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Home My WebLink AboutRESPONSE - RFP - 7424 APPRAISAL SERVICESLand &Water Valuation, Inc. 591 N Denver Avenue Love(araf, CO 80537 970635t7`HX) FaX 970-635-0.910 August 17, 2012 James B. O'Neill Financial Services City of Fort Collins 215 Mason St., 2id Floor Fort Collins, CO 30522 RE: Request for Proposal 7424 Appraisal Services Dear Mr. O'Neill; Please find the enclosed documents pertaining to the above referenced RFP. Five copies of the documents have been included. Respectfully submitted, Kevin McCarty Certified General Appraiser No. CG01319902 Lanrfe'WaterAppmisa(s for the Modem 'West References Ryan Boggs Legacy Land Trust 214 South College Fort Collins, CO 80521 Multiple conservation easements since the,formation of the land trust. Charlie Johnson Latimer County 200 W. Mountain Fort Collins, CO 80521 970-498-5715 Kevin has appraised the majority of acreage acquired by the county since the inception. of the open space program, including conservation. easements and fee simple acquisitions. Bryan Hayes City of Loveland Parks and Recreation Department 500 E. 3"' Street Loveland, CO 80537 970-962-2726 Kevin has conducted numerous appraisals for the City of Loveland, including fee simple acquisitions and conservation easements. Mark Sears City of Fort Collins Kevin has appraised Horny of Fort Collins open space acquisitions, including Soapstone, Bartran Sod Farm and various Wellington separator parcels to name a few. MEMO: Fort Collins Proposal by McCarty Land & Water Valuation, Inc Website Excerpt McCarty Land & Water Valuation, Inc., specializes in the valuation of land and water rights throughout the High Plains and Rocky Mountains. The company has a growing reputation for producing high -quality appraisal reports that are based on comprehensive research and sound reasoning. Kevin McCarty purchased the company in 1995 from his former boss, then branched off from his former partner in 1999 to form McCarty Land & Water Valuation. The company now has three appraisers in addition to support staff. Kevin has over 25 years of appraisal experience along with a Master's of Science in Resource Geography from Oregon State University. His educational background and experience give him a unique perspective on natural resource valuation issues in the modern west. Complex land and water right valuation issues can challenge even the most talented appraisers. Kevin and his staff have the abilities and insight to meet those challenges. Fort Collins Aooraisal Work Kevin McCarty has worked for the City of Fort Collins for most of the 19 years he has been in Colorado This work has included assignments involving partial acquisitions, gravel, water rights, conservation easements and fee simple acquisitions of open space. Partial Acouisition Work The demands of being one of the top conservation easement appraisers in the state forced Kevin to move away from partial acquisition work and focus on conservation easement assignments in addition to continuing to focus on natural resource assignments (water rights, gravel resources, wind resources, recreational resources, etc.). Because the company has been in this mode, Eric and Shiloh have not been focused on partial acquisition assignments. Kevin remains on the CDOT approved list, but has only taken a few partial acquisition assignments in recent years where his natural resource or geographic experience meant clients otherwise had limited options. Workload and Delivery Time Our specialization means we are in high demand and we typically have a 3 to 6 month delivery schedule. Given the fact we have moved away from partial acquisition work along with our schedule, it is unlikely we would be able to take a large partial acquisition assignment for the City (which we have done in the past). So this should be a consideration as you line up appraisers under this contract. It still makes sense to have us as one of your contract appraisers given our experience with local land and water rights. Our experience with open space acquisitions, conservation easements, gravel resources and water rights have proven vital