HomeMy WebLinkAboutRESPONSE - RFP - 8605 APPRAISAL SERVICES (4)March 23, 2018
Helen Matson
Beth Diven
City of Fort Collins Purchasing
Financial Services, Purchasing Division
215 N. Mason St. 2nd Floor
Fort Collins, CO 80522
Dear Ms. Matson and Ms. Diven,
I’m writing to respond to your RFP 8605 Appraisal Services.
This is a revised version of my 3-23 response to include acknowledge receipt of Addenda 2
with a revised bid opening date of April 11, 2018. My proposal will be valid for 90 days past
April 11, 2018.
I’ve included the Proposal Cost Sheet and signed Vendor Statement in this proposal, last two
pages.
My company, East West Econometrics LLC, is a Colorado Company that performs appraisals
on all property types, but only in the narrative report format. We have four Colorado
Certified General Appraisers and three research associates. My company is a designated SBA
Small Business.
I am the only respondent from my company that is responding to the RFP at this time. I have
two other competent Eminent Domain appraisers in my company, one MAI, and one full
time eminent domain appraiser, but my qualifications best meet the stated criteria in the
RFP.
My personal practice consists 90% of Eminent Domain, non-Eminent Domain Agency
Acquisitions, damages/ethics violations litigation cases, and appraisal review. I’ve
performed appraisals for CDOT since 2003 and have been on their approved appraisal list
since then. I’ve also completed a number of Conservation Easement appraisals in Colorado,
none recently, but I’m enrolled in the latest CE update class later this spring.
I’ve included a detailed resume/CV in this document as part of my submittal, followed by
my current agency references. My appraisal education experience and litigation experience
are both detail in my resume/CV.
In the scope of work section on page 3, Item A; I am experienced and competent to perform
all of the 6 potential services listed. In Item B, I meet all of the requirements except #5.
Although I’m familiar with the requirements of the Federal Transit Authority including
Circulars 5010.10 and 4220.1F, I’ve not done an appraisal where FTA was the client or
intended user of the appraisal. I do not have any information to address item D.4.d. on page
5.
My resume/CV has a complete list of the States and Counties as well as Federal jurisdictions
that I have qualified in as an expert witness. My most recent cost breakout, a five parcel
CDOT project ranged from $2,800-$3,700 for partial take eminent domain appraisals. My
most recent total take eminent domain fee was $3,700. All things being equal, a total take
appraisal fee is less than a partial take fee on the same property.
Estimated to complete appraisals depends on the scope of work, number of appraisals
involved, and the complexity of the assignment. Typical times are 3-6 weeks from purchase
order dependent on those factors.
I’ve sent in a separate e-mail a sample of a complex partial take assignment performed for
CDOT in 2017, due to potential attachment size considerations.
Please contact me with any questions on this proposal. I appreciate the opportunity to
submit this proposal.
Sincerely,
James M. Bittel
Colorado Certified General Appraiser #CG0.01315404
Expires 12-31-2019
719-687-6533
jamesbittel@ewcolo.com
RELATED PROFESSIONAL EXPERIENCE
Firm: East West Econometrics LLC
Managing Partner
PO Box 127
Louviers, CO 80131
March 2013 to present
Firm Wildrose Appraisal, Inc.
President
PO Box 383
Divide, Co. 81211
September 1993 to present
Firm: Rocky Mountain Valuation Specialists, LLC
Director
PO Box 848
Salida, Co. 81201
June 1999 to January 2007
Firm: Valuation Research Corporation
Title: Vice President-Appraisal Branch Operations
9590 W. 14th
Lakewood, Co. 80215
December 1991 to September 1993
Firm: Promark Realty, et. al.
Title: Partner
743 Horizon Court
Grand Junction, Co.
