RPGL 2027-12 -Revaluation Services.pdf

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Revaluation Services
Solicitation number
RPGL-2027-12
Issued by
Hartford County, Connecticut

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Summary

This is a Request for Proposal (RFP) issued by the Town of Glastonbury, Connecticut for revaluation services of all real estate within the municipality in accordance with Connecticut General Statutes 12-62. The Town is seeking qualified certified revaluation companies or individuals to assist with updating property assessments to reflect 70% of October 1, 2027 market value, utilizing Vision Appraisal Software version 8.2. The project encompasses 14,645 total parcels, with respondents able to bid on Option A (full revaluation of both residential and commercial properties), Option B (residential component only—13,305 parcels), or Option C (commercial/industrial/special use component only—1,340 parcels). Proposals are due electronically by August 27, 2026 at 11:00 AM through the Bonfire Hub portal, with a public Zoom meeting scheduled for that same date and time to read respondent names. The selected firm(s) will commence services in September 2026 and continue through approximately April 30, 2028, concluding after Board of Assessment Appeal hearings related to the October 1, 2027 revaluation.

Respondents must submit two separate PDF documents: a technical proposal and a preliminary fee proposal. Minimum qualification requirements mandate that firms hold Connecticut certified revaluation company status for at least five years, with project managers requiring a minimum of five years of practical appraisal experience across multiple property types, reviewers and appraisers requiring three years of experience with at least two years in mass appraisal, and data collectors requiring six months of experience and training. The Town will evaluate proposals based on accuracy, quality, thoroughness, firm qualifications, experience, project work plans, and preliminary fees. The selected respondent must obtain a 100% performance and payment bond and carry comprehensive insurance including workers' compensation, commercial general liability, automobile, umbrella, professional liability, and cyber liability coverage with specified minimum limits. The Town reserves the right to negotiate with selected proposers, request additional information, conduct interviews with top-rated respondents, and award the contract to one or more firms based on best value determination.

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TOWN OF GLASTONBURY

PROFESSIONAL SERVICES PROCUREMENT NOTICE

REQUEST FOR PROPOSAL

REVALUATION SERVICES

RPGL-2027-12

DUE DATE AND TIME: August 27, 2026 11:00 AM

The Town of Glastonbury will be accepting proposals from qualified individuals or firms to provide Revaluation Services.

Interested individuals and firms should obtain the complete RFP and related information from the Town’s website at www.glastonburyct.gov. Responses to the Proposal must be submitted electronically to the link listed below no later than the time and date indicated above.

LATE PROPOSALS WILL NOT BE CONSIDERED.

Responses can be submitted at the following link: https://glastonburyct.bonfirehub.com/, under the RFP title “RPGL-2027-12 – Revaluation Services”. Respondents will be required to create a profile before submitting their proposal. Step-by-step instructions on how to register as a vendor are available at this website:

https://customer.eunasolutions.com/public/s/article/vendor-registration

A Zoom meeting will be held on the due date and time recited above; at this time, ONLY the names of all respondents will be publicly read aloud.

The Town reserves the right to cancel this RFP, to modify this RFP, to waive informalities, to reject any part of the process, and/or to reject the entire response(s) when said action is deemed to be in the best interests of the Town.

An Affirmative Action/Equal Opportunity Employer. Minority/Women /Disadvantaged Business Enterprises are encouraged to submit a proposal.

Gina Consiglio Purchasing Agent

REQUEST FOR PROPOSAL RPGL-2027-12

TABLE OF CONTENTS

Page No.

Section I. General Information

1. Introduction 3

2. Minimum Requirements 3

3. Term of Service 3

Section II. Scope of Services

1. Specific Services 4

2. Current Program 5

3. Insurance & Indemnification 5

Section III. Submission of Proposal

1. Proposal Instructions 7

2. Evaluation Criteria 10

3. Selection Process 10

4. Timeline 11

Attachments

A. Proposal Response Page 12 B. Non-Collusion Statement 13 C. Parcel Information 14 D. Physical Inspection Options 15 E. Preliminary Fee Proposal 16 F. Sales and Sales Ratio Information 17

SECTION I. GENERAL INFORMATION

1. INTRODUCTION

The Town of Glastonbury is soliciting a Request for Proposal (RFP) for the revaluation of all real estate in the Town in accordance with §12-62 of the Connecticut General Statutes. The Town may award the two classifications of property as defined in Attachment C, collectively, individually or any variation it deems to be in its best interest.

