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HomeMy WebLinkAbout07. 19-569 NOVEMBER 12, 2019 19-569 RESOLUTION (CARRIED 7-0 LOST LAID OVER WITHDRAWN ) PURPOSE: APPROVE PROFESSIONAL SERVICES AGREEMENT FOR WEST 9TH AVENUE RIGHT-OF-WAY ACQUISITION SERVICES / THE HIGHLAND GROUP ($108,090.00) INITIATED BY: DEPARTMENT OF PUBLIC WORKS BE IT RESOLVED by the Common Council of the City of Oshkosh that the proper City officials are hereby authorized to enter into and take those steps necessary to implement an appropriate professional services agreement with Highland Group for providing project management and right-of-way acquisition services for the West 91n Avenue project in the amount of one hundred eight thousand and ninety dollars ($108,090.00). Money for this purpose is hereby appropriated from: Acct. No. 03210410-6801-04908 Paving City of W Oshkosh MEMORANDUM TO: Honorable Mayor and Members of the Corn n Council FROM. James Rabe, Director of Public Works DATE: November 7, 2019 RE. Approve Agreement for Professional Services for West 9th Avenue Right-of-Way Acquisition Services/The Highland Group (Highland) ($108,090) BACKGROUND The City of Oshkosh and the Town of Algoma entered into a Cooperative Plan to define the long- term boundaries and expansion of the City of Oshkosh. The final version of that Plan is dated January 16, 2004. The Cooperative Plan identifies certain areas of the Town of Algoma that are to remain within the Town of Algoma, and identifies a timeline for the remainder of the Town of Algoma to attach to the City of Oshkosh. West 9th Avenue has long been a heavily-utilized street, providing access to Interstate Highway 41 (I-41). Many rural residents wishing to get onto I-41 to travel north or south utilize West 9th Avenue. West 9th Avenue,from South Oakwood Road to Linden Oaks Drive,now entirely within the City of Oshkosh, is currently a rural section, twenty-foot (20') wide street pavement within right-of-way of varying widths. The City of Oshkosh (City) plans to reconstruct this portion of West 9th Avenue in 2021, and needs to complete right-of-way acquisition prior to reconstruction. West 9th Avenue, between Graceland Drive and Greenfield Trail, varies in width, as well. The acquisition in this area will create a uniform right-of-way width. Due to the size and complexity of the project, the City has determined it is most practical to complete the work by engaging the services of a full-service consultant to handle all aspects of the acquisition process The use of a single, full-service consultant to handle this project will help ensure consistent communication with all parties involved, and promote the timely completion by providing a project management resource to the City to aid in project tracking, public involvement, and project coordination. I\Engmeenng\2019 CONTRACTS\19-08 W 9th ROW Page 1 of 2 Acq\Protect Information\Correspondence\Memo\19 08 Memo-ROW Acq Sery Agrcemcnt_11-7- 19.docx ANALYSIS The Department of Public Works requested proposals from five (5) consulting firms to provide these services The Department received proposals from three (3) firms. Staff has reviewed the proposals and costs, and have chosen Highland to perform this work. Highland was chosen due to their successful experience performing similar work within the State of Wisconsin. Highland also submitted the lowest total overall cost proposal received by the Department FISCAL IMPACT The cost of these services is estimated not-to exceed$108,090. Funds for this work were budgeted in the 2019 Capital Improvement Program. RECOMMENDATIONS Chapter 12 of the Municipal Code of the City of Oshkosh provides that professional services of a specialized nature, including engineering services, may be procured without the use of formal, sealed quotes I have reviewed the proposal and in accordance with Section 12-16 of the Code, I am hereby recommending the Common Council approve this agreement. Approved, Mark A. Rohloff City Manager JER/tlt \Engineering\2019 CONTRACTS\19-08 W 9th ROW Page 2 of 2 Acq\protect_lnformahon\Correspondence\Memo\19-08 Memo-ROW Acq Sery Agreement_11-7- 19.docx RECEIVED OCT -7 Z019 DEPT OF PUBLIC WORKS OSHKOSH, WISCONSIN CITY OF OSHKOSH REAL ESTATE ACQUISITION PROFESSIONAL SERVICES WEST 9TH AVENUE SOUTH OAKWOOD ROAD — LINDEN OAKS DRIVE Proposal Date: October 4, 2019 CITY OF OSHKOSH REAL ESTATE ACQUISITION PROFESSIONAL SERVICES WEST 9TH AVENUE SOUTH OAKWOOD ROAD — LINDEN OAKS DRIVE Section Page TABLE OF CONTENTS 1 LETTER OF TRANSMITTAL 2 II. STATEMENT OF QUALIFICATIONS 3 1. Credentials & Experience 3 2. Recently completed work 10 3. Project Approach 11 4. Timeline 14 5. Cost Proposal 15 1 I. LETTER OF TRANSMITTAL Thank you for considering The Highland Group (Consultant) to provide appraisal and acquisition services for the referenced project. Our scope of services will be as follows: • Provide a Real Estate Project Manager • Sales Study preparation • Attendance at project related meetings • Appraisal preparation, if required • All documentation preparation • READS data entry and maintenance • Preparation of all individual parcel • Objective Review of all appraisals files • Acquisition of all parcels • Conduct Title Searches • Right-of-way Certification • Conduct Survey and Research Work • Recording of all documents as a pass • Right-of-Way Plat preparation through cost • Legal Description preparation • Right-of-way monumentation • Appraisal Staking • Monthly Progress