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HomeMy WebLinkAboutRESPONSE - RFP - 7424 APPRAISAL SERVICES (3)a VALUE CONSULTANTS, INC. Real Estate Appraisal and Consulting September 4, 2012 . James B. O'Neill, FNIGP, CPPO City of Fort Collins Financial Services Purchasing Division 215 North Mason Street (P.O. Box 580) Fort Collins, CO 80522-0580 RE: Request for Proposal (RFP) 7424 Appraisal Services Dear Mr. O'Neill: 8439 North Delbert Road Parker, Colorado 80138 (303) 841-2080 office (303)805-8909 fax canasilk@aol.com The purpose of this correspondence is to respond to your August 13, 2012RFP referenced above. Over the past 20 years, I have had the opportunity to work with the Real Estate Services Department of Fort Collins. I enjoy the professionalism and "team player" attitudes of Helen Matson (and her predecessor) and the staff. One of the more complex projects resulted in my only court case representing the city (Brophy — Shields/Harmony). This litigation included not only Helen but the city attorney, engineering and planning departments. In this litigation, the city hired outside counsel (Doug Widland) partially based on my referral of Mr. Widlund. The case resulted in a successful resolution for the city. Needless to say, Helen Matson and other city employees are my best "references". Over the past 20 years, I have "teamed" with various professionals of all disciplines (appraisers, engineers, negotiators, attorneys, etc.). In order to offer Fort Collins service along with appraisal reports, I will "team" on many projects with Harold McCloud, MAI. We offer two designated appraisers that are well versed in condemnation (eminent domain), litigation and many other issues. We work closely so that our clients have uninterrupted service 24-7. I have received and reviewed Addendum No. 1 of this proposal. 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 • Boulder County District Court • Denver District Court • Douglas County District Court • Federal Bankruptcy Court — Denver • Jefferson County District Court • Larimer County District Court • San Diego, CA District Court • Numerous tax appeals at the county assessor level & CO Board of Assessment Appeals (BAA) PROFESSIONAL ASSOCIATIONS Appraisal Institute (MAI and SRA) Certified General Appraiser — State of Colorado #CG01313400 Accredited Member — American Society of Equine Appraisers American Society of Equine Appraisers #04606 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 Member to the National Nominating Committee - 2010 Region 2 — Assistant Regional Member — Ethics Administration Division — 2005 to present 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. Colorado Coalition of Appraisers (CCA) — Founder, 2010 Vice President, 2011-2012 Board Member 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 (303) 841-2080 Office Parker, CO 80138 (303) 805-8909 (Fax) STATE OF COLORADO Oeparmenl of Regulatory Agencw, Division of Real Esmie AtV,v cen Gen ,%Pp.a,U: 311 't,Jan 'I 16T0 P'. 'j-P -% --z_ Uol 2 LITIGATION HISTORY BEVERLEY S. PHILLIPS, MAI, SRA Testimony 2/6/03 Auslander v State of Colorado Jefferson County, CO District Court Division 4 Deposition 5/30/03 GV Properties, Inc. v State of Colorado — 01 CV3018, Arapahoe County, CO Deposition 6/30/03 City of Fort Collins, CO v Sedlak — 02-C V 46 Immediate Possession Hearing 7/14/05 Molloy & Riley v State of Colorado Jefferson County, District Court Division 9 — 2005CV 1669 Divorce 10/31/05 Cooley v Cooley Douglas County, District Court Division 4 — 04 DR 946 Deposition 10/6/06 Sivy v. KL Realty, Karen Libin and Leah Brenner— 2005CV499 Deposition 9/28/07 Parker Fire Protection District v Estancia— 2006CV5264 Testimony 1/23-24/08 Parker Fire Protection District v Estancia — 2006CV5264 Deposition 5/29/09 City of Fort Collins v Mark J. & Mary Whitley Brophy — 08CV 1067 Testimony 8/19/09 City of Fort Collins v Mark J. & Mary Whitley Brophy — 08CV 1067 Deposition & Trial 9/2 & 12/10 CDOT v SSFJV — 2009CV 1277 Deposition 6/3/11 — Public Service Company of Colorado v Sunny Slope Landings, LLC — 2010 CV 308 Deposition 4/2/12 — Steadfast Insurance Company v Terracon Consultants — 2008CV5270 Testimony 7/10/10 - James & Carolyn Kelley v Jefferson County Assessor — BAA hearing Qualifications of the Appraiser NAME: Harold S. McCloud