE %
%
IMPORTANT: Identify all DBE firms being claimed for credit, regardless of tier. Written confirmation of each listed DBE is required.

12. Preparer's Signature 13. Date

14. Preparer's Name 15. Phone

16. Preparer's Title
DISTRIBUTION: Original – Included with consultant’s proposal to local agency.

ADA Notice: For individuals with sensory disabilities, this document is available in alternate formats. For information call (916) 654-6410 or TDD (916) 654- 3880 or write Records and Forms Management, 1120 N Street, MS-89, Sacramento, CA 95814.

LPP 18-01 Page 1 of 2
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City of Simi Valley
Various
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Local Assistance Procedures Manual Exhibit 10-O1
Consultant Proposal DBE Commitment
INSTRUCTIONS – CONSULTANT PROPOSAL DBE COMMITMENT

CONSULTANT SECTION

1. Local Agency - Enter the name of the local or regional agency that is funding the contract.

2. Contract DBE Goal - Enter the contract DBE goal percentage as it appears on the project advertisement.

3. Project Location - Enter the project location as it appears on the project advertisement.

4. Project Description - Enter the project description as it appears on the project advertisement (Bridge Rehab, Seismic Rehab, Overlay, Widening, etc.).

5. Consultant’s Name - Enter the consultant’s firm name.

6. Prime Certified DBE - Check box if prime contractor is a certified DBE.

7. Description of Work, Services, or Materials Supplied - Enter description of work, services, or materials to be provided. Indicate all work to be performed by DBEs including work performed by the prime consultant’s own forces, if the prime is a DBE. If 100% of the item is not to be performed or furnished by the DBE, describe the exact portion to be performed or furnished by the DBE. See LAPM Chapter 9 to determine how to count the participation of DBE firms.

8. DBE Certification Number - Enter the DBE’s Certification Identification Number. All DBEs must be certified on the date bids are opened.

9. DBE Contact Information - Enter the name, address, and phone number of all DBE subcontracted consultants.

Also, enter the prime consultant’s name and phone number, if the prime is a DBE.

10. DBE % - Percent participation of work to be performed or service provided by a DBE. Include the prime consultant if the prime is a DBE. See LAPM Chapter 9 for how to count full/partial participation.

11. Total Claimed DBE Participation % - Enter the total DBE participation claimed. If the total % claimed is less than item “Contract DBE Goal,” an adequately documented Good Faith Effort (GFE) is required (see Exhibit 15-H DBE Information - Good Faith Efforts of the LAPM).

12. Preparer’s Signature - The person completing the DBE commitment form on behalf of the consultant’s firm must sign their name.

13. Date - Enter the date the DBE commitment form is signed by the consultant’s preparer.

14. Preparer’s Name - Enter the name of the person preparing and signing the consultant’s DBE commitment form.

15. Phone - Enter the area code and phone number of the person signing the consultant’s DBE commitment form.

16. Preparer’s Title - Enter the position/title of the person signing the consultant’s DBE commitment form.

LOCAL AGENCY SECTION

17. Local Agency Contract Number - Enter the Local Agency contract number or identifier.

18. Federal-Aid Project Number - Enter the Federal-Aid Project Number.

19. Proposed Contract Execution Date - Enter the proposed contract execution date.

20. Consultant’s Ranking after Evaluation – Enter consultant’s ranking after all submittals/consultants are evaluated. Use this as a quick comparison for evaluating most qualified consultant.

21. Local Agency Representative’s Signature - The person completing this section of the form for the Local Agency must sign their name to certify that the information in this and the Consultant Section of this form is complete and accurate.

22. Date - Enter the date the DBE commitment form is signed by the Local Agency Representative.

23. Local Agency Representative’s Name - Enter the name of the Local Agency Representative certifying the consultant’s DBE commitment form.

24. Phone - Enter the area code and phone number of the person signing the consultant’s DBE commitment form.

25. Local Agency Representative Title - Enter the position/title of the Local Agency Representative certifying the consultant’s DBE commitment form.

LPP 18-01 Page 2 of 2
January 2019
39 195

APPENDIX C
Cost Proposal Forms
40 196
Cost Proposal
Specific Rate of Compensation for State/Federally Funded Projects Consultant: Contract Amount:

Project No.: Date:

For Combined Rate
Fringe Benefit % = Combined ICR %
For Home Office Rate
= Home Office ICR %
For Field Office Rate
= Field Office ICR %
Fee =
Actual or Avg. % or $
Straight OT (1.5x) OT (2x) Hourly Rate Increase
- -
-
- -
-
- -
-
- -
-
(Add pages as necessary. See Additional Sheet.)
Notes:

Mark-ups are not allowed. The cost proposal format shall not be amended.

Billing Rate = Actual Hourly Rate * (1 + ICR) * (1 + Fee). Indirect cost rates shall be updated on an annual basis in accordance with the consultants annual accounting period and established by a cognizant agency or accepted by Caltrans. All costs must comply with the Federal cost principles for reimbursement.

For named employees and key personnel enter the actual hourly rate. For classification only, enter the Average Hourly Rate for that classification.

For named staff, classification shall also be listed to account for possible staff changes. Contract Manager’s pre-approval is required for addition of staff not previously listed on the cost proposal.

Subconsultants must provide their own cost proposals.

1. 2.

3. 4.

5. Fringe Benefit %
Fringe Benefit %
OR
Hourly Billing Rates Hourly Range
+ General & Administrative %
Name & Job Title / Classification
+ General & Administrative %
+ General & Administrative %
(Classifications Only)
Effective Year of
Hourly Rate

41 - -
II I
II I
II I
II I
II I
II I
197
Cost Proposal
Specific Rate of Compensation for State/Federally Funded Projects Consultant: Contract Amount:

Project No.: Date:

Quantity Unit Unit Cost Total
Notes:

Other:

Vehicle
Other:

Other:

Other:

Mileage Costs
Equipment Rental and Supplies
Schedule of Other Direct Cost Items (Add additional pages as necessary) Subconsultant 2:

Subconsultant 3:

List other direct cost items with estimated costs. These costs should be competitive in their respective industries and supported with appropriate documentation.

Proposed ODC items should be consistently billed regardless of client and contract type.

Items when incurred for the same purpose, in like circumstance, should not be included in any indirect cost pool or in the overhead rate.

Items such as special tooling, will be reimbursed at actual cost with supporting documentation (invoice).

Items listed above that would be considered "tools of the trade" are not reimbursable as other direct cost.

Travel related costs should be pre-approved by the contracting agency and shall not exceed current State Department of Personnel Administration rules.

If mileage is claimed, the rate should be properly supported by the consultant's calculation of their actual costs for company vehicles. In addition, the miles claimed should be supported by mileage logs.

If a consultant proposes rental costs for a vehicle, the company must demonstrate that this is its standard procedure for all of their contracts and that they do not own any vehicles that could be used for the same purpose.

The cost proposal format shall not be amended. All costs must comply with the Federal cost principles.

Subconsultants must provide their own cost proposals.

1. 2.

3. 4.

5. 6.

7. 8.

9. 10.

Description of Item
Permit Fees
Plan Sheets
Test
Subconsultant 1:

Page __ of __
42 198
Cost Proposal
Specific Rate of Compensation for State/Federally Funded Projects Consultant: Contract Amount:

Project No.: Date:

Actual or Avg. % or $
Straight OT (1.5x) OT (2x) Hourly Rate Increase
- -
-
- -
-
- -
-
- -
-
- -
-
- -
-
- -
-
- -
-
- -
-
- -
-
(Add pages as necessary. See Additional Sheet.)
Name & Job Title / Classification Hourly Billing Rates Effective Year of Hourly Rate
Hourly Range
(Classifications Only)
Page _ of __
43 II I I
199
Cost Proposal with Prevailing Wages
Specific Rate of Compensation for State/Federally Funded Projects Page __ of __
Consultant: Prime or Subconsultant Date:

Project No.:

Home Office Personnel: Fringe Benefit % Overhead % Combined % NORMAL + + = 0.00%
OVERTIME + + = 0.00%
Field Office Personnel: Fringe Benefit % Overhead % Combined % NORMAL + + = 0.00%
OVERTIME + + = 0.00%
=
=
=
Non Exempt Employee Loaded Billing Rates
Exempt Employee Loaded Billing Rates
Notes:

Applicable Multiplier Fringe (Field)
General Administration %
General Administration %

0.00%

0.00%
Fee
Applicable Multiplier Delta Base (Field)
Loaded Rate Calculation
A) Straight Time = Actual Hourly Rate * (1 + Field O.H.) * (1 + Fee) + Delta Base * (Applicable Multiplier Delta Base) + Delta Fringe * (Applicable Multiplier Delta Fringe) B) 1.5X or 2.0X Overtime = (Actual Hourly Rate) * (1 + Field O.H.) * (1 + Fee) +.5X or 1.0X (Actual Hourly Rate) + Delta Base * (Applicable Multiplier Delta Base) + Delta Fringe * (Applicable Multiplier Delta Fringe)
C) Straight Time or 1.5X or 2.0X Overtime = Actual Hourly Rate * (1 + Field O.H.) * (1 + Fee) + Delta Base * (Applicable Multiplier Delta Base) + Delta Fringe * (Applicable Multiplier Delta Fringe)
The PW differentials Delta Base and Delta Fringe shown in the formulas above for Loaded Billing Rates are applicable only when performing services covered under DIR determinations.

The PW differentials Delta Base and Delta Fringe shown in the formulas above for Loaded Billing Rates are applicable only when performing services covered under DIR determinations.

1. Prevailing Wages specified are based on current DIR determination. Any future DIR escalation of prevailing wage rates will be reflected in the loaded rates.

2. "NC" denotes No Charge for work more than 8 hours per day and for weekends and holidays for this contract only.

3. The billing rates shown in this cost proposal for field staff entitled for PW rates are calculated with estimated fringe benefits of the staff. The actual billing rates to be used in the invoices will be calculated by using the actual PW fringe benefits of the individual staff in accordance with the certified benefits statement submitted with each invoice.

4. The employees' actual hourly rates shown in this cost proposal are the rates that were effective on xx/xx/xx. Contract Manager's pre-approval is required for addition of staff not previously listed on the cost proposal. The billing rates for these employees, including those that fall under general classifications, will be calculated and reimbursed based on their actual hourly rates on xx/xx/xx. Hourly rates for new employees hired after the date of this cost proposal will not exceed (or shall be in line with) the rates of similar personnel listed on this cost proposal having similar experience.

5. Travel Time Charges: For Managers: On weekdays up to a maximum of 8 hours will be charged for work time, travel time or any combination of travel and work time. Billing Rate = Loaded Rate Formula "C" above. For Exempt staff: During regular work day, actual travel time not to exceed 8 hours in any one day or one way travel will be billed as follow: Billing rate for travel time = Loaded Rate Formula "C" above. All travel time, outside of the regular work day, will be billed without the application of overhead rate as follow: Billing Rate = (Actual Hourly Rate) (1+ Fee) + (Delta Base + Delta Fringe). For Non-Exempt Employees: During regular work day, actual travel time not to exceed 8 hours in any one day or one way travel will be billed at full normal overhead rate (i.e. without the application of the 1.5X or 2.0X multiplier for overtime as follow) 44 I I I I I I I

I I I I I I I
I
I
I
200
Cost Proposal with Prevailing Wages
Specific Rate of Compensation for State/Federally Funded Projects Page __ of __
Consultant: Project No.:

Straight

1.5 OT

2.0 OT
Straight

1.5 OT

2.0 OT
Straight

1.5 OT

2.0 OT
Straight

1.5 OT

2.0 OT
Straight

1.5 OT

2.0 OT
Straight

1.5 OT

2.0 OT
Straight

1.5 OT

2.0 OT
Straight

1.5 OT

2.0 OT
Straight
OT (1.5x)
OT (2x)
Name/Classification
Prevailing Wage work - Exempt or Non-Exempt
Home or Field Office Personnel
Fringe Benefits
Total Base Salary +
Fringe Benefits
Employee Actual Rate
(fringe benefits vary
year over year)
Base Salary
Estimate Fringe
Total = Base +
Fringe
% Escalation Increase
Actual Hourly Rate and/or Average Hourly Rate
Hourly Range for Class
(Add pages as necessary)
DELTA (TOTAL) =
Employee Total Rate - DIR Rate
Applicable DELTA (TOTAL) =
Employee Total - DIR Total
DELTA (BASE) =
Employee Base - DIR Base
Applicable DELTA Base =
DIR Rate - Employee Base Rate
Applicable DELTA FRINGE =

DELTA TOTAL - DELTA BASE
(Employee - DIR)
Loaded Hourly Billing Rates
Effective Year of Hourly Rate
Prevailing Wage Rate
established by State DIR
(only applicable for
prevailing wage work)
Base Salary
45 201
Cost Proposal with Prevailing Wages (EXAMPLE)
Specific Rate of Compensation for State/Federally Funded Projects Page __ of __
Consultant: Prime or Subconsultant:

Project No.: Date:

Home Office Personnel: Fringe Benefit % Overhead % Combined % NORMAL 60.00% + 60.00% + = 180.00%
OVERTIME 60.00% + 60.00% + = 180.00%
Field Office Personnel: Fringe Benefit % Overhead % Combined % NORMAL 50.00% + 50.00% + = 150.00%
OVERTIME 50.00% + 50.00% + = 150.00%
= 6%
= 1.00
= 0.00
Non Exempt Employee Loaded Billing Rates
Exempt Employee Loaded Billing Rates
Notes:

50.00%

XX-XX-XXXX
General Administration %

60.00%

60.00%
General Administration %

5. Travel Time Charges: For Managers: On weekdays up to a maximum of 8 hours will be charged for work time, travel time or any combination of travel and work time. Billing Rate = Loaded Rate Formula "C" above. For Exempt staff: During regular work day, actual travel time not to exceed 8 hours in any one day or one way travel will be billed as follow: Billing rate for travel time = Loaded Rate Formula "C" above. All travel time, outside of the regular work day, will be billed without the application of overhead rate as follow: Billing Rate = (Actual Hourly Rate) (1+ Fee) + (Delta Base + Delta Fringe). For Non-Exempt Employees: During regular work day, actual travel time not to exceed 8 hours in any one day or one way travel will be billed at full normal overhead rate (i.e. without the application of the 1.5X or 2.0X multiplier for overtime as follow) C) Straight Time or 1.5X or 2.0X Overtime = Actual Hourly Rate * (1 + Field O.H.) * (1 + Fee) + Delta Base * (Applicable Multiplier Delta Base) + Delta Fringe * (Applicable Multiplier Delta Fringe)
City of Simi Valley

PW XX-XX
Fee
Loaded Rate Calculation
Prime

50.00%
Applicable Multiplier Delta Base (Field)
Applicable Multiplier Fringe (Field)
A) Straight Time = Actual Hourly Rate * (1 + Field O.H.) * (1 + Fee) + Delta Base * (Applicable Multiplier Delta Base) + Delta Fringe * (Applicable Multiplier Delta Fringe) B) 1.5X or 2.0X Overtime = (Actual Hourly Rate) * (1 + Field O.H.) * (1 + Fee) +.5X or 1.0X (Actual Hourly Rate) + Delta Base * (Applicable Multiplier Delta Base) + Delta Fringe * (Applicable Multiplier Delta Fringe)
The PW differentials Delta Base and Delta Fringe shown in the formulas above for Loaded Billing Rates are applicable only when performing services covered under DIR determinations.

The PW differentials Delta Base and Delta Fringe shown in the formulas above for Loaded Billing Rates are applicable only when performing services covered under DIR determinations.

1. Prevailing Wages specified are based on current DIR determination. Any future DIR escalation of prevailing wage rates will be reflected in the loaded rates.

2. "NC" denotes No Charge for work more than 8 hours per day and for weekends and holidays for this contract only.

3. The billing rates shown in this cost proposal for field staff entitled for PW rates are calculated with estimated fringe benefits of the staff. The actual billing rates to be used in the invoices will be calculated by using the actual PW fringe benefits of the individual staff in accordance with the certified benefits statement submitted with each invoice.

4. The employees' actual hourly rates shown in this cost proposal are the rates that were effective on xx/xx/xx. Contract Manager's pre-approval is required for addition of staff not previously listed on the cost proposal. The billing rates for these employees, including those that fall under general classifications, will be calculated and reimbursed based on their actual hourly rates on xx/xx/xx. Hourly rates for new employees hired after the date of this cost proposal will not exceed (or shall be in line with) the rates of similar personnel listed on this cost proposal having similar experience.
46 I I I I I I I

I I I I I I I
I
I
I
202
Cost Proposal with Prevailing Wages (EXAMPLE)
Specific Rate of Compensation for State/Federally Funded Projects Page __ of __
Consultant: Project No.:
10/01/2023 -
9/30/2024
10/01/2024 -
9/30/2025
10/01/2023 -
9/30/2024
10/01/2024 -
9/30/2025
10/01/2023 -
9/30/2024
10/01/2024 -
9/30/2025
Straight 34.21$ 34.21$ 34.21$ 34.21$

1.5 OT 51.32$ 51.32$ 51.32$ 51.32$

2.0 OT 68.42$ 68.42$ 68.42$ 68.42$

15.41$ 15.41$ 15.41$ 15.41$
Straight 49.62$ 49.62$ 49.62$ 49.62$

1.5 OT 66.73$ 66.73$ 66.73$ 66.73$

2.0 OT 83.83$ 83.83$ 83.83$ 83.83$
Straight 42.17$ 43.44$ 45.00$ 46.35$ 42.17$ 43.44$

1.5 OT 63.26$ 65.16$ 45.00$ 46.35$

2.0 OT 84.34$ 86.88$ 45.00$ 46.35$

11.49$ 11.49$ 11.49$ 11.49$
Straight 53.66$ 54.93$ 56.49$ 57.84$

1.5 OT 74.75$ 76.65$ 56.49$ 57.84$

2.0 OT 95.83$ 98.37$ 56.49$ 57.84$
Straight 4.04$ 5.31$ 6.87$ 8.22$

1.5 OT 8.02$ 9.93$ (10.24)$ (8.88)$

2.0 OT 12.00$ 14.54$ (27.34)$ (25.99)$ Straight - $ - $ - $ - $

1.5 OT 11.94$ 13.85$ (6.32)$ (4.97)$

2.0 OT 15.92$ 18.46$ (23.42)$ (22.07)$ Straight - $ - $ - $ - $

1.5 OT - $ - $ (6.32)$ (4.97)$

2.0 OT - $ - $ (23.42)$ (22.07)$
Straight -$ -$ -$ -$

1.5 OT -$ -$ (3.92)$ (3.92)$

2.0 OT -$ -$ (3.92)$ (3.92)$
Straight 111.75$ 115.12$ 119.25$ 122.83$ 111.75$ 115.12$ OT (1.5x) 132.84$ 136.84$ 125.57$ 127.79$ 132.84$ 136.84$ OT (2x) 153.92$ 158.56$ 142.67$ 144.90$ 153.92$ 158.56$ 3% 3% 3%

42.17$ 43.44$ 45.00$ 46.35$ 42.17$ 43.44$

N/A N/A
Exempt No n-Exempt
Home or Field Office Personnel Field Field Field
Base Salary
Estimate Fringe
Total = Base +
Fringe
Prevailing Wage work - Exempt or Non-Exempt Non-Exempt
% Escalation Increase
Actual Hourly Rate and/or Average Hourly Rate
Hourly Range for Class
DELTA (TOTAL) =
Employee Total Rate - DIR Rate
Applicable DELTA (TOTAL) =
Employee Total - DIR Total
DELTA (BASE) =
Employee Base - DIR Base
Applicable DELTA Base =
DIR Rate - Employee Base Rate
Applicable DELTA FRINGE =

DELTA TOTAL - DELTA BASE
(Employee - DIR)
Loaded Hourly Billing Rates
Effective Dates of Hourly Rate
Prevailing Wage Rate
established by State DIR
(only applicable for
prevailing wage work)
Base Salary
Fringe Benefits
Total Base Salary +
Fringe Benefits
Employee Actual Rate
(fringe benefits vary
year over year)
Prevailing Wage Work Prevailing Wage Work Non-Prevailing Wage Work Name/Classification Inspector I Inspector II Inspector
(Add pages as necessary)
47 203

APPENDIX D
Additional Caltrans LAPM Forms
48 204
Local Assistance Procedures Manual Exhibit 9-F
DBE Running Tally of Payments
(11) Amount Paid to Prime To Date ($)
(14) DBE Cert.

