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1
05/10/2023
LINKING AGREEMENT
BETWEEN
THE CITY OF GLENDALE, ARIZONA
AND
THE S.J. ANDERSON COMPANY
This Linking Agreement (“Agreement”) is entered into as of this day of , 2023, between the
City of Glendale, an Arizona municipal corporation (“City”), and The S.J. Anderson Company, an Arizona
Corporation, authorized to do business in Arizona (“Contractor”), collectively, the “Parties.”
RECITALS
A.
On June 14, 2022, under Gordian, the State of Arizona entered into a contract with Contractor to
purchase the goods and services described in the CTR061840 (“Cooperative Purchasing
Agreement”), which is attached hereto as Exhibit A. The Cooperative Purchasing Agreement
permits its cooperative use by other governmental agencies including the City.
B.
Section 2-149 of the City’s Procurement Code permits the Materials Manager to procure goods and
services by participating with other governmental units in cooperative purchasing agreements when
the best interests of the City would be served.
C.
Section 2-149 also provides that the Materials Manager may enter into such cooperative agreements
without meeting the formal or informal solicitation and bid requirements of Glendale City Code
Sections 2-145 and 2-146.
D.
The City desires to contract with Contractor for supplies or services identical, or nearly identical, to
the supplies or services Contractor is providing other units of government under the Cooperative
Purchasing Agreement. Contractor consents to the City’s utilization of the Cooperative Purchasing
Agreement as the basis of this Agreement, and Contractor desires to enter into this Agreement to
provide the supplies and services set forth in this Agreement.
AGREEMENT
NOW, THEREFORE, in consideration of the foregoing recitals, which are incorporated by reference, and
the covenants and promises contained in this Linking Agreement, the parties agree as follows:
1.
Term of Agreement. The City is purchasing supplies and/or services from Contractor pursuant to
the Cooperative Purchasing Agreement. According to the Cooperative Purchasing Agreement,
purchases can be made by governmental entities from the date of award, which was June 14, 2022,
until the date the contract expires on September 1, 2024, unless the term of the Cooperative
Purchasing Agreement is extended by the mutual agreement of the original contracting parties. The
Cooperative Purchasing Agreement, however, may not be extended beyond September 1, 2024. The
initial period of this Agreement, therefore, is the period from the Effective Date of this Agreement
until September 1, 2024. Glendale renewals are not automatic and shall only occur if the City gives
the Contractor notice of its intent to renew. The City may give the Contractor notice of its intent
to renew this Agreement 30 days prior to the anniversary of the Effective Date to effectuate such
renewal.
2.
Scope of Work; Terms, Conditions, and Specifications.
October
11th
2
05/10/2023
A.
Contractor shall provide City the supplies and/or services identified in the Scope of Work
attached as Exhibit B.
B.
Contractor agrees to comply with all the terms, conditions, and specifications of the
Cooperative Purchasing Agreement. Such terms, conditions and specifications are
specifically incorporated into and are an enforceable part of this Agreement.
3.
Compensation.
A.
City shall pay Contractor compensation at the same rate and on the same schedule as
provided in the Cooperative Purchasing Agreement, which is attached hereto as Exhibit C.
B.
The total purchase price for the supplies and/or services purchased under this Agreement
shall not exceed four hundred sixty-five thousand twenty-seven and 45/100 dollars for the
entire term of the Agreement (initial term plus any renewals).
4.
Cancellation. This Agreement may be cancelled pursuant to A.R.S. § 38-511.
5.
Non-discrimination. Contractor must not discriminate against any employee or applicant for
employment on the basis of race, color, religion, sex, national origin, age, marital status, sexual
orientation, gender identity or expression, genetic characteristics, familial status, U.S. military veteran
status or any disability. Contractor will require any Sub-contractor to be bound to the same
requirements as stated within this section. Contractor, and on behalf of any subcontractors, warrants
compliance with this section.
6.
