SURVEY AND PLANNING GRANT C
CITY OF SALEM
DEPARTMENT OF PLANNING AND
STANLEY J. USOVICZ,IR. COMMUNITY DEVELOPMENT
MAYOR
120 WAS-IINGTON STRUT•SALI M,IMA SACT[USLTTS 01970
LYNN GOONIN DINCAN,AICP TEL:978-745-9595•FAX:978-740-0404
DIRECTOR
December 7, 2004
Mr. Michael Steinitz, Director, Preservation Planning Division
Massachusetts Historical Commission
Massachusetts Archives Building
220 Morrissey Blvd.
Boston, MA 02125
RE: FY04 Survey and Planning Grant
Dear Mr. Steinitz:
Enclosed is a copy of the Completion Report for the City of Salem Survey and Planning Grant.
As we discussed, the five copies of the Design Guidelines Manual will be sent to you directly
separate from this report.
If you need additional information, please fee free to contact me at 978/745-9595 x311 or
Thartford@Salem.com.
Sincerely,
WuV�
ania
ford
Economic Development Planner
Enclosure
I
CITY OF SALEM
FY04 SURVEY & PLANNING GRANT
COMPLETION REPORT
COMPLETION REPORT
FY04
SURVEY AND PLANNING GRANT
Section 1: Description of Project
Section 2: Methodology
Section 3: Explanation of Accomplishments
Section 4: Budget Narrative
Section 5: Budget Summary Form
Section 6: Financial Documentation
• City Warrant showing expenditures
Invoices from Consultant
• Checks to Consultant
Section 7: Justification or Verification of Rates of Pay
Section 8: Copies of Subcontracts
• Subcontract with Chan Krieger&Associates
Section 9: Original Inventory Forms
Section 10:Publications,press releases, etc.
• Press Release
• Article in Salem Evening News- November 29, 2004
Section 11: Documentation of Open Procurement Priorities
• Copy of Request for Proposals
• RFP Solicitation List
• Photocopy of newspaper ad announcing availability of RFP
Section 12:Assurance
1. Description of the Project
The City of Salem has a wealth of historic architectural and cultural resources that appeal to
businesses, residents and tourists. In an effort to guide future development, the City of Salem
developed a comprehensive Manual of Design Standards and Rehabilitation Guidelines for its
Urban Renewal Areas, historic districts and entrance corridors. The manual establishes specific
design standards for use by residents, business owners, and developers. It will also be used to
complement the Salem Main Streets Storefront Improvement Program by providing guidance
on appropriate design for Salem's Downtown Main Streets district and potential future districts.
Overall, this project provides a much-needed guide for the City's efforts to promote high-
quality,historically appropriate development.
The project included research of Salem's historic architecture and urban design traditions and an
analysis of existing city design guidelines and regulations including the Urban Renewal Plan,
Zoning Ordinance, Sign Manual, and Historical Commission guidelines. The final product is a
user-friendly manual, which includes design objectives and guidelines, diagrams, photographs
and other information necessary to clearly illustrate appropriate design principals for buildings,
storefronts, streetscapes, landscapes, site plans and signage. The manual will be distributed to
building owners and potential developers for use when constructing and/or improving their
building.
Additional narrative information on the project goals, objectives and tasks is found in the City of
Salem's Request for Proposals.
The project was completed by Chan Krieger&Associates in collaboration with Finch&Rose.
2. Methodoloev
The consultant followed the Scope of Work outlined in the RFP and the consultant contract
with some variation as the project progressed. In general,the scope included historic research of
Salem's architecture and urban design traditions and an analysis of existing city design guidelines
and regulations including the Urban Renewal Plan, Zoning Ordinance, Sign Manual, and
Historical Commission guidelines. In addition, the consultant was to meet with staff of the
Salem Department of Planning and Community Development, the Massachusetts Historical
Commission and representatives of local groups to get feedback on the project as it progressed.
In the first Phase of the project, the team gathered information as background for the final
manual. With that, the consultant team reviewed design guidelines and manuals from other
communities that represented good examples and were applicable to the project. The team also
reviewed existing city design guidelines and regulations noted in the RFP. The team also
complied historic documents, including plans and historic photographs, for inclusion into the
final draft. They also obtained photographs that reflected historically appropriate design and
examples of new development that integrates into the historical context of each neighborhood
district. Finally, at the end of the phase, the consultant team met with community stakeholders
to introduce the project and receive input on the manual. The meeting included representation
from the Salem Historical Commission, Salem Redevelopment Authority, Historic Salem Inc.,
Design Review Board, Chamber of Commerce, Salem Main Streets Downtown Program, and
Planning Board, as well as, a local preservation architect and property owner.
During the first Phase,we found that the guidelines should encompass the entire city rather than
split them up by district. The reason for this change was that we wanted to see good design
citywide seeing as the majority of the city had some historic significance and needed guidelines
for good design. Therefore, the layout of the manual was changed and categorized by design
topic.
In the second Phase of the project,the consultant developed a draft of the manual in accordance
with the work plan. The first draft was reviewed and modified by the Department of Planning
and Community Development and Massachusetts Historical Commission. The second draft was
presented to the public at a community meeting. Members of the public were given 10 days to
comment on the draft and we were able to incorporate the majority of this useful feedback.
The final Phase incorporated all the feedback received into the final Design Guidelines Manual.
A listing of the resources used by the consultant can be found in the final document. Also, all
the photographs and maps used are documented in the manual.
I Explanation of Accomplishments
As stated in the section above, the project has met the goals established in the work program
with only slight modifications. It has resulted in a Citywide Design Guidelines Manual for
Commercial Properties in Salem. The final manual is a user-friendly manual, which includes
design objectives and guidelines, diagrams, photographs and other information necessary to
clearly illustrate appropriate design principals for buildings, storefronts, streetscapes, landscapes,
site plans and signage. The manual will be distributed to building owners and potential
developers for use when constructing and/or improving their building.
The most notable change in the scope,which resulted favorably on the project,was our decision
to make the guidelines applicable to the entire city rather than split them up by district. Again,
the reason for this change was that we wanted to see good design citywide seeing as the majority
of the city had some historic significance and needed guidelines for good design. Therefore, the
layout of the manual was changed and categorized by design topic.
Overall, this project provided a much-needed guide for the City's efforts to promote high-
quality, historically appropriate development citywide. This is keeping with our goals laid out in
our initial work program and therefore we feel the project was a success.
4. Budget Narrative
The actual budget matched the estimated budget in the work program.
The budget for the project was $30,000. The contract with the consultant, Chan Krieger &
Associates was for $29,500 as per bid price submitted. The contract amount was increased by
$500 to pay for the additional cost of having the document in a format that can be accessed on
the web. The consultant was paid a total of$30,000.
5. Budget Summary Form
Estimated Project Costs Actual Documented
Contract Budget Totals Project Costs
Personnel: In-Kind (Paid)
Personnel:Volunteer (Unpaid) -
Contractual
1. Chan Krieger&Associates $30,000 $30,000
Travel
Equipment
Supplies
Other
TOTAL PROJECT COST $30,000 $30,000
6. Financial Documentation
Following are copies of the warrant that paid out $30,000 to the consultant Chan Krieger &
Associates, as well as the itemized bills for the project and the checks made out to the
consultant.
11/17/2004
12:15:93 CITY OF SALEM, MA
INVOICE ENTRY PROOF LIST PAGE 1
apicdent
CLERK: jmedina BATCH: 6861 NEW INVOICES
VENDOR R NAME INVO fi PO VOUCHER WARRANT NET AMOUNT EXCEEDS PO BY PO BALANCE CHK/WIRE ERR
STATUS 'A'
01306 0 KRIEGER CHAN 6 ASSOC 000 101157 195157
11,500.00 .00 .00
CASH 1 INV 11/17/2004 APPR SEP-CHK:Y DISC: .00
ACCT 1040 E 11/24/2004 DESC guideliness design 25513 5713 11,500.00 1099:
01306 0 KRIEGER CHAN 6 ASSOC 00019 101157 195158
10,000.00 .00 .00
CASH 1 05 05 INV 2004 APPR SEP-CHK:Y DISC: .00
ACCT 1040 DEP E 11/24/2004 DESC guideliness design25513 5713
10,000.00 1099:
003939 0 RESOURCE CONNECTION 33414 102757 195156
651.00 .00 4,687,20
CASH 1 2005/05 INV 11/17/2004 APPR SEP-CHK:N DISC: 00
ACCT 1040 DEPT 050 DUE 11/24/2004 DESC administrative services 25513 5713 651.00 1099:
_________
3 INVOICES
REPORT TOTAL 22,151.00
------------------------------------T --------------
APPROVED
Author
RECEIVED
[�nVOlce Chan Krieger&Associates, Inc. SEP 1 4 2004
Architecture and Urban Desitin
8 Story Street, Sth Floor DEPT.OF PLANNING&
Cambridge, Massachusetts 02138 COMMUNITY DEVELOPMENT
September 3,2004
Ms. Tania Hartford Proiect No: 20412.00
City of Salem Invoice No: 0001893
93 Washington Street
Salem MA 01970
Project: 20412.00 Salem Design Manual j -,!Lndor#: 3 b Net Due 30 Days I Approp#:
Professional services from t l 311 2004 to September 3 2004 I PO#:— le (,1S 7
Fee
Percent
Phase Fee Complete Earned i�/Z y/D%
Phase I 8.500.00 100.00 8.500.00
Phase II 11.500.00 100.00 11.500.00
Phase III 9.500.00 0.00 0.00
Total Fee 29,500.00 Total Earned 20,000.00
Previous Fee Billing 14,250.00
Current Fee Billing 5,750,00
Total Fee 5,750.00
Total this invoice $5,750.00
Outstanding Invoices
Number Date Balance
0001862 7/31/04 5.750.00
Total 5,750.00
511,500.00 0
Billings to date Current Prior Total now dueTotal
Fee 5.750.00 14.250.00 20.000.00 T-tt
Totals 5,750.00 14,250.00 20,000.00
Please contact Fran Henderson with invoice questions at 617-354-5315.
I
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11/17/04 0001893 guidelineee designJ
11,500.00 101157 195157
,J
130 39 KRIEG 3t CHA 18 ASSOCIATES
106071 11/2 W2004 ;91,500.00
SALEM f tlfQbtlIIAW
QATE
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CITY OF SALEM
120 WASHINGTON STREET
SALEM. MASSACHUSETTS 01970
8
KRIEGER CHAN&ASSOCIATES
8 STORY STREET
CAMBRIDGE MA 02138
I
�IlVO1C@ Chan Krieger&Associates, inc. RECEIVED
Q�j _ $ 2004
Architecture and Urban Design
8 Story Street, 5th Floor DEPT OF PLANNING&
Cambridge, Massachusetts 02138 COMMUNITY DEVELOPMENT
September 30, 2004
Project No: 20412.00
Ms. Tania Hartford Invoice No: 0001903
City of Salem
93 Washington Street
Salem MA 01970
Project: 20412.00 Salem Design Manual
Net Due 30 Days
Professional services from September-4. 2004 to September 30.2004
Fee
Percent
Phase Fee Complete Earned
Phase 1 8,500.00 100.00
8,500.00
Phase II 11,500.00 100.00 11,500.00
Phase 111 9,500,00 100.00 9,500.00
Total Fee 29,500.00 Total Earned 29,500.00
Vendor#: - � ? O 6 S ,
�.��/ y�7/� i Previous Fee Billing 20,000.00
Approp# Current Fee Billing 9,500.00
PO#: 1�//�J i Total Fee 9,500.00
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Total this Invoice 119380 00 TdK
Outstanding Invoices
Number Date Balance f(��ao0
0001862 7/31/04 5,750.00
0001893 9/3/04 5,750.00 * ly'/
Total 11,500.00
Total now due $21,000.00
Billings to date Current Prior Total
Fee 9,500.00 20,000.00 29,500.00
Totals 91500.00 20,000.00 29,500.00
Please contact Fran Henderson with invoice questions at 617-354-5315.
