Combined_AttachmentsI__1_.pdf

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Master Agreement AZ|CTR065801
Contract number
CTR065801
Issued by
Arizona

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This document is a comprehensive proposal submitted by Partner Engineering and Science, Inc. to the Arizona Department of Environmental Quality (ADEQ) for a statewide contract solicitation (BPM004287) for Asbestos, Lead, and Mold Consultant and Abatement Services. The proposal involves Partner's Phoenix office, which is part of a larger national organization with 1,400 employees across 40+ offices, and includes key personnel from their Industrial Hygiene practice group. The document details Partner's qualifications, key personnel credentials, insurance documentation, references, and technical approach to providing environmental consulting services primarily within Arizona for government agencies, educational institutions, healthcare facilities, and other public sector clients.

The contract scope covers professional consulting services for asbestos, lead, and mold-related assessments, including surveys, inspections, abatement oversight, air monitoring, and reporting. Partner proposes to provide these services using a team of certified industrial hygienists, with key personnel having over 20-30 years of experience in the field. The proposal includes detailed pricing information, with hourly rates determined by staff experience and qualifications, and laboratory rates based on negotiated agreements. Partner has committed to providing 24/7 response capabilities from their Phoenix office, which has 42 local staff members, and can draw additional resources from their national team. The company emphasizes its extensive experience with similar contracts, including existing work with ADEQ, Arizona Department of Transportation, and various municipal clients, and highlights its technological capabilities through platforms like Fulcrum and SiteLynx for project management and reporting.

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More Than Just Assessments.

Solutions.

PROFESSIONAL SERVICES PROPOSAL FOR SOLICITATION # BPM004287

STATEWIDE ASBESTOS, LEAD, AND MOLD

CONSULTANT AND ABATEMENT SERVICES

FOR THE ARIZONA DEPARTMENT OF ENVIRONMENTAL QUALITY

Submitted to:

Arizona Dept. of Environmental Quality

1110 W. Washington St.

Phoenix, AZ 85007

Attn: Merrilyn Forbin, Procurement Officer

Submitted by:

Partner Engineering and Science, Inc.

4518 N 12th Street, Suite 201

Phoenix, AZ 85014

Attn: Betsy Miller

Southwest Operations Manager bmiller@partneresi.com

(602) 513-5791

Building Engineering &

Assessments

Environmental Consulting &

Remediation Energy & Sustainability

Consulting

Construction &

Development Services

September 22, 2022

Attachment 1: Offer and Acceptance Form

Solicitation No. BPM004287

Title: Statewide Asbestos, Lead, and Mold Consultant and Abatement Services

Department of Environmental Quality

1110 W. Washington Street Phoenix, AZ 85007

1 Solicitation Attachments

SUBMISSION OF OFFER: Undersigned hereby offers and agrees to provide Statewide Asbestos Lead and Mold Consultant and Abatement Services in compliance with the Solicitation indicated above and our Offer indicated by the latest dated version below:

Initial Offer:

09-22-2022 JW

Date Signature

Revised Offers:

Date Signature Date Signature

Date Signature Date Signature

Best and Final Offer:

Date Signature

Partner Assessment Corporation dba

Partner Engineering and Science, Inc.

Offeror company name Signature of person authorized to sign Offer

4518 N 12th Street, Suite 201 John Wharff, Executive Director – West Regin

Address Printed name and title

Phoenix, AZ 85014 Betsy Miller, Technical Director & Southwest Operations

Manager

City | State | ZIP Contact name and title

20-8264379 bmiller@partneresi.com 602-618-5664

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 the latest date and number at the top of this form (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 materia l or perform any service under the Contract until Contractor receives the applicable Order or written notice to proceed from the Procurement Officer.

State’s Contract Number is: Contract Effective Date:

Procurement Officer Signature Award Date Procurement Officer Name Title mailto:bmiller@partneresi.com

Attachment 2: Boycott of Israel Disclosure

Consultant and Abatement Services

Department of Environmental Quality

2 Solicitation Attachments

Please note that if any of the following apply to this Solicitation, Contract, or Contractor, then the Offeror 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 offerors must select one of the following:

X 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 a 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.

□ Exempt Solicitation, Contract, or Contractor.

Indicate which of the following statements applies to this Contract:

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

● Contractor is a sole proprietorship;

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

● Contractor is a non-profit organization.

Partner Assessment Corporation dba Partner

Engineering and Science, Inc.

Company Name Signature of Person Authorized to Sign

4518 N 12th St, Suite 201 John Wharff

Address Printed Name

Phoenix, AZ 85014 Executive Director – West Region

City State Zip Title

Attachment 3: Confidential Information

Consultant and Abatement Services

Department of Environmental Quality

3 Solicitation Attachments

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 and return it with your Offer along with the appropriate supporting information to assist the 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”:

X 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.

