Town Archives Pilot Project and Action Plan
Project Information
- Bid Title
- Town Archives Pilot Project and Action Plan
- Issuing Agency
- Town of Brookline
- Location
- Massachusetts
- Published Date
- Feb 26, 2026
- Closing Date
- Mar 25, 2026
- Government Level
- State & Local
- Status
- Closed
- Ref. #
- P-26-07
- Original Source
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- Bid Documents
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- Project Description
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Bid Number: P-26-07
Bid Title: Town Archives Pilot Project and Action Plan
Category: Purchasing Status: Open Publication Date/Time: 2/26/2026 8:30 AM Closing Date/Time: 3/25/2026 2:00 PM Related Documents: - Attachment Preview
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TOWN OF BROOKLINEMassachusettsDEPARTMENT OF FINANCEPURCHASING DIVISION333 Washington StreetBrookline, MA 02445617-730-2195Fax: 617-264-6446www.townofbrooklinemass.comTOWN OF BROOKLINE / PURCHASING DIVISIONINVITATION TO BID OR REQUEST FOR PROPOSALSSealed bids/proposals for furnishing the following to the Town of Brookline, MA will be received at theTown of Brookline, Town Hall, Purchasing Division 333 Washington St., 2nd Floor, Room 212, Brookline, MA02445, until the time specified for the bid/proposal opening at which time bids will be opened publicly andproposals in confidence, in accordance with provisions of M.G.L. c. 30B.Item or ServiceTown Archives Pilot Project and ActionPlanDepartmentPlanningReferenceNumberP-26-07Bid/Proposal OpeningDate and TimeWednesday March 25, 2026at 2:00 p.m.Specifications and bid/proposal forms may be obtained at the Purchasing Division or by calling (617) 730-2195.Bid/proposal forms may be downloaded at: http://www.brooklinema.gov/Bids.aspxBid/proposal shall be submitted on the form furnished and in sealed envelope, and marked on the outside with theitem title, reference number and bidder’s name. Contract awarded pursuant to the Invitation to Bid or Request forProposals will be subject to provisions of the Town of Brookline By-Laws Article 4.4 Fair Employment Practiceswith regard to Contracts, relating to non-discrimination in employment, and Article 4.8 Living Wage By-Law,relating to wages paid to employees. The Town reserves the right to accept any bid/proposal in whole or in anypart, and to reject any or all bids/proposals if it shall be deemed in the best interest of the Town to do so.Richard M. Saville, Chief Procurement OfficerMarch 11, 2026TOWN OF BROOKLINEPLANNING AND COMMUNITY DEVELOPMENT333 WASHINGTON STREET, BROOKLINE, MA 02445P-26-07REQUEST FOR PROPOSAL (RFP)forTOWN ARCHIVES PILOT PROJECT & ACTION PLANatTOWN HALLOverviewThe Town of Brookline seeks to retain a consultant team to assist with Phase 1 of the creation ofa Town Archive for the municipality’s historic records*. Town of Brookline departments and theBrookline Preservation Commission have partnered together for this project. Phase 1 consists oftwo main tasks; Task 1 is a Pilot Project and Task 2 is the creation of an Action Plan. For thePilot Project, the chosen team will use the historic records of the Department of Planning andCommunity Development to craft an item-level archival system of survey, documentation, andarrangement of Town records of historic value. The results of Task 1, as well as a reconnaissancesurvey of the historic records of the Town’s Finance and Health Departments, will be the basisfor Task 2, the Action Plan report. The Action Plan will provide an archival needs assessment toassist in the evaluation and planning for a Town-wide archival program. Phase 1 is part of thelarger goal of creating a Town Archive which will broaden the collection’s scope to include theall of the historic records of the Town of Brookline.The work shall be accomplished in coordination with Town staff. The final report will bepresented to the Town of Brookline Department of Planning and Community Development.This Request for Proposals consists of the following parts: Proposal Procedures Proposal Submission Requirements General Description of State of Town Historic Records Design Scope of Work Scope of Services Schedule and Fee Evaluation Process Submission of the Proposal Technical Proposal Signature Form Price Proposal Price Form Technical Proposal Certificate of Non-Collusion, Tax Compliance Certificate, Certificate ofVote*For the purposes of this project, historic records are records retained due to their historic content and potentialbenefit to research and not those that the Town is required to maintain, institutional records, or active collections.GENERALCompetitive sealed proposals are invited in accordance with the provisions of MassachusettsGeneral Laws, Ch. 30B for a Director of Instruction for the Town of Brookline.Procedures under this Request for Proposals (RFP) require a separate and confidentialsubmission of a Cost Proposal and a separate submission of a Technical Proposal. TechnicalProposals will be evaluated without knowledge of prices by a committee appointed by the ChiefProcurement Officer. The Chief Procurement Officer will determine the most advantageousProposal after taking into consideration the evaluation of Technical Proposals made by theSelection Committee together with a consideration of prices set forth in the Cost Proposals.Any questions pertaining specifically to the Scope of Services for this RFP are to be directed to:Meri Beth Slaughter, Preservation Planner, 333 Washington Street, Brookline, MA 02445;telephone: (617) 730-2089; email: mslaughter@brooklinema.govAny questions pertaining to the overall RFP are to be directed to Richard Saville, ProcurementOfficer, Purchasing Division, 333 Washington Street, Brookline, MA 02445; telephone: (617)730-2194; fax (617) 264-6446; email: rsaville@brooklinema.govQuestions will be received until Wednesday March 18th at 11:00am.Proposals may be held open for a period of one hundred twenty (120) days