12/15/2010 Agreement-RescindedDANNY L. KOLHAGE
CLERK OF THE CIRCUIT COURT
DATE: January 12, 2011
TO: Maria Slavik
Risk Administrator
FROM: Pamela G. Hanc ck; . c
At the December 15, 2010, Board of County Commissioner's meeting, the Board granted
approval and authorized execution of Item C24: Agreement from Asset Works Appraisal for Real
and Personal Property.
Enclosed is a duplicate original of the above -mentioned for your handling. Pursuant to
our conversation, please provide this office with the Notice to Proceed that is referenced as part
of Attachment A as soon as possible. Should you have any questions please do not hesitate to
contact this office.
cc: County Attorney via e-mail
Finance via e-mail
File✓
v
PROFESSIONAL APPRAISAL AGREEMENT
THIS AGREEMENT ("Agreement") is made and entered into this 15th day of
%December ,2010, by and between Monroe County , a political subdivision of the State
of Florida ("County "), and Asset Works Appraisal , a corporation duly licensed to
operate in the State of Florida ("Appraiser'), whose mailing address is 4955
Steubenville Pike, Ste. 401, Pittsburgh, PA 15205.
Section 1. Scope of Services
1.01 The Appraiser is to inspect and appraise the parcel(s) of property or
perform the other appraisal services as outlined in Attachment A, and perform all
necessary services required under this Agreement to complete the appraisal project.
1.02 All appraisal services shall be conducted and provided in conformance
with the most recent edition of the Uniform Standards of Professional Appraisal Practice
(USPAP) promulgated by the Appraisal Foundation.
1.03 All appraisals shall follow accepted principles and techniques which are a
part of good appraisal practice.
1.04 The Date of Valuation of the Appraisal Report shall be the date of the
Appraiser's last inspection of the subject property and shall be dated no more than thirty
(30) calendar days prior to receipt of the Appraisal Report by the County.
1.05 All Appraisal Reports furnished by an Appraiser, pursuant to this
Agreement, shall become the sole property of the County and may be subject to
disclosure by the County under Chapter 119, Florida Statutes. The Appraiser agrees
not to engage in any business transactions involving the property which is the subject of
the appraisal for a period of one year following the final acceptance by the County of
work performed pursuant to the Notice to Proceed referenced in Attachment A.
1.06 The Appraiser agrees that Michael Borello will be responsible for actively
supervising all appraisal and other services provided under the terms of this Agreement.
The County, in its sole discretion, must approve or disapprove any change to this
designated individual. If, in its sole discretion, the County declines to approve the
substitute, then this Agreement may be determined by the County.
1.07 The Appraiser will furnish the County with the reports specified in
Attachment A.
Section 2. Responsibilities of the County
2.01 The County shall make available to the Appraiser any pertinent
information available to the County, including title information, property maps, site plans,
and engineering studies.
Page 1 of 20
Section 3. Compensation
3.01 Compensation to Appraiser shall be $8,360 for the appraisal of an
estimated 88 Individual Structures Listed on the Property Schedule. The appraiser fees
are contingent based on the total number of buildings appraised.
3.02 Payment will be made according to the Florida Local Government Prompt
Payment Act. Any request for payment must be in a form satisfactory to the Clerk of
Courts for Monroe County (Clerk). The request must describe in detail the services
performed and the payment amount requested. The Appraiser must submit invoices to
the appropriate offices marked Group Insurance. The respective office supervisor and
the Director of Employee Services, who will review the request, note his/her approval on
the request and forward it to the Clerk for payment.
3.03 Continuation of this Agreement more than twelve months from the
effective date shown above is contingent upon annual appropriation by Monroe County
Board of County Commissioners.
Section 4. Contract Termination
Either party may terminate this Agreement because of the failure of the other
party to perform its obligations under the Agreement. County may terminate this
Agreement with or without cause upon thirty (30) days notice to the Appraiser. County
shall pay Appraiser for work performed through the date of termination.
Section 5. Notices
Any notice required or permitted under this agreement shall be in writing and
hand delivered or mailed, postage prepaid, to the other party by certified mail, returned
receipt requested, to the following:
To the County: Risk Management Administrator
1100 Simonton Street, Suite 2-268
Key West, Florida 33040
To the Appraiser: Asset Works, Inc.
4955 Steubenville Pike, Ste. 401
Pittsburgh, PA 15205
Section 6. Records
Appraiser shall maintain all books, records, and documents directly pertinent to
performance under this Agreement in accordance with generally accepted accounting
principles consistently applied. Each party to this Agreement or their authorized
representatives shall have reasonable and timely access to such records of each other
parry to this Agreement for public records purposes during the term of the agreement
and for four years following the termination of this Agreement. If an auditor employed
by the County or Clerk determines that monies paid to Appraiser pursuant to this
Agreement were spent for purposes not authorized by this Agreement, the Appraiser
Page 2 of 20
IN
shall repay the monies together with interest calculated pursuant to Section 55.03 of the
Florida Statutes, running from the date the monies were paid to Appraiser.
The County and Appraiser shall allow and permit reasonable access to, and
inspection of, all documents, papers, letters or other materials in its possession or under
its control subject to the provisions of Chapter 119, Florida Statutes, and the County
shall have the right to unilaterally cancel this Agreement upon violation of this provision
by Appraiser.
Section 7 Monroe County Ordinances 010 and 020-1990
The Appraiser warrants that it has not employed, retained or otherwise had act
on its behalf any former County officer or employee subject to the prohibition of Section
2 of Ordinance No. 010-1990 or any County officer or employee in violation of Section 3
of Ordinance No. 020-1990. For breach or violation of this provision the County may, in
its discretion, terminate this agreement without liability and may also, in its discretion,
deduct from the agreement or purchase price, or otherwise recover the full amount of
any fee, commission, percentage, gift, or consideration paid to the former County officer
or employee.
Section 8. Convicted Vendor
A person or affiliate who has been placed on the convicted vendor list following a
conviction for public entity crime may not submit a bid on a Agreement with a public
entity for the construction or repair of a public building or public work, may not perform
work as a Appraiser, supplier, subcontractor, or Appraiser under Agreement with any
public entity, and may not transact business with any public entity in excess of the
threshold amount provided in Section 287.017 of the Florida Statutes, for the Category
Two for a period of 36 months from the date of being placed on the convicted vendor
list.
Section 9. Governing Law and Venue
This Agreement shall be governed by and construed in accordance with the laws
of the State of Florida applicable to Agreements made and to be performed entirely in
the State.
In the event that any cause of action or administrative proceeding is instituted for
the enforcement or interpretation of this Agreement, the County and Appraiser agree
that venue shall lie in the appropriate court or before the appropriate administrative
body in Monroe County, Florida.
Section 9. Severability
If any term, covenant, condition or provision of this Agreement (or the application
thereof to any circumstance or person) shall be declared invalid or unenforceable to any
extent by a court of competent jurisdiction, the remaining terms, covenants, conditions
and provisions of this Agreement, shall not be affected thereby; and each remaining
term, covenant, condition and provision of this Agreement shall be valid and shall be
enforceable to the fullest extent permitted by law unless the enforcement of the
remaining terms, covenants, conditions and provisions of this Agreement would prevent
the accomplishment of the original intent of this Agreement. The County and Appraiser
Page 3 of 20
agree to reform the Agreement to replace any stricken provision with a valid provision
that comes as close as possible to the intent of the stricken provision.
Section 10. Attorney's Fees and Costs
The County and Appraiser agree that in the event any cause of action or
administrative proceeding is initiated or defended by any party relative to the
enforcement or interpretation of this Agreement, the prevailing party shall be entitled to
reasonable attorney's fees, and court costs, as an award against the non -prevailing
party. Mediation proceedings initiated and conducted pursuant to this Agreement shall
be in accordance with the Florida Rules of Civil Procedure and usual and customary
procedures required by the Circuit Court of Monroe County.
Section 11. Binding Effect
The terms, covenants, conditions, and provisions of this Agreement shall bind
and inure to the benefit of the County and Appraiser and their respective legal
representatives, successors, and assigns.
Section 12. Authority
Each party represents and warrants to the other that the execution, delivery and
performance of this Agreement have been duly authorized by all necessary County and
corporate action, as required by law.
Section 13. Adjudication of Disputes
County and Appraiser agree that all disputes and disagreements shall be
attempted to be resolved by meet and confer sessions between representatives of each
of the parties. If the issue or issues are still not resolved to the satisfaction of the
parties, then any party shall have the right to seek such relief or remedy as may be
provided by this Agreement or by Florida law. This Agreement shall not be subject to
arbitration.
Section 14. Cooperation
In the event any administrative or legal proceeding is instituted against either
party relating to the formation, execution, performance, or breach of this Agreement,
County and Appraiser agree to participate, to the extent required by the other party, in
all proceedings, hearings, processes, meetings, and other activities related to the
substance of this Agreement or provision of the services under this Agreement. County
and Appraiser specifically agree that no party to this Agreement shall be required to
enter into any arbitration proceedings related to this Agreement.