Partner Assessment Corporation dba Partner

Engineering and Science, Inc.

Offeror Company Name Signature of Authorized Person

4518 N 12th St, Suite 201 John Wharff

Address Printed Name

Phoenix, AZ 85014 Executive Director – West Region

City State Zip Title

Attachment 3 Supplement: Confidential Information Designation FOR REFERENCE ONLY

Consultant and Abatement Services

Department of Environmental Quality

4 Solicitation Attachments

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

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.

Attachment 4: Conformance Statements

Consultant and Abatement Services

Department of Environmental Quality

5 Solicitation Attachments

If taking exceptions, the Attachment Supplements must be uploaded as a separate word doc. file titled “Attachment Supplement -”

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

READ PARAGRAPH 6.8 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 TO OFFERORS

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

X YES – Offeror acknowledges that it has read and understands the Special Instructions to Offerors and

Uniform Instructions to Offerors of the Solicitation Documents and attests that its Offer complies.

NO – Offeror acknowledges that it has read and understands the Instructions to Offerors in the

Solicitation Documents, and attests that its Offer complies with both EXCEPT FOR the exceptions listed in Attachment Supplement 1.

CONFORMANCE TO SCOPE OF WORK AND PRICING

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

X YES – Offeror acknowledges that it has read and understands the Scope of Work Document and the

Pricing Document of the Solicitation Documents and attests that its Offer complies with both.

NO – Offeror acknowledges that it has read and understands the Scope of Work Document and the

Pricing Document of the Solicitation Documents and attests that its Offer complies with both EXCEPT

FOR the exceptions listed in Attachment Supplement 2.

CONFORMANCE TO THE CONTRACT TERMS AND CONDITIONS

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

X 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 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 2 of the Solicitation

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

Attachment Supplement 3.

Attachment 4 Supplemental-

Conformance Statement Exceptions

Consultant and Abatement Services

Department of Environmental Quality

6 Solicitation Attachments

Exceptions to Instructions

Article / Paragraph or Exhibit Reference

Proposed Changes / Alternate Language RFP Language (Copy and Paste from Solicitation)

Special Instructions to Offerors x No exception

X Rationale:

x x X Exception:

Uniform Instructions to Offerors

Consultant and Abatement Services

Department of Environmental Quality

7 Solicitation Attachments

Exceptions to Scope of Work and Pricing

Article / or Exhibit Reference

Proposed Changes / Alternate Language RFP Language (Copy and Paste from Solicitation)

Scope of Work

Pricing Document x No Exception

Solicitation No. BPM004287

Title: Statewide Asbestos, Lead, and Mold Consultant and Abatement Services

Department of Environmental Quality

8 Solicitation Attachments

Exceptions to Contract Terms & Conditions

Article/ or Exhibit Reference

Proposed Changes / Alternate Language RFP Language (Copy and Paste from Solicitation)

Special Terms & Conditions

Uniform Terms & Conditions

Rationale:

Attachment 5 Supplement: Key Personnel

Title: Statewide Asbestos, Lead, and Mold Consultant and Abatement Services

Department of Environmental Quality

9 Solicitation Attachments

Answer all questions thoroughly in the spaces provided. Complete this form in full for each one of the key personnel proposed to be involved in carrying out the Work. Duplicate as needed. Insert or attach a separate resume if desired, but any attached resumes are supplemental to this form and do not substitute for this form. If there are more than three (3) Key Personnel, please utilize the same form for each additional Personnel.

1 Name: Rod Pawloski How long with company? 5 years

Current position in company:

Senior Project Manager Industrial

Hygiene How long in position? 30+ years

Position for the Services:

Professional Level II – Asbestos, lead, mold

How much of time will be dedicated to the Services?

70 %

What primary functions will be assigned?

Mr. Pawloski will act as Senior Project Manager for this contract and oversee scheduling and assignment of Partner staff. He will coordinate with abatement contractors for pre-bid meetings/walks and manage oversight of abatement projects. He will ensure work is completed on time and on budget.

Describe person’s experience in performing services like those that are to be assigned:

Mr. Pawloski is a Senior Project Manager for Partner’s Industrial Hygiene team, specializing in all aspects of industrial hygiene to include asbestos surveys, lead-based paint inspections, asbestos and lead abatement oversight and clearance, mold investigations and remediation oversight, lead in soil and waste characterization.

In addition, he has provided Technical Specifications for removal of asbestos and lead-based paint and provided abatement oversight services, which included clearance sampling.

Mr. Pawloski has worked on thousands of projects, primarily in Arizona, requiring all phases of asbestos, mold and lead-based paint consulting services, including regulatory liaison with a variety of federal and state agencies, providing production of standard documents and specifications for asbestos projects.

