Tetra Tech BPM003500_Required_Offer_Forms.pdf

PDF 601 KB Posted

Attached to
Master Agreement AZ|CTR056545
Contract number
CTR056545
Issued by
Arizona

About this file

This document is a solicitation for a state contract from the Arizona Department of Environmental Quality (ADEQ) for Water Quality Sampling and Monitoring services. The primary offeror is Tetra Tech, Inc., a corporation established in 1966 with extensive environmental and engineering experience across multiple states including Arizona, California, and Colorado. The solicitation includes multiple attachments covering organizational profile, insurance, confidentiality, conformance statements, and other required documentation for the bidding process.

Tetra Tech is proposing to provide comprehensive environmental services including UST removals, mine closures, drilling and well installations, soil and groundwater sampling, surface water sampling, soil vapor assessments, remedial design and system installation, environmental planning, and various engineering services. The company offers a prompt payment discount of 0.5% if payment is issued within seven calendar days and proposes additional volume-based labor discounts ranging from 1-3% depending on annual labor billings. The proposed work will cover multiple locations, with primary operational capacities in Phoenix and Tucson, Arizona, and additional capabilities in Irvine, California, and locations in Colorado. The company has a global workforce of 20,000 staff across 450 locations worldwide, with expertise in water, infrastructure, environment, energy, and natural resources.

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

SECTION 3-B: Offer Forms Page 1 of 16 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 .. OFFER CHECKLIST

Template version 7.0 (28-JAN-2020)

SECTION 3-B: Offer Forms Page 2 of 16 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 Tetra Tech, Inc. Year established 1966

Principal address (street, city, state)

3822 East University Drive, Phoenix, AZ 85034

Entity type: Corporation Structure: C

Branch or Division: Yes Parent: No

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

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

Years the organization has conducted business in Arizona. 1979

Contract Representatives to Contact

Name Title Telephone Number E-Mail Address

1. Mekaela Bennett Project Manager 520-878-8667 Mekaela.Bennett@tetratech.com

2. Ryan Mitchell Operations Manager

602-603-7356 Ryan.Mitchell1@tetratech.com

3. Michelle Park Contract Administrator

412-921-4011 Michelle.Park@tetratech.com

Licenses/Certifications

Description Issuer Number Expiration

1. Branch Registration Arizona Board of Technical Registration

10328-3 1/13/2022

2. Branch Registration Arizona Board of Technical Registration

10328-13 8/31/2021

3.

General Engineering License

Arizona Registrar of Contractors

137547-A 8/31/2022

4.

Certificate of Good Standing

Arizona Corporation Commission

N/A

SECTION 3-B: Offer Forms Page 3 of 16 3

Capacity

Location Work Performed Number Staff

Percentage of Capacity

1. Phoenix, Arizona

UST removals; mine closures, drilling and well installation; soil and groundwater sampling;

surface water sampling and stream chemistry sampling; soil vapor assessments; Phase I assessments; remedial design, remedial system installation; remedial system operation and maintenance;

environmental planning;

civil engineering; landfill operation monitoring;

air permitting; reporting

Phoenix, Arizona

UST removals; mine closures, drilling and well installation;

soil and groundwater sampling; soil vapor assessments; Phase I assessments; remedial design, remedial system installation; remedial system operation and maintenance;

environmental planning; civil engineering; landfill operation monitoring; air permitting; reporting

2. Tucson, Arizona

UST removals; mine closures; drilling and well installations; soil vapor assessments;

stormwater sampling and inspections; mine engineering; hydraulic engineering; landfill design; landfill operation monitoring; air permitting; biological assessments;

environmental clearances; jurisdictional delineations; reporting

Tucson, Arizona

UST removals; mine closures; drilling and well installations; soil vapor assessments; stormwater sampling and inspections;

mine engineering; hydraulic engineering; landfill design;

landfill operation monitoring; air permitting;

biological assessments;

environmental clearances;

jurisdictional delineations;

reporting

3. Irvine, California

Drilling and well installation; soil and groundwater sampling;

soil vapor assessments;

Phase I assessments;

remedial system design;

remedial system installation; remedial system operation and maintenance; reporting

Irvine, California

Drilling and well installation;

soil and groundwater sampling; soil vapor assessments; Phase I assessments; remedial system design; remedial system installation; remedial system operation and maintenance; reporting

4.

Superior and Golden, Colorado

Mine closure and reclamation; geophysical investigations and interpretation; resource

Superior and

Mine closure and reclamation; geophysical investigations and interpretation; resource

SECTION 3-B: Offer Forms Page 4 of 16 3 geology; mine engineering; civil, geotechnical, and water resources engineering;

drilling and well installation; soil and groundwater sampling;

surface water sampling and stream chemistry sampling; soil vapor assessments; risk assessments;

groundwater modeling;

remedial design;

remedial system installation; remedial system operation and maintenance.

Golden, Colorado geology; mine engineering;

civil, geotechnical, and water resources engineering;

drilling and well installation;

soil and groundwater sampling; soil vapor assessments; risk assessments; groundwater modeling; remedial design;

remedial system installation;

remedial system operation and maintenance.

5.

450 other locations worldwide

80 disciplines of engineers, scientists, and support staff to provide full range of expertise in five core service areas including water, infrastructure, the environment, energy, and natural resources.

