171129- CONTRACT-ANLAR INC.PDF

CONTRACT PURSUANT TO RFP
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This Contract is entered into this 4th day of October, 2017 by and between Maricopa County (“County”), a political
subdivision of the State of Arizona, and Contractor, AnLar Incorporated (“Contractor”) for the purchase of Educational
Consulting services.
1.0 CONTRACT TERM:
1.1 This Contract is for a term of one (1) year, beginning on the 4th day of October, 2017 and ending the
31st day of October, 2018.
1.2 The County may, at its option and with the agreement of the Contractor, renew the term of this
Contract for additional terms up to a maximum of four (4) additional one (1) year terms, (or at the
County’s sole discretion, extend the contract on a month-to-month bases for a maximum of six (6)
months after expiration). The County shall notify the Contractor in writing of its intent to extend the
Contract term at least sixty (60) calendar days prior to the expiration of the original contract term, or
any additional term thereafter.
2.0 FEE ADJUSTMENTS:
2.1 Any request for a fee adjustment must be submitted sixty (60) days prior to the current Contract
expiration date etc. Requests for adjustment in cost of labor and/or materials must be supported by
appropriate documentation. If County agrees to the adjusted fee, County shall issue written approval
of the change. The reasonableness of the request will be determined by comparing the request with
the (Consumer Price Index) or by performing a market survey. This Contract is for a term of one (1)
year, beginning on the 7th day of September 2017 and ending the 31st day of April, 2018.
2.2 The County may, at its option and with the agreement of the Contractor, renew the term of this
Contract for additional terms up to a maximum of four (4) additional one (1) year terms, (or at the
County’s sole discretion, extend the contract on a month-to-month bases for a maximum of six (6)
months after expiration). The County shall notify the Contractor in writing of its intent to extend the
Contract term at least sixty (60) calendar days prior to the expiration of the original contract term, or
any additional term thereafter.
3.0 PAYMENTS:
3.1 As consideration for performance of the duties described herein, County shall pay Contractor the
sum(s) stated in Exhibit “A.”
3.2 Payment shall be made upon the County’s receipt of a properly completed invoice.
3.3 INVOICES:
3.3.1 The Contractor shall submit one (1) legible copy of their detailed invoice before payment(s)
can be made. Incomplete invoices will not be processed. At a minimum, the invoice must
provide the following information:
• Company name, address and contact
• County bill-to name and contact information

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• Contract Serial Number
• County purchase order number
• Invoice number and date
• Payment terms
• Date of service or delivery
• Description of Purchase (product or services)
• Pricing per unit of purchase
• Freight (if applicable)
• Extended price
• Mileage w/rate (if applicable)
• Arrival and completion time (if applicable)
• Total Amount Due
Problems regarding billing or invoicing shall be directed to the using agency as listed on the Purchase
Order.
3.3.2 Payment shall 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 located
on the County Department of Finance Vendor Registration Web Site
(http://www.maricopa.gov/Finance/Vendors.aspx).
3.3.3 Discounts offered in the contract shall be calculated based on the date a properly completed
invoice is received by the County (ROI).
3.3.4 EFT payments to the routing and account numbers designated by the Contractor will 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.
3.4 APPLICABLE TAXES:
3.4.1 Payment of Taxes: The Contractor shall pay all applicable taxes. With respect to any
installation labor on items that are not attached to real property performed by Contractor
under the terms of this Contract, the installation labor cost and the gross receipts for
materials provided shall be listed separately on the Contractor’s invoices.
3.4.2 State and Local Transaction Privilege Taxes: Maricopa County is subject to all applicable
state and local transaction privilege taxes. To the extent any state and local transaction
privilege taxes apply to sales made under the terms of this contract it is the responsibility of
the seller to collect and remit all applicable taxes to the proper taxing jurisdiction of
authority.
3.4.3 Tax Indemnification: Contractor and all subcontractors shall pay all Federal, state, and
local taxes applicable to its 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 Worker’s
Compensation.
3.5 TAX: (SERVICES):
No tax shall be levied against labor. It is the responsibility of the Contractor to determine any and all
taxes and include the same in proposal price.

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3.6 INTERGOVERNMENTAL COOPERATIVE PURCHASING AGREEMENTS (ICPA’s):
3.6.1 County currently holds ICPA’s with numerous governmental entities throughout the State of
Arizona. These agreements allow those entities, with the approval of the Contractor, to
purchase their requirements under the terms and conditions of the County Contract. Please
indicate on Attachment A, your acceptance or rejection regarding such participation of other
governmental entities. Your response will not be considered as an evaluation factor in
awarding a contract
4.0 AVAILABILITY OF FUNDS:
4.1 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.
4.2 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 ten (10) days in advance.
5.0 DUTIES:
5.1 The Contractor shall perform all duties stated in Exhibit “B”, or as otherwise directed in writing by the
Procurement Officer.
5.2 During the Contract term, County may provide Contractor’s personnel with adequate workspace for
consultants and such other related facilities as may be required by Contractor to carry out its
contractual obligations.
6.0 TERMS and CONDITIONS:
6.1 INDEMNIFICATION:
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, agents, 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 relating to the performance of this Contract.
Contractor's duty to defend, indemnify, and hold harmless the County, its agents, representatives,
agents, 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 there from, 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, any one directly or indirectly
employed by them, or anyone for 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.
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 paragraph.
The scope of this indemnification does not extend to the sole negligence of County.

