HomeMy WebLinkAboutAnderson and Brabant Inc; 2012-12-17; TRAN961TRAN961
AGREEMENT FOR PROPERTY VALUATION SERVICES
(ANDERSON & BRABANT, INC.)
^ THIS AGREEMENT is made and entered into as of the / day of
lO/^C^/vij^^r^ , 20by and between the CITY OF CARLSBAD, a municipal
corporation, ("City"), and Anderson & Brabant Inc., a California corporation, ("Contractor").
RECITALS
A. City requires the professional services of a property valuation consultant that is
experienced in appraising the value of property.
B. Contractor has the necessary experience in providing professional services and
advice related to appraising the value of property.
C. Contractor has submitted a proposal to City and has affirmed its willingness and
ability to perform such work.
NOW, THEREFORE, in consideration of these recitals and the mutual covenants
contained herein. City and Contractor agree as follows:
1- SCOPE OF WORK
City retains Contractor to perform, and Contractor agrees to render, those services (the
"Services") that are defined in attached Exhibit "A", which is incorporated by this reference in
accordance with this Agreement's terms and conditions.
2. STANDARD OF PERFORMANCE
While performing the Services, Contractor will exercise the reasonable professional care and
skill customarily exercised by reputable members of Contractor's profession practicing in the
Metropolitan Southern California Area, and will use reasonable diligence and best judgment
while exercising its professional skill and expertise.
3. TERM
The term of this Agreement will be effective for a period of 180 days from the date first above
written. The City Manager may amend the Agreement to extend it for one additional six month
period or parts thereof Extensions will be based upon a satisfactory review of Contractor's
performance, City needs, and appropriation of funds by the City Council. The parties will
prepare a written amendment indicating the effective date and length of the extended
Agreement.
4. TIME IS OF THE ESSENCE
Time is of the essence for each and every provision of this Agreement.
5. COMPENSATION
The total fee payable for the Services to be performed during the initial Agreement term will be
twenty five thousand dollars ($25,000). No other compensation for the Services will be allowed
except for items covered by subsequent amendments to this Agreement. The City reserves the
right to withhold a ten percent (10%) retention until City has accepted the work and/or Services
specified in Exhibit "A".
Incremental payments, if applicable, should be made as outlined in attached Exhibit "A".
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6. STATUS OF CONTRACTOR
Contractor will perform the Services in Contractor's own way as an independent contractor and
in pursuit of Contractor's independent calling, and not as an employee of City. Contractor will be
under control of City only as to the result to be accomplished, but will consult with City as
necessary. The persons used by Contractor to provide services under this Agreement will not
be considered employees of City for any purposes.
The payment made to Contractor pursuant to the Agreement will be the full and complete
compensation to which Contractor is entitled. City will not make any federal or state tax
withholdings on behalf of Contractor or its agents, employees or subcontractors. City will not be
required to pay any workers' compensation insurance or unemployment contributions on behalf
of Contractor or its employees or subcontractors. Contractor agrees to indemnify City within
thirty (30) days for any tax, retirement contribution, social security, overtime payment,
unemployment payment or workers' compensation payment which City may be required to
make on behalf of Contractor or any agent, employee, or subcontractor of Contractor for work
done under this Agreement. At the City's election, City may deduct the indemnification amount
from any balance owing to Contractor.
7. SUBCONTRACTING
Contractor will not subcontract any portion of the Services without prior written approval of City.
If Contractor subcontracts any of the Services, Contractor will be fully responsible to City for the
acts and omissions of Contractor's subcontractor and of the persons either directly or indirectly
employed by the subcontractor, as Contractor is for the acts and omissions of persons directly
employed by Contractor. Nothing contained in this Agreement will create any contractual
relationship between any subcontractor of Contractor and City. Contractor will be responsible for
payment of subcontractors. Contractor will bind every subcontractor and every subcontractor of
a subcontractor by the terms of this Agreement applicable to Contractor's work unless
specifically noted to the contrary in the subcontract and approved in writing by City.
8. OTHER CONTRACTORS
The City reserves the right to employ other Contractors in connection with the Services.
9. INDEMNIFICATION
Contractor agrees to indemnify and hold harmless the City and its officers, officials, employees
and volunteers from and against all claims, damages, losses and expenses including attorneys
fees arising out of the performance of the work described herein caused by any negligence,
recklessness, or willful misconduct of the Contractor, any subcontractor, anyone directly or
indirectly employed by any of them or anyone for whose acts any of them may be liable.
