19-0926_INTEGRA REALTY RESOURCES_Professional Services Agreement '
CITY OF SAN JUAN CAPISTRANO
PROFESSIONAL SERVICES AGREEMENT
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This Agreement is maded� and entered into as of �«���' I ��, 20 -� by and
between the City of San Juan Capiatrono, a public agency organized and operating under the
laws of the State of California with its principal place of business at 32400 Paseo Ade|anto, San
Juan CapiatraOo, CA 92675 ("City"), and Integra Realty Reaources, a real estate appraisal
consulting firm with its principal place of business at 2151 Michelson Or}ve, Suite 205, Irvine, CA
92612 (hereinafter referred to as "Consultant"). City and Consultant are sometimes individually
referred to as "Party" and collectively as "Parties" in this Agreement.
RECITALS
A. City is a public agency of the State of California and ia`in need of professional
services for the following prject:
Appreioo| aen/ioeoforCih/ uxvned |and. APNGS0-232-08 (hereinafterreferredtoan "theProject").
B. Cnultnt is duly licensed and hasthe necessary qua!U5oationo to provide such
services.
C. The Parties desire by this Agreement to establish the terms for City to retain
Consultant to provide the services described herein.
AGREEMENT �
. NOW, THEREFORE, IT IS AGREED AS FOLLOWS:
1. Services.
Consultant shall provide the City with the services described in the Scope of Services
attached hereto as Exhibit "A."
• 2. Compensation. �
a. Subject to paragraph 2(b) below, the City shall pay for such services in
accordance with the Schedule of Charges set forth in Exhibit 'A."
b. In no event shall the total amount paid for services rendered by Consultant
under this Agreement exceed the sum of $3.900. This amount is to cover all printing and related
000ts, and the City will not pay any additional fees for printing expenses. Periodic payments shall
be made within 30 days of receipt of an invoice which includes a detailed description of the work
performed. Payments to Consultant for work performed will be made on a monthly billing basis.
3. Additional Work. '
If changes in the work seem merited by Consultant or the City, and informal consultations
with the other party indicate that a chang*e is vvernanted, it shall be processed in' the following
manner: a letter outlining the changes shall be forwarded to the City by Consultant with a
statement of estimated changes in fee or time schedule. An amendment to this Agreement shall .
be prepared by the City and executed by both Parties before performance of such services, or
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the City will not be required to pay for the changes in the scope of work. Such amendment shall
not render ineffective or invalidate unaffected portions of this Agreement.
4. Maintenance of Records.
Books, documents, papers, accounting records, and other evidence pertaining to costs
incurred shall be maintained by Consultant and made available at all reasonable times during the
contract period and for four (4) years from the date of final payment under the contract for
inspection by City.
5. Time of Performance.
Consultant shall perform its services in a prompt and timely manner and shall commence
performance upon receipt of written notice from the City to proceed ("Notice to Proceed").
Consultant shall complete the services required hereunder within thirty days from the execution
of the agreement. The Notice to Proceed shall set forth the date of commencement'of work.
,6. Delays in Performance.
a. Neither City nor Consultant shall be considered in default of this Agreement for
delays in performance caused by circumstances beyond the reasonable control of the non-
performing party. For purposes of this Agreement, such circumstances include but are not limited
to, abnormal weather conditions; floods; earthquakes; fire; epidemics; war, riots and other civil
disturbances; strikes, lockouts, work slowdowns, and other labor disturbances; sabotage or
judicial restraint.
b. Should such circumstances occur, the non-performing party shall, within a
reasonable time of being prevented from performing, give written notice to the other party
describing the circumstances preventing continued performance and the'efforts being made to
resume performance of this Agreement.
7. Compliance with Law.
a. Consultant shall comply with all applicable laws, ordinances, codes and
regulations of the federal, state and local government, including.Cal/OSHA requirements.
b. If required, Consultant shall assist the City, as requested, in obtaining and
maintaining all permits required of Consultant by federal, state and local regulatory agencies.
c. If applicable, Consultant is responsible for all costs of clean up and/or removal of
hazardous and toxic substances spilled as a result of his or her services or operations performed
under this Agreement.
8. Standard of Care
Consultant's services will be performed in accordance with generally accepted
professional practices and principles and in a manner consistent with the level of care and skill
ordinarily exercised by members of the profession currently practicing under similar conditions.
• 9. Assignment and.Subconsultant .
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Consultant shall not assign, sublet, or transfer this Agreement or any rights under or
interest in this Agreement without the written consent of the City, which may be withheld for any
reason. Any attempt to so assign or so transfer without such consent shall be void and without
legal effect and shall constitute grounds for termination. Subcontnycto, if any, shall contain a
provision making them subject to all provisions stipulated in this Agreement. Nothing contained
herein shall prevent Consultant from employing independent associates, and subeonsultants as .