Insurance Certificate. A certificate of insurance applying to this Agreement must be provided to the
City prior to the Effective Date.
7.
E-verify. Contractor complies with A.R.S. § 23-214 and agrees to comply with the requirements of
A.R.S. § 41-4401.
8.
No Boycott of Israel. To the extent A.R.S § 35-393 through § 35-393.03 are applicable, the parties
hereby certify that they are not currently engaged in and agree for the duration of the Agreement to
not engage in, a boycott of goods or services from Israel, as that term is defined in A.R.S § 35-393.
9.
Uyghur Forced Labor Prevention Act (UFLPA). Contractor certifies that it does not currently, and
during the term of this Agreement, will not use:
a.
the forced labor of ethnic Uyghurs in the People’s Republic of China;
b.
any goods or services produced by the forced labor of ethnic Uyghurs in the People’s
Republic of China; and
c.
any contractors, subcontractors or suppliers that use the forced labor or any goods
or services produced by the forced labor of ethnic Uyghurs in the People’s Republic
of China.
10.
Attestation of PCI Compliance. When applicable, the Contractor will provide the City annually with
a Payment Card Industry Data Security Standard (PCI DSS) attestation of compliance certificate
signed by an officer of Contractor with oversight responsibility.
3
05/10/2023
11.
Notices. Any notices that must be provided under this Agreement shall be sent to the Parties’
respective authorized representatives at the address listed below:
City of Glendale
c/o Matt Smith
City of Glendale
6801 N. Glen Harbor Blvd
Glendale, AZ 85307
And
Scott J. Anderson, President
The S.J. Anderson Company
3514 N. Power Rd, Bldg 5, Ste 129
Mesa, AZ 85215
IN WITNESS WHEREOF, the parties hereto have executed this Agreement as of the date and year set
forth above.
“City”
“Contractor”
City of Glendale, an Arizona
The S.J. Anderson Company,
municipal corporation
an Arizona Corporation
By:
____________________________
By:
____________________________
Kevin R. Phelps
Name: Scott J. Anderson
City Manager
Title: President
ATTEST:
___________________________
Julie K. Bower
(SEAL)
City Clerk
APPROVED AS TO FORM:
___________________________
Michael D. Bailey
City Attorney
LINKING AGREEMENT
BETWEEN
THE CITY OF GLENDALE, ARIZONA
AND
THE S.J. ANDERSON COMPANY
EXHIBIT A
Solicitation Amendment 1
Solicitation No.: BPM004397
Arizona Department of
Administration
Description: General Contractor Job Order
Contracting Statewide
Date 4/18/22
Page
1
General Services Division
1400 W. Washington St., Suite B-200
Phoenix, AZ 85007
Solicitation Amendment No.: 1
Solicitation No: BPM004397
Available online at
APPState.AZ.gov
Solicitation Amendment, page 1 of 1
Pursuant to Instructions to Offerors, Item 2.6., Solicitation Amendments, the above referenced solicitation shall be
amended as follows:
1.
Dates:
a.
Bid Due Date has been corrected in APP to 4/29/2022, 3:00pm (Arizona Time).
2.
Pre-Submittal Meeting
a.
Replay of the Pre-Submittal Meeting can be viewed with this link.
https://drive.google.com/file/d/17xBqqlcF7jK70InUVElR-GbtDk0IIScq/view?usp=sharing
b.
The chat log of the meeting (attached).
c.
Pre-Submittal Sign-In sheet (attached).
d.
State of Arizona’s Pre-Submittal Agenda Presentation (attached).
e.
Gordian’s Pre-Submittal Agenda Presentation (attached).
3.
Solicitation Documents
a.
Add Attachment A Section H Region Selection
ACKNOWLEDGEMENT
ACKNOWLEDGEMENT OF SOLICITATION AMENDMENT SHALL BE DONE ELECTRONICALLY PRIOR TO OFFER
DUE DATE AND TIME. All other all terms, conditions, specifications and amendments to the Solicitation remain
unchanged.
