SERIAL 13058-SS THOMAS AND MEANS LLP.PDF

SERIAL 13058-SS
This Contractis enteredintothis 5th day of June,2013 by and betweenMaricopa County("County"),a political
subdivisionof the Stateof Arizona, and Thomasand MeansLaw Firm,L.L.P., a North Carolinacorporation
("Contractor")forthe purchaseof training services.
1.0 CONTRACT TERM:
1.1 This Contractis for a term of four (4) years, beginning on the 5th day of June, 2013 and ending
the 30th day of June, 2017.
2.0 TASKORDERS
2.1 Projects under this contract will be awarded by Task Orders. Contractor will be notified when
need forwork arises, and Contractorwillbe giventime to respond to the TaskOrderrequirements
with a proposed work plan, staff and price. This contract does not guaranteeaward of any Task
Order.
3.0 PAYMENTS:
3.1 As considerationfor performance of the duties describedherein, County shall pay Contractorthe
sum(s)stated in Exhibit "A."
3.2 Paymentshall be made upon the County'sreceipt of a properly completedinvoice.
3.3 INVOICES:
3.3.l The Contractor shall submitone(1) legiblecopy of their detailedinvoicebefore
payment(s) can be made. At a minimum,the invoice mustprovidethe following
information:
• Company name,addressand contact
• County bill-tonameandcontact information
• Contract serialnumber
• County purchaseordernumber
• Invoice numberanddate
• Payment terms
• Date of serviceor delivery
• Quantity
• Contract Itemnumber(s)
• Descriptionof serviceprovided
• Pricing per unit of service
• Freight (if applicable)
• Extended price
• Mileage w/rate(if applicable)
• Total AmountDue
3.3.2 Problems regarding billing or invoicingshall be directed to the County as listed on the
Purchase Order.

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3.3.3 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/FinallcelVendors.aspx).
3.3.4 EFT payments to the routing and account numbers designated by the Contractor will
include the details on the specific invoices that the payment covers. The Contractor is
required to discuss remittance delivery capabilities with their designated financial
institution for access to those details.
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 offunds.
4.2 If any action is taken by any state agency, Federal department or any other agency or
instrumentality to suspend, decrease, or terminates 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 shall provide Contractor's personnel with adequate workspace
for consultants and such other related facilities as may be required by Contractor to carry out its
contractual obligations.
6.0 TERMS and CONDITIONS:
6.1 INDEMNIFICATION:
6.1.1 Contractor's duty to defend, indemnify and hold harmless County, its agents,
representatives, officers, directors, officials, and employees shall arise in connection with
any claim, damage, loss or expense that is caused by any negligent acts, errors, omissions
or mistakes in the performance of this Contract by the Contractor, as well as any person
or entity for whose acts, errors, omissions, mistakes or malfeasance Contractor may be
legally liable.
6.1.2 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
6.2 INSURANCE:
6.2. I 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 A+. In lieu of State of

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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
policiesand formsmustbe acceptableto County.
6.2.2 All insurancerequiredherein shall be maintainedin full force and effect until all work or
service required to be performed under the terms of the Contract is satisfactorily
completedand formallyaccepted. Failureto do so may, at the sole discretion of County,
constitutea materialbreach of this Contract.
6.2.3 Contractor's insuranceshall be primary insuranceas respects County, and any insurance
or self-insurancemaintainedby County shall not contributeto it.
6.2.4 Any failureto complywith the claim reportingprovisionsof the insurancepolicies or any
breach of an insurancepolicy warranty shall not affect the County's right to coverage
affordedunderthe insurancepolicies.
6.2.5 The insurance policies may provide coverage that contains deductibles or self-insured
retentions. Such deductible and/or self-insured retentions shall not be applicable with
respect to the coverage provided to County under such policies. Contractor shall be
solely responsible for the deductible and/or self-insured retention and County, at its
option, may require Contractor to secure payment of such deductibles or self-insured
retentionsby a suretybond or an irrevocableand unconditionalletter of credit.
6.2.6 County reserves the right to request and to receive, within 10 working days, certified
copies of any or all of the herein required insurance certificates. County shall not be
obligated to review policies and/or endorsements or to advise Contractor of any
deficiencies in such policies and endorsements, and such receipt shall not relieve
Contractorfrom,or be deemed a waiver of County's right to insist on strict fulfillmentof
Contractor's obligationsunderthis Contract.
6.2.7 The insurancepolicies required by this Contract, except Workers' Compensation,shall
name County, its agents, representatives,officers, directors, officials and employees as
AdditionalInsureds.
6.2.8 The policiesrequiredhereunder,exceptWorkers' Compensationshall 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
workor service.
6.2.9 CommercialGeneralLiability:
Commercial General Liability insurance and, if necessary, Commercial Umbrella
insurance with a limit of not less than $2,000,000 for each occurrence, $2,000,000
Products/CompletedOperations Aggregate, and $4,000,000 General Aggregate Limit.
The policy shall include coverage for bodily injury, broad form property damage,
personalinjury,productsand completedoperationsand blanketcontractualcoverage,and
shallnot containany provision which would serveto limitthird party action over claims.
There shallbe no endorsementor modificationof the CGL limitingthe scope of coverage
for liabilityarisingfrom explosion,collapse,or undergroundpropertydamage.