1/17/04 0001903 guidelineea design 10;000.00 101157 195158
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130N KR!M CNAN i ASSOMTO 1o6070, 11/2'�2m1
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-.; TW. SUM._a� "'~tozoop /MIDNOCENTs >ito,000.00
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CITY OF SALEM 4
120 WASHINGTON STREET a
SALEM, MASSACHUSETTS 01970 8
KRIEGER CHAN&ASSOCIATES
8 STORY STREET
CAMBRIDGE MA 02138
06/18/2004
11:24:25 CITY`OF SALEM, MA
INVOICE ENTRY PROOF LIST PAGE 1
CLERK: jmedina BATCH: 4907
NEW INvolcss apicdent
VENDOR R NAME INVOICE PO VOUCHER WARRANT
______________________________________________________________ _______---NET AMOUNT ------S PO HY
PO BALANCE
________________________________________ CHK----- ERR
STATUS 'A' INVOICES _________________
007708 0 CATHOLIC CHARITIES N 4431 182316
2,168.25 .00
CASH 1 2004/12 INV 06/18/2004 APPR SSP-CHK:N DISC: .00 •00
ACCT 1040 DEPT 050 DUE 06/24/2004 DESC cdbg grant pahh504 25513 5713
2,168.25 1099:
007708 0 CATHOLIC CHARITIfiS N 9432 102317
543.00
CASH 1 2004/12 INV 06/18/2004 APPR SSP-CHK:N DISC: 00 .00 •00
ACCT 1040 DEPT 050 DUE 06/24/2004 DESC cdbg grant phst.jbaby 5-04 25513 5713
543.00 1099:
004583 0 CROMBZE ST UNITfiD CH 4433 182310
770.03
CASH 1 2004/12 INV 06/10/2004 APPR SEP-CHK:N DISC: .00 .00 •00
ACCT 1040 DEPT 050 DUE 06/24/2004 DESC cdbg grant may 04 25513 5713
770.03 1099:
004583 0 CROMHIE ST UNITED CH 4434 182319
CASH 1 2004/12 INV 06/18/2004 APPR SEP-CHK:N DISC: .00 400.00 .00
.00
ACCT 1040 DEPT 050 DUE 06/24/2004 DESC cdbg grant 25513 5713
400.00 1099:
001727 0 ESSEX COUNTY RSG OF 4448 182337
175.00
CASH 1 2009/12 INV 06/18/2004 APPR SEP-CHK:N DISC: 00 .00 •00
ACCT 1040 DUE 06/24/2004 DESC fee for francois loan 25513 5713
01306 0 FRIEGER CHAN 6 ASSOC 1 96474 182342
81500.00 .00 21,000.00 175.00 1099:
CASH 1 INV 06/18/2004 APPR SEP-CHK:Y DISC: .00
ACCT 1040 DEPT 050 DUE 06/24/2004 DESC desing guideliness manual 25513 5713
8,500.00 1099:
001419 0 INDEPENDENT LIVING C 4435 182320
278.88
CASH 1 2004/12 .00
INV 06/18/2004 APPR SBP-CHK:N DISC: .00 •00
ACCT 1040 DEPT 050 DUE 06/24/2004 DESC cdbg grant 25513 5713
278.88 1099:
001419 0 INDEPENDENT LIVING C 4436 182321
234.43 .00 .00
CASH 1 2004/12 INV 06/18/2004 APPR SEP-CNK:N DISC: .00
ACCT 1040 DUE 06/24/2004 DESC cdbg grant 25513 5713
234.43 1099:
013480 JO SON ETHAN W 4445 182334
6,500.00 .00 .00
CASH 1 INV 06/18/2004 APPR SEP-CHK:Y DISC: .00
ACCT 1040 DEPT 050 DUE 06/24/2004 DESC cdbg first time homebuyer 25513 5713 6,500.00 1099:
006259 0 MORGAN MEMORIAL GOOD 4437 182322
792.89
CASH 1 2004/12 .00 .00
INV 06/18/2004 APPR SEP-CHK:N DISC: .00
ACCT 1040 DEPT 050 DUE 06/24/2004 DESC cdbg grant 25513 5713
792.89 1099:
�t1VOICe Chan Krieger&Associates, Inc.
Architecture and Urban Desian
8 Story Street, 5th Floor
Cambridge, Massachusetts 02138
May 1
Y 3 , 2004
Project No: 20412.00
Ms. Tania Hartford Invoice No: 0001823
City of Salem
93 Washington Street
Salem MA 01970
Ylttt�llll�{.1.r
Project: 20412.00 Salem Design Manual
Net Due 30 Days II j-N o 1 2004 I
.. 14te
Professional services from May 1 2004 to May 31 2004 may. ..:._:N
Fee --
Percent
Phase Fee Complete Earned
Phase I 8.500.00 100.00 8.500.00
Phase II 11.500.00 0.00 0.00
Phase III 9.500.00 0.00 0.00
Total Fee 29,500.00 Total Earned 8,500.00
Previous Fee Billing 4,250.00
Current Fee Billing 4,250.00
Total Fee 4,250.00
Total this invoice $4,250.00
Outstanding Invoices
Number Date Balance
0001806 4/30/04 4.250.00
Total 4,250.00
Total now due $8,500.00 6l
Billings to date Current Prior Total
Fee 4.250.00 4.250.00 8.500.00
Totals 4,250.00 4.250.00 8,500.00
Please contact Fran Henderson with invoice questions at 617-354-5315.
CITY OF SALEM
DEPARTMENT
OF PLANNING AND
STANLEY I. USOVICZ,JCOMMUNITY DEVELOPMENT
R.
MAYOR
JOSEPH P.W ALSH.JR. 120 WASHINGTON STREET.SALEM,MASSACHUSETTS 01970
DIRECTOR TEL 978-745-9595•FAX 978-740-0404
INVOICE
SURVEY AND PLANNING GRANT
CHAN KRIEGER & ASSOCIATES
June 18,2004
Recipient: Chan Krieger&Associates
8 Story Street, 5"Floor Vendor#:
Cambridge,MA 02138
APprop#:
Federal ID#: PO#:
Payment Request: $8,500.00 - - - ---
Services Rendered: Phase I of City of Salem Design Guidelines Manual
Funding Source: CDBG
Check Status: Please hold check for distribution by Tania Hartford
i'mw S AICP 7
A°Pr*h DmttorI'w.mn
INVOKE DATEI1IVOIGE NUMB);IL :tit:ry, u4lO PE e , NETi: DICE ANIT PON
t
06/18/04 1 desing guideliness manual 8,500.00 96474 182342
A.
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0>M 13069 FRIEGER CHAN &ASSOCIATES 99594 06!24/2004 38,500.00
, . ,
k �.
: CITY OF SALEM" S;A OATE 06/24/2004 LECHECKKNUMBER 995 .
SAM. MASSACHUSETTS 67017 ,.
VENDOR ACCOUNT - F,10 -
A THE SUM of �" 00'8.5DOLLARS AND NO CENTS $.8'w0.00 A
PAY TO THE FRIEGER CHAN&ASSOCIATES
ORDER OF 8 STORY STREET
CAMBRIDGE MA 02138
i
CWYTRZASMM
II' 9959411' 1: 2110701, 751: 1104 L410161I•
'See Reverse Side For Easy Opening Instructions'
CITY OF SALEM
120 WASHINGTON STREET
SALEM, MASSACHUSETTS 01970
FRIEGER CHAN&ASSOCIATES
8 STORY STREET
CAMBRIDGE MA 02138
7. Justification or Verification of Rates of Pay
Non-applicable.
8. Copies of Subcontracts
Following is a copy of the contract executed between the City of Salem and Chan Krieger &
Associates.
,COMp„4�
1+�C0IMOIC�♦r
CITY OF SALEM
Purchasing Department
Contract#96474
1. THIS AGREEMENT made and concluded this Ninth Day of March in the year Two
Thousand Four by and between Chan Krieger& Associates, 8 Story Street, Cambridge,
MA 02138; hereinafter referred to as the (Vendor) and the City of Salem, 93 Washington
Street, Salem, MA 01970, a municipal corporation established under the laws of the
Commonwealth of Massachusetts, acting by and through its Mayor, Stanley J. Usovicz,
Jr.; its Purchasing Agent, Albert C. Hill, Jr.; and it's Deputy Director of Planning, Denise
McClure, thereto duly authorized, hereinafter referred to as the (City).
2. WITNESSETH, that the said Vendor has agreed and by these presents does agree,
for the consideration hereinafter contained to Develop a Comprehensive Guidelines
Manual per RFP #F-15 Conditions,Requirements and Specifications, and specifically,
the Scope of Work defined in Attachment A.
In case of any alteration of this contract, so much thereof as is not necessarily affected by
the change, shall remain in force upon all parties hereto; and no payment for Vendor to
Develop a Comprehensive Guidelines Manual furnished under such alteration shall be
made until the completion of the whole contract, and the adjustment and payment of the
bill when rendered for same shall release and discharge the said City from any and all
claims or liability on account of any Guidelines Manual furnished under this contract, or
any alteration thereof.
3. Performance Period: Phase I due on or before May 7, 2004;
Phase 1I due on or before July 30, 2004;
Phase III due on or before September 10, 2004.
4. The Vendor shall not assign or transfer this contract, or any part thereof without the
prior written consent of the Purchasing Agent of said City.
5. And the said Vendor further agrees to indemnify and save harmless the said City of
Salem, its officers and agents from all claims and actions of every name and description
brought against the said City, or its officers and agents, for or on account of any injury or
damage received or sustained by any person, structure or property, by or from the said
Vendor, servants or agents, or by, or on account of, any act or omission of the said
Vendor, or servants or agents, in the performance of this contract; and the Vendor hereby
agrees that so much of the money due to under, and by virtue of, this agreement, as shall
be considered necessary by said Purchasing Agent, may be retained b the
such suits or claims for dams es as of Y City until all
g oresaid, shall have been settled, and evidence
furnished to the satisfaction of said Purchasing Agent,provided, however, that notice of
such claims, in writing and signed by the claimants, shall be previously filed in the
offices of the City Clerk of said City.
6. It is furthermore agreed by the Vendor that the performance of this contract shall
be strictly in accordance with RFP#F-15 now on file at the Office of the City Purchasing
Agent of Salem, Massachusetts, which RFP#F-15 is hereby made a part of this contract
by reference.
7. IN CONSIDERATION WHEREOF, the City agrees to pay the Vendor for
services delivered per the fee schedule in Attachment B,which is incorporated and made
part of this contract, said payments to be made after completion of each Phase for such or
as have been delivered by said Vendor to the City during the month next previous thereto
and upon the bills for same and provided also that consultant to Design Guidelines
Manual shall have been delivered in accordance with this contract. Work Products due
at the end of each base must be submitted and a roved by both nd
Massachusetts Historical Commission before the submittal of any invoice. THE
ABOVE CONTRACT NUMBER MUST BE REFERENCED ON ALL INVOICES
IN ORDER FOR THE VENDOR TO BE PAID.
