07/20/2011 AgreementDANNY L. KOLHAGE
CLERK OF THE CIRCUIT COURT
DATE: November 4, 2011
TO: Maria Slavik
Risk Administrator
FROM: Isabel C. DeSantis, D.
At the July 20, 2011, Board of County Commissioner's meeting, the Boardapproved the
following:
Item C5 Rescission of Professional Appraisal Agreement executed by the Mayor on
12/15/10 and replacement with a new Professional Appraisal Agreement; and Board approval of
an additional $2,000 to be used at the discretion of the Risk Administrator to cover the cost of
unforeseeable issues that may arise during the appraisal.
Attached is an electronic copy of the above - mentioned for your handling. Should you
have any questions please do not hesitate to contact this office.
cc: County Attorney via e -mail
Finance
File;
PROFESSIONAL APPRAISAL AGREEMENT T'
THIS AGREEMENT ( "Agreement ") is made and entered into this 10 ~dayaf a
1 2011 by and between Monroe County, a political subdivision of the
State of Florida ( "County "), and AssetWorks 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.
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.
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 will be compensated for any buildings above and beyond 88 in the
amount of $95.00 per building. 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.
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
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Agreement or their authorized representatives shall have reasonable and timely
access to such records of each other party 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 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
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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 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
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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 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 VIII 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.
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
0
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.
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.
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IN WITNESS WHEREOF, the parties hereto have caused these presents
to be executed on the day of A 20It
(SEAL) BOARS OF COUN TY
COVNTYCOMMISSIONERS
MONROE COUNTY, FLORIDA
Attest: DA►INY L. KOLHAGE, CLERK
Deputy Clerk
(CORPORATE SEAL)
ATTEST:
By —
Title:
V69
I C 1 30
.-
by
Mayor /Chairman
AssetWorks Appraisal
By
Print Name: Michael B. Borello
VP - Appraisal Division
r I
err
Attachment A
AssetWorks Proposal Response
September 24, 2010
Monroe County Purchasing Office
Monroe County BOCC
1100 Simonton Street, Room 1 -213
Key West, FL 33040
RE: Appraisal 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
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1. EXECUTIVE SUMMARY
CONSTELLATION AssetWorks, Inc. is a wholly owned subsidiary of Constellation Software, Inc.
SOFTWARE Constellation Software, Inc. is an international provider of market - leading
INC:. 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
■ Data Integrity Review — ISG Processor
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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.
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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.
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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
sbarroso cDkeyewestcity.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(ocityofsunrise.org
Scope: AssetWorks successfully appraised all owned buildings in 2007 and has provided value update services
through 2009.
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City of Lakeland, FL
Karen Lukhaub
520 N. Lake Parker Avenue
Lakeland, FL 33803
863 -834 -6799
Karen. Iukhaub(ccDlakelandgov.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(cilpublicrisk.com
Scope: Between 2008 and 2010, AssetWorks successfully completed a 3 phase appraisal project that included the
appraisal of all PGIT members. The appraisals consisted of over 8,000 individual appraisals for 274 members.
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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 `Kickoff Meeting
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.
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4.2 APPRAISAL SERVICES&PROCEDURES
GENERAL BUILDINGS&STRUCTURES
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) Occupancy Type m) Square Footage
b) Construction/ISO Class n) Ceiling
c) Frame Type __ o) Partitions/Interior Walls
d) Number of Storiesr ! p) Updates(Roof/Bldg)Yr.
f —.dm.
e) Condition f ` ' r q) Heating/Cooling Systems
f) Roof Shape --
P � r) Flooring
g) Roof Pitch A:.'',. a+. s) Electrical/Plumbing
h) Roof Strapping 4 --_
pp 9 '0"11 t) Elevators
i) Roof Type u) Identify Protection Systems
j) Exterior Walls ~ _ I v) Additional Features
k) Year Built s w) GPS Coordinates
I) Foundation/Footing 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, ISO Class MSS Class Description
construction classes will also be recorded. ISO classes 1-6, as t D Frame/Combustible
2 C foisted Masonry
defined by the Commercial Fire Rating Schedule(CFRS)are defined 3 S Noncombustible
4 C Masonry Noncombustible
in terms of the Marshall and Swift construction classes as follows: 5 A Modified Fire Resistive
6 B Fire Resistive
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Property Appraisal Services Proposal for: As s e t WQR K S
The Monroe County BOCC APPRAISAL
SPECIALIZED BUILDINGS&STRUCTURES
Water/Sewer Treatment Facilities
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
t_
■ Filters(Trickling, Biological, UV... etc.)
