Agenda 08/26/2008 (In Absentia)
Meeting Details
Page I of3
COLLIER COUNTY
BOARD OF COUNTY COMMISSIONERS
COMMUNITY REDEVELOPMENT AGENCY BOARD (CRAB)
AGENDA
August 26, 2008
9:00 AM
Tom Henning, BCC Chairman Commissioner, District 3
Donna Fiala, BCC Vice- Chairman Commissioner, District 1; CRAB Chairman
Jim Coletta, BCC Commissioner, District 5; CRAB Vice-Chairman
Frank Halas, BCC Commissioner, District 2
Fred W. Coyle, BCC Commissioner, District 4
NOTICE: ALL PERSONS WISHING TO SPEAK ON ANY AGENDA ITEM MUST REGISTER PRIOR TO SPEAKING.
SPEAKERS MUST REGISTER WITH THE COUNTY MANAGER PRIQRTO THE PRESENTATION OF THE AGEND,
ITEM TO BE ADDRESSED. ALL REGISTERED PUBLIC SPEAKERS WILL RECEIVE UP TO THREE (3) MINUTES
UNLESS THE TIME IS ADJUSTED BY THE CHAIRMAN.
COLLIER COUNTY ORDINANCE NO. 2003-53, AS AMENDED BY ORDINANCE 2004-05 AND 2007-24, REQUIRES
ALL LOBBYISTS SHALL, BEFORE ENGAGING IN ANY LOBBYING ACTIVITIES (INCLUDING, BUT NOT LIMITED
ADDRESSING THE BOARD OF COUNTY COMMISSIONERS), REGISTER WITH THE CLERK TO THE BOARD AT
BOARD MINUTES AND RECORDS DEPARTMENT.
REQUESTS TO ADDRESS THE BOARD ON SUBJECTS WHICH ARE NOT ON THIS AGENDA MUST BE SUBMITl
WRITING WITH EXPLANATION TO THE COUNTY MANAGER AT LEAST 13 DAYS PRIOR TO THE DATE OF THE
MEETING AND WILL BE HEARD UNDER "PUBLIC PETITIONS."
ANY PERSON WHO DECIDES TO APPEAL A DECISION OF THIS BOARD WILL NEED A RECORD OF THE
PROCEEDINGS PERTAINING THERETO, AND THEREFORE MAY NEED TO ENSURE THAT A VERBATIM RECOI
THE PROCEEDINGS IS MADE, WHICH RECORD INCLUDES THE TESTIMONY AND EVIDENCE UPON WHICH TH
APPEAL IS TO BE BASED.
IF YOU ARE A PERSON WITH A DISABILITY WHO NEEDS ANY ACCOMMODATION IN ORDER TO PARTICIPATI
THIS PROCEEDING, YOU ARE ENTITLED, AT NO COST TO YOU, TO THE PROVISION OF CERTAIN ASSISTAN(
PLEASE CONTACT THE COLLIER COUNTY FACILITIES MANAGEMENT DEPARTMENT LOCATED AT 3301 EAS
TAMIAMI TRAIL, NAPLES, FLORIDA, 34112, (239) 252-8380; ASSISTED LISTENING DEVICES FOR THE HEARIN
IMPAIRED ARE AVAILABLE IN THE COUNTY COMMISSIONERS' OFFICE.
LUNCH RECESS SCHEDULED FOR 12:00 NOON TO 1:00 P.M.
1. INVOCATION AND PLEDGE OF ALLEGIANCE
2. AGENDA AND MINUTES
3. SERVICE AWARDS: (EMPLOYEE AND ADVISORY BOARD MEMBERS)
A. Advisory Committee Service Awards
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8/26/2008
Meeting Details
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B. 20 Year Attendees
C. 25 Year Attendees
D. 30 Year Attendees
E. 35 Year Attendees
4. PROCLAMATIONS
5. PRESENTATIONS
6. PUBLIC PETITIONS
It!ttn 7 aIls! 8 tQJle h~J!rd no~oon!trJhan 1:1)0 p.m., unll1~$ othl1'....v}se noJ!tc/.
7. BOARD OF ZONING APPEALS
8. ADVERTISED PUBLIC HEARINGS
9. BOARD OF COUNTY COMMISSIONERS
10. COUNTY MANAGER'S REPORT
11. PUBLIC COMMENTS ON GENERAL TOPICS
12. COUNTY ATTORNEY'S REPORT
13. OTHER CONSTITUTIONAL OFFICERS
14. AIRPORT AUTHORITY AND/OR COMMUNITY REDEVELOPMENT AGENCY
15. STAFF AND COMMISSION GENERAL COMMUNICATIONS
...--------...------------------------------------------------------------------------------------------------------.--------------------------.------------.
16. CONSENT AGENDA - All matters listed under this item are considered to be routine and action will be taker
one motion without separate discussion 01 each item. II discussion is desired by a member 01 the Board, th
item(s) will be removed from the Consent Agenda and considered separately.
------------------------------------------------------------------------------------------------------------------------------------------------------------'
A. COMMUNITY DEVELOPMENT & ENVIRONMENTAL SERVICES
B. TRANSPORTATION SERVICES
C. PUBLIC UTILITIES
D. PUBLIC SERVICES
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Meeting Details
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E. ADMINISTRATIVE SERVICES
F. COUNTY MANAGER
Recommendation to Award RFP No. 08.5022 "Annual Contract for Right-ol-Way Acquisition anc
Real Estate Related Services" to HDR Engineering, Inc. Fiscal Impact: None.
COmments Att~chments
Recommendation that the Board 01 County Commissioners approves, and authorizes its Chairn
to sign, a Subrecipient Agreement providing Supplemental Disaster Recovery Initiative (DRI)
funding in the amount 01 $300,000.00 to Immokalee Helping Our People in Emergencies, Inc. (I
HOPE), to fund the construction 01 two owner-occupied, single-family homes to replace homes
severely damaged by Hurricane Wilma.
Comments Attachments
Recommendation to approve an Agreement for a temporary construction easement and other s
modifications necessitated for closure of one driveway and the modification to another drivewa
Mavrick House related to the expansion 01 Santa Barbara Boulevard Irom Davis Boulevard to n<
01 Golden Gate Parkway. Project No. 62081. Estimated fiscal impact: $27,957.00.
Comments Attachments
Recommendation to approve the proposed "No Parking" signs on Spanish Oakes Lane at Oake
Neighborhood Park.
Comments Attachments
G. AIRPORT AUTHORITY AND/OR COMMUNITY REDEVELOPMENT AGENCY
H. BOARD OF COUNTY COMMISSIONERS
I. MISCELLANEOUS CORRESPONDENCE
J. OTHER CONSTITUTIONAL OFFICERS
K. COUNTY ATTORNEY
17. SUMMARY AGENDA - THIS SECTION IS FOR ADVERTISED PUBLIC HEARINGS AND MUST MEET THE
FOLLOWING CRITERIA: 1) A RECOMMENDATION FOR APPROVAL FROM STAFF; 2) UNANIMOUS
RECOMMENDATION FOR APPROVAL BY THE COLLIER COUNTY PLANNING COMMISSION OR OTHER
AUTHORIZING AGENCIES OF ALL MEMBERS PRESENT AND VOTING; 3) NO WRITTEN OR ORAL OBJECTI
TO THE ITEM RECEIVED BY STAFF, THE COLLIER COUNTY PLANNING COMMISSION, OTHER AUTHORIZII
AGENCIES OR THE BOARD, PRIOR TO THE COMMENCEMENT OF THE BCC MEETING ON WHICH THE ITEI
ARE SCHEDULED TO BE HEARD; AND 4) NO INDIVIDUALS ARE REGISTERED TO SPEAK IN OPPOSITION.
THE ITEM. FOR THOSE ITEMS, WHICH ARE QUASI-JUDICIAL IN NATURE, ALL PARTICIPANTS MUST BE S'
IN.
18. ADJOURN
INQ!JIRIEllcONCEBNING CHANGESIQ THEJ~OARP'S AGEI'tPA SHOULD BE MADE TOTH_E COLJJ.jJY MANA(
QFFICEAT 252,8383.
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8/26/2008
2008 Executive Summaries approved in Board's absence
August 26, 2008 In Absentia Meeting
Page 1
Item 16F1, September 9, 2008
Approval of the following documents by the County Manager is subject to formal
ratification by the Board of County Commissioners. If the decision by the County
Manager is not ratified by that Board, the document(s) shall be enforceable
against Collier County only to the extent authorized by law in the absence of
such ratification by that Board.
A. Recommendation to award RFP No. 08-5022 "Annual Contract for
Right-of-Way Acquisition and Real Estate Related Services" to HDR
Engineering, Inc. Fiscal Impact: None.
B. Recommendation to approve an Agreement for a temporary
construction easement and other site modifications necessitated for
closure of one driveway and the modification to another driveway at
Mavrick House related to the expansion of Santa Barbara Boulevard
from Davis Boulevard to north of Golden Gate Parkway. Project No.
62081. Estimated fiscal impact: $27,957.00
C. Recommend approval of Change Order #1 for Agreement with Dia
Monde to increase international tourism marketing expenditures by
$16,000 for the balance of FY08 and authorize the Chairman to
execute Change Order #1.
D. Recommendation that the Collier County Board of County
Commissioners (BCC) ratify the Collier County Airport Authority's
approval of the attached Airport Authority Resolution No. 08-34 on
August 11, 2008 required by the United States Department of
Agriculture (USDA) to apply for and receive a Rural Business
Enterprise Grant (RBEG).
E. Recommendation that the Collier County Board of County
Commissioners approve a budget amendment in the amount of
$38,115 to fund engineering, surveying and ecological consulting
services for the extension of Runway 9/27 at the Immokalee Regional
Airport.
F. Recommendation that the Board of County Commissioners approves,
and authorizes the Chairman to sign a Subrecipient Agreement with
Shelter for Abused Women and Children, Inc., for $113,000 in
Continuum of Care funding to support the shelter operations and
supportive services.
2008 Executive Summaries approved in Board's absence
August 26, 2008 In Absentia Meeting
Page 2
Item 16F1, September 9, 2008
G. Approve a budget amendment transferring $66,000 of General Fund
reserves to the Other General Administration cost center.
H. Recommendation that the Board of County Commissioners accept
and authorize its Chairman to sign an awarded Hazard Mitigation
Grant Agreement 09HM-6G-09-21-01-019 (75/25) for $58,750 from
the Florida Division of Emergency Management for the purpose of
shoreline preservation at the Isles of Capri Fire Station and to
approve the associated budget amendment.
I. Recommendation that the Board of County Commissioners approve,
and authorize the Chairman to sign, grant agreements accepting two
Continuum of Care Homeless Assistance grant awards from the U.S.
Department of Housing and Urban Development (HUD) totaling
$217,645; and approve the associated budget amendments of
$113,000 and $104,645 recognizing the funding associated with the
two grant awards.
J. Recommendation to approve the proposed "No Parking" signs on
Spanish Oakes Lane at Oakes Neighborhood Park.
K. Request approval by the Board of County Commissioners to exceed
the $750,000 threshold of the annual Contract No. 06-3902 by
$99,818 (Project 195-905363)
\@~~~
EXECUTIVE SUMMARY
Recommendation to Award RFP No. 08-5022 "Annnal Contract for Right-of-Way
Acquisition and Real Estate Related Services" to HDR Engineering, Inc.
OBJECTIVE: To place a full service right-of-way acquisition and consulting firm under annual
contract for use by the Right-of-Way Acquisition Section of the Transportation Engineering &
Construction Management Department and the Real Property Section of the Facilities
Management Department.
CONSIDERATIONS: The offices of the Right of Way Acquisition Section of the
Transportation Engineering & Construction Management Department and the Real Property
Section of the Facilities Management Department may be asked by their clients from time to
time to undertake a project or projects which may be beyond the capability or expertise of
existing staff. By placing a firm under annual contract, the County is guaranteed the ability to be
responsive as long as the budget exists to cover the costs.
A Request for Proposal was posted by the Purchasing Department in accordance with County
Purchasing Policy. A five member selection committee was appointed by the County Manager.
Nine firms from around the State of Florida submitted proposals and hourly rate fee quotations.
No firms were based in either Lee or Collier County. After review of all proposals the selection
committee reached a consensus that HDR Engineering could best serve the needs of Collier, if
and when the need arose. Their proposal and hourly fee schedule has been attached to this
executive summary.
Of particular concern, in these times of shrinking revenues, is the right-of-way cost estimating
function. We can neither afford to estimate too low, and run out of budget authority prior to
project completion (which would probably mean borrowing from another project to cover the
overrun); nor would it be prudent to encumber more funds than necessary (which could inhibit
our ability to tackle multiple projects simultaneously.) HDR's right-of-way cost estimating team
was recognized for its role in helping the Florida Department of Transportation District 7 staff
earn an "Excellence in Product Delivery Performance" award for being within 4% of actual
expenditures with their cost estimates between July 2000 and December 2005.
Approval of this document by the County Manager is subject to formal ratification by the Board
of County Commissioners. If the decision by the County Manager is not ratified by that Board,
this document shall be enforceable against Collier County only to the extent authorized by law in
the absence of such ratification by that Board.
FISCAL IMPACT: The annual agreement is a "standing" agreement governing the hourly
rates the consultant may charge for services. When these services are required by Collier
County, they are paid for from each particular capital improvement project's budget. As such,
payments for services are authorized by the Board as each capital improvement project is
authorized by the Board. Please refer to the attached bid tabulation sheet for the fee schedule for
the firm.
GROWTH MANAGEMENT IMPACT: There is no Growth Management Impact associated
with this Executive Summary.
LEGAL CONSIDERATIONS: The standard professional services agreement will be
examined for legal sufficiency subsequent to execution by the contactor. RNZ.
RECOMMENDATIONS: That the Board of County Commissioners of Collier County,
Florida:
1. Approve the award ofRFP No. 08-5022 "Annual Contract for Right-of-Way Acquisition
and Real Estate Related Services" to HDR Engineering, Inc.; and
2. Authorize its Chairman to execute on behalf of the Board a separate annual contract with
HDR Engineering, Inc.
Prepared by: Kevin E. Hendricks, Right-of-Way Acquisition Manager, Transportation
Engineering & Construction Management
Attachments: (1) Proposal; (2) Fee Schedule
Page I of2
COLLIER COUNTY
BOARD OF COUNTY COMMiSSIONERS
Meeting Date:
16F1
Recommendation to Award RFP No. 08-5022 Annual Contract for Right-of-Way Acquisition
and Roal Estate F'(elated Services to HDR Engineering, Inc. Fiscal Impact: None.
8/26/2008 9:0000 AM
Item Number:
Item Summary:
Prepared By
Kevin Hendricks
Right Of Way Acquisition Manager
Date
Transportation Services
TECM-ROW
713/20083:51 :34 PM
Approved By
Kevin Hendricks
Right Of Way Acquisition Manager
Date
Transportation Services
TECM-ROW
71312008 3: 50 PM
Approved By
Najeh Ahmad
Director
Date
Transportation Services
Transportation Engineering &
Construction Management
816120082:41 PM
Approved By
Toni A- Matt
Real Property Supervisor
Date
Administrative Services
Facilities Management
818/20085:32 PM
Approved By
Skip Camp, C.F.M.
Facilities Management Director
Date
Administrative Services
Facilities Management
8/7120089:07 AM
Approved By
Lisa Taylor
Management/Budget Analyst
Date
Transportation Services
Transportation Administration
818120088:22 AM
Approved By
Robert N, Zachary
Assistant County Attorney
Date
County Attorney
County Attorney Office
8/1112008 5:04 PM
Approved By
Norm E. Feder, AICP
Transportation Division Administrator
Date
Transportation Services
Transportation Services Admin,
8112/200810:11 AM
Approved By
Rhonda Rembert
Contract Specialist
Date
Administrative Services
Purchasing
8/12/20082:14 PM
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Approved By
Steve Carnell PurchasingfGeneral Sves Director Date
Administrative Services Purchasing 8/12/2008 2:26 PM
Approved By
Sharon Newman Accounting Supervisor Date
Transportation Services Transportation Services Admin 8/12/20083:22 PM
Approved By
Pat Lchnhard Executive Secretary Date
Transportation Services Transportation Services Admin 8/12/2008 4:04 PM
Approved By
OMB Coordinator OMB Coordinator Date
County Manager's Office Office of Management & Budget 8/13/20087:36 AM
Approved By
Susan Usher Senior Management/Budget Analyst Date
County Manager's Office Office of Management & Budget 8114/200810:27 AM
Approved By
James V. Mudd County Manager Date
Board of County
Commissioners County Manager's Office 8114/20082:11 PM
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8/26/2008
SCHEDULE B
Collier County Fee Schedule
RFP 08-5022
"Annual Contract for Right of Way Acquisition and Real Estate Services"
Principal
Project Manager
Real Estate Appraiser (State Certified
General)
Senior (Property Acquisition Specialist -
R/W Agent)
Staff (Property Acquisition Specialist - R/W
Agent)
Administrative Assistant
$170.00
$145.00
$135.00
$91.00
$82.00
$55.00
Lump Sum Pricing
Obtain/Provide Title Commitment
Obtain/Provide O&E Report
$375.00
$350.00
This list is not intended to be all-inclusive. Hourly rate fees for other categories
of professional, support and other services shall be mutually negotiated by the County
and firm on a project by project basis as needed.
APPROACH AND UNDERSTANDING
.
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HDR Engineering, Inc. is a full service engineering firm
with over 7,000 employee owners Our right-of-way group
has grown to 125 agents across the country. We have
direct access to in-house support services including
engineering, environmental, drainage, utilities and survey.
Selecting HDR for this important eentract offers a reliable,
established firm that has been well-anchored in Florida
since 1987. We wiil be there for Collier County throughout
the eentract's duralion and beyond.
The purpose of the Request for Proposal is to select a
right-ol-way lirm to supplement and support the in-house
staff of Collier County to provide eest estimating,
acquisition, appraisal, and property management services.
HDR has proposed an extremely qualified, experienced
team who will represent the County with the utmost
professionalism at all times.
.
HDR understands the key to effective project assignment
completion is an understanding 01 the assignment seepe
and a commilment to the assignment schedule. The
capability and commitment of the HDR staff will allow
Collier County to have confidence that all assignments will
be aceemplished in a proficient manner within the
established timeframe and budget with minimum County
efforts.
...
HDR's management philosophy is to empower
ProjecUContract Managers with the autho,ity to
commit resources, shift workload and responsibilities,
and make personnel adjustments as required,
ensuring the needs of this contract are met. To lead
our team, we are pleased to propose Joe Thompson as
ProjectlContract Manager for Collier County's annual
contract for rlght-ol-way acquisition, appraisal, cost
estimating and other related services. He will have the
responsibility of assuring that all County projects are
appropriately staffed and meet or exceed the schedule,
quality and budgetary requirements. Upon the assignment
of tasks, Mr. Thompson will meet with Mr. Hendricks to
coordinate all activities, reports and any other
communication necessary to fulfill the requirements 01 the
task assignment.
HDR's RJW professionals have consistently delivered
superior RfW services for many years. We understand the
need lor quality, timeliness, flexibility and innovalion.
Consequently, the basis 01 our approach for each
assignment authorized under this contract is to
lunction as a direct extension 01 Collier County's RIW
staff and to produce a quality product on schedule and
within budget. Based on our experience, qualifications
and resources, HDR IS well SUited to provide the variety of
services required to accomplish this contract.
HDR has a project detivery process, and our entire
project team is trained accordingly. Through our past
experiences we've consistently found there are several
critical elements necessary to ensure a successful project.
These critical elements, described in detail below, will be
managed in a coordinated, comprehensive manner uSing
HDR's project delivery process.
Client and Stakeholder Interaction - As an important
first step, Mr. Thompson will ensure that the County has a
"one-stop" contact lor any contractual needs. He will make
certain each task is properly staffed and that assignments
are carefully considered to ensure each team member's
skill set matches the requirements of the task. Next. the
HDR team certifies thai all key staff aSSigned to any project
or task assignment will be fully accessible to the County
and other stakeholders, as required by the work and as
expected by the County. We are ready, willing and trained
to lead, facilitate or participate in all manner of structured
meetings from project endorsement or partnenng
meetings, 10 team meetings, executive bnefings, public
meetings and formal hearings. The HDR team IS trained
and expenenced In '"teracting with Local, State and
Federal agencies, in person and in written formalS. We do
our best work when the client is fully informed. Mr.
Thompson and Ihe entire team are committed to doing
whatever is necessary lor eemplete and effective
interaction.
Scheduling Program - A detailed Primavera project
schedule will be developed as a first order of work 10 help
ensure that the task's scope and schedule are
commensurate with the County's expectations, The
schedule will be eentinuously updated and monitored as a
standard project management tool.
The scope and budget will be clearly defined at the start,
including assumptions, deliverables and schedule. All work
assignments will be broken into work tasks with an
associated sub-scope and sub-budget. Individual work
tasks will include separate schedules to help ensure
schedule compliance.
Project Kick-off Meeting/Progress Meetings - Each of
these important meetings will include agendas and will be
documented with minutes. Minutes will include attendees.
~~ RFP 08-5022: Annual Contract for Right 0' Way Acquisition and other R.oJ Estate Related Services @:l. 1
APPROACH AND UNDERSTANDING
.
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.
.
items discussed, decisions and action items. Minutes will
be distributed to all attendees for review and agreement
The first order of business at each meeting will be to
review the action items from the previous meeting to make
sure all items are completed.
Prior to each progress meeting (and attached with the
monthly invoice) a progress report will be provided that will
summarize the status of the project Included in the report
will be a summary of the progress. budget and schedule
analysis. work compleled In the prevIous month. work
anticipated In the coming month, along with future
milestones and potential deviations from those milestones.
The report will also itemize oulstanding issues or questions
to be resolved to ensure the project progresses.
We will have a specific QNQC Plan for this contract Our
QNQC Plan will itemize and detail the steps to be taken to
ensure a quality product The key steps will include:
~ Goals 01 the project and requirements to be met
~ Detailed QC procedures Identifying who is responsible
for each step. Each submittal will be reviewed
independently prior to forwarding to the County.
~ Regularly scheduled meetings between Mr. Thompson
and Mr. Hendricks to discuss the County's satisfaction,
staffing, technical issues and schedule,
HDR will partner with Collier County to deliver the RIW
necessary to support the Counly In a manner that
exemplifies professionalism, responsiveness and
represents the most effiCient manner that 1'1111 ensure
positive public perception and devetopment of relationships
of trust with the community.
HDR has the ability to provide Collier County with right-of-
way acquisition cost estimates for future and near-term
projects. HDR's cost estimating team accepts
responsibility for assisting in the creation of the most
effective and efficient transportation systems. We have
provided estimates at all stages of project development
from Major Investment Studies and PD&E Studies to post
"documents to RIW" projects. We understand the
importance of accurate estimates that enable our clients to
have adequate funds available to acquire RfW and build
the roadways they design.
The proposed cost estimating team includes Marilyn
Jackson, Mark Sawyer and Daniel Trosper. This team
provided 100% of FOOT District Ts RIW cost estimates for
the past several years. In 2006, District Ts cost estimating
staff received an award for "Excellence in Product Delivery
Performance' recognlzmg the staff for having the cost
estimating average that most closeiy reflected actual
prOject expenditures, within 4%, between July 1, 2000 and
December 28, 2005. HDR looks forward to providing the
same level of accurate service to Collier County.
Ms. Jackson has more than 26 years of real estate
experience, with the past 21 years being primarily
appraisal related. During the past 12 years, she has
provided cost estimates to numerous municipalities as well
as FOOT Districts 7. 1, 4 and 5. Ms. Jackson has been
District Ts primary source for cost estimating for the past
12 years and has prepared well over 750 cost estimates.
She has extensive experience In large projects such as 1-
275 and 1-4, as well as PD&E studies considering as many
as nine alternatives with multiple segments. She is very
aware of the importance of meetlOg critical deadlines while
maintaining the highest level of quality. Ms. Jackson is a
hands-on manager who can assist with any cost estimating
situation. She will vigorously oversee the HDR team's
actiVities and maintain HDR's reputation for providing
excellent service.
Over the past six years, Mark Sawyer has provided rlght-
of-way cost estimates in North, Central and South Florida
as well as other states. Mr. Sawyer's experience Includes
large projects with multiple allernatives, and unique
. projects such as estimating the cost of air rights for
construction of ramps to allow parking underneath. Mr.
Sawyer has established a reputation lor excellence in cost
estimating.
Mr. Trosper has over 20 years experience providing cost
estimates and appraisal reviews. Since coming to HDR
from FDOT in July 2001, Mr. Trosper has completed or
reviewed numerous cost estimates for major roads In
FOOT District 7. Mr. Trosper received a District Team
Award for co-supervising the Hillsborough Avenue cost
estimating project and the "Millionaire Club" cost savings
award for his work as part of the Value Engineering Team
for Gandy Boulevard. As a cost estimator, Mr. Trosper has
been involved with "268" and "Post 268" estimates,
Integrating projected expenses with actual project costs.
Cost estimating support staff includes Susan Sawyer,
Jennifer Custer and Daniel Mack for research. We also
propose Mr. Jorge Moreno 01 Gerson, Preston, Robinson &
Company, PA, CPAs, for estimating business damages.
~.~~!12 RFP 08-5022; Annual Contract for Righi of Way Acquisition and other Real Estate Related Services @~ 2
APPROACH AND UNDERSTANDING
.
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.
Members of the HDR team have worked with Mr. Moreno
since 1995.
