HomeMy WebLinkAboutINTEGRA ELLIS GROUP, INC. - 2002-03-26Su ~ ity �1 Contracts Checklist for Submittal to
j City Clerk's Office
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(Please transmit this form when your contract is ready to be filed in the City Clerk's office)
To: Connie Brockway, City Clerk
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1. Name of Contractor: Integra Ellis Group, Inc. ;�,�_
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2. Purpose of Contract: To prepare an Economic Rental Market Appraisal of Office &actin
the Oceanview Promenade building located at 101 Main Street in the City of Huntington
Beach. lms-j Pit r-
3. Ex iration Date: June 1, 2002
4. Amount of Contract: $ 2,700.00
A. Is the attached contract RELATED to a PREVIOUSLY SUBMITTED contract (renewallamendmentletc)? O YES x NO
B. Did you attach the LIST OF CONSULTANTS from whom proposals were requested — pursuant to HBMC 3.03.100? x❑ YES ❑
NIA
OR Is the attached contract a SOLE SOURCE? ❑ YES ❑x N/A
C. Did you attach a COPY of the insurance certificatelwaiver and send the ORIGINAL to Risk Management? x❑ YES
PLEASE INCLUDE:
Tam Andrusky x1530
kamelExtension
Economic Development.
repartment
March 26, 2002
Date
CITY CLERK'S OFFICE USE ONLY:
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g1ofmslcity clerk contract cheektist.doc
PROFESSIONAL SERVICES CONTRACT BETWEEN THE
REDEVELOPMENT AGENCY OF THE CITY OF IiUNTINGTON BEACH
AND
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FOR
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Table of Contents
1
Scope of Services.....................................................................................................1
2
Agency Staff Assistance..............................................................................::........2
3
Term; Time of Performance.....................................................................................2
4
Compensation..........................................................................................................2
5
Extra Work...............................................................................................................2
6
Method of Payment..................................................................................................3
7
Disposition of Plans, Estimates and Other Documents...........................................3
8
Hold Harmless.........................................................................................................3
9
Professional Liability Insurance.............................................................................4
10
Certificate of Insurance............................................................................................5
11
Independent Contractor............................................................................................6
12
Termination of Agreement.......................................................................................6
13
Assignment and Delegation.....................................................................................6
14
Copyrights/Patents...................................................................................................7
15
Agency Employees and Officials.............................................................................7
16
Notices........................................................................................7
17
Consent....................................................................................................................8
18
Modification.............................................................................................................8
19
Section Headings.....................................................................................................8
20
Interpretation of this Agreement..............................................................................8
21
Duplicate Original.................................................................................................:..9
22
Immigration...............................................................................................................9
23
Legal Services Subcontracting Prohibited................................................................9
24
Attorney's Fees..........................................................................................................10
25
Survival.....................................................................................................................10
26
Goveming Law.........................................................................................................10
27
Entirety......................................................................................................................10
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PROFESSIONAL SERVICES CONTRACT BETWEEN THE
REDEVELOPMENT AGENCY OF THE CITY OF IIUNTINGTON BEACH
AND _
FOR
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THIS AGREEMENT ("Agreement") is made and entered into this Zrtgday of
fib+ , 200 y , by and between the Redevelopment Agency of the City of
Huntington Beach, a municipal corporation of the State of California, hereinafter referred
to as "AGENCY," and N 3 •� r. c4 1� i a �. A �•. G ._ - -- a
Cc.li orv�� Wv%0Q%-4±Zu%^ _ ,hereinafter ref:rredtoas"CONSULTANT."
WHEREAS, AGENCY desires to engage the services of a consultant to
Spac C
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Pursuant to documentation on file in the office of the Agency Clerk, the provisions
of the Huntington Beach Municipal Code, Chapter 3.03, relating to procurement of
professional service contracts have been complied with; and
CONSULTANT has been selected to perform these services,
NOW, THEREFORE, it is agreed by AGENCY and CONSULTANT as follows:
I. SCOPE OF SERVICES t
CONSULTANT shall provide all services as described in Exhibit "A"
which is attached hereto and incorporated into this Agreement by this reference. These
services shall sometimes hereinafter be referred to as the "PROJECT."
