Contractor Proposal.pdf

Procurement

OFFER AND ACCEPTANCE

Solicitation No: BPM002912 Available online at https://app.az.gov

Rev 04/2020

OFFER

TO THE STATE OF ARIZONA:

The undersigned hereby offers and agrees to perform in compliance with all terms, conditions, specifications and amendments of this solicitation and any written exceptions in the offer. Signature also acknowledges receipt of all pages indicated in the Table of Contents.

Offeror (Company) Name Signature of Person Authorized to Sign Offer

Address Printed Name Date

City State Zip Title

Email Address Phone Number

Company Email Address Fax Number

By signature in the Offer section above, the Offeror certifies that the submission of the Offer did not involve collusion or other anticompetitive practices.

ACCEPTANCE OF OFFER (FOR DEPARTMENT USE ONLY)

The Contractor is now bound to perform based upon Contract Number ____________________________including all terms, conditions, specifications, amendments, etc., and the Contractor's offer as accepted by the state.

The Contractor is hereby cautioned not to commence any billable work or provide any material, service or construction under this contract until contractor receives a purchase order document.

State of Arizona

Effective this day of 20

Procurement Officer Awarded Date

Tim Typewriter First Appraisal Services, PLC 3420 E. Shea Blvd, Suite 200 Phoenix AZ 85028 thaskins@azfas.com info@azfas.com

Tim Typewriter Timothy A. Haskins 11/2/2020 Owner 602.264-0011

NA

PARTICIPATION IN BOYCOTT OF ISRAEL

SPO Form 205 (rev 10-2019)

Boycott of Israel Disclosure Please note that if any of the following apply to this Solicitation, Contract, or Contractor, then the Offeror shall select the

“Exempt Solicitation, Contract, or Contractor” option below:

• The Solicitation or Contract has an estimated value of less than $100,000;

• Contractor is a sole proprietorship;

• Contractor has fewer than ten (10) employees; OR

• Contractor is a non-profit organization.

Pursuant to A.R.S. §35-393.01, public entities are prohibited from entering into contracts “unless the contract includes a written certification that the company is not currently engaged in, and agrees for the duration of the contract to not engage in, a boycott of goods or services from Israel.”

Under A.R.S. §35-393:

1. "Boycott" means engaging in a refusal to deal, terminating business activities or performing other actions that are intended to limit commercial relations with entities doing business in Israel or in territories controlled by Israel, if those actions are taken either:

(a) Based in part on the fact that the entity does business in Israel or in territories controlled by Israel.

(b) In a manner that discriminates on the basis of nationality, national origin or religion and that is not based on a valid business reason.

2. "Company" means an organization, association, corporation, partnership, joint venture, limited partnership, limited liability partnership, limited liability company or other entity or business association, including a wholly owned subsidiary, majority-owned subsidiary, parent company or affiliate, that engages in for-profit activity and that has ten or more full-time employees.

5. "Public entity" means this State, a political subdivision of this State or an agency, board, commission or department of this State or a political subdivision of this State.

The certification below does not include boycotts prohibited by 50 United States Code Section 4842 or a regulation issued pursuant to that section. See A.R.S. §35-393.03.

In compliance with A.R.S. §§35-393 et seq., all offerors must select one of the following:

The Company submitting this Offer does not participate in, and agrees not to participate in during the term of the contract, a boycott of Israel in accordance with A.R.S. §§35-393 et seq. I understand that my entire response will become public record in accordance with A.A.C. R2-7-C317.

☐ The Company submitting this Offer does participate in a boycott of Israel as described in A.R.S. §§35-393 et seq.

Exempt Solicitation, Contract, or Contractor.

Indicate which of the following statements applies to this Contract:

☐ Solicitation or Contract has an estimated value of less than $100,000;

☐ Contractor is a sole proprietorship;

☐ Contractor has fewer than ten (10) employees; and/or

☐ Contractor is a non-profit organization.

Company Name Signature of Person Authorized to Sign

Address Printed Name

Typewriter First Appraisal Services, PLC 3420 E. Shea Blvd, Suite 200 Phoenix AZ 85028

Tim Typewriter Timothy A. Haskins Owner

Tim

X

ADOT CONFIDENTIALITY AND TRADE SECRETS

Rev 04/2020

All materials submitted as part of a response to a solicitation are subject to Arizona public records law and will be disclosed if there is an appropriate public records request at the time of or after the award of the contract.