The parties expressly agree that any payment, attorney's fee, costs or expense City incurs or
makes to or on behalf of an injured employee under the City's self-administered workers'
compensation is included as a loss, expense or cost for the purposes of this section, and that
this section will survive the expiration or early termination of this Agreement.
10. INSURANCE
Contractor will obtain and maintain for the duration of the Agreement and any and all
amendments, insurance against claims for injuries to persons or damage to property which may
arise out of or in connection with performance of the services by Contractor or Contractor's
agents, representatives, employees or subcontractors. The insurance will be obtained from an
insurance carrier admitted and authorized to do business in the State of California. The
insurance carrier is required to have a current Best's Key Rating of not less than "A-:VH". OR
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with a surplus line insurer on the State of California's List of Eligible Surplus Line Insurers
(LESLI) with a rating in the latest Best's Key Rating Guide of at least "A:X".
10.1 Coverages and Limits.
Contractor will maintain the types of coverages and minimum limits indicated below, unless Risk
Manager or City Manager approves a lower amount. These minimum amounts of coverage will
not constitute any limitations or cap on Contractor's indemnification obligations under this
Agreement. City, its officers, agents and employees make no representation that the limits of
the insurance specified to be carried by Contractor pursuant to this Agreement are adequate to
protect Contractor. If Contractor believes that any required insurance coverage is inadequate.
Contractor will obtain such additional insurance coverage, as Contractor deems adequate, at
Contractor's sole expense.
10.1.1 Commercial General Liabilitv Insurance. $1,000,000 combined single-limit
per occurrence for bodily injury, personal injury and property damage. If the submitted policies
contain aggregate limits, general aggregate limits will apply separately to the work under this
Agreement or the general aggregate will be twice the required per occurrence limit.
10.1.2 Automobile Liabilitv (if the use of an automobile is involved for
Contractor's work for City). $1,000,000 combined single-limit per accident for bodily injury and
property damage.
10.1.3 Workers' Compensation and Emplover's Liabilitv. Workers' Compensation
limits as required by the California Labor Code. Workers' Compensation will not be required if
Contractor has no employees and provides, to City's satisfaction, a declaration stating this.
10.1.4 Professional Liabilitv. Errors and omissions liability appropriate to
Contractor's profession with limits of not less than $1,000,000 per claim. Coverage must be
maintained for a period of five years following the date of completion of the work.
I I If box is checked. Professional Liability
City's Initials Contractor's Initials Insurance requirement is waived.
10.2. Additional Provisions. Contractor will ensure that the policies of insurance required under
this Agreement contain, or are endorsed to contain, the following provisions:
10.2.1 The City will be named as an additional insured on Commercial General
Liability which shall provide primary coverage to the City.
10.2.2 Contractor will obtain occurrence coverage, excluding Professional
Liability, which will be written as claims-made coverage.
10.2.3 This insurance will be in force during the life of the Agreement and any
extensions of it and will not be canceled without thirty (30) days prior written notice to City sent
by certified mail pursuant to the Notice provisions of this Agreement.
10.3 Providing Certificates of Insurance and Endorsements. Prior to City's execution of this
Agreement, Contractor will furnish certificates of insurance and endorsements to City.
10.4 Failure to Maintain Coverage. If Contractor fails to maintain any of these insurance
coverages, then City will have the option to declare Contractor in breach, or may purchase
replacement insurance or pay the premiums that are due on existing policies in order to
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maintain the required coverages. Contractor is responsible for any payments made by City to
obtain or maintain insurance and City may collect these payments from Contractor or deduct the
amount paid from any sums due Contractor under this Agreement.
10.5 Submission of Insurance Policies. Citv reserves the hght to require, at anytime, complete
and certified copies of any or all required insurance policies and endorsements.
11. BUSINESS LICENSE
Contractor will obtain and maintain a City of Carlsbad Business License for the term of the
Agreement, as may be amended from time-to-time.
12. ACCOUNTING RECORDS
Contractor will maintain complete and accurate records with respect to costs incurred under this
Agreement. All records will be clearly identifiable. Contractor will allow a representative of City
during normal business hours to examine, audit, and make transcripts or copies of records and
any other documents created pursuant to this Agreement. Contractor will allow inspection of all
work, data, documents, proceedings, and activities related to the Agreement for a period of
three (3) years from the date of final payment under this Agreement.