Number
(15) Contract
Type
(16) Date of
Payment
(17) Amount of
This Payment
(18) Amount
Paid To Date
(19) Amount
Committed To
This DBE
Totals $0 $0 $0
EXHIBIT 9-F: DISADVANTAGED BUSINESS ENTERPRISE (DBE) RUNNING TALLY OF PAYMENTS Save this form using the following naming convention, [9 digit Federal Aid number]-[yyyymm]-[ss].xlsx. [yyyymm] is the reporting period. [ss] is two digit sequential numbering, applicable when consultant or contractor has more than one 9-F form to complete per pay period. For example, a valid saved file could read: 1234(567)-202207-01.xlsx. Prime contractors/consultants are required to submit this form no later than the 10th of the following month, after submitting an invoice for reimbursement that includes a payment to a DBE. If no payments have been made, do not submit the form. Email this form to [email protected] with a copy to their local administering agencies. Do not submit this form with the invoice, it will not be processed.
(1) Reporting Period (mm-yyyy) (2) Federal Aid Project Number (3) Caltrans District (4) Local Agency (5) Contract Number (6) Total Contract Award Amount ($) (7) DBE Goal Percentage (%) (8) DBE Committed Percentage (%) (9) Business Name (10) Amount Prime Invoiced This Period ($) (12) Prime Certified DBE? (13) DBE Subcontractor/Subconsultant
Name (20) Comments
List all DBEs regardless of tier, whether or not the firms were originally listed in Exhibit 10-O2 or 15-G as a DBE commitment. If the actual DBE utilization was different than that approved at the time of award, provide comments in box (20). All payments reported, including payments to contractor/consultant, are for the date listed. Select the most appropriate contract type (Agent, Consultant, Joint Venture, Manufacturer, Prime, Regular Dealer, Subcontractor, Truck/Haul, Service Provider) for the DBE from dropdown list.

By executing this 9-F, Contractor/Consultant represents and warrants, under penalty of perjury, that:

Contractor/Consultant contracted with the Disadvantaged Business Enterprise companies (DBEs) as set forth in their awarded bid on Contract number ____________________________ Contractor/Consultant paid the full amounts listed on their 9-F to the DBEs set forth in Contractor’s awarded bid, without reduction or offset. (21) Prime Contractor/Consultant Manager's Name (Print) (22) Business Phone Number (23) Date COPY DISTRIBUTION: Original - Prime Contractor/Consultant, Copy - E-mail: [email protected]; Copy: Local Administering Agency

January 2023
49 205
Local Assistance Procedures Manual Exhibit 10-G
Individual A&E Task Order DBE Tracking Sheet
Exhibit 10-G: INDIVIDUAL A&E TASK ORDER DBE TRACKING SHEET Please fill out form in order

CONSULTANT NAME CONTRACT NUMBER FEDERAL PROJECT NUMBER TASK ORDER NUMBER

ADDRESS

CONSULTANT CONTRACT ADMINISTRATOR NAME PHONE NUMBER E-MAIL PROJECT TITLE:

PROJECT LOCATION:

SCOPE OF WORK
TOTAL MASTER CONTRACT AMOUNT: END OF CONTRACT DATE:

TASK ORDER AMOUNT: TASK ORDER BEGIN DATE: TASK ORDER END DATE:

TOTAL DBE CONTRACT ESTIMATE OF THIS TASK ORDER

CONSULTANT / SUBCONSULTANT DESCRIPTION OF WORK AMOUNT
(NON-DBE)
AMOUNT
(DBE) % OF DBE

SUBTOTAL

TOTAL TASK ORDER AMOUNT
COMMENTS ON DBE UTILIZATION DEFICIENCIES (COMMITTED VERSUS MET) AND PLANS TO MEET COMMITTED PERCENTAGES:
(If percent less than task order DBE goal, briefly state why in 1-2 sentences).

The consultant acknowledges the DBE listed in the DBE Task Order Utilization section above must be used, unless authorized by the Local Agency.

Approved By:

CONSULTANT CONTRACT MANAGERS SIGNATURE DATE LOCAL AGENCY ADMIN SIGNATURE DATE

January 2023
50 I I

0.00%

0.00%

0.00%

0.00%

0.00%

0.00%

0.00%

0.00%

0.00%

0.00%

0.00%
$ 0.00
$ 0.00

0.00%
$ 0.00
206
Local Assistance Procedures Manual Exhibit 10-O2
Consultant Contract DBE Commitment
EXHIBIT 10-O2 CONSULTANT CONTRACT DBE COMMITMENT

1. Local Agency: 2. Contract DBE Goal:

3. Project Description:

4. Project Location:

5. Consultant's Name: 6. Prime Certified DBE:  7. Total Contract Award Amount:

8. Total Dollar Amount for ALL Subconsultants: 9. Total Number of ALL Subconsultants:

10. Description of Work, Service, or Materials
Supplied

11. DBE
Certification
Number

12. DBE Contact Information

13. DBE
Dollar
Amount
Local Agency to Complete this Section

14. TOTAL CLAIMED DBE PARTICIPATION
$20. Local Agency Contract
Number:

21. Federal-Aid Project Number:

22. Contract Execution
Date:

Local Agency certifies that all DBE certifications are valid and information on this form is complete and accurate.

23. Local Agency Representative's Signature 24. Date

25. Local Agency Representative's Name 26. Phone

27. Local Agency Representative's Title
%
IMPORTANT: Identify all DBE firms being claimed for credit, regardless of tier. Written confirmation of each listed DBE is required.

15. Preparer's Signature 16. Date

17. Preparer's Name 18. Phone

19. Preparer's Title
DISTRIBUTION: 1. Original – Local Agency

2. Copy – Caltrans District Local Assistance Engineer (DLAE). Failure to submit to DLAE within 30 days of contract execution may result in de-obligation of federal funds on contract.

ADA Notice: For individuals with sensory disabilities, this document is available in alternate formats. For information call (916) 654- 6410 or TDD (916) 654- 3880 or write Records and Forms Management, 1120 N Street, MS-89, Sacramento, CA 95814.

July 23, 2015
51 On-Call Real Property Services
City of Simi Valley
Various
207
Local Assistance Procedures Manual Exhibit 10-O2
Consultant Contract DBE Commitment
INSTRUCTIONS – CONSULTANT CONTRACT DBE COMMITMENT

CONSULTANT SECTION

1. Local Agency - Enter the name of the local or regional agency that is funding the contract.

2. Contract DBE Goal - Enter the contract DBE goal percentage as it appears on the project advertisement.

3. Project Description - Enter the project description as it appears on the project advertisement (Bridge Rehab, Seismic Rehab, Overlay, Widening, etc).

4. Project Location - Enter the project location as it appears on the project advertisement.

5. Consultant’s Name - Enter the consultant’s firm name.

6. Prime Certified DBE - Check box if prime contractor is a certified DBE.

7. Total Contract Award Amount - Enter the total contract award dollar amount for the prime consultant.

8. Total Dollar Amount for ALL Subconsultants – Enter the total dollar amount for all subcontracted consultants.

SUM = (DBEs + all Non-DBEs). Do not include the prime consultant information in this count.

9. Total number of ALL subconsultants – Enter the total number of all subcontracted consultants. SUM = (DBEs + all Non-DBEs). Do not include the prime consultant information in this count.

10. Description of Work, Services, or Materials Supplied - Enter description of work, services, or materials to be provided. Indicate all work to be performed by DBEs including work performed by the prime consultant’s own forces, if the prime is a DBE. If 100% of the item is not to be performed or furnished by the DBE, describe the exact portion to be performed or furnished by the DBE. See LAPM Chapter 9 to determine how to count the participation of DBE firms.

11. DBE Certification Number - Enter the DBE’s Certification Identification Number. All DBEs must be certified on the date bids are opened.

12. DBE Contact Information - Enter the name, address, and phone number of all DBE subcontracted consultants.

Also, enter the prime consultant’s name and phone number, if the prime is a DBE.

13. DBE Dollar Amount - Enter the subcontracted dollar amount of the work to be performed or service to be provided. Include the prime consultant if the prime is a DBE. See LAPM Chapter 9 for how to count full/partial participation.

14. Total Claimed DBE Participation - $: Enter the total dollar amounts entered in the “DBE Dollar Amount” column. %: Enter the total DBE participation claimed (“Total Participation Dollars Claimed” divided by item “Total Contract Award Amount”). If the total % claimed is less than item “Contract DBE Goal,” an adequately documented Good Faith Effort (GFE) is required (see Exhibit 15-H DBE Information - Good Faith Efforts of the LAPM).

15. Preparer’s Signature - The person completing the DBE commitment form on behalf of the consultant’s firm must sign their name.

16. Date - Enter the date the DBE commitment form is signed by the consultant’s preparer.

17. Preparer’s Name - Enter the name of the person preparing and signing the consultant’s DBE commitment form.

18. Phone - Enter the area code and phone number of the person signing the consultant’s DBE commitment form.

19. Preparer’s Title - Enter the position/title of the person signing the consultant’s DBE commitment form.

LOCAL AGENCY SECTION

20. Local Agency Contract Number - Enter the Local Agency contract number or identifier.

21. Federal-Aid Project Number - Enter the Federal-Aid Project Number.

22. Contract Execution Date - Enter the date the contract was executed.

23. Local Agency Representative’s Signature - The person completing this section of the form for the Local Agency must sign their name to certify that the information in this and the Consultant Section of this form is complete and accurate.

24. Date - Enter the date the DBE commitment form is signed by the Local Agency Representative.

25. Local Agency Representative’s Name - Enter the name of the Local Agency Representative certifying the consultant’s DBE commitment form.

26. Phone - Enter the area code and phone number of the person signing the consultant’s DBE commitment form.

27. Local Agency Representative Title - Enter the position/title of the Local Agency Representative certifying the consultant’s DBE commitment form.

July 23, 2015
52 208
Local Assistance Procedures Manual Exhibit 10-S
Consultant Performance Evaluation
Exhibit 10-S Consultant Performance Evaluation

1. PROJECT DATA 2. CONSULTANT DATA
1a. Project (include title, location, and Activity/CIP No.) 2a. Consultant Name and Address 1b. Brief Description of Project (design, study, etc.) 2b. Consultant's Manager 1c. Budget Cost for Project: $_____________ 2c. Phone:
3a. Department (include section and division) 3b. Agency Project Manager (name & phone) 4a. Contract No.: Termination date: Base Fee: $
Agreement date: Date terminated: Contingency: $
4b. Amendment $ / # $ / #
(Total Value) (Initiated by Agency) (Total Value) (Initiated by Agency) 4c. Change Order $ / # $ / #
(Total Value) (Initiated by Agency) (Total Value) (Initiated by Agency) 4d. Total Fee per Agreement (4a. + 4b. + 4c.) $ Total Fee Paid $ (Do not include Contingency Listed in 4a.)
4e.

Preliminary 30% 70% 90% 100% Final
Per Agreement
Delivery Date
Acceptance Date
4j. Reasons for Change Orders: (Indicate total for each reason) 4g. Notice To Proceed (date) Errors/Omissions $ % of Base Fee Unforeseen Conditions $ % of Base Fee
4h. Number of Days (number) Changed Scope $ % of Base Fee Changed Quantities $ % of Base Fee
4i. Actual Number of Days (number) Program Task Options $ % of Base Fee

5.OVERALL RATING (Complete Section II on reverse, include comments as appropriate.) Outstanding Above
Average Average Below
Average Poor N/A
5a.
5b.
5c.
5d.
6a. Agency Design Team Leader Date:
6b. Agency Project Manager Date:
6c. Agency Public Works Manager Date:
6d. Consultant Representative Date:

6. AUTHORIZING SIGNATURES
4f. Historical Record of Key Submittal Dates (enter date or n/a if not applicable) Type of Services
(Design, study,
etc.)

3. AGENCY DEPARTMENT/SECTION RESPONSIBLE

4. CONTRACT DATA (Engineering Services)
Plans/Specifications accuracy
Consistency with budget
Responsiveness to Agency Staff
Overall Rating
See Reverse Side

LPP 13-01 May 8, 2013
53 0.00%

0.00%

0.00%

0.00%

0.00%
209
Local Assistance Procedures Manual Exhibit 10-S
Consultant Performance Evaluation

PLANS/SPECIFICATIONS

ACCURACY
Outstanding Above
Avg.

Avg. Below
Avg.

Poor N/A Responsiveness
To Staff
Outstanding Above
Avg.

Avg. Below
Avg.

Poor N/A
Plans Specifications
clear and concise
Timely Responses
Plans/Specs
Coordination
Attitude toward Client and
review bodies
Plans/Specs
properly formatted
Follows directions and
Chain of responsibility
Code Requirements
covered
Work product delivered
on time
Adhered to Agency
Standard Drawings/Specs
Timeliness in notifying
Agency of major problems
Drawings reflect
existing conditions
Resolution of field
Problems
As-Built Drawings Consistency with
budget
Quality Design Reasonable Agreement
negotiation
Change Orders due to design
deficiencies are minimized
Adherence to fee schedule
Adherence to project
Budget
Section III EXPLANATIONS AND SUPPLEMENTAL INFORMATION
(Attach additional documentation as needed)
Item __________: _______________________________________________________________________ _______________________________________________________________________ Item __________: _______________________________________________________________________ _______________________________________________________________________ Item __________: _______________________________________________________________________ Item __________: _______________________________________________________________________ _______________________________________________________________________ Item __________: _______________________________________________________________________ _______________________________________________________________________ Item __________: _______________________________________________________________________ _______________________________________________________________________ *Indicates supporting documentation attached.

LPP 13-01 May 8, 2013
54 210
Local Assistance Procedures Manual Exhibit 15-H
Proposer/Contractor Good Faith Effort
EXHIBIT 15-H: PROPOSER/CONTRACTOR GOOD FAITH EFFORTS
Cost Proposal Due Date ___________________ PE/CE
Federal-aid Project No(s). _____________________ Bid Opening Date ___________________ CON The
established a Disadvantaged Business Enterprise (DBE) goal of ___% for this
contract. The information provided herein shows the required good faith efforts to meet or exceed the DBE contract goal.

Proposers or bidders submit the following information to document their good faith efforts within five (5) calendar days from cost proposal du
e date or bid opening. Proposers and bidders are recommended to submit the following information even if the Exhibit 10-O1: Consultant Proposal DBE Commitments or Exhibit 15-G:

Construction Contract DBE Commitment indicate that the proposer or bidder has met the DBE goal. This form protects the proposer’s or bidder’s eligibility for award of the contract if the administering agency determines that the bidder failed to meet the goal for v
arious reasons, e.g., a DBE firm was not certified at bid opening, or the bidder made a mathematical error.

The following items are listed in the Section entitled “Submission of DBE Commitment” of the Special Provisions, please attach additional sheets as needed:

A. The names and dates of each publication in which a request for DBE participation for this
project was placed by the bidder (please attach copies of advertisements or proofs of publication):

Publications Dates of Advertisement
B. The names and dates of written notices sent to certified DBEs soliciting bids for this project and the dates and methods used for following up initial solicitations to determine with certainty whether the DBEs were interested (please attach copies of solicitations, telephone records, fax confirmations, etc.):

Names of DBEs Solicited Date of Initial Solicitation Follow Up Methods and Dates

May 2020
55 211
Local Assistance Procedures Manual Exhibit 15-H
Proposer/Contractor Good Faith Effort
C. The items of work made available to DBE firms including those unbundled contract work items into economically feasible units to facilitate DBE participation. It is the bidder's responsibility to demonstrate that sufficient work to facilitate DBE participation in order to meet or exceed the DBE contract goal.

Items of Proposer or Bidder Breakdown of Amount Percentage Work Normally Performs Item Items ($) Of
(Y/N) Contract
D. The names, addresses and phone numbers of rejected DBE firms, the reasons for the bidder's rejection of the DBEs, the firms selected for that work (please attach copies of quotes from the firms involved), and the price difference for each DBE if the selected firm is not a DBE:

Names, addresses and phone numbers of rejected DBEs and the reasons for the bidder's rejection of the DBEs:

Names, addresses and phone numbers of firms selected for the work above:

E. Efforts (e.g. in advertisements and solicitations) made to assist interested DBEs in obtaining information related to the plans, specifications and requirements for the work which was provided to DBEs:

May 2020
56 212
Local Assistance Procedures Manual Exhibit 15-H
Proposer/Contractor Good Faith Effort
F. Efforts (e.g. in advertisements and solicitations) made to assist interested DBEs in obtaining bonding, lines of credit or insurance, necessary equipment, supplies, materials, or related assistance or services, excluding supplies and equipment the DBE subcontractor purchases or leases from the prime contractor or its affiliate:

G. The names of agencies, organizations or groups contacted to provide assistance in contacting, recruiting and using DBE firms (please attach copies of requests to agencies and any responses received, i.e., lists, Internet page download, etc.):

Name of Agency/Organization Method/Date of Contact Results H. Any additional data to support a demonstration of good faith efforts:

May 2020
57 213
Local Assistance Procedures Manual Exhibit 17-F1 A&E On-Call Final Report-Utilization of Disadvantaged Business Enterprises (DBE) for On-Call Contracts Cert. #

16. TOTAL for Task Orders: $0.00
DISTRIBUTION: Original – Local Agency, Copy – Caltrans District Local Assistance Engineer, include with Final Report of Expenditures.

3. Caltrans District 4. Contract Completion Date1. Local Agency Contract Number

9. Task
Order
Number
$0.00 $0.00

23. Local Agency Representative’s Signature 24. Local Agency Representative’s Name 25. Phone 26. Date

17. ORIGINAL DBE COMMITMENT AMOUNT:

List actual amount paid to all DBEs and non-DBEs for all task orders. If actual DBE utilization percentage (or item of work) was less than that approved at the time of award, provide comments in Explanation Box.

I CERTIFY THAT THE ABOVE INFORMATION IS COMPLETE AND CORRECT

18. Explaination Box:

Estimate from 10-O2.

20. Consultant Representative’s Name 22. Date21. Phone19. Consultant Representative’s Signature

I CERTIFY THAT THE CONTRACTING RECORDS OF THE DBE(S) HAS BEEN MONITORED

13. Contract Payments ($) 14. Date Work
CompletedDBE

2. Local Public Agency
EXHIBIT 17-F1: FINAL REPORT-UTILIZATION OF DISADVANTAGED BUSINESS ENTERPRISES (DBE) FOR A&E ON-CALL CONTRACTS

15. Date of Final
Payment

6. Business Address 7. Orig. Contract Amount ($)5. Consultant 8. Final Contract Amount ($) Non-DBE

10. Federal
Project
Number

12. Task Order Description

11. Task Order DBE Firm
Name

January 2023
58 I I I
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I I I
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I
214
Local Assistance Procedures Manual Exhibit 17-O
Disadvantaged Business Enterprises (DBE) Certification Status Change EXHIBIT 17-O DISADVANTAGED BUSINESS ENTERPRISES (DBE) CERTIFICATION STATUS CHANGE

1. Local Agency Contract Number 2. Federal-Aid Project Number 3. Local Agency 4. Contract Completion Date

5. Contractor/Consultant 6. Business Address 7. Final Contract Amount

8. Contract
Item
Number

9. DBE Contact Information

10. DBE
Certification
Number

11. Amount Paid
While Certified

12. Certification/
Decertification
Date
(Letter Attached)

13. Comments
If there were no changes in the DBE certification of subcontractors/subconsultants, indicate on the form.

I CERTIFY THAT THE ABOVE INFORMATION IS COMPLETE AND CORRECT

14. Contractor/Consultant Representative’s Signature 15. Contractor/Consultant Representative’s Name 16. Phone 17. Date

I CERTIFY THAT THE CONTRACTING RECORDS AND ON-SITE PERFORMANCE OF THE DBE(S) HAS BEEN MONITORED

18. Local Agency Representative’s Signature 19. Local Agency Representative’s Name 20. Phone 21. Date DISTRIBUTION: Original – Local Agency, Copy – Caltrans District Local Assistance Engineer. Include with Final Report of Expenditures ADA NOTICE: For individuals with sensory disabilities, this document is available in alternate formats. For information, call (916) 445-1233, Local Assistance Procedures Manual TTY 711, or write to Records and Forms Management, 1120 N Street, MS-89, Sacramento, CA 95814.

July 23, 2015
59 I I I
I I
I I I
I I I
City of Simi Valley
215
Local Assistance Procedures Manual Exhibit 17-O
Disadvantaged Business Enterprises (DBE) Certification Status Change INSTRUCTIONS –DISADVANTAGED BUSINESS ENTERPRISES (DBE)

CERTIFICATION STATUS CHANGE

1. Local Agency Contract Number - Enter the Local Agency contract number or identifier.

2. Federal-Aid Project Number - Enter the Federal-Aid Project Number.

3. Local Agency - Enter the name of the local or regional agency that is funding the contract.

4. Contract Completion Date - Enter the date the contract was completed.

5. Contractor/Consultant - Enter the contractor/consultant’s firm name.

6. Business Address - Enter the contractor/consultant’s business address.

7. Final Contract Amount - Enter the total final amount for the contract.

8. Contract Item Number - Enter contract item for work, services, or materials supplied provided. Not applicable for consultant contracts.

9. DBE Contact Information - Enter the name, address, and phone number of all DBE subcontracted contractors/consultants.

10. DBE Certification Number - Enter the DBE’s Certification Identification Number.

11. Amount Paid While Certified - Enter the actual dollar value of the work performed by those subcontractors/subconsultants during the time period they are certified as a DBE.

12. Certification/Decertification Date (Letter Attached) - Enter either the date of the Decertification Letter sent out by the Office of Business and Economic Opportunity (OBEO) or the date of the Certification Certificate mailed out by OBEO.

