HomeMy WebLinkAbout08-01-16 CC Mtg - C4. Task Orders to Dowl for ROW Acquisition
Commission Memorandum
REPORT TO: Honorable Mayor and City Commission
FROM: Rick Hixson, City Engineer
SUBJECT: Right of Way Acquisition Professional Services Agreement Task Orders 9 and 10
AGENDA ITEM TYPE: Consent
MEETING DATE: August 1, 2016
RECOMMENDATION: Authorize the City Manager to execute Task Orders 9 and 10 with
Dowl HKM to provide Right-of-Way acquisition services along both Fowler Avenue and the intersection of Baxter Lane and Cottonwood Road as part of the current term contract.
BACKGROUND: In an effort to proactively acquire the right-of-way (R/W) needed to make
road and intersection improvements to the transportation network, public works and engineering
executed a Professional Services Agreement (PSA) with Dowl-HKM to provide acquisition services. The intent of this agreement was to issue task orders for each separate acquisition to be pursued. The attached Task Orders are in conformance with that PSA and represent the next
phase of necessary R/W acquisitions.
UNRESOLVED ISSUES: None. FISCAL EFFECTS: Fees for the acquisition effort along Fowler Avenue are $41,404.00 and
for Baxter/Cottonwood are $33,745.00. Fees will be paid for from the Transportation Impact Fee
Right-of-Way fund.
ALTERNATIVES: As suggested by the City Commission.
Attachments: Task Orders 9 & 10
79
80
Exhibit A-9 – Scope of Services
June 29, 2016
Page 1 of 3
Professional Services Agreement for Streets and Utilities Land Agent Services
Project Scope of Services
Task Order No. 9
The scope of services for this City of Bozeman Right-of-Way Acquisition Project is to Appraise,
Acquire and successfully conduct and prepare the necessary meetings, agreements, and legal
documents to transfer property titles from private land owners to the City of Bozeman (City).
The City will be constructing new roadway improvements in the near future and intends to
acquire the necessary right-of-way (R/W) prior to construction. This project will serve as the
R/W acquisition process for the roadway improvements project for extending Fowler Lane from
Durston Road to Oak Street in Bozeman, Montana and for associated intersection improvements
at the intersection of Fowler Lane and Oak Street (see Figure 1).
The intent of this scope of services and corresponding cost estimate is to provide acquisition
services on a time and materials, not to exceed basis. Additional costs related to the actual land
purchase price, relocation costs paid to property owners, and any costs associated with eminent
domain proceedings are not included in this scope of services or cost estimate.
The following activities will be conducted as outlined below.
1.0 PROJECT RESEARCH
·Obtain and review available preliminary design plans.
·Obtain and review available project documentation.
·Coordination meeting with the project team members.
·Obtain current deeds and ownership information.
2.0 INITIAL PROPERTY OWNER CONTACT
·Compile contact information.
·Initiate contact with owners.
3.0 SURVEY
·A cadastral and a limited topographic field survey will be completed for Parcels 8 and 9 to
determine existing property boundaries and surface features.
Deliverables:
·Survey exhibit.
4.0 R/W MAPPING & EXHIBITS
·Review and finalize proposed R/W acquisition areas.
81
Exhibit A-9 – Scope of Services
June 29, 2016
Page 2 of 3
·Parcel 8 will purchased in full with fee title.
·Parcels 4, 5, and 9 will be acquired with road easements for future road improvements.
·Prepare preliminary deed exhibits (4).
·QA/QC of deliverables.
Deliverables:
·Preliminary deed exhibits.
5.0 TITLE COMMITMENTS
·Title commitments will be secured for three parcels requiring property acquisition
(Parcels 5, 8 and 9).
·Team coordination.
6.0 APPRAISALS AND REVIEW APPRAISALS
·Appraisals will be conducted for Parcels 8 and 9 as shown on the attached Figure 1.
·Review appraisals will be conducted for each of the parcel appraisals by a second
appraisal subconsultant.
·A waiver valuation will be completed for Parcel 5.
·Parcel 4 will be a donated easement and will not be appraised.
·Team coordination.
·QA/QC of appraisal reports.
7.0 PREPARE CONTRACTS
·Prepare preliminary acquisition documents.
·Prepare preliminary acquisition costs.
·QA/QC of deliverables.
Deliverables:
·Preliminary acquisition documents including costs.
8.0 ACQUISITIONS
·Conduct pre-acquisition meetings.
