HomeMy WebLinkAbout2022 08.16 City Council Regular Agenda RESOLUTION NO. 22-16
A RESOLUTION OF THE MAYOR AND CITY COUNCIL OF THE CITY
OF APACHE JUNCTION, ARIZONA, TO RETROACTIVELY
DESIGNATE THE CITY OF APACHE JUNCTION AS A DESTINATION
MARKETING ORGANIZATION FOR THE PURPOSE OF COORDINATING
TOURISM PROMOTION WITH THE ARIZONA OFFICE OF TOURISM.
WHEREAS, the City of Apache Junction is a growing tourism
destination for domestic and international visitors; and
WHEREAS, the City of Apache Junction has established a
tourism line-of-service and executed industry best practices
through the Apache Junction Economic Development Department,
including a VisitAJ tourism brand, a VisitAJ. com tourism
website, and a VisitAJ marketing campaign; and
WHEREAS, the Arizona Office of Tourism ("AOT") is the
Destination Marketing Organization ("DMO") for the State of
Arizona and is seeking to streamline efforts to coordinate
tourism promotion through a local DMO designation campaign; and
WHEREAS, AOT defines a DMO as NNa not-for-profit
organization or governmental unit that is responsible for the
tourism promotion and marketing of a destination on a year-round
basis"; and
WHEREAS, local DMOs must be designated by a municipality,
county or tribal entity (the "Entity") ; and
WHEREAS, AOT now requires DMO-designation for participatin
in AOT programs, including grants, trade shows, and other
opportunities for tourism promotion and funding; and
WHEREAS, AOT requires the designated DMO to submit the AOT
Designation of Destination Marketing Organization Affidavit,
attached hereto as Exhibit A and incorporated herein by
reference, and an official action by the Entity leadership that
authorized the designation of the DMO; and
WHEREAS, becoming a designated DMO within the State of
Arizona would provide the City of Apache Junction the benefit of
exclusive partnership and grant opportunities with AOT that
would serve to promote local tourism, support local business,
and generate local tax revenue; and
RESOLUTION NO. 22-16
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WHEREAS, the City Council of the City of Apache Junction
have determined that it is in the best interest of the City to
become a designated DMO in the State of Arizona.
NOW, THEREFORE, BE IT RESOLVED BY THE MAYOR AND CITY COUNCIL
OF THE CITY OF APACHE JUNCTION ARIZONA, AS FOLLOWS :
1) The mayor and city council designate the City of Apache
Junction to become a Destination Marketing Organization for
the purpose of recognition by the Arizona Office of Tourism
and the authorization be effective retroactively from July
1, 2022 until revoked by the City Council but shall be
effective at least until July 2023 .
2) Staff shall have the authority to execute the AOT
Designation of Destination Marketing Organization Affidavit
and other such documents that may be necessary to carry out
the intent of the AOT Designation of DMO Affidavit.
PASSED AND ADOPTED BY THE MAYOR AND CITY COUNCIL OF THE CITY OF
APACHE JUNCTION, ARIZONA, THIS DAY OF , 20
SIGNED AND ATTESTED TO THIS DAY OF 20
WALTER "CHIP" WILSON
Mayor
ATTEST:
JENNIFER PENA
City Clerk
APPROVED AS TO FORM:
RICHARD J. STERN
City Attorney
RESOLUTION NO. 22-16
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Exhibit A
ARIZONA
OFFICE OF TOURISM
DESIGNATION OF DESTINATION MARKETING ORGANIZATION AFFIDAVIT
STATE OF ARIZONA )
ss.
COUNTY OF )
I, being first duly sworn, state as follows:
1. 1 am a duly authorized representative of (the "Entity"), located at the physical
address of , and I may be reached at the following telephone
number:
2.This affidavit attests that the following organization meets the Arizona Office of Tourism requirements and is
designated as the DMO for the Entity:
3.The above-listed organization has been designated as the Entity's DMO, by official action,to wit:
, on day of , 20_
(List official action, such as Resolution, Ordinance, and/or Contract) and date of execution)
4. 1 am attesting that, per the listed official action,the Entity agrees that such DMO designation will be effective
indefinitely or until the Entity amends the designation. AOT can request written verification at any time.
