New 2016 RFP Real Property and Verifications Services

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     TOWNSHIP OF MIDDLETOWNReal Property Data and

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    PUBLIC NOTICE

    TOWNSHIP OF MIDDLETOWNCOUNTY OF MONMOUTH

    Real Property Data and Verification Services

    NOTICE IS HEREBY GIVEN that sealed submissions ill be received by the Township Administratorof the Township of Middletown in the County of Monmouth, State of New Jersey onTuesday,March 29, 201 at 11:00 a.m., prevailing time, in the main conference room in the AdministrationBuilding, One Kings Highway, Middletown, New Jersey 07748 then publicly opened and readaloud forReal Property Data and Verification Services  in conformance with the Real PropertyAssessment Demonstration Program established pursuant to P.L. 2013, c. 15 (N.J.S.A. 54:1-101 etseq.).

     The ubmission requirements and selection criteria are on file and available in the MunicipalClerk’s Office during regular business hours or available on the Township’s website atwww.middletownnj.or . All bidders are required to provide a Business Registration Certificatepursuant to N.J.S.A. 52:32-44, a Certificate of Employee Information Report pursuant to N.J.S.A.10:5-31 and N.J.A.C. 17:27, submissions by corporations and partnerships shall included acompleted Disclosure of Ownership form pursuant to N.J.S.A. 52:25-24.2,complete a Non-Collusion Affidavit, and pro ide any other documents required by the bid specifications. The

     Township Committee reserves the right to reject any or all submissions due to any defects orwaive informalities and accept any submissions that in their judgment will be in the best interestof the Township. The Township Committee shall award the contract or reject all submissions nolater than 60 days from the date of receipt of the same.

    HEIDI BRUNT, RMC TOWNSHIP CLERK 

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    SUBMISSION INSTRUCTIONS & GENERAL REQUIREMENTS

    1. The Township of Middletown (“the Township”) is soliciting proposals for the provision ofReal Property and Data Verification Services in conformance with the Real Property

    Assessment Demonstration Progra established pursuant to P.L. 2013, c. 15 (N.J.S.A.54:1-101 et seq.).

    2. All proposals shall be submitted in a sealed envelope bearing the name and address ofthe applicant written on the face of the envelope, and be clearly marked“PROPOSA FORREAL PROPERTY ASSESSMENT SERVICES” addressed to:

     Township Administrator Township of MiddletownOne Kings HighwaMiddletown, New Jersey 07748

    3. All proposals shall be submitted no later than Tuesda , March 29, 2016 at 11:00 a.m.

    . All proposals shall be submitted including two (2) hard copies of the proposal shall besubmitted along with an electronic copy on a CD-ROM or standard USB flash drive inWord (2007 or later) or PDF file format.

    5. All proposals shall include, at a minimum, the name, address and all contact informationof the per on or firm making the proposal, a statement of qualifications, including allapplicable professional licenses held, a statement of experience in rendering suchprofessional services to public entities, references, and a proposal for compensation or aschedule of fees to be charged for such professional services in the manner provided

    herein.

    6. All proposals will be evaluated b the Township on the basis of the proposals deemed tobe most advantageous, with price and other factors being considered. The evaluation willconsider the following information, which should minimally be included in any proposal:

    a. Experience and reputation in the field of real property tax assessment,revaluation, reassessment, appraisin  or real property data collection and verification services for large local government entities, includingspecific references for the same.

    b. Availability of staff and financial resources required to achieve thepurposes of the Real Property Assessment Demonstration Programestablished pursuant to P.L. 2013, c. 15 (N.J.S.A. 54:1-101 et seq.), withthe ability to commence work immediately upon award of contract.

    c. Availability to accommodate meeting and related requests of the Township’s Tax Assessor, Deputy Assessor, Chief Financial Officer, andother Township officials, as needed.

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    d. Technological capabilities to acquire, enter, upload and transmitgathered real property data in a timely fashion pursuant to programrequirements and the real property assessment calendar.

    e. Pricing terms and conditions for a contract term of approximately three(3) year to terminate on December 31, 2018, with a one (1) yearrenewal option as set forth on the enclosed Pricing Terms Sheetformincluded herewith.

    7. Proposals must include information demonstrating the existence of insurance coveragefor liability, automobile and workers’ compensation in conformance with New Jersey law.Minimum general liability and automobile coverage must be $1,000,000 per occurrence,with a minimum of $250,000 of coverage for property damage. The Township must benamed as an additional insured on any insurance certificates provided demonstrating the

    above coverage requirements.

    9. Proposals received from any individualorentity which has previously failed to complete contracts within the time scheduled, or that have performed similar work in an unsatisfactory manner, may be rejected. Any firm or entity that is or was under a lawsuitin regard to a revaluation, reassessment or related real property data and verificationservices performed in the past five (5) years shall provide an explanation as to thecircumstances of said lawsuit. Failure to do so may be grounds for automaticrejection ofsaid proposal.

