220009-CONTRACT-ARIZONA COMMUNITY FOUNDATION 10-6-21.DOCX

CONTRACT SMALL BUSINESS RESILIENCE 
PROGRAM 220009-RFP
This contract is entered into this 20th day of October, 2021 by and between Maricopa County (“County”), a 
political subdivision of the State of Arizona, and Arizona Community Foundation, an Arizona corporation 
(“Contractor”) for the purchase of services for the Maricopa County small business resilience program.
1.0
CONTRACT TERM
1.1
This contract is for the remaining 11 month term, beginning on the 20th day of October, 
2021and ending the 31st day of August, 2022.
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 4 additional year(s), (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.
5.0
PAYMENTS
5.1
As consideration for performance of the duties described herein, County shall pay 
Contractor the sum(s) stated in Exhibit D – Pricing Sheet.
5.2
Payment shall be made upon the County’s receipt of a properly completed invoice.

SERIAL 220009-RFP
5.3
INVOICES
5.3.1
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
 
5.3.2
Labor, services, and maintenance must be billed as a separate line item.
5.3.3
Problems regarding billing or invoicing shall be directed to the department as listed 
on the purchase order.
 
5.3.4
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.
 
5.3.5
Discounts offered in the contract shall be calculated based on the date a properly 
completed invoice is received by the County. 
 
5.3.6
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.
5.4
APPLICABLE TAXES
5.4.1
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.
5.4.2
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

SERIAL 220009-RFP
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.
5.4.3
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).
6.0
AVAILABILITY OF FUNDS
6.1
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.
6.2
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.
7.0
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 
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.
8.0
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.
9.0
DUTIES
9.1
The Contractor shall perform all duties stated in Exhibit B – Scope of Work, or as otherwise 
directed in writing by the procurement officer.

SERIAL 220009-RFP
10.0
TERMS AND CONDITIONS
10.1
INDEMNIFICATION
10.1.1
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.
10.1.2
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.
10.1.3
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.
10.1.4
The scope of this indemnification does not extend to the sole negligence of County.
10.2
INFRINGEMENT DEFENSE AND INDEMNIFICATION
10.2.1
Definitions
For purposes of this section:
10.2.1.1
“Claim” means any cause of action in a third-party action, suit, or 
proceeding against County alleging that Contractor software, or its 
upgrades, modifications, or revisions, as of its delivery date under this 
agreement, infringes a valid U.S. patent, copyright, or trademark.
10.2.1.2
“Participate and Share in the Costs” means Contractor will assist the 
County in the defense of the Claim, to the extent agreed to by the parties, 
except that Contractor shall be solely responsible for any and all costs 
adjudged in a successful Claim against the County.
10.2.1.3
“Third-Party Products” means any products made by a party other than 
Contractor, and may include, without limitation, products ordered by 
County from third parties. However, components of Contractor branded 
products are not Third-Party Products if they are both:
10.2.1.3.1
embedded in Third-Party Products (i.e., not recognizable 
as standalone items); and
10.2.1.3.2
not identified as separate items on Contractor’s price list, 
quotes, order specifications forms, or documentation.

SERIAL 220009-RFP
10.2.2
Defense and Indemnity
Contractor shall defend, and Participate and Share in the Cost, in the full defense 
of the County against any Claim, and will indemnify and hold harmless the County, 
as provided for in this section, for any judgments, settlements, and court awarded 
attorney’s fees resulting from a Claim where the claimant is adjudged the 
successful party in the Claim. Contractor’s obligations under this section are 
conditioned on the following:
10.2.2.1
County promptly notifies Contractor of the Claim, in writing, upon being 
made aware of the Claim;
10.2.2.2
County gives Contractor lead authority control of the defense and (if 
applicable) settlement of the Claim, provided that County’s legal counsel 
may participate in such defense and settlement, at County’s expense; 
and
 
