Offer Forms (Attachments) Group, Inc..pdf · Phoenix, AZ 85007 PART 4 of the Solicitation...

Request for Qualifications

Solicitation No.

ADSPO18-00007887

Description: 2018 Professional Services List

Arizona Department of

Administration

State Procurement Office

100 N 15th Ave., Suite 201

Phoenix, AZ 85007

PART 4 of the Solicitation Documents:

Offer Forms (Attachments)

Index

Date: January 8, 2018

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A v a i l a b l e o n l i n e a t : P r o c u r e . A Z . g o v



ATTACHMENT 1 ........ OFFER AND ACCEPTANCE FORM ...................................... 2

ATTACHMENT 2-A .... EXPERIENCE AND CAPACITY ............................................. 3

1.0 ..... FIVE (5) EXAMPLE PROJECTS ...................................................................... 3

ATTACHMENT 2-A .... EXPERIENCE AND CAPACITY ............................................. 8

2.0 ..... EMPLOYEES BY DISCIPLINE ......................................................................... 8

3.0 ..... FIRMS EXPERIENCE AND REVENUE ......................................................... 10

4.0 ..... FIRMS SERVICES ......................................................................................... 10

5.0 ..... EXPERIENCE REFERENCES: ...................................................................... 11

ATTACHMENT 2-B .... ORGANIZATION PROFILE .................................................. 13

ATTACHMENT 3-A .... METHOD PROPOSAL .......................................................... 15

ATTACHMENT 3-B .... KEY PERSONNEL PROPOSAL ........................................... 16

ATTACHMENT 3-C ... PROPOSED SUBCONTRACTORS ..................................... 26

ATTACHMENT 3-D ... PERFORMANCE GUARANTEE ........................................... 28

ATTACHMENT 3-E .... ISRAEL BOYCOTT FORM ................................................... 29

ATTACHMENT 4 ........ PRICING SHEET .................................................................. 30

ATTACHMENT 5-A .... CONFIDENTIAL INFORMATION DESIGNATION ................ 31

ATTACHMENT 5-B .... CONFORMANCE STATEMENTS ........................................ 34

ATTACHMENT 5-C ... INSURANCE EVIDENCE ..................................................... 37

ATTACHMENT 5-D ... OFFER CHECKLIST ............................................................. 38

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https://procure.az.gov/bso/

Sean Wulfekuhle

1/23/18

1/30/18-1/31/191/30/18


Solicitation No.

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Administration



Phoenix, AZ 85007




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Attachment 2-A Experience and Capacity

STATE MAY DETERMINE YOUR SUBMITTAL IS NON-RESPONSIVE IF YOU DO NOT ANSWER ALL QUESTIONS FULLY.

DEFINITIONS

Branch Office: A geographically distinct place of business or subsidiary office of a firm that has a key role on the team.

Discipline: Primary technical capabilities of key personnel, as evidenced by academic degree, professional registration, certification, and/or extensive experience.

Key Personnel: Individuals who will have major contract responsibilities and/or provide unusual or unique expertise.

Parent Company. Identify controlling company name in this field if the Firm is owned or controlled by another company.

Structure: How a business is organized to accomplish its objectives (ie, Sole Proprietor, Limited Liability Company, Cooperative, Corporation, Partnership, S Corporation). See chart below for example:

1.0 Five (5) Example Projects

List no more than five (5) example projects which best illustrate firm’s qualification for this contract in the chart provided below. Select

projects where multiple team members worked together, if possible, that demonstrate the team’s capability to perform work similar to that

required for this qualifications list contract. (NOTE: The integrity of the chart table columns shall remain unchanged, however the rows for

each project may be expanded by the Offeror to accommodate the information).

a. Title and Locations of project or contract. For an indefinite delivery contract, the location is the geographic scope of the contract.

b. Enter the year completed of the professional services (such as planning, engineering study, or design), and/or the year completed if construction. If any of the professional services or the construction projects are not complete, leave Year Completed blank and indicate the status in Brief Description of Project and Relevance to This Contract (block f).

c. Project Owner or user, such as a government agency or installation, an institution, a corporation or private individual.

d. Provide the original budget or not to exceed dollar amount for the project.

e. Provide the Total Cost of the Project. If any of the professional services or construction projects is not complete, indicate the percentage compete and whether this project will be on budget, over or under budget.

f. Brief Description: Indicate scope, size, and length of project, principle elements and special features of the project. Discuss the relevance of the example project to this contract.

