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the City of Nashua. This request for proposals is not a contract and alone shail not be
interpreted as such but rather serves as an instrument through which proposals are solicited,

The City of Nashua may reject any or all of the proposals on any basis and without disclosure of
a reason. The failure to make such a disclosure shall not result in accrual of any right, claim or
cause of action by any unsuccessful bidder against the City of Nashua.

The City of Nashua reserves the right to waive any irregularities when the public interest will be
served thereby. The City of Nashua also reserves the right to negotiate any change or
arnmendment in any proposal without soliciting further proposals if the action is necessary for
the best interest of the City of Nashua,

All proposals are binding for ninety (90) days following the deadline for proposals, or until the
effective date of any resulting contract, whichever Is later, The City of Nashua is exempt of all
taxes. All proposals must be FOB Nashua, NH. AM bidders must comply with all applicable Equal
Employment Opportunity laws and regulations.

Pursuant to NRO 5-78 (F), the purchasing manager shall not solicit a proposal from a contractor
who is in default on the payment of taxes, licenses or other monies due the city. Therefore, this
proposal request is void as to anyone who is in default on said payments.

Vendors are encouraged to submit questions via email; however, the City of Nashua assumes
no liability for assuring accurate/complete email transmission/receipt and is not responsible to
acknowledge receipt. Inquiries must be submitted in writing and received no later than
Wadnesday, May 30 at 5:00 PAA tas
Tim Cummings
Director, Economic Development
Email: cummingst @nashuanh.gov

The City of Nashua will consider all timely-received questions and requests for change and, if
reasonable and appropriate, will issue an addendum to clarify or modify this IFB. Answers ta
vendor submitted questions and other addenda will be posted under document REPOQOL9-
060428 on the City of Nashua website; www nashuanh.gov, under Services; Bid Opportunities;
Current Bids; (Refer to Document RFPOO19-060418) no later than Thursday, May 31, 2018, at
5:00 PM,

Sincerely,
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—

Danielle Greenberg
City of Nashua NH - Purchasing Agent II
preenbergd@nashuanh.gov

he

RFPOOLS-O60418 Real Estate Brokerage & Marketing Services

IL. Background

The City of Nashua is a community of over 89,000 residants nestled in southern New Hampshire
along the bustling Everett Turnpike Highway. A historic community with a culture steep In
innovation and technology.

The City understands the importance of business and works hard to attract commerce in a
diverse array of industries. This RFP is specifically geared towards city owned properties are
made up of vacant land or are residential sites. The City of Nashua is committed to identifying
creative and productive business solutions that will generate revenue, which will be
reinvested in a variety of community services, programs and infrastructure,

The City recently consteucted the Broad Street Parkway a limited access roadway connecting
the downtown/mill yard to the Everett Turnpike and with this project coming to conclusion
there are surplus pieces of property that need to be sold.

a. Scope of Services

A. The successful firm shail agres to contract with the City of Nashua te provide the
following:

Perform market analysis.
Develog strategies for leasing and/or sale of properties
Work with Economic Development Director to negotiate the lease and/or sale of
properties with buyers and prospects.

® Work with Economic Development Director to negotiate the lease and/or purchase of
properties with sellers.
Coordinate real estate appraisals.
Handle all other customary activities and services associated with real estate
transactions.

® Attendance and presentations at meetings of the Board of Aldermen and Advisary
Boards/Comrmitiees of the City of Nashua may be required.

8. Broker's Qualifications
Respondents to this RFP shall have the following qualifications:

Must be Heensed and in good standing with the State of New Hampshire
Must have an excellent reputation in the real estate community.

e fWust be kiewledgeable in the local real estate market and have experience with
residential properties (including multifamily).

» Must be knowledgeable in the use of all public real estate records

RFPOO1S-OG0418 Real Estate Brokerage & Marketing Services 3

HH. Submission Requirements

4, By submitting a proposal, you represent that you have (1) thoroughly examined and
become familiar with the scope of services outlined in this REP and (2) are capable of
performing quality work to achleve the City of Nashua’s Scope of Work.

The following information must be included in or with your proposal:

» ‘Years in business and previous names of the firm, if any.

Description of the firm, including size of firm, location, lead broker to be assigned
to perform the proposed services, including a brief resurne.

« Description of experience (minimum five years previous experience with
proven effectiveness) the firrn or organization has in pertinent real estate
experience,

e Experience in assisting similar size entities, including any and all services for
government agencies.

e List of at least three references to whom the firm provided similar services.

Please provide a description of the services, when they were provided, the key

peopte involved, and names and telephone numbers of contact persons for each

reference.

Listing of current litigation, outstanding judgments and liens, if any.

Fea schedule, which shall include the following iterns:

State your propased commission rate for sale/purchase and leasing of properties.

Hourly rates as may be applicable to special {non-commnission} project analysis.

