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Our Acquisition Manager coordinates with PWA for the preparation of documents including the Purchase and <br />Sale Agreement and Deed and ensures appropriate deed jackets are utilized for each acquisition type. Our Senior <br />Acquisition Agents prepare Title VI information and the Acquisition Brochure and acknowledgment per Caltrans <br />Right -of -Way Manual requirements. In addition, we prepare any additional documents PWA requires as part of its <br />policies and procedures. <br />Our Acquisition Manager reviews all offer package documents, including Summary Statements, prior to the <br />offers being made. Prior to owner meetings, our Senior Acquisition Agents review appraisal reports and clarify <br />any questions with appraisers. Our Senior Acquisition Agents conduct good faith communications with property <br />owners and maintain excellent documentation in accordance with PWA and Caltrans standards. <br />Our Senior Acquisition Agents document owner claims, information, or suggested resolutions in the parcel diary, <br />as well as confirmation of Title VI delivery. Owners are informed of their right to obtain an independent appraisal <br />by a State -certified appraiser, not to exceed $5,000 (Code of Civil Procedure section 1263.025), and are given a <br />reasonable amount of time to consider offers and present material relevant to value determinations (30 days and a <br />minimum of 3 contacts). <br />Our Acquisition Manager and Senior Acquisition Agents prepare any administrative settlements in coordination <br />with PWA when it is reasonable and in the public interest. Once agreements are reached, our Senior Acquisition <br />Agents secure grantor approvals and signatures on the Purchase and Sale Agreements and Deeds. The owner - <br />signed documents are reviewed by our acquisition manager, who provides recommendations for approval to PWA. <br />Our Acquisition Manager provides a written summary for <br />each parcel acquisition on a monthly basis or as directed <br />by PWA. The summaries include a brief history of <br />services, documentation provided, and any negotiation <br />issues identified. A central aspect of our service is <br />communicating the progress of our acquisition activities. <br />Additional services include negotiating loss of rent <br />agreements as necessary. <br />If personal property is identified within the required <br />right-of-way, we inform PWA and recommend initiating <br />relocation activities under the Uniform Act, and we <br />proceed with relocation activities if approved. <br />nn Proactive Community <br />mmm Engagement <br />Proactive communication builds understanding, <br />trust and cooperation with public stakeholders. <br />We emphasize proactive public engagement from <br />the earliest stages of development through <br />implementation to build rapport with our diverse <br />communities and ensure successful project <br />delivery. <br />Coordination with Title and Escrow Services <br />Upon obtaining approved agreements, escrow is opened by our Senior Acquisition Agents by submitting an <br />instruction letter, and providing the purchase contract, title insurance coverage and notarized deed to the escrow <br />company. Our Acquisition Agents coordinate the following escrow activities and ensures expeditious acquisitions <br />by: <br />• Reviewing title reports and documents for submission to escrow: <br />• Working with escrow to facilitate title clearance matters per the escrow instructions: <br />• Providing any payment coordination for taxes due or lien releases, and assisting with securing any full or partial <br />re -conveyance instruments from lien holders of record: <br />• Facilitating recordation of corrective deeds to clear vesting issues: <br />PRO POSAL TO <br />CITY OF SANTA ANA, RFP 2o- <br />�=4✓co�"e <br />25D-124 <br />11 <br />