    10. It is the applicant’s responsibility to see that proposals are presented to the Township onthe hour and at the place designated. Proposals may be hand delivered or mailed;

    however, the Township disclaims any responsibility for proposals forwarded by regular orovernight mail. If the proposal is sent by overnight mail, the designation of the contractbeing sought must also appear on the outside of the delivery company envelope.Proposals received after the designated time and date will be returned unopened.

    11. The applicant understands and agrees that its proposal is submitted on the basis of therequirements prepared by the Township. The applicant accepts the obligation to becomefamiliar with these requirements. Applicants are expected to examine the requirementswith care and observe all their requirements. Ambiguities, errors or omissions noted byapplications should be promptly reported in writing to the Township Administrator. Inthe event the applicant fails to notify the Township of such ambiguities, errors or

    omissions, the applicant shall be bound by the proposal.

    12. No oral interpretation of the meaning of the specifications will be made to any applicant.Every request for an interpretation shall be in writing, addressed to the TownshipAdministrator. In order to be given consideration, written requests for interpretationmust be received at least seven (7) days prior to the date fixed for receipt of theproposals. Any and all such interpretations and any supplemental instructions will be inthe form of written addenda to the specifications, and will be distributed to all

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    prospective applicants, in accordance with N.J.S.A. 40A:11-23. All addenda so issued shallbecome part of the contract documents, and shall be acknowledged by the applicant inthe proposal. The Township’s interpretations or corrections thereof shall be final.

    13. If, through any cause, the successful applicant shall fail to fulfill in a timely and propermanner obligations under this contract or if the contractor shall violate any of therequirements of this contract, the Township shall thereupon have the right to terminatethis contract by giving written notice to the contractor of such termination and specifyingthe effective date of termination. Such termination shall relieve the Township of anyobligation for balances to the contractor of any sum or sums set forth in the contract.

    14. Notwithstanding the above, the contractor shall not be relieved of liability to the Township for damages sustained by the Township by virtue of any breach of the contractby the contractor and the Township may withhold any payments to the contractor for thepurpose of compensation until such time as the exact amount of the damage due the

     Township from the contractor is determined.

    15. The contractor agrees to indemnify and hold the Township harmless from any liability tosubcontractors/suppliers concerning payment for work performed or goods suppliedarising out of the lawful termination of the contract by the Township under this provision.

    16. In case of default by the successful applicant, the Township may procure the articles orservices from other sources and hold the successful applicant responsible for any excesscost occasioned thereby.

    17. The applicant shall represent and certify that no commissioner or employee of theMonmouth County Board of Taxation, employee of the County of Monmouth, assessor

    within the County of Monmouth, and no official or employee of the Township holds anyownership or other personally beneficial interest in the applicant’s entity.

    18. The applicant shall represent and certify that its members, employees,officers orstockholders do not represent any property owner or real property ta payer filing anappeal in the County of Monmouth, and acknowledges that it shall not be permitted todo so during the term of any contract for these services that the entity is awarded by the

     Township.

    19. The applicant shall represent and acknowledge that should a contract be entered withthe Township; it may not be amended or altered in any fashion without express written

    consent through a formal action of the Township’s governing body.

    20. The applicant shall represent and acknowledge that should a contract be entered withthe Township; it may not subcontract out any functions required to be performed underthe contract without such arrangements being fully disclosed in its proposal, or laterbeing authorized by express written consent through a formal action of the Township’sgoverning body. If authorized, the applicant will be responsible for any and all workprovided or conducted by its subcontractors.

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    21. Should a contract be entered with the Township, the applicant may be paid for workcompleted on a monthly basis upon presentment of necessary invoices and purchasesorders subject to the review and approval of the Township’s Tax Assessor.

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    STATUTORY AND OTHER REQUIREMENTS

    A. Mandatory Affirmative Action Certification

    No firm may be issued a contract unless it complies with the affirmative action regulations ofN.J.S.A.

     

    10:5-32 et seq. (P.L. 1975, c.127).

    1. Procurement, Professional and Service Contracts All successful vendors must submit, withinseven days after the receipt of the notice of intent to award the contract or the receipt of thecontract, one of the following:

    a. A photocopy of a valid letter for an approved Federal AffirmativeAction Plan (good for one year from the date of the letter), or

    b. A photocopy of an approved Certificate of Employee Information

    Report, or

    c. If the vendor has none of the above, the public agency isrequired to provide the vendor with an initial Affirmative ActionEmployee Information Report (AA-302).

    B. Stockholder Disclosure

    Chapter 33 of the Public Laws of 1977 provides that no corporation or partnership shall beawarded any contract for the performance of any work or the furnishing of any materials orsupplies, unless, prior to the receipt of the proposal or accompanying the proposal of saidcorporation or partnership, there is submitted a statement setting forth the names and addresse

    of all stockholders in the corporation or partnership who own ten percent or more of its stock ofany class, or of all individual partners in the partnership who own a ten percent or greaterinterest therein. Form of Statement shall be completed and attached to the proposal.

    C. Non-Collusion Affidavit

     The Non-Collusion Affidavit, which is part of these specifications, shall be properly executed andsubmitted with the proposal.

    D. New Jersey Business Registration Requirements Non-Construction Contracts  –  The Contractorshall provide written notice to its subcontractors of the responsibility to submit proof of

    business registration to the contractor.

