220156-CONTRACT-COLLEGE SUCCESS ARIZONA DBA EDUCATION FORWARD AZ .PDF
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CONTRACT MARICOPA COUNTY WORKFORCE CARERR,
COLLEGE, AND CREDENTIAL INITIATIVE (3CI) 220156-RFP
This contract is entered into this 9th day of March, 2022 by and between Maricopa County (“County”), a
political subdivision of the State of Arizona, and College Success Arizona dba Education Forward Arizona,
an Arizona corporation (“Contractor”) to provide evidence-based and/or best practice workforce programs
to students/youth who’ve obtained a high school diploma/GED or are close to obtaining those credentials
and are looking for post-secondary education and career advancement opportunities.
1.0
CONTRACT TERM
1.1
This contract is for a term of one year, three months, beginning on the 9th day of March
2022 and ending the 30th of June 2023.
2.0
OPTION TO RENEW
The County may, at its option and with the concurrence of the Contractor, renew the term of this
contract up to a maximum of One additional year, (or at the County’s sole discretion, extend the
contract on a month-to-month basis for a maximum of six months after expiration). The Contractor
shall be notified in writing by the Office of Procurement Services of the County’s intention to renew
the contract term at least 60 calendar days prior to the expiration of the original contract term.
3.0
CONTRACT COMPLETION
In preparation for contract completion, the Contractor shall make all reasonable efforts for an
orderly transition of its duties and responsibilities to another provider and/or to the County. This
may include, but is not limited to, preparation of a transition plan and cooperation with the County
or other providers in the transition. The transition includes the transfer of all records and other data
in the possession, custody, or control of the Contractor that are required to be provided to the
County either by the terms of this agreement or as a matter of law. The provisions of this clause
shall survive the expiration or termination of this agreement.
4.0
PRICE ADJUSTMENTS
Any requests for reasonable price adjustments must be submitted 60 calendar days prior to
contract expiration. Requests for adjustment in cost of labor and/or materials must be supported
by appropriate documentation. The reasonableness of the request will be determined by comparing
the request with the Consumer Price Index or by performing a market survey. If County agrees to
the adjusted price terms, County shall issue written approval of the change and provide an updated
version of the contract. The new change shall not be in effect until the date stipulated on the
updated version of the contract.
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5.0
FUNDING
5.1
Funding for this contract is from the American Rescue Plan Act—Coronavirus State and
Local Fiscal Recovery Funds administered by the U.S. Treasury, CFDA 21.027.
6.0
PAYMENTS
6.1
As consideration for performance of the duties described herein, County shall pay
Contractor the sum(s) stated in Exhibit A1 – Budget Summary.
6.2
Payment shall be made upon the County’s receipt of a properly completed invoice.
6.3
INVOICES
6.3.1
The contracts will be on a cost-reimbursement basis for the funding provided per
participant, which shall require records of expenditures and the participants to
which they were tied to, and the County shall reimburse the Subrecipient on a net
“0” payments standard. An invoice shall be submitted no less than every thirty days
unless there were no payments made within that thirty-day period. Services are
funded by ALN 21.027.
6.3.2
The subrecipient shall separately list administrative costs.
6.3.3
The Contractor shall submit one legible copy of their detailed invoice before
payment(s) will be made. Incomplete invoices will not be processed. At a
minimum, the invoice must provide the following information:
•
Company name, address, and contact information
•
County bill-to name and contact information
•
Contract serial number
•
County purchase order number
•
Project name and/or number
•
Invoice number and date
•
Payment terms
•
Date of service or delivery
•
Quantity
•
Contract item number(s)
•
Arrival and completion time
•
Description of purchase (product or services)
•
Pricing per unit of purchase
•
Extended price
•
Freight (if applicable)
•
Mileage with rate (if applicable)
•
Total amount due
6.3.4
Problems regarding billing or invoicing shall be directed to the department as listed
on the purchase order.
6.3.5
Payment shall only be made to the Contractor by Accounts Payable through the
Maricopa County Vendor Express Payment Program. This is an electronic funds
transfer (EFT) process. After contract award, the Contractor shall complete the
Vendor Registration Form accessible from the County Department of Finance
Vendor
Registration
Web
Site
https://www.maricopa.gov/5169/Vendor-
Information.
6.3.6
Discounts offered in the contract shall be calculated based on the date a properly
completed invoice is received by the County.
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6.3.7
EFT payments to the routing and account numbers designated by the Contractor
shall include the details on the specific invoices that the payment covers. The
Contractor is required to discuss remittance delivery capabilities with their
designated financial institution for access to those details.
6.4
APPLICABLE TAXES
6.4.1
It is the responsibility of the Contractor to determine any and all applicable taxes
and include those taxes in their proposal. The legal liability to remit the tax is on
the entity conducting business in Arizona. Tax is not a determining factor in
contract award.
6.4.2
The County will look at the price or offer submitted and will not deduct, add, or alter
pricing based on speculation or application of any taxes, nor will the County
provide Contractor any advice or guidance regarding taxes. If you have questions
regarding your tax liability, seek advice from a tax professional prior to submitting
your bid. You may also find information at https://www.azdor.gov/Business.aspx.
Once your bid is submitted, the offer is valid for the time specified in this solicitation,
regardless of mistake or omission of tax liability. If the County finds overpayment
of a project due to tax consideration that was not due, the Contractor will be liable
to the County for that amount, and by contracting with the County agrees to remit
any overpayments back to the County for miscalculations on taxes included in a
bid price.
6.4.3
Tax Indemnification: Contractor and all subcontractors shall pay all Federal, State,
and local taxes applicable to their operation and any persons employed by the
Contractor. Contractor shall, and require all subcontractors to, hold Maricopa
County harmless from any responsibility for taxes, damages, and interest, if
applicable, contributions required under Federal and/or State and local laws and
regulations, and any other costs including: transaction privilege taxes,
unemployment
compensation
insurance,
Social
Security,
and
workers’
compensation. Contractor may be required to establish, to the satisfaction of
County, that any and all fees and taxes due to the City or the State of Arizona for
any license or transaction privilege taxes, use taxes, or similar excise taxes are
currently paid (except for matters under legal protest).
7.0
AVAILABILITY OF FUNDS
7.1
The provisions of this contract relating to payment for services shall become effective when
funds assigned for the purpose of compensating the Contractor as herein provided are
actually available to County for disbursement. The County shall be the sole judge and
authority in determining the availability of funds under this contract. County shall keep the
Contractor fully informed as to the availability of funds.
7.2
If any action is taken by, any State agency, Federal department, or any other agency or
instrumentality to suspend, decrease, or terminate its fiscal obligations under, or in
connection with, this contract, County may amend, suspend, decrease, or terminate its
obligations under, or in connection with, this contract. In the event of termination, County
shall be liable for payment only for services rendered prior to the effective date of the
termination, provided that such services are performed in accordance with the provisions
of this contract. County shall give written notice of the effective date of any suspension,
amendment, or termination under this section, at least 10 days in advance.
8.0
STRATEGIC ALLIANCE for VOLUME EXPENDITURES (SAVE)
The County is a member of the SAVE cooperative purchasing group. SAVE includes the State of
Arizona, many Phoenix metropolitan area municipalities, and many K-12 unified school districts.
Under the SAVE Cooperative Purchasing Agreement, and with the concurrence of the successful
respondent under this solicitation, a member of SAVE may access a contract resulting from a
SERIAL 220156-RFP
solicitation issued by the County. If contractor does not want to grant such access to a member of
SAVE, state so in contractor’s bid. In the absence of a statement to the contrary, the County will
assume that contractor does wish to grant access to any contract that may result from this bid. The
County assumes no responsibility for any purchases by using entities.
9.0
INTERGOVERNMENTAL COOPERATIVE PURCHASING AGREEMENTS (ICPAs)
County currently holds ICPAs with numerous governmental entities. These agreements allow those
entities, with the approval of the Contractor, to purchase their requirements under the terms and
conditions of the County contract. It is the responsibility of the non-County government entity to
perform its own due diligence on the acceptability of the contract under its applicable procurement
rules, processes, and procedures. Certain governmental agencies may not require an ICPA and
may utilize this contract if it meets their individual requirements. Other governmental agencies may
enter into a separate Statement of Work with the Contractor to meet their own requirements. The
County is not a party to any uses of this contract by other governmental entities.