10.2.2.3
County provides all information and assistance reasonably requested by 
Contractor to handle the defense or settlement of the Claim.
10.2.3
Remedial Measures
If software becomes, or Contractor reasonably believes use of software may 
become, the subject of a Claim, Contractor may, at its own expense and option:
10.2.3.1
procure for County the right to continue use of the product;
10.2.3.2
replace or modify the software; or
10.2.3.3
to the extent that neither are deemed commercially practicable, refund 
to County a pro-rated portion of the applicable fees for software based 
on a linear depreciation monthly over a 10-year useful life, in which case 
County will cease all use of software and return it to Contractor.
10.2.4
Exceptions
Contractor will have no defense or indemnity obligation for any Claim based on:
10.2.4.1
modifications by someone other than Contractor;
10.2.4.2
software has been modified by Contractor in accordance with County-
provided specifications or instructions;
10.2.4.3
use or combination by the County of software with Third-Party Products, 
open source, or freeware technology;
10.2.4.4
Third-Party Products, open source, or freeware technology;
10.2.4.5
a product that is used or located by County in a country other than the 
country in which or for which it was supplied by Contractor;
10.2.4.6
possession or use of a product after Contractor has informed County of 
modifications or changes required to avoid such Claim and offered to 
implement those modifications or changes, if such Claim would have 
been avoided by implementation of Contractor's suggestions and to the 
extent County did not provide Contractor with a reasonable opportunity 
to implement Contractor's suggestions; or 
10.2.4.7
the amount of revenue or profits earned, or other value obtained by the 
use of products, or the amount of use of the products.

SERIAL 220009-RFP
10.2.5
The foregoing states Contractor’s entire liability, and County’s sole and exclusive 
remedy, except as provided by law or equity, with respect to any infringement or 
misappropriation of any intellectual property rights of another party.
10.3
INSURANCE
10.3.1
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.
10.3.2
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.
10.3.3
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.
10.3.4
Contractor’s insurance shall be primary insurance as respects County, and any 
insurance or self-insurance maintained by County shall not contribute to it.
10.3.5
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.
10.3.6
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.
10.3.7
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.
10.3.8
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.
10.3.9
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.

SERIAL 220009-RFP
10.3.9.1
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 
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.
10.3.9.2
Automobile Liability
Commercial/Business Automobile Liability insurance with a combined 
single limit for bodily injury and property damage of not less than 
$2,000,000 each occurrence with respect to any of the Contractor’s 
owned, hired, and non-owned vehicles assigned to or used in 
performance of the Contractor’s work or services or use or maintenance 
of the premises under this contract. 
10.3.9.3
Errors and Omissions/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 $1,000,000 for each claim, and $2,000,000 for 
aggregate claims.
10.3.9.4
Crime
Contractor shall maintain Commercial Crime Liability Insurance with a 
limit of not less than $1,000,000 for each occurrence. The policy shall 
include, but not be limited to, coverage for employee dishonesty, fraud, 
theft, or embezzlement.
10.3.9.5
Cyber, Network Security, and Privacy Liability
Cyber, Network Security and Privacy Liability Insurance with a limit of 
not less than $5,000,000 per occurrence. The policy shall include, but 
not be limited to; coverage for all directors, officers, agents and 
employees of the Contractor, losses with respect to network risks (such 
as data breaches, unauthorized access or use, and ID theft of data), 
invasion of privacy (regardless of the type of media involved in the loss 
of private information), crisis management, identity theft response costs, 
breach notification costs, credit remediation, and credit monitoring, 
defense, and claims expenses, regulatory defense costs plus fines and 
penalties, cyber extortion, electronic data restoration expenses (data 
asset protection), network business interruption, computer fraud 
coverage, funds transfer loss, third-party fidelity, theft, no requirement 
for arrest and conviction, and loss outside the premises of the named 
insured.

SERIAL 220009-RFP
10.3.10 Certificates of Insurance
10.3.10.1 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.
10.3.10.2 In the event any insurance policy(ies) required by this contract is (are) 
written on a claims-made basis, coverage shall extend for two years past 
completion and acceptance of Contractor’s work or services and as 
evidenced by annual certificates of insurance.
10.3.10.3 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.
10.3.11 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.
10.4
FORCE MAJEURE
10.4.1
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.
10.4.2
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.
10.4.3
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.

