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HomeMy WebLinkAboutContract #: 1385 - From: 11-24-2020 To: 06-30-2021 - Real Estate Research Consultants, Inc. - Assessor TOWN OF NORTH ANDOVER STANDARD SHORT FORM CONTRACT DOCUMENT CONTRACT NO: Contractor Legal Name: Town Department Name: Real Estate Research Consultants,Inc. Town of North Andover Contractor Address-. Mailing Address: 1538 Turnpike Street 120 Main Street North Andover,MA 01845 North Andover,MA 01845 Contractor Vendor ID. Rate(if applicable): 94 Not to exceed$25,700 Contract start date: Contract End Date: November 24,2020 June 30,2026 Description of Scope(Attach support documentation) See attached personal property maintenance contract. Contract Signatures: Approved as to the availability—of ALL REQUIRED DOCUMENTS AGREES TO PROVIDE THE appropriations ATTACHED GOODS OR SERVICES AS INDICATED IN ACCORDANCE In the amount of WITH THESE CONTRACT DOCUMENTS AS DEFINED IN S—a54- _ THE NORTH ANDOVER STANDARD CONTRACT GENERAL CONDITIONS Fin c Director- Department Iflead: Cortractor- A^'r Signature Signaturree Signature grol) 1". Title: 5­ Date: t—ok Date: Date: To" Town Counsel: Signature ,Signature Date. Agreement Between The Town of North Andover and Real Estate Research Consultants, Inc. FISCAL YEAR 2022 PERSONAL PROPERTY MAINTENANCE CONTRACT This Agreement is made and entered into this i 1 "10" day of t/vol e"ItX! by and between the Town of North Andover (hereinafter referred to as the Municipality) and Real Estate Research Consultants, Inc., a Massachusetts corporation (hereinafter referred to as the Company) whose principal place of business is 1538 Turnpike Street, North Andover, Massachusetts 01845, telephone number (978) 6811991. In consideration of the mutual covenants and agreements hereinafter set forth, the parties agree as follows: 1. GENERAL REQUIREMENTS AND SCOPE OF SERVICES The Company will develop and implement an revaluation program for locally assessed personal property in the Municipality, as of January 1, 2021. All valuation performed shall be in compliance with the General Laws of the Commonwealth of Massachusetts. These services shall be provided in accordance with all of the provisions of this Agreement. A. The Company shall list and value new and select existing personal property accounts in the Municipality at their Fair Market Value, provided that the Municipality shall have final approval of all values. On these personal property accounts, a complete and individual inventory listing will be made of all taxable personal property at each site. This listing will contain sufficient detail so that an independent offsite value determination may be made. For each account of taxable personal property, the Company will list, and provide the following information: 1. The owner's legal name 2. Business name 4. Tax Billing Address 3. Business Address 5. Type of Business 6. Telephone number 7. Type of Corporation 8. Tax Status Code 9. Account number 10. Date of onsite inspection 11. Name of company representative who conducted the onsite inspection. 12. Complete list of each inventory item which is assessable and taxable as personal property. Included by item shall be the appropriate coding for valuation purposes. 13. Valuation breakdown of accounts by the following categories: A. Inventory B. Furniture and Fixtures C. Machinery and Equipment D. Underground Utilities E. Animals F. Other B. The Company, at the direction of the Municipality, shall verify and inspect all accounts taxable or nontaxable and shall state the reason for any account classified as nontaxable. C. All appraisals will be as of January 1, 2021 and shall reflect the status of all personal property as of that date. The Company acknowledges that the Municipality intends to use the values determined hereinunder in setting the tax rate for Fiscal 2022. 2. DELIVERABLE ITEMS Fair Market Values shall be generated by the Company through the listing and coding of the select personal property accounts in the Municipality and will include all work sheets from field inspections. 3. COMPENSATION In consideration of the services to be performed under this Agreement and the materials and equipment to be furnished by the Company, the Municipality agrees to reimburse RRC at the following rates: Discovery and File Maintenance 9 days @ $600.00 per day = $5,400 Account Listing and Valuation 300 accts @ $56.00 per Account = $16,800 Wireless and Cable Review and Valuation $2,000 Total Cost $24,200 Additionally, the annual software support will be billed in June at the rate of $1,500.00. 