2-Acquisition and Relocation Services On Call Key Personnel Bio Form - TEAM.pdf

Key Personnel Bio

Solicitation No: BPM006797 Available online at https://app.az.gov

• The Offeror shall complete this form for each key personnel proposed.

• The Offeror shall describe relevant professional qualifications, experience and expertise for any resultant contract.

• The Offeror shall detail relevant work experience where they had a significant role that demonstrates their capability relevant to their proposed role in this contract.

• The Offeror may attach a brief resume to the Bio form outlining their qualifications, experience, and credentials. Any resume submitted is supplemental to this form and does not replace the requirement to complete the Key Personnel Bio.

Background

Name Mornith “Clark” Hochstein Proposed Role Project Manager % Time

Available 50%

Name of Firm

Consultant Engineering, Inc.

Years with Firm 9.5

Current Position with Firm Vice President, Designated Broker/Real Estate Services Division Manager & Firm Partner

Years in Position

Professional Credentials, Education, Training, Licenses, Certifications, etc.

Bachelor of Business Administration, University of Alaska, Fairbanks, AK, 1997; Principles of Real Estate- Broker, US Realty University; State of Arizona Real Estate Brokers License #BR649057000; State of Arizona Notary Public Commission #585728

AZ Real Estate

License #

BR649057000

Acquisitions Total Years Experience

21 Total Gov’t Experience

23 Relocations Total Years Experience

21 Total Gov’t Experience

ARMLS Account Yes No Electronic Key

Access Yes No AZ Notary

Commission Yes No

Relevant Work Experience

1.

Describe knowledge and experience in acquisition services to include inspections, bids, offers, negotiations, condemnation, etc. See SOW section 4.1 and 4.3.

Clark has successfully completed hundreds of acquisitions on behalf of agencies all over the State. She has performed the full cycle of acquisition activities from the planning phase to right of way clearance. She performs inspections on both residential and commercial properties, accompanies appraisers on site visits for the valuation process, and solicits bids from approved vendors for cost-to-cure items that may have been requested by the property owner or not adequately addressed in the appraisal.

Clark is a skilled negotiator and has been able to reach an agreement with some of the most difficult property owners to avoid condemnation. She prefers to present all offers in person, but that is not always possible as many owners live out of State. In all cases, the offer packages are presented in clear and unambiguous language.

She makes herself available to property owners to answer any questions that arise, allowing her to gain trust.

She also ensures the properties are posted right after the offer is presented.

However, sometimes, condemnation is unavoidable. Clark is experienced in preparing files for condemnation and is available for testimony if needed. She keeps very detailed Records of Contact (ROC) for each property to ensure all communications are captured and documented.

Clark has expert knowledge of the Federal and State laws that govern the right of way acquisitions and complies with department policies as well.

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2.

Describe knowledge and experience in relocation advisory services to include calculating entitlements and replacement housing benefits, bids, notices, inspections, appeals, etc. See SOW section 4.2 and 4.3.

Clark has successfully completed multiple relocations on behalf of agencies all over the State. She has performed relocations on both residential and commercial properties, tenants and owners. Clark has performed the full cycle of activities from determining eligibility to submitting the closed file once the final claim has been processed. Clark is an excellent communicator, which is vital when conducting personal interviews with displacees. Displacees are often overwhelmed at the prospect of relocating, and Clark is able to gain trust early on in the process, allowing for a smooth transaction. Clark is meticulous with the details gleaned from the interview to ensure the displacee receives all of the benefits they are entitled to. She has calculated housing entitlements for other agents on her team.

Clark has taken inventory of personal property to be relocated, along with photos as backup documentation.

She prefers to work directly with the property owner through this process to ensure nothing is overlooked and to gain a quick certification from them. Once the inventory is certified, she solicits detailed, itemized bids from two commercial movers, including the disconnection and reconnection of personal property. Clark is very focused on ensuring compliance with all required notices being issued properly. This includes Notices of Intent, Eligibility, 90 and 30 day, and vacate. All of these documents are kept in the files and noted in the ROC.

