Professional Services Agreement with Martin and Park for Appraisal ServicesAGREEMENT
FOR
PROFESSIONAL SERVICES
THIS AGREEMENT FOR PROFESSIONAL SERVICES is made this 15th day of
June, 2012, and entered into by and between the City of Meridian, a municipal
corporation organized under the laws of the State of Idaho, hereinafter referred to as
"CITY", 33 East Broadway Avenue, Meridian, Idaho 83642, and Martin & Park, Inc,
hereinafter referred to as "CONSULTANT", whose business address is P.O. Box 198,
Boise, ID 83701.
INTRODUCTION
WHEREAS, the City has a need for real estate appraisal services; and,
WHEREAS, the Consultant is specially trained, experienced and
competent to perform and has agreed to provide such services.
NOW, THEREFORE, in consideration of the mutual promises, covenants,
terms and conditions hereinafter contained, the parties agree as follows:
TERMS AND CONDITIONS
1. Scope of Services:
1.1 CONSULTANT shall perform and furnish to the City upon execution
of this Agreement, all services, and comply in all respects, as specified in
the document titled "Scope of Services" a copy of which is attached hereto
as Attachment "A" and incorporated herein by this reference, together with
any amendments that may be agreed to in writing by the parties.
1.2 All documents, drawings and written work product prepared or
produced by the Consultant under this Agreement, including without
limitation electronic data files, are the property of the Consultant; provided,
however, the City shall have the right to reproduce, publish and use all
such work, or any part thereof, in any manner and for any purposes
whatsoever and to authorize others to do so. If any such work is
copyrightable, ri htable, the Consultant may copyright the same, except that, as to
any work which is copyrighted by the Consultant, the City reserves a
royalty -free, non-exclusive, and irrevocable license to reproduce, publish
and use such work, or any part thereof, and to authorize others to do so.
Appraisal Services page 1 of 10
1.3 The Consultant shall provide services and work under this
Agreement consistent with the requirements and standards established by
applicable federal, state and city laws, ordinances, regulations and
resolutions. The Consultant represents and warrants that it will perform
it's work in accordance with generally accepted industry standards and
practices for the profession or professions that are used in performance of
this Agreement and that are in effect at the time of performance of this
Agreement. Except for that representation and any representations made
or contained in any proposal submitted by the Consultant and any reports
or opinions prepared or issued as part of the work performed by the
Consultant under this Agreement, Consultant makes no other warranties,
either express or implied, as part of this Agreement.
1.4 Services and work provide by the consultant at the City's request
under this Agreement will be performed in a timely manner in accordance
with a Schedule of Work, which the parties hereto shall agree to. The
Schedule of Work may be revised from time to time upon mutual written
consent of the parties.
2. Consideration
2.1 The Consultant shall be compensated on a Lump
Sum basis as provided in Attachment B "Payment Schedule" attached
hereto and by reference made a part hereof.
2.2 The City will pay within 30 days of receipt of a correct invoice and
approval by the City. The City will not withhold any Federal or State
income taxes or Social Security Tax from any payment made by City to
Consultant under the terms and conditions of this Agreement. Payment of
all taxes and other assessments on such sums is the sole responsibility of
Consultant.
2.3 Except as expressly provided in this Agreement, Consultant shall
not be entitled to receive from the City any additional consideration,
compensation, salary, wages, or other type of remuneration for services
rendered under this Agreement., including , but not limited to, meals,
lodging, transportation, drawings, renderings or mockups. Specifically,
Consultant shall not be entitled by virtue of this Agreement to
consideration in the form of overtime, health insurance benefits, retirement
benefits, paid holidays or other paid leaves of absence of any type or kind
whatsoever.
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3. Time of Performance:
This agreement shall become effective upon execution by both parties,
and shall expire upon completion of the agreed upon services, September
30, 2012 or unless sooner terminated as provided below or unless some
other method or time of termination is listed in Attachment A. This
Agreement shall terminate automatically on the occurrence of (a)
bankruptcy or insolvency of either party, or (b) sale of Consultants
business.
4. Independent Contractor:
4.1 In all matters pertaining to this agreement, CONSULTANT shall be
acting as an independent contractor, and neither CONSULTANT nor any
officer, employee or agent of CONSULTANT will be deemed an employee
of CITY. Except as expressly provided in Attachment A, Consultant has no
authority or responsibility to exercise any rights or power vested in the
City. The selection and designation of the personnel of the CITY in the
performance of this agreement shall be made by the CITY.
4.2 Consultant shall determine the method, details and means of
performing the work and services to be provided by Consultant under this
Agreement. Consultant shall be responsible to City only for the
requirements and results specified in this Agreement and, except as
expressly provided in this Agreement, shall not be subjected to City's
control with respect to the physical action or activities of Consultant in
fulfillment of this Agreement.
5. Indemnification and Insurance:
CONSULTANT shall indemnify and save and hold harmless CITY from
and for any and all losses, claims, actions, judgments for damages, or
injury to persons or property and losses and expenses and other costs
including litigation costs and attorney's fees, arising out of, resulting from,
or in connection with the performance of this Agreement by the
CONSULTANT, its servants, agents, officers, employees, guests, and
business invitees, and not caused by or arising out of the tortuous conduct
of CITY or its employees. CONSULTANT shall maintain, and specifically
agrees that it will maintain, throughout the term of this Agreement, liability
insurance, in which the CITY shall be named an additional insured in the
minimum amounts as follows: Professional Liability / Professional errors
and omissions One Million Dollars ($1,000,000) aggregate. The limits of
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insurance shall not be deemed a limitation of the covenants to indemnify
and save and hold harmless CITY; and if CITY becomes liable for an
amount in excess of the insurance limits, herein provided, CONSULTANT
covenants and agrees to indemnify and save and hold harmless CITY
from and for all such losses, claims, actions, or judgments for damages or
injury to persons or property and other costs, including litigation costs and
attorneys' fees, arising out of, resulting from , or in connection with the
performance of this Agreement by the Consultant or Consultant's officers,
employs, agents, representatives or subcontractors and resulting in or
attributable to personal injury, death, or damage or destruction to tangible
or intangible property, including use of. CONSULTANT shall provide CITY
with a Certificate of Insurance, or other proof of insurance evidencing
CONSULTANT'S compliance with the requirements of this paragraph and
file such proof of insurance with the CITY at least ten (10) days prior to the
date Consultant begins performance of it's obligations under this
Agreement. In the event the insurance minimums are changed,
CONSULTANT shall immediately submit proof of compliance with the
changed limits. Evidence of all insurance shall be submitted to the City
Purchasing Agent with a copy to Meridian City Accounting, 33 East
Broadway Avenue, Meridian, Idaho 83642.