The Town’s last revaluation was completed for the October 1, 2022 grand list. The 2022 revaluation included the inspection of 2,000 preselected residential parcels, 200 commercial, industrial properties, and all sales for the 18-month period prior to the revaluation date. The Town will engage a certified revaluation company or companies to assist with updating assessments to reflect 70% of October 1, 2027 market value utilizing Vision 8, to ensure the accuracy of the property data used in determining these assessments, and to comply with the physical inspection provision contained in Connecticut General Statutes §12-62 (2).

2. MINIMUM REQUIREMENTS

To be considered, interested firms and individuals must be a certified revaluation company in accordance with Connecticut General Statutes §12-2b-2, and must have held this certification for a minimum of five years.

All personnel to be assigned to this project shall be subject to the approval of the Assessor and shall be certified in accordance with Connecticut General Statutes §12-2b-6. In addition, the positions identified below must meet the following additional requirements:

The Project Manager assigned to this project must have not less than five (5) years of practical appraisal experience in the appraisal of commercial, industrial, apartment, farm and residential type properties.

Reviewers and Appraisers shall have not less than three (3) years of practical appraisal experience in the appraisal of the particular type of properties for which they are responsible. Two years of this experience shall have been in the mass appraisal field and shall have occurred within the past five years.

Data Collectors shall have not less than six (6) months of experience and training in this phase of the revaluation project. Any field person who does not meet the above qualifications must work under the direct supervision of an appraiser or project supervisor.

3. TERM OF SERVICE

The selected Revaluation Firm(s) or individual(s) will be expected to commence services in September 2026 subject to contract execution. The term of the contract is expected to extend until the completion of the Board of Assessment Appeal hearings related to the October 1, 2027 revaluation project (approximately April 30, 2028).

SECTION II SCOPE OF SERVICES

1. SPECIFIC SERVICES

While the exact scope of services is subject to negotiation, the selected firm(s) or individual(s) for revaluation services is expected to provide the general professional services and dedicated personnel to perform the following:

Assist the Town Assessor in making the complete reappraisal and revaluation of all taxable and non-taxable real property within the corporate limits of the Town of Glastonbury (see Attachment C for a breakdown of accounts).

o Option A in attachments D & E represents a full revaluation of Residential and Commercial property types, 14,645 parcels.

o Option B represents awarding a contract for just the Residential component, 13,305 parcels.

o Option C represents awarding a contract for just the Commercial/Industrial/Special Use component, 1,340 parcels.

Complete all appraisal calculations and maintain all computerized assessment records utilizing Vision Appraisal Software version 8.2.

Perform all the services and furnish all the records, materials, and forms required to complete the revaluation project in accordance with Connecticut General Statutes.

Conduct presentations directed to taxpayers, local officials and civic groups to improve understanding of the scope and objectives of the project

Perform physical inspections in accordance with C.G.S. 12-62(2). See Attachment D for interior inspection options.

Measure and list all properties with open building permits through October 1, 2027.

Prepare and mail data mailers to all residential property owners not subject to the interior inspection provision.

Take digital images of 1,500 properties selected by the Assessor.

Verify all residential sales transactions which occur between October 1, 2026 and October 1, 2027 through physical inspections and take a digital image of each sale property at the time of the inspection. It is expected that these inspections will occur monthly.

Verify all commercial transactions which have occurred since October 1, 2026 through October 1, 2027 through physical inspection or through a sales questionnaire, including an updated digital image of each sale property.

Prepare and mail income and expense surveys (unless already completed by Assessor) to all commercial and industrial property owners for the 2026 calendar year and input this information in the CAMA program.

Prepare and mail assessment notices of proposed new value.

Hold informal hearings so the property owners may discuss the manner and methods for arriving at the market value determined through the revaluation process.

Provide public access online to updated assessment records during the informal hearings period through July 31, 2028.

