Project Information

Bid Title

Development And Implementation Of A Revaluation Program

Issuing Agency

Town of Westerly

Location

Rhode Island

Published Date

Apr 15, 2026

Closing Date

May 6, 2026

Government Level

State & Local

Status

Closed

Ref. #

27-07

Original Source

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Bid Documents

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Project Description

Bid Number:	27-07
Bid Title:	Development And Implementation Of A Revaluation Program
Category:	Services (Professional, Support, Consulting and Misc. Services)
Status:	Open

Publication Date/Time: 4/15/2026 9:00 AM Closing Date/Time: 5/6/2026 2:00 PM Related Documents: 27-07 RFP Development and Implementation of a Revaluation Program

Attachment Preview

TOWN OF WESTERLY / WESTERLY PUBLIC SCHOOLS

REQUEST FOR PROPOSAL

DEVELOPMENT AND IMPLEMENTATION OF A REVALUATION PROGRAM

RFP Number: 27-07

April 15, 2026

The Town of Westerly/Westerly Schools (Town), Westerly, RI, acting through its Purchasing

Agent, is hereby soliciting sealed bids for the above referenced RFP and you are hereby

invited to submit a Lump Sum Proposal for the Scope of Work described in this Request for

Proposal, in strict accordance with the Bid Documents.

TERMS AND CONDITIONS

Bids shall be based on the Terms and Conditions as referenced in this Request for Proposal.

BID DUE DATE/SUBMITTING INSTRUCTIONS

BIDS ARE DUE and MUST BE SUBMITTED on the attached BID FORM, Attachments B, NO LATER THAN

02:00 p.m., EST, May 6, 2026. A Bid submitted on other than the attached BID BREAKDOWN FORM

may be rejected. Envelopes containing bids must be sealed and addressed to the undersigned, at

the Purchasing Department, Westerly Town Hall, 45 Broad St., Westerly, RI 02891 and must be

clearly marked with the Name and Address of Bidder, Bid Due Date and Time, and RFQ Number

and Title. Bidders must include one original and a Public copy (on a Flash Drive) of the Bid as defined

in the Instruction to Bidders.

BIDDER’S QUESTIONS

Questions regarding this solicitation must be emailed and received by the Purchasing

Agent at ecardillo@westerlyri.gov no later than 12:00PM on April 28, 2026, in a Microsoft

Word attachment with the corresponding solicitation number. Questions, if any, and

responses will be posted on the Town of Westerly website at www.westerlyri.gov as an

addendum to this solicitation

SPECIAL INSTRUCTIONS TO BIDDERS

1. Bidder shall base the Proposal on providing all materials and equipment, FOB jobsite.

2. Price must include a 5% Bid Bond and cost of Payment and Performance Bonds. The

successful subcontractor will be required to post a 100% Payment and Performance

Bond.

3. Quotes must be firm for a minimum of 120 days from date of submission.

4. Bid Completeness - Pricing submitted on this project must be an all-inclusive price.

The intent of an all-inclusive Price is such that no Adds or Change Orders will be

necessary.

5. This project is Tax exempt for Rhode Island Sales Tax and Federal Excise Taxes.

RFQ BID DOCUMENTS

Attachment A – Scope of Work/ Project Schedule, Pages 3 - 15

Attachment B – Bid Form Pages 16 - 17

Attachment C – Instruction to Bidders Pages 18 – 23

Attachment D – Bid Preparation Checklist Page 24

APPENDIX A – Bidder Certification Pages 25 - 29

AGREEMENT – Pages 30 - 38

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TOWN OF WESTERLY / WESTERLY PUBLIC SCHOOLS

This solicitation is a v a i l a b l e at www.westerlyri.gov.

The Town of Westerly/Westerly Schools reserves the right to reject any/all bids, waive any

informalities in the bids received and to accept and award the bid to the lowest qualified bid deemed

most favorable to the interest of the Town/School.

The Town/School does not discriminate based on age, color, gender, national origin, race, religion,

sexual orientation, or disability in accordance with applicable laws and regulations

Regards,

Eileen Cardillo

Purchasing Agent

Town of Westerly/ Westerly Public Schools

45 Broad Street

Westerly, RI 02891

Tel: (401) 348-2599

Email: ecardillo@westerlyri.gov

www.WesterlyRI.gov

CC: ES

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TOWN OF WESTERLY / WESTERLY PUBLIC SCHOOLS

ATTACHMENT "A"

SCOPE OF WORK

(And Project Schedule and Document Requirements)

DEVELOPMENT AND IMPLEMENTATION OF A REVALUATION PROGRAM

RFP 27-07

SCOPE OF WORK

The Town of Westerly, Rhode Island is undertaking a program to update the values on all real

property, pursuant to the Rhode Island State Statutes. This program does not include personal

tangible property.

As provided under Section 44-5 of RI General Laws, Westerly's Revaluation cycle calls for a town-

wide revaluation as of December 31, 2027.

Information pertaining to the Contractor's technical and management approach to completing this

Project, as well as the proposed cost, timetable and staffing plan, shall be presented in the

Proposal.

The Town of Westerly reserves the right to add, delete from, and alter in any manner the

Specifications attached hereto, at any time, prior to the execution by the Town of Westerly of the

formal Contract. The Town of Westerly reserves the right to reject any or all bids or any portion

thereof, and may accept the bid deemed most acceptable and in the best interest of the Town.

