R-99-05-13-13B11 - 5/13/1999WHEREAS, the City of Round Rock desires to retain professional
right -of -way acquisition services for the determination of ownership,
appraisal, negotiation, and acquisition of right -of -way for the
widening of US 79 from CR 195 to CR 122, and
WHEREAS,Pinnacle Consulting Management Group, Inc. has submitted
a contract to provide said services, and
WHEREAS, the City Council desires to enter into said contract
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 a contract with Pinnacle Consulting Management
Group, Inc., for professional right -of -way acquisition services for the
determination of ownership, appraisal, negotiation, and acquisition of
right -of -way for the widening of US 79 from CR 195 to CR 122, a copy of
said contract 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.
\WPOOCS \RESOLUrr \R9OS13H.11 /scg
RESOLUTION NO. R- 99- 05- 13 -13B11
ATTEST:
RESOLVED this 13th day of May, 199
E LAND, City Secretary
2.
CHARLES
City of
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C.R. 110
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PROPOIIL
RIGHT OF WAY /RE/AL MATE JERVICEJ
2PPRJAU,&L, 2CQUTATION, TITLE &
COURT RELATED JERVICEI
FOR THE
CITY OF ROUND ROCK
UJ. 79 WIDENING
REVVED TO EXCLUDE COUNTY PORTION
APRIL 22, 1999
P1NIV E
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
U.S. 79, from Old Settlers Park to the existing location of County Road 122, approx. 1.6 miles
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 and Williamson County wishes to acquire the necessary right of way
and relocate the utilities to accommodate the proposed construction letting of September 1999,
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 construction phase of 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.
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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.
• Pinnacle will contract with Kokel & Associates, of Georgetown, Tx. to appraise
all properties for which title will be transferred to the State of Texas. The width
of the property to be acquired will vary between 85 feet and 110 feet depending
on design requirements.
• 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.
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PINNASI.CLE
• 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 all construction information
available will be fully explained to the property owner.
• 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 how the offer was arrived at, as well as how the
construction will affect their property.
• 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 are not anticipated on this project however
Incidental Expenses are a part of relocation assistance and some recording fees,
etc. can be eligible expenses.
5. 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.
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♦ The objective of Pinnacle is to provide the highest quality of service to the City.
COURT RELATED IERVICEI
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.
REFERENCEI
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
Virginia Department of Transportation - Mr. Stuat 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 IERVICEf
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
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• Negotiate acquisitions
• Prepare easement releases and obtain releases
• Prepare negotiator reports
• Prepare request for payment and close acquisition
• Negotiate possible exchange instruments
• Provide any court related services should condemnation be required
• Record all instruments of conveyance
• Provide City of Round Rock completed acquisition files
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.
COLT AND PRICING INFORMATION
The Pinnacle Group will contract with Georgetown Title Company, Inc. to provide title
information under two (2) options the first that they provide title insurance that is based on the
actual price paid for the property or without title insurance the company will research
ownership, liens, and easements at a cost of $150.00 per tract plus cost of copies.
APPRAISAL SERVICES
Kokel Appraisal Associates will provide all appraisal services,
with reports(5) delivered within 45 days of receiving notice to proceed
at a cost of: $ 7,750.00
An additional fee of $400.00 per parcel will apply for each parcel
in which a supplemental appraisal is required for a utility easement.
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: $ 10,232.00
An additional fee of $750.00 per parcel will apply for each parcel
which requires the acquisition ofa utility easement.
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RECORDING FEES
The City of Round Rock will pay actual cost of all required
recording and filing costs
COURT RELATED FEES
Updating appraisals, preparation and testimony shall be billed as follows;
Larry D. Kokel, ARA, MAI $100.00/hour
Appraisal Associate $ 75.00/hour
Administrative Support $ 50.00/hour
Mileage $ 00.325 /mile
Long distance calls, exhibits Actual Cost
& miscellaneous
Acquisition cost for preparation and testimony shall be billed as follows;
Gary W. Bemethy, P.E. $ 85.00/hour
Mileage $ 00.31 /mile
Pinnacle will honor the above rates for our services provided the contract is awarded by May 31,
1999.
BILLING
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.
Billings for appraisal work shall be included in the monthly billing for Pinnacle work upon
acceptance of report.
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 this contract.
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PROJECT PERIONNEL
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CONFIDENTIAL DATA
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PROJECT PERIONNEL (CONFIDENTIAL DATA)
Pinnacle's key personnel are W. Howard Armstrong, Lisa R. Harrison and Gary W.
Bernethy, P.E.. All have managerial and on- project experience providing land acquisition and
relocation assistance services on highway projects for government agencies, Howard and Lisa
throughout the country and Gary in Texas. Howard, Lisa or Gary will be responsible for all
projects activities undertaken for the City and will also oversee the work product of the agents
assigned to the specific projects. Summary resumes for each are as follows;
W. Howard Armstrong
Howard is President of The Pinnacle Group and is directly involved in the daily management of
contracts underway. He has more than twenty-seven (27) years experience with the Oklahoma
Department of Transportation where he was Chief of he Right of Way Division and with
Universal Field Services, Inc., where he was the Senior Vice President responsible for the
operation of the Government Division. He is also actively involved with the International Right
of Way Association where he is a regular instructor for association courses, and he is Chair of
the Professional Development Committee. Throughout his career he has completed numerous
courses offered by the International Right of Way Association and the Federal Highway
Administration.
Lisa R. Harrison
Lisa is the Executive Vice President of The Pinnacle Group and has more than seven (7) years
experience in the land acquisition profession. She is directly involved in the day to day
management of contracts underway, and is solely responsible for the program development
oversight of relocation assistance services on contracts within Oklahoma. While employed with
Universal Field Services, Inc., she held the positions of a Government Division Corporate
Project Director, Quality Assurance Coordinator and Training Coordinator. Lisa developed and
conducted a training program for all levels of personnel, implemented a full scale quality
assurance program for the Government Division, and was also responsible for corporate
oversight and project staffing for many highway and airport projects throughout the country.
Also, she was Project Manager on eight (8) projects for the Kansas Department of
Transportation where she was responsible for providing both land acquisition and relocation
assistance services. During her career she has completed numerous courses offered by the
International Right of Way Association and the Federal Highway Administration.
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Gary W. Bernethy, P.F.
Gary is Vice President of The Pinnacle Group and has thirty-two (32) years experience in all
phases of land acquisition, property management, relocation assistance services and utility
relocation with a government agency, including serving as Director of Right of Way for the
Texas Department of Transportation for ten (10) years. Gary joined Pinnacle in 1998 to head the
Texas Division and establish an office in Austin, Texas. He is responsible for management
oversight of contracts presently underway in the Texas Division, as well as business
development in the surrounding states including New Mexico. Throughout his career he has
completed numerous courses offered by the International Right of Way Association, the Federal
Highway Administration and he completed the Governor's Executive Development Program at
Lyndon B. Johnson School of Public Affairs
Texas Real Estate Salesperson License Number 0467621.
