16083-CONTRACT.PDF

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CONTRACT PURSUANT TO RFP
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This Contract is entered into this 23 rd day of March, 2016 by and between Maricopa County ("County"), a political
subdivision of the State of Arizona, and FSL Home Improvements, an Arizona corporation ("Contractor") for the
purchase of Weatherization Services.
1.0 CONTRACT TERM:
1.1 This Contract is for a term of one (1) year, beginning on the 1 st day of April, 2016 and ending the
31 st day of March, 2017.
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 three (3) one-year renewal 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. Requests for adjustment in cost of labor and/or materials must be supported by
appropriate documentation and submitted to the Office of Procurement Services. If the County
agrees to the adjusted price terms, 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. After one year, a price adjustment can be
requested to MCHSD, however, no more than forty percent (40%) of the total of all measures may
be adjusted.
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. All jobs must
be completed before the job expenses are submitted to avoid revisions to claims.
3.3 INVOICES AND PAYMENTS:
The Contractor shall submit to MCHSD/CDD an electronic and one (1) legible copy of a detailed
invoice/request for reimbursement before payment(s) can be made. At a minimum, the invoice
must provide the following information:
Company name, address and contact
County bill-to name and contact information
Contract Serial Number or
County purchase order number

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Invoice number and date
• Payment terms
• Date of service or delivery
• Quantity
• Calculation of measure costs
• Description of Purchase (services)
Pricing per unit of service
Extended price
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.
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).
Discounts offered in the contract shall be calculated based on the date a properly completed
invoice is received by the County (ROD.
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 STRATEGIC ALLIANCE for VOLUME EXPENDITURES ($AVE):
3.5.1 The County is a member of the $AVE cooperative purchasing group. $AVE includes the
State of Arizona, many Phoenix metropolitan area municipalities, and many K-12 unified
school districts. Under the $AVE Cooperative Purchasing Agreement, and with the
concurrence of the successful Respondent under this solicitation, a member of $AVE
may access a contract resulting from a solicitation issued by the County. If you do not
want to grant such access to a member of $AVE, please so state in your proposal. In the

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absence of a statement to the contrary, the County will assume that you do wish to grant
access to any contract that may result from this Request for Proposal.
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 Catalog of Federal Domestic Assistance (CFDA)
The Catalog of Federal Domestic Assistance is a government-wide collection of Federal
programs, projects, services, and activities that provide assistance or benefits to the American
public. The Catalog contains financial and nonfinancial assistance programs administered by
departments and establishments of the Federal government.
Activities and Programs to be administered under this Contract shall be funded through the
following CFDA funds:
93-568 Low Income Home Energy Assistance Program (LIHEAP)
81.042 Weatherization Assistance for Low-income Persons (DOE)
And may include Local Fund sources:
State Utility, Repair, Replacement and Deposit Assistance State Law, ARS 06-731
Arizona Public Service Energy Wise Program
Salt River Project Weatherization Program
Southwest Gas Weatherization Program
4.3 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 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.

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6.0 TERMS and CONDITIONS:
6.1 SERVICE AREA:
6.1.1 The service area is Maricopa County inclusive of all unincorporated areas; excluding the
Cities of Phoenix and Mesa.
6.2 ON-SITE INVESTMENT:
6.2.1 On-site financial investment of Weatherization Services per home allowable under this
agreement shall not exceed the maximum allowable per each fund source.
6.2.2 On-site investment of Weatherization Services per dwelling unit allowable under this
agreement shall not exceed the maximum health and safety cost allowable per each fund
source.
6.2.3 Every fund source has allowable measure(s). The measure(s) allowable are specific to the
fund source and are included in Exhibit 6.
6.2.4 Administrative cost must be included in the delivery, set up, install for each measure.
Administrative cost includes personal, indirect, mileage, (i.e all costs associated with
delivering the service).
6.3 PAYMENTS
6.3.1 The Contractor shall be paid a fixed cost per measure, per completed project. Please note
that all jobs must be completed before the job expenses are paid to avoid revisions to
claims.
6.3.2 Submit monthly invoice/statement of measure performed in conjunction with all required
reports and forms, as required by MCHSD by the 5 t 1 business day of each month.
6.3.2.1 Sufficient documentation per household and fund source must accompany the
invoice.
6.3.2.2 Sufficient documentation includes a spreadsheet that contains the client's name,
job number, materials cost, labor costs, with total cost per work order number,
and other required information as determined by the department.
6.3.2.3 A per house invoice detailing each measure and the calculations for measures
showing how the cost was achieved. For example, insulation 26 sq. feet x
$1.00(price quote in bid) total $26. Maricopa County will supply form for use
by the Contractor.
6.3.3 All questions, issues, or problems regarding billing or invoicing shall be directed to
Maricopa County Human Services Department — Community Development Division.
6.4 RESPONSIBILITY FOR REPAYMENT OF FUNDS
6.4.1 Should a monitoring or audit review result in findings related to funds being paid for
ineligible activities or in amounts above allowable program limits, the Contractor shall be
responsible to repay those funds to the County upon written notification by the MCHSD
Community Development Assistant Director.
6.4.2 Contractor shall not make any payments, either directly or indirectly, to any person,
partnership, corporation, trust or other organization which has a substantial interest in
Contractor's organization or with which Contractor (or one of its Directors, officers,
owners, trust certificate holders or a relative thereof) has a substantial interest, unless

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Contractor has made full written disclosure of the proposed payments to the Department
and has received prior written approval.
6.4.3 For purposes of this provision, the terms "substantial interest" and "relative" shall have the
same meanings as in A.R.S. 38-502.
6.5 SAFEGUARDING OF PARTICIPANT INFORMATION
6.5.1 The use or disclosure by any party of any information concerning an applicant for, or
recipient of, service under the contract is directly limited to the conduct of the contract.
6.5.2 Contractor and its agents shall safeguard the confidentiality of this information, just as
Contractor would safeguard its own confidential information.
6.5.3 Contractor shall include a clause to this effect in all subcontracts.
6.5.4 Contractor must provide a secure storage space for confidential documents relating to
clients and personnel. Client files must be kept in a locked file in a secure storage space.
6.6 GOVERNOR'S EXECUTIVE ORDER NO. 82-26:
The Contractor is required to use the Arizona Dictionary and Taxonomy of Human Services for
reporting and contracting purposes. For more information, visit: https://des.az.govidocuments-
centeritaxonomy .
6.7 CONTINGENCY RELATING TO OTHER CONTRACTS AND GRANTS
6.7.1 The Contractor shall, during the term of the contract, immediately inform the MCHSD/
CDD Assistant Director in writing of the award of any other contract or grant including any
other contract or grant awarded by Maricopa County where the award of such contract or
grant may affect either the direct or indirect costs being paid/ reimbursed under the contract.
Failure by the Contractor to notify MCHSD of such award shall be considered a violation
of the Contract and Maricopa County shall have the right to terminate the contract without
liability.
6.7.2 The MCHSD/ CDD Assistant Director may request, and the Contractor shall provide within
a reasonable time, a copy of such other contract or grant, when in the opinion of the
MCHSD Assistant Director the award of the other contract or grant may affect the costs
being paid or reimbursed under the contract.
6.7.3 If the MCHSD/CDD Assistant Director determines that the award to the Contractor of such
other Federal, State or County contract or grant has affected the costs being paid or
reimbursed under the contract, the MCHSD/CDD Assistant Director will prepare a
Contract Amendment effecting a cost adjustment. If the Contractor protests the proposed
cost adjustment, the protest shall be construed as a dispute within the meaning of the
"Disputes" clause of the Maricopa County Procurement Code section MC1-905.
6.8 COMPETITIVE SOLICITATION REQUIREMENTS
6.8.1 Project Work Quotes: Contractor must have documentation that pricing was
competitively solicited by trade including weatherization measures (i.e. plumbing, electrical
etc.) for materials and services. That at least three bidders shall be solicited to submit
written quotations either by measure or by general contractor that includes all measures sub
contracted. The Contractor shall solicit written quotations by issuing a Request for
Quotation to at least three (3) General Contractors or subcontractors and hold pricing for
each measure for at least a year. Selection of vendor that completes the weatherization job
must adhere to the Department of Energy standards and requirements and conduct the work
within the timeframe established by the Contractor.

