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Home My WebLink AboutContract #: 013787 - From: 12-31-2012 To: - Real Estate Research Consultants, Inc - Town of North Andovere ul c14h x OR It TOWN OF NORTH ANDOVER 120 MAIN STREET NORTH ANDOVER, MASSACHUSETTS 01845 Raymond T Santilh Assistant Town Manager Attorney Carol McGravey Urbelis & Fieldsteel, LLP 155 Federal Street Boston, MA 02110 Dear Ms. McGravey: March 8, 2012 TEL (978) 688-9516 FAX (978) 688-9556 Enclosed please find for your review and approval three (3) original contracts, with accompanying documentation, between the Town of North Andover and Real Estate Research Consultants, Inc to perform listing, coding, valuation and final certification of all personal property in Town per the Request for Proposals issued on January 31, 2012. Thank you in advance for your attention to this matter. Sincerely, Raymond T. Santilli Assistant Town Manager Enclosures CERTIFICATE OF VOTE At a duly authorized meeting the Board of Directors of the held on February 1, 2012 it was VOTED, THAT Brian J. Pelletier President Real Estate Research Consultants, Inc. (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 Consultants, Inc. , shall be valid and binding upon Signature I hereby certify that I am the clerk of the above named Corporation and - that Brian J. Pelletier is the duly elected officer as above of said Corporation , and that the above vote has not been amended or rescinded and remains in full force and effect as the date of this contract. February 1, 2012 (Date) r ) Gerard J. ale Town of North Andover RFP Page 25 of 26 Personal Property Revaluation 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. CTI�Signature �.., Date 2/1/12 Brian J. Pelletier, President Real Estate Research Consultants, Inc. Print Name & Title 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 I other fees, reporting of employees and contractors, and withholding and remitting child support. Signature Town of North Andover RFP Personal Property Revaluation Date 2/1/12 Page 24 of 26 UP IU: KA(: CERTIFICATE OF LIABILITY INSURANCE DATD/YYYY) 0 03/073/07/12 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 Insurance, IncPHONE 27 Garden Street Unit 1 B 978-774-1318 Danvers, MA 01923 Philip W. Richard CONTACT NAME: FAX a/c 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 INSURERA:Arbella Protection INSURER B: Travelers AIR 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. INS LTR TYPE OF INSURANCE ADDL UB POLICY NUMBER MM/DDY/YYYY MM/DEFF DEXP LIMITS GENERAL LIABILITY EACH OCCURRENCE $ 1,000,00 A X COMMERCIAL GENERAL LIABILITY CLAIMS -MADE Fx_1 OCCUR X 750014253 07/03/11 07/03/12 DAMAGE TO RENTED PREMISES Ea occurrence $ 50,00 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 PRO LOC $ AUTOMOBILE LIABILITY X COMBINED SINGLE LIMIT $ 1,000,00 (Ea accident) ANY AUTO BODILY INJURY (Per person) $ A X X ALL OWNED AUTOS SCHEDULED AUTOS HIREDAUTOS 64610400002 04/06/11 04106/12 BODILY INJURY (Per accident) $ PROPERTY DAMAGE $ (Per accident) X NON-OWNEDAUTOS $ $ UMBRELLA X OCCUR EACH OCCURRENCE $ 1,000,00 A X EXCESSLIAB B CLAIMS -MADE X 4600030978 05/02111 05/02/12 AGGREGATE $ 1,000,00 DEDUCTIBLE $ $ X RETENTION $ 10,000 B WORKERS COMPENSATION AND EMPLOYERS' LIABILITY ANY PROPRIETOWPARTNER/EXECUTIVE YIN OFFICER/MEMBER EXCLUDED? N / A 7PJUB0678N75110 06/25/11 06/25/12 X WC STATU- I OTH- TORY LIMITS ER E.L. EACH ACCIDENT $ 500,00 E.L. DISEASE - EA EMPLOYEE $ 500,00 (Mandatory in NH) If yes, describe under DESCRIPTION OF OPERATIONS below E.L. DISEASE - POLICY LIMIT $ 500,00 DESCRIPTION OF OPERATIONS / LOCATIONS 1 VEHICLES (Attach ACORD 101, Additional Remarks Schedule, if more space is required) Evidence of Insurance. The Town of North Andover is listed as an additional insured in regard to liability. CERTIFICATE_ Hn1_DFR rAMrFI I ATInM ©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 St. AUTHORIZED REPRESENTATIVE North Andover, MA 01845 f / ©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 �n (� IK �-� Real Estate Research Consultants, Inc. 1538 Turnpike Street • North Andover, MA 01845 978-681-1991 March 7, 2012 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 provision of personal property services 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. Very truly Orian J. Pelletier President TOWN OF NORTH ANDOVER 120 MAIN STREET NORTH ANDOVER, MASSACHUSETTS 01845 Raymond T Santilli Assistant Town Manager Mr. Brian Pelletier, President Real Estate Research Consultants, Inc 1538 Turnpike Street North Andover, MA 01845 Dear Mr. Pelletier: March 5, 2012 TEL (978) 688-9516 FAX (978) 688-9556 The Town of North Andover has decided to award a contract to Real Estate Research Consultants Inc for the listing, coding, valuation and final certification of all personal property for implementation in FY 13 in accordance with the Request for Proposals issued on January 31, 2012. 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 d D TOWN OF NORTH ANDOVER CONTRACT 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: 978-681-1995 1 2 3. This is a Contract for the procurement of the following: Provide services for the listing, coding, valuation and final certification of all personal property in the Town of North Andover for implementation in FY13 revaluation in accordance with the Request for Proposals dated January 31, 2012 and written proposal dated February 1, 2012 The Contract price to be paid to the Contractor by the Town of North Andover is: Personal Property Revaluation $ 50.00 per account Appraisal of Wireless Telephone Companies $ 1,000.00 (total of six) Payment will be made as follows: Upon approval of work product and receipt of invoice, net 30 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 V. 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 December 31, 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 APPENDIX A - PRICE PROPOSAL 9Mq Personal Property Revaluation * Appraisal of Wireless Telephone Companies (total of six) Other charges/expenses: 5 0.0 0 per account $ 1,000.00 *Assumes approximately 900 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 PrPG l (l Prlt 1 IL1V Town of North Andover RFP Page 26 of 26 Personal Property Revaluation Ir COMPANY: &elc`S(.�i�✓LG�% �fy✓S�LTj#✓%S Evaluation of `Personal Property Revaluation' Submissions Minimum Criteria/Oualifications Each applicant must demonstrate that it meets the following minimum qualifications: A. Vendor shall have a minimum of ten (10) years experience in performing the work described in this RFP. B. Vendor shall submit a complete list of all contracts performed in the past three (3) years that are similar in scope to this project with dates, contact names and telephone numbers. C. The Contractor must evidence the successful completion of at least twenty (20) personal property projects containing a minimum of 900 accounts. D. A list of municipalities for which the vendor is currently committed to personal property projects, the services to be provided and client contacts both for FYI and FYI 3. E. 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 vendor's staff assignments. o Project Startup o Data Collection o Coding o Data Entry o Valuation o Assessors Review o Preliminary Certification Review o Taxpayer Hearings o Final Certification Review o Project Completion The work plan must evidence a project completion date no later than June 30, 2012 F. The Contractor must have a staff of at least ten (10) full-time, non -clerical individuals, dedicated to providing revaluation services. G. The Contractor must set forth the project staffing to be utilized on this project including, but not limited to, Project Director, coding personnel, personal property listers, and data Evaluation of `Personal Property Revaluation' Submissions Page 1 of 5 r si processing interface. For each individual, provide a complete and updated resume and list the following information: o Name o Title o Project Responsibilities o Man -Hours This Project o Man -Hours Other Projects H. The proposed Project Director must have at least ten (10) years experience as a Project Director relative to personal property valuation. I. Written assurances that the vendor has a complete knowledge and understanding of Department of Revenue (DOR) certification requirements and that all work performed shall reflect and comply with the DOR requirements. J. A copy of financial statements for the vendor's most recent fiscal year. (Note: The Assessor's Office reserves the right to request additional information relative to the contractor's financial stability.) K. Submission of separate and sealed proposal. L. Submission of required statements and forms. ALL MINIMUM CRITERIA/QUALITIFCATIONS MET: Evaluation of `Personal Property Revaluation' Submissions YES r��l NO Page 2 of 5 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 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. Vendor's experience with personal property revaluation projects in Massachusetts ♦ Vendor having fifty or more successful personal property revaluation projects in Massachusetts will be considered Highly Advantageous (5 points) ♦ Vendor having at least twenty, but less than fifty successful personal property revaluation projects in Massachusetts will be considered Advantageous (3 points) ♦ Vendor having less than twenty successful personal property revaluation projects in Massachusetts 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. Vendor's ability to utilize existing database and appraisal system ♦ Vendor having at least twenty successful personal property revaluation projects in Massachusetts utilizing the RRC Personal Property Software for Windows will be considered Highly Advantageous (5 points) ♦ Vendor having at least ten but less than twenty successful personal property revaluation projects in Massachusetts utilizing the RRC Personal Property Software for Windows will be considered Advantageous (3 points) ♦ Vendor having at least one but less than ten successful personal property revaluation projects in Massachusetts utilizing the RRC Personal Property Software for Windows will be considered Least Advantageous (1 point) Evaluation of `Personal Property Revaluation' Submissions Page 3 of 5 r' ♦ Vendor having no successful personal property revaluation projects in Massachusetts utilizing the RRC Personal Property Software for Windows will be considered as Does Not Meet minimum requirements (0 points and elimination from further consideration) SCORE FOR COMPARATIVE EVALUATION CRITERIA B: 5 Evaluation of `Personal Property Revaluation' Submissions Page 4 of 5 COMPANY: SUMMARY ALL MINIMUM CRITERIA/QUALIFICATIONS MET: YES NO SCORE FOR COMPARATIVE EVALUATION CRITERIA A: 5 SCORE FOR COMPARATIVE EVALUATION CRITERIA B: 5 TOTAL SCORE: IQ_ NAME OF EVALUATOR: L DATE: � I- oZ D I -)-- Evaluation )-- Evaluation of `Personal Property Revaluation' Submissions Page 5 of 5 COMPANY: Evaluation of `Personal Property Revaluation' Submissions Minimum Criteria/Oualifications Each applicant must demonstrate that it meets the following minimum qualifications: ✓A. Vendor shall have a minimum of ten (10) years experience in performing the work described in this RFP. L/B. Vendor shall submit a complete list of all contracts performed in the past three (3) years that are similar in scope to this project with dates, contact names and telephone numbers. 1C. The Contractor must evidence the successful completion of at least twenty (20) personal property projects containing a minimum of 900 accounts. ✓D. A list of municipalities for which the vendor is currently committed to personal property / projects, the services to be provided and client contacts both for FYI and FYI 3. �,E. 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 vendor's staff assignments. o Project Startup o Data Collection o Coding o Data Entry o Valuation o Assessors Review o Preliminary Certification Review o Taxpayer Hearings o Final Certification Review o Project Completion The work plan must evidence a project completion date no later than June 30, 2012 V�. The Contractor must have a staff of at least ten (10) full-time, non -clerical individuals, dedicated to providing revaluation services. „G. The Contractor must set forth the project staffing to be utilized on this project including, but not limited to, Project Director, coding personnel, personal property listers, and data Evaluation of `Personal Property Revaluation' Submissions Page 1 of 5 M' processing interface. For each individual, provide a complete and updated resume and list the following information: o Name o Title o Project Responsibilities o Man -Hours This Project o Man -Hours Other Projects ,/H. The proposed Project Director must have at least ten (10) years experience as a Project Director relative to personal property valuation. I. Written assurances that the vendor has a complete knowledge and understanding of Department of Revenue (DOR) certification requirements and that all work performed shall reflect and comply with the DOR requirements. J. A copy of financial statements for the vendor's most recent fiscal year. (Note: The Assessor's Office reserves the right to request additional information relative to the contractor's financial stability.) K. Submission of separate and sealed proposal. / L. Submission of required statements and forms. -Z ALL MINIMUM CRTTERLVQUALITIFCATIONS MET: YES V NO Evaluation of `Personal Property Revaluation' Submissions Page 2 of 5 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 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. Vendor's experience with personal property revaluation projects in Massachusetts v♦ Vendor having fifty or more successful personal property revaluation projects in Massachusetts will be considered Highly Advantageous (5 points) ♦ Vendor having at least twenty, but less than fifty successful personal property revaluation projects in Massachusetts will be considered Advantageous (3 points) ♦ Vendor having less than twenty successful personal property revaluation projects in Massachusetts 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. Vendor's ability to utilize existing database and appraisal system V* Vendor having at least twenty successful personal property revaluation projects in Massachusetts utilizing the RRC Personal Property Software for Windows will be considered Highly Advantageous (5 points) ♦ Vendor having at least ten but less than twenty successful personal property revaluation projects in Massachusetts utilizing the RRC Personal Property Software for Windows will be considered Advantageous (3 points) ♦ Vendor having at least one but less than ten successful personal property revaluation projects in Massachusetts utilizing the RRC Personal Property Software for Windows will be considered Least Advantageous (1 point) Evaluation of `Personal Property Revaluation' Submissions Page 3 of 5 ♦ Vendor having no successful personal property revaluation projects in Massachusetts utilizing the RRC Personal Property Software for Windows will be considered as Does Not Meet minimum requirements (0 points and elimination from further consideration) SCORE FOR COMPARATIVE EVALUATION CRITERIA B: Evaluation of `Personal Property Revaluation' Submissions Page 4 of 5 COMPANY: 2ea,,( EyA"e a,.,.4 SUMMARY ALL MINIMUM CRITERIA/QUALIFICATIONS MET: YES SCORE FOR COMPARATIVE EVALUATION CRITERIA A: SCORE FOR COMPARATIVE EVALUATION CRITERIA B: TOTAL SCORE: NAME OF EVALUATOR: So1`o 1 5ye'.6 c - DATE: 2 2 S i2 Evaluation of `Personal Property Revaluation' Submissions /NO 5 /0 Page 5 of 5 COMPANY: Evaluation of `Personal Property Revaluation' Submissions Minimum Criteria/Oualifications Each applicant must demonstrate that it meets the following minimum qualifications: A. Vendor shall have a minimum of ten (10) years experience in performing the work described in this RFP. B. Vendor shall submit a complete list of all contracts performed in the past three (3) years that are similar in scope to this project with dates, contact names and telephone numbers. C. The Contractor must evidence the successful completion of at least twenty (20) personal property projects containing a minimum of 900 accounts. D. A list of municipalities for which the vendor is currently committed to personal property projects, the services to be provided and client contacts both for FYI and FY 13. E. 