Vermont Department of Taxes
133 State Street
Montpelier VT 05609-3001
REQUEST FOR PROPOSAL
PROPERTY VALUATION SERVICES
QUESTIONS DUE BY:
RFP RESPONSES DUE BY:
October 14, 2019
October 18, 2019 4:30PM
October 25, 9:00AM
PLEASE BE ADVISED THAT ALL NOTIFICATIONS, RELEASES, AND ADDENDUMS ASSOCIATED
WITH THIS RFP WILL BE POSTED AT:
THE STATE WILL MAKE NO ATTEMPT TO CONTACT INTERESTED PARTIES WITH UPDATED
INFORMATION. IT IS THE RESPONSIBILITY OF EACH BIDDER TO PERIODICALLY CHECK THE
ABOVE WEBPAGEFOR ANY AND ALL NOTIFICATIONS, RELEASES AND ADDENDUMS
ASSOCIATED WITH THIS RFP.
RFP Revised July 19, 2019
1.1. SCOPE AND BACKGROUND: Through this Request for Proposal (RFP) the Vermont
Department of Taxes (hereinafter the “State”) is seeking to establish contracts with one or more
companies that can provide Property Valuation Services.
1.2. CONTRACT PERIOD: Contracts arising from this RFP will be for a period of 1 year.
1.3. SINGLE POINT OF CONTACT: All communications concerning this RFP are to be addressed in
writing to the State Contact listed on the front page of this RFP. Actual or attempted contact with
any other individual from the State concerning this RFP is strictly prohibited and may result in
1.4. BIDDERS’ CONFERENCE: A bidders’ conference will NOT be held at 133 State Street -
Montpelier, VT 05609-3001 at the date and time indicated on the front page of this RFP.
1.5. QUESTION AND ANSWER PERIOD: Any vendor requiring clarification of any section of this RFP
or wishing to comment on any requirement of the RFP must submit specific questions in writing
no later than the deadline for question indicated on the first page of this RFP. Questions may be
e-mailed to the point of contact on the front page of this RFP. Questions or comments not raised
in writing on or before the last day of the question period are thereafter waived. At the close of
the question period a copy of all questions or comments and the State's responses will be posted
on the State’s web site http://www.bgs.state.vt.us/pca/bids/bids.php Every effort will be made to
post this information as soon as possible after the question period ends, contingent on the
number and complexity of the questions.
2. DETAILED REQUIREMENTS/DESIRED OUTCOMES:
The Vermont Department of Taxes (“Department”) is soliciting bids for property appraisal
services to conduct appraisals of Vermont real property for purposes of the education and
municipal property tax grand lists.
The Vermont Legislature has made funds available to the Vermont Department of Taxes
for the appraisal of hydroelectric facilities owned by Great River Hydro LLC in the State of
Vermont. The appraisals are to be offered for grand list values of property and for defending the
appeals of the appraisals.
Specifically, the Contractor shall value flowage easements owned by Great River Hydro
LLC and located in the Town of Norwich, Vermont. The Contractor shall perform various tasks
necessary to prepare updated estimates of value and supporting documentation for the facilities
and lands as requested by the Vermont Department of Taxes. Contractor shall update listed values
and shall provide consulting and expert testimony to assist the State of Vermont and Town of
Norwich, including assistance with research, records review, assistance with discovery and
attendance and testimony at depositions and trial.
Purpose of Request for Proposal
The State of Vermont has determined that it needs appraisal expertise for hydroelectric
generating facilities and other lands owned by hydro electric generating entities located on the
Connecticut and Ompompanoosuc Rivers in Vermont and that these appraisals should be
performed by an appraiser or appraisal firm with special expertise in hydroelectric generating
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The purpose of these appraisals will be to determine the fair market value of property and
may be used by the Vermont Department of Taxes Division of Property Valuation and Review in
its equalization study and by Towns in determining the grand list value of these facilities. The
appraiser will be expected to be available to testify in support of these appraisals as needed
throughout any appeals process involving the municipalities and/or the State.