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6.8.2 Equipment: The Contractor shall obtain all equipment to be utilized in the performance of
the Contract, and purchased with funds provided under the contract and be included in the
pricing.
6.8.3 Supplies: Contracts with agencies other than a Public Agency, shall obtain all supplies to
be utilized in the performance of this Contract, may be purchased with funds provided
under the contract and be included in the pricing.
6.9 PROPERTY
6.9.1 Any property furnished or purchased pursuant to the terms of the contract shall be utilized,
maintained, repaired and accounted for in accordance with instructions furnished by
Maricopa County, and shall revert to Maricopa County upon termination of the contract, or
otherwise be disposed of in accordance with instructions issued by the MCHSD.
6.9.2 Repair costs of such property are the responsibility of the Contractor within the limits
budgeted herein. Repair costs beyond the budgeted amount are subject to approval by the
MCHSD.
6.9.3 All equipment purchased with MCHSD funds, shall be inventoried on an annual basis for
the life of the property.
6.10 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.
6.11 INSURANCE.
6.11.1 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.
6.11.2 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

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completed and formally accepted. Failure to do so may, at the sole discretion of County,
constitute a material breach of this Contract.
6.11.3 Contractor's insurance shall be primary insurance as respects County, and any insurance
or self-insurance maintained by County shall not contribute to it.
6.11.4 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.
6.11.5 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.
6.11.6 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.
6.11.7 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.
6.11.8 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.
6.11.9 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.
6.11.10 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 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.

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6.11.11 EnvironmentaUPollution Legal Liability Insurance
Contractor shall maintain in force for the full period of this contract insurance covering
losses caused by pollution conditions that arise from the operations of the contractor
described under the scope of services of this contract.
This insurance shall apply to bodily injury; property damage, including loss of use of
damaged property or of property that has not been physically injured; cleanup costs; and
defense, including costs and expenses incurred in the investigation, defense, or settlement
of claims. The policy of insurance affording these required coverages shall be written in
an amount of at least $2,000,000 per loss, with an annual aggregate of at least
$5,000,000.
The policy of insurance shall be endorsed to include as an insured Maricopa County, its
officers, elected officials, and employees.
6.11.12 Certificates of Insurance.
6.11.12.1 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.
6.11.12.2 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.
6.11.12.3 If a policy does expire during the life of the Contract, a renewal certificate
must be sent to County fifteen (15) days prior to the expiration date.
6.12 WARRANTY OF SERVICES:
6.12.1 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.
6.12.2 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.
6.13 INSPECTION OF SERVICES:
6.13.1 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.
6.13.2 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.
6.13.3 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

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cost to the County. When the defects in services cannot be corrected by re-performance,
County may:
6.4.3.1 Require the Contractor to take necessary action to ensure that future
performance conforms to Contract requirements; and
6.4.3.2 Reduce the Contract price to reflect the reduced value of the services performed.
6.13.4 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:
6.4.4.1 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
6.4.4.2 Terminate the Contract for default.
6.14 SERVICE REQUIREMENTS:
6.14.1 The nature of the work to be performed under the contract is inherently hazardous. In
performance of work under the contract, Contractor shall:
6.14.1.1 Satisfy all federal, state, and local statutes, regulations, ordinances, etc.,
regarding health and safety, as required by the Arizona Weatherization
Assistance Health and Safety Plan.
6.14.2 Provide record of work performed and complete reports on a database management
system as required by MCHSD. Reports to be completed may include, but are not
limited to: housing characteristics diagnostic, combustion, and work performed.
6.14.3 MCHSD will provide initial training, annual training for the on line data base, and staff
training for any newly-hired staff whose job is directly related to providing data input
under this agreement throughout the contract period.
6.14.4 Any information related to work performed that is entered in the data base must include
the measure cost and all personnel, equipment, materials and supplies necessary to
perform and provide Weatherization and Utility Repair/Replacement Services.
6.14.5 Provide energy conservation education to all Weatherization service
recipients/beneficiaries. MCHSD will be providing detailed requirements related to the
written plan after award. The written plan will be required within 60 days of contract
award and must be submitted to MCHSD prior to authorization of work.
6.14.6 Provide MCHSD access to all client and financial database(s) for periodic and annual
program and/or fiscal monitoring.
6.14.7 Maintain client records for a minimum of six (6) years per Maricopa County Records
Retention schedule. Each client record file must include, if applicable:
6.14.7.1 Fund Eligibility Work Order Form
6.14.7.2 Priority list or copy of house energy modeling program REM/Design;
6.14.7.3 Work Agreement/Notice to Proceed;
6.14.7.4 Scope of Work
6.14.7.5 Invoices/purchase orders for all materials installed;
6.14.7.6 Lead-paint notification documentation;
6.14.7.7 Certified renovator or test kit documentation;
6.14.7.8 Lead safe weatherization if necessary (including pictures);

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6.14.7.9 Copy of Lead Renovation, Repair and Painting Rule (RRP) certificated listing
the person who will oversee the work; and name of Lead Certified firm
certificate.
6.14.7.10 Mold/Moisture and Hazard assessment and notification;
6.14.7.11 State Historic Preservation documentation (if applicable);
6.14.7.12 Documentation of work completed including audit, pre and post diagnostic
information, and combustion information, receipts of items bought or
subcontractor billed and subcontractor invoices;
6.14.7.13 Refrigerator protocol page (if applicable);
6.14.7.14 Statement of Completion;
6.14.7.15 Radon Pamphlet Notification Documentation;
6.14.7.16 QCI inspection form (DOE funded jobs only)
6.14.7.17 Walk Away Form (if applicable).
6.14.8 Proposer must be able to provide services that are appropriate to the language, culture,
and geographic location of the target population.
6.14.9 Provide assistance for persons with Limited English Proficiency (LEP) at its own expense
according to Maricopa County guidelines and policy. Contractors must develop a written
Language Assistance Plan (LAP) to address identified needs if the LEP populations
served,
6.14.9.1 Provide equal access to programs and services for individuals with disabilities
in compliance with the Americans with Disabilities Act and Fair Housing.
6.14.9.2 Provide reasonable accommodations for clients with impairments such as
visual, hearing, mobility etc.
6.14.10 Provide a secure storage space for confidential documents relating to clients and
personnel. Client files must be kept in a locked file in a secure storage space.
6.14.11 Maintain an accounting system which is consistent and in accordance with the U.S.
Generally Accepted Accounting Principles (GAAP) and which uses fund accounting
methods and the OMB Omni-Circular "Uniform Administrative Requirements, Cost
Principles and Audit" and is located at 2 CFR Part 200, which went into effect December
26, 2014.
6.15 REQUIREMENTS CONTRACT:
6.15.1 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 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.
6.15.2 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.
6.15.3 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.

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6.16 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.
6.17 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.
6.18 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-
6.18.1 Cancel the stop-work order; or
6.18.2 Terminate the work covered by the order as provided in the Default, or the Termination
for Convenience of the County, clause of this contract.
6.18.3 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.
6.19 UNCONDITIONAL TERMINATION FOR CONVENIENCE:
Maricopa County may terminate the resultant Contract for convenience by providing sixty (60)
calendar days advance notice to the Contractor.
6.20 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:
6.20.1 Deliver the supplies or to perform the services within the time specified in this contract or
any extension;
6.20.2 Make progress, so as to endanger performance of this contract; or
6.20.3 Perform any of the other provisions of this contract.

SERIAL 16083-RFP
6.20.4 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.
6.21 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.
6.22 CONTRACTOR LICENSE REQUIREMENT:
6.22.1 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.
6.22.2 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.
6.23 REPORTING REQUIREMENTS AND PAYMENT:
6.23.1 The Contractor shall submit all reports and financial requests/claims on a monthly basis.
These documents are due the 5th business day of the following month, with the exception
of the final request form of the contract year which will be due as determined by the
department; a written notice will be provided to the Contractor prior the end of the
contract year. Each job must be completed before the job expenses are claimed to avoid
revisions to claims.
6.23.2 MCHSD/CDD shall pay the Contractor for all allowable costs associated with the
performance of work and the provision of services under the contract.
6.23.3 Any call-back work on completed jobs required by MCHSD/CDD's funders during
audits on MCHSD/CDD will be completed in a timely fashion and at the Contractor's
expense.
6.23.4 Should MCHSD/CDD make a disallowance in the claim, the claim shall be processed for
the reduced amount. If the Contractor protests the amount or the reasons for a
disallowance, the protest shall be construed as a dispute concerning a question of fact
within the meaning of the "Dispute" clause of the contract.