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 vendor's staff assignments. o Project Startup o Data Collection o Coding o Data Entry o Valuation o Assessors Review o Preliminary Certification Review o Taxpayer Hearings o Final Certification Review o Project Completion The work plan must evidence a project completion date no later than June 30, 2012 F. The Contractor must have a staff of at least ten (10) full-time, non -clerical individuals, dedicated to providing revaluation services. G. The Contractor must set forth the project staffing to be utilized on this project including, but not limited to, Project Director, coding personnel, personal property listers, and data Evaluation of `Personal Property Revaluation' Submissions Page 1 of 5 processing interface. For each individual, provide a complete and updated resume and list the following information: o Name o Title o Project Responsibilities o Man -Hours This Project o Man -Hours Other Projects H. The proposed Project Director must have at least ten (10) years experience as a Project Director relative to personal property valuation. I. Written assurances that the vendor has a complete knowledge and understanding of Department of Revenue (DOR) certification requirements and that all work performed shall reflect and comply with the DOR requirements. J. A copy of financial statements for the vendor's most recent fiscal year. (Note: The Assessor's Office reserves the right to request additional information relative to the contractor's financial stability.) K. Submission of separate and sealed proposal. L. Submission of required statements and forms. ALL MINIMUM CRITERIA/QUALITIFCATIONS MET: YES NO Evaluation of `Personal Property Revaluation' Submissions Page 2 of 5 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 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. Vendor's experience with personal property revaluation projects in Massachusetts ♦ Vendor having fifty or more successful personal property revaluation projects in Massachusetts will be considered Highly Advantageous (5 points) ♦ Vendor having at least twenty, but less than fifty successful personal property revaluation projects in Massachusetts will be considered Advantageous (3 points) ♦ Vendor having less than twenty successful personal property revaluation projects in Massachusetts 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. Vendor's ability to utilize existing database and appraisal system Vendor having at least twenty successful personal property revaluation projects in Massachusetts utilizing the RRC Personal Property Software for Windows will be considered Highly Advantageous (5 points) ♦ Vendor having at least ten but less than twenty successful personal property revaluation projects in Massachusetts utilizing the RRC Personal Property Software for Windows will be considered Advantageous (3 points) ♦ Vendor having at least one but less than ten successful personal property revaluation projects in Massachusetts utilizing the RRC Personal Property Software for Windows will be considered Least Advantageous (1 point) Evaluation of `Personal Property Revaluation' Submissions Page 3 of 5 ♦ Vendor having no successful personal property revaluation projects in Massachusetts utilizing the RRC Personal Property Software for Windows will be considered as Does Not Meet minimum requirements (0 points and elimination from further consideration) SCORE FOR COMPARATIVE EVALUATION CRITERIA B: Evaluation of `Personal Property Revaluation' Submissions Page 4 of 5 COMPANY: SUMMARY ALL MINIMUM CRITERIA/QUALIFICATIONS MET: YES NO SCORE FOR COMPARATIVE EVALUATION CRITERIA A: SCORE FOR COMPARATIVE EVALUATION CRITERIA B: TOTAL SCORE: NAME OF EVALUATOR: DATE: Evaluation of `Personal Property Revaluation' Submissions Page 5 of 5 X Eel IQIR� Real Estate Research Consultants, Inc. 1538 Turnpike Street • North Andover, MA 01845 978-681-1991 February 1, 2012 Mr. Ray Santilli, Assistant Town Manager North Andover Town Hall 120 Main Street North Andover, MA 01845 To Whom It May Concern, Real Estate Research Consultants, Inc. is pleased to submit this Proposal for a Personal Property Revaluation in the Town of North Andover, Massachusetts as of January 1, 2012. As you know, RRC is a full service revaluation appraisal firm with considerable experience in projects of this nature. At RRC, we have taken the lead role in the collection and valuation of personal property. As personal property is the main focus of our company, we have expended considerable time and effort in the development and implementation of software, procedures and methods which produce results and final work products at a level which far exceeds that of our competitors. Many of our client communities have realized significant tax dollar increases upon revaluation. The reasons for this include the following: Picking up accounts that were not previously assessed. Consistent tax law interpretation. The listing of new personal property at existing locations. p Price increases on personal property items. Our price for the undertaking of these updating 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. We would welcome the opportunity to meet with you in order to discuss our Proposal and address any questions you may have. J Should any questions arise during your period of proposal evaluation, please feel free to contact us at your earliest convenience. As always, your consideration of RRC for the undertaking of this personal property appraisal assignment is greatly appreciated. Very.truly .,)?ttrs; Brian J. Pelletier President E Al M RR Al CERTIFICATE OF VOTE At a duly authorized meeting the Board of Directors of the held on February 1, 2012 it was p VOTED, THAT Brian J. Pelletier President Real Estate Research Consultants, Inc. (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, Tnc _ on Real Estate Research its behalf by such officer under seal of Consultants, Inc. , shall be valid and binding upon Signature I hereby certify that I am the clerk of the above named that Brian J. Pelletier Corporation 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. O February 1, 2012 (Date) ra Gerard J. le Town of North Andover RFP Page 25 of 26 O Personal Property Revaluation 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. O Signature c -CE -L Brian J. Pelletier, President Print Name & Title Date 2/1/12 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 O taxes, permit or other fees, reporting of employees and contractors, and withholding and remitting child support. Signature Town of North Andover RFP Personal Property Revaluation Date 2/1/12 Page 24 of 26 m All All •l PROPOSAL FOR A PERSONAL PROPERTY REVALUATION IN THE TOWN OF NORTH ANDOVER, MASSACHUSETTS AS OF JANUARY 1, 2012 RR IN TABLE OF CONTENTS a A, L7 TABLE OF CONTENTS PAGE Company Information Introduction........................................................................ . Overview of Project............................................................ CompanyProfile................................................................. Assessment Date............................................................... Certification Assurances..................................................... Scope of Services Project Timetable................................................................ 2 Project Staffing Breakdown ................................................ 3 Personal Property Valuation............................................4-5 RRC Personal Property Appraisal Software ....................... 6 Personal Property Maintenance ......................................... 7 Public Relations.................................................................. 8 Deliverable Products.......................................................... 9 Minimum Evaluation Criteria.............................................10 Comparative Evaluation Criteria..................................11-12 Client Lists Personal Property Clients............................................13-14 Qualifications of Staff Employee Qualifications: Brian J. Pelletier....15 ........................................................ 0 Christopher Natale.........................................................16 James Venuti.............................................................. ...17 Gilbert Carrie.................18 ................................................ LewisGaudet.................................................................19 0 R W Es COMPANY INFORMATION M IN IN 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 complete personal property update within the Town of North Andover, as of January 1, 2012. In the performance of this project, RRC will comply in total with all conditions and requirements as set forth in the Request for Proposals. RRC will perform all valuation activities on the RRC Personal Property Appraisal Software, which is utilized by the Town of North Andover on an in-house basis. COMPANY PROFILE Real Estate Research Consultants, Inc. (RRC) has been actively engaged in the mass appraisal field for the past twenty-nine years. RRC was founded and incorporated in 1982, and is a privately held company. Since its' founding RRC has been specialized in providing personal property revaluation, updating and maintenance services to numerous municipalities for property tax purposes. The enclosed list of Complete Personal Property Revaluations provides the names of all personal property communities that RRC has been involved in, together with the Assessor, the number of accounts collected and revalued, and the fiscal year of the project. ASSESSMENT DATE The effective date for the purpose of this project shall be January 1, 2012, for the Town of North Andover in accordance with the timetable as included herein. 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 O Department of Revenue. RRC m SCOPE OF SERVICES �1 IRI1�� 9 Project Start -Up Data Collection 9 Coding Data Entry Valuation Assessors Review Preliminary Certification Review Taxpayer Hearings Final Certification Review Project Completion U PROJECT TIMETABLE FROM 03/12/12 03/12/12 TO STAFF ASSIGNMENT Brian Pelletier 05/11/12 Chris Natale James Venuti Gilbert Carrie Lewis Gaudet 03/12/12 05/11/12 Chris Natale James Venuti Gilbert Carrie Lewis Gaudet 03/19/12 05/18/12 Jill Souther 03/19/12 05/25/12 Brian Pelletier 04/09/12 05/25/12 Brian Pelletier 05/29/12 05/31/12 Brian Pelletier 06/11/12 06/12/12 Chris Natale 06/15/12 Brian Pelletier 06/20/12 06/20/12 Brian Pelletier R NAMES Brian Pelletier Chris Natale p James Venuti Gilbert Carrie Lewis Gaudet W PROJECT STAFFING BREAKDOWN TITLE & ROJECT RESPONSIBILITIES Project Director & DP Interface Project Supervisor Data Collector Data Collector Data Collector MAN HOURS FOR THIS PROJECT 20 0 RR 80 320 320 320 MAN HOURS ON OTHER PROJECTS 80 L�� PERSONAL PROPERTY VALUATION It has been the experience of RRC that we have streamlined many Assessing Offices relative to personal property data collection and valuation. In the use of our methods we usually uncover significant personal property value that was not previously assessed. In most of our client communities we uncover tax revenues the extent of which not only makes the personal property job cost effective, it usually makes the entire revaluation cost effective. The Company will discover, list and value all personal property accounts in the Town. In this listing process, the Company will do everything possible to insure that all personal property accounts are recorded and inventoried. In order to accomplish this objective, all accounts will be listed on a street canvas basis. Data collectors physically cover O every street in the community and cross-reference this with the existing records of the Town. In this process, the Company will undertake a listing and valuation of each item of personal property as it currently exists in the Town. All forms of list will also be reviewed as a part of this process in order to extract all pertinent information relative to the personal property tax base for each particular account. As an integral part of this process, the Company will implement a new pricing manual reflecting prices as of January 1, 2012. All personal property that is assessable, relative to each account identified, will be listed at the site on a personal property data sheet. A complete and individual inventory listing will be made of all taxable personal property at each site. In this process, the Contractor's representative will deal with the owner or manager of the business. If initially unsuccessful in gaining access, a callback will be made with record made of the date and time of such visit. At the time of this callback, if the business owner or manager is still unavailable, the Contractor will schedule an appointment to meet with said representative. For each account of taxable personal property, the company will list, and provide the following information: 1. Owner Name 2. DBA (Doing Business As) 3. Location O 4. Mailing Address 5. Telephone Number 6. Source of Information 7. Tax Status Code 8. Account Number 9. Input Data 10. Date of Last Change 11. Data Collector 12. Input Operator 13. Neighborhood Code 0 R I u The system will also store each individual item of personal property. The following list of information will be included for every personal property item in addition to the items above: 14. Type (Furniture or Machinery) 15. Quantity 16. Condition 17. Age 18. Pricing Code 19. Description 20. Replacement Cost 21. Depreciation 22. Depreciated Value 23. Inventory Subtotal 24. Furniture and Fixture Subtotal O 25. Machinery and Equipment Subtotal B. Total Valuation C. Growth Year -The Year the Item is First Valued in the Town D. New Growth Value for the Item When the Company is not allowed access to an account, the Company will notify the Town in writing within three (3) days of the refusal and the Town will attempt to assist the Company in obtaining the necessary information. X 0 RRC RRC PERSONAL PROPERTY APPRAISAL SOFTWARE In the performance of this project, RRC will perform all valuation activities upon the RRC Personal Property Appraisal Software which is utilized by the North Andover Assessor's Office on an in-house basis. This system was designed, developed and utilized by RRC in over one hundred personal property revaluation assignments throughout the Commonwealth. On-site installations of this software have been made in over seventy Massachusetts communities. As you know, the system uses the information collected in the field and, through the entry of a pricing code, automatically prices the item entered. The depreciation schedule is built into the system and is maintainable by the user as well as all of the prices located in the system's pricing manual. The pricing manual includes over 4,000 separate items of personal property. The system also allows for the easy updating of the database in an update year. This process is completely computerized. The following information is accessible and printable for every individual personal property account: 1. Owner Name 2. DBA (Doing Business As) 3. Location 4. Mailing Address 5. Telephone Number 6. Source of Information 7. Tax Status Code 8. Account