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Contract #: 015951 - From: 06-30-2012 To: - Real Estate Research Consultants, Inc - Town of North Andover
�` /(yO Vt Vry w,+ W r 1� 1�' �� I�w V, �. �, A ... O �' URBELIS & FIELDSTEEL, LLP 155 FEDERAL STREET BOSTON, MASSACHUSETTS 02110-1727 CAROL HAJJAR McGRAvEY OF COUNSEL e-mail chm@uf-law.com April 19, 2011 Raymond Santilli Assistant Town Manager North Andover Town Offices 120 Main Street North Andover, MA 01845 RE: REAL ESTATE RESEARCH CONSULTANTS, INC. Dear Ray: Telephone 978-475-4552 Telephone 617-338-2200 Telecopier 617-338-0122 Enclosed please find the above -referenced contract, which has been approved as to form. Very truly yours, 9`arol Hajjar McGravey CHM/kmp Enclosure s:\wp51\work\n-andove\cortesp\santilli.ltr - contract34.docx TOWN OF NORTH ANDOVER 120 MAIN STREET NORTH ANDOVER, MASSACHUSETTS 01845 Raymond T Santilli Assistant Town Manager Attorney Carol McGravey Urbelis & Fieldsteel, LLP 155 Federal Street Boston, MA 02110 Dear Ms. McGravey: April 1, 2011 TEL (978) 688-9516 FAX (978) 688-9556 Enclosed please find for your review and approval three (3) original contracts, along accompanying documentation, between the Town of North Andover and Real Estate Research Consultants, Inc to conduct a residential re -inspection program for the Assessor's Office per the Request for Proposals issued on February 24, 2011. Thank you in advance for your attention to this matter. Sincerely, Raymond T. Santilli Assistant Town Manager Enclosures Vul RealEstate Research Consultants, Inc. 1538 Turnpike Street • North Andover, MA 01845 978-681-1991 March 31, 2011 Mr. Raymond T. Santilli, Assistant Town Manager Town of North Andover 120 Main Street North Andover, MA 01845 Dear Mr. Santilli, Enclosed are the signed contracts for the Residential Re -inspection Program in the Town of North Andover. Also, I have enclosed the certificate of insurance. Please feel free to call me at your convenience if you have any questions or if you require any additional information. I thank you for your consideration in this matter, and we once again look forward to working with the Town of North Andover in the undertaking of this assignment. Vtruly yours, M Brian J. Pelletier President TOWN OF NORTH ANDOVER 120 MAIN STREET NORTH ANDOVER, MASSACHUSETTS 01845 Raymond T Santilli Assistant Town Manager Mr. Brian J. Pelletier, President Real Estate Research Consultants, Inc. 1538 Turnpike Street North Andover, MA 01845 Dear Mr. Pelletier: March 29, 2011 TEL (978) 688-9516 FAX (978) 688-9556 The Town of North Andover has decided to award the contract to Real Estate Research Consultants, Inc. for the Residential Re -inspection Program per the Request for Proposals issued on February 24, 2011. Enclosed please find three (3) original standard Town of North Andover contracts for appropriate review and signature. Please return the signed contract documents and all required accompanying paperwork to my attention as soon as possible. Please ensure that all insurance certificates list the Town of North Andover as an "additional insured". If you have any questions and/or concerns, please call me. Sincerely, Raymond T. Santilli Assistant Town Manager Enclosures TOWN OF NORTH ANDOVER CONTRACT DATE: This Contract is entered into on, or as of, this date by and between the Town of North Andover (the "Town"), and Contractor: Real Estate Research Consultants, Inc. Address: 1538 Turnpike Street North Andover, MA 01845 Telephone Number: 978-681-1991 Fax Number: 1. This is a Contract for the procurement of the following: Residential Re -Inspection Program, under the auspices of the Assessor's Office, in accordance with the Request for Proposals dated February 24, 2011 and the proposal submitted on March 7, 2011 2. The Contract price to be paid to the Contractor by the Town of North Andover is: Inspection per parcel with no data entry $24.00 Inspection per parcel with data entry $26.00 Assumes 3,000 parcels but subject to change at sole discretion of Assessor's Office 3. Payment will be made as follows: Monthly billing, upon review and approval of Assessor's Office 4. Definitions: 4.1 Acceptance: All Contracts require proper acceptance of the described goods or services by the Town of North Andover. Proper acceptance shall be understood to include inspection of goods and certification of acceptable performance for services by (Rev 5-2007) Contract by and between Town of North Andover and Real Estate Research Consultants, Inc. Page 1 authorized representatives of the Town to insure that the goods or services are complete and are as specified in the Contract. 4.2 Contract Documents: All documents relative to the Contract including (where used) Instructions to Bidders, Proposal Form, General Conditions, Supplementary General Conditions, General Specifications, Other Specifications included in Project Manual, Drawings, and all Addenda issued during the bidding period. The Contract documents are complementary, and what is called for by any one shall be as binding as if called for by all. The intention of the document is to include all labor and materials, equipment and transportation necessary for the proper performance of the Contract. 4.3 The Contractor: The "other party" to any Contract with the Town. This term shall (as the sense and particular Contract so require) include Vendor, Contractor, Engineer, or other label used to identify the other party in the particular Contract. Use of the term "Contractor" shall be understood to refer to any other such label used. 4.4 Date of Substantial Performance: The date when the work is sufficiently complete, the services are performed, or the goods delivered, in accordance with Contract documents, as modified by approved Amendments and Change Orders. 4.5 Goods: Goods, Supplies or Materials. 4.6 SubContractor: Those having a direct Contract with the Contractor. The term includes one who furnished material worked to a special design according to the Drawings or Specifications of this work, but does not include one who merely furnishes material not so worked. 4.7 Work: The services or materials contracted for, or both. 5. Term of Contract and Time for Performance: This Contract shall be fully performed by the Contractor in accordance with the provisions of the Contract Documents on or before June 30, 2012, unless extended pursuant to a provision for extension contained in the Contract documents at the sole discretion of the Town, and not subject to assent by the Contractor, and subject to the availability and appropriation of funds as certified by the Town Accountant. The time limits stated in the Contract documents are of the essence of the Contract. 6. Subject to Appropriation: Notwithstanding anything in the Contract documents to the contrary, any and all payments which the Town is required to make under this Contract shall be subject to appropriation or other availability of funds as certified by the Town Accountant. In the absence of appropriation, this Contract shall be immediately terminated without liability for damages, penalties or other charges. 7. Permits and Approvals: Permits, Licenses, Approvals and all other legal or administrative prerequisites to its performance of the Contract shall be secured and paid for by the Contractor. (Rev 5-2007) Contract by and between Town of North Andover and Real Estate Research Consultants, Inc. Page 2 VA COMPANY: 9C/V Evaluation of `Residential Re -Inspection Program' Submissions Minimum Criteria/Oualifications Each applicant must demonstrate that it meets the following minimum qualifications: A. Contractor shall have a minimum of seven (7) years experience in performing the work described in this RFP. B. Contractor shall submit a complete list of all contracts performed in the past five (5) years that are similar in scope to this project with dates, contact names and telephone numbers. C. Contractor shall submit a minimum of five (5) references of contracts performed that are similar in scope to this project with contact names and telephone numbers. D. The Contractor must evidence the successful completion of at least ten (10) residential data recollection and/or full measure and listing in Massachusetts communities, with 5,000 or more taxable single family residential real estate parcels for entry into a micro computer based Computer Assisted Mass Appraisal system. At least three of these must have taken place in the last three years. The work product must have satisfied of all Massachusetts Department of Revenue requirements relating to such data collection. E. A list of municipalities for which the Contractor is currently committed to data recollection, data entry or valuation update, the services to be provided, and client contacts both for FYI I and FY 12. F. Contractor must submit a comprehensive work plan addressing the components indicated below and containing the following information for each component: starting date, completion date, and contractor's staff assignments. o Project Startup o Data Collection o Data Sheet Corrections o Timely Delivery of Data Collection Sheets to Assessor's Office o Review by Assessor's Office o Data Entry (Assuming data entry by Contractor's staff) o Weekly meetings with Chief Assessor to discuss project progress/completion The work plan must evidence a project completion date no later than June 30, 2012 Evaluation of `Residential Re -inspection Program' Submissions Page 1 of 6 G. The Contractor must have a staff of at least five (5) full-time, non -clerical individuals, dedicated to providing real property data collection and who are sufficiently familiar with the residential data entry format of the Town's current system so that they can accurately collect the descriptive property data in a timely fashion and to change the sketch vectoring to ensure that the corrections are delivered within a week of the data collection H. The Contractor must set forth the project staffing to be utilized on this project including, but not limited to, Project Director, data entry staff, real property listers, and staff who edit and or change the sketch vectoring. For each individual, list the following information and provide a complete and updated resume: o Name o Title o Project Responsibilities o Man -Hours This Project o Man -Hours Other Projects I. The proposed Project Director must have at least five years experience as a Project Director supervising residential data collection and complete revaluations in Massachusetts communities with a housing mix similar to North Andover and which had at least 10,000 or more taxable real estate parcels and which involved supervising the correction of data used on a Intel based PC Residential Computer Assisted Mass Appraisal System. J. If the Contractor's employees do the data entry on the Town's CAMA, they must have a minimum of two years full time experience doing residential data entry experience on a residential CAMA system including significant experience on the CSC system, currently used by the Town. The contractor shall document each individual's experience. K. A copy of financial statements for the Contractor's most recent fiscal year. (Note: The Assessor's Office reserves the right to request additional information relative to the contractor's financial stability.) L. Submission of separate and sealed proposal. M. Submission of required statements and forms. ALL MINIMUM CRITERIA/QUALITIFCATIONS MET: Evaluation of `Residential Re -inspection Program' Submissions YES NO Page 2 of 6 I Comparative Evaluation Criteria All proposals meeting the minimum criteria/qualifications will then be evaluated based upon the specific comparative evaluation criteria. The following point schedule will be utilized: Highly advantageous 5 points Advantageous 3 points Least Advantageous 1 point Does Not Meet 0 points * Response excels on the specific criterion Response meets evaluation standard for the criterion Response does not fully meet the criterion or leaves a question or issue not fully addressed Does not address the criterion * Proposal is automatically eliminated from further consideration if "0 points" is received in any category. A. Contractor's experience with residential descriptive data recollection and complete relisting programs in Massachusetts for use on micro computer based CAMA systems and compliance with all Mass. DOR. guidelines for data collection ♦ Vendor having twenty or more successful detached residential data recollections in Massachusetts, three or more of which have taken place in the last three years, for entry into a micro computer based CAMA system including data recollections for entry into the Sigma CAMA system as currently used by the Town of North Andover, and experience recollecting North Andover residential real estate data will be considered Highly Advantageous (5 points) ♦ Vendor having at least ten, but less than twenty successful detached residential data recollection in Massachusetts, three of which have taken place within the last three years, for entry into a micro computer based CAMA systems including data recollections for entry into the CAMA system as currently used by the Town of North Andover, and experience recollecting North Andover residential real estate data will be considered Advantageous (3 points) ♦ Vendor having less than ten successful detached residential data recollections, in Massachusetts, for entry into a micro computer based CAMA system will be considered Least Advantageous (1 point) ♦ Vendor having no experience in Massachusetts will be considered as Does Not Meet minimum requirements (0 points and elimination from further consideration) SCORE FOR COMPARATIVE EVALUATION CRITERIA A: _- B. Contractor's years of experience ♦ Vendor having ten or more years experience in providing real property mass appraisal services in Massachusetts will be considered Highly Advantageous (5 points) Evaluation of `Residential Re -inspection Program' Submissions Page 3 of 6 V� ♦ Vendor having at eight or nine years experience in providing real property mass appraisal services in Massachusetts will be considered Advantageous (3 points) ♦ Vendor having seven years experience in providing real property mass appraisal services in Massachusetts will be considered Least Advantageous (1 point) ♦ Vendor having less than seven years experience in providing real property mass appraisal services in Massachusetts will be considered as Does Not Meet minimum requirements (0 points and elimination from further consideration) SCORE FOR COMPARATIVE EVALUATION CRITERIA B:_ C. Qualifications and experience of the data collection staff to be assigned to this project ♦ Completion of three or more IAAO or equivalent appraisal examination courses, five or more years full time experience with a Massachusetts appraisal vendor collecting residential data for input into a micro computer based CAMA system in Massachusetts, involving several thousand parcels, two or more projects collecting residential data for the CSC CAMA system currently in use in North Andover, and accurately changing sketch vectoring will be considered Highly Advantageous (5 points) ♦ Completion of three or more IAAO or equivalent appraisal examination courses, three or more years full time experience with a Massachusetts appraisal vendor collecting residential data for input into a micro computer based CAMA system in Massachusetts, involving several thousand parcels, at least one project collecting residential data for the CSC CAMA system currently in use in North Andover, and accurately changing sketch vectoring will be considered Advantageous (3 points) ♦ Completion of three or fewer IAAO or equivalent appraisal examination courses and three or fewer years full time experience collecting residential data in Massachusetts for input into a micro computer based CAMA system will be considered Least Advantageous (1 point) ♦ No formal residential appraisal training (IAAO Course 1 or equivalent) and two or fewer years full time experience collecting residential data in Massachusetts for input into a micro computer based CAMA system in Massachusetts will be considered as Does Not Meet minimum requirements (0 points and elimination from further consideration) SCORE FOR COMPARATIVE EVALUATION CRITERIA C: Evaluation of `Residential