HomeMy WebLinkAbout28687 / 77-05_ _ _ T .i - �i _
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1�tARCH ? . 1977
PURPOSE:
C 0 R R E C T E D
'�,' 5 hESOLEJTZON
ENTER INTO AGRFEMEI�T FOR AFPRAIS�IL �FRVICES
FOR SAWYER CkEEK WATLRSHED F.20JECT
INITIATE7 F3Y: DzF,.`r,'CTC?R C)�' �'f>.F:k;S
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SE iT RESOLVED by the Common Courici.l of t�:e Ca.�y af 4shkosh
that the proper Ci�y official_s are hereby authoxized anc� dir���.e�
to enter into an appropriate ag�eement with AP�?RAISE�2S. ZNC OF
GRFEN FsAY, �25 S. Adams Street�, �:.y_�en ; ay. P7i�c:oz�sin J�30�. to
�rovide appraisal services for �he Sawyer Creek Wa�ershed Project
at a cast not to exceed $4,000.00.
BE IT FURTHER RESOLVED that the proper City offici��.s are
hereby authorize<� and di..rected to transier the su�r, of $4 RG00 �{;� Ekam
th� Contingency Fu�.d, Acc°�. n095 6�C, to th� L?gaI E�cpense Account,
Pcc:t. ;� 094 651. Money far said ar�praisal servi.cP a� her��v �np,�-c�r�z•ia,�.^d
fzon the Lec���1 Exgense Account, a:ll w�thin t�e '_�77 �3u�q4t�.
SUBI��ITTEp BY _____���„_,,,,._
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Februar.y 17, 1977 #� 2p RESOLUTION
F'URFOSE : ENTER INTO AGR�;ENSr NT FOR APPR�ISAL SERV3:CES
Ft�R SAWYER CREEF: 4-�'ATERSEIED PFOJECT
IDII`I'IA'I'ED BY : DIFEC'I'OR C?F PFR�CS
� ��' IT R.ESO:i�VED b_y the Ccmrtcn G:�unc .--�t5�4 � e�t� of C�stlkosri
, that the p�z�op�r Ci �y ot'=ic � a1_s are: Y�r atharizea and c�irec,ted
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to enter r'tn�to� �n appropri� � r���¢� er, wi�.h APPFZAISERS �:NC OF
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G�:FE�7 B��', 42.�5. Adams �tr, ,t � zeen �Bay, Wisconsin 54301 to
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nrnv 1_C�.� apprai�al. s�v' `c s ft�r �.ize Sawyer Cree'r; tiv'atershed Project
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at a c.osc= nat to e.� e.d $4,0OO.OG.
B� T'� Fli��THE ��SnZ,V;�:D �.h�t the p�npe.� Ca-�y �ffi�ia.l_s are
Y::-�re:oy �zuth ;ced a.r+.� d�i.rE:^ted to r sfer_ the 5um of $4,OQ0.UQ fram
, � �_�a�s_�_��
t��.� Cc�nt.inc�e.ricY Fund, 1,�..ct ;#f;9G 690�,I to ttie Lega.Z Expense Accoun��,
,....m:_.: ,
:�cct. � G�4 6�1. i-laney f.or G:;i�t a��px:ai�� 1_ serva.c<_� i.� h�r.ehy appro,.�r-z�ted
:� �-c�;;� �.lie I:�egal. L:z����-,i�,.��� ?�ccat:ii� , a:� �. F�i.i.:h�.n ttl� �977 �udg�t,
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AGREEMENT FOR FINAL APPRAISAL
THIS AGREEriENT, entered into this �/ -�day of Ma r c h , 19 7 7, by and between
the D�artment of_Parks _ of the City of Oshkosh , State
of Wisconsin __` , hereinafter referred to as the "Local Public Agency," and
Appra i sers� I nc. of Green Bay , herinafter referred to as the "Appraiser,"
WITNF.SSETif THAT:
WHEREAS, the local Public Agency proposes to acquire certain property hereinafter
referred to as the Project Area (mor� particularly descri.bes hereinafter) and desires
to obtain an appraisal of each parcel in the Project Area, including al1 improvements
structures, appurtcnances, or other elements of value which are recogni�ed b� the
courts in eminent domain proceedings; and
WHLREAS, the Appraiser represents that he is autlzorized and quailfied to make
such ap�raisal and is familiar with re�ogriiz.ed ap�nra:isal prac�ices and �vith the
standards required for determining values zn eminent domain proceedings;
NOW, THEREFURE, the Local Public Agenca% and the Appraiser, for the considera.tions
and under the conditions hereinafter set forth, do agree as follows:
1. The Appraiser agrees to:
a. riake a personal inspection of each parcel in ttie Project Area inc7_uding
al.l improvements, str.uctures, signs, adverCising displays, f_ixtures,
appurtenances, or other elements of value thereon or thereunto belongi_ng
which are recognized by the courts in eminent domain proceedings and
to advise the Local Public Ageney, in a written report, of his opinion.
of the fair market value of each such parcel.
b. Provicie the owner of each parcel or his designated representative an
opportunity, by reasonable advance notice in writing or otherwise, to
accompany the Appraiser during his detailed inspection of the property.