Recognizing there may be materials included in a solicitation response that is proprietary or a trade secret, a process is set out in A.A.C. R2-7-103 (attached) that will allow qualifying materials to be designated as confidential and excluded from disclosure. For purposes of this process the definition of “trade secret” will be the same as that set out in A.A.C. R2-7-101(52).

This form must be completed and returned with the response to the solicitation and any supporting information to assist the State in making its determination as to whether any of the materials submitted as part of the solicitation response should be designated confidential because the material is proprietary or a trade secret and therefore not subject to disclosure.

All offerors must select one of the following:

My response does not contain proprietary or trade secret information. I understand that my entire response will become public record in accordance with A.A.C. R2-7-C317.

My response does contain trade secret information because it contains information that:

1. Is a formula, pattern, compilation, program, device, method, technique or process, AND

2. Derives independent economic value, actual or potential, from not being generally known to, and not being readily ascertainable by proper means by, other persons who can obtain economic value from its disclosure or use; AND

3. Is the subject of efforts by myself or my organization that are reasonable under the circumstances to maintain its secrecy.

Please note that failure to attach an explanation may result in a determination that the information does not meet the statutory trade secret definition. All information that does not meet the definition of trade secret as defined by A.A.C. R2-7-101(52) will become public in accordance with A.A.C. R2-7-C317. The State reserves the right to make its own determination of Proposer’s trade secret materials through a written determination in accordance with A.A.C. R2-7-103.

If the State agrees with the proposer’s designation of trade secret or confidentiality and the determination is challenged, the undersigned hereby agrees to cooperate and support the defense of the determination with all interested parties, including legal counsel or other necessary assistance.

By submitting this response, proposer agrees that the entire offer, including confidential, trade secret and proprietary information may be shared with an evaluation committee and technical advisors during the evaluation process. Proposer agrees to indemnify and hold the State, its agents and employees, harmless from any claims or causes of action relating to the State’s withholding of information based upon reliance on the above representations, including the payment of all costs and attorney fees incurred by the State in defending such an action.

Company Name Signature of Person Authorized to Sign

Address Printed Name

First Appraisal Services, PLC 3420 E. Shea Blvd, Suite 200 Phoenix AZ 85028

Tim Typewriter Timothy A. Haskins Owner

Tim

X

ADOT CONFIDENTIALITY AND TRADE SECRETS

Rev 04/2020

R2-7-103. Confidential Information

A. If a person wants to assert that a person's offer, specification, or protest contains a trade secret or other proprietary information, a person shall include with the submission a statement supporting this assertion. A person shall clearly designate any trade secret and other proprietary information, using the term "confidential".

Contract terms and conditions, pricing, and information generally available to the public are not considered confidential information under this Section.

B. Until a final determination is made under subsection (C), an agency chief procurement officer shall not disclose information designated as confidential under subsection (A) except to those individuals deemed by an agency chief procurement officer to have a legitimate state interest.

C. Upon receipt of a submission, an agency chief procurement officer shall make one of the following written determinations:

1. The designated information is confidential and the agency chief procurement officer shall not disclose the information except to those individuals deemed by the agency chief procurement officer to have a legitimate state interest;

2. The designated information is not confidential; or

3. Additional information is required before a final confidentiality determination can be made.

D. If an agency chief procurement officer determines that information submitted is not confidential, a person who made the submission shall be notified in writing. The notice shall include a time period for requesting a review of the determination by the state procurement administrator.

E. An agency chief procurement officer may release information designated as confidential under subsection (A) if:

1. A request for review is not received by the state procurement administrator within the time period specified in the notice; or

2. The state procurement administrator, after review, makes a written determination that the designated information is not confidential.

NOT A

PPLI

CABLE

ADOT LOBBYING CERTIFICATE

SOLICITATION NO: BPM002912 Available online at https://appstate.az.gov/

ARIZONA DEPARTMENT OF TRANSPORTATION

LOBBYING CERTIFICATION

CERTIFICATION FOR FEDERAL AID CONTRACTS

Applies to: Federal-aid contractors, and consultants, as well as lower tier sub-contractors and sub-consultants

The prospective participant certifies, by signing and submitting this bid or proposal, to the best of his or her knowledge and belief, that:

(1) No Federal appropriated funds have been paid or will be paid, by or on behalf of the undersigned, to any person for influencing or attempting to influence an officer or employee of any Federal agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with the awarding of any Federal contract, the making of any Federal grant, the making of any Federal loan, the entering into of any cooperative agreement, and the extension, continuation, renewal, amendment, or modification of any Federal contract, grant, loan, or cooperative agreement.