Report • Preparation of the Nominal Payment Parcel Report (NPPR) for the project Compensation for all services indicated above is specified on page 15 of this proposal. It is understood and agreed that this fee will be adjusted if the scope of services changes. The not to exceed fee is the full compensation to The Highland Group for services provided. It includes The Highland Group's payroll costs,taxes,insurance,overhead,vacation,holiday,subsistence pay,profit and all other indirect charges such as copies, mileage, telephone calls, maps, plats, zoning regulations, project related office supplies and attendance at the Preliminary Project Conference meeting. Additional meetings in person will be billed at the rate of $100.00 per man-hour. This proposal addresses the primary objectives set forth by the City of Oshkosh (City) as well as provides the manner in which Highland's assigned project personnel will accomplish each objective. In addition,this proposal contains information pertaining to Highland's overall qualifications,staff experience and resumes and a time-line depicting the project's critical dates. The Highland Group represents that they are qualified and able to perform the services required. Because of Highland's staff of experienced professionals,the City's involvement can be as much or as little as desired. Each project team member understands the City's technical and procedural requirements to assure that the work each individual produces will be exemplary. Highland will conduct staff meetings to assure that our personnel have a thorough understanding of the standards governing the project. The Highland Group has an experienced project team that is backed by a fully trained support staff. We are well aware of the time frame allotted for the completion of this project. We are committed to successfully complete this project for the City on time and within budget. We are available to begin this project immediately. 2 II. STATEMENT OF QUALIFICATIONS 1. Credentials & Experience Acquisition Services Appraisal Services Engineering Services THE HIGHLAND GROUP STREETLAND LLC GREMMER & ASSOCIATES 110 N. Third Street 623 Broken Arrow Road 93 S. Pioneer Rd., Suite 300 Watertown, WI 53094 Wausau, WI 54401 Fond du Lac, WI 54935 920/262-2150 715/573-1986 920/924-5720 FAX 920/262-2152 dlebrun@streetlandllc.com FAX 920/924-5725 steve@highlandgrp.orci j.panetti@gremmerassociates.com Project management and all negotiation activities will be conducted out of the Watertown office with Stephen D. Simpson as our contact person. All appraisal activities will be conducted out of the Wausau office and all engineering services will be conducted out of the Fond du Lac office. The Highland Group is an S corporation, based in Watertown,Wisconsin. Highland is a full service consultant company to the transportation,telecommunications and utility industries. Highland includes but is not limited to the following services: • Fee, Easement and Lease Acquisition • Appraisal Preparation and Appraisal Review • Relocation Assistance • Property Management • Land Surveying • Plat Preparation • Title Work • Legal Description Preparation • Appraisal Staking Stephen D. Simpson,the owner of The Highland Group, started working in the right of way industry in 1981. While working for a major oil and gas corporation he oversaw the acquisition of easements for salt water disposal, natural gas and crude oil pipelines and various other easements associated with the oil and gas industry. In 1992 he assumed the position of Regional Manager for the Wisconsin office of Linderlake Corporation Field Services Group, a right of way acquisition firm based in Alsip, Illinois. After three years presence in Watertown, the principals of Linderlake discontinued their operations in Wisconsin. At this point,Mr.Simpson formed a new land acquisition service company,The Highland Group,to complete the unfinished contracts. Since its inception,The Highland Group has successfully acquired in excess of 5,100 parcels for Federal, State and locally funded projects under Wis. Stats. Ch. 32. The Highland Group is certified as a Disadvantage Business Enterprise (DBE) and is eligible to participate on Federal and locally financed projects sponsored by Milwaukee County and Federal projects with the Wisconsin Unified Certification Program which includes Milwaukee County,Wisconsin Department of Transportation,Dane County and the City of Madison. 3 The Highland Group's staff consists of Steve Simpson, Negotiator/Project Manager, Sarah Lamp, Negotiator/Relocation Specialist and Ms. Renee Held, the company's Document Specialist. The Highland Group's team also includes Darrin LeBrun of Streetland LLC to prepare the appraisals required for assignments. Steve and Sarah are on the Statewide List of approved LPA Fee Negotiation and/or Relocation Consultants. Darrin is also on the Statewide List of approved LPA Fee Appraisal Consultants. The Highland Group has teamed up with Gremmer & Associates as well to provide all required engineering services for this project. Gremmer & Associates has been in business for over 40 years, providing full service survey,design,and construction inspection services statewide out of their Fond du Lac and Stevens Point offices. They have developed a strong reputation and excellent working relationship with many local communities statewide based on a combination of strong technical expertise and excellent service. Furthermore,they