ACQUISITION SCIENCES, LTD.

11811 N. Tatum Blvd. Suite 1060

Phoenix, AZ 85028

(602) 234-1000 Phoenix

(520) 405-7067 Tucson

(602) 867-2351 Fax

Acquisition Relocation Project Management Title Research Property Management Web-Based ROW Project Management

SENT VIA EMAIL TO: BBrenden@azdot.gov

June 04, 2025

Bambi Brenden Sr. Procurement Specialist Phone: 602-712-4294 Email: BBrenden@azdot.gov

Subject: Negotiation Response Letter for BPM006797 – Acquisition and Relocation Services On- Call

Dear Bambi Brenden, This letter represents our company’s opportunity to respond to and address the items discussed during our negotiations meeting held on Friday, May 30, 2025, at 2:00 PM MST, pursuant to A.R.S.

§41-2534(F) and A.A.C.R2-7-C314. Please see the following attached pages for the revisions requested as well as a breakdown of the revisions below. Should you have any additional questions, please contact me via email at BeverlyF@acqsl.com or via phone at 602-234-1000.

Revisions Made:

• Organization Overview – Page 3 – “Qualified Agent Availability Statement” and

“Qualified On-Call Availability Statement”

• Key Personnel Bios for Beverly Francy, Gena Cox-Dorman, Dianna Cunningham, Dana

Hausman, Deann Patterson and Rita Leon.

• Updated Pricing Page

Please note: There were not any revisions made to Attachment 8 – Price Increase Percentages.

The Price Increase Percentages remain the same as originally submitted.

Best Regards, Beverly Francy President and Designated Broker mailto:BBrenden@azdot.gov mailto:BBrenden@azdot.gov mailto:BeverlyF@acqsl.com

Acquisition Sciences, Ltd. (ASL)

Organization Overview

Acquisition Sciences, Ltd. (ASL) is a nationally recognized, woman-owned real estate consulting firm that has provided turn-key acquisition, relocation, property management, sale of excess lands, purchase of real property and related services on behalf of federal, state, and local governmental agencies for the past 30 years.

As the prime firm ASL has curated a team of Acquisition Agents, Relocation Specialists, Property Managers and Project Managers/Monitors with a proven track record of success of thousands of property acquisitions, residential and business relocations for various governmental agencies. ASL's area of expertise also includes providing comprehensive project planning and advisory services to engineering firms and agencies, acquisition and relocation cost analysis, comprehensive relocation plans in accordance with federal guidelines, property ownership and title research, property and asset management, disposition of surplus real estate, and acquisition of land rights from federal and state governmental agencies.

Local projects completed by ASL have included:

• Interstate highway and traffic interchange projects

• Valley Metro Light Rail, PHX Sky Train, and other transit system projects

• Redevelopment and urban renewal projects

• Airport noise mitigation and expansion projects

• Roadway widening, intersection improvement, and bus pullout projects.

• Water, sewer, and natural gas utility pipelines

• Power transmission and distribution lines

• Storm-drain, canal, and levee facilities

• Neighborhood Stabilization Program (NSP) projects

• Property management services for numerous projects

• Disposal of Excess Lands and Acquisition of Affordable Housing for agencies

Since 1990 ASL’s principal Beverly Francy, and the firm’s experienced staff have worked with governmental agencies and utility companies on all types of public infrastructure projects. ASL's licensed real estate professionals have provided acquisition, relocation, and related services on behalf of clients throughout the Southwestern United States, including the Arizona Department of Transportation, Nevada Department of Transportation, City of Phoenix, Valley Metro, City of Tucson, City of Las Vegas, Town of Marana, Maricopa County, Pima County, Pinal County, Clark County, Tucson Electric Power, Salt River Project, Metro Water, Jacob’s Engineering, HDR, Inc. and Southwest Gas.

Our culturally diverse team of employees is comprised of skilled communicators, some of which are fluent in both English, Spanish and German. As an industry leader, ASL provides turn- key acquisition/relocation/property management services and operates on the philosophy that it is essential to understand not only the procurement of the land rights process, but to also be familiar with various types of transactions. Our agents are proficient in the negotiation of partial acquisitions, full acquisitions, permanent and temporary easements, and rights of entry for both commercial and residential real property. Our agents have also facilitated land dedications, donations, and exchanges. What is important in this industry is not just the knowledge of the rules and regulations at different governmental levels, but the actual implementation of those in real life situations. ASL's repertoire includes negotiating with private owners, lessees, corporations, churches, homeowners’ associations, public schools, railroad companies, billboard companies, utility conglomerates and other governmental agencies.