CONSULTANT hereby designates TA vk MA I who shall
represent it and be its sole contact and agent in all consultations with AGENCY during the
performance of this Agreement.
agrceforn43gcncy profsm/1129/02 I
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2. AGENCY STAFF ASSISTANCE
AGENCY shall assign a staff cocrdinator to work directly with
CONSULTANT in the performance of this Agreement.
3. TERM; TIME OF PERFORMANCE
Time is of the essence of this Agreement. The services of CONSULTANT
are to commence as soon as practicable after the execution of this Agreement by AGENCY
(the "Commencement Date"). This Agreement shall expire on M&!3 3 t ; too t unless
sooner terminated as provided herein. All tasks specified in Exhibit "A" shall be
completed no later than 3 0 d a., S from the Commencement Date of this
Agreement. These times may be extended with the written permission of AGENCY. The
time for performance of the tasks identified in Exhibit "A" are generally to be shown in
Exhibit "A." This schedule; may be amended to benefit the PROJECT if mutually agreed
to in writing by AGENCY and CONSULTANT.
4. COMPENSATION
n
In consideration of the performance of the services described herein,
AGENCY agrees to pay CONSULTANT on a time and materials basis at the rates
specified in Exhibit "B," a fee, including all costs and expenses, not to exceed
Two T%%*u&v,, 4 - Stue-A l %m4t- d Dollars ($?- '? DO. o p
5. EXTRA WORK
In the event AGENCY requires additional services not included in Exhibit
"A" or changes in the scope of services described in Exhibit "A," CONSULTANT will
undertake such work only after receiving written authorization from AGENCY.
agrm/form.+/agency prorservl129-W 2
Additional compensation for such extra work shall be allowed only if the prior written
approval of AGENCY is obtained.
6. MMIOD OF PAYMENT
CONSULTANT shall be paid pursuant to the terms of Exhibit "B,'r which
is attached hereto and incorporated by reference into this Agreement.
7. DISPOSITION OF PLANS, ESTIMATES AND OTHER DOCUMENTS
CONSULTANT agrees that title to all materials prepared hereunder,
including, without limitation, all original drawings, designs, reports, both field and office
notices, calculations, computer code, language, data or programs, maps, memoranda,
letters and other documents, shall belong to AGENCY, and CONSULTANT shall turn
these materials over to AGENCY upon expiration or termination of this Agreement or
upon PROJECT completion, whichever shall occur first. These materials may be used by
AGENCY as it sees fit.
8. HOLD HARMLESS
CONSULTANT hereby agrees to protect, defend, indemnify and hold
harmless AGENCY, its officers, elected or appointed officials, employees, agents and
volunteers from and against any and all claims, damages, losses, expenses, judgments,
demands and defense costs (including, without Iimitation, costs and fees of litigation of
every nature or liability of any kind or nature) arising out of or in connection with
CONSULTANT's (or CONSULTANT's subcontractors, if any) negligent performance of
this Agreement or its failure to comply with any of its obligations contained in this
Agreement by CONSULTANT, its officers, agents or employees except such loss or
damage which was caused by the sole negligence or willful misconduct of AGENCY.
agreeforris agency profservl1129.'02 3
AGENCY shall be reimbursed by CONSULTANT for all costs and attorney's fees incurred
by AGENCY in enforcing this obligation. CONSULTANT will conduct all defense at its
sole cost and expense and AGENCY shall approve selection of CONSULTANTs counsel.
This indemnity shall apply to all claims and liability regardless of whether any insurance
policies are applicable. The policy limits do not act as limitation upon the amount of
indemnification to be provided by CONSULTANT.
9. PROFESSIONAL LIABILITY INSURANCE
CONSULTANT shall obtain and furnish to AGENCY a professional
liability insurance policy covering the work performed by it hereunder. This policy shall
provide coverage for CONSULTANT's professional liability in an amount not less than
One Million Dollars ($I,000,000.00) per occurrence and in the aggregate. The above -
mentioned insurance shall not contain a self -insured retention, "deductible" or any other
similar form of limitation on the required coverage except with the express written consent
of AGENCY. A claims -made policy shall be acceptable if the policy further provides that:
A. The policy retroactive date coincides with or precedes the initiation
of the scope of work (including subsequent policies purchased as
renewals or replacements).