6. Notices: Any and all notices required to be given by either of the parties
hereto, unless otherwise stated in this agreement, shall be in writing and
be deemed communicated when mailed in the United States mail,
certified, return receipt requested, addressed as follows:
City of Meridian
Purchasing Agent
33 E. Broadway Avenue
Meridian, Idaho 83642
Martin & Park, Inc
Ross Park
P.O. Box 198
Boise, ID 83701
Ph. (208) 258-2200
Either party may change their address for the purpose of this paragraph
by giving written notice of such change to the other in the manner herein
provided.
7. Attorney Fees: Should any litigation be commenced between the parties
hereto concerning this Agreement, the prevailing party shall be entitled, in
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addition to any other relief as may be granted, to court costs and
reasonable attorneys' fees as determined by a Court of competent
jurisdiction. This provision shall be deemed to be a separate contract
between the parties and shall survive any default, termination or forfeiture
of this Agreement.
8. Time is of the Essence: The parties hereto acknowledge and agree that
time is strictly of the essence with respect to each and every term,
condition and provision hereof, and that the failure to timely perform any of
the obligations hereunder shall constitute a breach of, and a default under,
this Agreement by the party so failing to perform.
9. Assignment: It is expressly agreed and understood by the parties hereto,
that CONSULTANT shall not have the right to assign, transfer,
hypothecate or sell any of its rights under this Agreement except upon the
prior express written consent of CITY.
10. Discrimination Prohibited: In performing the Services required herein,
CONSULTANT shall not unlawfully discriminate in violation of any federal,
state or local law, rule or regulation against any person on the basis of
race, color, religion, sex, national origin or ancestry, age or disability.
11. Reports and Information:
11.1 At such times and in such forms as the CITY may require, there
shall be furnished to the CITY such statements, records, reports, data and
information as the CITY may request pertaining to matters covered by this
Agreement.
11.2 Consultant shall maintain all writings, documents and records
prepared or compiled in connection with the performance of this
Agreement for a minimum of four (4) years from the termination or
completion of this or Agreement. This includes any handwriting,
typewriting, printing, photo static, photographic and every other means of
recording upon any tangible thing, any form of communication or
representation including letters, words, pictures, sounds or symbols or any
combination thereof.
12. Audits and Inspections: At any time during normal business hours and
as often as the CITY may deem necessary, there shall be made available
to the CITY for examination all of CONSULTANT'S records with respect to
all matters covered by this Agreement. CONSULTANT shall permit the
CITY to audit, examine, and make excerpts or transcripts from such
records, and to make audits of all contracts, invoices, materials, payrolls,
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records of personnel, conditions of employment and other data relating to
all matters covered by this Agreement.
13. Publication, Reproduction and Use of Material: No material produced
in whole or in part under this Agreement shall be subject to copyright in
the United States or in any other country. The CITY shall have
unrestricted authority to publish, disclose and otherwise use, in whole or in
part, any reports, data or other materials prepared under this Agreement.
14. Compliance with Laws: In performing the scope of services required
hereunder, CONSULTANT shall comply with all applicable laws,
ordinances, and codes of Federal, State, and local governments.
15. Changes: The CITY may, from time to time, request changes in the
Scope of Services to be performed hereunder. Such changes, including
any increase or decrease in the amount of CONSULTANT'S
compensation, which are mutually agreed upon by and between the CITY
and CONSULTANT, shall be incorporated in written amendments to this
Agreement.
16. Termination: If, through any cause, CONSULTANT, its officers,
employees, or agents fails to fulfill in a timely and proper manner its
obligations under this Agreement, violates any of the covenants,
agreements, or stipulations of this Agreement, falsifies any record or
document required to be prepared under this agreement, engages in
fraud, dishonesty, or any other act of misconduct in the performance of
this contract, or if the City Council determines that termination of this
Agreement is in the best interest of CITY, the CITY shall thereupon have
the right to terminate this Agreement by giving written notice to
CONSULTANT of such termination and specifying the effective date
thereof at least fifteen (15) days before the effective date of such
termination. CONSULTANT may terminate this agreement at any time by
giving at least sixty (60) days notice to CITY.
In the event of any termination of this Agreement, all finished or unfinished
documents, data, and reports prepared by CONSULTANT under this
Agreement shall, at the option of the CITY, become its property, and
CONSULTANT shall be entitled to receive just and equitable
compensation for any work satisfactorily complete hereunder.
Notwithstanding the above, CONSULTANT shall not be relieved of liability
to the CITY for damages sustained by the CITY by virtue of any breach of
this Agreement by CONSULTANT, and the CITY may withhold any
payments to CONSULTANT for the purposes of set-off until such time as
the exact amount of damages due the CITY from CONSULTANT is
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determined. This provision shall survive the termination of this agreement
and shall not relieve CONSULTANT of its liability to the CITY for
damages.
17. Construction and Severability: If any part of this Agreement is held to
be invalid or unenforceable, such holding will not affect the validity or
enforceability of any other part of this Agreement so long as the remainder
of the Agreement is reasonably capable of completion.
18. Advice of Attorney: Each party warrants and represents that in
executing g this Agreement. It has received independent legal advice from
it's attorney's or the opportunity to seek such advice.
19. Entire Agreement: This Agreement contains the entire agreement of the
parties and supersedes any and all other agreements or understandings,
oral of written, whether previous to the execution hereof or
contemporaneous herewith.
20. Applicable Law: This Agreement shall be governed by and construed
and enforced in accordance with the laws of the State of Idaho, and the
ordinances of the City of Meridian.
21. Approval Required: This Agreement shall not become effective or
binding until approved by the City of Meridian.
