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HomeMy WebLinkAboutC16-043 ValueWest Inc.AGREEMENT FOR PROFESSIONAL SERVICES
BETWEEN EAGLE COUNTY. COLORADO
AND
VALUEWEST,INC.
/Il /--
THIS AGREEMENT ("Agreement") is effective as of the t'l day of tg{L'?-t/r(4 ,2016 by and
between ValueWest, Inc. a Colorado corporation with an address of 5125 S. Kipling Parkway, Suite 301,
Littleton, Colorado 80127 (hereinafter "Consultant" or "Contractor") and Eagle County, Colorado, a body
corporate and politic with an address of 500 Broadway, Eagle, Colorado 81631 and for the benefit of the
Eagle County Assessor (hereinafter o'County").
RECITALS
WHEREAS, County desires to hire Consultant to perform certain appraisal services for the 2017
reappraisal ofEagle County real property (the "Project"); and
WHEREAS, Consultant is authorized to do business in the State of Colorado and has the time, skill,
expertise, and experience necessary to provide the Services as defined below in paragraph t hereof; and
WHEREAS, this Agreement shall govern the relationship between Consultant and County in connection
with the Services.
AGREEMENT
NOW, THEREFORE, in consideration of the foregoing and the following promises Consultant and
County agree as follows:
1. Services. Consultant agrees to diligently provide all services, labor, personnel and materials
necessary to perform and complete the services described in Exhibit A ("Services") which is attached
hereto and incorporated herein by reference. The Services shall be performed in accordance with the
provisions and conditions of this Agreement.
a. Consultant agrees to furnish the Services in accordance with the schedule established in
Exhibit A. If no completion date is specified in Exhibit A, then Consultant agrees to furnish the Services
in a timely and expeditious manner consistent with the applicable standard of care. By signing below
Consultant represents that it has the expertise and personnel necessary to properly and timely perform the
Services.
b. In the event of any conflict or inconsistency between the terms and conditions set forth in
Exhibit A and the terms and conditions set forth in this Agreement, the terms and conditions set forth in
this Agreement shall prevail.
c. Consultant agrees that it will not enter into any consulting or other arrangements with
third parties that will conflict in any manner with the Services. Consultant agrees that it will not disclose
Eafl le County C$mmlsslaners' Qffice
C16-043
to County, nor make use in the performance of any Work hereunder, any trade secrets, or other
proprietary information of any third party, unless Consultant may do so without Consultant or County
incurring any obligation (past or future) to such third party for such Work or any future application
thereof.
d. During the term of this Agreement and for a period of six (6) months thereafter,
Consultant shall not knowingly solicit, entice, or persuade any employees of County to terminate their
employment with County for any reason.
e. Consultant shall have the right to determine the method, details, and means of performing
the Work to be performed for County. County shall, however, be entitled to exercise general power of
supervision and control over the results of Work performed by Consultant to ensure satisfactory
performance, including the right to inspect, the right to stop Work, the right to make suggestions or
recommendations as to the details of the Work, and the right to propose modifications to the Work.
Consultant possesses the required Colorado professional licensure and expertise to perform Work
described in Exhibit A in compliance with all applicable valuation procedures required by Colorado
statutes and the rules, regulations, and guidelines promulgated by the Colorado Division of Property
Taxation and/or the Colorado Property Tax Administrator. At least one of the Consultant's appraisers
shall hold and maintain a Colorado Certified General Appraiser's license for the term of this Agreement.
f. Consultant will perform its Work for County primarily at Consultant's premises except
when such projects or tasks require Consultant to travel off-site.
g. County shall provide Consultant with reliable 24 hour remote access to the Tyler
application, deeds, plats and transfer declarations as well as any necessary document storage locations
required by the Assessor and/ or the Consultant.
2. County's Representative. The Eagle County Assessor shall be Consultant's contact with respect
to this Agreement and performance of the Services.
3. Term of the Agreement. This Agreement shall commence upon the date first written above, and
subject to the provisions ofparagraph l2 hereof, shall continue in full force and effect through the 31't
day of December,2016. Unless earlier terminated in accordance with paragraph 12 hereof, this
Agreement shall automatically renew for one additional year from January 1, 2017 through December 31,
20t7.
a. The parties specifically understand and agree that the County has lawfully budgeted
and appropriated sufficient funds for the Services to be rendered pursuant to the Agreement for the year
2016, in accordance with the Colorado Local Govemment Budget Law. Automatic renewal is subject to
budgeting and appropriation by the Eagle County Board of County Commissioners for 2017.
