HomeMy WebLinkAboutEPIC LAND SOLUTIONS, INC.INSURANCE ON FILE A-2023-160-02
WORK MAY PROCEED
UNTIL INS RANCE EXPIRES
CITY CLERK
DATE: CONSULTANT AGREEMENT BETWEEN
EPIC LAND SOLUTIONS, INC. AND THE CITY OF SANTA
FOR ON -CALL RIGHT-OF-WAY SERVICES
THIS AGREEMENT is made and entered into on this 19"' day of September, 2023 by and between
Epic Land Solutions, Inc. ("Consultant"), and the City of Santa Ana, a charter city and municipal
corporation organized and existing under the Constitution and laws of the State of California
r, ("City").
CV
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N
C1RECITALS
A. The City desires to retain a Consultant having special skill and knowledge in the field of
0 on -call right-of-way services.
B. Consultant represents that it is able and willing to provide such services to the City.
C. In undertaking the performance of this Agreement, Consultant represents that it is
knowledgeable in its field and that any services performed by Consultant under this
Agreement will be performed in compliance with such standards as may reasonably be
expected from a professional consulting firm in the field.
NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the
terms and conditions hereinafter set forth, the parties agree as follows:
1. SCOPE OF SERVICES
On an as -needed basis, and at the City's sole discretion, Consultant shall perform the
services described in the scope of work that was included in RFP No. 22-150 and attached as
Exhibit A, and as further delineated in Consultant's proposal, which is attached as Exhibit B and
incorporated in full.
2. COMPENSATION
a. City neither warrants nor guarantees any minimum or maximum compensation to
Consultant under this Agreement. Consultant shall be paid only for services performed
under the Agreement at the rates and charges identified in Exhibit C, which is attached
hereto and incorporated in full. Consultant is one of two consultants selected to provide
on -call right-of-way services. The total aggregate amount, among the two consultants,
shall not exceed the shared aggregate amount of $250,000 annually during the term of
this agreement, including any extension periods.
b. Payment by City shall be made within forty-five (45) days following receipt of proper
invoice evidencing work performed, subject to City accounting procedures. Payment
need not be made for work which fails to meet the standards of performance set forth
in the Recitals which may reasonably be expected by City.
3. TERM
This Agreement shall commence on the date first written above for a (3) year term with
the option for the City to grant up to a one (1) two (2)-year renewal, exercisable by a writing by
the City Manager and the City Attorney, unless terminated earlier in accordance with Section 15,
below.
4. INDEPENDENT CONTRACTOR
Consultant shall, during the entire term of this Agreement, be construed to be an
independent Consultant and not an employee of the City. This Agreement is not intended nor shall
it be construed to create an employer -employee relationship, a joint venture relationship, or to
allow the City to exercise discretion or control over the professional manner in which Consultant
performs the services which are the subject matter of this Agreement; however, the services to be
provided by Consultant shall be provided in a manner consistent with all applicable standards and
regulations governing such services. Consultant shall pay all salaries and wages, employer's social
security taxes, unemployment insurance and similar taxes relating to employees and shall be
responsible for all applicable withholding taxes.
5. OWNERSHIP OF MATERIALS
This Agreement creates a non-exclusive and perpetual license for City to copy, use,
modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property
embodied in plans, specifications, studies, drawings, estimates, and other documents or works of
authorship fixed in any tangible medium of expression, including but not limited to, physical
drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or
caused to be prepared by Consultant under this Agreement ("Documents & Data'). Consultant
shall require all subcontractors to agree in writing that City is granted a non-exclusive and
perpetual license for any Documents & Data the subcontractor prepares under this Agreement.
Consultant represents and warrants that Consultant has the legal right to license any and all
Documents & Data. Consultant makes no such representation and warranty in regard to
Documents & Data which were provided to Consultant by the City. City shall not be limited in
any way in its use of the Documents and Data at any time, provided that any such use not within
the purposes intended by this Agreement shall be at City's sole risk. For the avoidance of doubt,
nothing in this Agreement shall be understood to grant City rights to pre-existing intellectual
property of Consultant, including Consultant software and licensed software, or to any
improvements thereto.
6. INSURANCE
Except with respect to Workers' Compensation coverage, Consultant shall procure and
maintain for the duration of the contract insurance against claims for injuries to persons or damages
to property which may arise from or in connection with the performance of the work hereunder
and the results of that work by the Consultant, his agents, representatives, employees or
subcontractors.
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MINIMUM SCOPE OF INSURANCE
Coverage shall be at least as broad as:
1. Commercial General Liability (CGL): Insurance Services Office Form CG 00 01
covering CGL on an "occurrence" basis, including products and completed operations,
property damage, bodily injury and personal & advertising injury with limits no less than
$1,000,000 per occurrence. If a general aggregate limit applies, either the general
aggregate limit shall apply separately to this project/location (ISO CG 25 03 or 25 04) or
the general aggregate limit shall be twice the required occurrence limit.
2. Automobile Liability: Insurance Services Office Form Number CA 0001 covering, Code
1 (any auto), or if Consultant has no owned autos, Code 8 (hired) and 9 (non -owned),
with limit no less than $1,000,000 per accident for bodily injury and property damage.
(Note: Automobile liability is not required if an automobile is not required to perform
services).
3. Workers' Compensation insurance as required by the State of California, with
StatutoryLimits, and Employer's Liability Insurance with limit of no less than $1,000,000
per accident for bodily injury or disease.
4. Professional Liability (Errors and Omissions) Insurance appropriates to the
Consultant's profession, with limit no less than $2,000,000 per occurrence or claim.
If the Consultant maintains broader coverage and/or higher limits than the minimums shown
above, the City requires and shall be entitled to the broader coverage and/or the higher limits
maintained by the Consultant. Any available insurance proceeds in excess of the specified
minimum limits of insurance and coverage shall be available to the City.
Other Insurance Provisions
The insurance policies are to contain, or be endorsed to contain, the following provisions:
Additional Insured Status
The City, its officers, officials, employees, and volunteers are to be covered as additional
insureds on the CGL policy with respect to liability arising out of work or operations performed
by or on behalf of the Consultant including materials, parts, or equipment furnished in
connectionwith such work or operations. General liability coverage can be provided in the form
of an endorsement to the Consultant's insurance (at least as broad as ISO Form CG 20 10 1185 or
bothCG 20 10, CG 20 26, CG 20 33, or CG 20 38; and CG 20 37 forms if later revisions used).
Primary Coverage
For any claims related to this contract, the Consultant's insurance coverage shall be primary
insurance primary coverage at least as broad as ISO CG 20 01 04 13 as respects the City, its
officers, officials, employees, and volunteers. Any insurance or self-insurance maintained by the
City, its officers, officials, employees, or volunteers shall be excess of the Consultant's
insurance and shall not contribute with it.
