COUNTY OF ORANGE MASTER AGREEMENT COUNTY PROCUREMENT OFFICE MODIFICATION FOR INTERNAL COUNTY USE ONLY. THIS IS NOT A LEGAL DOCUMENT. DO NOT DISTRIBUTE TO VENDOR. CONTRACT INFORMATION MASTER AGREEMENT NUMBER: MA-080-12010719 NOT TO EXCEED AMOUNT: $999,999,999.00 Begin Date: 03/29/2012 Record Date: 11/12/2014 Expiration Date: 11/15/2016 Procurement Folder: M589955 Board-Award Date: Procurement Type: COOP - RCA Board Award Number: Replaces Award Document: Modification Date: 11/12/2014 Contract Type: Service Replaced by Award Document: Version Number: 4 Cited Authority: Contract Policy Manual Thresholds Allow COUNTY CONTACTS REQUESTOR: ISSUER: BUYER: LA WANDA CRAWLEY MARIA SIO MARIA SIO 714-834-7012 N/A LAWANDA.CRAWLEY@OCGOV.COM MARIA.SIO@OCGOV.COM MARIA.SIO@OCGOV.COM CONTRACT DESCRIPTION AGGREGATE - REAL ESTATE APPRAISAL SERVICES OC REGIONAL CONTRACTING ALLIANCE AGREEMENT - THIS IS A COMPETITIVELY BID/NEGOTIATED REGIONAL COOPERATIVE AGREEMENT (RCA) FOR PROFESSIONAL SUPPLEMENTAL REAL ESTATE SERVICES. THIS CONTRACT IS AVAILABLE FOR USE IN ACCORDANCE WITH THE ATTACHED PRICING, TERMS AND CONDITIONS, AND SCOPE OF WORK. PUBLIC ENTITIES UTILIZING THIS RCA SHOULD MAKE THEIR OWN DETERMINATION WHETHER THIS RCA PROGRAM IS CONSISTENT WITH THEIR PROCUREMENT POLICIES AND REGULATIONS. FOR COUNTY INTERNAL USE: COUNTY DEPUTY PURCHASING AGENTS (DPA'S) ARE REQUIRED TO: 1) ISSUE DELIVERY ORDER(S) (DO) IN THE CAPS+ SYSTEM DIRECTLY AGAINST THIS RCA AND REFERENCE THE RCA NUMBER IN THE "EXTENDED DESCRIPTION" FIELD. 2) DEPARTMENTS ARE RESPONSIBLE FOR ENSURING THEIR DO IS IN ACCORDANCE WITH THE TERMS, CONDITIONS, AND PRICING OF THIS RCA AS WELL AS COUNTY POLICY OUTLINED IN THE CONTRACT POLICY MANUAL (CPM). 3) PROVIDE SCOPE OF SERVICES AND INVOICING INSTRUCTIONS TO THE VENDOR AND REQUIRE THAT THE VENDOR REFERENCE THE DO NUMBER ON ALL INVOICES SUBMITTED TO THE COUNTY. 4) FOR ADDITIONAL INFORMATION SEE ATTACHED CONTRACT SUMMARY. SR 03/29/12 RX 255786 REASON FOR MODIFICATION Amendment 1 issued to renew Contracts for two additional years. See attached Contract Additional Information for Usage Instructions, Contact Information, and Contract Summary. RQL-017-15012203 FF# C002881 VENDOR INFORMATION Name /Address: Contact: VC0000006344: CBRE INC JEFF MOORE 949-725-8600 3501 JAMBOREE RD STE 100 JEFFREY.MOORE@CBRE.COM NEWPORT BEACH, CA 92660-2940 COMMODITY / SERVICE INFORMATION Line Quantity UOM Unit Price Service Amount Service From Service To Line Sub Total Tax Amount Line Total 1 0.00 $0.00 $0.00 03/29/2012 11/15/2016 $0.00 $0.00 $0.00 Commodity Code: 94615 - Appraisal Services, Real Estate APPRAISAL SERVICES OC CAPS+ F-PR-F0301 MA FORM v1.1 [Rev. March 1, 2011] MASTER AGREEMENT Page Number: 1 of MA-080-12010719 Date Printed: November 13, 2014