8. INSURANCE COVERAGE:
General - The Vendor shall before commencing performance of the Contract be
responsible for providing and maintaining insurance coverage in force for the life
of the Contract of the kind and in adequate amounts to secure all of the
obligations under the Contract and with insurance companies licensed to write
insurance in the Commonwealth of Massachusetts. All such insurance carried
shall not be less than the kinds and amounts designated herein, and the Vendor
agrees that the stipulation herein of the kinds and limits of coverage shall in no
way limit the liability of the Vendor to any such kinds and amounts of insurance
coverage. All policies issued shall indemnify and save harmless the City of
Salem, its agents and employees from any and all claims for damages to persons
or property as may rise out of the performance of this Contract.
Vendor's Comprehensive General Public Liability and Proverty Damage
Liability Insurance The Vendor shall cavy Comprehensive General Liability
Insurance providing for a limit of not less than Five Hundred Thousand Dollars
($500,000.00) for all damages arising out of bodily injury to or death of one
person, and subject to that limit for each person, a total limit of not less than One
Million Dollars ($1,000,000.00) for all damages arising out of bodily injuries or
death of two or more persons in any one accident; and Vendor's Comprehensive
Property Damage Liability Insurance providing for a limit of not less than Five
Hundred Thousand Dollars ($500,000.00) for all damages arising out of injury to
or destruction of property in any one accident, and subject to that limit per
accident, a total (or aggregate) limit or not less than One Million Dollars
($1,000,000.00) for all damages arising out of injury to or destruction of property
during the policy period.
Comprehensive Automotive and Prouerty Damage Insurance - The Vendor
shall carry Automobile Insurance covering all owned vehicles, hired vehicles or
non-owned vehicles under the control of the Vendor while performing work under
the Contract in the amount of not less than Five Hundred Thousand Dollars
($500,000.00) for all damages arising out of bodily injuries to or death of one
person and subject to that limit for each person, a total of not less than One
Million Dollars ($1,000,000.00) for all damages arising out of bodily injuries to
or death of two or more persons in any one accident; and Property Damage
coverage in the amount of not less than Five Hundred Thousand Dollars
($500,000.00) for all damages to or destruction of property.
The Vendor must carry Workman's Compensation Insurance in the amounts
prescribed under Massachusetts State Law and meet all other City and State Laws
and Regulations.
No cancellation(s)of such insurance,whether by the insurer or by the insured
party shall be valid unless written notice thereof is given by the parties proposing
cancellation to the other party and to the City of Salem at least fifteen(15)days
prior to the intended effective date thereof, which date shall be expressed in said
notice, which shall be sent by registered mail, return receipt requested. These
provisions shall apply to the legal representative(s), trustee in bankruptcy,
receiver, assignee, trustee, and successor(s) in interest of the Vendor.
All insurance coverage shall be at the sole expense of the Vendor and shall be
placed with such company as may be acceptable to the City of Salem and shall
constitute a material part of the contract documents.
Failure to provide written proof to City and continue in force such insurance as
aforesaid shall be deemed a material breach of the contract, and may constitute
sufficient grounds for immediate termination of the same.
9. This Agreement may be terminated upon Thirty-(30)days prior written notice for
failure of Vendor to provide adequate service as determined by the Purchasing Agent.
10. This Agreement will be governed by and construed in accordance with the laws of
the Commonwealth of Massachusetts. This Agreement is subject to the provisions of
Massachusetts's law, and to all lawful implementing regulations, as amended from time
to time.
11. IN WITNESS WHEREOF the said; (Chan Krieger&Associates, 8 Story Street,
Cambridge, MA 02138); Vendor hath caused these presents and an instrument of like
tenor to be executed in its name and behalf by a properly authorized officer of said
company.
An instrument of like tenor to be executed by the City in its name and behalf by its
Mayor; its Purchasing Agent, and its Deputy Director of Planning.
All duly authorized as aforesaid, and its corporate seal to be hereto affixed.
Chan Krieger& CITY OF SALEM
Associates t!p1G, B
By: Y:
g(ar.A
Authorized Signature Stan ey J. Uso U4so * Jr.
Mayor
�A "ACP, A-• AN N (/
Authorized Officer(print name) heC. Hill,Jr.,
Std Purchasing Agent
Denise cClure, eputy
Director of Planning
Bruce M. Guy,
Finance Director
Approved as to form by: Joh . Keenan,Esq.,
City licitor
ATTACHMENT A
SCOPE OF WORK
Introduction
The proposed scope includes historic research of Salem's architecture and urban design
traditions and an analysis of existing city design guidelines and regulations including the
Urban Renewal Plan, Zoning Ordinance, Sign Manual, and Historical Commission
guidelines. The design guidelines will conform to the Secretary of the Interior's Standards
for the Treatment of Historic Properties with Guidelines for Preserving, Rehabilitating,
Restoring and Reconstructing Historic Buildings (36 CFR 67 and 68). The final product will
be a user-friendly manual, which will include design objectives and guidelines, diagrams,
photographs and other inforrnation necessary to clearly illustrate appropriate design
principals for buildings, storefronts, streetscapes, landscapes, site plans and signage. The
manual will be distributed to building owners and potential developer; for use when
constructing and/or improving their building.
Phase Meetings
The project consists of three phases. Project personnel, both the consultant and the project
coordinator, will meet with MHC staff at MHC offices in Boston for a start up meeting prior
to the beginning of Phase I to review project progress and products at the end of Phases II
and III.
The scope of the project is split into the following three(3)phases:
PHASE I_(approximately 10 weeks)
TASKS:
• Meet with the Local Project Coordinator and MHC staff to discuss the scope of
the project and to assess the available documentary materials (maps, existing
guidelines and manuals, public information, other examples of successful design
guideline manuals etc).
• Review historic documents,including plans and historic photographs and obtain
representative examples to include in the final draft of the manual.
• Meet with the Salem Historical Commission, Salem Redevelopment Authority
(SRA), Planning Board, and the Salem Main Streets Program to introduce the
project and receive input on the project.
• Assess design guidelines and manuals from other communities that represent good
examples and are applicable to Salem and review them with the Local Project
Coordinator.
• Obtain photographs that reflect historically appropriate design and examples of
new development that integrates into the historical context of each neighborhood
district.
• Document each area with digital color photographs to record existing conditions
and important historical resources
• Draft maps exhibiting the boundaries for each area.
PRODUCTS:
• Draft maps;
• Summary of collected materials;
• Draft design manual outline including;
Annotated Table of Contents
Description and photographs of the existing conditions
Summary of design objectives and guidelines
Historic photographs;historic site plans(reduced if necessary
Examples of manual layout and design
PHASE I (approximately 12 weeks)
TASKS:
• Prepare draft narrative portion of manual that summarizes s the character,
development patterns,historic resources and existing conditions of the study areas.
• Prepare preliminary design guidelines (site planning, building design, landscaping,
distrricct.etscape, signage, restoration/preservation of historic resources) fore
• Prepare diagrams, photographs, and renderings to illustrate the proposed design
guidelines.
• Meet with MHC staff and Project Coordinator to review draft guidelines.
• Provide draft to the Salem Historical commission, Salem Redevelopment
Authority(SRA),Planning Board,and the Salem Main Streets Program
• Prepare cost estimates for the printing of 2,000 copies of the manual.
PRODUCTS:
• Draft Design Guidelines Manual that includes photographs and maps
PHASE II (approximately 6 weeks)
TASKS:
• Prepare final draft of the manual that incorporates all comments and present to the
Local Project Coordinator before final printing.
PRODUCTS:
• Final Design Guidelines Manual(one camera ready and 50 copies)with the
appropriate acknowledgements.
TIMEFRAME
Phase I- will be completed byMay7,2004
Phase II- will be completed by July 30,2004
Phase III-will be completed by September 10,2004
r
ATTAC'I1'I'')�
FEE PIAL A
OEM
The undersigned hereby submits a price proposal to perform the services outlined
in the Request for Proposal for the City of Salem Comprehensive Design Guidelines
Manual.
Consultant Chan Krieger&Associates
Address 8 Story Street
Cambridge, MA 02138
The consultant hereby pledges to deliver the complete scope of services required, for the
rate and charges shown below:
PROFESSIONAL SERVICES, hourly rate: combined rate of$110.00/hour
Estimated cost to complete the project:
Phase I: $8,500.00
Phase II: $11,500.00
Phase 111: $9,500.00
TOTAL COST $29,500.00
Chan Krieger& Associates DATE
9. Original Inventory Forms
Non-applicable to this project.
10. Publications, press releases etc
Following are copies of the press releases and publications that relates to this project. In
addition, five copies of the final Design Guidelines Manual will be sent to the Massachusetts
Historical Commission under a different cover.
ecting the envi- As part of the Clean Beaches
hEen a personal and Streams Program, for in-
niel Noone and stance,volunteers help survey the
week, the two water quality of Salem Sound by
for their efforts visiting checkpoints and observ.
astwatch recog- ing changes.This research has al-
i Moore, both lowed Coastwatch to identify
with volunteer sources of water contamination
:the organza- and draw attention to the prob-
ed for his work several environmental improThe Organization has ve.
neNationalHis• menta in the fast decade.
honalPark Ser- While presenting the awards,
part in several CoastwatchDir+ectorgoliGnghex
doore,a Coast- plained the importance of"dtizen ,
19 years,lives scientists"like Noone and Moom <
and has helped "Our successes are due,in largewater quality. u .
to their effbrts,�said GouglL
tnpro$ • "O volunteers are outstandlng."
. 4
IICIPAL CALENDAR or.Brendan waish shakes the bane ofduarsary MlcHnrt IVINSlStan phaco
Jo*Balms em during the loth I honared t theft on of the Fw"Ian for Salem Putek Education
TUESDAY,Nov.3a retmttlY rt Bmailton Nell Both men arc kragNme Salem faaidenta and Were hotraed of the scent for their support.
LBal estate roundtable,9:30 a.m.,Carlton School,10 Skerry St.
�e on Public Health,Safety and the Environment,illegal dump-
Road.6 p.m.City Halt
wmtN AY.DECne Manual aims at preserving city`C:30p.m.,120Washinitoinemanua�6Pan 120WashimltonSt p g ty character
�.7:30 p.m.,120 Washington St.
THURSDAY,DEC.2 By SEN CORCORAN tricta b
'eting,public hearing on tae classification,6 p.m,City Hall S!rAFF WRrMR Y providing a more to ourregulations,"Duncan said The manual us-
welcoming environment for es photographs and specific examples to explain
120 Washington St. SALFIrI-city officials wipunveil anew set - �Op '"said Mayor Stan. what types of
designs ace recommeruled
of design guidelines this week to help com- ley Usovicz. "The Design For example one section discusses lighting
/through Wednesday,8 a.m.to 4 p.m.;Thursday,8 a.m.to 7 mereial property developers create Guidelines Manual will pro- and recommends that business owners use
n;Library hours:Monday through Thursday,9 am.to 9 p.m.; keeping with the city's character. m vide a tool to business and gooseneck lights because they are shielded
to 5 p.m;Sunday 1 p.m.to 5 p.m. The guidelines are included in the Salem property owners to help and they are attractive during both daylight.