·Conduct meetings with property owners.
·Prepare final acquisition documents.
·Prepare final acquisition costs.
·QA/QC of deliverables.
Deliverables:
·Final acquisition documents including costs.
82
Exhibit A-9 – Scope of Services
June 29, 2016
Page 3 of 3
9.0 R/W AND DESIGN PLAN UPDATES
·Based on acquisitions and agreements, updates to the preliminary deed exhibits will be
completed, if required.
10.0 RELOCATION SERVICES
·Provide relocation services for property owners to move personal property from existing
out buildings, if required.
11.0 CLOSING
·Prepare final title transfer documents, and schedule closing date.
·Attend closing meeting.
12.0 FINAL SUBMITTAL AND CLOSEOUT
·Deliver completed title transfer documents.
·Project closeout.
·QA/QC of deliverables.
Deliverables:
·Final signed title transfer documents.
13.0 CONTINGENCY
Due to the nature of property acquisition work, the time required to work with individual
property owners varies significantly. The scope of services as detailed in this document includes
all the necessary steps to acquire property from private owners, but much of that work relies on
good cooperation and timely responses from all parties. The contingency item serves to capture
the possible additional costs incurred during the acquisition process due to challenging situations
with property owners.
83
84
Activity Tasks Total Hours
Real Estate
Manager
Project
Manager /
Coordinator
Right of Way
Agent III
Right of Way
Agent III
Assistant
Coordinator
Professional
Surveyor Survey Crew Clerical
1.0 PROJECT RESEARCH
Obtain and review preliminary design plans 1 1
Obtain and review project documentation 2 2
Coordination meeting with the project team members 1 1
Obtain current deeds 2 2
SUBTOTAL (HOURS)6 0 6 0 0 0 0 0 0
2.0 INITIAL PROPERTY OWNER CONTACT
Compile Contact Information 2 2
Initiate Contact 2 2
SUBTOTAL (HOURS)4 0 4 0 0 0 0 0 0
3.0 SURVEY
Coordinate Survey 2 2
SUBTOTAL (HOURS)2 0 2 0 0 0 0 0 0
4.0 R/W MAPPING & EXHIBITS
Review R/W Acq. Areas 2 2
Prepare preliminary deed exhibits 16 16
QA/QC 1 1
SUBTOTAL (HOURS)19 0 18 0 1 0 0 0 0
5.0 TITLE COMMITMENTS
Secure Title Commitments for Parcels 5,8, and 9 4 4
Team Coordination 2 2
SUBTOTAL (HOURS)6 0 6 0 0 0 0 0 0
6.0 APPRAISALS AND REVIEW APPRAISALS
Conduct Appraisal (2)4 4
Conduct Review Appraisal (2)2 2
Waiver Valuation (1)9 8 1
Team Coordination 2 2
QA/QC 2 1 1
SUBTOTAL (HOURS)19 1 17 1 0 0 0 0 0
7.0 PREPARE CONTRACTS
Prepare Preliminary Acquisition Documents 23 20 2 1
Prepare Preliminary Acquisition Costs 3 2 1
QA/QC of Deliverables 3 1 2
SUBTOTAL (HOURS)29 0 23 5 1 0 0 0 0
8.0 ACQUISITIONS
Conduct pre-acquisition meeting 8 8
Conduct Owner Meetings 32 32
Prepare Final Acquisition Documents 10 8 1 1
Prepare Final Acquisition Costs 2 2
QA/QC of Deliverables 2 1 1
SUBTOTAL (HOURS)54 1 51 1 1 0 0 0 0
9.0 R/W AND DESIGN PLAN UPDATES
Update Preliminary Deed Exhibits 4 4
QA/QC 1 1
SUBTOTAL (HOURS)5 0 4 1 0 0 0 0 0
10.0 RELOCATION SERVICES
Provide Property Relocation 11 1 8 2
SUBTOTAL (HOURS)11 1 8 2 0 0 0 0 0
11.0 CLOSING
Prepare Final Title Transfer Documents 3 2 1
Closing Meetings 7 6 1
QA/QC 2 1 1
SUBTOTAL (HOURS)12 0 9 1 0 0 0 0 2
WORK TO BE COMPLETED
City of Bozeman R/W Acquisition: Fowler Lane - Task Order No. 9 Project Cost Estimate DATE: 6/29/2016
PROJECT NO: 4535.11402.09 EST. PREPARED BY: DOWL PAY SCH.: Time and Materials--NTE
Page 1 of 285
Activity Tasks Total Hours
Real Estate
Manager
Project
Manager /
Coordinator
Right of Way
Agent III
Right of Way
Agent III
Assistant
Coordinator