20,000 <1%

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

1 None x x x

End of Attachment 2-B

SECTION 3-B: Offer Forms Page 5 of 16 3

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:

XX 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.

Indicate which of the following statements applies to this Contract:

SECTION 3-B: Offer Forms Page 6 of 16 3

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.

Tetra Tech, Inc.

Company Name Signature of Person Authorized to Sign

3822 East University Drive, Suite 3 Mekaela Bennett

Address

Phoenix, Arizona 85034

Printed Name

Project Manager

City State Zip Title

End of Attachment 3-D

SECTION 3-B: Offer Forms Page 7 of 16 3

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 _0.5_% IF ADEQ PAYMENT ISSUANCE DATE TO CONTRACTOR IS WITHIN SEVEN (7) CALENDAR

DAYS FROM ADEQ’S RECEIPT OF INVOICE.

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

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

Tetra Tech developed its billing rates based on an evaluation of the anticipated mix of staff at different labor classifications and through review of actual staff distributions for ADEQ projects during the past year.

Individual billing rates were developed based on actual hourly salary rates, burdened to account for overhead costs, then evaluation withing the context of a typical ADEQ project to model projected overall project profit margins. Final rates were established, based on this model and an evaluation of pricing for equivalent services, to achieve the best pricing for this offer.

In addition to the discount for early payment indicated above, Tetra Tech offers the following work volume discount to ADEQ based on the annual labor billings received by our company:

SECTION 3-B: Offer Forms Page 8 of 16 3

• $1M - $2M in labor billings: 1% labor discount

• $2M – 3M in labor billings: 2% labor discount

• >$3M in labor billings: 3% labor discount

Discount is based on labor billings within the ADEQ fiscal year (July 1 – June 20). Discount applies to future labor billings once the threshold has been reached (i.e., not retroactive).

End of Attachment 4

SECTION 3-B: Offer Forms Page 9 of 16 3

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.

Tetra Tech, Inc.

Offeror Company Name Signature of Authorized Person

3822 East University Drive, Suite 3 Mekaela Bennett

Address Printed Name

Phoenix, AZ 85034 Project Manager

City State Zip Title

End of Attachment 5-A

SECTION 3-B: Offer Forms Page 10 of 16 3

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.

SECTION 3-B: Offer Forms Page 11 of 16 3

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 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-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.

SECTION 3-B: Offer Forms Page 12 of 16 3

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 None Taken x

SECTION 3-B: Offer Forms Page 13 of 16 3

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

SECTION 3-B: Offer Forms Page 14 of 16 3

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 x No proposed changes to the Special Terms and Conditions x

Article/ or Appendix Reference Proposed Changes / Alternate Language

RFP Language (Copy and Paste from Solicitation)

Section 2-D: Uniform Terms & Conditions x No proposed changes to Uniform Terms and Conditions x

End of Attachment 5-B

SECTION 3-B: Offer Forms Page 15 of 16 3

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

Aon Risk Insurance Services West, Inc.

707 Wilshire Boulevard, Suite 2600 • Los Angeles, California 90017 • tel: (213) 630-3200 • fax (847) 953-4529

License No. 0530733

Aon Risk Insurance Services West, Inc.

Construction Services Group

July 7, 2021

Arizona Department of Environmental Quality 1110 W. Washington Street Phoenix, AZ 85007

REF: Tetra Tech, Inc. – Letter of Insurability - Attachment 5 –C Supplement Insurance RFP – Solicitation No. BPM003500 Description: Water Quality Sampling and Monitoring

To Whom It May Concern:

We are the insurance broker for Tetra Tech, Inc. This letter is to confirm that Tetra Tech (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 with following notations:

1) Notice of Cancellation Requirement – can provide 30 days prior written notice of cancellation to the State of Arizona (except 10 days for non-payment of premium).

2) Contractor’s Pollution Liability – is written on a claims-made basis. Retroactive Date:

Full Prior Acts.

Sincerely, Ryan Morrissey Account Executive

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

REQUEST FOR PROPOSAL

SOLICITATION AMENDMENT

SOLICITATION NO.: BPM003500 Water Quality Sampling and Monitoring

AMENDMENT NO.: 01

ADEQ PROCUREMENT

1110 W. Washington Street

Phoenix, AZ 85007

THE PURPOSE OF THIS AMENDMENT IS TO: Correct the following

1. Scope of Work, Page 9, Section 6.3.1

Travel to the site and hiking distances can vary. From Phoenix sites can be anywhere from 1.5 hours to 6 hours away. Boating to sites is generally limited to under one hour one way.

Replace Boating with Hiking.

IN ACCORDANCE WITH INSTRUCTIONS TO

OFFERORS, ITEM 4.5, ACKNOWLEDGEMENT OF

SOLICITATION AMENDMENTS; THE ABOVE

REFERENCED SOLICITATION AMENDMENT SHALL

BE ACKNOWLEDGED ELECTRONICALLY, VIA APP,

PRIOR TO THE SOLICITATION DUE DATE AND TIME.

Acknowledged By:

X________________________________________________

Signature

The above referenced Solicitation Amendment is hereby executed this 23rd day of June, 2021 at Phoenix, Arizona.

Patricia Lorenzen

Procurement Officer

Email Address: Lorenzen.patricia@azdeq.gov

SECTION 3-B: Offer Forms Page 16 of 16 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

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

File details come from the government source that posted it. Updated .