240024-CONTRACT - ILLUMINATIVE STRATEGIES INC.PDF

CONTRACT STRATEGIC CONSULTING SERVICES 
240024-RFP 
This contract is entered into this 28th day of February 2024 by and between Maricopa County (County), a 
political subdivision of the State of Arizona, and Illuminative Strategies Inc., an Illinois corporation 
(Contractor) for the purchase of various consultants’ services for Maricopa County Departments. 
1.0 
CONTRACT TERM 
1.1 
This contract is for a term of two years, beginning on the 1st day of March 2024 and ending 
the 28th day of February 2026.  
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 four 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 A-1 Fee Schedule.

SERIAL 240024-RFP 
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
•
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.

SERIAL 240024-RFP 
Once your bid is submitted, the offer is valid for the time specified in this solicitation, 
regardless of mistake or omission of tax liability. If the County finds overpayment 
of a project due to tax consideration that was not due, the Contractor will be liable 
to the County for that amount, and by contracting with the County agrees to remit 
any overpayments back to the County for miscalculations on taxes included in a 
bid price. 
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

SERIAL 240024-RFP 
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 
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 
INSURANCE 
10.2.1 Contractor, at Contractor’s own expense, shall purchase and maintain, at a 
minimum, the herein stipulated insurance from a company or companies duly 
licensed by the State of Arizona and possessing an AM Best, Inc. category rating 
of B++. In lieu of State of Arizona licensing, the stipulated insurance may be 
purchased from a company or companies, which are authorized to do business in 
the State of Arizona, provided that said insurance companies meet the approval of 
County. The form of any insurance policies and forms must be acceptable to 
County. 
10.2.2 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. 
10.2.3 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. 
10.2.4 Contractor’s insurance shall be primary insurance as respects County, and any 
insurance or self-insurance maintained by County shall not contribute to it.

SERIAL 240024-RFP 
10.2.5 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. 
10.2.6 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. 
10.2.7 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. 
10.2.8 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. 
10.2.9 If available, the insurance policies required by this contract may be combined with 
Commercial Umbrella Insurance policies to meet the minimum limit requirements. 
If a Commercial Umbrella insurance policy is utilized to meet insurance 
requirements, the Certificate of Insurance shall indicate which lines the 
Commercial Umbrella Insurance covers. 
10.2.9.1 Commercial General Liability 
Commercial General Liability (CGL) insurance and, if necessary, 
Commercial Umbrella insurance with a limit of not less than $1,000,000 
for each occurrence, $2,000,000 Products/Completed Operations 
Aggregate, and $2,000,000 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. 
10.2.9.2 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.  
10.2.9.3 Workers’ Compensation 
10.2.9.3.1 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.

SERIAL 240024-RFP 
10.2.9.3.2 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. 
10.2.9.4 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. 
10.2.9.5 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. 
10.2.10 Certificates of Insurance 
10.2.10.1 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. 
10.2.10.2 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. 
10.2.10.3 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. 
10.2.11 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

SERIAL 240024-RFP 
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 St. Suite 700, Phoenix, AZ 85003, or emailed to the procurement officer 
noted in the solicitation. 
10.3 
FORCE MAJEURE 
10.3.1 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. 
10.3.2 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. 
10.3.3 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. 
10.4 
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. 
10.5 
PROCUREMENT CARD ORDERING CAPABILITY 
County may opt to use a procurement card (Visa or Master Card) to make payment for 
orders under this contract. 
10.6 
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. 
10.7 
PURCHASE ORDERS 
10.7.1 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.