VENDOR INFORMATION Name /Address: Contact: VC0000006684: OVERLAND PACIFIC & CUTLER INC KEVIN DONAHUE 949.951.5263 3750 SCHAUFELE AVE STE 150 KDONAHUE@OPCSERVICES.COM LONG BEACH, CA 90808-1779 COMMODITY / SERVICE INFORMATION Line Quantity UOM Unit Price Service Amount Service From Service To Line Sub Total Tax Amount Line Total 1 0.00 $0.00 $0.00 03/29/2012 11/15/2016 $0.00 $0.00 $0.00 Commodity Code: 94615 - Appraisal Services, Real Estate APPRAISAL SERVICES VENDOR INFORMATION Name /Address: Contact: VC0000011214: LIDGARD AND ASSOCIATES INC SCOTT LIDGARD 714-633-8441 2592 N SANTIAGO BLVD SLIDGARD@LIDGARDINC.COM ORANGE, CA 92867-1862 COMMODITY / SERVICE INFORMATION Line Quantity UOM Unit Price Service Amount Service From Service To Line Sub Total Tax Amount Line Total 1 0.00 $0.00 $0.00 03/29/2012 11/15/2016 $0.00 $0.00 $0.00 Commodity Code: 94615 - Appraisal Services, Real Estate APPRAISAL SERVICES VENDOR INFORMATION Name /Address: Contact: VC0000011203: BTI APPRAISAL BEN F TUNNELL 213.532.3800 605 W OLYMPIC BLVD STE 820 BEN@BTIAPPRAISAL.COM LOS ANGELES, CA 90015-1479 COMMODITY / SERVICE INFORMATION Line Quantity UOM Unit Price Service Amount Service From Service To Line Sub Total Tax Amount Line Total 1 0.00 $0.00 $0.00 03/29/2012 11/15/2016 $0.00 $0.00 $0.00 Commodity Code: 94615 - Appraisal Services, Real Estate APPRAISAL SERVICES VENDOR INFORMATION Name /Address: Contact: VC0000000532: TIMOTHY J CULLEN TIM CULLEN DBA CALIFORNIA COMMERCIAL APPR 858-586-1191 PO BOX 261688 TIMCULLEN@CALIFORNIACOMMERCIALAPPRAISERS.COM SAN DIEGO, CA 92196-1688 COMMODITY / SERVICE INFORMATION Line Quantity UOM Unit Price Service Amount Service From Service To Line Sub Total Tax Amount Line Total 1 0.00 $0.00 $0.00 03/29/2012 11/15/2014 $0.00 $0.00 $0.00 Commodity Code: 94615 - Appraisal Services, Real Estate APPRAISAL SERVICES OC CAPS+ F-PR-F0301 MA FORM v1.1 [Rev. March 1, 2011] MASTER AGREEMENT Page Number: 2 of MA-080-12010719 Date Printed: November 13, 2014
VENDOR INFORMATION Name /Address: Contact: VC0000006723: GEORGE HAMILTON JONES INC CASEY JONES 949-673-6733 EXT: 15 717 LIDO PARK DR STE D CASEY@GHJ-INC.COM NEWPORT BEACH, CA 92663-4461 COMMODITY / SERVICE INFORMATION Line Quantity UOM Unit Price Service Amount Service From Service To Line Sub Total Tax Amount Line Total 1 0.00 $0.00 $0.00 03/29/2012 11/15/2014 $0.00 $0.00 $0.00 Commodity Code: 94615 - Appraisal Services, Real Estate APPRAISAL SERVICES VENDOR INFORMATION Name /Address: Contact: VC0000011256: THE HEATH GROUP SEAN HEATH 858-673-1177 11403 W BERNARDO CT SEAN@HEATH-GROUP.COM SAN DIEGO, CA 