Consultant may deem appropriate to assist in the performance of services hereunder.
10. Independent Contractor ,
Consultant is retained as an independent contractor and is not an employee of City. No
employee or agent of Consultant shall become an employeemfCih/. The work to be performed
shall beinaccordance with the work dmnoribedinthis/\graennmnt. auNecttosuch diracUonnand
amendments�omn {�ib/mmherein provided.
^
11. Insurance, Consultant shall not commence work for the City until it has provided
evidence satisfactory to the City it has secured all insurance required under this section. In
addition, Consultant shall not allow any subcontractor to commence work on any subcontract until
it has secured all insurance required under this section.
a. Commercial General Liability
(I) The Consultant shall take out and maintain, duthe performance
of all work under this Agreement, in amounts not less than specified herein, Commercial General
Liability |nsunanom. /nmfonnandxxdhinnunanoeoonnpanieonooeotmb|e0othe <�ih/.
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(ii) Coverage for Commercial General Liability insurance shall be at
least as broad as he following:
(1) Insurance Services Office Commercial General Liability
coverage (Occurrence Form CO 00 01) or exact equivalent.
(iii) Commercial General Liability Insurance must include coverage
for the following:
(1) Bodily Injury and Property Damage
' (2) Personal Injury/Advertising Injury
(3) Premises/Operations Liability
(4) Products/Completed Operations Liability
(5) Aggregate Limits that Apply per Project
(6) Explosion, Collapse and Underground (UCX) exclusion
deleted
(7) Contractual Liability with respect to this Agreement
(8) Property Damage
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(9) Independent Consultants Coverage
(iv) The policy shall contain no endmramrnehto or provisions limiting
coverage for(1) contractual liability; (2)cross liability exclusion for claims or suits by one insured
against another; (3) products/completed operations liability; or (4) contain any other exclusion
contrary to the Agreement.
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(v) The policy shall give City, its officials, officers, employees, agents
and City designated volunteers additional insured status using ISO endorsement forms CG 20 10
10 01 and 20 37 10 01, or endorsements providing the exact same coverage.
(vi) The general liability program may utilize either deductibles or
provide coverage excess of a self-insured retention, subject to written approval by the City, and
provided that such deductibles shall not apply to the City as an additional insured.
b. Automobile Liability
(i) At all times during the performance of the work under this
Agreement, the Consultant shall maintain Automobile Liability Insurance for bodily injury and
property damage including coverage for owned, non-owned and hired vehicles, in a'form and with
insurance companies acceptable to the City.
(ii) Coverage for automobile liability insurance shall be at least as
broad as Insurance Services Office Form Number CA 00 01 covering automobile liability
(Coverage Symbol 1, any auto).
(iii) The policy shall give City, its officials, officers, employees, agents
and City designated volunteers additional insured status.
(iv) Subject to written approval by the City, the automobile liability
program may utilize deductibles, provided that such deductibles shall not apply to the City as an
additional insured, but not a self-insured retention.
c. Workers'Comcensation/Emplover's Liability
(i) Consultant certifies that he/she is aware of the provisions of Section
3700 of the California Labor Code which requires every employer to be insured against liability
for workers' compensation or to undertake self-insurance in accordance with the provisions of
that code, and he/she will comply with such provisions before commencing work under this
Agreement.
(ii) To the extent Consultant has employees at any time during the term
of this Agreement, at all times during the performance of the work under this Agreement, the
Consultant shall maintain full compensation insurance for all persons employed directly by
him/her to carry out the work contemplated under this Agreement, all in accordance with the
"Workers' Compensation and Insurance Act," Division IV of the Labor Code of the State of
California and any acts amendatory thereof, and Employer's Liability Coverage in amounts
indicated herein. Consultant shall require all subconsultants to obtain and maintain,for the period
required by this Agreement, workers' compensation coverage of the same type and limits as
specified in this section.
d. Professional Liability (Errors and Omissions).
At all times during the performance of the work under this Agreement the Consultant shall
maintain professional liability or Errors and Omissions insurance appropriate to its profession, in
a form and with insurance companies acceptable to the City and in an amount indicated herein.
This insurance shall be endorsed to include contractual liability applicable to this Agreement and
shall be written on a policy form coverage specifically designed to protect against acts, errors or
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omissions of theCmmultant. �mvered Professional Services" as designated in the policy must
specifically include work performed under this Agreement. The policy must upay on behalf of the
insured and must include a provisionamtab!ohinQtheinourer'odutvtodehand.
e. Minimum Polic Limits Re^u|rod
(i) The following insurance limits are required for the
Combined Sinqie Limit
Commercial Genera ' $1,OOU.00Dper occurrence/ $2,000,000 aggregate
for bodily ijury, personal ijury, and property
damage
Automobile Liability $1,000,000 combined single limit
Employer's Liability $1,000,000 per accident or disease
Professional Liability $1,000,000 per claim and aggregate (errors and
omissions)
(ii) Defense costs shall be payable in addition to the limits.