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Maurice Maluschka
Maurice has thirty four (34) years experience in the right of way profession with the Texas
Department of Transportation which included right of way mapping, fieldnote review, project
release, appraisal, appraisal review, negotiation, relocation assistance and property management.
All staff for a specific project will be reviewed with the City prior to assignment and
certification will be provided stating that all persons assigned to a project meet the minimum
requirements as directed by the City. Also, throughout the project, we will monitor closely the
work of our staff to ensure complete satisfaction by the City. If it is determined that a person
needs specific instruction before being assigned to a project, we have the staff and expertise to
conduct training sessions in any area related to the land acquisition and relocation assistance
process.
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W. HOWARD 24RMIIRONG
IuMMARY
EXPERIENCE
President of Pinnacle Consulting Management Group, Inc. Howard has twenty -six (26) years
experience in all phases of land acquisition and relocation assistance services for government
agencies, including state departments of transportation, airport authorities, transit authorities, cities
and counties. In addition, served as Chief of the Right of Way Division for the Oklahoma
Department of Transportation.
PRESIDENT 1997 -1998
Pinnacle Consulting Management Group, Inc Oklahoma City, OK
The Pinnacle Group was formed in 1997 to provide program management oversight of the land
acquisition process to government agencies and engineering program managers.
Oklahoma Department of Transportation - Right of Way Program Coordinator - Providing
administrative management oversight services of six (6) land acquisition firms acquiring property
for the Capital Improvement Program throughout the State of Oklahoma. This is a fast paced
program involving seventy-nine (79) projects with approximately 2,500 parcels in eight (8)
divisions. Pinnacle is responsible for reviewing legals and plans; reviewing title and obtaining
mortgage releases; reviewing acquisition and relocation parcels; monitoring budgets and
schedules; preparing ANL's and offer letters; approval of offers over $10,000.00; processing
claims and paying claimants; issuance of 1099's; providing quality assurance review of files to
ensure compliance with ODOT and federal regulations; providing comprehensive status reports
of monthly progress and the preparation and monitoring of the Underwriters' Agreements with
cities and municipalities affected by the CIP program. Ultimately, it is the responsibility of
Pinnacle staff to ensure that the right of way is available to meet construction deadlines.
Completion is scheduled for June 2000.
Oklahoma Turnpike Authority - Right of Way Program Manager - Currently serving as the
Right of Way Program Manager for the Oklahoma Turnpike Authority providing Right of Way
Program Management Oversight Services for five (5) new turnpike projects in Oklahoma. Contract
services involve the administrative oversight of Acquisition Service Providers under contract with
the Authority to acquire property and relocate property owners and tenants for the three (3)
segments of the Creek Turnpike in Tulsa, Oklahoma; the extension of the Kilpatrick Turnpike
west to join Interstate 40 in Oklahoma City, and the Norman Spur Turnpike from the H. E. Bailey
Turnpike to U.S. 62. The projects involve approximately three hundred twenty -five (325)
acquisition parcels with fifty (50) relocations. The combined length of all five (5) projects is
approximately fifty -three (53) miles. Responsible for ensuring that all the following are carried
out in accordance with contract requirements: compilation of all forms and documents; maintaining
master status reports; monitoring project schedules; monitoring actual costs versus budgets,
reviewing adequacy of legal descriptions; coordination of plan revisions; reviewing and approving
documentation for accuracy; reviewing and approving acquisition and relocation expenditures;
approving and processing invoices for payment; preparing offer letters; coordinating
condemnations with the General Counsel; conducting quality assurance reviews of the Acquisition
Service Provider's work product for accuracy and compliance with Authority regulations,
coordinating utility relocations and assuring that all project activities are conducted in a manner
that ensures continuity throughout all projects.
P1 l∎l fl C L E
SENIOR VICE PRESIDENT 1987 -1997
Universal Field Services, Inc Tulsa, OK
Resume - W. Howard Armstrong
Page 2
Howard joined Universal in 1987 to head the Government Division. He was responsible for
business development, contract negotiation, client liaison, project staffing and corporate oversight
of projects throughout the nation. He was directly involved in the corporate administration of
highway projects for sixteen (16) State Departments of Transportation, including: Oklahoma,
Texas, Colorado, Kansas, Florida, North Carolina, Massachusetts, Michigan, Pennsylvania,
Virginia, Iowa, California, Arizona, Utah, Montana and Washington, as well as numerous city and
county road projects. Additionally, he was responsible for corporate oversight of airport projects
for the Little Rock Airport Commission, Indianapolis International Airport, Will Rogers Airport
in Oklahoma City, Port of Columbus Airport Authority, City of Houston Department of Aviation,
Lehigh Airport Authority in Pennsylvania and the Rhode Island Airport Authority for both noise
abatement and airport improvement projects involving acquisition and relocation assistance
services. Furthermore, during this time he was Corporate Project Director for the land acquisition
program for the four (4) new turnpike projects constructed under the 1989 bond issue in rural and
urban Oklahoma by the Oklahoma Turnpike Authority involving more than seven hundred (700)
parcels. He was also the Corporate Project Director for the Superconducting Super Collider
Project in Texas which involved acquisition and relocation assistance services for 1,487 parcels.
CHIEF, RIGHT OF WAY DIVISION 1971 -1987
Oklahoma Department of Transportation Oklahoma City, OK
Chief, Right of Way Division - Served as Chief of the Right of Way Division from 1985 to 1987.
Responsibilities included administrative management of Department projects statewide, which
included: right of way engineering; appraisal; appraisal review; negotiation and acquisition;
relocation assistance services; property management and utility relocations. Also, represented the
Office of Land Acquisition in developing project schedules for the Department's five (5) year
construction program. During his tenure as Chief; Howard assisted the Office of Management and
Budget in Washington D.C., in the development and adoption of revisions to the Federal Uniform
Relocation Assistance Act. He testified before House and Senate committees regarding the
legislative changes. Once the revisions had been implemented, he conducted training seminars for
agency personnel nationwide, on how to administer successful land acquisition programs under
m the Uniform Act, as amended.
Assistant Chief, Right of Way - From 1980 to 1985, served as Assistant Chief of the Right of
Way Division. A major accomplishment during this time was the management and successful
completion of the I -235 project in Oklahoma City, a major north/south artery. The project
involved the acquisition of six hundred forty (640) parcels with seven hundred eighty-seven (787)
residential and business relocations.
Manager, Relocation Branch - Served as Manager of the Relocation Branch from 1977 to 1980.
Responsibilities included: problem analysis and resolution pertaining to residential and business
displacements; making recommendations relating to personnel assignments; development of
comprehensive training programs for Branch personnel and streamlining Branch procedures by
consolidating, eliminating or revising forms and reports.
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Resume - W. Howard Armstrong
Page 3
EDUCATION
Supervisor, Relocation Branch - From 1974 to 1977, assisted the Branch Manager in
coordinating field activities on relocation projects. Assigned to handle all complex relocations,
especially major industrial and commercial facilities.
