6584 Residential Real Estate Broker Services.pdf

TOWN OF TRUMBULL, CONNECTICUT

REQUEST FOR PROPOSALS

#6584

RESIDENTIAL REAL ESTATE BROKER SERVICES

TOWN-OWNED PROPERTY SALES

Due: December 3, 2026, at 2:00 PM ET

PREPARED BY TRUMBULL PURCHASING DEPARTMENT AND TOWN ATTORNEY

Due: December 3, 2026, at 2:00 PM ET

Legal Notice to Proposers

The Town of Trumbull (hereinafter referred to as the “Town” or “Owner”) is soliciting sealed proposals from qualified, licensed real estate brokers for Residential Real Estate Broker Services associated with the proposed sale of Town-owned property located on Hardy Lane in Trumbull, Connecticut, as further described in the Scope of Services and accompanying exhibits.

For the purposes of this Request for Proposals (“RFP”), including its supporting exhibits and accompanying documents, the terms “Proposal” and “Bid”, including their respective plural forms, may be used interchangeably to refer to submissions received in response to this solicitation. Similarly, the terms “Proposer,” “Respondent,” and “Bidder,” including their respective plural forms, may be used interchangeably to refer to individuals or entities submitting such responses. The terms “Broker” and “Real Estate Agency” shall refer to the licensed real estate professional or firm providing the services, as applicable to the context of the solicitation documents.

Sealed proposals will be received by the Town Purchasing Agent, 5866 Main Street, Trumbull, Connecticut 06611, until the due date and time specified above. Proposals received after the stated deadline will not be accepted or opened. Proposals received by the deadline will be publicly opened and read aloud in accordance with the Town's Purchasing Policies and Procedures.

Each proposal shall include one (1) original printed copy, two (2) exact printed copies, and one (1) exact electronic copy in Portable Document Format (PDF) on a Universal Serial Bus (USB) flash drive, as specified in the solicitation documents.

Solicitation documents, including any addenda issued by the Town, are available through the Town of Trumbull Purchasing Department at https://www.trumbull-ct.gov/Bids.aspx and the State of Connecticut CTSource Bid Board at https://portal.ct.gov/das/ctsource/bidboard.

All questions and requests for clarification shall be submitted in accordance with Section F – Inquiries of the solicitation documents.

Responses and any formal modifications to the solicitation will be issued through the Town's Purchasing Department, as applicable.

Proposers shall comply with all applicable federal, state, and local laws, regulations, ordinances, and requirements, including applicable Connecticut real estate licensing requirements.

The Town reserves the right to reject any or all proposals, waive informalities or irregularities as permitted by applicable law, request clarification or additional information, and select the proposal or proposals determined to be in the best interests of the Town. The Town may select more than one Broker, as provided in the solicitation documents. Nothing contained herein shall require the Town to award a contract.

Stephen Day Purchasing Agent Town of Trumbull

General Instructions

The Town of Trumbull (hereinafter referred to as “Town”) invites interested and qualified parties (hereinafter referred to as “Contractor”, “Respondent”, or “Proposer”) to submit qualifications and fees based on the requirements and scope of work detailed in this request. The information contained herein outlines the intent and scope of this request and the guidelines governing the submission and evaluation process.

The Town is seeking proposals for the services of a licensed Real Estate Broker (“Broker”) to provide services for selected Town-owned properties that are available for sale. The Broker must be a member of the National Association of Realtors and Connecticut Association of Realtors (CAR) and demonstrate the ability to professionally market Town properties both locally and nationally. The Broker will list and market Town-owned properties as the listing Broker for the Town of Trumbull. As the listing Broker, the Broker will receive a commission for each completed sale based on a percentage of the sale price. If a property sale transaction is not completed, no commission will be paid.

A. SCHEDULE

Issue Date: Friday, November 6, 2026 Questions Deadline: Tuesday, November 17, 2026, at 5:00 PM ET Proposal Deadline: Thursday, December 3, 2026, at 2:00 PM ET

All dates are subject to change. Any changes to the schedule will be issued through a written addendum and posted on the Town of Trumbull website and the CTSource Bid Board.