13. Comments - If needed, provide any additional information in this section regarding any of the above certification status changes.

14. Contractor/Consultant Representative’s Signature - The person completing the form on behalf of the contractor/consultant’s firm must sign their name.

15. Contractor/Consultant Representative’s Name - Enter the name of the person preparing and signing the form.

16. Phone - Enter the area code and telephone number of the person signing the form.

17. Date - Enter the date the form is signed by the contractor’s preparer.

18. Local Agency Representative’s Signature - A Local Agency Representative must sign their name to certify
that the contracting records and on-site performance of the DBE(s) has been monitored.

19. Local Agency Representative’s Name - Enter the name of the Local Agency Representative signing the form.

20. Phone - Enter the area code and telephone number of the person signing the form.

21. Date - Enter the date the form is signed by the Local Agency Representative.

July 23, 2015
60 216
Epic Land Solutions, Inc.

Technical Proposal Response to
City of Simi Valley for
On-Call Real Property Services
(RFQ No. PW 24-11)
EPIC

A CL S CO MP AN Y
Submitted on January 9, 2025
Corporate Headquarters · 1971 W. 190th Street · Suite 200 · Torrance, CA 90504

EXHIBIT D
217
Epic Land Solutions, Inc. I Technical Proposal Response City of �imi Valley - On·C<'lll Re<'ll Property Services (RrO No. PW 24-11)

TABLE OF CONTENTS
Request for Proposal Acknowledgement Form ............................ 2 Request for Qualifications - Application Form .............................. 3 Cover Letter ....................................................................................... 4 Section 1 - Introduction ................................................................... 5 Section 2 - Methodology ................................................................. 7 Section 3 - Project Management. .................................................. 11 Section 4 - Key Personnel & Subcontractors ............................... 13 Section 5 - Qualifications and References ................................... 20 Section 6 - Conflict of Interest ....................................................... 25 Section 7 - Forms ............................................................................ 25 Contract Exceptions ....................................................................... 26 APPENDIX A Required Forms ........................................................... .

APPENDIX B Key Staff Resumes ...................................................... ..

Creating Land Solutions for the Public Good I Page 1 of 26 218

CITY OF SIMI VALLEY
RFQ NO. PW 24-0SR

SUBMIT WITH PROPOSAL
REQUEST FOR QUALi FiCA TIONS ACKNOWLEDGEMENT FORM
PROPOSALS ARE DUE: NO LATER THAN 3:30 P.M. ON JANUARY 9, 2025.

The City of Simi Valley is seeking proposals from qualified firms to provide On-Call Real Property Services for public works projects, RFQ NO. PW 24-11.

1. Submit three original Technical Qualifications Proposals and one Cost Proposal in separate sealed envelopes to:

Fuad Shamout, Principal Engineer/Capital Projects
Department of Public Works
2929 Tapo Canyon Road
Simi Valley, CA 93063
[email protected]
(805) 583-6788

2. Proposer must honor proposal prices for 90 days.

3. Proposals must include this Proposal form and be signed by the vendor's authorized representative.

4. Award of a contract, if any, will be made by the City Council based upon the criteria set forth in this Request for Qualifications and will be made based upon the best qualified Proposer rather than lowest price.

PROPOSER TO READ
I have, read, understood, and agree to the terms and conditions on all pages of this Request for Qualifications. The undersigned agrees to furnish the commodity or service stipulateq on this Proposal as 7.f1pd above.
-/)tlMAz.} � _E.,_pi_c _La_n _d _S_ol_ut_io_n....;.s,_ln_c_. ______ _ Signature Company
Kar en Starr 1971 W. 190th St, Ste 200, Torran ce, CA 90504 Name (Print) Address
Senior Vice f:>resident (310) 626-4848
Title of Person Signing Proposal Company Phone No.
219

REQUEST FOR QUALIFICATIONS

APPLICATION FORM
Legal Contractual Name of Company: _E_p _ic_La_n_d_S _ol _u _tio_n_s _,_ln_c_. __________ _ Corporate Mailing Address: 1971 W. 19oth Street, Su ite 200 City, State and Zip Code: _T_o _rr_a _n _ce_,_C_A_9 _0_50_4 ________________ _ Fax: (310) 891-3348Phone Number: (310) 626-4848
Company Website: epicland·com-------------------------- Cont a ct Person for Proposal: _D_a_r _cy_M_e_n _do_z_a _________________ _ Title: Regional Manager (Adviso ry Manager)
E-Mail Address: [email protected]
Phone: (951)321-4748
Fax: N/A -----------
Do you have a City of Simi Valley Business License?
D YES - License Number: _______ _ Exp.: ____ _
ii NO - A City of Simi Valley Business License must be obtained upon award of contract.

Is your business: (check one)

D NON-PROFIT CORPORATION
Is your business: (check one)
■ CORPORATION
□ INDIVIDUAL

D PARTNERSHIP
D OTHER: ________ _
State of Incorporation: _C _a _li _fo_rn_i_a ____ _
DIR Registration No.: 1000054135
■ FOR PROFIT CORPORATION
□ LIMITED LIABILITY PARTNERSHIP
□ SOLE PROPRIETORSHIP
□ UNINCORPORATED ASSOCIATION
Federal Tax ID No.: 954813025 ----------
Optional: Two (2) individuals who will sign the contract if selected.

Name: Karen Starr
Email: [email protected]
Name: ____________ _
Title: Senior Vice President
Title: ------------
Email: __________________ _
32 220
,, EPIC

A CLS CO M PANY
January 9, 2024
Fuad Shamout, Principal Engineer/Capital Projects
City of Simi Valley, Department of Public Works
2929 Tapo Canyon Road
Simi Valley, CA 93063
[email protected] I (805) 583-6788
Epic Land Solutions, Inc.

Corporate Headquarters
1971 W. 190th Street, Suite 200
Torrance, CA 90504
(310) 626-4848
ep1cland.com
RE: TECHNICAL PROPOSAL RESPONSE TO RFQ NO. PW 24-11 FOR

ON-CALL REAL PROPERTY SERVICES
Dear Fuad Shamout,
Epic Land Solutions, Inc. (EPIC) is excited at the opportunity to provide On-Call Real Property Services to the City of Simi Valley. As demonstrated throughout this proposal, we are confident in our team's qualifications and on-call contract history to help you realize your project goals effectively.

EXPER IENCED ON - CAL L P ROV I DER: Many EPIC contracts are on-call contracts, including contracts directly with municipalities and public agencies. Our dedicated right of way professional team brings extensive understanding of the fluctuating needs of an on-call contract. Relevant municipal clients for which EPIC has provided similar on-call services include the Cities of Los Angeles, Inglewood, Glendora, Anaheim, Irvine, Fullerton, Pasadena, Santa Ana, and Riverside.

I N - DEPTH U ND ER S T AND I NG OF CAL TRANS ROW MAN UAL: EPIC has written and reviewed ROW acquisition regulations for multiple, demonstrating our comprehensive understanding of these regulations. In addition, our proposed Senior Project Manager, Robert Enriquez, has over 33 years of experience having worked directly at Caltrans where he reviewed numerous ROW Certification packages, allowing him to understand Caltrans expectations and project nuances that may impact approval progress unlike others.

DE TA I LED QA/Q C & DOC UM ENT AT ION PROCES SES : EPIC has a three-tiered approach and multiple safeguards, such as cloud-based file storing with SharePoint, in place to ensure acquisition and appraisal documentation is thoroughly reviewed by various levels of staff and stored in an organized manner. This can reduce project schedule delays by optimizing access to files and the quality of the files themselves.

This proposal shall remain firm for 90 days after the submitting date. EPIC acknowledges that no official addenda were issued in relation to this RFP, but can confirm receipt to our Inquiries request, provided by Lauren Lien on 12/26/2024.

Sincerely,
Epic Land Solutions, Inc.
-;)�_}t;u
Karen Starr
Senior Vice President/Authorized Signatory
[email protected] I (951) 227-0086
� ' �"'------
0 arc y Mendoza, SR/WA
Advisory Manager
[email protected] I (951) 321-4748
Creating Land Solutions for the Public Good I Page 4 of 26 221
Epic Land Solutions, Inc. I Technical Proposal Ro:iponso City ol Simi Valley - On-Call Real Property Services (�rU Nu. f'W L4-11) Section 1 - Introduction
Epic Land Solutions, Inc. (EPIC) is a full-service right of way and real property consulting firm, founded in 2000 as a California Corporation (C Corporation) with the mission to create land solutions for the public good. For over 24 years, EPIC has performed right of way acquisition services for public agencies, utilities, design engineers, and environmental companies throughout California. With over 60 professionals employed firm-wide, EPIC is a leading provider of right of way acquisition and appraisal services throughout California. EPIC has worked with numerous municipalities to complete their right of way acquisition needs for capital improvement projects, including providing similar on-call real property services for the Cities of Los Angeles, Inglewood, Glendora, Anaheim, Irvine, Fullerton, Pasadena, Santa Ana, and Riverside. Our firm has also regularly coordinated with various Cal trans Districts for their involvement in municipal public infrastructure improvement projects, including Districts 7, 8, 11, and 12.

EPIC BY THE NUMBERS
24+
Years of ROW
Acquisition &
Re location Experience
23 Caltrans-Certified Local
Agency Projects, Last 5
Years
50+
CA Municipalities
Contracted with EPIC
for ROW Services

GENERAL LIST OF SERVICES OFFERED
10 CA ROW, Appraisal, &
GIS Experts
In-House at EPIC
RIGHT OF W AY PLAN NI NG ROW Impact Analysis, Routing/Siting Studies, Feasibility Studies, ROW Cost Estimating/Programming, Relocation Im pact Documents, Environmental Documentation Support, and Right of Way Data Sheets
APP RA ISAL: Real Property Appraisal, Review Appraisal, Market Rent Study, Specialty Appraisal Coordination, Expert Witness
PR OP ERTY RIGHTS AC QU I SI Tl ON�: Early/Advanced Acquisition, Stakeholder Coordination, Real Estate Acquisition Management Plan (RAMP), Right of Entry Agreement, Title Examination & Clearance, Owner Negotiation, Escrow Coordination, Condemnation Support, State & Federal ROW Certification

EX CE 5 S LAND S ALES· Marketing & Public Auction, Request for Offer (RFO) Preparation, Liability Mitigation, Legal Notice, Interim Property Management, Escrow Coordination, and Remittance RE LOCA TION AD VISORY SERVI CES: Relocation Plan, Occupied Residential Rehabilitation, Permanent Relocation Assistance, Temporary Relocation Assistance, Residential & Non-Residential (Business) Relocation Assistance
A$ SET & PR OPERT Y MAN AG E MEN T. Interim & Long-Term Property Management, Lease & License Agreements, Coordination of Hazardous Materials Testing & Removal, Coordination of Demolition & Clearance, Encroachment Mitigation & Removal, Coordination of Property Security & Maintenance UT I LIT Y COOR DIN AT ION Utility Research, Coordination of Positive Utility Identification ("Potholing"), Utility Relocation Coordination, and Master License Agreements EPIC Creating land Solulions for the Public Good I Page 5 of 26 222
Epic Land Solutlone, Inc. I Tcchnlcol Proposal Responso City ot Simi Valley -On-Call Real Property Services (RFU No. PW l4-1 l)

SUBCONSULTANT SUPPORT
To provide the City with comprehensive coverage for any valuation needs, EPIC is including CBRE, Inc. as a subconsultant to provide appraisal and appraisal review services as needed, in addition to our in-house capabilities.
, CBRE
I
CBRE, Inc. is the largest commercial real estate services and investment firm in the world, with the #1 global market position in leasing, property sales, outsourcing, property management and valuation. CBRE is also the largest commercial property developer in the United States and has nearly $1498 of Assets Under Management within our Global Investors business. Their more than 115,000 employees serve clients in over 100 countries, including over 95% of the Fortune 100. CBRE is based in Dallas, Texas and operates more than 450 offices worldwide and has clients in more than 100 countries. CBRE's Valuation and Services Advisory Group (VAS) represents the largest appraisal firm in the world with more than 1,900 valuation professionals, completing in excess of 470,000 real estate valuation and advisory assignments each year.

CBRE has a proven track record of providing valuation and advisory services for state, regional, and local governmental entrties including counties, cities and other municipalities. CBRE's extensive experience combined with their depth and breadth of staffing differentiates our firm from others in the market. The CBRE VAS Southern California team consists of 11 appraisers that specialize in serving /'he need of public agencies, right of way firms and the legal profession. They are experienced in the appraisal of various property types and have a combined experience of over 265 years in condemnation/eminent domain­ related projects. Being part of the CBRE network allows their team of appraisers to leverage from the resources associated with the greater CBRE organization.

The key personnel proposed to provide appraisal review services for the City of Simi Valley (City) specialize in the Southern California region. Their team's primary service area is Southern California, including Los Angeles, Ventura, Santa Barbara, San Luis Obispo, Orange, San Bernardino, Riverside, San Diego, and Imperial counties; other offices of CBRE, Inc. allow them to provide full coverage throughout the State of California. The appraisal services offered include completing appraisals, appraisal reviews, and market analyses for road and highway projects, water fine properties, flood control channels, reservoirs, waterfront properties, and other projects which involve the acquisition or disposition of real property. In connection with these projects, CBRE professionals have also served as expert witnesses in county, state and federal courts, including in the Ventura County Superior Court. The CBRE VAS Southern California Right of Way team is experienced in preparing appraisal reports and appraisal reviews for public agencies, right-of-way projects (eminent domain) and for lltlgation support. Our client base is focused on serving public agencies, right of way firms, and the legal profession.

EPIC Creating Land Solutions for the Public Good I Page 6 of 26 223
Epic Land Solutlons, Inc. I Technical Proposal Response City of !;iml Valley - On-Call Real Property !;ervlces (RFQ No, PW 24-11) Section 2 - Methodology

PROJECT MANAGEMENT
EPIC will work closely with SBCTA staff and its agents (contractors for example) to review project assignments, schedule and establish clear lines of communication, procedures, and protocols to keep the team on track to reach goals and milestones, including but not limited to, attendance at kickoff and project progress meetings. Status update reports will be provided for the ROW tasks that include property owner(s) and/or tenant contact information, status of notifying and anticipated acquisition date.

Professional ROW services performed by EPIC will comply with prevailing local, state, and federal policies, procedures and regulations, where applicable, including but not limited to, the California Government Code Title 1, Chapter 16, Section 7260-7277 (Relocation Assistance Law), California Code of Regulations Title 25, Dlvlsion 1, Chapter 6 (California Relocation Assistance and Real Property Acquisition Guidelines), California Department of Transportation Loeol Assistance Procedural Manual (LAPM), California Department of Transportation Right of Way Manual (ROW), Uniform Standards of Professional Appraisal Practices (USPAP), Code of Federal Regulations Titles 23 and 49 and the federal Uniform Relocation Assistance and Real Property Acquisition Act of 1970, as amended (URA).

Potential Deliverables: Attendance at project meetings held by SBCTA, Consultants, or other Project Stakeholders I Monthly time and expense invoices I Status Reports

PRE-DESIGN RIGHT OF WAY CONSULTATION
EPIC is highly familiar with performing right of way services prior to official project design, providing services such as prfor rights determination, existing condition assessments, rfght of way impact assessments, and conceptual or detailed cost estimation of right of way impacts on a project. This information can be provided to the City in your preferred format or in our standard Excel or Word document report format for multiple project alternatives as determined needed. Our team has specialists experienced in researching and assessing a wide variety of records and determining potential challenges promptly and effectively ahead of official design. For any of these services, EPIC will work with the City and their de.sign team to evaluate the conceptual designs for alternatives and determine possible right of way and easement acquisition requirements based on the information provided. Property rights requirements may include a combination of permitted rights, permanent acquisitions, and/or temporary construction easements (TCEs) from the same underlying property owner.

Potential Deliverables: Cost Estimate Worksheet I Impact Summary Report I Excel of Preliminary Impact Assessment I Property Impact Statement Memorandums

TITLE EXAMINATION
EPIC will perform a desk review of title reports and survey exhibits, including, but not limited to, ROW maps, deeds, legal descriptions and plat maps prepared by the City (If available), to research and verify real property ownership and identify any encumbrances. EPIC will assist in clearlng encumbrances to convey trtle prior to closing. If needed, EPIC can coordinate With an outside title company for an additional fee.

Potential Deliverables: Reviewed Preliminary Title Reports (PTRs) EPIC Creating Land Solutions for the Public Good j Page 7 of 26 224
Epic Land Solutlons, Inc. I Technical Proposal Response Uly ur �11111 Vctllt:!y - 011-C.ctll Real rroperty 5ervices (RrQ No. rW 24• I 1)

REAL ESTATE APPRAISAL & APPRAISAL REVIEW
A qualified, licensed real estate appraiser employed or subcontracted by EPIC will provide an estimation of fair market value for the proposed acquisition parcels in the form of six (6) appraisal reports. Appraisal reports will conform to the Uniform Standards of Professional Appraisal Practice (USPAP), the Appraisal lnstitute's Code of Ethics, and federal policies and regulations, where applicable. To initiate the task, the appraiser will coordinate and attend a pre-appraisal meeting with the COUNTY to outline the scope of work needed. The appraiser will draft and send a Notice of Decision to Appraise (NDA) letter inviting each property owner to accompany the appraiser to an Inspection of the subject property in accordance with California Eminent Domain Law. The property inspection will involve the following, but not limited to, photographs of the subject property and vicinity, visual inspection of the subject property and surrounding area to identify property attributes, structures, utilities, topography, drainage, external site influences, traffic patterns and surrounding uses, access, frontage, visibility, and quantity, quality and condition of improvements. Following the inspection, the appraiser w111 research and analyze recent market data relevant to the property type and investigate public records for the property's zoning, entitlement status, general plan and flood hazard area classification, as well as the property tax assessor's records for attributes of the pfoperty and project details and mapping, if applicable. Once, these identifications are made, the Highest and Best Use conclusion is formed and data can be gathered to apply the appropriate approach to value. These three approaches are the Sales Comparison, Cost, and Income Approach. The final step is reconciliation of the various indications of value into a single estimate. Should federal funding be involved on a project, a licensed and qualified review appraiser employed or subcontracted by EPIC will provide Independent Desk Review of the appraisal reports, in accordance with federal aid requirements defined by the Caltrans Local Agency Procedures Manual (LAPM) and Caltrans Right of Way Manual. The Review Appraiser will verify the appraisal report's conformance with the Uniform Standards of Professional Appraisal Practice (USP AP), the Appraisal lnstitute's Code of Ethics, and federal pollcles and regulations, where applicable. Upon completion of both the appraisal report and review appraisal, the documents will be provided to the Agency for approval of Amount of Just Compensation.

Potential Deliverables: Coordination and attendance at pre-appraisal meeting with City, as needed I Notice of Decision to Appraiser (NoDA) letter I Appraisal Report(s) I Review Certificates for Appraisal Review

OFFER PACKAGES & A CQUISITION NEGOTIATIONS
EPIC will negotiate with grantors for the purchase of property rights in good faith. Upon initiating the negotiation process, EPIC's agents will establish a positive rapport, trust, and a reliable working relationship with the grantors to create an atmosphere in which successful negotiations can be conducted. The grantors will be given a detailed explanation of the property interests being acquired, the proposed design and construction details as it affects the subject property. EPIC will assign an agent to be the primary point of contact for each grantor. EPIC will explain the appraisal valuation, acquisition process and some of the construction aspects (schedule, phasing, mobilization). EPIC will review all project files for quality assurance to make sure all acquisition files adhere to all local, state, and federal laws and regulations, as well as complying with federal Uniform Relocation Assistance and Real Property Acquisition Policies Act of 1970, as amended (URA) requirements. Specifically, EPIC will:
• Prepare purchase documents like the Offer Letter, PSA, Joint Escrow Instructions and deed • Present purchase documents to owner or their representative in writing • Negotiate in good faith and follow-up with property owner, as necessary • Prepare and assemble acquisition PSAs, deeds and related acquisition document& required for the acquisition of all necessary property interests
EPIC Creating Land Solutions for the Public Good I Page 8 of 26 225
Epic Land Solutions, Inc. I Technical Proposal Response C:ity of Simi Valley - (.)n-Coll l{tMI r'IU(Jt::,lly St!rVILt::,� (kf-O Nu. r·w 24-'l 'I) • Provide necessary documents and diary logs for litigation support in the event negotiations reach an impasse
• Transmit acquisition documents after escrow closes to the CITY Potential Deliverables: Offer Packages & Acquisition Offer Documents I Acquisition Documents including Appraisal Report containing amount of Just Compensation I Administration Settlement Memorandums (where applicable) I Impasse Letters and other required condemnation support documents (where applicable)

ESCROW COORDINATION
Once EPIC has obtained a fully executed PSA and deed, escrow will open with the Placer Title Company.

EPIC will oversee escrow instructions and will deliver to the COUNTY for approval. EPIC will coordinate payment between the granter, client, and the Escrow Company. EPIC will obtain signatures on all necessary documentation such as the PSA, permanent easement deed and temporary construction easement deeds to convey interests and rights.