Entity Type Structure

Corporation S Corporation or C Corporation, or Professional Corporation

Cooperative Cooperative

Partnership

General Partnership, Limited Partnership, Limited Liability Partnership, Limited

Liability Limited Partnership

Sole Proprietor Sole Proprietor

Limited Liability Company Limited Liability Company or Professional Limited Liability Company



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Title and Location of Project

Design Completion Year

Construction Completion Year

Project Owner

Project Original Budget (or not to exceed amount)

Total Cost of the Project

Brief Description of Project

Cultural Repository

Scottsdale, Arizona

2017 TBD

December 2018

Salt River Pima-Maricopa Indian Community

$10,000,000 $TBD The project will provide a brand new facility for the housing of the Community’s cultural artifacts. The building will be 27,226 square feet in the first phase which includes the administration offices, historical archives, cultural archives, conservation labs, archaeological labs, and main collection spaces. Also in this phase is a separate building to house the needs of the NAGPRA repatriation collection and ceremonial spaces. Phase II will be a 6,000 square foot expansion to the collection space. The building will feature high-end HVAC and environmental control systems for the sensitive collections. This building is the first one in the new Cultural Campus being master planned for the area near McDowell and Longmore Roads.

The Madison Center for the Arts

Phoenix, Arizona

2017 TBD

May 2018

Madison School District

$9,500,000 GMP

$9,500,000

To serve all their school sites and support the District’s focus on developing its young artists, Madison School District is taking its passion for the arts and community to a higher level with a new, state-of-the-art Performing Arts Center. This new 25,679 square foot facility will bring events into the community by providing a rentable venue for outside musicians, theatre and dance companies, etc. These groups will be accommodated with a large lobby for pre-function dining with banquet table seating for up to 200 guests, catering kitchen, 908 seat theater, stage with modern rigging, LED lighting, and an AV system to support the various performance types. Abutting to the District Office will enable the District to



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Administration



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re-purpose their warehouse space to the back-stage support area. Classic in design, the facility will undoubtedly create a “vision of elegance” that will be the backdrop to showcase the District’s Fine Arts programs.

In addition to the Performing Arts Center ADM Group designed a $9.5 million Parking Structure with two levels underground and two levels above ground. Due to the tight site many obstacles had to be overcome for this project.

District Office

Maintenance & Transportation Services

Avondale, Arizona

2011 June 2012 Avondale Elementary School District No. 44

$7,900,000 $7,929,223 ADM Group was responsible for

planning, design and

construction administration of the

New District Office Complex for

Avondale Elementary School

District. The new 21,445 square

foot District Office blends modern

looks with timeless architectural

elements to support the City of

Avondale’s adjacent historic

downtown. Maintenance and

Transportation Services sits

across the street from the District

Office on three acres and is

hidden from the historic main

street. However, the buildings

use a color scheme similar to the

District Office to create

cohesiveness between the two

sites. Maintenance and

Transportation Services consists

of two buildings with surrounding

parking lots for staff, buses,

district fleet vehicles and the

district fuel island. Building A,

which is 14,642 square feet,

accommodates maintenance and

transportation offices and support

spaces, a break room/training

room, high bay warehouse, and a

three-bay vehicular maintenance

area. Building B, which is 3,750

square feet, contains separate

vehicular bays and support space

for the district trades such as

grounds, mechanical, plumbing,

electrical, locksmith, etc.



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New Corporate Headquarters

Phoenix, Arizona

2010 – 2016 (Continuous Work)

2016

(All projects Completed on Time)

Shamrock Foods Company

$1,800,485 $2,297,532

$497,047 Change Order (1) Owner Directive

The new Shamrock Foods Company corporate offices occupy the entire 50,000 square foot top floor of the Camelback Center, in Phoenix, Arizona. The interior layout expresses a new corporate philosophy for space saving offices and workstations. A mix of enclosed offices, open workstations, and conference areas are located on the perimeter glass. The interior space takes advantage of the natural daylight provided by the exterior glass skin of the building. Workstations with low wall panels enhance the light quality of the space. Amenities include break room, fitness area, video conferencing, along with balconies off the board room and flanking conference areas. Referring to Shamrock’s long and successful history, a Company Time Line & Associates Graphic (a photo montage of past and present employees) is prominently displayed in the public areas. Services provided include: programming, space planning, architectural and interior design, furniture specifications, construction administration and move management.

