Harris_Environmental_BPM003500_Required_Offer_Forms.pdf

PART 3 of the Solicitation Documents Template version 7.0 (28-JAN-2020)

SECTION 3-B: Offer Forms Page 1 of 13 3

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Harris Environmental Group, Inc.

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 Harris Environmental Group, Inc. Year established 1994

Principal address (street, city, state) 650 North 6th Ave Tucson, AZ 85705

Entity type: Corporation Structure: S-Corp

Branch or Division: Corporate Office Parent: Non-applicable

Years of experience providing goods similar in type and quantity as required by this Solicitation. 27

Years of experience performing services similar in size and scope as required by this Solicitation. 27

Years the organization has conducted business in Arizona. 27

Contract Representatives to Contact

Name Title Telephone Number E-Mail Address

1. Lisa Harris, Ph.D. President 520-628-7648 Lharris@heg-inc.com

2. Sherrie Turner Contract Representative 520-628-7648 sturner@heg-inc.com

3. x x x x

Licenses/Certifications

Description Issuer Number Expiration

1. Arizona Board of Technical Registrations State of Arizona Non-Applicable Non-

Applicable

2. Arizona Corporate Commission Certificate of Good Standing State of Arizona 1356154 Non-

Applicable

3. City of Tucson Business License City of Tucson 1101677 12/31/2018

Capacity

Location Work Performed Number Staff Percentage of Capacity

1. Tucson, AZ Environmental Services 32 40% available

2. Portland, OR Environmental Services 6 30% available

3. Tacoma, WA Environmental Services 13 25% available

4. Las Cruces, NM Environmental Services 12 22% available https://procure.az.gov/bso/

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Harris Environmental Group, Inc.

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

5. None x x x

End of Attachment 2-B

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Harris Environmental Group, Inc.

Attachment 3-D Boycott of Israel Disclosure

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:

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.

Exempt Solicitation, Contract, or Contractor.

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Harris Environmental Group, Inc.

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.

Company Name

Signature of Person Authorized to Sign

Address

Printed Name

City State Zip Title

End of Attachment 3-D

Harris Environmental Group, Inc.

650 North 6th Avenue

Tucson AZ 85705

Lisa Harris

President

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Harris Environmental Group, Inc.

Attachment 4 Pricing Instructions

1. The following WORD document has been provided for Offeror’s completion and submission - titled as follows:

Attachment 1_PRICING SHEET

AND

Important Note - Offeror must also 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.

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.

End of Attachment 4

CORPORATE OFFICE:

650 N 6TH AVE · TUCSON · ARIZONA · 85705

PHONE 520·628·7648 FAX 520·628·1458

WWW.HEG-INC.COM

TOLL FREE 877·623·4384

LAS CRUCES · NM · 575·339·2193

PORTLAND · OR · 971·888·7566

TACOMA · WA ·253·533·7760

Attachment 2-C

FINANCIAL QUESTIONNAIRE

Financial/Accounting Information (This question may be a marked as confidential)

You must be able to substantiate your financial stability to State’s satisfaction as a precondition of any contract award.

Offeror shall complete the gray cells in the following table.

Dollars entered in thousands

Parameters Net Sales 4,827,000

Operating Income 922,000 Balance Sheet

Total Current Assets 1,801,000 Total Assets 1,923,000

Total Current Liabilities 933,000 Total Liabilities 933,000

Retained Earnings 1,242,000 Market Value of Equity 990,000 http://www.heg-inc.com/

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Harris Environmental Group, Inc.

Attachment 5-A Confidential Information Designation

All materials submitted as part of a response to a solicitation are subject to Arizona public records law and will be disclosed if there is an appropriate public records request at the time of or after the award of the contract.

Recognizing there may be materials included in a solicitation response that are proprietary or a trade secret, a process is set out in A.A.C. R2-7-103 (copy attached) that will allow qualifying materials to be designated as confidential and excluded from disclosure. For purposes of this process the definition of “trade secret” will be the same as that set out in A.A.C. R2-7-101(52).

Complete this form return it with your Offer along with the appropriate supporting information to assist State in making its determination as to whether any of the materials submitted as part of your Offer should be designated confidential because the material is proprietary or a trade secret and therefore not subject to disclosure.