    Before final payment on the contract is made by the contracting agency, the Contractor shallsubmit an accurate list and proof of business registration of each subcontractor or supplied usedin the fulfillment of the contract, or shall attest that no subcontractors were used.

    For the term of the Contract, the contractor and each of its affiliates and subcontractor and eachof its affiliates (N.J.S.A. 52:32-44 (g)(3)) shall collect and remit to the Director, New Jersey Division

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    of Taxation, the use tax due pursuant to the Sales and use Tax Act on all sales of tangible personalproperty delivered into this State, regardless of whether the tangible property is intended for acontract with a contracting agency.

    A business organization that fails to provide a copy of a business registration as required pursuantto Section 1 of P.L. 2001, c 134 (N.J.S.A. 52:32-44 et al) or subsection e. or f. of section 91 of P.L.1977, c. 110 (N.J.S.A. 5:12-92), or that provides false business registration information under therequirements of either of those sections, shall be liable for a penalty of $25 or each day ofviolation, not to exceed $50,000 for each business registration copy not properly provided undera contract with a contracting agency.

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    DETAILED DESCRIPTION OF PROFESSIONAL INSPECTION& DATA COLLECTION SERVICES REQUIRED

    A. General Requirements

    1. Immediately upon award of contract, the Company agrees to develop and execute acomplete program for the collection and verification of all data used for real properttax assessment purposes associated with real properties located with the Townshipas set forth in the line item count below to be performed in accordance with therequirements of the Real Property Assessment Demonstration Program establishedpursuant to P.L. 2013, c. 15 (N.J.S.A. 54:1-101 et seq.) utilized in Monmouth County,New Jerse and the specifications required herein, which shall become part of thecontract documents.

    2015 Line Item Count

    a. Class 1 Vacant Land 979b. Class 2 Residential (4 family or less) 22,439c. Class 3 Farm Regular 100d. Class 3B Farm Qualified 148e. Class 4 Commercial 59f. Class 4B Industrial 1g. Class 4C Apartments/Mutlifamil 1h. Class 1S Exempt Public School 43i. Class 1S Exempt Public 675. Class 1S Exempt Charitable 105k. Class 1SE Exempt Cemeteries 23l. Class 1SF Exempt Miscellaneou 127

    TOTAL LINE ITEMS 25,248

    201 Line Item Counta. Class 1 Vacant Land 996b. Class 2 Residential (4 family or less) 22,468c. Class 3 Farm Regular 101d. Class 3B Farm Qualified 146e. Class 4 Commercial 591f. Class 4B Industrial 1g. Class 4C Apartments/Mutlifamil 1h. Class 1S Exempt Public School 43

    i. Class 1S Exempt Public 675. Class 1S Exempt Charitable 105k. Class 1SE Exempt Cemeteries 23l. Class 1SF Exempt Miscellaneou 127TOTAL LINE ITEMS 25,290

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    2. The Company’s inspections of the above line items must be conducted in accordancewith the Real Property Assessment Demonstration Program established under P.L.2013, c. 15 (N.J.S.A. 54:1-101 et seq.) pursuant to the implementation schedule ofthe Monmouth County Board of Taxation with the consent of the New Jersey Division

    of Taxation for the purpose of establishing an“Annual Qualified Reassessment to onehundred (100%) of marker value” established, in part, utilizing data gathered fromconducting annual internal inspections of twenty percent (20%) of the Township’slisted properties. Unles  authorized by the  Township’s Assessor, the requirement  of the “5-year 20  internal inspection  program” as associated with the “Annual Qualified Reassessment” shall be the same a  that which i  required for revaluation firm  under N.J.A.C. 18:12-4.8 a  it pertains to internal inspections and digital photography.

    a. At this time, only one (1) year of this five (5) yea inspection cycle has beencompleted. Accordingly, during the calendar year 2016 the Company must

    be prepared to immediately conduct two (2) full inspection cycles consistingof forty percent (40%) of the Township’s line items. Accordingly, the annualinspection, collection and data verification schedule shall be as follows:

    i. 2016 –  Inspection and verification of 40%of line items.a.2015 inspection data anticipated by August 31, 2016.b.2016 inspection data anticipated by December 31, 2016.

    ii. 2017 –  Inspection and verification of 20%of line items.a.2017 inspection data anticipated by August 1, 2017.

    iii. 2018 –  Inspection and verification of 20%of line items.

    a.2018 inspection data anticipated by August 1, 2018.

    3. The Assessment Demonstration Program requires the following schedule bemaintained for the Township’  Tax Assessor, which the Company shall acknowledgeand understand is important to collect and verify as much data as possible to beutilized to ensure the accuracy of the Assessor’s Annual Reassessment.

    a. Assessing Date October 1b. Reassessment Completion October 23c. Preliminary Certification to the Tax Board November 1d. Assessment Notices Mailed November 15

    4. The Compan ’s personnel managing and supervising the contract must have at leastfive (5) years of practical and extensive experience in the collection and verificationof real property assessment-related data for the purposes of mass appraisal. Further,all field personnel must have a minimum of seventy-five (75) hours of in servicetraining for the purposes of collecting such data.

