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Home My WebLink AboutMINUTES - 06242008 - C.26 d' �I,(.>: BOARD 01: SUPERVISORS . •,`"==:;-- `. -�"'�`. Contra .,2:..2.- `_�, 1=I..0�'1: JULIA R. BL.II. Rf:N. PUBLIC WORKS DIRECTOR ''�--r"=''`�=-�'`'�+ Costa .4 DATE: .11.111C 24, 2008 Count.,.'•..`-`—• `` ��` y SUBJECT: Claim for fixed payment in-lieu of actUal nloving rind related expenses. Reclamation District 799. Bethel Island and Oaklev areas. (District V) Project No.: 0662-684043 (BR.L.S-5928(024)) jCDD- CP# 03-36] Task: ACQ Acct: 3540 SPL-:CII IC RI::OUL:ST(S)OR RECONINILND/\IION(S)fi 13:1CKGROUNI),\ND.Il t'IIFICM[ON RECOMMENDED ACTION: APPROVE, the claim liar fixed pavment in-lieu Of actual moving and related expenses dated May 15, 2008, \vith Reclamation DlStl-ICL 799 (District), and AUDI IORME the Public Works Director, or clesi<,nee. to execute said Claim on behall of'Contra Costa County (County). AUTHORIZIE the Auditor-Controller to issue two checks in the amOLlilt OI 10,000.00 each fior a total of'S20,000.00 in accordance \\'ITh the terim and conditions ol-the claim for fixed payment ill-lieu of aetUal moviny,and related expenses, payable to Reclamation District 799. FISC:AI, IMPACT: Notal Pavillent of $20.000.00 is funded 80% Federal High\vav Brich,e Replacement and Rehabilitation Funds and 20°-x) Road Funds. CON'l INL.!FD ON:\I L4CITML.N I' ❑D SIGNA1URF: RI:(MUNIENDATION or cot! 1-i nuan�Isrli;�"rc)It a 1e:1 .\ni 1u:�'rioN or HOARD CONINIrri i:I: ti1GNAT U11 :(s): \CIION(A13V;\RI.)ON L_ I I-WRERI" CI_RTII Y TI-I:\'I THIS IS ;\ IRI..II:. AND CORRI-VT COPY 01=:\N .\C'I 1()N'I AKFN:\NI)I:NI I::RFD UNANIMOUS(ABSI.NIT ) ON M1NUTI:S OP IFIL BOARD OF SUI'LIMSORS ON )TS: V()LS: H IF D:'1 II-SHOWN. \13S1:N'I': ABSTAIN: (11-12.Did: PLIMIc Works(R/P) l:intact: Luck(_)\%ens(313-22219) ({ Al"ITN"I ET) Ci:`.Rcall'rnp`•,R,i;inl O1-dcrs`•.200S'.%0 i-2}-O8 130- RD799 in-lieLIAOC .IOI IN CULL:N.CI_I Rk OF'll 11=BOARD C* SUPLIZ RS c1-: Counh•;\(Iministratur Auditor-Conuoller(via RIT) P. W.Accinintinu I{rcl;unatiun Uisu'ict 7 J9 131': DI_PUIY SUBJECT: Claim fur fixed payment in-IICLI of actual moving and related expenses; Reclamation District 799, Bethel Island and Oakley areas. (District V) Project No.: 0662-6R4043 (BRLS-5928(024)) [CDD- CPtr' 03-36] DATE: lune 24. 2008 YAG E: 2 of 2 REASONS FOR RECOMMENDATION'S AND BACKGROUND: The COWIN IS plallnim, to replace Bethel Island Brid e and Is CIII-I-CIItIV in negotiations with the property owners IOC land and improvements located at 5980 Bethel Island Road. The COLIIIIV IIILISt relocate the District 4vlI0 IS Cl11TCIAV occupying the office building at 5980 Bethel Island Road. The District received a Notice of Eligibility on July 9, 2007. which described the relocation advisory and financial assistance it would be elio ible to receive upon its displacement from the Project site. Financial assistance includes payment for actual. reasonable and necessary moving and related expenses. In addition, the District is eligible to receive a payment. not to exceed $1.0,000.00. for expenses actually- incurred in relocating and reestablishin its operation at a replacement site. Ilowever. in lieu of a payment 1.Or actual moving and related expenses and actual reestablishment expenses. the District may choose a fixed payment of$1,000.00 to $20.000.00. Under this option, no other moving or related expenses are eligible for payment. The District has elected to:reccive a fixed payment in lieu of payment for actual moving and related expenses and reestablishment expenses and will be movin`7 in the near future. CONSEQUENCES OF NEGATIVE ACTION: TIIC County Could be liable for additional relocation