Finance Committee - Agenda - 9/5/2018 - P139
EXHIBIT B

EXHIBIT B
JULY 18, 2018
tull circle
SCOPE OF WORK
CAMPAIGN COUNSEL: NASHUA PERFORMING ARTS CENTER
CAPITAL CAMPAIGN
PRESENTED BY: BETSY MCNAMARA
FULL CIRCLE CONSULTING
10 FERRY ST, SUITE 301B, CONCORD NH 03301
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
e 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 Circle Consulting believes that nonprofits are integral to every community. Mission-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.
SERVICES
Full Circle Consulting will serve as campaign counsel to the capital campaign that will raise
endowment funds for the City of Nashua’s to-be-developed Performing Arts Center. In this
capacity, Full Circle will, with staff and volunteers, conduct the following scope of work:
ff.
With staff and volunteers, recruit campaign City of Nashua staff, Sep — Oct
. committee volunteers,
committee members . 2018
Full Circle
Develop the campaign plan including lead donor
solicitation, identification of foundation and
corporate funding sources, and timing of each
campaign phase
Full Circle, committee Sep - Oct
Provide training te campaign committee Fuil Circle Oct
Develop list of prospective donors to include City of Nashua staff,
giving capacity, interests, solicitation strategy, committee volunteers, | Oct - Nav
and solicitor. Full Circle
Develop packet of campaign materials including:
e Case for support
© Gift pyramid
e Naming opportunities/donor recognition
* Pledge form
e Architectural schematics
e® Project budget
e Campaign budget
e Campaign website
City of Nashua staff,
committee volunteers,
Full Circle
Oct - Nov
Convene campaign committee and meet bi-
Full Circle and
and pledge reminder letters In a timely manner,
: : : Nov 2018
weekly, in person, campaign committee
Campaign Committee commence solicitation visits | Campaign Committee Nov
Facilitate bi-weekly, in person meetings of the
campaign committee. Committee members to Full Circle, campaign Nov 2018 ~
take assignments, conduct visits, secure gifts and | committee Aug 2019
pledges.
Track assignments, pledges, gifts in, and next Full Circle Nov - Aug
steps in cultivation/solicitation process
Support staff and volunteers between meetings .
with regular phone and email contact Full Circle Nov - Aug
As needed write grants and proposais to support Full Circle Nov ~ Aug
the campaign
Track gifts and pledges in donor data base and/or
accounting software. Produce thank you letters | staff Ongoing
CLIENT ROLES
This proposal assumes that City staff will manage the following in the course of the proposed
projects:
® Working with Betsy, recruit a campaign committee of effective, connected volunteers
capable of making their own major gift to the campaign:
* Arrange space and food for all meetings;
* Manage gift intake, donor acknowledgement, and pledge tracking and reminders;
* Produce campaign contribution reports for the campaign committee; and,
« Provide campaign volunteers with donor and volunteer history of prospective campaign
donors.
PROPOSED COSTS AND TIMING
The total contract is September 15, 2018 to August 31, 2019 for a consultant cost of $48,000.
The total contract cost for services and campaign costs will be $48,000. Full Circle will invoice
in monthly installments throughout the contract period.
THE CITY OF NASHUA “The Cate City"
Financial Services
Purchasing Department
August 30, 2018
Memo #19-058
TO: MAYOR DONCHESS
FINANCE COMMITTEE
SUBJECT: 14 COURT STREET BUILDING RENOVATIONS — REPLACE EXTERIOR WALL OF
GLASS AND DOOR SYSTEM (VALUE: $18,890)
DEPARTMENT: 183 ECONOMIC DEVELOPMENT; FUND: BUILDING TRUST FUND
Please see attached communication from Tim Cummings, Director of Economic Development dated
August 14, 2018 for the information related to this purchase.
Pursuant to § 5-78 Major purchases (greater than $10,000) A. All supplies and contractual services,
except as otherwise provided herein, when the estimated cost thereof shall exceed $10,000 shall be
purchased by formal, written contract from the lowest responsible bidder, after due notice inviting bids.
The Director of Economic Development and the Purchasing Department recommend approval of this
purchase in an amount of $18,890 to Berkeley Building Company of Reading, MA.
ee
Te Ly ly ee
Dan‘Kgoken
Purchasing Manager
Ce: T Cummings J Graziano
229 Main Street * Nashua, New Hampshire 03061 e Phone (603) 589-3330 e Fax (603) 589-3233
2s) THE CITY OF NASHUA ae
Economic..Develonment.Division.
To: Mayor Donchess, City of Nashua
From: Tim Cummings, Economic Development Division Director
Ce: Janet Graziano, Financial Manager
Date: August 14, 2018
Re: 14 Court Street Building Renovations (Storefront Glazing)
Request
The Office of Economic Development requests $18,890.00 for work to be done to replace the storefront
glazing acting as an exterior wall facing out to the courtyard at 14 Court Street.
