RMS request for proposal - Easton, Massachusetts...A pre-proposal conference is scheduled for Thursday, September 25th, 2014 at 10:00 AM at Oakes Ames Memorial Hall, 3 Barrows Street,

OAKES AMES MEMORIAL HALL ASSOCIATION, INC.

REQUEST FOR PROPOSALS

FOR

HISTORIC BUILDING

COMPREHENSIVE NEEDS ASSESSMENT AND

PRIORITIZED TREATMENT PLAN FOR

OAKES AMES MEMORIAL HALL

Procurement Contact:

Wayne Beitler, Town of Easton

508-230-0645

[email protected]

Responses Due

October 9, 2014

No later than 3:00 PM

Oakes Ames Memorial Hall – Comprehensive Needs Assessment RFP

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Table of Contents

1. INTRODUCTION ............................................................................................................... 3

2. PRE-PROPOSAL CONFERENCE/BRIEFING .................................................................. 4

3. SUBMISSION DEADLINE AND INSTRUCTIONS......................................................... 4

4. QUESTIONS OR ADDENDUM ........................................................................................ 5

5. MODIFICATIONS TO PROPOSAL .................................................................................. 5

6. SCOPE OF WORK .............................................................................................................. 5

7. MINIMUM CRITERIA/QUALIFICATIONS................................................................... 11

8. COMPARATIVE EVALUATION CRITERIA ................................................................ 11

9. TIMELINE ......................................................................................................................... 13

10. METHOD FOR AWARD.................................................................................................. 14

11. TECHNICAL PROPOSAL REQUIREMENTS ............................................................... 14

Attachments

Attachment A Required Forms

Attachment B Sample Contract

Attachment C Phase Cost Breakdown


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REQUEST FOR PROPOSALS

OAKES AMES MEMORIAL HALL HISTORIC BUILDING COMPREHENSIVE NEEDS

ASSESSMENT AND PRIORITIZED TREATMENT PLAN

1. INTRODUCTION

The Oakes Ames Memorial Hall Association Inc. owns and maintains Oakes Ames Memorial Hall. The

Hall is a National Historic Landmark and is an important contributing resource to Easton’s Ames Local

Historic District. Completed in 1881, the building is one of five structures in Easton designed by

architect H. H. Richardson. The Hall is a memorial to Easton native Oakes Ames who was prominent in

the building of the transcontinental railroad. In accordance with the founder’s intent the building is held

in trust and managed by the Association for the benefit of the “Inhabitants of Easton.” Oakes Ames

Memorial Hall has operated for 130 years as a public gathering place. It was designed to accommodate

town meetings, lectures, events and performances and continues to serve the residents of Easton in that

capacity as a venue for functions, classes, theater, meetings, celebrations, and religious services. The

surrounding landscape – as well as the nearby Rockery memorial cairn – was designed by Frederick

Law Olmsted.

The Association’s Board of Trustees is seeking proposals for the services of a qualified and experienced

architectural and/or engineering firm to provide a comprehensive assessment of Oakes Ames Memorial

Hall. Significant rehabilitation work on the north façade and the tower has been completed in recent

years, some of the windows have been restored, some of the mechanical systems have been updated, and

some analysis has been done on the building’s brownstone components.

Material investigations conducted at the Hall include a 2001 Brownstone Study by Einhorn Yaffe

Prescott Architects & Engineers, Building and Monument Conservation and Stone Products Consultants,

and a conditions survey of architectural, structural and mechanical conditions in 2010 by Menders,

Torrey & Spencer, Inc. These studies, which will be made available upon request, describe and illustrate

the deficiencies of the building at those times.

In recent years the Board of Trustees and supporters at Town Hall and elsewhere in the community have

concluded the Hall requires a comprehensive assessment to understand the building’s near- and long-

term needs, to create a phased and coordinated plan to rehabilitate the Hall, and to secure public and

private funding and support.