• Sludge Drying Beds/Lagoons/Incinerators
• Laboratories -119MA -
• Ozone Structures •" "' ,MI!
• Chlorine Contact Structures
• Blower Buildings
• Pump Stations/Equipment Galleries
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Property Appraisal Services Proposal for: AS s e t WQR K S
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
11pro1, . '' "
perty appraisal, components of the subject building must be identified
33
and appraised individually, building a segregated cost approach to
i ' Fsi - determine valuations on material that is like-kind as well as function.
..- . I-ram .
-- 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 poolsir
are included for insurance purposes,costing breakdowns will be discussed in order to d.
determine what percentage used is 80% (the other 20% representing equipment). r '� ;.
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
a,.
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)
19
Property Appraisal Services Proposal for: AS S e t WOR K S
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. Afield 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
The offsite valuation portion of the project entails the research and calculations necessary to formulate replacement
Im
Property Appraisal Services Proposal for: ASSetWORKS
The Monroe County BOCC APPRAISAL
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.
21
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.
22
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
GO& Asses
EIMyi It SAMPLE CRY
SMe M SAMPLE QTY MALL
SAMPLE CIrY,WA Asot 11 2"IM
11MRAMCE SUMMARY BY BUILDING Pqz 1
Ynr ISO M w. d Sgire RgAftemM EMtlulon R4plimeme Cost Cwteds I
BU! Cisn StaNM F~ CodMsw AOMMd L4nEathrps Vrw
1900 2
ELK GROVE, CA 95624
01 SAMPLE CITYHALL(PP27) 1901 4
101 WEST DOWNTOWN AVENUE HIDOENOTY,OR 11111
SR/bYltor/l: And Ca" 2
SRs 07 SAMPLE QTY PUBLIC SAFETY BUILDING
01 PUBLIC SAFETY 19ULDINO PP31) 1968 5 3
1234 PUBLIC SAFETY LANE SAMPLECITY,WA 99099
SMNOMIMeok NM Cast 1
Slhl 04 SAMPLE CONVENTIOY CENTER
01 CONVENTION CENTER (PPM) 1985 5 1
1234 CONVENTION CENT ER WAY SAMPLE CITY, MT WU
SMr101dtor44 And Card 1
Sha 12 SAMPLE HIRE ACADEMY TRABING SITE
02 SAMPLE BURN LAD AND DRILL TOWER PP11) 19011 8 4
20DO WEST DAVID DRIVE SHERWOOD,WA 12345
SMst1/111w 12: And Cart 1
SOK 79 SAMPLE CENTRAL LBRMY
01 SAMPLE UBRMY(PP39) 1973 6 3
94209 READABOOK BLVD UWA, TX 54321
SM410W tot 7k And Card 1
1,000 170,700 7200 113,500 21AW I
103,843 11,990,000 840AM 11,150,0]0 3229,400 I
110,843 12,110,700 90200 11,283,900 3251,900
133AM 18,821 AM 931 A00 17,8 ADO 4058,400 1
133,003
19,621,0]0
931 AGO
17AMADO
4058,400
189X00
25,704ADO
1211BADO
24,418ADO
4091,320
199,000
25,704ADO
IMADO
24,418,010
4081,300
7AD8
447AM
28000
471200
0
7 X 7 8
447AM
20M
471200
0
59,422
7,131 Am
49DA01D
SA32AOO
SAXA 0
59,422
7,131 A01
499ADO
SA32AM
SAMA ID
Sample Value Comparison Report
111T7/200s City of Aurora
g �
As of:
tDatrza9s
in suaanee sureanary by BuiidYrg - sOV
Ce.M adssn
Paps: 1
Cede
A� s O°
Replapernsnt Cost
Repipepnrnt
Rsptastsrsewt
1L
Less Emlosiens
C a" - 90V
Cost DMIlerenee
Chawpe
&.Mr-
AIIR CRY OF AURORA
s":
41" CCM HALL
1.01
CET= WAIL Belldirlp
21470 MMS4 NE
902.500
138.877
t83,823
54-09%
Contents
AURORA. OR 97002 Property the Open
10 3.200
103.872
0
%
Pleles: CAD: VAR104 /5 CITY DEPARThB415, POLICE DEPARTMENT' CtOl1NCL C/tAMB9i5
XI
LAND M'IODWE SNIT
3,200
O
3.200
MIDD %
100.00
CONCRETE PAV9i@yT - 842 SF - 83.200
sits total far 007: BugdGlp
302.500
138.877
183.823
54.09 %
Contents
703.872
103.572
O
OA10%
Property in the Open
3.200
O
3.200
100.00 X
sit.:
ON MMTM RESERkom
8.02
WATER TANK Buildi.p
14582 OTTAWAY ROAD NE
232.700
138.877
93.823
40.31%
Content.