END OF TEXT. SIGNATURES TO FOLLOW ON NEXT PAGE.
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CITY OF MERIDIAN
MARTIN & PARK, INC
BY:
BY: TAMMY6e VE RD, MAYOR er Martin, President
Attest:
CEECyOLMAN, CITY CLERK
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Of the TREhsV
Approved as to Content
BY:
KEITH WATTS, PURCHASING AGENT
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Dated: 5 Z
Approved as to Form
CITY ATTORNEY
DATE
Appraisal
Services page 8 of 10
Department pproval
BY:
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NAME: "S11*4Z Ai
TITLE: Pu��r � �e� v�«�
Dated: 71'4 liZ-
Attachment A
SCOPE OF SERVICES
See Attached Reponse To RFQ
Additional Information
We will perform our services in accordance with sound appraisal practice, USPAP, and the
Code of Professional Ethics of the Appraisal Institute. Those standards require us to
perform the appraisal with impartiality, objectivity, and independent judgment.
The appraisal reports will be prepared for the intended use by the City of Meridian. As a
public entity the City of Meridian will make the appraisal reports available as public
record. We are not responsible for use of the appraisal reports by anyone other than the
Client and for any use but the intended use listed in the RFQ.
Martin & Park, Inc. does not assure or guarantee any preconceived value to the Client or to
any other user of the appraisal.
Client agrees to pay Martin & Park, Inc. as compensation for the provided professional
appraisal services as specified in Attachment B. Client understands and agrees the
obligation to pay the fee is not conditioned on the opinions provided in the appraisal
reports.
All statements of fact in the appraisal which are used as the basis of the appraisers'
analyses, opinions, and conclusions will be true and correct to the best of the appraisers'
knowledge and belief. Martin & Park, Inc. shall have no responsibility for legal matters;
questions of survey; opinion of title; soil or subsoil conditions; engineering; technical
matters; or hazardous waste substances. Martin & Park, Inc. does not have expertise to
advise in any of the foregoing matters. Martin & Park, Inc. will disclose the existence of
any such issues should they become known to us prior to or during the course of our
analysis of the subject property.
In the event any provision of this agreement shall be determined to be void or
unenforceable by any court, then such determination shall not affect any other provision of
this agreement and all other provisions shall remain in full force and effect.
Martin & Park, Inc. shall not provide a copy of the appraisal reports, or disclose the results
of the appraisals prepared in accordance with this agreement, to any party other than
Client, unless Client authorizes, except as stipulated in the Confidentiality Section of the
Ethics Rule of USPAP.
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Attachment B
PAYMENT SCHEDULE
Total compensation for this agreement will be $8,000. The appraiser's obligations pursuant
to this agreement are complete when the appraisal reports are delivered to client. If the
client elects not to have appraisals completed following the delivery of the preliminary
value estimates the full fee will be due at that time. M&P agrees to be responsive to client's
legitimate inquiries regarding the contents of the reports after delivery.
The client may cancel our services prior to issuance of the preliminary value estimates by
written notice to MARTIN & PARK, INC. In such event, the client will be billed for all time
and expenses incurred up to cancellation at our hourly rate of $125.00, not to exceed the
agreed upon fee for the complete appraisals.
If the client or anyone requires MARTIN & PARK, INC. (or its employees or agents) to prepare
for, testify, or be in attendance at any court or administrative law proceeding relating to
this appraisal, or attend conferences relating thereto, the client agrees to pay MARTIN AND
PARK, INC. for any such efforts in full in advance at our then current standard hourly rate
for such services. Our current hourly rate is $250.00 per hour.
Appraisal Services page 10 of 10
E IDIAN;--
PURCHASING
DEPARTMENT
33 East Broadway Avenue,
Meridian, ID 83642
Phone: (208) 888-4433
Fax: (208) 887-4813
REQUEST FOR QUALIFICATIONS
PROJECT NO. PKS-12-10361
FOR:
COMMERCIAL REAL ESTATE APPRAISAL SERVICES--
APPRAISAL REPORTS PREPARED IN ACCORDANCE WITH
UNIFORM FEDERAL APPRAISAL STANDARDS ON FOUR
PARCELS FOR LWCF CONVERSION LAND EXCHANGE AT
AND NEAR STOREY PARK, MERIDIAN IDAHO
QUALIFICATIONS MUST BE RECEIVED PRIOR TO
4:00 P.M.
JUNE 11.2012
DELIVER TO: CITY OF MERIDIAN, PURCHASING DIVISION OF THE
FINANCE DEPARTMENT
33 EAST BROADWAY AVENUE
MERIDIAN, ID 83642
Prepared by: TED BAIRD, Deputy City Attorney
NAME AND ADDRESS OF VENDOR SUBMITTING QUALIFICATIONS
� NAME: Ross Park, MAI ADDRESS:
PO Box 198
Boise, ID 83701 6, �
PART I
NOTICE CALLING FOR QUALIFICATIONS
PURPOSE
The City of Meridian is soliciting Qualifications from individuals or firms capable
of providing professional commercial real estate appraisal services to assist the
City in determining the value of four parcels of land being considered for a land
exchange. The appraisal reports must be prepared utilizing the Uniform
Appraisal Standards for Federal Land Acquisitions (UASFLA).
REASON FOR THE LAND TRADE 1 STATEMENT OF PURPOSE
Meridian's oldest City park, Storey Park, was acquired utilizing federal Land and
Water Conservation funds (LWCF). One LWCF requirement is that the parkland
be used exclusively for "outdoor recreational purposes." Any use of LWCF lands
that is not an outdoor recreational purpose requires that the land be replaced.
The newly acquired property becomes a replacement site for the outdoor
recreational uses displaced by the change in use of the original property {termed
an "LWCF Conversion"}.
Recently, an undeveloped portion of Storey Park Was put into use as a site for a
municipal potable water well, therefore taking that portion of the park out of
"outdoor recreational use." Because of this change in use, the City of Meridian
must acquire new land for recreational purposes on a dollar -for -dollar basis in
order to comply with LWCF conversion requirements. The Well lot is identified as
Parcel #1 on the map on page 4 of this document.