The preparation of a cost estimate requires an orderly
systematic approach that begins with the appraiser
becomin9 familiar with the details of the project, such as
the number of alternatives and segments being studied
and unique project issues such as proposed changes in
access or elevation. Detailed research of each affected
property follows. When all parcel-specific information has
been gathered, the appraiser researches recent sales and
current listings within the project area. The appraiser then
physically inspects each parcel noting type of occupant
and any business names and valuing all improvements
located within the area of take. Sources of severance
damages, business damages and cures are considered
and valued. Our cost estimates also include litigation
factors: percentage of negotiatedllitigated settlements,
average Increase of settlements over appraisals, County's
appraisal and other expert fees, owners' attorney and
expert fees, title costs, and any other applicable fees/costs.
HDR's appraisers are trained to watch for cest saving
opportunities. We report subject properties listed for sale or
those with development plans that may offer an opporlunity
for advance acquisition. We also recognize high-cost
acquisitions and suggest design changes that could
significantly reduce costs.
HDR has extensive experience providing estimates for
PD&E Studies. We understand that in order to provide
meaningful data lor comparison of alternatives for
preliminary engineering it is critical to use consistent,
repeatable methodology throughout a project. At the PD&E
stage, a cost estimate offers a precise cemparison of
alternatives that assumes all factors affecting value are
equal.
HDR is committed to providing all requested staff levels for
the services under this contract. We will have sufficient,
qualified, available staff to perform the duties as requested
by Collier County.
.
Appraisal services for this contract will require significant
eminent domain appraisal experience. The objective will
be to provide well-supported and documented appraisals in
a timely manner that provide the basis for negotiations to
acquire right-of-way for Collier County projects. The
appraisers will be responsive to the County review staff
and will coordinate related activities including, but not
limited to, planners, engineers, and other specialists as
reqUired by the task.
HDR proposes Mark Sawyer, MAl to serve as appraiser of
recerd. Mr. Sawyer is a State Certified General Appraiser
and has over 36 years of real estate appraisal experience
in Florida. He has been co-owner 01 two appraisal firms
and gained the exceptional technical skills and knowledge
to specialize in eminent domain assignments. Mr. Sawyer
has managed multi-parcel FOOT and other agency
projects, ceordinated expert consultants, prepared
appraisals, supervised 4 to 7 associates, reviewed staff
appraisal reports, participated in mediations, and provided
expert testimony in Order of Takings, depositions, ceurt
hearings, and jury trials. Mr. Sawyer is an approved
appraiser for FOOT and has qualified as an expert witness
in the Circuit Courts of the following counties: Pinellas,
Hillsborough, Pasco, and Polk. Mr. Sawyer will be
supported by Marilyn Jackson and Daniel Trosper.
Ms. Jackson has 11 years of eminent domain appraisal
experience. She is a State Certified General appraiser and
holds the GM appraisal designation awarded by the
National Board of Realtors. She has also provided
appraisal review services. Mr. Trosper's experience and
expertise in appraisal review makes him a valued member
of the HDR team. He is a State Certified General
Appraiser and has over 20 years experience in appraisal
review and helps ensure that all appraisals submitted by
HDR are reasonable and accurate.
HDR also proposes Mr. Peter Parrado, MAl, SRA, as a
member of our appraisal team. Mr. Parrado's specialty is
the appraisal of properties that are involved in eminent
domain acquisitions and he has provided supporting court
testimony in hundreds 01 cases over his 29 years of
practice. In addition to being a State Certified General
Appraiser, he is an approved appraiser for the FDOT and
has qualified as an expert witness in various ceunties,
including Hillsborough, Pinellas, Pasce, Sarasota,
Manatee, Lee, Desoto, Lalayette, and Charlotte. Mr.
Parrado has the reputation 01 being the "go to" person for
difficult appraisal assignments. We are currently working
with Mr. Parrado on a Pasco County project and, by
reviewing his reports, can conlirm he prepares quality
appraisals.
HDR offers a staff of right-ol-way agents who have
significant experience working for FDOT and local
government agencies, both as employees and with
'"~ RFP 08.5022: Annual Contract for Right of Way Acquisition and other Real Estate Related Services @~ 3
APPROACH AND UNDERSTANDING
1
.
consultant firms. Our agents have a clear command of all
applicable State and Federal eminent domain and real
property law to ensure the County's standard of quality is
upheld.
.
The Annual Contract does not allow for identification of
specific project issues, and we realize work assignments
can come in any form and at any stage of a project. HDR
offers a strong team of Project Managers to handle many
assignments simultaneously, and sufficient and
experienced staff to support their efforts. Acquisition
Project Managers Include Mary Arend, Lu Ann Fritz and
Joe Thompson. Mr. Thompson will serve as the
projecUContract Manager and the County's primary point
of contact for any assignments.
Once a work assignment is received, Mr. Thompson will
meet with Mr. Hendricks to assess and match the needs of
the assignment to the skill-sets of the project team. A
Project Manager will be assigned and all staff involved in
the project will discuss expectations, the production
schedule and communicate project issues and potential
ccncerns. During this meeting, all project participants will
be informed of their role in accomplishing project goals.
After staff requirements have been addressed for an
assignment, HDR staff will become familiar with the
County's right-of-way database, HDR proposes American
Government Services, Inc. (AGS) as a subconsultant to
provide title commitments and/or O&E Reports, depending
on the need of the County. AGS's O&E Reports will
identify all easement and lien hoiders, not stopping with the
date of the last institutional mortgage. Once HDR receives
titlework, working project files using Collier County's
numbering system will be established lor each parcel.
HDR will research the tax rolls and create an accurate list
01 the names and addresses of all affecled
property/business owners on the project. The County's
project notices will be modified with project specifics and
sent to all owners and eligible tenants. Agent assignments
will be made in advance allowing appropriate agent contact
information to be included in project notices.
.
Upon receipt 01 appraisals, each agent will thoroughly
review the reports, verify that all information contained in
the report is consistent with titlework, right-of-way maps
and legal descriptions provided by the County, as well as
business damage reports when required. HDR's surveyor
Mike Myhrvold, PLS, PP will be available to help review
difficult legal descriptions. When all review is ccmplete,
agents will be prepared to meet with property owners,
begin dialogue, listen to and evaluate their concerns and
make offers. At the time 01 the initial offer, the agent will
verify all title information, including the names and
addresses 01 all parties having an interest in the property.
In addition, any business owners will be notified in writing
of their right to have an estimate 01 business damages. In
depth interviews will be conducted with business owners to
determine eligibility for business damage claims.
Throughout the process, HDR will meet with Collier County
on a regular basis to discuss production, property owner
issues, schedules, appraisal Issues and settlement offers.
We will not only attend required meetings, but we will keep
the County informed at all times of project and parcel
progress and obstacles.
Good faith negotiations will ccntinue until there is an
approved settlement or an impasse. In the event of a
settlement above appraised value, HDR will prepare a
settlement justification and cost avoidance analysis for the
County's consideration.
Traditionally, the instruction to an acquisition agent having
problems reaching a settlement has been "Put it in Suit!"
HDR suggests that Collier County participate in round table
discussions with the owners 01 problem parcels and the
assigned negotiators prior to providing suit information to
the County. This is a good tool for increasing settlement
rates.
When it becomes evident that an equitable settlement is
not likely, and in order to maintain the production schedule,
ccndemnation proceedings will be initiated. All title
inlormation will be updated, and the suit package will be
prepared in accordance with Collier County prelerences.
HDR proposes two paralegals, Daniel Mack and Colleen
Baxter, for lawsuit preparation. Brief paragraphs
describing their experience and ability are shown in
Section 2 of this proposal. The information will be
submitted by the agents and the titlework will be reviewed
by the paralegals in order to identify and locate all potential
interested parties. When a suit package is ccmplete, it will
be transmitted to the County's legal staff for approval and
processing. In the event of a settlement above the
appraised value, HDR will prepare a settlement justification
that will examine the relative merits of the settlement. This
will be submitted to Collier County for consideration. If the
County is satisfied that the settlement is in their best
interest, HDR will submit the signed purchase agreement
to the County for submittal to the Board of County
Commissioners. Upon their approval, checks will be sent
to AGS's escrow account and the closing will be
scheduled. AGS will update the @e and obtain the
necessary subordinations and releases and disperse the
~~~ RFP 08-5022: Annual Contract for Right of Way Acquisition ond other Real Esla'e Related Serv/ce.s 1-il..1. 4
""..."'''''
APPROACH AND UNDERSTANDING
. ~m"~:mto th;:;:;:;-;::"-;~;~::;::::::"""w ::;~r:;~~is IS an excellent tool that provides a graphic
decisions regarding title issues will be made by the County. depiction of the exact status of your project for use in your
HDR' tTt . . I d b R h d B h' day-to-day management as well as an excellent tool for
. s u II y services. section, e y IC ar . a r, IS inlernal reporting to those who may not have a
available to. assist with the process of preparing and clear understanding of the acquisition process.
obtaining utility subordinations.
.
.
HDR will provide all property management services
required for Collier County's Annual Contract Steven
Custer and Jennifer Howard have over 15 years collective
expertise providing property management services, both
holding designations as Certified Asbestos Inspectors and
Certified Asbestos Management Planners. They have
practical experience marketing large numbers 01 surplus
properties for sale, lease or exchange, obtaining asbestos
surveys and coordinating the removal and disposal of
encroachments on existing rights.of-way. Mr. Cusler and
Ms. Howard have also managed, reviewed and supervised
all asbestos surveys and abatement activities, demolition
and service centracts. Additionally, they have prepared,
negotiated and administered leases, prepared salvage
value estimates. reconciled discrepancies between
property management inventories, appraisals and personal
property inventories and maintained property inventories of
uneconomic remainders.
HDR has a comprehensive quality centrol plan that must
be used on each and every deliverable. All project team
members are required to use the HDR QC Production and
Review Procedures. Each team member must understand
the project objectives, apply sound right-of-way practices,
and produce quality, accurate and complete documents.
HDR's formalized checking process begins when the
documents are production ready. All project deliverables
undergo a detailed QC review prior to submittal to Ccllier
County. A standard (color-coded) checking procedure Is
used to document that all information centained In the
documents to be submitted has been checked. This
procedure will provide a check.and-balance arrangement
between the Responsible Professional and the Quality
Reviewer such that two professionals will agree on the
cerrectness of all work. As you will learn when you
contact our references, this procedure has been a very
effective tool for eliminating the need for re-work.
The HDR Team will bring the newest and best technology.
We offer an interactive mapping system that can be
used as an intertace to access data tables, project status
and related information by simply dicking on the map. This
easy to use tool is available 24 hours a day via a
password-secured Internet workspace with real-time
Due to limited space in this section, we have included the
following chart as a graphic depiction of our understanding
of the acquisition process.
NCGonAflONS
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--
_~ RFP 08.5022: Annual Contract for Right of Way Acquisition and other Real Estate Related Services ill.~ 5
EXPERTISE OF DESIGNATED STAFF
"M~~~~ Th'~ s:op:m~:~:s~:r:~:'.:r-:tr:~~~':::"~"::"~::~d'S ~:~;'a~"~:j":~:erience includes District
management and excellence in the fields of acquisition, Project Manager for 1,275 in Hillsborough County for FDOT
appraisal and cost estimating. The vast majority 01 HDR's District 7, which included acquisition of 150 parcels with
staff has held leadership roles in their respective 159 relocations, Responsibilities included oversight of
disciplines, HDR has the depth of resources to provide all consultant acquisition production and monitoring project
of the required services with qualified staff, all of whom schedules. Ms, Arend also managed the 1-275/1-4
have the experience and desire to support Collier County, downtown interchange in Hillsborough County for FDOT
There will be no learning curve and there will be a seamless District 7, This project included 70 parcels with 39
transition for interaction with Collier County employees, relocations, Ms. Arend was responsible for oversight of all
right-ol-way activities produced by three right-ol-way
consullant firms, Additional major project experience would
include two segments of 1-4, one with 275 parcels and the
other with 110 parcels.
.
Joe Thompson, Project Manager -
Contract Manager.
HDR confidentiy proposes Joe
Thompson as Contract Manager He will
be Mr. Hendricks' primary point of
contact and will be responsible lor
assigning appropriate staffing, monitoring
schedules and budgets and client communication and
reporting. Mr. Thompson brings unparalleled experience
and expertise to the HDR team. Prior to joining HDR, Mr.
Thompson served as District Right-of,Way Manager for
FDOT, Distnct 7 lor 12 years. In that role, Mr. Thompson
was responsible for all right-of-way production including
appraisal, acquisition, relocation and property management.
As District Right of Way Manager, Mr Thompson was
responsibie lor monitoring schedules and funding, and
assuring staffing and financial resources were readily
available on each project. Mr. Thompson's experience has
earned him the reputation as being a leader in eminent
domain. His knowledge of case law and understanding of
business damages as they relate to eminent domain are
unmatched. In 1993, as Deputy District Right-of-Way
Manager at Distnct 7 in charge 01 production, Mr
Thompson was responsible for managing acquisition of
approximately 530 parcels, which represents the District's
highest parcel acquisition year, Typically, Mr. Thompson
was responsible for a workload of 375 to 400 parcels a
year. Mr. Thompson's successful career reflects his
leadership skills and his ability to lead the HDR team to
deliver successful projects on schedule and within budget.
..
Mary Arend, Project Manager -
Project Principal. Ms. Arend's 35 years
experience as Acquisition Administrator,
Acquisition Supervisor and Interstate
Consultant Administrator for two FDOT
Districts imminently qualifies her to serve
Collier County as a Project
Manager/Principal. She has managed over 100 projects
ranging from small intersection improvements to major
interstate projects.
LuAnn Fritz, Project Manager- QAlQC Manager. In her
role as QAlQC Manager, Ms. Fritz will be responsible for
ensuring that every deliverable that leaves the HDR office
has been reviewed in accordance with the HDR QA/QC
plan. Ms, Fritz brings more than 15 years 01 accuisition,
relocation and project management experience to the HDR
team. She came to HDR from FDOT District 7 where she
was Supervisor of Accuisition. In this role, she managed
six acquisition agents and nearly 20 projects. Under Ms.
Fritz's leadership, the settlement rate in
District 7 increased from approximately
35% to 81.5%. Not only was she a very
effective project manager, she also took
a hands-on approach and accomplished
a personal workload consisting of
difficult accuisitions. Ms. Fritz has also
testified lor the FDOT and acted as the client at Orders 01
Taking,
Ms. Fritz has managed numerous HDR acquisition projects,
some of which include Ernie Caldwell Boulevard, Phases I
and II, Pine Tree Trail and a Master Consulting Agreement
with Polk County, CR 15 for Seminole County, Wares
Creek Stormwater Improvements Project for Manatee
County and SR 78 Accuisition and Relocation Services for
FDOT, District 1. Ms. Fritz has been responsible for
managing approximately 175 parcels within the last 12
months along with a personal workload.
Ms. Fritz has provided QAlQC review for HDR's Moon Lake
Road project, SR 54, MDX GEC Task Assignments, and all
acquisition projects provided to Polk County under our
Master Consulting Agreement. Ms. Fritz's technical
expertise makes her an excellent choice for Quality
Assurance/Quality Control Manager,
~.9:?~~ RFP 08-5022: Annual Contract for Right of Way Acquisition and ofhef Reol Estate Related Services @:l. 1
,,"'---"
.
----
EXPERTISE OF DESIGNATED STAFF
tll:# __
'lo.IW_#i"''''~''_'''''.IT~'
Mark Sawyer, MAl - AppraisaUCost
Estimating Project Manager. Mr.
Sawyer has over 36 years of real estate
appraisal and cost estimating
experience. Mark brings a thorough
understanding of the relationship
between cost estimating and appraisal,
and has provided more than 150 cost estimates over 6
years. Mr Sawyer has completed numerous cost
estimating projects with complicated appraisal issues, such
as compensable vs. non-compensable items and inverse
condemnation. Prior to joining HDR, Mr. Sawyer was co-
owner of two appraisal firms that specialized In eminent
domain. His experience includes managing multi-parcel
projects, coordinating expert consultants (engineers, land
planners, and contractors), preparing appraisals, and
supervising as many as seven associates. Mr. Sawyer has
participated in mediations, and provided expert testimony in
Orders 01 Taking, depositions, court hearings, and jury
trials. He is qualified as an expert witness in the Circuit
Courts of Pinellas, Hillsborough, Pasco and Polk Counties.
t
.
Mark Besoner. Mr. Besoner has more than 26 years of
real estate services experience. During the past several
years, he has served as project manager and as a
relocation expert on projects for a variety of clients,
primarily concentrated in south Florida. Mr. Besoner has
extensive experience in the condemnation and litigation
process, trial preparation, depositions, appraisal updates
and other expert reports, Orders of Taking (OT) hearings,
terms 01 possession hearings, motion hearings, Offers of
Judgment Management, pre-trial negotiation, mediation and
jury trials. Mr. Besoner's major project experience includes
serving as Project Manager for District 4's approximately
20-mile roadway widening and improvement project for SR
60. The scope of services included acquisition and minor
relocation. Mr. Besoner also served as Project Manager for
acquisition and relocation at St. Lucie County International
Airport. The project consisted of 101 acquisitions and 115
reiocations. As a Broward County employee, Mr. Besoner
served as Project Manager for the Land Acquisition
Program at the Broward County Aviation Department. He
supervised the acquisition and relocation which consisted of
more than 1,000 parcels including single and multi-family
residential, mobile home parks and commercial and
industrial properties. Mr. Besoner was selected as the
2005 Professional of the Year by the International Right of
Way Association, Chapter 76 lor his exceptional
contributions to the IRWA. Mr. Besoner is a valued asset to
the HDR team for his extraordinary knowledge of the right
of way process and his willingness and ability to mentor.
.
Most of our proposed
Management Team worked
together for several years under
the leadership of Joe Thompson
at FDOT District 7. In addition to
the day-to-day activities, Mr.
Thompson, Ms. Arend and Ms.
Fritz also partnered on special
projects such as the
development 01 the FOOT Right-
of-way Management System,
writing business damages
process and procedures, and
developing and utilizing project
status teams that included an
appraiser, an attorney,
acquisition, relocation and
property management agents.
The balance of HDR's team has
worked together along with the
Management Team on multiple ---
projects at HDR Their ability to work together and
produce excellent resulls is best captured in the above
captioned quote by our Pasco County client
Brief descriptions of the supporting team members are
included on the next page.
=5~::~ilt!;:~.5~:~~~.S!:' RFP 08-5022: Annual Contract for Right of Way AcqulJHlon and othet Reol Estate Related Services @:{ 2
.bI""_"'~"'_"""__*'j,,,"'-~
EXPERTISE OF DESIGNATED STAFF
"'''1~__''''''-''-'~
STAFF &
PROJECT DESCRIPTION
RESPONSIBILITIES
Steven Custer - Acquisition
Agent/Property
Management
Anna Weaver - Acquisition
Agent
Janae Barbeau -
Acquisition Agent
.
Jennifer Howard - Property
Management
Daniel Mack, Paralegal -
I Lawsuit and Acquisition
I Agent
Colleen Baxter, Paralegal.
Lawsuit and Acquisition
Agent
. L-._._____
Mr. Custer has 14 years of real estate activities experience and has provided acquisition and
property management services for various projects, including managing more than 2,600
properties in a five-county Florida region. Mr. Custer is also a Certified Asbestos Inspector and a
Certified Asbestos Management Planner. He served as an acquisition agent on the fast tracked
Moon Lake Road project in Pasco County, and is serving as an acquisition agent on the SR 54
roadway and realignment project consisting of 77 parcels.
As an acquisition agent, Ms. Weaver has performed acquisition, tille, suit preparation, cost
estimating and relocation services. She is serving as an acquisition agent for the Emie Caldwell
Boulevard project, Phases I and II for Polk County, along with Pine Tree Trail which consists of the
advance acquisition of 44 parcels. Ms. Weaver is also the acquisition agent lor the CR 15 42-
parcel Road Improvement AcqUisition project for Seminole County which involves the widening of
CR 15 from SR 46 to Orange Boulevard. Ms. Weaver was an acquisition agent for the Moon Lake
Road project in Pasco County, and is providing acquisition and relocation services for SR 54.
^--~"'"--"i
Ms. Barbeau has providec right-of-way acquisition, relocation, suit assistance and file retirement to
Manatee County's Wares Creek project. Janae received numerous compliments from the client for
her work in each of the disciplines. She also provided acquisition services on our Moon Lake Road
project with a very successful settlement rate. Additionally, she provided file retirement services
and support in iawsuit preparation. Ms. Barbeau is currently providing acquisition and reiocation
services for the Pasco County SR 54 project.
Ms. Howard has six years of experience managing various contracts lor the FDOT associated with
clearing the right-of-way for construction. She is a Certified Asbestos Inspector and a Certifiec
Asbestos Management Planner. Her duties include obtaining asbestos surveys, ensuring that all
friable asbestos is removed prior to demolition, and monitoring the abatement and demolition
activities to ensure contract compliance. Ms. Howard also has experience in managing surplus
properties including leasing, sales, exchanges, evictions, and dealing with illegal encroachments
within state right-of-way. More unique activities would include management of house moving
contracts involving historic structures and rehabilitation of those structures in compliance with the
standards of the State Historic Preservation Office.
.---.-..---..........-------.-.-----
Mr. Mack has over 18 years 01 experience providing acquisition, relocation, property management
and cost estimating research services. He provided acquisition and relocation services for the
150-parcell-275 project lor FOOT District 7. He performed relocation for a 28-unit mobile home
park for the 1-4 expansion for District 7, and negotiated the purchase of partial acquisitions and
construction easements for the Lakeview Road Widening project in Seminole County. Prior to his I
involvement in R/W, Mr. Mack served as a paralegal in the real estate division of a prominent law
firm. His paralegal experience included real estate leasing, closings and title searches. Drawing
on his paralegai background, Mr. Mack has been a key resource in preparing and reviewing suit
packages lor the Pasco County Moon Lake Road project and CR 15 project in Seminole County.
Ms. Baxter has more than 15 years experience in property acquisition and lawsuit preparation.
Ms. Baxter holds a Bachelor's Degree in Business Administration with an area of concentration in
Paralegal Studies. She was a paralegal in eminent domain suit preparation for FDOT, District 7.
Ms. Baxter is currently providing lawsuit preparation services for the Pasco County SR 54 proJect.
.522~ RFP 08~5022: Annual Contract fOf Right of Way Acquisition and other Real Estate Related ServIces @~ 3
STAFF &
PROJECT DESCRIPTION
RESPONSIBILITIES
.
<1_'"
Jennifer Custer-
Acquisition and Suit
Preparation.
--""""""~"."""""~""""~""
Marilyn Jackson -
Cost Estimator
.
Daniel Trosper -
Cost Estimator, Appraiser
and Appraisal Review
.
14W~ III ~?W I"
EXPERTISE OF DESIGNATED STAFF
~
I'MI'
Ms" Custer has more than 10 years of experience in acquisition, lawsuit preparation and cost
estimating research. In addition to negotiations. her experience includes processing agreements,
conducting closings, preparing administrative increases, developing and maintaining production
status reports and assembling suit information" Ms. Custer has prepared title updates, offer
packages and all necessary forms associated with the acquisition and relocation process. She
also provides research assistance for cost estimating, including researching parent tract
information, zoning and land use plan designations and existing site plans and planned
developments" Ms. Custer worked on the Moon Lake Road project, preparing over 90 suit
packages"
~""".,._,,."._._.___._.____._,___,~__n__~_______'"_'
Ms. Jackson has more than 26 years of eminent domain appraisal and cost estimating experience,
holding the GM appraisal designation awarded by the National Association of Realtors" She is a
General State Certified Appraiser (#RZ1281), which allows her to provide appraisals for Federal
use without limitation regarding property type or complexity. As a cost estimator, Ms. Jackson
has provided over 750 cost estimates for Districts 1, 4, 5 and 7, along with numerous
municipalities. She has participated in a Value Engineering team, and has extensive
experience with large projects such as 1-275 and 1-4 which consisted of over 600 parcels.
She studied numerous alternatives for the Ulmerton Road PD&e estimates and was
confronted with changes in elevation at major intersections, frontage roads and
condemnation relief issues. On the US 19 Major Investment Study, Ms. Jackson analyzed
the District's exposure to inverse claims. In addition to cost estimating, she has managed
appraisal contracts for FOOT, Hillsborough County and the City of Tampa and been responsible
for project coordination with land planners, engineers, architects and builders. Additional
responsibilities have includec production time management. quality control and supervision 01
research staff" Ms" Jackson has provided eminent domain appraisal review lor various
condemning authorities. She has also served as Vice PresidenUReview Appraiser for a financial
institution. Her responsibilities included review of commercial appraisals for troubled loans and
assets for audit by the Office of the Comptroller of Currency and review of appraisals for new
loans and bank-owned properties.
Mr. Trosper has more than 20 years experience in the right-aI-way field providing appraisal review
and cost estimating services. He is a State Certified General Appraiser (#RZ2567). Prior to
joining HDR, Mr Trosper was a former employee 01 FOOT, District 7 and served as Senior
Appraiser/Reviewer, Appraisal Review Supervisor, Assistant Chiel Appraiser, In-house Cost
Estimating Supervisor, and twice acted as the Interim Chiel Appraiser In addition, he has worked
as Appraisal Project Manager and Reviewer on many major road projects including 1-4, US 41, US
92 and SR 54. He has been involved in some of District Ts most complicated issues. Mr.
Trosper received a District Team Award for co-supervising the Hlllsborough Avenue cost
estimating project and the "Million Dollar" cost-savings award lor his work as part of a
Value Engineering team for Gandy Boulevard. He has provided cost estimates lor 1-4 and
the Crosstown Connector which Integrated actual costs in final estimates. With over 200
parcels and 5 alternatives, Mr. Trosper provided cost estimating services for the Martin
Luther King Jr. Boulevard project., and analyzed over 100 parcels on Ulmerton Road with
and without condemnation reliel. Mr. Trosper has been responsible for reviewing 192 parcels
on the Moon Lake Road project in Pasco County, and is currently reviewing appraisals for the CR
54 project in Pasco County.