Furthermore, our firm has extensive experience reviewing title reports and determining the severity of title encumbrances. Through experience, ASL is adept at not only analyzing title issues and finding solutions, but in conducting current and historical title research projects. Our acquisition agents have worked with the property owners to resolve a gamut of title issues, including probate of multiple deceased owners, bankruptcies, judgments, and obtaining lien releases from antiquated lien holders. We have coordinated with title examiners and escrow officers, as well as worked with other governmental agencies to obtain and to convey clear title to our clients.

Over the last several years our firm recognized the shift in public agency preference to contract for the services of experienced staffing needs would be better suited to them by contracting for services on-site so they could oversee the training, work assignments and project priorities in a continuous and consistent manner. Numerous agents and project managers have responded to the opportunities offered by public agencies such as ADOT to work as a private contractor through our firm for the benefit of the agency and their careers.

ASL has in-depth knowledge of real estate market trends and warrants that all acquisition, relocation, and related services provided to ADOT will be in accordance with all required governmental regulations and public policy. ASL has extensive experience completing projects on behalf of public agencies, utilizing both federal and municipal funds, while adhering strictly to the following regulations:

• Uniform Relocation Assistance and Real Property Acquisitions Policies Act of 1970, as amended, (42 U.S.C. § 4601 et seq.)

• 49 CFR Part 24 - Uniform Relocation Assistance and Real Property Acquisition for Federal and Federally Assisted Programs

• Arizona Revised Statute Sections 11-961 through 974

• Federal Highway Administration (FHWA) regulations, publications, policies, and procedures

• (FTA) regulations, circulars, policies Federal Transit Administration, and procedures

• Federal Aviation Administration (FAA) regulations, advisory circulars, policies, and procedures

• U.S. Department of Housing and Urban Development (HUD) regulations, publications, policies, and procedures

• U.S. Army Corp of Engineers (USACE) regulations, publications, policies, and procedures

In addition to providing acquisition, relocation, property management and the purchase and sale of governmental property our firm continues to provide clients with planning and design advisory services.

Samples of the services that are actively being provided to clients are demonstrated below:

• City of Phoenix/Valley Metro Light Rail - South Central Extension/Downtown Hub Light Rail Project/Northwest Extension – Phase II/Jacob’s Engineering which together these two projects have approximately 141 acquisitions and 34 business relocations as well as a comprehensive relocation plan. These projects will connect with the current light rail system in downtown Phoenix and operate south to Baseline Road and north to the Metro Center area. Our services provided planning and advisory services to the team, on title and property ownership, acquisition, relocation, business impact and community concerns. Research and compile budgeting estimates, produce scheduling and regulations guidelines and prepare a comprehensive relocation plan as required pursuant to federal regulations.

• City of Tucson - SR14 RTA Widening of Valencia Road: Kolb to Houghton Road: The City of Tucson’s Valencia Road Improvement Project involves the widening of Valencia Road to a six-lane roadway with a landscaped median. The project also includes upgrades to traffic signals and intersections at Old Vail Rd. and Nexus Rd., drainage improvements to provide all weather access during storms, an improved asphalt surface, and the addition of bicycle and ADA-compliant pedestrian facilities. Native landscaping, Dark Sky compliant roadway lighting, and integrated public art are also key elements of the project. Our services include managing the acquisitions necessary for the roadway widening and associated improvements. It should be noted that all property acquisitions for this project have been completed successfully without any condemnation.

• City of Tucson - 5th-6th Street Campbell-Alvernon Prop 407: The City of Tucson’s pedestrian safety and walkability improvement project focuses on enhancing 6th St. (from Campbell Ave. to Country Club Rd.) and 5th St. (from Country Club Rd. to Alvernon Way). Improvements include the installation of ADA compliant sidewalks and curb ramps, complete sidewalks on both sides of the street, enhanced crossings, street lighting, and landscaping for shade. The project, located near the University of Arizona, also incorporates bike lanes to support multi-use transportation. Our services include managing the project, overseeing the installation of sidewalks and bike lanes, and facilitating 63 property acquisitions with minimal condemnations required.

• Qualified Agent Availability Statement: This solicitation features several of our most highly qualified agents currently serving under Arizona Department of Transportation (ADOT) Contract No. CTR075470. The current positions of our agents with ADOT include Right of Way Agent Intermediate, Active Licensed, Right of Way Agent Senior, Active Licensed, Right of Way Agent Technical Liaison and Unlicensed and Right of Way Agent Senior, Unlicensed. We’ve included them to highlight the wide range of skills and experience our team brings to the table, whether on-call or under active contract. Agents may become available at any time due to evolving project requirements or changes in their contractual status. Furthermore, some of our part-time staff may have increased availability, allowing us to effectively respond to new and expanded opportunities as they arise. *Requested Revision: all full-time agents currently on ADOT's Contract No. CTR075470 have been removed.