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6.2 INSURANCE:
6.2.1 Contractor, at Contractor’s own expense, shall purchase and maintain the herein stipulated
minimum insurance from a company or companies duly licensed by the State of Arizona and
possessing a current A.M. Best, Inc. 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.
6.2.2 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.
6.2.3 Contractor’s insurance shall be primary insurance as respects County, and any insurance or
self-insurance maintained by County shall not contribute to it.
6.2.4 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.
6.2.5 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.
6.2.6 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.
6.2.7 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.
6.2.8 Commercial General Liability:
Commercial General Liability 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.
6.2.9 Automobile Liability:
Commercial/Business Automobile Liability insurance and, if necessary, Commercial
Umbrella insurance with a combined single limit for bodily injury and property damage of
not less than $1,000,000 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.
6.2.10 Workers’ Compensation:
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

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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.
Contractor, its contractors and its subcontractors waive all rights against 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 contractors and its
subcontractors pursuant to this Contract.
6.2.10.1 Minimum Limits:
General Aggregate $4,000,000
Each Occurrence Limit $2,000,000
Sexual Abuse/Molestation $2,000,000
6.2.10.2 County shall be a Certificate Holder:
Before providing the services as defined above, Developer shall furnish County
with Certificates of Insurance evidencing coverage required by this Article. The
certificates shall identify County as additional insured and shall be signed by a
person authorized by that insurer to bind coverage on its behalf.
All obligations for occurrence coverage shall survive termination of this
Agreement. Other insurance policies required hereby shall expressly provide that
such policies shall not be canceled, terminated or materially altered without thirty
(30) days prior written notice to County.
All insurance obligations of this Article shall survive termination of this
Agreement.
It is understood that the County is “Self-Insured” and a Certificate of Insurance
shall be provided by County upon approval of this Agreement by the Parties.
6.2.11 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 thirty (30) days prior written notice to
Maricopa County. Contractor must provide to Maricopa County, within 2 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 320 West Lincoln Street, Phoenix, AZ 85003, or emailed to Procurement
Officer noted in solicitation.
6.3 FORCE MAJEURE:
6.3.1 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 will include 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, interruption or failure of electricity or
telecommunication service.
6.3.2 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

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to remedy the situation and remove, as soon as practicable, the cause of its inability to
perform or comply.
6.3.3 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.
6.3.4 The County shall reserve the right to terminate this Contract and/or any applicable order or
contract release purchase order upon non-performance by Contractor. The County shall
reserve the right to extend the Contract and time for performance at its discretion.
6.4 WARRANTY OF SERVICES:
6.4.1 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.
6.4.2 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.
6.5 INSPECTION OF SERVICES:
6.5.1 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.
6.5.2 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.
6.5.3 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:
6.5.3.1 Require the Contractor to take necessary action to ensure that future performance
conforms to Contract requirements; and
6.5.3.2 Reduce the Contract price to reflect the reduced value of the services performed.
6.5.4 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:
6.5.4.1 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
6.5.4.2 Terminate the Contract for default.
6.6 REQUIREMENTS CONTRACT:
6.6.1 Contractors signify their understanding and agreement by signing a bid submittal, that the
Contract resulting from the bid is a requirements contract. However, the Contract does not
guarantee any minimum or maximum number of purchases will be made. It only indicates
that if purchases are made for the materials or services contained in the Contract, they will be

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purchased from the Contractor awarded that item if the Contractor can meet all the delivery
requirements of the County. Orders will only be placed when the County identifies a need
and proper authorization and documentation have been approved.
6.6.2 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, shipment of product prior to
issuance of Purchase Order, etc.
6.6.3 Contractors agree to accept verbal notification of cancellation of Purchase Orders from the
County Procurement Officer with written notification to follow. By submitting a bid in
response to this Invitation for Bids, the Contractor specifically acknowledges to be bound by
this cancellation policy.
6.7 BACKGROUND CHECK:
Contractors need to be aware that there may be multiple background checks (Sheriff’s
Office, County Attorney's Office, Courts as well as Maricopa County general government) to
determine if the respondents employees are acceptable for the contractor to do business with
the County. This applies to (but is not limited to) the company and sub-contractors.
Employees or others who fail to pass these checks shall not be allowed to work on County
projects. Failure to meet these requirements may lead to termination of the contract.
6.8 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
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.
6.9 STOP WORK ORDER:
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
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 days after a
stop-work is delivered to the Contractor, or within any extension of that period to which the
parties shall have agreed, the Procurement Officer shall either—
6.9.1 Cancel the stop-work order; or
6.9.2 Terminate the work covered by the order as provided in the Default, or the Termination for
Convenience of the County clause of this contract.
6.9.3 The Procurement Officer may make an equitable adjustment in the delivery schedule and/or
contract price, or otherwise, 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.