Section 15. Nondiscrimination
County and Appraiser agree that there will be no discrimination against any
person, and it is expressly understood that upon a determination by a court of
competent jurisdiction that discrimination has occurred, this Agreement automatically
terminates without any further action on the part of any party, effective the date of the
court order. The parties agree to comply with all Federal and Florida statutes, and all
local ordinances, as applicable, relating to nondiscrimination. These include but are not
limited to: 1) Title VII of the Civil Rights -Act of 1964 (PL 88-352) which prohibits
Page 4 of 20
t
discrimination in employment on the basis of race, color, national origin; 2) Title IX of
the Education Amendment of 1972, as amended (20 USC ss. 1681-1683, and 1685-
1686), which prohibits discrimination on the basis of sex; 3) Section 504 of the
Rehabilitation Act of 1973, as amended (20 USC s. 794), which prohibits discrimination
on the basis of handicaps: 4) The Age Discrimination Act of 1975, as amended (42 USC
ss. 6101-6107) which prohibits discrimination on the basis of age; 5) The Drug Abuse
Office and Treatment Act of 1972 (PL 29-255), as amended, relating to
nondiscrimination on the basis of drug abuse; 6) The Comprehensive Alcohol Abuse
and Alcoholism Prevention, Treatment and Rehabilitation Act of 1970 (PL 91-616), as
amended, relating to nondiscrimination on the basis of alcohol abuse or alcoholism; 7)
The Public Health Service Act of 1912, ss. 523 and 527 (42 USC ss. 690dd-3 and
290ee-3) as amended, relating to confidentiality of alcohol and drug abuse patient
records; 8) Title Vill of the Civil Rights Act of 1968 (42 USC ss. 3601 et seq.), as
amended, relating to nondiscrimination in the sale, rental or financing of housing; 9) The
Americans with Disabilities Act of 1990 (42 USC s. 1201), as may be amended from
time to time, relating to nondiscrimination on the basis of disability; 10) Monroe County
Code Chapter 13, Article VI, which prohibits discrimination on the basis of race, color,
sex, religion, national origin, ancestry, sexual orientation, gender identity or expression,
familial status or age; and 11) any other nondiscrimination provisions in any Federal or
state statutes which may apply to the parties to, or the subject matter of, this
Agreement.
Section 16. Florida Code of Ethics
County agrees that officers and employees of the County recognize and will be
required to comply with the standards of conduct for public officers and employees as
delineated in Section 112.313, Florida Statutes, regarding, but not limited to, solicitation
or acceptance of gifts; doing business with one's agency; unauthorized compensation;
misuse of public position, conflicting employment or contractual relationship; and
disclosure or use of certain information.
Section 17. No Solicitation
The County and Appraiser each warrant that, as to itself, it has neither employed
nor retained any company or person, other than a bona fide employee working solely for
it, to solicit or secure this Agreement and that it has not paid or agreed to pay any
person, company, corporation, individual, or firm, other than a bona fide employee
working solely for it, any fee, commission, percentage, gift, or other consideration
contingent upon or resulting from the award or making of this Agreement. For the
breach or violation of the provision, the Appraiser agrees that the County shall have the
right to terminate this Agreement without liability and, at its discretion, to offset from
monies owed, or otherwise recover, the full amount of such fee, commission,
percentage, gift, or consideration.
Page 5 of 20
Section 18. Non -Delegation of Constitutional or Statutory Duties. This Agreement is
not intended to, nor shall it be construed as, relieving any participating entity from any
obligation or responsibility imposed upon the entity by law except to the extent of actual
and timely performance thereof by any participating entity, in which case the
performance may be offered in satisfaction of the obligation or responsibility. Further,
this Agreement is not intended to, nor shall it be construed as, authorizing the
delegation of the constitutional or statutory duties of the County , except to the extent
permitted by the Florida constitution, state statute, and case law.
Section 19. Attestations
Appraiser agrees to execute such documents as the County may reasonably
require, including, but not being limited to, a Public Entity Crime Statement, an Ethics
Statement, and a Drug -Free Workplace Statement, Lobbying and Conflict of Interest
Clause, and Non -Collusion Agreement.
Section 20. No Personal Liability.
No covenant or agreement contained herein shall be deemed to be a covenant or
agreement of any member, officer, agent or employee of Monroe County in his or her
individual capacity, and no member, officer, agent or employee of Monroe County shall
be liable personally on this Agreement or be subject to any personal liability or
accountability by reason of the execution of this Agreement.
Section 21. Execution in Counterparts.
This Agreement may be executed in any number of counterparts, each of which
shall be regarded as an original, all of which taken together shall constitute one and the
same instrument and any of the parties hereto may execute this Agreement by signing
any such counterpart.
Section 22. Insurance Policies
As a pre -requisite of the work governed, the Appraiser shall obtain, at his/her
own expense, the insurance specified in the Request for Proposal issued in connection
with this Agreement, the terms and conditions of which are incorporated herein by
reference.
Section 23. Indemnification
The Appraiser shall defend, indemnify and hold harmless the County, its
commissioners, officers, employees, agents and servants from any and all claims for
bodily injury, including death, personal injury, and property damage, including damage
to property owned by Monroe County, and any other losses, damages, and expenses
of any kind, including attorney's fees, court costs and expenses, which arise out of, in
connection with, or by reason of services provided by the Appraiser, occasioned by
the negligence, errors, or other wrongful act or omission of the Appraiser, its officers,
employees, or agents.
In the event that the service is delayed or suspended as a result of the
Appraiser's failure to purchase or maintain the required insurance, the Appraiser shall
indemnify the County from any and all increased expenses resulting from such delay.
Page 6 of 20
The first ten dollars ($10.00) of remuneration paid to the Appraiser are
consideration for the indemnification provided for above. The extent of liability is in no
way limited to, reduced, or lessened by the insurance requirements contained
elsewhere within this agreement.
The Appraiser shall be responsible for the completeness and accuracy of its
work, plan, supporting data, and other documents prepared or compiled under its
obligation for this project, and shall correct at its expense all significant errors or
omissions therein which may be disclosed. The cost of the work necessary to correct
those errors attributable to the Appraiser and any damage incurred by the County as a
result of additional costs caused by such errors shall be chargeable to the Appraiser.
This provision shall not apply to any maps, official records, contracts, or other data that
may be provided by the County or other public or semi-public agencies.
parties hereto have caused these presents to be
BOARD OF COUNTYCOMMISSIONERS
OF MONROE COUNTY. FLORIDA
KOLHAGE, CLERK
By
Deputy Clerk
(CORPORATE SEAL)
ByT f 6
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by
Mayor/Chair an
Asset Works Appraisal
By
Print Name: ,�►1�ok•cl .ello
Title: OP, ,4PA,*,,.r4
Page 7 of 20
MO OE COUNTY ATTORNEY
A ROWD ASdf0/9OIRdl:
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ASSISTANT COUNTY ATTORNEY
Date Il- !q— ,2O(0
Attachment A
Page 8 of 20
Innovative Solutions. Accurate Valuations.
Monroe County •
and Personal Propl
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Property Appraisal Services Proposal for:
The Monroe County BOCC
September 24, 2010
Monroe County Purchasing Office
Monroe County BOCC
1100 Simonton Street, Room 1-213
Key West, FL 33040
AssetWORKS
APPRAISAL
RE: Ai)praisal Services Proposal in Response to RFP-RSK-271-94-20100PUR/CV
AsssetWorks Appraisal, formerly MAXIMUS Asset Services, is pleased to submit our comprehensive
property appraisal proposal. The services being proposed focus on valuation, proof of loss, updating and
risk assessment.
We understand client satisfaction is our number one priority. All appraisal reports are certified and are in
compliance with the reporting requirements set forth by the Uniform Standards of Professional Appraisal
Practice ("USPAP").
With our proven expertise and experience, we are uniquely qualified to provide property appraisals to
achieve the goal of accurate insurance placement and to act as a system for proof of loss substantiation in
the event of a catastrophe. AssetWorks Appraisal has successfully completed property appraisal
engagements for risk pools and public entities across the nation.
The undersigned will be your primary point of contact. If I can be of any assistance, please contact me
directly at 877-809-0600 or shaun.callahan@assetworks.com.
Respectfully submitted,
Shaun M. Callahan
Vice President
AssetWorks Appraisal
2
Property Appraisal Services Proposal for:
AssetWORKS
The Monroe County BOCC APPRAISAL
1. EXECUTIVE SUMMARY
- - AssetWorks, Inc. is a wholly owned subsidiary of Constellation Software, Inc.
CONSTELLATION
SOFTWARE Constellation Software, Inc. is an international provider of market-leading
INIG" software and services to a variety of industries, across both public and private
sectors. The company was founded in 1995 and has a large, diverse customer base of 16,000 customers, operating in
over 30 countries around the world. Constellation is an extremely healthy organization, with consolidated revenues
exceeding US$240 million. AssetWorks, Inc. (formerly MAXIMUS Asset Solutions) was recently purchased by
Constellation Software, Inc. with transaction being closed in September 30, 2008.
