HomeMy WebLinkAbout05721 - MAXIMUS INC PROFESSIONAL PROPERTY APPRAISAL SERVICES FOR ALL CITY STRUCTURES Page 1 of 2
Kathie Hart
From; Craig Gladders
Sent: May 12, 2009 5:00 PM
To: Kathie Hart
Subject: RE A5721 - Maximums
Yes, confirmed. The work has been completed and the vendor has been paid in full.
-Craig
Craig L.Gladders,C P M ry
Procurement&Contracting Manager \ n+��
City of Palm Springs,CA S
Crai Gladders oet msonngs—cagov
phone 760-322.8368,fax 760.323.8238
our City wc6site is www.nalmsarinos�aoov , "note. City Halls closed on Fridays
Please consider the environment before printing this email
From: Kathie Hart
Sent: Tuesday, May 12, 2009 4:08 PM
To: Craig Gladders
Subject: A5721 - Maximums
Craig:
I was just told by the vendor the services for this agreement has been completed. May I ask
you to confirm this? If yes, then I will close the agreement file.
Thx!
DOCUMENT TRACKING
P�ae:
Report: one Document Detail —� May 12,2005
Condition: Document Numhera5721,
rJocum ent 9 Description Avumva[Date EXpiratiori Date
A5721 Prum-y hppraisal Services o2p 9$148 9a) (term-1:w_ar)
Company Name: Maximus, Inc.
Address: 2DC5 SW Pacific Hignyray,Salto 107. Sherwood.6R 57140
Contact: David Middendorf,ARM-P
Group: PROCUREMENT c5,gttroct 61111 Total Paid
Service; In File 517,7S0.00
XRet: CRAIG GLAD DERS(760)322-3373
Ins.Status: EXPIRED-Letter Printed 06ID712009
R99901„eat-T119111 to s' Due �ornpleted Trackinc Amount
Code Item Description Date Date Date Added
kdh under S2.`sk CM may auth 09722l2008 S17,7CD,00
ltdh pistrlb to Cheryl NI IN FILE 09i2�+2008
05/12/09
i
CONSULTING SERVICES AGREEMENT
With Maximus,Inc. for professional Property Appraisal Services
THIS AGRE ,WNT FOR CONSULTING SERVICES (the "Agreement") is made and
entered into this day of September, 2008, by and between the City of Palm Springs, a
California charter city and municipal corporation ("Cit}�'), and Maximus, Inc. ("Consultant").
RECITALS
A. City requires the services of a professional consultant to provide Property
Appraisal Services to develop an insurable values base for all City structures in order to establish
and obtain coverage limits("Project").
B. Consultant has submitted to City a proposal to provide Property Appraisal
Services to City pursuant to the terms of this Agreement.
C. Based on its experience, education, training, and reputation, Consultant is
qualified to provide the necessary services to City for the Project and desires to provide such
services.
D. City desires to retain the services of Consultant for the Project.
NOW, THEREFORE, in consideration of the promises and mutual agreements contained
herein, City agrees to retain and does hereby retain Consultant and Consultant agrees to provide
services to the City as follows:
AGREEMENT
1. CONSULTANT SERVICES
1.1 Scope of Services. In compliance with all terms and conditions of this
Agreement, Consultant shall provide Property Appraisal Services to City as described in the
Scope of Services/Work attached to this Agreement as Exhibit "A" and incorporated herein by
reference (tire "services" or "work"), which includes the agreed upon schedule of performance
and the schedule of fees. Consultant warrants that all services and work shall be performed in a
competent, professional, and satisfactory manner in accordance with all standards prevalent in
the industry. In the event of any inconsistency between the terms contained in the Scope of
ServicesMork and the terms set forth in the main body of this Agreement, the terms set forth in
the main body of this Agreement shall govern.
1.2 Compliance with Law. All services rendered under this Agreement shall be
provided by Consultant in accordance with all applicable federal, state, and local laws, statutes
and ordinances and all lawful orders, rules, and regulations promulgated thereunder.
1.3 Licenses and Permits. Consultant shall obtain at its sole cost and expense such
licenses, permits, and approvals as may be required by law for the performance of the services
required by this Agreement.
J�tl�4`:1:�1�1"ruLIy.
r Revised:T23107
507639.2
i
1.4 Familiarity with Work. By executing this Agreement, Consultant warrants that
it has carefully considered how the work should be performed and fully understands the
facilities,diflicnities, and restrictions attending performance of the work under this Agreement_
2. TIME FOR COMPLETION.
The time £or completion of the services to be performed by Consultant is an essential
condition of this Agreement. Consultant shall prosecute regularly and diligently the work of this
Agreement according to the agreed upon schedule of performance. Consultant shall not be
accountable for delays in the progress of its work caused by any condition beyond its control and
without the fault or negligence of Consultant. Delays shall not entitle Consultant to any
additional compensation regardless of the party responsible for the delay.
3. COMPENSATION OF CONSULTANT
3.1 Compensation of Consultant. For the services rendered pursuant to this
Agreement, Consultant shall be compensated and reimbursed, in accordance with the schedule of
fees set forth in Exhibit"A," which total amount shall not exceed S17,760.
3.2 Method of Payment. In any month in which Consultant wishes to receive
payment, Consultant shall no later than the first working day of such month, submit to City in the
form approved by City's finance director, an invoice for services rendered prior to the date of the
invoice. Payments shall be based on the hourly rates as set forth in Exhibit "A" for authorized
services performed. City shall pay Consultant for all expenses stated thereon, which are
approved by City consistent with this Agreement, within thirty (30) days of receipt of
Consultant's invoice.
