BPM003359_Required_Offer_Forms_Clear Creek.pdf

PART 3 of the Solicitation Documents Template version 6.0 (18-NOV-2019)

SECTION 3-B: Offer Forms Page 1 of 17 3

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

Section 3-B: Offer Forms (Attachments)

ATTACH MENT 2-B .. ORGANIZATION PROFILE

ATTACHMENT 3-D ... BOYCOTT OF ISRAEL DISCLOSURE

ATTACHMENT 4 ........ PRICING

ATTACHMENT 5-A .... CONFIDENTIAL INFORMATION DESIGNATION

ATTACHMENT 5-B .... CONFORMANCE STATEMENTS

ATTACHMENT 5-C ... LETTER OF INSURABILITY

ATTACHMENT 5-D .. RESERVED

ATTACHMENT 5-E .... OFFER CHECKLIST

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

Template version 7.0 (28-JAN-2020) 3

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 Clear Creek Associates, LLC Year established 1999

Principal address (street, city, state) 6155 E. Indian School Road, Suite 200, Scottsdale, AZ 85251

Entity type: LLC Structure: Single Member LLC

Branch or Division: x Parent: Geo-Logic Associates

Years of experience providing goods similar in type and quantity as required by this Solicitation. 21

Years of experience performing services similar in size and scope as required by this Solicitation. 21

Years the organization has conducted business in Arizona. 21

Contract Representatives to Contact

Name Title Telephone Number E-Mail Address

1. Doug Bartlett Principal 480-659-7131 dbartlett@geo-logic.com

2. Alison Jones Senior Associates 520-622-3222 ajones@geo-logic.com

3. Lori Bartlett Principal 480-659-7131 lbartlett@geo-logic.com

Licenses/Certifications

Description Issuer Number Expiration

4. AZ Business License ADOR 07603056 12/31/21

5. Firm Registration ABOTR 10253 11/21/21

6. Business License City of Scottsdale 0925543 12/31/21

7. Alison Jones ABOTR 44511-Geologist 6/30/24

8. R. Douglas Bartlett ABOTR 25059-Geologist 3/31/23

9. Michael Chambers ABOTR 30999-Geologist 3/21/24

10 Wayne Feller ABOTR 42803- Engineer/Environmental 6/30/23

11 Marvin Glotfelty ABOTR 22744-Geologist 12/31/23

12 Don Hanson ABOTR 26036-Geologist 3/31/22

13 Greg Hess ABOTR 50994-Geologist 6/30/22

14 James Norris ABOTR 30842-Geologist 12/31/23

15 Thomas Suriano ABOTR 26775-Geologist 3/31/23

SECTION 3-B: Offer Forms

Capacity

Location Work Performed Number Staff Capacity

6155 E. Indian School Road, Suite 200, Scottsdale, AZ 85251

Hydrogeologic Consulting 27 95%

17 221 N. Court Ave, Suite 101, Tucson, AZ 85701 Hydrogeologic Consulting 11 95%

ATTACHMENT 2-B SUPPLEMENTS:

(Offeror to insert as required and list here or type “None” on first line)

Title Document Date No. of pages Purpose in Offer

18. Project Descriptions 3/15/2021* 6 Supplemental information for requirement in Attachment 2-A.

Included in Experience and Capacity Questionnaire.

19. Resumes 3/15/2021* 24 Completion of optional requirement in Attachment 3-B. Included in Experience and Capacity Questionnaire.

20. Subconsultant Certifications 3/15/2021* 20 Completion of requirement in Attachment 3-C. Included in Experience and Capacity Questionnaire.

21. Clear Creek and Key Personnel Certificates and Licenses

3/15/2021* 15 Completion of requirement in Attachment 2-A. Included in Experience and Capacity Questionnaire.

22. Supplement Insurance 3/15/2021* 2 Completion of requirement in Attachment 5-C. Included in this file.

*date the content was uploaded to APP site

End of Attachment 2-B

Attachment 3-D Boycott of Israel Disclosure

Please note that if fil!Y of the following apply to this Solicitation, Contract, or Contractor, then the Offerer shall select the "Exempt Solicitation, Contract, or Contractor" option below:

• The Solicitation or Contract has an estimated value of less than $100,000;

• Contractor is a sole proprietorship;

• Contractor has fewer than ten {10) employees; OR

• Contractor is a non-profit organization.