4. PAYMENT TERMS The Company shall receive payments in monthly installments upon the receipt of the invoice of the Company, beginning as the work is performed. Monthly payments may be withheld by the Municipality at any payment date, provided that the progress and quality of the work is unsatisfactory according to good appraisal practice and notice of the amounts to be withheld is sent in writing to the Company within ten (10) working days after the billing. The making of payments at the time they respectively fall due shall be considered as the essence of this Agreement, and in case of failure to do so, or in case the Municipality shall fail to make any other payment, the Company shall have the right to cancel this Agreement by giving the Municipality ten (10) days written notice of such termination stating the reason or reasons therefor. 5. OWNERSHIP OF INFORMATION A. All information acquired by the Company from the municipality, or from others at the expense of the municipality, in the performance of this Agreement shall be and remain the property of the municipality. This includes all records, data files, computer records, work sheets, deliverable products complete and incomplete, and all other types of information prepared or acquired by the Company in the performance of this Agreement. B. The Company agrees that it will use this information only as required in the performance of this Agreement and will not, before or after the completion of this Agreement, otherwise use said information, nor copy nor reproduce the same in any form, except pursuant to the sole written instructions of the assessors. The Company further agrees to return said information to the Municipality promptly at its request in what ever form it is maintained by the Company. C. The Company agrees to take reasonable steps to ensure the security of the information under its control. 6. DATA COLLECTION The Municipality shall supply suitable work space to the Company and use of the telephone. The Company shall have the sole responsibility for hiring and training data collection personnel. 7. SUPPLIES All supplies required to complete all work will be provided by the Company. 8. CONFLICT OF INTEREST A. The Company agrees that to the extent that such law is applicable to the duties it is to perform hereunder, it will comply with the provisions of Chapter 268A of the General Laws concerning conflict of interest and that it presently has no interest and shall not acquire any interest, direct or indirect, which would conflict in any manner or degree with the services required to be performed under this Agreement. B. No officer, member or employee of the Commonwealth and no public official of the governing body of the locality or localities in which this Agreement shall be performed who exercises any function or responsibilities in the review or approval of the undertaking or carrying out of this Agreement shall: 1. Participate in any decision relating to this Agreement which affects his personal interest or the interest of any corporation, partnership, or association in which he is, directly or indirectly interested; or 2. Have any financial interest, direct or indirect, in this Agreement or the proceeds thereof. C. The Company shall not contract with or employ an assessor, selectmen or executive or financial officer of the municipality to perform any of the services under this Agreement. 9. CONFIDENTIALITY OF TAX INFORMATION The Company shall comply with the provisions of Massachusetts General Laws Chapter 62C, Section 21 and regulations promulgated there under 830 CMR 62C 21, governing the confidentiality of tax information. 10. NOTICES Unless otherwise specified, any notice hereunder shall be in writing and shall be deemed given when delivered to either party or deposited in the U.S. Mail, postage prepaid and addressed as follows: To The Municipality: Board of Assessors 120 Main Street North Andover, Massachusetts 01845 To The Company: Real Estate Research Consultants, Inc. 1538 Turnpike Street North Andover, Massachusetts 01845 11. RELATIONSHIP OF PARTIES In performing services pursuant to this Agreement, the Company is performing solely in the capaTown of an independent contractor and is not an employee or agent of the municipality. The Company does not undertake by this Agreement or otherwise to perform any obligation of the municipality, whether regulatory or contractual, and the municipality shall not be bound under any contract, without the express written consent of the municipality. 12. EMPLOYMENT REQUIREMENTS All project personnel must be approved by the municipality prior to being employed for the project and will be required to carry an identification card while on project business. This I.D. card will contain the employee's photograph, personal description, and the signatures of the assessors. This card will be surrendered to the assessors upon termination of the employee or upon completion of the project. In Witness Whereof, Real Estate Research Consultants, Inc. and The Town of North Andover have caused this contract to be executed by their duly authorized officers. Town of North Andovgr: By: Title: Dater„ By Title: 45 Date: dM . ;,wxw y: Title: Date: By: Title: Date: -rn .: By: Brian J. tier, Date: L/ 17