230093-CONTRACT-LUTHERAN SOCIAL SERVICES.PDF

CONTRACT REFUGEE RELOCATION PROGRAM – 
RA SERVICES 230093-RFP 
This contract is entered into this 26th day of April, 2023 by and between Maricopa County (“County”), a 
political subdivision of the State of Arizona, and Lutheran Social Services of the Southwest, an Arizona 
corporation (“Contractor”), for the purchase of one-time or limited-time support services that will assist 
refugees and immigrants and their families in overcoming obstacles and in achieving economic and social 
self-sufficiency including, but not limited to, obstacles such as language barriers, limited affordable housing 
options, financial instability, limited employment opportunities, limited education, transportation issues, lack 
of transferable work skills, trauma, and physical and mental health challenges.  
1.0 
2.0 
3.0 
4.0 
5.0 
CONTRACT TERM 
This contract is for a term of one year, beginning on the 1st of May, 2023 and ending the 30th 
of April, 2024. 
OPTION TO RENEW 
The County may, at its option and with the concurrence of the Contractor, renew the term of this 
contract up to a maximum of two additional year(s), and/or for a time period not to exceed June 30, 
2026 (or at the County’s sole discretion, extend the contract on a month-to-month basis for a 
maximum of six months after expiration). The Contractor shall be notified in writing by the Office of 
Procurement Services of the County’s intention to renew the contract term at least 60 calendar 
days prior to the expiration of the original contract term. 
CONTRACT COMPLETION 
In preparation for contract completion, and as applicable, the Contractor shall make all reasonable 
efforts for an orderly transition of its duties and responsibilities to another provider and/or to the 
County. This may include, but is not limited to, preparation of a transition plan and cooperation with 
the County or other providers in the transition. The transition includes the transfer of all records and 
other data in the possession, custody, or control of the Contractor that are required to be provided 
to the County either by the terms of this agreement or as a matter of law. The provisions of this 
clause shall survive the expiration or termination of this agreement. 
PRICE ADJUSTMENTS 
Any requests for reasonable price adjustments must be submitted 60 calendar days prior to 
contract expiration. Requests for adjustment in cost of labor and/or materials must be supported 
by appropriate documentation. The reasonableness of the request will be determined by comparing 
the request with the Consumer Price Index or by performing a market survey. If County agrees to 
the adjusted price terms, County shall issue written approval of the change and provide an updated 
version of the contract. The new change shall not be in effect until the date stipulated on the 
updated version of the contract. 
PAYMENTS

SERIAL 230093-RFP 
 
5.1 
As consideration for performance of the duties described herein, County shall reimburse 
the Contractor for eligible costs as approved by the County and as per the sums stated in 
Exhibit A – Contractor Information and Itemized Budget. 
 
5.1.1 
Contractor shall be paid on a cost reimbursement basis, or other alternative 
payment structure approved in writing by the County prior to cost being incurred, 
for services performed and work completed at time of billing, and will only 
reimburse for those costs that are based upon submitted complete and proper 
documentation. 
 
5.1.2 
Funds shall be disbursed as repayment of costs for work performed on or after the 
effective date of the contract and before the termination date of the contract (by 
June 30th, 2026). At the discretion of the Maricopa County Board of Supervisors, 
the termination date may be extended, but in no event shall this date be extended 
beyond December 31, 2026, or such other date as may be established by the 
United States Government. 
 
5.1.3 
Funding is contingent upon the availability of funds. If any action is taken by any 
State agency, federal department or any other agency or instrumentality to 
suspend, decrease or terminate its fiscal obligation under, or in connection with 
the contract, the County may amend, suspend, decrease or terminate its 
obligations under or in connection with the contract. In the event of termination, the 
County shall, disburse funds for eligible expenses for work performed prior to the 
effective date of the termination. The County shall give written notice of the 
effective date of any suspension, amendment, or termination under this section at 
least ten calendar days in advance. 
 
5.1.4 
County will reimburse the contractor on a net “0” payments standard. 
 
5.1.5 
Contractor shall submit an invoice via email on or before the ninth business day of 
the month following the month, or portion thereof, service delivery was provided. 
Invoicing not received within 45 days following the last day of the service month 
may result in forfeiture of payment for services related to that invoicing cycle. 
 
5.1.6 
Subject to the availability of funds, the department will, upon receipt of accurate 
invoicing and supporting documents enumerated in the contract, process and remit 
to the contractor payment of service provision or work performance. 
 
5.1.7 
Should there be a disallowance in an invoice, the invoice shall be processed for 
the reduced amount. If the contractor protests the amount or the reason for a 
disallowance, contractor shall address their protest, in writing, with the department. 
Should the contractor and the department be unable to resolve the protest, the 
department will forward the protest to the Maricopa County Office of Procurement 
Services for resolution. 
 
5.1.8 
Contractor shall ensure the final fiscal year invoice shall be submitted no later than 
the ninth business day of the month following the month services delivery was 
provided to ensure payment is processed on a timely basis. 
 
5.2 
INVOICES 
 
5.2.1 
The Contractor shall submit one legible copy of their detailed invoice before 
payment(s) will be made. Incomplete invoices will not be processed. At a 
minimum, the invoice must provide the following information: 
 
• 
Company name, address, and contact information 
• 
County bill-to name and contact information 
• 
Contract serial number 
• 
County purchase order number

SERIAL 230093-RFP 
 
• 
Project name and/or number 
• 
Invoice number and date 
• 
Payment terms 
• 
Date of service or delivery 
• 
Quantity 
• 
Contract item number(s) 
• 
Arrival and completion time 
• 
Description of purchase (product or services) 
• 
Pricing per unit of purchase 
• 
Extended price 
• 
Total amount due 
  
5.2.2 
Problems regarding billing or invoicing shall be directed to the department as listed 
on the purchase order. 
  
5.2.3 
Payment shall only be made to the Contractor by Accounts Payable through the 
Maricopa County Vendor Express Payment Program. This is an electronic funds 
transfer (EFT) process. After contract award, the Contractor shall complete the 
Vendor Registration Form accessible from the County Department of Finance 
Vendor 
Registration 
Web 
Site 
https://www.maricopa.gov/5169/Vendor-
Information. 
  
5.2.4 
Discounts offered in the contract shall be calculated based on the date a properly 
completed invoice is received by the County.  
  
5.2.5 
EFT payments to the routing and account numbers designated by the Contractor 
shall include the details on the specific invoices that the payment covers. The 
Contractor is required to discuss remittance delivery capabilities with their 
designated financial institution for access to those details. 
 
5.3 
APPLICABLE TAXES 
 
5.3.1 
It is the responsibility of the Contractor to determine any and all applicable taxes 
and include those taxes in their proposal. The legal liability to remit the tax is on 
the entity conducting business in Arizona. Tax is not a determining factor in 
contract award. 
 
5.3.2 
The County will look at the price or offer submitted and will not deduct, add, or alter 
pricing based on speculation or application of any taxes, nor will the County 
provide Contractor any advice or guidance regarding taxes. If you have questions 
regarding your tax liability, seek advice from a tax professional prior to submitting 
your bid. You may also find information at https://www.azdor.gov/Business.aspx. 
Once your bid is submitted, the offer is valid for the time specified in this solicitation, 
regardless of mistake or omission of tax liability. If the County finds overpayment 
of a project due to tax consideration that was not due, the Contractor will be liable 
to the County for that amount, and by contracting with the County agrees to remit 
any overpayments back to the County for miscalculations on taxes included in a 
bid price. 
 
5.3.3 
Tax Indemnification: Contractor and all subcontractors shall pay all Federal, State, 
and local taxes applicable to their operation and any persons employed by the 
Contractor. Contractor shall, and require all subcontractors to, hold Maricopa 
County harmless from any responsibility for taxes, damages, and interest, if 
applicable, contributions required under Federal and/or State and local laws and 
regulations, and any other costs including: transaction privilege taxes, 
unemployment 
compensation 
insurance, 
Social 
Security, 
and 
workers’ 
compensation. Contractor may be required to establish, to the satisfaction of 
County, that any and all fees and taxes due to a municipality or the State of Arizona

SERIAL 230093-RFP 
 
for any license or transaction privilege taxes, use taxes, or similar excise taxes are 
currently paid (except for matters under legal protest). 
 
6.0 
AVAILABILITY OF FUNDS 
 
6.1 
Contracts will be funded under 21.027 Assistance Listing Number (ALN) American Rescue 
Plan Act Coronavirus State and Local Fiscal Recovery Funds.  
 
6.2 
The provisions of this contract relating to payment for services shall become effective when 
funds assigned for the purpose of compensating the Contractor as herein provided are 
actually available to County for disbursement. The County shall be the sole judge and 
authority in determining the availability of funds under this contract. County shall keep the 
Contractor fully informed as to the availability of funds. 
 
6.3 
If any action is taken by, any State agency, Federal department, or any other agency or 
instrumentality to suspend, decrease, or terminate its fiscal obligations under, or in 
connection with, this contract, County may amend, suspend, decrease, or terminate its 
obligations under, or in connection with, this contract. In the event of termination, County 
shall be liable for payment only for services rendered prior to the effective date of the 
termination, provided that such services are performed in accordance with the provisions 
of this contract. County shall give written notice of the effective date of any suspension, 
amendment, or termination under this section, at least 10 days in advance. 
 
7.0 
POST AWARD MEETING 
 
The contractor may be required to attend a post-award meeting with the department to discuss the 
terms and conditions of this contract. This meeting will be coordinated by the procurement officer of 
the contract. 
 
8.0 
STRATEGIC ALLIANCE for VOLUME EXPENDITURES (SAVE) 
 
The County is a member of the SAVE cooperative purchasing group. SAVE includes the State of 
Arizona, many Phoenix metropolitan area municipalities, and many K-12 unified school districts. 
Under the SAVE Cooperative Purchasing Agreement, and with the concurrence of the successful 
respondent under this solicitation, a member of SAVE may access a contract resulting from a 
solicitation issued by the County. If contractor does not want to grant such access to a member of 
SAVE, state so in contractor’s bid. In the absence of a statement to the contrary, the County will 
assume that contractor does wish to grant access to any contract that may result from this bid. The 
County assumes no responsibility for any purchases by using entities. 
 
9.0 
INTERGOVERNMENTAL COOPERATIVE PURCHASING AGREEMENTS (ICPAs) 
 
County currently holds ICPAs with numerous governmental entities. These agreements allow those 
entities, with the approval of the Contractor, to purchase their requirements under the terms and 
conditions of the County contract. It is the responsibility of the non-County government entity to 
perform its own due diligence on the acceptability of the contract under its applicable procurement 
rules, processes, and procedures. Certain governmental agencies may not require an ICPA and 
may utilize this contract if it meets their individual requirements. Other governmental agencies may 
enter into a separate Statement of Work with the Contractor to meet their own requirements. The 
County is not a party to any uses of this contract by other governmental entities. 
 
10.0 
DUTIES 
 
10.1 
The Contractor shall perform all duties stated in Exhibit B – Scope of Work, or as otherwise 
directed in writing by the procurement officer. 
 
10.2 
Service delivery methods shall be one time or limited time (concluded by the end of the 
contract term) and/or have a sustainability model in which additional funding from Maricopa 
County (County) is no longer needed after the grant period ends.