• Qualified On-Call Availability Statement: This solicitation also features highly qualified agents that specialize in providing our clients with on-call services for acquisition, relocation, property management and project management for any size project. The acquisition and relocation divisions of our firm are managed by Beverly Francy who has over 30 years of acquisition and relocation experience, supervisor Dianna Cunningham with multiple years of experience and Gena Cox-Dorman, branch manager, who is licensed as both a Arizona Real Estate Broker and General Appraiser. The ASL staff of qualified licensed agents and unlicensed administrators, all of which have acquired knowledge and experience as former employees with different governmental agencies who have now transitioned to the on-call private sector to share their expertise as on-call agents and relocation consultants. If contracted with ADOT this staff would be available to complete any size project.

General R/W Process

R/W Planning, Scoping and Consulting Services

• Initiate Property Research and Site Inspections

• Review Preliminary Construction & R/W Plans

• Order and Review Preliminary Title Reports

• Prepare R/W Scope Schedule & Budget Sheet

• Prepare Relocation Plan (as applicable)

Prepare Offers

• Review Legal Descriptions and Title Reports

• Review Appraisals and Environmental Assessments

• Prepare Offer Package Documents

• Prepare Relocation Benefit Determinations (as applicable)

Initiate Negotiations

• Present Offers and Relocation Benefit Determinations (as applicable)

• Follow-up and Facilitate Agreements

• Open and Monitor Escrow Transactions

• Prepare Condemnation Files (when necessary)

Complete Transactions

• Coordinate Pre-Demolition Testing

• Close Escrows on Transactions

• Complete Vacate Inspections and Obtain Keys

• Process Relocation Benefit Claims (as applicable)

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 Beverly Francy Proposed Role Project Manager % Time

Available 20%

Name of Firm

Acquisition Sciences, Ltd Years with

Firm

Current Position with Firm President, Licensed Designated Broker & Corporate Broker Years in Position

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

University of Phoenix -BS/BA Degree Arizona School of Real Estate

AZ Real Estate

License #

AZ Broker:

BR042701000

AZ Corp. Broker:

CO002622000

Acquisitions Total Years Experience

42 Total Gov’t Experience

42 Relocations Total Years Experience

42 Total Gov’t Experience

ARMLS Account Yes No Electronic Key

Access Yes No AZ Notary

Commission Yes No

X X X

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.

Ms. Francy has vast experience in handling large scale infrastructure projects and complex real estate transactions thoughout her 35 years in the right of way industry. Many of the largest highway/freeway, light rail, aviation, public housing and utility projects in Arizona and Nevada were as a result of her oversight of acquisition activities, negotiations with property owners and her knowledge and compliance with the legal and regulatory requirements.

acquisitions, bids, offers, negotiations, and condemnation processes for large-scale infrastructure projects. As Project Director, she has overseen every aspect of the acquisition process and consulting services to meet the expectations of each client.

Her responsibilities include managing competitive bidding processes, making offers to property owners, and leading negotiations to secure agreements for both residential and commercial acquisitions. Additionally, Ms. Francy has guided teams through condemnation procedures when voluntary negotiations were unsuccessful, ensuring compliance with federal and state laws, including the Uniform Relocation Assistance and Real Property Acquisition Policies Act (URA). Her leadership in overseeing these processes highlights her ability to resolve complex title issues and ensure the successful acquisition of property rights for large scale transportation and utility projects.

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.

Ms. Francy has extensive experience in managing complex relocation services for large scale infrastructure projects, ensuring compliance with federal and state regulations, particularly those outlined in the Uniform Relocation Assistance and Real Property Acquisition Policies Act (URA). Throughout her career, she has overseen multiple about:blank relocation initiatives, including the South Central Extension/Downtown Hub Light Rail Project, South Moutanin Loop 202 Relocation Project and the 27th Avenue and Lower Buckeye Road Acquisition and Relocation Project. Her expertise also includes managing bids, notices, and housing benefits for both residential and commercial relocations.

