R01-283
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RE80LUTIONNO, R01- .;tS3
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A RESOLUTION OF THE CITY COMMISSION OF TIlE
CITY OF BOYNTON BEACH,FLORIDA, AUTHORIZING
TIlE MAYOR AND CITY CLERK TO EXECUTE A
CONSUJ.,TANT AGR,P;EMENT FOR REAL ESTATE
ADMINISTRATORSERVlCES (RFQ #075-2413-OlIKR)
BETWEEN THE CITY OF BOYNTON BEACH AND THE
URBAN GROUP, INC., AND PROVIDING AN EFFECTIVE
DATE.
WHEREAS, the City solicited proposals from professional services firms to provide
real estate adlnmistrati:lrser0ces,and The Urban Group was determined to be the most
responsible provider ofthost) services;
WHERItAS, thisprpgram Will allow the City to buy and sell land, acquire easements
and manage and maintairi. property through the use of an anonymous third party working on
our behalf;
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COMMISSION OF
THE CITY OF BOYNTON BEACH, FLORIDA, THAT:
Section 1. The City Commission of the City of Boynton Beach, Florida does
hereby authorize and direct the Mayor and City Clerk to approve and execute the Consultant
Agreement for Real Estate Admiuistration Services (RFQ #075-2413-0IIKR) between the
City of Bpynton Beach and The Urban Group, Inc., which Agreement is attached hereto as
Exhibit "A".
Section 2.
This Resolution shall become effective immediately upon passage.
PASSED AND ADOPTED this ~ day of November, 2001.
EACH, FLORIDA
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CONSULTANT AGREEMENT FOR
REAL ESTATE ADMINISTRATOR SERVICES
THIS CONSULTANT AGREEMENT , ("Agreement") is entered into by and between
the City of Boynton Beach, a Florida municipal corpomtion, hereinafter referred to as "City",
and THE URBAN GROUP, INC., aF'IQrida corporation, hereinafter referred to as "Consultant",
and in cO:jlsideration of the mutual benefits, terms, and conditions hereinafter specified, the
parties agree as follows:
1. SCOPEOF S~RVICES. Consultant a~ees to perform the servicesidentified in the :Request
for Qu~ficaticlU.slRFQNo.075-;Z413-01!KR.' which is on file in the City Clerk's Office,
including the provision of all labor, materials, equipment and supplies,
2. TIMEFORPERFORMANCR Work under this contractshallcornmence upon the giving of
written notice by the City to. the Consultant to proceed. Consultant shall perform all services
in a timely manner. as directed by the City, and provide all work product required pursuant to
this Agreement.
3, PAYMENT, The Consultant shall be paid by the City for completed work and for services
rendered under this. agreement as follows:
~.~ a. Payment for the work provided by Consultant for each individual project shall be made as
provided on the rate scheduled attached hereto as Exhibit "A", provided that the total
amount of payment to Consultant for one project shall not exceed Ten Thousand and
00/1 00 dollars ($10,000,00) without City Commission approval.
b, The Consultant may submit vouchers to the City once per month during the progress of
the work for partial payment for project completed to date. Such vouchers will be
checked by the City, and upon approval thereof, payment will be made to the Consultant
in the amount approved,
c. Final payment of any balance due the Consultant of the total contract price earned will be
made promptly upon its ascertainment and verification by the City after the completion of
the work under this agreement and its acceptance by the City,
d. Payment as provided in this section shall be full compensation for work performed,
services rendered and for all materials, supplies, equipment and incidentals necessary to
complete the work.
e, The Consultant's records and accounts pertaining to this agreement are to be kept
available for inspection by representatives of the City and State for a period of three (3)
years after final payments. Copies shall be made available upon request.
..,...,.,'."
4. OWNERSHIP AND USE OF DOCUMENTS, All documents, drawings, specifications and
other materials produced by the. Consultant in connection with the services render.ed under
this agreement shall be the property of the City whether the project for which they are made
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is executed or not. The Consultant shall beperinitted to retain copies, including reproducible
copies, of drawings and specifications for information, reference and use in connection with
Consultant's endeavors.
5. COMPLIANCE WITH LAWS. Consultant shall, in performing the services contemplated
by this service agre(illlent, faithfully observe and comply with all federal, state and local
laws, ordinances and regulations that are <ippJicable to the services to be rendered under this
agreement.
6. INDEMNIFICATION. Consultant further agrees to indemnify, defend and hold harmless
the City, its offices, agents and employees, from and against any and all claims, losses or
liability,. or any portion there(lf,. including attorneys fees and costs, at the trial and appellate
level, arising from injtrry or death tOPc;rrs(lIl,s,inchl(linginjpries,sickrress, disease or death to
Consul~ant'~ own employees, or damage to prqperty occasioIl,ed by a negligent act, omission
or failure of the Consultant.
7. INSURANCE. The Consultant shall secure and maintain in force throughout the duration of
this contract . comprehensive general liability insurance with a minimum coverage of
$500,000 per occurrence and $1,000,000 aggregate for personalinjtrry; and $500,000 per
occurrence/aggregate for property da:rnage,and professional liability insurance in the amount
of $ 1,000,000.
Said general liability policy shall name the City of Boynton Beach as an additional named
insured.. and shall include. a provision prohibiting cancellation of said policy except upon
thirty (JO) d<iYs prior written notice to the City. Certificates of coverage as required by this
section shall be delivered to the City within fifteen (15) days of execution of this. agreement.
8. INDEPENDENT CONTRACTOR. The Consultant and the City agree that the Consultant is
an independent contractor with respect to the services provided pursuant to this agreement.
Nothing in this agreement shall be considered to create the relationship of employer and
employee between the parties hereto. Neither Consultant nor.any employee of Consultant
shall be entitled to any benefits accorded City employees by virtue of the services provided
under this agreement. The City shall not be responsible for withholding or otherwise
deducting federal income tax or social secprity or for contributing to the state industrial
insurance program, otherwise assuming the duties ofan employer with respect to Consultant,
or any employee of Consultant.
~
9, COVENANT AGAINST CONTINGENT FEES. The Consultant warrants that he has not
employed or retained any company or person, other than a bonalide employee working solely
for the Con~ltant, to solicit or secure ~s contract, and that he has not paid or agreed to pay
any company or person, other than a bonalide employee workir1g. solely for the Consultant,
any fee, cOrrunission, percentage, bro~erage fee, gifts, or any other consideration contingent
upon or resulting from the award or making of this contract. For breach or violation of this
warranty, the City shall have the right to annul this contract without liability or, in its
discretion to deduct from the contract price Or consideration, or otherwise recover, the full
amount of such fee, commission, percentage, brokerage fee, gift, or contingent fee.
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10. DISCRIMINATION PROHIBITED. TheConsl11tant, with regard to the work performed by
it under this agreement, will not discriminate on the grounds of race, color, national origin,
FTC, religion, creed, "age, sex or the presence of any physical or sensory handicap in the selection
and retention of employees or procurement of materials or supplies,
1 L ASSIGNMENT. The Consultant shall not sublet or ~sign l.lIly of the services covered by
this agreement without the express written consent of the City.
