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Home My WebLink AboutRESPONSE - RFP - P921 APPRAISAL SERVICESRFP-P-921 CITY OF FORT COLLINS SUBMITTED TO JAMES B. O'NEILL U. CPPO, FNIGP DIRECTOR OF PURCHASING & RISK MANAGEMENT 215 NORTH MASON STREET, 2NDFLOOR FORT COLLINS, CO 80522-0580 PREPARED BY BEVERLEY S. PHILLIPS, MAI, SRA VALUE CONSULTANTS, INC. 8439 NORTH DELBERT ROAD PARKER, CO 80138 VALUE CONSULTANTS, INC. (VCI) is a woman -owned business specializing in the appraisal and consulting of real estate involved in condemnation, environmental and development/conservation issues. The president, Beverley S. Phillips, MAI, SRA, has over 28 years experience in major partial acquisitions for condemnation, environmental and development/conservation projects in Colorado and Ohio. Over the past few years the impact on value of environmental issues has played a major role in VCI's clientele. In addition to appraising and consulting on environmental issues, Beverley has authored articles, held seminars and served as a member of the Appraisal Institute's (AI) Task Force on Environmental Issues. The Task Force published a Property Observation Checklist in February 1995 for voluntary use by Al members, candidates and affiliates and their clients. Condemnation issues and the taking of private property rights have been a major part of VCI's clientele. Major Colorado projects completed over the past 5 years include: Prospect Road/Shields Street/South Taft Hill Road City of Fort Collins Harmony Road/I-25, Larimer County CDOT* US Highway 285, Jefferson County CDOT* Se I-25 Corridor Project CDOT* Arapahoe/Parker Road, Arapahoe County CDOT* County Line Road, Arapahoe/Douglas Counties CDOT* Crowfoot Valley Road/Piney Lake Road/ Titan Road/Russellville Road, Pine Drive, Tomahawk Road/Democrat Road Yosemite Street-C470 Douglas County Front Street Castle Rock New Town Sewer Plant Town of Elizabeth Lincoln Avenue, Dransfeldt/Twenty Mile Roads, Hilltop Road Town of Parker Broadway Viaduct City and County of Denver Kalcevic Gulch Adams County *Colorado Department of Transportation VALUE CONSULTANTS, INC. (VCI) PAGE 2 These projects include: properties of all types, partial and total acquisitions, three approaches to value, consideration of costs -to -cure and damages/benefits, and the impact on values of extensive environmental issues. VCI was selected as one of the appraisers for Stapleton 2000 (redevelopment of Stapleton International Airport-SIA). The first appraisal completed assisted SIA officials in negotiations with Union Pacific. Consulting was provided on the United Airlines Training Facility lease. Open space issues are of paramount importance and VCI provides consulting and valuation in this area. Clients include Colorado State Parks, Colorado Open Lands, Douglas County, Larimer County, the Towns of Parker, Elizabeth and Fort Collins. and individual landowners. This type of assignment included the valuation of a "crystal cave" in Jefferson County. Litigation support is a primary service provided to VCI clients. Beverley is an expert witness in many courts in Colorado, as well as California and Ohio. Teamwork is essential in providing litigation support. References can be provided upon request. Development projects provide VCI with many private clients and their projects. The development of the rural site plan to preserve open space in rural developments involves a "team concept' and VCI most recently worked on: Blue Rock Ranch Jackson Creek Ranch/Sinclair Ranch Diamond Ridge Estates VALUE CONSULTANTS, INC. (VCI) PAGE 3 Other recent development projects include: Rose Ranch, Carbondale, CO Polo Creek Lane Subdivision, Denver, CO Bayou Gulch Land, Douglas County, CO Metzler Ranch, Douglas County, CO Wild Pointe, Elbert County, CO A complete professional profile of Beverley S. Phillips, NM SRA is provided in a subsequent section of this presentation. VCI has no employees but does utilize research services of sub -contractors as needed. VCI looks forward to working with your team in providing professional services. VALUE CONSULTANTS, INC. Beverley S. Phillips, MAI, SRA 8439 North Delbert Road Parker, CO 80138 Office 303-841-2080 Fax 303-805-8909 Immediate Possession Hearing Deposition/Value Trial Immediate Possession Hearing