to the City in the past and we feel we can continue to provide these important services moving forward. We never want to say never in terms of partial acquisition assignments. However, Kevin is currently involved in a major litigation project and it appears that will last well into 2013 if not beyond. Eric and Shiloh have picked up the slack with other clients and can do so with the City of Fort Collins. However, for the foreseeable future, we just simply will not have the capability to handle any large multi -property partial acquisition project. D. PROPOSAL COST SHEET Supply the hourly rates for the following: 1. Hourly personnel rates for project team members: a. Keurn Mcio�r'V-� - Grf,'1'ce� Vane/'a� �Ppr,1 J- - ZooA,- b. Ccc4J� Cl Jfr..l — 4/25%nr C. Re,4-,kreaf ApptaJse. — -490 Ihr d. Jor�an - �c�ifa�s0/hr m 2. Appraisal services hourly rate of pay — One specific rate of pay for the performance of all appraisal services except litigation services: $ See d 6o✓c_ (41c bf// GyQ<�SI9 /if e.n 6Cr OL G///P r,"', O,—,/04 t') 3. Litigation services hourly rate of pay — One specific rate of pay for the performance of all litigation services: ?Af,r NAM41 4, /V raFC$ 7e" `7rQp A. ' 4. Breakout of reimbursable costs: (these are included in rates 2. & 3. Above). a. Mllevy2 /;/-c b. sf 1oi2allt4 4- ,W RFP 7424 Appraisal Services Page 7 of 30 Qualifications of Kevin McCarty 591 N. Denver Avenue Loveland, Colorado 80537 (970)635-0900 email: kevin@mccartylw.com Natural Resource Valuation Specialist Education B.S. Degree in Geography. Kansas State University, 1983 M.S. Degree in Resource Geography, Oregon State University. 1985 Kansas Department of Revenue, Division of Property Valuation - 16 courses Appraisal Institute - 14 courses American Society of Farm Managers and Rural Appraisers — 13 courses International Association of Assessing Officers - 6 courses Miscellaneous classes (University of Colorado, Kansas Real Estate Commission. Kansas Association of Realtors, Washburn University, Seminars, Inc., City of Fort Collins, DORA) — Over 10 courses Professional Affiliations Candidate for ARA designation. American Society of Farm Managers & Rural Appraisers Candidate for MAI designation, Appraisal Institute Certifications State of Colorado - Certified General Appraiser (CG01319902) State of Wyoming - Certified General Appraiser (#453) 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 • Testified in Federal Tax Court Geographic Experience • Appraisal assignments in Colorado, Wyoming, New Mexico, Idaho and Kansas. Appraisal experience in over 80 counties. Water Rights Transitional Farmland Conservation Easements Recreational Ranches/Hunting Federal: State of Colorado: Counties: Cities. School Districts: Water Districts/Ditch Companies: Con.sernation Organizations: Gravel Companies: Attorneys, Property Owners, Lendine institutions: 2001 to Current Assignments (Approximate breakdown) 20% Gravel Reserves 10% 20% Partial Acquisitions 5% 25% Development Land 5% 10% Miscellaneous 5% Partial Client List Internal Revenue Service, National Park Service State Parks, Division of Wildlife, State Land Board, Great Outdoors Colorado Weld, Latimer, Boulder Colorado Springs, Ft Collins, Longmont, Thornton, Loveland, Broomfield, Greeley, etc. Greeley, St. Vrain Northern Colorado Water Conservancy District, Central Colorado Water Conservancy District, Ft Collins -Loveland Water District, Little Thompson Water District, Central Weld County Water District, Left Hand Ditch, North Poudre Irrigation Company, Highland Ditch, Latimer & Weld Irr. Co, Windsor Reservoir & Canal Company, etc. Nature Conservancy, Legacy Land Trust, Conservation Fund, Ducks Unlimited, Trust for Public Lands, American Farmland Trust, Colorado Open Lands, WY Stockgrowers Lafarge, Kauffman, Campbell's C-Ment, Flatiron Numerous EDUCATION SUMMARY Kevin McCarty Minerals Seminar (American Society of Farm Managers & Rural Appraisers — 201 1) Conservation Easement Appraiser Update (Colorado Department of Regulatory Agencies — 2010) IRS Seminar / Conservation Easement Appraisal (Appraisal Institute — 2010) Colorado Coalition of Land Trust