Clark has submitted hundreds of claims for payments to agencies, with each line item supported by a specific federal regulation. If a claim is denied, she will review an appeal made by the discplacee before sending it to the Client Manager for approval. As a licensed Real Estate Broker in the State of Arizona, Clark has access to the MLS and has searched for replacement properties for displacees. She has also performed multiple decent, safe, and sanitary inspections of replacement homes and taken photos to evidence the condition. Clark has expert knowledge of the Federal and State laws that govern the right of way relocations and complies with Department policies as well.

3.

Describe knowledge and experience with government entities, preferably DOTs.

Clark has performed acquisitions and relocations for ADOT on the South Mountain and Broadway Curve projects.

She has also worked with Pinal County, City’s of Phoenix, Tempe, Peoria, Flagstaff, San Luis, Safford and Town’s of Queen Creek, Paradise Valley, Payson, Guadalupe and Thatcher, to name a few.

Relevant Project Experience

Project Title Client Name and Location Period of Performance Tres Rios Freeway SR 303L – SR 202L ADOT, Phoenix, AZ 03/2022-ongoing

Brief description of project, your role, and record of performance

This project focuses on expanding the east-to-west freeway capacity in the region by introducing a supplementary transportation corridor that connects to Interstate 10 (I-10). This major infrastructure initiative is intended to enhance overall traffic flow by improving the efficiency of the regional transportation network and its key components. CEI is managing the acquisition of a single property, which has led to the relocation of one residential household and three commercial operations. Clark is serving as Project Manager, and her responsibilities include managing a team of agents, reviewing all mandatory notifications, ensuring detailed interviews with displaced occupants are completed in a timely manner, assessing eligibility for relocation benefits, and approving claims in full compliance with the Uniform Relocation Assistance and Real Property Acquisition Policies Act prior to them being sent to ADOT.

2.

Project Title Client Name and Location Period of Performance I-10 Broadway Curve Improvement Project ADOT, Phoenix, AZ 01/2019-03/2023

Brief description of project, your role, and record of performance

This project was designed to enhance drainage systems, modify the I-10/143-Broadway Road connections, and construct retaining and sound walls to improve overall infrastructure and community impact. Clark served as Project Manager, providing oversight of a team of agents performing acquisitions and relocations. She also acquired properties and performed complicated relocation services on the project. She worked with the impacted businesses to assist in finding replacement properties and deftly negotiating final purchase prices to avoid condemnation. Multiple commercial businesses were impacted by the early acquisition of this federally funded project.

3.

20th Avenue Road Widening Project ADOT, Safford, AZ 10/2015-7/2020

Brief description of project, your role, and record of performance

To accommodate continued growth and to upgrade safety features for residents in the area, the City widened a stretch of 20th Avenue, improving a major arterial road within the city.

Clark served as the Project Manager/Lead Agent for acquisition and appraisal services in support of the City of Safford’s upgrades for this federally funded project. Since the estimated acquisition costs were less than $10,000 per parcel, Waiver Valuations, in lieu of full appraisals, were conducted that resulted in savings for the project.

4.

Church Street Widening ADOT, Thatcher, AZ 09/2015-12/2017

Brief description of project, your role, and record of performance

Clark was the Project Manager/Lead Agent for 50 Restricted Use Appraisals and the acquisition of 50 permanent fee and utility easements in support of this federally funded roadway widening project. The scope included 50 Waiver Valuations and acquisition of 50 permanent fee interests and/or utility easements. Since the values of each acquisition were less than $25,000, Waiver Valuations, in lieu of full appraisals, were performed, which resulted in huge cost savings and accelerated the project schedule.

5.

South Mountain Freeway, SR 202L ADOT, Phoenix, AZ 12/2015-09/2021 Brief description of project, your role, and record of performance

Clark served as one of CEI’s Acquisition and Relocation Agents for this new 22-mile freeway (interstate connection) project. The ROW scope of work for this project included 30 residential acquisitions, 40 residential relocations, 9 business relocations, and 230 storage unit tenant relocations.