She has provided relocation advisory services and oversight for hundreds of relocations on projects such as the Community Noise Reduction Program and the Automated/Sky Train Project at Sky Harbor International Airport. In these roles, Ms. Francy coordinated relocation efforts, advised specialists on regulatory compliance, and facilitated negotiations to ensure fair and timely compensation for displaced individuals and businesses. Her leadership in these projects highlights her ability to navigate complex relocation scenarios while adhering to industry guidelines, ensuring a smooth transition for affected property owners. Starting with her first large project, The Las Vegas Beltway to the current projects, the South Central Extension/Downtown Hub Light Rail Project, Central Phoenix, Light Rail Transit Project and Northwest Extension, which is nearing completion, Ms. Francy has been directly involved in thousands of acquisitions and relocations. She has and continues to provide relocation advisory services, including calculating entitlements, replacement housing benefits, bids, notices, inspections, appeals and extensive governmental program and project management services to her clients. She is personally working with displacees on major business relocations which includes, actual field work on the Light Rail and the Las Vegas Blvd. projects on a continual basis.

3.

Describe knowledge and experience with government entities, preferably DOTs.

Ms. Francy is the President, Designated Broker and Corporate Broker of Acquisition Sciences, Ltd. (ASL), a leading acquisition and relocation firm serving government and utility agencies across Arizona and the Western Region since 1990. With over four decades of industry experience, she has led ASL in completing thousands of successful acquisitions and relocations, earning a strong reputation for integrity and performance. Ms. Francy brings extensive experience working with federal, state, and local government entities, including the Arizona Department of Transportation (ADOT), and is a qualified consultant for FHWA, FAA, FTA, HUD, and USAC projects.

As ASL’s Designated Broker, she oversees all projects and sub-consultant contracts, ensuring alignment with regulatory requirements and industry standards. Ms. Francy held the Senior Right of Way Professional (SR/WA) designation and served as an International Instructor with the International Right of Way Association (IRWA) for over 20 years, contributing to professional development in relocation, negotiation, acquisition, and ethics. Her leadership and extensive training in assessment law, appraisal, and real estate practices have equipped her with a deep understanding of regulatory compliance and best practices critical to public sector real estate.

Relevant Project Experience

1.

Project Title Client Name and Location Period of Performance South Central Extension/Downtown Hub Light Rail Project, Central Phoenix, Light Rail Transit Project and Northwest Extension

City of Phoenix/Valley Metro/Jacob’s Engineering Phoenix, AZ

2001 – Present

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

As Project Director, Ms. Francy led a team of acquisition agents and relocation consultants in successfully providing services on the Valley Metro multi-municipality construction initiative to provide a light rail system connecting the Phoenix metro areas. She worked closely with the clients and Jacob’s Engineering to ensure full compliance with URA and FTA guidelines, facilitating a seamless integration of acquisition and relocation services for the project.

A portion of this politically sensitive project has been completed and all relocations will be completed by 2026.

Exceptional performance record, per Andrew Haines, Project Engineer at Jacob’s Engineering.

2.

Project Title Client Name and Location Period of Performance 27th Avenue and Lower Buckeye Road Acquisition and Relocation Project

City of Phoenix Phoenix, AZ 2019-2021

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

As Project Director, Ms. Francy oversaw acquisition and relocation transactions for a road widening project involving complex business and residential properties. She managed negotiations and ensured compliance with all relevant regulations, ensuring the project's success.

Project completed on time and within budget.

Exceptional performance record.

3.

Las Vegas Beltway Project Clark County (Michael Land) Las Vegas, Nevada 2000-2021

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

As Project Manager, Ms. Francy managed this extensive 53-mile beltway project, ensuring all phases were completed on budget and on schedule. Provided acquisition and relocation services for over 1,000 acquisitions and 350 displacees.

Project completed on time and within budget.

4.

Community Noise Reduction Program (VARS) City of Phoenix Phoenix, Arizona 2002-2015

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

As Project Director, Ms. Francy managed an FAA-funded voluntary acquisition and relocation project in noise-impacted areas. She provided guidance to acquisition agents and relocation specialists in handling complex cases, ensuring full compliance with URA and FAA guidelines.

Project completed on time and within budget.

Exceptional performance record. ASL/Aviation staff were award with the IRWA Project of the Year with national recognition.

5.

Automated/Sky Train Project City of Phoenix Phoenix, Arizona 2009-2012

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

As Project Director, Ms. Francy managed all relocation aspects for the Sky Train project at Sky Harbor International Airport, ensuring seamless coordination among departments and strict adherence to City expectations.

Project completed on time and witin budget.

• 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 Dianna Cunningham Proposed Role Right of Way Agent Senior, Active Licensed

% Time Available

100%

Name of Firm

Acquisition Sciences, Ltd.