4. Extension or Modification. This Agreement may not be amended or supplemented, nor may any
obligations hereunder be waived, except by agreement signed by both parties. No additional services or
work performed by Consultant shall be the basis for additional compensation unless and until Consultant
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Eagle County Prof Services Final 5/14
,1 {'
has obtained written authorization and acknowledgement by County for such additional services in
accordance with County's internal policies. Accordingly, no course of conduct or dealings between the
parties, nor verbal change orders, express or implied acceptance of alterations or additions to the Services,
and no claim that County has been unjustly enriched by any additional services, whether or not there is in
fact any such unjust enrichment, shall be the basis of any increase in the compensation payable hereunder.
ln the event that written authorization and acknowledgment by County for such additional services is not
timely executed and issued in strict accordance with this Agreement, Consultant's rights with respect to
such additional services shall be deemed waived and such failure shall result in non-payment for such
additional services or work performed.
5. Compensation. County shall compensate Consultant for the performance of the Services in a sum
computed and payable as set forth in Exhibit A. The performance of the Services under this Agreement
shall not exceed $89,352 for the year or $7,446 per month. Consultant shall not be entitled to bill at
overtime and/or double time rates for work done outside of normal business hours unless specifically
authorized in writing by County. Should this Agreement automatically renew pursuant to paragraph 3
hereof, Consultant shall be compensated in a sum computed and payable as set forth in Exhibit A.
a. Payment will be made for Services satisfactorily performed within thirty (30) days of
receipt of a proper and accurate invoice from Consultant. All invoices shall include detail regarding the
hours spent, tasks performed, who performed each task and such other detail as County may request.
b. Any out-of-pocket expenses to be incurred by Consultant and reimbursed by County shall
be identified on Exhibit A. Out-of-pocket expenses will be reimbursed without any additional mark-up
thereon and are included in the not to exceed contract amount set forth above. Out-of-pocket expenses
shall not include any payment of salaries, bonuses or other compensation to personnel of Consultant.
Consultant shall not be reimbursed for expenses that are not set forth on Exhibit A unless specifically
approved in writing by County.
c. If, at any time during the term or after termination or expiration of this Agreement,
County reasonably determines that any payment made by County to Consultant was improper because the
Services for which payment was made were not performed as set forth in this Agreement, then upon
written notice of such determination and request for reimbursement from County, Consultant shall
forthwith retum such payment(s) to County. Upon termination or expiration of this Agreement,
unexpended funds advanced by County, if any, shall forthwith be returned to County.
d. 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.
e. Notwithstanding anything to the contrary contained in this Agreement, County shall have
no obligations under this Agreement after, nor shall any payments be made to Consultant in respect of any
period after December 31 of any year, without an appropriation therefor by County in accordance with a
budget adopted by the Board of County Commissioners in compliance with Article 25,title30 of the
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Eagle County Prof Services Final 5/14
Colorado Revised Statutes, the Local Government Budget Law (C.R.S. 29-1-l0l et. seq.) and the
TABOR Amendment (Colorado Constitution, ArticleX, Sec. 20).
6. Sub-consultants. Consultant acknowledges that County has entered into this Agreement in
reliance upon the particular reputation and expertise of Consultant. Consultant shall not enter into any
sub-consultant agreements for the performance of any of the Services or additional services without
County's prior written consent, which may be withheld in County's sole discretion. County shall have
the right in its reasonable discretion to approve all personnel assigned to the subject Project during the
performance of this Agreement and no personnel to whom County has an objection, in its reasonable
discretion, shall be assigned to the Project. Consultant shall require each sub-consultant, as approved by
County and to the extent of the Services to be performed by the sub-consultant, to be bound to Consultant
by the terms of this Agreement, and to assume toward Consultant all the obligations and responsibilities
which Consultant, by this Agreement, assumes toward County. County shall have the right (but not the
obligation) to enforce the provisions of this Agreement against any sub-consultant hired by Consultant
and Consultant shall cooperate in such process. The Consultant shall be responsible for the acts and
omissions of its agents, employees and sub-consultants or sub-contractors.
7. Insurance. Consultant agrees to provide and maintain at Consultant's sole cost and expense, the
following insurance coverage with limits of liability not less than those stated below:
Types oflnsurance.