This situation has resulted in an opportunity for the City to perform some master
planning for the balance of the undeveloped portion of Storey Park to maximize
its usefulness and improve traffic circulation for park users. This undeveloped
portion of Storey Park is situated to the East of the Meridian Speedway. A
portion of the parkland is used routinely by the Meridian Speedway for parking
and as an extension of the pit area. The City and the operator of the Speedway
have been in discussions about trading this portion of Storey Park to the
Speedway, necessitating that the traded portion be replaced with like -value land
to be used by the City for recreational purposes. The potential trade parcel to go
to the Speedway is identified as Parcel #2 on the map on page 4 of this
document.
The operator of the Speedway owns two parcels of bare land that the City could
acquire by trade and add to Storey Park to meet the LWCF conversion
requirements. One parcel is located on Franklin Road, adjoining the park to the
North. The second parcel is located on Watertower Drive, adjoining the park to
the South. These parcels are identified as Parcels #3 and #4, respectively, on
the reap on page 4 of this document.
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To comply with the LWCF conversion requirements, the well lot must be traded
for property of equal value, and the Speedway pit extension parcel must also be
traded for property of equal value. With the potential trade parcels having been
identified, the next step in the LWCF conversion process is to have each parcel
appraised to determine market value according to the UASFLA .
The well lot site and the Speedway pit extension parcel have been tentatively
identified, but legal descriptions have not been prepared at this time. It is
anticipated that the size of the Speedway pit extension parcel would be
expanded or contracted in order to meet the requirements of a like -value
exchange, so the appraisal should include a per -square foot value to assist in
determining value for the exchange.
CHALLENGES AND QUESTIONS PRESENTED
Respondents should consider the following challenges presented and respond to
the questions in their written response to this RFQ in order to demonstrate the
respondent's professional competency and familiarity with the UASFLA
1. The UASFLA require each appraised parcel to be identified according to
particular requirements. The City will be looking to the person or firm
selected to perform these appraisals for assistance in determining whether
the parcels to be taken out of Storey park need to have their own legal
descriptions created prior to the appraisal, or whether the UASFLA can be
met by identifying a per -square foot value and creating a legal description
after the appraisal report has been produced. In other words, based on the
UASFLA, can parcels #1 and #2 be appraised on a square foot basis as part
of the larger park parcel, or will separate legal descriptions need to be
prepared for purposes of these appraisals?
Response to Question 1
There is a way to accommodate what the parties involved in the prospective
exchange are attempting to accorriplish and still comply with UASFLA. With
regard to land exchanges UASFLA references 43 C.F.R. 2201.1(b) which
reads, "To assess the feasibility of an exchange proposal, the prospective
parties may agree to obtain a preliminary estimate of the values of the lands
involved in the proposal. The preliminary estimate is generally not an
appraisal but shall be prepared by a qualified appraiser." This type of
preliminary estimate is not allowed under USPAP. However, it is permitted
within UASFLA based on a jurisdictional exception to USPAP.
We could prepare the preliminary estimates for all four parcels. Based on
those estimates the appropriate sizes could be determined for Parcels 1 and
2. Legal descriptions could then be prepared for use in the appraisals.
Cour objective as appraisers would be to determine market value for each
parcel. It is possible that the value conclusions would not allow a feasible
exchange even with adjustments to the sizes of Parcels 1 and 2.
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2. Another question to be answered by the selected appraiser is how to deal
with the value of the well lot to be severed from Storey Park. The well
infrastructure has increased the value of the parcel, and the City is unsure
whether the value of the well infrastructure must be considered in valuing the
parcel pursuant to the UASFLA. What principles determine how to deal with
the value of the water well infrastructure?
Response to Question 2
The decision whether to include the value of the well improvements or not
would be up to the City of Meridian. The argument against attributing value to
the well improvements is persuasive to us as appraisers given that LWC
funds were used to purchase the land but not the well infrastructure.
However, UASFLA indicates that the determination needs to be made by the
client agency.
Section B-2 p. 33 of UASFLA reads as follows, "Government -constructed
buildings and improvements put on the property during the government=s prior
occupancy (e.g., when the government begins construction of the public
improvement prior to the transfer of title and the effective date of the
appraisal, or when the government made the improvements as a prior lessee
of the property) are often excluded from consideration in estimating market
value, depending upon the specific facts of the case. Therefore, appraisers
who encounter government -constructed improvements on the property to be
appraised as of the effective date of the appraisal should request written
instructions from the client agency or legal counsel on how the improvements
should be treated."
The footnote to that paragraph offers a number of cases for legal counsel to
refer to in determining how to deal with the improvements.
USPAP allows for the underlying land of an improved property to be valued
independently of the improvements. (Standards Rule 1-2(e))
3. The final question has to do with how the appraiser will determine the value of
the lot to be traded from the City Park to become a part of the Meridian
Speedway complex. What principles will determine whether this trade parcel
(identified as Parcel #2) will be valued as a discrete parcel or as part of the
Speedway parcel to which it will be appended?
Response to Question 3
wwr�... ir.■ r r. i
Parcel 2 could possibly be valued as part of a larger parcel or could possibly
be valued as its own parcel. This determination would be part of the
appraisal process. Under the larger parcel valuation scenario the larger
parcel would most likely be a portion or the entirety of the park site of which
Parcel 2 is currently a part.
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SCOPE of WORK
Prepare four complete appraisal reports, one for each discrete parcel being
considered for the trade transaction. Each report must be prepared in
accordance with the requirements of the UASFLA as required by the LWCF
Conversion requirements.
PRESENTATIONS
Those respondents which are determined to be best qualified to undertake the
services required under this Request for Qualifications may be asked to answer
questions and/or be invited to make a presentation to the City either by telephone
or in person. Further information may be provided to the prospective
respondents after the initial selection.
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SUBMITTAL REQUIREMENTS
One (1) original and four (4) copies of the respondents sealed Qualifications will
be received by the City until 4:00 p.m., MT on Monday June 11, 2012 at the
office of the Purchasing Manager, City of Meridian, 33 East Broadway Avenue,
Meridian, Idaho 83642.
The Qualifications must contain, but are not limited to the following information:
'1. Completed Qualifications form submitted on PART Ill -A PROPOSAL
FORM.