Potential Deliverables: Escrow Documents including Escrow Instructions and Escrow Closing Schedule I Final Title Insurance Policy

CALTRANS RIGHT OF WAY CERTIFICATION
Right of way certrfication documents demonstrate that the real property interests have been secured and that all right of way activities were conducted In accordance with the applicable policies and procedures.

EPIC can support obtaining Caltrans Level 1 or Level 2 Certification for the City on its projects, the preferred documentation for all Caltrans oversight projects. A Level 1 Certification requires completion of all acquisition, relocation, and utility relocation activities and a final order of condemnation. Level 2 Certification allows projects with condemnation parcels to progress with an Order of Possession. The submittal package to the City (and in turn Caltrans) will include the certification form and compilation of the necessary backup documents including deeds, resolutions of necessity, and final orders of condemnation, access agreements, cooperative agreements, utility relocation agreements and permits, among other documents. EPIC understands Caltrans rules thoroughly and will supply accurate information for certification of right of way at project closeout.

Potential Deliverables: Caltrans ROW Certification forms document packet review EPIC Creating Land Solutions for the Public Good I Page 9 of 26 226
Epic Land Solutions, Inc. I Technlcal Proposal Response City of Simi Valley - On-Call Real Property Services (RI-U Nu. l"W .!4-11)

COORDINATING WITH OVERSIGHT AGENCIES
EPIC has coordinated with all potential oversight stakeholder agencies anticipated for this on-call contract, including the California Department ofTransportation (Caltrans) and Federal Highway Administration (FHWA). In addition to EPIC's history of regular coordination with Caltrans Districts 7, 8, 11, and 12, EPIC's in-house staff includes Senior Project Manager, Robert Enriquez, who has a career history of over 33 years directly at Caltrans overseeing right of way consultants and reviewing/approving numerous Caltrans Right of Way Certification packages. This extensive history of experience grants our acquisition, and in turn relocation, teams w1th a pillar of guidance in addition to their own years of experience providing services and compiling documentation for Cal trans Right of Way Certification on more than 20 different projects in the last few years. Right of Way Certification documents demonstrate that real property interests have been secured and that all right of way activities were conducted in accordance with the applicable policies and procedures.

Our experience extends to FHWA, where we have successfully maintained federal funding on numerous FHWA oversight projects through detailed and accurate records. These efforts have ensured that our clients protect the public's investment and preserve their project's federal funding. We are familiar wlth maintaining FHWA standards throughout the entire life cycle of a project, from early acquisition through to interim property management, ensuring every phase maintains detailed and organized documentation on every impacted property owner, resident, and business owner. We have regularly prepared Real Estate Acquisition Management Plans and Relocation Plans for major public infrastructure projects, with an in-house GIS department track record of in-depth documentation with minimal revisions for these crucial project initiation documents. Additionally, through our past coordination with FHWA, considerations for task order projects may be the use of Acquisition Incentive Payments. Incentive Payments are payments to property owners that exceed that Just Compensation offer provided by the Uniform Act. The use of Incentive Payments can be an effective way to obtain early settlements on acquisition offers. Incentives can also minimize litigation and reduce other associated costs, For example, offering an incentive for people to settle early can cut project completion time. EPIC will work with the City to discuss utilizing this FHWA-approved strategy as allowable by the funding source per task order. A potential schedule limitation to this approach is that the payment is a stand1ng offer for no less than the time period established and approved by the funding source. The authority for the FHWA to participate in incentive payments is found in 23 CFR 710.203(b)(2)(ii). The regulation allows Federal participation in relocation assistance and payments provided under the law of the State that may exceed the requirements of 49 CFR Part 24.

The most vital consideration for working with all of these oversight agencies is early engagement. Our decades of experience has informed our processes with these agencies and that engagement with them for the project as soon as possible is vital to ensure successful progression through project milestones and reductions of possible delays. Our teams are highly skilled at maintaining frequent and regular communication to ensure that all parties involved remain on the same page and any challenges are acknowledged and addressed as promptly as possible.
,
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Epic Land Solutions, Inc. I Technical Proposal Response City of Simi Valley - On-Call Real Property Services (RFQ No. PW 24-11) Section 3 - Project Management
This contract will be fully managed by Senior Project Manager, Robert Enriquez, with support as needed from his Advisory Manager, Darcy Mendoza, who he also reports directly to internally at EPIC. Darcy will serve as the City's initial point of contact during the proposal phase, while Robert will manage task orders once the on-call contract is finalized. Any need for our subconsultant, CBRE, will be determined by Robert and requested accordingly to provide real estate appraisal or real estate appraisal review services. The organization chart on the following page further demonstrates this structure, illustrating Robert's team of agents, internal appraisal resources, and EPIC's additional service capacities to provide GIS and Utility Coordination services as needed by the City.

EPIC MANAGEMENT STRATEGIES
•
For smaller projects, EPIC prioritizes budget considerations for project management by ensuring hours are allocated majorly to boots-on-the-ground right of way agents. While Project Managers are still involved, they allow their teams to focus their time when it's needed for the project and the budget.

EPIC Project Managers review projects thoroughly at Notice to Proceed and back into an appropriate schedule with our client's goal date in mind. With extensive experience managing numerous acquisition files that have been approved by Ca/trans for certification, EPIC Project Managers understand how vital hitting milestones on projects can be.

Often serving as a subconsultant, EPIC Project Managers understand the nuances of keeping all involved parties "in-the-know". Status updates are often held as quick phone calls or more formal virtual or in-person meetings to discuss project developments as soon as they happen, not delaying progress.

PROTECTING YOUR SCHEDULE WITH EPIC APPROACH

TO COMMUNICATION
Through our developed relationship with various cities, we understand that projects may not always progress according to plan or that adjustments must be made. We will maintain frequent and consistent communication with the City so that your teams may turn to us as a reliable project partner for your capital improvement goals. Some strategies we have for successful communication include:
'[) Reliably consistent check-ins with City staff and "on-call" availability to technical resources via phone/e-mail ftlll Early project coordination to define project specifics and City goals !ill Regular progress reports sent to City to detail negotiation progress � Prompt response to project concerns or questions posed by City EPIC Creating Land Solutions for the Public Good I Page 11 of 26 228
Epic Land Solutions, Inc. I Technical Proposal Response City of Simi Valley - On-Call Real Property Services (RFQ No. PW 24-11)

QUALITY CONTROLS & INTERNAL AUDITS
All EPIC projects are guided by quality management procedures and guidelines ("QA/QC Plan") that have been developed, tested, and proven through our 24 years delivering right of way acquisition and relocation projects for public agencies. QA/QC procedures guide our team structure, staff role and responsibilities, document controls, management requirements, and high-level of service for our clients.

EPIC's QA/QC procedures rely on a three-tiered approach that engage all levels of staff in procedures and tools to safeguard quality deliverables for the City:

Document
controls & file
structure
Who? All Project Staff
2 QA/QC
Checklists &
Peer Review
Who? Agents & Senior
Agents with Project
Managers sign off
3 Tier 1: Document Control, Versioning, and Redundancy
Spot Check
Files & Project
Reporting
Who? ProJeCt
Managers & T N:hnicat
Leads
Full Staff Engagement: All levels of staff engage in document control by utilizing EPIC's SharePoint, a Microsoft file management platform and collaboration tool. SharePoint automatically supports error-free versioning control, real-time collaboration, file organization, and modification change tracking. Each change to any project document is tracked and can be rolled back, if necessary. EPIC even employs dedicated IT staff that develop and maintain the Share Point system.

Document Availability and Retention: All personnel working on the assignment have access to the SharePoint filing system, which is accessed only with a unique log-in username and password. Share Point file storage allows for controlled access requirements, selective editing abilities, and document version tracking. SharePoint is stored on Microsoft's enterprise cloud platform which guarantees near 100% up-time and built-in redundancy. All records are maintained by EPIC for a statutorily required 7-year period.

Tier 2: QA/QC Checklists & Peer Review
QA/QC Compliance Checklists: Utilized for distinct right of way milestones and deliverables (i.e.

Appraisal QC, Offer Package QC, Deed File QC, Relocation Assistance QC}, checklists verify file details and documents issues/ resolutions and ensure project documentation contains consistent and accurate information. Each checklist requires approval signatures from the Preparer, Independent Reviewer, and the Project Manager.

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Epic Land Solutions, Inc. I Technical Proposal Response City ot Simi Valley - On-Call Real Property Services (RFQ No. PW 24-11) .. ••• ....

Peer Review of Project Documentation: All documents prepared by EPIC will be reviewed by at least one other experienced agent and signed off by the Project Manager before submission to the City. The application of EPIC's dual quality reviews process is a key component in upholding EPIC's reputation for high-quality deliverables. A final review of the document is conducted by the Project Manager prior to delivery. Each file will have a review checklist attached to the file prior to close-out.

Tier 3: Spot Check Files & Project Reporting
(l
Spot Checking: Acquisition and relocation files are randomly spot-checked at various '-'
milestones throughout the project to verify that all documents are uploaded and maintained into electronic and hard files. Project Managers or their designated staff can perform the spot check QA/QC. Diary logs are reviewed regularly to ensure that communications are being tracked on a "real time" basis.

Reporting: The EPIC Project Manager will review all project reports and electronic access to EPIC's progress can be provided to the City for real-time visibility into project progress.

Section 4 - Key Personnel & Subcontractors
CITY OF SIMI VAi.i F.Y

PROJECT MANAGER
Robert Enriquez
JJ + Years al Ca/trans

ACQUISITION
Maria Sauza, Broker
Sr. Acquisition Agent
Christine Wasfi
Ac uisilionA enr
Vivian Lanz.Orellana
Project Coordinator
EPIC

ADVISORY MANAGER
a Darcy Mendoza,
SR/WA. R/W-NAC -

APPRAISAL &

APPRAISAL REVIEW
Kent Carpenter, MAI
Senior Real Estate Appraiser
Chris Castile
Sr, Appraisal Coordinator
Beth Finestone, MAI. Al-GRES. FRICS. CRE
Senior Real Estate Appraiser
As needed,
EPIC can
engage its In­
House
Dedicated
Utility
Coordination
Department
to support any
unique needs
that arise for the
City, such as
new public
infrastructure
impacting
existing utilities
requiring
relocations.

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Epic Land Solutions, Inc. I Technical Proposal Response City of Simi Valley - On-Call Real Property Services (RFQ No. PW 24-11) 33+
yrs. exp
80%
immediate
availability
to the City
Based in
Torrance
EPIC
Robert Enriquez
Senior Project Manager
WHY ROB ER T? Robert has 33 years of direct right of way experience working as a Right of Way Agent and Senior Right of Way Agent for the California Department ofTransportation (Caltrans). During his time there, he performed duties in planning and management, appraisals, acquisitions, condemnation, local programs, property management, excess land disposal, and business operations, often coordinating right of way efforts with design engineers, project managers, construction engineers, surveyors, and maintenance staff. Robert has worked on right of way projects throughout Sacramento/Yolo County, Ventura County, Los Angeles County, Riverside County, San Bernardino County, and Orange County. He has an in-depth understanding of Caltrans Right of Way Certification procedures paired with federal regulations from prior experience with the Federal Bureau of Land Management and the US Department of Agriculture, Department of Forestry.

His extensive experience directly with Caltrans will make Robert a highly detail­ oriented and regulation-aware project partner and leader for the City on your public infrastructure projects. His time at Caltrans allows Robert to promptly navigate coordination with a wide variety of clients, stakeholders, and subconsultants, allowing streamlined communications through the acquisition process whenever possible.

COUR SEWORK: Caltrans Coursework for 2-week ROW Academy and numerous courses led by State personnel I Various International Right of Way Association Coursework
DE TA I LED RES P ON SIB I LIT I ES : As Senior Project Manager, Robert will be responsible for both oversight and direct coordination of acquisition, appraisal, and escrow services needed for task order projects. He will support the Right of Way Agent team with acquisition negotiation assistance and leadership, directly oversee and coordinate our appraisal subconsultants for appraisal and appraisal review, and coordinate escrow services.

EXPERIENCE HIGHLIGHTS (DETAILED RESUME IN APPENDIX).

Ramon Road Widening - San Luis Rev Drive to Landau Boulevard, Ph II, Cities of Cathedral City and Palm Springs, CA: Robert is managing this FHWA funded project widening Ramond Road from four to six lanes between San Luis Drive in Palm Springs and Landau Boulevard in Cathedral City. All right of way tasks are being performed in conformance to Caltrans ROW Manual and LAPM for the off-system project.

C Line Light Rail Transit Extension to Torrance, Metro, Los Angeles County, CA:

Robert is currently supporting anticipated acquisition and relocation efforts as determined by EPIC's ROW and GI S teams during the environmental analysis and ACE phase for the right of way impact analysis and final right of way cost estimate.

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Epic Land Solutions, Inc. I Technical Propos.11 Response City ot Simi Valley - On-Call Real Property S!:!rvic;I:!� (f{t-U Nu. �W L'.4-11) 21+
yrs. exp
30%
immediate
availability
to the City
Based in
Riverside
�
EPIC
Darcy Mendoza, SR/WA RIW-NAC
Advisory Manager
WHY DARCY? As Regional Manager for EPIC's California operations, Darcy oversees numerous ROW agents and regional teams. She has been involved in all aspects of right of way project management through her 21 years of experience, including quality assurance and oversight of title examination, acquisition negotiations, escrow coordination, encroachment procedures, property management, surplus land sales, and relocation advisory services. Her in-depth understanding of the life cycle of real property from cost estimation of acquisition through to surplus land sale and quitclaim deeds makes her a valuable advisory resource to the County and EPIC's ROW acquisition team. Darcy has also supported the writing of regional right of way procedures for major public agencies such as Riverside County Transportation Commission (RCTC), illustrating her understanding of ROW regulations applicable to public agencies.

LICENSES: CA Real Estate Salesperson, #02004 708 I CA Notary Public, #2330562 DE TA I LED RESP ON SIB I LI T IE S : As Advisory Manager, Darcy will oversee the entirety of this contract and provide advisory management support to Robert and the ROW agent team. She will ensure resources are allocated appropriately to accommodate schedule and budget demands for task order projects.

EXPERIENCE HIGHLIGH TS (DETAILED RESUME IN APPENDIX)·
SRTS Pedestrian Improvements, City ofFontana, CA: As Advisory Manager, Darcy supported the ROW team with problem solving and budget maintenance for this federally funded pedestrian improvement project, including ADA curb ramps, bike lanes, pedestrian crossings, and continuous sidewalks. She also provided quality oversight of all documentation to compile for Caltrans ROW Certification.

US-395 Widening Phase 2, SBCTA, Victorville and Hesperia, CA: Darcy is currently overseeing the comprehensive acquisition program to process the possible 141 impacted tax parcels within the project area requiring partial right of way acquisition, with an actual expectation for approximately 83 larger parcels to be likely in-scope for acquisition.

Temescal Canyon Bridge over Temescol Wash Replacement, City of Lake Elsinore, CA:

As lead ROW Acquisition Agent, Darcy negotiated with two private property interests to acquire property rights impacted by the planned project right of way and coordinated appraisals and appraisal reviews, all in adherence to Caltrans LAPM and ROW Manual to protect project funding.

San Antonio Creek Channel Trail, City of Montclair, CA: Darcy oversaw EPIC's ROW team and subconsultants to deliver comprehensive right of way acquisition services to obtain easements from up to 37 private property owners.

Riverside Drive Capital Improvements, City of Chino, CA: As part of EPIC's on-call ROW services contract with the City of Chino, Darcy negotiated with 34 property owners to obtain dedications for ADA ramp and sidewalk compliance in this resurfacing project.

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Epic Land Solutions, Inc. I Technical Proposal Response City of Simi Valley - On-Call Real Property Services (RFQ No. PW 24-1 I) 21+
yrs. exp
80%
immediate
availability
to the
County
Based in
Riverside
EPIC
Maria Sauza, CA Broker
Senior Acquisition Agent
WHY MAR I A? With over 550 successful acquisitions and relocations completed throughout her career, Maria is a successful negotiator who treats all stakeholders with respect and ensures that all paperwork is completed on time and properly filed. She has worked with a wide variety of clients throughout California including municipalities, transportation agencies, housing authorities, school districts, and public utility companies. Maria is fluent in Spanish allowing her to better serve communities facing acquisition and displacement for public infrastructure projects.

She has supported numerous federally funded projects involving Caltrans oversight or property impacts and regularly refers to the Caltrans ROW Manual and LAPM, ensuring her acquisition diaries and all other related documentation are completed to the latest Caltrans standards. This experience is further bolstered by Maria's Real Estate Broker license, demonstrating her thorough understanding of transacting real estate in both complex and straight-forward projects.

LI C EN SES: CA Real Estate Broker, #01238022 I CA Notary Public, #2392145 ROLES & RESP ON SI BI LIT I ES: As Senior Acquisition Agent, Maria will directly report to Robert for all acquisition activities for task order projects. She will provide "boots-on-the-ground" coordination, negotiating with property owners, coordinating notices of acquisition, and maintaining thorough project and owner negotiation diary documentation.

EXPERIENCE HIGHLIGHTS (DETAILED RESUME IN APPENDIX)·
North First Avenue Bridge Replacement over BNSF Roil Yard, Citv of Barstow, CA: As Senior Acquisition Agent on this Caltrans Highway Bridge Program funded project, Maria reviewed title reports, coordinated appraisals, and acquired temporary construction easements, partial rights, and full rights to 21 commercial, residential, and vacant properties.

Active Transportation Program for Oiai Ave & Maricopa Hwv, Citv of Ojai, CA: For this federally funded project, Maria provided Caltrans compliant document maintenance, ROW cost estimation support, title clearance review, and acquisition negotiations for 29 property interests.

Mount Vernon Ave Viaduct Replacement over BNSF lntermodol Yard, SBCTA, San Bernardino, CA: Maria was the Senior Acquisition Agent for the right of way program in this $140 million Design/Build viaduct replacement project in which she provided comprehensive ROW acquisition services and Spanish language translation services.

US-395 Widening Phase 1, Son Bernardino County Transportation Authority {SBCTA), Adelanto and Victorville, CA: Maria served as a dedicated Senior Acquisition Agent for this federally funded and Caltrans on-system project, assisting with the 62 parcel acquisitions and personally negotiating with over 30 property owners.

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Epic Land Solutions, Inc. I Technical Proposal Response City of Simi Valley - On-Call Real Property Services (RFQ No. PW 24-11) 10+
yrs. exp
80%
immediate
availability
to the City
Based in
Riverside
EPIC
Christine Wasfi
Acquisition Agent
WHY CH RIST I NE ? Christine is a licensed California Real Estate Salesperson and Right of Way Agent who brings prior experience as a project administrator for a construction company and a real estate agent for an investment company. Both roles have granted her in-depth understanding of schedule coordination with multiple stakeholders, calculating estimates for work anticipated, maintaining documentation to best practice standards, and negotiating with many different parties to resolve conflict and secure appropriate documentation. Christine is a talented negotiator, working professionally and patiently with residents from various backgrounds to resolve conflicts and questions while reaching amicable agreements for parties involved. She has supported multiple Caltrans oversight projects during her time at EPIC and is eager to support the City on task order projects for this on-call contract.

LIC ENSE : CA Real Estate Salesperson, #01936746
ROLES & RESP ON SI BI LIT I ES : As Acquisition Agent, Christine directly report to Robert for all acquisition activities for task order projects. She will provide "boots-on-the-ground" coordination, negotiating with property owners, coordinating notices of acquisition, and maintaining thorough project documentation.

EXPERIEN CE HI GHLIGHTS (DETAILED RESUME IN APPENDIX):

Mount Vernon Avenue Bridge over UPRR Widening, City of Colton, CA: This project involves eight (8) individual property owner impacts, including Union Pacific Railroad (UPRR), City of Riverside, and Pacific Fruit Express Company. Christine is supporting acquisition
negotiations and escrow coordination for permanent easements, fee acquisitions, and TCEs for this federally funded project. 1-10 & Mount Vernon Avenue Interchange Improvements, SBCTA, Colton, CA: For this multiple stakeholder project with SB CTA, City of Colton, and Caltrans District 8, Christine is part of the team delivering comprehensive ROW services to acquire land rights to 11 commercial and industrial properties impacted by the project. To date, she has coordinated title and escrow, appraisal services, prepared offer packages, and negotiated with property owners in accordance with guidelines set forth by Caltrans Local Assistance Procedures Manual (LAPM) and Caltrans ROW Manual.

SRTS Pedestrian Improvements, City of Fontana, CA: Christine's tasks included title review, offer package preparation, acquisition negotiations, and escrow coordination for this pedestrian improvement project requiring TC Es and permanent easements.

Perris Valley Storm Drain Channel Trail, Citv of Perris, CA: For this 3.1-mile walking trail/bike path project, Christine played a key role in finalizing acquisition negotiations, property conveyance documentation, and escrow coordination.