B. CONSULTANT shall notify AGENCY of circumstances or
incidents that might give rise to future claims.
CONSULTANT will make every effort to maintain similar insurance during
the required extended period of coverage following PROJECT completion. If insurance is
terminated for any reason, CONSULTANT agrees to purchase an extended reporting
agree/fornWaoency profkrv/1/29/02 4
provision of at least two (2) years to report claims arising from work performed in
connection with this Agreement.
10. CERTIFICATE OF INSURANCE
Prior to commencing performance of the work hereunder, CONSULTANT
shall furnish to AGENCY a certificate of insurance subject to approval of the Agency
Counsel cvidcncing the foregoing insurance coverage as required by this Agreement; the
certificate shall:
A. provide the name and policy number of each carrier and policy;
B. shall state that the policy is currently in force; and
C. shall promise that such policy shall not be suspended, voided or
canceled by either party, reduced in coverage or in limits except
after thirty (30) days' prior written notice; however, ten (10) days'
prior written notice in the event of cancellation for nonpayment of
premium.
CONSULTANT shall maintain the foregoing insurance coverage in force
until the work under this Agreement is fully completed and accepted by AGENCY.
The requirement for carrying the foregoing insurance coverage shall not r
derogate from CONSULTANTS defense, hold harmless and indemnification obligations as
set forth in this Agreement. AGENCY or its representative shall at all times have the right
to demand the original or a copy of the policy of insurance. CONSULTANT shall pay, in
a prompt and timely manner, the premiums on the insurance hereinabove required.
apretlfomulagcncy profservll/29/02 5
11. INDEPENDENT CONTRACTOR
CONSULTANT is, and shall be, acting at all times in the performance of
this Agreement as an independent contractor herein and not as an employee of AGENCY.
CONSULTANT shall secure at its own cost and expense, and be responsible for any and
all payment of all taxes, social security, state disability insurance compensation,
unemployment compensation and other payroll deductions for CONSULTANT and its
officers, agents and employees and all business licenses, if any, in connection .Nith the
PROJECT and/or the services to be performed hereunder.
12. TERMINATION OF AGREEMENT
All work required hereunder shall be performed in a good and workmanlike
manner. AGENCY may terminate CONSULTANTS services hereunder at any time with
or without cause, and whether or not the PROJECT is fully complete. Any termination of
this Agreement by AGENCY shall be made in writing, notice of which shall be delivered
to CONSULTANT as provided herein. In the event of termination, all finished and
unfinished documents, exhibits, report, and evidence shall, at the option of AGENCY,
become its property and shall be promptly delivered to it by CONSULTANT.
13. ASSIGNMENT AND DELEGATION
This Agreement is a personal service contract and the work hereunder shall
not be assigned, delegated or subcontracted by CONSULTANT to any other person or
entity without the prior express written consent of AGENCY. If an assignment, delegation
or subcontract is approved, all approved assignees, delegates and subconsultants must
satisfy the insurance requirements as set forth in Sections 9 and 10 hereinabove.
agnx/ronnslagcncy prorscrv/1/29/02 6
14. COPYRIGI.ITS/PATENTS
AGENCY shall own all rights to any patent or copyright on any work, item
or material produced as a result of this Agreement.
I5. AGENCY E.%-iPLOYEES AND OFFICIALS
CONSULTANT shall employ no AGENCY official nor any regular
AGENCY employee in the work performed pursuant to this Agreement. No officer or
employee of AGENCY shall have any financial interest in this Agreement in violation of
the applicable provisions of the California Government Code.
