Seasonal Communities Consultant SOW Template (1).docx

Commonwealth of Massachusetts Statewide Contract, PRF76: Management Consultants, Program Coordinators and Planners Services Statement of Work

PROJECT Rate or HOURLY Fixed Price |_| PRF76 Education Services |_| PRF76 Program Development, Organizational and Strategic Planning Services |_| PRF76 Professional Development Services |_| PRF76 General Data Analytics Services and Evaluation Services |_| PRF76 Downtown/Town Center/Commercial Area Revitalization Consulting Services |X| PRF76 Planning, Zoning and Development Consulting Services |_| PRF76 DESE Facilities Technical Assistance Services and Operations |_| PRF76 Health and Human Services |_| PRF76 Specialized Racial and Health Equity Services

PRF76 COMMBUYS bid # or bid description : BD-27-1076-OCDDE-CS002-132350

|X| New |_| Continuation *Anticipated Effective Date of Amendment:

Vendor Name:

Dates of Service: New

*Anticipated Start Date: End Date:_ _ End date Not to exceed September 30, 2029 PRF76 Continuation Original Start Date: Current End Date:

New End Date:

End date Not to exceed September 30, 2029 PRF76

Scope of Services: |X| See Narrative below |_| Attachment provided

HLC seeks one or more qualified Consultants to provide implementation-oriented technical assistance (TA) to Seasonal Communities (SCs) that 1) have accepted their SC designation and are working towards implementation; 2) have not yet accepted their SC designation but are considering acceptance; and 3) have not been designated a SC but are interested in pursuing designation. The Consultant(s) will provide planning and process support, help communities assess options and organize implementation steps, and connect communities to additional resources when needed. The work is expected to include regular and in-person field presence in SCs, particularly in the Berkshires, Cape Cod, and the Islands, together with remote support as appropriate. The Consultant(s) will not provide legal advice, make official HLC determinations, speak on behalf of HLC, or replace municipal counsel or other specialized professional services.

The Consultant(s) will provide service to municipalities on HLC's list of designated SCs, including municipalities that have already accepted the designation pursuant to 760 CMR 76.00: Seasonal Communities, 76.03: Municipal Acceptance or Denial of a Seasonal Communities Designation, municipalities considering whether to accept the designation, and municipalities that are considering requesting to be designated as a SC.

The field regions of focus by the Consultant are: a) Berkshire County; b) Barnstable County/Cape Cod; c) Dukes and Nantucket Counties/the Islands; d) Franklin County; and e) Essex County, specifically the municipalities of Hawley, Monroe, and Rockport. While not all meetings require the selected Consultant to be in the field, there is an expectation that Consultant will be available for in person meetings or presentations as described in the RFQ.

Priority for services will be given to municipalities that have already accepted the SC Designation. Designated communities needing TA to accept the designation, and communities not yet designated but who wish to be designated and accept the designation may be given assistance based on demand for TA and availability of funds to provide services.

Anticipated services may include but not be limited to:

1. Start-up work planning, community needs assessment, and coordination with HLC and regional partners;

2. Outreach, education, public engagement, office hours, and one-on-one technical assistance;

3. Planning and process assistance across SC tools, including but not limited to 1) zoning implementation, 2) housing trusts and occupancy restrictions, 3) workforce and artist housing strategies, 4) housing needs assessments, 5) residential property tax tools, 6) grant funding navigation, 7) related planning and engagement, and other SC specific tools;

4. Referrals and coordination with municipal counsel, regional planning agencies, and other specialized resources when needs fall outside the Consultant’s scope; and

5. Regular feedback to HLC regarding recurring questions, implementation barriers, promising practices, and areas where additional guidance may be useful.

For Continuation ONLY: |_| Scope of Services amended |_| No Change to Scope of Services

Fixed Price Project: Choose One |X| Budget attached for duration less than or equal to 12 months |_| Budget attached for duration greater than 12 months per fiscal year A line item budget which must justify the rate with deliverables and milestones for the entire duration must be attached.

Expenditures must be made in accordance with the approved budget for this engagement and the terms and conditions of the procuring agency’s RFR and contract. Payments will be made upon the submission of invoices that are complete and that include appropriate documentation in accordance with the terms of the service scope and governing contract. If travel reimbursement is allowed, the details must be outlined in the budget.

Rate Project:

|_| Detailed description of project with anticipated hours and negotiated rates.

New

Total budget for engagement $175,000.00

Travel reimbursement allowed (Individuals only) Choose one:

|_| No |_| Mileage only |X| Yes (budget attached) (approved State rate) Continuation Current Total budget for engagement $ Amendment Amount (+ or -) for engagement $ New Total budget for engagement $

Travel reimbursement allowed (Individuals only) Choose one:

|_| No |_| Mileage only |_| Yes (budget attached) (approved State rate)

Funding: Funding for this engagement is subject to the appropriation of funds by the Massachusetts Legislature or the Federal Government for the year(s) in which services are delivered.

Changes to Scope and/or Terms: Any changes to this engagement must be agreed upon in writing in advance by both parties.

Termination: The Department, upon prior written notice, may terminate this engagement without cause and without penalty, or may terminate or suspend an engagement if the vendor breaches any material term or condition or fails to perform or fulfill any material obligation required by this engagement, or in the event of an elimination of an appropriation or absence of sufficient funds for the purposes of an engagement, or in the event of an unforeseen public emergency mandating immediate department action.

Authorizing Signature for the Vendor

Authorized Vendor Signature and Date

Print Name and Title

Authorizing Signatures for the Department

Authorized Signature and Date

Print Name and Title

*The effective start date of this Engagement or Amendment shall be the latest date this document has been executed by an authorized signatory of the Vendor, the Department or a later Engagement or Amendment start date specified above.

Issued 4/13/2012