The Contractor will determine appraisal values of flowage easements as defined in 32
V.S.A. §§3481 and 3605.
Minimum Requirements for the Contractor
1. The selected contractor must have a thorough understanding of the expected duties.
2. The selected contractor must have knowledge and familiarity of utility appraisal
methods and techniques.
3. The contractor must have special expertise in hydroelectric utility appraisals.
4. The contractor must have relevant experience and available resources.
5. The selected Court Reporter must be in good standing with the Vermont Department
Terms of Contractor’s Services
1. The selected contractor must commit to a contract with the Department for a period of
two years, and provide the Department the option to extend any contract resulting from
this RFP for up to two additional years.
2. The contract for services shall include the State Contract Provisions set forth in the State
of Vermont Agency of Administration Bulletin 3.5, Appendix C, a copy of which is
attached to this RFP.
All responses to this RFP must specify:
1. The personnel who would perform appraisal services, and the qualifications of those
2. The associated charges for appraisal services, a fee schedule that sets forth proposed
charges, including proposed payment provisions for the initial two- year contract term as
well as for up to an additional two years, in the event that the Commission chooses to
extend the contract.
The State reserves the right to accept or reject any and all bids, in whole or in part, with or
without cause in the best interest of the State; obtain clarification or additional information; and
to waive technicalities in submissions.
RFP Evaluation Criteria
Responses to this RFP will be evaluated by the Department based on the following
• Responsiveness of the bid to the requirements of the RFP;
• Knowledge and familiarity of appraisal methods and techniques (M.A.I, A.S.A., or
comparable professional designation preferred).
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• Qualifications and experience of key personnel who will perform the appraisals.
• The overall cost of the contractor’s services over the term of the contract.
The above criteria are not listed in priority order. The final selection of a proposal shall be at the
sole judgment of the Vermont Department of Taxes.
3. GENERAL REQUIREMENTS:
3.1. PRICING: Bidders must price the terms of this solicitation at their best pricing. Any and all costs
that Bidder wishes the State to consider must be submitted for consideration. If applicable, all
equipment pricing is to include F.O.B. delivery to the ordering facility. No request for extra delivery
cost will be honored. All equipment shall be delivered assembled, serviced, and ready for
immediate use, unless otherwise requested by the State.
3.1.1.Prices and/or rates shall remain firm for the initial term of the contract. The pricing policy
submitted by Bidder must (i) be clearly structured, accountable, and auditable and (ii) cover the
full spectrum of materials and/or services required.
3.1.2.Cooperative Agreements. Bidders that have been awarded similar contracts through a
competitive bidding process with another state and/or cooperative are welcome to submit the
pricing in response to this solicitation.
3.1.3.Retainage. In the discretion of the State, a contract resulting from this RFP may provide that
the State withhold a percentage of the total amount payable for some or all deliverables, such
retainage to be payable upon satisfactory completion and State acceptance in accordance
with the terms and conditions of the contract. I
3.2. BEST AND FINAL OFFER:
3.2.1.Best and Final Offer (BAFO). At any time after submission of Responses and prior to the
final selection of Bidder(s) for Contract negotiation or execution, the State may invite Bidder(s)
to provide a BAFO.
22.214.171.124. The state reserves the right to request BAFOs from only those Bidders that meet the
minimum qualification requirements and/or have not been eliminated from consideration
during the evaluation process.
3.2.2.Evaluation of Responses and Selection of Bidder(s). The State shall have the authority to
evaluate Responses and select the Bidder(s) as may be determined to be in the best interest
of the State and consistent with the goals and performance requirements outlined in this RFP.
3.3. WORKER CLASSIFICATION COMPLIANCE REQUIREMENTS: In accordance with Section 32 of
The Vermont Recovery and Reinvestment Act of 2009 (Act No. 54), Bidders must comply with the
following provisions and requirements.