Design Guidelines Manual,which was Salemritten them institute good design hours and at night.
by two consulting companies,Chan Krieger t DuaCan buff restore our historic "Good design doesn't really cost any more
and Associates of Cambridge, �gx" than improper design or less creative design
IN BRIEF Rose of Beverly, and money.and Lynn Duncan,director of or des' that is not in keepingy
x using state grant money. planning and communitydevelopment with the cit 's
Officials will present the manual and pment,said character,"Duncan said.
public comment on it at a meetingaccept the city often hears from business and proper- Until now,the city has had design guidelines
re Peabody terested may bring young chit- da , Woes ty owners who are looking for direction when just for historic districts and urban renewal
I uEast In- dren;activities for kids will be of- ence room at 120 Washington Boor confer it comes to design
number of fered.For more information,call "G areas. The new manual will provide design
ms in con. (978)745BSglor(978)7956710. d ° n �ourbusi°essdi8 '�ed�h*es �e�� guidelines for commercialpropertiesthrough-
exhibi "In bYproviding them with an easy-to-use guide, out the city.
Monday,November 29,2004 THE SALEM NEWS LOCAL
0 T
CITY OF SALEM
DEPARTMENT OF PLANNING AND
STANLEY J. USOVICZ,]R. COMMUNITY DEVELOPMENT
MAYOR
120 WASHINGTON STRIiLT•SALI'M,IMASSACHUSLTTS 01970
LYNN GooNIN DUNCAN,AICP TEL:978-745-9595 • FAX:978-740-0404
DIRECTOR
FOR RVIMEDIATE RELEASE CONTACT:Lynn Goonin Duncan,AICP
Date: November 23, 2004 Director,DPCD
978-745-9595 x311
Salem Design Guidelines Manual Ready for Review
Mayor' n"ofPl=nxzd Gwmnvy Da&?7Z99=mxL pmsentationofDaign Guidelines
Manual;JomtProjktuvh Massachusetts Hworiral Ccvmnission
Mayor Stanley J. Usovicz,Jr. and the Department of Planning and Community Development
announced today that the draft of the Salem Design Guidelines Manual will be presented at
public meeting on Wednesday,December 1.
The City was awarded a Survey and Planning Grant last year from the Massachusetts
Historical Commission to hire a consultant to develop and design the Manual.
"Good design strengthens our business districts by providing a more welcoming
environment for shoppers," said Mayor Usovicz. "The Design Guidelines Manual will
provide a tool to business and property owners to help them institute good design and
restore our historic buildings."
The public meeting will provide a forum for the consultant to present the Design Guidelines
Manual and hear feedback from the community on the draft.
"We are continually seeing business and property owners come to the counter needing
direction on design," said Lynn Goonin Duncan,Director,Planning and Community
Development. "This project will help us better serve the public, by providing them with an
easy-to-use guide to our regulations."
-- more --
The city currently has design guidelines for its Historic Districts and Urban Renewal Areas,
but none for other areas of the city. This project will provide a user-friendly guide that
illustrates appropriate design guidelines for commercial property throughout the City. A
final copy of the manual is expected to be available in January.
The draft of the Design Guidelines Manual will be presented on Wednesday,December 1 at
6:00pm in the Third Floor Conference Room at 120 Washington Street. Draft copies of the
Manual are available at the Department of Planning and Community Development office
during regular business hours. Comments on the draft of the Manual will be accepted
through December 1,2004. For more information,contact Tania Hartford, Economic
Development Planner, at 978/745-9595 011 or thartford@salem.com
-- 30 --
11. Documentation of Open Procurement Procedures
Following are copies of: newspaper ad announcing the RFP availability; a copy of the Request
for Proposals; and the RFP solicitation list. All documents were also submitted to MHC during
the procurement phase of the project.
REQUEST FOR PROPOSAL (RFP)
RFP # F-15
City of Salem
Request for Proposals
City of Salem Comprehensive Design Guidelines Manual
Proposals Due: February 5, 2004, 10:00am
Late Proposals Will Be Rejected
Deliver Complete Proposals To:
Albert C.Hill,Jr., Purchasing Agent
Purchasing Department, City of Salem
City Hall Annex, 120 Washington Street, 3'd Floor
Salem,MA 01970
For Further Information Please Contact:
Tania Hartford, Economic Development Planner, at 978/745-9595 x311
Thartford@Salem.com
The City of Salem reserves the right to reject any or all proposals.
The envelope containing the Proposal and required information must be sealed and marked
with Proposer's name, description of proposal, Proposal number and date of opening. The
Proposer must sign the bottom of the Proposal Cover Sheet and the attached Fee Proposal
Form.
Page 1 of 18
REQUEST FOR PROPOSALS
CITY OF SALEM COMPREHENSIVE DESIGN GUIDELINES MANUAL
A. Introduction
This request for proposals (RFP) sets forth the procedures and requirements to be utilized
by the City of Salem in the selection of an urban design consultant to provide professional
services to develop a Comprehensive Design Guidelines Manual.
Activities will commence upon selection of a consultant and issuance of a notice to proceed.
Consultants must provide fee amounts for each phase of the project.
The Department of Planning and Community Development (DPCD) has been selected to
evaluate all timely proposals, and a contract will be awarded by the Purchasing Agent,
subject to approval by the Mayor of the City of Salem,Massachusetts.
B. Project Area
The project area will include the City of Salem,Massachusetts.
C. Funding Sources)
Funding shall be provided by DPCD and the Massachusetts Historical Commission (MHC).
D. Project Objectives
See Attachment A for Scope of Services.
The City of Salem has a wealth of historic architectural and cultural resources that appeal to
businesses, residents and tourists. In an effort to guide future development, the City of
Salem proposes to develop a comprehensive Manual of Design Standards and Rehabilitation
Guidelines for its Urban Renewal Areas, historic districts and entrance corridors. The
manual will establish specific design standards for use by residents, business owners, and
developers. It will also be used to complement the Salem Main Streets Storefront
Improvement Program by providing guidance on appropriate design for Salem's Downtown
Main Streets district and potential future districts. Overall,this project will provide a much-
needed guide for the City's efforts to promote high-quality, historically appropriate
development.
The proposed scope includes research of Salem's historic architecture and urban design
traditions and an analysis of existing city design guidelines and regulations including the
Urban Renewal Plan, Zoning Ordinance, Sign Manual, and Historical Commission
guidelines. The design guidelines will conform to the Secretary of the Interior's Standards
for the Treatment of Historic Properties, with Guidelines for Preserving, Rehabilitating,
Restoring and Reconstructing of Historic Buildings (36 CFR 67 and 68). The final product
will be a user-friendly manual,which will include design objectives and guidelines, diagrams,
photographs and other information necessary to clearly illustrate appropriate design
principals for buildings, storefronts, streetscapes, landscapes, site plans and signage. The
Page 2 of 18
manual will be distributed to building owners and potential developers for use when
constructing and/or improving their building.
E. Qualifications of the Consultant
An original and five (5) copies each of the priced and non-priced proposals must be
furnished to Albert C. Hill, Jr., Purchasing Agent, Purchasing Department, City of Salem,
120 Washington Street, for the review by the selection committee by February 5, 2004 at
10:00am. The proposal must include:
1. The identity of the individual, partnership or corporation applying for the contract
award. If the applicant is a partnership or joint venture,the proposal should specify who
will act as the lead consultant for purposes of assuming contractual responsibility. If the
consultant intends to subcontract the graphic design, photography or any other work
required in the scope of services,the subcontractor must be identified.
2. A description of the consultant's approach to this project: methodology, demonstrated
understanding of the community's needs, and the consultant's expectations of assistance
and services from the City.
3. An applicant qualifications statement, including academic and professional work
experience attesting to capacity to perform the required work program. Resumes are
required for all project personnel.
Consultants must meet the following minimum criteria:
a. Bachelor's Degree in Historic Preservation, Architectural History, History,
Anthropology, Archaeology, Planning or a closely related field and at least two
years full-time experience in an area relevant to the project; or
b. Master's Degree in Historic Preservation, Architectural History, History,
Anthropology,Archaeology,Planning or a closely related field; or
c. Professional Degree in Architecture or Massachusetts license to practice
architecture, and at least one year of graduate study in architectural preservation,
preservation planning, or a closely related field, or one year of full-time
professional experience on historic preservation projects;
d. Experience in graphic design and layout.
4. A client reference list, with names, addresses, and telephone numbers, especially for
clients for whom the consultant has performed similar services in the past.
5. Any other information deemed relevant to the project, and which the consultant believes
will further the competitiveness of the proposal, including work samples from similar
completed projects.
6. Completed Fee Proposal Form,Attachment B, and sealed in a separate envelope marked
as Price Proposal,RFP NF-15,Company Name,Date, and Time of the proposal.
Page 3 of 18
Any proposal which fails to include all of the above information will be rejected as
unresponsive, and will not be afforded a complete review by the evaluation team
F. Selection Criteria
The selection process will include an evaluation procedure based on the criteria identified
below.
1. General Experience:
a. A Proposer shall be deemed unacceptable in this criterion if he does not satisfy
the minimum requirements as described in Qualifications of the Consultant,
Section E, of this proposal.
b. A Proposer shall be deemed not-advantageous in this criterion if he satisfies but
does not exceed the minimum requirements as described in Qualifications of the
Consultant, Section E, of this proposal.
C. A Proposer shall be deemed advantageous in this criterion if evidence is
provided showing that he meets one or more of the following:
i. Completed one or more public or private, fixed-term and fixed-fee
contracts; specifically,MHC-funded contracts.
ii. Provided consulting services, in the fields listed in Section E for a
minimum of five years. If the key personnel is a teacher representing a
college or university, he/she must be employed by the college or
university for a minimum of five years.
iii. Professional qualifications of the competitor (training/educational
background appropriate to the project described herein) and all project
personnel, including professional experience above and beyond the
minimum qualifications outlined in Section E
d. A Proposer shall be deemed highly advantageous in this criterion if evidence is
provided showing that he meets all of the requirements listed in Item c above.
2. Quality of Work/Timeliness
The City of Salem will randomly select and contact at least one reference from those
provided by the Proposer. The City of Salem will also take into consideration, any
projects previously completed by the Proposer for the City of Salem.
a. A Proposer shall be deemed unacceptable in this criterion if the reference
contacted provides a recommendation indicating (or if the results of the
previously completed City of Salem project concluded) that the Proposer
provided unsatisfactory work quality or was unable to fulfill the scope of the
project.
Page 4 of 18
b. A Proposer shall be deemed not-advantageous in this criterion if the reference
contacted provides a recommendation indicating (or if the results of the
previously completed City of Salem project concluded) that the Proposer
provided average work quality or was unable to meet project deadlines.
C. A Proposer shall be deemed advantageous in this criterion if the reference
contacted provides a recommendation indicating (or if the results of the
previously completed City of Salem project concluded) that the Proposer
provided above-average work quality and met project deadlines.
d. A Proposer shall be deemed highly advantageous in this criterion if the reference
contacted provides a recommendation indicating (or if the results of the
previously completed City of Salem project concluded) that the Proposer
provided highly above-average work quality and/or beat project deadlines.
3. Quality of Proposal
a. A Proposer shall be deemed unacceptable in this criterion if portions of the
submitted proposal or work examples are incomplete or do not include a
narrative on the Proposers approach to the project or understanding of the
project or if the sample studies/forms are illegible or incomplete or are
substandard in historical research or narration.
b. A Proposer shall be deemed non-advantageous in this criterion if: 1) the sample
studies/forms indicate that minimal research was undertaken, that there is a lack
of significant explanation of historical details or,if a study,that the conclusion or
recommendations provided in the study are vague or incomplete as they relate to
the intent of the study-, or 2) the proposal does not clearly and concisely define
the Proposer's approach to the project, understanding of the project or if the
proposal is not prepared in a manner that reflects high quality report
presentation capabilities.
