WERK_SOQ_On-Call_Architectural_and_Landscape_Architectural_Services.pdf

REQUEST FOR QUALIFICATIONS

Attachments/Response Forms

Solicitation No. BPM006827 Description:

ON-CALL ARCHITECTURAL AND

LANDSCAPE ARCHITECTURAL SERVICES

Arizona Department of Administration

General Services Division 1400 W Washington St., Ste. B200

Phoenix, AZ 85007

Available online at: appstate.az.gov Page 1 of 2 (instructions)

Attachments for BPM006827 ON-CALL ARCHITECTURAL AND LANDSCAPE ARCHITECTURAL SERVICES contains the forms that are to be submitted as part of the Offer when responding to this Solicitation. Unless stated otherwise, all pre-printed forms provided in this document shall be completed using the document provided according to the instructions as stated in the solicitation.

OFFERORS ARE STRONGLY ENCOURAGED TO CAREFULLY READ THE SOLICITATION BEFORE

COMPLETING THESE FORMS AND SUBMITTING THE OFFER.

OFFEROR MAY SUBMIT MORE THAN ONE PROPOSAL. PLEASE INDICATE WHICH ARCHITECTURAL

DISCIPLINE YOUR PROPOSAL IS BEING SUBMITTED FOR. (e.g. ARCHITECTURAL OR LANDSCAPE

ARCHITECTURAL). UP TO 10 CONTRACTS CAN BE AWARDED FOR EACH DISCIPLINE.

ATTACHMENT 1: OFFER AND ACCEPTANCE FORM 2

ATTACHMENT 2-A: OFFEROR INFORMATION QUESTIONNAIRE 3

ATTACHMENT 2-B: EXPERIENCE AND ORGANIZATIONAL PROFILE 4

ATTACHMENT 3-A: METHOD PROPOSAL 5

ATTACHMENT 3-B: KEY PERSONNEL PROPOSAL 7

KEY PERSONNEL RESUMES 8

ATTACHMENT 3-D: BOYCOTT OF ISRAEL DISCLOSURE 9

ATTACHMENT 3-E: FORCED LABOR OF ETHNIC UYGHURS BAN 10

ATTACHMENT 5-A: CONFIDENTIAL INFORMATION DESIGNATION 11

COPY OF A.A.C. R2-7-103 [CONFIDENTIAL INFORMATION] 12

ATTACHMENT 5-B: CONFORMANCE STATEMENTS 13

ATTACHMENT 5-B1: CONFORMANCE STATEMENTS SUPPLEMENT 1 14

ATTACHMENT 5-B2: CONFORMANCE STATEMENTS SUPPLEMENT 2 15

ATTACHMENT 5-B3: CONFORMANCE STATEMENTS SUPPLEMENT 3 16

APP Step-By-Step Guides and Quick Reference Guides are accessible on the APP website https://appstate.az.gov. Technical inquiries about submitting your offer in APP should be submitted to the APP Help Desk by phone at (602) 542-7600, option 1, or by email at app@azdoa.gov https://appstate.az.gov/ https://appstate.az.gov/ mailto:app@azdoa.gov

Solicitation No. BPM006827 Description:

ON-CALL ARCHITECTURAL AND

LANDSCAPE ARCHITECTURAL SERVICES

Arizona Department of Administration

General Services Division 1400 W Washington St., Ste. B200

Phoenix, AZ 85007

Available online at: appstate.az.gov Page 2 of 2 (instructions)

Persons with a disability may request a reasonable accommodation, such as a sign language interpreter, by contacting the appropriate Procurement Agency. Requests should be made as early as possible to allow time to arrange the accommodation. A person requiring special accommodations may contact the solicitation contact person responsible for this procurement as identified above.

Solicitation No. BPM006827 Description:

ON-CALL ARCHITECTURAL AND

LANDSCAPE ARCHITECTURAL SERVICES

Arizona Department of Administration

General Services Division 1400 W Washington St., Ste. B200

Phoenix, AZ 85007

Available online at: appstate.az.gov Page 1 of 29

ATTACHMENT 1: OFFER AND ACCEPTANCE FORM

OFFER

TO THE STATE OF ARIZONA:

The Undersigned hereby offers and agrees to furnish the material, service and/or construction in compliance with all terms, conditions, specifications and amendments in the Solicitation and any written exceptions in the offer. Signature also certifies Small Business status if checked below (No. 4).

Company Name Signature of person authorized to sign

Address Printed name and title

City, State, ZIP Contact email address

Unique Entity ID (SAM #) ROC #(s)

Federal Tax Identifier (EIN or SSN) State Tax Identifier

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

1. The submission of the Offer did not involve collusion or other anticompetitive practices.

2. The Offeror shall not discriminate against any employee or applicant for employment in violation of Federal

Executive Order 11246, State Executive Order 2009-9 or A.R.S. §§ 41−1461 through 1465.

3. The Offeror 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 shall result in rejection of the offer. Signing the offer with a false statement shall void the offer, any resulting contract and may be subject to legal remedies provided by law.

4. The Offeror certifies that the above referenced organization _X_ IS/ ___ IS NOT a small business with less than 100 employees or has gross revenues of $4 million or less in prior FY.

ACCEPTANCE OF OFFER (To be filled out by Procurement Manager)

The Offer is hereby accepted.

The Contractor is now bound to sell the materials or services listed by the attached contract and based upon the solicitation, including all terms, conditions, specifications, amendments, etc., and the Contractor’s Offer as accepted by the State.

This Contract shall henceforth be referred to as Contract No._________________________________.