In the process of inspecting property, the Appraiser sha11, to the
extent practicable, ascertain the rights of all parties in possession
and note for consideration ali factuai in=ormation and comments turnished
by the owner or his representative relevant to the appr�isal. If
another Appraiser is also to appraise the same property, each Appraiser
shall make a reasonable effort to inspect the parcel at th;�. same time,
as not to inconvenience the owner of each parcel or his designated
representative; ho�vever, each Appraiser must otherwise prepare his
appraisal report independently. Each Appraiser sha11 notiiy the
Relocation Sp2cialist of the Local Agency, by reasonable advance notice
iri writing or otherwise of the date and time of_ the inspection for each
parcel, and ±o provide a reasonable opportunity for said local repre-
sentative to accompany the Appraiser during inspectian. '
c. Verify, insofar as is practicable, all recent sales of the property
appraised, and all recent sales of comparable property which the
Appraiser has taken into consideration as reflecting the fair market
value of the property appraised. Such verification shall include
inter_viewing the seller, buyer, agent, or any other person kno�an to
have participated in the transaction, to ascertain the consideration,
the terms anci conditions of the sale, any special f actors affecting
the amount of the consideration, and the actual condition of the
property at the time of transfer.
d. Complete appraisal report _ 45 days following notice by the
Locdl Public Agency to proceed with the appraisal of each certain
parcel. The property ana]_ysis, pursuant to Section 3(a), �vill be
submitted to the local agency five (5) days prior to the completion
of the appraisal report.
2. The report in 4 copies shall, in form and substance, conform to
recognized appraisal practices and to the principles of evaluatin� propertq
far determining values in eminent dom�in proceedings. In determining the fair
market value of the proPerty, the Appraiser sha11 disregard any decrease or
increase in the fair marl�et value of the reaZ property to be acquired (or
tlic: entire p�•operty of the o�•mer _+_ the case of a partial taking) prior to
tl�e d�r_e of. ��aluaii��n caused by the puhlic im�ro�.eme��t or project for which
the property woul.d be acquired for such improvement or. project, other than
that due to physical deterioration with:in r�asonable control of the owaer.
,
3. The report shall, among other things, contain the following:
a. A praperty analysis that lists, identifies and classifies as to ownership
and type of improvement a11 items of physical property considered to
be part of the real property. The property analysis shall also identify
tangible personal property located on the premises to the extent
reasonably necessary to prevent misunderstandings as to what is regarded
as being real or personal property. Bui]_dings including appurtenant
movable building equipment, structures, other improvements, and fixtures,
including their accessories and spare parts, shall be identified and
classified as to ownership and type of property as follows:
(1) Ownership.
(a) Owner of the land.
(b) Each tenant in occupancy.
�(c) Each non-occupant ocaner of any fixtures or other improvements,
� or personal property on the premises.
(2) Type
(a)
(b)
(c)
(d)
of building
Building, structure, or other fixed improvement.
Building equipment, movable.
Fixtures, classified as to whether economically movable for
reuse, movable for salvage on:Ly, or inunovable.
Persanal property, identified as to types and approximate
amounts or otherwise, as needed to obviate misunderstarcdings
as to the classification of any item. �
b. The A�praiser's opinion of the fair market value of each parcel including
improvements, structures, signs, advertising displays, fixtures,
appurtenances, or other elements of value recognized by the courts in
eminent domain proceedings. In the event that the parcel is improved,
he shall state the age, dim ensions, kind, character and conditinn of
each of the various structures, improvements, signs, advertising
displays, or fixtures appertaining to the property together with the
Appraiser's opinion of the property's highest and best use and an
allocation of the value and utility of each such structure, improvement,
fixture (or other element af value) in relation to the highest and
best use to which the propert� in the Appraiser's opinion, is adaptable.
It snaii inaiude a photograph of the property, along wi�h i.he date
said photograph was taken.
c. A report of any and all circumstances found by the Appraiser to exist
with respect to unlawful condition, use, or occupancy of the property
being appraised.
d. The names and addresses of the present owners of the property, the
date and place of recording the instrument of conveyance under wT7ich
the owners claim title, any other sales of the property during the
last f.ive (5) years preceeding the appraisal, and recent offer(s) by
the owner to sell his property.
e. A statement of all sales af comparable proper.ty which the Appraiser
has taken into cons3_deration in estimating the fair mark.et value of
the subject property. The statement covering sales of comparable
properties shall indi.cate the factors of comparability and shall set
forth the names of the grantor or grantee, a general description of
the property and its condition, date of transfer, place of recor�iing
of the conveyance, and a map, diagram, or other information indicating
the Iocation of such sales in relation to the subject properfiy.
f.