SERIAL 230093-RFP 
10.3 
Contractor shall collaborate with County departments in coordination of services, including 
but not limited to Maricopa County Human Services (MCHSD) and Maricopa County Public 
Health Department (MCPHD).  
Contractor shall provide services to refugees and immigrants through a community-based 
system of care that is comprehensive, coordinated, and responsive to refugees’ and 
immigrants’ strengths and needs. 
10.4 
Contractor shall provide implementation and administration of program activities (see 
section 2.7.6 for eligible costs)  to include: 
10.4.1 Service delivery  
10.4.2 Employee management 
10.4.3 Reporting requirements 
10.4.4 Qualifications and eligibility requirements 
10.4.5 Confidentiality of client information 
10.4.6 Uniform administrative requirements 
10.4.7 Fiscal management and program administration 
10.4.8 Program monitoring 
10.5 
SERVICE DELIVERY REQUIREMENTS 
10.5.1 Target Population: All refugees and immigrants receiving program services from 
the contractor must be relocating to or residing in the County. 
10.5.2 Contractor shall use all grant funds only for the intended purposes. 
10.5.3 Service Area: Contractors shall only provide services funded by this grant within 
the boundaries of the County. 
10.5.4 Services provided by the contractor must be appropriate to the language, culture, 
and geographic location of the refugee and immigrant population being served. 
10.5.5 Contractor shall provide the funds for services that will address obstacles to 
successful resettlement and integration and help refugees and immigrants obtain 
and/or maintain stable housing, employment, and self-sufficiency.  
10.5.6 Contractor shall be reimbursed for eligible costs, as determined by the County, and 
such costs may include, but are not limited to, housing assistance, employment 
assistance, health and wellness services, food assistance, social integration 
activities, legal services, outreach and education, and program administrative 
costs. Cash assistance is not included.  
10.5.7 Contractor is highly encouraged to partner with other service providers in order to 
provide holistic services to the community in the proposed infrastructure, including 
collaboration with County departments in coordination of services, including but 
not limited to, collaboration with MCHSD and MCPHD. 
10.5.8 Contractor may subcontract services, and shall be responsible for payments to 
subcontractors. Contractor may submit invoicing to the County for reimbursement 
of payments made to subcontractors for eligible services.

SERIAL 230093-RFP 
 
 
10.6 
CONTRACTOR QUALIFICATIONS AND ELIGIBILITY REQUIREMENTS 
 
10.6.1 In order to be considered as a qualified and eligible RA, the RA shall have and 
maintain through the term of the contract a contract with the federal government, 
Office of Refugee Resettlement and the state of Arizona Refugee Resettlement 
program. In addition, the RA shall: 
 
10.6.1.1 Have a valid Unique Entity identifier (UEI) number and have and 
maintain throughout the term of the contract an active profile in the 
federal System for Award Management (SAM) (www.sam.gov). 
 
10.6.1.2 Currently have a focus on serving refugees and immigrants in the 
County and have the ability to continue to provide support services to the 
immigrant and refugee community at the end of the contract term. 
 
10.6.1.3 Be and remain in compliance with all applicable local, state, and federal 
regulations and laws, including maintaining licensure to conduct 
business in Arizona. 
 
10.6.1.4 Be and remain in compliance with the MCPHD guidance, including any 
guidelines necessary during a public health crisis. 
 
10.7 
PROGRAM PERFORMANCE AND REPORTING 
 
10.7.1 Contractor shall track delivery of planned service performance and submit 
reporting to the County, including reports of activities that have not been started, 
activities in process, and activities implemented. In addition, contractor shall track 
and report progress against service performance goals and desired outcomes as 
indicated in the proposal. 
 
10.7.1.1 Contractor shall provide the County with monthly reports on the project 
and such reports will be due no later than the 15th of each month. 
 
10.7.1.2 Contractor shall provide the County with a quarterly progress report of 
all funded activities within 15 days of the end of each calendar quarter, 
based on a County fiscal year (July 1st through June 30th) . 
 
10.7.2 Notwithstanding any reporting obligations set forth herein, contractor shall provide 
to the County any and all progress reports required by ARPA funding by the federal 
government, the State of Arizona and/or the County (ARPA reporting documents 
will be provided to the contractor upon award).  
 
10.7.3 Progress and Compliance 
 
10.7.3.1 Contractor shall attend progress meetings to be scheduled with the 
County’s ARPA Project Coordinator. 
 
10.7.3.2 Annual Reporting: Not later than 30 days after the close of each County 
fiscal year in which grant monies awarded under this contract are 
furnished, contractor shall submit to the County a narrative report of 
what was implemented with grant funds, the total amount of funding 
used, and number and demographics of refugees and/or immigrants 
who were impacted/benefited from the program. 
 
10.7.4 Financial Reporting 
 
Contractor shall maintain a financial account of financial activities related to the 
contract, and shall provide a financial statement reporting in U.S. dollars, all

SERIAL 230093-RFP 
expenditures of County awarded grant funds and any income earned on those 
funds on a quarterly basis (County fiscal year). The financial statement should 
include County funds received and expended under this grant during the period 
covered by the report. The financial statement will be prepared from books and 
records maintained on a fund accounting (cash) basis. Only expenditures made in 
support of the grant purposes should be charged against the grant, and records 
should be maintained of such expenditures made in support of the grant adequate 
to enable the auditing of such funds on a quarterly basis. 
10.8 
PROJECT COMPLETION REPORTING 
10.8.1 Contractor shall provide the MCHSD with a brief Project Completion Report (no 
more than one page) after the contractor’s project is completed. The Project 
Completion Report shall be due no more than 30 days after the contractor completes 
their awarded project. 
10.8.1.1 The Project Completion Report shall include a brief narrative summary 
of what was implemented with grant funds, the total amount of funding 
used, and projected or potential number of refugees and/or immigrants 
who will be impacted/benefited from this project. 
10.8.1.2 The Project Completion Report shall be signed by an authorized 
representative of the contractor. 
10.9 
RECORD KEEPING 
10.9.1 Contractors shall be responsible for maintaining records of receipts and 
expenditures, clients served, services provided, and locations served for all 
activities performed using grant funds. Such records include, but are not limited to: 
10.9.1.1 Financial statement of all expenditures of grant funds and any income 
earned on those funds. 
10.9.1.2 Records of receipts and expenditures that were paid for by the grant. 
10.9.1.3 A grant program plan, including any additional requirements. 
10.9.1.4 Documentation of any program plan reviews and updates. 
10.9.1.5 Documentation of the services provided in accordance with the grant 
10.9.1.6 Contractor shall maintain all records in an accurate and organized 
manner and keep all records in a secure location. 
10.10 
CONTRACT COMPLIANCE MONITORING/AUDITING 
10.10.1 The County will monitor the contractor's compliance with, and performance under, 
the terms and conditions of the contract and the applicable federal regulations. On-
site visits for compliance monitoring may be made by the County and its grantor 
agencies (or both the County and its grantor agencies) at any time during the 
contractor's normal business hours, announced or unannounced. During an on-
site visit, the contractor shall make all of its records and accounts related to work 
performed or services provided under the contract are available to the County for 
inspection and copying. 
10.10.2 The County will request information for fiscal monitoring/audit per Office of 
Management and Budget (OMB) Uniform Guidance 2 C.F.R. § 200, to include: 
10.10.2.1 
Financial Management 2 C.F.R. § 200.302

SERIAL 230093-RFP 
 
 
10.10.2.2 
Internal Controls 2 C.F.R. § 200.303 
 
10.10.2.3 
Bonds 2 C.F.R. § 200.304 
 
10.10.2.4 
Payment and Financial Reporting 2 C.F.R. § 200.305 
 
10.10.2.5 
Cost Sharing or Matching 2 C.F.R. § 200.306 
 
10.10.2.6 
Program Income 2 C.F.R. § 200.307 
 
10.10.2.7 
Revision of Budget and Program Plans 2 C.F.R. § 200.308 
 
10.10.2.8 
Period of Performance 2 C.F.R. § 200.309 
 
10.10.2.9 
Insurance Coverage 2 C.F.R. § 200.310 
 
10.10.2.10 Record Retention and Access 2 C.F.R. §§ 200.334 – 200.338 
 
10.10.2.11 Procurement Standards 2 C.F.R. § 200.318 
 
10.10.2.12 Indirect Costs 2 C.F.R. § 200.414 
 
10.10.2.13 Compensation-Personal Services 2 C.F.R. § 200.430 
 
10.10.2.14 Audit Requirements 2 C.F.R. §§ 200.501-200.517 
 
10.10.3 Contractor may be monitored for fiscal, program delivery and grant compliance 
annually or more often as needed to ensure complete use of grant funds. 
 
10.10.4 If contractor is found to be deficient in any area, contractor shall receive written 
notification of findings and required corrective actions. Contractor shall provide a 
written response outlining corrective actions and steps to ensure findings are 
corrected and resolved to preclude future issues. 
 
11.0 
TERMS AND CONDITIONS 
 
11.1 
INDEMNIFICATION 
 
11.1.1 To the fullest extent permitted by law, and to the extent that claims, damages, 
losses, or expenses are not covered and paid by insurance purchased by the 
contractor, the contractor shall defend, indemnify, and hold harmless the County 
(as Owner), its agents, representatives, officers, directors, officials, and employees 
from and against all claims, damages, losses, and expenses (including, but not 
limited to attorneys' fees, court costs, expert witness fees, and the costs and 
attorneys' fees for appellate proceedings) arising out of, or alleged to have resulted 
from, the negligent acts, errors, omissions, or mistakes of the contractor, a 
subcontractor, anyone directly or indirectly employed by them, or anyone for 
whose acts they may be liable relating to the performance of this contract. 
 
11.1.2 Contractor's duty to defend, indemnify, and hold harmless the County, its agents, 
representatives, officers, directors, officials, and employees shall arise in 
connection with any claim, damage, loss, or expense that is attributable to bodily 
injury, sickness, disease, death, or injury to, impairment of, or destruction of 
tangible property, including loss of use resulting therefrom, caused by negligent 
acts, errors, omissions, or mistakes in the performance of this contract, but only to 
the extent caused by the negligent acts or omissions of the contractor, a 
subcontractor, anyone directly or indirectly employed by them, or anyone for

SERIAL 230093-RFP 
 
whose acts they may be liable, regardless of whether or not such claim, damage, 
loss, or expense is caused in part by a party indemnified hereunder. 
 
11.1.3 The amount and type of insurance coverage requirements set forth herein will in 
no way be construed as limiting the scope of the indemnity in this section. 
 
11.1.4 The scope of this indemnification does not extend to the sole negligence of County. 
 
11.1.5 In the event that this contract is with another government agency, each party (as 
"Indemnitor") agrees to indemnify, defend, and hold harmless the other party (as 
"Indemnitee") from and against any and all claims, losses, liability, costs, or 
expenses (including reasonable attorney's fees) (hereinafter collectively referred 
to as "claims") arising out of the negligent performance of this agreement, but only 
to the extent that such claims which result in vicarious/derivative liability to the 
Indemnitee are caused by the act, omission, negligence, misconduct, or other fault 
of the Indemnitor, its officers, officials, agents, employees, or volunteers.  
 
11.2 
INSURANCE 
 
11.2.1 Contractor, at Contractor’s own expense, shall purchase and maintain, at a 
minimum, the herein stipulated insurance from a company or companies duly 
licensed by the State of Arizona and possessing an AM Best, Inc. category rating 
of B++. In lieu of State of Arizona licensing, the stipulated insurance may be 
purchased from a company or companies, which are authorized to do business in 
the State of Arizona, provided that said insurance companies meet the approval of 
County. The form of any insurance policies and forms must be acceptable to 
County. 
 
11.2.2 All insurance required herein shall be maintained in full force and effect until all 
work or service required to be performed under the terms of the contract is 
satisfactorily completed and formally accepted. Failure to do so may, at the sole 
discretion of County, constitute a material breach of this contract. 
 
11.2.3 In the event that the insurance required is written on a claims-made basis, 
Contractor warrants that any retroactive date under the policy shall precede the 
effective date of this contract and either continuous coverage will be maintained, 
or an extended discovery period will be exercised for a period of two years 
beginning at the time work under this contract is completed. 
 
11.2.4 Contractor’s insurance shall be primary insurance as respects County, and any 
insurance or self-insurance maintained by County shall not contribute to it. 
 
11.2.5 Any failure to comply with the claim reporting provisions of the insurance policies 
or any breach of an insurance policy warranty shall not affect the County’s right to 
coverage afforded under the insurance policies. 
 