have designed several successful municipal projects for the City of Oshkosh as well as numerous private developments in the City of Oshkosh. Their ability to effectively communicate with the local residents, stakeholders, City staff and elected officials is what sets them apart from other engineering firms. They continually receive positive feedback from Clients, City/Village/County staff, and the public concerning our ability to effectively communicate the project concepts and design. Their current staff of 30 includes 15 engineers, 2 Professional Land Surveyors, and 10 engineering specialists/technicians. The Highland Group is comprised of a seasoned team of real estate specialists and support staff that are committed to providing timely and quality service to our clients. Our team includes senior level staff with expertise in real estate acquisition for highway improvement projects. The project personnel have the necessary technical and specialized skills,as well as the competence and experience to complete projects within established parameters of time and budget. Proiect Manager/Negotiator — Mr. Stephen Simpson serves as the project liaison between the agency and Highland in the role of Project Manager. He is available for acquiring the parcels needed for the project if desired. Steve has 36 years of experience in the Right-of-Way Industry. Since the Watertown office was established in 1992,Steve has functioned as Project Manager on title,appraisal/appraisal review,relocation assistance and acquisition projects for the Wisconsin Department of Transportation Northeast Region,Southeast Region and Southwest Region,as well as numerous county and municipal transportation departments. Steve has experience in negotiating agreements at city, county, state and federal levels since 1981. In addition to his governmental agency work,he has performed acquisitions on a wide variety of projects for private industry, including telecommunications and major oil and gas exploration companies. Negotiator/Relocation Specialist — Ms. Sarah Lamp, has ten years experience as a relocation/negotiation specialist. Sarah has negotiated the acquisition and provided relocation services for the Wisconsin Department of Transportation Northeast Region,Waukesha County Transportation Department,Village of Mount Pleasant for the Foxconn related projects and the City of Oshkosh. She has also negotiated parcels for the Wisconsin Department of Transportation, Southeast Region, the City of Kenosha, Kenosha County, Racine County, Rock County, Washington County, the Village of Pleasant Prairie, and Fond du Lac County. She has acquired approximately 560 parcels for local and county municipal transportation departments. Sarah has successfully relocated many displaced person(s) and businesses. Some of the displacees include the relocation of twelve (1 2) residential families and eleven (11) businesses on Janesville Road in the City of Muskego for the reconstruction of CTH "L" in Waukesha County and the relocation of ten (10) residential families for the Foxconn related projects in the Village of Mount Pleasant. Sarah has experience with the preparation of Conceptual Stage and Acquisition Stage Relocation Plan(s) including submittal of amendments for multiple phases of a project and early acquisition of relocation parcels. She developed the Conceptual Stage Relocation for 14 residential parcels and 8 business parcels for STH 32 in Racine County. She also 4 developed the Acquisition Stage Relocation Plan for the WisDOT Northeast Region STH 15 Hortonville Bypass consisting of 18 residential relocations and 3 business relocations and successfully relocated eight(8)residential families and two (2) move only relocations for that project. Sarah currently assists the Statewide Relocation Facilitator at WisDOT-BTS in the review of business relocation claims and computations. She assisted with the full revision of Chapter 5 of the Real Estate Program Manual to accommodate ACT 243 2018 and associated documents utilized by relocation specialists statewide assuring compliance with both State and Federal statutes. She is also assisting with updating relocation procedures for both state and LPA projects. Documents Specialist— Since 1992, Ms. Renee Held has prepared appraisal reports, acquisition documents, tracking reports,updating computer files and the like. Renee has the responsibility for the preparation of the acquisition documents for the field staff and is experienced in the preparation of documents for local public agencies, Wisconsin Department of Transportation and private industry. Ms. Held is responsible for the maintenance of the project files. Renee is responsible for assuring that title reports are current and accurate and she is instrumental in securing the Partial Release of Mortgages needed to obtain clear title. Renee is an integral member of the project team. Project Appraiser — Mr. Darrin LeBrun, is a Certified General Appraiser with 22 years of experience in appraising real estate under Chapter 32.In the past two years,Darrin has completed over 200 appraisals on right-of-way acquisition projects for local public agencies.Mr.LeBrun holds appraisal certifications in Wisconsin, Michigan and Minnesota and is pre-qualified with both Michigan DOT and Minnesota DOT for Level 2 (Advanced)appraisals. He has passed all of the course work required for the MAI designation and will soon be completing the