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Exhibit C
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SCOPE OF WORK
NASHUA PERFORMING ARTS CENTER FEASIBILITY STUDY
PRESENTED BY: BETSY MCNAMARA
FULL CIRCLE CONSULTING
10 FERRY ST, SUITE 3018, CONCORD NH 033017
BMCNAMARA@FULLCIRCLENH.COM, 603-219-0699
FULL CIRCLE CONSULTING EXPERTISE
Full Circle Consulting is a full-service consulting firm that specializes in:
Fundraising and capital campaign management
e Attraction of capital investment for community efforts
« Organizational preparation and positioning to achieve success
e Financial management improvements for maximum effectiveness
Full Circle Consulting, created In 2007, works with nonprofits, small businesses,
and community investors to develop and plan the effective use of resources that
make priorities happen.
Full Circie Consulting believes that nonprofits are integral to every community.
Missian-driven and effective, nonprofits lead the way on issues Impacting the
environment, people, arts, health and education. Full Circle serves as a connector
between those who want to support the work of effective nonprofits, and those
nonprofits implementing the work.
Betsy McNamara will act as lead consultant for this project. Betsy counsels non-
profit organizations on how to raise money for programs or capital campaigns
from individuals, businesses, religious organizations, civic groups, foundations,
and government. Amy Lockwood will serve as an interviewer on this project. Amy
is an expert facilitator and interviewer, board guide and seasoned nonprofit
executive who has worked across northern New England supporting the
advancement of non-profit organizations working to advance their fields and
improve their communities.
PROPOSED SERVICES
Full Circle Consulting will conduct a feasibility study of 25 prospective donors and
opinion leaders that will:
e Test the campaign case for support;
» Test the feasibility of the proposed campaign goal;
* Identify the lead donors and/or volunteers for the campaign; and,
* Help determine campaign strategy.
The project will include the following elements:
Phase 1; Planning & Preparation
Tasks Sy Whom When
Fuil Circle with input
from Nashua
. May - Jun
Develop Case for Support document Director of Economic 2018
Development Tim
Cummings
Finalize interview questions Full Circle May 2018
Refine and finalize list of 35 stakeholders to | Full Circle, Tim May 2018
a
get to 25 interviews Cummings y
Develop draft introductory letter Full Circle May 2018
Mail or email the letter with case for
7 City of Nashua staff {fun 2018
support to prospective study participants
Phas
ri
| 2: Conduct Study
Task By Whom By When
Set appointments by phone or email -
taking care to schedule geographically City of Nashua staff {Jun - Jul 2018
clase interviews together
Reminder call or email to interviewee three
. . . . ‘ City of Nashua staff | Jun -jul 2018
days prior to interview
Conduct 25 confidential in-person
interviews at locations convenient forthe | Full Circle jun = Jul 2018
Interviewee
Send personal thank you for participatin
pe . ; ; y Participating Full Circle Jul 2018
letter to all interviewed
Write and send alized letter to all
: . . person ae a Full Circle and City of
participants with summary of feasibility Aug 2018
findings
Nashua staff
Phase 3: Synthesis & Reparting
Task By Whom By When
Prepare report and campaign
P P ; pals Full Circle Aug 2018
recommendations
On-site result presentation to City of ;
P Y Full Circle Aug 2018
Nashua staff and key volunteers
Fuil Circle Consulting will work closely with City of Nashua staff throughout the
process, including bi-weekly phone or in-person meetings to report on progress
against the timeline, trouble-shoot, and assign tasks.
Full Circle will subcontract the design and printing of the case for support and will
bill the City of Nashua for reimbursement. The City of Nashua is responsible for
producing and mailing the introductory letter and case for support to those to be
interviewed, facilitating volunteer involvement in the process, and producing and
mailing the post-study summary letter to those that were interviewed,
Interviewees may consist of prospective lead and major donors to the campaign;
opinion leaders with influence over decision makers and/or prospective donors;
and, foundation staff (state, regional and national if appropriate). All interviews will
be confidential and results will be reported in the aggregate.
PROPOSED COSTS
The proposed cost for this project is a flat fee of $24,000 plus an estimated
maximum of $1,000 for design and printing of the case for support. Full Circle will
invoice $6,000 upon signing of the contract, and will invoice $6,000 on June 1, July
1, and August 1. Payment is expected within 15 days of invoice receipt.
