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HomeMy WebLinkAbout26 - Task Orders Order Number Unknown - Clear Route Real Estate - Fowler Avenue Right of Way Acquisition - Anderson Parce April 10, 2026 Bob Murray, PE City of Bozeman 20 East Olive St. Bozeman, MT 59715 Subject: City of Bozeman Buyers Agent for R/W FY 2025 - FY 2026 Project Scope of Services – Task Order #4 Fowler Avenue R/W Acquisition—Anderson Parcel Closing Dear Bob, Clear Route Real Estate is pleased to submit this proposal to provide services for the project referenced above, as outlined in the attached Exhibit A. If the terms of this proposal are acceptable, please indicate your approval by signing and dating the signature page. This document outlines the agreement between the City of Bozeman (the “Client”) and Clear Route Real Estate. The Professional Services Agreement for Realty Professionals, under which Clear Route Real Estate will serve as the City’s Buyer’s Agent for right-of-way acquisition during FY 2025 – FY 2026, is hereby incorporated into and made an integral part of this contract. Project Intent We understand the City of Bozeman is in the process of completing the acquisition of private property as part of the Fowler Avenue Project in the near future. As part of the acquisition process, the City has requested right-of-way (R/W) acquisition services to be provided to complete the closing of the Anderson parcel. To facilitate the acquisition, one parcel requiring permanent R/W acquisition to be acquired (northeast corner of Fowler Avenue and Durston Road). Clear Route will provide professional R/W acquisition services to complete the acquisition and closing process. Thank you for including our team to assist with this project. Feel free to call me at 406-208-7919 if you have any questions regarding this proposal. If it meets your approval, please mail or email this signed and dated agreement to our office at P.O. Box 6162, Bozeman, MT 59771 or tgaddo@clearroute-re.com. Thank you. Sincerely, Clear Route Real Estate Tony Gaddo, P.E., REALTOR® Senior R/W Consultant, Broker/Owner Enclosures Docusign Envelope ID: 32FE0118-96C7-8EC4-82C7-4A3EB9C9EEA7 Fowler Avenue – Anderson Closing Page | 1 4/10/2026 EXHIBIT A Scope of Services The scope of services is detailed below. 1. Project Research a. Obtain and review available preliminary design plans and project documentation b. Coordination meeting with the project team members c. Obtain/verify current deeds and ownership information for one parcel d. Review available annexation and subdivision agreements and details 2. Title Commitments a. A title commitment was previously prepared by Chicago Title however it is out of date. An updated commitment will be prepared by the title company. 3. Appraisals and Valuations a. An appraisal was previously prepared and will be utilized for the acquisition. 4. Prepare Contracts a. Prepare one R/W agreement for one parcel b. Sanbell – Rocky Mountain has prepared one permanent R/W exhibit with legal descriptions that will be incorporated into the agreement c. Clear Route will prepare acquisition documents including graphics, figures, maps, letters, and project information d. The City will provide copies of related agreements or documents for the subject property for inclusion in the property acquisition and closing documents, as needed e. Prepare acquisition cost details and summary f. QA/QC of documents 5. Acquisitions a. Conduct acquisition meetings with property owners of one parcel to finalize R/W agreement details b. Prepare final acquisition documents c. Prepare final acquisition costs d. QA/QC of documents 6. Title Clearing and Closing a. Prepare final title transfer documents, and schedule closing date b. Obtain mortgage releases, clear taxes and leans, as required c. Submittal of completed R/W acquisition offer packages to the City for review and execution d. Team coordination e. Attend closing meeting 7. Final Submittal and Closeout a. Prepare R/W acquisition project submittal packet b. Deliver completed title transfer documents c. QA/QC of deliverables Docusign Envelope ID: 32FE0118-96C7-8EC4-82C7-4A3EB9C9EEA7 Fowler Avenue – Anderson Closing Page | 2 4/10/2026 Schedule Clear Route Real Estate and the Client will work together to create a schedule outlining key milestones for starting and completing the project. It’s anticipated that the final annexation meeting with the City Commission will be May 19, 2026—Clear Route will have the draft offer agreement prepared by this date with all known information as of that date. This schedule will reflect realistic timeframes for services provided by Clear Route and the Client’s other consultants and will incorporate anticipated review and approval periods by the Client and any governing agencies. The schedule will remain flexible and may be revised throughout the project to accommodate changes in scope or design, or to address delays or other factors outside Clear Route Real