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Home My WebLink About25 - Task Orders Order Number Unknown - Clear Route Real Estate, LLC - Gooch Hill Lift Station July 7, 2025 Shawn Kohtz, 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 #1 NW Sewer Lift Station Dear Shawn, 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 considering locations for a new sewer lift station located in the NW area of Bozeman in the near future. As part of the evaluation process, the City has requested right-of-way (R/W) acquisition services, to be completed in two phases. The first phase will be to review three different property locations to determine which property will best suit the project needs, as shown on Exhibit B attached. The second phase will be to conduct acquisition services to acquire real property interests to allow the City to construct a new sewer lift station. Clear Route will coordinate with three identified properties and will conduct negotiations with the identified property, further detailed on the attached Exhibit A. 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: 5FBD5608-E16C-419A-8C70-345D330DE620 NW Sewer Lift Station Page | 1 7/3/2025 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 current deeds and ownership information for the selected property for R/W acquisition 2. Initial Property Owner Contact a. Compile contact information for three (3) parcels b. Initiate contact with owners of three (3) parcels of land to begin acquisition discussions to determine which parcel to acquire R/W from 3. Title Commitments a. Title commitments will be secured for the selected property requiring permanent property acquisition b. Team coordination 4. Appraisals and Valuations a. Full appraisal narrative reports are not included in this scope of services b. One waiver valuation will be completed for simple property acquisitions by Clear Route for the selected property c. Team coordination d. QA/QC of valuation documents 5. Prepare Contracts a. Prepare deed/easement/construction permit agreements for the selected property, as required b. TD&H is completing the project’s survey and engineering design. TD&H will prepare and provide necessary R/W exhibits with legal descriptions for acquisition areas for the selected property, as needed. R/W exhibits will be stamped by a professional land surveyor. c. Clear Route will prepare acquisition documents including graphics, figures, maps, letters, and project information d. Prepare acquisition cost details and summary e. QA/QC of documents 6. Acquisitions a. Conduct acquisition meetings with property owners of the selected property (minimum of 3 meetings) b. Prepare final acquisition documents c. Prepare final acquisition costs d. QA/QC of documents 7. Title Clearing and Closing Docusign Envelope ID: 5FBD5608-E16C-419A-8C70-345D330DE620 NW Sewer Lift Station Page | 2 7/3/2025 a. Prepare final title transfer documents, and schedule closing date for the selected property 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 meetings 8. Final Submittal and Closeout a. Prepare R/W acquisition project submittal packet b. Deliver completed title transfer documents c. QA/QC of deliverables Schedule Clear Route Real Estate and the Client will work together to create a schedule outlining key milestones for starting and completing the project. 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 $9,530.00. Clear Route will begin work once this agreement has been signed by both parties. Right-of-Way Acquisition Services 1. Project Research $360.00 2. Initial Property Owner Contact $1,390.00 3. Title Commitments $960.00 4. Appraisals and Valuations $1,550.00 5. Prepare Contracts $1,240.00 6. Acquisitions $3,100.00 7. Title Clearing and Closing $620.00 8. Final Submittal and Closeout $310.00 Total $9,530.00 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. Docusign Envelope ID: 5FBD5608-E16C-419A-8C70-345D330DE620 NW Sewer Lift Station Page | 3 7/3/2025 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. ____________________________________________________________________________ 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: 5FBD5608-E16C-419A-8C70-345D330DE620 Tony Gaddo Broker/Owner 9/9/20259/9/2025 City Manager Chuck Winn 25August 5th Exhibit B Page 1 of 1 (1) Current Project Information PROJECT NO.: TBD PROJECT NAME: NW Sewer Lift Station PARCEL NO.: Options A, B, & C (2) RECORD OWNER: TBD Notes: Aerial image locations are approximate and may not be exact. Refer to easement exhibits for detail. East Valley Center Road Harper Pucket Road OPTION C OPTION A OPTION B Docusign Envelope ID: 5FBD5608-E16C-419A-8C70-345D330DE620