HomeMy WebLinkAboutC05-091 Chapin Valuation Consultants &o6-()ql.. 0 I CONSULTING AGREEMENT This Consulting Agreement ("Agreement") dated as this 2~"Ht. day of Mttv-(.{/1 , 2005, is between the County of Eagle, State of Colorado, a body corporate and politic, by and through its Board of County Commissioners ("County"), and Chapin Valuation Consultants, a consultant with the mailing address of P.O. Box 4023, Eagle Colorado 81631 ("Consultant"). WHEREAS, County is in neE"d of a person to provide the services outlined in Section 1.1 hereunder; WHEREAS, Consultant has represented that he has the experience and knowledge in the subject matter necessary to carry out the services outline in Section 1.1 hereunder; WHEREAS, County wishes to hire Consultant to perform the tasks associated with such services outlined in Section 1.1 hereunder; WHEREAS, County and Consultant intend by this Agreement to set forth the scope of the responsibilities of the Consultant in connection with the services and related terms and conditions to govern the relationship between Consultant and County in connection with the services. Aareement Therefore, based upon the representations by Consultant set forth in the foregoing recitals, for good and valuable consideration, including the promises set forth herein, the parties agree to the following: 1. Services Provided: 1.1 The Consultant will provide the consulting services as more particularly set forth in the attached Exhibit "A," (hereinafter called "Consulting Services"). The Consulting Services are generally described as 1) examining the Assessor reappraisal process prior to completion and mailing of Notices of Value and 2) assisting in the appeals process through consultation on pending appeals cases. 1.2 The Consultant agrees that Consultant will not enter into any consulting arrangements with third parties that will conflict in any manner with the Consulting Services. 1.3 The Consultant will provide the Consulting Services hereunder in Eagle, Colorado or elsewhere as may be mutually agreed. 2. Term of Agreement: 2.1 This Agreement shall commence upon execution of this agreement, subject to the provisions of Section 2.2 hereof, shall continue in full force and effect throughout the appeals process or until earlier terminated as provided for herein. 2.2 This Agreement may be terminated by either party for any reason at any time, with or without cause, and without penalty whatsoever therefore. 2.3 In the event of any termination of this Agreement, Consultant shall be compensated for all hours of work then completed, plus approved expenses. 3. Independent Contractor: 3.1 With respect to the provision of the Consulting Services hereunder, Consultant acknowledges that Consultant is an independent contractor providing Consulting Services to County. Nothing in this Agreement shall be deemed to make Consultant an agent, employee, partner or representative of County. Moreover, this Agreement creates no entitlement to participate in any of the Employee Benefit Plans of County including insurance, paid vacation and recognized holidays. 3.2 The Consultant shall not have the authority to, and will not make, any commitments or enter into any agreement with any party on behalf of County without the written consent of a senior management representative of County. 3.3 The Consultant will maintain liability, unemployment and workmen's compensation insurance on his/her own behalf, as necessary. 4. Remuneration: 4.1 For the Consulting Services provided hereunder, County shall pay to the Consultant a fee of $125.00 per hour not to exceed 100 hours of work. Nothing herein shall constitute a guarantee of particular hours worked. Payment for hours beyond this amount will only be by written amendment to this Agreement. 4.2 Not more often than once a month, Consultant shall submit to County an invoice for payment identifying the work completed as of the date of the invoice and accompanied by such supporting documentation as County may reasonably require. County agrees to pay Consultant within thirty (30) days of receipt of a properly documented invoice. Upon request, Consultant shall provide County with such other supporting information as County may request. 4.3 Consultant shall maintain comprehensive, complete and accurate records and accounts of its performance relating to this Agreement for a period of three (3) years following final payment hereunder, which period shall be extended at County's reasonable request. 4.4 Travel expenses, if necessary, shall be in an amount mutually agreed to by the parties. 4.5 County will not withhold any taxes from monies paid to the Consultant hereunder and Consultant agrees to be solely responsible for the accurate reporting and payment of any taxes related to payments made pursuant to the terms of this Agreement. 4.6 The funds appropriated for this project are equal to or in excess of the contract amount. Notwithstanding anything to the contrary contained in this Agreement, no charges shall be made to County nor shall any payment be made to Consultant in excess of the above amounts for any work done without the written approval of the County in accordance with a budget adopted by the Board of County Commissioners in accordance with the provisions of the Colorado Revised Statutes. 5. Indemnification: 5.1 Within the limits allowed by law, Consultant shall indemnify County for, and hold and defend the County and its officials, boards, officers, principals and employees, harmless from, all costs, claims and expenses, including reasonable attorney's fees, arising from claims of any nature whatsoever made by any person in connection with the acts or omissions of, or representations by, the Consultant in the performance of this Agreement. This indemnification shall not apply to claims by third parties against the County to the extent that the County is liable to such third party for such claim without regard to the involvement of the Consultant. 