I certify that, under the penalty of perjury of the law of the state of Arizona,that the above written statements herein
are true and accurate to the best of my knowledge, and that I have authority granted by the Entity to sign this affidavit.
(Signature)
(Printed or typed name)
(Title)
SUBSCRIBED AND SWORN to before me,the undersigned notary,this day of , 20_, by a person
demonstrated to me to be based on
Notary Public
2
ECONOMIC DEVELOPMENT AGREEMENT BETWEEN
THE GREATER PHOENIX ECONOMIC COUNCIL
AND THE CITY OF APACHE JUNCTION
This AGREEMENT is entered into between the CITY OF APACHE
JUNCTION, an Arizona municipal corporation ("City"), and the GREATER
PHOENIX ECONOMIC COUNCIL ("GPEC"), an Arizona non-profit corporation,
both of which may be hereinafter referred to collectively as the "Parties" or
individually as a "Party".
RECITALS
A. City desires to retain the services of a regional economic development
agency to undertake strategic worldwide economic development initiatives
including business recruitment, expansion and attraction to bring additional
jobs and positive economic outcomes to the Phoenix region.
B. GPEC is one of the region's premier economic development groups for
regional economic development services for the Phoenix region.
C. The purpose of this agreement is to set forth the regional economic
development program that GPEC agrees to undertake, the support that the
City agrees to provide, the respective roles of GPEC and the City and the
payment schedule between the City to GPEC for the 2022-2023 fiscal year.
D. The Parties negotiated a similar agreement effective July 1, 2022 through
June 30, 2023.
NOW,THEREFORE, in consideration of the mutual promises contained herein,
the CITY and GPEC agree as follows:
I. RESPONSIBILITIES OF GPEC
A. MISSION: Attract and grow quality businesses and advocate for Greater
Phoenix's competitiveness.
B. GOALS: GPEC is guided by and strategically focused on two specific long-
range goals:
1. Marketing the region to generate qualified business/industry
prospects in targeted economic clusters
2. Leveraging public and private allies and resources to locate
qualified prospects, improve overall competitiveness, and sustain
organizational vitality
C. RETENTION AND EXPANSION POLICY:
1. GPEC's primary role is developing the Greater Phoenix region's
market intelligence strategy for high wage, base industry clusters
in coordination with representatives of GPEC member
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communities.
2. Retention and expansion of existing businesses within GPEC
member communities is primarily a local issue.
3. GPEC will support its member communities' efforts to retain and
expand existing businesses through coordinating regional support
and providing research on key retention and expansion projects.
4. GPEC will advise its member communities when an existing
company contacts GPEC regarding a retention or expansion issue,
subject to any legal or contractual non-disclosure obligations.
D. ACTION PLAN AND BUDGET: In accordance with the Mission, Goals and
Retention and Expansion Policy set forth above and subject to the
availability of adequate funding, GPEC shall implement the Action Plan
and Budget adopted by GPEC's Board of Directors, a copy of which has
been delivered to the City, receipt of which is hereby acknowledged. A
summary of the Action Plan is attached hereto as Exhibit A ("GPEC Action
Plan"). The City shall be informed of any changes in the adopted GPEC
Action Plan which will materially affect or alter the priorities established
therein. Such notification will be in writing and will be made prior to
implementation of such changes. Notwithstanding the foregoing, the City
acknowledges and agrees that GPEC may, in its reasonable judgment in
accordance with its own practices and procedures, substitute, change,
reschedule, cancel or defer certain events or activities described in the
GPEC Action Plan as required by a result of changing market conditions,
funding availability, unforeseen expenses or other circumstances beyond
GPEC's reasonable control. GPEC shall solicit the input of the City on the
formulation of future marketing strategies and advertisements. The
GPEC Action Plan will be revised to reflect any agreed upon changes to
the GPEC Action Plan.
