R-00-04-13-10B9 - 4/13/2000Mayor
Robert A. Sttuka, Jr
Mayor Pro -tem
Martha A. Chavez
Council Members
Tom Nielson
Earl M. Hairston
Rick Stewart
Earl Palmer
Jimmy Joseph
City Manager
Robert L Bennett, Jr.
City Attorney
Stephan L Sheets
CITY OF ROUND ROCK
Aa
June 15, 2000
Mr. Gary Bernethy
The Pinnacle Consulting Management Group, Inc.
1000 Heritage Center Circle
Round Rock, Texas 78664
Dear Mr. Bemethy:
The Round Rock City Council approved Resolution No. R- 00- 04- 13 -10B9 at their
regularly scheduled meeting on April 13, 2000. This resolution approves the
agreement for real estate services related to the acquisition of right -of -way for SH -45.
Enclosed is a copy of the resolution and agreement for your files. If you have any
questions, please do not hesitate to contact Tom Word at 218 -5562.
Sincerely,
VAi ANLp)
Christine Martinez
Assistant City Secretary
Enclosures
Fax: 512 -218 -7097
1- 800 - 735 -2989 TDD 1 -800- 735 -2988 Voice
www.ci.round- rock.tx.us
221 Fast Main Street
Round Rock, Texas 78664
512 -218 -5400
RESOLUTION NO. R- 00- 04- 13 -10B9
WHEREAS, the City of Round Rock desires to retain professional
real estate services related to the acquisition of right -of -way for SH
45, and
WHEREAS, Pinnacle Consulting Management Group, Inc. has submitted
an agreement to provide said services, and
WHEREAS, the City Council desires to enter into said agreement
with Pinnacle Consulting Management Group, Inc., Now Therefore
BE IT RESOLVED BY THE COUNCIL OF THE CITY OF ROUND ROCK, TEXAS,
That the Mayor is hereby authorized and directed to execute on
behalf of the City an agreement with Pinnacle Consulting Management
Group, Inc., for professional real estate services related to the
acquisition of right -of -way for SH 45, copy of said agreement being
attached hereto and incorporated herein for all purposes.
The City Council hereby finds and declares that written notice of
the date, hour, place and subject of the meeting at which this
Resolution was adopted was posted and that such meeting was open to the
public as required by law at all times during which this Resolution and
the subject matter hereof were discussed, considered and formally acted
upon, all as required by the Open Meetings Act, Chapter 551, Texas
Government Code, as amended, and the Act.
RESOLVED this 13th day of Apr , 2
LAND, City Secretary
K:\ WPDOCS \RESOLUTI \R0041339.WPO /sc
ATICAPA
ROT A. - LUKA, /, Mayor
City of Round Rock, Texas
/3- /O?
PI lit Nl C L E
CONIULTING MANAGEMENT GROUP, INC.
PROPOIAL
RIGHT OF WAY /REAL EITATE IERVICEI
APPRU►IIAL., ACQUIIITION, RELOCATION,
TITLE & COURT RELATED IERVICEI
FOR THE
CITY OF ROUND ROCK
WIDENING OF LOUII HENNA (I.H. 45)
MARCH 29, 2000
P1rJN.A LE
Pinnacle Consulting Management Group, Inc., is pleased to respond to the Request for Proposal
from the City of Round Rock to provide Right of Way/Real Estate Services for the widening of
Louis Henna (S.H. 45) in the City of Round Rock, Texas.
The Pinnacle Group was incorporated in the State of Oklahoma in September, 1997, to provide
Program Management Services to government agency clients in Oklahoma. In September, 1998
our services were expanded to include providing our clients with full turnkey right of way and
land acquisition services. Also in September, 1998 The Pinnacle Group opened an office in
Round Rock, Tx. to provide the same services to government agency clients in Texas. On
October 26, 1998 The Pinnacle Group was authorized to conduct business in the State of Texas
by the Secretary of State. The individuals with the firm have provided land acquisition and
relocation assistance services on projects for government agencies throughout the country. With
the proven expertise and abilities of our key personnel, The Pinnacle Group will emerge as one
of the leading firms in the right of way profession.
CORPORATE INFORMATION
Name of Firm: Pinnacle Consulting Management Group, Inc.
