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HomeMy WebLinkAboutAAC - Interim Oshkosh City Assessor Contract Combined Version - 4-15-2025 City Hall, 215 Church Avenue P.O. Box 1130 Oshkosh, WI 54903-1130 http://www.ci.oshkosh.wi.us AGREEMENT FOR CITY ASSESSOR SERVICES 1. Parties. This Agreement is made by and between the following: a. City of Oshkosh, a Wisconsin Municipal Corporation (City) 215 Church Avenue Oshkosh, Wisconsin 54901-4747 b. Associated Appraisal Consultants, Inc., a Wisconsin Corporation (AAC) W6237 Neubert Road Appleton, Wisconsin 54913-7989 2. Effective Date. April 15, 2025. 3. Termination Date. December 31, 2025, except for the following circumstances: a. City Assessor Appointed: AAC has been informed and understands that the City of Oshkosh may recruit or employ an in-house city assessor. If the City is successful in hiring an in-house city assessor, then the parties may mutually agree to an earlier termination date for this Agreement or the City may unilaterally terminate this agreement upon no less than 30 days’ notice to AAC. b. For Cause: If either party shall fail to fulfill in timely and proper manner any of the material obligations under this Agreement, the other party may, at its discretion, terminate this Agreement by written notice. In this event, AAC shall be entitled to compensation to the date of delivery of the Notice. c. Upon termination for any reason AAC shall turn over all deliverables completed under the Agreement within fifteen (15) calendar days of the date of termination. Docusign Envelope ID: 00F85674-89BE-4750-A59A-59C7ED0C0CF6 2 April 15, 2025 4. Fees. In return for AAC’s agreement with the terms and conditions described herein, and performance of the services promised, the City will pay AAC sum not to exceed seven thousand and NO/100 dollars ($7,000.00) monthly or a total of eighty-four thousand and NO/100 dollars ($84,000.00) for the contract term. The City agrees to make such payment(s) upon AAC’s acceptance of these terms and performance of the services described. This amount is inclusive of all costs, fees, and expenses. a. The compensation due to AAC shall be paid in monthly installments for each assessment year as outlined in this Agreement. Invoices will be provided by AAC on or before the first day of each month and shall be paid by the City no later than thirty (30) days from the date of invoice. b. If any statement amount is disputed, the City may withhold payment of such disputed amount and shall provide to AAC a statement as to the reason(s) for withholding payment. Amounts invoiced and not disputed shall be paid according to the regular schedule agreed upon. c. All payments shall be made to: Associated Appraisal Consultants, Inc., P.O. Box 291, Greenville, Wisconsin, 54942-0291 5. Services Provided. A detailed description of the work to be performed is attached as Exhibit A. A timeline of services is attached as Exhibit B. 6. Component Parts of the Parties’ Agreement. For convenience, the parties agree to compile various separate documents related to this project and incorporate them into this Agreement. Therefore, the terms and conditions of this Agreement may be in multiple places, and consist of the component parts described below. The component parts may or may not be physically attached to this Agreement. Regardless of whether or not they are attached, they are considered to be fully incorporated as a part of this Agreement. The component parts of this Agreement are: a. The terms of this Agreement, including any other documents or terms referenced and/or attached, but not including component parts identified below. Docusign Envelope ID: 00F85674-89BE-4750-A59A-59C7ED0C0CF6 3 April 15, 2025 b. AAC’s Assessment Services Proposal Prepared for City of Oshkosh, dated September 27, 2024. c. The terms and conditions are listed above in order of importance. If terms and conditions in various component parts are conflicting, then the terms and conditions in the component part first listed will control over the conflicting term and condition found in the later component part. The preceding rule of interpretation may be modified by the parties in particular circumstances that may be explicitly described elsewhere in this Agreement. 7. Representatives. The parties assign the following persons as the primary contacts for their respective interests related to managing and carrying out the tasks of this Agreement. While AAC must identify a person with Assessor I or II Certifications who will be responsible for the day-to-day tasks required by this Agreement, AAC shall also at all times appoint a Supervisor/Manager with an Assessor III Certification with the ability to promptly respond to questions and concerns that the City may have regarding Commercial maintenance assessment tasks and obligations. These persons may be changed upon written notice from the party making the change. a. For the City: Sara Rutkowski, Assistant Community Development Director Contact: 920-236-5045 srutkowski@oshkoshwi.gov b. For AAC: Day-to-day operations: Kim Boehm Contact: 920-224-8820 Email: kboehm@apraz.com Supervisor/Manager: Dean Peters Contact: 920-224-8803 Email: dpeters@apraz.com 8. Records and Deliverables. Reports, plans and specifications, and other information may be provided to City as deliverables for this Project. Specific records and deliverables are identified and described elsewhere in this Agreement, including attached Exhibit B. Use, and treatment, of deliverables shall be allowed as follows: Docusign Envelope ID: 00F85674-89BE-4750-A59A-59C7ED0C0CF6 4 April 15, 2025 a. Deliverables prepared under this Agreement shall become the property of the City upon completion of the work and payment in full of all monies due to AAC. b. However, AAC may continue to use the deliverables and information therein for descriptions or discussions of this project in other contexts, and may also use some or all of the information in the deliverables in or for other projects. Any such subsequent use by AAC shall be without royalty or other fees, or obligations, to City. 9. Time of the Essence. The parties explicitly understand the importance of the subject of this Agreement, in that the purpose of this Agreement addresses one of the more fundamental tasks of a governmental body, which is the City’s taxation of private property. AAC and the City agree that they will proceed accordingly. a. The property assessment process is required to proceed according to statutory processes and timelines. Therefore, time is of the essence regarding all required tasks described in this Agreement. b. AAC shall perform the services under this Agreement with diligence and expediency consistent with statutory requirements and sound professional practices. c. Exhibit B, as attached to this Agreement, identifies a timeline the parties mutually agree upon. Each milestone described in the timeline is material and strict compliance is