Conference (CCLT — 2006, 2007, 2008, 2009, 2010, 2011, 2012) Uniform Standards of Professional Appraisal Practice Update (Appraisal Institute & ASFMRA -- 2004, 2006, 2008, 2010, 2012) ASFMRA Code of Ethics (American Society of Finn Managers & Rural Appraisers — 2009) Business Practices and Ethics (Appraisal Institute —2009) Wind Power Seminar (American Society of Farm Managers & Rural Appraisers — 2009, 2010, 2011) Advanced Conservation Easement Appraisal Issues (Co. Chapter of ASFMRA — Author/Instructor— 2008) Valuation of Conservation Easements (Appraisal institute. ASFMRA — 2007) Conservation Easement Appraisal Workshop (WY Stock Growers Ag. Land Trust — Instructor- 2007) Uniform Standards of Professional Appraisal Practice Update (Appraisal Institute - 2006) Yellow Book Seminar (Ames icin Society of Firm Managers & Rural Appraisers — 2006) Highest and Best Use (American Society of Front Managers & Rural Appraisers — 2006) Conservation Easement Appraisal (City of Fort Collins — Instructor- 2005) Wyoming Water Law (CLE International —2004) Conservation Easements and Tax Credits (City of Fort Collins - 2003) Colorado Water Law (CLE International — 2003) Colorado Water Law (CLE International — 2002) Standards and Ethics Update (University of Colorado— 2002) Wetlands and Mitigation Banking (CLE International —2001) Appraising Natural Resources (American Society of Farm Managers & Rural Appraisers — 2000) All About Water (American Society of Farm Managers& Rural Appraisers — 2000) Uniform Standards of Professional Appraisal Practice — Parts A & B (Appraisal Institute - 1999) Conservation Easements and Non -Urban Land Use (Appraisal Institute — 1998) Advanced Applications (Appraisal Institute — 1996) HP 12C Calculator (University of Colorado — 1995) Highest and Best Use and Market Analysis (Appraisal Institute — 1995) Advanced Sales Comparison and Cost (Appraisal Institute — 1995) - Fair Lending and the Appraiser (Appraisal Institute — 1995) Advanced Income Capitalization (Appraisal Institute — 1995) Standards of Professional Practice (Appraisal Institute —1994) Report Writing and Valuation (Appraisal Institute —1994) Water Law I & II (University of Colorado — 1993) FIRREA Compliance and the Appraiser (Seminars, Inc. — 1993) Appraisal Standards and Ethics (Kansas Association of Realtors — 1992) Development & Writing of Narrative Appraisal Reports (Int'I Assoc., Assessing Officers — 1992) Composition and Letter Writing (Washburn University— 1990) Mass Appraisal of Income Property (International Association of Assessing Officers — 1990) Principals of Real Estate (Kansas Board of Real Estate/Garden City Community College —1989) Appraisal of Land (International Association of Assessing Officers — 1989) Mass Appraisal of Residential Property (International Association of Assessing Officers — 1987) Income Approach to Valuation (International Association of Assessing Officers — 1986) Fundamentals of Real Property Appraisal (International Assoc. of Assessing Officers — 1986) Kansas Department of Revenue/Property Valuation Division Coursework (1986-1992) Map Edit & Inspection, Use Value Appraisal of Agricultural land. Neighborhood Analysis and Land Valuation, Advanced Plotting Descriptions, Construction Quality Grade, Advanced Data Collection and System Issues, Appraisal of Agricultural Land and Improvements, Advanced Residential Market Modeling, Residential Model and Market Valuation, Commercial Cost and Income Models, Residential Cost and Depreciation, Appraiser Hearing Process, Year End Processing, Quality Control Using KSCAMA, Valuation of Irrigated Land, Personal Property Valuation Selected College Coursework (1979-1985) Agricultural Economics/Economics Principles of Agricultural Economics, Production Economics, Agricultural Market Structures, Agricultural Policy, Agricultural Law, Economics 1, Economics 11, American Economic History Geography and other Natural Resource Classes 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 Eric McCarty Certified General Appraiser No. 100014839 6111 W. 16s' Street Greeley, Colorado 80634 785-317-1215 ericCilrnccartvlw.conn Background Summary A certified