33 Changes. In the event any change or changes in the Scope of Services work is
requested by City, the parties hereto shall execute a written amendment to this Agreement,
setting forth with particularity all terms of such amendment, including, but not limited to, any
additional fees. An amendment may be entered into:
A. To provide for revisions or modifications to documents or other work
product or work when documents or other work product or work is required by the enactment or
revision of law subsequent to the preparation of any documents, other work product, or work-,
B. To provide for additional services not included in this Agreement or not
customarily furnished in accordance with generally accepted practice in Consultant's profession.
3.4 Appropriations. This Agreement is subject to and contingent upon funds being
appropriated therefore by the City Council of City for each fiscal year covered by the
Agreement. If such appropriations are not made, this Agreement shall automatically terminate
without penalty to City.
4. PERFORMANCE SCHEDULE
4.1 Time of Essence. Time is of the essence in the performance of this Agreement.
2 ftevf�ed•3123107
5076392
4.2 Schedule of Performance. All services rendered pursuant to this Agreement
shall be.performed pursuant to the agreed upon schedule of performance. The extension of any
time period must be approved in writing by the Contract Officer.
4.3 Force Maieure. The time for performance of services to be rendered pursuant to
this Agreement may be extended because of any delays due to unforeseeable causes beyond the
control and without the fault or negligence of Consultant, including, but not limited to, acts of
God or of a public enemy, acts of the government, fires, earthquakes, floods, epidemic,
quarantine restrictions, riots, strikes, freight embargoes, and unusually severe weather if
Consultant shall within ten(10) days of the commencement of sucb condition notify the Contract
Officer who shall thereupon ascertain the facts and the extent of any necessary delay, and extend
the time for performing the services for the period of the enforced delay when and if in the
Contract Officer's judgment such delay is justified, and the Contract Officer's determination
shall be final and conclusive upon the parties to this Agreement.
E 4.4 Term. Unless earlier terminated in accordance with Section 9.5 of this
Agreement, this Agreement shall commence no later than thirty (30) days after execution, and
jshall continne in full force and effect for a period of thirty (30) days from Notice to Proceed to
perform the work,unless extended by mutual written agreement of the parties.
5. COORDINATION OF WORK
5.1 Representative of Consultant. The following principal of Consultant is hereby
designated as being the principal and representative of Consultant authorized to act in its behalf
with respect to the services and work specified herein and ruake all decisions in connection
E therewith: David Middendorf, ARM-P, Vice President. It is expressly understood that the
experience, knowledge, education, capability, and reputation of the foregoing principal is a
substantial inducement for City to enter into this Agreement_ Therefore, the foregoing principal
shall be responsible during the term of this Agreement for directing all activities of Consultant
and devoting sufficient time to personally supervise the services hereunder. The foregoing
principal may not be changed by Consultant without prior written approval of the Contract
Officer.
5.2 Contract Officer. The Contract Officer shall be the City Manager, or his/her
designee. It shall be the Consultant's responsibility to keep the Contract Officer, or his/her
designee, fully informed of the progress of the performance of the services and Consultant shall
refer any decisions that must be made by City to the Contract Officer. Unless otherwise
specified herein, any approval of City required hereunder shall mean the approval of the Contract
Officer.
5.3 Prohibition Against Subcontracting or Assignment. The experience,
knowledge, education, capability, and reputation of Consultant, its principals and employees,
were a substantial inducement for City to enter into this Agreement. Therefore, Consultant shall
not contract with any other individual or entity to perform in whole or in part the services
required hereunder without the express written approval of City. In addition, neither this
Agreement nor any interest herein may be assigned or transferred, voluntarily or by operation of
law,without the prior written approval of City.
3 Revised:V23107
507639.2
5.4 Independent Contractor. Neither City nor any of its employees shall have any
control over the manner, mode, or means by which Consultant, its agents or employees,perform
the services required herein, except as otherwise set forth herein. Consultant shall perform all
services required herein as an independent contractor of City and shall not be an employee of
City and shall remain at all times as to City a wholly independent contractor with only such
obligations as are consistent with that role; however, City shall have the right to review
Consultant's work product, result, and advice. Consultant shall not at any time or in any manner
represent that it or any of its agents or employees are agents or employees of City_
5.5 Personnel. Consultant agrees to assign the following individuals to perform the
services set forth herein. Consultant shall not alter the assignment of the following persomael
without the prior written approval of the Contract Officer. Acting through the City Manager, the
City shall have the unrestricted right to order the removal of any personnel assigned by
Consultant by providing written notice to Consultant.
Name: Title:
David Middendorf,ARM-P Vice President, Asset Solutions Division
Sandra Hon,ASA Western Regional Manager
6. INSURANCE
Consultant shall procure and maintain, at its sole cost and expense, policies of insurance
as set forth in Exhibit"B,"which is attached hereto and is incorporated her by reference.
7. 1NDEMNWICATION.
To the fullest extent permitted by law, Consultant shall defend (at Consultant's sole cost
and expense), indemnify, protect, and hold harmless City, its elected officials, officers,
employees, agents, and volunteers (collectively the"Indemnified Parties"), from and against any
and all liabilities, actions, suits, claims, demands, losses, casts, judgments, arbitration awards,
settlements, damages, demands, orders, penalties, and expenses including legal costs and
attorney fees (collectively"Claims"), including but not limited to Claims arising from injuries to
or death of persons (Consultant's employees included), for damage to property, including
property owned by City, from any violation of any federal, state, or local law or ordinance, and
from errors and omissions committed by Consultant,its officers, employees,representatives, and
agents, which Claims arise out of or are related to Consultant's performance under this
Agreement, but excluding such Claims arising from the negligence or willful misconduct of the
City,its elected officials, officers, employees, agents, and volunteers.
