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HomeMy WebLinkAboutC2019-055 - Effem Corporation dba A to Z Equipment Rental & Supply Contract No.2019-055 COOPERATIVE PURCHASING AGREEMENT BETWEEN THE TOWN OF FOUNTAIN HILLS AND EFFEM CORPORATION D/B/A A TO Z EQUIPMENT RENTALS AND SALES THIS COOPERATIVE PURCHASING AGREEMENT(this"Agreement")is entered into as of February 1, 2019, between the Town of Fountain Hills, an Arizona municipal corporation (the "Town"), and Effem Corporation, an Arizona corporation, d/b/a A to Z Equipment Rentals and Sales(the"Contractor"). RECITALS A. After a competitive procurement process, the State of Arizona(the"State")entered into Contract No. ADSPO18-213316, effective September 3, 2018 (the "State Contract"), for the Contractor to provide non-operated heavy equipment rental. A copy of the State Contract is attached hereto as Exhibit A and incorporated herein by reference, to the extent not inconsistent with this Agreement. B. The Town is permitted, pursuant to Section 3-3-27 of the Town Code, to make purchases under the State Contract, at its discretion and with the agreement of the awarded Contractor, and the State Contract permits its cooperative use by other public entities, including the Town. C. The Town and the Contractor desire to enter into this Agreement for the purpose of (i) acknowledging their cooperative contractual relationship under the State Contract and this Agreement, (ii) establishing the terms and conditions by which the Contractor may provide the Town with non-operated heavy equipment rental (the "Materials and Services"), and (iii) setting the maximum aggregate amount to be expended pursuant to this Agreement related to the Materials and Services. AGREEMENT NOW, THEREFORE, in consideration of the foregoing introduction and recitals, which are incorporated herein by reference, the following mutual covenants and conditions, and other good and valuable consideration, the receipt and sufficiency of which are hereby acknowledged, the Town and the Contractor hereby agree as follows: 1. Term of Agreement. This Agreement shall be effective as of the date first set forth above and shall remain in full force and effect until August 30, 2019 (the "Term"), unless terminated as otherwise provided in this Agreement or the State Contract. 2. Scope of Work. This is an indefinite quantity and indefinite delivery Agreement for Materials and Services under the terms and conditions of the State Contract. The Town does 1 not guarantee that any minimum or maximum number of purchases will be made pursuant to this Agreement.Purchases will only be made when the Town identifies a need and proper authorization and documentation have been approved.For purchase(s)determined by the Town to be appropriate for this Agreement, the Contractor shall provide the Materials and Services to the Town in such quantities and configurations agreed upon between the parties, in a written invoice, quote, work order or other form of written agreement describing the work to be completed (each, a "Work Order"). Each Work Order approved and accepted by the parties pursuant to this Agreement shall (i) contain a reference to this Agreement and the State Contract and (ii) be attached hereto as Exhibit B and incorporated herein by reference. Work Orders submitted without referencing this Agreement and the State Contract will be subject to rejection. 2.1 Inspection; Acceptance. All Materials and Services are subject to final inspection and acceptance by the Town. Materials failing to conform to the requirements of this Agreement and/or the State Contract will be held at Contractor's risk and may be returned to the Contractor. If so returned, all costs are the responsibility of the Contractor. Upon discovery of a non-conforming Materials or Services, the Town may elect to do any or all of the following by written notice to the Contractor: (i)waive the non-conformance; (ii) stop the work immediately; or (iii) bring the Materials or Services into compliance and withhold the cost of same from any payments due to the Contractor. 2.2 Cancellation. The Town reserves the right to cancel Work Orders within a reasonable period of time after issuance. Should a Work Order be canceled, the Town agrees to reimburse the Contractor, but only for actual and documentable costs incurred by the Contractor due to and after issuance of the Work Order. The Town will not reimburse the Contractor for any costs incurred after receipt of Town notice of cancellation, or for lost profits, shipment of product prior to issuance of Work Order or for anything not expressly permitted pursuant to this Agreement. 3. Compensation. The Town shall pay Contractor for the Term and for each an aggregate amount not to exceed$20,000.00 for the Materials and Services at the unit rates set forth in the State Contract. 4. Payments. The Town shall pay the Contractor monthly,based upon acceptance and delivery of Materials and/or Services performed and completed to date, and upon submission and approval of invoices. Each invoice shall (i) contain a reference to this Agreement and the State Contract and (ii) document and itemize all work completed to date. The invoice statement shall include a record of materials delivered,time expended, and work performed in sufficient detail to justify payment. Additionally, invoices submitted without referencing this Agreement and the State Contract will be subject to rejection and may be returned. 5. Records and Audit Rights. To ensure that the Contractor and its subcontractors are complying with the warranty under Section 6 below, Contractor's and its subcontractors' books, records, correspondence, accounting procedures and practices, and any other supporting evidence relating to this Agreement, including the papers of any Contractor and its subcontractors' employees who perform any work or services pursuant to this Agreement (all of the foregoing hereinafter referred to as "Records"), shall be open to inspection and subject to audit and/or reproduction during normal working hours by the Town, to the extent necessary to adequately permit evaluation of the Contractor's and its subcontractors' compliance with the Arizona 2 employer sanctions laws referenced in Section 6 below. To the extent necessary for the Town to audit Records as set forth in this Section,Contractor and its subcontractors hereby waive any rights to keep such Records confidential. For the purpose of evaluating or verifying such actual or claimed costs or units expended,the Town shall have access to said Records,even if located at its subcontractors' facilities, from the effective date of this Agreement for the duration of the work and until three years after the date of final payment by the Town to Contractor pursuant to this Agreement. Contractor and its subcontractors shall provide the Town with adequate and appropriate workspace so that the Town can conduct audits in compliance with the provisions of this Section. The Town shall give Contractor or its subcontractors reasonable advance notice of intended audits. Contractor shall require its subcontractors to comply with the provisions of this Section by insertion of the requirements hereof in any subcontract pursuant to this Agreement. 6. E-verify Requirements. To the extent applicable under ARIZ. REV. STAT. § 41- 4401,the Contractor and its subcontractors warrant compliance with all federal immigration laws and regulations that relate to their employees and their compliance with the E-verify requirements under ARIZ. REV. STAT. § 23-214(A). Contractor's or its subcontractors' failure to comply with such warranty shall be deemed a material breach of this Agreement and may result in the termination of this Agreement by the Town. 7. Israel. Contractor certifies that it is not currently engaged in and agrees for the duration of this Agreement that it will not engage in a "boycott," as that term is defined in ARIZ. REV. STAT. § 35-393, of Israel. 8. Conflict of Interest. This Agreement may be canceled by the Town pursuant to ARIZ.REV.STAT. §38-511. 9. Applicable Law;Venue. This Agreement shall be governed by the laws of the State of Arizona and a suit pertaining to this Agreement may be brought only in courts in Maricopa County,Arizona. 10. Agreement Subject to Appropriation. The Town is obligated only to pay its obligations set forth in this Agreement as may lawfully be made from funds appropriated and budgeted for that purpose during the Town's then current fiscal year. The Town's obligations under this Agreement are current expenses subject to the "budget law" and the unfettered legislative discretion of the Town concerning budgeted purposes and appropriation of funds. Should the Town elect not to appropriate and budget funds to pay its Agreement obligations, this Agreement shall be deemed terminated at the end of the then-current fiscal year term for which such funds were appropriated and budgeted for such purpose and the Town shall be relieved of any subsequent obligation under this Agreement.The parties agree that the Town has no obligation or duty of good faith to budget or appropriate the payment of the Town's obligations set forth in this Agreement in any budget in any fiscal year other than the fiscal year in which this Agreement is executed and delivered. The Town shall be the sole judge and authority in determining the availability of funds for its obligations under this Agreement. The Town shall keep Contractor informed as to the availability of funds for this Agreement. The obligation of the Town to make any payment pursuant to this Agreement is not a general obligation or indebtedness of the Town. Contractor hereby waives any and all rights to bring any claim against the Town from or relating in any way to the Town's termination of this Agreement pursuant to this Section. 3 11. Conflicting Terms. In the event of any inconsistency, conflict or ambiguity among the terms of this Agreement, any Town-approved work orders, the State Contract, and invoices, the documents shall govern in the order listed herein. Notwithstanding the foregoing, and in conformity with Section 2 above, unauthorized exceptions,conditions, limitations or provisions in conflict with the terms of this Agreement or the State Contract (collectively, the "Unauthorized Conditions"),other than the Town's project-specific requirements,are expressly declared void and shall be of no force and effect. Acceptance by the Town of any work order or invoice containing any such Unauthorized Conditions or failure to demand full compliance with the terms and conditions set forth in this Agreement or under the State Contract shall not alter such terms and conditions or relieve Contractor from, nor be construed or deemed a waiver of, its requirements and obligations in the performance of this Agreement. 12. Rights and Privileges. To the extent provided under the State Contract, the Town shall be afforded all of the rights and privileges afforded to State and shall be the "State" (as defined in the State Contract) for the purposes of the portions of the State Contract that are incorporated herein by reference. 13. Indemnification; Insurance. In addition to and in no way limiting the provisions set forth in Section 12 above, the Town shall be afforded all of the insurance coverage and indemnifications afforded to State to the extent provided under the State Contract, and such insurance coverage and indemnifications shall inure and apply with equal effect to the Town under this Agreement including, but not limited to, the Contractor's obligation to provide the indemnification and insurance. In any event, the Contractor shall indemnify, defend and hold harmless the Town and each council member, officer, employee or agent thereof(the Town and any such person being herein called an "Indemnified Party"), for, from and against any and all losses, claims, damages, liabilities, costs and expenses (including, but not limited to, reasonable attorneys' fees, court costs and the costs of appellate proceedings)to which any such Indemnified Party may become subject, under any theory of liability whatsoever ("Claims"), insofar as such Claims (or actions in respect thereof) relate to, arise out of, or are caused by or based upon the negligent acts, intentional misconduct, errors, mistakes or omissions, in connection with the work or services of the Contractor, its officers, employees, agents, or any tier of subcontractor in the performance of this Agreement. 14. Notices and Requests.Any notice or other communication required or permitted to be given under this Agreement shall be in writing and shall be deemed to have been duly given if (i) delivered to the party at the address set forth below, (ii) deposited in the U.S. Mail,registered or certified, return receipt requested, to the address set forth below or (iii) given to a recognized and reputable overnight delivery service,to the address set forth below: If to the Town: Town of Fountain Hills 16705 East Avenue of the Fountains Fountain Hills, Arizona 85268 Attn: Grady E. Miller, Town Manager With copy to: Pierce Coleman PLLC 4711 E. Falcon Drive, Suite 111 Mesa, Arizona 85215 Attn: Aaron D. Arnson, Town Attorney 4 If to Contractor: Effem Corporation d/b/a A to Z Equipment Rentals and Sales 1313 East Baseline Road Gilbert, Arizona 85233 Attn: Doug Dickerson or at such other address, and to the attention of such other person or officer, as any party may designate in writing by notice duly given pursuant to this Section. Notices shall be deemed received: (i) when delivered to the party, (ii) three business days after being placed in the U.S. Mail, properly addressed, with sufficient postage or (iii) the following business day after being given to a recognized overnight delivery service, with the person giving the notice paying all required charges and instructing the delivery service to deliver on the following business day. If a copy of a notice is also given to a party's counsel or other recipient, the provisions above governing the date on which a notice is deemed to have been received by a party shall mean and refer to the date on which the party, and not its counsel or other recipient to which a copy of the notice may be sent, is deemed to have received the notice. [SIGNATURES APPEAR ON FOLLOWING PAGES] 5 IN WITNESS WHEREOF,the parties hereto have executed this Agreement as of the date and year first set forth above. "Town" TOWN OF FOUNTAIN HILLS, an Arizona municipal corporation62:)-1" . ..... . lA:4,,A.G.....