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6.10 UNCONDITIONAL TERMINATION FOR CONVENIENCE:
Maricopa County may terminate the resultant Contract for convenience by providing sixty (60)
calendar days advance notice to the Contractor.
6.11 TERMINATION FOR DEFAULT:
The County may, by written notice of default to the Contractor, terminate this contract in whole or in
part if the Contractor fails to:
6.11.1 Deliver the supplies or to perform the services within the time specified in this contract or
any extension;
6.11.2 Make progress, so as to endanger performance of this contract; or
6.11.3 Perform any of the other provisions of this contract.
6.11.4 The County’s right to terminate this contract under these subparagraph may be exercised if
the Contractor does not cure such failure within 10 days (or more if authorized in writing by
the County) after receipt of the notice from the Procurement Officer specifying the failure.
6.12 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.
6.13 CONTRACTOR LICENSE REQUIREMENT:
6.13.1 The Respondent shall procure all permits, insurance, licenses and pay the charges and fees
necessary and incidental to the lawful conduct of his/her business, and as necessary complete
any required certification requirements, required by any and all governmental or non-
governmental entities as mandated to maintain compliance with and in good standing for all
permits and/or licenses. The Respondent shall keep fully informed of existing and future
trade or industry requirements, 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 Office of Procurement Services and the using
agency of any and all changes concerning permits, insurance or licenses.
6.13.2 Respondents furnishing finished products, materials or articles of merchandise that will
require installation or attachment as part of the Contract, shall possess any licenses required.
A Respondent is not relieved of its obligation to posses the required licenses by
subcontracting of the labor portion of the Contract. Respondents are advised to contact the
Arizona Registrar of Contractors, Chief of Licensing, at (602) 542-1525 to ascertain
licensing requirements for a particular contract. Respondents shall identify which license(s),
if any, the Registrar of Contractors requires for performance of the Contract.
6.14 SUBCONTRACTING:
6.14.1 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 project.

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6.14.2 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 or
the County has approved the increase. 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.
6.15 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.
6.16 ADDITIONS/DELETIONS OF SERVICE:
6.16.1 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.
6.16.2 The County reserves the right of final approval on proposed staff for all Task Orders. 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 previously approved by the County.
6.17 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.
6.18 SEVERABILITY:
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 this Contract.
6.19 RIGHTS IN DATA:
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.
6.20 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 may be viewed
and downloaded at the Governor of the State of Arizona’s website
http://azmemory.azlibrary.gov/cdm/singleitem/collection/execorders/id/680/rec/1 which 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.
6.21 ISRAEL BOYCOTT:
By signing this Contract, the Contractor certifies that they are in compliance with Article 9, Arizona
Revised Statutes Section 35-393 et seq.

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6.22 CERTIFICATION REGARDING DEBARMENT AND SUSPENSION:
6.22.1 The undersigned (authorized official signing for the Contractor) certifies to the best of his or
her knowledge and belief, that the Contractor
6.22.1.1 is not presently debarred, suspended, proposed for debarment, declared
ineligible, or voluntarily excluded from covered transactions by any Federal
Department or agency;
6.22.1.2 have not within 3-year period preceding this Contract been convicted of or had a
civil judgment rendered against them for commission of fraud or a criminal
offense in connection with obtaining, attempting to obtain, or performing a
public (Federal, State or local) transaction or contract under a public transaction;
violation of Federal or State antitrust statues or commission of embezzlement,
theft, forgery, bribery, falsification or destruction of records, making false
statements, or receiving stolen property;
6.22.1.3 are not presently indicted or otherwise criminally or civilly charged by a
government entity (Federal, State or local) with commission of any of the
offenses enumerated in paragraph (2) of this certification; and
6.22.1.4 have not within a 3-year period preceding this Contract had one or more public
transaction (Federal, State or local) terminated for cause of default.
6.22.2 The Contractor agrees to include, without modification, this clause in all lower tier covered
transactions (i.e. transactions with subcontractors) and in all solicitations for lower tier
covered transactions related to this Contract.
6.23 VERIFICATION REGARDING COMPLIANCE WITH ARIZONA REVISED STATUTES §41-
4401 AND FEDERAL IMMIGRATION LAWS AND REGULATIONS:
6.23.1 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 USCIS.GOV.
6.23.2 The County retains the legal right to inspect contractor and subcontractor employee
documents performing work under this Contract to verify compliance with paragraph 6.23.1
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.
6.24 INFLUENCE:
As prescribed in MC1-1202 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.
An attempt to influence includes, but is not limited to:

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6.24.1 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,
6.24.2 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.
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.
6.25 CONTRACTOR EMPLOYEE WHISTLEBLOWER RIGHTS AND REQUIREMENT TO
INFORM EMPLOYEES OF WHISTLEBLOWER RIGHTS:
6.25.1 The Parties agree that this Contract and employees working on this Contract will be subject
to the whistleblower rights and remedies in the pilot program on contractor employee
whistleblower protections established at 41 U.S.C. § 4712 by section 828 of the National
Defense Authorization Act for Fiscal Year 2013 (Pub. L. 112–239) and section 3.908 of the
Federal Acquisition Regulation;
6.25.2 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.
6.25.3 Contractor shall insert the substance of this clause, including this paragraph (c), in all
subcontracts over the simplified acquisition threshold ($150,000 as of September 2013).
6.26 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.
6.27 ACCESS TO AND RETENTION OF RECORDS FOR THE PURPOSE OF AUDIT AND/OR
OTHER REVIEW:
6.27.1 In accordance with section MCI 371 of the Maricopa County Procurement Code the
Contractor agrees to retain all books, records, accounts, statements, reports, files, and other
records and back-up documentation relevant to this Contract for six (6) years after final
payment or until after the resolution of any audit questions which could be more than six (6)
years, whichever is latest. 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.
6.27.2 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.
6.27.3 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
deduction from current billings Submitted by the Contractor by 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.