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4/12/2022
1
Arizona Department of Administration (ADOA)
Job Order Contracting (JOC)
Pre-Submittal Conference
BPM004397: General Contractor Job Order Contracting Statewide
BPM004398: Mechanical, Electrical, Plumbing and Fire Alarm Job Order Contracting Statewide
BPM004399: Roofing Job Order Contracting Statewide
April 12, 2022
Pre-Bid Conference Agenda
• Gordian Introductions
• JOC Overview
• JOC Contract Documents
• Solicitation Details
• Considerations
• Review of Key Points
1
2
4/12/2022
2
Gordian Introductions
JOC Overview
• Indefinite delivery/indefinite quantity process (IDIQ)
• Enable contractors to complete a substantial number of
individual projects with a single bid
• Tasks based on competitively-bid, preset prices
• Saves time and money
• Provides transparency and auditability
Definition
Value
3
4
4/12/2022
3
JOC Overview
Why JOC Works for Contractors:
•
Good work is rewarded with more work
•
Profit is a function of volume
•
Volume is driven by performance
•
JOC provides a steady flow of work
•
Win a higher percentage of proposed projects
•
Easier process for project proposals
•
Long-term relationship with the Arizona Department of Administration
•
Good work is rewarded with more work
•
Develop partnership with the ADOA
•
Ability to leverage Subcontractor and Supplier relationships
•
Ability to sell value, not just compete to be the lowest price
JOC Overview
Why JOC Works for Contractors:
•
Reduced Risk
•
Fixed prices
•
Payment for every element of work performed
•
Ability to provide input during scope development
•
Eliminates quibbling over change orders
•
Reduced chance of claims
•
Build bond capacity
•
Larger presence and enhanced reputation in the local community
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6
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JOC Overview: The JOC Process
JOC Contract Documents
The Construction Task Catalog®
• Catalog of Prepriced Construction Tasks
• Organized by Construction Specifications Institute
(CSI)
• Based on Local Labor, Material, & Equipment costs
• The tasks represent the “Scope of Work” for the
contract
7
8
4/12/2022
5
JOC Contract Documents
The Construction Task Catalog®
JOC Contract Documents
The Technical Specifications
• Specifies Quality of Materials and
Workmanship
• Corresponds with Tasks in the Construction
Task Catalog®
9
10
4/12/2022
6
Solicitation Details: Regional Map
Projects may be at any location
within the State of Arizona
Solicitation Details: Adjustment Factors
• The Construction Task Catalog® and Technical Specifications will be made
available to those Offerors selected for the Negotiation Period.
• Invitations will be sent to Contractors selected for Negotiation for a kick-off
meeting.
• The highest-ranking Contractor’s on the final list will provide Adjustment
Factors for each separate region (up to 7 regions) based on the factors
below:
• Types of Adjustment Factors:
• Normal Working Hours, Owner-Funded
• Other Than Normal Working Hours and Secure Locations, Owner-Funded
• Normal Working Hours, Federally-Funded
• Other Than Normal Working Hours and Secure Locations, Federally-Funded
11
12
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7
Solicitation Details: Adjustment Factors
Importance of Adjustment Factors
• Applies to every line item in the CTC
• Used to Price Individual Job Orders
• Price Proposal Total Becomes the Lump Sum Work Order Amount
Solicitation Details: CTC Updates
Annual Update of the Construction Task Catalog®:
•
The unit prices in the Construction Task Catalog® issued as part of the bid documents will be in
effect for the first year of the contract.
•
Approximately thirty (30) days before the anniversary of the effective date of the contract, the Unit
prices in the Construction Task Catalog® will be updated and provided to contractor for review.
•
The updated unit prices will take effect on the anniversary date of the contract. The updated unit
prices will be effective for one year and will only be used for Job Orders issued during that year.
•
The adjustment factors bid will remain in effect for the duration of the contract.