2. CURRENT PROGRAM

The Town’s current assessment database was originally established for the October 1, 2022 revaluation, and is maintained using Vision Appraisal CAMA Software 8. The 2022 revaluation included the inspection of 200 commercial/industrial properties, 2000 residential properties and all properties which sold in the 18 month period prior to October 1, 2022. A breakdown of parcel information and current sale and sale ratio information related to the current assessment system is included in Attachments C and F.

The computer network configuration for the Town’s Assessor department consists of a Windows 2019 based virtual server with six Windows 11 based staff workstations and two Windows 11 based workstations for public access in the Town Hall facility. The department utilizes HP laser printers for hard copy output. The systems are integrated via a 1 Gigabit Ethernet network and utilize Active Directory services for network authentication. The assessment administration system used to bridge assessment information to the collection system is Quality Data Systems

5.0.96 or greater.

The assessment mapping system is maintained by the Glastonbury Engineering Department. The Town of Glastonbury’s planimetric data is from the 2025 aerial flyover. The town’s most recent aerial photography is from 2026 leaf off imagery from Nearmap. The Town maintains a GIS system using ArcGIS Pro version 3.5.3, and data is stored in an ArcGIS Enterprise Geodatabase version 11.3; and this information is integrated with the Vision Appraisal CAMA Software.

3. INSURANCE

The Respondent shall, at its own expense and cost, obtain and keep in force during the entire duration of the contract the following insurance coverages covering the Respondent and all of its agents, employees and sub-contractors and other providers of services and shall name the Town of Glastonbury and its employees and agents as an Additional Insured on a primary and non-contributory basis to the Respondent’s Commercial General Liability and Automobile Liability policies. All policies should also include a Waiver of Subrogation in favor of the Town. These requirements shall be clearly stated in the remarks section on the Respondent’s Certificate of Insurance. Insurance shall be written with insurance carriers approved in the State of Connecticut and with a minimum Best’s Rating of A-VIII with all policies written on an occurrence form basis. In addition, all carriers are subject to approval by the Town. Minimum Limits and requirements are stated below:

1) Worker's Compensation Insurance:

- Statutory Coverage

- Employer’s Liability

- $1,000,000 each accident/$1,000,000 disease-policy limit/$1,000,000 disease each employee

- A Waiver of Subrogation shall be provided in favor of the Town of Glastonbury and its employees and agents

2) Commercial General Liability:

- Including Premises & Operations, Products and Completed Operations, Personal and Advertising Injury, Contractual Liability and Independent Contractors.

- Limits of Liability for Bodily Injury and Building Damage Each Occurrence $1,000,000 Aggregate $2,000,000 (The Aggregate Limit shall apply separately to each job.)

- A Waiver of Subrogation shall be provided in favor of the Town of Glastonbury

3) Automobile Insurance:

- Including any vehicles, hired, borrowed and non-owned vehicles

- Evidence a Combined Single Limit of Liability for Bodily Injury and Property

Damage: Per Accident $1,000,000

- A Waiver of Subrogation shall be provided in favor of the Town of Glastonbury

4) Umbrella (Excess Liability):

- $1,000,000 Occurrence/$1,000,000 Aggregate

- Umbrella/Excess Shall be Workers Compensation, General Liability, and Auto

Liability.

5) Professional Liability:

- $2,000,000 Each Claim/$2,000,000 Aggregate

6) Cyber Liability:

- Breach Response Limit of Liability $1,000,000

- Aggregate $1,000,000

- Cyber Extortion $1,000,000

The limits and coverage listed above are minimums and additional limits and/or coverage may be required by the Town depending on the event.

The Respondent shall direct its Insurer to provide original, completed Certificates of Insurance to the Town prior to issuance of contract. The awarded Respondent(s) will be responsible for providing written notice to the Town 60 days prior to cancellation or non-renewal of any insurance policy. The Certificate shall evidence all required coverage including the Additional Insured on the General Liability, and Auto Liability policies, Waiver of Subrogation on the General Liability policy, Auto Liability and Workers Compensation policies and that Excess/Umbrella is Follow Form over Workers Compensation, General Liability, Auto Liability. The Respondent shall provide the Town with copies of any such insurance policies upon request.