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6.23.5 Required reports due by the 5 th business day of the following month include, but are not
limited to:
6.23.5.1 Monthly Financial Claim Form
6.23.5.2 Combustion Safety Report per dwelling unit
6.23.5.3 Pressure Diagnostics Report per dwelling unit
6.23.5.4 Work Performed Report per dwelling unit
6.23.5.5 Programmatic Reports (if required) per dwelling unit
6.23.5.6 Before & After pictures of projects
6.23.5.7 Financial Reports (including monthly back-up documentation) per dwelling
unit
6.23.5.8 Per dwelling details with measure calculations
6.23.5.9 Other reports/forms that may be required by MCHSD/CDD
Submit Report to: Maricopa County Human Services Department, Community
Development Division, 234 N. Central Avenue, 3rd Floor, Phoenix, AZ 85004, and to the
Attention of the Weatherization Program Coordinator.
6.24 PERFORMANCE STANDARDS:
6.24.1 The Contractor shall be expected to comply with and meet all performance standards as
established within the Contract.
6.24.2 Contractors who do not meet all performance standards will be subject to probation.
6.24.3 Disallowances may be enforced in case of under or non-performance of contract
objectives.
6.25 SUBCONTRACTING:
6.25.1 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.
6.25.2 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. A copy of the Subcontractor's invoice must accompany the Prime Contractor's
invoice.
6.25.3 Provided the Contractor so specifies, Subcontracting is allowable for Weatherization and
Utility Repair/Replacement activities, with the exception of the pre and post energy audit
and the QCI inspection.
6.25.4 Subcontractors must be licensed contractors and have demonstrable experience in:
6.25.4.1 Building science
6.25.4.2 Energy efficiency standards
6.25.4.3 Lead Safe Weatherization practices
6.25.4.4 DOE standard work specification
6.25.4.5 Construction
6.25.4.6 Energy retrofits
6.25.5 All subcontractors must have at least one worker on site with BPI certifications in:
6.25.5.1 Building Analyst

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6.26 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.
6.27 ADDITIONS/DELETIONS OF SERVICE:
6.27.1 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.
6.27.2 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.
6.28 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.
6.29 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.
6.30 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.
6.31 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
may be viewed and downloaded at the Governor of the State of Arizona's website
ht .//azmemo azlibra ov/cdm/sin • leitem/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.
6.32 CERTIFICATION REGARDING DEBARMENT AND SUSPENSION:
6.32.1 The undersigned (authorized official signing for the Contractor) certifies to the best of his
or her knowledge and belief, that the Contractor
6.32.2 is not presently debarred, suspended, proposed for debarment, declared ineligible, or
voluntarily excluded from covered transactions by any Federal Department or agency;
6.32.3 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

SERIAL 16083-RFP
antitrust statues or commission of embezzlement, theft, forgery, bribery, falsification or
destruction of records, making false statements, or receiving stolen property;
6.32.4 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
6.32.5 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.
6.32.6 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.
6.33 VERIFICATION REGARDING COMPLIANCE WITH ARIZONA REVISED STATUTES §41-
4401 AND FEDERAL IMMIGRATION LAWS AND REGULATIONS:
6.33.1 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. 1-9 forms are available
for download at USCIS.GOV.
6.33.2 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
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.
6.34 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 MCI -902.
An attempt to influence includes, but is not limited to:
6.34.1 A Person offering or providing a gratuity, gift, tip, present, donation, money,
entertainment or educational passes or tickets, or any type valuable contribution or
subsidy,
6.34.2 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.

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6.35 Contractor EMPLOYEE WHISTLEBLOWER RIGHTS AND REQUIREMENT TO INFORM
EMPLOYEES OF WHISTLERBLOWER RIGHTS:
6.35.1 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;
6.35.2 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.
6.35.3 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).
6.36 ACCESS TO AND RETENTION OF RECORDS FOR THE PURPOSE OF AUDIT AND/OR
OTHER REVIEW:
6.36.1 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.
6.36.2 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.
6.36.3 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.
6.37 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.
6.38 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.

SERIAL 16083-RFP
6.39 PUBLIC RECORDS:
Under Arizona law, all Offers submitted and opened are public records and must be retained by
the Records Manager at the 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.
6.40 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.
6.41 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.
6.42 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.
6.43 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
6.44 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.
6.45 INCORPORATION OF DOCUMENTS:
The following are to be attached to and made part of this Contract:
6.45.1 Exhibit A, Pricing;
6.45.2 Exhibit B, Scope of Work;
6.45.3 Exhibit C, Contractor's Background Information;
6.45.4 Exhibit D, Accounting System Certification
6.45.5 Exhibit E, Agreement
6.45.6 Exhibit F, Staff Experience Page

SERIAL 16083-RFP
6.14.1 Exhibit G, Lobbying Packet
6.14.2 Exhibit H, Certification Regarding Department
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:
FSL Home Improvements
1201 E. Thomas Road
Phoenix, AZ 85014

SERIAL 16083-RFP
IN WITNESS WHEREOF, this Contract is executed on the date set forth above.
CONTRACTOR
AUTHORIZED SIGNATURE
164 "Ce-d I Ck ,2 t-
PRINTED NAME ND TITLE
ac-)1 6.7--1ioroq5 74_ch--00,
ADDRESS
5
DATE
MARICOPA COUNTY
CHAIRMAN, BOARD OF SUPERVISORS DATE
ATTESTED:
CLERK OF THE BOARD DATE
APPROVED AS TO FORM:
LEGAL COUNSEL DATE

SERIAL 16083-RFP
EXHIBIT A
PRICING
All prices include all costs for delivery and installation as defined in the scope of work taking into account the
requirement of Arizona Weatherization Program. These requirements can be found at:
1. Arizona Weatherization Field Guide Ilnps:/,' swbste.orQ/az - lield - tuide
2. Arizona State Plan http://www.bsd.rnaricopa.ttov/Divisions/Community -Develoornen /Plans -Reports.aspx
3. Standard Work Specifications https://sws.nrel.gov/
All materials used in provision of services must meet or exceed 10 CFR 440 Appendix A: "Standards for
Weatherization Services"
Contractor is responsible for leaving the job site clean, hauling away existing materials and all appliances (if
applicable) and for properly disposing of existing materials and appliances to meet EPA regulations.
Change orders will be considered for unique situations on projects. A form provided by Maricopa County, will be
submitted for review, prior to any work being done. Any costs associated with charges orders not approved will not
be paid. The approved change order form must be submitted with monthly project billings and a copy placed in the
file.
Scope of Work- Appliances Quantity Price
Include delivery, set up, install, removal of existing
appliance and administrative cost
18 cubic foot Energy Star or better refrigerator Freezer Top i $858.00
21 cubic foot Energy Star or better refrigerator Freezer Top $990.00
25 Cubic foot Energy Star or better refrigerator side by side 1 $1,492.00
30" Gas Range 1 $766.00
30"Gas Cooktop 1 $607.00
30" Electric Cooktop 1 $607.00
30" Electric Range 1 $528.00
30" Electric Wall Oven- Double 1 $1,782.00
30"Electric Wall Oven- Single 1 $1,188.00
24" Gas Wall Oven - Double 1 N/A
24" Gas Wall Oven - Single 1 $1,188.00
Special Installation Charge (if applicable) 1 $150.00
Delivery and recycle Fee (if applicable) 1 $45.00
Replace gas flex and shutoff valve 1 $120.00
Top load washer/dryer combo 1 $1386.00

SERIAL 16083-RFP
DUCT SEALING
Contractor is responsible for providing duct sealing measures in accordance with NREL Standard Work
Specifications or other state directed minimum standards designed to ensure the health and safety of the occupants
while improving energy efficiency. (See the Governor Office of Energy Policy Guidelines for Duct Repair and Air
Sealing) Refer to the Standard Work Specifications from DOE at hiti2s://sws.nrel.gov/Under Air Sealin = Ductwork
Subtopic 3 1 Th.xuential
All work to be done utilizing Lead Safe Work Practices when applicable including a designated Lead Renovator to
oversee set up, work in progress and cleanup and shall require the LSW forms to be filled out and signed and
pictures provided showing the work is being done according to guidelines.
All new whole house duct system installs will require Manual D. Contractor is responsible to provide the Manual D
report to Maricopa County. Contractors are responsible for properly sizing new ductwork and ensure proper airflow
to the conditioned space. All duct connections will be sealed when new runs are installed even if contractor is
replacing flex only and cost to be included with prices below for duct replacement and new ductwork
Scope of Work - Duct Sealing
Include delivery, set up, install and administrative cost
Price
Charge for Manual D $198.00
Duct Sealing
Properly seal entire duct run from start to termination to $80.00
include boot to drywall and all accessible connections Price per run
Seal plenum/ elbow! transition Price per run $132.00
Cap ends of trunk for proper seal $115.00
Seal platform! cavity return with duct board and mastic $300.00
Seal Mobile Home Duct Complete
Single Trunk $396.00
Double Trunk $595.00
Pressure Relief Price
One bedroom jumper $450.00
Each additional room ( jumper) $395.00
Pass thru Vents ( 2) in Wall per room 20x10 Recommend $198.00
bar faced style