„Grady E. Mi - own Manager il ATTEST: Elizabeti 4 urke, Town C r APPROVED AS TO FORM: Aaron D. Arnson, Town Attorney (ACKNOWLEDGEMENT) STATE OF ARIZONA ) ) ss. COUNTY OF MARICOPA )r On f do 1, (201 , 2019, before me personally appeared Grady E. Miller, the Town Manager of the TOWN OF FOUNTAIN HILLS, an Arizona municipal corporation, whose identity was proven to me on the basis of satisfactory evidence to be the person who he claims to be, and acknowledged that he signed the above document, on behalf of the Town of Fountain Hills. OFFICIALCIA SEAL « ; PATRICIA JO TOAL 6 0 C,.-- ---_ �� - _ Commission*521340qZliit-t.0 a1" Notary Public-State of Arizona -Oi+ MARICOPA COUNTY Notary Public My comm.expires Dec.8,2020 (Affix notary seal here) [SIGNATURES CONTINUE ON FOLLOWING PAGE] 6 "Contractor" EFFEM CORPORATION a(n)Arizona corporation D/B/A A TO Z EQUIPMENT RENTALS AND SALES ( By: Name: '---DcA.16- le-E_A_S o AI Its: if-ADA. 0 t ci.44 5'.4- /1/( (ACKNOWLEDGEMENT) STATE OF filo 7-6 ) ) ss. COUNTY OF MOVIetyrk, ) On re h ,2019,before me personally appeared c43 iK.keki5rvi,the Dl r-erftv e icol-e—s of EFFEM CORPORATION, a(n) Arizona corporation, D/B/A A TO Z EQUIPMENT RENTALS AND SALES,whose identity was proven to me on the basis of satisfactory /"L:.9 evidence to be the person who he claims to be,and acknowledged that he signed the above document. on behalf of the corporation. Not ry Public (Affix notary seal here) s KAREN M SPEROS NOTARY PUBLIC,ARIZONA MARICOPA COUNTY My Commission Expires Ririe 02,2020 4823-9776-7810>v.1 7 EXHIBIT A TO COOPERATIVE PURCHASING AGREEMENT BETWEEN THE TOWN OF FOUNTAIN HILLS AND EFFEM CORPORATION D/B/A A TO Z EQUIPMENT RENTALS AND SALES [State Contract] See following pages. State of Arizona- Master Blanket Page 1 of 4 r=1 Procure .gov Master Blanket Purchase Order ADSPO18-213316 Header Information Purchase Order ADSPOI6-213316 Release 0 Short Heavy Number: Number: Description: Ren a Neo Operated Status: 3PS-Sent Purchaser: Mackenzie Receipt Quantity His Method: Fiscal Year: 2019 PO Type: Blanket Minor Status: Organization: State of Arizona Department: ADSPO-State Procurement Location: SPO-State Type Code: Office Procurement Office Alternate ID: Entered 08/31/2018 Control Date: 09:50:55 AM Code: Days ARO: 0 Retainage 0.00% Discount%: 0.00% off: Print Dest Detail: If Different Catalog ID: Release Direct Pcard No Type: Release Enabled: Contact Mackenzie.Hix®azdoa,gov or Tax Rate: Actual Cost: $7,00 instructions: (602)542-9126 Master Blanket/Contract 08/30/2019 01:30:00 PM End Date (Maximum): Project No.: Building Code: Cost Code: Special Purchase Types: PIJ NUMBER: Coop Spend To Date: Commodity Reference Id: PO External Doc None Type: PO.ierm>8,l.Qpcit[uorls Pro,ur9fn€nt F is A[ St'O1 3 00110£S1't.rtp, https://procure.az.gov/bso/external/purchaseorder/poSu nmary.sdo?dacId=ADSPO 18-213... 11/26/2018 State of Arizona- Master Blanket Page 2 of 4 Agency Attachments: Vendor AUSP018-00008178 Offe ronus Attachnio 1 thru 5-Completed-1 pdt AttaGhinent 3-A Attachments: Supplement 1 Method of Aniy.toich-tpdf Attai:Aritent 4 Suppten-teilt 1 -E.,xhibit 1 Price Sheet ADSPOIS 00008178-1 x Is Attachmerit SA ..z.c,tpuli:ortlot -Explariation C:otTii'dentla1 tntorinatigo On-12kit AttAchtneilt 5 C., Sly apletnent 1 -Certificate of Lobito Insurance-1.pdf Agency Attachment Forms: Vendor Attachment Forms: Primary Vendor Information& PO Terms Vendor: 000003222-A TO Z Payment Net 30 Shipping EaVIPPA6J7k-NTALs Terms: Method: Doug Dickerson Shipping TBD Freight Freight 1313 E Baseline Rd Collect and rms: Terms:Te Gilbert,AZ 85233 Allowed US Email: ddicitersoniaatozequipment.com Phone:(480)550-4100 PO FA6,44#14#8-4118 Notifications Acknowledged Data/Tim. Acknowledgements: 40 PersPc°-701101 Change Emailed to ddickersont!?atozequipmentcorn at 09/02/2018 05:21:34 PM Order 1 08/31/2018 02:55:02 PM Master Blanket/Contract Vendor Distributor List ,AlterA1v5 P,efette.C1,Pe.1tYnt. Vendor Distributor Vendor ID Vender ID Milfhq.0 51.01.14 001003222 PZ000003222 A TO Z EQUIPMENT RENTALS& Email Active SALES Master Blanket/Contract Controls Master Blanket/Contract Begin Date: 09/03/2018 Master Blanket/Contract End Date: 08/30/2019 Cooperative Purchasing Allowed: Yes Organization Department Dollar Dollars Spent to Minimum Order Limit Data Amount ADSPO-State of Arizona AGY-Agency Umbrella $0.00 $651,60 $0.00 Master Control ALL ORG-Organization Umbrella AGY-Agency Umbrella $0,00 $0.00 $0,00 Master Control Master Control Item information 1-5 of 7 1 2 Print Sequence#1.0, Item*1: Equipment Rental 3PS-Sent NIGP Code: 975-24 Construction Equipment(Not Otherwise Classified)Rental or Lease Bid*/Bid Item*: liDSP018,00008178/1 Quote*/Quote Item 0: 000051720/1 Receipt Method Qty Unit Cost UOM Discount% Total Discount Amt, Tax Rate Tax Amount Total Cost Quantity 1.0 $1.00 EA-Each 0.00 $0.00 $0.00 $1.00 Manufacturer: Brand: Model: https://procure.az.gov/bso/external/purehaseorder/poSummary.sdo?doeld=ADSPO1 8-213... I 1/26/2018 State of Arizona- Master Blanket Page 3 of 4 Make: Packaging: Project No,: Building Code: Cost Code: Property Number: Print Sequence#2.0, Item#2: Equipment Rental 3PS-Sent NIGP Code: 975-29 Concrete Equipment and Accessory Rental or Lease Bid I/Bid Item I: Aps,Ffp18-000081 /2 Quote*/Quote Item I: .90. 1770/2 Receipt Method Qty Unit Cost UOM Discount% Total Discount Amt. Tax Rate Tax Amount Total Cost Quantity 1.0 $1.00 EA-Each 0.00 $0,00 $0.00 $1.00 Manufacturer: Brand: Model: Make: Packaging: Project No,: Building Code: Cost Code: Property Number. Print Sequence#3.0, Item#3: Equipment Rental 3PS-Sent NIGP Code: 975-34 Earth Moving Equipment(Graders,Dozers.Loaders,etc.)Rental or Lease Bid*/Bid Item#: AP$PQ18.Q000, i7J 3 Quote*/Quote Item 0. 9o9q517 3 Receipt Method Qty Unit Cost UOM Discount% Total Discount Amt. Tax Rate Tax Amount Total Cost Quantity 1,0 $1.00 EA Each 0.00 $0.00 $0.00 $1.00 Manufacturer: Brand: Model: Make: Packaging: Project No,: Building Code: Cost Code: Property Number: Print Sequence#4.0, Item*4: Equipment Rental 3PS-Sent NIGP Code: 975-35 Equipment With Operator,Rental or Lease Bid*/Bid Item it: rappp,18-0000e172i 4 Quote*/Quote Item it 0000517.1.0/4 Receipt Method Qty Unit Cost UOM Discount% Total Discount Amt. Tax Rate Tax Amount Total Cost Quantity 1.0 $1.00 EA.Each 0.00 $0.00 $0.00 $1.00 https://procure.az.gov/bso/external/purchaseorder/poSummary.sdo?docld=A DSPO 1 8-21 3... 11/26/2018 State of Arizona- Master Blanket Page 4 of 4 Manufacturer: Brand: Model; Make; Packaging; Project No. Building Code: Cost Code Property Number; Print Sequence#5.0, item#5: Equipment Rental 3PS-Sent NIGP Code; 975-42 Machinery and Heavy Hardware Rental or Lease Bid* Bid Item Ai: ADSPC)1819.0001317V 5 Quote*/Quote Item t F4.915 Receipt Method Qty Unit Cost UOM Discount% Total Discount Amt. Tax Rate Tax Amount Total Cost Quantity 1.0 $1,00 EA-Each 0.00 $0.00 $0.00 VI.00 Manufacturer; Brand; Model: Make: Packaging: Project No.; Building Code: Cost Code: Property Number; 1-5 of 7 1 Exit Copyright 2018 Periscope Holdings,Inc,-All Rights Reserved.AZ-PAS2 https://proeure.az.govibso/external/purehaseorder/poSummary.sdo?doo Id=ADSPO 1 8-21 3... 11/26/2018 VIE314 Request for Proposal Ash( Arizona Department of Administration AI > Solicitation No. State Procurement Office �` ADSP018-00008178 100 N 15th Ave.,Suite 402 ` '',, Description: Phoenix,AZ 85007 */912 * Heavy Equipment Rental Non-Operated Section 3-A: Instructions to Offerors 1.0 Definition of Terms As used in these Instructions to Offerors,the terms listed below are defined as follows: 1.1 Arizona "Arizona Procurement Code"means,collectively,Title 41 Chapter 23,et.sequitur, in Procurement the Arizona Revised Statutes(abbreviated"A.R.S.")and administrative rules Code; R2-7-101 et.sequitur in the Arizona Administrative Code(abbreviated"A.A.C."). A.R.S.;A.A.C. NOTE:There are frequent references to the Arizona Procurement Code throughout the Solicitation Documents,therefore,you will need to be familiar with its provisions to be able to understand the Solicitation Documents fully. The Arizona Department of Administration State Procurement Office provides a reference compilation of the Arizona Procurement Code on its website: httes://spo.az.gov/administration-policy/state-procurement-resource/procurement-requlations The Arizona State Legislature provides the official A.R.S.online at: http://www.azleq.qov/ArizonaRevisedStatutes.asp The Office of the Arizona Secretary of State provides the official A.A.C.online at: http://www.azsos.gov/rules/arizona-administrative-code 1.2 Clarifications Clarifications means,per A.A.C. R2-7-C313,communications between the Procurement Officer and Offeror for the purpose of providing a greater mutual understanding of the Offer.Clarifications may include demonstrations,questions and answers,or elaborations on previously-submitted information. 1.3 Contract "Contract"is defined in paragraph 1.6 of the Uniform Terms and Conditions. 1.4 Contract "Contract Amendment"is defined in paragraph 1.7 of the Uniform Terms and Amendment Conditions. 1.5 Contract Terms Contract Terms and Conditions"is defined in paragraph 1.8 of the Uniform Terms and Conditions and Conditions. 1.6 Contractor "Contractor"is defined in paragraph 1.4 of the Uniform Terms and Conditions. 1.7 Evaluation "Evaluation"means, per A.A.C. R2-7-316,the process whereby the Procurement Officer will determine which Responsive offers,revised offers,and best and final offers are the most advantageous to State taking into consideration the evaluation factors set forth in the Solicitation Documents. 1.8 Negotiation "Negotiation"means,per A.A.C. R2-7-101(32),an exchange or series of exchanges between State and an offeror for the purposes set forth in A.A.C. R2-7-C314. 1.9 Not Susceptible "Not Susceptible for Award"means,per A.A.C. R2-7-C311,that the relevant offer for Award has been determined by the Procurement Officer to fail one or more of the tests and comparisons set forth therein.NOTE:A determination of Not Susceptible for Award and a determination of Responsive are mutually exclusive. PART 3 of the Solicitation Documents SECTION 3-A: Instructions to Offerors Template version 2.0(01-FEB-2017) Page 2 of 47 Available online a t : P r o c u r e . A Z . g o v (I- Request for Proposal Arizona Department of Administrationi `� Solicitation No.I ADSP018-00008178 State Procurement Office; 100 N 15th Ave.,Suite 402`,�- Description: Phoenix,AZ 85007` Heavy Equipment Rental Non-Operated 1.10 Offer: "Initial Offer"means, per A.A.C. R2-7-101(33),Offeror's proposal submitted to State Initial Offer; in response to the Solicitation,as initially submitted. Revised Offer; "Revised Offer"means any revised versions of the Initial Offer that Offeror has Best and Final Offer(BAFO) submitted to State at State's request as permitted under A.A.C. R2-7-C314 and R2-7-C315. "Best and Final Offer"("BAFO")means, per A.A.C. R2-7-101(8),the Revised Offer submitted after negotiations have been completed that contain Offeror's most favorable terms for price,service,and products to be delivered. Reference to"an Offer,"the Offer,"or"your Offer"means any of the Initial Offer,a Revised Offer,or the Best and Final Offer. 1.11 Offeror "Offeror"is the Person submitting an Offer; instructions addressed to"you"and references to"your"items are to be construed as being synonymous with"Offeror" and"Offeror's"throughout these Instructions to Offerors. 1.12 Pricing "Pricing Document"means Section 2-B of the Solicitation Documents. Also known Document as Pricing Document as defined in the Special Terms and Conditions. 1.13 ProcureAZ "ProcureAZ"is defined in paragraph 1.16 of the Uniform Terms and Conditions. 1.14 Procurement "Procurement Officer"means the person,or his or her designee,who has been duly Officer authorized by State to administer the Solicitation and make written determinations with respect to the Solicitation.The Procurement Officer is identified in ProcureAZ. i 1.16 Solicitation "Solicitation"means this procurement solicitation,which State is issuing as either: 1. an invitation for bids("IFB")under A.R.S. §41-2533; 2. a request for proposals("RFP")under A.R.S.§41-2534; A 3. a request for quotations("RFQ")under A.R.S.§41-2535;or 4. a request for qualifications under A.R.S.§41-2558. Refer to the Solicitation Summary for which of the foregoing is this Solicitation. 1.16 Solicitation "Solicitation Amendment"means,per A.A.C.R2-7-303,a change to the Solicitation Amendment that has been issued by Procurement Officer. 1.17 Solicitation "Solicitation Summary"means Section 1 of the Solicitation Documents. Summary 1.18 State "State"is defined in paragraph 1.18 of the Uniform Terms and Conditions. 1.19 Subcontract "Subcontract"is defined in paragraph 1.21 of the Uniform Terms and Conditions. 1.20 Subcontractor "Subcontractor"is defined in paragraph 1.22 of the Uniform Terms and Conditions. 