B. PREPARATION OF PROPOSALS

1. One (1) original printed copy, two (2) exact printed copies, and one (1) exact electronic copy in Portable Document Format (PDF) on a Universal Serial Bus (USB) flash drive shall be submitted using the forms contained herein. The USB flash drive shall be enclosed with the printed proposal materials. All proposals shall be submitted in a clear, concise, and legible manner to permit proper evaluation.

2. Brokers may also submit, under separate cover with their proposals, any additional reports and documents necessary to meet the requirements of this request.

C. PROPOSAL SUBMISSION

1. Proposals shall be submitted in a sealed envelope and addressed as follows:

RFP #6584 - Residential Real Estate Broker Services Due: December 3, 2026, at 2:00 PM ET Town of Trumbull 5866 Main Street, Trumbull CT 06611 Attention: Stephen Day, Purchasing Agent

2. Proposals must be signed by an authorized principal or agent. The individual signing the proposal form must be authorized by the organization to contractually bind that organization with respect to price and related contractual obligations. Unsigned proposals shall not be considered.

3. A proposal may be withdrawn at any time prior to the scheduled submission deadline. A proposal received after the scheduled date and time shall not be considered or opened.

D. TOWN OPTIONS

The Town reserves the right to reject any or all proposals and to waive any requirements, irregularities, technical defects, or omissions therein when it is deemed to be in the best interest of the Town.

E. TAXES

All purchases made by the Town and associated with the award of this requirement shall be tax-exempt. Any taxes must not be included in bid prices. A Town Tax Exemption Certificate shall be furnished upon request.

F. INQUIRIES

1. General questions concerning this request and submission requirements may be directed to Daniel F. Schopick, Town Attorney, at 203-261-6565 or Daniel@Schopicklaw.com no later than 5:00 PM ET on November 17, 2026. All other questions regarding this RFP may be directed by email only to Stephen Day, Purchasing Agent at sday@trumbull-ct.gov. To ensure consistent interpretation, answers to questions that the Town deems to be in the interest of all proposers will be made available in writing or by email, as appropriate.

2. Additionally, after proposals are received, the Town reserves the right to communicate with any or all proposers to clarify the provisions of this request. The Town further reserves the right to request additional information from any or all Brokers after proposals are opened.

G. AWARD AND AUTHORITY

The Purchasing Agent shall issue written Notice of Award(s) to the selected Broker(s), which may include more than one broker for this project.

H. AWARD AND PRICING

Individual requirements and/or assignments shall be awarded to the successful respondent(s) to this request on an as-needed basis for specific properties designated by the Town. The real estate company or companies will be selected based on qualifications, marketing ability, past experience in the sale of properties, and references, with consideration given to the rates and pricing structure identified in the Proposal Form contained herein, prior to the commencement of any work assignments.

The Town reserves the right to request firm price quotations for individual projects from the successful respondent(s) or from any other contractor if the dollar limits exceed certain Town Charter provisions relating to sealed bid proposals.

1. All pricing quoted shall remain firm and fixed for a period of one (1) year from the date of proposal opening. Special consideration will be given to responses offering extended firm pricing periods.

2. The duration of the contract shall be for one (1) year and may be renewed for two (2) additional years at the commission rate stated in the Proposal Form, based on a percentage of the sale price. Renewal shall require at least thirty (30) days’ written notice to the Broker and the mutual consent of both parties. Notwithstanding the foregoing, the Town may cancel the contract at any time.

I. ASSIGNMENT OF RIGHTS, TITLES, AND INTERESTS AND SUBCONTRACTING

Any assignment or subcontracting of work to be performed in connection with this request, in whole or in part, and any other interest in connection with Town procurement, shall not be permitted without the express written consent of the Town.