Shamrock Foods Company has been a valued repeat client of ADM Group since 1994.

Emerson

Court

Welcome

Center

Phoenix, Arizona

2011 2012 – 2013 Three (3) Phases Completed on Time

Phoenix

Elementary

School

District #1

$7,489,492 $7,489,492 As a long-time business partner of Phoenix Elementary School District, ADM Group led the Historic Preservation of the District’s Welcome Center. Built in the 1920’s, the 50,040 square foot building required structural repairs while the District needed to realign its departments. ADM Group successfully completed both goals by phasing the project with smooth coordination between the City



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Historical Preservation, local neighborhood association, and adjacent property owners. This approach allowed the District to obtain the City of Phoenix Historic Preservation Certificate of Appropriateness.

This project received the 2013 Arizona Preservation Foundation Governor’s Honor Award.



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Attachment 2-A Experience and Capacity

STATE MAY DETERMINE YOUR SUBMITTAL IS NON-RESPONSIVE IF YOU DO NOT ANSWER ALL QUESTIONS FULLY.

2.0 EMPLOYEES BY DISCIPLINE

Aeronautical Engineer Electrical Engineer Mechanical Engineer

Agricultural Engineer Environmental Engineer Metallurgical Engineer

Archeologist Environmental Scientist Mining Engineer

Architect Fire Protection Engineer Nuclear Engineer

Architectural Engineering

Geodetic Surveyor Petroleum Engineer

Biologist Geographic Information System Specialist

Photogrammetrist

CADD Technician Geological Engineer Project Manager

Chemical Engineer Geologist Sanitary Engineer

Civil Engineer Hydrographic Surveyor Soils Engineer

Construction Manager Hydraulic Engineer Structural Engineer

Construction Inspector Hydrologist Technician/Analyst

Control Systems Engineer

Industrial Engineer Transportation Engineer

Cost Engineer/Estimator Landscape Architect Water Resources Engineer

Enter requested information in the chart provided below:

a. Select disciplines from the List of Disciplines. For employees that do not qualify for any of the disciplines, select “Other”.

b. Each person can be counted only twice; once for his/her primary function and once for his/her secondary function. Primary and secondary functions should be indicated by including a “P” or an “S” in column b after the Description Title is given.

c-d. If the form is completed for a firm (including all branch offices), enter the number of employees by disciplines in column c. If the form is completed for a branch office, enter the number of employees by discipline in column d and for the firm in column c. (NOTE: The Offeror may insert or delete rows in the existing Employees by Discipline chart table on page six (6) as necessary to complete the requirements for Question 2).



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EXAMPLE:

a. Discipline Title b. Function: Primary

(P) or Secondary (S)

c. No. of Employees

Firm

d. No. of Employees Branch

Example: Architect P 138 50-Yuma Branch

50-Tempe Branch

38 – Phoenix

Branch

Example: Architect S 20 5-Yuma Branch

5-Tempe Branch

5 – Phoenix

Branch

5- Tucson Branch

a. Discipline Title

b. Function: Primary

(P) or Secondary (S)

c. No. of Employees

Firm

d. No. of Employees Branch

Architect P 4 4 - Tempe

Architect S 1 1 - Tempe

Project Manager P 8 8 - Tempe

CADD Technician P 4 4 - Tempe

CADD Technician S 5 5 - Tempe

Other P 4 4 - Tempe

Total 26 26 - Tempe



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3.0 FIRMS EXPERIENCE AND REVENUE

a. Firm shall complete the document titled “Project Experience Number of Projects and Revenue”, using same document title and upload in .pdf format only as an “Attachment” with firm’s offer in ProcureAZ.

.

4.0 FIRMS SERVICES

a. Firm shall complete the Excel spreadsheet titled “2018 Professional Services List of Firms Services” using same document title and uploaded in Excel format only as an “Attachment” with firm’s offer in ProcureAZ.

.



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5.0 EXPERIENCE REFERENCES:

THE PRIME FIRM SHALL LIST A TOTAL OF THREE (3) CLIENT REFERENCES FOR ANY PROJECTS COMPLETED IN THE LAST YEAR

BY THE FIRM (OR A BRANCH LOCATION). REFERENCES MAY BE CONTACTED BY ANY ELIGIBLE AGENCY.