Number 9. Input Data 10. Date of On -Site Inspection 11. Date of Last Change 12. Data Collector 13. Input Operator 14. Neighborhood Code The system also stores each individual item of personal property. What follows is a list of information that is included for every personal property item in addition to the items above: 15. Type (Furniture or Machinery) 16. Quantity 17. Condition 18. Age 19. Pricing Code 20. Description 21. Replacement Cost 22. Depreciation 23. Depreciated Value 24. The Previous Years Assessment 25. The Growth Year for the Item 26. The Growth Value for the I RRC PERSONAL PROPERTY MAINTENANCE As an integral part of this project, RRC will provide the means by which values can be maintained and updated in future years. As a part of the annual support, we will install an updated pricing manual onto the software. This allows the Town to update values on either an annual basis or in the triennial update year. The system also contains the means, by which, through the use of a single command, depreciation can be updated and recalculated for all accounts in the system. Relative to the discovery of new accounts, and the identification of out of business accounts, RRC will, on an annual basis, provide the Town with a report of new listings and deletions. This report will be produced through a computerized matching of the O business listings from our listing service as of the valuation date in question. For example, the business listing from our service as of January 1, 2012 will be compared to the business listing as of January 1, 2013. Any additional accounts that are not on the 2012 listing are no longer in business. The new listing deletion report will be provided for Fiscal 2013, 2014 and 2015. IN 0 R X PUBLIC RELATIONS RRC considers public relations as an extremely vital part of any revaluation effort. We have found that adequate public understanding of the updating program is essential to its success. RRC will, therefore, invest significant time and effort in the development of a successful public relations campaign. The objective of the RRC public relations program is to achieve maximum public understanding and support of the revaluation project by informing the public of the methods to be employed, the goals to be achieved, the effect the project will have on them, and the progress that is being made. O RRC will conduct a public information program that includes media releases and oral presentations. Individual presentations will be directed to taxpayers, local officials, and business, civic and community groups so that they may better understand the scope and objective of the project. What follows are standard activities that we utilize in our public relations campaign: 1. START OF THE PROJECT - Press releases are issued to all local newspapers setting forth the need for the updating project, the steps to be followed together with the timetable for each of these phases, and the ultimate significance of the final valuations and their impact within the Town. 2. DATA COLLECTION - Prior to the personal property data collection in any particular neighborhood or other geographical delineation of the Town, we issue a press release to the local newspaper(s) setting forth the procedure to be followed in the data collection of personal property, so that the taxpayer will know what to expect. The phases as listed above are crucial to the success of this public relations effort. Our efforts, in conjunction with those of the Assessors will insure a revaluation that is effective as well as efficient. Achievement of this goal is virtually assured when the public understands the need for the revaluation, the steps to be followed, the roles of the parties involved, the ongoing nature of the project and the results to be. attained. 0 R x 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: A data listing sheet for each account, O Inventory detail sheet for each account, The pricing schedule and source of information used for its development, The depreciation schedule and source of information used for its development, Value review documents which reflect original proposed value, adjusted proposed value, and any notes relative to action taken, All manual and computerized reports which support values, Documentation of all procedures used throughout this project. M 0 R I X MIJ MINIMUM CRITERIA / QUALIFICATIONS In response to the Minimum Criteria / Qualific,, follows is evidence of how RRC either meets or support for the revaluation experience as outlined Personal Property Revaluations sheet as include, experience of the individuals discussed, may be specifically included as a part of this proposal. tions section of this proposal, what exceeds the criteria as set forth. All below may be found in the Complete as a part of this proposal. Personal found in the resumes that are also A. Incorporated in 1982, RRC has been providing personal property revaluation services to Massachusetts Cities and Town for over twenty-nine (29) years. B. Full personal property revaluation contracts completed by RRC over the past three (3) years, include the following: Gloucester, MA 1,518 Community #of Accts Assessor Tel # Fiscal Yr Brockton 2,083 Paul Sullivan 508-580-7194 2011 Falmouth 788 Dave Bailey 508-548-7611 2011 Foxborough 627 Hanne Simonds 508-543-1215 2010 Franklin 718 Kevin Doyle 508-520-4920 2011 Gloucester 1,518 Nancy Papows 978-281-9715 2011 Lawrence 1,626 Alex Vega 978-620-3191 2012 Leominster 1,347 Walter Poirier 978-534-7531 2012 Lexington 932 Robert Lent 781-862-0500 2012 Marlborough 1,373 Daniel Brogie 508-460-3779 2012 Medford 1,102 Ed O'Neil 781-393-2435 2010 Norwood 1,423 Paul Wanacek 781-762-1240 2012 Pittsfield 2,178 Wil Marsele 413-395-0102 2012 Quincy 2,551 Marion Fantucchio 617-376-1171 2012 Woburn 2,000 Andy Creen 781-932-4400 2011 C. RRC has completed many personal property assignments with account totals in excess of 900 accounts. These include, but are not limited to, the following twenty (20) communities: Community # of Accts Community # of Accts Providence, RI 8,000 Barnstable, MA 1,922 Woburn, MA 2,000 Leominster, MA 1,347 Gloucester, MA 1,518 Cambridge, MA 3,045 Quincy, MA 2,551 Marlborough, MA 1,373 Lawrence, MA 1,626 Norwood, MA 1,423 Peabody, MA 1,478 Northampton, MA 1,448 Brockton, MA 2,038 Yarmouth, MA 1,110 Springfield 3,780 Somerville, MA 1,275 Taunton 1,478 Chelmsford, MA 1,128 Medford, MA 1,102 Needham, MA 1,021 RRC u 9 C E. F. G The contractual commitments of RRC for Fiscal 2013 (refer to item B. above for FY 2012 jobs) personal property revaluations include the following: Community #of Accts Chelsea 741 Dedham 930 Taunton 1,478 Wilmington 770 Yarmouth 1,110 Assessor Ken Stein John Duffy Barry Cooperstein Skip Moynihan Matt Zurowick Tel # Fiscal Yr 617-889-8213 2013 781-326-1995 2013 508-821-1011 2013 978-658-3675 2013 508-398-2231 2013 This information is set forth in the Project Timetable section of this proposal. As you will note, RRC will complete this project by June 20, 2012. RRC currently has over 20 full-time, non -clerical individuals dedicated to providing revaluation services. This information is set forth in the Project Staffing Breakdown section of this proposal. H. The proposed Project Director, Brian J. Pelletier has over twenty-five (25) years experience in the valuation of personal property in the Commonwealth of Massachusetts. His experience as a Project Director with RRC includes such communities as the City of Providence, the City of Brockton, the City of Lawrence and the City of Quincy. Mr. Pelletier also has served as an Assistant Chief with the Massachusetts Department of Revenue, responsible for the certification of personal property. The back-up Project Director, Christopher Natale, also has in excess of ten (10) years experience Iin the valuation of personal property in the Commonwealth of Massachusetts. J K. L. 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. The most recent financial statements have been included as a part of this package. RRC has submitted a separate and sealed proposal. RRC has submitted all required statements and forms. 0 RR M 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 Complete Personal Property Revaluations sheet as included as a part of this proposal. Personal experience of the individuals discussed may be found in the resumes that also have been specifically included as a part of this proposal. A. Experience with personal property revaluation programs in Massachusetts RRC has successfully completed over one hundred (100) personal property revaluation assignments within the Commonwealth of Massachusetts, all of which were performed on personal property Q software. B. Contractors Experience with the RRC Personal Property Software in Massachusetts RRC will utilize the RRC Personal Property Software for Windows in the undertaking of this assignment. The RRC Personal Property System, was designed, developed, and utilized in the revaluation of over 100 communities throughout the Commonwealth. 9. Timeline As is evidenced on our enclosed timetable, we will complete this project by June 20, 2012. J 0 R x Lel CLIENT LISTS A r m z r co) N r� u E X Real Estate Research Consultants, Inc. Personal Property Client List Massachusetts Community # of Accts Assessor Telephone # Abington 475 Jack Pistorino 781-982-2107 Amherst 760 Dave Burgess 413-256-4024 Ashland 361 Richard Ball 508-881-0104 Auburn 662 Cindy Cosgrove 508-832-7708 Ayer 249 Thomas S Hogan Jr 978-772-8211 Barnstable 1922 Jeff Rudziak 508-862-4022 Brockton 2038 Paul Sullivan 508-580-7194 Cambridge 3045 Bob Reardon 617-349-4343 Chatham 508 Andy Machado 508-945-5103 Chelmsford 1128 Frank T Reen 508-250-5220 Chelsea 741 Kenneth A Stein 617-889-8213 Chicopee 923 Laura McCarthy 413-594-1424 Cohasset 250 Mary Quill 781-383-4114 Dartmouth 837 Paul F Bergman 508-999-0709 Dedham 930 John Duffy 781-326-1995 Edgartown 326 JoAnn Resendes 508-627-6140 Essex 149 Jillian 978-768-7831 Everett 948 Pam Davis 617-394-2208 Falmouth 788 Dave Bailey 508-548-7611 Foxborough 627 Hannelore Simonds 508-543-1215 Franklin 718 Kevin W Doyle 508-520-4920 Gloucester 1518 Nancy Papows 978-281-9715 Grafton 301 Jennifer O'Neil 508-839-4310 Hanover 693 Robert Cole 781-826-6401 Hingham 320 Kathy Collins 781-741-1455 Lawrence 1626 Breda Daou 978-794-5791 Lee 300 Sarah Navin 413-243-5512 Leominster 1347 Walter R Poirier 978-534-7531 Lexington 932 Robert Lent 781-862-0500 Lowell 2500 Suzanne A Lemay 978-970-4200 Mansfield 399 Nancy Hinote 508-261-7350 Marlborough 1373 Anthony R Trodella 508-460-3779 Mattapoisett 250 Board of Assessors 508-758-4106 Medford 1102 Ed O'Neil 781-393-2435 Melrose 589 Donald Draght 781-979-4104 Middleboro 887 Barbara Erickson 508-946-2410 Millis 263 Theresa M Cousens 508-376-7049 Needham 1021 Chip Davis 781-455-7507 0 "= FY 2013 Jobs X E Real Estate Research Consultants, Inc. Personal Property Client List Massachusetts Community North Andover North Attleborough North Reading Northampton Northborough Norwood Oxford Peabody Pittsfield Quincy Randolph Reading Saugus Sheffield Somerset Somerville Southborough Southbridge Springfield Stow Sturbridge Swansea Taunton Tewksbury Walpole Wareham Wayland Wilmington Winthrop Woburn Yarmouth # of Accts Assessor Telephone # 865 Garrett C Boles 978-688-9566 892 Sheila Scaduto 508-699-0117 450 Deborah Carbone 978-664-6021 1448 Joan C Sarafin 413-587-1200 649 Diane O'Connor 508-393-5005 1423 Paul Wanacek 781-762-1240 216 Chris Pupka 508-987-6036 1478 Susan Antonellis 978-538-5727 2178 Wil Marsale 413-395-0102 2551 Marion A Fantucchio 617-376-1171 576 Jolanta Briffet 781-961-0906 600 William Boatwright 781-942-9027 723 Ronald Keohan 781-231-4134 200 Tammy Blackwell 413-229-7001 168 Pamela Lee 508-646-2824 1275 Marc Levye 617-625-6600 360 Paul T Cibelli 508-485-0720 504 Wilfrid B Cournoyer 508-764-5404 3780 Richard J Allen 413-787-6160 152 Dotty Wilbur 978-897-4597 400 William Mitchell 508-347-2503 604 Board of Assessors 508-324-6702 1478 Barry Cooperstein 508-821-1011 788 John J Kelley Jr 978-640-4330 696 Dennis J Flis 508-660-7315 4178 Board of Assessors 508-291-3160 254 Ellen Brideau 508-358-3658 770 Skip Moynihan 978-658-3675 351 Collette 617-846-2716 1800 Andy Creen 781-897-5830 1110 Matthew J Zurowick 508-398-2231 0 *= FY 2013 Jobs R x QUALIFICATIONS OF STAFF X 0 a 0 0 z CA 0 n X BRIAN J. PELLETIER 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 O 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 Q 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 co N IN CHRISTOPHER NATALE PROFESSIONAL EXPERIENCE TRESURER REAL ESTATE RESEARCH CONSULTANTS INC. 1988 -Present Presently is responsible for the direction and oversight supervision and maintenance of all personal property (tangible) projects conducted by the Company. Responsibilities include personal property appraisal system interface, went support, the quality of work provided and the timely completion of projects. The communities where these services have been completed, include, but are not limited to, the following: Town of Portland, Connecticut Town of Ayer, Massachusetts Town of Middleborough, Massachusetts Town of Sudbury, Massachusetts Town of Framingham, Massachusetts Town of Grafton, Massachusetts Town of Holliston, Massachusetts Town of Melrose, Massachusetts Town of Tewksbury, Massachusetts City of Cambridge, Massachusetts Town of Duxbury, Massachusetts Town of Middleton, Massachusetts Town of West Boylston, Massachusetts Town of Westminster, Massachusetts Town of Uxbridge, Massachusetts City of Marlborough, Massachusetts Town of North Attleborough, Massachusetts Town of Burlington, Massachusetts Town of Rockport, Massachusetts Town of Westwood, Massachusetts Town of Lincoln, Rhode Island City of Attleboro, Massachusetts Town of Burrillville, Rhode Island Town of Concord, Massachusetts Town of Waltham, Massachusetts Town of Easthampton, Massachusetts Town of Northampton, Massachusetts Town of Bozrah, Connecticut Town of Paxton, Massachusetts Town of Stoneham, Massachusetts Town of Athol, Massachusetts City of Gloucester, Massachusetts Town of Holden, Massachusetts Town of Lynnfield, Massachusetts Town of Northborough, Massachusetts Town of Bellingham, Massachusetts Town of Dedham, Massachusetts City of Everett, Massachusetts Town of Saugus, Massachusetts Town of Westford, Massachusetts Town of Wilmington, Massachusetts Town of Hopedale, Massachusetts Town of Winthrop, Massachusetts Town of Ashland, Massachusetts Town of Leominster, Massachusetts Town of Southborough, Massachusetts Town of Yarmouth, Massachusetts Town of North IGngstown, Rhode Island Town of Marion, Massachusetts City of South Portland, Maine City of Portland, Connecticut Town of Barnstable, Massachusetts City of Everett, Massachusetts EDUCATION Plymouth State College - Plymouth, New Hampshire Bachelor of Science in Business Administration PROFESSIONAL ACTIVITIES Member of the International Association of Assessing Officers Member of the Massachusetts Association ofAssessing Officers Member of the Connecticut Association of Assessing Officers Certified"Personal Property Appraiser - State of Connecticut N JAMES VENUTI PROFESSIONAL EXPERIENCE REAL ESTATE RESEARCH CONSULTANTS, INC. July 1996 - Present Director of Projects - Personal Property - Responsible for all projects relative to staffing, scheduling and oversight of all Project Supervisors and Data Collectors. Proiect Supervisor Personal Property - Has served as a project supervisor on the following projects where he has been responsible for data collection, valuation and client interface: Town of Kittery, Maine Town of Kennebunk, Maine Q Town of Elliot, Maine Town of Cumberland, Maine Town of Bethel, Connecticut Town of Wilton, Connecticut Town of New Milford, Connecticut City of North Attleborough, Massachusetts