Background
This is base building improvement necessary, but not necessarily needed to be tied into the renovation
project for the basement of 14 Court Street, which led to the administration believing it prudent to
separate this task out.
Bid Selection
The City of Nashua received 3 qualifying bids with Berkeley Building Company being the lowest:
Company Location Storefront
Glazing
Berkeley Building Company | Reading, MA | $18,890.00
D. L. King Nashua, NH $25,000.00
Avatar Construction Salem, NH $29,500.00
CONTRACT FOR INDEPENDENT CONTRACTOR
14 CoURT STREET BUILDING RENOVATIONS
A CONTRACT BETWEEN
THE CITY OF NASHUA, 229 MAIN STREET, CITY HALL, NASHUA, NH 03060
AND
Berkeley Building Company, Inc.
(“Independent Contractor’)
NAME AND TITLE OF INDEPENDENT CONTRACTOR
248 MAIN STREET READING, MA 01867
ADDRESS OF INDEPENDENT CONTRACTOR
WHEREAS, the City of Nashua, a political subdivision of the State of New Hampshire, from time
to time requires the services of an Independent Contractor ; and
WHEREAS, it is deemed that the services of an Independent Contractor herein specified are both
necessary and desirable and in the best interests of the City of Nashua; and
WHEREAS, Independent Contractor 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--Scope of Work and Associated Fees For Storefront Glazing
The Contract represents the entire and integrated agreement between the parties and supersedes prior
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.
In the event of a conflict between the terms of the Proposal and the terms of this Agreement, a written
change order and/or fully executed City of Nashua Purchase Order, the terms of this Agreement, the
written change order or the fully executed City of Nashua Purchase Order shall control over the terms of
the Proposal.
2. WORK TO BE PERFORMED Except as otherwise provided in this contract, Independent Contractor
shall furnish all services, equipment, and materials and shall perform all operations necessary and
required to carry out and perform in accordance with the terms and conditions of the contract the work
described.
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3. PERIOD OF PERFORMANCE. Independent Contractor shall perform and complete all work within the
time periods set forth and may only be altered by the parties by a written agreement to extend the period
of performance or by termination in accordance with the terms of the contract. Independent Contractor
shall begin performance upon receipt of an Executed Contract and a valid Purchase Order issued from the
City of Nashua.
4, COMPENSATION. Independent Contractor agrees to perform the work for a total cost not to exceed
Dollars ($ 18,890.00)
which, unless otherwise provided in this contract, shall be paid in accordance with the provisions of
Exhibit B or unless Independent Contractor has received a written exemption from the City of Nashua.
Independent Contractor shall submit monthly requests for payment for services performed under this
agreement directly to
City of Nashua, City Hall
Attn: Accounts Payable
229 Main Street
Nashua, NH 03060
To facilitate the proper and timely payment of applications, the City of Nashua requires that all
invoices contain a valid PURCHASE ORDER NUMBER.
Requests for payment shall be submitted no later than fifteen (15) days after the end of each month and
must include a detailed summary of the expenditures reported in a form that supports the approved
budget. Specifically, Independent Contractor agrees to provide the following with each request for
payment:
1. Appropriate invoice forms. The forms shall include the project purchase order number, a
listing of personnel hours and billing rates, and other expenditures for which payment is sought.
2. A progress report. The report shall include, for each monthly reporting period, a description
of the work accomplished, problems experienced, upcoming work, any extra work carried out,
and a schedule showing actual expenditures billed for the period, cumulative total expenditures
billed and paid to date under the contract, and a comparison of cumulative total expenditures
billed and paid to the approved budget.
The City of Nashua will pay for work satisfactorily completed by Independent Contractor. The City of
Nashua will pay Independent Contractor within 30 days of approval by the City of Nashua of the
submitted invoice forms and progress reports. The City of Nashua will make no payments until the
invoice forms and progress reports have been submitted and approved.
5. EFFECTIVE DATE OF CONTRACT. This contract shall not become effective until and unless approved
by the City of Nashua.
6. NOTICES. All notices, requests, or approvals required or permitted to be given under this contract
shall be in writing, shall be sent by hand delivery, overnight carrier, or by United States mail, postage
prepaid, and registered or certified, and shall be addressed to:
CITY OF NASHUA REPRESENTATIVE: REPRESENTATIVE:
Tim Cummings, Director Michael Capozzi, Vice President
Economic Development Division Berkley Building Company
229 Main Street 248 Main Street
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Nashua, NH 03060 Reading, MA 01867
Any notice required or permitted under this contract, if sent by United States mail, shall be deemed to be
given to and received by the addressee thereof on the third business day after being deposited in the mail.
The City of Nashua or Independent Contractor may change the address or representative by giving written
notice to the other party.
IN WITNESS WHEREOF, the parties hereto have caused this contract to be signed and intend to be legally
bound thereby.
City of Nashua, NH (signature) (signature)
James Donchess, Mayor
(Printed Name and Title) (Printed Name and Title)
Date Date
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