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An Unbeatable Team To Successfully Lease Uriah Hill Elementary School A PROPOSAL Bill Primavera Ken Dobbins PRIMAVERA & DOBBINS HUDSON VALLEY COMMERCIAL PROPERTIES SOLD & LEASED ACCREDITED WITH COLDWELL BANKER COMMERCIAL PRIMAVERA & DOBBINS

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Page 1: APROPOSALfile/P… · our company’s history, our own credentials and a comprehensive ... Encore a providerof leading edge powerand environmental ... events, marketing information,

An Unbeatable TeamTo Successfully Lease

Uriah Hill Elementary School

A PROPOSAL

Bill Primavera Ken Dobbins

PRIMAVERA

& DOBBINSHUDSON VALLEY

COMMERCIAL PROPERTIES

SOLD & LEASED

ACCREDITED WITH

COLDWELL BANKER

C O M M E R C I A L

PRIMAVERA

& DOBBINS

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PRIMAVERA

& DOBBINS

The Nation’s First Commercial Real Estate Company

Represented by a Proven Dynamic Team

A PROPOSALPresented to the

Peekskill Central School District by Bill Primavera & Ken Dobbins

Coldwell Banker Commercial

March 5, 2012

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PRIMAVERA

& DOBBINS

This Proposal seeks to demonstrate how both missions can be achieved

by choosing Primavera and Dobbins of Coldwell Banker as the

School District’s real estate agents. To support that decision, we present

our company’s history, our own credentials and a comprehensive

marketing plan to achieve the objective of leasing the building.

Mission of the Peekskill Central School District:

To identify and secure the most qualified real estate firm to market its

Uriah Hill Elementary School for rental.

Mission of Coldwell Banker Commercial and itsLocal Associates, Primavera & Dobbins:

To provide professional, highly qualified, reliable and consistent service to the

Peekskill Central School District in supporting this mission

Bill Primavera Ken Dobbins

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PRIMAVERA

& DOBBINS

Qualifications of Coldwell Banker Commercial

No other real estate company can lay claim to the #1 position in terms of being:

a) First to be founded, in 1906 in San Francisco, immediately following the great earthquake;

b) A division of one of the largest real estate companies in the world; and

c) One of the leading brands in all of American business.

Growth to Preeminence in the Nation and the World:

Colbert Coldwell set up his business of commercial real estate

in direct response to those difficult post-earthquake times

when real estate was in turmoil and, acting as buyers and

resellers of property, realtors compromised the ability of a

buyer or seller to obtain the best price. But Coldwell’s system

to eliminate the incentive to mislead either party about the

value of a property established the fair and ethical conduct

still employed by the industry today.

In a few years, he was joined by Benjamin Banker as a partner, and the company’s growth has been steady

as it developed offices across the country, then across the world.

Locally, here in Hudson Valley, particularly in Upper Westchester, Coldwell Banker sells and rents more

properties than any other agency. Combined with the talents and success of its Accredited Commercial

Associates, Coldwell Banker is the agency of choice for marketing a property like Uriah Hill Elementary

School for lease.

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PRIMAVERA

& DOBBINS

Qualifications of the Primavera-Dobbins TeamBILL Primavera is a 10-year

veteran of the Coldwell Banker Office in

the Yorktown Heights/Peekskill market and

he brings to this team a background in

marketing and promotion.

Prior to his full-time commitment to real

estate, he spent 25 years restoring historic

structures and building new homes, while concurrently serving as

president of a full-service public relations firm headquartered in

upper Westchester.

This marketing experience is what enables him to market and pro-

mote his listings successfully. And as a journalist on the subject of

real estate, consumers in Westchester and Putnam Counties have

come to rely on his reports as “The Home Guru” in the Examiner

Newspapers and Patch.com

He first specialized in residential listings and transitioned into

commercial real estate leasing and sales five years ago. Currently

he has a major brick building for lease/sale in Peekskill (the for-

mer Poritzky Meats fabrication facility), and a pre-school building

just into Cortlandt called The Flying Goose.

Bill’s training includes the New York State Realtors License

Course, The Certified Buyers’ Representative Course, NYS

Continuing Education Courses, NYS Ethics Course and Fair

Housing Course. His awards and designations include the Silver

Production Award, and Designation as an accredited Commercial

Associate. His memberships include the National Association of

Realtors, The New York State Association of Realtors, and the

Westchester/Putnam Association of Realtors.

