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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

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.

CONTRACT FOR PROFESSIONAL SERVICES

RFP0019-060418

PROFESSIONAL SERVICES CONSULTING SERVICES FOR
REAL ESTATE BROKERAGE & MARKETING SERVICES

A CONTRACT BETWEEN

THE CITY OF NASHUA, 229 MAIN STREET, NASHUA, NH 03061-2019

AND
LOUISE BROCHU & JANE RIEDEL

KELLER WILLIAM METROPOLITAN REALTY
NAME AND TITLE OF SERVICE PROVIDER

WITH A PRINCIPAL ADDRESS AT

168 SOUTH RIVER ROAD, SUITE 1A, BEDFORD, NH 03110

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 —- Summary & Scope of Services Document

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.

2. WORK TO BE PERFORMED Except as otherwise provided in this contract, Service Provider shall

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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 and attached hereto as Scopes of Work.

3. PERIOD OF PERFORMANCE. Service Provider shall perform and complete all work within one
(1) year execution of this contract that can be extended should both parties mutually agree.
. The time periods set forth 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. Service
Provider shall begin performance upon receipt of the signed contract.

4. COMPENSATION. Service Provider agrees to perform the work for a total cost not to exceed
($ 0.00)

Unless Service Provider has received a written exemption from the City. Service Provider shall
submit requests for payment for services performed under this agreement directly to

City of Nashua

Attn: Accounts Payable
PO Box 2019

Nashua, NH 03061-2019

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, Service Provider 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 will pay for work satisfactorily completed by Service Provider in accordance with this
Agreement. The City will pay Service Provider all undisputed portions of Service Provider’s
invoices within 30 days of receipt by the City of the submitted invoice forms and progress reports.
The City will make no payments until the invoice forms and progress reports have been submitted
and approved. If the City disagrees with any portion of an invoice, it shall notify Service Provider
in writing of the amount in dispute and the specific reason for the objection within 10 days of
receipt of invoice. The City shall pay the undisputed portion of the invoice as specified above.

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