Linking Agreement with West Yost & Associates

City of Glendale — Regular Meeting (2024-05-14)

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1 
10/05/2023 
LINKING AGREEMENT 
BETWEEN 
THE CITY OF GLENDALE, ARIZONA 
AND 
WEST YOST & ASSOCIATES, INC. 
 
This Linking Agreement (“Agreement”) is entered into as of this       day of      , 2024, between the 
City of Glendale, an Arizona municipal corporation (“City”), and West Yost & Associates, Inc., a California 
Corporation, authorized to do business in Arizona (“Contractor”), collectively, the “Parties.” 
 
RECITALS 
  
A. 
On April 21, 2023, City of Tempe, a member of the S.A.V.E Cooperative Purchasing Agreement,  
entered into a contract with Contractor to purchase the goods and services described in Program 
Management and Implementation Services to Operationize SCADA Master Plan, Contract No.  
T23-107-01 (“Cooperative Agreement”), which is attached hereto as Exhibit A.  The Cooperative 
Agreement allows 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 wishes to contract with Contractor for supplies or services identical to those being provided 
to other units of government under the Cooperative Agreement.  Contractor consents to the City’s 
cooperative use of the terms and conditions of the Cooperative Agreement, and agrees to provide 
the supplies and services set forth in the Statement of Work appended hereto as Exhibit B. 
 
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.   
 
A. 
As provided in the Cooperative Agreement, purchases can be made by governmental entities 
from the date of award, which was April 21, 2023, until the date the contract terminates on 
April 20, 2025, unless the term is extended by mutual agreement of the parties to the 
Cooperative Agreement.    
 
B. 
The City may extend the term of this Agreement up to one 1-year term. if the Cooperative 
Agreement is likewise extended and the City gives the Contractor notice that it is exercising 
its option to extend this Agreement at least 30 days prior to the anniversary of the Effective 
Date. Glendale extensions are not automatic and shall only occur if the City affirmatively 
exercises its right to extend this Agreement.

2 
10/05/2023 
Glendale extensions are not automatic and shall only occur if the City affirmatively exercises 
its right to extend this Agreement.   
2.
Scope of Work; Terms, Conditions, and Specifications.
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 Eight hundred thousand  dollars ($800,000) for the entire term of the
Agreement (initial term plus any extensions).
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.

LINKING AGREEMENT 
BETWEEN 
THE CITY OF GLENDALE, ARIZONA 
AND 
WEST YOST & ASSOCIATES, INC. 
EXHIBIT A 
PROGRAM MANAGEMENT AND IMPLEMENTATION SERVICES TO OPERATIONIZE 
SCADA MASTER

REQUEST FOR PROPOSAL 
 
 
RFP# 23-107 
Program Management and Implementation Services  
to Operationalize SCADA Master Plan  
 
 
RFP ISSUE DATE: 
December 2, 2022  
 
 
DEADLINE FOR INQUIRIES/QUESTIONS: 
December 16, 2022, AT 5:00 P.M. LOCAL ARIZONA TIME 
 
 
RFP DUE DATE AND TIME: 
December 29, 2022, 3:00 P.M. LOCAL ARIZONA TIME 
 
 
ALL INQUIRIES MUST BE DIRECTED TO: 
Michael Greene, C.P.M.  
EMAIL: Michael_Greene@tempe.gov  
PHONE: 480-350-8516 
 
 
SUBMITTAL LOCATION:     Submit electronic proposals to Bids@tempe.gov  
 
 
 
 
No hard copy proposals will be accepted at this time.

Table of Contents 
General Instructions .......................................................................................................................................... 3 
Standard Terms and Conditions ........................................................................................................................ 8 
Special Terms & Conditions and Instructions ................................................................................................... 17 
Scope of Work ................................................................................................................................................. 21 
Proposal Questionnaire ................................................................................................................................... 24 
Evaluation Criteria ........................................................................................................................................... 27 
Pricing Section ................................................................................................................................................ 29 
Vendor’s Offer ................................................................................................................................................. 32 
Anti-Discrimination Policy ................................................................................................................................ 33 
Affidavit of Compliance with House Bill 2488 ................................................................................................... 35 
Supplier Sustainability Questionnaire .............................................................................................................. 36 
Checklist for Submittal ..................................................................................................................................... 38 
Attachment A ................................................................................................................................................... 39 
Attachment B ................................................................................................................................................... 40

General Instructions 
 
RFP# 23-107 Program Management and Implementation Services to Operationalize SCADA Master Plan 
 
3 | Page 
 
General Instructions 
Failure to follow these instructions may result in rejection of proposal for non-responsiveness or cancellation of any 
Contract awarded. 
 
1. 
Preparation of Proposal: 
A. 
Proposals shall be submitted to the City of Tempe (“City”) in the sequence specified herein, on the forms 
attached hereto, including Vendor’s Offer. 
 
B. 
All proposals shall be submitted on the forms provided in this Request for Proposal, signed by an 
authorized signer and returned with the proposal response to the City.   
 
C. 
Completed and signed proposal forms for offer, acceptance and any solicitation addendums shall be 
signed by an authorized individual.  Such proposal constitutes an irrevocable Offer to sell the good and/or 
service specified herein.  Offeror shall submit all additional data, documentation, or information as 
requested by the City, signifying its intent to be bound by the terms of the Request for Proposal. 
 
D. 
Negligence in preparation of a proposal confers no right of withdrawal.  Offeror is solely responsible for 
seeking clarification of any requirement and presenting accurate information in the proposal response.  
The City shall not reimburse any costs for a proposal, or its submission, presentation or withdrawal, for 
any reason.  Failure to read, examine and understand the Solicitation and any of its addenda will not 
excuse any failure to comply with the requirements of the Solicitation or any resulting contract, nor shall 
such failure be a basis for claiming additional compensation.  
 
E. 
Offeror shall identify each subcontractor to be utilized in the services and/or work set forth herein, if 
applicable. 
 
2. 
Definitions:  For purposes of this Request for Proposal and resultant Contract, the following definitions apply: 
 
A. 
“City” means the municipal corporation of the City of Tempe, Arizona. 
 
B. 
“Code Governance” means unless otherwise specified herein, the provisions of the Tempe City Code, 
Chapter 26A shall apply and govern this Request for Proposal. 
 
C. 
 “Contract” means the agreement for the procurement of goods, equipment, materials, software, 
maintenance, contracted services, professional services, or concessions.   
 
D. 
“Contractor” means an Offeror responding to a Request for Proposal who has been awarded a Contract 
with the City. 
 
E. 
“Offer” means a written offer to furnish goods, equipment, materials, software, maintenance, contracted 
services, professional services, or concessions to the City, in conformity with the standards, 
specifications, delivery terms and conditions, and all other requirements established in a competitive 
solicitation. 
 
F. 
“Offeror” means a business, entity or person who submits an Offer in response to a competitive 
solicitation. 
 
G. 
“Public Record” means proposals and all other documents submitted in response to this solicitation shall 
become the property of the City and shall be a matter of public record available for review following the 
Contract award. 
 
H. 
“Purchase Order” means a document issued by the Procurement Office directing the Contractor to deliver 
the goods, equipment, materials, software, maintenance, contracted services, professional services or 
concessions.  to the City. 
 
I. 
“Request for Proposal” means a competitive solicitation

General Instructions 
 
RFP# 23-107 Program Management and Implementation Services to Operationalize SCADA Master Plan 
 
4 | Page 
 
 
J. 
n issued by the City for the procurement of goods, equipment, materials, software, maintenance, 
contracted services, professional services or concessions. 
   
3. 
Late, Unsigned and/or Incomplete Proposal:  A late, unsigned and/or materially incomplete proposal will be 
considered nonresponsive and rejected.   
 
4. 
Inquiries:  Questions regarding this Request for Proposal shall be directed to the Procurement Officer identified 
on the cover page of this document, unless another City contact is specifically named.  Inquiries shall be 
submitted in writing (preferably via e-mail), identifying the appropriate Request for Proposal’s number, page and 
paragraph at issue.  PLEASE NOTE: Offeror must not place the Request for Proposal’s number on the outside of 
an envelope containing questions.  Oral responses provided by the City shall have no binding effect or legal 
effect.  Inquiries should be submitted within the designated timeframe noted on the front page of the solicitation.    
Those questions received after the designated date may   be considered at the sole discretion of the Procurement 
Officer.  The City reserves the right to contact Offerors to obtain additional information for use in evaluating 
proposal and solicitation requirements. 
 
5. 
Proposal Conference:  If a proposal conference is scheduled, Offerors are strongly encouraged to attend to 
seek clarification on any aspects of the documents that are not clear or questions that might pertain the 
specifications or scope of work published.  There are times when attendance at a proposal conference is 
mandatory and those conferences shall be specially noted when applicable.   
 
6. 
Withdrawal of Proposal:  At any time before the specified proposal due date and time, an Offeror may withdraw 
its proposal by way of written correspondence from the Offeror or its authorized representative. 
 
7. 
Proposal Addenda:  Receipt and acceptance of a Request for Proposal addendum shall be acknowledged by 
signing and returning the document either with the vendor’s proposal response or by separate envelope prior to 
proposal due date/time.  Failure to sign and return an addendum prior to the proposal due date/time may result in 
the proposal being considered nonresponsive to that portion of the Request for Proposal and may result in 
rejection.  For all addenda published, the City will send electronic notification to those companies who have 
downloaded the solicitation from the City’s web site.  If a company receives the solicitation via a third- party plan 
holder organization, it will be the responsibility of the company to download the solicitation from the City’s web site 
to ensure that their company is included on any forthcoming addenda notification.     
 
8. 
Compliance with City Solicitation Requirements:  Unless stated otherwise in this Request for Proposal, the 
City reserves the right to award by individual line item, by group of items, or as a total at the City’s discretion.  The 
City expressly reserves the right to waive any immaterial defect or informality, or reject any or all proposals, or 
portions thereof, or reissue this Request for Proposal. 
 
9. 
Compliance of Proposal Offeror/Contractor Forms:  Any documents or forms (including separate Contract, 
maintenance agreement or training agreement) intended by the Offeror to be utilized in any resulting Contract, 
must be submitted with proposal.  Any documents inconsistent with or taking exception to the terms, conditions, 
specifications and/or other requirements stated within this Request for Proposal may cause the proposal to be 
considered as nonresponsive and rejected.  No documents will be considered unless submitted with vendor’s 
proposal Offer and approved by the Procurement Office. 
 
10. 
Responsiveness to Specifications:  Performance or feature requirements which are designated as mandatory 
or minimums are needed in order to satisfy an identified task or performance need.  A description is given for 
each designated feature.  This description shall be used to determine if the Offeror's proposed product(s) and/or 
service(s) is/are capable of performing the function(s) specified in the Request for Proposal. 
 
It is recognized that more than one method may be used to accomplish the sought-after task functionality.   
If Offeror has an alternate method of performing functional tasks, then Offeror shall list such method as an 
"alternate" and described in full detail within the proposal.  The City shall be the sole judge as to whether any 
alternate methodology will be accepted.

General Instructions 
 
RFP# 23-107 Program Management and Implementation Services to Operationalize SCADA Master Plan 
 
5 | Page 
 
 
"Must", "shall", "will", "minimum", "required" and/or "mandatory" performance/feature statements must be met or 
exceeded by the Offeror.  Should no Offeror be found responsive to all designated Request for Proposal 
requirements, the City at its option, may either award the Contract to the most responsive Offeror or cancel the 
Request for Proposal and issue another Request for Proposal for the need under revised specifications. 
 
11. 
Questionnaire:  Offeror must complete the Questionnaire portion of this Request for Proposal and provide any 
documentation required to support the answers.  Questionnaire items, which are designated as mandatory, are 
needed to satisfy a required task or performance criteria.  Items, which may be listed as desirable, are not 
required to be responsive to the Request for Proposal and will be relatively evaluated against other proposals in 
making a final award decision. 
 
 
If supporting documentation is required, Offeror shall provide the documentation in the sequence set forth in the 
Request for Proposal and ensure all technical literature and/or narrative explanations fully address the specifics of 
the question.  Vague or disorganized responses that do not allow sufficient information for evaluation purposes 
may result in rejection of a proposal. 
 
12. 
Clarifications and Negotiations with Offerors and Revisions to Proposal:  Clarifications may be made with 
any submitting firm at any time during the evaluation phase of this procurement.  Clarifications are not 
negotiations and may be utilized by the City to ensure thorough and complete understanding of, and 
responsiveness to, the solicitation requirements.  Negotiations may be conducted with responsible Offerors who 
submit proposals determined to be reasonably susceptible of being selected for award.  The purpose of 
negotiations is to allow the City and the Offeror(s) to revise initial Offers through an exchange or series of 
exchanges.  Should the City elect to call for best and final offers, Offerors shall be accorded fair and equal 
treatment with respect to any opportunity for negotiations and revision of proposals, and such revisions may be 
permitted after submissions and prior to award. In conducting clarifications and negotiations there shall be no 
disclosure of any information derived from proposals submitted by competing Offerors.  The purposes of such 
negotiations shall include but not be limited to: 
 
A. 
Determine in greater detail such Offeror's qualifications; 
 
B. 
Explore with the Offeror the scope and nature of the project, the Offeror's proposed method of 
performance, and the relative utility of alternate methods of approach; 
 
C. 
Determine that the Offeror will make available the necessary personnel and facilities to perform within the 
required time; and 
 
 
D. 
Agree upon compensation which is fair and reasonable, taking into account the estimated value of the 
required services, and the scope, complexity and nature of such services. 
 
13. 
Proposal Opening:  Proposals shall be opened at the time and place designated on the cover page of this 
Request for Proposals.  The name of each Offeror and the identity of the Request for Proposal for which the 
proposal was submitted shall be publicly read and recorded in the presence of witnesses.  Proposals, 
modifications and all other information received in response to this Request for Proposal shall be shown only to 
City personnel having a legitimate interest in its evaluation.  Prices shall not be read.  After Contract award, the 
proposals and the evaluation documentation shall be open for public inspection, except where the City has 
determined that specific portions of the proposal are confidential. 
 
14. 
Technical Proposal Opening:  Technical proposals (as received in step one of a two-step bidding process) shall 
be opened at the time and place designated on the cover page of this document.  The name of each Offeror and 
the identity of the Request for Proposal for which the proposal was submitted shall be publicly read and recorded 
in the presence of witnesses.  Proposals, modifications and all other information received in response to this 
Request for Proposal shall be shown only to City personnel having a legitimate interest in the evaluation.  
Evaluation documentation to substantiate technical proposal selection(s) shall be open for public inspection. 
 
15. 
Proposal Evaluation and Award:  The City shall determine whether a proposal meets the specifications and 
requirements of this Request for Proposal, at its sole discretion, and reject any proposals not meeting the intent or 
requirements set forth herein.  Award(s) shall be made to the responsible Offeror whose proposal is determined in

General Instructions 
 
RFP# 23-107 Program Management and Implementation Services to Operationalize SCADA Master Plan 
 
6 | Page 
 
writing to be the most advantageous to the City, taking into consideration the evaluation factors set forth in the 
Request for Proposal.  The City shall be the sole judge as to the acceptability of the products and/or services 
offered.  The City reserves the right to reject any and all proposals. 
 
16. 
Award of Contract:  A proposal shall constitute a binding Offer to Contract with the City based on the terms, 
conditions and specifications contained in this Request for Proposal.  An Offeror shall become a Contractor only 
upon execution of a formal Contract from the Procurement Office. Unless this Request for Proposal includes 
separate Contract document(s) or requires the Offeror to submit a Contract for review, a Contract shall be formed 
when the Procurement Office provides a written notice of award or a purchase order to the successful Offeror.  All 
terms and conditions of the Contract are contained herein, unless modified by an amendment approved by the 
City.  Proposals that take exception to the terms, conditions, specifications and/or other requirements stated 
within this Request for Proposal may cause the vendor’s Offer to be considered non-responsive and rejected.  
Exceptions will be evaluated on an individual basis to determine compliance with the purpose and intent of the 
terms and conditions stated within this solicitation.  The City shall be the sole judge as to whether an exception 
complies with the general purpose and intent of any term, condition and/or specification set forth herein. 
 
17. 
Proposal Results: Offerors may attend the scheduled proposal opening at which the name of each 
Offeror will be publicly read.  All other information contained in the proposals shall be kept confidential  
until the Contract is awarded.  After award of Contract, an appointment may be made with the Procurement  
Officer to review proposal documents. Formal Contract award results shall be placed on the Procurement Office 
web page (www.tempe.gov/procurement) and posted at the front counter of the Procurement Office at the time  
the Contract award is approved by the City Council.   Award recommendations may also be viewed via the 
 City Clerk’s web site normally up to five (5) days prior to the scheduled City Council meeting by visiting 
(http://documents.tempe.gov/sirepub/?sort=meet_date .  
  