6. Consultant's Professional Level of Care: 6.1 Consultant shall be responsible for the completeness and accuracy of the Consulting Services, including all supporting data and other documents prepared or compiled in performance of the Services, and shall correct, at its sole expense, all significant errors and omissions therein. The fact that the County has accepted or approved the Consulting Services shall not relieve Consultant of any of its responsibilities. Consultant shall perform the Consulting Services in a skillful, professional and competent manner and in accordance with the standard of care, skill and diligence applicable to consultants, with respect to similar services, in this area at this time. 7. Notices: 7.1 Any notice to be given by any party to the other shall be in writing and shall be deemed to have been duly given if delivered personally, by facsimile transmission or if sent by prepaid first class mail, and for the purposes aforesaid, the addresses of the parties are as follows: (a) Eagle County Assessor 500 Broadway PO Box 449 Eagle, CO 81631 with a copy to: Eagle County Attorney's Office 500 Broadway PO Box 850 Eagle, CO (b) Chapin Valuation Consultants Attn: Mark Chapin P.O. Box 4023 Eagle, CO 81631 7.2 Notices shall be deemed given on the date of delivery; on the date a FAX is transmitted and confirmed received or, if transmitted after normal business hours, on the next business day after transmission, provided that a paper copy is mailed the same date; or three days after the date of deposit, first class postage prepaid, in an official depositary of the U.S. Postal Service. 8. Miscellaneous: 8.1 This Agreement shall be interpreted in accordance with the laws of the State of Colorado and the parties hereby agree to submit to the jurisdiction of the courts thereof. Venue shall be in the Fifth Judicial District for the State of Colorado. 8.2 The Consultant and County acknowledge that, during the term of this Agreement and in the course of the Consultant rendering the Consulting Services, the Consultant may acquire knowledge of the business operations of County and other aspects of the business affairs of County that are not generally known and the Consultant shall not disclose, use, publish or otherwise reveal, either directly or through another, to any person, firm or corporation, any knowledge, information or facts concerning any of the past or then business operations of County and shall retain all knowledge and information which he has acquired as the result of this Agreement in trust in a fiduciary capacity for the sole benefit of County, its successors and assigns during the term of this Agreement, and for a period of five (5) years following termination of this Agreement. 8.3 All documents (including electronic files) which are obtained during or prepared in the performance of the Consulting Services shall remain the property of the County and are to be delivered to County before final payment is made to Consultant or upon earlier termination of this Agreement. 8.4 This Agreement constitutes the entire Agreement between the parties related to its subject matter. It supersedes all prior proposals, agreements and understandings. 8.5 This Agreement is personal to the Consultant and may not be assigned by Consultant. 8.6 This Agreement does not and shall not be deemed to confer upon or grant to any third party any right enforceable at law or equity arising out of any term, covenant, or condition herein or the breach thereof. IN WITNESS WHEREOF, the parties hereto have executed this Agreement the day and year first above written. COUNTY OF EAGLE, STATE OF COLORADO, By and Through Its ATTEST: BOARD 0 UNTY COMMISSIONERS ..... Cia k to the Board of County Commissioners CHAPIN VALUATION CONSULTANTS BY:~~~ ark Chapin March 15,2005 Mr. Jack Ingstad Eagle County Administrator Eagle County Government 500 Broadway, Eagle, CO 81631-0850 Dear Jack: I would like to thank you for taking the time to meet with me yesterday regarding consulting for the 2005 appeals process and possibly working with the assessor's office on the completion of the current reappraisal. My understanding of the consulting assignment is split into two functions. One: Assist in the appeals process and consult on pending appeals cases, working with the attorney's office. Two: Examine the Assessors reappraisal process prior to completion and mailing of Notices of Value (NOV's) at the end of April. Several thoughts come to mind regarding the reappraisal for 2005. The primary issue relates to timing. The final completion of the reappraisal has typically been by mid April with submission of the real property NOV data to the printing and mailing vendor by April 15 -17 +/-. This allows a window of four weeks to complete the reappraisal and meet the vendor's deadline in order to mail the Notices by the end of April. According to information you've received, the reappraisal is in its final stages with the assessor's staff waiting on analysis results from statistician Russ Thimgan. The factors studied and submitted by Mr. Thimgan are typically for all vacant land and residential and commercial improved properties. However, in my experience it is extremely important to have an internal process in place. This allows for a double check of final values and statistical results prior to the electronic transfer of the NOV data to the printing vendor. This process helps ensure the passing of the state mandated audit. Failing the audit can result in a reappraisal order from the State Board of Equalization (SBOE) and costs associated with a reappraisal order. An appraisal order by the SBOE could either be conducted by the Division of Property Taxation (DPT) or an outside firm. Additional costs would also be incurred for mailing new NOV's and for the appeals process, which could be pushed further back into the year. (Eagle County has not had a reappraisal order within the past sixteen years.) Other areas of the reappraisal which would also be subject to review prior to NOV's are agricultural property, vacant land discounted property, possessory interest property, sand and gravel producing property (there are less then twenty accounts to my knowledge in this last category) and finally county wide new construction. (New construction value is a key ingredient to tax revenue calculations.) Personal property NOV's are mailed at a later date, and should also be reviewed as this class of property is subject to audit requirements also. EXHIBIT b A :i5 .tJ , Estimated time for meeting with appraisal staff and the review process is a minimum of thirty hours initially and twenty hours each week for the following three weeks. I will also be available via phone and on call as needed. My consulting rate is a $125.00 per hour. Appeals consultation is based on the same hourly rate. Out of area travel expenses will be added over and above my hourly rate. As you know, I hold a Certified General Appraisal License in the State of Colorado and have a total of twenty seven years of assessment experience in the state. I bring those years and my fourteen years in Eagle County to the table. I am happy to lend my Ad Valoreum experience and knowledge ofthe area back to the county to assist you through this process. Please let me know your decision as soon as possible, as I will need to arrange my work schedule accordingly. Sincerely, Mark Chapin Chapin Valuation Consultants