HomeMy WebLinkAboutKOVAL, KENNETH P. - 2001-02-28 PR
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TRi4NSMlT17NG $20,000 &UNDEJ?AGREEMENTS
7CT E Cl l GOER .._.FOR OFFIC/ALF/L►NGf.._._ __s -
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1:1 El Is Insurance required?
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Description of Agreement (Purpose) (such as Perform Soil Analysis Waterfront
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0,VA, 1_�o -
ell
Termination Date: 2/28/2002
'-
PROFESSIONAL SERVICES CONTRACT BETWEEN
' THE CITY OF HUNTINGTON BEACH �
AND
KINNETI{I^. K(]VAL
FOR REAL ESTATE AND MOBILEHOME APPRAISAL SERVICES �
Table VfContents
'
lScope of Services.....................................................................................................l
2 City Staff Assistance................................................................................................2
3 Time of Performance ...............................................................................................2
4 Compensation ------------------------------------2
5 Priorities................................................................................. ................................2
6 Extra Work...............................................................................................................2
7 Method of Payment-------------------------.-------.3
0 Disposition of Plans, Estimates and Other Documents ...........................................4
A Hold Harmless -----------------------------------5
10 Workers' Compensation Insurance..........................................................................5
ll General Liability Insurance......................................................................................6
12 Professional Liability Insurance..............................................................................d
13 Certificates of Insurance ...........................................................................................7
14 Independent Cootruu1or------------------------------..8
l� Termination of Agreement-----------------------------0
18 i and --------------------------9
17 ---------------------------------9
18 City Employees and Offioialo ...................................................................................9
lg Notices ---------------------------------------9
20 Modification------------------------------------.lO
21 Captions ------------..----------.—.--.—.----.--.---.l0
22 Section Headings ------------------_--------------..l0
23 Interpretation of this Agreement--------------------------l0
24 Duplicate Original-------------------..-------------..11
25 Immigration---------.------------------.---------ll
26 Legal Services Subcontracting Prohibited...............................................................ll
27 Fees..........................................................................................................l2
20 Entirety---------------------------------------l2
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PROFESSIONAL SERVICES CONTRACT BETWEEN
THE CITY OF HUNTINGTON BEACH
AND
KENNETH P. KOVAL
FOR REAL ESTATE AND MOBILEHOME APPRAISAL SERVICES
THIS Agreement is made and entered into this��day of 2001,
by and between the City of Huntington Beach, a municipal corporation of the State of California,
hereinafter referred to as "CITY," and Kenneth P. Koval, a sole proprietor, hereinafter referred to as
"CONSULTANT."
WHEREAS, CITY desires to engage the services of a consultant to provide real estate and
mobilehome appraisal services; and
Pursuant to documentation on file in the office of the City 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 said services,
NOW, THEREFORE, it is agreed by CITY and CONSULTANT as follows:
1. SCOPE OF SERVICES
CONSULTANT shall provide all services as described in the Request for Proposal
.("RFP"), and CONSULTANT's Proposal dated December 12, 2000 (both of which are hereinafter
referred to as Exhibit "A"),which are attached hereto and incorporated into this Agreement by this
reference. These services shall sometimes hereinafter be referred to as the "PROJECT."
CONSULTANT hereby designates Kenneth P. Koval who shall represent it and be
its sole contact and agent in all consultations with CITY during the performance of this Agreement.
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2. CITY STAFF ASSISTANCE
CITY shall assign a staff coordinator to work directly with CONSULTANT in the
performance of this Agreement.
3. 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 and all tasks specified in
Exhibit "A" shall be completed no later than 12 months from the date of this Agreement. These
times may be extended with the written permission of CITY. The time for performance of the tasks
identified in Exhibit "A" are generally to be shown in the Scope of Services on the Work .
Program/Project Schedule. This schedule may be amended to benefit the PROJECT if mutually
agreed by CITY and CONSULTANT.
4. COMPENSATION
In consideration of the performance of the services described herein, CITY agrees to
pay CONSULTANT a fee of$175.00 per appraisal, not.to exceed a total contract amount of Three
Thousand Five Hundred dollars ($3,500.00).