2. A summary of the respondents experience with projects similar to the
types of work stated in this Request for Qualifications, submitted on PART
III -B, RESPONDENT'S EXPERIENCE STATEMENT.
4. Any additional information which the respondent deems appropriate, including
any relevant comments on the questions presented in the scope of
work/statement of purpose to demonstrate the respondent's familiarity with
the UAS F LA.
5. Pricing and ability to produce deliverables in a timely manner.
CITY'S REPRESENTATIVES
Purchasing Representative
Keith Watts, Purchasing Manager
33 East Broadway
Meridian, ID 83642
(208)888-4433
Fax (208) 887-4813
Technical Representative
Ted Baird, Deputy City Attorney
33 East Broadway
Meridian, ID 83642
(208) 888-3579
Fax (208) 898-5501
tba�ird_@meld iancity.arg
Any and all explanations desired by a respondent regarding the meaning or
interpretation of this Request for Qualifications or any part thereof must be
requested in writing and directed to the person named as the Technical
Representative and in accordance with Part II, section 1 "EXPLANATIONS TO
RESPONDENTS". Violation(s) may be caused for rejection of the Qualifications.
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PART II
INSTRUCTIONS TO RESPONDENTS
1. EXPLANATIONS TO RESPONDENTS
Any explanation desired by a respondent regarding the meaning or interpretation
of the Request for Qualifications, or any part thereof, must be requested in
writing( via U.S. Mail or email) and with sufficient time allowed for a reply to
reach respondent before the submission of their Qualifications any
interpretation made will be in the form of an addendum to the Request for
Qualifications, issued by the Purchasing Agent, and will be furnished to all
prospective respondents of record. Oral explanations or instructions given
before Qualifications opening will not be binding.
2. CONDITIONS AFFECTING THE WORK
Before submitting Qualifications, each respondent must (1) examine the Request
for Qualifications documents thoroughly; (2) familiarize himself/herself with
Federal, State and Local laws, ordinances, rules and regulations that may, in any
manner, affect cost, progress or performance of the work; and (3) study and
carefully correlate respondent's observations with the Request for Qualifications.
Failure to do so will not relieve respondent from responsibility for estimating
properly the difficulty or cost of successfully performing the work. The City will
assume no responsibility for any understanding or representations concerning
conditions made by any of its officers or agents prior to the execution of the
contract, unless included in the Request for Qualifications, or any addendum.
3. SUBMISSION OF QUALIFICATIONS
Interested firms or individuals shall submit one (1) original and four (4) copies of
their response in accordance with this Request for Qualifications and must be
sealed and addressed as directed below. Failure to do so may result in a
premature opening of, or a failure to open, such Qualifications. Such premature
or late opening, or failure to open, may result in disqualification of the
Qualifications. The outside of the envelope must bear the notation:
Project Number PKS4 24 0361
COMMERCIAL REAL ESTATE APPRAISAL SERVICES — APPRAISAL REPORTS
ON FOUR PARCELS FOR LWCF CONVERSION LAND EXCHANGE AT AND NEAR
STOREY PARK, MERIDIAN IDAHO
JUNE 11, 2012 4:00 P.M.
The envelope must be addressed and delivered to: City of Meridian, Purchasing Department, 33
East Broadway Avenue, Meridian, Idaho 83642.
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4. LATE QUALIFICATIONS AND MODIFICATIONS
Qualifications and modifications thereof received after the exact time of closing of
Qualifications which is 4:00 p.m. MT, JUNE 259 2010 will not be considered.
5. WITHDRAWL OF QUALIFICATIONS
Unless otherwise specified, Qualifications may be withdrawn by written request,
received from respondent prior to the time set for closing of Qualifications.
6. INTENT OF THE CITY
The objective of this Request for Qualifications is to provide sufficient information
to enable qualified respondents to submit written Qualifications. This Request for
Qualifications is not a contractual offer or commitment to purchase services.
Contents of this Request for Qualifications and respondent's Qualifications will be
used for establishment of final contractual obligation. It is to be understood that
this Request for Qualifications and the respondent's Qualifications may be
attached or included by reference in an agreement between the City and
successful respondent.
7. GENERAL TERMS AND CONDITIONS
The City reserves the right to waive any informalities or minor irregularities in
connection with the Qualifications received.
Alternate Qualifications will be considered unless otherwise stipulated.
The City of Meridian does not discriminate on the basis of race, religion, sex,
national origin, marital status, age, and physical handicap, ownership by women
or minorities or sexual orientation.
8. BASIS FOR SELECTION
This Request for Qualifications will be evaluated utilizing the criteria listed below.
History from the current and previous projects and customers of the respondent
may be used to evaluate some of the criteria.
a. (10) Adherence to the RFQ.
b. (30) Demonstrated competence in the performance of the type of work to be
provided, including responses to the questions presented in fart I.
C. (20) The ability of respondent to perform the scope of work within a
reasonable time frame.
8 of 15
d, 20 Experience and References - The respondent's record of meeting project
schedules and deadlines, and the nature, quality, and relevance of
recently completed
i
P
Work.
e. (20) Cost —The reasonableness of the proposed fees for each of the four
appraisals.
The City reserves the right to reject any or all Qualifications, to make an award on the
basis of suitability to purpose or superior quality, to accept other than lowest
Qualifications or any other criteria the City believes to be in the best interest of the City.
After the City has identified the Qualifications with the best value for the City, the City
shall have the right to negotiate with the respondent over the final terms and conditions
of the contract. These negotiations may include bargaining. The primary objective of
the negotiations is to maximize the City's ability to obtain best value, based on the
requirement and the evaluation factors set forth in the Request for Qualifications. If an
agreement cannot be reached, the negotiation will be terminated and similar
negotiations will occur with the second ranked firm.
9. CONTRACT COMPLETION DATE
The successful respondent shall be required to (a) sign a City contract (b)
commence work under the contract within seven (7) calendar days after the date
the successful respondent receives the Notice to Proceed, (c) perform the work
diligently, and (d) complete the work by the completion date negotiated.