13. OWNERSHIP OF DOCUMENTS
All work product produced by Contractor or its agents, employees, and subcontractors pursuant
to this Agreement is the property of City. In the event this Agreement is terminated, all work
product produced by Contractor or its agents, employees and subcontractors pursuant to this
Agreement will be delivered at once to City. Contractor will have the right to make one (1) copy
of the work product for Contractor's records.
14. COPYRIGHTS
Contractor agrees that all copyrights that arise from the services will be vested in City and
Contractor relinquishes all claims to the copyrights in favor of City.
15. NOTICES
The name of the persons who are authorized to give written notices or to receive written notice
on behalf of City and on behalf of Contractor under this Agreement.
For Citv For Contractor
Name Marshall Plantz Name Gilbert Kunkel
Title Senior Civil Engineer Title Treasurer - Project Manager
Department Transportation Address 353 W. Ninth Avenue
City of Carlsbad Escondido, CA 92025
Address 1635 Faraday Avenue Phone No. (760) 741-4146
Carlsbad, CA 92008 Email gil(gabvaluation.com
Phone No. (760) 602-2766
Each party will notify the other immediately of any changes of address that would require any
notice or delivery to be directed to another address.
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16. CONFLICT OF INTEREST
Contractor shall file a Conflict of Interest Statement with the City Clerk in accordance with the
requirements of the City of Carlsbad Conflict of Interest Code. The Contractor shall report
investments or interests in all four categories.
17. GENERAL COMPLIANCE WITH LAWS
Contractor will keep fully informed of federal, state and local laws and ordinances and
regulations which in any manner affect those employed by Contractor, or in any way affect the
performance of the Services by Contractor. Contractor will at all times observe and comply with
these laws, ordinances, and regulations and will be responsible for the compliance of
Contractor's services with all applicable laws, ordinances and regulations.
Contractor will be aware ofthe requirements ofthe Immigration Reform and Control Act of 1986
and will comply with those requirements, including, but not limited to, verifying the eligibility for
employment of all agents, employees, subcontractors and consultants whose services are
required by this Agreement.
18. DISCRIMINATION AND HARASSMENT PROHIBITED
Contractor will comply with all applicable local, state and federal laws and regulations prohibiting
discrimination and harassment.
19. DISPUTE RESOLUTION
If a dispute should arise regarding the performance of the Services the following procedure will
be used to resolve any questions of fact or interpretation not othen^/ise settled by agreement
between the parties. Representatives of Contractor or City will reduce such questions, and their
respective views, to writing. A copy of such documented dispute will be forwarded to both
parties involved along with recommended methods of resolution, which would be of benefit to
both parties. The representative receiving the letter will reply to the letter along with a
recommended method of resolution within ten (10) business days. If the resolution thus
obtained is unsatisfactory to the aggrieved party, a letter outlining the disputes will be forwarded
to the City Manager. The City Manager will consider the facts and solutions recommended by
each party and may then opt to direct a solution to the problem. In such cases, the action of the
City Manager will be binding upon the parties involved, although nothing in this procedure will
prohibit the parties from seeking remedies available to them at law.
20. TERMINATION
In the event of the Contractor's failure to prosecute, deliver, or perform the Services, City may
terminate this Agreement for nonperformance by notifying Contractor by certified mail of the
termination. If City decides to abandon or indefinitely postpone the work or services
contemplated by this Agreement, City may terminate this Agreement upon written notice to
Contractor. Upon notification of termination, Contractor has five (5) business days to deliver any
documents owned by City and all work in progress to City address contained in this Agreement.
City will make a determination of fact based upon the work product delivered to City and of the
percentage of work that Contractor has performed which is usable and of worth to City in having
the Agreement completed. Based upon that finding City will determine the final payment of the
Agreement.
Either party upon tendering thirty (30) days written notice to the other party may terminate this
Agreement. In this event and upon request of City, Contractor will assemble the work product
and put it in order for proper filing and closing and deliver it to City. Contractor will be paid for
work performed to the termination date; however, the total will not exceed the lump sum fee
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payable under this Agreement. City will make the final determination as to the portions of tasks
completed and the compensation to be made.