5. PRIORITIES
In the event there are any conflicts or inconsistencies between this Agreement, the
CITY's RFP, or the CONSULTANT's Proposal, the following order of precedence shall govern:
(1)Agreement, (2) the CONSULTANT's Proposal, and (3) the CITY's RFP.
6. EXTRA WORK
In the event CITY requires additional services not included in Exhibit "A," or
changes in the scope of services described in Exhibit "A," CONSULTANT will undertake such
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work only after receiving written authorization from CITY. Additional compensation for such extra
work shall be allowed only if the prior written approval of CITY is obtained:
7. METHOD OF PAYMENT
A. CONSULTANT shall be entitled to progress payments toward the fixed fee
set forth herein in accordance with the progress and payment schedules set forth in Exhibit "A."
B. Delivery of work product: A copy of every memorandum, letter, report,
calculation and other documentation prepared by CONSULTANT shall be submitted to CITY to
demonstrate progress toward completion of tasks. In the event CITY rejects or has comments on
any such product, CITY shall identify specific requirements for satisfactory completion. Any such
product which has not been formally accepted or rejected by CITY shall be deemed accepted.
C. CONSULTANT shall submit to CITY an invoice for each progress payment
due. Such invoice shall:
1) Reference this Agreement;
2) Describe the services performed;
3) Show the total amount of the payment due;
4) Include a certification by a principal member of CONSULTANT's
firm that the work has been performed in accordance with the
provisions of this Agreement; and
5) For all payments include an estimate of the percentage of work
completed.
Upon submission of any such invoice, if CITY is satisfied that CONSULTANT is
making satisfactory progress toward completion of tasks in accordance with this Agreement, CITY
shall promptly approve the invoice, in which event payment shall be made within thirty(30) days of
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receipt of the invoice by CITY. Such approval shall not be unreasonably withheld. If CITY does
not approve an invoice, CITY shall notify CONSULTANT in writing of the reasons for non-
approval within seven(7) calendar days of receipt of the invoice, and the schedule of performance
set forth in Exhibit "A" shall be suspended until the parties agree that past performance by
CONSULTANT is in, or has been brought into compliance, or until this Agreement is terminated as
provided herein.
D. Any billings for extra work or additional services authorized by CITY shall
be invoiced separately to CITY. Such invoice shall contain all of the information required above,
and in addition shall list the hours expended and hourly rate charged for such time. Such invoices
shall be approved by CITY if the work performed is in accordance with the extra work or additional
services requested, and if CITY is satisfied that the statement of hours worked and costs incurred is
accurate. Such approval shall not be.unreasonably withheld. Any dispute between the parties
concerning payment of such an invoice shall be treated as separate and apart from the ongoing
performance of the remainder of this Agreement.
8. DISPOSITION OF PLANS, ESTIMATES AND OTHER DOCUMENTS
CONSULTANT agrees that all materials prepared hereunder, including all original
drawings, designs, reports, both field and office notices, calculations, maps, memoranda, letters and
other documents, shall be turned over to CITY upon termination of this Agreement or upon
PROJECT completion, whichever shall occur first. In the event this Agreement is terminated, said
materials may be used by CITY in the completion of the PROJECT or as it otherwise sees fit. Title
to said materials shall pass to CITY upon payment of fees determined to be earned by
CONSULTANT to the point of termination or completion of the PROJECT, whichever is
applicable. CONSULTANT shall be entitled to retain copies of all data prepared hereunder.
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9. HOLD HARMLESS
CONSULTANT shall protect, defend, indemnify and hold harmless CITY, its
officers, officials, employees, and agents from and against any and all liability, loss, damage,
expenses, costs (including without limitation, costs and fees of litigation of every nature) arising out
of or in connection with CONSULTANT's 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 CITY. CITY shall be reimbursed by CONSULTANT for all costs and attorney's fees
incurred by CITY in enforcing this obligation.