8. RECORDS AND REPORTS
4 Fievfsed:$123/07
507639.2
8.1 Reports. Consultant shall periodically prepare and submit to the Contract Officer
such reports concerning the performance of the services required by this Agreement as the
Contract Officer shall require-
8.2 Records. Consultant shall keep such books and records as shall be necessary to
properly perform the services required by this Agreement and enable the Contract Officer to
evaluate the performance of such services. The Contract Officer shall have fall and free access
to such books and records at all reasonable times, including the right to inspect, copy, audit, and
make records and transcripts from such records.
8.3 Ownership of Documents. All drawings, specifications, reports, records,
documents, and other materials prepared by Consultant in the performance of this Agreement
shall be Lhe property of City and shall be delivered to City upon request of the Contract Officer
or upon the termination of this Agreement, and Consultant shall have no claim for further
employment or additional compensation as a result of the exercise by City of its full rights or
ownership of the documents and materials hereunder. Consultant may retain copies of such
documents for its own use. Consultant shall have an unrestricted right to use the concepts
embodied therein.
8.4 Release of Documents. .All drawings, specifications, reports, records,
documents, and other materials prepared by Consultant in the performance of services under this
Agreement shall not be released publicly without the prior written approval of the Contract
Officer.
8.5 Cost Records. Consultant shall maintain all-books; documents,papers, employee
time sheets, accounting records, and other evidence pertaining to costs incurred while.performing
under this Agreement and shall make such materials available at its offices at all reasonable
times during the term of this Agreement and for three (3) years from the date of final payment
for inspection by City and copies thereof shall be promptly furnished to City upon request.
9_ ENFORCEMENT OF AGREEMENT
9.1 California Law. This Agreement shall be construed and interpreted both as to
validity and to performance of the parties in accordance with the laws of the State of California.
Legal actions concerning any dispnte, claim, or matter arising out of or in relation to this
Agreement shall be instituted in the Superior Court of the County of Riverside, State of
California, or any other appropriate court in such county, and Consultant covenants and agrees to
submit to the personal jurisdiction of such court in the event of such action.
9.2 Waiver. No delay or omission in the exercise of any right or remedy of a non-
defaulting party on any default shall impair such right or remedy or be construed as a waiver.
No consent or approval of City shall be deemed to waive or render unnecessary City's consent to
or approval of any subsequent act of Consultant. Any waiver by either party of any default must
be in writing and shall not be a waiver of any other default concerning the same or any other
provision of this Agreement.
9.3 Rights and Remedies are Cumulative. Except with respect to rights and
remedies expressly declared to be exclusive in this Agreement, the rights and remedies of the
S Revised:3f23/07
507639.2
parties are cumulative and the exercise by either party of one or more of sacb rights or remedies
shall not preclude the exercise by it, at the same or different times, of any other rights or
remedies for the same default or any other default by the other party.
9.4 Legal Action. In addition to any other rights or remedies, either party may take
legal action, in law or in equity, to cure, correct, or remedy any default, to recover damages for
any default, to compel specific performance of this Agreement, to obtain injunctive relief, a
declaratory judgment,or any other remedy consistent with the purposes of this Agreement.
9.5 Termination Prior to Cx iration of Term. City reserves the right to terminate
this Agreement at any time, with or without cause, upon thirty (30) days written notice to
Consultant, except that where termination is due to the fault of Consultant and constitutes an
immediate danger to health, safety,and general welfare,the period of notice shall be.such shorter
time as may be determined by the City. Upon receipt of the notice of termination, Consultant
shall immediately cease all services hereunder except such as may be specifically approved by
the Contract Officer. Consultant shall be entitled to compensation for all services rendered prior
to receipt of the notice of termination and for any services authorized by the Contract Officer
thereafter. Consultant may terminate this Agreement, with or without cause, upon thirty (30)
} days written notice to City.
10. CITY OFFICERS AND EMPLOYEES; NON-DISCRIMINATION
s
i 10.1 Non-Liability of City Officers and Emnlovees. No officer or employee of City
shall be personally liable to the Consultant, or any successor-in-iiiterest, in the event of any
default or breach by City or for any amount which may became due to the Consultant or its
successor, or for breach of any obligation of the terms of this Agreement.
10.2 Covenant Against nst Discrimination. Consultant covenants that, by and for itself,
its heirs, executors, assigns, and all persons claiming under or through them, that there shall be
no discrimination or segregation in the performance of or in connection with this Agreement
regarding any person or group of persons on account of race, color, creed, religion, sex, marital
status,disability, sexual orientation,national origin, or ancestry.
11. MISCELLANEOUS PROVISIONS
11.1 Notice. Any notice, demand,request, consent, approval, or communication either
party desires or is required to give to the other party or any other person shall be in writing grid
either served personally or sent by pre-paid, first-class mail to the address set forth below. Either
party may change its address by notifying the other parry of the change of address in writing.
Notice shall be deemed communicated seventy-two (72)hours from the time of mailing if mailed
as provided in this Section.
6 Re�iued:a=07
smnsva
To City: City of Palm Springs
Attention: City Manager&City Clerk
3200 E. Tahquitz Canyon Way
Palm Springs, California 92262
To Consultant: Maximus, Inc.
Attention: David Middendorf;ARM-P
20055 SW Pacific Highway, Suite 107
Sherwood, OIL 97140
11.2 Integrated Agreement. This Agreement contains all of the agreements of the
parties and cannot be amended or modified except by written agreement.
11.3 Amendment, This Agreement may be amended at any time by the mutual
consent of the parties by an instrument in writing_
11.4 Severability. In the event that any one or more of the phrases, sentences, clauses,
paragraphs,or sections contained in this Agreement shall be declared invalid or unenforceable by
valid judgment or decree of a court of competent jurisdiction, such invalidity or unenforceability
shall not affect any of the remaining phrases, sentences, clauses, paragraphs, or sections of this
Agreement, which shall be.interpreted to carry out the intent of the parties hereunder.