18. 
Protests:  Any actual or prospective Offeror who is aggrieved in conjunction with this Request for Proposal or 
award may protest the award to the Procurement Office.  A protest based upon alleged improprieties in this 
Request for Proposal that are apparent before the proposal opening shall be filed prior to the proposal due 
date/time.  A protest concerning an award recommendation must be filed within ten (10) business days after the 
date of award. Up to five (5) days before award of a contract, the Procurement Office will post award 
recommendations on the City Clerks website at (http://documents.tempe.gov/sirepub/?sort=meet_date)  and at 
the Procurement Office front counter and web site for public review (www.tempe.gov/procurement).  A protest 
shall be in writing and include the protester’s name, address and phone number, identification of the solicitation or 
Contract being protested, a detailed statement of the legal and factual grounds of the protest, including copies of 
all relevant documents and the form of relief requested.  A protest is to be on the protester’s company letterhead 
and signed by the protestor or its authorized representative. 
 
19. 
Delivery:  All materials, equipment and/or products shall be delivered F.O.B. Destination to the City of Tempe Per 
the location identified in the solicitation.     
 
20. 
Tax:  Unless specified herein, sales, use or federal excise tax shall not be included in proposal pricing.  The City 
is exempt from payment of federal excise tax.  For proposal evaluation, transaction (sales) privilege tax paid to 
the City of Tempe (1.8%) is considered a pass-through cost, calculated as zero ($0) expense when comparing 
pricing among competing companies that are not located in Tempe.  For information on privilege (sales) tax, 
please contact the City's Tax and License Office at (480) 350-2955 or visit their web site at salestax@tempe.gov 
 
21. 
Payment:  For a single requirement purchase, the City will endeavor to remit payment within thirty (30) calendar 
days from receipt and approval of acceptable products, materials and/or services and approval of correct invoice.  
For ongoing term Contract purchases, the City will endeavor to remit payment within thirty (30) calendar days 
from approval of invoice.    
 
22. 
Discounts:  Payment discounts periods shall be computed from the date of receipt of acceptable products, 
materials and/or services or correct invoice, whichever is later to the date payment is mailed. Discounts shall be 
taken on the full amount of the invoice, unless otherwise indicated.  The City shall be entitled to receive any 
discounts offered by Offeror, if payment is made within the discount period.

General Instructions 
 
RFP# 23-107 Program Management and Implementation Services to Operationalize SCADA Master Plan 
 
7 | Page 
 
23. 
Payment by City Procurement Card:  The Procurement Office may elect to remit payment through the use of a 
City procurement card.  Each Offeror may indicate on the Vendor’s Offer Page in this Request for Proposal its 
ability to accept City procurement card payments.  The inability to accept payment by City procurement card will 
not disqualify a proposal. 
24. 
Code Governance:  Unless otherwise specified herein, the provisions of the Tempe City Code, Chapter 26A 
shall apply and govern this Request for Proposal. 
   
25. 
Public Record:  Proposals and all other documents submitted in response to this solicitation shall become the 
property of the City and shall be a matter of Public Record available for review following the Contract award.  
Material portions of the recommended Offer(s) as determined by the City may be posted to the City’s web site up 
to five (5) days prior to the City Council meeting.   
 
26. 
Late Responses:  The Offeror assumes responsibility for having the Proposal submitted on time via e-mail to the 
address shown on the front page of this RFP.  Any Offers received after the Solicitation Due Date and Time shall 
not be considered and will be returned to the Offeror.  The Offeror assumes the risk of any delay in the electronic 
processing of the supplier’s e-mail through both parties (Supplier and City) networks.  Offerors must allow 
adequate time to ensure that the e-mail is timely received by the City at the designated e-mail address.  All times 
referenced are Tempe, Arizona local times.  Respondents agree to accept the time and date that is recorded on 
the received e-mail as the official time.   Any e-mail submissions that are timed at 3:01 or later on the schedule 
due date will be considered late and not considered.  It is critical to not wait until the last minute to press the 
send button for your submittal 
 
27. 
Copying Responses:  The Offeror hereby grants the City permission to copy all parts of its Offer including, 
without limitation, any documents and/or materials copyrighted by the Offeror.  The City’s right to copy shall be for 
internal use in the evaluating the Offers.     
 
28. 
Confidential Information and Public Record: After award of a Contract, proposals shall be available for public 
inspection, except to the extent that the withholding of information is required or permitted by law.  Pursuant to 
A.R.S. § 35-214, and 41-1330 et seq., all records relating to the Request for Proposal and Contract shall be 
subject to inspection at all reasonable times by the City for five (5) years after completion of the Contract.  Such 
records shall be produced by Bidder or Contractor at the time and place designated by the City. 
 
A. 
If a person believes that an offer or specification contains information that should be withheld as 
confidential, a statement advising the procurement officer of this fact shall accompany the submission 
and the information shall be so identified wherever it appears.  A general statement of confidentiality that 
is not appropriately referenced to a specific section of the RFP will not be sufficient to warrant protection 
by the City.  The confidential portion of the submission must be clearly noted with accompanying 
justification for treating the section confidential.  Failure of the vendor to appropriately designate 
confidential information in this manner will relieve the City of any obligation to protect this information as 
confidential.   
 
B. 
The information identified by the person as confidential shall not be disclosed until the Procurement Office 
makes a written determination pursuant to A.R.S. § 121, et seq. 
 
C. 
If the City determines to disclose the information, the Offeror shall be informed in writing of such 
determination.  Notwithstanding the foregoing, following an award of Contract, all proposal response 
information shall be available for public inspection.

Standard Terms and Conditions 
 
RFP# 23-107 Program Management and Implementation Services to Operationalize SCADA Master Plan 
 
8 | Page 
 
Standard Terms and Conditions 
Please note that these Standard Terms & Conditions shall be fully complied with by Offeror. Failure to comply with 
these requirements may result in rejection of a proposal for non-responsiveness, or cancellation or termination of any 
awarded Contract. 
 
1. 
Applicable Law:  This Contract shall be governed by, and the City and Contractor shall have all remedies 
afforded each by the Uniform Commercial Code as adopted in the State of Arizona, except as otherwise 
provided in this Request for Proposal and resultant Contract, and all statutes, or ordinances pertaining 
specifically to the City.  This Contract shall be governed by State of Arizona law and suits pertaining to this 
Contract may only be brought in courts located in Maricopa County, Arizona. 
 
2. 
Arizona Climate Action Compliance:  Offeror shall comply with all applicable standards, laws, rules, orders 
and regulations issued pursuant to A.R.S. §49-101, et seq., including but not limited to, Arizona Executive 
Orders Nos. 2006-13, 2005-02, and 2010-14 with regard to reducing GHG emissions, increasing energy 
efficiency, conserving natural resources and developing renewable energy sources. 
 
3. 
Availability of Funds for the Next Fiscal Year:  The City's obligation for performance of the Contract is 
contingent upon the availability of City, state and federal funds that are allocated or appropriated for payment 
obligations of the Contract.  If funds are not allocated by the City or available for the continued use or purchase 
of services, work and/or materials set forth herein, the City may terminate the Contract.  The City will use 
reasonable efforts to notify Contractor of such non-allocation affecting the obligations of the Contractor and/or 
City.  The City shall not be penalized or adversely affected for exercise of its termination rights.  Further, the 
City shall in no way be obligated or liable for additional payments or other damages as a result of such 
termination.  No legal liability on the part of the City for any payment may arise for performance under this 
Contract. 
 
4. 
Certification:  By signing the “Vendor’s Offer”, the Offeror certifies: 
 
A. 
The submission of the vendor’s proposal Offer response did not involve collusion or other anti-
competitive practices. 
 
B. 
Offeror agrees that it will comply with section 2-603(5) of the Tempe City Code (“TCC”), and will not 
refuse to hire or employ or bar or discharge from employment any person or discriminate against such 
person in compensation, conditions, or privileges of employment because of race, color, gender, 
gender identity, sexual orientation, religion, national origin, familial status, age, disability, or United 
States military veteran status.  Offeror further agrees to provide a copy of its antidiscrimination policy to 
the Procurement Officer to demonstrate compliance with TCC section 2-603(5) or attest in writing to its 
compliance in accordance with the attached Affidavit of Compliance.   
 
C. 
Offeror has not given, offered to give, nor intends to give at any time hereafter any economic 
opportunity, future employment, gift, loan, gratuity, special discount, trip, favor, or service to a public 
servant in connection with the submitted Offer.  Failure to sign the “Vendor’s Offer” or signing it with a 
false statement shall void the submitted proposal and any resulting Contract.  In addition, the Offeror 
may be barred from future proposal and bidding participation with the City and may be subject to such 
further actions as permitted by law. 
 
D. 
The Offeror agrees to promote and offer to the City only those materials and/or services as stated and 
allowed by this Request for Proposal and resultant Contract award.  Violation of this condition shall be 
grounds for Contract termination by the City. 
 
E. 
The Offeror expressly warrants that it has and will continue to comply in all respects with Arizona law 
concerning employment practices and working conditions, pursuant to A.R.S. § 23-211, et seq., and all 
laws, regulations, requirements and duties relating thereto.  Offeror further warrants that to the extent 
permitted by law, it will fully indemnify the City for any and all losses arising from or relating to any 
violation thereof.

Standard Terms and Conditions 
 
RFP# 23-107 Program Management and Implementation Services to Operationalize SCADA Master Plan 
 
9 | Page 
 
F. 
Contractor agrees and covenants that it will comply with any and all applicable governmental restrictions, 
regulations and rules of duly constituted authorities having jurisdiction insofar as the performance of the 
work and services pursuant to the Contract, and all applicable safety and employment laws, rules and 
regulations, including but not limited to, the Fair Labor Standards Act, the Walsh-Healey Act, and the 
Legal Arizona Workers Act (LAWA), and all amendments thereto, along with all attendant laws, rules and 
regulations.  Contractor acknowledges that a breach of this warranty is a material breach of this Contract 
and Contractor is subject to penalties for violation(s) of this provision, including termination of this 
Contract.   City retains the right to inspect the documents of any and all contractors, subcontractors and 
sub-subcontractors performing work and/or services relating to the Contract to ensure compliance with 
this warranty.  Any and all costs associated with City inspection are the sole responsibility of Contractor.  
Contractor hereby agrees to indemnify, defend and hold City harmless for, from and against all losses 
and liabilities arising from any and all violations thereof.   
 
G. 
If Contractor engages in for-profit activity and has 10 or more employees, and if this Agreement has a 
value of $100,000 or more, Contractor certifies it is not currently engaged in, and agrees for the duration 
of this Agreement to not engage in, a boycott of goods or services from Israel. This certification does not 
apply to a boycott prohibited by 50 U.S.C. § 4842 or a regulation issued pursuant to 50 U.S.C. § 
4842.  Unless and until the U.S. District Court, District of Arizona’s injunction is lifted, A.R.S. § 35-393.01 
is unenforceable. 
 
H. 
Compliance with A.R.S. § 35-394.  Contractor hereby certifies that it does not currently, and agrees for 
the duration of this Agreement, that Contractor will not, use: 1. The forced labor of ethnic Uyghurs in the 
People’s Republic of China; 2. Any goods or services produced by the forced labor of ethnic Uyghurs in 
the People’s Republic of China; or 3. 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.  Contractor hereby agrees to indemnify and hold harmless the Customer, its officials, 
employees, and agents from any claims or causes of action relating to the Customer’s action based 
upon reliance upon this representation, including the payment of all costs and attorney fees incurred by 
the Customer in defending such as action. Curing the term of agreement, Contractor shall alert the City 
within 5 days after becoming aware of its noncompliance with this statute and cure any noncompliance 
within 180 days after initial notification of noncompliance.  Failure to cure in accordance with the 
provisions of this statute shall result in contract termination.   
 
5. 
Commencement of Work:  Contractor is cautioned not to commence any work or provide any materials or 
services under the Contract until and unless Contractor receives a purchase order, Notice to Proceed, or is 
otherwise directed in writing to do so, by the City. 
 
6. 
Confidentiality of Records:  The Contractor shall establish and maintain procedures and controls that are 
acceptable to the City for the purpose of assuring that no information contained in its records or obtained from 
the City or from others in carrying out its functions under the Contract shall be used by or disclosed by it, its 
agents, officers, or employees, except as required to efficiently perform duties under the Contract.  Persons 
requesting such information should be referred to the City.  Contractor also agrees that any information 
pertaining to individual persons shall not be divulged other than to employees or officers of Contractor as needed 
for the performance of duties under the Contract, unless otherwise agreed to in writing by the City. 
 
7. 
Termination for Conflict of Interest:  This Contract is subject to the cancellation provisions of A.R.S. § 38-511. 
The City may cancel this Contract within three (3) years after its execution, without penalty or further obligation, if 
any person significantly involved in initiating, securing, drafting, or creating the Contract for the City becomes an 
employee or agent of the Contractor.   
 
8. 
Contract Formation:  This Contract shall consist of this Request for Proposal and the vendor’s proposal Offer 
submitted, as may be found responsive and approved by the City.  In the event of a conflict in language between 
the documents, the provisions of the City’s Request for Proposal shall govern.  The City’s Request for Proposal 
shall govern in all other matters not otherwise specified by the Contract between the parties.  All previous 
contracts between the Offeror and the City are not applicable to this Contract or other resultant contracts.  Any 
contracted vendor documents that conflict with the language and requirements of the City's solicitation are not 
acceptable and void the Contract.

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9. 
Contract Modifications:  This Request for Proposal and resultant Contact may only be modified by a written 
Contract modification issued by the Procurement Office and counter-signed by the Contractor.  Contractors are 
not authorized to modify any portion of this solicitation or resulting Contract without the written approval of the 
Procurement Office and issuance of an official modification notice. 
 
10. 
Contract Administration:  Contractor must notify the designated Procurement Officer from the Procurement 
Office for guidance or direction on matters of Contract interpretation or problems regarding the terms, conditions 
or scope of this Contract.  The Contract shall contain the entire agreement between the City and the Contractor 
and the Contract shall prevail over any and all previous agreements, contracts, proposals, negotiations, 
purchase orders or master agreements in any form. 
 
11. 
Cooperative Use of Contract:   Any Contract resulting from this solicitation shall be for the use of the City of 
Tempe.   
In addition, public and nonprofit agencies that have entered into a Cooperative Purchasing Agreement with the  
City of Tempe’s Department of Procurement are eligible to participate in any subsequent Contract.   Additionally, 
this Contract is eligible for use by the Strategic Alliance for Volume Expenditures (SAVE) cooperative. 
 See http://www.mesaaz.gov/business/purchasing/save for a listing of participating agencies. The parties agree that 
these lists are subject to change.  Any such usage by other municipalities and government agencies must be in 
accord with the ordinance, charter and/or rules and regulations of the respective political entity.  
 
Any orders placed to, or services required from, the successful Contractor(s) will be requested by each participating 
agency.  Payment for purchases made under this agreement will be the sole responsibility of each participating 
agency. The City shall not be responsible for any disputes arising out of transactions made by others.  Contractor 
shall be responsible for correctly administering this Contract in accordance with all terms, conditions, requirements, 
and approved pricing to any eligible procurement unit. 
 
12. 
Dispute Resolution:  This Contract is subject to arbitration to the extent required by law.  If arbitration is not 
required by law, the City and the Contractor agree to negotiate with each other in good faith to resolve any 
disputes arising out of the Contract.  In the event of any legal action or proceeding arising out of this Contract, 
the prevailing party shall be entitled to recover its reasonable attorneys’ fees and costs incurred with said fees 
and costs to be included in any judgment rendered. 
 
13. 
Energy Efficient Products:  The City may consider energy conservation factors including costs in the 
evaluation of equipment and product purchases for the purpose of obtaining energy efficient products. In 
addition, vendor proposal Offers may specify items that have been given an energy efficient classification by the 
federal government for consideration by the City. 
 
14. 
Billing:  All invoices submitted by Contractor for the City's review and approval shall be in itemized form to 
identify the specific item(s) being billed.  Items must be identified by the name, model number, and/or serial 
number most applicable along with the correct unit cost.  Any purchase/delivery order issued by the City shall 
refer to the Contract number resulting from this Request for Proposal.  Separate invoices are required on 
individual contracts or purchase orders.  Only invoices with items resulting from this Request for Proposal will 
be accepted for review and approval by the City. 
 
15. 
Estimated Quantities:  This Request for Proposal references quantities as a general indication of the City’s 
needs.  The City anticipates considerable activity resulting from Contracts that will be awarded as a result of this 
Request for Proposal; however, the quantities shown are estimates only and the City reserves the right to 
increase or decrease any quantities actually acquired, in its sole discretion. No commitment of any kind is made 
concerning quantities and Offeror hereby acknowledges and accepts same.