The effective date of the Contract is ____________________________________________________.

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

State of Arizona Awarded this _____day of__________________2024

Procurement Officer:___________________________________________

Contact Phone Number (Office) Contact Phone Number (Mobile)

WERK, LLC dba WERK | urban design

7520 E 2nd St, Ste 1004

Scottsdale, AZ 85251

602-429-9922 ext 700

DYJ8JLKX69A1

81-3599941

Jesse Westad - Principal / Owner jesse@werkurbandesign.com

520-249-7234

Available online at: appstate.az.gov Page 2 of 29

Attachments/Response Forms

Solicitation No. BPM006827 Description:

ON-CALL ARCHITECTURAL AND

LANDSCAPE ARCHITECTURAL SERVICES

Arizona Department of Administration

General Services Division 1400 W Washington St., Ste. B200

Phoenix, AZ 85007

Attachment 2-A: Offeror Information Questionnaire Failure to fully address all information requested may cause the statement of qualifications to be determined non-responsive.

1. Describe the firm’s and the proposed lead team member’s previous design and construction administration experience for projects similar in size and scope to this project.

WERK | urban design was founded by Jesse Westad, PLA, ASLA, who has 16 years of industry experience in Landscape Architecture, specifically as a leading practitioner and advocate of Green Stormwater Infrastructure (GSI) design and planning, but also in the realm of landscape architecture, site analysis, and amenity space design.

Jesse’s leadership is complimented by Brian Sager, PLA, CID, LEED AP who has over twenty-four years of professional experience working on projects throughout the state while living in Southern Arizona or the Phoenix metro area. WERK’s projects are diversified equally within a public and private sector client base.

WERK provides extensive experience and expertise in Green Stormwater Infrastructure design and planning, Landscape Architecture, Landscape Planning, Planting and Irrigation, Parks and Streetscape Design, Inventory and Salvage Plans, and Site Analysis. Our robust experience in both private sector development projects and municipal projects positions us to be able to be responsive to and understand the urgency of your deadlines and expectations. Our experience in Arizona, and regionally, allows us to bring forward solutions based on local knowledge supplemented with Regional and National Best Practices.

Design: A successful On-Call consultant has demonstrated success in many different project types within the broad discipline of Landscape Architecture. From the safety and visibility required by streetscape projects to the shade and access required by public parks, each project has a unique set of goals and metrics for success. As we show below, the experience we have gained is across a broad spectrum of the discipline. The WERK team is technically knowledgeable, capable of working in many different software and knowledge base platforms, and has a passion to improve our existing built environments through design based interventions. WERK constantly pushes the boundaries of graphic and modeling innovation. We use these tools to bring the project to life prior to any shovels striking the ground, which provides the design team quality control, community buy-in and raises the prestige of the municipality through case study analysis and awards.

An integral component of our Landscape Architecture practice is the integration of Green Stormwater Infrastructure design solutions. We believe that Stormwater is a resource, not a nuisance, and can support thriving landscapes. We believe that a tree needs adequate soil to thrive, and we strive to design landscapes with a long shelf life.

With our expertise in site planning, transportation projects, sustainability and Low Impact Development projects, and conservation, we can take on unique and disparate project types. WERK also has substantial experience with development projects, pathway and streetscape design, public open space design, memorial design, public projects, irrigation design, and amenity space design. We will be able to hit the ground running and pick up task order assignments in any state of need. (continued next page)

Available online at: appstate.az.gov Page 3 of 29

Attachments/Response Forms

Solicitation No. BPM006827 Description:

ON-CALL ARCHITECTURAL AND

LANDSCAPE ARCHITECTURAL SERVICES

Arizona Department of Administration

General Services Division 1400 W Washington St., Ste. B200

Phoenix, AZ 85007

A demonstration of our approach to design of a landscape project within an existing campus is the 2020 APWA Project of the Year Veterans Reflection Circle, where the design of a memorial was integrated into an existing, successful urban park. The park, into which the memorial was designed, has a water reservoir, existing trees and plants, turf grass and inert ground cover, parking and buildings to work around. This design was successful because it designed the project into an existing landscape fabric and preserved existing landscape features that provide shade and comfort to the memorial visitors while preserving the functionality of adjacent facilities during construction.

Construction Administration: While not every design project is built, we have participated in the Construction Phase of many projects that we have been lucky enough to see realized. The Durango Campus Master Plan project, for the Flood Control District, is a good representation of our experience, knowledge, and how we participate and benefit the construction phase process. As the designer for the rainwater harvesting components of the project, we reviewed multiple specialty Contractor Submittals, responded to Requests for Information and issued sketches, Supplemental Instructions, and verifications within a timely manner and with precision. Attendance at regular construction meetings is critical, as is review of or preparation of meeting notes, site observation reports, punch lists, and final acceptance reports. We provided these services during the Durango project, but also for most of the projects that we design. Some notable construction phase efforts include: El Rio Neighborhood Center, ECO PHX, ECO Mesa, Hance Park Phase 1 renovation (Brian, while at prior firm) and we are currently participating in such work for the YMCA retrofit, Wendler Drive retrofit, Fairmont Scottsdale Princess resort renovation, and the Pepin Restaurant.

We work to respond to Requests for Information quickly, while integrating our response into the design principles of the project, and maintaining Owner Value, safety, and schedule.

2. Create a three-column chart. In the first column, list the past project title, budget, and year completed (listing only past projects with similar scope and budget within the past seven years) the firm has been the lead design professional. In the second column of the chart, list the names of any proposed key personnel and subcontractor(s) (if any) “team member” identified for this project that performed services for the project in column one and the team member’s role for the listed project. In column three provide best practices and lessons learned for each project.