10.0
DUTIES
10.1
The Contractor shall perform all duties to successfully implement and track the contractor’s
Career, Academic and Life Milestones program according to the specifications and budget
stated in Exhibit B – Scope of Work, or as otherwise directed in writing by the procurement
officer.
10.2
Reporting
10.2.1 Contractor shall track and record performance measure data for all services
performed under the contract.
10.2.2 Contractor will be responsible for providing performance and financial reports and
backup documents quarterly to the assistant director. The assistant director may
ask for additional supporting documentation as necessary. Quarterly reports are
due by the 15th day of the month following the end of the quarter. (Quarters run on
a fiscal year basis July 1-June 30):
10.2.2.1 Quarter 1—July 1 through September 30
10.2.2.2 Quarter 2—October 1 through December 30
10.2.2.3 Quarter 3—January 1 through March 30
10.2.2.4 Quarter 4—April 1 through June 30
10.2.3 Quarterly Reports will include:
10.2.3.1 A list of names and contact information of persons receiving or who have
received the Subrecipients services who are eligible for WIOA services.
Subrecipients must understand WIOA program eligibility requirements
as defined in the Arizona DES WIOA Policy and Procedure Manual (Title
I-B Policy and Procedure Manual | Arizona Department of Economic
Security (az.gov)) and are expected to contact the assistant director in
a timely manner regarding questions of eligibility.
10.2.3.2 Performance information/measures on services provided for the prior
three months and must include:
10.2.3.2.1 An executive summary of activities performed.
10.2.3.2.2 Detailed performance as required for each service type.
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10.2.3.2.3 For services provided to underemployed persons, the
Subrecipient shall provide average percentage increases in
wage/salary (estimated or actual) for all persons served.
10.2.3.2.4 Summary demographic information on participants served
which includes gender, race, ethnicity, and age.
10.2.3.3 Detailed financial reports showing expenditures for each program and a
cost per employer and per participant.
10.2.3.4 Information on early education and youth wrap around services provided
including:
10.2.3.4.1 Number of unique families provided early education and
youth wrap around support services
10.2.3.4.2 Average cost of services per participant
10.2.3.4.3 Number of unique families referred to County HS/EHS
Programs.
10.2.4 Annual reports are due by the 15th of each year. Annual reports shall include.
10.2.3.5 Summary performance information on all applicable performance
measure services provide for the prior four quarters.
10.2.3.6 Summary, financial information on services provided including amount
spent by service provided.
10.2.3.7 Projected expenditures and performance levels.
10.2.3.8 An executive summary of all work conducted during the year, barriers to
providing service, plans to address those barriers, and any other
information the County should be aware of.
10.2.5 The contractor will be held accountable for ensuring successful outcomes/goals
for the services they provide
10.2.6 All records must be maintained in an accurate and organized manner and kept in
a secure location.
10.3
Record Keeping
10.3.1 Records maintained by the Contractor shall include:
10.3.1.1 Documentation of the services provided.
10.3.1.2 Financial records.
10.3.1.3 Notations of communications pertinent to the participant’s required
services
10.4
Program Monitoring and Evaluation
10.4.1 County staff will monitor the contractor’s compliance with, and performance under,
the terms and conditions of the agreement and service referrals.
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10.4.2 The contractor shall make available for inspection and/or copying by the
department's monitors, all records and accounts relating to the work performed or
the services provided under the agreement.
10.4.3 The contractor shall be monitored for fiscal, program delivery and contract
compliance annually or more often as needed.
10.4.4 Monitoring shall occur during contractor’s normal business hours, announced or
unannounced.
10.4.5 If the contractor is found to be deficient in any area shall receive written notification
of findings and required corrective actions. The contractor shall provide a written
response outlining corrective actions and steps to ensure findings are corrected
and resolved to preclude future issues.
10.4.6 The contractor shall be responsible for monitoring worksites for those participants
that are engaged in work experience activities.
10.5
Confidentiality of Client Information
10.5.1 The contractor, its personnel, volunteers, interns and subcontractors unless
otherwise exempt, shall adhere to all federal, state and local laws regarding
confidentiality including, but not limited to the Health Insurance Portability and
Accountability Act (HIPAA) Pub. L. No. 1-4-191 (1996) and regulations
promulgated there under.
10.5.2 Personally Identifiable Information (PII) is any data that could potentially identify a
specific individual. The contractor shall ensure information containing participants’
PII is only transmitted securely via electronic method or hard copy.
10.5.3 Prohibition. The contractor’s personnel, subcontractors, volunteers and interns
shall not divulge or release participant information to anyone aside from the County
without a court order.
10.5.4 Subpoenas. If the contractor receives a subpoena requesting records relating to
the Contract, the contractor, shall immediately notify the Assistant Director, and
supply a copy of the subpoena before complying with the subpoena.
10.6
Incident Reporting Requirements
10.6.1 The contractor shall ensure mandatory reporting to Law Enforcement is conducted
pursuant to A.R.S. § 13-3620 and shall report incidents identified as required by
law, licensing regulations and agency policy (as applicable).
10.6.2 The contractor shall ensure incidents involving participants served under the
agreement are reported to program staff.
10.6.3 Contractor to Notify
10.6.3.1
The contractor shall report to the assistant director, incidents involving
participants any incidents impacting the health, safety and welfare of
participants. The contractor shall complete incident reports and shall
exclude identifying information if report is provided to agencies or
individuals not funded under the County contract.
10.6.3.2
Law Enforcement. The contractor shall report incidents to law
enforcement as required by law and according to the contractor’s
policies and procedures.
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10.6.3.1.1 Incident Report Form. All incident reports must be legible
and be signed by the staff who prepared the report as well
as by the staff who approved the report. The completed
report must be sent to the assistant director. The
contractor shall maintain a file of written incident reports
that are available for review by County staff:
10.6.3.1.2 Maricopa County Response to Incident Reports or
Complaints. The Assistant Director shall take the
following steps upon vendor notification of an incident in
this paragraph:
10.6.3.1.2.1 Review the written information to determine
if the incident requires investigation. The
assistant director may direct the contractor
to initiate an internal review and/or request
additional
information
and/or
require
specific action;
10.6.3.1.2.2 If the contractor’s actions are such as to
warrant the concern, the assistant director
shall investigate further or forward the
information to the appropriate authorities;
10.6.3.1.2.3 If the assistant director is not satisfied with
the contractor’s response to an incident,
the assistant director may take any
appropriate action.
11.0
TERMS AND CONDITIONS
11.1.1 INDEMNIFICATION
11.1.2 To the fullest extent permitted by law, and to the extent that claims, damages,
losses, or expenses are not covered and paid by insurance purchased by the
contractor, the contractor shall defend, indemnify, and hold harmless the County
(as Owner), its agents, representatives, officers, directors, officials, and employees
from and against all claims, damages, losses, and expenses (including, but not
limited to attorneys' fees, court costs, expert witness fees, and the costs and
attorneys' fees for appellate proceedings) arising out of, or alleged to have resulted
from, the negligent acts, errors, omissions, or mistakes relating to the performance
of this contract.
11.1.3 Contractor's duty to defend, indemnify, and hold harmless the County, its agents,
representatives, officers, directors, officials, and employees shall arise in
connection with any claim, damage, loss, or expense that is attributable to bodily
injury, sickness, disease, death, or injury to, impairment of, or destruction of
tangible property, including loss of use resulting therefrom, caused by negligent
acts, errors, omissions, or mistakes in the performance of this contract, but only to
the extent caused by the negligent acts or omissions of the contractor, a
subcontractor, anyone directly or indirectly employed by them, or anyone for
whose acts they may be liable, regardless of whether or not such claim, damage,
loss, or expense is caused in part by a party indemnified hereunder.
11.1.4 The amount and type of insurance coverage requirements set forth herein will in
no way be construed as limiting the scope of the indemnity in this section.
