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Contract #: 013897 - From: 12-31-2012 To: - Real Estate Research Consultants, Inc - Town of North Andover
t C n ill -M 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 9, 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 provide services for the listing, coding, valuation and final certification of all commercial, industrial, apartment (Class 111 and 112), and mixed use property for implementation in FY 13 revaluation per the Request for Proposals issued on February 2, 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 3, 2012 it was VOTED, THAT Brian J. Pelletier Real Estate Research Consultants, Inc. President (Name) (Officer) Real Estate Research of Consultants, Inc. be and hereby is authorized to execute contracts and bonds in the name and on behalf of said Corporation , and affix its corporate seal hereto; Real Estate Research and such execution of any contract or 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 that Brian J. Pelletier Corporation and is the duly elected officer as above of said Corporation , and that the above vote has not been amended or rescinded and remains in full force and effect as the date of this contract. February 3, 2012 (Date) e Gerard J. a ale Town of North Andover RFP Page 28 of 29 Commercial, Industrial and Mixed Use Property Revaluation cz 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 — L_ Brian J. Pelletier, President Print Name & Title Date February 3, 2012 Real Estate Research Consultants, Inc. Company Name CERTIFICATE OF TAX COMPLIANCE Pursuant to Chapter 62C of the Massachusetts General Laws, Section 49A (b), I Brian J. Pelletier , authorized signatory for Real Estate Research Consultants, Name of individual Name of contractor Inc. do hereby certify under the pains and penalties of perjury that said contractor has complied with all laws of the Commonwealth of Massachusetts, and the Town of North Andover; relating to taxes, permit or other fees, reporting of employees and contractors, and withholding and remitting child support. )L Signature Town of North Andover RFP Commercial, Industrial and Mixed Use Property Revaluation February 3, 2012 Date Page 27 of 29 UP IU: KA(: 'ac-ov CERTIFICATE OF LIABILITY INSURANCEDATE(MM/DD/YYYY) `...� 03/07/12 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, Inc 27 Garden Street Unit 1B 978-774-1318(,VC,No Danvers, MA 01923 Philip W. Richard NAME, PHONE FAX Ext: (AIC,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 INSURER A: Arbella Protection INSURER B: Travelers A/R INSURERC: INSURER D: INSURER E: INSURER F: COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR LTR TYPE OF INSURANCE ADD UB POLICY NUMBER MMI DY EFF IPS ICY EXP LIMITS GENERAL LIABILITY EACH OCCURRENCE $ 1,000,00 A X COMMERCIAL GENERAL LIABILITY X 750014253 07/03/11 07/03112 DAMAGE TO RENTED PREMISES Ea occurrence $ 50,00 CLAIMS -MADE Fx_1 OCCUR MED EXP (Any one person) $ 5,00 PERSONAL & ADV INJURY $ 1,000,00 GENERAL AGGREGATE $ 2,000,00 GENT 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 04106/11 04/06/12 BODILY INJURY (Per accident) $ PROPERTY DAMAGE $ (Per accident) $ X NON -OWNED AUTOS UMBRELLA LIAB X OCCUR EACH OCCURRENCE $ 1,000,00 AGGREGATE $ 1,000,00 A X EXCESS LIAB CLAIMS -MADE X 4600030978 05102/11 05102/12 DEDUCTIBLE $ $ X RETENTION $ 10,000 B WORKERS COMPENSATION AND EMPLOYERS' LIABILITY ANY PROPRIETORIPARTNER/EXECUTIVE YIN 7PJUB0678N75110 06125/11 06/25/12 X I WC STATU- I JOTH- TORY LIMITS I ER E.L. EACH ACCIDENT $ 500,00 OFFICERWEMBER EXCLUDED? ❑ (Mandatory in NH) N / A E.L. DISEASE - EA EMPLOYEE $ 500,00 If yes, describe under DESCRIPTION OF OPERATIONS below E.L. DISEASE - POLICY LIMIT 1 $ 500,00 DESCRIPTION OF OPERATIONS/ LOCATIONS /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 HOLDER CANCELLATION ©1988-2009 ACORD CORPORATION. All rights reserved. ACORD 25 (2009/09) The ACORD name and logo are registered marks of ACORD PDF created with pdfFactory Pro trial version www.pdffactory.com SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. Town of North Andover 120 Main St. AUTHORIZED REPRESENTATIVE North Andover, MA 01845 ©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 Real Estate Research Consultants, Inc. 1538 Turnpike Street • North Andover, MA 01845 978-681-1991 March 8, 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 commercial and industrial real property services in the Town of North Andover. As we discussed, the price for vacant lots on page #1 needs to be changed from $50 to $24. 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. r Brian J. Pe etier President TOWN OF NORTH ANDOVER 120 MAIN STREET NORTH ANDOVER, MASSACHUSETTS 01845 Raymond T SantilhTEL (978) 688-9516 (-0,.,( Assistant Town Manager ,� � FAX (978) 688-9556 March 5, 2012 Mr. Brian Pelletier, President Real Estate Research Consultants, Inc 1538 Turnpike Street North Andover, MA 01845 Dear Mr. Pelletier: 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 commercial, industrial, apartment (Class 111 and 112), and mixed use 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 I Y 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 0 This is a Contract for the procurement of the following: Provide services for the listing, coding, valuation and final certification of all commercial, industrial, apartment (Class 111 and 112), and mixed use property in the Town of North Andover for implementation in FY13 revaluation in accordance with the Request for Proposals dated February 2, 2012 and written proposal dated February 15, 2012 The Contract price to be paid to the Contractor by the Town of North Andover is: Vacant Lots $ 24.00 per account Condominiums $ 47.00 per account Parcels w/major improvements $ 142.00 per account 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 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 Task Price per account with data entry of corrections, sketches, and digital photographs (where absent) on the Town's existing CAMA system Vacant Lots $ 24 per account Condominiums Parcels with major improvements Other charges/expenses: $ 4 7 per account $ 14 2 per account Business Name Real Estate Research Consultants, Inc. Business Address 1 538 Turnpike St., North Andover, MA 01 845 Business Phone 978-681-1991 Fax 978-681-199 5 Brian J. Pelletier Name of Person Authorized to sign Price Proposal Title Signature of Above to si�r/Price Proposal Town of North Andover RFP Page 29 of 29 Commercial, Industrial and Mixed Use Property Revaluation I COMPANY:ell--_uop! P""'tw 6,gSalT��f Evaluation of `Commercial, Industrial, and Mixed Use Property Revaluation' Submissions 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 fifteen (15) data recollection, measure and listing and revaluations at least ten (10) of which were in Massachusetts communities, with a combination of several hundred taxable commercial, industrial and mixed use real estate parcels, similar to that listed above for North Andover, performed on micro computer based Computer Assisted Mass Appraisal system, and satisfaction of all Massachusetts Department of Revenue requirements relating to such data collection, revaluation and certification. D. A list of municipalities for which the vendor is currently committed to commercial, industrial, and mixed use property projects, the services to be provided and client contacts both for FY 12 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 Start -Up o Data Collection (where needed) o Data Sheet Correction o Timely Delivery of Data Collection Sheets to Assessor's Office o Review of data changes by Assessor's Staff o Data Entry changes to Inventory records o Review existing documentation on C & I condos for accuracy o Review existing inventory of vacant C & I parcels for accuracy o Analyze and Spreadsheet existing I & E data o Collect and analyze additional I & E data o Create I & E models o Review Cost and Depreciation Schedules o Develop Land Schedules Evaluation of `Commercial, Industrial, and Mixed Use Property Revaluation' Submissions Page 1 of 6 N o Apply cost and Income Approaches and produce preliminary values o Perform Field Review of Values and Improved Properties o Meetings with DOR staff ongoing throughout the project o Deliver all required materials to DOR Certification Reviewer o Achieve DOR preliminary certification o Conduct impact hearings if required by DOR staff o Make any necessary changes and finalize values o Achieve Final DOR certification. o Project Completion The work plan must evidence a project completion date and DOR Final Certification no later than October 26, 2012 F. The vendor must have a staff of at least five (5) full-time, non -clerical individuals, dedicated to providing real property data collection and valuation services and who are sufficiently familiar with the data entry format of the Town's current CAMA system so that they can accurately collect the descriptive property data, in a timely fashion. G. If the vendor's employees do the data entry on the Town's CAMA they must have a minimum of two years full time experience doing Commercial, Industrial, Mixed Use, Apartment, data entry experience on a commercial/ industrial CAMA system which uses the Marshall and Swift, Section/Group method to list and cost building and be thoroughly familiar with such methodology and have significant experience on the same Commercial/ Industrial CAMA system, currently used by the Town. H. The vendor must set forth the project staffing to be utilized on this project including, but not limited to, Project Director, data entry personnel, and commercial/industrial collectors. 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 I. The proposed Project Director must have at least ten (10) years experience as a Project Director supervising Commercial/Industrial, Mixed Use and Commercial Apartment data collection and complete revaluations of such properties in Massachusetts communities similar in size to North Andover, with a Commercial/Industrial property mix similar to North Andover in number and distribution parcels and which involved supervising the recollection, verification, data entry and valuation of data used on a Intel based PC Commercial and Industrial Computer Assisted Mass Appraisal System. Evaluation of `Commercial, Industrial, and Mixed Use Property Revaluation' Submissions Page 2 of 6 J. 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. K. 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.) L. Submission of separate and sealed proposal. M. Submission of required statements and forms. ALL MINIMUM CRITERIA/QUALITIFCATIONS MET: YES X NO Evaluation of `Commercial, Industrial, and Mixed Use Property Revaluation' Submissions Page 3 of 6 Comparative Evaluation Criteria All proposals meeting the minimum criteria/qualifications will then be evaluated based upon the specific comparative evaluation criteria. The following point schedule will be utilized: Highly advantageous 5 points 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 Commercial and Industrial complete revaluation and listing programs in Massachusetts for use on micro computer based CAMA systems (preferably the DOR/ SIGMA CAMA System) and compliance with all Mass. DOR. Guidelines for such data collection and Commercial, Industrial, Mixed Use and Apartment Valuation ♦ Vendor having ten or more successful commercial, industrial, mixed use, apartment, relisting & revaluations in a Massachusetts community performed on a micro- computer based CAMA system with at least five (5) or more of which were performed on the CSC/Sigma CAMA system, Version 3, Tiers 1 and 2, currently used by the Town of North Andover will be considered Highly Advantageous (5 points) ♦ Vendor having more than five (5) but less than ten (10) successful commercial, industrial, mixed use, apartment, relisting & revaluations in a Massachusetts community performed on a micro -computer based CAMA system with at least three (3) of which were performed on the CSC/Sigma CAMA system, Version 3, Tiers 1 and 2, currently used by the Town of North Andover will be considered Advantageous (3 points) ♦ Vendor having less than five (5) successful commercial, industrial, mixed use, apartment, relisting & revaluations in a Massachusetts community performed on a micro -computer based CAMA system will be considered Least Advantageous (1 point) ♦ Vendor having no experience in commercial, industrial, mixed use, apartment, relisting & revaluations in a Massachusetts community performed on a micro- computer based CAMA system will be considered as Does Not Meet minimum requirements (0 points and elimination from further consideration) SCORE FOR COMPARATIVE EVALUATION CRITERIA A:_ Evaluation of `Commercial, Industrial, and Mixed Use Property Revaluation' Submissions Page 4 of 6 B. Qualifications and experience of the data collection and appraisal staff ♦ BA/BS degree, possession of a CAE or equivalent appraisal designation, completion of more than three IAAO or equivalent appraisal examination courses at least two or more involved commercial and industrial property valuation, five or more years full time experience collecting commercial and industrial data for input into a micro computer based CAMA system in Massachusetts of which two or more involved collecting residential data for CSC/Sigma(DOR) CAMA System Version 3, Tiers 1 and 2, of involving several hundred parcels, three or more years experience working with the Marshal and Swift Commercial/Industrial Valuation System. Five or more years experience working as a staff commercial/industrial appraiser on a Massachusetts Mass Appraisal Projects will be considered Highly Advantageous (5 points) ♦ BA/BS degree, completion