As s e t WOR K S AssetWorks, Inc. is an industry —leading provider of technology and
consulting solutions for asset and infrastructure intensive organizations in
government, education, utilities, telecommunications, transportation, healthcare and the commercial sector. Our suite
of Enterprise Asset Management (EAM) software solutions and professional consulting services enable organizations
to improve maintenance practices, streamline operations, and improve accountability for mission -critical capital and
infrastructure assets. Our Federal Tax ID is 46-0521049 incorporated in Delaware.
Leveraging the latest Internet, e-commerce, and mobile computing technologies, our software and industry leading
expertise help our customers maximize resource utilization, improve service delivery, and achieve substantial and
measurable cost savings. Whether you are doing more with fewer resources, or managing more assets with the same
amount of resources, AssetWorks provides a complete solution.
AssetWorks Appraisal offers asset management solutions that
As s e t WOR K S embrace all aspects of capital asset and real property tracking,
APPRAISAL valuation and reporting. Our innovative solutions help organizations
to vastly improve GASB34/35 compliance, generate detailed financial reports, carry out depreciation and capitalization
modeling, track property disposal, generate property insurance reports, and much more.
1.1 CONFIDENCE IN HIGH QUALITY
AssetWorks has identified 'quality' as being the primary focus in all projects. Quality work results in a highly satisfied
client and has been the basis of our success. Systems in place lead to shorter study periods, reliable data, minimized
rework and a more useful reporting tool. The five stages of quality control include:
■ Project Design & Implementation Plan — Project Director
■ Daily Data Review — Project Manager
■ Finalized Data Review — Regional Manager
■ Preliminary Reports Review — Client
0 Data Integrity Review — ISG Processor
Property Appraisal Services Proposal for: AssetWORKS
The Monroe County BOCC APPRAISAL
Our aggressive quality control regime is led by a corporate philosophy of "Quality First, Profitability Second". Annual
client surveys along with the partnerships with long-term clients have taught that this is never to be overlooked.
1.2 VALUE-ADDED SOFTWARE & TECHNOLOGY
AssetWorks internally designed and built the AssetMaxx system, a web -based application enabling clients to track,
access and maintain their asset/property data. Insurance and accounting reporting is made possible for the client
through this system. Template reports and Ad -Hoc reports provide for flexibility and a customized aspect to
AssetMaxx. Annual perpetuation of data saves time and money for our clients and makes the annual reporting
process a much simpler task. The increased reliance on modern information technology (versus manual processes)
was a core component of the reengineering of our practice.
1.3 STRONG & STABLE FINANCIAL PARTNER
It is important to have confidence in the commitments made to you and AssetWorks has the strength and stability to
guarantee. Our group has been successful since 1989 performing the same services. This is a high integrity, public
company that is a part of the Toronto Stock Exchange. Open books and open disclosure along with strong finances
provide for an environment of quality, honesty and commitment.
Property Appraisal Services Proposal for: AssetWORKS
The Monroe County BOCC APPRAISAL
2. RELEVANT EXPERIENCE
You can confidently select AssetWorks Appraisal (formerly MAXIMUS Asset Services) as a partner to conduct
your on -site appraisal service for the following reasons:
■ We have been in the business of property appraisals for 20 years and have the reputation of being the "best
of class" provider. We are already a trusted partner with several government entities in Florida and entities
across the United States who have employed our appraisal services in year past.
■ We have successfully provided property valuation and appraisal services for more than 5,000 entities across
the United States, Europe, and Puerto Rico.
■ Within the past 5 years alone, AssetWorks has provided insurance appraisal services to more than 300
individual public entities in the State of Florida.
5
Property Appraisal Services Proposal for:
The Monroe County BOCC
3. PAST PERFORMANCE ON SIMILAR PROJECTS
Our relevant client references are as follows:
City of Key West, FL
Sandra Barroso
P.O. Box 1409
Key West, FL 33041-1409
305-809-3811
AssetWORKS
APPRAISAL
sbarroso@keyewestcity.com
Scope: AssetWorks recently completed an appraisal of city -owned buildings in July of 2010. The fieldwork portion of
the project was started on June 28, 2010 and preliminary reports were delivered on July 26, 2010.
Charlotte County, FL
Janine Hewitt
18500 Murdock Circle, Room 344
Port Charlotte, FL 33948
941-743-1244
Janine. heritt cDcharlottefl.com
Scope: AssetWorks successfully appraised all owned buildings in 2006. Since 2006, AssetWorks has provided the
County with value trending services and on -site appraisals to updated values and conduct appraisals of newly
constructed/acquired structures as recently as 2010.
City of Sunrise, FL
Bill Mason
4747 N. Nob Hill Road, Suite 6
Sunrise, FL 33351
954-572-2496
bmason cDcityofsunrise. org
Scope: AssetWorks successfully appraised all owned buildings in 2007 and has provided value update services
through 2009.
Con
Property Appraisal Services Proposal for:
The Monroe County BOCC
City of Lakeland, FL
Karen Lukhaub
520 N. Lake Parker Avenue
Lakeland, FL 33803
863-834-6799
AssetWORKS
APPRAISAL
Karen. lukhaub cDlakelandgov.net
Scope: AssetWorks successfully appraised all owned buildings in 2006. Since 2006, AssetWorks has provided the
City with value trending services and on -site appraisals to updated values and conduct appraisals of newly
constructed/acquired structures as recently as 2010.
Preferred Government Insurance Trust (PGIT), FL
Kurt Heyman
615 Crescent Executive Court, Suite 600
Lake Mary, FL 32746
321-832-1455
kheyman aublicrisk.com
Scope: Between 2008 and 2010, AssetWorks successfully completed a 3 phase appraisal project that included the
appraisal of all PUT members. The appraisals consisted of over 8,000 individual appraisals for 274 members.
7
Property Appraisal Services Proposal for: AssetWORKS
The Monroe County BOCC APPRAISAL
4. PROJECT APPROACH
4.1 PROJECT SCOPE
The scope of this project is focused on the inventory and valuation of owned -structures and contents. The resulting
data will provide current insurable values, adequate proof -of -loss documentation and the basis for insurance
premiums.
Project 'KickoffMeeting
Our project team will hold a comprehensive project -planning meeting with your representatives in advance to the start
of the fieldwork. We advise that members of the administrative staff or other directly involved personnel attend this
meeting.
Topics of discussion include confirmation of project scope and time frames, the physical appraisal schedule,
accessibility to buildings, contact person at each building or location, and availability and use of original purchase
records, assignment of database code numbers and associated descriptions for locations and buildings. This meeting
lays the foundation for the methods and procedures used during the onsite fieldwork.
Client Staff Expectations
AssetWorks believes that clients retain our services with the expectation that AssetWorks staff, as paid professionals
and consultants, will perform the necessary tasks in a high quality manner to successfully complete the project on time.
We do, of course, view our clients as active participants and anticipate their assistance with the following:
■ Pre -Project Planning and Announcement — AssetWorks will identify key items to have prepared for the
project kickoff meeting. We ask that you prepare a memo for staff members to announce the project and
give the general purpose and time frame.
■ Availability of Existing Building Records — AssetWorks will utilize existing records, as provided by the
District. Blueprints, for example, can aid in calculating square foot area.
■ Access to All Sites — AssetWorks appraisers will be granted access to all sites and buildings based on a
mutually agreed upon appraisal schedule.
Project `Closeout' Meeting
Upon completion of the on -site investigation, the AssetWorks project manager will conduct a final closeout meeting
with your staff. The focus is to ensure that all sites and properties have been accounted for and to answer any
questions that you might have. This is also the time at which your staff should ensure that they have transferred all
client supplied data to the project manager. Later delivery of data could delay final report processing.
8
Property Appraisal Services Proposal for:
The Monroe County BOCC
4.2 APPRAISAL SERVICES & PROCEDURES
GENERAL BUILDINGS & STRUCTURES
AssetWORKS
APPRAISAL
The buildings/structures subject to our survey will be carefully inspected and measured. Professional AssetWorks
appraisers will independently calculate the square foot area of each building appraised through the review of "as -built'
blueprints or physically measuring each building. Building photographs will be prepared for each structure to become
part of our proof -of -loss documentation, in addition to assisting with the valuation efforts. A description for each
building will be developed and recorded, depicting construction type and materials utilized.
Primary Construction, Occupancy, Protection, and Exposure (COPE) data includes:
a) Occup,
b) Constrl
c) Frame
d) Numbe
e) Conditi
f) Roof S'
g) Roof P
h) Roof S
i) Roof T,
j) Exterio
k) Year B
1) Found,
m)
Square Footage
n)
Ceiling
o)
Partitions/Interior Walls
p)
Updates (Roof/Bldg) Yr.
q)
Heating/Cooling Systems
r)
Flooring
s)
Electrical/Plumbing
t)
Elevators
u)
Identify Protection Systems
v)
Additional Features
w)
GPS Coordinates
x)
Flood Zone Classifications
During the office valuation portion of the engagement, property exclusions (those items not typically covered by an
insurance policy) will be segregated to properly report the site preparation and excavation, footings and foundations, and
a portion of plumbing costs (below grade).