Re -inspection Program' Submissions Page 4 of 6 D. Assigned Project Manager's years of experience and qualifications ♦ More than eight years experience in a Project Director or Project Supervisor capacity on real property data collection projects and complete revaluation projects and supervisory experience in a community similar to North Andover, BS/BA degree with appraisal education equal to that required IAAO CAE designation, and more than five years experience with PC based CAMA systems including the CSC CAMA system Version III currently in use by the Town of North Andover will be considered Highly Advantageous (5 points) ♦ More than five years experience in a Project Director or Project Supervisor capacity on real property data collection projects and complete revaluation projects and supervisory experience in a community similar to North Andover, BS/BA degree with appraisal education equal to the IAAO RES designation, and more than five years experience with PC based CAMA systems including the CSC CAMA system currently in use by the Town of North Andover will be considered Advantageous (3 points) ♦ More than five years experience in a Project Director or Project Supervisor capacity on real property data collection projects and complete revaluation projects but with no supervisory experience in a community similar to North Andover, BS/BA degree with three or fewer IAAO or equivalent examination courses, and less than five years experience with PC based CAMA systems will be considered Least Advantageous (1 point) ♦ Less than five years experience in a Project Director or Project Supervisor capacity on real property data collection and complete revaluation projects will be considered as Does Not Meet minimum requirements (0 points and elimination from further consideration) SCORE FOR COMPARATIVE EVALUATION CRITERIA D: Evaluation of `Residential Re -inspection Program' Submissions Page 5 of 6 COMPANY: SUMMARY �Rc ALL MINIMUM CRITERIA/QUALIFICATIONS MET: YES NO SCORE FOR COMPARATIVE EVALUATION CRITERIA A: 5 SCORE FOR COMPARATIVE EVALUATION CRITERIA B: S SCORE FOR COMPARATIVE EVALUATION CRITERIA C: 5 SCORE FOR COMPARATIVE EVALUATION CRITERIA D: 5 - TOTAL SCORE: a" NAME OF EVALUATOR: 61�luu� 6d W -f DATE: 3 - R �T7 —,;� d // Evaluation of `Residential Re -inspection Program' Submissions Page 6 of 6 APPENDIX A - PRICE PROPOSAL Task Inspection per parcel* with no data entry Inspection per parcel* with data entry Other charges/expenses: $ 24.00 $ 26.00 a *Assumes 3,000 parcels but subject to change at sole discretion of Assessor's Office Business Name Real Estate Research Consultants, Inc. Business Address 1 538 Turnpike St., North Andover, MA 01845 Business Phone (978)681-1991 Fax (978)681-1995 Brian J. Pelletier Name of Person Authorized to sign Price Proposal sign Price Proposal Signature of Above Person Town of North Andover RFP Page 28 of 28 Residential Re -inspection Program REAL ESTATE RESEARCH CONSULTANTS, INC. FINANCIAL STATEMENTS MAY 31, 2010 Grand-fiia-iko--n Tripoli, LLP CERTIFIED PUBLIC ACCOUNTANTS and BUSINESS ADVISORS To the Board of Directors and Stockholders of Real Estate Research Consultants, Inc. of North Andover, MA We have reviewed the accompanying balance sheet of Real Estate Research Consultants, Inc. as of May 31, 2010, and the related statements of income and retained earnings and cash flows for the year then ended, in accordance with Statement on Standards for Accounting and Review Services issued by the American Institute of Certified Public Accountants. All information included in these financial statements is the representation of the management of Real Estate Research Consultants, Inc.. A review consists principally of inquiries of Company personnel and analytical procedures applied to financial data. It is substantially less in scope than an audit in accordance with generally accepted auditing standards, the objective of which is the expression of an opinion regarding the financial statements taken as a whole. Accordingly, we do not express such an opinion. Based on our review, we are not aware of any material modifications that should be made to the accompanying financial statements in order for them to be in conformity with generally accepted accounting principles. July 12, 201 CHESTNUT GREEN 7 FEDERAL STREET, SUITE 21 DANVERS, MASSACHUSETTS 01923 (978) 777-6122 • FAX (978) 750-4066 LLQ Real Estate Research Consultants, Inc. Balance Sheet For the Year Ended May 31, 2010 Assets Current Assets Cash Accounts Receivable Total Current Assets Property and Equipment Vehichle Office Equipment Less Accumulated Depreciation Net Property and Equipment Other Assets Security Deposit Total Other Assets Total Assets $ 81,902 300,915 382,817 118,513 134,434 252,947 (165,442) 87,505 825 825 $ 471,147 See accountants' report and notes to the financial statements. a Real Estate Research Consultants, Inc. Balance Sheet For the Year Ended May 31, 2010 Liabilities Current Liabilities Accounts Payable Note Payable - Mercedes Note Payable - Lexus Loan Payable - Officers Accrued Payroll Federal Withholding Accrued Federal Taxes Accrued MA Corporate Taxes Accrued RI Corporate Taxes Accrued ME Corporate Taxes 1,705 9,257 8,949 127,586 19,856 10,872 649 764 300 4 Total Current Liabilities 179,942 Long -Term Liabilities Note Payable - Mercedes 10,654 Note Payable - Lexus 27,259 Total Long -Term Liabilities 37,913 Total Liabilities 217,855 Stockholders' Equity Capital Stock, No Par, 15,000 Shares 2,600 authorized, 15,000 shares issued and outstanding Retained Earnings 250,692 Total Stockholders' Equity 253,292 Total Liabilities and Stockholders' Equity $ 471,147 See accountants' report and notes to the financial statements. Sales Revenue Operating Expenses Real Estate Research Consultants, Inc. Statement of Income and Retained Earnings For the Year Ended May 31, 2010 $ 2,221,679 2,218,723 Income (Loss) from Operations 2,956 Other Income (Expense) Interest Income 123 Total Other Income (Expense) 123 Income (Loss) Before Taxes 3,079 Income Taxes Federal Income Taxes 649 State Income Taxes 2,237 Total Income Taxes Net Income (Loss) Retained Earnings, Beginning Retained Earnings, Ending 2,886 193 250,499 $ 250,692 See accountants' report and notes to the financial statements. Real Estate Research Consultants, Inc. Statement of Cash Flows For the Year Ended May 31, 2010 Cash Flows from Operating Activities Net Income $ 193 Adjustments to reconcile net income (loss) to net cash provided by (used by) operating activities: Depreciation and amortization 14,256 (Increase) decrease in accounts receivable 39,912 Increase (decrease) in accounts payable (439) Increase (decrease) in other liabilities 27,695 Total Adjustments 81,424 Net cash provided by (used in) operating activities 81,617 Cash Flows from Investing Activities Capital expenditures (60,027) Net cash provided by (used in) investing activities (60,027) Cash Flows from Financing Activities Net Borrowings 25,216 Net cash provided by (used in) financing activities 25,216 Net increase (decrease) in cash and cash equivalents 46,806 Cash at Beginning of Period 35,096 Cash at End of Period $ 81,902 See accountants' report and notes to the financial statements. Real Estate Research Consultants, Inc. Statement of Income and Retained Earnings For the Year Ended May 31, 2010 Operating Expenses Consultants Fees & Expenses Payroll Payroll - Officers Pension Bonus Health & Life Insurance Payroll Taxes Rent Utilities Telephone Mileage Travel Expense Entertainment 50% Entertainment 100% Insurance - General Advertising Dues & Subscriptions Equipment Rental Computer Expense Depreciation Auto Expense Bonding Legal & Accounting Professional Organizations Office Supplies & Expense Postage Contributions Bank Charges Taxes- Local Bad Debt Interest Expense Total Operating Expenses 57,050 608,262 940,456 35,131 9,518 98,130 88,815 19,800 2,671 10,827 112,122 40,598 5,753 586 11,506 35,018 2,434 7,024 21,089 14,256 55,608 1,600 5,500 1,245 19,767 . 6,384 1,000 259 1,309 2,000 3,005 $ 2,218,723 See accountants' report and notes to the financial statements. REAL ESTATE RESEARCH CONSULTANTS, INC. Notes to Financial Statements May 31, 2010 NOTE 1 - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES A summary of the Company's significant accounting policies applied in the preparation of the accompanying financial statements follows: Organization and Purpose Real Estate Research Consultants, Inc., a Massachusetts corporation, is engaged in appraisals of municipal real estate and personal property primarily within Massachusetts. Occasionally, the Company performs services for municipalities located in other New England states. Basis of Accounting Assets and liabilities are recorded and revenues and expenses are recognized on the accrual basis of accounting. Prope . and Equipment Property and equipment additions are recorded at cost. Maintenance, repairs and renewals are expensed, and additions and improvements are capitalized. Depreciation is computed using accelerated methods over useful lives ranging from 5 to 7 years for office equipment. Use of Estimates The preparation of financial statements in conformity with generally accepted accounting principals requires management to make estimates and assumptions that effect certain reported amounts and disclosures. Accordingly, actual results could differ from these estimates. REAL ESTATE RESEARCH CONSULTANTS, INC. Notes to Financial Statements (Cont'd) May 31, 2010 NOTE 2 - RENTALS UNDER OPERATING LEASES The Company has entered into certain lease agreements in its normal course of business expiring in various years through 2011. The following is a schedule of future minimum rental payments required under operating leases that have initial or remaining non cancelable lease terms in excess of one year for the one year ending after May 31, 2010. Year ending Mayl , Amount 2011 3,905 3,9n,; NOTE 3 - CONCENTRATION OF CREDIT RULE The Company maintains its cash balance in one financial institution. The balances are insured by the Federal Deposit Insurance Corporation up to $100,000. At May 31, 2010, the Company's uninsured cash balance totals $-0-. NOTE 4 - RETIREMENT PLAN The Company has a SIMPLE IRA plan covering substantially all of its employees. The benefits are based on a maximum of 3% of participating employees salary, limited to employee contributions. To be eligible for the retirement plan, an employee needs to earn $5,000 during any six month period and be employed for at least six months. The Company contribution to the retirement for the fiscal year ending May 31, 2010 was $35,131. REAL ESTATE RESEARCH CONSULTANTS, INC. Notes to Financial Statements (Cont'd) May 31, 2010 NOTE 5 — LONG-TERM DEBT Summary of long-term debt is as follows: Note payable to bank due in monthly installments of $841.27 including interest at 5.09% through 2012. Collateralized by motor vehicle. $ 19,911 Note payable to bank due in monthly installments of $800.04 including interest at 1.9% through 2014. Collateralized by motor vehicle 36,208 56,119 Less current portion 18,206 37 13 The following is a summary of principal maturities of long-term debt during the next four years. May, 2012 $ 18,206 2012 17,421 2013 10,991 2014 9,501 UI' IU: JU .4 " _ CERTIFICATE OF LIABILITY INSURANCE L.�CERTIFICATE DATE 003/313/31/11 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 978-774-4338 Phil Richard &Assoc Ins., Inc 978-774-1318 27 Garden Street Unit 16 Danvers, MA 01923 Philip W. Richard CONTACT NAME: PHONE FAX Alc No Ext): A/C No): E-MAIL ADDRESS: PRODUCER REALE-1 CUSTOMER ID #: INSURERS AFFORDING COVERAGE NAIC # INSURED Real Estate Research Consultan 1538 Turnpike Street North Andover, MA 01845 A : Arbella Protection -INSURER INSURER 13: Travelers A/R INSURERC: 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 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. INSR LTR TYPEOFINSURANCE DL SUBR POLICY NUMBER POLICY EFF MMDPOLICY P LIMITS GENERAL LIABILITY EACH OCCURRENCE $ 1,000,00 A X COMMERCIAL GENERAL LIABILITY X 750014253 07103110 07103111 PREMISES ERENTED a occu rence $ 50,00 CLAIMS -MADE AI OCCUR MED EXP (Any one person) $ 5,00 PERSONAL & ADV INJURY $ 1,000,00 GENERAL AGGREGATE $ 2,000,00 GEN'L AGGREGATE LIMIT APPLIES PER: PRODUCTS - COMP/OP AGG $ 1,000,00 X POLICY 7 PRO- LOC $ AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT $ 1,000,00 (Ea accident) ANY AUTO BODILY INJURY (Per person) $ A X X ALL OWNED AUTOS SCHEDULED AUTOS HIRED AUTOS 64610400002 04106/10 04106111 BODILY INJURY (Per accident) $ PROPERTY DAMAGE $ (Peraccident) $ X NON-OWNEDAUTOS UMBRELLA LIAR X OCCUR EACH OCCURRENCE $ 1,000,00 AGGREGATE $ 1,000,00 A X EXCESS LIAR CLAIMS -MADE 4600030978 05102110 05102111 DEDUCTIBLE $ $ X RETENTION $ 10,000 B WORKERS COMPENSATIONX AND EMPLOYERS' LIABILITY ANY PROPRIETOR/PARTNER/EXECUTIVE YIN OFFICER/MEMBER EXCLUDED? ❑ (Mandatory in NH) N / A 7PJUB067BN75110 06/25/10 06125/11 OTH- WC SRI TORY LIMITS ER E.L. EACH ACCIDENT $ 500,00 E.L. DISEASE - EA EMPLOYEE $ 500,00 If yes, describe under DESCRIPTION OF OPERATIONS below E.L. DISEASE - POLICY LIMIT $ 500,00 DESCRIPTION OF OPERATIONS I LOCATIONS / VEHICLES (Attach ACORD 101, Additional Remarks Schedule, If more space is required) Town of North Andover is listed as and Additional Insured regarding General Liability. CERTIFICATE HOLDER CANCELLATION ©1988-2009 ACORD CORPORATION. All rights reserved. ACORD 25 (2009/09) The ACORD name and logo are registered marks of ACORD PDF created with pdfFactory Pro trial version www.pdffactory.com SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN Town of North Andover ACCORDANCE WITH THE POLICY PROVISIONS. 120 Main Street AUTHORIZED REPRESENTATIVE North Andover, MA 01845 Philip W. Richard ©1988-2009 ACORD CORPORATION. All rights reserved. ACORD 25 (2009/09) The ACORD name and logo are registered marks of ACORD PDF created with pdfFactory Pro trial version www.pdffactory.com CERTIFICATE OF VOTE At a duly authorized meeting the Board of Directors of the Real Estate Research held on March 7, 2011 it was Consultants, Inc. VOTED, THAT Brian J. Pelletier President (Name) (Officer) Real Estate Research of Consultants, Inc. be and hereby is authorized to execute contracts and bonds in the name and on behalf of said Corporation , and affix its corporate seal hereto; Real Estate Research and such execution of any contractor obligation in the name of consultants, Inc _ on Real Estate Research its behalf by such officer under seal of consul t a n t s , T n r , shall be valid and binding upon Signature I hereby certify that I am the clerk of the above named Corporation that Brian J. Pelletier Corporation and is the duly elected officer as above of said and that the above vote has not been amended or rescinded and remains in full force and effect as the date of this contract. March 7, 2011 (Date) (Clerk) Brian J. Pelletier Town of North Andover RFP Page 27 of 28 Residential Re -inspection Program CERTIFICATIONS CERTIFICATE OF NON -COLLUSION The undersigned certifies under penalties of perjury that this bid or proposal has been made and submitted in good faith and without collusion or fraud with any other person. As used in this certification, the word "person" shall mean natural person, business, partnership, corporation, committee, union, club or other organization, entity, or group of individuals. SignaturC-D �- Brian J. Pelletier, President Print Name & Title Date 3/7/11 Real Estate Research Consultants, Inc. Company Name CERTIFICATE OF TAX COMPLIANCE Pursuant to Chapter 62C of the Massachusetts General Laws, Section 49A (b), I Brian J. Pelletier , authorized signatory for Real Estate Research Consultants, Name of individual Name of contractor Inc. do hereby certify under the pains and penalties of perjury that said contractor has complied with all laws of the Commonwealth of Massachusetts, and the Town of North Andover, relating to taxes, permit or other fees, reporting of employees and contractors, and withholding and remitting child support. (A: ::) t 3/7/11 Signature Date Town of North Andover RFP Page 26 of 28 Residential Re -inspection Program Real Estate Research Consultants, Inc. March 7, 2011 Mr. Ray Santilli, Assistant Town Manager North Andover Town Hall 120 Main Street North Andover, MA 01845 To