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6.2.10 Workers' Compensation:
6.2.11.1 Workers' Compensation insurance to cover obligations imposed by federal
and state statutes having jurisdiction of Contractor's employees engaged in the
performance of the work or services under this Contract; and Employer's
Liability insurance of not less than $1,000,000 for each accident, $1,000,000
disease for each employee, and $1,000,000 disease policy limit.
6.2.l1.2 Contractor waives all rights against County 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 pursuant to
this Contract.
6.2.11 Certificates oflnsurance.
6.2.13.1 Prior to commencing work or services under this Contract, Contractor shall
have insurance in effect 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 be made available
to the County upon ten (10) business days. BY SIGNING THE
AGREEMENT PAGE THE CONTRACTOR AGREES TO THIS
REQUIREMENT AND FAILURE TO MEET THIS REQUIREMENT
WILL RESULT IN CANCELLATION OF CONTRACT.
6.2.13.1.1 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.
6.2.13.1.2 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.
6.2.12 Cancellation and Expiration Notice.
Insurance required herein shall not be permitted to expire, be canceled, or materially
changed without thirty (30) days prior written notice to the County.
6.3 NOTICES:
All notices given pursuant to the terms of this Contract shall be addressed to:
For County:
Maricopa County
Office of Procurement Services
A1TN: Contract Administration
320 West Lincoln Street
Phoenix, Arizona 85003-2494
For Contractor:
Barbara Hoffman
Thomas and Means Law Firm, L.L.P.
PO Box 2039
Huntersville, NC 28070

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6.4 REQUIREMENTSCONTRACT:
6.4.1 Contractor signifies its understanding and agreement by signing this document that this
Contract is a requirements contract. This Contract does not guarantee any purchases will
be made (minimum or maximum). Orders will only be placed when County identifies a
need and issues a purchase order or a written notice to proceed.
6.4.2 County reserves the right to cancel purchase orders or notice to proceed within a
reasonable period of time after issuance. Should a purchase order or notice to proceed be
canceled, the County agrees to reimburse the Contractor for actual and documented costs
incurred by the Contractor. The County will not reimburse the Contractor for any
avoidable costs incurred after receipt of cancellation, or for lost profits, or shipment of
product or performance of services prior to issuance of a purchase order or notice to
proceed.
6.4.3 Purchase orders will be cancelled in writing.
6.5 TERMINATIONFOR CONVENIENCE:
The County reserves the right to terminate the Contract. in whole or in part at any time, when in
the best interests of the County without penalty or recourse. Upon receipt of the written notice,
the Contractor shall immediately stop all work, as directed in the notice, notify all subcontractors
of the effective date of the termination and minimize all further costs to the County. In the event
of termination under this paragraph, all documents, data and reports prepared by the Contractor
under the Contract shall become the property of and be delivered to the County upon demand.
The Contractor shall be entitled to receive just and equitable compensation for work in progress,
work completed and materials accepted before the effective date of the termination.
6.6 TERMINATIONFOR DEFAULT:
6.6.1 In addition to the rights reserved in the Contract, the County may terminate the Contract
in whole or in part due to the failure of the Contractor to comply with any term or
condition of the Contract, to acquire and maintain all required insurance policies, bonds,
licenses and permits, or to make satisfactory progress in performing the Contract. The
Procurement Officer shall provide written notice of the termination and the reasons for it
to the Contractor.
6.6.2 Upon termination under this paragraph, all goods, materials, documents, data and reports
prepared by the Contractor under the Contract shall become the property of and be
delivered to the County on demand.
6.6.3 The County may, upon termination of this Contract, procure, on terms and in the manner
that it deems appropriate, materials or services to replace those under this Contract. The
Contractor shall be liable to the County for any excess costs incurred by the County in
procuring materials or services in substitution for those due from the Contractor.
6.6.4 The Contractor shall continue to perform, in accordance with the requirements of the
Contract, up to the date of termination, as directed in the termination notice.
6.7 TERMINATIONBY THE COUNTY:
If the Contractor should be adjudged bankrupt or should make a general assignment for the benefit
of its creditors, or if a receiver should be appointed on account of its insolvency, the County may
terminate the Contract. If the Contractor should persistently or repeatedly refuse or should fail,
except in cases for which extension of time is provided, to provide enough properly skilled
workers or proper materials, or persistently disregard laws and ordinances, or not proceed with
work or otherwise be guilty of a substantial violation of any provision of this Contract, then the
County may terminate the Contract. Prior to termination of the Contract, the County shall give the