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The assessed value of the property and the ainount of the current real
estate tax levy.
A scale map of the parcel being appraised.
������t���� o� gh� ��n�r�1 v41ue ef the property and a h�:story of the
rental experiencF�, if any.
i. A statement as to existing utili_ties and the adequacy thereof with
respect to the service available to the property; a brie� description
of the character of st7•eet improvements approximate to the site of tt�e
property appra_ised; and a statement shoraing transportation, sctiool,
marketing, and other miscellan�ous facilities such as chur.ches, parks,
playgrounds, and public libraries.
1
j. A statement as to whether or not the property or any portion thereof
is subject to special assessments; if so, the nature, amount, and
number of years during which payments must be made.
k. A statement of all factors taken into consideration by the Appraiser
believed by him to influence, either favorably or unfavorably, the
market value of the Project Area; together with a statement concexning
the activity of the real estate market in the immediate area within
and surrounding the Project Area during the past few years and current
market conditions.
4. The report shall contain additional information under the following circum-
st<�nces:
a. Inspection. If an owner of a compensable interest in the property or
a representative of such owner does not accompany the �.ppraiser during
tlie inspection, the Appraiser shall include in his appraisal report a
copy of his notification to such owner of such opportuciity to accompany
the Appraiser, certified by the Apprai.ser to have been delivered ro
such owner personally or by certified or registered mail not less than
seven (7) days prior to his inspection of the property.
b. Tenant-Owned Improvements. If any buildings, structures, fixtures, or
other improvements, comprising part of the property appraised are
identif ied, as provided in Section 3(a) of this agreement, as being
the property of a tenant who has the right or obligation to remove
them at the expiration of his term, the Appraiser shall apportion his
estimate of the fair market value of the real property appraised,
including the property of each such tenant, to the landowner and the
tenant or tenants so that the amount apportioned to each tenant for
his interest in the real property will be the greatest of (1) the fair
market value of the tenant's leasehold interest in the property, (2)
the amount which the tenant's propertp contributes to the fair market
value of the progerty as a whole, or (3) the f air market value of the
tenant's improvements for removal from tl�e property. The appraisal
report shall state the basis for the valuation of each tenant's interest
and furnish the data and ana.lyses on which such valua.tion was made.
c. O�,mer-Occupant in a Multiramiiy or Mixed--Use Property. If tiie property
is a multif amily or mixed-use (residential and nonresidential) property
and t�e owner of a compensable interest therein, as defined in the
next sentence, occupies a dwelling i.n the property, the Appraiser
shall furnish an apportionment of his estimate of the fair market
value of the whole property to such dwelling, or to each owner occupied
dwelling if more than one, �:�nd to the remainder of the property. For
the purpose of this paragx-; ,�h, an occupant of a dwellir_g shall be
considered to oFin a compensable interest in the property if he halds
fee title, a life estate, a 99-year lease, or a lease with not less
thai� 50 years to run from the date of valuation, or holds an interest
in a cooperative housing project �ahich includes the right af occupancy
of a dwelling unit therein, or is the contract purchaser of any of the
foregoing estates or interests, or has a lease hold interest with
option to purchase. The Appraiser's report shall explain how he made
the apportionznent and the rationale therefore.
d. Fixtures. If machinery and equipment or other fixtures used in a
trade or business, farm operation, or institutioazal or goverr.mental
function constitute part of the real property appraised, the appraisal
report shall contain, or provide as an exhibit, a separate schedule
and report, which shall provide separate estimates for each such item,
as prescribed below. If there is m.o::L than one owner of such items, a
separate schedule shall be furnished on each item are as follows:
(1) Description of the item, includiug, as appropriate, the manufacturer,
model and serial n�.:mbers, size or capacity, age and concIition,
and d�gree of obsalesce.r.ce. Accessories and spare parts, special
founda�ions, and power wiri.ng and process piping generally should
be listed separately, following the listing of the item or items
to which they apply.
(2) Estimate of the replacement cost installed of the i.tem as listEd
and identified, excluding any elements thereof lisred separatel_y.
(3) Bas:is of estimated replacement cost: new or used equipment purchase.
�
(4) Estimated value in place for continued use as part of the rea]_
property i.e., the contributive value of the it::;a to the fr=ir
market value of the real property as a whole.
(S) Value in place as a percentage of the estimated replacement cost
(Item 4 divided by Item 2).
(6) Estimated cost to move--complete, including such expenses as dis-
connecting and reconnecting, packing or crating and unpacking,
loading and unloading, cartage for a reasonable distance, hazard
insurance covering the move, reassembly and readjustment, and all
reinstallation costs (less a credit represented by the reported
in-place valuation for existing special foundations, power wiring,
or process piping).