AURORA, OR 970012 Property in the Open
0
O
0
0.00%
Notes: OMAtETER a 41-912, HEIGHT-2111.4N. CAPACaY - 294.000 <LM- SERIAL SMlola4
4,500
O
4.4100
100-00%
000,ix t PUBP STATION AT TFE SAXE. SITE OAS GENERATOR s RARSM OESA FUEL TANK NEXT TO MW STATION.
LINO ePROMMgr
CHAWN-M FENC* G WA3AROM WNW -2BBLF AT tV ts4314 94800
sits /fate for 893: NuYdinp
232.700
138.a77
93.823
40.31%
Content.
0
O
O
0.00%
Property in the Open
4.800
O
4.800
100-00%
RIM.-
am PstMM r RIPST"UfYtY
0.01
RBTROOki SL LDM Bul"I
SE3COtD STET NE
118.1150
127.983
- 11.723
-10,00%
Content.
AILJRORAA. OR 97002 Property in the Op.n
7.549
7.0"
0
O.lX1 %
a
m
o
0.00 %
sit. total Ter s/K: BuMdirq
118,150
127.9113
- 11.723
- 10.11119 %
Content.
7.549
7.549
0
a.00 %
Property in the Open
n
n
n
-A
n nn
23
Property Appraisal Services Proposal for: As s e t WQR K S
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 Pool
As of 04/ • •�
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 Built: 20UA Year Acquired: 2UXI
Nbr.of Stories: 1 Square Footage: 91,539
•
Basement: NO AddslRenovatlons: NO
Occupancy: SES SCHOOL-ELEMENTARY
Frame Type: ST STEEL
ISO Class: 4 MASONRY NON COMBUSTIBLE
N .e._
GPS Latitude: 34°57,867N r�.
--
CPS Longitude: 081°14,340W
Flood Zone: XFire 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 VALUATION CONCLUSIONS
HEATING/AIR CONDITIONING(HEAT PUMP) COVERED WALKWAY Replacement Cost New: 13,313,7.11
UNIT HEATERS BACKUP GENERATOR Exclusion Amount: 798,87$
AIR CONDITIONING-UNIT EXTERIOR SECURITY LIGHTING
SECURITY CAMERA SYSTEM Replacement Cost Less Exclusions: 12,514,:
Notes: ROOF REPLACED-2004
AVERAGE WALL HEIGHT=14' ROOF STRAPS-YES Contents Value: 1,688,•.I
PERIMETER WALL LENGTH=2,886 LF Property In The Open: 120,6011
Total Insurable Replacement Cost: 14,323, i'
74
Property Appraisal Services Proposal for: ASSetWORKS
APPRAISAL
The Monroe County BOCC
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...
25
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
34135
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.