11.5 Anthori . The persons executing this Agreement on behalf of the parties hereto
warrant that they are duly authorized to execute this Agreement on behalf of said parties and that
by so executing this Agreement the parties hereto are formally bound to the provisions of this
Agreement.
[SIGNATURE PAGE SEPARATELY ATTACHED]
7 Revised!=3107
5076392
IN WITNESS WHEREOF, the parties have executed this .Agreement as of the dates
stated below.
"CITY"
City of Palm Springs
Date:
David H. Ready
City Manager APPROVED BY CITY MANAGER
APPROVED AS TO FORM: ATTEST
By: 11141V` v By: ',UU `z5L
ljougfast. Holland, ( James Thompson,
City Attorney City Clerk
I
"CONSULTANT"
Maximus, Inc.
Date: � Ira� By: J� h,j
{name r,
/ Yesident)
Date: // 1 /9ViI� dl ,
(name)
(secretary)
g Revised:3r23107
5o%39.2
CALIFORNIA ALL-PURPOSE ACKNOWLEDGMENT
State of Eatffom��a �� �� ¢¢���� —
County of ( , Ut
Qn J D before me, - I Oh h � �11/�sl•�j t �9
personally appeared �� Y ✓1_ ._ 3 h i.C] (A a✓1�1X
t1A1rW c c15^rt(r �
US
who proved to me on the basis of satisfactory evidence to
be the parson(&) whose name(G) Ware subscaed to the
within instrument and acknowledged to me that
halshe/they exacuted the same in hisllterAheir authorized
capacity(Jes),and that by hislbarAheir sigraitie(s)on the
instrument the person(s), or the entRy upon behalf of
which the person(s)acted,exEaAed the instrument
Cn onwealih of Paris Ivaara
NOTARIAL SEAL I certify under PENALTY OF PERJURY under the laws
.AI ITI L SONS N4OTARY•RIELIC of the State of Cali bmia that the fbragotng paragraph Is
fe rid Teonsrnp Chester Clllrnly true and correct.
Etpues se lelnber 30,2gD9
Vv17NFS5 my hand and otficiai a�
Pr�nansw nmw Signature sf�uw�eanoudyr•
OP77ONVAL
Though tha infarrad6ar7 ha'aV is Aar r64W+sd dP larv.1tmay proW voluoMo ropelaans mlying an Ala domment
arM oo4Hpr rff fmodLdm1 re mf mid reaNscrmentof Nils form m nrmfherda wt.
Description of Attached Document
I
Tide or Type of Uxumem
Document Data: Number of Pages
stgner(s)Other Than Named Above:
Capaclty(les)Clalmed by Signor(q)
Signer's Name: slgngm Namo;
* Individual ❑Individual
* Corporate 61111cer—TiNe(s): ❑Corporate Officer
—7ille(s):
0 Partner—❑Urnited n General ❑Partner--p Limited ❑General
d Attorylay in Fact ❑Atromey in Fact
n Tmstee Yap dl dmb Tore n na5tee Top of IInRb horn
C3 Glrardlan or Conservator ❑Guardian or Conservator
❑ Other. ❑Other. '
Signer Is Representing 3lgner Is Representing:
' oz'�I+WavlNmn'Awotbtlrn•49fPCY8ola,rw.eA,@xe2f92•cmrmmhM 619t991o2-vrmWaeaslbiviao WmMAAT nmdrr.CMITd•rm t-0e6R]6e�+T
J Ro�t.ed;3/23107
507639.2
EXHIBIT "A"
CONSULTANT'S
SCOPE OF SERVICESAVORK
hicluding,
Schedule of Fees
And
Schedule of Performance
10 Revised:M3107
507639.2
MA7LQr1DSProfessfap�lAssetSolU�ays MAX1MIlS
FF
August 11,2008
City-of Palm Springs
3V00 Tahg iu Canyon Way
Palm Springs,CA 92262
RG �xopenYdpprarselServlas
Dear Sir or Afadam:
MA-MUS,Inc. ("MAlMfUS") is pleased to provide this proposal for ptofcssional Pcopcaty tippraisal
Services. These services are to be provided to the City of Palm Spriggs ("City"} is order to develop an
insurable values base for all City structures as well as establish and obtain coverage limits.
L David Middendcr&will be the primacy point of contact for this project and if I can be of any assistance,
please contact me directly at 800450-1198,503-201-9537 or davidmiddendodnaximus.or,�L
Respectfully submitted,
MA71'O&US,Inc
i r
rv4&R �'��l .
r
David Middendoi4.ARM-P
Vice President,Aster SoWons Division
7AQ55 SW Padhc Mgmay,Sttit- 107
Sherwood,OR 9714o
503-925-8770
5503 925-8776 fag
Letter ofTra mm:r>w,l
p7A7�NCI5�rulessionnl Asset Sa[aryons MhXIMC15
The primary purpose of this project is to develop curr s insurable values for all owned buildings and
structures in order to establish and maintain property coverage knits. This also applies to the contents
within each budding,based on a modeling concept In the event of a loss,MAXMfUS will have supplied
sufficient documentation to display proof of loss for each building.
Our investigation of each property will follow generally accepted appraisal tecbtiiques and valuations in
accordance with the Uniform Standards of Professional Appraisal Practice (USP.AP). 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 tontcact aft as well as direct cost research..
