RP026_25 INV.pdf

RP026-25 Page 1

August 19, 2025

REQUEST FOR PROPOSAL

RP026-25

The Gwinnett County Board of Commissioners is soliciting competitive sealed proposals from qualified service providers for the Provision of Residential Real Property Assessment and Administration Supplemental Services on a Multi-Year Contract for the Department of Financial Services.

Proposals must be returned in a sealed container marked on the outside with the Request for Proposal number and Service Provider Name. Proposals will be received until 2:50 P.M. local time on September 19, 2025 at the Gwinnett County Financial Services - Purchasing Division – 4th Floor Charlotte J. Nash Building, 75 Langley Drive, Lawrenceville, Georgia 30046. NOTE THAT THE PURCHASING DIVISION HAS TEMPORARILY RELOCATED. ALL PROPOSALS MUST BE SUBMITTED AT THIS LOCATION. Any proposal received after this date and time will not be accepted. Proposals will be publicly opened and only names of submitting Service Providers will be read at 3:00 P.M. A list of Service Providers submitting proposals will be available the following business day on our website www.gwinnettcounty.com.

Questions regarding proposals should be directed to Jenny Coleman at Jenny.Coleman@GwinnettCounty.com or by calling 770-822-8734 no later than 3:00 p.m. on September 5, 2025. Proposals are legal and binding upon the service provider when submitted. One unbound single sided original, five (5) bound copies, and one (1) electronic copy on a flash drive should be submitted.

Successful service providers will be required to meet insurance requirements. The Insurance Company should be authorized to do business in Georgia by the Georgia Insurance Department and must have an A.M. Best rating of A-7 or higher.

Gwinnett County does not discriminate on the basis of disability in the admission or access to its programs or activities. Any requests for reasonable accommodations required by individuals to fully participate in any open meeting, program or activity of Gwinnett County Government should be directed to the ADA Coordinator at the Gwinnett County Justice and Administration Center, 770-822-8165.

The written proposal documents supersede any verbal or written prior communications between the parties.

Selection criteria are outlined in the request for proposal documents. Gwinnett County reserves the right to reject any or all proposals to waive technicalities and to make an award deemed in its best interest.

Award notification will be posted after award on the Gwinnett County website, www.GwinnettCounty.com and service providers submitting a proposal will be notified via email.

We look forward to your proposal and appreciate your interest in Gwinnett County.

Jenny Coleman Purchasing Associate II

The following pages should be returned as part of your proposal document:

Fee Schedule (return in a separate envelope), Page 9 References, Page 10 Service Provider Information, Page 11

Code of Ethics Affidavit, Page 29 Contractor Affidavit and Agreement, Page 30 http://www.gwinnettcounty.com/ mailto:Jenny.Coleman@GwinnettCounty.com http://www.gwinnettcounty.com/

RP026-25 Page 2

I. Introduction

Gwinnett County is soliciting competitive sealed proposals to provide Residential Real Property Assessment and Administration Supplemental Services on a Multi-Year Contract from qualified service providers. The services to be performed under this contract will commence no sooner than January 1, 2026. Service providers should carefully review all described functions and operations within. It is the responsibility of each service provider to fully describe how each function will be completed as described, and how both quantity and quality will be reported. These responses need to demonstrate the service provider’s qualifications, expertise, and past performance for each function or operation.

Gwinnett County is in the northeast portion of the metropolitan Atlanta area. Gwinnett County's estimated 2025 population is around 1,020,157, with expectation of continued growth into the coming years. The $77 billion of assessed value on the Gwinnett County tax digest consists of approximately 310,000 parcels of real property and more than 50,000 personal property accounts. Currently, about 290,000 parcels are Residential Real Property parcels valued at $51.3 billion assessed.

Per Georgia Department of Revenue regulation 560-11-2-.56, the Gwinnett County Board of Assessors is “required by the State Constitution and state law to continuously maintain assessments of property that are reasonably uniform and that are based on fair market value as defined in O.C.G.A. 48-5-2.” Therefore, all property within Gwinnett County must be accurately identified, listed on the digest, and assessed at fair market value as prescribed by Georgia Code. The Gwinnett County Tax Assessors’ Office intends to continue to utilize supplemental services that support Residential Real Property Assessment and Administration Functions. Award will be made to the most qualified service provider, as demonstrated through response to this request for proposal.

II. Overview of Services to be Performed

• Uphold the standards of professional appraisal practice in accordance with all professional organizations and governing bodies.

• Residential Data Collection

• Data Confirmation & Validation

The services to be provided are supplemental to Gwinnett County’s in-house administration of residential assessment. The volume and mix of work assignments are solely based on the needs of Gwinnett County. Where provided within, the volumes and mix of work assignments are estimates. While the best information has been used for these estimates to be accurate, the actual number of assignments will vary based on future events as they occur, and there is no implied or explicit guarantee of the volume and mix of work to be assigned.

The service provider will be required to uphold the standards of professional appraisal practice in accordance with all regulating authorities of the Board of Assessors, as well as applicable professional organizations deemed by the Board of Assessors as authorities of professional appraisal practice. The service provider will also be required to provide management reporting that clearly details the completion of work, adherence to the scope of work, and responsiveness.

RP026-25 Page 3

Gwinnett County reserves the right to award the servicing of this request to a single service provider or multiple service providers, as deemed in Gwinnett County’s best interest.