Years with

Firm

Current Position with Firm Right of Way Project Manager, Licensed Years in Position

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

Former SR/WA Professional Designation (12 years) One year of community college focused on real estate and business classes

AZ Real Estate

License #

SA508636000

Acquisition s

Total Years Experience

32 Total Gov’t Experience

32 Relocations Total Years Experience

20 Total Gov’t Experience

ARMLS Account Yes No Electronic Key

Access Yes No AZ Notary

Commission Yes No

X X X

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.

Dianna is a licensed real estate agent and former Senior Right of Way Agent (SR/WA) with over 30 years of experience, specializing in property acquisitions. Her background includes managing complex transactions for public projects, with a strong focus on compliance with federal, state, and local regulations. Dianna’s in depth knowledge of real estate laws and acquisition procedures enables her to effectively fulfill the technical and regulatory requirements of government contracts.

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.

Dianna brings over 20 years of providing advisory relocation services, with a proven track record as a Right of Way Agent, Relocation Specialist and Property Management Manager. She has successfully managed a wide range of relocation projects across Arizona, including high profile ADOT projects that include the I-10 expansion, SR 51, Grand Avenue Express, Loop 101, and Loop 202. In her time as a relocation specialist, she has had no relocation appeals.

Her expertise includes the relocation of homeowners, Section 8 tenants, mobile home residents, and commercial businesses. She is proficient in administering all the phases of the relocation process, including rental, down payment assistance, moving expenses, and replacement housing payments. Dianna has extensive experience preparing tailored replacement housing determinations to meet the needs of displaceed families and individuals, she has experience addressing non-conventional housing situations and providing appropriate replacement housing options. In addition she also has expertise in coordaining complex residential and non-residential moves, experience working with specialized vendors in the preparation for complex business relocations and experience in the preparation of rental assistance determinations. Dianna also has familiarity with relocation appeals and appeals procedures. She ensures to stay within full compliance of the Uniform Relocation Act and applicable state and local regulations. Dianna’s knowledge of real estate law, government contracts, and regulatory requirements allows her to navigate complex public projects with efficiency and accuracy. Her ability to coordinate with title companies, lenders, movers, and other stakeholders ensures smooth project execution and consistent compliance for each contract.

3.

Describe knowledge and experience with government entities, preferably DOTs.

Dianna has over 30 years of experience working with government entities on state and federally funded highway projects. She is highly knowledgeable in federal acquisition, appraisal, and relocation guidelines, and is well-versed in local and industry standards for property management, including Maricopa County, ADOT and City of Phoenix regulations.

ADOT – Acquisition & Relocation Agent (Right of Way Agent III)

ADOT

Arizona 1985 – 2002

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

• Ms. Cunningham worked on many projects that included relocation of homeowners, tenants and businesses such as large apartment complexes, including section 8, Ging Dairy Farm, carwashes, motels, strip malls, various small and medium size businesses, equestrian properties and mobile home parks.

• Performed all aspects of acquiring rights of way needed for freeway projects including projects with federal funding under 49 CFR Part 24, Uniform Relocation Assistance Assistance and Real Property Acquisition, Arizona Revised Statute and ADOT procedures .

• Relocated residential and business displacees in compliance with the Federal Guidelines and followed all aspects of the Federal guidelines. This included preparation of appropriate documents such as relocation letters and notices, processing relocation claim forms, presenting both acquisition offers and relocation determinations, answering technical questions from property owners and displacees about both appraised values and relocation residential and business determinations.

• Coordinated and communicated all acquisition deadlines and vacate of property owners and residential and business displacees to management and engineering staff.

• Oversaw right of way consultants on hundreds of acquisitions of property and residential and business relocations of displacees on many projects such as the Grand Avenue Express, widening of the I-10, SR 51 from Shea Blvd. to Thunderbird Rd., 101 Outer Loop Freeway and 202 Red Mountain Freeway.

• Spent several years working in Property Management selling excess property related to homes acquired for the 101 Freeway project in North Scottsdale.

Consistently meets or exceeds performance record.

2.

Maricopa County – Property Management Manager

Maricopa County Dept. of Transportation (MCDOT) Arizona

2002 – 2016

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

• Managed and supervised a staff of six people including the Chief Appraiser for the Real Estate Division of Maricopa County, Arizona.

• Maricopa County - Acquisition for Access to Flood Control Properties – 2015

• Maricopa County - Dust Mitigation – 2016

Role: Performed dust and environmental mitigation for large tracks of land located throughoutMaricopa County.

• Oversaw sales of excess property, leasing of residential and commercial real estate property, right of way clearance activities such as environmental remediation and demolition of large and small structures to prepare the land for construction.

• Developed the Flood Control District’s law enforcement program for remediation of trespassing and dust control issues on Flood Control District property. This involved working with the Maricopa County Sheriff’s Department and developing a key staff law enforcement person to manage trespassing and illegal activities on Flood Control District property.