Past Projects

(Within last seven years similar in size and scope.)

Proposed Key Personnel

(Performing role on past project)

Best Practices and Lessons Learned

(ex) Project x, $4M, 20XX John Doe, Architect XXXXXXXXXX

(ex) Project y, $2.6M, 20XX John Doe, Architect

Jane Doe, Mechanical Engineer

Jo Doe, Electrical Engineer

YYYYYYYYYY

Available online at: appstate.az.gov Page 4 of 29

Attachments/Response Forms

Solicitation No. BPM006827 Description:

ON-CALL ARCHITECTURAL AND

LANDSCAPE ARCHITECTURAL SERVICES

Arizona Department of Administration

General Services Division 1400 W Washington St., Ste. B200

Phoenix, AZ 85007

Veterans Reflection Circle in Honor of SFC Brian Mancini $400k, 2019 City of Surprise Surprise, AZ

Jesse Westad – LA Brian Sager – LA

Budget constraints forced the design team and the contracting team to utilize materials that were available for free at a reduced price.

Educational features help visitors understand who Brian was and what his interests were.

5-Year Landscape Master Plan $219k (planning fee), 2025 VA Maine Healthcare System Augusta, ME

Jesse Westad – LA Brian Sager – LA Hollie Colony – LA Jillian Edmonson – Landscape Designer

Maintenance Planning – designing for the future and ensuring longevity and usability of the space.

Phased Implementation – 5-year master plan allowed the design and construction to be done by the in-house staff to cut down on costs.

Resilient Tempe Master Plan $134k (planning fee), 2025 City of Tempe Tempe, AZ

Jesse Westad – LA Brian Sager – LA Hollie Colony – LA Jillian Edmonson – Landscape Designer

Leverage existing codes and standards while elevating them for future design and developments.

Incorporating sustainable practices, native plants and water management, to ensure long-term success of the project site.

Santa Fe Midtown Campus $60k (planning fee), 2025 City of Santa Fe Santa Fe, NM

Jesse Westad – LA Brian Sager – LA Hollie Colony – LA Jillian Edmonson – Landscape Designer

Flexibility in design while working with the City of Santa Fe and the changing needs of the City.

Utilizing green stormwater infrastructure to contain the 100 year storm event.

Durango Campus Retrofit $3.5M, 2024 Flood Control District of Maricopa County Phoenix, AZ

Jesse Westad – LA Brian Sager – LA

Use of green infrastructure, such as silva cells, which allow trees to grow to their potential and provide adequate shade in the parking lot.

Incorporating active rainwater harvesting which includes 3 - 10,000 gallon underground cisterns and one above ground cistern for irrigation.

Diagnostic Imaging Center $13.5M, 2025 VA Southern NV Healthcare System North Las Vegas, NV

Jesse Westad – LA Brian Sager – LA Jillian Edmonson – Landscape Designer

Understanding the local climate pattern, drought, and designing the site and amenity areas to be able to adapt to this challenge.

Use of BIM/Revit modeling was used to enhance the design process by providing visualizations.

Eco Phx Mixed Use Development $42,000 (design fee), 2024 Habitat Metro Phoenix, AZ

Jesse Westad – LA Brian Sager – LA

Sustainability components were at the heart of this design and material selection, including wood chip mulch, aligns with the project goals.

This project boasts a lush landscape and amenity deck irrigated by 100% greywater from 30 of the residents’ showers.

Lake Havasu LID Master Plan $150,000, 2022 FEMA/ Mohave County Flood Control District/ Lake Havasu Lake Havasu City, AZ

Jesse Westad – LA Building upon the previous work completed by Mohave County and Lake Havasu City under previous Risk MAP projects, the LID Master Plan was developed to identify and qualitatively measure flood reduction, water conservation, and water quality benefits through an effective LID program.

Available online at: appstate.az.gov Page 5 of 29

Attachments/Response Forms

Solicitation No. BPM006827 Description:

ON-CALL ARCHITECTURAL AND

LANDSCAPE ARCHITECTURAL SERVICES

Arizona Department of Administration

General Services Division 1400 W Washington St., Ste. B200

Phoenix, AZ 85007

Fairmont Scottsdale Princess Resort $69k (design fee), 2025 Strategic Hotels & Resorts, Inc Scottsdale, AZ

Brian Sager – LA The resort hosts popular annual events, attracting many visitors. WERK has been key in site design and detailing, covering site inventory, water features, hardscape design, grading, and landscape architecture.

Statler Plaza Public Safety Memorial $30k (design fee), 2021 City of Surprise Surprise, AZ

Jesse Westad – LA Designing a space to honor public service members that feels welcoming and enhances accessibility and comfort while following the paths through this memorial. The pathway leads visitors to “The Last Call”, a memorial honoring those who served. Way finding signage along the paths offer insights into the nature of service, and the design guides viewers eastward to a reflective conclusion, celebrating the dedication and achievements of public servants.

Surprise Fire Station 304 Memorial $80k, 2021 City of Surprise Surprise, AZ

Jesse Westad – LA WERK collaborated with a local artist to create a 10-foot mural wall behind the statue, broken up into three sections representing the historic route 60, Surprise Fire Station 304, and the scenic Arizona landscape. A perforated steel panel of similar size provides interest from the street and highlights the City of Surprise Fire slogan “Always There, Always Ready”.