C. A Proposer shall be deemed advantageous in this criterion if: 1) the sample
studies/forms are complete, meet the highest graphic standards, show evidence
that adequate research was conducted, provide sufficient explanation of the
historical details and, if a study, that the conclusion or recommendations
provided specifically address the intent of the study; and 2) the proposal reflects
high quality report presentation capabilities with a clear and concise narrative
that defines the Proposer's approach to the project and understanding of the
project.
d. A Proposer shall be deemed highly advantageous in this criterion if: 1) the
sample studies/forms are complete, meet the highest graphic standards, show
evidence that extensive research was conducted, provide exceptional clarity and
depth in the explanation of the historical details and, if a study, that the
conclusions or recommendations provided specifically and thoroughly address
the intent of the study; and 2) the proposal meets the highest graphic standards
Page 5 of 18
and illustrates that the Proposer has a strong understanding of the project and
adequately defines the approach to the project.
G. Project Fee (for completion of project as describg
The City of Salem has established a fixed fee not to exceed thirty thousand dollars ($30,000)
for the Scope of Services described herein. Consultants must complete Attachment B: Fee
Proposal Form Project fees must be provided for each of the three (3) phases of work as
described in the form. Fees shown shall include all costs and expenses (copying, mileage,
photographs, graphic design and layout of manual, etc.) to complete the scope of work
defined in Attachment A of this RFP. The selection committee will select the most overall
advantageous proposal. Contract award recommendation is subject to review and approval
by MHC.
H. Submissions
Proposals should be addressed to:
Albert C.Hill,Jr.,Purchasing Agent
Purchasing Department, City of Salem
City Hall Annex, 120 Washington Street, 3'Floor
Salem,MA 01970
The final date for submission of proposals is 10:OOam on February 5, 2004.
NOTE: Any questions pertaining to this RFP may be directed to Tania Hartford, Economic
Development Planner, at 978/745-9595 x311 or Thartford@Salem.com.
I. Attachments
A. Scope of Work
B. Fee Proposal Form
C. Certification of Non-Collusion and Tax Attestation Form
J. Additional Information
The following information is available in the Department of Planning and Community
Development,upon request:
A. City of Salem Ordinance Relating to Signs&Billboards
B. Citywide Zoning Map
C. Entrance Corridor Overlay District Ordinance
D. Map of the Urban Renewal Area
E. Urban Renewal Plan—Heritage Plaza East
F. Urban Renewal Plan—Heritage Plaza West
G. Sign Manual, SRA
H. Sign Language, SRA
I. Maps of the four (4) Local Historic Districts
J. Salem Historic Commission Guidelines Notebook
K. Salem Handbook
L. Salem Main Streets Storefront Improvement Program Guidelines
Page 6 of 18
RFP # F-15
General Conditions and Requirements
Proposal Rules
This proposal is solicited to the General Public and a Consultant Agreement will be awarded
pursuant to the rules set forth in Chapter 30B of the Massachusetts General Laws and subject to
approval by the Mayor of Salem,Massachusetts.
Reviewing Period
All proposals meeting proposal requirements and conditions may be held by the City of Salem for a
period not to exceed thirty(30) days from the date of the opening of proposals for the purpose of
reviewing the proposals and investigating the qualifications of proposers, prior to the awarding of
the contract,if at all.
Basis of Proposal Award
The Agreement shall be awarded to the responsible and responsive proposer submitting the
proposal considered most advantageous, taking into consideration the proposal's merits regarding
the terms of the contract and the proposed service. Additional agreement conditions and
requirements applicable to the procurement are incorporated in Exhibit A, attached hereto.
Evaluation of Proposal
The City of Salem Department of Planning and Community Development has been appointed by
the Purchasing Agent to evaluate merits of the submitted proposals. Using the rating system
prescribed in Chapter 30B of the Massachusetts General Laws (the Uniform Procurement Act), the
committee shall assign a rating system to each criterion. The committee shall also assign a
composite rating to each proposal. The documented results shall then be submitted to the City's
Chief Procurement Officer who will make the award based on the evaluation.
Compliance with Applicable Laws
The contract shall be governed by and construed in accordance with the laws of the Commonwealth
of Massachusetts.
The proposal must comply with all Federal, State, and municipal laws, ordinances, rules and/or
regulations.
Questions and Interpretations
Any substantive questions regarding the proposal documents shall be referred to the Purchasing
Agent in writing at least five working days prior to the date and time for receipt of proposals. All
answers and interpretations and any changes to the documents will be issued in the form of addenda
to all proposers of record.
Ability and Experience
The Awarding Authority will not award a contract to any proposer who cannot furnish satisfactory
evidence of his ability and experience pertaining to the scope of work outlined in Attachment A.
The Awarding Authority may make such investigations as it deems necessary to determine the above
Page 7 of 18
and a proposer shall furnish information requested in this regard and shall furnish it under oath if
required.
Assignment of Contract
The Proposer shall not subcontract consultants, sublet, assign or in any way transfer any interest in
this agreement without the prior written consent of the City, provided, however, that claims for
money due or to become due to the Proposer from the municipality hereunder may be assigned to a
bank, trust company, or other financial institution without such consent so long as notice of any
such assignment is furnished promptly to the City, any such assignment shall be expressly made
subject to all defenses, set-offs, or counter-claims which would have been available to the City
against the Proposer in absence of such agreement. The written consent shall not in any way relieve
the Proposer from his responsibility for the professional accuracy and the coordination of all work
or materials furnished. Should two or more Proposers receive a composite score of Highly
Advantageous, the Proposer illustrating the most familiarity with Salem's historic resources and
preservation needs shall be selected. Such determination may be made through the review of the
proposals submitted or through Proposer interviews.
Ownership of Information
A. All information acquired by the Proposer from the municipality or from others at the expense of
the municipality in the performance of the agreement, shall be and remain the property of the
municipality. All records, data files, computer records, work sheets, photograph negatives,
deliverable products complete and incomplete, and all other types of information prepared or
acquired by the Proposer for delivery to the municipality shall be and remain the property of the
municipality.
B. The Proposer agrees that he will use this information only as required in the performance of this
agreement and will not, before or after the completion of this agreement, otherwise use said
information, nor copy, nor reproduce the same in any form except pursuant to the sole written
instructions of the City. The Proposer further agrees to return said information in whatever
form it is maintained by the Proposer.
Certification of Non-Collusion and Tax Attestation Form
All proposers must sign the attached form which incorporates both an attestation clause regarding
Massachusetts State tax returns and a certificate of non-collusion. This signed form must be
submitted with the proposal package. Failure to sign and submit the form is cause for that proposal
to be rejected.
Examination
By submitting a proposal, the Proposer warrants that he has examined the site of the work and has
fully acquainted himself with all conditions and restrictions pertaining to the work and the execution
thereof. No claim for any extra or extension of time will be allowed for failure to observe this
requirement.
Corrections
Erasures or other changes in the proposal must be explained or noted over the signature of the
proposer.
Page 8 of 18
Conflict of Interest
The applicant agrees that to the extent that such law is applicable to the duties it is to perform
hereunder, it will comply with the provisions of Chapter 286A of the General Laws concerning
conflict of interest. The proposer covenants that it presently has no interest and shall not require
any interest, direct or indirect,which would conflict in any manner or degree with the performance
under the agreement.
No employee of the City of Salem and no public official who exercises any function or
responsibilities in the review or approval of the undertaking or carrying out of this agreement shall
participate in any decision relating to this agreement which affects his personal interest or the
interest of any corporation,partnership, or association in which he is directly or indirectly interested
or have any financial interest, direct or indirect in this agreement or the proceeds thereof.
Signature
All proposals shall be complete, factual, and signed by an authorized officer of the proposer's
company on the appropriate page(s) and the front of the cover sheet.
Number of copies
One original and five (5) copies of the proposal must be submitted to the Purchasing Agent in an
envelope with the Proposal Name and Number, Company Name, and Date and Time of the
Proposal Opening.
Waiver
The City of Salem reserves the right to reject any and all proposals, or to waive any informalities in
the proposal process, if deemed in the City's best interest.
Place and Time
Sealed proposals will be received at the Office of the City Purchasing Agent, 120 Washington Street,
3 floor,Salem,MA 01970 until 10:00 AM on February 5, 2004 at which time and place they will be
opened and registered.
Disclosure
The selected proposer must file a disclosure of beneficial interests required by G.L. c.7, 40J. This
must be filed with the Deputy Commissioner of the Division of Capital Asset Management and
Maintenance.
Modifications
A proposer may correct, modify, or withdraw a proposal by sealed, written notice clearly marked as
a correction, modification, or withdrawal and received in the Office of the Salem Purchasing Agent
prior to the time and date set for the proposal deadline.
Liability
The Proposer agrees to indemnify, save harmless, and defend the City, its agents, and its employees
from and against any and all liabilities, claims, penalties, forfeitures, suits, and the costs and expenses
incident thereto (including costs of defense, settlement, and reasonable attorneys fees),which it may
hereafter incur, become responsible for, or pay out as a result of death or bodily injuries to any
person, destruction or damage to any property, contamination of or adverse effects on the
Page 9 of 18
environment, or any violation of governmental laws, regulation, or orders caused, in whole or in
part, by the Proposer's employees, or its agents or servants, in the performance of this contract.
INSURANCE COVERAGE:
General - The Successful Proposer shall before commencing performance of the Contract be
responsible for providing and maintaining insurance coverage in force for the life of the Contract of
the kind and in adequate amounts to secure all of the obligations under the Contract and with
insurance companies licensed to write insurance in the Commonwealth of Massachusetts. All such
insurance carried shall not be less than the kinds and amounts designated herein, and the Successful
Proposer agrees that the stipulation herein of the kinds and limits of coverage shall in no way limit
the liability of the Successful Proposer to any such kinds and amounts of insurance coverage. All
policies issued shall indemnify and save harmless the City of Salem, its agents and employees from
any and all claims for damages to persons or property as may rise out of the performance of this
Contract.
Successful Proposer's Comprehensive General Public Liabili1y and Propm Damage
Liability Insurance - The Successful Proposer shall carry Comprehensive General Liability
Insurance providing for a limit of not less than Five Hundred Thousand Dollars ($500,000.00) for
all damages arising out of bodily injury to or death of one person, and subject to that limit for each
person, a total limit of not less than One Million Dollars ($1,000,000.00) for all damages arising out
of bodily injuries or death of two or more persons in any one accident; and Successful Proposer's
Comprehensive Property Damage Liability Insurance providing for a limit of not less than Five
Hundred Thousand Dollars ($500,000.00) for all damages arising out of injury to or destruction of
property in any one accident, and subject to that limit per accident, a total (or aggregate) limit or not
less than One Million Dollars ($1,000,000.00) for all damages arising out of injury to or destruction
of property during the policy period.
Comprehensive Automotive and Property Damage Insurance - The Successful Proposer shall
carry Automobile Insurance covering all owned vehicles, hired vehicles or non-owned vehicles
under the control of the Successful Proposer while performing work under the Contract in the
amount of not less than Five Hundred Thousand Dollars ($500,000.00) for all damages arising out
of bodily injuries to or death of one person and subject to that limit for each person, a total of not
less than One Million Dollars ($1,000,000.00) for all damages arising out of bodily injuries to or
death of two or more persons in any one accident; and Property Damage coverage in the amount of
not less than Five Hundred Thousand Dollars ($500,000.00) for all damages to or destruction of
property.