Notice of Cancellation
Each insurance policy required above shall state that coverage shall not be canceled, except with
notice to the City.
c
Waiver of Subrogation
Consultant hereby grants to City a waiver of any right to subrogation which any insurer of said
Consultant may acquire against the City by virtue of the payment of any loss under such insurance.
Consultant agrees to obtain any endorsement that may be necessary to affect this waiver of
subrogation, but this provision applies regardless of whether or not the City has received a waiver
of subrogation endorsement from the insurer.
Self -Insured Retentions
Self -insured retentions inust be declared to and approved by the City. The City may require
the Consultant to purchase coverage with a lower retention or provide proof of ability to pay losses
and related investigations, claim administration, and defense expenses within the retention. The
policy language shall provide, or be endorsed to provide, that the self -insured retention may be
satisfied by either the named insured or City.
Acceptability of Insurers
Insurance is to be placed with insurers authorized to conduct business in the state with a current
A.M. Best's rating of no less than A:VII, unless otherwise acceptable to the City.
Verification of Coverage
Consultant shall furnish the City with original Certificates of Insurance including all required
amendatory endorsements (or copies of the applicable policy language effecting coverage
required by this clause) and a copy of the Declarations and Endorsement Page of the CGL policy
listing allpolicy endorsements to City before work begins. However, failure to obtain the required
documents prior to the work beginning shall not waive the Consultant's obligation to provide them.
The City reserves the right to require complete, certified copies of all required insurance
policies, including endorsements required by these specifications, at any time.
Subcontractors
Consultant shall require and verify that all subcontractors maintain insurance meeting all the
requirements stated herein, and Consultant shall ensure that City is an additional insured on
insurance required from subcontractors.
Special Risks or Circumstances
City reserves the right to modify these requirements, including limits, based on the nature of
the risk, prior experience, insurer, coverage, or other special circumstances.
7. INDEMNIFICATION
Consultant agrees to defend, and shall indemnify and hold harmless the City, its officers,
agents, employees, contractors, special counsel, and representatives from liability: (1) for personal
injury, damages, just compensation, restitution, judicial or equitable relief arising out of claims for
personal injury, including death, and claims for property damage, to the extent that they arise from
the negligent operations of the Consultant, its subcontractors, agents, employees, or other persons
acting on its behalf which relates to the services described in section I of this Agreement; and (2)
from any claim that personal injury, damages, just compensation, restitution, judicial or equitable
relief is due by reason of the terms of or effects arising from this Agreement. This indemnity and
hold harmless agreement applies to all claims for damages, just compensation, restitution, judicial
or equitable relief suffered, or alleged to have been suffered, by reason of the events referred to in
this Section or by reason of the terms of, or effects, arising from this Agreement. The Consultant
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further agrees to indemnify, hold harmless, and pay all costs for the defense of the City, including
fees and costs for special counsel to be selected by the City, regarding any action by a third party
challenging the validity of this Agreement, or asserting that personal injury, damages, just
compensation, restitution, judicial or equitable relief due to personal or property rights arises by
reason of the terms of, or effects arising from this Agreement. City may make all reasonable
decisions with respect to its representation in any legal proceeding. Notwithstanding the foregoing,
to the extent Consultant's services are subject to Civil Code Section 2782.8, the above indemnity
shall be limited, to the extent required by Civil Code Section 2782.8, to claims to the extent that
they arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the
Consultant.
8. INTELLECTUAL PROPERTY INDEMNIFICATION
Consultant shall defend and indemnify the City, its officers, agents, representatives, and
employees against any and all liability, including costs, for infringement of any United States'
letters patent, trademark, or copyright infringement, including costs, contained in the work product
or documents provided by Consultant to the City pursuant to this Agreement. Consultant shall have
no liability arising from the use of any Work Product for any purpose or on any project other than
that for which it was produced.
9. RECORDS
Consultant shall keep records and invoices in connection with the work to be performed
under this Agreement. Consultant shall maintain complete and accurate records with respect to
the costs incurred under this Agreement and any services, expenditures, and disbursements
charged to the City for a minimum period of three (3) years, or for any longer period required by
law, from the date of final payment to Consultant under this Agreement. All such records and
invoices shall be clearly identifiable. Consultant shall allow a representative of the City to
examine, audit, and make transcripts or copies of such records and any other documents created
pursuant to this Agreement during regular business hours. Consultant shall allow inspection of all
work, data, documents, proceedings, and activities related to this Agreement for a period of three
(3) years from the date of final payment to Consultant under this Agreement.
10. CONFIDENTIALITY
If Consultant receives from the City information which due to the nature of such
information is reasonably understood to be confidential and/or proprietary, Consultant agrees that
it shall not use or disclose such information except in the performance of this Agreement, and
further agrees to exercise the same degree of care it uses to protect its own information of like
importance, but in no event less than reasonable care. "Confidential Information" shall include all
nonpublic information. Confidential information includes not only written information, but also
information transferred orally, visually, electronically, or by other means. Confidential
information disclosed to either party by any subsidiary and/or agent of the other party is covered
by this Agreement. The foregoing obligations of non-use and nondisclosure shall not apply to any
information that (a) has been disclosed in publicly available sources; (b) is, through no fault of the
Consultant disclosed in a publicly available source; (c) is in rightful possession of the Consultant
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without an obligation of confidentiality; (d) is required to be disclosed by operation of law; or (e)
is independently developed by the Consultant without reference to information disclosed by the
City.
11. CONFLICT OF INTEREST CLAUSE
Consultant covenants that it presently has no interests and shall not have interests, direct
or indirect, which would conflict in any manner with performance of services specified under this
Agreement.
12. NON-DISCRIMINATION
Consultant shall not discriminate because of race, color, creed, religion, sex, marital status,
sexual orientation, gender identity, gender expression, gender, medical conditions, genetic
information, or military and veteran status, age, national origin, ancestry, or disability, as defined
and prohibited by applicable law, in the recruitment, selection, teaching, training, utilization,
promotion, termination or other employment related activities or any services provided under this
Agreement. Consultant affirms that it is an equal opportunity employer and shall comply with all
applicable federal, state and local laws and regulations.