His experience includes providing industrial hygiene consulting services for ADEQ, ADOT, City of Phoenix, Arizona power companies, brownfield redevelopment projects, Maricopa County, Arizona agencies, hospitals, cities, tribal entities, and school districts.

He has worked in tandem with contractors to coordinate bid walks for abatement contractors and subsequent abatement oversight and clearance sampling.

List person’s job-related training and education:

AHERA Building Inspector

AHERA Management Planner

AHERA Contractor Supervisor

AHERA Project Designer

EPA Lead Risk Assessor

Resume: Partner Resumes

Title: Statewide Asbestos, Lead, and Mold Consultant and Abatement Services

Department of Environmental Quality

10 Solicitation Attachments

2 Name: Paul Anger How long with company? 1 year

Current position in company:

Senior Industrial Hygienist How long in position? 30 years

Position for the Services:

Professional Level II – asbestos, lead, & mold

How much of time will be dedicated to the Services?

70 %

What primary functions will be assigned?

Asbestos Building Inspector and Asbestos Contractor Supervisor; lead assessment and risk assessor; mold investigations.

Describe person’s experience in performing services like those that are to be assigned:

Mr. Anger has over 30 years of environmental and industrial hygiene consulting, hazardous materials abatement, and demolition services experience, with specialized expertise in asbestos, lead, mold, and indoor air quality. He has completed projects for government entities throughout the Phoenix metropolitan area, including the cities of

Phoenix, Casa Grande, Mesa, and Scottsdale; Phoenix Sky Harbor International and

Phoenix Deer Valley airports; Maricopa County Community College District; multiple school districts; and ADEQ.

Mr. Anger was the Main Point of Contact and Program Manager for an environmental consultant’s contract with the City of Phoenix which involved a number of successful projects. In this capacity, he was responsible for all aspects of Asbestos and Lead-Based

Paint Surveys, Asbestos and Lead-Based Paint Abatement Oversight, and Emergency

Response for Asbestos and Lead-Based Paint Projects. Mr. Anger has also served as the

Environmental Program Manager for similar contracts for the City of Mesa’s Asbestos and Lead-Based Paint Program (2003 to 2019), Maricopa County Risk Management’s

Environmental Services program, and the Arizona Department of Environmental Quality contract (previously State of Arizona) On-Call Environmental Services program. Prior to performing environmental consulting services, he worked as an environmental contractor performing remediation activities.

List person’s job-related training and education:

AHERA Asbestos Contractor/Supervisor

AHERA Asbestos Project Designer

AHERA Asbestos Management Planner

AHERA Asbestos Building Inspector

NV Asbestos Abatement Consultant

EPA Lead Risk Assessor

EPA Lead Supervisor

Attachment 6: Letter of Insurability

Consultant and Abatement Services

Department of Environmental Quality

11 Solicitation Attachments

3 Name: Valerie Brodeur How long with company? 1 year

Current position in company:

Senior Project Manager How long in position? 15 years

Position for the Services: Professional Level II How much of time will be dedicated to the Services?

50 %

What primary functions will be assigned?

Senior Project Manager

Describe person’s experience in performing services like those that are to be assigned:

As a Senior Project Manager, Ms. Brodeur handles industrial hygiene survey projects locally within the state of Arizona as well as across the United States for Partner

Engineering and Science, Inc. (Partner). Her responsibilities include managing the

Phoenix Industrial Hygiene team, assist in staffing projects locally as well as projects for

Partner across the country, and acts as a main client contact for current work, invoicing and reporting. Her technical expertise includes asbestos and lead surveys, management, and abatement oversight to ensure activities comply with project specifications as well as local, state, and federal regulations for asbestos and lead-based paint, mold and moisture assessments, and industrial hygiene monitoring for occupational employee exposures. Services are provided to hospitals, shopping centers, commercial, retail, and hotel/resorts chains within the United States. Management skills include proposal and report preparation, senior review, QA/QC and invoicing.

In addition to Project Management duties, Ms. Brodeur also continues to conduct field work in the state of Arizona. She has significant experience in Regulatory Compliance

Assessments, Asbestos Surveys, Mold Assessments, Indoor Air Quality Surveys, Legionella water sampling, and employee exposure monitoring for chemical exposure in the workplace.

Ms. Brodeur has an in-depth knowledge of the healthcare environment and manages projects for several major healthcare companies across Arizona. Her previous laboratory experience gives her a more thorough knowledge of the details on laboratory reports.