J. HOLD HARMLESS CLAUSE

Any Agency/Broker of the Town agrees to indemnify, hold harmless, and defend the Town from and against any and all liability for loss, damage, or expense which the Town may suffer or for which the Town may be held liable by reason of injury, including death, to any person or damage to any property arising out of or in any manner connected with the operations to be performed under this request and subsequent Contract, whether or not due in whole or in part of any act, omission, or negligence of the Town or any of its representatives or employees. The Real Estate Company, its agents and assigns shall indemnify and hold harmless the Town of Trumbull, including but not limited to, its elected officials, its officers, and agents ("the Town"), from any and all claims made against the Town of Trumbull, including but not limited to, damages, awards, costs, and reasonable attorney’s fees, to the extent any such claim directly and proximately results from the wrongful, willful, or negligent performance of services by the Real Estate Company during the Real Estate Company’s performance of this Agreement or any other Agreements of the Real Estate Company entered into by reason thereof. The Town of Trumbull agrees to give the Real Estate Company prompt notice of any such claim and, absent a conflict of interest, an opportunity to control the defense thereof.

K. WORK REGULATIONS AND STANDARDS

All work activities performed in association with this request must be performed and completed for the Town in accordance with current federal, state and local regulations.

L. INSURANCE

The selected firm is required to furnish a Certificate of Insurance naming the Town of Trumbull as an additional insured. The selected Real Estate Agency shall procure and maintain, for the duration of the contract period, insurance against claims for injuries to persons or damages to property that may arise from or be connected with the performance of the work hereunder by the Real Estate Agency, its agents, representatives, or employees.

The Real Estate Agency shall agree to maintain in force, at all times during which services are to be performed, the following coverages placed with companies licensed by the State of Connecticut that have at least an “A-” VIII policyholder rating according to the latest edition of Best Publication’s Key Rating Guide.

If any policy is written on a “Claims Made” basis, the policy must be continually renewed for a minimum of two (2) years from the completion date of this contract. If the policy is replaced and/or the retroactive date is changed, the expiring policy must be endorsed to extend the reporting period for claims under the policy in effect during the contract for two (2) years from the completion date.

Minimum Scope and Limits of Insurance General Liability $1,000,000 Combined single limit per occurrence for bodily injury, personal injury, and property damage $2,000,000 General Aggregate $2,000,000 Product/Completed Operations Aggregate Automobile Liability $1,000,000 Combined single limit per occurrence for bodily injury and Property damage/each accident Umbrella Liability $1,000,000 Per occurrence, following form $1,000,000 Aggregate Workers’ Compensation and Employer’s Liability (Limits as required by Connecticut State Law) $500,000 EL Each Accident $500,000 EL Disease Each Employee $500,000 EL Disease Policy Limit Professional Liability (if used on a claims-made basis, insurance coverage shall be maintained for the duration of the contract and for two (2) years following contract completion) $1,000,000 Per Occurrence $1,000,000 Aggregate (Excess Liability)

Such notice shall be made by registered mail; postage prepaid, to the Purchasing Agent, Town of Trumbull, Town Hall, Trumbull, Connecticut 06611.In the event of cancellation, the contractor shall cease all operations on or before the effective date of said cancellation and shall not commence work again until replacement insurance has been obtained and a Certificate of Insurance has been delivered to the Town’s Purchasing Department.

M. ADDENDA

It is the responsibility of all proposal submitters to verify with the Town whether any addenda or changes to this request have been issued. All addenda will be posted on the Town of Trumbull Purchasing Department website at https://www.trumbull-ct.gov/Bids.aspx.

N. CONFLICT OF INTEREST

Public officials shall be prohibited from receiving any Town work procured through a public bid or bid waiver process so as to avoid any appearance of impropriety or conflict of interest. Public officials cannot circumvent the intent of this ordinance by receiving Town work through a bid waiver, as proscribed by the Trumbull Town Charter.

Preparation of Proposal, Qualifications, Scope of Services, and Property Drawings

Preparation of Proposal

One (1) original printed copy, two (2) exact printed copies, and one (1) exact electronic copy in Portable Document Format (PDF) on a

Universal Serial Bus (USB) flash drive.

Make proposal in name of principal and if co-partnership, give names of all parties. Give complete address and primary contact person.

Clearly identify which property or properties you are interested in representing.

Proposals must be received prior to due date and time. Late proposals will not be accepted.

Submit W9 Form.

Qualifications Proposers must have:

Minimum of 5 years’ experience working in the sale of Commercial and Residential Real property.

Valid Broker’s License and proper insurance.

Successfully completed Appraisal 1 Course or its equivalent.