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16. 
Events of Default and Termination:  
A. 
In the event a party is in default then the other party may, at its option and at any time, provide written 
notice to the defaulting party of the default.  The defaulting party will have thirty (30) days from the 
receipt of the written notice to cure the default; the thirty (30) day cure period may be extended by 
mutual agreement of the parties, but no cure period may exceed ninety (90) days.  A default notice will 
be deemed to be sufficient if it is reasonably calculated to provide notice of the nature and extent of such 
default.  Failure of the non-defaulting party to provide written notice of the default does not waive any 
rights under the Agreement.  The occurrence of any one or more of the following events shall constitute 
a material breach of and default under the Contract. 
 
i) 
Any failure by Contractor to pay funds or furnish materials, services and/or goods that fail to 
conform to any requirement of this Contract or provide personnel that do not meet Contract 
requirements; 
 
ii) 
Any party’s failure to observe, perform or undertake any provision, covenant or condition of this 
Contract to be observed or performed by Contractor or City herein, including but not limited to 
failing to submit any report required herein; 
 
iii) 
Any failure to make progress in the performance required pursuant to the Contract and/or gives 
either party reason to believe that the other party cannot or will not perform to the requirements 
of the Contract; or, 
 
iv) 
Any failure of Contractor to commence construction, work or services within the time specified 
herein, and to diligently undertake Contractor’s work to completion. 
 
B. 
In the event the default has not been corrected to the non-defaulting party’s satisfaction within the cure 
time specified, the non-defaulting party, at its option and in addition to any other remedies available by 
law or in equity, without further notice or demand of any kind to Contractor, may do the following: 
 
i) 
Terminate the Contract; 
 
ii) 
Pursue and/or reserve any and all rights for claims to damages for breach or default of the 
Contract; and/or, 
 
iii) 
Recover any and all monies due from Contractor, including but not limited to, the detriment 
proximately caused by Contractor’s failure to perform its obligations under the Contract, or which 
in the ordinary course would likely result therefrom, including, any and all costs and expenses 
incurred by the City in:  (a) maintaining, repairing, altering and/or preserving the premises (if 
any) of the project; (b) costs incurred in selecting and retaining a substitute Contractor for the 
purchase of services, materials and/or work; and/or (c) attorneys’ fees and costs in pursuing any 
remedies under the Contract and/or arising therefrom.   
 
C. 
The exercise of any one of the City’s remedies as set forth herein shall not preclude subsequent or 
concurrent exercise of further or additional remedies.  In addition, the City shall be entitled to terminate 
this Contract at any time, in its discretion. The City may terminate this Contract for default, non-
performance, breach or convenience, or pursuant to A.R.S. § 38-511, or abandon any portion of the 
project for which services have not been fully and/or properly performed by the Contractor. 
 
D. 
Termination shall be commenced by delivery of written notice to Contractor by the City personally or by 
certified mail, return receipt requested.  Upon notice of termination, Contractor shall immediately stop all 
work, services and/or shipment of goods hereunder and cause its suppliers and/or subcontractors to 
cease work pursuant to the Contract.  Contractor shall not be paid for work or services performed or 
costs incurred after receipt of notice of termination, nor for any costs incurred that Contractor could 
reasonably have avoided. 
 
E. 
The City, in its sole discretion, may terminate or reduce the scope of this Contract if available funding is 
reduced for any reason.

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F. 
Whenever the City in good faith has reason to question Contractor’s intent or ability to perform, the City may 
demand that Contractor give a written assurance of its intent and ability to perform.  In the event that the 
demand is made, and no written assurance is given within the time period required, the City may treat this 
failure as an anticipatory repudiation of the Agreement.   
 
17. 
Termination for Convenience:  The City at its sole discretion may terminate this Contract for convenience with 
thirty (30) days advance notice to Contractor.  Contractor shall be reimbursed for all appropriate costs as provided for 
within the Contract up to the termination date specified. 
 
18. 
Force Majeure:   
A. 
Except for payment of sums due, neither party shall be liable to the other nor deemed in default under 
the Contract only in the event that and to the extent that such party’s performance of the Contract is 
prevented by reason of force majeure.  Force majeure means an occurrence that is beyond the control 
of the party affected and occurs without its fault or negligence.  Without limiting the foregoing, force 
majeure includes acts of God, acts of the public enemy, war, riots, mobilization, labor disputes, civil 
disorders, fire, floods, lockouts, injunctions, failures or refusal to act by government authority, and other 
similar occurrences beyond the control of the party declaring force majeure which such party is unable to 
prevent by exercising reasonable diligence.  
B. 
Force majeure shall not include the following occurrences: 
i) 
Late delivery of equipment or materials caused by congestion at a manufacturer’s plant or 
elsewhere, an oversold condition of the market, inefficiencies, or similar occurrences. 
 
ii) 
Late performance by a subcontractor. 
 
C. 
If either party is delayed at any time in the progress of the work by force majeure, then the delayed party 
shall notify the other party in writing of such delay within forty-eight (48) hours of the commencement 
thereof and shall specify the causes of such delay in the notice. Such notice shall be hand delivered or 
sent via certified mail and shall make a specific reference to this clause, thereby invoking its provisions. 
The delayed party shall cause such delay to cease as soon as practicable and shall notify the other party 
in writing by hand delivery or certified mail when it has done so.  The time of completion shall be 
extended by Contract modification for a period of time equal to the time that the results or effects of such 
delay prevent the delayed party from performing in accordance with the Contract. 
19. 
Gratuities:  The City may elect to terminate any resultant Contract, if it is found that gratuities in any form were 
offered or given by the Contractor or agent thereof, to any employee of the City or member of a City evaluation 
committee with a view toward securing an order, securing favorable treatment with respect to awarding, amending 
or making of any determinations with respect to performing such order.   
 
20. 
Indemnification:   To the fullest extent permitted by law, the Contractor shall defend, indemnify and hold harmless 
the City, its agents, officer, officials, and employees from and against all claims, damages, losses and expenses 
(including but not limited to attorney's fees, court costs, and the costs of appellate proceedings), arising out of, or 
alleged to have resulted from the acts, errors, mistakes, omissions, work, services, or professional services of the 
Contractor, its agents, employees, or any other person (not the City) for whose acts, errors, mistakes, omissions, 
work, services, or professional services the Contractor  may be legally liable in the performance of this Contract.  
Contractor’s duty to hold harmless and indemnify the City, its agents, officers, officials and employees shall arise in 
connection with any claim for damage, loss or expense that is attributable to bodily injury, sickness, disease, death, 
or injury to, impairment, or destruction of any person or property, including loss of use resulting from, or caused by 
any acts, errors, mistakes, omissions, work, services, or professional services in the performance of this Contract by 
Contractor or any employee of the Contractor or any other person (not the City) for whose acts, errors, mistakes, 
omissions, work, or services the Contractor may be legally liable.  The amount and type of insurance coverage 
requirement set forth herein will in no way be construed as limiting the scope of indemnity in this paragraph.  This 
provision shall survive the term of this Contract.  
 
21. 
Interpretation of Parole Evidence:  This Contract is intended as a final expression of the agreement between 
the parties and as a complete and exclusive statement of the Contract, unless the signing of a subsequent

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Contract is   specifically called for in this Request for Proposal.  No course of prior dealings between the parties 
and no usage of the trade shall be relevant to supplement or explain any term used in the Contract.  Acceptance 
or acquiescence in a course of performance rendered under this Contract shall not be relevant to determine the 
meaning of the Contract, even though the accepting or acquiescing party has knowledge of the nature of the 
performance and opportunity to object. 
 
22. 
Key Personnel:  Contractor shall provide adequate experienced personnel, capable of and devoted to the 
successful accomplishment of work to be performed under this Contract during the Contract term and any 
renewal periods.  The Contractor must agree to assign specific individuals to the key positions.  
 
A. 
The Contractor agrees that, once assigned to work under this Contract, key personnel shall not be 
removed or replaced without prior written notice to the City. 
 
B. 
If key personnel are not available for work under this Contract for a continuous period exceeding thirty 
(30) calendar days or are expected to devote substantially less effort to the work than initially anticipated, 
the Contractor shall immediately notify the City, and shall replace each person with personnel of 
substantially equal ability and qualifications upon prior City approval. 
 
23. 
Licenses and Permits:  Contractor shall maintain in current status and at its sole expense, all federal, state and 
local licenses and permits required for the operation of the business conducted by the Contractor and the 
provision of the services to be provided under the Contract.  
 
24. 
No Assignment:  No right or interest in this Contract shall be assigned by Contractor and no delegation of any      
duty of Contractor shall be made without prior written permission of the City, which consent may be granted or 
withheld in City’s unfettered discretion. 
25. 
Notices:  All notices, requests, demands, consents, approvals, and other communications which may or are 
required to be served or given hereunder (for the purposes of this provision collectively called "Notices"), shall be 
in writing and shall be hand delivered or sent by registered or certified United States mail, return receipt 
requested, postage prepaid, addressed to the party or parties to receive such notice as follows: 
 
 
 
City of Tempe Procurement Office 
 
 
Attn:  Procurement Officer  
 
 
 
 
20 E. 6th Street (Second Floor) 
 
PO Box 5002 
 
Tempe, Arizona 85280 
 
 
[Contractor’s Name] 
[Attn of Offeror Named in Contract] 
 
[Address] 
 
 
Or to such other address as either party may from time to time furnish in writing to the other by notice hereunder.  
 
26. 
No Waiver:  No breach of default hereunder shall be deemed to have been waived by the City, except by written 
instrument to that effect signed by an authorized agent of the City.  No waiver of any such breach or default shall 
operate as a waiver of any other succeeding or preceding breach or default or as a waiver of that breach or 
default after demand by the City for strict performance of this Contract.  Acceptance of partial or delinquent 
payments or performance shall not constitute the waiver of any right of the City.  Acceptance by the City for any 
materials shall not bind the City to accept remaining materials, future shipments or deprive the City of the right to 
return materials already accepted.  Acceptance by the City of delinquent or late delivery shall not constitute a 
waiver of a later claim for damages and/or bind the City for future or subsequent deliveries. 
 
27. 
Overcharges by Antitrust Violations:  The City maintains that, in actual practice, overcharges resulting from 
antitrust violations are borne by the City.  Therefore, to the extent permitted by law, the Contractor hereby assigns 
to the City any and all claims for such overcharges as to the goods and/or services used to fulfill the Contract. 
 
28.  
Performance Standards:  Equipment shall operate in accordance with the performance criteria specified in the   
Request for Proposal, including the manufacturer's published specifications applicable to the equipment involved.

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Equipment is expected to be available for productive use, as provided in the procurement documents.             
Penalties and/or bonuses applicable to equipment and system performance, if any, shall be calculated as 
specified in the Request for Proposal. 
 
29. 
Preparation of Specifications by Persons Other Than City Personnel:  No person preparing specifications for 
this Request for Proposal shall receive any direct or indirect benefit from the use of these specifications. 
 
30. 
Procurement of Recycled Materials:  If the price of recycled material that conforms to specifications is within 
five percent (5%) of the lower priced material that is not recycled and the recycled Offeror is otherwise the lowest 
responsive and responsible Offeror, the proposal containing recycled material shall be considered more 
advantageous; provided the item(s) to be obtained  contains at least the minimum amount of recycled content 
material as defined in the City’s solicitation and   sufficient funds have been budgeted for the purchase.   
 
31. 
Provisions by Law:  Each and every provision of law and any clause required by law to be in this Contract will be 
read and enforced as though it were included herein, and if through mistake or otherwise any such provision is 
not inserted, or is not correctly inserted, then upon the application of either party the Contract will forthwith be 
physically amended to make such insertion or correction. 
32. 
Public Record:  After award of Contract, proposal responses shall be considered Public Record and open for 
public inspection except to the extent the withholding of information is permitted or required by law.  If an Offeror 
believes a specific section of its proposal response is confidential, the Offeror shall mark the page(s) confidential 
and isolate the pages marked confidential in a specific and clearly labeled section of its proposal response.  The 
Offeror shall include a written statement as to the basis for considering the marked pages confidential and the 
Procurement Office will review the material and make a determination, pursuant to A.R.S. §§ 39-121, et seq., and 
41-151, et seq. A general statement of confidentiality (boiler plate statement) that is not appropriately referenced 
to a specific section of the RFP will not be sufficient to warrant protection by the City.  The confidential portion of 
the submission must be clearly noted with accompanying justification for treating the section confidential.  Failure 
of the vendor to appropriately designate confidential information in this manner will relieve the City of any 
obligation to protect this information as confidential.   
 
33. 
Records:  Pursuant to provisions of Title 35, Chapter 1, Article 6 Arizona Revised Statutes §§ 35-214 and 
36-215, Contractor shall retain, and shall contractually require each subcontractor to retain, all books, accounts, 
reports, files and other records relating to the acquisition and performance of the Contract for a period of five (5) 
years after the completion of the Contract.  All such documents shall be subject to inspection and audit at 
reasonable times.  Upon request, a legible copy of any or all such documents shall be produced at the offices of 
the City Attorney or Procurement Office. 
 
34. 
Relationship of Parties:  It is clearly understood that each party to this Contract will act in its individual capacity 
and not as an agent, employee, partner, joint venture, or associate of the other party.  The Contractor is an 
independent Contractor and shall be solely responsible for any unemployment or disability insurance payments, 
or any social security, income tax or other withholdings, deductions or payments that may be required by federal, 
state or local law with respect to any compensation paid to the Offeror.  An employee or agent of one party shall 
not be an employee or agent of the other party for any purpose whatsoever. 
 
35. 
Rights and Remedies:  No provisions of this Request for Proposal or in the proposal shall be construed, 
expressly or by implication, as a waiver by the City of any existing or future right and/or remedy available by law in 
the event of any claim of default or breach of Contract.  The failure of the City to insist upon strict performance of 
any term or condition of the Contract or to exercise or delay the exercise of any right or remedy provided in the 
Contract, or by law, shall not release the Contractor from any responsibilities or obligations imposed by the 
Contract or by law, and shall not be deemed a waiver of any right of the City to insist upon the strict performance 
of the Contract. 
 
36. 
Safety Standards:   All items supplied on this Contract must comply with the current applicable Occupational 
Safety and Health Standards of the State of Arizona Industrial Commission, the National Electric Code and the 
National Fire Protection Association Standards. 
 
37. 
Serial Numbers:  Proposals shall include equipment on which the original manufacturer's serial number has not 
been altered in any way.  The City reserves the right to reject any and all equipment.

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38. 
Severability:  The provisions of this Contract are severable to the extent that any provision or application held to 
be invalid shall not affect any other provision or application of the Contract which may remain in effect without the 
invalid provision or application. 
 
39. 
Specially Designated Nationals and Blocked Persons List:  Contractor represents and warrants to the City 
that neither Contractor nor any affiliate or representative of Contractor: 
 
A. 
Is listed on the Specially Designated Nationals and Blocked Persons List maintained by the Office of 
Foreign Asset Control, Department of the Treasury (OFAC) pursuant to Executive Order no. 13224, 66 
Fed. Reg. 49079 (“Order”); 
 
B. 
Is listed on any other list of terrorists or terrorist organizations maintained pursuant to the Order, the rules 
and regulations of OFAC or any other applicable requirements contained in any enabling legislation or 
other related Order(s); 
 
 
C. 
Is engaged in activities prohibited in the Order; or, 
 
D. 
Has been convicted, pleaded nolo contendre, indicted, arraigned or custodially detained on charges 
involving money laundering or predicate crimes to money laundering. 
  
40. 
Time of the Essence:  Time is and shall be of the essence in this Contract.  If the delivery date(s) specified 
herein cannot be met, Contractor shall notify the City using an acknowledgment of receipt of order and intent to 
perform without delay, for instruction.  The City reserves the right to terminate this Contract and to hold Contractor 
liable for any cost of cover, excess cost(s) or damage(s) incurred as a result of delay. 
 
41. 
Unauthorized Firearms & Explosives:  No person conducting business on City property is to carry a firearm or 
explosive of any type.  All Offerors, Contractors and subcontractors shall honor this requirement at all times and 
failure to honor this requirement shall result in Contract termination and additional penalties.  This requirement 
also applies to any and all persons, including those who maintain a concealed weapons permit.  In addition to 
Contract termination, anyone carrying a firearm or explosive device will be subject to further legal action. 
 
42. 
Warranties:  Contractor expressly warrants that all materials and/or goods delivered under the Contract shall 
conform to the specifications of this Contract and be merchantable and free from defects in material and 
workmanship, and of the quality, size and dimensions specified herein.  This express warranty shall not be waived 
by way of acceptance or payment by the City, or otherwise.  Contractor expressly warrants the following:   
 
A. 
All workmanship shall be finest and first-class; 
 
B. 
All materials and goods utilized shall be new and of the highest suitable grade for its purpose; and 
 
C. 
All services will be performed in a good and workmanlike manner.  Contractor’s warranties shall survive 
inspection, acceptance and/or payment by the City, and shall apply to the City, its successors, agents and 
assigns.   
 