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    5. The Compan must provide sufficient qualified personnel to annually meet theprogram’s schedule for inspections to retrieve the necessary data used for realproperty tax assessment purposes, including at least one (1) qualified supervisor forevery six (6) field data collectors. At least one (1) member of the field team must be

    capable of and designated to conduct inspections of commercial properties. Thesupervisor(s) must also be readily available to Township’s Tax Assessor, with anychanges in supervisory personnel being approved by the Township’s Tax Assessor.

    6. No field inspections shall take place until all personnel have submitted to backgroundinvestigations including a National Criminal Information Center (NCIC) report review,driver’s license review, and provide the Township’s Tax Assessor and PoliceDepartment with all driver’s license numbers, vehicle make and model, and licenseplate information to be used while gathering data. All background checks shall beconducted at the Company’s sole expense and shall be conducted on a continuingbasis as personnel change.

    7. Any members of the Company working in the field shall carry wearable identificationcards in a form approved by the Township’s Tax Assessor. All personnel conductinginspections or otherwise gathering data in the field must wear the approvedidentification card and present themselves in a neat and clean manner whileconducting their duties in a professional and courteous manner.

    8. The Company’s supervisor(s) shall instruct all field personnel to avoid unnecessarycommunications while conducting inspections and gathering data. Field personnelare strictly forbidden from discussing value, appraisal methodology, or discussingmunicipal taxation or budgetar matters while conducting inspections or gatheringdata. All field personnel shall direct such questions to the Township’s Tax Assessor

    only.

    9. The Company is responsible for the provision of its own office space, equipment andfurnishings necessary to perform under the contract. The Company shall alsoprovide adequate phone and email access during the pendency of the program toaddress inquiries and scheduling issues with taxpayers or their representatives.

    10. The Company and its employees shall endeavor to promote understanding andamicable relations with taxpayers and the general public. The Company and the

     Township will collecti ely work to orient and educate the public on the assessmentdemonstration program. Any information materials shall be subject to review by the

     Township’s Tax Assessor prior to public release.

    11. The Township shall provide the Company with current tax maps and an electroniccopy of the Township’s MODIV data set of current property records for all propertieslisted in the Township, including the block, lot, owner’s name, address, propertylocation and classification.

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    B. Property Inspection

    1. At least fourteen (14) days prior to any inspections commencing, the Company, at its

    own expense, shall notify the current owners on file for each property within the Township that the Company will be conducting inspections of every property within adesignated area of the Township between certain designated dates. The letter must state that each propert  will be subject toan interior and exterior inspection andthat there will be no further warning prior tothe first inspection of the property. 

     The letter will also state the nature o the inspection and provide contact information of the Compan   to field an  specific questions pertaining  to the actual inspection.  Thi  said letter must be approved b  the Assessor prior tobeing mailed.

    2. The Company is responsible for the inspection and verification of one hundred

    percent (100%) of exteriors and sixty-five percent (65%) of interiors. Refused entries,however, shall be excluded fro the count to arrive at the percentage of full  inspected properties required. A careful inspection of each parcel shall be made after 9:00 a.m. but before 7:00 p.m. on an  day, Monda  through Saturday. Inspections ma  be scheduled with taxpayer’  an  day of the week, includin  Sunda  a  lon  a  the taxpayer agree  tothe appointment time and day.

    3. If   the owner/occupant i  not available at the time o the  first inspection, a callin  card or “door tag” approved b  the  Township’  Assessor shall be  left  in a conspicuou  place (not in a mailbox) indicating that the field inspector hasattempted visits and request  the owner/occupant to arrange for an interior inspection b  either calling the telephone number provided or through  the 

    Company’s  Internet-based appointment registration website. Thi  card shall include information advisin  that  the assessment data will be estimated asrequired by law unles  an interior inspection i  arranged.

    4. In case  where no entr  i  possible after two attempt  or an owner/occupant refuse  toeither set an appointment or allo  entry to the premises, the Compan  shall make reasonable estimate  of that property listing usin  standards promulgated b   the New Jerse  Division of Taxation.  In no event shall a card be left requesting the owner/occupant to fill in information. The Compan  shall notify the  Township’s Assessor  in writing of these refusals and estimation  by a monthl  report.

    5.  The Compan  shall  immediatel  notif    the  Township’  Assessor of any propertie  discovered not to be on the current ta  list so a  to permit adequate time to place an added/omitted assessment on the propert  so that all propertie  properl  appear upon the Official Municipal Tax List.

    6. All properties within the  Township must be inspected, measured and sketched, regardless of the class. When collecting assessment data, the Company shall record

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    thetypeof constructionb componentpart suchas,butnotnecessaril limitedto:foundation, basement area, wall construction, roof, floors, interior finish,heatinsystem, fireplaces, plumbing, fixtures, number of rooms, actual and effective age,physical condition,physical, functional andeconomicdepreciation and/or

    appreciation, if applicable,general qualityof construction.

