HomeMy WebLinkAboutRESPONSE - RFP - P921 APPRAISAL SERVICESMcCarty Land & Water Valuation, Inc.
1427 W. 29"Street Loveland, CO 80538 970-635-0900 Fax 97"35.0910
February 3, 2004
Jim O'Neill
Director of Purchasing and Risk Management
City of Fort Collins
215 North Mason Street
Fort Collins, CO 80524
RE: RFP — Approved appraiser list
Dear Jim:
I appreciate the opportunity to be considered to do appraisal assignments for the City of Fort Collins. Please review the
following information about my company along with the attached proposal.
Renae Gettel
Renae has been the office manager since July 1998. She does an exceptional job of report preparation and is a major reason
why our reports have a high quality appearance. Renae does most of the area data research and Writing.
Erin Brown
Erin has worked for us since February, 2003. She is a Registered Appraiser. She does all of the mapping for our reports. She
does a considerable amount of sales research including initial sales searches, sales'mapping and partial preparation of sale
write-ups. Erin is beginning to co-sign on selected assignments.
Kevin McCarty
I am the principal appraiser and would be the only person signing reports for Fort Collins assignments. However, when we do
reach a point where Erin and Renae (who is also working towards certification) become Certified General Appraisers, I would
like to see about having them included on the approved list.
I have been an appraiser for 18 years. My background is very diversified, including the early part of my careerwiththe State
of Kansas and a stint as the Sherman County, Kansas Assessor. In 1993, I began working for Robert Mitchell, MAI in
Greeley. This .gave me valuable experience in appraising commercial properties, land and water rights. Bob was particularly
well known for partial acquisition work and I co -signed many partial acquisition reports with him. The most notable
assignment was over 40 appraisals for Northern Colorado_ Water Conservancy District's water transmission lines to
Broomfield and Fort Lupton/Hudson. -
After purchasing Bob Mitchell's business; I have successfully carved out my niche as a land and "water valuation specialist.
As a result, I have basically stopped taking commercial appraisals for the past six years. This has allowed me to focus on
appraising transitional farmland, water rights, gravel reserves, ranch properties, partial acquisitions, conservation easements
and any other land or water related assignment that fits within this niche I've created. At least 80% of my work is along the
Northern Colorado Front Range, although I have completed -assignments in other portions of Colorado as well as Wyoming
and New Mexico.
Sincerely,
Kevin T. McCarty
Certified General Appraiser (CG01319902)
- Farms • Ranches • ' Water Rights • Development Land • Commercial • hdustrial
McCarty Land & Water Valuation, Inc.
1427 W. 29ih Street Loveland, CO 80538 970-635-0900 Fax 970.635-0910
February 3, 2004
Jim O'Neill
Director of Purchasing I and Risk Management
City of Fort Collins
=215 North Mason Street
Fort Collins, CO 86524
'RE: RFP— Approved appraiser list
Dear Jim
Proposal for Fort Collins RFP — Fee and Time
Base Hourly Rate: $125per hour
Hourly Rate for Water Appraisal Assignments: $150 per hour
Typical Appraisal Fees for Partial Acquisition Assignments:
1-2 appraisals:.
$3,000 to $5,000 per parcel
3-6 appraisals:
$2,000 to $4,000 per parcel
7-10 appraisals:
$1,750 to $3,000 per parcel
11 or more appraisals:
$1,500 to $2,500 per parcel
Typical Appraisal Fees for Conservation Easement Appraisals:
Base fee without easement analysis is typically $2,000 to $3,500 for one parcel.
Conservation easement analysis multiplies the base fee by 1.5 to 2.0x.
Court preparation time is billed at a rate of $125 per hour.
Deposition and court testimony is billed at a rate" of $250 per hour.
Delivery of reports are typically on or before 120 days after notice to proceed. McCarty Land & Water keeps an
accurate schedule, and although proposal times are often relatively long, we have an exceptional track record for delivering
reports on time. In fact, I typically like to schedule assignments with a two week cushion and we probably have an average
delivery about two weeks in advance, of our deadlines. We can occasionally provide a quick turnaround if we have an
opening or have recently completed an appraisal of a similar property. On the other hand, there are situations where our
schedule exceeds 120 days. In fact, if we were to be considered for any project,greater than 10 or so parcels, delivery time
would likely exceed, 120 days.