Pursuant to A.R.S. §35-393.01, public entities are prohibited from entering into contracts "unless the contract includes a written certification that the company is not currently engaged in, and agrees for the duration of the contract to not engage in, a boycott of goods or services from Israel."

Under A.R.S. §35-393:

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

(a) Based in part on the fact that the entity does business in Israel or in territories controlled by Israel.

{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 an organization, association, corporation, partnership, joint venture, limited partnership, limited liability partnership, limited liability company or other entity or business association, including a wholly owned subsidiary, majority-owned subsidiary, parent company or affiliate, that engages in for-profit activity and that has ten or more full-time employees.

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.

The certification below does not include boycotts prohibited by 50 United States Code Section 4842 or a regulation issued pursuant to that section. See A.R.S. §35-393.03.

In compliance with A.R.S. §§35-393 et seq., all offerers must select one of the following:

)( The Company submitting this Offer 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 et seq. I understand that my entire response will become public record in accordance with A.A.C. R2-7-C317.

□ The Company submitting this Offer does participate in a boycott of Israel as described in A.R.S. §§35-393 et seq.

D Exempt Solicitation, Contract, or Contractor.

Indicate which of the following statements applies to this Contract:

PART 3 of the Solicitation Documents

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□ Solicitation or Contract has an estimated value of less than $100,000;

City

□ Contractor is a sole proprietorship;

□ Contractor has fewer than ten (10) employees; and/or

□ Contractor is a non-profit organization.

Clear Creek Associates, LLC Company Name

6155 E. Indian School Road, Suite 200 Address

Scottsdale, Arizona 85251 State Zip

End of Attachment 3-D

PART 3 of the Solicitation Documents

'f'ernplat.e version 7.0 (2B· JAN-2020)

· Person Authorized to Sign

Lori Bartlett Printed Name

Principal Manager Title

II

Attachment 4 Pricing

Pricing must be shown in the EXCEL sheet(s) titled as shown below:

1. The following WORD document has been provided for Offeror’s completion and submission, Located in Tab F, Financial Questionnaire files, and titled as follows:

EXHIBIT D_PRICING SHEET

Important Note - Offeror must enter one dollar ($1) in the “Unit Price” field on the “items” (f) tab in Arizona Procurement Portal (APP) system to ensure Offeror’s bid is valid.

Clear Creek’s Exhibit D is uploaded to Items (F), Financial questionnaire section for this opportunity.

Indicate whether organization will offer a prompt payment discount, please complete one or more that will apply:

DISCOUNT WILL BE __0__% IF ADEQ PAYMENT ISSUANCE DATE TO CONTRACTOR IS WITHIN SEVEN (7) CALENDAR

DAYS FROM ADEQ’S RECEIPT OF INVOICE.

DISCOUNT WILL BE __0__% IF ADEQ PAYMENT ISSUANCE DATE TO CONTRACTOR IS WITHIN TEN (10) CALENDAR

DAYS FROM ADEQ’S RECEIPT OF INVOICE.

DISCOUNT WILL BE __0__% IF ADEQ PAYMENT ISSUANCE DATE TO CONTRACTOR IS WITHIN ____ (__) CALENDAR

DAYS FROM ADEQ’S RECEIPT OF INVOICE.

On this page Offeror to include one (1) or two (2) paragraphs describing how Offeror derived the rates proposed in Attachment 4.

Offeror Response:

Rates provided in Exhibit D, located in Tab F, Financial Questionnaire, are derived from Clear Creek’s previously approved rates for fiscal year 2021, which are effective through December 31, 2021.

End of Attachment 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 ,sc oseaiflhere ,s an approprifile pu61ic records reques 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

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

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 defendi g

Clear Creek Associates, LLC

Offerer Company Name

6155 E. Indian School Road, Suite 200

Address

Scottsdale, Arizona 85251

City State

PART 3 of the Solicitation Documents

Teinplat:e version 7.0 ('2.B-JAN-2020)

Zip

Lori Bartlett

Printed Name

Principal Manager

Title

End of Attachment 5-A

II

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 th is 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.

PART 3 of the Solicitation Documents

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II SECTION 3-B: Offer Forms

Attachment 5 .. s

Conformance Statements

(VVhen taking exceptions, Attachment 5-B and supplements must be uploaded as a separate word doc. tile titled "Attachment 5-B".)