Deposition Immediate Possession Hearing Deposition Testimony Deposition LITIGATION HISTORY 1/24/00 Feazell v State of Colorado Jefferson County, CO District Court Division 4 8/31199 and 10/26/99 Williamson v Town of parker Douglas County, CO District Court Division 2 4/5/99 Friedman v State of Colorado Jefferson County, CO District Court Division 4 3/24/99 Denver Southeast Suburban Water & Sanitation District v Broe Land Company and Douglas County, CO BZH Land Company 9/10/98 Eatwell v State of Colorado Jefferson County, CO District Court Division 4 6/29/98 Coyle/Perkins v Town of Parker Douglas County, CO Division 2 District Court 3/12/97 Adams County, City of Thornton v US West ry, CO District Court 96 CV 214, Division 3 Boulder County, CO Williams v. Whittington et al LITIGATION EiISTORY — PAGE 2 4/ 12/96 Rose Yule Testimony Douglas, County, CO District Court 1112/94 Siegrist Construction Paving Deposition Company Construction Company Adams County, CO District Court Northglenn Mall Associates 516184 Deposition Adams County, CO District Court 3/9/94 Bayou Land Company v Talley Testimony Douglas County, CO District Court l m 7 y # m = # # y n o t: c l # ro N z � W Q .�..► o a J LU woo Q r LL 0 . F 1� LU ♦r ~ ri�R 4 0 c 0 C! H �-i e: Z p y� RTry O p Q L C CJ U 0 L F- Fri 0 a G Date Issued: Policy Number: ------ Previous Policy Number: 05/21 /2003 LIU003052-002 LI 1003052-001 REAL ESTATE APPRAISERS PROFESSIONAL LIABILITY Liberty_ Insurance Underwriters Inc.- 55 Water Street, 18th Floor New York, NY 10041 Item THIS IS A CLAIMS MADE AND REPORTED POLICY. PLEASE READ IT CAREFULLY. LIBERTY INSURANCE UNDERWRITERS, INC. (herein called "the Company") DECLARATIONS 1. Customer ID: 127554 Named Insured: VALUE CONSULTANTS, INC. 8439 N. Delbert Road Parker, CO 80138 2. Policy Period: From:05/12/2003 To: 05/1212004 12:01 A.M. Standard Time at the address stated in Item 1. 3. Deductible: $1,000.00 Each Claim 4. Retroactive Date: 05/12/1995 5. Inception Date: 05/12/2002 6. Limits of Liability: A. $1,000,000.00 Each Claim B. $1,000,000.00 Aggregate 7. Mail All Notices to Agent: Liability Insurance Administrators 1600 Anacapa Street Santa Barbara, California 93101 (805) 963-6624; Fax: (805) 962-0652 8. Annual Premium: $1,074.00 9. Number of Appraisers: 1 10. Forms attached at issue: LIA002 (07/01) LIA CO (07/01) LIA CO NOTICE(07/01) LIA012 (07101) LIA013 (07/01) LIA015 (07/01) LIA018 (07/01) LIA024 (07/01) TRIA Form C (01/03) This Declarations Page together with the completed and signed Policy Application including all attachments and exhibits thereto, and the By LIA001 (07/01) Authorized Signature No Text James B. O'Neill II, CPPO, FNIGP Page 2 January 20, 2004 RE: RFP — P-921 Specific Hourly Rates Usually, a project will be quoted by an appraiser on a parcel by parcel basis. This permits cost savings to the client when more than one appraisal is completed in a specific market. I am the sole employee of Value Consultants, Inc.; however, researcher subcontractors are used when necessary to meet time lines and client needs. The following rates are used by my company in estimating such bids. Appraisal Reports Principal, Beverley S. Phillips, MAI, SRA Subcontractor Researchers, if used Litigation (Depositions and Expert Witness Testimony) Beverley S. Phillips, MAI, SRA Preparation time for client is billed at References Larimer County Engineering Department Parks and Open Lands Department Jerry White, Land Agent Post Office Box 1190 Fort Collins, CO 80522-1190 970-498-5715 Fax: 970-498-7986 whitegl@co.larimer.co.us Lenn Haffeman (private conservation easements) Diamond Ridge Partners, LLC 852 Diamond Ridge Circle Castle Rock, CO 80104 303-814-2460 Fax: 303-814-2252 bhaffeman(i)msnxom $125/hour $ 50/hour $1,750/day or $875/half day No hourly rates $125/hour VALUE CONSULTANTS, INC. Real Estate Appraisal and Consulting 8439 North Delbert Road Parker, Colorado 80138 (303) 941-2080 office (303) 805-8909 fax January 20, 2004 James B. O'Neill II, CPPO, FNIGP Director of Purchasing & Risk Management 215 North Mason Street, 2°d Floor Fort Collins, CO 80522-0580 RE: RFP — P-921 Dear Mr. O'Neill: The purpose of this letter is to respond to the above -captioned RFP-P-921 for appraisal services involving real estate for the City of Fort Collins. I am