HomeMy WebLinkAboutC2011-240 - 7/19/2011 - ApprovedTHE STATE OF TEXAS §
Real Estate Appraisal Contract
KNOW ALL BY THESE PRESENTS:
COUNTY OF NUECES §
This agreement is between the City of Christi, Texas, a Texas home -rule municipal corporation
( "City"), P. O. Box 9277, Corpus Christi, Texas 78489 -9277 acting through its duly authorized City Manager or
designee and Aviation Management Consulting Group, Inc., a Colorado corporation ( "AMCG ") of 9085
E. Mineral Circle, Suite 315, Centennial, Colorado 80112 -3499 for the preparation of a Summary Real
Estate Appraisal Report in connection with the Corpus Christi International Airport ( "CCIA ") Facilities
& Land Appraisal.
NOW THEREFORE, the City and the AMCG agree as follows:
A. AMCG agrees to the following:
(1)
Prepare a summary appraisal report containing the fair market values (as defined in the Uniform,
Standards of Professional Appraisal Practice (USPAP) for the facilities & land listed below and as shown on the
attached Exhibit A. The intended use of the report is for the future development of the subject properties.
The intended user of the reports is the City, solely.
In developing and preparing the report, AMCG must abide by the most current edition of USPAP and all
applicable Federal Aviation Administration Rules & Regulations related to market value appraisals. The
City reserves the right to amend size and legal description of the tract, if necessary, for an additional fee
negotiated between City and AMCG.
(2) Submit three (3) bound copies of the summary appraisal report to the City with AMCG's final
invoice.
(3) AMCG will submit the completed summary appraisal reports to the City no later than twelve (12) weeks from
receipt of the Notice to Proceed. The summary appraisal report shall be submitted to Corpus Christi
International Airport, 1000 International Drive, Corpus Christi, Texas 78406, Attn: Director of Aviation, upon
completion. AMCG work products will be provided in hardcopy and non - editable, but searchable digital
formats only. No editable digital versions of AMCG work products will be provided.
2011 -240
M2011 -157
07/19/11 1
Aviation Mngmt. Consulting
(4) AMCG agrees to submit preliminary appraisal conclusions no later than nine weeks from the Notice to
Proceed, submit a "draft report" no later than ten weeks from the Notice to Proceed, and meet or confer with the
Director of Aviation or designee prior to completion of the final summary appraisal report.
(5) SCOPE OF WORK: As part of AMCG duties, AMCG agrees that a.) AMCG will make a physical
inspection of the subject properties to be appraised; b.) meet with the Director of Aviation or designee to
obtain data and input related to the following subject properties, which were outlined in the City's
Request for Qualifications, Bl, 0138 -11 -A, which is attached as Exhibit A.
1. Parcel B1 (Industrial Park) = 128.75 Acres (5,608,492.26 SF)
2. Parcel C1 (East Landside Parcels) = 98.75 Acres (4,301,638.15 SF)
3. Parcel C2 (East Landside Parcels) = 50.21 Acres (2,187,105.44 SF)
4. West General Aviation
Office Buildings:
• WGA OF -1 (separate value)
o Single -Story
o 3,105 SF
o Built in 1962
o Atlantic Aviation Terminal
o Has public lounge, pilot lounge, flight planning room,
service desk, vending area, offices and conference
room.
• WGA OF -2 (separate value)
o Two -Story
o 9,360 SF total (4,680 SF each level)Built in 1962
o Sub- leased to Advantage Aircraft
o First Floor Facilities: Offices, Radio Shop, Fabrication
Shop, General Shop, Parts Storage, Loading Dock, and a
Break Room.
o Second Floor: Used for storage
• WGA OF -3 (separate value)
o Single -story
o 2,300 SF
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• WGA OF -4 (separate value)
o Single -story
o 2,300 SF
Hangars (separate value):
• WGA H-1 = 14,000 SF
• WGA H -2 = 14,000 SF
• WGA H -3 = 11,500 SF
• WGA H -4 = 13,325 SF
Ramp (separate value):
• Apron - 466,514 SF
• 57 Fixed Wing Tie -Downs
• 10" Thick Concrete
Fuel Farm (separate value):
• Apron — 11,246 SF
• Fuel Tanks
o 2 - 12,000 Gallon JET -A
o 1- 10,000 Gallon AV -GAS
o 1- 500 Gallon Unleaded
Miscellaneous:
• Asphalt Vehicle Parking (separate value) — 61,823 SF
• Undeveloped Land (Grass) (separate value) — 170,087 SF
East General Aviation
Office Building:
• EGA OF -1 (separate value)
o Single -Story
o 4,900 SF
Circa 1990
o Signature Flight Support Terminal
a Has public lounge, pilot lounge, flight planning room,
service desk, vending area, offices and conference
room.
• EGA OF -2 (separate value)
o Single -Story
o 2,500 SF
o Circa 1970
o Southwest Cargo Offices
o Offices
• EGA OF -3 (separate value)
o Single -Story
o 5,000 SF
o Circa 1970
o Signature Flight Support Operations & Maintenance
o Offices, Storage areas
• EGA OF -4 (separate value)
o Single -Story
o 5,000 SF
o Circa 1970
o Subleased to Ocean Air Center LLC
o Mechanics Shop
• EGA OF -5 (separate value)
o Single -Story
o 3,800 SF
o Circa 1980
o Subleased to Al Dodds Aviation
o Offices
• EGA OF -6 (separate value)
o Single -Story
o 7,000 SF
o Circa 1980
o Subleased to CC Flight School
o Flight School
Hangars: (separate value)
• EGA H-1 = 25,600 SF
• EGA H -2 = 15,000 SF
• EGA H -3 = 30,800 SF
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Ramp: (separate value)
• Apron — 354,765 SF
• 30 Fixed Wing Tie -Downs
Fuel Farm: (separate value)
• Apron — 4,776 SF
• Fuel Tanks
• 3 - 12,000 Gallon JET -A
• 1- 12,000 Gallon AV -GAS
• 1— 2,000 Gallon Unleaded
• 1— 2,000 Gallon Diesel
Miscellaneous:
• Asphalt Vehicle Parking (separate value)— 86,766 SF
• Undeveloped Land (Grass) (separate value)— 140,048 SF
The City will coordinate on -site visits with tenants & sub- tenants and accompany AMCG to
perform of Scope of Work.
(6) It is further agreed that appraisal information concerning the property assigned for appraisal services,
whether contained in or within the summary appraisal report to the City or not, is to be treated as
confidential and a breach of such confidence by AMCG, except on written authorization by the City
Manager or designee or upon proper order of a Court, is a material breach of this contract.
(7) AMCG will comply with all Federal, State and Local laws and ordinances applicable to the
work.
(8) In the summary appraisal report, the AMCG will include AMCG's and appraiser's
technical qualifications, general appraisal experience, specific experience in appraising properties of
the type Involved in this project, the courts in which AMCG and appraiser has testified as an expert
witness and any other Information relating to professional qualifications. AMCG must provide
supporting summary information regarding comparable airports and properties used in determining the
valuation in the appraisal.
(9) In agreeing to the terms of this contract, AMCG hereby certifies that AMCG does not have any
interest (including that of real estate broker or agent), direct or indirect, present or prospective, in any
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parcei(s) described in this agreement or any other interest, whether or not in connection with said
parcel(s), which would conflict in any manner or degree with the performance of the services and
submission of impartial reports, and has not employed and will not employ, in connection with the
services to be furnished hereunder, any person having any such interest, and until such parcel(s) is (are)
acquired by the City or excluded from its project.. AMCG and any employees or subconsultants of
AMCG, so long as they are employed by or under contract to AMCG, will not acquire any such interest
and will not, for their own account or for other than the City, negotiate for any of said parcel(s), perform
services in connection with said parcel(s), or testify voluntarily as a witness in a condemnation or
other proceeding with respect to such parcel(s).
(10) AMCG shall be responsible to ensure that all services provided under this agreement by
AMCG or any subcontractor or subconsultant are in compliance with the requirements of the
City's Request for Qualifications, AMCG Statement of Qualifications, and this Agreement, which
are all included as separate exhibits. In the event of any conflict between the various
documents, the order of descending precedence shall be as follows: (1) this Agreement, (ii) City
Request for qualifications, and (iii) Statement of Work.
B. The City agrees to provide the following to AMCG:
(1) Furnish copies of structural reports
(2) Furnish copies of PDF Exhibits of Facilities
(3) Furnish Apron Drawings
(4) Historical 5010's
(5) Fixed Base Operator Financial Reports for the past 5 years
(6) Other data, as available, as indicated in AMCG's Information Data
Request (Exhibit B).
C. Payment:
Fees for services rendered will be payable on a progressive basis predicated upon the work
completed and previously approved expenses incurred by AMCG each billing period, as
described herein. Payment of the final invoice for the summary appraisal report is to be made
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upon completion of the total assignment, submittal of invoice and correction of any errors. Fees for
services rendered will be paid as follows: 25% of total contract amount will be invoiced after first 30
days following Notice to Proceed. Additional 25% of total contract amount will be invoiced after 60
days following Notice to Proceed. Final 50% of total contract amount will be invoiced upon completion
of the total assignment, submittal of invoice, and subiect to final acceptance of the corrected report by
the Director of Aviation. The total contract payment includes expenses of up to $2,500.00 as
described in the Statement of Work. Any other expenses above the initial 52,500.00 described in the
Statement of Work require prior written approval of the Director of Aviation.
D. Termination:
The City Manager or designee reserves the right to terminate this contract with or without cause at anytime.
Termination may indude the entire contract or may indude only selected parcels that the City desires to delete. In
either case, the City agrees to pay AMCG only for the work completed at the time of termination.
E. Assignability:
The Appraiser shall not assign, transfer or delegate any of Appraiser's obligations or duties of this contract to any other
person. However, AMCG may subcontract the appraiser services as described in the the AMCG's Statement of
Qualifications marked as Exhibit C. Any subcontractor or subconsuftant utilized by AMCG in accordance with its
Statement of Qualifications shall be the responsibility of AMCG to indemnify and insure in accordance with this
Agreement and the CrWs Request for Qualifications.
F. AMCG's Statement of Qualifications:
AMCG's Statement of Qualifications, dated May 25, 2011, marked as Exhibit C, is attached hereto and made a
part of this contract.
G. Fee:
ln consideration of work to be performed by AMCG as written in Section A, subsections 1 -12 herein and in
accordance with the AMCG's Statement of Qualifications attached as Exhibit C, the City agrees to pay AMCG the
total sum of FORTY -NINE THOUSAND AND FIVE HUNDRED DOLLARS AND NO CENTS. Total contract amount not
to exceed $49,500.00 Dollars.
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H. Indemnification and Insurance:
AMCG agrees to indemnify, save harmless and defend the City of Corpus Christi, and its
agents, subcontractors, consultants, subconsultants, servants, and employees, and each of
them against and hold it and them harmless from any and all lawsuits, claims, demands,
liabilities, losses and expenses, including court costs and attorneys' fees, for or on account of
any injury to any person, or any death at any time resulting from such injury, or any damage
to any property, which may arise or which may be alleged to have arisen out of or in
connection with the work covered by this contact and caused by the negligence of AMCG.
The foregoing indemnity shall apply except if such injury, death or damage is caused by the
sole or concurrent negligence of the City of Corpus Christi, its agents, servants, or employees
or any other person indemnified hereunder.
Upon execution of this Agreement, AMCG agrees to provide insurance as required by the City's Request
for Qualifications to provide coverage for AMCG and any subcontractor or subconsultant.
Disclosure of Interest:
AMCG agrees to execute the attached Disclosure of Interest form attached as Exhibit D. City of Corpus Christi
Ordinance 17112, as amended, requires all persons or firms seeking to do business with the City to provide the
Information requested on the form. AMCG certifies that all information provided on the form is true and correct
and has not knowingly withheld disclosure of any information requested; and that supplemental statements will be
promptly submitted to the City as changes occur.
EXECUTED IN TRIPLICATE, ANY OF WHICH CONSTITUTES AN ORIGINAL.