The Contractor agrees to make good by replacement and/or repair, at its sole expense and at no cost to the City, 
any defects in materials or workmanship which may appear during the period ending on a date twelve (12) 
months after acceptance by the City, unless otherwise specified herein.  Should Contractor fail to perform said 
replacement and/or repair to City’s satisfaction within a reasonable period of time, City may correct or replace 
said defective or nonconforming materials and recover the costs thereof from Contractor.  This warranty shall not 
operate to reduce the statute of limitations period for breach of contract actions or otherwise, or reduce or 
eliminate any legal or equitable remedies.

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43. 
Work for Hire and Ownership of Deliverables:  Contractor hereby agrees and covenants that all the results and 
proceeds of Contractor’s work and/or services for the Project specified herein, for Contractor and all of its agents, 
employees, officers and subcontractors, shall be owned by the City, including the copyright thereto, as work for 
hire.  In the event, for any reason such results and proceeds are not deemed work for hire, Contractor agrees and 
covenants that it shall be deemed to have assigned to the City all of its right, title and interests in such results, 
proceeds and content to the City, without limitation.  Contractor agrees to indemnify and hold the City harmless 
from and against all claims, liability, losses, damages and expenses, including without limitation, legal fees and 
costs, arising from or due to any actual or claimed trademark, patent or copyright infringement and any litigation 
based thereon, with respect to any work, services and/or materials contemplated in this Contract.  Contractor 
agrees to pay to defend any and all such actions brought against the City.  Contractor’s obligations hereunder 
shall survive acceptance by the City of all covenants herein as well as the term of the Contract itself. 
 
44. 
Non-exclusive Contract:  Any Contract resulting from this Request for Proposal shall be awarded with the 
understanding and agreement that it is non-exclusive and entered into for the sole convenience of the City.  The 
City reserves the right to obtain like goods or services from another source.  
 
45. 
Ordering Process:  Upon award of a Contract by the Procurement Office, the City may procure the specific 
material and/or service awarded by the issuance of a purchase order to the appropriate Contractor.  Each 
purchase order must cite the correct Contract number.  Such purchase order is required for the City to order and 
the Contractor to deliver the material and/or service. 
 
46. 
Shipping Terms:  Prices shall be F.O.B. Destination to the delivery location(s) designated herein.  Contractor 
shall retain title and control of all goods until they are delivered and the Contract of coverage has been completed. 
All risk of transportation and all related charges shall be the responsibility of the Contractor.  The City will notify 
the Contractor promptly of any damaged materials and shall assist the Contractor in arranging for inspection.  
Shipments under reservation are prohibited. No tender of a bill of lading shall operate as a tender of the materials. 
 
47. 
Delegated Awards:  In the event this Contract is administratively awarded via delegated authority as provided for 
in Section 26A-5 of the Procurement Ordinance, the Contractor acknowledges that a final Contract with the City of 
Tempe requires City Council approval and possibly the signature of the Mayor.  Should this Contract be rejected 
by the City Council, Contractor agrees that it is immediately void and unenforceable against any party. The 
awarded firm(s) will be compensated only for any and all costs incurred up to the date of notification of such 
termination.

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Special Terms & Conditions and Instructions 
Proposals taking exception to Special Terms & Conditions and Instructions stated within this Request for Proposal may 
cause the Proposal to be considered nonresponsive and rejected. 
1. 
City Procurement Document:  This Request for Proposal is issued by the City.  No alteration of any portion of 
this Request for Proposal by an Offeror is permitted and any attempt to do so shall result in vendor’s proposal 
Offer being considered nonresponsive and rejected.  No alteration of any portion of a resultant Contract is 
permitted without the written approval of the Procurement Office and any attempt to do so shall be considered a 
breach of the Contract.  Any such action is subject to the legal and contractual remedies available to the City 
inclusive of, but not limited to, Contract termination and/or suspension of the Contractor. 
 
2. 
Offer Acceptance Period:  To allow for an adequate evaluation, the City requires the vendor’s proposal Offer in 
response to this Request for Proposal to be valid and irrevocable for 90 days after the proposal due time and 
date. 
 
3. 
Contract Type:  Term with justifiable price adjustments allowed, indefinite quantity. 
 
4. 
Term of Contract:  The term of the Contract shall commence on the date of award and shall continue for a period 
of two years (2) thereafter, unless terminated, canceled or extended as otherwise provided herein. 
 
5. 
Contract Renewal:  The City reserves the right to unilaterally extend the period of any resultant Contract for 
ninety (120) days beyond the stated term.  In addition, the City at its option may renew for supplemental terms of 
up to a maximum of six (6) additional years.  The period for any single renewal increment shall be determined by 
the Procurement Office.  Such increment shall not be for more than a period of two (2) years each, unless the City 
is eligible to obtain a significant cost and/or supply advantage by a longer Contract renewal period. 
 
6. 
Price Adjustment:   
 
A. 
The Procurement Office will review fully documented requests for price increases after the Contract has 
been in effect for two (2) years.  The requested price increase must be based upon a cost increase that 
was clearly unpredictable at the time of the Proposal and can be shown to directly affect the price of the 
item concerned.  The Procurement Office will determine whether the requested price increase, or an 
alternative option, is in the best interest of the City. Advanced thirty (30) day written notification by 
Contractor is required for any price changes.  All price adjustments will be effective on the first day of the 
month following approval or acceptance by the Procurement Office. After the City approves a price 
increase the Contractor shall not be eligible to receive an additional increase until two (2) years from the 
date of the last approved price increase.   
 
B. 
Price increase requests must be acknowledged in writing by the Procurement Office before becoming 
effective.  If not acknowledged within thirty (30) days, Contractor shall contact the Procurement Office to 
ensure the price increase request was received.  
 
C. 
The Contractor shall offer any published price reduction or if applicable to the Contract, profit sharing 
price advantage to the City concurrent with its announcement to other customers.  A price reduction or 
profit-sharing price advantage may be offered at any time during the term of an awarded Contract and 
shall become effective upon notice and acceptance.  The City shall likewise be given any special sales 
discounts offered to the general public, which exceed contracted price discounts extended to the City by 
the Contractor. 
 
7. 
Multiple Awards:  The City has a large number and variety of potential customer departments.  In order to 
ensure that any ensuing Contracts will allow the City to fulfill current and future requirements, the City reserves 
the right to award Contracts to multiple companies.  The actual utilization of any Contract will be at the sole 
discretion of the City.  The fact that the City may make multiple awards should be taken into consideration by 
each Offeror.

Special Terms & Conditions and Instructions 
 
RFP# 23-107 Program Management and Implementation Services to Operationalize SCADA Master Plan 
 
18 | Page 
 
8. 
Insurance: 
 
A. 
Insurance Required:  Prior to commencing services under this Contract, Contractor shall procure and 
maintain for the duration of the Contract insurance against claims for injuries (including death) to persons 
and damages to property, which may arise from or in connection with the performance of the work 
hereunder by the Contractor, its agents, representatives, employees, subcontractors, or sub-
subcontractors. For Offerors with self-insurance, proof of self-insurance with minimum limits expressed 
below must be submitted on proper forms for evaluation prior to award of Contract. 
 
 
A Contract Award Notice or Purchase Order will not be issued to the Contractor until receipt of all required 
insurance documents by the Procurement Office with such documents meeting all requirements herein.  
In addition, before any Contract renewal, all required insurance must be on file with the Procurement 
Office.  Contractor must submit required insurance within ten (10) calendar days after request by the 
Procurement Office or the award may be rescinded and another Offeror selected for award. 
 
 
B. 
Minimum Limits of Coverage:  Without limiting any obligations or liabilities, the Contractor, at its sole 
expense, shall purchase and maintain the minimum insurance specified below with companies duly 
licensed or otherwise approved by the State of Arizona, Department of Insurance and with forms 
satisfactory to the City.  Each insurer shall have a current A.M. Best Company, Inc., rating of not less than 
A-VII.  Use of alternative insurers requires prior approval from the City. 
 
i. 
Minimum Limits of Insurance.  Contractor shall maintain the following minimum limits: 
 
a. 
Commercial General Liability 
 
Commercial general liability insurance limit of not less than $1,000,000 for each occurrence, with 
a $2,000,000 general aggregate limit.  The general aggregate limit shall apply separately to the 
services under this Contract or the general aggregate shall be twice the required per occurrence 
limit.  The policy shall be primary and include coverage for bodily injury, property damage, 
personal injury, products, completed operations, and blanket contractual coverage, including but 
not limited to the liability assumed under the indemnification provisions of this Contract which 
coverage will be at least as broad as Insurance Service Office policy form CG0001 or its 
equivalent. 
 
 
In the event the general liability policy is written on a "claims made" basis, coverage shall extend 
for two (2) years past completion and acceptance of the services as evidenced by annual 
certificates of insurance.  In addition, the retro date shall be no later than the start date of the 
contract.  The retro date shall be disclosed on the certificate of insurance. 
 
Such policy shall contain a "severability of interests" provision. 
 
b. 
Worker’s Compensation 
 
The Contractor shall carry worker’s compensation insurance to cover obligations imposed by 
federal and state statutes having jurisdiction of Contractor employees engaged in the 
performance of services; and employer’s liability insurance of not less than $100,000 for each 
accident, $100,000 disease for each employee and $500,000 disease policy limit. 
 
In cases when services are subcontracted, the Contractor will require the subcontractor to 
provide worker’s compensation and employer’s liability to at least the same extent as provided by 
Contractor.

Special Terms & Conditions and Instructions 
 
RFP# 23-107 Program Management and Implementation Services to Operationalize SCADA Master Plan 
 
19 | Page 
 
c. 
Automobile Liability 
 
 
Commercial business automobile liability insurance with a combined single life or bodily injury 
and property damages of not less than $1,000,000 per accident regarding any owned, hired, and 
non-owned vehicles assigned to or used in performance of the Contractor services.  Coverage 
will be at least as broad as coverage Code 1 "any auto".  Insurance Service Office policy form 
CA0001 Y87 or any replacements thereof.  Such coverage shall include coverage for loading and 
unloading hazards.  
 
C. 
Additional Insured:  The insurance coverage, except for workers compensation and professional liability 
coverage, required by this Contract, shall name the City, its agents, representatives, directors, officials, 
employees, and officers, as additional insureds, and shall specify that insurance afforded the Contractor 
shall be primary insurance.   The additional insured wording on the commercial general liability policy will 
be at least as broad as Insurance Services Office policy forms CG2010 04/13 edition and CG2037 04/13 
edition or their equivalent.  The additional insured wording on the automobile liability policy will be at least 
as broad as Insurance Services Office policy form CA 20 48 or its equivalent.  This provision and the 
naming of the city as an additional insured shall in no way be construed as giving rise to responsibility or 
liability of the City for applicable deductible amounts under such policy(s).   
 
D. 
Coverage Term:  All insurance required herein shall be maintained in full force and effect until all work or 
service required to be performed under the terms of the Contract is satisfactorily completed and formally 
accepted by the City.  Failure to do so shall constitute a material breach of this Contract. 
 
E. 
Primary Coverage:  Contractor’s insurance shall be primary insurance to the City, and any insurance or 
self-insurance maintained by the City shall not contribute to it. 
 
F. 
Claim Reporting:  Any failure to comply with the claim reporting provisions of the policies or any breach of 
a policy warranty shall not affect coverage afforded under the policy to protect the City. 
 
G. 
Waiver:  The policies, including workers’ compensation, shall contain a waiver of transfer rights of 
recovery (subrogation) against the City, its agents, representatives, directors, officers, and employees for 
any claims arising out of the work or services of the Contractor. 
 
H. 
Deductible/Retention: The policies may provide coverage which contain deductibles or self-insured 
retentions.  Such deductible and/or self-insured retentions shall be disclosed by the contractor and shall 
not be applicable with respect to the coverage provided to the City under such policies.  Contractor shall 
be solely responsible for deductible and/or self-insurance retention and the City, at its option, may require 
Contractor to secure the payment of such deductible or self-insured retentions by a surety bond or an 
irrevocable and unconditional letter of credit.  
 
I. 
Certificates of Insurance:  Prior to commencing work or services under this Contract, Contractor shall 
furnish the City with certificates of insurance, or formal endorsements as required by the Contract, issued 
by the Contractor’s insurer(s), as evidence that policies providing the required coverages, conditions, and 
limits required by this Contract are in full force and effect.  Such certificates shall identify this Contract 
number or name and shall provide for not less than thirty (30) days advance notice of cancellation, 
termination, or material alteration.  Such certificates shall be sent directly to: Contract Administrator, City 
of Tempe, P. O. Box 5002, Tempe, AZ 85280. 
 
J. 
Copies of Policies:  The City reserves the right to request and to receive, within ten (10) working days, 
certified copies of any or all of the above policies and/or endorsements.  The City shall not be obligated, 
however, to review same or to advise Contractor of any deficiencies in such policies and endorsements, 
and such receipt shall not relieve Contractor from, or be deemed a waiver of, the City’s right to insist on 
strict fulfillment of Contractor’s obligations under this Contract.

Special Terms & Conditions and Instructions 
 
RFP# 23-107 Program Management and Implementation Services to Operationalize SCADA Master Plan 
 
20 | Page 
 
9. 
Professional Liability:  The Contractor shall maintain professional liability insurance covering errors and 
omissions arising out of the services performed by the Contractor and/or any person(s) employed by it, with an 
unimpaired limit of not less than $1,000,000 each claim and $1,000,000 all claims. In the event the insurance 
policy is written on a "claims made" basis, coverage shall extend for two years past completion and acceptance of 
services as evidenced by annual certificates of insurance provided by Contractor to the City.  In addition, 
Contractor shall maintain property coverage on an all-risk, replacement cost basis in an amount established by 
the City with valuable papers ins:urance sufficient to assure the restoration of any documents, memoranda, 
reports, or other similar data relating to the services of the Contractor used in the completion of this Contract. 
 
10.       Liability and Criminal Disclosure of Contractor and Subcontractor Personnel:    Prior to assignment to a City 
facility, Contractor shall declare any knowledge of employee criminal history status involving the following:  
 
▪ 
Any drug offense  
▪ 
Any felony offense 
▪ 
Any offense involving assault or threats of violence 
▪ 
Any theft, fraud or financial crimes offense   
▪ 
Any arson offense 
▪ 
Any sexual misconduct offense 
▪ 
Any offense of misconduct involving a deadly weapon 
 
If information is developed that an employee has been convicted of any of the previously stated offenses, or is the 
subject of an outstanding arrest warrant, the Contractor shall remove the employee from performing work for the 
City. Contractors or their subcontractors may be liable for their employees’ misconduct if they were negligent in 
selecting or retaining the employee. Contractors or their subcontractors may be liable if the tasks assigned to an 
employee are non-delegable.

Scope of Work 
 
RFP# 23-107 Program Management and Implementation Services to Operationalize SCADA Master Plan 
 
21 | Page 
 
Scope of Work 
Program Management and Implementation Services to Operationalize SCADA Master Plan 
 
Purpose: 
 
The purpose of this Request for Proposal (RFP) is to develop long-term agreements with a short list of qualified firms to 
provide Program Management and Implementation Services to operationalize the Municipal Utilities Department, Water 
utilities Division’s (City) Supervisory Control and Data Acquisition (SCADA) Master Plan.  The City anticipates this work to 
be accomplished over several phases covering an eight-year timeframe that will allow the City to plan, fund and 
implement the identified SCADA Master Plan projects.  The short-listed consultants will lead this effort by providing the 
necessary expertise, experience, and resources to perform these services that will operationalize the SCADA Master 
Plan.     
 
Background: 
 
The City of Tempe municipal water system established in 1902 has provided water and wastewater services for more than 
a century. In that time the Water Utility’s focus was centered on assuring Tempe rate payers safe and reliable water and 
wastewater services.  Through this commitment the City has proven to continually advance operational control, system 
resiliency and regulatory oversight.  For the past 30 years the City has utilized an electronic Supervisory Control and Data 
Acquisition (SCADA) program to improve distribution system and treatment facility automation while increasing monitoring 
capabilities for compliance reporting. The City’s obligation to provide effectual services to our rate payers requires 
continual development of improved control and oversight platforms.  Over the past two decades the City has developed 
multiple long-term Master Plans to address new and increasing environmental compliance standards and meet user 
expectations for water service. These plans have also led to continual improvements in conveyance system capability, 
safety, monitoring, control communications, data acquisition and reporting.  The current SCADA Master Plan was 
developed for the City within the past 2 years and provided a baseline study of physical resources and the Utility’s cyber 
security risk. This plan also included a series of in-depth workshops to develop immediate needs, cyber-resiliency, and a 
direction for continual SCADA improvements.  This RFP intends to obtain an on-call list of qualified consultants to assist 
with program management and implementation of the ongoing SCADA Master Plan. 
 
