CITY OF WEST BEND. Quote: Q15-02
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1 CITY OF WEST BEND Quote: Q15-02 Trenton Road Bridge and CTH G Sidewalk Property Acquisitions (Trenton Road Bridge Utility and Street Improvements and CTH G Sidewalk Extension) A. INTRODUCTION The City of West Bend is interested in obtaining the services of a Real Estate Consulting/Appraisal Firm to provide real estate appraisal services and negotiation in conjunction with the acquisition of easements and real property to facilitate the construction of the Trenton Road Bridge Municipal Utility/Street Extension project and the CTH G Sidewalk Extension project within the City of West Bend, Washington County, Wisconsin. Interested parties are encouraged to provide a proposal for either property negotiation or appraisal services or a combination bid for both property negotiation and appraisal services (Complete Bid Proposal Page 6). Proposals due January 30, 2015 by 1:00 p.m. The City of West Bend will select the bid(s) that is/are most advantageous to the City, considering the costs of services, timeline for performance and work scope. B. REAL ESTATE CONSULTANT/APPRAISAL ELIGIBILITY REQUIREMENTS To be considered for the project, the firm or individual must have a minimum of five (5) years of experience in appraisal and/or negotiation work. C. SCOPE OF SERVICES AND SPECIAL PROVISIONS 1. The Consultant/Appraiser agrees to provide reports and supporting documents, appraisals, negotiation and acquisition services to the City in conformance with Wisconsin State Statutes of Eminent Domain, other appropriate state and federal laws, policies and guidelines where applicable. 2. The Consultant/Appraiser represents that they are qualified and able to perform the services required. 3. A total of 15 parcels are involved with both construction project(s) as enumerated upon the accompanying spreadsheet and project location map. 4. Bids shall be valid for a period of 60 calendar days after submission. 1
2 D. CITY OF WEST BEND RESPONSIBILITIES 1. The City of West Bend shall delineate the taking area by field survey prior to requiring Consultant/Appraiser to commence negotiations. 2. The City Engineer and/or Attorney shall meet with the Consultant/Appraiser, on an as needed basis, to review file material pertinent to the acquisition process. 3. The City of West Bend shall provide the Consultant/Appraiser with the following: Construction plans, profiles and cross-sections, as available Legal descriptions for all easements and ROWs to be acquired 4. The City of West Bend shall record all acquisition documents and shall assist with the various activities required, when need is identified. E. CONSULTANT/APPRAISER RESPONSIBILITIES 1. Provide the title report. 2. Provide substantiation for work efforts to be reviewed by the City of West Bend. 3. There are no relocations involved with this project. 4. Provide to the City of West Bend the names and resumes of the appraiser and negotiator. 5. The principal contact(s), the appraiser and negotiator shall meet with the City of West Bend personnel before any work can commence. 6. Provide all necessary forms as outlined in the LPA Manual for all aspects of appraisals and negotiations, as applicable. 7. The appraiser for each parcel shall be a certified general appraiser by the State of Wisconsin. The appraiser s certification and experience shall be related to the specific property type of each parcel. 8. The Short Form appraisal process may be used for the flowage easements, permanent, temporary limited easements and the restrictive development easement to be procured. 9. The Long Form appraisal documents, including narratives, shall be used as provided by the City for both fee simple and ROW acquisitions. 10. The Consultant will send out the Offering Price Letter and copy the City of West Bend. 2