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

READ PARAGRAPH ERROR! REFERENCE SOURCE NOT FOUND. OF THE INSTRUCTIONS TO OFFERORS BEFORE TAKING ANY EXCEPTIONS -TAKING EXCEPTIONS CAN BE GROUNDS FOR STATE REJECTING OR DOWN-GRADING

YOUR OFFER IN EVALUATION.

CONFORMANCE TO THE INSTRUCTIONS:

(PART 3 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 Instructions to Offerors in Section 3-A of the Solicitation Documents and attests that its Offer complies.

NO - Offeror acknowledges that it has read and understands the Instructions to Offerors in Section 3-A of the Solicitation Documents, and attests that its Offer complies with both EXCEPT FOR the exceptions listed in Attachment 5-8 Supplement 1.

CONFORMANCE TO THE SCOPE AND PRICING DOCUMENTS:

(PART 2 OF THE SOLICITATION) -7

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 Scope Document and the Pricing Document 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 Scope Document and the Pricing Document in Part 2 of the Solicitation Documents and attests that its Offer complies with both EXCEPT FOR the exceptions listed in Attachment 5-8 Supplement 2.

CONFORMANCE TO THE CONTRACT TERMS AND CONDITIONS:

(PART 2 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 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 understand 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 5-8 Supplement 3.

PART 3 of the Solicitation Documents

'l'empbte versio117.0 (2.fl )AN-202.0)

ATTACHMENT 5-B Supplement No. 1:

Exceptions to Instructions

Section 3-A: Instructions to Offerers

X X Exception:

X Rationale:

X X Exception:

X Rationale:

X X Exception:

X Rationale:

Clear Creek Associates, LLC

Com·pany Name

PART 3 of the Solicitation Documents

Template version 7.0 (W-JAN-2020)

RFP Language {Copy and Paste from Solicitation)

X

X

X

ATTACI 1MENT 5-B Supplement Nu. 2:

Exceptions to Scope of Work and Pricing

Section 2-A: Scope of Work

X X Exception:

X Rationale:

X X Exception:

X Rationale:

X X Exception:

X Rationale:

Section 2-8: Pricing Document

X Exception:

X Rationale:

X X Exception:

X Rationale:

Clear Creek Associates, LLC

Company Name

PART 3 of the Solicitation Documents

Template ver:;ion 7.0 (7.8-f/\N-2020)

X

X

X

X

X

A TACHMENT 5-B Supplement No. 3:

Exceptions to Contract Terms & Conditions

Paragraph Article/ I Ior Exhibit RFP Language (Copy and Paste

Reference Proposed Changes/ Alternate Language from Solicitation)

Section 2-C: Special Terms & Conditions

X X Exception:

X Rationale:

X X Exception:

X Rationale:

X X Exception:

X Rationale:

Section 2-D: Uniform Terms & Conditions

X X Exception:

Rationale:

X X Exception:

X Rationale:

Clear Creek Associates, LLC

Company Name

PART 3 of the Solicitation Documents

Template vcrslot1 7.0 (ZEl-Jll.N-2020)

End of Attachment 5-B

X

X

X

X

X

Attachment 5-C Letter of Insurability

The Offeror shall provide a Letter of Insurability from your Insurance company as a proof that the Offeror currently possesses the required insurance as stated in the Section 6.2 of Special Terms and Conditions or the Offeror is able to obtain the required Minimum Scope and Limits of Insurance should a contract be awarded to them.

The Letter of Insurability (and any additional letters) should be clearly marked as Attachment 5 –C Supplement Insurance

NOTE: If Awarded a Contract, The Offeror shall provide a Certificate of Insurance (e.g. ACORD forms) and associated policy endorsement(s) prior to beginning service(s) under the Contract.

End of Attachment 5-C

Attachment 5-C Supplement Insurance

Clear Creek’s Letter of Insurability

CERTIFICATE OF LIABILITY INSURANCE

DATE(MM/DD/YYYY)

12/19/2020

IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s).

THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS

CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES

BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED

REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER.

PRODUCER

Aon Risk Insurance Services West, Inc.