Appraisal Institutes comprehensive general exam. Mr. LeBrun has taken additional college course work in mathematics and computer programming,applying his knowledge of programming and statistics for his analysis of real estate markets. Darrin has experience serving as expert witness in trials and condemnation commission hearings. Project Surveyor—Mr. Jay Panetti is a Professional Land Surveyor with 21 years of experience in surveying and preparing right-of-way plats for transportation and municipal projects. He is the Survey Coordinator for Gremmer's Fond du Lac office,and is responsible for setting horizontal and vertical control,determining existing righ-of-way,preparing right-of-way plats and Transportation Project Plats(TPP's),and construction staking for all transportation projects out of the Fond du Lac office. Jay utilizes Trimble Total Station, robotic, and GPS survey equipment to complete his various survey and plat tasks. Jay is proficient with Civil 3D, WISCORS, SDMS, and utilizes GST and TSC software for post-processing field data. Jay has been the lead surveyor and right-of-way plat preparer for more than 60 transportation projects over the past 10 years,including both rural and urban highways across a wide variety of project improvement types (majors,realignment,reconstruct,resurface,&structures). Jay's recent right-of-way plat experience includes a 23 parcel TPP along STH 23 in Fond du Lac County, a 25 parcel TPP along USH 61 in Grant County, a 6 parcel TPP along STH 32/57 in Brown County, a 31 parcel TPP along STH 67 in Sheboygan/Manitowoc Counties, and an approximate 100-parcel TPP along STH 28/67 in Dodge County. Jay also has extensive experience in performing property and boundary surveys, which is highlighted by the over 50 boundary surveys he's completed for private clients over the past few years.This includes serving as the lead surveyor on dozens of certified survey maps, subdivision and condominium plats,ALTA/ACSM Land Title Surveys, and plats of survey. Jay will be responsible for the existing right-of-way survey/determination,preparation of the Transportation Project Plat, appraisal staking, and final monumentation for the project. 5 STEPHEN D. SIMPSON EXPERIENCE Project Manager/Negotiator Project Manager Overall supervision of various projects in compliance EDUCATION with the Wisconsin Real Estate Program Manual for the Wisconsin Department of Transportation; Northeast • Bachelor of Business Administration—University of Region,Southeast Region and Southwest Region. Duties Oklahoma on these projects included acquisition, title research, • Effective Speaking, Human Relations and Acquisition Stage Relocation Plan and implementation Relocation Courses and the supervision and review of appraisal and • WisDOT Eminent Doman Appraisal Seminar acquisition document preparation. Responsibilities o Pre-Trial preparation for Relocation Agents, included quality assurance, staff training and Negotiators and Appraisers administration, scheduling and budgets, as well as • IRWA Course 501 —Residential Relocation functioning as liaison to the general public and the Assistance Department. Addressed and resolved contractual o IRWA Course 502—Business Relocation matters and developed budgets for new projects. o IRWA Course 505—Advanced Residential Relocation Responsible for overseeing the acquisition of copper • IRWA Course 205—Bargaining Negotiations and fiber telecommunications rights-of-way for various o IRWA Course 401 —Appraisal of Partial projects for TDS Telecom —Midwest Region (Madison, Acquisitions WI). The projects involved title research and acquisition of parcels as well as coordination with local officials PROFESSIONAL LICENSES and client company engineering and administration. Wisconsin Licensed Appraiser#932-004 Relocation Specialist Wisconsin Notary Public Prepared the Acquisition Stage Relocation Plan for four residential units on Good Hope Road in Menomonee PROFESSIONAL MEMBERSHIPS Falls, one business in Pleasant Prairie, two residential units on Rawson Avenue in the City of Franklin and one International Right of Way Association—Badger Ch. residential unit on CTH "ES" in Mukwonago. Served as 17 relocation agent for the relocation of three families in Juneau,Wisconsin,four families in Menomonee Falls and assisted in the relocation of four additional families in Menomonee Falls. Real Estate Specialist Duties included developing and maintaining land acquisition programs for various clients. Responsible for functioning as liaison between various governmental agencies and private industry and the general public. Coordination with outside legal counsel, as well as subcontracting entities such as surveyors and brokers when required. Total financial accountability for the projects, including subcontractor procurement, project time and materials was also required. Real Estate Review Appraiser Reviewed appraisals prepared for the Wisconsin Department of Transportation, Winnebago County Highway Commission, Walworth County Highway Department, Kenosha County Department of Public Works,Waukesha County Transportation Department, Dodge County,the City of West Allis,the City of New 6 Berlin, the City of South Milwaukee, the City of Oak Creek and the Village of Menomonee Falls. SARAH J. LAMP Real Estate Specialist EXPERIENCE EDUCATION Real Estate Specialist Negotiated the acquisition of parcels for the Wisconsin ▪ University of Wisconsin—Milwaukee, B.F.A. in Department of