Relocation Agent - Employed from 1971 to 1974 as a Relocation Agent with responsibility for
providing relocation assistance services to residential and business displacees. In addition, handled
all property management activities on assigned projects.
MASTER OF BUSINESS ADMINISTRATION
Central State University Edmond, OK
BACHELOR OF ARTS - POLITICAL SCIENCE/PHILOSOPHY
Southern Nazarene University Bethany, OK
Has attended numerous career related courses conducted by the International Right of Way
Association, American Institute of Real Estate Appraisers, Federal Highway Administration, as
well as business supervision and communication courses presented by the University of Oklahoma.
AFFI LLATIONJ/MEM BE Rf H I PI
Active Member of the International Right of Way Association -Vice Chairman of the Professional
Resources Committee. Past Chairman of Region II, and the Relocation Assistance Committee.
President of Chapter 33 for one year. Voted Right of Way Professional of the Year in 1979 by
Sooner Chapter 33.
Instructor. Instructor for the International Right of Way Association teaching land acquisition
and relocation assistance courses at various levels, from introductory to advanced. Also, he has
instructed various land acquisition and relocation assistance courses for federal and state agencies.
P I N I N I A C L E
LIJ, R. HARRISON
IUMMARY
EXPERIENCE
Executive Vice President of Pinnacle Consulting Management Group, Inc. Lisa has seven (7)
years experience in the land acquisition profession including corporate oversight and project
management of highway and airport projects. Lisa has developed and conducted in -house training
programs for all levels of personnel in the right of way profession from entry to management, and
has selected the staff for many highway and airport projects around the country. In addition, she
has implemented quality assurance programs for highway and airport projects.
EXECUTIVE VICE PRESIDENT 1997 - 1998
Pinnacle Consulting Management Group, Inc Oklahoma City, OK
Oklahoma Department of Transportation - Assistant Right of Way Program Coordinator -
Pinnacle is providing administrative management oversight services of six (6) land acquisition finns
acquiring property for the Capital Improvement Program throughout the State of Oklahoma. This
is a fast paced program involving seventy -nine (79) projects with approximately 2,500 parcels in
eight (8) divisions. Pinnacle is responsible for reviewing legals and plans; reviewing title and
obtaining mortgage releases, reviewing acquisition and relocation parcels; monitoring budgets and
schedules; preparing ANL's and offer letters; approval of offers over $10,000.00; processing
claims and paying claimants; issuance of 1099's, providing quality assurance review of files to
ensure compliance with ODOT and federal regulations; providing comprehensive status reports
of monthly progress and the preparation and monitoring of the Underwriters' Agreements with
cities and municipalities affected by the CIP program. Specific responsibilities include assisting
the Program Coordinator, reviewing all relocation parcels for accuracy and compliance; oversight
of the work product of project personnel; and performing quality assurance reviews.
Oklahoma Turnpike Authority - Assistant Right of Way Program Manager - Currently
serving as the Assistant Right of Way Program Manager for the Oklahoma Turnpike Authority
providing Right of Way Program Management Oversight Services for five (5) new turnpike
projects in Oklahoma. Contract services involve the administrative oversight of Acquisition Service
Providers under contract with the Authority to acquire property and relocate property owners and
tenants for the three (3) segments of the Creek Turnpike in Tulsa, Oklahoma; the extension of the
Kilpatrick Turnpike west to join Interstate 40 in Oklahoma City; and the Norman Spur Turnpike
from the H. E. Bailey Turnpike to U.S. 62. The projects involve approximately three hundred
twenty-five (325) acquisition parcels with fifty (50) relocations. The combined length of all five
(5) projects is approximately fifty -three (53) miles. Responsibilities include management oversight
of the following: compilation of all forms and documents; maintaining master status reports;
monitoring project schedules; monitoring actual costs versus budgets; reviewing adequacy of legal
descriptions; coordination of plan revisions; reviewing and approving documentation for accuracy,
reviewing and approving acquisition and relocation expenditures; approving and processing
invoices for payment; preparing offer letters; coordinating condemnations with the General
Counsel; coordinating utility relocations and assuring that all project activities are conducted in
a manner that ensures continuity throughout all projects. Solely responsible for conducting quality
assurance reviews of the Acquisition Service Provider's work product for accuracy and
compliance with Authority regulations and reviewing all acquisition and relocation parcels prior
to the offers being made.
CORPORATE PROJECT DIRECTOR/QUALITY ASSURANCE COORDINATOR/
PINNIN LE
Resume - Lisa R. Harrison
Page 2
TRAINING COORDINATOR 1992 -1997
Universal Field Services, Inc. Tulsa, OK
Corporate Project Director: Responsible for providing corporate oversight and direction for
Government Division highway and airport projects throughout the nation. Projects involved
hundreds of acquisitions and relocations for the following agencies: the Oklahoma Department
of Transportation, the Texas Department of Transportation - Waco District, the Kansas
Department of Transportation, the North Carolina Department of Transportation, the Pennsylvania
Department of Transportation, the Virginia Department of Transportation, the Massachusetts
Department of Highways, and the Indianapolis Airport Authority. Specific responsibilities
included maintaining regular contact with clients regarding schedules, performance and project
related issues, assigning project staff and reviewing performance, and corporate oversight of
project activities.
Quality Assurance Coordinator: Responsible for quality assurance reviews of government
projects to verify compliance with the client's specific internal policies and procedures, federal
regulations and Universal's internal audit requirements. Conducted quality assurance reviews for
the agencies listed above, as well as the California Department of Transportation, the Arizona
Department of Transportation, the Washington Department of Transportation, the Little Rock
Airport Commission and the Oklahoma City Airport Trust. A11 reviews conformed to the Federal
Uniform Relocation Assistance and Real Property Act, as amended, and the rules and regulations
of the Federal Highway Administration (FHWA), the Federal Aviation Administration (FAA) or
the specific acquiring agency.
Training Coordinator: Responsible for the development and the implementation of Universal's
internal training program which covered land acquisition, relocation assistance services, both
introductory and advanced, and project management. Courses were developed for persons new
to the profession, as well as to provide continuing education for experienced personnel. Also,
conducted pre - project overviews of procedures specific to client/state/agency policies, procedures
and requirements for project managers and agents as part of the project start-up program.
Possesses extensive knowledge of federal agency regulations, as well as many state programs,
which is essential for accurate interpretation and providing instruction to others.
Project Manager: Managed eight (8) projects for the Kansas Department of Transportation in
Shawnee, Jefferson, Riley, Geary, Clay and Cloud Counties. The projects involved the acquisition
of more than five hundred fifty (550) parcels with approximately one hundred (100) residential and
business relocations. Project responsibilities included daily project oversight of appraisals and
acquisition activities; computation of supplemental housing entitlements; providing relocation
assistance services to displacees; monitoring project schedules; problem analysis and addressing
issues raised by property owners; as well as coordinating all project related activities with the
client.
