part 4 of the solicitation documents: offer forms ... borem and frank assoc.pdfmethod proposal ......

Request for Qualifications

Solicitation No.

ADSPO17-00006796

Description: 2017 Annual 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: February 7, 2017

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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

Part 4 of the Solicitation Documents:



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 ............................................. 6

2.0 ..... EMPLOYEES BY DISCIPLINE ......................................................................... 6

3.0 ..... FIRMS EXPERIENCE AND REVENUE ........................................................... 8

4.0 ..... FIRMS SERVICES ........................................................................................... 8

EXPERIENCE REFERENCES: .................................................................................. 9

ATTACHMENT 2-B .... ORGANIZATION PROFILE .................................................. 10

ATTACHMENT 3-A .... METHOD PROPOSAL .......................................................... 11

ATTACHMENT 3-B .... KEY PERSONNEL PROPOSAL ........................................... 12

ATTACHMENT 3-C ... PROPOSED SUBCONTRACTORS ..................................... 22

ATTACHMENT 3-D ... PERFORMANCE GUARANTEE ........................................... 24

ATTACHMENT 3-E .... ISRAEL BOYCOTT FORM ................................................... 25

ATTACHMENT 4 ........ PRICING SHEET .................................................................. 26

ATTACHMENT 5-A .... CONFIDENTIAL INFORMATION DESIGNATION ................ 27

ATTACHMENT 5-B .... CONFORMANCE STATEMENTS ........................................ 30

ATTACHMENT 5-C ... INSURANCE EVIDENCE ..................................................... 34

ATTACHMENT 5-D ... OFFER CHECKLIST ............................................................. 35

- -

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


Solicitation No.

ADSPO17-00006796



Administration



Phoenix, AZ 85007




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Attachment 1

Offer and Acceptance Form

SUBMISSION OF OFFER: Undersigned hereby offers and agrees to provide qualifications for 2017 Annual Professional Services List in compliance with the Solicitation indicated above and our Offer indicated by the latest dated version below:

Initial Offer:

1. 2/17/2017

date initial

Van Boerum & Frank Associates, Inc.

Offeror company name Signature of person authorized to sign Offer Initials

1602 South Priest Drive, #103 Byron Torgersen, P.E.-Principal/Director of Arizona Office

Address Printed name and title

Tempe, Arizona 85281 Byron Torgersen, P.E.-Principal/Director of Arizona Office

City | State | ZIP Contact name and title

87-0292348 [email protected] 480.889.5075

Federal tax identifier (EIN or SSN) Contact Email Address Contact phone number

CERTIFICATION: By signature in the above, Offeror certifies that it:

1. will not discriminate against any employee or applicant for employment in violation of Federal Executive Order 11246, [Arizona] State Executive Order 2009-9 or A.R.S. §§ 41−1461 through 1465;

2. has not given, offered to give, nor intends to give at any time hereafter any economic opportunity, future employment, gift, loan, gratuity, special discount, trip, favor, or service to a public servant in connection with the submitted offer. Failure to provide a valid signature affirming the stipulations required by this clause will result in rejection of the Offer. Signing the Offer with a false statement will void the Offer, any resulting contract, and may be subject to legal penalties under law;

3. complies with A.R.S. § 41-3532 when offering electronics or information technology products, services, or maintenance; and

4. is not debarred from, or otherwise prohibited from participating in any contract awarded by federal, state, or local government.

ACCEPTANCE OF OFFER: State hereby accepts the initial Offer, Revised Offer, or Best and Final Offer identified by number ADSPO17-00006796 at the top of this form, and which was dated____________(the Accepted Offer). Offeror is now bound (as Contractor) to carry out the Work under the attached Contract, of which the Accepted Offer forms a part. Contractor is cautioned not to commence any billable work or to provide any material or perform any service under the Contract until Contractor receives the applicable Order or written notice to proceed from Procurement Officer.

State’s Contract No. is: ADSPO17-00006796 The effective date of the Contract is:___________ Contract awarded __________

Procurement Officer signature Procurement Officer printed name

Contract qualification award can be viewed at https://spo.az.gov/procurement-services/professional-services

02/17/17

04/03/1704/03/17-01/13/18

Gina DeCotiis


mailto:[email protected]

https://spo.az.gov/procurement-services/professional-services


Solicitation No.

ADSPO17-00006796



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

Architect Services, Engineer Services, Land Surveying Services, Assayer Services, Geologist Services and Landscape Architect Services: Those professional services within the scope of the practice of those services as provided in A.R.S § 32-101.

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.

Firm: Defined in A.R.S § 32-101(B.13.).

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

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

1.0 Five (5) Example Projects

List no more than five (5) ARIZONA PROJECT Example Projects Which Best Illustrate Firms Qualification for this contract in the chart

provided below. Select project 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.



Solicitation No.

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Administration



Phoenix, AZ 85007




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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

Critical Document Facility HVAC Replacement,

Phoenix, AZ

2014 2014 State of Arizona

$600,000 $511,825

under budget

Mechanical / Electrical services for this 16,425 sq. ft. building. Upgrade / replace rooftop HVAC equipment with VRV systems. Electrical upgraded to accommodate new equipment - Design / Bid / Build.

Length: 12 months

Relevance: Facility was required to remain operational throughout the project, which was critical.

Mesa LDS Temple HVAC Upgrades Mesa, AZ

Phase 1: 2014

Phase 2: 2015

Phase 3: 2015

Phase 4: 2016

Phase 4A: 2016

Phase 1: 2014

Phase 2: 2015

Phase 3: 2015

Phase 4: 2016

Phase 4A: 2017

Church of Jesus Christ of Latter-Day Saints (LDS Church)

Phase 1: $900,000

Phase 2: $100,000

Phase 3: $260,000

Phase 4: 100,000

Phase 4A: $1,230,000

Phase 1: $800,000 under budget

Phase 2: $187.248 over budget

Phase 3:

$240,000 under budget

Phase 4:

$105,000

over budget

Phase 4A: $1,180,000- under budget

Mechanical / Electrical services. Mechanical upgrade / replacement of existing HVAC equipment. Electrical design was as needed to support the upgrades.