21. COVENANTS AGAINST CONTINGENT FEES
Contractor warrants that Contractor has not employed or retained any company or person, other
than a bona fide employee working for Contractor, to solicit or secure this Agreement, and that
Contractor has not paid or agreed to pay any company or person, other than a bona fide
employee, any fee, commission, percentage, brokerage fee, gift, or any other consideration
contingent upon, or resulting from, the award or making of this Agreement. For breach or
violation of this warranty, City will have the right to annul this Agreement without liability, or, in
its discretion, to deduct from the Agreement price or consideration, or othenA/ise recover, the full
amount ofthe fee, commission, percentage, brokerage fees, gift, or contingent fee.
22. CLAIMS AND LAWSUITS
By signing this Agreement, Contractor agrees that any Agreement claim submitted to City must
be asserted as part of the Agreement process as set forth in this Agreement and not in
anticipation of litigation or in conjunction with litigation. Contractor acknowledges that if a false
claim is submitted to City, it may be considered fraud and Contractor may be subject to criminal
prosecution. Contractor acknowledges that California Government Code sections 12650 et seg..
the False Claims Act applies to this Agreement and, provides for civil penalties where a person
knowingly submits a false claim to a public entity. These provisions include false claims made
with deliberate ignorance of the false information or in reckless disregard of the truth or falsity of
information. If City seeks to recover penalties pursuant to the False Claims Act, it is entitled to
recover its litigation costs, including attorney's fees. Contractor acknowledges that the filing of a
false claim may subject Contractor to an administrative debarment proceeding as the result of
which Contractor may be prevented to act as a Contractor on any public work or improvement
for a period of up to five (5) years. Contractor acknowledges debarment by another jurisdiction
is grounds for City to terminate this Agreement.
23. JURISDICTIONS AND VENUE
Any action at law or in equity brought by either of the parties for the purpose of enforcing a right
or rights provided for by this Agreement will be tried in a court of competent jurisdiction in the
County of San Diego, State of California, and the parties waive all provisions of law providing for
a change of venue in these proceedings to any other county.
24. SUCCESSORS AND ASSIGNS
It is mutually understood and agreed that this Agreement will be binding upon City and
Contractor and their respective successors. Neither this Agreement or any part of it nor any
monies due or to become due under it may be assigned by Contractor without the prior consent
of City, which shall not be unreasonably withheld.
25. ENTIRE AGREEMENT
This Agreement, together with any other written document referred to or contemplated by it,
along with the purchase order for this Agreement and its provisions, embody the entire
Agreement and understanding between the parties relating to the subject matter of it. In case of
conflict, the terms of the Agreement supersede the purchase order. Neither this Agreement nor
any of its provisions may be amended, modified, waived or discharged except in a writing
signed by both parties.
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26. AUTHORITY
The individuals executing this Agreement and the instruments referenced in it on behalf of
Contractor each represent and warrant that they have the legal power, right and actual authority
to bind Contractor to the terms and conditions of this Agreement.
CONTRACTOR
ANDERSON & BRABANT, INC., a
California corporation
(sign here)
(print name/title)
CITY OF CARLSBAD, a municipal
corporation of the State of California
By
ty Managorror Mc City Managorrpf Mayor or Division Director
as authorized by the City Manager
By
(sign here)
(print name/title)
If required by City, proper notarial acknowledgment of execution by contractor must be
attached. If a corporation. Agreement must be signed by one corporate officer from each of the
following two groups.
Group A
Chairman,
President, or
Vice-President
Group B
Secretary,
Assistant Secretary,
CFO or Assistant Treasurer
Otherwise, the corporation must attach a resolution certified by the secretary or assistant
secretary under corporate seal empowering the officer(s) signing to bind the corporation.
APPROVED AS TO FORM:
RONALD R. BALL, City Attorney
BY:
Assistant City Attonney
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Carlsbad Boulevard Realignment Scope of Work and Fee Proposal Exhibit "A"
SCOFSOFWORIK;
Mim November 12,2012
IPEINTIFICAHON OFTHF FROFERTY
Tlie properties to be appraised ai-e shown on maps provided by the client labeled Carlsbad
Bovlevard Land Exchange. The map is dated October 15, 2012. The properties shown on the map
have indicated acreages that total approximately 27.89 acres of State of California owned land to be
acquired by the City and 27.72 acres of land to be acquired by the State of Califomia.