Address: 1000 Heritage Center Circle
Round Rock, TX 78664
Telephone: (512) 238 -3360
Fax: (512) 238 -3361
Organization: Corporation (Oklahoma) authorized in Texas
Principal: W. Howard Armstrong, President
Oklahoma City, Oklahoma
Officers:
PROJECT UNDERITANDING
Lisa R. Harrison, Executive Vice President
Oklahoma City, Oklahoma
Gary W. Bemethy, P.E., Vice President, Texas Division
Austin, Texas
The City of Round Rock wishes to widen Louis Henna (S.H. 45) and wants this done in
accordance with all State and Federal requirements to assure eligibility for use of State and/or
Federal funds in the project.
The right of way and/or relocation assistance services to be provided will be done in complete
conformity with the policies and procedures of the Texas Department of Transportation as well
as the requirements of the Federal Highway Administration.
1
P1IVNA LE
.The proposal that Pinnacle is submitting shows the ability to provide the right of way and
relocation assistance services to the City with the assurance that these services can be provided
in a cost effective and professional manner.
PROJECT PERIIONNEL
Resumes of key personnel, along with resumes of personnel that will be assigned to the City
project, are included in Appendix 1 at the end of the Proposal. If, when the project is awarded, it
is necessary that we substitute a staff member not identified in our proposal we will provide a
complete resume to the City for review and approval prior to that person being assigned to the
project. We request that the information contained in Appendix 1 be treated as confidential
data and not be disclosed to the extent provided by law.
APPROACH TO THE PROJECT
The following key steps outline how Pinnacle will approach the project involving acquisition
and relocation:
1. Project Initiation
• Once a notice is issued, Pinnacle will begin work immediately. We will contract
with a local title company to obtain the necessary title information to assure clear
title on all properties acquired.
• All project activities associated with acquiring right of way will be conducted by
Pinnacle from the Round Rock Office. We do not conduct our negotiation
activities with local property owners by long distance.
2. Pre - Acquisition Activities
• The Right of Way Agent assigned to the parcel will review the title report, assign
the appraisal and review the construction plans prior to making any contact with
the property owner.
• The property owner will be contacted by the appraiser and be afforded an
opportunity to meet with him at the site to be appraised.
2
P1I'4NL LE
• When the appraisal report is received and reviewed and found to meet all
requirements the property owner will be contacted to arrange for a time to meet
to present the offer.
3. Acquisition Activities
• At the initial meeting with the right of way agent the property owner will be given
the appraisal report, an explanation of the offer and a brochure explaining
relocation assistance.
• Questions or concerns expressed by the property owner will be quickly addressed
as we believe a property owner is more likely to accept the fair market value offer
if they are fully aware of the relocation assistance benefits that are also available
for them.
• Business relocation will be involved because a commercial building is being
bisected
• Once the owner accepts the offer, the necessary documentation will be submitted
to the City for payment.
• Every effort is made to avoid condemnation, however should it be necessary, our
project personnel will thoroughly review all the issues affecting the owners
willingness to accept the offer before submitting for condemnation. Acquisition
services involves more than making three (3) contacts and turning in the file for
condemnation. Our acquisition efforts focus on attempting to resolve differences
and to do so in a cost effective manner to the City.
4. Relocation Assistance Activities
• Relocation Assistance Services will be necessary because a bisected commercial
building is involved.
• After acceptance of the offer we will begin assisting the property owner in
locating replacement site and providing business relocation.
• Upon closing of the acquisition business relocation expenses will be paid
3
P1Nr.J LE
5. Disposition of Improvements
• Upon vacancy of the property it will be secured to prevent vandalism and the
City disposition process will begin.
• Validate the removal or destruction of all improvements to prevent interference
with construction.
6. Quality Assurances
• An integral part of our acquisition efforts with property owners involves
providing our field personnel with support and assistance throughout the project.
Frequent contacts are maintained with City staff throughout the duration of a
project to ensure the work and progress are acceptable to the City.
• Detailed status reports and time line schedules will be maintained throughout the
project. This information will be submitted to the City on a schedule determined
by the City.
• Prior to submitting a complete acquisition file to the City, the file will be
throughly reviewed to make sure all activities are documented.
• The objective of Pinnacle is to provide the highest quality of service to the City.
COURT RELATED JERVICEI
When court related services are required, Pinnacle personnel have the ability to assist with
services ranging from assisting attorney's in becoming familiar with specific issues through
court room testimony.