Workers' Compensation insurance as required by law.
ii. Auto coverage with limits of liability not less than $ I ,000,000 each accident
combined bodily injury and property damage liability insurance, including coverage for owned, hired, and
non-owned vehicles.
iii. Commercial General Liability coverage to include premises and operations,
personal/advertising injury, products/completed operations, broad form property damage with limits of
liability not less than $1,000,000 per occurrence and $2,000,000 aggregate limits.
iv. Professional liability insurance with prior acts coverage for all Services required
hereunder, in a form and with an insurer or insurers satisfactory to County, with limits of liability of not
less than $ I ,000,000 per claim and $ I ,000,000 in the aggregate. In the event the professional liability
insurance is on a claims-made basis, Consultant warrants that any retroactive date under the policy shall
precede the effective date of this Agreement. Continuous coverage will be maintained during any
applicable statute of limitations for the Services and proiect.
b. Other Requirements.
The automobile and commercial general liability coverage shall be endorsed to
include Eagle County, its associated or affiliated entities, its successors and assigns, elected officials,
empioyees, agents and volunteers as additional insureds.
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Eagle County Prof Services Final 5/14
ll. Consultant's certificates of insurance shall include sub-consultants as additional
insureds under its policies or Consultant shall furnish to County separate certificates and endorsements for
each sub-consultant. All coverage(s) for sub-consultants shall be subject to the same minimum
requirements identified above. Consultant and sub-consultants, if any, shall maintain the foregoing
coverage in effect until the Services are completed. In addition, all such policies shall be kept in force by
Consultant and its sub-consultants until the applicable statute of limitations for the Project and the
Services has expired.
iii. Insurance shall be placed with insurers duly licensed or authorized to do business
in the State of Colorado and with an "A.M. Best" ratins of not less than A-VII.
iv. Consultant's insurance coverage shall be primary and non-contributory with
respect to all other available sources. Consultant's policy shall contain a waiver of subrogation against
Eagle County.
v. All policies must contain an endorsement affording an unqualified thirty (30)
days notice of cancellation to County in the event of cancellation ofcoverage.
vi. All insurers must be licensed or approved to do business within the State of
Colorado and all policies must be written on a per occurence basis unless otherwise provided herein.
vii. Consultant's cerlificate of insurance evidencing all required coverage(s) is
attached hereto as Exhibit B. Upon request, Consultant shall provide a copy of the actual insurance
policy and./or required endorsements required under this Agreement within five (5) business days of a
written request from County, and hereby authorizes Consultant's broker, without further notice or
authorization by Consultant, to immediately comply with any written request of County for a complete
copy of the policy.
viii. Consultant shall advise County in the event the general aggregate or other
aggregate limits are reduced below the required per occurrence limit. Consultant, at its own expense, will
reinstate the aggregate limits to comply with the minimum limits and shall fumish County a new
certificate of insurance showing such coverase.
ix. If Consultant fails to secure and maintain the insurance required by this
Agreement and provide satisfactory evidence thereof to County, County shall be entitled to immediately
terminate this Agreement.
X.
termination hereof.
The insurance provisions of this Agreement shall survive expiration or
xi. The parties hereto understand and agree that the County is relying on, and does
not waive or intend to waive by any provision of this Agreement, the monetary limitations or rights,
immunities and protections provided by the Colorado Governmental Immunity Act, as from time to time
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Eagle County Prof Services Final 5/14
amended, or otherwise available to County, its affiliated entities, successors or assigns. its elected
officials, employees, agents and volunteers.
xii. Consultant is not entitled to workers' compensation benefits except as
provided by the Consultant, nor to unemployment insurance benefits unless unemployment compensation
coverage is provided by Consultant or some other entity. The Consultant is obligated to pay all federal
and state income tax on any moneys paid pursuant to this Agreement.
8. Indemnification. The Consultant shall indemnify and hold harmless County, and any of its
officers, agents and employees against any losses, claims, damages or liabilities for which County may
become subject to insofar as any such losses, claims, damages or liabilities arise out of, directly or
indirectly, this Agreement, or are based upon any performance or nonperfofinance by Consultant or any
of its sub-consultants hereunder; and Consultant shall reimburse County for reasonable attomey fees and
costs, legal and other expenses incurred by County in connection with investigating or defending any such
loss, claim, damage, liability or action. This indemnification shall not apply to claims by third parties
against the County to the extent that County is liable to such third party for such claims without regard to
the involvement of the Consultant. This paragraph shall survive expiration or termination hereof.