(7) Estimated fair market value of the item for removal from the
property at a purchaser's expense. Such value shall be considered
to be the probable se_lling price if the item were offered for
sale for removal from the property at the purchaser's e�ense,
allowing a reasonable time to find a purchaser buying with knowledge
of the uses and purposes for which it is adaptable and capable of
being used, including salvag� for serviceable components and
scrap when there is no reasonable prospect of a sale exc.ept on
that basis.
The items listed in the schedule or schedules of estimates shall be consistent, as to
both the items covered and their ownership with the property analysis, as provided i.n
Section 3(a) hereof. In developing estimates for large or relatively unique installations
the Appraiser is expected, and is hereby permitted ta use the services of a professional
rigger and such other technical specialists as may be needed to enable the Appraiser
to provide valid estimates and sound valuafiions. The schedules shall be accompanied
and supported by an explanation of the procedures followed in gathering the necessary
:�.arket information and technical date and in making the estimates and valuations
rep�rted. The princi_pal purpose of the Appraiser's accompanying narrative, ho�aever,
;ust be to explain his analyses and his evaluations of the principal evidences of the
dollar amount of the overall contribution of the machinery, equipment, and fixtures
to the fair market value of the real property as a whole. The narrative should also
explain the principal factors.and data considered in deriving the value estimat�s for
particular items of high value or unusual character. The report sha7.l contain any
layout plans, sketches, or ptiotographs that are reasonably necessary for locating or
identifying the facilities or illustrating the Appraiser`s analyses.
e. Severance. In the event of severance, the Appraiser sha11 state his
opinion of the fair market value of the whole, the fair market value
of the part not talcen, and the value of any special benefits accruing
to the part not taken which und�r local law may be talcen into consideration;
and shall state his opinion and analysis and the fair allocation of
the value of the part taken, and that represented in the diminished
value of the remainder, giving due consideration under local law to
the value of such special benefits, if any. Where an allocation is
made for severance damages, a full statement of the reasons for such
an allocation should be made.
S. The }>��rf.ormanc_e of services or acceptance of the appraisal reports required
hereuzider shall not relieve the Appraiser from obligation to correct any
defective work subsequently discovered, and all incomplete, inaccurate, or
defective wortc sha1.1 be remedied by the Appraiser on demand without cost to
the Local Pu.blic Agency.
6. In the event that the testimony of the Appraiser is rec�uired in any legal
proceedings in connection with the Loca1 Public Agency's acquisition of the
property herein referred to, the Appraiser agrees to appear as a witness on
behalf of tl�e Local Public Agency and agrees that the fair and reasonable
compensati.on for his services shal�. be the sum of $� 50• pp __ per day for
each ful.� day's attendance in court. In the event such attendance shall be
one-half day or less, compensation shall be made on the basis of $75,OOfor
such half day. The Appraiser shall keep such personal records of all
details with respect to the appraisal of parcels as will enable the ApPraiser
to appear a:; such �aitness.
'' 7. It is understood and agreed that the Appraiser shall receive compensation
for services performed hereunder (except as provided in Paragraphs 6 and 9
hereof) in total amount of $�� which services s�iall include
reinspection for additional or supplemental daL-a as required under provision
of Paragraph 5 hereof, and which shall include such supplemental services
as may be necessary or desirable to enable the Appraiser to perform the
services required under Paragraph 6 hereof (exclusive of payment for actual
court appearances).
8. The Local Public Agency shall furnish a map or plat of the Project Area and the
legal description and dimensions of the parcels. On such map the parcels shall
be designated by number, and in the appraisal reports the numbers used shall
correspond with the numbers shown on the map or plat of the Project Area furn-
ished by the Local Public Agency. The Local Public Agency shall also furnish
the tract ownership data required to be included in the appraisal report by
Section 3 (d) hereof.
9. If the Local Public Agency desires to include any additional parcels the Appraiser.
will, if requested by it, in writing, prior to completion of work hereunder
perform the same services as herein set forth in connection with such additional
parcels at the rate of $�r�`pp per parcel. and otherwise upon the same
conditions as herein set forth.
10. The Local Public Agency may at any time by notice in writing to the Appraiser
exclude any parcel or par.cels from the operation of this contract and in such
event equitable adjustment shall be made for all work completed and accepted
prior to such exclusion and for any substantial amount of work or service
periormed to the date of such exclusion but not in such form that it can be
accepted by the Local Public Agency, such adjustment in no event to exceed the
total amount provided in Section 7 heieof (but exclusive of the provisions of
Sections 6 an.d 9 hereof).
11. The Agpraiser's abligations and duties under this contract shall not be assigned
in whole or in part, but this shall not prohibit the assignment of the proceeds
due hereunder to a bank or financial institution. This contract may be assigned
by the Local Public Agency to any corporation, agency, or instrur,.entality
authorized to accept such assignment.