• Developed a special acquisition program designed to improve access to Flood Control District structures such as dams and levees. This involved researching physical and legal access to these structures and then acquiring needed rights of way if necessary.

• Participated in the Flood Control Districts right-of-way permit process, ordered appraisals for easements and then issued easements to permit holders for roadways, utilities, fiber optic structures and other needed improvements on Flood Control property.

• Conducted research and prepared reports and presentations to MCDOT upper management and the County Board of Supervisors.

South Central Ext./Downtown Hub Light Rail Project

City of Phoenix Arizona 2022 – Present

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

• Assistant Project Manager

• Meeting with property owners and ASL staff members on City of Phoenix South Central – Hub

Light Rail project.

• Assistant Project Management duties related to following state and federal regulations on processing and reviewing relocation claims, providing relocation advisory services to the displacee, updating the city’s PaceTrak/BEM, reporting and resolving complex business relocation issues with city representatives and management.

Tonto Hills Low Volume Road Projects Maricopa County Dept. of Transportation (MCDOT) Arizona

2022-2024

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

• Conducted initial meetings with property owners and property appraiser on Maricopa County Tonto Hills Low Volume Road project. Provided an overview of the pending acquisitions, TCEs, drainage and driveway easements to the property owner.

• Reviewed ASL Portal and progress reports.

• Oversaw the final scanning of file to the client.

City of Chander & SRP – Right of Way Agent, III

City of Chandler/SRP Arizona 2001

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

• Responsible for complex land exchanges with the City of Chander and SRP to facilitate acquisition of key parcels needed for ADOT’s 202 project.

• 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 Gena Cox-Dorman Proposed Role

Senior Acquisition and Relocation Agent, Licensed and/or Project Manager

% Time Available

75% - 100%

Name of Firm

Acquisition Sciences, Ltd.

Years with

Firm 3.5

Current Position with Firm Tucson Branch Manager- Acquisitions/Relocation Project Manager Years in Position

3.5

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

Pima Community College & Arizona State University Licensed Real Estate Appraiser Arizona State License #11951 Right of Way Agent RWA Certification Number 7954075

AZ Real Estate

License #

AZ Broker:

BR636382000

Acquisition s

Total Years Experience

20 Total Gov’t Experience

20 Relocations Total Years Experience

5 Total Gov’t Experience

ARMLS Account Yes No Electronic Key

Access Yes No AZ Notary

Commission Yes No

X X X

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.

Gena has extensive experience in right-of-way acquisition, with roles as a staff appraiser, senior acquisition agent, and currently as a branch manager overseeing right-of-way agents and administrative staff. She manages acquisition projects for infrastructure initiatives like roadway, sewer, water, and flood control projects, working with government agencies, water companies, and engineering firms to secure property rights while ensuring compliance with state and federal regulations. Her duties include reviewing construction plans with engineers, coordinating fee appraisers, preparing legal documents for property transfers, reviewing title reports, and conducting negotiations to obtain necessary property rights. Gena also works with attorneys on condemnation proceedings and maintains detailed contact reports for affected properties.

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.

Gena brings 5 years of experience delivering relocation advisory services on behalf of multiple government agencies.

She has experience supervising and oversight of consulting firms that provided relocation services for government agencies. Her responsibilities involved reviewing key documents related to the displacement property, such as title reports, appraisals, lease agreements and information related to the subject displacees . Responsibilities included reviewing replacement housing determinations, addressing any non-coventional housing situations, reviewing bids and ensuring all notices were processed in a timely manner. She conducted in-person interviews with displaced individuals to assess eligibility, verified household information, and addressed any specific needs or concerns. She has also conducted inspections and processed claims. Gena documents personal property inventories, calculates relocation entitlements, and helps clients understand their options for moving and replacement housing. She provides referrals, conducts Decent, Safe, and Sanitary (DS&S) inspections of replacement dwellings, and issues required relocation notices. Throughout each project, Gena ensures all documentation is accurately maintained in accordance with agency standards. Gena is knowledgeable about the relocation appeals process and the regulations governing relocation. The agency she worked for followed ADOT’s policies and guidelines.

3.

Describe knowledge and experience with government entities, preferably DOTs.

Gena has extensive experience working with federal, state, and local government entities. With over 20 years in real estate, she specializes in right-of-way acquisition, surplus property sales, and asset management, working closely with agencies such as the City of Tucson and Pima County. Gena is well-versed in the Uniform Relocation and Real Property Acquisition Policies Act of 1970 and adheres to relevant regulations, including appraisal processes, purchase agreements, and escrow procedures. As a licensed Arizona Real Estate Broker and Appraiser, she excels in resolving title issues and negotiating complex acquisitions. Her role as a managing member of Acquisition Sciences, Ltd. ensures that her team maintains high professional standards in delivering infrastructure and community development projects.