11.1.5 The scope of this indemnification does not extend to the sole negligence of County.
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11.2
INSURANCE
11.2.1 Contractor, at Contractor’s own expense, shall purchase and maintain, at a
minimum, the herein stipulated insurance from a company or companies duly
licensed by the State of Arizona and possessing an AM Best, Inc. category rating
of B++. In lieu of State of Arizona licensing, the stipulated insurance may be
purchased from a company or companies, which are authorized to do business in
the State of Arizona, provided that said insurance companies meet the approval of
County. The form of any insurance policies and forms must be acceptable to
County.
11.2.2 All insurance required herein shall be maintained in full force and effect until all
work or service required to be performed under the terms of the contract is
satisfactorily completed and formally accepted. Failure to do so may, at the sole
discretion of County, constitute a material breach of this contract.
11.2.3 In the event that the insurance required is written on a claims-made basis,
Contractor warrants that any retroactive date under the policy shall precede the
effective date of this contract and either continuous coverage will be maintained,
or an extended discovery period will be exercised for a period of two years
beginning at the time work under this contract is completed.
11.2.4 Contractor’s insurance shall be primary insurance as respects County, and any
insurance or self-insurance maintained by County shall not contribute to it.
11.2.5 Any failure to comply with the claim reporting provisions of the insurance policies
or any breach of an insurance policy warranty shall not affect the County’s right to
coverage afforded under the insurance policies.
11.2.6 The insurance policies may provide coverage that contains deductibles or self-
insured retentions. Such deductible and/or self-insured retentions shall not be
applicable with respect to the coverage provided to County under such policies.
Contractor shall be solely responsible for the deductible and/or self-insured
retention and County, at its option, may require Contractor to secure payment of
such deductibles or self-insured retentions by a surety bond or an irrevocable and
unconditional letter of credit.
11.2.7 The insurance policies required by this contract, except Workers’ Compensation
and Errors and Omissions, shall name County, its agents, representatives, officers,
directors, officials, and employees as additional insureds.
11.2.8 The policies required hereunder, except Workers’ Compensation and Errors and
Omissions, shall contain a waiver of transfer of rights of recovery (subrogation)
against County, its agents, representatives, officers, directors, officials, and
employees for any claims arising out of Contractor’s work or service.
11.2.9 If available, the insurance policies required by this contract may be combined with
Commercial Umbrella Insurance policies to meet the minimum limit requirements.
If a Commercial Umbrella insurance policy is utilized to meet insurance
requirements, the Certificate of Insurance shall indicate which lines the
Commercial Umbrella Insurance covers.
10.2.9.1
Commercial General Liability
Commercial General Liability (CGL) insurance and, if necessary,
Commercial Umbrella insurance with a limit of not less than $2,000,000
for each occurrence, $4,000,000 Products/Completed Operations
Aggregate, and $4,000,000 General Aggregate Limit. The policy shall
include coverage for premises liability, bodily injury, broad form property
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damage, personal injury, products and completed operations and
blanket contractual coverage, and shall not contain any provisions which
would serve to limit third party action over claims. There shall be no
endorsement or modifications of the CGL limiting the scope of coverage
for liability arising from explosion, collapse, or underground property
damage.
10.2.9.2
Workers’ Compensation
10.2.9.2.1
Workers’ compensation insurance to cover obligations
imposed by Federal and State statutes having jurisdiction
of Contractor’s employees engaged in the performance of
the work or services under this contract; and Employer’s
Liability insurance of not less than $1,000,000 for each
accident, $1,000,000 disease for each employee, and
$1,000,000 disease policy limit.
10.2.9.2.2 Contractor, its subcontractors, and sub-subcontractors
waive all rights against this contract and its agents, officers,
directors, and employees for recovery of damages to the
extent these damages are covered by the workers’
compensation and Employer’s Liability or Commercial
Umbrella Liability insurance obtained by Contractor, its
subcontractors, and its sub-subcontractors pursuant to this
contract.
10.2.9.3 Professional Liability Insurance
Contractor shall maintain Professional Liability insurance which will
provide coverage for any and all acts arising out of the work or services
performed by the contractor under the terms of this contract, with a limit
of not less than $2,000,000 for each claim.
11.2.10 Certificates of Insurance
11.2.10.1 Prior to contract award, Contractor shall furnish the County with valid
and complete Certificates of Insurance, or formal endorsements as
required by the contract in the form provided by the County, issued by
Contractor’s insurer(s), as evidence that policies providing the required
coverage, conditions and limits required by this contract are in full force
and effect. Such certificates shall identify this contract number and title.
11.2.10.2 In the event any insurance policy required by this contract is written on
a claims-made basis, coverage shall extend for two years past
completion and acceptance of Contractor’s work or services and as
evidenced by annual certificates of insurance.
11.2.10.3 If a policy does expire during the life of the Contract, a renewal certificate
must be sent to County 15 calendar days prior to the expiration date.
11.2.10.4 Certificates of Insurance shall identify Maricopa County as the certificate
holder as follows:
Maricopa County
c/o Risk Management
301 W Jefferson St, Suite 910
Phoenix, AZ 85003
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11.2.11 Cancellation and Expiration Notice
Applicable to all insurance policies required within the insurance requirements of
this contract, Contractor’s insurance shall not be permitted to expire, be
suspended, be canceled, or be materially changed for any reason without 30 days
prior written notice to Maricopa County. Contractor must provide to Maricopa
County, within two business days of receipt, if they receive notice of a policy that
has been or will be suspended, canceled, materially changed for any reason, has
expired, or will be expiring. Such notice shall be sent directly to Maricopa County
Office of Procurement Services and shall be mailed, or hand delivered to
160 S. 4th Avenue, Phoenix, AZ 85003, or emailed to the procurement officer noted
in the solicitation.
11.3
FORCE MAJEURE
11.3.1 Neither party shall be liable for failure of performance, nor incur any liability to the
other party on account of any loss or damage resulting from any delay or failure to
perform all or any part of this contract, if such delay or failure is caused by events,
occurrences, or causes beyond the reasonable control and without negligence of
the parties. Such events, occurrences, or causes include, but are not limited to,
acts of God/nature (including fire, flood, earthquake, storm, hurricane, or other
natural disaster), war, invasion, act of foreign enemies, hostilities (whether war is
declared or not), civil war, riots, rebellion, revolution, insurrection, military or
usurped power or confiscation, terrorist activities, nationalization, government
sanction, lockout, blockage, embargo, labor dispute, strike, and interruption or
failure of electricity or telecommunication service, and pandemic.
11.3.2 Each party, as applicable, shall give the other party notice of its inability to perform
and particulars in reasonable detail of the cause of the inability. Each party must
use best efforts to remedy the situation and remove, as soon as practicable, the
cause of its inability to perform or comply.
11.3.3 The party asserting Force Majeure as a cause for non-performance shall have the
burden of proving that reasonable steps were taken to minimize delay or damages
caused by foreseeable events, that all non-excused obligations were substantially
fulfilled, and that the other party was timely notified of the likelihood or actual
occurrence which would justify such an assertion, so that other prudent
precautions could be contemplated.
11.4
ORDERING AUTHORITY
Any request for purchase shall be accompanied by a valid purchase order issued by a
County department or directed by a Certified Agency Procurement Aid (CAPA) with a
purchase card for payment.
11.5
NO MINIMUM OR MAXIMUM PURCHASE OBLIGATION
This contract does not guarantee any minimum or maximum purchases will be made.
Orders will only be placed under this contract when the County identifies a need and proper
authorization and documentation have been approved.
11.6
PURCHASE ORDERS
11.6.1 County reserves the right to cancel purchase orders within a reasonable period of
time after issuance. Should a purchase order be canceled, the County agrees to
reimburse the Contractor for actual and documentable costs incurred by the
Contractor in response to the purchase order. The County will not reimburse the
Contractor for any costs incurred after receipt of County notice of cancellation, or
for lost profits, or for shipment of product prior to issuance of purchase order.
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11.6.2 Contractor agrees to accept verbal notification of cancellation of purchase orders
from the County procurement officer with written notification to follow. Contractor
specifically acknowledges to be bound by this cancellation policy.
11.7
BACKGROUND CHECK
Respondents may be required to pass multiple background checks (e.g. Sheriff’s Office,
County Attorney's Office, Courts, as well as Maricopa County general government) to
determine if the respondent is acceptable to do business with the County. This applies to,
but is not limited to, the company, subcontractors, and employees, and the failure to pass
these checks shall deem the respondent non-responsible.