Los Angeles CA Office 707 Wilshire Boulevard Suite 2600 Los Angeles CA 90017-0460 USA

PHONE

(A/C. No. Ext):

E-MAIL

ADDRESS:

INSURER(S) AFFORDING COVERAGE NAIC #

(213)630-3270

INSURED 26387Steadfast Insurance Company INSURER A:

16535Zurich American Insurance CompanyINSURER B:

INSURER C:

INSURER D:

INSURER E:

INSURER F:

FAX

(A/C. No.):

(847)953-0574

CONTACT

NAME:

COVERAGES CERTIFICATE NUMBER: REVISION NUMBER:

THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. Limits shown are as requested

POLICY EXP

(MM/DD/YYYY)

POLICY EFF

(MM/DD/YYYY)

SUBR

WVD

INSR

LTR

ADDL

INSD POLICY NUMBER TYPE OF INSURANCE LIMITS

COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE

DAMAGE TO RENTED

PREMISES (Ea occurrence)

MED EXP (Any one person)

PERSONAL & ADV INJURY

GENERAL AGGREGATE

PRODUCTS - COMP/OP AGG

X

GEN'L AGGREGATE LIMIT APPLIES PER:

$2,000,000

$1,000,000

$25,000

$1,000,000

$6,000,000

$4,000,000

A 12/31/2020 12/31/2021GPL0166069-04

OTHER:

AUTOMOBILE LIABILITY

ANY AUTO

ALL OWNED

AUTOS

SCHEDULED

AUTOS

HIRED AUTOS NON-OWNED

AUTOS

BODILY INJURY ( Per person)

PROPERTY DAMAGE

(Per accident)

X

BODILY INJURY (Per accident)

$1,000,000

C 12/31/2020 12/31/2021 COMBINED SINGLE LIMIT

(Ea accident)

BAP0166068-04

EXCESS LIAB

X OCCUR

CLAIMS-MADE AGGREGATE

EACH OCCURRENCE

DED

UMBRELLA LIAB

RETENTION

E.L. DISEASE-EA EMPLOYEE

E.L. DISEASE-POLICY LIMIT

E.L. EACH ACCIDENT

OTH-

ER

PER

STATUTE

Y / N

(Mandatory in NH)

ANY PROPRIETOR / PARTNER / EXECUTIVE

OFFICER/MEMBER EXCLUDED? N / A

WORKERS COMPENSATION AND

EMPLOYERS' LIABILITY

If yes, describe under DESCRIPTION OF OPERATIONS below

CANCELLATIONCERTIFICATE HOLDER

AUTHORIZED REPRESENTATIVE

Evidence of Insurance

ACORD 25 (2014/01)

©1988-2014 ACORD CORPORATION. All rights reserved.

The ACORD name and logo are registered marks of ACORD

SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE

EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE

POLICY PROVISIONS.

POLICY PROJECT LOCX

B

B

A

SXS0166076-04-Excess of General Liab.,Auto Liab., Employer's Liab., Professional Liab & Pollution Liability

WC0166066-04

Professional Liability & Contractor's Pollution Liab.

GPL0166069-04

12/31/2020 12/31/2021

12/31/2020 12/31/2021 X

$1,000,000

$1,000,000

$1,000,000

12/31/2020 12/31/2021 $1,000,000Each Claim Aggregate $2,000,000

$5,000,000

$5,000,000

Aon Risk Insurance Services West,. Inc.

X

Geologic Associates, Inc.

2777 East Guasti Road Ontario, CA 91761 USA

X OCCUR

DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required

X X

Attachment 5-C Supplemental Insurance

Attachment 5-D

RESERVED

End of Attachment 5-D

Attachment 5-E Offer Checklist

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

DOCUMENT SUBMITTED

1 Attachment 2-A: Experience and Capacity Questionnaire YES no

2 Attachment 2-B: Organization Profile YES no

3 Attachment 3-A: Method Proposal YES no

4 Attachment 3-B: Key Personnel Proposal YES no

5 Attachment 3-C: Proposed Subcontractors YES no

6 Attachment 3-D: Israel Boycott Disclosure YES no

7 Attachment 4: Pricing Sheets YES no

8 Attachment 5-A: Confidential Information Designation YES no

9 Attachment 5-B: Conformance Statements YES no

10 Attachment 5-C: Letter of Insurability YES no

11 Attachment 5-D: Reserved YES no

12 Attachment 5-E: Offer Checklist YES no

End of Attachment 5-E

End of Part 3