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Epic land Solutions, Inc. I Technical Proposal Response City of Simi Valley - On-Call Real Property Services (RFQ No. PW 24-11) 37+
yrs. e1<p
45%
immediate
availability
to the City
Based in
San Diego
EPIC
Kent Carpenter, MAI
Senior Appraiser
WHY KENT? With over 37 years of experience in valuation of residential, commercial, industrial, agricultural, and special purpose properties in California, Kent brings a level of valuation experience with great attention to detail and statewide real estate market understanding. He worked as Managing Director and Owner/Partner of other top appraisal firms in Southern California before starting his career at EPIC over seven years ago. He has provided expert witness testimony in federal bankruptcy court, regional Superior Courts, and arbitrations/depositions involving real estate values. Kent is well-versed in Caltrans appraisal requirements, often compiling reports and conducting appraisal reviews to those standards regardless of funding source requirements. He has provided appraisal and appraisal review services for numerous public infrastructure projects for municipalities, counties, and public agencies alike throughout Southern California.

LICENSES : CA General Real Estate Appraiser, #AG003087 I Designated Member of the Appraisal Institute, MAI Designation #9746
RO LES & RESP ON SIB IL I Tl ES: As Senior Appraiser, Kent will provide EPIC in-house appraisal and appraisal review services for task order projects in collaboration with our subconsultant, CBRE. He has served in this role on numerous projects with many of EPIC's subconsultant appraisers, including CBRE, bringing a tradition of open and collaborative communication for the appraisal and appraisal review processes.

EXPER IENCE HIGHLIGHTS /DETAILED RESUME IN APPENDIX)·
Lakewood Boulevard and Florence Avenue Intersection Improvements, City of Downey, CA: Kent provided appraisal reports for eight (8) private interests impacted by this intersection improvement involving TCEs and partial takes. Complexities included acquiring partial property dedications from a parcel being used as an Arco Service Station.

Del Monte and Chester Surplus Land Appraisals, City of Pasadena, CA: Kent completed a restricted appraisal report for potential disposition of the surplus land properties. Based on the non-conforming size of the parcels and inability to develop them independently, the highest and best use was determined to be for continued current use as an assemblage with adjoining parcels for single-family use.

Whittier Boulevard and Santa Fe Springs Road Intersection Improvements, LA Metro, Whittier, CA: Kent completed this task order assignment under EPIC's on-call contract to LA Metro, providing appraisal services for four (4) properties for the planned TCE acquisitions at the intersection.

North First Avenue over BNSF Rail Yard Bridge Replacement, City of Barstow, CA:

Funded by the Caltrans Highway Bridge Program, Kent provided 16 appraisals for this project involving a wide variety of owners.

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Epic Land Solutions, Inc, I Technical Propo::ol Rocponi;o City ot Simi Valley - On-Call Real Property Services (l�FQ No. PW l4-11) 44+
yrs. exp
15%
immediate
availability
to the City
Based in
Woodland
Hills
EPIC
Beth Finestone, MAI, Al-GRES, FR1cs, CRE
Senior Appraiser CBRE
WHY BETH? Beth B. Finestone, MAI, AI-GRS, FRICS, CRE, is an Executive Vice President for CBRE's Valuation & Advisory Services (VAS). She has been appraising in Southern California since 1981, specializing in valuation and consulting services related to public agency and right of way clients and for major investment-grade commercial properties and special purpose properties. She also has extensive expertise valuing large tracts of land for conservation, mitigation, and other purposes. Beth was previously a Managing Direct for and a principal of lntegra Realty Resources - Los Angeles and Executive Director of lntegra Real Resources - Orange County. Additional career experience includes senior positions held at Finestone & Associates and Cushman & Wakefield. She has qualified as an expert witness in multiple superior courts, including those throughout Los Angeles County.

Beth's clients include public agencies, right of way firms, lenders, institutional investors, major corporations, law firms, and individual property owners.

LI C E N SE: CA General Real Estate Appraiser, #AG004030 I Designated Member of the Appraisal Institute, MAI Designation
ROLES & R ES PONS I BI LIT I ES· As Senior Appraiser, Beth will provide appraisal and appraisal review services for task order projects in collaboration with EPIC's in-house resources. Her prior history collaborating with EPIC provides an established rapport for the City to rely on for streamlined appraisal and appraisal review processes.

EXPERIENCE HIGHLIGHTS (DETAJLED RESUME IN APPENDIX)
t-405 Widening, City of Costa Mesa, CA: Beth appraised over 50 Single-Family Residences and commercial properties impacted by the project requiring TCEs and other partial acquisitions. Some of the appraisals were extremely complex with significant severance damage studies required.

Purple Line Subway Corridor Extension, LA Metro, Westwood, CA:·Beth appraised a

1.2-acre parcel improved with a Class A, 12-story medical office building as part of this corridor extension project involving various permanent and temporary property interest acquisitions. The purpose of this appraisal was to estimate the fair market value of the property interests to be acquired from the Larger Parcel to make a determination as to the impact of the proposed acquisitions on the Remained Parcel.

West Coyote Hills Neighborhood Yellowbook Appraisals, City of Fullerton, CA: In conjunction with numerous other federal stakeholders, the City of Fullerton contracted CBRE to complete numerous appraisals for development of over 65 residential units. Other stakeholders included California State Coastal Conservancy, Wildlife Conservation Board, Rivers and Mountains Conservancy, California Department of Parks and Recreation, California Natural Resources Agency, and US Fish and Wildlife Service. This report was prepared to Federal Standards in conformance with Yellow Book guidelines.

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Epic Land Solution,, Inc. I Technical Proposal RHponH
Uly uf S11111 V<Jlley .. 011-Cdll f<t:dl P1 Uf)el ty Se1Vn .. es (Rro Nu. rw 24-1 I) Section 5 - Qualifications and References
For over 24 years, EPIC has been the real estate acquisition and appraisal services consultant of choice for many municipalities, counties, and public agencies throughout California. Below lists some of the on-call contracts EPIC has provided ROW acquisition, appraisal, and related services similar to this contract.

CITY OF ANAHEIM
• ROW Acquisitions On-Call (2019 -2024)
• ROW Relocation Services On-Call (2019 -2023)
• Appraisal Services On-Call (2019 -2023)

CITY OF BURBANK
• On-Call PSA for ROW Services (2018-2022)

CITY OF CHINO
• On-Call ROW Services (2018 - 2023)

CITY OF FULLERTON
• On-Call Real Property & Right of Way Services
Contract (2022 - 2025)
• On-Call Real Property & Public Right of Way
Engineering Services (2021-2022)

CITY OF GLENDALE
• Property Acquisition and/or Property Management
Agent On-Call (2017 -2018)

CITY OF IRVINE
• Appraisal Professional Consulting Services (2019 -
2022)
• Consultant Team Program for ROW Acquisition &
Appraisal (2016 -2019)

CITY OF LANCASTER
• Real Property Services/ROW Acquisition/Mapping
On-Call (2019 -2022)

CITY OF LOS ANGELES
• On-Call Appraisal Consulting Services (2023 - 2028)
• On-Call Appraisal Services (2016 -2023)

CITY OF LONG BEACH
• Real Property Services/ROW Acquisition/Mapping
On-Call (2019 - 2022)
• On-Call Acquisition, Relocation, & PM (2016 -2019)

CITY OF MONTCLAIR
• On-Call Consultant Services (2023 -TBD)

CITY OF PASADENA
• On-Call ROW Services (2017 - 2022)
• On-Call Appraisal Services (2017 -2022)
• On-Call Appraisal Services (2016 - 2017)

CITY OF RIVERSIDE
• On-Call Appraisal Review Services (2019 - 2024)
• On-Call Property Acquisition Services (2019 -2024)
• On-Call Property Management Services (2019 -
2024)
• On-Call Property Relocation Services (2019 -2024)

CITY OF SANTA ANA
• On-Call Right of Way Services Contract (2023 -
2026)
• On-Call Acquisition & Relocation Services (2015 -
2020)

CITY OF VISTA
• On-Call Property Appraisals (2017 - 2021)

COUNTY OF ORANGE
• Appraisal Services On-Call (2021- 2026)
• On-Call Analysis & Transaction Services Contract
(2016 -2021}
• On-Call Relocation Assistance (2016 - 2021)

RIVERSIDE COUNTY TRANSPORTATION

COMMISSION
• Property Management Services Multiple Contracts
(2015-2024)
• On-Call ROW Support Services Multiple Contracts
(2006 -2025)

ORANGE COUNTY TRANSPORTATION

AUTHORITY
• On-Call Right of Way Support Services (2020 - 2024)
EPIC Creating Land Solutions for the Public Good I Page 20 of 26 237
Epic Land Solutions, Inc. I Technical Proposal ResponH
City uf !:>lrrii Vc1lley - U11-Cdll l-<1:MI 1-'1 uµe, ly !:lt:!1 v1t..1:1� (Kf-Q Nu. PW 24-'I 'I)

FONTANA SAFE ROUTES TO SCHOOL
(SRTS) PEDESTRIAN IMPROVEMENT
City of Fontana I Fontana, CA I 10/2021- 09/2023 I $201,425 REFERENCE: Jazmine Pena, Associate Engineer I City of Fontana I 8353 Sierra Avenue, Fontana, CA 92335 I [email protected] I (909) 350-6648 The City of Fontana obtained a $1.9 million grant for this Safe Routes to School (SRTS) project as part of the California 2017 Active Transportation Program. This federally funded project will construct continuous sidewalk facilities, marked bicycle lanes, enhanced pedestrian crossings with marking and signage, and other improvements to create safe pedestrian and bicycle routes that connect to local schools. This project is critical to protecting the safety of pedestrians and bicyclists that currently share roadways with vehicles traveling at high speeds and updating sidewalk infrastructure to be compliant with codes established by the Americans with Disabilities Act (ADA). Improvements occur on Ramona Avenue (from Juniper Avenue to Sierra Avenue), Alder Avenue (from Baseline Avenue to Shamrock Avenue), and Locust Avenue (from Miller Avenue to Arrow Boulevard). Over 5,000

SIMILAR MUNICIPAL PUBLIC

INFRASTRUCTURE IMPROVEMENTS

FEDERALLY FUNDED
students that attend Mango, Juniper, North Tamarind, Locust, and Ted Porter elementary schools, Virginia Primrose, Alder Middle School, and Eric Birch Continuation High School will benefit The project will complement other SRTS projects that the City is initiating, including SRTS Gap Closure Project [Federal Project No. 5307(029)) which will improve sidewalks near Cypress Elementary, Truman Middle, and Fontana High.

The EPIC team provided right of way services to acquire Permits to Enter and Construct and property rights necessary to construct the improvements to sidewalks, curb and gutter ramps, street striping, and traffic signs on Ramona, Alder, and Locust. Up to 56 individual parcels will be temporarily impacted by the project construction and 18 individual parcel impacts will require permanent easement acquisition of a small "sliver" area to accommodate new sidewalk facilities. EPIC's team is providing the City of Fontana with turn-key right of way services to complete title review, appraisal, appraisal review, acquisition negotiations, and escrow coordination in accordance with local and state guidelines. As part of our services, EPIC will also compile all documentation required for the City to file and obtain Caltrans Right of Way Certification, as required by state and federally funded projects. Key staff proposed for this contract that were involved on this project included Darcy Mendoza and Christine Wasfi, with this experience further detailed in their resumes.

EPIC Creating Land Solutions for the Public Good I Page 21 of 26 238
Epic Land Solutions, Inc. I Technical Proposal Response City of Si111i Vc1lley - <Jn-Cdll l<edl t'wpe, ly �er vices (l<t-U Nu. t'W L4-11)

NORTH FIRST AVENUE BRIDGE OVER

BNSF RAIL YARD REPLACEMENT
City of Barstow I Barstow, CA I 03/2013 - 02/2020 I $566,500 REFERENCE: Brad Merrell, Consulting City Engineer I Merrell Johnson Companies under contract with the City of Barstow I 220 E. Mountain View Street, Suite A, Barstow, CA 92311 I (760) 900-7526 I
[email protected]
The North First Avenue Bridge over BNSF Rail Yard is 83 years old and considered functionally obsolete. For this FHWA Highway Bridge Program funded project, EPIC provided full-service right of way and property management services in compliance with Ca/trans District 8 regulations. EPIC provided right of way cost estimates, title clearance, appraisal coordination, negotiations to acquire rights to 21 commercial and residential properties, and relocation assistance services for 11 residential homes and one automotive repair business displaced by the bridge reconstruction. Upon ---

SIMILAR MUNICIPAL PUBLIC

INFRASTRUCTURE IMPROVEMENTS
property vacancies, EPIC coordinated site security and maintenance for properties, including board­ up, locks, security fencing, and other tactics were installed to mitigate trespassing. To prepare for demolition and site clearance, EPIC disconnected utilities and coordinated hazardous materials testing and abatement. EPIC also coordinated 11 utility facility relocations with City of Barstow (sewer and storm}, Golden State Water, Southwest Gas, Southern California Edison, Time Warner Cable and Verizon. EPIC ultimately oversaw the complete demolition of the properties to prepare for bridge construction. Skanska broke ground on the bridge replacement construction in January 2023. Key staff proposed for this contract that were involved on this project included Maria Sauza and Kent Carpenter, with this experience further detailed in their resumes.

TEMESCAL CANYON BRIDGE

REPLACEMENT OVER TEMESCAL WASH
City of Lake Elsinore I Lake Elsinore, CA I 2018- 2022 I $152,469 REFERENCE: Remon Habib, PE, City Engineer I City of Lake Elsinore I 130 S Main Street, Lake Elsinore, CA 92530 I (951) 674-3124 ext. 213 I [email protected]
The City of Lake Elsinore is replacing the 97-year-old Te mescal Canyon Bridge Over Temescal Wash. Epic Land Solutions, Inc. (EPIC) is the right of way and utilities subconsultant to the design engineer on this project. EPIC performed negotiations with two property interests to acquire rights of way required to construct the project improvements. EPIC performed comprehensive right of way acquisition services, including title review, title clearance, obtained real estate appraisal valuations, offer package preparation, and negotiations with property owners. EPIC's in-house Utility Services department performed initial utility research, cost estimates, collection of as-builts, determination of liability, and coordination with utility companies to protect-in-place or relocate their facilities in this bridge

SIMILAR MUNICIPAL PUBLIC

INFRASTRUCTURE IMPROVEMENTS

CALTRANS FUNDING & OVERSIGHT
rehabilitation project. Due to Caltrans funding oversight, all tasks were performed in accordance with Caltrans Local Assistance Procedures Manual {LAPM) and the Caltrans Right of Way Manual. Key staff proposed for this contract that were involved on this project included Darcy Mendoza and Kent Carpenter, with this experience further detailed in their resumes.

EPIC Creating Land Solutions for the Public Good I Page 22 of 26 239
Epic Land Solutions, Inc. I Technical Proposal Response Clly ur S11 Ill V<1llt:!y -On-Call Real rropetty Services (RrO No. rw 24-11)

PACIFIC COAST HIGHWAY BRIDGE

OVER TOPANGA LAGOON

REPLACEMENT
California Department of Parks and Recreation & Resource Conservation District of the Santa Monica Mountains I Malibu, CA I 04/2023 - Present (Ongoing} I $51,279 to date
REFERENCE: Georgia Medina, PE, Project Manager I Moffatt & Nichol (on behalf of RCDSMM) I (909) 652-9204 I [email protected] This project plans to restore habitat by replacing the PCH bridge with a longer structure to accommodate an expanded lagoon design, improve the fish passage, and reconstruction ofTopanga Canyon Boulevard. EPIC is supporting the completion of the Project Approval/Environmental Document (PA/ED) to be included in a new grant funding application. To support survey and right of way engineering efforts, EPIC is obtaining and reviewing preliminary title reports (PTRs) to assess property impacts based on conceptual engineering plans. Based on ROW requirements and utility conflicts identified, EPIC is overseeing the preparation of a Caltrans ROW Data Sheet (Exhibit l 7-EX-21) for each build alternative.

GLENDORA URBAN TRAIL PH. 2 & 3
City of Glendora I Glendora, CA I 05/2022 - 03/2024 I $99,120 REFERENCE: Vincent Hellens, ENV SP, QSD/SP, Engineering Associate I Alta Planning+ Design, Inc. on behalf of the City of Glendora I (213) 797-4445, ext. 02132 I [email protected]
The City built a continuation of an approximately 3-mile stretch of the San Dimas Wash Trail Project extending from Louie Pompeii to Grand Avenue.

The Glendora Urban Trail and Greenway Network Phase 2 goes from Sunflower Avenue to Juanita Avenue and Phase 3 goes from Juanita Avenue to Grand Avenue. This 1.5-mile extension is part of a future 10-mile bike and pedestrian network within the City of Glendora called the People Movement Project. Most of the trail will be constructed within Los Angeles County Flood Control District (LACFCD) right of way. EPIC provided right of way acquisition and negotiation services to the Design Engineer for these two phases. The EPIC team negotiated temporary construction easement and permanent easement acquisitions from 10 parcels with 10 unique property owners.

Services included title examination, appraisal, and escrow coordination.

FEDERALLY FUNDED

ROW ACQUISITION ANALYSIS
-
Gl.ENOORA
LR3AN
TRAIL
SYSTEM
♦

MUNICIPAL INFRASTRUCTURE PROJECT

ACQUISITION & APPRAISAL SERVICES
EPIC Creating Land Solutions for the Public Good I Page 23 of 26 240
Epic Land Solutions, Inc. I Technical Proposal Response City ur S11111 Vdllt:!y - 011-Call Real rroperty Services (RrO No. rw 24-11}

INGLEWOOD TRANSIT CONNECTOR
(ITC) ON-CALL RIGHT OF WAY & REAL

PROPERTY SERVICES
City of Inglewood I Inglewood, CA I 06/2022 - Ongoing I $258,371 to date
REFERENCE: Tami Mccrossen-Orr, ITC Program Director I Trifiletti Consulting on behalf of the City of Inglewood I (213) 315-2121 x108 I [email protected]
The City of Inglewood proposed the ITC to extend service from the LA Metro K Line Downtown Inglewood Station to the City's major activity centers included The Forum, SoFi Stadium, Hollywood Park, and the future Inglewood Basketball and Entertainment Center in order to close the critical first/last mile transit gap in the City. The project consists of a 1.6-mile long, fully elevated, electrically powered Automated Transit System (ATS} with three stations and other supporting infrastructure. EPIC began working with the City of Inglewood ON-CALL ROW SERVl
::_J
CS

MUNICIPAL INFRASTRUCTURE

PROJECT
outside of on-call contract back in 2020 to kick-off the Inglewood Transit Connector (ITC}, a major proposed project for the City for a 1.6 mile fully elevated, automated guideway transit system. This initial phase of the project involved in-depth development of an acquisition and relocation plan for the numerous impacts anticipated along the project route. EPIC's in-depth involvement resulted in an established on-call contract to provide direct relocation services to the City for the project and onwards from 2022. To kick off the project, EPIC assisted the City to draft and complete the RAMP and Draft Relocation Plan for the project, both approved by the Federal Transit Administration (FTA} after EPIC addressed comments. As part of the ongoing pre-acquisition planning tasks, EPIC is preparing Relocation Claim Forms while also reviewing and providing comments on the Policies and Procedures for Appraisal, Acquisition, & Relocation. EPIC has also attended public meetings, responding to the public's questions regarding the ITC project and potential relocation impacts, and presentations at public hearings. To date, EPIC has supported multiple task orders to provide right of way acquisition and relocation assistance for identified impacted parcels as the project progresses.

EUCLID STREET & GLENOAKS AVENUE

INTERSECTION IMPROVEMENTS
City of Anaheim I Anaheim, CA I 02/2020 - 12/2021 I $21,524 REFERENCE: Ralph Contreras, PE, Principal Traffic Engineer I City of Anaheim, Public Works Department I (714) 765-4526 I [email protected] The City of Anaheim secured Highway Safety Improvement Program (HSIP) federal aid and local funding to complete road safety improvements along Euclid Street from Crescent Avenue to Glenoaks Avenue. The City awarded EPIC a contract to acquire property rights for Temporary Construction Easements (TCEs} required to modify sidewalks and curb ramps. As the City's on-call right of way consultant, EPIC was enlisted to review title reports, complete appraisal waiver valuations, and negotiate with property owners to acquire four (4) temporary construction easements. As a Caltrans Local Assistance project, valuation and acquisition were performed in accordance with Caltrans Right of Way procedures and required Certification from Caltrans District 12 at the close of the project.