expected. AAC must notify the City in writing upon compliance with all milestone requirements. If AAC reasonably believes it may not meet one or more required milestones within the agreed upon timeline, then AAC must notify the City verbally and in writing as soon as AAC has identified a situation in which they may not comply with a milestone within the agreed upon timeline. d. Failure to meet any milestone within the agreed upon timeline, except those failures that are directly caused by the City’s failure to perform material obligations described in this Agreement, will result in the City declaring a default of the contract as a whole, or imposing liquidated damages or other remedies as described in this Agreement. Docusign Envelope ID: 00F85674-89BE-4750-A59A-59C7ED0C0CF6 5 April 15, 2025 e. If AAC believes that its potential non-compliance with a project milestone is the result of any deficiency of the City’s performance any of the City’s required functions, then AAC shall notify the City verbally and in writing immediately upon identifying such deficiency so that the parties may attempt to resolve the matter. f. While the City believes that time spent on this project should be focused on performing the substance of this Agreement, the City nevertheless stresses the importance of communication and updates on tasks achieved, problems encountered, and opportunities to resolve issues. Therefore, the milestones, timelines, and guidance described herein are minimum requirements. Early notifications of potential issues are preferred over waiting for material problems to present themselves. g. AAC’s advance notification of issues, problems, or the potential of failing to comply with milestones does not absolve or waive the City’s right to declare a breach, default, or other failure to comply with any term herein. AAC is expected to utilize sufficient additional resources necessary to address the issue or problem to ensure milestones are met. h. The City agrees that AAC is not responsible for damages arising directly or indirectly from any delays for causes beyond AAC’s control. For the purposes of this Agreement, such causes include, but are not limited to, strikes or other labor disputes, severe weather disruptions or other natural disasters, public health emergencies, or failure of performance by the City. If the delays resulting from any such causes increase the time required by AAC to perform its services in an orderly and efficient manner, AAC shall be entitled to an equitable adjustment in schedule, understanding, however, that the required tasks are subject to statutory requirements. 10. Assignment. Neither party to this Agreement shall transfer, sublet or assign any rights under or interest in this Agreement (including, but not limited to, monies that are due or monies that may be due) without the prior written consent of the other party. The City has complete discretion regarding its consent to any request for assignment. 11. Independent Contractor. AAC is an independent contractor and is not an employee of the City. Docusign Envelope ID: 00F85674-89BE-4750-A59A-59C7ED0C0CF6 6 April 15, 2025 12. Cooperation with Department of Revenue (DOR) Audits and Litigation. AAC shall fully and completely cooperate with the City, the DOR, the City’s attorneys, the City’s Insurer, and any other Auditors or other representative of the City (collectively, the “City” for purposes of this Agreement). a. Cooperation is expected in connection with any internal or governmental investigation or administrative, regulatory, arbitral or judicial proceeding (collectively “Litigation”) or internal or governmental Audit, with respect to matters relating to this Agreement. b. Excluded from this duty of cooperation is a third-party proceeding in which AAC is a named party and AAC and the City have not entered into a mutually acceptable joint defense agreement. c. Examples of expected cooperation may include, but shall not be limited to, responding to requests for documents and/or other records, and making AAC’s employees available to the City (or their respective insurers, attorneys or auditors) upon reasonable notice for: (i) interviews, factual investigations, and providing declarations or affidavits that provide truthful information in connection with any Litigation or Audit; (ii) appearing at the request of the City to give testimony without requiring service of a subpoena or other legal process; (iii) volunteering to the City all pertinent information related to any Litigation or Audit; and (iv) providing information and legal representations to auditors in a form and within a timeframe requested. d. City shall reimburse AAC for reasonable direct expenses incurred in connection with providing documents and records required under this paragraph and may require, at the City’s sole discretion, such expenses to be documented by receipts or other appropriate documentation. Reasonable direct expenses include costs, such as copying, postage and similar costs; but do not include wages, salaries, benefits and other employee compensation. AAC shall not be entitled to additional compensation for employee services provided under this paragraph. 13. Standard of Care. The standard of care applicable to AAC's Services will be the degree of skill and diligence normally required by the Department of Revenue and that is employed by professionals performing the same or similar services during the time period said services are performed. All of the work performed by AAC Docusign Envelope ID: 00F85674-89BE-4750-A59A-59C7ED0C0CF6 7 April 15, 2025 under this Agreement shall be accomplished in accordance with the provisions of the laws of the State of Wisconsin and with all rules and regulations officially adopted and promulgated by the Wisconsin Department of Revenue. AAC shall re-perform any services not meeting this standard without additional compensation. 14. City Responsibilities. A detailed description of City Responsibilities is attached as Exhibit C. 15. Hold Harmless. It is the intention of the parties that each party shall be solely responsible for its own actions, inactions, and activities, including the actions and activities of its own officers, employees and agents while acting within the scope of their employment. a. AAC covenants and agrees to protect and hold the City of Oshkosh harmless against all actions, claims, and demands which may arise related to this Project. AAC’s obligations will be to the proportionate extent caused by or resulting from the intentional or negligent acts of AAC, its agents or assigns, its employees, or any sub-consultant it has retained to assist with this issue. The relevant acts are those which are related to the performance of this Agreement or which are caused by or result from any vi olation of any law or administrative regulation. AAC shall indemnify or refund to the City all sums expended including court costs, attorney fees, and punitive damages