REFfRENCEI
Oklahoma Department of Transportation - Mr. Mike Borelli, Chief, Right of Way Division,
200 N.E. 21' Street, Oklahoma City, OK 73105
Telephone (405) 521 -2661
Oklahoma Turnpike Authority - Mr. Jim Beach, Director of Administration, Oklahoma
Tumpike Authority, 3500 Martin Luther King Blvd., Oklahoma City, OK 73135
Telephone ((405) 425 -3610
4
P1 N144 E
Virginia Department of Transportation - Mr. Stuart A. Waymack, Director, Right of Way and
Utilities, 1401 E. Broad Street, Richmond, VA 23219
Telephone (804) 786 -2923
City of Round Rock, TX - Mr. Tom Word P.E., City Traffic Engineer, 221 East Main Street,
Round Rock, TX 78664
Telephone (512) 218 -5562
MOPE OF IERVICEI
SERVICES TO BE PROVIDED BY THE CITY:
• Provide release and authorization of the project
• Provide right of way maps, plats and field notes
• Provide timely acquisition payments upon submission of documentation
• Pay actual cost of title insurance if required
• Pay actual cost of recording fees
• Legal services should condemnation be required
SERVICES TO BE PROVIDED BY THE PINNACLE GROUP
• Obtain and review ownership on all parcels to be acquired
♦ Obtain and review appraisals of all property
♦ Prepare conveyance instruments for properties
• Negotiate acquisitions
• Prepare easement releases and obtain releases
• Prepare negotiator reports
• Prepare request for payment and close acquisition
• Initiate the relocation assistance process
• Find available replacement housing
• Calculate relocation supplements
• Assist with acquisition of replacement housing
• Provide payment of relocation supplements
• Provide any court related services should condemnation be required
• Record all instruments of conveyance
• Provide City of Round Rock completed acquisition and relocation files
5
P1NISl LE
EQUAL EMPLOYMENT /AFFIRMATIVE ACTION
The Pinnacle Group is an Equal Opportunity Employer. We have provided in Appendix 2 the
Equal Employment Opportunity/Affirmative Action Statement.
COJT AND PRICING INFORMATION
The Pinnacle Group will contract with Georgetown Title Company, Inc. to provide title
insurance on each tract acquired, the cost of which is based on the value of the property acquired
by the City.
ACQUISITION SERVICES
BILLING
The Pinnacle Group will provide the acquisition and administration
services and provide the City of Round Rock project records that
meet State and Federal standards to assure cost participation in the
construction of the roadways at a cost o£
Mueller Tract $7,500.00
Lot 5, Henderson Subdivision $4,000.00
Total $11,500.00
Should the acquisition require preparation or
testimony it shall be billed as follows
Gary W. Bemethy, P.E. $95.00/hr*
* To be requested by City Attorney
RECORDING FEES
The City of Round Rock will pay actual cost of all required
recording and filing costs
Pinnacle will honor the above rates for our services provided the contract is awarded by May 31,
2000.
Billings for title work shall be at the closing, if title insurance is issued and the title company
preforms the closing, or upon receipt of commitment from title company as a part of the
Pinnacle monthly billing.
Billing for the work preformed by the Pinnacle Group shall be billed on a monthly basis as the
work is preformed based on hourly rates but will not exceed the cost set forth in the contract.
6
P1NN LE
ALL PARTIES HEREBY AGREE WITH THE CONDITIONS AND FEES AS SET
FORTH IN THE ABOVE CONTRACT.
CITY OF ROUND ROCK
DATE
t/- - Do
THE PINNACLE GROUP
DAT
F T/Z VI e)
V I4 L
P 1 I E
d
� s
N JR
4
e Randy fWerProperty and Lot 5 of the Henderson Trad .^
s '
DATE: April 7, 2000
SUBJECT: City Council Meeting — April 13, 2000
ITEM: 10.B.9. Consider a resolution authorizing the Mayor to execute an
agreement with Pinnacle Consulting Management Group, Inc., for
real estate acquisition services concerning the right -of -way for SH
45. The two parcels to be purchased are the Randy Mueller property
and Lot 5 of the Henderson Tract Subdivision. Lot 5 will be a whole
taking with no improvements on the property; the Mueller property is
a partial take with improvements, which will be impacted. Relocation
assistance will be needed on the Mueller Tract. The cost of the
services is for $11,500. Staff Resource Person: Jim Nuse, Public
Works Director.
1
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1
1 PI N1S1A CLE
1 CONJULTING MANAGEMENT GROUP, INC.
1
1
1
1
1
1
1
1
1
1
1
1
e_00-01/
PROPOI,L
RIGHT OF WAY/REAL EITATE JERVICE!
APPRA IIAL, ACQUISITION, RELOCATION,
TITLE & COURT RELATED JERVICEI
FOR THE
CITY OF ROUND ROCK
WIDENING OF LOUD HENNA (LH. 45)
MARCH 29, 2000
P1 r.4 N LE
Pinnacle Consulting Management Group, Inc., is pleased to respond to the Request for Proposal
from the City of Round Rock to provide Right of Way/Real Estate Services for the widening of
Louis Henna (S.H. 45) in the City of Round Rock, Texas.