12. NON-WAIVER, Waiver by the City of any provision of this agreement or any time
limitation provided for in this agreement shall not constitute a waiver of any other provision,
13, TERM. This Agreementsha1l commence on the date of execution of the Agreement by the last
party to execute this Agreement and I1ll1 for an initial one (1) year term. This Agreement may
be renewed upon the mutual consent of the Parties for two (2) additional one (1) year terms.
Any agreement to extend the Agreement shall only be effective if placed in writing and
executed by both parties.
14. TERMINATION.
a, The City reserves the right to terminate this agreement at any time by giving ten (10)
days written notice to the Consultant.
i.e._","
b, In the event of the death of a member, partner or officer of the Consultant, or any of its
supervisory personnel assigned to the project, the surviving members of the Consultant
hereby agree to complete the work under the terms of this agreement, if requested to do
so by the City. This section shall not be a bar to renegotiations of this agreement between
surviving members of the Consultant and the City, if the City so chooses,
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15. APPLICABLE LAW AND VENUE, This Agreement shall be interpreted and construed in
accordance with andgovemed by the laws of the State of Florida, Venue for litigation
concerning this Agreement shall be in Palm Beach County, Florida,
16. NOTICES, Whenever either party desires to give notice to the other, such notice must be in
writing, sent by certified United States mail, postage prepaid, return receipt requested, or by
hand-delivery with a request for a written receipt of acknowledgr11ent of delivery, addressed
to the party for whom it is intended at the place last specified. The place for giving notice
shall remain the same as set forth herein until changed in writing in the manner provided in
this section. For the present, the parties designate the following:
FOR CITY:
City of Boynton Beach
P,O. Box 310
Boynton Beac:h, FL 33425-0310
Attn: City Manager
FOR CONSULTANT:
The Urban Group, Inc.
1424 South Andrews Avenue, Suite 200
Fort Lauderdale, FL 33316
Attn: Howard W, Steinholz, President
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17. AMENDMENTS. No modification, amendment, or alteration in the terms or conditions
contained herein shall be effective unless contained in a written document prepared with the
same or similar formality as this Agreement and executed by the City and Consultant.
18. PRIOR AGREEMENTS. This document incorporates and includes all prior negotiations,
correspondence, conversations, agreements, and understandings applicable to the matters
contained herein and the parties agree that there are no commitments, agreements, or
understandings concerning the subject matter of this Agreement that are not contained in
this document. Accordingly, the parties agree that no deviation from the terms hereof shall
be predicated upon any prior representations or agreements, whether oral or written. It is
further agreed that no modification, amendment or alteration in the terms or conditions
contained herein shall be effective unless contained in a written document in accordance
with Section 17 above.
19. INCORPORATION BY REFERENCE. The truth and accuracy of each "Whereas" clause
set forth above is acknowledged by the parties. The attached Exhibits "A" and "B" are
incorporated into and made a part of this Agreement.
20. MULTIPLE ORIGINALS. This Agreement may be executed in three (3) copies, each of
which shall be deemed to be an original.
.
IN WITNESS WHEREOF, the parties hereto have made and executed this Agreement,
THE CITY OF BOYNTON BEACH through its City Commissioners, signing by and through its
Mayor or Vice Mayor, authorized to execute same by Board action on " day of
No~c.M~{ , 2001, and THE URBAN GROUP, INC., signing by and through its
representative authorized to execute same.
CITY OF BOYNTON BEACH
THE URBAN GROUP, INC,
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Mayor
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CITY ATTORNEY
Approved as to Form:
Attest! Authenticated:
Office of the City Attorney
Secretary
ST ATE OF FLORIDA )
) ss:
COUNTY OF PALM BEACH )
ON THIS 8th day of NOVEMBER ,2001 before me, the undersigned notary
public, personally .appeared HOWARD W. STEINHOLZ , personally known to me, or who has
produced d5-.( tl/Ail b~,AI1r' ~ _____ as identification, and is the person who
subscribed to the foregomg instrument and who acknowledged that (s)he executed the same on
behalf of said Corporation and that (s)he was duly authorized to do so.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
~UB~
Karen T. Riseley
Print or Type Name
My Commission Expires:
.P''6~io Karen T RiseIey
*ij[ *Mv CommIssIon CC74a13t
.~.. ,,;-~ Expires May 13, 2llO2
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The Urban Group,lnc,
1424 South Andrews Avenue, Suite 200
Fort Lauderdale, Florida 33316
JOB CLASSIFICATION RATES
Job
Classification
~''F'
Real Estate Administrator
Real Estate Services
Acquisition Administrator
Sr. Real Estate Agent
Right of Way Agent
Relocation Services
Relocation Administrator
Sr. Relocation Agent
Relocation Agent
Property Management Services
Property Manallement Administrator
Sr, Property Management Specialist
property Maoagement Specialist
Brokerage Services
Leasing/Disposal Agent
Closing Facilitator
Reasearch Coordinator
Real Estate Analyst
Adminstrative Services
Accountant
Accounting Clerk
Secretarial I Clerical
Information Technology Services
System Erjgineer
Computer Tecnnician
Dafa' proeessor
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2001 2002 200.3 2004
Rates Rates Rates Rates
122.94 126,63 130.43 134.34
108.48 111,73 115,09 118,54
94.02 96.84 99.,74 102.73
88.23 90,88 93,60 96.41
1 OM8 111,73 115,09 118,54
82.44 84.92 87.47 90.09
75.21 77,47 79,79 82.19
108.48 111,73 115.09 118,54
86.78 89,39 92.07 94.83
79.55 81.94 84.40 86,93
65.09 67,04 69.05 71,12
57,86 59.59 61,38 63,22
50.62 52,14 53,71 55,32
43,39 44.69 46,03 47.42
65.09 67.04 69.05 71.12
47.01 48.42 49.87 51.37
39.05 40.22 41,43 42,67
115,71 119,18 122,76 126.44
86.78 89,39 92,07 94,83
36.16 37.24 38,36 39,51
Page 1
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Revised 10/10/01
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VIA FACSIMILE # (561) 742-6298
October 10, 2001
c... Dale S. Sugarman, Assistant City Manager
City Of Boynton Beach
100 E.Boynton Beach Boulevard
P.O, Box 310
Boynton Beach, Florida 33425-0310
S"bj~ct:
Real Estate Administrator SelVices
RFQ # 075-2413-01/KR
Dear Mr, Sugarman:
Pursuant to .our conversation, I am forwarding a Job Classification rate spreadsheet for you to
review. This form is. based on the Scope of SelVices within the RFP, Along with the rate
schedule, isa Cost Estimate Work Sheet that will be used to establish the fee for each Task
Assignment. The fee will be negotiated with each TA.
Jim Nardi is the project Point of Contact for further discussions, andl Task Assignments. If Jim
is unavailable, I will be the Alternate. Point of Contact. My E-mail address is
hsteinhoIZ(Ciltheurbangroup,com. My telephone number is (954) 522-6226,
Yours truly,
TH.E URBAN GROUP, INC,
~53
President/CEO
Accompanying Documents
Cc: Jim Nardi, Vice President, TUG
Bruce Bradley, SR/WA, Right of Way Manager, TUG
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The Urban GI'OUP, Inc, . 1424 South Andre,!~Ave.n,:!e~ ?~ite_?go,~ !?rt l,aud~da~e"Flori_d,a 33316
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RIAL I'TlTEADMINISTRATOR
POR TNI
CITlOPIOYM'OM IIACN
RFQ NO. 075-2413-01/KR
PROPOSAL SUBMITTED BY
THE URBAN GROUP, INC
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TELEPHONE 1-888-522-6226
FACSIMILE # 1-954-522-6422
E-MAIL-urbanmaster@theurbangroup.com
Federal Employer I.D # 59-2442945
THE URBAN GROUP, INe is in agreement with all terms, conditions and provisions
included in the solicitation and is in agreement to furnish any or all items.