Sincerely,
Kevin T. McCarty
Certified General Appraiser (CG01319902)
Fame • Ranches . Water Rights . Development Land •. Cornmercial . Industrial
Qualifications of
Kevin McCarty
1427 West 291h Street
Loveland, Colorado 80538
(970)635-0900
Natural Resource Valuation Specialist
Education
B.S. Degree in Geography, Kansas State University, 1983
M.S. Degree in Resource Geography, Oregon State University, 1985
International Association of Assessing Officers - 6 courses... University of Colorado - 2 courses
Kansas Dept. of Revenue, Div. of Property Valuation - 16 courses... Appraisal Institute - 6 courses
Kansas Real Estate Commission, Kansas Association of Realtors, Washburn University - 1 course from each
Selected College Coursework: Agricultural Economics/Economics - l l courses, Geography of Land Use, Geography of Natural Resources,
Geography of Resource Use, Resource Evaluation Methods, Natural Resources Policy, Land & Water Economics, Biotic Resources of the U.S.,
Politics of Environmental Policy, Ecology of Environmental Problems, Water Resources Seminar, Water Resources Geography, Water Resources
Geography of the U.S., Agricultural Geography, Land Use Planning, Geology, Earth Science, Environmental Geography, Climatology.
Other Natural Resource Classes: Water Law I & II, University of Colorado
Wetlands and Mitigation Banking, CLE International
Appraising Natural Resources, American Society of Farm Managers & Rural Appraisers
Colorado Water Law (2000 & 2003), CLE hrtemational
Professional Affiliations
Candidate for ARA designation, American Society of Farm Managers & Rural Appraisers
Candidate for MAI designation, Appraisal Institute
Cerdrications
State of Colorado - Certified General Appraiser (CG01319902)
State of Wyoming - Certified General Appraiser (05042)
Professional Experience
• Feb. 1999 to present, Owner of McCarty Land & Water Valuation, Inc.
• April 1995 - Feb. 1999, Co-owner of Mitchell, Axton & McCarty, Inc., Real Estate Appraisers and Consultants
• June 1993 - March 1995, Associate Appraiser with Robert J. Mitchell, MAI, Greeley, Colorado
• June 1993 - May 1994, part-time Sherman County, Kansas Appraiser
• July 1991 - June 1993, full-time Sherman County, Kansas Appraiser
• Feb. 1986 - July 1991, District Appraiser for the Kansas Department of Revenue, Division of Property Valuation
• Testified as expert witness in Larimer & Weld Co. Dist. Court... Testified before KS State Board of Tax Appeals
Geographic Experience
• Appraisal assignments in Colorado, Wyoming, New Mexico and Kansas.
2001-2002 Assignments
Water Rights (14% water rights/ 10% water storage)
24%
Gravel Reserves
6%
Transitional Farmland
23%
Ranches
6%
Conservation Easements
11%
Recreation -Hunting
3%
Partial Acquisitions
10%
Miscellaneous
8%
Development land
9%
Partial Client List
State of Colorado: State Parks, Division of Wildlife, State Land Board, Great Outdoors Colorado
Counties: Weld, Larimer, Boulder
Cities: Fort Collins, Longmont, Loveland, Greeley, Mead, Berthoud, Evans, Frederick, Hudson, etc.
School Districts: Greeley, St. Vrain
Water Districts/Ditch Companies: Northern Colorado Water Conservancy District, Central Colorado Water
Conservancy District, Ft Collins -Loveland Water District, Little Thompson
Water District, North Poudre Irrigation Company, Highland Ditch, etc.
Conservation Organizations: Nature Conservancy, Legacy Land Trust, Conservation Fund, Ducks Unlimited,
Trust for Public Lands, American Farmland Trust, Colorado Open Lands
Attorneys, Property Owners, Lending Institutions: Numerous
Kevin McCarty - Court Testimony
District Court, Weld County, CO
Case No. 95 CV 367
Northern Colorado Water Conservancy District vs. Ochsner, etal.