The Pinnacle Group was incorporated in the State of Oklahoma in September, 1997, to provide
Program Management Services to government agency clients in Oklahoma. In September, 1998
our services were expanded to include providing our clients with full turnkey right of way and
land acquisition services. Also in September, 1998 The Pinnacle Group opened an office in
Round Rock, Tx. to provide the same services to government agency clients in Texas. On
October 26, 1998 The Pinnacle Group was authorized to conduct business in the State of Texas
by the Secretary of State. The individuals with the firm have provided land acquisition and
relocation assistance services on projects for government agencies throughout the country. With
the proven expertise and abilities of our key personnel, The Pinnacle Group will emerge as one
of the leading firms in the right of way profession.
CORPORATE INFORMATION
Name of Firm: Pinnacle Consulting Management Group, Inc.
Address: 1000 Heritage Center Circle
Round Rock, TX 78664
Telephone: (512) 238 -3360
Fax: (512) 238 -3361
Organization: Corporation (Oklahoma) authorized in Texas
Principal: W. Howard Armstrong, President
Oklahoma City, Oklahoma
Officers:
PROJECT UNDERIf,ANDING
Lisa R. Harrison, Executive Vice President
Oklahoma City, Oklahoma
Gary W. Bemethy, P.E., Vice President, Texas Division
Austin, Texas
The City of Round Rock wishes to widen Louis Henna (S.H. 45) and wants this done in
accordance with all State and Federal requirements to assure eligibility for use of State and/or
Federal funds in the project.
The right of way and/or relocation assistance services to be provided will be done in complete
conformity with the policies and procedures of the Texas Department of Transportation as well
as the requirements of the Federal Highway Administration.
1
P1NN ,&C E
.The proposal that Pinnacle is submitting shows the ability to provide the right of way and
relocation assistance services to the City with the assurance that these services can be provided
in a cost effective and professional manner.
PROJECT PERIONNEL
Resumes of key personnel, along with resumes of personnel that will be assigned to the City
project, are included in Appendix 1 at the end of the Proposal. If, when the project is awarded, it
is necessary that we substitute a staff member not identified in our proposal we will provide a
complete resume to the City for review and approval prior to that person being assigned to the
project. We request that the information contained in Appendix 1 be treated as confidential
data and not be disclosed to the extent provided by law.
APPROACH TO THE PROJECT
The following key steps outline how Pinnacle will approach the project involving acquisition
and relocation:
1 Project Initiation
• Once a notice is issued, Pinnacle will begin work immediately. We will contract
with a local title company to obtain the necessary title information to assure clear
title on all properties acquired.
• All project activities associated with acquiring right of way will be conducted by
Pinnacle from the Round Rock Office. We do not conduct our negotiation
activities with local property owners by long distance.
2. Pre - Acquisition Activities
♦ The Right of Way Agent assigned to the parcel will review the title report, assign
the appraisal and review the construction plans prior to making any contact with
the property owner.
• The property owner will be contacted by the appraiser and be afforded an
opportunity to meet with him at the site to be appraised.
2
P1NN LE
• When the appraisal report is received and reviewed and found to meet all
requirements the property owner will be contacted to arrange for a time to meet
to present the offer.
3. Acquisition Activities
• At the initial meeting with the right of way agent the property owner will be given
the appraisal report, an explanation of the offer and a brochure explaining
relocation assistance.
• Questions or concems expressed by the property owner will be quickly addressed
as we believe a property owner is more likely to accept the fair market value offer
if they are fully aware of the relocation assistance benefits that are also available
for them.
• Business relocation will be involved because a commercial building is being
bisected
• Once the owner accepts the offer, the necessary documentation will be submitted
to the City for payment.
• Every effort is made to avoid condemnation, however should it be necessary, our
project personnel will thoroughly review all the issues affecting the owners
willingness to accept the offer before submitting for condemnation. Acquisition
services involves more than making three (3) contacts and turning in the file for
condemnation. Our acquisition efforts focus on attempting to resolve differences
and to do so in a cost effective manner to the City.
4. Relocation Assistance Activities
• Relocation Assistance Services will be necessary because a bisected commercial
building is involved.
• After acceptance of the offer we will begin assisting the property owner in
locating replacement site and providing business relocation.
• Upon closing of the acquisition business relocation expenses will be paid
3
P1NNAC L E
5. Disposition of Improvements
• Upon vacancy of the property it will be secured to prevent vandalism and the
City disposition process will begin.