E. PERFORMANCE TARGETS: Specific performance targets, established by
GPEC's Executive Committee and Board of Directors, are attached hereto
as Exhibit B ("GPEC Performance Measures") and shall be used to
evaluate and report progress on GPEC's implementation of the GPEC
Action Plan. In the event of changing market conditions,funding
availability, unforeseen expenses or other circumstances beyond GPEC's
reasonable control, these performance targets may be revised with the
City's prior written approval, or with the prior written approval of a
majority of the designated members of GPEC's Economic Development
Directors Team ("EDDT"). GPEC will provide monthly reports on the 15th
of each month to the City discussing in detail its progress in implementing
the GPEC Action Plan as well as reporting the numerical results for each
performance measurement set forth in Exhibit B. GPEC shall provide a
copy of its annual external audit for the preceding fiscal year to the City no
later than December 31, 2022.
In the case of any benchmark which is not met, GPEC will meet with
the EDDT to provide an explanation of the relevant factors and
circumstances and discuss the approach to be taken in order to achieve
the target(s). Failure to meet a performance target will not, by itself,
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constitute an event of default hereunder unless GPEC: (i)fails to inform
the City of such events; or (ii)fails to meet with EDDT to present a plan for
improving its performance during the balance of the term of the
Agreement.
II. RESPONSIBILITIES OF THE CITY
A. STAFF SUPPORT OF GPEC EFFORTS: The City shall provide staff support to
GPEC's economic development efforts as follows:
1. The City shall respond to leads or prospects referred by GPEC in a
professional manner within the time frame specified by the lead or
prospect if the City desires to compete and if the lead is
appropriate for the City. When available, the City agrees to provide
its response in the format developed jointly by EDDT and GPEC.
2. The City shall provide appropriate local hospitality, tours and
briefings for prospects visiting sites in the City.
3. The City shall provide an official economic development
representative to represent the City on the EDDT, which advises
GPEC's President and CEO.
4. The City shall cooperate in the implementation of GPEC/EDDT
process improvement recommendations including the use of
common presentation formats, exchange of information on
prospects with GPEC's staff, the use of shared data systems, land
and building data bases and private sector real estate industry
interfaces.
5. The City shall use its best efforts to respond to special requests by
GPEC for particularized information about the City within three
business days after the receipt of such request.
6. In order to enable GPEC to be more sensitive to the City's
requirements, the City shall, at its sole option, deliver to GPEC
copies of any City approved economic development strategies,
work plan, programs and evaluation criteria. GPEC shall not
disclose the same to the other participants in GPEC or their
representatives.
7. The City shall utilize its best good faith efforts to cause an
economic development professional representing the City to attend
all marketing events and other functions to which the City has
committed itself.
8. The City agrees to work with GPEC to improve the City's
competitiveness and market readiness to support the growth and
expansion of the targeted industries as identified for the City in
Exhibit C ("Targeted Industries").
B. NONEXCLUSIVE AGREEMENT: The City recognizes GPEC as a regional
economic development organization for marketing the Greater Phoenix
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region. Nothing in this agreement however prohibits the City from
contracting with other regional economic development marketing
providers for similar services.
III. ADDITIONAL AGREEMENTS OF THE PARTIES:
A. PARTICIPATION IN MARKETING EVENTS AND PROVISION OF TECHNICAL
ASSISTANCE: Representative(s) of the City shall be entitled to participate in
GPEC's marketing events provided that such participation shall not be at
GPEC's expense. When requested and appropriate, GPEC will use its best
efforts to provide technical assistance and support to City economic
development staff for business location prospects identified and qualified
by the City and assist the City with presentations to the prospect in the
City or their corporate location.
B. COMPENSATION &TERM:
1. The City agrees to pay$24,334 for services to be provided by
GPEC pursuant to the Agreement during the fiscal year from July 1,
2022 ending on June 30, 2023, as set forth in this Agreement. This
amount is based on approximately $0.6252 per capita applied to
that portion of the City's population outside of Maricopa County
plus $0.4897 per capita applied to that portion of the City's
population within Maricopa County, based upon the based up on
the 2021 Office of Economic Opportunity population estimate,
which listed the City as having a population of 38,610 in Pinal
County and 399 in Maricopa County. The payment by the City may,
upon the mutual and discretionary approval of the board of
directors of GPEC and the City, be increased or decreased from
time to time during the term hereof in accordance with the
increases or decreases of general application in the per capita
payments to GPEC by other municipalities which support GPEC,
but in no event shall the total compensation exceed $30,000.00 for
the term of this Agreement.