(2) If any funds other than Federal appropriated funds have been paid or will be paid to any person for influencing or attempting to influence an officer or employee of any Federal agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with this Federal contract, grant, loan, or cooperative agreement, the undersigned shall complete and submit Standard Form-LLL, “Disclosure Form to Report Lobbying,” in accordance with its instructions.

This certification is a material representation of fact upon which reliance was placed when this transaction was made or entered into. Submission of this certification is a prerequisite for making or entering into this transaction imposed by Section 1352, Title 31, U.S. Code. Any person who fails to file the required certification shall be subject to a civil penalty of not less than $10,000 and not more than $100,000 for each such failure.

The prospective participant also agrees by submitting his or her bid or proposal that he or she shall require that the language of this certification be included in all lower tier subcontracts, which exceed $100,000, and that all such sub recipients shall certify and disclose accordingly.

SIGNATURE DATE

TITLE

11/2/2020

Tim

Owner

DISCLOSURE OF LOBBYING ACTIVITIES

Complete this form to disclose lobbying activities pursuant to 31 U.S.C. 1352

(See next page for public burden disclosure.)

1. Type of Federal Action:

2. Status of Federal Action:

3. Report type:

a. Contract

b. Grant

c. Cooperative agreement

d. Loan

e. loan guarantee

f. loan insurance

a. bid/offer/application

b. initial award

c. post-award

a. initial filing

b. material change

For Material Change Only:

year quarter date of last report

4. Name and Address of Reporting Entity:

Prime Subawardee

5. If Reporting in No. 4 is a Subawardee, Enter Name and Address of Prime:

Congressional District, if known: Congressional District, if known:

6. Federal Department Agency:

7. Federal Program Name/Description:

CDFA Number, if applicable:

8. Federal Action Number, if known:

9. Award Amount, if known:

10.a. Name and Address of Lobbying Entity (if individual, last name, first name, MI):

b. Individuals Performing Services (including address if different from No. 10a) (last name, first name, MI):

11. Amount of Payment (check all that apply):

13. Type of Payment (check all that apply):

actual planned

a. retainer

b. one-time fee

c. commission

d. contingent fee

e. deferred

f. other, specify

12. Form of Payment (check all that apply):

a. cash

b. in-kind; specify nature value

14. Brief Description of Services Performed or to be Performed and Date(s) of Service, including officer(s), employee(s), or Member(s) contacted, for Payment indicated in Item 11:

(attach Continuation Sheet(s) SF-LLL-A, if necessary)

15. Continuations Sheet(s) SF-LLL-A attached Yes No

16, Information requested through this form is authorized by title 31 U..S.C. section 1352. This disclosure of lobbying activities is a material representation of fact upon which reliance was placed by the ties above when this transaction was made or entered into. This disclosure is required pursuant to 31 U.S.C. 1352. This information will be reported to the Congress semi-annually and will be available for public inspection. Any person who fails to file the required disclosure shall be subject to a civil penalty of not less than $10,000 and not more than $100,000 for each such failure.

Signature:

Print Name:

Title:

Telephone No.:

Date:

Federal Use Only Authorized for Local Reproduction

Standard Form - LLL

Tim Typewriter Timothy A. Haskins

Tim Typewriter Owner

Tim Typewriter

(602) 264-0011

Tim

11/2/2020

INSTRUCTIONS FOR COMPLETION OF SF-LLL, DISCLOSURE OF LOBBYING ACTIVITIES

This disclosure form shall be completed by the reporting entity, whether subawardee or prime Federal recipient, at the initiation or receipt of a covered Federal action, or a material change to a previous filing, pursuant to title 31 U.S.C. section 1352. The filing of a form is required for each payment or agreement to make payment to any lobbying entity for influencing or attempting to influence an officer or employee of any agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with a covered Federal action. Use the SF-LLL-A Continuation Sheet for additional information if the space on the form is inadequate.

Complete all items that apply for both the initial filing and material change report. Refer to the implementing guidance published by the Office of Management and Budget for additional information.

1. Identify the type of covered Federal action for which lobbying activity is and/or has been secured to influence the outcome of a covered Federal action.

2. Identify the status of the covered Federal action.

3. Identify the appropriate classification of this report. This is a follow-up report caused by a material change to the information previously reported, enter the year and quarter in which the change occurred. Enter the date of the last previously submitted report by this reporting entity for this covered Federal action.