The results of this study will become the basis for a long term prioritized and phased rehabilitation

project. Qualified firms are requested to submit their proposals to Wayne Beitler in the Town of

Easton’s Department of Planning & Community Development, who is tracking and coordinating RFP

responses on behalf of the Oakes Ames Memorial Hall Board of Trustees.

This study is funded in part by a grant from the Massachusetts Preservation Projects Fund administered

by the Massachusetts Historical Commission (MHC). Additional funding will be provided by a

Community Preservation Act grant from the Town of Easton. The guidelines and regulations of both

funding sources will apply to this project. A contract with a consultant will not be executed until a

contract is signed with MHC (anticipated mid-October 2014) and funding is authorized with the Town

(anticipated mid-November 2014).


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The deadline for the RFP submittal is 3:00 PM on Thursday, October 9th

, 2014. Proposals shall be

mailed or delivered to:

Wayne Beitler, Community Planner

Department of Planning & Community Development, Easton Town Offices

136 Elm Street

Easton, MA 02356

508-230-0645

The Oakes Ames Memorial Hall Association Inc. Board of Trustees may cancel this RFP or reject in

whole or in part any and all proposals, if it is determined that cancellation or rejection serves the best

interests of the Association.

2. PRE-PROPOSAL CONFERENCE/BRIEFING

A pre-proposal conference is scheduled for Thursday, September 25th

, 2014 at 10:00 AM at Oakes Ames

Memorial Hall, 3 Barrows Street, North Easton, MA 02356. This pre-proposal conference will include a

tour of the building. The purpose of the pre-proposal conference is to assist prospective firms in the

interpretation of the Request for Proposals and other technical and contractual matters. Attendance at

this conference is not mandatory, but is highly recommended.

3. SUBMISSION DEADLINE AND INSTRUCTIONS

All proposals must be endorsed with the name and business address of the Proposer and submitted in a

sealed envelope clearly marked "SEALED NON-PRICE PROPOSAL – Oakes Ames Memorial Hall

Comprehensive Needs Assessment”. Price proposals must be submitted in a separate sealed envelope

clearly marked “SEALED PRICE PROPOSAL – Oakes Ames Memorial Hall Comprehensive Needs

Assessment”.

Sealed proposals will be received until 3:00 PM, Thursday October 9th

, 2014. Any proposals received

after the specified time will not be accepted.

Please use this checklist to ensure you have included all required submittals with your proposal.

All proposals shall include:

Six (6) copies of a completed Non-Price Proposal in a separate envelope labeled "SEALED

NON-PRICE PROPOSAL – Oakes Ames Memorial Hall Comprehensive Needs Assessment”

One (1) PDF of copy of the Non-Price Proposal (on CD, DVD, thumb drive)

Two (2) copies of the Price Proposal (including Price Proposal to produce this Comprehensive

Needs Assessment Price Proposal to produce construction-ready plans and specifications and

manage construction for recommended project phases and Price Proposal to produce a Use and

Programming Plan) in a separate envelope labeled “SEALED PRICE PROPOSAL – Oakes

Ames Memorial Hall Comprehensive Needs Assessment”

A completed and signed proposal signature and addenda acknowledgement page.

A completed and signed non-collusion affidavit.


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A completed and signed affidavit of compliance.

A completed and signed attestation of taxes.

All other documentation as listed under Technical Proposal Requirements.

4. QUESTIONS OR ADDENDUM

Questions concerning this RFP must be submitted in writing to: Wayne Beitler, Department of Planning

& Community Development, Town Offices, 136 Elm Street, Easton, MA 02356, in accordance with the

instruction contained within this RFP. Or they may be emailed to [email protected]. All

questions/inquiries must be received by 12:00 PM on Tuesday, September 30th

, 2014 to be considered.

If any changes are to be made to this RFP, an addendum will be issued. Addenda will be emailed,

mailed, or faxed to all bidders on record as having picked up the RFP.

