AAE Consulting Group aengelhardt@aaeconsultinggroup.com 4815 Brandi Lane, Fredonia, WI 53021 Phone: 414.350.1630
Proposal of Services for:
Inventory and Valuation Services – City of South Miami
Prepared On: July 9th, 2012
Prepared By: Austin Engelhardt, ASA
AAE Consulting Group
aengelhardt@aaeconsultinggroup.com 4815 Brandi Lane, Fredonia, WI 53021 Phone: 414.350.1630
Table of Contents
Title Page ………….…….………………………………………………………………………. i
Table of Contents .…….………………………………………………………………………. ii
Letter of Interest .…….………………………………………………………………………. 1-2
Proposal Checklist …………………………..………………………………………………… 3
Qualifications and Experience ………………………………………….………………… 4-16
Understanding and Approach …………………………………………………………... 4-10
Personnel Resumes …………………………………………………………………………. 11-13
Commission Disclosure …………………………………………………………………….. 14
Contracts Performed ………………………………………………………………….…... 15
References (Clients Served) …………………………………………..…………….….. 16
Attachment 1: Public Entity Crimes and Conflicts of Interest .……………….. 17-19
Attachment 2: Drug Free Workplace ………………….………………………………. 20
Attachment 3: No Conflict of Interest/Non-Collusion ..…………………………. 21-22
Price Proposal Sheet ……………………………………...……………………………. 23
Additional Information ……………………………………….…………………….………. 24-27
Business Liability Insurance ………….…………………….……………..……………. 24
Errors and Omissions Insurance …..………………………………………………….. 25
ASA Accreditation ..…………………………………………………………………………. 26
Equal Opportunity Policy Statement ………………………………………………….. 27
Office of the City Clerk 7/9/2012
City of South Miami 1 of 27
9 July 2012
Office of the City Clerk
City of South Miami
South Miami City Hall
6130 Sunset Drive
South Miami, FL 33143
RE: Letter of Interest - Inventory and Valuation Services
AAE Consulting Group is pleased to submit our proposal for inventory/valuation services and
professional consulting services for the City of South Miami. We value your time and
consideration and look forward to working with you and your staff on this important assignment.
Our experienced and professional project team will deliver a superior product with an emphasis
on accuracy and timely report delivery. By utilizing efficient project plans, the latest technology,
and low overhead costs, we can deliver this product at a more economical fee without sacrificing
quality or customer service. AAE Consulting Group’s dedication to meet each client’s specific
project timeline sets the firm apart from others in the industry. With all accounting projects set
to meet strict deadlines, we will always conduct the inventory and valuation study in accordance
with the City’s fiscal year end and subsequent audit process.
The City of South Miami is seeking to engage a qualified and professional consulting/valuation
firm to provide a detailed asset inventory for aid in asset tracking and financial/insurance
reporting needs. The results will provide you with an accurate and comprehensive database and
easy to read reports to use for the above purposes.
AAE Consulting Group’s professional and qualified project team will provide you with this service
in a seamless and professional manner seldom matched in the industry. Our team will provide a
fully comprehensive inventory with a professional team of individuals fully versed in municipal
sector inventories. By utilizing the most efficient project plan, AAE Consulting Group staff will
conduct the inventory/appraisal with a focus on limiting the interruption of your business
operations. With the flexibility of off-hour and weekend working hours, our staff will perform the
inventory with limited interruption to your very important business operations.
For more information on this and other services offered by AAE Consulting Group, we encourage
you to visit our website at www.aaeconsultinggroup.com. For purposes of this engagement,
Austin Engelhardt, ASA will act as principal and primary contact point throughout the project.
Feel free to contact Mr. Engelhardt with any questions or comments that you may have
pertaining to this proposal. His contact information is as follows:
Mr. Austin Engelhardt, ASA
National Production Manager
4815 Brandi Lane
Fredonia, WI 53021
(P) 414.350.163 / (F) 262.546.0731
aengelhardt@aaeconsultinggroup.com
AAE Consulting Group 4815 Brandi Lane, Fredonia, WI 53021
Phone: 414.350.1630
Fax: 262.546.0731
aengelhardt@aaeconsultinggroup.com
www.aaeconsultinggroup.com
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AAE Consulting Group - 4815 Brandi Lane, Fredonia, WI 53021 - Phone: 414.350.1630
AAE Consulting Group is a unique valuation/appraisal firm specializing in the valuation of
machinery and equipment, infrastructure, buildings, and site improvements. Experienced and
professional staff members are well versed in the various appraisal disciplines to provide accurate
and supportable insurable values for both the public and private sectors across the nation. In
addition, AAE Consulting Group offers inventory and data collection services commonly used in
database creation and management, fixed asset reporting needs, insurance underwriting
processes, loss control exposure determinations, equitable premium determinations, value
segregation, and proof of loss documentation.
AAE Consulting Group staff has performed numerous municipal sector appraisals across the
nation ranging from small cities/towns to county-wide property appraisal services. Over the past
5 years, AAE Consulting Group has performed over 300 municipal appraisals including city,
county, and state properties. Our appraisal staff is fully versed in the various types of municipal
properties including but not limited to public utility properties (power generation and transmission
properties, water treatment, wastewater treatment, pump stations), public service properties (fire
stations, police stations, 911 communication, correctional facilities), administrative properties
(office buildings, city halls, courthouses), and municipal support services (municipal airports,
parking garages, transportation authorities, public works properties).
AAE Consulting Group exhibits the ability to provide cost effective and fully customizable services
to meet the unique needs of each individual client. With the ability to staff and execute large
projects with strict deadlines, we exhibit a small firm feel with the ability to conform to various
project scopes in conjunction with short turn around times. At a time where budget concerns
are and ever-pressing reality, entities need to be more cost conscious than ever before. AAE
Consulting Group prides itself on giving each of its clients the “most bang for their consulting
buck”. With a streamlined management team and experienced and reliable staff, we are able to
reduce overhead and offer a superior product at an almost always discounted fee.