3 11. The Consultant is responsible for Partial Release forms. 12. Within twenty (20) working days of the receipt of the Notice to Proceed, the Consultant shall have contacted all parcel owners, as described within the attachment. In addition: a. The Consultant shall perform assigned field activities in a professional manner. b. The Consultant shall maintain detailed negotiation diaries. c. The Consultant shall proceed with basic negotiation steps as required by state and federal regulations. 13. The Consultant shall submit a copy of property owners appraisals to the City with the Consultant s reviews and recommendations. An invoice and recommendation for payment or non-payment of the owners appraisal fee shall be submitted to the City for consideration. 14. For the property owner to be eligible for appraisal and payment, the appraisal must be delivered to the Consultant or the City within the constraints set forth in Wisconsin State Statutes. 15. When the revised Offers appear warranted, submit to the City for review. When an increase in the approved Offer (based on justification) is proposed, the Consultant shall present to the Owner the approved Settlement or revised Offer in writing. Follow normal negotiation procedures as outlined in Wisconsin State Statutes. 16. If a voluntary settlement cannot be reached, the Consultant shall prepared documents for acquisition under Wisconsin Statutes of Eminent Domain, which shall include the drafting of related documents (i.e., Jurisdictional Offer, Lis Pendens, Award of Damages, etc.). 17. The Consultant shall update title reports for each parcel, prior to the closing of each parcel. 18. The Consultant shall assume responsibility for the final disposition of the acquisition including negotiation notes, required memos, letters, vouchers, payment, all closing or condemnation actions required and shall deliver the acquisition documents to the City of West Bend. F. PROJECT SCHEDULE 1. Consultants shall submit their proposals by January 30, Consultant selection is intended to be completed and the contract awarded by February 16,
4 3. Property appraisals to be completed within 90 calendar days after award and execution of Service Agreement. 4. Property negotiations will commence upon receiving the appraisals and Council approval to proceed. Work efforts are to be concluded within 120 calendar days thereafter. G. CONTRACT The firm(s) that is/are awarded this contract shall be required to enter into a standard City of West Bend Contract for Professional Services. The selected Consultant/Appraiser will be required to provide indemnification to the City of West Bend and provide the following types of insurance, with form subject to the Engineering Department s approval: Worker s Compensation Bodily Injury, Death and Property Liability Professional Liability H. SUBMISSION OF BID Two (2) copies must be submitted in a sealed envelope by 1:00 p.m. on Friday, January 30, 2015 to the attention of: City of West Bend Office of the City Clerk 1115 S. Main Street West Bend, WI The bid envelope shall be marked Bid for Right-of-Way Acquisition Trenton Road Project. The Consultant s/appraiser s name should be clearly marked on the envelope. Proposals that are received after the above date and time will be rejected. I. BID CONTENTS Each bid shall contain: Bid The bid documents contained within these documents completed in full. References 4
5 J. QUESTIONS Should you have any questions regarding this Request for Bids, please contact Craig J. Kunkel, P.E., at the City of West Bend Engineering Division, or direct line at K. GENERAL CONSIDERATIONS The City of West Bend shall have the right of cancellation under the terms of this agreement in the event that the progress or quality of the Consultant s/appraiser s work is unsatisfactory, or in the event of changes in the City of West Bend plans which negate the necessity for such negotiations, by giving notice by mail to the Consultant/Appraiser, and shall be liable for payment for work completed only to the date of the receipt of such notice by the Consultant/Appraiser. The Consultant/Appraiser certifies that s/he has no direct or indirect, present or contemplated personal interest in the parcel assigned and that s/he will not in any way derive benefit from the acquisitions of such properties. The Consultant/Appraiser agrees that it 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. 5
