CTR055987_Amendment_14_-_Addtl_Personnel.pdf

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Attached to
Master Agreement AZ|CTR055987
Contract number
CTR055987
Issued by
Arizona

About this file

This document is a Contract Amendment (Amendment No. 14) between the Arizona Department of Environmental Quality (ADEQ) and Weston Solutions, Inc., pertaining to the Statewide Assessment and Remediation of Hazardous or Regulated Substances or Materials contract (Contract No. CTR055987). The amendment is a unilateral acknowledgement of an approved contractor change request, executed on October 3rd, 2023, in Phoenix, Arizona.

The amendment specifically approves the addition of Dana Taylor to the contractor's authorized personnel list, with Taylor designated as a Support Level III Financial Coordinator and Cost Controls professional. Taylor will be responsible for assisting with financial management, project administrative duties, and cost tracking, dedicating approximately 10% of her time to the services. With 16 years of experience at Weston Solutions and a B.S. in Accounting from Arizona State University, Taylor brings extensive expertise in financial analysis, project coordination, and administrative support for government agency projects, including previous work with ADEQ, USACE, EPA, and other local and state government agencies.

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Form approved by CPO, Rev. 12-18-2018

CONTRACT

AMENDMENT

CONTRACT NO.: CTR055987

AMENDMENT NO.: 14

TITLE: Statewide Assessment and Remediation of Hazardous or Regulated Substances or Materials

CONTRACTOR: Weston Solutions, Inc.

ADEQ PROCUREMENT

1110 W. Washington Street

Phoenix, AZ 85007

602-771- 4776

THE PURPOSE OF THIS AMENDMENT IS TO:

1. Additional Personnel have been approved under this contract:

▪ Dana Taylor Support Level III

2. All other Terms and Conditions remain unchanged.

THE ABOVE REFERENCED AMENDMENT IS A

UNILATERAL ACKNOWLEDGEMENT OF

CONTRACTOR’S APPROVED CHANGE

REQUEST.

ARIZONA DEPARTMENT OF ENVIRONMENTAL QUALITY

The above referenced Amendment is hereby executed this 3rd day of

October, 2023 at Phoenix, Arizona.

Patricia Lorenzen

Procurement Officer

Available online at Arizona Procurement Portal (APP) eProcurement System https://app.az.gov https://app.az.gov/

Weston Solutions, Inc.

950 West Elliot Road, Suite 218

Tempe, AZ 85284

480-477-4900 Fax: 480-477-4901

WestonSolutions.com

Information contained herein is the property of and is proprietary to Weston Solutions, Inc. and shall not be reproduced, disclosed, or used except for evaluation purposes without the written permission of Weston Solutions, Inc.

September 28, 2023

Patricia Lorenzen, CPPB

Senior Procurement Specialist

Arizona Department of Environmental Quality

1110 W. Washington St.

Phoenix, AZ 85007

Subject: Contractor Number: CTR055987

Contract Name: SW Assessment and Remediation of Hazardous or Regulated Substances or Materials

Dear Ms. Lorenzen:

Weston Solutions, Inc. (Weston) is excited to support ADEQ on this extremely important project for completing several new Task Orders. We are requesting to add the following Weston staff to our authorized contractor personnel list:

• Dana Taylor (Support Level III)

The reume for Ms. Taylor is attached to this letter and presented in the format originally requested via the contract proposal submitted in May of 2021.

Weston is eager to support ADEQ on this important project and looks forward to working closely with ADEQ to meet the needs of this TO. Should you have any questions regarding our proposal, please contact me at (602) 881-

0269 or by email at R.Logsdon@WestonSolutions.com.

Very truly yours, Rick Logsdon, R.G.

Program Manager mailto:R.Logsdon@WestonSolutions.com

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 proposed to be involved in carrying out the Work. 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: Dana Taylor How long with company? 16 years

Current position in company:

Senior Cost Controller and Financial

Coordinator How long in position? 15 years

Position for the Services:

Financial Coordinator and Cost

Controls (Support Level III) How much of time will be dedicated to the Services?

10 %

What primary functions will be assigned?

Assist with financial management and tracking on TO, as needed. Perform order entry; project duties, finalize invoices; set up and close accounts; work with project management team; project administrative duties, and post daily financial needs of the project for the Project Manager.

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

More than 20 years of experience assisting in the preparation of the weekly, monthly, quarterly, and annual Organization Unit/Divisional Income Analysis.

Prepares miscellaneous financial analysis and/or reports requested by Division

Management. Conducts project administrative duties. Ensures profit planning, forecasting, backlog, AFE, and income analysis formats are consistent with division organizational structure and goals. Provides schedule for monthly internal division reporting requirements. See Attachment 3-B Supplement – Taylor Financial

Coordinator and Cost Controls for specific and related project experience.

List person’s job-related training and education:

Education: B.S., Accounting - Arizona State University (2004)

Resume: Attachment 3-B Supplement – Taylor_ Financial Coordinator and Cost Controls

ADEQ – Statewide Assessment and Remediation of Hazardous or Regulated Substances or Materials / BPM003359

Attachment 3-B Supplement –Taylor_ Financial Coordinator and Cost Controls

Information contained herein is the property of and is proprietary to Weston Solutions, Inc. and shall not be reproduced, disclosed, or used except for evaluation purposes without the written permission of Weston Solutions, Inc.

Dana Taylor – Financial Coordinator and Cost Controls

Related experience with large, local, state, or federal government agencies: Prepares miscellaneous financial analysis and/or reports requested by Division Management. Conducts project-related administrative tasks. Prepares invoices and tracks projects for clients such as ADEQ, USACE, USPS, EPA, and local state, county, and city government agencies across the nation.

Relevant Project Experience to Demonstrate Competence in Areas of Expertise:

Project Financial Coordinator, Vouchering Projects, Multiple Locations, ADEQ. Processed payments for ADEQ under the Statewide Pollutants Contract for ADEQ and the AZ Army National Guard, entered costs by purchase order, work order, and account numbers and documented recorded history of payments.

Project Financial Coordinator and Cost Controls, EPA Region 9, START Contract, California

Wildfire Response Processing, ADEQ. Conducted cost tracking for response project with over 100 people deployed to ensure accuracy of cost tracking and timely billing for a cost-plus-fixed-fee contract.

Project Financial Coordinator, Invoice Creation and Submittal, City of Goodyear Brownfield

Remediation and Redevelopment Project. Performed cost tracking, editing, and formatting of invoices.

Project Financial Coordinator, Multiple Safety Reporting Projects, Multiple Locations, Multiple

USACE Districts. Submitted invoices and exposure hour reports to USACE. Recording injuries by time and description for various government projects.

CTR055987 Amendment 14 - Addtl Personnel.pdf
Weston_Solutions_CTR055987_Personnel Request_09282023.pdf

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