CITY OF CORPUS CHRISTI :
By: OP"- % rn 7G
City Manager
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AMCG:
By:
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(Date) FI l{ll
City Hall
1201 Leopard St.
Corpus Christi, Texas 78401
Phone No. 826 -3515
Fax No 826 -3501
APPROVED AS TO FORM:
Legal Dept ment
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ATTACHMENTS TO CONTRACT:
1. Exhibit A, Request for Qualifications (BI- 0138 -11 -A)
2. Exhibit B, AMCG's Information Data Request
3. Exhibit C, AMCG's Statement of Qualifications (May 25, 2011)
4. Exhibit D, Disclosure of Interests
CITY OF CORPUS CHRISTI
CORPUS CHRISTI INTERNATIONAL AIRPORT
CORPUS C
INTERNATIONAL ALRPORT
REQUEST FOR QUALIFICATIONS
( "RFQ' )
SELF - CONTAINED APPRAISAL OF
AIRPORT PROPERTY& FIXED BASE OPERATIONS FACILITIES
BI- 0138 -11 -A
CORPUS CHRISTI INTERNATIONAL AIRPORT
OFFICE OF THE ASSISTANT DIRECTOR
ENRIQUE H CASTILLO, ASSISTANT DIRECTOR
1000 INTERNATIONAL DRIVE
CORPUS CHRISTI, TEXAS 78406
TELEPHONE: (361) 289 -0171 x1258
@ enriquecCc cctexas.com
Exhibit
TABLE OF CONTENTS
1.0 Appraisal Project Information
2.0 Minimum Qualifications
3.0 Required Insurance
4.0 Response Submission
Attachment "A' — Company Qualification Statement and Quote
Attachment "B" — Atlantic Aviation FBO
Attachment "C" — Signature Flight Support FBO
Attachment "D -1" — Industrial Park
Attachment "D -2" — East Parcels
Attachment 'E" — Q&A
Request for Qualifications Page i May 2011
Self - Contained Appraisal of Airport Property & FBO Facilities
REQUEST FOR QUALIFICATIONS
SELF- CONTAINED APPRAISAL OF
AIRPORT PROPERTY& FIXED BASE OPERATIONS FACILITIES
1.0 Appraisal Project Information
1.1 Background
The City of Corpus Christi (City) is requesting a statement of qualifications (RFQ) and
fee quotes from qualified real estate appraisal companies (Company) to conduct a self -
contained appraisal (Appraisal) of the airport property & fixed base operations facilities
currently leased and operated by Signature Flight Support Corporation (Signature) and
Atlantic Aviation (Atlantic) at Corpus Christi International Airport (Airport). The Appraisal
should include comparable "on airport" small hub category comparable facilities from
Texas and the surrounding region. The FBO's premises including buildings, hangars,
offices, aprons, parking lots, and tie down areas comprise approximately 612,425 square
feet (approximately 14 acres). The land is leased from the City and the facilities will
revert to the City at the termination of the current and any future leases. The Atlantic
Lease is currently on a month to month basis and the Signature Lease expires in 2012.
The Appraisal will be used to establish fair market value for the associated land and
facilities identified below. The intended user of the appraisal and appraisal review
reports will be the City.
1.2 Required Appraisal
The Appraisal must include the following:
A. An analysis and report of the following scenarios:
1. Fair market rental value of improvements based on comparable facilities
and business terms, showing a separate value for land, each
facility /capital improvement, hangar, apron, parking lot surface
improvements, and the fuel farm improvements. The Appraisal shall
contemplate that the improvements will revert to the City in the future at
the end of 20, 25 and 30 year terms and shall include a projection of the
financial impacts associated with each term length. The Appraisal should
anticipate that the leases are on a "triple net" basis.
2. Fair market rental value of all additional undeveloped land, as if
unimproved, comprised of approximately 170,087 square feet.
3. Fair market rental value of the apron.
4. Fair market rental value of the parking lot surface improvements.
B. The detailed approach for establishing the appraised value, i.e., replacement cost,
income stream, or comparable market sales of small hub category airports in
Texas and the surrounding region, with an explanation of benefits and drawbacks
relevant to each approach that is not recommended, along with the benefits and
limitations of the recommended approach or combination of approaches for each
scenario, relevant to this property.
Request for Qualifications Page 1 May 2011
Self- Contained Appraisal of Airport Property & FBO Facilities
C. An analysis and support documentation regarding the comparable properties shall
include the following factors:
1. Revenue streams from various income sources, which may include:
apron fees, landing fees, hangar rentals, concession fees, outside turbine
engine repair revenues, ground leases, fueling fees, maintenance fees,
and others.
2. Issues involving zoning, the Airport's approved master plan, and
limitations on the use of the Airport and FBO facilities (highest and best
use).
3. Trends in the airport industry property valuation practices state -wide,
regionally, and nationally.
4. The number of FBO's on the selected airports.
5. A consideration of area amenities: proximity to major urban areas; car
rental facilities, hotels, shopping facilities, and major tourist attractions,
etc.
D. Scope
1. Parcel B1 (Industrial Park) = 102.36 Acres (4,458,939.76 SF)
2. Parcel C1 (East Landside Parcels) = 98.75 Acres (4,301,638.15 SF)
3. Parcel C2 (East Landside Parcels) = 50.21 Acres (2,187,105.44 SF)
4. West General Aviation
Office Buildings:
• WGA OF -1 (separate value)
o Single -Story
o 3,105 SF
o Built in 1962
• Atlantic Aviation Terminal
• Has public lounge, pilot lounge, flight planning room, service desk,
vending area, offices and conference room.
o WGA OF -2 (separate value)
• Two -Story
• 4,860 SF
• Built in 1962
o Subleased to Advantage Aircraft
o First Floor Facilities: Offices, Radio Shop, Fabrication
Shop, General Shop, Parts Storage, Loading Dock,
and a Break Room.
o Second Floor: Used for storage
Hangars (separate value):
Request for Qualifications Page 2
Self- Contained Appraisal of Airport Property & FBO Facilities
May 2011
• WGA H -1 = 14,000 SF
• WGA H -2 = 14,000 SF
• WGA H -3 = 11,500 SF
• WGA H -4 = 13,325 SF
Ramp (separate value):
• Apron - 466,514 SF
• 57 Fixed Wing Tie -Downs
• 10" Thick Concrete
Fuel Farm (separate value):
• Apron — 11,246 SF
• Fuel Tanks
o 2 - 12,000 Gallon JET -A
o 1 - 10,000 Gallon AV -GAS
o 1 - 50 Gallon Unleaded
Miscellaneous:
• Asphalt Parking (separate value) — 61,823 SF
• Undeveloped Land (Grass) (separate value) — 170,087 SF
5. East General Aviation
Office Building:
• EGA OF -1 (separate value)
o Single -Story
o 4,900 SF
o Circa 1990
o Signature Flight Support Terminal
o Has public lounge, pilot lounge, flight planning room,
service desk, vending area, offices and conference
room.
• EGA OF -2 (separate value)
o Single -Story
o 2,500 SF
o Circa 1970
o Southwest Cargo Offices
o Offices
• EGA OF -3 (separate value)
o Single -Story
o 4,365 SF
o Circa 1970
o Signature Flight Support Operations & Maintenance
o Offices, Storage areas
• EGA OF -4 (separate value)
o Single -Story
Request for Qualifications Page 3 May 2011
Self- Contained Appraisal of Airport Property & FBO Facilities
o 4,365 SF
o Circa 1970
o Subleased to Ocean Air Center LLC
o Mechanics Shop
• EGA OF -5 (separate value)
o Single -Story
o 2,824 SF
o Circa 1980
o Subleased to Al Dodds Aviation
o Offices
• EGA OF -6 (separate value)
o Single -Story
o 5,842 SF
o Circa 1980
o Subleased to CC Flight School
o Flight School
Hangars: (separate value)
• EGA H -1 = 28,047 SF
• EGA H -2 = 10,921 SF
• EGA H -3 = 33,029 SF
Ramp: (separate value)
• Apron — 354,765 SF
• 30 Fixed Wing Tie -Downs
Fuel Farm: (separate value)
• Apron — 4,776 SF
• Fuel Tanks
• 3 - 12,000 Gallon JET -A
• 1 - 12,000 Gallon AV -GAS
• 1 — 2,000 Gallon Unleaded
Miscellaneous:
• Asphalt Parking (separate value)— 86,766 SF
• Undeveloped Land (Grass) (separate value)— 140,948 SF
1.3 Award and Payment
The Appraisal will be awarded to the Company that meets the required minimum
qualifications as listed in Section 2.0. The City will issue a Notice to Proceed (NTP) to
the selected Company. The Appraisal must be concluded within 45 calendar days from
the issuance of the NTP.
Activity Scheduled Date
NTP and Purchase Order (P0) Issued: June 27, 2011
Completed Appraisal Due: 45 days following NTP
Request for Qualifications Page 4
Self-Contained Appraisal of Airport Property & FSO Facilities
May 2011
The Appraisal report will be submitted to the City for review and acceptance. Upon
acceptance, the Company will submit an invoice to the City. Payment will be made by
the City approximately 30 days after receipt and acceptance of the invoice. The City will
not allow progress payments during the development of the appraisal.
2.0 Minimum Qualifications
The Company and Appraiser must meet the following minimum qualifications:
2.1 Company:
The Company must have the ability to obtain the required insurance as specified in
Section 3.0 below.
2.2 Appraiser:
A. The Appraiser must be a member of the Appraisal Institute with a Member
Appraisal Institute (MAI) designation; and
B. Appraisers should have a working knowledge of the aviation industry, including
FBO and related general aviation facilities and associated aeronautical activities,
and be familiar with FAA and State of Texas rules and policies affecting airport
property. The appraiser must be a Texas Certified General Appraiser at
minimum.
C. Appraisers should have completed a minimum of five aeronautical property
appraisals of improved properties with at least three (3) comparable FBO
appraisals. Valuations are being sought to establish the market value in order to
develop the market lease rate, which is based on a Percentage of Value Factor.
The Percentage Value Factor recommendation will be furnished by the client.
D. The appraisal assignment shall be done, and the appraisal shall conform with,
the Uniform Standards of Professional Appraisal Practice ( "USPAP "). FAA Order
5190.6B, and CFR 24.103 and CFR 24.104 should be considered resources
also, as well as the guidelines set out in 49 CFR Part 24 /Uniform Relocation
Assistance and Real Property Acquisition for Federal and Federally- Assisted
Programs; and Uniform Standards for Federal Land Acquisitions ( "Yellow Book ").
We require reports in a bound, narrative, Summary Format, five (5) copies, and
2010 USPAP - compliant. An electronic copy of the report is required, and a pre -
appraisal meeting with CRP staff will be required also
E. Proposals must include a brief summary of aviation appraisal experience, and
your proposed scope of work for the pending assignment, based on the
information provided herein. Proposers are encouraged to propose any
enhancements that will provide added value to the appraisal product.
Request for Qualifications Page 5
Self- Contained Appraisal of Airport Property & FBO Facilities
May 2011
3.0 Required Insurance
The Company must be able to demonstrate that it can provide the required insurance
coverages and limits as outlined below:
3.1 Insurance Terms and Conditions
The Company will maintain the following limits and coverages uninterrupted or amended
for the term of the appraisal project. In the event the appraiser becomes in default of the
following requirements, the City reserves the right to take whatever actions deemed
necessary to protect its interests. Liability policies, other than Workers'
Compensation /Employer's Liability and Professional Liability, will provide that the
Authority is an additional insured.
3.2 Required Coverages — Minimum Limits
A. Commercial General Liability
The minimum limits of Commercial General Liability insurance (inclusive of any
amounts provided by an umbrella or excess policy) covering liability resulting
from, or in connection with, operations performed by, or on behalf of, the
Company under this RFQ:
General Aggregate
Each Occurrence
Personal and Advertising Injury
Contract Specific
$1,000,000
$1,000,000
$1,000,000
B. Worker's Compensation and Employer's Liability Insurance
The minimum limits of Worker's Compensation /Employer's Liability insurance
(inclusive of any amount provided by an umbrella or excess policy) are:
Part One (Worker's Compensation): "Statutory"
Part Two (Employer's Liability):
Each Accident $100,000
Disease — Policy Limit $500,000
Disease — Each Employee $100,000
C. Business Automobile Liability Insurance
The minimum limits of Business Auto Liability insurance (inclusive of any
amounts provided by an umbrella or excess policy) covering all owned, hired and
non -owned vehicles are:
Each Occurrence —
Bodily Injury and Property Damage Combined $1,000,000
D. Professional Liability
The minimum limits of Professional Liability insurance covering all work of the
Company without any exclusions unless approved in writing by Authority will
remain in force for a period of three years following completion of the Appraisal.
The minimum limits of coverage are:
Each Occurrence
Annual Aggregate
$1,000,000
$1,000,000
Request for Qualifications Page 6
Self- Contained Appraisal of Airport Property & FBO Facilities
May 2011
This RFQ incorporates by reference the City's Operating Directive concerning
contractual insurance terms and conditions in effect as of the date of this RFQ as may
be amended from time to time.
4.0 Response Submission
The Company's response is to be submitted as follows:
4.1 Submission
Companies must complete and submit the response, attached hereto and made a part
hereof. Any data furnished by the City is for informational purposes only and is not
warranted. The Company's use of any such information will be at the Company's own
risk. Failure on the part of the Company to examine, inspect, and to be completely
knowledgeable of the terms and conditions of the RFQ, operational conditions, or any
other relevant documents or information will not relieve the selected Company from fully
complying with this RFQ. Submissions or modifications received after the response
deadline will not be considered.