List person’s job-related training and education:

B.S., Microbiology, Arizona State University, Tempe, Arizona

Certified Indoor Environmental Consultant, American Council of Accredited

Certifications

AHERA Certified Asbestos Building Inspector, EPA

AHERA Certified Asbestos Contractor Supervisor, EPA

Asbestos Building Inspector

Asbestos Contractor Supervisor

Certified Indoor Environmental Consultant

Betsy Miller Text Box

Consultant and Abatement Services

Department of Environmental Quality

12 Solicitation Attachments

4 Name: Ben Jelin, PhD, CIH, CSP How long with company? 5 years

Current position in company:

Technical Director Industrial Hygiene, CIH

How long in position? 7 years

Position for the Services: Professional Level III How much of time will be dedicated to the Services?

20 %

What primary functions will be assigned?

Certified Industrial Hygienist, QA/QC, and Technical Oversight

Describe person’s experience in performing services like those that are to be assigned:

Dr. Jelin is a Senior Project Manager for Partner Engineering and Science, Inc. (Partner), with a specialization in Industrial Hygiene and Environmental Consulting Services across a variety of industries and industry sectors, with a focus on occupational safety/health and limiting client liability. He has shown to be an efficient and effective manager of projects throughout the United States by maintaining and ensuring project scheduling, monitoring daily operations, assuring technician and contractor compliance, communicating regularly with clients, regulators and the public (if necessary), and developing and reviewing written products for clients.

He is familiar with both regulatory and industry standards and guidelines that will help protect workers and the public from hazards, while also limiting client liability. Dr. Jelin prides himself on being able to take on a variety of difficult projects and being able to provide clients with an expert opinion and consultation. His experience includes client consultation in the following areas:

• Expert witness testimony and litigation support services

• Asbestos hazard identification, abatement protocol development (including Negative

Exposure Assessments (NEA)), on-site abatement oversight and clearance services

• Lead Based Paint and Lead Hazard identification, abatement protocol development, on-site abatement oversight and clearance services

• Fungal/Microbial/Moisture contamination assessment, abatement/remediation protocol development, on-site abatement/remediation protocol oversight, and project wrap-up consulting services on approximately 400 projects/sites

• U.S. Resource Conservation and Recovery Act (RCRA) and Universal Waste sample protocol development, sampling and disposal consultation

• Confined Space Entry services: Attendant/Competent Person services

• Indoor Air Quality investigations including unknown environmental contaminants, hazardous materials releases and worker complaints

• Exposure assessment for health and safety compliance for lead, asbestos, and Volatile

Organic Compounds (VOCs)

• Health and safety assessments for construction, heavy industrial and manufacturing applications

• Radon hazard identification

• Environmental Insurance claims investigations

List person’s job-related training and education:

Ph.D, Global Environmental Health Sciences, Tulane University School of Public Health

& Tropical Medicine, New Orleans, LA

MPH, Global Environmental Health Sciences: Disaster Management Concentration, Tulane University School of Public Health & Tropical Medicine, New Orleans, LA

Certificate in Industrial Hygiene, Tulane University School of Public Health & Tropical

Medicine, New Orleans, LA

BSPH, Community Health Sciences and Economics (minor), Tulane University, New

Orleans, LA

Betsy Miller

Consultant and Abatement Services

Department of Environmental Quality

13 Solicitation Attachments

Certified Industrial Hygienist (CP11428)

Certified Safety Professional (CSP-34878)

Florida Licensed Asbestos Consultant (AX109)

Certified Asbestos Inspector: Louisiana Department of Environmental Quality (LDEQ –

Agency Interest (AI)# 190899), the State of Florida and the U.S. Environmental

Protection Agency (EPA)

Certified Asbestos Management Planner: LDEQ (AI# 190899), State of Florida and EPA

Certified Asbestos Contractor/Supervisor: LDEQ (AI# 190899) and EPA

Certified Asbestos Project Designer: LDEQ (AI# 190899), State of Florida and EPA

Certified Lead Inspector: LDEQ (AI# 190899) and EPA

Certified Lead Project Supervisor: LDEQ (AI# 190899) and EPA

Residential Radon Measurement Provider: National Radon Proficiency Program

(110256 RT)

Transportation Worker Identification Credential: U.S. Department of Homeland

Security

Certified Tropical Helicopter Underwater Escape Training: Falck Safety Services

Consultant and Abatement Services

Department of Environmental Quality

14 Solicitation Attachments

5 Name: John Richmond How long with company? 2 years

Current position in company:

Industrial Hygienist How long in position? 25 years

Position for the Services: Field Level IV How much of time will be dedicated to the Services?

75 %

What primary functions will be assigned?

Asbestos Building Inspector and Asbestos Contractor Supervisor; lead paint assessment, asbestos awareness training, mold assessment and abatement oversight.