CttY ' of Springfield, 9fi eld, Massachusetts P City of Pittsfield, Massachusetts City of Brockton, Massachusetts City of Northampton, Massachusetts City of Easthampton, Massachusetts City of Taunton, Massachusetts Town of Wilmington, Massachusetts Town of Millis, Massachusetts City of Chicopee, Massachusetts Town of Millis, Massachusetts Town of Framingham, Massachusetts Town of Foxborou9 h, Massachusetts Town of Stoneham, Massachusetts 0 Town of North Andover, Massachusetts Town of Norwood, Massachusetts X RX I x IN GILBERT CARRIE PROFESSIONAL EXPERIENCE REAL ESTATE RESEARCH CONSULTANTS. INC. February 1994 - Present Personal Property Data Collector - Duties include the data collection, coding, data entry and edit functions relative to personal property valuation. Communities in which he has worked include the following: Town of Bedford, Massachusetts Town of Belmont, Massachusetts City of Peabody, Massachusetts Town of Needham, Massachusetts Town of Hingham, Massachusetts Town of Duxbury, Massachusetts Town of Uxbridge, Massachusetts City of Everett, Massachusetts City of Chelsea, Massachusetts Town of Ayer, Massachusetts Town of Dedham, Massachusetts City of Gloucester, Massachusetts City of Lawrence, Massachusetts City of Quincy, Massachusetts Town of Grafton, Massachusetts Town of Melrose, Massachusetts Town of Saugus, Massachusetts Town of Stoneham, Massachusetts Town of Tewksbury, Massachusetts Town of Wilmington, Massachusetts City of Cambridge, Massachusetts City of Woonsocket, RI Town of Kittery, Maine Town of Kennebunk, Maine City of Brockton, Massachusetts Town of Northborough, Massachusetts Town of -Auburn, Massachusetts Town of North Andover, Massachusetts Town of Walpole, Massachusetts Town of Norwood, Massachusetts C C 19 LEWIS GAUDET PROFESSIONAL EXPERIENCE REAL ESTATE RESEARCH CONSULTANTS INC January 1999 - Present Personal Property Data Collector - Duties include the data collection, coding, data entry and edit functions relative to personal property valuation. Communities in which he has worked include the following: City of Cambridge, Massachusetts City of Everett, Massachusetts City of Lawrence, Massachusetts Town of Framingham, Massachusetts City of Quincy, Massachusetts City of Leominster, Massachusetts City of Peabody, Massachusetts City of Melrose, Massachusetts Town of Needham, Massachusetts Town of Southbridge, Massachusetts Town of Bedford, Massachusetts Town of Webster, Massachusetts Town of Sudbury, Massachusetts Town of Northborough, Massachusetts Town of Easton, Massachusetts Town of Millis, Massachusetts City of Woonsocket, Rhode Island City of Brockton, Massachusetts Town of Northborough, Massachusetts Town of Auburn, Massachusetts Town of North Andover, Massachusetts Town of Walpole, Massachusetts Town of Norwood, Massachusetts C'v 1 %% 1 !' REAL ESTATE RESEARCH CONSULTANTS, INC. FINANCIAL STATEMENTS May 31, 2011 Gr -,-.a,' d&aison ,T oli LLP CERTIFIED PUBLIC ACCOUNTANTS and BUSINESS ADVISORS INDEPENDENT ACCOUNTANT'S REVIEW REPORT To the Board of Directors Real Estate Research Consultants, Inc. North Andover, MA We have reviewed the accompanying balance sheets of Real Estate Research Consultants, Inc. as of May 31, 2011 and the related statements of income and retained earnings and cash flows for the years then ended. A review includes primarily applying analytical procedures to management's financial data and making inquiries of Company management. A review is substantially less in scope than an audit, the objective of which is the expression of an opinion regarding the financial statements as a whole. Accordingly, we do not express such an opinion. Management is responsible for the preparation and fair presentation of the financial statements in accordance with accounting principles generally accepted in the United States of America and for designing, implementing, and maintaining internal control relevant to the preparation and fair presentation of the financial statements. Our responsibility is to conduct the review in accordance with Statements on Standards for Accounting and Review Services issued by the American Institute of Certified Public Accountants. Those standards require us to perform procedures to obtain limited assurance that there are no material modifications that should be made to the financial statements. We believe that the results of our procedures provide a reasonable basis for our report. 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 accounting principles generally accepted in the United States of America. August 15, 2011 CHESTNUT GREEN 7 FEDERAL STREET, SUITE 21 DANVERS, MASSACHUSETTS 01923 (978) 777-6122 • FAX (978) 750-4066 Real Estate Research Consultants, Inc. Balance Sheet For the Year Ended May 31, 2011 Assets Current Assets Cash $ 89,075 Accounts Receivable 297,567 Total Current Assets 386,642 Property and Equipment Vehichle 118,513 Office Equipment 134,434 252,947 Less Accumulated Depreciation (175,142) Net Property and Equipment 77,805 Other Assets Security Deposit 825 Total Other Assets 825 Total Assets $ 465,272 See accompanying notes and independent accountant's review report. Real Estate Research Consultants, Inc. Balance Sheet For the Year Ended May 31, 2011 Liabilities Current Liabilities 190,316 Note Payable - Mercedes $ 8,948 Note Payable - Lexus 8,393 Loan Payable - Officers 142,000 Accrued Payroll 26,108 Federal Withholding 3,072 Accrued Expenses 109 Accrued Federal Taxes 945 Accrued MA Corporate Taxes 438 Accrued RI Corporate Taxes 300 Accrued ME Corporate Taxes 3 Total Current Liabilities 190,316 Long -Term Liabilities Note Payable - Mercedes 1,666 Note Payable - Lexus 18,068 Total Long -Term Liabilities 19,734 Total Liabilities 210,050 Stockholders' Equity Capital Stock, No Par, 15,000 Shares 2,600 authorized, 15,000 shares issued and outstanding Retained Earnings 252,622 Total Stockholders' Equity 255,222 Total Liabilities and Stockholders' Equity $ 465,272 See accompanying notes and independent accountant's review report. Real Estate Research Consultants, Inc. Statement of Income and Retained Earnings For the Year Ended May 31, 2011 Sales Revenue $ 2,109,392 Operating Expenses See accompanying notes and independent accountant's review report. 2,104,898 Income (Loss) from Operations 4,494 Other Income (Expense) Interest Income 1 Total Other Income (Expense) 1 Income (Loss) Before Taxes 4,495 Income Taxes Federal Income Taxes 931 State Income Taxes 1,634 Total Income Taxes 2,565 Net Income (Loss) 1,930 Retained Earnings, Beginning 250,692 Retained Earnings, Ending $ 252,622 See accompanying notes and independent accountant's review report. Real Estate Research Consultants, Inc. Statement of Cash Flows For the Year Ended May 31, 2011 Cash Flows from Operating Activities Net Income $ 1,930 Adjustments to reconcile net income (loss) to net cash provided by (used by) operating activities: Depreciation and amortization 9,700 (Increase) decrease in accounts receivable 3,348 Increase (decrease) in accounts payable (1,705) Increase (decrease) in other liabilities 12,079 Total Adjustments 23,422 Net cash provided by (used in) operating activities 25,352 Cash Flows from Investing Activities Capital expenditures - Net cash provided by (used in) investing activities - Cash Flows from Financing Activities Net Borrowings (18,179) Net cash provided by (used in) financing activities (18,179) Net increase (decrease) in cash and cash equivalents 7,173 Cash at Beginning of Period 81,902 Cash at End of Period $ 89,075 See accompanying notes and independent accountant's review report. Real Estate Research Consultants, Inc. Statement of Income and Retained Earnings For the Year Ended May 31, 2011 Operating Expenses Consultants Fees & Expenses $ 58,023 Payroll 545,437 Payroll - Officers 963,288 Pension 37,610 Bonus 8,298 Health & Life Insurance 96,246 Payroll Taxes 78,597 Rent 19,800 Utilities 3,263 Telephone 9,815 Mileage 86,758 Travel Expense 30,905 Entertainment 50% 5,526 Entertainment 100% 2,265 Insurance - General 10,471 Advertising 26,959 Dues & Subscriptions 1,876 Equipment Rental 8,082 Computer Expense 12,877 Depreciation 9,700 Auto Expense 48,016 Bonding 1,500 Legal & Accounting 6,675 Professional Organizations 400 Office Supplies & Expense 16,441 Postage 6,768 Contributions 1,250 Bank Charges 314 Taxes - Local 1,590 Bad Debt 2,000 Fines & Penalties 21 Interest Expense 4,127 Total Operating Expenses $ 2,104,898 See accompanying notes and independent accountant's review report. REAL ESTATE RESEARCH CONSULTANTS, INC. Notes to Financial Statements May 31, 2011 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. Property 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, 2011 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, 2011. Year ending May 31, Amount 2012 3,905 3 905 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, 2011, 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 periodand be employed for at least six months. The Company contribution to the retirement for the fiscal year ending May 31, 2011 was $37,610. REAL ESTATE RESEARCH CONSULTANTS, INC. Notes to Financial Statements (Cont'd) May 31, 2011 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. $ 10,614 Note payable to bank due in monthly installments of $800.04 including interest at 1.9% through 2014. Collateralized by motor vehicle 26,461 37,075 Less current portion 17,341 1 734 The following is a summary of principal maturities of long-term debt during the next four years. May, 2012 $ 17,341 2013 10,991 2014 8,743' 37 075 TOWN OF NORTH ANDOVER REQUEST FOR PROPOSALS PERSONAL PROPERTY REVALUATION Contact Address Telephone Number: Fax Number: Email January 31, 2012 Ray Santilli 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.................................. 8 8. Comparative Evaluation Criteria ................................... 9 9. Timeline................................................................ l l 10. Method for Award .................................................. 11 Standard Town of North Andover Contract With Supplement«S"............................................... 12 Certifications............................................................ 24 Appendix A — Price Proposal .......................................... 26 Town of North Andover RFP Page 2 of 26 Personal Property Revaluation 1. Introduction The Town of North Andover (`Town') is soliciting proposals from qualified companies to provide services for the listing, coding, valuation and final certification of all personal property in the Town of North Andover for implementation in Fiscal Year 2013 Revaluation. 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, February 23, 2012 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 conferenceibriefing for this project 3. Submission Deadline and Instructions Qualified persons or firms are requested to submit proposals marked "Personal Property Revaluation" 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. Applicants must also execute and include in the sealed submission the Certificate of Vote, 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 Town of North Andover RFP Page 3 of 26 Personal Property Revaluation 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 proposals must be received and registered by the Assistant Town Manager's office by Thursday, February 23, 2012 at 2:00 p.m. All outer envelopes/packages must be labeled "Personal Property Revaluation" 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, February 14, 2012 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, February 16, 2012. 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.townof iorthandover.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 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. Town of North Andover RFP Page 4 of 26 Personal Property Revaluation 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. Profile and other pertinent data regarding the Town of North Andover, Massachusetts. 1) The Town of North Andover contains approximately 900 personal property accounts as of January 1, 2012. 2) All accounts are to be listed and collected in accordance with the provisions of this Scope of Work/Deliverables. 3) The Assessor's Office utilizes the RRC Personal Property Appraisal Software of Real Estate Research Consultants, Inc. on an in-house basis. 4) Companies must utilize this appraisal software for the generation of values, required reports, data exports and be fully experienced with its use. B. Services to be Performed 1) The vendor will list and value all personal property within the Town of North Andover. Town of North Andover RFP Page 5 of 26 Personal Property Revaluation 2) The vendor shall conform to the usage classifications of all personal property, so described, in accordance with Massachusetts General Laws, Chapter 59. 3) Any system changes required and updated pricing tables shall be the responsibility of the vendor. The vendor shall provide all necessary computer and appraisal consulting services to facilitate any system changes. C. Responsibilities of the Town 1) The Town will provide the vendor access to all FY 2013 Forms of List and existing personal property inventory information. 2) The Assessor's Office shall receive a weekly status report from the vendor. They shall review and evaluate the progress of the project and, if necessary or advisable, notify the vendor whether the work performed is or is not satisfactory and timely. 3) The Town shall, as available, provide to the vendor adequate office space including desk, chairs, a telephone and a file cabinet for the duration of the project. D. Responsibilities of the Vendor 1) The vendor will identify owners of personal property located in the Town as of January 1, 2012. 2) All accounts will be identified as either assessable or non -assessable in accordance with the General Laws of the Commonwealth of Massachusetts. All personal property that is assessable will be listed at the site by the vendor. The vendor shall review all FY 2013 Forms of List. 3) On all personal property accounts, a complete and individual inventory listing will be made of all taxable personal property at each site. This listing must contain sufficient detail so that an independent off-site value determination may be made. If initially unsuccessful in gaining access, at least two callbacks will be made with record made of the date and time of such visits. For each account of taxable personal property, the contractor will list, and provide the following information: a. The owner's legal name b. Business name c. Business address d. Tax billing address e. Type of business f. Telephone number g. Type of corporation (SIC Code) h. Tax status code i. Account number j. Date of on-site inspection Town of North Andover RFP Page 6 of 26 Personal Property Revaluation k. Name of contractor's representative who conducted the on-site inspection 1. Complete list of each inventory item that is assessable and taxable as personal property. Included by item shall be the appropriate coding for valuation purposes. in. Valuation breakdown of accounts by the following categories: i. Inventory ii. Furniture and Fixtures iii. Machinery and equipment iv. Underground utilities v. Other 4) The vendor shall verify and inspect all accounts taxable, non-taxable or exempt and shall state the reason for each account classified as either non-taxable or exempt. Non-taxable accounts shall be identified with NTV indicating inspection and no indicated value. 5) All listings will be as of January 1, 2012 and shall reflect the status of all personal property as of that date. All revaluation work shall meet the certification requirements of the Commissioner of Revenue. The vendor shall meet with representatives of the Department of Revenue to assure timely certification. 