26
Property Appraisal Services Proposal for:
The Monroe County BOCC
6. OPTIONAL SERVICES
AssetWORKS
APPRAISAL
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 / 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
• Distance to Nearest Fire Department
• Distance to Nearest Ocean /Gulf
• Year of Last Plumbing Upgrade
• Year of Last HVAC Upgrade
• Year of Last Roof Replacement
• Year of Last Electrical Upgrade
27
Property Appraisal Services Proposal for:
The Monroe County BOCC
Secondary COPE Data — WIND
• Cladding Type
• Wind Resistance — Windows
• Roof Framing Type
• Roof Geometry
• Architectural Elements
• Mechanical & Electrical Systems (Ground
Level Only)
Secondary COPE Data — EARTHQUAKE
• Setbacks & Overhangs
• Cladding Type
• Ornamentation
• Pounding
• Tank
• Shape Configuration
• Building Exterior
AssetWORKS
APPRAISAL
• Mechanical & Electrical Systems (Building
Side Only)
• External Ornamentation
• Wind Resistance — Doors
• Roof Parapets
• Roof Covering
• Flood Protection
• Roof Age
28
Property Appraisal Services Proposal for: ASSetWORKS
The Monroe County BOCC APPRAISAL
See "Attachment A" of the Proposal for a Detailed Description of Each Secondary Wind and Earthquake Characteristic
Listed Above.
6.4 ASSETMAWN! 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
■ 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 monthly /annual 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...)
Page 29
Property Appraisal Services Proposal for:
The Monroe County BOCC
TRY THE ON -LINE DEMOI @ www.assetmaxx.com
7. LITIGATION
AssetWORKS
APPRAISAL
(a) Has the Proposer ever failed to complete work or provide the services for which it has oontraded? (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
Page 30
Property Appraisal Services Proposal for:
The Monroe County BOCC
8. COUNTY FORMS
SEE FOLLOWING PAGES
AssetWORKS
APPRAISAL
Page 31
Property Appraisal Services Proposal for:
The Monroe County BOCC
9. PROJECT FEES
AssetWORKS
APPRAISAL
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
• Appraisal of Buildings /Structures
• Primary COPE Data (Includes GPS Coordinates)
• Value Comparison Reports
• Modeling of Building Contents
• Classification of Flood Zones
• 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
Signature
Name
Shaun M. Callahan
Vice President Title
September 24, 2010
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)
Date
Page 32
Property Appraisal Services Proposal for:
AssetWORKS
The Monroe County BOCC APPRAISAL
10. TERMS & CONDITIONS
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.
Page 33
Property Appraisal Services Proposal for:
The Monroe County BOCC
AssetWORKS
APPRAISAL
Page 34
Property Appraisal Services Proposal for:
The Monroe County BOCC
Monroe County Property Worksheet
AssetWORKS
APPRAISAL
Static Nformetion is based on best available information. proposers wit be required to develop their own Static kdomtetion wK
Incorporate A In their Heal report
Page 35
static information
3lories
Fouhw
can
Burl
Rea S1allm 09
Big copPa
BC1
Ambularm Stalion
26 Emerald Rd.
Key
FL
33040
mmorwy NC
1991
1
6,440
4
Big Pine
BPI
Fire Station #13
390 Kft Deer Md.
Kft
FL
33043
Concrete
2009
uderorwi
8,189
unknown
senior0lizen
Bg mm
BP2
CerlbrIAARP Bldg
380 Key Dew Blvd.
Key
FL
33043
wood
1970
1
1,750
1
213 Key Dew Blvd.,
Big Pine
BP5
Library
#11 & 112
Key
FL
33043
ataeyoonaete
1984
1
3,600
4
c01
Fie Stadat
10 Conch Ave
Conch
Key
FL
33050
im
1970
1
3
2
sherrre stdl
Cudjoe
C.13
Sla lonlAmbulanes
20950 Overseas Hwy
Key
FL
33050
im
1989
1 1
2,430
2
tslamand
101
Loary
2331 Oveiasaa
a
FL
330;16
Are raslative
1937
1
6.6N
6
K01
Library
101485 Oversees Hwy
Key Largo
FL
33081
masonry NC
1989
1
12,077
4
Aviation Sheffs Once
Monme Cty Shaffs
MOD
Office
10100 Overseas My
Marallim
FL
I 33050
Metal
2004
1.5
21,210
L401
3117 Oversees RW.
Marathon
FL
33050
JM
1976
1
1 006
2
Shears Sub-
L4132
Stallanlofilm
3103 Overseas Kw.
Marathon
I FL
33050
JM
1973
1
6 990
2
M05
3251 Overseas .
Wwatwn
FL
33050
im
1984
1
7,028
1 2
MOB
Senior CiAteri CerNar
33rd 8100101 - Ghrf
Muathon
FL
33050
frame
1979
1
1 793
1
M07
HeM Doartntent
3333 Overseas .
MuaMm
FL
330.50
NC
1997
1
4950
4
MaraNan Airport
M10
9490 Overseer
Mar&=
Fl.