Newcastle Visual Resource Inventory $120k, 2022 Bureau of Land Management Newcastle, WY

Jesse Westad – LA Brian Sager – LA

Through the Visual Resource Inventory Process, across 4.8 million acres, we measured the relative worth of a landscape’s intrinsic natural beauty, evaluated public concern for the maintenance of scenic quality, and delineated distance zones to indicate the relative visibility of the inventory area’s landscape from primary travel routes or observation points.

Landscaping at Agate Bridge $12k (design fee), 2020 US Department of the Interior, National Park Service Petrified Forest National Park, AZ

Jesse Westad – LA Design-Build restoration of the concrete support structure for the 100’ petrified tree that creates a natural bridge 40’ across Agate Mesa.

Improvements included an ADA compliant pedestrian walkway from the parking lot through the historic 1930’s gate house framing the walk down to the overlook.

3. In Attachment 3-B. Provide key personnel by the name, title, and directly responsible person who will be engaged in the work. An individual may be identified for more than one project discipline, or multiple individuals named to one single discipline. Describe each Individual’s specific qualifications and experience directly related to each type of Services proposed. Focus on the proposed individual’s specific duties and responsibilities and how project experience is relevant to each type of proposed Services.

Available online at: appstate.az.gov Page 6 of 29

Attachments/Response Forms

Solicitation No. BPM006827 Description:

ON-CALL ARCHITECTURAL AND

LANDSCAPE ARCHITECTURAL SERVICES

Arizona Department of Administration

General Services Division 1400 W Washington St., Ste. B200

Phoenix, AZ 85007

ATTACHMENT 2-B: EXPERIENCE AND ORGANIZATIONAL PROFILE

Failure to fully address all information requested may cause the bid to be determined non-responsive.

Firm Name WERK, LLC dba WERK | urban design Year Established 2016

Principal Address (Street, City, State) 7520 E 2nd St, Ste 1004, Scottsdale, AZ 85251

Years’ Experience performing services similar in size and scope as required by this solicitation. 9

Years the organization has conducted business in the State of Arizona. 9

CONTRACT REPRESENTATIVES TO CONTACT

Name Title Telephone Number E-Mail Address

1 Jesse Westad Principal / Owner 602-429-9922 ext 700 jesse@werkurbandesign.com 2 Scott Trosdahl CFO 602-429-9922 ext 710 scott@werkurbandesign.com

THREE (3) PROJECTS COMPLETED BY FIRM SIMILAR IN SIZE AND SCOPE / REFERENCES

1 Client Company/Address Contact Begin Date End Date

VETERANS REFLECTION CIRCLE

City of Surprise 16000 N Civic Center Plaza Surprise, AZ 85374

Michael Boule / Water Resource Mgmt Director, City of Surprise

2018 2019

Phone Number Email Address 623-222-7040 michael.boule@surpriseaz.gov

Services Provided Similar to Those Described in Solicitation The Veterans Reflection Circle is an outdoor memorial in honor of late Surprise resident and combat wounded veteran Brian Mancini, who spent his life serving his country and helping other wounded veterans find healing. The circle is located within the Surprise Community Park, next to the fishing lake. The site was selected as a tribute to Mancini’s love of nature, fishing, and quiet self-reflection. Design elements reflective of water and plants are woven into a tranquil seating area and circular pathway. The memorial tells his story and provides a place for veterans to reflect, find healing, and feel the community’s deep appreciation for their service and sacrifice. WERK played an integral role in fundraising management for the project.

2 Client Company/Address Contact Begin Date End Date

EL RIO NEIGHBORHOOD CENTER

City of Tucson | Storm to Shade 201 N. Stone Ave.

Tucson, AZ 85701

Jon Choi / GSI Capital Projects Manager Storm to Shade, City of Tucson

2022 2024

Phone Number Email Address 520-534-9208 jon.choi@tucsonaz.gov

Services Provided Similar to Those Described in Solicitation This GSI landscape retrofit of the El Rio Neighborhood Center is a demonstration project for the City of Tucson’s Storm to Shade Program. WERK’s contribution included irrigation renovation, planting design and implementation of low impact development strategies such as curb cores, biofiltration basins, sediment traps, and pedestrian bridges. The retrofit incorporates multiple GSI strategies including harvesting stormwater by utilizing existing downspouts from the various buildings and basketball court roof to direct stormwater into newly constructed basins, increasing shade through the addition of 40 new trees, and adding dozens of new native shrubs, succulents, and grasses. The fully native plant palette increases pollinator activity significantly while encouraging voluntary reseeding of plants.

3 Client Company/Address Contact Begin Date End Date

WENDLER DRIVE

City of Tempe 200 E. Fifth Street Tempe, AZ 85281

Brianne Fisher / Climate Action Manager Sustainability & Resilience Office

2023 2025

Phone Number Email Address 928-965-4963 brianne_fisher@tempe.gov

Services Provided Similar to Those Described in Solicitation This project was designed as a green stormwater infrastructure (GSI) landscape retrofit and upgrade on a landscape parcel along Wendler Drive in Tempe. The existing concrete channel was replaced by GSI strategies such as bioswales and passive water harvesting. Native and low water use plants were selected to provide visual interest to the passive stormwater strategies. The designed landscape herein will improve shade and comfort along pedestrian paths while revitalizing the active site with resilient landscape elements.

https://appstate.az.gov/ mailto:jesse@werkurbandesign.com mailto:scott@werkurbandesign.com

Solicitation No. BPM006827 Description:

ON-CALL ARCHITECTURAL AND

LANDSCAPE ARCHITECTURAL SERVICES

Arizona Department of Administration

General Services Division 1400 W Washington St., Ste. B200

Phoenix, AZ 85007

Available online at: appstate.az.gov Page 7 of 29

ATTACHMENT 3-A: METHOD PROPOSAL

(Method of Approach)

Response must demonstrate your comprehension of the objectives and services of this solicitation. Do not merely duplicate the description of work described in this Request for Qualifications (RFQu). Firms shall provide responses directly below the numbered questions in this attachment.