4.2 Number of RFQ submissions
1 Original (clearly marked "ORIGINAL ") and
5 Copies (clearly marked "COPY ")
4.3 Delivery of RFQ submissions
Submit the response no later than 5:OOpm CDT June 3, 2011 in an envelope clearly
labeled to the address listed below:
Request for Qualifications for Self- Contained Appraisal of Airport Property & Fixed Base
Operations Facilities
Bi- 0138 -11 -A
Mr. Enrique H Castillo
Assistant Director of Aviation
Corpus Christi International Airport
1000 International Drive
Department of Aviation
Corpus Christi, Texas 78406
if you have any questions concerning the delivery of the RFQ submission, call Enrique H
Castillo, (361) 289 -0171 x1258
The Airport's office is open Monday through Friday, 8:30 am to 5:00 pm, CST, excluding
major holidays. Deliveries must be to the physical location listed above. Submissions
will be given a time /date receipt by City staff.
4.4 RFQ response evaluation criteria:
1. Company reputation
2. Assigned staff
3. Financial proposal
4. Experience in performing appraisals in the types of markets identified
5. Ability to perform within the allotted timeframe
Request for Qualifications Page 7 May 2011
Self- Contained Appraisal of Airport Property & FBO Facilities
6. DBE participation
4.5 Execution of the Company Qualification Statement and Quote (Attachment A)
Attachment A must be executed by an official of the Company who is legally authorized
to do so.
4.6 RFQ Process
The RFQ will in no manner be construed as a commitment on the part of the City to
award a contract. The City reserves the right to reject any or all Applications; to waive
minor irregularities in the RFQ process or in the Applications; to re- advertise this RFQ; to
postpone or cancel this process; select and procure parts of services; and to change or
modify the RFQ schedule at any time.
[Remainder of page intentionally left blank]
Request for Qualifications Page 8 May 2011
Self- Contained Appraisal of Airport Property & FBO Facilities
Attachment "A"
Corpus Christi International Airport
Company Qualification Statement and Quote
The Company will specify the individual that will be responsible for performing the appraisal
( "Appraiser ").
Date:
1. Company's Information
A. Company's legal name:
B. Address:
C. Phone number:
D. Fax number:
2. Appraiser's Information
A. Appraiser's name:
B. Address:
C. Phone number:
D. Fax number:
E. Email address:
3. Minimum Qualifications
To determine qualifications, the following information must be provided for the Company and
the Appraiser:
A. Company:
The Company must have the ability to obtain the required insurance as specified herein.
Attach documentation, in the form of a current insurance certificate or letter from the
appraiser's insurance company, demonstrating that the appraiser or appraiser's
company has or can obtain the required insurance specified in the "General
Requirements" section of the RFQ.
Insurance documentation is attached. Yes No
B. Appraiser:
1) The Appraiser must be a member of the Appraisal Institute with a Member Appraisal
Institute (MAI) designation.
MAI Certificate is attached. Yes No
2) The Appraiser must be a state certified general appraiser.
State of Texas Appraisal certification is attached. — Yes No
3) Provide the following information to demonstrate that the Appraiser has completed a
minimum of five appraisals since January 1, 2003 of properties and improvements at
Request for Qualifications Page 1 May 2011
Self- Contained Appraisal of Airport Property & FBO Facilities
FBOs that pump a minimum of one million gallons of fuel per year. Attach a report
that includes, at a minimum, the following:
a. Name of entity for which appraisal was performed:
b. Entity contact person:
c. Contact person's phone number:
d. Type of appraisal:
e. Date appraisal completed:
r. Additional comments:
4. Fee Quote
Provide a fee quote to complete the Appraisal as described in Subsection 1.02 of this RFQ:
Fee Quote
Fee Quote -- Written Dollar Amount
Dollar Amount
5. Acknowledgement of Submittal
The Company acknowledges the submittal of this Quote and, if qualified and accepted by
the Authority pursuant to this RFQ, agrees to be subject to all terms and conditions
contained herein. Dated this day of , 20_
By:
(Signature of Appraiser)
(Printed Name)
ATTESTED BY:
(Signature)
(Printed Name)
Request for Qualifications Page 2 May 2011
Self- Contained Appraisal of Airport Property & FBO Facilities
z
F
z
B1 -15 APPROX. ± 7.24 ACRES
B1 -8 APPR ❑X, ± 8,25 ACRES
B1 -16 APPROX. ± 26.4 ACRES
B1 -9 APPROX. ± 4.37 ACRES
B1 -10 APPROX. ± 5.32 ACRES
B1 -1 APPROX. ± 5.03 ACRES
B1-2 APPR ❑X ± 5.71 ACRES
81 -11 APPR ❑X, ± 5.78 ACRES
B1 -3 APPROX. ±
B1-4 APPROX. ±
RNAT]ONA
z
H
81 -1P APPROX. ± 12.54 ACRES
B1 -5 APPROX. ± 8.8 ACRES
31 -13 APPROX. ± 8.16 ACRES
B1 -6 APPR ❑X, ± 11.74 ACRES
ENE
81--14 APPR ❑X ± 1,8 ACRES
31 -7 APPROX. ± 1.06 ACRES
•A.
N
zZ
EXHIBIT E
REQUEST FOR QUALIFICATION
SELF CONTAINED APPRAISAL OF AIRPORT PROPOERTY &
FIXED BASE OPERATINS FACILITIES
QUESTIONS AND RESPONSES IN REGARDS TO REQUIRED SERVIES
1.)
Section 1.1 — while we understand that the Appraisal should
include comparable "on- airport" small hub category comparable
facilities from Texas and the surrounding region, is it limited to
these airports?
a. It is our experience that comparable airports can be found
throughout the U.S. and when found, they should be
considered.
Response: If proposer has other applicable comparable facilities,
they should be included; however, it is preferred that proposers
include comparables from Texas and the surrounding region if
available.
2.) Section 1.2. A — please define fair market rental value.
a. Is this "fair market rent" (as in rental rate) or "fair market
value" (as in value)?
Response: Fair market rent
3.) Section 1.2. A. 1 — please explain the statement that "the
Appraisal shall contemplate that improvements will revert to the
City in the future at the end of 20, 25, and 30 year terms and shall
include a projection of the financial impacts associated with the
each term length."
a. In Section 1.1, the RFQ states that the "airport property and
fixed base operations facilities currently leased and operated
by [Signature] and [Atlantic] ".
i. As such, this implies that the improvements have already
reverted.
Response: In that the lease for Atlantic is on a month to month basis,
they will revert upon termination of that lease. For Signature, they
will revert to the City at the end of their lease in 2012.
4.) Section 1.2 D — for the industrial park (item 1) and landside
parcels (items 2 and 3), what value does the City desire (e.g., fee
simple, leasehold interest, or other).
Response: Fee simple
5.) Section 1.2 D — does the City know the date of construction of all
improvements identified in the RFQ (e.g., hangar, apron, fuel
storage facilities, asphalt vehicle parking, office space, etc.)?
Response: It is anticipated that the construction will commence/be
completed in the next 5 years.
Does the City have building plans for all improvements?
Response: Not currently.
6.) Section 2.2 D — what Percentage Value Factor (PVF) has the City
used (provided to appraisers /consultants) in the past?
Response: Appraisals have not been performed in the recent past.]
7.) Section 2.2 D — does the City anticipate that it will use (provide)
the same PVF for land and improvements? Does the City
anticipate that the PVF will be the same for aviation and non -
aviation uses? Does the City anticipate that the PVF will be the
same for commercial (for hire) and non - commercial (not for hire)
uses?
Response: Yes to all
8) Is the RFQ only for the FBOs, or for the FBOs and all other
land on the Airport included on the tour (industrial park,
commercial site, DEA, T- hangars, etc.)?
Response: The appraisal is for the properties as identified in the
RFQ.
9) Are the FBOs to be looked at independently, as if operated by a
single entity, or under both scenarios?
Response: The appraisal should be conducted for the properties as
identified in the RFQ. Do not assume both FBO properties would be
operated by the same operator.
10) If the industrial park and other potential industrial sites are to
be evaluated, is the appraisal to look at individual sites as indicated
on the exhibits, or as a single unit leased to a third -party developer,
or some combination of the two?
Response: The appraisal shall be for the properties as identified in
the RFQ.
11) Page 8 of the RFQ indicates that DBE participation is one of
the evaluation criteria. Is there a DBE requirement for the project,
or is it optional?
Response: Proposers shall identify their individual level of DBE
participation.
12) The RFP indicates that the turnaround time for the project is
45 days. That is sufficient for the 2 FBOs, but is overly aggressive
for the total project (if everything is included) given the diversity of
parcels and due diligence required. Is there any flexibility on
delivery?
Response: Proposers are not prohibited from identifying alternatives
in their proposal and, if submitted, they will be considered by the
evaluation team.
13) Nothing is mentioned about meeting with Airport or City staff
before, during or after the appraisal is submitted. Should the
proposal include an allocation for any meetings /presentations outside
of the initial kick -off meeting and inspections?
Response: The original RFQ identified a need for an on -site visit
prior to submission. No other mandatory meetings are identified in
the RFQ.
14) Is the fee proposal to be all- inclusive of expenses? Or can the
fee be quoted on a "fee plus expenses" basis?
Response: Proposals shall be all inclusive.
Aviation
Management
Consulting
Group
Information /Data Request !,
City of Corpus Christi
Corpus Christi International Airport
MULTIPLE PROPERTIES
Exhibit B
July 11,2011
Aviation Management Consulting Group
July 11,2011
Mr. Enrique H. Castillo
Assistant Director of Aviation
Corpus Christi International Airport
1000 International Drive
Department of Aviation
Corpus Christ, Texas 78406
RE: Information /Data Request
Dear Mr. Castillo:
Thank you for selecting Aviation Management Consulting Group (AMCG) to conduct an
appraisal of property at Corpus Christ International Airport (Airport).
To help facilitate the data collection process, AMCG has prepared the following
information/data request (request). We realize this request is comprehensive and it may
take some time to compile this information/data. We appreciate your efforts to compile this
information/data as quickly as possible. Also, we realize that some of the information/data
identified may not be readily available and may require some research. If an item is not
available or does not exist, please mark the item as such in your reply.
If you have any questions or would like to discuss any aspect of this request, please feel
free to contact me directly at (303) 792 -5202. In my absence, please feel free to speak
with David Benner at (303) 520 -0607.
Sincerely,
dap"-,
Paul A. Meyers
Principal in Charge
9085 East Mineral Circle, Suite 315 • Centennial, Colorado 80112 • Phone 303 792 2700 • Fax 303 792 2751
www.auiationmanagernent.com
Aviation
Management
Consulting
Group
INFORMATION /DATA REQUEST
a) Background (history) and evolution
b) Aerial photograph (most recent)
c) Documents
i) Airport Master Plan (most recent)
ii) Airport Layout Plan (most recent)
iii) Future development plans (if any)
iv) Leasing /Rents and Fees Policy
(1) Original document and any amendments or addendums
(2) Policy for the frequency of adjustments to rents, fees, and other charges
(3) Policy for the mechanism(s) used for making adjustments to the rents,
fees, and other charges (e.g., Appraisal, Rent Study, CPI or other index,
etc.)
d) Any pertinent/relevant studies and reports
a) Documents
1) Legal description
ii) Title report
iii) Soils report
iv) Parcel maps (detailing dimensions, utilities, and topography — if available)
v) Lease agreements (or summary of salient terms) for all land and /or
improvements included in the appraisal
b) Plans
i) Site plan
ii) Floor plans (for each building)
c) Zoning
1) Past and current zoning
ii) Identify the entity having zoning jurisdiction
iii) Identify the historical use
d) Utilities
i) Identify the entities providing utilities to the subject property
e) Rents, Fees, and Other Charges
i) Identify most recent adjustment to the rents, fees, and other charges (and the
mechanism utilized to adjust)
ii) Anticipated date (and mechanism) for the next adjustment to the fees and
other charges
f) Commercial Operators and Non - Commercial tenants
Information /Data Request
City of Corpus Christi, Corpus Christi International Airport (07/11/2011)
1
g)
Aviation
Management
Consulting
Group
INFORMATION/DATA REQUEST
1) List of all commercial operators (FBOs and SASOs) and non - commercial
tenants (most recent)
(1) Identify area(s) leased by component (e.g., unimproved or improved land,
hangar, office, shop, ramp, vehicle parking, etc.)