33050
ffmonry Nc
1 1964
1 1
1 40
1 4
To indude Terminal BUMV, Air Chew Buibitg, various T Hangers, DAV Hal, Gmerator Buk *V, Wast Disposal Plant, SheriRs Hangar and Antique
Atrc►aR FIarKW
M71
Publk Waft Oft"
10600 Aviation Blvd_
MarO n
FL
33050
JM
1976
1
1,800
2
Float Winder u ce
Mil
Facility
10600 Aviation Blvd.
Marat m
FL
33050
NC
1995
2
$ 500
4
Govenvfwd Center
M17
Amex
490 63rd Street
Marathon
FL
33050
MUOMNC
1970
1
10 OT4
4
Maralign Gov.
M20
CardsrlEOc
2790 Overseas Hwy.
Mwatim
FL
33050
masomNc
1993
2
23,250
4
bldg owned by state
No
construction is
Code
Shenif Center
2796 Overseas Hwy.
Mwaihon I
FL 1
33050
needed
L422
0101ention FaciRy
3981 ocean T10rrac0
Marathon
FL 133050
M2SOrffY NC
1990
1
7
4
shears Special
6 Coco Plum Rd.
MIN
Operabons
Leased
Marathon I
FL 1
33050
woodlooncmte
1970
2
5
Static Nformetion is based on best available information. proposers wit be required to develop their own Static kdomtetion wK
Incorporate A In their Heal report
Page 35
Property Appraisal Services Proposal for:
The Monroe County BOCC
Monroe County Property Worksheet
AssetWORKS
APPRAISAL
Static NWornym*m is based on best available Information. Proposers wid be required to develop Ureic own Static Infamation arc
NKmgwate K In their Arts) report
Page 36
Static htornrarion
BM
Starks
Foobw
[lass
Coverrdym tal
CbrCourficim:
Plantation Key ShUft
Station (Pnevimtsly
kwon as the Old
Planation
P01
Manners
50 Higityp Rd.
Key
FL
33070
maKmNC
1977
2
1 21.988
4
Shedtfs Sub-Stallm,
Facfifes, Maiinlenance,
Growth Mgmt i
PlantaWn
P02
RoadalEirldeas
88TTO
Key
FL
33070
JM
1959
1
5,182
2
P05
Pt"c Works Of im
103 Key Heights Dr.
Plantation
Key
FL
33070
JM
1960
1
2,437
2
Canty omessJElis
Mg.; Plantation Key
Cotwthouse 6 Morava
88800 -88820 US Hwy.
Plantation
P70
Cly Pubic Works
11
Key
FL
33070
woodkoneretestool
1987
2
8.400
2
Plantation
Pll
Deleniton Facility
53 1-119hpoint Rd.
Key
FL
330701
masonry NC
1990
1
5
4
81oek
904
Bayshorehilianoir
5200 CoNw Rtl_
Island
FL
33040
frame
1947
1
8
1
S1odt
309
DekMion Fadft
5501 Cofto Rd.
Island
FL
33040
Are resistrve
1994
3
183.5m
6
Stock
all
ShwWAdrnin.