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6.28 AUDIT DISALLOWANCES:
If at any time, County determines that a cost for which payment has been made is a disallowed cost,
such as overpayment, County shall notify the Contractor in writing of the disallowance. County shall
also state the means of correction, which may be but shall not be limited to adjustment of any future
claim submitted by the Contractor by the amount of the disallowance, or to require repayment of the
disallowed amount by the Contractor.
6.29 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.
6.30 PUBLIC RECORDS:
Under Arizona law, all Contracts are public records and must be retained by the Records Manager at
the Office of Procurement Services. Contracts shall be open to public inspection and copying after
Contract award and execution, except for such Contracts or sections thereof determined to contain
proprietary or confidential information by the Office of Procurement Services.
6.31 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.
6.32 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, express or implied.
6.33 RELATIONSHIPS:
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.
6.34 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 or in the United States District
Court for the District of Arizona, sitting in Phoenix, Arizona
6.35 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.
6.36 INCORPORATION OF DOCUMENTS:
The following are to be attached to and made part of this Contract:
6.36.1 Exhibit A, Pricing;
6.36.2 Exhibit B, Scope of Work;
6.36.3 Exhibit C, Office of Procurement Services Contractor Travel and Per Diem Policy.

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NOTICES:
All notices given pursuant to the terms of this Contract shall be addressed to:
For County:
Maricopa County
Office of Procurement Services
ATTN: Contract Administration
320 West Lincoln Street
Phoenix, Arizona 85003-2494
For Contractor:
AnLar Incorporated
1220 N. Fillmore Street, Suite 330
Arlington, VA 22201

SERIAL 171129-RFP
IN WITNESS WHEREOF, this Contract is executed on the date set forth above.
MARICOPA COUNTY
CHAIRMAN, BOARD OF SUPERVISORS DATE
ATTESTED:
CLERK OF THE BOARD DATE
APPROVED AS TO FORM:
DEPUTY COUNTY ATTORNEY DATE

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EXHIBIT A
PRICING

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EXHIBIT B
SCOPE OF WORK
2.0 SCOPE OF WORK:
2.1 Interactive Video Instruction/Instructional Technology:
2.1.1 Consultant Services:
2.1.1.1 Instructor(s) to provide instruction in content-specific courses to Maricopa
County students through the MCESA Interactive Video Instruction Lab.
2.1.1.2 Consultant(s) to create K-12 course material to be taught through the
Interactive Video Instruction Lab.
2.1.1.3 Consultant(s) to plan job-embedded professional development in innovative
and engaging uses of technology in the classroom that will result in increased
student academic progress, achievement, and success.
2.1.1.4 Consultant(s) to support MCESA staff in identifying instructional technology
practices that result in significant student learning gains.
2.1.1.5 Consultant(s) to work collaboratively with teacher and principal evaluation
teams to incorporate effective innovative practices for instruction into
evaluation system.
2.1.1.6 Consultant(s) to train on broadcast equipment installed in the interactive video
instruction lab.
2.1.1.7 Consultant(s) to support the development of a cadre of district/school based
innovative instructional practice leaders skilled in the use of technology to
deliver effective instruction.
2.1.1.8 Consultant(s) to develop a repository of innovative practices in instruction and
assessment through videotaping and streaming of effective lessons.
2.1.2 Professional Development Services
2.1.2.1 Instructor(s)/facilitator(s) to deliver job-embedded professional development
in innovative and engaging uses of technology in the classroom that will result
in increased student academic progress, achievement, and success.
2.2 Educational Programming:
2.2.1 Consultant Services:
2.2.1.1 Consultant(s) to plan job-embedded professional development for
superintendents, district office staff, principal leaders, principals, assistant
principals, and/or teachers in identified topic areas (e.g., teacher/principal
supervision and evaluation; instructional leadership; data-informed decision-
making; mentoring/coaching of teachers; continuous improvement planning;
curriculum, instruction, and assessment).
2.2.1.2 Consultant(s) to provide technical assistance on the development,
implementation, monitoring, evaluation, revision, and/or validation of:
2.2.1.2.1 Student academic progress growth models, including value-added
modeling for use in pay-for-performance programs; including the
development of differentiated guidebooks and other

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communication materials that explain the components of a
performance-based compensation system.
2.2.1.2.2 A valid and reliable formative/benchmark assessment system,
aligned to the State-administered AzMERIT assessment.
2.2.1.2.3 Valid and reliable formative assessments
2.2.1.2.4 Tool(s) and processes designed to assess knowledge, skills, and
dispositions of current and potential principal leaders, principals,
and teacher leaders as part of a multiple data point hiring process.
2.2.1.2.5 Teacher and principal observation/evaluation tool(s).
2.2.1.2.6 Qualified and certified evaluator training, including establishment
and maintenance of evaluator inter-rater agreement and inter-rater
reliability.
2.2.1.2.7 Inter-rater agreement/reliability training and assessment for
evaluators of teachers, assistant principals, and principals.
2.2.1.2.8 Multiple measures of educator effectiveness aligned with
Arizona’s Measuring Educator Effectiveness Framework (e.g.,
observation tools, surveys, walk-through tools)
2.2.1.2.9 Human capital management systems and human resource
alignment processes (e.g., recruitment and retention; selection and
placement)
2.2.1.2.10 Microcredentialing programs for human resource certification and
certified evaluator training
2.2.1.2.11 Job re-design as a human resource alignment strategy, including
stakeholder engagement; job description revision
2.2.1.3 Program evaluation services to assist in the development and implementation
of program evaluation activities for all client programs and MCESA
programs, including grants.
2.2.1.4 Consultant(s) to provide technical assistance on the development/procurement
and implementation of a data management system.
2.2.1.5 Consultant(s) to create training modules for facilitators of grade PK-12
Professional Learning Communities (PLC) to use to deliver professional
development on:
2.2.1.5.1 Becoming a PLC.
2.2.1.5.2 Developing and using data analysis protocols
2.2.1.5.3 Developing and using common assessments.
2.2.1.5.4 content area expertise in targeted areas.
2.2.1.6 Consultant(s) to screen practicing and prospective principals, assistant
principals, and teacher leaders as part of an assessment-centered model
designed to identify knowledge, skills, and dispositions of current and
potential principal leaders, principals, and teacher leaders.
2.2.1.7 Consultant(s) to develop courses for teacher leader skill development (e.g.,
PLC facilitation, data analysis, reach and touch extensions, distance learning,
and content knowledge).