16. NOTICES
Any notices, certificates, or other communications hereunder shall be given
either by personal delivery to CONSULTANTrs agent (as designated in Section 1
hereinabove) or to AGENCY as the situation shall warrant, or by enclosing the same in a
sealed envelope, postage prepaid, and depositing the same in the United States Postal
Service, to the addresses specified below. AGENCY and CONSULTANT may designate
different addresses to which subsequent notices, certificates or other communications will
be sent by notifying the other party via personal delivery, a reputable overnight carrier or
U. S. certified mail -return receipt requested:
TO AGENCY:
Redevelopment Agency of the City of
Huntington Beach
ATTN: To -m AjjA r-u, 5 Lj
2000 Main Street
Huntington Beach, CA 92649
agredform4agmy profservl1129102
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TO CONSULTANT:
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17. CONSENT
When AGENCY's consent/approval is required under this Agreement, its
consentlapproval for one transaction or event shall not be deemed to be a consentlapproval
to any subsequent occurrence of the same or any other transaction or event.
18. MODIFICATION
No waiver or modification of any language in this Agreement shall be valid
unless in writing and duly executed by both parties.
19. SECTION IIEADTNGS
The titles, captions, section, paragraph and subject headings, and descriptive
phrases at the beginning of the various sections in this Agreement are merely descriptive
and are included solely for convenience of reference only and are not representative of
matters included or excluded from such provisions, and do not interpret, define, limit or
describe, or construe the intent of the parties or affect the construction or interpretation of
any provision of this Agreement.
20. INTERPRETATION OF THIS AGREEMENT
The language of all parts of this Agreement shall in all cases be construed
as a whole, according to its fair meaning, and not strictly for or against any of the parties.
If any provision of this Agreement is held by an arbitrator or court of competent
jurisdiction to be unenforceable, void, illegal or invalid, such holding shall not invalidate
or affect the remaining covenants and provisions of this Agreement. No covenant or
provision shall be deemed dependent upon any other unless so expressly provided here.
As used in this Agreement, the masculine or neuter gender and singular or plural number
shall be deemed to include the other whenever the context so indicates or requires. i
agredfortnVsCcnq profserv/1129102 8
Nothing contained herein shall be construed so as to require the commission of any act
contrary to law, and wherever there is any conflict between any provision contained herein
and any present or future statute, law, ordinance or regulation contrary to which the parties
have no right to contract, then the latter shall prevail, and the provision of this Agreement
which is hereby affected shall be curtailed and limited only to the extent necessary to bring
it within the requirements of the law.
21. DUPLICATE ORIGINAL
The original of this Agreement and one or more copies hereto have been
prepared and signed in counterparts as duplicate originals, each of which so executed shall,
irrespective of the date of its execution and deli`•ery, be deemed an original. Each
duplicate original shall be deemed an original instrument as against any party who has
signed it.
22. IMMIGRATION
CONSULTANT shall be responsible for full compliance with the
immigration and naturalization laws of the United States and shall, in particular, comply
with the provisions of the United States Code regarding employment verification.
}
23. LEGAL SERVICES SUBCONTRACTING PROHIBITED
• CONSULTANT and AGENCY agree that AGENCY is not liable for
payment of any subcontractor work involving legal services, and that such legal services
are expressly outside the scope of services contemplated hereunder. CONSULTANT
understands that pursuant to Huntington Beach City Charter Section 309, the Agency
Counsel is the exclusive legal counsel for AGENCY; and AGENCY shall not be liable for
payment of any legal services expenses incurred by CONSULTANT.
agrecrronnVagency pmfsmrsf29f42 9
24. ATTORNEY'$ FEES
Except as expressly set forth in Section 8 of this Agreement, in the event
suit is brought by either party to construe, interpret and/or enforce the terms and/or
provisions of this Agreement or to secure the performance hereof, each party shall bear its
own attorney's fees, such that the prevailing party shall not be entitled to recover its
attorney's fees from the non -prevailing party.
25. SURVIVAL
Terms and conditions of this Agreement, which by their sense and context
survive the expiration or termination of this Agreement shall so survive.
26. GOVERhMAG LAW
This Agreement shall be governed and construed in accordance with the
laws of the State of California.