Land Acquisition/Relocation Agent: Assigned to a project for the Oklahoma City Airport Trust
involving the acquisition of one hundred fifty (150) parcels and relocation of the occupants of one
hundred forty -nine (149) single family dwellings as part of a noise compatibility project for the
City of Oklahoma City Airport Trust in accordance with the Federal Uniform Relocation
Assistance and Real Property Acquisition Policies Act and Federal Aviation Administration
regulations, Specific responsibilities included: courthouse search of ownership; negotiating with
property owners; providing relocation assistance services to the displacees; property management
(including securing property and preparing for demolition) and records management.
P1NNA.CLE
Resume - Lisa R. Harrison
Page 3
EDUCATION
Administration: Assigned to reconcile utility relocation billings for the Creek, Cherokee,
Chickasaw and John Kilpatrick Turnpike projects for the Oklahoma Tumpike Authority. Also,
assigned to the US 61 project in Des Moines County for the Iowa Department of Transportation
as a Closing Agent. Assisted the broker in providing closing services for seventy -one (71) parcels.
Prepared all conveyance documents, obtained all necessary releases, and secured property owners'
signatures. In addition, served as an Administrative Assistant to the Project Manager assisting
with records supervision, document review and billing preparation for one hundred eleven (111)
parcels in Carter County and one hundred twenty-three (123) parcels in Tulsa County for the
Oklahoma Department of Transportation.
GRADUATE ASSISTANT/INSTRUCTOR
The University of Oklahoma
Instructed undergraduate students in the following courses:
Experimental Psychology (Lab) - 1 semester
Introduction to Psychology - 2 semesters
Introduction to Psychology (Lab) - 1 semester
Introduction to Developmental Psychology - 1 semester
Animal Behavior Lecture and Lab - 1 semester
Analysis and Interpretation of Data for Behavioral Sciences - 5 semesters
Statistics (Lab Coordinator) - 3 semesters
MASTER OF SCIENCE - PSYCHOLOGY
The University of Oklahoma Norman, OK
BACHELOR OF ARTS - PSYCHOLOGY
The University of Oklahoma Norman, OK
Numerous International Right of Way Association career related courses
FHWA Advanced Relocation Course
AFFI LIATIONI/MEMBERIHI PI
Active Member of the International Right of Way Association, Chapter 33
SR/WA Candidate
1988 -1992
Norman, OK
P 1 1V N� I E
GARY BERNETHY, P.E.
IUMM ARY
EXPERIENCE
Vice President of Pinnacle Consulting Management Group, Inc. Gary has thirty -two (32) years
experience in all phases of land acquisition, property management, relocation assistance services
and utility relocation with a government agency, including serving as Director of Right of Way for
the Texas Department of Transportation.
VICE PRESIDENT 1998
Pinnacle Consulting Management Group, Inc Round Rock, 7X
Gary joined The Pinnacle Group in 1998 to establish and open a branch office in Texas He will
have corporate oversight responsibility for all projects under his jurisdiction.
DIRECTOR OF RIGHT OF WAY, RIGHT OF WAY DIVISION 1966 -1998
Texas Department of Transportation Austin, TX
Director of Right of Way - Saved as Director of Right of Way from 1988 to 1998, during which
time he was responsible for all real estate acquisition for TxDOT. These duties included facilities
location determination, surplus property management, and the oversight of a $250 million dollar
annual right of way acquisition program. These responsibilities included administrative
management of the statewide program and the assurance of available funding to support the
program. Services included were right of way mapping and engineering, appraisal, appraisal
review, negotiation and acquisition, eminent domain proceedings that included the subntission of
all legal papers to the Attorney General, relocation assistance, property management and utility
relocations. Over and above that the Division was responsible for Highway Beautification
Program, Transportation Corporations, Road Utility Districts and the disposal of large tracts of
land purchased by the Department as legislatively mandated.
Assistant District Engineer, Lubbock District - Served as Assistant District Engineer in the
Lubbock District from 1985 to 1988 with oversight of design, planning, public transportation
right of way and project scheduling. Responsibilities included maintaining the project letting
schedule for the Lubbock District.
District Administrative Engineer, Lubbock District - Served as Administrative Engineer from
1983 to 1985 with oversight of right of way, accounting, warehouse and personnel for the district
that consisted of over 500 employees.
District Right of Way Engineer, Lubbock District - Served as District Right of Way Engineer
of the Lubbock District from 1975 to 1983. Responsible for the acquisition of all right of way
necessary to meet construction needs of the district. Primary responsibility was the acquisition of
right of way for I.H. 27 from Lubbock to the north district line (approx. 80 miles), consisting of
more than 1000 parcels.
P1NN LE
Resume - Gary W. Bernethy
Page 2
EDUCATION
Assistant Right of Way Engineer, Lubbock District - Served as Assistant Right of Way
Engineer of the Lubbock District from 1973 to 1975. Primary responsibility was the relocation
of all utilities to accommodate the highway construction needs of the district.
Right of Way Agent, Lubbock District - Served in various positions as a Right of Way Agent
from 1966 to 1973. Those assignments consisted of drafting, right of way map preparation,
relocation assistance, highway beautification map and inventory preparation, negotiation and field
note review.
BACHELOR OF SCIENCE- INDUSTRIAL ENGINEERING
Texas Tech University Lubbock, TX
Has attended numerous career related courses conducted by Federal Highway Administration,
American Institute of Real Estate Appraisers, International Right of Way Association, as well as
management, automation and appraisal courses presented by Texas Tech University.
AFFI IJATIONJ/MEMBERJHI PI
Active member of Texas Society of Professional Engineers. Past treasure and vice president of
the Lubbock Chapter.
Active Member of the International Right of Way Association- Regional Member of the
International Transportation Committee for three years.
Active member of the American Association of State Highway Officials Right of Way
Subcommittee - Regional Member of Executive Committee for eight years.
P1NI(VAS.CLE
ALL PARTIES HEREBY AGREE WITH THE CONDITIONS AND FEES AS SET
FORTH IN THE ABOVE CONTRACT.
CITY OF ROUND ROCK
MAYOR OF CITY OF ROUND ROCK
DATE
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THE PINNACLE GROUP
2/y 7
DATE
PINN,A LC E
DATE: May 7, 1999
SUBJECT: City Council Meeting — May 13, 1999
ITEM: 13.B.11. Consider a resolution authorizing the Mayor to execute an
agreement with Pinnacle Consulting Management Group, Inc. for
right of way acquisition services for the determination of ownership,
appraisal, negotiation, and acquisition of right of way for the
widening of US 79 from CR 195 to CR 122. The City has agreed to
acquire the right of way for the widening of US 79 from CR 195 to
McNutt Creek for the portion of the highway within the City limits.
Staff has negotiated an agreement with Pinnacle Consulting
Management Group, Inc. to provide appraisal, negotiation, and
acquisition services to the City for the right of way required for this
project. Staff recommends your approval of this agreement. Staff
Resource Person: Jim Nuse, Public Works Director.