2.0 Solicitation Inquiries i 2.1 Duty to Examine the entire Solicitation,obtain clarification in writing for any questions or Examine concerns by submitting inquiries,then examine your Offer thoroughly and carefully I for completeness and accuracy before submitting it.Lack of care in preparing an x Offer will not be grounds for modifying or withdrawing it after the due date and time. t i ( PART 3 of the Solicitation Documents SECTION 3-A: Instructions to Offerors Template version 2.0(01-FEB-2017) Page 3 of 47 .f Available online at : P r o c u r e . A Z . o o v Request for Proposal q P Arizona Department of Administration Solicitation No. State Procurement Office . ADSP018-00008178 1, , 100 N 15th Ave.,Suite 402 Description: Phoenix,AZ 85007 */912 * Heavy Equipment Rental Non-Operated 2.2 State Contact Direct all inquiries related to the Solicitation to Procurement Officer,including Person requests for or inquiries regarding standards referenced in the Solicitation.Apart from the ProcureAZ Help Desk,do not contact any State personnel other than Procurement Officer concerning the Solicitation while it is in progress,through and including award. 2.3 Submission Submit all inquiries related to the Solicitation in ProcureAZ;the Procurement Officer of Inquiries will not respond to inquiries received in any other manner. 1. Submit technical inquiries about submitting proposals in ProcureAZ to the ProcureAZ Help Desk: • by phone at(602)542-7600,option 1;or • by email to procure a( azdoa.gov. 2. Submit all other inquiries about the Solicitation using the online form under the "Q&A"tab for the Solicitation in ProcureAZ.Always refer to the appropriate Solicitation document by page and paragraph number. Except for technical inquiries about submitting proposals,State is not responsible for responding to any inquiries submitted less than 3(three)business days before the offer due date and time. 2.4 Timeliness Any inquiry or exception to the solicitation shall be submitted as soon as possible and should be submitted at least seven days before the Offer due date and time for review and determination by the State.Failure to do so may result in the inquiry not being considered for a Solicitation Amendment. 2.5 Verbal or Email An Offeror shall not rely on verbal responses to inquiries. A verbal reply to an inquiry Responses does not constitute a modification of the solicitation. 2.6 Solicitation Only a Solicitation Amendment issued in ProcureAZ can change the Solicitation. Amendments 2.7 Pre-Offer A Pre-Offer Conference will be held at the time and place indicated in the solicitation's Conference 'Pre-Bid Conference' field as found within the State's e-Procurement system, ProcureAZ (httos://orocure.azsaov); attendance is not required. The purpose of the conference will be to clarify the contents of the solicitation in order to prevent any misunderstanding of the State of Arizona's position.Any doubt as to the requirements of the solicitation or any apparent omission or discrepancy should be presented to the State at the conference. The State of Arizona will then determine the appropriate action necessary, if any,and issue a written amendment to the solicitation if required. Oral statements or instructions will not constitute an amendment to the solicitation. Persons with a disability may request a reasonable accommodation, such as a sign language interpreter,or this document in an alternative format,by contacting the State Procurement Office. Requests should be made as early as possible to allow sufficient time to arrange for accommodation. 3.0 Offer Preparation 3.1 Online The Solicitation Documents are only provided online in ProcureAZ;State will not Documents provide any printed copies or other formats. 3.2 Electronic When submitting an Offer,only include files that are Microsoft Word documents, Submissions Excel workbooks,or PowerPoint presentations and Adobe Acrobat documents. Obtain advance approval before submitting files in any other format. PART 3 of the Solicitation Documents SECTION 3-A: Instructions to Offerors Template version 2.0(01-FEB-2017) Page 4 of 47 Available online at : P r o c u r e . A Z . g o v �Ft=�, Request for Proposal Arizona Department of Administration 4' =:i';M'^' Solicitation No. IH �w > State Procurement Office < ..; s 2 N ADSP018-00008178 100 N 15th Ave.,suite 402 IS ." Description: Phoenix,AZ 85007 /912 Heavy Equipment Rental Non-Operated 3.3 Deviations When submitting an Offer,flag clearly any deviations from the Specifications or other in Offer Solicitation technical requirements documents.Any un-flagged deviation will be deemed void upon submission. 1 NOTE: Deviations are technical exceptions of a significant but not material nature, typically having to do with part/model numbers,details of attachments,mountings, clearances,internal configurations,etc., and are not to be confused with the material exceptions covered in paragraph 3.5. 3.4 Evidence of Every one of your Offers must contain Attachment 1 [Offer and Acceptance Form] Intent with a signature by your duly authorized officer,executive, principal,or agent.The signature will be deemed to signify your intent to be bound by that Offer and the terms of the Solicitation,and your representation that the information you have i provided in that Offer is true and accurate. 3.5 Exceptions to If you are submitting an Offer conditioned on exceptions to the Solicitation Solicitation Documents, indicate"NO"on Attachment 5-B[Conformance Statement]and also Documents indicate that exceptions are being taken under the"Terms&Conditions"tab for the Solicitation in ProcureAZ.Any exceptions taken elsewhere in an Offer or any of your preprinted or standard terms will be void in that Offer and without force or effect in any resulting contract. 3.6 Insurance Provide the evidence of insurance availability,evidence of insurance in place, and Bonds evidence of bonding capacity, bonds in hand,or other security that are called for in Attachment 5-C[Insurance and Bonding Evidence]. If you intend to withhold or redact any element of your evidence of insurance policy compliance required by Section 6.1 of the Special Terms and Conditions[Contractor Insurance Requirements]on the grounds that it is confidential information,then you must claim it as such and submit the necessary substantiated justification with each Offer using Attachment 5-A[Designation of Confidential Information]. Unless Procurement Officer has determined that your evidence documentation,or some or all your insurance program,is confidential information under paragraph 4.7, refusing after contract award to provide the complete, un-redacted copies of policies as called for in that exhibit will be a material breach of the Contract. - 3.7 Identification of State is subject to Arizona Transaction Privilege Tax as well as certain local Taxes in Offer sales/use taxes,as described in the Contract Terms and Conditions. 1 3.8 Excise Tax State is exempt from certain federal excise tax on manufactured goods;State will provide the necessary exemption certificates as evidence to the extent exemption applies to the Work. 3.9 Tax You must provide to State your federal employer identification number or social Identification security number for the purposes of reporting monies paid under the Contract to appropriate taxing authorities.The submission is mandatory under 26 U.S.C. §6041A. If the identifier provided is a social security number,State shall only use it for tax reporting purposes and only share it with appropriate government officials. , 3.10 Disclosure If you are submitting an Offer despite having been debarred,suspended or otherwise lawfully precluded from participating in any public procurement activity, including being disapproved as a subcontractor with any federal,state or local government,or if any such preclusion from participation from any public procurement 1 activity is currently pending,then you must provide with that Offer the name and address of the governmental unit,the effective date,duration,and circumstances of the suspension,debarment,or other preclusion,and your justification for State to PART 3 of the Solicitation Documents SECTION 3-A: Instructions to Offerors Template version 2.0(01-FEB-2017) Page 5 of 47 Available online at : P r o c u r e . A Z , o o v t v� HEs F Request for Proposal _ Arizona Department of Administration a !`ir ;i t Solicitation No. State Procurement Office oADS P 018-00008178 100 N 15th Ave.,Suite 402 d, 4,? Description: Phoenix,AZ 85007 */912 4 Heavy Equipment Rental Non-Operated consider the Offer despite the suspension,debarment,or other preclusion. Include in your disclosure any suspension,debarment,or other preclusion that is pending, but indicate that it is pending. 3.11 Federal By signing an Offer,you will be deemed to have represented that both you and all Immigration your proposed subcontractors are in compliance with federal immigration laws and Laws regulations relating to the immigration status of their personnel. State may,at its discretion,demand evidence of compliance during Evaluation,which you must provide promptly. Not providing the evidence will be grounds for Procurement Officer to determine that the Offer is Not Susceptible for Award. 3.12 Cost of Offer State will not reimburse to you or any of your prospective subcontractors,suppliers, Preparation or consultants any costs associated with responding to the Solicitation. 3.13 Offshore Any services that are described in the specifications or scope of work that directly Performance of serve the State of Arizona or its clients and involve access to secure or sensitive Work Prohibited data or personal client data shall be performed within the defined territories of the United States. Unless specifically stated otherwise in the specifications,this paragraph does not apply to indirect or'overhead'services, redundant back-up services or services that are incidental to the performance of the contract. This provision applies to work performed by subcontractors at all tiers. Offerors shall _ declare all anticipated offshore services in the proposal. 3.14 No Charge Items If applicable,check the"no charge"option per line item and provide a comment to the no charge in the alternate description box. If a line item is"bundled",i.e. incorporated within another line item specify which line item in the alternate description box. Using the"no charge"option ensures that the Bidder is providing a response to a specific item yet is not charging for that line item. 3.15 No Bid Items Line items left blank or using a zero(0)dollar amount generates a"No Bid"for the line item in ProcureAZ. If use of a Separate attachment for cost is requested insert a $1.00 line item to ensure acceptance of the bid in ProcureAZ. 4.0 Submission of Offer : 4.1 Required Offer Submit all of the Initial Offer content called for in Section 3-B: Offer Forms 3 Content (Attachments).To be Responsive, each Revised Offer or a Best and Final Offer must contain all of the Attachments indicated in the applicable Procurement Officer request for Revised Offer or request for Best and Final Offer. If Procurement I Officer does not request that a Revised Offer or Best and Final Offer include revision of an Attachment from its initial or previously-revised form,as applicable,then(1) Offeror shall not submit any revision of that Attachment with the Revised Offer or a Best and Final Offer,and Procurement Officer will disregard any such unrequested revision and(2)that Attachment be valid in its initial or previously-revised form,as applicable,for the duration of the Revised Offer or Best and Final Offer validity period. 3 4.2 Attachment If an Attachment indicates that a"Form"is being provided for an Attachment,then Forms the Solicitation includes the required form and format for submitting the Attachment. No other form or format will be accepted,and your Offer can be determined to be Not Susceptible for Award if you submit an unofficial form. If, however,the Solicitation Documents indicate that you are allowed to attach additional documents regarding a particular question or line item,then doing so will be acceptable so long as the filled-out Attachment clearly states"See Attachment X a PART 3 of the Solicitation Documents SECTION 3 A: Instructions to Offerors Template version 2.0(01-FEB-2017) Page 6 of 47 Available online at : P r o c u r e . A Z . g o v � � Request for Proposal s,o r Arizona Department of Administration Solicitation No. State Procurement Office ADSP018-00008178 100 N 15th Ave.,Suite 402 a►� + 4,e Description: Phoenix,AZ 85007 /912 * Heavy Equipment Rental Non-Operated Supplement(#1 of 2)",etc.,and the additional document is clearly marked as "Attachment X Supplement(#1 of 2),"etc. NOTE(1): Each Form has a blank space to list your Attachment Supplements. NOTE(2):You must upload each such"additional"document as an individual file and name the file to match the document title. NOTE(3):Attachment Forms cannot be filled-in directly in ProcureAZ;they must be downloaded,edited,and then uploaded(referred to as"attachments"in ProcureAZ) as part of each Offer. NOTE(4): Do not include non-specific marketing materials in an Offer. If something is not specifically called for,then including it will not be helpful during Evaluation,and might in fact be grounds for down-grading if it does not address your experience and capacity to carry out the work for this Solicitation. 4.3 Pricing If there are specific"Items"(line items)for the Solicitation in ProcureAZ,then submit pricing for the Offer directly in ProcureAZ for each such Item. If a Pricing Document has been provided as an Attachment Form,then submit pricing for the Offer in the indicated blanks in that Attachment. If no specific pricing input or form has been provided with the Solicitation,then submit pricing for the Offer in the form and format specified in Attachment 4[Pricing Document]. If nothing is specified or if no Attachment 4 in included in the Solicitation documents,then submit pricing for the Offer in a form and format of your choosing that coherently and comprehensively presents the pricing being offered. 