SERIAL 16083-RFP
ITEM 1 : New Flex Return Per drop price includes can, collar, bar faced filter grill, duct run and sealing at
both ends
Description and Scope of Work Unit Price
a. 14" $480.00
b. 16" $520.00
c. 18" $565.00
d. 20" $620.00
ITEM 2: New Flex Supply Drop Per drop price includes can, collar, bar faced grill, duct run and sealing
at both ends
Description and Scope of Work Unit Price
a. 6" $30100
b. 8" $325.00
c. 10" $355.00
d. 12" $36100
e. 14" $385.00
ITEM 3: Replace existing flex run $Per Bag (25ft) R-8
Includes sealing at both ends
Description and Scope of Work Unit Price
a. 6" $18100
b. 8" $205.00
c. 10" $21100
d. 12" $235.00
e. 14" $24100
f 16" $255.00
g- 18" $275.00
h. 20" $295.00
ITEM 4: Register Replacements All Ceiling supply and return registers to be bar faced and price
includes boot to drywall sealing
Description and Scope of Work Unit Price
a. Floor registers ( 10x4) $52.00
b. Ceiling Registers ( 12x12) $85.00
c. Return Register (20x30) $240.00
ITEM 5: Lead Home Management Fee
Description and Scope of Work Unit Price
To include recordkeeping checklist, pictures of containment, $290.00
work in progress and clean up signed off by Certified Renovator
ITEM 6: Mobil Home Flex Additional Cost $150.00

SERIAL 16083-RFP
ENVELOPE SEALING SPECIFICATIONS
Estimate to install envelope tightening measures in accordance with federal energy efficiency standards and
installation methods including LSW (if applicable).
All Envelope Sealing, where required, will be performed to the SWS available online at littps:/k ,, ,,
Refer to Subtopics 3.1001 and sequential subtopics in Air Sealing
REPLACEMENT: Contractor must include permit fees (if applicable), labor, tax and materials to complete project
Glass Replacement
Scope of Work Sq. Ft Cost
Glazing window replacement per square foot $40.00
Drywall Replacement (Drywall repairs shall be made ready for texture and paint)
Scope of Work Sq. Ft. Cost
Drywall replacement per square foot $40.00
Duct board Installation
Scope of Work Sq. Ft. Cost
Duct board installation per square foot $40.00
Description and Scope of Work Unit Price
Lead Home Management Fee
To include recordkeeping checklist, pictures of $290.00
containment, work in progress and clean up signed off by
Certified Renovator

SERIAL 16083-RFP
HVAC SPECIFICATIONS
All new HVAC installations are to be performed in accordance with the most recent Universal Mechanical Code
and/or local building code and Arizona Weatherization Standards.
Pictures of HVAC system and/or components to be replaced must be submitted and pictures of the replacement
items must also be submitted with billing.
All Permits when required will be the responsibility of the Contractor to obtain and secure prior to starting work.
Upon completion contractor will provide proof of completion and passing inspection before final payment can be
made.
The Contractor shall leave all literature on the new units with the client and shall also inform the client of proper
care and maintenance required on the new units and warranty information. Contractor must leave Contractor's
contact information with the client so that they know who to contact in the event that a warranty arises.
If required by system, all venting and combustion air shall be installed in accordance with AGA and GAMA
specification and/or local building code and Arizona Weatherization Standards. New gas forced air furnaces shall
have pilotless ignition.
All duct work connections to the new system shall be sealed, on all sides, with a non-toxic, Department of Energy
industry approved, mastic duct sealant applied per manufacturers specifications. Refer to the Standard Work
Specifications at https://sws.nrel.gov/ for duct sealing requirements under Subtopics 3.1602 and for HVAC/Heating
and Cooling in Subtopics 5.3003 and sequential subtopics
All installation estimates shall include removal and proper disposal of existing equipment, capping and sealing and/
or removal of abandoned ductwork, recovery of refrigerant from existing system as required by law. Contractor
must retain documentation (for a minimum of 5 years) that proves that refrigerant was handled according to EPA
standards. Maricopa County retains the right to examine these documents as necessary.
Contractor is to ensure that all units are properly charged to the manufacturer's specifications using superheat/sub
cooling method. After install and all ductwork is completed Contractor shall measure static pressure across the coil
to ensure proper airflow. Contractor is to verify adequate duct size and proper air flow within 10% to all conditioned
spaces.
All work to be done utilizing Lead Safe Work Practices when applicable including a designated Renovator to
oversee set up, work in progress and cleanup and shall require the LSW forms to be filled out and signed and
pictures provided showing the work is being done according to guidelines. ( see Renovation Recordkeeping
Checklist )
Contractor is responsible for leaving the job site clean, hauling away existing equipment (if applicable) and for
properly disposing of existing equipment to meet EPA regulations
All Contractor bid amounts below for installs of package units to include new elbow or roof curb, t-stat and stand,
disconnect and fuses, breaker and condensate drain. All installs of gas split systems to include, t-stat, disconnect,
fuses, breaker evap drain pan, flue system and gas line. All tie—ins to ductwork to be sealed with a U.L approved
duct mastic. Contractor is to ensure that all units are properly charged to the manufacturer's specification.
Contractor is responsible for properly sizing unit using a Manual J. Copy of Manual J and Air-Conditioning Heating
and Refrigeration Institute (AHRI) Certificate must be provided to Maricopa County upon completion of work and
at time of final invoice. AHRI website: www.ahridirectory.org
REPLACEMENT: Contractor must include labor, tax and materials to complete project.

SERIAL 16083-RFP
Price
Description Of Scope Of Work
Removal of forced air furnace in closet and evaporative cooler on roof and replace with new 14-SEER
Gas Pac unit on roof. Price should include sealing existing furnace, capping gas or electric and running
new gas and electrical lines to roof for the following sizes:
2.0 Ton $6,300.00
2.5 Ton $6,700.00
3.0 Ton $6,860.00
3.5 Ton $7,160.00
4.0 Ton $7,280.00
5.0 Ton $7,410.00
ITEM 2
Description Of Scope Of Work
Removal of existing system and replace with new 14-SEER package heat pump
2.0 Ton $6,300.00
2.5 Ton $6,565.00
3.0 Ton $6,658.00
3.5 Ton $6,942.00
4.0 Ton $7,150.00
5.0 Ton $7,280.00
ITEM 3
Description Of Scope Of Work
Removal of existing system and replace with new 14-SEER split system heat pump Residential
2.0 Ton $5,940.00
2.5 Ton $6,182.00
3.0 Ton $6,410.00
3.5 Ton $6,606.00
4.0 Ton $6,965.00
5.0 Ton $7,510.00
ITEM 4
Description Of Scope Of Work
Removal of existing system and replace with new 14-SEER split system heat pump Mobil Home (AHRI
N/A)
2.0 Ton $6,548.00
2.5 Ton $6,798.00
3.0 Ton $6,810.00

SERIAL 16083-RFP
3.5 Ton $6,930.00
4.0 Ton $7,130.00
5.0 Ton $7,390.00
ITEM 5
Description Of Scope Of Work
Removal of existing system and replace with new 14-SEER split system a/c with gas furnace
2.0 Ton $6,400.00
2.5 Ton $6,535.00
3.0 Ton $6,614.00
3.5 Ton $6,732.00
4.0 Ton $7,015.00
5.0 Ton $7,670.00
ITEM 6
Description Of Scope Of Work
Removal of existing system and replace with new 14-SEER split A/C with Mobile Home style gas
furnace sealed combustion unit
2.0 Ton $6,336.00
2.5 Ton $6,438.00
3.0 Ton $6,732.00
3.5 Ton $6,864.00
4.0 Ton $7,260.00
5.0 Ton $7,524.00
ITEM 7
Description Of Scope Of Work
Removal of existing and replace with 14 SEER Gas Pac
2.0 Ton $6,567.00
2.5 Ton $6,666.00
3.0 Ton $6,831.00
3.5 Ton $6,898.00
4.0 Ton $7,326.00
5.0 Ton $7,800.00
CRANE CHARGE
Rate Per Job $220.00
PERMIT FEES
Per Job $330.00
Manual J FEE
Per Job $238.00
Diagnostic Fee
Charge to diagnose system and provide detailed estimate for repair or replacement $105.00
New Line Set