from the proposal duedate unless award is made sooner or the time for award is extended by consent of all partiesconcerned. Award, payment and performance obligations shall depend on the availability andappropriation of funds. The Town of Brookline reserves the right to reject all proposals.Proposal Submission RequirementsProposal will be accepted until March 25, 2025 at 2:00pm to:Town of Brookline - PurchasingTown Hall333 Washington St., 2nd FloorRoom 212Brookline, MA 02445NOTE: Payment (Price) Proposals must be kept entirely separate from Technical Proposals.Failure to follow this instruction will result in rejection of the proposal.It is the sole responsibility of the Proposer to ensure that the proposal arrives on time at thedesignated place.NOTE: Cost proposals must be kept entirely separate from technical proposals. Failure tofollow this instruction will result in rejection of the proposal.Technical Proposal shall be submitted as follows:Each respondent shall submit five (5) copies (1 original and 4 copies) together with one USBstick, in a separate and sealed envelope clearly marked as per the instructions,2Proposal Envelope A—Technical ProposalTown Archives Pilot Project and Action PlanP-26-07Proposer’s Name________________________________________Cost Proposal shall be submitted as follows:Each respondent shall submit five (5) copies (1 original and 4 copies) in a separate and sealedenvelope clearly marked as follows together with one USB stick submitted per the instructions.Proposal Envelope B—Cost ProposalTown Archives Pilot Project and Action PlanP-26-07Proposer’s Name________________________________________The Cost Proposal shall identify costs per task, including the fully burdened hourly rate of eachindividual assigned to each task. If modifications are proposed to the Scope of Services, thecosts of said modifications should be clearly identified.REJECTION OF PROPOSALSThe Town of Brookline reserves the right to reject any and all proposals.3General Description of State of Town Historic RecordsThe Town of Brookline is one of the oldest municipalities in Massachusetts, however, there is nocentralized record keeping or agreed upon retention policy among departments for historicrecords*. Varied historic records are currently held by different offices and departments with nocentralized management. This creates difficulties in communication, decision-making processes,research, and public accessibility to information. Inconsistent retention policies result in therelocation or loss of historic records. The Brookline Historical Society and Preservation Plannersattempt to save documents before this happens; nevertheless, the absence of official procedureshave led to the misplacement or loss of countless records. Additionally, Town historic recordsare not always kept in adequate spaces which has caused irreparable deterioration from moisture,light, insects, the passage of time, and numerous other factors. These losses of historic recordshave left the Town of Brookline without a holistic picture of its history.The earliest study of Town records referenced was completed in 1940 using funding provided bythe Works Progress Administration. The Inventory of Town and City Archives of Massachusetts,No. 11 Norfolk County, Vol. IV, Brookline found that the Town’s record management wasaverage; however, several offices did not retain records and others did not do so consistently.Town offices and departments at the time of the study did not maintain a centralized collection,thus, many used different filing systems and retention methods. The 1940 study identified gapsin the records; whether due to misplacement or destruction is unknown. These challenges havebeen persistent and continue to plague Town historic records into the digital age.In 2017, the Town of Brookline’s Department of Planning and Community Development(DPCD) commissioned an assessment of their historic records and archival materials usingfunding from the Massachusetts Board of Library Commissioners. The Northeast DocumentConservation Center produced a Report of a Preservation Needs Assessment withrecommendations in the following areas: Collection Management and Preservation Planning,Environment, and Collections Storage and Handling. The document outlines short-, mid-, andlong-term goals for the department’s collection, among which is the drafting and adoption of acollections development policy and retention schedule that aligns with established or emergingTown policies. It also identifies the need for a collections’ survey and creation of recordsacquisition policies.The Brookline DPCD currently houses historic records and other materials of historic value inmultiple locations. The majority are at Town Hall in their third-floor office and in the seventh-floor storage area; however, files have also been stored in the attic of the Robert T. LynchMunicipal golf course and within Town own buildings within the Fischer Hill Reservoir Park.Those in the latter two locations are consider historic records “at risk” due to their poor storagelocations and rapid deterioration as a result. The department’s collection encompasses historicdocuments, building materials, monographs, maps, atlases, banners, and photographs in variousformats. There is no catalogue or inventory, leaving only a reliance on folder, filing cabinet, orbox labels. As a result, staff must probe multiple locations and verify contents to complete dailyfunctions and research requests.*For the purposes of this project, historic records are records retained due to their historic content and potentialbenefit to research and not those that the Town is required to maintain, institutional records, or active collections.4
- Commodity Codes
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- NAICS 541330Engineering Services
- NAICS 541611Administrative Management and General Management Consulting Services
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