1. Substantiate how your team can most effectively undertake the requirements and responsibilities associated with the on-call mechanical plumbing engineering services for the state of Arizona and your proposed team’s understanding of this scope of services by:

a) Providing an organizational chart clearly identifying the lines of authority.

b) Describing your current workload and availability of designated team staff (including Sub-Consultants). Indicate the relationship of the work in this RFQu to the firm’s other current projects.

The following chart may be utilized to show current workload of proposed team members. Additional lines may be added as needed.

Project Team Member Current Workload Commitment Total Availability Name and Title:

Name and Title:

Name and Title:

https://appstate.az.gov/ Jesse Westad Cross-Out

Jesse Westad Cross-Out

Alyssa Herron Role:

Landscape Architecture Analyst

Chester Bischoffer Role:

Landscape Architecture Analyst

ATTACHMENT 3-A: METHOD PROPOSAL

1. a) Organizational Chart

1. b) Current Workload & Availability We understand that you have intense pressures and demands that result from your leadership role in the State of Arizona, and when you need answers, you need answers. In our experience in working with the public and with cities and states on public projects of varying scales, we recognize that faster, smaller projects can be as intense and demanding as larger, longer projects. We stay nimble and thoughtful in our staff distribution. Principals are integral to the project design and production. Individual task assignments are assigned to different staff, who stay with that project through the project life. If additional staff are required, others will be reoriented from ongoing work to focus on demanding schedules. Our project profile is shifting from private sector site development projects to municipally focused design and planning projects. Our commitment to our client base and to you and your team will be honest and robust. As we show in the table below, our staff workload builds in flexibility and capacity for new projects.

Jesse Westad, PLA, ASLA North Las Vegas VA, 25%; Kirtland Air Force Base, 15%;

Santa Fe NM Midtown Campus, 15%; Nellis AFB Campus Housing 10%

Brian Sager, PLA, CID Santa Fe Midtown, 20%; Resilient Tempe Master Plan, 15%;

San Antonio Toyota, 15%; Scottsdale Shade and Tree, 10%;

Hollie Colony, PLA, ASLA Nellis AFB Campus Housing, 25%; Santa Fe Midtown, 15%;

Palm Lane Multifamily, 10%; Private Client 10%

35%

40%

40%

40%Jillian Edmonson Santa Fe Midtown 40%, Resilient Tempe Master Plan, 10%, Kirtland AFB 10%

TEAM MEMBER COMMITMENTS / % COMMITTED TO EACH AVAILABILITY

Brian Sager PLA/CID/LEED AP Role: Principal/Project Manager Licenses/Certs: PLA: AZ#45445, CO#915, TX#3706

Irrigation Design: CID#90624

Jesse Westad PLA/ASLA Role: Principal-in-Charge Licenses/Certs: PLA: AZ#71029, ME #5928, MN #63169, NC #2517, NM #LA-2023-0011, NV #1173

Hollie Colony PLA/ASLA Role: Sr. Landscape Architect Licenses/Certs: PLA: NC #1983

Jillian Edmonson Role: Landscape Designer GIS Specialist, BIM Manager

Owen Lowhorn Role:

Landscape Architecture Analyst

Scott Trosdahl Role: Strategy, Site Data Recovery Licenses/Certs:

D.O.T FAA UAS Remote Pilot

Available online at: appstate.az.gov Page 9 of 29

Attachments/Response Forms

Solicitation No. BPM006827 Description:

ON-CALL ARCHITECTURAL AND

LANDSCAPE ARCHITECTURAL SERVICES

Arizona Department of Administration

General Services Division 1400 W Washington St., Ste. B200

Phoenix, AZ 85007

2. Describe how your firm determines project deliverables. Also, describe your proposed team’s general approach to managing the assigned on-call projects of various sizes and complexity.

DELIVERABLES: When working under an on-call contract, our landscape architecture firm follows a structured process to determine deliverables. Initially, we review the scope of services and collaborate with the state agency to gather detailed program requirements, ensuring all tasks and responsibilities are clear. Our deliverables are documented in contract exhibits, and we coordinate closely with consultants and client representatives, proceeding with each phase only after obtaining approval. Supplemental services beyond the basic scope, when applicable, are also documented and compensated separately.

Throughout the project, we maintain a high standard of care, adhering to professional standards to ensure compliance with jurisdictional laws and regulations. This approach guarantees that our services are aligned with the project’s goals, ultimately delivering high-quality results that meet the specific needs and expectations of the state agency.

MANAGEMENT: WERK is confident that we have the management and organizational capabilities, knowledge, dedication, and capacity to be responsive to your task order requests. For each assignment, we will work with you to establish or understand the schedule and budget. WERK will then quickly establish a simple work plan, with a schedule and established goals. Should we be so lucky as to have multiple task assignments concurrently, we will recognize each as its own independent task, with unique schedule demands. When synergies between projects can be achieved, we will find those opportunities to leverage. In our nine-year history we have prioritized effort and commitment, which has been a key to our growth from a single-person to currently a two-location firm of eight.

Each project has different schedule demands, and we work to exceed those demands.