SERIAL 16083-RFP
Install new Line Set $468.00
New Electrical Run
Install new electrical run to unit $600.00
HVAC REPAIRS
Clean evaporative coil $360.00
Clean condenser coil $265.00
Replace blower motor and capacitor $595.00
Replace condenser motor and capacitor $595.00
Replace capacitor- Single $190.00
Replace capacitor- Dual $250.00
Replace Thermostat $265.00
Replace contactor $235.00
Replace relay $250.00
Replace circuit board $595.00
Replace 3 Ton compressor $1,585.00
Install hard start kit $215.00
Repair leak ( includes recovery and charge) $660.00
Replace fuses $55.00
Replace 40 amp breaker $132.00
Replace disconnect $165.00
Replace gas valve $132.00
Replace gas flex line $132.00
Clean/ tune furnace, adjust burners $300.00
New Condenser Pad $165.00
Install condensate drain $295.00
Install upper and lower combustion air $330.00
INSULATION / AIR BARRIER
Estimate to insulate in accordance with Arizona Department of Commerce Weatherization energy efficiency
standards and installation methods. Insulation must be evenly installed with no voids, gaps, misalignments, or
compression issues. Precautions must be taken when insulating around or on electrical boxes and/or heat producing
fixtures. Proper shielding, if necessary, shall be installed by insulation contractor in order to properly insulate all
areas. Contractor is responsible for air sealing around all accessible existing penetrations through the air barrier
including combustion vents, plumbing vents and all exposed soffits to ensure the insulations performance. For attic
insulation, all wall cavities and drop downs that are exposed to attic shall be capped with like material in attic and
insulated over or filled with insulation to assure insulation is in direct contact with air barrier. Contractor is
responsible for installing enough insulation to guarantee an R-38 value after settling. ALL attic access hatches shall
have a gasket installed to ensure no air leakage and attic hatches in conditioned space shall have rigid foam secured
to hatch to match R value of insulation installed. All work must be performed in accordance to the Standard Work
Specifications from DOE. Refer to https://sws.nrel.gov/ under Insulation in Subtopics 4.1006 and sequential
subtopics
All Insulation product must meet or exceed EPA recovered material rule which can be found at
http://www.epa.gov/epawaste/conserve/tools/cpg/products/construction.htm

SERIAL 16083-RFP
All change orders must be approved prior to performing additional work.
Insulation amount shall also be identified at nearest or easiest attic access point. After completion, all jobs will be
inspected by auditor to assure quality installation. Complete installation must include all labor, and materials to
perform services. Contractor MUST provide details on each invoice listing actual R-Value, type of material used,
quantity of material and square foot covered.
Contractor is responsible for protecting the client's personal items during insulation (cover clothing if accessing the
attic in a closet, etc.) and for leaving the job site clean and hauling away job debris.
Contractor must include permit fees (if applicable) labor, tax and materials to complete project
ATTICS: CELLULOSE
Scope of Work Sq. Ft. Estimate
Bring R- 0 to R- 38 $1.24
Bring R- 19 to R- 38 $.66
ATTICS: FIBERGLASS BLOWN
Scope of Work Sq. Ft. Estimate
Bring R- 0 to R- 38 $ 1.79
Bring R- 19 to R- 38 $.95
Scope of Work Sq. Ft. Estimate
Kneewall : Install new Fiberglass batts $1.43
Kneewall: Re-align existing Fiberglass batts $.66
Re-align fiberglass to attic floor $.55
Remove insulation from attic to allow for proper insulation $.66
Scope of Work Price per hatch
Install rigid foam on attic hatch to final R value of attic $40.00
Scope of Work Price per hatch
Install attic access gasket $26.50
Scope of Work Per Truss price
Install Baffles $7.25
Scope of Work
Install attic damming around hatch with rigid material $66.00
Scope of Work
Additional Fee's
Estimator on each job $35.00 per home
Trip Charge for homes greater than 25 miles away from office $125.00
Homes less than 1,000 square feet additional charge $125.00 per home

SERIAL 16083-RFP
MANUFACTURED HOUSING INSULATION
Estimate to insulate in accordance with Arizona Department of Commerce Weatherization energy efficiency
standards and installation methods. Insulation must be evenly installed with no voids, gaps, misalignments, or
compression issues. Precautions must be taken when insulating around or on electrical boxes and/or heat producing
fixtures. Proper shielding, if necessary, shall be installed by insulation contractor in order to properly insulate all
areas. Contractor is responsible for air sealing around all accessible existing penetrations through the air barrier
including combustion vents, plumbing vents and all exposed soffits to ensure the insulations performance. For attic
insulation, all wall cavities and drop downs that are exposed to attic shall be capped and insulated over or filled with
insulation to assure insulation is in direct contact with air barrier.
Because the installation of insulation in Manufactured Housing relies so heavily on proper air sealing techniques,
any contractor insulating the lid of any Mobile Home is responsible for insuring that all necessary prep work such as
air sealing and blocking is completed to the Standards for Manufactured Housing specifications.
Because of the air sealing, belly patching and duct sealing involved in insulating the floor of Mobile Homes
properly, any contractor hired to insulate the floors will be responsible for the necessary prep work of the floor,
rodent barrier and duct sealing before insulation is installed.
Cellulose will not be an acceptable insulation in Manufactured Housing. Only blown in Fiberglass or Rockwool is
acceptable.
All insulation must be installed in complete contact with a verified air barrier. The Air barrier is the surface of the
floor or roof assembly that shows a zonal pressure differential of over 40pa WRT inside with the home WRT outside
at a pressure difference of 50pa. Included in your bid for the insulation will be the prep work necessary to verify or
create the appropriate air barriers.
All work must be performed in accordance to the Standard Work Specifications from DOE. Refer to
https://sws.nrel.gov/ under Insulation in Subtopics 4.1006 and sequential subtopics
All Insulation product must meet or exceed EPA recovered material rule which can be found at
http://www.epa.gov/epawaste/conserve/tools/cpg/products/construction.htm
All change orders must be approved prior to performing additional work.
Insulation amount shall also be identified at nearest or easiest access point. After completion, all jobs will be
inspected by auditor to assure quality installation. Complete installation must include all labor, and materials to
perform services. Contractor MUST provide details on each invoice listing actual R-Value, type of material used,
quantity of material and square foot covered.
Contractor is responsible for protecting the client's personal items during insulation (cover clothing if accessing the
attic in a closet, etc.) and for leaving the job site clean and hauling away job debris.
Contractor must include permit fees (if applicable) labor, tax and materials to complete project.
Below statements assume a 14' by 70' Mobile Home
Attic insulation can be performed by any of the processes highlighted in the BPI Manufactured Housing Technical
Standards. Attic insulation will include all patching and Cool Roof coating on metal skinned roofing over insulated
areas of the home.
Prep work to seal the ceiling/ floor plane and protect from insulation entering the living space during installation
will be labeled 1,2 and 3 based on amount and difficulty of repairs needed.
Level 1: Ceiling/ floor is very strong, very little to no air sealing, patching or blocking work required before
insulation can be added. Zonal test is very close to or already exceeds 40pa
Level 2: Ceiling/ floor is strong, moderate air sealing and blocking around heat sources, patching under sinks and
DITW required. Zonal tests are between 25pa and 40pa
Level 3: Ceiling/ floor are deteriorated but can support fiberglass. Extensive air sealing and blocking prep work is
required before insulation can be added.