SERIAL 171129-RFP
2.2.1.8 Consultant(s) to provide technical assistance in the design and implementation
of Educstor Goal Plans that are aligned to teacher and principal evaluation
results.
2.2.1.9 Consultant(s) to develop professional development programs in instructional
leadership and management specific to increasing the number of highly
qualified principals.
2.2.1.10 Consultant(s) to provide technical assistance and support in the development
of curriculum and assessments to support statewide K-12 implementation of
common core standards and other state standards including:
2.2.1.10.1 The development of a database of formative assessment resources
aligned to Science, Technology, Engineering and Mathematics
(STEM), Language Arts and social studies content.
2.2.1.10.2 The development of a comprehensive set of student interventions
and instructional strategies that enable a “move on when ready”
environment for all students.
2.2.1.10.3 Alignment of curriculum and assessments to instructional
materials.
2.2.1.10.4 The development of assessments aligned to state standards.
2.2.1.10.4.1 Item writing
2.2.1.10.4.2 Item editing
2.2.1.10.4.3 graphic design of assessment item graphics
2.2.1.10.4.4 psychometrics
2.2.2 Professional Development Services:
2.2.2.1 Facilitation/professional development services to build MCESA staff content
and process knowledge to support implementation of designated projects (e.g.,
facilitation, coaching, data use, stakeholder engagement, communication
strategies, human capital management systems, human resource alignment).
2.2.2.2 Facilitation/professional development services to improve the skills of
principals and assistant principals in targeted areas (e.g., coaching/mentoring;
data analysis and use of data; PLC; continuous improvement planning;
curriculum, instruction, and assessment).
2.2.2.3 Instructor(s)/facilitator(s) to develop the skills (coaching, pedagogy, content)
of teacher leaders (peer evaluators, master educators, aspiring leaders).
2.2.2.4 Instructor(s)/facilitator(s) to train teachers, principals, and district office staff
on:
2.2.2.4.1 Growth models, including value-added
2.2.2.4.2 Use of data management system.
2.2.2.5 Instructor(s)/facilitator(s) (subject matter experts) to deliver training modules
to grade PreK-12 teachers on:
2.2.2.5.1 How to function as part of a PLC.
2.2.2.5.2 Developing and using data analysis protocols
2.2.2.5.3 Developing and using common assessments.
2.2.2.5.4 Building content knowledge of teachers in relation to identified
student deficiencies.
2.2.2.5.5 Developing curriculum supports such as pacing guides or
unwrapped standards.

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2.2.2.6 Instructor(s)/facilitator(s) to provide training to superintendents, district office
staff, principals, assistant principals, and teachers on the teachers and
principal evaluation tool(s) and processes, and the use of data generated from
the evaluation process.
2.2.2.7 Instructor(s)/facilitator(s) to deliver courses to teacher leaders (PLC
facilitation, data analysis, reach and touch extensions, distance learning,
content knowledge).
2.2.2.8 Highly qualified instructor(s)/facilitator(s) to train teachers on:
2.2.2.8.1 Best practices in reading.
2.2.2.8.2 Best practices in math
2.2.2.8.3 Best practices in STEM
2.2.2.8.4 Student goal setting and development of common, formative
assessments.
2.2.2.8.5 Researched, proven strategies designed to help students succeed,
and to train school staff and parents.
2.2.2.9 Highly qualified instructor(s)/facilitator(s) to train school staff and parents on
proven strategies to help students succeed.
2.2.2.10 Instructor(s)/facilitator(s) to train and support cadres of trainers who become
skilled in the use of data to support and improve instruction and who are able
to provide training for their own districts and schools.
2.2.2.11 Instructor(s)/facilitator(s) to provide training and guidance to parents and
guardians to support the successful transition of students through the K-16
system.
2.2.2.12 Instructor(s)/facilitator(s) to train teachers and principals on the effective
delivery of instruction using content rich lessons in the areas of STEM and
language arts and Social Studies.
2.2.2.13 Instructor(s)/facilitator(s) to provide training and support on:
2.2.2.13.1 The alignment of curriculum and assessments to instructional
materials.
2.2.2.13.2 The development of aligned, formative, and summative
assessments, including the use of teacher created assessments.
2.2.2.13.3 The alignment of curriculum and assessments to instructional
materials.
2.2.2.13.4 Development and implementation of a comprehensive set of
student interventions and instructional strategies that enable a
“move on when ready” environment for all students.
2.2.2.14 Instructor(s)/facilitator(s) to train school personnel on aligned standards,
curriculum, and assessments in order to ensure K-12 students leave the system
college-and-career-ready.
2.2.2.15 Instructor(s)/facilitator(s) to develop a cadre of trainers for districts and
schools who are skilled in curriculum alignment, assessment development,
and materials alignment.