The Contractor must submit as part of its Proposal the following information.

1. A letter of transmittal signed by the individual authorized to negotiate for and contractually bind

the Contractor stating that the Proposal is effective for one hundred twenty (120) calendar days

from the deadline for the submission of Proposals.

2. A list of the Rhode Island municipalities for which the Contractor has completed revaluation

programs.

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

4. Written assurance that the revaluation will meet Rhode Island certification requirements.

5. A list of personnel assigned to the project and their resumes.

6. Anticipated cost assigned to each assessment phase.

The criteria upon which Proposals will be evaluated includes, but is not limited to, the following:

1. Directness of the response to the specifications.

2. Experience of the Contractor with other revaluation programs and the experience and

qualifications of the staff to be assigned to this particular Project.

3. Cost of the Project will be considered, but will not be the sole basis for evaluation. Contractors

must demonstrate that they are qualified and responsible as well.

4. Project timetable.

5. Range and completeness of the public information program.

6. Willingness to assist the Assessor and staff in understanding the Project as it progresses and a

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TOWN OF WESTERLY / WESTERLY PUBLIC SCHOOLS

commitment to train the Assessor and staff.

7. Experience of the Contractor with CAMA software in general, and with VISION software, which

is intended for use on this Project. Experience, by the contractor, with Vision software in other

States will be considered as well.

8. Town's interest in maintaining Internet assessing database. All data will be view-only for public

use. The contractors are encouraged to include a website proposal.

SPECIFICATIONS

The Project shall be for the complete reappraisal of all taxable real estate within the corporate

limits

of the Town of Westerly, Rhode Island, as of December 31,.2027, as described below.

1. All taxable real estate - land, buildings, and improvements.

All listing, inspection and measurement will be the sole responsibility of the Revaluation

Company.

Exceptions:

1) All land values classified under farm, forest & open space will be performed by the

Assessor's Office.

2) The Assessor's Office shall value all newly constructed improvements created prior to December

31, 2027, or those incomplete as of this valuation date, and these parcels shall not be included in

the contract price.

3) All tax-exempt properties.

All work to be carried out in this Project and all forms, materials, and supplies utilized in this

Project

shall conform to, and be executed in accordance with the requirements of the Rhode Island

General

Statutes pertaining hereto, and shall be subject to the direct supervision and approval of the

Assessor

of the Town of Westerly, Rhode Island.

The value to be determined shall be one hundred percent of the full fair market value as defined in

the Rhode Island General Statutes and shall be based upon methods of appraising recognized by

the

International Association of Assessing Officers (IAAO).

TOWN DATA

1. The last revaluation was effective as of December 31, 2018

2. The last update revaluation was effective as of December 31, 2024

3. Please see page 15 of this document for the Westerly parcel count.

4. The area of the Town is Thirty-three (33) square miles.

5. The Town uses the VISION CAMA software package. The database will be current to

December 31, 2026

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TOWN OF WESTERLY / WESTERLY PUBLIC SCHOOLS

GENERAL REQUIREMENTS

A. CONTRACTOR

1. Certification

Each company, corporation, partnership, or individual, hereinafter termed Contractor,

must hold from the time of submission of the bid through the completion of all work,

valid Rhode Island Revaluation Company certification pursuant to the Rhode Island

General Statutes.

2. Proposal

Each Proposal submitted shall itemize the Contractor's qualifications and experience.

The Contractor shall submit a complete client list of municipalities to which it has

rendered services during the last five years and the nature of those services. At least

one such Project shall have been performed for a municipality whose assessment list

is comparable to or larger than that of the Town of Westerly. The Proposal shall also

include a statement showing the number of years the bidder has actually been

engaged as a company, corporation, partnership, or individual specializing in

municipal tax revaluation services.

3. The Contractor shall not make any changes to this Request for Proposal (RFP) as

presented. The Proposal shall be in the same format as this RFP. Exceptions to the

RFP, if any, shall be clearly identified in a separate section.

4. The Contractor, in its Proposal, must indicate prior experience with the VISION

CAMA software to develop sound and defensible values. Experience with VISION

CAMA from other states will be considered.

B. PERSONNEL

The Contractor shall provide experienced and qualified personnel in compliance with the

requirements of the Equal Employment Opportunity provisions of both the federal and state

governments. The Company shall adhere to all other legislation relating to employment

procedures.

1. Qualifications of Personnel

All personnel assigned to this Project shall be subject to approval of the Assessor and

shall be subject to removal from this Project by the Contractor upon the written

request of the Assessor.

2.Minimal Qualifications

a. Project Manager or Supervisor

The administration of this Project shall be assigned by the Contractor to a

Project Manager or Supervisor who shall have no less than five years of

experience in the management of revaluation projects. The Contractor's

Project Manager will be agreed upon by both parties prior to the execution of

any contract.

b. Reviewers and Appraisers

Reviewers and appraisers shall have no less than two years of experience in

the appraisal of real property for revaluation purposes.

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Commodity Codes

• NAICS 541511Custom Computer Programming Services
• NAICS 541512Computer Systems Design Services
• NAICS 541519Other Computer Related Services
• NAICS 541611Administrative Management and General Management Consulting Services
• NAICS 611430Professional and Management Development Training

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