Describe person’s experience in performing services like those that are to be assigned:

Mr. Richmond has experience in many areas of industrial hygiene, including anticipation, recognition, evaluation, prevention, and control of environmental factors arising in the workplace which may cause sickness, impaired health, or significant discomfort among occupants. He regularly performs investigations and makes recommendations for routine and complex mold and bacteria impacts to structures and indoor air quality projects.

Mr. Richmond has coordinated and managed asbestos, lead, and mold projects for

United States Postal Services, ADOT, ADEQ, City of Phoenix, various school districts and hospitals.

As both a former Asbestos NESHAP Inspector and Compliance Enforcement Officer for

Maricopa County’s Air Quality Department (MCAQD), Mr. Richmond has complete first-hand experience of asbestos regulatory compliance, bringing this knowledge to all asbestos related consulting projects.

Additionally, Mr. Richmond managed an AZ state certified analytical laboratory for a hazardous waste recycling facility. His environmental management responsibilities included the oversight of reportable: groundwater monitoring, stormwater and wastewater discharge sampling and analysis as well as PM10 air sampling and analysis.

List person’s job-related training and education:

B.S., Chemistry, St. Norbert College – De Pere, WI

EPA – AHERA Certified Building Inspector

EPA – AHERA Certified Contractor Supervisor

EPA – AHERA Certified Management Planner

EPA – AHERA Certified Project Designer

EPA – RRP: Lead Renovator

NIOSH 582 Certified – Phase Contrast Microscopy (PCM)

Consultant and Abatement Services

Department of Environmental Quality

15 Solicitation Attachments

6 Name: Betsy Miller How long with company? 5 years

Current position in company:

Technical Director Government Services

Southwest Operations Manager

Environmental Professional

How long in position? 25+ years

Position for the Services: Professional Level II How much of time will be dedicated to the Services?

50 %

What primary functions will be assigned?

Program manager for the contract; coordination of staff resources; contract compliance; and quality assurance/quality control.

Describe person’s experience in performing services like those that are to be assigned:

Betsy Miller has over 25 years of experience in the Arizona environmental and engineering consulting industry primarily focused on Arizona state, municipal, county and federal on-call contracts. She has conducted thousands of environmental assessments on properties ranging from large governmental, industrial, and commercial facilities, urban developed parcels, transportation corridors, and aviation facilities. Ms.

Miller has acted as the Senior Project and Contract Manager for multiple ADEQ contracts in addition to on-call contracts with Maricopa County, Arizona State Land Department, SRP, City of Phoenix, City of Phoenix Aviation, Intel, Chevron, ARCO, Texaco, US Postal

Service, US Air Force and Government Services Administration (GSA). Her work includes preparation of scopes of work for Phase I ESAs, Phase II ESAs, soil/groundwater/vapor investigations, remediation; asbestos/lead surveys; and, Hazardous Materials assessments. In addition, she acted as the point of contact for ADEQ Brownfields projects and attended project kick-off meetings with stakeholders and agency representatives. Ms. Miller will work closely with the assigned technical leads for each scope item.

Ms Miller conducted and managed over 200 Phase I and Phase II ESAs and

Asbestos/Lead projects for the City of Phoenix for light-rail, neighborhood services, Aviation, water services, and CNRP. Sites included street corridors, Verde Water

Treatment Plant, Cave Creek Golf Course & Landfill, industrial facilities, residential and commercial properties. Prepared a report and GIS database for the CNRP project which summarized environmental assessments conducted for the 780 sites in the CNRP.

Betsy has managed and prepared ADOT and Maricopa County Department of

Transportation Phase I ESAs and preliminary initial site assessments for over 100 project sites throughout Arizona, which included asbestos & lead-based paint surveys and

Phase II/III ESAs. Projects included ESAs for a 3-mile stretch of land proposed for freeway development, an 87-site summary for locations within the Phoenix metro area, and an intersection-improvement project for the City of Glendale. Identified areas with high risk for hazardous materials and recognized environmental conditions. Additional Phase I, II, and III assessments were conducted to evaluate recognized environmental conditions, including pesticide and petroleum contamination remediation.

List person’s job-related training and education:

Environmental Professional per ASTM/AAI

OSHA HAZWOPER 40 Hour/OSHA HAZWOPER 8-Hour Supervisor Training

Master of Science, Geology with minor concentrations in Geochemistry and

Geophysics, University of Texas at El Paso

Bachelor of Science, Geology, Southern Methodist University, Dallas, Texas

Betsy Miller

Consultant and Abatement Services

Department of Environmental Quality

16 Solicitation Attachments

Member: Environmental Professionals of Arizona

Consultant and Abatement Services

Department of Environmental Quality

17 Solicitation Attachments

7 Name: Trevor Brown How long with company? 2 years

Current position in company: Industrial Hygienist How long in position? 10 years

Position for the Services: Field Level III How much of time will be dedicated to the Services?