10. WORKERS' COMPENSATION INSURANCE
Pursuant to California Labor Code Section 1861, CONSULTANT acknowledges
awareness of Section 3700 et seq. of said Code, which requires every employer to be insured
against liability for workers' compensation; CONSULTANT covenants that it will comply with
such provisions prior to commencing performance of the work hereunder; and shall indemnify,
defend and hold harmless CITY from and against all claims, demands, payments, suit, actions,
proceedings, and judgments of every nature and description, including attorney's fees and costs
presented, brought or recovered against the CITY, for or on account of any liability under any of
said acts which may be incurred by reason of any work to be performed by CONSULTANT under
this Agreement.
CONSULTANT shall maintain workers' compensation insurance in an amount of
not less than One Hundred Thousand Dollars ($100,000)bodily injury by accident, each
occurrence, One Hundred Thousand Dollars ($100,000)bodily injury by disease, each employee,
.Two Hundred Fifty Thousand Dollars ($250,000)bodily injury by disease,policy limit.
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CONSULTANT shall require all subcontractors to provide such workers'
compensation insurance for all of the subcontractors' employees. CONSULTANT shall furnish to
CITY a certificate of waiver of subrogation under the terms of the workers' compensation insurance
and CONSULTANT shall similarly require all subcontractors to waive subrogation.
11. GENERAL LIABILITY INSURANCE
In addition to the workers' compensation insurance and CONSULTANT's covenant
to indemnify CITY, CONSULTANT shall obtain and furnish to CITY, a policy of general public
liability insurance, including motor vehicle coverage covering the PROJECT. The policy shall
indemnify CONSULTANT, its officers, agents and employees,while acting within the scope of
their duties, against any and all claims arising out of or in connection with the PROJECT, and shall
provide coverage in not less than the following amount: combined single limit bodily injury and
property damage, including products/completed operations liability and blanket contractual liability,
of$1,000,000 per occurrence. If coverage is provided under a form which includes a designated
general aggregate limit, the aggregate limit must be no less than $1,000,000 for this PROJECT.
The policy shall name CITY, its agents, its officers, employees and volunteers as Additional
Insureds, and shall specifically provide that any other insurance coverage which may be applicable
to the PROJECT shall be deemed excess coverage and that CONSULTANT's insurance shall be
primary.
Under no circumstances shall the above-mentioned insurance contain a self-insured
retention, or a"deductible"or any other similar form of limitation on the required coverage.
12. PROFESSIONAL LIABILITY INSURANCE
CONSULTANT shall furnish a professional liability insurance policy covering the
work performed by it hereunder. Said policy shall provide coverage for CONSULTANT's
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professional liability in an amount not less than $1,000,000 per occurrence and in the aggregate. 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 will make every effort to maintain similar insurance during
the required extended period of coverage following project completion,
including the requirement of adding all additional insureds.
C. If insurance is terminated for any reason, CONSULTANT agrees to purchase
an extended reporting provision of at least two (2) years to report claims
arising from work performed in connection with this Agreement.
D. The reporting of circumstances or incidents that might give rise to future
claims.
13. CERTIFICATES OF INSURANCE
Prior to commencing performance of the work hereunder, CONSULTANT shall
furnish to CITY certificates of insurance subject to approval of the City Attorney evidencing the
foregoing insurance coverages as required by this Agreement; the certificates 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 policies 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.
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CONSULTANT shall maintain the foregoing insurance coverages in force until the
work under this Agreement is fully completed and accepted by CITY.
The requirement for carrying the foregoing insurance coverages shall not derogate
from the provisions for indemnification of CITY by CONSULTANT under the Agreement. CITY
or its representative shall at all times have the right to demand the original or a copy of all said
policies of insurance. CONSULTANT shall pay, in a prompt and timely manner, the premiums on
all insurance hereinabove required.
14. 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 the CITY. CONSULTANT
shall secure at its 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 with the services to be performed hereunder.
15. TERMINATION OF AGREEMENT
All work required hereunder shall be performed in a good and workmanlike manner.
CITY may terminate CONSULTANT's services hereunder at any time with or without cause, and
whether or not PROJECT is fully complete. Any termination of this Agreement by CITY 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 the CITY,become its property and shall be delivered to it by CONSULTANT.
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16. ASSIGNMENT AND SUBCONTRACTING
This Agreement is a personal service contract and the supervisory work hereunder
shall not be delegated by CONSULTANT to any other person or entity without the express written
consent of CITY.