11.2.6 The insurance policies may provide coverage that contains deductibles or self-
insured retentions. Such deductible and/or self-insured retentions shall not be 
applicable with respect to the coverage provided to County under such policies. 
Contractor shall be solely responsible for the deductible and/or self-insured 
retention and County, at its option, may require Contractor to secure payment of 
such deductibles or self-insured retentions by a surety bond or an irrevocable and 
unconditional letter of credit. 
 
11.2.7 The insurance policies required by this contract, except Workers’ Compensation 
and Errors and Omissions, shall name County, its agents, representatives, officers, 
directors, officials, and employees as additional insureds.

SERIAL 230093-RFP 
11.2.8 The policies required hereunder, except Workers’ Compensation and Errors and 
Omissions, shall contain a waiver of transfer of rights of recovery (subrogation) 
against County, its agents, representatives, officers, directors, officials, and 
employees for any claims arising out of Contractor’s work or service. 
11.2.9 If available, the insurance policies required by this contract may be combined with 
Commercial Umbrella Insurance policies to meet the minimum limit requirements. 
If a Commercial Umbrella insurance policy is utilized to meet insurance 
requirements, the Certificate of Insurance shall indicate which lines the 
Commercial Umbrella Insurance covers. 
11.2.9.1 Commercial General Liability 
Commercial General Liability (CGL) insurance and, if necessary, 
Commercial Umbrella insurance with a limit of not less than $2,000,000 
for each occurrence, $4,000,000 Products/Completed Operations 
Aggregate, and $4,000,000 General Aggregate Limit. The policy shall 
include coverage for premises liability, bodily injury, broad form property 
damage, personal injury, products and completed operations and 
blanket contractual coverage, and shall not contain any provisions which 
would serve to limit third party action over claims. There shall be no 
endorsement or modifications of the CGL limiting the scope of coverage 
for liability arising from explosion, collapse, or underground property 
damage. 
11.2.9.2 Automobile Liability 
Commercial/Business Automobile Liability insurance with a combined 
single limit for bodily injury and property damage of not less than 
$2,000,000 each occurrence with respect to any of the Contractor’s 
owned, hired, and non-owned vehicles assigned to or used in 
performance of the Contractor’s work or services or use or maintenance 
of the premises under this contract.  
11.2.9.3 Workers’ Compensation 
11.2.9.3.1 Workers’ compensation insurance to cover obligations 
imposed by Federal and State statutes having jurisdiction of 
Contractor’s employees engaged in the performance of the 
work or services under this contract; and Employer’s 
Liability insurance of not less than $1,000,000 for each 
accident, $1,000,000 disease for each employee, and 
$1,000,000 disease policy limit.  
11.2.9.3.2 Contractor, its subcontractors, and sub-subcontractors 
waive all rights against this contract and its agents, officers, 
directors, and employees for recovery of damages to the 
extent these damages are covered by the workers’ 
compensation and Employer’s Liability or Commercial 
Umbrella Liability insurance obtained by Contractor, its 
subcontractors, and its sub-subcontractors pursuant to this 
contract. 
11.2.9.4 Sexual Molestation and Physical Abuse 
The policy shall be endorsed to include coverage for sexual molestation 
and physical abuse if Contractor shall be providing services that involve 
working with minors and/or vulnerable adults, in which case the 
coverage shall be provided at limits not less than $2,000,000.00 per

SERIAL 230093-RFP 
 
occurrence and $4,000,000.00 aggregate. These limits may be included 
within a General Liability policy, Professional Liability policy or provided 
by separate endorsement with its own limits as required. Contractor 
must provide the following statement on their Certificate(s) of Insurance: 
“Sexual molestation and physical abuse coverage is included.” 
Policies/certificates stating that “Sexual molestation and physical abuse 
coverage is not excluded” do not meet this requirement. 
 
11.2.10 Certificates of Insurance 
 
11.2.10.1 Prior to contract award, Contractor shall furnish the County with valid 
and complete Certificates of Insurance, or formal endorsements as 
required by the contract in the form provided by the County, issued by 
Contractor’s insurer(s), as evidence that policies providing the required 
coverage, conditions and limits required by this contract are in full force 
and effect. Such certificates shall identify this contract number and title. 
 
11.2.10.2 In the event any insurance policy(ies) required by this contract is (are) 
written on a claims-made basis, coverage shall extend for two years past 
completion and acceptance of Contractor’s work or services and as 
evidenced by annual certificates of insurance. 
 
11.2.10.3 If a policy does expire during the life of the Contract, a renewal certificate 
must be sent to County 15 calendar days prior to the expiration date. 
 
11.2.10.4 Certificates of Insurance shall identify Maricopa County as the certificate 
holder as follows: 
 
Maricopa County 
c/o Risk Management 
301 W Jefferson St, Suite 910 
Phoenix, AZ 85003 
 
11.2.11 Cancellation and Expiration Notice 
 
Applicable to all insurance policies required within the insurance requirements of 
this contract, Contractor’s insurance shall not be permitted to expire, be 
suspended, be canceled, or be materially changed for any reason without 30 days 
prior written notice to Maricopa County. Contractor must provide to Maricopa 
County, within two business days of receipt, if they receive notice of a policy that 
has been or will be suspended, canceled, materially changed for any reason, has 
expired, or will be expiring. Such notice shall be sent directly to Maricopa County 
Office of Procurement Services and shall be mailed, or hand delivered to 301 W. 
Jefferson St. Suite 700, Phoenix, AZ 85003, or emailed to the procurement officer 
noted in the solicitation. 
 
11.3 
FORCE MAJEURE 
 
11.3.1 Neither party shall be liable for failure of performance, nor incur any liability to the 
other party on account of any loss or damage resulting from any delay or failure to 
perform all or any part of this contract, if such delay or failure is caused by events, 
occurrences, or causes beyond the reasonable control and without negligence of 
the parties. Such events, occurrences, or causes include, but are not limited to, 
acts of God/nature (including fire, flood, earthquake, storm, hurricane, or other 
natural disaster), war, invasion, act of foreign enemies, hostilities (whether war is 
declared or not), civil war, riots, rebellion, revolution, insurrection, military or 
usurped power or confiscation, terrorist activities, nationalization, government 
sanction, lockout, blockage, embargo, labor dispute, strike, and interruption or 
failure of electricity or telecommunication service, and pandemic.

SERIAL 230093-RFP 
 
 
11.3.2 Each party, as applicable, shall give the other party notice of its inability to perform 
and particulars in reasonable detail of the cause of the inability. Each party must 
use best efforts to remedy the situation and remove, as soon as practicable, the 
cause of its inability to perform or comply. 
 
11.3.3 The party asserting Force Majeure as a cause for non-performance shall have the 
burden of proving that reasonable steps were taken to minimize delay or damages 
caused by foreseeable events, that all non-excused obligations were substantially 
fulfilled, and that the other party was timely notified of the likelihood or actual 
occurrence which would justify such an assertion, so that other prudent 
precautions could be contemplated. 
 
11.4 
ORDERING AUTHORITY 
 
Any request for purchase shall be accompanied by a valid purchase order issued by a 
County department or directed by a Certified Agency Procurement Aid (CAPA) with a 
purchase card for payment. 
 
11.5 
PROCUREMENT CARD ORDERING CAPABILITY 
 
County may opt to use a procurement card (Visa or Master Card) to make payment for 
orders under this contract. 
 
11.6 
NO MINIMUM OR MAXIMUM PURCHASE OBLIGATION 
 
This contract does not guarantee any minimum or maximum purchases will be made. 
Orders will only be placed under this contract when the County identifies a need and proper 
authorization and documentation have been approved. 
 
11.7 
PURCHASE ORDERS 
 
11.7.1 County reserves the right to cancel purchase orders within a reasonable period of 
time after issuance. Should a purchase order be canceled, the County agrees to 
reimburse the Contractor for actual and documentable costs incurred by the 
Contractor in response to the purchase order. The County will not reimburse the 
Contractor for any costs incurred after receipt of County notice of cancellation, or 
for lost profits, or for shipment of product prior to issuance of purchase order. 
 
11.7.2 Contractor agrees to accept verbal notification of cancellation of purchase orders 
from the County procurement officer with written notification to follow. Contractor 
specifically acknowledges to be bound by this cancellation policy. 
 
11.8 
BACKGROUND CHECK 
 
Respondents may be required to pass multiple background checks (e.g. Sheriff’s Office, 
County Attorney's Office, Courts, as well as Maricopa County general government) to 
determine if the respondent is acceptable to do business with the County. This applies to, 
but is not limited to, the company, subcontractors, and employees, and the failure to pass 
these checks shall deem the respondent non-responsible. 
 
11.9 
SUSPENSION OF WORK 
 
The procurement officer may order the Contractor, in writing, to suspend, delay, or interrupt 
all or any part of the work of this contract for the period of time that the procurement officer 
determines appropriate for the convenience of the County. No adjustment shall be made 
under this clause for any suspension, delay, or interruption to the extent that performance 
would have been so suspended, delayed, or interrupted by any other cause, including the 
fault or negligence of the Contractor. No request for adjustment under this clause shall be

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granted unless the claim, in an amount stated, is asserted in writing as soon as practicable 
after the termination of the suspension, delay, or interruption, but not later than the date of 
final payment under the contract. 
 
11.10 
STOP WORK ORDER 
 
11.10.1 The procurement officer may, at any time, by written order to the Contractor, 
require the Contractor to stop all, or any part, of the work called for by this contract 
for a period of 90 calendar days after the order is delivered to the Contractor, and 
for any further period to which the parties may agree. The order shall be specifically 
identified as a stop work order issued under this clause. Upon receipt of the order, 
the Contractor shall immediately comply with its terms and take all reasonable 
steps to minimize the incurrence of costs allocable to the work covered by the order 
during the period of work stoppage. Within a period of 90 calendar days after a 
stop work order is delivered to the Contractor, or within any extension of that period 
to which the parties shall have agreed, the procurement officer shall either: 
 
11.10.1.1 cancel the stop work order; or  
 
11.10.1.2 terminate the work covered by the order as provided in the Termination 
for Default or the Termination for Convenience clause of this contract. 
 
11.10.1.3 The procurement officer may make an equitable adjustment in the 
delivery schedule and/or contract price, and the contract shall be 
modified, in writing, accordingly, if the Contractor demonstrates that the 
stop work order resulted in an increase in costs to the Contractor 
 
11.11 
TERMINATION FOR CONVENIENCE 
 
Maricopa County may terminate the resultant contract for convenience by providing 60 
calendar days advance notice to the Contractor. 
 
11.12 
TERMINATION FOR DEFAULT 
 
11.12.1 The County may, by written Notice of Default to the Contractor, terminate this 
contract in whole or in part if the Contractor fails to: 
 
11.12.1.1 deliver the supplies or to perform the services within the time specified 
in this contract or any extension;  
 
11.12.1.2 make progress, so as to endanger performance of this contract; or 
 
11.12.1.3 perform any of the other provisions of this contract. 
 
11.12.2 The County’s right to terminate this contract under these subparagraphs may be 
exercised if the Contractor does not cure such failure within 10 business days (or 
more if authorized in writing by the County) after receipt of a Notice to Cure from 
the procurement officer specifying the failure. 
 
11.13 
PERFORMANCE 
 
It shall be the Contractor’s responsibility to meet the proposed performance requirements. 
Maricopa County reserves the right to obtain services on the open market in the event the 
Contractor fails to perform, and any price differential will be charged against the Contractor. 
 
11.14 
ACCEPTANCE 
 
Upon completion of services, service delivery shall be deemed accepted and the warranty 
period shall begin when the department has deemed all service/work completed, including

SERIAL 230093-RFP 
 
but not limited to, any inspection, repair, installation, design, development, deployment, 
operation, and initial training (as applicable). Additionally, all documentation shall be 
completed prior to final acceptance. 
 
11.15 
CONTRACTOR EMPLOYEE MANAGEMENT 
 
11.15.1 Contractor shall endeavor to maintain the personnel proposed in their proposal 
throughout the performance of this contract. 
 