which the City may be obliged or adjudged to pay. Claims or demands are due within thirty (30) days of the date of the City’s written demand for indemnification or refund for those actions, claim, and demands caused by or resulting from intentional or negligent acts as specified in this paragraph. b. Subject to any and all immunities and limitations contained in Wisconsin Statutes, Sec. 893.80, and any applicable part of the Wisconsin Statutes, the City agrees to hold AAC harmless from liability, including claims, demands, losses, costs, damages, and expenses of every kind and description (including death), to the proportionate extent caused by or result from the intentional or negligent acts of the City, its agents or assigns, its employees, or its sub-consultants related to the performance of this Agreement or which may be caused or result from any violation of any law or administrative regulation, where such liability is founded upon or grows Docusign Envelope ID: 00F85674-89BE-4750-A59A-59C7ED0C0CF6 8 April 15, 2025 out of the acts or omission of any of the officers, employees or agents of the City of Oshkosh while acting within the scope of their employment. c. The intention of this paragraph is that the parties are responsible for their own actions or inactions under this Agreement, except for claims, settlements, judgments or monetary damages claimed in relation to tax assessments under paragraph d. below. d. City covenants and agrees to protect, defend, and hold AAC harmless from all claims and liabilities relating to the assessment or taxation of property, including but not limited to claims made and circuit court actions under Wis. Stat. §74.35, §74.37 and/or liability under Wis. Stat. § 70.503 and any penalties imposed by law under these statutes. 16. Insurance. AAC agrees to procure and retain in good standing policies which in all respects comply with the attached City of Oshkosh Insurance Requirements for Professional Services, Exhibit D attached hereto. 17. Default/Remedies. (a) Failure to Meet Milestone Dates / Liquidated Damages. AAC recognizes that time is of the essence for the performance of its responsibilities under this Agreement and the City will suffer damages, including and not limited to financial loss, if the work is not completed within the times specified, plus any extensions agreed upon between the City and AAC. The parties also recognize the significant delays, expense, and difficulties involved in identifying and proving actual losses suffered by the City if the work performed by AAC is not completed according to the milestones identified within the agreed upon timeline. Accordingly, instead of requiring such proof, the City and AAC agree that as liquidated damages sustained by the City for delay, but not as a penalty, AAC shall pay to the City, which amount may be set off by the City upon AAC invoices, an amount equal to $100 per day for each business day that AAC fails to meet any specified milestone deadline set forth in this Agreement. Continued failure to meet milestone date(s) may result in termination of the Agreement. (b) Breach of Agreement. An Event of Default under this Agreement shall be defined as when either party breaches any provision of this Agreement or its obligations under this Agreement; provided, that written notice of the Docusign Envelope ID: 00F85674-89BE-4750-A59A-59C7ED0C0CF6 9 April 15, 2025 breach has been given to the other party and the breaching party has failed to cure such breach within ten (10) business days, if a longer period is reasonably required under the circumstances, so long as the breaching has begun to cure such breach in good faith within the ten (10) day period and thereafter diligently continues to cure such breach the parties may agree to extend this period. Notwithstanding the foregoing or any other term in this Agreement, any failure by AAC to comply with any milestone identified within the parties’ agreed upon timeline shall result in the immediate application of liquidated damages except in those situations where the City has agreed, in writing and signed by authorized individuals, to adjust or extend any milestone requirement. (c) City Remedies upon Event of Default. In the Event of Default by AAC, the City may terminate the Agreement. All work completed by AAC and paid for by the City shall be transferred to the City within fifteen (15) calendar days of the date of termination. (d) Delay in Exercise of Rights Not Waiver. No delay or omission to exercise any right or power by either party upon any default by the other party shall impair any such right or power or shall be construed to be a waiver thereof, but any such right and power may be exercised from time to time and as often as may be deemed expedient as long as the default is continuing. (e) Written Waiver Required. In the event this Agreement is breached by either party and such breach is expressly waived in writing by the other party, such waiver shall be limited to the particular breach so waived and shall not be deemed to waive any other concurrent, previous, or subsequent breach hereunder. A party's acquiescence in not enforcing any portion of this Agreement shall not provide a basis for the application of estoppel or other like defense or otherwise constitute waiver. Any waiver of any provision of this Agreement by the City must be express and in writing. (f) Compensation for Costs of Breach. Whenever there is an Event of Default by a party hereunder, and the non-breaching party employs attorneys or incurs other expenses for the collection of payment due or for the enforcement of any obligation or agreement contained in this Agreement, the breaching shall, on demand thereof, pay to the non-breaching party the reasonable fees of such attorneys and such other reasonable expenses incurred by the non-breaching party. Docusign Envelope ID: 00F85674-89BE-4750-A59A-59C7ED0C0CF6 10 April 15, 2025 18. Whole Agreement / Amendment. This document and any attachments identified or documents referenced contain all terms and conditions of the Agreement and any additions, subtractions, or alterations to the resulting Agreement shall be invalid unless made in writing, signed by both parties and incorporated as an amendment to this Agreement. 19. No Third-Party Beneficiaries. This Agreement gives no rights, benefits, or obligations to anyone other than City and AAC and therefore there are no third- party beneficiaries of this Agreement. 