5. MODIFICATIONS TO PROPOSAL

A vendor may correct, modify, or withdraw a proposal by written notice received by the Association

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

Purpose:

The major objectives of this Historic Building Comprehensive Needs Assessment and Prioritized

Treatment Plan are to create a detailed conditions assessment with treatment recommendations in order

to identify the requirements and associated costs to preserve, rehabilitate, and maintain Oakes Ames

Memorial Hall. The work must balance the importance of preserving the property’s historic architectural

details and cultural heritage with providing for the functional operation of the Hall.

The design team hired for this project will initially record the existing conditions of the Oakes Ames

Memorial Hall. Following documentation, the design team will evaluate the condition of the

architectural fabric, assess the condition of the structural and mechanical systems and develop treatment

recommendations consistent with the use and historic integrity of the property. The consultant will

provide costs estimates for immediate, short term, and long term architectural and mechanical repairs/

renovations.

The Comprehensive Needs Assessment and Treatment Plan will provide a clearer understanding of

Oakes Ames Memorial Hall by accomplishing the following:

Evaluate the condition of the architectural fabric, structural systems and site;

Outline short-, medium-, and long-term preservation and rehabilitation priorities for the Hall

given the use and historical integrity of the property, with the various sub-projects grouped

mailto:[email protected]


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and sequenced so as to facilitate discrete phases of work that can be carried out as funds are

secured;

Establish a prioritized maintenance schedule for Oakes Ames Memorial Hall, with

recommendations for proceeding in a historically-responsible manner.

This Plan also will aid in securing funding for each proposed phase of work and should be created with

that in mind.

1) The successful firm will perform an architectural and structural assessment of the exterior and

interior of the building and its components and of its materials, finishes, and mechanical systems,

(and identifying hazardous materials, if any), including but not limited to MAAB and ADA

access and building code improvement requirements (as under780 CMR and 521 CMR), as well

as an assessment of the grounds and landscaping and the means of access, including stairs,

walkways, driveways, parking areas, and lighting. This may require limited destructive testing

after approval by the Association – investigating the source of water leaks behind plaster and

paneling, for example.

2) The successful firm will prepare prioritized recommendations for building and site rehabilitation

and restoration, including but not limited to MAAB and ADA access and building code

improvement requirements (as under780 CMR and 521 CMR), with those recommendations

grouped so as to allow the work to proceed in discrete, coherent phases, and an estimated budget

for each phase.

3) The successful firm will prepare a schedule of cyclical and longer-term maintenance and

replacement recommendations, with an estimated budget for each recommendation.

4) Submitted separately from the technical specifications as a response to this RFP will be proposed

costs to develop construction-ready plans and specifications and to manage construction for the

recommended rehabilitation phases.

5) The successful firm will prepare specifications outlining the steps to produce and the

components of a use and programming plan, and an estimated budget to obtain such a plan,

which may or may not be pursued by the Association as a separately funded project.

Firms shall detail in their proposal any additional items which will be included in the assessment and

recommendations, and items (if any) which will be excluded from the assessment and recommendations.

Firms should provide a general description of the methodology and/or level of detail for each of the

major component elements to be assessed and for the grouping and prioritization of the rehabilitation

recommendations.

The successful firm will meet periodically with both the Association and with representatives of relevant

Town boards and departments during the course of this project. The successful firm may be expected to

present and explain its rehabilitation recommendations to prospective funders, including to the general

public at Town Meeting.


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The Association will make available previous reports, building plans and documentation (where

available), and recent work order history to the successful firm.

Description of Work:

The current scope of work involves the development of a Historic Building Comprehensive Needs

Assessment and Prioritized Treatment Plan for Oakes Ames Memorial Hall.

PHASE I: ARCHITECTURAL/ STRUCTURAL ANALYSIS AND CONDITIONS SURVEY

Conduct an architectural and structural analysis of the structure’s interior, exterior, and site.

The survey must include an assessment of the grounds, landscaping, and access points, including

stairs, walkways, driveways, parking areas, and lighting.

As part of the overall building analysis, perform a paint analysis with prior approvals from the

local project coordinator.

Evaluate all structural systems of the Hall (foundations, walls, roof, etc.)