12. The Appraiser agrees that his report and conclusions are for the confidential
infcrmation of th2 Local Public Agency and �.l;at he will n�t disclos� Y:is ccn-
clusions, in whole or in part, to any person whatsoever, other than to submit
his written report to the Local. Public Agency, and wi11 only discuss the same
with it or its authorized reprE::sentatives, until called uPon to testify in
relation to such report and conclusions under oath in a judicial forum for the
purpose of determi_ning fair market value.
13. In the event of hreach of. any conclition or provision hereo�, the Local Public
Agency shall have the right, by prior caritten notice to the Appraiser, to
termin:�te the employment of the Appraiser hereunder and cancel this contract and
have the work thus canceled otherwise performed, without prejudice to any other
rights or r.emedies of the Local Public Agency. Tfie Local Public Agency shall
have the benef it of such work as may have been completed up to the time of such
termir�ation or cancellation, and with respect to any part which shall have bEen
deliver�_�d to and accepted by the Local Public Agenc.y there shall be an equitable
adjustment of compensation, which in no event shall exceed the total amount
pr.ovided in Section 7 hereof (but exclusive of the provisions of Section 6 and
9 hereof),
14. The term "parcel" as used herei_n means any contiguous tract of land in the same
ownership whether such tract consists of one or more platted lots or a fYactional
part thereof.
15. It is understood that the time within which the work is to be performed is of
primary importance and of the essence of this contract. The Appraiser will
proceed with the work hereunder in such sequence and order as to the different
parcels as the Local Public Agency may, in wrieing, direct, and will furnish and
deliver the appraisal reports to the Local Pub�.ic Agency as soon as completed.
16. As an inducement to the execution of this agreement by the Local Public Agency,
the Appraiser represents and agrees that the Appraiser has not employed any
person to solicit or procure this contract, and has not made, and will. not make,
any payment or any agreement for the payment of any commission, nercentage,
brol;erage, contingent fee, or other compensation in connection with the pro-
curement of this c:�ntract; and that the Appraiser has not now, and will not
acquire, any interest (including that of real estate agent or broker), direct or
indirect, present or prospective, in any of the parcels in the Project Area
prior to acquisition of all of the parcels by the Local Public Agency; and has
not employed and �aill not employ in connection witti work to be performed here-
under any person having any such interest during the term of this contract
either directly or indirectly.
17. During the performance of this contract, the Appraiser agrees as follows:
a. The Appraiser will not di.scriminate against any employee or applicant
for employment because of race, color, religion, sex, or national
origin. The Appraiser wi11 take affirmative action to insure that
applicants are employed, and that employees are treated during emPloym�nt,
without regard to their race, color, religion, sex, or national origin.
Such action shall include, but not be limited to, the following:
empl_oyment, upgrading, demotion, or transfer; recruitment or recruitment
advertising; layoff or termination; rates of pay or other forms of
compensation; and selection for training, including apprenticeship.
The Appraiser agrees to post in conspicuous places, available to
employees and applicants for employment, notices to be provided by the
Local Public Agency setting forth the provisions of this nondiscrimination
clause.
b. The Appraiser will, in all solictations or advertisements for employees
placed by or on behalf of the Appraiser, state that all qualified
applicants will receive cansideration for employment wit�out regard to
race, color, religion, sex, or national origin.
c. The Appr�iser will cause the foregoing provisions to be inserted in all
subcontracts for any work covered by this contract so that such provisions
�vill be binding upon each subcontractor, provi.ded that the foregoing
provisions shall not apply to contracts or subcontracts for standard
corrmercial supplies or raw materials.
18. No riember of or Delegate to the Congress of the United States of America, and no
Resident Commissione� shall be admitted to any share or part thereof or to any
benefit to arise herefrom.
19. No member of the Local Public Agency shall participate in any decision relating
to this contract which affects his personal interests or the interests of any
corporation, partnership, or association in which he is directly or indirectly
interested; n�r shall any member, officer, agent, or employee of the Local
Public Agency have any interest direct or indirect in this contract or the
proceeds thereof.
20. The Project Area is described as follows: Sawyer Creek Bottom land
between 9th Ave. � North Washburn Frontage Rd. �n Winnebago
County. Consists of approximately 62 acreas.
21• All Requirements and conditions as set forth in attachment "A,"
attached hereto, and incorporated herein, shall be completed and
followed by the appraiser and by the local public agency.
IN t•JITNESS �TfiLF�fs'G`r', Tn� parties
in trip�icate on �his 25th �aY
In the prese��ce of :
�ierc.to have causecl this Agreement to be executed
of Marc ,, 1977
APPRAISERS IN . F GREEN BAY, WIS.