Professional
Surveyor Survey Crew Clerical
WORK TO BE COMPLETED
City of Bozeman R/W Acquisition: Fowler Lane - Task Order No. 9 Project Cost Estimate DATE: 6/29/2016
PROJECT NO: 4535.11402.09 EST. PREPARED BY: DOWL PAY SCH.: Time and Materials--NTE
12.0 FINAL SUBMITTAL AND CLOSEOUT
Deliver Completed Title Transfer Documents 2 2
Project Closeout 2 2
QA/QC of Deliverables 2 1 1
SUBTOTAL (HOURS)6 1 5 0 0 0 0 0 0
13.0 CONTINGENCY
Negotiation Challenges 30 2 24 4
Total Project Hours 203 6 177 11 3 4 0 0 2
Hours % of total Rate Extension
Real Estate Manager BW 6 3%160.00 960.00
Project Manager / Coordinator TG 177 87%125.00 22,125.00
Right of Way Agent III CM 11 5%115.00 1,265.00
Right of Way Agent III DK 3 1%115.00 345.00
Assistant Coordinator DF 4 2%115.00 460.00
Professional Surveyor TR 0 0%130.00 0.00
Survey Crew TR & FM 0 0%225.00 0.00
Clerical BOZ 2 1%55.00 110.00
TOTAL HOURS 203
TOTAL LABOR $25,265.00
Unit Quantity Rate
Computer Hours Per Hour 0.00
Title commitments Each 3 Per Parcel $350 1,050.00
Vehicle Rental Days Per Day $60 0.00
Mileage Miles 32 Per Mile $0.75 24.00
Airline Trips Trips Per Trip $900 0.00
Lodging Days Per Day $110 0.00
Meals Days Per Day $51 0.00
TOTAL DIRECT NONLABOR $1,074.00
R/W Appraisals (Thomas Appraisals-2)9,000.00
R/W Review Appraisals (Hall-Widdoss and Co.-2)4,500.00
Property and Topo Survey (Alpine Surveying)1,565.00
TOTAL OUTSIDE SERVICES AND SUBCONTRACTS $15,065.00
Total Direct Labor 25,265.00
Total Direct NonLabor 1,074.00
Total Outside Services & Subcontracts 15,065.00
TOTAL ESTIMATED COST (NTE)$41,404.00
DIRECT NONLABOR
OUTSIDE SERVICES AND SUBCONTRACTS (LUMP SUM)
RECAPITULATION
COST SUMMARY
Miscellaneous (Blueline prints, mylars, multilith paper, telephone,
postage, misc. equipment rental, maps, photos, survey mtls., display boards, etc.)
DIRECT LABOR
Page 2 of 286
87
Exhibit A-10 – Scope of Services
June 29, 2016
Page 1 of 3
Professional Services Agreement for Streets and Utilities Land Agent Services
Project Scope of Services
Task Order No. 10
The scope of services for this City of Bozeman Right-of-Way Acquisition Project is to Appraise,
Acquire and successfully conduct and prepare the necessary meetings, agreements, and legal
documents to transfer property titles from private land owners to the City of Bozeman (City).
The City will be constructing new roadway improvements in the near future and intends to
acquire the necessary right-of-way (R/W) prior to construction. This project will serve as the
R/W acquisition process for the roadway improvements project along Baxter Lane at the
intersection of Baxter Lane and Harper Pucket Road in Bozeman, Montana (see Figure 1). The
City intends to construct Cottonwood Road to connect at the current tee intersection of Baxter
Lane and Harper Pucket Road for the future sports complex south of Baxter Lane.
The intent of this scope of services and corresponding cost estimate is to provide acquisition
services on a time and materials, not to exceed basis. Additional costs related to the actual land
purchase price, relocation costs paid to property owners, and any costs associated with eminent
domain proceedings are not included in this scope of services or cost estimate.
The following activities will be conducted as outlined below.
1.0 PROJECT RESEARCH
·Obtain and review available preliminary design and adjacent development plans.
·Obtain and review available project documentation.
·Coordination meeting with the project team members.
·Obtain current deeds and ownership information.
