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HomeMy WebLinkAboutFY21-22-HUSSEY APPRAISAL GROUP HAWAII INC.-48June 30, 2021 County of Hawaii Department of Finance 25 Aupuni Street, Suite 2103 Hilo, HI 96720 HUSSEY APPRAISAL GROUP HAWAII, INC. FKA, LAWRENCE APPRAISAL GROUP HAWAII, INC. �ENT OF FINANCE y 17 FUR\FAUX LN, 5TE. 204 HILO, 111 96720 I TF1.. (608) 935-6081 DATE UVD: L FAX (808) 935.6147 EMAIL: ORDER @ II USSEYGROU 1'11AWAp.CO Nt CV1" li TO, Attention: Deanna Sako, Director of Finance Re: Submission of Professional Qualifications to Provide Professional Services to the County of Hawaii for Fiscal Year 2021-2022. Dear Ms. Sako, Please find attached the information requested for Hussey Appraisal Group, Hawaii Inc. to provide professional services to the County of Hawaii for fiscal year 2021-2022. Hussey Appraisal Group Hawaii, Inc. is currently owned by Alessandra Hussey, wife of former owner and company President, Mr. Stewart Hussey. Currently an MAI and Certified General Appraiser with the State of Hawaii, I am the Vice President and Chief Appraiser for the firm. Other Appraisers with our company are two Certified Residential Appraisers. We also have a single employee, who is our Office Manager. Hussey Appraisal Group has been in business for over 20 years. Our experience includes appraising a wide variety of commercial industrial, residential and agricultural properties. Attached is a list of recent projects and clients contact information. Please let me know if you have any questions or need any additional information. Sincerely, Laura Baurin, MAI, Vice President Certified General Appraiser #798 Juin• 30. 2021 Page 1 List of Relevant Projects and Clients Appraisal of Papaikou Landing. Client: Ms. Charlene Prickett, 808-854-1609. Year Completed: 2021. Appraisal of Diminution of Market Value from Missed Access Easement. Client: First American Title Insurance Oo Mr. Sakae S. Sakai, Claims Counsel. Year Completed: 2021. Appraisal of Large Oceanfront Acreage in connection with County of Hawaii's Acquisition for Open Space and Preservation Purposes. Client: County of Hawaii Finance Department, 808-895-3569. Year Completed: 2020. Appraisal of Impact on a Residential Property from a Proposed Cell Tower. Client: Ms. Danette Martin, Consultant to General Dynamics and Verizon, 808-895-3569. Year Completed: 2018. Appraisal of a 9.933 -Acre Vacant Land Parcel in the CV, Village Commercial District. Client: Mr. Aaron J. Young, Vice President and Chief Appraiser for First Hawaiian Bank, 808-525-8715. Year Completed: 2017. Appraisal of the Pi'ihonua-Kukuau Reservoir and Transmission Improvements. Several Easements Appraisals. Client: Mr. Keith K. Okamoto, P.E., Manager -Chief Engineer with the Department of Water Supply, County of Hawaii. 808-961-8070. Year Completed: 2017. Appraisal of a 42.50 -acre Parcel Improved with a Macadamia Nut Orchard for the Proposed Pahala Wastewater Treatment Plant. Client: Mr. Darryl H. Inaba with the County of Hawaii Finance Department, 808-961-8567. Year Completed: 2017. Appraisal of a 215.35- acre Vacant Parcel in Kapoho. Client: Ms. Maxine Cutler with the County of Hawaii, 808-961-8069. Year Completed: 2017. Appraisal of a Road Widening Strip in Newer Hilo Subdivision. Client: Developer: Mr. Vernon B. Inouye, 808-987-2605. Year Completed: 2017. Appraisal of a 97 -Unit Apartment Building. Client: Ms. Alyce Arata, 808-990-0706. Year Completed: 2017. Appraisal of a Large Industrial Property. Client, Mr. Roy K. Nakamoto with Nakamoto, Okamoto and Yamamoto—Attorneys at Law, 808-961-0641. Year Completed: 2018. Appraisal of Mixed -Use Retail, Warehouse and Residential Property. Client: Mr. Darryl K. Turner, Napa Hawaii, 808-937-7407. Year Completed: 2018. .SUM, 30. 