III. Specific Responsibilities

A. Uphold the standards of professional appraisal practice in accordance with applicable professional organizations and governing bodies.

1. The service provider shall adhere to the standards of professional appraisal practice in accordance with all Federal, State, and Local statutes, regulations, and ordinances.

2. The service provider shall adhere to the standards of professional appraisal practice in accordance with USPAP (Uniform Standards of Professional Appraisal Practice), IAAO (International Association of Assessing Officers), GAAO (Georgia Association of Assessing Officials), and Gwinnett County Board of Assessor policies.

B. Residential Data Collection on New Construction

1. As assigned, the service provider shall identify residential land and improvements to land and inspect the property in a manner sufficient to provide accurate data. Properties assigned will primarily be classified as Residential, but may also include Transitional, Historical, Agricultural, Preferential, Conservation Use, or Environmentally Sensitive. Permits and work requests will be assigned via email with a list of parcels.

2. The service provider shall collect and record sufficient data in Gwinnett County’s Computer Assisted Mass Appraisal (CAMA) system to accurately describe property in terms of grade, condition, economic life, and other characteristics relevant to the proper description of property.

3. All collected data will be subject to review by the Gwinnett County Board of

Assessors.

4. Based on previous years, it is estimated that there will be between 3,000 to 4,000 annual new construction permit requests for Residential Data Collection assigned to the service provider. Permits and work requests will be assigned through email with a list of parcels.

5. The fee is per parcel, per work type, i.e. a parcel is one unit, one data confirmation/validation on one parcel is one unit.

C. Data Confirmation & Validation on Existing Construction

1. The service provider shall review and validate existing data recorded in Gwinnett County’s CAMA system to confirm the accuracy of such data in terms of grade, condition, economic life, and other characteristics relevant to

RP026-25 Page 4 the proper description of property.

2. The service provider shall report all findings (existing and new permanent structures) and record such changes to data in Gwinnett County’s CAMA system that are found to be missing or inaccurate.

3. All changes to data will be subject to review by the Gwinnett County Board of Assessors.

4. It is estimated that there will be between 5,000 to 7,000 requests annually for Data Confirmation & Validation assigned to the service provider. Gwinnett County does not intend to assign Data Confirmation & Validation on vacant land. Permits and work requests will be assigned via email with a list of parcels.

5. Site visits by the service provider to conduct Data Collection, Confirmation, and Validation will not typically require appointments. Prior to site visits, a letter of notification will be mailed to the property owner at their mailing address and to the site address (if different than the mailing address). The letter serves to notify the owner and occupants that an in-field review is planned to occur within the next 10 days to 2 weeks. It is NOT an appointment. An appointment is not required unless the owner(s) specifically requests there to be an appointment. If the property has not yet been issued a certificate of occupancy, a letter of notification is not needed.

6. The fee is per parcel, per work type, i.e. a parcel is one unit, one data confirmation/validation on one parcel is one unit.

D. Management reporting to demonstrate compliance and performance of this agreement.

1. The service provider shall prepare and submit detailed reports for all work performed.

2. Reporting will detail the quantity of work completed and forecast the completion of assigned work.

3. The service provider’s representative will meet with the Residential Property Division Manager monthly to review progress, goals, and other issues.

4. All work will be returned to the Residential Appraisal Manager or assigned liaison within 60 days from assignment.

5. Gwinnett County will provide work as needed. The service provider will complete assignments within 60 days. Activity on each work item varies throughout each year. Data collection on new construction is spread more evenly throughout the year. All work issued on a purchase order in a given year must be invoiced and billed in the same calendar year (Gwinnett County’s fiscal year runs January 1 to December 31).

RP026-25 Page 5

E. Property Photography Requirements

1. The service provider will provide a high-resolution, digital photo of each assigned property, as viewed from the street. Each photo is to include a date stamp. All photos are to be of a quality that allows a clear identification and review of the property by other appraisal staff.

F. Personnel and Staffing Requirements

1. Staffing Levels: The service provider shall provide staffing with adequate knowledge, skills, and abilities to perform all assigned functions sufficiently.

2. Staffing Plan: For each position, respond with the name of the individual(s), the number of positions that will be staffed, the schedule of the individuals, and the qualifications of each individual that enables them to perform the work assigned.

3. Employment Release or Transfer: The service provider shall notify the Gwinnett County Residential Real Property Division Manager immediately and in writing of any staffing changes to the project.

4. Approval of Staffing and Dismissal: All personnel assigned to this project shall be subject to prior approval by Gwinnett County. Individuals shall be removed from this project by the service provider upon direction of Gwinnett County, with or without cause.

IV. Timeline

A. Assisting Taxpayers/Owners/Owners’ Representatives: Ongoing

B. Data Confirmation & Validation: Ongoing

C. Residential Field Inspections/Data Collection: Ongoing

D. Management Reporting: Monthly

V. Other Conditions

A. Workstations: The service provider is expected to complete the work assignments in their own facilities. Gwinnett County will not be providing workspaces.

B. Training: Gwinnett County will provide space, when needed, to conduct training. The service provider will coordinate this with the Residential Appraisal Manager.