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Contractorfifteen-(15) calendarday's written notice. Uponreceipt of suchterminationnotice,the
Contractorshall be allowedfifteen(IS) calendar daysto curesuch deficiencies.
6.8 STATUTORYRIGHTOF CANCELLATIONFOR CONFLICTOF INTEREST:
Notice is given that pursuant to A.R.S. §38-511 the County may cancel this 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 anytime whilethe Contractor any extensionof the Contractis in effect,
an employeeor agentof any other party to the Contract in any capacityor consultantto any other
party of the Contractwith respectto the subject matter of the Contract. Additionally,pursuantto
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 Countyfromanyotherpartyto the contract arisingas the result of the Contract.
6.9 OFFSETFOR DAMAGES;
In additionto all other remediesat law or equity, the County may offset from any money due to
the Contractorany amountsContractorowes to the County for damagesresulting from breach or
deficienciesin performanceunderthis contract.
6.10 ADDITIONSIDELETIONSOF SERVICE:
6.10.1 The County reservesthe right to add and/or delete materials to a Contract. If a service
requirementis deleted,paymentto the Contractorwill be reducedproportionately,to the
amount of servicereduced in accordance with the bid price. If additionalmaterials are
required from a Contract, prices for such additions will be negotiated between the
Contractorandthe County.
6.10.2 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 workingon County projects and substitutepersonnelbased on the discretion
of the Countywithintwo businessdays, unless previouslyapprovedby the County.
6.11 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
createthe relationshipof employerand employee,partnership,principaland agent,orjoint venture
betweenthe Districtand the Contractor.
6.12 SUBCONTRACTING:
The Contractormay not assignthis Contractor subcontractto anotherparty forperformanceof the
terms and conditions hereof without the written consent of the County, which shall not be
unreasonably withheld. All correspondence authorizing subcontracting must reference the
ProposalSerialNumberand identifythejob project.
6.13 AMENDMENTS:
All amendmentsto this Contractshallbe in writingand approved/signedby bothparties.Maricopa
CountyOffice of ProcurementServicesshallbe responsiblefor approvingall amendmentsfor
MaricopaCounty.
6.14 ACCESS TO AND RETENTION OF RECORDS FOR THE PURPOSEOF AUDIT AND/OR
OTHERREVIEW:
6.14.1 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

