Ameritus Appraisal & Consulting Inc.
Ameritus Appraisal & Consulting Inc.
265 Commercial Street S.E.
Suite 270
Salem, OR 97301-3451
ph: (503) 581-1224
fax: (503) 581-1262
lorenwri
Client Bid Page
This page is for customers who wish to submit a bid request electronicaly. Just copy the text below into your word processing program, complete as much as you can and send it by FAX or Email (as an attacherment) at your convenience. We wiil reply quickly with a time and cost bid. Thank you.
APPRAISAL BID REQUEST SHEET
We know it is more work to provide a bid request in writing, and therefore if you need to, you may just provide your contact information, property address, or assessor's account numbers, a brief description of the property and tell us what kind of appraisal you need and when you need it. We will call you with other questions as needed. You may use the brief form on the "Contact Us" page, if you wish.
However, it would be helpful to us if you used the following outline. It looks long at first, but not all the questions will apply to each appraisal. Also, you undoubtedly will not have all the information readily available at this time. Our goal is to foster precise communication to provide you with the quality services and minimize misunderstandings and unmet expectations.
.
INSTRUCTIONS:
Please complete all apllicable information.
Please Mark "Y" for yes and "N" for no.
(Lack of answer also indicates a "no" response)
If a question does not apply to the subject property or if you
don’t know the answer or don't have the information yet,
just leave the space blank.
***All of these questions will not apply to every appraisal.***
This may be FAXED to (503) 581-1262
Or E-mailed to: lorenwright@ameritusappraisal.com
APPRAISAL BID REQUEST SUBMITTED DATE:
CLIENT INFORMATION
From:
1 Your Name
2 Title
3 Company
4 Address
5 Address
6 City
7 State
8 Zip Code
9 Work phone #
10 Extension
11 FAX phone #
12 E-mail address, company
13 Other contact information
SUBJECT INFORMATION
14 Is subject existing or prospective?
15 Property use
(office-retail-multi family-farm-industrial-etc)
16 Specific Use
(professional, medical, R&D, sawmill, etc)
17 Property Name
18 Address
19 Address
20 City
21 County
22 State
23 Zip code
24 Assessor map & tax lots
25 Assessor account numbers
26 Assessed value RMV
27 Total land size (acres or SF)
28 Total improvement size (SF / living units)
29 Number of buildings
30 Number of stories
31 Number of units
32 Approximate year built
33 Owner occupied? (%)
34 % Occupied
35 # of tenants
36 Excess land? (Y/N)
37 Rents at market (Y/N)
38 Include machinery & equipment? describe
39 Include furniture & fixtures? describe
40 Include personal property? describe
41 Special descriptions &
considerations & comments
APPRAISAL SCOPE INFORMATION
42 Does your organization publish your own appraisal requirements?
(Please provide a copy)
43 Transaction amount
44 Purpose of assignment
(i.e. market value, rent survey, feasibility analysis)
45 Use of appraisal report
(i.e. collateral valuation, estate planning,
estate disposition, business planning)
46 Interest to be appraised
(fee simple, leased fee, leasehold)
47a Use typical market value definition?
47b (If no; please provide requested definition)
48 Personal property included?
49 Users of the report other than you, our client
50 Request separate land value
51 Request as-is value
52 Request as-proposed value
53 Request past value
54 Effective date of as-is appraisal
55 Effective date of prospective value
56 Effective date of past value
57 D.O.D. (if for estate)
58 Request sales comparison approach
a Required
b Perform if applicable
59 Request income capitalization approach
a Required
b Perform if applicable
60 Request cost approach
a Required
b Perform if applicable
61 Requested level of market analysis
62 Special valuation / consulting requests
63 Special valuation / consulting issues
REQUESTED REPORT CONTENT AND FORM
64 Restricted use report
65 Summary report
66 Self contained report
67 Requested delivery date
68 Preferred delivery method
69 Is this date flexible or drop dead?
70 Number of copies requested
70a Electronic copy requested
70b Electronic copy required
70c Electronic copy delivered by disk or E-mailed to client?