4. Enter the full name, address, city, state and zip code of the reporting entity. Include Congressional District, if known. Check the appropriate classification of the reporting entity that designates if it is, or expects to be, a prime or subaward recipient. Identify the tier of the subawardee, e.g., the first subawardee of the prime is the 1st tier.

Subawards include but are not limited to subcontracts, subgrants and contract awards under grants.

5. If the organization filing the report in item 4 checks "Subawardee", then enter the full name, address, city, state and zip code of the prime Federal recipient. Include

Congressional District, if known.

6. Enter the name of the Federal agency making the award or loan commitment. Include at least one organizational level below agency name, if known. For example, Department of Transportation, United States Coast Guard.

7. Enter the Federal program name or description for the covered Federal action (item 1). If known, enter the full Catalog of Federal Domestic Assistance (CFDA) number for grants, cooperative agreements, bans, and loan commitments.

8. Enter the most appropriate Federal identifying number available for the Federal action identified in hem 1 (e.g., Request for Proposal (RFP) number; Invitation for Bid

(IFB) number; grant announcement number; the contract, grant, or ban award number; the application/proposal control number assigned by the Federal agency). Include prefixes, e.g., "RFP-DE-90-001".

9. For a covered Federal action where there has been an award or loan commitment by the Federal agency, enter the Federal amount of the award/loan commitment for the prime entity identified in item 4 or 5.

10. (a) Enter the full name, address, city, state and zip code of the lobbying entity engaged by the reporting entity identified in hem 4 to influence the covered

Federal action.

(b) Enter the full names of the individual(s) performing services, and include full address if different from 10 (a). Enter Last Name, First Name, and Middle Initial (Ml).

11. Enter the amount of compensation paid or reasonably expected to be paid by the reporting entity (item 4) to the lobbying entity (item 10). Indicate whether the payment has been made (actual) or will be made (planned). Check all boxes that apply. If this is a material change report, enter the cumulative amount of payment made or planned to be made.

12. Check the appropriate box(es). Check all boxes that apply. If payment is made through an in-kind contribution, specify the nature and value of the in-kind payment.

13. Check the appropriate box(es). Check all boxes that apply. If other, specify nature.

14. Provide a specific and detailed description of the services that the lobbyist has performed, or will be expected to perform, and the date(s) of any services rendered.

Include all preparatory and related activity, not just time spent in actual contact with Federal officials. Identify the Federal official(s) or employee(s) contacted or the officer(s), employee(s), or Member(s) of Congress that were contacted.

15. Check whether or not a SF-LLL-A Continuation Sheet (s) is attached.

16. The certifying official shall sign and date the form, print his/her name, title, and telephone number.

Public reporting burden for this collection of information is estimated to average 30 minutes per response, including time for reviewing instructions, searching existing data sources, gathering and maintaining the data needed, and completing and reviewing the collection of information. Send comments regarding the burden estimate or any other aspect of this collection of information, including suggestions for reducing this burden, to the Office of Management and Budget. Paperwork Reduction Project (0348~046), Washington, D.C. 20503.

DISCLOSURE OF LOBBYING ACTIVITIES

CONTINUATION SHEET

Reporting Entity:

Page of

ECS - Form 90-3

BUY AMERICA CERTIFICATION - FHWA

A bidder or offeror must submit the appropriate Buy America certification (below) with all bids or offers on FHWA funded contracts, except those subject to a general waiver. Bids or offers that are not accompanied by a completed Buy America certification must be rejected as nonresponsive. This requirement applies to lower tier subcontractors.

Certification requirement for procurement of steel, iron, or manufactured products.

Certificate of Compliance with 23 U.S.C 313 - The bidder or offeror hereby certifies that it will meet the requirements of 23 USC 313 and the applicable regulations in 23 CFR 635.410

Signature________________________________________________ Date _____________________

Company Name_____________________________________________________________________

Title ______________________________________________________________________________

Tim Typewriter 11/2/2020

Tim Typewriter First Appraisal Services, PLC

Tim

Owner

PRICE INCREASE PERCENTAGES

Rev. 04/2020

The offeror should use the space below to identify the maximum price increase percentage that they may want to request at the time of renewal if ADOT exercises its option per the applicable provisions under any resultant contract(s).

1st Renewal Period ___________________% Maximum Increase

2nd Renewal Period ___________________% Maximum Increase

3rd Renewal Period ___________________% Maximum Increase

4th Renewal Period ___________________% Maximum Increase

The offeror is cautioned that each renewal period’s increase percentage shall be computed against the ORIGINAL contract price. If information is not provided in the space above, prices shall remain the same as the original contract term. Please see the following example for further clarification.