4.4 Submission Submit each Offer online in ProcureAZ at https://procure.az,aov before the "Bid Opening Date" indicated for the"Solicitation No."at the top of these Instructions to Offerors.State will not consider a proposal submitted by any other method other than ProcureAZ,and it will be deemed void upon submission.By A.A.C. R2-7-C307,State will not consider later offers. State will give no extension or grace period for delays or incomplete proposals caused by internet connectivity problems,file uploading difficulties,or misunderstanding of the requirements or procedures for online submission in ProcureAZ. If your proposal is not submitted correctly,completely,and in conformance to these Instructions herein,then Procurement Officer may determine it Not Susceptible for Award. NOTE: Using ProcureAZ requires a certain level of technical competency;select your staff to submit proposals and handle other Solicitation general matters in ProcureAZ carefully,since the ProcureAZ Help Desk cannot do any of the required actions for you. 4.5 Solicitation Acknowledge each Solicitation Amendment in ProcureAZ.By A.A.C. R2-7-C303(C), Amendments you must acknowledge every Solicitation Amendment issued as of the due date and time for an Offer to be Responsive. If you have submitted your proposal early,you must be alert for subsequent Solicitation Amendments—if one is issued after your submission but before offer due date and time,then the Procurement Officer may determine the Offer to be Not Responsive if you have not acknowledged it. 4.6 Amending or You cannot amend or withdraw a submitted proposal after the offer due date and Withdrawing time unless expressly permitted under applicable law. 4.7 Confidential If you believe that a portion of your Offer(or a protest or other correspondence) Information contains a trade secret or other manner of your proprietary information,you must: 1. indicate on Attachment 5-A[Designation of Confidential Information]that your proposal contains such claimed confidential information;and PART 3 of the Solicitation Documents SECTION 3-A: Instructions to Offerors f ,,,. Template version 2.0(01-FEB-2017) Page 7 of 47 _'� Available online at : P r o c u r e . A Z . g o v 09E:: Reqryuest for Propnosal `7rArizona Department of Administration Solicitation No. State Procurement Office ADSP018-00008178100 N 15th Ave.,Suite 402 Description: Phoenix,AZ 85007 Heavy Equipment Rental Non-Operated 2. designate clearly throughout the Offer each instance of that trade secret or other proprietary information in the other portions of your proposal using the term"confidential." Simply indicating that the proposal contains confidential information is not sufficient to claim the protections under A.A.C. R2-7-C317—Attachment 5-A must be accompanied by a detailed explanation as to why each item or category of items in the proposal should be designated confidential information. Procurement Officer shall review your claim of confidentiality and provide a written determination; until a written determination has been made,Procurement Officer shall not disclose the claimed information to anyone who does not have a legitimate State interest. If Procurement Officer denies the claim of confidentiality,you may appeal the determination to the State Procurement Administrator within the time specified in the determination. NOTE:Contract terms and conditions, pricing,and information generally available to the public are not and will not be designated confidential information. 4.8 Public Record Once submitted and opened by Procurement Officer,your Offer is a public record and must be retained by State for 6(six)years.All offers will be available for public inspection in ProcureAZ after the resulting contracts have been awarded,except for any portions that were determined to be confidential information. Procurement Officer shall make the names of Persons who submitted offers available in ProcureAZ promptly after the opening date. 4.9 Offeror By signing the Offer and Acceptance Form (or other official contract form specified Certification by Procurement Officer),you will be deemed to have certified that: 1. you did not engage in collusion or other anti-competitive practices in connection with the preparation or submission of your Offer;and 2. you do not discriminate against any employee or applicant for employment or person to whom you provide services because of race,color,religion,sex, national origin,or disability,and that you comply with an applicable federal, state,and local laws and executive orders regarding employment. 5.0 Responsibility, Responsiveness and Acceptability 5.1 Responsibility In accordance with A.R.S.41-2534(G),A.A.C. R27-C312 and R2-7-C316,the State shall consider the following in determining Offeror's responsibility,as well,as the responsiveness and acceptability of their proposals.The State will consider,but is not limited to,the following in determining an Offerors responsibility as well as susceptibility to Contract Award: 1. Whether the Offeror has had a contract within the last five(5)years that was terminated for cause due to breach or similar failure to comply with the terms of the contract; 2. Whether the Offeror's record of performance includes factual evidence of failure to satisfy the terms of the Offeror's agreements with any party to a contract. Factual evidence may consist of documented vendor performance reports,customer complaints and/or negative references; 3. Whether the Offeror is legally qualified to contract with the State and the Offeror's financial, business,personnel,or other resources,including subcontractors; PART 3 of the Solicitation Documents SECTION 3-A: Instructions to Offerors Template version 2.0(01-FEB-2017) Page 8 of 47 Available online at : P r o c u r e . A Z . g o v gHEs�o rf Request for Proposal „ Arizona Department of Administration Solicitation No. State Procurement Office " ?� e ADSPOI8-00008178 100 N 15th Ave.,Suite 402 1 411P11 Description: Phoenix,AZ 85007 /912 # Heavy Equipment Rental Non-Operated 4. Legally qualified includes if the vendor or if key personnel have been debarred,suspended or otherwise lawfully prohibited from participating in any public procurement activity,including but not limited to,being disapproved as a subcontractor of any public procurement unit or other governmental body. 5. Whether the Offeror promptly supplied all requested information concerning its responsibility; 6. Whether the Offer was sufficient to permit evaluation by the State,in accordance with the evaluation criteria identified in this Solicitation or other necessary offer components. Necessary offer components include: attachments,documents or forms to be submitted with the offer, an indication of the intent to be bound, reasonable or acceptable approach to perform the Scope of Work, signed Solicitation Amendments,references to include experience verification,adequacy of financial/business/personal or other resources to include a performance bond and stability including subcontractors and any other data specifically requested in the Solicitation; 7. Whether the Offer was in conformance with the requirements contained in the Scope of Work,Terms and Conditions, and Instructions for the Solicitation and its Amendments,including the documents incorporated by reference; 8. Whether the Offer limits the rights of the State; 9. Whether the Offer includes or is subject to unreasonable conditions,to include conditions upon the State or necessary for successful Contract performance. The State shall be the sole determiner as to the reasonableness of a _ condition; 10. Whether the Offer materially changes the contents set forth in the Solicitation, which includes the Scope of Work,Terms and Conditions,or Instructions; and, 11. Whether the Offeror provides misleading or inaccurate information. 5.2 Responsiveness Proposals that do not contain information sufficient to evaluate the proposal in and Acceptability accordance with the factors identified in the solicitation or other necessary proposal components may not be considered responsive and/or acceptable. Necessary components include an indication of the Offeror's intent to be bound, price proposal, solicitation amendments, bond and reference data as required. Proposal Content. The Offeror shall make a firm commitment to provide services as required and proposed. • The material contained in the Offer shall be relevant to the service requirements stated in the solicitation. • It is to be submitted in a sequence that reflects the scope of work section of this document. • It is to include information relevant to the designated evaluation criteria. • Failure to include the requested information may have a negative impact on the evaluation of the Offeror's proposal. i 5.3 Eligibility for If Procurement Officer determines an offeror is Not Responsible,then he or she is Evaluation and not permitted by A.A.C. R2-7-C314 to give further consideration to its offer or include Negotiation it in any Negotiation or make Evaluation of its offer. If,however, Procurement Officer determines that an offer is Responsive(i.e.,there is no applicable determination of Not Susceptible for Award),then he or she is obliged by A.A.C. R2-7-C314 to make Evaluation of it and include the offeror in the immediate round of Negotiation(if there is any Negotiation). If Procurement Officer determines subsequently that your Revised Offer is Not Susceptible for Award by virtue of comparison to other revised offers per A.A.C. R2-7-C314(A)(3),then he or she will not include you in any further Negotiation. PART 3 of the Solicitation Documents SECTION 3-A: Instructions to Offerors ' Template version 2.0(01-FEB-2017) Page 9 of 47 Available online at : P r o c u r e . A Z . q o v Of("E s,'+r^ Request for Proposal �,_t Arizona Department of Administration Ay !-'L „ Solicitation No. State Procurement Office I .5 Le. ADSP018-00008178 100 N 15th Ave.,Suite 402 ��p �? Description: Phoenix,AZ 85007 i912 4' Heavy Equipment Rental Non-Operated For clarity of intent,the foregoing means that Procurement Officer may reduce the number of offers that are"susceptible for award"with each successive round of Negotiation, since the purpose of Negotiation is to achieve best value for State. 6.0 Evaluation of Offers 6.1 Offer Validity By submitting an Offer,you agree to hold it open for the validity period specified in Period the Solicitation Summary. If no validity period is specified therein,then you shall hold your Offer open for 180(one hundred eighty)days.The specified or default validity period(whichever applies) re-starts upon submission of each Revised Offer or a t r Best and Final Offer. 6.2 Clarifications Upon receipt and opening of proposals submitted in response to this solicitation,the State may request oral or written clarifications, including demonstrations or questions and answers,for the sole purpose of information gathering or for eliminating minor informalities or correcting nonjudgmental mistakes in proposals.Clarifications shall not otherwise afford Offerors the opportunity to alter or change their proposal. 6.3 Oral The State may request oral presentations. If requested,the Offeror shall be Presentations available for oral presentations with no more than ten(10)business days advance notice. Participants in the oral presentations should include the Offeror's key persons. Such oral presentations shall not otherwise afford an Offeror the opportunity to alter or change its Offer. 6.4 Cost or Pricing Submit any cost or pricing data promptly that Procurement Officer requests under Data A.R.S§41-2543 per A.A.C. R2-7-702(B)(2). Procurement Officer may make the following preconditions for eligibility and award: 1. submission of appropriate cost or pricing data under A.A.C. R2-7-704; 2. determination that the submitted cost or pricing data demonstrates that pricing is fair and reasonable under A.A.C. R2-7-702(A);and 3. determination that the data is not defective under A.A.C.R2-7-705. 6.5 Evaluation In accordance with the Arizona Procurement code A.R.S.§41-2534, awards shall be Criteria made to the responsible Offeror(s)whose proposal is determined in writing to be the most advantageous to the State based upon the evaluation criteria listed below.The evaluation factors are listed in their relative order of importance. 6.5.1 Cost 6.5.2 Experience and Capacity 6.5.3 Methodology 6.6 Negotiations In accordance with A.R.S.§41-2534,after the initial receipt of proposals,the Procurement Officer may conduct discussions with those Offerors who submit proposals determined by the State to be reasonably susceptible of being selected for award. Procurement Officer will request a best and final offer from any offerors with whom negotiation has been conducted, provided that,State may make award made without any Negotiation and therefore every offeror is forewarned to always submit its offer complete and on the most favorable terms initially,and not to assume any opportunity for Negotiation. 6.7 Financial You must be able to substantiate your financial stability to State's satisfaction as a Stability precondition of any contract award. Procurement Officer may demand PART 3 of the Solicitation Documents SECTION 3-A: Instructions to Offerors Template version 2.0(01-FEB-2017) Page 10 of 47 Available online at : P r o c u r e . A Z , g o v i __ EST_ Request for Proposal v,—Tf` Arizona Department of Administration H !,„,.::. Solicitation No. State Procurement Office 12 .1 "I ADSPOI 8-00008178 100 N 15th Ave.,Suite 402 ,0 Description: Phoenix,AZ 85007 *f91 4 Heavy Equipment Rental Non-Operated documentation such as current and audited financial statements,including income and balance sheets,directly from you or may obtain reports from independent financial rating services. Not providing the evidence will be grounds for Procurement Officer determining your Offer is Not Susceptible for Award. 