70 %

What primary functions will be assigned?

Asbestos Building Inspector and Asbestos Contractor Supervisor; lead paint assessment and abatement, mold assessment and abatement oversight.

Describe person’s experience in performing services like those that are to be assigned:

Mr. Brown’s current role as an Industrial Hygienist is focusing on Asbestos and Lead in the construction industry. Mr. Brown is responsible for the assessments of properties, relaying pertinent data regarding the presence of asbestos or lead on properties to be demolished or renovated, creation of reports identifying asbestos containing material

(ACM) and/or lead-based paint (LBP), providing third- party oversight for asbestos or lead abatement projects, assessing initial water intrusion events, assessing post mold remediation, assessing post bacterial remediation, due diligence screening, pre-demo screening, lead in drinking water, radon testing, methane testing, indoor air quality assessments, PCB caulk assessments, respirable crystalline silica.

Mr. Brown has completed multiple asbestos, lead and mold projects for the City of

Phoenix, Arizona Department of Transportation, Maricopa County, various school districts, Tucson Electric Power, SRP, St. Joseph’s Medical Center, Banner Health and

Phoenix Children’s Hospital.

List person’s job-related training and education:

AHERA Building Inspector

AHERA Management Planner

AHERA Contractor/Supervisor

EPA Lead Based Paint Inspector

NRPP Radon Measurement Professional

Consultant and Abatement Services

Department of Environmental Quality

18 Solicitation Attachments

The Offeror shall provide a Letter of Insurability from the Insurance Company as a proof that the Offeror currently possesses the required insurance as stated in Section 7.2 of the 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 - 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.

Typewriter

Betsy Miller

Supplemental insurance is attached to this document as Attachment 6

Attachment 7: Organization Profile

Consultant and Abatement Services

Department of Environmental Quality

19 Solicitation Attachments

Firm Name Partner Assessment Corporation dba Partner Engineering and Science, Inc.

Year established 2006

Principal address (street, city, state)

2154 Torrance Blvd, Torrance, CA 90501

Entity type: Corporation Structure: California S Corporation

Branch or Division: N/A Parent: Partner Assessment Corporation

Years of experience providing goods similar in type and quantity as required by this Solicitation. 15

Years of experience performing services similar in size and scope as required by this Solicitation. 15

Years the organization has conducted business in Arizona. 11

Contract Representatives to Contact

Name Title Telephone Number E-Mail Address

1. Betsy Miller

Technical Director &

Southwest Operations

Manager

C:602-618-5664

O:602-513-5791 bmiller@partneresi.com

2. Kathryn Peacock Principal 602-653-6114 kpeacock@partneresi.com

3. John Wharff Executive Director-West

Region/Principal 916-316-2531 jwharff@partneresi.com

Licenses/Certifications

Description Issuer Number Expiration

4. AZ Board of Technical Registration State of Arizona Board of

Technical Registration 22288 11/26/2022

5.

Registered Geologist & Prof.

Engineer– Matt Marcus, PE, RG

State of Arizona Board of

Technical Registration 52354 / 43546 05/30/2023

6.

Certified Industrial Hygienist – Ben

Jelin, PhD, CIH, CSP

Certified Industrial Hygienist

(CP11428)

CP11428 06/01/2023

7. W-9 Dept. of Treasury 20-8264379 01/01/2022

8. Asbestos / Lead EPA/AHERA - various

See staff resumes & attached certifications

Current

Capacity

Location Work Performed Number

Staff

Capacity (Percentage

(%) of staff available to perform the work as stated at that location)

9. Phoenix Asbestos, lead, mold, consulting services 42 100%

Attachment 7: Organization Profile

Consultant and Abatement Services

Department of Environmental Quality

20 Solicitation Attachments

10. Tucson Asbestos, lead, mold 2 75%

11. Torrance, CA / National Asbestos, lead, mold, consulting

300 industrial

Hygiene staff/

1,400 total consulting staff

100%

Attachment 8: Proposed Subcontractors

Consultant and Abatement Services

Department of Environmental Quality

21 Solicitation Attachments

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(s) of persons or companies you propose to use as subcontractors.

1. Fill in the information for every significant subcontractor – indicate the type of work the subcontractor will perform under the Contract, and their approximate percentage of the total Contract work.

2. Provide copies of relevant certifications each one possesses in the Attachment Supplements section.

3. Provide description of quality assurance methods and quality control measures that you will use to ensure that Subcontractor work meets the Contract requirements.