Length: 2014 – 2017

Relevance: The temple is open year-round with only 2 - 2 week shutdowns per year for cleaning and maintenance. The new AHU’s were assembled in-place and a phased approach was utilized to meet the tight schedule.

Durango Jail Central Plant Chilled Water / Domestic Hot Water Upgrades

Phoenix, AZ

2016 2017 Maricopa County

$190,000 $190,000 Mechanical upgrades to the central plant with Electrical to support upgrades. Design / Bid / Build approach for this 10,000 sq. ft. facility.

Length: 6 months. An Relevance: Accelerated Construction Schedule was utilized to minimize the central plant downtime.



Solicitation No.

ADSPO17-00006796



Administration



Phoenix, AZ 85007




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Chandler Regional Medical Center IR – RF Labs Remodel

Chandler, AZ

2017 (in progress)

Summer of 2017 Dignity Health

$130,000 Project has not gone out for bid yet

Mechanical / Electrical upgrades to support building renovation associated with a new radiology area. Mechanical (HVAC), electrical, plumbing and medical gases. Design / Bid / Build

Length: In progress

Relevance: This project was a space renovation within an existing / operating hospital. Safety and maintaining the facility operational throughout construction was mandatory.

Engineering Classroom Building B-Wing Air Handler Replacement Tempe, AZ

2016 2017 (under construction)

Arizona State University

$1,300,000 $1,225,000

under budget

Mechanical / Electrical services. Project was to remove and replace seven existing rooftop air handlers with new units. Chilled water piping was extended to each new unit. Existing ductwork was modified as needed to connect the new AHU’s. Design / Bid / Build

Length: 7 months

Relevance: The project was a renovation within existing spaces. These spaces needed to remain occupied during construction. Temporary cooling was required.



Solicitation No.

ADSPO17-00006796



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.

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).



Solicitation No.

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Administration



Phoenix, AZ 85007




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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

Mechanical Engineer

P 51 3 Tempe Branch

Mechanical Project Manager S 22 2 Tempe Branch

Electrical Engineer P 9 2 Tempe Branch

Electrical Project Manager S 5 2 Tempe Branch

Fire Protection Engineer P 1 0

Fire Protection Project Manager S 1 0

CADD/Revit P 17 1 Tempe

Other – Mechanical Interns P 7 0

TOTAL 113 10



Solicitation No.

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Administration



Phoenix, AZ 85007




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3.0 FIRMS EXPERIENCE AND REVENUE

a. Firm shall complete the Excel spreadsheet titled “Amendment I Project Experience Number of Projects and Revenue”, using same document title and upload in Excel format as an “Attachment” with firm’s offer in ProcureAZ. (NOTE: Amendment I version clarifies column instructions and additions of project experience categories).

.

4.0 FIRMS SERVICES

a. Firm shall complete the Excel spreadsheet titled “2017 Professional Services List of Firms Services” shall be completed and uploaded in Excel format only as an “Attachment” in ProcureAZ at time of offer submission.

.


TYPE OF PROJECT TOTAL NUMBER OF FIRM PROJECTS (ALL FIRM LOCATIONS) COMPLETED IN LAST THREE YEARS

Using the Revenue Index (Enter 1-10) indicate the approximate revenue the firm has earned over the last three years from ARIZONA ONLY state, municipal, federal etc. government projects only

Using the Revenue Index (Enter 1-10) indicate the approximate revenue the firm has earned over the last three years from ARIZONA ONLY non- government projects only

TYPE OF PROJECT TOTAL NUMBER OF FIRM PROJECTS (ALL FIRM LOCATIONS) COMPLETED IN LAST THREE YEARS

Using the Revenue Index (Enter 1-10) indicate the approximate revenue the firm has earned over the last three years from ARIZONA ONLY state, municipal, federal etc. government projects only

Using the Revenue Index (Enter 1-10) indicate the approximate revenue the firm has earned over the last three years from ARIZONA ONLY non- government projects only

Professional Services Revenue Index Number 1. Less than $100,000 2. $100,000 to less than $250,000 3. $250,000 to less than $500,00 4. $500,000 to less than $1 Million 5. $1 Million to less than $2 Million 6. $2 Million to less than $5 Million 7. $5 Million to less than $10 Million 8. $10 Million to less than $25 Million 9. $25 Million to less than $50 Million 10. $50 Million or greater

Acoustics, Noise Abatement Land SurveyingActivity Centers 4 1 Landscape ArchitectureAerial Photography; Airborne Data and Imagery Collection and Analysis LEED Accredited A/E 10 1Agricultural Development; Grain Storage; Farm Mechanization

LEED Independent 3rd Party Building Commissioning 10 1

Air Pollution Control Libraries; Museums; Galleries 3

Airports; Navaids; Airport Lighting; Aircraft Fueling Lighting (Exteriors; Streets; Memorials; Athletic Fields, Etc.) 90 1

Airports; Terminals and Hangars; Freight Handling 18 1 Lighting (Interior; Display; Theater, Etc.) 200Animal Facilities 3 1 Lighting (Cave; Cavern)Anti-Terrorism/Force Protection Mapping Location/Addressing Systems

Area Master Planning 1 Materials Handling Systems; Conveyors; Sorters

Auditoriums and Theaters 15 1 Materials Testing

Automation; Controls; Instrumentation Measurement / Verification / Conservation Water Consumption

Barracks; Dormitories Medical Related 90Bridge Design: Bridges MetallurgyCartography Mining and Mineralogy 3

Cemeteries (Planning and Relocation) Modular Systems Design; Pre-Fabricated Structures or Components 20 2