State any other costs the City of Paso Robles may anticipate relating to the rea!

estate services to be provided.

2 € @ 8 @

Wy. Selection Criteria
The criteria upon which the City will base its selection may include the following:
Experience providing real estate brokerage services to cities/towns and other government
entities with a special emphasis on services related to residential transactions, Knowledge of

the local and regional real estate market enviranment proposed methodologies, including
approach and professional qualificatians

RFPOUL9-O60418 Real Estate Brokerage & Markeling Services &

Exnibit A

exeenerernar A

® 11 Baldwin Street - Nashua
® 4 Hillcrest Avenue — Nashua

e 38 6 West Hollis Streat-~Nashua

*Other residential properties may be added as deemed appropriate.

RFPOOIS-0G04128 Real Estate Brokerage & Marketing Services

4&4

AN INDUSTRY LEADER

VED You WOT wth Me you woth ath a trares agent thal haa the hacking ot
ihe work!'s largest realestate company. conssing of 180.000+ assonates
round tbe globe That cuts your bsting within the largest rea! estate networt
wth the furthestreach

nee Vidaens was but on a seropie yet Fevaubonary foicapie pope are
aha? matte: most To help cement this unterstanding we ve formaiwed a
Dee! bysiem that QoGet “ow we treat each other and how we do busmess

Win-Win of no deal

integrity do the nght thing

Customers anvays come first

Commitment in al things

Communication seet first to understand
Creativity deas before resuis

Teamwork togeiner everyone achieves more

Trust staris var nonesiy

Success resuis inrqugn people

in 2097, Keller Willams was once againnamed the #1 TOP
TSsINING ORGANIZATION in the world across all
indusines by Training magazine. in 2018, KW was induced
inte the Tramng Hallo Fame When youwork with me,
you duectly henels fram the workd-clags training

provisions are made by the Board of Trustees with the concurrence of the Board of
Aldermen. The Public Works Employees’ Retirement System does not issue independent
financial statements. Administrative costs are financed by Trust earnings.

Membership of each plan consisted of the following at July 1, 2020, the date of the latest
actuarial valuation:

inactive plan members or beneficiaries receiving benefits 112
Inactive plan members entitled to but not yet
receiving benefits 10
Active plan members _167_
Total 289
Benefits Provided

The System provides for retirement and death benefits. The retirement allowance benefit
is up to a maximum 65% of final compensation reduced proportionately for creditable
services less than 25 years (30 if hired after July 1, 2010). Benefit payments are based upon
a member’s age and length of creditable service. Members become fully vested after 10
years of creditable service. A retirement allowance may be received upon reaching ago 60
with 10 years of credited service or upon attaining 25 years (30 years if hired after July 1,
2010) of continuous service with the Board of Public Works. The plan also provides for
early retirement for 65% of final compensation reduced by 0.555% for each month between
age 60 and the member’s early retirement date. In addition, the System provides for
disability retirement allowance if age 60 or older with a minimum of 10 years of creditable
service, 65% (60% if under age 60) of final compensation reduced proportionately for
creditable service less than 25 years (30 years if hired after July 1, 2010).

The death allowance benefits are based upon creditable service and classification. Members
become vested after 10 years of creditable service. Employee contributions must be left in
the plan for the deferred vested benefit to be payable. Pre-retirement spouse benefits are paid
at 50% of the benefit to which the member would have been entitled had the member retired
on the date of death, when accidental death benefits are not payable, and if the member has
10 or more years of service.

Post-Retirement benefits of $3,000 are paid to beneficiaries of retired members upon the
death of the retired member. Accidental death benefits are 65% of final compensation to
spouse until death or remarriage, or dependent child to age 18, or dependent parent for life.

Contributions

The City employees each contribute 9.15% of their base salary, as specified by ordinance. The
City’s contribution is determined by the actuarial valuation. The City’s contribution to the
System for the year ended June 30, 2021 was $907,292, which was equal to its annual
required contribution.

B2

RFPOOLS-GB0418 Real Estate Brokerage & Marketing Services
Proposal by Louise Brochu & Jane Riedel iW Metropolitan Realty

LoulseBrochu@KW.com
603-854-0950

KW Metropolitan Realty has been in business since 2005 and currently has 424 residential real estate
agents. KW Metropolitan is located at 168 $ River Road, Bedford NH, 03110. KW Metro agents have
sold 1,060 residentlal/multi - family properties in the past 6 months.

Currently KW Metropolitan has no outstanding judgements or liens but does have litigation pending.

Fees: Commission for sold properties would be 4% that would be split equally with the buyers real
estate agent. Commission for leased properties would be the equivalent of 1 month's rant. Mo fees for
project analysis or attendance of board meetings.