Our general methodology involves:

• Initial Assessment and Prioritization: When an assignment is received, we evaluate its scope, objectives, and critical timelines. This ensures we allocate the appropriate resources and define clear priorities.

• Custom Team Allocation: We assemble a specialized team based on the project's specific needs, ensuring the right mix of expertise and experience to deliver exceptional results.

• Streamlined Communication: We establish a clear communication framework, designating points of contact to maintain seamless coordination with clients, stakeholders, and project teams throughout the project life cycle.

• Proactive Planning: For larger or complex projects, we create comprehensive project plans, breaking them into manageable phases with milestones to track progress efficiently. For smaller tasks, we streamline processes while maintaining high-quality outcomes.

• Resource Management: We leverage advanced tools and technologies for resource allocation, scheduling, and cost management, ensuring optimal efficiency and adherence to budgets and timelines.

• Adaptability and Problem-Solving: Given the dynamic nature of on-call projects, we remain agile and ready to adapt to changing requirements or unexpected challenges, employing creative problem-solving to stay on track.

• Sustainability Focus: For all projects, we incorporate sustainable design principles, considering environmental impact and long-term value for the client and community.

• Quality Assurance: Finally, we implement rigorous quality control measures, conducting regular reviews to ensure that deliverables meet or exceed client expectations. (Further details on QC process under question #6)

By maintaining flexibility, communication, and a client-focused mindset, our team is well-equipped to handle on-call projects effectively, regardless of their size or complexity.

Available online at: appstate.az.gov Page 10 of 29

Attachments/Response Forms

Solicitation No. BPM006827 Description:

ON-CALL ARCHITECTURAL AND

LANDSCAPE ARCHITECTURAL SERVICES

Arizona Department of Administration

General Services Division 1400 W Washington St., Ste. B200

Phoenix, AZ 85007

3. Are you familiar with Job Order Contracting projects? How can your firm support a project manager with defining quantities and units of measure?

When the State maintains a prequalified list of Contractors and engages select members of the list to provide pricing on smaller to mid-range scale projects, it can be qualified as Job Order Contracting. In our recent experiences at El Rio Neighborhood Center (City of Tucson), Wendler Drive (City of Tempe), and the YMCA Campus Renovation (YMCA), the contractor was procured through JOC. This method is faster than Design Bid Build and can save time and money. Contracting Limits apply to JOC procurement, so only projects that meet a minimum threshold are candidates for JOC. The effort for El Rio Neighborhood Center was beneficial to the project as the Contractor was a good partner, and communication between the Contractor, Owner, and Consulting team was strong. We provided evaluation of proposed detail changes and material changes rapidly.

When supporting a project manager with defining quantities and units of measure, our firm will create detailed quantity takeoffs by analyzing design plans and specifications to identify all materials, labor and equipment required and break down the quantities into manageable units. (e.g., square footage for turf areas, linear feet for fencing, or cubic yards for mulch). Our firm will also assist by developing a cost estimate for materials and services and include a contingency percentage for unforeseen expenses.

4. Once the State has accepted the Design schedule, demonstrate how your firm will manage and maintain the schedule dates.

Once the state has accepted the design schedule, our firm will employ a robust project management approach to manage and maintain the schedule dates. We will establish a detailed project timeline, breaking down the tasks and milestones to ensure all team members are aware of their responsibilities and deadlines. We conduct weekly work-load meetings with our team to monitor the status of each task, identify any potential issues, and implement corrective actions promptly.

We also use project management software to track progress, allocate resources efficiently, and update the schedule as needed. This software allows for real-time collaboration and communication among team members, ensuring that everyone is on the same page. Additionally, we will maintain open communication with the state agency, providing regular updates and seeking their input to ensure alignment with their expectations. By proactively managing the schedule and addressing any challenges that arise, we will ensure that the project stays on track and meets the agreed-upon deadlines.

Available online at: appstate.az.gov Page 11 of 29

Attachments/Response Forms

Solicitation No. BPM006827 Description:

ON-CALL ARCHITECTURAL AND

LANDSCAPE ARCHITECTURAL SERVICES

Arizona Department of Administration

General Services Division 1400 W Washington St., Ste. B200

Phoenix, AZ 85007

5. List standard turn-around time for design requests/changes, RFI’s, submittals, and differing situations that may impact time constraints.

a. Design Requests/Changes: Typically, the turnaround time for design requests or changes is around 3-5 business days. However, this can vary based on the complexity of the request and the availability of necessary information.

b. Requests for Information (RFIs): The standard response time for RFIs is usually 5-7 business days. The urgency and complexity of the RFI can affect this timeframe, with more complex requests potentially requiring additional time for a thorough response.

c. Submittals: The review and response time for submittals generally range from 7-14 business days. This can be influenced by the volume of submittals, the complexity of the project, and the need for coordination with other consultants or stakeholders.

d. Factors Impacting Time Constraints:

i. Incomplete or Inaccurate Information: Missing or incorrect information can delay the review and response process.

ii. Project Complexity: More complex projects may require additional time for thorough review and coordination.

iii. External Dependencies: Coordination with other consultants, agencies, or stakeholders can introduce additional time constraints.

iv. Urgency of the Request: Time-sensitive requests may be prioritized, potentially affecting the turnaround time for other tasks.

By proactively managing these factors and maintaining open communication with all parties involved, we can ensure timely and efficient responses to design requests, RFIs, and submittals.

6. Detail your firm’s quality control process related to specific plans, specifications and construction documents.

Successfully managing a landscape architecture project requires a delicate balance of cost control, time management, and quality control. Our firm is deeply committed to each of these aspects to deliver the highest quality results for our clients.