(iii) Requirements Of specific coverage or limits contained in this
section are not intended as a limitation on coverage, limits, or other requirement, or a waiver of
any coverage normally provided by any insurance. Any available coverage shall be provided to
the parties required to be named as Additional insured pursuant to this Agreement.
f. Evidence Required
Prior to execution of the Agreement,the Consultant shall file with the City evidence
of insurance from an insurer or insurers certifying to the coverage of all insurance required
herein. ,Such evidence shall include original copies of the ISO CG 00 01 (or insurer's equivalent)
signed by the insurer's representative and Certificate of Insurance (Acord Form 25'S or
equivalent), together with required endorsements. All evidence of insurance shall be signed by
a properly authorized officer, agent, or qualified representative of the insurer and shall certify the
names of the insured, any additional insureds, where mppnoprimte, the type and amount of the
insurance, the location and operations to which the insurance applies, and the expiration date of
such insurance.
Q. PoJicy Provisions Required
(I) Consultant shall provide the City at least thirty (30) days prior
written notice of cancellation of any policy required by this Agreement, except that the Consultant
shall provide at least ten (10) days prior written notice of cancellation of any such policy due to
non-payment of premium. If any of the required coverage is cancelled or expires during the term
of this Agreement, the Consultant shall deliver renewal certificate(s) including the General
Liability Additional Insured Endorsement to the City at least ten (10) days prior to the effective
date of cancellation or expiration. .
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(ii) The Commercial General Liability Policy and Automobile Policy
shall each contain a provision stating that Consultant's policy is primary insurance and that any
insurance, self-insurance or other coverage maintained by the City or any named insureds shall
not be called upon to contribute to any loss.
(iii) The retroactive date (if any) of each policy is to be no later than the
effective date of this Agreement. Consultant shall maintain such coverage continuously for a
period of at least three years after the completion of the work under this Agreement. Consultant
shall purchase a one (1) year extended reporting period A) if the retroactive date is advanced
past the effective date of this.Agreement; B) if the policy is cancelled or not renewed; or C) if the
policy is replaced by another claims-made policy with a retroactive date subsequent to the
effective date of this Agreement.
(iv) All required insurance coverages, except for the professional
liability coverage, shall contain or be endorsed to provide a waiver of subrogation in favor of the
City,its officials, officers,employees,agents,and volunteers or shall specifically allow Consultant
or others providing insurance evidence in compliance with these specifications to waive their
right of recovery prior to a loss. Consultant hereby waives its own right of recovery against City,
and shall require similar written express waivers and insurance clauses from each •of its
subconsultants.
• (v) The limits set forth herein shall apply separately to each insured
against whom claims are made or suits are brought, except with respect to the limits of liability.
Further the limits set forth herein shall not be construed to relieve the Consultant from liability in
excess of such coverage, nor shall it limit the Consultant's indemnification obligations to the City
and shall not preclude the City from taking such other actions available to the City under other
provisions of the Agreement or law.
h. Qualifying Insurers
(i) All policies required shall be issued by acceptable insurance
companies, as determined by the City, which satisfy the following minimum requirements:
(1) Each such policy shall be from a company or companies
with a current A.M. Best's rating of no less than A:VII and admitted to transact in the
business of insurance in the State of California, or otherwise allowed to place insurance
through surplus line brokers under applicable provisions of the California Insurance Code
or any federal law.
i. Additional Insurance Provisions
(i) The foregoing requirements as to the types and limits of insurance
coverage to be maintained by Consultant, and any approval of said insurance by the City, is not
intended to and shall not in any manner limit or qualify the liabilities and obligations otherwise
assumed by the Consultant pursuant to this Agreement, including but not limited to, the
provisions concerning indemnification.
(ii) If at any time. during the life of the Agreement, any policy of
insurance required under this Agreement does not comply with these specifications or is
canceled and not replaced, City has the right but not the duty to obtain the insurance it deems
necessary.and any premium paid by City will be promptly reimbursed by Consultant or City will
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withhold amounts sufficient to pay premium from Consultant payments. In the alternative, City
may cancel this Agreement.
. (iii) The City may require the Consultant to provide complete copies of
all insurance policies in effect for the duration of the Project.
(iv) Neither the City nor any of its officials, officers, employees, agents
or volunteers shall be personally responsible for any'liability arising under or by virtue of this
Agreement.
j. Subconsultant Insurance Requirements. Consultant shall not allow any
subcontractors or subconsultants to commence work on any subcontract until they have provided
evidence satisfactory to the City that they have secured all insurance required under this section.
