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HomeMy WebLinkAbout2015-123 Contract - McCandles Appraisal Contract for GOODS AND SERVICES Small Procurement less than $5,000 i INDEPFNDF.NT CONTRACTOR: McCandles Appraisal, LLC CONTACT: Jonelle R. McCandies ADDRESS: PO Box 187 Medford, OR 97501 340 S. Pioneer Street TELEPHONE: 541-772-8428 -Office 541-821-8500 - Cell Ashland, Oregon 97520 Telephone: 5411488-5340 Fax' BEGINNING DATE: May 11_2015 COMPLETION DATE: Ma 28, 2015 COMPENSATION: $3,200 - per 'Exhibit B" GOODS AND SERVICES TO BF PROVIDED: Appraisal report for 720 Clay Street in Ashland, Oregon. Report provided per the 20142015 edition of the Uniform Standards of Professional Appraisal Practice, Standards Rule 2-2, narrative format. Type of Value: Current "as-is" market value. Value Approaches: Sales comparison approach only. NOW THEREFORE, pursuant to AMC 2 50-090 and after consideration of the Mutual covenants contained herein the CITY AND CONTRACTOR AGREE as follows: 1. All Costs by Contractor: Contractor shall, provide all goods as specified above and shall at its oven risk and expense, perform any work described above and, unless otherwise specified, furnish all labor, equipment and materials required for the proper performance of such work. 2. Qualified Work: Contractor has represented, and by entering into this contract now represents, that any personnel assigned to the work required under this contract are fully qualified to perform the work to which they will be assigned in a skilled and worker-like manner and, if required to be registered, licensed or bonded by the Stale of Oregon, are so registered, licensed and bonded. Contractor must also nmaintain a current Ciiy , business license. ~f}pp~usu -tv M+ar- owncxsk,.V oF~pra~ i warKfr (c 4-4.U M,t,4,_S ~ncn s etctp{ 0,r-L-kM0Vrf C-0 p.11. V 3. Ownership of Production: All documents, materials or items produced by Contractor pursuant to this contract shall be the property of City. 4. Statutory Requirements: ORS 2796 220, 2796.2251 279B 230, 2796.235, ORS Chapter 244 and ORS 670 600 are made part of this contract. 5. Indemnification: Contractor agrees to defend, indemnify and save City, its officers employees and agents harmless from those losses, expenses, or other damages resulting fronm injury to any person or damage to property arising out of or incident to the negligent performance of this contract by Contractor its employees, or agents. Contractor shall not be held responsible for any losses, expenses, or other darnages, directly, solely. and proximately caused by the negligence of City. 6. Termination: City s Convenience. T his contract may be terminated at any time by the City. tAA (aue - K7at toe pa,& A. wwlc Ctaeaa ~p lu`µv,* a01 7. Independent Contractor Status: Contractor is an independent Contractor and riot an employee of the City. Contractor shall have tine complete responsibility for the performance of this contract. I 8. Non-discrimination Certification: Ttie undersigned certifies that the undersigned Contractor has not discriminated against minority, women or emerging small businesses enterprises in obtaining any required subcontracts. Contractor further certifies that it shall riot discriminate in the award of such subcontracts, if any. 9. Asbestos Abatement License: If required under ORS 468A 710, Contractor or Subcontractor shall possess an asbestos abatement license. 10. Assignment and Subcontracts: Contractor shall not assign this contract or subcontract any portion of the work. 11. Use of Recyclable Products: Contractor shall use recyclab;e products to the maximum extent econornically feasib'e in the performance of the contract work set forth in this document. 