2021 !'uge 3 Appraisal of Access Easement. Client, Ms. Catherine H. Carlson, 808-938-2347. Year Completed: 2016. Appraisal of Proposed Conservation Easement Client: Ms. Janet R. Britt, Acquisition Specialist Hawaii Island Director of Hawaiian Island Land Trust, 808-769-4343. Year Completed: 2016. GREATAmE.RIcAx INSURANCE GROUP 301 E. Fourth Street, Cincinnati, OH 45202 DECLARATIONS for REAL ESTATE APPRAISERS ERRORS & OMISSIONS INSURANCE POLICY THIS IS BOTH A CLAIMS MADE AND REPORTED INSURANCE POLICY. THIS POLICY APPLIES TO THOSE CLAIMS THAT ARE FIRST MADE AGAINST THE INSURED AND REPORTED IN WRITING TO THE COMPANY DURING THE POLICY PERIOD. Insurance is afforded by the company indicated below: (A capital stock corporation) I] Great American Assurance Company Note: The Insurance Company selected above shall herein be referred to as the Company. Policy Number: RAP3665555-21 Renewal of RAP3665555-20 Program Administrator. Herktt H. Landy Insurance Agency Inc. 100 River Ridge Drive, Suite 301 Nonvood, MA 02062 Item 1. Named Insured: Laura Baurin Item 2. Address: 17 Furneaux Ln, Ste 204 City, State, Zip Code: Hilo, HI 96720 Item 3. Policy Period: From 05/08/2021 To 05/08/2022 (Month, Day, Year) (Month, Day, Year) (Both dates at 12;01 a.m. Standard Time at the address of the Named Insured as stated in Item 2.) Item 4. Limits of Liability: A. $ 1,000,000 Damages Limit of Liability —Each Claim B. $ 1,000,000 Claim Expenses Limit of Liability — Each Claim C, $ 2,000,000 Damages Limit of Liability — Policy Aggregate D, S _ 2,000,000 Claim Expenses Limit of Liability — Policy Aggregate Item 5. Deductible (Inclusive of Claim Expenses)-. A. $ 500 Each Claim B, S 1,000 Aggregate Item 6. Premium: $ 917.00 Item 7. Retroactive Date (if applicable): 05/08/2010 Item 8. Forms, Notices and Endorsements attached: D42100 (03115) D42300 HI (05/13) IL7324 (08/12) D42402 (05113) D42408 (05113) D42412 (03/17) D42413 (06/17) � _40, u nr�,.uo.>,J D42414 (08119) Authorized Representative D42101 (03:15) Page 1 of 1 LAURA BAURIN 635 TRUE WIND WAY X1511 REDWOOD CITY, CA 94063 CGA -798 NOTICE THIS POCKET ID CARD IDENTIFIES YOU TO THE PUBLIC AS BEING CURRENTLY LICENSEIIF, AND SHOULD BE KEPT IN YOUR POSSESSION AT ALL TIMES. r— — — — — — — — — — — — — — — — — — — — —�— — — — — — — — — — — — — _. I LICENSE NUMBER EXPIRATION DATE CGA -798 12/31/2021 I $Tall OFMWAS WMTWW OF COFWERCIAND CONSUMERAFFAIRS I CERTIFIED GENERAL APPR1 ISER • I LAURA BAURIN " A I 635 TRUE WINO WAY X051 REDWOOD CITY, CA 9�_sti 31tlj lREOPLICENSEE L— — -- — -- — 17 Furneaux Ln, 4204 Phone: (808) 935-6081 Hilo, HI 96720 Fax: (808) 935-6147 Email: laura laura@husseygrouphawaii.com Laura Baurin, MAI Education Qualifying Appraisal Education: Appraisal Principles. Appraisal Institute (June 2000). Appraisal Procedures-- Appraisal Institute (July 2000). Basic Income- Appraisal Institute (July 2000). National USPAP-15 hours- .-Appraisal Institute (July 2000). General Applications Appraisal Institute (July 2005). Advanced Sales Comparison & Cost Approaches Appraisal Institute (September 2007). Advanced Applications Appraisal Institute (September 2007). General Market Analysis and Highest and Best Use (June 2008). Writing the Narrative Appraisal Report Appraisal Institute (November 2008). Advanced Income Capitalization —Appraisal Institute (February 2009). Business Practices and Ethics ---Appraisal Institute (May 2009). Continuing Education: USPAP (7 -Hour Update�—Appraisal Institute & McKissock Annual update (from 2008 through 2019). General Demonstration Report Writing Appraisal Institute (February 2012). Advanced Income Capitalization. - Appraisal Institute (October 2015). Real Estate Finance Statistics and Valuation Modeling Appraisal Institute (December 2017). Advanced Hotel Appraising Full Service Hotels—McKissock (December 2019). Basic Hotel Appraising—Limited Service Hotels—McKissock (December 2019). The Basics of Expert Witness for Commercial Appraisers (December 2019). Undergraduate Studies: 1995 1999 Principia College Elsah, IL a