Indemnification

To the fullest extent permitted by law, the Respondent shall indemnify and hold harmless the Town and its consultants, agents, and employees from and against all claims, damages, losses and expenses, direct, indirect or consequential (including but not limited to fees and charges of engineers, attorneys and other professionals and court and arbitration costs) to the extent arising out of or resulting from the performance of the Respondent’s work, provided that such claim, damage, loss or expense is caused in whole or in part by any negligent act or omission by the Respondent, or breach of its obligations herein or by any person or organization directly or indirectly employed or engaged by the Respondent to perform or furnish either of the services, or anyone for whose acts the Respondent may be liable.

SECTION III SUBMISSION OF PROPOSAL

1. PROPOSAL INSTRUCTIONS

By submitting a proposal(s), you represent that you have thoroughly examined and become familiar with the scope of services outlined in this RFP and you are capable of performing the work to achieve the Town’s objectives.

Respondents submitting a proposal(s) for this solicitation are directed to respond online through a secure e-Procurement portal. Responses can be submitted at the following link:

https://glastonburyct.bonfirehub.com, under the RFP title “RPGL-2027-12 – Revaluation Services”. Respondents will be required to create a profile before submitting their proposal. Step-by-step instructions on how to register as a vendor are available at this website:

https://customer.eunasolutions.com/public/s/article/vendor-registration

Respondents will be required to upload their response in two (2) separate pdf files which include the following:

A clearly marked technical proposal A clearly marked preliminary fee proposal

All respondents are required to submit the information detailed below. Responses shall be organized and presented in the order listed below to assist the Town in reviewing and rating proposals. Responses should be presented in appropriate detail to thoroughly respond to the requirements and expected services described herein.

Technical Proposal Instructions:

a. Table of Contents to include clear identification of the material provided by section and number.

b. A letter of transmittal indicating the firm's understanding of the Scope of Services and interest in providing the service and any other information that would assist the Town in making a selection. This letter must be signed by a person legally authorized to bind the firm to a contract. This letter also must affirm that the firm or their representative has visited the Town of Glastonbury, is familiar with its geography, general character of housing and its commercial and industrial area, has examined the quality and condition of the Assessor’s records, and has met with the Assessor to make themselves knowledgeable of those matters and conditions in the Town which would influence this Proposal.

c. Name, email address and telephone number of person(s) to be contacted for further information or clarification.

d. A background and qualifications statement, including description and history of your firm and the servicing office, number of professional employees, years in business and technical qualifications. Respondents shall specifically address all minimum requirements identified in Section I, No. 2. Firms must meet all these minimum requirements to be given consideration.

e. Copy of the respondent’s Connecticut Revaluation Company Certificates covering the previous five-year period.

f. List of all Connecticut municipal revaluations completed during the preceding five (5) years including: client contact, telephone number, and number of properties appraised within the municipality, CAMA software and the version utilized, scope of services provided and date completed. The Town reserves the right to contact these organizations regarding the services performed by the firm.

g. List of all Connecticut municipalities for which the respondent is currently under contract for performing revaluation services. Include size of municipality, scope of services, and a timetable for completion of these contracts.

h. List of all company personnel certified to perform revaluation services in Connecticut and list their level of certification.

i. List of personnel to be assigned to this project, including years of experience in their current position, municipalities served and their roles in those revaluations. Please provide their resumes, revaluation certificates, and document the chain of command for these individuals. A listing of concurrent projects that the employees will be assigned to must be identified.

j. Detailed project work plan with suggested dates for completion of major phases of the revaluation project.

k. A statement indicating the amount the company will bill the town for a “competent” witness as defined in the contract specifications per person day and per one-half person day for pre-trial meetings with an attorney representing the town or for court/appeal board appearances.

l. Description and examples of the respondent’s public relations program to be used during the revaluation.

m. Copy of a sample appraisal manual which includes definitions of data items, grades, etc.

n. Sample of data mailer(s) used by the respondent and recommended for Glastonbury.

o. A concluding statement as to why the respondent is best qualified to meet the needs of the Town.