Unlike some of the larger firms in the industry, AAE Consulting Group has the unique ability to
fully customize its services to meet the ever-changing needs of each client. Veering away from
staffing projects with low-paid and inexperienced staff, we stress professionalism and training.
To reduce costs and streamline fee requirements, we opt for reducing overhead and travel
expenses versus employing less qualified (lower paid) staff. This fact, coupled with unparalleled
customer service, makes AAE Consulting Group a pioneer in the inventory/valuation industry.
Sincerely,
AAE Consulting Group
Austin Engelhardt, ASA
National Production Manager
17
PROPOSAL SUBMITTAL FORM
Inventory and Valuation Services RFP
This checklist indicates the forms and documents required to be submitted for this Request for Proposal
(RFP) to be presented by the deadline set for within the RFP. Please check off and submit documents in
the order listed below. Fulfillment of all proposal requirements listed is mandatory for consideration of
proposals. The proposal shall include the following items:
Attachments:
Bidder Qualification Statement
Non-Collusion Affidavit
Public Entity Crimes and Conflicts of Interest
Drug Free Workplace
Acknowledgement of Conformance with OSHA Standards
List of Proposed Subcontractors and Principal Suppliers
Indemnification and Insurance Documents
Price Proposal Sheet
Submit this checklist along with your proposal indicating the completion
and submission of each required forms and/or documents.
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Qualifications and Experience
The scope of the services to be executed is to provide the City with asset tracking information,
accounting valuation and reporting, as well as insurable valuation to address the following:
Property Cost Accounting Reporting: Data collection for use in report preparation
and to be utilized by the City’s fixed asset accounting reporting requirements in
accordance with GASB 34 requirements.
Insurance Value Reporting: Data collection for use in report preparation and
database formatting to be utilized by the City’s insurance reporting requirements and
proof of loss documentation.
Asset Tracking: Data collection for use in report preparation and database formatting
to be utilized by the City’s need for tracking assets by location and accounting class.
Asset Grouping: Additional data field determination/collection will assist the City in
grouping like assets for additional sorting for purposes of depreciation. Numeric
assignment will group like assets by asset class and useful life.
Asset categories to be included in the scope of this project include but are not limited to:
Computer and network equipment, fitness equipment, audio visual equipment, kitchen
equipment, public works equipment, site improvements, building improvements, vehicles,
infrastructure, and land.
Assets generally excluded from projects with similar scopes include: Consumable Supplies,
Records, Spare Parts, Fine Arts, Third Party Property, and Landscaping.
Locations to be Included in Study
This project will consist of approximately 27 buildings and various parks spread
throughout the City. A total of approximately 230,000 square feet will be inspected
during the course of the project. These figures were taken from the previous year’s
inventory report (Exhibit 2 in RFP).
AAE Consulting Group reserves the right to adjust the proposed fee for additional properties
added to the engagement or significant changes to the square footages used to develop the fee.
Asset categories to be included in the scope of this project include but are not limited to any
asset whose unit cost (including freight and installation) exceeds the $5,000 threshold and
various other asset genres which are considered unique in nature due to various recordkeeping
and reporting requirements.
All technology used for the inventory will be supplied by the vendor at no additional cost to the
City. However, the City will be responsible for supplying all asset bar code tags at no additional
cost to the vendor. In most cases, for consistency of tag type, the tags will be supplied at the
onset of the project. If the City requests printing and supply of asset tags, AAE Consulting Group
will supply the tags at an additional fee.
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Approaches to Value
As Replacement Cost (insurance purposes) conclusions are one of the intents of the appraisal,
the cost approach will be used most effectively. The other approaches to value were considered
but not implemented due to the fact that these approaches are most commonly used to develop
some form of fair market value. As stated under USPAP Standards Rule 7.4, the appraiser has
considered each approach to value and decided which were applicable to the situation.
Income Approach: Defined as the present value of future economic benefits of
owning the property. Due to the nature and scope of the project, this approach was
considered but not implemented. As defined in the intended use of this report, the
income approach was not deemed as an acceptable means to derive at replacement
cost. In addition, isolated income from a specific piece of equipment was impractical to
develop.
Market Approach: Defined as adjusting the prices that have been paid for assets
comparable to the asset being appraised, equating the comparables to the subject. This
approach was used in some instances throughout the study (see “standard costing”
below).
Cost Approach: Defined as starting with the current replacement cost new of the
subject and deducting for the loss in valued caused by physical deterioration, functional
obsolescence, and economic obsolescence. This approach was the primary approach
used in the study (see “normal costing” below).
Costing
While establishing historic costs, AAE Consulting Group utilized different types of costing
methodologies. The methods used include:
Direct Costing: Assigning the original cost of an asset based on actual cost
records/invoices/documents. This process was completed by researching client purchase
orders and capital project info and eventually matched to the collected to the inventoried
data. Inflation factors will be applied to these original costs to derive at replacement
cost. This approach is common for the more material and more recently acquired
assets.
Standard Costing: Estimating the original cost of an asset based on a known average
cost for a like asset with the same or similar acquisition dates. The asset’s date of
acquisition is estimated based on observed condition; manufacturer, model, and serial
number information; and other observed factors. This costing method utilizes
proprietary databases of historic costs from previous research and historic purchase
orders with adjustments made for changes in date of acquisition.
Normal Costing: Whereas the preceding costing methods cannot be utilized to derive
at accurate original/historic cost estimates, AAE Consulting Group will estimate the cost
based on present-day replacement cost indexed by a factor representative of the cost
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increase/decrease back to the estimated or actual date of acquisition. The replacement
costs will have been derived from various methods including but not limited to current
manufacturer pricelists, proprietary equipment databases, engineering manuals, internet
research, and direct contact with manufacturers and distributors.