C. Administrative Duties: The service provider shall answer calls, emails, and provide service for all work assigned.

D. Document Retention: The service provider shall ensure that a digital version of all

RP026-25 Page 6 applicable documentation is entered into Gwinnett County’s CAMA system.

E. Work Processes and Practices: The service provider shall adapt work processes and practices as needed to remain compliant with all governing bodies, statutes, and Board of Assessors’ policies.

F. Equipment: The service provider shall provide the equipment to perform the tasks required in this agreement.

G. Photographs: The service provider shall update the CAMA system with photographs from the most recent site visit.

H. Customer Service: The service provider shall uphold the standards for customer service that the Gwinnett County Board of Assessors maintains as a core principle. The Gwinnett County Board of Assessors upholds a distinctive class of customer service by demonstrating a care for all customers and clients in a manner that upholds both transparency and discretion.

I. Code of Conduct: The service provider’s staff shall, at all times, conduct themselves in a manner that reflects positively on Gwinnett County. The service provider’s staff shall, at all times, treat residents, taxpayers, and employees of Gwinnett County with respect and courtesy. The service provider shall take appropriate and meaningful disciplinary measures against those who fail to comply with this provision. Service provider staff failing to uphold this standard will be subject to removal from the project by the Director/Chief Appraiser.

J. Identification: All service provider staff must carry appropriate service provider photo-identification. Field Appraisers shall also have a photo ID provided by Gwinnett County.

K. Vehicles: The service provider will be responsible for providing all vehicles used in conjunction with this agreement. All vehicles in use on this project shall display a sign on the vehicle clearly identifying them as a contractor for the Gwinnett County Tax Assessors’ Office. Such signs shall be provided by the service provider. Sign design shall be approved by the Gwinnett County Communications Department in advance of use, to comply with brand & usage guidelines.

L. Dress Code: The service provider staff must maintain a professional appearance, wearing slacks, khakis, or neat jeans without tears or stains. Shirts should be a collared shirt, polo, or vendor-logo apparel, worn under a high-visibility vest. To ensure staff are readily recognizable, service provider identification must be worn and clearly displayed at all times while working on behalf of Gwinnett County.

M. CAMA Software Access (current software ProVal 9.1.30.108): Remote access to the

CAMA system and associated network resources will be provisioned to the service provider’s personnel, as necessary, to fulfill work requirements. Access will be facilitated via a secure, browser-based virtual desktop infrastructure (VDI), ensuring compliance with organizational security protocols and data protection standards.

N. Data Entry into Gwinnett County’s CAMA: All account data, values, work file notes, and

RP026-25 Page 7 required information for data and account maintenance will be recorded by the service provider into the County CAMA system.

O. Completion of Work Prior to Invoicing: Work will not be invoiced until after all information, including photographs, is recorded in Gwinnett County’s CAMA system.

P. Solicitation for Employment: No Gwinnett County employee shall be recruited or employed by the service provider, without written prior approval of the Director/Chief Appraiser.

VI. Information Requested in Proposals

Proposal should be responsive to all items noted in the request for proposal. It may also include supplemental material(s) that further illustrate the service provider’s ability to successfully provide the services to be performed. To protect Gwinnett County from untimely delays, the service provider will provide the following information to demonstrate the ability to complete complex projects of this nature:

A. Expertise and Knowledge

Overall understanding of Residential Real Property Ad Valorem Taxes. Competency in all aspects of project design and management, statement of work to be performed, and details of the tasks associated with the proposed project. Demonstration for all aspects of Section III. Specific Responsibilities above.

B. Staffing Plan

1. List of Existing Staff, including names, positions, years of experience with the service provider, as well as the years of and degrees of experience performing the specific tasks needed to complete the scope of work.

2. Provide an organizational chart detailing the proposed team for Gwinnett County.

3. Show plans for additional staff, including experience and qualifications.

C. References

Accuracy of information provided (i.e., current phone number and contact person) is important. If information provided is incorrect or if reference is incomplete, the scoring of that reference may negatively affect the points awarded under this section of the scoring criteria.

Provide references for three (3) clients of similar size to Gwinnett County and indicate the services provided over the last three years in each jurisdiction. (Size and scope of projects should be similar to the project outline described earlier.) Please also include a reference name and telephone number for verification of these numbers.

RP026-25 Page 8

VII. Selection Criteria

Proposals will be evaluated based on the following criteria:

CRITERIA POINTS

Part I A. Expertise and Knowledge 30 B. Staffing Plan 25 C. References 15

SUBTOTAL POINTS 70

Part II

D. Cost (Fee Schedule to be submitted in separate, sealed envelope) 30

SUBTOTAL POINTS 100

Part III

E. Optional Interview 15

TOTAL POINTS 115

Basis of Short-Listing / Selection

Part I – Initially, proposals will be evaluated based on relative responsiveness to the criteria described above and will be scored based on the point values as shown. Please note that references and subsequent reference checks are a required component of Part I scoring.

Part II – Service providers may be short-listed for further consideration. The Proposal Fee Schedules of the short-listed service providers from Part I will be opened, reviewed, and scored with the lowest cost receiving the most points and the other service providers receiving proportional points based on the differences in proposal costs.

Part III – At Gwinnett County’s discretion or as deemed in Gwinnett County’s best interest, service providers may be short-listed a second time for an interview. At this time, Gwinnett County may request further information, explanations, clarifications, presentations, interviews, or meetings with some or all of the remaining service providers.