EDUCATION: Bachelor of Arts, Metropolitan State College May, 1991, Major: History: Minor: Real Estate - Various Classes & Continuing Education Seminars APPRAISAL ASSOCIATIONS: MAI (Member, Appraisal Institute), Certificate No. 9758, December 1992 Colorado Chapter President 2006 Region 2 - Regional Representative -Various Years Colorado Chapter Directorl993-2002 Candidates Guidance Chart 1993-2000 MEMBER OF: President, Parker Properties I (Closed), Canterberry I & If Metropolitan Districts, 1990-Present President-Canterberry Crossing (1,700 homes) 1993-2000 Council -member -Town of Parker 1994-1996 Member: DRCOG, CML & E-470 Authority 1994-1996 Member: National Golf Foundation - 1996-Present STAFF INSTRUCTOR: Arapahoe Community College and Emily Griffith Opportunity School - 1993-1999 APPAISAL INSTITUTE INSTRUCTOR: Course -Appraisal Principles Course -Appraisal Procedures Course -Sales Comparison Approach Course -Site Valuation & Cost Approach Course -Income Comparison Approach Part I Course -Income Comparison Approach Part 11 Course -Market Analysis & Highest and Best Use Course -Advanced Market Analysis & Highest and Best Use Course -Advanced Concepts & Case Studies Course -Two Day Curriculum Various one -day seminars • Subdivision Valuation • Office Building valuation • Forecasting Revenue McCloud & Associates Page 1 LICENSES: Certified General Appraiser in Colorado - #CGO1313633 Colorado Real Estate Broker - #ER01100755 Class B Contractors License (inactive) Certified — Master Scuba Diver SPATE OF COLORADO Depatl c.t of Regulatory Agencies Division of Real Estate :.ctivo Chit Gen APPlaiser V HIN IFn ON SEGUH[ nq(•EF 3136n 12 fN l I Jlssuc Datva DE.y L-2 t 1�.LD:WM TH MCCLOUD CO 11151 a.ep.,m .Vnunnn.w. � Llcn..w Hw9namw BUSINESS AFFILIATIONS: McCloud & Associates 18690 East Plaza Drive, Suite #109 Parker, Colorado 80134 Telephone: 720-747-4710 Fax: 303-996-3088 E-Mail: hdmccloud(@comcast.net APPRAISAL EXPERIENCE: Land: Commercial pads, residential, multi -family, industrial and commercial parcels, residential & commercial subdivisions from 100 to 3,600 acres Adams County: Land area 100 acres to 640+ acres (Subdivisions: Buckley Ranch, Fallbrook Farms and Turnberry) Arapahoe County: Land area 100 acres to 800+ acres (Subdivisions: Estancia and Southshore) Broomfield County: Land area 30 acres to 2,000+ acres (Subdivisions: Wildgrass and Vista Ridge) Douglas County: Land area 100 acres to 3,600+ acres (Subdivisions: Hunting Hills, Stroh Ranch, Canterberry Crossing, Pine Bluffs, Idyllwilde, Dawson Ridge, Hidden Valley, Plum Creek, Bell Mountain Ranch, Perry Park, Sageport, Puma Ridge and Castle Pines) McCloud & Associates Page 2 .Jefferson County: Land area 100 acres to 500+ acres Elbert County: Land area '/4 Section to 2,500+ acres (Subdivisions: Bandera, Spring Valley Ranch & Deer Creek Ranch) Weld County: Land area 50 to 320+ acres Apartments: Low, Medium & High-rise buildings, projects & condominiums from 6 to 800 units Industrial: Single & Multi -tenant buildings from 1,000 to 1,300,000 square feet Office: Low, Medium & High-rise buildings & projects, condominiums from 2,000 to 500,000 square feet Class C to AA Retail: Single & Multi -tenant buildings, Stand-alone, Small Strip Center to Super Regional Mall Special Purpose: Aggregate production, airplane hangars/terminals, bowling alleys, casinos, car washes, conference centers, congregate care facilities, day-care facilities, gentlemen's clubs, golf courses & driving ranges, hotels, ice arenas, mobile home parks, marina's, motels, mini -marts, quick-lubes, recreational properties, restaurants, theaters veterinary clinic/hospitals and water storage facilities. Furniture, Fixtures & Equipment and Business component valued and presented separately Golf Courses: Public, Daily Fee and Private Golf Courses, both existing and proposed in the State of Colorado include: Roaring Fork (Basalt) Cordillera (Edwards) Plum Creek (Castle Rock) Canterberry (Parker) Colorado C.C. (Castle Rock) Glenmoor C.C. (Cherry Hills) Meridian Golf Club (Englewood) Heather Ridge C.C. (Aurora) Inverness GC (Englewood) Sky Ridge (Gunnison) Single "Free (Edwards) Spring Valley Ranch (Elbert Cry) Camelback (Colorado Springs) Tall Grass (Neb) Arrowhead (Douglas County) Perry Park (Larkspur) Lone Tree C.C. (Lone Tree) Castle