B.A., Major in Political Science and Minor in Russian Studies. a Graduated with Highest Honors. Prolhessional Qualitirations Member of the Appraisal Institute State of Hawaii Certified General Appraiser, License Number 798. Major Clients Banks: First Hawaiian Bank, CU Hawaii Federal Credit Union, Pacific Rim Bank, Bank of America, East West Bank, Aloha Pacific Federal Credit Union, CUSO of Hawaii Services LLC, HFS Federal Credit Union, etc. Major Clients (Continued) overnment gencies: County of Hawaii—all branches, State of Hawaii Department of Land a Natural Resources—Land Division, State Department of Hawaiian Hon Lands, Hawaii Islands Land Trust. Attorneys: Crudele & De Lima Nakamoto, Okamoto & Yamamoto Ralph D. Black Valta A. Cook Developers: EWM Enterprises, L.P. Aloha Green, L.L.C. McCully Works, Inc. Edmund C. Olson C. Brewer & Co. • Appraisal of Impact on a Residential Property from a Proposed Cell List of Specialty Appraisals Tower. Client: Ms. Danette Martin, Consultant to General Dynamics and Verizon, 808-895-3569. Year Completed: 2018. • Appraisal of a 9.933 -Acre Vacant Land Parcel in the CV, Village Commercial District for Proposed Shopping Center. Client: Mr. Aaron J. Young, Vice President and Chief Appraiser for First Hawaiian Bank, 808-525-8715. Year Completed: 2017. • Appraisal of the Pi'ihonua-Kukuau Reservoir and Transmission Improvements Several Easements Appraisals. Client: Mr. Keith K. Okamoto, P.1=., Manager -Chief Engineer with the Department of Water Supply, County of Hawaii. 808-961-8070. Year Completed: 2017. • Appraisal of a 42.50 -acre Parcel Improved with a Macadamia Nut Orchard for the Proposed Pahala Wastewater Treatment Plant. Client: Mr. Darryl H. Inaba with the County of Hawaii Finance Department, 808- 961-8567. Year Completed: 2017. • Appraisal of a Road Widening Strip in Newer Hilo Subdivision. Client: Developer: Mr. Vernon B. Inouye, 808-987-2605. Year Completed: 2017. • Appraisal of a Large Industrial Property. Client, Mr. Roy K. Nakamoto with Nakamoto, Okamoto and Yamamoto—Attorneys at Law, 808-961- 0641. Year Completed: 2018. • Appraisal of Access Easement. Client, Ms. Catherine H. Carlson, 808- 938-2347. Year Completed: 2016. • Appraisal of Proposed Conservation Easement. Client: Ms. Janet R. Britt, Acquisition Specialist Hawaii Island Director of Hawaiian Island Land Trust, 808-769-4343. Year Completed: 2016. - 2 - Work E)q)erienc.e 003—Present itle: Vice President Hussey Appraisal Group Hawaii, Inc. Hilo, HI • Supervise and train appraiser apprentices associated with Hussey Appraisal Group, Hawaii Inc. • Manage day -today company operations. • General appraisal and consultation experience. • Market rent studies. • Appraisals have been made of the following types of properties: Single-family, multi -family, raw acreage, industrial, retail, office, mixed-use, apartments, subdivisions. Additionally, special purpose appraisals: easements, remnants, encroachments, eminent domain, etc. • Appraisals have been made of the following interests: fee simple, leased fee, leasehold, fractional interests. • Arbitration experience in connection with ground lease renegotiations. • Market area serviced: Hawaii County 2001--2004 The Arens Group, Inc. San Diego, CA Title: Fee Appraiser • Supervised and trained appraiser apprentices. • General appraisal and consultation experience. • Appraisals have been made of the following types of properties: Single-family, multi -family, raw acreage, industrial, retail, office, mixed-use, apartments, subdivisions. Additionally, special purpose appraisals: missed easements, remnants, blocked views, encroachments, eminent domain, etc. • Appraisals have been made of the following interests: fee simple, leased fee, fractional interests. • Market area serviced: San Diego County. -3- GREATAmERICAN INSURANCE GROUP 301 E. Fourth Street, Cincinnati, 01145202 DECLARATIONS for REAL