• The Offeror shall describe relevant professional qualifications, experience and expertise for any resultant contract.

• The Offeror shall detail relevant work experience where they had a significant role that demonstrates their capability relevant to their proposed role in this contract.

• The Offeror may attach a brief resume to the Bio form outlining their qualifications, experience, and credentials. Any resume submitted is supplemental to this form and does not replace the requirement to complete the Key Personnel Bio.

Background

Name Michelle Williams Proposed Role Senior Acquisition and Relocation Agent, Licensed

% Time Available

75%

Name of Firm

Consultant Engineering, Inc.

Years with Firm

Current Position with Firm Sr. Right of Way Agent Years in Position

Professional Credentials, Education, Training, Licenses, Certifications, etc.

Arizona School of Real Estate and Business, Arizona Real Estate Licensing, 2017; State of Arizona Licensed Real Estate Broker #BR675137000; State of Arizona Notary Public Commission #5489572

AZ Real Estate

License #

BR675137000

Acquisitions Total Years Experience

Total Gov’t

Experienc e

8 Relocations Total Years Experience

Total Gov’t Experience

ARMLS Account Yes No Electronic Key

Access Yes No AZ Notary

Describe knowledge and experience in acquisition services to include inspections, bids, offers, negotiations, condemnation, etc. See SOW section 4.1 and 4.3.

Michelle brings a wealth of experience in performing comprehensive inspection site visits and securing competitive bids from approved, licensed contractors and vendors. She demonstrates a high level of confidence and proficiency in negotiating acquisition transactions, ensuring they are executed efficiently and effectively, while maintaining strict adherence to both Federal and State regulations.

Michelle is responsible for preparing all required correspondence and documentation, presenting each offer in a timely and professional manner. She collaborates closely with property owners and clients to ensure project timelines are met and consistently works toward the successful completion of each acquisition, from initial negotiation through to the close of escrow and final file delivery.

Furthermore, Michelle has an in-depth understanding of the condemnation process, particularly in relation to acquisitions conducted under the Uniform Relocation Assistance and Real Property Acquisition Policies Act (Uniform Act), ensuring full compliance with its requirements.

2.

Describe knowledge and experience in relocation advisory services to include calculating entitlements and replacement housing benefits, bids, notices, inspections, appeals, etc. See SOW section 4.2 and 4.3.

Michelle possesses extensive expertise in both residential and commercial relocations, including those involving complex moves. Her experience in relocation services encompasses the preparation and delivery of all required notices in strict compliance with federal and agency guidelines. Michelle excels in building rapport with displaced individuals, fostering an environment of trust and open communication, which is essential for facilitating smooth relocation processes.

Through conducting thorough relocation interviews, she is able to accurately assess and determine the appropriate entitlements for each displaced person. She places a strong emphasis on securing safe, decent, and sanitary replacement housing for residential displacees and ensures that comprehensive vacate inspections are completed to meet all requirements.

Michelle specializes in managing intricate business relocations, providing attentive, professional guidance to ensure a seamless transition. She is adept at obtaining the necessary bids as specified in the Uniform Relocation Assistance and Real Property Acquisition Policies Act (Uniform Act), and she works collaboratively with both displacees and agencies to ensure that all relocations are completed in accordance with project deadlines and regulatory requirements.

3.

Describe knowledge and experience with government entities, preferably DOTs.

Michelle has worked with the following government entities on various Right of Way tasks: ADOT, Yuma County, Mohave County, and Pinal County. The Cities/Towns of Paradise Valley, Phoenix, Flagstaff, San Luis, Yuma, Guadalupe, Prescott Valley, and Payson, among others.