of three or more LAAO or equivalent appraisal examination courses including two commercial industrial courses, at least three years full time experience collecting residential data for input into a micro computer based CAMA system in Massachusetts including at least one project collecting Commercial/industrial data for CSC/SIGMA(DOR) CAMA Version 3 system of involving several hundred parcels, three or more years experience working with the Marshall and Swift Commercial/Industrial Valuation System, three or more years experience working as a staff commercial/industrial appraiser on a Massachusetts Mass Appraisal Projects will be considered Advantageous (3 points) ♦ Completion of fewer than three IAAO or equivalent appraisal examination courses including commercial and industrial courses and two or fewer years full time experience collecting commercial and data for input into a microcomputer based CAMA system in Massachusetts, two or fewer years experience working with the Marshall and Swift Commercial Industrial Valuation System, two or fewer years experience working as a staff Commercial/ Industrial appraiser on a Massachusetts Mass Appraisal projects 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 No formal commercial appraisal training (IAAO Course 2 or equivalent) and one year or less full time employment collecting commercial/industrial data for input into a micro computer based CAMA systems in Massachusetts and one or fewer years experience with the Marshall and Swift Commercial Industrial Valuation System, one or fewer years experience working as a staff commercial and industrial appraiser on Massachusetts Mass Appraisal projects 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 `Commercial, Industrial, and Mixed Use Property Revaluation' Submissions Page 5 of 6 COMPANY: SUMMARY ALL MINIMUM CRITERIA/QUALIFICATIONS MET: YES NO SCORE FOR COMPARATIVE EVALUATION CRITERIA A: SCORE FOR COMPARATIVE EVALUATION CRITERIA B: -�- TOTAL SCORE: /D NAME OF EVALUATOR: 6,14A�O-� ; 0,q h, DATE: 3- (- .2ai2 Evaluation of `Commercial, Industrial, and Mixed Use Property Revaluation' Submissions Page 6 of 6 COMPANY: 6?,J,,L4 Evaluation of `Commercial, Industrial, and Mixed Use Property Revaluation' Submissions Minimum Criteria/Oualifications Each applicant must demonstrate that it meets the following minimum qualifications: /. 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. t, -C. The Contractor must evidence the successful completion of at least fifteen (15) data recollection, measure and listing and revaluations at least ten (10) of which were in Massachusetts communities, with a combination of several hundred taxable commercial, industrial and mixed use real estate parcels, similar to that listed above for North Andover, performed on micro computer based Computer Assisted Mass Appraisal system, and satisfaction of all Massachusetts Department of Revenue requirements relating to such data collection, revaluation and certification. ,`/D. A list of municipalities for which the vendor is currently committed to commercial, industrial, and mixed use 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 Start -Up o Data Collection (where needed) o Data Sheet Correction o Timely Delivery of Data Collection Sheets to Assessor's Office o Review of data changes by Assessor's Staff o Data Entry changes to Inventory records o Review existing documentation on C & I condos for accuracy o Review existing inventory of vacant C & I parcels for accuracy o Analyze and Spreadsheet existing I & E data o Collect and analyze additional I & E data o Create I & E models o Review Cost and Depreciation Schedules o Develop Land Schedules Evaluation of `Commercial, Industrial, and Mixed Use Property Revaluation' Submissions Page 1 of 6 o Apply cost and Income Approaches and produce preliminary values o Perform Field Review of Values and Improved Properties o Meetings with DOR staff ongoing throughout the project o Deliver all required materials to DOR Certification Reviewer o Achieve DOR preliminary certification o Conduct impact hearings if required by DOR staff o Make any necessary changes and finalize values o Achieve Final DOR certification. o Project Completion The work plan must evidence a project completion date and DOR Final Certification no later than October 26, 2012 ,,/F. The vendor must have a staff of at least five (5) full-time, non -clerical individuals, dedicated to providing real property data collection and valuation services and who are sufficiently familiar with the data entry format of the Town's current CAMA system so that they can accurately collect the descriptive property data, in a timely fashion. /G. If the vendor's employees do the data entry on the Town's CAMA they must have a minimum of two years full time experience doing Commercial, Industrial, Mixed Use, Apartment, data entry experience on a commercial/ industrial CAMA system which uses the Marshall and Swift, Section/Group method to list and cost building and be thoroughly familiar with such methodology and have significant experience on the same Commercial/ Industrial CAMA system, currently used by the Town. ,/H. The vendor must set forth the project staffing to be utilized on this project including, but not limited to, Project Director, data entry personnel, and commercial/industrial collectors. 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 -If The proposed Project Director must have at least ten (10) years experience as a Project Director supervising Commercial/Industrial, Mixed Use and Commercial Apartment data collection and complete revaluations of such properties in Massachusetts communities similar in size to North Andover, with a Commercial/Industrial property mix similar to North Andover in number and distribution parcels and which involved supervising the recollection, verification, data entry and valuation of data used on a Intel based PC Commercial and Industrial Computer Assisted Mass Appraisal System. Evaluation of `Commercial, Industrial, and Mixed Use Property Revaluation' Submissions Page 2 of 6 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. K. 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.) ✓ L. Submission of separate and sealed proposal/ M. Submission of required statements and forms. V/ ALL MINIMUM CRITERIA/QUALITIFCATIONS MET: YES NO Evaluation of `Commercial, Industrial, and Mixed Use Property Revaluation' Submissions Page 3 of 6 Comparative Evaluation Criteria All proposals meeting the minimum criteria/qualifications will then be evaluated based upon the specific comparative evaluation criteria. The following point schedule will be utilized: Highly advantageous 5 points 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 Commercial and Industrial complete revaluation and listing programs in Massachusetts for use on micro computer based CAMA systems (preferably the DOR/ SIGMA CAMA System) and compliance with all Mass. DOR. Guidelines for such data collection and Commercial, Industrial, Mixed Use and Apartment Valuation ♦ Vendor having ten or more successful commercial, industrial, mixed use, apartment, relisting & revaluations in a Massachusetts community performed on a micro- computer based CAMA system with at least five (5) or more of which were performed on the CSC/Sigma CAMA system, Version 3, Tiers 1 and 2, currently used by the Town of North Andover will be considered Highly Advantageous (5 points) ♦ Vendor having more than five (5) but less than ten (10) successful commercial, industrial, mixed use, apartment, relisting & revaluations in a Massachusetts community performed on a micro -computer based CAMA system with at least three (3) of which were performed on the CSC/Sigma CAMA system, Version 3, Tiers 1 and 2, currently used by the Town of North Andover will be considered Advantageous (3 points) ♦ Vendor having less than five (5) successful commercial, industrial, mixed use, apartment, relisting & revaluations in a Massachusetts community performed on a micro -computer based CAMA system will be considered Least Advantageous (1 point) ♦ Vendor having no experience in commercial, industrial, mixed use, apartment, relisting & revaluations in a Massachusetts community performed on a micro- computer based CAMA system will be considered as Does Not Meet minimum requirements (0 points and elimination from further consideration) SCORE FOR COMPARATIVE EVALUATION CRITERIA A: Evaluation of `Commercial, Industrial, and Mixed Use Property Revaluation' Submissions Page 4 of 6 B. Qualifications and experience of the data collection and appraisal staff ♦ BA/BS degree, possession of a CAE or equivalent appraisal designation, completion of more than three IAAO or equivalent appraisal examination courses at least two or more involved commercial and industrial property valuation, five or more years full time experience collecting commercial and industrial data for input into a micro computer based CAMA system in Massachusetts of which two or more involved collecting residential data for CSC/Sigma(DOR) CAMA System Version 3, Tiers 1 and 2, of involving several hundred parcels, three or more years experience working with the Marshal and Swift Commercial/Industrial Valuation System. Five or more years experience working as a staff commercial/industrial appraiser on a Massachusetts Mass Appraisal Projects will be considered Highly Advantageous (5 points) ♦ BA/BS degree, completion of three or more IAAO or equivalent appraisal examination courses including two commercial industrial courses, at least three years full time experience collecting residential data for input into a micro computer based CAMA system in Massachusetts including at least one project collecting Commercial/industrial data for CSC/SIGMA(DOR) CAMA Version 3 system of involving several hundred parcels, three or more years experience working with the Marshall and Swift Commercial/Industrial Valuation System, three or more years experience working as a staff commercial/industrial appraiser on a Massachusetts Mass Appraisal Projects will be considered Advantageous (3 points) ♦ Completion of fewer than three IAAO or equivalent appraisal examination courses including commercial and industrial courses and two or fewer years full time experience collecting commercial and data for input into a microcomputer based CAMA system in Massachusetts, two or fewer years experience working with the Marshall and Swift Commercial Industrial Valuation System, two or fewer years experience working as a staff Commercial/ Industrial appraiser on a Massachusetts Mass Appraisal projects 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 No formal commercial appraisal training (IAAO Course 2 or equivalent) and one year or less full time employment collecting commercial/industrial data for input into a micro computer based CAMA systems in Massachusetts and one or fewer years experience with the Marshall and Swift Commercial Industrial Valuation System, one or fewer years experience working as a staff commercial and industrial appraiser on Massachusetts Mass Appraisal projects will be considered as Does Not Meet minimum requirements (0 points and elimination from further consideration) SCORE FOR COMPARATIVE EVALUATION CRITERIA B: Evaluation of `Commercial, Industrial, and Mixed Use Property Revaluation' Submissions Page 5 of 6 r IL COMPANY: r2eal e5Sd ✓2-� ,cA SUMMARY ALL MINIMUM CRITERIA/QUALIFICATIONS MET: YES ✓ NO SCORE FOR COMPARATIVE EVALUATION CRITERIA A: SCORE FOR COMPARATIVE EVALUATION CRITERIA B: NAME OF EVALUATOR DATE: a- • a7. / -*,I, TOTAL SCORE: 10 -�J .cam f7l(zce✓04-- Evaluation of `Commercial, Industrial, and Mixed Use Property Revaluation' Submissions Page 6 of 6 IM I a ILIQ� �� Real Estate Research Consu tants, Inc. February 15, 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. (RRC) is Commercial, Industrial and Mixed Use Property Andover, Massachusetts as of January 1, 2012. 1538 Turnpike Street • North Andover, MA 01845 978-681-1991 pleased to submit this Proposal for a Revaluation in the Town of North At RRC our corporate attitude is a dedication to excellence and personalized service. This dedication is inherent in our staffing at all levels, and has resulted in the development of a strong professional relationship with each client. More than just providing appraisal services, we provide our clients the professional advice, counsel and support to assist them in addressing all their assessing needs. As you know, RRC successfully completed the same commercial and industrial effort in the Town of North Andover for fiscal years 2010, 2007. 