SERIAL 220009-RFP
10.5
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.
10.6
PROCUREMENT CARD ORDERING CAPABILITY
County may opt to use a procurement card (Visa or Master Card) to make payment for 
orders under this contract.
10.7
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.
10.8
PURCHASE ORDERS
10.8.1
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.
10.8.2
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.
10.9
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.
10.10
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.
10.11
STOP WORK ORDER
10.11.1 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

SERIAL 220009-RFP
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:
10.11.1.1
cancel the stop work order; or 
10.11.1.2
terminate the work covered by the order as provided in the 
Termination for Default or the Termination for Convenience clause of 
this contract.
10.11.1.3
The procurement officer may make an equitable adjustment in the 
delivery schedule and/or contract price, and the contract shall be 
modified, in writing, accordingly, if the Contractor demonstrates that 
the stop work order resulted in an increase in costs to the Contractor
10.12
TERMINATION FOR CONVENIENCE
Maricopa County may terminate the resultant contract for convenience by providing 60 
calendar days advance notice to the Contractor.
10.13
TERMINATION FOR DEFAULT
10.13.1 The County may, by written Notice of Default to the Contractor, terminate this 
contract in whole or in part if the Contractor fails to:
10.13.1.1
deliver the supplies or to perform the services within the time specified 
in this contract or any extension; 
10.13.1.2
make progress, so as to endanger performance of this contract; or
10.13.1.3
perform any of the other provisions of this contract.
10.13.2 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.
10.14
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.
10.15
CONTRACTOR EMPLOYEE MANAGEMENT
10.15.1 Contractor shall endeavor to maintain the personnel proposed in their proposal 
throughout the performance of this contract.
10.15.2 If Contractor personnel’s employment status changes, Contractor shall provide 
County a list of proposed replacements with equivalent or greater experience.
10.15.3 Under no circumstances shall the implementation schedule to be impacted by a 
personnel change on the part of the Contractor.
10.15.4 Contractor shall not reassign any key personnel identified in their proposal without 
the express consent of the County.

SERIAL 220009-RFP
10.15.5 County reserves the right to immediately remove from its premises any Contractor 
personnel it determines to be a risk to County operations.
10.15.6 County reserves the right to request the replacement of any Contractor personnel 
at any time, for any reason.
10.16
INSPECTION OF SERVICES
10.16.1 The Contractor shall provide and maintain an inspection system acceptable to 
County covering the services under this contract. Complete records of all 
inspection work performed by the Contractor shall be maintained and made 
available to County during contract performance and for as long afterwards as the 
contract requires.
10.16.2 County has the right to inspect and test all services called for by the contract, to 
the extent practicable at all times and places during the term of the contract. 
County shall perform inspections and tests in a manner that will not unduly delay 
the work.
10.16.3 If any of the services do not conform to contract requirements, County may require 
the Contractor to perform the services again in conformity with contract 
requirements, at no cost to the County. When the defects in services cannot be 
corrected by re-performance, County may:
10.16.3.1
require the Contractor to take necessary action to ensure that future 
performance conforms to contract requirements; and
10.16.3.2
reduce the contract price to reflect the reduced value of the services 
performed.
10.16.4 If the Contractor fails to promptly perform the services again or to take the 
necessary action to ensure future performance in conformity with contract 
requirements, County may:
10.16.4.1
by contract or otherwise, perform the services and charge to the 
Contractor, through direct billing or through payment reduction, any 
cost incurred by County that is directly related to the performance of 
such service; or
10.16.4.2
terminate the contract for default.
10.17
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.
10.18
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,

SERIAL 220009-RFP
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.
10.19
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.
10.20
SUBCONTRACTING
10.20.1 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.
10.20.2 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.
10.21
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.
10.22
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.
10.23
RIGHTS IN DATA
10.23.1 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.
10.23.2 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.
10.24
ACCESS TO AND RETENTION OF RECORDS FOR THE PURPOSE OF AUDIT AND/OR 
OTHER REVIEW
10.24.1 In accordance with Section MC1-373 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

SERIAL 220009-RFP
the department shall have full access to and the right to examine, copy, and make 
use of, any and all said materials.
10.24.2 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.
10.25
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.
10.26
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.
10.27
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.
10.28
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.
10.29
RELATIONSHIPS
10.29.1 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.
10.29.2 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.
10.30
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.)