Brief description of project, your role, and record of performance

This project focuses on expanding the east-to-west freeway capacity in the region by introducing a supplementary transportation corridor that connects to Interstate 10 (I-10). This major infrastructure initiative is intended to enhance overall traffic flow by improving the efficiency of the regional transportation network and its key components. As the Senior Agent, Michelle is responsible for preparing and delivering all required notices and documentation in accordance with applicable regulations. She meets directly with property owners and displaced individuals to ensure their needs are appropriately addressed and to determine their eligibility for benefits. Michelle also coordinates the procurement of all necessary bids from licensed subcontractors, conducts required site visits and inspections, and prepares and submits claims on behalf of both property owners and displacees. Her thorough and hands-on approach ensures that all aspects of the acquisition and relocation process are handled efficiently, professionally, and in full compliance with federal and agency guidelines.

2.

Project Title Client Name and Location Period of Performance I-10 Broadway Curve ADOT, Phoenix, AZ 01/2019-03/2023 role, and record of performance

This project was designed to enhance drainage systems, modify the I-10/143-Broadway Road connections, and construct retaining and sound walls to improve overall infrastructure and community impact. The scope included the acquisition of four properties and the relocation of twelve businesses, among them a car dealership and a heavy machinery company relocation. Michelle served as both an Acquisition and Relocation Agent for this project. In her dual role, she was responsible for managing the acquisition process and facilitating the relocation of impacted businesses. Notably, she successfully oversaw the complex relocation of a fabrication company, which required careful coordination and a tailored approach to address the unique operational needs of the business. Her expertise ensured that all relocations were conducted in full compliance with applicable regulations and that affected businesses received professional, attentive support throughout the transition.

Avenida del Yaqui Improvements Project Town of Guadalupe, Guadalupe, AZ 01/2020-12/2021

Brief description of project, your role, and record of performance

The Town enhanced a traffic, bicycle, and pedestrian improvement project, resurfacing roadway pavement and installing new curbs and gutters, sidewalks, and striped bicycle facilities. Michelle served as the Project Manager and Right-of-Way lead on this infrastructure improvement project. In this role, she was responsible for selecting and managing subcontractors, establishing and overseeing the project budget, and maintaining ongoing communication with key stakeholders. She closely monitored critical project milestones to ensure that the right-of-way clearance date was achieved on schedule. Michelle ensured that all necessary easements and right-of-way acquisitions were completed in full compliance with federal, state, and local regulations. As Project Manager, she provided oversight of all project documentation, ensured the accuracy of tracking spreadsheets, attended coordination meetings, and supervised the work of agents and support staff. Her leadership helped drive the project forward efficiently and in alignment with regulatory and stakeholder expectations.

Cesar Chavez Blvd. Expansion Project City of San Luis, San Luis, AZ 01/2022-01/2023

Brief description of project, your role, and record of performance

This improvement project transformed the corridor from a primarily two-lane, rural cross-section roadway to an urban, multimodal corridor with new pedestrian, bicycle, and transit infrastructure. Michelle served as the Project Manager and Senior Acquisition and Relocation Agent for this roadway improvement project, which involved both partial and full acquisitions of commercial and residential properties. In this capacity, she was responsible for coordinating and participating in meetings with key stakeholders, ensuring clear communication and alignment throughout the project. Her duties included creating and maintaining detailed right-of-way reports, preparing all notices and documents associated with each acquisition or relocation, and determining whether properties can be valued through Market Analysis. Michelle was also responsible for leading negotiations with property owners to reach fair and mutually beneficial agreements. Her comprehensive approach ensured that the project progressed smoothly, adhering to timelines and regulatory requirements.

Lonetree Overpass Project City of Flagstaff, Flagstaff, AZ 03/2021-03/2025 role, and record of performance

This project aims to alleviate traffic congestion, enhance network connectivity, and provide an additional grade-separated railroad crossing. In her role, Michelle was responsible for the full acquisition process of both residential and commercial properties. This encompassed preparing all necessary documentation, presenting offers to property owners, leading negotiations, and overseeing the escrow process to ensure a smooth transaction. In addition to acquisition responsibilities, Michelle provided comprehensive relocation services. As a skilled relocation agent, she prepared entitlement determinations, conducted meetings with displaced individuals, and assisted them in securing suitable replacement properties. She performed Decent, Safe, and Sanitary (DSS) inspections to ensure the replacement housing met all required standards. Throughout this process, Michelle ensured strict adherence to all Federal guidelines, ensuring that both property owners and displacees received the support and compliance they needed during each stage of the relocation.