Pine C.C. (Castle Pines) Gleneagle C.C. (Colorado Springs) Ivanhoe Golf Course (Parker) McCloud & Associates Page 3 Interests: Fee simple, leasehold and leased fee interests. Condominium and partial ownership interests and right-of-way & facade easements. Historic designations, historic districts and national landmarks Major Assignments: Douglas County - Eminent Domain - various projects National Park Service — Grand Canyon National Park Yellowstone National Park Grand Teton National Park Mesa Verde National Park Lake Mead National Recreation Area Glen Canyon National Recreation Area HISTORY: Owner. McCloud & Associates and Unique Properties Valuation and Consulting. Principal Appraiser with MacTaggart and Mosier from 1990 to 1995; Associate Appraiser with Joseph Farber & Company, Inc. from 1986 to 1990. Two years with John Ratkovich, Century 21 as a commercial real estate salesman. From 1969 to 1984, Held various positions in construction from journeyman to management EXPERT WITNESS TESTIMONY • Adams County District Court • Arapahoe County District Court • Boulder County District Court • Denver District Court • Douglas County District Court • Elbert County District Court • Gilpin County District Court • Jefferson County District Court • Weld Countv District Court • Anoka County District Court, Minnesota • Cook County, Illinois • Santa Fe. New Mexico • Numerous tax appeals at County & State level • US Tax Court McCloud & Associates Page 4 TESTIMONY OF HAROLD McCLOUD April 2012: Testified before the Board of Assessment Appeals Re: Southshore Subdivision Case Name: RC Properties vs. Arapahoe County March 2012: Testified before the Board of Assessment Appeals Re: King Soopers Marketplace Case Name: King Soopers vs. Weld County August 201 1: Deposition concerning a total taking in Denver County Re: 2727 West 6`h Avenue Case Name: Pacific West Real Estate, LLC vs. CDOT June 201 1: Testified in Douglas County District Court Re: Jellystone Park Camp Resort Case Name: Fritz vs. Steyn May 2011: Testified in Jefferson County District Court Re: 2210 Blake St. units CI & C2 Case Name: Sauer vs. Nicks March 2010: Testified at Board of Assessment Appeals Re: 120`h & Huron Case Name: Avaya vs. Adams County January 2010: Deposition concerning appraisal malpractice Re: Marriage dissolution (2006) Case Name: Pfeifer vs. James Real Estate Services July 2009: Testified at Board of Assessment Appeals Re: Colorado Horse Park Case Name: Colorado Horse Park vs. Douglas County February 2009: Testified in Douglas County District Court Re: Town of Parker total taking Case Name: Connor vs. Town of Parker January 2009: Deposition concerning a partial taking in Douglas County Re: Parker Water partial taking for reservoir Case Name: Parker Water vs. North Canyons, LLLP December 2008: Deposition concerning a total taking in Parker Re: Town of Parker total taking Case Name: Connor vs. Town of Parker McCloud & Associates Page 1 James B. O'Neill, FNIGP, CPPO September 4, 2012 Page 2 RE: RFP 7424 Appraisal Services Located on the following pages are the detailed responses to the Scope of Work included in this RFP. I appreciate the opportunity to submit this proposal and look forward to a continued working relationship with the city and its employees. Respectfully submitted, VALUE CONSULTANTS, INC. Beverley S. Philli s, MAI, SRA Colorado Certified General Appraiser CG01313400 TESTIMONY OF HAROLD McCLOUD November 2008: Testified in Jefferson County District Court Re: McNierney private taking Case Name: McNierney vs. Brice October 2008: Testimony in Arbitration in Denver County Re: Belcara Subdivision- Business Dissolution Case Name: Roslyn Development vs. Osborn Co. September 2008: Deposition concerning a Subdivision in Denver County Re: Belcaro Subdivision- Business Dissolution Case Name: Roslyn Development vs. Osborn Co. May 2008: Deposition concerning a taking in Douglas County Re: Crystal Valley Metropolitan District taking Case Name: Andrews vs. Crystal Valley Metropolitan District April 2008: Testified in Douglas County District Court Re: Parker Water & Sanitation easement taking Case Name: Coyle/Perkins vs. Parker Water & Sanitation February 2008: Deposition concerning an easement in Douglas County Re: Parker Water & Sanitation easement taking Case Name: Coyle/Perkins