HomeMy WebLinkAbout06584 - LARRY L. SIMON & ASSOC. APPRAISER APPRAISAL SERVICES AGREEMENT
THIS APPRAISAL SERVICES AGREEMENT ithe --Agreement'*) is made this 29th
day of.luly, 1-01.1 (herein referred to as the -Effeciixe Date") by and bemeen the Cin of Palm
Springs. a California charter cn% ("City--). and Lam L. Simon X Associates :appraisers
("Consultant").who agree as follmys:
I. Services. Subject to the terms and conditions set forth in this :Agreement.
Consultant shall provide to the reasonable satisfaction of Cl-1 Y the services set forth in Exhibit
to this agreement. As a material inducement to CITY to enter into this Agreement.
Consultant represents and warrants that it has thoroughh imestigated and considered the scope
of services and fully understands the difficulties and restrictions in per-16nning the %cork.
Consultant represents that it is experienced in performing the N�ork and kill lollovy professional
standards in performance of the "ork. All services proN ided shall conform to all lederal. state
and local lasts. rules and regulations and to prolessional standards and practices. The terms and
conditions set forth in this Agreement shall control Deer am terns and conditions in Exhibit "A"
to the contras. `
2. Compensation and Fees.
a. Consultant shall be paid in accordance with the rates attached hereto as Exhibit
"A". but in no event shall Consultant's total compensation for all services performed under this
Agreement exceed Three Thousand Nice liundred Dollars (S?.4;00.00) vvithotst the prior written
authorization of the Cit% Nlanaeer or the City Managers desience I"Cite Manager'-). Consultant
shall be responsible fix notif}ing the Citt Manager if the not to exceed amount is about to
expended.
h. The aboNc fcc shall include all costs. includia_• but not limited to. all clerical.
administrative. overhead. insurance. reproduction, telephone. tratcl. auto rental. subsistence and
all related expenses.
3. Payment.
a. As scheduled services are completed. Consultant shall submit ut CITY an invoice
for the services completed. authorized expenses and authorized extra x%ork actually performed or
incurred.
b. CITY ttili pa} Consultant the amount invoiced ttithin thim_ (301 days after the
approral of the invoice.
C. Paxment shall constitute payment in frill for all services. authorized costs and
authorized extra pork coycred by that invoice.
4. Change Orders. No payment for extra services caused b\ a change in the scope
or complexity of work. or for any other reason. shall be made unless and until such extra sort ices
and a price therefore lia\e been previously authorized in writing and approved b\ the Cin
Nlanager as an amendment to this Aorectnent. The amendment shall set forth the charues of
work. extension of time for preparation. and adjustment of the fee to be paid b7 CITY to
Consultant.
Z; Licenses. Consuhant represents that it and an\ subcontractors it ma\ engage.
possess anc and all licenses which are required under state or federal latt to perform the work
contemplated b\ this Agreement and that Consultant and its subcontractors shall maintain all
appropriate licenses. during the performance of this Agreement.
6. Independent Contractor. At all times during the term of" this Aereement.
Consultant shall bean independent contractor and not an emplo\ee of CITY. MY Y shall have
the right to control Consultant onl% insofar as the result of Consultar.i s services rendered
pursuant to this Agrccmcnt. CIT1" shall not have the right to control the means b\ which
Consultant accomplishes ;ervices rendered pursuant to this Agreement. Consultant shall. at its
sole cost and expense. furnish all facilities. materials and equipment y\hich mac be required for
furnishing services pursuant to this Agreement. Consultant acknowledges that Consultant and
am subcontractors. agents or emplo\ecs employed br Consultant shall not_ under an\
circumstances. be considered employees of CH Y.
7. Consultant Aol Agent. Except as C I I Y may spccify in writing and as set forth
in this Agreement_ Consultant shall have no authorin. express or implied. to act on behalf of
CITY in. any capacity whatsoever as an aeent- Consultant shall ;tare no aathori%. express or
implied. to bind CITY to anc obligation whatsoever.