6.8 Consideration of Procurement Officer may determine that your Offer is Not Susceptible for Award if it Exceptions is conditioned on an exception to a material aspect of the Solicitation. Even if Procurement Officer determines that an exception is one that does not merit Not Susceptible for Award determination,he or she may down-grade your Offer in Evaluation if the exception is significant. 6.9 Consideration of Procurement Officer may down-grade your Offer in Evaluation if it contains Deviations deviations that,in his or her determination,materially reduce the value to State of affected Materials or Services across the life-cycle thereof. 6.10 Consideration of Procurement Officer may credit any proposed prompt payment discounts for the Prompt Payment purpose of evaluating offer prices. Discount 6.11 Consideration of Procurement Officer shall not include Arizona Transaction Privilege Tax and other Taxes sales/use taxes for the purpose of evaluating offer prices. 6.12 Consideration of Regardless of the relative order assigned to cost in the Solicitation Summary,cost is Cost an essential consideration in every award State makes;State's intent is always to obtain the best pricing available and it strives to make its evaluations be a j straightforward comparison of best value between the responsible and responsive , proposals as far as possible to the extent permissible under the Arizona Procurement Code. 6.13 Unit Price In the case of discrepancy in your Offer between a unit price or rate and an Prevails extension of that unit price or rate,the unit price or rate will prevail. 6.14 Waiver and Notwithstanding any other provision of the Solicitation Documents, State reserves Rejection the right to waive any minor informality, reject any or all offers or portions thereof or cancel the Solicitation. 7.0 Award of Contract , 7.1 Best Advantage Under A.A.C. R2-7-C317,contracts will be awarded to the responsible offeror whose to State offer is determined to be most advantageous to the State based on the stated evaluation criteria. f 7.2 Number of Types State may make multiple awards or to award contracts by individual line items or of Awards alternates, by group of line items or alternates,or to make an aggregate award,or regional awards,whichever is determined to be most advantageous to State. 7.3 Contract Your Offer does not constitute a contract nor does it confer any right on you to the Inception award of a contract.A contract is not created until your Offer has been accepted for State by Procurement Officer's signature on the Offer and Acceptance Form. Notice of award or of intent to award will not constitute State's acceptance of your Offer. 7.4 Contract State may,at its option,consolidate the resulting contract documents after contract f i Document award. Examples of such consolidation are reorganizing Solicitation Documents and Consolidation those components of the Accepted Offer not pertaining to the contract's operation i and excluding any components of the Accepted Offer that were not awarded. PART 3 of the Solicitation Documents SECTION 3-A: Instructions to Offerors Template version 2.0(01-FEB-2017) Page 11 of 47 , Available online at : P r o c u r e . A Z . e o V odT"E Request for Proposal v, ri Arizona Department of Administration h Solicitation No. State Procurement Office ADSP018-00008178 100 N 15th Ave.,Suite 402 t $ Description: Phoenix,AZ 85007 191 Heavy Equipment Rental Non-Operated Contract document consolidation will not, however,include or be construed to include any materially change the Solicitation or the Contract. 8.0 Solicitation or Award Protests Any protest must comply with and be resolved according to Arizona Revised Statutes Title 41, Chapter 23,Article 9,and rules adopted thereunder. Protests must be in writing and be filed with both Procurement Officer and the State Procurement Administrator. Protest of the Solicitation must be received before the offer due date and time. Protest of a proposed award or of an award must be received within 10(ten)days after Procurement Officer makes the procurement file available for public inspection. In either case,the protest must include: 1. the name,address,email address and telephone number of the interested party; 2. signature of the interested party or its representative; 3. identification of the purchasing agency and the solicitation or contract number; 4. a detailed statement of the legal and factual grounds of the protest including copies of relevant documents;and 5. the form of relief being requested. 9.0 Comments Welcome SEPARATELY AND APART FROM THIS SOLICITATION,The State Procurement Office periodically reviews these Instructions to Offerors and welcomes any comments the public may have. Please submit your comments to: State Procurement Administrator, State Procurement Office, 100 North 15th Avenue, Suite 201 Phoenix,Arizona,85007 End of Section 3-A PART 3 of the Solicitation Documents SECTION 3-A: Instructions to Offerors Template version 2.0(01-FEB-2017) Page 12 of 47 Available online at : P r o c u r e . A Z . Q o v viitAiiik*t., Request for Proposal Arizona Department of Administration Solicitation No. ADSP018-00008178 State Procurement Office ioo N 15th Ave.,Suite 402 tr6t4":0 Description: Phoenix,AZ 85007 1912 Heavy Equipment Rental Non-Operated Section 3-B: Offer Forms (Attachments) ATTACHMENT 1 OFFER AND ACCEPTANCE FORM 14 ATTACHMENT 2-A.... EXPERIENCE AND CAPACITY QUESTIONNAIRE 15 ATTACHMENT 2-B.... ORGANIZATION PROFILE 23 ATTACHMENT 3-A.... METHOD PROPOSAL (METHOD OF APPROACH) 25 ATTACHMENT 3-B.... KEY PERSONNEL PROPOSAL 26 ATTACHMENT 3-C ... PROPOSED SUBCONTRACTORS 33 ATTACHMENT 3-D ... PERFORMANCE GUARANTEE 35 ATTACHMENT 3-E.... BOYCOTT OF ISRAEL DISCLOSURE 36 ATTACHMENT 3-F.... TITLE 37 ATTACHMENT 4 PRICING SHEET 38 ATTACHMENT 5-A.... CONFIDENTIAL INFORMATION DESIGNATION 39 ATTACHMENT 5-B.... CONFORMANCE STATEMENTS 42 ATTACHMENT 5-C ... INSURANCE AND BONDING EVIDENCE 46 ATTACHMENT 5-D ... OFFER CHECKLIST 47 - - , , PART 3 of the Solicitation Documents SECTION 3-B:Offer Forms el Template version 2.0(01-FEB-2017) Page 13 of 47 %) Available online at : Procure . AZ . gov ,ow , Request for Proposal Arizona Department of Administration ``'" "' Solicitation No. State Procurement Office ADS P018-00008178 100 N 15th Ave.,Suite 402 ) a! Description: Phoenix,AZ 85007 "l912 " Heavy Equipment Rental Non-Operated Attachment 1 Offer and Acceptance Form SUBMISSION OF OFFER:Undersigned hereby offers and agrees to provide Erroll Reference source not found.CaU Center Services in compliance with the Solicitation indicated above and our Offer indicated by the latest dated version below: Initial 1. 1 July 9,2018 )&( Offer: dafe initial 2. fx . 3. Ix 4. LX Wised date#1 initial date#1 initial date#1 initial i Offers: 5. x... 6 l 1.x 7' __x . date#4 initial date#5 initial date#8 initial Best and 8.1 X Final Offer. date initial A to Z Equipment �� j) Offeror company name Signature of person authorized to sign Offer Initials 1313 E.Baseline Rd Doug Dickerson—Director of Sales and Marketing Address Printed name and title Gilbert,AZ,85233 Doug Dickerson—Director of Sales and Marketing City I State ZIP Contact name and title 86-0250394 ddickerson@atozequipment.com 480 570 8918 Federal tax identifier(EIN or SSN) Contact Email Address Contact phone number CERTIFICATION:By signature in the above,Offeror certifies that it 1. will not discriminate against any employee or applicant for employment in violation of Federal Executive Order 11246,[Arizona]State Executive Order 2009-9 or A.R.S.§§41-1461 through 1465; 2. has not given,offered to give,nor intends to give at any time hereafter any economic opportunity,future employment,gift,loan,gratuity, special discount,trip,favor,or service to a public servant in connection with the submitted offer.Failure to provide a valid signature affirming the stipulations required by this clause will result in rejection of the Offer.Signing the Offer with a false statement will void the Offer,any resulting contract,and may subject to legal penalties under law; 3 complies with A.R.S.§41-3532 when offering electronics or information technology products,services,or maintenance;and 4. is not debarred from,or otherwise prohibited from participating in any contract awarded by federal,state,or local government. ACCEPTANCE OF OFFER:State hereby accepts the initial Offer,Revised Offer,or Best and Final Offer identified by number#at the top of this form,and which was dated date(the Accepted Offer).Offeror is now bound(as Contractor)to carry out the Work under the attached Contract,of which the Accepted Offer forms a part.Contractor is cautioned not to commence any billable work or to provide any material or perform any service under the Contract until Contractor receives the applicable Order or written notice to proceed from Procurement Officer. State's Contract No.is:ADSPO18-00008178 The effective date of the Contract is:date Contract awarded date Mackenzie Rix Procurement Officer signature ProcurementManager,Mackenzie Mix PART 3 of the Solicitation Documents SECTION 3-B:Offer Forms 3 Template version 2.0(01-FEB-2017) Page 14 of 45 Available online at : P r o c u r e , A Z . g o v E�"ES'7 Request for Proposal Arizona Department of Administration � Solicitation No. State Procurement Office rr ,� ADSP018-00008178 100 N 15th Ave.,Suite 402 t } y' Description: Phoenix,AZ 85007 i9;: Heavy Equipment Rental Non-Operated Attachment 2-A Experience and Capacity Questionnaire STATE MAY DETERMINE YOUR PROPOSAL IS NON-RESPONSIVE IF YOU DO NOT ANSWER ALL QUESTIONS FULLY. The Offeror shall provide a narrative response to each question that demonstrates their understanding of the Scope of Work requirements and describes your company's overall method of approach for providing the service stated in this solicitation. If there is a question that is not applicable to the services required by the Scope of Work, you may mark it N/A. EXPERIENCE AND CAPACITY QUESTIONS: Question 1: Integrity of Company Structure-Disclosure Provide a statement providing full disclosure of any public sector contracts terminated for convenience or cause in the past 5 years. Offeror Response: A to Z has not had any public-sector contracts terminated in the past 5-years. Question 2: Integrity of Company Structure-Disclosure Provide a statement documenting all open or pending litigation initiated by the Offeror or where the Offeror is a dependent or party in litigation that may have a material impact on Offeror's ability to deliver the contracted services. Offeror Response: A to Z is not currently in litigation that would affect our ability to service the contract,nor are there any other issues Question 3: Integrity of Company Structure-Disclosure Explain any involvement in any lawsuit the Offeror has had in the last three(3)years. Specifically identify any lawsuits that are currently in litigation or pending litigation and/or any class action lawsuits. Offeror shall disclose any court, administrative judgements,and/or orders issued against the company within the last three(3)years prior to submission to this Proposal. Offeror Response: A to Z was sued by an employee of J.W.Marriott resort for an injury sustained while using rented equipment provided by A to Z for work being done at the J.W.Marriott resort. Our tractor manufacturer(AGCO)was also party to the suit and settled their claim. The case never went to court and our insurance company paid the claim against A to Z.Subsequently(currently),our insurance company filed a suit on behalf of A to Z against J.W.Marriott for their responsibility in the accident. Question 4: Integrity of Company Structure-Disclosure Provide a statement whether or not there are any pending Securities Exchange Commission investigations involving the Offeror,and if such are pending or in progress,an explanation providing relevant details and an attached opinion of counsel as to whether the pending investigation(s)may impair the Offeror's performance in a Contract under this RFP. Offeror Response: A to Z is not involved with any Securities and Exchange investigations. PART 3 of the Solicitation Documents SECTION 3-B: Offer Forms 3 Template version 2.0(01-FEB-2017) Page 15 of 45 Available online at : P r o c u r e . A Z . o o v _'tEsr�voiAgiags, Request for Proposal Arizona Department of Administration „ a Solicitation No. State Procurement Office ADSPOI8-00008178 100 N 15th Ave.,Suite 402 dv a Description: Phoenix,AZ 85007 i912 Heavy Equipment Rental Non-Operated Question 5: Integrity of Company Structure-Disclosure Provide a statement whether or not, in the last ten(10)years,the Offeror or a principal has filed(or had filed against it)any bankruptcy or insolvency proceeding,whether voluntary or involuntary, or undergone the appointment of a receiver, trustee, or assignee for the benefit of creditors,and if so, an explanation providing relevant details. Offeror Response: Neither A to Z or any principal has ever filed for bankruptcy. Question 6: Integrity of Company Structure Provide your company's formal disaster recovery plan. Offeror Response: A to Z does not have a"disaster recovery plan"in place as defined by federal standards. We do have policies and procedures in place to handle"normal" problems and emergencies that can occur during daily operations. Question 7: Integrity of Company Structure and Financial Reporting Submit a notarized statement from a Certified Public Accountant demonstrating the company's financial stability for the two(2)most recently completed fiscal years. If the statements being provided by the Offeror are that of a parent or holding company, additional certification must be provided for the entity/organization directly responding to this solicitation. Offeror Response: A to Z contracts independent CPA services from accounting firm Walker&Armstrong LLP for compilation-level preparation of year-end financials and tax returns.This level of service has been sufficient for A to Z to maintain healthy,longstanding business relationships with manufacturers,vendors, and lenders