• The Offeror shall describe relevant professional qualifications, experience and expertise for any resultant contract.

• The Offeror shall detail relevant work experience where they had a significant role that demonstrates their capability relevant to their proposed role in this contract.

• The Offeror may attach a brief resume to the Bio form outlining their qualifications, experience, and credentials. Any resume submitted is supplemental to this form and does not replace the requirement to complete the Key Personnel Bio.

Background

Name Ariel Star-Winters Proposed Role Senior Acquisition and Relocation Agent, Licensed

% Time Available

50%

Name of Firm

Consultant Engineering, Inc.

Years with

Firm

Current Position with Firm Senior Right of Way Agent Years in Position

Professional Credentials, Education, Training, Licenses, Certifications, etc.

Arizona School of Real Estate and Business, Arizona Real Estate Licensing, 2021; State of Arizona Licensed Real Estate Sales Agent, #SA694726000; State of Arizona Notary Public Commission, #590001

AZ Real Estate

License #

SA694726000

Acquisitions Total Years Experience

6 Total Gov’t Experience

5 Relocations Total Years Experience

6 Total Gov’t Experience

ARMLS Account Yes No Electronic Key

Access Yes No AZ Notary

Describe knowledge and experience in acquisition services to include inspections, bids, offers, negotiations, condemnation, etc. See SOW section 4.1 and 4.3.

In her role as a Right of Way Acquisition Agent, Ariel Winters has consistently demonstrated a high level of professionalism, attention to detail, and commitment to the successful execution of project objectives. She has actively participated in appraisal site inspections, ensuring that all relevant information is accurately assessed and documented.

Ariel has taken initiative in soliciting and coordinating bids from multiple approved vendors for various services required throughout the acquisition process. Her ability to communicate effectively with service providers has ensured timely and competitive proposals that align with project timelines and budgets.

One of Ariel’s core responsibilities has been the preparation and delivery of offer packages to property owners.

She has consistently presented these offers in a clear, professional manner, ensuring that property owners fully understand the terms and implications. Throughout negotiations, she has acted as a dedicated representative of the client’s interests, working diligently to reach mutually agreeable terms with property owners. In situations where voluntary agreements cannot be achieved, Ariel possesses significant experience in preparing comprehensive and well-documented files in anticipation of condemnation proceedings. Her knowledge of the legal and procedural requirements in such cases has been instrumental in maintaining compliance and ensuring smooth transitions into the condemnation phase when necessary.

2.

Describe knowledge and experience in relocation advisory services to include calculating entitlements and replacement housing benefits, bids, notices, inspections, appeals, etc. See SOW section 4.2 and 4.3.

Ariel has experience assisting property owners throughout the relocation process, ensuring compliance with applicable regulations while prioritizing the needs and concerns of those affected. She has been responsible for calculating relocation entitlements and determining eligibility for replacement housing benefits in accordance with project guidelines and applicable policies. In support of relocation efforts, Ariel has successfully obtained a range of bids—including move bids and other service-related estimates—critical to developing fair and reasonable relocation plans. She also manages the distribution of all required notices to property owners in a timely and organized manner, ensuring transparency and consistent communication throughout the process.

Additionally, Ariel attends relocation site inspections to assess property conditions, provide on-the-ground support, and maintain alignment between the property owner’s needs and the project’s objectives. Her empathetic approach and dedication to service are evident in her ongoing efforts to ensure that property owners feel supported, informed, and comfortable every step of the way.

3.

Describe knowledge and experience with government entities, preferably DOTs.

Ariel has substantial experience working with a variety of government entities, including the Arizona Department of Transportation (ADOT), the City of Phoenix, the City of Tempe, Pinal County, Town of Guadalupe, the City of Flagstaff, Mohave County, Town of Payson etc. Through these collaborations, she has developed a strong understanding of the unique procedures, standards, and expectations that each agency upholds.