2.0 INITIAL PROPERTY OWNER CONTACT
·Compile contact information.
·Initiate contact with owners.
3.0 SURVEY
·A cadastral and a limited topographic field survey will be completed for Parcels 1 and 2
to determine existing property boundaries and surface features.
Deliverables:
·Survey exhibits.
88
Exhibit A-10 – Scope of Services
June 29, 2016
Page 2 of 3
4.0 R/W MAPPING & EXHIBITS
·Review and finalize proposed R/W acquisition areas.
·Parcels 1 and 2 will be acquired with road easements for future road improvements.
New permanent easements will be obtained from both parcels to provide a road right-of-
way width of 100 feet along Baxter Lane. Additional permanent easement will be
obtained from Parcel 1 along Harper Pucket Road.
·Prepare preliminary deed exhibits (2).
·QA/QC of deliverables.
Deliverables:
·Preliminary deed exhibits.
5.0 TITLE COMMITMENTS
·Title commitments will be secured for two parcels requiring property acquisition.
·Team coordination.
6.0 APPRAISALS AND REVIEW APPRAISALS
·Appraisals will be conducted for Parcels 1 and 2 as shown on the attached Figure 1.
·Review appraisals will be conducted for each of the parcel appraisals by a second
appraisal subconsultant.
·Team coordination.
·QA/QC of appraisal reports.
7.0 PREPARE CONTRACTS
·Prepare preliminary acquisition documents.
·Prepare preliminary acquisition costs.
·QA/QC of deliverables.
Deliverables:
·Preliminary acquisition documents including costs.
8.0 ACQUISITIONS
·Conduct pre-acquisition meeting.
·Conduct meetings with property owners.
·Prepare final acquisition documents.
·Prepare final acquisition costs.
·QA/QC of deliverables.
Deliverables:
·Final acquisition documents including costs.
89
Exhibit A-10 – Scope of Services
June 29, 2016
Page 3 of 3
9.0 R/W AND DESIGN PLAN UPDATES
·Based on acquisitions and agreements, updates to the preliminary deed exhibits will be
completed, if required.
10.0 RELOCATION SERVICES
·Provide relocation services for property owners, if required.
11.0 CLOSING
·Prepare final title transfer documents, and schedule closing date.
·Attend closing meetings.
12.0 FINAL SUBMITTAL AND CLOSEOUT
·Deliver completed title transfer documents.
·Project closeout.
·QA/QC of deliverables.
Deliverables:
·Final signed title transfer documents.
13.0 CONTINGENCY
Due to the nature of property acquisition work, the time required to work with individual
property owners varies significantly. The scope of services as detailed in this document includes
all the necessary steps to acquire property from private owners, but much of that work relies on
good cooperation and timely responses from all parties. The contingency item serves to capture
the possible additional costs incurred during the acquisition process due to challenging situations
with property owners.
90
91
Activity Tasks Total Hours
Real Estate
Manager
Project
Manager /
Coordinator
Right of Way
Agent III
Right of Way
Agent III
Assistant
Coordinator
Professional
Surveyor Survey Crew Clerical
1.0 PROJECT RESEARCH
Obtain and review preliminary plans 1 1
Obtain and review project documentation 2 2
Coordination meeting with the project team members 1 1
Obtain current deeds 1 1
SUBTOTAL (HOURS)5 0 5 0 0 0 0 0 0
2.0 INITIAL PROPERTY OWNER CONTACT
Compile Contact Information 1 1
Initiate Contact 2 2
SUBTOTAL (HOURS)3 0 3 0 0 0 0 0 0
3.0 SURVEY
Coordinate Survey 1 1
SUBTOTAL (HOURS)1 0 1 0 0 0 0 0 0