(2) Identify the rent(s) paid (to the airport owner) by each operator and tenant
(by component — if available)
Facilityllmprovement Descriptions
i) Identify the type of improvements (e.g., hangar, office, shop, storage, apron,
vehicle parking, etc.) and the square footage of each improvement
ii) Identify the type of construction and the age, condition, and cost of each
improvement
iii) Identify and describe any capital improvements (e.g., roof, HVAC system,
paving, landscaping, interior refurbishment, etc.) that have been made to
each improvement in the previous 5 years (if any), who made the capital
improvements, and the associated cost
iv) Identify the location and specifications of the fuel storage facility (e.g., number
and size of each tank, age, condition, etc.) and associated cost
v) Identify the type of pavement (e.g., asphalt and/or concrete) and
specifications (e.g., weight bearing capacity) for the apron area(s)
a) Community
i) Relevant population and employment information /trends (i.e., any notable
changes in the past 3 to 5 years)
ii) Other pertinent/relevant information
b) Based Aircraft (last 5 years)
1) Single - Engine
ii) Multi- Engine
iii) Turboprop
iv) Helicopters
v) Other
c) Aircraft Operations (last 5 years and year -to -date)
i) General Aviation
(1) Itinerant
(2) Local
ii) Air Carrier
iii) Air Taxi
iv) Government
d) Fuel Volumes (last 5 years and year -to -date)
Information /Data Request
City of Corpus Christi, Corpus Christi International Airport (07/11/2011)
Aviation
Management
Consulting
Group
INFORMATION/DATA REQUEST
i) By product type (Jet Fuel, Avgas, and Magas, if any)
ii) By provider (FBO, SASO, self -serve fueling, non - commercial self - fueling)
iii) By category (retail, discount, contract, bulk, government, etc.)
e) Competitive (local) Airports
i) Please identify the airports that you believe "compete" with the Airport for"
(1) Based (GA) aircraft
(2) Transient (GA) aircraft
Information /Data Request
City of Corpus Christi, Corpus Christi International Airport (07/11/2011)
A v i a t i o n M a n a g e m e n t C o n s u l t i n g G r o u p
May 25, 2011
Mr. Enrique H. Castillo
Assistant Director of Aviation
Corpus Christi International Airport
1000 International Drive
Department of Aviation
Corpus Christi, Texas 78406
RE: Statement of Qualifications — Self- Contained Appraisal of Airport Property and Fixed
Base Operations Facilities
Dear Mr. Castillo:
Aviation Management Consulting Group (AMCG) and Decker Associates (DA) are pleased
to submit this Statement of Qualifications (SOQ) to the City of Corpus Christi (City),
Department of Aviation (Department), to provide appraisal services at the Corpus Christi
International Airport (Airport).
By way of background, we are a team of experienced and results- oriented professionals
who have the skills, resources, and expertise to get the job done right the first time. We
know how to approach and manage a project and we know how to complete projects on
time and within budget. We believe that the level of customer satisfaction experienced by
our clients is the most reliable indicator of our capabilities and is truly reflective of our
commitment to provide only the highest quality services possible in a timely and
professional manner. Ultimately, I can assure you that we will provide high quality,
comprehensive, and fully responsive services (and work products) and that the City will be
very pleased with our work. In addition, I am confident that nobody will do a better job.
On behalf of our team, we look forward to having the opportunity to work with the City. To
this end, we would welcome the opportunity to talk with you further about our background,
experience, qualifications, and capabilities and the ways that the City will benefit by
engaging us to provide the services described in this SOQ.
If you have any questions, require any additional information, or would like to discuss arty
aspect of this SOQ, feel free to call me at (303) 792 -2700 (office), (303) 792 -5202 (direct),
or (303) 435 -0500 (mobile) or e-mail me at pmeyers @aviationmanagement.com.
Sincerely,
Paul A. Meyers
Principal in Charge
9085 East Mineral Circle, Suite 315 r Centennial, Colorado 80112 -3499 ■ Phone 303 792 2700 • Fax 303 792 2751
WWtV.aviationmanagement. com
Exhibit
Aviation
Management
Consulting
Group
STATEMENT OF QUALIFICATIONS
11. TABLE OF CONTENTS
i. Cover Letter
ii. Table of Contents
iii. Contact Information
iv. Reader's Notes
1. Company
A. Overview
B. Mission
C. Commitments
2. Qualifications and Experience
3_ Services
A. Airport Owners and Operators
B. Aviation Business Owners and Operators
4. Clientele
5. Knowledge
6. Resources
A. Presentations
B. Articles
C. Memberships
7. Related Experience
A. Related Projects
B. Related Workshops and Conferences
8. Team (Organization, Management, and Members)
A. Organizational Chart
B. Project Management
C. Project Team
9_ References
10. Project
A. Background
B. Scope of Work
C. Work Plan (Approach)
D. Budget
E. Timing /Schedule
F. Other Considerations
IN AN EFFORT TO BE GOOD STEWARDS OF OUR ENVIRONMENT AND CONSERVE OUR NATURAL
RESOURCES, THIS SUBMITTAL HAS BEEN PRINTED ON BOTH SIDES OF 100% RECYCLED PAPER.
City of Corpus Christi, Corpus Christi International Airport, Appraisal Services, May 25, 2011 1
IIAviation
Management
Consulting
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STATEMENT OF QUALIFICATIONS
iii. CONTACT INFORMATION
For addition information or clarification of any aspect of this submittal, please contact:
Paul A. Meyers
Principal in Charge
Aviation Management Consulting Group
9055 East Mineral Circle, Suite 315
Centennial, Colorado 80112 -3499
Office: (303) 792-2700
Direct: (303) 792 -5202
Mobile: (303) 435 -0500
Facsimile: (303) 792 -2751
E -Mail: pmeyers@aviationmanagement.com
Office Hours: 8:00 a.m. to 6:00 p.m. (Mountain Time)
Thank you for this opportunity to be of service.
City of Corpus Christi, Corpus Christi International Airport, Appraisal Services, May 25, 2011 1
1
1
IIAviation
Management
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STATEMENT OF QUALIFICATIONS
iv. READER'S NOTES
The following abbreviations have been utilized throughout this submittal:
AAAE = American Association of Airport Executives
Airport = Corpus Christi International Airport
AMCG = Aviation Management Consulting Group
City = City of Corpus Christi
DA = Decker Associates
Department = Department of Aviation
FAA = Federal Aviation Administration
FBO = Fixed Base Operator
RFQ = Request for Qualifications
SASO = Specialized Aviation Service Operator
SOQ = Statement of Qualifications
City of Corpus Christi, Corpus Christi International Airport, Appraisal Services, May 25, 2011 2
Aviation
Management
Consulting
Group
STATEMENT OF QUALIFICATIONS
1. COMPANY
A. Overview
AMCG provides aviation management consulting services to airports, aviation businesses,
and others who have an interest in general aviation (e.g., government entities, industry
suppliers, professional organizations, and aircraft owners and operators) and we specialize
exclusively in the general aviation segment of the industry.
To our knowledge, we are the "only" aviation management consulting firm in the United
States providing a full range of services focused "solely" on the general aviation segment of
the industry.
We are a dynamic consulting firm consisting of a team of highly qualified, experienced,
knowledgeable, and results- oriented professionals working in concert to maintain a
company culture focused on the client.
Having established the standard for aviation management consulting services in the
general aviation segment of the industry, we are the preferred provider of aviation
management consulting services, products, and resources to the general aviation segment
of the industry. Our clients are located throughout the United States and abroad.
With AMCG, you can be assured that you will get straight answers, objective advice,
accurate and timely information, and only the highest quality services, products, and
resources -- results you can count onl
B. Mission
Our mission is to employ our unique expertise in the general aviation segment of the
industry to provide airports, aviation businesses, and others (who have an interest in
general aviation) with the services, products, and resources they need to achieve their
goals and objectives and be successful.
C. Commitments
To achieve our mission, we are fully committed to the following:
➢ Thoroughly understanding the needs and exceeding the expectations of our
clients
9 Keeping our clients fully informed
➢ Providing innovative and creative solutions
➢ Completing all assignments on time and within budget
➢ Delivering high quality products, services, and resources that fully accomplish the
scope of work
➢ Building our clients' trust in us and confidence in our work
9 Maintaining the confidentiality of client information
9 Adhering to high ethical and moral standards
City of Corpus Christi, Corpus Christi International Airport, Appraisal Services, May 25, 2011 3
Aviation
Management
Consulting
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STATEMENT OF QUALIFICATIONS
2. QUALIFICATIONS AND EXPERIENCE
Our project team is comprised of a unique blend of talented and respected general aviation
industry professionals who have strong credentials and proven track records.
We have first hand planning, development, operations, management, marketing, and
customer service experience. We own and operate an aircraft and all of our principals,
consultants, and research/project analysts are pilots. As a result, we are able to utilize our
unique ability to view any project and any issue that may arise during a project from a multi-
dimensional (airport, aviation business, and customer) perspective.
On a combined basis, our principals (Paul Meyers and Jeff Kohlman), consultants, and
research/project analysts have approximately 95 years of aviation, operations,
management, and customer service experience including 40 years of general aviation
management consulting experience encompassing airports, aviation businesses, and
others. Over the years, we have worked on more than 1,000 different assignments
involving more than 500 airport and aviation business locations.
We have excellent working knowledge of the aviation industry (overall) and the general
aviation segment of the industry (in particular). We are intimately familiar with many of the
key federal (and state) regulatory measures pertaining to the planning, development,
operation, management, and funding of airports and aviation businesses.
We have extensive research and analytical capabilities; we have developed and maintain a
proprietary general aviation database and resource library (both are second to none); we
track, monitor, and analyze general aviation data and trends on an ongoing basis; and, we
own, maintain, and operate state -of- the -art computer equipment (hardware and software).
Most importantly, we know how to correctly approach and manage a project and achieve a
successful result.
By way of our firsthand experience operating and managing airports, aviation businesses,
and aircraft and providing consulting services to the owners and operators of airports,
aviation businesses, and aircraft, we have been able to help our clients overcome the
diversified challenges they face. When faced with difficult problems, we have consistently
achieved successful results.
Our clients can attest to our ability to understand and meet project goals and objectives
(i.e., provide services, products, and resources that fully accomplish the scope of work) and
complete projects on time and within budget. We get the job done right the first time.
We are fully committed to achieving these objectives and we are confident that "nobody will
do a better job ".
Based upon our extensive qualifications and experience, intimate working knowledge, and
vast resources (which encompass all facets of the general aviation segment of the
industry), we are uniquely qualified to provide a full range of aviation management
consulting services to the owners and operators of airports, aviation businesses, and
aircraft.
City of Corpus Christi, Corpus Christi International Airport, Appraisal Services, May 25, 2011 4
Aviation
Management
Consulting
Group
STATEMENT OF QUALIFICATIONS 1
3. SERVICES
We specialize exclusively in the general aviation segment of the industry and we focus on
airport, aviation business, and customer matters and issues.
Our team has first hand planning, development, operations, management, marketing, and
customer service experience and intimate working knowledge of the general aviation
industry. We have extensive resources and expertise that encompasses all segments and
facets of the general aviation industry (airport, aviation business, and aircraft).
As such, we are uniquely qualified to provide a full range of aviation management
consulting services to the owners and operators of airports, aviation businesses, and
aircraft.
It is significant to note that we do not try to be something we are not. Rather than pursuing
projects that we "may be able to do, we only pursue projects that we "can" do — we only
pursue projects that align directly with our core competencies (like this project). This is the
only way to ensure that a successful result will be achieved.
To this end, over the last 20 years, members of our team have completed
appraisalslrent studies at approximately 50 airports (approximately 75 projects).
We provide appraisalslrent studies to airports, aviation businesses, financial
institutions, and government agencies.
When it comes to conducting appraisalslrent studies, we have been at the forefront
(on the leading edge) for well over a decade.
As such, appraisalslrent studies continue to be a core service we provide.
A. Airport Owners and Operators
We provide the following services to airport owners and operators:
> Appraisals (in conjunction with Decker Associates — long time teaming partner)
• Fee Simple, Leasehold interest, and Leased Fee
> Rent Studies
9 Fee Studies
9 Primary Guiding Documents
• Leasing /Rents and Fees Policies
• Minimum Standards
• Rules and Regulations
• Development Guidelines
9 Lease /Use /Operating Agreements
9 Strategic and Business Planning
> RFQIRFP Development and Response (Proposal) Evaluation
9. Market Assessments and Feasibility Studies
> Operational and Financial Assessments
• Valuations (Business, Stock, and Asset)
> Due Diligence
9 Land Use, Site Planning, and Facility Programming
➢ Litigation Support and Expert Testimony
City of Corpus Christi, Corpus Christi international Airport, Appraisal Services, May 25, 2011 5
Aviation
Management
Consulting
Group STATEMENT OF QUALIFICATIONS
These services are provided with the goal of:
• Improving tenant and other stakeholder relations
• Enhancing the range, level, and quality of customer products, services, and
facilities
➢ Maximizing efficiency, productivity, and safety
> Increasing operating cash flow
D Attracting and/or retaining quality aviation service providers and customers
If desired, more information on the services we provide to airport owners and operators can
be provided.
B. Aviation Business Owners and Operators
We provide the following services to aviation business owners and operators:
D Appraisals (in conjunction with Decker Associates — long time teaming partner)
• Fee Simple, Leasehold Interest, and Leased Fee
➢ Valuations
• Business, Stock, and Asset
' Acquisition and Divestiture
> Due Diligence
➢ Strategic and Business Planning
> Lease /Use /Operating Agreements
➢ Market Assessments and Feasibility Studies
> RFP Response Development (Proposal and Presentation)
> Operational and Financial Assessments
• Marketing and Business Development
> Site Planning and Facility Programming
> Litigation Support and Expert Testimony
These services are provided with the goal of:
> Enhancing revenues
• Reducing and /or eliminating costs and /or expenses
> Improving the quality and delivery of products, services, and facilities
• Maximizing efficiency, productivity, and safety
> Minimizing risk
D Increasing the value of a business
If desired, more information on the services we provide to aviation business the owners and
operators can be provided.