Brief description of project, your role, and record of performance

This project focuses on expanding the east-to-west freeway capacity in the region by introducing a supplementary transportation corridor that connects to Interstate 10 (I-10). This major infrastructure initiative is intended to enhance overall traffic flow by improving the efficiency of the regional transportation network and its key components. In her capacity as Right of Way Coordinator, Ariel was responsible for the preparation of all required documentation, ensuring clarity, accuracy, and compliance with applicable regulations. Ariel also managed the preparation and submission of relocation and acquisition claims to the Arizona Department of Transportation (ADOT), ensuring all supporting documentation met agency standards. She worked collaboratively with property owners, consultants, and agency representatives to facilitate smooth and timely transactions.

2.

Project Title Client Name and Location Period of Performance I-10 Broadway Curve Improvement Project ADOT, Phoenix, AZ 12/2020-03/2023

Brief description of project, your role, and record of performance

This project was designed to enhance drainage systems, modify the I-10/143-Broadway Road connections, and construct retaining and sound walls to improve overall infrastructure and community impact. In her role as a Right of Way Coordinator, Ariel was responsible for the preparation of all necessary transactional documents to support acquisitions and relocations, as well as the accurate preparation and timely submission of claims in accordance with agency guidelines. She regularly obtained bids from approved vendors for services such as moving, signage, and other relocation-related needs. In addition, Ariel was responsible for overseeing the closing of project files, ensuring all documentation was complete, compliant, and properly archived.

3. Project Title Client Name and Location Period of Performance

Inland Port of Arizona Improvements Pinal County, Eloy, AZ 11/2020-09/2023 of project, your role, and record of performance

This project was funded by a $15.3M federal grant for improvements associated with the Inland Port Arizona (IPAZ) development, a 2,700 acre site located east of SR 87. The project improved Hanna Road and Houser Road from SR 87 to Vail Road and SR 87 intersection and drainage improvements at both locations. Ariel served as the Right of Way Agent and Coordinator for this improvement project, overseeing key aspects of the acquisition process from initiation to closeout. She was responsible for preparing all required documentation in accordance with project and regulatory standards and for presenting these materials to property owners in a clear and professional manner. In addition to managing negotiations and document preparation, Ariel was also responsible for the comprehensive closeout of right of way files. This included ensuring that all documentation was complete, properly organized, and in compliance with agency and project requirements, helping to ensure a smooth transition into subsequent project phases.

32nd Street – Cheryl to Cholla City of Phoenix, Phoenix, AZ 09/2024-6/2024

Brief description of project, your role, and record of performance

This project aimed to make sidewalk ramps and driveways ADA compliant, as well as add medians and other improvements down 32nd Street. Ariel served as the sole Right of Way Agent for this improvement project, taking full responsibility for managing all aspects of the right of way acquisition process from inception to completion. Her role involved the preparation, presentation, and execution of all required documentation, ensuring accuracy, regulatory compliance, and clear communication with all stakeholders. Acting on behalf of the City of Phoenix, Ariel facilitated negotiations with property owners, working diligently to achieve fair and amicable agreements that aligned with both the City's goals and the property owners’ concerns.

Van Buren: 7th to 24th Streets City of Phoenix, Phoenix, AZ 06/2023-ongoing

Brief description of project, your role, and record of performance

This project intends to make improvements, including traffic signal upgrades, median additions, landscaping, and ADA-compliant sidewalks and ramps. For this improvement project, Ariel serves as the designated Right of Way Agent, overseeing the full scope of the acquisition process. Her responsibilities include the preparation of all necessary documentation, presentation of offers to property owners, and leading negotiations to facilitate voluntary agreements. She works closely with property owners, project stakeholders, and agency representatives to ensure a smooth and transparent process.