_.:�=- �- . _ �/ /� r� ��f ,
- // �ppraiser
'Local Public A e cy
BY � �:..(� -e"y't�-���
� t.��� ,
Titl ���
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� �q�w,,,�,�, �ti� � � �:.!�2,�
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• "ATTACHMENT "A"
�EPA`Z1�t;EtlT QF t;I;TC�Rf�L P.ESOUE;C[S
Qox �`�50 �
;•?adison, !�lisconsin 5370i
LCC;�L U,�IT CF Gfli'CRGi �<«T AFPP.i�I�ALS
Proce�ure:
.Ai � � � IY� F. M� � �Y�/
OC� 13 1y�5
D�.PARTMENT OF
COMNiUN1TY DEVELOPIIENT ,
i ne 1 ecal ��i t of governrent ��ti 11 sut:;,:i t. the acqui si ti on appl i cafii on ���i th apprai sal to the Di stri ct
Dire�tor if there is a Fecreatien Aids Specialist i�: the district. If there is not a Recreation
�i�s Saecialist in the district the application t•:ith the appraisal is subn�itted to the Bureau af
�id Progra�s. - .
t�!here there is a Recreatian 1'.ids S.pecialfist in District
7h� Di s �ri ct Oi rector reti�i e�•rs upprai sal , provi des Recrea�i ar� fi i ds Speci al i s f: tvi i:fr For�n 2?_UO-f33 a nd
send a copy to the 6ureau of Real Es±afie.
t��here the� e i s �o Rc:creati �r: Ri ds S�eci al i s � i n Ui s tri c�.
�ureau of f:id Progr�,�s sends appraisa7 to Bureau oi Real Esfi�i:e. �urE:au af Rea1 fsf:ate prov�des
B�reau of tiid Prograr^s with Form 2200-53.
F�praisal Require�nents
The appraisal should be an analytical narrat;ve repo3°t follaw�r�� Gur���ent profiessional appraisai
przctices imolvirg the application of standard tect�niques, such as con�paratt��e at° ma�°ket, cos�.
less depreciation, 2rd incomc apprcaches to �-alue. O�hei` �InY`l:1UC-iS of the r�pt�rf.s such as
l�traductory ar.d sUpporting data, ]intiting condit�ors and certifications thould a7sc� meet thc��c
.standerds.- n11 ap�raisals should be in�eper,dentiy prepared by qualified lucal unit staff or fee
�'� =P?raisers. �
Ti�e forr:.ality ar,c4 detail of requir�d docu��entation s,�ill be detersnined, as describc� beloti�, by the
val u� 4` tF2 i�eal prop2rty i nvol ved i n each i ns�ance. DepenQi r;� on <<al ue, t:f�e Ue��at�tcnent �•ri l l
re:,�i re forral apprai sal reports , abbrevi ated a;�prai sal r�pori:; , o; 5•tl'1 t�E'll i i rcdi nc�s of t��l u�,
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�pes of fip�rai sal s �-
N. P?OJECT �'i;Lt;E $25,000 - OR h1QRE -- "FORt�G;L APPRAISI`tiL REPORT".
�. F�OJcCT �Ji;ii;E S1,000 t0 �25,C00 _ "AGuRE4`il„E[} kPPRAISAL {;EP�f'.i�".
C. PROJECT �fhLU� Gr UP T? $l,OQO -"FIt��JING Or= VALUE".
1r,�.°�i_°ia1 . - � � � - - . .
�. �re signec� copy of each appra�sal is rec�uir4t�. .
2. The cast of land appraisal is noi eligible �or cost sha.rinc assistance und�r the �;ecre�ti�n
Rid Progr�ns.
3. Separate appraisals are required for each o�Yne;�hi�.-
�. F',ore than one appraisal �ay be rec�uired in situations of particularly higFF unit ar total ��alua.
5. Apprai sal s o` ov�r $50,Q00 or hi gh uni �t val uv t�ri 11 be gi e1 d ct�ecl:ed b>> U��ft,
6. �hen t�,•o zp�raisals are sub,��itted only one rrili be certified by b��P..
_. Fer^z1 l;p�rzisal Reoort Rec«irea�ents
Fcr projects �;i*h total cost of $25,000 cr more, projects •invoiving tiie prrrr.fiase o� real
prcper;,y r're�a anotber pu�lic ay�ncy or exchan�e a� real properLy the folla�•rinc� ��ppraisal
req�irc^er:ts a��1Y:
7i�e re;;;,;-t cr ai�y ir;�iividual prop��rty riay vary dependi�rri upo�1 the ty�c� of ��ra�,er Cy� us�cei�
c;�;�tGiSei. NGG1L1Utiili Lntd i:1ay iic: iCyiii�eu }�� �itse ui iiiyiiiy S�e�fdiiZrci; j�iO�ei'�ii:i.
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T^2 Dar.��'� SF�^.!.:�� CCVE1":
(�) �::311�icatfen. Statere��t of qu�lificaticns of all appraiser and/or technicians contributing
� t0 tt;e repo: t.
(2) S�?t�er.; cr Liritir:c Ca��i�iors. 7i�e apprais�r s1�oulc! s4ate that he assumes th� ti�le to be
r.:ar�et,��e, that ne assu::�rc+ r.o respoc:siuility for le�al r�atters, and tfiat all data furnished
F�i� Fy-ot1:�:s are presur.:e� correct, tie should also r:�ntton ary other ass�^�ptions he has r:a�e,
(3) Pur�ose of �he hp�ra:sal. Include a definitlon of al1 values re��uired and appraised.
