HomeMy WebLinkAbout2006-192 Contract - Winterstar Valuations
Contract for PERSONAL SERVICES less than $25,000
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ASHLAND CONTACT~O ~Fnz.U;>~L MAr
I ADDRESS ~ II W:;;;; v\o Ave. p~ 1=A~:I"D
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I TELEPHONE (~s'+7-J (iB
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I FAX: (9~) :2ss-1'1Y7
20 East Main Street
Ashland, Oregon 97520
Telephone 541/488.-8002
Fax: 541/488-5311
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FINANCE ECTOR
OR
1lfLE ?~~SJ D~T .. DATE 1615~/~~I~ISTRATO~_____
Wa.ft1=~~~ ~LPAV1~S~CONTENTREVIEW I
DATE 0(':(- l(- ~(p By: ~.) ___
T City Department Head
FederallD# gf - 0 ~cr OC;; I
'Completed W9 form must be submitted with contract
Date. __/o/~~~___
ACCOUNT #
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WINTERS TAR VALUATIONS, IHe.
~
511 West 22Rd Ave,
(208) 457-1148
(866) 233-1947 Fax
'!!Y!Y:!::. winterstar.us
Post Falls, 10 83854
(208) 699-3817 Cell
TED FARWELL MAl
winterstar@adeIDhia.net
TO:
FROM:
SUBJECT:
DATE:
Mr. Lee Tuneberg
Mr. Ted Farwell MAl
Statement of scope of work
Mt Ashland Ski Area asset liquidation value estimate
October 11, 2006
The 2006 USAP (Uniform Standards of Professional Appraisal Practice) regulations now include a "Scope
of work rule". It says "An appraiser must properly identify the problem to be solved in order to determine
the appropriate scope of work. The appraiser must be prepared to demonstrate that the scope of work is
sufficient to produce credible assiQnment results"
It is my understanding that the City of Ashland holds the USFS Special Use Permit for the Mt. Ashland Ski
Area, located on the Rogue River-Siskiyou National Forest. The city in turn has leased the operation of
the ski area to Mt. Ashland Association, an Oregon not-for-profit corporation.
The lease agreement has, among other clauses, Clause 7.1 that "ensures that the actual liQuidation value
of the Leased property is not less than the Minimum liQuidation Value of the leased propertv..
The City of Ashland wishes to evaluate the current potential liquidation value of the ski area assets and
has entered into a contract with Winterstar Valuations, Inc. to prepare such an analysis.
The Scope of work:
Winterstar Valuations, Inc. proposes to put together a team of experts to inspect and evaluate to existing
assets to determine the most probable liquidation value if sold and removed on the date of inspection.
The client is:
The property appraised is:
The City of Ashland, OR
All assets owned by the City of Ashland that are required
to operate the Mt. Ashland Ski Area.
Liquidation value.
Date of physical inspection on or about October 24,
2006
The type of value is:
The date of value is:
Our procedure is to first identify all of the assets with potential value upon ski area closure, next to inspect
each piece of equipment for its condition and finally prepare an estimate of its value in place prior to
removal. In the case of assets that require significant costs to remove (ie: ski lifts) we will estimate such
removal costs.
We anticipate that the major items will be the ski lifts, the grooming and other vehicles, the rental skis,
snowboards, the wastewater treatment plant and the 275K generator.
We anticipate that small items such as furniture, fixtures, tools, computers, office equipment, etc. would
be offered in bulk or at auction, and we have no way of reliably estimating their value.
Where items are routinely offered in used equipment sales outlets, and a used value can be supported,
the item will be evaluated. (ie: Kitchen equipment, )
No capitalized costs for planning and/or environmental studies have any liquidation value.
~
W1NTERSTAR VALUATIONS, INC.