City of Corpus Christi, Corpus Christi International Airport, Appraisal Services, May 25, 2011 6
siAviation
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STATEMENT OF QUALIFICATIONS
4. CLIENTELE
Our multi - faceted aviation management consulting services are provided throughout the
United States and abroad. Our diverse clientele includes, but is not limited, to the
following:
> Airports ranging from small general aviation airports to large hub primary
commercial service airports
> Fixed base operators ranging from small (single location) independently owned
and operated companies to large (multi -base) international corporations
A Aviation businesses ranging from small flight schools to large charter and aircraft
management companies
> Government entities including federal, state, local (county and city) agencies
➢ Industry suppliers (focusing on the general aviation industry)
• Professional organizations including associations, financial institutions, law firms,
and architectural, engineering, and planning firms
> Aircraft owners and operators ranging from individuals who own/operate single -
engine aircraft to large corporate flight departments who own/operate a fleet of
large turbine - powered aircraft
5. KNOWLEDGE
We have an excellent working knowledge of the aviation industry (overall) and the general
aviation segment of the industry (in particular). We are intimately familiar with key federal
regulatory measures pertaining to the planning, development, operation, management, and
funding of airports and aviation businesses including, but not limited to, the following:
➢ Surplus Property Act of 1944
A Federal Airport Act of 1946
➢ Federal Aviation Act of 1958
A. Civil Rights Act of 1964
A Airport and Airway Development Act of 1970
> Airport & Airway improvement Act of 1982
➢ Wendall H. Ford Aviation investment and Reform Act for the 21st Century (AIR -21)
A Vision 100 — Century of Aviation Reauthorization Act
➢ Advisory Circulars (AC) 150/5190-6, Exclusive Rights at Federally Obligated Airports, January 4,
2007 and 150 - 5190 -7, Minimum Standards for Commercial Aeronautical Activities, August 28,
2006
➢ Order 5190.6B, Airport Compliance Manual, September 30, 2009
➢ Airport (Sponsor) Assurances
We are also familiar with many common state and local regulatory measures.
We track, monitor, and analyze general aviation data and trends on an ongoing basis
including, but not limited to, the following:
» General aviation aircraft production (type, dollars, and units: quarterly)
➢ Active general aviation aircraft (type, use, geographic: annually)
➢ Active general aviation aircraft hours flown (type: annually)
➢ General aviation fuel consumption (fuel type and aircraft type: annually)
➢ Active pilots (category and geographic: annually)
➢ Active pilot demographics (certificate type, gender, and age: annually)
➢ Landing Fields (type and geographic: annually)
➢ Fixed base operators (quantity and geographic dispersion: annually)
City of Corpus Christi, Corpus Christi International Airport, Appraisal Services, May 25, 2011 7
Aviation
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STATEMENT OF QUALIFICATIONS
We track, monitor, and analyze general aviation information published by key government
agencies and industry associations including, but are not limited to, the following:
➢ Federal Aviation Administration
➢ Transportation Security Administration
➢ National Air and Space Administration
➢ General Aviation Manufacturers Association
A American Association of Airport Executives
➢ National Air Transportation Association
➢ National Business Aviation Association
A. Aircraft Owners and Pilots Association
➢ Transportation Research Board (Airport Cooperative Research Program)
A National Transportation Safety Board
We review all of the major national general aviation publications and many regional and
local general aviation publications as well.
We have developed and maintain an extensive proprietary database and resource library
that contains a wide range of information and data on general aviation including, but not
limited to, the following:
A Contact information for airports, FBOs, SASOs, associations, government agencies (and
officials), aircraft manufacturers, industry suppliers, etc.
➢ FAA registered aircraft and aircraft owners
➢ FAA registered pilots and non - pilots (e.g., mechanics, etc.)
➢ FAA Part 141 flight schools
➢ FAA Part 135 charter operators
6. RESOURCES
A. Presentations
The principals of the firm regularly give presentations to (and conduct workshops for)
diverse audiences on a wide variety of general aviation topics for associations,
organizations, and other groups (located throughout the country) who have an interest in
general aviation.
Topics have included:
➢ Appraisals
➢ Rent and Fee Studies
➢ Primary Guiding Documents (i.e., Leasing /Rents and Fees Policies, Minimum Standards, Rules
and Regulations, and Development Guidelines)
➢ Lease /Use /Operating Agreements
➢ Airport (or Sponsor) Assurances
➢ Strategic and Business Planning
➢ Valuations
➢ Due Diligence
9 Acquisition and Divestiture
9 General Aviation State of the Industry, Trends, Issues, and Challenges
9 General Aviation, Airport, FBO, and Customer Issues
A General Aviation, Airport, FBO, and Customer Relationships
Audiences have consisted of:
➢ Airport owners /sponsors (represented by city or town council members, county commissioners,
and authority board members) and operators (represented by management and staff)
➢ Aviation business owners and operators
City of Corpus Christi, Corpus Christi International Airport, Appraisal Services, May 25, 2011 8
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➢ Aviation associations (represented by management and staff)
➢ Government agencies (represented by management and staff)
➢ Chamber of commerce (represented by board members, management, and staff)
D Economic development (represented by board members, management, and staff)
➢ Citizens
➢ Attorneys
D Financial institutions
➢ Other professional firms or consultants
B. Articles
Over the years, the principals of the firm have written articles or they have been interviewed
for articles on a wide variety of general aviation topics and /or issues for industry trade
publications including:
➢ Primary Guiding Documents (Leasing /Rents and Fees Policy, Minimum Standards, and Rules
and Regulations)
9 Lease/Use/Operating Agreements
➢ Request for Qualifications and Request for Proposals
➢
Valuations
D Acquisition and Divestiture
D Business Life Cycles
C. Memberships
AMCG is an active member of, and participates regularly in, the conferences held by
national aviation associations and several regional and state aviation associations.
Some of AMCG's national aviation association memberships include:
9 Aircraft Owners and Pilots Association
➢ American Association of Airport Executives
- Northwest, Southwest, North Central, South Central, Northeast, and Southeast Chapters
➢ National Association of State Aviation Officials
D National Air Transportation Association
D National Business Aviation Association
In addition, the principals of AMCG serve on several aviation association committees
including AAAE's General Aviation Committee and National Air Transportation
Association's Airports Committee.
7. RELATED EXPERIENCE
A. Related Projects
Over the last 20 years, members of our team have completed appraisals /rent studies
at approximately 50 airports (approximately 75 projects).
We provide appraisals /rent studies to airports, aviation businesses, financial
institutions, and government agencies.
When it comes to conducting appraisals /rent studies, we have been at the forefront
(on the leading edge) for well over a decade now.
As such, appraisals /rent studies continue to be a core service we provide.
City of Corpus Christi, Corpus Christi International Airport, Appraisal Services, May 26, 2011
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STATEMENT OF QUALIFICATIONS
A listing of some of the appraisal and/or rent study projects completed (or in progress) by
the project team follows:
➢ Jackson Municipal Airport Authority (Jackson, MS), Jackson -Evers International
Airport and Hawkins Field, numerous Appraisals /Rent Studies at both airports
➢ CalAero (Chino, CA), Chino Airport, Rent Study
➢ Cheyenne Regional Airport Board (Cheyenne, WY), Cheyenne - Regional
Airport/Jerry Olson Field, Rent Study
➢ Andrew Bettis Aviation (Memphis, TN), Memphis International Airport, Appraisal
Review
➢ City of San Antonio (San Antonio, TX), San Antonio International Airport,
Appraisal Reviews
➢ City of Manhattan (Manhattan, KS), Manhattan Regional Airport, Rent Study
➢ Ascend Development (Stewart, NY), Stewart International Airport, Appraisal
➢ Auburn University (Auburn, AL), Auburn University Regional Airport, Rent Study,
2008, Meyers and Benner
➢ Aircraft Owners and Pilots Association (Washington, DC), Oceanside Municipal
Airport, Appraisal and Metropolitan Airports Commission (Minneapolis -St. Paul,
MN) system of general aviation airports (including St. Paul Downtown, Flying
Cloud, Anoka County, Crystal, Lake Elmo, and Airlake Airports), Rent Study
➢ Norfolk Airport Authority (Norfolk, VA), Norfolk International Airport, Rent Study
➢ City of Vancouver (Vancouver, WA), Pearson Field, Appraisal /Rent Study
➢ City of Addison (Addison, TX), Addison Airport, Rent Study
➢ Atlantic Aero (Greensboro, SC), Piedmont -Triad International Airport,
Appraisal /Rent Study
➢ City of Hayward (Hayward, CA), Hayward Executive Airport, Rent Studies
➢ Town of Truckee (Truckee, CA), Truckee -Tahoe Airport, Rent Study
➢ Port of Portland (Portland, OR), Portland International Airport, Portland - Hillsboro
Airport, and Portland - Troutdale Airport, Appraisal /Rent Study
➢ Cobb County (Kennesaw, GA), McCollum Field, Rent Studies
➢ Louisville Regional Airport Authority (Louisville, KY), Bowman Field, Rent Study
➢ Cities of Wheeling and Prospect Heights (Wheeling, IL), Chicago Executive
Airport, Rent Studies
➢ Kent County Department of Aeronautics (Kent County, MI), Gerald R. Ford
International Airport, Appraisal /Rent Study
➢ Lancaster County (Lancaster, SC), McWhirter Field, Rent Study
➢ Byerly Aviation (Peoria, IL), Greater Peoria Regional Airport, Rent Study
City of Corpus Christi, Corpus Christi International Airport, Appraisal Services, May 25, 2011 10
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> Moody Aviation (Elizabethton, TN), Elizabethton Municipal Airport,
Appraisal /Rent Study
> Stevens Aviation (Greenville, SC — Dayton, OH — Lexington, KY -- Nashville, TN,
and Broomfield. /Denver, CO), numerous Appraisals/Rent Studies
Cedar Rapids Airport Commission (Cedar Rapids, IA), Eastern Iowa Airport, Rent
Study
> Chesterfield County (Richmond, VA), Chesterfield County Airport, Rent Study
> City of Lynchburg (Lynchburg, VA), Lynchburg Regional Airport, Rent Study
> Friedman Memorial Airport Authority (Halley, ID), Friedman Memorial Airport,
numerous Appraisals /Rent Studies
➢ Jefferson County (Broomfield, CO), Denver Metropolitan Airport (formerly Jeffco
Airport), numerous Appraisals/Rent Studies
• Charlottesville /Albemarle Airport Authority (Charlottesville, VA),
Charlottesville /Albemarle Airport, Appraisal /Rent Study
> Tri- Cities Regional Airport Authority (Blountville, TN), Tri- Cities Regional Airport,
numerous Appraisals /Rent Studies
> City of Hayward (Hayward, CA), Hayward Air Terminal, Appraisal /Rent Study
> Grannis Field (Fayetteville, NC), Metro Air Center, AppraisallRent Study
> Springfield- Branson Regional Airport (Springfield, MO), Worldwide Aircraft
Services, Appraisal/Rent Study
> Van Nuys Airport (Vari Nuys, CA), Million Air, Appraisal /Rent Study
➢ Palm Springs Airport (Palm Springs, CA), Million Air, Appraisal /Rent Study,
> Memphis International Airport (Memphis, TN), Wilson Air Center, Appraisal /Rent
Study
if desired, more information on these projects can be provided.
B. Related Workshops and Conferences
Airport Sponsor Assurances, Leasino Policies, and Minimum Standards Workshop
For approximately 10 years, the principals of AMCG have conducted the Airport Sponsor
Assurances, Leasing Policies, and Minimum Standards Workshop (also referred to as the
Primary Guiding Documents Workshop) on behalf of the American Association of Airport
Executives (AAAE). Often times, representatives of the FAA (from Washington, DC, FAA
regions, and /or local Airport District Offices) and major aviation industry associations have
participated in this workshop.
This dynamic and highly interactive two -day workshop takes a best practices approach to
the development, implementation, and enforcement of a number of critical guiding
documents including Leasing /Rents and Fees Policies, Minimum Standards, and Rules and
Regulations.
City of Corpus Christi, Corpus Christi International Airport, Appraisal Services, May 25, 2011 11
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STATEMENT OF QUALIFICATIONS
With the Airport (Sponsor or Grant) Assurances and other compliance requirements serving
as a foundation, the workshop thoroughly examines each of these key documents (i.e.,
definition, role /purpose, applicability, audience, and major elements) and delves into the
intricacies, subtleties, and challenges of the development process.
Throughout this workshop, key issues (such as exclusive rights, economic non-
discrimination, self - fueling, through- the -fence activities, independent operators) are
examined, recent case studies are discussed, relevant real world examples are given, and
ample opportunities are provided to interact with industry experts, colleagues, and peers.