13. EXCLUSIVITY AND AMENDMENT
This Agreement represents the complete and exclusive statement between the City and
Consultant, and supersedes any and all other agreements, oral or written, between the parties. In
the event of a conflict between the terms of this Agreement and any attachments hereto, the terms
of this Agreement shall prevail. This Agreement may not be modified except by written instrument
signed by the City and by an authorized representative of Consultant. The parties agree that any
terms or conditions of any purchase order or other instrument that are inconsistent with, or in
addition to, the terms and conditions hereof, shall not bind or obligate Consultant or the City. Each
party to this Agreement acknowledges that no representations, inducements, promises or
agreements, orally or otherwise, have been made by any party, or anyone acting on behalf of any
party, which is not embodied herein.
14. ASSIGNMENT
Inasmuch as this Agreement is intended to secure the specialized services of Consultant,
Consultant may not assign, transfer, delegate, or subcontract any interest herein without the prior
written consent of the City, which shall not be unreasonably delayed or withheld, and any such
assignment, transfer, delegation or subcontract without the City's prior written consent shall be
considered null and void. Nothing in this Agreement shall be construed to limit the City's ability
to have any of the services which are the subject to this Agreement performed by City personnel
or by other consultants retained by City.
15. TERMINATION
This Agreement may be terminated by the City upon thirty (30) days written notice of
termination. In such event, Consultant shall be entitled to receive and the City shall pay Consultant
compensation for all services performed by Consultant prior to receipt of such notice of
termination, subject to the following conditions:
a. As a condition of such payment, the Executive Director may require Consultant to
deliver to the City all work product(s) completed as of such date, and in such case
such work product shall be the property of the City unless prohibited by law, and
Consultant consents to the City's use thereof for such purposes as the City deems
appropriate.
b. Payment need not be made for work which fails to meet the standard of
performance specified in the Recitals of this Agreement.
16. WAIVER
No waiver of breach, failure of any condition, or any right or remedy contained in or
granted by the provisions of this Agreement shall be effective unless it is in writing and signed by
the party waiving the breach, failure, right or remedy. No waiver of any breach, failure or right, or
remedy shall be deemed a waiver of any other breach, failure, right or remedy, whether or not
similar, nor shall any waiver constitute a continuing waiver unless the writing so specifies.
17. JURISDICTION - VENUE
This Agreement has been executed and delivered in the State of California and the validity,
interpretation, performance, and enforcement of any of the clauses of this Agreement shall be
determined and governed by the laws of the State of California. Both parties further agree that
Orange County, California, shall be the venue for any action or proceeding that may be brought or
arise out of, in connection with or by reason of this Agreement.
18. PROFESSIONAL LICENSES
Consultant shall, throughout the term of this Agreement, maintain all necessary licenses,
permits, approvals, waivers, and exemptions necessary for the provision of the services hereunder
and required by the laws and regulations of the United States, the State of California, the City of
Santa Ana and all other governmental agencies. Consultant shall notify the City immediately and
in writing of its inability to obtain or maintain such permits, licenses, approvals, waivers, and
exemptions. Said inability shall be cause for termination of this Agreement.
19. NOTICE
Any notice, tender, demand, delivery, or other communication pursuant to this Agreement
shall be in writing and shall be deemed to be properly given if delivered in person or mailed by
first class or certified mail, postage prepaid, or sent by fax or other telegraphic communication in
the manner provided in this Section, to the following persons:
To City:
Clerk of the City Council
City of Santa Ana
20 Civic Center Plaza (M-30)
P.O. Box 1988
Santa Ana, CA 92702-1988
Fax: 714- 647-6956
With courtesy copies to:
Executive Director, Public Works Agency
City of Santa Ana
20 Civic Center Plaza (M-36)
P.O. Box 1988
Santa Ana, California 92702
To Consultant:
Epic Land Solutions, Inc.
Eddie Quintero, Project Manager
1971 W 190th Street, Suite 200
Torrance, CA 90504
A party may change its address by giving notice in writing to the other party. Thereafter,
any communication shall be addressed and transmitted to the new address. If sent by mail,
communication shall be effective or deemed to have been given three (3) days after it has been
deposited in the United States mail, duly registered or certified, with postage prepaid, and
addressed as set forth above. If sent by fax, communication shall be effective or deemed to have
been given twenty-four (24) hours after the time set forth on the transmission report issued by the
transmitting facsimile machine, addressed as set forth above. For purposes of calculating these
time frames, weekends, federal, state, County or City holidays shall be excluded.
20. MISCELLANEOUS PROVISIONS
a. Each undersigned represents and warrants that its signature herein below has the
power, authority and right to bind their respective parties to each of the terms of
this Agreement, and shall indemnify City fully, including reasonable costs and
attorney's fees, for any injuries or damages to City in the event that such authority
or power is not, in fact, held by the signatory or is withdrawn.
b. The Agreement is the final and complete agreement and any prior or
contemporaneous agreements for similar services between the parties is superseded
by this Agreement. This shall not apply where the Parties are currently engaged
and Consultant is providing services not contemplated by this Agreement.
A-2023-160-02
C. All Exhibits referenced herein and attached hereto shall be incorporated as if fully
set forth in the body of this Agreement.
IN WITNESS WHEREOF, the patties hereto have executed this Agreement the date and year fast
above written.
ATTEST:
ennifer L aI
Cit
APPROVED AS TO FORM:
SONIA R_ CARVALHO
City Attorney
By.
lose Montoya
Assistant City Attorney
RECOMMENDED FOR APPROVAL:
�Nabil Saba, P.E.
Executive Director
Public Works Agency
CITY OF SANTA ANA
Steven A. Mendoza
Acting City Manager
CONSULTANT:
KllMM Starr
Xum34rtpu, 14 %Y 119 Wp
Karen Starr
Senior Vice President
EXHIBIT A
Appendix
ATTACHMENT 1
SCOPE OF WORK
CITY OF SANTA ANA
REQUEST FOR PROPOSALS
FOR
ON -CALL RIGHT OF WAY COORDINATOR
RFP NO.22-150
The City of Santa Ana is issuing this Request for Proposals (RFP) to seek a qualified Right -of -
Way Consultant to provide right-of-way coordinating services for the City of Santa Ana Public
Works Agency on an as -needed basis. From the proposals received, it is the City's goal to select
one firm to enter into agreement for a not to exceed amount of $XXX,XXX.
Minimum Qualifications:
Consultant qualifications must demonstrate the minimum qualifications as established in the
California Department of Transportation (Caltrans) Right of Way Manual which can be accessed
at: http://www.dot.ca. og v/hg/row/rowman/manual/index.htm.
Description of Work:
Consultant under contract with the City of Santa Ana will provide support and services to City of
Santa Ana staff or their designee on an as -needed basis. The Consultant shall be thoroughly
familiar with the Statement of Work prior to submitting a response to this Request for Proposal
(RFP).
• The Consultant shall perform work to produce a high quality, professional and complete
work product.