REO Certification, REO Continuing Education or equivalent.

Membership in at least Fairfield and New Haven County Multiple Listing Services or other professional listing services generally listing residential properties.

Demonstrated ability to sell Real Property in and around Fairfield County.

Familiarity with Trumbull’s Plan of Conservation and Development.

Scope of Services

The Town of Trumbull has identified one parcel of municipally owned property which the Town seeks to sell in order to reduce unnecessary expenses and grow Trumbull’s grand list in accordance with the Trumbull Plan of Conservation and Development and the Town may place restrictions on the redevelopment of the subject properties in order to ensure that any development is in accordance with the Town’s existing zoning regulations. All the properties will be sold with deed restrictions that limit the use of the properties. The Property to be sold is identified below:

A parcel of land consisting of 11.4 ac. On a survey map entitled “Map of Existing Parcel Hardy Lane. Trumbull Conn. dated 8/6/26”, which includes the parcels known as 16,19 and 26 Hardy La.

The Town of Trumbull reserves the right, in its sole discretion, to remove any of the above listings from consideration in the future.

The Town invites qualified Brokers or Broker teams to propose services for one or more of the properties listed. The Town reserves the right to award contracts to multiple brokers given the diversity of properties.

Required Services:

Market analysis and pricing guidance for each property.

Review conditions of properties.

Establish a marketing strategy for each property that employs multiple types of advertising including but not limited to, internet, signs, trade publications etc.

Listings in MLS or other professional listing services.

Advertisement in local newspapers and real estate publications.

Technical assistance on presentation of property.

Meet with potential buyers, coordinate/show property, and receive proposals from buyers.

Presentation of offers to Town staff and officials for consideration of sale.

Assist Town with the close of accepted sales offers

Attendance at Town meetings related to sale of property.

Assist Town Attorney and staff in transaction/completion of the property sale.

Other related services to realize the best outcome for Trumbull.

Please respond to all items below fully:

1. Please discuss your qualifications or the qualifications of your team in selling residential property in the Fairfield County area. Give specific information to document your successful history. Document any experience selling municipal property.

2. Provide background on your firm including the year your firm was founded, where you are located, and any specific experience you have had working with properties in Trumbull. Proposers and firms must have at least five (5) years of business experience selling Real Estate.

3. Confirm that your firm or team is licensed by the State of Connecticut to sell Real Estate.

4. Identify by address which properties you are proposing to sell. Discuss why your firm or team is best suited to sell each property.

5. Discuss your understanding of some of the goals of Trumbull’s Plan of Conservation and Development and how those goals may in part be met by the sale of the property you would like to list.

6. Highlight available sources and strategies you will use to promote the sale of the property.

7. Describe in detail your proposed fee structure to provide the full array of services required to sell each property. Include details of all fees, expenses, commissions or other items requiring reimbursement. Note payment terms from the Town in connection to services provided.

8. Provide a brief cover letter with the Proposal submission and highlight any omissions or additional information you deem necessary to fully represent the capacity of your firm or the work to be performed. The letter shall clearly indicate that the respondent has carefully read all the provisions of the RFP. Please clearly note any confidential sections of the proposal.

During the evaluation of proposals, the Town of Trumbull reserves the right, where it may serve the Town’s best interest, to request additional information or clarification from the Real Estate Agency submitting the RFP. There are no expressed or implied obligations for the Town of Trumbull to award this RFP. The Town reserves the right to reject any or all RFP proposals submitted or to award in full or part the property sales noted in the RFP. The Town of Trumbull is not obligated to award work to the lowest cost/fee proposer under this RFP.

The Town reserves the right to award the RFP to multiple Real Estate firms or teams. Proposals meeting the full proposal criteria will be evaluated by the First Selectman, an appointed committee of staff and officials, and the Purchasing Agent. Any acceptance of an offer to purchase Town owned property shall be subject to approvals by the Town and its governing bodies as required by Town Charter, Ordinances and Connecticut General Statutes. Proposers may be requested to make oral presentations as part of the evaluation process.

The evaluation committee will recommend contract award, and the Town of Trumbull Purchasing Agent will issue and Award Letter for “Residential Broker Services for Town Property Sales”. Any award will be limited to the properties explicitly listed in this RFP. Upon acceptance of a recommendation, a contract will be negotiated respective to specific property sales (all or part) within this RFP.