8. Assignment or Subcontracting. No assignment or subcontractim M Consultant
of an} part of this Agreement or of funds to be received under this Agreement shall be of ally
force or effect unless the assignment has had the prior written approval of CII Y. CII l" tnay
terminate this Agreement ratlicr than accept an\ proposed assignment or subcuntlacling. .
9. Insurance. Consultant shall maintain during the life of this Agreement
professional liability insurance covering errors and omissions arising out of the performance of
this :Agreement with a combined single limit of Sl.000.000. Consultant agrees to keep such
polio% in force and effect for at least three \cars from the date oC completion of this Agreement
as long as such insurance is ayailab!e on reasonabh acceptable terms. Consultant shall provide a
certificate of insurance eyidencina such coverage.
10. Time Is of the Essence. Time is of the essence in this Aurcemenl. Consultant
shall do all things necessary and incidental to the prosecution of Consultant's work.
It. Products of Consultant. The documents and appraisal report and other products
produced or prov ided by Consultant fix this :Aureement shall become the propem of CITY upon
receipt. Consultant shall deliver all such products to CITY prior to paNment fix same. CH Y may
use. reuse or othcry\ise utilized such products. but onl\ in connection with ("it\'s purchase or
acquisition of the prrperiy that is the subject of the appraisal.
12. Termination. City ManaLer maN for an\ reason terminate this Agreement br
eking the Consultant not less titan five (>i days written notice of intent to terminate. Upon
receipt of such notice. the Consultant shall immediate) cease work. unless the notice from City
Manager proxides othemise. Upon the termination of this .agreement. CITY shall pay
Consu]tant for services satisfactorily provided and all allovyable reimbursements incurred to the
date of termination in compliance with this Agreement. unless termination by CITY shall be for
cause. in which event CITY may %%ithhold am_ disputed compensation. CITY shall not be liable
for any claim of lost profits.
13. Maintenance and Inspection of Records. In accordance with general]\
accepted accounting principles. Consultant shall maintain reasonably full and complete books.
documents. papers. accounting records. and other information (collectivcy. the "record;)
pertaining to the costs of and completion of services performed winder this Agreement. City
Manager shall have access to and the right to audit and reproduce any of Consultant's records
regarding the sen ices provided under this ALreenhcnt. Consultant shall maintain all such records
for a period of at least three 1.3) }cars after termination or completion of this Agreement.
Consultant agrees to make available all such records for inspection or audit at its oflices during
normal business hours and upon three )3) days notice from City %lanager. and copies thereof
shall he furnished if requested.
14. Governing Law. This Agreement shall be construed in accordance \\ith and
governed by the layvs of the State of California and Consultant agrees to submit to the
jurisdiction of Ca:iforia courts.
13. Integration. This Agreement constitutes the entire agreement of the parties. No
other agreenhent. oral or written. pertaining to the work to be performed under this Agreement
shall be of any t6rCe or effect unless it is in \Aritin- and signed bN both parties. AnN �wrk
performed vyhich is inconsistent with or in violation of the provisions of this :Agreement shall not
be compensated.
16. Notice. Except as othemise provided herein. all notices required under this
Agreement shall be in writing and delivered personal]y or by first class mail. postage prepaid- to
each party at the address listed bclota. Either part% max change the notice address by notifying
the other pam in writing. Notices may be sent by either facsimile or L S. Mail. Notices shall be
deemed receked upon receipt of same or within 3 days ofdeposit in the U.S. Mail. whichever is
earlier. Notices sent by facsimile shall be deemed recened on the date of, the facsimile
transmission.