1t . M
0 ���- `.e CITY OF ROUND ROCK
eiu/t trtr
Mayor
Robert A. Stlaka-
Mayor Pro-tem
Martha A. CMvee
Council Members
Tam Nielson
Earl M. Hairston
Rick Stewart
Earl Palmer
Jimmy Joseph
City Manager
Robert L Bennett, .k
City Attorney
Stephan L Sheets
October 7, 1999
Mr. Gary W. Bemethy
Pinnacle Consulting Management Group, Inc.
1000 Heritage Center Circle
Round Rock, Texas 78664
Dear Mr. Bemethy:
221 East Main Street
Round Rock. Texas 78664
512 -218 -5400
The Round Rock City Council approved Resolution No. R- 99- 05- 13 -13B11 at their
regularly scheduled meeting on May 13, 1999. This resolution approves the contract for
professional right -of -way acquisition services for the determination of ownership,
appraisal, negotiation and acquisition of right -of -way for the widening of US 79 from
CR 195 to CR 12.
Enclosed is a copy of the resolution and contract for your files. If you have any
questions, please do not hesitate to contact Tom Word at 218 -5555.
Sincerely,
Joanne Land
Assistant City Manager/
City Secretary
Enclosures
Fax: 512- 218 -7097
1- 800 - 735 -2989 TDD 1- 800 -735 -2988 Voice
www.ci.round- rock.tx.us
1 k -a9 -05-8_) 3 II
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1 P1NN CLE
1 CONJULTING MANAGEMENT GROUP INC
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PROPOl2►L
RIGHT OF WAY /REAL EITATE JERVICEJ
,APPRUU4L., ,CQUU1TION, TITLE &
COURT RELATED IERVICEI
FOR THE
CITY OF ROUND ROCK
UJ. 79 WIDENING
REVIJED TO EXCLUDE COUNTY PORTION
,APRIL 22, 1999
PI 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
U.S. 79, from Old Settlers Park to the existing location of County Road 122, approx. 1.6 miles
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:
Principal:
Officers:
PROJECT UNDERITANDING
Corporation (Oklahoma) authorized in Texas
W. Howard Armstrong, President
Oklahoma City, Oklahoma
Lisa R. Harrison, Executive Vice President
Oklahoma City, Oklahoma
Gary W. Bernethy, P.E., Vice President, Texas Division
Austin, Texas
The City of Round Rock and Williamson County wishes to acquire the necessary right of way
and relocate the utilities to accommodate the proposed construction letting of September 1999,
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 construction phase of 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.
P1NN,CLE
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.
• Pinnacle will contract with Kokel & Associates, of Georgetown, Tx. to appraise
all properties for which title will be transferred to the State of Texas. The width
of the property to be acquired will vary between 85 feet and 110 feet depending
on design requirements.
• 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.
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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.
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 all construction information
available will be fully explained to the property owner.
• 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 how the offer was arrived at, as well as how the
construction will affect their property.
• 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 are not anticipated on this project however
Incidental Expenses are a part of relocation assistance and some recording fees,
etc. can be eligible expenses.
5. 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.
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PIT4N11� LE
• The objective of Pinnacle is to provide the highest quality of service to the City.
COURT RELATED IERVICEI
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
Virginia Department of Transportation - Mr. Stuat 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
"COPE 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
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P1NI1 C E
• Negotiate acquisitions
• Prepare easement releases and obtain releases
• Prepare negotiator reports
• Prepare request for payment and close acquisition
• Negotiate possible exchange instruments
• Provide any court related services should condemnation be required
• Record all instruments of conveyance
• Provide City of Round Rock completed acquisition files
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.
COLT AND PRICING INFORMATION
The Pinnacle Group will contract with Georgetown Title Company, Inc. to provide title
information under two (2) options the first that they provide title insurance that is based on the
actual price paid for the property or without title insurance the company will research
ownership, liens, and easements at a cost of $150.00 per tract plus cost of copies.
APPRAISAL SERVICES
Kokel Appraisal Associates will provide all appraisal services,
with reports(5) delivered within 45 days of receiving notice to proceed
at a cost of: $ 7,750.00
An additional fee of $400.00 per parcel will apply for each parcel
in which a supplemental appraisal is required for a utility easement.
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: $ 10,232.00
An additional fee of $750.00 per parcel will apply for each parcel
which requires the acquisition of a utility easement.
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P 1 1N1 1■ I E
RECORDING FEES
The City of Round Rock will pay actual cost of all required
recording and filing costs
COURT RELATED FEES
BILLING
Updating appraisals, preparation and testimony shall be billed as follows;
Larry D. Kokel, ARA, MAI $100.00/hour
Appraisal Associate $ 75.00/hour
Administrative Support $ 50.00/hour
Mileage $ 00.325 /mile
Long distance calls, exhibits Actual Cost
& miscellaneous
Acquisition cost for preparation and testimony shall be billed as follows;
Gary W. Bemethy, P.E. $ 85.00 /hour
Mileage $ 00.31 /mile
Pinnacle will honor the above rates for our services provided the contract is awarded by May 31,
1999.
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.
Billings for appraisal work shall be included in the monthly billing for Pinnacle work upon
acceptance of report.
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 this contract.
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P1 NNN C E
APPENDIX 1
PROJECT PERIONNEL
CONFIDENTIAL DATA
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P1 E
PROJECT PERIONNEL (CONFIDENTIAL DMA)
Pinnacle's key personnel are W. Howard Armstrong, Lisa R. Harrison and Gary W.
Bernethy, P.E.. All have managerial and on- project experience providing land acquisition and
relocation assistance services on highway projects for government agencies, Howard and Lisa
throughout the country and Gary in Texas. Howard, Lisa or Gary will be responsible for all
projects activities undertaken for the City and will also oversee the work product of the agents
assigned to the specific projects. Summary resumes for each are as follows;
W. Howard Armstrong
Howard is President of The Pinnacle Group and is directly involved in the daily management of
contracts underway. He has more than twenty -seven (27) years experience with the Oklahoma
Department of Transportation where he was Chief of he Right of Way Division and with
Universal Field Services, Inc., where he was the Senior Vice President responsible for the
operation of the Government Division. He is also actively involved with the International Right
of Way Association where he is a regular instructor for association courses, and he is Chair of
the Professional Development Committee. Throughout his career he has completed numerous
courses offered by the International Right of Way Association and the Federal Highway
Administration.
Lisa R. Harrison
Lisa is the Executive Vice President of The Pinnacle Group and has more than seven (7) years
experience in the land acquisition profession. She is directly involved in the day to day
management of contracts underway, and is solely responsible for the program development
oversight of relocation assistance services on contracts within Oklahoma. While employed with
Universal Field Services, Inc., she held the positions of a Government Division Corporate
Project Director, Quality Assurance Coordinator and Training Coordinator. Lisa developed and
conducted a training program for all levels of personnel, implemented a full scale quality
assurance program for the Government Division, and was also responsible for corporate
oversight and project staffing for many highway and airport projects throughout the country.