Authorized Negotiator and Authorized Signatory
~~~
(888)-522-6226, Ext 112
E.mail: hsteinholZ@theurbangroup.com.
This proposal includes data that shall not be disclosed outside the Government (City of Boynton Beach) and
shall not be duplicated, used, or disclosed--in whole or in part-for any purpose other than to evaluate this
proposal. If, however, a contract is awarded to this offeror as a result of--or in connection with--the
submission of this data, the Government shall have the right to duplicate, use, or disclose the data to the
extent provided in the resulting contract. This restriction does not limit the Government's right to use
information contained in this data ifit is obtaine4.from another source without restriction. The data subject
to'this restriction are contained in these Proposal sheets.
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July 19/ 2001
f"'"T"''''
City of Boynton Beach.
Procurement Services
u 100 E. Boynton Beach Boulevard
P,O, Box 310
Boynton Beach/ Florida 33425-0310
Subject:
Statement of Qualifications-Real Estate Administrator
RFQ # 075-2413-01/KR
In response to the above ReqlJestFor Q(Jalifications (RFQ) to provide Real Estate
Administration Services/ The Urban Group; Inc. (TUG) is please to submit to the. city of
Boynton Beach,twelve (12)copiesofjts. offer to service the described. project, This letter/
andacc()mpanying Statem~tsof QU<1llificatio~with supplemental information/ will describe our
firm/sql.lalifications and e)<perience/..dediC<;lted staff/ and gives refer~ces and contacts, It will
also define our proposed Teehni.calApproach and Methodology to perform the services
outlined .in the Scope of Work,
The Urbant;l'()up, Inc./ a Florida corpt>rati?n,w<1lS established in 1984 and is licensed by the
Florida Real Estate Commission as aReal Estate Broker. TUG has offices in palm Beach and
Broward Counties/ in Lake Worth/ Riviera. ~each/ and Fort Lauderdale. This project will be
opera~ed from our Palm Beach County 9fficein.Lake Worth, TUG is an associate member of
, the Greater West Palm Beach and FOr!:. Lauderdale. Board of Realtors/ and has access to the
Mul~ple Listing Services (MLS)/. and . FirstAmerican Real Estate SolutionsProper:tyData
ComputE!r services,TUGspec;ializesin.providing real estate related services tolcpcal/ state .and
fed~ral .~vemmental agencies/ non~prAfit corporations/ and private sector clients involved in
g<;lv~rnment funded voluntary.publjc p.urpo~ and necessary property acquisition/ and eminent
domain projects.
TUG is. presentlY a. Right- of. Way consultant for. the. Florida Department of Transportation
(FPOT)/ and real estate. acquisltionagent for the Town of Lauderdale~By-The-Sea. TUG is
a(i;miniSteringfour (4) reaLestate projel!:tS forFDOT in SouthA9ridawith a range of services
much like that proposed in this ~ealEstateAdministrator RFQ/ including: negotiations/
prpperty management/ leasing/ d<1ltat$se.interface/ accounting;: subContractor management
and..coordination, and appraisal review,
staff whO will. be working on this project are experienced in all aspects of real estate related
services/ and they ~re familiar ~ith workingin governmental sector projects that require high
levels of responsiveness, coordil1<1ltion, <1lCCOUntability. To lead the Real Estate Administration
Services TEAM/ we. propose four (4Jstaffpersons who are very experienced in both voluntary
and inv()luntary (condemnation)aLltl1oriz~ government real estate Projects, It is their project
management s[(jlls that will assu.reaccountability and responsiv~ess to City of Boynton Beach
The Urban Group,lnc. -1424 South Andrews Avenue' sune 200' Fort Lauderdale, Florida 33316
TELEPHONE 954-522-6226 . FAX 9..-5....6'"
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City of Boynton Beach
July 19, 2001
I""'""T"""
'staff respom;ible . for project. oversight;. Other Real Estate Specialists will support these
managers. Proposed staff has over 192 years of combined related experience,
As the firm's Corporate Director and Broker, 1 will be assigned as the contract's Single Point of
Contact for further discussions. and allcontrag issues, I can be reached i'lt (954) 522-6226,
00, 112: The Urban Group, Inc, 1424 $, Anqrews Ave" Suite 200, Fort Lauderdale, Florida
33316, My E-mail addressishsteinholz(ii)theurbanarouo.com.
We appreciate your cOnSidel'i3tiOnqfTheUrbfl'lGroup, Inc. and we look forward to presenting
you with a ~'Best Value to the City" fee for service,
Yours truly,
THE URBAN GROUP, INC.
W~
President/CEO
F~
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Accompanying Documents
Cc: Jim Nardi, Vice President, lUG
Bruce Bradley, SR/WA, Right of Way Manager, lUG,
F"'Ty,
The Urban Group
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THE URBAN GROUP, INC..
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Statement of Qualifications
Real Estate Administrator
CITY OF BOYNTON BEACH
RFQ# 075-2413-01/KR
PROFILE AND QUALIFICATIONS
Real Property Support And Advisory Services
Established in 1984, and based in South Florida, The Urban Group Inc. (TUG) has worked
on real estate services relat;ed. projects throughout Florida, TUG has 32 full-time staff thirteen
(13) of whom are licensed by the Florida Real Estate Commission to perform real estate
related services under Florida Statures F,S, 473,
F'"" Requiring State Certifications and meeting State educational standards, The Urban Group Inc.
is administratively and technically pre-qualified by the State of Florida to perform Right of Way
services for the Department of Transportation in Major Work Groups 20,1 (Appraisal),21.0
(Acquisition, Negotiations, CI()sing and Order of Taking), 24,0 (Acquisition Relocation
Assistance), and. 25.0 (Property Management, Clearing and Leasing), The firm has a
Certified Overhead Audit appr()ved annually by the Professional Services Division of FOOT in
order to qualify for State Right -of -Way work groups,
In this Statement of Qualifications,. we present The Urban Group Inc, 's portfolio of Real Estate
related advisory support services, and professional staff who would work on the project,
A Core TEAM will has been assembled to lead the Real Estate Administration Services efforts,
We propose six (6) key staff persons, (Howard Steinhol:z, Jim Nardi, Kevin Liston, Brian
Gorham, Joe Miller, ASA and Rosemary Monaco), who are very experienced in all aspects of
real . estate negotiations, property management, information management, and project
management, These core team members are familiar with voluntary public purpose acquisition
and involuntary. (Condemnation) authori:zed government real estate projects, Our appraisal,
asbestos and environmental.experience will assist in both residential and business/commercial
Acquisitions 'and Disposal. Services and Property Management. (Key staff experience, and their
professional profiles are included with this submission).