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2.2.2.16 Instructor(s)/facilitator(s) to provide gifted education professional
development, course attainment for the purpose of teacher to obtain gifted
education endorsement.
Supportive School Climate Culture-Social Emotional Learning
2.2.3 Consultant Services:
2.2.3.1 Consultant(s) to provide technical assistance in the development/procurement
and implementation of multiple measures/processes for evaluating evidence-
based practices for providing transition/re-entry services to juveniles (e.g.,
student achievement data, program effectiveness data, observation data, report
writing).
2.2.3.2 Consultant(s) for facilitating strategic planning sessions for advisory councils
and work groups organized to support the juvenile transition/re-entry
innovation initiatives.
2.2.4 Professional Development Services
2.2.4.1 Instructor(s)/facilitator(s) to train teachers and counselors on the effective use
of Education-Career Action Plan (E-CAP) to support instructional and
academic learning goals.
2.2.4.2 Instructor(s)/facilitator(s) to provide implementation support and coaching for
educational programming for juvenile justice professionals and parents of at-
risk youth.
2.2.4.3 Instructor(s)/facilitators(s) to support development and/or delivery of
professional development on re-thinking discipline, creating supportive school
climates, social emotional learning, restorative justice, trauma-informed
practices, and resiliency.
2.3 Title Grants
2.3.1 Consultant Services
2.3.1.1 Consultant(s) to advise on purchase of relevant English Language Learning
(ELL) curriculum materials.
2.3.1.2 Consultant(s) to advise on relevant ELL professional development.
2.4 Data
2.4.1 Consultant Services
2.4.1.1 Consultant(s) to design teacher and principal longitudinal data portfolios to
communicate progress to administrative stakeholders and allow for timely
targeted resources and staff development.
2.4.1.2 Consultant to provide psychometric services (e.g., to support assessment
development design and implementation).
2.5 Other
2.5.1 Consultant Services
2.5.1.1 Consultant services to provide technical assistance on the
development/procurement of educational programming for at-risk youth.

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2.5.2 Professional Development Services
2.5.2.1 Instructor(s)/facilitator(s) to provide implementation support and coaching for
implementation of educational programming for at-risk youth.
2.5.2.2 Instructor(s)/facilitator(s) to implement a “train-the-trainer” professional
development model to support ongoing implementation of educational
programming for at-risk youth.
2.6 Grant Writing
2.6.1 Professional Services
2.6.1.1 Grant writing services, including technical assistance, in the development and
writing of specific sections of federal, state, and local grant applications (e.g.,
program evaluation, program management, juvenile transitions and re-entry
services).
2.7 Communications
2.7.1 Professional Services
2.7.1.1 Communications services including graphic design, marketing campaigns, web-
design and media relations.
2.8 Finance/School Finance
2.8.1 Professional Services
2.8.1.1 Accounting and School Business consulting services.
2.8.1.2 Accounting and School Business auditing services.
2.9 Minimum Qualifications
2.9.1 Demonstrated expertise in an area related to educational consultation, facilitation, and/or
grant writing (e.g., school improvement; curriculum, instruction, and assessment;
research-based instructional practices; data collection and analysis; professional
development; facilitation, educational programming; program evaluation; teacher and
principal evaluation; video production; juvenile transition/re-entry initiatives).
2.9.2 Extensive experience related to area of expertise (e.g., 5 years serving as a principal in a
Title I school; 3 years of experience in media productions in the public relations
department of a school district; 10 years facilitating professional development for a
school district; 7 years working in the juvenile justice system).
2.9.3 Knowledge of the Arizona educational system as it relates to specific area of expertise
(e.g., consultants providing support in the area of school improvement need specific
knowledge of federal and state accountability systems).
2.9.4 Demonstrated ability to work collaboratively in a variety of settings (e.g., face-to-face,
phone, Skype, etc.) in order to ensure effective and efficient communication with
MCESA staff.
2.9.5 Ability to apply professional knowledge and administrative ability to specific education-
related projects.
2.9.6 Excellent interpersonal, leadership, and communication skills.
2.9.7 Ability to reason logically and think independently and creatively on educational
projects.
2.9.8 Computer literate: Office Microsoft Suite