11.15.2 If Contractor personnel’s employment status changes, Contractor shall provide 
County a list of proposed replacements with equivalent or greater experience. 
 
11.15.3 Under no circumstances shall the implementation schedule to be impacted by a 
personnel change on the part of the Contractor. 
 
11.15.4 Contractor shall not reassign any key personnel identified in their proposal without 
the express consent of the County. 
 
11.15.5 County reserves the right to immediately remove from its premises any Contractor 
personnel it determines to be a risk to County operations. 
 
11.15.6 County reserves the right to request the replacement of any Contractor personnel 
at any time, for any reason. 
 
11.16 
WARRANTY OF SERVICES 
 
11.16.1 The Contractor warrants that all services provided hereunder will conform to the 
requirements of the contract, including all descriptions, specifications, and 
attachments made a part of this contract. County’s acceptance of services or 
goods provided by the Contractor shall not relieve the Contractor from its 
obligations under this warranty. 
 
11.16.2 In addition to its other remedies, County may, at the Contractor's expense, require 
prompt correction of any services failing to meet the Contractor's warranty herein. 
Services corrected by the Contractor shall be subject to all the provisions of this 
contract in the manner and to the same extent as services originally furnished 
hereunder. 
 
11.17 
INSPECTION OF SERVICES 
 
11.17.1 The Contractor shall provide and maintain an inspection system acceptable to 
County covering the services under this contract. Complete records of all 
inspection work performed by the Contractor shall be maintained and made 
available to County during contract performance and for as long afterwards as the 
contract requires. 
 
11.17.2 County has the right to inspect and test all services called for by the contract, to 
the extent practicable at all times and places during the term of the contract. 
County shall perform inspections and tests in a manner that will not unduly delay 
the work. 
 
11.17.3 If any of the services do not conform to contract requirements, County may require 
the Contractor to perform the services again in conformity with contract 
requirements, at no cost to the County. When the defects in services cannot be 
corrected by re-performance, County may: 
 
11.17.3.1 require the Contractor to take necessary action to ensure that future 
performance conforms to contract requirements; and

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11.17.3.2 reduce the contract price to reflect the reduced value of the services 
performed. 
 
11.17.4 If the Contractor fails to promptly perform the services again or to take the 
necessary action to ensure future performance in conformity with contract 
requirements, County may: 
 
11.17.4.1 by contract or otherwise, perform the services and charge to the 
Contractor, through direct billing or through payment reduction, any cost 
incurred by County that is directly related to the performance of such 
service; or 
 
11.17.4.2 terminate the contract for default. 
 
11.18 
USAGE REPORT 
 
The Contractor shall furnish the County a usage report, upon request, delineating the 
acquisition activity governed by the contract. The format of the report shall be approved by 
the County and shall disclose the quantity and dollar value of each contract item by 
individual unit of measure. 
 
11.19 
STATUTORY RIGHT OF CANCELLATION FOR CONFLICT OF INTEREST 
 
Notice is given that, pursuant to A.R.S. § 38-511, the County may cancel any contract 
without penalty or further obligation within three years after execution of the contract, if any 
person significantly involved in initiating, negotiating, securing, drafting, or creating the 
contract on behalf of the County is at any time, while the contract or any extension of the 
contract is in effect, an employee or agent of any other party to the contract in any capacity 
or consultant to any other party of the contract with respect to the subject matter of the 
contract. Additionally, pursuant to A.R.S. § 38-511, the County may recoup any fee or 
commission paid or due to any person significantly involved in initiating, negotiating, 
securing, drafting, or creating the contract on behalf of the County from any other party to 
the contract arising as the result of the contract. 
 
11.20 
OFFSET FOR DAMAGES 
 
In addition to all other remedies at Law or Equity, the County may offset from any money 
due to the Contractor any amounts Contractor owes to the County for damages resulting 
from breach or deficiencies in performance of the contract. 
 
11.21 
SUBCONTRACTING 
 
11.21.1 The Contractor may not assign to another Contractor or subcontract to another 
party for performance of the terms and conditions hereof without the written 
consent of the County. All correspondence authorizing subcontracting must 
reference the bid serial number and identify the job or project. 
 
11.21.2 The subcontractor’s rate for the job shall not exceed that of the prime Contractor’s 
rate, as bid in the pricing section, unless the prime Contractor is willing to absorb 
any higher rates. The subcontractor’s invoice shall be invoiced directly to the prime 
Contractor, who in turn shall pass-through the costs to the County, without mark-
up. A copy of the subcontractor’s invoice must accompany the prime Contractor’s 
invoice. 
 
11.22 
AMENDMENTS 
 
All amendments to this contract shall be in writing and approved/signed by both parties. 
Maricopa County Office of Procurement Services shall be responsible for approving all 
amendments for Maricopa County.

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11.23 
ADDITIONS/DELETIONS OF REQUIREMENTS 
The County reserves the right to add and/or delete materials and services to a contract. If 
a service requirement is deleted, payment to the Contractor will be reduced proportionately 
to the amount of service reduced in accordance with the bid price. If additional materials 
or services are required from a contract, prices for such additions will be negotiated 
between the Contractor and the County. 
11.24 
RIGHTS IN DATA 
11.24.1 The County shall have the use of data and reports resulting from a contract without 
additional cost or other restriction except as may be established by law or 
applicable regulation. Each party shall supply to the other party, upon request, any 
available information that is relevant to a contract and to the performance 
thereunder. 
11.24.2 Data, records, reports, and all other information generated for the County by a third 
party as the result of a contract are the property of the County and shall be provided 
in a format designated by the County or shall be and remain accessible to the 
County into perpetuity. 
11.25 
ACCESS TO AND RETENTION OF RECORDS FOR THE PURPOSE OF AUDIT AND/OR 
OTHER REVIEW 
11.25.1 In accordance with Section MC1-372 of the Maricopa County Procurement Code, 
the Contractor agrees to retain (physical or digital copies of) all books, records, 
accounts, statements, reports, files, and other records and back-up documentation 
relevant to this contract for six years after final payment or until after the resolution 
of any audit questions, which could be more than six years, whichever is longest. 
The County, Federal or State auditors and any other persons duly authorized by 
the department shall have full access to and the right to examine, copy, and make 
use of, any and all said materials. 
11.25.2 If the Contractor’s books, records, accounts, statements, reports, files, and other 
records and back-up documentation relevant to this contract are not sufficient to 
support and document that requested services were provided, the Contractor shall 
reimburse Maricopa County for the services not so adequately supported and 
documented. 
11.26 
AUDIT DISALLOWANCES 
If at any time it is determined by the County that a cost for which payment has been made 
is a disallowed cost, the County shall notify the Contractor in writing of the disallowance. 
The course of action to address the disallowance shall be at sole discretion of the County, 
and may include either an adjustment to future invoices, request for credit, request for a 
check, or a deduction from current invoices submitted by the Contractor equal to the 
amount of the disallowance, or to require reimbursement forthwith of the disallowed amount 
by the Contractor by issuing a check payable to Maricopa County. 
11.27 
STRICT COMPLIANCE 
Acceptance by County of a performance that is not in strict compliance with the terms of 
the contract shall not be deemed to be a waiver of strict compliance with respect to all other 
terms of the contract. 
11.28 
VALIDITY 
The invalidity, in whole or in part, of any provision of this contract shall not void or affect 
the validity of any other provision of the contract.

SERIAL 230093-RFP 
 
 
11.29 
SEVERABILITY 
 
The removal, in whole or in part, of any provision of this contract shall not void or affect the 
validity of any other provision of this contract. 
 
11.30 
RELATIONSHIPS 
 
11.30.1 In the performance of the services described herein, the Contractor shall act solely 
as an independent Contractor, and nothing herein or implied herein shall at any 
time be construed as to create the relationship of employer and employee, co-
employee, partnership, principal and agent, or joint venture between the County 
and the Contractor. 
 
11.30.2 The County reserves the right of final approval on proposed staff. Also, upon 
request by the County, the Contractor will be required to remove any employees 
working on County projects and substitute personnel based on the discretion of 
the County within two business days, unless a different time period was previously 
approved by the County. 
 
11.31 
NON-DISCRIMINATION 
 
Contractor agrees to comply with all provisions and requirements of Arizona Executive 
Order 2009-09, including flow down of all provisions and requirements to any 
subcontractors. Executive Order 2009-09 supersedes Executive Order 99-4 and amends 
Executive Order 75-5 and is hereby incorporated into this contract as if set forth in full 
herein. During the performance of this contract, Contractor shall not discriminate against 
any employee, client, or any other individual in any way because of that person’s age, race, 
creed, color, religion, sex, disability, or national origin. (Arizona Executive Order 2009-09 
can be viewed at https://apps.azsos.gov/public_services/register/2009/46/governor.pdf). 
 
11.32 
WRITTEN CERTIFICATION PURSUANT to A.R.S. § 35-393.01 
 
If vendor engages in for-profit activity and has 10 or more employees, and if this agreement 
has a value of $100,000 or more, vendor certifies it is not currently engaged in, and agrees 
for the duration of this agreement to not engage in, a boycott of goods or services from 
Israel. This certification does not apply to a boycott prohibited by 50 U.S.C. § 4842 or a 
regulation issued pursuant to 50 U.S.C. § 4842. 
 
11.33 
CERTIFICATION REGARDING DEBARMENT AND SUSPENSION 
 
11.33.1 The undersigned (authorized official signing on behalf of the Contractor) certifies 
to the best of his or her knowledge and belief that the Contractor, its current 
officers, and directors: 
 
11.33.1.1 are not presently debarred, suspended, proposed for debarment, 
declared ineligible, or voluntarily excluded from being awarded any 
contract or grant by any United States department or agency or any 
state, or local jurisdiction; 
 
11.33.1.2 have not within a three-year period preceding this contract: 
 
11.33.1.2.1 been convicted of fraud or any criminal offense in 
connection with obtaining, attempting to obtain, or as the 
result of performing a government entity (Federal, State or 
local) transaction or contract; or 
 
11.33.1.2.2 been convicted of violation of any Federal or State antitrust 
statutes or conviction for embezzlement, theft, forgery,

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bribery, falsification or destruction of records, making false 
statements, or receiving stolen property regarding a 
government entity transaction or contract; 
 
11.33.1.3 are not presently indicted or criminally charged by a government entity 
(Federal, State or local) with commission of any criminal offenses in 
connection with obtaining, attempting to obtain, or as the result of 
performing a government entity public (Federal, State or local) 
transaction or contract; 
 
11.33.1.4 are not presently facing any civil charges from any governmental entity 
regarding obtaining, attempting to obtain, or from performing any 
governmental entity contract or other transaction; and  
 
11.33.1.5 have not within a three-year period preceding this contract had any 
public transaction (Federal, State or local) terminated for cause or 
default. 
 
11.33.2 If any of the above circumstances described in the paragraph are applicable to 
the entity submitting a bid for this requirement, include with your bid an 
explanation of the matter including any final resolution. 
 
11.33.3 The Contractor shall include, without modification, this clause in all lower tier 
covered transactions (i.e. transactions with subcontractors or sub-subcontractors) 
and in all solicitations for lower tier covered transactions related to this contract. 
If this clause is applicable to a subcontractor or sub-subcontractor, the Contractor 
shall include the information required by this clause with their bid. 
 
11.34 
VERIFICATION REGARDING COMPLIANCE WITH A.R.S. § 41-4401 AND FEDERAL 
IMMIGRATION LAWS AND REGULATIONS 
 
11.34.1 By entering into the contract, the Contractor warrants compliance with the 
Immigration and Nationality Act (INA using E-Verify) and all other Federal 
immigration laws and regulations related to the immigration status of its employees 
and A.R.S. § 23-214(A). The Contractor shall obtain statements from its 
subcontractors certifying compliance and shall furnish the statements to the 
procurement officer upon request. These warranties shall remain in effect through 
the term of the contract. The Contractor and its subcontractors shall also maintain 
Employment Eligibility Verification forms (I-9) as required by the Immigration Reform 
and Control Act of 1986, as amended from time to time, for all employees performing 
work under the contract and verify employee compliance using the E-Verify system 
and shall keep a record of the verification for the duration of the employee’s 
employment or at least three years, whichever is longer. I-9 forms are available for 
download at www.uscis.gov. 
 