November 13, 1995
Attorney: Bob Trout (NCWCD) 303-861-1963
District Court, Larimer County, CO
Case No. 95 CV 281-5
North Poudre Irrigation Company vs. Baland
January 24, 1996
Attorney: Alden Hill (N. Poudre) 970-482-3683
District Court, Weld County, CO
Case No. 95 DR 557
Marriage of Wardlaw
January 21, 1997
Attorney: Tom Houtchens 970-353-9195
District Court, Weld County, CO
Case No. 00 CV 2
Weinmeister Vs. Big Cut Lateral
December 7, 2000 (deposition)
Attorney: Mark Korb 970-493-8622
District Court, Adams County, CO
Case No. 00 CV 1173
E-470 Public Highway Authority Vs. Henderson Development Company
September 27, 2001 (deposition)
Attorney: Michael Bohn 303-322-5800
United States Securities and Exchange Commission, Washington, D.C.
Case No. HO-09572
Southwestern Water Exploration Company
October 16, 2003
Attorney: Maria Maule 202-942-4549
Also testified before the Kansas State Board of Tax Appeals, 1992 and 1993
References
Ron Mills
Right of Way Agent
City of Fort Collins
117 N. Mason St.
Fort Collins, CO 80522-0580
970-221-6274
Jerry White
Larimer County
200 W. Mountain
Fort Collins, CO 80521
970-498-5715
Bryan Hayes
City of Loveland
Parks and Recreation Department
500 E. 3'd Street
Loveland, CO 80537
970-962-2726
Kevin McCarty - Appraisals: 2001-Current
1 Willis
Longmont
Transitional Farm Land
CI of L t
I ADK Farms
Weld Coun
Transitional Farm Land
Brien Butler
1 Kepner/Union Res.
Weld Coun
Transitional
Farm Land
Cityof L t
I Gibbons
Latimer Coun
Transitional
Farm Land
Gibbons
I Glardon Estate
Weld Coun
Transitional
Farm Land
Glardon
1 Mark
Weld Coun
Transitional
Farm Land
Weld Caun District Court
I Deane
Weld Coun
Tansitional
Farm Land
Diana Westerman
I Distal
Boulder Coun
Transitional Farm Land
Richard Distal
I Maldhow, Update
Berthoud, CO
Transitional Farm Land
Tom Stover
I Tollgate/Windsor
Weld Coun
Transitional Farts Land
Jake Fulbnwider
I Ko
_
Larimer Count
Transitional Farm Land
Esther Korby
I Benson Farms/Mead
_ _
Larimer Coun
Transitional Farts Land
Bank One
I Benson-Farms/Johnstown
Weld Coun
Fann Land
Bank One
I Dick/Union Reservoir
_ _ _Transitional
Weld County
Transitional Farts Land
L t
I DacFhelf/Union Res. _
Weld Coun
Transitional Farts Land
L mont
I Hornung Arbkration
_
Weld Coun
Transitional Farm Land
Richard Hornu
I Sdhlu
_
Adams Coun
Transitional Farts Land
Conservation Fund
I Boukfer Coun Open Space
Boulder Coun
Transitional Farm Land
Boulder County
I Fagan Farms
_
Berthoud
Transitional Farm Land
Fbmestate Bank
I Belerle
_
Adams & Weld Coun
Transitional Farts Land
Tom Stover
I D. Williams Update
_
Weld Coun
Transitional Farn Land
ma
II FK
Larimer
Coun
Transitional Farts Land
orb UU atteo
Larimer
Coun
Transitional Farm Land
Steve Korby
I Martin Conservation Easement
Larimer
_
County
Transitional Farts Land
Steve Mew
I Deane Update
Weld
Coun
Transitional
Farts Land
Diane Westerman
I Trott Consultation
Weld Coun
Transitional
Farts Land
Betty Trott
I Lr r
Weld Coun
Transitional Farts Land
1st NaII of mont
I Geist/Lodtman
Larimer County
Transitional Farm Land
Centennial Bank
I Scsva __
Weld Coun
Transitional Farm Land
Ian Schwartz
Sarchet _ _
_
Weld Coun
Transitional Farm Land
Tom Stover
Bell & Revision
Weld & Adams County
Transitional Farts Land
Tom Stover
Melchow Update
Larimer County
Transitional Farts Land
Tom Stover
Benson Farm Update
Weld & Larimer County
Transitional Farm Land
Bank One
Windell _
Weld Coun
Transitional Farm Land
Jay Windell
Rasmussen, H.