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STATEMENT OF WORK
NARRATIVE
Contractor is poised to offer comprehensive services to Maricopa County Education Service Agency
(Maricopa) in the following service areas:
2.2.1.4 Consultant(s) to provide technical assistance on the development/procurement and implementation
of a data management system.
2.2.1.5 Consultant(s) to create training modules for facilitators of grade PK-12 Professional Learning
Communities (PLC) to use to deliver professional development.
2.2.1.7 Consultant(s) to develop courses for teacher leader skill development (e.g., PLC facilitation, data
analysis, reach and touch extensions, distance learning, and content knowledge).
2.2.2.2 Facilitation/professional development services to improve the skills of principals and assistant
principals in targeted areas (e.g., coaching/mentoring; data analysis and use of data; PLC;
continuous improvement planning; curriculum, instruction, and assessment).
2.2.2.4.2 Instructor(s)/facilitator(s) to train teachers, principals, and district office staff on use of
data management system.
2.2.2.5 Instructor(s)/facilitator(s) (subject matter experts) to deliver training modules to
grade PreK-12 teachers.
2.2.2.7 Instructor(s)/facilitator(s) to deliver courses to teacher leaders (PLC facilitation, data analysis, reach
and touch extensions, distance learning, content knowledge).
2.6.1.1 Grant writing services, including technical assistance, in the development and writing of specific
sections of federal, state, and local grant applications (e.g., program evaluation, program
management, juvenile transitions and re-entry services).
2.7.1.1 Communications services including graphic design, marketing campaigns, web-design and media
relations.
Contractor will deliver highly effective, targeted services for Maricopa based on its unique needs and stakeholders.
We will use processes that our staff has perfected through use on dozens of federal, state, and district contracts. Our
personnel has the knowledge and experience necessary to develop and execute services that promote deeper
learning. We look forward to working with you on the professional development, data management, grant writing,
and communications services outlined in the following proposal.
Technical Proposal
Overview of Contractor’s Experience with Service Area 2.2 Educational
Programming
For service area 2.2, we have full expertise and experience with the following service areas:
2.2.1.4 Consultant(s) to provide technical assistance on the development/procurement and implementation
of a data management system.
2.2.1.5 Consultant(s) to create training modules for facilitators of grade PK-12 Professional Learning
Communities (PLC) to use to deliver professional development.
2.2.1.7 Consultant(s) to develop courses for teacher leader skill development (e.g., PLC facilitation, data
analysis, reach and touch extensions, distance learning, and content knowledge).
2.2.2.2 Facilitation/professional development services to improve the skills of principals and assistant
principals in targeted areas (e.g., coaching/mentoring; data analysis and use of data; PLC;
continuous improvement planning; curriculum, instruction, and assessment).

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2.2.2.4.2 Instructor(s)/facilitator(s) to train teachers, principals, and district office staff on use of
data management system.
2.2.2.5 Instructor(s)/facilitator(s) (subject matter experts) to deliver training modules to grade PreK-12
teachers.
2.2.2.7 Instructor(s)/facilitator(s) to deliver courses to teacher leaders (PLC facilitation, data analysis,
reach and touch extensions, distance learning, content knowledge).
Contractor Expertise with 2.2 Educational Programming
Facilitated Technical Assistance for Professional Development (2.2.1.5, 2.2.1.7,
2.2.2.2, 2.2.2.5, 2.2.2.7)
One of our team’s strengths is that we can implement and support professional development (PD) in a variety of
contexts, for example in content areas, school improvement initiatives, special education, or for English Language
Learner support. Along with this flexibility, all of our approaches have similar features: a common vision and
mission, a collaborative culture, a strong instructional focus on student learning, and analysis of data to inform
actions, that result in changes in lessons and instruction.
We integrate the following six (6) key characteristics of effective PD into our design based on our review of the
existing research and our previous experience.
1. Shared values and vision.
2. Strong external leadership and support.
3. Strong Internal Leadership.
4. Resources and structures that optimize efficiency and effectiveness.
5. Physical capacity to meet.
6. A collaborative culture
Data Management System Planning, Implementation, and Training (2.2.1.4,
2.2.1.7, 2.2.2.4.2, 2.2.2.7)
Contractor design and develop successful data management systems for both single- and multi-organization efforts
for clients. Staff has federal experience at the executive level designing, developing, and overseeing the
implementation of innovative IT solutions. Specific services we provide related to data management system design
include:
 System Needs Assessment
 User Experience Design
 Technical Requirement Writing
 Project Management of System Design and Development, User-Assisted Testing
 User Engagement
 Orientation and Ongoing Training
 Ongoing In-System Facilitation and Support.
Experience with 2.2 Educational Programming
Facilitated Technical Assistance for Professional Development (2.2.1.5, 2.2.1.7,
2.2.2.2, 2.2.2.5, 2.2.2.7)
Contractor brings a range of experience in facilitating communities and professional development to promote deep
learning for adults and students, including:
 Center for the Integration of IDEA Data (CIID):
 The Striving Readers Comprehensive Literacy Program
 Community of Practice for 30 State Education Agencies
 Early Childhood Advisory Council
 Race to the Top