• If interviews are necessary for selection, details on the scoring criteria for interviews will be provided along with notification of the scheduled interview.

• All presentations/interviews will be the sole responsibility of the proposing companies and at no cost to Gwinnett County.

If an agreement with the highest-ranked service provider(s) cannot be reached, Gwinnett County may then negotiate with the next-ranked service provider(s) and so on until a satisfactory agreement(s) has been reached.

RP026-25 Page 9

FAILURE TO RETURN THIS PAGE AS PART OF YOUR PROPOSAL DOCUMENT MAY RESULT IN REJECTION OF PROPOSAL

FEE SCHEDULE

(SUBMIT IN A SEPARATE, SEALED ENVELOPE)

Item

Approx.

Annual

Qty.

Description

2026 2027 2028 2029 2030

Unit Price Total Price Unit Price Total Price Unit Price Total Price Unit Price Total Price Unit Price Total Price

1 4,000 Parcels

Residential Data Collection

2 7,000 Parcels

Data Confirmation & Validation

Total $ $ $ $ $

Multi-Year Total: $

SERVICE PROVIDER NAME _______________________________________________________________________________________________________________________

RP026-25 Page 10

FAILURE TO RETURN THIS PAGE AS PART OF YOUR PROPOSAL DOCUMENT MAY RESULT IN REJECTION OF PROPOSAL.

References

Gwinnett County requests a minimum of three (3) references where work of a similar size and scope has been completed.

Note: References should be customized for each project, rather than submitting the same set of references for every project bid. The references listed should be of similar size and scope of the project being bid on. Do not submit a project list in lieu of this form.

1. Company Name

Brief Description of Project

Completion Date

Contract Amount $ Start Dates

Contact Person Telephone

E-Mail Address

2. Company Name

3. Company Name

Service Provider Name

RP026-25 Page 11

FAILURE TO RETURN THIS PAGE AS PART OF PROPOSAL DOCUMENT MAY RESULT IN REJECTION OF PROPOSAL.

Service Provider Information Page The services to be performed under this Agreement shall commence on January 1, 2026 or upon final execution of the contract document. The initial term of this Agreement shall be through December 31, 2026. This Agreement shall terminate absolutely and without further obligation on the part of the County at the close of the calendar year of execution and at the close of each succeeding calendar year of renewal, if renewed. This Agreement shall be automatically renewed upon the same terms and conditions unless the County terminates the Agreement on the day of the close of the calendar year in which it was executed or within sixty (60) days after the day of the close of the calendar year of execution or of each succeeding calendar year for which it may be renewed, for a total lifetime obligation of five (5) years. If applicable, title to any supplies, materials, equipment or other personal property shall remain in the vendor until fully paid for by the County. In addition, this Agreement will terminate immediately and absolutely when appropriated and otherwise unobligated funds are no longer available to satisfy the obligations of the County under the Agreement. Any obligation of the County hereunder is only for such sums payable during the calendar year of execution or each calendar year of renewal, if renewed.

Unless otherwise noted, quoted prices will remain firm for four (4) additional 12-month periods. If a percentage increase/decrease is a part of the renewal options, please note this in the space provided together with an explanation.

Renewal Option 1: % Increase % Decrease Explanation Renewal Option 2: % Increase % Decrease Explanation Renewal Option 3: % Increase % Decrease Explanation Renewal Option 4: % Increase % Decrease Explanation

Certification Of Non-Collusion In Bid Preparation Signature Date

The County requires that all who enter into a contract for the physical performance of services with the County must satisfy O.C.G.A. § 13-10-91 and Rule 300-10-1-.02, in all manner, and such are conditions of the contract.

Service Provider has examined the proposal package, and following addenda:

No. Dated No. Dated

No. Dated No. Dated

In compliance with the attached specifications, the undersigned offers and agrees, if this quote is accepted by the Board of Commissioners within one hundred twenty (120) days of the date of quote opening, to furnish any or all of the items upon which prices are quoted, at the price set opposite each item, delivered to the designated point(s) within the time specified in the quote schedule. By submission of this proposal, I understand that Gwinnett County uses Electronic Payments for remittance of goods and services. Service providers should select their preferred method of electronic payment upon notice of award. For more information on electronic payments, please refer to the Electronic Payment information in the Instructions to Vendors.

Legal Business Name

Address

Does your company currently have a location within Gwinnett County? Yes No

Representative Signature Printed Name

Telephone Number E-mail address http://www.gwinnettcounty.com/portal/gwinnett/Departments/FinancialServices/Treasury/

RP026-25 Page 12

RP026-25 Page 13

RP026-25 Page 14

RP026-25 Page 15

RP026-25 Page 16

RP026-25 Page 17

RP026-25 Page 18

GENERAL CONDITIONS

To Service Provider AGREEMENT

Article

1 Definitions

2 Contract Documents

3 Changes and Extra Work

4 Personnel and Equipment

5 Accuracy of Work

6 Findings Confidential

7 Termination of Agreement for Cause

8 Termination for Convenience of the COUNTY

9 SERVICE PROVIDER to Cooperate with other SERVICE PROVIDERS

10 Indemnification

11 Covenant Against Contingent Fees

12 Insurance

13 Prohibited Interests

14 Subcontracting

15 Assignability

16 Equal Employment Opportunity

17 Anti-Kickback Clause

18 Audits and Inspectors

19 Ownership, Publication, Reproduction and Use

20 Verbal Agreement or Conversation

21 Independent Service provider

22 Notices

RP026-25 Page 19

1 DEFINITIONS

Wherever used in this Agreement, whether in the singular or in the plural, the following terms shall have the following meanings:

1.1 COUNTY-means Gwinnett County, Georgia, a political subdivision of the State of Georgia.

1.2 SUPPLEMENTAL AGREEMENT-means a written order to SERVICE PROVIDER signed by COUNTY and accepted by SERVICE PROVIDER, effecting an addition, deletion or revision in the Work, or an adjustment in the Agreement Price or the Contract Time, issued after execution of this Agreement.