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

X YES, the Offeror will use the Subcontractors listed below:

Name and contact information Small

Business Work to be performed %

1. Eurofins No Laboratory testing 2

1. EMLab P&K No Laboratory testing 2

2. Name select

3. Name select

4. Name select

5. Name select

6. Name select

7. Name select

8. Name select

9. Name select

Attachment 9: Experience and Capacity Questionnaire

Consultant and Abatement Services

Department of Environmental Quality

22 Solicitation Attachments

THE STATE MAY DETERMINE YOUR PROPOSAL IS NON-RESPONSIVE IF YOU DO NOT ANSWER ALL

QUESTIONS FULLY.

The Offeror shall provide a narrative response to each question that demonstrates their understanding of the Scope of Work requirements and describes your company’s overall method of approach for providing the service stated in this solicitation. If there is a question that is not applicable to the services required by the Scope of Work, you may mark it N/A.

Experience and Capacity Questions:

Question 1: Company Profile

The Offeror must include a narrative description of its organization. The narrative must include the following:

1.1 Brief overview of business operations, with an emphasis on experience in regards to the scope of work.

1.2 Date established;

1.3 Ownership (public, partnership, subsidiary, etc.);

1.4 Location in which the Offeror is incorporated;

1.5 Address of “Main Office” (e.g. Corporate Headquarters and any satellite offices responsible for performance of proposed tasks;

1.6 Offeror's organizational chart relevant to the Contract, specifically identifying the key point of contact for all questions related to the submitted offer;

1.7 Full disclosure of any potential conflict of interest between the Offeror and any State employee who functions or has responsibilities in the review or approval of the undertaking or carrying out of the Contract;

1.8 A Statement of whether, in the last five (5) years, the Offeror has filed (or had filed against it) any bankruptcy or insolvency proceeding, whether voluntary or involuntary, or undergone the appointment of a receiver, trustee, or assignee for the benefit of creditors, and if so, an explanation providing relevant details and current status;

1.9 A Statement of whether there are any pending Securities Exchange Commission investigations involving the Offeror, and if such are pending or in progress, an explanation providing relevant details and an attached opinion of counsel as to whether the pending investigation(s) may impair the Offeror’s performance in a

Contract under this RFP;

1.10 A Statement documenting all open or pending litigation initiated by Offeror or where

Offeror is

A Statement documenting all open or pending litigation initiated by Offeror or where

Offeror is a defendant or party in any litigation with a Public sector client;

1.12 Full disclosure of any Public Sector contracts terminated for cause or convenience in the past five (5) years; and, Consultant and Abatement Services

Department of Environmental Quality

23 Solicitation Attachments

1.13 Full disclosure of any criminal or civil offense.

1.14 Offeror shall provide evidence of any Arizona-required business license to provide these services.

Offeror Response:

Response provided on following pages.

Question 2: Company Experience

A. What market(s) are your current clients primarily in?

B. What experience do you have serving clients within the State of Arizona?

C. What is the range in size of your current clients?

D. Provide two (2) examples that exhibit your experience with different types and sizes of Asbestos, Lead, and Mold Consultant and Abatement related services for clients?

E. How long have you provided goods/services to your longest tenured client?

F. With what relevant trade and/or professional associations are you involved? How does this participation give you an advantage over your competition?

G. Provide two (2) examples that exhibit your experience in identifying and inventorying lead service lines and plumbing materials for clients.

Question 3: Financial/Accounting Information

Offeror must provide evidence of financial stability and capability to fund all costs associated with providing the services throughout the term of the Contract. The latest two

(2) years audited annual financial statements including Total Revenue, Net Income, and

Total Assets must be submitted with the Offeror’s proposal. In addition to submitting copies of two years of financial statements, complete the table with data from the financial statements and balance sheet.

If audited financial data is unavailable, explain in full the reason, and provide the latest non-audited financial information to include Balance Sheet, Income Statement, as well as

Statements of Cash flows and Change in Financial Position. Include information to attest to the accuracy of the information provided.

Offeror shall provide information regarding any irregularities that were discovered in any accounts maintained by the Offeror on behalf of others. Describe the circumstances and disposition of the irregularities.

Offeror must utilize Attachment 9: Experience and Capacity Questionnaire-Supplement

Financial Questionnaire to provide Financial/Accounting information requested above and submit

Betsy Miller Typewriter Attachment 9: Experience and capacity questionnaire- supplement financial questionnaire is uploaded to APP as separate confidential document.

Attachment 9 Arizona Statewide Asbestos, Lead, and Mold Consultant Services

Solicitation: BPM004287

P a g e | 1

Attachment 9: Partner Engineering and Science, Inc.

Experience and Capacity

1.1 COMPANY PROFILE

Our specific experience with municipal clients includes some of the largest cities in the United States. Partner’s professionals are ready to share with the Arizona

Department of Environmental Quality (ADEQ) a combination of our asbestos and lead technical expertise and an understanding of your business. Partner currently holds this contract with ADEQ and has provided asbestos and lead services to various Arizona agencies and school districts. Our specific experience includes asbestos inspections and management planning by our large local and national team of industrial hygienists and certified asbestos consultants.