2004 and 2001. These assignments were virtually identical in scope to the project at issue in your current request for proposals. In the undertaking of that assignment, as well as in the personal property and residential data collection projects that we have performed for the Town, RRC has attained an intimate familiarity with the community, which has proven to be of immeasureable benefit to the Town of North Andover. Our knowledge of the Town and the software systems in place allows us to provide the Town with a superior project in a cost effective manner. RRC will utilize the DOR CAMA System in the undertaking of this assignment. All valuation work will be performed on the CAMA System, and an up-to-date commercial and industrial CAMA database will reside in your office in a functional state. Further, we will continue to provide training as to the methods and procedures utilized relative to the CAMA System as a part of our revaluation effort. M The communities within which RRC has performed commercial and industrial revaluations upon the DOR CAMA System include, but are not limited to, the Towns of Town of North Andover, Lee, Uxbridge, Grafton, North Reading, Saugus and Northborough. Our price for the undertaking of these services is included as a part of our Price Proposal, which is in the attached proposal. This Proposal is in effect for a period of sixty (60) days from the date of opening. RRC accepts all of the terms and conditions in the Request for Proposals. We would welcome the opportunity to meet with you in order to discuss our Proposal, address any questions which you may have, detail the services to be provided and the costs involved. If 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 revaluation assignment is greatly appreciated. We look forward to the continuation of our professional relationship with the Town of North Andover in the performance of this project. Very truly yours, Brian J. Pe a ier President J RR K 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 Brian J. Pelletier, President Print Name & Title Date February 3, 2012 Real Estate Research Consultants, Inc. Company Name CERTIFICATE OF TAX COMPLIANCE Pursuant to Chapter 62C of the Massachusetts General Laws, Section 49A (b), I Brian J. Pelletier , authorized signatory for Real Estate Research Consultants, Name of individual Name of contractor Inc. do hereby certify under the pains and penalties of perjury that said contractor has complied with all laws of the Commonwealth of Massachusetts, and the Town of North Andover, relating to taxes, permit or other fees, reporting of employees and contractors, and withholding and O remitting child support. February 3, 2012 Signature Date Town of North Andover RFP Commercial, Industrial and Mixed Use Property Revaluation W Page 27 of 29 u U CERTIFICATE OF VOTE At a duly authorized meeting the Board of Directors of the Real Estate Research held on February 3, 2012 it was Consultants, Inc. VOTED, THAT Brian J. Pelletier President (Name) (Officer) Real Estate Research of Consultants, Inc . be and hereby is authorized to execute contracts and bonds in the name and on behalf of said Corporation , and affix its corporate seal hereto; Real Estate Research and such execution of any contract or 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 3, 2012 (Date) tRk e Gerard J.a ale Town of North Andover RFP Commercial, Industrial and Mixed Use Property Revaluation Page 28 of 29 m m M Lel PROPOSAL FOR A COMMERCIAL, INDUSTRIAL AND MIXED USE PROPERTY REVALUATION IN THE TOWN OF NORTH ANDOVER, MASSACHUSETTS FOR FISCAL YEAR 2013 RR w Al Eo Al TABLE OF CONTENTS D U TABLE OF CONTENTS PAGE Company Information Introduction.........................................................................1 Overview of Project............................................................1 Statement of Qualifications................................................1 Assessment Date...............................................................1 Certification Assurances..................................................... 2 O Key Personnel Profiles...................................................... 2 Scope of Services Insurance............................................................................ 3 Project Staffing................................................................... 4 Project Timetable............................................................. 5-6 Tax Map/Legal File Interface .............................................. 7 Collection of Sales Data ..................................................... 8 Neighborhood Delineation .................................................. 9 Valuation of Land.............................................................10 Commercial and Industrial Data Collection .......................11 Appraisal of Commercial and Industrial Properties ........... 12 FieldReview.....................................................................13 Deliverable Products........................................................14 Minimum Criteria / Qualifications.................................15-16 Comparative Evaluation Criteria..................................17-18 p Client Lists Real Property Client List...................................................19 Qualifications of Staff Employee Qualifications: GerardJ. Natale............................................................ 20 Brian J. Pelletier............................................................ 21 RobertBrindle................................................................22 0 R 1-1 Is 9 Al X COMPANY INFORMATION IN U J 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 reassessment of all commercial and industrial properties located 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 utilize the DOR CAMA Software in the undertaking of this project. All values will be generated from this software. STATEMENT OF QUALIFICATIONS Real Estate Research Consultants, Inc. (RRC) has been actively engaged in the mass appraisal field for the past twenty-nine (29) years. RRC was founded and incorporated in 1982, and is a privately held company. Since its' founding RRC has been providing revaluation, updating and maintenance services to numerous municipalities for property tax purposes. The enclosed list of Completed Municipal Revaluations provides the names of all communities which RRC has been, and is currently, involved in, together with the Assessor, telephone numbers, breakdown of all parcels as revalued, services rendered and the fiscal year of completion. RRC has neither failed to complete any work awarded to them, nor have they ever defaulted on a contract. Upon the request of the Board of Assessors, RRC will provide any and all financial information as required. ASSESSMENT DATE The assessment date for the purpose of this project is January 1, 2012 for the Town of North Andover in accordance with the timetable as included herein. Accordingly, the pricing and valuation of all land and buildings will reflect their fair market value as of this assessment date, and will be done in accordance with manuals and schedules as approved by the Town. RR U U U 0 CERTIFICATION ASSURANCES RRC has complete knowledge and understanding of all Massachusetts Department of Revenue (DOR) certification requirements. This is evidenced in the fact that all municipalities as listed on the enclosed client list have been certified by the DOR. All work performed within the Town of North Andover will reflect the requirements of the DOR. Furthermore, RRC agrees to comply with all regulations and directives of the Department of Revenue. RRC guarantees that certification will be attained on the North Andover revaluation effort. KEY PERSONNEL PROFILES Gerard J. Natale — Senior Vice President, RRC - Serving as Project Supervisor on the North Andover revaluation, Mr. Natale brings a wealth of experience to this assignment. In over twenty-seven (27) years with RRC, he has been either the Project Supervisor or Project Director on most large projects conducted by RRC (10,000 or greater parcel count). His experience includes considerable emphasis on commercial and industrial properties, most significantly the fiscal 2010, 2007, 2003 and 2001 commercial and industrial revaluations in the Town of North Andover. Prior to his employment with RRC, Mr. Natale worked for the Massachusetts Department of Revenue in certifying real property assessments in various cities and towns. Brian J. Pelletier - President, RRC - Mr. Pelletier is an expert in the appraisal of commercial, industrial and personal property. He previously served as an Assistant Chief in Massachusetts Department of Revenue, with certification authority over revaluation assignments throughout the State. Robert Brindle — Senior Appraiser — Mr. Brindle has either supervised or participated in numerous projects for RRC throughout Massachusetts. RR Al u SCOPE OF SERVICES .7 Al U INSURANCE RRC maintains liability and workmen's compensation insurance coverage which will save harmless the Town from any and all claims, demands, actions, and causes for action(s) arising from any act or omission of RRC, its agents and employees in the execution of the work to be performed under this project, including the claims relating to labor and material furnished, and patents and copyrights used in the performance of this project. The Town of North Andover will be listed as an additional insured on all policies. RRC maintains insurance in limits which either meet or exceed the required limits as set forth in the RFP. U A certificate of insurance shall be provided to the Town prior to commencement of any work under the contract of agreement for this project. All insurance companies listed on the certificate(s) of insurance will be licensed to do business in the State of Massachusetts. Contracts of insurance will be kept in force until RRC's work has been completed and accepted by the Town. U RR N Administrative Director Project Director Project Supervisor Computer Coordinator Data Collectors U Income Appraisers C & I Valuation Land Valuation Field Review Appraisers Training, Data Mgt.& Assmnt. Notices, etc. C 9 PROJECT STAFFING RRC Brian J. Pelletier Gerard J. Natale, Jr. Gerard J. Natale, Jr. Jill Souther Gerard J. Natale, Jr. Robert Brindle Gerard J. Natale, Jr. Brian J. Pelletier Gerard J. Natale, Jr. Brian J. Pelletier Gerard J. Natale, Jr. Gerard J. Natale, Jr. Robert Brindle Jill Souther Gerard J. Natale, Jr. Brian J. Pelletier 0 O M AIIIIIIIIII PROJECT TIMETABLE DESCRIPTION Project Start -Up Data Collection Data Sheet Correction Timely Delivery of Data Collection Sheets to Assessor's Office Review of Data Changes By Assessor's Staff Data Entry Changes To Inventory Records Review Existing Documentation On C & I condos for Accuracy Review Existing Inventory of Vacant C & I parcels for Accuracy Analyze & Spreadsheet Existing I & E Data Collect and Analyze Additional I & E Data Create I & E Models Review Cost & Depreciation Schedules Develop Land Schedules DATES FROM TO 3/12/12 3/12/12 3/12/12 8/03/12 STAFF ASSESSMENTS Brian J. Pelletier Gerard Natale, Jr. Robert Brindle 3/19/12 8/03/12 Gerard Natale, Jr. Robert Brindle 3/26/12 8/10/12 Gerard Natale, Jr. 4/02/12 8/24/12 Gerard Natale, Jr. 4/02/12 8/24/12 Jill Souther 5/07/12 7/20/12 Gerard Natale, Jr. 5/07/12 7/20/12 Gerard Natale, Jr. 4/30/12 8/03/12 Gerard Natale, Jr. Brian J. Pelletier 5/07/12 8/10/12 Gerard Natale, Jr. Brian J. Pelletier 5/07/12 8/17/12 Gerard Natale, Jr. 4/30/12 8/17/12 Gerard Natale, Jr. Brian J. Pelletier 5/07/12 8/17/12 Gerard Natale, Jr. RR AIIIIIIIIII ME J Apply Cost & Income 5/14/12 8/17/12 Gerard Natale, Jr. Approaches & Produce Preliminary Values Perform Field Review of 6/18/12 8/24/12 Gerard Natale, Jr. Values and Improved Properties Brian J. Pelletier Robert Brindle Meetings with DOR Staff 3/12/12 9/21/12 Gerard Natale, Jr. ongoing throughout the Project Deliver all required materials 3/12/12 9/91/12 Gerard Natale, Jr. to DOR Certification Reviewer Achieve DOR Preliminary 8/27/12 9/07/12 Gerard Natale, Jr. Certification Conduct Impact Hearings 9/10/12 9/14/12 Gerard Natale, Jr. If Required by DOR Staff Make any Necessary 9/17/12 9/21/12 Gerard Natale, Jr. Changes & Finalize Values Achieve Final DOR 9/24/12 9/28/12 Gerard Natale, Jr. Cerfiication Project Completion 10/05/12 Brian J. Pelletier R� IN TAX MAP/LEGAL FILE INTERFACE An up-to-date set of tax maps is required before a revaluation project is undertaken. At the beginning of the project the tax maps will be compared to the legal/tax administration file by RRC. This can be accomplished during the process of efficiently routing the data collection activity. Any discrepancies will be noted and reported to the Assessor along with recommended corrections. Thus, at the beginning of the project, the tax maps and the legal file will be brought into agreement so that all land parcels in the town will be accounted for in the revaluation. O It is also important that the property inventory file, which is the basis for the value computations, be matched to the legal file. In some projects in the past, values have been computed for all parcels on a property inventory file without resolving mismatches between the legal (or tax administration) file and the property inventory file. When an attempt was made to place the value on the tax roll, it could not be done because mismatches were uncovered. In those cases the project could not be completed until all the discrepancies were resolved. To avoid such eventualities, the Town's legal file will be accessed in computer readable form and used to create a skeleton property inventory file, identifying all parcels for data collection. Later, when parcel splits and merges become evident from the legal file, similar changes will be made on the inventory file so the two files remain consistent. U 0 RRC M COLLECTION OF SALES DATA Before sales inventory collection occurs, all personnel will be trained on the data collection cards and techniques by the RRC management staff. The property sales data is the cornerstone of the valuation effort. Accurate sales data must be collected to support the computer assisted sales analysis. The property description at the time of sale for all sales over the last three years up to the valuation date will be captured by RRC personnel along with the sale price, sale date and validity U information. As a result, all sales will be qualified to determine whether or not they are valid arms -length transactions. If a parcel's description changed since it was sold, both its current description and that as of the sale date will be captured. The sales data collection and cleanup effort will take place early in the project since such information is needed to carry out the following: 1. Analysis to indicate how market value depends on property description. 