Policies of commercial general liability insurance provided by such subcontractors or
subconsultants shall be endorsed to name the City as an additional insured using ISO form CG
20 38 04 13 or an endorsement providing the exact same coverage. If requested by Consultant,
City may approve different scopes or minimum limits of insurance for particular subcontractors
or subconsultants.
12. Indemnification.
a. To the fullest extent permitted by law,Consultant shall defend(with counsel
of City's choosing), indemnify and hold the City, its officials, officers, employees, volunteers, and
agents free and harmless from any and all claims, demands, causes of action, costs, expenses,
liability, loss, damage or injury of,any kind, in law or equity, toproperty or persons, including
wrongful death, in any manner arising out of, pertaining to, or incident to any acts, errors or
omissions, or willful misconduct,of Consultant, its officials, officers, employees, subcontractors,
consultants or agents in connection with the performance of the Consultant's services,the Project
or this Agreement, including without limitation the payment of-all damages, expert witness fees
and attorney's fees and other related costs and expenses. Consultant's obligation to indemnify
shall not be restricted to insurance proceeds, if any, received by Consultant,the City, its officials,✓
officers, employees, agents, or volunteers.
b. If Consultant's obligation to defend, indemnify, and/or hold harmless arises
out of Consultant's performance of"design professional".services (as that term is defined under
Civil Code section 2782.8), then, and only to the extent required by Civil Code section 2782.8,
which is fully incorporated herein, Consultant's indemnification obligation shall be limited to claims
that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the
Consultant, and, upon Consultant obtaining a final adjudication by a court of competent
jurisdiction, Consultant's liability for such claim, including the cost to defend, shall not exceed the
Consultant's proportionate percentage of fault.
13. California Labor Code Requirements.
a. Consultant is aware of the requirements of California Labor Code Sections
1720 et seq. and 1770 et seq., which require the payment/of prevailing wage rates and the
performance of other requirements on certain "public works" and "maintenance" projects
("Prevailing Wage Laws"). If the services are being performed as part of an applicable "public
works" or "maintenance" project, as defined by the Prevailing Wage Laws, and if the total
compensation is $1,000 or more, Consultant agrees to fully comply with such Prevailing Wage
• Laws. Consultant shall defend, indemnify and hold the City, its officials, officers, employees and
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agents free and harmless from any claims, liabilities, costs, penalties or interest arising out of any
failure or alleged failure to comply with the Prevailing Wage Laws. It shall be mandatory upon
the Consultant and all subconsultants to comply with all California Labor Code provisions, which
include but are not limited to prevailing wages (Labor Code Sections 1771, 1774 and 1775),
employment of apprentices (Labor Code Section 1777.5), certified payroll records (Labor Code
Sections 1771.4 and 1776), hours of labor(Labor Code Sections 1813 and 1815) and debarment
of contractors and subcontractors (Labor Code Section 1777.1). The requirement to submit
certified payroll records directly to the Labor Commissioner under Labor Code section 1771.4
shall not apply to work performed on a public works project that is exempt pursuant to the small
project exemption specified in Labor Code Section 1771.4.
b. If the services are being performed as part of an applicable "public works"
or "maintenance" project, then pursuant to Labor Code Sections 1725.5 and 1771.1, the
Consultant and all subconsultants performing such services must be registered with the
Department of Industrial Relations. Consultant shall maintain registration for the duration of the
Project and require the same of any subconsultants, as applicable. Notwithstanding the
foregoing,the contractor registration requirements mandated by Labor Code Sections 1725.5 and
• 1771.1 shall not apply to work performed on a public works project that is exempt pursuant to the
small project exemption specified in Labor Code Sections 1725.5 and 1771.1.
c. This Agreement may also be subject to compliance monitoring and
enforcement by the Department of Industrial Relations. It shall be Consultant's sole responsibility
to comply with all applicable registration and labor compliance requirements. Any stop orders
issued by the Department of Industrial Relations against Consultant or any subcontractor that
affect Consultant's performance of services, including any delay, shall be Consultant's sole
responsibility. Any delay arising out of or resulting from such stop orders shall be considered
Consultant caused delay and shall not be compensable by the City. Consultant shall defend,
indemnify and hold the City, its officials, officers, employees and agents free and harmless from
any claim or liability arising out of stop orders issued by the Department of Industrial Relations
against Consultant or any subcontractor.
14. Verification of Employment Eligibility.
By executing this Agreement, Consultant verifies that it fully complies with all requirements
and restrictions of state and federal law respecting the employment of undocumented aliens,
including, but not limited to,the Immigration Reform and Control Act of 1986, as may be amended
from time to time, and shall require all subconsultants and sub-subconsultants to comply with the
same.