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other records and back-up documentationrelevantto this Contract for six (6) years after
fmal 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
otherpersonsdulyauthorizedby the Departmentshallhave full accessto, andthe rightto
examine,copy and make use of, any and all saidmaterials.
6.14.2 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
documentthat requested serviceswere provided,the Contractorshall reimburseMaricopa
Countyforthe servicesnot so adequatelysupportedand documented.
6.15 AUDITDISALLOWANCES:
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
adjustmentof any future claim submittedby the Contractorby the amount of the disallowance,or
to requirerepaymentof the disallowedamountbythe Contractor.
6.16 SEVERABILITY:
The invalidity,in whole or in part, of any provision of this Contract shall not void or affect the
validityof any otherprovision of this Contract.
6.17 RIGHTSIN DATA:
The County shall own have the use of all data and reports resulting from this Contract without
additionalcost or other restriction exceptas providedby law. Each party shall supplyto the other
party, upon request, any available information that is relevant to this Contract and to the
performancehereunder.
6.18 INTEGRATION:
This Contractrepresentsthe entire and integratedagreementbetween the parties and supersedes
all prior negotiations,proposals, communications,understandings,representations,or agreements,
whetheroral or written,express or implied.
6.19 VERIFICATIONREGARDINGCOMPLIANCEWITHARIZONAREVISEDSTATUTES§41-
4401 ANDFEDERALIMMIGRATIONLAWSANDREGULATIONS:
6.19.I By entering into the Contract,the Contractorwarrantscompliancewith the Immigration
and Nationality Act (INA using e-verify) and all other federal immigration laws and
regulationsrelatedto the immigrationstatusof its employeesand A.R.S. §23-214(A).The
contractorshall obtain statementsfrom its subcontractorscertifyingcomplianceand shall
furnishthe statementsto the ProcurementOfficer upon request. These warrantiesshall
remain in effect through the term of the Contract. The Contractorand its subcontractors
shall also maintain EmploymentEligibilityVerificationforms (1-9) as required by the
ImmigrationReform and Control Act of 1986, as amended from time to time, for all
employeesperformingwork underthe Contractand verifyemployeecomplianceusingthe
E-verify system and shall keep a record of the verification for the duration of the
employee'semploymentor at leastthreeyears,whicheveris longer. 1-9formsare available
fordownloadat USCIS.GOV.
6.19.2 The County retains the legal right to inspect contractor and subcontractor employee
documents performing work under this Contract to verify compliance with paragraph
6.19.l of this Section. Contractorandsubcontractorshallbe givenreasonablenoticeof the
County's intent to inspect and shall make the documentsavailable at the time and date
specified. Shouldthe Countysuspector findthatthe Contractoror anyof its subcontractors
are not in compliance,the Countywill considerthis a materialbreach of the contractand

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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 andlor debarment of the
Contractor. All costs necessary to verify compliance are the responsibility of the
Contractor.
6.20 CONTRACTOR LICENSE REQUIREMENT:
6.20.1 The Respondent shall procure all permits, insurance, licenses and pay the charges and
fees necessary and incidental to the lawful conduct of hislher 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 andlor 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.
6.20.2 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.
6.21 CERTIFICATION REGARDING DEBARMENT AND SUSPENSION
6.21.1 The undersigned (authorized official signing for the Contractor) certifies to the best of his
or her knowledge and belief, that the Contractor, defined as the primary participant in
accordance with 45 CFR Part 76, and its principals:
6.28.1.1 are not presently debarred, suspended, proposed for debarment, declared
ineligible, or voluntarily excluded from covered transactions by any Federal
Department or agency;
6.28.1.2 have not within 3-year period preceding this Contract been convicted of or
had a civil judgment rendered against them for commission of fraud or a
criminal offense in connection with obtaining, attempting to obtain, or
performing a public (Federal, State or local) transaction or contract under a
public transaction; violation of Federal or State antitrust statues or
commission of embezzlement, theft, forgery, bribery, falsification or
destruction of records, making false statements, or receiving stolen property;
6.28.1.3 are not presently indicted or otherwise criminally or civilly charged by a
government entity (Federal, State or local) with commission of any of the
offenses enumerated in paragraph (2) of this certification; and
6.28.1.4 have not within a 3-year period preceding this Contract had one or more
public transaction (Federal, State or local) terminated for cause of default.
6.21.2 Should the Contractor not be able to provide this certification, an explanation as to why
should be attached to the Contact.
6.21.3 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.
6.22 PRICES:
f
"t