    7. Each property data enumerator shall record the name or code of the person makingthe inspection and the date of the inspection as well as the signature of the occupantverifying that an interior inspection has been conducted. Actual interior inspectionof all structures on the property is required, and at no time shall the propertyowner’s description be accepted in lieu of inspection. The signature of the partypresent at the time of the inspection shall be requested and be a part of theinspection documentation.

    8. All records gathered and developed in the process of conducting inspection and data

    verification service shall solel be property of the Township. On an annual basis, upon conclusion of all property inspection  and acceptable revisions, the Compan  shall meet with the Assessor to finalize all aspect  of thi  project.  Thepurpose of this meetin  shall be to transmit to the custod  o the Assessor the original o all record  and computations o the Company pertaining to any data collection of propert  in the  Township if  not previousl  requested and received. No material shall be retained b  the Company.

    C. Submission of Work 

    1. Periodicall  throughout this project, a  data i  collected and verified b  the Company's supervisor(s), the Compan  shall enter the data into the computer 

    system.  Said computer system must be compatible with Micro Systems ta  assessment software, and must contain MODI and CAM file  information forentering and use or must totally converted at the Company’  expense and  then submit a hard cop of the computerized data  to the  Township’  Assessor forreview.  An  cost relative to thi  provision i  at  the exclusive expense of the Company. Said verification of compatibilit  of syste  shall be demonstrated before the project is started and signed offb  the Municipality'  Assessor.

    2.  TheCompan  shall include real propert  identification material on properly labeled individual propert  record card  in a format acceptable to and approved b  the 

     Township’s Assessor.  Distinct property record cards (i.e., color) for each of the

    four classification  ofreal property shall be provided.

    3.  The information to be entered onthe propert  record card for each propert  (no matter the class) shall include, but not necessaril  be limited to: (a) a scaled sketch ofthe exterior buildin  dimensions; (b) notations ofsignificant buildin  components; (c) land and buildin  characteristic  and valuation, includin  number o units; and (d)identification of  the person makin   the inspection and whether an interior inspection wa  obtained.

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    4.  The Compan  shall be responsible  for the data collection and verification of all construction within the designated properties for each year. Ifa building i  under construction at the time of the field investigation, a notation tothat effect shall be placed on the computerized appraisal system in order that it can be retrieved in an 

    expeditiou  manner for further review.

    5. At the discretion of the  Township’  Assessor, the Compan  shall provide completed propert  record cards filed in sequence b  bloc  and lot numbers forall taxable and exempt properties.  Propert  record file  shall include all supportin  data and documentation, if any.

    D. Data Requirements

     Thedata collection of all properties must be computer generated so that  the data can be integrated into  the computer mas  appraisal system (CAMA). Compatibility of  an  computer syste  used in the proces  of accomplishin  thi  revaluation must be demonstrated prior to the awarding of   this Contract. The Township currently uses and will continue touse Micro Systems NJ ta  assessment software. It shall be the Company’sexclusive responsibility to ensure compatible and actual operation ofan  computer system that the Compan  ma  use. The Real Propert  Appraisal Manual of Ne  Jersey, 

     Third Edition, Volume  I and II and an  update  must he computerized for the purpose of generatin  computer data file  forresidential and commercialproperties. No distribution of any materials, with the exception ofthe MODI tape a  required b  the state, shall be permitted.

    E. Digital Photography

    Ne digital photograph  will be taken b  the Company, at it  own expense, for all propertie , nomatter the class usin  the Monmouth Count  photo namin  convention forfile indexing. Photographs shall be properl  and correctl  identified using a digital, colorcamera and shall he prepared using equipment that allow  for the inclusion of the date and filename oneach photograph. Photographs shall be attached to the MODIV andCAMA files foreach property. Additionall ,  residential or commercial structure  on the same parcel shall be separatel  photographed.

    F. Residential Data Collection

    For the appraisal of residential properties, the  Third Edition of the New Jerse  Real 

    Propert  Appraisal Manual shall be utilized.  Residential schedule  shall contain all variation  of all type  of wall construction, roofs, floors, heating, air-conditioning, plumbing, fireplaces, interior finish, finished attics, dormers, finished basements, built-ins, multi-family homes, decks, patios, porches, pier  and garages Physical, functional and economicdepreciation and/or appreciation observed b  an  data collector must be  recorded separatel  on the data  file and explained in writin  for each property.

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    G. Commercial, Industrial and Apartment Data Collection

    For the appraisal of commercial, industrial and apartment properties, the  Third Edition of the New Jerse  Real Propert  Appraisal Manual shall be utilized when finalizing the value usin  the costapproach. Site improvements such a  fencing, lighting, docks, and paving are to be recorded a  accessor  items. Physical, functional, and economic depreciation and/or appreciation observed b  a enumerator collectingdata must be recorded separatel  on the data file and · explained in writing for each propert  when applicable.