17. COPYRIGHTS/PATENTS
CITY shall own all rights to any patent or copyright on any work, item or material
produced as a result of this Agreement.
18. CITY EMPLOYEES AND OFFICIALS
CONSULTANT shall employ no CITY official nor any regular CITY employee in
the work performed pursuant to this Agreement. No officer or employee of CITY shall have any
financial interest in this Agreement in violation of the applicable provisions of the California
Government Code.
19. NOTICES
Any notice or special instructions required to be given in writing under this
Agreement shall be given either by personal delivery to CONSULTANT's agent (as designated in
Section 1 hereinabove) or to CITY's Director of Economic Development 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, addressed as follows:
TO CITY: TO CONSULTANT:
Director of Economic Development Mr. Kenneth P. Koval, CRA
City of Huntington Beach 171 S. Fairfax Ave., Suite 105
2000 Main Street Los Angeles, CA 90036-2106
Huntington Beach, CA 92648
Phone (323) 852-4977
Phone (714) 536-5542
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20. MODIFICATION
No waiver or modification of any language in this Agreement shall be valid unless in
writing and duly executed by both parties.
21. CAPTIONS
Captions of the sections of this Agreement are for convenience and reference only,
and the words contained therein shall in no way be held to explain, modify, amplify or aid in the
interpretation, construction or meaning of the provisions of this Agreement.
22. SECTION HEADINGS
The titles, captions, section, paragraph, 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.
23. 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, said holding shall not 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.
Nothing contained herein shall be construed so as to require the commission of any act contrary to
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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.
24. 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 delivery,be deemed an original. Each of the parties hereto shall retain an
originally signed copy hereof. Each duplicate original shall be deemed an original instrument as
against any party who has signed it.
25. 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.
26. LEGAL SERVICES SUBCONTRACTING PROHIBITED
CONSULTANT and CITY agree that CITY 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 City Attorney is the exclusive legal counsel for
CITY; and CITY shall not be liable for payment of any legal services expenses incurred by
CONSULTANT.
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27. ATTORNEY'S FEES
In the event suit is brought by either party to enforce the terms and provisions of this
Agreement or to secure the performance hereof, each party shall bear its own attorney's fees.
28. ENTIRETY ,
The Agreement contains the entire agreement between the parties respecting the
subject matter of this Agreement and supercedes all prior understanding and agreements whether
oral or in writing. The foregoing, and Exhibit "A" attached hereto, set forth the entire Agreement
between the parties.
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 CITY OF HUNTINGTON BEACH, a
KENNET14 P. KOVAL, a municipal corporation of the State of California
sole proprietorship
IV
'� �
B a'e Director of Economic Development
Y — p
KENNETH P.KOVAL Pursuant to HBMC 3.03.100
APPROVED AS TO FORM:
I _c z as
City Attorney
REVIEWED AND APPROVED:
Cit dministrator
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E�HIB�T A
KENNETH P. KOVAL • •
California State Certified Real Estate Appraiser, License #AR006558
EXPERIENCE
Ten years single family at 70% assigned; condominiums 10%; 2-4 multiple family
10%; Planned Unit Developments, vacant land and field reviews 10%.
Two years tax appraisal in mass residential at 80% assigned and personal proper-
ty assessments at 20%.