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Contractor warrants that prices extendedto County under this Contract are no higher than those
paid by anyother customerfor theseor similar services.
6.23 GOVERNINGLAW:
This Contract shall be governedby the laws of the state of Arizona. Venue for any actions or
lawsuitsinvolvingthis Contractwill be in Maricopa CountySuperiorCourtor in the United States
DistrictCourtfor the Districtof Arizona,sitting in Phoenix,Arizona
6.24 ORDEROF PRECEDENCE:
In the event of a conflict in the provisionsof this Contract and Contractor's license agreement,if
applicable,the terms of this Contractshallprevail.
6.25 INFLUENCE
As prescribedin MC1-1202of the MaricopaCounty ProcurementCode,any effortto influencean
employeeor agentto breachthe MaricopaCounty EthicalCodeof Conductor any ethicalconduct,
may be groundsfor Disbarmentor Suspensionunder MCl-902.
An attemptto influenceincludes,but is not limited to:
6.25.1 A Personofferingor providinga gratuity, gift, tip, present,donation,money,
entertainmentor educationalpasses or tickets, or anytype valuablecontributionor
subsidy,
6.25.2 That is offeredor givenwiththe intent to influencea decision,obtain a contract,garner
favorabletreatment,or gain favorableconsiderationof 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
MaricopaCounty ProcurementCode, any remedy in equity or in the law, or any remedyprovided
by this contract.
6.26 INCORPORATIONOF DOCUMENTS:
The followingareto be attachedto andmade part of this Contract:
6.26.1 ExhibitA, Pricing;
6.26.2 ExhibitB, Scopeof Work;
6.26.3 Exhibit C, Officeof ProcurementServicesContractorTraveland Per DiemPolicy.

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IN WITNESS WHEREOF, this Contract is executed on the date set forth above.
CONTRACTOR
R f\tJbo t" t tt z.. M£A.rJS· .pit~'TIJ £.R-
PRINTED NAME AND TITLE I
\lliM~S 0/ M2..M~' LM f;-lRA. I LLf I ~O ~"~..2..!9 3'i
ADDRESS \s-\U tSTtz.. f(.S V l L-L ~ I ,JC "2-20RO
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DATE
MARICOPA COUNTY
CHAIRMAN, BOARD OF SUPERVISORS DATE
ATTESTED:
CLERK OF THE BOARD DATE
APPROVED AS TO FORM:
LEGAL COUNSEL DATE

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EXHIBIT A
Pricing
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NIGPCODE: 920-41
RESPONDENT'S NAME: Thomas and Means Law Firm, LLP
COUNTY VENDOR NUMBER: 2011002725
ADDRESS: PO Box 2039
Huntersville, NC 28070
P.O. ADDRESS: same
TELEPHONE NUMBER: 704-895-5694
FACSIMILE NUMBER: 704-895-9034
WEB SITE: www.thomasandmeans.com
CONTACT
(REPRESENTATIVE): Randolph B. Means
REPRESENT ATIVE'S E-MAIL ADDRESS:rbmeans.{i.aol.com
PAYMENT TERMS: NET 30
1.0 PRICING:
Intial Pricing for classes to take place between April 17 and July 9, 2013 shall be:
$39,500.00
All pricing for subsequent training series shall be established pursuant to the Task
Order process described in Section 2.0 of this Agreement.
*All pricing is inclusive of travel and per diem expenses.
Contractor shall adhere to all travel requirements and restrictions
detailed in Exhibit C

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EXHIBITB
Scope of Work
Intent:
The intentof this Contractis to provide leadershiptraining servicesto MCSOstaff. Trainingis to focuson
leadershipandaccountabilityin enforcement of standards.
Contractorshallprovidethe following servicesas detailedbelow.
Descriptionof Services:
I. InitialCourseSeriesas detailed in proposaldatedApril I, 2013
a.Coursesto be provided:
1. Managing for OrganizationalIntegrity
I. Exercise One: Methodsof Influence
2. Exercise Two: "Agreement"
3. Exercise Three: Keysto Fairness in Dealingwith Employees
4. Exercise Four: The Caseof the Lateto WorkFibber
5. Exercise Five: Applicationof Principlesof Fairnessto a "Real Life" Fact
Situation
6. Exercise Six:PerformanceProblemsvs. Misconduct
7. Exercise Seven:"Complaint"Handling
8. Exercise Eight: Policyand Training
9. Exercise Nine: Proactive"Disciplinary"Tools
10. Exercise Ten: RiskManagement
b.ClassDates:
i. April 17-18 *
n. Apri124-25 *
lll. May 15-16*
iv. May 22-23 *
v. June 13-14
vi. June 17-18
vii. June 19-20
viii. July 8-9
*Classdates that occurredpriorto Contractinitiationdate were arrangedunderseparate
quote structure issuedon behalfofMCSO.
2. AdditionalCourseOfferings:
Alladditionalclasstitles and dates will be detailedby task ordersas per Section2.0 of the Contractand
shallbe madepart of this Contract by mutuallyexecutedContractAmendment.