• Consultant must have experience with State and Federally funded projects. All work shall
be performed in conformance with all applicable regulations, policies, procedures and
standards.
• Work may include, but not be limited to, the following: onsite review of the project area;
review of existing records; conducting research and performing analysis; information
gathering; negotiations; development of strategies.
• The Consultant shall carry out the instructions received from the City and shall cooperate
with the City and other agencies.
• The Consultant has total responsibility for the accuracy and completeness of the work
City of Santa Ana RFP 22-150
Page Al-1
produced. The work will be reviewed by the City for conformity with the requirements of
the Agreement. Reviews by the City may NOT include a detailed review for the accuracy
of items submitted. The responsibility for accuracy and completeness of such items
remains solely that of the Consultant.
The Consultant shall be responsible for coordination and supervision of all work performed
by its sub -consultants. The Consultant shall review all work performed by its sub -
consultants and the responsibility for accuracy and completeness of work performed
remains solely that of Consultant.
The Consultant shall have a Quality Assurance/Quality Control (QA/QC) plan in effect
during the entire time work is performed under the Agreement. The QA/QC plan is intended
to ensure that the appraisals, maps, reports, plans, studies, estimates, agreements and other
documents submitted under assigned Scope of Work are complete, accurate, checked, and
proofread to meet professional standard practice requirements, and to monitor work for
conformance with the appropriate standards and policies. Additionally, all electronic files
shall conform to the City's file naming system.
• The Consultant shall diligently work on each assignment and complete each task in
accordance with the schedule and accommodate the City's needs.
• The Consultant's work will be subject to inspection and audit by City, County, State and
Federal representatives.
• Project files including copies of all correspondences, reports, documents, and electronic
files shall be managed online to be shared among the City and various Consultants and
update weekly. The schedule and/or status report shall be updated frequently.
• All work, including reports, analysis, data, and intellectual properties developed during the
life of the Agreement shall become the properties of the City.
• The Consultant will receive written notification of the award of the contract. Upon on such
notification, the Consultant will proceed with the services required by the Agreement.
SCOPE OF SERVICES
Assist City staff overseeing all the right of way and real estate services. Ensuring all work will be
performed in accordance with the public agency's policies and procedures and federal, state and
local regulations. Consultant shall assign one staff as Project Coordinator managing and
overseeing the following tasks including, but not limited to:
• Administration of all right-of-way related consultant contracts including but not limited
to: 1) Property appraisal; 2) Furniture, fixture and equipment appraisal; 3) Business
goodwill appraisal; 4) Acquisition/relocation and property management services; and 5)
City real estate properties.
City of Santa Ana RFP 22-150
Page Al-2
• Prepare Weekly Project Summary Reports for review by City Legal Staff
• Review consultant invoices and recommend payment to City
• Review consultants schedule for acquisition/relocation and monitor progress.
• Review relocation claim and monitor status of relocation and eviction efforts in
accordance with the Uniform Relocation and Real Property Acquisition Act of 1970
(Uniform Act); the California Relocation Assistance and Real Property Acquisition
Guidelines; CITY's Real Property Policies and Procedures and any other applicable
regulations.
• Review Title reports and identify pertinent information
• Review and comment on real estate appraisals
• Review and comment on improvements pertaining to realty, furniture, fixtures and
equipment appraisals
• Review and comment on loss of business goodwill appraisals
• Review and comment on acquisition tasks such as offer packages
• Monitor negotiations done by other consultants
• Prepare documentation for administrative settlements
• Provide Condemnation support
• Monitor Demolition activities
• Recommend amount of just compensation. The CITY shall make the final determination
of just compensation.
• Review title and escrow services necessary for the acquisition of real property, which
include, but are not limited to, preliminary title reports, litigation guarantees, policies of
title, title searches, document searches, document preparation, estimates of closing costs,
escrow instructions, and other documents.
• Review all documents for submission and delivery to escrow companies; review title and
escrow documents; ensure that CITY is acquiring good title and/or the property rights
needed for the completion of the PROJECT, free and clear of any and all encumbrances
that may affect or hinder the development of future consideration; coordinate escrow
closings and file all applicable forms and documents with the County Assessor's Office.
• Coordinate and provide support to CITY legal staff to clear title, if necessary.
• Advise CITY of any Preliminary Title Reports/Litigation Guaranties, determine title
deficiencies, develop a plan to resolve and cure title deficiencies and clear liens and
encumbrances.
• Upon completion of Project, advise CITY of any Policy of Title insurance, American
Land Title Association (ALTA) or California Land Title Association (CLTA) extended -
coverage owner's policy based on the value of the property provided by CITY.
• Review design plans, construction plans, appraisal, appraisal maps, legal descriptions,
and if necessary, environmental site assessments.
• Review and maintain a parcel negotiator's log (parcel diary) for each parcel.
• Review the acquisition file for each property owner or property interest acquired, and
maintain a file checklist pursuant to City's policies and procedures
• Secure Agreements for Possession and Use, Right of Entries, and licenses or permits
City of Santa Ana RFP 22-150
Page Al-3
from property owners for purposes of performing hazardous waste, archeological and
other inspections. If needed, provide support to CITY legal staff.
• Perform any other normal procedures and processes to implement the acquisition
assignment and shall provide any other supporting information and/or correspondence
required by CITY
• Assist CITY in achieving California Department of Transportation (Caltrans) Right Of
Way Certification.
• Review existing leases, licenses, franchises, easements, permits and other agreements for
the subject properties.
• Establishment of right of way requirements for road widening projects
• Review accuracy of Right of way mapping and legal descriptions
• Review and comment on environmental studies to meet all applicable local, federal, and
state laws, regulations, rules, and other requirements.
• Review and comment on relocation plan, arrange for periodic circulation support in
accordance with the Uniform Act, the California Relocation Assistance and Real Property
Acquisition Guidelines, CITY's Real Property Policies and Procedures and any other
applicable regulations.
• Prepare documentation for Right of way disposition
• Attend neighborhood and Council meetings, make public presentations to individuals and
organizations and represent CITY in presentations and public hearing on all matters
pertaining to the right of way process.
• The overseeing Right of Way Coordinator shall be currently and validly licensed to
practice the business of Real Estate in the State of California. The Proposal shall include
the Right of Way Coordinator's Broker License Number as issued by the California
Department of Consumer affairs Bureau of Real Estate. All right of way activities shall
be in accordance with CITY's Real Property Policies and Procedures Manual, and
Federal, State and local regulations
• The Coordinator shall also have full time experience conducting same work as those
required by this RFP for at least the past 5 years.