(4} I�e��itic���cn er Pre�ert:�, Lega7 descriptior of ihe �rhale tract and thar to be acquired,
(�) CZ�ard l�rea Oa'_a. 7his dafia (mostly social an� ecenc�n;c) shou7d L�e kept to a nininum
ard inc �,:e= only sueh ir.ferr,ation as directly a�fe�ts the Froper�y b�ing appraiseci.
(6) Pra�erty r,�ta.
(a) Si �e. Describ2 soi7 s topUqt'�p}1y, n�ineral deposi�i:s, easer;ent�, ctr.,
(b} Ir.:�ro�:_^�n�s. Give a narrative descriptian. ir�cludino �7rn�:r�sians ofi �rincipai l.,ui1dings,
� er;ajcr �r�p��ov2r•.erCs.
.�(c} Jcu;�:cni. Give a na��rative d�s���iptiQn 9n�luding tfie r_onditiq��,
(d� C�r.diticn. The current pt;ysical condit,ion ar�z' �-elative use cnd ut�salescence shall be
st?�ec Tor each or group iteni appraised and �•rl�ere applaca.blc: t.hc: repair or rep7ar.en:ent
to 5rirg the property to usabl� co�;dii:ion.
{e� Rssessed �'alue and Annual 7ax Load, Include the current assc�stn,enfi and dollar a�ount of
�°� reaies-tate tax�s. Ififie �prnperty is nat tar,ed the appraiser sha11 estimate �he
assess�ent in case it is placeJ upon the tax rc,�il, state the ratc, a�ld give i:l�e dollar
�:,aunt o� the tax estii�ate.
(f} Zorir,�. D�scribe the zoning for subject and cor.:parable propr�r-t;ies and '1�'� Y'L'LdTt'111cj is -
1:rllc12f1�, d15CUS5 u���er lt�iil �7�, t
(7} 1�.;�a1 sis c` F!iahest ar,d Eest Use. State the highest and best markef. use that can be made
o �ne prererty ( ard ar:d impt-ove�ents and �.here ap�;licable, m,achinery and eGuip�,�ent) for
� r.fiic`� there is a current r�arket. Tne 4�aluation shall be basQd on �:his use.
(2} Lar.d L'a�::�. The .appraiser's opinion of the vatue of i:he land sha'll be based upon its
iS^�s� ar,d best use, regardless of any existin9 structurES and shall b� sup�artecf b,y
ecr:fir:��G cj�rren� factual data (sales ar,d offerie�c;s} nf cor^e,arat�le, or r�early caa�p�:rable,
la^ds hzv;rg like optinun uses. Differences shall bE areigh�d rn� e>:�ilained to shaw how they
indicat� the value oF the 1Gnd beirg appraisedo
(Q) Va�ue Esti�ate by Cost P.�proach. this seciion shail be ir� the fornt of cth-nputative dafia,
arra;�te� 1n se �uence, �egir.ning with repreduction or repiace:r.er�t cost, and shall si.ate the
so�rce (boo4; ar,d paoe if a national ser��ice) of a11 figures used. 1-he ciol7ar ar-A«n�s of
physical c�e.eriora4ion ane� functior.al and econor�ic obsolescence, ar~ the omission o� sane,
sE;a11 Ee exalaired in narrative form. This proGed��re r,.ay be o�E,ii�eci an improvements, both
real at d persor.al, for which only a salvage or scrap value is est.i!r,ated.
(ZOr Value Es*i-zte b Ii:cc^e l.pproach, �This shall in�lude adequate f�ctual data to zupport
ezcn s��ure an fac�or usea a�`n3-st�all b� arra�t,eci ir�� r;etailed fc�ri�i to sfror; at least
(a} ES�11=•C�L�d gross rent or incen�e; (b) zn itemize�' cs�imate of total expenses incluciiiig
reserves for replace�ents.