Relerences: Jane Riedel

i- Cheryl Blaine
781-718-7287

scope of work: Leasing agent for Ms. Blaine’s 3 multi family properties in NH for the past $4
years

2- Keri Lloyd
617-686-1696
Renhliovd @ermall com
Scope of work: Leasing agent for Mr, Uoyd's multi-family property for the past 10 years.
Recently sold this preperty for him.
3- Chris Kucharski
603-498-8319
Chys.kucharski@enill.com
Scope of work: Sold his home in spring 2017 and helped him find a foreclosure requiring
homepath renovation joan in Decamber 2017
4- Andrew Cummings
603-285-5843
Bogreweurnmingsd hotmelt com
Scope of work: Buyer agent for Mr. Cummings in 2013 and currently listing a condo he has for
sale,

References: Louise Brochu

ge

Lee Jeffers

leeletiers comcast.net

603-233-2100

scope of work: Recently sold his home In 2 days for $20,006 over appraised vatue/market value

by staging, utilizing social media advertising, googie ads anc FB ads targeting buyers.
Pamela Wafer

603-493-3346

Pwaferi3 @emall.com

Scope of work: Sald her home fall 2017 in? days for asking price with no seller concessions and
assisted In helping her find a new hore to purchase.

RESUMES
Louise Brachu
Louise has been selling real estate for 1% years in the NH and northern MA market and has
been @ real estate investor for over 9 years. She is very active with real estate
in NH and MA

investment clubs

CORE COMPETENCIES

+ Real Estate Financial Analysis @Negotiations # Real Estate investment & Sales

EASTRIENCE & ACHIEVEMENTS

GRADUATE OF HARVARD UNIVERSITY SPECIALTY REAL ESTATE FINANCE MAY 2016
Acquired skill set:

¢

ee &£ &@ & &

Building financial pro formas for apartment, office, retail and for-sale residential development
projects

Capture of critical tax implications for real estate in my pro forma such as de preciation,
capital gains, and passive losses to calculate after tax cash flows from real estate investments
Analyze whether & when to hald, sell, refina nce, or renovate an existing property

sansitivity Analysis

DCF analysis

Development of proposals

Ability to negotiate contractual agreements

Advanced user of Microsoft applications, EXCEL VBA

INVESTOR AND OWNER OF REAL ESTATE LLC's @ 2009 - PRESENT

Real Estate Agant, Investar & Analyst

Owner & investor in various residential rental properties in NH. Licensed NH & MA

real estate agent. Applying the skills and knowledge | obtained at Harvard | calculate discounted cash

flows, perform sensitivity analysis, and assess the real astate market and properties to develop business
plans and strategies to maximize my returns,

KRAFT HEINZ COMPANY- FOODSERVICE, Manstisio, MA @ 2006 —SepTemaer 2016
Regional/National Account Manager

Charged with applying extensive product and market knowledge to self to major, complex national &
Strategic accounts. Maximize sales to top tier accounts by Implementing advanced business planning,
forecasting, analytical, and category management expertise. Responsible for building relationships with
account personnel including

C - Level management, marketing/brands, operations, R&D, logistics and finance. Development of
business plans to drive profitable value added growth while building strong relationships with
customers, Work closely with Marketing, R&D, anc Culinary in developing compelling menu solutions
through a consultative approach with customers. Utilize Salesforce as a business tool to maintain
records and documentation of customer as well as sales activity, Contract negotiations to maxirnize
Align resources to support sales needs: Technology, Marketing, Cullnary, R&D and Analytics, ate. 2016
generated $20 million in gross sales and was on track to grow business by at least 20% in 2017

EDUCATION

Masters of Liberal Arts, Extension Studies (Finance), Harvard University
BBA Bishop's Univarsity
Associates, Commerce, Charnplain Regional College

SKILLS

Financial Management
Advanced in Microsoft Office programs, advanced Excel [VBA macros}, Argus Enterprise,
PowerPoint, Word, CRM & SAP

dane Riedel

Jane has been selling and leasing real estate in the southern NH market for over 12 years. She
has owned multi- family properties and has experience warking with investors as well as
hundreds of horne owners and buyers. She has a Bachelor's degree in business studies from NM
College.

MABRKETING

We utilize traditional marketing strategies such as open houses, broker open houses, signage on the
property with info boxes, MLS listings that get transcribed to Zillow, Trulia, Realtor.com, Craigslist ads,
etc. With over 400 agents KW has a vast source of in house buyers/investors network with profi sharing
that makes all agents committed to selling aur clients properties,

We also stage the property, use professional photography and drone video (if landscape or proximity to
park, water is a desirable feature). Targeted google and FB ads, posting on various F'B group sites such as
NH property sale & rental, Nashua happenings, NH Broker open houses, etc. We also send oul open
house and listing details to all members of the Greater Manchester & Nashua Board of Realtor
additionally we market to RE] and various real estate club members via social media or email blasts.