___ _...__^_._._._~,._,.".,.~., .'n.m"
.,'~~ RFP 08-5022: Annual Contract ror Right of Way Acquisition and other Real Estate Related Services li)~ 4
----"",,--- .,
.
EXPERTISE OF DESIGNATED STAFF
.~~_w___,,,,,"''''''''''''''''''
, ~~-
STAFF &
PROJECT DESCRIPTION
RESPONSIBILITIES
Susan Sawyer-
Cost Estimator and
Research
Ms. Sawyer is a State-Certified Residential Real Estate Appraiser (#RD149) and has 38 years of
real estate appraisal experience in Florida. During the last 23 years, she has specialized in
eminent domain assignments, with the last five years focusing on cost estimating research. Ms.
Sawyer has managed multi-parcel projects, coordinated expert consultants (engineers, land
planners, and ccntractors), provided support services for appraisers, supervised associates, I
reviewed staff appraisal reports, and provided support services for mediations, Orders of Taking, I
depositions, court hearings, and jury triais. Ms. Sawyer has also specialized in support services
for appraisal reviews and right-of-way cost estimating for public agencies, primarily FOOT
Districts 1, 4, and 7, and Polk County.
....._"".__ww......_._____ .............. __www._._____ _"_,,..._....._..........__._______...._....,..,....... "....__wwwww__.~ww __..'._m.'.'.__.___.
Ric Bahr-
Utility Coordination
.
Mike Myhrvold -
Surveying
Mr. Bahr has 34 years of utility infrastructure design coordination experience. His background in
utilities includes managing Verizon's Public Works Projects in Hillsborough County from 2001 to
2003. Since 2006 he has managed 36 projects as the HDR Utility Coordinator on an FDOT
General Engineering Contract. Mr. Bahr provides the HDR Team with the needed expertise in
utility infrastructure coordination of public and private utilities. His expertise would be the perfect
fit for preparing utility subordinations needed for the various Collier County projects.
Mr. Myhrvold has more than 35 years experience in iand surveying. He will be available to assist
the agents in reviewing and verifying the more difficult metes and bounds legal descriptions. He
will also assist with inconsistencies in bearings and distances between the right-of-way maps
and legal descriptions. His background includes metes and bounds and sectionalized land
surveys; topographic, submerged land, wetland jurisdiction and hydrographic surveys;
hazardous material location surveys; municipal and Department 01 Transportation design and
right-ol-way location surveying and mapping in Florida and New Jersey; light and heavy
construction stakeout and inspection; railroad construction stakeout; legal descriptions for
easements, rights-of-way, boundaries and DOT takings; preparation of subdivision and
condominium plats; and reestablishment 01 section corners from govemment field notes.
It is important to note that HDR is a national engineering firm with over gO offices throughout the country. In addition to local staff,
resources include 110 right-of-way staff located throughout the country. Work-sharing among staff lrom one state to the next is a
common practice within our company.
HDR plans to retain the expertise 01 American Government Services, Inc. (AGS) for title services. AGS is a DBE firm that has
worked with HDR for many years on engineering projects and right-of-way projects. Peter J. Parrado of Parrado Appraisal
Services, Inc. will be HDR's subcontractor for appraisal services. Subcontractors supporting the appraisal function will be Fred B.
LaDue & Associates, Inc. for FF&E services, F.M. Liner Construction, Inc. for General Contractor services and Randy Toth, for our
Engineer/Planner expert. Jorge Moreno of Gerson, Preston, Robinson & Company, PA will join the team to provide business
damage estimates for cost estimating. HDR has established good working relationships with all the proposed subconsultants on
other projects and has been pleased with the reliable work products produced. All letters of intent to work with HDR on Collier
County's Annual Contract can be lound after the resumes.
.
With the exception 01 Mark Besoner, who works from our Miami Lakes office, all other proposed HDR staff work from our Tampa
office iocated at 2202 N. West Shore Boulevard, Tampa, FL 33607. As of April 7, 2008 our address will be 5426 Bay Center Dove,
Suite 400, Tampa, FL 33609-3444.
_~~l'l~ RFP 08-5022: Annual Confract for Right of Way Acquisition and other Real Estate Related Services @~ 5
.
Education
BS, Business
Administration,
University of North
Carolina, 1976
MBA, University of
Georgia, 1978
Awards
Excellence in
Transportation
Technology, FDOT
District Seven, 2007
Davis Productivity
Award, Florida
TaxWatch and the
. Florida Council of
100, 2004
.
Joe Thompson
ContracUProject Manager
Mr. Thompson has more than 27 years of Florida transportation engineering experience. He
joined HDR in 2007, as a Senior Project Manager, immediately following his retirement from
the Florida Department of Transportation (FDOT) where he served as the District Right-of-
Way Manager for District Seven. In this role, Mr. Thompson was responsible for all District
right-of-way production including appraisal, appraisal review, acquisition, relocation and
property management. Mr. Thompson served as liaison between right-of-way and engineering
project management nod has a thorough understanding of all disciplines required for project
development and delivery.
During his tenure as District Right.of-Way Manager, Mr. Thompson collaborated with the
FDOT Legal Office on contentious eminent domain cases. His 20-i- years of experience and
knowledge of eminent domain case law reinforced his success in acting as the client for the
District Mr. Thompson was the "go to" professional for his in-depth understanding about case
law related to eminent domain. Mr. Thompson held overall responsibility for monitoring
schedules and funding, as wen as assuring staffing and financial resources were readily
available on each project. He assumed management of controlling the cash flow for projects
and enabled the District to secure funding in phases, as opposed to getting all capital at the
project commencement. This budgeting control significantly increased the effective use of
District funds.
Mr. Thompson's leadership and understanding of business damage estimates and all other
elements of compensation, case law relating to eminent domain, the mediation process, and
scheduling bring increased depth and insight to HDR's Right-of-Way Program.
1~27S from the Downtown Tampa Interchange to the Howard Frankland Bridge, FDOT
District Seven. Mr. Thompson served as District ROW Manager for this 315 parcel corridor
with 400 relocatees. Responsibilities included oversight and management of all RJW activities
including scheduling. appraisal, appraisal review, acquisition, relocation, and demolition. The
real estate market made this project a challenge as property values were increasing at an
enormous rate within the Tampa Bay Area. The appraiscrs and agents worked closely together
to kecp up with the rapid market changes. Thesc Interstate projects were certified ahead of their
scheduled datc with a negotiated scttlcment rate of 78%.
Widening of 1-4 from Downtown Tampa Interchange to the Polk County Line, FDOT
District Seven. Mr. Thompson served as Deputy District ROW Manager in charge of
acquisition, relocation, and demolition activities for the first phase of five projects comprising
339 parcels and numerous relocations. Later as District ROW Manager during Phase II, he
added responsibility for appraisal and appraisal review functions for an additional 477 parcels
and 445 business and residential relocatees while maintaining a 74% settlement rate.
US19 from Pasco County to Pinellas Park., FOOT District Seven. Mr. Thompson served as
an acquisition/relocation agent during Phase I of the FOOT's efforts to convert US 19 to a
controlled access highway using frontage roads and grade separated interchanges. Phase [
included approximately 266 parcels on seven projects at key interchanges like East Bay,
Ulmerton, Countryside Mall, and Tarpon A venue. During Phase II as the District ROW
Manager responsible for managing all right-of~way functions, additional projects at the Drew
Street, Coachman Road, and Sunset interchanges involving 77 parcels were acquired.
Approximately 20 inverse condemnation actions have been handled as the client directing the
litigation of these claims.
Crosstown Connector from 1-4 to Leroy Selmon Expressway. Mr. Thompson served as
District ROW Manager for this t03 parcel corridor. Responsibilities included oversight and
management of all RJW activities including scheduling, appraisal, appraisal review, acquisition,
relocation, and demolition. The large industrial properties and the significant involvement with
CSX rail facilities made this project unique. The project also required historical rehabilitation
of residential properties.
I-ill.,
.
Professional
License( s)
Florida Real Estate
Salesperson,
#SL180S48
Technical Education
Real Estate in the
Eminent Domain
Environment
DOT Land Title & Panel
Discussion
.
Advanced Reiocation
Assistance & Residential
Eminent Domain Law
lor ROW Professionals
Business Relocation
Communication and
Negotiation
Residential Appraisal
Capitalization Theory &
Techniques, Part IB
Capitalization Theory &
Techniques, Part 2B
Valuation Analysis
Machinery/Technical
Specialties
Machinery/Technical
Specia~ies Valuation
Methodology
Approach to Project
Management Excellence
Public Assistance
Operation, Parts I & II
.
Mary Arend
Project Manager/Project Principal
Ms. Arend has 34 years of real estate and rightHof~way (R/W) experience and joined HDR
immediately following her retirement from FDOT District 7 where she served as the District's
Interstate Consultant Administrator. She has managed over !OO projects ranging from small
intersection improvements to major interstate proj~cts. Ms. Arend's similar project experience
includes District Project Manager for I~275 in Hillsborough County for FOOT, District 7 that
included acquisition of 150 parcels with 159 relocations. Responsibilities included oversight of
consultant acquisition production and monitoring projecl schedules. Ms. Arend also managed
the 1-275/1-4 downtown interchange in Hillsborough County for FDOT, District 7. This project
included 70 parcels with 39 relocations. Ms. Arend was responsible for oversight of all right-of-
way activities produced by three right-of-way consultant finns. Additional major project
experience would include two segments of 1-4. one with 275 parcels and the other with 110
parcels.
Moon Lake Road, Pasco County, FL. Ms. Arend served as Project Manager for HDR's Moon
Lake Road project for Pasco County which consisted of the acquisition of 194 parcels.
Responsibilities included hiring the appraisers, appraisal oversight and acquiring right-of-way.
Ms. Arend led the HDR team to a 52% settlement rate, despite the fact the County anticipated a
very low settlement rate based on the project schedule. The HDR team completed the project
within budget and met the County's accelerated schedule. Pasco County was so pleased with
HDR's performance on Moon Lake Road that they awarded HDR their SR 54 project prior to
the completion of Moon Lake Road. Pasco County stated that their SR 54 project was their
most difficult project to date.
CR 54, Pasco County, FL. HDR is performing oversight of appraisers, appraisal review,
acquisition, suit preparation and relocation for CR 54 from East of 1-75 to East of CR
577/Curlcy Road. This roadway widening and realignment project consists of 81 parcels and
encompasses both residential and commercial propelties. Challenges on this project include
large takes from businesses that want to remain where they arc due to their favorable 10cat10ns,
and working with innovative cures.
1-4 (SR 400) from West 01 14th Street to East of 50th Street, FDOT District 7. Ms. Arend
was the Project Manager for this 385 parcel project with 373 rclocatees and managed the
contracted consultant firm. The project scope involved acquisition, relocation, demolition and
preparation of lawsuits for residential properties and large industrial businesses with complex:
acquisition and relocation issues. In addition to these duties, Ms. Arend also performed quality
assurance reviews and randomly interviewed parcel owners and relocatees to inquire if the
program and service were acceptable to the displacees. The project was cleared and certified on
schedule with an 80% negotiated settlement rate.
1-275/1-4 Downtown Interchange Project, FOOT District 7. The 1-275 project consisted of
the acquisition of 70 parcels with 39 relocations, 30 residential displacements, 8 business moves
and 1 Non-Profit Organization. Ms. Arend managed three R/W consultant firms under separate
districtwide contracts. She coordinated activities between the City of Tampa, HilIsborough
County and HiIlsborough County Transit Authority. The acquisition/relocation and construction
of the new Hillsborough County Transit Authority's main terminal was the greatest challenge
for the success of the project's production schedule. Ms. Arend personally successfully
negotiated with the Transit Authority and handled their relocation.
US 41 (SR 45) from HiIlsborough County Line to Bell Lake Road, FOOT District 7. Ms.
Arend served as the acquisition project manager for this 127 parcel project that included 109
relocations, 75 of which were business displacements. She negotiated and acquired property
from CSX Railroad alongside their active rail system for the entire length of the project. This
was extremely difficult and timely due to their strict requirement along "active" rail systems.
This project was cleared and certified on schedule.
I-il1.7
.
Education
MBA, 1991
BS, 1985, Business
Administration
Professional
License(s)
Real Estate Broker,
Florida, #BK-3010628
IRWA Member
.
.
Lu Ann Fritz
Project Manager/QA/QC
Ms. Fritz brings more than IS years of acquisition, relocation and project management experience
to the HDR team. She carne to HDR from FDOT District 7 where she was Supervisor of
Acquisition. In this role, she managed six acquisition agents and nearly 20 projects. Under Ms.
fritz's leadership, the settlement rate in District 7 increased from approximately 350/0 to 81.5%.
Not only was she a very effective project manager, she also took a hands-on approach and
accomplished a personal workload consisting of difficult acquisitions. Ms. Fritz has also testified
for the FDOT and acted as the client at Orders of Taking.
Ms. Fritz has managed numerous HDR acquisition projects, some of which include Ernie Caldwell
Boulevard, Phases [and II. Pine Tree Trail and a Master Consulting Agreement with Polk County,
CR 15 for Seminole County. Wares Creek Stormwatcr Improvements Project for Manatee County
and SR 78 AcqlJisition and Relocation Services for FDOT, District I. Ms. Fritz has also provided
QA/QC review for HDR 's Moon Lake Road project, SR 54, MDX GEC Task Assignments, and all
acquiSItion projects provided to Polk County under our Master Consulting Agreement
SR 54, Pasco County, FL. This 110 parcel project in Pasco County involved acquiring parcels
along US 19, from SR 54 to LM 75. The widening ofSR 54 included 3 separate projects. The project
limits were SR 54 from US 19 to Little Road, Little Road to Sun coast Parkway and from Suncoast
Parkway to US 41. The 3 phases included large acreage tracts, residences, proposed subdivisions, a
funeral home, cemetery and a municipal airport. Right~of..way also had to be acquired from Tampa
Bay Water, Pasco County and several utility providers. Attorney involvement was considerable.
Ms. Fritz handled an acquisition parcel load, supervised six agents on the project, testified for the
FOOT and acted as the client at Orders of Taking.
SR 78, North Fort Myers, Lee County, FL. Ms. Fritz served as Project Manager for FDOT
District I. HDR acquired right-of-way forthe improvement of State Road 78 (Bayshore Road) in
North Fort Myers, Florida. This roadway improvement project inc1udedfour.laning State Road 78
from east of Slater Road to west of Interstate 75 involving 2.5 miles. The acquisition project
consisted of 42 ftle parcels, 11 temporary easements, 8 permanent casements, 2 business
relocations, 1 residential move. 9 personal property moves and 4 outdoor advertising sign
relocations. The HDR Team engaged in negotiation, relocation, and lawsuit preparation activities.
Ms. Fritz had the highest settlement rate of any consultant working for the District at the time
and HDR received the highest performance grade ever given to a first time consultant.
Ernie Caldwell Boulevard I and II, Polk County, FL. Ms. Fritz serves as Project Manager for
this 40 parcel project that involves the construction of a new road that bisects two large active
farms, severely impacting the site of a 400' communications tower, affecting two new subdivisions
and involves acquisition of more than fifty acres of right of way. HDR addressed access issues,
contorted title issues, major severance damages, business damages, cures, overseas property owners
and angry subdivision residents. HDR suggested moncy.saving engineering alternatives for
consideration and approval.
Pine Tree Trail I and II, Polk County, FL. Ms. Fritz serves as Project Manager for this 29 parcel
project that extends from Ernie Caldwell Boulevard to south of the Oakmant Development. The
proposed project also involves the construction of a new roadway in conjunction with Ernie
Caldwell I & [I projects. HDR successfully acquired 15 parcels with primarily overseas property
owners in the advance acquisition phase within a short timeframe and will be acquiring 14 parcels
in Phas:e II. An incentive offer program was utilized in the advance acquisition phase to expedite
the acquisition process.
Wares Creek Stormwater Improvement Project, Manatee County, FL. The Cedar Hammock
(Wares Creek) Drainage Canal project was designed to alleviate flooding in a highly urbanized area
of Manatee County. The project scope consisted of oversight of appraisal, survey and title
activities. providing acquisition of 49 parcels and relocation and property management services.
Ms. Fritz served as Project Manager.
I-D3, ,
.
Education
BSBA, 1972, Real
Estate, University of
Florida
Professional
Registration(s)
Licensed Real Estate
Broker, Florida,
#BK272340
State-Certified General
Reai Estate Appraiser,
#RZ74, Florida
MAl, Member of
Appraisal Institute
IRWA Member
Technical Education
Florida State Law
Update lor Real Estate
. Appraisers
C400: National USPAP
Update
C430: Standards of
Professional Practice,
Part C
The Appraisal of Partial
Acquisitions
Attacking & Defending
an Appraisal in
Litigation
Condemnation
Appraising
Land Valuation
Assignments
Evaluating Commercial
Construction
Evaluating Residential
Construction
.
Mark G. Sawyer, MAl
Appraisal/Cost Estimating Project Manager
Experience
Mr. Sawyer has over 36 years of real estate appraisal experience in Florida. During
the 23 years sin<;c 1984, he has speciali:lcd in eminent domain assignments and been
co-owner of two appraisal businesses. Up until 2001, Mr. Sawyer was managing
multi-parcel projects, coordinating expert consultants {engineers, land planners, and
contractors), preparing appraisals. supervising 4-to-7 associates. reviewing staff
appraisal reports, participating in mediations, and providing expen testimony in Order
of Takings, depositions, court hearings. and jury trials. Me Sawyer has qualified as an
expert witness in the Circuit Courts of the following counties: Pillel1as, Hil1sborough,
Pasco, and Polk. Since 2001, Mr. Sawyer has specialized in appraisal reviews and
righI-or-way (R/W) cost estimating for public agencies. primarily FDOT Districts 7
and \, and Polk County. Specific project experience since late 2001 includes:
RIGHT-OF-WA Y COST ESTIMATING
FDOT District Seven. Many of these projects had multiple alternatives and have
been updated each year since 200 I. lbis is a partial list of representative projects.
. SR 200, from LIS 41 ro Withlacooehee River Bridge, Citrus County
. SR 39. from 1-4 to north of Knights Road, HiIlsborough County
. SR 694/Gandy Boulevard from east of 4th Street to west of Gandy Bridge,
Pine lias County
. SR 41 iUS 301, from SR 39 to CR 54, Pasco County
. US 41, from SR 44 to SR 200, Citrus County
. US 19, five segments from US 98 to CR 488, south of Homosassa to north of
Crystal Riwr, Citm"i County
. Gandy Boulevard from US 19 to East of 4th Street, Pinc1las County
. SR 41, from Sligh Avellue to Tampa Bypass Canal, Hillsborough County
. SR 52, from CR 581 to Old Pasco Rd. and]. 75, Pasco County
. US 30 I. from Boyette Rd. to Manatee County Line, Hil1sborough County
. Select Ponds for 1-4/Crosstown Conncctor, HilIsborough County
. SR 60, from Gomez to Brevard, Hillsborough County
Polk Counly
. Righi-of-way and ponds for Ernie Caldwell Blvd. (fonnerly North Ridge
Parkway) and Oakmont Extension of the North Ridge Parkway
. Eloise HND neighborhood project
. Cleveland Heights/Lake Miriam Drive Intersection Project
. Daughtery Rd., west and cast of US 98
APPRAISAL
. SR 52, US 19iLittie Rd., Hudson, Paseo Co, (9 par,)
. SR 52, Little Rd.lMoon Lake Rd., Pasco Co, (8 par.)
. SR 60. E. ofYaJrieo Rd., Brandon. Hills, Co, (12 par.)
. Interstatc Highway 275, Maximo Park. 51. Petersburg
. US 4\, S. of Sunset Lane., Lutz, HillsboTOUgh Co. (23 par.)
. SR 580, E. uf Raee Truck Rd., Hilis. Co. {17 par.)
. US Highway 19 & Drew SI., Clearwater (\2 par.)
. US Highway 19 & Curlew Rd., Clearwater (23 par.)
. Curlew Rd.. E. of LIS 19. Clearwater (23 par.)
. HiII,borough Ave., HimeS/Annenia, Tampa, (20 par.)
. Delaney Creck, Clair-Mel, Hills. Co. (21 par.)
I-D3.
9
.
Marilyn Jackson
Cost Estimating/Appraisal
Professional
Certification(s)
Experience
Ms. Jackson has more than 26 years of real estate services experience and holds the GAA appraisal
designation awarded by the National Association of Realtors. She is a General State Certified
Appraiser (#RZ128J), which allows her to provide appraisals for Federal use without limitation
regarding property type or complexity. During the pa~i seven years, Ms. Jackson has provided cost
estimates to four Florida Department of Transportation (FOOT) Districts, Districts 1,4,5 and 7. She
has extensive experience in large projects, such as 1-275 and 1-4, as well as PD&E Studies
considering as many as nine alternatives with multiple segments. In addition to preparing cost
estimates, Ms. Jackson has reviewed and assigned cost estimates on behalf of the FDOT. Selected
project experience includes:
Links Project (I~275), rDOT District 7. The Links project proposed a combination of partial and whole takes from
approxlmately 342 parcels along I~275 in Hillsborough County. Appraisal problems for this cost estimate included significant
parking loss from several hotels and class A office buildings located in the Westshore Business District. Functional replacement
was required for a public school, public housing and a Boys and Girls club, Valuation for redevelopment of historical sites was
provided.
State Certified
General Appraiser,
#RZ1281, Florida
.
SR 688 (Ulmerton Road) PD&E Study, FOOT District 7. Ms. Jackson provided cost estimating services in connection with
the PD&E Study for SR 688 in Pinellas County, The project contained over 1,000 parcels with five alternatives and four
segmcnts. Complex issues for this project included the addItion of frontage roads and c.hanges in elevation to accomplish
overpasses at three major intersections. Because the affected municipality did not allow non-confonning uses as a result of
eminent domain proc.eedings, estimates were provided considering costs with and without condemnation relief. This project
required extensive coordination with the business damage consultant and comprehensive research within a bricftimeframe,
SR 699 PD&E Study from Park Road to \\'.lllsingham, FDOT District 7. The SR 699 PD&E Study included 12 alternatives
with three alignments and four segments. The total parcel count exceeded 2,500, The project proposed takes from Gulf-front
condominium developments. commercial and residential uses. Special considerations included estimating damages for parking
loss and loss of association fees to condominium developments, and damages to properties made nonconfOlming by the take.
Gandy Boulevard MIS, FOOT District 7. The proposed improvements to Gandy Blvd. project impacted over 450 parcels from
Pinellas County to Hillsborough County. Cost estimates were provided for three alternatives, two of which estimated three
alignments. Sources of severance damages included the addition of frontage roads and changes in elevation, Business relocations
and business damages were significant.
Race Track Road PD&E Study and Design, Hillsborough County. Ms. Jackson provided cost estimating services for this
51h-mile project that involves widening Race Track Road from a 2-lane roadway to a 4-lane divided urban highway. This project
considered four alternati ve alignments and five pond site options. The project proposed takes from multiple parcels with planned
development as well as takes from significant businesses. Many of the parcels required analysis of potential cures to avoid real
estate and business damages.
Pauls Drive PO&E Study, HilIsborough County. The Pauls Drive PD&E Study was an implementation task for the Brandon
Main Street community plan. Cost estimates considered eight alternatives and pond sites for the 1h mile strip along Pauls Drive
from SR 60 to the Brandon Parkway. Each alternate included estimates with and without 10-foot sidewalks at Oakfield Drive.
Florida Avenue, FOOT District 7. The Florida Avenue project estimated nine alternatives totaling in excess of900 parcels.
The project limits included intense commercial development with significant business relocation and business damages.
Ms. Jackson has provided appraisal services for eminent domain projects. Representative projects include the following:
. Cypress Street widening
. Habana A venue widening
. 361h Street Bridge project
. North Blvd/Sligh Ave intersection improvement
. Sweetwater Creek flood control project
. Falkenburg Road widening
. Florida Ave/Waters Ave intersection
improvement
. SR 6l'Sl'S in Pinellas County
. Linebaugh A venue
. North Dale Mabry Highway road widening
. Intersection improvement project
. Bloomingdale Avcnue widening
. ShchJoll Road widening
. Dale Mabry IIwyiKennedy Blvd intersection
improvement
.
@."1.
10
I
~
,
~PanaJo cffppwu.at ~E7.ViCEl, []nc.
i!09 E. BLOOMINGQAlE AVE., PMB 264
BRANDON. Fl 335 11
VOICE~8nI681.9n6 . FAX (H13) 681.8G~1.l
March 3, 2008
Marilyn Jackson, Sr. Vice President
HDR, Inc.
2202 N West Shore Blvd., Suite 250
Tampa, FI. 33607-5756
Re: Agreement to be Part of Team
Annual Contract for Right of Way Acquisition and Other Real Estate Services
RFP No. 08-5022
Dear Ms. Jackson:
This letter will serve as notice of Parra do Appraisal Services, Inc. being agreeable to being a
part of the HDR team in the above referenced RFP.
I would like to thank HDR for allowing me the opportunity to be part of their team on the
proposal, and look forward to working with the company in the future.
If! can be of any further help please do not hesitate to contact me.
Sincerely, ~
G{j:::,) '~
Peter J. Parrado, MAl, SRA
State Certified General Appraiser RZ238
APPRAISERS . CONSULTANTS . LITIGATION VALUATJON
.
. f.m.
UNER
Llcen.e # CBCO 11812 (813) 949-0428 Fax 949-5447
CONSTRUCTION, 24160 STATE ROAD 54, UNIT 1 . LUTZ, FLORIDA 33559
Inc. E-mail: Liner.construction1@verizon_net
Marilyn Jackson
Senior Vice President
ROO Engineering Inc.
