Personal Property Valuations, FY27-FY29

Agency:	City of Waltham
State:	Massachusetts
Type of Government:	State & Local
NAICS Category:	531210 - Offices of Real Estate Agents and Brokers 531390 - Other Activities Related to Real Estate
Posted Date:	Feb 13, 2026
Due Date:	Mar 10, 2026
Original Source:	Please Login to View Page
Contact information:	Please Login to View Page
Bid Documents:	Please Login to View Page

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Legal Notice

City of Waltham, Massachusetts

The City of Waltham, Massachusetts Board of Assessors is undertaking a program for the

“Personal Property FY2027, FY2028 & FY2029 Interim Year” in preparation for the tax billing

cycle for Fiscal Years 2027, 2028 and 2029.

Sealed proposals for the “Personal Property FY2027, FY2028 & FY2029 Interim Year

Adjustments” will be accepted until 10:00 AM on: Tuesday, March 10, 2026 to the attention

of:

Crystal Philpott

Purchasing Agent

Waltham City Hall

610 Main St, Waltham, MA 02452

Phone: 781-314-3244

All proposals must be submitted in a sealed envelope and plainly marked, “Personal

Property FY2027, FY2028 & FY2029 Interim Year Adjustments”

Specifications regarding the proposal may be obtained at the City of Waltham’s Purchasing

website: https://www.city.waltham.ma.us/category/tags/purchasing-bids-open-0

Any questions regarding this request for proposal should be addressed by the deadline of

12:00 PM on Tuesday March 3rd, 2026

via email only to:

Crystal Philpott

Email: cphilpott@city.waltham.ma.us

CITY OF WALTHAM, MA REQUEST FOR PROPOSALS

THE PERSONAL PROPERTY FY2027, FY2028 & FY2029 INTERIM YEAR

ADJUSTMENTS

The City of Waltham, MA invites sealed proposals for the “PERSONAL PROPERTY

FY2027, FY2028 & FY2029 Interim Year Adjustments” which will be accepted until 10:00 AM

on Tuesday, March 10, 2026 at the Office of the Purchasing Agent at 610 Main Street,

Waltham, MA 02452

The Purchasing Agent will award of the contract in conjunction with authorized officials of the

City. The City of Waltham reserves the right to reject any and all proposals or to waive any

informality in the proposals, if it appears in the city’s best interest.

INSTRUCTIONS TO PROPOSERS:

Contractors shall submit separate Price and Non-Price Proposals. Each of the Proposals must be

signed, placed in separate envelopes, and sealed. The Non-Price Proposal must, at the very least,

address and comply with the MINIMUM EVALUATION CRITERIA set forth in this request for

proposals in order to be considered responsive.

Both of the envelopes containing the Price and the Non-Price Proposal must be marked

with the Contractor's name, date of opening, and either “Price Proposal” or “Non-Price Proposal

for the “PERSONAL PROPERTY FY2027, FY2028 & FY2029 Interim Year Adjustments”

A Contractor may correct, modify, or withdraw a Proposal by sealed, written notice clearly

marked as a correction, modification, or withdrawal, and received in the Office of the City of

Waltham Purchasing Agent prior to the time and date set for Proposal opening.

In addition, each Contractor must submit the following as part of the “Non-Price Proposal”:

1. A letter of transmittal addressed to the Purchasing Agent and signed by the

individual authorized to negotiate for the Contractor and a statement that the

proposal will remain in effect for at least thirty (30) days from the submission of

proposals.

2. A list of the revaluation contracts for which the Contractor is currently committed,

as well as a 5-year client list with the names and telephone numbers of the

individuals to be contacted as a reference.

3. All information required in the Minimum Evaluation Criteria section, in order to

fairly evaluate each proposal.

4. ATTACHMENT ‘A’ (Completed Attached Compliance Documents)

5. The City of Waltham utilizes the Govern software for billing. Contractor’s must

produce data in a format which allows integration with Govern billing system.

GENERAL CONDITIONS AND REQUIREMENTS

1. PROPOSAL RULES

This proposal is solicited and will be awarded pursuant to the rules set forth in Chapter 687

of the Massachusetts Acts of 1989, the "Uniform Procurement Act" now Chapter 30B, of the

Massachusetts General Laws.

2. REVIEWING PERIOD

All proposals meeting bid requirements and conditions may be held by the City of Waltham

for a period not to exceed thirty (30) days from the date of opening the proposals. The

Assessors will be reviewing the proposals for the purpose of investigating the Contractors

qualifications and experience on similar projects prior to the awarding of the contract.

3. BASIS OF PROPOSAL AWARD

The Waltham Board of Assessors along with authorized city Officials will evaluate the

Proposals. After taking into consideration the relative merits of each Proposal, the contract

shall be awarded to the responsible and responsive Contractor that submits the most

advantageous proposal to the City of Waltham.