vs. Parker Water & Sanitation January 2008: Testified in Arapahoe County District Court Re: Parker Fire Department total taking of Lot 37, Estancia Case Name: Harvey Alpert vs. Parker Fire Department November 2007: Testified in Anoka County District Court, Minnesota Re: Total taking of five airplane hangar Case Name: Crossroads Aviation vs. MAC October 2007: Deposition concerning an easement in Weld County Re: Sinclair Pipeline partial taking of an easement Case Name: Jukkala vs. Sinclair Pipeline September 2007: Deposition concerning land taking in Arapahoe County Re: Parker Fire Department total taking of Lot 37, Estancia Case Name: Harvey Alpert vs. Parker Fire Department September 2007: Deposition concerning land taking in Commerce City Re: Commerce City partial taking of 6,500 SF Case Name: Cornell vs. Commerce City McCloud & Associates Page 2 TESTIMONY OF HAROLD McCLOUD July 2007: Testified in Weld County District Court, Colorado Re: Sinclair Pipeline partial taking/Review Appraiser Case Name: Larson/Sandberg vs. Sinclair Pipeline April 2007: Testified in Adams County District Court, Colorado Re: City of Brighton partial taking of 35,634 SF Case Name: Pal izzi vs. City of Brighton February 2007: Deposition concerning land taking in Brighton Re: City of Brighton partial taking of 35,634 SF Case Name: Palizzi vs. City of Brighton November 2006: Testified in Arapahoe County District Court, Colorado Re: IP Hearing for a total taking of Lot 37 Case Name: Estancia 80, LLC vs. Parker Fire District September 2005: Testified in Douglas County District Court, Colorado Re: Auto body repair building- Marriage Dissolution Case Name: Fugier vs. Fugier June 2005: Testified in Jefferson County District Court, Colorado Re: Burton Property — 0.5-acre easement Case Name: Blackhawk/Central City Sewer District Taking Case November 2004: Testified in Douglas District Court, Colorado Re: Johnson Property — 35.0-acre full taking Case Name: Parker Water & Sanitation Taking Case September 2004: Testified in Arbitration Concerning construction defects Re: 29270 Rodin Circle, Evergreen Colorado Case Name: Teter Construction vs. Appelhans July 2004: Testified in Jefferson County District Court, Colorado Concerning vacant gaming land in Black Hawk Re: CDOT— 1.010-acre taking Case Name: CDOT vs. Brown May 2004: Deposition concerning gaming land in Black Hawk Re: CDOT — 1.010-acre taking Case Name: CDOT vs. Brown McCloud & Associates Page 3 TESTIMONY OF HAROLD McCLOUD March 2004: Testified in Elbert District Court, Colorado Re: Comanche Vet Hospital — Dissolution Case Name: Smith vs. Smith January 2004: Testified in Gilpin District Court, Colorado Re: Anderson Property - 2-acres Private Condemnation Case Name: Watchdog Subdivision vs. Anderson September 2003: Testified in Douglas District Court, Colorado Re: Hickey Property - 5-acres partitioning Case Name: Kime vs. Hickey August 2003: Deposition concerning reuse reservoir near Town of Parker Re: Western Water Property - 35-acres taking Case Name: Parker Water & Sanitation Taking Case June 2003: Testified in Douglas District Court, Colorado Re: Mandel Property— 10.62-acre partial taking Case Name: Parker Water & Sanitation Taking Case June 2003: Taped testified for Douglas District Court, Colorado Re: Hickey Property - 5-acres partitioning Case Name: Kime vs. Hickey March 2003: Deposition concerning reuse reservoir near Town of Parker Re: Johnson Property - 35-acres taking Case Name: Parker Water & Sanitation Taking Case June 2002: Testified in Gilpen County District Court, Colorado Re: Hilton Hotel/Casino Case Name: First Place v. Windsor Woodmont May 2002: Testified in Douglas District Court, Colorado Re: Partial taking of 47 acres, Douglas County Case Name: Parker Water & Sanitation District v. Mahoney August 2000: Testified in Denver District Court, Colorado Re: 821 171h Street Case Name: Denver Urban Renewal Authority v. Dodge/Orlick May 2000: Testified in Arbitration hearings in Chicago & Denver Re: Grand Canyon Arizona Case Name: National Park Service v. AMFAC McCloud & Associates Page 4 1' J TESTIMONY OF HAROLD McCLOUD March, 1999: Testified in Denver District Court, Colorado Case Name: Shea v. Shea Re: 2 parcels, 35 acres vacant, 47 acres improved, Douglas County August 1998: Testified in Santa Fe, New Mexico Re: 