2. Developing land valuation rates. 3. Calibrating cost/depreciation factors, and 4. Valuation testing. The sales data is also the basis of the comparable sales selection and adjustment process which permits development of highly defensible values. W 0 RRC M NEIGHBORHOOD DELINEATION During the initial period of land valuation, RRC personnel will delineate the neighborhoods within the Town to reflect separately identifiable areas. These may be outlined under four general considerations: physical, social, economic and governmental. 0 These characteristics usually have, although not necessarily, recognizable natural or man-made boundaries that obviously define large areas of homogeneous groupings of properties. RRC will develop neighborhood profiles, taking into account those areas of similar desirability, physical characteristics and economic make-up. A coding system will be devised after the base neighborhoods are established. This is variable at this time and will be determined after careful review of the Town. U 0 RR U VALUATION OF LAND RRC, on the basis of a comprehensive study of sales for a period of three (3) years prior to the revaluation program, shall compile a schedule of land values. Procedures to be followed shall be the standard in appraisal practice and shall take into consideration , but not be limited to, the following: zoning, topography, soil condition, size, shape; vacancy, utilities available, etc. In those areas where land sales are not sufficient to form a judgement as to Fair Market Value, the land residual technique shall be used to set values for land. d 1. Commercial land schedules shall be drawn for the various sections of the community and shall be expressed in terms of square footage or acres, whichever is applicable. Extensive consideration shall be given to the capitalization of the Income Approach to value. A schedule shall be drawn reflecting topography, excess footage, and the availability of utilities, as well as other factors reflecting value. 0 2. An industrial land schedule shall be developed reflecting value in terms of square feet or acreage. A schedule similar to the one for commercial land shall be drawn. 3. Schedules shall be drawn covering value of acreage. All factors affecting value shall be taken into consideration such as, but not limited to, zoning, topography, soil, utilities available, and location. RR C COMMERCIAL AND INDUSTRIAL DATA COLLECTION The Contractor will attempt to perform a complete interior and exterior inspection and data recollection, of all the improved properties assigned to it by the Chief Assessor. The Contractor will attempt to secure signature of the owner or occupant of each parcel entered. For properties where interior inspections are denied the data collector will collect as much exterior data as possible. In situations where interior inspections are denied, the data collector will obtain signatures, if possible. A list of all properties where 0 entry has been denied will be promptly forwarded to the Board of Assessors for further action. If there is no response to the initial entry attempt, the contractor will leave a door hanger requesting the owner to call the Assessors Office to schedule an inspection. A separate list of these properties for which a door hanger has been left and the visit date will be promptly forwarded to the Assessors Office. For all properties in which an initial entry was not successful, a second call back will be made either in the evening or on the weekends in order to maximize the number of entries. All information turned into the Assessors Office will contain the identity of the data collector and the date that the information was collected or was attempted to be collected. The Contractor will physically re -inspect all vacant parcels and verify the accuracy of the current data. W 0 RRC U APPRAISAL OF COMMERCIAL AND INDUSTRIAL PROPERTIES Three approaches to value will be considered in the appraisal of industrial and commercial properties. These are the cost, market and income. Before valuing the property by these three approaches, a separate value for the land will be developed from a comparative analysis of recent land sales. An initial inspection of each commercial and industrial building shall be made, in order to check the information as set forth on the record card. For any properties with obvious errors on the record card, the company will turn the information over to the 0 Town with a recommendation that the properties be remeasured and/or relisted. The company will perform a relisting on all properties as designated by the Town. Replacement values of commercial and industrial properties shall be carefully computed using the analyzed unit costs for the various materials from which they are constructed. These values shall then be depreciated according to the age and condition of each building with fair and proper allowance in the form of functional depreciation being made for such factors as obsolescence, lack of utility, inadequacy, surplus area and surplus story height. The fair rental value shall be determined to establish a fair basis for rental capitalization to be used. Present rentals, tax clause provisions, (if any) ecology and adjustments, costs of heat, water, sewer, air conditioning, janitorial service, maintenance of building and grounds, insurance, professional management, snow removal, and all other expenses which are the burden of either the owner or the tenant will be obtained wherever possible. If the property is under lease, the term of such lease and the expiration date of such lease as well as any option periods or extensions to renew will be obtained wherever possible. The Company shall make a thorough analysis of income- producing properties. Gross income multipliers shall be developed and capitalization rates determined from sales of various types of income-producing properties. The Company shall analyze income and expense statements. All factors relevant to establishing values shall be given proper p consideration by the Company's review appraiser. Utilizing these three approaches, the appraiser then exercises the most important tool of all, that being his experienced judgment, in arriving at a final estimate of value. No computer has yet been devised which can do this job adequately, particularly for all classes and types of properties. The appraiser reviews each and every property having at his disposal computer-generated data and utilizing all three approaches if, in fact, all three are meaningful for each property. In some cases, one or two of the approaches may not realistically be applicable. By comparing all three, he will generally be presented with a range of values and he must then exercise his all important appraisal judgement and derive his opinion of a value estimate. 0 RR rel FIELD REVIEW After value estimates are generated for all parcels in an area of the Town, a 100% field review will be carried out by the RRC staff. All valuation results for each parcel will be available to the RRC appraisers for use in the review effort. In this process, a second visit will be made to each property and the value estimates produced by the computer will be affirmed or denied by qualified appraisers. Because the appraisers set the final values, the values are truly produced by computer-assisted mass appraisal, rather than being computer generated. All properties in the review process are reviewed for classification, final value and to assure that they are correlated to comparable properties. If the review appraisers wish to modify the initial value estimates, they will indicate property description changes which substantiate the value resulting from review. These updated descriptions would then be entered into the computerized data base by clerical staff, and processed via the valuation programs to verify that the computer generated values are consistent with the review value. 0 0 RR M DELIVERABLE PRODUCTS Copies of all documents, records, data, and other materials, in whatever form, manual or mechanized, procured, or produced in the performance of this project shall be the property of the Town and shall be delivered as required by the Assessors prior to the completion of the project. The documents, records, data, and other materials described above shall include the following: 1. A property inventory record for each parcel. 0 2. All materials and documentation used on the land valuation effort. 0 3. Any sales ratio studies developed during the project. 4. A detailed cost schedule. 5. The depreciation schedule and source of information used in its development. 6. All manual and/or computerized reports which support values and valuation formulae. 7. Income and expense statements for parcels for which the income approach was utilized. 8. Documentation of all procedures used throughout the project. 9. All documentation, including any narratives, submitted to the Department of Revenue as part of the certification process. RR V 'ol C7 N MINIMUM CRITERIA / QUALIFICATIONS In response to the Minimum Criteria / Qualifications section of this proposal, what follows is evidence of how RRC either meets or exceeds the criteria as set forth. All support for the revaluation experience as outlined 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 are also specifically included as a part of this proposal. . A. Incorporated in 1982, RRC has been providing personal property revaluation services to Massachusetts Cities and Town for over twenty-nine (29) years. B. Revaluation contracts completed by RRC over the past three (3) years include the following: Community Assessor Tel # Fiscal Yr North Andover Garrett Boles 978-688-9567 2010 Lawrence Alex Vega 978-620-3191 2012 Northborough Diane O'Connor 508-393-5005 2010 Uxbridge Joan Navarro 508-278-8602 2010 Grafton Jennifer O'Neil 508-839-4310 2010 North Reading Deborah Carbone 978-664-6021 2011 Lee Sarah Navin 413-243-5512 2011 Chatham Andy Machado 508-945-5196 2010 Saugus Ron Keohan 781-231-4134 2011 Millis Paula Dumont 508-376-7049 2012 Dedham John Duffy 781-751-9130 2010 C. RRC has completed many commercial and industrial assignments similar to the North Andover assignment. These include, but are not limited to, the following fifteen (15) communities: Community North Andover, MA Lawrence, MA Northborough, MA Grafton, MA North Reading, MA Lee, MA Chatham, MA Saugus, MA Community Foxborough, MA Dedham, MA Oxford, MA Uxbridge, MA Millis, MA Winthrop, MA Asland, MA RR X 9 I La E. The contractual commitments of RRC for Fiscal 2013 (refer to item B. above for FY 2012 jobs) commercial and industrial revaluations include the following: Community Assessor Tel # Fiscal Yr Dedham John Duffy 781-326-1995 2013 This information is set forth in the Project Timetable section of this proposal. As you will note, RRC will complete this project by October 5, 2012. F. RRC currently has 9 full-time, non -clerical individuals dedicated to providing real property data collectrion and valuation services, all of whom are very familiar with the Town's current CAMA system. G. Jill Souther and Gerard Natale each have multiple tears of experience in data entering the required data directly onto the North Andover CAMA software. H. This information is set forth in the Project Staffing Breakdown section of this proposal. The proposed Project Director, Real Property, Gerard J. Natale, has over twenty- seven (27) years experience in the valuation of commercial and industrial property in the Commonwealth of Massachusetts. His extensive commercial and industrial experience as a Project Director with RRC includes such communities as the Town of North Andover, the City of Lawrence, the City of Quincy, the Town of Millis and the Town of Grafton. Relative to commercial and industrial experience on systems similar to that of North Andover, Mr. Natale has performed projects on this software in North Andover, Lee, Uxbridge, Grafton, North Reading, Saugus and Northborough. J. 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.. K. The most recent financial statements have been included as a part of this package. L. RRC has submitted a separate and sealed proposal. M. RRC has submitted all required statements and forms. RRC E 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. O A. Experience with Commercial and Industrial revaluation and listing programs in Massachusetts All revaluation and valuation update projects conducted by RRC were undertaken on valuation software. Over the course of these projects, RRC has utilized many different appraisal systems which are similar to the Town of North Andover's CAMA Software System. These systems include: DOR/ SIGMA CAMA System Vision Appraisal Software CLT Appraisal Software SFG Govern Software RRC Appraisal System Cogebec System Arlington Data Corporation Software Municipal Appraisal Software Ten (10) communiites who were revalued specifically on Commercial and Industrial properties on the DOR/ SIGMA CAMA System include: p Town of North Andover Town of Northborough Town of Uxbridge Town of North Reading Town of Saugus Town of Lee Town of Grafton Town of Ashland Town of Boxborough Town of Harvard 0 RR M M 501 .M B. Qualifications and experience of the data collection and appraisal staff All of the proposed staff directly worked on the Fiscal 2010, 2007, 2004 and 2001 commercial and industrial revaluations in the Town of North Andover. Therefore, all of the staff meets the Highly Advantageous requirements as set forth in the RFP. All qualifications of the proposed staff is set forth on the enclosed resumes. Both Gerard Natale and Brian Pelletier meet all degree and IAAO educational requirements as set forth in the RFP. Futhermore, all experience requirements are likewise satisfied, as both have been involved in the valuation of commercial and industrial properties for over twenty-seven years with RRC. Evidence of the required experience relative to the CAMA Software in North Andover is the successful completion of the fiscal 2010, 2007, 2004 and 2001 commercial and industrial revaluations in the Town of North Andover. 