Chemical Processing and Storage Mold InvestigationChild Care/Development Facilities Museums 3 1Codes; Standards; Ordinances Nuclear Facilities; Nuclear Shielding 9Cold Storage; Refrigeration and Fast Freeze 3 Office Buildings; Industrial Parks 70 2Commercial Building (Low Rise) ; Shopping Centers 27 2 Outdoor Recreation 27Communications Systems; TV; Microwave 1 Petroleum and Fuel (Storage and Distribution)Community Facilities 24 1 Phase I EnvironmentalComputer Facilities PhotogrammetryConservation and Resource Management Pipelines (Cross-Country - Liquid and Gas)Construction Management Plumbing and Piping Design 360 1 1Construction Materials Testing Pneumatic Structures, Air-Support Buildings Construction Surveying Power Generation, Transmission, DistributionControls and Electronics Engineer 4 1 Prisons and Correctional Facilities 4 1Corrosion Control; Cathodic Protection Electrolysis Product, Machine Equipment Design Cost Estimating; Cost Engineering and Analysis; Parametric Costing; Forecasting Public Safety Facilities

Cryogenic Facilities Radar; Sonar; Radio and Radar TelescopesDams (Concrete; Arch) Radio Frequency Systems and Shieldings

Dams (Earth; Rock) ; Dikes; Levees Railroad; Rapid Transit

Desalinization (Process and Facilities) Recreation Facilities (Parks, Marinas, Etc.) 1Design & Planning Structured Parking Facilities Refrigeration Plants/Systems 3

Design-Build - Preparation of Requests for Proposals Rehabilitation (Buildings; Structures; Facilities) 3Detention Security Systems Research Facilities 3 1Digital Elevation and Terrain Model Development Resources Recovery; RecyclingDigital Orthophotography Rivers; Canals; Waterways; Flood ControlDining Halls; Clubs; Restaurants 51 1 Roof Infrared Imaging to Identify Water LeaksDisability / Special Needs Roofing

Dredging Studies and DesignSafety Engineering; Accident Studies; OSHA Studies

Ecological and Archeological InvestigationsSecurity Systems; Intruder and Smoke Detection 9

Educational Facilities; Classrooms 195 1 2 Seismic Designs and StudiesElectrical Studies and Design 650 1 2 Sewage Collection, Treatment and Disposal Electronics Soils and Geologic Studies; Foundations Elevators; Escalators; People-Movers Solar Energy UtilizationEnergy / Water Auditing Savings 3 1 Solid Wastes; Incineration; LandfillEnergy Conservation; New Energy Sources Special Environments; Clean Rooms, Etc. 10Environmental Impact Studies, Assessments or Statements Specifications Writing 1000Fallout Shelters; Blast-Resistant Design Storm Water Handling and FacilitiesFire Protection 27 1 Structural Design; Special Structures

Fisheries; Fish LaddersSurveying; Platting; Mapping; Flood Plain Studies

Forensic Engineering Sustainable DesignGarages; Vehicles Maintenance Facilities; Parking 6 1 Swimming Pools 12 1Gas Systems (Propane; Natural, Etc.) 300 1 Testing and Inspection ServicesGeodetic Surveying: Ground and Airborne Topographic Surveying and Mapping

Heating; Ventilating; Air Conditioning1200 4 Towers (Self-Supporting and Guyed Systems)

Highways; Streets; Airfield Paving; Parking Lots ToxicologyHistorical Preservation Traffic and Transportation EngineeringHospital and Medical Facilities 150 5 Traffic StudiesHotels; Motels 42 1 TransportationHousing (Residential, Multi-Family; Apartments; Condominiums) 20 1 Tunnels and SubwaysHydraulics and Pneumatics Urban Renewals; Community DevelopmentHydrographic Surveying Utilities (Gas and Steam) 25 1Industrial Buildings; Manufacturing Plants 27 3 Value Analysis; Life-Cycle CostingIndustrial Processes; Quality Control Warehouse and Depots 9 2Industrial Waste Treatment Waste Water Treatment FacilityIntelligent Transportation Systems Water Resources; Hydrology; Ground WaterInfrastructure Water Supply; Treatment and Distribution 15 2 1

Irrigation; DrainageWater Well Rehabilitation; Water Well Work

Judicial and Courtroom Facilities15 1

Wind Tunnels; Research/Testing Facilities Design

Laboratories; Medical Research Facilities 3 1 Zoning; Land Use StudiesLabs - General 24 1Labs – Research – Dry 20 2Labs – Research – Wet 20 2

ADSPO17-00006796 2017 Annual Professional Services Qualifications ListFIRMS NAME (INSERT NAME): Van Boerum and Frank Associates, Inc.

Amendment I ADSPO17-00006796 Project Experience Number of Projects and Revenue


Solicitation No.

ADSPO17-00006796



Administration



Phoenix, AZ 85007




Page 9 of 35 4


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

LDS Church, 101 S. Lesueur, Mesa, AZ Ryan Goettl 01/01/15 02/15/17

Phone Number Email Address

480.733.2093 [email protected]

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

Mesa LDS Temple HVAC/Air Handler Replacement/Upgrades, Mesa, AZ – Design Fee: $101,678 Final Fee: $187,248

Services performed similar to those described in Solicitation

Mechanical / Electrical design to replace outdated / existing air handlers.


Clarius, 60 E. Rio Salado., Ste. 9060, Tempe, AZ Mark Balcius 03/31/16 Const. Phase


480.366-6005 (D) 602.315.1040 (C) [email protected]


The HUB at Chandler, Chandler, AZ - Design: Fee: $171,000 Final Fee: Under Construction


Mechanical / Electrical engineering design for this 170,000 sq. ft., 2-story office space, core and shell build-out.


Maricopa County., 401 W. Jefferson, Phoenix, AZ Leah Hanwell 01/02/16 01/31/17


602.372.4495 [email protected]


Durango Jail Central Plant Chilled Water Upgrades/Controls Assessment, Phoenix, AZ Design Fee: $50,090 Final Fee:

$54,866


Mechanical / Electrical engineering to revise existing chilled water piping and pumping systems.

End of Attachment 2-A





Solicitation No.