3-4-08
RE: Letter of intent Collier County, Fl.
Marilyn,
We >>ould like to be considered for working with HDl! Engineering, Inc:. in Collier
County, Florida. We have >>orked with HDl! on the Sol!. 54 project (Pasco County) and
wi th other appraisers in Lee County, Pinellas County and Hillsborough County.
We provide Replacement Cost, Take Items Cost and CUre Cost. Enclosed is a list of
references. If you have any questions please call.
. Thank you,
/~-;Y!---C"
(Oscar) F.M. Liner, Jr.
F .M. ~iner Construction, Inc.
.
.
.
.
.1.
Gerson, Preston, Robinson
&Company, I!A.
CERTIFIED PUBLIC ACCOUNTANTS
March 4, 2008
Mark G. Sawyer, M.A.I.
Senior Appraiser, Right-of-Way
HDR Engineering, Inc.
2202 N. Westshore Boulevard
Suite 250
Tampa, FL 33607-5755
RE: RFP 08-5022 Collier County Annual Contract for Right of Way Acquisition and other
Real Esta/e Related Services
Dear Mark:
This is our "Letler oflntm!" to be part ofHDR's team in HDR's efforts to acquire the above
referenced contract.
We appreciate the invitation and wish you success in this endeavor. Should you /wve any
questions, please do not hesitate to call me at (813) 228-9275.
V,ry ''"':jj'"'
JORGE L. MORENO Z.
For the Firm
666 71st Street
Miami Beach, Florida 33141
.
PHONf: (813) 93].:.3322
... (813) 93,-3]62
812WISTltNElWUiHAYf.
TAMPA, fl33618
WWW.AG5C.IIZ
March 3, 2008
Marilyn Jackson
HDR Enlineerinll
2202 N. Westshore Blvd., Ste 250
Tampa, Florida 33607
RE: Annual Contl1lct for Right of Way Acquisition and other
Real E.t.le Related Services, Collier County
RFP # 08-5022
Dear Ms. Jackson:
Please accept this .. a letter of intent from American Government Services Corporation,
and conlirm.tion that we can provide owru:rship und encumbrancc report. and real c.state
services to HDR Engineering in connection with the above referenced project
This letter shaH also serve flS confirmntion lhal AI11t.:rican Government Services is
certified with the State of Florida a. a Di.advantaged Women-Owned Business.
I appreciate the opp0l1unily to work with yml on thjs exciting proj(.'ct If you have any
que",ion or need additional ;nlonllntion, please don'l hesitate 10 eonlact me at (813) 933.
3322 extension 227.
Si~ere1y,
i t.L, J.4r-
ehfistine Wagen
Marketing Director
BlTEe EnllIO..loI.IOC.
. March 4, 2008
Marilyn Jackson
Senior Vice President
HDR Engineering, Inc.
2202 North Westshore Boulevard, Suite 250
Tampa, FL 33607-5755
RE: Collier County RFP 08-5022 Annual Contract for Right of Way
Acquisition and other Real Estate Related Services
Dear Ms. Jackson:
Please accept this letter as notice of RATEC's intent to be part of HDR's team in response to thc
above referenced Request for Proposal to provide professional appraisal support services.
Sincerely,
. RATEC Engineering, Inc.
Randall A. Toth, PE, PTOE
President
.
Exner! Testimonv Roadwav Site Traffic Transoortation
P.O. Box 320362, Tampa, Florida 33679-3362 Phoae: (813) 251-9477 Fax: (813) 251-4996
Office Address: 3825 Headersoa Boulevard, Suite 300-C, Tampa, Florida 33629
.
.
.
FRED B. LaDUE & ASSOCIATES, INC.
21 \0 ,19'" STREFT NOllTlI SUITF H
ST PLTLRSJ:HiHC;. lit. :.l,37 1 0
j 7271l.22-fd '.to Ff\X 17:!..7)(?:::.hO~'l)
AI'I'R>\ISFRS . (,O'iSIiET,\I\TS
1"1 hdue (0: l.;lnmaha \" rLCOnL
i\s or: 3/28J2(X)8
2140LA'IHlk{L#llO& 1]1
BrJlklllun. l"'lorid,l ,<421 !
March 02, 2008
Mr. Daniel Trosper
HDR Engineering
2202 N. West Shore Blvd.
Suite 250
Tampa, Florida 33607-5755
RE: Fee Proposal & Scope of Service
Collier County
Dear Sir:
Thank you, for considering my firm for the appraisal of the Furniture, Fixtures & Equipment on this
project. Attached you will find my companies brief history and my qualifications for your files.
Our typical scope of service for this project will be inclusive of a complete tangible asset listing, along
with, make, model, serial number and any other applicable data, when available. A detailed trade fixture
segregation including but not limited to process systems & attached improvements associated with the
trade being conducted. We will show a Replacement Cost New, a Fair Market Value in continued use and
Salvage Value for each item or group of items. This report will also include the required certification,
photographs of major assets, definitions of value and other materials that constitute a formal appraisal
report in conformance with the Uniform Standards of Appraisal Practice. We will further provide a
hypothetical relocation estimate, (If needed), based on known conditions within a 50 (fifty) mile radius.
If I may be of any further assistance please free to contact me.
Sincerely,
~)f~
Fred B. LaDue, n, ASA
PREVIOUS PERFORMANCE ON SIMILAR JOBS
.j_""","'''''''''M'A''-='_''''''''''''''_'''''''iM''~'''''__"=__ ,
The principles proposed on this project bring nearly 140
years of combined right-of-way appraisal and acquisition
experience. Most of HDR's Project Managers have held
leadership roles as employees of government agencies and
as consultants. They each understand the importance of
accurate, timely consultant productivity.
Mr. Thompson's experience induces all right-of-way
activity performed in District 7 from 1995 to 2007. In
1991 Mr. Thompson was named Deputy District Right-of-
Way Manager, Production for FDOT District 7. In this role,
he was responsible for all projects involving acquisition,
relocation projecls and suit preparation performed between
1991 and 1995. Prior to that, he was the Acquisition
Administrator at FDOT, District 1 from 1988 to 1991 where
he was responsible for all district acquisition projects for 14
counties. Prior to 1988, Mr Thcmpson's experience
includes suit inlormation, business damage contracting and
owner notification. He has also worked as a relocation
agent
.
Over the past 36 years Mary Arend has served as project
manager on well over 1 00 projects. Project types ranged
Irom intersection improvements to major interstate proJects.
She has participated as a team member in many additional
projects, including 1-275 from Howard Frankland Bridge to
Himes Avenue (150 parcels), US 41 (SR 45) from Fletcher
Avenue to Hillsborough County Line (120 parcels), 220'/20"
Street from Maritime Boulevard to SR 60 (80 parcels), 1-4
,rnr;"'-'%,
(SR 400) from 1-75 to east of Mcintosh Road (84 parcels),
SR 553 (Park Road) Plant City (80 parcels), and SR 55
(US 19) Drew Street, from North of SR 60 to CSX R/R
Crossing (56 parcels).
Ms. Fritz has managed 16 projects for HDR, with projects
varying in size Irom 5 parcels to 63 parcels. In her role as
Acquisition Supervisor for FOOT District 7, Ms. Fritz
managed over 20 projects. Prior to joining FOOT, Ms.
Fritz held a similar role at the Michigan Department of
Transportation where she provided right-of-way acquisition
services for 5 years.
Mark Sawyer brings 36 years of appraisal experience and
6 years of cost estimating experience. He was owner of
two appraisal firms where he specialized in eminent
domain appraisals. Mark has provided expert testimony at
Orders of Taking, depositions, court hearings and jury
trials. Over the past 6 years, Mark has preparec over 150
cost estimates for FDOT District 7 and various counties
and agencies.
With 17 years of eminent domain and 12 years of cost
estimating experience, Marilyn Jackson is a leader in the
right-of-way industry, providing more than 750 cost
estimates for the FDOT and numerous municipalities. Ms.
Jackson is known for her extensive experience with large
and complicated projects with difficult scenarios.
Below is a representative list of project experience for
HDR's management team.
JOE THOMPSON, CONTRACT/PROJECT MANAGER
b~ -.' , ~'
'!i" ~ ~ ~ _. ~ ~'; '" n", " - '
~- ~ ;z , ",:JGii (, "'''''' ~ ~ ~ =~=~!f>U'''' _""" ~:< ~ 4iV
Because Mr. Thompson served as District Right-of-Way Manager at FOOT
District 7 until his recent retirement, all of his references are former
supervisors or co-workers at the District. Each reference would be
applicable to all 01 his experience at FDOT District 7.
Director, Office of Right-of-Way
Ken Towcimak
605 Suwannee Street
Mail Station 22
Tallahassee, Florida 32399
Phone: 850-414-4557
Email:
kenneth.towclmakdildot.state.f1.us
1.275 from the Downtown Tampa Interchange to the Howard Franklin
Bridge, FOOT District Seven
Mr. Thompson served as District ROW Manager for this 315 parcel corridor with
400 relocatees. Responsibilities included oversight and management of all R/W
activities including scheduling, appraisal, appraisal review, acquisition,
relocation, and demolition The real estate market made this project a challenge
as property values were increasing at an enormous rate within the Tampa Bay
.
~~~~~ RFP 08-5022: Annual Contract 'or Right of Way Acquf$itfon and other Real Estate Related Services lD~ 1
PREVIOUS PERFORMANCE ON SIMILAR JOBS
.""""""""~1__m~~='Wffl>___ ~- __---=,""'4Wffl--"=-mm---Wt.-
Area. The appraisers and agents worked closely together to keep up with the
rapid market changes. These Interstate projects were certified ahead of their
~schedule~_<!<,te_l'/rt~a negotiate~S(lttlelll~nt rate .01780/,
Widening 01 1-4 Irom Downtown Tampa Interchange to the Polk County
line, FOOT District Seven
Mr. Thompson served as Deputy District ROW Manager in charge of
acquisition, relocation, and demolition activities for the first phase of five
projects comprising 339 parcels and numerous relocations. Later as District
ROW Manager during Phase II, he added responsibility for appraisal and
appraisal review functions for an additional 477 parcels and 445 business and
. residential relocalees_l'/~ile maintaining a 74'~ settlement rate.
US 19 from Pasco County to Pinellas Park, FOOT District Seven
Mr. Thompson served as an accuisitionlrelocation agent during Phase I of the
FDOT's efforts to convert US 19 to a controlled access highway using frontage
roads and grade separated interchanges. Phase I included approximately 266
parcels on seven projects at key interchanges like Easl Bay, Ulmerton,
Countryside Mall, and Tarpon Avenue. During Phase II as the District ROW
Manager responsible for managing all right-of-way functions, additional projects
at the Drew Street, Coachman Road. and Sunset interchanges involving 77
parcels were acquired. Approximately 20 inverse condemnation actions were
handled with Mr. Thompson acting as the client directing the litigation of these
claims.
_~~___...__.~_..___' . .. __.._._..__w___~~_.___"_, ..~___"__. '"'U_,"W___~ __._ _ ______..___.~~._.___~. ..... ,,_.__.____.____...".__"',_.,_
Crosstown Connector from 1-4 to Leroy Selmon Expressway Director of Transportation Development,
Mr. Thompson served as District ROW Manager for this 1 03 parcel corridor. FDOT District 7
Responsibilities included oversight and management of all RJ'N activities Scott Collister
including scheduling, appraisal, appraisai review. acquisition, relocation, and 11201 N. McKinley Drive
demolition The large industrial properties and the significant involvement with Tampa, Florida 33612
CSX rail facilities made this project unique. The project also required historical Phone: 813-975-6000
rehabilitation of reside~tiaIJ)r~perties Email: scott.colliste.r(ii)d~!.state.fi.us
Alexander Street (CR 39) from US 92 to Knights Griffin Road Assistant Right-of-Way Manager
Mr. Thompson served as District ROW Manager in charge 01 acquisition, Ronald A. Crew
relocation, and demolition activities for this 95 parcel project. Roadway 11201 N. McKinley Drive
I improvements north of 1-4 were on a virgin alignment in rural Hillsborough Tampa, Florida 33612
County. At the time of acquisition, construction was not funded which creating 813-975-6000
significant property management due t~ extended possessio.r1c. .__ ...Emait_!onald.crewiiildot.state.fi.us
.
.
District Secretary, FOOT District 7
Donald J. Skelton, PE
11201 N. McKinley Drive
Tampa, Florida 33612
Phone: 813-975-6000
Email: donald.skelton@dot.state.ft.us
General Counsel, FDOT District 7
Richard Vickers
11201 N. McKinley Drive
Tampa, Florida 33612
Phone; 813-975-6000
Emall: richard.vickerstilldot.state.ft.us
MARY AREND, PROJECT MANAGER/PROJECT PRINCiPAL
~-w w, . ~
' -- ' , 64
'" , t -_-~ " "'''
Wi w" --" ",t, "-- -=,," =4;;;;;r'f0j~I!lllllli'iclfL
Moon lake Road, Pasco County, FL
Ms. Arend served as Project Manager for HDR's Moon Lake Road project for
Pasco County which consisted of the accuisition of 192 parcels. This project Pasco County
was a cI1allenge because the scope included hiring the appraisers, managing Marcie McDonie, Senior Assistant
the appraisers, and acquiring right-of-way within 12 months. The County County Attomey
anticipated a very low settlement rate based on the project schedule. The HDR 7530 Little Road, Sul1e 340
team rallied to the challenge and completed the project within the 12-month New Port Richey, Fl34654
schedule and achieved a 52% settlement rate. Pasco County was so pleased Phone: 727-847-8120
with HDR's pertormance on Moon Lake Road that they awarded HDR their SR Email: mmcdonie@pascocountvft.net
54 project prior to the completion of Moon Lake Road. Pasco County stated
that their SR 54 project was their most difficult project to date.
_9I1!~1::..~~~:! RFP 08.5022: Annual Contracf for Right of Way Acqul,Hlon and other Real Estate Related ServIces @\. 2
PREVIOUS PERFORMANCE ON SIMILAR JOBS
.-'~=='=-
CR 54, from 1-75 to east of Curley Rd., Pasco County, FL
HDR is performing oversight of appraisers, appraisal review, acquisition, suit
preparation and relocation for CR 54 from East of 1.75 to East of CR 577/Curley
, Road. This roadway widening and realignment project consists of 77 parcels
and encompasses both residential and commercial properties. Challenges on
this project include large takes from businesses that want to remain where they
are due to their favorable locations, changes in elevation requiring TCE's and
Temporary Driveway Restoration Easements, and working with innovative
,cures. _..__...._...____...'""'.,._.. m..______......Om......___...
1-4 (SR 400) from West of 14th Street to East 01 SOth Street, FDOT District 7
Ms. Arend was the District 7 Project Manager for this 385 parcel project with
373 relocatees and managed the contracted consultant firm. The project scope
involved acquisition, relocation, demolition and preparation of lawsuits lor
residential properties and large industrial businesses with complex acquisition
and relocation issues. In addition to these duties, Ms. Arend also performed
quality assurance reviews and randomly interviewed parcel owners and
relocates to inquire if the program and service were acceptable to the
displacees. The project was cleared and certified on schedule with an 80%
negotiated settlement rate. Ms. Arend received an award from the State
~In~~~:~t~ p~~je~;:ns~ortation for her dedicationa~d perfor=an~~~e
1-275/1-4 Downtown Interchange Project, FOOT District 7
The 1.275 project consisted of the acquisrtion of 70 parcels with 39 relocations,
I 30 residential displacements, 8 business moves and 1 Non.Profit Organization.
At District 7 Ms. Arend managed three RIW consultant firms under separate
districtwide contracts. She coordinated activities between the City of Tampa,
Hillsborough County and Hillsborough County Transit Authority. The
acquisition/relocation and construction of the new Hillsborough County Transit
I Authority's main terminal was the greatest challenge for the success of the
project's production schedule. Ms. Arend personally successfully negotiated
withthe Transit Autho~ityand handl.e~ their relocati?n,..__..__
US 41 (SR 45) from Hlllsborough County Line to Sen Lake Road, FOOT
District 7.
! While at District 7 Ms. Arend served as the acquisition project manager for this
127 parcel project that included 109 relocations, 75 of which were business
displacements. She negotiated and acquired property from CSX Railroad
alongside their active rail system lor the entire length of the project. This was
extremely difficult and timely due to their strict requirement along -active~ rail
I systems. This project was cleared and certified on schedule. Elevation changes
~?ng this project caused TCE's to be converted to fee takes. .
.
Pasco County
Marcie McDonie, Senior Assistant
County Attorney
7530 Little Road, Suite 340
New Port Richey, FL 34654
Phone: 727-847.8120
Emall: mmcdonie<<iloascocountvfl.net
FDOT District Seven
Ronald A. Crew
11201 N. McKinley Drive
Tampa, FL 33612
Phone: 813-975-6000
Email: ronald.crew@dot.state.f1.us
FOOT District Seven
Ronald A. Crew
11201 N. McKinley Drive
Tampa, FL 33612
Phone: 813-975-6000
Email: ronald.crewti.ildot.state.f1.us
FOOT District Seven
Ronald A. Crew
11201 N. McKinley Drive
Tampa, FL 33612
Phone: 813.975-6000
Email: ronald.crewti.ildot.state.f1.us
LU ANN FRITZ. PROJECT MANAGER/QAlOC
. I ., ,
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L~~~ "' *" ,{:.-v;<:iC$#"""1%iiWl"",,d 4%4 ~:v"' ~,_~ " "~~ ~J ~,x ~ '" f"~
.
SR 54, from US 19 to US 41, Pasco County, FL
The widening 01 SR 54 included 110 parcels on 3 separate segments. The
project limits were SR 54 from US 19 to Little Road, lillie Road to Suncoast
Parkway and from Suncoast Parkway to US 41. The 3 phases includec large
acreage tracts, residences, proposed subdivisions, a funeral home, cemetery
and a municipal airport. Right-of-way also had to be acquired lrom Tampa Say
Waler. Pasco County and several utility providers. Attorney involvement ~as
FDOT District Seven
Ronald A. Crew
11201 N. McKinley Drive
Tampa. FL 33612
Phone: 813.975.6740
Email: ronald.crewti.ildot.state.f1.us
9~~ RF' 08-5022: Annual Contract for Right of Way Acqubifion and other Real Estate Related Services ID'J. 3
.
.
PREVIOUS PERFORMANCE ON SIMILAR JOBS
FOOT District One
Pam Pearre
801 N. Broadway Ave.
PO Box 1249
Bartow, FL 33831
Phone: 863-519-2421
Email: DamDearrecwdo1.fl.state.us
Polk County
Wade Allen, Chief Right-ol-Way Agent
PO Box 9005-Drawer #TS02
Bartow, FL 33831
Phone: 863-534-6710
Email: wadeallenCWDolk.county.net
Polk County
Wade Allen, Chief Right-of-Way Agent
PO Box 9005-Drawer #TS02
Bartow, FL 33831
Phone: 863-534-6710
Email: wadeallencwoolk.countv.net
.ill~.':::~::~::ion pa~1 loa~~:~~~:--"---~ ~
agents on the project. testified lor the FOOT and acted as the client at Orders of
Taking. This project was similar to Golden Gate in that there were significant
_ct1ar1ge_sin~l~vation re<juirin.g_I~i:'s.~ol1gVlithfee takes.
SR 78, North Fort Myers, Lee County, FL
Ms. Fritz served as Project Manager for FOOT District 1. HDR acquired right-
of-way for the improvement of State Road 78 (Bayshore Road) in North Fort
Myers, Florida. This roadway improvement project included lour-Ianing State
Road 78 from east of Slater Road to west of Interstate 75 involving 2.5 miles.
The acquisition project consisted 01 42 fee parcels, 11 temporary easements, 8
permanent easements, 2 business relocations, 1 residential move, 9 personal
property moves and 4 outdoor advertising sign relocations.
Our team engaged in negotiation, relocation, and law suit preparation activities.
Ms. Fritz had the highest settlemenl rate of any consultant working lor the
District at the time and HDR received the highest perfonnance grade ever given
to a first time consultant.
~__,.".,.,,,,,,..,._._ '__._m_._____.______________.___._.._.__.m. __~__~~______
Ernie Caldwell Boulevard I and II, Polk County, FL
Ms. Fritz serves as Project Manager for this 40 parcel project that involves the
construction of a new road that bisects two large active farms, severely
impacting the site of a 400' communications tower, affecting two new
subdivisions and involves acquisition of more than fifty acres 01 right of way.
HDR addressed access issues, contorted title issues, major severance
damages, business damages, cures, overseas property owners and angry
subdivision residents. HDR suggested money-saving engineering alternatives
forc~nsid~rationandaJlproval- . .._____.
Pine Tree Trail I and II, Polk County, FL
Ms. Fritz serves as Project Manager lor this 29 parcel project that extends from
Ernie Caldwell Boulevard to south of the Oakrnont Development The proposed
project also involves the construction of a new roadway in conjunction with
Ernie Caldwell I & II projects. HDR successfully acquired pa~ls with primarily
overseas property owners in the advance acquisition phase within a short
timeframe. There are 15 parcels in Phase II_ An incentive offer program was
utilized in the advance acquisiti~l1_phase to exped~~e..the acquisitionproce.ss.
Wares Creek Stonnwater Improvement Project,
Manatee County, FL
The Cedar Hammock (Wares Creek) Drainage Canal project was designed to
alleviate flooding in a highly urbanized area of Manatee County. The project
seeps consisted of oversight 01 appraisal, survey and title activities, providing
acquiSition of 49 pa~ls and relocation and property management services.
Ms. Fritz served as Project Manager.
Manatee County
Jim Staples, Interim Property
Management Director
1022 26th Avenue East
Bradenton, FL 34208
Phone: 941-708-7489
Emall: Jlm.staples@Co.manatee.f1.us
MARK SAWYER, MAl, APPRAISAUCOST ESTIMATING pROJECT MANAGER
!F ;v-" 'm - - - f '
,-, ,-- i
tv ~_nm:~n0.\"45:1?'~"f1::: ~ ","!l~;~~.~' -y if:
Tampa, HiIIsborough Ave. Irom Himes to Annenia Ave. Appraisal Project
(20 parcels)
A road widening project from undivided 4 lanes to divided 6 lanes. Takings
involved a wide variety 01 commercial properties, a large church, and a city fire
station. Loss 01 parking and/or substandard setback impacted most 01 these
FOOT District Seven
Jim Petrovich, Deputy District Right 01
Way Manager - Appraisal
Florida Department olTransportation
Office of RighI of Way
11201 North McKlnley Drive
~ RFI' 08.5022: Annual Contract fOf Right of Way Acquisnlon and other Real Estate Related Services li)~ 4
PREVIOUS PERFORMANCE ON SIMILAR JOBS
.^,"'''",,",,*M'''' r... ... "",,,==,,wmm t """ ""'''''''''''_~~~:i>'''=-W_<
~;~~~~i~;'th~h:r~~~t~~ge of cures included a cut-a:~-relace t:c~urc~::d i;~f~~:~:::~Ch@dot.staw.fl.us-l
As-Needed Appraisal Assignments for Pinellas County ; Pinellas County
Tasks were single-parcel appraisals on an as-needed basis. Many of the James R. Meloy, Real Estate
properties appraised were large tracts the County wanted to purchase for park Administrator
i purposes, Since large tracts, especially waterfront, were unique to built-out 509 East Avenue South
Pinellas County, the scarcity created complex appraisal problems to estimate Clearwater, FL 33756
market value. n7-464-3503
Email:jmelov_@co.Dinellas.fl.us ~
Pasco County, US 19 froni-pi~ellasCounty Line to Hernando County Line FDOT District ~~ve~ --- I
(200) parcels Bill McTeer, Cost Estimate Coordinator
This cost estimate was for a PO&E study for adding continuous right-hand tum Florida Department of Transportation
lanes and elevated overpasses with ramps at major intersections, The property Office of Right of Way
mix was 90% improved commercial and the balance vacant commercial. Major
impacts that had to be considered were setbacks, parking loss, reduced 11201 North McKinley Drive
Tampa, FL, 33612
access, quality of access (one-way ramp sections), and takings hitting 813-975-6735
buildings, Emall: bill.mcteenQ)dot.state.fl.us
FOOT District Seven
Bill McTeer, Cost Estimate Coordinator
Florida Department of Transportation
Office of Right of Way
11201 North McKinley Drive
Tampa, FL, 33612
813-975-6735
Emall: blltll1cteenlildot.state.fl.us
FDOT District Seven
Bill McTeer, Cost Estimaw Coordinator
Florida Department of Transportation
Office of Right of Way
11201 North McKinley Drive
Tampa, FL, 33612
813-975-6735
Emall: bill.mcteenQ)dot.state.fl.us
Pasco County
Marcie McDonie, Senior Assistant County Attorney
7530 Little Road, Suite 340
New Port Richey, Fl34654
Phone: 727t847-8120
Emall: mm9donie<w.Dascocountyft.net
City of Clearwater
Mike Quillen, City Engineer
Municipal Services Building
100 South Myrtle Avenue, Suite 220
Clearwater, Fl33756
Phone:727t562-4743
Email: michael.auillen@myclearwater.com
.
Hillsborough County, SR 674 from US 301 to CR 579 (100 parcels)
This cost estimate was for a PO&E study for road widening project with 3-10.5
alternatives. Neighborhoods were a mix of commerciaUresidential, residential.
a small histOriC unincorporated downtown, and agriculturelresidential. Major
impacts that had to be considered were setbacks, parking loss, reduced
access, and takings hitting buildings_
Hernando County, 1-75 from PascotHernando Co. line to No. of SR 50 (30
parcels)
With the project in the earty stages of design, this cost estimate included a mix
of ponds for a future widened Interstate and additional RNV for its intersection
with SR 50. Most ponds were on large agricultural tracts; however, some were
at the intersection impacting gasoline stations. Increased limited access had to
be addressed along SR 50.