6) The vendor will be responsible for all data entry and report generation. The vendor shall produce a detailed growth report and a total value which can be used on the FY 2013 LA 13 report. 7) It is the responsibility of the vendor to provide the Assessor's Office with a Report of New Listings and Deletions. In compiling this report, the vendor must research the existing database, identify all new accounts and all accounts to be deleted from the file. The vendor shall specifically address the means by which this is to be accomplished. The vendor shall also provide a Preliminary FY2013 Personal Property Commitment File, incorporating any such New Listing and/or Deletions on or before June 1, 2012. 8) The vendor will guarantee that all information will be provided, from the Town's current personal property software, in a format compatible with the tax billing system to be utilized by the Town. E. Public Information Program 1) The Assessor's Office and the vendor shall cooperate in maintaining good public relations throughout the period of this project. The vendor must coordinate all activities necessary to promote public understanding, awareness and cooperation in conjunction with the entire project. The vendor must be prepared to conduct a public information program that addresses the scope and objective of the project. This Town of North Andover RFP Page 7 of 26 Personal Property Revaluation program shall continue on a regular basis for the duration of the project. 2) All public information activities should emphasize the responsibilities of the various participants, the appraisal methodology employed, and the overall goals of the proj ect. F. Defense of Values 1) The vendor shall provide expert witnesses, at no cost, to represent the Town at all appeals to any Court, Appellate Tax Board, or otherwise, of valuation and/or classifications resulting from this project. All expert witnesses must be approved by the Assessors. 2) These services will include the preparation of detailed narrative reports, if required, at a per diem rate to be provided by the vendor. G. Project Staffing 1) Since the project staffing is such an integral part of this project, the vendor shall contractually commit all individuals as submitted in their proposal, to this project. Any deviation from the proposed individuals and man hours will constitute a breach of agreement to any contractual agreement which may result from this Request for Proposals. 2) Should it become impossible for a contractually committed individual to complete his duties, for a reason such as termination of employment, any change in the vendor's staffing as outlined in the proposal will be subject to the approval of the Town. The Town shall notify the vendor within fifteen (15) business days of the acceptance or rejection of any such staff substitutions. Any substituted person must be of an experience level equal to or greater than the person being replaced. 7. Minimum Criteria/Qualifications Each applicant must demonstrate that it meets the following minimum qualifications: A. Vendor shall have a minimum of ten (10) years experience in performing the work described in this RFP. B. Vendor shall submit a complete list of all contracts performed in the past three (3) years that are similar in scope to this project with dates, contact names and telephone numbers. C. The Contractor must evidence the successful completion of at least twenty (20) personal property projects containing a minimum of 900 accounts. D. A list of municipalities for which the vendor is currently committed to personal property projects, the services to be provided and client contacts both for FY 12 and FY 13. Town of North Andover RFP Page 8 of 26 Personal Property Revaluation E. 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 vendor's staff assignments. o Project Startup o Data Collection o Coding o Data Entry o Valuation o Assessors Review o Preliminary Certification Review o Taxpayer Hearings o Final Certification Review o Project Completion The work plan must evidence a project completion date no later than June 30, 2012 F. The Contractor must have a staff of at least ten (10) full-time, non -clerical individuals, dedicated to providing revaluation services. G. The Contractor must set forth the project staffing to be utilized on this project including, but not limited to, Project Director, coding personnel, personal property listers, and data processing interface. For each individual, provide a complete and updated resume and list the following information: o Name o Title o Project Responsibilities o Man -Hours This Project o Man -Hours Other Projects H. The proposed Project Director must have at least ten (10) years experience as a Project Director relative to personal property valuation. I. Written assurances that the vendor has a complete knowledge and understanding of Department of Revenue (DOR) certification requirements and that all work performed shall reflect and comply with the DOR requirements. J. A copy of financial statements for the vendor's most recent fiscal year. (Note: The Assessor's Office reserves the right to request additional information relative to the contractor's financial stability.) K. Submission of separate and sealed proposal. Town of North Andover RFP Page 9 of 26 Personal Property Revaluation L. 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: 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. Vendor's experience with personal property revaluation projects in Massachusetts ♦ Vendor having fifty or more successful personal property revaluation projects in Massachusetts will be considered Highly Advantageous (5 points) ♦ Vendor having at least twenty, but less than fifty successful personal property revaluation projects in Massachusetts will be considered Advantageous (3 points) ♦ Vendor having less than twenty successful personal property revaluation projects in Massachusetts 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. Vendor's ability to utilize existing database and appraisal system ♦ Vendor having at least twenty successful personal property revaluation projects in Massachusetts utilizing the RRC Personal Property Software for Windows will be considered Highly Advantageous (5 points) ♦ Vendor having at least ten but less than twenty successful personal property revaluation projects in Massachusetts utilizing the RRC Personal Property Software for Windows will be considered Advantageous (3 points) ♦ Vendor having at least one but less than ten successful personal property revaluation projects in Massachusetts utilizing the RRC Personal Property Software for Windows will be considered Least Advantageous (1 point) ♦ Vendor having no successful personal property revaluation projects in Massachusetts utilizing the RRC Personal Property Software for Windows will be considered as Town of North Andover RFP Page 10 of 26 Personal Property Revaluation 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 11 of 26 Personal Property Revaluation 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 12 of 26 Personal Property Revaluation 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 13 of 26 Personal Property Revaluation 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 14 of 26 Personal Property Revaluation 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 15 of 26 Personal Property Revaluation 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 16 of 26 Personal Property Revaluation 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 17 of 26 Personal Property Revaluation 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. Payment 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 18 of 26 Personal Property Revaluation 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 19 of 26 Personal Property Revaluation 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 3013) [ 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 20 of 26 Personal Property Revaluation 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 Personal Property Revaluation Date Date Page 21 of 26 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 "MITA" 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 22 of 26 Personal Property Revaluation 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 Personal Property Revaluation Page 23 of 26 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 Date Town of North Andover RFP Page 24 of 26 Personal Property Revaluation 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 25 of 26 Personal Property Revaluation APPENDIX A - PRICE PROPOSAL Task Personal Property Revaluation * $ Appraisal of Wireless Telephone Companies $ (total of six) Other charges/expenses: per account *Assumes approximately 900 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 26 of 26 Personal Property Revaluation Santilli, Ray From: REGS@sec. state. ma. us Sent: Wednesday, January 25, 2012 1:37 PM To: Santilli, Ray Subject: Publish Date Assigned to Goods and Services A publish date of 1/30/12 has been assigned to your Goods and Services submission with description of: The Town is seeking proposals from qualified vendors to list, code and value all personal property in North Andover for implementation in FY2013. Please note the Massachusetts Secretary of State's office has determined that most emails to and from municipal offices and officials are public records. For more information please refer to: http://www.sec.state.ina.us/pre/Treidx.htm. Please consider the environment before printing this email. SPR Goods and Services Submit Confirmation State Publications and Regulations William Francis Galvin, Secretary of the Commonwealth Page 1 of 2 The following Goods and Services submission was successfully received. Planned date of publish is 1/30/2012 Awarding Agency Agency Name Town of North Andover 120 Main Street North and Address: Andover, MA 01845 Bid Number: Contact Information Name: jlRay Santilli Title: LL lAssistant Town Manager 978-688-9516 Fax 978-688-9556 Phone: Email Address: rsantillintownofnorthandover com Address: Notify email address listed when final publish date assigned (if different from above) Description The Town is seeking proposals from qualified vendors to list, code, and value all personal property in North Andover for implementation in FY2013 Contract Information Estimated Rate Duration Bid Release Date 01/31/2012 Release Time 11:00 a.m. Bid Deadline Date Additional Information 02/23/2012 Deadline 2:00 p.m. Time The comDlete Request for Proposals document will be available on the Town's website (www.townofnorthandover com) by clicking on 'Available Bids, Quotes and Proposals' This page can be printed for your records. Add http://www.sec.state.ma.us/sprpublicforms/GSSubmitConfirmation.aspx?ID=51257 1/24/2012 TOWN OF NORTH ANDOVER REQUEST FOR PROPOSALS FOR A PERSONAL PROPERTY REVALUATION IN THE TOWN OF NORTH ANDOVER, MASSACHUSETTS AS OF JANUARY 1, 2012 TOWN OF NORTH ANDOVER, MASSACHUSETTS OFFICE of BOARD OF ASSESSORS 120 MAIN STREET P.O. BOX 133 NORTH ANDOVER, MA. 01845 TEL (978) 688-9566 FAX (978) 688-3211 January 24, 2012 The Town of North Andover Board of Assessors has determined that an RFP process would be most advantageous for the Town to select complete personal property data collection and valuation services for use with the Town's existing Personal Property Software, and to allow the Town the ability to provide higher ratings to consultants whose personnel have more than minimal experience in providing comparable services to other Massachusetts cities and towns. The Town of North Andover, a municipal corporation, situated in Essex County, Commonwealth of Massachusetts, represented by its Board of Assessors, will receive sealed proposals for Personal Property complete data recollection, valuation updating, support for the existing Personal Property Software, final value review and certification by the Mass. Department of Revenue Division of Local Services. Said proposals shall be due at the Office of the Assistant Town Manager, 120 Main Street, North Andover, no later than 4:00 P.M. on Friday February 10, 2012. Each proposal shall consist of two separately sealed envelopes appropriately marked as "Personal Property Revaluation Services Price Proposal" and Personal Property Revaluation Services Non -Price Proposal". The Non -Price Proposal shall consist of all non -price information requested in the RFP, including all data relative to the qualifications and prior experience of the vendor or his employees. No price information shall be included in the Non -Price Proposal. In the event that any price information is included in the Non -Price proposal, the entire submission shall be rejected as "non-responsive". The Price Proposal shall consist of all cost information. The vendor must submit a Bid Bond equal to ten (10) percent of the total proposal price. The Price Proposals shall be opened by the Director of Purchasing / or Town Manager and the Non -price proposals shall be opened by the Chief Assessor on behalf of the Board of Assessors, in the presence of one or more witnesses. Any proposal received after the date and time specified, or not clearly marked, as specified above, or not completed as specified by this RFP will not be considered. The Board of Assessors reserves the right to reject any or all proposals or to cancel this Request for Proposals and / or make an award as may be determined to be in the best interests of the Town of North Andover. North Andover Board of Assessors David Minicucci, Chairman Ernest L. Jones, member George Barker, member SECTION #1 PROPOSAL REQUIREMENTS The Town of North Andover, Massachusetts acting through its' Board of Assessors is accepting sealed proposals from all interested contractors for the listing, coding and valuation of all personal property in the Town of North Andover for implementation in Fiscal Year 2013. Sealed proposals will be received and registered in the Office of the Assistant Town Manager, until 4:00 P.M. on Friday February 10, 2012. The Town of North Andover reserves the right to reject any and all proposals or to waive any informalities in the proposals, if it appears to be in the best interest of the Town. Contractors shall separately submit price and non -price (or technical) proposals in two sealed envelopes. The price proposal, which is attached hereto, must be completely filled out signed, placed in an envelope and sealed. The non -price proposal must, at the very least, address and comply with all minimum requirements set forth in this Request for Proposals in order to be considered responsive. The non -price proposal shall also be signed, placed in a separate envelope, and sealed. Both the envelopes containing the price and the non -price proposals must be marked with the contractor's name, date of opening, description of proposal, and either PRICE PROPOSAL or NON -PRICE PROPOSAL. A bidder may correct, modify or withdraw a bid by sealed written notice clearly marked as a correction, modification or withdrawal and received in the Office of the Board of Assessors prior to the time and date set forth for proposal submission. In addition to addressing each item in the specifications, the contractor must submit as part of its proposal the following information: 1. A letter of transmittal signed by the individual authorized to contractually bind the contractor stating that the offer is effective for at least sixty (60) calendar days from the deadline for the submission on proposals. 2. A copy of financial statements for the contractor's most recent Fiscal Year. The Town reserves the right to request additional information relative to the contractor's financial stability. 