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Home My WebLink AboutRESPONSE - RFP - 8605 APPRAISAL SERVICES (3)VALUATION & ADVISORY SERVICES Proposal and Contract for Services CBRE, Inc. 2850 McClelland Drive, Suite 3500 Fort Collins, CO 80525 www.cbre.us/valuation March 22, 2018 Jon Vaughan, MAI, SR/WA Director Gerry S. Paul Purchasing Director CITY OF FORT COLLINS 215 North Mason Street, Second Floor Fort Collins, CO 80524 Phone: 970.221.6775 Email: Purchasing@fcgov.com RE: RFP 8605 – Appraisal Services Fort Collins, Colorado Dear Mr. Paul: I am pleased to submit this proposal on behalf of the Fort Collins office of CBRE, Inc. PROPOSAL SPECIFICATIONS Purpose: Real Property Appraisal Services Intended User: The intended user is CITY OF FORT COLLINS, and such other parties and entities (if any) expressly recognized by CBRE as “Intended Users” (as further defined herein). Appraiser: Jon Vaughan, MAI, SR/WA, qualifications outlined on following page Scope of Services: Jon has 15 years of experience appraising real property in the Fort Collins area and is on the Colorado Department of Transportation Qualified Appraiser List. This experience includes: 1. Appraisal of entire parcels for acquisition and disposition purposes 2. Appraisal for partial acquisitions for roads, mass transit corridors, recreational trails, natural gas and water pipelines, as well as electric transmission lines 3. Appraisal for encumbrance with a conservation easement Appraisal Standards: Uniform Standards of Professional Appraisal Practice Uniform Relocation Act Uniform Appraisal Standards for Federal Land Acquisitions Effective Term: Proposal shall remain valid for a period of not less than 90 days CITY OF FORT COLLINS Assignment Agreement Page 2 of 6 March 22, 2018 www.cbre.us/valuation VALUATION & ADVISORY SERVICES Fees: $150 per hour for appraisal work and $250 per hour for expert testimony. Typical Fee Schedule: Simple total-take appraisals $4,500 (30 hours) Complex partial-take appraisals $6,750 (45 hours) Occasionally, specialists may also be necessary for analysis of trees, signage, and substantial site improvements. Fees for specialty contractors are typically between $400 and $1,000, which would be added to the appraisal fee. Qualifications: Jon Vaughan Education Appraisal Institute Courses General Education: Basic and advanced courses required for the MAI designation, including topics such as Highest & Best Use, Market Analysis, Income Capitalization, Sales Comparison and Cost Approaches, as well as Business Practices and Ethics Specialized Education: Valuation of Conservation Easements, Quantitative Analysis, and Uniform Appraisal Standards for Professional Land Acquisitions Numerous seminars on topics including subdivision analysis, appraisal review, water rights, and energy efficiency International Right of Way Association Courses General: Principles of Land Acquisition, Ethics and the Right of Way Profession Negotiations: Principles, Bargaining Negotiations, and Conflict Management Appraisal: Principles, Easement Valuation, Appraisal Review, and Valuation of Environmentally Contaminated Real Estate Environmental: Understanding Environmental Contamination in Real Estate Property Management: Property Management - Leasing Real Estate Law: Principles, Legal Aspects of Easements, Eminent Domain Law Basics Engineering: Engineering Plan Development and Application, Property Descriptions American Society of Farm Managers and Rural Appraisers Courses Appraising Conservation Easements and Case Studies Colorado Division of Real Estate Conservation Easement Appraiser Update Course – 2017 Memberships and Designations Appraisal Institute: Designated Member (MAI) 2012 to 2014 Candidate Guidance Committee Co-Chair 2013 to 2014 Colorado Chapter Board of Directors 2015 Colorado Chapter Secretary/Treasurer 2016 Colorado Chapter Vice President CITY OF FORT COLLINS Assignment Agreement Page 3 of 6 March 22, 2018 www.cbre.us/valuation VALUATION & ADVISORY SERVICES 2017 Colorado Chapter President International Right of Way Association: Senior Right of Way Professional (SR/WA) 2014 to Present IR/WA Instructor 2015 to 2018 Colorado Chapter Education Chair Certified General Real Estate Appraiser: State of Colorado, #CG100000631 Professional Experience CBRE, Inc.: Director, March 2018 to present Foster Valuation Company: Appraiser, May 2003 to March 2018 Colorado State University: Instructor - Real Estate Appraisal, 2014 to present Qualified in District Court as an Expert Valuation Witness Expert Testimony: Melody L. Rich v. Ball Ranch Partnership, Weld County District Court, Case Number 2013-CV-30352. This case involved a valuation dispute between members of the Ball Ranch Partnership related to the price at which one partner would buyout another. Several of the partners consistently voted to keep the price below the market value of the