It is an ongoing task to not only identify but continuously substantiate values- bfultiple sources of value
exist,but to rely on one can be dangerous as they all have positive points to pull from. >-rample sources
p of construction cost inforaution include-
- Direct cost information,from recent projects
Inquiries with local contractors and architects
•- US Department ofUbor.-Bern uofLaborStatistics
-- Afatxhall and Swift/Boeckh
- RS Me=Construction Cost Indelt
Reed Construction Data
- producer price Index
The methodology utilized also includes the values currently being utri zed by the City to identify
significant changes upon detmnining near values. This is a point of quality control and is part of the
process of establishing values,utilizing variance reports as'a tool to guarantee the integrity of the data
The offlite valuation portion of the project entails the research and calculations neceAsary to formulate
replacement costs,reproduction costs,and insurance exclusions,de&ned as follows:
Replac meat 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 ptemiums for material or
equipment based upon replacing the entire property at one time.
Cost of Reproduction Flew (I%todcal Properties) is the amount required to reprorodL= a
duplicate or replica of the entire property at one time in like kind and materials, in accordance with
current madcet prices for materials,Tabor and manufactured equipment contCactor's overhead pm&t,
and fees,but with no provisions for overtime,bonuses for labor,or premiums for material-
Insurance rowuusiou is.a provision in an ins rsnce contract describing property', or types of
property,that are not coveted by the contract Based upon our review of current City policy:we will
identify those items specifically excluded under terms of the policy. 'Ihe insur -1ce exclusion amount
is deducted from replacement cast to arrive at an insurable value,specific to each strdctute.
l
- - ---- - --_ .__-- -.............
hraRA+xl7sPxvf�sstoaatAasetsutIIit�s ,�.,Mrdus
Construction classes and ISO classes 1-6, as defined in the Commercial Fire Rating Schedule (CPF4
will be defined in tears ofthe Marshall and Swift construction classes as folkws-
T&O ClIgs ISO D?4aiption M&S Class
1 Frame/Combustible D
2 foisted Masonry C
3 Noncombusu-tile S
4 MasonryNoncombusoble C
5 Modified Fire Resistive A
6 Fire Resistive B
3)AfETH0DO,G0GPF0,R&.E M nNGB7M217VG&Co1V'ENTY4LPITS
The basis for valuations of each building He in the data recorded while onsite. Each binding will be
pfMiczaIIy inspected and a description for each building will be developed, recorded, depicting various
construction components,to indrde
a. ISO Construction Class j. Ceding
b. Building Condition/Quality IL Moor Types
c. Frame Type I. Pleating/Cooling$ystems
d_ Exterior/Irxterior Walls tn. Electrical/Plumbing
e. Roof Covering n. GPS Coordinates
f: Exterior Dimensions o. Fite Protection Systems&Separations
lr Foundation/Footing p. IdentifyAfarm Systems
b. Number and Ideight of Stories q. Additional Feawres
L Year Built z. Occupancy Class (Broken down by various uses)
Digital photographs will be prepared and GPS coordinates recorded for each building and integrated into
the final reports. Each building will either be physically meaauoud or square footage verified through a
review of blueprints or`as built'drawings. Upon all relevant data being recorded,the Appraiser will move
on to Iook at the next building until all property has been accurately accounted for at each site. The data
:. recorded while onsite is then tcansfexxed to office where formattingand valuations are to.occur"
Content vallws are based on a"modeling"approach that was developed to meet the valuation needs of
public entities without the extensive time required for a detailed inventory. MA%1MldS utilizes computer
models of more than. 100 building types and their contents. Afield inspection of each building is
conddcted and the bmldines contents will be identified. We then estimate the value of contents in a
parliculac building by taking a square foot equipment index of a like facility and applying it to the
calculated area of the building. P3quipment values may adjust to account for variations Bove-or below ti1e
average &ashy and quality of equipment present. Special consideration are, given to buildings with
specWty equipment(water,sewer facilities,utilities...etc),where the content value can vary greatly.
q�� JJifr�.�-ter Prr�r.����l�.�gnQvrrcrrri�Co,�r
Historical propet-ties are addressed on two levels, starting with the identification of subject properties.
The second,level is the achial appraisal itself In oi:de-r 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 atmisuWs
are taken iota consideration and valued in terms of reproduction as it relates to the subject building.
2
SESAXt11CLtSPrafcsstoanlAxseESvlutiaas
) MGW—LM— I]S1�2II m��e
Water/sewer'Ireatment facilities
MAMMUS'approach to valuing water/seeder treatment facilities are performed on an itemized building
and/or by process basis. The fieldwork should begin with a meeting between the project team and the
plant manager or other delegate. The(following is verified:
R 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 cthtained prior to the conclusion of fieldwork. This mould
include:
t) Plant design capacity—measured in"million gallon rapacity per day treated"MGD
2) Plant original construction date
3) Plant addition dares
4) Drawings for original and additional(architectural drawings"
3) Plant flow diagram(used to establish numbering scheme)
Q) Any"Ontractors cost breakdowns"or"payouts"for construction (either original or additions)
7) Area to work from and be able to utilize drawings
Ideally, the plant walk-through will be done after*e plan review since the avaMility 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,
howem should the City elect to include these assets as an individual land Improvement entry,we can
Comply.
Common processes and structures analyzed and included are:
■ Ileadworks (Influent Pump Station) _
■ Clarifiers Thmaty,Intermediate,Secondary)
Aeration Tanks/Ponds/Basins
• Gravity Dl ckeners/Dewatering Buildings/Belt Presses
■ Digesters
■ Filters (Tticklirr,,Biological,UV... etc.)
■ Sludge I)gmg Beds/Lagoons/Incinerators
■ laboratories
■ Ozone Structures
■ Chlorine Contact Structures
■ BlowerBuiildiags
1,, Pump Stations/Equipment Galleries
*Major equipment is individuatly tidenttfied within each buitdfng / structure to detarMxne a
reliable cohtestt(process equipment)value.