2. Funding of this Agreement shall be subject to the annual
appropriations of funds for this activity by the City pursuant to the
required budget process of the City.
3. GPEC shall submit invoices for payment on an annual basis. The
foregoing notwithstanding, if GPEC has not provided the City with
the audit required pursuant to paragraph I(E) above no later than
December 31, 2022, no payments shall be made hereunder until the
City receives the audit report and is provided at least a 30 calendar
day review and approval period. Invoices and monthly activity
reports, substantially in the form of Exhibit D ("Reporting
Mechanism for Contract Fulfillment") attached hereto, are to be
submitted to the address listed under paragraph IV(P).
C. MUTUAL COOPERATION:
1. The parties acknowledge that GPEC is a cooperative organization
effort among GPEC and its member communities. Accordingly, the
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City and GPEC covenant and agree to work together in a
productive and harmonious manner, to cooperate in furthering
GPEC's goals for FY2023. The City and GPEC further covenant and
agree to comply with the Regional Cooperation Protocol, attached
hereto as Exhibit F, in all material respects.
2. The City agrees to work with GPEC, as necessary or appropriate,
to revise the performance measures, and/or benchmarks, and/or
goals for the FY2024 contract.
3. The City agrees to work with GPEC during FY2023 to develop a
revised public sector funding plan, including a regional allocation
formula for FY2024, if determined to be necessary or appropriate.
IV. GENERAL PROVISIONS:
A. COVENANT AGAINST CONTINGENT FEES: GPEC warrants that no person or
selling agent has been employed or retained to solicit or secure this
contract upon an agreement or understanding for a commission,
percentage, brokerage, or contingent fee. For a breach or violation of this
warranty, the City shall have the right to terminate this Agreement without
liability or, in its discretion, to deduct the commission, brokerage or
contingent fee from its payment to GPEC.
B. PAYMENT DEDUCTION OFFSET PROVISION: GPEC acknowledges that no
payment shall be made to any contractor as long as there is any
outstanding obligation due to the City, and any such obligation shall be
offset against payment due to GPEC.
C. ASSIGNMENT PROHIBITED: No party to this agreement may assign any right
or obligation pursuant to this Agreement. Any attempted or purported
assignment of any right or obligation pursuant to this Agreement shall be
void and have no effect.
D. INDEPENDENT CONTRACTOR; NO AGENCY: Nothing contained in this
Agreement creates any partnership,joint venture or agency relationship
between the City and GPEC. At all times during the term of this
Agreement, GPEC shall be an independent contractor and shall not be an
employee of City. City shall have the right to control GPEC only insofar as
to the results of GPEC's services rendered pursuant to this Agreement.
GPEC shall have no authority, express or implied, to act on behalf of City
in any capacity whatsoever as an agent. GPEC shall have no authority,
express or implied, pursuant to this Agreement to bind City to any
obligation whatsoever.
E. INDEMNIFICATION AND HOLD HARMLESS: During the term of this Contract,
GPEC shall indemnify, defend, hold, protect and save harmless the City
and any and all of its council members, appointees, officers and
employees from and against any and all actions, suits, proceedings,
claims and demands, loss, liens, costs, expense and liability of any kind
and nature whatsoever, for injury to or death of persons, or damage to
property, including property owned by City brought, made,filed against,
imposed upon or sustained by the City, its appointees, officers, or
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employees in and arising from or attributable to or caused directly or
indirectly by the negligence, wrongful acts, omissions or from operations
conducted by GPEC, its directors, officers, agents or employees acting on
behalf of GPEC and with GPEC's knowledge and consent.
Any party entitled to indemnity shall notify GPEC in writing of the
existence of any claim, demand or other matter to which GPEC's
indemnification obligations would apply, and shall give to GPEC a
reasonable opportunity to defend the same at its own expense and with
counsel reasonably satisfactory to the indemnified party.
Nothing in this Subsection E shall be deemed to provide
indemnification to any indemnified party with respect to any liabilities
arising from the fraud, negligence, omissions or willful misconduct of such
indemnified party.