27. ENTIRETY
The parties acknowledge and agree that they are entering into this
Agreement freely and voluntarily following extensive arm's length negotiation, and that
each has had the opportunity to consult with legal counsel prior to executing this
Agreement. The parties also acknowledge and agree that no representations, inducements,
promises, agreements or warranties, oral or otherwise, have been made by that party or
anyone acting on that party's behalf, which are not embodied in this Agreement, and that
that party has not executed this Agreement in reliance on any representation, inducement,
promise, agreement, warranty, fact or circumstance not expressly set forth in this
Agreement. This Agreement, and the attached exhibits, contain the entire agreement
between the parties respecting the subject matter of this Agreement, and supercede all prior
agr lformslagency profsmll R9/02 10
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understandings and agreements whether oral or in writing between the parties respecting
the subject matter hereof.
IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be
executed by and through their authorized offices the day, month and year first above
written.
CONSULTANT,
By: o h115
print name
ITS: (circle one) thai idea ce President
AND
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ITS: (circle on ecre ChierFinancial Officer/Asst.
Secretary — T
agreelfcrms./agency profscrv/1r_9102 I 1
REDEVELOPMENT AGENCY OF THE
CITY OF IfUNTINGTON BEACH. a
public body, corporate and politic
&'d C' W/
Deputy Executive Director
APPROVED AS TO FORM:
r ✓
L Agency Counsel
C-_(J
REVIEWED AND APPROVED:
Not A«l1Gwdokr ..
Executive Director
(only for contracts over $50,000.00)
NTEGRARealty Resources
February 19, 2002
Mr.Tom Andrusky
Assistant Project Manager
CITY or HUNTtNGTON BEACH
Department of Economic Development
20W Main Street
Huntington Beach, CA 92648
Sent via facsimile and US. Afail
Dear Mr. Andrusky:
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Re: Proposal to provide market
rental value appraisal services:
Office suites in Oceanview
Promenade
In response to your February 2002 request for proposal, this writing presents our proposal
for the completion of appraisal services concerning the property referenced above.
Definition of the Assignment
The assignment would be to conduct a market rental appraisal of the 32,000 sf of office
space within the Oceanview Promenade building and to determine the current fair market
rents of the space. The completed work product will include a list of each suite and a
statement of our opinion of its market rent including base rent per square foot (pso,
common area charges psf, and the total rent for each suite, along with a comparison to
the actual rents now in effect. The report will include a tabular summary of these
conclusions following a discussion of the comparison data and analysis utilized to derive
the conclusions.
Services to be Provided
Our services will include communication with designated members of the City of
Huntington Beach staff at the onset of our assignment, while our work is in progress, and
prior to the submission of our reports, for the purpose of discussing issues related to this
assignment.
Upon completion, we will deliver to you three copies of our appraisal report.
Our work will be in full compliance with the Uniform Standards of Professional
Appraisal Practice.
LOCAL EXPERTISE... NATIONALLY
20720 Ventura Boulevard - Suite 240 - Woodland Hills, CA 91364-6264
Phone: 818-593-7200 - Fax: 818-593-7201 • Website: www.irr.com
Mr.Tom Andrusky
February 19, 2002
Page 2
Our fee for the project as described above is proposed at $2,700 and the time for
completion is proposed to be within 30 days of our receipt of notice to proceed. We
would be able to meet with you and conduct en inspection of the property immediately
upon having an agreement for professional services.
Additional services requested for consultation, special studies, negotiations, preparation
of or appearance for testimony, will be provided upon request and will be billed
additionally at the hourly rate of S225 for Mr. Ellis. Consulting services provided by
other professional staff members will be billed in accordance with their respective hourly
rates which currently range from $70 to $175.
Items to be Provided bj• the Client
It is our understanding that you will provide (or arrange to have delivered) to us certain
items. In generating the estimates of fee and timing in this proposal, we assumed that
these items will be available to us at the time of our initial meeting and /or property
inspection. The items are:
1. A contact person for the property's ownership;
2. A listing of all the office suites in the building including square footage,
current rents and CANI charges, and lease signature dates, starting dates,
termination dates, and options;
3. A set of building floor plans; and.
4. A sample lease describing the typical terms of occupancy which should be
assumed for our analysis.
References For Public Agency Appraisal Assignments
'Be following clients and projects are referenced as being able to verify representative
examples of our appraisal work for public agencies:
Appraisal Assigrrurents
Appraisal ofover_25 commercial and
residential properties in the Manchester -
Artesia Redevelopment Arco in the city of
Buena Park.