Evaluation Criteria:

It is the intent of the Town of Trumbull to conduct a fair and comprehensive evaluation of all proposals received. The contract (s) will be awarded to the proposer (s) who submit a proposal that is most advantageous to the Town of Trumbull as it relates to each specific property. All proposals will be evaluated based on the criteria listed below. Maximum points are specified for each criterion.

1. Suitability of the proposer’s plan for the specified property or properties (20 points).

2. Ability to satisfy the full Scope of Services for each property specified (20 points).

3. Demonstrated ability to sell Real Property in Fairfield County (20 points).

4. Professional Qualifications of individuals assigned to project (10 points).

5. Responsiveness of Proposal (5 points).

6. Fee and Commission structure (10 points).

7. References (5 points).

8. Stability of Company (5 points).

9. Previous experience with the Town of Trumbull or sales in Trumbull (5 points).

Total Maximum point score = 100 for each property identified by proposer. The committee will seek to award each property to the most appropriate firm or team via the proposal evaluation process. Highest scoring proposers may be required to make oral presentations as part of the selection process.

Property Drawings Exhibit A: Existing Parcel Map

Exhibit B: Proposed Parcel Map

Exhibit C: Proposed Parcel Overlay

References

(To be submitted with Proposal)

List references for similar services provided for at least four (4) clients in the past five (5) years (attach any other client references if desired).

Please note it is the Town’s intent to communicate with References listed herein.

CLIENT 1:

Organization Name:

Contact Name:

Phone:

Service Dates:

Project(s)

CLIENT 2:

Organization Name:

Contact Name:

Phone:

Service Dates:

Project(s)

CLIENT 3:

Organization Name:

Contact Name:

Phone:

Service Dates:

Project(s)

CLIENT 4:

Organization Name:

Contact Name:

Phone:

Service Dates:

Project(s)

Statement of Qualifications

(To be submitted with Proposal – Attach additional pages as necessary)

Submitted By:

Name of Organization:

Name of Individual:

Title:

Address:

Telephone:

Submitted To:

Name of Organization:

Name of Individual:

Title:

Address:

Telephone:

Project Name and Description (if applicable)

Contractor’s General Business Information (Check if: Corporation, Partnership, Joint Venture, or Sole Proprietorship)

If Corporation:

a. Date and State of Incorporation:

b. List of Executive Officers:

Name Title

If Partnership:

a. Date and State of Organization:

b. Names of Current General Partners:

c. Type of Partnership:

(General, Publicly Traded, Limited, Other (Describe))

If Joint Venture:

Organization:

b. Name, Address, and Form of Organization of Joint Venture Partners (Indicate managing partner by an asterisk (*)):

If Sole Proprietorship:

Organization:

b. Name and Address of Owner(s)

1.

On Schedule A, attached, list similar real estate brokerage transactions completed by this organization in the past five (5) years (If a joint venture list each participant’s project separately).

2.

On Schedule B, attached, list current real estate brokerage assignments and active property listings being managed by this organization (If joint venture, list each participant's project separately).

3.

Identify the real estate Broker responsible for providing services under this RFP, including the Broker's name, Connecticut real estate license number, and license expiration date. Identify the professional Multiple Listing Services (MLS) or other listing services in which the organization participates.

4.

Is your organization a member of a controlled group of corporations as defined in I.R.C. Sec. 1563? If yes, list the names and addresses of affiliated companies.

Yes No

Affiliated Company Name Affiliated Company Address

5.

Furnish on Schedule C, attached, details of the professional real estate brokerage experience of the principal individuals who will be directly involved in providing the services under this RFP.

6.

Has your organization ever had a real estate brokerage or listing services agreement terminated for cause due to failure to perform its contractual obligations? If yes, describe circumstances in an attachment.

Yes No

7.

Has any corporate officer, partner, joint venture participant, or proprietor ever had a real estate brokerage or listing services agreement terminated for cause when acting individually or as a principal of another organization? If yes, describe circumstances in an attachment.

Yes No

8.