• Validate the removal or destruction of all improvements to prevent interference
with construction.
6. Quality Assurances
• An integral part of our acquisition efforts with property owners involves
providing our field personnel with support and assistance throughout the project.
Frequent contacts are maintained with City staff throughout the duration of a
project to ensure the work and progress are acceptable to the City.
• Detailed status reports and time line schedules will be maintained throughout the
project. This information will be submitted to the City on a schedule determined
by the City.
• Prior to submitting a complete acquisition file to the City, the file will be
throughly reviewed to make sure all activities are documented.
• The objective of Pinnacle is to provide the highest quality of service to the City.
COURT RENTED IERVICEJ
When court related services are required, Pinnacle personnel have the ability to assist with
services ranging from assisting attorney's in becoming familiar with specific issues through
court room testimony.
REFERENCE!
Oklahoma Department of Transportation - Mr. Mike Borelli, Chief, Right of Way Division,
200 N.E. 21" Street, Oklahoma City, OK 73105
Telephone (405) 521 -2661
Oklahoma Turnpike Authority - Mr. Jim Beach, Director of Administration, Oklahoma
Turnpike Authority, 3500 Martin Luther King Blvd., Oklahoma City, OK 73135
Telephone ((405) 425 -3610
4
P1NN E
Virginia Department of Transportation - Mr. Stuart A. Waymack, Director, Right of Way and
Utilities, 1401 E. Broad Street, Richmond, VA 23219
Telephone (804) 786 -2923
City of Round Rock, TX - Mr. Tom Word P.E., City Traffic Engineer, 221 East Main Street,
Round Rock, TX 78664
Telephone (512) 218 -5562
ICOPE OF JERVICEI
SERVICES TO BE PROVIDED BY THE CITY:
• Provide release and authorization of the project
• Provide right of way maps, plats and field notes
• Provide timely acquisition payments upon submission of documentation
• Pay actual cost of title insurance if required
• Pay actual cost of recording fees
• Legal services should condemnation be required
SERVICES TO BE PROVIDED BY THE PINNACLE GROUP
• Obtain and review ownership on all parcels to be acquired
• Obtain and review appraisals of all property
• Prepare conveyance instruments for properties
• Negotiate acquisitions
• Prepare easement releases and obtain releases
• Prepare negotiator reports
• Prepare request for payment and close acquisition
• Initiate the relocation assistance process
• Find available replacement housing
• Calculate relocation supplements
• Assist with acquisition of replacement housing
• Provide payment of relocation supplements
• Provide any court related services should condemnation be required
• Record all instruments of conveyance
• Provide City of Round Rock completed acquisition and relocation files
5
P1NNN LE
EQUAL EMPLOYMENT /,AFFIRMATIVE ACTION
The Pinnacle Group is an Equal Opportunity Employer. We have provided in Appendix 2 the
Equal Employment Opportunity/Affirmative Action Statement.
COPT AND PRICING INFORMATION
The Pinnacle Group will contract with Georgetown Title Company, Inc. to provide title
insurance on each tract acquired, the cost of which is based on the value of the property acquired
by the City.
ACQUISITION SERVICES
The Pinnacle Group will provide the acquisition and administration
services and provide the City of Round Rock project records that
meet State and Federal standards to assure cost participation in the
construction of the roadways at a cost of:
Mueller Tract $7,500.00
Lot 5, Henderson Subdivision $4,000.00
Total $11,500.00
Should the acquisition require preparation or
testimony it shall be billed as follows
Gary W. Bemethy, P.E. $95.00/hr*
* To be requested by City Attorney
RECORDING FEES
Pinnacle will honor the above rates for our services provided the contract is awarded by May 31,
2000.
BILLING
The City of Round Rock will pay actual cost of all required
recording and filing costs
Billings for title work shall be at the closing, if title insurance is issued and the title company
preforms the closing, or upon receipt of commitment from title company as a part of the
Pinnacle monthly billing.
Billing for the work preformed by the Pinnacle Group shall be billed on a monthly basis as the
work is preformed based on hourly rates but will not exceed the cost set forth in the contract.
6
P1 t N,A L E
ALL PARTIES HEREBY AGREE WITH THE CONDITIONS AND FEES AS SET
FORTH IN THE ABOVE CONTRACT.
CITY OF ROUND ROCK
MAYOR OF CITY OF ' UND ROCK
DATE
2-/- l 8- DO
THE PINNACLE GROUP
DAT
P1NIV LE