FOOT District Seven
Ronald A. Crew
11201 N. McKinley Drive
Tampa, FL 33612
Phone: 813/975-6000
Email: rOlli.ld...ellt@dol.stale.fI&~
.
Polk County
Wade Allen, Chief Right-of-Way Agent
PO Box 9005-Drawer #TS02
Bartow, Fl 33831
Phone: 863t534-6710
Emall: wadeallen@poik.countv.net
~~ RF,. (J8~5022: Annual Conflocf tot Right of Way Acquisition and other Real Estate Related Selvlces @~ 5
.
.
.
ABILITY TO COMPLETE ON TIME AND WITHIN BUDGET
AND COST OF SERVICES TO THE COUNTY
HDR proposes a professional staff with the necessary
experience and resources to successfully accomplish the
work required for this contract. HDR has established itself
as a firm with a clear understanding of right-of.way policies,
procedures and production. This understanding is based
on all aspects of a project from notice to proceed to
certification. HDR has demonstrated the capacity to
successfully complete assignments and to manage overall
workload in order to continuously maintain sufficient staff
availability for assignments, while meeting overall budget,
schedule and quality objectives.
HDR is committed to thorough, effective management of our
staff and the activities of our subconsultants. The HDR team
is immediately available upon notice to proceed and will be
dedicated to teamwork and business excellence. The
Florida staff is supported by another 110 agents across the
country. These additional resources, if called upon, are
accustomed to rapid deployment and long.term commitment.
The following organizational chart shows proposed staff in
each 01 the required disciplines and their availability and
commitment to Collier County.
~- ". ---- .......... J
~'@r County
-~- ~""""''--
KnIN I. HlNDll:ICKI
_m_ __
JoeThompson(l~
MaryA.rend(9C1Jl,)
LuAnn Ft1tz (SO")
MlJr1<8alfo;er,M"'I{1~}
Mer1<S~r. MAl (l00s)
Dan Tmlper (9Cl5')
....rlljIl Joo><son (roll)
Susan SlIIV)ef' (1ClO'5)
Jennlhlrcuster(l00SJ
Daniel Yao<(OO%)
stlhIencust.er(~
J_HOW<Wtt(3OlI)
MII'Y Aren:t f90"}
L.uA.m Frttz (SO")
Mark Besoner ~")
OanleIMId<:(9:''JI'iJ
St2vencuster(9(JJ')
AMI WeM!r t80$J
Colleen BlIrter{100w.)
JennlrerCIJSter (100'Jl'iJ
Janae BlIrbI!8U (100.)
Josette Rcdrlcuez (8~")
A;1In Costa(6rn5)
EmlliOcorrales~J
1m.[
AmertcelnGowmmert
SeNlces ([EE)
.............
peterPlJl'T1lQJ. M\I
Oscar lI1er. GenefIII COntRlCtDr
Fred Ladue, FF&E
Ranctj TotI\ PE. EnClneer/pllmer
cosrlSll/llA~
Jorce Moreno, Buw.ess Oam8"S
^~ RFP OS~5022: Annual Contract fOf Right of Way Acquisition and other Real Estate Related Services ID~ 1
ABILITY TO COMPLETE ON TIME AND WITHIN BUDGET
AND COST OF SERVICES TO THE COUNTY
.
Progress will be monitored utilizing Primavera, a
computerized scheduling system. Mr. Thompson was
instrumental in developing templates lor the right-ol-way
process used during his tenure at FDOT. All right-ol-way
projects In the District were tracked using this system. The
template can be modified to reflect the County's process
through the last title acquired date. The template breaks
the overall right-of-way process into a series of smaller
activities. For each activity, a duration is established and
the activity is linked to its predecessor and successor
activities through the logic model. Through this process,
Primavera is able to identify the pacing activities (known as
the critical path) and appropriate attention can be given to
those activities. During the life of the project, as key dates
are reported to the system, it will recalculate the critical
path, and attention can be shifted as necessary.
HDR will be fiscally responsible to Collier County. We will
suggest approaches to all task assignments that accomplish
the desired objective in the most cost efficient manner. HDR
strongly feels that our long term relationship with Collier
County will be fostered by also being good stewards of the
taxpayers' money. Close communication with Mr. Hendricks
will be vital to achieving this goal.
We will conduct settlement conferences with attorneys who
have blocks of parcels on a particular project It has been our
experience that these conferences increase settlements and
reduce litigation.
When appropriate, HDR would recommend using value
findings to negotiate non-complicated parcels. Fees for value
flndings are significantly less than fees for summary
appraisals.
The table below contains start dates, project descriptions and end dates lor all current and projected HDR proJects.
.
Start Date Anticib:::d End Project Description Client HDR Assigned Staff
Pine Tree Trail, Phase 2 - HDR is providing acquisition Polk
service~sfor 15 parcel~,~_ Count}:
Manatee
Wares Creek - 13 parcels in Phase 3 on-hold.
___~__~__~_...____ ~~~nty
Harden Road - HDR is providing acquisition services for Polk
..?7parcel~~~long.l:l~d~~~~<:d:~~~____ .~~__~~ ...~ounty .
2/08
6/08
4/05
Unknown - on hold
3/08
9/08
Lu Ann Fritz,
Anna Weaver
Lu Ann Fritz
8/07
2109 - Acquisition
is expected to be at
least 90% complete
by 9/08.
SR 54 - 77 parcel project including acquisition,
relocation and appraisal management Acquisition
activities expected to be substantially completed by
7/08.
Pasco
County
-'^'"
Lu Ann Fritz, ~
Anna Weaver
---.-
Mary Arend, Steven I
Custer, Daniel Mack, '
Janae Barbeau,
Colleen Baxter,
Jennifer Custer,
Anna Weaver
_._._"'....^_..._..__.._~~~
Mark Besoner
SR 710 ~dy~nceAcquisitio~=10 parcels,
SR 710 - HDR Prime, 50% partner with American
Acquisition. HDR's workload consists of approximately
133 acquisition parcels and 30 relocation parcels.
Contract awarded January 2006. We have not received
NTP, project has been on-hold, MPO challenging
~esign,_~~_
Indian Street Bridge - 15 acquisition parcels and
relocation parcei
2108
7/08
On hold
Unknown
9107
Acquisition to be
completed by 7108.
.
FOOT, 0-4
FDOT, D-4 Unknown - project is
questionable
FOOT, D-4
Mark Besoner
~ RFP 08-5022: Annual Conlroct for Right of Way Acqui$ition and other Real Estate R~ated Services ill\. 2
ABILITY TO COMPLETE ON TIME AND WITHIN BUDGET
AND COST OF SERVICES TO THE COUNTY
.
HDR has never
been delinquent
on a project
schedule and we
have alwavs
perfonned within
or below project
budgets. The
following project
experience and
letters of reference
are submitted lor
yourreview.
.
.
Polk County
Wade Allen
8631534-6043
FOOT District 7
Bill McTeer
8131975-6735
FOOT District 1
Bill McTeer
8131975-6735
Utah DOT
Ray Bennett, Right of
Way Manager
8011965-4809
Pinellas County
James R. Meloy
7271464-4503
FOOT District 7
Jim Petrovich
813/975-8767
_.".,_.^_.~.._.~"",,....-
Polk County
Subconsultant to
PARARA
Warren Heyman
8631736-6568
Seminole County
Robert Ristner
407/665-5736
Pasco County
Marcie McDonnie
7271847.8120
Pasco County
Marcie McDonnie
7271847-8120
City of Clearwater
Mike Quillen
727/562-4743
FOOT District Four
Van Neilly
9541777-4287
City 01 Jacksonville,
Real Estate Division
Patricia Brown, Rot.
Bob Williams
9041630.1600
Seminole County
Neil Newton
407.665-5659
CR 376 (Lakeland Highlands Road) Cost Estimate
Pasco County, US 19 from Pinellas County Line to Hernando County Line Cost Estimate
Hillsborough County, SR 674 from US 301 to CR 579 Cost Estimate
Hernando County, 1~75 from Pasco/Hernando Co. Une to No. of SR 50 Cost Estimate
Oavo and Weber Counties, north of Sail Lake City. Utah, SR 108, from 1700 South in
Syracuse to 1900 West in West Haven Cost Estimates
As needed appraisal assignments for Pinellas County
Hillsborough Avenue from Himes to Armenia Appraisal Project
Waverly Road Utilities Appraisal Project
Lake Hayes Water Main Appraisal Project
Moon lake Rd. Acquisition Services
SR 54 (From East Of 1.75 To East Of CR 7551CuriBY Road) Acquisition Services
(Pete Parrado - Appraisal Services)
Friendly Village of Kapok Relocation
SR 710 Acquisition and Relocation Services
(Onty Advance Acquisition to dale)- Project on hold
Pulaski Road Acquisition and Relocation Services
CR 15 Road Improvement Project
81
200
100
400
20
17
15
192
77
200
133
acquisitions
30
relocations
42
.~,~~!!2 RF" 08-5022: Annual Contract for Right of Way AcquiJition and other R.eol EJtofe R.elated Sel'YlceJ I-i)~ 3
ABILITY TO COMPLETE ON TIME AND WITHIN BUDGET
AND COST OF SERVICES TO THE COUNTY
.""-"'"""""'({>I<Wj__"""""'....,,~"""'.
Manatee County
Jim Staples
941.708-7400
FOOT Distl1c1 One
Pam Pearre
8831519.2421
Polk Counly
Wade Allen
8631534-6043
.
Polk Counly
Wade Ailen
8631534-6043
Polk County
Wade Allen
8631534-6043
FOOT Distl1cl Four
Van Neilly
954/777-4287
Polk Counly
Wade Allen
8631534-6043
Polk County
Wade Allen
8631534-6043
City 01 Pelm Coast
John Morris
386/986-3731
C~y 01 Jacksonville,
Real Estate Division
Patricia Brown, ReI.
Bob Williams
9041630-1600
Clly 01 Jacksonville,
Real Estate Division
Palricia Brown, ReI.
Bob Wiillams
9041630-1600
City of Jacksonville,
Real Estate Divllion
Patricia Brown, Ret.
Bob Williams
9041630-1600
City of Jacksonville,
Real Estate Division
Patricia Brown, Ret.
Bob Wiillams
9041630.1600
City 01 Jackscnvllle,
Real estate Division
Patricia I!TOwn, Ret.
Bob Wililams
9041630-1600
.
Polk County
Wade Ailen
8631534-6043
Acquisition of 49 parcels for Ware's Creek Flood control project
SR 18 (Bayshore) Acquisition & Relocation Services - 61 acquisition parcels, 15
relocation parcels
CR 655 at Denton Road Acquisition
Acquisition for Ernie Caldwell Blvd" Phases 1 and 2
Acquisition for Pine Tree Trail- Phases 1 and 2
Acquisition for Indian Street Bridge project
Lake Marion Creek Bridge Replacement Project
Shepherd Road B'idge Replacement Project
Professional Real Estate Acquisition SeNlces
Wesconnette Blvd, Acquisition and Relocation SeNices
LaMoya Avenue Acquisition and Relocation SeNices
Lenox Avenue Acquisition and Relocation Services
Collins Road (Phases 1 & 2) Acquisition and Relocation Services
8. SI,.el (Phases 1 & 2)
Old Middleburg Road
Spirit Lake Road Acquisition
49
76
It
40
44
15
acquisitions
1 relocation
B
5
11
52
28
Phase 1 -
29
Phase 2 -
47
24
5
~,~,,"~~2 IFP 08.5022: Annual Contract fOf IlJght of Way AcqulsHlon and other leal Estate Related Services lD3. 4
.
.
ABILITY TO COMPLETE ON TIME AND WITHIN BUDGET
AND COST OF SERVICES TO THE COUNTY
FOOT District Seven
Aurelie Anthony
8131975-6766
Polk County
Wade Allen
8631534.60-43
DlStrictwide Right-of-Way Services (part of HDR's GEe contract)
Road -1 parcel
Reagan Parkway -1 parcel
Lane - 2 parcels
Marion Creek - 8
Jacksonville Electric
Authority Pulaski Road
Donald Burch
9041665-6535
4
On-call
12
'M~4r!!,,>.~l1t:! RFP 08-5022: Annual Contract fot Right of Way Acquisfflon and other Real Estate Related Services m~
ABILITY TO COMPLETE ON TIME AND WITHIN BUDGET
AND COST OF SERVICES TO THE COUNTY
.~~"~.,w~"~""~"~,w"__"w,,www,,_,w""~~"~"'_._~~_~~~w"'w,w~w,w__"w
THE FRIENDLY VILLAGE OF
KAPOK MOBILE HOME PARK
City 01 Clearwater, Florida
Client Contact: Mike Quillen, Director of EngineeTing, City
of Clearwater, MemoTial Services Building, 100 South
Myrtle Avenue, Suite 220, Clearwate" FL 33756,
727-562-4750 (phone). 727-562-4755 (fax),
Michael.ouillen(a)mvclearwater com
.
The City of Clearwater selected HDR to relocate nearly
200 lamilles lrom the Friendly Village of Kapok Mobile
Home Park. The City required the site for its Alligator
Creek floodplain restoration, wetland creation and habitat
improvement. Prior to HDR's involvement, the project had
received several years of negative press. and many of the
residents had been outspoken in opposition to the project.
The goal of the City was to accomplish this project in a
manner that would promote positive public
perception while insulating the City from
the day-to-day activities of the process.
HDR was responsible for relocation,
mobile home park management that
included collecting rents and
maintaining the park and property
management. Once selected, HDR wrote
a relocation plan specifically designed to
strike that critical balance between the ___
needs of the residents and the needs of
the City. The relocation plan consisted of a modified
Uniform Relocation Act that excluded last resort housing
payments and notices were issued in accordance with
Florida Statutes 723 and 83.
When the plan had been approved and the site had been
acquired, a public meeting was planned. Because this was
considered to be a high-profile project and the likelihood
for problems at the public meeting was significant, there
were numerous meetings with city staff, including the City
Manager and the Director of Public Relations. HDR staff
set the tone of the meeting by assembling covered tables
with fresh flowers and candy and greeting each resident at
the door with a smile and an extended hand, inviting each
resident to make an appointment for a relocation agent to
visit their home to discuss their needs. As the residents
were seated, agents continued to introduce themselves
and began to develop relationships.
.
It is our experience that the primary cause of anxiety
associated with relocation is the lack of understanding of
the process. We knew excellent communication was the
key to the success of this meeting. The presentation
provided the residents a step-by.step explanation 01 what
they could expect as a result of this project. The audience
was very attentive and even applauded on more than
one occasion. On this evening, well over 100 families
scheduled appointments for Needs Assessment Surveys,
and the project was underway.
Within one week of the public meeting, HDR established a
field office within the park and hit the ground running. The
project had a 24.month schedule. Six months into the
project, the City learned one of their grants was
contingent upon having the property vacated within 12
months. Our project schedule was cut in half. As a result
of our diligence and dedication to this project, HDR
successlully relocated over 200 families and disposed
of over 100 mobile homes in one year.
Throughout the life of these relocations,
HDR maintained an excellent rapport With
each resident. Our agents worked very
hard to ensure each displacee that we
were working in their best interest. The
agents often went above and beyond the
scope by helping the residents with their
day-to-day struggles such as taking them
by the grocery store on the way home from
inspecting potential replacement housing sites and
providing transportalion to obtain identification necessary
to cash housing checks. While this project did not have
Section 3 requirements, HDR hired a low income resident
of the Friendly Village of Kapok to care for the grounds.
As a result of HDR's efforts, the City of Clearwater was
on schedule with its restoration project and had
retained its grant eligibility. HDR executed this project
using only 70% 01 the labor budget and approximately 25%
of the expense budget. Instead of having mobile homes
demolished, HDR sold the homes and saved the City
over $200,000 in demolition costs. At the complelion 01
the project, the Mayor and City Commissioners
recognized HDR for our exemplary performance on
this project.
,,~~~ RFP 08-5022: Annual Contract for Right of Way AcquIsition and other Real Estate Related Services I-D~
6
ABILITY TO COMPLETE ON TIME AND WITHIN BUDGET
AND COST OF SERVICES TO THE COUNTY
.~"W~_""__~"_"~'_"~~~~"~~~._---"._-"""-----"._-,."","
.
.
PASCO COUNTY, FLORIDA
Juiy 12. 2i!U7
Marilyn .IUI:Ls,m
Vil.:.:Prl;:ii(k'nl
IIDR Engu\eering. h\(.
no:: N. West Slwf\: B{lUkvarJ
Suite 250
J'ampa. FL D607
Subj.;ct: Ll'ltcr of Recommendation
I (\ \Vhl~m It May Cl.ltll.;lJrn
I I Of{ Lnginco:.:ring. loc II lOR) h<ls h.:~:n n:..pnnsibk h1)' l\tSe'l County's \1(\00 Lake Road
rmjet:t, ~l 19] furcl'l pmjt!'l:llocakd In Pm..:.:) ('nunt} IlnH'~ !'Iile 1'1.1:'; induded "wJe-cl
.-\dlllinL~tri.lli()H, Nt:g-Oli<ltll'll Set\ l~'~'~,. ~md C!(J:>il1g Scn'I".~,:,,,. I {DJ{ has l..'.\l~t.,,\:,.lo;:d all
~'xp;:clariHm, 10 tho: \\\lrk prd~,..tlled ttlf thl' ('minty. Pasc,l Coumy's Real Fst>tlC
Lkp(jrtm~lH Iws a g~JI \~j)JlH1g relatimlShlp "'ll1h IIDR and th~u- stuff a.ad \\Olllc..l
n.."(umm~rld hiring lh.:m again fllr fUlun: roall projc\.'t::<
] "\t'ult! highly rt:(('ll1l1lt:I'K! HDR for an} mad proj~cb thm IIl\'t\ln:' right or \\a>
acqlJisitkll)s that }\"lU might he conti'OlrIJtjng..
Sifl"~fd\.f: .' ,,'
"~I '('/~ /
j -' ..II.L.,"
, "-t,.! . /. :(.k.".'!. ..
M1Vidlld .;1;"
\{~all. h.~ Man,1gC'T
IJa<;i.~"\ ( nun:)'. }. hH:,t,
"'~ IFI' 08-5022: Annual Contract for light of Way Acquisition and othet Real Estate Related Services @~
7
ABILITY TO COMPLETE ON TIME AND WITHIN BUDGET
AND COST OF SERVICES TO THE COUNTY
."1'''''1____'''''''''umi''-''''''''''''''_'''_
330 Wesl Chu:n:h Slrccl
P,O. .Bor. !:ilOO5
DnwuJTS02
Banow,FL33831-9005
Phone: (863} 134-6100
F....' (863) 534-6721
Engineering Divisl{m
1lottnl of COMfit! Cttmllllnlo".,.,
November 1, 2006
Marilyn Jackson
Vice President
HDR Engineerin&, Inc.
2202 N. West Shore Boulevard
Suite 250
Tampa, FL 33607
Subject: V.rifl<.lloa Letter for Serviees Provided by HDR EqIlInrinl
Polk County, JlIorlda
To Whom It May Concern:
.
Please occepllhis letter as verification lbat HDR Engineering, as the prime COllSU1tant,
has ei!her completed or is currently working on the following proj_ for Polk County,
Florida.
Project n..cripti.n
~e Mmion Creek Bridp 1lCp~nt
S ~ Briel e Re lacem<:ot
* .fP.....1a Slap Date of
Com lotio.
S Co 1ol?<i 9/2006
5 leted 5fZOO6
il'at.:eh
26 I..ieense Completed 8f2003
A enlS
10 Coml'loIo<I I1fZ003
45 In s Est. 612007
Spirit Lakt Rood Acquisition
, CR 655 at Denton Rood As.uiSiiiOI\-
, Ernie Caldwell Boulevard
All of the above projects inelude Project AdmiDislmtion, Title Serviees (ineluding
curative), Neaotiatioos md Closing. HDR EzlaU>eerinll has exceeded all expeclBlio.... in
the work performed on completed proj_ and its =t project for Polk County,
Florida.
Sincerely,
~
Chief Right o[Way Agent
.
^ ^~iF~~~n~~ RFP 08-5022: Annual Contract fOf Right 01 Way Acquisition and other Reol Estate Related Services IDt B
ABILITY TO COMPLETE ON TIME AND WITHIN BUDGET
AND COST OF SERVICES TO THE COUNTY
.~~~""""'m"~"m.'_=_~~'_'__._"_'____
-.."
Florida Department of Transportation
JEJ; BUSII
GOVE1\NOa
November 1. 2006
DKJ'(VU. .I. SJ1JT1.&a. nt.
UCUTAIlY
Mlrilyn Jackson
Vice: President
HDR Eng;lK:ering. Inc.
2202 N. West Shore Boulevard
Suite 250
Tampa, FL 33607
Subject: Verlf'lCatlo. Letter lor Serv.... Provided by HOR Acquisition Servi...,lnc.
SR 78 (B.ysbro Bnlovnrd)
Item/See. No. 1957051
Lee Co.nt)'
To Wbom It May Concern:
.
Please accept this letter as verification that HDR Acquisition Services, Inc., as the prinle
consultuut. completed the SR 78 project for mOT, District One in September 2003
consisting of 52 parcels. HDR provided Project Administration. Title Services (including
curative work). Negotiation Services. Relocation ScrvicC:i. Closing Services and
preparation of eminent domain suit packages. HDR Acquisition Servic..,. roc. .xceeded
all expectations in pcrfonning this work for FDOT, District One.
I would highly recommend HDR Acquisition Servicos, Inc. tor any endeavor they might
pursue.
Sincerely.
'-T. ch~?~~
Pamela J. Pearrc
Project Manager
District One, Right of Way Department - Acquisition Office
8011\orth Broadway Avenue. Post Office Box 1249. Bartow, Florida ))8Jl~1149
(863) 519.2421 0(863) 534-7168 (FAX) OMS 1-66
.
,,_So~~~ RFP 08-5022: Annual Contract for R./ght of Way Acqui~itjon and other Real Estate Related SelVices l-i)~ 9
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Proposed Fee Schedule:
HourlY Rate Schedule
Principal
Project Manager(s)
Real Estate Appraiser (State Certified General)
Senior (Property Acquisition Specialist - RIW Agent)
Staff (Property Acquisition Specialist - RJW Agent)
Admin. Asst.
LumD Sum Pricinll
Obtain I Provide Title Commitment
Obtain t Provide 0 & E Report
.
.
PROPOSED FEE SCHEDULE
$ 170.00
$ 139.00 - 170.00
$ 120.00 -15000
$ 91.88
$ 81.79
$ 56.73
$ 375.00
$ 350.00
~SP~~ IfFP 0845022: Annual Contract fOT RighI of Way Aequls/Hon and other Reol Estate Related Services @::{
PREVIOUS PERFORMANCE ON SIMILAR JOBS
.",_iA""~"""'''''''_'==~
. .
FOOT District 7
Contact: Bill McTeer, Cost Estimate Coordinator
Florida Department of Transportation
Office of Right 01 Way, District 7
11201 North McKinley Drive
Tampa, FL, 33612
813t975-6735
.
FOOT District 7
Contact: Bill McTeer, Cost Estimate Coordinator
Florida Department of Transportation
Office of Right of Way, District 7
11201 North McKinley Drive
Tampa, FL, 33612
813/975-6735
State of Utah Department of Transportation
Ray Bennett, SRlWA & Certified General
Appraiser
Right of Way Manager, Right of Way Division
4501 South 2700 West
Box 148420
Salt Lake City, UT 84114-8420
I 801/965-4809
i
. l~
i Hernando County. SR 50 from US 19 to Manner
, Boulevard - Speciai Purpose Estimate
to measure the cost of RNI with an open
ditch to the additional costs of a retaining
wall without RNI. Parcels included a mix of
vacant tracts, restaurants, retail stores,
professional offices, and miscellaneous
commercial types. Major impacts that had to
be considered were setbacks, parking loss,
and reduced access. The resulls were that
I retaining walls had a substantially lower total
i cast, even without consideration of business
damages.
09107
Hillsborough County, SR 60 Irom 1-275 to
I Spruce St., Links Stage 4 - This is a very
I short and costiy segment approaching a total
of $1 Million since several large office
buildings were going to be damaged out due
to severe takings affecting setbacks and
parking loss. A second alternative using air
rights was added to bridge over one parcel
to maintain 95% of the 55% parking loss.
The preliminary results were that the air~
rights scenario had enough cost savings to
justify the increased costs of bridging this
one parcel.
Davis and Weber Counties, north of Salt
Lake City, Utah
SR 108, from 1700 South in Syracuse to
1900 West in West Haven - This ten-mile
project to widen the heavily-traveled, two-
lane SR 108 began with a detailed cost
estimate of a center alignment and ended up
with abbreviated analyses of 4 more
alternatives. Most of the impacted parcels
were single family residences; commercial
improvements were located at major
intersections. Reduced setbacks were the
main issues to analyze lor the residences.
Major impacts that had to be considered for
; the commercial parcels were setbacks,
I parking loss, reduced access, and takings
'I' hitting structures. The project continues to
be fine tuned and is now down to two
altematives. We will perfonn more work on
~_-1.:hiS project in the near future. ~
05107 & 02108
10106,03/07 & 09107
_,S~~ RFP 08-5022: Annual Contract for Right of Way AcquiJ/Hon and other Real Estate Related Services I-i)~
.'
PREVIOUS PERFORMANCE ON SIMILAR JOBS
Pasco County
Contact: Marcie McDonle, Senior Assistant County
Attorney
7530 Little Road, Suite 340
New Port Richey, FL 34654
Phone: 727/847,8120
Pasco County
Contact: Marcie McDonle, Senior Assistant County
Attorney
7530 Little Road, Suite 340
New Port Richey, FL 34654
Phone: 727/847-8120
.