Whom It May Concern, 1538 Turnpike Street • North Andover, MA 01845 978-681-1991 Real Estate Research Consultants, Inc. (RRC) is pleased to submit this Proposal for the Provision of a Residential Re -inspection in the Town of North Andover, Massachusetts. Since we have been providing data collection, revaluation appraisal and personal property services to the Town of North Andover on an ongoing basis, for over ten years, you are very aware of the commitment to excellence and personalized service, which we extend to all our clients. As you are well aware, RRC is an established revaluation firm with considerable experience in projects of this nature. Given that the key personnel to be employed on this assignment have participated in our previously completed data collection efforts in the Town of North Andover, we have an intimate familiarity with the Town. And, as always, our professional team is exceptionally well qualified and will perform the revaluation effort at hand in both a timely as well as cost effective manner. Our price for the undertaking of these services is included as a part of our Price Proposal, which is in the attached envelope. All services to be provided are evidenced in the attached Proposal. This Proposal is in effect for a period of sixty (60) days from the date of opening. We would welcome the opportunity to meet with you in order to discuss our Proposal and address any questions that you may have. Should any questions arise during your period of proposal evaluation, please feel free to contact us at your earliest convenience. Your consideration of RRC for the undertaking of this revaluation assignment is greatly appreciated. We look forward to continuing our professional relationship with the Town of North Andover through the performance of this project. Very truly yours, Brian J. Pelletier President RR CERTIFICATIONS CERTIFICATE OF NON -COLLUSION The undersigned certifies under penalties of perjury that this bid or proposal has been made and submitted in good faith and without collusion or fraud with any other person. As used in this certification, the word "person" shall mean natural person, business, partnership, corporation, committee, union, club or other organization, entity, or group of individuals. DDLSignature Brian J. Pelletier, President Print Name & Title Date 3/7/11 Real Estate Research Consultants, Inc. Company Name CERTIFICATE OF TAX COMPLIANCE Pursuant to Chapter 62C of the Massachusetts General Laws, Section 49A (b), I Brian J. Pelletier , authorized signatory for Real Estate Research Consultants, Name of individual Name of contractor Inc. do hereby certify under the pains and penalties of perjury that said contractor has complied with all laws of the Commonwealth of Massachusetts, and the Town of North Andover, relating to taxes, permit or other fees, reporting of employees and contractors, and withholding and remitting child support. Signature Town of North Andover RFP Residential Re -inspection Program 3/7/11 Date Page 26 of 28 CERTIFICATE OF VOTE At a duly authorized meeting the Board of Directors of the Real Estate Research March 7 2011 Consultants, Inc. held on it was VOTED, THAT Brian J. Pelletier President (Name) (Officer) Real Estate Research of Consultants, Inc. be and hereby is authorized to execute contracts and bonds in the name and on behalf of said Corporation , and affix its corporate seal hereto; Real Estate Research and such execution of any contractor obligation in the name of consultants, Inc _ on Real Estate Research its behalf by such officer under seal of Consul tants, T n c- . , shall be valid and binding upon Signature I hereby certify that I am the clerk of the above named Corporation that Brian J. Pelletier and is the duly elected officer as above of said Corporation , and that the above vote has not been amended or rescinded and remains in full force and effect as the date of this contract. MLMarch 7, 2011 (Date) (Clerk) _ Brian J. Pelletier Town of North Andover RFP Page 27 of 28 Residential Re -inspection Program PROPOSAL FOR THE PROVISION OF A RESIDENTIAL RE -INSPECTION PROGRAM IN THE TOWN OF NORTH ANDOVER, MASSACHUSETTS RR TABLE OF CONTENTS TABLE OF CONTENTS PAGE Company Information Introduction................................................................................................................................... 1 Overviewof Project...................................................................................................................... 1 CompanyProfile........................................................................................................................... 2 Certification Assurances............................................................................................................... 2 Scope of Services ProjectStaffing ............................................................................................................................. 3 ProjectStaffing Breakdown.......................................................................................................... 4 ProjectTimetable......................................................................................................................... 5 DataCollection............................................................................................................................. 6 DeliverableProducts..................................................................................................................... 7 Minimum Evaluation Criteria.................................................................................................. 8-10 Comparative Evaluation Criteria...........................................................................................11-12 Client List Real Property Revaluations......................................................................................................... 13 Qualifications of Staff Employee Qualifications GerardJ. Natale, Jr................................................................................................................... 14 BrianJ. Pelletier....................................................................................................................... 15 RobertBrindle.......................................................................................................................... 16 RR COMPANY INFORMATION n O a z z In O m 0 z INTRODUCTION Real Estate Research Consultants, Inc. (RRC) NEGOTIATING REPRESENTATIVES OFFICERS AUTHORIZED TO EXECUTE CONTRACT: Brian J. Pelletier, President Christopher Natale, Treasurer Gerard J. Natale, Vice President Brian J. Pelletier, President Christopher Natale, Treasurer Gerard J. Natale, Vice President OVERVIEW OF PROJECT RRC proposes to perform a re -inspection of approximately 3,000 residential real property parcels in the Town of North Andover. In the performance of this project, RRC will digitally photograph and recollect the interior and exterior descriptive data on all parcels, as designated by the Chief Assessor. RRC will also assign the correct map and parcel number to each photograph, so that it can be entered and attached to the correct electronic parcel record. As a part of this project, RRC is very familiar with, has experience on, and will utilize the in-house CAMA software currently in use by the Assessors' Office of the Town of North Andover. RRC COMPANY PROFILE Real Estate Research Consultants, Inc. (RRC) has been actively engaged in the mass appraisal field for the past twenty-eight (28) years. RRC was founded and incorporated in 1982, and is a privately held company. Since its' founding RRC has been providing revaluation, updating and maintenance services to numerous municipalities for property tax purposes. CERTIFICATION ASSURANCES RRC has complete knowledge and understanding of all Massachusetts Department of Revenue (DOR) certification requirements. This is evidenced in the fact that all municipalities as listed on the enclosed client list have been certified by the DOR. All work performed within the Town of North Andover will reflect the requirements of the DOR. Furthermore, RRC agrees to comply with all regulations and directives of the Department of Revenue. RR SCOPE OF SERVICES n O m O m m m n m U) PROJECT STAFFING Project Director Gerard J. Natale Real Property Listers Gerard Natale Robert Brindle Craig Eicholz Brian Pelletier Data Entry Jill Souther Gerard J. Natale Sketch Vectoring Personnel Gerard Natale Robert Brindle Craig Eicholz Jill Souther RRC PROJECT STAFFING BREAKDOWN NAMES TITLE & PROJECT RESPOSIBILITIES WORK DAYS WORK DAYS -OTHER Gerard J. Natale, Jr. Project Director 160 840 Brian Pelletier Data Collector 80 920 Jill Souther Data Entry Coordinator 80 920 Robert Brindle Data Collector 320 680 Craig Eicholz Data Collector 320 680 RR PROJECT TIMETABLE Project Start-up 03/21/11 03/21/11 Gerard Natale Brian Pelletier Data Collection 03/21/11 06/03/12 Gerard Natale Robert Brindle Brian Pelletier Craig Eicholz Data Sheet Correction 03/21/11 06/03/12 Gerard Natale Robert Brindle Craig Eicholz Delivery of Data Sheets to Assrs. 03/28/11 06/10/12 Gerard Natale Robert Brindle Craig Eicholz Review by Assessors's Staff 03/28/11 06/17/12 Gerard Natale Data Entry (Optional) 03/28/11 06/25/12 Jill Souther Weekly Meetings 03/21/11 06/25/12 Gerard Natale Brian Pelletier Project Completion 06/27/12 06/27/12 Gerard Natale Brian Pelletier RR DATA COLLECTION The company will digitally photograph and recollect the interior and exterior descriptive data on up to 3,000 residential parcels, as designated by the Chief Assessor, and which exist as of January 1, 2011. The Company will assign the correct map and parcel number to each photograph so it can be entered and attached to the correct electronic parcel record. The Company will conform to the usage classifications of real property so described, in accordance with MGL c59 and Department of Revenue Guidelines. The Company will attempt to perform a complete interior inspection of all the improved residential properties assigned to it. The data collector will to secure the signature of the owner or occupant of each parcel entered. For properties where interior inspections are denied, the data collector will collect as much exterior data as possible. In situations where interior inspections are denied, the data collector will obtain signatures, if possible. A list of all properties where entry has been denied will be promptly forward to the Assessor's Office for further action. All RRC data collectors and data entry personnel are extremely familiar with the residential data entry format, including sketch vectoring, codes, and record structure of the Town's current residential appraisal system. Any changes to the sketch vectoring will be indicated clearly in red and will be done by someone who has over six years data entry experience on North Andover's CSC version of the Sigma's CAMA software. RR DELIVERABLE PRODUCTS All documents, reports, records, data or other material, in whatever form, manual or mechanized, obtained or produced during the performance of this project shall be the sole property of the municipality and shall be delivered during an appropriate phase or at the conclusion of the project, as set forth in the specifications or by the assessors. The documents, reports, records, data and other materials shall include, without limitation, the specific deliverable products listed below: 1. Documentation of procedures used throughout the project. 2. Training materials and manuals. 3. Property record cards for each parcel. RR MINIMUM CRITERIAWALIFICATIONS In response to the Minimum Criteria section of this proposal, what follows is evidence of how RRC either meets or exceeds the criteria as set forth. All support for the revaluation experience as outlined may be found in the RRC Client List sheet as included as a part of this proposal. Personal experience of the individuals discussed, may be found in the resumes, which are also specifically included as a part of this proposal. A. RRC was incorporated in June of 1982 and began providing real property mass appraisal services to Massachusetts municipalities at that time. RRC, therefore, has in excess of twenty-eight (28) years experience relative to the provision of real property mass appraisal services. B. Work performed by RRC relative to residential data collection specifically on the CSC CAMA Software, includes, but is not limited to, the following communities: Community North Andover Grafton Uxbridge Lee Northborough North Reading Contact Person Garrett Boles Jennifer O'Neil Paula Dumont Sarah Navin Diane O'Connor Debbie Carbone C. References are as follows: Community Grafton Uxbridge Lee Northborough North Reading Contact Person Jennifer O'Neil Paula Dumont Sarah Navin Diane O'Connor Debbie Carbone Telephone Number (978) 688-9567 (508) 839-4310 (508) 278-8602 (413)243-5512 (508) 393-5005 (978) 664-6021 Telephone Number (508) 839-4310 (508) 278-8602 (413)243-5512 (508) 393-5005 (978) 664-6021 RR Fiscal Year 2007-2011 2007-2011 2011-2012 2009-2011 2011 2008 & 2011 Fiscal Year 2007-2011 2011-2012 2009-2011 2011 2008 & 2011 D. RRC has successfully completed in excess of ten (10) residential data collections in Massachusetts, with 5,000 or more single family residential parcels, three of which took place in the last three years: Community Fiscal Year #of Residential parcels Lawrence 2009 11,000 Millis 2011 5,100 Grafton 2011 5,200 North Andover 2003-2011 6,000 Quincy 2002 21,300 Beverly 1990 10,938 Winthrop 2000 5,300 Hudson 1992 5,300 Dedham 2007 6,000 Foxborough 2001 6,100 E. Real property clients for FY 2011 and 2012, are: Community Contact Person Telephone Number Fiscal Year Grafton Jennifer O'Neil (508) 839-4310 2011 & 2012 Uxbridge Paula Dumont (508) 278-8602 2011 & 2012 Lee Sarah Navin (413) 243-5512 2011 & 2012 Lawrence Alex Vega (978) 620-3191 2011 & 2012 Chatham Andy Machado (978) 664-6021 2011 & 2012 Dedham John Duffy (781) 751-9130 2011 & 2012 F. Refer to the Project Timetable Section of this proposal G. RRC currently has over 10 full-time, non -clerical individuals dedicated to providing real property data collection services, and are familiar with the Town's current system. Our most recent experience relative to this system is the recently completed data collection effort in the Town of North Andover, which was the same scope of services as the project currently being bid. H. Refer to the Project Staffing Section of this proposal. 