property. Testimony was given on behalf of Melody L. Rich on May 2, 2017 at trial before a jury. The jury ruled in favor of Melody L. Rich. References: Helen Matson, Real Estate Manager, City of Fort Collins 970-221-6276 300 Laporte Avenue, Building B, Fort Collins, CO 80522 Performed appraisals for partial and total acquisitions over several years Tiffane Johnson, Acquisition Agent, Weld County 970-304-6496 x 3766 1111 H Street, Greeley, CO 80631 Performed appraisals for partial acquisitions for road right of way for Weld County Road 49 for the duration of the project Phil Mazur, SR/WA, Principal, Western States Land Services 970-667-7602 505 Denver Avenue, Loveland, CO 80537 Performed appraisals for partial acquisitions over several years Nancy Bullock, Appraisal Reviewer, CDOT 970-350-2260 10601 West 10th Street, Greeley, CO 80634 Performed appraisals for partial acquisitions for road right of way for several projects over many years CITY OF FORT COLLINS Assignment Agreement Page 4 of 6 March 22, 2018 www.cbre.us/valuation VALUATION & ADVISORY SERVICES Payment Terms: Final payment is due upon delivery of the final report or within thirty (30) days of your receipt of the draft report, whichever is sooner. The fee is considered earned upon delivery of the draft report. Delivery Timing: Turnaround varies substantially depending on the scope of the project. Individual property appraisals can typically be completed within 30-60 days. Projects with more than 10 parcels could require up to 90 days for completion. Delivery Instructions: CBRE encourages our clients to join in our environmental sustainability efforts by accepting an electronic copy of the report. An Adobe PDF file via email will be delivered to appropriate parties for each assignment. The client has requested 1 bound final copy of each report as well. CITY OF FORT COLLINS Assignment Agreement Page 5 of 6 March 22, 2018 www.cbre.us/valuation VALUATION & ADVISORY SERVICES We appreciate this opportunity to be of service to you. If you have additional questions, please contact us. Sincerely, CBRE, Inc. Valuation & Advisory Services Jon Vaughan, MAI, SR/WA Director As Agent for CBRE, Inc. CO Certification CG#100000631 T 970 223 4378 Jon.Vaughan@cbre.com CITY OF FORT COLLINS Assignment Agreement Page 6 of 6 March 22, 2018 www.cbre.us/valuation VALUATION & ADVISORY SERVICES AGREED AND ACCEPTED FOR CITY OF FORT COLLINS (“CLIENT”): Signature Date Name Title Phone Number E-Mail Address ADDITIONAL OPTIONAL SERVICES Assessment & Consulting Services: CBRE’s Assessment & Consulting Services group has the capability of providing a wide array of solution-oriented due diligence services in the form of property condition and environmental site assessment reports and other necessary due diligence services (seismic risk analysis, zoning compliance services, construction risk management, annual inspections, etc.). CBRE provides our clients the full complement of due diligence services with over 260 employees in the U.S. that are local subject matter experts. Initial below if you desire CBRE to contact you to discuss a proposal for any part or the full complement of consulting services, or you may reach out to us at WhitePlainsProposals@cbre.com. We will route your request to the appropriate manager. For more information, please visit www.cbre.com/assessment. ________ Initial Here RFP 8605 Appraisal Services Page 6 of 40 E. PROPOSAL COST SHEET Supply the hourly rates for the following: 1. Hourly personnel rates for project team members: a. b. c. d. e. f. g. 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. Above). a. b. c. d. RFP 8605 Appraisal Services Page 8 of 40 G. VENDOR STATEMENT Vendor hereby acknowledges receipt of the City of Fort Collins Request for Proposal and acknowledges that it has read and agrees to be fully bound by all of the terms, conditions and other provisions set forth in the RFP. Additionally, Vendor hereby makes the following representations to City: a. All of the statements and representations made in this proposal are true to the best of the Vendor’s knowledge and belief. b. Vendor commits that it is able to meet the terms provided in this proposal. c. This proposal is a firm and binding offer, for a period of 90 days from the date hereof. d. Vendor further agrees that the method of award is acceptable. e. Vendor also agrees to complete the proposed Agreement with the City of Fort Collins within 30 days of notice of award. f. If contract is not completed and signed within 30 days, City reserves the right to cancel and award to the next highest rated firm. g. Vendor acknowledge receipt of addenda. Firm Name: Physical Address: Remit to Address: Phone: Authorized Agent of Firm Name: Signature of Authorized Agent: Primary Contact for Project: Title: Email Address: Phone: Cell Phone: NOTE: VENDOR STATEMENT IS TO BE SIGNED & RETURNED WITH YOUR PROPOSAL.