~
511 West 22"d Ave,
(208) 457-1148
(866) 233-1947 Fax
~ winterstar.us
Post Falls, ID 83854
(208) 699-3817 Cell
TED FARWELL MAl
winterstar@adelphia.net
TO:
FROM:
SUBJECT:
DATE:
Mr. Lee Tuneberg
Mr. Ted Farwell MAl
Statement of scope of work
Mt Ashland Ski Area asset liquidation value estimate
October 11, 2006
The 2006 USAP (Uniform Standards of Professiorel Appraisal Practice) regulations now include a "Scope
of work rule". It says" An appraiser must properly identify the problem to be solved in order to determine
the appropriate scope of work. The appraiser must be prepared to demonstrate that the scope of work is
sufficient to produce credible assiqnment results"
It is my understanding that the City of Ashland holds the USFS Special Use Permit for the Mt. Ashland Ski
Area, located on the Rogue River-Siskiyou National Forest. The city in turn has leased the operation of
the ski area to Mt. Ashland Association, an Oregon not-for-profit corporation.
The lease agreement has, among other clauses, Clause 7.1 that "ensures that the actualliauidation value
of the Leased property is not less than the Minimum Liauidation Value of the leased property."
The City of Ashland wishes to evaluate the current potential liquidation value of the ski area assets and
has entered into a contract with Winterstar Valuations, Inc. to prepare such an analysis.
The Scope of work:
Winterstar Valuations, Inc. proposes to put together a team of experts to inspect and evaluate to existing
assets to determine the most probable liquidation value if sold and removed on the date of inspection.
The client is:
The property appraised is:
The City of Ashland, OR
All assets owned by the City of Ashland that are required
to operate the Mt. Ashland Ski Area.
Liquidation value.
Date of physical inspection on or about October 24,
2006 .
The type of value is:
The date of value is:
Our procedure is to first identify all of the assets with potential value upon ski area closure, next to inspect
each piece of equipment for its condition and finally prepare an estimate of its value in place prior to
removal. In the case of assets that require significant costs to remove (ie: ski lifts) we will estimate such
removal costs.
We anticipate that the major items will be the ski lifts, the grooming and other vehicles, the rental skis,
snowboards, the wastewater treatment plant and the 275K generator.
We anticipate that small items sudl as furniture, fixtures, tools, computers, office equipment, etc. would
be offered in bulk or at auction, and we have no way of reliably estimating their value.
Where items are routinely offered in used equipment sales outlets, and a used value can be supported,
the item will be evaluated. (ie: Kitchen equipment, )
No capitalized costs for planning and/or environmental studies have any liquidation value.
l
~
W1NTERSTAR VALUATIONS. INC.
~
511 West 22nd Ave,
(208) 457-1148
(866) 233-1947 Fax
www: winterstar.us
Post Falls, 10 83854
(208) 699-3817 Cell
TED FARWELL MAl
winterstar@adelphia.net
TO:
FROM:
SUBJECT:
DATE:
Mr. Lee Tuneberg
Mr. Ted Farwell MAl
Statement of scope of work
Mt Ashlan'd Ski Area asset liquidation value estimate
October 4,2006
The 2006 USAP (Uniform Standards of Professional Appraisal Practice) regulations now include a "Scope
of work rule". It says "An appraiser must properly identify the problem to be solved in order to determine
the appropriate scope of work. The appraiser must be prepared to demonstrate that the scope of work is
sufficient to produce credible assianment results"
Mt. Ashland As
The lease agreem as, among other clauses, Clause 7.1 that "ensures that the actual liquidation value
of the Leased property is not less than the Minimum Liquidation Value of the leased property."
The City of Ashland wishes to evaluate the current potential liquidation value of the ski area assets and
has entered into a contract with Winterstar Valuations, Inc. to prepare such an analysis.
The Scope of work:
Winterstar Valuations, Inc. proposes to put together a team of experts to inspect and evaluate to existing
assets to determine the most probable liquidation value if sold and removed on the date of inspection.
The client is:
The property appraised is:
The type of value is:
The date of value is:
The City of Ashland, OR
All assets owned by the City of Ashland that are required
to operate the Mt. Ashland Ski Area.
Liquidation value.
Date of physical inspection on or about October 24,
2006
Our procedure is to first identify all of the assets with potential value upon ski area closure, next to inspect
each piece of equipment for its condition and finally prepare an estimate of its value in place prior to
removal. In the case of assets that require significant costs to remove (ie: ski lifts) we will estimate such
removal costs.