Program Manager Scope: 
From this RFP process, the City will select a firm to provide Program Management services throughout the eight year 
planned implementation time frame.  The purpose of the Program Management services is to provide technical and 
management support to the City for the implementation of the Master Plan projects.  The initial phase after contract 
award, will include the implementation of five of the 30 Master Plan projects as identified on Attachment A titled SCADA 
Master Plan Projects and shown below: 
• 
Project ID 6 – Industrial DMZ Implementation 
• 
Project ID 7 – Cellular Design and Implementation (4G Design and Implementation of Remote Sites) 
• 
Project ID 9 – Data Sharing Design/Implementation  
• 
Project ID 16 – Network Improvements Design/Implementation (JGMWTP) 
• 
Project ID 17 – Network Improvements Design/Implementation (STWTP) 
The Program Manager will be responsible for the coordination and management of the implementation of all projects 
including those listed above.     
The Program Manager will be responsible for the following tasks:  
1. Program Kickoff Meeting – The Firm will prepare and coordinate a kickoff meeting to initiate the project.  This 
meeting will include review of the project approach, scope, and project schedule with City stakeholders including 
staff from Water Utilities, Information Technology, and Procurement.

Scope of Work 
 
RFP# 23-107 Program Management and Implementation Services to Operationalize SCADA Master Plan 
 
22 | Page 
 
a. Prior to the formal kickoff meeting, the Firm will prepare content and materials to be used throughout the 
Program for City review and feedback.  
 
b. The Firm will develop a detailed plan for program execution. This will include regular deliverables, 
expectations for the program, alignment with City approval workflows, and communication protocols. 
 
2. Conduct Biweekly Program Progress Meetings – The Firm will facilitate bi-weekly progress meetings with key City 
staff. During these progress meetings, the team will: 
 
a. Discuss program progress and determine the short (24 months) and long (8 years) term needs of the program 
to achieve objectives on schedule. This will include such things as procurement, RFP development, 
contractor/consultant outreach, and technical advisory services as described below. 
 
b. Meet in person or virtually to review project status, including work completed during the latest report period, 
work anticipated to be completed during the next reporting period, identified problems/issues that could affect 
project budget/expenditures and/or schedule, outstanding issues to be resolved, and outstanding action 
items. 
 
c. Addition of milestones and expected compliance efforts for review processes including forms required for 
obtaining support from the City Information Technology Department (GAPP (Gap Analysis Project Proposal); 
TISC (Technology and Innovation Steering Committee) and CAB (?) documents). 
 
d. Review of previously submitted GAPPs as needed 
 
i. 
This work will be conducted in partnership with a City IT Solutions Architect and key City staff as identified 
in the Kickoff Meeting. 
 
ii. 
The Firm will support City leadership with preparation for internal review meetings. 
 
3. Developing Program Progress Reports – The Firm will develop templates for program progress reports. Reports 
will be provided with each progress meeting. The team will review the status of current and upcoming projects. 
This will include a summary of design milestones and related review of submittals, requests for information, and 
design documents. This includes presentations on the program to City leadership. 
 
4. Monitoring and Managing the Program Budget and Schedule – The firm will review the program wide budget and 
schedule and provide updates during each progress meeting. 
 
5. Technical Advisory Services – Provide technical review and support during project re-scoping sessions to address 
technical challenges and maintain alignment with strategic directives and NIST Cybersecurity Framework (CSF) 
framework. 
 
6.  Quality Control – Internal QA/QC will be performed for program deliverables prior to final submission to the City. 
 
7. Program Closeout – the Firm will conduct final project closeout activities, including final document delivery and 
final progress report. The Firm will provide a comprehensive review of program accomplishments and high-level 
plans for future implementation of the program. 
 
Implementation Services Scope: 
The City shall select a short list of qualified firms to be available for Implementation Services for any of the identified 30 
SCADA Master Plan Projects.  The firm selected to be the Program Manager may also be available to perform 
Implementation Services for any of these projects as determined by the City.  As indicated above, over the initial 18 to 24 
months, the City plans to initiate five specific projects from this list for implementation.  The balance of the projects will be

Scope of Work 
 
RFP# 23-107 Program Management and Implementation Services to Operationalize SCADA Master Plan 
 
23 | Page 
 
prioritized and approved over the remaining 6 to 8 years of the contract.  The City reserves the right to seek proposals 
from more than one short listed provider for any specific implementation project.   
 
Consultant’s Qualifications: 
The consultant team shall possess the necessary education, credentials, certifications, and general experience to support 
the successful completion of the City’s scope of services.  It is preferred that the Offeror shall have been engaged for at 
least the past five (5) years in providing services as listed in this RFP.  Offeror shall demonstrate a high level of 
knowledge and expertise within the SCADA industry including Program Management and Implementation Services.  
Experience having completed similar SCADA Master Plan Program Management and Implementation Services work is 
preferred.

Proposal Questionnaire 
“Return this Section with your Response” 
RFP# 23-107 Program Management and Implementation Services to Operationalize SCADA Master Plan 
 
24 | Page 
 
Proposal Questionnaire 
Questionnaire responses and supporting documentation provided will be used to evaluate the proposal.  In order to 
evaluate an Offeror’s overall experience and competence to perform the Scope of Services described herein, the City may 
rely on additional resources beyond the information provided.  Please utilize the response tables as provided below.  The 
tables will expand as content is inputted.  The firm may opt to develop this section within a traditional narrative format with 
the caveat that it must follow in the same sequence as noted below with each question listed as a header.   
 
 
 
Question 
 
Response 
 
1. 
Provide narrative on the firm’s background 
include date of origin, business formation, 
location of office(s), number of employees, 
description of the services provided, 
specializations, industry recognitions, etc.    
 
 
2. 
Provide the name and contact information 
for the key contact person for this proposal. 
 
3. 
Identify what category of service your firm 
is offering – Program Manager or 
Implementation Services provider or both 
 
4. 
Provide a detailed experience profile of your 
firm dealing with SCADA services to include 
the number of years performing similar 
SCADA Master Plan services, total number 
of similar type of projects completed or in 
process to be completed, etc.  Please 
identify if these services were related to 
Program Management or Implementation 
Services.   
 
5. 
Provide three references where you have 
provided similar SCADA Master Plan 
services to include client name, contact 
person, phone number, E-mail, date work 
was started and completed; and brief 
description of work performed.   
Reference 1: 
 
 
 
 
 
Reference 2: 
 
 
 
 
 
Reference 3: 
 
 
 
 
 
6. 
Identify the person who will assume the role 
of Project Manager for this work who will be 
responsible for managing all aspects of work 
provided by the firm.  Please submit 
background information on this person to 
include summary of qualifications and

Proposal Questionnaire 
“Return this Section with your Response” 
RFP# 23-107 Program Management and Implementation Services to Operationalize SCADA Master Plan 
 
25 | Page 
 
experience (resume may also be included).  
Include the following: 
 
• 
Project Manager Name 
• 
Office Phone Number 
• 
Cell Phone Number 
• 
E-mail Address 
 
7. 
Identify all other key personnel who will be 
involved on this project including any sub-
consultants and identify the specific 
responsibilities they will perform as part of 
this project.  Also, provide brief narrative on 
each of these individuals to include 
professional credentials/qualification and 
experience performing similar services and 
any specialized expertise they possess, etc.    
 
 
8. 
Provide a statement specifically addressing 
the firm’s ability and willingness to commit 
and maintain the staffing proposed above to 
successfully complete the project  
 
9. 
For the Program Manager role, please 
describe the method of approach proposed 
to include how the firm will perform the 
Scope of Services section along with any 
suggestions for modifications to the scope 
that will add value to the delivered project.   
 
 
 
 
10. 
For the Implementation Services role, 
describe the typical method of approach to 
be utilized in executing Master Plan 
projects.  
 
11. 
Does the firm agree with all terms and 
conditions of this RFP?  If no, please 
describe any specific exceptions.     
 
Yes _____ No _____ 
12. 
Does the firm agree to provide the insurance 
coverages as stated in Special Terms and 
Conditions, Paragraph 10 and 11? 
   
Yes _____ No _____ 
13. 
Describe any additional qualifications, 
expertise, or value-added services that your 
firm will provide under resultant contract.   
 
 
14. 
Has your company ever defaulted on a 
similar type of contract? 
Yes ____    No ____   
 
If yes, please explain: 
15. 
Has your company declared any form of 
bankruptcy within the last five (5) years? 
 
Yes ____    No ____ 
 
If yes, please explain: 
 
 
 
16. 
Has there been any recent (within the past 
three (3) years) or current legal (criminal or 
civil) action against your company regarding 
the furnishing of similar services?   
Yes ____ No ____  
 
If yes, explain nature of the legal action (attachment may 
be used).

Proposal Questionnaire 
“Return this Section with your Response” 
RFP# 23-107 Program Management and Implementation Services to Operationalize SCADA Master Plan 
 
26 | Page 
 
 
 
17. 
Describe any requirements or support that 
you will expect from City staff to ensure 
success. 
   
 
18. 
Describe any specific SCADA Program 
Management and SCADA Project 
Management that your firm has expertise in 
developing and discuss other projects where 
this service was utilized.  
 
19. 
Describe your experience managing and 
implementing Consequence-driven, Cyber-
informed Engineering (CCE) projects.   
 
20. 
Please explain why your firm is best suited 
to be selected as Program Manager and/or 
Implementation Services provider for the 
operationalization of the City’s SCADA 
Master Plan.

Evaluation Criteria 
 
RFP# 23-107 Program Management and Implementation Services to Operationalize SCADA Master Plan 
 
27 | Page 
 
Evaluation Criteria 
Proposals will be reviewed by an Evaluation Committee consisting of City staff using the criteria and process outlined 
below.  
 
Evaluation Process 
 
1. The Procurement Office will verify that all proposals meet the requirements to be considered responsive.  
Responses that do not comply with any mandatory requirements will be considered non-susceptible for award 
and not forwarded to the Evaluation Committee for scoring.    
2. The Evaluation Committee will review and score all responsive proposals and rank them based on the 
committee’s scores.  Any proposals determined to score outside of the competitive range may be removed for 
non-susceptibility.  Remaining Offerors may be invited for interviews, negotiations, site visits and best and final 
offers as determined at the sole discretion of the City.  
 
It is important to note that firms may be removed for non-susceptibility anytime during the evaluation process and not just 
at the specific points noted above. 
 
 
Award Criteria 
Weight 
X 
Rating 
= 
Points 
1. 
Qualifications of Key Personnel - Qualifications and credentials of key 
personnel and sub-consultants to include education, certifications, 
licenses, professional affiliations, and related experience, etc. 
 
20 
X 
_____ 
= 
______ 
2. 
Experience of Firm – The overall experience of the firm in performing 
similar services and ability to demonstrate a level of competency in 
performing similar projects to include reference reviews.  
 
35 
X 
_____ 
= 
______ 
3. 
Pricing – The overall pricing (hourly rates) offered to perform services. 
 
20 
X 
_____ 
= 
______ 
4. 
Method of Approach - The ability of the firm to provide a 
comprehensive and quality-based method of approach that identifies 
the scope of services elements and creates confidence in the ability of 
the firm to successfully perform services.   
 
20 
X 
_____ 
= 
______ 
5. 
Responsiveness – The overall quality of submittal and ability of firm to 
provide all information requested as well as compliance with RFP 
terms and conditions 
 
5 
X 
_____ 
= 
______ 
 
Sub Total 
= 
______ 
6. 
Interviews, if conducted 
250 points 
 
 
 
 
This proposal will be evaluated on a cumulative point system using the rating scale shown below (fractional points may be 
selected within this range).   
Scoring 
Outstanding 
9 - 10 
Good 
6 - 8  
Average 
4 - 5 
Poor 
1 - 3 
Not Addressed or Unacceptable 
0

Evaluation Criteria 
 
RFP# 23-107 Program Management and Implementation Services to Operationalize SCADA Master Plan 
 
28 | Page 
 
To evaluate the cost portion of the above criteria, the City may elect to evaluate each firm on a percentage basis of the 
lowest cost offer.  The formula would be: (Lowest Priced Offer/Evaluated Firm’s Price) x Points Possible = Evaluation 
Points.

Pricing Section 
“Return this Section with your Response” 
RFP# 23-107 Program Management and Implementation Services to Operationalize SCADA Master Plan 
 
29 | Page 
 
Pricing Section 
Firms shall provide the hourly rates for the various personnel who will be assigned to this project.  The City reserves the 
right to convert the hourly rates to a lump sum fee once the parties discuss and agree on specific scope of services 
phases.   Hourly rate fees shall be inclusive of all costs including services and travel related expenses:   
ITEM 
NO.  
Indicate the Various Positions to be Utilized on this Project 
Hourly Rate 
1. 
 
$ 
2. 
 
$ 
3. 
 
$ 
4. 
 
$ 
5. 
 
$ 
6. 
 
$ 
7. 
 
$ 
8. 
 
$ 
9. 
 
$ 
10. 
 
$ 
 
 
 
 
Detail any other fees or expenses that would be related to the 
scope of services.   
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
* Applicable Tax           % 
 
* State correct jurisdiction to receive sales tax on the Vendor's Offer, included in this Request for Proposal.

Pricing Section 
“Return this Section with your Response” 
RFP# 23-107 Program Management and Implementation Services to Operationalize SCADA Master Plan 
 
30 | Page 
 
Less prompt payments discount terms of      %      days/ or net thirty (30) days. (To apply after receipt and acceptance of 
an itemized monthly statement.)  For evaluation purposes, the City cannot utilize pricing discounts based upon payments 
being made in less than thirty (30) days from receipt of statement. 
 
Ordering and Invoice Instructions 
Invoices shall be issued directly to the ordering department.  Invoices shall be accurate and complete including the 
information shown below.  Failure to provide a properly documented invoice may cause a delay in receipt of payment.  
The City will not process an invoice for payment until it has been approved by the ordering department and forwarded to 
Accounts Payable.  The City endeavors to process invoices within 30 days after receipt of an accurate and complete 
document.   
 
Invoices shall include: 
1. 
Line item listing of all ordered items to include description of items; 
2.  
Unit cost and extended cost for each line item; 
3.  
Applicable Tax; 
4.  
Payment Terms; 
5.  
Purchase Order Number; 
6. 
Name of selling organization clearly stated on invoice along with address;  
7. 
Phone number and or e-mail address for contact person to clarify invoicing questions; 
 
 
Invoices that do not follow the above minimum invoicing requirements will not be paid.   Payment must be applied to only 
invoices referenced on check/payment stub.   The City reserves the right to process payments via check or P-Card.  
 
Accounting Contacts: 
 
 
Carey Alf 
 
 
Letters A – H and Numbers 
 
 
 
 
 
Carlene Foster  
 
Letters I – Z 
 
 
 
 
 
Yesenia Loredo Flores  
General AP Inquiries and AP Checks 
 
Point of Contact Pre-Award – Any and all questions from RFP issuance to RFP award shall be as 
follows: 
Michael Greene 
Procurement Administrator  
480-350-8516 
Michael_Greene@tempe.gov  
 
Point of Contact Post Award for Scheduling, Invoice, Site Visits and Questions 
 
Greg Humphries 
Control Center Supervisor 
(480) 350-2628 Office 
(480) 797-4190 Cell 
Greg_Humphries@tempe.gov 
 
Erich Bonz PE 
Senior Civil Engineer 
480 350 5827 Office

Pricing Section 
“Return this Section with your Response” 
RFP# 23-107 Program Management and Implementation Services to Operationalize SCADA Master Plan 
 
31 | Page 
 
480 518 3529 Cell 
Erich_Bonz@tempe.gov

Vendor’s Offer 
“Return this Section with your Response” 
RFP# 23-107 Program Management and Implementation Services to Operationalize SCADA Master Plan 
 
32 | Page 
 
Vendor’s Offer 
Offeror must complete, sign and submit this form to the Procurement Office with the proposal response. An unsigned 
“Vendor’s Offer”, late proposal response, and/or a materially incomplete response will be considered nonresponsive and 
rejected. Offeror is to type or legibly write in ink all information required below. A scanned copy of this page is acceptable.  
 
Company Name: 
 
 
 
 
Company Purchase Order Mailing Address: 
 
Street Address: 
 
 
City, State, Zip: 
 
 
 
 
Contact Person:  
Phone Number:   
 
E-mail Address:  
Cell Number: 
 
 
 
 
Remit to Information 
 
Company Name (as it appears on invoice): 
 
 
 
 
Company Payment Remit to Address: 
 
Street Address: 
 
 
City, State, Zip: 
 
 
 
Company Tax Information 
If a Tempe-based firm, provide Tempe Transaction Privilege (Sales) Tax No.: 
 
 
 
Payment Options 
Will your company accept the City’s Master Card for payment? 
Yes 
 
No 
 
 
Will your company accept Payment via ACH (Automated Clearing House) for payment? 
Yes 
 
No 
 
 
 
 
THIS PROPOSAL IS OFFERED BY 
REQUIRED SIGNATURE OF AUTHORIZED OFFEROR 
By signing this Vendor’s Offer, Offeror acknowledges acceptance of all terms and conditions contained herein and that 
prices offered were independently developed without consultation with any other Offeror or potential Offeror.  Failure to 
sign and return this form with proposal response will be considered nonresponsive and rejected. 
 