1.3 CONTRACT-means the Agreement Documents specifically identified and incorporated herein by reference in Section 2, CONTRACT DOCUMENTS.

1.4 AGREEMENT EXECUTION-means the date on which SERVICE PROVIDER executes and enters into an Agreement with the COUNTY to perform the Work.

1.5 AGREEMENT PRICE-means the total monies, adjusted in accordance with any provision herein, payable to the SERVICE PROVIDER under this Agreement.

1.6 CONTRACT TIME-means the period of time stated in this Agreement for the completion of the Work.

1.7 SERVICE PROVIDER-means the party or parties contracting directly with the COUNTY to perform Work pursuant to this Agreement.

1.8 DEPARTMENT- means the Director or designee of requesting department(s) named in this solicitation.

1.9 DRAWINGS-means collectively, all the drawings, receipt of which is acknowledged by the

COUNTY, listed in this Agreement, and also such supplementary drawings as the SERVICE PROVIDER may issue from time to time in order to clarify or explain such drawing or to show details which are not shown thereon.

1.10 SPECIFICATIONS-means the written technical provisions including all appendices thereto, both general and specific, which form a part of the Agreement Documents.

1.11 SUBSERVICE PROVIDER-means any person, firm, partnership, joint venture, company, corporation, or entity having a contractual agreement with SERVICE PROVIDER or with any of its subservice providers at any tier to provide a part of the Work called for by this Agreement.

1.12 WORK-means any and all obligations, duties and responsibilities, including furnishing equipment, engineering, design, workmanship, labor and any other services or things necessary to the successful completion of the Project, assigned to or undertaken by SERVICE PROVIDER under this Agreement.

1.13 LIAISON-Representative of the COUNTY who shall act as Liaison between the County and the SERVICE PROVIDER for all matters pertaining to this Agreement, including review of SERVICE PROVIDER'S plans and work.

RP026-25 Page 20

2 CONTRACT DOCUMENTS

2.1 LIST OF DOCUMENTS

The Agreement, any required bonds, the General Conditions, the Appendices, the Detailed Scope of Work, the Specifications, the Drawings, the Exhibits, and all Agreement Supplemental Agreements shall constitute the Agreement Documents.

2.2 CONFLICT AND PRECEDENCE

2.2.1 The Agreement Documents are complementary, and what is called for by one is as binding as if called for by all. In the event there are any conflicting provisions or requirements in the component parts of this Agreement, the several Agreement Documents shall take precedence in the following order:

1. Supplemental Agreements

2. Agreement

3. General Conditions

4. Detailed Scope of Work

5. Specifications

6. Drawings

3 CHANGES AND EXTRA WORK

The COUNTY may, at any time, request changes in the work to be performed hereunder. All such changes, including any increase or decrease in the amount of the SERVICE PROVIDER'S compensation, which are mutually agreed upon by and between the COUNTY and the SERVICE PROVIDER, shall be incorporated in written Supplemental Agreements to the Agreement.

4 PERSONNEL AND EQUIPMENT

The SERVICE PROVIDER represents that it has secured or will secure, at its own expense, all personnel necessary to complete this Agreement; none of whom shall be employees of, or have any contractual relationship with, the COUNTY. Primary liaison with the COUNTY will be through its designee. All of the services required hereunder will be performed by the SERVICE PROVIDER under its supervision, and all personnel engaged in the work shall be fully qualified and shall be authorized or permitted under law to perform such services.

The SERVICE PROVIDER shall employ only persons duly registered in the appropriate category in responsible charge of supervision and design of the work; and further shall employ only qualified surveyors in responsible charge of any survey work.

The SERVICE PROVIDER shall endorse all reports, contract plans, and survey data. Such endorsements shall be made by a person duly registered in the appropriate category by the Georgia State Board of Registration, being in the full employ of the SERVICE PROVIDER and responsible for the work prescribed by this Agreement.

5 ACCURACY OF WORK

The SERVICE PROVIDER shall be responsible for the accuracy of the work and shall promptly correct errors and omissions in its plans and specifications without additional compensations.

RP026-25 Page 21

Acceptance of the work by the COUNTY will not relieve the SERVICE PROVIDER of the responsibility for subsequent correction of any errors and the clarification of any ambiguities.

6 FINDINGS CONFIDENTIAL

The SERVICE PROVIDER agrees that its conclusions and any reports are for the confidential information of the COUNTY and that it will not disclose its conclusions in whole or in part to any persons whatsoever, other than to submit its written documentation to the COUNTY and will only discuss the same with it or its authorized representatives. Upon completion of this Agreement term, all documents, reports, maps, data and studies prepared by the SERVICE PROVIDER pursuant thereto shall become the property of the COUNTY and be delivered to the DEPARTMENT.