2400 Curtis Street Appraisal Case Name: Tepper v. Tepper March 1997: Testified in Douglas County District Court, Colorado Re: Ivanhoe Golf Court Appraisal Case Name: Ivanhoe Golf Course LLC v. Parker Water and Sanitation July 1997: Deposition in Douglas County, Colorado Re:35 Acres of Land Case Name: Crowfoot Valley Road Fall, 1993: Deposition in City of Westminster Re: Westminster Office Building Case Name: City of Westminster Taking Case McCloud & Associates Page 5 PAGE 1 SCOPE OF WORK A. General Information Appraisers Phillips & McCloud are experienced with total takes, partial acquisitions, conservation easements, review appraisals prepared by other consultants, and litigation services. Appraiser Phillips has extensive experience with conservation easements (need to take 2-hour DORA class for current certification). Appraisers utilize the services of Kevin McCarty for water valuations and Robert Frahme, MAI, for mineral valuations. If billboard valuations are required, an expert in that field would be consulted (Gregg Near, MAI, SRA). B. Appraiser Requirements 1. Appraisers Phillips & McCloud have over 45 years of combined experience in appraising in conformance with the Uniform Act and/or appraising property interests under the requirements of the Colorado Department of Transportation (CDOT). 2. Appraisers Phillips & McCloud are both approved by CDOT and are listed as Qualified Appraisers or Review Appraisers. The appraisers have appraised properties in Region 1 (Aurora), Region 3 (Grand Junction), Region 4 (Greeley), and Region 6 (Denver). In 2012 Appraiser Phillips assisted CDOT (Jay Kramer) in offering a free 2 hour seminar to appraisers throughout the state regarding eminent domain and contracting with CDOT (including minority hiring). Appraisers Phillips & McCloud have completed eminent domain appraisals and provided expert witness testimony for CDOT and property owners. Appraiser Phillips has also served pro bono as an advisor to Region 6 in hiring staff appraisers. Appraiser McCloud is a certified national instructor for the Appraisal Institute (10 courses required for the MAI designation and various one -day seminars). In addition, he has extensive experience with the National Parks Service (70 properties) and bid estimating experience (licensed contractor). Both appraisers hold the MAI designation with the Appraisal Institute and have a Certified General Appraiser license in CO. Appraiser Phillips also holds the SRA designation with the Appraisal Institute. 3. Both appraisers have completed appraisals and provided expert witness testimony involving road projects based on local, state and federal practices and policies. As approved appraisers for CDOT with significant eminent domain experience, both appraisers have experience with CDOT/FHWA projects. PAGE 2 4. Both appraisers have experience with appraising property interests with the Federal Transit Authority projects. 5. As cited previously, Appraiser Phillips has significant experience with conservation easement appraisals from 1985 to 2008. Her appraisal reports have been accepted by agencies at all levels of government, most notably, the Internal Revenue Service (IRS). As Appraiser Phillips' client base was not interested in CO state tax credits, she has not taken the DORA 2-hour seminar required at this time. However, this issue will be corrected as soon as possible. A complex conservation easement appraisal is included with this RFP (completed before DORA requirement). If a conservation easement appraisal is required before Appraiser Phillips completes the required seminar, this team is happy to associate with an approved conservation easement appraiser. C. Instructions to Consultants 4a. & 4b Attached to this proposal is a complete history of Appraisers Phillips & McCloud and their respective companies. This proposal is being submitted in the name of Value Consultants, Inc. (EIN 84-1210125) and Appraiser Phillips includes Appraiser McCloud to provide a team that can serve the city's needs both competently and timely. The city is free to contact the appraisers individually, if so desired. 