• Prepare all necessary documents to the title and escrow companies for approval by CITY.
CONSULTANT will be responsible for managing and monitoring the title and escrow
companies to ensure timely delivery.
• Market for sale properties via traditional and non-traditional methods
• Coordinate Phase I Environmental Soil Assessment Reports and, if required, provide
Phase II assessments, Hazardous Materials Disclosure Documents (HMDD) and Request
to Acquire Contaminated Property (RACP) if required.
• Advise for the submittal of any approval, certification or other similar document that any
jurisdictional agency may require, and obtain approval/acceptance from said
jurisdictional agency.
• Advise in the preparation of the Informational Letter and Offer Letter
• Maintain a Record of Negotiations documenting that all elements of the acquisition
process and transactions were performed in accordance with applicable Federal, State,
City of Santa Ana RFP 22-150
PageAl-4
and local laws and regulations.
• Provide bilingual acquisition agents as needed.
• Assist CITY in Eminent Domain Support. If requested, CONSULTANT shall provide
expert testimony in any court or administrative proceedings, and assist as required in
legal matters as directed by CITY legal staff, especially in the litigation of cases for or
against CITY, including but not limited to gathering of documents and information.
• Responsible for coordinating the identification, relocation, protection, and abandonment of
all utilities required by the PROJECT.
• Set -rip procedure to sell surplus property
City of Santa Ana RFP 22-150
Page Al-5
EXHIBIT B
EPIC
Land Solutions, Inc.
Epic Land Solutions, Inc. • 1971 W 190th Street • Suite 200 • Torrance, CA 90504 • epicland.com
Epic Land Solutions, Inc.
Proposal for City of Santa Ana — On -Call Right of Way Coordinator
Understanding of Need, Scope of Work & Schedule
The City of Santa Ana is seeking a qualified On -Call Right of Way Coordinating firm for the City's
Public Works Agency projects on an as -needed basis. The Coordinating firm shall oversee all the
right of way and real estate services for the City. Work may include real property appraisal, FF&E
and Goodwill appraisal, acquisition, relocation, property management, surplus property sales, and
Caltrans Right of Way Certification. The City is seeking a consultant to provide high -quality,
professional services that comply with all applicable regulations, policies, procedures and
standards for State and Federal Aid projects. The Coordinating firm is expected to carry out and
complete assigned task orders in a responsible manner while collaborating with the City and other
stakeholders. EPIC understands the term of this contract is determined to be three years with the
City's option to extend the contract for an additional one (1) or two (2) years.
Approach to Scope of Work
Regardless of project funding, EPIC's approach always adheres to the Uniform Act and Caltrans
Right of Way Manual and Local Assistance Procedures Manual (LAPM) guidelines. EPIC will
perform all right of way coordination, relocation, and property management services in close
coordination with the City and in accordance with county, state, and federal policies and
procedures wherever applicable including Title VI of the Civil Rights Act of 1964, the Federal
Uniform Relocation Assistance and Real Property Acquisition Policies Act of 1970, as amended,
and the URA regulations that became effective in February 2005.
Right of Way Acquisition Services
This section outlines EPIC's description of the on -call right of way coordination services being
proposed for this contract. It is EPIC's privilege to offer the following services to the City:
Project Management
Under the direction of Right of Way Coordinator/Project Manager, Eddie Quintero, will work closely
with the City and its consultants to review project assignments and establish lines of
communication, procedures and protocols, and will work to keep the team on track to reach goals.
To track and manage ongoing right of way project tasks and budget, Eddie will:
• Oversee all activities performed under the right of way contract.
• Coordinate with any federal and state oversight agencies as directed by the City.
• Ensure that all consultants have appropriate licenses for the scope of work.
• Coordinate team, subconsultant, and client meetings.
• Prepare and maintain a detailed project schedule and provide progress reports.
• Coordinate with all stakeholders.
Maintain project files.
Develop and maintain a quality assurance/quality control plan.
Title Examination Services
Securing preliminary title reports quickly is very critical. At the time of Notice to Proceed, EPIC
will obtain a Preliminary Title Report for the impacted parcels. These reports will provide
information required by the appraiser when preparing the Just Compensation analysis. Title
Services involve obtaining and reviewing title reports to verify ownership and identify any
easements or encumbrances. One report will be obtained for contiguous parcels with the same
owner. Updated preliminary title reports will be obtained as needed.
Epic Land Solutions, Inc. I Creating Land Solutions for the Public Good
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Epic Land Solutions, Inc.
Proposal for City of Santa Ana — On -Call Right of Way Coordinator
Acquisition/Negotiation Services
EPIC is responsible for the entire acquisition process. Property acquisition requires that EPIC
negotiate with property owners or appointed representatives for the purchase of property rights in
good faith. The property acquisition process is performed in close coordination with the City and in
accordance with the Uniform Act whenever necessary. We expect to provide the following
services and high degree of care for every acquisition negotiation:
I. Offer Package Preparation: First, an Offer Package template is submitted to the City for quality
review and approval. EPIC then prepares the Offer Package for each parcel based on the City -
approved Just Compensation. Offer Packages may include an Offer Letter, Summary
Statement of Just Compensation (appraisal summary), Acknowledgment Receipt, legal
descriptions, plat maps, grant deeds and easements, Purchase Agreement and Title VI
brochure. Caltrans projects require that a copy of the formal summary appraisal report be
provided to the owner with the first written offer.
► Immediate Engagement with Owners: EPIC assigns one agent to be the primary point of
contact for each property owner. As soon as possible, the agent present the written Offer
Package to the impacted property owner or their authorized representative. Early interaction
with the property owner saves time in negotiations after the offer is made. Agents will take the
necessary time to advise property owners with detailed explanation of the property interest
being acquired, the proposed construction detail as it affects the property, as well as the entire
acquisition process. Agents will answer any questions or concerns the owners may have.
► Good Faith Negotiation: EPIC is aware of the sensitive nature of unwanted acquisitions from
the point of view of affected property owners. For the remainder of the negotiation schedule will
maintain close communication with property owners to establish a positive rapport and working
relationship with the property owner to build trust and create an atmosphere in which
successful negotiations can occur. Agents will make as many contacts with each owner as the
City believes necessary to acquire the property or secure an easement.
► Reasonable Offer Timeline: Property owners are given reasonable time to consider the City's
offer and present material relevant to value determination (generally a minimum of 30 days or
three contacts).
P. Tenant Consideration: Early in the process, EPIC will ascertain if property owners have tenants
leasing their property. EPIC understands the relationship between a property owner and a
tenant and the need to address all tenant concerns. At the owner's or tenant's
request, EPIC will meet with the tenant to discuss the project and ways that the impact to the
tenant can be mitigated.