Ken Dobbins is the financial

strategist of the team. having earned a

BBA in Statistics and an MBA in

Marketing from Baruch Graduate

School.

Ken has been in the real estate business

for the last six years. He is a licensed Associate Broker, a

Certified Buyer's Representative and a certified Commercial

Associate. He has received a number of prestigious awards

including the Silver Production award for (2007-2009), and the

Gold Production Award for 2010 and 2011.

He has helped lease space for medical, insurance, real estate,

retail and construction businesses.

In addition to his work in real estate, Ken held prominent posi-

tions in business. He was President of Roanwell Corporation a

major manufacturer of communication equipment for the mili-

tary, telephone, commercial and industrial markets.

He was also Senior Vice President/General Manager for DSA

Encore a provider of leading edge power and environmental

technological equipment.

His background with proven skills in finance, contracts, negoti-

ations and marketing will ensure a seamless transition for the

leasing of the Uriah Hill Elementary School.

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PRIMAVERA

& DOBBINS

Those Supporting the Primavera-Dobbins TeamEdward Smith serves as the Regional

Commercial Director, NRT-Eastern Region,

Coldwell Banker Commercial. In that capacity

he supports the work of over 100 commercial

associates in the region, including the Primavera-

Dobbins Team in Upper Westchester.

With over 39 years experience in real estate, Edward has special-

ized in Commercial and Investment, leasing, sales and manage-

ment. He is the author and instructor of Commercial and

Investment Real Estate Continuing Educational Courses for over

13 years.

Also, he is author of five books on Commercial Real Estate.

Designations:

CREI - New York State Certified Real Estate Continuing

Education Instructor; CIC - Commercial Investment Counselor

GREEN - NAR's Green Designation; ITI - Instructors Training

Institute Graduate; RECS - Real Estate Cyberspace Specialist

Author: Continuing education courses; commercial articles, books

and textbooks; "The Commercial Corner" - Monthly column in

the New York Real Estate Journal; Over 100 articles published;

textbook consultant - BOMI Institute - Building Owners and

Managers Association.

Faculty Member:

Long Island Board of Realtors (LIBOR)

New York State Association of Realtors (NYSAR)

New York State Commercial Association of Realtors (NYSCAR)

Westchester Putnam Association of Realtors

Also...

Vanessa Batilo is the Commercial Coordinator for the

Commercial Support Center of Coldwell Banker Commercial

NRT, as well as the assistant to the Eastern Seaboard Regional

Director. As such, she coordinates commercial activities within

the New York/New Jersey/Connecticut Metro Commercial

Support Center, serves as Coordinator for agents, training

events, marketing information, and incoming commercial

referrals for the region. Vanessa has a strong background in

administration and accounting. She understands the need for

attention to detail and customer service.

Susan Hembarsky is the Personal Assistant to the

Primavera/Dobbins team at Coldwell Banker. She will assist in

all activities relative to the administration and promotion of

the Uriah Hill Elementary School, both in print and online.

Jean Sheridan is the graphics and techology facilitator

Coldwell Banker’s Yorktown Heights office. It is she who will

work in tandem with Ms. Batilo to coordinate the design and

publication of promotional pieces for the Uriah Hill School.

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PRIMAVERA

& DOBBINS

The Marketing PlanSkilled and Comprehensive as None Other in the Region

Disclosures and All Paperwork:

r Full agency disclosures;

r Signing of contract between Coldwell Banker Commercialand the Peekskill Central School District;

Preliminary Consultation with the Peekskill CSD:

r Determination of the best uses for the property and thepossible configuration of the building for either multiple

tenants or a single tenant.

r Discussion with the District’s other consultants and engineers;

r Recommendations to make the property more appealing to prospects for leasing;

r Creation of floorplans and outside parking availability;

r Agreement on the type of lease to be offered and constructionof typical leases;

The combined skills and experience of Bill Primavera

and Ken Dobbins offer the Peekskill Central School

District the most comprehensive commercial leasing

service to be found in the Hudson Valley. While other

realty companies specialize in residential sales and

rentals, the Primavera/Dobbins team is accredited and

experienced to serve the unique needs for leasing a

commercial or institutional property, from prelimi-

nary research and analysis to the close of the lease

agreement. On the following pages are the many steps

involved in a marketing plan to be implemented on

the School District’s behalf.