March 1986 to December 1991
Firm: Farm Credit Services
Title: Vice President-Special Assets Group-Appraiser #443
743 Horizon Court, Suite 100
Grand Junction, Co. 81506
May 1979 to March 1986
EXPERTISE
Appraisal of existing and proposed residential, commercial and
farm/ranch properties in El Paso, Teller, Douglas, Elbert, Jefferson,
Custer, Fremont, Gunnison, Summit, Chaffee, Pueblo, Arapahoe,
Archeluta, La Plata, Denver, Ouray, Montrose, Prowers, Pitkin, Moffat,
Grand, Las Animas, Yuma, Broomfield, Washington, Adams, Larimer,
Boulder, Park, Weld, Delta, Lake, Routt, Alamosa, Costilla, Rio Grande,
Saguache, Mesa, Eagle, Garfield, and Clear Creek counties in Colorado.
Appraisal of farm/ranch, commercial, eminent domain cases, business
valuations, and complex residential properties.
Qualified as expert witness in El Paso and Teller County District Courts,
Fremont County District Court, Douglas County District Court, Denver
County District Court, Archuleta County District Court, Chaffee County
District Court, and Hillsborough County, Florida District Court.
Previously qualified in US Bankruptcy Court in the District of Kansas.
Qualified as expert witness in US Bankruptcy Court in the District of
Colorado.
PROFESSIONAL LICENSE
Colorado Certified General Appraiser #CGO1315404
Certified through December 31, 2019
Colorado R. E. Employing Broker License #IB01217665
Licensed through June 29, 2019
Arizona Certified General Appraiser #31839
Certified through April 30, 2013 (Inactive)
PROFESSIONAL EDUCATION
Kansas State University
B.S. Economics, May 1979
Real Estate Training Center
Broker Licensing Classes-1986-1992
University of Colorado
NCRE 200 & 208-55 class hours-July, 1991
Licensed Non-Federal Class combined with Standards and Ethics
University of Colorado
NCRE 210-40 class hours-September, 1991
Licensed Federal Appraiser
University of Colorado
NCRE 215 Certified Appraiser I
September 1992
University of Colorado
NCRE 222 Certified Appraiser II
October 1992
University of Colorado
NCRE 230-Certified Appraiser III
December 1992
American Society of Farm Managers and Rural Appraisers
A-29 Highest and Best Use
February 1994
University of Colorado
Subdivision Development
August 1994
American Society of Farm Managers and Rural Appraisers
Purdue University
A-20-Principles of Rural Appraisal
August 13-19, 1995
American Society of Farm Managers and Rural Appraisers
Denver, Colorado
A-30-Principles of Rural Appraisal-Audit
June 17-22, 1996
University of Colorado
NCRE 208
Uniform Standards of Professional Appraisal Practice
October 10-11, 1997
American Society of Farm Managers and Rural Appraisers
Denver, Colorado
A-15-Appraisal Report Writing
January 26-28, 1998
American Society of Farm Managers and Rural Appraisers
Denver, Colorado
A-25-Eminent Domain
January 29-31, 1998
American Society of Farm Managers and Rural Appraisers/Appraisal
Foundation
Omaha, Nebraska
National Uniform Standards of Professional Practice A-12.
Part II
April 28-29, 1999
Appraisal Institute
Salt Lake City, Utah
Uniform Standards of Professional Practice/Ethics
April 19-20, 2001
International Right of Way Association
Easement Valuation
Durango, Colorado
September 26, 2002
McKissock Data Systems
Denver, Colorado
Uniform Standards of Professional Practice/Ethics
December 10, 2002
Appraisal Institute
Denver, Colorado
National USPAP Update Class
Fall, 2004
VANED Van Education Center
Denver, Colorado
National USPAP Update Class
May 20, 2007
Appraisal Institute/ASA
Sacramento, Colorado
Valuation of Conservation Easements
February 25-29, 2008
Appraisal Institute/IRS
Denver, CO
Federal Tax Valuations
July 23, 2009
VANED Van Education Center
Denver, Colorado
2008-2009 National USPAP Update Class
December 23, 2009
7 Hour USPAP 2010-2011 Update
Stephen Snyder AQB Instructor
363 S. Harlan Street
April 9, 2010
7 Hour USPAP 2010-2011 Update
Stephen Snyder AQB Instructor
Daniels Gate Recreation Center
April 22, 2011
Supervising Beginning Appraisers
Arizona School of Real Estate and Business
Certified by Arizona Board of Appraisal
August 26, 2011
7 Hour USPAP 2012-2013 Update
Stephen Snyder AQB Instructor
Daniels Gate Recreation Center
April 21, 2012
7 Hour USPAP 2012-2013 Update