15. Laws and Venue.
This Agreement shall be interpreted in accordance with the laws of the State of California.
If any action is brought to interpret or enforce any term of this Agreement, the action shall be
brought in a state or federal court situated in the County of Orange, State of California.
16. Termination or Abandonment
a. City has the right to terminate or abandon any portion or all of the work
under this Agreement by giving ten(10)calendar days written notice to Consultant. In such event,
City shall be immediately given title and possession to all original field notes, drawings and
specifications, written reports and other documents produced or.developed for that portion of the
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work completed and/or being abandoned. City shall pay Consultant the reasonable value of
services rendered for any portion of the work completed prior to termination. If said termination
occurs prior to completion of any task for the Project for which a payment request has not been
received, the charge for services performed during such task shall be the reasonable value of
such services, based on an amount mutually agreed to by City and Consultant of the portion of
such task completed but not paid prior to said termination. City shall not be liable for any costs
other than the charges or portions thereof which are specified herein. Consultant shall, not be
entitled to payment for unperformed services, and shall not be entitled to damages or
compensation for termination of work.
b. Consultant may terminate its obligation to provide further services under
this Agreement upon thirty(30)calendar days'written notice to City only in the event of substantial
failure by City to perform in accordance with the terms of this Agreement through no fault of
Consultant.
17. Documents. Except as otherwise provided in "Termination or Abandonment,"
above, all original field notes,written reports, Drawings and Specifications and other documents,
produced or developed for the Project shall, upon payment in full for the services described in this
Agreement, be furnished to and become the property of the City.
18. Organization
Consultant shall assign Elizabeth M. Kiley as Project Manager. The Project Manager shall
not be removed from the Project or reassigned without the prior written consent of the City.
19. Limitation of Agreement.
This Agreement is limited to and includes only the work included in the Project described
above.
20. Notice
Any notice or instrument required to be given or delivered by this Agreement may be given
or delivered by depositing the same in any United States Post Office,•certified mail, return receipt
requested, postage prepaid, addressed to:
CITY: CONSULTANT:
City of San Juan Capistrano Integra Realty Resources
32400 Paseo Adelanto 2'151 Michelson Drive, Suite 205
San Juan Capistrano, CA 92675 Irvine, CA 92612
Attn: Charlies View,Assistant City Manager Attn: Elizabeth M. Kiley
and shall be effective upon receipt thereof.
21. Third Party Rights
Nothing in this Agreement shall be construed to give any rights or benefits to anyone other
than the City and the Consultant.
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22. Equal Opportunity Employment.
Consultant represents that it is an equal opportunity employer and that itshall not
discriminate against any employee or applicant for employment because of race, religion, color,
national origin, ancestry, sex, age or other interests protected by the State or Federal
Constitutions. Such non-discrimination shall include, but not be limited to, all activities related to
initial employment, upgrading, demotion',transfer, recruitment or recruitment advertising, layoff or
termination.
23. Entire Agreement
This Agreement, with its exhibits, represents the entire understanding of City and
Consultant as to those matters contained herein, and supersedes and cancels any prior or
contemporaneous oral or written understanding, promises or representations with respect to
those matters covered hereunder. Each Party acknowledges that no representations,
inducements, promises or agreements have been made by any person which are not incorporated
herein, and that any other agreements shall be void. This Agreement may not be modified or
altered except in writing signed by both Parties hereto. This is an integrated Agreement.
24. Severability
The unenforceability, invalidity or illegality of any provision(s) of this Agreement shall not
render the remaining provisions unenforceable, invalid or illegal.
25. Successors and Assigns
This Agreement shall be binding upon and shall inure to the benefit of the successors in
interest, executors, administrators and assigns of.each Party to this Agreement. However,
Consultant shall not assign or transfer by operation of law or otherwise any or all of its rights,
burdens, duties or obligations without the prior written consent of City. Any attempted assignment
without such consent shall be invalid and void.
26. Non-Waiver
None of the provisions of this Agreement shall be considered waived by either Party,
unless such waiver is specifically specified in writing.
27. Time of Essence
Time is of the essence for each and every provision of this Agreement.
28. City's Right to Employ Other Consultants
City reserves its right to employ other consultants, including engineers, in connection with
this Project or other projects.
29. Prohibited Interests
Consultant maintains and warrants that it has not employed nor retained any company or
person, other than a bona fide employee working solely for Consultant, to solicit or secure this
Agreement. Further, Consultant warrants that it has not paid nor has it agreed to pay any
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company or person, other than a bona fide employee working solely for Consultant, any fee,
commission, percentage, brokerage fee, gift or other consideration contingent upon or resulting
from the award or making of this Agreement. For breach or violation of this warranty, City shall
have the right to rescind this Agreement without liability. For the term of this Agreement, no
director, official, officer or employee of City, during the term of his or her service with City, shall
have any direct interest in this Agreement, or obtain any present or anticipated material benefit
arising therefrom.