Industrial Hygiene, Asbestos, Lead, and Mold Practice Group

At Partner, we have a dedicated national Asbestos, Lead, Mold, and

Industrial Hygiene (IH) practice group . This group focuses on providing consulting services to cities, counties, schools, universities, hospitals, states, federal government, banks, and private businesses. We are comprised of industry experts including environmental professionals and engineers with decades of experience specifically related to government projects. The depth and breadth of this experience allows our IH group to consult and evaluate your unique risk tolerance, protecting your interests from environmental liabilities and losses.

Since 2017, Partner has held this contract with the ADEQ for asbestos, lead, and mold services. As a result, we are well versed with the state’s processes, which allows us to hit the ground running—saving you time and money.

With 1,400 full-time employees in more than 40 offices, we had a 2021 annual gross revenue of $290M. With

42 staff, our robust regional office in

Phoenix, AZ allows for immediate and

24/7 response to your projects. We are familiar with working for the ADEQ and many of the state’s agencies and understand how to coordinate access for projects, required background screening, and manage regulatory requirements.

Arizona-based expertise Partner provides strong Arizona-based expertise in assessment of indoor environments (IAQ): asbestos surveys;

inspections; abatement specification-oversight; building science applications such as thermography and water intrusion/mold cause and origin studies; environmental data collection; and evaluating workplace health and safety conditions and practices. We ensure the proper storage, Partner has longstanding relationships with some of the nation’s largest government entities, banks, developers, and corporations:

• Arizona Department of Environmental Quality (ADEQ) Asbestos/Lead

• ADEQ Brownfields

• ADEQ Site Assessment

• AZDOT

• Arizona State Land Dept.

• Banner Health

• Bank of America

• Bank of the West

• Bureau of Land Management

• Bureau of Reclamation

• City of Chandler

• City of Los Angeles

• City of Long Beach

• City of Phoenix

• City of Sacramento

• Dignity Health

• FDIC

• General Dynamics

• GSA

• HUD

• JP Morgan Chase

• Maricopa County

• McDonalds Corp.

• NASA

• Phoenix Children’s Hospital

• US Postal Service

• US Air Force

• Wells Fargo

Partner

Industrial Hygiene Numbers

✓ Certified Industrial Hygienists

✓ Over 300 Asbestos Building

Inspectors

✓ Large Local IH/ACM Team

✓ IH Projects in AZ since 2020:

• > 2,000 projects

• > $3.5M in fees

Solicitation: BPM004287

P a g e | 2 transportation, and disposal of wastes in accordance with all applicable requirements. Partner has the qualifications and experience to provide a full range of IH and consulting services in response to this contract, including:

✓ Asbestos, Lead Paint and Mold Surveys

✓ Housing and Urban Development (HUD)

✓ Testing (onsite and laboratory)

✓ Air Monitoring

✓ Abatement Oversight

✓ Contractor Management and Performance, Final Clearance, and Reporting

✓ Management Plan, Specification, CADD

Drawings

✓ Provide Final Reports

✓ QA Supervisors – Licenses per 40 CFR 763, Inspector, Management Planner, Contractor/Supervisor, and Project

Designer

✓ Public Housing Authorities

Partner provides technical assistance in the preparation of HUD environmental review records to the public housing authorities and responsible entities throughout the United States including asbestos screening, Operations and

Maintenance (O&M) plans, radon, lead-based paint (LBP), mold, IAQ, geotechnical inspections, roofing, health and safety compliance, and energy studies.

Partner’s team offers:

✓ Extensive Phoenix experience conducting asbestos and lead paint projects for School Districts, Arizona

Department of Transportation (ADOT), ADEQ, Banner Health, Bureau of Reclamation, Dignity Health, and

City of Phoenix.

✓ Leading provider of Phase I Environmental Site Assessments (ESAs) in Arizona and nationally.

✓ Depth and breadth of experienced asbestos and IH professionals located in Phoenix.

✓ ADEQ, City of Phoenix, State of Arizona, Maricopa County, Maricopa County Community College District, and United States Postal Service contracts for asbestos/lead and environmental consulting services.

Partner can meet the insurance requirements for this contract and acknowledges all addendums. Our Phoenix staff have AHERA certifications for asbestos and are EPA Lead Risk Assessors and Lead Inspectors. Partner has uniquely differentiated services with an extensive technical staff, including Environmental Professionals (EPs), Professional

Geologists (PGs), Professional Engineers (PEs), Certified Industrial Hygienists (CIHs), Industrial Hygienists…

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