SERIAL 16083-RFP
Belly Insulation will include the price to seal all ductwork) around plenums, transitions, boots, end caps, etc. ) to
prevent insulation from entering duct system. All registers should pressure pan to less than 1.0pa before insulation is
installed. Price of insulation will include all patching necessary to the rodent barrier as well as the floor plane.
Rodent Barrier condition will be labeled A,B, C and D
Level A: Rodent barrier requires very little prep work. Zonal Pressure ( House at 50pa WRT outside, floor cavity
WRT house is 10pa or less )
Level B: Rodent barrier requires between 1 and 330 sq.ft of patching
Level C: Rodent Barrier requires between 330 and 660 sq.ft of patching
Level D: Rodent barrier requires between 660 and 1000 sq.ft. of patching
ATTIC
Scope of Work Sq. Ft. Estimate
Bring R- 0 to R- 38 $2.10
Bring R- 11 to R- 38 $1.19
FLOOR
Scope of Work
Bring R 0 to R 13 $1.03
Bring R 5 to R 13 $.95
Belly Patching
Scope of Work Sq. Ft. Estimate
Level A $1.02
Level B $1.32
Level C $1.58
Level D $1.74
Ceiling Repair
Scope of Work Sq. Ft. Estimate
Level 1 $22.45
Level 2 $25.08
Level 3 $30.36
Scope of Work
Additional Fee's
Estimator on each job $35.00 per home
Trip Charge for homes greater than 25 miles away from office $125.00
Homes less than 1,000 square feet additional charge $125.00 per home

SERIAL 16083-RFP
Miscellaneous Low Cost
SPECIFICATIONS AND PRICING
Contractor is responsible for leaving the job site clean and hauling away job debris. All materials must be UL
Listed and approved
REPLACEMENT: Contractor must include permit fees (if applicable), labor, tax and materials to complete
project.
MISC-LOW COST REPAIRS
ITEM 1: SMOKE DETECTOR
Battery powered Smoke Alarm $ 90.00
ITEM 2: CARBON MONOXIDE (CO)
Battery powered CO Alarm $ 90.00
ITEM 3: Smoke/ CO Combo
Battery powered Smoke/CO Combo Alarm $ 158.00
ITEM 4: CFL Bulbs
Install CFL Light Bulb $ 5.00
ITEM 5: Air Filters
1 case of 20x30 air filters (12 standard filters)
$ 80.00
ITEM 6: Weather-strip (Weather-strip must be push in type or mechanically
fastened No tape backed) $ 145.00
Install Weather-strip per door price $ 145.00
ITEM 7: Door Sweep
Install Door Sweep per door price $ 86.00
ITEM 8: Paint Elbow
Paint a/c Elbow with white Elastomeric paint $ 132.00
REPAIRS: Provide labor rate per hour for general repairs.
GENERAL REPAIRS
Labor Rate Per Hour $ 70.00
On items 1-8 Materials will be reimbursed at actual cost with an allowance for handling cost of materials at a
percentage of actual cost. Contractor will be required to submit the copy of the actual receipt with all
reimbursement requests
Handling Cost 25 % of actual materials cost

SERIAL 16083-RFP
FABRICATION AND INSTALLATION OF SOLAR SUN SCREENS
SPECIFICATIONS AND PRICING
Estimate to measure, fabricate and install 80% solar sunscreens in accordance with federal energy efficiency
standards. Complete installation must include all labor and materials to perform services. Provide four
standard frame colors to ensure color compatibility of most houses. Screens must be fastened for quality fit,
guaranteed not to fall off. Contractor will honor workmanship.
Contractor is responsible for leaving the job site clean and hauling away job debris.
Project commencement and completion must be accomplished within 14 days working days of notice to
proceed.
Contractor must include permit fees (if applicable) labor, tax and materials to complete project.
Sun (solar) screens
SQ. FT. ESTIMATE ADDITIONAL CHARGES
$ 5.00 $35 Trip Charge/Measurement Fee

SERIAL 16083-RFP
Mechanical Ventilation Scope
SPECIFICATIONS AND PRICING
All ventilation to be installed in accordance with the Standard Work Specification required by DOE and
can be found at littps://sws.nrel.gov under Ventilation. Refer to Subtopics 6.6201 and sequential
subtopics.
New exhaust fan can be installed in place of existing bath fan or laundry room fan if room is open to main
body of house, using existing electrical service. Contractor to verify that circuit will not be compromised
or overloaded. New Fan must be type that is adjustable speed and continuous with motion sensor or
humidity sensor and a CFM range from 30 to 80 cfm. or 50 to 130 cfm. Noise level (Sones) must be less
than 1. Fan must be ducted to outside with shortest possible length, must have functioning damper and
duct should be hard duct, when possible, insulated and sealed with minimum length and bends. Fan speed
adjustment will be made after final Blower Door cfm50 is established. Fan must be able to be turned off
by home owner by a switch or circuit breaker that is labeled. Installed price to include complete ducting
to outside, proper termination housing and functioning damper, and all labor, tax and materials.
Scope of Work- Ventilation
ITEM 1: Mechanical Ventilation Price
Install ASHRAE compliant mechanical ventilation as described above and in Arizona Weatherization State
Plan 15-16 and www.sws.nrel.gov and vvww.wantac.gov
30 to 80 cfm $680.00
50 to 130 cfm $860.00
New electrical run $230.00
ITEM 2: Ventilation
Clean and Seal existing exhaust fan I $90.00
ITEM 3: Ventilation
Clean out dryer duct to ensure no blockage $90.00
ITEM 4: Ventilation
Duct existing exhaust fan to outside $190.00
ITEM 5: Ventilation
Install ducted kitchen exhaust fan/ range hood $650.00
ITEM 6: Ventilation
Install ducted bathroom exhaust fan $238.00
ITEM 7: Ventilation
Install Dryer vent termination box with flapper $198.00

SERIAL 16083-RFP
WATER HEATERS SPECIFICATIONS AND PRICING
All new water heater installations and associated work are to be performed in accordance with the most
recent local building codes. All work, when applicable, must comply with standards set forth in the Standard
Work
Pictures of Water Heaters to be replaced must be submitted and pictures of the replacement item must also
be submitted with billing.
Specifications required by DOE which can be found at https://s s.nrel.ov Under Baseloads Subtonic 7.8102
and sequential subtopics
Permits, when required, will be the responsibility of the Contractor to ensure that necessary permits have
been secured prior to starting work. When a permit is required, proof of permit approval will be provided to
Maricopa County long with final invoice in order to reimburse.
The Contractor shall be responsible for ensuring properly sized gas lines, combustion air, venting, pressure
release valves, and proper electrical requirements. The Contractor shall leave all literature on the new units
with the client and shall also inform the client of proper care and maintenance required on the new units.
All gas flue systems shall have proper shielding and collars where penetrating ceiling and roof to provide
clearance from combustibles per code.
All work to be done utilizing Lead Safe Work Practices when applicable including a designated Renovator to
oversee set up, work in progress and cleanup and shall require the LSW forms to be filled out and signed and
pictures provided showing the work is being done according to guidelines. ( see Renovation Recordkeeping
Checklist to be provided my Maricopa County)
Contractor is responsible for hauling away existing equipment and for properly disposing of existing
equipment. Contractor must include permit fees, sales taxes, labor and materials to complete project.
ITEM 1: GAS WATER HEATER
Price
REPLACEMENT: Contractor must include labor, tax and materials to
complete project.
1.1 30 Gallon $1,135.00
1.2 40 Gallon $1,004.00
1.3 50 Gallon $1,023.00
ITEM 2: ELECTRIC WATER HEATER Price
REPLACEMENT: Contractor must include labor, tax and materials to
complete project.
2.1 30 Gallon $1,030.00
2.2 40 Gallon $990.00
2.3 50 Gallon $1,016.00
ITEM 3: MANUFACTURED HOME WATER HEATER Price
REPLACEMENT: Contractor must include labor, tax and materials to
complete project.

SERIAL 16083-RFP
3.1 40 Gallon $1,314.00
ITEM 4: HEAT PUMP WATER HEATER
Price
REPLACEMENT: Contractor must include labor, tax and materials to
complete project.
4.1 50 Gallon $2,475.00
ITEM 5: SEALED COMBUSTION WATER HEATER Price
REPLACEMENT: Contractor must include labor, tax and materials to
complete project.
5.1 40 Gallon $2,350.00
Upper and lower combustion air $132.00
T & P Drain $99.00
Install exterior shed on pad $495.00
Flue system with appropriate collars for ceiling $132.00
Gas Flex line and shutoff valve $86.00
Water supply lines and ball valve $99.00
Rebuild floor for water heater placement $132.00
Permit fees $115.00
Scope of Work - Single Family Home Energy Audit Price
Home energy audit pre, after duct sealing and test out after all work is $1,000.00
completed. Total of 3. As defined in the AZ Weatherization State Plan
PY15-16 including all required forms.
Also at www.waptac.org WPN13-5
Scope of Work — Quality Control Inspection (QCI) Price
QCI $650.00
As defined in the AZ Weatherization State Plan PY15-16 including all
required forms. (This inspection is for any project using DOE funds
only)