Construction/ISO Classifications
In addition to the analysis of individual building components,
construction classes will also be recorded. ISO classes 1-6, as
defined by the Commercial Fire Rating Schedule (CFRS) are defined
in terms of the Marshall and Swift construction classes as follows:
ISO Class
M&S Class
Description
1
D
Frame/Combustible
2
C
Joisted Masonry
3
S
Noncombustible
4
C
Masonry Noncombustible
5
A
Modified Fire Resistive
6
B
Fire Resistive
E
Property Appraisal Services Proposal for:
The Monroe County BOCC
SPECIALIZED BUILDINGS & STRUCTURES
Water/Sewer Treatment Facilities
AssetWORKS
APPRAISAL
AssetWorks' approach to valuing water/sewer treatment facilities are performed on an itemized building and/or process
basis. The fieldwork should begin with a meeting between the project team and the plant manager or other delegate.
The following is verified:
■ Available blueprints/site map/processing summary info
■ Plant accessibility and available working time
■ Chaperone requirements and other safety requirements
Additional information on specific structures/equipment does not necessarily need to be discussed at the initial meeting
but at minimum would be obtained prior to the conclusion of fieldwork. This would include:
■ Plant design capacity — measured in "million gallon capacity per day treated" MGD
■ Plant original construction date
■ Plant addition dates
■ Drawings for original and additional (architectural drawings)
■ Plant flow diagram (used to establish numbering scheme)
■ Any "contractors cost breakdowns" for construction (original or additions)
■ Area to work from and be able to utilize drawings
Ideally, the plant walk-through will be done after the plan review since the availability of blueprints or other information will
determine which structures need to be physically measured. The plans may also provide info on the construction
classification and other building features and processing equipment.
Process Piping (underground) is typically excluded from property schedules for insurance purposes, however, should the
Client elect to include piping as an individual land improvement entry, we can comply.
Common processes and structures analyzed and included are:
■ Headworks (Influent Pump Station)
■ Clarifiers (Primary, Intermediate, Secondary)
■ Aeration Tanks/Ponds/Basins
■ Gravity Thickeners/Dewatering Buildings / Belt Presses
■ Digesters
■ Filters (Trickling, Biological, UV... etc.)
■ Sludge Drying Beds/Lagoons/Incinerators
■ Laboratories
■ Ozone Structures
■ Chlorine Contact Structures
■ Blower Buildings
■ Pump Stations / Equipment Galleries
10
Property Appraisal Services Proposal for: AssetWORKS
The Monroe County BOCC APPRAISAL
Historical Properties & Reproduction Cost
Historical properties are addressed on two levels, starting with the identification of subject properties. This is to be
completed by either obtaining a list of these properties from the Client or extracting buildings meeting a defined age
requirement, with the Client subsequently identifying which of those are to
be appraised with a reproduction cost as a historical property. The
second level is the actual appraisal itself. In order to perform a historical
property appraisal, components of the subject building must be identified
and appraised individually, building a segregated cost approach to
determine valuations on material that is like -kind as well as function.
Specialty attributes are taken into consideration and valued in terms of
reproduction as it relates to the subject building. The valuations for
historical properties are often complex and may be performed by a senior valuations expert from data recorded onsite
by our project team.
Swimming Pools
Outdoor swimming pools are included in our onsite inspections and typically all in -
ground concrete structures with pumps, filters, and chlorination equipment. If pools
are included for insurance purposes, costing breakdowns will be discussed in order to
determine what percentage used is 80% (the other 20% representing equipment).
The equipment may be included in the cost of the pool or included in the content value
of the building they are located. Large slides should be listed separately as additional
features. Other types of pools include wave, diving and wading pools.
*Key details are recorded for theses specialty structures for valuations, as follows:
■ Electrical Substation Equipment
o Substation Capacity
o Circuit Breaker Quantity, Type, Capacity
o Transformers, Quantity, Type, Capacity
o Structures (Control, Dead -Man, Other)
o Control Panel Details
o Accessory Equipment Details
■ Reservoirs & Water Containment Structures
o Type(concrete/steel/above-ground/in-ground)
o Capacity
o Construction Date & Cost
■ Pump Houses, Lift Stations, Wells, etc.
o Structure type, size/depth, services, & features
o Itemized equipment (type, capacity)
11
Property Appraisal Services Proposal for: AssetWORKS
The Monroe County BOCC APPRAISAL
VALUATION OF BUILDING CONTENTS "MODELING APPROACH"
Content values will be included based on the "modeling approach" that was developed to meet the valuation needs of
risk pools and public entities without the need for a detailed inventory. AssetWorks utilizes computer models of more
than 100 building types and their contents based on data gathered from thousands of appraisals over the past several
years. A field inspection of each building will be conducted in conjunction with the building inspection.
We will estimate the value of contents in a particular building by taking the square foot equipment value of a like facility
and applying it to the calculated area of the building. We can adjust the equipment value to account for variations
above or below the average value of equipment present at each facility. The adjustments are made based on a
physical walk-through of each building. The "modeling approach" is unique in that a reliable replacement cost estimate
of a building's contents can be generated without performing a lengthy and costly inventory.
VALUATION OF INSURABLE LAND IMPROVEMENTS I PROPERTY -IN -THE -OPEN (PITO)
AssetWorks will individually identify and value various insurable land improvements at each of your locations. These
assets include, but are not limited to signs, exterior lighting, fencing, flag poles, benches, trash receptacles, etc...
AssetWorks can provide an individual value for each asset or an aggregate value per site with a brief description of the
assets included.
VALUATION METHODOLOGY
Our investigation of each property will follow generally accepted appraisal techniques and valuations in accordance
with the Uniform Standards of Professional Appraisal Practice (USPAP). This includes the use of various research
sources to develop the cost conclusions for each building. Sources include price lists, trade journals, industry
publications, technical and pricing subscription services, engineering manuals and inquiries with local contractors as
well as direct cost research.
It is an ongoing task to not only identify but continuously substantiate values. Multiple sources of value exist, but to
rely on one can be dangerous as they all have positive points to pull from. Example sources of construction cost
information include:
■ Direct cost information from recent projects
■ Inquiries with local contractors and architects
■ US Department of Labor — Bureau of Labor Statistics
■ Marshall and Swift / Boeckh
■ RS Means Construction Cost Index
■ Reed Construction Data
■ Producer Price Index
12
Property Appraisal Services Proposal for:
The Monroe County BOCC
AssetWORKS
APPRAISAL
The offsite valuation portion of the project entails the research and calculations necessary to formulate replacement
costs, reproduction costs, and insurance exclusions, defined as follows:
Replacement Cost New is the amount required to reproduce property in like utility and function, in accordance
with current market prices for materials, labor, equipment, contractor's overhead, profit and fees, but with no provisions
for overtime or bonuses for labor and premiums for material or equipment, based upon replacing the entire property at
one time.
Cost of Reproduction New (Historical Properties) may or may not be applicable for this project but if
encountered, is the amount required to reproduce a duplicate or replica of the entire property at one time in like kind
and materials, in accordance with current market prices for materials, labor and manufactured equipment, contractor's
overhead, profit, and fees, but with no provisions for overtime, bonuses for labor, or premiums for material.
Insurance Exclusion is a provision in an insurance contract describing property, or types of property, that are not
covered by an insurance policy. Based upon a review of current District policy specifics, we can identify those items
specifically excluded under terms of the policy. The insurance exclusion amount is deducted from replacement cost to
arrive at an insurable value, specific to each structure.
Insurable Value is the Replacement Cost New less the Insurance Exclusions
PROJECT SCHEDULE & PROPOSED TIMELINE
AssetWorks' automated approach and depth of experienced staff qualify us to complete all phases of this project in a
timely fashion. Upon receipt of your authorization, AssetWorks will arrange a mutually agreeable schedule for the
project planning meeting and our on -site inspection. AssetWorks will complete all appraisals and deliver final reports
within 60 days from the time the project is awarded.
13
Property Appraisal Services Proposal for: AssetWORKS
The Monroe County BOCC APPRAISAL
4.3 DELIVERABLES
Preliminary electronic reports will be provided as well as hard -copy final reports.
