ST8505-CS 860619draft #1 6-19-86
PROPOSAL
for
CITY OF COPPELL, TEXAS
ESTABLISHMENT OF A ROAD ASSESSMENT DISTRICT
BELTLINE ROAD NORT~FROM;635 TO BELTLINE ROAD EAST/WEST
WHO WE ARE:
Principals:
(see Addendum 1)
Key ~
George R. Schrader
William B. Vandivort, II
David D. Black
Shirley Ryan
2001 Bryan Tower
Suite 3910
Dallas, Texas
75201
(214) 969-6910
WHAT
Provide services that require a unique
understanding of municipal regulations
and laws.
WORK WE PERFORM:
(see Addendum 2)
ROAD ASSESSMENT DISTRICT
· Assure Correctness of current Records
· Analyze Valuation placed on Property
by Appraisal District
· Establish list of assessable property
· Establish assessment formula
· Create assessment roll
· Create collection procedures
· Presentation of assessment statements
to property owners for payment
FEES FOR ~
(see Addendum 2)
· Pre-engagement
· Base fee: $ 8,000.00
no cost
Addendum 1
(Page 1)
· ~ R..~ former City Manager, City of Dallas,
with over 27 years of municipal management experience. At
the highlight of his public career, Mr. Schrader was chief
executive officer of a municipal corporation of "Fortune
500" size, with an operating budget of $665 million, a work
force of 12,500, and 35 programs of service. Mr. Schrader
served in three other Texas cities, San Angelo, Ennis, and
Mesquite, and was city manager in the latter two. He
served in all four cities during a major property tax
revaluation. Under the leadership of George Schrader,
Schrader & Black Associates provides consulting services to
the real estate industry in complying with public
regulatory requirements for the development of property.
George Schrader currently serves on the board of directors
for 18 civic organizations in Dallas and the nation.
· William B. ~ II, former Assistant Director of
Revenue and Taxation, City of Dallas, encompassing 12 years
of experience with the Dallas City Tax Office. Mr.
Vandivort is a Certified Public Accountant licensed in
Texas, with an active private practice. He received his BA
from Austin College and an MBA from SMU in Real Estate and
Accounting, and is one of the lead instructors for the
Texas State Property Tax Board, the licensing agency for
appraisers employed by central appraisal districts
throughout Texas. Mr. Vandivort is the author of two
chapters of the A~ ~, the standard of practice
established by the State Property Tax Board for use by
central appraisal districts: "Personal Property," and
"Income Producing Real Estate".
· David Black, former Director of Revenue and Taxation, City
of Dallas. Mr. Black supervised the transition of
appraisal responsibility from the City of Dallas to the
Dallas Central Appraisal District in January, 1982. While
with the City for almost 10 years, Mr. Black also served as
Interim Assistant City Manager, Operating Budget Adminis-
trator,Community Development Coordinator, and Development
Manager. David Black is a partner with George Schrader in
the consulting firm of Schrader & Black Associates.
· Mrs. S]i~ ~Y_aJl~ former Tax Assessment Supervisor,
Department of Revenue and Taxation, Cit~ of Dallas,
spanning 35 years of experience with ~ Dallas City Tax
Professionals
· Real estate market research, appraisers, and legal counsel
Addendum 1
(Page 2)
WHO WE ARE
· 83 years municipal management service in four Texas
cities, 66 years with City of Dallas
- City Manager in 3 cities
· 49 years City of Dallas Tax Office experience - Director, Assistant Director, Appraisal Supervisor
- 35 years experience with Board of Equalization
- 8 years participation in assembly of candidates for
Board of Equalization
· Directed City of Dallas transfer of appraisal
responsibility to Dallas Central Appraisal District
- 4 years association with the personnel and appraisal
records of the Dallas Central Appraisal District and
responsibility for review of work by the District on
behalf of the City of Dallas
· Experience with four Texas municipalities during
major property revaluations
Instructor for the State Property Tax Board for 8 years
in training appraisal district employees for
certification
· Author of 2 chapters in ~Lp~ Manual, the standard of
practice established by the State Property Tax Board
for use by central appraisal districts: "Income
Producing Real Estate", and "Personal Property."
Experienced CPA
· Affiliated consulting practice counseling real estate
industry on compliance with public development
requirements
· Master of Business Administration (Real Estate)
Master of Business Administration (Accounting)
Master of Public Administration
Master of Public Affairs
Addendum 2
1. Assure ,listing on tax roll
2. Verify correctness of mailing address
3. Assure accuracy of description of property
4. Assess the validity of classification of property for
valuation for taxes
5. Analyze valuation by Appraisal District
6. Establish assessment formula
?. Create assessment roll
8. Create collection procedures
9. Present assessment statements to property owners for
payment
FEE FOR SERVICE
Pre-engagement review: a pre-engagement review of the
proposed project will be performed at no cost to assure
that the service is needed and will financially benefit the
City of Coppell
Base fee: $ 8,000.00
~ of fees~ Base fee is payed in two
equal installments:
1/2 at engagement of contract
1/2 on acceptance of work by the City of
Coppell
This fee assures an extensive examination and productive
effort on your behalf to achieve a financially acceptable
Road Assessment District.
J, o