By way of this workshop, attendees gain a better (more in depth) understanding of how
these documents are interrelated, why these documents are important, what purpose these
documents serve, and what elements make up each document. This workshop also
examines the many and varied issues and challenges associated with implementing and
enforcing these documents.
General Aviation Issues Conference
Our firm has played an instrumental role (as a marquee sponsor, program /agenda planner,
and session moderator/presenter) in the General Aviation Issues Conference since this
event's inception.
This conference was conceived to address the key issues general aviation is facing (today)
and the key challenges general aviation may face (tomorrow). As such, this conference is
focused exclusively on general aviation issues and challenges — its prevailing theme.
This two-day conference typically begins with a session on the State of the General
Aviation Industry (in which representatives of all the major aviation associations typically
participate) and concludes with a session on Best Practices (in which representatives from
the various segments of the industry — airports, aviation businesses, and consumers —
typically participate). Historically, both of these sessions have been lead by a principal of
our firm.
The General Aviation Issues Conference provides the opportunity to discuss and debate
key issues and challenges, more clearly define industry problems, exchange ideas, and
explore potential solutions. In addition, participants are able to network with prominent
leaders in the general aviation segment of the industry and government officials.
If desired, more information on these events can be provided.
City of Corpus Christi, Corpus Christi International Airport, Appraisal Services, May 25, 2011 12
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8. TEAM (ORGANIZATION, MANAGEMENT, AND MEMBERS)
A. Organizational Chart
Paul Meyers
Principal In Charge
Project Manager
Jeff
Kohlman
Principal
David
Benner
Research /Project
Analyst
Bob Decker
Appraiser
ProfectLead
Mike
Moore
Research/Project
Analyst
Jim
Burbach
Appraiser
B. Project Management
All projects are managed by project managers who are supported by the firm's principals
and staff personnel. Project managers are assigned by matching the scope of work with
the individual's areas of expertise (background, experience, and capabilities). The diverse
background, experience, and capabilities of the firm's principals and staff provides AMCG
with a great degree of flexibility while also providing the client with the assurance that the
right people are assigned to (and will be available to complete) the project.
Project managers develop and maintain the project schedule, assign all tasks, monitor
progress (to ensure that the work plan is being followed, the schedule is being maintained,
and the scope of work is being accomplished), manage all resources, commit additional
staffing and/or resources (as needed), and review all deliverables.
All work products will be developed under the direction and /or supervision of the project
manager and reviewed by a principal of the firm to ensure that the scope of work has been
fully addressed (i.e., that the project objectives have been met) and that the firm's quality
standards (and the client's expectations) have been met. In addition, all costs and
expenses will be reviewed by the project manager and approved by a principal of the firm.
City of Corpus Christi, Corpus Christi International Airport, Appraisal Services, May 25, 2011 13
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STATEMENT OF QUALIFICATIONS
C. Project Team
1. Project Manager and Lead
Paul Meyers (Principal in Charge of Aviation Management Consulting Group) will serve as
project manager and point -of- contact. In addition to reviewing the work product (in
collaboration with the project team), he will oversee, coordinate, and manage all the rent
study - related aspects of the project.
Robert (Bob) Decker (Principal of Decker Associates and MAI) will serve as project lead. In
addition to drafting, revising, and finalizing the work product (in collaboration with the
project team), he will oversee, coordinate, and manage the appraisal- related aspects of the
project.
As indicated in the references provided in this submittal, Paul Meyers and Bob Decker have
extensive experience with projects having the same or similar scope of work (appraisal
and /or rent study). Both individuals have extensive experience organizing and managing
project teams and they have served (and/or are currently serving) as project managers or
leads on a number of projects that had (or have) the same or similar scope of work
(appraisal and /or rent study).
2. Team Members
In addition to Paul and Bob, the project team will be comprised of Jeff Kohlman (Principal,
AMCG), David Benner (Research /Project Analyst, AMCG), Mike Moore (Research /Project
Analyst, AMCG), and Jim Burbach (Appraiser, Burbach & Associates).
Jeff will be available to participate in strategy sessions and /or other related project
functions as well as draft, review, and /or edit work products (or portions thereof). David will
draft, revise, and finalize work products and participate in strategy sessions, field (on -site)
visits, and /or perform other related project functions. In addition, David will be responsible
for the compilation and analysis of information and data (and research functions). Mike will
draft, revise, and finalize work products and participate in strategy sessions, and /or perform
other related project functions. Jim will provide local market expertise including evaluating
local conditions and ascertaining potential impacts on airport property values.
The project team has extensive experience with (and over the years, the project team has
successfully completed a number of) projects that have had the same or similar elements.
The project team is very familiar with Texas market having completed a number of projects
for airports and aviation business clients at airports located throughout the state.
As a result, the project team is ideally suited for this project and the City /Department can
expect that the project team will deliver high quality work products that will serve the
City /Department well (into the future) and that this project will be completed on time and on
budget.
A brief resume for each member of the project team follows.
City of Corpus Christi, Corpus Christi International Airport, Appraisal Services, May 25, 2011 14
13 Aviation
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STATEMENT OF QUALIFICATIONS
Paul A. Meyers
Principal in Charge
Paul is a founding principal of Aviation Management Consulting Group. He has
approximately 30 years of aviation, operations, management, customer service, and
leadership experience.
Paul has an undergraduate degree in business/aviation administration and a certificate in
transportation from California State University at Los Angeles. He is an instrument rated
private pilot and aircraft owner.
Paul's airport and aviation business expertise (and project work and project management
responsibilities) includes, but is not limited to, the following:
9 Appraisals
9 Rent and Fee Studies
9 Primary Guiding Documents (Leasing /Rents and Fees Policy, Minimum Standards, Rules and
Regulations, and Development Guidelines)
➢
Lease/Use/Operating Agreements
➢ Strategic and Business Planning
• RFQ/RFP Development and Response (Proposal) Evaluations
9. Market Assessments and Feasibility Studies
> Operational and Financial Assessments
➢ Valuations
D Acquisition and Divestiture
➢ Due Diligence
➢ Land Use and Site Planning
➢ Facility Programming
➢
RFQ/RFP Response Development (Proposals and Presentations)
9 Marketing and Business Development
9 Litigation Support and Expert Testimony
If desired, more information on Paul's background, qualifications, and experience can be
provided.
Jeff A. Kohlman
Principal
Jeff is a founding principal of Aviation Management Consulting Group. He has
approximately 25 years of general aviation operations, management, and customer service
experience.
Jeff has an undergraduate degree in Aviation Business Administration with an emphasis in
accounting and finance from Embry - Riddle Aeronautical University. Jeff is an instrument
rated private pilot and aircraft owner.
Jeff's airport and aviation business expertise (and project work and project management
responsibilities) includes, but is not limited to, the following:
9 Appraisals
➢ Rent and Fee Studies
➢ Primary Guiding Documents (Leasing/Rents and Fees Policy, Minimum Standards, Rules and
Regulations, and Development Guidelines)
• Lease/Use /Operating Agreements
> Strategic and Business Planning
➢ RF /RFP Development and Response (Proposal) Evaluations
City of Corpus Christi, Corpus Christi International Airport, Appraisal Services, May 25, 2011 15
Aviation
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Group STATEMENT OF QUALIFICATIONS
D Market Assessments and Feasibility Studies
D Operational and Financial Assessments
D Valuations
> Acquisition and Divestiture
> Due Diligence
D Land Use and Site Planning
D Facility Programming
D RFQ/RFP Response Development (Proposals and Presentations)
D Marketing and Business Development
• Litigation Support and Expert Testimony
If desired, more information on Jeff's background, qualifications, and experience can be
provided.
David C. Benner
Research /Project Analyst
David has approximately 10 years of aviation, operations, management, and customer
service experience. David has a Bachelor of Science degree in Business Administration
from Bethel College and a Master of Business Administration degree in Aviation with a
concentration in Airport Management from Embry - Riddle Aeronautical University. He has a
commercial pilot license with instrument and multi - engine ratings and he is a Certified Flight
Instructor.
David's airport and aviation business expertise (and project work and project management
responsibilities) includes, but is not limited to, the following:
> Appraisals
D Rent and Fee Studies
D Primary Guiding Documents (Leasing /Rents and Fees Policy, Minimum Standards, Rules and
Regulations, and Development Guidelines)
D Lease/Use /Operating Agreements
D Strategic and Business Planning
D RFQ/RFP Development and Response (Proposal) Evaluations
D Markel Assessments and Feasibility Studies
D Operational and Financial Assessments
D Valuations
D Due Diligence
D RFQ/RFP Response Development (Proposals)
If desired, more information on David's background, qualifications, and experience can be
provided.
Mike S. Moore
Research /Project Analyst
Mike has approximately 30 years of aviation experience including airport operations, airfield
maintenance, Part 135 commercial and airborne emergency medical operations, business
operations, and customer service, Mike has a Bachelor of Science degree in Aviation
Technology and Airport Management certification from Metropolitan State College of
Denver. He is a Certified Member of American Association of Airport Executives (AAAE),
has a Commercial pilot's license with Instrument - Helicopter ratings, and is a Certified Flight
Instructor with more than 4,000 hours.
City of Corpus Christi, Corpus Christi International Airport, Appraisal Services, May 25, 2011 16
Aviation
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STATEMENT OF QUALIFICATIONS
Mike's airport and aviation business expertise (and project work and project management
responsibilities) includes, but is not limited to, the following:
> Appraisals
➢ Rent Studies
> Primary Guiding Documents (Leasing /Rents and Fees Policy, Minimum Standards, and Rules
and Regulations)
> RFQ /RFP Response Development (Proposals)
If desired, more information on Mike's background, qualifications, and experience can be
provided.
Robert D. Decker, MAI
Principal, Decker Associates (long time teaming partner)
Robert (Bob) Decker (MAI and principal of Decker Associates) has approximately 35 years
of commercial appraisal and consulting experience including a wide variety of aviation
assignments encompassing the valuation of airport land and improvements (both leasehold
interest and [eased fee estate). In addition, Bob has completed a number of rent studies
involving airport (and aviation - related) properties.
Bob has an undergraduate degree in Business Administration from Colorado State
University in Ft. Collins, Colorado. In addition, he has completed the following Appraisal
Institute Courses: Capitalization Theory and Techniques IA and IB, Case Studies in Real
Estate Valuation 11, Investment Analysis VI, and Litigation Valuation, Standards of
Professional Practice and numerous appraisal seminars. Bob is a Certified General
Appraiser in the state of Colorado and has performed appraisal assignments in thirteen
other states.
Bob's airport expertise (and project work and project management responsibilities)
includes, but is not limited to, the following:
➢ Appraisals
➢ Rent Studies
Bob's commercial expertise includes, but is not limited to, the following:
➢ Sale/Purchase
➢ Financing
➢ Estate Tax
9 Strategic and Business Planning
➢ Condemnation
➢ Market Assessments
➢ Feasibility Studies
In addition, Bob has testified in (appeared before) the U.S. Bankruptcy
Courts, and for the State Board of Assessment Appeals.
If desired, more information on Bob's background, qualifications, and
provided.
Court, U.S. District
experience can be
City of Corpus Christi, Corpus Christi international Airport, Appraisal Services, May 25, 2011 17
•
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STATEMENT OF QUALIFICATIONS
Decker Associates
By way of background, Decker Associates specializes in real property appraisal and
consulting services. The firm's projects have involved the following types of real property:
D Land (mixed use planned unit developments or PUDs, right-of-way acquisition,
subdivisions, vacant unplatted, agricultural, and airport)
• Residential (apartment and condominium developments)
> Industrial (storage /distribution warehouses, mini - warehouses, parking garages,
showrooms, manufacturing /engineering, and research /development)
A Office (general and medical office buildings, bank buildings, government
buildings, and airport)
A Retail (regional shopping centers, neighborhood shopping centers, specialty
shopping centers, convenience stores, discount stores, and restaurants)
• Special Purpose (churches, hotels /motels, and airports)
The firm's clientele includes airport owners /operators, fixed base operators /specialized
aviation service businesses, business organizations, governmental entities, banks, savings
and loan institutions, public utilities, public accounting firms, attorneys, estates, trusts,
developers, investors, and individuals.
If desired, more information on Decker Associates can be provided.
James R. Burbach, MAI
President, Burbach & Associates
James (Jim) Burbach (MAI and President of Burbach & Associates) has approximately 35
years of appraisal and consulting experience including: appraisal and investment analysis
of residential PUDs; absorption studies for residential demand projections; pricing
recommendations for proposed office, industrial, and residential PUDs; and, the valuation
of office buildings, multi- family projects, regional malls, hotel /motels, industrial properties,
and major land assemblages.
Jim has an undergraduate degree in Finance from the University of Wisconsin in
Whitewater, Wisconsin and a graduate degree in Real Estate Appraisal and Investment
Analysis from the University of Wisconsin in Madison, Wisconsin. Jim is a Certified
General Appraiser in the state of Texas.