20. Non-Discrimination. AAC will not discriminate in its actions related to this Agreement on the basis of race, color, creed, age, and gender, or other protected classes as otherwise prohibited by law. A breach of this term may be regarded as a material breach of this Agreement. AAC agrees that all hiring or employment related to this Agreement will not involve any discrimination against any employee or applicant for employment related to race, color, religion, sex, sexual orientation, gender identity, national origin, or other protected class as otherwise prohibited by law. 21. Public Records. The City is a governmental entity that is required to comply with Wisconsin public records laws. AAC acknowledges that Wisconsin Public Records laws assume records are available for public viewing unless there are specific other laws that prevent or limit release, and further acknowledge s that documents provided to a public entity such as the City are treated by the law differently than documents provided to a private entity. AAC also acknowledges that it is a contractor of the City and therefore pursuant to Wisconsin law may be in possession of public records which are not otherwise also in the possession of the City. AAC agrees to cooperate with the City and any public records requests. Notwithstanding any other term of this Agreement, including component parts, the City will always be allowed to use documents in conformity with all applicable laws, including public records laws. Any action the City takes that is consistent with any applicable law shall not be considered a breach or vi olation of this Agreement, regardless if this Agreement or any attachment or referenced document includes terms or conditions that conflict with applicable law that the City is following. AAC may elect to challenge a public records decision by City, but must do so at its own risk and own cost, regardless of the outcome of such challenge. Docusign Envelope ID: 00F85674-89BE-4750-A59A-59C7ED0C0CF6 11 April 15, 2025 22. Confidentiality. City as a public body is required by law to maintain certain levels of transparency of its activities, including those activities carried out through AACs. The assessment process, as described by statute and other regulations, requires that certain information gathered from property owners or their agents and/or representatives remain confidential. Therefore, only those documents related to annual maintenance assessment services that benefit from explicit statutory protections may be redacted or withheld from release. AAC’s designation of documents or information as “confidential,” “proprietary,” or similar designation will not prevent its public viewing or use unless it is otherwise protected by law. Similarly, references to lawful protections of information and documents through intellectual property rights, trade secrets, or similar designations, will be protected only to the extent that they qualify for statutory or common law protections. As a general rule, in light of the statutory definition and required chain of custody protocols, it is unlikely that information disclosed to City would be considered a valid trade secret. AAC may elect to challenge a decision in this regard by the City, but will do so at its own risk, and its own cost, regardless of the outcome of such challenge. 23. Agreement Not to Be Construed Against Any Party. This Agreement is the product of negotiation between all parties and therefore no term, covenant or provision herein or the failure to include a term, covenant or provision shall be construed against any party hereto solely on the basis that one party or the other drafted this Agreement or any term, covenant or condition contained herein. 24. No Waiver. Failure of either party to insist upon the strict performance o f terms and provisions of this Agreement, or any of them, shall not constitute or be construed as a waiver or relinquishment of that party’s right to thereafter enforce such term or provision, and that term of the provisions shall continue in full force and effect. 25. Severability. If any term, covenant, condition or provision of this Agreement shall be adjudged invalid or unenforceable by a court of competent jurisdiction, the remainder of this agreement shall not be affected thereby and the remainder of the agreement shall be valid and enforceable to the fullest extent permitted by law. 26. Choice of Law, Venue, and Dispute Resolution. The laws of the State of Wisconsin shall govern the interpretation and construction of this Agreement. Winnebago County shall be the venue for all disputes arising under this Agreement. Under no circumstance shall any dispute between the parties be subject to arbitration. Docusign Envelope ID: 00F85674-89BE-4750-A59A-59C7ED0C0CF6 12 April 15, 2025 27. Signatures. By placing their signatures below, each individual affirms that the entity they represent is authorized to enter into this Agreement, and further affirm that they are authorized by the entity they are representing to bind their respective parties to the terms and conditions of this Agreement. Signature Page to Follow Docusign Envelope ID: 00F85674-89BE-4750-A59A-59C7ED0C0CF6 13 April 15, 2025 Associated Appraisal Consultants, Inc. By: _____________________________ Mark Brown / President CITY OF OSHKOSH By: _______________________________ Rebecca Grill, City Manager And: _______________________________ Diane Bartlett, City Clerk Approved as to form: I hereby certify that the necessary provisions have been made to pay the liability which will accrue under this contract _____________________________ Lynn A. Lorenson, City Attorney ______________________________________ Julie Calmes, Finance Director Docusign Envelope ID: 00F85674-89BE-4750-A59A-59C7ED0C0CF6 Exhibit A Description of Work to be performed I. Overall Description of Work to be Performed. AAC shall be the statutory Assessor for the City of Oshkosh and responsible for the duties and responsibilities delegated to the City Assessor by Wisconsin Statutes. AAC is currently under contract with the City for Commercial Revaluation Services for calendar year 2025 and Annual Maintenance Services through 2027. This Agreement shall be in addition to and in coordination with the services provided in those separate agreements. II. Compliance with Statutes and Wisconsin Property Assessment Manual. As statutory assessor, AAC shall ensure that all assessments are made in accordance with Wisconsin State Statutes and the Wisconsin Department of Revenue Wisconsin Property Assessment Manual and shall be responsible for all final values arrived at in compliance with same. III. Assigned Personnel. AAC and the City agree that Mr. Dean Peters shall be assigned by AAC to the position of City of Oshkosh Assessor. Should Mr. Peters no longer work for AAC, should Mr. Peters become otherwise unavailable for work under this Agreement, or should his performance become unsatisfactory to the City, AAC may temporarily assign interim personal with the same or higher credentials and certifications to Mr. Peters to this Agreement and AAC and the City shall meet to consider and agree upon longer term resolution which resolution may include, but is not limited to, assignment of other personnel or termination of the Agreement. All personnel assigned to or performing work for the City shall present a positive, professional appearance and perform work professionally and