MUNICIPAL ROADWAY PROJECT

ACQUISITION & APPRAISAL

SERVICES
EPIC Creating Land Solutions for the Public Good I Page 24 of 26 241
Epic Land Solutions, Inc. 1 Technical Proposal Response City of '.->1rn1 Valley - Un-Lall t-<eal f-'roperty Services (RFO No. PW 24-1 I) SUBCONSULTANT PROJECT EXPERIENCE: BIG SKY &

ALAMOS CANYON APPRAISALS
Mountains Recreation and Conservation Authority I Los Angeles, CA I 2022 I $43,000 RErERENCE: Jocelyn Chairez, Real [state Officer I Mountains and Recreation Conservation Authority I S 70 West Avenue 26, Suite 100, I os /\ngeles, Califo1 nia 90065 I [email protected] I (713} 840- 6620 ext. 129
Completed the appraisal of two properties referred to as the Big Sky/Alamos Canyon and Alexander Moradi that includes 35 contiguous parcels of primary vacant land totaling 6,719± acres and are generally located north of Lost Canyons Drive, west of Bennett Road in the Simi Valley/Unincorporated Santa Susana Mountains area within the Santa Susana Mountains region of Los Angeles County. The properties are primarily zoned Agriculture Exclusive (AE) and Open Space (OS). The AE zone is intended to preserve and protect agrfcultural lands. The OS zone is intended for the preservation of natural resources; single family residences require a zoning clearance in the AE and OS zones. The purpose of these appraisals was to provide the fair market value of each property for acquisition purposes by MRCA for the possible development of park and/or conservation purposes.

Additionally, CBRE also completed the appraisal of the Poe Ranch property that is comprised ten contiguous parcels of vacant land containing an area of 3,131.49 acres located within the Santa Monica Mountains. The subject Is bifurcated by the Los Angeles and Ventura County line, with 1,518.09 acres located on the Los Angeles County side and 1613.40 located on the Simi Valley/Ventura County side. The Los Angeles County portion of the subject property is zoned Heavy Agriculture, which permits single family residences, crops, raising of cattle, horses, and sheep. The Simi Valley/Ventura County portion of the subject is located north of the 118 Freeway, east of Tapo Road, and is zoned Open Space, which permits various agricultural and recreational uses. Legal and physical access to the subject is via easement through the Ventura County portion of the property. The purpose of this appraisal was to provide the fair market value of the property for acquisition purposes by MRCA for the possible development of park and/or conservation purposes. The team leader for this assignment was proposed Senior Appraiser for this City of Simi Valley on-call contract, Beth Finestone.

Section 6 - Conflict of Interest
EPIC does not have any conflicts of interest that are perceived to affect any potentlal work under thfs on• call contract on behalf of the City of Simi Valley. Should a potential conflict arise, EPIC will notify the City in writing promptly.

Section 7 - Forms
All required forms have been included in Appendix A of this Technical Proposal document. The Request for Proposal Acknowledgement form and Request for Qualifications - Application Form have been included earlier in this proposal as part of the designated RFQ outline. The required forms in Appendix A include:

1. Exhibit 10-01- Consultant Proposal DBE Commitment

2. Exhibit 10-Q - Disclosure of Lobbying

3. Exhibit (- Insurance Requirements

4. List of Subcontractors

5. Statement of Proposer's Qualifications and References EPIC Creating Land Solutions for the Public Good I Page 25 of 26 242
Epic Land Solutions, Inc. 1 Technical Proposal Response City of Simi Vall!:!y -011-Call K1:1al l-'1u1J1:11LySe1vic1:1s(Kt-U Nu. �W :l4-11) Contract Exceptions
Per response to our submitted inquiry for this RFP, we have included the following contract exceptions for the City's review. We would like the opportunity to review these callouts with the City prior to finalization of the contract.

1. May the City correct Section 1- Scope of Services, subsection A ( RFP Exhlbrt A- footer page 15; PDF pg. 18/63) of the sample contract to say "real property services" rather than "general engineering services"?

2. In reference to Section 16-Termination, subsection B (RFP Exhibit A-footer page 20; PDF pg. 23/63) of the sample contract, may the City include additional language to provide that a subconsultant may terminate on notice or for cause?
3, In reference to Section 19-Indemnification (RFP Exhibit A - footer page 22; PDF pg. 25/63) of the sample contract, may the City please exclude consequential damages and consider the inclusion of language for a finding of comparative fault?

4. In reference to Section 23 - Insurance (RFP Exhibit A- footer page 23; PDF pg. 26/63) of the sample contract, may the City please change the requirement of an AM Best Company Rating equivalent to at least a Rating of "A-Vil" rather than "A:VII"? Similarly, may this change also be made to Exhibit C- Insurance Requirements, replacing the current wording "A:VII" with "A-VII''?

5. In reference to Section 23 -Insurance (RFP Exhibit A-footer page 23; PDF pg. 26/63) of the sample contract, may the City delete the right to provide coverage at the expense of consultant and rather adjust the wording to note that, in the event of such a situation, the contract should be terminated?

6. In reference to Section 38-Time is of Essence (RFP Exhibit A-footer page 26; PDF pg. 29/63) of the sample contract, may the City delete this section in its entirety? EPIC Creating Land Solutions for the Public Good l Page 26 of 26 243

APPENDIX A
Required Forms
244
f .ucal Assislaucc Prn1.:c1lun:s Mauual Exhibit 10-01
LOnsultont t>roposnl UBE Lommitment
EXHIBIT 10-01 CONSULTANT PROPOSAL DBE COMMITMENT

1. Local Agency: _C_i_ty_o_f_S_i _m_i_V_a_ll_c.;.y _____________ 2. Contract DBE Goal: _0_'¾_0 ___________ _

3. Project Description: On-Call Real Prope1ty Service s

4. Project Location: _v_ a_r_io_u_s _______________________________________ _

5. Consultant's Name: Epic Land So lutions, Inc. 6. Prime Certified DBE:□

7. Description of Work, Service, or Materials 8. DBE
Certification 9. DBE Contact Information 10. DBE% Supplied Number Not Applicable NIA NIA 0.00
Local Agency to Complete this Sect.Ion

17. Local Agency Contract Number: 11. TOTAL CLAIMED DBE PARTICIPATION 0.00 %

18. Federal-Aid Project Number:

Consultant's Ranking after Evaluation: IMPORT ANT: Identify all DBE firms being claimed for credit, Local Agency certifies that all DBE certifications are valid and information on regardless of tier. Written confirmation of each listed DBE is this form is complete and accurate. re;;�J_J�
01/07/2025

21. Local Agency Representative's Signature 22. Date 12. Preparer's Signature 13. Date Karen St all" (951) 321-1834

23. Local Agency Representative's Name 24. Phone 14. Preparer's Name 15. Phone Senior Vice President

25. Local Agency Representative's Title 16. Preparer's Title DISTRIBUTION: Original - Included with consultant's proposal to local agency.

ADA Notice: For individuals with sensory disabilities, this document Is available in alternate formats. For information call (916) 654-641 O or TOD (916) 654- 3680 or write Records .and Forms Managemet1t, 1120 N Street, MS-69, Sacramento, CA 95614.

LPP 18-01
38

January 2019
245
Local Assistance l'roccdui-cs Manual &Xt-lUl'I' IO·(l
Oisclosurc ur L11hl1ying Activities
Not Applicable; Epic Land Solutions, Inc. has no lobbying activities to disclose EXJJl81T l 0-Q DISCLOSURE OF LOBBYING ACTIVITIES
COMPLETE Tl IIS FORM TO DISCLOSE LOOBY ING /\CTIVITlf;S P\JRSU/\NT TO 31 U.::i.C. 1352 I. Type of Federal Action: 2. Status of Federal Action: 3. Report Type:
0 a. initiala. contract
b. grant
c. cooperative agreement
For Material Change Only:
§ a. hid/offer/application
b. initial-award
c. p()St-award
D h. mntcrial change

4. G.

IO.
d. loan
e. loan guarantee
f. loan insu11u1ce
Name and Address of Reporting Entity
D Prime D Subawardee
Tier ___ , ifknown
Congressional District, if known
Fcclcral 0eparhmmt/Agcncy:

Federal Action Number, if known:

N:imc :ind Address of Lobby Entity
(If individual, last name, first name, Ml)
year __ quarter ___ _
date of last report ___ _
S. If Reporting Entity in No. 4 is Subawardec,
Enter Name :111d Add1·css of Prime:

Congressional District, if known

7. Federnl Program Name/0escri11tion:

CFO,\ Number, if applicable ________ _
I), AwunJ Amount, if known:

11. Individuals Performing Services
(including address if different from No. 10)
{last name, first name, Ml)
(altach Continuation Sbcct(s) if necessary)

12. Amount of Payment (check all that apply)

13. $ ______ D actual Dplunned
Form of Puyment (check all that apply):

B a. cash
b. in-kind; specily: nature ______ _
Value _____ _

14. Type of Payment {check all thul apply)
a. retainer
b. one-lime fee
c. commission
d. contingenl lee
e deJerred
r. other,specify __________ _

15. Brief Description of ScrviCl\S Performed or to be performed and Date(s) of Sen•icc, including officer(s), cmploycc(s), or mcrnbcr(s) rontuctcd, for Payment lndicatecl in Item 12:
(attach Continualion Sheet(s) if necessary)

16. Continuation Sheet(s) attached: Yes D No D

17. lnfonnntion requested through tlus fonn 1s authonzed by Title 31 U.S
.C. Section 1352 This disclosure of lobbying reliance
was placed by the tier ahove wh�n his transaction was made or entered into. This disclosure 1s required pursuant lo 31 U.S.

C
1352. This infonnation will be reported lo Congre,�s
semiannually and will be available for public inspecllon. Any person who foils to file the required disdosure shall be sub Juel to a civil penalty of not less lhon $ I 0,000 and not more than �100,000 fi>rt-ach such foi
lure.

Federal Use Only:

Signature: _________________ _
Print Name: ________________ _
Title: __________________ _
Telephone No.: _________ Date:. ____ _
Authorized fbr Local Reproduction
Standard fonn - LLL
5tandnrd Form
!,LI. Rev, O•l-28-06
Di�fributioo: Orig- Local Agency Projcc, f'ilcs
36 246
RFQ NO. PW 24-11

SUBMIT WITH PROPOSAL

EXHIBIT C - INSURANCE REQUIREMENTS
To be awarded this contract, the successful Proposer must procure and maintain the following types of insurance with coverage limits complying, at a minimum, with the limits set forth below; Type of Insurance
Commercial general liability:

Professional liability
Business automobile liability
Workers compensation
$2,000,000
$1,000,000
$1,000,000
Statutory requirement.

Commercial general liability insurance must meet or exceed the requirements of the most recent ISO­ CGL Form Number. The amount of insurance set forth above must be a combined single limit per occurrence for bodily injury, personal injury, and property damage for the policy coverage. Liability policies must be endorsed to name the City, its officials, and employees as "additional insureds'' under said insurance coverage and to state that such insurance will be deemed "primary" such that ahy other insurance that may be carried by the City will be excess thereto. Such insurance must be on an "occurrence," not a "claims made," basis and will not be cancelable or subject to reduction except upon thirty (30) days prior written notice to the City,
Professional liability coverage must be on an "occurrence basis" if such coverage is available, or on a "claims made" basis if not available. When coverage is provided on a "claims made basis," the Consultant must continue to maintain the insurance in effect for a period of three (3) years after this Agreement expires or is terminated ("extended insurance"). Such extended insurance must have the same coverage and limits as the policy that was in effect during the term of this Agreement, and cover the Consultant for all claims made by the City arising out of any errors or omissions of the Consultant, or its officers, employees or agents during the time this Agreement was in effect.

Automobile coverage must be written on ISO Business Auto Coverage Form CA 00 01 06 92, including symbol 1 (Any Auto).

The Consultant must furnish to the City duly authenticated Certificates of Insurance evidencing maintenance of the insurance required under this Agreement, endorsements as required herein, and such other evidence of insurance or copies of policies as may be reasonably required by the City from time to time. Insurance must be placed with admitted insurers with a current AM. Best Company Rating equivalent to at least a Rating of "A:VII." Certificate(s) must reflect that the insurer will provide thirty (30) day notice of any cancellation of coverage. The Consultant will require its insurer to modify such certificates to delete any exculpatory wording stating that failure of the insurer to mail written notice of cancellation imposes no obligation, and to delete the word "endeavor' with regard to any notice provisions.

By signing this form, the Proposer certifies that it has read, understands, and will comply with these insurance requirements if it is selected as the City's consultant. Failure to provide this form may render the Proposer's proposal
0 nonresponsive."
01/07/2025
Date Proposer
Epic Land Solutions, Inc (EPIC) has respectfully noted one (1) exception to this Exhibit C ln the body of our Technical Proposal as specified by the City per our submitted inquiry, EPIC can confirm that we currently meet all insurance requirements requested on th1s form and have thus signed the form. 30 247
RFQ NO. PW 24-11

SUBMIT WITH PROPOSAL

LIST OF SUBCONTRACTORS AND OFF-JOB FABRICATORS
Contractor's Name Epic Land Solutions, Inc.

ListinQ must comolv with the provisions of Public Contract Code & 4104.

Name of PWC CSLB Address Items of Work
Subcontractor Number Number
or Off-Job Fabricator
CBRE, Inc. PW-LR-1000997 828 N/A 5921 Owensmouth Ave .. Real Estate Appraisal/Appraisal (DIR No.) Woodland Hills, CA 91367 Review
If more space is needed, attach additional sheets.

Public Contract Code § 4104 provides that bidders must list:
(a)(1) The name, the location of the place of business, and the California contractor license number of each subcontractor who will perform work or labor or render service to the prime contractor in or about the construction of the work or improvement, or a subcontractor licensed by the State of California who, under subcontract to the prime contractor, specially fabricates and installs a portion of the work or improvement according to detailed drawings contained in the plans and specifications, in an amount in excess of one-half of 1 percent of the prime contractor's total bid or, in the case of bids or offers for the construction of streets or highways, including bridges, in excess of one-half of 1 percent of the prime contractor's total bid or ten thousand dollars ($10,000), whichever is greater.

Per Public Contract Code §4104, Contractor's bidding on public projects are required to list above California contractor license numbers and DIR registration numbers for all subcontractor's performing work in excess of one-half of one-percent of the contract's value. 14 248
RFQ NO. PW 24�11

SUBMIT WITH PROPOSAL

STATEMENT OF PROPOSER'S QUALIFICATIONS AND REFERENCES
The Proposer is required to state the Proposer's financial ability and a general description of similar work performed.

Number of years engaged in providing the work included within the scope of the specifications under the present business name: 24 years
List and describe fully a minimum of five projects performed by your firm within the last five years, which demonstrate your ability to complete the work included within the scope of the specifications and where the Proposer has performed work in providing architectural designs of libraries and library areas, particularly in Ventura County's jurisdiction with government agencies similar to the Simi Valley Public Library. Attach additional pages if required. The City reserves the right to contact each of the references listed for additional information regarding your firm's qualifications.

Reference No. 1
Customer Name: _C_il.;_y _of_F_o _nt _an_ a _______________________ _ Contact Individual: Jazmine Pena, Associate Engineer
Address: 8353 Sierra Avenue, Fontana, CA 92335
Phone No . ..:.<9_o--'9)_3 _so_-6_6 _4s ____ _
Contract Amount: $201,425 Year: 2021- 2023 -------------- Des c rip ti on of work done:

Right of Way Acquisition Services for similar municipal public infrastructure improvements as anticipated for the City of Simi Valley unde this on-call, Safe Routes to Sctiool Pedestrian Improvements. Impacts Included 56 temporary construction easements and 18 permanenl easements, Reference No. 2
Customer Name: City of Barstow
_,;._ __________________________ _
Contact Individual: Brad Merrell, Consulting City Engineer Phone No . ..:.<7_6_;0);_9_ 0_0-_75_2_6 ____ _ Address: 220 E. Mountain View Street, Suite A, Barstow, CA 92311 Contract Amount: $566,500 Year: _2_01_3_-_20_ 20 _______ _ Description of work done:

Federally and locally funded public infrastructure project replacing North First Avenue Bridge, where EPIC provided comprehensive right of way acquisition, relocallon, and uUliiy coordination all to Caltrans standard. Impacts Included 21 properties, 12 relocations, and 11 utilities.

Reference No. 3
Customer Name: City of Lake Elsinore
_,;._ __________________________ _
Contact Individual: Remon Habib, PE, City Engineer
Address: 130 S Main Street, Lake Elsinore, CA 92530
Phone No. (951) 67 4-312 4, ext. 213
Contract Amount: $152.469 Year: 201 s-2 022-------------- Des c rip ti on of work done:

Comprehensive right of way acquisition services including title review, appraisal, and acquisition negotiations forTemescal Canyon Bridge Replacement over Temescal Wash. EPIC's in-house utility department was also involved. All processes adhered to Caltrans guidelines. 13 249

APPENDIXB
Key Staff
Resumes
250
EPIC
EPIC LAND SOLUTIONS, INC.

YEARS OF EXPERIENCE
33 years (< 1 year with EPIC)
•

EDUCATION
B.A., Double Major Sociology and
Spanish Literature & Culture, Minor in
Computer Science (Programming), San
Diego State University, San Diego, CA

COURSEWORK
California Department of
Transportation (Caltrans) coursework,
including 2-week Right of Way
Academy and numerous courses by
State personnel
Personally taught course at Caltrans
Right of Way Academy and Local
Programs, Acquisitions, Relocation
Assistance Program, and Utility
Relocation for Federal Aid Series (FAS)
Various International Right of Way
Association Coursework
....

LANGUAGE SKILLS
Bilingual (English/Spanish Fluency)

ROBERT ENRIQUEZ

SENIOR PROJECT MANAGER
Robert has 33 years of direct right of way experience working as a Right of Way Agent and Senior Right of Way Agent for the California Department of Transportation (Caltrans) District 7 and District 12. During his time there, he performed duties in planning and management, appraisals, acquisitions, condemnation, local programs, property management, excess land disposal, and business operations, often coordinating right of way efforts with design engineers, project managers, construction engineers, surveyors, and maintenance staff. Robert has worked on right of way projects throughout Riverside County, San Bernardino County, Orange County, Los Angeles County, Ventura County, and Sacramento/Yolo County. He has an in-depth understanding of Cal trans Right of Way Certification procedures paired with federal regulations from prior experience with the Federal Bureau of Land Management and the US Department of Agriculture, Department of Forestry .

NOTABLE PROJECT EXPERIENCE
Ramon Road Widening - San Luis Rey Drive to Landau Boulevard, Phase II, Cities of Cathedral City and Palm Springs, CA: Utilizing Federal Highway Administration (FHWA) Highway Bridge Program (HBP) funding, the Cities of Palm Springs and Cathedral City are widening Ramon Road from four to six lanes (three in either direction) between San Luis Drive in Palm Springs to just east of Landau Boulevard in Cathedral City (including widening, seismic retrofitting and new guardrails for the existing bridge passing over the Whitewater River). Robert is overseeing the negotiation of property rights required for construction purposes. Robert is performing all right of way tasks in accordance with the Uniform Act (UA), Caltrans Right of Way Manual, and Caltrans Local Assistance Procedures Manual (LAPM) standards for this off-state highway system project.

Cabrillo Boulevard and Replacement of UPRR Bridge Phase II, City of Santa Barbara, CA: This project will create a safe corridor for pedestrians and bicyclists and improve traffic congestion by making improvements along East Cabrillo Boulevard. The project will reconfigure the intersection of East Cabrillo Boulevard and Los Patos Way and will replace the existing UPRR Bridge. The project, primarily funded through Highway Safety Improvement Program grant and State Transportation Improvement Program funds, will construct a roundabout, widen the roadway, and improved pedestrian and bicycle facilities running beneath the UPRR Bridge along East Cabrillo Boulevard connecting to the waterfront. This project will require real estate valuations and acquisition/negotiations from up to three (3) entities and utility relocation coordination services. As a subconsultant to the design engineer, Robert will be overseeing negotiations with impacted property owners to obtain the necessary property rights .

Golden Avenue Bridge Widening, City of Placentia, CA: The City of Placentia is replacing the Golden Avenue Bridge and is seeking Real Property Easement Appraisal, Negotiation and Acquisition Services to facilitate the reconstruction. The project is funded with the Federal Highway & Bridge grant program (HBP) requiring adherence to all pertinent local, State, and Federal laws and regulations. Robert is supporting EPIC's right of way services necessary to clear the right of way for this bridge replacement project including appraisal and appraisal review coordination, title review, and acquisition negotiations for permanent easements and TCEs. The 251

ROBERT ENRIQUEZ I SENIOR PROJECT MANAGER
City also needs to revert and quitclaim old permanent and temporary easements previously negotiated with property owners.

Bonita School Road Bridge Replacement, County of Santa Barbara, CA: The Santa Barbara County Public Works Department proposes the replacement of the Bonita School Road bridge and embankment fill with a full span bridge.