5525 Colege Rd.
Island
FL
33040
fire resistive
1996
3
29,660
6
170901 Ifig wayAH
T01
HOM Cinic
Tavernier
FL
33040
1 NC
1937
1
2
3
Plantallm Key Fleet
S Equipment for Road
DWL (Old.. , plan to
Pf7
sell A)
186 Kew HeOft Dr
Tavernier
FL
Fire a Ambdarce
T03
Station
151 Merino Ave.
Tavernier
FL
33040
ffasmy NC
1970
1
6 T11
4
4001
Courthorne
SW WhiislvsadSt
Kev West
I FL
1 33040
bd kkonavWJM
1890
2
19
2
wm
MrrxlCourtroorm
510 WNikhead 3t
Key Welt
FL
33040
Are reeistiw
1968
d
60,215
6
W05
Lwaymmmm
938MvIehsadSL
Key Wort
FL
33040
A'ame
1926
1
2,950
1
Justice Bldy.lReoond
W09
SUMP
530 WhikhaadSt
Key West
FL
33040
JAN
1987
1 3
27,400
1 2
4010
Lordry
700 Fleming St
Key West
FL
33040
JM
1868
1
13
2
4011
Senior Gluon h ufton
Corder
1200 Truman Awe.
Key West
F
33040
NC
1964
1
4
3
4014
Harvey Govemnen t
Carder
1200 Truman Aw.
Ke West
FL
33400
JAA
1914
2
26
2
Static NWornym*m is based on best available Information. Proposers wid be required to develop Ureic own Static Infamation arc
NKmgwate K In their Arts) report
Page 36
Property Appraisal Services Proposal for:
The Monroe County BOCC
Monroe County Property Worksheet
AssetWORKS
APPRAISAL
Static Monnatlon is baud on best avaMb information. Proposers will be rogt&W to develop NOW own Static YNamsifon AM
Ylcorporaee it In uwf final report
Page 37
static Information
Built
SONIft
FODtaOe
Gan
Governountal
CtrrCavCtawe;
Plantation Key Shodira
Station (previously
lawwn as the Old
Plantation
PO t
lAUfrnene
5o 1-111:11160 Rd.
K
FL
33070
masomy NC
1977
2 1
21.988
4
Spotswood Bldg:
Shwft Sub- Station,
FaCANW, Mai1lettitnce,
P02
Grown mgrd a
RoadsOkkno
88770 Oversm
Plantation
FL
33070
JM
1959
1
S 182 1
2
Plantation
P05
Public Works 011kes
103 Dr.
K
FL
33070
JM
11960
1
2,437
2
Casty O1lkeslEWs
BM-; Plantation Key
C lwuse 6 Monroe
88800 - 88820 US Hwy.
Plantation
NO
Pubic Works
1h
K
FL
33070
woodleoncteia steal
1987
2
8,400
2
Plantation
1
Deleniion Facility
53 Highpoint Rd.
Key
FL
33070
rnasonry NC
1990
1
5,5w
4
Stock
SO4
Martyr
5200 CONEW Rd-
Island
FL
33040
frame
1947
1
8,066_
1
Sack
S09
Dele don Facility
5501 COMM Rd-
Island
FL
33040
Ire resiabve
1994
3
183.5m
6
Biotic
S11
Sheriff Admin.
5525 Cat Rd.
Island
FL
33040
Ire resistive
1!196
3
29880
6
170901 HigWW#I
701
H"M Cb*
Rear
Taven*
FL
33040
NC
1937
1
2 590
3
Plantation Key Fleet
wwww "- Storage
& Equipment for Road
Dept fold molel. plan to
P17
Sol I)