4c.References CDOT — Region I — Jay Kramer, MAI, 18500 East Colfax Avenue, Aurora, CO 80011 — 303-365-7401 — iay.lcramer@dot.state.us — Phillips & McCloud CDOT — Region 3 — Tim Woodmensee, 222 South 6 h Street, Suite 317, Grand Junction, CO 81501 — 970-683-6231 — tim.woodmensee(a),dot.state.us — Phillips CDOT — Region 4 — Bob Grube, 1420 2"d Street, Greeley, CO 80631 — Bob.Grube@dot.state.co.us — 970-350-2152 — Phillips & McCloud CDOT — Region 6 — Greg Jamison, Al Torrey or Nancy Terry — 2000 South Holly Street, Denver, CO 80222 - 303-757-9917 (Greg), 303- 757-9904 (Al), 303-757-9849 (Nancy) — greg.iamisonna,dot.state.co.us; allen.torreygn dot.state.co.us; nancy.freeman@dot.state.co.us — Phillips & McCloud Colorado State Parks — now Colorado Parks & Wildlife — Brian Ocepek — 303-866-3203 x 4353 — brian.ocepek@state.co.us state.co.us — Phillips PAGE Douglas County Department of Public Works — 100 Third Street, Castle Rock, CO 80104 — 303-688-9343 — dzender@douglas.co.us — Phillips & McCloud Douglas Widlund, Attorney — Butcher & Widlund, LLC, 7400 East Orchard Road, Suite 150-S, Greenwood Village, CO 80111 — Phillips & McCloud Duncan Ostrander Dingess, PC, attorneys — Robert Duncan and Don Ostrander, 3600 South Yosemite Street, #500, Denver, CO 80237- 1829 — 303-779-0200 — rduncangdodpc.com; dostranderna,dodpc.com — McCloud M. Patrick Wilson, Attorney — Murray Dahl Kuechenmeister & Renaud, LLP, 1530 16`h Street, #200, Denver, CO 80202 — 303-493- 6680 — pwilson@mdkrlaw.com - McCloud Corey Hoffinan, Attorney — Hayes, Phillips, Hoffmann & Carberry, PC — 1530 161h Street, #200, Denver, CO 80202-1468 — 303-825- 6444 — choffmann@hphclaw.com - McCloud Appraisal and review appraisal services plus litigation support services (including expert witness testimony) were provided on an "as needed" basis over the past 20 years. Services ranged from individual owner appraisals to entire projects (multiple properties). 4d & 4e Please refer to the Qualifications of Appraisers Phillips & McCloud including litigation history. 4f Appraisers Phillips & McCloud avail themselves of research and administrative assistance as required (Debra McCloud & Lynn White). 4g & 4h Each appraisal assignment is quoted on an individual basis. The time for completion is based upon the client's needs and varies with each appraisal assignment. Fees are based upon the complexity of the appraisal assignment. Typically, the fee for Total Take appraisals ranges from $3,000 to $6,000 with most falling within the $3,000 to $5,000 range while the fee for Partial Take appraisals ranges from $6,000 to $20,000 with most falling within the $6,000 to $10,000 range. If more than one property is appraiser in the same location or project, the fees are adjusted to account for economies. We do not use a cost breakout when quoting appraisal and appraisal review fees. 4i Included in this proposal package is a copy of a partial take appraisal with damages that was used in successful litigation on behalf of the client. Also included is a conservation easement appraisal report that was reviewed and accepted by GOCO and IRS before the DORA seminar requirement. The PAGE city has Appraiser Phillips's appraisal report on the Brophy property (Shields/Harmony) that was used in successful litigation on behalf of Fort Collins. Please consult with Helen Matson regarding this case. 5. Attached to this proposal is Page 7 of 30 of the RFP which is the Proposal Cost Sheet. Hourly Rates: Appraisers Phillips & McCloud - $150 Debra McCloud $75 Litigation Services Appraisers Phillips & McCloud $250 D. PROPOSAL COST SHEET Supply the hourly rates for the following: 1. Hourly personnel rates for project team members: j� _ C-� - a. b, C. J e. f. 9• 2. Appraisal services hourly rate of pay — One specific rate of pay for the performance of all appraisal services except litigation services: 3. Litigation services hourly rate of pay — One specific rate of pay for the performance of all litigation services: 4. Breakout of reimbursable costs: (these are included in rates 2. & 3. a. 071 CIO RFP 7424 Appraisal Services Page 7 of 30 PROFESSIONAL PROFILE BEVERLEY S. PHILLIPS, MAI, SRA Ms. Phillips has 35 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 1 B 1 — Capitalization Theory and Techniques Course 1 B2 —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 1 B3 — Capitalization Theory and Techniques Course I A I — Real Estate Appraisal Principles Course IA2 — 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