4.0 R/W MAPPING & EXHIBITS
Review R/W Acq. Areas 0
Prepare preliminary deed exhibits 12 12
QA/QC 1 1
SUBTOTAL (HOURS)13 0 12 0 1 0 0 0 0
5.0 TITLE COMMITMENTS
Secure Title Commitments (2)4 4
Team Coordination 2 2
SUBTOTAL (HOURS)6 0 6 0 0 0 0 0 0
6.0 APPRAISALS AND REVIEW APPRAISALS
Conduct Appraisals (2)4 4
Conduct Review Appraisals (2)2 2
Team Coordination 2 2
QA/QC 1 1
SUBTOTAL (HOURS)9 0 9 0 0 0 0 0 0
7.0 PREPARE CONTRACTS
Prepare Preliminary Acquisition Documents 11 8 2 1
Prepare Preliminary Acquisition Costs 3 2 1
QA/QC of Deliverables 3 1 2
SUBTOTAL (HOURS)17 0 11 5 1 0 0 0 0
8.0 ACQUISITIONS
Conduct pre-acquisition meeting 2 2
Conduct Owner Meetings 18 18
Prepare Final Acquisition Documents 6 4 1 1
Prepare Final Acquisition Costs 2 2
QA/QC of Deliverables 2 1 1
SUBTOTAL (HOURS)30 1 27 1 1 0 0 0 0
9.0 R/W AND DESIGN PLAN UPDATES
Update Preliminary Deed Exhibits 2 2
QA/QC 1 1
SUBTOTAL (HOURS)3 0 2 1 0 0 0 0 0
10.0 RELOCATION SERVICES
Provide Property Relocation 20 16 4
SUBTOTAL (HOURS)20 0 16 4 0 0 0 0 0
11.0 CLOSING
Prepare Final Title Transfer Documents 3 2 1
Closing Meetings 5 4 1
QA/QC 2 1 1
SUBTOTAL (HOURS)10 0 7 1 0 0 0 0 2
WORK TO BE COMPLETED
City of Bozeman R/W Acquisition: Baxter-Cottonwood - Task Order No. 10 Project Cost Estimate DATE: 6/29/2016
PROJECT NO: 4535.11402.10 EST. PREPARED BY: DOWL PAY SCH.: Time and Materials--NTE
Page 1 of 292
Activity Tasks Total Hours
Real Estate
Manager
Project
Manager /
Coordinator
Right of Way
Agent III
Right of Way
Agent III
Assistant
Coordinator
Professional
Surveyor Survey Crew Clerical
WORK TO BE COMPLETED
City of Bozeman R/W Acquisition: Baxter-Cottonwood - Task Order No. 10 Project Cost Estimate DATE: 6/29/2016
PROJECT NO: 4535.11402.10 EST. PREPARED BY: DOWL PAY SCH.: Time and Materials--NTE
12.0 FINAL SUBMITTAL AND CLOSEOUT
Deliver Completed Title Transfer Documents 1 1
Project Closeout 1 1
QA/QC of Deliverables 2 1 1
SUBTOTAL (HOURS)4 1 3 0 0 0 0 0 0
13.0 CONTINGENCY
Negotiation Challenges 22 2 16 4
Total Project Hours 143 4 118 12 3 4 0 0 2
Hours % of total Rate Extension
Real Estate Manager BW 4 3%160.00 640.00
Project Manager / Coordinator TG 118 83%125.00 14,750.00
Right of Way Agent III CM 12 8%115.00 1,380.00
Right of Way Agent III DK 3 2%115.00 345.00
Assistant Coordinator DF 4 3%115.00 460.00
Professional Surveyor TR 0 0%130.00 0.00
Survey Crew TR & FM 0 0%225.00 0.00
Clerical BOZ 2 1%55.00 110.00
TOTAL HOURS 143
TOTAL LABOR $17,685.00
Unit Quantity Rate
Computer Hours Per Hour 0.00
Title commitments Each 2 Per Parcel $350 700.00
Vehicle Rental Days Per Day $60 0.00
Mileage Miles 40 Per Mile $0.75 30.00
Airline Trips Trips Per Trip $900 0.00
Lodging Days Per Day $110 0.00
Meals Days Per Day $51 0.00
TOTAL DIRECT NONLABOR $730.00
R/W Appraisals (Thomas Appraisals-2)9,000.00
R/W Review Appraisals (Hall-Widdoss and Co.-2)4,500.00
Property and Topo Survey (Alpine Surveying)1,830.00
TOTAL OUTSIDE SERVICES AND SUBCONTRACTS $15,330.00
Total Direct Labor 17,685.00
Total Direct NonLabor 730.00
Total Outside Services & Subcontracts 15,330.00
TOTAL ESTIMATED COST (NTE)$33,745.00
DIRECT NONLABOR
OUTSIDE SERVICES AND SUBCONTRACTS (LUMP SUM)
RECAPITULATION
COST SUMMARY
Miscellaneous (Blueline prints, mylars, multilith paper, telephone,
postage, misc. equipment rental, maps, photos, survey mtls., display boards, etc.)
DIRECT LABOR
Page 2 of 293