Stephen Snyder AQB Instructor
Daniels Gate Recreation Center
April 21, 2013
Conservation Easement Appraiser Update Course
DORA-State of Colorado
November 8, 2012
7 Hour USPAP 2014-2015 Update
Stephen Snyder AQB Instructor
Daniels Gate Recreation Center
January 18, 2014
DORA Conservation Easement Update Course
Lee Ormiston Instructor
Center for Professional Education
June 12, 2014
Appraisal of Land Subject to Ground Leases
McKissock
December 6, 2014
Appraisal of Fast Food Facilities
McKissock
December 14, 2014
Code of Ethics
The Real Estate School-Doug Barber
September 29, 2014
DORA Conservation Easement Update Course
DORA Staff, Mark Weston & Lee Ormiston, Instructors
Colorado Coalition of Land Trusts
March 17, 2015
7 Hour USPAP 2016-2017 Update
Stephen Snyder AQB Instructor
Daniels Gate Recreation Center
October 28, 2016
Uniform Appraisal Standards for Federal Land Acquisitions,
Albuquerque, NM
Instructor, John Underwood, Appraisal Institute
July 27-28, 2017
PROFESSIONAL SEMINARS:
University of Colorado
NCRE 232-Electronic Appraising
June 1994
Teller Title Company-Jim Felt Water Attorney
Water Rights and Real Estate Transactions
July, 1994
American Society of Farm Managers and Rural Appraisers
Oil & Gas Royalty Income Valuation
September 21, 1995
American Society of Farm Managers and Rural Appraisers
Rotational Grazing Techniques
September 21, 1995
American Society of Farm Managers and Rural Appraisers
Geographic Information Systems
September 21, 1995
Colorado Real Estate Commission
Mandatory 8 Hour Update Class
November 21, 1996, November, 1998
Appraisal Institute
FHA Residential Appraisal Seminar
August 10, 1999
Realtors Land Institute
Revised Colorado Sales Contracts
August 12, 1999
CLE International
Eminent Domain
August 19-20, 1999
Realtors Land Institute
1031 Tax Deferred Exchange
January 13, 2000
American Society of Farm Managers and Rural Appraisers
Water Rights Seminar
February 17, 2000
Realtors Land Institute
Real Estate Counseling
May 4, 2000
Colorado Water Well Contractors Association
Wells-Are They a Dependable Source of Water
October 19, 2000
National Business Institute
Getting Successful Results in Colorado Eminent Domain Actions
May 29, 2002
CLE International
Eminent Domain Conference
August 12-13, 2002
Colorado Real Estate Commission
Real Estate Update Class
November 13, 2003
J. Albert Bauer, Esq.
Homeowners Associations
November 13, 2003
Appraisal Institute
Right of Way Acquisition Process for Federally Funded Projects
FHA and the Real Estate Market
Appraisers in the Ring
August 6, 2004
Colorado Real Estate Commission
Real Estate Update Class, October 27, 2004
J. Albert Bauer, Esq.
Top Ten Challenges of the New Sales Contract
October 27, 2004
Colorado Bar Association Continuing Legal Education
23rd Annual Real Estate Symposium
July 28-30, 2005
Law of Easements: Legal Issues and Practical Considerations
Lorman Education Services
November 16, 2005
Colorado Real Estate Commission
Real Estate Update Class
November 17, 2005
VANED Van Education Center
National Association of Realtors Ethics Update
December 30, 2005
Attorneys Title Guaranty Fund, Inc
Principles of Title Insurance
March 29, 2007
VANED Van Education Center
CREC Real Estate Update Class
May 19, 2007
Colorado Bar Association Continuing Legal Education
25th Annual Real Estate Symposium
July 19-21, 2007
Colorado Bar Association Continuing Legal Education
27th Annual Real Estate Symposium
July 16-18, 2009
VANED Van Education Center
CREC Real Estate Update Class
July 29, 2009
CLE International
Eminent Domain Conference
August 27-28, 2009
The Real Estate School, LLC-Oliver Frascona
2009 CREC Real Estate Update Class
November 17, 2009
CLE International
Eminent Domain Conference
August 26-27, 2010
VANED Van Education Center
CREC Real Estate Update Class
December 29, 2010
VANED Van Education Center
CREC Real Estate Update Class
December 26, 2011
VANED Van Education Center
National Association of Realtors Ethics Update
December 30, 2011
CLE International
Eminent Domain Conference
August 2-3, 2012
VANED Van Education Center
CREC Real Estate Update Class
July 13, 2013
CLE International
Eminent Domain Conference, Denver, CO
August 5-6, 2013
Frascona, Joiner, Goodman, Greensteiin, P.C.