expenses. MEMORANDUM TO: Lucy Owens, Sr. Real Property Agent, Contra Costa County FROM: Cecilia Melanson, Sr. Project Manager, Overland, Pacific & Cutler, Inc. DATE: June 9, 2008 SUBJECT: Claim for In-Lieu Payment—Reclamation District 799 Bethel Island Bridge Replacement Project On June 21, 2007, the County of Contra Costa (County) made an offer to purchase the property at 5980 Bethel Island Road, occupied by the Reclamation District 799 (District), for construction of the Bethel Island Bridge Replacement Project. As an eligible occupant of the property, the District is entitled to certain benefits in accordance with the Uniform Relocation Assistance and Real Property Acquisition Policies Act of 1970 (Uniform Act) and the County's Relocation Assistance Program. The District received a Notice of Eligibility on July 9, 2007,which described the relocation advisory and financial assistance it would be eligible to receive upon its displacement from the Project site. Financial assistance includes payment for actual, reasonable and necessary moving and related expenses. In addition, the District is eligible to receive a payment, not to exceed $10,000, for expenses actually incurred in relocating and reestablishing its operation at a replacement site. However, in lieu of a payment for actual moving and related expenses and actual reestablishment expenses, the District may choose a fixed payment of$1,000 to $20,000. Under this option, no other moving or related expenses are eligible for payment. The County is now seeking to take legal possession of the property occupied by the District at a hearing on its Amended Motion for Order for Prejudgment Possession which is scheduled to be heard on June 12, 2008 in Contra Costa County Superior court. A 90-Day Informational Notice to Vacate was delivered to the District on March 12, 2008 and a 30-Day Notice to Vacate will be issued at the same time the Order granting the County possession is served on the District. The County has retained the services of an outside relocation consulting firm, Overland, Pacific & Cutler, to explain to the District the relocation process and the benefits it may be eligible to receive, as well as provide assistance in planning the District's move and reestablishing its operation. The District has elected to receive a Fixed Payment in Lieu of Payment for Actual Moving and Related Expenses and Reestablishment Expenses. As a non-profit organization, the payment is based on the average of two years' annual gross revenues, less administrative expenses. Under the Uniform Act, any payment in excess of$1,000 must be supported with financial statements for the two 12-month periods prior to the acquisition of the property. 1 Attached is a Claim for Fixed Payment in Lieu of Actual Moving and Related Expenses in the total amount of$20,000. The District has provided Financial Statements and Independent Auditor's Reports for 2006 and 2007 as documentation to support the total amount being claimed, as follows: Year Gross Revenues - Administrative Expenses = Net Revenue 2006 $405,807 $222,662 $183,145 2007 $599,816 $232,031 $367,785 As indicated above, the District is eligible to receive the statutory maximum Fixed Payment of $20,000. Please do not hesitate to contact me with any qucstions at 510- 760-8865. Thank you for your assistance. Cecilia Melanson Sr. Project Manager Overland, Pacific & Cutler 2 CLAIM TRANSMITTAL AND CHECK REQUEST 1171 THE ATTACHED DOCUMENTS MAY June 9, 2008 CONTAIN CONFIDENTIAL INFORMATION. To. FROM Lucy Owens Cecilia Melanson Sr. Real Property Agent Overland, Pacific & Cutler, Inc. Contra Costa County 7901 Oakport St., Suite 4800 Public Works Oakland, California 