Client Referen
Mr. Gustavo A. Duran
Former Project Manager, City of Buena Park
Currently Housing and Redevelopment Mgr.
City of Huntington Beach
2000 Main Street
P.O. Box 190
Huntington Beach, CA 92548
(714) 374-1529
Mr.Tom Andrusky
February 19, 2002
Page 3
Various appraisal for condemnation
purposes, completed for both public
agencies and private property owners.
More than 100 fair market rental
appraisals for residential units (and one
commercial property as a Board hearing
room) conducted for the Santa Monica
Rent Control Board.
Part -take appraisals of over 50 properties
(including commercial, motel, and multi -
residential uses) along Long Beach
Boulevard in Lynwood. Several of these
required additional appraisal work for pre-
trial purposes.
Mr. Ellis was also retained by Mr.
Langsfeld to appraise subsurface
easements for five multi -residential and
commercial parcels in flolly►vood. Mr.
Ellis provided expert testimony in
Superior Court during the condemnation
trial involving these takings.
Thomas A. Freiberg, Jr., Esq.
Fulbright R. Jaworski, LLP
865 South Figueroa Street, 29"' Floor
Los Angeles, CA 90017-2571
(213)892-9200
Joel Levy, Esq.
Legal Department
Santa Monica Rent Control Board
1685 Main Street
Santa Monica, CA 90407-2200
(310)458-8781
Peter E. Lan(ysfeld, Esq.
333 S. Hope Street, Suite 3125
Los Angeles, CA 90071-1406
(213) 628-OSOS
Various reports for pre-trial exchange Sayre Weaver, Esq.
purposes and consultation in preparation Richards, Watson R Gershon
for trial in Temecula, Palmdale, and other One Civic Center Circle
cities. P.O. Box 1059
Brea, CA 92822-1059
General Qualifications
Additional attachments to this proposal include a profile of the appraisers of Integra Ellis
Group and the professional qualifications of John G. Ellis, MAI.
Please note that our firm authored the 1999 appraisal of this property on behalf of the
City of Huntington Beach, and is familiar with the property and the key issues relevant to
this appraisal.
Mr.Tom Andrusky
February 19, 2002
Page 4
Insurance Coverage
Integra Ellis Group is fully cover:d with applicable policies covering commercial general
liability, errors and omissions, and workers' compensation. NVe will promptly provide
certificates of insurance for these policies to you upon notification that we have been
selected to fulfill this contract on your behalf.
This letter, along with the exhibits and attachments which accompany it, represents our
proposal to complete appraisal work for the City of Huntington Beach. Thank you for the
opportunity of submitting it to you. We hope to have the opportunity of completing
appraisal work on your behalf. Ifthere is additional information you need to evaluate this
proposal, please call.
Sincerely,
l;v'TEGRA ELLIs GROUP
L
-7�*
John G. Ellis, NIAI
Enclosures
3GE:ms
INTEGRA ELLIS GROUP • LOS ANGELES
SENIOR PROFESSIONAL STAFF
JOHN G. F.LLtS, INIAI ALa.\:4t;1.\'GDIRErToR
Mr. Ellis has been appraising in Southern California continuously since 1980. Ile holds a
Bachelor of Arts degree in Business -Economics from the University of California, Los Angeles.
Ile is an active instructor of appraisal courses and seminars, has been an elected member of the
officers or Board of Directors of the Southern California Chapter of the Appraisal Institute since
1996, and was the year 2000 President of the Chapter. Mr. Ellis has given expert testimony in
Federal and Superior Courts on more than two dozen occasions. Ile also provides appraisal
reviews and consultation services when needed. Mr. Ellis serves a client base that includes
investment advisory firms, lending institutions, public agencies, corporate and individual property
owners, and the legal profession.
HARM, A. NICIVATURS, 1IA1
SENIOR rlNAL f S T
Mr. McWatters has been appraising in Southern California continuously since 1966. Ile holds a
Bachelor of Arts degree in History from the University of California, Los Angeles. Mr.