It. Diary Entries: Each contact with property owners and tenants is documented (including the
date, place and names) and maintained in the parcel file throughout the negotiation process.
P. Purchase Agreement Amendments: To minimize the impact of project on affected persons and
help address and alleviate some of the owner and tenant concerns, EPIC can suggest
amendments or special provisions to agreement language. EPIC will work closely with the City
and the impacted property owner/tenants to determine which concessions can be made without
adversely impacting the project construction and project costs.
I. Recommendations and Counter -Offers: Review and consider counter-offers, make
recommendations and obtain City approval before accepting the owner's counter offer or
making a second counter offer.
► Innovative Final -Stage Negotiation: EPIC developed Summit Meetings as a highly
successful approach to resolve issues and assist in avoiding eminent domain/
condemnation proceedings. EPIC sets up a meeting with all individuals who have project
information and decision -making authority. Although the meeting can last several hours, we are
usually able to reach agreement on all issues.
► Fair Settlement: It is one of EPIC's highest priorities to negotiate a fair, mutually agreeable
Epic Land Solutions, Inc. I Creating Land Solutions for the Public Good
Page 8 of 20
Epic Land Solutions, Inc.
Proposal for City of Santa Ana — On -Call Right of Way Coordinator
settlement between the City and the property owner, resulting in escrow. Once an agreement
has been reached, EPIC obtains the owner's signature, notarized when necessary. EPIC
promptly transmits all executed documents on successfully negotiated parcels to City for
acceptance and signature. We will then deliver purchase agreements to the title and escrow
subconsultants and perform all title clearance.
Legal Recourse: EPIC will continue negotiations with the property owners until every effort has
been exhausted and it appears that the only remaining method of acquisition is through legal
proceedings (i.e. a Recommendation for Condemnation).
Rights of Entry and Encroachment Permits
EPIC will guide the City to obtain any necessary Encroachment Permits or Rights of Entry permits
from local public agencies if it is necessary to cross any property owned by the public agencies.
These agreements will inform the property owner of the purpose and impact of each permit.
Escrow/Closing Services
Once EPIC has obtained the property owner and City's signature on acquisition agreement(s) we
will open escrow and coordinate escrow requirements with property owner. We provide draft
escrow instructions to the City for approval. EPIC will work with a third -party title company to
perform title clearance. EPIC will review the Title Reports and work to ensure that the property
can be conveyed to the City without any unacceptable liens, Covenants, Conditions, and
Restrictions (CC&Rs) and other encumbrances. We coordinate payment between the Grantor,
City and the Escrow Company. EPIC will obtain the City's signature on Certificates of Acceptance
and all other necessary documentation such as recorded grant deeds and temporary construction
easement deeds to convey title. At the close of the transaction, we obtain the final title policy,
review closing statements and submit to City for approval and close escrow.
Condemnation/Eminent Domain Support
When negotiating for acquisitions, EPIC works to avoid eminent domain whenever possible. When
a Recommendation for Condemnation becomes necessary, EPIC will prepare summary memos
outlining efforts made and the reason(s) for impasse and work closely with the City's eminent
domain counsel to begin eminent domain tasks.
Caltrans Right of Way Certification
All state and federally funded projects require Caltrans right of way certification. If needed, EPIC
will work to obtain right of way certification which documents that real property interests have
been secured, that the site will be vacated prior to construction, and that all right of way activities
were conducted in accordance with applicable Caltrans policies and procedures.
Relocation Assistance Services
EPIC's project team prides itself on its ability to administer a relocation program that recognizes
the delicate nature required when moving people from their homes or places of business. Being
sensitive to displaced persons' concerns is not only beneficial to the project, but also goes a long
way toward alleviating the very human, sometimes traumatic, reaction faced by property owners
who are unexpectedly displaced. Our Relocation Advisory Assistance process follows:
Relocation Occupant NOE and Acquisition File Close -
Plan &—► Relocation —► (FF&E and
Plan Notices Process Goodwill) Out
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Page 9 of 20
Epic Land Solutions, Inc.
Proposal for City of Santa Ana - On -Call Right of Way Coordinator
Draft Relocation Plan
In accordance with URA and
California Code of Regulations
Title 25, § 6038, EPIC can
prepare a Relocation Plan to
analyze relocation options,
anticipate all costs, outline the
needs of residents, and outline plan for claim disbursements. The plan will verify the feasibility of
anticipated relocations and forms an itemized project budget, including lodging, meal,
transportation, and moving expenses.
Occupant Interview & Notices
Prepare the following notices and conduct an intake interview with each of the residential and non-
residential occupants impacted in this project:
► General Information Notice (GIN)
► Business Interview Form (where applicable)
P. Informational Brochure
► Certificate of Lawful Presence
► Notice of Eligibility (NOE)—Business Occupant
► 90-Day Notice to Vacate [required by federal law]
► 60/30-Day Notice to Vacate [per City's preference]
The Relocation Specialist will meet personally with an authorized representative and explain the
relocation assistance program and eligibility requirements for relocation payments to impacted
property owners, business owners, and tenants. Agent will maintain a diary of relocation details
and communications, capturing all salient conversations, discussions, emails, and other pertinent
information with owners/representatives.
Notice of Eligibility (NOE) and Relocation Process
► Relocation Advisory Assistance
I. Identify replacement sites and provide referrals [minimum of two (2) written referrals]
I. Move coordination [obtain minimum of two (2) quotes, including walk-throughs with
occupant and contractor]
► Process claims for reimbursement to business occupants
► Vacancy inspection (Certificate of Abandonment)
Acquisition (F&E and Loss of Business Goodwill appraisals)
For any property improvements constructed by the Lessee and/or Business Occupants or Loss of
Business Goodwill, EPIC will coordinate with qualified specialty appraisers.
File Close -Out & Documentation
Prepare final relocation package for submittal to the City to commence the process for document
review and requesting of Relocation funds. Such package shall include all signed documents and
original signatures of owners, diary, and other relevant relocation information. Such
documentation shall be on the City's forms unless otherwise permitted.
Epic Land Solutions, Inc. I Creating Land Solutions for the Public Good
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Epic Land Solutions, Inc.
