HomeMy WebLinkAboutRDA 2 AMD 1 CONS SVCS 11-01-04
AGENDA REPORT
Agenda Item RDA2
Reviewed:
City Manager
Finance Director N/A
MEETING DATE:
NOVEMBER 1, 2004
TO:
FROM:
WilLIAM A. HUSTON, EXECUTIVE DIRECTOR
REDEVELOPMENT AGENCY STAFF
SUBJECT:
APPROVAL OF AMENDMENT NO.1 TO CONSULTING SERVICES
AGREEMENT FOR RELOCATION COORDINATION AND PROPERTY
MANAGEMENT SERVICES.
SUMMARY
Agency approval is requested for Amendment No.1 to the Consulting Services
Agreement with Overland Pacific & Cutler, Inc. for relocation coordination and property
management services for properties recently acquired by the City within the Town Center
Redevelopment Project.
RECOMMENDATION
Staff recommends the Redevelopment Agency take the following actions:
1. Authorize the City Manager, or his designated representative to execute Amendment
No.1 to the Agreement with Overland Pacific & Cutler, Inc. for relocation coordination
and property management and services, subject to approval of the Agreement by the
City Attorney.
2. Authorize staff to subtract property management from future collected rents.
FISCAL IMPACT
There are no additional fiscal impacts for the proposed amendment to the Consultant
Services Agreement anticipated at this time. It is expected that existing tenant
occupants would continue to occupy the units, and as a result continue to pay rent until
approximately 90 days prior to any notice issued to tenants to relocate. The continuing
tenant rental payments are expected to cover the ongoing property management
expenses.
William A. Huston
Tustin Library Expansion Project - Relocation Coordination
November 1, 2004
Page 2
BACKGROUND/DISCUSSION
In January, 2004, the Agency approved the Consulting Services Agreement with
Overland Pacific & Cutler Inc., for relocation coordination and property management
services in relation to the acquisition of the Emery and De Nicola properties for the
Tustin Library Project. The City obtained possession of the Emery and De Nicola
properties in December, 2003. In May, 2004 the Agency adopted a Relocation Plan
Amendment to include additional properties located at 325-329, 335-339 Preble Drive,
300-304 East Third Street, and 305 East Main Street. The property at 335-339 Preble
Drive has already been acquired, the property at 300-304 East Third Street is in escrow,
and purchase offers have been made on the remaining properties.
While individual tenants at each of the properties may move, it is the City's desire to
continue the occupancy of tenants on these properties until the City is further along in
the construction and funding process for the Tustir:1 Library Project. However, as
required by law, tenants would be provided with at least 90 days notice prior to any
written request the City issues for them to move.
There are two elements to the proposed amendment: one for expanded property
management services and the other for continuing miscellaneous coordination services.
At this time the coordination services are limited to responding to tenant questions and
disbursement of quarterly payments to tenants who were displaced from the Emery
properties. The proposed amendment does not provide for any additional actual
relocation payments. Prior to any additional tenant displacements, another amendment
will be brought forward requesting approval for an appropriation of funds in connection
with relocation services and payments to the remaining occupants at the properties who
have fulfilled their tenant obligations.
FINDING OF BENEFIT
The Properties are located in the Town Center Project Area. In March, 2000, the Tustin
Community Redevelopment Agency adopted a Second Five-Year Implementation Plan
for the Town Center and the South/Central Redevelopment Projects for fiscal years
2000-2001 to 2004-2005. Anticipated programs and expenditures for the five-year
period included property acquisitions, design studies and State funding assistance
applications to support and facilitate the redevelopment and expansion of the Tustin
Library, as well as for the improvement of affordable housing. The property
William A. Huston
Tustin Library Expansion Project - Relocation Coordination
November 1, 2004
Page 3
management activities are consistent with the Implementation Plan for the Town Center
Redevelopment Project Area.
Staff will be available at the Agency meeting to answer any questions the Agency may
have.
Attachment
AMENDMENT NO.1
TO
CONSULTANT SERVICES AGREEMENT
THIS AMENDMENT NO.1 TO CONSULTANT SERVICES AGREEMENT is made and
entered into by and between the TUSTIN COMMUNITY REDEVELOPMENT AGENCY, a
public body, corporate and politic, (herein "Agency"), and OVERLAND PACIFIC & CUTLER,
INC. (herein "Consultant"), pursuant to Section 2.1 and Section 3.3 "Changes", of the Consultant
Services Agreement.
WHEREAS, on January 27, 2004, the Consultant Services Agreement (the "Agreement") was
entered into between the two parties identified above to provide consulting services to the
Agency for relocation coordination and property management of properties acquired in
connection with the Library Expansion Project in the City of Tustin; and
WHEREAS, Exhibit C of the Agreement contemplated the potential need for services related to
the provision of on-going relocation payment coordination and additional property management
services to the Agency; and
WHEREAS, Overland Pacific & Cutler Inc., submitted a request for modification of the
properties managed to add the properties located at 325, 327, 329, 335, 337, 339 South Preble
Drive, 300, 302,304 E. Third Street, and 305 E. Main Street, as they are acquired by the City, in
accordance with the City of Tustin compensation for the provision of these consulting services
attached hereto as Exhibit A; and
THEREFORE, it is agreed that the Consultant Services Agreement be amended as follows to
reflect the modifications requested by Overland Pacific & Cutler, Inc. and authorized by the
Tustin City Council:
1.0
MODIFICATION OF SERVICES OF CONSULTANT
1.1
Pertaining to Section 1.0: SERVICES OF CONSULTANT
1.1 Scope of Services. For property management services the pursuant to this
Agreement the work shall include the additional acquired properties as described
in Exhibit "A", attached hereto and incorporated herein by reference.