1. Gerard J. Natale, Jr., the proposed Project Director, has in excess of twenty-six (26) years experience with RRC in a Project Director capacity. His experience in supervising residential data collection and complete revaluations in Massachusetts communities similar to North Andover, includes, but is not limited to such communities as the City of Lawrence, the City of Quincy, the Town of Millis and the Town of North Andover. Mr. Natale has extensive experience on the CSC CAMA software currently in use by the Town of North Andover. Communities on this system include, North Andover, Saugus, Uxbridge, Northborough, Grafton, Lee and North Reading. RRC J. All data entry on the Town's CAMA Software will be undertaken By Jill Souther and Gerard Natale. Jill Souther has over 15 years experience in data entry on the CSC CAMA Software. Most recently, she has been performing data entry on the in-house software for the Town of North Andover for the past six years. K. Financial statements are enclosed. L. Separate and sealed proposal is submitted. M. All required statements and forms are enclosed. RR COMPARATIVE EVALUATION CRITERIA What follows is evidence that RRC sufficiently meets or exceeds all provisions as set forth in the Comparative Evaluation Criteria section of the Request for Proposals. All support for the revaluation experience as outlined below may be found in the RRC Client List as included as a part of this proposal. Personal experience of the individuals discussed may be found in the resumes that have also been specifically included as a part of this proposal. A. Contractor's Experience RRC has completed in excess of twenty data recollections within the Commonwealth of Massachusetts. The ones completed within the past three years for entry into the Sigma CAMA system as currently used by the Town of North Andover include the Town of Grafton, the Town of Lee, the Town of Northborough and most significantly, the Town of North Andover. B. Contractor's Years of Experience RRC was incorporated in June of 1982 and began providing real property mass appraisal services to Massachusetts municipalities at that time. RRC, therefore, has in excess of twenty-eight (28) years experience relative to the provision of real property mass appraisal services. C. Qualifications of Data Collection Staff All members of the proposed collection staff meet the experience criteria and have considerable data collection experience including the required experience relative to CAMA System projects. All of the following collectors have direct experience in the Town of North Andover: Gerard Natale, Jr. — Project Director Robert Brindle - Data Collector Craig Eicholz - Data Collector Brian Pelletier - Data Collector Relative to LAAO courses, the following have been successfully completed: Gerard Natale: The Cost and Market Approaches to Value The Income Approach to Value The Mass Appraisal of Income Producing Properties CAMA Valuation Model Building Residential Fundamentals of Assessment Ratio Studies RRC Brian Pelletier: The Cost and Market Approaches to Value The Income Approach to Value The Mass Appraisal of Income Producing Properties D. Qualifications and experience of the Project Manager Gerard J. Natale, Jr., the proposed Project Manager, has in excess of twenty- eight (28) years experience with RRC in a Project Director capacity. His experience as a Project Director with RRC includes such communities as the City of Lawrence, the City of Quincy, the Town of Millis and the Town of North Andover. Mr. Natale has a Bachelors Degree from St. Anslem's, and has taken all the required IAAO courses. He has direct experience on the CAMA System in the Town of North Andover dating back to the Fiscal Year 2001 revaluation effort. RR CLIENT LISTS n r m z r N N REAL PROPERTY CLIENT LIST COMMUNITY FISCAL YEAR(S) SERVICES North Andover, MA 2001,2004, 2007, 2010 Revaluation Lawrence, MA 1991,1994,1997,2000,2003,2006, 2009 Revaluation Chatham, MA 2001, 2004, 2007, 2010 Revaluation Uxbridge, MA 1992,1995,1998,2001,2004,2007, 2010 Revaluation Dedham, MA 2007, 2010 Revaluation Grafton, MA 1998, 2001, 2004, 2007, 2010 Revaluation Millis, MA 1993, 1996, 1999, 2002, 2005, 2008 Revaluation Lee, MA 2006, 2009 Revaluation Northborough, MA 2010 Revaluation Sheffield, MA 2010 Revaluation Foxborough, MA 1998, 2001 Revaluation Oxford, MA 2002, 2008 Revaluation Quincy, MA 1990, 1993, 1996, 1999, 2002 Revaluation Winthrop, MA 1988, 1991, 1994, 1997, 2000 Revaluation Middleton, MA 1986, 1989,1992,1995,1998 Revaluation Rowley, MA 1985, 1988,1991,1994,1996 Revaluation Ashland, MA 1994, 1997 Revaluation Beverly, MA 1990 Revaluation Boxborough, MA 1992 Revaluation Duxbury, MA 1990, 1997 Revaluation North Kingstown, RI 1995 Revaluation * Denotes current job QUALIFICATIONS OF STAFF GERARD J. NATALE, JR. MAA PROFESSIONAL EXPERIENCE VICE PRESIDENT REAL ESTATE RESEARCH CONSULTANTS, INC. 1985 -Present In this capacity, is responsible for the supervision and maintenance of all real property revaluations conducted by the Company. Responsibilities also include the supervision of appraisers, the quality of work provided to clients and the management of projects and their timely completion. Appraisal specializations include residential commercial and industrial properties. MASSACHUSETTS DEPARTMENT OF REVENUE, BOSTON, MASS. 1982-1984 SENIOR CERTIFICATION APPRAISER - Responsibilities included reviewing the appraisal methodologies employed by cities and towns to ensure that assessments meet full and fair cash value standards and also to ensure that the assessment methodology used had been applied equally to all residential, commercial and industrial properties. EXPERT WITNESS Is qualified as an expert, and has testified as an expert at the Massachusetts Appellate Tax Board EDUCATION SAINT ANSLEMS COLLEGE, MANCHESTER, NEIN HAMPSHIRE Bachelor of Arts Degree in Psychology APPRAISAL EDUCATION THE SOCIETY OF REAL ESTATE APPRAISERS Course 101 -Residential Real Estate Appraisal INTERNATIONAL ASSOCIATION OF ASSESSING OFFICERS The Cost and Market Approaches to Value The Income Approach To Value The Mass Appraisal of Income Producing Properties CAMA Valuation Model Building Residential LINCOLN INSTITUTE OF LAND POLICY Statistics, Simple and Multiple Regression Analysis Computerized Assessment Administration DEPARTMENT OF REVENUE and MAAO COURSES Assessment -Administration -Law -Procedures and Valuation Course. PROFESSIONAL ACTIVITIES Massachusetts Accredited Assessor (MAA) Certified Review Appraiser Member, Intemational Association of Assessing Officers Massachusetts Association of Assessing Officers Essex County Assessors Association BRIAN J. PELLETIER, ASA PROFESSIONAL EXPERIENCE PRESIDENT REAL ESTATE RESEARCH CONSULTANTS, INC. 1985 -Present In the capacity of President, is responsible for the overview and direction of all appraisal, computer software and administrative activities of the Company. Duties also include the preparation of proposals, negotiations and the preparation of contracts. Appraisal activities include the appraisal of special purpose properties. Included in these are: Public Utilities Personal Property Business Valuation MASSACHUSETTS DEPARTMENT OF REVENUE, BOSTON, MASS. 1981-1985 ASSISTANT CHIEF -BUREAU OF LOCAL ASSESSMENT- Responsible for the supervision of all professional staff in the bureau. Other duties included the appraisal of various public utility companies for ad valorem tax purposes, leading to the certification of value by the Commissioner of Revenue. Also was responsible for the certification review on public utility and non-utility personal property for all cities and towns in the Commonwealth. This included a review of the appraisal methodology employed as well as the proposed values. This capacity also required providing technical assistance, advice and recommendations to communities. EDUCATION MERRIMACK COLLEGE, NORTH ANDOVER, MA Bachelor of Science in Business Administration, with a specialization in Finance SUFFOLK UNIVERSITY, BOSTON, MA Completed courses toward a Masters in Business Administration APPRAISAL EDUCATION INTERNATIONAL ASSOCIATION OF ASSESSING OFFICERS The Income Approach to Value Cost and Market Approaches to Value Valuation of Machinery and Equipment The Mass Appraisal of Income Producing Properties LINCOLN INSTITUTE OF LAND POLICY Appraisal of Pipeline Properties Computer Assisted Valuation of Public Utilities Resolving Valuation Conflicts in Railroad and Utility Taxation NATIONAL TAX ASSOCIATION -TAX INSTITUTE OF AMERICA Appraisal of Utilities and Railroad Property for Ad Valorem Taxation PROFESSIONAL ACTIVITIES Senior Member -American Society of Appraisers Member -International Association of Assessing Officers Northeast Regional Coordinator -National Conference on Unit Valuation Standards Instructed courses and lectured on utility and personal property valuation for. University of Massachusetts Massachusetts Department of Revenue Various County Assessing Programs RR ROBERT BRINDLE PROFESSIONAL EXPERIENCE: Joined Real Estate Research Consultants. Inc. in 1986 as a Supervisor of Data Collection. Has worked in this capacity in various projects such as Lawrence, Hudson, Rowley, Wenham, Milford and Millis. From January 1981 to January 1982 worked in the capacity of Data Collector for revaluation programs in Marblehead, Mass., Beverly, Mass., Revere, Mass, Peabody, Mass. respectively. Employers were R.J.- Finnegan and Assoc. of Acton Mass., PRC Jacobs of Wakefield. Mass. and Cole. Layer and Trumble of Dayton. Ohio. As a Data Collector, duties included house-to-house inspections of property, collecting the information necessary for making appraisal judgments. Duties included listing site characteristics and measuring the perimeters of residential structures, secondary building and building components along with an interior inspection of each dwelling. In 1982 was the Assistant to the Tax Assessor for the City of Salem. He outlined and defined neighborhoods for the city based on previous information and knowledge of the city. He also coded assessors maps to depict land usage of each parcel, prepared property information for input to the computer and audited computer listings and maps to ensure all parcels appeared on file. Upon completion of this assignment, was re-employed by R.J. Finnegan & Assoc. as a Hearing Officer, conducting individual hearings in Marblehead, Mass., Springfield, Vermont and Millis, Massachusetts. EDUCATION: 1963-1965 Bentley College Waltham, MA Accounting & Finance Program 1978 Northeastem University, Boston, MA A.S. Degree Business Administration 1982 North Shore Community College Real Estate Appraisal Courses. TO: FROM: SUBJ: INTEROFFICE MEMORANDUM Garrett Boles DATE: Health Department Ray Santilli Assistant Town Manager March 18, 2011 Evaluation of `Residential Re -Inspection Program' Proposal Only one (1) submission was received in response to the Request for Proposals for `Residential Re -inspection Program'. The following documents are included in this package: The complete Request for Proposals document; ♦ One (1) copy of the "Evaluation of Residential Re -Inspection Program Submission"; Copy of the one (1) proposal to evaluate. You will first need to read the Request for Proposals document to acquaint yourself with the stated requirements. I have included in the evaluation form the specific requirements for the comparative evaluation criteria. For each of the comparative evaluation criteria, you must score the proposal as either "highly advantageous" for 5 points, "advantageous" for 3 points, "least advantageous" for 1 point, or "does not meet" for 0 points. The last page of the evaluation form is a summary of the allotted scores for each proposal. If you have any questions, concerns and/or issues, please call me at 978-688-9516. r COMPANY: Evaluation of `Residential Re -Inspection Program' Submissions Minimum Criteria/Oualifications Each applicant must demonstrate that it meets the following minimum qualifications: A. Contractor shall have a minimum of seven (7) years experience in performing the work described in this RFP. B. Contractor shall submit a complete list of all contracts performed in the past five (5) years that are similar in scope to this project with dates, contact names and telephone numbers. C. Contractor shall submit a minimum of five (5) references of contracts performed that are similar in scope to this project with contact names and telephone numbers. D. The Contractor must evidence the successful completion of at least ten (10) residential data recollection and/or full measure and listing in Massachusetts communities, with 5,000 or more taxable single family residential real estate parcels for entry into a micro computer based Computer Assisted Mass Appraisal system. At least three of these must have taken place in the last three years. The work product must have satisfied of all Massachusetts Department of Revenue requirements relating to such data collection. E. A list of municipalities for which the Contractor is currently committed to data recollection, data entry or valuation update, the services to be provided and client contacts both for FYI 1 and FYI 2. F. Contractor must submit a comprehensive work plan addressing the components indicated below and containing the following information for each component: starting date, completion date, and contractor's staff assignments. o Project Startup o Data Collection o Data Sheet Corrections o Timely Delivery of Data Collection Sheets to Assessor's Office o Review by Assessor's Office o Data Entry (Assuming data entry by Contractor's staff) o Weekly meetings with Chief Assessor to discuss project progress/completion The work plan must evidence a project completion date no later than June 30, 2012 Evaluation of `Residential Re -inspection Program' Submissions Page 1 of 6 G. The Contractor must have a staff of at least five (5) full-time, non -clerical individuals, dedicated to providing real property data collection and who are sufficiently familiar with the residential data entry format of the Town's current system so that they can accurately collect the descriptive property data in a timely fashion and to change the sketch vectoring to ensure that the corrections are delivered within a week of the data collection H. The Contractor must set forth the project staffing to be utilized on this project including, but not limited to, Project Director, data entry staff, real property listers, and staff who edit and or change the sketch vectoring. For each individual, list the following information and provide a complete and updated resume: o Name o Title o Project Responsibilities o Man -Hours This Project o Man -Hours Other Projects I. The proposed Project Director must have at least five years experience as a Project Director supervising residential data collection and complete revaluations in Massachusetts communities with a housing mix similar to North Andover and which had at least 10,000 or more taxable real estate parcels and which involved supervising the correction of data used on a Intel based PC Residential Computer Assisted Mass Appraisal System. J. If the Contractor's employees do the data entry on the Town's CAMA, they must have a minimum of two years full time experience doing residential data entry experience on a residential CAMA system including significant experience on the CSC system, currently used by the Town. The contractor shall document each individual's experience. K. A copy of financial statements for the Contractor's most recent fiscal year. (Note: The Assessor's Office reserves the right to request additional information relative to the contractor's financial stability.) L. Submission of separate and sealed proposal. M. Submission of required statements and forms. ALL MINIMUM CRITERIA/QUALITIFCATIONS MET: YES NO Evaluation of `Residential Re -inspection Program' Submissions Page 2 of 6 Comparative Evaluation Criteria All proposals meeting the minimum criteria/qualifications will then be evaluated based upon the specific comparative evaluation criteria. The following point schedule will be utilized: Highly advantageous 5 points Advantageous 3 points Least Advantageous 1 point Does Not Meet 0 points * Response excels on the specific criterion Response meets evaluation standard for the criterion Response does not fully meet the criterion or leaves a question or issue not fully addressed Does not address the criterion * Proposal is automatically eliminated from further consideration if "0 points" is received in any category. A. Contractor's experience with residential descriptive data recollection and complete relisting programs in Massachusetts for use on micro computer based CAMA systems and compliance with all Mass. DOR. guidelines for data collection ♦ Vendor having twenty or more successful detached residential data recollections in Massachusetts, three or more of which have taken place in the last three years, for entry into a micro computer based CAMA system including data recollections for entry into the Sigma CAMA system as currently used by the Town of North Andover, and experience recollecting North Andover residential real estate data will be considered Highly Advantageous (5 points) ♦ Vendor having at least ten, but less than twenty successful detached residential data recollection in Massachusetts, three of which have taken place within the last three years, for entry into a micro computer based CAMA systems including data recollections for entry into the CAMA system as currently used by the Town of North Andover, and experience recollecting North Andover residential real estate data will be considered Advantageous (3 points) ♦ Vendor having less than ten successful detached residential data recollections, in Massachusetts, for entry into a micro computer based CAMA system will be considered Least Advantageous (1 point) ♦ Vendor having no experience in Massachusetts will be considered as Does Not Meet minimum requirements (0 points and elimination from further consideration) SCORE FOR COMPARATIVE EVALUATION CRITERIA A: B. Contractor's years of experience ♦ Vendor having ten or more years experience in providing real property mass appraisal services in Massachusetts will be considered Highly Advantageous (5 points) Evaluation of `Residential Re -inspection Program' Submissions Page 3 of 6 a ♦ Vendor having at eight or nine years experience in providing real property mass appraisal services in Massachusetts will be considered Advantageous (3 points) ♦ Vendor having seven years experience in providing real property mass appraisal services in Massachusetts will be considered Least Advantageous (1 point) ♦ Vendor having less than seven years experience in providing real property mass appraisal services in Massachusetts will be considered as Does Not Meet minimum requirements (0 points and elimination from further consideration) SCORE FOR COMPARATIVE EVALUATION CRITERIA B: C. Qualifications and experience of the data collection staff to be assigned to this project ♦ Completion of three or more IAAO or equivalent appraisal examination courses, five or more years full time experience with a Massachusetts appraisal vendor collecting residential data for input into a micro computer based CAMA system in Massachusetts, involving several thousand parcels, two or more projects collecting residential data for the CSC CAMA system currently in use in North Andover, and accurately changing sketch vectoring will be considered Highly Advantageous (5 points) ♦ Completion of three or more IAAO or equivalent appraisal examination courses, three or more years full time experience with a Massachusetts appraisal vendor collecting residential data for input into a micro computer based CAMA system in Massachusetts, involving several thousand parcels, at least one project collecting residential data for the CSC CAMA system currently in use in North Andover, and accurately changing sketch vectoring will be considered Advantageous (3 points) ♦ Completion of three or fewer IAAO or equivalent appraisal examination courses and three or fewer years full time experience collecting residential data in Massachusetts for input into a micro computer based CAMA system will be considered Least Advantageous (1 point) ♦ No formal residential appraisal training (IAAO Course 1 or equivalent) and two or fewer years full time experience collecting residential data in Massachusetts for input into a micro computer based CAMA system in Massachusetts will be considered as Does Not Meet minimum requirements (0 points and elimination from further consideration) SCORE FOR COMPARATIVE EVALUATION CRITERIA C: Evaluation of `Residential Re -inspection Program' Submissions Page 4 of 6 D. Assigned Project Manager's years of experience and qualifications ♦ More than eight years experience in a Project Director or Project Supervisor capacity on real property data collection projects and complete revaluation projects and supervisory experience in a community similar to North Andover, BS/BA degree with appraisal education equal to that required IAAO CAE designation, and more than five years experience with PC based CAMA systems including the CSC CAMA system Version III currently in use by the Town of North Andover will be considered Highly Advantageous (5 points) ♦ More than five years experience in a Project Director or Project Supervisor capacity on real property data collection projects and complete revaluation projects and supervisory experience in a community similar to North Andover, BS/BA degree with appraisal education equal to the IAAO RES designation, and more than five years experience with PC based CAMA systems including the CSC CAMA system currently in use by the Town of North Andover will be considered Advantageous (3 points) ♦ More than five years experience in a Project Director or Project Supervisor capacity on real property data collection projects and complete revaluation projects but with no supervisory experience in a community similar to North Andover, BS/BA degree with three or fewer IAAO or equivalent examination courses, and less than five years experience with PC based LAMA systems will be considered Least Advantageous (1 point) Less than five years experience in a Project Director or Project Supervisor capacity on real property data collection and complete revaluation projects will be considered as Does Not Meet minimum requirements (0 points and elimination from further consideration) SCORE FOR COMPARATIVE EVALUATION CRITERIA D: Evaluation of `Residential Re -inspection Program' Submissions Page 5 of 6 COMPANY: SUMMARY ALL MINIMUM CRITERIA/QUALIFICATIONS MET: YES NO SCORE FOR COMPARATIVE EVALUATION CRITERIA A: SCORE FOR COMPARATIVE EVALUATION CRITERIA B: SCORE FOR COMPARATIVE EVALUATION CRITERIA C: SCORE FOR COMPARATIVE EVALUATION CRITERIA D: TOTAL SCORE: NAME OF EVALUATOR: DATE: Evaluation of `Residential Re -inspection Program' Submissions Page 6 of 6 TOWN OF NORTH ANDOVER REQUEST FOR PROPOSALS RESIDENTIAL RE -INSPECTION PROGRAM Contact Address Telephone Number: Fax Number: Email February 24, 2011 Ray Santilh Assistant Town Manager 120 Main Street North Andover, MA 01845 978-688-9516 978-688-9556 rsantilli@townofnorthandover.com Table of Contents 1. Introduction............................................................ 3 2. Pre -Proposal Conference/Briefing................................. 3 3. Submission Deadline and Instructions ............................ 3 4. Questions or Addendum ............................................. 4 5. Modifications to Proposal ........................................... 5 6. Scope of Work/Deliverables........................................ 5 7. Minimum Criteria/Qualifications.................................. 9 8. Comparative Evaluation Criteria...................................10 9. Timeline................................................................13 10. Method for Award .................................................. 13 Standard Town of North Andover Contract With Supplement«S"............................................... 14 Certifications............................................................ 26 Appendix A — Price Proposal .......................................... 28 Town of North Andover RFP Page 2 of 28 Residential Re -inspection Program 1. Introduction The Town of North Andover (`Town') is soliciting proposals from qualified companies to provide services for the complete relisting of all the descriptive data for 3,000 improved residential properties, the collection of that data in a manner to assure easy entry into the Town's existing CAMA system, the taking of a digital photograph of each property, and the cost, if any, of entering that data on the Town's existing system. This project is to supplement the Town's existing cyclical re -inspection program as required by the Massachusetts Department of Revenue and all work shall conform to DOR standards for such data collection and shall be completed no later than June 30, 2012. Qualified vendors are requested to submit their proposals to the Assistant Town Manager at the Town Hall, 120 Main Street, North Andover, MA, in accordance with the instructions contained within this RFP. Notice of this RFP is published in the Goods and Services Bulletin (which is a weekly publication of the Office of the Secretary of State), the Eagle -Tribune (a newspaper of general circulation) and posted on the Town website (www.townofnorthandover.com) under "Available Bids, Quotes and Proposals" The Town will accept proposals delivered in person or by mail. All proposals must be received by 2:00 p.m. on Thursday, March 17, 2011 to be considered. Proposals submitted by fax or by electronic mail will not be considered. All proposals must be submitted to: Mr. Ray Santilli, Assistant Town Manager North Andover Town Hall 120 Main Street North Andover, MA 01845 The Town of North Andover may cancel this RFP or reject in whole or in part any and all proposals, if they determine that cancellation or rejection serves the best interest of the Town of North Andover. 2. Pre -Proposal Conference/Briefing There will be no pre -proposal submission conference/briefing for this project 3. Submission Deadline and Instructions Qualified persons or firms are requested to submit proposals in a sealed envelope marked "Residential Re -inspection Program" with the applicant's name and address on the front. Applicants should provide one (1) signed original proposal and four (4) copies. Fax or electronic submissions will not be accepted. A complete and all-encompassing pricing proposal sheet (Appendix A) is to be submitted in a separate sealed envelope marked "Pricing Proposal". The pricing proposal sheet is to list and document any and all proposed charges for the project. Town of North Andover RFP Page 3 of 28 Residential Re -inspection Program Applicants must also execute and include in their submission the Certificate of Non -Collusion and the Certificate of Tax Compliance. The Town of North Andover, through the Town Manager, is the awarding authority and reserves the right to reject any and all proposals or parts of proposals; to waive any defects, information, and minor irregularities; to accept exceptions to these specifications; and to award contracts or to cancel this Request for Proposals if it is in the Town of North Andover's best interest to do so. Proposals must be signed as follows: a) if the bidder is an individual, by her/him personally; b) if the bidder is a partnership, by the name of the partnership, followed by the signature of each general partner; and c) if the bidder is a corporation, by the authorized officer, whose signature must be attested to by the Clerk/Secretary of the corporation and the corporate seal affixed. All sealed proposals must be received and registered by the Assistant Town Manager's office by Thursday, March 17, 2011 at 2:00 p.m. All outer envelopes must be labeled "Residential Re- inspection Program" and mailed or hand delivered to the following address: Mr. Ray Santilli, Assistant Town Manager North Andover Town Hall 120 Main Street North Andover, MA 01845 No proposals will be accepted after the time and date noted. Late delivery of materials due to any type of delivery system shall be cause for rejection. If on the date and time of the submittal deadline the Town Hall is closed due to an uncontrolled event such as fire, snow, ice, wind or building evacuation, the submittal deadline will be postponed until 2:00 p.m. on the next normal business day. 4. Questions or Addendum Questions concerning this RFP must be submitted in writing to: Ray Santilli, Assistant Town Manager, North Andover Town Hall, 120 Main Street, North Andover, MA 01845, or they may be emailed to Mr. Santilli at rsantilli@townofnorthandover.com. All questions/ inquiries must be received by close of business on Tuesday, March 8, 2011 to be considered. Questions/inquiries may be delivered, mailed, emailed or faxed. Written responses will be posted on the Town's website (www.townofnorthandover.com) in "Available Bids, Quotes and Proposals" by close of business on Thursday, March 10, 2011. If any changes are made to this RFP, an addendum will be posted on the Town's website in "Available Bids, Quotes and Proposals". It is the sole responsibility of the bidder to ascertain the existence of any addenda and/or modifications issued by the Town. As this RFP has been published on the Town's website (www.townofnorthandover.com) all bidders are responsible for checking the website for any addenda and /or modifications that are subsequently made to this RFP. The Town accepts no liability for and will provide no accommodations to bidders who fail to check for amendments and/or modifications to this RFP and subsequently submit inadequate or Town of North Andover RFP Page 4 of 28 Residential Re -inspection Program incorrect responses. Bidders may not alter (manually or electronically) the RFP language or any RFP component files. Modifications to the body of the RFP, Scope of Work, terms and conditions, or which change the intent of this RFP are prohibited and may disqualify a response. All proposals submitted in response to this RFP shall remain firm for sixty (60) days following the submittal deadline. It is anticipated that the contract will be awarded within thirty (30) days after the submittal deadline. Bidders are not to communicate directly with any employee of the Town of North Andover, except as specified in this RFP, and no other individual employee or representative is authorized to provide any information or respond to any question or inquiry concerning this RFP. Bidders may contact the Contact Person for this RFP in the event this RFP is incomplete or the bidder is having trouble obtaining any part of the RFP electronically through the Town website (www.townofnorthandover.com), including, and without limitation the form and attachments. Bidder with disabilities or hardships that seek reasonable accommodations, which may include the receipt of RFP information and/or addenda and/or modifications in an alternative format, must communicate such requests in writing to the contact person, and reasonable accommodation will be made by agreement with the contact person on behalf of the Town of North Andover. 5. Modifications to Proposal A vendor may correct, modify, or withdraw a proposal by written notice received by the Town prior to the time and date set for the proposal opening. Proposal modifications must be submitted in a sealed envelope clearly labeled "Modification No. _." Each modification must be numbered in sequence, and must reference the original RFP. 6. Scope of Work/Deliverables A. Scope of the Project This project assumes the recollection of all the descriptive data (exterior and interior) on 3,000 improved residential parcels, which may include classes 101, 104, 105, 109, and 111, together with legible changes in sketch vectoring used by the current system, a digital photo of the property and possible entry by the Contractor. The Town of North Andover currently inventories and values its real property in the real property module of the version of the Sigma System Technology CAMA Version III software licensed to the Community Software Consortium (CSC). All accounts are to be listed and collected in such a manner as to facilitate and maximize the entry of the collected data into the existing Sigma Systems Data Real Estate Property Data Base Manager. This data recollection shall include rewriting the Existing Sigma sketch vectoring where necessary. Prior to the commencement of the project, the Contractor shall Town of North Andover RFP Page 5 of 28 Residential Re -inspection Program meet with the Assessor and his staff to plan how best to accomplish the orderly and efficient entry of any changes into the system, the logging and date of inspections of those parcels which have been re -inspected and shall advise the Assessor's staff on an ongoing basis. B. Services to be Performed The Contractor shall digitally photograph and recollect the interior and exterior descriptive data on up to 3,000 residential parcels, as designated by the Chief Assessor, and which exist as of January 1, 2011. The Contractor shall assign the correct map and parcel number to each photograph so it can be entered and attached to the correct electronic parcel record. The contractor shall conform to the usage classifications of real property so described, in accordance with MGL c59 and Department of Revenue Guidelines All listings and codes shall be determined as of the date of the inspection. If a class code differs than that currently on file (e.g. a 101 is discovered to be a 104, 105 etc.), a separate list of these properties shall be made and reported to the Assessor's Office on a weekly basis, along with the other weekly deliverables. The Contractor will attempt to perform a complete interior inspection of all the improved residential properties assigned to it. The data collector will be required to secure the signature of the owner or occupant of each parcel entered. For properties where interior inspections are denied, the data collector will collect as much exterior data as possible. In situations where interior inspections are denied, the data collector will obtain signatures, if possible. A list of all properties where entry has been denied