 
 
 
 
 
 
Signature of Authorized Offer 
 
Date 
 
 
 
 
 
 
Print or Type Name of Authorized Individual 
 
Title of Authorized Individual

Anti-Discrimination Policy 
“Return this Section with your Response” 
RFP# 23-107 Program Management and Implementation Services to Operationalize SCADA Master Plan 
 
33 | Page 
 
Anti-Discrimination Policy 
 
 
COMPLIANCE WITH CITY’S ANTIDISCRIMINATION 
ORDINANCE NO. 02016.25 
_________________________________________________ 
The Tempe City Council approved Ordinance No. 02016.25 that requires vendors who are being recommended for 
award to provide evidence of their compliance with the City’s antidiscrimination policy as shown below: 
 
Sec. 2-601. Policy. 
It is declared to be the policy for the citizens of Tempe, Arizona, to be free from discrimination in public 
accommodations, employment, and housing, and contrary to public policy and unlawful to discriminate against any 
person on the basis of race, color, gender, gender identify, sexual orientation, religion, national origin, familial 
status, age, disability, or United States military veteran status, in places of public accommodation, employment, 
and housing; and contrary to the policy of the city and unlawful for vendors and contractors doing business with the 
city to discriminate, as set forth in this article.   
Sec. 2-603. Unlawful Practices.   
The following shall constitute a violation of this article: 
For a city vendor or city contractor, because of race, color, gender, gender identify, sexual  orientation, religion, 
national origin, familial status, age, disability, or United States military veteran status, to refuse to hire or employ or 
bar or discharge from employment any person, or to discriminate against such person in compensation, conditions, 
or privileges or employment.  City vendors and contractors of fifteen (15) or more employees shall provide a copy 
of its antidiscrimination policy to the Procurement Officer to confirm compliance with this article.  Employers having 
fourteen (14) or less employees may attest in writing to compliance with this article.   
Vendor Requirements 
Vendors who have fifteen (15) or more employees shall include with their bid/proposal submittal a copy of its 
antidiscrimination policy that must mirror the City’s policy as stated above.  Suppliers who have fourteen (14) or 
less employees may include their antidiscrimination policy or complete a written affidavit of compliance per the 
attached. 
To be completed by responding company and returned with submittal: 
_____ 
Our company has 15 or more employees and has included its antidiscrimination policy that mirrors the 
City’s policy; 
_____ 
Our company has fourteen (14) or less employees and is attaching the signed AFFIDAVIT OF 
COMPLIANCE WITH TEMPE CITY CODE CHAPTER 2 ARTICLE VIII SECTION 2-603(5). 
Please include this document along with the company’s antidiscrimination policy or the completed affidavit with offer 
submittal

Anti-Discrimination Policy 
“Return this Section with your Response” 
RFP# 23-107 Program Management and Implementation Services to Operationalize SCADA Master Plan 
 
34 | Page 
 
 
 
 
 
 
 
 
 
 
 
 
 
Only complete this document if you have 14 or less employees. 
AFFIDAVIT OF COMPLIANCE WITH TEMPE CITY CODE  
CHAPTER 2 ARTICLE VIII SECTION 2-603(5) 
_________________________________________________ 
Per Tempe City Code Chapter 2 Article VIII Section 2-603(5), it is unlawful for a City vendor or City 
contractor, because of race, color, gender, gender identity, sexual orientation, religion, national origin, 
familial status, age, disability, or United States military veteran status, to refuse to hire or employ or bar or 
discharge from employment any person, or to discriminate against such person in compensation, 
conditions, or privileges of employment.   
City vendors and contractors shall provide a copy of their antidiscrimination policy to City to confirm 
compliance with this requirement or attest in writing to compliance. 
 
▪ 
CONTRACTOR means any person who has a contract with the City. 
▪ 
VENDOR means a person or firm in the business of selling or otherwise providing products, 
materials, or services. 
 
CONTRACTOR/VENDOR, select one: 
_____ Current copy of antidiscrimination policy attached   
 
OR 
 
_____ I hereby certify _________________________________ (contractor/vendor) to be in compliance with 
Tempe City Code Chapter 2 Article VIII Section 2-603(5). 
 
____________________________________ 
 
Date: _____________________ 
Signature 
 
____________________________________ 
 
__________________________ 
Print Name 
 
 
 
 
 
Title 
 
____________________________________ 
Company

Affidavit of Compliance with House Bill 2488 
“Return this Section with your Response” 
RFP# 23-107 Program Management and Implementation Services to Operationalize SCADA Master Plan 
 
35 | Page 
 
Affidavit of Compliance with House Bill 2488 
 
 
AFFIDAVIT OF COMPLIANCE WITH HOUSE BILL 2488 
SUPPLIER AGREES TO NOT USE THE FORCED LABOR OF ETHNIC UYGHURS IN THE 
PEOPLE’S REPUBLIC OF CHINA 
_________________________________________________ 
 
Per House Bill 2488 approved by the Arizona Legislature, this law stipulates that a public entity may not enter into 
or renew a contract with a company for the acquisition or disposition of supplies, services, goods, information 
technology or construction unless the contract includes written certification that the company does not currently, 
and agrees for the duration of the contract that it will not, use:  
• 
The forced labor of ethnic Uyghurs in the People’s Republic of China; 
 
• 
Any services or goods produced by the forced labor of ethnic Uyghurs in the People’s Republic of China; 
and 
 
• 
Any suppliers, contractors or sub-contractors that use the forced labor of any services or goods produce 
by the forced labor of ethnic Uyghurs in the People’s Republic of China 
Based on the above, the supplier certifies: 
 
I hereby certify _________________________________ (contractor/vendor) to be in compliance with Arizona 
House Bill 2488  
 
____________________________________ 
 
 __________________________ 
Signature                                                                            Date 
 
____________________________________ 
 
__________________________ 
Print Name 
 
 
 
 
 
Title 
 
____________________________________ 
Company

Supplier Sustainability Questionnaire   
“Return this Section with your Response” 
RFP# 23-107 Program Management and Implementation Services to Operationalize SCADA Master Plan 
 
36 | Page 
 
Supplier Sustainability Questionnaire 
The City of Tempe is strongly committed to sustainable practices and programs that help build a vibrant and resilient 
community.  The City accomplishes this through a variety of innovative programs, including water and energy 
conservation, recycling, composting, alternative transportation, sustainable business practices and environmental 
stewardship.  Tempe recently established its 2019 Climate Action Plan (CAP) that provides a guideline for how the City 
will take local action on global climate change by reducing its greenhouse gas (GHG) emissions and adapting to the 
changing climate.   The Climate Action Plan serves as a guideline for the City’s path toward a sustainable and resilient 
future that will benefit the entire City.  The City has strengthened its commitment to sustainability by adopting a new 
carbon neutrality goal by 2050 and a strategy of sourcing 100 percent of its electricity from renewable sources by 2035.  
To learn more about the City’s commitment to sustainability, please visit https://www.tempe.gov/government/sustainable-
tempe. 
To further this commitment, the City has developed a Sustainable Procurement Policy that provides specific guidelines for 
how these important sustainable practices and programs will be reflected in contract award decisions.  By partnering with 
companies who share these sustainability goals, the City will be able to significantly enhance sustainable outcomes.    
To support these efforts, the following Supplier Sustainability Questionnaire has been developed that will allow the City to 
better understand your company’s efforts and commitments regarding sustainable practices and initiatives. This 
questionnaire has two sections – a section to understand what your company is doing regarding sustainable actions and a 
section to understand the specific sustainable attributes of the product or service that you are offering.   
 
Item 
 
 
Question 
 
 
Response 
 
 
Corporate Sustainable Actions 
 
1. 
 
 
 
What sustainability guidelines or environmental statement does 
your company have to guide the company as a whole?  Please 
include a link.   
 
 
2. 
 
What is your company doing to be more energy efficient? 
 
 
3. 
 
 
What is your company doing to reduce greenhouse gas 
emissions? 
 
 
4. 
 
What is your company doing to reduce waste transferred to 
landfills?  
 
 
5. 
 
What is your company doing to reduce water waste? 
 
 
6. 
 
 
 
What kind of effort does your company make to reduce the use 
of environmentally harmful materials (such as cleaning products, 
etc.)? 
 
 
7. 
 
 
Does your company take any actions to manage the 
sustainability of your supply chain? If yes, please explain. 
 
 
8. 
 
 
 
Has your company received any environmental or sustainability 
related independent certifications or recognitions?  If yes, please 
explain.

Supplier Sustainability Questionnaire   
“Return this Section with your Response” 
RFP# 23-107 Program Management and Implementation Services to Operationalize SCADA Master Plan 
 
37 | Page 
 
 
Please find some helpful links below that will provide additional information, tools and resources regarding 
sustainable practices:   
Greenhouse Gas Calculators: 
https://www.epa.gov/energy/greenhouse-gases-equivalencies-calculator-calculations-and-references 
 
Sustainable Packaging: 
https://www.epa.gov/smm/sustainable-packaging 
https://www.epa.gov/facts-and-figures-about-materials-waste-and-recycling/containers-and-packaging-product-specific-
data 
 
Cleaning Products: 
https://www.epa.gov/saferchoice 
 
Tool to Measure and Track your Waste and Recycling: 
http://www.epa.gov/smm/wastewise/measure-progress.htm 
 
Water Conservation:  
http://water.epa.gov/polwaste/nps/chap3.cfm 
 
Item 
 
 
Question 
 
 
Response 
 
 
Product Sustainable Attributes 
 
1. 
 
 
 
Has your company performed an environmental life cycle 
analysis on the product being offered the City?  If yes, please 
provide documentation 
 
 
2. 
 
Can the product being offered be refurbished, recycled, or 
composted at the end of its life? If yes, please elaborate 
 
 
3. 
 
 
Does the product being offered include any recycled materials?  
If yes, please explain. 
 
 
4. 
 
 
What measures have been taken to reduce unnecessary 
packaging materials associated with the product being offered? 
 
 
5. 
What kind of reusable, recyclable, and/or compostable packaging 
materials does your company use? 
 
 
6. 
 
 
 
 
 
Has the product being offered been rated or certified by a third-
party organization such as Energy Star, Green Seal, Leadership 
in Energy and Environmental Design (LEED), Forest 
Stewardship Council, etc.? If yes, please provide certification 
documentation. 
 
 
7. 
 
 
Please provide any additional information you would like to share 
regarding your product’s sustainable attributes.

Checklist for Submittal 
 
RFP# 23-107 Program Management and Implementation Services to Operationalize SCADA Master Plan 
 
38 | Page 
 
Checklist for Submittal 
The following checklist has been provided to assist you in submission of your offer. 
This list should not be considered complete, other information or documents may be necessary as part of your 
submission. 
The items listed are the primary documents and information that must be completed and/or included with your proposal. 
Please include any additional information or documents that will clarify your submittals. 
This document has been issued in Word format to allow the responding firm the ability to provide requested information, 
answer questions and provide pricing within the actual document. 
Description 
Included 
√ 
1. 
One signed and completed copy of the Proposal response – only 
sections marked “Return this Section with your Response” are 
required but you may include supplemental materials you believe 
necessary to clarify your submittal. 
 
a. 
Signed and Completed Vendor’s Offer Form 
 
2. 
Due to the COVID Virus, please submit a single e-copy of the signed 
and completed proposal.  The City’s e-mail is capable of accepting 
up to a 10MB attachment.  Please try and keep the proposal under 
this size limit.  However, if you need to exceed 10MB, please break 
the proposal up into two sections and e-mail in two separate 
messages clearly indicating the solicitation number on the subject 
line and denoting Part 1 and Part 2 response.  We will be unable to 
accept any hard copies of the proposal so please e-mail the 
response as noted above.  It is critical to not wait until the last 
minute to press the send button for your submittal 
 
 
3. 
Proposal Questionnaire 
 
 
4. 
Pricing Section 
 
5. 
If company has 14 or less employees include a signed and 
completed Affidavit of Compliance with Tempe City Code Chapter 2 
Article VII Section 2-603(5) (form attached)  
 
6. 
If company has 15 or more employees include a copy of its anti-
discrimination policy 
 
7. 
Affidavit of Compliance with House Bill 2488 
 
8. 
Signed Addenda (if applicable) 
 
9.  
Supplier Sustainability Questionnaire 
 
 
Alert – If you received this solicitation via a third-party plan-holder company and did not 
directly download it from the City of Tempe’s Procurement home page you might not 
have received any addendums that were published during the bidding period.  To ensure 
you are notified of addendums it is critical that you download this solicitation from the 
City’s web site per the below link: 
https://bids.tempe.gov/

Attachment A 
 
RFP# 23-107 Program Management and Implementation Services to Operationalize SCADA Master Plan 
 
39 | Page 
 
Attachment A 
 
Attachment A – SCADA MP Project List 
Attachment A 
SCADA MP Project Li

Attachment B 
 
RFP# 23-107 Program Management and Implementation Services to Operationalize SCADA Master Plan 
 
40 | Page 
 
Attachment B 
Attachment B - SCADA Master Plan Project List without Budget or Duration Estimates 
Attachment B 
SCADA Master Plan

City Procurement Office/City of Tempe • PO Box 5002 • 20 East 6th Street • Tempe, AZ  85280 • (480) 350-8324 • www.tempe.gov/procurement  
 
 
Issue Date: 
12/28/2022 
 
 
 
This addendum will modify and/or clarify:  
Solicitation No.: 
23-107 
 
 
 
and is 
Addendum No.: 
1 
 
 
Procurement Description: 
Program Management and Implementation 
Services to Operationalize SCADA Master 
Plan 
 
 
 
 
The RFP Due Date and Time is extended from December 29, 2022, to January 6, 2023.  The Proposal Opening 
Time remains unchanged at 3:00 P.M. Local Arizona Time. 
 
The following questions have been submitted with the City’s response in italics: 
 
1. Has an automation platform already been chosen for the SCADA hardware and software? If so, what is 
the chosen automation hardware and software platform? 
 
The City of Tempe is currently using CITECT as their SCADA Human Machine Interface (HMI) and is 
standardized on Allen Bradley equipment for their PLC.  As part of the SCADA Master Plan 2021, there 
was a recommendation of Inductive Automation Ignition, but not final decision or RFP for software 
purchase has been made. 
 
2. Can we receive a copy of the City of Tempe SCADA Master plan dated December 2021? 
 
We can provide a printed copy of the SCADA Master plan to be reviewed in person at COT facilities, 
due to the sensitive information found with the SCADA MP an electronic copy cannot be provided.  If 
interested, please contact Michael Greene at 480-350-8516 or e-mail at Michael_Greene@tempe.gov. 
to arrange a time for viewing.   
 
3. Is there a requirement to be a manufacture certified Integrator for any of the implementation phases for 
any of the automation platforms? 
 
Resumes of staff providing integrator services detailing experience should be included in the proposal 
response including any available certifications, and prior to work being performed applicable 
Manufacturer Certified Integrator certifications will be requested to be in place. 
 
4. Because the list of projects are heavy on the OT side, is there a requirement to have Cisco Network 
certifications as well as Cyber security certifications?  
 
Resumes of staff providing Network or Cyber security related services detailing experience should be 
included in the response including any available certifications, and prior to work being performed 
applicable Cisco Network Certifications and applicable Cyber Security Certifications will be requested to 
be in place. 
 
 
There are no other changes at this time. 
 
 
 
Addendum to Solicitation

Please ensure that you sign and submit this addendum by the revised solicitation due date. 
 
 
The balance of the specifications and bid solicitation instructions to remain the same.  Bidders/Proposal Offerors are to 
acknowledge receipt and acceptance of this addendum by returning of signed addendum with bid/proposal response.  Failure 
to sign and return an addendum prior to bid/proposal opening time and date may make the bid/proposal response non-
responsive to that portion of the solicitation as materially affected by the respective addendum.  
 