Note: When readily available, our staff will utilize existing (direct) cost methods to
determine original cost and acquisition date information. However, our base services do
not include a detailed, line by line reconciliation of the inventory database to the City’s
cost records.
Replacement Cost can be described as the cost to construct or replace an item of equal quality
and utility. Modern materials and manufacturing/construction methods will be used in the
replacement of an item. Replacement Cost does not take into consideration improvements
necessary to conform to changes in building codes, demolition, debris removal, site accessibility
or site work, reuse of building components or services, overtime, bonuses for labor, soft costs,
extraordinary fees, premiums for materials, or other contingencies. For insurance purposes, the
prices used for labor, materials, overhead, profit and fees are those in effect as of the date of
the valuation.
Exclusion Amount is defined as a provision in an insurance contract that describes property or
portions of property that are not covered within the aforementioned contract.
Project Execution
AAE Consulting Group’s proven track record of successful project completion hinges on a
properly managed and executed project plan from pre-project preparation to the final stages of
project execution and report delivery. When our serviced are engaged, we will utilize the
following approach to ensure project accuracy and ultimate client satisfaction.
Project Preparation
Prior to commencing the on-site study, the project manager will review and confirm the scope
with City staff. Working hours, property access, and a project timeline will be discussed and
established to ensure efficiency during the site visits. Request of any City specific coding
structures to be implemented will be provided and incorporated into the inventory methodology
(ie. location, department, fund, etc.). Detailed interior building layout maps (when available) will
be utilized to insure complete and comprehensive “wall to wall” inventory. In addition, any
necessary City supplied information will be collected and analyzed prior to arrival on site.
Also, project specific photo identification badges will be supplied by AAE Consulting Group to all
staff to ensure safety for all City staff and the general public during the on-site study.
On-Site Project Execution/Inventory
The project will commence with comprehensive meeting to review the scope of the project as
well as the project flow in detail. Project timelines from start to final project completion will be
established. Any access issues will be rectified with proper scheduling to ensure efficiency
throughout the project. Once site specific personnel have been established and notification has
been sent regarding the engagement, AAE Consulting Group staff will conduct the physical
inspection. Total comprehensive (“wall to wall”) inventory will be done on a room-by-room basis.
Pertinent asset information will be collected including, but not limited to: Asset Tag Number,
Description, Manufacturer, Model, Asset Class (if desired), and Serial Number (if readily
available). Locational information will also be collected including, but not limited to: Site,
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Building, Floor, and Room. Finally, organizational information will be collected including, but not
limited to: Activity, Department, Account, and Fund. We will use the asset specific
methodologies detailed below.
Buildings: Building structures will be included in the scope of this project. The City will
be required to provide a detailed list of buildings and original cost supplied for
depreciation purposes. Additional property appraisal services (insurance purposes) will
be conducted in conjunction with the accounting study for purposes of providing
accurate insurance to value figures for the City.
Property In The Open: Property in the Open (site improvements) will be included in
the scope of this project. The City will be required to provide a detailed list of site
improvements (fencing, lighting, paving, etc.) and original cost supplied for depreciation
purposes. Additional property appraisal services (insurance purposes) will be conducted
in conjunction with the accounting study for purposes of providing accurate insurance to
value figures for the City.
Capitalized Building Improvements: The City will be required to provide a detailed
list which will be formatted, priced, and added to the master database. These items
include, but are not limited to: building additions, roof replacement, window
replacement, and mechanical system modifications. Detailed information pertaining to
these assets will be requested for accurate and supportable valuation.
Furniture: Any asset falling over the valuation threshold will be itemized, inspected,
and analyzed for valuation purposes. All assets falling under the threshold will be
grouped and valued as aggregate per the guidance of the City for insurance purposes.
Machinery and Equipment: These assets will be inventoried and analyzed using AAE
Consulting Group’s proprietary software and data formatting tools to ensure uniform and
accurate reporting. Any asset falling over the valuation threshold will be itemized,
inspected, and analyzed for valuation purposes. All assets falling under the threshold
will be grouped and valued as aggregate for insurance purposes.
Critical Tracking Assets: Any asset deemed a “critical asset” will be
inventoried and valued individually for specific reporting and proof of loss
documentation. These items include, but are not limited to, computers, audio
visual equipment, and business machines. All assets deemed a “critical asset”
will be itemized with a valuation threshold of $1000 and above.
Rolling Stock: Due to the mobility of this asset type, the City will be required to
provide a detailed list which will be formatted, priced, and added to the master
database. These items include, but are not limited to: lawn equipment, unlicensed
trailers, utility vehicles, and construction equipment. Detailed information pertaining to
these assets will be requested for accurate and supportable valuation. Verification of
this list will be conducted on a spot check basis utilizing an afterhours schedule whereas
the equipment is centrally located (usually at the Public Works facility).
Vehicles: Due to the mobility of this asset type, the City will be required to provide a
detailed itemized list which will be formatted, priced, and added to the master database.
These items include, but are not limited to: buses, passenger vans, cars, and utility
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vehicles. Detailed information pertaining to these assets will be requested for accurate
and supportable valuation. Verification of this list will be conducted on a spot check
basis utilizing an afterhours schedule whereas the equipment is centrally located (usually
at the Public Works facility).
Land: Cost for land acquisition will be incorporated based on information provided by
the City and/or previous inventory studies. This information should include parcel
number, ownership information, legal description, parcel size, original cost, and
acquisition date. In the event that the City is unable to provide this information,
additional land research options can be considered for an additional fee.