EMPLOYMENT HIGHLIGHTS
CURRENT STATUS: Independent contract fee appraiser servicing Los Angeles,
Orange, Riverside, San Bernardino, and Ventura Counties. (See attached client
list.) 1992-Present
HOME SAVINGS OF AMERICA 1990-1992
Southern California Offices: Encino, Arcadia, San Marino, Wilshire, and
Monterey Park
Position/Experience: Residential Mortgage Loan Conventional Staff Appraiser
A.R.E.A. CORPORATION 1986-1990
Northern Indiana Office located in City of Goshen with appraisal coverage in
Elkhart and Saint Joseph Counties
Position/Experience: Independent Contract Fee Appraiser
SAVINGS OF AMERICA 1984-1986
Texas Offices: Dallas, Hurst-Enless-Bedford
Position/Experience: Residential Mortgage Loan Conventional Staff Appraiser
TARRANT APPRAISAL DISTRICT 1982-1984
Texas Offices: Fort Worth/Arlington
Position/Experience: Field Tax Assessment - residential and personal prop-
erty within Tarrant County
EDUCATION
MOUNT SAC (SAN ANTONIO COLLEGE), Walnut, California - 1991
Course: Advanced Real Estate Appraisal - 54 'hours*
UNIVERSITY OF TEXAS AT ARLINGTON, Arlington, Texas - 1990
Course: Real Estate Law/Contracts - 30 hours* `
REAL ESTATE TRAINING INSTITUTE, Fort Worth, Texas - 1989
Courses: Principles and Practices - 30 hours*
Fair Housing Training - 3 hours*
APPRAISAL INSTITUTE, Chicago, Illinois - 1981 and 1986
Course 101 - An Introduction to Appraising Real Property - 60 hours*
Course 102 - Applied Residential Property Valuation - 33 hours*
Standards of Professional Practice (SPPA) - 15 hours*
FERRIS STATE COLLEGE, Big Rapids, Michigan - 1979
Bachelor of Science/School of Business
Major: Marketing
*All classroom hours
PROFESSIONAL ORGANIZATION
National Association of Real Estate Appraisers
Recognition: Certified Real Estate Appraiser.', CREA
7.
STATE•OF CALIFORNIA—BUSINESS,TRANSPOR ON AND G AGENCY DAVIS. Governor
III; OFFICE OF REAL ESTATE APPRAISERS
SAC AMENTO. C OAKS DRIVE. SUITE 790
� SACRAMENTO. CA 96633.3637 �
CCIE12YVI Y(CA-73 OF VOO D STe41VIDIIN&
This is to certify that .
KENNETH P. KOVAL
is currently an appraiser in good standing and holds a
Certified Residential
license issued by the State of California.
License Number: AR 006558
License Status: Active
License Type: Renewal
Issuance Date: August 18, 2000
Expiration Date: August'17,2002
The above named appraiser was found-to have met the requirements established by the
Appraiser Qualifications Board of the Appraisal Foundation and the Real Estate
Appraisers'Licensing Law of the State of California for the license level identified as of
the above indicated issuance date. No final public disciplinary action has been
rendered against the holder of this license as of this date.
I,John S.Brenan,certify that I am Chief,of the Licensing and Enforcement Division for
the California Office of Real Estate Appraisers, that I have made a diligent search of the
records under my custody and the above information is true and correct as reflected in
the official records.
Dated: September 08,2000 hn .Brenan
Chie
Licensing and Enforcement Division
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REAL ESTATE APPRAISER LICENSE
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SUPVbMENTAL ADDENDUM ' ". File No.
✓ Borrower/Client
Property Address
C ipy County State Zip Code
Lender
7 Year Client List with references December 15, 2000
City of Huntington Beach
Economic Development Department
Attention: Terry King, Development Specialist
2000 Main Street
Huntington Beach, California 92648
Kenneth P. Koval, Certified Residential Appraiser; #AR006558
171 South Fairfax Avenue, #105
Los Angeles, California 90036-2106
Client's Order on List in accordance with Work Volume
H.R.E. , INC
Southern California Mobile Homes
Sales and Full Service Mobile and Manufactured Homes
12411 Euclid Street
Garden Grove, CA 92840
(714) 530-5434 Patty Lambert, General Manager
Claraben Homes
Mobile and Manufactured Home Sales
12640 Beach Blvd
Stanton, CA 90680
.(714) 890-1883 Lori Gentry, Sales Manager
Cole Housing
Specializing in Manufactured Homes
1500 East Katella,`Suite 4
Orange, CA 92867
(714) 628-1222 John Etheridge, General Manager
5-Star Mobile Home Sales
New Homes, Resales, Bank Repo's
11810 Beach Boulevard
Stanton, CA 90660
(714) 891-6383 Vicki Robertson, Finance Manager
Kenneth P. Koval, CRA
Certified Residential Appraiser
Fair Market Valuation(909)464-2257
Form SUP-•'TOTAL 2000'appraisal software by a la mode,Inc.-- 1.800-ALAMODE
SUP" MENTAL ADDENDUM; File No.