TO "CONSULTANT' TO`CITY":
Larn L. Simon, MAI John S. Ras mond
75-153 Spyglass Drive City of Pahn Springs
Indian Wells. CA 9"10 P.O. Box 2743
Phone: 760.610.1820 Palm Springs. CA 92262
Fax: 760.262.3149 Phone: 760.32 3.8228
E-Mail: simon.appraiser ii gmail.com John.Ra%mond a palmspringsca.goy
IN WITNESS of this A_reement. the patties haw entered into this :\greement as of the
tear and day first aboN e %�ritten_
C'ONSLLTANT" "CITY"
LARRY L. SIMON & ASSOCIA 1 FS CH Y OF PAIAI SPRI\GS
By � ��� 13c John S. Racmond. Director
COmmUnil) K Economic DeNclopmem
RN. , I lol land. Citc Auornc�
Communitc K Economic Derclopnrent
IN WITNESS of this Agreement,the parties have entered into this Agreement as of the
year and day first above written.
"CONSULTANT" "CITY"
LARRY L.SIMON`&ASSOCIATES CITY OF PALM SPRINGS
By: ) By: John S. Raymond,Director
Community&Economic Deve opment
J
By. Holland. City Attorney
Comm�ity&Economic Development
ATTEST: ,
U.irLU"'r
ity Clerk 3
APPROVED BY DEPARMENT HEAD
hkt,��mp0 Ab�l�
EXHIBI I A
SCOPI: OF S[:Rvlcr:s
AITACI IFD AS APPRAISER'S PROPOSAL
LARRY L. SIMON, MAI
Real Estate Appraiser and Consultant
Member, Appraisal Institute
75153 Spyglass Drive • Indian Wells, CA 92210
(760) 6I0-1820 • FAX (760) 263-31d9 • E-Mail: simon.appraiser'a;gmail.com
Ju1c 24. 2014
John S. Ray mmnd
Director of COt11111Littit\ & Economic Development
City of Palm Springs
P.O. Box 274,
Palm Springs. CA 92263-2743
Re: Appraisal Services Proposal Agreement
Rao Land Former Resen oir Parcel
S\\'C of North Palm Canyon Drivc and
11 est Steens Road
Palm Springs. CA 92263
(APV 5,Oi-182-010'RnersideComm
Dear .Mr. RaNnond:
This proposal is submitted to prov ide real property appraisal sera ices concerning the abo%e-
reierenced propem. It is m\ understanding that the scope of%vork is to det elop a current as is
market value of the fee simple interest in the subject propem.
The appraisal is prepared for the CXcIL61%C use onl\ b\ John S. Ra%mond and respective officials
of the ( it% of Palm Springs (the "Client'*). The intended use of the appraisal is to assist in a
possible sale ofthe propem. The use of this appraisal h\ anyone other than the stated intended
userts)and for am other use than the stated intended use. is prohibited. Further. there is no
accountability. obligation or liabifity to am third part%.
The report w ill he prepared in confomtity with the requirements of the Cnifonn Standards of
Professional Appraisal Practice (4:SPAP). 2012-201 3 edition, and Code of professional Fthics &
Standards of Professional Appraisai Practice of the Appraisal lnstiurte.
Paec '_
John S. Ra%mond
line 24. 2014
Estimated completion date is ithin four %%eeks of authorization. Tno copies of the report and
PDF copy gill be prodded.
a. _ a 1
the appraisal lee pertains onh to the completion of the appraisal report. Additional sera ices I
subsequent to the completion of the appraisal report. it needed. reIatin'-' to updating III value eWLkl�
opinion. consultation. ctc.. trill be billed at the rate of S'_�0.00 per hour.
It is understood that tm compensation for completing this appraisal assignment is not contingent
upon the development or reporting a predetermined t alue or direction in value that faa ors the
cause of the Client. the amount of the talue opinion. the attainment of stipulated results. or the
occurrence of a subsequent event directly related to the intended use of the appraisal.
Ilthis proposal meets %\ith sour approt al- the return of an executed copx and a check in the
amount of S 1.750.00 yr ill represent ms authorization to proceed yr ith the assignment.
this proposal is valid until Juls :1. 2014.