3. A list of the municipalities for which the contractor has provided personal property services, a general description of the specific services provided, fiscal years and client contacts. 4. A list of municipalities for which the contractor is currently committed to provide personal property services, the services being provided and client contacts. 5. Written assurances that the contractor has a complete knowledge and understanding of Department of Revenue (DOR) certification requirements and that all work performed shall reflect and comply with the DOR requirements. SECTION #2 SCOPE OF SERVICES 1.0 Profile and other pertinent data regarding the Town of North Andover, Massachusetts. 1.1 The Town of North Andover contains approximately 900 personal property accounts as of January 1, 2012. 1.2 All accounts as discussed above are to be listed and collected in accordance with the provisions of this Request for Proposals. 1.3 The Board of Assessors utilizes the RRC Personal Property Appraisal Software of Real Estate Research Consultants, Inc. on an in-house basis. 1.4 Interested Contractors must utilize this appraisal software for the generation of values, required reports, data exports and be fully experienced with its use. 2.0 Services to be Performed 2.1 The Contractor will list and value all personal property within the Town of North Andover. 2.2 The Contractor shall conform to the usage classifications of all personal property so described, in accordance with Massachusetts General Laws, Chapter 59. 2.3 Any system changes required and updated pricing tables shall be the responsibility of the Contractor. The Contractor shall provide all necessary computer and appraisal consulting services to facilitate any system changes. 3.0 Responsibilities of the Town 3.1 The Board of Assessors shall receive a weekly status report from the Contractor. They shall review and evaluate the progress of the project, and if necessary or advisable notify the Contractor whether the work performed is or is not satisfactory and timely. 3.2 The Town shall, as available, provide to the contractor adequate office space including desk, chairs, a telephone and a file cabinet for the duration of the project. 4.0 Responsibilities of the Contractor 4.1 The contractor will identify owners of personal property located in the Town as of January 1, 2012. 4.2 All accounts will be identified as either assessable or non -assessable in accordance with the General Laws of the Commonwealth of Massachusetts. All personal property that is assessable will be listed at the site by the Contractor. 4.3 On all personal property accounts, a complete and individual inventory listing will be made of all taxable personal property at each site. This listing must contain sufficient detail so that an independent off-site value determination may be made. If initially unsuccessful in gaining access, at least two callbacks will be made with record made of the date and time of such visits. For each account of taxable personal property, the contractor will list, and provide the following information: 1. The owner's legal name 2. Business name 3. Business Address 4. Tax Billing Address 5. Type of Business 6. Telephone number 7. Type of Corporation (SIC Code) 8. Tax Status Code 9. Account number 10. Date of on-site inspection 11. Name of contractor's representative who conducted the on-site inspection 12. Complete list of each inventory item that is assessable and taxable as personal property. Included by item shall be the appropriate coding for valuation purposes. 13. Valuation breakdown of accounts by the following categories: A. Inventory B. Furniture and Fixtures C. Machinery and equipment D. Underground utilities E. Other 4.4 The Company shall verify and inspect all accounts taxable, non-taxable or exempt and shall state the reason for each account classified as either non-taxable or exempt. Non-taxable accounts shall be identified with NTV indicating inspection and no indicated value. 4.5 All listings will be as of January 1, and shall reflect the status of all personal property as of that date. All revaluation work shall meet the certification requirements of the Commissioner of Revenue. The Contractor shall meet with representatives of the Department of Revenue to assure timely Certification. 4.6 The Company will be responsible for all data entry and report generation. 4.7 It is the responsibility of the Contractor to provide the Assessor with a Report of New Listings and Deletions. In compiling this report the Contractor must research the existing database, identify all new accounts and all accounts to be deleted from the file. The Contractor shall specifically address the means by which this is to be accomplished. The Contractor shall also provide a Preliminary FY 2013 Personal Property Commitment File, incorporating any such New Listing and/or Deletions on or before June 1, 2012. 4.8 The Contractor will guarantee that all information will be provided, from the Town's current personal property software, in a format compatible with the tax billing system to be utilized by the Town. 5.0 Public Information Program 5.1 The Board of Assessors 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. 5.2 All public information activities should emphasize the responsibilities of the various participants, the appraisal methodology employed, and the overall goals of the project. 6.0 Defense of Values 6.1 The Contractor shall provide expert witnesses, at no cost, to represent the Town at all appeals to any Court, Appellate Tax Board, or otherwise, of valuation and/or classifications resulting from this project. All expert witnesses must be approved by the Assessors. 6.2 These services will include the preparation of detailed narrative reports, if required, at a per diem rate to be provided by the Contractor. 7.0 Project Timetable 7.1 The Contractor must submit a comprehensive work plan at a minimum addressing the components indicated below and containing the following information for each component: starting date, completion date, and contractor's staff assignments for each year of the contract. The components to be addressed are as follows: Project Start -Up Data Collection Coding Data Entry Valuation Assessors Review Preliminary Certification Review Taxpayer Hearings Final Certification Review Project Completion 8.0 Project Staffing 8.1 The Contractor must set forth the project staffing to be utilized on this project. At a minimum, the Contractor shall address the following levels: Project Director Coding Personnel Personal Property Listers Data Processing Interface 8.2 Each individual, their project duties, the number of work days each will spend on this project and on other projects in which the contractor will be concurrently involved must be broken down into the following categories: Name Title Project Responsibilities Man Hours This Project Man Hours Other Projects 8.3 The qualifications of each individual set forth above will be provided to the Town by submitting full resumes, which must include prior work experience, dates, positions, responsibilities for each employer, education and professional affiliations. 8.4 Since the project staffing is such an integral part of this project, contractors shall contractually commit all individuals as submitted in their proposal, to this project. Any deviation from the proposed individuals and man hours will constitute a breach of agreement to any contractual agreement which may result from this Request for Proposals. 8.5 Should it become impossible for a contractually committed individual to complete his duties, for a reason such as termination of employment, any change in the contractors staffing as outlined in the proposal will be subject to the approval of the Town. The Town shall notify the contractor within fifteen (15) business days of the acceptance or rejection of any such staff substitutions. Any substituted person must be of an experience level equal to or greater than the person being replaced. MINIMUM EVALUATION CRITERIA In addition to the conditions established in Section #2, The Scope of Services, Contractors must also meet all provisions of the criteria as set forth below in order to qualify for consideration in the Comparative Evaluation Criteria. Any Contractor who does not satisfy this will be specifically rejected as non-responsive. All Contractors must submit all necessary client lists, resumes and other pertinent information in order to evidence levels of experience and competence, in answering all Minimum and Comparative Evaluation Criterion. (1) The Contractor must have a staff of at least 10 full-time, non -clerical individuals dedicated to providing revaluation services. (2) The Timetable, as proposed, must evidence project completion date on or before July 1, 2013. (3) The proposed Project Director must have at least fifteen (15) years experience in a Project Director capacity relative to personal property valuation. (4) The Contractor must evidence the successful completion of at least twenty (20) personal property projects containing at least 1,000 accounts. COMPARATIVE EVALUATION CRITERIA Contractors who satisfy all provisions of this RFP as set forth herein will be evaluated by the measures as set forth below. All contractors eligible for rating through this section will be rated for each of the categories through the following distinctions: A) Unacceptable B) Non -Advantageous C) Advantageous D) Highly Advantageous (1) Contractors experience with other Personal Property programs in Massachusetts. A) Unacceptable: No experience in Massachusetts. B) Not Advantageous: Less than twenty successful Personal Property revaluations in Massachusetts. C) Advantageous: More than twenty, but less than fifty successful Personal Property revaluations in Massachusetts. D) Highly Advantageous: Fifty or more successful Personal Property revaluations in Massachusetts. (2) Contractors ability to utilize existing database and appraisal system. Personal Property - The Town utilizes the RRC Personal Property Software for Windows of Real Estate Research Consultants, Inc., which resides in-house. A) Unacceptable: No experience utilizing personal property software. B) Not Advantageous: One successful revaluation utilizing personal property software. C) Advantageous Ten or more successful revaluations utilizing the RRC Personal Property Software for Windows. D) Highly Advantageous: At least twenty successful revaluations utilizing the RRC Personal Property Software for Windows. (3) Qualifications and experience of staff to be assigned to this revaluation assignment. A) Unacceptable: No revaluation appraisal experience. B) Not Advantageous: Revaluation experience of some of the staff as a Senior Personal Property Appraiser. C) Advantageous: Revaluation experience of all of the staff as a Senior Personal Property Appraiser. D) Highly Advantageous: Revaluation experience of all of the staff as Senior Personal Property Appraiser and experience utilizing the RRC Personal Property Software for Windows. (4) Qualification and experience of the Project Director. A) Unacceptable: Less than five years experience in a Project Director or Project Supervisor capacity on Personal Property Projects. B) Not Advantageous: More than five years experience in a Project Director or Project Supervisor capacity on Personal Property Projects and no supervisory experience in a community of 1,000 or more accounts. C) Advantageous: More than five years experience in a Project Director or Project Supervisor capacity on Personal Property Projects and supervisory experience in a 2,000 account community. D) Highly Advantageous: More than ten years experience in a Personal Property Project Director capacity, Personal Property supervisory experience in a 2,000 account community and experience on the RRC Personal Property Software for Windows. (5) Experience of the Contractor A) Unacceptable: Less than five years in providing Personal Property services in Massachusetts. B) Not Advantageous: . More than five years but less than ten years experience in providing Personal Property appraisal services in the Commonwealth. C) Advantageous: More than ten years experience in providing Personal Property services within the Commonwealth. D) Highly Advantageous: At least twenty years experience in providing Personal Property services in the Commonwealth. (6) Project Timetable All contractors must demonstrate that they can complete this revaluation assignment by July 1, 2012. Any proposal that reflects anything beyond this date will be unacceptable. PRICE PROPOSAL - PERSONAL PROPERTY This form will be used by the Contractor.as their Price Proposal, for the purposes of compliance with Chapter 30B of the Massachusetts General Laws. Contractors must fill out this form for each year of the contract in its entirety and submit it in a separate envelope as their Price Proposal. Price Per Account - $ Appraisal of all Wireless Telephone Companies $ The undersigned agrees to furnish the Town of North Andover with the entire project as detailed in the Request for Proposals at the price as evidenced above: Company Authorized Signature Name and Title Date nexom AVON H Start Online Today! avonnh@aol.com 1-800-258-1815 "No M, r BUILDING GENERAL / SKILLED TRADES JOBS! No Resume? No Problem! Monster Match assigns a professional to hand -match each job seeker with each employer! This is a FREE service! Simply create your profile by phone or online and, for the next 90 -days, our professionals will match your profile to employers who are hiring right now! CREATE YOUR PROFILE NOW BY PHONE OR WEB FREE! Call Today Sunday, or any day!! Use Job Code 51! 1-866-321-8985 or northofboston.com/monster No Resume Needed! Call the automated phone profiling system or use our convenient Online form today so our professionals can get started matching you with employers that are hiring - NOW! Choose from one of the following positions to enter your information: Painter Floor a Carpet Install Drywall Roofer Fence Builder Cabinet Maker Fire Alarm Technician Fif f AV, ffff CDL Instructors Wanted PT & FT New England Tractor Trailer Training School Presently looking for CDL Instructors in the Andover, MA area. You must have a valid CDL -A license with minimum of 4 years experience 6 health card. You will prepare students for CDL exam. Good starting pay, profit sharing and uniforms offered. For details call 978-397-2806, or email: JRODDY@NETTTS.COM Vintage Clydesdale Budweiser sign enclose in bubble, that lights up 6' long mounts on wall Over 40 years old good condition $1,000 Call (978) 587-2115 (Peabody) TELEVISION Toshiba 52" High Definition DLP N. , Needs bulb otherwise works great. $200.00 or best offer. Call John 978-683-1603 ATTENTION! Beware of anyone replying to'your ad offering to send you a check for shipping and you sending them back the difference. Also be- ware when responding to classified ads that ask you to send shipping cost. Possible scam! High Chair & Playpen Pink 8 Maroon floral a Singer sewing machine in cabinet. All for $100/best . 978-683-4031 The Town of North Andover own') is soliciting proposals from Salified companies to provide ser- ves for the listing, coding, valua- n and final certification of all com- ercial, industrial, apartment (Class 1 and 112), and mixed use -prop - Ay in the Town of North Andover for nplementation in Fiscal Year 2013 evaluation. Qualified vendors are )quested to submit proposals to tie Assistant Town Manager at North kndover Town Hall, 120 Main Street, North Andover, MA, in accordance with the instructions contained with- in the Request for Proposals (RFP). The complete RFP is available on the Town website (www.townof- northandover.com) under "Available Bids, Quotes and Proposals".. The Town will only accept proposals delivered in person or by mail. All proposals must be received by 2:00 p.m. on February 23, 2012 to be considered. 