Infrastructure: Due to the difficult nature of the inventory process with respect to
infrastructure assets, costs will be developed based on information provided by the City
and/or previous inventory studies. This information should include size, width, material,
and estimated construction date. In the event that the City is unable to provide this
information, additional infrastructure data collection methods can be considered for an
additional fee. Utilization of mapping software (GIS systems) and/or hard copy drawings
can also be utilized when available.
Any assets which may not have been recorded by the City since its previous inventory will be
treated as a “new” asset with respect to the information collected. Barcode tags will be placed
consistently and all pertinent information will be collected as outlined above. A separate report
showing these “additions” will be supplied with the final report deliverables. Conversely, any
asset that is not able to be confirmed with the current inventory list will be treated as a “retired”
asset. A separate report outlining these assets will be included as well.
Post Inventory Processing/Valuation
After the physical on-site re-inventory has been completed, AAE Consulting Group staff will
compile a master database. A structured review will cleanse the database with attention to
consistency, spelling, and code structure cleanup. Various sorting functions will increase
accuracy and consistency for like assets and pricing will be reviewed for consistency as well.
A proprietary data-match function will then be conducted to find inconsistencies from the
inventory database and the historic client database. This function will match first by barcode tag
number and then by serial number to find and produce direct match results. All potential non-
matched results will undertake a secondary match function. All potential adds and deletions will
then be reviewed and cross-referenced with the historic database by location and/or serial
number. The final product of the data-match will produce three data sets: master adds; master
deletions (not founds); and direct matches. These data sets will be reviewed with the client and
final determinations will be made. Assumptions (based on model and location data) will be
determined and reviewed with the City for acceptance.
Finally, a master database will be created and all deletions (not founds) will be eliminated from
the master database and all added assets will remain. The final data set will be used in creation
of the final reports for the City’s accounting and insurance reporting requirements.
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Deliverables and Timing
Reports will be issued in a format that is customized to the City’s individual need as outlined in
the scope of the project. Summary reports will be submitted in hard-copy with the subsequent
detail reports submitted electronically. Complete reports (summary and detail) will be issued in
electronic format (CD-ROM) and the project database in Excel format. The following
components will comprise the final deliverables.
Narrative Certificate Letter (signed by an Accredited Senior Appraiser)
Accounting Summary Report
Accounting Detail Report
Insurance Summary Report
Insurance Detail Report
Complete Asset Database (Excel format)
All AAE Consulting Group reports strictly adhere to the requirements set forth by the Uniform
Standards of Professional Appraisal Practice (USPAP). Electronic databases will be provided in
standard AAE Consulting Group formats with customizable data file formats and file types
available for development using our standard hourly rates for processing services.
Timely completion of this important project is paramount to its success. AAE Consulting
Group prides itself in prompt scheduling and quick turn-around times. Reports will be
issued within six weeks form the project start date. Final delivery date will be set no
later than December 15th of each fiscal year.
General Observances
To the extent of the information provided to AAE Consulting Group concerning the properties
and/or assets to be inventoried and appraised, access to all information should be made
available to our staff. This information may include current asset listings, financial statements,
previous auditor findings/comments, and any other project-relevant information. As outlined
above, certain asset classes will require City aid in compiling an accurate listing to be added to
the master database. AAE Consulting Group will work will City staff in obtaining (and creating
when necessary) these asset listings and verify the accuracy during the on-site re-inventory
study.
Information relevant to the estimated number of assets, number of buildings, and square
footage of the buildings has been provided to AAE Consulting Group prior to submittal of this
proposal. This information has been critical in the project timeline, staffing requirements, and
ultimately development of our fees. In the event that the supplied information changes
considerably, AAE Consulting Group reserves the right to revise the submitted fee. When
significant, additional fees for such changes will be mutually agreed upon prior to the completion
of the engagement and final report delivery.
AAE Consulting Group will maintain and house copies of our project backup and field notes, all
relative correspondence, and the final reports and database(s) for a period not less than five
years after preparation or at lease two years after final disposition of any judicial proceeding in
which the appraiser provided testimony related to the assignment, whichever period expires last.
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This policy is outlined in accordance with the American Society of Appraisers and the Uniform
Standards of Professional Appraisal Practice (USPAP).
Once our reports have been delivered, AAE Consulting Group will provide advisory services to the
City, auditor, and/or other outside consultants via teleconference at no additional charge to the
City, regarding the procedures and methodologies used in delivering our final conclusions.
The use of subcontractors in addition to AAE Consulting Staff may be required based solely on
the staffing requirements set forth by the City. A subcontractor’s role will be limited to on-site
data collection only. Data handling and valuation will be performed only by AAE Consulting
Group staff. All subcontractors are required to adhere to the strict standards of professionalism
exercised at AAE Consulting Group.
Professional Consulting Fees
The following professional fees are shown below for the services outlined in this proposal. The
figures (unless otherwise noted) are flat and include all travel and out-of-pocket expenses
necessary to execute the engagement. The billing schedule is as follows: 25% at project
acceptance, 50% at completion of field study, and 25% at delivery of final reports.
The fee proposed in this engagement shall be valid and irrevocable for 90 days following the
closing date of the RFP (July 11, 2012). Invoices shall be payable upon receipt. AAE Consulting
Group reserves the right to charge interest, calculated at 2% per month, for payments exceeding
the 30 day upon receipt (terms) of the invoice.
Adequate working capital and financial resources are available to cover any incurred expenses
associated with executing this engagement. Payment of subcontractors (when applicable) is
assumed timely and agreements between AAE Consulting Group and its selected contractors are
kept on file and available upon request. Any additional financial information required can be
requested on a case by case basis. Since AAE Consulting Group is not currently a publicly traded
entity, certain financial information requests may not be fulfilled.