ADSPO17-00006796



Administration



Phoenix, AZ 85007




Page 10 of 35 4


Attachment 2-B Organization Profile

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

ORGANIZATION PROFILE

Firm Name Van Boerum & Frank Associates, Inc Year established 1972

Principal address (street, city, state)

330 S. 300 E, Salt Lake City, Utah, 84111

Entity type: Corporation Structure: C-Corp

Branch or Division: Branch Parent: Salt Lake City

Years the organization has conducted business in Arizona. 12

Contract Representatives to Contact

Name Title Telephone Number E-Mail Address

1. Byron R. Torgersen, P.E. Principal / Dir. of AZ 480.889.5075 [email protected]

2. Kim P. Harris, P.E. President / CEO 801.530.3148 [email protected]

3. Lisa O. Simons Business Development 480.889.5075 [email protected]

Firm Professional Licenses/Certifications (INCLUDE COPY OF DOCUMENT IN OFFER)

Description Issuer Number Expiration

1. Arizona Board of Technical

Registration State of Arizona 13059-1 09/07/2017

2. Taxation Privilege Tax License Arizona Dept. of Revenue 20052323 12/31/2017

3. Corporate Business License State of Utah LIC1984-01854 12/31/2017

4. Byron R. Torgersen, P.E. State of Arizona 42112 03/31/2017

5. Gary Nelson, P.E. LEED AP State of Arizona 23176 09/30/2017

6. Sarah S. Dunlop, P.E. State of California 34273 12/31/18

7. Barry L. Hulet State of Arizona 38476 12/31/17

8. Mike Christensen, P.E., FPE State of Arizona 60246 09/30/2018

9. Steven T. Shepherd, P.E., LEED AP State of Utah 189989-2202 03/31/2017

End of Attachment 2-B



Solicitation No.

ADSPO17-00006796



Administration



Phoenix, AZ 85007




Page 11 of 35 4


Attachment 3-A

Method Proposal

(Method of Approach)

RESERVED FOR AWARDED DESIGN PROFESSIONAL UPON SERVICE REQUEST




Solicitation No.

ADSPO17-00006796



Administration



Phoenix, AZ 85007




Page 12 of 35 4


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 in ProcureAZ with offer. Resumes shall

not be listed in Attachment 3-B as Supplements.

1 Name: Byron R. Torgersen, P.E. How long with company? 27 years

Current position in company:

Principal / Dir. of Arizona Operations Current positon in Company? 15 yrs./12

yrs.

Position for the Services: Principal-in-Charge / Project Manager How much of time will be

dedicated to the Services? 20%

What primary functions will be assigned?

Principal-In-Charge: Mr. Torgersen will work closely with the Project Manager at the

onset of the project to establish the correct design approach for the engineering

systems, plus be involved in contract negotiations and establishing the project

schedule. Project Manager: Mr. Torgersen will facilitate communication between the

client and the project team; implement a QA/QC project plan; prepare man-hour

budgets /monitor progress to maintain budget /project schedule; and monitor

manpower requirements. Byron will also manage the project during the design and

construction phase and supervise job closeout.

Describe person’s experience in performing

services like those that are to be assigned:

Mr. Torgersen brings more than 29 years of engineering experience to the ADOA.

As Director of VBFA’s Arizona branch office, he has designed systems for

municipal, governmental, commercial, data, educational, religious, healthcare,

laboratories and micro-electronic production facilities. Byron has successfully

designed projects under $10K as well as $100+ million. He is experienced in

designs which require extensive research and investigation and has been effective

in his approach to analyzing problems with mechanical systems, gas, utility, steam,

fire protection and distribution systems. Relevant experience includes VA Inpatient

Mental Health Facility in Tucson, ADOA Critical Documents Facility HVAC

Upgrades and the Maricopa County Durango Jail Central Plant Assessment.

List person’s job-related training and education:

Education: B.S., Mechanical Engineering, University of Utah, 1988

Professional Training / Registrations: Registered Professional Engineer, AZ,

2005, #42112; Registered Professional Engineer, UT, 1993, #188255-2202

Professional Experience: Van Boerum & Frank Associates, Inc. 2004-Present

(Dir. of Arizona Office; 2001-Present (Principal); 1996-2001 (Project Engineer)

Daw Technologies, 1994-1996 (Engineer)

Van Boerum & Frank Associates, Inc., 1989-1994 (Engineer)

Resume: VBFA Byron R. Torgersen RESUME.pdf



Solicitation No.

ADSPO17-00006796



Administration



Phoenix, AZ 85007




Page 13 of 35 4


2 Name: Gary Nelson, P.E., LEED AP, HBDP How long with company? 3 years


Senior Project Engineer - Mechanical Current positon in Company? 12 yrs.

Position for the Services: Project Engineer How much of time will be



Mr. Nelson, as the Project Mechanical Engineer, will be responsible for planning

and executing all mechanical systems designs. He will also be involved in the

construction administration for all mechanical systems. Gary will meet with the

client’s project manager as required; visit the site to obtain the required information

to proceed with the design; oversee designers and drafters working on the project;

and will stamp and sign all mechanical drawings and specifications.



Mr. Nelson’s mechanical engineering career spans more than 40 years and

provides him with a wealth of engineering experience and expertise. He has

designed mechanical systems for municipal, governmental, healthcare, commercial,

educational, justice, data centers and industrial facilities. Gary has researched and

designed systems for new and existing buildings including HVAC, mechanical

piping-steam, hot water, chilled water, plumbing, and fire protection systems. His

experience includes the ADOA 1818 West Adams Street HVAC Replacement, the

Maricopa County Durango Jail Central Plant Chilled Water / Controls Assessment

and the Security Building Boiler Replacement, and the VA Inpatient Mental Health

Facility Expansion in Tucson.