11.8
SUSPENSION OF WORK
The procurement officer may order the Contractor, in writing, to suspend, delay, or interrupt
all or any part of the work of this contract for the period of time that the procurement officer
determines appropriate for the convenience of the County. No adjustment shall be made
under this clause for any suspension, delay, or interruption to the extent that performance
would have been so suspended, delayed, or interrupted by any other cause, including the
fault or negligence of the Contractor. No request for adjustment under this clause shall be
granted unless the claim, in an amount stated, is asserted in writing as soon as practicable
after the termination of the suspension, delay, or interruption, but not later than the date of
final payment under the contract.
11.9
STOP WORK ORDER
11.9.1 The procurement officer may, at any time, by written order to the Contractor,
require the Contractor to stop all, or any part, of the work called for by this contract
for a period of 90 calendar days after the order is delivered to the Contractor, and
for any further period to which the parties may agree. The order shall be specifically
identified as a stop work order issued under this clause. Upon receipt of the order,
the Contractor shall immediately comply with its terms and take all reasonable
steps to minimize the incurrence of costs allocable to the work covered by the order
during the period of work stoppage. Within a period of 90 calendar days after a
stop work order is delivered to the Contractor, or within any extension of that period
to which the parties shall have agreed, the procurement officer shall either:
10.9.1.1
cancel the stop work order; or
10.9.1.2
terminate the work covered by the order as provided in the Termination
for Default or the Termination for Convenience clause of this contract.
10.9.1.3
The procurement officer may make an equitable adjustment in the
delivery schedule and/or contract price, and the contract shall be
modified, I
n writing, accordingly, if the Contractor demonstrates that
the stop work order resulted in an increase in costs to the Contractor
11.10
TERMINATION FOR CONVENIENCE
Maricopa County may terminate the resultant contract for convenience by providing 60
calendar days advance notice to the Contractor.
11.11
TERMINATION FOR DEFAULT
11.11.1 The County may, by written Notice of Default to the Contractor, terminate this
contract in whole or in part if the Contractor fails to:
11.11.1.1 10deliver the supplies or to perform the services within the time
specified in this contract or any extension;
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11.11.1.2 make progress, so as to endanger performance of this contract; or
11.11.1.3 perform any of the other provisions of this contract.
11.11.2 The County’s right to terminate this contract under these subparagraphs may be
exercised if the Contractor does not cure such failure within 10 business days (or
more if authorized in writing by the County) after receipt of a Notice to Cure from
the procurement officer specifying the failure.
11.12
PERFORMANCE
It shall be the Contractor’s responsibility to meet the proposed performance requirements.
Maricopa County reserves the right to obtain services on the open market in the event the
Contractor fails to perform, and any price differential will be charged against the Contractor.
11.13
EMPLOYEE MANAGEMENT
11.13.1 Contractor shall endeavor to maintain the personnel proposed in their proposal
throughout the performance of this contract.
11.13.2 If Contractor personnel’s employment status changes, Contractor shall provide
County a list of proposed replacements with equivalent or greater experience.
11.13.3 Under no circumstances shall the implementation schedule to be impacted by a
personnel change on the part of the Contractor.
11.13.4 Contractor shall not reassign any key personnel identified in their proposal without
the express consent of the County.
11.13.5 County reserves the right to immediately remove from its premises any Contractor
personnel it determines to be a risk to County operations.
11.13.6 County reserves the right to request the replacement of any Contractor personnel
at any time, for any reason.
11.14
WARRANTY OF SERVICES
11.14.1 The Contractor warrants that all services provided hereunder will conform to the
requirements of the contract, including all descriptions, specifications, and
attachments made a part of this contract. County’s acceptance of services or
goods provided by the Contractor shall not relieve the Contractor from its
obligations under this warranty.
11.14.2 In addition to its other remedies, County may, at the Contractor's expense, require
prompt correction of any services failing to meet the Contractor's warranty herein.
Services corrected by the Contractor shall be subject to all the provisions of this
contract in the manner and to the same extent as services originally furnished
hereunder.
11.15
USAGE REPORT
The Contractor shall furnish the County a usage report, upon request, delineating the
acquisition activity governed by the contract. The format of the report shall be approved by
the County and shall disclose the quantity and dollar value of each contract item by
individual unit of measure.
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11.16
STATUTORY RIGHT OF CANCELLATION FOR CONFLICT OF INTEREST
Notice is given that, pursuant to A.R.S. § 38-511, the County may cancel any contract
without penalty or further obligation within three years after execution of the contract, if any
person significantly involved in initiating, negotiating, securing, drafting, or creating the
contract on behalf of the County is at any time, while the contract or any extension of the
contract is in effect, an employee or agent of any other party to the contract in any capacity
or consultant to any other party of the contract with respect to the subject matter of the
contract. Additionally, pursuant to A.R.S. § 38-511, the County may recoup any fee or
commission paid or due to any person significantly involved in initiating, negotiating,
securing, drafting, or creating the contract on behalf of the County from any other party to
the contract arising as the result of the contract.
11.17
OFFSET FOR DAMAGES
In addition to all other remedies at Law or Equity, the County may offset from any money
due to the Contractor any amounts Contractor owes to the County for damages resulting
from breach or deficiencies in performance of the contract.
11.18
SUBCONTRACTING
11.18.1 The Contractor may not assign to another Contractor or subcontract to another
party for performance of the terms and conditions hereof without the written
consent of the County. All correspondence authorizing subcontracting must
reference the bid serial number and identify the job or project.
11.18.2 The subcontractor’s rate for the job shall not exceed that of the prime Contractor’s
rate, as bid in the pricing section, unless the prime Contractor is willing to absorb
any higher rates. The subcontractor’s invoice shall be invoiced directly to the prime
Contractor, who in turn shall pass-through the costs to the County, without mark-
up. A copy of the subcontractor’s invoice must accompany the prime Contractor’s
invoice.
11.19
AMENDMENTS
All amendments to this contract shall be in writing and approved/signed by both parties.
Maricopa County Office of Procurement Services shall be responsible for approving all
amendments for Maricopa County.
11.20
ADDITIONS/DELETIONS OF REQUIREMENTS
The County reserves the right to add and/or delete materials and services to a contract. If
a service requirement is deleted, payment to the Contractor will be reduced proportionately
to the amount of service reduced in accordance with the bid price. If additional materials
or services are required from a contract, prices for such additions will be negotiated
between the Contractor and the County.
11.21
RIGHTS IN DATA
11.21.1 The County shall have the use of data and reports resulting from a contract without
additional cost or other restriction except as may be established by law or
applicable regulation. Each party shall supply to the other party, upon request, any
available information that is relevant to a contract and to the performance
thereunder.
11.21.2 Data, records, reports, and all other information generated for the County by a third
party as the result of a contract are the property of the County and shall be provided
in a format designated by the County or shall be and remain accessible to the
County into perpetuity.
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11.22
ACCESS TO AND RETENTION OF RECORDS FOR THE PURPOSE OF AUDIT AND/OR
OTHER REVIEW
11.22.1 In accordance with Section MC1-374 of the Maricopa County Procurement Code,
the Contractor agrees to retain (physical or digital copies of) all books, records,
accounts, statements, reports, files, and other records and back-up documentation
relevant to this contract for six years after final payment or until after the resolution
of any audit questions, which could be more than six years, whichever is longest.
The County, Federal or State auditors and any other persons duly authorized by
the department shall have full access to and the right to examine, copy, and make
use of, any and all said materials.
11.22.2 If the Contractor’s books, records, accounts, statements, reports, files, and other
records and back-up documentation relevant to this contract are not sufficient to
support and document that requested services were provided, the Contractor shall
reimburse Maricopa County for the services not so adequately supported and
documented.
11.23
AUDIT DISALLOWANCES
If at any time it is determined by the County that a cost for which payment has been made
is a disallowed cost, the County shall notify the Contractor in writing of the disallowance.