Example: If the offeror anticipates requesting a 2% increase at each renewal period per Special Terms and Conditions, they should enter 2%, 4%, 6%, and 8% in the attachment. Each percentage increase is calculated using the original contract price.

See example in table below.

Renewal Period

% Maximum Increase from Attachment

Original Contract Price

Maximum Increase Allowed

Maximum Contract Price

1 2% $100.00 $2.00 $102.00

2 4% $100.00 $4.00 $104.00

3 6% $100.00 $6.00 $106.00

4 8% $100.00 $8.00 $108.00

Furthermore, the offeror is advised that the State of Arizona does not automatically grant any increase when renewing the contract. If an increase is requested, documentation of need must be provided at the time of renewal.

https://appstate.az.gov/ Tim Typewriter 2.0 4.0 6.0 8.0

Tim Haskins

From: ADOT Business Engagement and Compliance Office <AZUTRACS-Support@azdot.gov>

Sent: Friday, October 30, 2020 1:35 PM

To: Tim Haskins

Cc: ContractorCompliance@azdot.gov

Subject: Bidders List for First Appraisal Services, PLC

First Appraisal Services, PLC, AZUTRACS Number: 18166 has submitted a Bidder/Proposer list for BPM002912 on 10/30/2020 at 1:35 PM MST (UTC - 07:00).

First Appraisal Services, PLC submitted a blank bidders/proposers list. This means that they did not list any firms that they reached out to or were contacted by during the preparation of this bid/proposal. NOTE: Subbing out work is encouraged, where applicable. Under some circumstances, no subbing opportunities are available.

Key Personnel Bio https://appstate.az.gov

The Offeror shall complete this form for each appraiser offered. The Offeror shall describe their professional qualifications, experience, current workload and availability for any resultant contract. The Offeror shall detail appraiser’s relevant work experience where they had a significant role that demonstrates the person's capability relevant to her/his proposed role in this contract. In addition, the Offeror may provide a brief resume for each person outlining their credentials and experience. Any resumes submitted are supplemental to this form and do not replace the requirement to complete the Key Personnel Bio.

Background

Name Timothy A. Haskins

Project Role Appraiser

Current Position with Company Owner Years in

Position

Availability / Current Workload Available to provide requested valuation services in a timely manner

Education Bachelor of Science in Business Administration

Professional Qualifications, Licenses, Certifications, etc.

Arizona Certified General Real Estate Appraiser 30668; Senior Designation (ASA) from the American Society of Appraisers

Relevant Work Experience

1.

Describe work experience and record of performance on past projects of similar type (Eminent Domain acquisitions, dispositions and appraisal review).

Throughout his career, Mr. Haskins has provided appraisal services to governmental agencies for several purposes, including planning, disposition, or acquisition by the governmental agency. A sample of the clients to which Mr.

Haskins has provided valuation services include the City of Phoenix, City of Tempe, City of Goodyear, Maricopa

County Department of Real Estate, the Arizona State Land Department, and the Arizona Department of

Transportation. Mr. Haskins has always maintained excellent lines of communication with his clients and submitted appraisal assignments on time.

The extent and experience of Mr. Haskins conducting eminent domain appraisals is significant with approximately half of his assignments being for eminent domain acquisitions or dispositions. The balance has been for general appraisal assignments, appraisal review assignments or for other litigation purposes. The types of property appraised include many property classifications including vacant land, office and retail, industrial and multifamily properties. A current copy of the appraiser qualifications included with each appraisal report submitted by Mr.

Haskins, as well as a summary of recent appraisal assignments, is included by attachment.

Key Personnel Bio https://appstate.az.gov

2.

Describe knowledge, technical skills and abilities to meet the contract requirements.

Mr. Haskins is an experienced real property appraiser with close to 30 years of experience. The vast majority of his work experience has been in the field of eminent domain appraisals. Appraisal assignments have included both total and partial acquisitions with some of the partial acquisitions involving complicated before and after valuations with severance damages and cost to cure analyses. These appraisal assignments often included multiparcel projects for highway improvement, street improvement, electrical line installations, gas line installations, or other similar projects. The projects have included both full fee title acquisitions as well as easement acquisitions of various types, including temporary construction easements.

3.

Describe education and training. How are the credentials, educational background, training, licenses, certifications, etc., relevant to the contract requirements.