Transportation, Northeast Region and Painting and Drawing and Art Education Southeast Region, Waukesha County Transportation • IRWA Course 501 —Residential Relocation Department, the City of Kenosha, Kenosha County, • IRWA Course 502—Business Relocation Racine County, Rock County, Fond du Lac County, • IRWA Course 504—Computing Replacement Washington County and City of Waupun. Housing Payments • IRWA Course 506—Advanced Business Relocation Relocation Specialist ▪ IRWA Course 100—Principles of Land Acquisition Assisted in the development of Conceptual Stage • NHI Course 141050—Fed Aid R/W Requirements Relocation Plan for the Wisconsin Department of for LPAs Transportation Southwest Region for STH 32,developed the Acquisition Stage Relocation Plan for the Northeast PROFESSIONAL MEMBERSHIPS Region for USH 14.Assisted in the relocation of twelve (12) residential families and eleven (11) commercial International Right of Way Association— Badger Ch. businesses on Janesville Road in the City of Muskego for 17 the reconstruction of CTH "L" in Waukesha County. PROFESSIONAL LICENSES Developed the Acquisition Stage Relocation Plan for the Wisconsin Department of Transportation Northeast Region STH 15 Bypass and successfully relocated eight Wisconsin Notary Public (8) residential families and two (2) move only relocations. Recently relocated four (4) residential relocations for the Waukesha West Bypass and nine(9) residential relocations for the Foxconn related projects for the Village of Mt. Pleasant. Currently assisting the Bureau of Technical Services, Statewide Relocation Facilitator with review of business relocation claims and updating relocation procedures, including the Real Estate Program Manual and updates to the relocation portion of the Local Public Agency Manual. Properly Management Oversight of demolition contracts for eight(8)raze and removals for the Wisconsin Department of Transportation Northeast Region STH 15 bypass. Currently assisting the Property Manager for the Northeast Region office selling surplus land for the past two and a half years. 7 , RENEE B. HELD Documents Specialist EDUCATION EXPERIENCE • Graduate—Hartford Union High School, Hartford, Documents Specialist Wisconsin Responsible for the final preparation of Before and o Word Perfect 6.1 for Windows—Moraine Park After appraisals in MS Word format for the Wisconsin Technical College Department of Transportation highway acquisition and o Microsoft Word—Moraine Park Technical College wetland mitigation projects. Duties included proofreading appraisal reports for grammar and spelling and data conversion of appraiser's reports into a D O.T. — supplied computer format. In addition, is responsible for the preparation of acquisition documents for all projects. Preparation of easement acquisition documents for several system expansion projects for TDS Telecom and its associated local operating companies in Central Wisconsin. Duties included preparation of acquisition documents and establishing a file management system for the accurate tracking of project property documents, both for public recording and archiving purposes. In addition, as a Notary Public, witnessed and notarized document execution in the course of easement acquisition. Documents Clerk Prepared final title reports from Title Specialist field reports for the State Highway 67 expansion project for the Wisconsin Department of Transportation, District Three. Prepared Right-of-Way acquisition documents for system capacity expansion projects (fiber optic) for Illinois Bell Telephone on the Wisconsin/Illinois border. Administrative Assistant Duties varied and included purchasing, typist, receptionist,document preparation and general clerical support of regional operations office in Watertown, Wisconsin. Secretary Performed office management and general and project related clerical duties for a metal building contractor. General office and real estate related clerical duties for two Wisconsin Real Estate Brokerage firms. 8 DARRIN J. LEBRUN Appraiser/Negotiator EXPERIENCE EDUCATION Project Manager • Bachelor of Science Geography, Land Use Darrin LeBrun is the owner Streetland LLC. Prior emphasis and English minor,University of Streetland, Darrin formed the real estate services Wisconsin—Eau Claire, 1989 section in 2000, where he was project manager and • North Central Technical College—IT Software lead appraiser until March of 2017. Projects include Developer Associates(In Progress) appraisal and full-service real estate acquisition for local public agencies(LPA)the Wisconsin Department of Appraisal Institute Transportation (WisDOT) Bureau of Aeronautics(BOA) • Advanced Market Analysis—Highest& Best Use and WisDOT Bureau of Highway Real Estate (BHRE). ▪ Advanced Income Capitalization Lead appraisal consultant and project manager for STH • Advanced Sales Comparison& Cost Approaches 93,Cedar Road to 1-94;CTH R,Oriole Lane to Sherman • Uniform Appraisal Standards for Federal Land Street, Marathon County; USH 10, Marshfield to Acquisitions Stevens Point; USH 12, IH-90/94 to STH 33; USH 41, Oconto to Peshtigo; USH 41 Oconto and Peshtigo International Right-of-Way Association Bypasses,STH 96 Reconstruction,Village of Little Chute; • Business Relocation Assistance STH 26,N.County Line to Rosendale(STH 23);and USH • Advanced Residential Relocation Assistance 53,Livingston Street to West George Street,City of La • Easement Valuation Crosse. • Valuation of Contaminated