CREC Real Estate Update Class
February 4, 2014
Frascona, Joiner, Goodman, Greensteiin, P.C.
2014 Colorado Real Estate Commission Contracts Class
February 4, 2014
CLE International
Eminent Domain Conference
April 18-19, 2016
Pueblo Board of Realtors
CREC Real Estate Update Class
May 26, 2016
Vaned/Realtors of Central Colorado
CREC Annual Commission Update-2017
February 15, 2017
Vaned/Realtors of Central Colorado
Colorado Contracts and Form Review #6098
February 15, 2017
CLE International
Eminent Domain Conference
April 3-4, 2017
Appraisal Foundation/ASFMRA/ASA
Yellow Book Panel Discussion Federal Agencies
Appraising for Federal Land Acquisitions
June 20, 2017 Denver CO
Bisnow
The Future of Downtown Denver
Panel Discussions
September 12, 2017
Colorado Eminent Domain Practice
Colorado Bar Association CLE-Leslie A. Fields
November 16, 2017
Vaned/Realtors of Central Colorado
CREC Annual Commission Update-2017
February 23, 2018
PROFESSIONAL AFFILIATIONS:
Multiple Board of Realtors Memberships-Colorado
Member-International Right of Way Association
PARTIAL CLIENT LIST
Cushman Wakefield
First State Bank of Colorado
1st Bank of Colorado
Gunnison Bank & Trust
The Stretesky Foundation
Academy Banks
PGP acting for the FDIC
Duncan, Ostrander & Dingess, P.C.
Greg Powell, PC.
Colorado Department of Transportation Regions 1, 2, 5, & 6
Pitkin County Rural Transportation Authority
Farm Credit Services
City of Woodland Park, CO
City of Cripple Creek, CO
City of Canon City, CO
City of Colorado Springs, CO
Town of Buena Vista, CO
Town of Mt. Crested Butte, CO
Bank Midwest
The Crested Butte Bank
Colorado Mountain Bank
Colorado Natural Gas
Chaffee County, Colorado
Lake County, Colorado
Pueblo Bank & Trust
Community Banks of Colorado
Colorado East Bank
Bank of the West
Alpine Bank
Solera Bank
Collegiate Peaks Bank
Crested Butte Bank
Yampa Valley Bank
Universal Field Services
Specific References Available Upon Request.
SUMMARY OF EXPERT TESTIMONY
1) Woods v. Sturman Case No. 96-CV-47 Teller County District Court. Heard before District Court
Judge Mary Jane Looney, Teller and El Paso County Combined Courts, 1997, Eminent Domain
2) Joseph Lionelle, et al v. Melvin Vorwald Case No 94-CV-90 Chaffee County District Court.