3.3.1.Self Reporting: For bid amounts exceeding $250,000.00, Bidder shall complete the
appropriate section in the attached Certificate of Compliance for purposes of self-reporting
information relating to past violations, convictions, suspensions, and any other information
related to past performance relative to coding and classification of workers. The State is
requiring information on any violations that occurred in the previous 12 months.
3.3.2.Subcontractor Reporting: For bid amounts exceeding $250,000.00, Bidders are hereby
notified that upon award of contract, and prior to contract execution, the State shall be
provided with a list of all proposed subcontractors and subcontractors’ subcontractors,
together with the identity of those subcontractors’ workers compensation insurance providers,
and additional required or requested information, as applicable, in accordance with Section 32
of The Vermont Recovery and Reinvestment Act of 2009 (Act No. 54). This requirement does
not apply to subcontractors providing supplies only and no labor to the overall contract or
project. This list MUST be updated and provided to the State as additional subcontractors are
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hired. A sample form is available online at http://bgs.vermont.gov/purchasing-
contracting/forms. The subcontractor reporting form is not required to be submitted with
the bid response.
3.4. EXECUTIVE ORDER 05-16: CLIMATE CHANGE CONSIDERATIONS IN STATE
For bid amounts exceeding $25,000.00 Bidders are requested to complete the Climate Change
Considerations in State Procurements Certification, which is included in the Certificate of
Compliance for this RFP.
After consideration of all relevant factors, a bidder that demonstrates business practices that
promote clean energy and address climate change as identified in the Certification, shall be given
favorable consideration in the competitive bidding process. Such favorable consideration shall be
consistent with and not supersede any preference given to resident bidders of the State and/or
products raised or manufactured in the State, as explained in the Method of Award section. But,
such favorable consideration shall not be employed if prohibited by law or other relevant authority
3.5. METHOD OF AWARD: Awards will be made in the best interest of the State. The State may
award one or more contracts and reserves the right to make additional awards to other compliant
bidders at any time if such award is deemed to be in the best interest of the State. All other
considerations being equal, preference will be given first to resident bidders of the state and/or to
products raised or manufactured in the state, and then to bidders who have practices that promote
clean energy and address climate change, as identified in the applicable Certificate of Compliance.
3.5.1.Evaluation Criteria: Consideration shall be given to the Bidder’s project approach and
methodology, qualifications and experience, ability to provide the services within the defined
timeline, cost, and/or success in completing similar projects, as applicable, and to the extent
3.6. STATEMENT OF RIGHTS: The State of Vermont reserves the right to obtain clarification or
additional information necessary to properly evaluate a proposal. Vendors may be asked to give a
verbal presentation of their proposal after submission. Failure of vendor to respond to a request
for additional information or clarification could result in rejection of that vendor's proposal. To
secure a project that is deemed to be in the best interest of the State, the State reserves the right
to accept or reject any and all bids, in whole or in part, with or without cause, and to waive
technicalities in submissions. The State also reserves the right to make purchases outside of the
awarded contracts where it is deemed in the best interest of the State.
3.7. CONTRACT TERMS: The selected bidder(s) will be expected to sign a contract with the State,
including the Standard Contract Form and Attachment C as attached to this RFP for reference.
The contract will obligate the bidder to provide the services and/or products identified in its bid, at
the prices listed.
3.7.1.PAYMENT TERMS: All invoices are to be rendered by the Contractor on the vendor's
standard billhead and forwarded directly to the institution or agency ordering materials or
services and shall specify the address to which payments will be sent. Payment terms are Net
30 days from receipt of an error-free invoice with all applicable supporting documentation.
Percentage discounts may be offered for prompt payments of invoices; however, such
discounts must be in effect for a period of 30 days or more in order to be considered in making
4. CONTENT AND FORMAT OF RESPONSES: The content and format requirements listed below are the
minimum requirements for State evaluation. These requirements are not intended to limit the content of
a Bidder’s proposal. Bidders may include additional information or offer alternative solutions for the
State’s consideration. However, the State discourages overly lengthy and costly proposals, and Bidders
RFP Revised July 19, 2019