[SIGNATURES ON FOLLOWING PAGE]
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SIGNATURE PAGE FOR PROFESSIONAL SERVICES AGREEMENT
BETWEEN CITY OF SAN JUAN CAPISTRANO
AND INTEGRA REALTY RESOURCES
IN WITNESS WHEREOF, the Parties have executed this Agreement as of the date first
written above.
CITY OF SAN JUAN CAPIST .NO Integra Realty Resources '
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By: By: ril-L f rzcG:
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r .y " ,g:r Its: �y `""'�G2`�-CCL ��L20 /�
Printed Name:0 d� u
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ATTE'
B : Ar l i
liklipy
"i-, City Clerk
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APPROVED AS TO FORM:
By:
W ; K
Jeff Ballinger, City Atto ey
•
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lot,'c a lie,;ty Resource; 2151 Michelson Drive T 714-665-6515
Suite 205 www.irr.com
Irvine,CA 92612
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August 12, 2019
Ms.Lindsey Stigall
City of San Juan Capistrano
32400 Paseo Adelanto
San Juan Capistrano,CA 92675
SUBJECT: Proposal to provide real estate appraisal services
APN:666-232-08
lstigalIPSanJuanCapistrano,c]
Dear Ms.Stigall:
In response to your recent request for proposal, this writing expresses our interest and
availability for the completion of appraisal services concerning the property referenced
above. The property which is the subject of this proposal includes APN: 666-232-08, a lot
zoned PC(CDP78-1) used in conjunction with the Ortega Equestrian Center as shown on the
exhibit provided.
Scope of Services
Upon receiving authorization to proceed, we would complete a thorough inspection of the
subject property and review available information about its history and operations. We
would conduct an independent investigation of relevant market factors, including
investigations into comparable sale properties that would be relevant in the valuation
process. We would analyze this data and develop an opinion of the fair market value of the
subject property. Upon completion of our analysis,we would prepare an appraisal report in
full compliance with the Uniform Standards of Professional Appraisal Practice (USPAP) and
with the California Code of Civil Procedure Section 1263.320,if applicable.
Fee and Timing
For our services as described above, our fee for the completion of an appraisal report is
proposed at$3,900. We propose to have our report completed within approximately 21-30
days of receiving notice to proceed.
EXHIBIT A
City of San Juan Capistrano
August 12,2019
Page 2
Information to Be Provided by Client
Attached to this letter you will find Exhibit B,which is a list of information that would be useful
and/or necessary for us in the completion of our appraisal services on your behalf. In
completing this proposal at the above-referenced fee and timing,we have assumed that the
information identified on Exhibit A will be made available to us at the onset of our assignment.
In the absence of receiving some of these referenced items, it may be necessary for us to
include limitations and/or special assumptions within the appraisal report, or to spend
additional time(at additional cost)to identify and gather this information from other sources.
If you believe any of the items identified on Exhibit A will not be available to us during the
course of our appraisal, please notify us immediately so we may discuss the situation and
address it to your satisfaction.
General Issues
Payment for services will be handled as follows: Payment for the completion of reports will
be due upon their completion. To the extent that supplemental services are requested,these
will be billed on a monthly basis. For these services,if provided,an advance retainer may be
requested. For these services,if provided,payment is due within 30 days of the invoice date.
Fees unpaid after 30 days are subject to a finance charge.equal to 1.5% per month on all
unpaid balances.
If any party other than yourself will be responsible for payment,that party must also sign this
proposal to acknowledge our agreement and this authorization to proceed.
This proposal is valid for 60 days.
Our appraisal analysis will incorporate the Assumptions and Limiting Conditions which are
attached to this proposal. To the extent that we prepare a written appraisal report, these
Assumptions and Limiting Conditions (or a set which is effectively equivalent) will be
incorporated into the appraisal report.
Fees quoted herein are for the provision of professional services and are not in any way
contingent upon the valuation reported or the outcome of any pending matter for which
valuation is required. In the event of any controversy,claim,or dispute between us related
to this agreement,or the breach thereof,enforcement of this agreement will be governed by
and construed in accordance with the laws of the State of California. The venue for any action
to enforce or interpret this agreement shall be in the County of Los Angeles, State of
California. _
Damages(if any)for which the appraiser and/or appraisal firm would be liable will be limited
to the amount of compensation paid as the fee for providing services.
If this proposal meets with your approval, our receipt of a signed copy of this letter, along
with a purchase order will serve as our notice to proceed.
•
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City of San Juan Capistrano
August 12,2019
Page 3
Thank you for the opportunity of submitting this proposal. If you have any questions or
comments about it,please call me.