SERIAL 240024-RFP 
10.7.2 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. 
10.8 
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. 
10.9 
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. 
10.10 
STOP WORK ORDER 
10.10.1 The procurement officer may, at any time, by written order to the Contractor, 
require the Contractor to stop all, or any part, of the work called for by this contract 
for a period of 90 calendar days after the order is delivered to the Contractor, and 
for any further period to which the parties may agree. The order shall be specifically 
identified as a stop work order issued under this clause. Upon receipt of the order, 
the Contractor shall immediately comply with its terms and take all reasonable 
steps to minimize the incurrence of costs allocable to the work covered by the order 
during the period of work stoppage. Within a period of 90 calendar days after a 
stop work order is delivered to the Contractor, or within any extension of that period 
to which the parties shall have agreed, the procurement officer shall either: 
10.10.1.1 cancel the stop work order; or  
10.10.1.2 terminate the work covered by the order as provided in the Termination 
for Default or the Termination for Convenience clause of this contract. 
10.10.1.3 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. 
10.11 TERMINATION FOR CONVENIENCE 
Maricopa County may terminate the resultant contract for convenience by providing 60 
calendar days advance notice to the Contractor. 
10.12 
TERMINATION FOR DEFAULT 
10.12.1 The County may, by written Notice of Default to the Contractor, terminate this 
contract in whole or in part if the Contractor fails to: 
10.12.1.1 deliver the supplies or to perform the services within the time specified 
in this contract or any extension;

SERIAL 240024-RFP 
 
 
10.12.1.2 make progress, so as to endanger performance of this contract; or 
 
10.12.1.3 perform any of the other provisions of this contract. 
 
10.12.2 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. 
 
10.13 
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. 
 
10.14 
CONTRACTOR EMPLOYEE MANAGEMENT 
 
10.14.1 Contractor shall endeavor to maintain the personnel proposed in their proposal 
throughout the performance of this contract. 
 
10.14.2 If Contractor personnel’s employment status changes, Contractor shall provide 
County a list of proposed replacements with equivalent or greater experience. 
 
10.14.3 Under no circumstances shall the implementation schedule to be impacted by a 
personnel change on the part of the Contractor. 
 
10.14.4 Contractor shall not reassign any key personnel an awarded Task Order without 
the express consent of the County. 
 
10.14.5 County reserves the right to immediately remove from its premises any Contractor 
personnel it determines to be a risk to County operations. 
 
10.14.6 County reserves the right to request the replacement of any Contractor personnel 
at any time, for any reason. 
 
10.15 
TRAINING 
 
Contractor shall provide training services as applicable to County personnel in the use and 
care of the equipment. All training shall take place on-site in Maricopa County, unless 
otherwise negotiated with County. 
 
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:

SERIAL 240024-RFP 
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, 
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

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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 MC1-372 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. 
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.

SERIAL 240024-RFP 
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. 
10.29.3 The County reserves the right of final approval on proposed staff for all Task 
Orders.  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 (2) 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 viewed at https://apps.azsos.gov/public_services/register/2009/46/governor.pdf). 
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;

SERIAL 240024-RFP 
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. 
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

SERIAL 240024-RFP 
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. 
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

SERIAL 240024-RFP 
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. 
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 
FORCED LABOR 
10.42.1 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

SERIAL 240024-RFP 
Revised Statutes Section 35-394. Contracting; procurement; prohibition; written 
certification; remedy; termination; exception; definitions. 
10.42.2 Contractor certifies that it does not currently, and agrees for the duration of the 
contract, that it will not use: 
10.42.2.1 The forced labor of ethnic Uyghurs in the People’s Republic of China. 
10.42.2.2 Any goods or services produced by the forced labor of ethnic Uyghurs 
in the People’s Republic of China. 
10.42.2.3 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. 
10.42.3 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. 
10.43 
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.  
10.44 
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. 
10.45 
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. 
10.46 
RELIGIOUS ACTIVITIES 
The contractor agrees that costs, planned or claimed, including costs incurred, shall not 
include any expense for any religious activity. 
10.47 
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. 
10.48 
EQUAL EMPLOYMENT OPPORTUNITY 
10.48.1 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,