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    PROPOSAL FORM

    Date: ______________________________ 

    Primary Contact: ________________________________________________________ 

    Company Name: _________________________________________________________ 

    Address: _________________________________________________________________ 

    Phone: __________________________________ 

    Email: __________________________________

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    CHECK LIST OF REQUIRED DOCUMENTS

    The following items are required submissions in this proposal package:

    Initial

    Proposal Form  ____ 

    Checklist of Required Documents (sign below)  ____ 

    Proposal Acknowledgement Form  ____ 

    Disclosure of Ownership  ____ 

    Aff idavit of Non-Collusion  ____ 

    Affirmative Action Certification or Report  ____ 

    Applicant and Sub-Applicant Business Registration Certificate (s)  ____ 

    Pricing Term Sheet  ____ 

    Exhibit A to Proposed Contract – Mandatory Equal Opportunity Language  ____ 

    Exhibit B to Proposed Contract – Mandatory ADA Language  ____ 

    EACH REQUIRED ITEM MUST BE INITIALED ON THIS FORM IN THE SPACE PROVIDED.THIS CHECKLIST MUST BE SIGNED AND SUBMITTED WITH THE PROPOSAL PACKAGE.

     ______________________________________ ______________________________ COMPANY/APPLICANT’S NAME AUTHORIZED SIGNATURE

     ______________________________________ ______________________________ DATE NAME (PRINT) TITLE

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    PROPOSAL ACKNOWLEDGMENT FORM

     Theundersigned declares that they have carefully examined and fully understands the Information for Applicants, Specifications and other documents herein referred to and agrees to

    furnish and deliver all materials and to perform all work in accordance with the contractdocument provided by the Township for its Real Property Data and Verification ServicesProgram.

     ____________________________________ Applicant’s Name

     ____________________________________ Authorized Signature

     ____________________________________ Print Name

     ____________________________________  Title

     ____________________________________  Telephone

     ____________________________________ E-Mail Addres

    Witness or Attest:

     ______________________________________ Signature

     ______________________________________ Print Name(If Corporation, affix Corporate Seal)

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    DISCLOSURE OF OWNERSHIPN.J.S.A. 52:25-24.0 (P.L. 1977, c.33)

    Check One:

    [ ] I certify that the list below contains the names and addresses of all stockholderholding 10% or more of the issues and outstanding stock of the undersigned.

    [ ] I certify that no one stockholder owns 10% or more of the issued and outstandinstock of the undersigned.

    LEGAL NAME OF APPLICANT:

    _____________________________________________________

    [ ] Limited Partnership[ ] Subchapter S Corporation[ ] Limited Liability Compan[  ] Partnership[  ] Corporation (Profit or Non-Profit)[  ] Sole Proprietorship[  ] Limited Liability Partnership[  ] Other ________________________________ 

    Complete if the applicant/respondent is one of the three (3) types or corporations:

    Date Incorporated: ___________________ Where Incorporated: ___________________ 

    Business Address:

     _____________________________________________________________________________ Street Address City State Zip

     _____________________________________________________________________________  Telephone Number Fax Number

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    Listed below are the names and addresses of all stockholders, partners or individuals whoown ten percent (10%) or more of its stock of any classes, or who own ten percent (10%) or

    greater interest therein.

    Full Name of Individual Address of Individual Share (%) Owned

    1. ________________________________________________________________________ 

    2. ________________________________________________________________________ 

    3. ________________________________________________________________________ 

    Notes:1. Attach additional sheets in this format, if necessary.2. If an organization is show as a greater than ten percent (10 ) ownership, attach a similarbreakdown of their/its individual owners.

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    AFFIDAVIT OF NON-COLLUSION

     The undersigned, being duly worn according to law, deposes and says:

    1. I reside at

     ____________________________________________________________________ 

    2. The name of the within applicant is

     ____________________________________________________________________ 

    3. I executed the said proposal on behalf of the applicant with full authority to do so.

    4. The applicant has not directly or indirectly entered into any agreement, participated in any

    collusion or otherwise taken any action in restraint of free competitive proposal in connectionwith the contract.

    5. All statements contained in thi Proposal and in this Affidavit are true and correct and weremade with the full knowledge that the Township, its officers and employees, relies upon the truthof the statements therein made in awarding the above-named contract.

    6. I further warrant that no person or selling agency has been employed or retained to solicit orservice such contract upon an agreement or understanding for a commission, percentage,brokerage or contingent fee, except bona fide employees of or bona fide established commercialselling agencies maintained by the applicant.

    Sworn and subscribed to:

    Before me on this ____ day of __________________, 2016

     ____________________________________ Signature of Applicant

     ____________________________________ Print Name

     ______________________________________ Signature of Notar

     ______________________________________ Print Name

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    AFFIRMATIVE ACTION CERTIFICATIONP.L. 1975, C. 127 (N.J.A.C. 17:27)

    If awarded a contract, all procurement and service contractors will be required to compl with

    the requirements of P.L. 1975, C.127, (N.J.A.C. 17:27). Within seven (7) days after receipt of thenotification of intent to award the contract or receipt of the contract, whichever is sooner, thecontractor should present one of the following to the Purchasing Agent: (1) A photocopy of avalid letter from the U.S. Department of Labor that the contractor has an existing federally-approved or sanctioned Affirmative Action Plan (good for one year from the date of the letter);OR (2) A photocopy of approved Certificate of Employee Information Report; OR (3) AnAffirmative Action Employee Information Report (Form AA302).