It is .their project management skills that will assure the responsiveness to City of Boynton
Beach staff responsible for oversight. of the consultant. Our staff is experience in both
voluntary and involuntary (Condemnation) authori:zed government real estate Projects, much
TUG
Use ordiSdosure Of data contained on this isheet is Subjed:to therestrlction on the title pageofth1s proposal
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of which is directed by the strict standards and procedures governed by the Federal Uniform
Relocation Assistance and Real Property Acquisition Policies Act (URA) of 1970. Other real
experienced real estate SpeCialists will support them. Managers and staff have designations as
Senior Right Of Way Agents (SR/WA) by the International Right of Way Association (IRWA),
the national. association certifying Right- of - Way, and URA training and experience, Core
team members have managed several .Right of Way and government real restate projects
within the State of Florida, This core staff has over 98-combined years of related real estate
experience.
A good portion of our real estate consulting services has been governed by the exacting
eminent domaIn policies of the Florida Department of Transportation (FDOT) , Furthermore,
you will see from ourc;lient list, we have worked l.!sing these same federal standards for faith
organizations, (Catholic Diocese of Palm Beach), non-profit ~ommunity Development
CorpolCltions (NOAH, Ioc, Palm Beach c:ouoty),communityorganizatioos (l)rban League of
Greater Miami), .government service agencies (Broward County Housing Authority, Broward
County Area Agency on Aging).
rncluded in this RFq is:
Outline$ Qfthr;fjrntfsPastExperience with Qther Real Estate projects.
{Projects andReferences Exhibit rJ.
Summary Of Related Real Estate EXDerience Similar To This Proiect
Whether it is voluntary or involuntary real property acquisition, TUG personnel are familiar
with negotiating contracts to purcbase properties for public purpose or public necessity
projects, Staff also knows the procedures to manage, sell and Dispose of government owned
real estate (REO). TUG has been the acquisition consultant to the FDOT on eleven (11) Right-
of -Way contracts, and on several local option voluntary acquisition projects, The scope of
work in these projects include: negotiating purc;hase contracts, leasing surplus property, sale
of excess property, property management, preservation and protection of acquired properties,
demolition and clearing, closing and settlements of acquired properties,
As the Real Estate Acquisition Agent for the Town of Lauderdale-By-The-Sea, TUG seeks
to negotiate the voluotaryacquisition of land for publiC purposes in a "willing seller program".
Acting in fiduciary as a Bl.!YersAgent, once the Town identifies a property, a TUG Real Estate
Specialist will seek to discover the interest level of the property owner to sell their properties,
before disclosing whom the buying client is,. Offers are made to property owners based on the
indepeOdentappraised value, With theiniJjation of contract negotiations, TUG will seek to
negotiate the purchase of theproperty,Jfthere is an Imp~sse, alternate solutions are sought
in conjunction with the Town Administrator andTown Attorney,
For the BrOWatdCounty Aviation Department (BCAD), TUG wasthe Project Manager for the
County's Federally funded $127 million dollar Land Acquisition Program. There, TUG prepared
Lease- baCk contracts. on. property acquired. in the. project. Purchasing several contaminated
properties\presented a challenge in the .acquisition and negotiation process, TUG coordinated
TUG
Use or disdosure of data contained on this sheet is subject to the restriction on the title page of this proposell
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the environmental studies and contaminated waste removal with County, State and Federal
agencies, TUG collected over $1 million dollars in rent during the five (5) year contract term,
Collected rent was deposited into a jointly held bank account, from which project operating
expenses were paid, Excess funds were "swept-up" into the County's general fund account.
The firm negotiated the purchase of 102 parcels forSt, Lucie County in a vOluntary land
acquisition project at the St, Lucie County International Airport, Because Federal funding was
involved, TUG was required to perform. acquisition and relocation services under the
procedures governed by the Federal Uniformed Relocation Assistance and Real Property
Acquisition Polici.es Act (URA)of 1970. The Two (2) year project was completed early with
94% voluntary settlement rate. The Urban ~roup's experience inURA policies and procedures
would beneftt. the City,Elspe<;;i~IIY, if funds for citywide redevelopment and Capital
ImprOvemElf'\t ProjElctS (CIP) were tQ come from federal government resources, which mi;ly
trigger URA compliance;
TUG is the exclusive sales agElncy for real estate acquired through forfeiture for the United
States'Marshafs Servi.ce, The contract scope of work involves disposal and property
management of retllestate throughout. Florida. While government real estate assets are
usually sold through brQkeredsales, theyquitEl often are offered through i;luction, and sealed
bid, Priqr to receiving Property DisposalTask Orders, tuG manaSies the properties, which
include unimproved and imprOVed land, <;;ommercial, residential sif'\gle-family and multifamily,
r~> industrial, agricultural,i;lnd environmElntallysensitive properties, All Legal NQtices or other
"Notice to the Public"advertisElmElntsareprepared by TUG. In this contract, TUG performs. as
a "litle and Closil")g Fi;lcilitatQr"~. mi;lf'\aging closing agents, rElviewing title, clearing title issues
and liens. As a result. of knowledge (ittained during the acquisition process and from
perspectives gained during, rElal estatenegotii;ltions, all T1JG real estate agents review closing
statements and attElnd closings.
In recent publiC sale of loans, the U,S, Small Business Administration (SBA) needed
appraisals of real Elstate that collateralized SBA loans over $500,000, As part of the due
diligence process for loan sales # 2 and #3, TUG completed 94 appraisi;lls, over a period of
five (5) months, in Florida, Georgia, South Carolina and North Carolina, TUG met SBA
compressed delivery dates.
While TUG primarily works for publiC sector clients, we also service non-profit corporations
receiving publiC funds. TUG has provided a myriad of real estatEl related services that have
served to compliment governmElntally funded housing, community development and right-of-
way efforts; and we do it by providing the very highest IElvel of quality assurance and control.
In relationship to the City of Boynton Beach, and in particular to this projElct, we also have
experience and qualified staff to. review appraisals, and Phase I Environmental Studies, and
closing facilitators to review title and do closing research. Furthermore, As Housing and
Community Redevelopment consultants, TUG brings a clear understanding and perspective of
local real estate markets and can research data, prepare feasibility studies and analyze real
estate,
TUG
use or disdosureof data contained on this sheet Is subject to the restrIcl:Ion on the UtJe page of this proposal
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Property Management
r;':<-oo
TUG property management activities have ranged from demolition supervisory services, to
. inventorying surplus property, to leasing and rent collection. At the Land Acquisition Program
for the Broward. County Aviation. [)epartment, TUG mcmaged four (4) mobile home parks
acquired through condemnation, .After acquiring their mobile homes, prior owners became
tenants and paid rent for the mobile home lot.
In an all out effort to prevent "condemnation blight" from deteriorating surrounding homes,
TUG maintenance personnel. preserved and protected all homes purchased by the County
during the project. ThiS . inhibited vandalism and curtaIled . dumping. After supervising
demolition activilijes, TUG continLJedt() maintain. vacant. lands,.a. portion of which. was made
into a linear park weaving along the north bank of the Davie Cut()ff Canal.
All property owners had the option of leasing . back their property until replacement housing
was secured, or they relocated. TuG prepared all residential leases, whIle the County
Attorney's offlcepreparedcommer<:ialle~s.es,Eyictions were initiated.by TUG, Rents collected
from tenants in this project WaS pl;atedin the County's GeneraLfundand used to offset bond
and federal funds used in the project.