9. Ownership of Documents. All documents prepared by Consultant in connection with the Services
shall become property of County. Consultant shall execute written assignments to County of all rights
(including common law, statutory, and other rights, including copyrights) to the same as County shall
from time to time request. For purposes of this paragraph, the term "documents" shall mean and include
all reports, plans, studies, tape or other electronic recordings, drawings, sketches, estimates, data sheets,
maps and work sheets produced, or prepared by or for Consultant (including any employee or
subconsultant in connection with the performance of the Services and additional services under this
Agreement). Consultant shall supply all Work Product in both hard copy and computerized formats,
which shall be ODBC compatible, which Consultant understands to be compatible with and readable by,
the Assessor's appraisal computer software. All Work shall be performed, and Work Product delivered, in
compliance with the applicable statutory and regulatory timeframes and deadlines, including, but not
limited to, the statutory deadlines for issuance of Notices of Valuation and Notices of Determination. In
the event of early termination of this Agreement, Consultant shall promptly deliver such Work Product as
has been developed or created to the date of termination to County.
10. Notice. Any notice required by this Agreement shall be deemed properly delivered when (i)
personally delivered, or (ii) when mailed in the United States mail, first class postage prepaid, or (iii)
when delivered by FedEx or other comparable courier service, charges prepaid, to the parties at their
respective addresses listed below, or (iv) when sent via facsimile so long as the sending parly can provide
facsimile machine or other confirmation showing the date, time and receiving facsimile number for the
transmission, or (v) when transmitted via e-mail with confirmation of receipt. Either party may change its
address for purposes of this paragraph by giving five (5) days prior written notice of such change to the
other party.
COUNTY:
Eagle County, Colorado
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Eagle County Prof Services Final 5i l4
Attention: Eagle County Assessor
500 Broadway
Post Office Box 449
Eagle, CO 81631
Telephone: 97 0 -328 -8640
Facsimile: 97 0 -328 -867 9
E-Mail : assessor(@eaglecounty.us
With a copy to:
Eagle County Attomey
500 Broadway
Post Office Box 850
Eagle, Co 81631
Telephone: 970-328-8685
Facsimile: 970-328-8699
E -Mail : atty @eaglecounty. us
CONSULTANT:
ValueWest, Inc.
5125 S. Kipling Parkway
Suite 301
Littleton, CO 80127
Telephone: 303-954-853 5
Facsimile: | -866-797 -0457
E-Mail : j otnz@v aluewest. com
11. Coordination. Consultant acknowledges that the development and processing of the Services for
the Project may require close coordination between various consultants and contractors. Consultant shall
coordinate the Services required hereunder with the other consultants and contractors that are identified
by County to Consultant from time to time, and Consultant shall immediately notifz such other
consultants or contractors, in writing, of any changes or revisions to Consultant's work product that might
affect the work of others providing services for the Project and concurrently provide County with a copy
of such notification. Consultant shall not knowingly cause other consultants or contractors extra work
without obtaining prior written approval from County. If such prior approval is not obtained, Consultant
shall be subject to any offset for the costs of such extra work.
12. Termination. County may terminate this Agreement, in whole or in part, at any time and for any
reason' with or without cause, and without penalty therefor with seven (7) calendar days' prior written
notice to the Consultant. Upon termination of this Agreement, Consultant shall immediately provide
County with all documents as defined in paragraph t hereof, in such format as County shall direct and
shall return all County owned materials and documents. County shall pay Consultant for Services
satisfactorily performed to the date of termination.
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Eagle County Prof Services Final 5i 14
13. Venue. Jurisdiction and Applicable Law. Any and all claims, disputes or controversies related to
this Agreement, or breach thereof, shall be litigated in the District Court for Eagle County, Colorado,
which shall be the sole and exclusive tbrum for such litigation. This Agreement shall be construed and
interpreted under and shall be govemed by the laws of the State of colorado.
14. Execution by Counterparts; Electronic Signatures. This Agreement may be executed in two or
more counterparts, each of which shall be deemed an original, but all of which shall constitute one and the
same instrument. The parties approve the use of electronic signatures for execution of this Agreement.