SERIAL 240024-RFP 
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. 
10.48.2 Contractor shall comply with the following provisions: 
10.48.2.1 Title VI and VII of the Civil Rights Act of 1964, as amended (42 U.S.C. 
§§ 2000a, et seq.);
10.48.2.2 The Rehabilitation Act of 1973, as amended (29 U.S.C. §§ 701, et seq.); 
10.48.2.3 The Age Discrimination in Employment Act of 1967, as amended 
(29U.S.C. §§ 621, et seq.); 
10.48.2.4 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. 
10.48.2.5 Contractor understands that the United States has the right to seek 
judicial enforcement of this assurance. 
10.49 
CERTIFICATION REGARDING LOBBYING 
10.49.1 Contractor certifies, to the best of their knowledge and belief, that: 
10.49.1.1 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 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. 
10.49.2 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. 
10.49.3 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. 
10.49.3.1 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.

SERIAL 240024-RFP 
10.50 
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. 1857(h), section 508 of the Clean Water Act 
(33 U.S.C. 1368) Executive Order 11738, and Environmental Protection Agency 
regulations (40 CFR part 15) 
10.51 
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). 
10.52 
TASK ORDER PROCESS 
The County reserves the right to select any contractor under this contract for Task Orders 
under $25,000 without completion of any other procurement action when the Procurement 
Officer determines that it is in the County’s best interest.  Vendors receiving an award under 
this contract will be notified of requirements valued over $25,000 and they will be given 
time to respond to the Task Order with their proposed work plan, staff and price.  The 
vendor that best meets the need of the county will be awarded the Task Order 
.  
10.53 
INCORPORATION OF DOCUMENTS 
10.53.1 The following are to be attached to and made part of this Contract: 
10.53.1.1 Exhibit A – Vendor Information 
10.53.1.2 Exhibit A-1 Fee Schedule 
10.53.1.3 Exhibit B – Scope of Work 
10.53.1.4 Exhibit C – Office of Procurement Services Contractor Travel and Per 
Diem Policy 
10.54 
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:

SERIAL 240024-RFP 
 
 
10.55 
INQUIRIES 
 
10.55.1 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. 
 
10.55.2 Administrative telephone/email inquiries shall be addressed to: 
 
LAWRENCE RUSSELL, PROCUREMENT OFFICER 
TELEPHONE: (602) 506-3248  
Lawrence.Russell@maricopa.gov 
 
10.55.3 Inquiries may be submitted by telephone but must be followed up in writing. No 
oral communication is binding on Maricopa County.

SERIAL 240024-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 
*HUDO\Q$QDVWRV-DPHV3UHVLGHQW	&(2
5REELQV5G6SULQJILHOG,OOLQRLV


SERIAL 240024-RFP 
EXHIBIT A  
VENDOR INFORMATION 
VENDOR INFORMATION MUST MATCH INFORMATION CONTAINED IN BIDSYNC AND 
MARICOPA COUNTY DEPARTMENT OF FINANCE VENDOR REGISTRATION.    
PLEASE NOTE THAT VENDORS ARE REQUIRED TO COMPLETE REGISTRATION AT TO 
AWARD AT THE MARICOPA DEPARTMENT OF FINANCE WEBSITE 
(http://www.maricopa.gov/Finance/Vendors.aspx)***  
COMPANY NAME: 
Illuminative Strategies Inc. 
DOING BUSINESS AS (dba): 
 
MAILING ADDRESS: 
3309 Robbins Rd., 139, Springfield, Illinois 
62704 
REMIT TO ADDRESS: 
3309 Robbins Rd., 139, Springfield, Illinois 
62704 
TELEPHONE NUMBER: 
18474217274 
FAX NUMBER: 
 
WWW ADDRESS: 
https://illum-strat.com 
REPRESENTATIVE NAME: 
kent James 
REPRESENTATIVE  TELEPHONE 
NUMBER: 
847-421-7274
REPRESENTATIVE EMAIL 
ADDRESS 
kent@illum-strat.com 
YES 
NO 
REBATE 
WILL ALLOW OTHER GOVERNMENTAL 
ENTITIES TO PURCHASE FROM THIS 
CONTRACT: 
WILL ACCEPT PROCUREMENT CARD FOR 
PAYMENT: 
    FUEL COMPRISES (if applicable) % OF TOTAL BID AMOUNT 
PAYMENT TERMS: RESPONDENT IS REQUIRED TO PICK ONE OF THE FOLLOWING. 
PAYMENT TERMS WILL BE CONSIDERED IN DETERMINING LOW BID. FAILURE TO CHOOSE 
PAYMENT TERMS WILL RESULT IN A DEFAULT TO NET 30 DAYS. 
NET 10 DAYS    NET 45 DAYS 
       1% 10 DAYS NET 30 DAYS  NET 15 DAYS    NET 60 
DAYS 
 2% 30 DAYS NET 31 DAY NET 20 DAYS    NET 90 DAYS 
 1% 30 DAYS NET 31 
DAYS 
X   NET 30 DAYS    2% 10 DAYS NET 30 DAYS  5% 30 DAYS NET 31 DAYS

SERIAL 240024-RFP 
EXHIBIT A-1 
Fee Schedule 
SERIAL 240024-RFP
NIGP CODE:91858
COMPANY NAME:
Illuminative Strategies Inc.
DOING BUSINESS AS (DBA) NAME:
Year 1
Year 2
Year 3
1.1 PRINCIPAL
$260
$270
$280 PER HOUR
1.2 SENIOR CONSULTANT
$220
$230
$240 PER HOUR
1.3 MANAGEMENT ANALYST
$210
$220
$230 PER HOUR
1.4 CONSULTANT / SUBJECT MATTER EXPERT
1.4.1 LEADERSHIP DEVELOPMENT
$210
$220
$230 PER HOUR
1.4.2 OPERATIONAL/CULTURAL
$210
$220
$230 PER HOUR
1.4.3 HUMAN RESOURCES
$200
$210
$220 PER HOUR
1.4.4 TRAINING DEVELOPMENT
$210
$220
$230 PER HOUR
1.5  TRAINER
$175
$185
$195 PER HOUR
1.6  FACILITATOR
$175
$185
$195 PER HOUR
1.7 ADMINISTRATIVE
$70
$80
$90 PER HOUR
1.8 OTHER 
Policy researcher & writer
$175
$185
$195 PER HOUR
Policy attorney
$230
$240
$250 PER HOUR
,
,
EXPENSES AND GENERAL ADMINISTRATIVE FUNCTIONS. (SEE SECTION 2.6.2)
1.0    PRICING:

SERIAL 240024-RFP 
 
 
 
 
EXHIBIT B 
SCOPE OF WORK 
 
Team ISI is uniquely experienced and qualified to provide the County with competencies that directly align to RFP-
240024.  
 
We have successfully led operational excellence/process optimization initiatives across all types of public sector 
organizations, including federal, state, county and local as well as private sector and public private partnerships. Our 
experience sets us apart from many of our peers limited by their private sector change experience. 
ISI has been recognized by several national and international organizations related to change management and process 
optimization: 
¾ National Association of State Chief Administrators (NASCA) – Excellence Through Collaboration Award 
¾ American Society for Quality (ASQ) – International Team Excellence Award finalist 
¾ HR Tech Magazine – Top 10 Change Management Consulting/Services Companies  
To accomplish the County’s operational excellence objective, Illuminative Strategies Inc. (ISI) will employ our 
Transformation Framework (see Figure 1). This high-level view of our framework illustrates the five steps we believe 
will best serve Maricopa County in achieving their operational excellence objectives including business process 
optimization, staffing levels, and leadership capabilities. 
Our framework is flexible, and our team is experienced and certified across a broad spectrum of capabilities, including 
operational excellence, business process management (BPM), Lean, systems analysis, project management, 
organizational change management (OCM), and instructional design. We will apply the right tools and approach at 
the right times during our engagement to ensure the County’s objectives are met and exceeded.  
Our team will lead the County through changes 
that may affect any of the common factors 
identified in the following graphic (see next 
page). By considering all inputs related to these  
common 
factors 
affecting 
the 
County’s 
organizational performance, the ISI team can 
develop a Future State providing all the listed 
benefits and equipping the County with the right 
tools to enhances its workforce and foster a 
culture that promotes organizational excellence. 
Our complete approach to achieving the County’s 
objectives and creating these outputs is described 
throughout our proposal. 
ISI’s team will provide Maricopa County with the following Operational Excellence capabilities: 
2.1.1  
Leadership Development 
2.1.2  
Organizational Analysis and Process Improvement 
2.1.3 
Management and Supervision Training 
2.1.4 
Succession Planning 
2.1.5 
Coaching 
Beyond the project lifecycle, the ISI team is committed to ensuring the County further develops their continuous 
improvement culture. The County stakeholders and subject matter experts (SME) will have the opportunity to actively

SERIAL 240024-RFP 
 
engage with the ISI team to build an understanding of ISI’s Transformation Framework and why it has proven to be 
so effective in facilitating operational excellence. Key County stakeholders will have the opportunity to earn a Lean 
Six Sigma Yellow or Green Belt Certification. ISI’s Black Belts and Master Black Belts have provided training to 
dozens of public sector organizations.  
 
Step 1: Getting Started “Kick-Off” 
To ensure we have a thorough understanding of Maricopa County’s goals and objectives as well as a clearly 
established path of communication with the County’s management team, we will begin the project with a structured 
planning process.  
 
Approach 
The County’s project goals establish the context in which our work will be accomplished and identify the needs the 
ISI team will focus on throughout the project. Any information provided by the County regarding project history, key 
issues and requirements, key stakeholders, and expectations will assist our team in understanding where the County 
envisions itself in the future.  
 
Establish a Partnership – Our job is to work with the County to achieve the outcomes articulated in the scope. Our 
team will guide the County through often unfamiliar assessment and optimization territory. A strong partnership will 
ensure the County achieves its desired outcomes. 
Project Management – We will confirm the project’s organizational structure and project management standards 
which will include the following elements: identification of all stakeholders and their roles, communications approach 
and plan, issue resolution process, status reporting process, standards for project administrative activities, and all day-
to-day project management tasks not addressed elsewhere. In addition to these inputs, a project plan will be prepared 
based on the County’s input regarding staffing, timing, and other factors that impact project timelines and tasks. 
Quality Control Process –  Our team’s Quality Assurance and Quality Control process will ensure the project plan 
and methodologies used are following current best practices. We will ensure issues and risks are identified and 
addressed enabling the County to achieve their project objectives. All recommendations will include a task order 
proportional risk impact perspective. 
Optional Continuous Improvement Training Plan (Lean Six Sigma) – Alongside shadowing the ISI team as the 
project progresses, key County staff will have the opportunity to develop an understanding of the Lean methodology. 
Key County stakeholders will have the opportunity to earn a Lean Six Sigma Yellow or Green Belt Certification. 
Step 2: Define the Current State 
The purpose of this phase is to document all aspects of “as-is” business operations. Fully articulated “as-is” processes 
will act as the foundation when developing informed and comprehensive improvement recommendations. Aspects of 
Maricopa County’s current state, which the ISI team will document, include workflow, paper document generation 
points and causes, existing process performance factors, interaction points between stakeholders, technology 
integration, application systems, approval processes, staffing, training, stakeholder sentiment, and policies. Equally 
important is the development of a Process Performance Tracker, which will provide the project with a qualitative 
method to measure the improvement in Future State performance vs. the baseline developed and defined during this 
step. 
OPERATIONAL DOCUMENTATION APPROACH 
Our team has experience interacting and engaging at all levels of an organization. Our approach to documenting and 
analyzing business operations follows best practices across PMI-PMBOK, Lean, and BPI. 
ISI’s Lean Six Sigma Black Belt team will assess all elements impacting the County’s operational performance 
including: 
a. Policy 
b. Training 
c. 
Planning 
d. Organizational Structure 
e. 
Administrative Processes  
f. 
Regulations 
g. Personnel Management

SERIAL 240024-RFP 
 
h. Equipment  
i. 
Technology 
j. 
Operational Processes 
k. Resource Skills 
 
The following is a description of the major elements of our team’s approach for analyzing and documenting Maricopa 
County’s Current State environments. Our team’s standard tools include Swim Lane Diagrams, Process Step Profiles, 
and Cycle Time Measurement. 
We will use cross-functional (swim lane) diagrams that depict the sequence of activities across functional areas, 
decision points, and system interaction. With the County’s processes articulated in this format, the ISI team will be 
able to identify and organize bottlenecks, inefficiencies, and errors in work. An example of how a process’s cross-
functional swim lane diagram would appear is shown below. The depth of detail will be task order specific and 
sufficient to fully support the desired Lean assessment, needs assessment, gap analysis, and overall optimization effort.  
Step 3: Identify Improvement Opportunities 
Once the ISI team has completed Step 2 and delivered a robust understanding of the County’s Current State, we will 
use various Lean and BPI techniques to identify improvement opportunities.  
 
Examples of Lean waste types (non-value-added inefficiencies) are shown in the Opportunity Matrix diagram (Figure 
4). The ISI team will assess all Current State documents produced in Phase 2 for improvement opportunities through 
the lens of Lean. This phase will consist of an extensive analytical desk review in addition to the normal interactive 
sessions between ISI’s Lean process improvement experts, stakeholders, and staff. Cycle times will be assessed against 
best practices to further identify opportunities for improvements. Furthermore, ISI will seek to identify unnecesary 
handoffs, excessive delays, and bottlenecks that congest activities across mutiple processes and functions. Sign-offs, 
decision points, and agreements will be examined to determine if they are truly “value-add” pratices or contribute to 
the waste of the process. These factors will be physically identified on the swim lane diagrams. 
 
An example of what an updated Current State swim lane diagram for a hiring process would look like once reviewed 
through the process optimization lens of Lean is shown in Figure 5. Each opportunity identified may then be further 
assessed using tools like the Waste Recording Form. 
 
All optimization opportunities must be weighted and prioritized based on the Opportunity Governance Process 
established with the County during the project kick-off. ISI’s goal will be to achieve or surpass the County’s task 
order objectives – improve efficiencies, reduce process steps, reduce process time, and reduce errors in work. Each 
recommendation will be evaluated on numerous characteristics including magnitude of impact, implementation effort, 
cost, root cause and time to implement. An example of this evaluation can be seen in Figure 4. 
 
Step 4: Define the Future State  
The ISI team will continue to build upon the output of prior steps to develop a proposed Future State for Maricopa 
County. The Future State recommendations, as needed, will span all aspects of the County’s requirements to address 
and resolve the gap between the current performance levels and the project objectives. To create a visual representation 
of our future state recommendations, the ISI team will develop “to be” process maps for each business unit analyzed 
during the prior steps of our Transformation Framework. The Future State Swim Lane Diagram shown in Figure 6 is 
an example of a hiring process that has been adjusted based on an ISI Lean Team assessment and the future state 
objectives of the County. This diagram shows a streamlined process with a multitude of Lean specific optimizations, 
including non-value add steps have been moved, wait times have been significantly reduced, IT systems are now fully 
leveraged, and staff has been realigned to support a more efficient and digital process flow.  
 