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PRIMAVERA

& DOBBINS

The Marketing Plan, Continued:

Page 8

Preliminary Consultation with the Peekskill CSD, Continued:

r Discussion and modification of all the procedures outlined here for implementation;

r Determination of rentable square footage and common charges (CAM).

Determination of Rental Pricing Per Square Foot:

r From commercial properties currently on the market; and

r From properties rented in the past 6 months in your market.

Property Preparation:

r Working with Maintenance, preparing the exterior and interior of property for showing;

r Security checklist;

r Research all utilities and equipment for the information of prospects.

Commercial Listing:

r Creation of listing copy that “sells” the property;

r Photography of the interior, exterior and grounds;

r Place “For Lease” sign on the property;

r Assure that this listing is achieved on Coldwell Banker’s Commercial website and all other commercial websites;

r Development and production of brochuresand flyers, both in print and electronically.

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PRIMAVERA

& DOBBINS

The Marketing Plan, Continued:

Page 9

Promotion of the Property, Locally, Regionally, Nationally:

r Promotion with all other commercial realtors in the area, starting with the network of Coldwell Banker Commercial

realtors and those of other companies;

r Production of a glossy brochures and flyers;

r All prospects to receive flyers and brochures;

r Prospecting for qualified buyers through targeted identification and solicitation;

r Production of a professional video of the property (We are not aware of any other realty firm that does this for comercial

properties) for use with the listing and all new media

placements;

r Networking in the business community through chambers of commerce and business groups;

r Cultivation of all commercial realty sites.

Qualifying Lessees:

r Pre-qualifying prospects prior to showings;

r Presenting all findings to the School District.

Reporting and Continued Consultation:

r All showings and prospect reactions reported to you;

r Periodic consultations between us, surveying comments and activity in the marketplace.

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PRIMAVERA

& DOBBINS

The Marketing Plan, Continued:

Page 10

Contract Negotiations:

r When a Letter of Intent or a Request for Proposal is received from a prospective tenant, all information is discussed with the

District’s contact person;

r Negotiation of rental price and conditions;

r Will work with District in determining possible landlord improvements of the property and other negotiating points.

Agreement Reached, Contracts Drafted:

r Will prepare transaction memos for your attorney with all pertinent information to be used for contracts;

r Review of contracts from legal counsel;

r Conduct all necessary steps to assure that the contract is brought to a successful conclusion, dealing consistently with

both the District and the tenant’s representation;

r Keep lines of communications open among all parties tomake sure closing goes smoothly;

r Continuing contact with you about all aspects of thetransaction.

Continued Follow-up:

r After leasing the building, we will monitor all tenants for complianceof leases. We will also be available to you for any future leasing or

sale requirements.

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PRIMAVERA

& DOBBINS

The Bottom Line of the ProcessThroughout the entire marketing process, from preliminary research to the contract

signing, the Peekskill Central School District can be assured of the day-to-day diligence

of the Primavera/ Dobbins team in communicating directly with you, while being supported

by their personal staff, their entire office of 65 agents, the regional commercial contingent of

over 100 associates, and thousands of commercial realtors in the Coldwell Banker family

worldwide. We become part of your family too, serving your real estate needs.

CompensationThe fee structure for services rendered by Coldwell Banker Commercial is as follows:

For the first three years of a lease, Coldwell Banker receives a commission of 7 (seven) percent

per year and 3 (three) percent for the following years of the lease, the sum total of which is

paid upon signing of the lease.

If the lease is renewed, the fee is 3 (three) percent of the gross lease amount. If the District

decides to sell the building to a tenant or third party, Coldwell Banker receives a 7 percent

commission from the sale.

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PRIMAVERA

& DOBBINS

In ConclusionConsidering the sum total of experience and expertise of the Primavera/Dobbins team and

its support system, we feel exceptionally qualified to represent the Peekskill Central School

District for the leasing of the Uriah Hill Elementary School.

We welcome the opportunity to present any additional information toward achieving a

successful working relationship between us.

Because it is the hope of the District to rent the facility ideally by September, time is of the

essence, and we are fully prepared to hit the ground running.

Respectfully submitted,

Bill Primavera and Ken Dobbins