Also, she was Project Manager on eight (8) projects for the Kansas Department of
Transportation where she was responsible for providing both land acquisition and relocation
assistance services. During her career she has completed numerous courses offered by the
International Right of Way Association and the Federal Highway Administration.
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P1NNAC E
Gary W. Bernethy, P.E.
Gary is Vice President of The Pinnacle Group and has thirty -two (32) years experience in all
phases of land acquisition, property management, relocation assistance services and utility
relocation with a government agency, including serving as Director of Right of Way for the
Texas Department of Transportation for ten (10) years. Gary joined Pinnacle in 1998 to head the
Texas Division and establish an office in Austin, Texas. He is responsible for management
oversight of contracts presently underway in the Texas Division, as well as business
development in the surrounding states including New Mexico. Throughout his career he has
completed numerous courses offered by the International Right of Way Association, the Federal
Highway Administration and he completed the Governor's Executive Development Program at
Lyndon B. Johnson School of Public Affairs.
Texas Real Estate Salesperson License Number 0467621.
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P1NN4% LE
Maurice Maluschka
Maurice has thirty four (34) years experience in the right of way profession with the Texas
Department of Transportation which included right of way mapping, fieldnote review, project
release, appraisal, appraisal review, negotiation, relocation assistance and property management.
All staff for a specific project will be reviewed with the City prior to assignment and
certification will be provided stating that all persons assigned to a project meet the minimum
requirements as directed by the City. Also, throughout the project, we will monitor closely the
work of our staff to ensure complete satisfaction by the City. If it is determined that a person
needs specific instruction before being assigned to a project, we have the staff and expertise to
conduct training sessions in any area related to the land acquisition and relocation assistance
process.
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P1 N 4AC E
W. HOWARD •%RMJIRONG
EXPERIENCE
President of Pinnacle Consulting Management Group, Inc. Howard has twenty -six (26) years
experience in all phases of land acquisition and relocation assistance services for government
agencies, including state departments of transportation, airport authorities, transit authorities, cities
and counties. In addition, served as Chief of the Right of Way Division for the Oklahoma
Department of Transportation.
PRESIDENT 1997 -1998
Pinnacle Consulting Management Group, Inc. Oklahoma City, OK
The Pinnacle Group was formed in 1997 to provide program management oversight of the land
acquisition process to government agencies and engineering program managers.
Oklahoma Department of Transportation - Right of Way Program Coordinator - Providing
administrative management oversight services of six (6) land acquisition firms acquiring property
for the Capital Improvement Program throughout the State of Oklahoma. This is a fast paced
program involving seventy -nine (79) projects with approximately 2,500 parcels in eight (8)
divisions. Pinnacle is responsible for reviewing legals and plans; reviewing title and obtaining
mortgage releases; reviewing acquisition and relocation parcels; monitoring budgets and
schedules; preparing ANL's and offer letters; approval of offers over $10,000.00; processing
claims and paying claimants; issuance of 1099's; providing quality assurance review of files to
ensure compliance with ODOT and federal regulations; providing comprehensive status reports
of monthly progress and the preparation and monitoring of the Underwriters' Agreements with
cities and municipalities affected by the CIP program. Ultimately, it is the responsibility of
Pinnacle staff to ensure that the right of way is available to meet construction deadlines.
Completion is scheduled for June 2000.
Oklahoma Turnpike Authority - Right of Way Program Manager - Currently serving as the
Right of Way Program Manager for the Oklahoma Turnpike Authority providing Right of Way
Program Management Oversight Services for five (5) new turnpike projects in Oklahoma. Contract
services involve the administrative oversight of Acquisition Service Providers under contract with
the Authority to acquire property and relocate property owners and tenants for the three (3)
segments of the Creek Turnpike in Tulsa, Oklahoma; the extension of the Kilpatrick Turnpike
west to join Interstate 40 in Oklahoma City; and the Norman Spur Turnpike from the H. E. Bailey
Turnpike to U.S 62. The projects involve approximately three hundred twenty -five (325)
acquisition parcels with fifty (50) relocations. The combined length of all five (5) projects is
approximately fifty -three (53) miles. Responsible for ensuring that all the following are carried
out in accordance with contract requirements: compilation of all forms and documents; maintaining
master status reports; monitoring project schedules; monitoring actual costs versus budgets;
reviewing adequacy of legal descriptions; coordination of plan revisions; reviewing and approving
documentation for accuracy; reviewing and approving acquisition and relocation expenditures;
approving and processing invoices for payment; preparing offer letters, coordinating
condemnations with the General Counsel; conducting quality assurance reviews of the Acquisition
Service Provider's work product for accuracy and compliance with Authority regulations;
coordinating utility relocations and assuring that all project activities are conducted in a manner
that ensures continuity throughout all projects.
P1 E
Resume - W. Howard Armstrong
Page 2
SENIOR VICE PRESIDENT 1987 -1997
Universal Field Services, Inc Tulsa, OK
Howard joined Universal in 1987 to head the Government Division. He was responsible for
business development, contract negotiation, client liaison, project staffing and corporate oversight
of projects throughout the nation. He was directly involved in the corporate administration of
highway projects for sixteen (16) State Departments of Transportation, including: Oklahoma,
Texas, Colorado, Kansas, Florida, North Carolina, Massachusetts, Michigan, Pennsylvania,
Virginia, Iowa, California, Arizona, Utah, Montana and Washington, as well as numerous city and
county road projects. Additionally, he was responsible for corporate oversight of airport projects
for the Little Rock Airport Commission, Indianapolis International Airport, Will Rogers Airport
in Oklahoma City, Port of Columbus Airport Authority, City of Houston Department of Aviation,
Lehigh Airport Authority in Pennsylvania and the Rhode Island Airport Authority for both noise
abatement and airport improvement projects involving acquisition and relocation assistance
services. Furthermore, during this time he was Corporate Project Director for the land acquisition
program for the four (4) new turnpike projects constructed under the 1989 bond issue in rural and
urban Oklahoma by the Oklahoma Turnpike Authority involving more than seven hundred (700)
parcels. He was also the Corporate Project Director for the Superconducting Super Collider
Project in Texas which involved acquisition and relocation assistance services for 1,487 parcels.
CHIEF, RIGHT OF WAY DIVISION 1971 -1987
Oklahoma Department of Transportation Oklahoma City, OK
Chief, Right of Way Division - Served as Chief of the Right of Way Division from 1985 to 1987.
Responsibilities included administrative management of Department projects statewide, which
included: right of way engineering; appraisal; appraisal review; negotiation and acquisition;
relocation assistance services; property management and utility relocations. Also, represented the
Office of Land Acquisition in developing project schedules for the Department's five (5) year
construction program. During his tenure as Chief, Howard assisted the Office of Management and
Budget in Washington D.C., in the development and adoption of revisions to the Federal Uniform
Relocation Assistance Act. He testified before House and Senate committees regarding the
legislative changes. Once the revisions had been implemented, he conducted training seminars for
agency personnel nationwide, on how to administer successful land acquisition programs under
the Uniform Act, as amended.