Jim's expertise includes, but is not limited to, the following:
> Sale /Purchase
• Financing
> Estate Tax
• Strategic and Business Planning
➢ Condemnation
> Market Assessments
➢ Feasibility Studies
Litigation Support
In addition, Jim has testified in (appeared before) Federal bankruptcy court and various
county courts in multiple states.
If desired, more information on Jim's background, qualifications, and experience can be
provided.
City of Corpus Christi, Corpus Christi International Airport, Appraisal Services, May 25, 2011 18
Aviation
Management
Consulting
Croup
STATEMENT OF QUALIFICATIONS
Burbach & Associates
By way of background, Burbach & Associates specializes in real property appraisal and
consulting services. The firm's projects have involved the following types of real property:
9 Land (mixed use PUDs, right - of-way acquisition, subdivisions, vacant unpiatted,
and agricultural)
➢ Residential (apartment and condominium developments)
➢ industrial (storage /distribution warehouses, mini - warehouses, parking garages,
showrooms, manufacturing /engineering, and research /development)
➢ Office (general and medical office buildings, bank buildings, and government
buildings)
➢ Retail (regional shopping centers, neighborhood shopping centers, specialty
shopping centers, convenience stores, discount stores and restaurants)
9 Special Purpose (churches, motels, and hotels)
The firm's clientele includes business organizations, governmental entities, banks, savings
and loan institutions, public utilities, public accounting firms, attorneys, estates, trusts,
developers, investors, and individuals.
If desired, more information on Burbach & Associates can be provided.
It is significant to note that Bob Decker has known Jim Burbach for approximately 15 years
and Bob and Jim were partners for 5 years when Jim lived in Denver.
9. REFERENCES
We believe that the achievement of a successful result is the most reliable indicator of our
capabilities and is truly reflective of our commitment to provide only the highest quality
services, products, and resources possible.
Our clients can attest to our ability to understand and meet expectations, deliver products
and services that fully accomplish the scope of work, keep them informed throughout the
project, and complete projects on time and within budget.
The City /Department can be assured that the project team is fully committed to achieving
these objectives.
Within this context, we have provided a selection of client references and project abstracts
in the body of this submittal for the City's /Department's consideration. Additional client
references and project abstracts are available upon request.
As such, the City /Department is encouraged to contact the firm's references to verify past
performance, personal and professional integrity, and commitment to 100% client
satisfaction.
A list of AMCG's references (for related projects) follows:
City of Corpus Christi, Corpus Christi International Airport, Appraisal Services, May 25, 2011 19
Aviation
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STATEMENT OF QUALIFICATIONS
Jackson Municipal Airport Authority
Mr. Dirk B. Vanderleest
Chief Executive Officer
P.O. Box 98109
Jackson, Mississippi 39298 -8109
Phone: (601) 864 -3500 ext. 500
E -Mail: dvanderleest imaa.com
Projects: Appraisals /Rent Studies, Primary Guiding Documents, Strategic /Business Planning/Analysis,
Request for Proposal, and Professional Consulting /Advisory Services
Project Manager: Paul Meyers
Chicago Executive Airport
Mr. Dennis G. Rouleau
Airport Manager
1020 South Plant Road
Wheeling, Illinois 60090
Phone: (847) 537 -2580 ext. 114
E -Mail: drouieau(achiexec.com
Projects: Appraisals /Rent Studies, Primary Guiding Documents, Strategic/Business Planning/Analysis,
Request for Proposal, and Professional Consulting/Advisory Services
Project Manager: Jeff Kohlman
Port of Portland
Mr. Matthew J. Hoffman
Market Development Manager
7000 NE Airport Way
Portland, Oregon 97208
Phone: (503) 460 -4351
E -Mail: matt .hoffman(7portofportland.com
Projects: Appraisal/Rent Study, Primary Guiding Documents, and Professional Consulting /Advisory Services
Project Manager: Paul Meyers
Auburn University
Mr. William Hutto, Jr.
Airport Director
700 Airport Road
Auburn, Alabama 36830
Phone: (334) 844 -4606
E -Mail: huttowt(5 auburn.edu
Projects: Rent Study, Primary Guiding Documents, Strategic /Business Planning /Analysis, and Professional
Consulting /Advisory Services
Project Manager Jeff Kohlman
Norfolk Airport Authority
Mr. Wayne Shank
Executive Director
2200 Norview Avenue
Norfolk, Virginia 23518 -5807
Phone: (757) 851 -3351
E -Mail: wshank& norfoikairport.com
Projects: Rent Study, Strategic Analysis, Market Assessment/Feasibillty Study, Minimum Standards, Request
for Proposal, and Professional Consulting /Advisory Services
Project Manager: Paul Meyers
Additional references can be provided. Also, if desired, the firm will be pleased to provide
additional detail for each of the projects identified.
City of Corpus Christi, Corpus Christi International Airport, Appraisal Services, May 25, 2011 20
ElAviation.
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STATEMENT OF QUALIFICATIONS
A list of DA's references follows:
Mr. Steve Snyder
Senior Vice President
Citywide Banks
6500 E. Hampden Avenue
Denver, Colorado 80224
Phone: (303) 365 -3795
E -Mail: snyderacitywidebanks.com
Projects: Variety of assignments including office, retail, industrial, and special purposes including restaurants
and churches. Purposes were to help facilitate a new loan.
Mr. Mark Figley, MAI
Senior Appraisal Officer
Key Bank
1675 Broadway, Suite 400
Denver, Colorado 80202
Phone: (720) 904 -4408
E -Mail: mark t fielev kevbank.com
Projects: Wide variety of office, retail, and industrial properties of various ages and sizes, both multi- tenant
and single tenant. Special purpose properties including greenhouses and churches. Purposes were for loan
facilitation.
Mr. John York
Appraisal Officer
Key Bank — National Real Estate Group
4910 Tiedeman Road
OH -01 -51 -0636
Brooklyn, Ohio 44144
Phone: (216) 813 -4983
E -Mail: john vork( kevbank.com
Projects: Appraised single tenant offices, retail, and industrial properties mainly older. Special purpose
properties including vet clinics and restaurants. Purposes included acquisitions, disposition, and loan
facilitation.
Mr. John Robbins
Senior Vice President
Colorado Community Banks
20991 E. Smoky Hifi Road
Centennial, Colorado 80015
Phone: (303) 693 -7009
E -Mail: jrobbins. Qi2mMcoloradocommunitvbank .com
Projects: Appraised larger (100,000 to 200,000 square foot) multi - tenant office buildings (mainly newer) to
help facilitate acquisition and renovation.
Mr. John Weston
Weston Enterprises Realty, Inc.
855 S. Newcombe Way
Denver, Colorado 80226
Phone: (303) -985 -8011
E -Mail: johnwestonenterorisesrealtv.com
Projects: Appraised office buildings, industrial properties and churches. The office buildings have ranged from
20,000 to 80,000 square feet while the industrial buildings have ranged from 25,000 to 150,000 square feet_
Purposes were for loan facilitation.
City of Corpus Christi, Corpus Christi International Airport, Appraisal Services, May 25, 2011 21
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Mr. Bruce Diller, MAI
Chief Appraiser
Evangelical Christian Credit Union
955 West imperial Highway
Brea, California 92822
Phone: (714) 671 -5700
E -Mail: bruce.diiier rr eccu.orq
Projects: Appraised existing and proposed churches for this group. One of the unique assignments was the
Colorado Christian University Campus in Lakewood, Colorado that included 24 buildings on 23 acres of land
in an urban setting. Purposes were all for loan facilitation.
Additional references (and additional detail) can be provided for DA. Also, if desired,
references can be provided for Burbach & Associates.
10. PROJECT
A. Background
A brief synopsis of the project background follows:
➢ The Airport is owned by the City and operated by the Department.
> The Airport, which is located 5 miles west of the City (downtown), is classified in
the FAA National Plan of integrated Airport Systems (NPIAS) as a Small Hub
Primary Commercial Service Airport. The Airport is currently served by three
airlines (Southwest, Continental Express, and American Eagle).
> The Airport, which consists of approximately 2,457 acres, has two runways
(Runway 13/31 which is 7,508 feet long and 150 feet wide grooved asphalt in
good condition and Runway 17/35 which is 6,080 feet long and 150 feet wide
grooved asphalt in good condition), an FAA control tower, and is served by
multiple precision and non - precision approaches (ILS, LOC, RNAV -GPS, RNAV-
RNP, VOR, and TACAN).
> There two FBOs (Signature Flight Support and Atlantic Aviation) and one SASO
(Skyview Aviation) located at the Airport.
> The Airport is home to 79 aircraft (36 single- engine, 37 multi- engine, 5 jet, and 1
helicopter) and the Airport hosted approximately 109,830 aircraft operations last
year (4,884 air carrier, 18,979 air taxi, 62,647 military, and 23,320 general
aviation operations).
➢ The City is seeking a highly qualified, experienced, knowledgeable, and
professional firm(s) to provide appraisal and /or rent study services.
City of Corpus Christi, Corpus Christi International Airport, Appraisal Services, May 25, 2011 22
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S. Scope of Work
3. Appraisal — Airport Property
An appraisal is used to determine the market 'value" of a property (land and/or
improvements). Typically, an appraisal is performed when a "value' is required to facilitate
the sale, acquisition, or financing of a property. In some cases, a "value" may be used (or
may be required by a lease, use, or operating agreement) to calculate a rental rate for a
property. As such, we can conduct an appraisal (for the City /Department) to determine the
market "value" of the land and improvements identified in the RR) (hereinafter referred to
as the "subject properties ").
To achieve this objective, we will consider three fundamental approaches to "value": cost,
sales comparison, and income. We will provide an explanation of the benefits, the
detriments (or drawbacks), and/or the limitations of each approach. We will use the
approach(s) that is (are) most appropriate for the subject properties. If an approach is not
used, we will provide an explanation (as to why it was not used).
A discussion of each of the three fundamental approaches to "value" follows:
Cost Approach
This approach considers the current cost of replacing facilities and site improvements Tess
depreciation plus the market "value" of the land (assumed vacant). Since airport-based
properties are typically encumbered by a land lease, leasehold "value" needs to be properly
analyzed.
In addition, when appraising airport -based properties (that are being used for aeronautical
purposes), while surrounding (off - airport) land values may be considered, such values are
not heavily weighted since there are significant differences between off - airport and on-
airport properties and aeronautical and non - aeronautical use.
Sale Comparison
This approach involves direct comparisons of similar properties that have sold in the same
or similar markets. The data from comparable sales is analyzed and adjusted for
differences that are considered significant. The adjusted sales are then weighted to
provide an indication of "value ".
It is important to note that most airport -based businesses occupy leased property and that
the sale of an airport -based business typically reflects the transfer of leasehold interest and
going - concern. Therefore, when valuing such a property, it is difficult to separate (or
allocate) real estate and business "value ". As such, this approach is not typically utilized
when valuing airport-based properties (that are being used for commercial aeronautical
purposes). It can, however, be used when valuing airport -based properties that are being
used for non - commercial aeronautical purposes.
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Income Approach
This approach is based upon an estimate of the property's net income potential. Under the
income approach, market "value" is derived by measuring the present worth of anticipated
future benefits derived from property ownership.
There are two methodologies which are typically utilized to determine market "value" using
the income approach: direct capitalization technique and discounted cash flow.
The direct capitalization approach is most appropriate for airport -based properties. Under
this approach, net income is capitalized at an overall rate of return to arrive at an indication
of market "value ".
To achieve this objective, we analyze rental rates (on a comparable basis) for similar
aeronautical land and improvements at similar or comparable airports (and rental rates at
national and regional airports) to derive an appropriate market based and supported
income stream for each component of the subject properties (i.e., the buildings, hangars,
offices, aprons, parking lots, tiedowns, fuel storage improvements, the undeveloped land
identified in the RFQ). if fees are being charged in lieu of "rent", we take that into account
in our analysis as well.
The selection of comparable airports and the assimilation and analysis of data for similar
land (including, but not limited to, the type, use, and attributes) at those airports is essential
to the appraisal process. We have developed and maintain an extensive database of
airports (and aviation leaseholds) located throughout the United States specifically for this
purpose.
a, Identification and Selection of Comparable Airports (Criteria)
We will consider a number of variables when identifying and selecting comparable airports,
including, but not limited to, the following:
? Infrastructure (number, configuration, and capacity of runways and taxiways)
> Approaches (precision versus non - precision)
> Presence or absence of control tower
> Number and type of aviation businesses located at the airport (Including the number of fuel
providers)
> Amount of land that is available for aviation development (and related land use considerations)
• Type of market
Number and type of airports in the market
• Activity levels (based aircraft, aircraft operations, and fuel volumes).
b. Consideration of Regional and National Airport (Leasehold) Data
As a supplement to the comparable airport data, land values and rental rates being
charged at airports within the FAA Region (in this case, the Southwest Region) as well as
those being charged at airports throughout the United States — as maintained within our
proprietary database — will be considered.