We anticipate that the major items will be the ski lifts, the grooming and other vehicles, the rental skis,
snowboards, the wastewater treatment plant and the 275K generator.
We anticipate that small items such as furniture, fixtures, tools, computers, office equipment, etc. would
be offered in bulk or at auction, and we have no way of reliably estimating their value.
Where items are routinely offered in used equipment sales outlets, and a used value can be supported,
the item will be evaluated. (ie: Kitchen equipment, )
No capitalized costs for plannirig and/or environmental studies have any liquidation value.
i
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Page 1 / 1
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CITY OF
ASHLAND
20 E MAIN ST.
ASHLAND, OR 97520
(541) 488-5300
r
07165
-,
VENDOR: 011569
WINTERSTAR VALUATIONS INC
511 WEST 22ND AVENUE
POST FALLS, ID 83854
SHIP TO: City of Ashland-Warehouse
(541) 488-5354
90 N MOUNTAIN
ASHLAND, OR 97520
FOB Point:
Terms: Net
Req. Del. Date:
Speciallnst:
Req. No.:
Depl: PUBLIC WORKS
Contact: Lee TuneberQ
Confirming? No
Contractor to prepare an appraised
liquidation value estimate of Mt
Ashland Association fixed assets as of
date of inspection.
25,000.00
Not to exceed $25,000
Contract for Personal Services
Date of aQreement: 10/4/2006
BeQinninQ date: 10/20/2006
Completion date: 12/07/2006
BILL TO: Account Payable
20 EAST MAIN ST
541-552-2028
ASHLAND, OR 97520
SUBTOTAL
TAX
FREIGHT
TOTAL
2
0.00
0.00
25,000.00
~ ~Slgnature
VENDOR COpy
A request for a Purchase Order
REQUISITION FORM
CITY Of
ASHLAND
Date of Request:
THIS REQUEST IS A:
o Change Order( existing PO #
Required Date of Delivery/Service:
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Vendor Name:
Address:
City, State, Zip:
Phone:
Fax Number
Deliver Location
Services Only
Description
{)Y"UY,Lrt ()-f'... Ovf~sel^ U.Q~M-1l'W'
VoJ.w ~,~-l( o\- t-^t. As~L~
~cc\ G\-'t', if"' -0', ~~ l\ ~ +> 0.) ot
ACt +..t 0-\ \'0.$ (If of, ()'\ .
Total Cost
f'\o-\, ~'tXaea
2. 6,ooo.;.QO
Solicitation Process:
Exempt 3 Written Quotes
(copies attached)
Invitation to Bid
(copies on file)
Request for
Proposal (copies on file)
Account Number b ] j). ~ J. J 2. {) 9- JR.D !:L'-o_o
'Please attach the Original signed contract and Insurance certificate.
Materials Only
Item # Quantity Unit
Description
Unit Cost Total Cost
TOT AL COST OF
THE MATERIALS
Account Number
. . . .
--- -- -- -- ------
'Please attach the quotes.
Employee Signature: ~~ Supervisor/Dept. Head Signature:
NOTE: By signing this requisition orm, I certify that the above request meets the City of Ashland Solicitation Process reqUirements and ca
when necessary.
G :FinanceIProcedureIAPlForms\8_Requisition toon.doc
Updated on:07/15102
CITY OF
ASHLAND
Memo
DATE:
October 11 , 2006
TO:
Kari Olson, Purchasing Representative
FROM:
Lee Tuneberg, Administrative Services and Finance Director
Administrative Services M
Appraisal of Mt. Ashland
DEPT:
RE:
Council directed staff at the September 6,2006 Study Session to do an appraisal of Mt.
Ashland Association's assets per the section 7.1.3 of the lease agreement. Due to the timing
of the contract, the usual bid process was not able to be carried out. Staff generated a list of
four appraisers that were qualified to perform this service and Mt. Ashland was allowed to
select which appraiser they would prefer. Winterstar Valuations, Inc. has been selected as the
appraiser.
ADMINISTRATIVE SERVICES DEPARTMENT
D. L. Tuneberg, Director Tel: 541-488-5300
20 East Main Street Fax: 541-552-2059
Ashland, Oregon 97520 TTY: 800-735-2900
www.ashland.or.us
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