3
QSProreas3onal Asset Salufivos
Swimmirag Pools
Outdoor sw imig pools are included in our onsite inspectiens and typically all is ground concrete
structures with'pumps, fitters, and chlorination equipment. If pools are included for insurance
purposes, costing breakdowns will be discussed with the City is order to determine what percentage
used is SO% (the ether M/u'reptesentang equipment). The equipment may be ineluded 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 peals_
*Key details are recorded,for theses specialty structures for valuations,as foUowsz
Electrical Substation Equipment
o Substation Capacity
o Circuit Breaker Quamiq,Type,Capacity
o Trmsformers,Quantity,Type,Capacrty
o structures(Control,]lead-Man,other)
o Conrlol Panel Details
a Accessory-Equipment Details
1 sercoit -& Water Containment Structures
o Type(concrete/steel/alcove ground/in-ground)
f ° apadLy
o Construction Date&Cost
Pump Houses,Lift stations,'Wells,ew-
o Structure typg,size/depth,services,Es features.
o Itemized equipment(type,capes
• ��t'��"{�G�PRMA7'
'ate certified appraisal reports are prepared in compliance with the Uniform Standards o£Pzvfesaional
Appimisal'Practice(USPAP) and vA include a Letter of Certification,which wMM
(a) Identify the property appraised
(b) State the purpose and date of the appraisal
(d) Define the Idel of-value sought and the premise o£value employed
.(C) Describe the nature of the property-included in and excluded from the appraisal
(f) Discuss the appraisal investigation
(g) Indicate the Facmral data considered.
(h) Present the conclusions of value
(1) Qutline the qualifying and limiting conditions
()l IwIude the signature o£an authorized officer ofthe Company
(k) Include name df firm and appraisers
4
A'IAXIAIQS pr•viessiansl Alset Satritivns NLS%[MCTS
r
Insurance Samxnary Report- Suramaty of values by site,this report is provided in spreadsheet foxtnat
and includes the following detail for each building
1. Building Description 6. Number of Stories
2. Building Adduss 7- Replacetnent Cost or
3. • ISO Class 8. Reproduction Cost
4. Year Built 9. Content Value
5. Gross Square Footage 10. Insurable Value
Insurance Detail Report-Provides more detailed information on a per building basis.
1. ,Fntity/Site/BldgName and Number(Map use old#,if not,will record old#)
2. Budding Address&GPS Coordinates
3. Occupation and/or f4action of facility or building
4. Frame Type&ISO Construction Classification
5. Year Built
6. Gross Square Foot aV
7. Number and Height of Stories /Basement:Y•/N
i 8. Fire Safety and Security Systems
9. Color Digital Photograph
10. Replacement or Reproduction Cost Getter
11. Actual Cash Value
12. Content Value "era
13. Construction Quality
14. Detailed Building Characteristics FT
j 15. Additional Features
16. Building Services
p 3��ddrtrs
. FINAL AEP0PTs WILL INCLUDE; .
. - � Tlisxn'CoPf'R»a1t7t'
*Includes Site Plane For sites with wore than one W9
4 FMCTRONtC.PAF COPIES OF ALL IAA COPY REPORTS(CD)
+k ExCEL FILE oft DATA(CD)
DXGM&L PROTOSRAMIS(CD)
j6 DATA FILE To InaMN&ASSOCIATHS
5
MAg►[iwsFmfoseiartnl Asset SolutIORS
�NIPT.L?RHPORTS
f¢.namT •axPaEcncww ua: anwe•a
•®4a h•I.n.Kl irPx•aaY•Y e.nnxi �`a
GwIPPFn vNt p4 Mmxa Y1uw. Mel e� 6N4.M .a+Po.aMilCwt cv�Y9}
' cis. w.d W.LWfam.. Ww.W
Sn�p •awPLi L11Y r '
• 01 � CAWXJ<CYfxM; Y. a i fv{us ff/p)yN igFpO Vf•IW.TI\ SY4y.C1
iG11M1Gin4{aM�NJawvnA� aln•dgaY.as 1Y111
' HNK. snafelaia PYJAEYtPwaRYKWeO1FArvCun]gl•LIwhGRNYxfaW`RN�CaA�•"�—�• I�PGPAR+'N Id�M1Y'-�4ofhAeG ltl iNRR o.V
ocgn4ltrNaa_HrPwuOf�NENnm wai%µmM.'NL ___ _
i R.M1 bfuaif: wwt• Naeo aaJNAi •MJi• f4f9eAb. ]SM.�
sN: a ewwfLnttewRSI WSRtnAwO
o. PY[W t.VT4iv41AOnK. Nw 6 3 .J].W] 4J3f.NG •ifm .YJfRN• ilWte -
VL'4PIa'Y�3NLaY1JPn; RY.WA eNN
YPI.a: ru�iHomwwcrwnT.maTlre1..�4.�xw+axnvertwa++oaaunP+akalalrPan'�Naxvi•�'xel<uawrvz+o
wmle.�+rtinil¢.�-...,•••••�••nsilcT4xfeNe+IRwvC./aTOMz+faCw-a+fPW141�CI.aCngNo`3u4uR.aidwvNi••••••u•—•
4txtWnlOFTcd.w�NpµwyN. _
nwlOVfie•L• /+Y.tWunl.i .faRG .FR.Ao PiilvO nN.fNC aJWIM
f141: RL 01neLE✓JINGe4P1.Le4YR
or analYpllwwncR awary a wvAP vaeyo• asea•e• a.f+eLe• Fi•aiaa
TaNCxrvvRlttYcm.CrtlYhT SgC.[�aT.i WYC
.Mow.. AMRLgIw a feube 94'/pUe. ay�ae• >mfNAi •4lk1
fq.: tx •triply Pniaq••iM•1KAyfwe was
' 45 3MY�.C[WRI WA16 L.wi"aplCR fam • 1 +ae wnAe �' o
�9R[SYMvdR4Ri �.4GA.Yll 1]a/f
uelb[a
a'M1....i0h1F •`wi1m�M f 'aA• .n.NC P[Jn. lASPe r
MN cW.4LORRPLN/KaFT
•. rwammanr.�Y. • a esux r-IxiRe .win 4�ze•e sww.e4e
1 wain w.waafenrp cgrttiTx 41Ti1
p Auer VMA At@ fV�IdlpT
Agra• pVkdFla OEfNLRFPmRt PI l
tr� w S PocITY
s•� m LPaaPN=.cNYPYG.1C91a=ETY9Jl[DWO
4r114fR o! PIIHIC>•.wREfY[NALNNp'P'Y17