Lggal Pgsgnptign
To be provided by client:
Title to the subject properties is currently vested in the name ofthe City of Carlsbad and the
State of Califomia.
PURPOSE OF THE ASSIGNIMENT
The purpose of this appraisal is to provide an estimate ofthe fair market value of the subject
properties. As I'equired by California Department of General Services Appraisal Specifications,
Fair Market Value is defined as follows:
"The highest price on the date of valuation that would be agreed to by a seller, being
willing to sell but under no particular or urgent necessity for so doing, nor obliged to
sell, and a buyer, being ready, willing and able to but under no particular necessity for
so doing, each dealing with the other with full knowledge of all the uses and purposes
for which tlie property is reasonably adaptable and available.
The fair market value of the property taken for which there is no relevant market is its
value as of the date of valuation as determined by any method of valuation that is just
and equitable.*'^
(^FFRATSAI^STANPARffS
The appraisal development process reflected in the report is intended to be appropriate for the
property type and the intended use of the report. This will be a "Summary" appraisal report as
defined by USPAP. It is a written report prepared in accordance with Standards Rule 2-2(b)
relating to a Summary Appraisal performed under Standard 1 as currently adopted by the Appraisal
Standards Board. A Summary Report presents summary discussions of all data, reasonmg, and
analyses used in the appraisal process to develop the opinion of value.
Furthemiore, the appraisal will conform to the guidelines established by the Califomia
Department of General Services Appraisal Specifications (revised January 1, 2008), the Uniform
Appraisal Standards for Federal Land Acquisitions, and the Federal Financial Assistance Manual,
Volume 69 (effective October 1,2008)..
^Caltfamia Code of Civil Procedures. Title 7. Sec. 1263.320
Anderson & Brabant. Inc. 2
Carlsbad Boulevard Realignment Scope of Work and Fee Proposal
CLIENT
The client for this assignment is the City of Carlsbad.
TNTENDED USE AND INTENDED USER
This appraisal report is for the use of the City of Carlsbad (client) and the State of
Califomia. It is understood that the appraisal report is intended to facilitate conversion of State of
Califomia Park Service lands and will include value conclusions for the proposed converted land (State
of Califomia ownership) and the replacement land (City of Carlsbad ownership).
PROPERTY RIGHTS APPRAISED
The interest appraised is the fee simple estate, subject to covenants, conditions and
restrictions of record, if any. Fee Simple Estate is defined as follows: "Absolute ownership
unencumbered by any other interest or estate subject only to the four powers of govemment."^
Title reports for the appraised properties are to be provided by the client at the client's
discretion. Absent current title reports, the appraiser will rely on available sources (record of
survey, etc.) for information regarding encumbrances. Where no information is available, the
appraiser will assume that the appraised properties are free of any encumbrances except where an
actual physical encumbrance (for example, overhead power lines) is discovered during the property
inspection. If such a physical encumbrance is discovered, the appraiser will make a reasonable
assumption as to the extent of the encumbrance on title.
In addition, the appraiser will assume encumbrances are in place as directed by the client if
it is reasonable to assume that the encumbrance will impact the property as part ofthe realignment
project or due to other factors.
VAI JTATION PREMISE
The focus of the current appraisal is on the market value of the subject property in its "As
Is" condition as of the date of value.
"AS IS VALUE" means the market value of the appraised property as it physically,
legally, and economically exists on the effective date of value. Market Value should
reflect deductions for proposed construction or partially leased improvements.2
The concept of "As Is" value as used in this report is qualified to the extent that the subject
property has been appraised in the before condition in compliance with Califomia Code of Civil
Procedure Section 1263.330 which states that "The fair market value ofthe property taken shall not
include any increase or decrease in the value of the property that is attributable to any of the
following: (a) The project for which the property is taken, (b) The eminent domain proceedings in
which the property is taken."
PATE QF \Mm
The date of value for this analysis is to be a current date of value.
2
The Dictionary of Real Estate Appraisal, 2nd ed. (Chicago: Appraisal Institute, 1989, p. 120
Anderson & Brabant, Inc. ^
Carlsbad Boulevard Realignment Scope of Work and Fee Proposal
DATE OF REPORT
The date of this report is to be determined.