    All successful construction contractors must submit within three days of the signing of thecontract an Initial Project Workforce Report (AA201) for any contract award that meets orexceeds the Public Agency bid threshold (available upon request).

    NO FIRM MAY BE ISSUED A CONTRACT UNLESS IT COMPLIES WITH THE AFFIRMATIVE ACTIONREGULATIONS OF P.L. 1975, C. 127.

     The following questions must be answered by all applicants:

    1. Do you have a federally-approved or sanctioned Affirmative Action Program?

     YES _____ NO _____ 

    If Yes, please submit a copy of such approval.

    2. Do you have a Certificate of Employee Information Report Approval?

     YES _____ NO _____ 

    If yes, please submit a copy of such certificate.

     The undersigned contractor certifies that he is aware of the commitment to comply with therequirements of P.L. 1975, c.127 and agrees to furnish the required documentation pursuant tothe law. Note: A contractor’s proposal must be rejected as non-responsive if a contractor fails to  comply with requirements of P.L. 1975, c.127, within the time frame.

     ________________________________ _________________________________ Applicant’s Name Title

     ________________________________ _________________________________ Authorized Signature Telephone

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    PRICING TERM SHEET

    Please provide a cost proposal to the Township for the proposed data collection and verificationservices to be gathered by way of internal inspections under the requirement  of the “5-year 

    20  internal inspection  program” associated with the “Annual Qualified Reassessment” whichshall be the same a  i  required for revaluation firm  under N.J.A.C. 18:12-4.8 as it pertain  tointernal inspections and digital photography. At this time, only one (1) year of this five (5) yearinspection program has been completed, accordingly two inspection cycles shall take place in2016, with one (1) cycle to take place in 2017, and one (1) in 2018.

    Class 1 Vacant Land $_____ per parcel

    Class 2 Residential (4 family or less) $_____ per parcel

    Class 3 Farm Regular $_____ per parcel

    Class 3B Farm Qualified $_____ per parcel

    Class 4A Commercial $_____ per parcel

    Class 4B Industrial $_____ per parcel

    Class 4C Apartments/Mutlifamil $_____ per parcel

    Class 1S Exempt Public School $_____ per parcel

    Class 1S Exempt Public $_____ per parcel

    Class 1SD Exempt Charitable $_____ per parcel

    Class 1SE Exempt Cemeteries $_____ per parcel

    Class 1SF Exempt Miscellaneou $_____ per parcel

    TOTAL ESTIMATED COST FOR 80%OF LINE ITEMSInitial Ter to end on December 31, 2018

    $_______________

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     The undersigned declares that they have carefully examined and fully understand thespecifications for the provision of the Real Property Data and Verification Services Program forthe Township and hereby agrees to furnish and deliver all materials and to perform all services inaccordance with the contract documents provided by the Township for the prices per parcel set

    forth above during the duration of the contract if awarded in accordance herewith.

     ____________________________________ Applicant’s Name

     ____________________________________ Authorized Signature

     ____________________________________ Print Name

     ____________________________________  Title

     ____________________________________  Telephone

     ____________________________________ E-Mail Addres

    Witness or Attest:

     ______________________________________ Signature

     ______________________________________ Print Name(If Corporation, affix Corporate Seal)

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    EXHIBIT

    MANDATORY EQUAL EMPLOYMENT OPPORTUNITY LANGUAGEN.J.S.A. 10:5-31 et seq. (P.L. 1975, C. 127) and N.J.A.C. 17:27

    GOODS, PROFESSIONAL SERVICE AND GENERAL SERVICE CONTRACTS

    During the performance of this contract, the contractor agrees as follows:

     The contractor or subcontractor, where applicable, will not discriminate against anyemployee or applicant for employment because of age, race, creed, color, national origin,ancestry, marital status, affectional or sexual orientation, gender identity or expression, disability,nationality or sex. Except with respect to affectional or sexual orientation and gender identity orexpression, the contractor will take affirmative action to ensure that such applicants are recruitedand employed, and that employees are treated during employment, without regard to their age,

    race, creed, color, national origin, ancestry, marital status, affectional or sexual orientation,gender identity or expression, disability, nationality or sex. Such action shall include, but not belimited to the following: employment, upgrading, demotion, or transfer; recruitment orrecruitment advertising; layoff or termination; rates of pay or other forms of compensation; andselection for training, including apprenticeship. The contractor agrees to post in conspicuousplaces, available to employees and applicants for employment, notices to be provided by thePublic Agency Compliance Officer setting forth provisions of this nondiscrimination clause.

     The contractor or subcontractor, where applicable will, in all solicitations oradvertisements for employees placed by or on behalf of the contractor, state that all qualifiedapplicants will receive consideration for employment without regard to age, race, creed, color,national origin, ancestry, marital status, affectional or sexual orientation, gender identity or

    expression, disability, nationality or sex.

     The contractor or subcontractor, where applicable, will send to each labor union orrepresentative or workers with which it has a collective bargaining agreement or other contractor understanding, a notice, to be provided by the agency contracting officer advising the laborunion or workers' representative of the contractor's commitments under this act and shall postcopies of the notice in conspicuous places available to employees and applicants for employment.