11.34.2 The County retains the legal right to inspect documents of Contractor and 
subcontractor employees performing work under this contract to verify compliance 
with paragraph 11.34.1 of this section. Contractor and subcontractor shall be given 
reasonable notice of the County’s intent to inspect and shall make the documents 
available at the time and date specified. Should the County suspect or find that the 
Contractor or any of its subcontractors are not in compliance, the County will 
consider this a material breach of the contract and may pursue any and all remedies 
allowed by law, including, but not limited to: suspension of work, termination of the 
contract for default, and suspension and/or debarment of the Contractor. All costs 
necessary to verify compliance are the responsibility of the Contractor. 
 
11.35 
CONTRACTOR EMPLOYEE WHISTLEBLOWER RIGHTS AND REQUIREMENT TO 
INFORM EMPLOYEES OF WHISTLEBLOWER RIGHTS

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11.35.1 The parties agree that this contract and employees working on this contract will be 
subject to the Contractor Employee Whistleblower Protections established by Title 
41 U.S.C. § 4712 and Section 3.908 of the Federal Acquisition Regulation. 
 
11.35.2 Contractor shall inform its employees in writing, in the predominant language of 
the workforce, of employee whistleblower rights and protections under 41 U.S.C. 
§ 4712, as described in Section 3.908 of the Federal Acquisition Regulation. 
Documentation of such employee notification must be kept on file by Contractor 
and copies provided to County upon request. 
 
11.35.3 Contractor shall insert the substance of this clause, including this paragraph, in all 
subcontracts over the simplified acquisition threshold ($250,000 as of fiscal year 
2018). 
 
11.36 
CONTRACTOR LICENSE REQUIREMENT 
 
11.36.1 The Contractor shall procure all permits, insurance, and licenses, and pay the 
charges and fees necessary and incidental to the lawful conduct of his/her 
business, and as necessary complete any requirements, by any and all 
governmental or non-governmental entities as mandated to maintain compliance 
with and remain in good standing. The Contractor shall keep fully informed of 
existing and future trade or industry requirements, and Federal, State, and local 
laws, ordinances, and regulations which in any manner affect the fulfillment of a 
contract and shall comply with the same. Contractor shall immediately notify both 
the Office of Procurement Services and the department of any and all changes 
concerning permits, insurance, or licenses. 
 
11.36.2 Contractor furnishing finished products, materials, or articles of merchandise that 
will require installation or attachment as part of the contract shall possess any 
licenses required. Contractor is not relieved of its obligation to obtain and possess 
the required licenses by subcontracting of the labor portion of the contract. 
Contractors are advised to contact the Arizona Registrar of Contractors, Chief of 
Licensing, to ascertain licensing requirements for a particular contract. Contractor 
shall identify which license(s), if any, the Registrar of Contractors requires for 
performance of the contract. 
 
11.37 
UNIQUE ENTITY IDENTIFIER (UEI) AND SYSTEM FOR AWARD MANAGEMENT 
REGISTRATION 
 
All contractors that receive federal funding must have a UEI number through 
https://sam.gov/content/entity-registration. Contractor must also remain current with the 
System for Award Management www.sam.gov throughout the term of the contract. 
 
11.38 
UNIFORM ADMINISTRATIVE REQUIREMENTS 
 
By entering into a contract, the contractor agrees to comply with all applicable provisions 
of 
Title 2, 
Subtitle A, 
Chapter II, 
Part 
200—UNIFORM ADMINISTRATIVE 
REQUIREMENTS, COST PRINCIPLES, AND AUDIT REQUIREMENTS FOR FEDERAL 
AWARDS contained in Title 2 C.F.R. § 200 et seq. 
 
11.39 
RELIGIOUS ACTIVITIES 
 
The contractor agrees that costs, planned or claimed, including costs incurred, shall not 
include any expense for any religious activity. 
 
11.40 
POLITICAL ACTIVITY PROHIBITED 
 
None of the funds, materials, property, or services contributed by the County or the 
contractor under the agreement shall be used in the performance of this agreement for any

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partisan political activity, or to further the election or defeat of any candidate for public 
office. 
11.41 
EQUAL EMPLOYMENT OPPORTUNITY 
11.41.1 The contractor shall not discriminate against any employee or applicant for 
employment because of race, age, disability, color, religion, sex, or national origin. 
The contractor shall take affirmative action to ensure applicants are employed and 
that employees are treated during employment without regard to their race, age, 
disability, color, religion, sex, or national origin. Such action shall include but is not 
limited to the following: employment, upgrading, demotion or transfer, recruitment, 
or recruitment advertising, lay-off or termination, rates of pay or other forms of 
compensation, and selection for training, including apprenticeship. 
11.41.2 Contractor shall comply with the following provisions: 
11.41.2.1 
Title VI and VII of the Civil Rights Act of 1964, as amended (42 U.S.C. 
§§ 2000a, et seq.);
11.41.2.2 
The Rehabilitation Act of 1973, as amended (29 U.S.C. §§ 701, et seq.); 
11.41.2.3 
The Age Discrimination in Employment Act of 1967, as amended 
(29 U.S.C. §§ 621, et seq.); 
11.41.2.4 
The Americans With Disabilities Act of 1990 (42 U.S.C. §§ 12101, et 
seq.); and Arizona Executive Order 2009-09, as amended, et seq. 
which mandates that all persons shall have equal access to 
employment opportunities. 
11.41.2.5 
Contractor understands that the United States has the right to seek 
judicial enforcement of this assurance. 
11.42 
CERTIFICATION REGARDING LOBBYING 
11.42.1 Contractor certifies, to the best of their knowledge and belief, that: 
11.42.1.1 No federal appropriated funds have been paid or will be paid, by or on 
behalf of the Contractor, to any person for influencing or attempting to 
influence an officer or employee of any agency. This applies to a 
Member of Congress, an officer or employee of Congress, or an 
employee of a Member of Congress in connection with the awarding of 
any federal contract, the making of any federal grant. Including the 
making of any federal, loan the entering into of any cooperative 
agreement, and the extension, continuation, renewal, amendment, or 
modification of any federal contract, grant, loan, or cooperative 
agreement. 
11.42.2 If any funds other than federal appropriated funds, have been paid or will be paid 
to any person for influencing or attempting to influence an officer or employee of 
any agency, member of Congress, an officer or employee of Congress, or an 
employee of a member of Congress in connection with this federal contract, grant, 
loan, or cooperative agreement, the undersigned shall complete and submit 
Standard Form-LLL, “Disclosure Form to Report Lobbying,” in accordance with its 
instructions. 
11.42.3 Contractor shall include Lobbying Certification language in the award documents 
for all subcontractors (including sub-grants, and contract under grants, loans, and 
cooperative agreements) and that all sub-recipients shall certify and disclose 
accordingly.

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11.42.3.1 The Lobbying Certification is a material representation of fact upon 
which reliance was placed when this transaction is made or entered into. 
Submission of this certification is prerequisite for making or entering into 
this transaction imposed by section 1352, Title 31, U.S. Code. Any 
successful proposer(s) who fail to file the required certification shall be 
subject to a civil penalty of not less than $10,000.00 and not more than 
$100,000.00 for each such failure. 
 
11.43 
CLEAN AIR ACT & CLEAN WATER ACT 
 
Contractor must comply with all applicable standards, orders, or requirements issued under 
section 306 of the Clean Air Act (42 U.S.C. 1857(h), section 508 of the Clean Water Act 
(33 U.S.C. 1368) Executive Order 11738, and Environmental Protection Agency 
regulations (40 CFR part 15). 
 
11.44 
ENERGY POLICY AND CONSERVATION ACT 
 
Contractor must adhere to the standards and policies relating to energy efficiency, which 
are contained in the State energy conservation plan issued in compliance with the Energy 
Policy and Conservation Act (Pub. L. 94-163, 89 Stat.871). 
 
11.45 
INFLUENCE 
 
11.45.1 As prescribed in MC1-1203 of the Maricopa County Procurement Code, any effort 
to influence an employee or agent to breach the Maricopa County Ethical Code of 
Conduct or any ethical conduct, may be grounds for disbarment or suspension 
under MC1-902. 
 
11.45.2 An attempt to influence includes, but is not limited to: 
 
11.45.2.1 A person offering or providing a gratuity, gift, tip, present, donation, 
money, entertainment or educational passes or tickets, or any type of 
valuable contribution or subsidy that is offered or given with the intent to 
influence a decision, obtain a contract, garner favorable treatment, or 
gain favorable consideration of any kind. 
 
11.45.3 If a person attempts to influence any employee or agent of Maricopa County, the 
chief procurement officer, or his designee, reserves the right to seek any remedy 
provided by the Maricopa County Procurement Code, any remedy in equity or in 
the law, or any remedy provided by this contract.  
 
11.46 
CONFIDENTIAL INFORMATION 
 
11.46.1 Any information obtained in the course of performing this contract may include 
information that is proprietary or confidential to the County. This provision 
establishes the Contractor’s obligation regarding such information. 
 
11.46.2 The Contractor shall establish and maintain procedures and controls that are 
adequate to assure that no information contained in its records and/or obtained 
from the County or from others in carrying out its functions (services) under the 
contract shall be used by or disclosed by it, its agents, officers, or employees, 
except as required to efficiently perform duties under the contract. The Contractor’s 
procedures and controls, at a minimum, must be the same procedures and controls 
it uses to protect its own proprietary or confidential information. If, at any time 
during the duration of the contract, the County determines that the procedures and 
controls in place are not adequate, the Contractor shall institute any new and/or 
additional measures requested by the County within 15 business days of the 
written request to do so.

SERIAL 230093-RFP 
 
 
11.46.3 Any requests to the Contractor for County proprietary or confidential information 
shall be referred to the County for review and approval, prior to any dissemination. 
 
11.47 
PUBLIC RECORDS 
 
Under Arizona law, all offers submitted and opened are public records and must be 
retained by the County at the Maricopa County Office of Procurement Services. Offers shall 
be open to public inspection and copying after contract award and execution, except for 
such offers or sections thereof determined to contain proprietary or confidential information 
by the Office of Procurement Services. If an offeror believes that information in its offer or 
any resulting contract should not be released in response to a public record request, under 
Arizona law, the offeror shall indicate the specific information deemed confidential or 
proprietary and submit a statement with its offer detailing the reasons that the information 
should not be disclosed. Such reasons shall include the specific harm or prejudice which 
may arise from disclosure. The records manager of the Office of Procurement Services 
shall determine whether the identified information is confidential pursuant to the Maricopa 
County Procurement Code. 
 
11.48 
INTEGRATION 
 
This contract represents the entire and integrated agreement between the parties and 
supersedes 
all 
prior 
negotiations, 
proposals, 
communications, 
understandings, 
representations, or agreements, whether oral or written, expressed, or implied. 
 
11.49 
UNIFORM ADMINISTRATIVE REQUIREMENTS 
 
By entering into this contract, the Contractor agrees to comply with all applicable provisions 
of 
Title 
2, 
Subtitle 
A, 
Chapter 
II, 
Part 
200—UNIFORM 
ADMINISTRATIVE 
REQUIREMENTS, COST PRINCIPLES, AND AUDIT REQUIREMENTS FOR FEDERAL 
AWARDS contained in Title 2 C.F.R. § 200 et seq. 
 
11.50 
GOVERNING LAW 
 
This contract shall be governed by the laws of the State of Arizona. Venue for any actions 
or lawsuits involving this contract will be in Maricopa County Superior Court, Phoenix, 
Arizona. 
 