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Data Management System Planning, Implementation, and Training (2.2.1.4,
2.2.1.7, 2.2.2.4.2, 2.2.2.7)
Contractor brings extensive experience developing and implementing data management systems for the U.S.
Department of Education as well as our other clients. Through its current contracts, Contractor has partner
agreements with two large firms, providing USED-approved IT solutions to support the collecting, analyzing, and
consolidating data received from numerous state and district grantees.
Recommendations for Service Area 2.2 Educational Programming
Maricopa County Education Service Agency (Maricopa) should approach its data and professional development
needs with a thorough understanding of the topic area and a deliberate method for executing its plan. Contractor
bases its work on extensive research in the field and plans the steps for reaching the end goal based on its research.
This process has resulted in high levels of satisfaction from Contractor’s clients. Maricopa would be well-served by
Contractor’s careful, thorough approach.
Experience with Service Area 2.6 Grant Writing
For service area 2.6, we have full expertise and experience with the following service area:
2.6.1.1 Grant writing services, including technical assistance, in the development and writing of specific
sections of federal, state, and local grant applications (e.g., program evaluation, program
management, juvenile transitions and re-entry services).
Expertise with 2.6 Grant Writing
Contractor applies a methodical approach to grant writing, which it has successfully used for writing and winning
numerous grants and proposals. When writing proposals, we apply procedures from our proprietary “Proposal
Handbook” that we developed based on firsthand experience reviewing and writing proposals. Our process includes
the following steps:
 We conduct a careful and deliberate reading of the Request for Proposal (RFP).
 We set deadlines for the writing and editing process based on the proposal submission date.
 We compile questions about the RFP to send to the sponsoring organization.
 Based on the RFP requirements, we create an outline to guide our writers throughout the process. This
outline specifies all required sections of the proposal, the required technical criteria (i.e., what specific
information the sponsoring organization would like to see in the proposal), and the scoring criteria. We find
it helpful for our writers to know at the outset how the proposal will be scored and what elements the
reviewers will be looking for.
 We hold a Kickoff Meeting with our writers to discuss the main themes of our proposal, as well as to
brainstorm our competitive advantages that the writers will highlight.
 We schedule regular check-ins with our writers to discuss progress during the writing phase, and to provide
feedback during the editing stage.
 We have a specific process for ensuring that pieces of the proposal are edited several times by different
team members, with an eye towards content, framing, language, and flow of the whole proposal.
 After the final edit, we send the complete proposal to the Contractor design team to create a professional-
looking proposal and create infographics that illuminate and support the narrative.
Experience with Service Area 2.7 Communications
For service area 2.7, we have full expertise and experience with the following subservice area:
2.7.1.1: Communications services including graphic design, marketing campaigns, web design,
and media relations
Expertise with 2.7 Communications
Graphic Design (2.7.1.1)

SERIAL 171129-RFP
First step in developing products is to meet with the client for an in-depth discussion of current products and future
needs. This meeting is followed by research into who the audience(s) are and who will be receiving the district’s
communications. The goals and audience inform our decisions as we lay out our strategic plan. Strategic plan
includes: messages we will disseminate; the framing of these messages; the tools used to disseminate our
communications; and the timing and rollout of communications products. Once we have determined our strategic
plan, our team gets to work designing the products. Each product is strategically disseminated according to our
master strategic plan and marketing goals.
Website Design (2.7.1.1)
Contractor tailors website design according to staff input and feedback. During the first phase of website
development (“Discovery”), Contractor contacts and conducts one-on-one virtual interviews regarding select district
personnel’s current use of the website and future needs. Contractor staff comes prepared to these meetings with
questions regarding:
 How stakeholders currently use the district website.
 How they would like to use the district website.
 What they like about the current website.
 What they would like to improve.
 What functions they would like to include.
 What their current website looks like and what functionalities it includes.
Following the Discovery phase, Contractor takes Maricopa’s unique needs and creates a responsive design with
excellent user interface and user experience. The website is accessible both by basic web browsers and through
mobile phone access. The website design fully complies with copyright laws, are accessible by individuals with a
range of disabilities, and meet Federal Communications Commission regulations. Contractor purposefully uses
specific software and includes features to ensure the website is easy to maintain. The website that Contractor designs
for Maricopa is easy to maintain through a robust, established content management system (CMS). The CMS also
enables the site content to remain flexible, as staff can easily mold content to fit their ongoing needs.
Experience with 2.7 Communications
Graphic Design (2.7.1.1)
Our communications staff has extensive experience and has earned a reputation for excellence and efficiency.
Contractor is well-qualified to deliver high-quality communications services for Maricopa. The proposed staff
brings nearly 15 years of collective experience as publications designers, writers, graphic artists, federal government
report authors, data analysts, and quality assurance reviewers (see the Skills Matrix and/or Appendix A for more
details in our resumes). This accomplished team has led or supported the design, development, federal 508
compliance preparation, and dissemination of over 200 high-quality U.S. Department of Education (ED)
publications as well as for state, local, non-profit, and private sector organizations. We have extensive experience in
the development of a range of ED products, spanning from data analysis and report writing for several Common
Core of Data district and school reports to best practice books for the National Forum on Education Statistics, over
100 publications for the Race to the Top Reform Support Network, dozens of products for the Statewide
Longitudinal Data Systems Grant Program, and several publications for the Department’s Privacy and Technical
Assistance Center.
Web Design (2.7.1.1)
Contractor’s team has developed websites that have received positive feedback and high ratings in user interface and
user experience, comply with applicable laws and regulations, and are easy to access in both web and mobile form.
Recommendations for Service Area 2.7 Communications
Contractor recommends that Maricopa utilize the deliberate, structured processes that Contractor developed, as set
forth above, for ensuring that communication products and media are shaped by the District’s priorities and are
targeted towards the intended audiences. Maricopa will benefit from the focused expertise that Contractor has
demonstrated in designing, developing, and implementing an array of print and web media products particularly
focusing on education.

SERIAL 171129-RFP
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 no 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 need of
the County when there is no lower fare available.
3.2 The lowest direct flight airfare rate from the Contractors 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 no 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 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 (e.g. 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 no 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 not limited to) the 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,

SERIAL 171129-RFP
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% of project price unless otherwise specified 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 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.