Articles, papers, bulletins, reports, or other materials reporting the plans, progress, analyses, or results and findings of the work conducted under this Agreement shall not be presented publicly or published without prior approval in writing of the COUNTY.

It is further agreed that if any information concerning the PROJECT, its conduct, results, or data gathered or processed should be released by the SERVICE PROVIDER without prior approval from the COUNTY, the release of same shall constitute grounds for termination of this Agreement without indemnity to the SERVICE PROVIDER, but should any such information be released by the COUNTY or by the SERVICE PROVIDER with such prior written approval, the same shall be regarded as public information and no longer subject to the restrictions of this Agreement.

7 TERMINATION OF AGREEMENT FOR CAUSE

If through any cause the SERVICE PROVIDER shall fail to fulfill in a timely and proper manner its obligations under this Agreement, or if the SERVICE PROVIDER shall violate any of the covenants, agreements or stipulations of this Agreement, the COUNTY shall thereupon have the right to terminate this Agreement by giving written notice to the SERVICE PROVIDER of such termination, and specifying the effective date thereof, at least ten (10) days before the effective date of such termination. Failure to maintain the scheduled level of effort as proposed and prescribed, or deviation from the aforesaid scheduler without prior approval of the COUNTY shall constitute cause for termination. In such event, all finished or unfinished documents, maps, data, studies, work papers and reports prepared by the SERVICE PROVIDER under this Agreement shall become the property of the COUNTY, and the SERVICE PROVIDER shall be entitled to receive just and equitable compensation for any satisfactory work completed on such documents, as determined by the COUNTY.

8 TERMINATION FOR CONVENIENCE OF THE COUNTY

The COUNTY may terminate this Agreement for its convenience at any time upon 30 days notice in writing to the SERVICE PROVIDER. If the Agreement is terminated by the COUNTY as provided in this Article 8, the SERVICE PROVIDER will be paid compensation for those services actually performed. Partially completed tasks will be compensated for based on a signed statement of completion to be submitted by the SERVICE PROVIDER which shall itemize each task element and briefly state what work has been completed and what work remains to be done.

All such expenses shall be properly documented and submitted to the COUNTY for processing and payment. The County shall be the final authority in the event of any disputes over authorized costs between the COUNTY and the Service Provider.

9 SERVICE PROVIDERS TO COOPERATE WITH OTHER SERVICE PROVIDERS

RP026-25 Page 22

If the COUNTY undertakes or awards other contracts for additional related work, the SERVICE PROVIDER shall fully cooperate with such other SERVICE PROVIDERS and the COUNTY employees or appointed committee(s), and carefully fit its own work to such additional work as may be directed by the COUNTY.

The SERVICE PROVIDER shall not commit or permit any act which will interfere with the performance of work by any other SERVICE PROVIDER or COUNTY employees.

10 INDEMNIFICATION

SERVICE PROVIDER agrees to protect, defend, indemnify, and hold harmless the COUNTY, its commissioners, officers, agents and employees from and against any and all liability, damages, claims, suits, liens, and judgments, for whatever nature, including claims for contribution and/or indemnification, for injuries to or death of any person or persons, or damage to the property or other rights of any person or persons to the extent arising out of and attributed to the negligent acts, errors or omissions of the SERVICE PROVIDER. SERVICE PROVIDER'S obligation to protect, defend, indemnify, and hold harmless, as set forth herein above shall include any matter arising out of any patent, trademark, copyright, or service mark, or any actual or alleged unfair competition disparagement of product or service, or other business tort of any type whatsoever, or any actual or alleged violation of trade regulations.

SERVICE PROVIDER further agrees to protect, defend, indemnify, and hold harmless the COUNTY, its commissioners, officers, agents, and employees from and against any and all claims or liability for compensation under the Worker's Compensation Act arising out of injuries sustained by any employee of the SERVICE PROVIDER.

11 COVENANT AGAINST CONTINGENT FEES

The SERVICE PROVIDER warrants that no person or selling agency has been employed or retained to solicit or secure this Agreement upon an agreement or understanding for a commission, percentage, brokerage, or contingent fee, excepting bona fide employees or bona fide established commercial or selling agencies maintained by SERVICE PROVIDER for the purpose of securing business and that the SERVICE PROVIDER has not received any non-COUNTY fee related to this Agreement without the prior written consent of the COUNTY. For breach or violation of this warranty, the COUNTY shall have the right to annul this Agreement without liability or at its discretion to deduct from the Agreement Price of consideration the full amount of such commission, percentage, brokerage or contingent fee.

12 INSURANCE

The SERVICE PROVIDER shall, at all times that this Agreement is in effect, cause to be maintained in force and effect an insurance policy (s) that will ensure and indemnify both GWINNETT COUNTY and SERVICE PROVIDER against liability or financial loss resulting from injuries occurring to persons or property or occurring as a result of any negligent error, act, or omission of the SERVICE PROVIDER during the term of this Agreement. The liability under such insurance policy shall be not less than as stated in the Bid Proposal.

The SERVICE PROVIDER shall provide, at all times that this Agreement is in effect, Worker's Compensation insurance in accordance with the laws of the State of Georgia.