1 Client Company/Address Contact Begin Date End Date

Madison School District

5601 N 16th St, Phoenix, AZ 85016 Patrick Calvin 6/1/2016 10/1/2018

Phone Number Email Address

(602) 664-7766 [email protected]

List project name, project location, original design fee, final design fee, construction costs (if applicable), and program facilities

(What were the uses, facilities, or activities that were built. For example; lift station, parking lot, bridge, playground, sewerage

treatment plant, storm drainage, etc.).

The Madison Center for the Arts, Phoenix, Arizona, Original & Final Design Fee: $1,200,000, Construction Cost: $22,000,000 Million, Program Facilities: New 900 Seat Performing Arts Center with a 400 Stall Parking Garage

Services performed similar to those described in Solicitation

Planning, A&E Design, Construction Administration


Salt River Pima-Maricopa Indian Community 10150 E Earll Dr, Scottsdale, AZ 85256

Jason Kerby 6/1/2017 12/1/2018






Cultural Repository, Scottsdale, Arizona, Original & Final Design Fee: $700,000, Construction Cost: $10,000,000 Million, Program Facilities: New Repository




Avondale Elementary School District

295 W Western Ave, Avondale, AZ 85323 Dr. Betsy Hargrove 1/2014 8/2014





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District Office | Maintenance & Transportation Services, Avondale, Arizona, Original & Final Design Fee: $358,000 Construction Cost: $6,500,000 Million, Program Facilities: New District Office & Maintenance Facilities



End of Attachment 2-A



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Attachment 2-B Organization Profile

STATE MAY DETERMINE YOUR PROPOSAL IS NON-RESPONSIVE IF YOU DO NOT ANSWER ALL QUESTIONS FULLY.

ORGANIZATION PROFILE

The firm shall complete a separate Organizational Profile document for each branch office.

Firm Name ADM Group, Inc. Year established 1993

Principal address (street, city, state)

1993

Entity type: Corporation Structure: S Corporation

Branch or Division:

N/A Parent Company: N/A

Years the organization has conducted business in Arizona. x

Contract Representatives to Contact

Name Title Telephone Number E-Mail Address

1. Ben Barcon Principal (480) 285-3814 [email protected]

2. x x x x

3. x x x x

Firm Professional Registration and Certifications (INCLUDE COPY OF DOCUMENT IN OFFER)

Description Issuer Number Expiration

1. Arizona Board of Technical

Registration State of Arizona 10049-0 11/30/2018

2.

Arizona transaction privilege tax

license or (if applicable) Arizona

Corporate Commission

Certificate of Good Standing

State of Arizona 02475097 07/03/2018

ATTACHMENT 2-B SUPPLEMENTS:

(For submission of additional Organizational Profile qualifications beyond the number of forms provided in the Offer

Documents: Offeror shall copy the Organizational Profile form in its entirety and complete in a separate Document for

submission with the offer or type “None” on first line if not applicable. Offeror shall title Supplement(s) with the same

beginning title as named herein, number sequentially in accordance with the number of Organizational Profile forms

submitting and upload with offer.).



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Title Document

Date No. of pages Purpose in Offer

3. Enter or delete row if not needed x x

4. Enter or delete row if not needed






(NOTE: The Offeror may insert additional rows as required).

End of Attachment 2-B



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Attachment 3-A

Method Proposal

(Method of Approach)

RESERVED FOR AWARDED DESIGN PROFESSIONAL UPON SERVICE REQUEST




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Phoenix, AZ 85007





Attachment 3-B

Key Personnel Proposal

Answer all questions thoroughly in the spaces provided. Complete this form in full for each one of the key

personnel who will participate in this contract. Insert or attach a separate resume if desired, but any attached

resumes are supplemental to this form and do not substitute resumes for this form. Offeror shall list any resume

filename within the Key Personnel Form resume section and Attach as titled and submit with firm’s offer in

ProcureAZ. Resumes shall not be listed in Attachment 3-B as Supplements.

1 Name: Ben Barcon How long with company? 25 years

Current position in company:

Principal How long in positon? 25 years

Position for the Services: Principal-in-Charge How much of time will be dedicated to the Services?

10%

What primary functions will be assigned?

Mr. Barcon is responsible for the management, scheduling, budget review, and quality control of all projects.