71 Photographs of comparables requested?
72 Special Information we should include
73 Court testimony required?
AVAILABLE INFORMATION
74 Improvement plans
75 Specifications
76 Aerial photograph
77 Survey
78 Site plan
79 Actual historical cost
80 Contractor's cost estimate
81 Copies of leases and lease extensions
82 Rent roll
83 Three years' income/ expense history
84 Earnest money agreement
85 Previous appraisal of subject
86 Recent appraisal of similar property
87 Level one / level two contamination report
88 Soils report
89 Engineer report
90 Listing packet
91 Comparable sales information
92 Comparable rent information
93 Comparable cost information
94 Preliminary title report
95 Meets and bounds legal description
96 Deed
This form completed by:
(If other than above)
STOP HERE
BID
Based on the above information
Ameritus Appraisal & Consulting Inc.
provides the following bid:
Bid amount
Delivery date
Comments
Signed
title
date
IMPORTANT COMMENTS FOR OUR CLIENT
If the appraiser discovers the subject or scope of the
appraisal is substantially different than as listed above,
or if unforeseen conditions or facts are discovered,
or if the available information as indicated by our client
is not timely in forth coming, the appraiser has the option
of unilaterally canceling the assignment or re-negotiating
the fee and / or delivery time of the report
PLEASE PROVIDE A COPY OF YOUR APPRAISAL REQUIREMENTS
(formerly called supplemental standards)
Note: delivery of your institution's appraisal requiremens subsequent
to this bid could cause re-negotiation of the fee and delivery date.
This bid is good for 5 days. Also, it is based on the work load
in our office at the time of the bid. Although we will make
every effort to meet the delivery date, our work load changes
almost daily so please double check the delivery date
just prior to engagement.
Please call when you are ready for us to start and we will
prepare a engagement letter and FAX it to you for your signature.
Unless other arrangements are made, 50% of the fee is due
upon engagement and 50% is due prior to or simultaneous with
delivery of the report.
Ameritus Appraisal & Consulting Inc. looks forward to providing
you with the highest quality of service with a scope tailored to
your true needs.
INFORMATION REQUEST TO BE ADDRESSED AFTER ENGAGEMENT
Keep this page. This is for your information and use after we have been engaged to perform an appraisal for you.
To assist in the timely completion of the requested appraisals, we would like to request the following information if you have it available. We recognize that you probably will not have everything listed but if you could please FAX to us what you do have available, this will save significant time and help us finish the appraisal more quickly. Please use the below list as a check-list for each appraisal. Copies of this check-list can be sent to the customer representative if needed. A copy of this list may also be retained to expedite future assignments. Thank you for you help.
***Not all items will apply to every appraisal.***
Preliminary title report
A copy of the last tax bill for each tax lot / tax account
A copy of the earnest money agreement if pending sale
Subject sale history for last three years
A copy of all existing leases pertaining to the subject.
The current rent roll including tenant name, SF leased, current monthly amount, lease term, options
Income and expense data for last three to five years.
Projected income expense data
If applicable projected sale price and sales rate / schedule
A schedule of all personal property to be included in appraisal
A copy of the last appraisal of the subject
A contractor's cost estimate if under construction and date to be completed
Actual cost if recently constructed
A copy of the plans is new or prospective
Any available historical costs of other comparable projects
Subject history including construction & remodels dates & costs
marketing brochure if recently offered for sale
Realtor name & contact information if recently marketed (or soon to be marketed)
Subject marketing history
Subject marketing plan
Soils & Contamination studies
Other surveys and studies
Description of any special subject characteristics
Description of any special issues concerning the subject
Information on any comparable leases, sales, projects you want us to consider
On-site person and / or contractor’s name & phone number
Copyright Ameritus Appraisal & Consulting Inc. All rights reserved.
Ameritus Appraisal & Consulting Inc.
265 Commercial Street S.E.
Suite 270
Salem, OR 97301-3451
ph: (503) 581-1224
fax: (503) 581-1262
lorenwri