2.0
MODIFICATION OF COMPENSATION
1.1
Pertaining to Section 2.0: COMPENSATION
2.1.2 Compensation of Consultant. For the property management services
rendered pursuant to this Agreement, the Consultant shall be compensated and
reimbursed only such amounts as are prescribed in Exhibit "A" attached hereto
and incorporated herein by reference.
3.0
MODIFICATION OF PERFORMANCE SCHEDULE
3.1
Pertaining to Section 3.0: PERFORMANCE SCHEDULE
3.3 Term. Unless terminated earlier in accordance with Section 7.6 of the
original Agreement, this Agreement shall continue in full force and effect until
completion of services as determined by the City of Tustin.
4.0
GENERAL/SPECIAL REQUIREMENTS
4.1
All other provisions contained in the original Agreement shall continue to apply.
IN WITNESS WHEREOF the parties have executed this Amendment as of the dates stated
below.
AGENCY:
Tustin Community Redevelopment Agency
DATED
By:
William A. Huston
Executive Director
CONSULTANT:
Overland Pacific & Cutler Inc
DATED
By:
Mark La Bonte
Vice President
APPROVED AS TO FORM:
Lois Jeffrey
City Attorney
jad\OPCPropMgmtAmendmentl
EXHIBIT A
I'~/""
17: 25
October 20, 2004
l"gun, H;II>. CA 92653
949.9515263 ph
949,951.6651 I"
WWW,OPC,.,v;ces,com
Ms. Clu'istinc ShingeJton
Assistant City Manager
City of Tustin
300 Centennial Way
Tustin, CA 92780
RE:
Proposed Amendment For Property Management Services
Librmy Project
Dear Ms. Shingleton:
Overland, Pacific & Cutlcr(OPC) is pleased to submit this proposal to provide property management
services for the additional commercial and rcsidentj¡tJ tenants occupying the properties that will be
needed for the proposed Library project. These properties are located at 300,302,& 304 E 3"d Street;
325, 327, 329, 335, 337 & 339 Preble Drive; and. 305 E. Main Street These properties are in
addition to the fonDer DiNicola and Emery propertics we are cuITently managing. Services to be
provided will be to provide property managemcnt services on an interim basis as opposed to an asset
based management approach, i.e. collect rents and maintain units/property in clean and safe
condition until tenant vac,ltes, thcrcupon AeCLLre unit for no further occupancy.
We propose that our fec and scope of services for the additional properties will be the same as our
previous proposal and our services and contract requirements will be integrated with our existing
propel1y management services. To recap, Qur fee is as follows:
One Time Set-up fee:
Fixed fee of $125.00 per occupied unit
Monthly Managemellt Fee:
Fixed fee of $85.00 per occupied unit or $300 per
month, whichever is greater
Subcontracted services:
Cost ofthe Coutractor's invoice and/or wages plus
fineen (IS) perceut
If extraocdinary events OCCur related to the property or a particular tenant which require staff time
beyond reasonable standards that are not anticipated in the attached scope of services, additional fees
may be incun"ed based on the hourly rate schedule provided below. Additionally, specifically called
16/26/2664 17: 25
9499515551
OPC
PAGE 63
meetings with City staff or appearances before City or Agency Council will be billed hourly. Lastly,
any consulting services necessary to support evictions, litigation, such as depositions, pre-trial
research and, court testimony, is not part of the stated fee and shall be biJIed hourly at 150% of the
below rates-
opc's CUITent hourly rate schedule through December 31,2004 is as follows:
Corporate Officer/Regional Manager
Property Manager
Real Estate Technician/Project Support
Secretarial/Clerical
$125.00 per hour
$90.00 per hour
$60.00 per hour
$40.00 per hour
We appreciate the opportunity to submit this proposal to provide the requested services. We look
forward to assisting the City in the management of the identified properties. If you have any
questions or require additional infonnation, please do not hesitate to contact me.
Respectfully submitted,
OVERLAND, PACIFIC & CUTLER, INC.
! ~0<2- Lo-13ocvk- IJL
Mark La Bonte, SRJW A
Vice President
Attachment
10/20/2004 17:25
9499516651
OPC
PAGE 04
ATTACHMENT
SCOPE OF SERVICE
Overland Pacific & CUtler, Inc. will provide the following services:
A.
Prepare and deliver rental agreements tailored to project objectives.
B.
Collect monthly rent payments.
C.
Prepare and deliver required notices.
D.
Collect keys and verifY abandonments.
E.
Provide utility disconnection and meter removal.
F.
Administer emergency and unsafe condition repairs.
G.
Contract building and ground maintenance as needed.
H.
Contract board-up and other security services as units become vacant.
I.
Pay vendor fees and utility bills
Additional services which can be provided and fee proposed on a case-by-case basis is as follows:
A.
B.
Coordinate and provide asbestos and demolition cost estimates
Coordination of asbestos abatement and demolition contractors to raze property.