Heard before Hon. William D. Neighbors, Judicial Arbiter Group, July, 1997, Eminent Domain
3) In re the Marriage of Anderson, Douglas County District Court, Case No. 95-DR-507, 1996,
Marriage Dissolution
4) Berger v. Hammer, Denver District Court, Case #97-CV-1204, August, 1997, Partnership
Dissolution
5) Miller V. Wilson, Teller and El Paso County District Court, Case # 96-CV-109, October, 1999,
Eminent Domain
6) In re the Marriage of Parsons, Fremont County District Court, Case #94-DR-497, July, 1999,
Marriage Dissolution
7) Department of Transportation v. Love in Action, El Paso County District Court, June 2004,
Case #03-CV-862, Eminent Domain
8) In re: the Marriage of Shurbet, El Paso County District Court, Judicial Arbitration Group, June
2009, Case #06-DR-110, Marriage Dissolution
9) Fosset Gulch Pipeline Company, LLC, v. Candlearia, Archuleta County District Court, June 29,
2009, Eminent Domain Immediate Possession Hearing
10) Harmon v. Harmon, Hillsborough County, Florida District Court, November 10, 2009, Case
#DR08-00113, Marriage Dissolution
11) Woody Creek Ventures, LLC v. Chaparral Aspen Homeowners Association, Inc., Pitkin County
District Court, January 26, 2010, Case #08-CV-117, Eminent Domain Deposition
12) Bank of the West v. Living Waters, Montrose County, CO District Court. January 5th
, 2012,
Case #2011 CV 218, Foreclosure Related Deposition
13) Academy Bank, N.A. v. Blue Heron Investment, LLC, et al., El Paso County, CO District Court.
June 20th
, 2012, Case #2011 CV 4275, Foreclosure Related Deposition
14) W.O.L.F., a Colorado non-profit corporation, Debtor, US Bankruptcy Court for the District of
Colorado. May-July, 2015, Case #14-23663 EEB, Chapter 11, Review Appraiser and Appraiser
for the Bankruptcy Estate.
15) Schaumburg Bank & Trust Company, N.A. as successor to The Bank of Commerce,
Plaintiffs, v. Little Red Ski Haus, LLC, et al., Defendants. Circuit Court of Cook County, Illinois,
Case #12 l 4588. Foreclosure: Forensic Review. Deposition August 2, 2016. Settled before
scheduled trial.
16) Gray v. Kaupun, Douglas County, CO District Court, Case #15CV30646 Division 3. December
14, 2016. Jury Trial.
EXPERT WITNESS FEE SCHEDULE
Preparation & Analysis
(Pre-Deposition or Pre-Trial) $150.00 per hour
Deposition Time
(including attendance and testimony) $250.00 per hour
Trial Time
(including attendance and testimony) $250.00 per hour
Travel Time (round trip) $125.00 per hour
Litigation related Appraisal Review $175.00 per hour
James M. Bittel Professional References for RFP8605:
Mark Pope, MAI
Appraisal Program Manager
Project Development - ROW Services
P 303.757.9335 | F 303.757.9868
4201 E Arkansas Ave, 4th Floor Denver, CO 80222
mark.pope@state.co.us
Services: Performed Eminent Domain appraisals and related litigation services
2003 -2017, although now Mr. Pope does not work for any of the CDOT regions, but rather administers
the overall CDOT appraisal project manager
Kellie Billingsley
Real Estate Specialist II
City of Colorado Springs/Real Estate Services
30 S. Nevada Ave. Suite 502
Colorado Springs, CO 80903
Direct Line: (719) 385-5611
kbillingsley@springsgov.com
Services: Performed Eminent Domain appraisals and non-eminent domain acquisition appraisals
2016 -2018
Nancy R. Hazlett
Region 2 ROW Appraiser/Review Appraiser
P719.546.5410
905 Erie Ave.
Pueblo, CO 81001
nancy.hazlett@state.co.us
Services: Performed Eminent Domain appraisals and non-eminent domain acquisition appraisals
2016 -2017. Ms. Hazlett was also a previous CDOT Region 2 Review Appraiser and I performed
eminent domain appraisals for her in her previous employment with CDOT
Darlene Kennedy
Manager, Real Estate Services
City of Colorado Springs,
30 South Nevada Avenue, Suite 502
Colorado Springs, CO 80903
(719) 385-5605 Office
dkennedy@springsgov.com
www.coloradosprings.gov
Services: Performed Eminent Domain appraisal and non-eminent domain acquisition appraisals 2016
-2018
Rik Egebrecht
Richard Egebrecht
Appraiser/Review Appraiser
CDOT, Region 5
3803 N. Main Ave., #300
Durango, CO 81301
Phone: 970-385-1432.
E-mail: richard.egebrecht@state.co.us
Roaring Fork Transportation Authority
Angela M. Kincade
Assistant Director, Project Management & Facilities Operations
0051 Service Center Drive, Aspen, Colorado 81611
970-384-4982