in a courteous manner. The City reserves the right to prohibit assignment of any employee of AAC from participation in services under this Agreement, if the City reasonably determines there is good cause to do so. If the City deems the performance of any employee to be unsatisfactory, the City shall promptly notify and discuss with AAC this issue, and AAC shall promptly reassign such employee so that they no longer perform work under this Agreement. IV. AAC shall be the statutory assessor for the City of Oshkosh and responsible for the duties and responsibilities delegated to the city assessor by Wisconsin Statutes, including but not limited to, the oversight, review and validation of assessment functions performed by city assessment staff; the completion of all necessary documents in accordance with the requirements of Chapter 70 of the Wisconsin Statutes; preparation and attendance at the annual Board of Review; Docusign Envelope ID: 00F85674-89BE-4750-A59A-59C7ED0C0CF6 and cooperation with other city departments and divisions in relation to the preparation of the tax roll, review of claims, challenges to assessments and other matters pertaining to the responsibilities of the city assessor. V. AAC shall generally act in an advisory capacity to City assessment staff, including providing guidance and training to personnel with respect to assessment information, practices, and procedures. AAC shall not be responsible for supervisory tasks not directly associated with assessment duties, but shall convey any observations pertaining to noteworthy accomplishments, exceptional performance of duties, or concerns pertaining to the performance of duties of city staff to the city representative as designated for this Agreement. VI. AAC shall provide office hours at least two days per month which may be flexible as agreed upon by the City’s designated representative. VII. In cooperation with the City, AAC shall provide oversight of progress and help answer any questions relating to city staff field work and office review of real estate assessments to implement best practices for creating, maintaining and updating records and information pertaining to the following: a. Property sales b. New construction or remodeling (as identified by permits) c. Buildings destroyed, significantly damaged or removed (as identified by permits) d. New recorded plats and certified survey maps e. Annexations f. Property formerly exempt, now assessed g. Changes in use h. Changes in property classification VIII. Assessment Program/ Property Record Cards. AAC will use the existing City of Oshkosh iasWorld Computer Assisted Mass Appraisal (CAMA) System as a base for the work performed under this Agreement including the property record card as designed and which may be modified from time to time within the software and will review real estate valuations prepared using this system for compliance with State statutes and the WPAM and modify or work with city assessment staff as necessary to modify values as may be determined to be appropriate in AAC’s professional judgment. IX. AAC shall be responsible for the review and determination of requests for exemption. Docusign Envelope ID: 00F85674-89BE-4750-A59A-59C7ED0C0CF6 X. Prior to Open Book conferences, AAC will work with city staff to review all properties that changed in value from the prior year and make the proper correlation of values between the cost, market and income approaches to value. This review will cover each parcel that changed in value from the prior assessment year so as to eliminate errors in computations that may have occurred, to ensure uniformity amongst property types, to verify building classification and depreciation estimates regarding physical, functional, and economic obsolescence, and to be sure that all lands and improvements are properly accounted for. XI. AAC will work with city staff to carry on a suitable program of public information to provide the public with information to understand the assessment process, dates and deadlines for submission of information or appeals, and to provide the public with information on how to contact the Assessor’s Division with questions or concerns relative to their individual property assessment. XII. Open Book Conference. Upon completion of the City's review of assessments and prior to the completion of the assessment rolls, AAC shall work with city staff to hold Open Book conferences for the purpose of enabling property owners or their agents to review and compare the assessed values. If property owner requests an in-person conference, City staff will ensure meeting space is available at City Hall for said conference. Under existing agreements AAC shall be responsible for conducting all Open Book appointments for commercial class properties. As City Assessor AAC shall assist City staff with and provide guidance in regard to residential class properties. Conferences may be held on an appointment basis. The City and AAC shall mutually agree upon the date and hours of conferences to ensure that all property owners have an opportunity to review their assessment. AAC shall make any adjustments to the assessments based upon information received during the open book conference and shall assure that all assessments are finalized the tax roll is completed, balanced and signed timely for Board of Review. XIII. Board of Review. Mr. Dean Peters will attend meetings of the Board of Review to explain and defend the assessed value of commercial appeals and be prepared to testify under oath in regard to such values, and shall defend and/or assist in the defense of all residential appeals. In the event of appeal to the Department of Revenue or the courts, AAC shall make available a qualified representative(s) upon request from the City, for up to eight (8) employee hours per appeal, to furnish testimony in defense of the Docusign Envelope ID: 00F85674-89BE-4750-A59A-59C7ED0C0CF6 values established by AAC in all cases which might be filed within one (1) year of the adjournment of the applicable Board of Review. Testimony of more than eight (8) employee hours per appeal will require an addendum to this Agreement. XIV. Filing of Reports with Wisconsin Department of Revenue. As City Assessor, AAC shall be responsible for completing and filing of all required reports with the Wisconsin Department of Revenue by required deadlines. XV. AAC shall keep the City designated Representative regularly informed as to the progress of tasks to be achieved and as to any problems, issues, or concerns regarding responsibilities under this Agreement and the performance of work. Information concerning progress can be shared via email, phone calls or other forms of communication as deemed necessary. XVI. Misc. Provisions. a. The contract price shall include all costs related to this Agreement. AAC or its employees shall provide their own transportation necessary to perform AAC’s responsibilities under this