MARK THOMAS & COMPANY, INC. (6) - Laserfiche WebLink

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SCOPE OF SERVICES CITY OF SANTA ANA 1111LIA SANTA ANA BOULEVARD GRADE SEPARATION 0 IN MARK TMGMAS and trust account establishment for collected rents Fees for Property Management are and deposits. Our team coordinates access for estimated based on available information. inspections, oversees hazardous materials testing Additional property Management may be and abatement, and manages demolition activities required. including removal of underground storage tanks 9.7 Business Goodwill Appraisals and compliance with environmental regulations. Monument ensures all properties are Monument's business goodwill appraiser will professionally managed and transitioned in full perform the necessary research, investigation, and compliance with local, state, and federal analysis to provide written appraisal reports in requirements. compliance with the standards of the Uniform Property Management fees (up to six months) Standards of Professional Appraisal Practice include, per parcel (USPAP) as it pertains to business valuations. Goodwill work will encompass steps including, but • Fees up to six months of property not limited to, the following: management service, including coordination of rent collection and Communicate with the City and/or coordination with the City. All rent representatives to ascertain the scope of payments to be payable directly to City. the assignment and provide responsive proposals for each task order. • One board up service. • Communicate with the subject business • One weed abatement service. and/or representatives to commence the • One graffiti cleanup service. data gathering process. • One trash removal/property cleanup 0 Review and analyze the financial service (excludes hazardous materials). statements of the subject business, • Security service to consist of one unarmed including internal income statements and guard performing one daily physical patrol balance sheets as well as tax returns. and inspection. • Interview the owners and/or managers of • Bi-monthly pest control services. the subject business, and/or review • Landscaping services. deposition transcripts. Such • One-time set up and removal of security interviews/depositions are intended to fencing, if needed. The fee assumes 100 provide the appraiser with a thorough linear feet of fencing for a six-month period. understanding of the business's products, • One-time locksmith/rekeying service. operations, management, employees, • Security Measures: Fee includes the option marketing, competition, and industry, as of one security measure (security, fencing, well as an understanding of recent financial or board-up) per parcel. trends and outlook. Deliverables: • Conduct site and area inspections of both Property management for up to 4 the subject location and the business • relocation site, if applicable. Properties Review leases and other contracts Assumptions: pertinent to the business operations. • All direct costs associated with the • Coordinate with other professionals, such subconsultant property management as fixtures and equipment appraisers, real services are not included in the subject estate appraisers, and relocation fees and are to be paid via the trust consultants, to avoid duplication of account or directly by the City. compensation. • The scope and fees of property Research the business industry, economic management do not include the initiation or factors affecting the business, and the management of trust accounts. marketplace for sales of businesses similar to the subject.