     The contractor or subcontractor, where applicable, agrees to comply with any regulationspromulgated by the Treasurer pursuant to N.J.S.A. 10:5-31 et seq., as amended andsupplemented from time to time and the Americans with Disabilities Act.

     The contractor or subcontractor agrees to make good faith efforts to employ minority andwomen workers consistent with the applicable county employment goals established inaccordance with N.J.A.C. l7:27-5.2, or a binding determination of the applicable countyemployment goals determined by the Division, pursuant to N.J.A.C. 17:27-5.2.

     The contractor or subcontractor agrees to inform in writing its appropriate recruitmentagencies including, but not limited to, employment agencies, placement bureaus, colleges,

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    universities, labor unions, that it does not discriminate on the basis of age, creed, color, nationalorigin, ancestry, marital status, affectional or sexual orientation, gender identity or expression,disability, nationality or sex, and that it will discontinue the use of any recruitment agency whichengages in direct or indirect discriminatory practices.

     The contractor or subcontractor agrees to revise any of its testing procedures, if necessary,to assure that all personnel testing conforms with the principles of job-related testing, asestablished by the statutes and court decisions of the State of New Jersey and as established byapplicable Federal law and applicable Federal court decisions.

    In conforming with the applicable employment goals, the contractor or subcontractoragrees to review all procedures relating to transfer, upgrading, downgrading and layoff to ensurethat all such actions are taken without regard to age, creed, color, national origin, ancestry,marital status, affectional or sexual orientation, gender identity or expression, disability,nationality or sex, consistent with the statutes and court decisions of the State of New Jersey, and

    applicable Federal law and applicable Federal court decisions.

     The contractor shall submit to the public agency, after notification of award but prior toexecution of a goods and services contract, one of the following three documents:

    Letter of Federal Affirmative Action Plan Approval

    Certificate of Employee Information Report

    Employee Information Report Form AA302

     The contractor and its subcontractors shall furnish such reports or other documents to the

    Div. of Contract Compliance & EEO as may be requested by the office from time to time in orderto carry out the purposes of these regulations, and public agencies shall furnish such informationas may be requested by the Div. of Contract Compliance & EEO for conducting a complianceinvestigation pursuant toSubchapter 10 of the Administrative Code at N.J.A.C. 17:27 .

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    EXHIBIT B

    Americans with Disabilities Act Mandatory LanguageEqual Opportunity for Individuals with Disabilities

     The contractor and the Township of Middletown (hereinafter the“ Township”) do hereby agreethat the provisions of Title II of the Americans with Disabilities Act of 1990 (the “Act”), 42 U.S.C.§12101 et seq., which prohibits discrimination on the basis of disability by public entities in all

    services, programs, and activities provided or made available by public entities and the rules andregulations promulgated pursuant thereunto, are made a part of this contract. In providing anyaid, benefit, or service on behalf of the Township pursuant to this contract, the contractor agreesthat the performance shall be in strict compliance with the Act. In the event that the contractor,its agents, servants, employees or subcontractors violate or are alleged to have violated the Actduring the performance of this contract, the contractor shall defend the Township in any actionor administrative proceeding commenced pursuant to this Act. The contractor shall indemnify,

    protect, and save harmless the Township, its agents, servants, and employees from and againstany and all suits, claims, losses, demands or damages of whatever kind or nature arising out of orclaimed to arise out of the alleged violation. The contractor shall, at its own expense, appear,defend and pay any and all charges for legal services and any and all costs and other expensesarising from such action or administrative proceeding or incurred in connection therewith. In anyand all complaints brought pursuant to the Township’s grievance procedure, the contractoragrees to abide by any decision of the Township which is rendered pursuant to said grievanceprocedure. If any action or administrative proceeding results in an award of damages against the

     Township or if the Township incurs any expense to cure a violation of the ADA which has beenbrought pursuant to its grievance procedure, the contractor shall satisfy and discharge the sameat its own expense.

     The Township shall, as soon as practicable after a claim has been made against it, give writtennotice thereof to the contractor along with full and complete particulars of the claim. If anyaction or administrative proceeding is brought against the Township or any of its agents, servantsand employees, the Township shall expeditiously forward or have forwarded to the contractorevery demand, complaint, notice, summons, pleading, or other process received by the Townshipor its representatives.

    It is expressly agreed and understood that any approval by the Township of the services providedby the contractor pursuant to this contract will not relieve the contractor of the obligation tocomply with the Act and to defend, indemnify, protect, and save harmless the Township pursuantto this paragraph.

    It is further agreed and understood that the Township assumes no obligation to indemnify orsave harmless the contractor, its agents, servants, employees and subcontractors for any claimwhich may arise out of their performance of this Agreement. Furthermore, the contractorexpressly understands and agrees that the provisions of this indemnification clause shall in noway limit the contractor’s obligations assumed in this agreement, nor shall they be construed torelieve the contractor from any liability, nor preclude the Township from taking any other actionsavailable to it under any other provisions of this agreement or otherwise at law.