Mr. Haskins has continuing education requirements to maintain his Certified General Real Estate Appraiser certificate and for his professional designation from the American Society of Appraisers. He also maintains memberships with the Appraisal Institute and the International Right of Way Association and has attended course offered by these organizations. Whenever possible, the continuing education coursework is selected to remain current on eminent domain valuations, general appraisal principles, and industry standards. The courses attended by Mr. Haskins and his past professional experience well prepare him to meet the contract requirements.

4.

Describe level of knowledge, familiarity, and experience with Federal, State, and industry standards.

The appraisal experience of Mr. Haskins has included appraisal assignments under both Federal and State guidelines over the past 30 years. Mr. Haskins is very familiar with the Federal, State and industry standards which would be required for this contract.

Timothy A. Haskins

3420 E. Shea Blvd, Suite 200 ⚫ Phoenix, Arizona 85028 ⚫ 602.264-0011 ⚫ info@azfas.com

EDUCATION

University of Arizona, B.S. in Business Administration, 1990

APPRAISAL CERTIFICATION, LICENSING AND MEMBERSHIPS

State of Arizona Certified General Real Estate Appraiser; Certificate No. 30668

Recertified through June 30, 2021

Accredited Senior Appraiser, (ASA) American Society of Appraisers (1995);

Recertified through October 30, 2025

• Officer – Phoenix Chapter of American Society of Appraisers (1994-1996)

• President – Phoenix Chapter of American Society of Appraisers (1997-1999)

Member, International Right of Way Association (2001)

PROFESSIONAL AFFILIATIONS

Practicing Affiliate, Appraisal Institute

VALUATION EXPERIENCE

• Owner, First Appraisal Services, PLC (2016-present)

• Senior Appraiser, First Appraisal Services, Inc. (2000 - 2015)

• Production Director/Senior Analyst, WMF Robert C. Wilson (1998-2000)

• Senior Managing Appraiser, Appraisal Sciences, Ltd. (1997-1998)

• Staff Appraiser, Appraisal Sciences, Ltd. (1990-1997)

EXPERT WITNESS

• Maricopa County Superior Court

• Pinal County Superior Court

SCOPE OF ASSIGNMENTS

• Eminent Domain, Estates, Tax Planning

• Industrial Facilities, Office Buildings, Residential Subdivisions and Residential Improvements

• Special Use Properties

• Vacant Land – Economic and Project Feasibility Analysis

• Eminent Domain, Estate Planning, Tax Planning

• Litigation Support

GEOGRAPHIC AREAS COVERED

Several Counties in the State of Arizona; Emphasis in Maricopa County Clark County, Nevada (1990-1998) Orange County, California (1990-1998)

REPRESENTATIVE LISTING OF CLIENTS

Arizona Department of Transportation Arizona State Land Department Arizona Public Service Bank One Trust Department Gallagher & Kennedy Gust Rosenfeld John F. Long (& Foundation) Maricopa County, Arizona

Mariscal, Weeks, McIntyre & Friedlander City of Mesa City of Phoenix Ryley Carlock & Applewhite Salt River Project City of Scottsdale State of Arizona – Attorney General's Office City of Tempe

APPRAISAL EDUCATION

• Course APP100; Professional Standards, Laws, Rules and Ethics, Rio Salado Community College (1991)

• Appraising Income Producing Property, Arizona School of Real Estate & Business (1992)

• Transportation Networks and Their Effect on Real Estate Values in Las Vegas, UNLV (1992)

• Basic Capitalization Course, Master Prep School (1993)

• State of Arizona Certification Exam (1993)

• Nevada Revised Statutes, Appraisal Training Center (1994)

• Course 2.3A; Litigation Valuation-The Appraiser’s Role as Expert Witness, National Association of Independent Fee Appraisers (1994)

• Comprehensive Exam – Real Property, Urban; American Society of Appraisers (1995)

• The Technical Inspection of Real Estate, The Beckman Company (1996)

• Nevada Real Estate Appraisal Statutes, Appraisal Institute (1996)

• USPAP Advisory Opinions, Appraisal Institute (1996)

• Course SE100; Uniform Standards of Professional Appraisal Practice (1998)

• Writing the Narrative Appraisal Report, Lincoln Graduate Center (1998)

• Course 410; National Uniform Standards of Professional Practice, Appraisal Institute (1999)

• Course 420; Standards of Professional Practice, Part B, Appraisal Institute (1999)

• Leasing Issues, Arizona School of Real Estate & Business (1999)

• Arizona Land Market, Arizona School of Real Estate & Business (1999)