9. Timeline As is evidenced on our enclosed timetable, we will complete this project by October 5, 2012. RRC E Ed u 101 W CLIENT LISTS n E: m z r N I N r N REAL PROPERTY CLIENT LIST COMMUNITY FISCAL YEAR(S) SERVICES North Andover, MA 2001,2004, 2007, 2010 Revaluation Lawrence, MA 1991,1994,1997,2000,2003,2006, 2009 Revaluation Chatham, MA 2001, 2004, 2007, 2010 Revaluation Uxbridge, MA 1992,1995,1998,2001,2004,2007, 2010 Revaluation Dedham, MA 2007, 2010 Revaluation Grafton, MA 1998, 2001, 2004, 2007, 2010 Revaluation Millis, MA 1993,1996,1999, 2002, 2005,2008,2011 Revaluation Lee, MA 2005, 2008, 2011 Revaluation Northborough, MA 2010 Revaluation Sheffield, MA 2010 Revaluation Foxborough, MA 1998, 2001 Revaluation Oxford, MA 2002, 2008, 2011 Revaluation Quincy, MA 1990, 1993, 1996, 1999, 2002 Revaluation Winthrop, MA 1988, 1991, 1994, 1997, 2000 Revaluation Middleton, MA 1986, 1989,1992,1995,1998 Revaluation Rowley, MA 1985, 1988,1991,1994,1996 Revaluation Ashland, MA 1994, 1997 Revaluation Beverly, MA 1990 Revaluation Boxborough, MA 1992 Revaluation Duxbury, MA 1990, 1997 Revaluation North Kingstown, RI 1995 Revaluation * Denotes current job W Al QUALIFICATIONS OF STAFF 5 L O GERARD J. NATALE, JR. MAA PROFESSIONAL EXPERIENCE VICE PRESIDENT REAL ESTATE RESEARCH CONSULTANTS, INC. 1985 -Present In this capacity, is responsible for the supervision and maintenance of all real property revaluations conducted by the Company. Responsibilities also include the supervision of appraisers, the quality of work provided to clients and the management of projects and their timely completion. Appraisal specializations include residential commercial and industrial properties. MASSACHUSETTS DEPARTMENT OF REVENUE BOSTON MASS. 1982-1984 SENIOR CERTIFICATION APPRAISER - Responsibilities included reviewing the appraisal methodologies employed by cities and towns to ensure that assessments meet full and fair cash value standards and also to ensure that the assessment methodology used had been applied equally to all residential, commercial and industrial properties. Is qualified as an expert, and has testified as an expert at the Massachusetts Appellate Tax Board EDUCATION SAINT ANSLEMS COLLEGE, MANCHESTER, NEIN HAMPSHIRE Bachelor of Arts Degree in Psychology APPRAISAL EDUCATION THE SOCIETY OF REAL ESTATE APPRAISERS Course 101 -Residential Real Estate Appraisal INTERNATIONAL ASSOCIATION OF ASSESSING OFFICERS The Cost and Market Approaches to Value The Income Approach To Value The Mass Appraisal of income Producing Properties CAMA Valuation Model Building Residential LINCOLN INSTITUTE OF LAND POLICY Statistics, Simple and Multiple Regression Analysis O Computerized Assessment Administration DEPARTMENT OF REVENUE and MAAO COURSES Assessment AdminisftUon-LavwProcedures and Valuation Course. PROFESSIONAL ACTIVITIES Massachusetts Accredited Assessor (MAA) Certified Review Appraiser Member, International Association of Assessing Officers Massachusetts Association of Assessing Officers Essex County Assessors Association .X 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 Business Valuation MASSACHUSETTS DEPARTMENT OF REVENUE, BOSTON, MASS. 1981-1985 ASSISTANT CHIEF -BUREAU OF LOCAL ASSESSMENT- Responsible for the supervision of all professional staff in the bureau. Other duties included the appraisal of various public utility companies for ad valorem tax purposes, leading to the certification of value by the Commissioner of Revenue. Also was responsible for the certification review on public utility and non-utility personal property for all cities and towns in the Commonwealth. This included a review of the appraisal methodology employed as well as the proposed values. This capacity also required providing technical assistance, advice and recommendations to communities. EDUCATION MERRIMACK COLLEGE, NORTH ANDOVER, MA Bachelor of Science in Business Administration, with a specialization in Finance SUFFOLK UNIVERSITY, BOSTON, MA Completed courses toward a Masters in Business Administration APPRAISAL EDUCATION INTERNATIONAL ASSOCIATION OF ASSESSING OFFICERS The Income Approach to Value Cost and Market Approaches to Value Valuation of Machinery and Equipment The Mass Appraisal of Income Producing Properties LINCOLN INSTITUTE OF LAND POLICY Appraisal of Pipeline Properties Computer Assisted Valuation of Public Utilities Resolving Valuation Conflicts in Railroad and Utility Taxation NATIONAL TAX ASSOCIATION -TAX INSTITUTE OF AMERICA Appraisal of Utilities and Railroad Property for Ad Valorem Taxation PROFESSIONAL ACTIVITIES Senior Member -American Society of Appraisers Member -International Association of Assessing Officers Northeast Regional Coordinator -National Conference on Unit Valuation Standards Instructed courses and lectured on utility and personal property valuation for: University of Massachusetts Massachusetts Department of Revenue Various County Assessing Programs Al x PROFESSIONAL EXPERIENCE: ROBERT BRINDLE Joined Real Estate Research Consultants. Inc. in 1986 as a Supervisor of Data Collection. Has worked in this capacity in various projects such as Lawrence, Hudson, Rowley, Wenham, Milford and Millis. From January 1981 to January 1982 worked in the capacity of Data Collector for revaluation programs in Marblehead, Mass., Beverly, Mass., Revere, Mass, Peabody, Mass. respectively. Employers were R.J. Finnegan and Assoc. of Acton Mass., PRC Jacobs of Wakefield. Mass. and Cole. Layer and Trumble of Dayton. Ohio. As a Data Collector, duties included house-to-house inspections of property, collecting the information necessary for making appraisal judgments. Duties included listing site characteristics and measuring the perimeters of residential Q structures, secondary building and building components along with an interior inspection of each dwelling. In 1982 was the Assistant to the Tax Assessor for the City of Salem. He outlined and defined neighborhoods for the city based on previous information and knowledge of the city. He also coded assessors maps to depict land usage of each parcel, prepared property information for input to the computer and audited computer listings and maps to ensure all parcels appeared on file. Upon completion of this assignment, was re-employed by R.J. Finnegan & Assoc. as a Hearing Officer, conducting individual hearings in Marblehead, Mass., Springfield, Vermont and Millis, Massachusetts. EDUCATION: X Es u 1963-1965 Bentley College Waltham, MA Accounting & Finance Program 1978 Northeastem University, Boston, MA A.S. Degree Business Administration 1982 North Shore Community College Real Estate Appraisal Courses. w I W. I o' REAL ESTATE RESEARCH CONSULTANTS, INC. FINANCIAL STATEMENTS May 31, 2011 GhaMdlm-aison Tripoli, 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 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 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 AccoLj� 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 34 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 COMPANY: Evaluation of `Commercial, Industrial, and Mixed Use 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 fifteen (15) data recollection, measure and listing and revaluations at least ten (10) of which were in Massachusetts communities, with a combination of several hundred taxable commercial, industrial and mixed use real estate parcels, similar to that listed above for North Andover, performed on micro computer based Computer Assisted Mass Appraisal system, and satisfaction of all Massachusetts Department of Revenue requirements relating to such data collection, revaluation and certification. D. A list of municipalities for which the vendor is currently committed to commercial, industrial, and mixed use property projects, the services to be provided and client contacts both for FY 12 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 Start -Up o Data Collection (where needed) o Data Sheet Correction o Timely Delivery of Data Collection Sheets to Assessor's Office o Review of data changes by Assessor's Staff o Data Entry changes to Inventory records o Review existing documentation on C & I condos for accuracy o Review existing inventory of vacant C & I parcels for accuracy o Analyze and Spreadsheet existing I & E data o Collect and analyze additional I & E data o Create I & E models o Review Cost and Depreciation Schedules o Develop Land Schedules Evaluation of `Commercial, Industrial, and Mixed Use Property Revaluation' Submissions Page 1 of 6 o Apply cost and Income Approaches and produce preliminary values o Perform Field Review of Values and Improved Properties o Meetings with DOR staff ongoing throughout the project o Deliver all required materials to DOR Certification Reviewer o Achieve DOR preliminary certification o Conduct impact hearings if required by DOR staff o Make any necessary changes and finalize values o Achieve Final DOR certification. o Project Completion The work plan must evidence a project completion date and DOR Final Certification no later than October 26, 2012 F. The vendor must have a staff of at least five (5) full-time, non -clerical individuals, dedicated to providing real property data collection and valuation services and who are sufficiently familiar with the data entry format of the Town's current CAMA system so that they can accurately collect the descriptive property data, in a timely fashion. G. If the vendor's employees do the data entry on the Town's CAMA they must have a minimum of two years full time experience doing Commercial, Industrial, Mixed Use, Apartment, data entry experience on a commercial/ industrial CAMA system which uses the Marshall and Swift, Section/Group method to list and cost building and be thoroughly familiar with such methodology and have significant experience on the same Commercial/ Industrial CAMA system, currently used by the Town. H. The vendor must set forth the project staffing to be utilized on this project including, but not limited to, Project Director, data entry personnel, and commercial/industrial collectors. 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 I. The proposed Project Director must have at least ten (10) years experience as a Project Director supervising Commercial/Industrial, Mixed Use and Commercial Apartment data collection and complete revaluations of such properties in Massachusetts communities similar in size to North Andover, with a Commercial/Industrial property mix similar to North Andover in number and distribution parcels and which involved supervising the recollection, verification, data entry and valuation of data used on a Intel based PC Commercial and Industrial Computer Assisted Mass Appraisal System. Evaluation of `Commercial, Industrial, and Mixed Use Property Revaluation' Submissions Page 2 of 6 J. 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. K. 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.) L. Submission of separate and sealed proposal. M. Submission of required statements and forms. ALL MINIMUM CRITERIA/QUALITIFCATIONS MET: YES NO Evaluation of `Commercial, Industrial, and Mixed Use Property Revaluation' Submissions Page 3 of 6 Comparative Evaluation Criteria All proposals meeting the minimum criteria/qualifications will then be evaluated based upon the specific comparative evaluation criteria. The following point schedule will be utilized: Highly advantageous 5 points 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 Commercial and Industrial complete revaluation and listing programs in Massachusetts for use on micro computer based CAMA systems (preferably the DOR/ SIGMA CAMA System) and compliance with all Mass. DOR. Guidelines for such data collection and Commercial, Industrial, Mixed Use and Apartment Valuation ♦ Vendor having ten or more successful commercial, industrial, mixed use, apartment, relisting & revaluations in a Massachusetts community performed on a micro- computer based CAMA system with at least five (5) or more of which were performed on the CSC/Sigma CAMA system, Version 3, Tiers 1 and 2, currently used by the Town of North Andover will be considered Highly Advantageous (5 points) ♦ Vendor having more than five (5) but less than ten (10) successful commercial, industrial, mixed use, apartment, relisting & revaluations in a Massachusetts community performed on a micro -computer based CAMA system with at least three (3) of which were performed on the CSC/Sigma CAMA system, Version 3, Tiers 1 and 2, currently used by the Town of North Andover will be considered Advantageous (3 points) ♦ Vendor having less than five (5) successful commercial, industrial, mixed use, apartment, relisting & revaluations in a Massachusetts community performed on a micro -computer based CAMA system will be considered Least Advantageous (1 point) ♦ Vendor having no experience in commercial, industrial, mixed use, apartment, relisting & revaluations in a Massachusetts community performed on a micro- computer based CAMA system will be considered as Does Not Meet minimum requirements (0 points and elimination from further consideration) SCORE FOR COMPARATIVE EVALUATION CRITERIA A: Evaluation of `Commercial, Industrial, and Mixed Use Property