Throughout the course of the project, Ariel has demonstrated strong problem-solving skills, successfully resolving a variety of complex issues related to property interests and owner concerns. In cases where a resolution could not be achieved through negotiation, she was responsible for compiling and organizing complete, well-documented files in preparation for condemnation proceedings, ensuring that all required materials were accurate and in compliance with legal and procedural standards.

• The Offeror shall describe relevant professional qualifications, experience and expertise for any resultant contract.

• The Offeror shall detail relevant work experience where they had a significant role that demonstrates their capability relevant to their proposed role in this contract.

• The Offeror may attach a brief resume to the Bio form outlining their qualifications, experience, and credentials. Any resume submitted is supplemental to this form and does not replace the requirement to complete the Key Personnel Bio.

Background

Name Patty Ortega Proposed Role Administrative Support Personnel

% Time Available

Name of Firm Consultant Engineering, Inc.

Years with Firm < 1

Current Position with Firm Administrative Assistant/Interpreter/Unlicensed Agent Years in Position

< 1

Professional Credentials, Education, Training, Licenses, Certifications, etc.

California State University, Business Management, Coursework 2 years; American Institute of Interior Design; State of Arizona Notary Public Commission, #675754

AZ Real Estate

License # N/A

Acquisitions Total Years Experience

< 1 Total Gov’t Experience

< 1 Relocations Total Years Experience

< 1 Total Gov’t Experience

< 1

ARMLS Account Yes No Electronic Key

Access Yes No AZ Notary

Describe knowledge and experience in acquisition services to include inspections, bids, offers, negotiations, condemnation, etc. See SOW section 4.1 and 4.3.

With 12 years of experience as a licensed realtor, Patty has developed comprehensive knowledge and hands-on expertise in real estate services, encompassing property inspections, bid management, offer preparation, negotiations, and closing proceedings. Patty’s license is not hung with CEI and will not present offers to property owners. However, her experience with real estate allows her to easily navigate the acquisition process. She has created all manner of conveying documents, required notices, and project files.

In situations where negotiations fail and agreement cannot be reached, Patty is very familiar with the condemnation process, including the legal and procedural steps required when a property must be acquired through eminent domain. She has worked alongside legal professionals, appraisers, and government agencies to ensure that all acquisitions comply with the Uniform Relocation Assistance and Real Property Acquisition Policies Act and other regulatory requirements, and minimizes disruption to property owners.

Throughout her career, Patty has maintained meticulous documentation and clear communication with all parties, ensuring transparency and compliance at every stage of the process. Patty is also fully bilingual in English and Spanish and performs translation services for both verbal and written communications.

2.

Describe knowledge and experience in relocation advisory services to include calculating entitlements and replacement housing benefits, bids, notices, inspections, appeals, etc. See SOW section 4.2 and 4.3.

Patty assists in calculating entitlements and replacement housing benefits by gathering necessary documentation and assisting with the review of eligibility criteria. She has prepared and distributed required notices, coordinated property inspections to ensure replacement housing meets standards, and assists with obtaining bids for moving services. Her responsibilities also include organizing project files, tracking deadlines, and supporting the preparation of claims for relocation payments. Additionally, she helps facilitate communication with displaced individuals and provides administrative support throughout the appeals process, ensuring all activities are well-documented and compliant with applicable regulations.

3.

Describe knowledge and experience with government entities, preferably DOTs.

As an unlicensed right of way agent, Patty has supported acquisition and relocation projects in compliance with procedures required by government entities, including ADOT and other LPA’s. Her experience includes title research, gathering property data, preparing and distributing required notices, and organizing project files in accordance with ADOT standards and procedures. She coordinates appointments and communications between property owners, project stakeholders, and agency representatives, ensuring documentation is accurate and deadlines are met. Patty also supports the inspection process, assisting with public notice postings, and maintaining compliance with federal and state regulations such as the Uniform Relocation Assistance and Real Property Acquisition Policies Act. Throughout these projects, she has gained familiarity with the organizational structure, mission, and operational procedures of ADOT, and have contributed to the smooth execution of right of way activities under the direction and supervision of licensed professionals.