186 KOV HOMIx Dr
Twver nier
FL
Fire 6 Ambulance
703
Station
151 Marine Ave.
Tavernier
FL
33040
masonry NC
1970
1
6,711
4
W01
Courthouse
SW W Mhead Sk
Key Wed
FL
33010
bricWconcraW.grt
1890
2
19135
2
WM
ArewwJCourtrooms
510 W WNW St
Key Wet
FL
33040
no residue
1958
4
00,215
6
W05
LWWWUWMLVVM
936 W VW*ad SL
Key Weal
FL
33040
two
1928
1
2,950
1
,sties BldgJRscord
4009
swap
530 Wtnsehead SL
Key Wet
I FL
33040
JM
1987
3
27,400
2
W10
700 Flernwq 8t
Kry Weal
FL
33040
1 JM
1868
I 1
1 13,137
2
4071
Senor CAmen M drition
Center
1200 Trumann Ave.
My West
FL
33040
NC
1954
1
1 4 00
3
4014
Harvey Goverment
Canner
1200 Truman Ave.
Ke Wad
FL
33040
JM
1914
2
26 850
2
Static Monnatlon is baud on best avaMb information. Proposers will be rogt&W to develop NOW own Static YNamsifon AM
Ylcorporaee it In uwf final report
Page 37
Property Appraisal Services Proposal for:
The Monroe County BOCC
AssetWORKS
APPRAISAL
Monroe County Property Worksheet
static informeam
Soda bforma0on Is based on beat evatIs6 S bWomvstlon. Proposers ww be reWink! to develop Usk own Stable IMamuMian ant
incorporate it in Owk final report
Page 38
Built
staniea
Foo
cta�
W16
Airport Tennktal 3
Supporting sbucksts
3491-34938-
Raasevelt Blvd-
MY Wesf
I FL
1 33M0 NC
1957
2
23,761
1 4
To inckde arrival terminal. deparkre Mmrnal, arwac, arig Are house, (wed for storage i admin afltces), 2 gWwM2iw i>klp, bag make up buik**, VCB
lfre station teen canoe. lax toilscbr bunker & ! rRuffnMal V i — CO Issued with frA or mansion in 2009
W16
Amoid Akport TWMW
Amex
3491 - 3493 S.
Roosevelt Blvd.
Key West
FL
33040 I
rnasorwy NC
1998
1 2
13
4
W76
Tax Coilaclom Ofte
3491- 3493 S.
Roosevelt Blvd.
Key West
FL
33010
masonry NC
1968
1
2
W16
Boys A Gft Ckrb
3491- 3493 S_
Roosevelt Blvd.
Key West
FL
33040
masonFY NC
1971
1
1 4,540
W23
County Garage -
Monme Cly Pubic
Works
3583 S. Roosevelt Blvd.
Key West
FL
33040
masom NC
1994
1
2,820
4
W24
Gab Barking s
Generator
1100 Simonion SL
Key West
I FL
33040
fire resistive
1916
2
42,556
6
PK1
Section Quarter
Island
Pigeon
FL
JM
1909
1
2
PK2
Ami"t Bridge Tenor
Howe
Pkiew Key Island
Pgeon
FL
JM
1912
1
904
PK3
Assisbnt Paint
Foreman s Howe
Pkpw Key Island
Pigeon
FL
JM
1912
1 1
850
PK4
Bricige Wa tlem Dorm
POW Key Island
Pigeon
FL
JM
1912
1
1,364
PK5
I Brigin Tenders Howe
Pbem Kay Island
Pigeon
Key
FL
I
JM
1912
1
1796
PK6
Bridge Forernan's
Howe
Island
Pigeon
FL
JM
1912
1
814
PK7
Island
Pigeon
FL
JM
1951
1
247
PK8
Newo Qualms
Poem Key Island
Pigeon
Key
FL
JM
1912
1
470
PK9
Generator BtdMft
PVwn Key Island
Pigeon
Key
FL
I
JM
1912
1
470
PK10
Garap Building
Pipw Key Island
Pigeon
Key
FL
JM
1951
1 1
750
PK71
Resfroom Btddm
Pigeon Key Island
Pigeon
Key
FL
JM
1912
1
300
1 Sands Rd.
Key
FL
33043
CBS
1978
1
1,883
UK-K141
Govemmerd 6 CuMural
Bkig
1 102050 Overseas Hwy
I Key West
I FL
I 33040
1 *9 nmsbw
2007
2
LK W42
an stice
Freem Ju
302 Fkwft St
Key Weal
FL
33040
tine neshm"
2007
3
County OMm
56639 Overseas
MaraMon
FL
33050
fee resistive
1 2008
1 1
1 8 648
TBD
I East Mart ib - CA"
3501 S. Roosevelt Blvd
Key West
FL
33040
Soda bforma0on Is based on beat evatIs6 S bWomvstlon. Proposers ww be reWink! to develop Usk own Stable IMamuMian ant
incorporate it in Owk final report
Page 38
Property Appraisal Services Proposal for:
The Monroe County BOCC
Monroe County Property Worksheet
AssetWORKS
APPRAISAL
Static Information is based on best awiiabie information. Proposem will be required to develop dwk own Stalk kdormatioe mK
ncatporau it in tine r ma report
Page 39