general appraiser with over seven years experience in the appraisal industry and a strong agricultural background. Education consists of a Bachelors' Degree from Kansas State University and over 450 hours of qualified appraisal education. Agricultural experience includes growing up and working on a farm and ranch full and part time for over 10 years. Other related skills include experience in cartography and several relevant computer software programs. WORK EXPERIENCE • Farm hand at McCarty Land and Cattle- 1993-1999 • Research Assistant for McCarty Land and Water- May 2005-February 2006 • Assistant Registered Appraiser for McCarty Land and Water- February 2006- March 2012 • Certified General Appraiser for McCarty Land and Water- April 2012- Present EDUCATION • Kansas State University - B.S., Social Science - Degree emphasis-- psychology and business • American Real Estate College - Registered Appraisal Course, January 2006 - USPAP Course, January 2006 • USPAP - 2012 Update Course, February 2012 AIMS Community College - Water Rights Courses, December 2006 • Colorado Department of Transportation/Colorado Coalition of Appraisers - Introduction to Eminent Domain Appraisals and Appraisal Opportunities with CDOT, January 2012 • Appraisal Institute - Basic Appraisal Principles, April 2007 - Basic Appraisal Procedures, April 2007 - General Appraiser Income Approach/Part 2, April 2011 - General Appraiser Report Writing and Case Studies, June 2011 - Real Estate Finance Statistics and Valuation Modeling, July 2011 • ASFMRA - Introduction to the Approaches to Value for Rural Properties, March 2008 - Intermediate Approaches to Value for Rural Appraisal, April 2009 - Advanced Approaches to Value for Rural Appraisal, August 2009 - Eminent Domain, April 2010 - Highest and Best Use, May 2010 - Valuation of Conservation Easements & Other Partial Interest in Real Estate, September 2011 - Best in Business Ethics for New Members, December 2011 - Advanced Rural Case Studies, June 2012 • Completion of AQB Certified General Appraiser Examination, December 2011 Shiloh Wittler Registered Appraiser (100040272) 591 N. Denver Avenue Loveland, Colorado 80537 970-635-0900 shiloh@mccartylw.com Background Summary Registered appraiser born and raised on a farm and ranch in southeastern Colorado, currently pursuing a masters of agriculture degree of Integrated Resource Management from Colorado State University. WORK EXPERIENCE Colorado State FFA Officer, CO June 2006-June2007 Colorado House of Representatives Intern, Denver. CO Jan 2008-May 2008 • McCarty Land & Water Valuation. Mapper and Research Assistant June 2010-Present • McCarty Land & Water Valuation. Registered Appraiser Associate August 2012-Present EDUCATION • Colorado State University, Fort Collins, CO B.S., Agriculture Business Graduated: May 2011 • Land Use Planning • Agricultural Commodities Marketing • Water Resource Economics Colorado State University. Fort Collins, CO M.S.. Agriculture, Integrated Resource Management Graduation: May 2013 • Managing for Ecosystem Sustainability • Animal Production Systems USPAP 15 Hour National USPAP Course May 2012 • Appraisal Institute Basic Appraisal Principles February 2012 Basic Appraisal Procedures March 2012 • ASFMRA General Appraiser Cost Approach March 2012 General Appraiser Sales Comparison Approach April 2012 0 Completion of Colorado AQB Registered Appraiser Examination June 2012 Kevin McCarty - Court Testimony District Court, Weld Cotauv, 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 Comm), 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, Adanis 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 District Court, Weld County, CO Case No. 01-CV-0988 Rink Vs. Windell June 15,2004 Attorney: Tim Flanagan 303-298-8603 District Court, Larimer County Case No. 2007 CV 977 Toderica Vs. Hickey & Board of County Commissioners October 7, 2009 Attorney: Tim Goddard 970-493-5070 U.S. Tax Court, Denver Docket # 023689-08 Holmes; Tempel & Esgar Vs. Internal Revenue Service November 2, 2009 Attorney: Sara Barkley 720-956-4000 Also testified before the Kansas State Board of Tax Appeals, 1992 and 1993