94621 255 Glacier Drive Phone: (510) 638-3081 Martinez, CA 94553 Fax: (510) 638-0750 iTHIS CORRESPONDENCE • THE FOLLOWING Claimant Name(s): Reclamation District 799 Site Address: 5980 Bethel Island Road, Oakley, CA 94561 Case # and Project: Bethel is Bridge Replacement Project TO [IN THE AMOUNT DISPOSITION Reclamation District 799 ;$10,000.00 -70—Mail check back to OPC 1. x Hold for pick-up by OPC staff Hold for pick-up by claimant _... Reclamation District 799 $10,000.00 .. Mail check back to OPC 2. x Hold for pick-up by OPC staff Ll Hold for pick-up by claimant Mail check back to OPC - Hold for pick-up by OPC staff i JD Hold for pick-up by claimant J Elm • ' ' • ' • • Rental Assistance Business Moving Expense Downpayment Assistance Business Reestablishment Periodic LRH Payment Business Site Searching Purchase Price Differential X Business In-Lieu Mortgage Interest Differential Fixtures and Equipment Purchase Incidental Expenses All-Inclusive Settlement Residential Moving Expenses Security Deposit Return Other: Required move-in fees for security and cleaning. X Advance Payment Notes: Check#1 is advance payment to help with - - - - - move costs. Final Payment, Check#2, will be Interim Payment delivered upon vacation of acquired site and return X Final Payment of keys. icy 1980-2007 Overland,Pacific&Cutler,Inc. (04107) Rpr 23 2008 9: 10Ahi HP LASERJET FAX p' 1 N 01SrRUCMWS: Thra Ctabn for b fa-the uari of displaced bbalw=m, rronprohY a .w. .-y: D AI ino aWnizelfon8.and th-operations that wWh to eppfy for a Fired Payment in Lieu of Actual Moving Expenses re9w Nen apply OrAcNal Movfng Expenses. rhe mlnlmum Agency Contra Costa County axed payment b$1.000.00:the maximum fined payment b$20,000.00.na Agency mN explain the diNerences bath"r)the two payments II you are eDgfbte to c Boase amw ----- - payrnent,fheagencyrep►eserrfarveniN»elpyoedaterm;neWnru,lsmotsrrrdvardageo,ra Project Bethel Islaind Bridge Replacement and t%V help you complete the lone. X the tuff amount of youtcJatm Is not appr'ovft the Agency wlAprovfde you w8h a writ w expbneW oethe reason. Nyou are not mVbd --- Wdb the Agency's detsnninaAon,you may appeal that detemilnrtbn The Agency will Case# expta/n bow to make an appeal. This lntortoaWa is being Cdtecfed undar the aufhortty of me Un*—Relocatlon Assistants and Real Property Pckass Aa((IRA)and/o Caftmia Relocation Assralance AU r Program Rules Fop—r-ClaimSerial Number (x J Federal [X J State [ )Other SECTION A.General 1.Name Under Which Claimant Conducts Operations 2.Name,Title and Phone Ili of Person Filing Claim on Behalf of Claimant Reclamation District 799 Joe Spotts,Chairman of the Board 31L Address From Wh ich Claims rit Moved 31b. Date First Occupied 3c. Date Move Started 6998 Bethel Island Road,Oakley,CA 94561 May 30,200.1• Pending 4a. Address to Which Claimant Moved 4b. Date Move Completed 5.Is This a Fired Claim? 4882 Sandmount,Oakley,CA Pending [X]Yes [ ]No 6.Type of Operation(Check One): 7.Type of Ownership(Check One): [ ] Business [ ) Farm Operation (x ]Nonproflt Operation I )Sole Propriet. [ )Corporation ( ]Partnership (x I Nonprofit Org- 8. Computation of Payment ITEM AMOUNT CLAIMED { (1)Amount from Line(3), (6), (9)or(12)of Section E or. reverse. I $20,000.00 (If less than$1,000 enter$1,000,if more than$20,000 enter$20,000) (2) Amount Previously Received for Expenses Claimed Here(if any) $0.00 (3) Amount Requested (Line(1) minus Line(2)) I $20,000.00 9. Certification by Claimant(S) WARNING:lfWuknwMiyorda%aratelyawkefeltvstaternenzonfhisum,youmaybesulgertwGworcro alpenalfiesun0re 8acoon1001of7dta18dtheUNMStatescode inadditnywwaymdmmWany ofMeamourdsdernedonMskrm ICFRT1FYtharthisGairrandsupporlMpinlbrmehpn.vpfrueanormmple!a,fhatlharenofsubmittedanyotlres cJalrn for the expense fisted and Mm t have not been paid for ft expenses by any other source.MY choke ofp pe of payr,renf vw made ca the barb of rw explanation byft diapwav A re taffve-GrthF dYl",Vv botween the Avo�1 pests available and Cre w4a/biTIN ramdramerrls for eac*.