responding to this RFP in the order of the Review and Assessment page of the RFP. Partial Appraisal Reports Over the past 15+- years, I have prepared partial appraisal reports for the City of Fort Collins. My entire 29 year career has focused on partial appraisal reports for both municipal agencies and private property owners. Over the past 5 years, I have been involved in many projects for Fort Collins, as well as the Colorado Department of Transportation (CDOT), Douglas County Public Works, and the Town of Castle Rock. Your real estate department (under the supervision of Ron Mills) has reviewed many of my partial appraisal reports. References, other than the City of Fort Collins, are listed in a the reference section of this proposal. These reports have been presented in both Summary and Self -Contained appraisal reports. Experience & Education Attached hereto is a copy of my Professional Profile, a summary of my company (Value Consultants, Inc.), Litigation History, Copy of State of Colorado License as a certified general appraiser and a copy of my membership certificate with the Appraisal Institute (hold both the MAI and SRA designations). My education and experience include the areas that you are seeking: recreational trail, open space and storm drainage. I hold both the MAI and SRA designation. Many users of appraisal services find it helpful to have an SRA involved in residential properties. James B. O/Neill II, CPPO, FNIGP Page 3 January 20, 2004 RE: RFP — P-921 Colorado Department of Transportation (CDOT) Jay Kramer, MAI 2000 South Holly Street Denver, CO 80222 303-757-9919 Fax: 303-757-9053 Jay.kramer chi dot. state.co.us Douglas County Department of Public Works Dirk A. Zender, Real Property Services Specialist or Art Griffith, P.E. 100 Third Street Castle Rock, CO 80104 303-660-7490 Fax: 303-688-9343 dzender(�douglas.co.us aeriffith(a),doualas.co.us Town of Castle Rock Deanne Durfee, Asst. City Attorney 100 North Wilcox Street Castle Rock, CO 80104 303-660-1388 Fax: 303-660-1028 ddurfee(Zi)ci.castlerock.co.us Town of Castle Rock Department of Public Works Rick C. Wilkey, P.E., Engineering Manager 175 Kellogg Court Castle Rock, CO 80109 720-733-6003 Fax: 303-688-0437 rwilkey(a-).ci.castlerock.co.us H.C. Peck & Associates, Inc. Lee Satterfield, President Edward Tormohlen, Vice President & Transportation Director Pete Newman, Vice President & Real Estate Services David Sands, Vice President & Acquisition & Relocation Services James B. O'Neill I_I, CPPO, FNIGP Page 4 January 20, 2004 RE: RFP — P-921 2399 Blake Street, Suite 180 Denver, CO 80205 Post Office Box 480306 Denver, CO 80248-0306 303-623-6112 Fax: 303-689---6301 www.hcpeck.com Western States Land Services, Inc. Phil Mazzour, Hervey Smith 505 North Denver Avenue Loveland, CO 303-938-1414 pmazzouKD,ws-ls.com hsmith(&ws-ls.com If you require additional information, please do not hesitate to contact me. I appreciate the opportunity of providing this service to you. Respectfully submitted, VALUE CONSULTANTS, INC. Beverley S. Phil ps, MAI, SRA State of Colorado Certified General Appraiser CGO1313400 Attachments PROFESSIONAL PROFILE BEVERLEY S. PHILLIPS.) MAI, SRA Ms. Phillips has 29 years experience in real estate valuation and consulting including residential, agricultural, recreational, historical properties, apartments and condominiums, office buildings, commercial, retail, special purpose properties, open space/conservation easements, and condemnation work. She is President of Value Consultants, Inc., a woman -owned, real estate appraisal and consulting firm specializing in condemnation and the impact(s) on value of environmental issues and private property right(s) taking(s). EDUCATION BS, Accounting and Real Estate, Franklin University, Columbus, Ohio, 1973 American Institute of Real Estate Appraisers: Course 8 — Single-family Residential Appraisal Course 1B1 — Capitalization Theory and Techniques Course IB2 —Capitalization Theory and Techniques Course 2-1 — Case Studies in Real Estate Valuation Course 2-2 — Valuation and Report Writing Course 2-3 — Standards of Professional Practice Course 1133 — Capitalization Theory and Techniques Course lAl — Real Estate Appraisal Principles Course 1A2 —Basic Valuation Procedures Course 6 — Introduction to Real