•
The contractor shall use the Construction Task Catalog® in effect on the date the price proposal is
due.
•
The contractor cannot delay submitting a price proposal to take advantage of a scheduled unit
price update of the Construction Task Catalog®. In that event, the contractor shall use the unit
prices in the Construction Task Catalog® that would have been in effect without the delay.
13
14
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8
Solicitation Details: eGordian/ezIQC
Internet Based Software
Provided with Contract
• eGordian® Software Expedites
the Job Order Process
• Price Proposals
• Subcontractor Lists
• Tracking Dates
• Required Job Order Forms
• Training provided
Considerations
Contractors Should Expect To:
•
Prepare Incidental Drawings or Sketches for some projects
•
Justify quantity calculations
•
Explain Detailed Scope of Work
•
Prepare Proposals for some projects that might be canceled
•
Have some margins on CTC Tasks vary
•
Have some Projects that are more profitable than others
•
Maintain a Fully Functioning Local Office
•
Have every proposal reviewed for accuracy
15
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9
Review of Key Points
• Focus on total potential value of contract
• Contractor performance drives volume
• Ability to provide high-quality service and supervision
• Submit accurate and timely price proposals
• Keep project sites clean and safe
• Cooperate, coordinate, collaborate, and communicate
• Anticipate potential problems and find ways to avoid them
• On time completion and close-out
17
Solicitation Amendment 2
Solicitation No.: BPM004397
Arizona Department of
Administration
Description: General Contractor Job Order
Contracting Statewide
Date 4/22/22
Page
1
General Services Division
1400 W. Washington St., Suite B-200
Phoenix, AZ 85007
Solicitation Amendment No.: 2
Solicitation No: BPM004397
Available online at
APPState.AZ.gov
Solicitation Amendment, page 1 of 1
Pursuant to Instructions to Offerors, Item 2.6., Solicitation Amendments, the above referenced solicitation shall be
amended as follows:
1. Dates:
a. Bid Due Date is now May 6, 2022 at 3:00PM (Arizona Time)
b. Question Cuttoff Date is now April 29, 2022 at 5:00PM (Arizona Time)
ACKNOWLEDGEMENT
ACKNOWLEDGEMENT OF SOLICITATION AMENDMENT SHALL BE DONE ELECTRONICALLY PRIOR TO OFFER
DUE DATE AND TIME. All other all terms, conditions, specifications and amendments to the Solicitation remain
unchanged.
Solicitation Amendment 3
Solicitation No.: BPM004397
Arizona Department of
Administration
Description: General Contractor Job Order
Contracting Statewide
Date 4/29/22
Page
1
General Services Division
1400 W. Washington St., Suite B-200
Phoenix, AZ 85007
Solicitation Amendment No.: 3
Solicitation No: BPM004397
Available online at
APPState.AZ.gov
Solicitation Amendment, page 1 of 1
Pursuant to Instructions to Offerors, Item 2.6., Solicitation Amendments, the above referenced solicitation shall be
amended as follows:
1. Solicitation Documents
a. REMOVE: BPM004397 RFQual GC JOC
REPLACE: BPM004397 RFQual GC JOC 4-29-22
i. Instructions to Offerors Section 4.9-A Required Documents:
Added: Section H-Region Selection
ii. Scope of Work Section 8.0:
Changed from five (5) days to (3) days.
iii. Instructions to Offerors Section 4.9-A Required Documents:
Added: Section H-Region Selection
b. REMOVE: Exhibit II ADOA JOC Manual
REPLACE: Exhibit II ADOA JOC Manual Rev1
c. REMOVE: ATTACHMENT A SECTION D SAMPLE PROJECTS
REPLACE: ATTACHMENT A SECTION D SAMPLE PROJECTS 4-29-22
Removed references to Yuma in section 4.