- Sigrawre(e)of Ci man45:or imenks)Agar�t 1TitleT (Type or Print) l Dilate +•"i •>-''� :.k � ?vk ',Yk.,�•'"rt 'W..:" r:ti::x'-.r;;� .:4.;];.;;.[,•.y'.,ti:W4 .y::yr'- yr, .i;z,,:p,c,; ::.:;;L.. ��.,'.{'• '_;yF Sr' rv`.'. Wit',. .r .�:`i >•:, x. .. `v •{�, ,i4 •1f•_ .'pin.i'`s SLS'<:`:�^��LCz;:. ,t..,a�'. :.+...��.. ay..rrr, t. '�w <,. Ct .�-- :..y t•{ J'R ..tw.�;�i.�. S .,;,z..;.,�J.��+r-b. r. a5 ,..l:;r<'i^' i:r'rv.. t�. �'��Z• .a.•; r 7 cr... ..aV:'-.[. 'A.. Y: i C .': ..rr*,i• •a }>;<'"::.r.✓:'ti'?;"'.. - '.,Y•,:,,?.. ,:{.., R;";:.r:�r.,-,. rs... .�,...c••.. ri,,'•::..a..;y... ..t.1ra `�T;;:•• �, ,.�T...•:Y�.:.Y.J.,.;.,,- w. Paymenf Action Amount of Payment Signature Nefine(Typo or Prinfj Date — -.... ](C c}C• l:,G 10.Recommended $20,000.00 :Y.�, '�L, (�' .- Cecilia I"n$on 11.Approved $20,000.00 ®Overhm Paci tc&Culler Pago J of 2 =13C -Oj(014) Apr 23 20089: 10AM HP LASERJET FAX p' 2 SECTION B.,Name and Address of Other Establishments Operated By or Affiliated With Business of Nonprofit Organization(if None,type"None") Name — Address - -- TYPe of 3usiness or Activtty - i None I SECTION C:Grass Receipts Determination for Business or Farm operation —-- - ........... - — TEM I BASE PER?OD Year. Year. I Average Gross Receipts or Gress Sales,Less Returnee and Allowances --- — —l—-- - $0.00 SECTION D:Generat Tax Intonation(NOT to be completed by Nonprofit Organizations) Names)Used on Income Tax Retum(s) Tax Returns F1 ed YYith Director of InmmaJ Revenue In: YEAR— CITY I STATE Empbyer Identification Nunoer(s)Show•on Tax Retum(s) Principal Business RCLK*Type Reportm on Tax Returns; I I I I SECTION E.,Computation of Average Net Earnings or Not Revenues for Bess Period i BA SE PERIOD -- ITEM(complete appropriate tabiaj ---- - Year 2006 Year.2007 Average TABLE is INOMDUAL OR SOLE PROPRIETOR(Relates to IRS Form 104D (1) Net Profit(or Loss)Beare Taxes from IRS rom,1040 (2) Compensation Paid to Owner,Owner's Spouse and Dependents (List names and amounts in Remarks) —............... (3) Net Earnings(Add lines(1)end(2)) $O,DO $0.00 TABLE 11:CORPORATION(Relates to IRS Form 1120 or 1120-S) (4) Taxable tnooim(fcrm 1120)or Ordinary ineonie(!orrn 11205) (5) Cornparlaatlon Pad to Principal Stod t lders,Their Spouses and Dependents(list names and amounts in Remarks) (8) Net Earnings(Add lines(4)and(5)) _ $0.00 - 60.00 TABLE Ill: PARTNERSHIP lRelates to IRS Form (1066) (7) Ordinary income(or Loss)Before Texas from IRS form 1065 (8) Compensation Paid to Pr11rCjPal Partners,Their Spouses and Dependents!Llai names and amounts in Remarks) i (9) Net Eamtngs(Add Ones(7)are(8)) - _ $0.00 _ $0.00 _�—..... __ TABLE 1V:NONPROFIT ORGANIZATION (10) Annual Gross Revenues -��- $405,607.00 $5991816.00 j $502,611150 - (11) AdmiNstrar)veExponses $222,662.00 $232,031_00i $2_27,346.50 (12) Net Reventies(Sub1W One(11)tram One(10) $183,145.001 $367,785.0011 $275,463.00 REMARKS. Reclamation Dlstriet 788 Is a Special District mandated by the State of California and governed by the County of Contra Costa. Annual Gross Revenues are based on the Financial Statements and Independent Auditors Reports prepared by Croce S Company. Groes Revenues include Assessments,State assistance,Permit Fees,Re-tmblursemoints. Administrative Expenses include administrative support such as salaries and wages,Insurance,utilities,Offfee rent,supplies,and telephone.