_
Weld County
Transitional Fame Land
Iat Main Street
Kammerzell
Weld County
Transitional Farts Land
John P
Simmons Consultation
Weld Coun
Transitional Farts Land
Ted Simmons
Bulthau Sales
Weld Coun
Transitional Farm Land
Rkisrd Brrtlhau
Kirin Consultation
Larimer L;ountv
Transitional Farts Land
Will Halm
! Block
Larimer Leounty
Conservation Easement
Larimer County
! Sylvan DalelLower Green Rid 8 Red Ride
Larimer Countv
Conservation Easement
Sylvan DalelLaimer County
! Dunkin
Loveland
Conservation Easement
John Va
Green R' Glade
Loveland
Conservation Easement
Loveland
Tlmomas Review
Dotglas County
Conservation Easement
Made Thomas
Thomas ratsal
Douglas County
Conservation Easement
Conservation Fund
!Bee/Weber
Larimer County
Conservation Easement
Larimer Coun
Black Wolf Creek CE
Yuma Coun
Conservation Easement
State Packs
Red ' U ate _
Larimer Coun
Conservation Easement
Larimer Countv
Nomine
Loveland
Conservation Easement
UTY of Loveland
Bock Update
Larimer Coun
Conservation Easement
Larimer County
Peterson Ranch
Larimer County. CO
Conservation Easement
TLaoevaonasemen
Sylvan
Larimer
S De
le
Larimer Coun
Conservation Easement
illvan Dale
Jaskowski
Ladmer County
Conservation Easement
ENeerm Jaskowskt
He s
Weld Coun
Conservation Easement
Ellis Ranch U ate
Larimer county
Conservation Easement
S an Dale
Bloom
Adams County
Conservation Easement
Jack & Bloom
Bee/Weber U to
Latimer Coun
Conservation Easement
Cab. State University
Jackson Park CE
Larimer Coun
Conservation Easement
Larimer county
Walden West
Latimer Coun_
Conservation Easement
Beds Aldrich
Palle Consultation
Larimer Coun
Conservation Easement
Paula Ponb
Malchow/CDOT
Berthoud
Partial Acquisition
Mekhow
Locke
Berthoud
Partial utsidon
Ken Lacks
Jotuntown Tank Site
Weld Count
Partial uisition
Johnstown
Larimer Co./DOW
Larimer Coun
Partial Acquisition
Larimer Coun
Fort Collins -Loveland WD Rid Hills
Ladmer Count
Partial uisition
Fort Clks olfLoveland
Fort Collins/Loveland W D North Line __
_
Latimer Count
Partial uis uon
Fort CoUlmdLoveland
Porter
__
Evans, CO
Partial Acouisition
Evans
Willis Update
Weld Coun
Partial Acquisitiori
Longmont
Weld County
Partial uisition
Longmont
CDOTlFori Collins Rest Area
Larimer County
Partial Acquisition
COOT
Schillinger
Weld County
Partal Acquismon
Rick Sam pson
2003
Weld Count
Partial uisition
of t
Willis 2003
_
Weld Coun
Partial Acquisition
yV of t
Willis Parcel K 2003
__
Weld Coun
Partial Acquisition
ofIt
Sehnert
Boulder Coun
Partial uisitbn
Mark Sehnert
S. Ft. Cdlins/Pitcaim
Larimer Coun
Pardo, utsitton
S. Ft. Collins San.
0 Creek Reservoir
Larimer Coun
Partial ulsition
LNe T ./C. Weld
WCR 13 Widenin
Weld Coun
Partial Acquisition
Weldcounty
Cklver Basin Pi ine
Lo mont
Partial AcquisitiorlLongmont
Road 17
Larimer Coun Partial uisitbn
Larimer County
EC n Meadows
Larimer Coun IPartial Acquisition