Thank you for the opportunity to proN ide this proposal. Should wu have am questions
concerning this proposal or the subject matter thereto. I may be contacted at (760) 610-1820.
Respectfull% Submitted.
Lan-% L. Simon. 11A1
Approted By Date: 7• /4
` ine: I1 n
Attachment: Qualifications and Experience Summary
LARRY L. SIMON, MAI
Real Estate Appraiser And Consultant
Member, Appraisal Institute
75-1 -53 Spyglass Drive • Indian Wells. California 92210
(760) 610-1820 • FAX ('760) 262-3149 • E-Mail: simon.appraiser'icgmail.com
QUALIFICATIONS AND EXPERIENCE SUMMARY
Position: Real Estate Appraiser and Consultant pro%iding a broad spectrum
of valuation and consultive sery ices to financial institutions.
eosernment. corporations. dcselopers. title companies. lass firms
and prisate entities since 1972.
Education: Bachelor of Science decree in Finance. Insurance and Real [:state.
Professional
Membership: MAI Designation from the Appraisal Institute— Certificate No.
731T
State Certification: Certilied Gencral Real Estate Appraiser. State of California ID \o.
AG004310_
Types of Properties Appraised
• Residential: Single Famlls Homes. Condominium Units. Subdivisions.
Condominium Planned [ nit De%clopments. Apartment
Complexes. Mobile Home Parks. Recreational Vehicle Parks and
Land.
• Commercial: Office (Lost to Hieh Rise Single-and 'Multi-Tenant). Medical
Off ice. Office Condominiums. Shopping Centers (Neighborhood
and Convnunitx). Retail (Strip and Free-Standingm Auto-Care
Centers, Bank Branches, Motels. Hotels. Bed & Breakfast
Facilities and Land.
• Industrial: Business Parks. Industrial (Sin!_le-and Multi-Tenant).
Manufacturing. Warehouses. Distribution. Research &
Desclopment Self=Storage Facilities. -truck Terminals and Land.
• Special Purpose: Auto Dealerships. Restaurants. Bosslin,, A]IcNs. RcligiouS
Facilities. Prisatc Schools. Funeral Homes. I ennis Fitness Stsim
Clubs and Private Clubs.
Areas of Specialization
• Property Type: General and Medical Office Properties. Retail Properties. alp
Industrial Properties. .Auto Dealerships. Manufactured
I lcuslna'ltoblle Home'Recreational Vehicle Parks and Ground
Leased Properties.
• Litigation: General Valuation. Em ironmental Issues. Bankruptcy. Probate.
Mobile I Ionic Park Closure and other valuation matters.
Expert Testimon}': Expert %s fitness in the Superior C ourts o1 Orange and San Die;o
Counties and arbitration.
Geographic Areas: Counties of Orange. Los Angeles. San Die�,.o. Rit erside. San
Bernardino. Fern and Vemura.
Representative Clients
• Financial Institutions: Bank of America. Bank of Orange Count\. Bank of the Nest. The
Boston Comparn. Boston Safe Deposit& I nut Compam.
Citicorp, California United Bank. City National Bank. First Bank
and Trust. First California Bank. First Hattanan Bank. I lawhorne
Savings. Imperial I hriti & L-oan Association_ Mission Valley
Batik. Net+port Ballwa Savings. Pacific \\estern Bank.
Philadelphia Savings Fund Society. Pro%ident Bank. South Bay
Bank, l niversal Bank. C.S. Bank and \\ells Faro Bank.
• Lave Firms: Corbett & Steelman: Gordon & Rees LLP: Katten Muchin
Rosenman LLP: Kinle\ & Snskal: Kolodm & Pressman: f.illick
& Mcllose: Rutan & Tucker: Palmieri. Tyler. Niener. Wilhelm &
\\aldron LI.P: and Saxon. .Alt. Dean. Mason. Brcaer &
Kincannon.
• Others: Claremont Cni%crsit_x Center The Claremont C'olleoes: Palo Verde
College and CollcL�e of the Desert.