2. Dates
a. Questions Due Date is extended to May 3, 2022 5:00PM (Arizona Time)
b. Bid Due Date remains May 6, 2022 3:00PM (Arizona Time)
3. Question Log (Attached)
ACKNOWLEDGEMENT
ACKNOWLEDGEMENT OF SOLICITATION AMENDMENT SHALL BE DONE ELECTRONICALLY PRIOR TO OFFER
DUE DATE AND TIME. All other all terms, conditions, specifications and amendments to the Solicitation remain
unchanged.
Solicitation Amendment 4
Solicitation No.: BPM004397
Arizona Department of
Administration
Description: General Contractor Job Order
Contracting Statewide
Date 5/4/2022
Page
1
General Services Division
1400 W. Washington St., Suite B-200
Phoenix, AZ 85007
Solicitation Amendment No.: 4
Solicitation No: BPM004397
Available online at
APPState.AZ.gov
Solicitation Amendment, page 1 of 1
Pursuant to Instructions to Offerors, Item 2.6., Solicitation Amendments, the above referenced solicitation shall be
amended as follows:
1. Dates
a. Questions Due Date is extended to June 10, 2022 5:00PM (Arizona Time)
b. Bid Due Date remains June 17, 2022 3:00PM (Arizona Time)
ACKNOWLEDGEMENT
ACKNOWLEDGEMENT OF SOLICITATION AMENDMENT SHALL BE DONE ELECTRONICALLY PRIOR TO OFFER
DUE DATE AND TIME. All other all terms, conditions, specifications and amendments to the Solicitation remain
unchanged.
Solicitation Amendment 5
Solicitation No.: BPM004397
Arizona Department of
Administration
Description: General Contractor Job Order
Contracting Statewide
Date 5/23/2022
Page
1
General Services Division
1400 W. Washington St., Suite B-200
Phoenix, AZ 85007
Solicitation Amendment No.: 5
Solicitation No: BPM004397
Available online at
APPState.AZ.gov
Solicitation Amendment, page 1 of 2
Pursuant to Instructions to Offerors, Item 2.6., Solicitation Amendments, the above referenced solicitation shall be
amended as follows:
1. Attachments:
a. Remove - Exhibit II ADOA JOC Manual REV1
Replace with - Exhibit II ADOA JOC Manual REV2
ATTENTION: Part of APP’s functionality is whenever an amendment is posted, APP moves the solicitation
into a new “Round”. If you have submitted your Statement of Qualifications in a previous round, YOU
MUST RE-SUBMIT IN THE CURRENT ROUND.
Any SOQ’s submitted in a previous round will not be valid and are unacceptable to review.
All dates and times remain the same.
Solicitation Amendment 5
Solicitation No.: BPM004397
Arizona Department of
Administration
Description: General Contractor Job Order
Contracting Statewide
Date 5/23/2022
Page
1
General Services Division
1400 W. Washington St., Suite B-200
Phoenix, AZ 85007
Solicitation Amendment No.: 5
Solicitation No: BPM004397
Available online at
APPState.AZ.gov
Solicitation Amendment, page 2 of 2
ACKNOWLEDGEMENT
ACKNOWLEDGEMENT OF SOLICITATION AMENDMENT SHALL BE DONE ELECTRONICALLY PRIOR TO OFFER
DUE DATE AND TIME. All other all terms, conditions, specifications and amendments to the Solicitation remain
unchanged.
LINKING AGREEMENT
BETWEEN
THE CITY OF GLENDALE, ARIZONA
AND
THE S.J. ANDERSON COMPANY
EXHIBIT B
Scope of Work
LINKING AGREEMENT
BETWEEN THE CITY OF GLENDALE, ARIZONA
AND THE S.J. ANDERSON COMPANY
EXHIBIT C
NOT TO EXCEED AMOUNT
The total amount of compensation paid to Contractor for full completion of all work required by the
Project must not exceed $465,027.45 for the entire term of the Agreement.
DETAILED PROJECT COMPENSATION