Sincerely,
Integra Realty Resourc s—&ailge County
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Elizabeth I!`/l,"Kiley, MAI,AI-GRS'
Managing[hector
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Enclosures: Exhibit A(Information Requested from Client)
Exhibit B(Assumptions and Limiting Conditions)
Professional Qualifications of Elizabeth M. Kiley, MAI,Al-GRS
Professional Qualifications of Rick Donahue, MAI
cc:Rick Donohue(w/enclosures)
AGREED&ACCEPTED THIS DAY OF ,2019
BY:
NAME(PRINT) AUTHORIZED SIGNATURE
•
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Exhibit A
Information Needed to Complete Appraisal Assignment for
APN:666-232-08
A summary of items we typically need to complete a well-documented report are summarized below.
• Name and telephone number of contact to obtain access to the subject;
• Information concerning the proposed use of the subject site;
• The most recent title policy or commitment;
• Historical acquisition cost of subject,terms,date and legal names of parties involved or a copy of
the contract,if available; -
• Any unsolicited or solicited offerings or contracts for sale of the subject within the last 12 months;
'• Most recent environmental and/or engineering reports;
• Ad valorem tax information;
• Any other information you would like us to consider or think would be helpful.
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Exhibit B
Assumptions and Limiting Conditions
This appraisal is based on the following assumptions,except as otherwise noted in the report.
1, The title Is marketable and free and clear of all liens,encumbrances,encroachments,easements and restrictions, The
property is under responsible ownership and competent management and is available for Its highest and best use.
2. There are no existing judgments or pending or threatened litigation that could affect the value of the property.
3. There are no hidden or undisclosed conditions of the land or of the improvements that would render the property more
or less valuable, Furthermore,there is no asbestos in the property.
4. The property is in compliance with all applicable building,environmental,zoning,and other federal,state and local
laws,regulations and codes.
5. The Information furnished by others Is believed to be reliable,but no warranty is given for its accuracy.
This appraisal is subject to the following limiting conditions,except as otherwise noted in the report.
1. The conclusions stated in our appraisal apply only as of the effective date of the appraisal,and no representation is •
made as to the effect of subsequent events.
2. No changes in any federal,state or local laws,regulations or codes(including,without limitation,the Internal Revenue
Code)are anticipated.
3. No environmental Impact studies were either requested or made in conjunction with this appraisal,and we reserve the
right to revise or rescind any of the value opinions based upon any subsequent environmental Impact studies. If any
environmental impact statement is required by law,the appraisal assumes that such statement will be favorable and
will be approved by the appropriate regulatory bodies.
4. Unless otherwise agreed to in writing,we are not required to give testimony,respond to any subpoena or attend any
court,governmental or other hearing with reference to the property without compensation relative to such additional
employment.
5. We have made no survey of the property and assume no responsibility In connection with such matters. Any sketch or
survey of the property included in this report is for illustrative purposes only and should not be considered to be scaled
accurately for size. The appraisal covers the property as described in this report, and the areas and dimensions set
forth are assumed to be correct.
6. No opinion is expressed as to the value of subsurface oil,gas or mineral rights,if any,and we have assumed that the
property Is not subject to surface entry for the exploration or removal of such materials,unless otherwise noted in our
appraisal.
7. We accept no responsibility for considerations requiring expertise in other fields. Such considerations include,but are
not limited to,legal descriptions and other legal matters such as legal title,geologic considerations,such as soils and
seismic stability,and civil,mechanical,electrical,structural and other engineering and environmental matters.
8. The distribution of the total valuation In the report between land and improvements applies only under the reported
highest and best use of the property. The allocations of value for land and improvements must not be used in
conjunction with any other appraisal and are invalid if so used. The appraisal report shall be considered only In its
entirety. No part of the appraisal report shall be utilized separately or out of context.
9. Except as provided in the Agreement,neither all nor any part of the contents of this report(especially any conclusions
as to value,the identity of the appraisers,or any reference to the Appraisal institute)shall be disseminated through
advertising media, public relations media, news media or any other means of communication (including without
limitation prospectuses,private offering memoranda and other offering material provided to prospective investors)
without the prior written consent of the person signing the report.
10. Any Income and expense estimates contained in the appraisal report are used only for the purpose of estimating value
and do not constitute predictions of future operating results.
11, If the property is subject to one or more leases, any estimate of residual value contained in the appraisal may be
particularly affected by significant changes in the condition of the economy,of the real estate industry, or of the
• appraised property at the time these leases expire or otherwise terminate.
12. No consideration has been given to personal property located on the premises or to the cost of moving or relocating
such personal property;only the real property has been considered.