11.51 
FORCED LABOR 
 
11.51.1 By submitting a bid for this solicitation and/or entering into a contract as a result of 
this solicitation, contractor agrees to comply with all applicable portions of Arizona 
Revised Statutes Section 35-394. Contracting; procurement; prohibition; written 
certification; remedy; termination; exception; definitions. 
 
11.51.2 Contractor certifies that it does not currently, and agrees for the duration of the 
contract, that it will not use:  
 
11.51.2.1 The forced labor of ethnic Uyghurs in the People’s Republic of China. 
 
11.51.2.2 Any goods or services produced by the forced labor of ethnic Uyghurs 
in the People’s Republic of China.  
 
11.51.2.3 Any contractors, subcontractors or suppliers that use the forced labor or 
any good or services produced by the forced labor of ethnic Uyghurs in 
the People’s Republic of China. 
 
11.51.3 If contractor becomes aware during the term of the agreement that contractor is 
not in compliance with this paragraph, the contractor shall notify the County within

SERIAL 230093-RFP 
five business days after becoming aware of the noncompliance. If the contractor 
fails to provide a written certification to the County that the contractor has remedied 
the noncompliance within 180 days after notifying the County of its noncompliance, 
then the agreement terminates, except that if the agreement termination date 
occurs before the end the 180 day period, the agreement terminates on the 
agreement termination date. 
11.52 
PRICES 
Contractor warrants that prices extended to County under this contract are no higher than 
those paid by any other customer for these or similar services. 
11.53 
ORDER OF PRECEDENCE 
In the event of a conflict in the provisions of this contract and Contractor’s license 
agreement, if applicable, the terms of this contract shall prevail. 
11.54 
INCORPORATION OF DOCUMENTS 
11.54.1 The following are to be attached to and made part of this Contract: 
11.54.1.1 Exhibit A – Vendor Information and Itemized Budget 
11.54.1.2 Exhibit B – Scope of Work 
11.54.1.3 Exhibit C – Office of Procurement Services Contractor Travel and Per 
Diem Policy 
11.55 
NOTICES 
All notices given pursuant to the terms of this contract shall be addressed to: 
For County: 
Maricopa County 
Office of Procurement Services 
301 W. Jefferson St. Suite 700 
Phoenix, Arizona 85003-1647 
For Contractor: 
Lutheran Social Services of the Southwest 
2502 E. University Drive, Suite 125 
Phoenix, AZ 85034 
11.56 
INQUIRIES 
11.56.1 Administrative telephone/email inquiries shall be addressed to: 
ELIZABETH KUTTNER, PROCUREMENT OFFICER 
TELEPHONE: (602) 506-0099  
elizabeth.kuttner@maricopa.gov 
11.56.2 Inquiries may be submitted by telephone but must be followed up in writing. No 
oral communication is binding on Maricopa County.

SERIAL 230093-RFP 
IN WITNESS WHEREOF, this contract is executed on the date set forth above. 
LUTHERAN SOCIAL SERVICES OF THE SOUTHWEST 
AUTHORIZED SIGNATURE 
 
 
 
PRINTED NAME AND TITLE 
 
 
 
 
ADDRESS 
 
 
DATE 
MARICOPA COUNTY 
CHAIRMAN, BOARD OF SUPERVISORS 
DATE 
ATTESTED: 
CLERK OF THE BOARD 
DATE 
APPROVED AS TO FORM: 
DEPUTY COUNTY ATTORNEY  
DATE 
Connie Phillips
1702 E Palo Verde St
4/6/2023

EXHIBIT A: VENDOR INFORMATION AND ITEMIZED SERVICE BUDGET 
COMPANY NAME: 
Lutheran Social Services of the Southwest 
DOING BUSINESS AS (dba): 
MAILING ADDRESS: 
2502 E. University Drive, Suite 125, Phoenix, AZ 
85034 
REMIT TO ADDRESS: 
 
TELEPHONE NUMBER: 
480-396-3795
FAX NUMBER: 
480-325-3643
WWW ADDRESS: 
www.lss-sw.org 
REPRESENTATIVE NAME: 
Karen Bamford 
REPRESENTATIVE  TELEPHONE NUMBER: 
520-748-2300
REPRESENTATIVE EMAIL ADDRESS 
grants@lss-sw.org 
UNIQUE ENTITY ID (UEI) FROM SAM.GOV 
KAGJRU4LN8K9 
YES 
NO 
REBATE 
WILL ALLOW OTHER GOVERNMENTAL 
ENTITIES TO PURCHASE FROM THIS 
CONTRACT:  
WILL ACCEPT PROCUREMENT CARD FOR 
PAYMENT: 
 NET 0 DAYS 
ITEMIZED BUDGET 
SERVICES BUDGET FOR CONTRACT PERIOD UP TO ONE YEAR 
 
CONTRACT SERVICE:  
12 months 
RESPONDENT:  Lutheran Social Services of the Southwest 
COST 
I. 
PERSONNEL 
Total Salary 
% 
Allocated 
TOTAL 
SHARED 
COUNTY 
Number 
of 
FTE 
for the 
Service 
SERVICE 
COSTS 
COST 
Positions 
Level 
Position Title 
Contract 
Period 
for 
MCHSD 
COST 
(non-
County 
costs, if 
applicable) 
1.00 
1.00 
Case Manager 
 $    45,000.00 
100% 
$45,000.00 
$0.00 
$45,000.00 
0.50 
0.50 
Immigration Specialist 
 $    45,000.00 
50% 
$22,500.00 
$0.00 
$22,500.00 
0.50 
0.50 
WEP Coordinator 
 $    40,000.00 
50% 
$20,000.00 
$0.00 
$20,000.00 
0.15 
0.15 
Community 
Integration Supervisor 
 $    52,000.00 
15% 
$7,800.00 
$0.00 
$7,800.00 
0.10 
0.10 
Associate Director 
 $    77,000.00 
10% 
$7,700.00 
$0.00 
$7,700.00 
0.15 
0.15 
Administrative 
Assistant 
 $    34,000.00 
15% 
$5,100.00 
$0.00 
$5,100.00 
$0.00

SERIAL 230093-RFP 
2.40 
2.4 
TOTAL: 
$108,100.00 
$108,100.00 
II. 
EMPLOYEE RELATED EXPENSES 
TOTAL 
COUNTY 
ITEM 
BASIS 
COST 
COST 
Fringe  Rate 
16.5% 
$17,836.50 
$0.00 
$17,836.50 
TOTAL: 
$17,836.50 
$17,836.50 
III.   
PROFESSIONAL AND OUTSIDE SERVICES 
TOTAL 
COUNTY 
ITEM 
BASIS 
COST 
COST 
Employee Background Checks 
Background 
checks 
$368.00 
$0.00 
$368.00 
Advertising and Promotion 
print and 
electronic media 
$4,000.00 
$0.00 
$4,000.00 
Social Integration Activities 
Various Social 
Activities 
$6,000.00 
$0.00 
$6,000.00 
Interpreters 
Contract 
Interpreters, 
$500 per month 
$6,000.00 
$0.00 
$6,000.00 
Direct Client Assistance 
Housing Assistance 
$251,000.00 
$0.00 
$251,000.00 
Client telephone, internet and 
computer assistance 
$12,000.00 
$0.00 
$12,000.00 
Employment Assistance, 
transportation, uniforms, tools 
$20,000.00 
$0.00 
$20,000.00 
Food Assistance 
$30,000.00 
$0.00 
$30,000.00 
Clothing and Personal Care, Medical 
Assistance 
$13,700.00 
$0.00 
$13,700.00 
Legal Assistance 
$44,000.00 
$0.00 
$44,000.00 
TOTAL: 
$387,068.00 
$387,068.00 
IV. 
TRAVEL 
TOTAL 
COUNTY 
MILEAGE REIMBURSEMENT 
BASIS 
Per month 
COST 
COST 
Fuel 
12 
200 
$2,400.00 
$0.00 
$2,400.00 
Repairs and maintenance 
12 
300 
$3,600.00 
$0.00 
$3,600.00 
Auto Insurance 
12 
300 
$3,600.00 
$0.00 
$3,600.00 
TOTAL: 
$    9,600.00 
$9,600.00

SERIAL 230093-RFP 
V. 
MATERIALS AND SUPPLIES 
TOTAL 
COUNTY 
ITEM 
BASIS 
COST 
COST 
Office Supplies 
200 per month x 12 months 
$2,400.00 
$0.00 
$2,400.00 
Printing/Copying Supplies 
150 per month x 12 months 
$1,800.00 
$0.00 
$1,800.00 
Program Supplies 
200 per month x 12 months 
$2,400.00 
$0.00 
$2,400.00 
Personal Protective Equipment 
100 per month x 12 months 
$1,200.00 
$0.00 
$1,200.00 
TOTAL: 
$7,800.00 
$7,800.00 
VI. 
OPERATING 
SERVICES 
TOTAL 
COUNTY 
ITEM 
BASIS 
COST 
COST 
Space/Occupancy, Security Systems, 
Telephones, Storage, Utilities 
Usage for 2.4 
FTE, $350/mo 
for 12 months 
$10,080.00 
$0.00 
$10,080 
Cellular phones and internet 
$70 per line per 
month x 12 
months 
$770.00 
$0.00 
$770 
TOTAL: 
$10,850.00 
$10,850.00 
VII. 
EQUIPMENT 
TOTAL 
COUNTY 
ITEM 
BASIS 
COST 
COST 
3 each 
Laptop Computer & 
Accessories 
$ 1,400 per unit 
$4,200.00 
$0.00 
$4,200 
$0.00 
TOTAL: 
$4,200.00 
$4,200.00 
TOTAL 
DIRECT COST: 
$545,454.50 
$545,454.50 
VIII. 
INDIRECT 
TOTAL 
COUNTY 
ITEM 
BASIS 
COST 
COST 
10% of Total Direct 
Services 
$545,454.50 
10% 
$54,545.50 
$0.00 
$54,545.50 
$0.00

SERIAL 230093-RFP 
TOTAL 
INDIRECT 
COST: 
$54,545.50 
$54,545.50 
SUBTOTAL 
ADMIN 
(DIRECT) 
COST: 
$545,454.50 
$545,454.50 
TOTAL 
SERVICE 
COST: 
$600,000.00 
$600,000.00 
PERSONNEL 
108,100.00 
EMPLOYEE RELATED EXPENSES 
17,836.50 
PROFESSIONAL AND OUTSIDE 
SERVICES 
387,068.00 
TRAVEL 
9,600.00 
MATERIALS AND SUPPLIES 
7,800.00 
OPERATING SERVICES 
10,850.00 
EQUIPMENT 
4,200.00 
TOTAL DIRECT COST: 
545,454.50 
INDIRECT 
54,545.50 
TOTAL SERVICE COST 
600,000.00