Properties Appraiser PROFESSIONAL LICENSES Specializes in right-of-way acquisition appraisals to include complex acquisitions from commercial,industrial, Wisconsin Certified General Appraiser No. 1041 agricultural, and residential properties. In its first year Wisconsin Assessor 2—No. WI17648CA of operation, Streetland LLC has completed work on Minnesota CGA No 40613336 over 200 appraisals to include work on 69 parcels with Michigan CGA No. 1201008287 24 relocations for the N. Webster Avenue project in Wisconsin Notary Public Green Bay. Darrin has been an expert witness providing testimony for work in condemnation AGENCY QUALIFICATION proceedings. He has completed appraisals on tribal lands for Bureau of Indian Affairs,Office of the Special Wisconsin Department of Transportation Trustee (OST). This includes work on the following • Local Public Agency (LPA) Approved Appraisers reservations: Red Cliff, Bad River, Lac Courte Oreilles, o LPA Approved Negotiators Lac Du Flambeau,Keweenaw Bay,and Ho-Chunk lands. Has also appraised railroad corridors, contaminated Minnesota Department of Transportation properties, dairy farms and landlocked parcels. • Level 2 Advanced Appraiser Negotiator Michigan Department of Transportation Is knowledgeable in all aspects of the real estate • Level 2 Advanced Appraiser acquisition process and has served as both a relocation agent and negotiator on smaller projects. Negotiator PROFESSIONAL MEMBERSHIPS for four partial acquisitions from commercial properties for CTH HH,Holmgren Way to Ashland Avenue,Village of Ashwaubenon. Negotiated 21 partial acquisitions International Right of Way Association—Ch. 17 from residential properties for USH 53,Livingston Street Appraisal Institute—Candidate for Designation to West George Street, City of La Crosse; and approximately 20 partial acquisitions along CTH P(Old USH 10)in Milladore and Auburndale in Wood County. 9 2. Similar work recently completed by the proposed Consultant team members. Since the inception of The Highland Group in 1995, we have appraised and acquired in excess of 5,100 parcels for WisDOT and Local Public Agencies under Wis. Stat. Chapter 32. These parcels were acquired in accordance with WisDOT's Real Estate Program Manual and the LPA Manual. The following is a partial list of projects completed by The Highland Group Local Public Agencies— City of Waupun • Project I D.#6090-26-23,STH 49,Main Street(93 parcels, 1 relocation) City of Brookfield • Project I.D.#2721-09-20,Burleigh/Lilly Road (21 parcels) • Project I D #3240-08-20,Sheridan Road (24 parcels) Fond du Lac County • Project I.D.#4831-04-21,CTH VV,Fond du Lac(29 parcels) City of Kenosha • Project I.D.#3230-07-00,75th Street(67 parcels) • Project I.D.#3240-08-20,Sheridan Road (24 parcels) Kenosha County Department of Public Works • Project I.D.#201 1-01 16.13,CTH"G"(22 parcels) • Prolect I D.#201 1-01 16,CTH"G"(25 parcels) • Project I.D.#3728-01-20,22nd Avenue/CTH "Y (12 parcels) • Project I.D.#3766-01-22,CTH"E"(1 10 parcels) Village of Mt. Pleasant • Project I D #MP081717,RC092617,Foxconn(9 acquisition/relocation parcels) • Project I.D.#TMP-008,Stuart Road,(49 parcels) • Project I.D.#TMP-003,Pike River Restoration Project,Phase III (14 parcels) • Project I.D.#TMP-002,Pike River Restoration Prolect,Phase II(10 parcels) • Project I D #TMP-001,Pike River Restoration Project,Phase I (12 parcels) City of New Berlin • Project I.D.#K-362&W-1 36,Moorland Blvd.,(17 parcels) • Prolect I.D.#2722-06-70,W.National Ave,(15 parcels) • Project I.D.#2783-0-02,S Calhoun Rd.,(39 parcels) Village of Pleasant Prairie • Project I.D.#3729-00-04,39th Avenue(18 parcels) Racine County • Prolect I.D.#3755-02-70,CTH"D",(45 parcels) • Project I.D.#2704-02-73,CTH"C"/Airline Rd.,(13 parcels) • Project I.D.#2400-04-70,CTH"Y"/Meachem Rd.,(43 parcels) Rock County • Project I.D.#41-0716 00,CTH"A"(57 parcels) • Project I.D.#150533,CTH"MM"(16 parcels) • Project I.D.#5989-02-85 & 3662-00-01,CTH"S"(63 parcels) 10 Washington County Highway Commission • CTH"N" Reconstruction Project(21 parcels) • CTH "Y" Reconstruction Project(27 parcels) • CTH"X","H"/"XX" Reconstruction Protect(54 parcels) • CTH"Q" Reconstruction Project(59 parcels) • CTH"A" Reconstruction Protect(104 parcels) Waukesha County Transportation Department • Project I.D.#2788-00-22,Waukesha West Bypass Phase II(49 parcels) • Project I.D.#2788-00-22,Waukesha West Bypass relocations(5 parcels) • Protect I.D.#2788-00-22,Waukesha West Bypass Phase I(32 parcels) • Project I.D #2753-06-71,CTH"VV",Menomonee Falls(40 parcels) • Project I.D.#2753-06-70,CTH"VV",Menomonee Falls(55 parcels, 1 relocation) • Project I.D.#06-2380(13)(A),CTH"L",Muskego(28 parcels,23 relocations) • Protect I.D.#04-2779(13),CTH"Y",New Berlin(36 parcels) Wisconsin Department of Transportation— Northeast Region • Project I.D.#1114-10-21,STH 26,Rosendale(51 parcels) • Project I.D #1146-75-21,STH 15,Hortonville Bypass(10 early acquisition relocation parcels) • Project I.D.#9532-03-21 &9532-03-22,STH 160,Pulaski (72 parcels) • Protect I D.#4075-20-21,STH 146,Little Chute(135 parcels) • Project I.D.#4075-21-21,STH 96,Kaukauna (99 parcels) • Project I.D.#9180-18-21,STH 22,Oconto Falls(93 parcels) Southwest Region • Project I.D.#6707-00-24,STH 146,Columbia County(27 parcels) • Project I.D #1066-02-21,194,Dane County(32 parcels) Southeast Region • Project I D.