F. INSURANCE: GPEC shall procure and maintain for the duration of this
Agreement, at GPEC's own cost and expense, insurance against claims
for injuries to persons or damages to property which may arise from or in
connection with this Agreement by GPEC, its agents, representatives,
employees or contractors, in accordance with the Insurance
Requirements set forth in Exhibit E ("Insurance Requirements"), attached
hereto. The City acknowledges that it has received and reviewed
evidence of GPEC's insurance coverage in effect as of the execution of
this Agreement.
G. GRATUITIES. The City may, by written notice to GPEC, terminate the right of
GPEC to proceed under this Agreement upon one (1) calendar day notice,
if it is found that gratuities in the form of entertainment, gifts, or otherwise
were offered or given by GPEC, or any agent or representative of GPEC,
to any officer or employee of the City with a view toward securing a
contract or securing favorable treatment with respect to the awarding or
amending, or the making of any determinations with respect to the
performance of such contract; provided that the existence of the facts
upon which the City makes such findings shall be an issue and may be
reviewed in any competent court. In the event of such termination, the
City shall be entitled to pursue all legal and equitable remedies against
GPEC available to the City.
H. EQUAL EMPLOYMENT OPPORTUNITY. During the performance of this
Agreement, GPEC agrees as follows:
1. GPEC will not discriminate against any employee or applicant for
employment because of race, color, religion, gender, sexual
orientation, national origin, age or disability. GPEC shall take
affirmative action to ensure that applicants are employed, and that
employees are treated during employment without regard to their
race, color, religion, gender, sexual orientation, national origin, age
or disability. Such action shall include, but not be limited to, the
following: employment, upgrading, demotion or transfer,
recruitment or recruitment advertising, layoff or termination, rates
of pay or other forms of compensation, and selection for training,
including apprenticeship. GPEC agrees to post in conspicuous
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places, available to employees and applicants for employment,
notices setting forth the provisions of this nondiscrimination
clause.
2. GPEC will, in all solicitations or advertisements for employees
place by or on behalf of GPEC, state that all qualified applicants will
receive consideration for employment without regard to race,
color, religion, gender, sexual orientation, national origin, age or
disability.
3. GPEC will cause the foregoing provisions to be inserted in all
subcontracts for any work covered by this Agreement, provided
that the foregoing provisions shall not apply to Agreements or
subcontracts for standard commercial supplies or new materials.
4. Upon request by the City, GPEC shall provide City with information
and data concerning action taken and results obtained in regard to
GPEC's Equal Employment Opportunity efforts performed during
the term of this Agreement. Such reports shall be accomplished
upon forms furnished by the City or in such other format as the City
shall prescribe.
I. COMPLIANCE WITH APPLICABLE FEDERAL AND STATE LAWS REQUIRED. GPEC
understands and acknowledges the applicability of the American with
Disabilities Act, the Immigration Reform and Control Act of 1986 and the
Drug Free Workplace Act of 1989 and agrees to comply therewith in
performing under any resultant agreement and to permit City inspection
of its records to verify such compliance.
1. GPEC warrants to the City that, to the extent applicable under
A.R.S. § 41-4401, GPEC is in compliance with all Federal
Immigration laws and regulations that relate to its employees and
with the E-Verify Program under A.R.S. § 23-214(A). GPEC
acknowledges that a breach of this warranty by GPEC or any
subconsultants providing services under this Agreement is a
material breach of this Agreement subject to penalties up to and
including termination of this Agreement or any applicable
subcontract. The City retains the legal right to inspect the papers
of any employee of GPEC or any subconsultant who works on this
Agreement to ensure compliance with this warranty.
2. The City may conduct random verification of the employment
records of GPEC and any of its subconsultants who work on this
Agreement to ensure compliance with this warranty.
3. The City will not consider GPEC or any of its subconsultants who
work on this Agreement immaterial breach of the foregoing
warranty if GPEC and such subconsultants establish that they have
complied with the employment verification provisions prescribed
by 8 USCA § 1324(a) and (b) of the Federal Immigration and
Nationality Act and the e-verify requirements prescribed by
Arizona Revised Statutes § 23-214(A).