. 13. The current purchasing power of the dollar Is the basis for the value stated in our appraisal;we have assumed that no
extreme fluctuations In economic cycles will occur.
• 14. The value found herein is subject to these and to any other assumptions or conditions set forth in the body of this
report but which may have been omitted from this list of Assumptions and Limiting Conditions.
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Assumptions and Limiting Conditions Page 2
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15. The analyses contained in the report necessarily incorporate numerous estimates and assumptions regarding property
performance,general and local business and economic conditions,the absence of material changes in the competitive
environment and other matters. Some estimates or assumptions, however, inevitably will not materialize, and
unanticipated events and circumstances may occur;therefore,actual results achieved during the period covered by our
analysis will vary from our estimates,and the variations may be material.
16. The Americans with Disabilities Act(ADA)became effective January 26,1992. We have not made a specific survey or
analysis of any property to determine whether the physical aspects of the improvements meet the ADA accessibility
guidelines. In as much as compliance matches each owner's financial ability with the post to cure the non-conforming
physical characteristics of a property,we cannot comment on compliance to ADA. Given that compliance can change
with each owner's financial ability to cure non-accessibility, the value of the subject does not consider possible
noncompliance. A specific study of both the owner's financial ability and the cost to cure any deficiencies would be
needed for the Department of Justice to determine compliance.
17. Except as provided in the Agreement, the appraisal report is prepared for the exclusive benefit of the Client, its
subsidiaries and/or affiliates. Except as provided in the Agreement,it may not be used or relied upon by any other
party. Except as provided in the Agreement,all parties who use or rely upon any information in the report without our
written consent do so at their own risk.
18. No studies have been provided to us indicating the presence or absence of hazardous materials on the subject property
or in the Improvements,and our valuation is predicated upon the assumption that the subject property is free and clear
of any environment hazards including, without limitation, hazardous wastes, toxic substances and mold. No
representations or warranties are made regarding the environmental condition of the subject property and the person
signing the report shall not be responsible for any such environmental conditions that do exist or for any engineering
or testing that might be required to discover whether such conditions exist. Because we are not experts in the field of
environmental conditions,the appraisal report cannot be considered as an environmental assessment of the subject
property.
19. The person signing the report may have reviewed available flood maps and may have noted In the appraisal report
whether the subject property is located in an Identified Special Flood Hazard Area. We are not qualified to detect such
areas and therefore do not guarantee such determinations. The presence of flood plain areas and/or wetlands may
affect the value of the property,and the value conclusion is predicated on the assumption that wetlands are non-
existent or minimal.
20. Integra is not a building or environmental inspector. Integra does not guarantee that the subject property is free of
defects or environmental problems. Mold may be present in the subject property and a professional inspection is
recommended.
21. The appraisal report and value conclusion for an appraisal assumes the satisfactory completion of construction,repairs
or alterations in a workmanlike manner.
22. Integra Realty Resources--Los Angeles,an independently owned and operated company shall prepare the appraisal for
the specific purpose so stated elsewhere In this proposal. The intended use of the appraisal Is stated in the General
Information section of the report. Except as provided In the Agreement,the use of the appraisal report by anyone
other than the Client is prohibited. Accordingly, except as provided In the Agreement,the appraisal report will be
addressed to and shall be solely,for the Client's use and benefit.
23. The conclusions of this report are estimates based on known current trends and reasonably foreseeable future
occurrences. These estimates are based partly on property Information, data obtained in public record,Interviews,
existing trends,buyer-seller decision criteria in the current market,and research conducted by third parties,and such
data are not always completely reliable. Integra Realty Resources,Inc.and the undersigned are not responsible for
these and other future occurrences that could not have reasonably been foreseen on the effective date of this
assignment. Furthermore,It is Inevitable that some assumptions will not materialize and that unanticipated events
may occur that will likely affect actual performance. While we are of the opinion that our findings are reasonable based
on current market conditions,we do not represent that these estimates will actually be achieved,as they are subject
to considerable risk and uncertainty. Moreover,we assume competent and effective management and marketing for
the duration of the projected holding period of this property.
24. All prospective value estimates presented in this report'are estimates and forecasts which are prospective in nature
and are subject to considerable risk and uncertainty. In addition to the contingencies noted in the preceding paragraph,
several events may occur that could substantially alter the outcome of our estimates such as,but not limited to changes
in the economy,interest rates,and capitalization rates,behavior of consumers, investors and lenders,fire and other
physical destruction, changes In title or conveyances of easements and deed restrictions, etc. It is assumed that
conditions reasonably foreseeable at the present time are consistent or similar with the future.
As will be determined during the course of the assignment,additional assumptions may be required in order to complete the
assignment,which additional assumptions shall be reasonably satisfactory to Client and shall be stated in full in the report. The
appraisal shall also be subject to those assumptions.
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