Revaluation' Submissions Page 4 of 6 B. Qualifications and experience of the data collection and appraisal staff ♦ BA/BS degree, possession of a CAE or equivalent appraisal designation, completion of more than three IAAO or equivalent appraisal examination courses at least two or more involved commercial and industrial property valuation, five or more years full time experience collecting commercial and industrial data for input into a micro computer based CAMA system in Massachusetts of which two or more involved collecting residential data for CSC/Sigma(DOR) CAMA System Version 3, Tiers 1 and 2, of involving several hundred parcels, three or more years experience working with the Marshal and Swift Commercial/Industrial Valuation System. Five or more years experience working as a staff commercial/industrial appraiser on a Massachusetts Mass Appraisal Projects will be considered Highly Advantageous (5 points) ♦ BA/BS degree, completion of three or more IAAO or equivalent appraisal examination courses including two commercial industrial courses, at least three years full time experience collecting residential data for input into a micro computer based CAMA system in Massachusetts including at least one project collecting Commercial/industrial data for CSC/SIGMA(DOR) CAMA Version 3 system of involving several hundred parcels, three or more years experience working with the Marshall and Swift Commercial/Industrial Valuation System, three or more years experience working as a staff commercial/industrial appraiser on a Massachusetts Mass Appraisal Projects will be considered Advantageous (3 points) ♦ Completion of fewer than three IAAO or equivalent appraisal examination courses including commercial and industrial courses and two or fewer years full time experience collecting commercial and data for input into a microcomputer based CAMA system in Massachusetts, two or fewer years experience working with the Marshall and Swift Commercial Industrial Valuation System, two or fewer years experience working as a staff Commercial/ Industrial appraiser on a Massachusetts Mass Appraisal projects 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 No formal commercial appraisal training (IAAO Course 2 or equivalent) and one year or less full time employment collecting commercial/industrial data for input into a micro computer based CAMA systems in Massachusetts and one or fewer years experience with the Marshall and Swift Commercial Industrial Valuation System, one or fewer years experience working as a staff commercial and industrial appraiser on Massachusetts Mass Appraisal projects will be considered as Does Not Meet minimum requirements (0 points and elimination from further consideration) SCORE FOR COMPARATIVE EVALUATION CRITERIA B: Evaluation of `Commercial, Industrial, and Mixed Use Property Revaluation' Submissions Page 5 of 6 F 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 `Commercial, Industrial, and Mixed Use Property Revaluation' Submissions Page 6 of 6 Mr. Ray Santilli Town Manager North Andover 'Town Hall. 120 Main Street North Andover, MA 01845 February 20, 2012 �y der technologies 12 Goose Lane Tolland, Connecticut 06084 P: 800.273.8605 F: 860.872.9526 :.ww'yWv:"-' ' RE: INVITATION TO BID — `ICON UAERCIAL, INDUSTRIAL, AND AIMD USE FROFERT'Y_RVALU-ATIOM7 Dear Mr. Santilli: Thank you for the opportunity to submit a proposal to provide the Town of North Andover with the above referenced services. Unfortunately, we will decline to submit a proposal at this time. Thank you for considering Tyler Technologies Appraisal Services and please consider us regarding any appraisal or CAMA software needs the Town might have in the future. Please feel free to call me if you should have any questions at 1.800.273.8605, x 4 or contact me via email at bob.marshall@iylertech.com. Sincerely, ( ( "L-19 L Robert N. Marshall Senior Account Executive OVISION GOVERNMENT SOLUTIONS February 23, 2012 Ray Santilli Assistant Town Manager North Andover Town Hall 120 Main Street North Andover, MA 01845 Dear Mr. Santilli, Vision Government Solutions regretfully declines to submit a bid in response to your Request for Proposals for your Commercial, Industrial, and Mixed Use Property Revaluation project. We would have difficulty completing your project using your current CAMA software. We would welcome the opportunity to establish a working relationship with the Town in the future. We currently have 400 software installations in New England, including 124 in Massachusetts. Our software features a relational data base system designed to maximize the efficiency of the Assessing office and is designed to support frequent Valuation Updates that can be done quickly and efficiently after the initial Revaluation is completed. We wish you success on your Commercial, Industrial, and Mixed Use Property Revaluation project and thank you for giving us the opportunity to submit a bid. Should you decide to allow a proposal that offers a solution without using your existing software, please contact us. Sincerely, N vr'�� Tasha Vincent Regional Sales Manager 44 Bearfoot Road, Northboro, MA 01532 800 628 1013 www.vgsi.com TOWN OF NORTH ANDOVER REQUEST FOR PROPOSALS COMMERCIAL, INDUSTRIAL, AND MIXED USE PROPERTY REVALUATION Contact Address Telephone Number: Fax Number: Email February 2, 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.................................. 10 8. Comparative Evaluation Criteria ................................... 12 9. Timeline................................................................14 10. Method for Award .................................................. 14 Standard Town of North Andover Contract With Supplement«S"............................................... 15 Certifications............................................................ 27 Appendix A — Price Proposal .......................................... 29 Town of North Andover RFP Page 2 of 29 Commercial, Industrial and Mixed Use 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 commercial, industrial, apartment (Class 111 and 112), and mixed use 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 conference/briefing for this project 3. Submission Deadline and Instructions Qualified persons or firms are requested to submit proposals marked "Commercial, Industrial, and Mixed Use 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 29 Commercial, Industrial and Mixed Use 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 "Commercial, Industrial, and Mixed Use 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.townofnorthandover.com) all bidders are responsible for checking the website for any addenda and /or modifications that are subsequently made to this RFP. The Town accepts no liability for and will provide no accommodations to bidders who fail to check for amendments and/or modifications to this RFP and subsequently submit inadequate or 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 29 Commercial, Industrial and Mixed Use 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) This project assumes that the Town of North Andover contains approximately Commercial Mixed Use Properties Commercial Condominiums Commercial Improved Properties Commercial Apartments (class 111) Commercial Apartments (class 112) Commercial Vacant Land (includes parking lots etc.) Industrial Condominiums Industrial Improved Properties Industrial Vacant Land (includes parking lots etc.) Total Vacant Total Condominium Total Non -Condominium Improved Total 37 287 173 44 5 34 13 50 20 54 300 309 663 (FY 2012) Town of North Andover RFP Page 5 of 29 Commercial, Industrial and Mixed Use Property Revaluation B. Services to be Performed and Responsibilities of Vendor 1) The Town of North Andover currently inventories and values its "non -condominium, commercial, industrial and mixed use property in the commercial/industrial property module of the version of the Sigma System Technology CAMA software Version 3, licensed to the Community Software Consortium (CSC) and is commonly known as the "DOR CAMA" system. This system follows the Marshall and Swift method of listing commercial and industrial buildings into section and group records, for producing a cost approach along with a separate commercial land table. Most of the "Non Condominium" improved parcels have sketches. Sketches will need to be verified and re -drawn and re-entered, where necessary. Most have digital photos added in FY 2004. The system also has a separate income record for these properties that can be used to generate an income valuation. The commercial/industrial condominiums are valued off the system and the legal information and value information are manually imputed on the appropriate screens on the Real Property data base manager. 2) All accounts as discussed above are to be physically relisted, measured, sketched and digitally re-photographed, in accordance with the provisions of this Request for Proposals and in such a manner as to facilitate and maximize the entry of the collected data into the existing Sigma Systems Data Commercial/Industrial Property Database manager. The basic interior layout, location of hazardous material and information relevant to the Fire Department will also be collected. 3) Prior to the commencement of the project, the vendor shall meet with the Assessor, his staff and a representative of the Fire Department, to plan how best to accomplish this goal and shall advise the Assessor's staff on an ongoing basis, as needed, as the vendor inputs the collected data into the existing CAMA system. 4) Recollect, re -list, re -measure, including drawing building sketches, take digital photographs, for all descriptive interior and exterior property data on each of the properties listed above, as well as collecting the information requested by the Fire Department. To make the necessary data corrections on the existing CAMA system modules and inventory, prior to producing FY 2013 Values, as of January 1, 2012, to the satisfaction of the Department of Revenue and its certification reviewer, and to achieve final certification of those values within the time frame set forth in this proposal. 5) Take the existing income and expense data collected by the Assessor's Office, and supplement it with income and expense data from the market area surrounding North Andover. In the cases where the owner/tenant has failed to return income and expense information requested by the Assessor's Office on improved properties, to attempt to collect such information during the data recollection phase. Town of North Andover RFP Page 6 of 29 Commercial, Industrial and Mixed Use Property Revaluation 6) Update and develop schedules of economic rents and expenses for the various types of improved properties, developing separate schedules for each distinct market area in the Town, input them in the existing CAMA system where necessary and produce them in a computer generated spreadsheet format that complies with the current Department of Revenue certification criteria. 7) After analyzing the investment requirements of the various types of properties as of the January 1, 2012 valuation date and the information collected above, vendor will make recommendations to the Assessor's Office and develop income, expense and capitalization rates for the properties above, input them into the existing CAMA system, where necessary and produce them in a computer generated spreadsheet format that complies with the Department of Revenue certification criteria. 8) Develop adjustments to the above schedules for individual properties, where appropriate, documenting the need for such adjustment in a manner satisfactory to the Department of Revenue certification reviewer. 9) Using the data developed above, assist the Assessor's Office in producing an income estimate of value, where required, for each commercial property and enter the information into the appropriate income, cost and value modules, as the case may be, of the existing CAMA system and produce these estimates in the electronic spreadsheet format required for the Department of Revenue certification. 10) Review the results of the data collections, cost schedules, depreciation schedules, and improvement values of commercial property already produced on the CAMA system and make recommendations to the Assessor's Office for any adjustment to the physical depreciation, functional or economic obsolescence and, after approval, enter those changes in the appropriate fields of the Town's existing CAMA system. 11) Using land residual techniques, analyze the 2011 "arms length" sales of vacant commercial land from North Andover and surrounding communities, and the results of the site inspections, assist and make recommendations to the Assessor's Office. Develop a completely updated land valuation schedule and integrate it into the existing CAMA system, recommend and document any market based adjustments for zoning, topography, location, minimum lot size, wet lands etc., develop separate schedules and adjustments for the major market areas in the Town referred to above and enter any changes in the appropriate fields and tables on the existing CAMA system. 12) After reviewing with the Assessor' Offices, apply these land schedules to the commercial industrial and mixed use inventory in CAMA system to complete an updated cost approach to value and correlate this cost value with the income value estimate described above and comply with all Department of Revenue certification guidelines and reporting requirements. Town of North Andover RFP Page 7 of 29 Commercial, Industrial and Mixed Use Property Revaluation 13) In consultation with the Assessor's Office, conduct a review of the proposed final values, including field reviews if necessary, to ensure accuracy and consistency. 