CERTIFICATION LETTER
Certified appraisal reports are bound in an easy -to -read format. AssetWorks will provide a set of insurance summary
and insurance detail reports. The certified appraisal report will include the Letter of Certification, which will:
a) Identify the property appraised
b) State the purpose of the appraisal
c) Specify the appraisal date
d) Define the level of value sought and the premise of value employed
e) Describe the nature of the property included in and excluded from the appraisal
f) Discuss the appraisal investigation
g) Indicate the factual data considered
h) Present the conclusions of value
i) Outline the qualifying and limiting conditions
j) Include the signature of an authorized officer of the company
PRELIMINARY REPORTS
Electronic Data File
AssetWorks will provide you with
an electronic data file in
Microsoft Excel format. This
data file will include all building
features, COPE data, and
values that are displayed on our
building detail report. The data
will be provided to you in a
format that can be sorted and
edited by you to populate and
update your current statement of
values.
Draft Summary and detail reports will be sent via email in .pdf format for review. Our clients have two weeks from the
point of issuance to determine acceptability of the final data. Upon acceptance, AssetWorks will then prepare and
deliver final reports in electronic and hard -copy format.
14
Property Appraisal Services Proposal for:
The Monroe County BOCC
FINAL REPORTS
Insurance Summary Report —
Summary of values by location, this
report is provided in spreadsheet
format and includes the following
detail for each site:
1)Construction Classification
2) Property Description
3) Property Address
4) Year Built
5) Gross Square Footage
6) Schedule Summarizing
Replacement Costs
7) Exclusion Amounts
8) Content Values
AssetWORKS
APPRAISAL
Sample Summary Report
0WOrM05 SAMPLE CNY, WA Ad. 11129rD00
SEAM INSURANCE SUMMARY BY BUILDING Page. 1
Blidxg0mriltim Ysr ISO Nbt.d Squre Repleearett Exclutim Rqd erect lost Cortaka
Code Adder CiIV atilt Clr4N Staid FooYge CostNev Amoud ldsExtlrsi m Vdre
Erw.. N SAMPLE CITY
Slim M SAMPLE CITY HALL
1990 2
1,000
120,700
7,M
113,500
21,600
9562 ELK GROVE, CA 4
Ot
SAMPLE CITYHALL(PP27) 1981 4 3
109,843
11,990,000
8C.000
11.150,0DO
3229,400
101 WEST DOWNTOWN AVENUE HIDDEN CITY,OR 11111
Silelatdla N: As et Cori 2
110,843
12,110,700
847,200
11,263,500
3251,000
Skit
43 SAMPLE CITY PUBLIC SAFETY BUILDING
Ot
PUBLJC SAFETY BUILDING(PP31) 19M 5 3
133,D03
18.621,090
931.000
17.690,000
4958.400
1234 PUBLIC SAFETY LANE SAMPLE CITY, WA 99M
Silet"for Sk Aaft Cart 1
133,003
18.621,030
931.000
17,690,000
4,958,400
SNc
14 SAMPLE CONVENTION CENTER
01
CONVENTION CENTER(PP44) 1985 5 1
1®,000
25,704,000
1286,090
24,418,000
4,961,300
1234 CONVENTION CE NTER WAY SAMPLE CITY, MT OOOM
Sfl "W for it Awel Cart 1
1®,000
25,704,000
1986,030
24.418,m0
4,961, W
SI1e
12 SAMPLE FIRE ACADEMY 7RANNG SITE
02
SAMPLE BURN LAB AND DRILL TOWER (PP11) 1936 6 4
7,008
447,000
26,800
433,200
0
20DO WEST DAVID DRIVE SHERWOOD,WA 12345
SfleleWfortt Assd Cart 1
7,1208
447.000
26,800
420200
0
Skc
„ SAMPLE CENTRAL LIBRARY
Oi
SAMPLE LIBRA9Y(PP33) 1973 6 3
59,422
7,131,000
499.000
6,632,000
SA30,800
94209 READABOOK BLVD LIBRA, TX 54321
SMI&W lath ASSet Car[ 1
59,422
7,131,00D
499.000
6,632,000
5J530,800
Sample Value Comparison Report
i 1!17J2(M
City of Aurora
As of:
1CM12008
SOV SAMPLE
ensuranae summary by Building - SOV
Comparison
Pape: I
Bmikkng Dssorip"on
Rept—neent Cost
ReplaeemeM
Replacement
%
Coda
Adere .
Less Eaolusions
Cost - SOV
Cost Difference
Change
Entity: AUR CITY OF AURORA
Site:
001 CITY "ALL
1.01
CITY HALL
Building
302,500
138.877
163,d23
54_00%
2142D MAIN STREET NE
Contents
103,672
103.672
O
0.00 %
AURORA, OR 97002
Property in the Open
3.200
O
3.200
100.00 %
Notes: C+O: VARIOUS CITY DEPARTMENTS, POLICE DEPARTMENT. COUNCIL CMMBERS
LAND IMPROVEMENT:
CONCRETE PAVEMENT - 842 SF - 33.20D
Site total for 001:
BuNditp
302.500
138,877
163.623
54.00 %
ol Coants
103.672
103.672
0
0.00 %
Property in the Open
3,200
O
3.200
100.00 %
Site:
005 WATER RESERVOIR
5.02
WATER TABS
Buifdfng
232,700
138.877
93,823
40.31 %
14582 OTTAWAY ROAD HE
Contents
O
O
O
0.00 %
AURORA. OR 97002
Property in the Open
4.600
O
4.600
100.00 %
Notes: DIAMETER a 41-W. HEIGHT-28A3'. CAPACITY .
294,000 GAL, SERIAL IMD10184
BOOSTER PUMP STATION AT THE SAME SITE, OATS GBERATOR S RA1S® DIESEL FlS3 TANK NEXT TO PLOW STATION.
LAND M'ROMIEMEMT
Ctthi! INK FENC11,43 WMARBED WIRE - 25OLF AT 1O' HIGH .. 340M
Site total for Gas-
BuNdiag
232,700
138.877
93,823
40-31 %
Contents
0
O
0
0.00 %
Property in the Open
4,600
0
4,600
100.00 %
Site:
004 PUBLIC RESTROOM
6.01
RESTROOM OULD143
BuNding
116.100
127,883
-11.723
-10.00 %
SECONDSREET NE
Contents
7X49
7.649
O
0.00%
AURORA, OR 97002
Property in the Open
O
O
O
0.00 %
site total for ssd:
BuNding
116.150
127.883
-11.723
-10.09 %
Contents
7.649
7.849
0
ODO %
Property in the Open
O
O
O
ODO %
15
Property Appraisal Services Proposal for: AssetWORKS
The Monroe County BOCC APPRAISAL
Insurance Detail Report — Provides detail information on a per building basis. This report includes, but is not limited
to the following:
1) Site Name
2) Building Name
3) Building Address
4) Occupancy and/or function of facility or building
5) Construction/ISO Classification
6) Year Built
7) Square Feet
8) Narrative Description
9) COPE Data (Primary & Secondary)
10) Replacement Cost New
11) Exclusion Amount
12) Content Value
Sample Insurance Detail Report
'04/17/2008 Demonstration Risk Pod As of: 04130/20081
DB03X Building Detail Report Page: 1
Entity:
001 SAMPLE RISK POOL
Site:
002 DEMONSTRATION ELEMENTARY SCHOOL
Building:
01 ELEMENTARY SCHOOL
200 ANY STREET
ANY CITY, US 00000
Department:
2008 2008 APPRAISAL
Year Bulk,:
2000 Year Acquired: 2000
Nbr. of Stories:
1 Square Footage: 91,539
Basement:
NO Adds/Renovations: NO
Occupancy.
SES SCHOOL -ELEMENTARY
Frame Type:
ST STEEL
ISO Class:
4 MASONRY NON COMBUSTIBLE
GPS Latitude:
34°57.867N
GPS Longitude:
081'14.340W
Flood Zone:
A
Fire Protection:
INTRUSION SYSTEM
FIRE ALARM - MANUAL
FIRE ALARM - AUTOMATIC
SPRINKLER SYSTEM (100%)
GENERAL BUILDING CHARACTERISTICS
Exterior Walls:
DECORATIVE CONCRETE BLOCK, BRICK ON MASONRY
Roofing:
90% METAL - MEDIUM PITCH, 10% MEMBRANE - FLAT
Foundation:
CONCRETE SLAB ON GROUND, CONCRETE FOOTING FOUNDATION
Floor Finish:
CARPETING, VINYL
Ceiling Finish:
ACOUSTICAL, DRYWALL
Partitions:
CONCRETE BLOCK, DRYWALUSTUDS
Services:
Features:
ELECTRICAL
BUILT-INS (CABINETS, LOCKERS, BOOKCASES)
PLUMBING
COVERED ENTRANCE WAY
HEATING/AIR CONDITIONING (HEAT PUMP)
COVERED WALKWAY
UNIT HEATERS
BACKUP GENERATOR
AIR CONDITIONING - UNIT
EXTERIOR SECURITY LIGHTING
SECURITY CAMERA SYSTEM
Notes: ROOF REPLACED - 2004
AVERAGE WALL HEIGHT = 14' ROOF STRAPS - YES
PERIMETER WALL LENGTH = 2,886 LF
VALUATION CONCLUSIONS
Replacement Cost New:
Exclusion Amount:
Replacement Cost Less Exclusions:
Contents Value:
Property In The Open:
13,313,
798,
12,514,
1,688,
120,
Total Insurable Replacement Cost:
IL
14,323,
Property Appraisal Services Proposal for:
AssetWORKS
The Monroe County BOCC APPRAISAL
5. PERSONNEL QUALIFICATIONS
AssetWorks is a corporation and the core of our success is our dedicated and qualified personnel. Our asset services
professional staff is compromised of consultants possessing backgrounds in a wide range of specialties, including
architecture, engineering, construction estimating, accounting, real estate, finance, and business management.