p. Copy of the respondent’s Certified Audited Financial Statements for the past three (3) fiscal years.

q. Proposal Response Page (Attachment A).

r. Signed Non-Collusion Statement (Attachment B).

s. Respondent is required to review the Town of Glastonbury Code of Ethics adopted July

8, 2003 and effective August 1, 2003 and revised October 29, 2013 and effective November 28, 2013. Respondent shall acknowledge that they have reviewed the document in the area provided on the Proposal Response Page (Attachment A). The selected Respondent will also be required to complete and sign an Acknowledgement Form prior to award. The Code of Ethics and the Acknowledgement Form can be accessed at the Town of Glastonbury website at www.glastonburyct.gov. Upon entering the website click on Bids & Proposals Icon, which will bring you to the links for the Code of Ethics and the Acknowledgement Form.

t. A 100% Performance and Payment bond is required of the successful respondent upon execution of an agreement with the Town. This bond shall cover all aspects of the specification and shall be delivered to the Purchasing Agent prior to the issuance of a purchase order.

u. Any technical questions regarding this RFP shall be made in writing and directed to

Brian Penney, Assessor, by email at brian.penney@glastonbury-ct.gov. For administrative questions concerning this proposal, please contact Gina Consiglio, Purchasing Agent, by email at purchasing@glastonbury-ct.gov. All questions, answers, and/or addenda, as applicable, will be posted on the Town’s website at www.glastonburyct.gov (Upon entering the website click on Bids & Proposals icon, click on the Bid Title to view all proposal details and document links). It is the respondent’s responsibility to check the website for addenda prior to submission of any proposal. Note: Responses to requests for more specific contract information that is contained in the RFP shall be limited to information that is available to all respondents and that is necessary to complete this process. The request must be received at least five (5) business days prior to the advertised response deadline.

No other Glastonbury Town employee, elected official, or evaluation committee member should be contacted concerning this RFP during the proposal process. Failure to comply with this requirement may result in disqualification.

Failure to include any of the above-referenced items in the submitted proposal may be grounds for disqualifying said proposal.

Preliminary Fee Proposal(s) Instructions:

a. Respondent shall submit on your firm’s letterhead, as a separate pdf file labeled preliminary fee proposal (Attachment E) based on the inspection options defined in Attachment D.

2. EVALUATION CRITERIA

The Town of Glastonbury shall select the responsible and responsive proposal(s) determined by the Town to be the best suited, most advantageous, and provides the best value to the Town based on the criteria included in this Request for Proposal. The Town shall not be obligated to accept any proposal, the Town may accept more than one proposal, and the Town shall reserve the sole right to determine the appropriateness of any proposal for this work. The Town expressly reserves the right to negotiate with the selected Proposer(s) prior to an award of any contract pursuant to this RFP. Best value shall be determined by consideration of some or all of the following factors as deemed appropriate by the Town.

- Accuracy, overall quality, thoroughness, and responsiveness to the Town’s requirements as summarized herein.

- The qualifications and experience of the firm(s), the designated account representative, and other key personnel to be assigned to the project including the minimum requirements identified in section I.2.

- Detailed Project Work Plan as stated in proposal instructions under letter “j”.

- The number, scope, and significance of conditions or exceptions attached or contained in the proposal.

- Preliminary Fee Proposal will not be a consideration in the initial selection committee process it however will serve to expedite the negotiation process.

3. SELECTION PROCESS

This request for proposal(s) does not commit the Town of Glastonbury to award a contract or to pay any costs incurred in the preparation of a proposal to this request. All proposals submitted in response to this request become the property of the Town of Glastonbury. The Town of Glastonbury reserves the right to accept or reject any or all proposals received as a result of this request, to negotiate with the selected respondents, the right to extend the contract for an additional period or to cancel in part or in its entirety the request for proposals, if it is in the best interests of the Town to do so.

A Selection Committee, appointed by the Town Manager, will evaluate all proposals received for completeness and the respondents’ ability to meet all requirements as outlined in this RFP.