SERIAL 220009-RFP
10.31
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.
10.32
CERTIFICATION REGARDING DEBARMENT AND SUSPENSION
10.32.1 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:
10.32.1.1 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;
10.32.1.2 have not within a three-year period preceding this contract:
10.32.1.2.1 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
10.32.1.2.2 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;
10.32.1.3 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;
10.32.1.4 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 
10.32.1.5 have not within a three-year period preceding this contract had any 
public transaction (Federal, State or local) terminated for cause or 
default.
10.32.2 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.
10.32.3 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.

SERIAL 220009-RFP
10.33
VERIFICATION REGARDING COMPLIANCE WITH A.R.S. § 41-4401 AND FEDERAL 
IMMIGRATION LAWS AND REGULATIONS
10.33.1 By entering into the contract, the Contractor warrants compliance with the 
Immigration and Nationality Act (INA using E-Verify) and all other Federal 
immigration laws and regulations related to the immigration status of its employees 
and A.R.S. § 23-214(A). The Contractor shall obtain statements from its 
subcontractors certifying compliance and shall furnish the statements to the 
procurement officer upon request. These warranties shall remain in effect through 
the term of the contract. The Contractor and its subcontractors shall also maintain 
Employment Eligibility Verification forms (I-9) as required by the Immigration Reform 
and Control Act of 1986, as amended from time to time, for all employees performing 
work under the contract and verify employee compliance using the E-Verify system 
and shall keep a record of the verification for the duration of the employee’s 
employment or at least three years, whichever is longer. I-9 forms are available for 
download at www.uscis.gov.
10.33.2 The County retains the legal right to inspect documents of Contractor and 
subcontractor employees performing work under this contract to verify compliance 
with paragraph 10.33.1 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.
10.34
CONTRACTOR EMPLOYEE WHISTLEBLOWER RIGHTS AND REQUIREMENT TO 
INFORM EMPLOYEES OF WHISTLEBLOWER RIGHTS
10.34.1 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.
10.34.2 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.
10.34.3 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).
10.35
CONTRACTOR LICENSE REQUIREMENT
10.35.1 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.

SERIAL 220009-RFP
10.36
INFLUENCE
10.36.1 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.
10.36.2 An attempt to influence includes, but is not limited to:
10.36.2.1 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.
10.36.3 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. 
10.37
CONFIDENTIAL INFORMATION
10.37.1 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.
10.37.2 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 
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.
10.37.3 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.
10.38
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.

SERIAL 220009-RFP
10.39
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.
10.40
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.
10.41
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.
10.42
PRICES
Contractor warrants that prices extended to County under this contract are no higher than 
those paid by any other customer for these or similar services.
10.43
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.
10.44
INCORPORATION OF DOCUMENTS
10.44.1 The following are to be attached to and made part of this Contract:
10.44.1.1 Exhibit A – Vendor Information 
10.44.1.2 Exhibit A-1 Budget Summary
10.44.1.3 Exhibit B – Scope of Work
10.45
NOTICES
All notices given pursuant to the terms of this contract shall be addressed to:
For County:
Maricopa County
Office of Procurement Services
160 S. 4th Avenue
Phoenix, Arizona 85003-1647
For Contractor:

SERIAL 220009-RFP
10.46
INQUIRIES
10.46.1 Inquiries concerning information herein must be submitted prior to the question 
deadline date/time posted in the e-procurement platform, Periscope S2G, using 
the link in the “Q&A” tab.
11.51.1 Administrative telephone/email inquiries shall be addressed to:
JOEY MOLINA, PROCUREMENT OFFICER
TELEPHONE: (602) 506-3454 
Joey.molina@maricopa.gov
11.51.2 Inquiries may be submitted by telephone but must be followed up in writing. No 
oral communication is binding on Maricopa County.