Estate’s control. Budget and Invoicing Clear Route will bill for its services on a time-and-materials basis with a total cost not to exceed $$8,750.00. Clear Route will begin work once this agreement has been signed by both parties. Right-of-Way Acquisition Services 1. Project Research $480.00 2. Title Commitments $780.00 3. Appraisals and Valuations $0.00 4. Prepare Contracts $2,015.00 5. Acquisitions $3,875.00 6. Title Clearing and Closing $1,240.00 7. Final Submittal and Closeout $360.00 Total $8,750.00 Clear Route Real Estate will submit monthly invoices to the Client for services performed during the prior billing period, typically aligning with the calendar month and spanning approximately 30 days. Each invoice will itemize, as applicable, charges based on time or unit rates, as well as any costs for subcontracted consultants and reimbursable expenses. Invoices will be issued promptly following the end of each billing period and will be due upon receipt by the Client. ___________________________________________________________________________ Docusign Envelope ID: 32FE0118-96C7-8EC4-82C7-4A3EB9C9EEA7 Fowler Avenue – Anderson Closing Page | 3 4/10/2026 This Task Order is dated ________________, 20___ between City of Bozeman, Montana (City) and Clear Route Real Estate (Contractor). IN WITNESS WHEREOF, the parties hereto have executed this Agreement the day and year first above written or as recorded in an electronic signature. CITY OF BOZEMAN, MONTANA CLEAR ROUTE REAL ESTATE, LLC By: _______________________________ By: _______________________________ Print Name: ________________________ Print Name: ________________________ Print Title: __________________________ Print Title: __________________________ Date: ______________________________ Date: ______________________________ Docusign Envelope ID: 32FE0118-96C7-8EC4-82C7-4A3EB9C9EEA7 Broker/Owner Tony Gaddo 5/13/20265/13/2026 City Manager Chuck Winn May 5 26 Certificate Of Completion Envelope Id: 32FE0118-96C7-8EC4-82C7-4A3EB9C9EEA7 Status: Completed Subject: Complete with Docusign: I.14 Task_Order_4 w Clear Route.pdf Source Envelope: Document Pages: 4 Signatures: 2 Envelope Originator: Certificate Pages: 4 Initials: 0 Mike Maas AutoNav: Enabled EnvelopeId Stamping: Enabled Time Zone: (UTC-07:00) Mountain Time (US & Canada) Stamps: 1 PO Box 1230 Bozeman, MT 59771 mike.maas@bozemanmt.gov IP Address: 155.190.3.5 Record Tracking Status: Original 5/12/2026 3:47:20 PM Holder: Mike Maas mike.maas@bozemanmt.gov Location: DocuSign Security Appliance Status: Connected Pool: StateLocal Signer Events Signature Timestamp Tony Gaddo tgaddo@clearroute-re.com Broker/Owner Security Level: Email, Account Authentication (None)Signature Adoption: Pre-selected Style Using IP Address: 2600:100e:a022:88a1:c5fb:5fb4:3bd4:b3e4 Sent: 5/12/2026 3:52:41 PM Viewed: 5/13/2026 8:08:29 AM Signed: 5/13/2026 8:08:49 AM Electronic Record and Signature Disclosure: Accepted: 5/13/2026 8:08:29 AM ID: af12f78b-d1f4-4a9d-937c-71cced40af49 Chuck Winn chuck.winn@bozemanmt.gov City Manager 15 Security Level: Email, Account Authentication (None) Signature Adoption: Pre-selected Style Using IP Address: 155.190.3.8 Sent: 5/13/2026 8:08:50 AM Viewed: 5/13/2026 1:29:19 PM Signed: 5/13/2026 1:29:41 PM Electronic Record and Signature Disclosure: Accepted: 5/13/2026 1:29:19 PM ID: 073eca6f-1380-4d71-ae2f-92c6f4d0f62c Mike Maas mike.maas@bozemanmt.gov City Clerk City of Bozeman Security Level: Email, Account Authentication (None) Signed Using IP Address: 155.190.3.5 Sent: 5/13/2026 1:29:43 PM Viewed: 5/13/2026 2:43:05 PM Signed: 5/13/2026 2:43:10 PM Electronic Record and Signature Disclosure: Not Offered via Docusign In Person Signer Events Signature Timestamp Editor Delivery Events Status Timestamp Agent Delivery Events Status Timestamp Intermediary Delivery Events Status Timestamp Certified Delivery Events Status Timestamp Carbon Copy Events Status Timestamp Bob Murray bob.murray@bozemanmt.gov Security Level: Email, Account Authentication (None) Sent: 5/12/2026 3:52:39 PM Electronic Record and Signature Disclosure: Not Offered via Docusign Michelle Chapel michelle.chapel@bozemanmt.gov Records Coordinator City Bozeman Security Level: Email, Account Authentication (None) Sent: 5/12/2026 3:52:40 PM Electronic Record and Signature Disclosure: Not Offered via Docusign Witness Events Signature Timestamp Notary Events Signature Timestamp Envelope Summary Events Status Timestamps Envelope Sent Hashed/Encrypted 5/12/2026 3:52:39 PM Certified Delivered Security Checked 5/13/2026 2:43:05 PM Signing Complete Security Checked 5/13/2026 2:43:10 PM Completed Security Checked 5/13/2026 2:43:10 PM Payment Events Status Timestamps Electronic Record and Signature Disclosure ELECTRONIC RECORD AND SIGNATURE DISCLOSURE From time to time, City of Bozeman (we, us or Company) may be required by law to provide to you certain written notices or disclosures. 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