The Successful Proposer must carry Workman's Compensation Insurance in the amounts prescribed
under Massachusetts State Law and meet all other City and State Laws and Regulations.
No cancellation(s) of such insurance, whether by the insurer or by the insured party shall be valid
unless written notice thereof is given by the parties proposing cancellation to the other party and to
the City of Salem at least fifteen (15) days prior to the intended effective date thereof, which date
shall be expressed in said notice, which shall be sent by registered mail, return receipt requested.
These provisions shall apply to the legal representative(s), trustee in bankruptcy, receiver, assignee,
trustee, and successor(s) in interest of the Successful Proposer.
Page 10 of 18
L
All insurance coverage shall be at the sole expense of the Successful Proposer and shall be placed
with such company as may be acceptable to the City of Salem and shall constitute a material part of
the contract documents.
Failure to provide written proof to City and continue in force such insurance as aforesaid shall be
deemed a material breach of the contract, and may constitute sufficient grounds for immediate
termination of the same.
Final Approval and Payment
A. Final products outlined in the Work Program of this Request for Proposals and the written
Agreement must be approved by the City of Salem and the Massachusetts Historical
Commission. If, for any reason, the final products do not conform with the terms and
conditions of the Agreement or with the appropriate Secretary of the Interior's standards, the
City of Salem reserves the right to withhold payment until all conditions are met. Neither the
City review, approval or acceptance of, nor payment for, any of the services furnished shall be
construed to operate as a waiver of any rights under the contract or any cause of action arising
out of the performance of the contract.
B. Total compensation for services under this contract shall not exceed $30,000. Payment shall be
made upon proper invoicing. Invoicing may be submitted at the completion of each phase
based on a not to exceed amount to be established by the Salem Planning Department. Such
invoicing shall include a description of services provided and proper reference to the Scope of
Services. Invoices shall be submitted to the City of Salem Planning Department, 120
Washington Street, Salem,MA 01970.
Revision of Agreement
There shall be not change in project work, budget or timetable without the prior written approval of
the Salem Department of Planning and Community Development. Changes in the Work Program
to be performed by the Proposer under the Agreement, including any increases or decreases in the
compensation to the Proposer or the time limitation for completion, which are mutually agreed
upon by and between the City and the Proposer, shall be incorporated into the Agreement in the
form of written amendments. Any and all amendments, alterations and changes in the Agreement
will only be binding on the parties if executed in writing as set forth herein. No part of the contract
shall be altered in any way without prior written consent of the City of Salem Purchasing Agent.
Time Schedules
Professional services shall commence no later than March 1, 2004 and be completed by September
10, 2004 according to the schedule in the Work Program. The Proposer agrees to promptly notify
the Salem Planning Department should problems, delays or adverse conditions become known
which will materially affect the ability to attain project objectives, prevent the meeting of time
schedules or preclude the completion of approved work.
Fair Practices
The Proposer shall not discriminate against any employee or applicant for employment because of
race, color, religion, sex, age, handicap, veteran status or national origin. The Proposer shall take
affirmative action to ensure that applicants are employed, and employees are treated during
employment,without regard to race, color,religion, sex, age, handicap,veteran status, familial status,
Page 11 of 18
sexual orientation or national origin. Such action shall include, but not be limited to, the following:
employment, upgrading, demotion, or transfer; recruitment or recruitment advertising; layoff or
termination; rates of pay or other form of compensation; and selection for training, including
apprenticeship. The Proposer agrees to post in conspicuous places, available to employees and
applicants for employment, notice setting for the provisions of this non-discrimination clause. The
Proposer will, in all solicitations or advertisements for employees placed by or on behalf of the
Proposer, state that all qualified applications will receive consideration for employment without
regard to race, color, religion, sex, age, handicap, veteran status or national origin. The Proposer
agrees to comply with the "Governor's Code of Fair Practices" of January 12, 1966,Chapter 151B of
the Massachusetts General Laws, as amended and Executive Orders which prohibit discrimination
because of race, color,religion,national origin, age, sex,veteran status or handicap.
Acknowledgements
A. Federal grant assistance shall be acknowledged in any publications, public announcements,
audio or video materials, news releases, articles, and any exhibits or presentations, funded in full
or in part with grant assistance under the terms of this Agreement, substantially as follows:
"[Title of Publication/Project] HAS BEEN FINANCED IN PART WITH FEDERAL
FUNDS FROM THE NATIONAL PARK SERVICE, U.S. DEPARTMENT OF THE
INTERIOR, THROUGH THE MASSACHUSETTS HISTORICAL COMMISSION,
SECRETARY OF COMMONWEALTH WILLIAM FRANCIS GALVIN,
CHAIRMAN. HOWEVER, THE CONTENTS AND OPINIONS DO NOT
NECESSARILY REFLECT THE VIEWS OR POLICIES OF THE DEPARTMENT
OF THE INTERIOR, OR THE MASSACHUSETTS HISTORICAL COMMISSION,
NOR DOES THE MENTION OF TRADE NAMES OR COMMERCIAL
PRODUCTS CONSTITUTE ENDORSEMENT OR RECOMMENDATION BY
THE DEPARTMENT OF THE INTERIOR, OR THE MASSACHUSETTS
HISTORICAL COMMISSION." Note that only relevant portions of the required statement
need to be applied, and should be used as appropriate depending on the content of the
publication (e.g., if there are no trade names or commercial products, then that part of the
statement can be omitted).
B. Publications which are produced as a result of this project must also include the following
nondiscrimination statement: "THIS PROGRAM RECEIVES FEDERAL FUNDS
FROM THE NATIONAL PARK SERVICE. THE U.S. DEPARTMENT OF THE
INTERIOR PROHIBITS DISCRIMINATION ON THE BASIS OF RACE, COLOR,
NATIONAL ORIGIN, AGE, GENDER, SEXUAL ORIENTATION, FAMIAL
STATUS, RELIGION OR HANDICAP IN ITS FEDERALLY ASSISTED
PROGRAMS. IF YOU BELIEVE YOU HAVE BEEN DISCRIMINATED AGAINST
IN ANY PROGRAM, ACTIVITY, OR FACILITY AS DESCRIBED ABOVE, OR IF
YOU DESIRE FURTHER INFORMATION, PLEASE WRITE TO: OFFICE FOR
EQUAL OPPORTUNITY, U.S. DEPARTMENT OF THE INTERIOR, 1849 C
STREET, NW ROOM 1324,WASHINGTON,DC 20240."
Copyright
Except as otherwise provided in the Agreement, the City of Salem may copyright any book,
publication or the material developed in the course of this project subject to a royalty-free,
nonexclusive and irrevocable license to the Federal Government to reproduce, publish, or otherwise
use such copyrighted material and to authorize others to use the material for Government purposes.
Page 12 of 18
Failure to comply with the above conditions and requirements or any attached
specifications or any other minimum qualifications will be justification to reject any
proposal as incomplete.
Submissions
Proposals should be addressed to:
Albert C.Hill,Jr.,Purchasing Agent
Purchasing Department, City of Salem
120 Washington Street, 3'd Floor
Salem,MA 01970
The final date for submission of proposals is on or before 10:00am on February 5,2004.
Page 13 of 18
ATTACHMENT A
SCOPE OF WORK
Introduction
The proposed scope includes historic research of Salem's architecture and urban design traditions
and an analysis of existing city design guidelines and regulations including the Urban Renewal Plan,
Zoning Ordinance, Sign Manual, and Historical Commission guidelines. The design guidelines will
conform to the Secretary of the Interior's Standards for the Treatment of Historic Properties with
Guidelines for Preserving, Rehabilitating, Restoring and Reconstructing Historic Buildings (36 CFR
67 and 68). The final product will be a user-friendly manual, which will include design objectives
and guidelines, diagrams, photographs and other information necessary to clearly illustrate
appropriate design principals for buildings, storefronts, streetscapes, landscapes, site plans and
signage. The manual will be distributed to building owners and potential developers for use when
constructing and/or improving their building.
Phase Meetings
The project consists of three phases. Project personnel, both the consultant and the project
coordinator,will meet with MHC staff at MHC offices in Boston for a start up meeting prior to the
beginning of Phase I to review project progress and products at the end of Phases II and III.
The scope of the project is split into the following three (3) phases:
PHASE I (approximately 10 weeks)
TASKS:
• Meet with the Local Project Coordinator and MHC staff to discuss the scope
of the project and to assess the available documentary materialss,ma
( P
existing guidelines and manuals, public information, other examples of
successful design guideline manuals etc.).
• Review historic documents,including plans and historic photographs and
obtain representative examples to include in the final draft of the manual.
• Meet with the Salem Historical Commission, Salem Redevelopment
Authority (SRA), Planning Board, and the Salem Main Streets Program to
introduce the project and receive input on the project.
• Assess design guidelines and manuals from other communities that represent
good examples and are applicable to Salem and review them with the Local
Project Coordinator.
• Obtain photographs that reflect historically appropriate design and examples
of new development that integrates into the historical context of each
neighborhood district.
Page 14 of 18
• Document each area with digital color photographs to record existing
conditions and important historical resources
• Draft maps exhibiting the boundaries for each area.
PRODUCTS:
• Draft maps;
• Summary of collected materials;
• Draft design manual outline including:
Annotated Table of Contents
Description and photographs of the existing conditions
Summary of design objectives and guidelines
— Flistoric photographs; historic site plans (reduced if necessary)
— Examples of manual layout and design
PHASE II (approximately 12 weeks)
TASKS:
• Prepare draft narrative portion of manual that summarizes the character,
development patterns, historic resources and existing conditions of the study
areas.
•
Prepare preliminary design guidelines (site planning, building design,
landscaping, streetscape, signage, restoration/preservation of historic
resources) for each district.
• Prepare diagrams, photographs, and renderings to illustrate the proposed
design guidelines.
• Meet with MHC staff and Project Coordinator to review draft guidelines.
• Provide draft to the Salem Historical Commission, Salem Redevelopment
Authority(SRA),Planning Board, and the Salem Main Streets Program.
• Prepare cost estimates for the printing of 2,000 copies of the manual.
PRODUCTS:
• Draft Design Guidelines Manual that includes photographs and maps
PHASE III (approximately 6 weeks)
TASKS:
• Prepare final draft of the manual that incorporates all comments and present
to the Local Project Coordinator before final printing.
Page 15 of 18
PRODUCTS:
• Final Design Guidelines Manual (one camera ready and 50 copies)with the
appropriate acknowledgements.
TIMEFRAME
Phase I -will be completed by May 7, 2004
Phase II -will be completed by July 30, 2004
Phase III -will be completed by September 10, 2004
Page 16 of 18
ATTACHMENT B
FEE PROPOSAL FORM
The undersigned herby submits a price proposal to perform the services outlined in the Request for
Proposals for the City of Salem Comprehensive Design Guidelines Manual.
Consultant:
Address:
The CONSULTANT hereby pledges to deliver the complete scope of services required, for the
rates and charges shown below:
PROFESSIONAL SERVICES,Hourly Rate:
Estimated cost to complete the project:
Phase I:
Phase II:
Phase III:
TOTAL COST:
CONSULTANT DATE
Page 17 of 18
ATTACHMENT C
CERTIFICATE OF NON-COLLUSION AND TAXATION ATTESTATION
CLAUSE
As required under Chapter 233 and 701 of the Mass. Acts and Resolves of 1983, all bidders
must certify to the following,by signing this page in the space indicated below.