In the last five (5) years, has your organization failed to fulfill material contractual obligations within the required timeframes under a real estate brokerage services agreement? If yes, describe circumstances in an attachment.

Yes No

I hereby certify that the information submitted herewith, including any attachment is true to the best of my knowledge and belief.

Name of Organization:

By:

Title:

Dated:

REQUEST FOR PROPOSALS

#6584

RESIDENTIAL REAL ESTATE BROKER SERVICES

TOWN-OWNED PROPERTY SALES

Experience (To be submitted with Proposal – Attach additional pages as necessary)

Schedule A: Prior Experience

Project / Property Owner Market Analysis Listing Price Sold For

Date of Scheduled

Closing (In Days)

Schedule B: Current Experience

Project / Property Owner Market Analysis Listing Price Sold For

Date of Scheduled

Closing (In Days)

Schedule C: Personnel Experience

Name Position Date of Hire Date Started in

Business Prior Positions and Real Estate

Experience

Proposal Form

(To be submitted with Proposal – Attach additional pages as necessary)

The undersigned, in compliance with this RFP affirms, that it has examined the specifications and related documents contained herein and proposes to provide this service in accordance with this RFP and any contract documents within the periods set forth herein and at the prices agreed to.

The undersigned certifies that this proposal meets all the specifications, requirements and conditions requested herein. Any substitutions to the specifications requested are clearly and completely noted and attached. Any alternate proposals are presented in similar format as requested and are attached herein. It is understood that the Town reserves the right to reject any or all proposals.

PROPOSAL FEE STRUCTURE (Should include all Fees, expenses including but not limited to commissions and or any other expenses) please include all you can below to be evaluated:

1) Commissions ________________________________________________________________

2) Fees_________________________________________________________________________

3) Reimbursable(s)$______________________________________________________________

Please describe on a separate sheet of paper the proposed fee structure for the Real Estate Services your company will provide to the Town of Trumbull. It should describe all fees, expenses including but not limited to commissions and or any other expenses, which are considered reimbursed by your firm.

Company Name by (Signature)

Address Print Name (A Duly Authorized Representative)

State, Town, Zip Title

Date Telephone

Email Website

Non-Collusive Affidavit of Proposer

(To be submitted with Proposal)

This affidavit shall be completed, signed by an authorized representative of the Proposer, notarized, and submitted with the Proposal.

State of ___________________________________________)

)SS:

County of _________________________________________)

I, __________________________________, being first duly sworn, depose and state as follows:

1. I am the _______________________ of ____________________ (Name of Firm), the Proposer submitting the attached

Proposal, and am duly authorized to execute this affidavit on behalf of the Proposer.

2. I am fully informed regarding the preparation and contents of the attached Proposal, including the proposed commission rates, fees, expenses, and other compensation associated with the services requested.

3. The commission rates, fees, and other pricing contained in the Proposal have been independently determined in good faith and without collusion, consultation, communication, or agreement with any competing Proposer for the purpose of restricting competition. Such pricing has not been disclosed to any competing Proposer and will not be disclosed prior to the official proposal opening.

4. Neither the Proposer nor any of its officers, partners, owners, agents, representatives, employees, or other interested parties has colluded, conspired, or agreed, directly or indirectly, with any other Proposer, firm, or person to submit a collusive or sham Proposal; induce another party to refrain from submitting a Proposal; fix commission rates, fees, or other pricing; or otherwise obtain an improper advantage in connection with this solicitation.

5. The Proposal is genuine, has been submitted in good faith, and is not the result of any collusion, conspiracy, or unlawful agreement. The representations contained in this affidavit are true and accurate to the best of my knowledge and belief.

The undersigned acknowledges that the representations contained in this affidavit are material to the Town's evaluation and award process. The Town reserves the right to reject a Proposal containing material misrepresentations or failing to include a properly completed, executed, and notarized affidavit, subject to applicable law.

Name of Firm:

Authorized Signature:

Printed Name:

Title:

Date:

Notary Acknowledgement Subscribed and sworn to before me this ____ day of_____________, 20__

Notary Public: _________________________________________________________

My Commission Expires: ________________________________________________

- END OF RFP DOCUMENTS-