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Borrower/Client
Property Address
city County State Zip Code
Lender
Proposal Letter with Contents December 15, 2000
City of Huntington Beach
Economic Development Department
Attention: Terry King Development Specialist 1'Z`z aloo
2000 Main Street «C'
Huntington Beach, California 92648 ' (C E"Sc)I/
Kenneth P. Koval , Certified Residential Appraiser, #AR006558
171 South Fairfax Avenue, #105
Los Angeles, California 90036-2106
Dear Terry King,
Thank You for considering my services for the Drive-by Appraisal
Inspections. Please find my complete package, to include this proposal letter.
I believe in a thorough and complete Park investigation too include current
on site management interviews regarding rental rates, sales and future park
plans, etc.
Each appraisal will include original 35 millimeter photographs, (Not Digital),
to include Park Entrance, the Amenities. Subject, Street, and Comparable Sales
used to derive value. A Park Map, and Color Location Map included in report.
Compensation, $150.00 per original report unless otherwise stated.
Thank You for accepting this Proposal Letter,
Sincerely.
-----------------------------------------
Kenneth P. Koval, CRA
Certified Residential Appraiser
Fair Market Valuation(909)464-2257 ( 3,�A'.3)�j 9, —C/C/)7
Form SUP•-'TOTAL 2000•appraisal software by a la mode,Inc.-- 1-800-ALAMODE
0 GS 16 ty��
CITY OF HUNTINGTON BEAC
APPLICATION FOR INSURANCE REQUIREMENT AIVE Olt
1. Name/Title/Department of Requesting Staff Member Terri King,Dev. Specialist, Economic Development
2. Date of Request February 5, 2001
3. Name of Contractor/Permittee Kenneth P.Koval,CRA(residential property/mobilehome appraiser)
4. Description of work to be performed Drive-by appraisal reports on homes of owners who have applied
for a housing rehabilitation loan from the City of H.B.,used to determine the value of their home and
subsequent loan approval.
5. Value of Contract $3,500
6. Length of Contract 12 months
7. Type of Insurance Waiver LT Modification Requested: 1)That Professional Liability Insurance
requirements be decreased from$1,000,000 to$500,000 and 2)that General Liability insurance requirements
be waived.
(a)Limits: (b)Coverage
8. Have you contacted Risk Management to determine if professional liability coverage is available through
SCOPE?
9. Reason for Request for Waiver or Reduction of Limits Claims that he finds the subject insurance
requirements excessive in relation to the size of the Service Contract being negotiated.
10. Identify the risks to the City if this request for waiver or modifications granted Unknown
Department Head Signature ^ '
(This section to be completed by Risk Manager)
Recommendation: Approve_JF!"/Den
7�
Risk Manager's Signature/Date ` f u/
(This section to be completed by City Attorney)
Recommendation: Approve Deny
City Attorney's Signature/ ate / 2 !moo/ o
Settlement Committee approval ' [is not quired for this waiver. If Settlement Committee approval is required,
submit this form to City Attorney's ice be placed on the agenda. Recommendation: Approve Deny
City Council approval is not] equired for this waiver. If City Council approval is required,attach this form to the
RCA after consideration by ettlement Committee. This insurance waiver[is not] on City Council agenda.
Reviewer's initials:
j mp/mi s/inswai ver/2/5/01
14UNY1NGTONVEACW 2000 Main Street Ulfornin 92648
DECLARATION of NON-EMPLOYER STATUS
In order to comply with City Council Resolution No. 6277, you are required to provide proof of
Workers' Compensation insurance. If you have no employees, this form must be signed and returned
to:
City of Huntington Beach
Risk Man:►gemeeit Division
20OG Main Jtreet
Huntington Beach; CA 92648
I certify that in the performance of the activity or wcrk for which this permit is issued, I shall nor employ
any person in any manner so as to become subject to California Workers' Compensation insurance
requirements.
I awthorize the City of Huntingtcn Beach to immediately and retroactively revoke the license or permit
issuers under this doclaratlon if I hire any employeeW or become subject to the provisions of the laws
requiring Workers' Compensa(ior Insurance.
