CTR054963_Contractor_Proposal.pdf

Procurement

PRICE INCREASE PERCENTAGES

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

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 _________0__________% Maximum Increase

2nd Renewal Period ________0__________% Maximum Increase

3rd Renewal Period ________0___________% Maximum Increase

4th Renewal Period ________0__________% 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.

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 Sara R. Baker, MAI, SRA Project Role Appraiser/owner

Current Position with Company Owner Years in Position

14 years as appraiser; 4 years as owner

Availability / Current Workload Available for appraisal assignments.

Education

My formal education is a Bachelor’s Degree in Comparative Literature from Washington University and a Master’s Degree from the University of California.

Since obtaining my professional designations and Arizona General Certification, I have taken continuing education to maintain this certification and professional designations.

Professional Qualifications, Licenses, Certifications, etc.

Certified General Real Estate Appraiser (Certificate No. 31679); holds professional designations of MAI and SRA with the Appraisal Institute.

Relevant Work Experience

1.

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

I have performed appraisal services for a variety of clients, including government entities, attorneys, private individuals, title companies, utility companies, financial institutions, and businesses. Government entities for which I have provided appraisal services include the City of Tucson, Pima County, Town of Marana, Town of Oro Valley, Town of Sahuarita, and ADOT. I have appraised a variety of property types including retail properties, C-stores, offices, medical offices, specialty medical properties, industrial properties, apartments, single family residences, assisted living homes, hotels, shopping centers, restaurants, and vacant land (commercial and residential).

I have completed numerous appraisal assignments for litigation and eminent domain purposes. I have testified in trials, depositions, and order to show cause hearings and am qualified as an expert witness in Pima County Superior Court. I testified in a trial involving a claim against Pima County in a case involving a vacant lot and in a marriage dissolution trial in a case involving a residential property in Pima County. I am the expert witness for multiple condemnation cases filed by the City of Tucson, including some ongoing cases, and one case filed by the Attorney General’s Office for ADOT. I have assisted attorneys in other cases that have settled before trial.

2.

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

I have completed hundreds of eminent domain appraisals for several government entities. Properties types for these eminent domain appraisal assignments include retail, shopping centers, offices (single tenant and multi-tenant), C-stores, medical offices, single family residences, restaurants, interim use properties, and vacant land (commercial and residential). Appraisal assignments for eminent domain have included total and partial acquisitions utilizing the state rule, including before and after values, and addressing issues of severance and special/general benefits. These appraisal assignments have included fee simple, easement, and temporary construction easement acquisitions.

In my eminent domain appraisals, I have addressed issues including changes in access, changes in parking, and changes in highest and best use. I have appraised properties with different zones of value and have addressed larger parcel issues. I have completed assignments addressing the issue of the impact on property value of road widening to residential properties.

3.

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

I hold a master’s degree in Social Welfare from the University of California, Los Angeles. I am a Certified General Real Estate Appraiser in Arizona and I hold the MAI and SRA designations from the Appraisal Institute. As part of obtaining my designations, I took numerous classes, including classes in the sales comparison approach, cost approach, income approach, and highest and best use. Since obtaining my Arizona state general certification and Appraisal Institute designations, I have taken continuing education classes and seminars. These have included USPAP, The Appraiser as Expert Witness, Complex Litigation Appraisal Case Studies, Litigation Appraising:

Specialized Topics and Applications, Arizona Condemnation Summit, The Discounted Cash Flow Model, Marketability Studies, and other topics related to real estate appraisal.

4.

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

I have appraised hundreds of properties in Pima County and additional appraisals in other counties, including Cochise County, Pinal County, Yuma County, Santa Cruz County, and Gila County. I have appraised a variety of property types including retail properties, C-stores, offices, medical offices, specialty medical properties, industrial properties, apartments, single family residences, assisted living homes, hotels, shopping centers, restaurants, and vacant land (commercial and residential). I have appraised properties for eminent domain purposes in Pima County, including for Pima County, City of Tucson, ADOT, Town of Marana, and Town of Oro Valley. I have also appraised properties as part of multi-parcel projects for these clients. I have completed appraisals for other litigation purposes in Pima County as previously discussed. I have testified in Pima County. I am the Expert Witness for condemnation filed by the City of Tucson and numerous condemnation cases that have been resolved.

I have completed appraisal assignments for title companies and private individuals in Pima County, Pinal County, Gila County, Yuma County, Cochise County, and Santa Cruz County. I have completed appraisal assignments for property types in these counties including office buildings, industrial buildings, retail buildings, residences, and vacant land (residential and commercial).

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 Thomas A. Baker, MAI, SRA Project Role Appraiser/owner

Current Position with Company President Years in Position

42 years as appraiser; 10 years as President

Availability / Current Workload Available for appraisal assignments on projects of any size.

Education

My formal education is an MBA from the University of Arizona. Since obtaining my professional designations and Arizona General Certified Appraiser, I have taken continuing education to maintain this certification and professional designations. I have also taught Real Estate Practice and Procedures and Supervisory Appraiser Classes to individuals seeking to be certified or licensed by the State of Arizona.

Professional Qualifications, Licenses, Certifications, etc.