Education: B.S., Mechanical Engineering, South Dakota State University, 1971

Professional Training / Registrations: Registered Professional Engineer, AZ, 1985,

#23176

Certifications: LEED Accredited Professional, 2005

High Performance Building Design Professional (ASHRAE), 2008

Professional Experience:

Van Boerum & Frank Associates Inc., 2014-Present (Senior Mechanical Engineer)

Smith Group JJR, 2010-2013 (Chief Mechanical Engineer)

DLR Group Inc., 1994-2010 (Senior Associate / Chief Mechanical Engineer)

Farris Engineering, 1990-1994 (Mechanical Engineer)

HDR Engineering, 1984-1990 (Mechanical Engineer)

Black & Veatch Consulting Engineers, 1979-1984 (Mechanical Engineer)

Resume: VBFA Gary Nelson RESUME.pdf



Solicitation No.

ADSPO17-00006796



Administration



Phoenix, AZ 85007




Page 14 of 35 4


3 Name: Sarah S. Dunlop, P.E. How long with company? 5 years


Project Engineer - Mechanical Current positon in Company? 5 years

Position for the Services: Project Manager How much of time will be



Ms. Dunlop will be the day-to-day client contact and will facilitate communication

between the client and the project team; implement a QA/QC project plan; prepare

man-hour budgets/monitor progress to maintain budget /project schedule; and

monitor manpower requirements. She will also manage the project during design

and construction and supervise job closeout.



A professional engineer with twenty years of related experience, Ms. Dunlop is a

valued member of VBFA’s professional team of engineers. She excels in facilitating

communication between the client and the project team resulting in successfully

achieving project goals and meeting the project budget and schedule. Sarah has

researched and designed systems for new and existing buildings. Her experience

related to the ADOA contract includes the Mesa Community College AD Building

Upgrades, 21st Century Health HVAC Upgrades and the Destiny Springs Behavioral

Health Facility.


Education:

B.S., Mechanical Engineering, Boston University, 2000

Professional Training / Registrations:

Registered Professional Engineer, CA, #34273, 2008


Van Boerum & Frank Associates, Inc., 2016 – Present (Project Engineer)

Airtelligence, 2015-2016 (Sales Engineer)

Cenergistic, VP Energy Consultant, 2013-2014 (Mechanical Engineer)

Siemens, Engineering Manager, 2008-2013 (Mechanical Engineer)

Van Boerum & Frank Associates, Inc., 2004-2007 (Mechanical Engineer)

Siemens, 1999-2004 (Mechanical Engineer)

GLHN Architects and Engineers, 1999 (Mechanical Engineer)

University of Arizona, Controls Lab, 1998-1999

Boston University, Materials Lab, 1994-1996

Resume: VBFA Sarah S. Dunlop RESUME.pdf



Solicitation No.

ADSPO17-00006796



Administration



Phoenix, AZ 85007




Page 15 of 35 4


4 Name: Michael Olson, CPD How long with company? 11 years


Mechanical Designer / Project

Manager Current positon in Company? 11 years

Position for the Services: Project Manager How much of time will be



Mr. Olson will work in conjunction with the Principal-in-Charge at the onset of the

project to establish the correct design approach for the engineering systems, plus

assist in determining the project schedule. He will facilitate communication between

the client and the project team; implement a QA/QC project plan; prepare man-hour

budgets / monitor progress to maintain budget / project schedule; and monitor

manpower requirements. Mike will also manage the project during design and

construction and supervise job closeout.



Mr. Olson has more than 23 years engineering design experience and is an expert

in HVAC and plumbing systems design. He has been involved in a variety of project

types including governmental, municipal, healthcare, educational, aviation, civic,

commercial, industrial and sustainable design projects. Michael’s knowledge in the

area of LEED accreditation guidelines and documentation compliance has helped

several institutions achieve LEED Platinum ratings. Michael’s relevant project

experience includes the Maricopa County Durango Jail Central Plant Chilled Water /

Controls Assessment, the ASU Student Health Services Building and the VA

Inpatient Mental Health Facility Expansion in Tucson.


Education: MBA, Trident University International, 2013; B.S. Aeronautical Science,

A.S., Aviation Business Administration, Embry-Riddle Aeronautical University, 1993;

A.S., Aircraft Maintenance, Community College of the U.S. Air Force, 1991

Professional Training / Registrations: Certified in Plumbing Design (CPD), May

2010 – Present, 2010, #83334


Van Boerum & Frank Associates, Oct. 2006-Present (Mechanical Engineer / Project

Manager)

LSW Engineers, Inc., 1996-2005 (Mechanical Designer)

CR Engineering, Inc., 1994-1996 (Mechanical Designer)

Resume: VBFA Michael Olson RESUME.pdf



Solicitation No.

ADSPO17-00006796



Administration



Phoenix, AZ 85007




Page 16 of 35 4


5 Name: Fernando S. Ochoa How long with company? 2 years


Senior Designer - Mechanical Current position in company: 2 years

Position for the Services: Senior Designer - Mechanical How much of time will be



Mr. Ochoa will work with the VBFA engineering team and the owner to thoroughly

understand the expectations and design requirements to achieve all project goals.

Once the materials and specifications have been established, Fernando will begin

to plan and develop models. Once a preliminary model is set, the model will be

reviewed and approved by the project engineer. He will be involved with both

mechanical and electrical designs for ADOA associated projects.



Mr. Ochoa has more than 25 years of mechanical engineering experience. His area

of expertise is working on complex mechanical and plumbing systems. Fernando

has the capability of taking any project from programming through closeout. Many

of the projects he has managed have required special delivery methods including a

phased approach so that the facility could remain operational throughout

construction. His relevant experience includes Arizona State University projects -

ECE-125 Lab, ECD Roof Replacement and the King Lab Remodel.

List person’s job-related

training and education:

Education:

B.S E T, Mechanical Engineering Technology, Arizona State University, 1981

Certifications:

Trane Co. (Air Conditioning Clinic), Phoenix, AZ, 1990

Clean Room Protocol Class, Phoenix, AZ, 1988

The Business of Construction Course, Phoenix, AZ, 2005


Van Boerum & Frank Associates, Inc. 2015 -Present (Senior Mechanical Designer)

ASEI Engineering, Inc. 2010-2015 (Senior Mechanical Designer)

FOC Mechanical, Inc. 2000-2009 (Operation Manager)

Energy Systems Design, Inc., 1994-1999 (Senior Mechanical Designer)

McNulty and Associates, Inc., 1990-1993 (Mechanical Designer)

Resume: VBFA Fernando S. Ochoa RESUME.pdf



Solicitation No.