Members of our staff maintain affiliations with various professional associations focusing on the American Society of
Appraisers (ASA). AssetWorks has a unique combination of highly skilled professionals and cutting edge technology
that allows us to assess, execute, and support each client's specific valuation requirements in a professional, timely,
and cost effective manner. AssetWorks proposes the following appraisal team to the Monroe County BOCC:
Professional Affiliations
USPAP — Uniform Standards of
Professional Appraisal Practice
Certification
Property Focus
Machinery & Technical
Specialties
Buildings & Structures
Land & Improvements
Valuations Focus
Replacement Cost New
Reproduction Cost New
Fair Market Value
Historical Costs for GASB
34/35
JUSTIN DEEM
Project Manager
Pittsburgh, PA
Mr. Deem is a regional manager and senior appraiser with AssetWorks, Inc.
He has been serving our clients since 2003 and his tenure with AssetWorks
has included the execution of various insurance appraisal projects and asset
inventory studies for risk pools, states, municipalities, school districts, and
several other public sector entities. He is responsible for the management of
staff and quality control of projects managed in the east/southeast region of
the United States.
Mr. Deem possesses technical expertise in the procedures and
methodologies used to value machinery and equipment, buildings and
building services, infrastructure, land improvements, and land parcels. He
possesses a practical knowledge and understanding of Generally Accepted
Accounting Principles (GAAP); Government Accounting, Auditing, and
Financial Reporting (GAAFR); Governmental Accounting Standards Board Statement 34 (GASB 34); and various
other audit concerns related to capital asset reporting. Mr. Wilderspin is also experienced in providing insurance
replacement and proof -of -loss information to our clients to assist in addressing their insurance reporting needs.
A sampling of projects Mr. Deem has managed or worked on includes:
• South Carolina School Boards Insurance Trust, SC
• New Hampshire Public Risk Management Exchange (PRIMEX)
• Atlanta Public Schools, GA
• Detroit Public Schools, MI
• Preferred Government Insurance Trust, FL
• City of Atlantic Beach, FL
• Muncie Community Schools, IN
• Etc...
17
Property Appraisal Services Proposal for:
The Monroe County BOCC
Professional Affiliations
USPAP — Uniform Standards of
Professional Appraisal Practice
Certification
Property Focus
Machinery & Technical
Specialties
Buildings & Structures
Land & Improvements
Valuations Focus
Replacement Cost New
Reproduction Cost New
Fair Market Value
Historical Costs for GASB
34/35
AssetWORKS
APPRAISAL
CHRISTAIN GUTIERREZ
Data and Report Processing
Miami, FL
Chris Gutierrez has been an integral part of the AssetWorks group since
2001. He is responsible for the management and oversight of the
Information Services Group. These responsibilities include software project
management, data processing, data conversions, appraisal report
compilation, software development, software support, project planning, and
quality control.
Mr. Gutierrez also served as a staff appraiser for two years. As a staff
appraiser, he possesses a practical knowledge and understanding of
Generally Accepted Accounting Principles (GAAP); Government Accounting,
Auditing, and Financial Reporting (GAAFR); Governmental Accounting
Standards Board Statement 34 (GASB 34); and various other audit concerns
related to capital asset reporting.
18
Property Appraisal Services Proposal for: AssetWORKS
The Monroe County BOCC APPRAISAL
6. OPTIONAL SERVICES
Along with our standard Insurance Appraisal Services, AssetWorks is please to introduce you to our optional services.
These provide additional valuations, underwriting data, and methods of perpetuation to manage and update appraised
values and data established as a result of our initial study. These services include:
6.1 BUILDING DIAGRAMS
If desired, AssetWorks can provide a one dimensional drawing of each structure that illustrates the exterior footprint of
the building can be provide with each building appraisal.
6.2 ANNUAL UPDATE SERVICE (TRENDING OF INSURABLE VALUES & APPRAISAL OF
NEWLY CONSTRUCTED/ACQUIRED STRUCTURES)
AssetWorks will apply detailed trend factors to the existing buildings, contents, and other related values for the purpose
of updating each building's insurable values. The trend factors used are developed based on a variety of factors
including the Consumer Price Index, the Marshall & Swift Valuation Guide, the Handy -Whitman Index, and the
increase/decrease in the cost of materials, technology equipment advancement, etc. After the trending is complete,
AssetWorks will provide a complete set of updated insurance reports.
AssetWorks is also proposing to provide the County with annual on -site appraisals of newly constructed/acquired
structures. AssetWorks will follow the same policies and procedures as described in this proposal for the appraisal of
new buildings. These building will be added to the database of existing buildings and will be included with the updated
reports on an annual basis.
6.3 ADDITIONAL I SECONDARY COPE DATA COLLECTION
Due to the fact that data modeling continues to be a major influence on the pricing of retailer's property programs,
basic COPE data is not enough to guarantee the best pricing. Many retailers are adding secondary data to their
submissions in order to get favorable underwriting evaluations.
Secondary COPE Data — GENERAL
■ Distance to Nearest Fire Hydrant ■ Year of Last Plumbing Upgrade
■ Distance to Nearest Fire Department ■ Year of Last HVAC Upgrade
■ Distance to Nearest Ocean/Gulf ■ Year of Last Roof Replacement
■ Year of Last Electrical Upgrade
WE
Property Appraisal Services Proposal for: AssetWORKS
The Monroe County BOCC APPRAISAL
Secondary COPE Data — WIND
■ Cladding Type
0 Mechanical & Electrical Systems (Building
■ Wind Resistance — Windows
Side Only)
■ Roof Framing Type
S External Ornamentation
■ Roof Geometry
■ Wind Resistance — Doors
■ Architectural Elements
M Roof Parapets
■ Mechanical & Electrical Systems (Ground
M Roof Covering
Level Only)
M Flood Protection
■ Roof Age
Secondary COPE Data — EARTHQUAKE
■ Setbacks & Overhangs
M Tank
■ Cladding Type
■ Shape Configuration
■ Ornamentation
M Building Exterior
■ Pounding
See "Attachment A" of the Proposal for a Detailed Description of Each Secondary Wind and Earthquake
Characteristic Listed Above.
6.4 ASSETMAXXrM WEB -BASED PROPERTY MANAGEMENT SYSTEM
Easy asset maintenance and overall system navigation are the cornerstones of the AssetMAXX design.
AssetMAXX has a general look and feel that users are accustomed to when using the web.
We are pleased to offer AssetMAXX, a web -based program allowing users to securely maintain, collect, and retrieve
data over the World Wide Web. AssetMAXX allows for the tracking and updating of real property structures for
insurance reporting and insurance placement purposes. AssetMAXX is the most comprehensive and flexible property
management tool available in the property tracking industry. Because AssetMAXX is a web -based solution, it provides
users with significant advantages over traditional client -server or stand-alone software:
■ With AssetMAXX, users access the application via the internet (Dial -up or Network).
• AssetMAXX Avoids the need for the large initial capital outlay generally associated with software purchases.
■ Users "rent" the application and access it over the web, eliminating the added internal need for costly
hardware and time consuming maintenance.
■ Application and data are housed on AssetWorks' hardware at the AssetWorks' data center in Wayne, PA.
This ensures that the system is always optimally configured.
AssetMAXX encompasses all areas of capital asset and real property tracking and reporting to include:
■ Fast, reliable and easy access to data
■ Secure server location and administration
20
Property Appraisal Services Proposal for: AssetWORKS
The Monroe County BOCC APPRAISAL
■ Secure authentication, data encryption and user log for accountability
■ Supports unlimited number of users
■ Multiple levels of security and access permissions
■ Digital photo interface
■ Both standard and ad hoc reporting features
■ Multiple user defined fields
■ Data import and export capabilities
The AssetMAXX pricing schedule is subscription based. Users pay a fixed monthlylannual fee, which
provides them with access to their database. The monthly fee includes:
■ 24 hour access to AssetMAXX
■ All license and maintenance fees
■ Unlimited help desk support
■ Automated trending of values
■ All system maintenance (database administration, network maintenance, etc...)
TRY THE ON-LINE DEMOI @ www.assetmaxx.com
21
Property Appraisal Services Proposal for: AssetWORKS
The Monroe County BOCC APPRAISAL
7. LITIGATION
(a) Has the Proposer ever failed to complete work or provide the services for which it has contracted? (If yes, provide details.)