We appreciate your interest and look forward to working with you on this important project. If
you have any questions or concerns or would like any clarification on the above proposal, do not
hesitate to call me at 414.350.1630 or email me at aengelhardt@aaeconsultinggroup.com.
Sincerely,
AAE Consulting Group
Austin Engelhardt, ASA
National Production Manager
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Personnel Resumes
To adhere to the project schedule outlined above, AAE Consulting Group reserves the right to
add or subtract personnel to the project to ensure successful completion. Our experience in the
past shows that by limiting the number of appraisers designated to a specific project, consistency
and accuracy in data collection and valuation increases. We anticipate a project team of three to
four individuals that will be assigned to this project from start to finish. Contrary to some of the
larger firms in the industry, AAE Consulting does not employ strictly field staff and valuation
staff. Each appraiser employed is responsible for the successful completion of the project from
start to finish. This also makes it more convenient for the client to get any questions answered
as the question will not have to travel through multiple channels. By properly scheduling and
implementing a strict project timeline, AAE Consulting Group will never backload projects by
adding additional staff to simply “get the job done” as the deadline approaches.
Upon award of this contract, Austin A. Engelhardt, ASA will be assigned the duty of principal and
manager of the project as a whole with full responsibility for its successful execution and
completion. Mr. Engelhardt will spearhead the effort by coordinating the initial meetings and
oversight of the entire project from start to finish.
Dependant on the availability and evaluation of subsequent data provided by the City, Conrad
Stauffer, ASA/BCE will accept the duties of field supervisor and be responsible for oversight of
the inspection and valuation phases of the project. In the event of a three man assignment, Mr.
Engelhardt will accept the duty of field supervisor in addition to that of principal.
Josh Mikels and Peter Wilke will be acting as staff appraisers upon award of this
assignment. Their duties will include conducting the on-site data collection procedures,
analysis, and valuation. Mr. Mikels and Mr. Wilke’s expertise with municipal type projects
make them critical assets to the project team.
Mr. Austin Engelhardt, ASA
Austin A. Engelhardt, ASA is current acting owner and national production manager for AAE
Consulting Group. With over 12 years of experience in the inventory and valuation field, Austin
has the expertise to manage and perform projects with the goal of client satisfaction and
understanding in mind. He is fully versed in various types and sizes of inventory/valuation and
reconciliation projects in the governmental, risk pool, and education sectors including but not
limited to: City/County valuations, churches, school districts, industrial plants, infrastructure
valuations, capital asset valuations, physical inventories, and various building valuation projects.
His specialized studies in the governmental genre aided in the client’s property record
reconciliation and accurate database creation.
Mr. Engelhardt’s credentials and background in engineering provide him with the technical
expertise for specialization in cost segregation studies, building system valuations, public utility
valuations, and plan research. His more specialized religious entity investigations have been
used by clients to gain accurate 3rd party valuations for various insurance reporting
requirements including pipe organ, stained glass, carillon, and other built-in equipment
valuations.
Prior to co-starting AAE Consulting Group, Mr. Engelhardt acted as Manager in the Northern
Division of CBIZ Valuation Group. Prior to joining CBIZ Valuation Group, Mr. Engelhardt co-
founded Applied Inventory and Valuation Incorporated (AIV) and served as National Production
Manager. His responsibilities included project management and processing, report preparation,
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staff training, software development, staff scheduling, and project budgeting. Prior to AIV, he
served as an intern for Maximus’ Asset Management Division and assisted senior staff members
in various inventory and valuation projects.
Mr. Engelhardt was designated as an Accredited Senior Appraiser (ASA) by the American Society
of Appraisers in the Machinery and Technical Specialties (certificate # 103199). This designation
is considered the highest appraisal designation attainable from the Society.
Mr. Engelhardt earned his Bachelor of Science degree with a concentration in Architectural
Engineering from the Milwaukee School of Engineering in Milwaukee, WI. He is currently an
active member of ASA (American Society of Appraisers) as well as ASHRAE (American Society of
Heating, Refrigeration, and Air Conditioning Engineers), and AIC (American Institute of
Constructors).
Mr. Conrad Stauffer, ASA/BCE
Conrad A. Stauffer maintains 35 years of experience in the construction/appraisal and
inventory/valuation fields. He is experienced in a wide spectrum of appraisal and valuation
disciplines ranging from the religious sector to various types of governmental entities. In his
current position, Mr. Stauffer has the responsibilities of on-site management, coordinating,
scheduling and client handling. His track record of successful projects makes him a critical asset
to each project in which he participates.
Mr. Stauffer’s credentials and background in engineering provide him with the technical expertise
for specialization in cost segregation studies, building system valuations, public utility valuations
and plan research. His experience in the manual and automated computer cost estimating tools
proves critical to the efficiency that is displayed in the projects that he undertakes.
Prior to his current position, Mr. Stauffer acted as Senior Valuation Consultant at Suncorp
Valuations, Inc. His responsibilities included project management and processing, report
preparation, staff training, staff scheduling, and project budgeting. Prior to Suncorp, he served
as Senior Appraiser at Industrial Appraisal Company for almost 20 years.
Mr. Stauffer was designated as an Accredited Senior Appraiser (ASA) by the American Society of
Appraisers in the Machinery and Technical Specialties. This designation is considered the highest
appraisal designation attainable from the Society. He is currently acting Vice President of this
Society in the Southern NJ Chapter.
Mr. Stauffer earned his Bachelor of Science degree with a concentration in Civil Engineering from
the Vanderbilt University in Nashville, TN. His completion of Machinery & Equipment Course
101-102 conducted by the ASA International in 2008 add to his long list of credentials.
Mr. Josh Mikels, PE
Joshua R Mikels, PE is current acting Senior Associate at AAE Consulting Group with duties
including project management, staff scheduling, complete valuation, and fieldwork maintenance.