ADSPO17-00006796



Administration



Phoenix, AZ 85007




Page 17 of 35 4


6 Name: Barry L. Hulet, P.E. How long with company? 7 years


Project Engineer - Electrical Current position in company: 7 years

Position for the Services: Project Engineer - Electrical How much of time will be



Mr. Hulet, as the Project Electrical Engineer, will be responsible for planning and

executing all electrical designs. He will also be involved in the construction

administration for all electrical systems. Barry will meet with the client’s project

manager as required; visit the site to obtain the required information to proceed with

the design; oversee designers and drafters, working on the project; and will stamp

and sign all electrical drawings and specifications.



Mr. Hulet has more than 40 years of engineering experience that includes

governmental, municipal, justice, healthcare, laboratories, commercial, educational,

retail and industrial facilities. His collaborative project approach allows him to gain

an in-depth understanding of what the owner requires to achieve a successful

project. His experience related to the upgrade and remodel of existing facilities has

provided him with a variety of options to address the many challenges associated

with these types of projects. Barry’s relevant experience includes the State of

Arizona Critical Documents Facility Upgrade and the Dept. of Administration 1818

West Adams Street Upgrades; the Maricopa County Star Call Center Upgrades and

the Durango Jail OET Zone 2 Assessment; and the VA Inpatient Mental Health

Facility Expansion and Upgrades.


Education: B.S., Electrical Engineering, Brigham Young University, 1974

Masters of Engineering, Electrical Engineering, University of Idaho, 1979

Professional Training / Registrations: Registered Professional Engineer,

Electrical, AZ, 2005, #38476


Van Boerum & Frank Associates, Inc., Jan. 2009-Present (Project Engineer)

Air-Zona Systems Engineering, Dec. 2002-Jan. 2009 (Senior Principal)

Food Facility Engineering, July 1999-Nov. 2002 (President)

Food Plant Engineering, April 1987-July 1999 (President / V.P. Electrical)

Morrison-Knudsen Co., April 1978-April 1987 (Staff Electrical Engineer)

Argonne National Labs, April 1977-April 1978 (Electrical Engineer)

Westinghouse Electric Corp., July 1974-April 1977

Resume: VBFA Barry L. Hulet RESUME.pdf



Solicitation No.

ADSPO17-00006796



Administration



Phoenix, AZ 85007




Page 18 of 35 4


7 Name: Eli Valdez How long with company? 3 years


Senior Designer – Electrical / Project

Manager Current position in company: 3 years

Position for the Services: Project Manager - Electrical How much of time will be



Mr. Valdez will provide his electrical design expertise during all project stages. As

Electrical Project Manager, Eli will facilitate communication between the client and

the project team; implement a QA/QC project plan; prepare man-hour budgets

/monitor progress to maintain budget /project schedule; and monitor manpower

requirements. He will also manage the project during construction and supervise job

closeout.



Mr. Valdez has 21 years of engineering and design experience that includes

governmental, municipal, justice, educational, healthcare, commercial, retail,

manufacturing plants, and distribution / warehouse facilities. His extensive

experience and attention to detail will be an asset to the ADOA and their projects.

Eli’s relevant experience includes the Maricopa County Durango Jail Chilled Water

Controls Upgrade and the Juvenile Facility Heating Water Upgrade projects; the

Arizona State University Tempe Campus Exterior Lighting Study, the Center Point

Office Renovations and the Student Health Services Expansion / Remodel; and the

VA Inpatient Mental Health Facility Expansion / Upgrade project in Tucson. He is

skilled at designing and evaluating a variety of systems including Electrical Power

Systems, Arc Flash Studies, Emergency Power, Selective Coordination Studies,

Interior / Exterior Lighting and Controls, Photometric Studies, Public Address

Systems, Paging / Nurse Call Systems and Fire Alarms.


Education: B.S., Electronic Engineering, DeVry University, 1996


Van Boerum & Frank Associates, Inc., Nov. 2013-Present (Senior Designer /

Project Manager

Pearson Engineering, July 2007-Nov. 2013 (Senior Designer)

Electrical Design Incorporated, July 2005-Jun. 2003 (Electrical Designer)

Semiconductor Industry (ASML, SVG), 1996-2003 (Electrical Designer)

Resume: VBFA Eli Valdez RESUME.pdf



Solicitation No.

ADSPO17-00006796



Administration



Phoenix, AZ 85007




Page 19 of 35 4


8 Name: Mike Christensen, P.E., F.P.E. How long with company? 6 years


Mechanical / Fire Protection Engineer Current position in company: 6 years

Position for the Services: Project Engineer - Fire Protection How much of time will be



Mr. Christensen will work together with the owner and design team to determine the

best design approach to achieve the fire safety requirements for the specific project.

He will be responsible for the layout of the fire protection system; preparation of the

design documents; oversee and evaluate calculations; review all engineering work

under his direct supervision; and stamp all fire protection documents.



Mr. Christensen has 8 years of engineering experience and brings a resume that

includes more than 350 fire protection and engineering projects to the ADOA. Mike

has been responsible for the fire protection design for numerous manufacturing,

industrial, governmental, municipal, justice, healthcare, educational and sports

related facilities. Mike’s fire protection expertise includes water supply analysis,

building fire flow / hydrant analysis, fire hydrant flow tests, fire sprinkler performance

specifications, full piping / hydraulic calculations (standpipe systems), wet sprinklers

(dry, pre-action, deluge), clean agent suppression systems, fire alarm systems and

commissioning.

Mike is a licensed Fire Protection Engineer in the State of Arizona. His education

combined with his extensive and diverse fire protection experience brings the

highest level of engineering to ADOA associated projects.


