Assessing and Administration

The Town of Sterling, Massachusetts has issued a Request for Proposals (RFP) for Property Tax Administration Services, seeking a qualified contractor to perform comprehensive property tax assessment and administration functions for Worcester County. The procurement covers a three-year contract period from July 1, 2025 through June 30, 2028, with a potential fourth-year extension. Key services include conducting 350 annual property inspections, preparing Department of Revenue reports, performing assessment-to-sale ratio studies, managing CAMA system records, processing abatement requests, representing the town at Appellate Tax Board hearings, and administering personal property assessments. Proposals are due on March 7, 2025 by 12:00 PM, with bidders required to submit two copies each of non-price and price proposals in separate sealed envelopes. The evaluation criteria will utilize a three-tier rating system (non-advantageous, advantageous, most advantageous) that assesses factors such as proximity to Sterling, Massachusetts assessor experience, multi-community experience, CAMA systems knowledge, GIS experience, continuing education, revaluation experience, and Appellate Tax Board representation experience.

The RFP does not explicitly identify specific set-aside designations or restrictions for disadvantaged enterprises. Bidders must provide comprehensive staff resumes for all personnel who will service the contract, demonstrating substantial qualifications in property tax administration. While specific budget ranges are not detailed in the available documentation, the scope suggests a comprehensive and complex engagement requiring significant municipal tax administration expertise. The successful vendor will need to integrate with existing municipal systems, particularly the CAMA (Computer-Assisted Mass Appraisal) system, and demonstrate a robust understanding of Massachusetts property tax assessment protocols. The procurement appears open to qualified consulting firms and assessment services providers with demonstrated experience in municipal property tax administration, particularly those with regional expertise in Worcester County and familiarity with Massachusetts tax assessment regulations.