With over 10 years of experience in the building engineering and construction industry, Josh has
a thorough understanding of building and infrastructure pricing, equipment, materials, and
construction.
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AAE Consulting Group - 4815 Brandi Lane, Fredonia, WI 53021 - Phone: 414.350.1630
Mr. Mikels’ credentials and background in engineering and project management provide him with
the technical expertise for specializing in cost segregation studies, building system valuations,
public utility valuations and plan research. His ability to organize and lead project teams,
accurately and efficiently complete project tasks per client requirements, and accurately assess
building systems is critical to the success of the projects that he is involved with.
Prior to his current position at AAE Consulting Group, Mr. Mikels acted as a project manager and
design engineer for Exp’s (formerly X-nth, Inc) Building Group. Exp provides professional,
technical and strategic services to the world's built and natural environments. As a part of the
Building Group, Mr. Mikels’ responsibilities included project management and coordination,
building cost valuation, building surveys and evaluation, building system design and engineering,
equipment testing and commissioning, scheduling, and construction administration services. Mr.
Mikels has provided his services and expertise in various U.S. and international building markets
including healthcare, education, hospitality, mission critical, entertainment, government, and
commercial. Prior to Exp, Mr. Mikels served as an estimator and assistant project manager at
Pieper Electric in Milwaukee, WI.
Mr. Mikels is a professionally licensed engineer by the Florida Board of Professional Engineers
(license #74045). This license is testament to the fact that Mr. Mikels has obtained a high level
of knowledge and experience within the architectural engineering discipline.
Mr. Mikels earned his Bachelor of Science in Architectural Engineering with a dual specialty in
Building Electrical Systems and Building Mechanical Systems from the Milwaukee School of
Engineering in Milwaukee, WI.
Mr. Peter Wilke
Peter H. Wilke is currently acting Associate at AAE Consulting Group with duties including project
management, staff scheduling, complete valuation, and fieldwork maintenance. With over 8
years of relevant business experience, Mr. Wilke has worked in project management at GMR
Marketing, LLC. His attention to detail and efficient project plans prove critical as he manages
and performs various projects.
Prior to his current position at AAE Consulting Group, Mr. Wilke was a Senior Program Manager
on various accounts at GMR Marketing. His primary responsibilities included client services,
budget management and overseeing of multiple projects and the staff supporting each. Mr.
Wilke’s vast experience with business administration, process design, and quality control will
prove critical to the successful completion each appraisal assignment. Mr. Wilke earned his
Bachelor of Business Administration degree with a concentration in Marketing from the University
of Wisconsin-Oshkosh in Oshkosh, WI.
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AAE Consulting Group - 4815 Brandi Lane, Fredonia, WI 53021 - Phone: 414.350.1630
Commission Disclosure
AAE Consulting Group, as a firm or as individual representatives, has not had in the past
or currently (a) any relationships between the individual(s) of the firm and any
Commission member, his/her spouse, or family; (b) any relationship between any
individual(s) of the firm and any business or entity owned by a Commission member or
their family or in which a Commission member or their family has or had an interest; (c)
any other information concerning any relationships between the individual(s) of the firm
and any Commission member which the Respondent deems might be relevant to the
Commission’s consideration; (d) such other governmental or quasi-governmental entities
which are represented by the individual(s)/firm, and the nature of the representation in
such matters; and (e) a “conflict list” if the same is maintained by the individual(s) or the
firm.
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AAE Consulting Group - 4815 Brandi Lane, Fredonia, WI 53021 - Phone: 414.350.1630
Contracts Performed
Inventory/Valuation Services: Milwaukee Transport Service – Milwaukee, WI
Contact: Mr. Paul Snifka
Address: 1942 North 17th Street
Milwaukee, WI 53205
Phone: 414.937.3211
Contract Date: June 2011 – Present (5 year contract)
Contract Fee: $58,500
This project scope consisted of a fixed asset inventory/valuation performed for Milwaukee
County Transit. The scope draws close similarities to the current project being proposed
on with the detailed breakout of equipment as well as valuation of buildings, equipment,
and property in the open used for insurance reporting services. Inclusion of Actual Cash
Value costing methodologies showcases the ability of AAE Consulting Group to provide
client-specific valuations to achieve individual client goals. Acting as project coordinator,
Austin Engelhardt completed the project accurately and timely to meet the deadlines of
this client’s insurance renewal.
Inventory Services: Architect of the Capital – United States Senate
Contact: Mr. Fred Witcher
Address: 4700 Shepherd Parkway SW
Washington, DC 20032
Phone: 202.226.7092
Contract Date: March, 2004
Contract Fee: $100,000
This project scope consisted of a fixed asset inventory performed for the United States Senate
for property record purposes. Multiple project teams consisted of three to six members spread
among various project sites including high profile Senator’s offices, administrative quarters, and
storage warehouses. On a subcontract level, Austin Engelhardt acted as Project Manager for the
project. His duties included staff scheduling, supervision of all project teams, and quality control
supervisor to insure high quality conclusions. Strict working hours in high sensitivity locations
proved the professionalism and flexibility to conduct inventories in the highest government
entities with attention to limiting the interruption of government activity during the time of the
inventory.
Inventory/Valuation Services: East Metro Integration District – St. Paul, MN
Contact: Ms. Shari Thompson
Address: 30 East County Road B
Maplewood, MN 55117
Phone: 651.379.2700
Contract Date: April, 2009
Contract Fee: $3,200
This project scope consisted of a fixed asset inventory/valuation performed for the East Metro
Integration District located in St. Paul, MN. Austin Engelhardt served as Project Manager for this
project, and Pete Wilke (profile included) served as Inventory Team Leader. This project
included a fixed asset inventory of all computer equipment, furniture, and machinery and
equipment in an educational setting with a focus on database creation for client recording and
tracking purposes. In addition, insurable values were provided to aid the District in its insurance
reporting requirements.