McWatters also recei%cd an Advanced Appraisal Certificate from the California State Board of
Equalization and a college teaching credential. Du-ing his career, Mr. McWatters has completed
appraisals on behalf of clients and employers including the Los Angeles County Assessor, major
lending institutions, other public agencies, title companies, major corporations, and individual
property owners. Ile has given expert testimony at numerous tax appeal hearings.
WILLIAM LARSEN
S£.\TORALA': L3ST
Mr. Larsen has been appraising in Southern California since 1985. Mr. Larsen holds a Masters
degree in Business Administration in Finance from the University of California, Los Angeles. and
a Bachelor of Arts degree from the State University of New York, AIbany. Mr. Larsen has
significant experience completing eminent domain appraisal assignments, and has appraised all
major commercial property types for redevelopment agencies and lenders providing financing for
these projects. Ile is qualified as an expert witness in Superior Court of the State of California
and Federal Bankruptcy Court.
PATRICK R. KIELL000, I\IAI
SENIOR AA iL iST
Mr. Kellogg has been appraising in Southern California since 1988, addressing all major
categories of real estate. Ile has been involved in the construction industry since 1973. Mr.
Kellogg holds a Bachelor of Arts degree in American Studies from the University of Wyoming,
and a Raster of Arts degree in Business Administration from the University of California, Los
Angeles, with emphasis on Real Estate Finance. Mr. Kellogg is a qualified expert witness and
has testified in the Superior Court of Clark County, Nevada.
RICHARD P.11AMMEL, 1%1A1
S£,VTOR A NA L 1S T
Mr. Hammel has beer a real estate appraiser in Southern California since he graduated from
California State Polytechnic University in 1991. His experience includes the appraisal of major
office buildings, shopping centers, apartment complexes, mixed -use projects, hotel, motels, auto
dealerships, churches, and vacant land. Ile has also conducted detailed studies concerning how
market value is affected by various types of defective property conditions_
PIeOFESSIO`AL Q UA.LIFICATIONS OI'
JOHN G. ELLIS, ALAI
F\hERIENCE:
Managing Direc-or for Integra Ellis Group of Los Angeles, California. Actively emgaged to real
estate valuation and consultinb since 1980. Substantial experience in the appraisal of office
buildings, shopping centers, industrial buildings, apartment and condominium complexes, hotels.
motels, undeveloped acreage, and gas stations. Also experienced in the appraisal of restaurants.
bowling alleys, motion picture and performing arts theaters, self -storage facilities, cold storage
and food processing facilities. parking structures, residential and industrial subdivisions,
agricultural property, waterfront property, shipping terminals, and residential estates. Clients
include a variety of lending institutions and investment advisors, major corporations, attorneys,
and public agencies at the federal, state, and local levels. Valuation and consulting services have
been completed for lending and investment decisions, condemnation purposes, tax appeals. estate
planning, and other purposes. Air. Ellis has qualified as an expert witness throughout Southern
California, and r_gularly provide, expert testimony on issues relating to real estate valuation.
PROFESSIONAL
Member: Appraisal Institute (MA1 No. 7337)
ACTIVITIES:
(Year 2000 President, Southern California Chapter of the Appraisal Institute)
Licensed: California Certified General Real Estate Appraiser No. AGO07279
Licensed: California Real Estate Broker No. 01213329
Member: International Right of Way Association
Instructor: "Capitalization Theory and Techniques" (.Nationally -approved instructor for
the Appraisal Institute)
Instructor: "Income Property Appraisal" (U.C.L.A. Extension)
"Appraiser's Role in Litigation" (U.C.L.A. Extension)
Lecturer: Various seminars uTitten for and presented to the Appraisal Institute, the
International Right of Way Association, the International Association of
Assessing Officers, U.C.L.A., and California State University, Northridge
EDUCATION:
B A. Degree, Business/Economics, University of California, Los Angeles (1981)
I
Successfully completed numerous real estate and related courses and seminars sponsored by the
Appraisal Institute, accredited universities and others.
Currently certified by the Appraisal Institute's program of continuing education for its designated
members.