The SERVICE PROVIDER shall provide, at all times that this Agreement is in effect, Professional Liability Insurance with a limit of not less than that as stated in the Bid Proposal.

Additionally, SERVICE PROVIDER shall provide, at all times that this Agreement is in effect, automobile liability insurance with a limit of not less than that as stated in the Bid Proposal.

RP026-25 Page 23

The policies shall be written by a responsible company(s), to be approved by the COUNTY, and shall be non-cancelable except on thirty-(30) days' written notice to the COUNTY. Such policies shall name the COUNTY as additional insured, except for worker's compensation and professional liability policies, and a copy of such policy or a certificate of insurance shall be filed with the Director at the time of the execution of this Agreement.

13 PROHIBITED INTERESTS

13.1 Conflict of Interest: The SERVICE PROVIDER agrees that it presently has no interest and shall acquire no interest, direct or indirect, that would conflict in any manner or degree with the performance of its services hereunder.

13.2 Interest of Public Officials: No member, officer, or employee of the COUNTY during his tenure or for one year thereafter, shall have any interest, direct or indirect, in this Agreement or the proceeds thereof.

14 SUBCONTRACTING

The SERVICE PROVIDER shall not subcontract any part of the work covered by this Agreement or permit subcontracted work to be further subcontracted without the DEPARTMENT's prior written approval of the subservice provider, except as may have been specifically stated in the SERVICE PROVIDER'S response to proposal per Exhibit A. The DEPARTMENT will not approve any subservice provider for work covered by this Agreement that has not been recommended for approval by the Department Director.

All subcontracts in the amount of $5,000 or more shall include the provisions set forth in this Agreement.

15 ASSIGNABILITY

The SERVICE PROVIDER shall not assign or transfer whether by an assignment or novation, any of its rights, obligations, benefits, liabilities or other interest under this Agreement without the written consent of the COUNTY.

16 EQUAL EMPLOYMENT OPPORTUNITY

During the performance of this Agreement, the SERVICE PROVIDER agrees as follows: (1) the SERVICE PROVIDER will not discriminate against any employee or applicant for employment because of race, creed, color, sex or national origin; (2) the SERVICE PROVIDER will, in all solicitations or advertisements for employees placed by qualified applicants, receive consideration for employment without regard to race, creed, color, sex or national origin; (3) the SERVICE PROVIDER will cause the foregoing provisions to be inserted in all subcontracts for any work covered by the Agreement so that such provision will be binding upon each subservice provider, provided that the foregoing provision shall not apply to contracts or subcontracts for standard commercial supplies of raw materials.

17 ANTI-KICKBACK CLAUSE

Salaries of architects, draftsmen, technical engineers and engineers, and technicians performing work under this Agreement shall be paid unconditionally and not less often than once a month without deduction or rebate on any account except only such payroll deductions as are mandatory by law. The SERVICE PROVIDER hereby promises to comply with all applicable "Anti-kickback" laws, and shall insert appropriate provisions in all subcontracts covering work under this Agreement.

RP026-25 Page 24

18 AUDITS AND INSPECTORS

At any time during normal business hours and as often as the COUNTY may deem necessary, the CONSULTANT shall make available to the COUNTY for examination all of its records with respect to all matters covered by this Agreement. It shall also permit the COUNTY to audit, examine and make copies, excerpts or transcripts from such records of personnel, conditions of employment and other data relating to all matters covered by this Agreement.

The SERVICE PROVIDER shall maintain all books, documents, papers, accounting records and other evidence pertaining to costs incurred on the Project and used in support of its proposal and shall make such material available at all reasonable times during the period of the Agreement, and for three years from the date of final payment under the Agreement, for inspection by the COUNTY or any reviewing agencies, and copies thereof shall be furnished upon request. The SERVICE PROVIDER agrees that the provisions of this Article shall be included in any Agreements it may make with any subservice provider, assignee, or transferee.

19 OWNERSHIP, PUBLICATION, REPRODUCTION AND USE

All documents and materials prepared pursuant to this Agreement are the property of the COUNTY. The COUNTY shall have the unrestricted authority to publish, disclose, distribute, and otherwise use, in whole or in part, any reports, data, maps, or other materials prepared under this Agreement without according credit of authorship. The COUNTY shall hold harmless and indemnify the SERVICE PROVIDER against all claims arising out of such use of documents and materials without the SERVICE PROVIDER'S knowledge and consent.

20 VERBAL AGREEMENT OR CONVERSATION

No verbal agreement or conversation with any officer, agent, or employee of the COUNTY, either before, during, or after the execution of this Agreement, shall affect or modify any of the terms or obligations herein contained, nor shall such verbal agreement or conversation entitle the SERVICE PROVIDER to any additional payment whatsoever under the terms for this Agreement. All changes to this Agreement shall be in writing and appended hereto as prescribed in Article 3 above.

21 INDEPENDENT SERVICE PROVIDER

The SERVICE PROVIDER shall perform the services under this Agreement as an independent service provider and nothing contained herein shall be construed to be inconsistent with this relationship or status. Nothing in this Agreement shall be interpreted or construed to constitute the SERVICE PROVIDER or any of its agents or employees to be the agent, employee, or representative of the COUNTY.