Agreement as well as any food or drink during periods performing work for the City of Oshkosh. b. AAC shall be available to attend, upon request of the City, meetings regarding progress and general performance under this Agreement with the Community Development Director, City Manager, City Attorney or other relevant staff and/or City Council meetings upon reasonable prior notice. These meetings shall not exceed more than eight (8) hours per year or additional compensation may be agreed upon to meet. Docusign Envelope ID: 00F85674-89BE-4750-A59A-59C7ED0C0CF6 Exhibit B Timeline Year 2025 Timeline: AAC will begin work on or before April 15, 2025. AAC shall adhere to revaluation timelines and milestones as provided in Exhibit B of the existing contract between AAC and city entitled “Agreement for Property Revaluation Services” which terminates on November 30, 2025. For all other dates and milestones required of the assessor by DOR or Wisconsin Statutes, AAC shall comply with the DOR’s 2025 Assessor Calendar of Events [www.revenue.wi.gov/dor%20publications/assessor- calendar.pdf]. AAC shall complete the commercial revaluation by September 15, 2025 with the exception of the Open Book and Board of Review. Docusign Envelope ID: 00F85674-89BE-4750-A59A-59C7ED0C0CF6 Exhibit C City Responsibilities I. The City shall retain control over the administration of the overall assessment process and be responsible for employment-related issues for city employees. II. Information from City Records. The City shall furnish, at AAC’s request and without cost, such information as is needed by AAC to aid in the progress of the project, providing it is reasonably obtainable from City records including, but not limited to, previous assessment rolls, utility layouts, building permits, tax records, building plans, records of special assessments, plats, zoning and any other maps. AAC may reasonably rely upon the accuracy, timeliness, and completeness of the information provided by City. Hardware/Software Requirements. The City shall provide, maintain, and assure that AAC shall have reasonable access to the data processing facilities, including multiple remote computer access points, on which AAC will encode the data for annual maintenance assessment years. The City shall provide, at no cost to AAC, suitable office space and all necessary accoutrements to allow AAC to perform the functions of commercial property valuation, including but not limited to desks, chairs, and a shared copier/ printer. The City will provide AAC staff with training of City’s software of choice as is deemed necessary by the City at City’s cost. III. Review and Authorization. To prevent any unreasonable delay in AAC’s work, the City will examine all reports and other documents and will make any authorizations necessary to proceed with work within a reasonable time period. IV. Printing and Distribution of Forms and Notices. The City shall be responsible for the printing and distribution of statutorily required forms and notices pertaining to assessments. V. The City shall aid AAC in a responsible promotion of public information concerning the work under this Agreement. VI. Misc. Provisions. Docusign Envelope ID: 00F85674-89BE-4750-A59A-59C7ED0C0CF6 a. The City shall provide administrative support and assistance as may be reasonably necessary to accomplish assessment related activities. b. The City shall respond to normal and customary internal and external requests for information and correspondence. c. The City shall assist AAC with the defense of assessments. Docusign Envelope ID: 00F85674-89BE-4750-A59A-59C7ED0C0CF6 Exhibit D City of Oshkosh Insurance Requirements for Professional Services Docusign Envelope ID: 00F85674-89BE-4750-A59A-59C7ED0C0CF6 Insurance Requirements for the City of Oshkosh Revised: February 7, 2024 Revised: April 26, 2022 Revised: April 11, 2022 Revised: February 1, 2022 Revised: December 20, 2018 Revised: May 12, 2014 Revised: April 14, 2014 Revised: October 23, 2013 Revised: July 16, 2012 Revised: May 25, 2012 Revised: May 9, 2012 Revised: December 21, 2011 Revised: March 31, 2011 Original: January 14, 2011 Docusign Envelope ID: 00F85674-89BE-4750-A59A-59C7ED0C0CF6 4/26/22 City of Oshkosh Insurance Requirements INTRODUCTION The City’s Insurance Requirements describe the insurance required, some of which identify the risks to be covered and allow the Contractor and its Insurer some flexibility in covering those risks. The City will not be reviewing each and every detail of the Contractor’s policy, but expects that the required coverage exists. The City’s action, or inaction, of allowing the contract to proceed does not act as a waiver of any insurance requirement or an alteration of any required term of the contract. To the contrary, the City relies on the affirmations of the Contractor and to the extent that such affirmations are false, misleading, or in error, the City reserves the right to, in addition to enforcement of contract requirements, the ability to pursue any false, misleading, or erroneous affirmations. It is important that the City of Oshkosh is adequately protected from loss due to the negligence of others (contractors, suppliers, vendors, etc.) who are working for, with, or on behalf of the City of Oshkosh. To help achieve this goal, the City of Oshkosh requires that other parties carry a certain level of insurance that will protect, defend and indemnify the City from losses arising out of their activities or from their products. The following standards have been established to help provide direction and consistency for City of Oshkosh Departments. Until the appropriate certificate of insurance verifying the required coverage is obtained, the City of Oshkosh will NOT be issuing a license, permit or entering into a contract. Insurance requirements for jobs or activities such as asbestos abatement, pollution clean up, oil recycling, hazardous waste removal, or any new contract or activity where it is not clear what level of insurance should be required will be determined by the City Attorney and the Safety & Risk Management Officer. The City Attorney and/or the Safety & Risk Management Officer are responsible for the review of all certificates of insurance to determine if they meet the insurance requirements. There may be times when an organization or Contractor can not meet the insurance requirements. Any significant variance from the standards must be authorized by the City Attorney and/or the Safety & Risk Management Officer. Docusign Envelope ID: 00F85674-89BE-4750-A59A-59C7ED0C0CF6 4/14/14 III - 1 CITY OF OSHKOSH INSURANCE REQUIREMENTS III. PROFESSIONAL SERVICES LIABILITY INSURANCE REQUIREMENTS The Contractor shall not commence work on contract until proof of insurance required has been provided to the applicable City department before the contract or purchase order is considered for approval by the City. It is hereby agreed and understood that the insurance required by the City of Oshkosh is primary coverage and that any insurance or self insurance maintained by the City of Oshkosh, its officers, council members, agents, employees or authorized volunteers will not contribute to a loss. All insurance shall be in full force prior to commencing work and remain in force until the entire job is completed and the length of time that is specified, if any, in the contract or listed below whichever is longer. 