Project components lnclude a new 2,321 foot-long, full span bridge. Roadway approaches to conform to the new b�idge profile and existing access roads. Modifications as required to levee ramps to maintain County Flood Control District access. The new brldge replcicement will include Americans with Disabilities Act-compliant pedestrian path separated on the bridge deck. The bridge deck will be approximately 48.5 feet-wfde and provide two 12-foot-wide traffic lanes (one each direction), two 8-foot-wide shoulders and one 5-foot-wide pedestrian path. As a subconsultant to the design engineer, Robert will be overseeing negotiations with impacted property owners to obtain the necessary property rights. Robert will submlt Caltrans Certification forms and document packet for this federal-aid project. c Line LRT Extension to Torrance, Los Angeles County Metropolitan Transportation Authority (LA Metro), Manhattan Beach, Lawndale, Redondo Beach, and Torrance, CA: LA Metro is extending the C Line light rail service from the current terminus in Redondo Beach Marine Avenue Station 4.6 miles to Torrance. This new light rail service will prov(de South Bay communities with a transit link to the greater Southern California transit network. The EPIC team previously supported the Alternatives Analysls (AA) and Supplemental Alternatives Analyses (SAA) phases by completing a right of way impact analyses based on alternative alignment designs which helped LA Metro and its design consultant understand, mitigate, and minimize property acquisitions and displacements associated with each alternative. Robert is currently supporting anticipated acquisition and relocation efforts as determined by EPICs ROW and GlS teams during the environmental analysis and ACE phase for the right of way impact analysis and final right of way cost estimate.

Santa Ana Trunk Sewer Rehabilitation, Orange County Sanitation District (OC San), Santa Ana, CA: EPIC worked with OC SAN acquiring temporary construction and access easements for rehabllltating and upgrading the Santa Ana Trunk Sewer Rehabilitation in Costa Mesa. The existing OC SAN easements did not allow for sufficient acce.ss to the site and the easements were not large enough to perform the work. EPIC's initial deliverables were appraisals determining Just Compensation where access and laydown was required from portions of commercial and industrial parcels. EP]C successfully completed this task in a short timeframe - within twenty-one (21) c3lendar days subsequent to contract award. To date, EPIC has negotiated and acquired the necessary property rights from the respective property owners without incurring delays to the construction schedule. Covenants, Conditions and Restrictions (CC&R) and related materials were analyzed and an approach for negotiating property interests was recommended. As Senior Project Manager, Robert is currently provlding additional acquisition support through obtainment of preliminary title reports (PTRs) and acquisition negotiations for additional identified TCEs.

PRIOR CAREER EXPERIENCE
Caltrans, Senior Right of Way Agent: In this role, Robert was dedicated to work with Caltrans Districts 7 and 12. His work durfng this time included reviewing and approving numerous Right of Way Certification packages for local agencies and local authorities. Additional experience during this time included coordination with the Federal Bureau of Land Management for emergency permits, the US Department of Agriculture, Department of Forestry for emergency situations and conversion of old Speclal Use Permits to Highway Easements, and right of way consultant oversight on the Gerald Desmond Bridge Replacement for Port of Long Beach.

Caltrans, Right of Way Agent: In this role, Robert performed duties in planning & management, appraisals, acquisitions, condemnation, local programs, property management, excess land disposal, and business operations, His work included projects In Ventura County, Los Angeles County, Orange County, San Bernardino County, Riverside County, and Sacramento/Yolo County. He often coordinated right of way efforts with design engineers, project managers, construction engineers, surveyors, and maintenance staff.

EPIC
252
EPIC
EPIC LAND SOLUTIONS, INC.

YEARS OF EXPERIENCE
21 (12 with EPIC)

LICENSURE
Real Estate Salesperson, CA #02004708
Notary Public, CA Commission
#2330562

CERTIFICATIONS
Senior Right of Way Professional
(SR/WA), International Right of Way
Association (IRWA)
Right of Way Negotiation/Acquisition
Speciallst Certification (R/W-NAC),
IRWA
Railway Worker Safety Training
Certificate, SCRRA/Metrollnk
(::)

ASSOCIATIONS
President, IRWA Chapter 57 Inland
Empire (2024-2025)
Former Events Chair, Board of
Directors, IRWA Chapter 57
Member, WTS Inland Empire chapter
..

EDUCATION
General Studies, Saddleback College,
Mlsslon Viejo & Mt. San Jacinto College

DARCY MENDOZA, SR/WA, R/W-NAC

ADVISORY MANAGER
As Regional Manager for EPIC's California operations, Darcy oversees numerous ROW agents and regional teams. She has been involved in all aspects of right of way project management through her 21 years of experience, including quality assurance and oversight of title examination, acquisition negotiations, escrow coordination, encroachment procedures, property management, surplus land sales, and relocation advisory services. Prior to EPIC, Darcy was a Title & Escrow Officer for a diverse range of customers throughout Southern California and has a strong understanding of complexities related to real property transacting. Darcy has supported the writing of regional right of way procedures for major public agencies such as Riverside County Transportation Commission (RCTC), illustrating her understanding of ROW regulations applicable to public agencies. She has provided long-term and interim property management services for over 500 properties acquired by RCTC and San Bernardino County Transportation Authority (SBCTA) over the past few years, coordinating a wide variety of tasks including lease/license management and routine site inspections for maintenance and safety. Her in-depth understanding of the life cycle of real property from cost estimation of acquisition through to surplus land sale and quitclaim deeds makes her a valuable advisory resource to clients and EPIC's ROW acquisition and relocation teams.

NOTABLE EXPERIENCE
Safe Routes to Schools (SRTS) Pedestrian Improvements, City of Fontana, CA: This federally funded project constructs continuous sidewalk facilities, ADA curb ramps, marked bicycle lanes, and enhanced pedestrian crossings with marking and signage to create safe pedestrian and bicycle routes that connect to local schools. Darcy is the advisor to the right of way acquisition team that provided the City with property acquisition services. Temporary Constriction Easements (TCEs) and permanent easement rights were required from 18 tax parcels owned by 16 entities, mostly residential owners. Tasks include title review, appraisal, appraisal review, acquisition negotiations, and escrow coordination in accordance with local and state guidelines. At the close of the project, Darcy provided quality oversight of the documentation package that the EPIC team will submit to obtain Caltrans Right of Way Certification clearance.

Temescal Canyon Bridge Over Temescal Wash Replacement, City of Lake Elsinore, CA: The City of Lake Elsinore is replacing the 97-year-old Temescal Canyon Bridge Over Temescal Wash. EPIC served as the right of way and utilities subconsultant to the design engineer on this project. EPIC performed comprehensive right of way acquisition services, including title review, title clearance, obtained real estate appraisal valuations, offer package preparation, and negotiations with property owners. As Lead Right of Way Acquisition Agent, Darcy negotiated with two (2) private interests to acquire property rights impacted by the planned project right of way and coordinated appraisals and appraisal reviews. Due to Caltrans funding oversight, all tasks were performed in accordance with Caltrans Local Assistance Procedures Manual (LAPM) and the Caltrans Right of Way Manual. 253
DARCY MENDOZA. SR/WA, R/W·NA.C I ADVISORY MANAGER
US-395 Widening Phase 2 Right of Way Services, San Bernardino County Transportation Authority (SBCT A), Victorville and Hesperia, CA: Phase 2 converts the two lanes of federal highway to four lanes and adds a raised median, turning lanes, and eight-foot shoulders across a 7-mile segment between 1-15 and SR-18 (Palmdale Road) in Hesperia and Victorville. EPIC is initiating the comprehensive acquisition program to process the possible 141 impacted tax parcels within the project area requiring partial right of way acquisition, with an actual expectation for approximately 83 larger parcels to be likely in-scope for acquisition. Darcy is playing a key project management role, overseeing completion of the numerous acquisition notrces, coordinating subconsultants, and making direct reports to SBCT A on project progress.

San Antonio Creek Channel Trail, City of Montclair, CA: The City of Montclair is planning to construct a multi-use trail along the San Antonio Creek Channel. The proposed design will build new multi-use trail facilities and walking paths along both sides of the Creek Channel spanning the entire western length of the City (approximately three miles). It is anticipated that this project will utilize federal aid to fund the construction phase. Partial fee acquisitions, permanent easements, and/or temporary construction easements are required from private and public property owners adjacent to the creel< channel. Darcy is overseeing EPIC's right of way team and subconsultants to deliver comprehensive right of way acquisition services to obtain easements from up to 37 private property owners to clear the property rights in the creek channel on behalf of the City. Servlces will include Right of Way Project Management, Appraisal and Appraisal Review, Acquisition Negotiations, Title and Escrow coordination, optional Condemnation Support, and Caltrans Right of Way Certification. EPIC is following federal aid requirements for the right of way process, as defined by the Cal trans Local Agency Procedures Manual (LAPM) and Caltrans Right of Way Manual.

Bundy Canyon Road & Scott Road Widening, City of Menifee, CA: Bundy Canyon/Scott Road is a two-lane rural corridor in southwest Riverside County between Interstate 15 and Interstate 215, With partial funding from the Western Riverside Council of Governments (WRCOG), the City of Menifee in partnership with the City of Wlldomar is widening this three-mile corridor to six lanes from Haun Road to city limits at Sunset Avenue to improve safety and traffic flow.

EPIC performed an informal cost estimate for the three full take improved properties including estimated relocation costs. Darcy is managing the right of way agent and utility coordination teams at EPIC as they acquire rights to 60 property interests and over 30 utility facilit1es in conflict with the planned road widening. The City is applying for additional funding through federal grant programs.

Riverside Avenue Bridge Widening Over Union Pacific Railroad (UPRR) (aka 1-10 & Riverside Avenue Freight Improvement Project), City of Rialto, CA: Various industrial facilities are located along the corridor from the City of Rialto to the County of Riverside, generating significant freight traffic on Riverside Avenue that traverses the bridge and underneath it on the railroad. The bridge was built in 1959 and has proven to be a vltal segment of the regional trade network for Los Angeles and Long Beach ports. The purpose of the project is to relieve congestion, Improve throughput, reliability, and multi-modal accessibility along the corridor. As subconsultant to the design engineer, EPIC is providing comprehensive right of way services for this federally funded project. Agency coordination services may also be required to obtain any necessary permissions, permits, or agreements with San Bernardino County Flood Control District (SBCFCD), Caltrans District 8, and UPRR for the City to construct the project.

Base Line Bridge over City Creek, City of Highland, CA: The City of Highland {s replacing and widening the Base Line Bridge over City Creek to provide adequate clearance for the creek to flow underneath and maintain safe access through the project area on a roadway that meets adopted City standards. EPIC is teamed with the Design Engineer to acquire property rights from six (6) parcels owned by San Bernardino County Flood Control District. As the project starts, Darcy is supporting with the obtaining of preliminary title reports and coordination of EPIC's appraisal division to align project milestones.

Riverside Drive Capital Improvement Project, City of Chino, CA: As part of EPIC's on-call right of way services contract with the City of Chino, Darcy negotiated with 34 property owners to obtaln dedicatlons for ADA ramp and s1dewa1k compliance in this resurfacing project. Several Southern California Edison poles will also need to be relocated as part , EPIC
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EPIC
EPIC LAND SOLUTIONS, INC.

YEARS OF EXPERIENCE
21 (7 with EPIC)

LICENSURE
Real Estate Broker, CA #01238022
Notary Public, CA Commission
#2392145
•

EDUCATION
International Right of Way Association
{IRWA) Coursework
....

LANGUAGE SKILLS
Bilingual (English/Spanish Fluency)

MARIA SAUZA, CA BROKER

SENIOR ACQUI SITION AGENT
With over 550 successful acquisitions and relocations completed throughout her career, Maria is a successful negotiator who treats all stakeholders with respect and ensures that all paperwork is completed on time and properly filed. She has worked with a wide variety of clients throughout California including municipalities, transportation agencies, housing authorities, school districts, and public utility companies. Maria is fluent in Spanish allowing her to better serve communities facing acquisition and displacement for public infrastructure projects. She has supported numerous federally funded projects involving Caltrans oversight or property impacts and regularly refers to the Caltrans ROW Manual and LAPM, ensuring her acquisition diaries and all other related documentation are completed to the latest Caltrans standards. This experience is further bolstered by Maria's Real Estate Broker license, demonstrating her thorough understanding of transacting real estate in both complex and straight­ forward projects.

NOTABLE PROJECTS
North First Avenue Bridge Replacement Over BNSF Rail Yard, City of Barstow, CA:

Utilizing Caltrans Highway Bridge Program funds, the City is replacing the bridge to correct structural deficiencies. As Senior Acquisition and Relocation Agent, Maria provided title reports review, appraisal coordination, and acquired temporary construction easements, full and partial rights to 21 commercial, residential and vacant properties. Maria also assisted the relocation of an automotive repair business, eight residential households, and one billboard.

Active Transportation Program (ATP) for Ojai Ave (SR-150) and Maricopa Highway (SR-33), City of Ojai, CA: Working in close coordination with the City of Ojai, Maria is supporting the EPIC team providing comprehensive right of way services for this federally funded mobility improvement project in Ventura County. EPIC consulted the City's project team regarding project funding considerations, Caltrans compliance, right of way cost estimates, utility coordination, title clearance, appraisals, and acquisition negotiations to obtain rights to 29 property interests that will be impacted by the construction of bike lanes, pedestrian, and transit facilities.

Ramon Road Widening, Cities of Palm Springs and Cathedral City, CA:. EPIC provided comprehensive right of way services for this Federal Highway Bridge Program-funded project to widen Ramon Road between San Luis Rey Drive and Landau Boulevard. As Senior Agent, Maria acquired rights to 26 property interests, including Bureau of Indian Affairs tribal land, in accordance with the Uniform Act.

Mount Vernon Avenue Viaduct Replacement Over BNSF lntermodal Yard Program/Construction Management (PCM), San Bernardino County Transportation Authority, San Bernardino, CA: Maria was the Senior Acquisition and Relocation Agent for the right of way program in this $140 million Design/Build viaduct replacement project owned by SBCTA. Maria provided title clearance, acquisition negotiation, and Spanish language translation for property owners and tenants. Maria was key to delivering a seamless relocation assistance program for 43 residential households displaced by the project right of way.
255
MARIA 3AUZA, CA BROKER I SCNIOrl ACQUl!JITION AGCNT
US-395 Widening Phase I Right of Way, San Bernardino County Transportation Authority, Adelanto and Victorville, CA: Maria was the Senior Acquisition and Relocation Agent for this federally funded and Caltrans on-system project involving 62 parcel acquisitions. Maria supported the initial community outreach effort, title and escrow coordination, and personally negotiated with over 30 property owners. This project was awarded "2021 Project of the Year" by the WTS Inland Empire Chapter.

Costa Mesa Freeway (State Route 55) Improvement Project, from Interstate 405 to Interstate 5, Orange County Transportation Authority, Santa Ana, Irvine and Tustin, CA: The SR-55 between 1-405 and 1-5 has four general purpose lanes, one carpool lane and some auxiliary lanes in each direction. The heavy congestion on SR-55 is expected to increase with future demand. This project adds one general purpose lane, one carpool lane and auxiliary lanes in each direction of this stretch of the freeway to reduce congestion and increase capacity. The project is funded through OC Go (formerly Measure M) in cooperation with Caltrans and federal funds. EPIC is the sole•source right of way consultant to OCTA finishing the right of tasks for 20 acquisition files, up to six relocation cases, and several utility relocations. As a Senior Right of Way Agent on this project, Maria is performing acquisition negotiations to acquire rights to 20 property Interests. Marla is also performing relocation assistance adv1sory services for several non-residential tenants, including industrial business tenants (a shower door manufacturer and a deep cleaning operation) and a general contracting business.

West Valley Connector Bus Rapid Transit (BRT) Segment 4 Right of Way Phase, San Bernardino County Transportation Authority, Pomona, Montclair, and Ontario, CA: Maria supported the EPIC team with relocation planning services and relocation advisory services for 25 non-residential and residentfal tenant displacements in this project, as well as as-needed property rights acquisition support. This project is funded through the Federal Transit Administration (FfA) and Maria is maintaining documentation for the relocation program in compliance with FTA guidelines. ,
EPIC
256
EPIC
EPIC LAND SOLUTIONS, INC.

YEARS OF EXPERIENCE
11 (2 with EPIC)

LICENSURE
Real Estate Salesperson, CA #01936746
(expires 10-10-2025)
•

EDUCATION

8.A., Business Administration, California
State Polytechnic University, Pomona
*

ASSOCIATIONS
Member, National Association of
Realtors
Member, Orange County Association of
Realtors

CHRISTINE WASFI

ACQUISITION AGENT
Christine is a licensed California Real Estate Salesperson and Right of Way Agent who brings prior experience as a project administrator for a construction company and a real estate agent for an investment company. Both roles have granted her in-depth understanding of schedule coordination with multiple stakeholders, calculating estimates for work anticipated, maintaining documentation to best practice standards, and negotiating with many different parties to resolve conflict and secure appropriate documentation. Christine is a talented negotiator, working professionally and patiently with residents from various backgrounds to resolve conflicts and questions while reaching amicable agreements for parties involved.

She has supported multiple Caltrans oversight projects during her time at EPIC and is eager to support the City on task order projects for this on-call contract.

NOTABLE EXPERIENCE
Mount Vernon Avenue Bridge over Union Pacific Railroad (UPRR) Widening Project, City of Colton, CA: The City of Colton is utilizing federal funds to widen and make structural integrity improvements to the Mount Vernon Avenue Bridge as it crosses over Union Pacific Railroad tracks. EPIC is providing acquisition services for eight (8) individual property owners impacted by the project, including Union Pacific Railroad (UPRR), City of Riverside, and Pacific Fruit Express Company. Christine is supporting acquisition negotiations and escrow coordination for Permanent Easements, Fee Acquisitions and Temporary Construction Easement (TCEs) that need to be obtained to construct the planned improvements.

Interstate 10/Mt. Vernon Avenue Improvement Project (On-Call Right of Way Services task order #13), San Bernardino County Transportation Authority (SBCTA), Colton, CA: SBCTA is working in coordination with the City of Colton and Caltrans District 8 to improve Mt. Vernon Avenue over 1-10 and reduce congestion along the surface street and mitigate back-ups on the 1-10 eastbound ramps. Christine is part of the team delivering professional ROW services to acquire land rights to 11 commercial and industrial properties impacted by the proposed project.

Commercial uses impacted include two gas stations, two used auto sales businesses, a restaurant, and two commercial retail suites. Christine coordinated title and escrow, appraisal services, prepared offer packages, and negotiated with property owners in accordance with guidelines set forth by Caltrans LAPM and Caltrans ROW Manual.

Fontana Safe Routes to Schools (SRTS) Pedestrian Improvement, City of Fontana, CA: This federally funded project constructs continuous sidewalk facilities, ADA curb ramps, marked bicycle lanes, and enhanced pedestrian crossings with marking and signage to create safe pedestrian and bicycle routes that connect to local schools. Christine was a right of way agent who worked on behalf of the City to complete negotiations with residential property owners and escrow coordination to acquire Temporary Constriction Easements (TCEs) and permanent easement rights from 18 tax parcels owned by 16 entities. Christine's tasks included title review, offer package preparation, acquisition negotiations, and escrow coordination in accordance with local and state guidelines. 257
Cllf1t5TINC WASr1 I ACQUISITION AGENT
Perris Valley Storm Drain (PVSD) Channel Trail Phase 2, City of Perris, CA: The PVSD Channel Trail Project builds nine miles of walking trails and bicycle path facilities along the PVSD channel from the north end near Harley Knox Road to the South Perris Metrollnk commuter rail station south of 1-215. EPIC is performing the right of way clearance tasks for Phase 2, which extends trall facilltles 3.1 mlies from the existing Nuevo Road terminus to the South Perris Metrolink Station. Christine finalized negotiations, property conveyance documentation, and escrow coordination to acquire permanent fee acquisitions and easements on behalf of the City. Stakel1olders lnclude an agricultural grower, Caltrans District 8, Riverside County, Riverside County Flood Control and Water Conservation District (RCFCD), and Riverside County Transportation Commission (RCTC). Due to federal funding, Christine assisted with project file close­ out for Caltrans Right of Way Certification with District 8.

Inglewood Transit Connector (ITC) Project, City of Inglewood, CA: The Inglewood Transit Connector Project is a 1.6· mile (2.6 km) fully elevated, automated guideway transit system proposed in Inglewood, California that will connect the Downtown Inglewood station on the K Line of the Los Angeles Metro Rail system to the major sports and entertainment venues. Chrlstlne and the EPIC team are pre-qualified to perform on-call right of way acquisition and relocation tasks for the ITC project. For Contract Task Order #2, Christine is supportlng preparation of acquisition offer packages for the five (S) non-residential tax parcels impacted.

Club Drive Complete Streets Improvements, City of Indian Wells, CA: This project impacted two property interests on the northeast corner of Sandpiper Drive and Club Drive in the project area, south of Highway 111. As the right of way agent for the project, Christine supported the preparation of acquisition offer packages and coordinated with impacted property owners to obtain temporary construction easernents (TCE), permanent sidewalk easements, and partial fee acquisitions.

Murrieta Creek Trail PS&E, City of Lake Elsinore, CA: EPIC is currently providing comprehensive ROW acquisltiOn services for the four anticipated parcel impacts for this ATP-funded new regional multi-use trail construction. EPIC is in the process of conducting full acquisitions in fee, temporary constrl.Jction easements, and permanent easement rights. Additional effort is being anticipated for coordination with Elsinore Valley Municipat Water District to review existing sewer easements and obtain an inter-agency agreement. As ROW Agent, Christine is supporting the EPIC team providing comprehensive ROW acquisition services for the four anticipated parcel Impacts.