92127-1639 COMMODITY / SERVICE INFORMATION Line Quantity UOM Unit Price Service Amount Service From Service To Line Sub Total Tax Amount Line Total 1 0.00 $0.00 $0.00 03/29/2012 11/15/2014 $0.00 $0.00 $0.00 Commodity Code: 94615 - Appraisal Services, Real Estate APPRAISAL SERVICES VENDOR INFORMATION Name /Address: Contact: VC0000011164: ELIZABETH M KILEY INC SARAH PHILLIPS DBA KILEY COMPANY 714-665-6515 2681 DOW AVE STE E SPHILLIPS@KILEYCOMPANY.COM TUSTIN, CA 92780-7244 COMMODITY / SERVICE INFORMATION Line Quantity UOM Unit Price Service Amount Service From Service To Line Sub Total Tax Amount Line Total 1 0.00 $0.00 $0.00 03/29/2012 11/15/2016 $0.00 $0.00 $0.00 Commodity Code: 94615 - Appraisal Services, Real Estate APPRAISAL SERVICES VENDOR INFORMATION Name /Address: Contact: VC0000000851: PACIFIC REAL ESTATE CONSULTANT PETER FINNERTY 949-752-9323 1300 BRISTOL ST N STE 210 PACRECON@PACBELL.COM NEWPORT BEACH, CA 92660-8937 COMMODITY / SERVICE INFORMATION Line Quantity UOM Unit Price Service Amount Service From Service To Line Sub Total Tax Amount Line Total 1 0.00 $0.00 $0.00 03/29/2012 11/15/2016 $0.00 $0.00 $0.00 Commodity Code: 94615 - Appraisal Services, Real Estate APPRAISAL SERVICES OC CAPS+ F-PR-F0301 MA FORM v1.1 [Rev. March 1, 2011] MASTER AGREEMENT Page Number: 3 of MA-080-12010719 Date Printed: November 13, 2014
VENDOR INFORMATION Name /Address: Contact: VC0000001926: PARKCENTER CONSULTANTS INC CLAY HARRIS DBA PARKCENTER REALTY ADVISORS 714-547-1733 801 N PARKCENTER DR STE 210 CHARRIS@PARKCNTR.COM SANTA ANA, CA 92705 COMMODITY / SERVICE INFORMATION Line Quantity UOM Unit Price Service Amount Service From Service To Line Sub Total Tax Amount Line Total 1 0.00 $0.00 $0.00 03/29/2012 11/15/2014 $0.00 $0.00 $0.00 Commodity Code: 94615 - Appraisal Services, Real Estate APPRAISAL SERVICES VENDOR INFORMATION Name /Address: Contact: VC0000007062: RIGGS & RIGGS INC BRYAN RIGGS 805-578-2400 4195 VALLEY FAIR ST STE 207 BRIIGGS@RIGGSANDRIGGSINC.COM SIMI VALLEY, CA 93063-2900 COMMODITY / SERVICE INFORMATION Line Quantity UOM Unit Price Service Amount Service From Service To Line Sub Total Tax Amount Line Total 1 0.00 $0.00 $0.00 03/29/2012 11/15/2016 $0.00 $0.00 $0.00 Commodity Code: 94615 - Appraisal Services, Real Estate APPRAISAL SERVICES RENEWAL PERIODS Renewal Period Length 1 - YEARS Effective Begin Date Expiration Date 11/16/2017 11/15/2018 AUTHORIZED FUNDING SOURCES Department ALL 080 017 No Limit Spending Limit YES $0.00 - OC PUBLIC WORKS YES $0.00 - COUNTY EXECUTIVE OFFICE YES $0.00 APPROVALS Date Approver Approval Level Status Before Status After 11/12/2014 04:00:59 PM kasten.kathleen1 4 Pending Approved OC CAPS+ F-PR-F0301 MA FORM v1.1 [Rev. March 1, 2011] MASTER AGREEMENT Page Number: 4 of MA-080-12010719 Date Printed: November 13, 2014