Roger Road – Romero Road to Oracle Road- Prop 407 - D144

City of Tucson Arizona 2023 - Present

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

Currently leading a pedestrian safety and walkability project that involves adding sidewalks throughout a residential neighborhood. Oversees 15 total acquisitions, including pedestrian access easements and temporary construction easements (TCEs). Minimal condemnations took place on this project.

Expected to satisfy all City of Tucson project right of way clearance deadlines.

Exceptional standing performance record with the City of Tucson.

2.

Project Title Client Name and Location Period of Performance

5th-6th Street Campbell-Alvernon Prop 407 City of Tucson Arizona 2024 - Present

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

Manages a pedestrian safety and walkability improvement project near the University of Arizona, which includes the installation of sidewalks and bike lanes. Oversees 63 property acquisitions to facilitate project implementation. Minimal condemnations took place on this project.

Expected to satisfy all City of Tucson project right of way clearance deadlines.

Exceptional standing performance record with the City of Tucson.

Church Avenue: Franklin Street to Cushing Street- Complete Streets

City of Tucson Arizona 2023 - Present

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

Directs a pedestrian safety and walkability project focused on adding sidewalks within a residential neighborhood. Manages 7 total acquisitions, including pedestrian access easements and temporary construction easements (TCEs). Minimal condemnations took place on this project.

Expected to satisfy all City of Tucson project right of way clearance deadlines.

Housing and Community Development (HCD) City of Tucson & HCD Arizona 2022 - 2025

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

Successfully facilitated the acquisition of two large hotel properties for use as affordable housing and shelter space. Relocation advisory services included identifying and evaluating current personnel living on site and their potential relocation status, various relocation options with continued employment and without continued employment opportunitities. Consult with the legal department of the agency and provide relocation and alternative recommendations to the client regarding displacees rights and options. Researched available replacement housing, moving and related expenses and calculated relocation benefits for potential displaced employees and any tenants on site at the time of acquisition. Met with and conducted initial interviews, obtained all necessary documentation and provided displacees with information and options throughout the process. These were federally funded affordable housing acquisitions with somewhat uncharted procedures.

• Knights Inn: A 67 room hotel located on South Craycroft Road, acquired by the city for housing purposes.

• Amazon Motel: A 1950s era motel acquired to be repurposed as a shelter facility.

Satisfied all City of Tucson project right of way clearance deadlines.

Relocation Acq-981 (3428 W. Tres Nogales Road)

Pima County Arizona 2021 - 2022

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

Gena provided oversight on relocation services for a complex residential relocation, requiring a carve out replacement housing determination. She reviewed key property documents such as the title report, appraisal, and provided oversight on replacement housing determinations. Gena ensured timely processing of the required notices, processed claims, documented personal property inventory, calculated relocation entitlement, met with and guided the displaced individuals throughout their lengthy relocation process, moving and housing options, the initial replacement housing selection of a replacement site they already owned, the evaluation of converting a non-decent safe and sanitary versus the eventual selection of a second replacement house better suited to meet their needs that was deemed DS&S.

Exceptional standing performance record with Pima County.

• 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 Deann Patterson Proposed Role Senior Acquisition and Relocation Agent, Licensed

% Time Available

100%

Name of Firm

Acquisition Sciences, Ltd.

Years with

Firm

Current Position with Firm Senior Acquisition Agent (Southern Arizona) Years in Position

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

Certified Residential Appraiser – State of AZ - #21428 Tucson Board of Realtors - #31040 Pima Community College – Associate’s Degree in Business

AZ Real Estate

License #

SA645980000

Acquisition s

Total Years Experience

15 Total Gov’t Experience

15 Relocations Total Years Experience

5 Total Gov’t Experience

ARMLS Account Yes No Electronic Key

Access Yes No AZ Notary

Commission Yes No

X X X

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.

Deann has a broad experience in right of way acquisition, having worked as a staff appraiser and senior acquisition agent. She collaborates with government agencies, water companies, and engineering firms to secure property rights for roadway, sewer, water, and flood control projects, ensuring compliance with state and federal requirements. Her responsibilities include reviewing construction plans, coordinating fee appraisers, preparing legal documents, conducting negotiations, and working with attorneys on condemnation cases. Deann also provides detailed reports for each affected property in her projects.

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.