over its 57-year history.However,without fully audited statements,A to Z is unable to provide the notarized statement from a CPA as requested.We hope the financial statements provided in response to Question 9,compiled by our independent CPA,and our long history within the Arizona business community speak for our financial stability. Question 8: Integrity of Company Structure and Financial Reporting Submit a statement indicating that the CEO and/or CFO has taken personal responsibility for the thoroughness and correctness of any/all financial information supplied with this proposal. The particular areas of interest in considering corporate responsibility include the following items: separation of audit functions from corporate boards and board members, if any,the manner in which the organization assures board integrity, and the separation of audit functions and consulting services. Offeror Response: A to Z his a closely held,family owned business. The founder is still active in the business as is the 2nd generation and 3rd generation. We do not have an outside board. However,we do retain a CPA firm and other legal counsel as needed. Question 9: Integrity of Company Structure and Financial Reporting Prove the last three(3)years of audited financial statements(including the income statement and balance sheets). Reminder, mark confidential if the information is not public. Offeror Response: A to Z does not have"audited"financial statements as our bank and other lenders have never required them. We pride ourselves for paying our bills on time and have never had a problem being PART 3 of the Solicitation Documents SECTION 3-B: Offer Forms 3 Template version 2.0(01-FEB-2017) Page 16 of 45 Available online at : P r o c u r e . A Z . q o v s—q 4 0" Request for Proposal P Arizona Department of Administration Solicitation No. State Procurement Office . ,; ; ADSP018-00008178 100 N 15th Ave.,Suite 402 a►,� Description: Phoenix,AZ 85007 /912 Heavy Equipment Rental Non-Operated delinquent. We have attached the past 3-years income statements and balance sheets and other financials in 2B supplements. These are confidential documents. Question 10: Length of time delivering these type of services State how long your company has been delivering the services and technologies proposed in this RFP. Provide specific clients and detailed examples. Include a description of major issues that have been encountered relative to these services and how you resolved them. Offeror Response: A to Z was founded in 1960 near Thomas Rd and 44th street. It was,and still is,known in the industry as a"general tool and equipment rental". We have grown to(4)locations across the Phoenix metro area(Gilbert,Avondale,Central Phoenix and North Phoenix)and employ over 175 people. A to Z is known for its extensive inventory, both in terms of the wide variety of equipment and in the large amount of each product type. We have also built a reputation for providing high quality,well maintained rental equipment. We provide high quality service and respond promptly and fairly when there is an issue with the rented equipment. We also offer delivery/pickup of equipment. Our customer base includes a healthy mix of landscapers,contractors,homeowners,industrial and government(schools,cities,counties,state). Question 11: Organizational Structure Briefly detail any organizational or operational changes your firm had undertaken in the past three(3) years, including any acquisitions or mergers,any divestitures of significant operating components or other significant changes that have been completed or are contemplated. Offeror Response: A to Z has not had any significant organizational or operational changes in the past 3- years and none planned in the near future. We are a majority woman-owned company. We continue to grow revenues annually since the great recession. We are a dynamic business and always look for ways to improve in serving our customers and providing for our employees. Question 12: Proposal Describe factors or reasons we should consider Offeror more favorably than your competitors(e.g. additional value, added or ancillary services the firm provides). Offeror Response: A to Z is among the largest"general tool rental"companies in the U.S.As such,there are a few reasons why to Z should be considered favorably: 1) In-Store transactions—A to Z is set up to handle in-store retail transactions. If agencies plan to pickup equipment,we are easier to deal with than larger rental companies. 2) Depth of Inventory—We normally have equipment on hand when you need it,especially as it relates to smaller equipment,which some larger rental companies do not stock. 3) Convenient Locations—Four stores in the Valley(East,West,Central PHX,and North PHX),open(6) days per week 4) Family owned(woman owned), locally operated business that contributes directly to the Arizona economy and keeps the money in state. PART 3 of the Solicitation Documents SECTION 3-B: Offer Forms 3 Template version 2.0(01-FEB-2017) Page 17 of 45 Available online at : P r o c u r e . A Z . q o v 4t11Esr9, Request for Proposal Arizona Department of Administration Solicitation No. State Procurement Office '11�r ADS PO18-00008178 100 N 15th Ave.,site 402 da0 Description: Phoenix,AZ 85007 r912 * Heavy Equipment Rental Non-Operated Question 13: Public Sector Experience Do you currently have contracts with any of the State of Arizona agencies or any other States? If so, please provide the agency name,contract number, and a brief description of the contract's scope of services. Offeror Response: A to Z currently holds contract number ADSPOI8-202491 Landscape,Utility,Trailers and Equipment with the State of Arizona. This contract is for the sale of equipment to the state. PART 3 of the Solicitation Documents SECTION 3-B: Offer Forms 3 Template version 2.0(01-FEB-2017) Page 18 of 45 Available online at : P r o c u r e . A Z . o o v 4111E4, Request for Proposal M Arizona Department of Administration ,7�" = Solicitation No. State Procurement Office . t, AD Solicitation 100 N 15th Ave.,Suite 402 '41�aO y" Description: Phoenix,AZ 85007 rsi Heavy Equipment Rental Non-Operated EXPERIENCE REFERENCES: The State intends to conduct reference checks for account referenced provided by Offerors. It may,at its sole discretion, contact additional clients not presented as references. Offerors shall provide at least three(3)client references for assignments that replicate or mirror the requirements of this RFP.At least one(1)of the projects referenced must be Arizona government related. All assignments shall be for assignments received and completed within the last five(5)years. NIClient Company/Address Contact Begin Date End Date State of Arizona Mackenzie Hix May 8,2018 May 8,2019 Phone Number Email Address 602 542 9126 Mackenzie.hix@azdoa.gov �..., , � x�� Project Scope and deliverables, include number of resources engaged in project,timeline of project(major milestones) Currently hold ADSPO18-202491 for sale of Landscape and Utility Equipment. We also held the preceding 5-year contract for the same type of goods. List job positions provided and technologies utilized to supplement services. Supported by our in-store staff and outside sales team © Client Company/Address Contact Begin Date End Date Mesa Public Schools Gary Barkman July 1,2018 June 30, 2019 Phone Number Email Address 480 472 6116 gabarkman@mpsaz.org Project Scope and deliverables, include number of resources engaged in project,timeline of project(major milestones) Contract to provide folding chairs for high school graduation ceremonies. We are in the loth year of(2)5- year contracts we were awarded. List job positions provided and technologies utilized to supplement services. Supported by primarily by our in-store staff. PART 3 of the Solicitation Documents SECTION 3-B: Offer Forms 3 Template version 2.0(01-FEB-2017) Page 19 of 45 Available online at : P r o c u r e . A Z . g o v AS Request for Proposal Arizona Department of Administration 4,, war* > Solicitation No. State Procurement Office ADSP018-00008178 100 N 15th Ave.,Suite 402 ' V, Description: Phoenix,AZ 85007 ,912 Heavy Equipment Rental Non-Operated Client Company/Address Contact Begin Date End Date Mesa Public Schools Gary Barkman Feb.i,2018 Jan 31, 2oi9 Phone Number Email Address 480 472 6116 gabarkman@mpsaz.org Project Scope and deliverables, include number of resources engaged in project,timeline of project(major milestones) Contract to provide rental equipment on an as needed basis. We are in the 3rd year of 5-year contract List job positions provided and technologies utilized to supplement services. Supported by primarily by our in-store staff. 4 Client Company/Address Contact Begin Date End Date x x x x Phone Number Email Address x x . . .....�: _ l✓' ,y.,,, „, ,., ., s fi l% # °r� g.� a ,cam�. Project Scope and deliverables, include number of resources engaged in project,timeline of project(major milestones) x List job positions provided and technologies utilized to supplement services. x ATTACHMENT 2-A SUPPLEMENTS: (Insert as required and list here or type"None"on first line) Document No.of Title Date pages Purpose in Offer El None x x x PART 3 of the Solicitation Documents SECTION 3-B: Offer Forms 3 Template version 2.0(01-FEB-2017) Page 20 of 45 Available online at : P r o c u r e . A Z . a o v ,,It;Sr Request for Proposal „�R): Arizona Department of Administration +7 Ia 242s:P is Ct. �, , Solicitation No. State Procurement Office ti, .- ADSPO18-00008178 too N tstn Ave.,site aaz a'v y�i Description: Phoenix,AZ 85007 "/91 * Heavy Equipment Rental Non-Operated End of Attachment 2-A PART 3 of the Solicitation Documents SECTION 3-B: Offer Forms 3 Template version 2.0(01-FEB-2017) Page 21 of 45 Available online at : P r o c u r e . A Z . g o v � '�`4 nE srF ReqAuest for Proposal � �7Arizona Department of Administration 4 i 9, . �� Solicitation No. State Procurement Office ADS PO18-00008178 100 N 15th Ave.,Suite 402 4415e 45/ Description: Phoenix,AZ 85007 J9t2,7 Heavy Equipment Rental Non-Operated Attachment 2-B Organization Profile STATE MAY DETERMINE YOUR PROPOSAL IS NON-RESPONSIVE IF YOU DO NOT ANSWER ALL QUESTIONS FULLY. ORGANIZATION PROFILE Firm Name EFFEM dba A to Z Equipment Year established 1960 Principal address 1313 E.Baseline Rd,Gilbert,AZ,85233 (street, city,state) Entity type: S-Corp Structure: x Branch or Division: x Parent: x Years of experience providing goods similar in type and quantity as required by this Solicitation. 58 Years of experience performing services similar in size and scope as required by this Solicitation. 1990 Years the organization has conducted business in Arizona.' 58 Contract Representatives to Contact Name Title Telephone Number E-Mail Address 2. Doug Dickerson Dir Sales and Marketing 48o 57o 8918 ddikkerson@a- ( zequipment.com 3. Grant Dickerson Accounting and IT 480 539 8700 x2586 gdtckerson@a- zequipment.com Licenses/Certifications Description Issuer Number Expiration 4. Arizona Resale(TPT) State of Arizona 07-125764 Annual 12/31/18 Financial Information(attach financial statements with income/balance sheets as Supplements) Rating/Issuer Score/Rank Date 5. Financial Statements Attached(2-B Sup ? 3-years,Confidential Capacity Location Work Performed Number Capacity Staff 6. Central Phoenix Rental,Sales,Parts,Service 40 Branch Location 7. North Phoenix Rental,Sales,Parts,Service 40 Branch Location 8. Avondale Rental,Sales,Parts 21 Branch Location 9. Gilbert Rental,Sales,Parts,Service 8o Main Office/Location PART 3 of the Solicitation Documents SECTION 3-B: Offer Forms 3 Template version 2.0(01-FEB-2017) Page 22 of 45 Available online at : P r o c u r e . A Z . a o v 4s"_44,� ro Request for Proposal Arizona Department of Administration , Solicitation No. State Procurement Office ADS P018-00008178 100 N 15th Ave.,Suite 402 1 Description: Phoenix,AZ 85007 " r912 * Heavy Equipment Rental Non-Operated ATTACHMENT 2-B SUPPLEMENTS: (Offeror to insert as required and list here or type"None"on first line) Document No.of Title Date pages Purpose in Offer 10 Financial Statements 2017,2o16 3/28/18 to Requested rgiFinancial Statements 2016,2015 6/7/17 to Requested End of Attachment 2-B PART 3 of the Solicitation Documents SECTION 3-B: Offer Forms 3 Template version 2.0(01-FEB-2017) Page 23 of 45 Available online at : P r o c u r e . A Z . c o v I"E ST Re uest for Proposal qArizona Department of Administration Solicitation No. State Procurement Office ADSPOI 8-00008178 loo N 15th Ave.,sane aoz Description: Phoenix,AZ 85007 191 Heavy Equipment Rental Non-Operated Attachment 3-A Method Proposal (Method of Approach) The Offeror shall provide a narrative response that demonstrates their understanding of the Scope of Work requirements and describes your company's overall method of approach for providing the service stated in this solicitation. ATTACHMENT 3-A SUPPLEMENTS: (Offeror to insert as required and list here or type"None"on first line) Document No.of Title Date pages Purpose in Offer riMethod of Approach July 9,2018 i Requested End of Attachment 3-A PART 3 of the Solicitation Documents SECTION 3-B: Offer Forms 3 Template version 2.0(01-FEB-2017) Page 24 of 45 Available online at : P r o c u r e . A Z . g o v 4 Sr4 Request for Proposal qArizona Department of Administration t ,' Solicitation No. State Procurement Office . �. H ADSPOI 8-00008178 100 N 15th Ave.,Suite 402 rf, Description: Phoenix,AZ 85007 /912 * Heavy Equipment Rental Non-Operated Attachment 3-B Key Personnel Proposal Answer all questions thoroughly in the spaces provided. Complete this form in full for each one of the key personnel proposed to be involved in carrying out the Work. Insert or attach a separate resume if desired, but any attached resumes are supplemental to this form and do not substitute for this form. 1 Name: Doug Dickerson How long with company? 