SERIAL 220009-RFP
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 220009-RFP
EXHIBIT A
VENDOR INFORMATION
COMPANY NAME:
Arizona Community Foundation
DOING BUSINESS AS (dba):
MAILING ADDRESS:
2201 E. Camelback Rd. #405B, Phoenix, AZ 85016
REMIT TO ADDRESS:
2201 E. Camelback Rd. #405B, Phoenix, AZ 85016
TELEPHONE NUMBER:
602-381-1400
FAX NUMBER:
WWW ADDRESS:
www.azfoundation.org
REPRESENTATIVE NAME:
Morgan Bishop Fraser
REPRESENTATIVE TELEPHONE NUMBER:
602-682-2062
REPRESENTATIVE EMAIL ADDRESS
mbishopfraser@azfoudation.org
 
YES
NO
REBATE
WILL ALLOW OTHER GOVERNMENTAL ENTITIES TO PURCHASE 
FROM THIS CONTRACT: 
WILL ACCEPT PROCUREMENT CARD FOR PAYMENT:
 NET 20 DAYS

SERIAL 220009-RFP
EXHIBIT A-1
BUDGET SUMMARY
  DETAIL   
PROPOSED FEE 
LOAN PROGRAM
(Identify Each Position)
 $ 
 $ 
 $ 
 $ 
 $ 
 $ 
TOTAL SALARY and WAGES: 
 $                                  -   
TOTAL FRINGE BENEFITS:
 $                                  -   
@ Percentage Rate
TOTAL PERSONNELL COSTS
 $                                  -   
$
Comprehensive Time and Materials 
Charges: Host application, generate 
receipt of application notification, vetting
submit grant recommendations to the 
county, update application status in grant 
system, generate award or delcine 
notifications, financial services (hold 
funds, accounting and reporting, Tax ID 
verification, Issue repaymentes, record 
retention, issue 1099's)
686,240.00
$          
Subcontract to Local First: customer 
service (English & Spanish support, 
update applicants with missing 
information, communicate with 
applicants about payment status), 
program marketing and promotion
363,760.00
$          
$
$
$
$
$
$
$
$
TOTAL DIRECT COST:
1,050,000.00
$       
$
TOTAL OF ALL COST CATERGORIES:
$
$
TOTAL INDIRECT COST RATE:
$
@Percentage Rate
%
%
TOTAL OF ALL COST CATEGORIES 
PLUS INDIRECT
COST RATE:
$
$
TOTAL PROFIT @      %
Total Budget
 $        1,050,000.00 
220009 - RFP SMALL BUSINESS RESILIENCE PROGRAM
PROPOSED FEE 
DISPERSMENT 
OF GRANTS 
BUDGET SUMMARY OF COST WORKSHEET
LINE ITEM BUDGET
LINE ITEM          
SALARY and WAGES:
Respondent
Arizona Community Foundation
PROPOSED 
BUDGET 
TECHNICAL 
ASSISTANCE 
Profit
FRINGE BENEFITS:
Indirect Cost Rate:
(If applicable)