Polk County
Contact: Wade Allen, Chlel Right-ol-Way Agent
PO Box 900S-Drawer #TS02
Bartow, FL 33831
Phone: 863/534-6710
Polk County
Contact: Wade Allen, Chiel Right-of-Way Agent
PO Box 900S-Drawer #TS02
Bartow, FL 33831
Phone: 863/534-6710
Polk County
Contact: Wade Allen, Chlel Right-of-Way Agent
PO Box 900S-Drawer #TS02
Bartow, FL 33831
Phone: 863/534-6710
Polk County
Contact: Wade Allen, Chiel Right-ol-Way Agent
PO Box 900S-Drawer #TS02
Bartow, FL 33831
Phone: 863/534-6710
.
Seminole County
Contact: Neil Newton, Rlght-ol.Way Manager
520 W. Lake Mary Boulevard, Suite 200
Sanford, FL 32773
Phone: 407/665-5659
SR 54 (From East 01 1.75 To East of CR
755ICurley Road) AcqUisition Services - 68 fee
take parcels with 24 adjoining TCE's, 7 stand-
alone TCE's and 2 stand-alone permanent
easements. HDR is providing right-ol-way
services for this roadway widening project on SR
54 and is responsible for aU appraisal review,
negotiations, property settlements, closing.
property management, suit packages and
litigation documents and support. HDR is
working wrth Pele Parrado, who provided
appraisals for this project,
Moon Lake Rd. Acquisition Services -192
parcels. HDR provided right-of-way services lor
this roadway widening project and was
responsible for appraisal review, all nagotiations,
property settlements, closing. property
management (inventory & leases), suit packages
and litigation documents and support.
Lake Marion Creek Bridge Replacement Project -
HDR was responsible for Ihe negotiation and
acquisition of 8 parcels and suil preparation. No
condemnation was necessary.
Shepherd Road Bridge Replacement project-
HDR was responsible lor the negctiation and
of 5 parcels and suil preparation. No
was necessary.
Acquisition for Ernie Caldwell Blvd.. Phases 1
and 2:
Phase 1 - 10 parcels
Phase 2 - 30 parcels
HDR is responsible lor the acquisition 01 more
than fifty acres of rlght-ol-way, which includes
two large, active larms, a communications tower,
and parcels in two new subdivisions.
Acquisition for Pine Tree Trail:
Phase 1 - 29 parcelS
Phase 2 - 15 parcels
HDR is responsible loT the acquisition 0144
on this project involving the construction
roadway.
15 Road Improvement Project- HDR
acquisition and suit preparation for the
re~dentiai, commen:ial and industrial parcels.
The project was completed within 6 months and
prior 10 the projected completion date.
08107 - 02109 (Acquisilion
is expected to be at least
90% complete by 9t08)
07/06 - 07/07
02105 . 02106
09105 - 07106
Phase 1: 07/06 - On-hold
Phase 2: 01107 - 05108
Phase 1: 04/07 - 04/08
Phase 2: 02108 - 12108
11106 - 05107
~ RF" 08.5022: Annual Contract for Right of Way AcquIsition and other Real Estate Related Service.. ID.~
llo~ 1 b
EXECUTIVE SUMMARY
Recommendation that the Board of County Commissioners approves, and authorizes its
Chairman to sign, a Subrecipient Agreement providing Supplemental Disaster Recovery
Initiative (DRI) funding in the amount of $300,000.00 to Immokalee Helping Our People in
Emergencies, Inc. (I HOPE), to fund the construction of two owner-occupied, single-family
homes to replace homes severely damaged by Hurricane Wilma.
OBJECTIVE: Imrnokalee Helping Our People in Emergencies, Inc. (I HOPE) proposes to
construct approximately two (2) owner-occupied, single-family homes to replace homes severely
damaged by Hurricane Wilma.
CONSIDERATIONS: As a result of the impacts of Hurricane Wilma in October of 2005, the
United States Department of Housing and Urban Development, through the Department of
Community Affairs, provided Community Development Block Grant (CDBG) funding for the
Hurricane Wilma Disaster Recovery Initiative (DRI). In 2007, Collier County applied for and
received its first Disaster Recovery Initiative Grant in the amount of $2,339,882.00 which is
currently being used to assist selected not-for-profit organizations with six specific projects. On
April 8, 2008, the Board of County Commissioners accepted and approved a second DRI grant in
the amount of $2,814,698.15 to provide additional funding for housing, public facility
improvements, and repairs related to Hurricane Wilma.
From this second DRI grant, I HOPE was awarded $300,000.00 to fund the construction of two
owner-occupied, single-family homes to replace homes severely damaged by Hurricane Wilma.
Grant funding to the subrecipient will be reimbursed following receipt and approval of required
documentation.
Approval of this document by the County Manager is subject to formal ratification by the Board
of County Commissioners. If the decision by the County Manager is not ratified by that Board.
this document shall be enforceable against Collier County only to the extent authorized by law in
the absence of such ratification by that Board.
FISCAL IMPACT: Approval of this agreement will provide Disaster Recovery Initiative
funding in the amount of $300,000.00 to I HOPE to fund the construction of two replacement
owner-occupied, single-family homes. No general funds will be used for these projects.
GROWTH MANAGEMENT IMPACT: The proposed grant to I HOPE will benefit the
residents of Collier County, which is consistent with the Growth Management Plan.
LEGAL CONSIDERATIONS: The proposed Agreement is a standard HUD/Community
Development Block Grant (CDBG) subrecipient agreement form which has been reviewed and
approved by the Office of the County Attomey.- CMG
RECOMMENDATION: That the Board of County Commissioners approves and authorizes its
Chairman to sign a Subrecipient Agreement providing a $300,000.00 grant to I HOPE to fund
the construction of two owner-occupied, single-family homes to replace homes severely
damaged by Hurricane Wilma, using Community Development Block Grant funds.
Prepared by: Lisa Oien, Grants Support Specialist
Housing and Human Services Department
AGREEMENT BETWEEN COLLIER COUNTY
AND
Immokalee Helping Our People in Emergencies, Inc. (I Hope).
INFILL - IMMOKALEE
Florida Administrative Code 9BER06-1
CFDA # 14.228
THIS AGREEMENT, is made and entered into this _ day of , 200_, by and between Collier
County, a political subdivision of the State of Florida, hereinafter referred to as "COUNTY", and "Immokalee
Helping Our People in Emergencies, Inc., (I Hope)," a private not-for-profit corporation existing under the
laws of the State of Florida, having its principal office at 708 N. Eleventh Street-P.O. Box 777, Immokalee FL
34143 and its Federal Tax Identification number as 20-5740062, hereinafter referred to as "SUBRECLPIENT".
WHEREAS, the COUNTY has entered into an agreement with the State of Florida, Department of
Community Affairs; and
WHEREAS, Pursuant to the aforesaid agreement, COUNTY is undertaking certain activities to primarily
benefit very low and low income persons by addressing hurricane impacted housing public facility and
community development needs; and
WHEREAS, the Board of County Commissioners of Collier County approved the Collier County Agreement
with the Florida Department of Community Affairs for $2,814,698.15 in Community Development Block
Grant Disaster Recovery Initiative Funds relating to Hurricane Wilma with Resolution 2008-87 on April 8,
2008; and
WHEREAS, the COUNTY and the SUB RECIPIENT desire to provide the activities specified in Exhibit A of
this Agreement, in accord with the approved 2005 Disaster Recovery Subgrant Agreement; and
WHEREAS, the COUNTY desires to engage the SUBREClPlENT to implement such undertakings of the
Disaster Recovery Initiative (DRI) Program as a valid and worthwhile County purpose.
NOW, THEREFORE, in consideration of the mutual promises and covenants herein contained, it is agreed
by the Parties as follows:
I HOPE.
Infill - Immokalee
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1. DEFINITIONS
(1) "COUNTY" means Collier County, and where applicable, its authorized representative(s).
(2) "CDBG" means the Community Development Block Grant Program of Collier County.
(3) "HHS" means the Housing and Human Services Department of Collier County.
(4) "SUBRECIPIENT' means I Hope Inc.
(5) "HHS's Approval" means the written approval of the Housing and Human Services
Department or designee.
(6) "HUD" means the Secretary of the U.S. Department of Housing and Urban Development or a
person authorized to act on its behalf.
(7) "Low and moderate income persons" means the de[mition set by HUD.
(8) "Project" means the work contemplated to be performed as set forth in Exhibit "A".
(9) "DRI" means Disaster Recovery Initiative Program
(10) "DCA" means Florida Department of Community Affairs
II. SCOPE OF SERVICES
The SUBRECIPIENT shall, in a satisfactory and proper manner, as determined by HHS, perform the tasks
necessary to conduct the program outlined in Exhibit "A," and shall submit each request for reimbursement
using Exhibit "B" along with the monthly submission of Exhibit "C," all of which are attached hereto and
made a part hereof.
III. TIME OF PERFORMANCE
The effective date of this Agreement and all rights and duties designated hereunder are contingent upon the
timely release of funds for this project by DCA under Agreement No. 08DB-D3-09-21-01-A03. The effective
date of the Agreement between Collier County and the DCA shall be May 14,2008, and the services of the
SUBRECIPIENT shall be undertaken and completed in light of the purposes of this Agreement. In any event,
all services required hereunder shall be completed by the SUBRECIPIENT prior to May 13, 2010. Any funds
not obligated by the expiration date of this Agreement sha1l automatically revert to the COUNTY, as set forth
in Part VIII (F)( e), and Part VIII (H) below.
IV. CONSIDERATION AND LIMITATION OF COSTS
The SUBRECIPIENT shall be reimbursed by the COUNTY for allowable costs, determined by COUNTY and
DCA, in an amount not to exceed Three Hundred Thousand Dollars ($300,000) for the services described in
Exhibit" A."
All improvements specified in Exhibit" A" shall be performed by SUBRECIPIENT employees, or shall be put
out to competitive bidding under a procedure acceptable to the COUNTY and federal/state requirements. The
SUBRECIPIENT shall enter into contract for improvements with the lowest responsive and responsible
bidder. Contract administration shall be handled by the SUBRECIPIENT and monitored by the COUNTY,
which shall have access to all records and documents related to the project.
1 HUPb.
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V. NOTICES
All notices required to be given under this Agreement shall be sufficient when delivered to HHS at its office,
presently located at 3050 North Horseshoe Drive, Suite 110, Naples, Florida 34104, and to the
SUB RECIPIENT when delivered to its office at the address listed on page one (1) of this Agreement.
VI. SPECIAL CONDITIONS
The SUBRECIPIENT agrees to comply with the requirements of Title 24 Code of Federal Regulations, Part
570 of the Housing and Urban Development regulations concerning Community Development Block Grants
(CDBG) and all federal regulations and policies issued pursuant to these regulations. The SUBREClPlENT
further agrees to utilize funds available under this Agreement to supplement rather than supplant funds
otherwise available for specified activities.
COUNTY is bound by the Federally Funded 2005 Disaster Recovery Subgrantee Agreement, exccuted by the
State of Florida and COUNTY to require SUBRECIPIENT to acknowledge the following, as applicable:
1. SUB RECIPIENT acknowledges that it will adhere to all applicable terms of the Federally Funded 2005
Disaster Recovery Subgrantee Agreement, executed between the State of Florida and COUNTY as
outlined in Attachment A: Program Guidelines;
2. SUBRECIPIENT acknowledges that it will adhere to all applicable State and Federal laws and
regulations;
3. SUBREClPIENT acknowledges that the Florida Department of Community Affairs and the COUNTY
shall be held harmless against all claims of whatever nature arising out of the SUBRECIPIENT'S
performance of work.
Ifneeded, SUBRECIPIENT may be called upon to assist COUNTY during a natural disaster or emergency.
VII. GENERAL CONDITIONS
A. IMPLEMENT A TION OF PROJECT ACCORDING TO REOUIRED PROCEDURES
The SUBRECIPIENT shall implement this Agreement in accordance with applicable Federal,
State, and County laws, ordinances and codes and with the procedures outlined in HHS'
Policies and Procedures memoranda. The Federal, State, and County laws, ordinances and
codes are minimal regulations supplemented by more restrictive guidelines set forth by HHS.
No payments will be made until approved by the HHS Department or desiguee.
Should a project receive additional funding after the commencement of this Agreement, the
SUBRECIPIENT shall notify HHS in writing within thirty (30) days of receiving notification
from the funding source and submit a cost allocation plan for approval by the HHS Department
or designee within forty-five (45) days of said official notification.
B. COMPLIANCE WITH LOCAL. STATE AND FEDERAL RULES, REGULATIONS AND
LAWS
During the performance of the Agreement, the SUBRECIPIENT agrees to comply with any
applicable laws, regulations and orders listed below which by reference are incorporated and
I HOPE.
lnfill - Immokalee
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made a part hereof. The SUBRECIPIENT further agrees to abide by all other applicable laws,
1.
2.
3.
4.
5.
6.
24 CFR Part 570, as amended - The regulations governing the expenditure of
Community Development Block Grant funds.
24 CFR Part 58 - The regulations prescribing the Environmental Review procedure.
36 CFR Part 800 . The regulations outlining the procedures for the protection of
historic and cultural properties.
24 CFR Part 1 - The regulations promulgated pursuant to Title VI of the 1984 Civil
Rights Act.
24 CFR Part 107 - The regulations issued pursuant to Executive Order 11063 which
prohibits discrimination and promotes equal opportunity in housing.
Executive Order 11246, as amended by Executive Orders 11375 and 12086 - which
establishes hiring goals for minorities and women on projects assisted with federal
funds.
7.
Title VII of the 1968 Civil Rights Act as ameuded by the Equal Employment
Opportunity Act of 1972 - which prohibits discrimination in employment.
8.
24 CFR 135 - Regulations outlining requirements of Section 3 of the Housing and
Urban Development Act of 1968, as amended.
9.
Age Discrimination Act of 1973
10.
National Flood Insurance Act of 1968
11.
24 CFR Part 130 - Regulations that prohibit discrimination in employment in federally
assisted construction contracts.
12.
40 CFR Part 15 - Regulations relating to the applicability of the Clean Air and Water
Pollution Acts.
13.
Contract Work - Hours and Safety Standards Act
14.
Lead Based Paint Poisoning Preventive Act
15.
Section 504 of the Rehabilitation Act of 1973
16.
Uniform Relocation Assistance and Real Property Acquisition Policies Act of 1970
17.
29 CFR Parts 3, 5 and 5a - Regulations which prescribe the payment of prevailing
wages and the use of apprentices and trainees on federally assisted projects as mandated
by the Davis-Bacon Act. HOO Form 4010, which describes the Davis-Bacon Act, is
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Infill - Immokalee
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included as part of this agreement and must be included in all construction contracts
funded by CDBG. See attachment A-3.
18. Revised Order Number 4 - Regulations that establish guidelines for the
implementation of Executive Order 11246 as amended by Executive Orders 11375 and
12086.
19. Executive Order 11914 - Prohibits discrimination with respect to the handicapped in
federally assisted projects.
20. Executive Order 11625 and U.S. Department of Housing and Urban Development
Circular Letter 79-45 - which prescribes goal percentages for participation of minority
businesses in Community Development Block Grant Contracts.
21. 29 CFR Part 3 - The Copeland Anti-Kickback Act (i 8 U.S.c. 874 and 40 U.S.c.
276c), which deals with employee forfeiture of compensation by force.
22. Florida Statutes, Chapter 112 - which deals with conflict of interest.
23. HUD - required reports, circulars, and procedures, such as the Grantee Performance
Report.
24. Public Law 100-430 - the Fair Housing Amendments Act of1988.
25. 24 CFR 570, Subpart J - regulations covering standard Grant Administration
Procedures. These replace OMB Circular A-I02. This subpart includes 24 CFR
570.502.
26.
27.
28.
29.
30.
32.
OMB Circular A-t33 - concerning annual audits.
OMB Circular A-122 - which identifies cost principles.
Section 109, Public Law 100-202 - which restricts the awarding of public works
contracts to firms from foreign countries with unfair trade practices.
24 CFR Part 84 - OMB Circular A-II0 Codified in the Uniform Administrative
Requirements for Grants and Agreements With Institutions of Higher Education,
Hospitals and Other Non-Profit Organizations.
24 CFR Part 85- OMB Circular A-I02 Codified in the Uniform Administrative
Requirements for Grants and Agreements to State and Local Governments.
31.
Chapter 427, Florida Statutes - which requires the coordination transportation for the
disadvantaged.
Chapter 403.7065, Florida Statues - which refers to the procurement of products or
materials with recycled content.
lHOPE.
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33. Chapter 39.201, Florida Statutes - that any person who knows, or has reasonable
cause to suspect, that a child is abused, abandoned, or neglected by a parent, legal
custodian, caregiver, or other person responsible for the child's welfare, as defined in
this chapter, shall report such knowledge or suspicion to the Central Abuse Hotline (1-
800-962-2873).
34. Chapter 415.1034, Florida Statutes - that any person who knows or has reasonable
cause to suspect that a vulnerable and or disabled adult has been abused, neglected, or
exploited, shall immediately report such knowledge or suspicion to the National Center
on Elder Abuse Hotline (1-800-962-2873).
35. Chapters 435.03 and 435.04, Florida Statutes - that if any personnel in programs
under this contract work directly with children or youths and vulnerable or disabled
adults - employmcnt screening is required.
36. Chapter 216.347, Florida Statutes - prohibits the expenditure of contract funds for the
purpose of lobbying the legislature, state or county agencies.
C. SUBCONTRACTS
Any work or services subcontracted by the SUBREClPIENT shall be specifically by written
contract or agreement, and such subcontracts shall be subject to each provision of this
Agreement and applicable County, State, and Federal guidelines and regulations. Prior to
execution by the SUBREClPIENT of any subcontract hereunder, such subcontracts must be
submitted by the SUBREClPIENT to HHS for its review and approval, which will specifically
include a determination of compliance with the terms of the attached Work Program set forth
in Exhibit "A."
This review also includes ensuring that all consultant contracts and fee schedules meet the
minimum standards as established by the Collier County Purchasing Department and HUD.
Subcontracts for architecture, engineering, survey, and planning shall be negotiated fixed fee
contracts. All additional services shall have prior written approval with support documentation
detailing categories of persons performing work plus hourly rates including benefits, number of
drawings required, and all items that justify the "Fixed Fee Contract." Reimbursements for
such services will be made at SUBREClPIENT cost.
None of the work or services covered by this Agreement, including but not limited to
consultant work or services, shall be subcontracted by the SUBREClPIENT or reimbursed by
the COUNTY without prior written approval of the HHS Department or his designee.
D. AMENDMENTS
The COUNTY may, at its discretion, amend this Agreement to conform to changes required by
Federal, State, County, or BUD guidelines, directives, and objectives. Such amendments shall
be incorporated by written amendment as a part of this Agreement and shall be subject to
approval of the COUNTY. Any modifications to this contract shall be in compliance with the
County Purchasing Policy and Administrative Procedures in effect at the time such
modifications are authorized.
E. INDEMNIFICATION
The SUBREClPIENT shall protect, defend, reimburse, indemnify and hold the COUNTY, its
agents, its employees and elected officers harmless from and against any and all claims,
lHOPE.
Infill - Immokalee
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~-
liability, expense, loss, cost, damages or causes of action of every kind or character, including
attorney's fees and costs, whether at trial or appellate levels or otherwise, arising during the
performance of the terms of this Agreement, or due to the acts or omissions of the
SUBREClPIENT.
SUBREClPIENT's aforesaid indemnity and hold harmless obligation, or portion or
applications thereof, shall apply to the fullest extent permitted by law. The SUBREClPIENT
will hold the COUNTY harmless and will indemnify the COUNTY for funds, which the
COUNTY is obligated to refund the Federal Government arising out of the conduct of activities
and administration of SUBREClPIENT.
F. GRANTEE RECOGNITION
All facilities purchased or constructed pursuant to this Agreement shall be clearly identified as
to funding source. The SUBRECIPIENT will include a reference to the financial support herein
provided by HHS in all publications and publicity. In addition, the SUBREClPIENT will make
a good faith effort to recognizc HHS, State and Federal support for all activities made possible
with funds made available under this Agreement. The SUBREClPIENT will mount a
temporary construction sign for projects funded by HHS. This design concept is intended to
disseminate key information regarding the development team as well as Equal Housing
Opportunity to the general public. This sign's construction utilizes a minimum conventional
4'X8' plywood back panel and other conventional construction materials and methods.
G. TERMINATION
In event of termination for any of the following reasons, all finished or unfinished documents,
data studies, surveys, drawings, maps, models, photographs, reports prepared, and capital
equipmcnt secured by the SUBRECIPIENT with funds under this Agreement shall be returned
to HHS or the COUNTY. In thc event of termination, the SUBREClPIENT shall not be
relieved of liability to the COUNTY for damages sustained by the COUNTY by virtue of any
breach of the Contract by the SUBREClPIENT, and the COUNTY may withhold any payment
to the SUBREClPIENT for set-off purposes until such time as the exact amount of damages
due to the COUNTY from the SUBREClPIENT is determined.
1. TERMINATION FOR CAUSE
If through any cause either party shall fail to fulfill in timely and proper manner its obligations
under this Agreement, or if either party shall violate any of the covenants, agreements, or
stipulations of this Agreement, either party shall thereupon have the right to terminate this
Agreement in whole or part by giving written notice of such termination to the other party and
specifying therein the effective date oftermination.
2. TERMINATION FOR CONVENIENCE
At any time during the term of this Agreement, either party may, at its option and for any
reason, terminate this Agreement upon ten (10) working days written notice to the other party.
Upon termination, the COUNTY shall pay the SUBREClPIENT for services rendered pursuant
to this Agreement through and including the date of termination.
3. TERMINATION DUE TO CESSATION
In the event the grant to the COUNTY under Title I of the Housing and Community
Development Act of 1974 (as amended) is suspended or terminated, this Agreement shall be
suspended or terminated effective on the date that HUD or DCA specifies.
I HUPE.
Infill - Immokalee
Page 70f23
H INSURANCE
The SUB RECIPIENT agrees this coverage shall be provided on a primary basis.
1. COMMERCIAL GENERAL LIABILITY
The SUB RECIPIENT shall agree to maintain Commercial General Liability at a limit of
liability not less than $100,000 per person and $200,000 per accident/occurrence per Florida
Statutes 9 768.28 and $2,000,000 per accident for federal and outside Florida litigation per
Florida Statutes 9 768.28. Coverage shall not contain any endorsement excluding Contractual
Liability or Cross Liability unless granted by the County's Risk Management Department. The
SUBRECIPIENT agrees this coverage shall be provided on a primary basis.
2. BUSINESS AUTOMOBILE LIABILITY
The SUBRECIPIENT shall agree to maintain Business Automobile Liability at a limit of
liability not less than $100,000 per person and $200,000 per accident/occurrence per Florida
Statutes 9 768.28 and $2,000,000 per accident for federal and outside Florida litigation per
Florida Statutes 9 768.28 for all owned, non-owned and hired automobiles. The
SUBRECIPIENT shall agree to maintain physical damage coverage for a period not less than
10 years with deductibles not exceeding $1000 for Comprehensive and Collision. Collier
County Board of County Commissioners shall be endorsed to the policy as a Loss Payee. The
SUBRECIPIENT shall agree to be fully responsible for any deductibles, self-insured retention
or uncovered losses. The SUBRECIPIENT agrees this coverage shall be provided on a primary
basis.
3. ADDITIONAL INSURED
The SUBRECIPIENT shall agree to endorse the COUNTY as an Additional Insured with a CG
2026 Additional Insured - Designated Person or Organization endorsement, or its equivalent, to
the Commercial General Liability. The Additional Insured endorsement shall read "Collier
Countv Board of Countv Commissioners. a Political Subdivision of the State of Florida. its
Officers. Emolovees, and Agents. c/o Housing & Human Services Deoartment". The
SUBRECIPIENT shall agree the Additional Insured endorsements provide coverage on a
primary basis.
4. CERTIFICATE OF INSURANCE
The SUBRECIPIENT shall agree to deliver to the COUNTY a certificate(s) of insurance
evidencing the required insurance is in full force and effect within thirty (30) calendar days
prior to the execution of this Agreement by the COUNTY. A minimum thirty (30) day
endeavor to notify due to cancellation or non-renewal of coverage shall be included on the
certificate(s ).
5. RIGHT TO REVIEW AND ADJUST
The SUBRECIPIENT agrees that the COUNTY, by and through its Purchasing or Risk
Management Department, in cooperation with the HHS Department, reserves the right to
periodically review, modify, reject or accept any required policies of insurance, including
limits, coverage's, or endorsements, herein from time to time throughout the life of this
Agreement. The COUNTY reserves the right, but not the obligation, to review and reject any
insurer providing coverage because of its poor financial condition or failure to operate legally.
lHUPE.
Infill - Immokalee
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1. INDEPENDENT AGENT AND EMPLOYEES
The SUBRECIPlENT agrees that, in all matters relating to this Agreement, it will be acting as
an independent agent and that its employees are not Collier County employees and are not
subject to the COUNTY provisions of the law applicable to County employees relative to
employment, hours of work, rates of compensation, leave, unemployment compensation and
employee benefits.
V1II. ADMINISTRATIVE REOUIREMENTS
A. FINANCIAL MANAGEMENT
The SUBRECIPIENT agrees to comply with OMB Circular A -110 (Uniform Administrative
Requirements for Grants and Agreements with Institutions of Higher Education, Hospitals and
other Non-Profit Organizations) and agrees to adhere to the accounting principles and
procedures required therein, utilize adequate internal controls, and maintain necessary source
documentation for all costs incurred.
B. DOCUMENTATION AND RECORD - KEEPING
1. The SUBRECIPIENT shall maintain all records required by the CDBG Federal
Regulations.