NO
(b) Are there any judgments, claims, arbitration proceeding or suits pending or outstanding against the Proposer,
or its officers or general partners? (If yes, provide details.)
NO
(c) Has the Proposer, within the last five (5) years, been a party to any lawsuit or arbitration with regard to a
contract for services, goods or construction services similar to those requested in the RFP? (If yes, the Proposer
shall provide a history of any past or pending claims and litigation in which the Proposer is involved as a result of
the provision of the same or similar services which are requested or described herein.)
NO
(d) Has the Proposer ever initiated litigation against the county or been sued by the county in connection with a
contract to provide services, goods or construction services? (If yes, provide details.)
NO
(e) Whether, within the last five (5) years, an officer, general partner, controlling shareholder or major creditor of
the Proposer was an officer, general partner, controlling shareholder or major creditor of any other entity that failed
to perform services or furnish goods similar to those sought in the request for proposals.
NO
22
Property Appraisal Services Proposal for:
The Monroe County BOCC
B. COUNTY FORMS
SEE FOLLOWING PAGES
AssetWORKS
APPRAISAL
23
Property Appraisal Services Proposal for: AssetWORKS
The Monroe County BOCC APPRAISAL
9. PROJECT FEES
All professional fees outlined below are in US Dollars and include out-of-pocket expenses. All appraisal fees
are contingent based on the total number of buildings appraised. The TOTAL investment is as follows:
Standard AssetWorks Appraisal $95 per building
o Appraisal of Buildings/Structures
o Primary COPE Data (Includes GPS Coordinates)
o Value Comparison Reports
o Modeling of Building Contents
o Classification of Flood Zones
o Valuation of Insurable Land Improvements/PITO
Estimated Cost for the Appraisal of an Estimated 88 Individual Structures Listed on the
Current Property Schedule Provided by the City $8,360
Optional Services
■ Building Diagrams
■ Annual Update Service — Value Trending
■ Annual Update Service — Apprasial of New Buildings
■ Collection of Secondary COPE Data — General
■ Collection of Secondary COPE Data — Wind
■ Collection of Secondary COPE Data — Earthquake
■ AssetMAXX (1 year subscription)
(Includes 1 user & 1 "view only" account)
RESPECTFULLY OFFERED BY: ACCEPTED BY:
Monroe County BOCC
AssetWORKS
APPRAISAL
Shaun M. Callahan
Vice President
September 24, 2010
Signature
Name
Title
Date
Initial Here
$10 per bldg
$995 per year
$135 per building
$2,700 minimum fee
Available Upon Request
Available Upon Request
Available Upon Request
1 Year FREE Trial
$1, 500 per year (future)
24
f
Property Appraisal Services Proposal for:
The Monroe County BOCC
10. TERMS & CONDITIONS
AssetWORKS
APPRAISAL
AssetWorks standard terns and conditions are as follows. Upon award of the project, AssetWorks will work
with the County to establish a mutually agreeable set of contract terms and conditions.
1) AssetWorks shall provide guidance to the CUSTOMER in determining the data required for purposes of the
contemplated services. The CUSTOMER further agrees to provide all data specifically requested, including
documentation and information to AssetWorks in a timely manner. AssetWorks shall assume without
incurring liability therefore, that all data so provided is correct and complete.
2) In the event that the CUSTOMER provides additional an/or corrected data, documentation and information at
a later date, AssetWorks' efforts with respect to such additional and/or corrected data, documentation and
information shall be deemed additional services and compensated in addition to the fees set forth herein
based on applicable hours, professional fees and expenses.
3) The CUSTOMER acknowledges project completion upon delivery of final reports. Final report delivery
occurs only upon either acceptance of the preliminary reports data by the CUSTOMER or upon the passing
of the two -week (10 business days) period of time after preliminary report delivery, whichever comes first.
4) The fees proposed in this contract are valid for a period of 90 days.
5) To the extent a claim is not covered by the required insurance, each party agrees that each party's total
liability for any and all damages whatsoever arising out of or in any way related to this Agreement from any
cause, including but not limited to negligence, errors, omissions, strict liability, breach of contract or breach of
warranty shall not, in the aggregate, exceed the total amount of this Agreement. To the extent a claim is
covered by the required insurance, each party's total liability will be limited to the amount of required
insurance.
6) CUSTOMER and AssetWorks shall each retain ownership of, and all right, title and interest in and to, their
respective pre-existing Intellectual Property, and no license therein, whether express or implied, is granted by
this Agreement or as a result of the Services performed hereunder. To the extent the parties wish to grant to
the other rights or interests in pre-existing Intellectual Property, separate license agreements on mutually
acceptable terms will be executed.
25
Monroe County Property Worksheet
Static Information
Code
Occupancy Name
Address
City
State
Zip
Construction
Year
Built
# of
Stories
Square
ISO
Class
Footage
Fire Station #9
Big Copptt
BC1
Ambulance Station
28 Emerald Rd.
Key
FL
33040
masonry NC
1991
1
6 440
4
Big Pixie
BP1
Fire Station #13
390 Key Deer Blvd.
Key
FL
33043
Concrete
2009
unknown
8,189
unknown
Senior Citizen
Big Pine
BP2
Center/HARP Bldg
380 Key Deer Blvd.
Key
FL
33043
wood
1970
1
1,750
1
213 Key Deer Blvd.,
Big Pine
BP5
Library
#11 & #12
Key
FL
33043
steel/concrete
1984
1
3 6tI0
4
Conch
COS
Fire Station
10 Conch Ave
Key
FL
33050
,1M
1970
1
3,451
2
Sheriffs Sub
Cudjoe
C.i3
Station/Ambulance
20950 Overseas Hwy
Key
FL
33050
.lM
1989
1
2,430
2
Islamorad
I01
Library
2331 Overseas Hwy
a
FL
33036
fire resistive
1937
1
6,696
6
K01
Library
101485 Overseas Hwy
Key Largo
FL
33081
masonry NC
1989
1
12,077
4
Aviation Sheriffs Office
Monroe Cty Sheriffs
MOD
Office
10100 Overseas Hwy
Marathon
FL
33050
Metal
2004
1 1.5
21,210
M01
Sub-Courthouse/Offices
3117 Overseas Hwy.
Marathon
FL
33050
,iM
1976
1
4,008
2
Sheriffs Sub-
M02
Station/Offices
3103 Overseas Hwy.
Marathon
FL
330501
JM
1973
1
6 990
2
M05
Library
3251 Overseas Hwy.
Marathon
FL
33050
JM
1984
1
7,028
2
MO6
Senior Citizen Center
33rd Street - Guff
Marathon
FL
33050
frame
1979
1
1,783
1
M07
Health Department
3333 Overseas Hwv.
Marathon
FL
33050
masonry NC
1997
1
4 9W
4
Marathon Airport
I
-t
M10
Complex
9480 Overseas Hwy.
Marathon
FL
33050
masonry NC
1964
1
40,146
4
To include Terminal Building, Air Chiller Building, various T Hangers, DAV Hall, Generator Building, Wast Disposal Plant, Sheriffs Hanger and Antique
Aircraft Hai
M11
Public Works Offices
10600 Aviation Blvd.
Marathon
FL
33050
JM
1976
1
1,800
2
Fleet Maintenance
M12
Facility
10600 Aviation Blvd.
Marathon
FL
33050
masonry NC
1995
2
8 500
4
Government Center
M17
Annex
490 63rd Street
Marathon
FL
33050
masonry NC
1970
1
10,074
4
Marathon Gov.
M20
I CenteriEOC
2790 Overseas Hwy,
Marathon
FL
330501
masonry NC
1993
2
1 23,250
4
bidg owned by state
No
construction is
Code
Sheriff Dispatch Center
2796 Overseas Hwy.
Marathon
FL
33050
needed
M22
Detention Facility
3981 Ocean Terrace
Marathon
FL
33050
masonry NC
19W
1
7,303
4
Shenffs Special
6 Coco Plum Rd.
M99
Operations
(Leased)
Marathon
FL
33050
wood/concrete
1970
2
5,270
Static information is based on best available information. Proposers will be required to develop their own Static Information anc
incorporate it in their final report
Monroe County Property Worksheet
Static Information
Code
Occupancy Name
Address
Citv
State
Ztg
Construction
Year
Built
# of
Stories
Sauare
ISO
Class
Footage
Governmental
CtrlCourthouse;
Plantation Key Sheriffs
Station (previously
known as the Old
Plantation
P01
MarinersHospital)
50 HWhpoint Rd.
Key
FL
33070
masonry NC
1977
2
21.988
4
Spotswood Btdg:
Sheriffs Sub -Station,
Facilities, Maintenance,
Growth Migmt &
Plantation
P02
Roads/Bridges
88770 Oversas Hwy.
Key
FL
33070
JM
1959
1
5182
2
Plantation
P05
Public Works Offices
103 Key Heights Dr.
Key
FL
33070
JM
1960
1
2,437
2
County OfficesfEllis
Bldg.; Plantation Key
Courthouse & Monroe
88800 - 88820 US Hwy.