SERIAL 220009-RFP
EXHIBIT B 
SCOPE OF WORK
Proposal (5.1.1.1)
The Arizona Community Foundation (ACF) was established in 1978 as a statewide institution by a consortium of 
local banks and visionary leaders. 42 years later, ACF has grown to become one of the top 25 community foundations 
in the country. ACF represents over 1,900 individual funds, over $1.3 Billion in assets, and last year distributed over 
$192.1M through grants, scholarships, and community impact loans, bringing the total value of grants, scholarships, 
and loans awarded since inception to over $1 Billion. ACF is certified in compliance with the National Standards for 
U.S. Community Foundations and has been rated as a four-star charity by Charity Navigator for nine years.
In response to the COVID-19 pandemic, ACF served as a critical community partner to eight municipalities across 
the state who sought to deploy emergency small business and nonprofit relief funds to organizations who were 
adversely impacted by the pandemic. The largest of the programs ACF supported was for Maricopa County where 
distributions totaled nearly $70M in relief funding. In partnership with Maricopa County, ACF provided back-office 
administrative and customer service support to ensure timely and quality distributions of grants to qualified entities. 
Due to the success of the program and impactful partnership with Maricopa County, ACF seeks to administer the 
Small Business Resilience Program.
ACF will partner with Local First Arizona (LFA) for customer service and marketing efforts related the program, as 
outlined below.
Application
ACF will build an online application in English and Spanish on the existing ACF grants portal, mirroring the data 
collection points and qualifications required pursuant to Sections 2.2, 2.3 and 2.4 of Solicitation 220009-RFP Re-
Solicitation. The login link to the portal will be provided on the website of our program sub-contractor and partner, 
LFA. Interested applicants will use a self-sign up to create a profile in the grant system and subsequently may begin 
an eligibility questionnaire to determine eligibility of the business. If an applicant is deemed eligible based on the 
answers provided in the eligibility questionnaire, the applicant will be prompted to begin an application for the 
program. Upon completing and submitting an application, applicants will receive an automated email confirming 
receipt of their submission and set forth expectations for next-steps and timeline of communication regarding the 
outcome of their application.
Customer Service
ACF will partner with LFA to staff customer service needs of the program. ACF will provide status updates, grant 
system access, and application outcomes via a secure server in which LFA will be equipped with the necessary 
information to provide customer service support to inquiring applicants. Technical assistance with the grant portal 
will be available during business-working hours via phone and email in both English and Spanish. LFA will also offer 
office hours for any applicants who seek additional in-person support while completing their application. 
The customer service team will provide applicants with status updates, payment delivery expectations and status 
updates, assistance with providing required documentation, and answering general inquiries related to the program. 
Support will be available in both English and Spanish, written and verbal.
Application Vetting and Disbursement
ACF will dedicate staff to review submissions to the program. The designated team will be trained to review 
qualification criteria of the program. Upon full review of the application submissions, ACF will provide the County, 
via a secure server, access to all applications as well as recommendations (i.e. award, decline, or return application for 
updates).

Applications will be run through a Tax Identification Number (TIN) verification process to ensure proper 
matching of organizational information as submitted by the applicant;

Applications with missing or unclear required data, responses or documents will be unlocked for applicants 
to update and re-submit;

Applications from nonprofit entities will be verified against the IRS database to ensure good standing of the 
organization;

SERIAL 220009-RFP

Applications which are not deemed eligible will be notated as such with a reason as to why the application 
is suggest for declination;

Applications which appear to meet program criteria will be notated as such with a suggested award amount. 
The award amount will be suggested based on year-over-year losses incurred for the look-back period;