___________________________________ 
 
 
 
___________________________________ 
Name of Company 
 
 
 
 
 
 
By – Name and Title (Please Print) 
 
___________________________________ 
 
 
 
___________________________________ 
Email Address  
 
 
 
 
 
 
Telephone 
 
___________________________________ 
 
 
 
___________________________________ 
City                               State    Zip 
 
 
 
 
Authorized Signature

City Procurement Office/City of Tempe • PO Box 5002 • 20 East 6th Street • Tempe, AZ  85280 • (480) 350-8324 • www.tempe.gov/procurement  
 
 
Issue Date: 
01/06/2023 
 
 
 
This addendum will modify and/or clarify:  
Solicitation No.: 
23-107 
 
 
 
and is 
Addendum No.: 
2 
 
 
Procurement Description: 
Program Management and Implementation 
Services to Operationalize SCADA Master 
Plan 
 
 
 
 
The RFP Due Date and Time is extended from January 6, 2023, to January 13, 2023.  The Proposal Opening Time 
remains unchanged at 3:00 P.M. Local Arizona Time. 
 
 
 
There are no other changes at this time. 
 
 
 
 
 
 
Please ensure that you sign and submit this addendum by the revised solicitation due date. 
 
 
The balance of the specifications and bid solicitation instructions to remain the same.  Bidders/Proposal Offerors are to 
acknowledge receipt and acceptance of this addendum by returning of signed addendum with bid/proposal response.  Failure 
to sign and return an addendum prior to bid/proposal opening time and date may make the bid/proposal response non-
responsive to that portion of the solicitation as materially affected by the respective addendum.  
 
___________________________________ 
 
 
 
___________________________________ 
Name of Company 
 
 
 
 
 
 
By – Name and Title (Please Print) 
 
___________________________________ 
 
 
 
___________________________________ 
Email Address  
 
 
 
 
 
 
Telephone 
 
___________________________________ 
 
 
 
___________________________________ 
City                               State    Zip 
 
 
 
 
Authorized Signature 
Addendum to Solicitation

4505 E Chandler Boulevard 
Suite 230 
Phoenix AZ 85048 
602.337.6110 phone 
530.756.5991 fax 
westyost.com 
April 4, 2023 
SENT VIA: EMAIL 
Michael Greene 
City of Tempe 
Financial Services Department 
Mail Stop 02-5 
PO Box 5002 
Tempe, AZ 85280-5002 
SUBJECT: Second (2ND) Best and Final Offer to RFP 23-107 for SCADA Master Plan Implementation 
Program Management Services 
Dear Mr. Greene: 
West Yost is pleased to submit this second (2nd) best and final offer to RFP 23-107 to the City of Tempe 
Municipal Utilities Department, Water Utilities Division (City) for SCADA Master Plan Implementation 
Program Management Services. Our team (OTCR) is looking forward to assisting the City with planning and 
implementation of this important Program. 
BACKGROUND 
The recently completed SCADA Master Plan developed for the City utility systems includes program 
management for the duration of the SCADA Master Plan implementation. The purpose of Program 
Management services is to provide technical and management support to the City for the implementation 
of the Master Plan projects. 
The eight-year Implementation program presented in the SCADA Master Plan included a recommended 
program management budget. This scope includes services for the first 18 months of the program, after 
which the City will determine if additional support is required. The focus of the program management for 
this effort will focus on the coordinating and managing the implementation of the following projects as 
identified in the SCADA Master Plan. 
•
Project ID 6 - Industrial DMZ Implementation
•
Project ID 7 – Cellular Design and Implementation (4G Design and Implementation of Remote
Sites)
•
Project ID 9 - Data Sharing Design/Implementation
•
Project ID 16 - Network Improvements Design/Implementation (JGMWTP)
•
Project ID 17 - Network Improvements Design/Implementation (STWTP)

Mr. Michael Greene 
April 4, 2023 
Page 2 
 
 
 
oct\m\c\CofTempe\2022-PrgrmMngmnt\LP-Draft-220805nm
 
Task 1 – Program Management is the key task necessary to perform this proposed Scope of Services and 
is further described below: 
SCOPE OF SERVICES 
Task 1. Program Management 
The implementation of the SCADA Master Plan is a complex engagement that requires technical and 
project management capabilities. West Yost staff will kick off the program and manage the program, 
including: 
Task 1 Program Management Work Activities: 
• 
Program Kickoff Meeting – West Yost will prepare and coordinate a kickoff meeting to 
initiate the project. This meeting will include review of the project approach, scope, and 
project schedule with key City leadership.  
— Prior to the formal kickoff meeting, the project team will prepare content and materials 
to be used throughout the Program for City review and feedback. City in this context 
includes Water Utilities Department staff and Information Technology (Network Ops, 
Security staff, Project Management, Purchasing). 
— The project team will develop a detailed plan for program execution. This will include 
regular deliverables, expectations for the program, alignment with City approval 
workflows, and communication protocols. 
• 
Conduct Biweekly Program Progress Meetings – West Yost will facilitate bi-weekly progress 
meetings with key City staff. During these progress meetings, the team will: 
— Discuss program progress and determine the short (18 months) and long (7 years) term 
needs of the program to achieve objectives on schedule. This will include such things as 
procurement, RFP development, contractor/consultant outreach, and technical advisory 
services as described below.  
— Meet in person or virtually to review project status, including work completed during 
the latest report period, work anticipated to be completed during the next reporting 
period, identified problems/issues that could affect project budget/expenditures and/or 
schedule, outstanding issues to be resolved, and outstanding action items. 
— Addition of milestones and expected compliance efforts for review processes including 
forms required for obtaining support from the City Information Technology Department 
(GAPP, TISC, and CAB documents) 
— Review of previously submitted GAPPs as needed 
▪ 
This work will be conducted in partnership with a City Solutions Architect and key 
City staff as identified in the Kickoff Meeting. 
▪ 
The project team will support City leadership with preparation for internal review 
meetings.  
• 
Developing Program Progress Reports – West Yost will develop templates for program 
progress reports. Reports will be provided with each progress meeting. The team will review 
the status of current and upcoming projects. This will include a summary of design 
milestones and related review of submittals, requests for information, and design 
documents. This includes presentations on the program to City leadership.

Mr. Michael Greene 
April 4, 2023 
Page 3 
 
 
 
oct\m\c\CofTempe\2022-PrgrmMngmnt\LP-Draft-220805nm
 
• 
Monitoring and Managing the Program Budget and Schedule – West Yost will review the 
program wide budget and schedule and provide updates during each progress meeting. 
• 
Technical Advisory Services – Provide technical review and support during project re-
scoping sessions to address technical challenges and maintain alignment with strategic 
directives and NIST Cybersecurity Framework (CSF) framework.  
• 
Quality Control – Internal QA/QC will be performed for program deliverables prior to final 
submission to the City. 
• 
Program Closeout – West Yost will conduct final project closeout activities, including final 
document delivery and final progress report. The project team will provide a 
comprehensive review of program accomplishments and high level plans for future 
implementation of the program. 
Task 1 Project Management Work Activities: 
This task includes routine project management activities to monitor and control the contract between 
West Yost and the City. The objective of these activities is to track work progress and expenditures through 
proactive communications. 
Task 1 Assumptions 
• 
Project update meetings will be held biweekly with key project team members. 
• 
A West Yost staff member will be available to join the biweekly meeting in person, as needed.  
• 
The kickoff meeting will be conducted in-person and will be up to two hours in duration. 
• 
The City will provide a list of current and proposed projects with key City staff (e.g. project 
managers) identified. 
• 
City staff will be available to attend meetings. 
• 
All City stakeholders will be available for a quarterly progress meeting held at the normal weekly time. 
 
Task 1 Deliverables 
• 
Kickoff meeting facilitation materials. 
• 
Weekly progress meeting facilitation materials. 
• 
Program Update

Mr. Michael Greene 
April 4, 2023 
Page 4 
 
 
 
oct\m\c\CofTempe\2022-PrgrmMngmnt\LP-Draft-220805nm
 
PROJECT BUDGET AND SCHEDULE 
West Yost’s proposed budget for the task described above is shown in Table 1. West Yost will perform the 
Scope of Services described above on a time and expenses basis with a not-to-exceed budget as shown 
below in Table 1, billed at rates according to the attached 2023 Billing Rate Schedule (Attachment A). Any 
additional services not included in this Scope of Services will be performed only after receiving written 
authorization and a corresponding budget adjustment. Please see Attachment B - Project schedule.  
Table 1. Estimated Project Hours and Budget 
Task 
Level of Effort, 
hours 
Estimated Budget, 
dollars 
Task 1. Program Management 
1,305 hrs 
$385,888.96 
Total 
1,305 hrs 
$385,888.96 
 
 
Thank you for providing West Yost with the opportunity to support the City Water Utilities Division. We look 
forward to working with you and your team on this important project. Please call if you have any questions.  
Sincerely, 
WEST YOST 
 
Dan Groves 
 
 
 
 
Greg Smith, PE 
Engineering Manager 
 
 
 
Project Manager 
 
Attachments: 
 
A. West Yost 2023 Billing Rate Schedule 
B. Project Schedule

West Yost’s 2023 Billing Rate Schedule 
 
 
 
 
 
Attachment A

(Effective January 1, 2023 through December 31, 2023)*
POSITIONS
ENGINEERING
Principal/Vice President
$338
Engineer/Scientist/Geologist Manager I / II
$319 / $334
Principal Engineer/Scientist/Geologist I / II
$288 / $307
Senior Engineer/Scientist/Geologist I / II
$259 / $272
Associate Engineer/Scientist/Geologist I / II
$215 / $231
Engineer/Scientist/Geologist I / II
$173 / $201
Engineering Aide
$101
Field Monitoring Services
$125
Administrative I / II / III / IV
$92 / $115 /
$138 / $152
ENGINEERING TECHNOLOGY
Engineering Tech Manager I / II
$332 / $334
Principal Tech Specialist I / II
$305 / $315
Senior Tech Specialist I / II
$279 / $291
Senior GIS Analyst
$252
GIS Analyst
$239
Technical Specialist I / II / III / IV
$178 / $203 /
$228 / $254
Technical Analyst I / II
$128 / $152
Technical Analyst Intern
$103
Cross-Connection Control Specialist I / II / III / IV
$133 / $144 /
$162 / $180
CAD Manager
$201
CAD Designer I / II
$156 / $176
CONSTRUCTION MANAGEMENT
Senior Construction Manager
$322
Construction Manager I / II / III / IV
$197 / $211 /
$224 / $283
Resident Inspector (Prevailing Wage Groups 4 / 3 / 2 / 1)
$172 / $191 /
$213 / $221
Apprentice Inspector
$156
CM Administrative I / II
$83 / $112
Field Services
$221
2023 Billing Rate Schedule
LABOR CHARGES 
(DOLLARS PER HOUR)
■  Hourly rates include Technology and Communication charges such as general and CAD computer, software,
      telephone, routine in-house copies/prints, postage, miscellaneous supplies, and other incidental project expenses.
■  Outside Services such as vendor reproductions, prints, shipping, and major West Yost reproduction efforts, as well as 
      Engineering Supplies, etc. will be billed at actual cost plus 15%.
■  The Federal Mileage Rate will be used for mileage charges and will be based on the Federal Mileage Rate applicable to
      when the mileage costs were incurred. Travel other than mileage will be billed at cost.
■  Subconsultants will be billed at actual cost plus 10%.
■  Expert witness, research, technical review, analysis, preparation and meetings billed at 150% of standard hourly rates. Expert 
      witness testimony and depositions billed at 200% of standard hourly rates.
■  A Finance Charge of 1.5% per month (an Annual Rate of 18%) on the unpaid balance will be added to invoice amounts
      if not paid within 45 days from the date of the invoice.
* This schedule is updated annually
Page 1 of 1

Project Schedule 
 
Attachment B

ID
Task 
Mode
Task Name
Duration
Start
Finish
Cost
Work
1
City of Tempe - Program Management
378 days
Mon 6/26/23
Fri 12/20/24
$385,888.96
1,304.17 hrs
2
Key Milestones
0 days
Mon 6/26/23
Mon 6/26/23
$0.00
0 hrs
3
Notice to Proceed
0 days
Mon 6/26/23
Mon 6/26/23
$0.00
0 hrs
4
Task 1 - Program Management
378 days
Mon 6/26/23
Fri 12/20/24
$385,888.96
1,304.17 hrs
5
Program KO and Proj Mgmt
362.5 days
Mon 6/26/23
Wed 11/27/24
$55,647.79
197.6 hrs
6
Program Management Start
0 days
Mon 6/26/23
Mon 6/26/23
$0.00
0 hrs
7
Establish Program 
44.37 days
Mon 6/26/23
Mon 8/28/23
$35,867.39
129.6 hrs
8
Kickoff Meeting
12 hrs
Mon 6/26/23
Tue 6/27/23
$7,654.00
28 hrs
9
Close Out
8 hrs
Tue 11/26/24
Wed 11/27/24
$12,126.40
40 hrs
10
Program Management 
378 days
Mon 6/26/23
Fri 12/20/24
$330,241.17
1,106.57 hrs
11
Weekly Effort
18.9 mons
Mon 6/26/23
Fri 12/20/24
$114,529.55
439.47 hrs
12
Weekly Meetings & Technical Advisory
18 mons
Mon 6/26/23
Fri 11/22/24
$215,711.62
667.11 hrs
6/26
6/26
6/26
Mar Apr May Jun
Jul
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun
Jul
Aug Sep Oct Nov Dec Jan
23
Qtr 4, 2023
Qtr 1, 2024
Qtr 2, 2024
Qtr 3, 2024
Qtr 4, 2024
Qtr 1, 2025
Qtr 2, 2025
Qtr 3
Task
Split
Milestone
Summary
Project Summary
Inactive Task
Inactive Milestone
Inactive Summary
Manual Task
Duration-only
Manual Summary Rollup
Manual Summary
Start-only
Finish-only
External Tasks
External Milestone
Deadline
Progress
Manual Progress
Page 1
Project: City of Tempe - Progra
Date: Tue 4/4/23

ID
Task Mode Task Name
Work
Duration
Start
Finish
Cost
1
City of Tempe - Program Management
1,304.17 hrs378 days
Mon 6/26/23
Fri 12/20/24
$385,888.96
2
Key Milestones
0 hrs0 days
Mon 6/26/23
Mon 6/26/23
$0.00
3
Notice to Proceed
0 hrs0 days
Mon 6/26/23
Mon 6/26/23
$0.00
4
Task 1 - Program Management
1,304.17 hrs378 days
Mon 6/26/23
Fri 12/20/24
$385,888.96
5
Program KO and Proj Mgmt
197.6 hrs362.5 days
Mon 6/26/23 Wed 11/27/24
$55,647.79
6
Program Management Start
0 hrs0 days
Mon 6/26/23
Mon 6/26/23
$0.00
7
Establish Program 
129.6 hrs44.37 days
Mon 6/26/23
Mon 8/28/23
$35,867.39
Bailey Bartolucci
42.99 hrs
Mon 6/26/23
Wed 8/23/23
$9,801.73
Daniel Groves
19.68 hrs
Mon 6/26/23
Mon 8/28/23
$6,574.48
Greg Smith
39.37 hrs
Mon 6/26/23
Mon 8/21/23
$10,983.72
Joel Cox
7.87 hrs
Mon 6/26/23
Mon 8/21/23
$2,614.05
Tara Mertz
7.87 hrs
Mon 6/26/23
Mon 8/21/23
$2,291.23
Jeremy Smith
11.81 hrs
Mon 6/26/23
Mon 8/21/23
$3,602.19
8
Kickoff Meeting
28 hrs12 hrs
Mon 6/26/23
Tue 6/27/23
$7,654.00
Bailey Bartolucci
12 hrs
Mon 6/26/23
Tue 6/27/23
$2,736.00
Daniel Groves
4 hrs
Mon 6/26/23
Mon 6/26/23
$1,336.00
Greg Smith
4 hrs
Mon 6/26/23
Mon 6/26/23
$1,116.00
Joel Cox
2 hrs
Mon 6/26/23
Mon 6/26/23
$664.00
Tara Mertz
2 hrs
Mon 6/26/23
Mon 6/26/23
$582.00
Andrew Ohrt
2 hrs
Mon 6/26/23
Mon 6/26/23
$610.00
Jeremy Smith
2 hrs
Mon 6/26/23
Mon 6/26/23
$610.00
9
Close Out
40 hrs8 hrs
Tue 11/26/24 Wed 11/27/24
$12,126.40
Bailey Bartolucci
8 hrs
Tue 11/26/24 Wed 11/27/24
$1,896.96
Daniel Groves
8 hrs
Tue 11/26/24 Wed 11/27/24
$2,778.88
Greg Smith
8 hrs
Tue 11/26/24 Wed 11/27/24
$2,321.28
Joel Cox
4 hrs
Tue 11/26/24 Wed 11/27/24
$1,381.12
Tara Mertz
4 hrs
Tue 11/26/24 Wed 11/27/24
$1,210.56
Andrew Ohrt
4 hrs
Tue 11/26/24 Wed 11/27/24
$1,268.80
Jeremy Smith
4 hrs
Tue 11/26/24 Wed 11/27/24
$1,268.80
10
Program Management 
1,106.57 hrs378 days
Mon 6/26/23
Fri 12/20/24
$330,241.17
11
Weekly Effort
439.47 hrs18.9 mons
Mon 6/26/23
Fri 12/20/24
$114,529.55
Bailey Bartolucci
144.53 hrs
Mon 6/26/23
Tue 11/26/24
$33,797.27
Greg Smith
151.2 hrs
Mon 6/26/23
Fri 12/20/24
$43,291.87
Sarah Walsh
143.73 hrs
Mon 6/26/23
Fri 11/22/24
$37,440.41
12
Weekly Meetings & Technical Advisory
667.11 hrs18 mons
Mon 6/26/23
Fri 11/22/24
$215,711.62
Daniel Groves
162 hrs
Mon 6/26/23 Mon 11/18/24
$55,501.55
Joel Cox
166.15 hrs
Mon 6/26/23
Fri 11/22/24
$56,572.80
Tara Mertz
166.15 hrs
Mon 6/26/23
Fri 11/22/24
$49,586.40
Jeremy Smith
172.8 hrs
Mon 6/26/23
Fri 11/22/24
$54,050.88
Details
Work
Work
Work
Work
Work
Work
Work
Work
Work
Work
Work
Work
Work
Work
Work
Work
Work
Work
Work
Work
Work
Work
Work
Work
Work
Work
Work
Work
Work
Work
Work
Work
Work
Work
Work
Work
Work
Work
Work
Qtr 4
Qtr 1
Qtr 2
Qtr 3
Qtr 4
Qtr 1
Qtr 2
Qtr 3
Qtr 4
Qtr 1
2024
2025
2026
59.52h
304.16h
190.01h
193.07h
196.14h
196.14h
165.14h
59.52h
304.16h
190.01h
193.07h
196.14h
196.14h
165.14h
44.2h
113.4h
40h
16.2h
113.4h
5.2h
37.79h
2.5h
17.18h
5h
34.37h
1h
6.87h
1h
6.87h
1.5h
10.31h
28h
12h
4h
4h
2h
2h
2h
2h
40h
8h
8h
8h
4h
4h
4h
4h
15.32h
190.76h
190.01h
193.07h
196.14h
196.14h
125.14h
6h
75.6h
74.4h
75.6h
76.8h
76.8h
54.27h
2h
25.2h
24.8h
25.2h
25.6h
25.6h
16.13h
2h
25.2h
24.8h
25.2h
25.6h
25.6h
22.8h
2h
25.2h
24.8h
25.2h
25.6h
25.6h
15.33h
9.32h
115.16h
115.61h
117.47h
119.34h
119.34h
70.87h
2.31h
26.77h
28.62h
29.08h
29.54h
29.54h
16.15h
2.31h
29.08h
28.62h
29.08h
29.54h
29.54h
18h
2.31h
29.08h
28.62h
29.08h
29.54h
29.54h
18h
2.4h
30.24h
29.76h
30.24h
30.72h
30.72h
18.72h
City of Tempe - Program Management
Page 1