EXHIBIT B: SCOPE OF WORK 
Proposal  
Executive Summary 
The focus of Refugee and Immigration Services is to build strong foundations for refugees to thrive and 
start a new life in the United States. LSS-SW supports this goal by setting up refugees in their first 
apartment, helping them find jobs, providing free English classes, cultural orientation, employment 
orientation, women’s empowerment, and immigration services. The services offered by LSS-SW are 
comprehensive and help clients achieve economic stability in a relatively short time. In the last few years, 
however, LSS-SW has noticed that some of our clients need additional support. The Covid-19 pandemic, 
housing crisis, and inflation have made it more difficult for vulnerable populations to achieve self-
sufficiency. LSS-SW will support these especially vulnerable populations through intensive case 
management and client assistance, a Women’s Empowerment program, and immigration services. 
Support from Maricopa County of $600,000 will provide the staffing, supplies, and direct client assistance 
needed to help fill in the gaps of traditional resettlement services and help the most vulnerable people 
we serve achieve self-sufficiency and integrate into their new community. 
Proposed Services 
Lutheran Social Services of the Southwest (LSS-SW) has served some of the world’s most persecuted 
people living in Maricopa County. Violence and armed conflict chase millions of people from their homes, 
their families, and their countries forcing them to seek safety in other countries around the world. LSS-
SW supports these refugees as they courageously rebuild their lives and reach independence by offering 
short-term housing, employment assistance, language and self-sufficiency skills training, cultural 
education, connections to community resources, and support for refugee children’s education. The most 
vulnerable refugees such as large families, those with challenging medical conditions, women, and single 
parents, who resettle in Maricopa County need additional support to meet urgent needs and overcome 
barriers in their journey to self-sufficiency and integration into the community. 
Refugee & Immigration Services are designed to contribute to the effective resettlement of refugees, 
asylees, and immigrants including their achieving the goal of economic Self-Sufficiency as quickly as 
possible after arrival in the United States. It is essential that refugees and other eligible beneficiaries 
receive a holistic and seamless delivery of Linguistically Appropriate and Culturally Responsive services 
that best help them with effective resettlement and attaining Self-Sufficiency. Especially vulnerable 
populations such as large families, people with physical and mental health conditions, women and single 
parents need additional support to overcome barriers and achieve self-sufficiency and long-term 
community integration.  
The Maricopa County Refugee Relocation Program will meet the most urgent needs of LSS‐SW’s refugee 
and asylum-seeking clients focusing on the most vulnerable populations, including large families, women, 
single parents, those with medical and/or mental health conditions, and those with limited English and/or 
other skills. Case management and client assistance will focus on identifying and resolving barriers that 
are preventing clients from achieving the goals in their self‐sufficiency plans. Barriers may include housing 
costs, medical/dental/vision expenses, and other basic needs. Providing additional support to the most 
vulnerable populations will help them achieve self-sufficiency and integrate into their new community. 
Through this program, LSS-SW will assist 400 vulnerable refugees, asylees, and immigrants giving them 
the skills and support necessary to become self-sufficient. Our service delivery model is client-centric and 
emphasizes the importance of establishing a strong relationship between families and staff in identifying 
unique needs. The primary goal of these services is for 100% of refugees, asylees, and immigrants we

SERIAL 230093-RFP 
serve to achieve self-sufficiency within 6-8 months of receiving services. LSS-SW will achieve these goals 
through three primary service areas: specialized case management and client assistance, women’s 
empowerment program, and immigration support. 
LSS-SW will provide case management and direct client assistance to especially vulnerable refugee, asylee, 
and immigrant populations. Staff will work directly with resettlement case managers, employment 
specialists, and asylum seeker case managers to assess needs and distribute assistance to help clients 
overcome barriers to self-sufficiency. Assistance will include paying costs such as housing and utility 
assistance, medical/dental/vision services, and other urgent needs.  
Specific tasks will include: 
1.
Receive referrals from Resettlement case manager and conduct intake.
2.
Determine need in alignment with individual/family Self-sufficiency service plan created by client
and case manager.
3.
Establish payment plan to distribute funds directly to vendor.
4.
Follow up to determine vendor was paid and client need was met.
5.
Establish reporting mechanism and report on outputs and outcomes.
LSS-SW will also provide women-focused self-sufficiency and integration services through the Women’s 
Empowerment Program. Refugee women are more likely to be isolated and less integrated into the 
community than their male counterparts. The trauma of the refugee experience is often compounded for 
refugee women because of gender-based violence and cultural expectations. Additional barriers to self-
sufficiency and community integration include: 
1.
Burden of childcare
2.
Less formal education
3.
Trauma
4.
Financial dependence
5.
Lack of confidence
6.
Traditional gender roles
7.
Lack of social support
The Women’s Empowerment program will offer classes and programs specifically tailored to address 
these needs and provide refugee women with the skills, resources, and support they need to rebuild their 
lives and help them, and their families thrive. LSS-SW will provide classes and workshops to build skills in 
areas that will help them succeed in their personal and professional lives such as computer classes, sewing 
classes, health classes, financial literacy classes, and a Women’s Leadership Academy. These classes are 
designed to build necessary skills, promote English Language development and practice, and help women 
build a community of support. 
Finally, LSS-SW will provide immigration assistance to assist refugees, asylees, and immigrants with their 
legal integration. Immigration specialists are certified by the Board of Immigration Appeals and assist 
clients with the following services: 
-
Naturalization
-
Status Adjustment
-
Family Reunification
-
Travel Document Preparation
-
Document Replacement
LSS-SW provides immigration services at a lower cost than immigration attorneys and specializes in 
serving the refugee, asylee, and immigrant populations. Funding from Maricopa County will allow LSS-SW

SERIAL 230093-RFP 
 
to cover the staffing costs of an Immigration Specialist so we can waive the fees for our most vulnerable 
clients and provide these services free of charge. 
 
These services will help move our most vulnerable clients from crisis to stability, build skills and supports 
necessary for self-sufficiency, and promote integration into their new communities. The key to our success 
is the established relationship between families and staff, which enables us to identify the specific needs 
of each individual and tailor our services accordingly. This approach will help refugees, asylees, and 
immigrants quickly integrate into new communities and achieve self-sufficiency in a relatively short time 
frame. 
 
The goal of this program is to help clients overcome short‐term barriers and better position themselves 
to become self-sufficient. The following outcomes will be achieved for clients who participate in this 
program: 
1. 
100% of enrolled clients will achieve self-sufficiency 
2. 
100% of enrolled clients will become integrated into their community 
3. 
100% of enrolled clients will achieve financial stability 
4. 
100% of enrolled clients will improve physical and mental well-being by having their essential 
needs met 
 
We will track progress through monthly reporting and quarterly meetings in order to review progress and 
make adjustments to services as needed. 
 
Our proposed services are designed to help newly arrived refugees and other immigrants achieve self-
sufficiency as quickly as possible. Our client-centered approach, combined with regular monitoring and 
adjustment of services based on need and success, will ensure that we reach our goal of 100% self-
sufficiency for all participants in the program. 
 
Program Feasibility 
 
The Maricopa County Refugee Relocation Program will ensure that assistance is provided to refugees and 
their families with the goal of achieving housing and economic stability.  Our approach to the issue of 
stability involves a multi-faceted method that incorporates both short-term and long-term solutions. 
 
In the short-term, the program will provide refugees with access to temporary housing solutions to meet 
their immediate needs. We will also provide them with essential items, such as clothing and household 
goods, to help them establish a sense of stability and comfort in their new living situation. 
 
In the long-term, the program will work with refugees and their families to help them secure permanent 
housing, as well as provide them with the tools and resources they need to achieve economic stability. 
This includes job training, language classes, skill building, and financial education. Our goal is to help 
refugees and their families become self-sufficient and financially secure in the shortest possible time 
frame. 
 
We believe that the program’s goals are feasible due to the experience and expertise of our organization 
in working with refugees and other vulnerable populations. Our staff has a deep understanding of the 
challenges that refugees and their families face, as well as the solutions that are most effective in helping 
them achieve housing and economic stability. 
 
Furthermore, we have established partnerships with local organizations, government agencies, and 
private businesses that provide essential services and resources to refugees and their families. These

SERIAL 230093-RFP 
 
partnerships will play a crucial role in the success of the program and help us achieve our goal of providing 
refugees with the tools and resources they need to achieve housing and economic stability. 
 
The program’s aim to assist refugees and their families in achieving housing and economic stability is a 
feasible solution that will have a significant and lasting impact. We are confident in our ability to 
implement this program and deliver results that will help refugees achieve their goals and reach a brighter 
future. 
 
Experience 
 
Since 1975, Lutheran Social Services of the Southwest (LSS-SW) has served some of the world’s most 
persecuted people living in Maricopa County. Violence and armed conflict chase millions of people from 
their homes, their families, and their countries forcing them to seek safety in other countries around the 
world. LSS-SW supports these refugees as they courageously rebuild their lives and reach independence 
by offering short-term housing, employment assistance, language and self-sufficiency skills training, 
cultural education, connections to community resources, and support for refugee children’s education.  
We have resettled over 2,100 refugees over the past five years and have served hundreds of other 
refugees resettled by other resettlement agencies through supportive services such as Women’s 
Empowerment and Career Pathways programs. LSS-SW has a long history of adapting services based on 
changing needs in the community including responding quickly to the family separation crisis in the 
summer of 2018 and the release of asylum seekers in Phoenix 2019. LSS-SW was able to use these same 
skills to assess and address the changing needs of refugees and asylees during COVID-19. 
 
LSS-SW is a local affiliate of Lutheran Immigration and Refugee Services in Phoenix and Episcopal 
Migration Ministries in Tucson. Services include: 
- 
Pre-arrival housing 
- 
Case management 
- 
Navigating transportation and basic public services 
- 
Employment support 
- 
K-12 Refugee Education Services 
- 
Refugee Youth Mentoring Program  
- 
Women’s Empowerment 
- 
Immigration and Legal Services 
 
Since 2004, LSS-SW has provided refugees and asylees legal immigration services, such as assistance with 
naturalization, status adjustment, family reunification, travel document preparation, and document 
replacement. LSS-SW is an affiliate of the Catholic Legal Immigration Network, Inc. (CLINIC).  
 
In 2018, LSS-SW began providing services to asylum seekers legally entering the United States for fear of 
persecution in their home country. LSS-SW works with partners, including local churches and community 
organizations to provide humanitarian assistance including food, clothing, and hygiene products, case 
management and coordination, travel assistance, and legal orientation. LSS-SW offers unique community 
integration and support programming for asylum seekers including “Know Your Rights” orientation, school 
enrollment, referrals to community resources, and Employment Authorization Document application 
assistance. In addition to those services for our extended case management clients, we also provide 
referrals for housing, food/clothing assistance, medical services, English classes, representation with 
various state agencies, workforce development (where applicable) co-sponsorship, and cultural 
orientation. For our transitional clients, we offer referrals to local shelters, referrals for medical assistance, 
food/clothing, and travel assistance. 
 
Linguistically, Culturally, and Geographically Appropriate Services

SERIAL 230093-RFP 
 
 
LSS-SW is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. The core 
values of Lutheran Social Services of the Southwest include Dignity, Diversity, and Social Justice and as an 
organization we recognize, accept, and celebrate the differences among people, fostering an environment 
inclusive of everyone. All services provided by LSS-SW are gender-responsive, culturally relevant, and 
linguistically appropriate to the population served. We serve all people regardless of race, ethnicity, 
religion, gender, or sexual orientation in a way that is comfortable and appropriate to each person’s 
background.  
 
LSS-SW recognizes how important it is for service providers to reflect the community they work in and 
strives to ensure staff mirror the diverse families they serve. We recruit staff from diverse backgrounds 
who can provide guidance and share perspectives on the unique challenges that families face in various 
cultures, ethnicities, genders, and sexual orientations. LSS-SW will ensure that all services and activities 
are accessible to individuals and families of diverse backgrounds. We have extensive experience working 
with people from different backgrounds. LSS-SW Refugee & Immigration staff speak 28 languages and 
utilize contract interpreters for languages not spoken by staff. LSS-SW takes reasonable steps to ensure 
that persons with Limited English Proficiency (LEP) have meaningful access and equal opportunity to 
participate in our services, activities, programs, and other benefits. Language assistance is provided 
through competent bilingual staff, staff interpreters, contracts or formal arrangements with local 
organizations providing interpretation or translation services, or technology and telephonic interpretation 
services.  
 
All staff members receive equity training when onboarded and receive additional training each year. 
Cultural competency is built into each program plan and every program has an operations manual with 
cultural competency, client grievance, and staff grievance policies. Staff will work to ensure that program 
activities are developed and evaluated with the importance of culture, ethnicity, gender, and sexual 
orientation in mind. 
 
LSS-SW offices are centrally located in Phoenix with easy access to public transportation. Refugee and 
Immigration staff make every effort to provide conveniently located services to refugees and immigrants 
located throughout Maricopa County including meeting clients at their homes, appointments, convenient 
public locations, and being available via telephone and video calls.  
 