20-years Current position Director of Sales and Marketing How long in positon? 15-years in company: How much&tine will be Position for the Services: Administrator dedicated to the Services? x% Monitoring contract PO submissions through ProcureAZ and communication What primary functions contact for the State and Agencies. Additionally,a resource for internal sales will be assigned? force. Describe person's experience in performing Has been involved with the AZ State contract for Landscape and Utility for the services like those that past 5-years as well as contracts with other organizations are to be assigned: List person's job-related A lot of"on the job"training,but also have a BS degree from ASU in Purchasing training and education: and Materials Management filename PART 3 of the Solicitation Documents SECTION 3-B: Offer Forms 3 Template version 2.0(01-FEB-2017) Page 25 of 45 Available online at : P r o c u r e . A Z . a o v 4 1E44 Request for Proposal zYgg .^ Arizona Department of Administration Solicitation No. State Procurement Office ADSPOI 8-00008178 100 N 15th Ave.,Suite 402 Description: Phoenix,AZ 85007 19 * Heavy Equipment Rental Non-Operated 2 Name: Tom Robinson How long with company? 13-years Current position Director of Store Operations How long in positon? 5-years in company: Position for the Services: Oversees rental operations of stores How much of time wii be 2o% dedicated to the Services? What primary functions Assist with training counter staff and monitoring performance will be assigned? Describe person's experience in performing Tom has worked in the equipment industry for approximately 2o-years. services like those that Specifically,he has worked with our rental departments for the past 5-years. are to be assigned: List person's job-related In addition to his on-the-job training,Tom has a 4-year degree from Montana training and education: State University. filename PART 3 of the Solicitation Documents SECTION 3-B: Offer Forms 3 Template version 2.0(01-FEB-2017) Page 26 of 45 Available online at : P r o c u r e . A Z . g o v Kne sr � Request for Proposal Arizona Department of Administration tfriT .rt Solicitation No. State Procurement Office ADSP018-00008178 100 N 15th Ave.,Suite 402 4t. 411 is' Description: Phoenix,AZ 85007 191 Heavy Equipment Rental Non-Operated 3 Name: Grant Dickerson How long with company? 3-years Current position Controller/IT Manager How long in positon? 2 1/2-years in company: Position'for the Services: Administrative How much of time will be to A dedicated to the Services? What primary functions Assist in monitoring usage and usage reporting will be assigned? Describe person's experience in performing Has been doing this for the past 2+years for the AZ State Contract for Landscape services like those that and Utility are to be assigned: List person's job-related On-the-job at A to Z and Grant has a Civil Engineering degree from ASU. training and education: *.:''',Willttoilwr, filename PART 3 of the Solicitation Documents SECTION 3-B: Offer Forms 3 Template version 2.0(01-FEB-2017) Page 27 of 45 Available online at : P r o c u r e . A Z . g o v sKesr,04, , Request for Proposal Arizona Department of Administration 4 Solicitation No. UState Procurement Office pN ADSP018-00008178 100 N 15th Ave.,Suite 402 �dp a Description: Phoenix,AZ 85007 ts)a * Heavy Equipment Rental Non-Operated 4 Name: Mike Schreiner How long with company? 23-years Current position Di in company: spatcher Current position in company: 4-years Position for the Services: Dispatcher How much of time will be io% dedicated to the Services: What primary functions Coordinating and scheduling equipment deliveries will be assigned? Describe person's Mike has been working in/with the rental department for his entire career. He is experience in performing services like those that well versed in equipment knowledge and what is needed to support our are to be assigned: customers. List person's job-related training and education: On-the-job training and various ARA seminars through the years ‘V ;;;',"" tr, • . ', ',,,,,,`g::.w.. 4M filename PART 3 of the Solicitation Documents SECTION 3-B: Offer Forms Template version 2.0(01-FEB-2017) Page 28 of 45 Available online at : P r o c u r e . A Z . g o v SHE$p Request for Proposal Arizona Department of Administration >` Solicitation No. State Procurement Office %:,�-�,�gs r ADSP018-00008178 loo N 15th Ave.,Suite 402 d� `sT .� Description: Phoenix,AZ 85007 "lsi Heavy Equipment Rental Non-Operated 5 Name: Joe Crossey How long with company? 23-years Current position Store Manager—Avondale Branch Current position in company: 3-years in company: Responsible for rental dept at the How much of time will be io% Position for the Services: Avondale branch dedicated to the Services: What primary functions Monitor and facilitate rental transactions from Avondale branch will be assigned? Describe person's experience in performing Joe has held several positions at A to Z and has always been involved with the services like those that rental operations. are to be assigned: List person's job-related On-the-job training and various ARA seminars through the years training and education: s i � filename PART 3 of the Solicitation Documents SECTION 3-B: Offer Forms 3 Template version 2.0(01-FEB-2017) Page 29 of 45 Available online at : P r o c u r e . A Z . Q o v Request for Proposal Arizona Department of Administration `" f State Procurement Office " Solicitation No. ,, ADSP018-00008178 100 N 15th Ave.,Suite 402 o► '� ,. Description: Phoenix,AZ 85007 ,° • ' Heavy Equipment Rental Non-Operated 6 Name: Richard Robertson How long with company? 4-years Current position Store Manager Gilbert Branch Current position in company: 2-years in company: Responsible for rental dept at the How much of time will be io% Position for the Services: Gilbert branch dedicated to the Services: What primary functions Monitor and facilitate rental transactions from Gilbet branch will be assigned? Describe person's experience in performing Richard has been working closely with our Gilbert rental dept for the past 2-years services like those that are to be assigned: List person's job-related Richard has been in the equipment industry for many years and owned a business training and education: in the past. Plus on-the-job training. y» M„ filename PART 3 of the Solicitation Documents SECTION 3-B: Offer Forms 3 Template version 2.0(01-FEB-2017) Page 30 of 45 Available online at : P r o c u r e . A Z . Q o v 4,11Eszi, Request for Proposal Arizona Department of Administration _ ° Solicitation No. State Procurement Office Ato .r �, ADSPOI B-00008178 100 N 15th Ave.,suite 402 It) . Description: Phoenix,AZ 85007 /912 * I Heavy Equipment Rental Non-Operated 7 Name: Scott Zilunanis How long with company? 2-years Current position Store Manager—Central PHX Branch Current position in company: i-year in company: Responsible for rental dept at the How much of time will be io% Position for the Services: Central PHX branch dedicated to the Services: What primary functions Monitor and facilitate rental transactions from Central PHX branch will be assigned? Describe person's experience in performing Scott has spent his 2-years with A to Z in our rental operations services like those that are to be assigned: List person's job-related Was in the Navy and worked in DC in"intelligence agencies". On-the-job training training and education: at A to Z. � 7<.. f,r filename End of Attachment 3-B PART 3 of the Solicitation Documents SECTION 3-B: Offer Forms 3 Template version 2.0(01-FEB-2017) Page 31 of 45 Available online at : P r o c u r e . A Z . q o v III Request for Proposal •• Arizona Department of Administration ' Solicitation No. State Procurement Office ,� ADSPOI 8-00008178 100 N 15th Ave.,Suite 402 io .411. Description: Phoenix,AZ 85007 *J912 * Heavy Equipment Rental Non-Operated Attachment 3-C Proposed Subcontractors Check"NO"if you WILL NOT subcontract any portion of the Work and will therefore be carrying out all of the Work with your own personnel. • NO,the Offeror will not subcontract any portion of the Work. If you WILL subcontract any portion of the Work,check"YES"below and list name of persons or companies you propose to use as subcontractors. 1. Fill in the information for every significant subcontractor—indicate the type of work the subcontractor will perform under the Contract, and their approximate percentage of the total Contract work. 2. Provide copies of relevant certifications each one possesses in the Attachment Supplements section. 3. Provide description of quality assurance methods and quality control measures that you will use to ensure that Subcontractor work meets the Contract requirements. 4. State may demand additional information about proposed subcontractors as a precondition of award. O YES,the Offeror will use the Subcontractors listed below: Small Name and contact information Business Work to be performed ATTACHMENT 3-C SUPPLEMENTS: (Offeror to insert as required and list here or type"None"on first line) Document No. of Title Date pages Purpose in Offer End of Attachment 3-C PART 3 of the Solicitation Documents SECTION 3-B: Offer Forms 3 Template version 2.0(01-FEB-2017) Page 32 of 45 Available online at : P r o c u r e . A Z . g o v "E$r9 Request for Proposal v q Arizona Department of Administration Solicitation No. State Procurement Office v� ADS PO18-00008178 100 N 15th Ave.,Suite 402 e. �' 'Z Description: Phoenix,AZ 85007 4.!91 * Heavy Equipment Rental Non-Operated Attachment 3-D Performance Guarantee None ATTACHMENT 3-D SUPPLEMENTS: (Offeror to insert as required and list here or type"None"on first line) Document No.of Title Date pages Purpose in Offer rg None x x x End of Attachment 3-D PART 3 of the Solicitation Documents SECTION 3-B: Offer Forms 3 Template version 2.0(01-FEB-2017) Page 33 of 45 Available online at : P r o c u r e . A Z . a o v tis," srt Request for Proposal 4 Arizona Department of Administration Solicitation No. State Procurement Office 4. "~� tv " ADSPOI8-00008178 100 N 15th Ave.,Suite 402 *C A` Description: Phoenix,AZ 85007 1922 * Heavy Equipment Rental Non-Operated Attachment 3-E Boycott of Israel Disclosure All materials submitted as part of a response to a solicitation are subject to Arizona public records law and will be disclosed if there is an appropriate public records request at the time of or after the award of the contract. Recently legislation has been enacted to prohibit the state from contracting with companies currently engaged in a boycott of Israel.To ensure compliance with A.R.S.§35-393.01.This form must be completed and returned with the response to the solicitation and any supporting information to assist the State in making its determination of compliance. As defined by A.R.S.§35-393.01: 1."Boycott"means engaging in a refusal to deal,terminating business activities or performing other actions that are intended to limit commercial relations with Israel or with persons or entities doing business in Israel or in territtories controlled by Israel,if those actions are taken either. (a)In compliance with or adherence to calls for a boycott of Israel other than those boycotts to which 50 United States Code section 4607(c)applies. (b)in a manner that discriminates on the basis of nationality,national origin or religion and that is not based on a valid business reason. 2."Company"means a sole proprietorship,organization,association,corporation,partnership,joint venture,limited partnership, limited liability partnership,limited liability company or other entity or business association,and includes a wholly owned subsidiary,majority-owned subsidiary,parent company or affiliate. 3."Direct holdings"means all publicly traded securities of a company that are held directly by the state treasurer or a retirement system in an actively managed account or fund in which the retirement system owns all shares or interests. 4.Indirect holdings"means all securities of a company that are held in an account or fund,including a mutual fund,that is managed by one or more persons who are not employed by the state treasurer or a retirement system,if the state treasurer or retirement system owns shares or interests either: (a)together with other investors that are not subject to this section. (b)that are held in an index fund. 5."Public entity"means this State,a political subdivision of this State or an agency,board,commission or department of this State or a political subdivision of this State. 6.Public fund"means the state treasurer or a retirement system. 7."Restricted companies"means companies that boycott Israel. 8."Retirement system"means a retirement plan or system that is established by or pursuant to title 38. All o rors must select one of the following: My company does not participate in,and agrees not to participate in during the term of the contract,a boycott of Israel in accordance with A.R.S.§35-393.01. I understand that my entire response will become public record in accordance with A.A.C.R2-7-C317. My company does participate in a boycott of Israel as defined by A.R.S.§35-393.01. By submitting this response,proposer agrees to indemnify and hold the State,its agents and employees,harmless from any claims or causes of action relating to the State's action based upon reliance on the above representations, including the pa ment of all costs and attorney fees incurred by the State in defen ' such ac"on. Company Name ignature of Person Authorized to Sign ] 3i3 E i3 riEurv�. (2D sir— 1 rCK tCSanl Address Printed Name e--2 c6(--A,c— A-2-- City State Zip Title End of Attachment 3-E PART 3 of the Solicitation Documents SECTION 3-B:Offer Forms 3 Template version 2.0(01-FEB-2017) Page 34 of 45 Available online at : P r o c u r e . A Z . g o v 4111E sr Request for Proposal Arizona Department of Administration Solicitation No. State Procurement Office ADS P018-00008178 100 N 15th Ave.,Suite 402 Description: Phoenix,AZ 85007 1912 Heavy Equipment Rental Non-Operated Attachment 3-F Title None ATTACHMENT 3-F SUPPLEMENTS: (Offeror to insert as required and list here or type"None"on first line) Document No.of Title Date pages Purpose in Offer ra None x x x End of Attachment 3-F PART 3 of the Solicitation Documents SECTION 3-B: Offer Forms 3 Template version 2.0(01-FEB-2017) Page 35 of 45 Available online at : P r o c u r e . A Z . g o v 4,0E3.4 Request for Proposal Arizona Department of Administration Solicitation No. State Procurement Office ti .d1~-` ADSP018-00008178 M 100 N 15th Ave.,Suite 402 If, .