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 rejec- tion serves the best interest of the Town of North Andover. ET 2/7/12 NOTICE OF MORTGAGEE'S SALE OF REAL ESTATE Premises: 9 Hillside Avenue, Lawrence, Massachusetts By virtue and in execution of the Power of Sale contained in a certain mortgage given by Leonc!o Gonzalez and Sixta M. Valentin to CTX Mortgage Company, LLC and now held by NationStar Mortgage LLC, said mortgage dated March 23, 2007, and recorded in the Essex County (Northern District) Registry of Deeds in Book 10682 at Page 79, for breach of the conditions in said Mortgage and for the purpose of foreclosing the same will be sold at: Public Auction on February 14, 2012 at 11:00 AM. Local Time upon the premises, all and singular the prem- ises described in said mortgage, to wit: A certain parcel of land, with the ouildings thereon, situated in Law- ence, said Essex County, being hown as Lot #49 on Plan of Lots elonging to Mrs. Sarah D. Bodwell, sated February 3, 1916, H.H. Smith, C.E., and recorded with the North District of Essex Registry of Deeds, 3ook 5, Plan 272, and bounded and Jescribed as follows: SOUTHERLY Seventy-five (75) feet by Lot No. 51 as shown on said plan, WESTERLY Sixty (60) feet by Hillside Avenue; NORTHERLY Eighty-two and 5/10 (82.5) feet by Lot No. 47 as shown on said plan; and EASTERLY Sixty and 47/100 (60.47) feet by Lot No. 48 and No. 50 as shown on said plan. The description of the property con- tained in the mortgage shall control in the event of a typographical error in this publication. For Mortgagor's Title see deed dated March 23, 2007 and recorded in Book 10682 at Page 78 with the Essex County (Northern District) Registry of Deeds. TERMS OF SALE: Said premises will be sold and conveyed subject to all liens, encumbrances, unpaid taxes, tax titles, municipal liens and assessments, if any which take pre- cedence over the said mortgage above described. FIVE THOUSAND ($5,000.00) Dollars of the purchase price must be paid in cash, certified check, bank treasurer's or cashier's check at the time and place of the sale by the purchaser. The balance of the purchase price shall be paid in cash, certified check, bank treasur- er's or cashier's check within thirty (30) days after the date of sale. Other terms to be announced at the sale. Marinosci Law Group, P.C., 1350 Division Road, Suite 301, West War- wick, RI 02893 Attorney for Nation - Star Mortgage LLC Present Holder of the Mortgage (401) 234-9200 MLG File No. 09-01910, 916154 1/24, 1/31, 02/07/2012 - ET —1 /24, 1/31, 2/7/12 LAPTOP: Acer Aspire One, 2 years old, new condition, with soft ware 6 manual. $175. (978) 373-4224 ADS in this category must show prices by cubic feet. Half a cord is 64 cu. ft. and a cord is 128 cu. ft. FIREWOOD - $250 per cord (I 28 cu. ft.) Cut, split 8 delivered. Premium hardwood. Southern NH areas. 603-475-1211 SALEM TREE SERVICE Hardwood, (cord 128 cu.ft), 80% dry $225. Free local delivery. 603-489-3632 FREE CATS TO LOVING HOME - Moving. Male, 2.5 years, all shots, neutered, black and Fe- male, grey tiger/green eyes, 2.5 yrs old, will be spayed. Very loving indoor cats. Would like to give both to same home. (978) 430-3139 FREE PIANO - Upright, good condition but needs tuning, l or 2 keys stuck. Take it away, North Andover. (978) 989-9823 TV: - FREE, 25" SONYTV, PERFECT CONDITION, CABLE READY. (978) 373-4361. y y y y y y ATTENTION FUEL CONSUMERS: All ads in this classification run in our 10 paper "Classified Connection'that covers the North Shore, Merrimack Valley and Southern New Hampshire. Ads appearing in this section may or may not deliver to this entire market. Prices may reflect a "Local" delivery area only and may be higher for an extended delivery area. T T T T T T CITY OF HAVERHILL LICENSE COMMISSION Notice is hereby given, under Chapter 138 of the General Laws, that: North Shore Golf Club Hold- ings, LLC d/b/a Renaissance Golf Club located at 377 Kenoza Street, Haverhill, MA 01830, Mi- chael F. Robichaud, Manager, has petitioned the Haverhill License Commission for an ALTERATION OF PREMISES. Description of the premises: Club house approx 30,000 sq ft consisting of a total of 20 + Rooms with 6 food and bever- age areas. Golf club halfway house approx. 250 sq ft consisting of one food area, and beverage area on the grounds of the golf course. Public Hearing to be held on Thursday, February 16, 2011 at 7 PM in Room 202, City Council Chambers at Haverhill City Hall, 4 Summer Street. Haverhill License Commission Joseph C. Edwards Thomas J. Sullivan Gerald Sewell ET - 217/12 THE COMMONWEALTH OF MASSACHUSETTS LAND COURT DEPARTMENT OF THE TRIAL COURT (SEAL) 2012 MISC. 457257 ORDER OF NOTICE To: Karl F. Hilse, Jr. and to� all persons entitled to the benefit of the Servicemembers Civil Relief Act, 50 U.S.C. App. § 501 at seq.: GMAC Mortgage, LLC successor by merger to GMAC Mortgage Cor- poration claiming to have an interest in a Mortgage covering real property in 3 Boston Street, Lawrence given by Karl F. Hilse, Jr. to The Family Mutual Savings Bank, dated November 10, 1993, and recorded with the Essex County (Northern District) Registry of Deeds at Book 3891, Page 254 has/have filed with this court a complaint for determination of De- fendant's/Defendants' Servicemem- bers status. If you now are, or recently have been, in the active military service of the UnitedStates of America, then you may be entitled to the benefits of the Servicemembers Civil ReliefAct. If you object to a foreclosure of the above-mentioned property on that basis, then you or your attorney must file a written ap- pearance and answer in this court at Three Pemberton Square, Boston, MA 02108 on or before March -12, 2012 or you will be forever barred from claiming that you are entitled to the benefits of said Act. Witness, KARYN F. SCHEIER Chief Justice of this Court on Janu- ary 27, 2012 Attest: Deborah J. Patterson Recorder 200904 -1938 -ore ET — 2/7/12 CLASSIFIED MARKETPLACE $3.37 Call 24 hrs. yes weekends. PAYLESS OIL - Price subject to change 978-921-0702 781-631-8193 Bedroom Set Full, Captains Table w/4 chairs, Futon, Whirlpool washer 8 dryer hardly used $1500 or best offer (978) 682-1066 BEDS - NEW!! Twins $150, Fulls $175 Queens $199, Kings $325 - 5 -pc Bedroom set - New in Boxes $599, Bunk Beds, $199 603-566-3840 www.nhfumlfuredirect.com ENTERTAINMENT CENTER - Technic stackable stereo with CD player, 2 large speakers. Great condition $100. (603) 434-0922 FOUTON: good condition $35. Metal office desk, very good condition sells for $800 new asking $100. Medical equipment new condition, Port- able toilet, shower chair, tub handle sells $200 new asking $50. (978) 686-0525 RESTORATION HARDWARE - Missions Style Glassfront, double door, solid oak bookcase. Made for R.H. by Michael's furniture in the USA Excellent condition. $850. Matching cof- fee table with cedar lined drawers $500. Call (978) 922-2523 Vintage OAK TABLE : 42x42, extends to 66x42 with pocket leaves -$500. COUCH 90 inches + LOVESEAT 65 inches, plaid, dusty mauve, blue green 6 beige -$350. FUTON: blond oak, beige cover -$250. (603) 489-2930 AFGHAN, QUEEN SIZE - blue, white 6 pink. Asking $100. Call (603) 247-5461 CITY OF HAVERHILL LICENSE COMMISSION Notice is hereby given, under Chapter 138 of the General'Laws, that: Rybo's Bistro, Inc. d/b/a Keon's 105 Bistro located at 105 Washington Street, Haverhill, MA 01832, Alan J. Boisvert, Manager, has petitioned the Haverhill License Commission for an ALTERATION OF PREMISES. Description of the premises: 4 story brick bldg., res- taurant, lounge, kitchen, rest rooms on main level, small storage area on lower level. Main entrance on .105 Washington St. Two rear exits back of bldg. Approx 300 sq ft outside dining, 20 seats, 5-6 tables. Pub- lic Hearing to be held on Thursday, February 16, 2011 at 7 PM in Room 202, City Council Chambers at Haverhill City Hall, 4 Summer Street. Haverhill License Commission Joseph C. Edwards Thomas J. Sullivan Gerald Sewell ET -217/12 COMMONWEALTH OF MASSACHUSETTS THE TRIAL COURT PROBATE AND FAMILY COURT Essex Probate and Family Court 36 Federal Street Salem, MA 01970 (978) 744-1020 Docket No. ES12PO191 EA NOTICE OF PETITION FOR ALLOWANCE OF FOREIGN WILL In the Estate of: Joseph Albert Spitz aka J Albert Spitz Late of: Rye, NH 03870 Having Estate In: Lawrence In the State of: MA Date of Death: 10/26/1992 To all persons interested in the above captioned estate, a petition has been presented with certain papers purporting to be a copy of the last will of said deceased and of the probate thereof in said State of New Hampshire duly authenticated thereby Rockingham County Pro- bate of Exeter, NH requesting that the copy of said will be filed and recorded in the Essex Probate and Family Court, and that Thomas L Osborne of Sandown, NH or some other suitable person be appointed executor thereof, to serve Without Surety IF YOU DESIRE TO OBJECT THERETO, YOU OR YOUR ATTOR- NEY MUST FILE A WRITTEN AP- PEARANCE IN SAID COURT AT: Salem ON OR BEFORE TEN O'CLOCK IN THE MORNING (10:00 AM) ON: 03/12/2012 In addition, you must file a written affidavit of objections to the petition, stating specific facts and grounds upon which the objection is based, within (30) days after the return day (or such other time as the court, on motion with notice to the petitioner, may allow) in accordance with Pro- bate Rule 16. WITNESS, Non. Mary Anne Sa- hagian, First Justice of this Court. Date: January 31, 2012 Pamela Casey O'Brien Register of Probate ET - 217/12 MORTGAGEE'S SALE OF REAL ESTATE By virtue and in execution of the Power of Sale contained in a certain mortgage given by Donald A. Beveridge and Carolann A. Beveridge to "MERS", Mortgage Electronic Registration Systems, Inc., a separate cor- poration that is acting solely as nominee for "Lender", Countrywide Home Loans, Inc. and its successors and assigns dated July 26, 2005 and re- corded with the Essex County (Northern District) Registry of Deeds, in Book 9687, Page 155, of which mortgage the undersigned is the present holder, for breach of the conditions of said mortgage and for the purpose of foreclosing the same will be sold at Public Auction at 1:00 PM, on February 21, 2012, on the premises known as, 123 Genesee Street, Lawrence, Mas- sachusetts, the premises described in said mortgage, together with all the rights, easements, and appurtenances thereto, to wit: All that certain parcel of land situated in the City of Lawrence, County of Essex, State of Massachusetts, being known as Lot Numbered One Hun- dred Nine (109) and the Easterly half of lot Numbered One Hundred Ten (110) on plan of land entitled "Plan of Land Belonging to Dr. J.A. Magee," recorded with Essex North District Registry of Deeds as Plan Number 0125 and bounded and described as follows: Northwesterly: By Lot Numbered One Hundred Fifteen (11 15) and a por- tion of Lot Numbered One Hundred Fourteen (114), seventy-five (75) feet; Northeasterly: By Lot Numbered One Hundred Eight (108), one hundred (11 00) feet; Southeasterly: By Genesee Street, seventy-five (75) feet; and Southwesterly: By the remaining portion of Lot Numbered One Hundred Ten (110), one hundred (11 00) feet. Being the same property as conveyed from Donald A. Beveridge to Don- ald A. Beveridge and Carolann A. Beveridge, as Tenants by the Entirety, and not as Joint Tenants or Tenants in Common, as described in Book 3437, Page 309, Dated 04/02/1992, recorded 04/07/1992 in ESSEX County Records. Terms of Sale: These premises are being sold subject to any and all unpaid real estate taxes, water rates, municipal charges and assessments, condominium charges, expenses, costs, and assessments, if applicable, federal tax liens, partition wall rights, statutes, regulations, zoning, sub- division control, or other municipal ordinances or bylaws respecting land use, configuration, building or approval, or bylaws, statutes or ordinances regarding the presence of lead paint, asbestos or other toxic substances, sanitary codes, housing codes, tenancy, and, to the extent that they are recorded prior to the above mortgage, any easements, rights of way, re- strictions, confirmation or other matters of record. Purchaser shall also bear all state and county deeds excise tax. The deposit of $5,000.00 is to be paid in cash or bank or certified check at the time and place of the sale, with the balance of the purchase price to be paid by bank or certified check within thirty (30) days after the date of the sale, to be deposited in escrow with Guaetta and Benson, LLC, at 229 Billerica Road, Chelmsford, Massachusetts. In the event that the successful bidder at the foreclosure sale shall de- fault in purchasing the within described property according to the terms of this Notice of Sale and/or the terms of the Memorandum of Sale executed at the time of the foreclosure, the Mortgagee reserves the right to sell the property by foreclosure deed to the second highest bidder or, thereafter, to the next highest bidders, providing that said bidder shall deposit with said attorney, the amount of the required deposit asset forth herein within five .(5) business days after written notice of the default of the previous highest bidder. Other terms, if any, are to be announced at the sale. Present holder of said mortgage Bank of New York Mellon as Trustee for the Certificate Holders CWABS Inc., Asset -Backed Certificates, Series 2005-12 by its Attorneys Guaetta and Benson, LLC . Peter V. Guaetta, Esquire P.O. Box 519 . Chelmsford, MA 01824 January 26, 2012 ET -1 /31, 2/7, 2/14/12 * AMAZINGI * NewQueen Mattress Set European Pillowtop. Still in plastic. Cost $1099 Sell $249 Can deliver 603-305-9763 ARMOIRE/TV unit - 2 draws, cherry maple, per- fect condition, purchase for $1000 at Jordans, $350/best offer; Phillips 19" TVw/swivel stand $60/best offer; mirror w/gold in bamboo style frame, $15/best offer. 978- 535-2607 BED orthopedic 10" thick, pillowtop mattress a box. New in plastic Cost $1199; Queen $299; Full $280 King $450 can deliver 603-235-1773 BEDROOM SET 5 piece, dark pine, k ing water- bed bedroom set, in good condition. $300.00. fll also include a brand new, still in the box, firm, king mattress. 603-642-5974 BEDROOM Set, solid cherrywood sleigh, dresser, mirror, chest 6 nightstand. New/in boxes. Cost $2300 sell $895 603-235-1773. BUNK BEDS This End Up Classic style, ladder end, 2 -draw under -bed unit, mattresses a bunkie boards, 8linens. $1270 New MUST SELL $395.00 OR B/0. Call 978-697-2768. COFFEE TABLE, MOB, ashwood beveled glass inset, iron legs, $80. Dining table w ith 4 chairs, 3660. Rattan with glass inset, Pier 1, $150 set. Call Rocco, 1-508-726-7484. Dishwasher $125.00 Microwave (built in) $125.00 Oak kitchen table set with 6 chairs $200.00 Ethan Allen dining set with 2 leaves/4 chairs $250 (978) 725-5290 leave message The North Andover Scho e- partment ('School') is ming bids from qualified co to furnish a Mass Notification System to service approximately 4,700 fami- lies/students in the North Andover School District. Qualified compa- nies are requested to submit bids to the School Business Manager at 1600 Osgood Street, North Andover, MA, in accordance with the instruc- tions contained within this Invitation for Bids. The complete IFB is available on the Town website (www.townof- northandover.com) under "Available Bids, Quotes and Proposals". The School will only accept proposals delivered in person or by mail. All proposals must be received by 2:00 p.m. on February 23, 2012 to be considered. The North Andover School De- partment may cancel this IFB or reject in whole or in part any and all proposals, 'rf they determine that cancellation or rejection serves the best interest of the North Andover School Department. ET 2/7/12 THE EAGLE -TRIBUNE COIN-OPERATED WASHING MACHINE, Kenmore, older model, runs great. $150 (978) 397-2398 DISHWASHER, Amana, black, built-in, 2 years old, excellent condition, $200. MICROWAVE Panasonic, black, $100. WINE FRIDGE stain- less, under mount, $199. (603) 275-5800. FIREPLACE tools $10; pair of Andiron irons $10; fireplace grate $5; brass fireplace fan $15; small hutch $35; small cabinet $15; dropleaf table $25. Call (603) 793-6179 KITCHEN CABINETS - Hardwood, brand new never installed, need to be finished. $4000. Call (978) 682-5269 KITCHEN CABINETS, solid maple, cherrywood, antique white 8 shaker style. Never installed. Cost $6500; sell $1595.603-235-1695. OAK CABINET - Hand made, perfect for TV 30 high, 54" wide, 25" deep. $300 or best offer. Call (603) 898-7651 QUEEN ANNE buffet $125; double bed $45; sin- gle brass bed $75; entertainment center $55; pair of captain's chairs$45; set of 4 chairs $65; dresser with mirror $65. Call (603) 793-6179 REFRIGERATOR 30" tall, black, 1 year old, great for dorm, spotless, $100.1978) 373-4224 FOR: GE white medium size, good top 6 bottom $200. 