14) If required, conduct impact hearings and/or meet with representatives of the Department of Revenue certification staff to ensure that all certification standards, guidelines, requirements and recommended computerized documentation formats have been complied with so that final certification will be achieved on or before October 26, 2012 15) Subject to the terms and conditions of this request for proposals, the contractor shall recollect the interior and exterior descriptive data, exterior measurements of improvements, create sketches, take photograph and collect the aforementioned information for the Fire Department, on approximately 596 commercial, industrial, large apartment and mixed use parcels, as described above, and as designated by the Chief Assessor, enter any data changes into the appropriate parts of the Town's existing CAMA system. The vendor shall produce values for same, as of January 1, 2012, and shall comply with all current requirements of the Mass. Department of Revenue for final certification of those values on or before October 26, 2012. 16) The vendor shall conform to the usage classifications of real property so described, in accordance with Massachusetts General Laws, Chapter 59. 17) The vendor shall notify both the Assessor's Office and the Police Department, in advance the prior work day, which areas of the Town its staff will be working and shall require them to have photographic identification. 18) All listings and codes shall be determined as of the date of the inspection. If a class code differs than that currently on file a separate list of these properties shall be made and reported to the Assessor's Office on a weekly basis, along with the other weekly deliverables. 19) The Commercial and Industrial properties were last re -collected in FY 2007 The vendor will attempt to perform a complete interior and exterior inspection and data recollection, of all the improved properties assigned to it by the Chief Assessor. The vendor will attempt to secure the signature of the owner or occupant of each parcel entered. For properties where interior inspections are denied the data collector will collect as much exterior data as possible. In situations where interior inspections are denied, the data collector will obtain signatures, if possible. A list of all properties where entry has been denied will be promptly forwarded to the Assessor's Office for further action. If there is no response to the initial entry attempt, the contractor will leave a door -hanger requesting the owner to call the Assessor's Office to schedule an inspection. A separate list of those properties for which a door -hanger has been left and the visit date will be promptly forwarded to the Assessor's Office. For all properties in which an initial entry was not successful, a second call back will be made either in the evening or on weekends in order to maximize the number of entries. All information turned into the Assessor's Office will contain the identity of Town of North Andover RFP Page 8 of 29 Commercial, Industrial and Mixed Use Property Revaluation the data collector and the date that the information was collected or was attempted to be collected. The vendor will physically re -inspect all vacant parcels and verify the accuracy of the current data. 20) In the interest of quality control, the Assessor's Office reserves the right to randomly contact property owners and ascertain whether the work turned into the Assessor's Office was actually performed as represented by the contractor's work product and the professional demeanor of the person performing the work. Any complaints received by the Assessor's Office about an employee of the contractor shall be forwarded to the company for corrective actions. 21) After reviewing existing records and field data, where necessary, to recollect, re -list, re -measure, draw building sketches, take digital photographs (where missing), all descriptive property data on each of the properties listed above and collect the information for the Fire Department, making the necessary data corrections on the existing CAMA system as directed by the Chief Assessor. C. Responsibilities of the Town 1) The Assessor's Office shall receive a weekly status report from the vendor. They shall review and evaluate the progress of the project, and notify the vendor whether the work performed is satisfactory and timely. 2) Since this project includes data entry on the part of the vendor's staff, the Town shall provide the vendor adequate office space including, computer terminal access, chairs, access to a telephone and a file cabinet for the duration of the project. 3) The Town shall provide the vendor with a description of the current system, copies of reports for existing accounts, income and expense data, and any information necessary to aid the vendor in performing the data collection and valuation for the above listed properties on the Town's current real property valuation system and facilitating the production of FY 2012 values certified by the Department of Revenue on or before October 26, 2012. 4) The Assessor's Office reserves the right to reduce the number of parcels inspected and prioritize and designate those parcels to be relisted and/ or designate those parcels whose data changes will be entered by the Contractor, so as not to exceed the total amount appropriated for this project. The timeline requires that payments be made out of both the FY 2012 and FY 2013 budgets. D. 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 Town of North Andover RFP Page 9 of 29 Commercial, Industrial and Mixed Use Property Revaluation 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. 2) All public information activities should emphasize the responsibilities of the various participants, the appraisal methodology employed, and the overall goals of the project. E. 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. F. 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 fifteen (15) data recollection, measure and listing and revaluations at least ten (10) of which were in Massachusetts communities, with a combination of several hundred taxable commercial, industrial and mixed use real estate parcels, similar to that listed above for North Town of North Andover RFP Page 10 of 29 Commercial, Industrial and Mixed Use Property Revaluation Andover, performed on micro computer based Computer Assisted Mass Appraisal system, and satisfaction of all Massachusetts Department of Revenue requirements relating to such data collection, revaluation and certification. D. A list of municipalities for which the vendor is currently committed to commercial, industrial, and mixed use property projects, the services to be provided and client contacts both for FY 12 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 Start -Up o Data Collection (where needed) o Data Sheet Correction o Timely Delivery of Data Collection Sheets to Assessor's Office o Review of data changes by Assessor's Staff o Data Entry changes to Inventory records o Review existing documentation on C & I condos for accuracy o Review existing inventory of vacant C & I parcels for accuracy o Analyze and Spreadsheet existing I & E data o Collect and analyze additional I & E data o Create I & E models o Review Cost and Depreciation Schedules o Develop Land Schedules o Apply cost and Income Approaches and produce preliminary values o Perform Field Review of Values and Improved Properties o Meetings with DOR staff ongoing throughout the project o Deliver all required materials to DOR Certification Reviewer o Achieve DOR preliminary certification o Conduct impact hearings if required by DOR staff o Make any necessary changes and finalize values o Achieve Final DOR certification. o Project Completion The work plan must evidence a project completion date and DOR Final Certification no later than October 26, 2012 F. The vendor must have a staff of at least five (5) full-time, non -clerical individuals, dedicated to providing real property data collection and valuation services and who are sufficiently familiar with the data entry format of the Town's current CAMA system so that they can accurately collect the descriptive property data, in a timely fashion. G. If the vendor's employees do the data entry on the Town's CAMA they must have a minimum of two years full time experience doing Commercial, Industrial, Mixed Use, Apartment, data entry experience on a commercial/ industrial CAMA system which uses Town of North Andover RFP Page 11 of 29 Commercial, Industrial and Mixed Use Property Revaluation the Marshall and Swift, Section/Group method to list and cost building and be thoroughly familiar with such methodology and have significant experience on the same Commercial/ Industrial CAMA system, currently used by the Town. H. The vendor must set forth the project staffing to be utilized on this project including, but not limited to, Project Director, data entry personnel, and commercial/industrial collectors. 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 I. The proposed Project Director must have at least ten (10) years experience as a Project Director supervising Commercial/Industrial, Mixed Use and Commercial Apartment data collection and complete revaluations of such properties in Massachusetts communities similar in size to North Andover, with a Commercial/Industrial property mix similar to North Andover in number and distribution parcels and which involved supervising the recollection, verification, data entry and valuation of data used on a Intel based PC Commercial and Industrial Computer Assisted Mass Appraisal System. J. 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. K. 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.) L. Submission of separate and sealed proposal. M. Submission of required statements and forms. 8. Comparative Evaluation Criteria All proposals meeting the minimum criteria/qualifications will then be evaluated based upon the specific comparative evaluation criteria. The following point schedule will be utilized: 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 Town of North Andover RFP Page 12 of 29 Commercial, Industrial and Mixed Use Property Revaluation * Proposal is automatically eliminated from further consideration if "0 points" is received in any category. A. Vendor's experience with Commercial and Industrial complete revaluation and listing programs in Massachusetts for use on micro computer based CAMA systems (preferably the DOR/ SIGMA CAMA System) and compliance with all Mass. DOR. Guidelines for such data collection and Commercial, Industrial, Mixed Use and Apartment Valuation ♦ Vendor having ten or more successful commercial, industrial, mixed use, apartment, relisting & revaluations in a Massachusetts community performed on a micro- computer based CAMA system with at least five (5) or more of which were performed on the CSC/Sigma CAMA system, Version 3, Tiers 1 and 2, currently used by the Town of North Andover will be considered Highly Advantageous (5 points) ♦ Vendor having more than five (5) but less than ten (10) successful commercial, industrial, mixed use, apartment, relisting & revaluations in a Massachusetts community performed on a micro -computer based CAMA system with at least three (3) of which were performed on the CSC/Sigma CAMA system, Version 3, Tiers 1 and 2, currently used by the Town of North Andover will be considered Advantageous (3 points) ♦ Vendor having less than five (5) successful commercial, industrial, mixed use, apartment, relisting & revaluations in a Massachusetts community performed on a micro -computer based CAMA system will be considered Least Advantageous (1 point) ♦ Vendor having no experience in commercial, industrial, mixed use, apartment, relisting & revaluations in a Massachusetts community performed on a micro- computer based CAMA system will be considered as Does Not Meet minimum requirements (0 points and elimination from further consideration) B. Qualifications and experience of the data collection and appraisal staff ♦ BA/BS degree, possession of a CAE or equivalent appraisal designation, completion of more than three IAAO or equivalent appraisal examination courses at least two or more involved commercial and industrial property valuation, five or more years full time experience collecting commercial and industrial data for input into a micro computer based CAMA system in Massachusetts of which two or more involved collecting residential data for CSC/Sigma(DOR) CAMA System Version 3, Tiers 1 and 2, of involving several hundred parcels, three or more years experience working with the Marshal and Swift Commercial/Industrial Valuation System. Five or more years experience working as a staff commercial/industrial appraiser on a Massachusetts Mass Appraisal Projects will be considered Highly Advantageous (5 points) Town of North Andover RFP Page 13 of 29 Commercial, Industrial and Mixed Use Property Revaluation ♦ BA/BS degree, completion of three or more IAAO or equivalent appraisal examination courses including two commercial industrial courses, at least three years full time experience collecting residential data for input into a micro computer based CAMA system in Massachusetts including at least one project collecting Commercial/industrial data for CSC/SIGMA(DOR) CAMA Version 3 system of involving several hundred parcels, three or more years experience working with the Marshall and Swift Commercial/Industrial Valuation System, three or more years experience working as a staff commercial/industrial