9 of 15
PART III
QUALIFICATIONS DOCUMENTS
A -QUALIFICATIONS FORM
In response to the Request for Qualifications, the undersigned respondent hereby
proposes to furnish labor, material, travel, professional services, permits, supervision,
Is
equipment and equipment rental and all related expenses, and to perform all work
necessary and required to complete the following project in strict accordance with the
terms of this Request for Qualifications and the final contract for the prices specified by
the respondent for:
Project Number PKS-12-10351
COMMERCIAL REAL ESTATE APPRAISAL SERVICES — APPRAISAL REPORTS
ON FOUR PARCELS FOR LWCF CONVERSION LAND EXCHANGE AT AND NEAR
STOREY PARC, MERIDIAN IDAHO
Respondent certifies that he/she has examined and is fully familiar with all of the
provision of the Request for Qualifications and any addendum thereto; that he/she is
submitting a Qualifications in strict accordance with the Instructions to Respondents;
and that he/she has carefully reviewed the accuracy of all attachments to this
Qualifications.
Respondent certifies that he/she has examined the Qualifications documents
thoroughly, studied and carefully correlated respondent's observations with the
Qualifications documents, and all other matters which can in any way affect the work or
the cost thereof.
Respondent agrees that this Qualifications constitutes a firm offer to the city which
cannot be withdrawn by the respondent for sixty (00) calendar days from the date of
actual opening of Qualifications. If awarded the contract, respondent agrees to execute
and deliver to the City within seven (7) calendar days after receipt of City's Conditional
Notice of Award, the applicable Contract form, insurance certificates and bonds (if
required).
Attached is the Respondent's Experience Statement (Part III, B) which has been
completed by respondent and made a part of this Qualifications.
Respondent certifies that he is currently registered as a Certified General Appraiser in
the State of Idaho.
Idaho Appraiser License No.
CGA 2769
10 of 15
Submitted by,
RESPONDENT'S BUSINESS NAME (type or print)
Martin & Park, Inc
By:
(signature in ink)
Date: 6/11/12
Name: Ross Park., MAI
Title: Commercial.Appraiser
RESPONDENT'S BUSINESS ADDRESS/PHONE/FAX/E-MAIL
P.O. Box 198
Boise, Idaho 83701
258-2200 (PH)
258-2108 (FAX)
Note: If respondent is a corporation, give 1 State of incorporation- if a partnership or joint
venture, give full names of all partners or joint venturers.
Tyler Martin, MAI
11 of 15
DECLARATION UNDER PENALTY OF PERJURY
The undersigned declares: that he/she holds the position indicated below as a
corporate officer or the owner or a partner in the business entity submitting this
Qualifications; that the undersigned is informed of all relevant facts surrounding the
preparation and submission of this Qualifications, that the undersigned knows and
represents and warrants to the city of Meridian that this Qualifications is prepared and
submitted without collusion with any other person, business entity, or corporation with
any interest in this Qualifications.
declare under penalty of perjury that the foregoing is true and correct.
CONTRACTOR/FIRM: Martin & Park, Inc.
wl1 1 - M .1■■.IY1��■rr�r�.w�� 1
BY: Ross Park, MAI
TITLE: Commercial Appraiser
rrr.rrrrrrrrw���iiwrr�.�■rr rrrrrrirrrr.�...i ori■■ ■ �
ADDRESS: P.O. Box 198
Boise, Idaho 83701
DATE: 6/11/2012 I
12 of 15
PART III
QUALIFICATIONS DOCUMENTS
B -RESPONDENT'S EXPERIENCE STATEMENT
The respondent submits as a part of its Qualifications, the following information as to its
experience and qualifications:
a. The respondent has been engaged in this business under its present business
name for 1 _ year.
b. Experience in work of a nature similar in type and magnitude to that set forth in
the request for Qualifications extends over a period of 6 . years.
C. The Respondent has satisfactorily completed all contracts awarded to it, except
as follows: (name any and all exceptions and reasons therefore.
n/a
d. List all work completed within the last ten (10) years of similar type and
magnitude as set forth in this Request for Qualifications, Please include a sheet
with all contact information and details of the project on a separate sheet,
OWNER YEAR TYPE OF CONTRACT
COMPLETED WORK AMOUNT
See Attached
e. List any relevant Professional Appraiser Designations (such as MAI, etc)
MAI
I certify that the above information is true and correct to the best of my knowledge.
Signed this 11th day of June 2012 at. Boise, -Idaho
(date) (month) (year) (city l state)
NAME OF RESPONDENT: Ross Park, MAI
Commercial Awraiser
(title)
13 of 15
Part III Qualifications Documents
Respondent's Experience Statement
d. List all work completed within the last ten (10) years of similar type and
magnitude as set forth in this Request for Qualifications.
Project
Owner
Year Appraisal
Work Com feted
Contact
A raiser
pp
MOSS Land, McCall
State of Idaho
2011
Jane Wright
Tyler Martin, MAI
Department of Lands
Boise City Armory
City of Boise
2010
John Brunelle
Tyler Martin, MAI
City of Boise
Harris Ranch Greenbelt Exchange
Harris Family
2008
Doug Fowler
Ross Park, MAI
rA►CHD
Harris Ranch
1 ne appraisai WOM described above was completed while Tyler Martin, MAI and Ross Park, MAI were employe
at another firm.
PART 1v
FEE AND DELIVERY INFORMATION
Fee for Appraisal Report of Parcel #1
$2,000
Fee for Appraisal Report of Parcel #2
$20000_
Fee for Appraisal Report of Parcel #3
$2,000
Fee for Appraisal Report of Parcel #4
$2,000
The pricing quoted above is based on a delivery date of 3_ # of weeks from
the date of the City's Notice to Proceed.
Additional pricing information, options, et:
The pricing presented above includes the delivery of "preliminary estimates" for
each parcel and summary appraisals to follow. The "preliminary estimates"
would be delivered within 3 weeks. The appraisals would be delivered one to two
weeks after legal descriptions for parcels 1 & 2 were provided to us.
The pricing is an approximate estimate based on our understanding of the
project. It is possible that the pricing could change after initial meetings with the
parties involved in the proposed exchange.