1. PROFESSIONAL LIABILITY A. Limits (1) $1,000,000 each claim (2) $1,000,000 annual aggregate B. Must continue coverage for 2 years after final acceptance for service/job 2. GENERAL LIABILITY COVERAGE A. Commercial General Liability (1) $1,000,000 each occurrence limit (2) $1,000,000 personal liability and advertising injury (3) $2,000,000 general aggregate (4) $2,000,000 products – completed operations aggregate B. Claims made form of coverage is not acceptable. C. Insurance must include: (1) Premises and Operations Liability (2) Contractual Liability (3) Personal Injury (4) Explosion, collapse and underground coverage (5) Products/Completed Operations must be carried for 2 years after acceptance of completed work (6) The general aggregate must apply separately to this project/location 3. BUSINESS AUTOMOBILE COVERAGE– If this exposure shall exist: A. $1,000,000 combined single limit for Bodily Injury and Property Damage each accident B. Must cover liability for Symbol #1 - “Any Auto” – including Owned, Non-Owned and Hired Automobile Liability. Docusign Envelope ID: 00F85674-89BE-4750-A59A-59C7ED0C0CF6 4/14/14 III - 2 4. WORKERS COMPENSATION AND EMPLOYERS LIABILITY – “If” required by Wisconsin State Statute or any Workers Compensation Statutes of a different state. A. Must carry coverage for Statutory Workers Compensation and an Employers Liability limit of: (1) $100,000 Each Accident (2) $500,000 Disease Policy Limit (3) $100,000 Disease – Each Employee 5. UMBRELLA LIABILITY - If exposure exists, provide coverage at least as broad as the underlying Commercial General Liability, Watercraft Liability (if required), Automobile Liability and Employers Liability, with a minimum limit of $2,000,000 each occurrence and $2,000,000 aggregate, and a maximum self-insured retention of $10,000. 6. ADDITIONAL PROVISIONS A. Acceptability of Insurers - Insurance is to be placed with insurers who have an A.M. Best rating of no less than A- and a Financial Size Category of no less than Class VI, and who are authorized as an admitted insurance company in the state of Wisconsin. B. Additional Insured Requirements – The following must be named as additional insureds on all Liability Policies for liability arising out of project work - City of Oshkosh, and its officers, council members, agents, employees and authorized volunteers. On the Commercial General Liability Policy, the additional insured coverage must be ISO form CG 20 10 07 04 or its equivalent and also include Products – Completed Operations ISO form CG 20 37 07 04 or its equivalent for a minimum of 2 years after acceptance of work. This does not apply to Professional Liability, Workers Compensation and Employers Liability. C. Certificates of Insurance acceptable to the City of Oshkosh shall be submitted prior to commencement of the work to the applicable City department. These certificates shall contain a provision that coverage afforded under the policies will not be canceled or non renewed until at least 30 days’ prior written notice has been given to the City Clerk – City of Oshkosh. Docusign Envelope ID: 00F85674-89BE-4750-A59A-59C7ED0C0CF6 CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYY) THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER CONTACT NAME: PHONE (A/C. No. Ext): FAX (A/C. No): E-MAIL ADDRESS: INSURER(S) AFFORDING COVERAGE NAIC # INSURER A: ABC Insurance Company NAIC # INSURED INSURER B: XYZ Insurance Company NAIC # INSURER C: LMN Insurance Company NAIC # INSURER D: INSURER E: INSURER F: COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE AMY BE ISSUED OR MAY PERTAIN. THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR LTR TYPE OF INSURANCE ADDL INSR SUBR WVD POLICY NUMBER POLICY EFF (MM/DD/YYY) POLICY EXP (MM/DD/YYY) LIMITS GENERAL LIABILITY EACH OCCURRENCE $ 1,000,000 COMMERCIAL GENERAL LIABILITY DAMAGE TO RENTED PREMISES (Ea occurrence) $ 50,000 A CLAIMS-MADE OCCUR MED EXP (Any one person) $ 5,000 ISO FORM CG 20 37 OR EQUIVALENT PERSONAL & ADV INJURY $ 1,000,000 GENERAL AGGREGATE $ 2,000,000 GEN’L AGGREGATE LIMIT APPLIES PER: PRODUCTS – COMP/OP AGG $ 2,000,000 POLICY PRO- JECT LOC $ AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT (Ea accident) $ 1,000,000 ANY AUTO BODILY INJURY (Per person) $ B ALL OWNED AUTOS SCHEDULED AUTOS BODILY INJURY (Per accident) $ HIRED AUTOS NON-OWNED AUTOS PROPERTY DAMAGE (Per accident) $ $ UMBRELLA LIAB OCCUR EACH OCCURRENCE $ 2,000,000 A EXCESS LIAB CLAIMS-MADE AGGREGATE $ 2,000,000 DED RETENTION $10,000 $ C WORKERS COMPENSATION AND EMPLOYERS’ LIABILITY ANY PROPRIETOR/PARTNER/EXECUTIVE OFFICE/MEMBER EXCLUDED? Y / N (Mandatory in NH) N If yes, describe under DESCRIPTION OF OPERATIONS below WC STATU- TORY LIMITS OTH- ER E.L. EACH ACCIDENT $ 100,000 E.L. DISEASE – EA EMPLOYEE $ 100,000 E.L. DISEASE – POLICY LIMIT $ 500,000 A PROFESSIONAL LIABILITY $1,000,000 EACH CLAIM $1,000,000 ANNUAL AGGREGATE DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (Attach ACORD 101, Additional Remarks Schedule, if more space is required) Additional Insureds per attached endorsements. Certificates of Insurance acceptable to the City of Oshkosh shall be submitted prior to commencement of the work to the applicable City department. These certificates shall contain a provision that coverage afforded under the policies will not be canceled or non renewed until at least 30 days’ prior written notice has been given to the City Clerk – City of Oshkosh. CERTIFICATE HOLDER CANCELLATION City of Oshkosh, Attn: City Clerk 215 Church Avenue PO Box 1130 Oshkosh, WI 54903-1130 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE, THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESENTATIVE © 1988-2010 ACORD CORPORATION. All rights reserved. ACORD 25 (2010/05) The ACORD name and logo are registered marks of ACORD Insurer(s) must have a minimum A.M. Best rating of A- and a Financial Performance Rating of VI or better. Policy effective and expiration date. Policy effective and expiration date. Policy effective and expiration date. Policy effective and expiration date. General Liability Policy Number Auto Liability Policy Number Professional Liability Policy Number Workers Compensation Policy Number Insurance Agent’s contact information. Insurance Agency contact information, including street address and PO Box if applicable. Insured’s contact information, including name, address and phone number. Insurance Standard III SAMPLE CERTIFICATE Please indicate somewhere on this certificate, the contract or project # this certificate