22 NOTICES

All notices shall be in writing and delivered in person or transmitted by certified mail, postage prepaid.

RP026-25 Page 25

MULTI-YEAR SERVICE PROVIDER CONTRACT

RP026-25 Provision of Residential Real Property Assessment and Administration Supplemental Services on a

Multi-Year Contract

This CONTRACT made and entered into by and between Gwinnett County, Georgia (Party of the First Part, hereinafter called the County), and , (Party of the Second Part, hereinafter called the Consultant)

NOW THEREFORE, for and in consideration of the mutual promises and obligations contained herein and under the conditions hereinafter set forth, the parties do hereby agree as follows:

1. TERM:

The services to be performed under this Agreement shall commence on January 1, 2026. The initial term of this Agreement shall be through December 31, 2026. This Agreement shall terminate absolutely and without further obligation on the part of the County at the close of the calendar year of execution and at the close of each succeeding calendar year of renewal, if renewed. This Agreement shall be automatically renewed upon the same terms and conditions unless the County terminates the Agreement on the day of the close of the calendar year in which it was executed or within sixty (60) days after the day of the close of the calendar year of execution or of each succeeding calendar year for which it may be renewed, for a total lifetime obligation of 5 (five) years. If applicable, title to any supplies, materials, equipment or other personal property shall remain in the vendor until fully paid for by the County. In addition, this Agreement will terminate immediately and absolutely when appropriated and otherwise unobligated funds are no longer available to satisfy the obligations of the County under the Agreement. Any obligation of the County hereunder is only for such sums payable during the calendar year of execution or each calendar year of renewal, if renewed.

2. ATTACHMENTS:

This Contract shall consist of the Service Provider's bid/proposal and all Invitations to Bid/Proposals including all drawings, specifications, price lists, Instructions to Vendors, General Conditions, Special Provisions, Detailed Specifications, addenda, and change orders issued after execution of the Contract (hereinafter collectively referred to as the "Bid"), which are specifically incorporated herein by reference (Exhibit A). In the event of a conflict between the County's contract documents and the Service Provider’s bid/proposal, the County's contract documents shall control.

3. PERFORMANCE:

Consultant agrees to furnish all skill and labor of every description necessary to carry out and complete in good, firm and substantial, workmanlike manner, the work specified, in strict conformity with the Bid Proposal.

4. PRICE:

As full compensation for the performance of this Contract, the County shall pay the Consultant for the actual quantity of work performed. The fees for the work to be performed under this Contract shall be charged to the County in accordance with the rate schedule referenced in the Bid Proposal (Exhibit A) is the total obligation of the County pursuant to OCGA section 36-60-13 (a) (3). The County agrees to pay the Consultant following receipt by the County of a detailed invoice, reflecting the actual work performed by the Consultant.

5. INDEMNIFICATION AND HOLD HARMLESS:

CONSULTANT agrees to protect, defend, indemnify, and hold harmless the COUNTY, its commissioners, officers, agents and employees from and against any and all liability, damages, claims, suits, liens, and judgments, for whatever nature, including claims for contribution and/or

RP026-25 Page 26 indemnification, for injuries to or death of any person or persons, or damage to the property or other rights of any person or persons to the extent arising out of and attributed to the negligent acts, errors or omissions of the CONSULTANT. CONSULTANT's obligation to protect, defend, indemnify, and hold harmless, as set forth hereinabove shall include any matter arising out of any patent, trademark, copyright, or service mark, or any actual or alleged unfair competition disparagement of product or service, or other business tort of any type whatsoever, or any actual or alleged violation of trade regulations.

CONSULTANT further agrees to protect, defend, indemnify, and hold harmless the COUNTY, its commissioners, officers, agents, and employees from and against any and all claims or liability for compensation under the Worker's Compensation Act arising out of injuries sustained by any employee of the CONSULTANT.

6. TERMINATION FOR CAUSE:

The County may terminate this Contract for cause upon ten (10) days prior written notice to the Consultant of the Consultant's default in the performance of any term of this Contract. Such termination shall be without prejudice to any of the County's rights or remedies provided by law.

7. TERMINATION FOR CONVENIENCE:

The County may terminate this Contract for its convenience at any time upon 30 days written notice to the Consultant. In the event of the County's termination of this Contract for convenience, the Consultant will be paid for those services actually performed. Partially completed performance of the Contract will be compensated based upon a signed statement of completion to be submitted by the Consultant, which shall itemize each element of performance.

8. TERMINATION FOR FUND APPROPRIATION:

The County may unilaterally terminate this Contract due to a lack of funding at any time by written notice to the Consultant. In the event of the County's termination of this Contract for fund appropriation, the Consultant will be paid for those services actually performed. Partially completed performance of the Contract will be compensated based upon a signed statement of completion to be submitted by the Consultant which shall itemize each element of performance.

9. CONTRACT NOT TO DISCRIMINATE:

During the performance of this Contract, the Consultant will not discriminate against any employee or applicant for employment because of race, creed, color, sex, national origin, age, or disability, which does not preclude the applicant or employee from performing the essential functions of the position.

The Consultant will also, in all solicitations or advertisements for employees placed by qualified applicants, consider the same without regard to race, creed, color, sex, national origin, age, or disability which does not preclude the applicant from performing the essential functions of the job.

The Consultant will cause the foregoing provisions to be inserted in…