TUG wasthe Real Estate Asset Manager (REAM) contractor for the U.S Department of HUD
real estate owned (REO), For fiUD, TUG was the Real Property Asset Manager of FHA
foreclosures in Miami-Dade, and Sroward. Counties. SelVices included: Property Protection .and
Preservation. Responsible to prepare appraisals of all FHA f()reqlosed property acquired and
conveyed into inventory, M<:inage<:ustody held properties.PrepCilred Comparable Market
Analysis used by HUD GTR to. establish listing prices of HUD homes. for sale. Keeping
properties in appealing and ReaclY to Show condition. Develpping linkage to real estate
industry. Subcontractcoordinati()n for debris removal, grounds care, and roof inspections,
Code violation appeal representation:
Included In this RFQ a~~
Project Profiles anti Rele~nceso'slmllar services. {Past andPrlor Experience, Exhibit rrJ.
Integrity,Fiduciary, Accountability
Working in the government arena, TUG understands the special nature of its relationship with
it clients, As custodians of proprietary and public documents, files will be prepared and
TUG
Use or dlsc:losure of data contained 00 this sheet IS subject to the restrktiOfl on the tltle page of this proposal
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handled in a secure setting for transfer to the City at a designated time, or at the end of the
f".", project, TUG real estate files will be stored for five years,
All requests for information by the public will be forwarded to the City and TUG release no
proprietary information without approval by the City. In the case of acquisition, when notice is
given to make offers on properties, TUG staff will disclose that they are single agents for the
City (Buyer),
Background checks. were completed on all staff and vendors, TUG has always sought to avoid
any perception of a Conflict of Interest. When TUG discovered a subcontractor placed a
pl.lrchase contract on .USMSproperty,TUG reported this.td. USM$,.and.the sale was cancelled.
This eliminated any. question of impropriety in the transaction.
In. governmental projects, (and. the United State$ MarShals Service contact is a good example),
after several government auqits.by USMS IDspectorGeneral's office, the project had no
finqiDgs. InuSMScontacts allrentalincomestatements balanced witt)out ever a discrepancy,
TlIGpaidinvoicesforUSMSu$ing aj~intlyheldaccount,andsweep funds at the end of the
each month, The IG foundaCCQunts complete and balanced.
Compliance with Deliveral)les:
TUG meets contact requirements and "Does what it says", TUG has met all road certification
dates for all parcels on all FDOT contract$_ The Florida Turnpike Acquisition project was
certified two months early, In. the St. Lucie County Ridgehaven Land Acquisition project, all
102 voluntary acquisition notiCeS were delivered and households interviewed within sixty (60)
days of notice to proceed. For instance in USMS contracts, closing proceeds are always
delivered the next business day to USMS office, At least one inspection completed per month
per property, 100% of the time, 100% of all MLS listings installed within five calendar days
inclu$ive of all propertyinformation; Marketing and Management plans delivered within five
days of Disposal Task order, 100% of the time, Ustings on web page by next business day,
Earnest Money deposits and rent collections placed into Escrow Account by the second
banking day, 100 % of time. Invoice delivered by tenth of the month. Activity Log entered '1n
all q)ntacts relating to property management and real estate sales. Emergencies handled
within twenty-four hours.
Knowledge Palm Beach CountyR.eal Estate
TUG is negotiating, selling and doing comparative market analysis of real estate for several
projects in Palm Beach County, which has relevance to this Real Estate Administrator project
for the City of Boynton Beach, Profiles of these projects are also included in this response.
TUG is an associate member of the West Palm Beach Board of Realtors and can access the
~ Multiple Listing Service (MLS), and subscribes to First American Real Estate Solutions, Data
Base Service.
TUG
Use or dlsdosure of data c:ontalnedon this sheet IS subject to the restriction on the title page of this proposal
TUG staff is currently conducting negotiations of right of way on commercial, residential, and
:='~ industrial (improved and unimproved) on over 400 parcels in Palm Beach County. And TUG
i has completed negotiations on projects in Lake Worth on Dixie Highway and on Southern
.. Boulevard in unincorporated Palm Beach County (West Palm Beach), Negotiations of parcels
are always .initiated with offers established by independent appraisals.
As development consu.ltants for the Catholic Diocese of Palm Beach, TUG has provide advisory
real estate de\ll'llopment services to the Diocese in developing four housing projects
comprising of 447 multifamily units,
FOOT acquisitions included. purchase ofa variety of types of real estate in Palm Beach County,
These include:
. Utility easements
. Aviation easements
. Drainage easements
. Landscape easements
. Industrial.improved (with demolition and without demolition
. Industrial unimproved (with demolition and without demolition)
. Commercial improved (with demolition and without demolition) .
. Commercial unimproved
. Residential improved (with demolition and without demolition
. ReSidential unimproved
. Mobile Homes (with demolition and without demolition)
Real Estate Transaction Problem Solving Innovations,
Examples:
CLOSING PROBLEM, Upon review of Forfeiture and Seizure documents, subject property was
shown by address only, Without a legal description, no title insurance. would be issued, All
Subject documents showed the property address, Amending Final Order of Forfeiture would be
difficult
SOLUTION: TUG was able to prepare and get an executed Deed from the defendant, who was
in Federal Prison. TUG staff spoke to the Prisoner Warden and sent him the Deed with
instructions, He got the Deed signed, witnessed, and notarized, USMS was able to clear title
and close,
CLOSING PROBLEM: Several years before the Forfeiture, a prior Deed in the chain of title
omitted the block number of the subdivision. Florida law requires that recorded documents
show the name of the person who prepared the document.
F""""^
TUG
Use or dIsdosure of data contained On this sheet is subject to the restriction on the title page of this proposal
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SOLlmON: TUG located the attorney who prepared the defective deed and secured a
A'" Scrivener's Affidavit setting forth that it was an error leaving out the block number and
reflected the correct legal description, This cleared the title and the government was able to
close,
Insurance and Risk Management
TUG maintains a Specialty Professional Liability Policy covered by TUDOR INSURANCE
COMPANY, with a $250,000 limit of liability coverage,
General Liability aggregate of . $2,000,000,. and Workers Compensations aggregate of
$1,500,000, and Automobile Liability for $1,000,()00, is covered by Liberty Mutual,
Employees of The Urban Group, have security access authorizations for the Florida
Department ofTransportation, and US Dlilpartment of BUD, databases,
As is the nature of our Real Estate consultant contracts with the Federal Government,
employees have background checks.
All TUG employees working in the field are required to wear company Identification Badges,
The Urban Group institutes a Drug Free employment policy, which tests employees for
substance abuse,
Our insurance policies will show the City of Boynton Beach as additional certificate holder.
Included in this RFQ are:
Recommendation letters, performance ratings and other additional Information, (Supplemental
Information, Exhibit III).