6 BID DOCUMENTS City of West Bend Quote Q15-02 Trenton Road Bridge and CTH G Sidewalk Property Acquisitions (Trenton Road Bridge Utility and Street Improvements and CTH G Sidewalk Extension) Name: Contact: Phone Number: Appraisals, Negotiations and Acquisition Services Parcel Owner Rights to be Acquired Negotiation Fee 01/02 Zimdars Living Trust Fee Simple Title ROW Flowage Easement Permanent and Temporary Easement(s) and 14 Wiedmeyer Family Trust Fee Simple Title ROW Permanent and Temporary Easement(s) Restrictive Development Easement 3-13 Various Owners Flowage Easements Appraisal Fee 17 Woody s West Side LLC Fee Simple Title - ROW Totals Service Appraisals, Negotiations and Acquisition Services $ Cost Please include a separate page with billing rates for employees who may provide services beyond the scope of this proposal. 6
7 Trenton Road and Bridge - Land acquisition map MUNICIPAL DR SCENIC DR E T ATE S G N I W ENTERP DR S RIVER RD DR DS W V IE OK R ER D T A EW EDG CREE KWO OD D R 02 PINTAIL DR 12 RISE ST 01 S TRENTON RD O BR E RE ARBOR POINT AVE 07 PLE AND TLE needed properties 01, 14, 15 and 16 Restricitve development easement also needed on property REDWOOD ST 0 E DECORAH RD HAEN DR Right-of-way needed properties 01 and 14 AERIAL DR 06 N TRENTON RD STOCKHAUSEN LN CHOPPER DR N RIVER RD E WASHINGTON ST STH 33 E WASHINGTON ST EARL STIER DR Flowage easement needed properties 01 through 13 ROBIN ST DECORAH RD DECORAH RD Feet E DECORAH RD AERIAL PHOTO: 2013 CITY OF WEST BEND - Engineering Division - October 2014
8 TRENTON ROAD AND BRIDGE PROJECT List of properties on resolution No. 15 of the City of West Bend Common Council (Relocation Order for the Construction of Trenton Road and Bridge) Property information acquired/verified by the means of the Washington County database using their online interactive map tool: List of properties for which flowage easement are needed Text in bold and red indicates a change from the original list established in th early 2000's Tax Key # Property Address First Name Last Name Mailing Address City State Zip 01 T Decorah Road Harold & Joanne Zimdars Living Trust 2086 Decorah Road West Bend WI T B Vacant CTH I Harold & Joanne Zimdars Living Trust 2086 Decorah Road West Bend WI E. Washington Street Rivereast 814 W. Badger Lane West Bend WI T B STH 33 E Paul Ziegler REV LIV TRUST 2367 STH 33 E West Bend WI T D STH 33 E Bonnie K & Brian M Feltz 2347 STH 33 E West Bend WI T U 6463 Scenic Drive E. Glen A Albers 6463 Scenic Drive E. West Bend WI T Z Vacant Scenic Drive David Laufer 8319 Hilltop Lane Kewaskum WI T Scenic Drive E. John E Bohn 6343 Scenic Drive E. West Bend WI T Scenic Drive E. Joseph & Jeanne Bohn 6326 Scenic Drive E. West Bend WI T Y Vacant Stockhausen Lane Vincent & Janet Stockhausen 5976 N Lake Drive West Bend WI T L Vacant Stockhausen Lane Vincent Stockhausen Et Al 5976 N Lake Drive West Bend WI CONDO Includes 28 Units West Bend WI CONDO Includes 36 Units West Bend WI List of properties for which road right of way is needed Tax Key # Property Address First Name Last Name Mailing Address City State Zip 01 T Decorah Road Harold & Joanne Zimdars Living Trust 2086 Decorah Road West Bend WI T B County Hwy I Thomas G. Wiedmeyer Family Trust 5982 Cty Hwy G West Bend WI List of properties for which permanent AND temporary limited easements are needed Tax Key # Property Address First Name Last Name Mailing Address City State Zip 01 T Decorah Road Harold & Joanne Zimdars Living Trust 2086 Decorah Road West Bend WI T B County Hwy I Thomas G. Wiedmeyer Family Trust 5982 Cty Hwy G West Bend WI S Trenton Road City of West Bend 1115 S. Main Street West Bend WI E Washington Street City of West Bend 1115 S. Main Street West Bend WI List of properties for which restrictive development easement is needed Tax Key # Property Address First Name Last Name Mailing Address City State Zip 14 T B County Hwy I Thomas G. Wiedmeyer Family Trust 5982 Cty Hwy G West Bend WI 53095
9 CTH G SIDEWALK - RELOCATION ORDER (2014) - EXHIBIT 1 PAGE 2 OF 4
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