1. The undersigned certifies under penalties of perjury that this bid or
proposal has been made and submitted in good faith and without
collusion of fraud with any other person. As used in this certification,
the word "person" shall mean any natural person, business, partnership,
corporation, union committee, club, or other organization, unity or
group or individuals.
2. "Pursuant to M.G.L. Ch 62C, sec. 49A, I certify under the penalties of
perjury that I, to my best knowledge and belief, have filed all state tax
returns and paid all state taxes required under law".
Authorized Officer(Print)
*(Authorized Signature)
(Name of business)
(Social Security No. or Federal Identification No.)
*Approval of a contract or other agreement will not be granted unless the applicant
signs this certification clause. This does not constitute the legal signature required
for the bid or proposal on page one.
Page 18 of 18
Survey& Planning Grant (FY03)
City of Salem Comprehensive Design Guidelines Manual
RFP Solicitation List
Name&AddressRFQ Sent* Qualifications RFP Sent Proposal
Received" Received ^`
Ronald Alex
LPBA Architects
28 Penniman Road X
Boston,MA 02134
Jim Alexander
Finegold Alexander X
77 N. Street
Boston,MA 02114
David Grayson Allen
ALLEN ASSOCIATES X
PO BOX 380
CONCORD,MA 01742-0380
Henry Amick
MS PRESERVATION
11 SHEPLEY ST STUDIO 45 X
PORTLAND,ME 04101
Laura Baker
75 SEDGWICK ST APT 1 X
JAMAICA PLAIN,MA 02130
Thomas Bartels
Bartels Architecture&Landscape Design X
42 Thomas Street
Williamstown,MA 01267
Lawrence Bauer
Solomon&Bauer Architects, Inc. X
44 Hunt Street
Watertown,MA 02172
Christine Beard
TREMONT PRESERVATION
SERVICES X
18 S MAIN ST STE 202
TOPSFIELD,MA 01983
Ann Beha
Ann Beha Associates
33 Kingston St.,2nd Floor X
Boston,MA 02111-2208
Richard Bertman
CBT/Childs, Bertman,Tseckares Inc. X
306 Dartmouth Street
Boston,MA 02116
A RFQ was not released for this project Page 1 of 14
"'John Goff,Historic Preservation&Design,submitted a proposal together with Pamela Hartford,therefore both were marked in the
"proposal received"column
Name&Address RFQ Sent* Qualifications RFP Sent Proposal
Thomas Boland
Received'l Received*
BINDER BOLAND&ASSOC
PO BOX 1505 X
PROV CETOWN,MA 02657
Neal Boornazian
INTEGRATED CONSERVATION
RESOURCES X
1430 MASS AVE
CAMBRIDGE,MA 02138-3810
Kim Withers Brengle
10 BARR ST X
SALEM,MA 01970-2302
Timothy W Brennan
PIONEER VALLEY PLAN COMM
26 CENTRAL ST X
W SPRINGFIELD,MA 01089-2784
Richard E. Brimley
Eisenberg Haven Architects, Inc. X
123 North Washington Street
Boston,MA 02114
Lucinda Brockway
PAST DESIGNS
53 HIGH ST X
KENNEBUNK,ME 04043
Kathleen Broomer
NATICK HIST COMM
8 ELWIN RD X
NATICK,MA 01760-3112
Deirdre Brotherson
16KST X
CONCORD,NH 03301-4620
Richard Candee
BOSTON UNIVERSITY
226 BAY STATE RD X
BOSTON,MA 02215
Jane Carolan
12 AUBURN ST X
NEWBURYPORT,MA 01950
Jean Carroon
GOODY CLANCY&ASSOCIATES
334 BOYLSTON ST X
BOSTON,MA 02116-3866
Susan Ceccacci
360 CAUSEWAY ST X
JEFFERSON,MA 01522
Page 2 of 14
Name &Address RFQ Sent" Qualifications RFP Sent Proposal
Sara B Chase
Received'' Received"
1 GRASSLAND ST X
LEXINGTON,MA 02421
Keith Chenot
Chenot Associates, Inc.
260 Brooks Station Road X
Princeton,MA 01541-2108
Marcia Mulfold Cini
LAW OFC MARCIA MULFORD CINI
PO BOX 1929 X
EDGARTOWN,MA 02539-1929
Joseph Concannon
39 RAVINE RD X
STONEHAM,MA 02180
Edward Connors
EDWARD CONNORS &ASSOC
14 BROOK ST X
BARRINGTON,RI 02806
Deborah Cox
PAL
210 LONSDALE AVE X
PAWTUCKET,RI 02860
Charles H Dauchy
24 OLD LONG PLAIN RD,RFD#3 X
AMHERST,MA 01002
Karen Davis
15 WALKER ST X
CAMBRIDGE,MA 02138
Claire W Dempsey
33 GROVE ST X
WINCHESTER,MA 01890
William J. Devlin
William J. Devlin,AIA, Inc. X
71-B Avon Place
Springfield,MA 01105
Leslie Donovan
TREMONT PRESERVATION
SERVICES X
123 SOUTH ST 4TH FL
BOSTON,MA 02111
Eric E Dray
6A COOK ST X
PROVINCETOWN,MA 02657
Page 3 of 14
Name&Address RF Qualifications Proposal
Q Sent Received* RFP Sent Received' ^'
Deborah Durland
Durland&Van Voorhis
628 Pleasant Street, Suite 322 X
New Bedford,MA 02740
Thomas Elmore
ELMORE DESIGN COLLABORATIVE
1655 MAIN ST STE 302 X
SPRINGFIELD,MA 01103
Mimde&Jim Fannin
FANNI N FANNIN
271 LEXINGTON RD X
CONCORD,MA 01742
Max Ferro
THE PRESERVATION PARTNERSHIP
478 UNION ST STE 204 X
NEW BEDFORD,MA 02740-3530
William B Finch
FINCH&ROSE ASSOC
50 FRONT ST X X
BEVERLY,MA 01915-5035
Kay Flynn Coughlin
PRESERVATION PLUS
10 OTIS PL UNIT 6B X
BOSTON,MA 02108-1033
Anne McCarthy Forbes
ACTON HIST DIST COMM
25 MARTIN ST X
ACTON,MA 01720
Debra Fox
BILLERICA HIST DIST COMM
7 BRENTHAM RD X
NORTH BILLERICA,MA 01862
Pamela W Fox
WESTON HIST COMM
98 LOVE IN X
WESTON,MA 02193
Wendy Frontiero
32 Abbott St X
Beverly,MA 01915
Andrea Gilmore
BUILDING CONSERVATION
ASSOCIATES X
580 HIGH ST
DEDHAM,MA 02026
Page 4 of 14
Name &Address RF Qualifications Proposal
Benjamin iore
Q Sent" Received* RFP Sent Received'
Glm
GILMORE CONSULTANTS
PO BOX 67 X
SOUTH CARVER,MA 2366
Jack Glassman
15 OAK ST UNIT 2 X
CHARLESTOWN,MA 02129-1810
Michael Goebel Bain
10 FRANCIS ST X
GREENFIELD,MA 01301
John V Goff
HISTORIC PRESERVATION&
DESIGN X X
PO BOX 8655
SALEM,MA 01971
Anne Grady
10 TROTTING HORSE DR x
LEXINGTON,MA 02421-6339
Pauline Chase Harrell
BOSTON AFFILIATES
156 MILK ST X
BOSTON,MA 02109-3402
Marlene Elizabeth Heck
8 BLUEBERRY MEADOWS X
LEBANON,NH 03766
Margaret Hunt Hepler
QUARRY RD RFD 2 X
AM-MRST,MA 01002-9755
Allen C Hill
The Office of Allen Charles Hill,AIA
Two Lisa Drive X
Wobum,MA 01801-3550
Martha Himes
DUXBURY HIST COMM
127 VINE ST X
DUXBURY,MA 02332
Katy Holmes
59 GREENLAWN AVE x
NEWTON,MA 02459
Jeffrey C Howry
5 BENNETTAVE X
LEXINGTON,MA 02173-6207
Page 5 of 14
KBrookfine,
me &Address RFQ Sent* Qualifications RFP Sent Proposal
Received* Received'"
ssey
eet, Suite 24 X
02215
Elizabeth Igleheart
33 WEST CIRCLE X
CONCORD,MA 01742
Michael Jacobs
Mf-IJ ASSOCIATES
41 COOLIDGE ST X
BROOKLINE,MA 02446
PaulJaegar
BUILDING HISTORY,INC.
24 UPLAND RD X
ASHLAND,MA 01721
Candace Jenkins
17 SLADE ST X
BELMONT,MA 02478
Steve Jerome
BROOKLINE HIST SOCY
PO BOX 9 X
BOSTON,MA 02134
Sanford Johnson
GROTON HIST COMM
653 MARTINS POND RD X
GROTON,MA 01450
Margo Jones
Margo Jones Architects
308 Main Street, 3rd Floor X
Greenfield,MA 01301
John J. Keenan
Keenan&Kenny Architects,LTD
189 Main St., Suite 2A X
Falmouth,MA 02540
Douglas J Kelleher
53 LARCHMONT RD X
SALEM,MA 01970-2419
Margaret Kelly
21A CULDAGG ST X
EASTHAMPTON,MA 01027
Arthur J Krim
SURVEY SYSTEMS
36 HIGHLAND AVE X
CAMBRIDGE,MA 02139-1043
Page 6 of 14
FLarson
&Address RFQ Sent" Qualifications RFP Sent Proposal
Received* Received':
ASSOCIATES
X
Y 12498
James J Lee
LEXINGTON HIST DIST COMM
26 OAKLAND ST X
LEXINGTON,MA 02420
Monique Lehner
FANNINLEHNER
72 S PLEASANT ST X
HINGHAM,MA 02043-2919
Alfred J Lima
ALFRED J LIMA&ASSOC
488 HOOD ST X
FALL RIVER,MA 02720
Robert Livermore
Livermore, Edwards and Associates
260 Bear Hill Road X
Waltham,MA 02154
Larry Lowenthal
6 JOHN HALEY RD X
BRIMFIELD,MA 01010
Frederick W Lyman
AMERICAN LANDMARKS
PO BOX 1050 X
WINCHESTER,MA 01890
John D.MacMillian
Reinhardt Assoc
430 Main Street X
A awam,MA 01001-1827
William M MacMullen
91 OLD COLONY IN X
MARSHFIELD,MA 02050
Lisa Mausolf
20 TERRACE PK X
READING,MA 01867
Kathy McCabe
12 PRIMROSE ST UNIT 2 X
ROSLINDALE,MA 02131-1616
Paul J McGinley
MCGINLEY HART&ASSOCIATES
PO BOX 45248 X
SOMERVILLE,MA 02145-2803
Page 7 of 14
E
ddress RFQ Sent" Qualifications RFP Sent Proposal
Received" Received'"
4eliMeltsner
ciates, Inc. X
74 AVON HILL ST X
CAMBRIDGE,MA 02140-3631
Marla R Miller
UMASS
HERTER HALL 609 X
AMHERST,MA 01103-9312
Lynne Emerson Monroe
PRESERVATION COMPANY
5 HOBBS RD X
EXETER,NH 03833
John Montano
Clearwater Architects
50 Cross Road X
Westport,MA 02790
HenryMoss
Brunner/Cott Associates
130 Prospect Street X
Cambridge,MA 02139
Mitchell T Mulholland
UMASS ARCHAEOLOGICAL SVCS
BLAISDELL HOUSE, 310 HICKS WAY X
AM-MRST,MA 01003-9280
Marcia L Myers
TAMARIND BAY CO
PO BOX 311 X
CHARLESTOWN,MA 02129
Carol Ann Nelson
26 Summer Street X
South Dartmouth,MA 02748-3827
Deborah S Noble
PO BOX 106 X
CONCORD,VT 05824
R Christopher Noonan
PRESERVATION SERVICES INC
PO BOX 18 X
MENDON,MA 01756-0018
Stephen Olausen
PAL
210 LONSDALE AVE X
PAWTUCKET,RI 02860-3546
Page 8 of 14
Name &Address RFQ Sent* Qualifications RFP St Proposal
Sent Received"
Roger Taylor Panek
ROGER TAYLOR PANEK
ARCHITECTS X
318 HARVARD ST STE 2
BROOKLINE,MA 02446-2912
Angelo Petrozzelli
Design Partnership Architects, Inc.