Identify the features, materials and finishes that are character-defining and therefore significant,

and which must be preserved in the course of any work completed on the building.

Documentation should include digital color photographs.

Provide a complete narrative description of existing exterior and interior conditions, materials,

and construction methods including digital photographs. This description should include both

significant and non-significant features of the building.

Documentation and assessment of the building should include written, photographic and physical

(in-situ) evidence of the chronology of construction, alterations and use history and architecture

of the structure including expansion and restoration phases.

Provide a narrative summary of the changes in the Hall’s material details, structural

modifications, and uses over time, with images and schematic drawings and plans as appropriate.

The assessment must include a description of the condition of building materials, elements, and

systems, and causes for deterioration, and a discussion of materials testing and analysis (if

performed).

Provide digital images of all elevations.

Assess the current fire detection, mechanical, plumbing, HVAC, and electrical systems.

Analysis should address building code compliance, however, considering the age, use, and

historic fabric, that it may be impractical or unnecessary to make the structure entirely building

code compliant.


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Assess building for Universal Accessibility requirements in accordance with the guidelines

established by the Massachusetts Architectural Access Board (MAAB) and the Americans with

Disabilities Act (ADA).

PHASE II: PRIORITIZED TREATMENT AND WORK RECOMMENDATIONS

Develop plans for both exterior and interior rehabilitation alternatives that reflect present code

requirements with associated budgets. The various options presented should be in accordance

with the guidelines established by the Massachusetts Architectural Access Board (MAAB) and

the Americans with Disabilities Act.

Provide a complete narrative description and rationale for the recommended treatment and how it

meets the project goals for use of the building.

Provide an outline of the laws, regulations, and functional requirements that is applicable to the

recommended work areas (e.g., life safety, fire protection, energy conservation, and hazardous

materials abatement.)

Address building code analysis of existing structure including existing MAAB/ ADA evaluation,

keeping in mind the age, current use, and historic fabric and provide conceptual plans for future

compliance.

Present recommended tasks to realize the proposed treatment approach; evaluate proposed

solutions, and describe specific recommendations for work, including alternate solutions, if

appropriate.

Provide cost estimates for repair/ restoration based upon (1) basic, (2) minimal, and (3) optimal

treatment recommendations with an emphasis on historic preservation.

Prepare a prioritized treatment recommendation list according to immediate (1-2 years), short

term (3-5 years), and long term (beyond 5 years) needs, with the various sub-projects grouped

and sequenced so as to facilitate discrete phases of work that can be carried out as funds are

secured.

Treatment recommendations should include improvements to fire detection, mechanical,

plumbing, HVAC, and electrical systems.

PHASE III: CONSTRUCTION DOCUMENTS

In consultation with Oakes Ames Memorial Hall Association, Inc., the Massachusetts Historical

Commission, and the Town, the consultant shall prepare outline construction plans and

specifications for all proposed immediate work (1-2 years) and selected improvements to

accessibility.


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Prepare conceptual plans for short-term (3-5 years) repairs and selected accessibility

improvements.

Suggest appropriate project phasing and priorities for future work.

PHASE IV: CYCLICAL MAINTENANCE PLAN

Develop a prioritized list of recurring maintenance procedures with corresponding time and

intervals for the building that are designed to prevent future damage to the integrity of the

structure and the associated cyclical maintenance costs for these procedures.

PHASE V: DRAFT REVIEW AND CONSULTATION

Meet with MHC staff, Town staff, and the Hall’s Local Project Coordinator for review of the

draft Needs Assessment and Prioritized Treatment Plan along with construction documents.

Draft review must be conducted at 90% completion.

PHASE VI: FINAL HISTORIC BUILDING NEEDS ASSESSMENT AND PRIORITIZED

TREATMENT PLAN REPORT AND CONSTRUCTION DOCUMENTS

Deliver final Historic Building Needs Assessment and Prioritized Treatment Plan Report.