To manage a multi-disciplinary team of internal staff and consultants, WERK will employ a rigorous quality control process to review drawing sets and deliverables prior to client submittal. This process involves a progressive review by all staff members to ensure that every detail is accounted for. By involving the entire team in the quality control process, we leverage our collective expertise and attention to detail to produce a higher quality deliverable for our clients. We allocate sufficient time before project deadlines to complete this process thoroughly, resulting in a final product that meets our clients’ expectations and reflects our teams’ commitment to excellence. Through this comprehensive quality control process, we consistently deliver exceptional projects that exceed our clients’ expectations.

The project Quality Control Plan will identify all organizational and technical interfaces and will identify design team members and areas of responsibility. The plan will also provide team members responsible for checking the design, those responsible for checking the electronic files, and those responsible for reviewing and submitting the required submittals to the City.

Available online at: appstate.az.gov Page 12 of 29

Attachments/Response Forms

Solicitation No. BPM006827 Description:

ON-CALL ARCHITECTURAL AND

LANDSCAPE ARCHITECTURAL SERVICES

Arizona Department of Administration

General Services Division 1400 W Washington St., Ste. B200

Phoenix, AZ 85007

To manage internal costs and enhance efficiency, WERK will start by establishing a detailed budget at the project’s onset that all team members buy into before the design process is started. As projects enter the design process, WERK holds weekly meetings with our team to discuss our ongoing projects and assess employee workloads. These meetings help us anticipate and address any potential bottlenecks, allowing us to reassign projects as necessary. Given that many projects under this on-call may have limited resources in terms of both funding and time, our team carefully reviews staff schedules to ensure we are maximizing efficiency and minimizing costs.

We will work with your project budget and schedule. Key milestones and review periods will be reviewed as necessary throughout the life of the project. Engaging with you and gathering your feedback is critical to effectively adjusting to meet your expectations and delivering high quality plans, specifications, and construction documents.

7. Procore Project Management Software usage is a requirement. Demonstrate how your firm plans to implement Procore on this On-Call contract?

Our firm plans to implement Procore on this contract by leveraging the team's extensive experience with Procore and other project management software. This expertise has been developed through hands-on use and individual training with Procore and similar tools, enabling us to effectively track project progress, schedules, budgets, and change directives. Throughout the project, all progress updates and final documents will be uploaded to the dedicated project location in Procore, with team members promptly notified of any new uploads. Additionally, iterative design and planning documents will be hosted on Procore, providing a comprehensive platform for managing design and construction progress. During the Construction Phase, Procore will play a pivotal role in handling Contractor Submittals, Requests for Information, and Supplemental Information, ensuring streamlined communication and documentation management.

8. Does your firm use dimension on the construction drawings? Explain your firm’s design plans between scaling and dimensioning on Design drawings.

Our team has knowledge of how to utilize software that easily manages different project scales. Our team utilizes Geographic Information Systems (GIS), Computer Aided Design and Drafting (CADD), and Building Information Modeling (BIM) to support our design and planning process. Task orders from this contract may require large scale spatial study, effectively accomplished with GIS. Smaller, landscape scale or design related studies may require CADD with survey background, which enables accurate spatial study and modeling. For building or site-specific elements, our team’s use of Revit and three-dimensional modeling software enables us to create accurate and detailed designs, which helps to minimize errors and rework during the construction phase. By utilizing these advanced technologies, our team can deliver high-quality designs that meet the unique needs of each project while maintaining the integrity of existing utility systems.

Dimensions, map aesthetics, and creation of images and study graphics that accurately and effectively communicate critical fundamental data such as drawing scale, area, location, orientation, and legend keys are a strength of this team.

This team has worked on projects that cover all conventional project scales, and with that experience and knowledge, we are in a strong position to create and provide informational graphics that are legible and accurate at any scale of project.

Available online at: appstate.az.gov Page 13 of 29

Attachments/Response Forms

Solicitation No. BPM006827 Description:

ON-CALL ARCHITECTURAL AND

LANDSCAPE ARCHITECTURAL SERVICES

Arizona Department of Administration

General Services Division 1400 W Washington St., Ste. B200

Phoenix, AZ 85007

9. On Design Drawings, are you able to use pictures or drawings with notes regarding tie-in points and locations?

Our team has the capacity to collect drone imagery of project sites. We utilize this skill to gain insight into site character and morphology. Collected images can be used as a background for preliminary design and spatial studies. With survey controlled topographic and aerial photography, we can utilize known points of reference as the basis for dimensioning and as reference points in the CADD drawings.

10. Below is an example of the State’s response to a design drawing and the design professional’s response to the owner. Can your firm deliver this type of response deliverable?

Our team has the experience and expertise to respond to design and construction related review comments such as this, and will provide a thorough and thoughtful response, which may include relevant regulatory document references, design plan references, and code related references. We believe it is critical to take advantage of all client communication in a thoughtful manner, and strive to back up assertions with facts, project related history, or professional opinion, as warranted by the nature of the comment or question.

Available online at: appstate.az.gov Page 14 of 29

Attachments/Response Forms

Solicitation No. BPM006827 Description:

ON-CALL ARCHITECTURAL AND

LANDSCAPE ARCHITECTURAL SERVICES

Arizona Department of Administration

General Services Division 1400 W Washington St., Ste. B200

Phoenix, AZ 85007

ATTACHMENT 3-B: KEY PERSONNEL PROPOSAL

OFFEROR NAME: WERK, LLC dba WERK | urban design Instructions: Answer all questions thoroughly in the spaces provided. This form shall be completed for each key personnel involved in performance of this contract. A separate resume (maximum one (1) page) may be included using the second page of this Attachment.