Tres Rios Freeway SR 303L – SR 202L ADOT, Phoenix, AZ 02/2025-ongoing

Brief description of project, your role, and record of performance

This project focuses on expanding the east-to-west freeway capacity in the region by introducing a supplementary transportation corridor that connects to Interstate 10 (I-10). This major infrastructure initiative is intended to enhance overall traffic flow by improving the efficiency of the regional transportation network and its key components. As an unlicensed agent and coordinator, Patty prepared and distributed legally compliant notices to property owners and occupants, clearly communicated project impacts, acquisition requirements, and available relocation assistance. Her role involved coordinating and verifying the posting of public notices to ensure community awareness and transparency. She negotiated with property owners to acquire land, easements, or access rights, ensuring fair compensation in accordance with the Uniform Relocation Assistance and Real Property Acquisition Policies Act (Uniform Act).

2.

Project Title Client Name and Location Lone Tree Overpass Project City of Flagstaff, Flagstaff, AZ 10/2024-03/2025

Brief description of project, your role, and record of performance

This project aims to alleviate traffic congestion, enhance network connectivity, and provide an additional grade-separated railroad crossing. As an unlicensed agent, she conducts comprehensive title research to verify property ownership and identify all interests associated with a property. She prepares and distributes legally compliant notices to property owners and occupants, clearly outlining project impacts, acquisition requirements, and available relocation assistance. She coordinates and verifies the posting of public notices to ensure transparency and community awareness. She documents building vacates by photographing that properties have been vacated in accordance with project timelines and requirements. Additionally, creates and processes claims for rental reimbursements, ensuring that displaced individuals receive timely and accurate compensation for eligible relocation expenses.

Cesar Chavez Phase II City of San Luis, San Luis, AZ 10/2024-02/2025

Brief description of project, your role, and record of performance

This improvement project will transform the corridor from a primarily two-lane, rural cross-section roadway to an urban, multimodal corridor with new pedestrian, bicycle, and transit infrastructure. As an unlicensed right of way agent, Patty supported an acquisition project in collaboration with government entities. Her responsibilities include assisting with title research, gathering property data, preparing and distributing required notices, and organizing project files in accordance with DOT standards and procedures. She helped coordinate appointments and communications between property owners and agency representatives, ensuring documentation is accurate and deadlines are met. Additional responsibilities included supporting the inspection process, assisting with public notice postings, and maintaining compliance with federal and state regulations. She also provided translation services between Spanish and English, ensuring clear communication and understanding for Spanish-speaking property owners and stakeholders. Throughout these projects, she gained familiarity with the organizational structure, mission, and operational procedures of DOTs, and have contributed to the smooth execution of right of way activities under the direction and supervision of licensed professionals.

East West Corridor Pinal County, Pinal County, AZ 10/2024-ongoing

Brief description of project, your role, and record of performance

This project is to develop a new high-efficiency-high-capacity transportation corridor connecting the City of Maricopa at SR 347 and the City of Casa Grande at I-10. As an unlicensed right of way agent her responsibilities included assisting with property ownership research, preparing and distributing project notices to affected owners, supporting public notice postings and verifications, and coordinating communications with property owners.

Additional duties involved organizing project files, scheduling appointments for document signings, and notarizations. She also maintained accurate records to support project transparency and regulatory requirements.

Glassford Hill Road: Long Look Drive to State Route 89A Project

Town of Prescott Valley, Prescott Valley, AZ 10/2024-ongoing

Brief description of project, your role, and record of performance

The project is to improve Glassford Hill Road by adding northbound and southbound third lane roadway segment with cub and gutter, sidewalk, drainage improvements and bike lanes.

The improvements will extend from Long Look Drive to State Route 89A. As and unlicensed right of way agent Patty’s responsibilities included assisting with property ownership research, preparing and distributing project notices to affected owners, supporting public notice postings and verifications, and coordinating communications with property owners.

Additional duties involved organizing project files, scheduling appointments for document signings, and notarizations. Also maintained accurate records to support project transparency and regulatory requirements.