Estate Investment Analysis • Also attended numerous seminars on various topics related to the appraisal industry (i.e. economics, cash equivalency, subdivision analysis, capitalization workshop, calculator and computer applications, expert witness testimony, environmental issues, private property rights, conservation easements, water rights, 1031 exchanges, and so forth). Society of Real Estate Appraisers: Course 101 — Real Estate Appraisal and Valuation Course 201— Investment and Capitalization PROFESSIONAL PROFILE (CONT.) BEVERLEY S. PHILLIPS, MAI, SRA American Society of Farm Managers and Rural Appraisers: Principles of Rural Appraising and Advanced Rural Appraisal Report Writing Colorado Department of Transportation — National Highway Institute Eminent Domain Training for Attorneys and Appraisers CLE International Land Use Law Regulatory Takings Eminent Domain • Author — Article in Environmental Watch, Research Department of the Appraisal Institute, Volume V, Number 2, Summer 1992, "Examining a Nonhazardous Liquid Solidification and Disposal Facility" — Based on actual appraisal assignment. • Author — Article in Environmental Watch, Research Department of the Appraisal Institute, Volume VI, Number 4, Winter 1994, "Environmental Issues and Diminution of Value: A Case Study." • Author — Article in The Canadian Appraiser, Volume 38, Book/Livre 2, EtE 1994, `Environmental Issues and Diminution of Value: A Case Study." PROFESSIONAL EXPERIENCE 8/1992 — Present: President — Value Consultants, Inc. 3/1992 — 7/1992: Vice President — Appraisal Services, EAV Denver, Colorado PROFESSIONAL PROFILE (CONT.) BEVERLEY S. PHILLIPS, MAI, SRA 1984 — 2/1992: Appraiser, Joseph Farber and Company, Inc., Denver, Colorado 1982 —1984: President and Appraiser, B.S. Phillips and Associates Company, Columbus, Ohio 1979 — 1982: Appraisal Associate, James R. Horner and Associates, Inc., Columbus, Ohio 1977 —1979: Staff Appraiser, Park Federal Savings and Loan Association, Columbus, Ohio 1972 —1977: Appraisal Associate, Anthony F. Mollica, MAI, Columbus, Ohio EXPERT WITNESS TESTIMONY • Adams County Court • Arapahoe County District Court • Denver District Court • Douglas County District Court • Federal Bankruptcy Court — Denver • Jefferson County District Court • San Diego, CA District Court • Numerous tax appeals at the county assessor level PROFESSIONAL ASSOCIATIONS Appraisal Institute (MAI and SRA) Certified General Appraiser — State of Colorado #CG01313400 NOTEWORTY DATA State of Colorado • Approved Appraiser — Colorado Department of Transportation PROFESSIONAL PROFILE (CONT.) BEVERLEY S. PHILLIPS, MAI, SRA Member of Appraisal Institute's Special Task Force 1992-1993: Appraiser's Responsibility in Environmental Issues. Generation of a property observation checklist for appraisers and teamwork with USTM for use in the industry as a standard. Property Observation Checklist published in February 1995. Appraisal Institute — Ethics and Counseling Division Region 2 Ethics Administrator — July 1995 to 2004 Region 2 Assistant Ethics Administrator —1992 to July 1995 Regional Panel Member — 1989 —1992 Recipient of the 1999 Robert L. Foreman Memorial Award in Recognition of dedication to the enforcement of ethics and standards. Environmental issues have been presented in appraisals and expert witness testimony since 1990. Colorado open space issues/conservation easements/private property rights have been the issues of the 1990s. Noteworthy appraisals and/or consulting on conservation easements including but not limited to Evans Ranch, Welch Ranch, Blue River Ranch, Spruce Mountain Ranch, Prairie Canyon Ranch, and the Canyon Parcel of Maher Ranch. Extensive involvement with rural site plan developments in Douglas County (Blue River Ranch, Spruce Mountain Ranch, Winkler Ranch, Jackson Creek Ranch). Clients are attorneys, property owners and government agencies in Colorado and California and all property types have been analyzed. References upon request. Extensive teamwork experience with attorneys, owners, engineers, environmental experts (risk and health assessment, research, etc) and open space/conservation agencies. VALUE CONSULTANTS, INC. Beverley S. Phillips, MAI, SRA 8439 North Delbert Road Parker CO 80138 (303) 841-2080 Office (303) 805-8909 (Fax)