Three Washington Sq., Suite 400 X
Haverhill,MA 01830
Daniel H. Pierce
Pierce Architects
214 Derby Street X
Salem,MA 01970
Michele Plourde-Barker
129 SOMERS RD X
EAST LONGMEADOW,MA 01028
Clarisse A Poirer
36 KENT ST X
NEWBURYPORT,MA 01950
Earl Pope
Duster-Pope-Frazier,LLP
9 Ashfield Street X
Shelburne Falls,MA 01370
Lawrence Z.Reeves
LZRA
79 Highland Street X
Marlborough,MA 01752-4107
Frederick Richards
124 WARREN ST X
CONCORD,NH 03301-2938
Lance E.Robson
CID Associates Inc.
280 Summer Street, Suite 500 X
Boston,MA 02210-1131
Joan S Rockwell
JOAN S ROCKWELL&ASSOC
16 CALL RD X
COLRAIN,MA 01340
Paula J Sagerman
PO BOX 128 X
WILLIAMSVILLE, VT 05362
John H. Salem
PO Box 789 X
Pembroke,MA 02359
Page 9 of 14
F
Address RFQ Sent^ Qualifications RFP Sent Proposal
Received' Received•RD,HIST DISTX
TICUT PATH
WAYLAND,MA 01778-3202
Nancy S Seasholes
LEXINGTON HIST COMM
1 FIELD RD X
LEXINGTON,MA 02421-8014
Dianne L Siergiej
COMMONWEAL COLLABORATIVE
66 WEST ST X
LEOMINSTER,MA 01453
J David Simmons
ANGLE TREE CONSULTING
111 WASHINGTON ST,UNIT 108 X
PLAINVILLE,MA 2762
Allan F Small
P.O. BOX 105
227 RUSSELL HILL RD X
ASHBURNI-3AM,MA 01430
Lawrence A. Sorli
1022 Westford Street X
Carlisle,MA 01741
Tony Souza
NEW BEDFORD HIST COMM
26 CENTRE ST X
NEW BEDFORD,MA 02740
Lynne Spencer
CLAUDE MENDERS ARCHITECTS
59 COMMERCIAL WHARF X
BOSTON,MA 02110
Myron O Stachiw
PO BOX 193 X
EAST WOODSTOCK, CT 06244
Edward M. Stanley
43 LOCHSTEAD AVE X
AMAICA PLAIN,MA 02130
Marcia D Starkey
TOWER HILL CONSULTANTS
638 COLRAIN RD X
GREENFIELD,MA 01301-9761
Paul E Sweetser
900 ROUTE 134, X115 X
SOUTH DENNIS,MA 02660
Page 10 of 14
Name&Address RFQ Sent* Qualifications RFP Proposal
Received- SentReceived""
VhihpThomason
as
ST X
MA 02134
N&ASSOCIATES
1225 X
NASHVILLE,TN 37212
Ronald Thunberg
HUB SURVEY ASSOCIATES
10 PHELPS PL X
WEST BOYLSTON,MA 01583
Gary Tondorf-Dick
1029 Main Street X
Hingham,MA 02043
Tobin Tracey
Turk Tracey&Larry Architects,LLC
92 Exchange Street X
Portland,ME 04101
Electa Kane Tritsch
MEDFIELD HIST COMM
12 OAK ST X
MEDFIELD,MA 02052-2611
Douglas Ulwick
Ulwick Affiliates Architects
Box 26 X
Hanover,MA 02339
Jeanne Van Orman
VAN ORMAN&ASSOCIATES
PO BOX 91 X
ARLINGTON HTS,MA 02475
Susanne Warren
101 MONUMENT AVE X
BENNINGTON,VT 05201
Margo Webber
136 RIDGE AVE X
NEWTON,MA 02459
Sara E Wermiel
70A SOUTH ST X
JAMAICA PLAIN,MA 02130-3143
Terry Winters
78 HARVARD AVE X
HYDE PARK,MA 02136-2836
Page 11 of 14
l
Name &Address RFQ Sent' Qualifications RFP Sent Proposal
Hiroshi Yoneyama
Received* Received"
Vitols Associates, Inc.
1022 Massachusetts Ave X
Boston,MA 02118-2606
Cynthia Zaitzevsky
CYNTHIA ZAITZEVSKY ASSOC
31 ELM ST X
BROOKLINE,MA 02446
AD Maclaren
93 Reservation Road X
Andover,o er,MA 01810
BROWN&CARLISLE ASSOC
175 WOODRIDGE DR X
CARNEGIE,PA 15106
E
tes Inc.
reet X
01002
Design Partnership
St., 8th Floor X
02210
Community Planning Solutions
8 Wethersfield Drive X
Andover,MA 01810
CULTURAL RESRCS CONSLTNG GRP
415 CLEVELAND AVE 10 X
HIGHLAND PK,NJ 08904-2703
CUSHING GOINS&KIRSCHNER
48 LEONA DR SUITE C X
MIDDLEBOROUGH,MA 02346
Daylor Consulting Group,Inc.
Ten Forbes Road X
Braintree,MA 02184
Dyer Brown Associates, Inc.
75 Broad Street X
Boston,MA 02109
Edwards&Kelcey
The Schrafft Center, 529 Main St., Ste 203 x
Boston,MA 02129
Gail Sullivan Associates
The Brewery Bldg. P, 179 Boylston St. X
Boston,MA 02130
Gary Wolf Architects
145 Hanover Street X
Boston,MA 02108
Page 12 of 14
Name&Address RFQ Sent* Qualifications RFP Sent Proposal
HARDLINES
Received" Received"
6824 WINTERBERRY LN x
BETHESDA,MD 20817
HIGHLAND DEVELOPMENT
18 MELENDY AVE X
WATERTOWN,MA 02472
Hill Engineers,Architects,Planners
50 Depot St. X
Dalton,MA 01226
Howard/Stein-Hudson Associates
38 Chauncy St. X
Boston,MA 02111
Jean Cartoon Architects
36 Bromfield Street X
Boston,MA 02108
John A.James/Jonathan Harkin,Assoc
Architects
PO Box 158, 1156 Ashley Falls Rd. X
AshleyFalls,MA 01222
Larry Koff&Associates
20 Harrison Street X
Brookline,MA 02146
Louis Bergen Group
1001 Elm Street X
Manchester,NH 03101
McGregor&Associates
60 Temple Place,Suite 410 X
Boston,MA 02111
Mills Whitaker Architects
PO Box 750084 X
Arlington,MA 02475
Platt Anderson Freeman Assoc Architects
1348 Cambridge St X
Cambridge,MA 02139
Rizzo
235 West Central Street X
Natick,MA 01760
SAS Design
251 Harvard Street, Suite 18 X
Brookline,MA 02446
Sasaki Associates
64 Pleasant Street X
Watertown,MA 02472
Page 13 of 14
Name &Address RFQ Sent* Qualifications RFPSent Proposal
Received' Received*
Stahl Associates
44 School Street X
Boston,MA 02108
Staley McDermet Associates
175 Essex Street X
Salern,MA 01970
Stephen Jablonski Architects
27 Eliot Street X
S rin field,MA 01103
Studio One Inc.
979 Main Street X
Springfield,MA 01103
Stull&Lee
38 Chauncy St., Suite 1100 X
Boston,MA 02111
Tappe Associates, Inc.
Six Edgerly Place X
Boston,MA 02116
The Berkshire Design Group, Inc.
4 Allen Place X
Northampton,MA 01060
The Cecil Group
Nine Newbury Street X
Boston,MA 02116
The Stubbins Associates
1033 Massachusetts Ave. X
Cambridge,MA 02138
VHB
101 Walnut St. X
Watertown,MA 02471
Pamela Hartford
PMB 291, 203 Washington Street X X
Saler-,MA 01970
Page 14 of 14
CO Monday,January 5,2004 THE SALEM NEWS
Legal Notice
CITY OF SALEM
PURCHASING DEPARTMENT
RFP#F-15
Sealed proposals will be received at
the Office of the City Purchasing
Agent, 120 Washington Street, 3rd
floor, Salem, MA 01970, on or before
10:00 A.M.February 5,2004,at which
time and place they will be opened.
THE CITY OF SALEM IS
SEEKING A QUALIFIED
CONSULTANTTO DEVELOP
A COMPREHENSIVE
DESIGN GUIDELINES MANUAL
Consultants must meet the following
minimum qualifications: a) Bachelor's
Degree in Historic Preservation, Archi-
tectural History, History, Anthropology,
Archaeology. Planning or a closely
related field and at least two years full-
time experience in an area relevant to
the project;or a Masters Degree in any
of the above fields;or b) Professional
Degree in Architecture or Massachu-
setts license to practice architecture,
and at least one year of graduate study
in architectural preservation, preserva-
tion planning, or a closely related field
or one year of full-time professional
experience on historic preservation
projects; and c) experience in graphic
design and layout.
The City of Salem is an Equal
Opportunity/Affirmative Action Em-
ployer In its programs and activities.
The proposal award is made by the
Purchasing Agent and is subject to
Mayoral approval.The City of Salem
reserves the right to reject any and all
proposals or to waive any informalities
in the proposal process, if deemed in
the City's best interest.
Proposal documents containing
specifications, requirements, and
conditions will be available upon
request after 2:00 p.m.on January 5,
2004, at the Office of the City Pur-
chasing Agent, 120 Washington
Street,3rd Floor,Salem,MA.
Office Hours:
Mon.,Tues.,Wed.
8:00 A.M.-4:00 P.M.
Thurs.8:00 A.M.-7:00 P.M.
Fri.8:00-12:00 Noon
Albert C.Hill,Jr.
Purchasing Agent
(1/3,5)
12. Assurance
ASSURANCE CERTIFICATION SHEET
SURVEY AND PLANNING GRANT
Agreement between the COMMONWEALTH OF MASSACHUSETTS by and through the
MASSACHUSETTS HISTORICAL COMMISSION and the CITY OF SALEM,
MASSACHUSETTS by and through the DEPARTMENT OF PLANNING AND COMMUNITY
DEVELOPMENT, dated December 8,2004.
I hereby certify that the following requirements as outlined in the project agreement,were met:
a. All costs charged to the project were incurred during the project period and were allowed
under OMB A-87 and OMB A-102,revised (43 CFR part 12).
b. The transferee's matching share was not paid for by the Federal Government under another
assistance agreement unless authorized.
c. The transferee has kept records which document employment practices and procedures
which conform with civil rights, equal employment opportunity and labor law requirement
of Federal Grants.
d. The transferee's procurement actions were conducted in a manner that provided for
maximum open and free competition.
CERTIFIED by:City of Salem,MA,Department of Planning and Community Development
L Goonin Duncan,AICP Date
Director