will be promptly forward to the Assessor's Office for further action. If there is no response to the initial entry attempt, the Contractor will leave a door hanger requesting the owner to call the Assessor's Office to schedule an inspection. A separate list of those properties for which a door hanger has been left and the visit date will be promptly forwarded to the Assessor's Office. For all properties in which an initial entry was not successful, a second call back will be made either in the evening or on weekends in order to maximize the number of entries. All information turned into the Assessor's Office will contain the identity of the data collector and the date that the information was collected or was attempted to be collected. In the interest of quality control, the Assessor's Office reserves the right to randomly contact property owners and ascertain whether the work turned into the Assessor's Office was actually performed as represented by the Contractor's work product and the professional demeanor of the person performing the work. Any complaints received by the Assessor's Office about an employee of the Contractor shall be forwarded to the company for corrective actions. In addition to any requirements listed below, any person employed by the Contractor as a data collector or, who in any other capacity would have occasion to enter on to the property of any resident or any property owned by the Town of North Andover, shall agree in writing Town of North Andover RFP Page 6 of 28 Residential Re -inspection Program to have a criminal records investigation made by the North Andover Police Department, and shall waive any privacy claim and any potential cause of action against the Town of North Andover or any of its employees in connection with the conduct of such investigation or any result thereof. The Contractor shall furnish any employee information necessary to conduct such an investigation and shall agree to make staff changes if requested. In addition to any other required prior experience, all data collectors and other contractor personnel shall be familiar with the residential data entry format, including sketch vectoring, codes, and record structure of the Town's current residential appraisal system. Any changes to the sketch vectoring shall be indicated clearly in red and shall be done by someone who shall have a minimum of two years data entry experience on North Andover's CSC version of the Sigma's CAMA software. The Contractor shall supply the names, references and documentation of this experience for all of the aforementioned individuals together with any other resumes, references, work histories or other information required. C. Time Allocation Since time is of the essence in the completion of this project, the prospective Contractor will incorporate in its response a detailed timetable for completing all phases of this project, with a completion date no later than June 30, 2012. D. Responsibilities of the Town The Assessor's Office shall receive a weekly status report from the Contractor. They shall review and evaluate the progress of the project, and notify the Contractor whether the work performed is satisfactory and timely. Should this project include data entry on the part of the Contractor's staff, the Town shall provide to the Contractor adequate office space including, computer terminal access, chairs, access to a telephone and a file cabinet for the duration of the project. The Town shall provide the Contractor with a description of the current system, copies of collection and entry format based on the Town's current residential real property valuation system and facilitating the collection and entry of such data onto the existing system in a timely fashion. E. Responsibilities of the Contractor All accounts are to be listed and collected in accordance with the exact residential record layout of the CSC /Sigma Mass Appraisal Software currently in use by the Town of North Andover and in manner as to facilitate and maximize the entry of the collected data into the existing Sigma Systems Data Real Estate Property Data Base manager. This data recollection shall include rewriting the existing Sigma sketch vectoring where necessary. Any changes in sketch vectoring shall be clearly marked in red, shall be legible, shall not obscure the original vectoring and shall be done by a person who shall have at least Town of North Andover RFP Page 7 of 28 Residential Re -inspection Program two years experience in writing and entering, the vectoring and other data used in the Town's current software. The names, prior CSC/SIGMA experience, and other towns for which such work was performed of all such persons involved in making vectoring changes, shall be disclosed to the Town by the Contractor prior to the commencement of this project and all such work turned into the Town shall clearly identify who did such work and how they can be contacted if any question arises. Nothing in the foregoing shall relieve the Contractor from assuring the quality of the work performed by anyone in its employ or engaged by it to perform any part of this project. Prior to the commencement of the project, the Contractor shall meet with the Assessor and his staff to plan how best to accomplish the orderly and efficient entry of any changes into the system, the flagging and date of inspections of those parcels which have been re- inspected this goal and shall advise the Assessor's staff on an on-going basis, as needed, as either the Assessor's staff or Contractors staff, as the case may be, inputs the collected data into the existing system. The Contractor will attempt to perform a complete interior inspection of all the improved residential properties assigned to it. The data collectors will be required to secure the signature of the owner or occupant of each parcel entered. For properties where interior inspections are denied the data collector will collect as much exterior data as possible. In situations where interior inspections are denied, the data collector will obtain signatures, if possible. A list of all properties where entry has been denied will be promptly forward to the Assessor's Office for further action. If there is no response to the initial entry attempt, the contractor will leave a door hanger requesting the owner to call the Assessor's Office to schedule an inspection. A separate list of those properties for which a door hanger has been left and the visit date will be promptly forwarded to the Assessor's Office. The Contractor shall notify both the Assessor's Office and the Police Department which areas of the Town the data collector's will be working and shall require them to have photographic identification. For all properties in which an initial entry was not successful, a second call back will be made either in the evening or on weekends in order to maximize the number of entries. All information turned into the Assessor's Office will contain the identity of the data collector and the date that the information was collected or was attempted to be collected. All data entry sheets or other changed records shall be a deliverable and be the property of the Town. All changes will be turned in on a weekly basis so that they can be reviewed and entered whether by the Assessor's Office or Contractor's staff. The project manager shall meet with the Chief Assessor on a weekly basis to discuss any matters relevant to the progress of the proj ect. Any data entry performed by the Contractor shall contain the initials of the person doing the data entry and the date the data was entered. Audit reports will be generated for all data entry done and data will be backed up on a daily basis, where practicable. Town of North Andover RFP Page 8 of 28 Residential Re -inspection Program F. Public Information Program The Assessor's Office and the Contractor shall cooperate in maintaining good public relations throughout the period of this project. The Contractor must coordinate all activities necessary to promote public understanding, awareness and cooperation in conjunction with the entire project. The Contractor must be prepared to conduct a public information program that addresses the scope and objective of the project. This program shall continue on a regular basis for the duration of the project. All public information activities should emphasize the responsibilities of the various participants, the appraisal methodology employed, and the overall goals of the project 7. Minimum Criteria/Qualifications Each applicant must demonstrate that it meets the following minimum qualifications: A. Contractor shall have a minimum of seven (7) years experience in performing the work described in this RFP. B. Contractor shall submit a complete list of all contracts performed in the past five (5) years that are similar in scope to this project with dates, contact names and telephone numbers. C. Contractor shall submit a minimum of five (5) references of contracts performed that are similar in scope to this project with contact names and telephone numbers. D. The Contractor must evidence the successful completion of at least ten (10) residential data recollection and/or full measure and listing in Massachusetts communities, with 5,000 or more taxable single family residential real estate parcels for entry into a micro computer based Computer Assisted Mass Appraisal system. At least three of these must have taken place in the last three years. The work product must have satisfied of all Massachusetts Department of Revenue requirements relating to such data collection. E. A list of municipalities for which the Contractor is currently committed to data recollection, data entry or valuation update, the services to be provided and client contacts both for FYI I and FYI 2. F. Contractor must submit a comprehensive work plan addressing the components indicated below and containing the following information for each component: starting date, completion date, and contractor's staff assignments. o Project Startup o Data Collection o Data Sheet Corrections o Timely Delivery of Data Collection Sheets to Assessor's Office o Review by Assessor's Office Town of North Andover RFP Page 9 of 28 Residential Re -inspection Program o Data Entry (Assuming data entry by Contractor's staff) o Weekly meetings with Chief Assessor to discuss project progress/completion The work plan must evidence a project completion date no later than June 30, 2012 G. The Contractor must have a staff of at least five (5) full-time, non -clerical individuals, dedicated to providing real property data collection and who are sufficiently familiar with the residential data entry format of the Town's current system so that they can accurately collect the descriptive property data in a timely fashion and to change the sketch vectoring to ensure that the corrections are delivered within a week of the data collection H. The Contractor must set forth the project staffing to be utilized on this project including, but not limited to, Project Director, data entry staff, real property listers, and staff who edit and or change the sketch vectoring. For each individual, list the following information and provide a complete and updated resume: o Name o Title o Project Responsibilities o Man -Hours This Project o Man -Hours Other Projects I. The proposed Project Director must have at least five years experience as a Project Director supervising residential data collection and complete revaluations in Massachusetts communities with a housing mix similar to North Andover and which had at least 10,000 or more taxable real estate parcels and which involved supervising the correction of data used on a Intel based PC Residential Computer Assisted Mass Appraisal System. J. If the Contractor's employees do the data entry on the Town's LAMA, they must have a minimum of two years full time experience doing residential data entry experience on a residential CAMA system including significant experience on the CSC system, currently used by the Town. The contractor shall document each individual's experience. K. A copy of financial statements for the Contractor's most recent fiscal year. (Note: The Assessor's Office reserves the right to request additional information relative to the contractor's financial stability.) L. Submission of separate and sealed proposal. M. Submission of required statements and forms. 8. Comparative Evaluation Criteria All proposals meeting the minimum criteria/qualifications will then be evaluated based upon the specific comparative evaluation criteria. The following point schedule will be utilized: Town of North Andover RFP Page 10 of 28 Residential Re -inspection Program Highly advantageous 5 points Response excels on the specific criterion Advantageous 3 points Response meets evaluation standard for the criterion Least Advantageous 1 point Response does not fully meet the criterion or leaves a question or issue not fully addressed Does Not Meet 0 points * Does not address the criterion * Proposal is automatically eliminated from further consideration if "0 points" is received in any category. A. Contractor's experience with residential descriptive data recollection and complete relisting programs in Massachusetts for use on micro computer based CAMA systems and compliance with all Mass. DOR. guidelines for data collection ♦ Vendor having twenty or more successful detached residential data recollections in Massachusetts, three or more of which have taken place in the last three years, for entry into a micro computer based CAMA system including data recollections for entry into the Sigma CAMA system as currently used by the Town of North Andover, and experience recollecting North Andover residential real estate data will be considered Highly Advantageous (5 points) ♦ Vendor having at least ten, but less than twenty successful detached residential data recollection in Massachusetts, three of which have taken place within the last three years, for entry into a micro computer based CAMA systems including data recollections for entry into the CAMA system as currently used by the Town of North Andover, and experience recollecting North Andover residential real estate data will be considered Advantageous (3 points) ♦ Vendor having less than ten successful detached residential data recollections, in Massachusetts, for entry into a micro computer based CAMA system will be considered Least Advantageous (1 point) ♦ Vendor having no experience in Massachusetts will be considered as Does Not Meet minimum requirements (0 points and elimination from further consideration) B. Contractor's years of experience ♦ Vendor having ten or more years experience in providing real property mass appraisal services in Massachusetts will be considered Highly Advantageous (5 points) ♦ Vendor having at eight or nine years experience in providing real property mass appraisal services in Massachusetts will be considered Advantageous (3 points) ♦ Vendor having seven years experience in providing real property mass appraisal services in Massachusetts will be considered Least Advantageous (1 point) Town of North Andover RFP Page 11 of 28 Residential Re -inspection Program ♦ Vendor having less than seven years experience in providing real property mass appraisal services in Massachusetts will be considered as Does Not Meet minimum requirements (0 points and elimination from further consideration) C. Qualifications and experience of the data collection staff to be assigned to this project ♦ Completion of three or more IAAO or equivalent appraisal examination courses, five or more years full time experience with a Massachusetts appraisal vendor collecting residential data for input into a micro computer based CAMA system in Massachusetts, involving several thousand parcels, two or more projects collecting residential data for the CSC CAMA system currently in use in North Andover, and accurately changing sketch vectoring will be considered Highly Advantageous (5 points) ♦ Completion of three or more IAAO or equivalent appraisal examination courses, three or more years full time experience with a Massachusetts appraisal vendor collecting residential data for input into a micro computer based CAMA system in Massachusetts, involving several thousand