Following review and evaluation of proposals, the Town reserves the right to request certain additional information. Based on review and rating of proposals, if determined to be necessary, a short list of respondents may be invited to interview with the Town Selection Committee. Interviews are at the option of the Selection Committee and may or may not be conducted.

Based on the results of the interview process, the Town Manager will review the Scope of Services, fee proposals, and other factors with the top-rated firm(s) and negotiate a specific agreement(s) based on these discussions.

4. CONTRACT TIMELINE

The Town intends to adhere to the schedule below as closely as possible but reserves the right to modify the schedule in the best interest of the Town as required.

Publicize RFP Date – August 14, 2026 RFP Due Date Date – August 27, 2026 11 A.M.

Optional Interviews with Top Respondents:

(The Town reserves the right to choose if interviews are necessary.)

Date – September 2026

Contract Effective Date Date – September 2026

5. PROPOSED PRODUCTION TIMELINE

Contract Sept 2026 Start work Sept 2026 Database Mgmt Ongoing Public Relations Ongoing Data Mailers Sept 2026 Data Collection Oct '26 - June '27 Building Permits Oct '26 - Oct '27 Analysis/Valuation March '27 - Aug '27 Income & Expense Mailing & Analysis April '27 - Aug '27 Field Review May '27 - Sept '27 Final Sales Verification Oct 2027 Values to Assr & Bldg Cost Manual Oct 2027 Final Value Review Oct '27 - Nov '27 Asmt Notices Mailed Nov 2027 Informal Hearings Nov '27 - Dec '27 Final Value Reconciliation Dec 2027 Second Notices Mailed Dec 2027 Project Completion End of Dec '27 Performance based testing OPM Due 2/15/2028 BAA Hearings Feb-March 2028

ATTACHMENT A

PROPOSAL RESPONSE PAGE

BID / PROPOSAL NO: RPGL-2027-12 DATE DUE: August 27, 2026

DATE ADVERTISED:

August 14, 2026

TIME DUE:

11:00 AM

NAME OF PROJECT:

THE RESPONDENT ACKNOWLEDGES RECEIPT OF THE FOLLOWING ADDENDA:

Addendum #1 ___________(Initial/Date) Addendum #2 ___________ (Initial/Date) Addendum #3 ___________(Initial/Date)

It is the responsibility of the respondent to check the Town’s website for any Addenda before submitting the proposal.

CODE OF ETHICS:

I / We have reviewed a copy of the Town of Glastonbury’s Code of Ethics and agree to submit a Consultant Acknowledgement Form if I /We are selected. Yes _______ No _________ *

*Respondent is advised that effective August 1, 2003, the Town of Glastonbury cannot consider any proposal where the respondent has not agreed to the above statement.

Type or Print Name of Individual Doing Business as (Trade Name)

Signature of Individual Street Address

Title City, State, Zip Code

Date Telephone Number / Fax Number

E-Mail Address SS # or TIN#

ATTACHMENT B

NON-COLLUSION STATEMENT

The company submitting this proposal for the revaluation certifies that it is being submitted without any collusion, communication or agreement as to any matter relating to it with any other respondent or competitor. We understand that this proposal must be signed by an authorized agent of our company to constitute a valid proposal.

Date: ________________________________

Name of Company: ________________________________

Name and Title of Agent ________________________________

By (SIGNATURE): ________________________________

Address: ________________________________

Telephone Number: ________________________________

ATTACHMENT C

PARCEL INFORMATION

The table below identifies the composition of the taxable real estate grand list by major property classifications (as of October 1, 2025):

CLASSIFICATION # OF

ACCOUNTS

% OF

TOTAL

RESIDENTIAL

Single family - Includes Pad & In-Law 10,125 69.1% Condominiums - Includes Declared Garages 2073 14.2% Multi-family - 2 To 4 Units PA 490 – Farm & Forest

1.6% 1.5%

Vacant 658 4.5%

TOTAL RESIDENTIAL 13,305

COMMERCIAL/ INDUSTRIAL AND SPECIAL USE

Apartments 21 0.1% Commercial Buildings 305 2.1% Condominiums - Commercial/Industrial 161 1.1% Industrial / Public Utility Buildings 130 0.9% Vacant - Com./Ind./Public Utility 48 0.3% Tax Exempt – Improved & Vacant 675 4.6%