EXTRAORDINARY ASSUMPTIONS
An extraordinary assumption is something that is assumed to be true, but is not certain. An
extraordinary assumption of this report is that the lands appraised are available in the open market
place for purchase by public and private buyers and that upon sale of the property, it could be put to
economic use or uses consistent with surrounding uses and based on prudent land planning. It may
be that in the course of this assignment that this extraordinary assumption will be determined to be a
hypothetical condition (see following section) and will be identified as such in the appraisal.
HYPOTHETICAL CONDITIONS
Hypothetical conditions are known to be false, but are presumed to be true for the purpose
of reasonable analysis.
LAND USE CONSULTANT
The properties to be appraised currently have differing land use designations. The concept
of highest and best use is based, in part, on a use that is legally allowable and physically possible.
The determination of legally allowable uses will require the input and opinions of City of Carlsbad
planning staff Consideration should be given to retaining a land use consultant to assist in land use
determinations critical to the valuation analysis.
OTHER DEFINITIONS
The following definitions are pertinent to the appraisal that follows. The definitions are
from the Dictionary of Real Estate Appraisal.
Highest and Best Use: The reasonably probable and legal use of vacant land or an
improved property, which is physically possible, appropriately supported, financially
feasible, and that results in the highest value.
Larger Parcel: In condemnation, the portion of a property that has unity of ownership,
contiguity, and unity of use, the three conditions that establish the larger parcel for the
consideration of severance damages.
SCOPE OF WORK SUMMARY
The appraisal development process reflected in this report is intended to be appropriate for
the property type and the intended use of the report. This is a "Summary" appraisal report as
defined by USPAP. It is a written report prepared in accordance with Standards Rule 2-2(b)
relating to a Summary Appraisal performed under Standard 1. A Summary Report presents
summary discussions of all data, reasoning, and analyses used in the appraisal process to develop
the opinion of value. In addition the report will conform to the Califomia Department of General
Services Appraisal Specifications (revised January 1, 2008) and the Uniform Appraisal Standards for
Federal Land Acquisitions.
Anderson & Brabant, Inc. 4
Carlsbad Boulevard Realignment Scope of Work and Fee Proposal
The scope of this appraisal will require collecting primary and secondary market data relative
to the subject property. The depth of the analysis is intended to be appropriate in relation to the
significance of the appraisal problem. These data will be analyzed and confirmed using all available
sources. The valuation process will involve the utilization of all techniques and procedures
considered appropriate to the assignment.
The types of data to be considered will include some or all of the following: sales, listings,
offers to purchase, and leases. The data considered may represent transactions occurring over a
wide time fi-ame as deemed necessary. The geographic limits of the search are expected to focus on
coastal influenced properties in the State of Califomia, with other locations considered as deemed
necessary.
The first step in the analysis will be to conduct a preliminary survey of the subject property
and surrounding area in order to more accurately define the appraisal problem and identify the
methods and techniques necessary to accomplish the objective of this appraisal report.
The general area will be inspected for the purpose of identifying those specific boundaries
within which data that could be considered relevant to this analysis would most likely be located.
The intent of this inspection is also to identify physical conditions, neighborhood development
trends, and other factors that affect real property value. We will examine the general economy of
the region and community to determine trends in population, housing, employment, financing, and
markets which influence the real estate environment. The subject properties will be inspected to
ascertain physical features such as topography, access, drainage, street improvements, utilities, and
condition. All available reports pertinent to the subject properties will be reviewed and considered
where applicable.
The Sales Comparison Approach is considered to have applicability in the valuation of the
subject properties. Other approaches to value will be considered if applicable. It is anficipated that
the Anderson & Brabant, Inc. will prepare separate parcel appraisals for each parcel determined to
be a separate parcel for the purpose of this appraisal. The parcel appraisals will be included in a
single report with separate sections for each parcel.
Anderson & Brabant, Inc.
Carlsbad Boulevard Realignment Scope of Work and Fee Proposal
ASSUMPTIONS AND LIMITING CONDITIONS
This appraisal is subject to the following special assumptions and limiting conditions:
1. This is a "Summary Appraisal Report" which is intended to comply with the reporting
requirements set forth under Standards Rule 2-2(b) of the Uniform Standards of Professional
Appraisal Practice for a Summary Appraisal Report. As such, it presents summary discussions of
the data, reasoning, and analyses that were used in the appraisal process to develop the appraiser's
opinion of value. The information contained in this report is specific to the needs of the client and
for the intended use stated in this report. The appraisers are not responsible for unauthorized use of
this report.