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4. The provisions of this Section I must be included in any contract
GPEC enters into with any and all of its subconsultants who provide
services under this Agreement or any subcontract to provide
services under this Agreement. As used in this Section I "services"
are defined as furnishing labor, time or effort in the State of Arizona
by a contractor or subcontractor. Services include construction or
maintenance of any structure, building or transportation facility or
improvement to real property.
5. Pursuant to A.R.S. §§ 35-393 through 35-393.03, GPEC hereby
certifies to the City that GPEC does not have any
contracts/services/providers/suppliers that boycott Israel.
J. TERMINATION. City shall have the right to terminate this Agreement if GPEC
shall fail to duly perform, observe or comply with any covenant, condition
or agreement on its part under this Agreement and such failure continues
for a period of 30 calendar days (or such shorter period as may be
expressly provided herein) after the date on which written notice
requiring the failure to be remedied shall have been given to GPEC by the
City; provided, however, that if such performance, observation or
compliance requires work to be done, action to be taken or conditions to
be remedied which, by their nature, cannot reasonably be accomplished
within 30 calendar days, no event of default shall be deemed to have
occurred or to exist if, and so long as, GPEC shall commence such action
within that period and diligently and continuously prosecute the same to
completion within 90 calendar days or such longer period as the City may
approve in writing. The foregoing notwithstanding, in the event of
circumstances which render GPEC incapable of providing the services
required to be performed hereunder, including, but not limited to,
insolvency or an award of monetary damages against GPEC in excess of
its available insurance coverage and assets, the City may immediately and
without further notice terminate this Agreement.
K. RESPONSIBILITY FOR COMPLIANCE WITH LEGAL REQUIREMENTS. GPEC's
performance hereunder shall be in material compliance with all applicable
federal, state and local health, environmental, and safety laws,
regulations, standards, and ordinances in effect during the performance
of this Agreement.
L. INSTITUTION OF LEGAL ACTIONS. Any legal actions instituted pursuant to this
Agreement must be filed in the county of Pinal, State of Arizona, or in the
Federal District Court in the District of Arizona. In any legal action, the
prevailing party in such action will be entitled to reimbursement by the
other party for all costs and expenses of such action, including
reasonable attorneys'fees as may be fixed by the Court.
M. APPLICABLE LAW. Any and all disputes arising under any Agreement to be
awarded hereunder or out of the proposals herein called for, which
cannot be administratively resolved, shall be tried according to the laws
of the State of Arizona, and GPEC shall agree that the venue for any such
action shall be in the State of Arizona, Pinal County.
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N. CONTINUATION DURING DISPUTES. GPEC agrees that, notwithstanding the
existence of any dispute between the parties, each party shall continue to
perform the obligations required of it during the continuation of any such
dispute, unless enjoined or prohibited by an Arizona court of competent
jurisdiction.
O. CITY REVIEW OF GPEC RECORDS. GPEC must keep all Agreement records
separate for three years and make them available for audit by City
personnel upon request .
P. NOTICES. Any notice, consent or other communication required or
permitted under this Agreement shall be in writing and shall be deemed
received at the time it is personally delivered, on the day it is sent by
facsimile transmission, on the second day after its deposit with any
commercial air courier or express service or, if mailed, three (3) business
days after the notice is deposited in the United States mail addressed as
follows:
If to City: Bryant Powell
City Manager
City of Apache Junction
300 East Superstition Boulevard
Apache Junction, AZ 85119
Phone: (480) 474-5092
Fax: (480) 474-5110
If to GPEC: Chris Camacho
President and Chief Executive Officer
Greater Phoenix Economic Council
Two North Central Avenue, Suite 2500
Phoenix, Arizona 85004-4469
Phone: (602) 256-7700
FAX: (602) 256-7744
Any time period stated in a notice shall be computed from the time
the notice is deemed received. Either party may change its mailing
address or the person to receive notice by notifying the other party as
provided in this paragraph.