The course of action to address the disallowance shall be at sole discretion of the County,
and may include either an adjustment to future invoices, request for credit, request for a
check, or a deduction from current invoices submitted by the Contractor equal to the
amount of the disallowance, or to require reimbursement forthwith of the disallowed amount
by the Contractor by issuing a check payable to Maricopa County.
11.24
STRICT COMPLIANCE
Acceptance by County of a performance that is not in strict compliance with the terms of
the contract shall not be deemed to be a waiver of strict compliance with respect to all other
terms of the contract.
11.25
VALIDITY
The invalidity, in whole or in part, of any provision of this contract shall not void or affect
the validity of any other provision of the contract.
11.26
SEVERABILITY
The removal, in whole or in part, of any provision of this contract shall not void or affect the
validity of any other provision of this contract.
11.27
RELATIONSHIPS
11.27.1 In the performance of the services described herein, the Contractor shall act solely
as an independent Contractor, and nothing herein or implied herein shall at any
time be construed as to create the relationship of employer and employee, co-
employee, partnership, principal and agent, or joint venture between the County
and the Contractor.
11.27.2 The County reserves the right of final approval on proposed staff. Also, upon
request by the County, the Contractor will be required to remove any employees
working on County projects and substitute personnel based on the discretion of
the County within two business days, unless previously approved by the County.
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11.28
NON-DISCRIMINATION
Contractor agrees to comply with all provisions and requirements of Arizona Executive
Order 2009-09, including flow down of all provisions and requirements to any
subcontractors. Executive Order 2009-09 supersedes Executive Order 99-4 and amends
Executive Order 75-5 and is hereby incorporated into this contract as if set forth in full
herein. During the performance of this contract, Contractor shall not discriminate against
any employee, client, or any other individual in any way because of that person’s age, race,
creed, color, religion, sex, disability, or national origin. (Arizona Executive Order 2009-09
can
be
downloaded
from
the
Arizona
Memory
Project
at
http://azmemory.azlibrary.gov/cdm/singleitem/collection/execorders/id/680/rec/1.)
11.29
WRITTEN CERTIFICATION PURSUANT to A.R.S. § 35-393.01
If vendor engages in for-profit activity and has 10 or more employees, and if this agreement
has a value of $100,000 or more, vendor 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.
11.30
CERTIFICATION REGARDING DEBARMENT AND SUSPENSION
11.30.1 The undersigned (authorized official signing on behalf of the Contractor) certifies
to the best of his or her knowledge and belief that the Contractor, its current
officers, and directors:
11.30.1.1
are not presently debarred, suspended, proposed for debarment,
declared ineligible, or voluntarily excluded from being awarded any
contract or grant by any United States department or agency or any
state, or local jurisdiction;
11.30.1.2
have not within a three-year period preceding this contract:
11.30.1.2.1 been convicted of fraud or any criminal offense in
connection with obtaining, attempting to obtain, or as the
result of performing a government entity (Federal, State
or local) transaction or contract; or
11.30.1.2.2 been convicted of violation of any Federal or State
antitrust statutes or conviction for embezzlement, theft,
forgery, bribery, falsification or destruction of records,
making false statements, or receiving stolen property
regarding a government entity transaction or contract;
11.30.1.3 are not presently indicted or criminally charged by a government entity
(Federal, State or local) with commission of any criminal offenses in
connection with obtaining, attempting to obtain, or as the result of
performing a government entity public (Federal, State or local)
transaction or contract;
11.30.1.4 are not presently facing any civil charges from any governmental entity
regarding obtaining, attempting to obtain, or from performing any
governmental entity contract or other transaction; and
11.30.1.5 have not within a three-year period preceding this contract had any
public transaction (Federal, State or local) terminated for cause or
default.
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11.30.2 If any of the above circumstances described in the paragraph are applicable to the
entity submitting a bid for this requirement, include with your bid an explanation of
the matter including any final resolution.
11.30.3 The Contractor shall include, without modification, this clause in all lower tier
covered transactions (i.e., transactions with subcontractors or sub-subcontractors)
and in all solicitations for lower tier covered transactions related to this contract. If
this clause is applicable to a subcontractor or sub-subcontractor, the Contractor
shall include the information required by this clause with their bid.
11.30.4 DUNS Number and System for Award Management Registration. Funding for
activities under this contract are provided through federal Department of Labor. All
Contractors that receive federal funding must obtain a Data Universal Numbering
System (DUNS) number through http://fedgov.dnb.com/webform. Contractor must
be registered and remain current with the System for Award Management (SAM)
www.sam.gov. a database of basic business information for contractors that
receive federal funds.
11.31
VERIFICATION REGARDING COMPLIANCE WITH A.R.S. § 41-4401 AND FEDERAL
IMMIGRATION LAWS AND REGULATIONS
11.31.1 By entering into the contract, the Contractor warrants compliance with the
Immigration and Nationality Act (INA using E-Verify) and all other Federal
immigration laws and regulations related to the immigration status of its employees
and A.R.S. § 23-214(A). The Contractor shall obtain statements from its
subcontractors certifying compliance and shall furnish the statements to the
procurement officer upon request. These warranties shall remain in effect through
the term of the contract. The Contractor and its subcontractors shall also maintain
Employment Eligibility Verification forms (I-9) as required by the Immigration Reform
and Control Act of 1986, as amended from time to time, for all employees performing
work under the contract and verify employee compliance using the E-Verify system
and shall keep a record of the verification for the duration of the employee’s
employment or at least three years, whichever is longer. I-9 forms are available for
download at www.uscis.gov.
11.31.2 The County retains the legal right to inspect documents of Contractor and
subcontractor employees performing work under this contract to verify compliance
with paragraph 11.31.1 of this section. Contractor and subcontractor shall be given
reasonable notice of the County’s intent to inspect and shall make the documents
available at the time and date specified. Should the County suspect or find that the
Contractor or any of its subcontractors are not in compliance, the County will
consider this a material breach of the contract and may pursue any and all remedies
allowed by law, including, but not limited to: suspension of work, termination of the
contract for default, and suspension and/or debarment of the Contractor. All costs
necessary to verify compliance are the responsibility of the Contractor.
11.32
CONTRACTOR EMPLOYEE WHISTLEBLOWER RIGHTS AND REQUIREMENT TO
INFORM EMPLOYEES OF WHISTLEBLOWER RIGHTS
11.32.1 The parties agree that this contract and employees working on this contract will be
subject to the Contractor employee whistleblower protections established by Title
41 U.S.C. § 4712 and Section 3.908 of the Federal Acquisition Regulation.
11.32.2 Contractor shall inform its employees in writing, in the predominant language of
the workforce, of employee whistleblower rights and protections under 41 U.S.C.
§ 4712, as described in Section 3.908 of the Federal Acquisition Regulation.
Documentation of such employee notification must be kept on file by Contractor
and copies provided to County upon request.
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11.32.3 Contractor shall insert the substance of this clause, including this paragraph, in all
subcontracts over the simplified acquisition threshold ($250,000 as of fiscal year
2018).
11.33
CONTRACTOR LICENSE REQUIREMENT
11.33.1 The Contractor shall procure all permits, insurance, and licenses, and pay the
charges and fees necessary and incidental to the lawful conduct of his/her
business, and as necessary complete any requirements, by any and all
governmental or non-governmental entities as mandated to maintain compliance
with and remain in good standing. The Contractor shall keep fully informed of
existing and future trade or industry requirements, and Federal, State, and local
laws, ordinances, and regulations which in any manner affect the fulfillment of a
contract and shall comply with the same. Contractor shall immediately notify both
Office of Procurement Services and the department of any and all changes
concerning permits, insurance, or licenses.
11.34
FEDERAL AND STATE CLAUSES
11.34.1 UNIFORM ADMINISTRATIVE REQUIREMENTS
By entering into this contract, the Contractor agrees to comply with all applicable
provisions
of
Title
2,
Subtitle
A,
Chapter
II,
Part
200—UNIFORM
ADMINISTRATIVE REQUIREMENTS, COST PRINCIPLES, AND AUDIT
REQUIREMENTS FOR FEDERAL AWARDS contained in Title 2 C.F.R. § 200 et
seq.