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c. Identification and Selection of Similar Properties (Criteria)
We will consider the following factors when identifying and selecting similar aeronautical
properties at comparable airports including, but not limited to:
9 Use (aeronautical versus non- aercnautical and commercial versus non - commercial)
A Size (usable versus unusable)
➢ Location and (landside and airside) access (to /from the subject properties, infrastructure, and
utilities)
➢ Lease terms and conditions
9 Type, quality, and condition, and functional utility or limitations of land (this includes, but is not
necessarily limited to, any restrictions on the development of the land, the availability of utilities,
and the ability of the land to support the aircraft that normally frequent the subject airport).
Those properties (components) considered most similar to the subject properties
(components) will be used to derive market "value" for the subject properties (components).
Under some circumstances, the land values and rental rates being charged for similar
aeronautical properties at competitive airports may be considered as well (as appropriate).
d. Marketplace Considerations
General market conditions, trends, and demographics will be considered as well (as
appropriate). Other factors such as amenities and proximity (thereto) will be considered as
well (as appropriate).
e. Other Considerations
With exception of those properties that do "not" have access to the airport, we will assume
that the highest and best use of the subject properties is aviation related (aeronautical use),
that the subject properties will continue to be part of an operating airport, and that access to
the infrastructure and amenities of the Airport will continue to be available.
f. Determining Market Value
Based upon an analysis of the data compiled, we will derive the market based and
supported "value" for the subject properties.
A written report (full or summary, as desired by the City /Department) and an electronic
copy (digital version) of the written report will be provided to the City /Department as the
final work product (deliverable).
A budget and schedule have been provided for the full and the summary report.
In a full (or self- contained) report, the physical description and economic characteristics are
more detailed, the description of the information analyzed is more detailed and more
thoroughly explained, the use of the property and market discussions are more thorough
and detailed, the highest and best use is described with more support and rationale
provided, and the analyses and conclusions have more narrative discussion.
In a summary report, the physical description and economic characteristics are
summarized (without the level of detail provided in a full or self contained report), the scope
of work is summarized, and the approaches to "value" and market information are
summarized.
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It is important to note that the type of report has no impact on the analysis and conclusions.
The analysis and conclusions will be the same, but the narrative will be more extensive in
the full or self - contained report and summarized in the summary report.
The appraisal will be performed in accordance with the Uniform Standards of Professional
Appraisal Practice (USPAP) by an MAI appraiser. As indicated in the MAI certificate
provided as part of Attachment A to this submittal, Bob Decker has been an MAI since
1981
We understand that the appraisal will be used to establish market "value" for the subject
properties (by component) and that the intended user of the appraisal will be the
City /Department. As such, in conducting the appraisal, consideration will be given to
applicable parts of the Code of Federal Regulations (CFR) and FAA Order 5190.6B (Airport
Compliance Handbook).
4. Rent Study— Airport Property
The rent study is a streamlined approach that is used to determine market "rent" for airport
properties (land and/or improvements) that are being used for general aviation purposes
without conducting an appraisal.
This approach is consistent with the FAA's policy which gives airport sponsors the flexibility
to establish market "rents" for airport properties (being used for general aviation purposes)
using any reasonable method.
To achieve this objective, we analyze rental rates (on a comparative basis) for similar
aeronautical land and improvements at similar or comparable airports (and rental rates at
national and regional airports) to derive an appropriate market based and supported "rent"
for each component of the subject properties.
With regard to the selection of comparable airports and the assimilation and analysis of
data for similar land and improvements (including, but not limited to, the type of use and
attributes), generally, we will use the same approach which is outlined under A. Appraisal —
Airport Property, under Income Approach (Items a. Identification and Selection of
Comparable Airports (Criteria) through e. Other Considerations).
Based upon an analysis of the data compiled, we will derive a market based and supported
"rent" for each component of the subject properties. A written summary report and an
electronic copy (digital version) of the summary report will be provided to the
City/Department as the final work product.
Unless otherwise noted, market "rents" will be conveyed in the summary report on a "per
square foot per year" and a "triple net" basis for each component of the subject properties.
As part of this process, we will evaluate the recommended market 'rents" for
reasonableness to ensure compliance with federal requirements.
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C. Work Plan (Approach)
To accomplish the scope of work, we envision the following work plan (approach):
1. Compile information, data, and documentation on the community, the marketplace,
the Airport, the operators (FBOs and SASOs), and the tenants (non - commercial)
located at the Airport.
2. Review and analyze the information, data, and documentation providedlobtained
and conduct internal research.
3. Conduct field visit to include a project "kick -off" meeting with Airport management
and a tour of the Airport and the subject properties. While on -site, we will review the
location of the subject properties (and access to them) and work with Airport
management to verify /confirm (as necessary) the type, use, and attributes of the
subject properties.
4. Review and analyze additional information, data, and documentation
provided/obtained and conduct additional research.
5. Develop a profile of the Airport using information /data providedlobtained on the
community, the marketplace, the Airport, the operators, and the tenants located at
the Airport).
6. Identify comparable and competitive airports using the Airport profile.
7. Provide the preliminary list of comparable and competitive airports to Airport
management for review.
S. Identify regional airports.
9. Obtain and/or validate relevant data from comparable, competitive, regional, and
national airports using AMCGs proprietary database, reference library, and/or
directly from the airports identified.
10. Analyze the information /data obtained on a comparative basis.
11. Derive the market value of the subject properties.
12. Develop a draft summary report conveying the market value of the subject
properties.
13. Provide the draft summary report to Airport management for review.
14. Conduct a telephonic working session with Airport management to review the draft
summary report.
15. Finalize the draft summary report.
16. Provide the final summary report to Airport management.
17. Present the final summary report to the City (optional: not included in the budget).
City of Corpus Christi, Corpus Christi International Airport, Appraisal Services, May 25, 2011 27
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D. Budget
The City/Department can be assured that we will provide high quality, comprehensive, and
fully responsive services and work products (deliverables) at a fair price. Within this
context, based upon the scope of work for each option (outlined herein), the work products
(deliverables) for each option (identified herein), our understanding of the current situation,
and our experience with similar projects, it is anticipated that we can complete the project
for the budget conveyed (for each option) in the following table:
Option
. laescrlptiort.. .. ,.
S0 hele10 alto) e )
_ 1
Conduct appraisal and provide a "full" report
$59,500
2
Conduct appraisal and provide a "summary" report
$49,500
3
Conduct a rent study and provide a "summary' report
$39,500
Other
Provide other professional advisory/consulting services (as needed)
Hourly (Fee Schedule)
The budget includes one field visit (2 persons for 2 days each or a maximum of a total of 4
person days on- site). As such, an expense allocation of $2,500 has been included in the
budget to cover incidental (direct project related) expenses. Any expenses incurred by the
project team in excess of this amount (the expense allocation) would be passed through to
the City /Department (at cost without mark -up). In addition, if desired by (at the option of)
the City /Department, we will present the final summary report to the City. The fee and
expenses associated with preparing and making a presentation to the City is not included in
the budget.
Other professional consulting /advisory services would be provided on an as needed basis
in accordance with the firm's hourly fee schedule which currently ranges (and will continue
to be effective through September 30, 2011) from $60 to $260 per hour depending upon
the work being performed and by whom. In addition, database and /or library access and /or
use fees may apply (if required to provide the professional consulting/ advisory services
requested by City /Department).
E. Timing /Schedule
Notwithstanding circumstances beyond our control and based upon our current workload
and known commitments, it is anticipated that we can complete the project in accordance
with the following schedule:
:0001:::1
escrrpti. on. ;.
:
S0 hele10 alto) e )
.. From :
: Ta.
1
Conduct an appraisal and provide a "full" report
12
14
2
Conduct an appraisal and provide a "summary" report
10
12
3
Conduct a rent study and provide a "summary" report
8
10
Other
Provide other professional advisory/consulting services
(as needed)
On -Going (As Needed)
City of Corpus Christi, Corpus Christi International Airport, Appraisal Services, May 25, 2011 28
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With regard to Option 3, it is anticipated that we can:
> Begin the compilation process (Le., provide an information, data, and
documentation request) upon receiving notification to proceed (i.e., a signed
project authorization) from City /Department (say by close of business on June 6,
2011),
• Fully initialize the project within one week of that time (say by close of business
on June 13, 2011),
• Conduct the field visit within one week of that time (say by close of business on
June 20, 2011), and
> Provide the first draft of the deliverable within 6 weeks to 8 weeks of that time
(say by the close of business between August 1, 2011 and August 15, 2011).
Prior to accepting an engagement, our current workload and known commitments are
reviewed and evaluated by the principals of the firm to ensure that the scope of work (and
related work products) can be completed (and delivered) on time. During this review,
priority is given to existing contracts and prior commitments.
F. Other Considerations
The budget (and completion of the scope of work in accordance with the schedule) are
dependent upon the: (1) work plan, (2) the work product (deliverable), (3) the quality,
composition, and timeliness of the information, data, and documentation provided to and/or
obtained by us, (4) the time required to obtain, confirm, and/or verify additional and/or other
information, data, and documentation that may be required to complete the scope of work
and /or prepare the work product (deliverable), (5) the time required by City /Department (or
others) to respond to requests for information, review draft work products (deliverables),
and /or provide comments/input, and (6) the level of cooperation of (exhibited by) the
ownership and /or management of the existing operators, tenants, or other lessees
associated with the subject properties. In addition, the fee and schedule are valid through
June 20, 2011 and subject to change thereafter.
AMCG does not carry Professional Liability insurance as the firm provides "advisory
services" only and this coverage has not been deemed necessary in the past. However, if
this insurance coverage is required by the City /Department, AMCG can obtain this
coverage at an additional cost. DA carries Professional Liability insurance as indicated in
the certificate provided as part of Attachment A to this submittal,
City of Corpus Christi, Corpus Christi International Airport, Appraisal Services, May 25, 2011 29
SUPPLIER NUMBER
TO 13E ASSIGNED BY CITY
City of PURCHASING DIVISION
Corpus
CITY OF CORPUS CHRISTI
DISCLOSURE OF INTEREST
City of Corpus Christi Ordinance 17112, as amended, requires all persons or firms seeking to do business with the
City to provide the following information. Every question must be answered. If the question is not applicable,
answer with "NA ". See reverse side for definitions.
COMPANY NAME: Aviation Management Consulting Group, Inc.
P. O. BOX: NA
STREET: 9085 E. Mineral Circle, Suite 315 CITY: Centennial, Colorado ZIP: 80112
FIRM IS: 1. Corporation (X) 2. Partnership ( ) 3. Sole Owner ( )
4. Association ( ) 5. Other ( )
DISCLOSURE QUESTIONS
If additional space is necessary, please use the reverse side of this page or attach separate sheet.
1. State the names of each "employee" of the City of Corpus Christi having an "ownership interest" constituting
3% or more of the ownership in the above named "firm."
Name: NA Job Title and City Department (if known): NA
2. State the names of each "official" of the City of Corpus Christi having an "ownership interest" constituting 3%
or more of the ownership in the above named "firm."
Name: NA Title: NA
3. State the names of each "board member" of the City of Corpus Christi having an "ownership interest"
constituting 3% or more of the ownership in the above named "firm."
Name: NA Board, Commission, or Committee: NA
4. State the names of each employee or officer of a "consultant" for the City of Corpus Christi who worked on any
matter related to the subject of this contract and has an "ownership interest" constituting 3% or more of the
ownership in the above named "firm."
Consultant: NA
CERTIFICATE
I certify that all information provided is true and correct as of the date of this statement, that I have not
knowingly withheld disclosure of any information requested; and that supplemental statements will be promptly
submitted to the City of Corpus Christi, Texas as changes occur.
Certifying Person: Jeff A. Kohlman Title: Principal
(Type or Fri
Signature of Certifying Persona ate: 7/26/11
Exhibit
DEFINITIONS
a. "Board member." A member of any board, commission, or committee appointed by the City
Council of the City of Corpus Christi, Texas.
b. "Employee." Any person employed by the City of Corpus Christi, Texas either on a full or part -
time basis, but not as an independent contractor.
c. "Firm." Any entity operated for economic gain, whether professional, industrial or commercial, and
whether established to produce or deal with a product or service, including but not limited to, entities
operated in the form of sole proprietorship, as self - employed person, partnership, corporation, joint
stock company, joint venture, receivership or trust, and entities which for purposes of taxation are
treated as non-profit organizations.
d. "Official." The Mayor, members of the City Council, City Manager, Deputy City Manager,
Assistant City Managers, Department and Division Heads, and Municipal Court Judges of the City of
Corpus Christi, Texas.
e. "Ownership Interest." Legal or equitable interest, whether actually or constructively held, in a
firm, including when such interest is held through an agent, trust, estate, or holding entity.
❑Constructively held refers to holdings or control established through voting trusts, proxies, or
special terms of venture or partnership agreements. ❑
f. "Consultant." Any person or firm, such as engineers and architects, hired by the City of Corpus
Christi for the purpose of professional consultation and recommendation.