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

Home Browse Search

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