Certified General Real Estate Appraiser (Certificate No. 30139); holds professional designations of MAI and SRA with the Appraisal Institute.

Relevant Work Experience

1.

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

I have been performing real property appraisals in Arizona since 1978. I have performed appraisal assignments for many clients including business entities, individuals, financial institutions, attorneys, CPA firms, title companies, utility companies, and governmental agencies. I have performed appraisal assignments for many property types including shopping centers, retail buildings, C-stores, office buildings, (multi-tenant and single occupant), medical buildings (including specialty medical centers), mobile home parks, industrial buildings (distribution, manufacturing, tech space, and multi-tenant), religious facilities, hotels, restaurants (fast food and sit down), elderly care facilities, apartments, single-family homes, subdivisions, irrigated farm land, and vacant land (residential and commercial).

I have completed hundreds of appraisal assignments for condemnation proceedings for many governmental agencies. As part of these assignments, I have testified at order to show cause hearings, depositions, and court trial testimony. I have assisted attorneys and attended pre-trial settlement conferences. I have qualified as an expert witness in United States Federal District Court, United States Bankruptcy Court, Pima County Superior Court, Pinal County Superior Court, Santa Cruz County Superior Court, and Maricopa County Superior Court. I have testified in over approximately 150 depositions (95% being eminent domain) and provided testimony in approximately 35 court trials (approximately 28 condemnation proceedings) over the period of my appraisal career.

2.

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

I have completed thousands of eminent domain appraisal assignments for many governmental agencies including US Justice Department, ADOT, Pima County, City of Tucson, Town of Marana, Town of Oro Valley, Town of Sahuarita, Graham County, City of Safford, Cochise County, City of Sierra Vista, City of Yuma, Santa Cruz County, and City of Nogales. Appraisals for these clients have been acquisitions involving C-stores, hotels, shopping centers, retail buildings, restaurants (fast food and sit down), office buildings, industrial properties, religious facilities, single-family homes, irrigated farm land, interim use properties, and vacant land (residential and commercial).

Appraisal assignments have included properties for total acquisition as well as partial acquisitions utilizing the state rule, including before and after values, addressing issues of severance and special/general benefits. In completing eminent domain appraisal assignments, I have addressed issues relating to changes in Highest and Best Use and changes in access issues. In completing appraisal assignments, I have addressed issues of larger parcel and many appraisals have addressed issues relating to zone of value. In completing appraisal assignments, I have completed studies on the impact of loss of parking, loss of visibility, impact of road widenings to residential properties, issues relating to impact on property values from high voltage transmission lines, studies on proximity to waste water treatment plants, studies on proximity to towers with surveillance cameras, studies on proximity to communication towers, and studies on proximity to municipal water tanks. I have completed appraisal assignments for litigation involving impact on value from soil and ground water contamination, studies on proximity to electrical substations, and a study on the proximity to a solar field. I have also completed appraisal assignments for litigation involving marriage dissolution, bankruptcy proceedings, loss of easement rights, impact on value from structural damage to single family homes, and delay damages.

3.

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

In obtaining the professional designations of MAI and SRA, I took appraisal course work relating to Highest and Best Use, Cost Approach, Income Approach, and Sales Comparison Approach. Since obtaining my professional designations and Arizona General Certified Appraiser, I have taken continuing education to maintain this certification and professional designations. These continuing education classes and seminars have included USPAP;

Condemnation seminars offered by the Appraisal Institute; Complex Litigation Case Studies; Fundamentals of Separating Real Property, Personal Property, and Intangible Business Assets; Expert Witness Testimony Seminar;

Attendance at and speaker at Condemnation Summits; Seminar in Real Estate Damages; Yellow Book Seminar for Federal Acquisitions; and many other topics relating to real estate appraisal. I have also taught Real Estate Practice and Procedures and Supervisory Appraiser Classes to individuals seeking to be certified or licensed by the State of Arizona.

4.

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

I have completed thousands of eminent domain appraisals for ADOT, U.S. Justice Department, City of Tucson, Pima County, Town of Marana, Cochise County, City of Yuma, Santa Cruz County, City of Nogales, as well as many other government jurisdictions. These appraisals were always prepared conforming to USPAP standards as well as meeting any requirements of government jurisdictions. I have completed hundreds of eminent domain appraisals in Pima County for governmental agencies, including ADOT, Pima County, City of Tucson, Town of Marana, Town of Oro Valley, and Town of Sahuarita. I have completed many multi-parcel projects for these clients in Pima County, Yuma County, Pinal County, Graham County, Cochise County, Greenlee County, and Santa Cruz County over the years. I have also completed eminent domain appraisal assignments for Utility companies for properties located in Pima County. These include Tucson Electric Power Company and Kinder Morgan. I have also completed appraisal assignments for Tucson Airport Authority. I have completed eminent domain, as well as other appraisal assignments in Pima County, Pinal County, Graham County, Yuma County, Greenlee County, Cochise County, Gila County, Yavapai County, and Santa Cruz County. These eminent domain appraisal assignments were completed for clients that include the US Department of Justice, ADOT, City of Nogales, Santa Cruz County, Graham County, City of Safford, Cochise County, and City of Yuma. I have also completed eminent domain appraisal assignments for Gila Valley Irrigation District.