TUG
USe or cRsdosure of data contained on thIS sheet is subject to the restriction on the title page of thiS proposal
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PROFESSIONAl.. STAFF
Core TEAM Structure
A key to achieving success is assemblinga strong core team that can effectively manage all
aspects of the scope of work in the project, efficiently motivate staff through proven
management techniques and resolve project issues without undue efforts placed on City staff
and administration, Our core group meets these criterion. A complement of staff experienced
in real estate related services for governmentalagenoes,will surround this core staff,
The members of the core team who will be dedicated to this project are:
Supervising Project Manager - Howard W, Steinholz
(Contract Manager)
Mr, Howard Steinholz has been a real estate broker for eighteen (18) years, but his twenty-
two (22) year.. career has primarily.. been related to work involving real property, His
background and experience is steeped in government related projects as an .urban planner. As
the principal oLthe firm he has been involved in community development projects for
municipalities including the City Qf Hialeah, Broward, Palm Bea.ch and Miami-Dade Counties,
where he managed projects, He has extensive experience as an acquisition negotiator, and
facilitated ,settlements and .c1osings on hundreds properties, His is recognized asa stong
"hands on" project managerwhq knows the. necessity of gooc! communication between the
government client and project staff, with reportingasa key element of achieving confidence,
He will be the "Point of Oontract" for City staff and administration. He will see that delivery
dates are met find. all assignments are timely cmdon schedule. In this capacity, he has
managed other right-of-waY consultants, superviSed acquisitilpnagentsand trainees, and
coordinated project work, For the firm, he implemented Quality Assurance and QualitY Control
programs, He had the project :oversi~ht r~pl)nSipility for Right-Of-Way projects to maintain
complianceofacquisitionacti.\(i~es on SR80 and SR 710 (Palm Beach Oounty), with over 250
parcels, He will attend closings;
Project Administrator- James Nardi
(Program Managell1ent)
Mr. Nardi has been with The Urban Group since 1991. A licensed real estate salesperson, he is
a certified Asbestos Surveyor/Planner. His career in government projects has been extensive,
As a senior Acquisition Agent he negotiated, easements, full and partial takes on the FOOT SR
805 Dixie Highway project in Lake Worth. He was the Project Manager for Property
Management Services for the BrowardCounty Aviation Department Land Acquisition Program.
There he superVised demolition, .asbestos removal, and environmental Phase cine studies on
structures in the project, For three (3) years he was responsible for oversight of all leased
back proPe!ties, This project acquired over 800 parcels that included residential single family
and multifamily, commerdal, industrial, improved and unimproved property types. He
managed a project to inventory FOOT surplus property and identify excess surplus property IN
TUG
Use Or dIsclosure of data contained on this sheetlssubject to the resbictIon on the title page of'thlsproposal
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District Four, Mr, Nardi will head up project scheduling and reporting data base development
~ and maintenance, In other projects he has created reporting programs that are tracked project
activities through a Production Status Reports (PSR),
Project Manager/Acquisition-- Kevin Liston
(Title and Closing Facilitator)
Mr, Liston has long history working in the real estate industry, In his for over 27 years of
experience he has worked in title underwriting, real estate sales, and government asset
management. He is the Project Manager for TUG in the United States Marshals Service (USMS)
Forfeited Real Estate Asset Disposal and Management contract, He has negotiated the sale of
approximately $18 million dollars of government Qwned properties, He prepares aU offers
present~dto thegpvernment,. and negotiates for the USr-'lS,. He. prepares settlement
justifications toestablishbestam:l final offers. For this project Mr. Liston, will be assigned as
projE!Ct TItle ano ClOsing FacUit9tor. As the Project Manager for .the \Jnited States .Marsnals
Service contract; he \',forkeddosely with U.s. attDmeys,.mdpri"ate sector attorneys to close
properties, Early in the process, and. before any title searches ar~. requesteO, Mr. Liston will
access the Palm Beach County Property Appraisers office tax roll i\')formation to.. check. on IRS
tax status documentation, or if fines on subject properties are owned..
He handled disposal of HUD REO properties.for the Coral Gabl~sHUD office, and worked to
resolve code enforcement liens encumbering these properties. He supervised HUD properties
r'", in I3rowardCounty, with an average yearly inventory of over 2000 homes, He reviewed all
HUD sales contracts. He will attend Closings,
Project Manager for Subconsultants- Joseph Miller, ASA
(Negotiations, Appraisal Review, Subconsultant Management)
Mr. Miller's background includes 18 years of experience in real estate acquisition, appraisal and
litigation for governmental and private sector projects, His primary focus has been related to
Appraisal, Consultation and Litigation Support for Eminent Domain and other types of
acquisition projects during this time period. During his career Mr. Miller has prepared
appraisals or provided significant profesSional assistance on over 1,000 parcels. Mr,Mi/ler has
been the Appraiser of Record on three (3) projects for the Florida Department of
Transportation (DistrictIV), ano on another twenty-five major projects for a variety of clients
incluoing:Countygovernments, Cities, and other condemning agencies such as South Florida
Water Management District, and the Florida Department of Environmental Protection, He has
been an expert witness on numerous property trials
Senio.r Acqui$ition Specialist- Rosemary Monaco SR/WA
(Negotiations and property Management)
Ms, Monaco started her career in the right-of-way field for FDOT in 1987, During the ensuing
fourteen (14) years of experience she worked for FOOT in various capacities ranging from
agent to Consultant Project Manager, Since joining TUG in 1996 she has worked as Project
Manager on the Florida Turnpike SR 80 (Southern Boulevard) Interchange, and SR 80 ROW
project from Military Trail to the Turnpike, She has worked in various aspects of ROW
TUG
USeordlsOOsure of data contaii1<<lon this sheet Is subject b:l the restn:tionon the title page of this propOsal
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including relocation and property management. A highly Skilled negotiator, she has
r',," demonstrated abilities to make settlements and has one of the company's highest acquisition
settlement rates, over 70%, While at working for FDOT she worked on leasing surplus
property for the department. Combined with her project management skills her involvement
will be a valuable asset to the team.
SeniotProperty Specialist 4gent-Brian Gorham
(Property Management, Negotiations)
Mr, Gorham has eight (8) years of experience in acquisition, right-of way, and related real
estate. activities, He isa licensed real estate agent, and a state certified appraiser, Armed with
thiSknowledge.and e)(perienceOf acquisition, he has prepared cost estimates for FDOT right-
of-way acq.uisition projects. AS an acq\.lisitionagent on the SR 80 project, he has made
settlements on all the required. easements...he was assign to acquire, He is.a certified Asbestos
Surveyorf. Managemel1t Planner, and .is responsible. for. prqperty .management activities at the
SR 7:macquisitioD, relqC8tionand prqperty Olal1agement project for TUG, He is supervising
property mal1agementtorem9veninej:y~five mobile homes and four buildings at the Port Of
palm mobi,lehome park in Riviera Beach, .