Only the following two forms of electronic signatures shall be permitted to bind the parties to this
Agreement: (i) Electronic or facsimile delivery of a fully executed copy of the signature page; (ii) the
image of the signature of an authorized signer inserted onto PDF format documents. All documents must
be properly notarized, if applicable. All use of electronic signatures shall be governed by the Uniform
Electronic Transactions Act. C.R.S .24-71.3-l0l to 727.
t5.Other Contract Requirements.
a. Consultant shall be responsible for the completeness and accuracy of the Services,
including all supporting data or 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 Services shall not relieve Consultant of any of its responsibilities.
Consultant shall perform the Services in a skillful, professional and competent manner and in accordance
with the standard of care, skill and diligence applicable to Consultants performing similar services.
Consultant represents and warrants that it has the expertise and personnel necessary to properly perform
the Services and covenants that its professional personnel are duly licensed to perform the Services within
Colorado. This paragraph shall survive termination of this Agreement.
b. Consultant agrees to work in an expeditious manner, within the sound exercise of its
judgment and professional standards, in the performance of this Agreement. Time is of the essence with
respect to this Agreement.
c. This Agreement constitutes an agreement for performance of the Services by Consultant
as an independent contractor and not as an employee of County. Nothing contained in this Agreement
shall be deemed to create a relationship of employer-employee, master-servant, partnership, joint venture
or any other relationship between County and Consultant except that of independent contractor.
Consultant shall have no authority to bind County.
d. Consultant represents and warrants that at all times in the performance of the Services,
Consultant shall comply with any and all applicable laws, codes, rules and regulations.
e. This Agreement contains the entire agreement between the parties with respect to the
subject matter hereof and supersedes all other agreements or understanding between the parties with
respect thereto.
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Eagle County Prof Services Final 5/14
f. Consultant shall not assign any portion of this Agreement without the prior written
consent of the County. Any attempt to assign this Agreement without such consent shall be void.
g. This Agreement shall be binding upon and shall inure to the benefit of the parties hereto
and their respective permitted assigns and successors in interest. Enforcement of this Agreement and all
rights and obligations hereunder are reserved solely for the parties, and not to any third party.
h. No failure or delay by either party in the exercise of any right hereunder shall constitute a
waiver thereof. No waiver of any breach shall be deemed a waiver of any preceding or succeeding
breach.
i. The invalidity, illegality or unenforceability of any provision of this Agreement shall not
affect the validity or enforceability of any other provision hereof.
j Consultant shall maintain for a minimum of three years, adequate financial and other
records for reporting to County. Consultant shall be subject to financial audit by federal, state or county
auditors or their designees. Consultant authorizes such audits and inspections of records during normal
business hours, upon 48 hours' notice to Consultant. Consultant shall fully cooperate during such audit or
inspections.
k. The signatories to this Agreement aver to their knowledge, no employee of the County
has any personal or beneficial interest whatsoever in the Services or Property described in this
Agreement. The Consultant has no beneficial interest, direct or indirect, that would conflict in any manner
or degree with the performance of the Services and Consultant shall not employ any person having such
known interests.
l. The Consultant, ifa natural person eighteen (18) years ofage or older, hereby swears and
affirms under penalty of perjury that he or she (i) is a citizenor otherwise lawfully present in the United
States pursuant to federal law, (ii) to the extent applicable shall comply with C.R.S. 24-76.5-103 prior to
the effective date of this Agreement.
16. Prohibitions on Government Contracts.
As used in this Section 16, the term undocumented individual will refer to those individuals from foreign
countries not legally within the United States as set forth in C.R.S. 8-17.5-101, et. seq. If Consultant has
any employees or subcontractors, Consultant shall comply with C.R.S. 8-17.5-101, et. seq., and this
Agreement. By execution of this Agreement, Consultant certifies that it does not knowingly employ or
contract with an undocumented individual who will perform under this Agreement and that Consultant
will participate in the E-verify Program or other Department of Labor and Employment program
("Department Program") in order to confirm the eligibility of all employees who are newly hired for
employment to perform Services under this Agreement.
a. Consultant shall not:
Eagle County Prof Services Final 5/14
i. Knowingly employ or contract with an undocumented individual to perform
Services under this Agreement; or
ii. Enter into a subcontract that fails to certify to Consultant that the subcontractor
shall not knowingly employ or contract with an undocumented individual to perform work under the
public contract for services.