11.35
INFLUENCE
11.35.1 As prescribed in MC1-1203 of the Maricopa County Procurement Code, any effort
to influence an employee or agent to breach the Maricopa County Ethical Code of
Conduct or any ethical conduct, may be grounds for disbarment or suspension
under MC1-902.
11.35.2 An attempt to influence includes, but is not limited to:
10.35.2.1 A person offering or providing a gratuity, gift, tip, present, donation,
money, entertainment or educational passes or tickets, or any type of
valuable contribution or subsidy that is offered or given with the intent to
influence a decision, obtain a contract, garner favorable treatment, or
gain favorable consideration of any kind.
11.35.3 If a person attempts to influence any employee or agent of Maricopa County, the
chief procurement officer, or his designee, reserves the right to seek any remedy
provided by the Maricopa County Procurement Code, any remedy in equity or in
the law, or any remedy provided by this contract.
11.36
CONFIDENTIAL INFORMATION
11.36.1 Any information obtained in the course of performing this contract may include
information that is proprietary or confidential to the County. This provision
establishes the Contractor’s obligation regarding such information.
11.36.2 The Contractor shall establish and maintain procedures and controls that are
adequate to assure that no information contained in its records and/or obtained
from the County or from others in carrying out its functions (services) 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. The Contractor’s
procedures and controls, at a minimum, must be the same procedures and controls
it uses to protect its own proprietary or confidential information. If, at any time
SERIAL 220156-RFP
during the duration of the contract, the County determines that the procedures and
controls in place are not adequate, the Contractor shall institute any new and/or
additional measures requested by the County within 15 business days of the
written request to do so.
11.36.3 Any requests to the Contractor for County proprietary or confidential information
shall be referred to the County for review and approval, prior to any dissemination.
11.37
PUBLIC RECORDS
Under Arizona law, all offers submitted and opened are public records and must be
retained by the County at the Maricopa County Office of Procurement Services. Offers shall
be open to public inspection and copying after contract award and execution, except for
such offers or sections thereof determined to contain proprietary or confidential information
by the Office of Procurement Services. If an offeror believes that information in its offer or
any resulting contract should not be released in response to a public record request, under
Arizona law, the offeror shall indicate the specific information deemed confidential or
proprietary and submit a statement with its offer detailing the reasons that the information
should not be disclosed. Such reasons shall include the specific harm or prejudice which
may arise from disclosure. The records manager of the Office of Procurement Services
shall determine whether the identified information is confidential pursuant to the Maricopa
County Procurement Code.
11.38
INTEGRATION
This contract represents the entire and integrated agreement between the parties and
supersedes
all
prior
negotiations,
proposals,
communications,
understandings,
representations, or agreements, whether oral or written, expressed, or implied.
11.39
GOVERNING LAW
This contract shall be governed by the laws of the State of Arizona. Venue for any actions
or lawsuits involving this contract will be in Maricopa County Superior Court, Phoenix,
Arizona.
11.40
ORDER OF PRECEDENCE
In the event of a conflict in the provisions of this contract and Contractor’s license
agreement, if applicable, the terms of this contract shall prevail.
11.41
INCORPORATION OF DOCUMENTS
11.41.1 The following are to be attached to and made part of this Contract:
10.42.1.1
Exhibit A – Vendor Information
10.42.1.2
Exhibit A1 – Budget Summary
10.42.1.3
Exhibit B – Scope of Work
10.42.1.4 Exhibit C – Certification Regarding Debarment
10.42.1.5
Exhibit D – Accounting Certification Statement
10.42.1.6
Exhibit E – Lobbying Packet
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11.42
NOTICES
All notices given pursuant to the terms of this contract shall be addressed to:
For County:
Maricopa County
Human Services Department
Workforce Development Division
Christopher Williams (CJ)
234 North Central Avenue, 3rd Floor
Phoenix, Arizona 85004
Christopher.williams@maricopa.gov
For Contractor:
College Success Arizona
dba Education Forward Arizona
4747 N. 32nd St. Suite 150
Phoenix, AZ 85018
11.43
INQUIRIES
11.43.1 Administrative telephone/email inquiries shall be addressed to:
IRMA GUZMAN, PROCUREMENT OFFICER
TELEPHONE: (602) 506-8517
Irma.guzman@maricopa.gov
11.43.2 Inquiries may be submitted by telephone but must be followed up in writing. No
oral communication is binding on Maricopa County.
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IN WITNESS WHEREOF, this contract is executed on the date set forth above.
CONTRACTOR
AUTHORIZED SIGNATURE
PRINTED NAME AND TITLE
ADDRESS
DATE
MARICOPA COUNTY
CHAIRMAN, BOARD OF SUPERVISORS
DATE
ATTESTED:
CLERK OF THE BOARD
DATE
APPROVED AS TO FORM:
DEPUTY COUNTY ATTORNEY
DATE
SERIAL 220156-RFP
EXHIBIT A
VENDOR INFORMATION
COMPANY NAME:
College Success Arizona
DOING BUSINESS AS (dba):
Education Forward Arizona
MAILING ADDRESS:
4747 N. 32nd St., Suite 150, Phoenix, AZ 85018
REMIT TO ADDRESS:
4747 N. 32nd St., Suite 150, Phoenix, AZ 85018
TELEPHONE NUMBER:
602-464-6592
FAX NUMBER:
WWW ADDRESS:
www.educationforwardarizona.org
REPRESENTATIVE NAME:
Richard Daniel
REPRESENTATIVE TELEPHONE NUMBER:
602-464-6592
REPRESENTATIVE EMAIL ADDRESS
rdaniel@educationforwardarizona.org
REPRESENTATIVE DUNS
796279334
YES
NO
REBATE
WILL ALLOW OTHER GOVERNMENTAL
ENTITIES TO PURCHASE FROM THIS
CONTRACT:
WILL ACCEPT PROCUREMENT CARD FOR
PAYMENT:
PAYMENT TERMS
NET 0 DAYS
SERIAL 220156-RFP
EXHIBIT A1
BUDGET SUMMARY
CONTRACT
SERVICE:
Wraparound Success Services for Maricopa County
Community College District Students
CONTRACT
PERIOD:
July 1, 2022 -
June 30, 2023 NAME:
Richard Daniel
A.
PERSONNEL
TOTAL
Number of
FTE
Total
Salary for
the
% Allocated
Service
SERVICE
COUNTY
Positions
Level
Position Title
Contract
Period
MCHSD
Percentage
COST
COST
3
1.00
Success Advisers
$
133,560.00
100%
$133,560.00
$133,560.00
1
0.30
Program Manager
of Success Services
$
61,798.00
30%
$17,490.00
$17,490.00
4
TOTAL:
$151,050.00
$151,050.00
B.
FRINGE BENEFITS
TOTAL
COUNTY
ITEM
BASIS
COST
COST
Insurance and Benefits
$28,699.50
$28,699.50
$28,699.50
$28,699.50
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C.
INDIRECT / ADMINISTRATIVE COSTS
TOTAL
COUNTY
ITEM
BASIS
COST
COST
Occupancy, telephone for Success Services staff
$17,500.00
$17,500.00
Operational and HR related expenses
$35,000.00
$35,000.00
TOTAL:
$52,500.00
$52,500.00
D.
TRAVEL
TOTAL
COUNTY
ITEM
BASIS
COST
COST
Driving costs and meals for meetings & events
$9,000.00
$9,000.00
TOTAL:
$9,000.00
$9,000.00
E.
EQUIPMENT
TOTAL
COUNTY
ITEM
BASIS
COST
COST
Computers, printer and related equipment
$12,000.00
$12,000.00
TOTAL:
$12,000.00
$12,000.00
F.
SUPPLIES
TOTAL
COUNTY
ITEM
BASIS
COST
COST
Printing and delivery of student resources
$5,000
$5,000
TOTAL:
$5,000.00
$5,000.00
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G.
CONTRACTUAL
TOTAL
COUNTY
ITEM
TITLE
BASIS
COST
COST
CONNECTION SERVICES
UNIVERSITY AND
COLLEGE
CONNECTIONS
CONNECTION SERVICES
COMMUNITY
COLLEGE
CONNECTIONS
CONNECTION SERVICES
TRADE AND
TECHNICAL
SCHOOL
CONNECTIONS
CONNECTION SERVICES
CAREER
EXPLORATION
AND NAVIGATION
SERVICES
CONNECTION SERVICES
OTHER
CAREER/COLLEGE
CONNECTION
SERVICES
SUPPORT SERVICES
SUPPORT
SERVICES
TOTAL:
$0.00
$0.00
H.