Proposal for City of Santa Ana — On -Call Right of Way Coordinator
Property Management & Maintenance Services
EPIC is one of the only a few right of way consulting
firms to offer full -service property management
solutions specifically suited for property owned by
public agencies. Our objectives are to maximize
revenue, maintain safety and security, reduce
maintenance costs, and minimize liability for our
clients. Services include:
Interim Property Management Services
EPIC is prepared to handle interim property
management activities as needed to manage
properties acquired by the City. Tasks may include
collection of lease payments, managing and
maintaining licenses, leases, and rental agreements
for acquired properties, pursuing collection of
Focus on
Revenue
Capture
Hazmat,
Maintenance
Demolition
and
& Clearance
Inspections
Full -Service
Property
Management
2417 Point
of
Reporting
Contact
& Insights
Long -Term
Planning &
Risk
Management
delinquent rents when necessary, setting up a client
bank account and reconcile with the income and expense reports, prepare monthly income and
expense reports, performing site visits periodically to monitor for encroachments, safety issues,
and property maintenance tasks.
Property Maintenance & Site Inspections
EPIC has developed proactive programs to periodically inspect client property for code
enforcement and easement compliance issues, environmental concerns, and unauthorized uses
by third parties. EPIC will identify unpermitted encroachments and unlawful activities, notify
trespassers of the need to vacate, engage code enforcement authorities on corrective action
noticing, take timely action on any violations, and log all findings and actions in a database. EPIC
can also work with the encroaching entity to install a permit, lease, or license if the use is deemed
acceptable by the City, and will work with qualified maintenance professionals, general
contractors, and construction managers to handle large or small emergency repairs.
Additional Value -Added Services for Santa Ana
Surplus Land Sales — Your Subject Matter Expert for Public Land Disposal
EPIC is the City of Santa Ana's local expert in the proper disposal of remnant parcels owned by
public agencies and the public auction process. EPIC's team of experienced real estate agents
will use proven processes for auctioning remnant parcels, using existing Request for Offer
and marketing templates and processes that have been used successfully to sell over $15
million dollars in excess land sales over the last 10 years. EPIC will leverage our Esri ArcMap
technology to perform GIs analysis for every parcel sale to identify property owners within 500
feet radius that may have an interest in buying.
Understanding of the Surplus Land Act
The California Surplus Land Act of 2019 requires that when cities, counties,
transit agencies, and other local agencies sell or lease their land, they must
prioritize it for affordable housing development. In short, the Surplus Land Act
of 2019 deals with a requirement to use the land for affordable housing when
applicable. EPIC staff are required to stay current and educated on the latest
guidelines and updates to the law, such as changes that started January 1,
Epic Land Solutions, Inc. I Creating Land Solutions for the Public Good
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Epic Land Solutions, Inc.
Proposal for City of Santa Ana — On -Call Right of Way Coordinator
2021, which stipulates that local agencies are required to send, and the California Department of
Housing and Community Development (HCD) is required to review, negotiation summaries for
each surplus land transaction in the state. HCD is also required to notify local agencies of
violations and may notify the Attorney General and assess fines, as necessary.
Utility Research, Plans & Relocation
EPIC has a dedicated Utility Services Department to research Utility Conflicts, perform Utility
Design QA/QC, Determine Liability of utility relocation, and Certify the Utility Relocations with
Caltrans District 12. All of EPIC's utility services are performed following the Caltrans LAPM
process. EPIC's Utility Manager coordinates with the City, utility companies and applicable
stakeholders for all work involved in identifying, protecting, removal and/or relocation of utility
facilities necessary for the project. We identify all utility owners in the project area, conduct site
verifications and confirm who has prior rights and determine if any of their utility facilities conflict
with the project design. A utility matrix will be prepared identifying utility owners, descriptions of
facilities, dispositions (i.e. protect, relocate, abandon) and initial liability determinations. If conflicts
exist, we review project plans with the engineering design team to determine utility alternatives
and meet early with utility owners to determine liability and identify which utilities will be moved to
accommodate the proposed project. This is critical as determination of liability is becoming more
of an issue in today's projects and can cause major delays or increase expense due the
involvement of legal counsel. EPIC then provides coordination for the successful relocation of
utility facilities identified as conflicts and Caltrans Certification.
Scope of Work Responsibilities
Stakeholder coordination; Coordinate Kickoff and project meetings;
Risk Assessment at Kickoff; Obtain the City's templates and
Project Eddie procedures; Status Report Templates; Regular Progress Reports;
Management Quintero Schedule Updates; Quality Assurance/Quality Control Plan; Quality
review of offer packages; Update Relocation Plan; Detailed
Procedures; File Checklists; Agreements
Title & Yasmeen Ordering and reviewing Preliminary Title Reports; Coordination with
Escrow Flores the City's Title consultant, Title Exception Form internal quality
Services checklist; Litigation Guarantees (as needed)
Appraisal Eddie
Appraisal Review Report or Coordination of completion thereof;
Coordination Quintero
Review Appraisal Certificate; Submit amount of Just Compensation
to City for approval & FTA Concurrence
Prepare Offer Package to property owners; QA/QC and present
Acquisition/ Addiel
offer packages; Perform negotiations to acquire property rights;
Negotiation Flores
Detailed Negotiator Diaries; Purchase and Sale Agreements;
Administrative Settlements; Possession and Use Agreements; As -
Needed Resolution of Necessity Support
Epic Land Solutions, Inc. i Creating Land Solutions for the Public Good
Page 12 of 20
Epic Land Solutions, Inc.
Proposal for City of Santa Ana — On -Call Right of Way Coordinator
Owner/Tenant Interviews; General Information Notice (GIN);
Relocation Addiel Comparable/Search; Housing Study; Notice of Eligibility; Relocation
Assistance Flores Brochures; Replacement Site search and referrals; 30/60/90-Day
Notices to Vacate; Advisory services; Movers and storage vendor
quotes; Claims forms; Certificate of Vacancy; Claims processing
Facility Map Request Letters; As -Built Plans; Utility Information
Utility
Mike
Sheet; potholing coordination; Utility Verification Letters; Relocation
Coordination
Mays
Claim Letters; Notices To Owners (NTOs) to relocate; utility
agreements; cent package
Condemn-
Impasse Letter; Prepare Draft Resolution of Necessity and Notice of
Eddie
Hearing; Board Reports; Negotiator and Relocation Logs; Referrals;
Support
Quintero
Responses to Discovery; Coordinate Supplemental Deposits;
Deposit Refund
Property
Interim rent/lease collections; Property Inspection Notices, Reports;
Management Darcy
Certificates of Insurance; weed abatement; excavations; paint &
& Mendoza
anti -graffiti; security fencing & board -ups; Metrolink/SCRRA safety
Maintenance
permits; homeless abatement; plumbing & electrical; Notices of
Demolition; Proof of services rendered; Certificates of Completion
Data Sheet; Utility Information Sheet; Necessary Certification, as
Caltrans Eddie required by Chapter 14 of the Caltrans Right of Way Manual and
Certification Quintero Chapter 13, section 13.10 of the Local Assistance Procedures
Manual
Eddie Temporary Construction Easement (TCE) management; Coordinate
Construction Quintero with local landowners and agencies to provide detailed project
Support & Mike information and answer questions; utility coordination; contractor
Mays compliance
Notice to Caltrans of Intent to Declare Property as Surplus; Board
Surplus
Darcy
Materials to Declare Property Surplus; Appraisal; Title Report;
Land
Mendoza
Notices to local agencies and priority purchasers; Marketing
Disposal
materials; Auction materials to the public; Status updates of the
disposition; Advertising; Sales Package; Executed Agreements
Closeout
Eddie
File Close Out Checklist; Flash Drive Containing Important File
Quintero
Documents; Hard Copies
Epic Land Solutions, Inc. I Creating Land Solutions for the Public Good
Page 13 or 20
Epic Land Solutions, Inc.