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

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

This response DOES NOT contain proprietary or trade secret information. I understand that my entire response will become public record in accordance with A.A.C. R2-7-C317.

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

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

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

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

NOTE: Failure to attach an explanation may result in a determination that the information does not meet the statutory trade secret definition. All information that does not meet the definition of trade secret as defined by A.A.C. R2-7- 101(52) will become public in accordance with A.A.C. R2-7-C317. State may make its own determination on materials in accordance with A.A.C. R2-7-103.

If State agrees with Offeror’s designation of trade secret or confidentiality and the determination is challenged, the undersigned hereby agrees to cooperate and support the defense of the determination with all interested parties, including legal counsel or other necessary assistance.

By submitting this response, Offeror agrees that the entire Offer, including confidential, trade secret and proprietary information may be shared with an evaluation committee and technical advisors during the evaluation process.

Offeror agrees to indemnify and hold State, its agents and employees, harmless from any claims or causes of action relating to State’s withholding of information based upon reliance on the above representations, including the payment of all costs and attorney fees incurred by State in defending such an action.

x Offeror Company Name Signature of Authorized Person x x

Address Printed Name x x

City State Zip Title

End of Attachment 5-A

Harris Environmental Group, Inc.

650 North 6th Avenue

Tucson AZ 85705

Lisa Harris

President

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Harris Environmental Group, Inc.

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

PROVIDED FOR REFERENCE ONLY

A. If a person wants to assert that a person's offer, specification, or protest contains a trade secret or other proprietary information, a person shall include with the submission a statement supporting this assertion. A person shall clearly designate any trade secret and other proprietary information, using the term "confidential". Contract terms and conditions, pricing, and information generally available to the public are not considered confidential information under this Section.

B. Until a final determination is made under subsection (C), an agency chief procurement officer shall not disclose information designated as confidential under subsection (A) except to those individuals deemed by an agency chief procurement officer to have a legitimate state interest.

C. Upon receipt of a submission, an agency chief procurement officer shall make one of the following written determinations:

1. The designated information is confidential and the agency chief procurement officer shall not disclose the information except to those individuals deemed by the agency chief procurement officer to have a legitimate state interest;

2. The designated information is not confidential; or

3. Additional information is required before a final confidentiality determination can be made.

D. If an agency chief procurement officer determines that information submitted is not confidential, a person who made the submission shall be notified in writing. The notice shall include a time period for requesting a review of the determination by the state procurement administrator.

E. An agency chief procurement officer may release information designated as confidential under subsection (A) if:

1. A request for review is not received by the state procurement administrator within the time period specified in the notice; or

2. The state procurement administrator, after review, makes a written determination that the designated information is not confidential.

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Attachment 5-B Conformance Statements

(When taking exceptions, Attachment 5-B and supplements must be uploaded as a separate word doc. file titled “Attachment 5-B”.)

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:

(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-B Supplement 1.

CONFORMANCE TO THE SCOPE AND PRICING DOCUMENTS:

(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 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-B 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-B Supplement 3.

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ATTACHMENT 5-B Supplement No. 1:

Exceptions to Instructions

Article / Paragraph or Exhibit Reference Proposed Changes / Alternate Language

RFP Language (Copy and Paste from Solicitation)

Section 3-A: Instructions to Offerors x X Exception: Non-Applicable

X Rationale:

x

Company Name Signature of Person Authorized to Sign

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ATTACHMENT 5-B Supplement No. 2:

Exceptions to Scope of Work and Pricing

Article / or Exhibit Reference Proposed Changes / Alternate Language

RFP Language (Copy and Paste from Solicitation)

Section 2-A: Scope of Work

Section 2-B: Pricing Document

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ATTACHMENT 5-B Supplement No. 3:

Exceptions to Contract Terms & Conditions

Article/ or Exhibit Reference Proposed Changes / Alternate Language

RFP Language (Copy and Paste from Solicitation)

Section 2-C: Special Terms & Conditions

Article/ or Appendix Reference Proposed Changes / Alternate Language

RFP Language (Copy and Paste from Solicitation)

Section 2-D: Uniform Terms & Conditions

Rationale:

End of Attachment 5-B

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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

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Attachment 5-D 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-E: 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: Offer Checklist YES no

End of Attachment 5-D

End of Part 3