BPM007588 AG26-0026 Outside Counsel - Consumer Fraud (Contingency Fee Only) Attachment I 07162026.doc

REQUEST FOR PROPOSAL (RFP)

SOLICITATION # BPM007588

OFFER AND ACCEPTANCE

Attachment I State of Arizona Office of the Attorney General 2005 N Central Ave Phoenix, AZ 85004

AG18-0013

BUSINESS QUESTIONNAIRE

Attachment I Office of the Attorney General

1275 W. Washington

Phoenix, AZ

85007-2926

COUNSEL’S OFFER

TO THE STATE OF ARIZONA:

The Undersigned hereby offers and agrees to furnish the material, service, or construction in compliance with all terms, conditions, specifications, and amendments in the Solicitation and any written exceptions in the offer. Signature also certifies Small Business status.

By signature in the Offer section above, the Offeror certifies:

1. Will not discriminate against any employee or applicant for employment in violation of Federal Executive Order 11246, [Arizona] State Executive Orders 2023-09, 2023-01, 2009-09, or A.R.S. §§ 41-1461 through 41-1465;

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 the law.

3. Complies with A.R.S. § 18-132 when offering electronics or information technology products, Services, or maintenance;

4. Has submitted this Offer as a firm offer for 180 days following the Solicitation due date and time per the Instructions to Offers. Any extensions to the Offer Acceptance Period shall be made in accordance with the A.A.C. R2-7-C310;

5. Did not and will not involve collusion or other anti-competitive practices; and

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

7. 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. (Unless exempt)

8. Does not participate in the use of forced labor of ethnic Uyghurs as described in A.R.S. § 35-394. (Unless exempt)

a. By checking this box, Offeror is certifying that it is exempt from the requirements regarding the forced labor of ethnic Uyghurs and boycott of Israel because of one of the following: Contractor is a Sole proprietorship, has fewer than ten (10) employees, or is a non-profit organization.

9. Offeror certifies that the above-referenced organization IS NOT a small business with less than 100 employees or has gross revenues of $4 million or less. IS/

ACCEPTANCE OF OFFER

Your offer is hereby accepted:

Counsel is now bound to sell the materials, services, or construction listed by the attached contract based upon the solicitation, including all terms, conditions, specifications, amendments, etc., and Counsel’s offer as accepted by the Office of the Attorney General.

Counsel is hereby cautioned not to commence any billable work or provide any material or service under this contract until Counsel receives a purchase order, contract release document or written notice to proceed.

The effective date of the Contract is:

State of Arizona

Office of the Attorney General Awarded this

Day of

Cindy Palmer, Procurement Manager

Counsel Information

Firm Address

Firm Identified in Proposal as: Parent Company: FORMCHECKBOX Branch or Subsidiary Office: FORMCHECKBOX Individual Contracted Counsel: FORMCHECKBOX

Names of not more than two Principals to contact:

Number of Personnel by Discipline (count each person only once, by primary function):

Has your firm ever held a contract with the State of Arizona? For how many years?:

Acceptance of Insurance Requirements:

Indicate that you have read, understand and will comply with the Insurance requirements specified in Section 8 & 9 of the Agreement. Check the appropriate response.

FORMCHECKBOX

Yes, we will comply with the Insurance requirements

FORMCHECKBOX

No, we will not comply with the Insurance requirements

Conflicts of Interest:

Identify and describe any type of matter, litigation and otherwise, in which your firm is involved with against the State of Arizona or any of its agencies and a concise statement of how your firm proposes to resolve any conflicts of interest with the State of Arizona. Specific Cases or Matters should be listed on the table on the following page or you may add an attachment sheet similar to the table. In the event of the award of a contract, Counsel must receive a waiver of any conflict of interest. The award of this contract does not create or cause said waiver.

Note: The State of Arizona does not require counsel to obtain a waiver of conflict of interest when counsel undertakes representation of a defendant in a criminal case.

No “Blanket” waiver requests will be considered. Check none below, if no conflict of interest exists. FORMCHECKBOX None

Specific Case/Matter Information:

List the specific cases in which your firm has been adverse to the State of Arizona in the last 2 years.

If the case has been on-going for more than two years it should be listed here. Add additional pages if needed.

List the specific matter in which your firm has been adverse to the State of Arizona in the last 2 years.

If the matter has been on-going for more than two years it should be listed here. Add additional pages if needed.

List the specific cases in which your firm has represented the State of Arizona in the last 2 years.

If the case has been on-going for more than two years it should be listed here. Add additional pages if needed.

Disclosure of any State Bar Association Investigations and Malpractice Suits

Does any current member of your firm have any bar complaint currently being investigated and/or disciplinary action taken by the State Bar Association against them? Add additional pages if needed.

Yes

FORMCHECKBOX

No

If answer to the above is “Yes”, use the space below to disclose details of any complaint(s):

Has your firm had any malpractice suit or claim for malpractice filed against it in the last 2 years?

Add additional pages if needed.

Yes

FORMCHECKBOX

Do you wish this information to be held confidential in accordance with A.A.C. R2-7-103?

Add additional pages if needed.

Yes

FORMCHECKBOX

Rate Schedule

The contingency fee received by this state's private attorney shall not exceed fifty million dollars, except for reasonable costs and expenses and regardless of the number of lawsuits filed or the number of private attorneys retained to achieve the recovery. Rates below are the maximum allowed and may be negotiated on a case by case basis.

Hourly Rate Schedule

The Hourly Rate Schedule shall be governed by the provisions of Paragraph 1.10 of the Request for Proposal.

(Not to Exceed Maximum Rate)

$400.00

$250.00

$125.00

Qualifications and Experience of Key Personnel

Complete this section for the Key Personnel the Offeror is proposing. Key Personnel are the individuals showing the experience and expertise to do the work identified in this RFP. If an item is not applicable, indicate so by inserting “N/A. Please copy this form as needed.

Executive Summary describing this individual’s suitability for a project of this nature. Include similar cases the individual was involved in and their role.

References

Provide a minimum of three references to which you have provided similar services.

Reference #1 Company:

Contact:

Street Address:

City, State, Zip:

Telephone #:

E-Mail:

Service Provided:

Reference #2 Company:

Contact:

Street Address:

City, State, Zip:

Telephone #:

E-Mail:

Service Provided:

Reference #3 Company:

Contact:

Street Address:

City, State, Zip:

Telephone #:

E-Mail:

Service Provided: