15-CONTRACT-BASIS POLICY RESEARCH-SIGNED.PDF

CONTRACT EDUCATIONAL CONSULTING SERVICES, 
SCHOOLS 240124-RFP 
This contract is entered into this 8th day of May 2024, by and between Maricopa County (“County”), a 
political subdivision of the State of Arizona, and Basis Policy Research LLC, a North Carolina 
corporation (“Contractor”) 
for 
educational 
consulting 
services 
(consultant 
and 
professional 
development) for the Maricopa County School Superintendent’s Office (MCSSO). Other County 
departments may utilize this contract.  
1.0 
2.0 
3.0 
4.0 
CONTRACT TERM 
This contract is for a term of one year and two months, beginning on the 8th of May, 2024 
and ending the 31st of June, 2025. 
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 five additional years, (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. 
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. 
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.

SERIAL# 240124-RFP 
 
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. 
 
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 
• 
Arrival and Completion Time (if applicable) 
• 
Description of purchase (product or services) 
• 
Pricing per unit of purchase 
• 
Extended price 
• 
Mileage with rate (if applicable) 
• 
Total amount due 
  
5.3.2 
Problems regarding billing or invoicing shall be directed to the department as listed 
on the purchase order. 
  
5.3.3 
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 located on the County Department of Finance Vendor 
Registration Web Site (https://www.maricopa.gov/5169/Vendor-Information). 
  
5.3.4 
Discounts offered in the contract shall be calculated based on the date a properly 
completed invoice is received by the County.  
  
5.3.5 
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

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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. 
 
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 municipality 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.

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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. 
 
10.0 
TASK ORDERS 
 
10.1 
The County will award for services for this contract through the Task Order process, and 
using the County’s e-procurement platform. The County reserves the right to select any 
qualified vendor under this contract for Task Orders valued under $25,000 without further 
competition, based on the County’s needs, as long as the work is clearly defined as a 
onetime need and is approved by the Office of Procurement Services (OPS). For service 
requirements valued over $25,000, specific details for services needed will be provided 
and vendors will be given time to respond to the Task Order with their proposed work plan, 
staff, and pricing. The vendor that best meets the need of the County will be awarded the 
Task Order. 
 
10.2 
Award of this contract does not guarantee award of any individual Task Order. The County 
is aware that there may be categories of educational consulting services that have not been 
included in this solicitation but may be useful to the County. In your proposal, explain such 
categories and your firm’s qualifications for such. 
 
11.0 
TERMS AND CONDITIONS 
 
11.1 
INDEMNIFICATION 
 
11.1.1 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 of the contractor, a 
subcontractor, anyone directly or indirectly employed by them, or anyone for 
whose acts they may be liable relating to the performance of this contract. 
 
11.1.2 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. 
 
11.1.3 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. 
 
11.1.4 The scope of this indemnification does not extend to the sole negligence of County. 
 
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

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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. 
 
11.2.9.1 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 
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.

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11.2.9.2 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.  
 
11.2.9.3 Workers’ Compensation 
 
11.2.9.3.1 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.  
 
11.2.9.3.2 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. 
 
11.2.9.4 Errors and Omissions/Professional Liability Insurance 
 
Errors and Omissions (Professional Liability) insurance which will insure 
and provide coverage for errors or omissions or professional liability of 
the contractor, with limits of no 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(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. 
 
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 
301 W. Jefferson, Suite 700, 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

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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. 
 
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: 
 
11.9.1.1 cancel the stop work order; or  
 
11.9.1.2 terminate the work covered by the order as provided in the Termination 
for Default or the Termination for Convenience clause of this contract. 
 
11.9.1.3 The procurement officer may make an equitable adjustment in the 
delivery schedule and/or contract price, and the contract shall be 
modified, in 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:

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11.11.1.1 
deliver the supplies or to perform the services within the time 
specified in this contract or any extension;  
 
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 
CONTRACTOR 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 
TRAINING 
 
Contractor shall provide training services, as needed, to completely train County personnel. 
All training shall take place on-site in Maricopa County, unless otherwise negotiated with 
County. 
 
11.15 
WARRANTY OF SERVICES 
 
11.15.1 
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. 
 
11.15.2 
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.

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11.16 
INSPECTION OF SERVICES 
 
11.16.1 
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. 
 
11.16.2 
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. 
 
11.16.3 
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: 
 
11.16.3.1 require the Contractor to take necessary action to ensure that future 
performance conforms to contract requirements; and 
 
11.16.3.2 reduce the contract price to reflect the reduced value of the services 
performed. 
 
11.16.4 
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: 
 
11.16.4.1 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 
 
11.16.4.2 terminate the contract for default. 
 
11.17 
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. 
 
11.18 
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, 
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.

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11.19 
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. 
 
11.20 
SUBCONTRACTING 
 
11.20.1 
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. 
 
11.20.2 
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. 
 
11.21 
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. 
 
11.22 
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. 
 
11.23 
RIGHTS IN DATA 
 
11.23.1 
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. 
 
11.23.2 
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. 
 
11.24 
ACCESS TO AND RETENTION OF RECORDS FOR THE PURPOSE OF AUDIT AND/OR 
OTHER REVIEW 
 
11.24.1 
In accordance with Section MC1-372 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.

SERIAL# 240124-RFP 
 
11.24.2 
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. 
 
11.25 
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. 
 
11.26 
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. 
11.27 
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. 
 
11.28 
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. 
 
11.29 
RELATIONSHIPS 
 
11.29.1 
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. 
 
11.29.2 
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 a different time period was 
previously approved by the County. 
 
11.30 
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 viewed at https://apps.azsos.gov/public_services/register/2009/46/governor.pdf)

SERIAL# 240124-RFP 
 
11.31 
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. 
 
11.32 
CERTIFICATION REGARDING DEBARMENT AND SUSPENSION 
 
11.32.1 
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: 
 
11.32.1.1 
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; 
 
11.32.1.2 
have not within a three-year period preceding this contract: 
 
11.32.1.2.1 
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 
 
11.32.1.2.2 
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; 
 
11.32.1.3 
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; 
 
11.32.1.4 
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  
 
11.32.1.5 
have not within a three-year period preceding this contract had any 
public transaction (Federal, State or local) terminated for cause or 
default. 
 
11.32.2 
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. 
 
11.32.3 
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# 240124-RFP 
 
11.33 
VERIFICATION REGARDING COMPLIANCE WITH A.R.S. § 41-4401 AND FEDERAL 
IMMIGRATION LAWS AND REGULATIONS 
 
11.33.1 
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. 
 
11.33.2 
The County retains the legal right to inspect documents of Contractor and 
subcontractor employees performing work under this contract to verify compliance 
with paragraph 11.33.1 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. 
 
11.34 
Contractor EMPLOYEE WHISTLEBLOWER RIGHTS AND REQUIREMENT TO INFORM 
EMPLOYEES OF WHISTLEBLOWER RIGHTS 
 
11.34.1 
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. 
 
11.34.2 
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. 
 
11.34.3 
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). 
 
11.35 
CONTRACTOR LICENSE REQUIREMENT 
 
11.35.1 
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 
the Office of Procurement Services and the department of any and all changes 
concerning permits, insurance, or licenses.

SERIAL# 240124-RFP 
 
11.36 
INFLUENCE 
 
11.36.1 
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. 
 
11.36.2 
An attempt to influence includes, but is not limited to: 
 
11.36.2.1 
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. 
 
11.36.3 
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.  
 
11.37 
CONFIDENTIAL INFORMATION 
 
11.37.1 
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. 
 
11.37.2 
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. 
 
11.37.3 
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. 
 
11.38 
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# 240124-RFP 
 
11.39 
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. 
 
11.40 
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. 
 
11.41 
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. 
 
11.42 
FORCED LABOR 
 
11.42.1 
By submitting a bid for this solicitation and/or entering into a contract as a result 
of this solicitation, contractor agrees to comply with all applicable portions of 
Arizona 
Revised 
Statutes 
Section 
35-394. Contracting; 
procurement; 
prohibition; written certification; remedy; termination; exception; definitions. 
 
11.42.2 
Contractor certifies that it does not currently, and agrees for the duration of the 
contract, that it will not use:  
 
11.42.2.1 
The forced labor of ethnic Uyghurs in the People’s Republic of 
China. 
 
11.42.2.2 
Any goods or services produced by the forced labor of ethnic 
Uyghurs in the People’s Republic of China.  
 
11.42.2.3 
Any contractors, subcontractors or suppliers that use the forced 
labor or any good or services produced by the forced labor of ethnic 
Uyghurs in the People’s Republic of China. 
 
11.42.3 
If contractor becomes aware during the term of the agreement that contractor is 
not in compliance with this paragraph, the contractor shall notify the County 
within five business days after becoming aware of the noncompliance. If the 
contractor fails to provide a written certification to the County that the contractor 
has remedied the noncompliance within 180 days after notifying the County of 
its noncompliance, then the agreement terminates, except that if the agreement 
termination date occurs before the end the 180 day period, the agreement 
terminates on the agreement termination date. 
 
11.43 
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. 
 
11.44 
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.

SERIAL# 240124-RFP 
 
11.45 
UNIQUE ENTITY IDENTIFIER (UEI) AND SYSTEM FOR AWARD MANAGEMENT 
REGISTRATION 
 
All 
contractors 
that 
receive 
funding 
must 
have 
a 
UEI 
number 
through 
https://sam.gov/content/entity-registration. Contractor must also remain current with the 
System for Award Management www.sam.gov throughout the term of the contract. 
 
11.46 
RELIGIOUS ACTIVITIES 
 
The contractor agrees that costs, planned or claimed, including costs incurred, shall not 
include any expense for any religious activity. 
 
11.47 
POLITICAL ACTIVITY PROHIBITED 
 
None of the funds, materials, property, or services contributed by the County or the 
contractor under the agreement shall be used in the performance of this agreement for any 
partisan political activity, or to further the election or defeat of any candidate for public 
office. 
 
11.48 
EQUAL EMPLOYMENT OPPORTUNITY 
 
11.48.1 
The contractor shall not discriminate against any employee or applicant for 
employment because of race, age, disability, color, religion, sex, or national 
origin. The contractor shall take affirmative action to ensure applicants are 
employed and that employees are treated during employment without regard to 
their race, age, disability, color, religion, sex, or national origin. Such action shall 
include but is not limited to the following: employment, upgrading, demotion or 
transfer, recruitment, or recruitment advertising, lay-off or termination, rates of 
pay or other forms of compensation, and selection for training, including 
apprenticeship. 
 
11.48.2 
Contractor shall comply with the following provisions: 
 
11.48.2.1 
Title VI and VII of the Civil Rights Act of 1964, as amended (42 
U.S.C. §§ 2000a, et seq.); 
 
11.48.2.2 
The Rehabilitation Act of 1973, as amended (29 U.S.C. §§ 701, et 
seq.); 
 
11.48.2.3 
The Age Discrimination in Employment Act of 1967, as amended 
(29U.S.C. §§ 621, et seq.); 
 
11.48.2.4 
The Americans With Disabilities Act of 1990 (42 U.S.C. §§ 12101, 
et seq.); and Arizona Executive Order 2009-09, as amended, et seq. 
which mandates that all persons shall have equal access to 
employment opportunities. 
 
11.48.2.5 
Contractor understands that the United States has the right to seek 
judicial enforcement of this assurance. 
 
11.49 
CERTIFICATION REGARDING LOBBYING 
 
11.49.1 
Contractor certifies, to the best of their knowledge and belief, that: 
 
11.49.1.1 
No federal appropriated funds have been paid or will be paid, by or 
on behalf of the contractor, to any person for influencing or 
attempting to influence an officer or employee of any agency. This 
applies to a Member of Congress, an officer or employee of 
Congress, or an employee of a Member of Congress in connection

SERIAL# 240124-RFP 
 
with the awarding of any federal contract, the making of any federal 
grant. Including 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. 
 
11.49.2 
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, 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. 
 
11.49.3 
Contractor shall include Lobbying Certification language in the award documents 
for all subcontractors (including sub-grants, and contract under grants, loans, 
and cooperative agreements) and that all sub-recipients shall certify and 
disclose accordingly. 
 
11.49.3.1 
The Lobbying Certification is a material representation of fact upon 
which reliance was placed when this transaction is made or entered 
into. Submission of this certification is prerequisite for making or 
entering into this transaction imposed by section 1352, Title 31, U.S. 
Code. Any successful proposer(s) who fail to file the required 
certification shall be subject to a civil penalty of not less than 
$10,000.00 and not more than $100,000.00 for each such failure. 
 
11.50 
CLEAN AIR ACT & CLEAN WATER ACT 
 
Contractor must comply with all applicable standards, orders, or requirements issued under 
section 306 of the Clean Air Act (42 U.S.C. 7606), section 508 of the Clean Water Act (33 
U.S.C. 1368) Executive Order 11738, and Environmental Protection Agency regulations. 
 
11.51 
ENERGY POLICY AND CONSERVATION ACT 
 
Contractor must adhere to the standards and policies relating to energy efficiency, which 
are contained in the State energy conservation plan issued in compliance with the Energy 
Policy and Conservation Act (Pub. L. 94-163, 89 Stat.871). 
 
11.52 
CONTRACT DISPUTES  
 
All Contract disputes will be handled in accordance with the Maricopa County Procurement 
Code, MCI-906. 
 
11.53 
INCORPORATION OF DOCUMENTS 
 
11.53.1 
The following are to be attached to and made part of this Contract: 
 
11.53.1.1 
EXHIBIT A - VENDOR INFORMATION AND PRICING 
 
11.53.1.2 
EXHIBIT B - SCOPE OF WORK 
 
11.53.1.3 
EXHIBIT C - OFFICE OF PROCUREMENT SERVICES 
CONTRACTOR TRAVEL AND PER DIEM POLICY

SERIAL# 240124-RFP 
 
11.54 
NOTICES 
 
All notices given pursuant to the terms of this contract shall be addressed to: 
 
For County: 
 
Maricopa County 
Office of Procurement Services 
301 W. Jefferson St. Suite 700 
Phoenix, Arizona 85003-1647 
 
 
For Contractor: 
 
Basis Policy Research LLC 
104R NC HWY 54 West, #304 
Carrboro NC 27510 
 
 
11.55 
INQUIRIES 
 
11.55.1 
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. 
 
11.55.2 
Administrative telephone/email inquiries shall be addressed to: 
 
ELIZABETH KUTTNER, PROCUREMENT OFFICER 
TELEPHONE: (602) 506-0099  
elizabeth.kuttner@maricopa.gov 
 
11.55.3 
Inquiries may be submitted by telephone but must be followed up in writing. No 
oral communication is binding on Maricopa County.

SERIAL# 240124-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 
Jeffrey A. Springer, Managing Partner
Basis Policy Research LLC, 104R NC HWY 54 West, #304, Carrboro, NC 27510
03/20/2024

SERIAL# 240124-RFP 
 
EXHIBIT A: VENDOR INFORMATION AND PRICING 
 
COMPANY NAME: 
Basis Policy Research LLC 
DOING BUSINESS AS (dba): 
 
MAILING ADDRESS: 
104R NC HWY 54 West, #304, Carrboro NC 27510 
REMIT TO ADDRESS: 
104R NC HWY 54 West, #304, Carrboro NC 27510 
TELEPHONE NUMBER: 
866-542-7908 
FAX NUMBER: 
888-628-0516 
WWW ADDRESS: 
https://www.basispolicyresearch.com/ 
REPRESENTATIVE NAME: 
Jeffrey A. Springer, Managing Partner 
REPRESENTATIVE  TELEPHONE 
NUMBER: 
866-542-7908 x101 
REPRESENTATIVE EMAIL ADDRESS 
jaspringer@basispolicyresearch.com 
  
   
  
YES 
NO 
REBATE 
WILL ALLOW OTHER GOVERNMENTAL ENTITIES TO 
PURCHASE FROM THIS CONTRACT: 
  
WILL ACCEPT PROCUREMENT CARD FOR PAYMENT: 
  
PAYMENT TERMS: NET 30 DAYS 
 
 
  
 
1.0    FEE PRICING: Indicate fees for the following positions. Fees shall be inclusive of 
general office supplies, faxes, local travel expenses, and general administrative 
functions. (Vendor will provide any additional pricing for specific Task Orders at time 
of Task Order proposal submission). 
POSITION 
FEES/HR 
1.1 MANAGING PARTNER 
$295.00 
1.2 SENIOR RESEARCHER 
$171.00 
1.3 SENIOR DIRECTOR 
$128.00 
1.4 SENIOR ASSOCIATE 
$85.50 
1.5 ASSOCIATE/ANALYST 
$55.50 
1.6 ITSP - IT PROGRAM MANAGER 
$289.50 
1.7 ITSP - IT PROJECT MANAGER 
$208.00 
1.8 ITSP - IT TECHNICAL 
LEAD/DEVELOPER 
$182.00 
1.9 ITSP - IT QUALITY ASSURANCE 
ANALYST 
$130.00 
1.10 ITSP - IT CUSTOMER SUPPORT 
ANALYST  
$130.00 
X

SERIAL# 240124-RFP 
 
EXHIBIT B: SCOPE OF WORK 
 
We organize these Scope of Work areas into three strands of work – Program Evaluation, Technical Assistance, and 
Human Capital Data Management System – with opportunities for targeted Professional Development nested within 
each.  
Our general approach is guided by five [5] principles that we consider prerequisite to meeting the core and evolving 
needs of CSS and its stakeholders: 
1. Understanding the contexts in which CSS and its partner districts lead, instruct, and develop students and 
educators. 
2. Collaborating with CSS and district leadership to design, implement, and report on a comprehensive and 
holistic set of research-based services in support of CSS programs. 
3. Employing both rigorous and creative research methods to inform the formative and summative feedback 
loops that enable continuous program and educator improvement. 
4. Architecting, delivering, and evaluating evidence-informed technical assistance and professional 
development to support program implementation and dynamically address corresponding challenges. 
5. Deploying and supporting a scalable, cloud-based human capital data management system to collect and 
warehouse program data; deliver mission-critical tools such as educator observation, educator goal plans, 
and course rostering; visualize both rolling and summative educator, school, and district-level 
performance evaluation frameworks and their corresponding measures of performance; and enable the 
management and targeted delivery of professional learning content to educators. 
Program Evaluation  
Basis researchers will collaborate with CSS and district leadership to design and deploy formative and summative 
evaluations of CSS programs. These evaluations will span a continuum of research activities to support the 
continued design, development, implementation, and refinement of CSS programs, rigorously measure their 
individual and collective progress toward intended outcomes, and evaluate their sustainability with respect to cost 
feasibility, effectiveness, and benefit. 
Formative evaluations will employ a mixed methods design that pairs CSS program implementation data with 
qualitative insights to provide timely and actionable feedback and supports a shared process of continuous 
improvement. These evaluations will examine why the implementation of CSS programs varies across stakeholders, 
schools, and districts to identify best practices to guide educator professional development, program support, and 
course corrections. By way of example, the continuous monitoring of teachers’ exposure to learning acceleration 
practices (LAP) and identification of barriers impeding teachers’ access to LAP practices would inform and enable 
project, district, and school leadership to provide responsive and differentiated midstream support to participating 
educators (2.4.1.2). Basis researchers produce interim briefs and annual reports to summarize grant progress, 
iteratively address the evaluation’s guiding questions, and offer recommendations for continuous programmatic 
improvement (2.4.1.4.3). 
 
Summative evaluations will assess CSS programs' effectiveness, impact, scalability, and sustainability. Basis 
researchers will employ rigorous methodologies – including quasi-experimental, longitudinal, and mixed methods 
study designs – to generate high-quality evidence on how CSS programs work, for whom, and under what 
conditions. Insights will reveal the effectiveness of CSS programs and offer multi-faceted narratives of impact both 
within and across the diverse populations and contexts comprising partner districts and schools. These evaluations 
will inform CSS leadership on the scalability and sustainability of program components, thereby guiding strategic 
and future program design, development, and implementation. By way of example, a summative evaluation of an 
instructionally focused CSS program would identify instructional practices associated with student learning gains and 
assess their scalability across participating schools and districts (2.3.1.3). Basis researchers design final reporting to 
capture the whole project scope so that targeted audiences understand the full narrative of the program. These 
reports are typically organized by evaluation questions and describe the program’s fidelity of implementation, overall 
effectiveness, differential impacts, and paths to sustainability. 
We emphasize communication throughout the evaluation process, which includes standing meetings, interim 
reporting, and Discover Days. Collaboration ensures local context and priorities remain at the forefront of the 
evaluation and inform each step of our analytic approach. Basis researchers will engage CSS in semiannual Discover 
Day meetings to foster collective sense-making about findings from the program evaluation. These meetings cultivate 
trusting relationships, encourage feedback loops, and inform continuous improvement. Discover Day meetings 
employ a dedicated window of time to dive deeply into evaluation results, co-interpret results with project leadership, 
and develop collective insights to inform adjustments to grant and evaluation efforts.

SERIAL# 240124-RFP 
 
Basis also is prepared to design and facilitate stakeholder professional development (PD) for CSS programs, with a 
focus on preparing stakeholders to implement program components, monitoring the implementation of program 
components, and using results in support of continuous improvement efforts. Our approach to the design and 
facilitation of stakeholder PD is grounded in adult learning theories (Knowles, 2013; McGrath, 2009) and principles of 
effective PD (Desimone 2009), acknowledging adults’ experiential learning, preference for problem-centered learning, 
need for immediate relevance, and desire to be actively involved in the learning process.  
 
Technical Assistance  
We recognize that technical assistance assumes various forms and is contingent on the unique needs and contexts of 
CSS and its partners and stakeholders. We will collaborate with CSS, district, and school leadership to identify these 
specific needs, ensuring our support is precisely targeted and relevant to the immediate priorities of stakeholders. As 
priorities shift and challenges emerge, we will adapt our offerings to meet evolving CSS needs and expectations. 
These offerings include:  
• 
Design, development, validation, and reporting of multiple measures of educator effectiveness aligned with 
Arizona’s Measuring Educator Effective Framework, including annual coordination and calculation of 
multi-measure educator effectiveness ratings. 
• 
Monitoring and evaluating available (or proposed) formative/benchmark and state-administered 
assessments for use in student, educator, and program evaluation frameworks. 
• 
Design, development, and validation of novel assessment, survey, and observation-based performance 
measures, including student academic growth measure (e.g., value-added modeling), for inclusion in 
educator and school effectiveness frameworks. 
• 
Design, development, validation, and evaluation of tools and processes to assess the knowledge, skills, and 
dispositions of principal leader, principal, teacher leader, and teacher candidates. 
• 
Observation instrument development, administration, and validation, inclusive of certified evaluator 
training/monitoring and inter-rater agreement and reliability analysis. 
• 
Survey instrument development, administration, and validation. 
• 
Grant writing services in support in the identification, development, writing, and review of federal, state, 
and local grant applications. 
We also understand that the effectiveness of technical assistance is a function of its quality and accessibility to 
stakeholders across varied educational settings. Accordingly, we prioritize the translation of complex technical 
concepts and methods into user-friendly briefs, memoranda, guidebooks, training materials, and PD sessions. Our 
goal is to empower practitioners to make informed decisions that directly impact teaching and learning outcomes. 
We seek to bridge technical expertise and its practical application, ensuring that insights drawn from these collective 
efforts lead to tangible improvements in educational policy, practice, and outcomes. 
 
Human Capital Data Management System  
Basis will implement, deliver, and support a robust human capital data management system (HCDMS) and decision 
support solution that will enable the programmatic activities of CSS and partner districts. To support this work, we 
will allocate tasks across Basis researchers and contract with an IT Solutions Provider (ITSP) to allocate and house 
all technical project staff to implement, deliver, support, and maintain the HCDMS. To ensure business continuity 
for CSS and its stakeholders, Basis will contract with the same ITSP that has provided services to CSS under the 
auspices of its TIF4, TIF5, and ESSER projects over the last seven school years. 
Annually, and in partnership with CSS, Basis and the ITSP will engage in data management, analytics, and reporting 
to ensure stakeholders receive fair, valid, reliable, and timely information to support their human capital decision-
making. We will produce multi-measure performance scorecards for teachers, reach associates, coaches, school 
leaders, and all other participating school-level personnel.  
We also will employ a scalable, cloud-based platform that (a) visualizes educator, school, and district progress in 
dashboards with layered access; (b) links educators to professional development and learning opportunities; and (c) 
integrates multiple measures into educators’ formative and summative performance evaluations. This robust 
HCDMS will support a wide range of performance metrics, including value-added measures of teacher and school-
level student growth and customizable evaluation forms for multiple educator types (e.g., school administrators, 
instructional coaches, multi-classroom leaders, extended impact teachers, teachers, and reach associates). The 
platform coalesces multiple responsive web applications built largely in ReactJS, .NET CORE, and ASP.NET MVC.

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This platform currently resides entirely in Microsoft Azure Cloud, utilizes SSO (i.e., OAuth 2.0, Identity Server 4), 
REST APIs, and Microsoft SQL Server Data objects, and leverages a Microsoft SQL Server back end.  
Our proposed HCMDS (a) uses the Ed-Fi Data Standard; (b) is securely hosted in Microsoft Azure Cloud Services 
(US West and US East servers only); (c) ensures FERPA compliance through robust security and data protection 
measures; (d) enables access for users across all major web browsers; (e) enables access for users on mobile devices 
(e.g., tablets); and (f) empowers users through intuitive and empathic interfaces.  
Together, Basis and the ITSP offer more than a decade of CSS-specific: 
• 
Expert, large-scale project management involving diverse groups of stakeholders at the state, county, 
district, and school levels. 
• 
Depth and understanding of practitioners’ need to interpret and understand data. 
• 
Visualization of data at educator, department, school, district, and county levels. 
• 
Measurement and statistical expertise, particularly with respect to historical data sets and extant 
methodologies. 
• 
Ability to gather and respond to stakeholder feedback, communicate progress, report on outcomes, ensure 
buy-in and support, and sustain solutions. 
• 
Thoughtful, intuitive, and empathic approach to UI/UX design. 
• 
Dedication to high-quality training, training materials, and customer service. 
• 
Depth of experience and extensive expertise in supporting CSS and its partner districts to make the 
implementation of a HCDMS an efficient and effective enterprise in order to enable tangible improvements 
in educational policy, practice, and outcomes. 
Qualifications & Experience 
Basis Policy Research is an independent research firm specializing in applied analytics, evaluation, technical 
assistance, and technology in early childhood through adult and family education. Since 2009, we have partnered 
with school districts, state departments of education, foundations, non-profits, and private-sector stakeholders to 
offer objective analysis, assess impact, guide decision-making, and enable sustainable solutions. Our work spans 
multiple domains, including Educator Effectiveness; Educator Recruitment, Development, and Retention; School 
Choice; School Climate and Improvement; Higher and Adult Education; Social Impact Programs; Early Childhood 
Education; and Education Finance. We acknowledge the interconnectivity of these domains within the larger 
educational ecosystem and learn and grow from each to support all projects. 
Comprised of experts located across the country, our team employs an approach to collaborative partnerships that 
thrives in complex, highly diverse settings. We leverage a spectrum of modalities to communicate, collaborate, and 
build relationships with our partners, from face-to-face meetings to digital channels like Zoom, Slack, Microsoft 
Teams, and Tresorit. Developed and refined over the course of our present 14-year partnership with CSS, this 
approach positions us to immediately and continuously support CSS programmatic goals and objectives.  
 
Representative Projects 
Since 2009, Basis has led over 100 discrete projects related to human capital management; performance-based 
compensation; school improvement; learning acceleration; classroom and school culture and climate; instructional 
content, practice, and development; and other salient policies, programs, and interventions within early childhood 
through adult and family education. Below please find project summaries representative of our most recent 
contributions to related large-scale partnerships.           
Maricopa Office of the County School Superintendent (CSS)  
Learning Acceleration Partnership (ESSER Funded), Project Dates: 2022 – 2024 
Basis is evaluating the Learning Acceleration Partnership (LAP), a program to accelerate learning for students in six 
districts in Maricopa County. The mixed methods evaluation examines (a) the extent learning acceleration (LA) 
practices are implemented with fidelity, (b) the types of LA practices related to improved instructional outcomes, 
and (c) the impact of the LAP on student academic outcomes. The evaluation includes developing a framework for 
assessing implementation that provides LAP administrators with immediate feedback on performance and using 
propensity score matching to estimate the impact of the LAP on student achievement in participating schools and 
districts. Basis is also supporting a scalable, cloud-based human capital data management system that enables the 
programmatic goals of CSS and its partner districts. 
Teacher Incentive Fund Grants (3, 4 & 5), Project Dates: 2010 – 2022 
CSS was awarded three federal Teacher Incentive Fund (TIF) grants to develop and implement comprehensive 
performance-based compensation and human capital management systems. These TIF initiatives served over 
230,000 students and 15,000 educators in 16 urban, high-need school districts, inclusive of district-level coaches, 
multi-classroom leaders, extended impact teachers, reach associates, and other educators in advanced instructional 
roles. In partnership with CSS, Basis engaged in program evaluation, technical assistance, and extensive,

SERIAL# 240124-RFP 
 
longitudinal data management, analysis, and reporting to ensure that district stakeholders received timely evidence 
to support their human capital management decision-making. This work included the production and evaluation of 
multi-measure performance scorecards for teachers, coaches, and school leaders, as well as the design, development, 
implementation, and support of a scalable, cloud-based human capital management platform. Basis was responsible 
for developing a wide range of educator evaluation performance metrics, including value-added measures of teacher, 
school, and district-level student growth. 
Michigan Department of Education (MDE)  
Statewide System of Support External Evaluation, Project Dates: 2015 – 2029 
Basis is evaluating the MDE Statewide System of Support, a program that provides financial resources to schools 
identified for comprehensive support and improvement (CSI). Basis is using a mixed methods design to evaluate the 
extent (a) school improvement plans have been implemented as intended and (b) academic outcomes in schools 
identified for CSI have improved relative to demographically comparable schools. In addition, Basis researchers 
have used stakeholder interviews to identify persistent needs in schools identified for CSI and barriers to 
implementing school improvement plans. The MDE uses our findings to provide stakeholders with differentiated 
support geared towards accelerating continuous improvement in schools identified for CSI. 
New Schools for New Orleans (NSNO) 
NOLA Teacher and School Leader Grant External Evaluation, Project Dates: 2021 - 2024 
Basis is partnered with NSNO to evaluate the impact of the NOLA TSL grant on teacher and student outcomes in 28 
schools in Louisiana. The NOLA TSL grant provides dedicated funding for six charter management organizations 
(CMOs) in New Orleans to develop and refine their human capital management systems. Basis is using a mixed 
methods design to evaluate whether (a) grant strategies were implemented as intended, (b) teacher retention 
improved in participating schools, and (c) ELL and SPED student performance in participating schools outpaced 
performance in demographically comparable non-participating schools. NSNO is using results from the evaluation 
to inform the design of quarterly talent convenings with stakeholders from participating CMOs.  
Harmony Public Schools (HPS) 
Teacher and School Leader Grant, Project Dates: 2021-2024 
Basis partnered with HPS in Texas in support of their TSL grant to develop an algorithmic solution to match high-
potential school leaders to high-need schools; design, implement, and validate a school health instrument to inform 
comprehensive improvement plans; and design, develop, and launch a human capital data management system to 
administer and visualize both solutions. Basis also partnered with HPS to design and operationalize key performance 
indicators for central office roles previously not evaluated on network, district, and/or school-level operational and 
performance data. 
Kent Intermediate School District (KISD)  
Michigan Health Endowment Fund Behavioral Health Grant, Project Dates: 2021-2024 
Basis is providing research and technical assistance services related to the annual administration of the MI Student 
Voice perception services. The survey is administered statewide in Michigan, with over 33,000 students from 58 
districts completing it in 2023. Technical assistance services include validating the student, teacher, and family 
survey instruments and conducting cognitive interviews with stakeholders. Basis researchers also draft briefs 
focused on social and emotional learning, student engagement, and welcoming school environments. Results have 
been used to inform stakeholders’ efforts to develop and sustain a supportive school culture and climate.

SERIAL# 240124-RFP 
 
EXHIBIT C: OFFICE OF PROCUREMENT SERVICES CONTRACTOR TRAVEL AND PER 
DIEM POLICY 
 
1.0 
All contract-related travel plans and arrangements shall be prior-approved by the County contract 
administrator. 
 
2.0 
Lodging, per diem, and incidental expenses incurred in performance of Maricopa County/Special 
District (County) contracts shall be reimbursed based on current U.S. General Services 
Administration (GSA) domestic per diem rates for Phoenix, Arizona. Contractors must access the 
following internet site to determine rates (no exceptions): www.gsa.gov. 
 
2.1 
Additional incidental expenses (i.e., telephone, fax, internet, and copying charges) shall 
not be reimbursed. They should be included in the contractor’s hourly rate as an overhead 
charge. 
 
2.2 
The County will not (under any circumstances) reimburse for contractor guest lodging, per 
diem, or incidentals. 
 
3.0 
Commercial air travel shall be reimbursed as follows: 
 
3.1 
Coach airfare will be reimbursed by the County. Business class airfare may be allowed 
only when preapproved in writing by the County contract administrator as a result of the 
business needs of the County when there is no lower fare available.  
 
3.2 
The lowest direct flight airfare rate from the contractor’s assigned duty post (pre-defined at 
the time of contract signing) will be reimbursed. Under no circumstances will the County 
reimburse for airfares related to transportation to or from an alternate site. 
 
3.3 
The County will not (under any circumstances) reimburse for contractor guest commercial 
air travel. 
 
4.0 
Rental vehicles may only be used if such use would result in an overall reduction in the total cost 
of the trip, not for the personal convenience of the traveler. Multiple vehicles for the same set of 
travelers for the same travel period will not be permitted without prior written approval by the County 
contract administrator. 
 
4.1 
Purchase of comprehensive and collision liability insurance shall be at the expense of the 
contractor. The County will not reimburse a contractor if the contractor chooses to purchase 
this coverage. 
 
4.2 
Rental vehicles are restricted to sub-compact, compact, or mid-size sedans unless a larger 
vehicle is necessary for cost efficiency due to the number of travelers. (NOTE: Contractors 
shall obtain pre-approval in writing from the County contract administrator prior to rental of 
a larger vehicle.) 
 
4.3 
County will reimburse for parking expenses if free, public parking is not available within a 
reasonable distance of the place of County business. All opportunities must be exhausted 
prior to securing parking that incurs costs for the County. Opportunities to be reviewed are 
the DASH, shuttles, etc. that can transport the contractor to and from County buildings with 
minimal costs. 
 
4.4 
County will reimburse for the lowest rate, long-term, uncovered (covered or enclosed 
parking will not be reimbursed) airport parking only if it is less expensive than shuttle 
service to and from the airport. 
 
4.5 
The County will not (under any circumstances) reimburse the contractor for guest vehicle 
rental(s) or other any transportation costs.

SERIAL# 240124-RFP 
 
5.0 
Contractor is responsible for all costs not directly related to the travel except those that have been 
pre-approved by the County contract administrator. These costs include, but are not limited to, the 
following: in-room movies, valet service, valet parking, laundry service, costs associated with 
storing luggage at a hotel, fuel costs associated with non-County activities, tips that exceed the per 
diem allowance, health club fees, and entertainment costs. Claims for unauthorized travel 
expenses will not be honored and are not reimbursable. 
 
6.0 
Travel and per diem expenses shall be capped at 15 percent of project price unless otherwise 
specified and approved by the County in individual contracts. 
 
7.0 
Contractor shall provide, (upon request) with their invoice(s), copies of receipts supporting travel 
and per diem expenses, and, if applicable, with a copy of the written consent issued by the County 
contract administrator. No travel and per diem expenses shall be paid by County without copies of 
the written consent as described in this policy and copies of all receipts.