QUALIFIED I3EFORE Superior courts in California Aiihin the counties of Los Angeles, Orange, Riverside. and San
COURTS AND Bernardino
ADMINISTRATIVE United States District Court
BODIES: United States Bankruptcy Courts, Central and Southern districts of California
Tax Appeal Boa-ds of Los Angeles and Orange counties
Arbitration testimony at hearings in Los Angeles, Orange and San Diego counties
Hired by the Superior Court of I.os Angeles County on several occasions to assist the court in
reconciling the disparate opinions of opposing, privately -retained valuation experts.
O INSURANCE AND INDEMNIFICATION WAIVER
MODIFICATION REQUEST
1. Requested by: David C.Bi s/Staff Contact -Tom Andrusk
2. Date: March 15, 2002
3. Name of contractorlpermittee: Integra Ellis Groul)
4. Description of work to be performed: Appraisal - Market Rent for Office, Space
5. Value and length of contract: 52,700.00/30 days
6. Waiver/modification request: approve $10,000 deductible for
7. Reason for request and why it should be granted: errors& omissions
8. Identify the risks to the City in approving this waiver/modification: none
w f
!UGww{, � � •nip
Department Head Signature
3-15.02
Date:
APPROVALS.
-Approvals must be obtained in the order listed on this form. - Two approvals are required
fcr a request to be granted. -Approval from the City Administrates Office is only required if
Risk Management and the City Attomey's Office disagree.
1. Risk Management
Approved ❑ Denied '� ✓�
Signature Date
2. City Attorneys Office
10 Approved ❑ Denied uM
Signature Date
3. City Administrator's Office
❑ Approved ❑ Denied
Signature Date
If approved, the cornpleted.waiver/modification request is to be submitted to the
City Attorney's Office along witf3 the contract for approval. Once the contract has been approved,
this form is to be filed with the Risk Management Division of Administrative Services
E3/11/2002 13:48 8185937201
'Sent by: SCHIMAN, REV.LEY G A�1. - -. 8138314730;
INTEGRA ELLIS GROUP
PAGE 02
031111 j 1 :23Pk1; JCLUX_41823;page 2/2
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5201 Johnson Drive, Euitg 500
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CERTIFICATE HOLDER I V ' Aawlamu t..Eusra ■asuwn. LArrEAa C"CrLLATION
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MAP-11-2e"12 13:57 E19593720_ 9Ex P.Q2
PROFESSIONAL SERVICE CONTRACTS '
PURCHASING CERTIFICATION
1. Requested by: David C. Biggs/Staff Contact -Tom Andrusky
2. Date: March 12, 2002
3. Name of consultant: Integra Ellis Group
4. Description of work to be performed: Office space market appraisal.
5. Amount of the contract: $2,700.00
6. Are sufficient funds available to fund this contract?' ® Yes, ❑ No
7. Company number and object code where funds are budgeted: 3 v S. Yo 10 . 93G r
8. Is this contract generally described on the list of professional service contracts
approved by the City Council'? ® Yes, ❑ No
9. Is this contract within $25,000 or 25% (whichever is less) of the amount stated on
the list of professional service contracts approved by the City Council?'
® Yes, ❑ No
10. Were (at least) informal written proposals requested of three consultants?
® Yes, ❑ No
(41. Attach list of consultants from whom proposals were requested (including a
contact telephone number).
12. Attach proposed scope of work.
13. Attach proposed payment schedule.
6_
d
91GPARD AM DRIL, Manage
Purchasing/Central Services
dew rl y� j�„� e0l, Nj
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' If the answer to any these questions Is "No," the contract will require approval from the City Council.
Docurnent l 3/1112002 4:40 PNt
Approved Firms To Be S,..) Proposals
Fvbruary 5, 2002
� .1
Al
Barbara L. Zachry
Donahue & Company, Inc.
23 Corporate Plaza Drive, Suite 160
Newport Beach, CA 92660-7942
Phone: (949) 760-3166
Fax: (949) 760-5496
John G. Ellis
Ellis Group, Inc.
20720 Ventura Blvd., Suite 240
Woodland Hills, CA 91364-6264
Phone: (818) 593-7200
Fax: (818) 593-7201
R.P. Laurain & Associates
3353 Linden Avenue, Suite 200
Long Beach, CA 90807-4503
Phone: (562) 426-0477
Fax: (562) 988-2927