PIsuO:FFETYLMIE -
I mo" UYY wFBH]BR
. OIPP4Ila11e m NPRA�C
YNPa4fµ 19Oo T�Aaq" lam
Iba-<9ageN+ 'J Z*a r 4N1 I32kWf
hwlwa NO AddxRpw(aKw NO
ae�P d's room 8l•ATlory
' - Fi+N.V� FPS NRL'oROOFEA STLYL
aFO 5 NppIPICnrF1ERP'J`R}ILb
�PtwauLre l ffft .ERSY"
INTKI$TOx SYsfEM
ARMdY1pl-aaww
nftEX.YM-auFgxRTIC
.rn n• mu.•+1r.�oa.Hq{-aew..r
Ca Vhlfx RnwORCEC CCNQt¢rp,OLRuNEiA(.WRT.NN
R.WUW ewu1 fifi1COTR�
lvYtlNwae CMMETE R]ITHG VQN WAIJS.CCNO1tFTE eXMCx xxxctLNO
faPnexlf�w ASPIfJLTTILE,CMPtYMo
CdMq Ra•tli •GW�
Pde.ue {.6iCREYF�'KOCKOR%NM,1♦aTlDS '
90 R•L141ggENECLCYRATCR
R l 'IGtlH
HE NO-EWCTR(C�p I LOA WIX Mrl+an�tCi'KRac 1M11(O6
XCFINO..RNFT[C w/LLINPRFEI W[latlw.MVNfMa 0al/A4
NRCLM6n�aVlxn-R90FTtlP cON9[CPENTWN VVAY
ROOF MP Sntvenm: I�e,Pl+Eralw•CmRLaPWW� YTiOO,ma
GPwxY.K4 •.Y xu
.&FR. HCE5 ANULOCWPMNC RifK66iRYCINIE.Na/YTE AYERJOE AKD LL ENP4YICGNEYR CPelLI�E wfn,� 1Y}DOfIO
MEADOW
N•]PNygCI16]pfCA'RpyryTFICLISIE;•TCpVU'1LG1GV./SPGCTS RyLmna[e.
MEABO�E AKIeMJF iPINCL1lOEFUL MEI1NN,xEaWpfemdOCAPMu+rIL'S.SGCInITYEY�fGCARC CpmIInV•IUN nPoAm
• LT11OM0FORRRE�P�DCGPMIOv TaW MiexdbY+IP•. ]2R'WNp
FFYM•rIO RYN'M�M.lC • ,
1lfARIINQSPt'nTesslonal Asset Solutions
F'RMS 8c C' ND777O '
I. Fee schedule provided is inclusive of all expenses inpused by MMIMUS,but exclusive of taxes.
2. The City of Palm Springs acknowledges project completion upon delivery of final reports.
3_ The fees proposed in this contract are valid for a period of 90 days.
5. , Limitation of Liability - % no event shall MA5zMWS be liable for special, indirect, incidental,
economic,consequential of punitive damages,regardless of the legal theory under which such dacuages are
sought,and even if ALUMAUS has been advised of the likelihood of such damages. The City agrees that
MAXUAUF.S tonal liability to the City or any third party for any and all damages whatsoever arising out of
or in any way related to this Agreement from any cause,including but not limited to contract liability or
nrAMMUS negligence, errors, omissions, strict liability, breach of cont ma or breach of.warranty shall
not;in the aggregate,exceed the fees paid to MAXDdl i.$hereunder.
AvnroAT7A=N-PAGE
We sincerely appreciate the opportunity to provide appraisal services to the City of palm Springs. All fees
are in US Dollars and include alhout-of pocket expenses. if I can clarify any details,please call me at B0D-
450-119& Upon authorizing ibis proposal,greaser 1
nal m rh0 g�sil m my afF�at the addess listedTbelow
i
In Buildings x $149/13ldg µ $Q
'tne proposed fees showla above are based on the eeamated quantity of all buildings.
The fiaal fee is leased on:the total building count and may vary from the estimate.
RFSPBCIFLJILY OFFERED BY: .A.CCLP7'ED$Y:
MAXMxUS"fi ,Inc. City of Palm Springs, CA
David E Mddendorf,ARM P Signature:
Vice President
MAXI A MS,Inc_
Asset Solutions Division Name;
Date:August 11,20O8
Tide:
Date:
MA JS will the Cy forTO°/v offees dr nq thefiddawrk pOvoy of. rbepivjaamV,
thef=eCoo=mrrdustt M=xd=.sh ourfinal r blrroFcrr arr due ientLfn 3D dye ofi irlpt
7
f
EXHIBIT "B"
INSURANCE PROVISIONS
Including
Verification of Coverage,
Sufficiency of Insurers,
Errors and Omissions Coverage,
Minimum Scope of Insurance,
Deductibles and Self-h-isured Retentions, and
Severability of Interests (Separation of Insureds)
]] Revised:9MI07
507639.2
Insurance
Consultant shall procure and maintain, at its sole cost and expense, and submit
concurrently with its execution of this Agreement, in a form and content satisfactory to the City,
public liability and property damage insurance against all claims for injuries against persons or
damages to property resulting froin Consultant's performance under this Agreement. Consultant
shall also carry workers' compensation insurance in accordance with California workers'
compensation laws. Such insurance shall be kept in fall force and effect during the term of this
Agreement, including any extension thereof, and shall not be cancelable without thirty (30) days
advance written notice to City of any proposed cancellation. Certificates of insurance evidencing
the foregoing and designating the City, its elected officials, officers, employees, agents, and
volunteers as additional named insureds by original endorsement shall be delivered to and
approved by City prior to eominencement of services. The procuring of such insurance and the
delivery of policies, certificates, and endorsements evidencing the same shall not be construed as
a limitation of Consultant's obligation to indemnify City, its elected officials, officers, agents,
employees, and volunteers.