Proposal for City of Santa Ana — On -Call Right of Way Coordinator
Project Management
Project Manager, Eddie Quintero, will deliver the City's task assignments by managing right of
way valuations and the acquisition process from start -to -finish. Eddie's tasks will include
preparation and maintenance of a detailed project schedule, maintenance and quality control of
acquisition files, periodic progress reporting, and facilitation of regular internal meetings and client
status meetings. In summary, EPIC's project management services control quality, budget, and
delivery schedule. EPIC believes in providing the client with on -call availability and dedication
throughout the life of the project.
Our team will deploy the following procedural innovations and technological efficiencies to deliver
outstanding services to the City:
A*
X Subconsultant
X Management
We create contractual
agreements and Task Orders
with third -party vendors and
subconsultants that highlight the
exact expectation of the
assignment. Throughout the
project, we continue to stay in
close contact with the subs to
ensure they are on -schedule
and have the correct project
information for their deliverables.
Schedule Controls
Communication is key to staying 0n-
schedule. Project Manager, Eddie, will
lead regular, consistent internal meetings
with the right of way agent team, and
project meetings with the City, to discuss
project status and schedule concerns.
The PM will consistently monitor project
schedules with tools like real-time
diaries, Status Reports, and consistent
check -ins with agents and the City
project manager.
Quality Control Plan
Our QA/QC Plan integrates a three -tiered
approach to quality management that
involves all levels of staff relying on tested
procedures and proven tools--inculduing
file structures, QA/QC checklists, and
manager spot-checks and audit
procedures --to ensure quality control at
every phase of the right of way
acquisitionand relocation process.
O
"Guess -Free" Cost Containment
EPIC uses BST Global software for time -and -materials
budget tracking. We currently uses the system to invoice
250 active projects per month.. All EPIC staff are required
to maintain weekly timesheets to track all time dedicated
Cato project, which provides both budget and schedule
control to stay on track with project goals. At any point,
management can view the time being spent on any
Nuaw project. Weekly review of budgets makes the task
seamless and allows our teams to stay in front of any
budget issues. We take pride in "pricing it right the first
time," creating a Not -To -Exceed project budget that
mitigates the need for change orders.
Document Management
The foundation of effective project management in real
1 estate is document management. EPIC maintains and
backs up all project files in Microsoft SharePoint and has
developed project sites and workflows in the tool to
accommodate and collaboarate on the acquisition and
relocation processes. The tool also provides document
control in a secure, redundant cloud environment that
participants —including City staff —can access any -time,
from anywhere.
Epic Land Solutions, Inc. I Creating Land Solutions for the Public Good
Page 14 of 20
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EXHIBIT C
Land Solutions, Inc.
Epic Land Solutions, Inc. • 1971 W 190th Street Suite 200 - Torrance, CA 90504. epicland.com
EPIC
Land Solutions. Inc.
May 29, 2023
Epic land Solutions, Inc.
Headquarters
1971 W 190'a Street, Suite 200
Torrance, CA 90504
(310)626-4848
epicland.com
Fee Proposal
City of Santa Ana On -Call Contract for Right of Way Coordinator Services
Title/Job Classifications
2023 Hourly Billing Rate
Advisory Manager
$203.00
Senior Project Manager
$162.00
Project Manager
$108.00
Senior Right of Way Agent
$113.00
Right of Way Agent
$90.00
Administrative Support
$77.00
GIS Analyst
$122.00
Utility Coordination Lead
$153.00
Utility Coordinator
$95.00
Budget & Financial Controls
$140.00
Other Direct Costs
Rate
Mileage
At IRS Allowable
Postage/Overnight Delivery
At Cost
Online Data Services
At Cost
Outside Services (Vendors & Subconsultants
At Cost
Note about rates: Staff billing rates provided do not include the Federal Acquisition Regulations (FAR)
approved overhead rate for Epic Land Solutions, Inc. and are not suitable for state and federally funded
projects. EPIC will increase these hourly rates 5% annually at the beginning of each calendar year or in
accordance with the contract terms. If the NTP is received after 120 days from this proposal, fees and
billing rates may require revision
Epic Land Solutions, Inc. I Creating Land Solutions for the Public Good
Page 1 or 1
Thank you for reviewing our proposal!
Please contact us at:
Eddie Quintero
Right of Way Coordinator/Project Manager
(310) 626-4843
proposalteam@epicland.com
D
From:
City of Santa Ana
To:
Frankston, Emerson; Gilbert, Havlev
Subject:
Internal Notice of Compliance
Date:
Tuesday, September 26, 2023 8:39:23 AM
0
NOTICE OF COMPLIANCE
(I I l S'] AFF: PI21N'1 114IS PAGE AND LNCLI DE N'ITII AGREE APIN 110IIIE CLERK OF TIIF ('OF',NCII
Contractor Epic Land Solutions, Inc.
Name:
Project TBD (056)
Number:
Project Consultant Agreement Between Epic Land Solutions, Inc.
Name: And The City Of Santa Ana For On -Call Right -Of -Way
Services
The Certificate of Insurance (COI) submitted indicates that the coverages are in
compliance with the insurance requirements. No further action is required at this
time.
The compliant coverage(s) are:
TYPE OF INSURANCE POLICY
NUMBER
AUTOMOBILE LIABILITY
14" 11INI1t7.1toa/:131ftIll
EXPIRATION COI DATE FILE
DATE NAME
MAF30041675200 07/25/2024
MGF30041677800 07/25/2024
PROFESSIONAL LIABILITY MKLVIPE0002881 07/25/2024
WORKERS COMPENSATION JWCS108610 07/25/2024
AND EMPLOYERS' LIABILITY
Thank you,
City of Santa Ana
Epic Land
09/20/2023
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Epic Land
09/20/2023
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Epic Land
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