2. All reports, plans, surveys, information, documents, maps, and other data procedures
developed, prepared, assembled, or completed by the SUBRECIPIENT for the purpose
of this Agreement shall be made available to the COUNTY by the SUBRECIPIENT at
any time upon request by the COUNTY or HHS. Upon completion of all work
contemplated under this Agreement copies of all documents and records relating to this
Agreement shall be surrendered to HHS if requested. In any event the SUB RECIPIENT
shall keep all docwnents and records for five (5) years after expiration of this
Agreement.
3. The SUBRECIPIENT shall submit reports as required to assist the COUNTY in the
preparation ofHUD Labor Relations, WBE/MBE, Equal Opportunity Employment, and
HOD Section 3 reports, pursuant to 24 CFR 570.502, 507, and 92 (3)(vi).
4. SUBRECIPIENT shall submit monthly beneficiary reports to HHS using Exhibit "C".
5. The SUBRECIPIENT shall maintain records showing compliance with the Davis-
Bacon Law, including files containing contractor payrolls, employee interviews, Davis-
Bacon wage rates, and administrative cross-referencing. SUBRECIPIENT shall
maintain records showing contractor compliance with the Contract Work Hours and
Work Safety Law. Similarly, the SUBRECIPIENT shall maintain records showing
compliance with federal purchasing requirements and with other federal requirements
for grant implementation.
C. PURCHASING
All purchasing for services and goods, including capital equipment, shall be made by purchase
order or by a written contract and in conformity with the procedures prescribed by the Federal
Management Circulars A-liD, A-122, 24 CFR Part 84, and 24 CFR Part 85, which are
incorporated herein by reference.
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D. REPORTS. AUDITS. AND EV ALUA TIONS
Reimbursement will be contingent on the timely receipt of complete and accurate reports
required by this Agreement, and on the resolution of monitoring or audit findings identified
pursuant to this Agreement.
E. ADDITIONAL HOUSING & HUMAN SERVICES. COUNTY, DCA, AND HUD
REOUIREMENTS
HHS shall have the right under this Agreement to suspend or terminate reimbursement until the
SUBRECIPIENT complies with any additional conditions that may be imposed by HHS, the
COUNTY, DCA or HUD at any time.
F. PRIOR WRITTEN APPROVALS-SUMMARY
The following activities require the prior written approval of the HHS Department or designee
in order to be eligible for reimbursement.
(a) All subcontracts and agreemcnts proposed to be entered into by the SUB RECIPIENT
pursuant to this Agreement;
(b) All capital equipment expenditures of$I,OOO or more;
(c) All out-of-town travel; (travel shall be reimbursed in accordance with Florida Statutes,
Chapter 112.061);
(d) All change orders;
(e) All requests to utilize uncommitted funds after the expiration of this agreement for
programs described in Exhibit A; and
(f) All rates of pay and pay increases paid out of DRI funds, whcther for merit or cost of
living.
G. AUDITS AND INSPECTIONS
At any time during normal business hours and as often as HHS, the COUNTY, DCA, HUD, or
the Comptroller General of the United States may deem necessary, there shall be made
available by the SUBRECIPIENT to HHS, the COUNTY, DCA, HUD, or the Comptroller
General for examination all its records with respect to all matters covered by this Agreement.
The SUBRECLPIENT agrees to comply with the provisions of the Single Audit Act of 1984, as
amended, as it pertains to this Agreement and any subcontracts entered into under this
Agreement. This will require the SUBRECIPIENT to submit a single audit, including any
management letter, made in accordance with the general program requirements of OMB
Circulars A-II0 (Uniform Administrative Requirement for Federal Grants), A-122 (Cost
Principles for Non-Profit Organizations), A-l33 (Audits of State, Local Governments, and
Non-Profit Organizations), and other applicable regnlations within one hundred and eighty
(180) days after the end of any fiscal year covered by this agreement in which Federal funds
from all sources are expended. Said audit shall be made by a Certified Public Accountant of the
SUBRECIPIENT's choosing. The SUBRECIPIENT shall provide such audit to HHS. In the
event the SUB RECIPIENT anticipates a delay in producing such audit or audited financial
statemcnts, the SUBRECIPIENT shall request an extension in advance of the deadline. The
cost of said audit shall be borne by the SUBRECIPIENT. In the event the SUBRECIPIENT is
exempt from having an audit conducted under A-l33 (Audits of State, Local Governments, and
Non-Profit Organizations), the COUNTY reserves the right to require submission of audited
financial statements and/or to conduct a "limited scope audit" of the SUBRECIPIENT as
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defined in A-133. The COUNTY will be responsible for providing technical assistance to the
SUBRECIPIENT, as deemed necessary by the COUNTY.
H. PROGRAM-GENERATED INCOME
All income earned by the SUB RECIPIENT from activities financed in whole or in part by
funds provided hereunder must be reported to HHS. Such income would include, but not be
limited to, income from service fees, sale of commodities, and rental or usage fees. The
SUBRECIPIENT shall report its plan to utilize such income to HHS, and said plan shall
require the prior written approval of the HHS Department or designee. Accounting and
disbursement of such income shall comply with OMB Circular A-II 0 (Uniform Administrative
Requirement for Federal Grants) and other applicable regulations incorporated herein by
reference.
In addition to the foregoing, Program Income, as defined by 24 CFR 570.500(a) for DRI funds
may be retained by the Agency. Program Income shall be utilized to undertake activities
specified in "Exhibit A" of this Agreement, and all provisions of this Agreement shall apply to
stated activities. Any Program Income on hand at or received by the SUBRECIPIENT or its
sub-contractors after the expiration of this Agreement shall be returned to the COUNTY no
later than thirty (30) days after such expiration, subject to any SUBRECIPIENT requests to
utilize uncommitted funds.
1. GRANT CLOSEOUT PROCEDURES
SUBRECIPIENT obligation to the COUNTY shall not end until all closeout requirements are
completed. Activities during this closeout period shall include, but not limited to; making final
payments, disposing of program assets (including the return of all unused materials, equipment,
unspent cash advances, program income balances, and receivable accounts to the COUNTY),
and determining the custodianship of records.
IX. OTHER PROGRAM REOUIREMENTS
A. OPPORTUNITIES FOR RESIDENTS AND CIVIL RIGHTS COMPLIANCE
The SUBRECIPIENT agrees that no person shall on the ground of race, color, disability,
national origin, religion, age, familial status, or sex be excluded from the benefits of, or be
subjected to, discrimination under any activity carried out by the performance of this
Agreement. Upon receipt of evidence of such discrimination, the COUNTY shall have the right
to terminate this Agreement.
To the greatest extent feasible, lower-income residents of the project areas shall be given
opportunities for training and employment; and to the greatest feasible extent eligible business
concerns located in or owned in substantial part by persons residing in the project areas shall be
awarded contracts in connection with the project. The SUBRECIPIENT shall comply with the
Section 3 Clause of the Housing and Community Development Act of 1968.
B. OPPORTUNITIES FOR SMALL AND MINORITY/WOMEN-OWNED BUSINESS
ENTERPRISES
In the procurement of supplies, equipment, construction, or services to implement this
Agreement, the SUBRECIPIENT shall make a positive effort to utilize small business and
minority/women-owned business enterprises of supplies and services, and provide these
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Jnfill - lmmokalee
Page 11 of23
sources the maximum feasible opportunity to compete for contracts to be performed pursuant to
this Agreement. To the maximum extent feasible these small business and minority/women-
owned business enterprises shall be located in or owned by residents of the CDBGareas
designated by Collier County in the Annual Consolidated Plan approved by HUD.
C. PROGRAM BENEFICIARIES
At least fifty-one percent (51 %) of the beneficiaries of a project funded through this Agreement
must be very low and low income persons. If the project is located in an entitlement city, as
defined by HUD, or serves beneficiaries countywide, more than thirty percent (30%) of the
beneficiaries directly assisted through the use of funds under this Agreement must reside in
unincorporated Collier County or in municipalities participating in the County's Urban County
Qualification Program. The project funded under this Agreement shall assist beneficiaries as
dcfined above for the time period designated in Exhibit A of this Agreement. The
SUBREClPIENT shall provide written verification of compliance to HHS upon HHS' request.
D. EV ALUA nON AND MONITORING
The SUBRECIPIENT agrees that HHS will carry out periodic monitoring and evaluation
activities as determined necessary by HHS or the COUNTY and that the continuation of this
Agreement is dependent upon satisfactory evaluation conclusions based on the ternlS of this
Agreement, comparisons of planned versus actual progress relating to project scheduling,
budgets, audit reports, and output measures. The SUBRECIPIENT agrees to furnish upon
request to HHS, the COUNTY or the COUNTY's designees and make copies or transcriptions
of such records and information, as is determined necessary by HHS or the COUNTY. The
SUBRECIPIENT shall, upon the request of HHS, submit information and status reports
required by HHS, the COUNTY or HUD on forms approved by HHS to enable HHS to
evaluate said progress and to allow for completion of reports required HHS by HUD. The
SUBREClPIENT shall allow HHS or HUD to monitor the SUBRECIPIENT on site. Such site
visits may be scheduled or unscheduled as determined by HHS or HUD.
E. CONFLICT OF INTEREST
The SUBRECIPIENT covenants that no person who presently exercises any functions or
responsibilities in connection with the Project, has any personal financial interest, direct or
indirect, in the target areas or any parcels therein, which would conflict in any manner or
degree with the performance of this Agreement and that no person having any conflict of
interest shall be employed by or subcontracted by the SUBRECIPIENT. Any possible conflict
of interest on the part of the SUBRECIPIENT or its employees shall be disclosed in writing to
HHS provided, however, that this paragraph shall be interpreted in such a manner so as not to
umeasonably impede the statutory requirement that maximum opportunity be provided for
employment of and participation of low and moderate-income residents of the project target
area.
F. PUBLIC ENTITY CRIMES
As provided in F.S. 287.133 by entering into this Agreement or performing any work in
furtherance hereof, the SUBRECIPIENT certifies that it, its affiliates, suppliers, subcontractors
and consultants who will perform hereunder, have not been placed on the convicted vendor list
maintained by the State of Florida Department of Management Services within the 36 months
immediately preceding the date hereof. This notice is required by F.s. 287.133 (3)(a).
1 HOPE.
Jnfill - Immokalee
Page 12 of23
G. DRUG-FREE WORKPLACE REOUIREMENTS
The SUBRECIPIENT, as a condition of being awarded, must certify that they will provide
drug-free workplaces in accordance with the Drug-Free Workplace Act of 1988 (42 U.S.c.
701) and with HUD's rules at 24 CFR Part 24, subpart F.
H. CERTIFICATION REGARDING LOBBYING
The undersigned certifies, to the best of his or her knowledge and belief, that:
1. No Federal appropriated funds have been paid or will be paid, by or on behalf of the
undersigned, to any person 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 the awarding of any Federal
contract, the making of any Federal grant, the making of any Federal loan, the entering
into of any cooperative agreement, and the extension, continuation, renewal,
amendment, or modification of any Federal contract, grant, loan, or cooperative
agreement.
2. If any funds other than Federal appropriated funds have been paid or will be paid to any
person 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 this Federal contract, grant, loan, or
cooperative agreement, the undersigned shall complete and submit Standard Form-LLL,
"Disclosure Form to Report Lobbying", in accordance with its instructions.
3. The undersigned shall require that the language of this certification be included in the
award documents for all subawards at all tiers (including subcontracts, subgrants, and
contracts under grants, loans, and cooperative Agreements) and that all
SUB RECIPIENTS shall certify and disclose accordingly.
1. REAL PROPERTY
Any real property acquired by the SUBRECIPIENT for the purpose of carrying on the projects
stated herein, and approved by the COUNTY in accordance with the Uniform Relocation
Assistance and Real Property Acquisition Policies Act of 1970 and 49 CFR 24.101, shall be
subject to the provisions of the CDBG Regulations including, but not limited to, the provisions
on use and disposition of property. Any real property within the SUB RECIPIENT control,
which is acquired or improved in whole or part with CDBG funds in excess of $25,000, must
adhere to the CDBG Regulations at 24 CFR 570.505.
X. ENVIRONMENTAL CONDITIONS
A. AIR AND WATER
The SUBRECIPIENT, as Subrecipient, agrees to comply with the following requirements
insofar as they apply to the performance of the Contract:
1. Clean Air Act, 41 V.S.C., 7401, et seq.
I HUPt.
Infill - lrnmokalee
Page 13 of23
2. Federal Water Pollution Control Act, as amended, 33 U.S.c. 1251, et seq., as amended,
1318 relating to inspection, monitoring, entry, reports, and information, as well as other
requirements specified in said Section 114 and Section 308 (EPA) regulations pursuant
to 40 C.F.R., Part 50, as amended.
B. FLOOD DISASTER PROTECTION
In accordance with the requirements of the Flood Disaster Protection Act of 1973 (42 USC
4001), the Subrecipient shall assure that for activities located in an area identified by FEMA as
having special flood hazards, flood insurance under the National Flood Insurance Program is
obtained and maintained as a condition of financial assistance for acquisition or construction
purposes (including rehabilitation). If appropriate, a letter of map amendmcnt (LOMA) may be
obtained from FEMA, which would satisfy this requirement andlor reduce the cost of said flood
insurance.
C. LEAD-BASED PAINT
The Subrecipient agrees that any construction or rehabilitation of residential structures with
assistance provided under this contract shall be subject to HUD Lead-Based Paint Regulations
at 24 CFR 570.608, 24 CFR Part 25 and 24 CFR part 92.355. Such regulations pertain to all
HUD-assisted housing and require that all owners, prospective owners, and tenants of
properties constructed prior to 1978 be properly notified that such properties may include lead-
based paint. Such notification shall point out the hazards of lead-based paint and explain the
symptoms, treatment and precautions that should be taken when dealing with lead-based paint
poisoning and the advisability and availability of blood lead level screening for children under
seven. The notice should also point out that if lead-based paint is found on the property,
abatement measures might be undertaken.
D. HISTORIC PRESERVATION
The Subrecipient agrees to comply with the Historic Preservation requirements set forth in the
National Historic Preservation Act of 1966, as amended (16 U.S.C. 470) and the procedures set
forth in 36 CFR, Part 800, Advisory Council on Historic Preservation Procedures for Protection
of Historical Properties, insofar as they apply to the performance of the Contract. In general,
concurrence from the State Historic Preservation Officer is required for all rehabilitation and
demolition of historic properties that are fifty years old or older or that are included, on a
Federal, state, or local historic property list.
XI. SEVERABILITY OF PROVISIONS
If any provision of this Agreement is held invalid, the remainder of this Agreement shall not be
affected thereby if such remaindcr would then continue to conform to the terms and requirements of
applicable law.
I HOPE.
Infill - lmmokalee
Page 14 of23
XII. REVERSION OF ASSETS
Upon expiration of the Agreement, the SUBRECIPIENT shall transfer to thc COUNTY any CDBG
funds on hand at the timc of expiration, any accounts rcceivable attributable to thc usc of CDBG funds,
and any non-expcndablc pcrsonal property that was purchascd with CDBG funds. Any real property
under SUBRECIPlENT control that was acquired or improvcd in whole or in part with CDBG funds in
cxccss of Twenty-fivc Thousand Dollars ($25,000) will be covered by the regulations 24 CFR Part
570.503(B)(8).
XlII. CONDITIONS FOR RELIGIOUS ORGANIZATIONS
CDBG funds may not be used for religious activities or provided to primarily religious organizations.
24 CFR 570.200(j) specifies the limitations on CDBG funds, and is herein incorporated by reference.
XIV. ATTACHMENT A
The SUBRECIPIENT shall agrec to abidc by the program guidelines as exccrptcd from the fcderally
funded 2005 Disaster Rccovcry Subgrantec Agrecment executed by the State of Florida Department of
Community Affairs and Collier County, which are herein incorporated as "Attachment A".
XV. COUNTERPARTS OF THE AGREEMENT
This Agreement, consisting of twenty-threc (23) enumcratcd pages, which includc thc exlllbits and
attachment refcrenced hercin, shall be executed in two (2) counterparts, each of wlllch shall be dccmed
to be an original, and such counterparts will constitute one and the samc instrument.
I HUPE.
Infill - Immokalee
Page 15 of23
XVI. ENTIRE UNDERSTANDING
This Agreement and its provisions merge any prior agreements, if any, between the parties hereto and
constitutes the entire w1derstanding. The parties hereby acknowledge that there have been and are no
representations, warranties, covenants, or undertakings other than those expressly set forth herein.
IN WITNESS THEREOF, the parties hereto have caused this 23 page agreement to be executed by their
undersigned officials as duIy authorized by agreement between Collier County and the DCA effective the 14th
day of May 2008.
(SUBRECIPIENf SEAL)
IMMOKALEE HELPING OUR PEOPLE IN
EMERGENCIES, INC. (l HOPE)
"yfi!:.~ ~;Xt j)~~
ichard L. Heers, Exe ~tive Director
ATTEST:
DWIGHT E. BROCK, CLERK
BOARD OF COUNTY COMMISSIONERS
OF COLLIER COUNTY, FLORIDA
By:
Patricia Morgan, Deputy Clerk
BY
TOM HENNING, CHAIRMAN
Approved as to fonn and
legal sufficiency:
~
Colleen M. Greene
Assistant County Attorney
1 HUPb.
Infill- Immokalee
Page 16 of23
-~._--_._-_._-
.
EXHIBIT "A"
SCOPE OF SERVICES
I HOPE
Infill- Immokalee
THE SUBRECIPIENT AGREES TO:
A. PROJECT DESCRIPTION:
1 Hope has been awarded three hundred thousand dollars ($300,000.) to build two single family homes
in Immokalee. These homes will replace two homes damaged by Hurricane Wilma in 2005. The
funding for construction of two homes includes but is not limited to: pennitting, demolition, site
preparation, utility hook-up, construction, and all labor and installation costs. Temporary relocation of
the residents (if necessary) is also authorized by this grant award.
Final completion date for funded activity shall be no later than Apri130, 2010.
The Subrecipient will be responsible for the following:
NOTE 1: The SUBRECIPIENT shall submit its bid package and drawings/specifications to HHS and
obtain a letter of approval prior to bidding the construction work. The final number of units to be
constructed must be reported to the HHS staff as soon as the detennination is made if it differs from
the proposed 2 units.
NOTE 2: The SUBRECIPlENT shall prioritize the work in the Project, advertise and bid such work in
sealed bid manner that would allow the receipt of itemized costs from bidders, which would then
allow the award of items that can be funded by the budget. The SUBRECIPIENT shall require a bid
bond, 100% payment bond and 100% perfonnance bond for any contract that exceeds $100,000.
NOTE 3: The SUBRECIPlENT shall not award the construction contract for the Project until
sufficient funding is available to complete the established scope of work. The SUBRECIPIENT shall
obtain HHS' s approval prior to awarding the construction contract to be funded through this
agreement. The SUBRECIPIENT shall submit the name of the contractor to ensure the business is not
federally debarred. After awarding such contract, the SUBRECIPIENT shall submit bid minutes to
HHS. HHS's approval is required prior to executing any change orders to such contract.
NOTE 4: The SUBRECIPlENT shall not request reimbursement from HHS for materials or equipment
received and stored on the project site or elsewhere. The SUBRECIPIENT shall only request
reimbursement for materials and equipment that have been installed.
ADDITIONAL Responsibilities are:
The creation and maintenance of income eligible files on clients served and documentation that all
households are eligible under HUD Income Guidelines using the Anticipated Annual Income
qualification guideline as outlined by HUD prior to initiating any action regarding the replacement
housing.
Relocation guidelines must be followed.
I HOPE.
Infill - Immokalee
Page 17 of23
Posting of visible signage at the work site identifying the funding source(s) as mentioned in section VII
part F.
The SUBRECIPIENT further agrees that HHS, in consultation with any parties HHS deems necessary,
shall be the final arbiter on the SUBRECIPIENT's compliance with the above.
B.
BUDGET:
I HOPE
Line Item:
DRI
permits
demolition and site clearance (two home sites)
labor and related costs for demolition and site clearance (two home sites)
site preparation (two home sites)
construction (two home sites)
labor and related costs for home construction (two home sites)
fees or related charges for utility hook-up of two homes
costs associated with temporary relocation of residents (ifneccssary)
TOTAL PROJECT COSTS
$300,000
This listing is non-inclusive of specific quantities/types of materials. Exact quantities of
materials will be provided at the time the subrecipient receives the final totals from their
contractor(s).
C. STAFFING: Provide list of staff directly responsible for reporting and request for payment processing.
D. BONDING REOUIREMENTS: The SUBRECIPIENT shall comply with the requirements of OMB
Circular A-110 (Uniform Administrative Requirement for Federal Grants) and 24 CFR Part 84 in
regard to any bid guarantees, performance bonds, and payment bonds.
E. FORMER PROJECTS: Failure to adequately maintain any former CDBG/HOME/SHIP funded
project may result in the delay of processing reimbursement requests for ongoing activities or in the
forfeiture of future CDBG/HOME/SHIP/DRI funds.
F. WORK SCHEDULE: This time frame is subject to change as the project is executed. This work
schedule is for the purpose of monitoring the progress of said project by the Subrecipient and HHS.
The time frame for completion of the outlined activities shall be:
Task End Date
Permittinl! June-Julv, 2009
Relocation (residents) AUl!ust - October 2009
Demolition AUlrust - October 2009
Site preparation Sentember - October 2009
Construction October 2009 April 2010
Utilitv Hook-up November 2009
[HOPE.
lnfill - Immokalee
Page 18 of23
Project Completion (receipt of certificate of April 30, 2010
occu anc
Please note that if any of these activities exceed the timelines by two months a revised work schedule
must be submitted to HHS.
G. REPORTS: The SUBRECIPlENT shall submit detailed monthly progress reports to HHS outlining
the status of specific activities under the project. Each report must account for the total activity for
which the SUBRECIPlENT is paid with DR! funds, in part or in whole, and which is required in
fulfillment of their obligations regarding the Project. The progress reports shall be submitted on the
form Exhibit "C". The progress reports shall be used as an additional basis for HHS approval of
invoices, etc. for payment.
H. DAVIS-BACON ACT: The SUBRECIPlENT shall request the County to obtain a Davis-Bacon wage
decision for the project prior to advertising the construction work. The SUBRECIPlENT shall
incorporate a copy of the Davis-Bacon wage decision and disclose the requirements of the Davis-
Bacon Act in its construction bid solicitation and sub-contract(s).
I. COMPENSATION: The County shall pay the SUBRECIPlENT for the performance of this
Agreement upon completion or partial completion of the work tasks as accepted and approved by HHS
pursuant to the submittal of monthly progress reports as identified in Section G. Payments shall be
made to the SUBRECIPlENT when requested as work progresses, but not more frequently than once
per month. Adherence to the work schedule identified in Section F will be required, unless modified in
writing by the parties. Payment will be made upon receipt of a proper invoice and in compliance with
Section 218.70, Fla. Stats., otherwise known as the "Local Government Prompt Payment Act".
[HOPE.
Infill - Immokalee
Pagel90f23
EXHIBIT "B"
COLLIER COUNTY HOUSING AND HUMAN SERVICES
REQUEST FOR PAYMENT
Disaster Recovery Initiative
Subrecipient Name: Immokalee Heloing Our People in Emergencies (I Hooe).
1 certify this request for payment has been drawn in accordance with the terms and conditions of the
Agreement between the County and us as the Sub-recipient. I also certify that the amount of the Request for
Payment is not in excess of current needs.
. Signature
Date
Title
Authorizing Grant Coordinator
Supervisor
Dept Director
(approval authority under $14,999)
(approval required $15,000 and above)
I HOPE.
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Page 20 of 23
EXHIBIT "C"
DRl MONTHLY PROGRESS REPORT
Complete form for past month and submit to Housing &Human Service's staff by the 1 (I' of the following
month.
Status Report for Month of
Submittal Date:
Project Name
Project Number DR!
Activity Number
Subrecipient:
Contact Person
Telephone: (239)
Fax: (239)
E-mail:
1. Activity Status/Milestones (describe any action taken, relating to this project, during the past month):
2. What events/actions are scheduled for the next two months?
3. Describe any affirmative marketing you have implemented regarding this project. Please list and
attach any recent media coverage of your organization relating to this project.
4. List any additional data relevant to the outcome measures listed on the application for this project.
5. Identify any potential issues that may cause delay,
I HOPE.
Inlill - Immokalee
Page 21 of23
6. New contracts executed this month (if applicable):
Name of Contractor or Amount of Contractor Race Ethnicity
Subcontractor, Address & Phone Contract Federal ID (see definitions on (see definitions on
Number Number following page) lollowing page)
7. For projects that serve a particular clientele, please complete the following information by entering the
appropriate number in the blank spaces and in the chart below. Complete the below chart for NEW clients
served this month. DO NOT DUPLICATE clients served in previous months. You may provide data by
either households or persons served. Howcvcr, if one person received TWO services this counts as TWO
SERVICE UNITS:
TOTAL BENEFICIARIES
This project benefits households or persons. Please circle one category (either "households" or
"persons"). Enter the number of beneficiaries in the blank space and in box "f."
INCOME
Of the households or persons assisted, are extremely low-income income (0-30%) of the current
Median Family Income (MFI). Enter this number in box "2. "
Of the households or persons assisted, are very low-income (31-50%) of the current Median
Family Income (MFI). Enter this number in box "3. "
Ofthese households or persons assisted,
Income (MFI). Enter this number in box "4. "
are low-income (51-80%) of the current Median Family
NOTE: The total of boxes 2, 3 and 4 should equal the number in box 1.
FEMALE HEAD OF HOUSEHOLD
This project assisted
in box "5" below.