#4010-05-21,STH 144,Washington County(115 parcels) 3. Description of project approach and commitment to this project in order to ensure its successful and timely completion. Immediately upon the project being awarded,our appraiser,Darrin LeBrun,will begin gathering data for the sales study. As the real estate acquisition is locally funded, approvals of the sales study, Nominal Payment Parcel Report and any appraisals will be made by staff of the City. Highland can provide an Appraisal Reviewer for an additional cost if the City will not be approving appraisal reports. The appraisal reports will be prepared to State of Wisconsin Real Estate LPA Manual specifications. Any needed corrections will be made by our appraiser and the final reports will be approved by the City. Due to the timeline of the project, Highland presumes that the establishment of landowner compensation shall be an ongoing process performed on a timely basis by the City taking a maximum of one(1) week to review and approve the Sales Study,Nominal Payment Parcel Report,and any nominal parcels that need to be appraised. All appraisals will be performed to ensure that: ✓ Proper formats are utilized per the City contract ✓ Appraisals are complete to Manual standards 11 ✓ Mathematical calculations are correct ✓ Fair market values are established for the takings The actual format and level of documentation of an individual appraisal depends on the complexity of the appraisal itself, however, in each instance, it will be consistent with the format stated in the Manual and comply with the Uniform Standards of Professional Appraisal Practice. The appraiser will be available to meet with the City,or its attorneys to provide expert witness testimony, as required, in the event that court appearances are necessary to determine the compensation for any particular parcel. Acquisition Procedures The negotiator's prime concern will be to acquire the necessary rights-of-way in a professional, competent manner while adhering to the guidelines established by the City and the Manual and to provide these services in accordance with project deadlines. We also realize that our negotiators will be viewed as direct extensions of the City when in contact with the affected landowners and the general public. In this respect, professionalism and honesty in these phases of public relations will be stressed and enforced by Highland. We propose not to appraise any of the parcels up front but to include all parcels on the project in the Nominal Payment Parcel Report. After the Nominal Payment Parcel Report has been approved,a nominal offer will be mailed to the nominal owners.A meeting will be set up with the nominal owners 4 to 5 days after the mailing to discuss the offer and the project's affects on their property. During the first meeting, the negotiator will reiterate the purpose and extent of the project and ensure that the landowner has received a copy of "The Rights of Landowners Under Wisconsin Eminent Domain Law" brochure describing the land acquisition process and the owner's rights. The negotiator will present each landowner with an offering price letter in the amount that has been established and approved as just compensation for the property. The value of these parcels will be determined using the Sales Study prepared for the project with $250 set as the minimum nominal value used for Temporary Limited Easements. In an effort to expedite negotiations with landowners who do not accept the initial offer,we recommend that the final value of the remaining parcels be increased by 10%to 15 % and rounded up to the nearest$50 increment. We feel that these offers will aid us in acquiring the majority of the parcels as Nominals. This strategy should also adequately protect the City from any owner that accepts the Nominal offer and later decides to appeal. We may encounter an owner that will reject the Nominal offer and request an appraisal and then obtain a second appraisal in the hopes of financial gain that is greater than what the statute calls for,namely just compensation. In the event the owner is unwilling to accept the offer at this time or exercises their right to an appraisal, Darrin LeBrun of Streetland LLC will prepare a complete summary report. Upon receiving an approved offering price report from the City for appraisals,the negotiator will begin to personally meet with the landowners to secure executed conveyance documents. If efforts to reach the landowner in person are not successful,or if the landowner resides out-of-state,the negotiator will contact the owner via certified mail. The initial letter will explain why the contact is being made, what improvements are involved, if any, and what property interest is required. In addition, an offer will be 12 made with an explanation regarding the determination of value. Thorough instructions will be provided so that the landowner understands what actions are required of him/her for proper execution of the required documents. Owners will have 60 days to obtain a second appraisal at the City's expense. The City is not obligated to pay for the appraisal fee if the owner's appraisal is not turned in within 60 days from the date the offer was made. However, the appraisal will be considered in order to determine just compensation. If a second appraisal is received from the landowner,the appraisal will be submitted to the City together with The Highland Group's review and recommendations. The owner's appraisal invoice will be submitted to the City for consideration. Closings