The resume is to be used to supply relevant information pertaining to the performance of this contract and is to be supplemental to the information below and is not to be used to replace this form.

Jesse Westad, PLA, ASLA Employee Name

Current Information

Position Currently Held in Firm: Principal-in-Charge

Years With Firm: 9 Years in Current Position: 9

Role Under this Contract: Principal-in-Charge

Years’ Experience in Role Under This Contract:

Hours per Week of Employee’s Time Dedicated to This Contract: 14 (35%)

Will the key personnel be assigned to work on this contract exclusively? If not, indicate the percentage of the key personnel’s time that will be dedicated to this contract.

No, Jesse will not be assigned exclusively to this contract. 35% of his time will be dedicated to this contract.

Identify the primary function(s) of the key personnel in performing the services required by this solicitation.

Project management of team / design direction / final quality control of design plans

Describe the key personnel’s experience in performing the services required by this contract.

As the founder of WERK almost nine years ago, Jesse has been leading, managing, reviewing, and submitting the necessary deliverables for all major projects that WERK has been associated with during that time.

List the key personnel’s job-related training and education.

Jesse holds a Master's degree in Landscape Architecture from Arizona State University. He is a licensed landscape architect in six states (AZ / ME / MN / NC / NM / NV), meeting annual continuing education requirements to maintain his licensure.

He is also an active member of multiple professional organizations, including the Society of American Military Engineers (SAME), Urban Land Institute (ULI), the Arizona Floodplain Management Association (AFMA), and the American Society of Landscape Architects (ASLA). Additionally, he regularly attends annual industry conferences to stay updated on the latest developments and best practices in the field.

Available online at: appstate.az.gov Page 15 of 29

Attachments/Response Forms

Solicitation No. BPM006827 Description:

ON-CALL ARCHITECTURAL AND

LANDSCAPE ARCHITECTURAL SERVICES

Arizona Department of Administration

General Services Division 1400 W Washington St., Ste. B200

Phoenix, AZ 85007

ATTACHMENT 3-B: KEY PERSONNEL PROPOSAL

OFFEROR NAME: WERK, LLC dba WERK | urban design Instructions: Answer all questions thoroughly in the spaces provided. This form shall be completed for each key personnel involved in performance of this contract. A separate resume (maximum one (1) page) may be included using the second page of this Attachment.

The resume is to be used to supply relevant information pertaining to the performance of this contract and is to be supplemental to the information below and is not to be used to replace this form.

Brian Sager, PLA, CID, LEED AP Employee Name

Current Information

Position Currently Held in Firm: Principal / Project Manager

Years With Firm: 4 Years in Current Position: 4

Role Under this Contract: Principal / Project Manager

Years’ Experience in Role Under This Contract:

Hours per Week of Employee’s Time Dedicated to This Contract: 16 (40%)

Will the key personnel be assigned to work on this contract exclusively? If not, indicate the percentage of the key personnel’s time that will be dedicated to this contract.

No, Brian will not be assigned exclusively to this contract. 40% of his time will be dedicated to this contract.

Identify the primary function(s) of the key personnel in performing the services required by this solicitation.

Project management of team / ensure projects stay on schedule and within budget / lead irrigation designer / QC of design plans / final QC of irrigation design Describe the key personnel’s experience in performing the services required by this contract.

Brian has 24 years of experience of performing landscape architecture services across the state of Arizona. During that time has been managing, reviewing, and submitting the necessary deliverables for projects of various scope and size.

List the key personnel’s job-related training and education.

Brian holds a Master's degree in Landscape Architecture from the University of Arizona. He is a licensed landscape architect in three states (AZ / CO / TX), meeting annual continuing education requirements to maintain his licensure. Brian is also a Certified Irrigation Designer and maintains continuing education for that license. Brian holds a Leadership in Energy and Environmental Design Accredited Professional (LEED AP) designation where he attends and has presented at local conferences on this topic. Brian is an active member of the Society of American Military Engineers (SAME) where he regularly attends the annual industry conference and stays updated on the latest developments and best practices.

Available online at: appstate.az.gov Page 16 of 29

Attachments/Response Forms

Solicitation No. BPM006827 Description:

ON-CALL ARCHITECTURAL AND

LANDSCAPE ARCHITECTURAL SERVICES

Arizona Department of Administration

General Services Division 1400 W Washington St., Ste. B200

Phoenix, AZ 85007

ATTACHMENT 3-B: KEY PERSONNEL PROPOSAL

OFFEROR NAME: WERK, LLC dba WERK | urban design Instructions: Answer all questions thoroughly in the spaces provided. This form shall be completed for each key personnel involved in performance of this contract. A separate resume (maximum one (1) page) may be included using the second page of this Attachment.

The resume is to be used to supply relevant information pertaining to the performance of this contract and is to be supplemental to the information below and is not to be used to replace this form.

Hollie Colony, PLA, ASLA Employee Name

Current Information

Position Currently Held in Firm: Senior Landscape Architect

Years With Firm: 1 Years in Current Position: 1

Role Under this Contract: Senior Landscape Architect

Years’ Experience in Role Under This Contract:

Hours per Week of Employee’s Time Dedicated to This Contract: 16 (40%)

Will the key personnel be assigned to work on this contract exclusively? If not, indicate the percentage of the key personnel’s time that will be dedicated to this contract.

No, Hollie will not be assigned exclusively to this contract.