Applicant/Company Name: �� ��e-- �• �l�- cyan
Address: _ , (/�Tr� �� ) ors3C,Zjd b
oil
Applird1).1 5 Signature' _. ate:`_
IF
L4cavon signed:
7P'ephone Number:
T07PL P.02
FES-06-2001 09:5e 99% P.02
` Hobbs Group
Five Stag Appraisal Prr,gar.�
118 South Clinton,Strca:, Sui*e 460 ' Chicago, IL S0661 ` (800) 497- t:44
r t -ur OF ;:0WHRAG E
1. Name and Address of Insured:
Kenneth P. Koval K.P. Koval, CRA
171 S. Fairfax Ave# 105
LOS ANGELES,CA 90036
2. Insurer: Certain Underwriters at Lloyd's, London
3. Gcvsrage: Ev rors and Omissions
4. Polk y Number: 01HGFSAP•1120
5. Limits of Liability: $500,000 Each Claim, including Claims Expenses
$600,000 Annual Aggregate, including Claims Expenses
6. Deductible: $500 Each Claim, including Claims Expenses
7. Annual Policy Premium: $993.00 (Paki in Full,including taxes and S25 wocessing fee)
8. Policy Period: 10/15/2000 to 10118/2001
12:01 a.m, standard time at the location stated above.
9. Retroactive Date: October 16, 1997
Definition: Retroactive Date(Prior Acts Coverage)-This is the date from,which the Insured warrants that
"CONTINUOUS"Professional Liability coverage her.existed without interruption. Appraisers obtaining this insurance for
the FIRST time or renewing insurance after a lapse in coverage will have a retroactive dale the ci;'ou as the potcy
inception date. A retroactive date indicates how far back In time this insurance will provide coverage for pror acts. Any
claim made for an appraisal done prior to the retroaetlya date will be excluded under th;s policy.
10. Based on: 1 appraiser(s)
11. Covsrage is subject in all respects to the terms, conditions, & limitations of the policy(ies) or
certificate(s) in current use by certain Underwriters at Lloyd's, London, unless otherwise
specified. F
12. This "Proof of Coverage" notice is your formal "Evidence of Insurance"to be used (or
copies thereat] to notify banks, and other third parties that such coverage exists.
Date of?ssuance: F7A-: 01, 2001
Approved Lloyd's Correspondent
TOTAL P.02
•
gmc 3,o3
CITY OF HUNTINGTON BEACH
Inter-Office Communication
Economic Development Department
Date: March 5, 2001
To: ��iiJeffrey Hughes, Deputy City Clerk I
From: i4erri King, Development Specialist
Subject: Bid Process Completion Statement:
Kenneth P. Koval, Certified Appraiser
Pursuant to the provisions of the Huntington Beach Municipal Code, Chapter
3.03, with reference to the contract between the above referenced consultant and
the City of Huntington Beach, the following is true:
Over twenty appraisers listed in the Huntington Beach telephone directory were
contacted at their business telephone numbers. Each appraiser was asked to
submit to the City of Huntington Beach Economic Development Department
(attention Terri King) a proposal outlining what they would charge for a residential
or mobile home appraisal (referred to as a "drive-by appraisal" in the appraisal
industry). Appraisers were also asked to submit, along with their proposal, a
sample of their typical drive-by appraisal. Requests for proposals were made
over the phone to save time (appraisal services are sorely needed for the City
Rehabilitation Loan Program).
Approximately six proposals were received by the Department. These include
the following appraisers:
• Kenneth P. Koval, Certified Real Estate Appraiser
• J. Harvey Hyams Associates, Real Estate Appraisers & Consultants
• Jeffrey D. Collins, Real Estate Appraiser
• APPRAISALink, Christy F. O'Dell
• William McBride, Certified Real Estate Appraiser
• Koch Appraisal Service, Ray Koch
All proposals were reviewed. Kenneth P. Koval was one of two appraisers
chosen as a consultant because of his expertise in mobile home appraisal
techniques and experience. His bid was competitive for the appraisal industry.