will be performed in accordance with the Manual. If a purchase agreement has been signed,the check will be delivered in person by the negotiator, who will provide the conveyance document and closing statement for signature by the landowner. If the conveyance document has been previously signed, the check and closing statement will be mailed to the owner via Certified Mail with instructions to sign and return the original closing statement. To assist the City in assessing the progress of the negotiations,Highland shall submit a written progress report to the City on a monthly basis. It is our understanding from Kerry Paruleski,the Statewide LPA Coordinator that all local public agencies will be required to input data into WisDOT's Real Estate Automated Data System (READS) for projects overseen by the State regardless of where the funding is in the project. The Highland Group's staff is proficient in entering data into READS for acquisitions, relocations,property management and appraisal services and will input all project and parcel information for the Madison Street project into READS per the State's requirements. For purposes of delivery of the final product, Highland will prepare a file for each affected parcel containing its original documents and submit the file to the City's Project Manager. Throughout the negotiation process, we realize the importance of providing meticulous negotiation diaries. Each contact will be thoroughly explained, dated and each diary form signed in accordance with WisDOT's requirements. Prior to submitting the project files to the City, all of the files will be reviewed for accuracy and completeness. Condemnation In the event a negotiated settlement cannot be reached with an owner who has received an appraisal, Highland will consult with the City to determine if the offer should be increased prior to issuing a Jurisdictional Offer. Highland will prepare a Jurisdictional Offer, Lis Pendens and Award of Damages for approval by the City's Project Manager. Highland personnel will be available to assist the City regarding settlement,pre-trial hearings and trial preparation. The appraiser will be prepared to defend his finding of value and to testify at the condemnation proceedings regarding the appraisal determination representing current fair market value. If the statutory 20-day waiting period for the landowner to consider the Jurisdictional Offer expires or the owner rejects the Jurisdictional Offer,the negotiator will proceed to acquire the property interests needed for the project by issuing an Award of Damages. 13 4. Timeline PROJECT MANAGEMENT SCHEDULE/TIMELINE Gremmer & Associates will complete the Transportation Project Plat, legal descriptions, and relocation order within 1 month of the City setting the final proposed right-of-way and TLE's for the project. Completion of each real estate task of the following timeline is contingent on the filing of the relocation order by September 18,2020 and the completion of staking project by the date set forth below. Any delay in these tasks will delay each subsequent step. City awards contract... 10/15/19 Gremmer completes existing r/w survey... 6/1/20 City mails introduction letters by... 7/1/20 City stakes project by... 7/31/20 Sales Study completed by... 8/31/20 Nominal Parcels Nominal Payment Parcel Report Completed by... 9/14/20 City approves NPPR by... 9/18/20 Make all Nominal offers by... 9/30/20 Appraisal Nominal Parcels, if required Appraisals completed on or before... 1 1/18/20 City approves appraisals on or before... 1 1/25/20 Make all appraised offers on or before... 1 1/30/20 *owner's appraisal due 2/2/21 Last day to send Jurisdictional Offer... 2/5/21 *JO's expire 2/25/21 Take occupancy by... 2/26/21 Project acquired on or before... 3/1/21 14 RECEIVED OCT 21 2019 5. Cost Proposal. DEPT OF PUBLIC WORKS OSHKOSH, WISCONSIN Service Provided Method of Estimated Unit Total Payment Number Price Estimated Cost Appraisal Fees Nominal Payment Parcel Report Lump Sum 1 $6,000 $6,000 Standard Abbreviated Per Parcel TBD $1,000 TBD Objective Reviews Per Parcel TBD $100 TBD Sales Study Lump Sum 1 $7,500 $7,500 Acquisition Fees Negotiations Per Parcel 45 $1,100 $49,500 Utility Conveyance of Rights Per Parcel TBD $1,100 TBD Right of Way Certification Lump Sum 1 $1,620 $1,620 Engineering Fees See Workbook Below for Details $37,970 Total $102,590 NOTE: Documents to be recorded will be sent to the Register of Deeds together with a letter from the City informing the ROD to invoice the City directly for the recording fees. GREMMER 8 ASSOCIATES,INC TPP PROPOSAL-ESTIMATED HOURS PER TASK 9TH AVENUE CITY OF OSHKOSH PROJECT TOTAL TASK TASK MANAGER PLS ESII ADMIN HOURS TOTALS ADMIN&COORDINATION CITYJTHG COORDINATION/INTERNAL CONTROLS INVOICING,ETC 6 4 10 10 RAN PLAT RESEARCH 4 4 HORIZONTAL CONTROL 8 8 16 EXISTING RNJ SURVEY 16 16 32 REVIEW TITLE SEARCHES 45 46 PREPARE EXISTING RW BASE MAP 40 40 COORDINATE WITH CITY STAFF RE PROPOSED R.N./AND TLE'S 6 6 PROPOSED RAN PLAT 60 60 PARCEL DESCRIPTIONS 24 24 APPRAISAL STAKING 16 16 32 FINAL MONUMENTATION 16 16 32 291 TOTAL HOURS 6 235 56 4 301 301 RATE/HOUR $135 00 $95 00 $74.00 $95.00 SUBTOTAL IGREMMER LABOR) $810 522,325 54,144 5380 6 27,659.00 REIMBURSIBLES REIMBURSABLES $186.00 MILEAGE(320 MILES Lai,$0.58/MILE1 S186 SUBTOTAL(GREMMER) 5 27,845.00 SUBCONSULTANT(ASSURANCE TITLE)FOR TITLE SEARCHES(45 PARCELS AT 5225/PARCEL) SUBCONSULTANT S 10,125.50 TOTAL $ 37,970.00 15