parcels, at least one project collecting residential data for the CSC CAMA system currently in use in North Andover, and accurately changing sketch vectoring will be considered Advantageous (3 points) ♦ Completion of three or fewer IAAO or equivalent appraisal examination courses and three or fewer years full time experience collecting residential data in Massachusetts for input into a micro computer based CAMA system will be considered Least Advantageous (1 point) ♦ No formal residential appraisal training (IAAO Course 1 or equivalent) and two or fewer years full time experience collecting residential data in Massachusetts for input into a micro computer based CAMA system in Massachusetts will be considered as Does Not Meet minimum requirements (0 points and elimination from further consideration) D. Assigned Project Manager's years of experience and qualifications ♦ More than eight years experience in a Project Director or Project Supervisor capacity on real property data collection projects and complete revaluation projects and supervisory experience in a community similar to North Andover, BS/BA degree with appraisal education equal to that required IAAO CAE designation, and more than five years experience with PC based CAMA systems including the CSC CAMA system Version III currently in use by the Town of North Andover will be considered Highly Advantageous (5 points) ♦ More than five years experience in a Project Director or Project Supervisor capacity on real property data collection projects and complete revaluation projects and supervisory experience in a community similar to North Andover, BS/BA degree with appraisal education equal to the IAAO RES designation, and more than five years Town of North Andover RFP Page 12 of 28 Residential Re -inspection Program experience with PC based CAMA systems including the CSC CAMA system currently in use by the Town of North Andover will be considered Advantageous (3 points) ♦ More than five years experience in a Project Director or Project Supervisor capacity on real property data collection projects and complete revaluation projects but with no supervisory experience in a community similar to North Andover, BS/BA degree with three or fewer IAAO or equivalent examination courses, and less than five years experience with PC based CAMA systems will be considered Least Advantageous (1 point) ♦ Less than five years experience in a Project Director or Project Supervisor capacity on real property data collection and complete revaluation projects will be considered as Does Not Meet minimum requirements (0 points and elimination from further consideration) 9. Timeline The Contractor will be expected to commence activities immediately upon award of the contract and to complete any and all required tasks no later than June 30, 2012. 10. Method for Award The contract will be awarded to the responsible and responsive vendor submitting the most advantageous proposal taking into consideration all evaluation criteria as well as price. Town of North Andover RFP Page 13 of 28 Residential Re -inspection Program Town of North Andover CONTRACT DATE: This Contract is entered into on, or as of, this date by and between the Town of North Andover (the "Town"), and Contractor: Address: Telephone Number: _ Fax Number: 1. This is a Contract for the procurement of the following: 2. The Contract price to be paid to the Contractor by the Town of North Andover is: 3. Payment will be made as follows: 4. Definitions: 4.1 Acceptance: All Contracts require proper acceptance of the described goods or services by the Town of North Andover. Proper acceptance shall be understood to include inspection of goods and certification of acceptable performance for services by authorized representatives of the Town to insure that the goods or services are complete and are as specified in the Contract. Town of North Andover RFP Page 14 of 28 Residential Re -inspection Program 4.2 Contract Documents: All documents relative to the Contract including (where used) Instructions to Bidders, Proposal Form, General Conditions, Supplementary General Conditions, General Specifications, Other Specifications included in Project Manual, Drawings, and all Addenda issued during the bidding period. The Contract documents are complementary, and what is called for by any one shall be as binding as if called for by all. The intention of the document is to include all labor and materials, equipment and transportation necessary for the proper performance of the Contract. 4.3 The Contractor: The "other party" to any Contract with the Town. This term shall (as the sense and particular Contract so require) include Vendor, Contractor, Engineer, or other label used to identify the other party in the particular Contract. Use of the term "Contractor" shall be understood to refer to any other such label used. 4.4 Date of Substantial Performance: The date when the work is sufficiently complete, the services are performed, or the goods delivered, in accordance with Contract documents, as modified by approved Amendments and Change Orders. 4.5 Goods: Goods, Supplies or Materials. 4.6 SubContractor: Those having a direct Contract with the Contractor. The term includes one who furnished material worked to a special design according to the Drawings or Specifications of this work, but does not include one who merely furnishes material not so worked. 4.7 Work: The services or materials contracted for, or both. 5. Term of Contract and Time for Performance: This Contract shall be fully performed by the Contractor in accordance with the provisions of the Contract Documents on or before , unless extended pursuant to a provision for extension contained in the Contract documents at the sole discretion of the Town, and not subject to assent by the Contractor, and subject to the availability and appropriation of funds as certified by the Town Accountant. The time limits stated in the Contract documents are of the essence of the Contract. 6. Subject to Appropriation: Notwithstanding anything in the Contract documents to the contrary, any and all payments which the Town is required to make under this Contract shall be subject to appropriation or other availability of funds as certified by the Town Accountant. In the absence of appropriation, this Contract shall be immediately terminated without liability for damages, penalties or other charges. Town of North Andover RFP Page 15 of 28 Residential Re -inspection Program 7. Permits and Approvals: Permits, Licenses, Approvals and all other legal or administrative prerequisites to its performance of the Contract shall be secured and paid for by the Contractor. 8. Termination and Default: 8.1 Without Cause. The Town may terminate this Contract on seven (7) calendar days notice when in the best interests of the Town by providing notice to the Contractor, which shall be in writing and shall be deemed delivered and received when given in person to the Contractor, or when received by fax, express mail, certified mail return receipt requested, regular mail postage prepaid or delivered by any other appropriate method evidencing actual receipt by the Contractor. Upon termination without cause, Contractor will be paid for services rendered to the date of termination. 8.2 For Cause. If the Contractor is determined by the Town to be in default of any term or condition of this Contract, the Town may terminate this Contract on seven (7) days notice by providing notice to the Contractor, which shall be in writing and shall be deemed delivered and received when given in person to the Contractor, or when received by fax, express mail, certified mail return receipt requested, regular mail postage prepaid or delivered by any other appropriate method evidencing actual receipt by the Contractor. 8.3 Default. The following shall constitute events of a default under the Contract: 1) any material misrepresentation made by the Contractor to the Town; 2) any failure to perform any of its obligations under this Contract including, but not limited to the following: (i) failure to commence performance of this Contract at the time specified in this Contract due to a reason or circumstance within the Contractor's reasonable control, (ii) failure to perform this Contract with sufficient personnel and equipment or with sufficient material to ensure the completion of this Contract within the specified time due to a reason or circumstance within the Contractor's reasonable control, (iii) failure to perform this Contract in a manner reasonably satisfactory to the Town, (iv) failure to promptly re -perform within a reasonable time the services that were rejected by the Town as unsatisfactory, or erroneous, (v) discontinuance of the services for reasons not beyond the Contractor's reasonable control, (vi) failure to comply with a material term of this Contract, including, but not limited to, the provision of insurance and non-discrimination, (vii) any other acts specifically and expressly stated in this Contract as constituting a basis for termination of this Contact, and (viii) failure to comply with any and all requirements of state law and/or regulations, and Town bylaw and/or regulations. 9. The Contractor's Breach and the Town's Remedies: Failure of the Contractor to comply with any of the terms or conditions of this Contract shall be deemed a material breach of this Contract, and the Town of North Andover shall Town of North Andover RFP Page 16 of 28 Residential Re -inspection Program have all the rights and remedies provided in the Contract documents, the right to cancel, terminate, or suspend the Contract in whole or in part, the right to maintain any and all actions at law or in equity or other proceedings with respect to a breach of this Contract, including damages and specific performance, and the right to select among the remedies available to it by all of the above. From any sums due to the Contractor for services, the Town may keep the whole or any part of the amount for expenses, losses and damages incurred by the Town as a consequence of procuring services as a result of any failure, omission or mistake of the Contractor in providing services as provided in this Contract. 10. Statutory Compliance: 10.1 This Contract will be construed and governed by the provisions of applicable federal, state and local laws and regulations; and wherever any provision of the Contract or Contract documents shall conflict with any provision or requirement of federal, state or local law or regulation, then the provisions of law and regulation shall control. Where applicable to the Contract, the provisions of the General Laws are incorporated by reference into this Contract, including, but not limited to, the following: General Laws Chapter 30B — Procurement of Goods and Services. General Laws Chapter 30, Sec. 39, et seq: - Public Works Contracts. General Laws Chapter 149, Section 44A, et seq: Public Buildings Contracts. 10.2 Wherever applicable law mandates the inclusion of any term and provision into a municipal contract, this Section shall be understood to import such term or provision into this Contract. To whatever extent any provision of this Contract shall be inconsistent with any law or regulation limiting the power or liability of cities and towns, such law or regulation shall control. 10.3 The Contractor shall give all notices and comply with all laws and regulations bearing on the performance of the Contract. If the Contractor performs the Contract in violation of any applicable law or regulation, the Contractor shall bear all costs arising therefrom. 10.4 The Contractor shall keep itself fully informed of all existing and future State and National Laws and Municipal By-laws and Regulations and of all orders and decrees of any bodies or tribunals having jurisdiction in any manner affecting those engaged or employed in the work, of the materials used in the work or in any way affecting the conduct of the work. If any discrepancy or inconsistency is discovered in the Drawings, Specifications or Contract for this work in violation of any such law, by-law, regulation, order or decree, it shall forthwith report the same in writing to the Town. It shall, at all times, itself observe and comply with all such existing and future laws, by-laws, regulations, orders and decrees; and shall Town of North Andover RFP Page 17 of 28 Residential Re -inspection Program protect and indemnify the Town of North Andover, and its duly appointed agents against any claim or liability arising from or based on any violation whether by him or its agents, employees or subcontractors of any such law, by-law, regulation or decree. 11. Conflict of Interest: Both the Town and the Contractor acknowledge the provisions of the State Conflict of Interest Law (General Laws Chapter 268A), and this Contract expressly prohibits any activity which shall constitute a violation of that law. The Contractor shall be deemed to have investigated the application of M.G.L. c. 268A to the performance of this Contract; and by executing the Contract documents the Contractor certifies to the Town that neither it or its agents, employees, or subcontractors are thereby in violation of General Laws Chapter 268A. 12. Certification of Tax Compliance This Contract must include a certification of tax compliance by the Contractor, as required by General Laws Chapter 62C, Section 49A (Requirement of Tax Compliance by All Contractors Providing Goods, Services, or Real Estate Space to the Commonwealth or Subdivision). 13. Discrimination The Contractor will carry out the obligations of this Contract in full compliance with all of the requirements imposed by or pursuant to General Laws Chapter 151 B (Law Against Discrimination) and any executive orders, rules, regulations, and requirements of the Commonwealth of Massachusetts as they may from time to time be amended. 14. Assignment: Assignment of this Contract is prohibited, unless and only to the extent that assignment is provided for expressly in the Contract documents. 15. Condition of Enforceability Against the Town: This Contract is only binding upon, and enforceable against, the Town if. (1) the Contract is signed by the Town Manager or its designee; and (2) endorsed with approval by the Town Accountant as to appropriation or availability of funds; and (3) endorsed with approval by the Town Counsel as to form. 16. Corporate Contractor: If the Contractor is a corporation, it shall endorse upon this Contract (or attach hereto) its Clerk's Certificate certifying the corporate capacity and authority of the party signing this Contract for the corporation. Such certificate shall be accompanied by a letter or other Town of North Andover RFP Page 18 of 28 Residential Re -inspection Program instrument stating that such authority continues in full force and effect as of the date the Contract is executed by the Contractor. This Contract shall not be enforceable against the Town of North Andover unless and until the Contractor complies with this section. The Contractor, if a foreign corporation, shall comply with the provisions of the General Laws, Chapter 181, Sections 3 and 5, and any Acts and Amendments thereof, and in addition thereto, relating to the appointment of the Commissioner of Corporations as its attorney, shall file with the Commissioner of Corporations a Power of Attorney and duly authenticated copies of its Charter or Certificate of Incorporation; and said Contractor shall comply with all the laws of the Commonwealth. 17. Liability of Public Officials: To the full extent permitted by law, no official, employee, agent or representative of the Town of North Andover shall be individually or personally liable on any obligation of the Town under this Contract. 