• Attacking & Defending an Appraisal in Litigation, Appraisal Institute (2001)

• The Appraisal of Partial Acquisitions, International Right of Way Association (2002)

• Ethics and the Right of Way Profession, International Right of Way Association (2005)

• Uniform Standards of Professional Appraisal Practice, The Appraisal Foundation (2005)

• Eminent Domain Conference, CLE International (2005)

• Uniform Appraisal Standards for Federal Land Acquisitions, Appraisal Institute (2005)

• National Uniform Standards of Professional Appraisal Practice 2006 Update (2006)

• Valuation of Conservation Easements Certificate Program, Appraisal Institute (2008)

• National Uniform Standards of Professional Appraisal Practice 2008-2009 Update (2009)

• Business Practices and Ethics, Appraisal Institute (2009)

• National Uniform Standards of Professional Appraisal Practice 2009-2010 Update (2010)

• Office Building Valuation: A Contemporary Perspective, Appraisal Institute (2010)

• Principles of Real Estate Negotiation, International Right of Way Association (2010)

• Online Data Verification Methods, Appraisal Institute (2011)

• Principles of Real Estate Engineering, International Right of Way Association (2011)

• National Uniform Standards of Professional Appraisal Practice 2012 Update (2012)

• Business Practices and Ethics, Appraisal Institute (2013)

• Real Estate Finance Statistics and Valuation Modeling, Appraisal Institute (2013)

• Marketability Studies: Six-Step Process & Basic Applications, Appraisal Institute (2013)

• Condemnation Summit XIII, Bryan Cave LLP/Dickenson Wright|Mariscal Weeks (2013)

• National Uniform Standards of Professional Appraisal Practice 2014-2015 Update (2014)

• 2014 Spring Ag Forum, AZ Chapter of the ASFMRA (2014)

• Condemnation Summit XV, Bryan Cave LLP/Dickenson Wright (2014)

• Forecasting Revenue, Appraisal Institute (2015)

• Condemnation Summit XVI, Bryan Cave LLP/Dickenson Wright (2015)

• Small Hotel/Motel Valuation, Appraisal Institute (2015)

• National Uniform Standards of Professional Appraisal Practice 2016-2017 Update (2016)

• 2016 Spring Ag Forum, AZ Chapter of the ASFMRA (2016)

• Condemnation Summit XVII, Quarles & Brady/Gust Rosenfeld (2016)

• Marshall & Swift Commercial Cost Approach Certification (2017)

• Uniform Appraisal Standards for Federal Land Acquisitions, Appraisal Institute (2017)

• National Uniform Standards of Professional Appraisal Practice 2018-2019 Update (2018)

• Condemnation Summit XXII, Gallagher & Kenney/Jennings Strouss (2018)

• Business Practices and Ethics, Appraisal Institute (2018)

• National Uniform Standards of Professional Appraisal Practice 2020-2021 Update (2019)

• Subdivision Valuation, Appraisal Institute (2020)

• Introduction to Commercial Appraisal Review, McKissock (2020)

Summary of Recent Appraisal Assignments

Date Client

Property Type

Property Location Purpose Description

Sep-20 ASLD Vacant Land

Phoenix, AZ

Disposition State Trust land for right-of-way application

Sep-20 ASLD Vacant Land

Mesa, AZ

Disposition State Trust land for right-of-way application

Aug-20 Private Client Single-Family Residence

Phoenix

Planning Estate purposes

Jul-20 ADOT Multi-Parcel Project (2)

Maricopa County

Eminent

Domain

Transportation project for State Route 30 with partial and total acquisitions

Jun-20 Phoenix Multi-Parcel Project (8)

Phoenix, AZ

Eminent

Domain

Transportation project for expansion of light rail

(Northwest extension)

Feb-20 Private Client Vacant Land Gilbert, AZ

Litigation Partial acquisition from property for transportation project

Jan-20 ADOT Multi-Parcel Project (12)

Maricopa County

Acquisition Advance acquisition of residential properties

Jan-20 Tempe Multi-Parcel Project (4)

Tempe, AZ

Eminent

Domain

Sidewalk improvement project

Oct-19 Phoenix Multi-Parcel Project (80)

Phoenix, AZ

Eminent

Domain

Transportation project for expansion of light rail

(South Central extension)

Aug-19 ADOT Multi-Parcel Project (10)