Education: B.S., Mechanical Engineering, Utah State University (minors in

Mathematics and Military Science), 2009

Professional Training / Registration: Registered Professional Engineer, Fire

Protection, AZ, #2015, #60246; Registered Professional Engineer, Mechanical, UT,

2015, #9277290-2202

Professional Experience: Van Boerum & Frank Associates, Jan. 2011- Present

(Mechanical / Fire Protection Engineer)

US Army, 1st Battalion 145th Field Artillery, Oct.2005 – March 2011

Resume: VBFA Mike Christensen RESUME.pdf



Solicitation No.

ADSPO17-00006796



Administration



Phoenix, AZ 85007




Page 20 of 35 4


9 Name: Steve Shepherd, P.E., LEED AP How long with company? 10 years


Principal / Dir. of Commissioning Div. Current position in company: 10 years

Position for the Services: Principal Commissioning Agent How much of time will be



Mr. Shepherd will be the Principal Commissioning Agent. He will oversee the efforts

for mechanical, plumbing, electrical and fire protection commissioning.

Responsibilities include review of A/E design documents and submittals; attend

regular meetings; create weekly Issues Log; perform on-site systems spot check;

assist in Test and Balance Report troubleshooting; provide Installation Checklists;

verify / oversee installation of each control device and all equipment functional

testing and provide a commissioning report; verify all issues are resolved in the

Issues Log; review the O & M, As-Built Drawings, Owner’s Training and Seasonal

Testing Manuals; and conduct a 1-Year Warranty review and Walk-thru.



Mr. Shepherd is an experienced engineer and Principal of VBFA with more than 20

years of consulting engineering experience. His extensive design experience has

taught him the value of a well-commissioned project. Steve’s communication and

collaboration skills allow him to develop trusting relationships with owners, design

professionals and contractors. He understands how systems are intended to

operate and is skilled at bridging the gap between design and construction. Steve’s

experience includes governmental, municipal, educational, healthcare, religious,

civic, correctional, commercial, and systems analysis/investigation. His relevant

project experience includes the Arizona State University ECE 125 Lab

Commissioning and the Intermountain Healthcare Logan Regional Hospital

Expansion / Remodel Commissioning.


Education: B.S., Mechanical Engineering, Utah State University, 1993

Professional Training / Registration: Registered Professional Engineer,

Mechanical, UT, 1998, #89989

Accreditations:

LEED® Accredited Professional, LEED AP, December 28, 2005


Van Boerum & Frank Associates, August 2006-Present (Principal/Project Engineer)

Spectrum Engineers, Feb. 2001-Aug. 2006 (Project Engineer

Bennion Associates, Engineers, 1995-Feb. 2001 (Project Engineer)

Van Boerum & Frank Associates, 1993-1995 (Mechanical Engineer)

Resume: VBFA Steve Shepherd RESUME.pdf



Solicitation No.

ADSPO17-00006796



Administration



Phoenix, AZ 85007




Page 21 of 35 4


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

Date

No. of

pages

Purpose in Offer

Steve Shepherd, P.E., LEED AP 02/07/2017 1 Commissioning

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




Solicitation No.

ADSPO17-00006796



Administration



Phoenix, AZ 85007




Page 22 of 35 4


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

1. Name

2. Name

3. Name

4. Name

5. Name

6. Name

7. Name

8. Name

9. Name



Solicitation No.

ADSPO17-00006796



Administration



Phoenix, AZ 85007




Page 23 of 35 4


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

Date No. of pages Purpose in Offer

1. None

2.

3.

4.

5.

6.

7.

8.

9.

10.

End of Attachment 3-C



Solicitation No.

ADSPO17-00006796



Administration



Phoenix, AZ 85007




Page 24 of 35 4


Attachment 3-D

Performance Guarantee


End of Attachment 3-D



Solicitation No.

ADSPO17-00006796



Administration



Phoenix, AZ 85007




Page 25 of 35 4


Attachment 3-E

Israel Boycott Form

All materials submitted as part of a response to a solicitation are subject to Arizona public records law and will be disclosed if there

is an appropriate public records request at the time of or after the award of the contract. Recently legislation has been enacted to

prohibit the state from contracting with companies currently engaged in a boycott of Israel. To ensure compliance with A.R.S. §35-

393.01. This form must be completed and returned with the response to the solicitation and any supporting information to assist the

State in making its determination of compliance.

As defined by A.R.S. §35-393.01:

1."Boycott" means engaging in a refusal to deal, terminating business activities or performing other actions that are intended to limit commercial relations with Israel or with persons or entities doing business in Israel or in territories controlled by Israel, if those actions are taken either:

(a) In compliance with or adherence to calls for a boycott of Israel other than those boycotts to which 50 United States Code section 4607(c) applies.

(b) In a manner that discriminates on the basis of nationality, national origin or religion and that is not based on a valid business reason.

2. "Company" means a sole proprietorship, organization, association, corporation, partnership, joint venture, limited partnership, limited liability partnership, limited liability company or other entity or business association, and includes a wholly owned subsidiary, majority-owned subsidiary, parent company or affiliate.

3. "Direct holdings" means all publicly traded securities of a company that are held directly by the state treasurer or a retirement system in an actively managed account or fund in which the retirement system owns all shares or interests.

4."Indirect holdings" means all securities of a company that are held in an account or fund, including a mutual fund, that is managed by one or more persons who are not employed by the state treasurer or a retirement system, if the state treasurer or retirement system owns shares or interests either:

(a) together with other investors that are not subject to this section. (b) that are held in an index fund.

5.”Public entity" means this State, a political subdivision of this STATE or an agency, board, commission or department of this state or a political subdivision of this state.

6. ”Public fund" means the state treasurer or a retirement system. 7. "Restricted companies" means companies that boycott Israel. 8. "Retirement system" means a retirement plan or system that is established by or pursuant to title 38.

All offerors must select one of the following:

X My company does not participate in, and agrees not to participate in during the term of the contract a boycott of

Israel in accordance with A.R.S. §35-393.01. I understand that my entire response will become public record in

accordance with A.A.C. R2-7-C317.