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AAE Consulting Group - 4815 Brandi Lane, Fredonia, WI 53021 - Phone: 414.350.1630
References (Clients Served)
The below project references highlight individual projects that have been served either by AAE
Consulting Group acting as the contracted firm or as a subcontractor. The following references
were included based on the similarities of the project scopes. Additional references can be
supplied upon request.
Valuation Services: City and County of Denver - Denver, CO
Contact: Mr. Steve Frenette
Address: 201 West Colfax Avenue, Department 1005
Denver, CO 80202
Phone: 720.913.3332
This project consisted of an insurance appraisal for selected buildings for the City and County of
Denver including Minoru Yasui Plaza, Denver Public Library, and the City and County Building.
The value conclusions provided the client with supportable value conclusions including structure,
contents, and site improvements. The content value was derived using a limited inventory
process coupled with a grouping methodology to arrive at an aggregate (per building) value.
The conclusions of this project were used for updating value records, collection of important
underwriting data, and loss control documentation. Acting as Appraisal Project Leader, Austin
Engelhardt successfully completed the project to aid in the client’s insurance reporting
requirements.
Valuation Services: Lehi City Corporation - Lehi, UT
Contact: Mr. Scott Sampson
Address: 153 North 100 East
Lehi, UT 84043
Phone: 801.768.7100
This project consisted of an insurance appraisal for all City owned buildings for Lehi City
Corporation. The value conclusions provided during this study included buildings and contents
for use in updating the property values for the City. Various properties appraised included:
water utility sites, museum, fire stations, electrical utilities, city hall, recreational sites, and public
works facilities. The scope of this project bears striking resemblance to the County of Monmouth
project due to the type of buildings spread across various locations (190). Acting as Lead
Valuation Consultant, Austin Engelhardt successfully completed the project to aid in the client’s
insurance reporting requirements.
Valuation Services: Mohave County – Kingman, AZ
Contact: Mr. Jed Noble
Address: 700 West Beale Street
Kingman, AZ 86401
Phone: 928.753.9141
This project consisted of an insurance appraisal for all County owned buildings for Mohave
County. The value conclusions provided included buildings and contents for use in updating the
property values for the County. Various properties appraised included: judicial facilities, county
offices, police, health department, libraries, recreational facilities, and public works facilities.
Acting as Project Leader, Austin Engelhardt successfully completed the project to aid in the
client’s reporting requirements.
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ATTACHMENT #1 PUBLIC ENTITY CRIMES AND CONFLICTS OF INTEREST
Inventory and Valuation Services RFP
Pursuant to the provisions of Paragraph (2) (a) of Section 287.133, Florida State Statutes – “A
person or affiliate who has been placed on the convicted vendor list following a conviction for a
public entity crime may not submit a Bid on a Contract to provide any goods or services to a
public entity, may not submit a Bid on a Contract with a public entity for the construction or
repair of a public building or public work, may not submit bids on leases of real property to a
public entity, may not be awarded to perform work as a Contractor, supplier, Subcontractor,
or Consultant under a Contract with any public entity, and may not transact business with any
public entity in excess of the threshold amount Category Two of Section 287.017, Florida
Statutes, for thirty six (36) months from the date of being placed on the convicted vendor list”.
The award of any contract hereunder is subject to the provisions of Chapter 112, Florida S tate
Statutes. BIDDERS must disclose with their Bids, the name of any officer, director, partner,
associate or agent who is also an officer or employee of the City of South Miami or it’s
agencies.
SWORN STATEMENT PURSUANT TO SECTION 287.133 (3)(a),
FLORIDA STATUTES, ON PUBLIC ENTITY CRIMES
THIS FORM MUST BE SIGNED AND SWORN TO IN THE PRESENCE OF A NOTARY
PUBLIC OR OTHER OFFICIAL AUTHORIZED TO ADMINISTER OATHS.
1. This sworn statement is submitted to ____________________________________
[print name of the public entity]
by______________________________________________________________
[print individual’s name and title]
for______________________________________________________________
[print name of entity submitting sworn statement]
whose business address is ______________________________________
_______________________________________
and (if applicable) its Federal Employer Identification Number (FEIN) is __________________
(If the entity has no FEIN, include the Social Security Number of the individual signing this
sworn statement: ____________________________________.)
2. I understand that a “public entity crime” as defined in Paragraph 287.133 (1)(g), Florida
Statutes, means a violation of any state or federal law by a person with respect to and
directly related to the transaction of business with any public entity or with an agency
or political subdivision of any other state or of the United States, including, but not
limited to , any bid or contract for goods or services to be provided to any public entity
or an agency or political subdivision of any other state or of the United States and
involving antitrust, fraud, theft, bribery, collusion, racketeering, conspiracy, or material
misrepresentation.
3. I understand that “convicted” or “conviction” as defined in Paragraph 287.133 (1)(b),
Florida Statutes, means a finding of guilt or a conviction of a public entity crime, with or
29
without an adjudication of guilt, in any federal or state trial court of record relating to
charges brought by indictment or information after July 1, 1989, as a result of a jury
verdict, non-jury trial, or entry of a plea of guilty or nolo contendere.
4. I understand that an “affiliate” as defined in Paragraph 287.133 (1)(a), Florida Statutes,
means:
(a) A predecessor or successor of a person convicted of a public entity crime; or
(b) An entity under the control of any natural person who is active in the
management of the entity and who has been convicted of a public entity crime. The
term “affiliate” includes those officers, directors, executives, partners, shareholders,
employees, members, and agents who are active in the management of an affiliate. The
ownership by one person of shares constituting a controlling interest in any person, or a
pooling of equipment or income among persons when not for fair market value under
an arm’s length agreement, shall be a prima facie case that one person controls another
person. A person who knowingly enters into a joint venture with a person who has
been convicted of a public entity crime in Florida during the preceding 36 months shall
be considered an affiliate.