LINKING AGREEMENT 
BETWEEN 
THE CITY OF GLENDALE, ARIZONA 
AND 
WEST YOST & ASSOCIATES, INC. 
EXHIBIT B 
Scope of Work 
Consultant will preform program management services to implement the 2023 City of Glendale Supervisory 
Control and Data Acquisition (SCADA). Additional scope of work will be determined as this  project 
progresses over the next several years additional scope of work phases will be defined. As the phase 
of the project is planned staff will present to City Council.

LINKING AGREEMENT 
BETWEEN 
THE CITY OF GLENDALE, ARIZONA 
AND 
WEST YOST & ASSOCIATES, INC. 
EXHIBIT C 
METHOD AND AMOUNT OF COMPENSATION 
Consultant will be compensated for work completed per attached proprosal. 
NOT TO EXCEED AMOUNT 
The total amount of compensation paid to Contractor for full completion of all work required by the 
Statement of Work must not exceed $800,000  for the entire term of the Agreement. 
DETAILED PROJECT COMPENSATION 
Consultant will be compensated for work completed per attached proposal.

1001 Galaxy Way 
Suite 310 
Concord CA 94520 
925.949.5800 phone 
530.756.5991 fax 
westyost.com 
January 10, 2024 
SENT VIA: EMAIL 
Mark Roye 
Assistant Director of Water Services 
City of Glendale Water Services Department 
Glendale, AZ 85303 
SUBJECT: Proposal for SCADA Master Plan Implementation Program Management Services 
Dear Mr. Roye: 
West Yost is pleased to submit this proposal to the City of Glendale Water Services Department (City) for 
SCADA Master Plan Implementation Program Management Services. Our team (OTCR) is looking forward 
to assisting the City with the planning and implementation of this important Program. 
BACKGROUND 
The recently completed SCADA Master Plan developed for the City utility systems includes program 
management for the duration of the SCADA Master Plan implementation. The purpose of Program 
Management services is to provide technical and management support to the City for the 
implementation of the Master Plan projects. 
The 9 year implementation program presented in the SCADA Master Plan included a recommended 
program management budget. This scope includes services for the first 48 months of the program, after 
which the City will determine if additional support is required. The program management for this effort 
will focus on the coordination and management of the implementation of the following projects as 
identified in the SCADA Master Plan: 
•
Project ID 3 – Organizational Change Management Transition Support
•
Project ID 5 – Service Level Agreement Development
•
Project ID 9 – SCADA Standards Development

Mr. Mark Roye 
January 10, 2024 
Page 2 
 
 
 
X-X-XXX-XXX-XXX
 
SCOPE OF SERVICES 
Task 1 – Program Management is the key task necessary to perform this proposed scope of services and 
is further described below: 
Task 1. Program Management 
The implementation of the SCADA Master Plan is a complex engagement that requires technical and project 
management capabilities. West Yost staff will kick off the program and manage the program, including: 
Task 1.1 Program Management Work Activities 
• 
Program Kickoff Meeting – West Yost will prepare and coordinate a kickoff meeting to 
initiate the project. This meeting will include review of the project approach, scope, and 
project schedule with key City leadership. 
— Prior to the formal kickoff meeting, the project team will prepare content and materials 
to be used throughout the Program for City review and feedback. 
— The project team will develop a detailed plan for program execution. This will include 
regular deliverables, expectations for the program, alignment with City approval 
workflows, and communication protocols. 
• 
Conduct Biweekly Program Progress Meetings – West Yost will facilitate bi-weekly progress 
meetings with key City staff. During these progress meetings, the team will: 
— Discuss program progress and determine the short and long term needs of the program 
to achieve objectives on schedule. This will include such things as procurement, RFP 
development, contractor/consultant outreach, and technical advisory services as 
described below.  
— Meet in person or virtually to review project status, including work completed during 
the latest report period, work anticipated to be completed during the next reporting 
period, identified problems/issues that could affect project budget/expenditures and/or 
schedule, outstanding issues to be resolved, and outstanding action items. 
— Addition of milestones and expected compliance efforts for review processes including 
forms required for obtaining support from the City Information Technology Department  
• 
Developing Program Progress Reports – West Yost will develop templates for program 
progress reports. Reports will be provided with each progress meeting. The team will review 
the status of current and upcoming projects. This will include a summary of design 
milestones and related review of submittals, requests for information, and design 
documents. This includes presentations on the program to City leadership. 
• 
Monitoring and Managing the Program Budget and Schedule – West Yost will review the 
program wide budget and schedule and provide updates during each progress meeting. 
• 
Technical Advisory Services – Provide technical review and support during project re-
scoping sessions to address technical challenges and maintain alignment with strategic 
directives and NIST Cybersecurity Framework (CSF).

Mr. Mark Roye 
January 10, 2024 
Page 3 
 
 
 
X-X-XXX-XXX-XXX
 
• 
Quality Control – Internal QA/QC will be performed for program deliverables prior to final 
submission to the City. 
• 
Program Closeout – West Yost will conduct final project closeout activities, including final 
document delivery and final progress report. The project team will provide a 
comprehensive review of program accomplishments and high level plans for future 
implementation of the program. 
Task 1.2 Project Management and Implementation Work Activities 
This task includes routine project management activities to monitor and control the contract between 
West Yost and the City. The objective of these activities is to track work progress and expenditures 
through proactive communications. 
West Yost will be available to perform Implementation Services for any of the projects identified in this 
scope of work as determined by the City.  
As-needed services will be conducted upon approval by the City. The goal of this task is to provide the 
City with general and technical support to maintain performance and the schedule as summarized in the 
SCADA Master Plan. These services will be provided by a task-by-task basis as defined in the SCADA 
Master Plan. For each task an additional scope may be necessary for West Yost staff. Any additional 
scope will be approved by the City. 
Task 1 Assumptions 
• 
Project update meetings will be held biweekly with key project team members. 
• 
A West Yost staff member will be available to join the biweekly meeting in person, as needed. 
• 
The kickoff meeting will be conducted in-person and will be up to two hours in duration. 
• 
The City will provide a list of current and proposed projects with key City staff (e.g., project 
managers) identified. 
• 
City staff will be available to attend meetings. 
• 
All City stakeholders will be available for a quarterly progress meeting held at the normal weekly time. 
 
Task 1 Deliverables 
• 
West Yost will provide kickoff meeting facilitation materials. 
• 
West Yost will provide weekly progress meeting facilitation materials. 
• 
West Yost will provide Program Updates.

Mr. Mark Roye 
January 10, 2024 
Page 4 
 
 
 
X-X-XXX-XXX-XXX
 
PROJECT BUDGET 
West Yost’s proposed budget for each of the tasks described above is shown in Table 1. West Yost will 
perform the Scope of Services described above on a time and expenses basis with a not-to-exceed 
budget as shown below in Table 1, billed at rates according to the attached 2024 Billing Rate Schedule 
(Attachment A). Any additional services not included in this Scope of Services will be performed only 
after receiving written authorization and a corresponding budget adjustment.  
Table 1. Estimated Project Hours and Budget 
Task 
Level of Effort, 
hours 
Estimated Budget, 
dollars 
Task 1.  Program Management  
3,478 
$800,000 
Total Project Hours and Budget 
3,478 
$800,000 
 
Thank you for providing West Yost with the opportunity to support the City of Glendale Water Services 
Department. We look forward to working with you and your team on this important project. Please call if 
you have any questions. 
Sincerely, 
WEST YOST 
 
 
Daniel Groves, PE 
Engineering Manager 
RCSE #45679 
 
Attachment(s): A. West Yost 2024 Billing Rate Schedule 
B. Program Schedule

West Yost 2024 Billing Rate Schedule 
 
 
 
Attachment A

(Effective January 1, 2024, through December 31, 2024)*
POSITIONS
ENGINEERING
Principal/Vice President
$355
Engineer/Scientist/Geologist Manager I / II
$335 /
$351
Principal Engineer/Scientist/Geologist I / II
$302 /
$322
Senior Engineer/Scientist/Geologist I / II
$272 /
$286
Associate Engineer/Scientist/Geologist I / II
$226 /
$243
Engineer/Scientist/Geologist I / II
$176 /
$205
Engineering Aide
$106
Field Monitoring Services
$131
Administrative I / II / III / IV
$97 /
$121 /
$145 /
$160
ENGINEERING TECHNOLOGY
Engineering Tech Manager I / II
$349 /
$351
Principal Tech Specialist I / II
$320 /
$331
Senior Tech Specialist I / II
$293 /
$306
Senior GIS Analyst
$265
GIS Analyst
$251
Technical Specialist I / II / III / IV
$187 /
$213 /
$239 /
$267
Technical Analyst I / II
$134 /
$160
Technical Analyst Intern
$108
Cross-Connection Control Specialist I / II / III / IV
$140 /
$151 /
$170 /
$189
CAD Manager
$211
CAD Designer I / II
$164 /
$185
CONSTRUCTION MANAGEMENT
Senior Construction Manager
$338
Construction Manager I / II / III / IV
$201 /
$215 /
$228 /
$289
Resident Inspector (Prevailing Wage Groups 4 / 3 / 2 / 1)
$181 /
$201 /
$224 /
$232
Apprentice Inspector
$164
CM Administrative I / II
$87 /
$118
Field Services
$232
2024 Billing Rate Schedule
LABOR CHARGES (DOLLARS PER HOUR)
■  Hourly rates include charges for technology and communication, such as general and CAD computer software,
    telephone calls, routine in-house copies/prints, postage, miscellaneous supplies, and other incidental project expenses.
■  Outside services, such as vendor reproductions, prints, and shipping; major West Yost reproduction efforts; as well as 
    engineering supplies, etc., will be billed at the actual cost plus 15%.
■  The Federal Mileage Rate will be used for mileage charges and will be based on the Federal Mileage Rate applicable to
    when the mileage costs were incurred. Travel other than mileage will be billed at cost.
■  Subconsultants will be billed at actual cost plus 10%.
■  Expert witness services, research, technical review, analysis, preparation, and meetings will be billed at 150% of standard hourly 
    rates. Expert witness testimony and depositions will be billed at 200% of standard hourly rates.
■  A finance charge of 1.5% per month (an annual rate of 18%) on the unpaid balance will be added to invoice amounts
    if not paid within 45 days from the date of the invoice.
* This schedule is updated annually
Page 1 of 2

(Effective January 1, 2024, through December 31, 2024)*
Equipment Charges
EQUIPMENT
2" Purge Pump & Control Box
$300 / day
Aquacalc / Pygmy or AA Flow Meter
$28 / day
Emergency SCADA System
$35 / day
Field Vehicles (Groundwater)
$1.02 / mile
Gas Detector
$80 / day
Generator
$60 / day
Hydrant Pressure Gauge
$10 / day
Hydrant Pressure Recorder, Impulse (Transient)
$55 / day
Hydrant Pressure Recorder, Standard
$40 / day
Low Flow Pump Back Pack
$135 / day
Low Flow Pump Controller
$200 / day
Powers Water Level Meter
$32 / day
Precision Water Level Meter 300ft
$30 / day
Precision Water Level Meter 500ft
$40 / day
Precision Water Level Meter 700ft
$45 / day
QED Sample Pro Bladder Pump
$65 / day
Storage Tank
$20 / day
Sump Pump
$24 / day
Transducer Communications Cable
$10 / day
Transducer Components (per installation)
$23 / day
Trimble GPS – Geo 7x
$220 / day
Tube Length Counter
$22 / day
Turbidity Meter
$30 / day
Turbidity Meter (2100Q Portable)
$35 / day
Vehicle (Construction Management)
$10 / hour
Water Flow Probe Meter
$20 / day
Water Quality Meter
$50 / day
Water Quality Multimeter
$185 / day
Well Sounder
$30 / day
BILLING RATES
2024 Billing Rate Schedule
* This schedule is updated annually
Page 2 of 2

Program Schedule 
 
Attachment B

ID
Project ID Task Name
Duration
Start
Finish
1
City of Glendale - SCADA Master Plan Implementation
22.15 mons Mon 1/1/24
Tue 9/30/25
2
Key Milestones
22.15 mons Mon 1/1/24
Tue 9/30/25
54
1
Program Management and Implementation
13.78 mons Mon 4/29/24
Fri 5/30/25
55
PgM Start
0 days
Mon 4/29/24
Mon 4/29/24
56
Kickoff Meeting
4 hrs
Mon 5/20/24
Mon 5/20/24
57
Project Closeout
1 mon
Thu 5/1/25
Fri 5/30/25
58
PgM End
0 days
Fri 5/30/25
Fri 5/30/25
59
3
Organizational Change Management Transition Support
4 mons
Mon 5/20/24
Thu 9/12/24
60
Develop transition plan
1 mon
Mon 5/20/24
Tue 6/18/24
61
Review plan with WSD and IT Leadership
2 wks
Tue 6/18/24
Tue 7/2/24
62
Present plan to technical staff
10 wks
Tue 7/2/24
Thu 9/12/24
63
5
Service Level Agreement Development 
2 mons
Thu 9/12/24
Thu 11/7/24
64
Audit Existing SLA & Related Access Control
1 mon
Thu 9/12/24
Thu 10/10/24
65
Implement Necessary SLA & Related Access Control
1 mon
Thu 10/10/24
Thu 11/7/24
66
9
SCADA Standards Development 
6 mons
Thu 11/7/24
Thu 5/1/25
67
Graphical Standards
3.13 mons
Thu 11/7/24
Fri 2/7/25
68
Controller Programming Standards
6 mons
Thu 11/7/24
Thu 5/1/25
69
Tagging Standards
1.02 mons
Thu 11/7/24
Mon 12/9/24
70
Alarming Philosophy and Management
4.3 mons
Thu 11/7/24
Fri 3/14/25
4/29
5/30
Nov
Dec
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
, 2024
Qtr 3, 2024
Qtr 4, 2024
Qtr 1, 2025
Qtr 2, 2025
Qtr 3, 2025
Qtr 4, 2025
Qtr 1, 2026
Page 1