14 of 15
LIST OF APPENDICES
APPENDIX A: Ada County Parcel information for Storey Park (location of Parcels #1 and #2)
APPENDIX B: Ada County Parcel Information for Parcel #3
APPENDIX C: Ada County Parcel information for Parcel #4
APPENDIX D: City Draft conceptual pian for undeveloped portions of Storey Park after proposed trades.
15 of 15
D AN�'�
....... . . . . . .
ADDENDUM NO, I
RF{.# PKS-12,10361
TO: ALL PROSPECTIVE PROPOSERS
Reference:
PURCHASING MANAGER
33 East Broadway Ave.
Meridian, ID 83642
Phone: 208-888-4433 Fax., 208-887-4813
JUNE 71 2012
RFQ FOR COMMERCIAL REAL ESTATE APPRAISAL SERVICES — APPRAISAL REPORTS
PREPARED IN ACCORDANCE WITH UNIFORM FEDERAL APPRAISAL STANDARDS ON
FOUR PARCELS FOR LWCF CONVERSION LAND EXCHANGE AT AND NEAR STOREY
PARK, MERIDIAN IDAHO,
Subject: RFQ # PKK -1 -10361 - Addendum No. 1
Prospective Proposers for the above mentioned Request for Proposal is hereby corrected and
amended as follows:
1. Part 11, Section #4 is amended to read as follows:
LATE QUALIFICATIONS AND MODIFICATIONS
Qualifications and modifications thereof received after the exact time- of closing of
Qualifications which is 4:00 p.m. MT, JUNE 11, 2012 will not be considered.
2. Appendix E 'is added to the RFQ, a copy of which is attached hereto.
Appendix E: 36 CFR Ch. 1, Part 69.3 — LWCF Conversion Requirement
3. TMS ADDENDUM MUST BE SIGNED AND SUBMITTED WITH YOUR PROPOSAL.
4, ALL OTHER TERMS AND CONDITIONS OF THE PROPOSAL REMAIN THE SAME,
Please note the corrections by signing below and call me if you have any questions.
Ted Baird
Technical Representative
W*41thA)
Date
Addendum No 1 Page 1 of 1
I A
KK`)
- - --------- -
COMMU"KCIAL Al"PRAISALS
-Ity Pe'rspc-c t' iNIC
Expertise Inregli
Ross PARK, MAI
I MA -1 QUALIFICATIONS
PROFESSIONAL EXPERIENCE
Martin & Pork Inc: 2011 - Present Boise, ID
Principal
Mat -tin & Park, Inc. is a full service appraisal firm providing valuation and consultation services for commercial,
investment, and development properties in Idaho, Oregon and Washington. Additional services include market
researcli, site analysis, and feasibility studies. We are committed to exceeding client expectations by providing well
supported, accurate and insightful appraisals. Our clients benefit frorn our strong relationships with market
participants and our focus on using the latestavailable technologies including proprietary appraisal database software.
L Lino. ton & Assocityles.- 2006 — 2011 Boise, ID
Staff Appraiser
Performed primary appraisal work on a wide variety of property types and ownership interests. Responsible for all
aspects of the appraisal process for more than 400 appraisal assignments. Appraised properties in Idaho, Oregon and
Washington..
U.11tinent oState: 2003 — 2005 Sydney, Australia
, f
Foreign Service Officer
Promoted U.S. foreign policy to Australian government agencies, the consular corps and, the general public. Provided
American Citizen Services in consular district with over 60,000 U.S. citizen residents. Adjudicated U.S. passport and
visa applications. Conducted fraud investigations of suspect visa applicants. Recipient of Meritorious Honor Award,
Franklin Award and Group Franklin Award. Held U.S. Department of State Top Secret Clearance.
United Nations DeMg Uoment ELogram.- 2001 Mbabane, Swaziland
Graduate Research Intern
Organized and managed all data collection for the 1999 and 2000 Development Cooperation Reports (DCR).
Conducted extensive interviews with all relevant Multi -Lateral and Bi -Lateral Organizations operating within
Swaziland. Researched economic indicators and country statistics as well as edited and contributed to the DCR text.
U.S. Pefice 1997-1999 Windhoek, Namibia
Regional Youth Officer
Facilitated youth, health, environmental, juvenile just -ice, education, and community service programs, for youth with -in
vast region of rural communities. Operated at all levels of government, within traditional societies, and within the
context of the local languages. and cultures.
PROPERTY TYPES APPRAISED
Residential Subdivision
0
Industrial Condominium
Mixed Use Development Projects
0
Professional Office
Community Infrastructure District
0
Executive Office
Agricultural/Recreational Land
Strip Retail
Multi -Family
C -Store
High Value Individual Residential Lots
Right of Way
Commercial Subdivision
•
Airplane Hanger
Office Warehouse
•
Assisted Living Facility
Manufacturing
Daycare/Education Properties
Heavy Truck Service Center
Special Purpose Properties
P ) s I c i I -i() 83 08. 8 (,')0
. I ' Z. 1 4�.4 - L
Ross PARK, MAI
MAI QUALIFICATIONS, PAGE 2
EDUCATION
�V 0
MONTEREY INSTITUTE OF INTERNATIONAL STUDIES
Monterey, CA
Master of Arts, biter national Policy Suidies - 2002
GETTYSBURG COLLEGE
Gettysburg, PA
Bachelor qfArts, Economics - 1994
APPRAISAL INSTITUTE
USP" Update — 2012.