Maricopa County

Acquisition Advance acquisition of residential properties and vacant land

May-19 ADOT Vacant Land

Maricopa County

Disposition Excess land appraisal

Mar-19 Private Client Vacant Land Yavapai County

Acquisition Modification of access control

Jan-19 ADOT Vacant Land

Maricopa County

Eminent

Domain

Acquisition of access control

Dec-18 ASLD Vacant Land

Maricopa County

Disposition State Trust land for right-of-way application

Dec-18 Phoenix Multi-Parcel Project (3)

Phoenix, AZ

Eminent

Domain

Sidewalk improvement project with partial acquisitions & TCEs

Nov-18 ADOT Industrial

Phoenix, AZ

Disposition Multi-building industrial office/warehouse

Oct-18 ADOT Vacant Land

Yuma, AZ

Disposition Excess land appraisal

Oct-18 Mesa Multi-Parcel Project (15)

Mesa, AZ

Eminent

Domain

Roadway improvement project with partial acquisitions & PUEs

Oct-18 Phoenix Vacant land

Phoenix, AZ

Eminent

Domain

Total acquisition for water services project

Oct-18 Private Client Industrial

Phoenix, AZ

Planning Office/warehouse property

Aug-18 AZDES Office

Phoenix, AZ

Disposition Office building

Aug-18 AZDES Single-Family Residence

Flagstaff, AZ

Disposition Former assisted living center

Aug-18 ADOT Vacant Land

Mesa, AZ

Disposition Excess land appraisal

Aug-18 ADOT Vacant land

Glendale, AZ

Disposition Excess land appraisal

Aug-18 ASLD Vacant Land

Maricopa County

Disposition State Trust land for right-of-way application

Jun-18 ADOT Vacant Land

Yuma, AZ

Disposition Excess land appraisal

Jun-18 ADOT Vacant land

Mesa, AZ

Disposition Excess land appraisal

Apr-18 Private Client Office

Flagstaff, AZ

Planning Office building in downtown Flagstaff

Date Client

Property Type

Property Location Purpose Description

Mar-18 ADOT Vacant Land

Phoenix, AZ

Eminent

Domain

Acquisition of TCE

Mar-18 Private Client Multi-Parcel Project (8)

Statewide

Estate Vacant land, SFRs and mobile home park

Feb-18 Goodyear Multi-Parcel Project (2)

Goodyear, AZ

Planning Former city office buildings

Jan-18 ADOT Industrial

Phoenix, AZ

Disposition Multi-building industrial office/warehouse

Dec-17 Youngtown Multi-Parcel Project (5)

Youngtown, AZ

Planning Vacant land and industrial properties

Dec-17 ASLD Vacant Land

Maricopa County

Disposition State Trust land for right-of-way application

Nov-17 Phoenix Transit Center

Phoenix, AZ

Disposition Land appraisal of an existing transit center

Oct-17 AZ State Parks Industrial

La Paz County

Acquisition Appraisal of rural industrial property and excess land

Sep-17 ADOT Office Mesa, AZ

Disposition Appraisal of multi-building office property

Sep-17 ASLD Vacant Land

Maricopa County

Disposition State Trust land for right-of-way application

Aug-17 Private Client Multi-Parcel Project (3)

Phoenix, AZ

Estate Retail properties located in the Phoenix area

Aug-17 Stewart Title Vacant Land

Yuma County

Litigation Land appraisal of two residential lots in Yuma

County

Jul-17 Private Client Vacant Land

Phoenix, AZ

Planning Vacant land appraisal

Jul-17

Jul-16

Connect 202 Multi-Parcel Project (11)

Phoenix, AZ

Eminent

Domain

Freeway construction project with partial acquisitions, PUEs & TCEs (some with cost to cure)

Apr-17 ADOT Vacant land

Sierra Vista, AZ

Eminent

Domain

Road improvement project

May-17 Private Client Office Condo

Scottsdale, AZ

Estate Office condominium in Scottsdale, AZ

May-17 ADOT Multi-Parcel Project (2)

Cochise County

Eminent

Domain

Road widening project with partial acquisitions &

TCEs

Feb-17 Phoenix Multi-Parcel Project (6)

Phoenix, AZ

Eminent

Domain

Light rail station improvements with partial acquisitions, PUEs & TCEs

ADOT: Arizona Department of Transportation

ASLD: Arizona State Land Department

ASU: Arizona State University

AZDES: Arizona Department of Economic Security

Category: Billboard/Outdoor Advertising Appraisal

NOT PROPOSED

2-BPM002912 _NOT PROPOSED-Billboard_Outdoor Advertising Appraisal