The Future State process map will document procedures the ISI team believes will most effectively optimize the 
County’s business processes. Additionally, Future State performance targets will be developed using the Process 
Performance Tracker initially developed in Step 2. ISI will evaluate all recommendations against the tracker to 
simulate how each recommendation will contribute towards achieving the County’s more optimized Future State. 
Step 5: Implementation 
During this step, the ISI team will assist Maricopa County with implementing selected processes.

SERIAL 240024-RFP 
 
Process optimization opportunities were identified, ranked by impact, and selected to be incorporated into the County’s 
desired Future State. Additionally, metrics were captured, and Current State performance was recorded. KPIs, 
supporting templates, and tools will be identified and provided during the working sessions. This information will 
provide the basis for implementation impact measurement and ROI determination. 
 
During this step, the ISI team will facilitate optimization option selection workshops with the County’s stakeholders. 
The purpose of these workshops is to engage staff in the selection of optimization options most likely to succeed in 
the unique environment of Maricopa County. Areas of recommendation and study will include: 
 
a) Removal of unnecessary process steps and workflows 
b) Training and additional tools needed for continued success 
c) Improvements in areas of automation & IT alignment 
d) Adapting to the underlying management and culture challenges of the County 
e) Leveraging cooperative agreements 
f) 
Staffing levels, workforce efficiency, and required resources 
g) Staff training and enablement 
h) Comparing current state performance to current benchmarks 
i) 
Aligning the County’s succession planning with national standards and best practices 
 
 
The ISI team is highly experienced in improving an organization’s resiliency and continuity of operations through 
process definition, hiring, workforce training and succession planning. Several of the key resources identified in our 
proposal hold advanced FEMA certifications in Continuity of Operations (COOP). ISI’s maturity in this specific 
capability is another reason we believe ISI is uniquely positioned to create the most effective solutions available for 
each opportunity identified within Maricopa County. 
 
This step will include the development of implementation time and resource estimates necessary for planning and 
execution. Our team’s financial analyst is experienced in quantifying the performance outcomes of improvements in 
business processes and supporting application systems.  
 
Project Management 
ISI will use a proven project management methodology to ensure an effective and efficient attainment of project 
goals. Quality project management is critical to a project’s success; with this understanding, ISI’s project 
management methodology is built on the generally accepted standards defined in the Project Management Institute’s 
A Guide to the Project Management Body of Knowledge (PMBOK). 
Project Management Team 
Effective project management is critical to the success of any project where success is defined as achieving the 
objectives of the project on schedule and within the agreed budget. ISI’s project management approach provides the 
County with the best possible services delivered in the most effective and cost-efficient manner.  
 
Our team’s approach is simple and straightforward. 
x 
Be highly responsive to the County’s needs and respectful of the County’s resources and time. 
x 
Maintain the highest levels of quality and transparency. 
x 
Sustain a superior level of service, commitment, and professional excellence throughout the project. 
 
Organizational Change Management  
ISI’s change management approach will guide affected stakeholders through the change process to ensure the County’s 
Future State vision is embraced, adopted, and used by impacted organizations.  
Change comes in many forms and may include removing duplicated process steps, changing process sequences, 
changing approval roles, and many others. Employees may have performed these processes the same way for decades, 
and in some extreme cases, employee involvement in a process may represent an identity or culture. These types of 
changes are significant for employees, and ISI is highly experienced in navigating this type of organizational change.  
Every ISI organizational change management team member holds either CCMP or Prosci professional certifications 
and several team members hold both. ISI will ensure the leadership team is well equipped with the skills needed to 
make relevant changes in their own and their employees’ behavior. In addition, ISI will utilize its extensive experience 
in organizational change management to manage and mitigate risks associated with organizational change adoption.

SERIAL 240024-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.

SERIAL 240024-RFP 
 
4.5 
The County will not (under any circumstances) reimburse the contractor for guest vehicle 
rental(s) or other any transportation costs. 
 
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.