Assistant Chief, Right of Way - From 1980 to 1985, served as Assistant Chief of the Right of
Way Division. A major accomplishment during this time was the management and successful
completion of the I -235 project in Oklahoma City, a major north/south artery. The project
involved the acquisition of six hundred forty (640) parcels with seven hundred eighty -seven (787)
residential and business relocations.
Manager, Relocation Branch - Served as Manager of the Relocation Branch from 1977 to 1980_
Responsibilities included: problem analysis and resolution pertaining to residential and business
displacements; malting recommendations relating to personnel assignments; development of
comprehensive training programs for Branch personnel and streamlining Branch procedures by
consolidating, eliminating or revising forms and reports.
P1 NNAS.CLE
Resume - W. Howard Armstrong
Page 3
EDUCATION
Supervisor, Relocation Branch - From 1974 to 1977, assisted the Branch Manager in
coordinating field activities on relocation projects. Assigned to handle all complex relocations,
especially major industrial and commercial facilities.
Relocation Agent - Employed from 1971 to 1974 as a Relocation Agent with responsibility for
providing relocation assistance services to residential and business displacees. In addition, handled
all property management activities on assigned projects.
MASTER OF BUSINESS ADMAIISTRATION
Central State University Edmond, OK
BACHELOR OF ARTS - POLPITCAL SCIENCE/PHILOSOPHY
Southern Nazarene University Bethany, OK
Has attended numerous career related courses conducted by the International Right of Way
Association, American Institute of Real Estate Appraisers, Federal Highway Administration, as
well as business supervision and communication courses presented by the University of Oklahoma.
AFFI L IATIONI/MEM BER/H I PI
Active Member of the international Right of Way Association -Vice Chairman of the Professional
Resources Corrmtittee. Past Chairman of Region II, and the Relocation Assistance Committee.
President of Chapter 33 for one year Voted Right of Way Professional of the Year in 1979 by
Sooner Chapter 33.
Instructor Instructor for the International Right of Way Association teaching land acquisition
and relocation assistance courses at various levels, from introductory to advanced. Also, he has
instructed various land acquisition and relocation assistance courses for federal and state agencies.
PINNNA LE
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1 UTA► R. HARRIION
1 IUMM,ARI'
Executive Vice President of Pinnacle Consulting Management Group, Inc. Lisa has seven (7)
years experience in the land acquisition profession including corporate oversight and project
1 management of highway and airport projects. Lisa has developed and conducted in -house training
programs for all levels of personnel in the right of way profession from entry to management, and
has selected the staff for many highway and airport projects around the country. In addition, she
has implemented quality assurance programs for highway and airport projects.
1 EXPERIENCE
1 EXECUTIVE VICE PRESIDENT 1997 - 1998
Pinnacle Consulting Management Group, Inc. Oklahoma City, OK
I Oklahoma Department of Transportation - Assistant Right of Way Program Coordinator -
Pinnacle is providing administrative management oversight services of six (6) land acquisition firms
acquiring property for the Capital Improvement Program throughout the State of Oklahoma. This
I is a fast paced program involving seventy -nine (79) projects with approximately 2,500 parcels in
eight (8) divisions. Pinnacle is responsible for reviewing legals and plans; reviewing title and
obtaining mortgage releases; reviewing acquisition and relocation parcels; monitoring budgets and
schedules; preparing ANL's and offer letters; approval of offers over $10,000.00; processing
I
claims and paying claimants; issuance of 1099's, providing quality assurance review of files to
ensure compliance with ODOT and federal regulations; providing comprehensive status reports
of monthly progress and the preparation and monitoring of the Underwriters' Agreements with
1 cities and municipalities affected by the CIP program. Specific responsibilities include assisting
the Program Coordinator; reviewing all relocation parcels for accuracy and compliance; oversight
of the work product of project personnel; and performing quality assurance reviews.
I Oklahoma Turnpike Authority - Assistant Right of Way Program Manager - Currently
serving as the Assistant Right of Way Program Manager for the Oklahoma Turnpike Authority
providing Right of Way Program Management Oversight Services for five (5) new turnpike
I projects in Oklahoma. Contract services involve the administrative oversight of Acquisition Service
Providers under contract with the Authority to acquire property and relocate property owners and
tenants for the three (3) segments of the Creek Turnpike in Tulsa, Oklahoma; the extension of the
I Kilpatrick Turnpike west to join Interstate 40 in Oklahoma City; and the Norman Spur Turnpike
from the H. E. Bailey Turnpike to U.S. 62. The projects involve approximately three hundred
twenty -five (325) acquisition parcels with fifty (50) relocations. The combined length of all five
(5) projects is approximately fifty -three (53) miles. Responsibilities include management oversight
I of the following: compilation of all forms and documents; maintaining master status reports;
monitoring project schedules; monitoring actual costs versus budgets; reviewing adequacy of legal
descriptions; coordination of plan revisions; reviewing and approving documentation for accuracy;
1 reviewing and approving acquisition and relocation expenditures; approving and processing
invoices for payment; preparing offer letters; coordinating condemnations with the General
Counsel; coordinating utility relocations and assuring that all project activities are conducted in
a manner that ensures continuity throughout all projects. Solely responsible for conducting quality
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assurance reviews of the Acquisition Service Provider's work product for accuracy and
compliance with Authority regulations and reviewing all acquisition and relocation parcels prior
to the offers being made.
I CORPORATE PROJECT DIRECTOR/QUALITY ASSURANCE COORDINATOR/
1 P1(VN L E
Resume - Lisa R. Harrison
Page 2
TRAINING COORDINATOR 1992 - 1997
Universal Field Services, Inc Tulsa, OK
Corporate Project Director: Responsible for providing corporate oversight and direction for
Government Division highway and airport projects throughout the nation_ Projects involved
hundreds of acquisitions and relocations for the following agencies: the Oklahoma Department
of Transportation, the Texas Department of Transportation - Waco District, the Kansas
Department of Transportation, the North Carolina Department of Transportation, the Pennsylvania
Department of Transportation, the Virginia Department of Transportation, the Massachusetts
Department of Highways, and the Indianapolis Airport Authority. Specific responsibilities
included maintaining regular contact with clients regarding schedules, performance and project
related issues, assigning project staff and reviewing performance, and corporate oversight of
project activities.
Quality Assurance Coordinator: Responsible for quality assurance reviews of government
projects to verify compliance with the client's specific internal policies and procedures, federal
regulations and Universal's internal audit requirements. Conducted quality assurance reviews for
the agencies listed above, as well as the California Department of Transportation, the Arizona
Department of Transportation, the Washington Department of Transportation, the Little Rock
Airport Commission and the Oklahoma City Airport Trust. All reviews conformed to the Federal
Uniform Relocation Assistance and Real Property Act, as amended, and the rules and regulations
of the Federal Highway Administration (FHWA), the Federal Aviation Administration (FAA) or
the specific acquiring agency.