Joe at
�LowbouKwwnte-up
Boulder & Weld Unlinm Water
Ws1er Cdorarlo
W /a
moot Water Rt hts
Rand W
4 Higitiland Lake Consultation
Weld ntv
Water R'
Joe R
4 Stroh Estate
Weld countyWater
Dan Beam
4 Flatiron Water Rights
Weld County
Water Blots
Ed McDowell
4 Foster Estate
Adams, Weld & Lorimer
Water RVftSuzanne
4 Deane
Weld County
Water RightsDiana
Westertmn
4 Lake Mclntosh/Hi hland Ditch
Longmont
Water
Jeff Kahn
4 Stillwater Resources Review
Lorimar Coun
Water KKM
City of Fort Collins
4 Olson - Consultation
Lorimar Coon
Water Rights
Jack Olson
4 Bain Estate Consultatin
Lorimer Coon
Water R his
Laura Emerson
4 Pulliam NCWCD
Lorimer Coun
Water Rights
Jahn Menzies
4 Cascade Basic Report
_
Northern Front Range
Water R'
pros House
4 Frederick Water Policy_
Frederick
Water Rights
Frederick
4 S s Consultation
_
Weld Coun
Water Note
JoM S ns
4 Taos Water Ri hts
_ _
New Mexico
Water
Patlieon /Taos Ski Arm
ea
Schueller/L mont Water
____ _
L mont
Water Rights
Don Sdweller
4 Three Peaks Water
Lorimer Coun
Water R' hts Groundwater
Three Peaks Water
4 SW Water oration
Lorimer& Weld Coun
Water ' hk Groundwater
SW Water
4 Idaho Creek Water Project
Weld County, CO
Water R' s/WaterSora
C ' Harrison
S Rankin consultation
_
Weld Coun
WaterS
Weld
5 Flatiron
Latimer Coun
Water Stow
Ed McDowell, Owner
5 Boulder Creek Estates _
L t
Water StorageCI
of L t
5 U ate
Fart Collins
Water StorageGeAh
5 Williams Grovel Pit U ate _
Weld Coon , CO
Water Stow
Les Williams
5 Hamm PIUJCK Gravel
_
Weld Coun
_
Water S
State Parks
5 Rademacher
Del Camino
water Storage
State Parks
5 Lafa ramie WY
Alban Coun , WY
Water S
La
5 Weld n /HokesbaPit
_
Del Camino
Water
Weld ty
i CDOT/Fort Collins Rest Area
_
Fort Collins -_
WaterS
CDOT
i Le Hamm Pit
Del Camino -_
Water S
State Parks
5 MoMahiU Consultation _
Lorimer Count
Water S
Brian MddafVll
i F WlKautfman
Lorimar Count
WaterS
W. eta
i Bacon / State Parks
Weld Coun
Water Storage
Stab Parks
i Pinewood Estates De sition/Settiement
Adams Coun
Water S
m & Bohn
i William Grovel Pit '03 update)
_
Weld Coun
Water S 'ned Gravel Pit
Tan Stover
i Lyons Pit _
Boulder Count
WaterS Gravel Pk
Bouder
I Sylvan Dak/Ellis Ranch _
Lorimar Count - -
Ranch -Foothills
S Dale
i Slone
Larimer Count
Ranch - FoothiUs
Paula Slane
I Gindkr
Lorimar Count
Ranch - Foothills
Charles
iKRednountain Ranch
Colorado 8 Wyoming
Ranch - Foothills
Natirre
In F_xohan
Lorimer Coon
Ranch - Foothills
State Land Boardt
Ranch
Lorimer Coun
Ranch - Foothills
Larkner Coon ulliam Trust
I toLarimer
Coun
Ranch - Foot hills
LoriIt
Packard /NCWCD
Larimer CouRancch
-Foothills
NCWCD
IHollow Part. . / NCWCD
Latimer Coun
Ranch - Foothills
NCWCD
Is Ranch
Lorimer Coun
RaILorimer
Coun
Ranch -Plainsiarm
/Roman /Donn uin Sita
Weld Coun , CO & Larimer Coun , WY
Ranch - Plains
Dan Sweetser
IDOWYuma
Coun
Ranch-Plains/River Corridor