�' Description: Phoenix,AZ 85007 "J912 * Heavy Equipment Rental Non-Operated Attachment 4 Pricing Sheet Please refer to the Price Sheet, Exhibit 1 Price Sheet, to fill out your pricing structure and commodities you are offering to supply the State. ATTACHMENT 4 SUPPLEMENTS: (Offeror to insert as required and list here or type"None"on first line) Document No.of Title Date pages Purpose in Offer liExhibit 1 Price Sheet_ADSPO18- 7/9/18 13 Requested 00008178.xis End of Attachment 4 PART 3 of the Solicitation Documents SECTION 3-B: Offer Forms 3 Template version 2.0(01-FEB-2017) Page 36 of 45 Available online at : P r o c u r e . A Z . g o v "Eq P Request for Proposal qp Arizona Department of Administration Fyn r:+Y�.-sa 'fin �, _ > Solicitation No. State Procurement Office ADSP018-00008178 100 N 15thAve.,Suite 402 Description: Phoenix,AZ 85007 *4912 * Heavy Equipment Rental Non-Operated Attachment 5-A Confidential Information Designation All materials submitted as part of a response to a solicitation are subject to Arizona public records law and will be disclosed if there is an appropriate public records request at the time of or after the award of the contract. Recognizing there may be materials included in a solicitation response that are proprietary or a trade secret,a process is set out in A.A.C.R2-7-103(copy attached)that will allow qualifying materials to be designated as confidential and excluded from disclosure. For purposes of this process the definition of"trade secret will be the same as that set out in A.A.C.R2-7-101(52). Complete this form return it with your Offer along with the appropriate supporting information to assist State in making its determination as to whether any of the materials submitted as part of your Offer should be designated confidential because the material is proprietary or a trade secret and therefore not subject to disclosure. STATE WILL NOT CONSIDER ANY MATERIAL IN YOUR OFFER"CONFIDENTIAL"UNLESS DESIGNATED ON THIS FORM. Check one of the following—if neither is checked,State will assume that as equivalent to"DOES NOT": Q This response DOES NOT contain proprietary or trade secret information.I understand that my entire response will become public record in accordance with A.A.C.R2-7-C317. 40 This response DOES contain trade secret information because it contains information that: 1. Is a formula,pattern,compilation,program,device,method,technique or process,AND 2. Derives independent economic value,actual or potential,from not being generally known to,and not being readily ascertainable by proper means by,other persons who can obtain economic value from its disclosure or use;AND 3. Is the subject of efforts by myself or my organization that are reasonable under the circumstances to maintain its secrecy. NOTE:Failure to attach an explanation may result in a determination that the information does not meet the statutory trade secret definition.All information that does not meet the definition of trade secret as defined by A.A.C. R2-7- 101(52)will become public in accordance with A.A.C.R2-7-C317.State may make its own determination on materials in accordance with A.A.C.R2-7-103. If State agrees with Offeror's designation of trade secret or confidentiality and the determination is challenged,the undersigned hereby agrees to cooperate and support the defense of the determination with all interested parties, including legal counsel or other necessary assistance. By submitting this response,Offeror agrees that the entire Offer, including confidential,trade secret and proprietary information may be shared with an evaluation committee and technical advisors during the evaluation process. Offeror agrees to indemnify and hold State,its agents and employees,harmless from any claims or causes of action relating to State's withholding of information based upon reliance on the above representations,including the payment of all costs and attorney fees incurred by State in defending such an action. A to Z Equipmentsc' —.. Offeror Company Name Signature of Authorized Person 1313 E.Baseline Rd. Doug Dickerson Address Printed Name Gilbert AZ 85233 Director of Sales and Marketing City State Zip Title PART 3 of the Solicitation Documents SECTION 3-8:Offer Forms 3 Template version 2.0(01-FEB-2017) Page 37 of 45 Available on i ne a t : P r o c u r e . A Z . o o v _EST+ Request for Proposal y t M Arizona Department of Administration 4 ; Solicitation No. State Procurement Office . n N ADSPO18-00008178 100 N 15th Ave.,Suite 402 10 ' ,' Description: Phoenix,AZ 85007 *l912 * Heavy Equipment Rental Non-Operated ATTACHMENT 5-A SUPPLEMENTS: (Offeror to insert as required and list here or type"None"on first line) Document No.of Title Date pages Purpose in Offer IExplanation of Confidential 7/9/18 1 Requested Information Designation End of Attachment 5-A PART 3 of the Solicitation Documents SECTION 3-B: Offer Forms 3 Template version 2.0(01-FEB-2017) Page 38 of 45 Available online at : P r o c u r e . A Z . g o v c§"Enq Request for Proposal q Arizona Department of Administration Fu' Solicitation No. State Procurement Office ,� ADSP©18-00008178 100 N 15th Ave.,Suite 402 � Description: Phoenix,AZ 85007 *»12 Heavy Equipment Rental Non-Operated Attachment 5-B Conformance Statements STATE WILL NOT CONSIDER ANY EXCEPTIONS UNLESS DESIGNATED ON THIS FORM. READ PARAGRAPH 6.8 OF THE INSTRUCTIONS TO OFFERORS BEFORE TAKING ANY EXCEPTIONS-TAKING EXCEPTIONS CAN BE GROUNDS FOR STATE REJECTING OR DOWN-GRADING YOUR OFFER IN EVALUATION. CONFORMANCE TO THE INSTRUCTIONS: (PART 1 OF THE SOLICITATION) I E Check one of the following—if neither is checked,State will assume that as equivalent to"YES": YES—Offeror acknowledges that it has read and understands the Solicitation Summary in Section 1-A i of the Solicitation Documents and the Instructions to Offerors in Section 1-B of the Solicitation Documents and the and attests that its Offer complies with both. NO—Offeror acknowledges that it has read and understands the Solicitation Summary in Section 1-A 0 of the Solicitation Documents and the Instructions to Offerors in Section 1-B of the Solicitation Documents,and attests that its Offer complies with both EXCEPT FOR the exceptions listed in Attachment 5-B Supplement 1. CONFORMANCE TO THE TECHNICAL DOCUMENTS: (PART 2 OF THE SOLICITATION) Check one of the following—if neither is checked,State will assume that as equivalent to"YES": 0 YES—Offeror acknowledges that it has read and understands the Scope Document and the Pricing Document in Part 2 of the Solicitation Documents and attests that its Offer complies with both. NO—Offeror acknowledges that it has read and understands the Scope Document and the Pricing 0 Document in Part 2 of the Solicitation Documents and attests that its Offer complies with both EXCEPT FOR the exceptions listed in Attachment 5-B Supplement 2. i CONFORMANCE TO THE CONTRACT TERMS AND CONDITIONS: (PART 3 OF THE SOLICITATION) Check one of the following—if neither is checked,State will assume that as equivalent to"YES": YES—Offeror acknowledges that it has read and understands the Special Terms and Conditions and the O Uniform Terms and Conditions,along with their respective Exhibits and Appendices,in Part 3 of the Solicitation Documents and attests that its Offer complies with both. NO—Offeror acknowledges that it has read and understand the Special Terms and Conditions and the ! Uniform Terms and Conditions,along with their respective Exhibits and Appendices in Part 3 of the Solicitation Documents and attests that its Offer complies with both EXCEPT FOR the exceptions listed in Attachment 5-B Supplement 3. PART 3 of the Solicitation Documents SECTION 3-B:Offer Forms 3 Template version 2.0(01-FEB-2017) Page 40 of 45 Available online at : P r o c u r e A Z . a o v AltiE sT,r Proposal Request for Prol vu. q p Arizona Department of Administration `' Solicitation No. State Procurement Office N' ADS P 018-000081?8 100 N 15th Ave.,Suite 402 �ao Description: Phoenix,AZ85007 ''1912 Heavy Equipment Rental Non-Operated ATTACHMENT 5-B Supplement No, 1: Exceptions to Instructions Article Paragraph or Exhibit 1, Reference Proposed Changes t Alternate Language Rationale for Proposed Change Section 1-A:'Solicitation Details ® " x' Section 1-B: Instructions to Offerors x x x A to Z Equipment Company Name Signature of Person Authorized to Sign PART 3 of the Solicitation Documents SECTION 3-B:Offer Forms 3 Template version 2.0(01-FEB-2017) Page 41 of 45 Available online at . P r o c u r e . A Z . g o v 01114E sr Request for Proposal 4.., 2Arizona Department&Administration Solicitation No. state Procurement Office A 10' ADSP018-00008178 100 N 15th Ave.,Suite 402 `4st, il 0 a Description: Phoenix,AZ 85007 4912 Heavy Equipment Rental Non-Operated ATTACHMENT 5-B Supplement No. 2: Exceptions to Technical and Commercial Article/ 1 Paragraph or Exhibit Reference I Proposed Changes I Alternate Language 1 Rationale for Proposed Change Section 2-A: Scope of Work (Technical Document) x x x Section 2-B: Commercial Document x x x A to Z Equipment r'J' C c?L -> Company Name Signature of Person Authorized to Sign PART 3 of the Solicitation Documents SECTION 3-B:Offer Forms 3 Template version 2.0(01-FEB-2017) Page 42 of 45 Available online at : P r o c u r e . A Z . g o v 4,11E- Request for Proposal Arizona Department or Administration yt '� ' Solicitation No. State Procurement Office " ~ ADSP018-00008178„y � 100 N 15ih Ave.,Sufke 402 •i'r Description: Phoenix,AZ 85007 4912 Heavy Equipment Rental Non-Operated ATTACHMENT 5-B Supplement No. 3: Exceptions to Contract Terms & Conditions Article/ Paragraph ' or Exhibit ! ' Reference ! Proposed Changes/Alternate Language Rationale for Proposed Change Section 3-A: Special Terms &Conditions 2.0 Contract states,"Equipment delivered....free of decals...". All our equipment has decals of We cannot comply with this condition and would like it our logo and website already on removed or changed the machines Article/ Paragraph or Appendix I Reference Proposed Changes/Alternate Language i Rationale for Proposed Change Section 3-B: Uniform Terms & Conditions x x ®1_- A to Z Equipment r 1 Company Name. Signature of Person Authorized to Sign End of Attachment 5-B PART 3 of the Solicitation Documents SECTION 3-B:Offer Forms 3 Template version 2.0(01-FEB-2017) Page 43 of 45 Available online at : P r o c u r e . A Z 4 0 v i T� Request for Proposal Arizona Department of Administration `,7 State Procurement Office � Solicitation No. ADSPOI 8-00008178 100 N 15th Ave.,Suite 402 # y Description: Phoenix,AZ 85007 *r912 " Heavy Equipment Rental Non-Operated Attachment 5-C Insurance and Bonding Evidence ......................................................................................................................................................................................................................................................................................................................................................................................................................................................................... Please submit insurance documentation OR a document of equal value to prove that you WILL be fully insured before a contract with the State is initiated. Offeror Response: A to Z carries insurance meeting the contract requirements.See attached Certificate of Liability Insurance for specifics. ATTACHMENT 5-C SUPPLEMENTS: (Offeror to insert as required and list here or type"None"on first line) Document No.of Title Date pages Purpose in Offer ElCertificate of Liability Insurance io/io/2017 2 Evidence of insurance as requested End of Attachment 5-C PART 3 of the Solicitation Documents SECTION 3-B: Offer Forms 3 Template version 2.0(01-FEB-2017) Page 44 of 45 Available online at : P r o c u r e . A Z . o o v 4.0E4., Request for Proposal v Arizona Department of Administration Solicitation No. State Procurement Office •�;, K ADSPOI B-00008178 100 N 15th Ave.,Suite 402 , Description: Phoenix,AZ 85007 "i91 :,,,:01 Heavy Equipment Rental Non-Operated Attachment 5-D Offer Checklist STATE MAY DETERMINE YOUR PROPOSAL IS NON-RESPONSIVE IF YOU DO NOT SUBMIT ALL ATTACHMENTS. DOOtIMENT. 1 �R 17. Attachment 1: Offer and Acceptance Form ®YES ❑ no 18. Attachment 2-A: Experience and Capacity Questionnaire ®YES ❑ no 19. Attachment 2-B: Organization Profile ®YES ❑ no 20. Attachment 3-A: Method Proposal Z YES 0 no 21. Attachment 3-B: Key Personnel Proposal Z YES ❑ no 22. Attachment 3-C: Proposed Subcontractors ®YES 0 no 23. Attachment 3-D: Performance Guarantee ®YES ❑ no 24. Attachment 3-E: Israel Boycott Disclosure ®YES ❑ no 25. Attachment 4: Pricing Sheet ®YES 0 no 26. Attachment 5-A: Confidential Information Designation ®YES El no 27. Attachment 5-B: Conformance Statements ®YES 0 no 28. Attachment 5-C: Insurance and Bonding Evidence ®YES 0 no 29. Attachment 5-D: Offer Checklist ®YES El no End of Attachment 5-D End of Section 3-B End of Part 3 PART 3 of the Solicitation Documents SECTION 3-B: Offer Forms 3 Template version 2.0(01-FEB-2017) Page 45 of 45 Available online at : P r o c u r e . A Z . a o v EXHIBIT B TO COOPERATIVE PURCHASING AGREEMENT BETWEEN THE TOWN OF FOUNTAIN HILLS AND EFFEM CORPORATION D/B/A A TO Z EQUIPMENT RENTALS AND SALES [Work Orders] See following pages.