Report must include an estimated budget for immediate (1-2 years), short term (3-5 years, and

long term recommendations, with the various sub-projects grouped and sequenced so as to

facilitate discrete phases of work that can be carried out as funds are secured.

In consultation with the Oaks Ames Memorial Hall Association, Inc., the Massachusetts

Historical Commission, and the Town, the consultant shall prepare detailed construction plans

and specifications of the structure based upon the prioritized treatment recommendation list of

immediate recommendations and selected improvements to accessibility. The plans should

include material required for the solicitation of competitive bids including required bid forms

and documents, contract forms, and conditions of the contract.

Report must include outlined plans and specifications for short term (3-5 years) and long term

recommendations.

Final Products:

A total of ten (10) final reports: three (3) bound originals and four (4) copies of one complete report with

reduced plans; two (2) bound originals (minus construction documents) with two (2) separate sets of

construction documents (bound project manual and standard size plan), and one (1) unbound original

with construction documents shall be submitted to the Oakes Ames Memorial Hall Association, Inc.,

along with one electronic copy.


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Two additional sets of construction plans must be standard sheet size. All conceptual plans are to be

drawn at no less than 1/8” = 1’ scale and architectural plans are to be drawn at no less than ¼” = 1’ scale

and one set should be reproducible.

The final report shall include executive summary, methodology, description of project, architectural/

structural analysis and conditions survey, treatment recommendations, construction documents and

specifications, a cyclical maintenance plan for all of the above-mentioned work, bibliography,

photographs, and any conceptual plans.

Photographs used for documentation are to be 4” x 6” in size (color) and are to have labels that include

building name, location of subject, and date. Consultant shall also provide two photos of the installed

MHC project sign as well as two 8” x 10” (from two different angels) and one 3 1/2 “ x 5” B&W record

shot photos of the structure. As part of this project scope, the consultant shall assist with a public

presentation at an appropriate time after the assessment is complete and with public presentations for the

approval and funding of the immediate recommendations.

7. PROPOSAL REQUIREMENTS

Any proposal that fails to include any of the information below will be rejected as unresponsive and will

not be afforded a complete review by the Selection Committee.

A. The identity of the individual, partnership or corporation applying for contract award and

credentials of the personnel who would actually perform the work, as well as their managers, and

the nature of the supervision. State the responsibilities of each of the project personnel. If the

consultant intends to sub-contract the photography or any other work required in the scope of

services, the sub-contractor must be identified. Sample work products are required for all

personnel. This item is a major determinant in assessing the proposer’s qualifications and will be

incorporated as a condition in the contract to be awarded.

B. An applicant qualifications statement, including professional qualifications and work experience

attesting to capacity to perform the required work program. Include resume(s), detailing

academic and professional work experience attesting to capacity to perform the required work

program. Resumes are required for all project personnel. Proposers must meet the following

minimum criteria:

a. Bachelor's Degree in Historic Preservation, Architectural History, History, Art

History or a closely related field and at least two years full-time experience in an area

relevant to the project; or

b. Master's Degree in Historic Preservation, Architectural History, History, Art History

or a closely related field.

C. A detailed explanation of the proposer’s approach to this project: methodology, demonstrated

understanding of the scope of work and completion deadline, and the proposer’s expectations of


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assistance and services from the client. A technical work plan and project timeline for

accomplishing the tasks described in the scope of services must be provided.

D. A client reference list, with names, addresses, telephone numbers, and email addresses (if

available) especially for clients for whom the proposer has performed similar services within the

past five (5) years.

E. A final project report/product from a similar project conducted by the Company within the past

five (5) years.

F. Any other information deemed relevant to the project, and which the proposer believes will

further the competitiveness of the proposal.

G. Required forms (see attachments)

H. Completed Attachment C: Phased Cost Breakdown. Consultants must complete Attachment C:

Phased Cost Breakdown Form. Project fees must be provided for each of the phases of work as

described in the Scope of Work. Fees shown shall include all costs and expenses (copying,

mileage, photographs, etc.,) to complete the work defined in the Scope of Work section of this

RFP.