Deann has 5 years of experience providing relocation advisory services for various government agencies. Her responsibilities include conducting initial interviews with displaced residents to determine eligibility and needs, reviewing property and lease documentation, and preparing detailed personal property inventories. She calculates relocation entitlements, assists with identifying replacement housing, and coordinates moving arrangements. Deann also performs Decent, Safe, and Sanitary (DS&S) inspections, issues all required relocation notices, and maintains thorough relocation files in compliance with agency guidelines.

Describe knowledge and experience with government entities, preferably DOTs.

Deann is an experienced Acquisition Agent and certified Residential Appraiser with a strong background in government real estate projects. She has assisted and help manage acquisitions for numerous public improvement initiatives, including road expansions, pedestrian safety upgrades, water infrastructure, and urban greenways. Her work spans agencies such as Housing and Community Development and Tucson Water. As a licensed Realtor and member of the Tucson Board of Realtors, Deann combines real estate expertise with a solid foundation in public sector processes, supported by an Associate of Business from Pima Community College.

Roger Road – Romero Road to Oracle Road- Prop 407 - D144

City of Tucson Arizona 2023 - Present

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

Assists Gena with a pedestrian safety and walkability project that involved adding sidewalks throughout a residential neighborhood. There is a total of 15 acquisitions, including pedestrian access easements and temporary construction easements (TCEs).

Project is expected to be completed on time and within budget.

Consistently meets or exceeds performance record.

2.

Project Title Client Name and Location Period of Performance

5th-6th Street Campbell-Alvernon Prop 407 City of Tucson Arizona 2024 – Present

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

Assists Gena with a pedestrian safety and walkability improvement project near the University of Arizona, which includes the installation of sidewalks and bike lanes. Assists with 63 property acquisitions to facilitate project implementation.

Project is expected to be completed on time and within budget.

Church Avenue: Franklin Street to Cushing Street- Complete Streets

City of Tucson Arizona 2023 - Present

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

Assists Gena on the pedestrian safety and walkability project focused on adding sidewalks within a residential neighborhood. Assists with a total of 7 acquisitions, including pedestrian access easements and temporary construction easements (TCEs).

Project is expected to be completed on time and within budget.

Housing and Community Development (HCD) City of Tucson Arizona 2022-2025

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

Assisted with the acquisition of two large hotel properties for use as affordable housing and shelter space.

• Knights Inn: A 67-room hotel located on South Craycroft Road, acquired by the city for housing purposes.

• Amazon Motel: A 1950s-era motel acquired to be repurposed as a shelter facility.

Project completed on time and within budget.

Met or exceeded performance record.

SR14 RTA Widening of Valencia Road: Kolb to Houghton Road

City of Tucson Arizona 2022 - Present role, and record of performance

Deann is involved in the acquisitions for the widening of Valencia Road to a six-lane roadway with a median, including upgrades to traffic signals and intersections at Old Vail and Nexus Roads. The project also involves drainage improvements for all-weather access, an improved asphalt surface, and the addition of bicycle and ADA-compliant pedestrian facilities.

Project is expected to be completed on time and within budget.

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 Dana Hausman Proposed Role Administrative Support Personnel

% Time Available

100%

Name of Firm

Acquisition Sciences, Ltd.

Years with

Firm

Current Position with Firm Administrative Assistant (Southern Arizona) Years in Position

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

Bloomsburg University – Bachelor in Science – Business Administration/Markey with minor in Management

AZ Real Estate

License # N/A

Acquisition s

Total Years Experience

30 Total Gov’t Experience

30 Relocations Total Years Experience

7 Total Gov’t Experience

ARMLS Account Yes No Electronic Key

Access Yes No AZ Notary

Commission Yes No

X X X

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.

Dana has extensive experience in real property acquisition for public projects, with a strong focus on easements, partial takes, and full acquisitions. She has managed hundreds of acquisitions for major infrastructure improvements in Pima County, including road widening, sewer expansion, flood mitigation, and military buffer zone initiatives.

Dana has coordinated property inspections, prepared and reviewed bids, and delivered written offers to property owners. Her responsibilities have included direct negotiations, resolving complex title and access issues, and participating in condemnation proceedings when necessary to secure required property interests. Her experience spans both residential and commercial properties, demonstrating a comprehensive understanding of public acquisition processes and compliance with applicable statutes. Pending completion of the real estate courses and licensing, Dana’s role would be a right of way agent.

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.

While the county’s policy procedure is to outsource to private consultants their residential and business relocations the agent representing the acquisition provides oversight and coordination of the relocation consulting, therefore Dana after 30 years is knowledgeable in dealing with the federal and state regulations and the administrative aspects of…