978-687-1897, We full phone # , speak slowly The Town of North Andover ('Town') is soliciting proposals from qualified companies to pro- vide services for the listing, coding, valuation and final certification of all personal property in the Town of North Andover for implementa- tion in Fiscal Year 2013 Revaluation. Qualified vendors are requested to submit proposals to the Assistant Town Manager at North Andover Town Hall, 120 Main Street, North Andover, MA, in accordance with the instructions contained within the Re- quest for Proposals (RFP). The complete RFP is available on the Town website (www.townof- northandover.com) under Available Bids, Quotes and Proposals". The Town will only accept proposals delivered in person or by mail. All proposals must be received by 2:00 p.m. on February 23, 2012 to be considered. The Town of North Andover may cancel this RFP or reject in whole or in part any and all proposals, 'rf they determine that cancellation or rejec- tion serves the best interest of the Town of North Andover. ET - 217/12 NOTICE OF A PHASE I INITIAL SITE INVESTIGATION and TIER II CLASSIFICATION NJassOOT Intersection of Route 110 and Riverside Drive Methuen, Massachusetts 01844 DEP RTN 3-29790 Pursuant to the Massachusetts Contingency Plan (310 CMR 40.0480), an Initial Site Investigation has been performed at the above referenced lo- cation. A release of oil or hazardous materials has occurred at this location, which is a disposal site (defined by M.G.L. c. 21 E, Section 2). This site has been classified as Tier II, pursuant to 310 CMR 40.0500. Response Actions at this site will be conducted by the Massachusetts Department of Trans- portation, who has employed Mr. Michael Gitten, LSP of ATC Associates Inc., to manage response actions in accordance with the Massachusetts Contingency Plan (310 CMR 40.0000). M.G.L. c. 21 E and the Massachusetts Contingency Plan provide ad- ditional opportunities for public notice of and involvement in decisions re- garding response actions at disposal sites. The Chief Municipal Official and Board of Health of the community in which the site is located will be noti- fied of major milestones and events, pursuant to 310 CMR 40.1403. Upon receipt of petition from ten or more residents of the municipality potentially affected by a disposal site, a plan for involving the public in decisions re- garding response actions at the site will be prepared and implemented, pursuant to 310 CMR 40.1405. To obtain more information on this disposal site and the opportunities for public involvement during its remediation, please contact Mr. Michael Gitten of ATC Associates Inc. at (781) 932-9400. ET 2/7/12 City of Lawrence, Massachusetts 200 Common Street . Lawrence, MA 01840 REQUEST FOR PROPOSALS (RFP) The City of Lawrence invites proposals from qualified vendors interested in providing the following for the City of Lawrence, in accordance with the terms, conditions and specifications outlined in the Request for Proposals (RFP). A one year contract shall be awarded to the most advantageous vendor offering the lowest proposal price. Payroll Check Printing Services Proposals from vendors are due at the office of Ms. Rita V. Brousseau, Acting Purchasing Agent, City Hall, 200 Common Street, Room #301, Law- rence, MA 01840 on or before 11:00 a.m. on Tuesday, February 21, 2012. Requests for specifications may be obtained at the Purchasing Agent's Office, City Hall, 200 Common Street, Room #301, Lawrence, MA 01840 after 9:00 a.m. on Monday, February 6, 2012. Specifications can also be requested through the City's website at www.cityoflawrence.com. All proposals submitted in response to this Request for Proposals will be evaluated and awarded in accordance with the provisions established under Massachusetts General Law Chapter 30B. Vendors will be required to abide by the guidelines established under this statute. The City of Lawrence reserves the right to reject any or all proposals or take whatever action is in the best interest of the City. , Rita V. Brousseau Acting Purchasing Agent 978-620-3242 ET - 217/12 February 7,202 15 RINNAI TANKLESS WATER HEATER Direct vent natural gas water heater Model R9BLSi includ- ing termination kit and inlet/outlet valve sys- tem. $900. Call Mike 617-686-3522. SONY PROJECTION TV, 52" - $150 Matching component stand - $75 (603) 329-7191 WASHER 8 ELECTRIC DRYER, Heavy duty, large capacity $375/set, ELECTRIC STOVE,(coil) 30" W self cleaning $200 Cash only. Plaistow, NH, 603-498-4192 or 603-247-4383. WASHER - Portable, Kenmore, right to sink, have manuals $140. Milwaukee 18 volt Recip- rocating Saw 6 Circular Saw, charger - no bat- tery, $165. Best Offers. (978) 655-1776 r CASH FOR TOOLS - Hand or power! Carpenters, machinists, mechanics, plumbers, rollaways. 1-800-745-8665 HAND TOOLS WANTED Planes -Chisels -Adzes -Calipers Useful tools - AII trades. Estate lots. W88-405-2007 NOTICE 011MORTGAGEE'S SALE OF REAL ESTATE By virtue and in execution of the Power of Sale contained in a certain mortgage given by James Mulligan to Interate Mortgage Corporation, dated June 13, 2003 and recorded with the Essex County (Northern District) Registry of Deeds at Book 7907, Page 325 as affected by a modification agreement recorded with said records at Book 11446, Page 189, of which mortgage Wells Fargo Bank, NA is the present hold- er, for breach of the conditions of said mortgage and for the purpose of foreclosing, the same will be sold at Public Auction at 11:00 a.m. on February 15, 2012, on the mort- gaged premises located at 144-144 1/2 Oakland Avenue, Methuen, Es- sex County, Massachusetts, all and singular the premises described in said mortgage, TO WIT: The land in said methuen, with the buildings thereon, bieng Lot #5 on .fan of C.D. & J.B. Holman,' recorded with the North Essex Dis- trict Registry of Deeds, Plan Book 7, Plan #376, bounded and described as follows: Northerly 50 feet by Oakland Av- enue; Easterly 115.85 feet by Lot #6 on said plan; Southerly 50 feet by land of own- ers unknown; and Westerly 112.60 feet by Lot #4 on said plan. For my right in title see deed of Gary T. Mignault and Arlene R. It gnault dated June 13, 2003 and re- corded immediately prior hereto. For mortgagor's(s') title see deed recorded with Essex County (North- ern District) Registry of Deeds in Book 7907, Page 323. These premises will be sold and conveyed subject to and with the benefit of all rights, rights of way, restrictions, easements, covenants, liens or claims in the nature of liens, improvements, public assessments, any and all unpaid taxes, tax titles, tax liens, water and sewer liens and any other municipal assessments or liens or existing encumbrances of record which are in force and are applicable, having priority over said mortgage, whether or not reference to such restrictions, easements, im- provements, liens or encumbrances is made in the deed. TERMS OF SALE: A deposit of Five Thousand ($5,000.00 ) Dollars by certified or bank check will be required to be paid by the purchaser at the time and place of sale. The balance is to be paid by certified or bank check at Harmon Law Offices, P.C., 150 California Street, Newton, Massa- chusetts 02458, or by mail to P.O. Box 610389, Newton Highlands, Massachusetts 02461-0389, within thirty (30) days from the date of sale. Deed will be provided to purchaser for recording upon receipt in full of the purchase price. The description of the premises contained in said mortgage shall control in the event of an error in this publication. Other terms, if any, to be an- nounced at the sale. WELLS FARGO BANK, NA Present holder of said mortgage By its Attorneys, HARMON LAW OFFICES, P.C. 150 California Street Newton, MA 02458 (617) 558-0500 201101-0604 - YEL ET —1 /24, 1/31, 217/12 MORTGAGEE'S SALE OF REAL ESTATE By virtue and in execution of the POWER OF SALE contained in a certain Mortgage given by Kishore Real Estate Nbrth Andover, LLC to. TD Bank, N.A. dated January 26, 2010 and recorded with the Essex County Northern District Registry of Deeds at Book 11922, Page 237 of which Mortgage the undersigned is the present holder, for breach of the conditions of said Mortgage and for the purpose of foreclosing the same, all and singular the premises described in said Mortgage will be sold at Public Auction at 10:00 A.M. on Friday, February 17, 2012, on the Premises, located at North Andover Office Park Condominium, 451 Andover Street, Units 190 and 195, North Andover, Essex County, Massachusetts. To wit: Units 190 and 195 ("Units") of the North Andover Office Park Condominium (the "Condominium"), a condo- minium established pursuant to Master Deed dated August 12, 2008 and recorded with the Essex County North District Registry of Deeds in Book 11282, Page 224, as amended of record, which Unit is shown on the plans recorded with the Master Deed, to which is affixed the verified statement of a registered architect in the form required by Section 8 and 9 of said Chapter 183A. The Units are conveyed together with their undivided percentage interest In the General Common Elements, and together with all other rights, easements, and interests appurtenant to the Units, all as set forth in the Master Deed, as amended and as may be further amended from time to time. The post office address of the Units is: 451 Andover Street, Suite 190 and 195, North Andover, Massachusetts 01845 Being the same premises conveyed by Deed of Datta Nominee Realty Trust recorded with the Essex North District Registry of Deeds prior hereto. The Mortgagee will first offer the premises for sale as two separate condominium units starting with Unit 190 and then offering Unit 195. The sale of the premises as two separate condominium units will begin at 10:00 A.M. on February 17, 2012. Immediately after each of the condominium units have been offered for sale separately, the Mortgagee will offer the premises for sale in the entirety for one combined price although the units shall maintain their status as individual units. The sale of the premises both as separate condominium units and in the entirety as set forth herein will take place on the premises. If the highest bid for the premises in the entirety shall equal or exceed the cumulative total of the highest bids from the earlier auctions of the individual condominium units, then the individual condominium unit sales shall be voided, any and all deposits paid by such highest bidders shall be returned, and the premises shall be sold to the highest bidder for the premises in the entirety as set forth herein. If the highest bid for the premises in the entirety shall not equal or exceed the cumulative total of the highest bids from the earlier auctions of the individual condominium units, then the highest bid for the premises in the entirety shall not be accepted, and the premises shall be sold to the highest bidders for the individual condominium units. The premises, whether sold as individual condominium units or in the entirety, will be sold subject to any and all valid superior or prior liens on the said premises, including liens, encumbrances, attachments, levies, unpaid taxes, mortgages, easements, rights-of-way, occupancies, leases, municipal charges or other defects of title, federal, state,.district and.municipal taxes,. liens and assessments and rights of redemption under applicable law, and will be conveyed subject to any of the above and shall, notwithstanding this sale, constitute valid superior prior liens or encumbrances thereon after said sale. Further, in the event that the proceeds of this sale are not sufficient to pay all sums due to the Mortgagee, the Mortgagee reserves the right and power under said Mortgage to foreclose any and all other property mortgaged thereunder or under any other Mortgage or Security Agreement. Mortgagee reserves the right to bid at the auction. Mortgagee reserves the right to adjourn the sale from time to time. In the event that the successful bidder at the foreclosure sale shall default in purchasing the premises according to the terms of this Notice of Sale and/or the terms of the Memorandum of Sale executed at the time of the foreclosure, the Mortgagee reserves the right, exercisable at its sole option, to sell the premises by foreclosure deed to the second highest bidder for an amount equal to such second highest bidder's highest bid, provided that such second highest bidder shall deposit with Mortgagee's attorney the amount of the required deposit as set forth herein and shall execute and deliver the Memorandum of Sale within five (5) business days after written notice of the default of the previous highest bid- der, and title shall be conveyed to such second highest bidder within thirty (30) days of such written notice. In the event that such second highest bidder does not execute and deliver the Memorandum of Sale within such period of five (5) business days, or defaults in purchasing the premises according to the terms of a Memorandum of Sale, the Mortgagee reserves the right, exercisable at its sole option, to sell the premises by foreclosure deed to itself for the amount of such second highest bid. TERMS OF SALE: The successful bidder in each separate condominium unit sale shall be required to deposit Ten Thousand and 00/100 ($10,000.00) Dollars in cash, certified or bank check with no intervening endorsements at the time and place of each sale of each condominium unit. If the premises shall be sold in the entirety as set forth above, the successful bidder will be required to deposit Twenty Thousand and 00/100 ($20,000.00) Dollars in cash, certified or bank check with no intervening endorsements at the time and place of said sale of the premises in the entirety. Each successful bidder will be required to sign a Memorandum of Sale at the conclusion of the auction in the form provided by the Mortgagee. The Memorandum of Sale requires that the deposit be increased to ten (10%) percent of the purchase price within five (5) business days after the auction. The balance of the pur- chase price shall be due and payable within thirty (30) days of said sale; successful bidder to pay costs of transfer, including recording fees and documentary stamps. . This sale may be postponed or adjourned from time to time, if necessary, by the attorney for the Mortgagee at the scheduled time and place of sale. The description of the premises contained in said Mortgage shall control in the event of a typographical error in this publication. Other terms to be announced at the sale. . Signed: TD BANK, N.A., present holder of said Mortgage, By Its Attorneys, . Thomas E. Pontes, Esquire WYNN & WYNN, P.C. 90 New State Highway Raynham, MA 02767 Tel. No. (508) 823-4567 ET —1 /24, 1/31, 2/7/12 . , r ,