is for. Umbrella Liability Policy Number Policy effective and expiration date. Docusign Envelope ID: 00F85674-89BE-4750-A59A-59C7ED0C0CF6 POLICY NUMBER: COMMERCIAL GENERAL LIABILITY CG 20 10 07 04 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. ADDITIONAL INSURED – OWNERS, LESSEES OR CONTRACTORS – SCHEDULED PERSON OR ORGANIZATION This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART SCHEDULE Name Of Additional Insured Person(s) Or Organization(s): Location(s) Of Covered Operations As required by contract Any and all job sites Information required to complete this Schedule, if not shown above, will be shown in the Declarations. A. Section II – Who Is An Insured is amended to include as an additional insured the person(s) or organization(s) shown in the Schedule, but only with respect to liability for “bodily injury”, “property damage” or “personal and advertising injury” caused, in whole or in part, by: 1. Your acts or omissions; or 2. The acts or omissions of those acting on your behalf; In the performance of your ongoing operations for the additional insured(s) at the location(s) design- nated above. B. With respect to the insurance afforded to these additional insureds, the following additional exclu- sions apply: This insurance does not apply to “bodily injury” or “property damage” occurring after: 1. All work, including materials, parts or equip- ment furnished in connection with such work, on the project (other than service, maintenance or repairs) to be performed by or on behalf of the additional insured(s) at the location of the covered operations has been completed; or 2. That portion of “your work” out of which the injury or damage arises has been put to its in- tended use by any person or organization other than another contractor or subcontractor en- gaged in performing operations for a principal as a part of the same project. CG 20 10 07 04 © ISO Properties, Inc., 2004 Page 1 of 1 Insurance Standard III SAMPLE CERTIFICATE Please indicate somewhere on this certificate, the contract or project # this certificate is for. Policy # Docusign Envelope ID: 00F85674-89BE-4750-A59A-59C7ED0C0CF6 POLICY NUMBER: COMMERCIAL GENERAL LIABILITY CG 20 37 07 04 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. ADDITIONAL INSURED – OWNERS, LESSEES OR CONTRACTORS – COMPLETED OPERATIONS This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART SCHEDULE Name Of Additional Insured Person(s) Or Organization(s): Location And Description Of Completed Operations As required by contract Any and all job sites Information required to complete this Schedule, if not shown above, will be shown in the Declarations. Section II – Who Is An Insured is amended to include as an additional insured the person(s) or organization(s) shown in the Schedule, but only with respect to liability for “bodily injury”, “property dam- age” caused, in whole or in part, by “your work” at the location designated and described in the sched- ule of this endorsement performed for that additional insured and included in the “products-completed operations hazard”. CG 20 37 07 04 © ISO Properties, Inc., 2004 Page 1 of 1 Policy # Insurance Standard III SAMPLE CERTIFICATE Please indicate somewhere on this certificate, the contract or project # this certificate is for. Docusign Envelope ID: 00F85674-89BE-4750-A59A-59C7ED0C0CF6 ANY PROPRIETOR/PARTNER/EXECUTIVE OFFICER/MEMBER EXCLUDED? INSR ADDL SUBR LTR INSD WVD PRODUCER CONTACT NAME: FAXPHONE (A/C, No):(A/C, No, Ext): E-MAIL ADDRESS: INSURER A : INSURED INSURER B : INSURER C : INSURER D : INSURER E : INSURER F : POLICY NUMBER POLICY EFF POLICY EXPTYPE OF INSURANCE LIMITS(MM/DD/YYYY)(MM/DD/YYYY) AUTOMOBILE LIABILITY UMBRELLA LIAB EXCESS LIAB WORKERS COMPENSATION AND EMPLOYERS' LIABILITY DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) AUTHORIZED REPRESENTATIVE EACH OCCURRENCE $ DAMAGE TO RENTEDCLAIMS-MADE OCCUR $PREMISES (Ea occurrence) MED EXP (Any one person)$ PERSONAL & ADV INJURY $ GEN'L AGGREGATE LIMIT APPLIES PER:GENERAL AGGREGATE $ PRO-POLICY LOC PRODUCTS - COMP/OP AGGJECT OTHER:$ COMBINED SINGLE LIMIT $(Ea accident) ANY AUTO BODILY INJURY (Per person)$ OWNED SCHEDULED BODILY INJURY (Per accident)$AUTOS ONLY AUTOS HIRED NON-OWNED PROPERTY DAMAGE $AUTOS ONLY AUTOS ONLY (Per accident) $ OCCUR EACH OCCURRENCE CLAIMS-MADE AGGREGATE $ DED RETENTION $ PER OTH- STATUTE ER E.L. EACH ACCIDENT E.L. DISEASE - EA EMPLOYEE $ If yes, describe under E.L. DISEASE - POLICY LIMITDESCRIPTION OF OPERATIONS below INSURER(S) AFFORDING COVERAGE NAIC # COMMERCIAL GENERAL LIABILITY Y / N N / A (Mandatory in NH) SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF,NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED.NOTWITHSTANDING ANY REQUIREMENT,TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN,THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER.THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND,EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW.THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S),AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT:If the certificate holder is an ADDITIONAL INSURED,the policy(ies)must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED,subject to the terms and conditions of the policy,certain policies may require an endorsement.A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). COVERAGES CERTIFICATE NUMBER:REVISION NUMBER: CERTIFICATE HOLDER CANCELLATION © 1988-2015 ACORD CORPORATION. All rights reserved.ACORD 25 (2016/03) CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY) $ $ $ $ $ The ACORD name and logo are registered marks of ACORD ASSOC02 OP ID: DL 12/12/2024 DAVID VAN BOOGARD ADEMINO & ASSOCIATES 1001 TRUMAN P O BOX 99 KIMBERLY, WI 54136-0099 DAVID VAN BOOGARD 920-734-3110 920-734-6027 dvanboogard@ademino.com WEST BEND INSURANCE COMPANY ACCELERANT SPECIALTY INSURANCE ASSOCIATED APPRAISAL CONSULTANTS INC & GP ACQUISITION INC EVALIFI LLC PO BOX 291 GREENVILLE, WI 54942 A X 1,000,000 X X A323069 08/16/2024 08/16/2025 300,000 10,000 1,000,000 3,000,000 X X 2,000,000 1,000,000A X X A323069 08/16/2024 08/16/2025 XX 3,000,000A X A323069 08/16/2024 08/16/2025 3,000,000 WAIVEDX XA A339201 08/16/2024 08/16/2025 100,000 N 100,000 500,000 B S0004PL00101403 08/16/2024 08/16/2025 $10000DED 1,000,000 SEE ATTACHED OSCIT-4 CITY OF OSHKOSH PO BOX 1130 OSHKOSH, WI 54901 920-734-3110 15350 16890 ERRORS & OMISSIONS Docusign Envelope ID: 00F85674-89BE-4750-A59A-59C7ED0C0CF6 Date HOLDER CODE INSURED'S NAME PAGENOTEPAD: CITY OF OSHKOSH & ITS OFFICERS, COUNCIL MEMBERS, AGENTS, EMPLOYEES & AUTHORIZED VOLUNTEERS ARE ADDITIONAL INSURED WITH RESPECTS TO GENERAL LIABILITY FOR ONGOING OPERATIONS PER FORM BP0451 & COMPLETED OPERATIONS PER FORMS BP1402; AUTO LIABILITY & UMBRELLA LIABILITY. OSCIT-4 2 ASSOCIATED APPRAISAL CONSULTANTS INC 12/12/2024 ASSOC02 OP ID: DL Docusign Envelope ID: 00F85674-89BE-4750-A59A-59C7ED0C0CF6 Docusign Envelope ID: 00F85674-89BE-4750-A59A-59C7ED0C0CF6