Cepi �.alizat;on of ret inco�:�e sha11 i:� at the rate pt�evail �r�g for fih�is type of property and
lo;:ctic�. T;e cepitali�ation technique, rethod ar;d rate used shall be explained ii�
r.�rra�ive for�a su�ported by a state:+�.k�ni of sour:.es o� rates ar.d f�:ci:or�s,
(Ii) '�?1::e _s:i:-�_e b•: CO�'Dd;"dt1VE.' �'ar�:et.) /��_proach. All ce^.parable sales �iseci st:�l�l bc confinred
by �� i,t.t�:T'� S� e�i i•, :�i•o�.cr, cr c��l.e�� ��erscriiavinq i:r;::�rle�r,e c;f tf�: {.:z-ice, t.er��:s ancf
ec,r.�i ��cns of sale. Fach cc:�.parat,le st,�,ll be �l�lC�heu �,i,d explainec' in r!�latien to the subject
G~C�C�i�' �0 1fi;lCltr� fi1P r�.tcnnin� h�^hir.ri tiin anr.ra�cr�r'c final valirA nctimatn f��nm thic
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(?2) In�er�re�=�icn a;:d Co��reletion of Estir.�ates. The appraiser st�all interpret the foregoing
eszir.,at�s �r,ct sna T—stute �7s reasuns �:hy ene or r.�ore of the corclusions reached in iteTS (9),
(lOj, ar.� (�1) are ir,��icative of tt�e i�af-ket value. _
(?3� i���la`ic•n or 'r.istory of Conveyance_(�ro.�ert-y s�alcs zrd trznsfers). Include parties to the
tr�:+sactic,:s, �'ates of purcfyase, ai;d ar�aur�ts oi carsi e�n far 4t least 10 years prior
to a;,�raisal. .
{�4� Certi�icatic� of .`tppraiser, � -
(a} Ha has �ersonally inspected the prop�rty. .
{�} He has r.e preseni, or centerplated interest in tlie property.
.{c} That i� hi s o�i ni on the market val ue oF �f�e taki r�g as af' ___ � s
a uation �ate
S �
Si SnatureT�� _ Date reF�ort s4b�ni tte.dj-�-�
(la) Exhibits a^d fidder.da.
(aj Lcca�io� t:ap. I/ (t•)ithin the city or araa) -
(b) Ce:�lzra�ive �`:ap Gata, (Sho��r eographic location n� �he a��praised �rrt��erty and �itc�
co�parative Farcels analyzed.�} �
(c) Detail ef tne Ca�:��ar�tive Data. (�;arrai.ive)
(d) PZo� Plan. 1/ � .
{ej Fleor ?lans. �(i�lhen needed to explain the value esi.�irate} .
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1/ n11 naps and plans r,ay b2 bound as facing pages opposite the �escription, tabulaiionf or discuss7c�ns
— �ftey ccacern.
(f) P�oao^rz�hs, pictures sha71 shoti� at least the fr�nt elevaticn o` the najor improverrents,
pi�ss a;:y� 4nusual features. l�'hen a large nt,��:ber of bui7dings are involved, includir��
� ����l�cates, one picture may be used for eacir type, Yieti•rs of the best cam�arables s}�ouid
� includ�d hhenever possible. Except fior the ove�°all vie�rr, ph�otasi-�,phs nay be bour�ct
as pa5°s facir.g the discussion or de�cripi.ion to Yrhic � the phatagra�?h:; pertain. Al l
- �rephic r:ateria1 snall in�lude captions.
(S) Qthe^ Pertinent Exhibit$.
B. �`-.�Srevia�ed r^arzis?1 Reaort, An abbreviated appraisal repc�r4, compiled by a qualified appr«iser
anc! zc;��uate]y relatQd to ccirparable sales, is acceptable far� a. project r�itii �. t�alue esLima�4e
�e�reen �1,QG0 �<<� $25,000. The a6breviated repor� should include:
(1} a Ie�al d�scrigtion of ii�e real proper•�y fio be ac�uire�! atid a p7a�
(2)' th� dtte the va7Ge estimate applies
(3} su�rcrting �ata, includir,, t�•;o or three co^parable real property sales, a bt�iet analysis �f
those sales, znd a r.:ap sl�o;aing their loca;.iuns relzti�te t� the land acuctired
(4) a� a^�lysis and state�:.e+it �f i.he propzr�y's higiesfi arir; I�es� use
(5) a st�te.�.�^� c; the �pprziser's experience anci qualifica�io�s
(o) the �p�ra;scr's C?T'�i,li`lcation and si,rat±;re
(7} 10 _,ear �;is,:ry o` co��.�e,ances (sales �nd tra;,sfer5). zr��lude pari.ies to the t►'ansactions,
�a_es o� F::rc�ase, and ����;o�nts of cansic�e;ation for af: ieasL ]0 y?ar� prior to apprais�i�.
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� C. �ir.di^o of t'e1c.�. 4;nere a parccl has a �•alue �f less than $1,OC�0 ar,d the expenses o� an
z;:�r�is� ►,�cJ �' be �ispro�ortionate to its ber,efit, a rrri�ten fir.ding of value by a c�ualified -
F�rso:��;iii be �cccpt�ble. ihis finding af ti•alue can be based on ihe indivi�ual`s kno��ledge
cf 2a: d val�es, b�et sh�uld incluc�e a stat�,:�nt of the appraiser's ex.perience and c�ualificatien, .
i�,clu�i:g a shert ��scr;pticn af the factors he considered and the a�ezns by �;hich he reached _ .
his ce.�clLSie�, ihese stateai�nts should be sufficien�l� ��tasie� so as #.� �eab1e the State -
Liais�n GT�icer to judge their resp2ctive r,�erits. . �
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