b. Consultant has confirmed the employment eligibility of all employees who are newly
hired for employment to perform Services under this Agreement through participation in the E-Verify
Program or Department Program, as administered by the United States Department of Homeland
Security. Information on applying for the E-verify program can be found at:
http ://www. dhs. gov/xprsrurot/plo grams/gc-l 1 Bj22l5]&LjQshtuo
c. Consultant shall not use either the E-verify program or other Department Program
procedures to undertake pre-employment screening ofjob applicants while the public contract for services
is being performed.
d. If Consultant obtains actual knowledge that a subcontractor performing work under the
public contract for services knowingly employs or contracts with an undocumented individual, Consultant
shall be required to:
i. Notify the subcontractor and County within three (3) days that Consultant has
actual knowledge that the subcontractor is employing or contracting with an undocumented individual;
and
11.' Terminate the subcontract with the subcontractor if within three days of receiving
the notice required pursuant to subparagraph (i) of the paragraph (d) the subcontractor does not stop
employing or contracting with the undocumented individual; except that Consultant shall not terminate
the contract with the subcontractor if during such three (3) days the subcontractor provides information to
establish that the subcontractor has not knowingly employed or contracted with an undocumented
individual.
e. Consultant shall comply with any reasonable request by the Department of Labor and
Employment made in the course of an investigation that the department is undertaking pursuant to its
authority established in C.R.S. 8-17.5-102(5).
f. If Consultant violates these prohibitions, County may terminate the Agreement for breach
of contract. If the Agreement is so terminated specifically for breach of this provision of this Agreement,
Consultant shall be liable for actual and consequential damages to County as required by law.
g. County will notify the Colorado Secretary of State if Consultant violates this provision
of this Agreement and County terminates the Agreement for such breach.
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Eagle County Prof Services Final 5/14
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Eagle County Prof Services Final 5/14
IN WITNESS WHEREOF, the parties have executed this Agreement the day and year first set forth
above.
COUNTY OF EAGLE, STATE OF COLORADO,
By and Through Its BOARD OF COUNTY
COMMISSIONERS
Pvz rD€ttf
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Eagle County Prof Services Final 5/14
VALUEWEST,INC.:
Name: / fo*N 7'rnrqE2*rt46J
EXHIBIT A
201612017 CONTRACT
Scope of Work Eagle County, Colorado
C o mmerciaUlndustrial Reapp raisal fo r 201 6 and 2017
Introduction
ValueWest, Inc. is a professional ad valorem valuation company with over 50 years of experience in Colorado assessment practices. The
company currently works for 12 Colorado counties in providing a variety of valuation related services. The Company worked with the Eagle
County Assessor's office in conducting the2009,2011,2013 and 2015 reappraisals. Services included model building, time trend analysis,
training and commercial valuation services in 201l, 2013 and 2015. The County Assessor has budgeted funds to continue the ValueWest, Inc.
service for the 20 I 6 budget year in preparation for the 2017 reappraisal. A significant portion of the 2017 reappraisal will be done in 2016 as a
part of the statutory two year reappraisal cycle in Colorado. Significant additional work will be necessary lrrr2017.
QualiJications
We are an experienced valuation service company that focuses on assisting Colorado counties with the reappraisal of various classes of
property. We have extensive experience in the area of mass appraisal of Residential and Commercial property. Much of our experience has
been achieved in the Colorado assessment arena. We have had extensive experience in the multiple regression analysis (MRA) modeling of
residential property in five states and approximately 40 appraisal jurisdictions. The principle members of the staff are John Zimmerman and
Judy Kahl. These two individuals are Certified General Appraisers and will be primarily responsible for the work to be completed in Eagle
County for 2017 . ValueWest, Inc. maintains an office space at 5125 S. Kipling Parkway Suite 301, Littleton, CO 80127 . The company is
licensed to use several software products including the statistical packages SPSS and SAS, Arc GIS, Microsoft SQL Server and common PC
software such as MS Office. Our network is protected by Trend Micro Security products and we have a Certified Microsoft Professional who
monitors our network, backups and performance.
Scope of llork
ValueWest, Inc. proposes to perform the following services for the 2017 reappraisal of Eagle County Real Property:
Oyerall Consultins:
L Provide regular market reports based on current Eagle Appraiser Dataview data which will be provided as requested by the assessor.