CONTRACT ADDITIONAL INFORMATION REAL ESTATE APPRAISAL SERVICES MA-080-12010719 USAGE INSTRUCTIONS: FOR COUNTY INTERNAL USE: COUNTY DEPUTY PURCHASING AGENTS (DPA'S) ARE REQUIRED TO: 1) CREATE DELIVERY ORDER(S) (DO) IN THE CAPS+ SYSTEM DIRECTLY AGAINST THIS RCA. 2) REFERENCE THE RCA NUMBER IN THE "EXTENDED DESCRIPTION" TEXT FIELD OF THE CAPS+ DOCUMENT. 3) IN THE HEADER OF THE CAPS+ PAGES, IN THE REPORTING SECTION, REPORTING 2 FIELD, SELECT 12010719 TO INDICATE REAL ESTATE APPRAISAL SERVICES. 4) DEPARTMENTS ARE RESPONSIBLE FOR ENSURING THEIR DO IS IN ACCORDANCE WITH THE TERMS, CONDITIONS, AND PRICING OF THIS RCA AS WELL AS COUNTY POLICIES AS OUTLINED IN THE CONTRACT POLICY MANUAL (CPM). 5) PROVIDE BILLING LOCATION AND INVOICING INSTRUCTIONS TO THE VENDOR AND REQUIRE THAT THE VENDOR REFERENCE THE DO NUMBER ON ALL INVOICES SUBMITTED TO THE COUNTY. CONTACT INFORMATION: CEO/REAL ESTATE CONTACT: LA WANDA CRAWLEY PHONE: (714) 834-7012 EMAIL: lawanda.crawley@ocgov.com CEO/CPO CONTACT: MARIJO SIO PHONE: (714) 567-7389 FAX: (714) 567-7307 EMAIL: marijo.sio@ocgov.com CONTRACTOR CONTACTS: BTI APPRAISAL VC0000011203 ATTN: BEN F. TUNNELL III PHONE: 213-532-3800 EMAIL: ben@btiappraisal.com CBRE INC. VC0000006344 ATTN: JEFF MOORE PHONE: 949-725-8600 EMAIL: jeff.moore@cbre.com ELIZABETH M. KILEY INC. DBA KILEY COMPANY VC0000011164 ATTN: ELIZABETH M. KILEY PHONE: 714-665-6515 EMAIL: bkiley@kileycompany.com LIDGARD AND ASSOCIATES INC. VC0000011214 ATTN: SCOTT A. LIDGARD PHONE: 714-633-8441 EMAIL: scott@lidgardinc.com
CONTRACT ADDITIONAL INFORMATION REAL ESTATE APPRAISAL SERVICES MA-080-12010719 OVERLAND PACIFIC & CUTLER INC. VC0000006684 ATTN: KEVIN DONAHUE PHONE: 949-951-5263 EMAIL: kdonahue@opcservices.com PACIFIC REAL ESTATE CONSULTANTS VC0000000851 ATTN: PETER B. FINNERTY PHONE: 949-752-9323 EMAIL: pacrecon@pacbell.net RIGGS & RIGGS INC. VC0000007062 ATTN: BRYAN RIGGS PHONE: 805-578-2400 EMAIL: briggs@riggsandriggsinc.com CONTRACT SUMMARY: MA-080-12010719, 03/29/2012 THROUGH AND INCLUDING 11/15/2014 MA-080-12010719, 11/16/2014 THROUGH AND INCLUDING 11/15/2016 ORIGINAL CONTRACT RENEWAL MODIFICATION HISTORY: VERSION 1 - ORIGINAL CONTRACT S. ROMERO 03/29/2012 VERSION 2 MODIFICATION ISSUED TO CORRECT AUTHORIZED FUNDING SOURCE AND THE CONTRACT EXTENDED DESCRIPTION. S. ROMERO 10/23/2012 VERSION 3 MODIFICATION ISSUED TO ADD AUTHORIZED DEPARTMENT 017. D. TEMPLE 07/01/2014 VERSION 4 AMENDMENT 1 ISSUED TO RENEW CONTRACT FOR 2 ADDITIONAL YEARS EFFECTIVE 11/16/2014 THROUGH AND INCLUDING 11/15/2016. M.SIO 11/12/2014 RQL-017-15012203