SERIAL 16083-RFP
EXHIBIT B
SCOPE OF WORK
1.0 INTENT:
The service area is strictly defined as Maricopa County inclusive of all unincorporated areas, excluding the
Cities of Phoenix and Mesa.
The objective of the Weatherization Service is to reduce energy costs for income-eligible households
through increased home energy efficiency, while improving the health and safety of the dwelling's
occupants.
The objective of the Utility Repair/Replacement Service is to provide assistance to dwelling occupants for
the repair and/or replacement of utility-related appliances and heating and cooling systems.
The contractor shall ensure the provision of Weatherization Services and repair and/or replacement of
utility-related appliances and heating and cooling systems under the terms of this agreement in coordination
with federal, state, and local Weatherization and Appliance Repair/Replacement related services or energy
conservation programs.
2.0 PROGRAM SCOPE OF WORK:
2.1 The Weatherization Assistance Program was established to help low-income families and
individuals decrease their home energy costs and to be attentive to energy-related health and safety
issues in the home.
2.2 The goal of the Weatherization Assistance Program is to reduce the energy burden of income-
eligible households.
2.3 The Weatherization Assistance Program is not a crisis program. Applicants deemed eligible
should receive services within 365 days of the application date. If services have not been provided
by the 366th day, the applicant must re-apply for services.
2.4 The Weatherization Assistance Program has two levels of eligibility:
2.4.1 The Application Criteria: MCHSD evaluates each application, and determines, and
authorizes fund source eligibility.
2.4.2 The Building Structure: Any home that is not structurally sound or does not meet the
required state/county/city building codes may be deemed ineligible for services.
2.5 The goal of the Utility Repair/Replacement Service is to repair or replace utility-related appliances
and heating and cooling systems for income-eligible households.
2.6 The Utility Repair/Replacement Program is a crisis program. The Contractor must make contact
with the client as soon as possible after the notification from MCHSD.
2.7 Contractor will comply with all federal, state, and local regulations related to specific funding
sources used. It will be the responsibility of the Contractor to follow the following regulations as
applicable, which includes, but is not limited to:
2.7.1 Federal Low Income Home Energy Assistance Program (LIHEAP) regulation;
2.7.2 Title XXVI- Low Income Home Energy Assistance Program Omnibus Budget
Reconciliation Act of 1981 (pub. 97-35) Title 45, Code of Federal Regulations, Parts 74

SERIAL 16083-RFP
and 96 Restrictions on Lobbying (31USC 1352 et. Seq.) and 26 CFR, Parts 1, 7, 10, 25,
53, 56, and 602;
2.7.3 State Utility, Repair, Replacement and Deposit Assistance State Law, ARS §46-731;
2.7.4 Department of Energy Weatherization Assistance Program for Low-Income Persons, 10
CFR part 440, Final Rule, February 1, 2002;
2.7.5 Maricopa County Client Confidentiality Rules;
2.7.6 Arizona Public Service Energy Wise Program Guidelines;
2.7.7 Salt River Project Weatherization Program Guidelines;
2.7.8 Southwest Gas Weatherization Program Guidelines;
2.7.9 All work must meet the U.S. Department of Energy's Standard Work Specifications
(SWS) and DOE funded projects must be inspected by a Certified Quality Control
Inspector (QCI). If the standards are not met, it will be the responsibility of the contractor
to fix, update, or redo the work until it meets the requirements. It is imperative that
potential bidders review and understand the Standard Work Specifications online at
https://sws.nrel.gov/ ;
2.7.10 All DOE Weatherization jobs funded by the U.S. Department of Energy must have a QCI
inspector. This person is the individual who is responsible for ensuring that the level of
quality outlined within the SWS is in fact making its way into the homes. This inspector
shall not complete any work on the home. See specification in the State of Arizona
Weatherization Assistance Program State Plan;
2.7.11 AZ State Weatherization Field guide https://www.swbstc.org/az-field-guide/ and
www.waptac.org WPN 15.4;
2.7.12 State of Arizona Weatherization Assistance Program State Plan
http://www.hsd.maricopa.gov/Divisions/Community-Development/Plans-Reports.aspx;
2.7.13 All WAP memorandums and Weatherization Program Notices (WPN) located at
www.waptac.org ;
2.7.14 All Contractor and staff of sub-contractors who have direct contact with the resident in
their homes must pass a Level One background check and receive a Level One
fingerprint clearance card from Arizona Department of Public Safety. A copy for each
staff that that is anticipated to have direct contact with any residents through this
agreement must be submitted to Maricopa County within 60 days of service contract
award.
2.8 Contractor must follow and be familiar with and operate by the guidelines set forth by the
Occupational Safety and Health Administration (OSHA).
2.9 Additional information regarding the Weatherization Assistance Program can be found on the
following website: U.S. Department of Energy (DOE): www.energv.gov .
3.0 WORK ORDER PROCESS:
2.10 MCHSD sends to the Contractor, on a daily basis, Work Order(s) with fund source eligibility and
priority level.
2.11 Contractor will perform a site visit of the property listed on the Work Order, and conduct an
energy audit.

SERIAL 16083-RFP
2.12 With the results of the energy audit, Contractor will write Scope of Work (SOW), which must
include a cost estimate and funding distribution.
2.13 Contractor will transmit SOW to MCHSD.
2.14 SOW must be created utilizing the DOE and Arizona Weatherization Assistance Program
approved priority list (http //vv i on I iCoiniiitinii 1 )nic /Plans-
Im.aspx Zone 2) or a house energy modeling program called REM/Design v14.6
2.15 MCHSD will transmit an electronic authorization to the Contractor for work to be performed.
2.16 Contractor will ensure all work is completed per the Work Order and Scope of Work.
2.17 Contractor will be responsible for the final post-test audit and a Quality Control Inspection (QCI)
and submit the final report to MCHSD.
2.18 Contractor will be responsible for entering technical and financial data into the existing designated
MCHSD online data base.
2.19 Contractor will submit to MCHSD all final invoices/requests for payment with all required back-
up documentation by the 5 th business day of the following month (excluding State or County
observed holidays).
2.20 MCHSD will review documentation and reimburse Contractor for allowable expenditures.
4.0 MCHSD OFFERED SERVICES:
2.21 MCHSD may provide the following to the successful proposer:
2.21.1 Weatherization Training within the contract period, prior approval must be authorized by
MCHSD
2.21.2 Weatherization Technical Assistance regarding measures
2.21.3 Weatherization Monitoring to include client, financials, and other documents as needed
2.21.4 Weatherization Reports and forms will be provided to the successful proposer at the
beginning of the contract and required to be submitted to MCHSD at the close of every
weatherization job. All reports, forms and correspondence must be submitted to the
Weatherization Administrator.

SERIAL 16083-RFP
EXHIBIT C
CONTRACTOR'S BACKGROUND INFORMATION
Agency Name and Contract License 0 FSL, Home RFP Number 16083-RFP
Iniprovemerits. ROC106809
Mailing Address
1201 E. Thomas Road Phoenix. AZ 85 014
Chief Executi Officer F_mail Address of CEO
Torn Egan atifslor.
Contact Person, if different Email Address of Contact Person
Katie Martin .z.-inartinqifsl.org
Contact Phone Contact Fax
602-285-0505 ext. 543 602-297-1857
Is your orgLzation qualified as a charitable organization under Section 501(c)(3) of the Internal Revenue
Code? Yes No 0 If no, please describe:
Provide a brief description that includes: mission, vision and goals, agency's hi ory, and
programs.. Describe the agency's experience and current capability to provide Weatherization
and Utility Repair and Replacement services. Include number of years providing the proposed
services and the number of rears providing these services in the proposed service area.
FSL Home Improvements is an affiliate corporation of the Foundation for Senior Liling a
private. non-profit orgir-rHatian established in 1974. The mission of the organization is "to
provtde excirional seryieez, aiwarion and advocacy in order to preserve independence and
enhance thc quaiiry of...lye/Tan senion. adults -with disabilities and their caregivers' IThe FSL
Fame Improvements division provides programs and services dedicated to increasing a person's
option t for living safely and independently in thei: home_ To do this, FSL Home Improvements
provides emergency repairs, minor repairs. major repairs and renovations and Weatheization
(energy conservation) senices to low income eligible households throughout Maricopa County.
The parent corporation. the Foundation for Senior Living, provides a wide array of services,
which promote personal independence and protect vulnerable adults from costly and
inappropriate institutionalization. These services include: adult day health care, home health,
homenialter services, personal and live-in care, home safety and repair, residential apartments.
senior centers. social services. assisted group living and adult foster care.
For the past 20 years FSL Home Improvements has provided weathenzation and utility repair
and replacement services to thousands of low income households throughout Maricopa County.
The organization has successfullyperformed thousands of energy audits and
weatherizationURRD activities to help low income households reduce hundreds of thousands
of dollars in utility costs. FSL Home Improvements employs seasoned internal Weatherization
Auditors Technicians that are BPI Certified and the agency also subcontracts services as
needed through The organi.7.2:011 holds a general building contractor's license, a residential and
ITVAC license. Using internal auditors and experienced contractors. FSL has the capacity to
ramp up or down to meet Maricopa County's demand.
FSL Home Improvements and its seasoned staff have been recognized by the U.S. Department
of Energy for outstanding performance in the weatberizaticm industry. In addition, the
organization operates one of 12 leading weatherization and energy efficiency training facility
in die United States recognized by both l tile U. S. Department of Energy and tile Arizona
Energy Office_