4. FORCE MAJEURE

Neither party shall be liable to the other or deemed to be in breach under the agreement for

any failure to perform including, without limitation, a delay in rendering performance due to

causes beyond its reasonable control, such as an order, injunction, judgment, or

determination of any Court of the United States, or the Commonwealth of Massachusetts, an

Act of God, war, civil disobedience, extraordinary weather conditions, labor disputes, or

shortages or fluctuation in electric power, heat, light, or air conditioning. Dates or time of

performance will be extended automatically to the extent of such delays provided that the

party whose performance is affected notifies the other promptly of the existence and nature

of such delay. It is agreed, however, that since the performance dates of this contract are

important to the implementation of the entire revaluation program, continued failure to

perform for periods aggregating sixty (60) or more days even for causes beyond the control

of the Contractor, shall be deemed to render performance impossible, and the Municipality

shall thereafter have the right to terminate this agreement in accordance with the provisions

of the section entitled, "Termination."

5. TERMINATION OF THE CONTRACT

Subject to the provisions of the section entitled "Force Majeure", if the Contractor shall fail

to fulfill in a timely and satisfactory manner its obligations under this agreement, or if the

Contractor violates any covenants, conditions, or stipulations of this agreement, which failure

or violation shall continue for twenty-one (21) business days after written notice of such

failure or violation is received by the Contractor, then the Municipality shall thereupon have

the right to terminate this agreement by giving written notice to the Contractor of such

termination and specifying the effective date thereof, at least seven (7) days before the

effective date of such termination.

6. ASSIGNMENT OF CONTRACT

The Contractor shall not assign or in any way transfer any interest in this agreement without

the prior written consent of the City, provided however, that claims for money due or to

become due to the Contractor from the municipality hereunder may be assigned to a bank,

trust company, or other financial institution without such consent, so long as notice of any

such assignment is furnished promptly to the Assessors, any such assignment shall be

expressly made subject to all defenses, set offs, or counterclaims which would have been

available to the City against the Contractor in the absence of such assignment.

7. EVALUATION OF WORK

To assure compliance with this agreement, the City shall have the right to enter into the

Contractor's premises during the normal business hours to inspect, monitor, or otherwise

evaluate the work performed or being performed therein.

8. OWNERSHIP OF INFORMATION

A. All information acquired by the Contractor from the Municipality or from others at the

expense of the Municipality in performance of the agreement shall be and remain the

property of the Municipality. All records, data files, computer records, worksheets,

deliverable products complete and incomplete, and all other types of information

prepared or acquired by the Contractor for delivery to the municipality shall be and

remain the property of the Municipality.

B. The Contractor agrees that he will use this information only as required in the

performance of this agreement and will not, before or after the completion of this

agreement, otherwise use said information, nor copy, nor reproduce the same in any

form, except pursuant to the sole written instructions of the City. The Contractor further

agrees to return said information in whatever form it is maintained by the Contractor.

9. INSURANCE REQUIREMENTS

A. The Contractor will maintain all insurance required by law for its employees,

including disability, workers’ compensation and unemployment, and public liability

insurance at least as hereinafter set forth so as to protect it and the MUNICIPALITY

from any and all claims for personal injury and property damage from the entire

pendency of the project:

B. A comprehensive general liability insurance policy with the following limits of

coverage: Combined Bodily Injury/Property damage limits of ($2,000,000) each

occurrence. Four Million Dollars ($4,000,000) aggregate of all claims per occurrence.

C. A comprehensive automobile insurance policy with a combined single limit of One

Million Dollars ($1,000,000).

D. Workers’ Compensation Insurance as required by the then current laws of the

Commonwealth of Massachusetts and Employer’s Liability Insurance with limits of

One Million Dollars ($1,000,000) /One Million Dollars ($1,000,000) / One Million

Dollars ($1,000,000).

E. All of the insurance must be issued by an insurer licensed, authorized and maintains an

office to do business in Massachusetts.

10. ADDENDA

All questions regarding this RFP must be submitted in writing to Click here to enter text. at

Click here to enter text. Questions will be answered in the form of an addendum and issued to

all plan holders of record.

The above GENERAL CONDITIONS AND REQUIREMENTS will be part of the Agreement

between the parties. If a CONTRACTOR cannot comply with the above, or any attached

specifications, or meet any other criteria, the CONTRACTOR’S proposal will be rejected

and classified as incomplete and non-conforming.

11. SCOPE OF THE PROJECT

The project shall provide the necessary assistance for the analysis, table adjustments, reports

and documentation for the Fiscal Years 2027, 2028 and 2029 Interim year adjustments by the

CONTRACTOR.

PERSONAL PROPERTY

LAND TYPE

501

502

503

504

550-552

505

506

508

ACCOUNTS

565

1112

TOTAL PERSONAL:

1,773

This page summarizes the opportunity, including an overview and a preview of the attached documents.

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RFP - Personal Property Valuations, FY27-FY29	912.76 KB

Personal Property Valuations, FY27-FY29

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