Describe person’s experience in performing

services like those that are to be assigned:

Mr. Barcon has experience in the facility planning field which includes all facets of project management for large scale corporate and educational projects. He has managed the planning, design and construction of over three million square feet of corporate offices, temporary facilities, technical structures, power plants, industrial facilities and specialty spaces for Arizona Public Service Company.



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List person’s job-related training and education:

Education

Arizona State University

B.S. Construction

Personal Achievements

Joint Legislative Committee K-12 Financing Former Member, Governor Jane Hull’s Advisory Committee Member, Governor Janet Napolitano’s Latino Advisory Committee

Member, Governor Janet Napolitano’s A Task Force on Education for the 21st Century

Member, Catholic Charities Governing Board

Member, East Valley Hispanic Chamber of Commerce Governing Board

Resume: BenBarcon-Resume.pdf

2 Name: Nina Sheriff How long with company? 25 years


Principal | Director of Design How long in positon? 25 years

Position for the Services: Principal | Director of Design How much of time will be dedicated to the Services?

25%


Ms. Sheriff is responsible for the management and supervision of design on all

projects including staffing, quality and creativity.



Ms. Sheriff has experience in all facets of facilities projects including programming,

design and project management services for educational and corporate clients in

Arizona, New Mexico, Colorado, California and Illinois. Prior to joining ADM Group, Ms.

Sheriff was Project Manager for over one million square feet of corporate offices, multi-

use space and specialty structures for Arizona Public Service Company.



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Education

Illinois State University

B.S. Architectural Interior Design

Resume: NinaSheriff-Resume.pdf

3 Name: Jenifer Weskalnies How long with company? 8 years


Director of Architecture How long in positon? 8 years

Position for the Services: Director of Architecture How much of time will be dedicated to the Services?

25%


Ms. Weskalnies works to coordinate both the in-house architectural team and the

outside consultants in order to meet the clients’ goals, as well as construction document

preparation.



Ms. Weskalnies has experience in the commercial, residential, and educational field.

She has been a registered architect in Arizona for over 16 years and is LEED®

Accredited. She completed the NCARB Certification process in 2011 and is registered

in California, Texas, and Arizona. She has managed the planning and design of

corporate offices, above and below grade parking structures, high-rise residential, retail

development, tenant improvement projects, and schools.



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Education

The University of Arizona

Bachelor of Architecture

Professional Registrations

Arizona License No. 36768

California License No. C33334

Texas License No. 25426

NCARB Certification No. 72716

American Institute of Architects

LEED® Accredited Professional

Resume: JeniferWeskalnies-Resume.pdf

4 Name: Jason Olive How long with company? 3 years


Architect How long in position? 3 years

Position for the Services: Architect How much of time will be dedicated to the Services?

45%


Mr. Olive is responsible for construction document preparation and construction

administration.



Mr. Olive is experienced in all aspects of the design and construction process, including

programming, evaluation of existing facilities, site planning, coordination with

municipalities, coordination of utilities, building design, construction analysis, building

systems evaluation, roofing evaluation and repair, sub-consultant coordination, and

coordination of SRP/APS Energy Rebates. His experience includes educational,

healthcare, religious and public buildings.



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Education

Auburn University

Masters of Arts


Arizona License No. 49919


SRP Energy Alliance Partner

Resume: JasonOlive-Resume.pdf

5 Name: Courtney Thompson How long with company? 4 years


Interior Designer How long in position? 4 years

Position for the Services: Interior Designer How much of time will be dedicated to the Services?

50%


Ms. Thompson is responsible for interior design programming and finish selection and specification.



Ms. Thompson has experience working on design projects in all phases from programming through construction administration and furniture installation. Her past work includes projects in the facilities, corporate, and multi-family residential fields. She is proficient in AutoCAD, Microsoft Office Word and Excel, Adobe Photoshop, Illustrator and InDesign, Sketch-up, and Lumion.



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Education

University of Missouri

B.S. Environmental Design



NCIDQ® Certification

Resume: CourtneyThompson-Resume.pdf

6 Name: x How long with company? x years


x How long in position? x

Position for the Services: x How much of time will be dedicated to the Services?

x%


x



x



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x

Resume: List filename





x%


x



x



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x




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x%


x



x


x




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ATTACHMENT 3-B SUPPLEMENTS:

(For submission of additional Key Personnel qualifications beyond the number of forms provided in the Offer

Documents: Offeror shall copy the Key Personnel Form in its entirety and complete in a separate Word Document for

submission with the offer, and list file name below or type “None” on first line if not applicable. Offeror shall title

Supplement(s) with the same title as named herein and upload with offer.).