SERIAL 16083-RFP
2. Number of a.gency employees that provide and or support the proposed services: 7
3. Has yourheld any grants and/or contracts with Mancopa County dnring the previous three
years? Yes No 0 If res, please describe:
FSL Home Improvements has been providing Weatherization services to IVIaricopa County Human
Services Department 7. ,.1CHSD1 for 20 rears.
Since 2012 FSL has been under contract with MCHSD to provide Rehabilitation services through
the liaricoroa County Home Improvements Program (MCI-31P) u. —olizing H011E, CDBG and
HOSDV funding. Through the Rehabilitation program we complete inspections, create scopes of
work, procuie contractors and oversee construction..
4. Does your agency have the following
Yes No Date of Last revision
Personnel Manual July 2012
Accounting Manual ri • December 2014
Program Policy & I1 0 December 2014
Procedures
o. Does your agency have an internal budget development and approval process? Yes El No III
lives, attach a detailed description. See pages to follow.
6. Does your agency track ongoing financial status against approved budget? Yes No D
List date of most recent financial audit and accounting
Name: I Eide Bailly I Date j December 2014
S. Has , : =44 Cy, within three years, had audit exceptions or questioned costs arise from audits?
Yes il No 0 If ves .; , e attach a detailed description including how exceptions! questioned
costs were resolved. We had our audit F116.30.15 which is in the review and draft stage and
believe most if not all hems were resolved. See pages to follow
. Has agency within the last three years defaulted on or had a government contract or grant canceled,
suspended or terminated for other than successfid completion? Yes 0 No El
If yes attach a detailed description.
10. Is amity currently in good standing with Arizona Corporation Commissiora Yes No 0
If no. submit a detailed description
11. Has corporate status ever been denied, revoked or suspended?
Yes 0 No If yes, please explain.
12. Are there, any snits, judgments, tax deficiencies, or other claims pending or in process which have
occurred against rout agency within the last three years_ Yes • No El If yes, attach explanation.
13. If awarded a contract, does pour agency have sufficient funds to meet obligations while awaiting
reimbursement from Maricopa County, Human Services Department, Community Development
Division? Yes El No •

SERIAL 16083-RFP
Pease indicate when proposers main office *AIL 110i be open on the holidays marked below 'darken box for applicatsle holidar,
IZI New Year's Day 0 Waskuhron's birthday IX Memorial Day 0 Rosh Hashazah C Veteran's
Dac
Martin LT,ther 1-Lag-7.:s 0 President's Day EC Independence Day 0 Yorn Kippur El Tlunkspring
Bin:Alm arr
0 Lincoln's bxthth- 1E1 Good Priday El Labor Dr. 0 Colranbts Day El Christmas
Day
OTHER HOLY
121 Day After Than- flotig HoLidar — EiDac Before Christmas 0

SERIAL 16083-RFP
EXHIBIT D
ACCOUNTING SYSTEM CERTIFICATION
ITEM
YES NO
I. The entity nses fraid acconnting vi-hich allows for identification. of the sonrces and applications X
of finds by program.
2. The entity has accoonting procednres and intennal controls which provides reasonable assnrance X
that accounting records are mpported by swine docrunenvation.
3. The entity.- has accounting procedrues and internal conunh which provides for accruate and _
complete remain* of transactions.
4. The entity has procednms for determining ' . the seasonableness, allovrablity, allocability and X
proper classification of costs chinned for ronvement scaii the terms of the contract and Federal
Rephtions.
YES NO
5. The entity has effective internal controls which provide amiability for all fluids, property and
other assets.
/

SERIAL 16083-RFP
6. The entity has procedures which allow fox comparison of actual outlays with budget 2
amounts for each CO=3Ct LeTeene smarm.
7. The entity has a capiral+-,ation policy that is in compliance with program/contract 2
requiremenr..
8_ The entity condnets physical int‘mtories of all equipment on a monthly,. quarterly, or X
artnnal basis.
9. The entity ensrares that all contract banded equipment's are being nsed for the program .
activities for which they were purchased.
10. The entity has a current audited financial statement and /ox a 2CFR Part 200 '
Uniform Administrative Requirements,. Cost Principles and Audit Recrairensents for
Federal Awards.
I 1,11ae entity has the recrired written authorizations frit each employee as follows: a) I
employees added to the payrol,: b • changes in sate of pay; c) eimpk)yee5. taken -off the payroll;
d) payroll deductions ; e) accor.nting -distribtations set tap of employee payroll costs; fi payroll
time sheet reports prior to paying employee,
/

SERIAL 16083-RFP
EXHIBIT E
AGREEMENT
Respondent hereby certifies that Respondent has read, understands and agrees that acceptance by Maricopa County
of the Respondent's Offer will create a binding Contract- R espondent agrees to fully comply with all terms and
conditions as set forth in the Maricopa County Procurement Code, and amendments thereto, together with the
specifications and other docwnentary forms herewith made a part of this specific procurement
BY SIGNING THIS PAGE THE SUBMITTING RESPONDENT CERTIFIES THAT RESPONDENT HAS
REVIEWED THE ADMINISTRATIVE INFORMATION AND DRAFT IIPP CONTRACT'S TERMS AND
CONDITIONS LOCATED AT htiwilwwn.inaricona.ttoilinatcrials. AND AGREE TO BE
CONTRACTUALLY BOUND TO THEM.
Smell Business Enterprise (SHE)
FSL Home Improvements 8-3649930/01844091
RESPONDENT (FIRM) SUBMITTING PROPOSAL FEDERAL TAX ID NUMBER ID
Tom Egan
PRINTED NAME AND TITLE AUTHORIZED SIGNA
201 E. s R 502.7.85-18(K/L
ADDRESS TELEPHONE
fbocnix. AZ 850)19 1/2512016
CITY STATE ZIP DATE
uvw.fsl.org www.fslhomeimprovements.org
WEB SITE EMAIL

SERIAL 16083-RFP
EXHIBIT F
STAFF EXPERIENCE PAGE
Proposers Name.: FSL Home Improvements Generil Contract License # .10650S
Please list all adniinistsative and direct service empleTees, ei years of expesie: -..ce thIN:.:7 -
s.errices and a summast , of direct experience as it applies to this proposal_ Please provide a summary
of applicable licenses and certifications as it applies to this proposal_
Ye* )tras drizte eisfsoccirr methi
Staff Name/Tide Years of II Summary of Experience
Experience Dudes and Responsibilities
ADMINISTRATIVE EMPLOYEES:
I. Shaun Smiley Scott 6 Shaun is a Program Coordinator for
FSL's Weatherization Department. She
is responsible scheduling. coaillg, billing
and reporting.
2. Vinny Peclalino 18 \Tinny is the Weatherization Program
Manages and holds the FIVAG license
through the Arizona Registrar of
Contractors for FSL. Vinny Supervises
the Weathezization staff,. comple tes
REM Designs and oversees daily
activities for the program. He has
worked for FSL for 18 years specifically
in the Weatherization program_
3. Katie Martin 15 Katie is the Program Director for FSL
Home Improvements overseeing daily
activities, budget management and
contractual compliance.
4. Joe Barbieri 40 Joe holds the General Contracting
license for FSL through the Arizona
Registrar of Contractors_
5_
DIRECT SERVICE EMPLOYEES:

SERIAL 16083-RFP
1. Ma. no Flores 15 Mario Flores is the Crew Forman for
our current Weatherization programs.
He is a71e to handle customer
service to the .:.-iients and contractors.
He assists with !:cope writing and can
complete energy audits when there is
oc.flow. : .. _ has a current BPI
certcation_
2_ Robert Rosales 4 Robert holds both BPI and QCI
certiEcaticns through the Building
Performance Institute_ Robert has been
performing energy audits for the past 4
years and inspects contractors work on a
daily basis.
3. Daniel Lander 16 As FSL's Quality Assurance
Coordinator he holds both BPI and
QCI Certifications through the Building
Performance Institute. He performs pre
and post energy audits, quality control
inspections for DOE projects and can
complete many of the allowable WAP
measures in house.
4. Brandon Goetz ,. Brandon has 2 years' experience
performing energy audits_ He is able to
perform audits and complete many of
the allowable WAP measures in house_
5_
6.
8_

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