Boise, ID
Appraisal of Nursing Facilities — 2012
Chicago, IL
USPAP Update — 2010
Boise, ID
General Demonstration Appraisal Report Writing — 2010
Oakland, CA
Advanced Income Capitalizatiott — 2009
San Diego, CA
Bitsiness Practices and .Ethics — 2009
Chicago, IL
Advanced Sales Compart'soto and Cost Approaches — 2009
Portland, OR
Real Estate Rnance Statistics and Valuation Modeling — 2009
Oakland, CA
General Appraiser Sales Comparison Approach — 2009
Salt Lake City, UT
General Appraiser Site Valuation & Cost Approach — 2008
Spokane,, WA
Online 7 Hous National USPAP Equivalevnt Coarse — 2008
Chicago, IL
General Appraiser Income Approach (Part 1) — 2008
Boise, ID
Advanced Applications — 2008
Boise, ID
Report Writing and Valuation Analysis — 2007
Boise, ID
Highest & Best Use and Market Analysis — 2007
Boise, ID
USPAP — 2006
Portland, OR
Scope qj' Work Sensinar — 2006
Boise, ID
Basic Appraisal Procedures — 2006
Spokane, WA
Basic Appraisal.Principles — 2006
Spokane, WA
REFERENCES
Mr. Jon Mine, MAI Mr. Doug Gilbert, MAI
Chief Appraiser Senior Reviewer/Assistant Manager
Bank of the Cascades RBC Bank — Builder Finance
888 SW 51h Avenue, Suite 1000 11011 Richmond Avenue, Sul te 85.0
Portland, OR 97204 Houston, TX 77042
(503) 499-5922 (713) 706-2215
Mr. Rick Hull
Sterling Savings Bank
11400 SE 8th Street, Suite 340
Bellevue, WA 98004
(425) 635-2029
MEMBERSHIPS & APPOINTMENTS
Idaho Certified General Appraiser, CGA #2 769
Appraisal Instittite,, Designated Member of the Appraffal Ihstittile (MAI)
Sotithern Idaho Chapter of the Appraisal Institute, 7'reasurel. 2008 - 20-10
Southern Idaho Chapter of the.Appral'SUl ItistittiteMem bership Chair - 2007
& V PARK%
MAT1l� N.1................
C 0 M M 1: It (7 1 A 1_ A V 1) KA 1 S A L.S
t
.11 11 z TYLER MARTIN, MAI
h1At QUALIFICATIONS
PROFESSIONAL EXPERIENCE
A&rtin & Park. Inc.- 2011-- Present Boise, ID
Principal services for
Martin & Park, Inc. is a full service appraisal firm providing valuation and consultation
commercial, investment, and development properties in Idaho, Oregon, and Washington. Additional
services include market research, site analysis, and feasibility studies. We are committed to exceeding
client expectations by providing well supported, accurate and insightful appraisals. Our clients benefit
from our strong relationships with market participants and our focus on using the latest available
technologies including proprietary appraisal database software.
Langston &.Assrociat.es: 2006 – 2011 Boise, ID
Staff Appraiser 4. i
Performed primary appraisal work on a wide variety of property types and ownership interests
throughout Idaho and Oregon. Responsible for all aspects of the appraisal process for nearly 400
commercial appraisal assignments.
ToWIL—& Counh:y Reaft.y.0 2003 – 2005 Corvallis, OR
Residential & Investment Realtor
Specialized in the sale of investment oriented residential properties in the Oregon State University
market. Assisted clients in determining investment expectations and identifying properties that met
specific requirements. Provided full due diligence services including lender recruitment, renovation
planning, title adjustments, and leasing plan strategies. Instrumental in securing an exclusive listing
agreement with a large, local developer to market a high-end golf course community.
Rand _.Coqv!gr Pronert ies: 2001. – 2003 Corvallis, OR
Licensed Property Manager
Responsible for all aspects of property management for commercial and residential investment clients.
Guided clients through the design and implementation of action plans to achieve and maintain
stabilized occupancy within their portfolios. Served as a project manager for several large scale
renovations of multi -unit apartment complexes.
PROPERTY TYPES APPRAISED
• Professional Office
•
Manufacturing
• Executive Office
•
Heavy Truck Service Center
0 Medical & Dental Office
0
Industrial Condominium
0 Office Condominium
0
•0
Mini Storage
9 Veterinary Hospital
Residential Subdiv'sion
0 Pr maty Care Clinic
0
Commercial Subdivision
0 Ambulatory Surgical Center
0
Hotel/Motel
0 Oncology Treatment Center
0
Assisted Living Facilities
Multi -Family
0
Daycare/Education Properties
• Strip Retail
0
Historic Properties
• Regional Retail
9
Special Purpose Properties
• Service Commercial
0
Culturally Significant Properties
• Restaurant
0
Higb-Value Residential Properties
• Distribution Warehouse
con I
P("), kox NO
C NVX\ W; 1*11 i I r I I
TYLER MARTIN, MAI
, IN -1 A IPAGE 2
QUALIFICATIONS,
EDUCATION
UNIVERSITY OF MONTANA
Missoula, MT
Bachelor of Arts, History - 2001
Three Ibne all -conference athlete
APPRAISAL INS-TIT,UTE
Appraisal Curriculum Overview - 2010
Boise, ID
USPAP Update - 2010
Boise, ID
Business Practices and Ethics - 2009
Chicago, IL
Advanced Income Captralizatio. n - 2009
San Diego, CA
Advanced Sales Comparison and Cost Approaches -- 2009
Portland, OR
Real Estate Finance Statistics and Valuation Modeling - 2009
Oakland, CA
General Appraiser Site Valuation & Cost Approach - 2008
Spokane, WA
Report Writing and Valuation Analysis - 2008
Portland, OR
General Appraiser Sales Comparison Approach - 2008
Tigard, OR
Advanced Applications - 2008
Boise, ID
Highest & Best Use and Market Analyst's - 2007
Boise, ID
General Appraiser Income Approach (Part 2) - 2007
Tigard, OR.
General Appraiser Income Approach (Part 1) - 2007
Tigard., OR
USPAP — 2006
Portland, OR
Basic Appraisal Procedures - 2006
Portland, OR
Basic Appraisal Principles — 2006
Spokane, WA
REFERENCES
Mr. Dan Oxford, MAI Mr. Pat March
Senior Review Appraiser President/Owner
Banner Bank Mountain Pacific Commercial
Mortgage
3005 1121h Ave. NE, Suite 100 765 W. Front Street, Suite 300
Bellevue, WA 98004 Boise, ID 83702
(425) 576-4362 (208) 489-1521
Mr. Pete Sekermestrovich
Principal Broker/Owner•
Town. & Country Realty
456 NW Tyler Ave
Corvallis, OR 97330
(54-1) 757-1781
MEMBERSHIPS, APPOINTMENTS, & COMMUNITY SERVICE
Idaho Certified General Appraiser, CGA #2666
Appraisal Institute, Designated Meiitber of the Al,)pra.1sal btstitute (MAI)