Title Document


1. Enter or delete row if not needed x x







(NOTE: The Offeror may insert additional rows as required).

End of Attachment 3-B



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Attachment 3-C

Proposed Subcontractors


Check “NO” if you WILL NOT subcontract any portion of the Work and will therefore be carrying out all of the Work

with your own personnel.

NO, the Offeror will not subcontract any portion of the Work.

If you WILL subcontract any portion of the Work, check “YES” below and list name of persons or companies you

propose to use as subconsultants.

1. Fill in the information in the chart below for every proposed subcontractor – indicate the role and services work the subconsultant may provide in performing any of the services as outlined in the Requirements Document in the solicitation.

2. Offeror shall complete an Attachment 3-B Key Personnel Form in its entirety for each proposed subcontractor and submit with offer. The term “Subconsultant” shall be annotated in parenthesis after each subcontractor key personnel name typed in the “Name” section of the 3-B form.

3. State may demand additional information about proposed subcontractors as a precondition of award.

YES, the Offeror will use the Subcontractors listed below:

Subcontractor Key Personnel Name; Subcontractor Firm Name and Contact

Information List Proposed Subcontractor

Role(s) and Services

Capacity % Dedicated to Perform the

Proposed Role/Service For Any

Project Under This Contract

1. Name

2. Name

3. Name

4. Name

5. Name

6. Name

7. Name

8. Name

9. Name

10. Name



Solicitation No.

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ATTACHMENT 3-C SUPPLEMENTS:

(Offeror to insert as required and list here or type “None” on first line. Offeror shall title any Supplement(s) with the

same title as named herein and upload with offer.)

Title Document


1. Enter or type “None for Sub #1” x x x










End of Attachment 3-C



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Attachment 3-D

Performance Guarantee


End of Attachment 3-D



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Attachment 4

Pricing Sheet

RESERVED FOR AWARDED DESIGN PROFESSIONAL SERVICE ORDER CONTRACT

End of Attachment 4



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Tempe, Arizona 85281 Principal

City State Zip Title

ATTACHMENT 5-A SUPPLEMENTS:

(Offeror to insert as required and list here or type “None” on first line. Offeror shall title any Supplement(s) with the

same title as named herein and upload with offer.).

Title Document


1. Enter or type “None” x x x






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Copy of A.A.C. R2-7-103 [Confidential Information] as was current at time of Solicitation issuance

PROVIDED FOR REFERENCE ONLY

A. If a person wants to assert that a person's offer, specification, or protest contains a trade secret or

other proprietary information, a person shall include with the submission a statement supporting this

assertion. A person shall clearly designate any trade secret and other proprietary information, using

the term "confidential". Contract terms and conditions, pricing, and information generally available to

the public are not considered confidential information under this Section.

B. Until a final determination is made under subsection (C), an agency chief procurement officer shall

not disclose information designated as confidential under subsection (A) except to those individuals

deemed by an agency chief procurement officer to have a legitimate state interest.

C. Upon receipt of a submission, an agency chief procurement officer shall make one of the following

written determinations:

1. The designated information is confidential and the agency chief procurement officer shall not

disclose the information except to those individuals deemed by the agency chief procurement

officer to have a legitimate state interest;

2. The designated information is not confidential; or

3. Additional information is required before a final confidentiality determination can be made.

D. If an agency chief procurement officer determines that information submitted is not confidential, a

person who made the submission shall be notified in writing. The notice shall include a time period

for requesting a review of the determination by the state procurement administrator.

E. An agency chief procurement officer may release information designated as confidential under

subsection (A) if:

1. A request for review is not received by the state procurement administrator within the time

period specified in the notice; or

2. The state procurement administrator, after review, makes a written determination that the

designated information is not confidential.

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Attachment 5-B

Conformance Statements

STATE WILL NOT CONSIDER ANY EXCEPTIONS UNLESS DESIGNATED ON THIS FORM.

READ THE INSTRUCTIONS TO OFFERORS BEFORE TAKING ANY EXCEPTIONS – TAKING EXCEPTIONS CAN BE GROUNDS FOR STATE REJECTING YOUR OFFER IN EVALUATION.