2. Provide an initial time trend analysis to the chief appraiser. This will be done as soon after the completion of the June 30,2016 appraisal
data as possible and is contingent on the Eagle County Appraisal staffs' completion of sales confirmation and qualification. This will
include Single Family Residential, Townlomes, Condominiums, Vacant Land and CommerciaVlndustrial Property. It will be done both on
a county wide basis and on economic area or "Super Neighborhood" levels as well.
3. Perform preliminary sales ratio sfudies using the new sal.r ' data collection period and the existing 2015 assessor value on a county wide
and Super Neighborhood level for each propefty class; Commercial, Industrial, Yacant, Residential, Townhouses and Condominiums.
4. We will be available throughout the reappraisal to assist with existing models and recalculation of neighborhood adjustments as requested
by the Eagle County Chief Appraiser.
5. When values are complete for 2017, we will do post valuation time trending, ratio analysis and value change analysis for all the major
classes of Real Property. This will be assembled into a2017 report which will summarize the reappraisal process. The report will
document time trending decisions, sales ratio levels and sales listing for each class of property.
Com merciaUlndustrial Reannraisa I
L Review sales and complete sales verifications for CommerciaVlndustrial improved sales and CommerciaVlndustrial Land sales
county-wide.
2. Perform physical inspection of all comrnerciaVindustrial land and improved sales in 24 month period between July 1, 2014 and June
30,2016.
3. Perform market and income analysis for commerciaVindustrial property.
4. Review 2015 valuations and protests for commerciaVindustrial property.
5. Revalue all commercial/industrial vacant and impror ,d using the Tyler Eagle Appraiser system.
6. Exclusions: these properties are excluded regardless ofabstract code and include GolfCourses, Ski Areas, Possessory Interest, Oil and
Gas Properties, Parking Structwes, Parking Spaces, Personal Property, Guest Ranches and Industrial property such as the Gypsum
plant. (Mutually agreed to before contract acceptance.)
7. Commercial Lodging (Hotels and Motels) are excluded from this proposal at the direction of the County Assessor.
8. Provide personnel and resources to address all protests on the properties appraised by the consultant during the initial protest period
and County Board of Equalization. County will work to facilitate the scheduling of commercial and industrial C.B.O.E. hearings in a
manner compliant with the consultants scheduling needs.
9. Provide income questionnaire analysis using updated data similar to the same project in the 2015.
Cost
These services can be provided for a fee of $7,446 per month for 2016 and20l7. Total cost $89,352 per year for a two year period billed
in monthly increments over 24 months. The work in2017 is contingent on the approval of funding in the assessors 2017 budget as
required by Colorado law.
Requirements:
Eagle Countv
' The county will provide a reliable and consistent way to use the Eagle Appraiser system via a remote connection.
' The county will provide a reasonable workspace with a computer when Value West is working in the county.
' The county will maintain the commercial/industrial databa.se with regard to building permits, remodels and new construction.
' The county will provide all available documentation of sales including; TD1000, Sale Confirmations, copies of transfer instruments via
hardcopy or scanned images.
' The county will ensure a working connection to the Eagle Appraiser Dataview feature and will assist in submitting support issues to Tyler
Eagle Appraiser support people when necessary.
' The consultant will handle all Assessor and CBOE level of appeals for CommerciaVindustrial properfy within their assigned property list.
The County will facilitate protest and C.B.O.E. related meetings according to scheduling needs of the consultant.
ValueWest. Inc. (Company)
. Company will provide monthly progress reports and billings.
' Company will provide a timely and professional completion of work as soon as possible but no later than April 15,2Ol7 .. Company will use accepted mass appraisal practices to complete the project.
' Company will provide adequate documentation for the auditor and for the county archives.
' Company will represent the county in a professional and efficient manner at all times.
' All travel expenses will be paid by ValueWest, Inc. through the C.B.O.E. level of appeals. Up to forty hours of preparation and testimony,
and 1 000 miles of travel expense will be allowed for higher level appeals (arbitration and/or Board of Assessment Appeals) at no
additional cost to the county. Travel and time exceeding this amount for high level appeals may be billed based on advanced prior
authorization by the Eagle County Assessor.