TOTAL COMM/IND/SPECIAL USE 1,340

TOTAL PARCELS 14,645

100.0%

ATTACHMENT D

PHYSICAL INSPECTION OPTIONS

The selected firm(s) will be responsible for performing physical inspections of the taxable real estate in the Town. The physical inspections will be performed in accordance with guidelines determined by the Assessor and in accordance with C.G.S. §12-62(2). It is anticipated that a limited group of properties exterior measurements will be a part of the inspection program. The selected company(s) will issue and mail letters to all property owners requesting appointments for inspecting their properties. The selected firm(s) will verify or correct the inventory of each property’s physical details through the inspection process or through information gathered through data mailers.

Inspections -The TOWN may select one or more of the following options for determining the properties to be subject to an interior inspection by the selected firm(s).

A. Full Revaluation. This option represents both the Residential & Commercial/Industrial/Special Use classifications identified in Attachment C (14,645 parcels). All Sales with Limited Residential and Commercial Inspection option – the selected firm will be responsible for making every reasonable effort to make interior inspections of all properties which sell between October 1, 2026 and October 1, 2027, an additional 2,000 residential properties selected by the ASSESSOR, and 200 commercial/industrial properties selected by the ASSESSOR.

B. Residential Only Revaluation. This option represents only the Residential classification identified in Attachment C (13,305 parcels). All Residential Sales and Limited Residential Inspection Option – the selected firm will be responsible for making interior inspections of all residential properties which sell between October 1, 2026 and October 1, 2027 and an additional 2,000 residential properties selected by the ASSESSOR.

C. Commercial Only Revaluation. This option represents only the Commercial/Industrial/Special Use classification identified in Attachment C (1,340 parcels). All Commercial Sales and Limited Commercial Inspection Option – the selected firm will be responsible for making inspections of all commercial/industrial properties which sell between October 1, 2026 and October 1, 2027, and an additional 200 commercial/industrial properties selected by the ASSESSOR. Included in this option is the updating of the Income Valuation module (Economic & Actual Income) for all commercial properties.

D. Additional Inspections Option – the fee for each additional interior inspection the assessor requests the selected firm to make over and above the previous 3 options.

ATTACHMENT E

PRELIMINARY FEE PROPOSAL

To be submitted on your firm’s letterhead in a separate pdf document.

That the Respondent proposes to furnish their services and materials required to complete the subject project in accordance with the aforesaid specifications for the following preliminary estimated fee for the Option as on Attachment D:

A. All sales and Limited Res $________________ _____________________________ And Comm./Ind. Option Numeric Amount Written Dollar Amount

B. Res. Only Sales & Limited $_______________ ___________________________ Inspection Option Numeric Amount Written Dollar Amount

C. Comm. Only Sales & $_______________ _____________________________ Limited Inspection Option Numeric Amount Written Dollar Amount

D. Additional Inspections $_______________ ______________________________

Option per each Numeric Amount Written Dollar Amount

Submitted by:_______________________________

Name of Company:________________________________________

Name and Title of Agent____________________________________

Signature of Agent _________________________________________

Telephone_________________________________ Fax_____________________________

Email: _______________________________________________________

Date:________________________________

ATTACHMENT F

SALES AND SALE RATIO INFORMATION

Current assessment and sale price statistics compiled by the Assessor’s Office for the period of October 1, 2024 through September 30, 2025 are as follows:

Total Real Estate Sales 1,127 Total “Useable” Sales 463 Median Sales Ratio – all useable sales (100% value) 74.6 % Coefficient of Dispersion – all useable sales 15.4

Total Residential – Useable Sales 454 Median Sale Price – Residential $ 543,500 Minimum Sale price – Residential $ 100,000 Maximum Sale price – Residential $ 2,400,000 Median Sales ratio – Residential (100% value) 74.6 % Coefficient of Dispersion – All Residential 14.61 % Median Size- Single Family Detached (Sold) 2,218 Median Size – Residential Condominiums (Sold) 1,224 Median Year Built - All Residential (Sold) 1978 Median Year Built – All Residential 1976

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