8. MINIMUM CRITERIA/QUALIFICATIONS

Each firm must demonstrate that it meets the following minimum qualifications:

1. Vendor shall have a minimum of ten (10) years’ experience in performing the work described in

this RFP.

2. Vendor shall demonstrate successful completion of at least three conditions assessments for

National Register-listed properties.

3. Vendor shall submit a complete list of all contracts performed in the past ten (10) years that are

similar in scope to this project with contact names and telephone numbers.

4. Vendor shall submit a minimum of three (3) references of contracts performed that are similar in

scope to this project with contact names and telephone numbers.

5. Vendor includes a project manager who has a minimum of five (5) years’ experience in

performing the work described in this RFP and is a registered professional engineer or architect.

6. Vendor team shall include both a registered professional engineer and a registered professional

architect.

7. Submission of separate and sealed proposal and pricing sheet.

8. Submission of required statements and forms.

9. COMPARATIVE EVALUATION CRITERIA

All proposals meeting the minimum criteria/qualifications will be evaluated based upon the specific

comparative evaluation criteria. The following point schedule will be utilized:


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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.

1. Vendor’s experience working on similar projects

Vendor having experience working on five (5) or more projects similar to the work described

in this RFP will be considered Highly Advantageous (5 points)

Vendor having experience working on three (3) or more but less than five (5) projects similar

to the work described in this RFP will be considered Advantageous (3 points)

Vendor having experience working on one (1) or more but less than three (3) projects similar

to the work described in this RFP will be considered Least Advantageous (1 point)

Vendor having no experience working on projects similar to the work described in this RFP

will be considered as Does Not Meet minimum requirements (0 points and elimination from

further consideration)

2. Vendor’s experience in supporting public relations and fundraising efforts

Vendor having experience working on five (5) or more projects similar to the work described

in this RFP will be considered Highly Advantageous (5 points)

Vendor having experience working on three (3) or more but less than five (5) projects similar

to the work described in this RFP will be considered Advantageous (3 points)

Vendor having experience working on one (1) or more but less than three (3) projects similar

to the work described in this RFP will be considered Least Advantageous (1 point)

Vendor having no experience working on projects similar to the work described in this RFP

will be considered as Does Not Meet minimum requirements (0 points and elimination from

further consideration)

3. Evaluation of the proposed plan

A proposal that contains a clear and comprehensive plan that addresses all of the project

objectives stated in the RFP will be considered Highly Advantageous (5 points)

A proposal that contains a clear plan that addresses most of the project objectives stated in

the RFP will be considered Advantageous (3 points)

A proposal that does not contain a clear plan that addresses most of the project objectives

stated in the RFP will be considered Least Advantageous (1 point).

4. Assigned Project Manager’s years of experience

Assigned Project Manager having a minimum of five (5) years’ experience in performing the

work described in this RFP and is a registered professional architect or engineer will be

considered Highly Advantageous (5 points)

Assigned Project Manager having less than five (5) years but more than three (3) years’

experience in performing the work described in this RFP and is a registered professional

architect or engineer will be considered Advantageous (3 points)


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Assigned Project Manager having less than three (3) years but more than one (1) years’

experience in performing the work described in this RFP and is a registered professional

architect or engineer will be considered Least Advantageous (1 point)

Assigned Project Manager has less than one year experience in performing the work

described in this RFP will be considered as Does Not Meet minimum requirements (0 points

and elimination from further consideration)

5. Assigned Staff

Staff assigned to this project from engineering and/or materials conservation and/or

architectural disciplines having an individual minimum of five (5) years’ experience will be

considered Highly Advantageous (5 points)


architectural disciplines having individually less than five (5) years but more than three (3)

years’ experience will be considered Advantageous (3 points)


architectural disciplines having individually less than three (3) years but more than one (1)

years’ experience will be considered Least Advantageous (1 point)


architectural disciplines having individually less than one year experience will be considered

as Does Not Meet minimum requirements (0 points and elimination from further

consideration)

10. TIMELINE

The Association intends to use this Assessment Plan to secure public and private funding for each phase

of work, and plans to request funding for this Assessment Plan at a Special Town Meeting in November

2014. Upon awarding of the contract, the firm and the Association will develop and agree to a

scheduled plan that includes milestones and dates for completing reports, presentations, and other

related activities.