Classification
Personnel
EXDerience level
r~
Core TEAM
Other staff:
Right-of-Way. Management
QA/QC
Property Management
Acquisition and Negotiations
Acquisition and Negotiations
LeaSing/Surplus Properties
PrOperty Management/Leasing
Data Processing
Production Reports
listed above
98 years
Bruce Bradley SR/WA
Alan Kameron SR/WA
Florence Green SR/WA
Barry Lazarus
Grant Epstein SR/WA
Diane Mason SR/WA
Magaly Pinares
Fanny Ramirez
Dianne Judge
11years
12 years
18 years
10 years
13 years
8 years
9 years
3 Years
10 years
TOTAL Years
192 years
Included in this RFQ are:
prol'e~ional Profiles 0' Key Personnel. (Staff Profiles. Exhibit IV),
,~]Ip
c._+'"""
TUG
Use-orc\lsdoSUre-ofdala contained on thissheet-ts subject to therestrlctioo on the title page: ofttlls ptOIXlSi!I
City of Boynton Beach
Real Estate Administrator
T14E URBAN GROUP, INC,
TECHNICAL APPROACH
,
ApDroach/Methodoloav:
The Urban Group, Inc, (TUG) !-Ising a team approach, will assist the City of Boynton
Beach (City) by performing'in the capacity of its Real Estate Administrator, Our mission
will be to help the City in it's goal to enhance the land acquisition, property
management, data management, and space facilities management capabilities, by
contracting Real Estate Administration SelVices (Project). The objective of TUG is to
facilitate the acquisition and management of properties under the City's jurisdiction and
ownership. Since acquisition will be for public purpose and necessity, TUG will seek to
find "willing sellers" for this acquisition program. It is our understanding from the RFQ
that the Oty will have: citywide projects for these real estate consultant services,
TUG has the prior experience, sufficient capable staff, and resources available for this
project. In the event we are given a notice to proceed on multiple assignments, we
have the ability to engage staff to handle the work, We have proposed highly regarded
project managers, (Discussed in detail in the Profiles and Qualifications, and Experience
Sections and Exhibits of this Statement of Qualifications), who have the experience to
manage and coordinate. the real estate. relilted acj:ivities in this project, Each manager
will oversee one of the projects, with a pool of agents to conduct negotiations, provide
property managemllnt, and database services, We. believe we. can provide superior
selVice by not maving to rely on findirig available agents, or ir:1creasing workloads for
agents that would jeopardize the quality of performance,
To summarize the requirements of the. cOnsultant in the RFQ, we understand that the
consultant will provide Real Estate Administration Services, which may include:
V""""
. Proyidecor:1sl.:Jlting . services to . acquire.. tl1roLJgh voluntary acquisition fee simple
parcels, utility easements, right-of:-way for City use, and publiC purposes and
necessity ,
. UJpor:1identiftcationby the City of an assignment ora property it desires to acquire,
and prior to disclosure, seek out willingne~ pfo)Nner to sell property,
. Preser:1tatioryin person, or byceltifie<i rnail{ifowner is absent or out ottown), ofthe
City'S offer to purchase property and to conduct. negotiations based on an approved
appraisql provided by the City.
. Ongoing :negl)tiati9n for .a settlement~ntilimpasse is reached, or if the City
determines to proceed with involuntary acquisition,
. ReView .ptles.,legal descriptions andiclosing~tements
TUG
Use or disqlosure of data contained On this sheet Is subject to the restriction on the title page of tns proposal
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. Availability to attend real estate closings.
. Adherence to Rodda Statute~ Chapter 475, and State and City's acquisition
procedures and use of document forms in acquiring land for the City,
. Prepare studies, do research, and analyses, and reports relating to real estate to be
acqlJi red ,
. Compi.ledataand perform market analysis, identify market trends and make
recommendations to the City regarding rea;! estate opportunities,
. Provide oversight management of conslJltant professional services for appraisers,
surveyors, environmental engineers, title attorneys or underwriters, closing agents.
. Providing a ProdtlctionStatus Repolt(P5..R)tiJ.at monitors the acquisition activities of
the project. (Please refer to. the Sup.Plementa'.Information Exhibit III reference
section of this proposal for a sample ofaPSR.)
. Providing propertymanagementconsl.dtaj"lt services for City owned property when
required, . which mayincluqe p~pariq~ leases, collecting custodial fees, and
reviewing balanceshee~, SpacepJanningiofexisting facilities,
. Provide inventory and i dj~Pcosalservic~of surplus properties,
. Provide data and inforlTlation management services, Maintaining the City's Landfile
through control and secured access,
. Coordinate file uPdat$, data input, data conversion with Palm Beach County
Property .Appraisers office and City's CIS Division,
. Prov.iqe trained. andqualifi~q personnel to perform outsourced Information
Technology Services,
. Maintaining a detailed cost summary/invoicing system to account for all
expenqitures.
. Estabilshment of a City-approved format for record keeping, maintaining files and
documents.
. To service the public, TUG will provide bilingual staff and a toll-free telephone
number.
. If required, providing relocation assistance to any potential residential, business or
Outdoor Advertising signs displaced as a result of acquisition,
We also understand that the City will provide:
. Appraisals, title searches and commitments, legal descriptions, and, any other
available information regarding the project or property,
. Assistance/consultation of City staff including its legal department for the purposes
of acquiring lands for the City,
. Sole responsibility for obtaining funds for the acquisition costs of the lands to be
acquired for projects,
. Responsibilities for acquisition when negotiations reach an impasse or require
condemnation,
TUG
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The following section illustrates our further understanding of the City's requirements for
Real Estate Administration activities.
Acouisition
'-.~""...
Once the Notice to Proceed is issued, TUG will coordinate resources to begin the
projects, assignment or task, Database programs will be assembled, A kick-off meeting
will be scheduled as soon as possible for the purpose of introducing staff and to
establish guidelines, procedures and lines of communication, We will request that
representatives from the City attend to discuss relevant information regarding the
purpose of the prqjects and any other critical.areas of concern, We will also invite the
appraisers since they will be an important resource during negotiations with the
landowners, We wifi discuss project $chedules, milestones and specific tasks that will
need to be coordinated in. order to complete the projects, By proper planning and
organization in the.early stage of the. projectS, we will establish a good foundation for
success,and a better likelihood of finding willing sellers,
Prior to receiving the approved appraisals from the City, team Project Managers will
establish assignments and respo;nsibHities of the team members, Once an approved
appraisal is received, the Project Manager will notify the agent and support staff of the
assignment. The parcel will be considered ;ah active file and will be tracked thereafter
within our production Status RepOlt a tract .and project file wiU be set up, and the
project information will be inputted into dat;l systems, in accordance with procedures.
Depending upon the volume of parcels, proc!uction meetings will be held monthly or bi-
monthly between the Project Managers and City staff, The Project Managers will then
provide a Production Status Repoitto the citY, in which the current status of acquisition
activities, and the projection of future activities, will be identified,
The main responsibiHty of the project Manq~er is to overSE!e the project and staff; to
assure that schedules . and milestones iiilre beingacliieved; and, to maintain
communications with the City and Jp; staff; Nevertheless, Project Managers will also
have their share of parcels to negotiate,
We have senior acquisition agents who will assist the Project Managers in the day-to-
day activities of the.. project, Besides handling the acquisition of parcels, these
individuals will provide support for the acqli1isition agents assigned to the project (e,g.
reviewing any counteroffer from the property owner).