Undo Whittaker/DOW
Weld &Adams Coun
Gravel & Devel ant Land
Mick WaUcer
' Soutih Platte River Sales
Adams & Weld
Grovel & Lakes Sales
' J U k _
_
Led Coun
Grovel Pro
Ft. CoUins
Beck U k
_
Weld Coun
Grovel Reserves
BroomfieldJ
U k
Larimer Coun
Gravel Reserves
Fat Collins
Moms
Weld L;ounly
Gravel Reserves
David ' Atoms
Hunt
Henderson
Gravel Reserves
,
Bank One
Chikuma
Weld County
Gravel Reserves
Tam hikuma
Holon
Fort Lu
Gravel Reserves
-
Tan Holton
ells
Larimer Coun
Gravel
Gravel Reserves
Fort Cotio8
ubstation
L t
Platted Industrial Subdivision
J DurmafaU
Stud
Weld &Larimer Counties
Pktkd Industrial Subdivision
Various
Meadows
t
Platted Industrial Subdivision
Bank
stment
t _
Platted Industrial Subdivision
Flodnon Investments
Weld, Larimer & Boulder Counties
Platted Industrial Subdivision, Other
John
lle Suckhom Ranch
Larimer Coun
Paled Rural Deve menvKanch
Guarantee Bank
anch "As Builr
Larimer Coun
Rural Subd vision
Valley
:ni
Loveland
Rural Tract
Loveland
Ddlike U k _
Boulder Coun
Rural Tract
K Bank
Evans suitation _
_ _ _
Weld Coun
Rural Tracts
City of Evans
Pulikm Lots
Lorimer Coun - -
Rural Tracts
Pulliam Trust
B T Can Parcels
Lorimer Coun - -
Rural Tracts
Latimer nty
Evans rk _ _
_
Evans
Development Land
McRoberts, C' of Evans
Boulder Coun
_
De l Land
L
Hameln -
Hamlin
Weld Coun --��pment
Land
& KathyHamlin
Marys Farts
Berthoud
Lievskipment Land
Ull Anson
Larimer Fairgrounds
Loveland
Development Land
Lorirnhar Coun
B
Platteville
Hunting
Tim Jordon
Pritchard U ate
_
Weld Coun
Flue P
Ducks lJntimfted
Branney Update
Weld Coun
Huntl P
Tim Jordan
Ranch
Wald Coun
P
Ducks UnWniled
Pritchard!
U k
Weld Coun _
H
'
Jots - Ducks Unlimited
WalkYhs Estate
Weld Coun _
Weld Coun
I led & D Farm
I fed Farm
tq National Bank of t
BrNon FUlt
E D
n Coun
I ' fed Farts
Bank Om
Guam k
Weld Coun
I led Farts
Jkn
Lake Recreation Lease Study
N. Front Range
Lake Leases
L.arknsr Coun
S U k II
Weld Coun
Lakes
Chair" uisl
rks
ist U k
_
Weld County _ _
LakedDeMe Land
Frederick
14
14
15
15
1e
17
1t1
is
2Q
21
22
22
24
Longniont Quartedy
Weld County
Basic Data ftM
City of Longmont
L Ouarteri
Longmont
Basic Date Report - Land Sales
Longrnord
S GuICh MeadaMs
Longmont
Industrial Site
Sping Gulch Meadows, LLC
B' T MU Litigation
Larimar County
Industrial Site
MW*ft Flastings
Marx
Frederck
Annexed, ReslComm
Town of Frederick
Western Sugar Beet Dump
Wellington
Comm/Ind. Land
Western Sugar
Malchow Dwelling
Larimer County
Dwelling
Tom Stover
Dolifira
Boulder County, CO
Dwelling & Outlot
Doug Sherrer
Tucher - Montgomery Farms
Boulder County
Homesite
Carolyn Tucher
Jacob Minerals
L.admer County'
Mineral Ms
Fort Collins
H n
I Clear Creek County
Mining Claims
WNNam Kacer
Hewlett Packard / Larirrm
Larimer County
Mountain Ranch
Ladner County
Fort Collins TraiVUfarge
FoA Collins
Trail Easement
Fort Collins