12. Default. The Contractor shall be in default of this agreement if Contractor commits any material breach or default of any covenant warrantyr certification, or obligation it owes under lire Contract- 13. insurance. Contractor shall at its own expense provide the following insurance: a. a. Worker's Compensation insurance in compliance with ORS 656.017, which requires subject employers to provide Oregon workers' compensation coverage for all their subject workers. Worker's compensation insurance is required if work is performed by employees, subcontractors, or volunteers. BY INITIALING THIS SENTENCE, CONTRACTOR CERTIFIES UNDER PENALTY OF LAW THAT THE WORT( REQUIRED BY THIS NED: CONTRACT SHALL BE PERFORMED SOLELY BY THE UNDERSIG I b. General Li tyil ty insurance 4vith a combined single limit, or the equivalent, orriot less than $1000,000 for each occurrence for Bedily Injury and Property Damage. "Mt.%er ckAX-i A<*KoVc~nI a t ItakliL,ty cwtrw,)t. (VpWSW kas Eao cwcrayc -4 41,000,001 ljAkit. c. Automobile Liability insurance v;ith a combined single limit, or the equivalent, of not less than $1,000,000 for each accident for Bodily Injury and Property Damage, including coverage for owned, hired or non owned vehicles, as applicable. 1>3001(30h) flyWrX^ 14. Governing Law; Jurisdiction; Venue: This contract shall be governed and construed in accordance with the laws of the State of Oregon ! 15. THIS CONTRACT AND ATTACHED EXHIBITS CONSTITUTE THE ENTIRE AGREEMENT BETWEEN THE PARTIES- NO WAIVER, CONSENT, MODIFICATION OR CHANGE OF TERMS OF THIS CONTRACT SHALL BIND EITI IER PARTY UNLESS IN WRIIING AND SIGNED BY BO -1 H PARTIES. Certification. Contractor shall sign the certification attached hereto as Exhibit A and herein incorporated by reference. Contractor: City of Ashland: By JGYUL, By Signature e ariment Flead _bAt° ~ le- R. plc~atnd fes ~~tu.-~f 611UL1 i l~ ~ Print Name Prin Nat e Title 7Dat W-9 One copy of a W-9 is to be submitted with the signed contract. Purchase Order No, itevis,~d Ili-28-14 Page 1 of 2 JVkCandles AyyraisaC 11 C Real Estate Appraisal & Consulting P.O. Box 187, Medford, Oregon 97501- 0013 Office 541- 772- 8428 Cell 541- 821- 8500 appraisals@mccand lesappraisal.com April 29, 201 5 Kathleen Kane Full Circle Real Estate Re: 335 Mistletoe Road - Vacant Commercial- Zoned Land 720 Clay Street - Single- Family Residence With Excess Land Dear Kathleen, Below are bid proposals for separate appraisals of the above referenced properties. It is my understanding that the purpose of the appraisals is the potential purchase of the properties by the city of Ashland for use as park land. 335 Mistletoe Road This property consists of 1.86 acres of vacant land contained in two tax lots, both zoned CM- MU. A portion of both tax lots lies within the 100- year flood plain, per Jackson County aerial overlays which will require an estimate of the usable site area and the use of an Extraordinary Assumption that the estimate is accurate, and that if the assumption later proves to be inaccurate that value impacts are possible and the appraisal might have to be amended. Report Type: Appraisal Report per the 2014- 201 5 edition of the Uniform Standards of Professional Appraisal Practice, Standards Rule 2- 2, narrative format. Type of Value: Current As- Is Market Value. Value Approaches: Sales Comparison Approach only. Fee: $2,000 Delivery Date: Anticipated date of completion of the report is mid-June 2015. 