OPERATING EXPENSES
TOTAL
COUNTY
ITEM
BASIS
COST
COST
Events - Food and supplies for events and symposiums
$20,000.00
$20,000.00
Student contact - email, social, text
$19,250.50
$19,250.50
Student stipends/incentives
$87,500.00
$87,500.00
I.
TOTAL:
$126,750.50
$126,750.50
SERIAL 220156-RFP
PROFIT
PROFIT
COST:
$0.00
$0.00
TOTAL
SERVICE
COST:
$385,000.00
$385,000.00
SERIAL 220156-RFP
EXHIBIT B
SCOPE OF WORK
Funding amount requested not to exceed: $385,000.00
EXECUTIVE SUMMARY
Education Forward Arizona’s mission is to advocate for and act on education improvements that
advance the quality of life for all Arizonans.
One way our organization works to increase postsecondary attainment in our state is through our
Success Services program, which enables and empowers students to learn how to create their own toolbox
for success in academics and career, and to practice healthy life skills, all while being supported by a caring
and knowledgeable professional.
Wraparound services include mentoring sessions, enrollment counseling, academic tracking,
financial aid advice, peer networking, professional development sessions, and more. We offer a unique and
comprehensive approach to guide students through Career, Academic and Life Milestones. Success
Advisers typically meet with students in person and maintain ongoing communication throughout the year
via text and email. As we continue to navigate the COVID-19 pandemic, we will continue to serve students
through our holistic model by redesigning events and providing wraparound services through virtual
platforms.
We shall partner with the Maricopa County Community College District to identify and provide
wraparound Success Services for up to 350 students seeking to obtain their postsecondary credential that
will lead to improved career opportunities. Since our services incorporate tasks not included in the other
elements and we provide support for all postsecondary and career options, we have selected 2.5.5 Element
5: Other Career/College Connection Services.
PROGRAMS AND SERVICES
Nearly 70% of all jobs today require a career certificate or a college degree. Yet only 46% of Arizona
residents 25-64 years have completed a 2- or 4-year degree or received a postsecondary credential. The
COVID-19 pandemic has also led to significant declines in student enrollment at colleges and universities
in Arizona, especially among first-generation, low-income, and underserved students. At Arizona
community colleges, enrollment was down more than 16%.
Since our inception, Education Forward Arizona has served students from low-income
backgrounds, who are also usually first-generation students. These students often face lack of family
support, self-esteem, and knowledge about the college experience and resources available. The COVID-
19 pandemic has brought on additional challenges, from financial hardships to health issues and more,
making this a crucial time to provide additional support and resources to ensure students’ successful
persistence and completion of a postsecondary credential.
We shall offer a unique and comprehensive approach to assist students in reaching their
educational and career goals. Experience, observations, and a decade of outcomes has catalyzed an
approach that combines impactful strategies, tactics, and programs, to build trust, mutual accountability,
and deliver enhanced student performance. Through our Career, Academic and Life Milestones, we guide
students through their educational journey. The goal is that students complete each of the milestones as
they relate to the Gallup-Purdue “Bix Six” Index that links those six experiences to preparedness for life
after college.
The Career, Academic, and Life Milestones program was created to further guide students,
maintain consistency, and gather data to track their progress. Goals are created each semester and
progress is tracked at each student interaction. Our Success Services team members (Success Advisors)
are trained in Education Forward Arizona’s proven holistic case-management approach to advising
students. Our experiences indicate that the consistent relationship with a dedicated Success Adviser
ensures accountability and provides the best opportunity to develop a meaningful relationship between
adviser and student. Throughout the year, our Success Advisers offer the following mentoring services:
•
Program Orientation – Opportunity to meet their adviser and review and
commit to program expectations.
•
Mentoring Sessions – Regular interactions conducted in person when
possible and virtually as needed.
•
Academic Enrollment Counseling – Support with enrollment decision to
ensure they stay on track.
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•
Academic Tracking and Semester Analysis – Review of academic
progress to ensure on-time completion.
•
Supplementary Electronic Communications – Additional support to
supplement mentoring sessions.
•
Financial Aid Advocacy and Advice – Support with the FAFSA and
addressing financial issues.
•
Text Messaging Campaign – Important tips and information related to the
milestones, shared via text.
•
Regional Events – Virtual and on-campus peer networking and
professional development opportunities.
•
Mentoring Revolving Milestones – Integrated supports to ensure they
graduate ready for a thriving career.
•
To provide the most effective personalized mentoring services, we will hire three new Success Advisers,
who will serve up to 350 Maricopa County Community College District students during the 2022-2023
academic year. These Success Advisers will be supported by our Program Manager of Success Services.
We have a long-standing relationship with the Maricopa County Community College District, including an
existing mentoring partnership for their EXCEL program. Additionally, Darcy Renfro, Chief Workforce and
Economic Development Officer for the Maricopa County Community College District, serves on our Board
of Directors.
Cost Breakdown
To implement this program, we will be hiring three Success Advisers and leveraging the support of
our Program Manager of Success Services. Our budget includes expenses that allow our Success Advisers
to conduct both in-person and virtual activities, including occupancy, travel, computers, and
communications (e.g. email, social, text, phone). To provide additional support for students and encourage
their participation in the program, we will be offering small stipends/incentives of $250 each. We expect to
incur event-related expenses to provide peer networking and professional development opportunities, as
well as incur costs to create, print and deliver helpful student resources.
Below is a breakdown of the budget costs associated with our program/service, which is also provided in
Attachment D – Pricing Sheet and Itemized Service Budget:
•
Personnel ($151,050) – 3.0 FTE Success Advisers, 0.30 FTE Program
Manager of Success Services
•
Fringe Benefits ($28,700) – Insurance and Benefits
•
Indirect/Administrative Costs ($52,500) – Occupancy, telephone,
operational and HR related expenses
•
Travel ($9,000) – Driving costs and meals for meetings and events
•
Equipment ($12,000) – Computers, printer and related equipment
•
Supplies ($5,000) – Printing and delivery of student resources
•
Operating Expenses ($126,750)
•
Events – food and supplies for events and symposiums
•
Student contact – email, social, text
•
Student stipends and incentives - $250 per student
TOTAL BUDGET: $385,000.00
Description of how the program provides services equitably.
We will accept all interested students identified in partnership with the Maricopa County Community College
District, up to 350 students, to participate in the mentoring program.
All program participants attend a program orientation and are invited to participate in virtual and on-campus
peer networking and professional development events, as well as a Leadership Symposium. We will also
provide all students with helpful resources and share important tips and information via text (Signal Vine).
As previously mentioned, our Success Advisers are trained in our holistic case management approach to
advising students, utilizing the Career, Academic, and Life Milestones to guide students through their
educational journey. Success Advisers offer the full suite of mentoring services to each student, which
SERIAL 220156-RFP
include mentoring sessions, academic enrollment counseling, academic tracking and semester analysis,
financial aid advocacy and advice, and supplementary electronic communications. Each mentor/mentee
relationship is personalized to provide the specific support needed to guide each student toward their
academic and career goals.
Description of how the service leads to career progression/advancement for youth.
The mission of the Success Services team is to increase student persistence by enabling and
empowering each student to learn how to create their own toolbox for success in academics and career,
and to practice healthy life skills, all while being supported by a caring and knowledgeable professional.
College can be a daunting experience, but by partnering with a Success Adviser, students benefit from a
personal adviser helping them to navigate the challenges of college life, academics, and career. Our
Success Advisers serve as a caring source of support and are available via text, email and phone for their
students. They highlight opportunities for success and support in overcoming barriers, make connections
with campus resources, and help students navigate the college system for a smooth transition into their
career.
Detailed description of how outcomes from this service will be tracked.