Full Circle will not commit to design and printing costs without approval from the
City of Nashua. Full Circle will invoice for reimbursement of design and printing
expenses as they are incurred.
aay
ks
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Tr eee nad ee a ed
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ChE ease
}\ THE CITY OF NASHUA “the Gate Ciy’
Financial Services
Purchasing Department
LL LL TT A RR 52 VP So ams erm a
May 10, 2018
Memo #18-146
TO: MAYOR DONCHESS
FINANCE COMMITTEE
SUBJECT: CONTRACT FOR TAX CREDIT CONSULTANT (VALUE: $63,450)
DEPARTMENT: 183 ECONOMIC DEVELOPMENT; FUND: PAC FEASIBILITY STUDY
Please see attached communication from Tim Cummings, Director of Economic Development dated May
10, 2018 for the information related to this purchase.
Pursuant to NRO § 5-83 Professional Services (A) In the purchase of accounting, architectural, auditing,
engineering, legal, medical and ambulance services and purchases of independent professional
consultant services for personnel, data processing, actuarial, planning, management and other
comparable purchases competitive bidding shall not be required.
The Director of Economic Development and the Purchasing Department recommend approval of this
coniract in an amount of $63,450 to William C. (Niel) Cannon, Finance and Development Consultant
of New Hampton, NH.
Respectfully,
-Wan K6oken
Purchasing Manager
Cc: T Cummings J Graziano
229 Main Street « Nashua, New Hampshire 03061 © Phone (603) 589-3330 » Fax (603) 589-3233
G2) THE CITY OF NASHUA “The Gate City’
Economic Development Division
To: Mayor Donchess, City of Nashua
From: Tim Cummings, Economic Development Division Director
Ceo: Janet Graziano, Financial Manager
Date: May/2018
Re: Tax Credit Consulting Contract
Request
The Office of Economic Development requests the approval of the contract before you in the amount of
$63,450 with Niel Cannon, a sole proprietor and a finance/development finance consultant from New
Hampton, New Hampshire.
Background on Procurement
This contract is a reputable finance development consultant that has worked extensively with New Market
Tax Credit projects previously. The project entails a phased approached with the initial phase will be the
solicitation of a Community Development Entity (“CDE”) to award part of their New Market Tax Credit
Allocation to this project. This phase is approximately $20,000 to $30,000 worth of work. The balance of
the contract would go to the 2™ phase with is the facilitation and closing of the transaction.
In March of 2018, the City of Nashua Mayor’s Office of Economic Development issued a Request for
Proposals seeking proposals from professional tax credit consultant to assess and outline how best to
execute a program that would achieve a New Market Tax Credit Allocation for the Performing Arts
Center.
While following required Purchasing Department protocol for public notification of consulting
opportunities, staff took additional steps to identify the most capable companies throughout the country.
Notices of the availability were sent directly to 6 firms.
The City received 3 proposals. A small evaluation team met and discussed the proposals and conducted
phone interviews with each of the respondents. It was the overall consensus that Niel be awarded the
contract based on his knowledge of New Hampshire’s development finance industry, past experience in
general with New Market Tax Credits and his innovative approach.
CONTRACT FOR PROFESSIONAL SERVICES
TAX CREDIT FINANCING PROFESSIONAL SERVICES
RFP0265-022018
A CONTRACT BETWEEN
THE CITY OF NASHUA, 229 MAIN STREET, NASHUA, NH 03061-2019
AND
WILLIAM C. “NIEL” CANNON
PRINCIPAL & SOLE PROPRIETOR
NAME AND TITLE OF SERVICE PROVIDER
29 OLD BRISTOL ROAD, NEw HAMPTON, NH 03256
ADDRESS OF SERVICE PROVIDER
WHEREAS, the City of Nashua, a political subdivision of the State of New Hampshire,
from time to time requires the services of a Service Provider ; and
WHEREAS, it is deemed that the services of a Service Provider herein specified are both
necessary and desirable and in the best interests of the City of Nashua; and
WHEREAS, Service Provider represents they are duly qualified, equipped, staffed, ready,
willing and able to perform and render the services hereinafter described;
Now, THEREFORE, in consideration of the agreements herein made, the parties mutually
agree as follows:
1. DOCUMENTS INCORPORATED. The following exhibits are by this reference incorporated
herein and are made part of this contract:
Exhibit A-- General Conditions for Contracts
Exhibit B -- RFP0265-022018
Exhibit C — Proposal Responding to RFP0265-022018 with Scope of Work
The Contract represents the entire and integrated agreement between the patties and supersedes
ptior negotiations, proposals, representations or agreements, either written or oral. Any other
documents which are not listed in this Article are not part of the Contract.
2, WORK TO BE PERFORMED Except as otherwise provided in this contract, Service Provider
shall furnish all services, equipment, and materials and shall perform all operations necessary
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