appraiser on a Massachusetts Mass Appraisal Projects will be considered Advantageous (3 points) ♦ Completion of fewer than three IAAO or equivalent appraisal examination courses including commercial and industrial courses and two or fewer years full time experience collecting commercial and data for input into a microcomputer based CAMA system in Massachusetts, two or fewer years experience working with the Marshall and Swift Commercial Industrial Valuation System, two or fewer years experience working as a staff Commercial/ Industrial appraiser on a Massachusetts Mass Appraisal projects 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 No formal commercial appraisal training (IAAO Course 2 or equivalent) and one year or less full time employment collecting commercial/industrial data for input into a micro computer based CAMA systems in Massachusetts and one or fewer years experience with the Marshall and Swift Commercial Industrial Valuation System, one or fewer years experience working as a staff commercial and industrial appraiser on Massachusetts Mass Appraisal projects will be considered as Does Not Meet minimum requirements (0 points and elimination from further consideration) 9. Timeline The Contractor will be expected to commence activities immediately upon award of the contract and to complete any and all required tasks no later than October 26, 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 14 of 29 Commercial, Industrial and Mixed Use 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 Acce tp ance: 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 15 of 29 Commercial, Industrial and Mixed Use 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 16 of 29 Commercial, Industrial and Mixed Use 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 17 of 29 Commercial, Industrial and Mixed Use 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 18 of 29 Commercial, Industrial and Mixed Use 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 19 of 29 Commercial, Industrial and Mixed Use 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 20 of 29 Commercial, Industrial and Mixed Use 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 21 of 29 Commercial, Industrial and Mixed Use 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 22 of 29 Commercial, Industrial and Mixed Use 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 23 of 29 Commercial, Industrial and Mixed Use 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 Date THE CONTRACTOR Company Name Signature Print Name & Title CERTIFICATION AS TO AVAILABILITY OF FUNDS: Town Accountant Date Date Town of North Andover RFP Page 24 of 29 Commercial, Industrial and Mixed Use Property Revaluation SUPPLEMENT "S" This form supplements the general provisions of the Contract between the Town of North Andover, and , which Contract is a contract for the procurement of services. "Services" shall mean furnishing of labor, time, or effort by the Contractor. This term shall not include employment agreements, collective bargaining agreements, or grant agreements. Change Orders: Change orders for contracts subject to Massachusetts General laws Chapter 30B may not increase the quantity of services by more than twenty-five (25%) per cent, in compliance with General Laws Chapter 30B, §13. Minimum Wage/Prevailing Wage; The Contractor will carry out the obligations of this Contract in full compliance with all of the requirements imposed by or pursuant to General Laws Chapter 151, §1, et seq. (Minimum Wage Law) and any executive orders, rules, regulations, and requirements of the Commonwealth of Massachusetts as they may from time to time be amended. The Contractor will at all times comply with the wage rates as determined by the Commissioner of the Department of Labor and Industries, under the provisions of General Laws Chapter 149, 26 to 27D (Prevailing Wage), as shall be in force and as amended. Insurance: The Contractor shall obtain and maintain the following insurance: 5.1 Workers Compensation Insurance of the scope and amount required by the laws of the Commonwealth of Massachusetts. 5.2.1 Broad Form Commercial General Liability coverage with limits of at least $1 Million per occurrence and $3 Million aggregate, and which shall cover bodily injury, death, or property damage arising out of the work. 5.3 Automobile Liability Coverage, including coverage for owned, hired, or borrowed vehicles with limits of at least $1 Million per person, and $1 Million per accident. 5.4 The intent of the Specifications regarding insurance is to specify minimum coverage and minimum limits of liability acceptable under the Contract. However, it shall be the Contractor's responsibility to purchase and maintain insurance of such character and in such amounts as will adequately protect it and the Town from and against all claims, damages, losses and expenses resulting from exposure to any casualty liability in the performance of the work. 5.5 All required insurance shall be certified by a duly authorized representative of the insurers on the "MIIA" or "ACORD" Certificate of Insurance form incorporated into and made a part of this agreement. Properly executed certificates signifying adequate Town of North Andover RFP Page 25 of 29 Commercial, Industrial and Mixed Use 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 Page 26 of 29 Commercial, Industrial and Mixed Use 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. 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 27 of 29 Commercial, Industrial and Mixed Use 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 28 of 29 Commercial, Industrial and Mixed Use Property Revaluation APPENDIX A - PRICE PROPOSAL Task Price per account with data entry of corrections, sketches, and digital photographs (where absent) on the Town's existing CAMA system Vacant Lots Condominiums Parcels with major improvements Other charges/expenses: 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 $ per account $ per account $ per account Town of North Andover RFP Page 29 of 29 Commercial, Industrial and Mixed Use Property Revaluation SPR Goads and Services Submit Confirmation State Publications ns anal 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: Ray Santilli Title: Assistant Town Manager Phone: 978-688-9516 Fax 978-688-9556 Email Address: rsantillintownofnorthandover.com Notify email address listed when final publish date assigned Address: (if different from above) Description The Town is seeking proposals from qualified vendors to list, code and value all commercial, industrial, and mixed use property in North Andover for implementation in FY2013 Contract Information Estimated Rate Duration Bid Release 02/02/2012 Release 11:00 a.m. Date Time Bid Deadline 02/23/2012 Deadline 2:00 p.m. Date Time Additional The complete Request for Proposals document will be available on the Information Town's website (www.townofnorthandover com)by clicking on 'Available Bids, Quotes and Proposals' This page can be printed for your records. Add Another Return To Menu; http://www. sec. state.ma.us/sprpublicforms/GS SubmitConfirmation.aspx?ID=5125 8 1/24/2012 Santilli, Ray From: REGS@sec. state. ma. us Sent: Wednesday, January 25, 2012 1:38 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 commercial, industrial and mixed use 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.ma.us/pre/preidx.litm. Please consider the environment before printing this email. AVON 1! Start Online Today! avonnh@aol.com 1-800-258-1815 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 511 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 &.Carpet Install Drywall Roofer Fence Builder Cabinet Maker Fire Alarm Technician "IVsi AWN 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 COLA license with minimum of 4 years experience & 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 r 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! /('To1. igh Chair & Playpen wn') Maroon floral & Singer sewing machine inet. All for $100/best . 978-683-4031 Town of North Andover is soliciting proposals from qualified companies to provide ser- vices for the listingi coding, valua- tion and final certification of all com- mercial, industrial, apartment (Class 111 and 112), and mixed use prop- erty in the Town of North Andover for . implementation 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 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 Leoncio 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 buildings thereon, situated in Law- rence, said Essex County, being shown as Lot #49 on Plan of Lots belonging to Mrs. Sarah D. Bodwell, dated February 3, 1916, H.H. Smith, C.E., and recorded with the North District of Essex Registry of Deeds, Book 5, Plan 272, and bounded and described 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 !i manual. $175. (978) 373-4224 411,14141 175 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 (1 28 cu. ft.) Cut, split & 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, 1 or 2 keys stuck. Take it away, North Andover. (978) 989-9823 TV: - FREE, 25" SONY TV, 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 "Loral" delivery area only and may be higher for an extended delivery area. TTTTTT 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 - 2/7/12 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 "JV/ Any Bedroom Set Full, Captains Table w/4 chairs, Futon, Whirlpool washer & dryer hardly used $1500 or best offer (978) 682-1066 BEDS - NEWH Twins $150, Fulls $175 Queens $199, Kings $325 - 5 -pc Bedroom set - New in Boxes $599, Bunk Beds, $199 603-566-3840 www.nhfurnfturedirect.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 tW USA Excellent condition. $850. 1 chin fee table with cedar lined drawers $50 OF Call (978) 922-2523 Vintage OAK TABLE : 42x42, extends to 6602 with pocket leaves -$500. COUCH 90 inches + LOVESEAT 65 inches, plaid, dusty mauve, blue green & beige -$350. FUTON: blond oak, beige cover -$250. (603) 469-2930 AFGHAN, QUEEN SIZE - blue, white Is 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 - 2/7/12 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, Hon. Mary Anne Sa- hagian, First Justice of this Court.. Date: January 31, 2012 Pamela Casey O'Brien Register of Probate ET - 2/7/12 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 III 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 (1 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 (1 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 as set 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 THE EAGLE -TRIBUNE * AMAZING! * New Queen Mattress COIN-OPERATED WASHING MACHINE, Set European Pillowtop. Still in plastic. Cost Kenmore, older model, runs great. $150 $1099 Sell $249 Can deliver 603-305-9763 (978) 397-2398 ARMOIRE/!V unit - 2 draws, cherry maple, per- fect condition, purchase for $1000 at Jordans, $350/best offer; Phillips 19" TV w/swivel stand $60/best offer; mirror w/gold in bamboo style frame, $15/best offer. 978- 535-2607 BED orthopedic 10" thick, pillowtop mattress & box. New in plastic Cost $1199; Queen $299; Full $280 King $450 can deliver 603-235-1773 BEDROOM SET 5 piece, dark pine, king water- bed bedroom set, in good condition. $300.00. i II also include a brand new, still in the box, firm, king mattress. 603-642-5974 BEDROOM Set, solid cherrywood sleigh, dresser, mirror, chest 5 nightstand. Newlin boxes. Cost $2300 sell $895 603-235-1773. BUNK BEDS This End Up Classic style, ladder end, 2 -draw under -bed unit, mattresses & bunkie boards, & linens. $1270 New MUST SELL $395.00 OR B/0. Call 978-697-2768. COFFEE TABLE, 3808, 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. flan Allen dining set with 2 leaves/4 ch 50 (978) 725,5290 leave message The North Andover SchoW-7 partment ('School') is so ng bids from qualified companies 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- northandoveccom) 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, if they determine that cancellation or rejection serves the best interest of the North Andover School Department. ET 2/7/12 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 & shaker style. Never installed. , Cost $6500; sell $1595.603-235-1695. OAK CABINET - Hand made, perfect for N, 302' 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. (978) 373-4224 REFRIGERATOR: GE white medium size, good condition, top & bottom $200. 978-687-1897, leave m p_oge full phone # , speak slowly TheTown 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 isoavailable 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 A PHASE I INITIAL SITE INVESTIGATION and TIER 11 CLASSIFICATION . MassDOT 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 - 2/7/12 . February 7, 2012 15 RINNAI TANKLESS WATER HEATER Direct vent natural gas water heater Model R98LSi includ- ing termination kit and inleUoutlet valve sys- tem. $900. Call Mike 617-686-3522. SONY PROJECTION TV, 52" - $150 Matching component stand - $75 (603) 329-7191 WASHER 5 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 5 Circular Saw, charger - no bat- tery, $165. Best Offers. (978) 655-1776 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. 1-888-405-2007 NOTICE OF MORTGAGEE'S SALE OF REAL ESTATE By virtue and in execution of the Power of Sale contained in a certain mortgage given by Jame's 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 Ian 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. Mi- 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, 2/7/12 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 North 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 ET -1 /24, 1/31, 2/7/12 . Tel. No. (508) 823-4567