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EXHIBIT C
OFFICE OF PROCUREMENT SERVICES CONTRACTOR TRAVEL AND PER DIEM POLICY
1.0 All contract-related travel plans and arrangements shall be prior-approved by the County Contract
Administrator.
2.0 Lodging, per diem and incidental expenses incurred in performance of Maricopa County/Special District
(County)contracts shall be reimbursedbased on currentU.S. General ServicesAdministration(GSA) domestic
per diemrates for Phoenix, Arizona. Contractorsmust access the followinginternetsite to determinerates (no
exceptions):\'V\\'W.2sa.!!O\·
2.I Additional incidental expenses(i.e., telephone,fax, internet and copyingcharges)shall not be reimbursed.
They should be includedin the contractor'shourlyrate as an overheadcharge.
2.2 The County will not (under no circumstances)reimburse for Contractor guest lodging, per diem or
incidentals.
3.0 Commercialair travel shall be reimbursedas follows:
3.1. Coach airfare will be reimbursed by the County. Business class airfare may be allowed only when
preapprovedin writing by the CountyContractAdministratoras a result of the businessneed of the County
whenthere is no lower fare available.
3.2. The lowest direct flight airfare rate from the Contractors assigned duty post (pre-defmed at the time of
contract signing) will be reimbursed. Under no circumstances will the County reimburse for airfares
relatedto transportationto or froman alternatesite.
3.3. The Countywill not (underno circumstances)reimburse for Contractorguestcommercialair travel.
4.0 Rental vehiclesmay only be usedif suchuse wouldresult in an overallreductioninthe total cost of the trip, not
for the personal convenienceof the traveler. Multiplevehicles for the same set of travelers for the same travel
period willnot be permittedwithoutpriorwrittenapprovalby the CountyContractAdministrator.
4.1. Purchase of comprehensiveand collisionliabilityinsurance shall be at the expenseof the contractor. The
County will not reimburse contractorif the contractorchoosesto purchasethese coverage.
4.2. Rental vehicles are restricted to sub-compact, compact or mid-size sedans unless a larger vehicle is
necessary for cost efficiency due to the number of travelers. (NOTE: contractors shall obtain pre-
approval in writing fromthe CountyContractAdministratorprior to rental of a largervehicle.)
4.3. County will reimburse for parking expenses if free, public parking is not available within a reasonable
distance of the place of County business. All opportunitiesmust be exhaustedprior to securingparking
that incurs costs for the County. Opportunitiesto be reviewed are the DASH; shuttles, etc. that can
transportthe contractorto andfromCountybuildingswith minimalcosts.
4.4. County will reimburse for the lowestrate, long-termuncovered(e.g. coveredor enclosedparking will not
be reimbursed)airport parkingonlyif it is lessexpensivethan shuttleserviceto and fromthe airport.
4.5. The County will not (under no circumstances)reimbursethe Contractorfor guestvehiclerental(s) or other
any transportationcosts.
5.0 Contractoris responsible for all costsnot directlyrelatedto the travel exceptthosethat have been pre-approved
by the County Contract Administrator. Thesecosts include(but not limitedto) the following:in-room movies,
valet service, valet parking, laundry service, costs associated with storing luggage at a hotel, fuel costs
associated with non-County activities, tips that exceed the per diem allowance, health club fees, and
entertainmentcosts. Claimsfor unauthorizedtravel expenseswill not be honoredand are not reimbursable.

SERIAL 13058-SS
6.0 Travel and per diem expensesshall be capped at 15%of project price unless otherwise specified in individual
contracts