A. Minimum Scope of Insurance. The minimum amount of insurance required
hereunder shall be as follows'
1. Comprehensive general liability and personal injury with limits of at least
one million dollars ($1,000,000.00) combined single limit coverage per occurrence and two
million dollars ($2,000,000)general aggregate;
2. Automobile liability insurance with limits of at least one million dollars
($1,000,000.00)per occurrence;
I
3. Professional liability (errors and omissions) insurance with limits of at
least one million dollars ($1,000,000.00) per occurrence and two million dollars ($2,000,000)
annual aggregate; and,
4. Workers' Compensation insurance in the statutory amount as required by
the State of California and Employer's Liability Insurance with limits of at least one million
dollars$1 million per occurrence. If Consultant has no employees, Consultant shall complete the
City's Request for Waiver of Workers' Compensation Insurance Requirement form.
For any claims related to this Agreement, Consultant's insurance coverage shall be
primary insurance as respects City and its respective elected officials, officers, employees,
agents, and volunteers. Any insurance or self insurance maintained by City and its respective
elected officials, officers, employees, agents, and volunteers shall be in excess of Consultant's
insurance and shall not contribute with it. For Workers' Compensation and Employer's Liability
Insurance only, the insurer shall waive all rights of subrogation and contribution it may have
against City,its elected officials, officers, employees, agents, and volunteers.
B. Errors and Omissions Coverage. If Consultant provides claims made
professional liability insurance, Consultant shall also agree in writing either(1) to purchase tail
insurance in the amount required by this Agreement to cover claims made within three years of
12 Revised:3123W
5U7639.2
the completion of Consultant's services under this Agreement, or (2) to maintain professional
liability insurance coverage with the same carrier, or equivalent coverage with another company,
in the amount required by this Agreement for at least three years after completion of
Consultant's services under this Agreement. Consultant shall also be required to provide
evidence to City of the purchase of the required tail insurance or continuation of the professional
liability policy.
C. Sufficiency. of Insurers. Insurance required herein shall be provided by
authorized insurers in good standing with the State of California. Coverage shall be provided by
insurers admitted in the State of California with an A.M. Best's Key Rating of B++, Class VII, or
better,unless otherwise acceptable to the City.
A. Verification of Coverage. Consultant shall famish City with both certificates of
insurance and endorsements, including additional insured endorsements, effecting all of the
coverages required by this Agreement. The certificates and endorsements are to be signed by a
person authorized by that insurer to bind coverage on its behalf. All proof of insurance is to be
received and approved by the City before work commences. City reserves the right to require
ConsuItant's insurers to provide complete, certified copies of all required insurance policies at
any time. Additional insured endorsements are not required for Errors and Omissions and
Workers' Compensation policies.
j Verification of Insurance coverage may be provided by: (1) an approved General and/or
Auto Liability Endorsement Form for the City of Palm Springs or(2) an acceptable Certificate of
Liability Insurance Coverage with an approved Additional Insured Endorsement with the
following endorsements stated on the certificate:
1. "The City of Palm Springs, its officials, employees. and agents are named as an
additional insured... " ("as respects City of Palm Springs Contract No._" or 'for any and all
work performed with the City"maybe included in this Statement).
2. 'Miis insurance is primary and non-contributory over any insurance or self-
insurance the City may have..." ("as respects City of Palm Springs Contract No. " or '!/or any
and all workperformed with the City"may be included in this statement).
3. "Should any of the above described policies be canceled before the expiration
date thereof, the issuing company will mail 30 days written notice to the Certificate Holder
named." Language such as, "endeavor to" mail and "but failure to mail such notice shall impose
no obligation or liability of any kind upon the company, its agents or representative" is not
acceptable and must be crossed out.
4. Both the Workers' Compensation and Employers' Liability policies shall contain
the insurer's waiver of subrogation in favor of City, its elected officials, officers, employees,
agents, and volunteers.
In addition to the endorsements listed above, the City of Palm Springs shall be named the
certificate holder on the policies.
s076SU 13 Revised'TDID7
All certificates of insurance and endorsements are to be received and approved by the City
before work commences. All certificates of insurance must be authorized by a person with
authority to bind coverage, whether that is the authorized agent/broker or insurance underwriter.
Failure to obtain the required documents prior to the commencement of work shall not waive the
Consultant's obligation to provide them-
E. Deductibles and Self-Insured Retentions. Any deductibles or self-insured
retentions must be declared to and approved by the City prior to commencing any work or
services under this Agreement. At the option of the City, either the insurer shall reduce or
eliminate such deductibles or sell'insured retentions as respects the City, its elected officials,
officers, employees, agents, and volunteers; or, Consultant shall procure a bond guaranteeing
payment of losses and related investigations, claim administration, and defense expenses.
Certificates of Insurance must include evidence of the amount of any deductible or self-insured
retention under the policy. Consultant guarantees payment of all deductibles and self-insured
retentions.
F. Severability of Interests (Separation of Insureds). This insurance applies
separately to each insured against whom claim is made or suit is brought except with respect to
the limits of the insurer's liability.
14 Revised:3123/07
507G3)2