720 Clay Street This property consists of an older single- family residence on 3 acres of land zoned R- 1- 5 (5,000- SF minimum lot size). A significant portion of this property is impacted by flood hazard issues from a swale that crosses the property near its center, which will reduce the developable site area. Before this property can be further developed I'm pretty sure there will have to be a flood plain elevation site survey done to determine exactly how much of the site is usable. If such a survey has not yet been done I can estimate the usable site area from Jackson County aerial maps, but this will require the use of an Extraordinary Assumption that my estimate is accurate, and that if the assumption later proves to be inaccurate that value impacts are possible and the appraisal might have to be amended. Before I try to estimate the usable site area I will have to do some research into state land use laws in regards to flood hazard zones and where construction can and cannot take place. I will also have to do some research with the city Planning department in regards to access and other issues that might impact development of the property. The following bid proposal takes into consideration the complexity of this property, and will provide both a separate value for the residence on a single lot, and the property in its entirety. ® DATE (M M/DD/YYYY) A~~ o CERTIFICATE OF LIABILITY INSURANCE 5/8/2015 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER CONTACT NAME: 858-618-1655 CRES Insurance Services, LLC AICONN ExtJ;_800-880-2747 FAXC IA/, N P.O. Box 500810 AE-MAIL DDRESS: San Diego, CA 92150 INSURER) AFFORDING COVERAGE NAIC it CA Ins Lic OD85894 INSURER A: Lexington INSURED INSURER B : McCandles Appraisal, LLC INSURER Jonelle McCandels INSURER D: P.O. Box 187 INSURER E Medford, OR 97501 INSURER F : COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR_T TYPE OF INSURANCE -i LTR ADDL SUBR POLICY NUMBER MMIDD/YYYY MM DD/YYYY LIMITS COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $ _ I I DAMAGE TO RENTED h I CLAIMS-MADE 1 I OCCUR PREMISES iEa occurrence) S MED EXP (Any one person) S PERSONAL & ADV INJURY S GEN'L AGGREGATE LIMIT APPLIES PER GENERAL AGGREGATE $ POLICY PRO- L 1 LOC PRODUCTS - COMP/OP AGG $ 1 - , OTHER: S AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT S Ea-accide_nt)__ ANY AUTO BODILY INJURY (Per person) S ALL OWNED SCHEDULED -_J AUTOS _ AUTOS BODILY INJURY (Per accident) $ NON-OWNED PROPERTY DAMAGE $ HIREDAUTOS AUTOS -(Per accident)_ $ UMBRELLA LIAB JOCCUR EACH OCCURRENCE S EXCESS LIAB CLAIMS-MADE AGGREGATE $ I DED RETENTION$ S WORKERS COMPENSATION PER OTH- AND EMPLOYERS' LIABILITY YIN STATUTE _ ER_ _ - ANY PROPRIETOR/PARTNER/EXECUTIVE E.L. EACH ACCIDENT _ S OFFICER/MEMBER EXCLUDED? ❑ NIA - - (Mandatory in NH) E.L. DISEASE _-_EAEMPLOYEE _S If yes, describe under - DESCRIPTION OF OPERATIONS below E.L. DISEASE - POLICY LIMIT S $1,000,000/$1,000,000 C Errors & Omissions 018393921-01 7/28/2014 /28/2015 $5,000 DESCRIPTION OF OPERATIONS I LOCATIONS I VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) This policy covers McCandles Appraisal, LLC, while performing the professional services listed below: -Real Estate Appraisal Services CERTIFICATE HOLDER CANCELLATION City of Ashland Parks & Recreation Commission SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN 340 S. Pioneer Street ACCORDANCE WITH THE POLICY PROVISIONS. Ashland, Oregon 97520 AUTHORIZED REPRESENTATIVE ©1988-2014 ACORD CORPORATION. All rights reserved. ACORD 25 (2014/01) The ACORD name and logo are registered marks of ACORD I a r 11 ~~o"c V ~ ~ ..~~2 R~ fg ~ a,cJ 2~ b O c UJ Is. > ell g~ ►L. N t> 1 A ~rs t C V~ ' r X q to tq o r c o r fy. a -ra z a W IJA 7 f,y Q ~ a O CO Af W C ( U h to w8v 0 0 co O ! IS. Q W cr 4 cc w (C AA a Q 6 :V b „ f m 1L 1L q Z ' o • AS 0 00 mW a -jO w U W w U N v a zr w c nR b~~ LL p x o Ji a. w d~`p m oti o w OC{? 0.q c Q a .1j, 44o u c w U. E !