2. The opinions and conclusions included in this appraisal are based on information available
and/or discovered as of the date of the appraisal. The appraiser reserves the right to change those
opinions and conclusions if additional information which is in any way pertinent, such as items
specific to the property or additional market data, becomes available and/or is discovered
subsequent to the appraisal date.
3. An extraordinary assumption is something that is assumed to be true, but is not certain. An
extraordinary assumption of this report is that the lands appraised are available in the open market
place for purchase by public and private buyers and that upon sale of the property, it could be put to
economic use or uses consistent with surrounding uses and based on prudent land planning. It may
be that in the course of this assignment that this extraordinary assumption will be determined to be a
hypothetical condition (see following section) and will be identified as such in the appraisal
4. The concept of "As Is" value as used in this report is qualified to the extent that the subject
property has been appraised in the before condition in compliance with Califomia Code of Civil
Procedure Secfion 1263.330 which states that "The fair market value of the property taken shall not
include any increase or decrease in the value of the property that is attributable to any of the
following: (a) The project for which the property is taken, (b) The eminent domain proceedings in
which the property is taken."
This appraisal is subject to the following general assumptions and limiting conditions:
1. It is assumed that information fiimished to us by our client and the property owner, including
maps, cost estimates, legal descriptions, and property income and operating expense information is
substantially correct.
2. No responsibility is assumed for matters legal in character, nor do we render an opinion as to
title, which is assumed to be held in fee simple interest as of the date of valuation unless otherwise
specified.
3. It is assumed that the property is readily marketable, fi-ee of all liens and encumbrances except
any specifically discussed herein, and under responsible ownership and management.
4. Photographs, plats, and maps fiimished in this appraisal are to assist the reader in visualizing the
property. No survey of the property has been made and no responsibility has been assumed in this
matter.
Anderson & Brabant, Inc.
Carlsbad Boulevard Realignment Scope of Work and Fee Proposal
5. It is assumed that there are no legitimate environmental or ecological reasons that would
prevent orderly development of the land to its highest and best use under economically feasible
conditions.
6. Soils engineering studies have not been provided to your appraisers. It is therefore assumed that
there are no hidden or unapparent conditions of the property such as hazardous or toxic wastes and/or
other subsoil conditions, which would render it more or less valuable. No responsibility is assumed for
such conditions or for engineering, which might be required to discover such factors.
7. Unless otherwise stated in this report, the existence of hazardous material, which may or may
not be present on the property, was not observed by the appraisers. The appraisers have no knowledge
of the existence of such materials on or in the property. The appraisers, however, are not qualified to
detect such substances. The presence of substances such as asbestos, urea-formaldehyde foam
insulation, or other potentially hazardous materials, may affect the value of the property. The value
estimate is predicated on the assumption that there is no such material on or in the property that would
cause a loss in value. No responsibility is assumed for any such conditions, or for any expertise or
engineering knowledge required to discover them. The client is urged to retain an expert in this field, if
desired.
8. Disclosure ofthe contents of this appraisal report is govemed by the by-laws and regulations of
the Appraisal Institute. Neither all nor any part of the contents of this report (especially reference to the
Appraisal Institute or the MAI designation) shall be disseminated to the public through advertising
media, public relations media, news media, sales media, or any other public means of communication
without prior written consent and approval of Anderson & Brabant, Inc.
9. The submission of this report constitutes completion of the services authorized. It is submitted
on the condition that the client will provide the appraiser customary compensation relating to any
subsequent required depositions, conferences, additional preparation or testimony.
10. The valuation estimate is of surface rights only and the mineral rights, if any, have been
disregarded.
11. No warranty is made as to the seismic stability of the subject property.
Anderson & Brabant, Inc.
Carlsbad Boulevard Realignment Scope of Work and Fee Proposal
FEE PROPOSAL
Total Fee: $25,000
Estimated Completion Date: 75 days from authorization to proceed
Payment Schedule: $10,000 due upon 50% completion (property inspection and analysis
completed, land use issues determined, market data sources identified, verification started).
Anderson & Brabant, Inc.