5. I understand that a “person” as defined in Paragraph 287.133 (1)(e), Florida Statutes,
means any natural person or entity organized under the laws of any state or of the
United States with the legal power to enter into a binding contract and which bids or
applies to bid on contracts for the provision of goods or services le d by a public entity,
or which otherwise transacts or applies to transact business with a public entity. The
term “person” includes those officers, directors, executives, partners, shareholders,
employees, members, and agents who are active in management of an entity.
6. Based on information and belief, the statement which I have marked below is true in
relation to the entity submitting this sworn statement. [Indicate which statement
applies.]
_____ Neither the entity submitting this sworn statement, nor any of its officers,
directors, executives, partners, shareholders, employees, members, or agents who are
active in the management of the entity, nor any affiliate of the entity has been charged
with and convicted of a public entity crime subsequent to July 1, 1989.
_____ The entity submitting this sworn statement, or one or more of its officers,
directors, executives, partners, shareholders, employees, members, or agents who are
active in the management of the entity, or an affiliate of the entity has been charged with
and convicted of a public entity crime subsequent to July 1, 1989.
_____ The entity submitting this sworn statement, or one or more of its officers,
directors, executives, partners, shareholders, employees, members, or agents who are
active in the management of the entity, or an affiliate of the entity has been charged with
and convicted of a public entity crime subsequent of July 1, 1989. However, there has
been a subsequent proceeding before a Hearing Officer of the State of Florida, Division
of Administrative Hearings and the Final Order entered by the Hearing Officer
determined that it was not in the public interest to place the entity submitting this
sworn statement on the convicted vendor list. {attach a copy of the final order.]
31
ATTACHMENT #2 DRUG FREE WORKPLACE
Inventory and Valuation Services RFP
Whenever two or more Bids which are equal with respect to price, quality and service are
received by the State or by any political subdivisions for the procurement of commodities or
contractual services, a Bid received from a business that certifies that it has implemented a
drug-free workplace program shall be given preference in the award process. Established
procedures for processing tie Bids will be followed if none of the tied vendors have a drug-free
workplace program. In order to have a drug-free workplace program, a business shall:
1. Publish a statement notifying employees that the unlawful manufacture, distribution,
dispensing, possession, or use of a controlled substance is prohibited in the workplace
and specifying the actions that will be taken against employees for violations of such
prohibition.
2. Inform employees about the dangers of drug abuse in the workplace, the business’
policy of maintaining a drug-free workplace, any available drug counseling, rehabilitation,
and employee assistance programs, and the penalties that may be imposed upon
employees for drug abuse violations.
3. Give each employee engaged in providing the commodities or contractual services that
are under Bid a copy of the statement specified in Subsection (1).
4. In the statement specified in Subsection (1), notify the employees, that, as a condition of
working on the commodities or contractual services that are under Bid, the employee
will abide by the terms of the statement and will notify the employer of any conviction
of, or plea of guilty or nolo contendere to, any violation of Chapter 893 or of any
controlled substance law of the United States or any state, for a violation occurring in
the workplace no later than five (5) days after such conviction.
5. Impose a sanction on, or require the satisfactory participation in a drug abuse assistance
or rehabilitation program, if such is available in the employee’s community, by any
employee who is so convicted.
6. Make a good faith effort to continue to maintain a drug-free workplace through
implementation of this section.
As the person authorized to sign the statement, I certify that this firm complies fully with the
above requirements.
PROPOSER’s
Signature:
Print Name:
Date:
4
PRICE PROPOSAL SHEET
Inventory and Valuation Services RFP
Proposers must include the Price Proposal Sheet with their submittal. Failure to do so will
render your proposal non-responsive and will be rejected from further consideration.
PRICE PROPOSAL SHEET
Year
Annual
Amount
Year 1
Year 2
Year 3
Year 4
Year 5
TOTALS
AAE Consulting Group 4815 Brandi Lane, Fredonia, WI 53021
Phone: 414.350.1630
aengelhardt@aaeconsultinggroup.com
www.aaeconsultinggroup.com
EQUAL EMPLOYMENT OPPORTUNITY AND AFFIRMATIVE ACTION
POLICY STATEMENT
It is the policy of AAE Consulting Group not to discriminate against any employee or any
applicant for employment because of age, race, religion, color, handicap, sex, physical
condition, developmental disability, sexual orientation or national origin. This policy shall
include, but not be limited to, the following: recruitment and employment, promotion,
demotion, transfer, compensation, selection for training including apprenticeship, layoff and
termination. Except with respect to sexual orientation, this company further agrees to take
affirmative action to ensure equal employment opportunities.
Austin Engelhardt, ASA (President) has been appointed Equal Employment Opportunity
Officer and is responsible for planning and implementing our affirmative action program as
well as for its day-to-day monitoring of affirmative action related decisions and activities. All
personnel who are responsible for hiring and promoting employees and for the development
and implementation of programs or activities are charged to support this program. They
shall provide leadership in implementing affirmative action goals and initiatives.
During the life of contract with the State of Wisconsin, AAE Consulting Group shall comply
with s. 16.765, Wis. Stats., state regulations and federal laws relating to equal employment
opportunities and affirmative action. The company shall continue to work cooperatively with
government and community organizations to take affirmative action to ensure equal
employment and advancement opportunities.
Sexual orientation is defined in Wisconsin State Statute s.111.32(13m) as "...having a
preference for heterosexuality, homosexuality, or bisexuality, having a history of such a
preference or being identified with such a preference."
Austin Engelhardt, ASA August 3rd, 2010
Typed Name Date
Signature
President
Title