My company does participate in a boycott of Israel as defined by A.R.S. §35-393.01. :

By submitting this response, proposer agrees to indemnify and hold the State, its agents and employees, harmless from any claims

or causes of action relating to the State’s action based upon reliance on the above representations, including the payment of all

costs and attorney fees incurred by the State in defending such an action.


Offeror Company Name Signature of Authorized Person

1602 S. Priest Drive, #103, Tempe, AZ Byron Torgersen

Address Printed Name

Tempe Arizona 85281 Principal / Director of Arizona Operations

City State Zip Title

End of Attachment 3-E



Solicitation No.

ADSPO17-00006796



Administration



Phoenix, AZ 85007




Page 26 of 35 4


Attachment 4

Pricing Sheet

RESERVED FOR AWARDED DESIGN PROFESSIONAL SERVICE ORDER CONTRACT

End of Attachment 4



Solicitation No.

ADSPO17-00006796



Administration



Phoenix, AZ 85007




Page 27 of 35 4


Attachment 5-A Confidential Information Designation

All materials submitted as part of a response to a solicitation are subject to Arizona public records law and will be disclosed

if there is an appropriate public records request at the time of or after the award of the contract. Recognizing there may be

materials included in a solicitation response that are proprietary or a trade secret, a process is set out in A.A.C. R2-7-103

(copy attached) that will allow qualifying materials to be designated as confidential and excluded from disclosure. For

purposes of this process the definition of “trade secret” will be the same as that set out in A.A.C. R2-7-101(52).

Complete this form return it with your Offer along with the appropriate supporting information to assist State in making its

determination as to whether any of the materials submitted as part of your Offer should be designated confidential because

the material is proprietary or a trade secret and therefore not subject to disclosure.

STATE WILL NOT CONSIDER ANY MATERIAL IN YOUR OFFER “CONFIDENTIAL” UNLESS DESIGNATED ON THIS

FORM.

Check one of the following – if neither is checked, State will assume that as equivalent to “DOES NOT”:

This response DOES NOT contain proprietary or trade secret information. I understand that my entire

response will become public record in accordance with A.A.C. R2-7-C317.

This response DOES contain trade secret information because it contains information that:

1. Is a formula, pattern, compilation, program, device, method, technique or process, AND

2. Derives independent economic value, actual or potential, from not being generally known to, and not being readily ascertainable by proper means by, other persons who can obtain economic value from its disclosure or use; AND

3. Is the subject of efforts by myself or my organization that are reasonable under the circumstances to maintain its secrecy.

NOTE: Failure to attach an explanation may result in a determination that the information does not meet the statutory

trade secret definition. All information that does not meet the definition of trade secret as defined by A.A.C. R2-7-

101(52) will become public in accordance with A.A.C. R2-7-C317. State may make its own determination on materials

in accordance with A.A.C. R2-7-103.

If State agrees with Offeror’s designation of trade secret or confidentiality and the determination is challenged, the

undersigned hereby agrees to cooperate and support the defense of the determination with all interested parties,

including legal counsel or other necessary assistance.

By submitting this response, Offeror agrees that the entire Offer, including confidential, trade secret and proprietary

information may be shared with an evaluation committee and technical advisors during the evaluation process.

Offeror agrees to indemnify and hold State, its agents and employees, harmless from any claims or causes of action

relating to State’s withholding of information based upon reliance on the above representations, including the

payment of all costs and attorney fees incurred by State in defending such an action.


Offeror Company Name Signature of Authorized Person

1602 S. Priest Drive, #103, Tempe, AZ Byron Torgersen

Address Printed Name

Tempe Arizona 85281 Principal / Director of Arizona Operations

City State Zip Title



Solicitation No.

ADSPO17-00006796



Administration



Phoenix, AZ 85007




Page 28 of 35 4


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

Date No. of pages Purpose in Offer

1. None

2.

3.

4.

5.

6.

7.




Solicitation No.

ADSPO17-00006796



Administration



Phoenix, AZ 85007




Page 29 of 35 4


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.

- - -



Solicitation No.

ADSPO17-00006796



Administration



Phoenix, AZ 85007




Page 30 of 35 4


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 AIA Documents (for state agencies only),

and 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 AIA Documents (for state agencies only),

and 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.

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.



Solicitation No.

ADSPO17-00006796



Administration



Phoenix, AZ 85007




Page 31 of 35 4


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

Section 1-B: Instructions to Offerors


Company Name Signature of Person Authorized to Sign



Solicitation No.

ADSPO17-00006796



Administration



Phoenix, AZ 85007




Page 32 of 35 4


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

Article/ Paragraph

or Appendix Reference Proposed Changes / Alternate Language Rationale for Proposed Change

Section 2-B: Uniform Terms & Conditions

Article/ Paragraph

or Appendix Reference Proposed Changes / Alternate Language Rationale for Proposed Change

Section 2-C: AIA Documents with AZ Modifications





Solicitation No.

ADSPO17-00006796



Administration



Phoenix, AZ 85007




Page 33 of 35 4


ATTACHMENT 5-B Supplement No. 3:

Exceptions to Technical and Commercial

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

Section 2-A Scope of Work (Requirements Document)

Section 2-B: Compensation Document






Solicitation No.

ADSPO17-00006796



Administration



Phoenix, AZ 85007




Page 34 of 35 4


Attachment 5-C

Insurance Evidence


End of Attachment 5-C



Solicitation No.

ADSPO17-00006796



Administration



Phoenix, AZ 85007




Page 35 of 35 4


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 X YES no

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

3. Attachment 2-A: References X YES no

4. Attachment 2-B: Organization Profile X YES no

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

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

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

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

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

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

14. Attachment 5-D: Offer Checklist X YES no

15. Excel File: Project Experience Number of Projects and Revenue X YES no

16. Excel File: 2017 Professional Services List of Firms Services X YES no

End of Attachment 5-D

End of Part 4