The schedule for this solicitation is as follows:

After Tuesday, September 9th

, 2014 – Begin advertising RFP on listservs & local newspapers,

and sending to prospects

Thursday, September 25th

, 2014 at 10:00 AM – Pre-Proposal Conference/Briefing – at Oakes

Ames Memorial Hall, 3 Barrows Street, North Easton, MA 02356

Tuesday, September 30th

, 2014, by 12:00 PM – Deadline for Written Questions/Inquiries

Thursday, October 9th

, 2014, by 3:00 PM – Proposals Due

Review and contract award dates are approximate and subject to change:

October 2014 - Review of proposals and selection ranking of proposals.


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October 2014 - Interview selected firms

October 2014 - Recommendation to Board of Trustees

November 2014 – Execute Contract with consultant (following confirmation of funding by Town

and signing of contract with MHC)

11. 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. The fee for the

work will be negotiated with the highest ranked firm.

The Association will select any number of qualified respondents to interview and/or to make a

presentation further explaining the submitted proposal. The Association also reserves the right to contact

any submitter in order to clarify any aspect of the submitted proposal.

12. TECHNICAL PROPOSAL REQUIREMENTS

1. Response to RFP

Describe in narrative form the Consultant's approach and technical plan for accomplishing

the work listed above. The Consultant shall provide a detailed summary of how the Project

will be accomplished in accordance with the RFP, including describing an overall approach

to performing the work.

2. Team

Provide names and complete résumés for all professional members of the Consultant's and

sub-consultant's (if any) team. Each member's educational background and professional

experience shall be provided. Special skills should be summarized. Identify the person(s)

who will be the Project Manager(s) with ultimate responsibility for the work. Team members

must be available throughout the duration of the project to actively participate.

3. Similar Experience

The proposal shall provide details of experience and past performance of the Consultant and

members of the team on comparable work for non-profit and government entities. This

section should cover, as a minimum, the substantive nature of comparable engagements, the

experience of members of the team in working successfully in matters of similar complexity

and the record of the members of the Consultant's team for timely performance. Consultants

are requested to give sufficient information of their experience to permit the Town to

understand and verify the exact nature of contribution to other projects and entities.

4. Schedule

Identify the specific schedule you propose to follow in completing the tasks and benchmarks

for evaluating progress.

5. Competing Commitments


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Consultants shall discuss the means by which adequate and timely attention to this

engagement will be assured.

6. References

Provide the names, titles and telephone numbers of three persons who can substantiate the

Consultant's summary of qualifications and the Project Manager and team members

experience relevant to this project. Indicate the linkage between the persons listed and the

professional work of the Consultant.

7. Detailed Cost Proposal

The Consultant shall provide a detailed cost proposal identifying the work to be performed

and the contractor or subcontractor responsible for said work. The proposal shall also identify

the person hours by task, including personnel, for each section and subsection.

8. Additional Forms

The following forms must be completed and submitted with the non-price proposal:

-Collusion Affidavit


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ATTACHMENT A

REQUIRED FORMS


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PROPOSAL SIGNATURE AND ADDENDA ACKNOWLEDGEMENT

Having fully examined, read, and in understanding of the specifications for this job and being familiar

with all of the conditions surrounding the proposed work, including any addenda for which receipt of is

acknowledged below, the undersigned proposes to complete all work as specified in this request for

proposals.