Plantation
P10
Cty Public Works
#1
Key
FL
33070
woodfconcrete steel
1987
2
8,400
2
Plantation
P11
Detention Facility
53 Highpoint Rd.
Key
FL
33070
masonry NC
1990
1
5.500
4
Stock
SO4
Bayshore Manor
5200 College Rd.
Island
FL
33040
frame
1947
1
8,066
1
S09
Detention Facility
5501 College Rd.
Stock
Island
FL
33040
fire resistive
1994
3
183,500
6
S11
Sheriff Admin, Bldg.
5525 College Rd.
Stock
Island
FL
33040
fire resistive
1996
3
29,660
6
170901 Highway #1
T01
Health Clinic
(Rear)
Tavernier
FL
33040
NC
1937
1
2,590
3
Plantation Key Fleet
Maintenance - Storage
& Equipment for Road
Dept (old motel, plan to
P17
sell it)
186 Key Heights Dr
Tavernier
FL
Fire & Ambulance
T03
Station
151 Marine Ave.
Tavernier
FL
33040
masonry NC
1970
1
6,711
4
W01
Courthouse
5W Whitehead St.
Ke West
FL
33040
bnck/concrete/JM
1890
2
19135
2
W02
Annex/Courtrooms
510 Whitehead St.
Key West
FL
33040
fire resistive
1968
4
60,215
6
W05
Lighthouse Museum
938 Whitehead St.
Key West
FL
33040
frame
1928
1
2,950
1
Justice BldglRecord
W09
Storage
530 Whitehead St
Key West
FL
1 33040
JM
1987
3
27,400
2
W10
Library
700 Fleming St,
Key West
FL
33040
JM
1968
1
13,137
2
Senior Citizen Nutrition
W11
Center
1 1200 Truman Ave.
Key West
FL
33040
NC
1954
1 1
4,100
3
Harvey Government
1
W14
Center
1200 Truman Ave.
Key West
FL
33040
JM
1914
2
26,EL50
2
Static Information is based on best available information. Proposers will be required to develop their own Static Information ant
incorporate it in their final report
ov '
Monroe County Property Worksheet
Static Information
Code
Occuvancv Name
Address
City
State
Construction
Year
Built
## of
Stories
Square
ISO
Class
Footage
Governmental
Ctr/Courthouse;
Plantation Key Sheritrs
Station (previously
known as the Old
Plantation
P01
MarinersHospital)
50 Highpoint Rd.
Key
FL
33070
masonry NC
1977
2
21.988
4
Spotswood Bldg:
Sherdrs Sub -Station„
Facilities, Maintenance,
Growth Mkgmt &
Plantation
P02
Roads/Bridges,
88770 Oversas Hwy.
Key
FL
33070
JM
1959
1
5,182
2
Plantation
P05
Public Works Offices
103 Key Heights Dr..
Key
FL
33070
JM
1960
1
2,437
2
County Offices/Ellis
Bldg_; Plantation Key
Courthouse & Monroe
888M - 88820 US Hwy.
Plantation
P10
Cty Public Works
#1
Key
FL
33070
wood1concrele steel
1987
2
8,400
2
Plantation
P11
Detention Facility
53 Highpoiint Rd.
Key
FL
33070
masonry NC
1990
1
5.500
4
Stock
SO4
Bayshore Manor
5200 College Rd.
Island
FL
33040
frame
1947
1
8,066
1
S09
Detention Facility
5501 College Rd.
Stock
Island
FL
33040
fire resistive
1994
3
183,500
6
S11
Sheriff Admin. Bldg_
5525 College Rd.
Stock.
Island
FL
33040
fire resistive
1996
3
29,660
6
170901 Highway#1
T01
Health Clinic
(Rear)
Tavernier
FL
33040
NC
1937
1
2,590
3
Plantation Key Fleet
Maintenance - Storage
& Equipment for Road
Dept (old motel, plan to
PIT
sell it)
186 Key Heights Dr
Tavernier
FL
Fire & Ambulance
T03
Station
151 Marine Ave.
Tavernier
1 FL
330401
masonry NC
1970
1
6,711
4
W01
Courthouse
500 Whitehead St.
Key West
FL
33040
brick/concrete/JM
1890
2
19135
2
W02
AnnextCourtrowns
510 Whitehead St.
Key West
FL
33040
fire resistive
1968
4
60,215
6
W05
Lighthouse Museum
938 Whitehead St.
Key West
FL
33040
frame
1928
1
2,9W
1
Justice BidgJRecord
W09
Storage
530 Whitehead St
Key West
FL
33040
JM
1987
3
27,400
2
W10
Library
700 Fleming St
Key West
FL
33040
JM
1968
1
13,137
2
Senior Citizen Nutrition
W11
Center
1 1200 Tm man Ave.
1 Key West
1 FL
1 330401
NC
1954
1
1 4,100
3
Harvey Government
I
1
W14
Center
1200 Truman Ave.
Ke West
FL
33040
JM
1914
2
26,850
2
Static Information is based on best available information. Proposers will be required to develop their own Static Information ant
incorporate it in their final report
4 jf
Monroe County property Worksheet
Static Information
Code
Occuaancy Name
Address
City
State
T� Construction
Year
Built
# of
Stories
5auar
ISO
Class
Footage
Airport Terminal &
3491 - 3493 S.
W16
supporting structurds
Roosevelt Blvd_
Key West
FL
33040 masonry NC
1957
2
23,761
4
To include arrival terminal, departure terminal, annex, orig fire house, (used for storage & admin offices), 2 generator bldgs, bag make up building, VCB,
fire station teen center, tax collector blda, historical bunker & naviocitional 1 runwav sionaue & equipmennt -- CO Issued with ma a nsionin 2009
Arnold Airport Terminal
3491 - 3493 S.
W 16
Annex
Roosevelt Blvd.
Key West
FL
33040
masonry NC
1998
2
13,335
4
3491 - 3493 &
W16
Tax Collectors Office
Roosevelt Blvd.
Key West
FL
33040
masonry NC
1968
1
2,592
3491 - 3493 S.
W16
Boys & Girls Club
Roosevelt Blvd..
Key West
FL
33040
mason NC
1971
1
4,540
County Garage -
Monroe Cty Public
W23
Works
3583 S. Roosevelt Blvd.
Key West
FL
33040
masonry NC
1984
1
2.820
4
Gato Building &
W24
I Generator
1100 Simonion St.
Key West
FL
33040
fire resistive
1916
2
42,556
6
Pigeon
PK1
Section Gang Quarter
Pigeon Key Island
Key
FL
.iM
1909
1
2,869
Assistant Bridge Tener
Pigeon
PK2
House
Pigeon Kev Island
Key
FL
JM
1912
1
904
Assistant Paint
Pigeon
PK3
Foreman's House
Pigeon Key Island
Key
FL
JM
1912
1
850
Pigeon
PK4
Bridge Worhers Dorm
Pigeon Key Island
Key
FL
JM
1912
1
1,364
Pigeon
PK5
Bridge Tenders House
Piaeon Key Island
Key
FL
JM
1912
1
1,796
Bridge Foreman's
Pigeon
PK6
House
Pigeon Key Island
Key
FL
JM
1912
1
814
Pigeon
PK7
Honeymoon Cottage
Pigeon Key Island
Key
FL
JM
1951
1
247
Pigeon
PK8
Negro quarters
Pigeon Key Island
Key
FL
JM
1912
1
470
Pigeon
PK9
Generator Building
Pigeon Key Island
Key
FL
JM
1912
1
470
Pigeon
PK10
Garage Building
Pigeon Key Island
Key
FL
JM
1951
1
750
Pigeon
PK11
Restroorn Building
Pigeon Key Island
Key
FL
JM
1912
1
300
Dwelling
601 Sands Rd.
Key
FL
33043
CBS
1978
1
1,883
Government & Cultural
UK-K14
Bldg
102050 Overseas Hwy
Key West
FL
33040
fire resistive
2007
2
LK-W42
Freeman Justice Bilding
302 Fleming St
Key West
FL
33040
fire resistive
2007
3
County Offices
56639 Overseas Hwy
Marathon
FL
33050
fire resistive
2008
1
8,648
TBD
East Martello - Citidel
3501 S_ Roosevelt Blvd
Key West
FL
33040
Static Information is based on best available information. Proposers will be required to develop their own Static Information ant
incorporate it in their final report
f
Monroe County Property Worksheet
Static Information
Code
OccrroancV Name
Address
City
State
Zip Construction
Year
Built
# of
Stories
Sauare
ISO
Class
Foota a
TBD
East Martello - Battery
3501 S_ Roosevelt Blvd
Key West
FL
33040
TBD
Station
6180 2nd Ave.
Key West
FL
33M
Static Information is based on best available information. Proposers will be required to develop their own Static information anc
incorporate it in their final report