18. Indemnification: The Contractor shall indemnify, defend and save harmless the Town, the Town's officers, agents and employees, from and against any and all damages, liabilities, actions, suits, proceedings, claims, demands, losses, costs, expenses, recoveries and judgments of every nature and description (including reasonable attorneys' fees) that may arise in whole or in part out of or in connection with the work being performed or to be performed, or out of any act or omission by the Contractor, its employees, agents, subcontractors, material men, and anyone directly or indirectly employed by any of them or anyone for whose acts any of them may be liable, regardless of whether or not it is caused in part by any party indemnified hereunder. The Contractor further agrees to reimburse the Town for damage to its property caused by the Contractor, its employees, agents, subcontractors or material men, and anyone directly or indirectly employed by any of them or anyone for whose acts any of them may be liable, including damages caused by his, its or their use of faulty, defective, or unsuitable material or equipment, unless the damage is caused by the Town's gross negligence or willful misconduct. The existence of insurance shall in no way limit the scope of the Contractor's indemnification under this contract. 19. Workers Compensation Insurance: The Contractor shall provide by insurance for the payment of compensation and the furnishing of other benefits under Chapter 152 of the General Laws of Massachusetts (The Worker's Compensation Act) to all employees of the Contractor who are subject to the provisions of Chapter 152 of the General Laws of Massachusetts. Failure to provide and continue in force such insurance during the period of this Contract shall be deemed a material breach of this Contract, shall operate as an immediate termination thereof, and Contractor shall indemnify the Town for all losses, claims, and actions resulting from the failure to provide the insurance required by this Article. Town of North Andover RFP Page 19 of 28 Residential Re -inspection Program The Contractor shall furnish to the Town evidence of such insurance prior to the execution of this Contract before the same shall be binding on the parties thereto, except if specifically waived by the Town. 20. Documents, Materials, Etc. Any materials, reports, information, data, etc. given to or prepared or assembled by the Contractor under this Contract are to be kept confidential and shall not be made available to any individual or organization by the Contractor (except agents, servants, or employees of the Contractor) without the prior written approval of the Town, except as otherwise required by law. The Contractor shall comply with the provisions Chapter 66A of the General Laws of Massachusetts as it relates to public documents, and all other state and federal laws and regulations relating to confidentiality, security, privacy and use of confidential data. Any materials produced in whole or in part under this Contract shall not be subject to copyright, except by the Town, in the United States or any other country. The Town shall have unrestricted authority to, without payment of any royalty, commission, or additional fee of any type or nature, publicly disclose, reproduce, distribute and otherwise use, and authorize others to use, in whole or in part, any reports, data or other materials prepared under this Contract. All data, reports, programs, software, equipment, furnishings, and any other documentation or product paid for by the Town shall vest in the Town at the termination of this Contract. The Contractor shall at all times, during or after termination of this Contract, obtain the prior written approval of the Town before making any statement bearing on the work performed or data collected under this Contract to the press or issues any material for publication through any medium. 21. Audit, Inspection and Recordkeeping At any time during normal business hours, and as often as the Town may deem it reasonably necessary, there shall be available in the office of the Contractor for the purpose of audit, examination, and/or to make excerpts or transcript all records, contracts, invoices, materials, payrolls, records of personnel, conditions of employment and other data relating to all matters covered by this Agreement. 22. PMggent The Town agrees to make all reasonable efforts to pay to the Contractor the sum set forth in the Contractor's bid or proposal within thirty (30) days of receipt of an invoice detailing the work completed and acceptance from the Town of the work completed. Town of North Andover RFP Page 20 of 28 Residential Re -inspection Program 23. Waiver and Amendment Amendments, or waivers of any additional term, condition, covenant, duty or obligation contained in this Contract may be made only by written amendment executed by all signatories to the original Agreement, prior to the effective date of the amendment. To the extent allowed by law, any conditions, duties, and obligations contained in this Contract may be waived only by written Agreement by both parties. Forbearance or indulgence in any form or manner by a party shall not be construed as a waiver, nor in any manner limit the legal or equitable remedies available to that party. No waiver by either party of any default or breach shall constitute a waiver of any subsequent default or breach of a similar or different matter. 24. Forum and Choice of Law This Contract and any performance herein shall be governed by and be construed in accordance with the laws of the Commonwealth. Any and all proceedings or actions relating to subject matter herein shall be brought and maintained in the courts of the Commonwealth or the federal district court sitting in the Commonwealth, which shall have exclusive jurisdiction thereof. This paragraph shall not be construed to limit any other legal rights of the parties. 25. Notices Any notice permitted or required under the provisions of this Contract to be given or served by either of the parties hereto upon the other party hereto shall be in writing and signed in the name or on the behalf of the party giving or serving the same. Notice shall be deemed to have been received at the time of actual service or three (3) business days after the date of a certified or registered mailing properly addressed. Notice to the Contractor shall be deemed sufficient if sent to the address set forth in the Contract and to the Town of North Andover by being sent to the Town Manager, Town Hall, 120 Main Street, North Andover, Massachusetts 01845. 26. Binding on Successors: This Contract shall be binding upon the Contractor, its assigns, transferees, and/or successors in interest (and where not corporate, the heirs and estate of the Contractor). 27. Complete Contract: This instrument, together with its endorsed supplements, and the other components of the contract documents, constitutes the entire contract between the parties, with no agreements other than those incorporated herein. Town of North Andover RFP Page 21 of 28 Residential Re -inspection Program 28. Supplemental Conditions: The foregoing provisions apply to all contracts to which the Town of North Andover shall be a party. One of the following "Supplements" must be "checked" as applicable to this Contract, shall be attached hereto, and shall in any event apply as the nature of the Contract requires. The Supplement contains additional terms governing the Contract: [ ] GOODS SUPPLEMENT "G" - Applicable to Contracts for the procurement of Goods (governed by the provisions of General Laws Chapter 30B) [ X ] SERVICES SUPPLEMENT "S" - Applicable to Contracts for the procurement of Services (governed by the provisions of General Laws Chapter 3013) [ ] CONSTRUCTION SUPPLEMENT "C" - Applicable to Contracts for Construction Town of North Andover RFP Page 22 of 28 Residential Re -inspection Program IN WITNESS WHEREOF the parties have hereto and to two other identical instruments set forth their hands the day and year first above written. THE TOWN Division/Department Head Contract Manager Town Manager Date APPROVED AS TO FORM: Town Counsel THE CONTRACTOR Company Name Signature Print Name & Title Date CERTIFICATION AS TO AVAILABILITY OF FUNDS: Town Accountant Town of North Andover RFP Residential Re -inspection Program Date Date Page 23 of 28 SUPPLEMENT "S" This form supplements the general provisions of the Contract between the Town of North Andover, and , which Contract is a contract for the procurement of services. "Services" shall mean furnishing of labor, time, or effort by the Contractor. This term shall not include employment agreements, collective bargaining agreements, or grant agreements. Change Orders: Change orders for contracts subject to Massachusetts General laws Chapter 30B may not increase the quantity of services by more than twenty-five (25%) per cent, in compliance with General Laws Chapter 30B, §13. Minimum Wage/Prevailing Wage; The Contractor will carry out the obligations of this Contract in full compliance with all of the requirements imposed by or pursuant to General Laws Chapter 151, §1, et seq. (Minimum Wage Law) and any executive orders, rules, regulations, and requirements of the Commonwealth of Massachusetts as they may from time to time be amended. The Contractor will at all times comply with the wage rates as determined by the Commissioner of the Department of Labor and Industries, under the provisions of General Laws Chapter 149, 26 to 27D (Prevailing Wage), as shall be in force and as amended. Insurance: The Contractor shall obtain and maintain the following insurance: 5.1 Workers Compensation Insurance of the scope and amount required by the laws of the Commonwealth of Massachusetts. 5.2.1 Broad Form Commercial General Liability coverage with limits of at least $1 Million per occurrence and $3 Million aggregate, and which shall cover bodily injury, death, or property damage arising out of the work. 5.3 Automobile Liability Coverage, including coverage for owned, hired, or borrowed vehicles with limits of at least $1 Million per person, and $1 Million per accident. 5.4 The intent of the Specifications regarding insurance is to specify minimum coverage and minimum limits of liability acceptable under the Contract. However, it shall be the Contractor's responsibility to purchase and maintain insurance of such character and in such amounts as will adequately protect it and the Town from and against all claims, damages, losses and expenses resulting from exposure to any casualty liability in the performance of the work. 5.5 All required insurance shall be certified by a duly authorized representative of the insurers on the "MIIA" or "ACORD" Certificate of Insurance form incorporated into and made a part of this agreement. Properly executed certificates signifying adequate Town of North Andover RFP Page 24 of 28 Residential Re -inspection Program coverage in effect for the duration of the contract with renewal certificates issued not less than 30 days prior to expiration of a policy period, must be submitted to the Town prior to commencement of this Agreement. 5.6 The Town shall be named as an additional insured on the above referenced liability policies, and the Contractor's insurance shall be the primary coverage. The cost of such insurance, including required endorsements or amendments, shall be the sole responsibility of the Contractor. 6. Indemnification: The Contractor shall indemnify, defend and save harmless the Town, its officers, agents and employees from and against any and all damages, liabilities, actions, suits, proceedings, claims, demands, losses, costs, expenses, recoveries and judgments of every nature and description (including reasonable attorneys' fees) brought or recovered against them that may arise in whole or in part out of or in connection with the work being performed or to be performed, or out of any act or omission by the Contractor, its employees, agents, subcontractors, material men, and anyone directly or indirectly employed by any of them or anyone for whose acts any of them may be liable, regardless of whether or not it is caused in part by any party indemnified hereunder. The Contractor further agrees to reimburse the Town for damage to its property caused by Contractor, its employees, agents, subcontractors or material men, and anyone directly or indirectly or indirectly employed by any of them or anyone for whose acts any of them may be liable, including damages caused by his, its or their use of faulty, defective or unsuitable material or equipment, unless the damage is caused by the Town's gross negligence or willful misconduct. The existence of insurance shall in no way limit the scope of this indemnification. APPROVED AS TO FORM ONLY: TOWN OF NORTH ANDOVER Town Counsel Town Manager I CERTIFY THAT FUNDS ARE AVAILABLE IN ACCOUNT No Department/Division Head Town Accountant THE CONTRACTOR: Date: Town of North Andover RFP Page 25 of 28 Residential Re -inspection Program CERTIFICATIONS CERTIFICATE OF NON -COLLUSION The undersigned certifies under penalties of perjury that this bid or proposal has been made and submitted in good faith and without collusion or fraud with any other person. As used in this certification, the word "person" shall mean natural person, business, partnership, corporation, committee, union, club or other organization, entity, or group of individuals. Signature Date Print Name & Title Company Name CERTIFICATE OF TAX COMPLIANCE Pursuant to Chapter 62C of the Massachusetts General Laws, Section 49A (b), I , authorized signatory for Name of individual Name of contractor do hereby certify under the pains and penalties of perjury that said contractor has complied with all laws of the Commonwealth of Massachusetts, and the Town of North Andover, relating to taxes, permit or other fees, reporting of employees and contractors, and withholding and remitting child support. Signature Town of North Andover RFP Residential Re -inspection Program Date Page 26 of 28 CERTIFICATE OF VOTE At a duly authorized meeting the Board of Directors of the held on it was VOTED, THAT (Name) (Officer) of be and hereby is authorized to execute contracts and bonds in the name and on behalf of said , and affix its corporate seal hereto; and such execution of any contract or obligation in the name of on its behalf by such officer under seal of , shall be valid and binding upon that I hereby certify that I am the clerk of the above named and is the duly elected officer as above of said and that the above vote has not been amended or rescinded and remains in full force and effect as the date of this contract. (Date) (Clerk) Town of North Andover RFP Page 27 of 28 Residential Re -inspection Program APPENDIX A - PRICE PROPOSAL Task Inspection per parcel* with no data entry Inspection per parcel* with data entry Other charges/expenses: *Assumes 3,000 parcels but subject to change at sole discretion of Assessor's Office Business Name Business Address Business Phone Fax Name of Person Authorized to sign Price Proposal Title of Person Authorized to sign Price Proposal Signature of Above Person Town of North Andover RFP Page 28 of 28 Residential Re -inspection Program j *PR Goods and Services Submit Confirmation State Publications and Regulations William Francis Calvin, Secretary of the Commonwealth Page 1 of 2 The following Goods and Services submission was successfully received. Planned date of publish is 2/21/2011 Awarding Agency Agency Name and Address: Town of North Andover 120 Main Street North Andover, MA 01845 Bid Number: Contact Information Name: Ray Santilli Title: Assistant Town Manager Phone: 978-688-9516Fax 978-688-9556 Email Address: rsantilli(a,townofnorthandover.com Notify email address listed when final publish date assigned. Address: (if different from above) Description The Town of North Andover is soliciting proposals from qualified companies to provide a complete re -listing of all the descriptive data for 3,000 improved residential properties, the collection of the data in a manner to assure easy entry into the Town's existing CAMA system, and the taking of a digital photograph of each property. The project and the selected contractor will be overseen by the Assessor's Office. Contract Information Estimated RateF IF Duration Bid Release Date 02/24/2011 I Release Time 11.00 a.m. Bid Deadline Date 03/17/2011 Deadline Time 2:00 p.m. Additional Information The Request for Proposals document will be available at www.townofnorthandover.com by clicking on 'Available Bids, Quotes and Proposals' Tl,;o —non no,. 1— —;-+-4 %r `'foPR Goods and Services Submit Confirmation JL ilio Yur,%. %,"" v%l Niiiu%.0 ivi y vui i" viuo. Page 2 of 2 httn://www.sec.state.ma_us/snmuhlicforms/C�SSubmitConfiirmation.asnx?ID=48426 2/11/201