Americans with Disabilities Act and Equal Access to Housing Final Rule 
 
LSS-SW is committed to ensuring equal opportunity for employment and access to facilities and services 
for individuals with disabilities. In accordance with the Americans with Disabilities Act (ADA) all programs, 
services, and activities held by LSS-SW are accessible to individuals with disabilities. All spaces used for 
meetings, programs, and classes will be accessible for employees and clients with disabilities. LSS-SW will 
make reasonable accommodations to all persons with a disability so that they may take part in all program 
and service activities. LSS-SW’s American with Disabilities Act Policy includes the following procedures: 
 
Upon receiving the reasonable accommodation request, the program team member will meet with the 
client to conduct an informal, interactive discussion. The discussion will include the following steps:  
1. A determination of how the client’s disability limits their ability to participate in programs and 
services. 
2. Identify potential accommodations and assessment of the effectiveness of such accommodations 
on the participation in programs and services. 
3. Identification of the type of accommodation needed.  
4. The client’s preference of accommodation will be considered. LSS-SW has the right to select 
among the alternatives available, as long as they are effective.

SERIAL 230093-RFP 
 
5. Selection and implementation of an effective reasonable accommodation by LSS-SW  will occur 
as soon as possible. The program department will continue to communicate with the client to 
discuss timelines for obtaining the accommodation and any possible delays. 
 
LSS-SW provides equal access to all facilities and services for all individuals regardless of gender identity 
in accordance with the Equal Access to Housing Final Rule. LSS-SW respects people’s gender identity and 
makes every effort to ensure that all people are able to access housing and shelter in which they feel safe 
and stable. 
 
Sustainability and Collaboration 
 
Funding from the Maricopa County Refugee Relocation Program will enable LSS-SW to increase and 
expand our partnerships, therefore broadening our stakeholder base.  Ongoing funding and partnerships 
will have three areas of focus: 1) identify new community partners, 2) enhance current relationships with 
community partners and donors, and 3) identify a diverse group of financial supporters.  
 
Through this program, LSS-SW will work closely with the other resettlement agencies and refugee service 
providers in Maricopa County to provide a holistic and wide range of services that emphasizes the 
expertise of each service provider. LSS-SW will establish regular communication with other service 
providers to ensure resources from each agency are appropriately used, ensure we don’t duplicate 
services, and share expertise and best practices.  LSS-SW will also form strategic alliances to strengthen 
ongoing communication, coordinate services, and provide and accept referrals from state, county, and 
local agencies.  
 
LSS-SW has a history of collaborating with partners who work with refugees and immigrants and will 
continue collaborating with all partners to prevent duplication of services and share best practices. Our 
current collaborations and partnerships with other immigration and resettlement agencies and Maricopa 
County enhance our ability to reach underserved communities, maximize resources and improve the 
delivery of services. LSS-SW will ensure partnerships center on the needs and concerns of the families we 
serve by leveraging the resources and expertise of other service providers. 
 
LSS-SW has worked closely with the Maricopa County Public Health Department to coordinate health 
services for the refugee and immigrant clients we serve and provide training and resources on serving 
refugee clients. Throughout this program, LSS-SW will expand and deepen that relationship to advocate 
for families and increase ways to fill in gaps regarding economic concerns, health, and housing. LSS-SW 
will also enhance communications and partnerships with county services, including Human Services and 
Public Health programs to connect families to health providers and social services.  
 
Current funding partners include our national resettlement partners, state agencies, local governments, 
local and national foundations and corporations, faith partners, and individual donors. LSS-SW has a 
robust development and grants team dedicated to relationship building, researching and applying for 
funding opportunities, and overseeing grants and contracts. 
 
Report Submission 
 
 
LSS-SW manages an annual budget of $21 million, maintains extensive partnerships, and annually serves 
over 25,000 people. LSS-SW has a dedicated team of professionals who are responsible for the timely 
submission of monthly reports. We have a comprehensive system in place to ensure that all reports are 
submitted on or before the 15th of each month. This includes a detailed review of all financial data, a 
thorough analysis of the data, and the preparation of the financial and outcome reports. We also have a 
system of checks and balances in place to ensure the accuracy and timeliness of the reports. Additionally,

SERIAL 230093-RFP 
 
our team will establish constant communication with the County to ensure that all reports are submitted 
accurately and on time. 
 
Staff Qualifications 
 
LSS-SW has a linguistically diverse and culturally appropriate staff with extensive experience providing 
services to refugees and immigrants. All staff members are vetted, evaluated, and trained according to 
HR best practices to ensure that the highest level of care is provided to the clients we serve. The following 
staff members will be working on this program: 
 
Name/ 
Title 
Key Roles and Responsibilities 
FTE 
Associate 
Director 
1. Program Management: Oversee the development and implementation of all resettlement 
programs and services, ensuring they meet the needs of refugees and align with the 
agency's mission and goals. 
2. Staff Management: Lead and supervise a team of case managers and support staff, 
providing direction, support, and training as needed. Ensure high-quality services and 
support for refugees. 
3. Community Relations: Build and maintain relationships with community organizations, 
local government agencies, and other stakeholders to enhance the agency's ability to serve 
refugees and promote their successful resettlement and integration into the community. 
4. Program Evaluation: Continuously assess the effectiveness of the agency's programs and 
services, and make recommendations for improvement based on feedback from refugees 
and staff. 
0.10 
Community 
Integration 
Supervisor 
1. Program Development: Develop and implement programs and services aimed at 
promoting the successful integration of refugees into the community, including language 
classes, cultural orientation, and job training. 
2. Staff Management: Supervise a team of community integration specialists, providing 
guidance, support, and training to ensure high-quality services for refugees. 
3. Community Outreach: Build and maintain relationships with community organizations and 
local government agencies to identify resources and opportunities for refugees and to 
promote their successful integration into the community. 
4. Program Evaluation: Continuously assess the effectiveness of the agency's community 
integration programs and make recommendations for improvement. 
5. Partner Relations: Collaborate with other resettlement agencies and organizations to 
ensure coordinated and effective services for refugees. 
0.15 
Women’s 
Empowerment 
Coordinator 
1. Develop and implement a comprehensive program to empower refugee women, including 
setting goals, objectives, and strategies. 
2. Build partnerships and relationships with organizations, communities, and individuals who 
can support the program and its goals. 
3. Conduct needs assessments for refugee women to identify gaps and opportunities for 
improvement. 
4. Develop and deliver training, workshops, and other educational activities to help women 
develop new skills and knowledge. 
5. Create opportunities for women to connect with one another, including through mentorship 
programs and peer-to-peer support groups. 
6. Raise awareness of the challenges faced by refugee women and the importance of 
empowering them, including through advocacy and outreach efforts. 
7. Monitor and evaluate the program’s effectiveness, making changes as needed to ensure its 
success. 
8. Manage the program’s budget and resources, including staff and volunteers. 
0.50 
TBH, Case 
Manager 
1. Provide direct case management and support to newly arrived refugees, helping them 
navigate state and local systems and working with them to increase their ability to 
navigate systems independently. 
1.0

SERIAL 230093-RFP 
 
2. Develop a comprehensive Self-Sufficiency Plan with all refugee clients detailing the 
strategies and timeframe to achieve stability and independence. Assist clients in meeting 
self-sufficiency goals and removing any barriers. 
3. Identify needs and make appropriate referrals based on vulnerability (addressing housing, 
community linkages, physical and/or mental health, language, financial, employment, 
family wellness, or personal security) 
4. In collaboration with Employment Specialist, provide one-on-one guidance and 
information in regard to financial responsibilities, budgeting, and short/long term 
planning. 
5. Offer interpretation, translation, and transportation services to clients 
Immigration 
Specialist 
1. Prepare USCIS forms, documents, applications, and packets and liaise with U.S. Citizenship 
and Immigration Services. Prepare all legal documents including but not limited to briefs, 
motions, applications, and appeals. 
2. Coordinate and manage caseload of immigration clients. 
3. Remain current on all immigration law matters relating to caseload. Attend all relevant 
immigration training in order to keep BIA accreditation current. 
0.50 
Administrative 
Assistant 
1. Support resettlement staff by compiling arrivals list and assurances list, opening new 
client files, data entry, and other program support tasks. 
2. Schedule client appointments with staff 
3. Greet clients and visitors professionally and courteously  
4. Answer phones, transfer calls appropriately 
 
0.15

EXHIBIT C:  OFFICE OF PROCUREMENT SERVICES CONTRACTOR TRAVEL AND PER 
DIEM POLICY 
 
1.0 
All contract-related travel plans and arrangements shall be prior-approved by the County contract 
administrator. 
 
2.0 
Lodging, per diem, and incidental expenses incurred in performance of Maricopa County/Special 
District (County) contracts shall be reimbursed based on current U.S. General Services 
Administration (GSA) domestic per diem rates for Phoenix, Arizona. Contractors must access the 
following internet site to determine rates (no exceptions): www.gsa.gov. 
 
2.1 
Additional incidental expenses (i.e., telephone, fax, internet, and copying charges) shall 
not be reimbursed. They should be included in the contractor’s hourly rate as an overhead 
charge. 
 
2.2 
The County will not (under any circumstances) reimburse for contractor guest lodging, per 
diem, or incidentals. 
 
3.0 
Commercial air travel shall be reimbursed as follows: 
 
3.1 
Coach airfare will be reimbursed by the County. Business class airfare may be allowed 
only when preapproved in writing by the County contract administrator as a result of the 
business needs of the County when there is no lower fare available.  
 
3.2 
The lowest direct flight airfare rate from the contractor’s assigned duty post (pre-defined at 
the time of contract signing) will be reimbursed. Under no circumstances will the County 
reimburse for airfares related to transportation to or from an alternate site. 
 
3.3 
The County will not (under any circumstances) reimburse for contractor guest commercial 
air travel. 
 
4.0 
Rental vehicles may only be used if such use would result in an overall reduction in the total cost 
of the trip, not for the personal convenience of the traveler. Multiple vehicles for the same set of 
travelers for the same travel period will not be permitted without prior written approval by the County 
contract administrator. 
 
4.1 
Purchase of comprehensive and collision liability insurance shall be at the expense of the 
contractor. The County will not reimburse a contractor if the contractor chooses to purchase 
this coverage. 
 
4.2 
Rental vehicles are restricted to sub-compact, compact, or mid-size sedans unless a larger 
vehicle is necessary for cost efficiency due to the number of travelers. (NOTE: Contractors 
shall obtain pre-approval in writing from the County contract administrator prior to rental of 
a larger vehicle.) 
 
4.3 
County will reimburse for parking expenses if free, public parking is not available within a 
reasonable distance of the place of County business. All opportunities must be exhausted 
prior to securing parking that incurs costs for the County. Opportunities to be reviewed are 
the DASH, shuttles, etc. that can transport the contractor to and from County buildings with 
minimal costs. 
 
4.4 
County will reimburse for the lowest rate, long-term, uncovered (covered or enclosed 
parking will not be reimbursed) airport parking only if it is less expensive than shuttle 
service to and from the airport. 
 
4.5 
The County will not (under any circumstances) reimburse the contractor for guest vehicle 
rental(s) or other any transportation costs. 
 
5.0 
Contractor is responsible for all costs not directly related to the travel except those that have been 
pre-approved by the County contract administrator. These costs include, but are not limited to, the

SERIAL 230093-RFP 
 
following: in-room movies, valet service, valet parking, laundry service, costs associated with 
storing luggage at a hotel, fuel costs associated with non-County activities, tips that exceed the per 
diem allowance, health club fees, and entertainment costs. Claims for unauthorized travel 
expenses will not be honored and are not reimbursable. 
 
6.0 
Travel and per diem expenses shall be capped at 15 percent of project price unless otherwise 
specified and approved by the County in individual contracts. 
 
7.0 
Contractor shall provide, (upon request) with their invoice(s), copies of receipts supporting travel 
and per diem expenses, and, if applicable, with a copy of the written consent issued by the County 
contract administrator. No travel and per diem expenses shall be paid by County without copies of 
the written consent as described in this policy and copies of all receipts.