ESTATE APPRAISERS ERRORS & OMISSIONS INSURANCE POLICY THIS IS BOTH A CLAIMS MADE AND REPORTED INSURANCE POLICY. THIS POLICY APPLIES TO THOSE CLAIMS THAT ARE FIRST MADE AGAINST THE INSURED AND REPORTED IN WRITING TO THE COMPANY DURING THE POLICY PERIOD. Insurance is afforded by the company indicated be;ow: (A capital stock ccrrpco-ralion) (] Great American Assurance Company Note The Insurance Company selected above shall herein be referred to ;Ls the Company. Policy Number: RAP3667978-21 Renewal o[: RAP3667978-20 Program Administrator Herbert H. Landy Insurance Agency Inc. 100 River Ridge Drive, Suite 301 Norwood, MA 02062 Item 1 Named Insured: MARTA CAPRONI Item 2. Address: 99-2043 Popohau PI City, State, Zip Code: Volcano, 111 96785 Item 3 Policy Period: From 01/110/2021 To 01/10/2022 (M nth, Day, Year) (Month, Day, Year) (Both dates at 12:01 a.m. Standard Time at the address of the Named Insured as stated to Item 2 ) Item 4. Limits of Liability: A. S 500,000 Damages Limit of Liability Each Claim B. S 500,000 Claim Expenses Limit of Ltability - Each Claim C. S 1,000,000 Damages Limit of Liability — Policy Aggregate D. g 1,000,000 Claim Expenses Limit of Liability - Policy Aggregate Item 5. Deductible (Inclusive of Claim Expenses): A. S 500 Each Claim B. $ 1,000 Aggregate Item 6, Premium: S 688.00 Item 7. Retroactive Date (if applicable): 01/10/2008 Item 8. Forms, Notices and Endorsements attached: D42100 (03115) D42300 HI (05113) E.7324 (08112) D42402 (05113) D42408 (05113) D42412 (03117) D42413 (06117) D42414 (08119) Authorized Representative D42101 (03 15) Pap i Uri A NOTICE TIIIs POCKET' ID CARD IPENTIFIES YOU TO THE PUBLIC AS BEING C'URREyTL•YrZjCE�V5 f AND SHPULD BE KEPT -IN YOUR POSSESSION AT'ALL TIMES. � LICEN$$N4iMBE(t � F%FIRAiI¢NOh7� � "� �� "CRA -859 i2l3it2Q2i ""�•• 1:; ' iu[o pF wawa UlNszn+rNTaf cawertce'+Vn coxarExNrµcL � ` _ I CEPTIR -D RMDENTIAI �1r� 41 :PQ BOX 1149 VoI.G` of Hi 96786 } T �jd1 WgECO ilgEliO!! Professional Qualifications P.O. Box 1149 Volcano, HI 96785 Marta Ca roru Phone: (808) 315-0795 Fax: (808)935-6147 Email: marts@husseygrouphawaii.com State of Hawaii Certified Residential Appraiser, Number 859 Work Experienoe 2001 to Present Hussey Appraisal Group Hawaii, Inc. Hilo, HI FKA, Lawrence Appraisal Group Hawaii, Inc. • Ten yeas of general appraisal and consultation experience as a licensed appraiser since 2008. • Appraisals have been made of the following types of properties: Single-family, multi -family, raw acreage, and easements. • Appraisals have been made of the following interests: fee simple and fractional interests. • Office manager from 2001 to 2005. Duties included assisting clients via phone or email, assigning appraisal orders to approximately 20 appraisers and managing the workflow, packaging appraisal reports, filing, data entry and scanning. 2006 Year Abroad English Language School Giulianova, Italy • Taught private lessons (English grammar and conversation) to children and students in grades one through twelve, university students and business professionals. 2000 Palace Theatre Hilo, HI • Employed by the Palace Theatre to help coordinate theatre shows and concerts, and assisted artists and patrons. Education 2000-2002 • Masters in Education - 1995 -1999 Central Michigan University Extension in Hilo, HI Southern Oregon University Ashland, OR • B.A. in Theatre and Minor in Philosophy. Appraisal Classes Basic Appraisal Principles, Basic Appraisal Procedures, National Uniform Standards of Professional Appraisal Practice, Market Analysis and Highest and Best Use, Appraiser Site Valuation and Cost Approach, Sales Comparison and Income Approaches, Report Writing and Case Studies, Basic Income Capitalization Part A. Interests and Abilities Marathon runner (ran marathons both in the U.S. and abroad, among which were the Chicago, Boston and New York Marathons); bilingual (Italian and English).