Concluslon
This proposal oflers a comprehensive valuation solution for Eagle County Colorado Commercial/industrial properties based on the reappraisal
cycle defined by the State of Colorado. It will assure success r,r the valuation of properties for 2017 and will help to set forth a foundation for
future reappraisals that will serve the taxpayers of the county well. We are pleased that you have given us the opportunity to submit this Scope
of Work and we look forward to serving the taxpayers of Eagle County.
ii
tQp*
EXIIIBIT B
marks of ACORD
Fax: {970}328-8699
ACORD CORPORATTON. A[ rights iesrrvil
AC CERTIFICATE OF LIABILITY INSURANCE DATE {MM'DD'YYYY}
12lO2t2Mr
THls CERIIFICATE lg lssuED AS A IIATTER OF INFORMATION ONLY AND cONFERs rilo RtcHTs upou ing cenTrFtcATE HOLDER. THISCERTIFICATE OOES NOTAFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ATTER THE COVERAGE AFFORDED BY THE POLICIESBELOW THIS CERIIF|CATE OF INSURANCE OOES ilOT CONSTITUTE A CONTRACT EETWEEN THE ISSU|NG IN$URER(S), AUTHORTZEDREFRESENTATTVE OR PROOUCER, AND THE CERTTFICATE HOLDER.
lMPoRTAl.|T:|fthecortificateho|derisanADD|T|oNA.i'.'sU
th€ t€rms and conditlons of tho policy, certain policie$ may require an endoiismbnt, A $tatement on thls certificate does not conferiigriis to tnecertiticate holder in lieu of such endorsement(s).
PRODUCER
Dodrill lnsurance, lnc.
7807 W Mlssissippi Avenue
Lakewood, CO 80226
INSURED
Valuewest Inc
5934I Union St
Littleton, CA 80127
.nlqr.E8 rj-lnIacdAs€Uta xce
TNSURERB: Travelent
[rri8-EEp": Hi.gso_I(-.-.
INSURFR E :
IN$URER F :
COVERAG FICATE REVISION NUMBER:TH|s|sTocERT,FYTHATTHEP0L|cfESoFlNSURANcEL|sTroae|o
li,?9*T"%Jg$l}lrjpj$t}^Y-[[qulf,fy5,ryl,lny^qlggl?11grygF_nryv coNrnno oR orHER oocurr,rEr'rr wrrH REspEcr rowHrcH rHrscERrlFlcArE MAY BE lssuEo oR MAY PERTAIN. rHE INsURANCE AFFoRDED av ft{E poucrrs DEScRTBEo HenerN rs sjijjibi?-oiLL;ft'ftifi,,i:EXCLUSIONS AND coNolrtoNs oF sucH polrclcs. LrMtrs sHowN MAy HAVE B€ENr nebucEn sv pAtD cLAtMs.-_
COMMERCIAL OENERAL LIAEILITY
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AGGREG IE tlMlTAFPLT€S P€Rl
por;cv I i 5Fdi L_l .oc
j ee0-eetOiltO46-1542 irzto,uzotsitzrouzote
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BA-3142P109-15.SEL 1 1 t30t20,t 5 | 1 I t30t2016
BODILY INJURY (P6 edenu
WORKERS COMPENSAIION
ANOEMPLOYERS'L|AEL|TY Y'NANY PROPRIETOIVPARTNER/€XECUTtVE
OFFICFRIITIEMB6R EXCLUOED?
{Minddtory ln NH)
4136125 01 t 01 t201 5 i 01 t01 t2016
i E.r. D|SEASE - EA EMt
i E.L. otselse - poucr
MPL1400616.15 Limit $1,000,000 ; Per Occur11000,000 Aggregate
DEscRlPTtolr oF oPERAtloNs / LocAnoNs / VEHIcLES (AcoRD'10t, Addltlonat Remarks sched(lo, *y lo "ttiJJiilJill-f,IilIiiEagle county & Eagre county Etected officiars are tisteo ai iuoiiioi-,J'insureo
Eagle County
500 Broadway
P.O. Box 850
Eagle, CO 81631
SHOULO ANYOT TI{E ABOVE DESCRIBED POLICIES BE CAI,ICELLED SEFORETHE EXPIRATIOil OATE THEREOF, NOTICE WILL BE OELIVERED IN
ACCORDANCE IITITH THE POLICY PROVISIONS^
AUIXORIZED REPR€$[NTATIVE
'4t-{/nan{a, >/ -7'fk6@/
988-2014
ACORD 25i2014t01)The ACORD name and logo are registered
Printed by AAR on December 02, 201 S at 09:39AM