We evaluate our program and measure progress toward our outputs in three ways. First, our
Success Advisers gauge the level of student engagement in our mentoring program by tracking participation
in meetings and events. Second, we gather qualitative feedback from students directly through post-event
surveys, student meetings at the beginning and end of each semester, and surveys completed at the end
of every academic year. Finally, we determine the number of students in the program and the percentage
that persist into the next year. This information is gathered through the National Student Clearinghouse and
student self-reported data, collected by Success Advisers via mentoring sessions and surveys.
We utilize Salesforce as our database where we track the number of participants enrolled in the
program and any interactions that take place between the student and their Success Adviser. Additionally,
we use Salesforce to track progress toward the Career, Academic and Life Milestones, which may include
activities such as part-time employment, internships, job shadowing or apprenticeships, completing a
resume and cover letter, attending a career fair, and more.
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EXHIBIT C
CERTIFICATION REGARDING DEBARMENT
I Instruction for Certification
1. By signing and submitting this proposal, the prospective recipient of Federal assistance funds is
providing the certification as set out below.
2. The certification in this clause is a material representation of fact upon which reliance was placed
when this transaction was entered into. If it is later determined that the prospective recipient of
Federal assistance funds knowingly rendered an erroneous certification, in addition to other
remedies available to the Federal Government, the U.S. Department of Housing & Urban
Development (HUD) may pursue available remedies, including suspension and/or debarment.,
3. The prospective recipient of Federal assistance funds shall provide immediate written notice to
the person to whom this proposal is submitted if at any time the prospective recipient of Federal
assistance funds learns that its certification was erroneous when submitted or has become
erroneous by reason of changed circumstances.
4. The terms "covered transaction," debarred," "suspended", "ineligible", "lower tier covered
transaction", "participant", ''person", "primary covered transaction", "principal", "proposal", and
"voluntarily excluded", as used in this clause, have the meanings set out in the Definitions and
Coverage sections of rules implementing Executive Order 12549. You may contact the person
to which this proposal is submitted for assistance in obtaining a copy of those regulations.
5. The prospective recipient of Federal assistance funds agrees by submitting this proposal that,
should the proposed covered transaction be entered into, it shall not knowingly enter into any
lower tier covered transaction with a person who is debarred, suspended, declared ineligible or
voluntarily excluded from participation in this covered transaction, unless authorized by HUD.
6. The prospective recipient of Federal assistance funds further agrees by submitting this proposal
that it will include the clause titled "Certification Regarding Debarment, Suspension,
Ineligibility and Voluntary Exclusion - Lower Tier Covered Transactions," without modification,
in all lower tier covered transactions and in all solicitations for lower tier covered transactions.
7. A participant in a covered transaction may rely upon a certification of a prospective participant in
a lower tier covered transaction that it is not debarred, suspended, ineligible, or voluntarily
excluded from the covered transaction, unless it knows that the certification is erroneous. A
participant may decide the method and frequency by which it determines the eligibility of its
principals. Each participant may, but is not required to, check the List of Parties Excluded from
Procurement or Non-procurement Programs.
8. Nothing contained in the foregoing shall be construed to require establishment of a system of
records in order to render in good faith the certification required by this clause. The knowledge
and information of a participant is not required to exceed that which is normally possessed by a
prudent person in the ordinary course of business dealings.
Except for transactions authorized under paragraph 5 of these instructions, if a participant in a
covered transaction knowingly enters into a lower tier transaction with a person who is suspended,
debarred, ineligible or voluntary excluded from participation in this transaction, in addition to other
remedies available to the Federal Government, HUD may pursue available remedies, including
suspension and/or debarment
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This certification is required by the regulations implementing Executive Order 12549, Debarment and
Suspension, 29 CFR Part 98, Section 98.510, participant's responsibilities. The regulations were published
as Part VII of the May 26, 1988, Federal Register (pages 19160-19211).
(Before completing certification, read instructions which are an integral part of the certification)
1.
The prospective recipient of Federal assistance funds certifies, by submission of this
proposal, that neither it, nor its principals, are presently debarred, suspended, proposed
from debarment, declared ineligible, or voluntarily excluded from participation in this
transaction by any Federal department or agency.
2.
Where the prospective recipient of Federal assistance funds is unable to certify to any of the
statements in this certification, such prospective participant shall attach an explanation to this
proposal.
Name and Title of Authorized Representative: Richard Daniel. Executive Vice President & COO
Signature
December 6 2021
Date
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ATTACHMENT D
ACCOUNTING CERTIFICATION STATEMENT
Maricopa County Human Services Department
234 North Central, Suite 3000
Phoenix, Arizona 85004
To Whom It May Concern:
We are Certified Public Accountants and have been engaged to perform a preliminary survey of the
accounting system of:
(Name of applicant)
We understand that as part of the RFP process, the Human Services Department (HSD) requires that
applicants obtain an accounting system certification from an independent CPA. The purpose of such a
review is to provide HSD with certain assurances that the applicant has internal accounting controls and
administrative procedures in place which should provide reasonable assurance that claims for
reimbursement are accurate, costs are allowable under the contract, and that costs are supported by source
documentation.
Because of the limited scope of such a review, we are not able to render an opinion on the accounting
system. However, our review resulted in no exceptions to HSD's criteria as indicated on the attached
checklist.*
This report is intended for use only by HSD and should not be used for any other purposes.
Signature of Accountant
Typed Name of Accountant
Name of Organization
*If the auditors identified exceptions on the checklist, they should state: However, we identified the following
exceptions to HSD'S accounting system criteria: (list exceptions
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EXHIBIT E
LOBBYING PACKET
Public Law 101-121 (31
U.S.C. 1352)
For Reference see Federal Register, dated 2126190,
Vol. 55, No 18 Dear Bidder, Offeror, Contractor, Subcontractor,
Please review the attached forms and respond as appropriate.
Attachment I
In order to enter into an agreement with the Maricopa County for the provision of contract services or to
amend a current agreement you are required to sign the Certification Regarding Lobbying. Please submit it
to this sender with your Proposal, Contract, or Amendment.
Attachment II
If paragraph 2 of Attachment I applies, then complete this Disclosure of Lobbying Activities form and submit
it with the certification.
Instructions
There is a distinction between lobbying and advocacy. As long as "advocacy" does not involve influencing the
obtaining of a specific grant or contract but is merely advocacy for the general benefit of the target population
served, it is not lobbying and there may be no need for certification or disclosure. Each case must be reviewed
individually by the recipient as the recipient is responsible for compliance and sanctions.
Each person shall file a disclosure form at the end of each calendar quarter in which there occurs any event
that materially affects the accuracy of information contained in any disclosure form previously filed.
Certification for Contracts, Grants, Loans, and Cooperative Agreements The undersigned
certifies, to the best of his or her knowledge and belief, that:
1)
No Federal appropriated funds have been paid or will be paid, by or on behalf of the
undersigned, to any person for influencing or attempting to influence an officer or employee of
any agency, a Member of Congress, an officer or employee of Congress, or an employee of a
Member of Congress in connection with the awarding of any Federal contract, the making
of any Federal grant, the making of any Federal loan, the entering into of any cooperative
agreement, and the extension, continuation, renewal, amendment, or modification of any
Federal contract, grant, loan, or cooperative agreement.
2)
If any funds other than Federal appropriated funds have been paid or will be paid to any
person for influencing or attempting to influence an officer or employee of any agency, a
Member of Congress, an officer or employee of congress, or an employee of a Member of
Congress in connection with this Federal contract, grant, loan or cooperative agreement, the
undersigned shall complete and submit Standard Form-LLL, "Disclosure Form to Report
Lobbying," in accordance with its instructions.
3)
The undersigned shall require that the language of this certification be included in the award
documents for all sub- awards at all tiers (including subcontracts, sub-grants, and contracts
under grants, loans, and cooperative agreements) and that all sub-recipients shall certify and
disclose accordingly.
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4)
This certification is a material representation of fact upon which reliance was placed when this
transaction was made or entered into. Submission of this certification is a prerequisite for making
or entering into this transaction imposed by section 1352, Title 31, U. S. Code. Any person who
fails to file the required certification shall be subject to a civil penalty of not less than $10,000 and
not more than $100,000 for each such failure.
Education Forward Arizona
Organization
Richard Daniel
Printed Name
Authorized Signature
Executive Vice President & COO
Title
December 6, 2021
Date