Female Head of Households REGARDLESS of income. En/er this number
BOX 1 BOX2 BOX3 BOX4 BQX5
rotal Number of Extremely V,'> Low Income Female Head of
Households Of Persons Low Income Low Income (5]-~O%) llollsehold
Assisted
(0-30%) (31-50%)
(HOPE.
Infill - Immokalee
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Sub recipients must indicate total beneficiaries for Race AND Ethnicitv
Definitions of Race:
1. White: A person having origins in any of the original peoples of Europe, the Middle East, or North
Africa.
2. Black or African-American: A person having origins in any of the black racial groups of Africa.
3. Asian: A person having origins in any of the original peoples of the Far East, Southeast Asia, or
the Indian subcontinent including, for example, Cambodia, China, India, Japan, Korea, Malaysia,
Pakistan, the Philippine Islands, Thailand, and Vietnam.
4. American Indian or Alaska Native: A person having origins in any of the original peoples of North
and South America (including Central America), and who maintains tribal affiliation or community
attachment.
5. Native Hawaiian or Other Pacific Islander: A person having origins in any of the original people of
Hawaii, Guam, Samoa, or other Pacific Islands.
Definitions of Ethnicity:
1. Hispanic or Latino: A person of Cuban, Mexican, Puerto Rican, South or Central American, or
other Spanish culture or origin, regardless of race.
Tabulation Table of Race and Ethnicitv Beneficiaries
, Race "":,,, n, ; ,,:~rotJd ",.,:, IHlilluli'1i
:..",L'" ,!:,' C
White
Black or African American
Asian
American Indian or Alaskan Native
Native Hawaiian or Other Pacific Islander
American Indian! Alaska Native and White
Asian and White
Black/African American and White
American Indian/Alaskan Native and Black/African American
Other Multi-Racial
TOTAL: F '...', '
1 HOPE.
Infill - Immokalee
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Page I of 1
COLLIER COUNTY
BOARD OF COUNTY COMMISSIONERS
Item Number:
Item Summary:
16F
Recommendation that the Board of County Commissioners approves, and authorizes its
Chairman to sign, a Subrecipient Agreement providing Supplemental Disaster Recovery
Initiative (DRI) funding in the amount of $300,000.00 to Immokalee Helping Our People in
Emergencies, Inc. (I HOPE), to fund Ihe construclion of two owner-occupied, single-family
homes to replace homes severely damaged by ~urricane Wilma.
Meeting Date:
8126120089:00:00 AM
Prepared By
Usa Oien
ORI Grant Support Specialist
Date
Public Services Division
Human Services
816120084:23:25 PM
Approved By
Marcy Krumbioe
Director
Date
Public Services
Housing & Human Services
81812008 11 :43 AM
Approved By
Marla Ramsey
Public Services Administrator
Date
Public Services
Public Services Admin,
811312008 4:08 PM
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llofl ~
EXECUTIVE SUMMARY
Recommendation to approve an Agreement for a temporary construction easement and
other site modifications necessitated for closure of one driveway and the modification to
another driveway at Mavrick House related to the expansion of Santa Barbara Boulevard
from Davis Boulevard to north of Golden Gate Parkway. Project No. 62081. Estimated
fiscal impact: $27,957.00.
OBJECTIVE: To obtain the Board of County Commissioners' approval of an Agreement that
conveys a temporary construction easement to County on the Mavrick House property, located at
the northeast corner of 29th Place SW and Santa Barbara Boulevard, in order to restore access to the
parking lot located north of the principal structure on the property.
CONSIDERATIONS: On October 27, 2002, the Board of County Commissioners approved
Resolution 2002-442 authorizing the acquisition by gift or purchase of right-of-way and stormwater
retention and treatment pond sites which will be required for the construction of roadway, drainage
and utility improvements to Santa Barbara Boulevard (Project 62081).
In February 2007 the Collier County Transportation Division was notified by the attorney
representing the owner of the property known as the Mavrick House, that the County's proposed
improvements to Santa Barbara Boulevard would result in the closure of both driveways on Santa
Barbara, and that the closure of 29th Place SW would result in the complete loss of access to and
from Santa Barbara Boulevard. The letter (and the attached report from Diaz-Pearson, Inc.,
Engineering and Planning) further explained that with the remaining access to Mavrick House
limited to 29th Place, through the residential subdivision, that vehicular access to the parking lot had
been severed as well, and that, ". . . the cost to rehabilitate the present use (halfway house) to
residential use (single family home) may be cost prohibitive."
If, rather than work with the County to find a solution to these access and parking problems, the
owner had waited for the road construction project to be completed, and then brought a claim for
damages and a demand for inverse condemnation, the County's exposure to additional costs and
awards could have easily exceeded the fiscal impact of this Agreement. With the assistance of the
County's design consultant, a solution was agreed to by the owners whereby 29th Place would
remain open for right-in / right-out movements only, and whereby the County's contractor would
reconstruct the driveway leading to the parking lot and install drainage structures to accept
stormwater run-off. The "rental" for the County's period of occupancy of the property during the
reconstruction of the driveway was reduced from $15,000 to $10,000. This payment also
compensates the owner for the closure of the second driveway on Santa Barbara Boulevard and the
resulting loss of two paved parking spaces.
The owner's costs are being reimbursed as follows: The owner's attorney had 39 hours ($9,750)
into the negotiations by December 17,2007. The total fee payable to attorney, Bella Patel, has been
capped at $10,000 per the Agreement. The total fees payable for the services of the owner's real
estate appraiser, engineer and land planner have been negotiated from $9,378.15 down to $7,921.50.
Approval of this document by the County Manager is subject to formal ratification by the Board of
County Commissioners. If the decision by the County Manager is not ratified by that Board, this
document shall be enforceable against Collier County only to the extent authorized by law in the
absence of such ratification by that Board.
FISCAL IMPACT: Funds in the amount of $27,957.00 will come from the Transportation
Supported Gas Tax Fund and Impact Fee Funds. (Total amount includes the $10,000.00 negotiated
purchase price, $10,000.00 attorney fees, $2,725 for engineering fees, $3,970.00 for land planning
fees, $1226.50 for real estate appraisal fees, approximately $35.50 for recording fees. Source of
Funds are Gas Taxes and Impact Fees.
GROWTH MANAGEMENT IMPACT: There is no Growth Management Impact associated
with this Executive Summary.
LEGAL CONSIDERATION: Substantial loss of access rights are compensable in an inverse
condemnation action. The proposed agreement restores access to the site which is satisfactory to
owner while minimizing the costs to the County. The item is ready for Board consideration and
approval. HF AC
RECOMMENDATION: That the Board of County Commissioners of Collier County, Florida:
1. Approve the attached Agreement;
2. Authorize its Chairman to execute said Agreement;
3. Authorize the County Manager or his designee to close the real estate transaction pursuant to the
terms of the Agreement;
4. Authorize staff to record the Temporary Construction Easement in the public records; and
5. Authorize any budget amendments which may be required in order to implement the collective
will of the Board.
Prepared by: Kevin E. Hendricks, Right-of-Way Acquisition Manager, Transportation
Engineering and Construction Management
Attachments: Agreement wi Exhibits "A" and "B"
Page 1 of2
COLLIER COUNTY
BOARD OF COUNTY COMMISSIONERS
Item Number:
Item Summary:
16F1
Meeting Date:
Recommendation to approve an Agreement for a temporary construction easement and
other site modifications necessitated for closure of one driveway and the modification to
another driveway at Mavrick House related to the expansion of Santa Barbara Boulevard
from Davis Boulevard to north of Golden Gate Parkway. Project No. 62081. Estimated fiscal
impact: $27,957.00.
8/26/20089:00:00 AM
Prepared By
Sonja Stephenson
Property Acquisition Specialist
Date
Transportation Services
TECM-ROW
8/7/200812:01:02 PM
Approved By
Usa Taylor
Management/Budget Analyst
Date
Transportation Services
Transportation Administration
8/8/2008 8: 24 AM
Approved By
Marlene Messam
Senior Project Manager
Transportation Engineering &
Construction Management
Date
Transportation Services
818/2003 11: 03 AM
Approved By
NaJeh Ahmad
Director
Date
Transportation Services
Transportation Engineering &
Construction Management
8112/20089:56 AM
Approved By
Norm E. Feder, Ale?
Transportation Division Admjnistrator
Dato
Transportation Services
Transportation Services Admin.
8/12/200810:15 AM
Approved By
Kevin Hendricks
Right Of Way Acquisition Manager
Date
Transportation Services
TECM-ROW
8112/20032:33 PM
Approved By
Sharon Newman
Accounting Supervisor
Date
Transportation Services
Transportation Services Admin
8112120083:21 PM
Approved By
Pat Lehnhard
Executive Secretary
Date
Transportation Services
Transportation Services Admin
811212008 4:06 PM
Approved By
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Jeff Klatzkow Assistant County Attorney Date
County Attorney County Attorney Office 8113120082:15 PM
Approved By
OMB Coordinator OMB Coordinator Date
County Manager's Office Office of Management & Budget 8/1312008 3:58 PM
Approved By
Susan Usher Senior Management/Budget Analyst Date
County Manager's Office Office of Management & Budget 8114120089:42 AM
Approved By
James V. Mudd County Manager Date
Board of County County Manager's Office
Commissioners 8/14120082:23 PM
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"
I
PROJECT:
PARCEL:
FOLIO No:
99999
14 ?TDRE
36431120002
AGREEMENT
THIS TDRE AGREEMENT (hereinafter referred to as the "Agreement") is made and
entered into on this __ day of . 20~. by and between C. DEAN
COPLEN AND HELEN I. COPLEN, as Trustees of The Coplen Family Trust dated
11/12/200t AND SANDRA S. HOLDEMAN, whose mailing address is clo Bella Y. Patel,
Attorney at Law, 13026 Waterford Run Drive, Riverview, Florida 33569, (hereinafter
referred to as "Owner"). and COLLIER COUNTY, a political subdivision of the State of
Florida, whose mailing address is 3301 Tamiami Trail East, Naples. Florida 34112
(hereinafter referred to as "Purchaser").
WHEREAS, Purchaser is expanding Santa Barbara Boulevard and making access
improvements to Owner's property and to 29th Place SW, as part of the Santa Barbara
Boulevard expansion project; and
WHEREAS, as part of the above-referenced project, Purchaser has agreed to
construct improvements on Owner's property pursuant to the terms of this Agreement; and
WHEREAS, Owner's southerly driveway on Santa Barbara Boulevard will be closed:
and
WHEREAS, Purchaser requires a Temporary Driveway Restoration Easement, over,
under, upon and across the lands described in Exhibit "A," which is attached hereto and
made a part of this Agreement (hereinafter referred to as the "Easement") in order to
construct the improvements: and
WHEREAS, Owner desires to convey the Easement to Purchaser for the stated
purposes, on the terms and conditions set forth herein; and
WHEREAS, Purchaser agrees to install the drain in the driveway and reconstruct the
driveway in accordance wifh the plans attached hereto as Exhibit "B".
WHEREAS, Purchaser has agreed to compensate Owner for conveyance of the
Easement
NOW THEREFORE, in consideration of these premises, the sum of Ten Dollars
($10,00), and other good and valuable consideration, the receipt and sufficiency of which
is hereby mutually acknowledged. it is agreed by and between the parties as follows:
1. All of the above RECITALS are true and correct and are hereby expressly
incorporated herein by reference as if sef forth fully below, and all Exhibits referenced
herein are made a part of this Agreement.
2. Owner shall convey the Easement to Purchaser for the sum of:
$10,000.00
sut-jact to the apportionment and distribution of proceeds pursuant to Paragraph 9 of
this Agreement (said transaction hereinafter referred to as the "Closing"). Said
payment to Owner, payable by County Warrant, shall be full compensation for the
Easement conveyed, including all landscaping, trees, shrubs, improvements, and
fixtures located thereon, and shall be in full and final settlement of any and all
damages resulting to Owner's remaining lands, and costs to cure, in connection with
conveyance of said Easement to Purchaser. Furthermore, Purchaser shall pay
attorney fees to Bella Y. Patel, P.A., in the amount of $10,000; engineering fees to
the firm of PEE.R in the amount of $2,725; land planning fees to the firm of Diaz-
Pearson in the amount of $3,970; and real estate appraisal fees to the firm of Integra
Realty Resources in the amount of $1,226.50.
Page 2
3. Prior to Closing, Owner shall obtain from the holders of any liens, exceptions and/or
qualifications encumbering the Easement, the execution of such instruments which
will remove, release or subordinate such encumbrances from the Easement upon
their recording in the public records of Collier County, Florida. Owner shall cause to
be delivered to Purchaser the items specified herein and the following documents
and instruments duly executed and acknowledged. in recordable form (hereinafter
referred to as "Closing Documents") on or before the date of Closing:
(a) Temporary Driveway Restoration Easement:
(b) Closing Statement;
(c) Grantor's Non-Foreign, Taxpayer Identification and "Gap" Affidavit;
(d) W-9 Form; and
(e) Such evidence of authority and capacity of Owner and its representatives to
execute and deliver this agreement and all other documents required to
consummate this transaction, as reasonably determined by Purchaser,
Purchaser's counsel and/or title company.
4. Both Owner and Purchaser agree that time is of the essence of this Agreement and
that, therefore, Closing shall occur within ninety (90) days from the date of execution
of this Agreement by the Purchaser; provided, however, that Purchaser shall have
the unilateral right to extend the term of this Agreement pending receipt of such
instruments, properly executed, which either remove or release any and all such
liens, encumbrances or qualifications affecting Purchaser's enjoyment of the
Easement. At Closing, payment shall be made to Owner in that amount shown on
the Closing Statement as "Net Cash to Seller," and Owner shall deliver the Closing
Documents to Purchaser in a form acceptable to Purchaser.
5. Owner agrees to relocate any existing irrigation system located on the Easement
including irrigation lines, electrical wiring and sprinkler valves, etc., prior to the
construction of the project without any further notification from Purchaser Owner
assumes full responsibility for the relocation of the irrigation system on the remainder
property and its performance after relocation. Owner holds County harmless for any
and all possible damage to the irrigation system in the event owner fails to relocate
the irrigation system prior to construction of the project.
If Owner elects to retain improvements and/or landscaping ("Improvements") located
on the Easement, the Owner is responsible for their retrieval prior to the construction
of the project without any further notification from Purchaser. Owner acknowledges
that Purchaser has compensated Owner for the value of the Improvements and yet
Purchaser is willing to permit Owner to salvage the Improvements as long as their
retrieval is perlormed before construction and without interruption or inconvenience
to the County's contractor. All Improvements not removed from the Easement prior
to construction of the project commencement of shall be deemed abandoned by
Owner.
This provision shall survive Closing and is not deemed satisfied by conveyance of
title.
o. Owner ana Purcnaser agree to ao all things which may be required to give effect to
this Agreement immediately as such requirement is made known to them or they are
requested to do so, whichever is the earlier.
7. Owner agrees, represents and warrants the following:
(a) Owner has full right, power and authority to own and operate the property
underlying the Easement, to enter into and to execute this Agreement, to
execute, deliver and perform its obligations under this Agreement and the
instrumEmts executed in connection herewith, to undertake all actions and to
perform all tasks required of Owner hereunder and to consummate the
transaction contemplated hereby.
Page 3
(b) Purchaser's acceptance of the Easement shall not be deemed to be tull
performance and discharge of every agreement and obligation on the part of
Owner to be performed pursuant to the provisions of this Agreement.
(c) No party or person other than Purchaser has any right or option to acquire
the Easement or any portion thereof.
(d) Until the date fixed for Closing, so long as this Agreement remains in force
and effect, Owner shall not encumber or convey any portion of the property
underlying the Easement or any rights therein, nor enter into any agreements
granting any person or entity any rights with respect to the Easement,
without first obtaining the written consent of Purchaser to such conveyance,
encumbrance, or agreement, which consent may be withheld by Purchaser
for any reason whatsoever.
(e) There are no maintenance, construction, advertising, management, leasing,
employment, service or other contracts affecting the Easement.
(f) Owner has no knowledge that there are any suits, actions or arbitration,
administrative or other proceedings or governmental investigations or
requirements, formal or informal, existing or pending or threatened which
affect the Easement or which adversely affect Owner's ability to perform
hereunder; nor is there any other charge or expense upon or related to the
Easement which has not been disclosed to Purchaser in writing prior to the
effective date of this Agreement.
(g) Purchaser is entering into this Agreement based upon Owner's
representations stated in this Agreement and on the understanding that
Owner will not cause the physical condition of the property underlying the
Easement to change from its existing state en the effective date of this
Agreement up to and including the date of Closing. Therefore, Owner
agrees not to enter into any contracts or agreements pertaining to or
affecting the property underlying the Easement and not to do any act or omit
to perform any act which would adversAly affect the pl1ysical cor,jitior Of the
property underlying the Easement or its intended use by Purchaser.
(h) The property underlying the Easement, and all uses of the said property,
have been and presently are in compliance with all Federal, State and Local
environmental laws; that no hazardous substances have been generated,
stored, treated or transferred on the property underlying the Easement
except as specifically disclosed to the Purchaser; that the Owner has no
knowledge of any spill or environmental law violation on the property
contiguous to or in the vicinity of the Easement to be sold to the Purchaser,
that the Owner has not received notice and otherwise has no knowledge of:
a) any spill on the property underlying the Easement; b) any existing or
threatened environmental lien against the property underlying the Easement;
or c) any lawsuit, proceeding or investigation regarding the generation,
storage, treatment, spill or transfer of hazardous substances on the property
underlying the Easement. This provision shall survive Closing and is not
deemed satisfied by conveyance of title.
8. Owner shall indemnify, defend, save and hold harmless the Purchaser aqainst and
from, a.nL: r8irllbUi~e tile Purchaser WIth respect to, any and all damages, claims,
liabilities, laws, costs and expenses (including without limitation reasonable paralegal
and attorney fees and expenses whether in court, out of court, in bankruptcy or
administrative proceedings or on appeal), penalties or fines incurred by or asserted
against the Purchaser by reason or arising out of the breach of any of Owner's
representations under paragraph 7(h). This provision shall survive Closing and is not
deemed satisfied by conveyance 0' title.
9. By the execution hereof, Owner hereby releases Purchaser from any and all claims
arising in connection with the Santa Barbara Boulevard expansion project, including
but not limited to claims of compensation for, or damages relating to:
a. Access both to and/or from either Santa Barbara Boulevard or 29th Place
Southwest;
Page 4
b. Parking; and
c. Drainage.
10. Purchaser shall pay all fees to record any curative instruments required to clear title,
all Easement recording fees, and any and all costs and/or fees associated with
securing and recording a Release or Subordination of any mortgage. lien or other
encumbrance recorded against the property underlying the Easement; provided,
however, that any apportionment and distribution of the full compensation amount in
Paragraph 2 which may be required by any mortgagee, lien-holder or other
encumbrance-holder for the protection of its security interest or as consideration for
the execution of any release. subordination or satisfaction, shall be the responsibility
of the Owner, and shall be deducted on the Closing Statement from the
compensation payable to the Owner per Paragraph 2. In accordance wifh the
provisions of Sec!ion 201.01, Florida Statutes, relatec~ to the eX8rrptions ag8.inst
payment of documentary stamp taxes by Purchaser, Owner shall further pay all
documentary stamp taxes required on the instrument(s) of transfer, unless the
Easement is acquired under threat of condemnation.
11. This Agreement and the terms and provisions hereof shall be effective as of the date
this Agreement is executed by both parties and shall inure to the benefit of and be
binding upon the parties hereto and their respective heirs, executors, personal
representatives, successors, successor trustees, and/or assignees, whenever the
context so requires or admits.
12. If the Owner holds the property underlying the Easement in the form of a partnership.
limited partnership, corporation, trust or any form of representative capacity
whatsoever for others, Owner shall make a written public disclosure, according to
Chapter 286, Florida Statutes. under oath, of the name and address of every person
having a beneficial interest in the property underlying the Easement before the
Easement held in such capacity is conveyed to Purchaser. (If the corporation is
registered with the Federal Securities Exchange Commission or registered pursuant
to Chapter 517, Florida Statutes, whose stock is for sale to the general public, it is
hereby exempt from the provisions of Chapter 286, Florida Statutes.)
13. Conveyance of the Easement, or any interest in the property underlying the
Easement, by Owner is contingent upon no other provisions, conditions, or premises
other than those so stated herein; and this written Agreement, including all exhibits
attached hereto, shall constitute the entire Agreement and understanding of the
parties, and there are no other prior or contemporaneous written or oral agreements,
undertakings, promises, warranties, or covenants not contained herein. No
modification, amendment or cancellation of this Agreement shall be of any force or
effect unless made in writing and executed and dated by both Owner and Purchaser.
14. Should any part of this Agreement be found to be invalid, then such invalid part shall
be severed from the Agreement, and the remaining provisions of this Agreement
shall remain in full force and effect and not be affected by such invalidity.
15. This Agreement is governed and construed in accordance with the laws of the State
of Florida.
IN WITNESS WHEREOF, the parties hereto have executed this Agreement on the
date first above written.
AS TO PURCHASER:
DATED:
ATTEST:
DWIGHT E. BROCK, Clerk
BOARD OF COUNTY COMMISSIONERS
COLLIER COUNTY, FLORIDA
Deputy Clerk
BY:
TOM HENNING, Chairman
Witnes Signature)
c:: rt{ ~ L" <<d -e-__
(PlinW>I, a )
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Witness (Sipf>ature)
10l'.rilP .J MO'V+I4~
(Prin ame)
Witness ignature)
Cr4.(~ J-.,ow<..-.
(Print N e)
...-. f ,_A ';1 -
~_<Yl', jrfc..->/' [.Jui)
Wi ness (Sign81ure)
~by4-1[) .3' /v"l" ~~O
(Print Name)
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,l7'es~ (Signature)
. V'f{(;, ~#uJ.e..
"'Nar:nEl rint or Type)
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Witness (Sig~Ure)
/fOM/I)J fv1",.<-t~
Name (Print or Type)
Approved as to form and
le~al]UffiCien.cy: .
a:: t It (k'"
~t.1 tl / .- .lJ
Heidi F. !\shton-Cicko '
Assistant County Attorney
Lasl~0vi$9d:4/1!oe
Page 5
(~))
U---jA./ ,-<c I-
C. DEAN COPLEN. Ind' dually and as
Co-Trustee of The Coplen Family Trust
dated 11112/2001
~w.{ ~.
HELEN I. COPLEN, Individually and as
Co- Trustee of The Coplen Family Trusl
dated 11/1212001
J) f- l'
~cf1a./).JU~. ,i.JJcbmiiJ
SANDRAS-:HOLOEMAN-
Exhibit "A"
The North 30 feet of the West 30 feet of the following
described property:
Lot 28, Block 230, Golden Gate Unit 7, according to the plat
thereof recorded in the publie; records or Collier County,
Florida, in Plat Book 5, Pages 135 through 146,
TOGETHER WITH the South 10 feet of the 20 foot wide
platted alleyway vacated by Collier County via Resolution
No. 95-155, recorded in the public records of Collier County,
Florida, in OR Book 2035, Pages 1367 through 1372,
located immediately adjacent to the north line of said Lot 28.
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6 [2-10108
EXECUTIVE SUMMARY
Recommendation to approve the proposed "No Parking" signs on Spanish Oaks
Lane at Oakes Neighborhood Park.
Obiective: To approve for the proposed four (4) "No Parking" signs to be placed along
the south side of Spanish Oakes Lane at Oakes Neighborhood Park.
Considerations: On February 13, 2007, staff responded to Community Development
Environmental Services (CDES) review comments to install "No Parking" signs.
According to the review comments, "No Parking" signs on Spanish Oaks Lane were
permissible.
On April 2, 2008, Right of Way Permitting rejected Parks and Recreation permit
application asking Parks to delete the "No Parking" signs that was proposed by CDES
for the project.
The park entrance is located on the south side of Spanish Oaks Lane. It is a two way
roadway, 30' wide with 30 MPH speed limit. This is a neighborhood park and for the
safety of the public "No Parking" signs should be installed.
Approval of this document by the County Manager is subject to formal ratification by the Board
of County Commissioners. If the decision by the County Manager is not ratified by that Board,
this document shall be enforceable against Collier County only to the extent authorized by law in
the absence of such ratification by that Board.
Fiscal Impact: Funds are budgeted from Oakes Neighborhood Park project, Parks and
Recreation Ad Volerem Capital Projects, Fund #306.
Growth Manaaement Impact: "No Parking" signs have no impact to the Growth
Management Plan.
Recommendation: That the Board of County Commissioners approves the "No
Parking" signs on Spanish Oaks Lane.
Prepared by: Tony Ruberto, Senior Project Manager, Parks and Recreation Department
Page I of I
COLLIER COUNTY
BOARD OF COUNTY COMMISSIONERS
Item Number:
Item Summary:
16F
Meeting Date:
Recommendation to approve the proposed No Parking signs on Spanish Oakes Lane at
Oakes Neighborhood Park.
8/26/20089:00:00 AM
Prepared By
Tony Ruberto
Project Manager
Date
Public Services
Parks and Recreation
7/2/20089:39:17 AM
Approved By
Tony Ruberto
Project Manager
Date
Public Services
Parks and Recreation
7/2/20082:18 PM
Approved By
Kerry Runyon
Regional Manager
Date
Public Services
Parks and Recreation
7/3/200810:39 AM
Approved By
Barry Williams
Director
Date
Public Services
Parks and Recreation
718/20085:20 PM
Approved By
Marla Ramsey
Public Services Administrator
Date
Public Services
Public Services Admin.
7/9/20082:54 PM
Approved By
OMB Coordinator
OMB Coordinator
Date
County Manager's Offjc~~
Office of Management & Budget
7/29120082:09 PM
http://bccagendaJIntranet/attachmentviewer.aspx?attachmentid=-1 &itemid= 12814
8/26/2008
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