This proposal includes addenda numbered: __________________________________

Signature for Individual

________________________________ _____________________________

Name of Company Telephone Number

________________________________ _____________________________

Name and Title of Individual Authorized to Sign Fax Number

________________________________ _____________________________

Signature Date

Signature for Partnerships (must be signed by ALL general partners)

________________________________ _____________________________

Name of Partnership Date

________________________________ _____________________________

Name and Title of Partner Signature

________________________________ _____________________________


________________________________ _____________________________


________________________________ _____________________________

Telephone Number of Company Offices Fax Number of Company Offices

Use additional sheet if necessary


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PROPOSAL SIGNATURE AND ADDENDA ACKNOWLEDGEMENT - CONTINUED

Signatures for Corporation

________________________________ _____________________________

Name of Corporation Date

________________________________ _____________________________

Name and Title of Duly Authorized Company Signature

Officer

Corporate Seal (affix below)

________________________________

Telephone Number

________________________________

Fax Number

________________________________

Signature of Clerk

Please furnish the following additional information:

Incorporated in what state? ____________________

President: __________________________________

Treasurer:__________________________________

Secretary: _________________________________

If you are a foreign (out of state) corporation, are you registered with the Secretary of the

Commonwealth in accordance with the provisions of M.G.L. Chapter 181? ____________

If you are selected for this work, you are required, under M.G.L. Chapter 30 §391, to obtain from

the Secretary of State, Foreign Corporation Section, a certificate stating that your corporation is

registered, and to furnish said certificate to the Association before award.


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NON-COLLUSION AFFIDAVIT

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 any natural person, business, partnership, corporation, union,

committee, club, or other organization, entity, or group of individuals.

_________________________________________

Signature of individual submitting bid or proposal

_________________________________________

Name of Company

_________________________________________

Date


Page 20

AFFIDAVIT OF COMPLIANCE

_________ Massachusetts Corporation

_________ Foreign Corporation

_________ Non-Profit Corporation

_________ Partnership

_________ Sole Proprietorship *

Name of Corporation _________________________________________

Address _________________________________________

_________________________________________

As President, or authorized company officer, of the above named corporation, I do hereby certify that

the above named corporation has filed with the State Secretary all certificates and annual reports

required by M.G.L. Chapter156B §109 and by Chapter 181 §4

Signed under the penalties of perjury this __________ day of __________________, ________

____________________________________________________________

Signature and Title of Authorized Company Officer

Corporate Seal (affix below):

*If a sole proprietorship, you must indicate your status as a sole proprietorship; the person signing this

bid shall be deemed to be the sole proprietor and legal entity for the purpose of this bid and contract.


Page 21

ATTESTATION OF TAXES

I hereby certify, under the penalties of perjury, that, to the best of my knowledge and belief, I am in

compliance with all the laws of the Commonwealth relating to taxes, reporting of employees and

contractors, and withholding and remitting child support.

_________________________________________________

Signature and Title of Authorized Company Officer

_______________________________

Date

Corporate Seal (affix below):


Page 22

ATTACHMENT B

SAMPLE CONTRACT

Sample Contract template attached – to be edited / completed upon selection of successful firm.


Page 23

ATTACHMENT C

SEPARATE AND SEALED PRICE PROPOSAL /

PHASED COST BREAKDOWN FORM

The undersigned hereby submits a price proposal to perform the services outlined in the Request for

Proposals for the Historic Building Needs Assessment and Prioritized Treatment Plan for Oakes Ames

Memorial Hall.

Consultant:

Address:

The CONSULTANT hereby pledges to deliver the complete scope of services required, for the rates and

charges shown below:

PROFESSIONAL SERVICES, Hourly Rate:

Estimated cost to complete the project:

Phase I:

Phase II:

Phase III:

Phase IV:

TOTAL:

Estimated cost to provide the following additional services:

Development of construction-ready plans and specifications as well as management of construction for

the recommended rehabilitation phases

Estimated Cost:

Development of a Use and Programming Plan

Estimated Cost:

Note: Six (6) copies of proposal are to be submitted.

Documents

RMS request for proposal - Easton, Massachusetts...A pre-proposal conference is scheduled for Thursday, September 25th, 2014 at 10:00 AM at Oakes Ames Memorial Hall, 3 Barrows Street,