Training Coordinator. Responsible for the development and the implementation of Universal's
internal training program which covered land acquisition, relocation assistance services, both
introductory and advanced, and project management. Courses were developed for persons new
to the profession, as well as to provide continuing education for experienced personnel. Also,
conducted pre - project overviews of procedures specific to client /state/agency policies, procedures
and requirements for project managers and agents as part of the project start -up program.
Possesses extensive knowledge of federal agency regulations, as well as many state programs,
which is essential for accurate interpretation and providing instruction to others.
Project Manager: Managed eight (8) projects for the Kansas Department of Transportation in
Shawnee, Jefferson, Riley, Geary, Clay and Cloud Counties. The projects involved the acquisition
of more than five hundred fifty (550) parcels with approximately one hundred (100) residential and
business relocations. Project responsibilities included daily project oversight of appraisals and
acquisition activities; computation of supplemental housing entitlements; providing relocation
assistance services to displacees; monitoring project schedules; problem analysis and addressing
issues raised by property owners; as well as coordinating all project related activities with the
client.
Land Acquisition/Relocation Agent: Assigned to a project for the Oklahoma City Airport Trust
involving the acquisition of one hundred fifty (150) parcels and relocation of the occupants of one
hundred forty -nine (149) single family dwellings as part of a noise compatibility project for the
City of Oklahoma City Airport Trust in accordance with the Federal Uniform Relocation
Assistance and Real Property Acquisition Policies Act and Federal Aviation Administration
regulations. Specific responsibilities included: courthouse search of ownership; negotiating with
property owners; providing relocation assistance services to the displacees; property management
(including securing property and preparing for demolition) and records management.
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Resume - Lisa R. Harrison
Page 3
EDUCATION
Administration: Assigned to reconcile utility relocation billings for the Creek, Cherokee,
Chickasaw and John Kilpatrick Turnpike projects for the Oklahoma Turnpike Authority Also,
assigned to the US 61 project in Des Moines County for the Iowa Department of Transportation
as a Closing Agent. Assisted the broker in providing closing services for seventy -one (71) parcels.
Prepared all conveyance documents, obtained all necessary releases, and secured property owners'
signatures. In addition, served as an Administrative Assistant to the Project Manager assisting
with records supervision, document review and billing preparation for one hundred eleven (111)
parcels in Carter County and one hundred twenty-three (123) parcels in Tulsa County for the
Oklahoma Department of Transportation.
GRADUATE ASSISTANT/INSTRUCTOR
The University of Oklahoma
MASTER OF SCIENCE - PSYCHOLOGY
The University of Oklahoma Norman, OK
BACHELOR OF ARTS - ,PSYCHOLOGY
The University of Oklahoma Norman, OK
Numerous International Right of Way Association career related courses
FHWA Advanced Relocation Course
AIF FI UATIONI/MEM BERM l PI
Instructed undergraduate students in the following courses:
Active Member of the International Right of Way Association, Chapter 33
SR/WA Candidate
Experimental Psychology (Lab) - 1 semester
Introduction to Psychology - 2 semesters
Introduction to Psychology (Lab) - 1 semester
Introduction to Developmental Psychology - 1 semester
Animal Behavior Lecture and Lab - 1 semester
Analysis and Interpretation of Data for Behavioral Sciences - 5 semesters
Statistics (Lab Coordinator) - 3 semesters
1988 -1992
Norman, OK
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GARY BERNETHY, P.E.
EXPERIENCE
Vice President of Pinnacle Consulting Management Group, Inc. Gary has thirty -two (32) years
experience in all phases of land acquisition, property management, relocation assistance services
and utility relocation with a government agency, including serving as Director of Right of Way for
the Texas Department of Transportation.
VICE PRESIDENT
Pinnacle Consulting Management Group, Inc.
1998
Round Rock, TX
Gary joined The Pinnacle Group in 1998 to establish and open a branch office in Texas. He will
have corporate oversight responsibility for all projects under his jurisdiction.
DIRECTOR OF RIGHT OF WAY, RIGHT OF WAY DIVISION 1966-1998
Texas Department of Transportation Austin, TX
Director of Right of Way - Served as Director of Right of Way from 1988 to 1998, during which
time he was responsible for all real estate acquisition for TxDOT. These duties included facilities
location determination, surplus property management, and the oversight of a $250 million dollar
annual right of way acquisition program. These responsibilities included administrative
management of the statewide program and the assurance of available funding to support the
program. Services included were right of way mapping and engineering, appraisal, appraisal
review, negotiation and acquisition, eminent domain proceedings that included the submission of
all legal papers to the Attorney General, relocation assistance, property management and utility
relocations. Over and above that the Division was responsible for Highway Beautification
Program, Transportation Corporations, Road Utility Districts and the disposal of large tracts of
land purchased by the Department as legislatively mandated.
Assistant District Engineer, Lubbock District - Served as Assistant District Engineer in the
Lubbock District from 1985 to 1988 with oversight of design, planning, public transportation
right of way and project scheduling. Responsibilities included maintaining the project letting
schedule for the Lubbock District,
District Administrative Engineer, Lubbock District - Served as Administrative Engineer from
1983 to 1985 with oversight of right of way, accounting, warehouse and personnel for the district
that consisted of over 500 employees,
District Right of Way Engineer, Lubbock District - Served as District Right of Way Engineer
of the Lubbock District from 1975 to 1983. Responsible for the acquisition of all right of way
necessary to meet construction needs of the district. Primary responsibility was the acquisition of
right of way for 1.11. 27 from Lubbock to the north district line (approx. 80 miles), consisting of
more than 1000 parcels.
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Resume - Gary W. Bernethy
Page 2
EDUCATION
Assistant Right of Way Engineer, Lubbock District - Served as Assistant Right of Way
Engineer of the Lubbock District from 1973 to 1975. Primary responsibility was the relocation
of all utilities to accommodate the highway construction needs of the district.
Right of Way Agent, Lubbock District - Served in various positions as a Right of Way Agent
from 1966 to 1973. Those assignments consisted of drafting, right of way map preparation,
relocation assistance, highway beautification map and inventory preparation, negotiation and field
note review.
BACHELOR OF SCIENCE - INDUSTRIAL ENGINEERING
Texas Tech University Lubbock, 7X
Has attended numerous career related courses conducted by Federal Highway Administration,
American Institute of Real Estate Appraisers, International Right of Way Association, as well as
management, automation and appraisal courses presented by Texas Tech University.
AFFI LLATIOW /MEMBERMI PI
Active member of Texas Society of Professional Engineers. Past treasure and vice president of
the Lubbock Chapter.
Active Member of the International Right of Way Association - Regional Member of the
International Transportation Committee for three years.
Active member of the American Association of State Highway Officials Right of Way
Subcommittee- Regional Member of Executive Committee for eight years.
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ALL PARTIES HEREBY AGREE WITH THE CONDITIONS AND FEES AS SET
FORTH IN THE ABOVE CONTRACT.
CITY OF ROUND ROCK
,v / /..
MAYOR OF CITY • F YI UND ROCK = t 1 SIDENT
DATE
5 - qq
11
THE PINNACLE GROUP
DATE
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