CONFORMANCE TO THE INSTRUCTIONS:

(PART 1 OF THE SOLICITATION)

Check one of the following – if neither is checked, State will assume that as equivalent to “YES”:

YES – Offeror acknowledges that it has read and understands the Solicitation Summary in Section 1-A

of the Solicitation Documents and the Instructions to Offerors in Section 1-B of the Solicitation

Documents and the and attests that its Offer complies with both.

NO – Offeror acknowledges that it has read and understands the Solicitation Summary in Section 1-A

of the Solicitation Documents and the Instructions to Offerors in Section 1-B of the Solicitation

Documents, and attests that its Offer complies with both EXCEPT FOR the exceptions listed in

Attachment 5-B Supplement 1.

CONFORMANCE TO THE CONTRACT TERMS AND CONDITIONS:



YES – Offeror acknowledges that it has read and understands the Special Terms and Conditions and the

Uniform Terms and Conditions, along with their respective Exhibits and Appendices, in Part 2 of the

Solicitation Documents and attests that its Offer complies with both.

NO – Offeror acknowledges that it has read and understands the Special Terms and Conditions and the

Uniform Terms and Conditions, along with their respective Exhibits and Appendices in Part 2 of the

Solicitation Documents and attests that its Offer complies with both EXCEPT FOR the exceptions listed in

Attachment 5-B Supplement 2.

CONFORMANCE TO THE TECHNICAL DOCUMENTS:



YES – Offeror acknowledges that it has read and understands the Requirements Document and the

Compensation Document in Part 3 of the Solicitation Documents and attests that its Offer complies with

both.



Solicitation No.

ADSPO18-00007887



Administration



Phoenix, AZ 85007





NO – Offeror acknowledges that it has read and understands the Requirements Document and the

Compensation Document, in Part 3 of the Solicitation Documents and attests that its Offer complies with

both EXCEPT FOR the exceptions listed in Attachment 5-B Supplement 3.

ATTACHMENT 5-B Supplement No. 1:

Exceptions to Instructions

Article / Paragraph or Exhibit Reference Proposed Changes / Alternate Language Rationale for Proposed Change

Section 1-A: Solicitation Summary

x x x

x x x

x x x

Section 1-B: Instructions to Offerors

x x x

x x x

x x x

ATTACHMENT 5-B Supplement No. 2:

Exceptions to Contract Terms & Conditions

Article/ Paragraph or Exhibit Reference Proposed Changes / Alternate Language Rationale for Proposed Change

Section 2-A: Special Terms & Conditions

x x x

x x x

x x x



Solicitation No.

ADSPO18-00007887



Administration



Phoenix, AZ 85007





Attachment 5-C

Insurance Evidence


End of Attachment 5-C



Solicitation No.

ADSPO18-00007887



Administration



Phoenix, AZ 85007





Attachment 5-D

Offer Checklist

STATE MAY DETERMINE YOUR PROPOSAL IS NON-RESPONSIVE IF YOU DO NOT SUBMIT ALL ATTACHMENTS.

DOCUMENT SUBMITTED

1. Attachment 1: Offer and Acceptance Form - SIGNED YES no

2. Attachment 2-A: Experience and Capacity YES no

3. Attachment 2-A: References YES no

4. Attachment 2-B: Organization Profile YES no

5. Attachment 3-A: Method Proposal – RESERVED FOR AWARD YES no

6. Attachment 3-B: Key Personnel Proposal YES no

7. Attachment 3-C: Proposed Subcontractors – RESERVED FOR AWARD YES no

8. Attachment 3-D: Performance Guarantee – RESERVED FOR AWARD YES no

9. Attachment 3-E: Israel Boycott Form -SIGNED YES no

10. Attachment 4: Pricing Sheet – RESERVED FOR AWARD YES, no

11. Attachment 5-A: Confidential Information Designation - SIGNED YES no

12. Attachment 5-B: Conformance Statements - SIGNED YES no

13. Attachment 5-C: Insurance Evidence – RESERVED FOR AWARD YES no

14. Attachment 5-D: Offer Checklist YES no

15. .pdf File: Number of Projects and Revenue YES no

16. Excel File: 2018 Professional Services List of Firms Services YES no

End of Attachment 5-D

End of Part 4


Offer Forms (Attachments) Group, Inc..pdf · Phoenix, AZ 85007 PART 4 of the Solicitation...

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Transcript of Offer Forms (Attachments) Group, Inc..pdf · Phoenix, AZ 85007 PART 4 of the Solicitation...