~w 4C d d OtMn 5 c~ - -c y S. lit z sg o„ " u So ~L m -D i N X d f U S/ V ui T T ° ❑ U LLJ g Y } i ~ L3 S o x f am C_J C Q _ ~~oa a ` m Qp V /J m 7 7 n•` a U-1 El 0 'ri $ c ~ ro ti r, , CL s OW -j z p U ldr Q V (A L C f UI Q. a'. V U°.s W to -3c CD U a m ._AO 4] +t [C c d o 1! w ~„8 O :D Lsi d O w.47 .Qw z 4 V L] .J ._1 r o a Y Z NG w 1 °t o ~A oz a O O 0 w ?GM o ntF~ m c A4. r~ w w m u o • 7:, >j o- tl; ~ o z wo 2~ h O d -1 c. O w p ro aG L o 0. Z d :e m w u s m 0 rtt o v ~ ~i w + 0 ~ = C yl lA. O 7~ LJ U N A b u~; ` gOj /yam, d _H u no ai g C f#. 7 4 aw ~ to L3 :xr i Page 1 / 1 ASHLAND PARK COMMISSION 20 E MAIN ST. DATE PO NUMBER ASHLAND, OR 97520 511912015 00450 (541) 488-5300 VENDOR: 004649 SHIP TO: MCCANDLES APPRAISAL LLC PO BOX 187 MEDFORD, OR 97501 FOB Point: Req. No.: Terms: net Dept.: Req. Del. Date: Contact: Susan Dyssegard Special Inst: Confirming? No Quantity Unit Description Unit Price Ext. Price Appraisal for 720 Clay Street 3,200.00 Contract for Goods and Services Small Procurement Less than $5,000 Beqinninq date: May 11, 2015 Completion date: May 28, 2015 SUBTOTAL 3,200.00 BILL TO: TAX 0.00 FREIGHT 0:00 TOTAL 3,200.00 Account Number Project Number Amount Account Number Project Number Amount E 411.12.00.00.60410 E 000058.999 3,200.00 Authp?ized Signature VENDOR COPY FORM #3 CITY 01 ASHLAND "i..W ~1 Ol,rll_,f' REQUISITION Date of request: 5/15/2015 Required date for delivery: 5/19/2015 Vendor Name Mcr nnrilag Apprnigal< I I C I AOn• .Innallp R Mrrandlag Address, City, State, Zip PO Box 187. Medford. OR 97501 541-772-8428 - office 1541-821-8500 - cell Contact Name & Telephone Number Fax Number SOURCING METHOD ❑ Exempt from Competitive Bidding ❑ Emergency ❑ Reason for exemption: ❑ Invitation to Bid (Copies on file) ❑ Form #13, Written findings and Authorization ❑ AMC 2.50 Date approved by Council: ❑ Written quote or proposal attached ❑ Written quote or proposal attached ❑ Small Procurement Cooperative Procurement Less than $5,000 ❑ Request for Proposal (Copies on file) ❑ State of Oregon ❑ Direct Award Date approved by Council: Contract # ® VerbalMritten quote(s) or proposal(s) ❑ State of Washington Intermediate Procurement ❑ Sole Source Contract # GOODS & SERVICES ❑ Applicable Form (#5,6, 7 or 8) ❑ Other government agency contract $5,000 to $100,000 ❑ Written quote or proposal attached Agency ❑ (3) Written quotes and solicitation attached ❑ Form #4, Personal Services $5K to $75K Contract # PERSONAL SERVICES ❑ Special Procurement Intergovernmental Agreement $5.000 to $75.000 ❑ Agency ❑ Form #9, Request for Approval ❑ Less than $35,000, by direct appointment ❑ Written quote or proposal attached Date original contract approved by Council: ❑ (3) Written proposalshvritten solicitation Date approved by Council: (Date) ❑ Form #4, Personal Services $5K to $75K Valid until: Date Description of SERVICES Total Cost i I Property appraisal at 720 Clay Street in Ashland, Oregon - toward completion of the Open Space / Comprehensive Plan for the City of Ashland. $ 3,200 Item # Quantity Unit Description of MATERIALS Unit Price Total Cost I TOTAL COST ® Per attached quotelproposal $ 3,200 !I Project Number _ 000058 999 Account Number-411 -_12 -_00 -_00- -604100 _ I Account Number___-__-__- Account Number------ - 'Expenditure must be charged to the appropriate account numbers forthe financials to accurately reflect the actual expenditures. IT Director in collaboration with department to approve all hardware and software purchases: ITDirector Date Support-Yes/No By signing this requisi, on form, l certify that the City's public contracting requirements have been satisfied. Employee: Department Head: (Equal to or greater than $5,000) Department ManagerlSupervisor: City Administrator: (Equal to or greater than $25,000) Funds appropriated for current fiscal year.• YES NO Finance Director- (Equal to crgreaferlhan $5,000) Date Comments: Form #3 - Requisition