In order to ensure the quality of work ancf documentation, a senior acquisition agent
will serve as a Quality Assurance/Quality C()ntrol examiner, This serves as a check and
balance for the. documentation . that will. !be. assembled throughout the acquisition
process, It also ensures that the approp~ate documentation is being completed for
each required task,
TUG
use or di~' of data contained on this sheet Is subject to the restriCtiOn on the title page of this proposal
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Acquisition agents assigned to a project will make every reasonable effort to acquire
property for the City through a negotiated acquisition and a closing by deeq. Upon
receiving a parcel assignment, the agent will undertake certain steps in conducting land
acquisition negotiations:
. Order the last deed of record
. Deliver City's letter of information on the purpose of acquisition and City's
process of acquisition,
. Request owners complete and return all applicable forms, including property
inspection,
. Review all title work, including last deed of record, maps, plans, and any
other source material available so as to develop an understanding of the
condition oftitle, the characteristics of the subject property, and the effect of
the proposed acquisition on any remainder lands to be retained by its
present owner,
. If possible, perform a field inspection of. the subject property to identify any
errors or discrepancies in the source materials,
. Request authorization to begin negotiations,
. Determine the need for a City strategy meeting,
. Schedule an appointment with the owner at a time and place convenient to
the owner; otherwise, the offer will. be presented by certified mail, Atthe
appointment or in a cover letter, the agent will explain the project to the
owner and present a written offer to purchase the parcel. The offer will
contain an identification of the estate in land to be acquired, and a
breakdown of the offer into its component parts (i,e" land improvements,
severance damages and costs of cure).
. Provide Data Systems update,
. The agent will secure the owner's signature on a purchase agreement or will
thereafter maintain regular follow up with the owner in an ongoing
negotiation until an agreement is reached or a decision is made by the City
to end negotiations or that a condemnation action must be filed,
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. When a reasonable settlement. is reached, the agent will forward all required
forms and documents (including a justification for administrative increase
when the agreement is above appraised value) to the City for its review and
approval.
TUG
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. In those cases in which a negotiated settlement cannot be reached, the
agent will assemble and return the parcel file to the City,
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. Attend the real estate closing,
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. After the closing, the agentwill deliver all ex.ecuted documents to the office
of theClerk.ofthe.Circuit Court for recording in the publiC records and that
City number is given,
Appraisal Reviews
. Study the approved appraisal . report for an understanding of the City's
opinion of market value ~nd th~basisupon which that opinion is derived,
including,but not. . limited to, insuring that any reservations on any part of
the property be appraised,
Title and Closing Facilitation
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. A project Title and Closing Facilitator will be assigned to this project to work
with th.e City attorneys and private sector attorneys to aSSist in closing
properties, Early in the process, and before any title searches are
requested, the Facilitator will access the Palm Beach County Property
Appraisers office> tax roll information to check on IRS tax exempt status
documentation, or if taxes on subject properties are owned, He will identify
liens and seek to resolve them.
Core TEAM Structure
A key to achieving success is assembling. a strong TEAM that can effectively manage all
aspects of the$cope of work in the project, efficiently motivate staff through proven
management techniques and resolve project issues without undue efforts placed on City
staff and administration. We will utilize a Core Team of managers with deep experience
in the work disciplines required for this project. A complement of staff experiences in
real estate related services for governmental agencies, will surround this core staff.
(Staffing is further discussed in the Staffing Section of this RFQ. Profiles of proposed
staff are included in Exhibit IV),
Project Manaaement
. The Urban Group clearly recognizes that the Project Manager is crucial to the success of
any project, For this reason, TUG will designate the Supervising Project Manager as the
firm's single point of contact, responsible for a project, Project Managers be designated
to perform oversight in work areas of Acquisition,. Property Management, Information
Technology Services, Closing and TItle Facilitation. Managers will follow through by
TUG
Use or dIsdosun! of data contained on this sheet Is subject to the restriction on the title page of this proposal
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closely monitoring the work effort, . They will make sure that tasks are clearly identifiedt
scheduled and assigned to qualified individuals such that all work is accomplished in a
timely manner and with maximum efficiency of resources, Our Project Managers
understand the importance of maintaining good communications with the c1ientt staff
and any of the project subconsultants,
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Senior acquisition agents will assist Project Managers in some of the administrative
functions of the project, They will be committed to this project and will supervise day-
to-day activities, They also have a support role in all areas of responsibilities in
production, control and acquisition, SpecificallYt they will be the first lines of review of
administrative .settlement reCommendations and they will prepare for Produdion Status
Reports (PSR).
InFormation Techn%ay Sel1'ices and RecortlsMaintenance
To gather marketing and sales information TUG will use various sources to gain
information. TUG is an associate member of the Greater West Palm Beach and Fort
Lauderdale Board of Realtorst and has access to the Multiple Listing Services (MLS)t and
First American Real Estate Solutions Property Data Computer Services. TUG specializes
in providing real estate related services, TUG personnel will responsible for maintaining
the City of Boynton Beach Landfile though controlled access to the City's Server, A
Property Management Specialists.will be may be stationed at the City to input new
address and parcel data obtain form the City Engineering Department and the Palm
Beach County Appraisers office,
After establishing authorizationt and with sufficient "fire wall't protectiont the system
may be networked usingCITRIX Remote Access capabilities. TUG currently usesCITRIX
in their networking system.
TUG places strong emphasis on generating timelyt accurate records, Our records will
be consistent with the City'spalicies. Parcel informationt data and other records will be
imputed and stored on a computer database system as authorized by the City, TUG will
create hard disks and back up the system daily,
Each task assignment will be separately coded with parcel informationt datat contact
sheets and other recorqs reflective of that Task Assignment. Computer data will be
stored on CD-ROM ,or computer disks, Back-ups are stored. in a fireproof safe with
copies placed in a bank security vault every two weeks, Agent files are color coded to
distinguish between acquisitiont re.locationt and property management. All files will be
kept current and available for the City'S review at any time. All inquiries from the public
for file review will be routed through the City's publlc .information officer or designee,
TUG will proVide the City with valid and timely information. Staff will submit
information on standard forms to input directly into the City's databaset by password
authorized staff, TUG recognizes the importance of Valid and timely input for the City's
TUG
Use or d/sckiSUreofdata contalnedon this sheet is subjec:tto the restrictIOn on the title page of this proposaJ
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reporting, and commit to uphold the. integrity of the system, A final input and quality
check will be made of all applicable databases and hard copy files.
If the need arises, TUG has the technology to remotely access any City authorized
software application from the field or home office, through Citrix, Metaframe,
ProllertvManauement
Property Management functions will be administered by the Project Manager, A
Property Management Specialist will prepare lease recommendations, collect rent and
managementfees, All fees collected will be placed in an operating account jointly held
with the City,. in aFDICinsured local. bank, Funds will be "swept" into the City'S general
account each month, Original bank statements will be directly sent to the City,
A . property Specialist . will directly. handle general.. property management responsibilities
of City-held properties. TUG staff will make monthly inspections .of City-managed
properties, Emergencies will. be addressed 24 hours a day, 7 days a.. week, An
"Emergency" call numberwUL be available.. All emergencies will be reported the next
business day tothe designated City staff person via a "Flash Report",
Managing citywide space planning will be coordinated through this office in conjunction
with City staff,
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Public Information
Information and discussions that are proprietary will be maintained as confidential.
During negotiations, disclosures will be governed by TUG's fiduciary responsibilities to
the City, and requirements of Florida Statutes 475, Regarding real estate practices and
procedures, TUG will contact the City if any requests for information are received, and
will follow the City's direction,
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TUG
Use: or discIOSUre.ofdata contained on.thiS sheet Is subject tQ-the restriction on the titJe.page of this proposal