Plans, Specifications & Estimates (PS&E) for Ojai Avenue (State Route 150) and Maricopa Highway (State Route 33) Active Transportation Program (ATP), City of Ojai, CA: EPIC is performing comprehensive right of way services for this grant-funded mobility improvement project In Ventura County to construct bike lanes, pedestrian, and transit facilities.

Christine is a Right of Way Agent on this project performing acquisition negotiations to acquire rights from up to 29 entitles providing oversight of the utility coordination process. Tasks include title clearance, appraisal coordlnatlon, and acquisltion negotiations with property owners. Ail tasks are performed in compliance with Caltrans Right of Way Manual and Local Assistance Procedures Manual (LAPM) in order to obtain Caltrans Right of Way Certification.

Yucca Loma Elementary School Safe Routes to Schools (SRTS) Improvements, Town of Apple Valley, CA: Christine was the right of way agent who performed negotiations with property owners to acquire easement rights for the project.

Tasks and deliverables included appraisal coordination and review of the appraisal report, title examination, preparation of offer packages, preparation of grant deeds for conveyance of property rights, and escrow coordination support. In accordance With grant aid requirements, documentation is following the Caltrans Right of Way Manual and Caltrans Local Assistance Procedures Manual (LAPM) guidelines.

US-395 Widening Phase 2 Right of Way Services, San Bernardino County Transportation Authority (SBCT A}, Victorville and Hesperia, CA: Phase 2 converts the two lanes of federal highway to four lanes and adds a raised rnedian, turning lanes, and eight-foot shoulders across a ?-mile segment between 1-15 and SR-18 (Palmdale Road) In Hesperia and Victorville. EPIC is initiating the. comprehensive acquisition program to process the possible 141 impacted tax parcels wlthin the project area requiring partial right of way acquisition, with an actual expectation for approximately 83 larger parcels to be likely ln-scope for acquisition, Christine has been a key player in sending out many concurrent acquisition notices to impacted property owners to ensure project timeline remains on schedule. , EPIC .. ,, ..
258
EPIC
EPIC LAND SOLUTIONS, INC.

YEARS OF EXPERIENCE
37 (8 with EPIC)

LICENSURE
Certified General Real Estate
Appraiser, CA #AG003087
Certified General Appraiser,
UT #5465331-CG00

CERTIFICATIONS
MAI Designated Member, Appraisal
Institute, #9745
c-::>

ASSOCIATIONS
Officer, San Diego Chapter of the
Appraisal Institute
..

EDUCATION
Graduate Coursework, San Diego State
University
B.S., Financial Planning & Counseling,
Brigham Young University

CAL TRANS QUALIFIED APPRAISER
Highly experienced meeting Caltrans
appraisal requirements

KENT CARPENTER, MAI

SENIOR APPRAISER
Kent J. Carpenter has over 37 years of experience in the valuation of residential, commercial, industrial, agricultural, and special purpose properties in California.

Prior to joining EPIC, Kent worked as Managing Director for the San Diego offices of Hilco Real Estate Appraisal and Grubb & Ellis Landauer Valuation Services.

Additionally, he was an owner/partner at a top San Diego County appraisal firm - Lipman, Stevens & Carpenter, Inc. Kent's extensive experience includes expert witness testimony in federal bankruptcy court, San Diego Superior Court and arbitrations/depositions involving real estate values. Clients include government entities, financial institutions, accounting firms, insurance companies, law firms, developers, and private property owners. He has provided appraisal and appraisal review services for numerous public infrastructure projects for municipalities, counties, and public agencies alike throughout Southern California.

NOTABLE ASSIGNMENTS
Lakewood Boulevard and Florence Avenue Intersection Improvements, City of Downey, CA: As the subconsultant to the design engineer, EPIC provided comprehensive right of way services to appraise and acquire rights to eight (8) private interests impacted by the project. Property rights being sought for dedication to the City include temporary construction easements and partial takes. Complexities in this project include acquiring partial property dedications from a parcel being used as an Arco Service Station.

Del Monte and Chester Surplus Land Appraisals, City of Pasadena, CA: The City requested Kent to complete a restricted appraisal report for potential disposition of the surplus land properties. Based on the non-conforming size of the parcels and inability to develop them independently, the highest and best use was determined to be for continued current use as assemblage with the adjoining parcels for single­ family use.

Whittier Boulevard and Santa Fe Springs Road Intersection Improvements, Los Angeles County Metropolitan Transportation Authority (LA Metro), Whittier, CA:

LA Metro is improving the intersection of Whittier Boulevard and Santa Fe Springs Road in Whittier by increasing operational capacities, signal and signage upgrades, and installing pedestrian and bicycle safety facilities. The high-capacity intersection in the heart of Whittier connects a vital commercial corridor with residential areas and is close to regional hospitals. Senior Appraiser, Kent Carpenter, MAI, was awarded this contract under LACMTA's on-call real estate appraisal services bench to appraise four (4) properties for planned temporary construction easement (TCE) acquisitions at the intersection. Kent provided fee simple Market Values of the four subject parcels, which included developed commercial and retail properties.

North First Avenue over BNSF Rail Yard Bridge Replacement, City of Barstow, CA:

The North First Avenue Bridge over BNSF Rail Yard is 83 years old and considered functionally obsolete. It currently has just two lanes, no shoulder and a three-foot narrow walkway on only one side. Utilizing Caltrans Highway Bridge Program funds, the City is replacing the bridge to correct structural deficiencies. For this project, EPIC provided full-service right of way and property management services in 259
KCNT CAIU'ENTEfl. MAI I SENlOR APPR/\ISER
compliance with Caltrans District 8 regulations. EPIC provided right of way cost estimates, title clearance, appraisal coordination, negotiations to acquire rights to 21 commercial and residential properties, and relocation assistance services for 11 residential homes and one automotive repair business displaced by the bridge recohstruction. Kent completed 16 appraisal reports for this project involving a wide variety of private citizen owners.

Temescal Canyon Bridge over Temescal Wash Replacement, City of Lake Elsinore, CA: Senior Appraiser. The City of Lake Elsinore is replacing the 97-year-old Temescal Canyon Bridge Over Temescal Wash. The intent of this project was to construct a new 4-lane, 98 feet wide, 3 75 feet long bridge along the realigned portion of the existing Temescal Canyon Road. This project required the acquisition of two habitat conservation easements, five slope easements, one road easement and four temporary construction easements. Due to Cal trans oversight and Highway Bridge Program (HBP) funding, all tasks were performed in accordance with Caltrans Local Assistance Procedures Manual (LAPM) and the Cal trans Right of Way Manual. Kent completed two (2) appraisals for the 1mpacted commercial zoned properties and successfully coordinated with the appraisal reviewer to make necessary revisions, Golden Avenue Bridge at Carbon Canyon Creek Replacement, City of Placentia, CA: This CIP project constructs street improvements to provide a second leh turn lane for all legs of the intersection of Los Alisos Boulevard and Muirlands Boulevards and striping modifications. The project also widens the bridge structure on Muirlands Boulevard crossing Aliso Creek and provides striping and visib11ity modifications for bike lanes and pedestrian sidewalk crossings. EPIC's tasks include Right of Way and Utility Cost Estimate (Cal trans Data Sheet Exhibit 17-EX-21) and negotiations to acqu1re permanent real estate interests and temporary construction easements (TCEs) from five (5) property interests including two owned by Orange County Flood Control District (OCFCD), one owned by Saddleback Valley Unified School District, and two single family residential properties. For this project, Kent completed four (4) appraisal reviews of properties impacted, including two located in Placentia and two in neighboring Yorba Linda.

Euclid Street & Glenoaks Avenue Improvements, City of Anaheim, CA: The City of Anaheim secured Highway Safety Improvement Program (HSIP} federal aid and local funding to complete road safety improvements along Euclid Street from Crescent Avenue to Glen oaks Avenue. The City awarded EPIC a contract to acquire property rights for Temporary Construction Easements (TCEs) required to modify sidewalks and curb ramps. As the City's on-call right of way consultant, EPIC was enllsted to review title reports, complete appraisal waiver valuations, and negotiate with property owners to acquire four (4) temporary constructton easements. As a Caltrans Local Assistance project, valuation and acquisition have been performed in accordance with Cal trans Right of Way procedures and wlll require Certification from Caltrans District 12 at the close of the project. Kent completed four (4) appraisal waivers for the temporary construction easement impacts on this Cal trans Local Assistance project.

Oso Pkwy & Antonio Pkwy Intersection Improvements, County of Orange, Rancho Santa Margarita, CA: This roadway improvement project includes addlng a soutl1bound through-lane on .Antonio Parkway, an eastbound through-lane on Oso Parkway, and a left-turn lane from Antonio Parkway to westbound Oso Parkway. Kent Carpenter, MAI, completed two appraisal reviews on behalf of the County for properties impacted by a temporary construction easement at the project intersection. He found them to be satisfactory within the requested 3-week timeframe.

Santa Gertrudis Creek Trail, Phase II, City of Temecula, CA: The City constructed a bicycle/pedestrian multi-use trail undercrossing for the existing Santa Gertrudis Creek Trail. The undercrossing improves safety at this location by removing the need for an at-grade crosslng of the heavily traveled Margarita Road, which is a four-lane divided collector roadway. EPIC performed title review, appraisal oversight, acquisition negotiation, utility coordination, escrow services, and file closeout. As Senior Appraiser, Kent provided appraisal review services for four appraisal reports produced by a thlrd-party appraiser for four separate parcels considered for impact on the project.

Appraisal Report for Tangerine Avenue Improvement Project, City of Chino, CA: As the on-call right of way consultant to the City of Chino since 2018, Kent was enlisted to provide a fair market value appraisal of a residential property located at 6208-6210 Chino Avenue. The intended use of that appraisal report was for making an offer to acquire easement interests from a portion of the subject property in fulfillment of the Tangerfne Avenue Improvement Project. The appraisal was presented in an Appraisal Report format as defined by USPAP Standards Rule 2-2a.

EPIC
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PROFILES
Professional Affiliations
/ Accreditations
- Member: Appraisal Institute
- Designation: A.ppraisal Institute -
General Review Specialist (Al·GRS)
- Fellow: Royal Institution of
Chartered Surveyors
- Member: The Counselors of Real
Estate
- Member: International Right of Way
Association
- License: California State Certified
General Real Estate Appraiser
- Certified: Uniform A.ppraisal
Standards for Federal Land
Acquisitions (Yellow Book)
Education
- M.B.A., Pepperdine University
- 8.S., Kinesiology, University of
California, Los Angeles
- Certified by the Appraisal
lnstitute's program of continuing
education for its designated
members.

CBRE

VALUATION & ADVISORY SERVICES
Beth B. Finestone, MAI,

AI-GRS, FRICS, CRE
Executive Vice President
5921 Owensmouth Avenue, Woodland Hills, CA 91367
T • 1 818 251 3669
E [email protected]
Professional Experience
Beth B. Finestone, MAI, AI-GRS, FRICS, CRE, is an Executive Vice President for CBRE's Valuation & Advisory Services (VAS). She has been appraising in Southern California since 1981, specializing in valuation and consulting services related to public agency and right-of-way clients and for major investment-grade commercial properties and special purpose properties. She also has extensive expertise in valuing large tracts of land for conservation, mitigation and other purposes.

Ms. Finestone's clients include public agencies, right-of-way firms, lenders, institutional investors, major corporations, law firms, and individual property owners. Her services include a wide range of specialized studies including ground lease rent studies, partial interest acquisitions. value diminution (from both internal and external influences), market demand, feasibility, severance damages and project benefits, investment analysis. assessment allocation. reuse analysis, and the valuation of partial interests including leasehold, leased fee, possessory interests, and minority interests.

She is experienced in valuing full and partial acquisitions related to eminent domain actions. These services Include the valuation of fee acquisitions, permanent and temporary easements, including the appraisal of railroad and other types of corridors, pipeline easements and transmission line easements.

She has been a featured speaker at Appraisal Institute, International Right of Way, and legal functions. She was the 2019 President of the Southern California Chapter of the Appraisal Institute, the largest chapter in the country.

Beth was previously a Managing Director for and a principal of lntegra Realty Resources - Los Angeles. In addition, she was the Executive Director of lntegra Realty Resources - Orange County. During her career, she has held senior positions with Finestone & Associates and Cushman & Wakefield.

Ms. Finestone will have 15% availability for the on-call contract with the City of Simi Valley in support of the City of Simi Valley's Request for Qualifications (RFQ) for On-Call Real Property Services, RFQ No. PW 24-11.
«;17.021, CBRE. INC
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PROFILES CBRE
Recognition
Los Angeles Business Journal 2009 Nominee for Executive of the Year - Women Making a Difference, May 2009 Designated one of Real Estate Southern California's 2006 Women of Influence. October 2006
Seminar Presentations
Corridors, Crops & Condemnation (JRWA National Conference in San Diego, June 2015) Emi,>ent Domain Appraisals: Pitfalls & Value-Added Services (RIGS - Southern California Chapter. CPD Presentation.

April 16. 2015)
Government Buildings (Appraisal Institute, Special Purposes Seminar. July 15, 2014) The Trouble with Ignoring Building Code Violators (SCCAI 1,3"J Annual Litigation Seminar, Moderator, November 15, 2013)
Conflicting Mandates & l11struct1ons Between USPAP. Ye/low Book. & Ca/trans Appraisal Guidelines (IRWA Annual Valuation Seminar, April 24, 2012)
C11rrent Issues in Real Estate Appraisal (Lorman Education Services, live audio conference. Marr.h 8, 2012) The Role of the Appraiser In Construction Defect Litigation: Measuring Damages from Construction Defects (MCLE­ approved presentation, January 11, 2012, March 4, 2010, and February 10, 2010) Expert Testimony
Ms. Finestone has qualified as an expert witness in real estate matters and has testified before:

Superior Courts: Los Angeles and Orange Counties
Arbitration Hearings: Los Angeles County
fax Appeal Boards: Los Angeles and San Diego Counties
Representative Appraisal Assignments
Appraisal of 50+ single-family residences (SFRs) impacted by the 1-405 Widening Project in Costa Mesa. The acquisitions all involve temporary construction easements (TCEs). This assignment required an analysis of temporary ,everance damages due to impacts to rear yards as well as a valuation of all s1ce improvements in the TCE areas.

Appraisal of 50- commercial properties impacted by various types of partial acquisitions related to the l-t,05. Some of the appraisals were extremely complex with significant severance damage studies required.

Multiple appraisal assignments for LACM TA included:

Appraisal of a 125-acre parcal irnproved with iJ Class A. 12 sto1 y. medical oiftce bu1ld1ng ,�onst. ucted circa 1!;162. an adJacent ,me-story bank bu1!d1ng 3nd 3n art"lcl1ed fo1ir-sw1 y par1<1,1g str c1c1ure known as the Westwood Medical Plata. It 1s located along th,� p,oposod Purple I 1ne Subway Extension ProJecL Comdo1. spec1r1cally on Lhe no,theast comer of Wilshire Boulevard and Westwood Boulevard in the Westwood neighborhood within the City of l os Angeles As part of this pro1ecL LACMTA 1s seeking acquire vc1nous perrnanent and temporary prope1ry interests, and 10 relocate existing tenants w1tl11n the subject property The purpose of this appraisal was to estimate the fu11 market value oi the properly interests (Parts T9ken) to be acquued from the Large, Parcel and to rnake a dererm1nat1on as iO the 1n1pact of the proposed acqu1s1t1ons on the Remair1der Parr.el
Appraisal of Wilshire Federal Bwld1ng: Appraisal or a deep tunnel easement on 1he W1lsh11 e frontage 01 tne Federal Bu1ld1ng as part of LACMl A's Purple Line extension Cons1derat1on was given to the redevelopment potential of the site and Lhe benefits to the 1ema1nder. as well as to the value of the parts taken Appraisal 1nvolv1ng Lhe valuation of parual acqu1s1t1ons 1mpact1ng lhe Westf,eld Mall 1n Centu,y City as part or LACMl' As Purple Line extension This assignment was challenging with respect to valuing the underlying land assoc1a1ed Wlllt thtJ larger parcel. 1 he property 1s unique due to ,ts location and its s1Le Complex1t1es involved determining 1he numbe1 of trips allocated to the site as tl11s 1n pa1 l <.lnves land value Aqa1n, cons1derat1on was q1ven to damages ;inrt benP.flts, i!S well ns to the v,1luo of the par ls :.akcn
•<>Wit, CBRE, INC
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PROFILES CBRE
Appr.i1sal ot nurne1ous surt,.ir.c and sulJsurface acquIs,tIons were ,eqL11red on the Veteran·s AdmInIstrat1011 prof)P.rty tor tI1e construction of i3 subway sta11nn a11d tunnel easements for LACMTA's Purple Ltne S1gn1frca1't research was mquired 1 P.lat1ve to the VA spec1f1c plan and the h1ghesr and best use of the property Cons1der3t1on was gIveI1 to da1n,iges and proJr:<:t t,rwifits a" well dS the Vclluc of t11e pdrts ;icqu1red - Appraisal of 50� miles of pipeline easement running through UPRR and BNSF rail corridors in Urban Los Angeles.

Multiple appraisal assignments for RCTC included:

Appraisal or p,m::els urider moIe tt1on 50 separate owM1sh1ps affected ov ,1cqwsItI011s 'Ind easements [01 tlie SR 91 Corridor lnm1overnent Pt◊J!jt;t th1ot1gh t11t:i City of Co1ona !he complete summary appraisal repoIts and appraisal summary statements 111clutleci .:1 valuation of the properties 111 thl:l before amJ aflt!I con<.lIt1011 Some of the properues had s1gn1f1c�11l severance damage analyses due to loss of building 1111provements. parking, loading, etc.

C,t y of R1vers1de 69 kV Electrical T ransmIssIor1 Line ProJect lr11ttally valued 22 res,denttal and commerc,al properties 111 the CttY of Riverside. These oroperues all had a t11ree-fool-w1d,3 pa1tIal taking along their frontage to accommodate the construcuon of a 69 kV transmIssIon l111e This represented Phase One of thrs assignment Phase Two involved lhe parlidl taking of lend over seven properties owned by UCR for the consnucuon of a transmIssI011 line The final phase involved approx,rnately 100 properties or various types wh1d- were impacted by parual acquIsItIons for the construction of a transmIssIon line The final phase involved apprn�m,ately 90 p1011erll!'S ol v.111ous tyrei, wh1cl\ w,11 be 11nractecl by p,i, ual takes for the construction of a transmIssIon line.

Appraisal of in excess of 75 private properties on behalf of CHSRA. The property types included agricultural, commercial and residential. Most of the appraisals involved partial acquisitions. In addition, Ms. Finestone completed the appraisal of over 50 railroad corridor properties in conjunction with the high-speed rail project.

Appraisal of the Del Mar Falrgrounds, Racetrack, and Horsepark (450 acres of land and over 1.000,000 square feet In improvements) tor the California Department of Gen eral Services.

Completed an appraisal of a property that represents one of the largest parcels of undeveloped and unprotected coastal property in Southern California (Banning Ranch). Much of the site hatl been occupied by oil operations since the 1940's.

The appraisal of this property was very complex in that the highest and best use of the property was not clear at the onset of the assignment. This property consists of degraded wetlands, open space, and a small area With the potential for residential develop ment. The goal of this project was to prepare an appraisal for at:quisition purposes such that the buyer and seller could agree on a purchase price and pul the property under contract.

West Coyote Hills: Appraised Neighborhoods 1 and 3 of Vested Tentative Tract Map (VTTM) 17609. This is commonly referred to as Neighborhoods 1 and 3 of the West Coyotes Hills Property. Neighborhood 1 consists of 10.4:t. acres and was proposed for development with 16 residential units. Neighborhood 3 is 13.7± acres and was proposed for development with 59 residential units. Neighborhoods 1 and 3 were valued separately. The intended users of the report were the California State Coastal Conservancy. City of Fullerton, Wfldllfe Conservation Board, Rivers and Mountains Conservancy, California Department of Parks and Recreation, California Natural Resources Agency, and the US Fish and Wildlife Service. This report was prepared to Federal Standards in conformance with Yellow Book guidelines and the acqulsltron was made based on our appraisal.

Appraisal in Fresno County for the State Department of Water Resources. which included 22 permanent flowage easements and three partial fee acquisitions. Some of the proposed flowage easements overlapped e><isting road and utility easements which had to be considered. Due to the nature of the flowage easements, substantial severance damages accrued to the remainder parcels which had to be considered. This assignment also included the consideration of orchard and crop values.

Multiple appraisal assignments for the U.S. Department of the Interior, Appraisal and Valuation Services Office (AVSO) prepared to Federal Standards in accordance with Yellow Book guidelines. These were for acquisition purposes related to the San Joaquin River Restoration Project and for the acquisition land to be acquired for National Wilderness areas. 263
Thank you,
City of Simi Valley,
for reviewing our Technical Proposal!
EPIC

A CLS COMP ANY
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