All suggested decisions (awarded or declined) will be sent to Maricopa County representative(s) via a secure 
shared file for final review and authorization.
Decisions & Outcome Notifications
After ACF completes vetting and provides Maricopa County with recommended awards and declines, Maricopa 
County will use a designated team to review ACF’s recommendations and perform additional vetting as desired. 
Adjustments made to the recommendations will be shared with ACF along with approval from authorized personnel 
at the County. ACF will use the approved decisions listing to update applicants of their application result. 
The approvals will be sent via email with an attachment which outlines all approved grants, grant amounts, and 
declined grants with reasons for decline. In some cases, the County may request additional information from an 
applicant, which will be facilitated by ACF and LFA. 
Financial Services
Maricopa County will send available funds in regular intervals to a separate fund established fund at the Arizona 
Community Foundation. ACF will use the available funds to send grants to awarded businesses and nonprofits of the 
program after receiving approval from the County. ACF will maintain regular review of grant distributions and 
communicate with grantees to ensure their grants are received. 
ACF will work with the County to reconcile authorized payments from the County against financial records at ACF 
to ensure accurate accounting and management of distributions.
Record Retention and Reporting
ACF will collect and retain copies of all records and back-up related to the project for six years after final payment or 
until the resolution of any audit questions, whichever is longest. 
ACF will provide application reports on a regular basis, no less frequently than once per week. Financial reports will 
be available and regularly shared during the reconciliation process which will occur simultaneous to the application 
period as to provide ongoing review of financial standing. The County may request ACF to run reports ad-hoc, which 
will be provided in response to the request within three business days.
Grant Program Marketing Strategy
LFA will take a robust approach to ensuring the Maricopa County Small Business Resilience Program will be 
advertised and marketed to businesses throughout the region in multiple languages. Based on a self-funded survey 
conducted in 2017, LFA holds a 27% name recognition among households in Maricopa County. We believe based on 
LFA’s 19 years of facilitating programs and services within the county and building trust within the small business 
community, LFA’s marketing efforts will have a significant impact on driving a high number of applicants to meet the 
county’s needs.
LFA has staff fluent in English, Spanish and French, and maintains strong partnerships with community organizations 
that speak fluently in a variety of additional languages. LFA’s Fuerza Local program actively works with over 800 low-
income Spanish-preferred speaking businesses within Maricopa County that they will prioritize in making aware of 
the grants. 
With content produced in both English and Spanish, LFA will target their 50+ local media partners to market the 
program in print, radio and television to ensure businesses are made aware of the grant opportunity. LFA will 
develop and execute an initial marketing plan to activate awareness of the grants the County is making available and 
will activate all areas of marketing identified below on an ongoing basis. 
Through the following outlets, LFA will raise awareness of the grant program to small businesses throughout the 
county including:

SERIAL 220009-RFP

Distributing printed fliers in English and Spanish to community centers, areas of business convenings, and 
door to door to small businesses in the region to ensure they are made aware of the grants available. 

Personalized phone calls and email outreach to businesses who have received support services fromLFA 
and partner organizations in the region. 

Press release creation and distribution to community partners and media in both English and Spanish to 
announce the availability of the grants. 

Convening of partners in the region that have connections to businesses in different districts that speak a 
variety of languages to ensure they are aware of the grants being provided and how businesses can access 
them. 

In-person business networking events planned in the Maricopa County to allow small businesses to network 
and be made aware of the grants that are available. 

In-person office hours made available to businesses in English and Spanish to coach businesses how to apply 
for the grants.

Email newsletters sent to LFA’s list of 25,000+ subscribers to continuously promote the grants.

Graphics and promotional materials in both English and Spanish provided to partner organizations to share 
with their business networks on social media and in email newsletters.

Google advertising to reach businesses searching for grant and financing opportunities online. 

Social media promotion to targeted demographics of small businesses in Maricopa County. 
1099 Distribution
ACF will verify TIN’s throughout the grant program to ensure accurate data for 1099 distributions upon the close of 
the program. ACF will partner with Henry and Horne to complete and distribute 1099’s on behalf of the County to all 
for-profit grant recipients. 
Fee for Service
The program fee, with the assumption the program will distribute $30M in grant outputs, is $1,050,000. In the case 
less funding is distributed, ACF will charge 3.5% of grant dollars which are distributed with a minimum fee of 
$800,000. The minimum fee will be charged at the time of contract execution.
The percentage-based fee charge will occur when the program surpasses $22,860,000 Million in grant distributions. 
The maximum fee is not to exceed $1,050,000. 
The fee encompasses efforts of both ACF and sub-contractor LFA. ACF will support the back-office services of the 
program, including:

Host electronic application through ACF grant portal

Generate receipt of submitted application to applicants

Vetting submitted applications for qualification criteria

Provide recommended grant amounts and recommended declines to County

Update status of application in portal when decisions are made regarding application

Generate status updates to applicants including: award notification, decline notification, need additional 
information notification

Financial Services:
o
Hold funds in separate account at ACF
o
Accounting and reporting 
o
Tax ID verification
o
Issue Payments
o
Record retention
o
Issue 1099’s
LFA will support customer-service, forward-facing efforts of the program including:

Customer service calls and emails in English and Spanish

Customer service office-hours

Program promotion and marketing

Communicate to applicants with missing information (identify missing data and/or documents)

Follow-up communications for payment status