Q. TRANSACTIONAL CONFLICT OF INTEREST. Notwithstanding paragraph IV(J),
all parties hereto acknowledge that this Agreement is subject to
cancellation by the City pursuant to the provisions of A.R.S. § 38-511.
R. NONLIABILITY OF OFFICIALS AND EMPLOYEES. No member, official or
employee of the City will be personally liable to GPEC, or any successor in
interest, in the event of any default or breach by the City or for any amount
which may become due to GPEC or successor, or on any obligation under
the terms of this Agreement. No member, official or employee of GPEC
will be personally liable to the City, or any successor in interest, in the
event of any default or breach by the GPEC or for any amount which may
become due to the City or successor, or on any obligation under the terms
of this Agreement.
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S. SEVERABILITY. City and Consultant each believe that the execution,
delivery and performance of this Agreement are in compliance with all
applicable laws. However, in the unlikely event that any provision of this
Agreement is declared void or unenforceable (or is construed as requiring
City to do any act in violation of any applicable laws, including any
constitutional provision, law, regulation, or city code), such provision shall
be deemed severed from this Agreement and this Agreement shall
otherwise remain in full force and effect; provided that this Agreement
shall retroactively be deemed reformed to the extent reasonably possible
in such a manner so that the reformed agreement (and any related
agreements effective as of the same date) provide essentially the same
rights and benefits (economic and otherwise) to the Parties as if such
severance and reformation were not required. Unless prohibited by
applicable laws, the Parties further shall perform all acts and execute,
acknowledge and/or deliver all amendments, instruments and consents
necessary to accomplish and to give effect to the purposes of this
Agreement, as reformed.
T. CAPTIONS. The captions contained in this Agreement are merely a
reference and are not to be used to construe or limit the text.
U. NO THIRD PARTY BENEFICIARIES. No creditor of either party or other
individual or entity shall have any rights, whether as a third-party
beneficiary or otherwise, by reason of any provision of this Agreement.
V. Disclosure of Confidential Information If Required By Law. This agreement
allows the Parties to disclose Confidential Information, as defined below,
to each other under the following terms. In the opinion of the Parties to
this Agreement: (1) the Confidential Information is the proprietary
property of the Parties and is strictly confidential and privileged pursuant
to, among other laws, A.R.S. §§44-401, et seq., (2) the release of the
Confidential Information provided could cause harm to the Parties'
competitive position, (3) the Confidential Information is potentially
personal and private, and (4) the Confidential Information is exempt from
disclosure under the Arizona Public Records and Open Meeting Laws,
A.R.S. § 39-121, et seq. The Agreement does not license, assign, or
convey any intellectual property or proprietary rights from any Party to
any other Party.
"Confidential Information" means non-public information, know-how, or
trade secrets in any form, that:
1. Are designated as being confidential; or
2. A reasonable person knows or reasonably should understand to be
confidential.
The City must comply with and may be subject to certain disclosure
requirements under the Arizona public records law (A.R.S. § 39-101, et
seq.). The City may disclose Confidential Information if required to comply
with a court order or other government demand that has the force of law.
Prior to disclosure, the Party must:
1. Seek the highest level of protection available; and
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2. Give GPEC reasonable prior notice of the request for records and
identified responsive documents to allow them to seek a protective
order, unless such notice is not permitted under law.
W. ENTIRE AGREEMENT,WAIVERS AND AMENDMENTS. This Agreement may be
executed in up to three (3) duplicate originals, each of which is deemed to
be an original. This Agreement, including eleven (11) pages of text and
the below-listed exhibits which are incorporated herein by this reference,
constitutes the entire understanding and agreement of the parties.
Exhibit A- GPEC Action Plan
Exhibit B- GPEC Performance Measures
Exhibit C -Targeted Industries
Exhibit D - Reporting Mechanism for Contract Fulfillment
Exhibit E- Insurance Requirements
Exhibit F- Regional Cooperation Protocol
This Agreement integrates all of the terms and conditions
mentioned herein or incidental hereto, and supersedes all negotiations or
previous agreements between the parties with respect to all or any part of
the subject matter hereof.
Except as otherwise expressly provided in this Agreement, any
failure or delay by any party in asserting any of its rights or remedies as to
any default, will not operate as a waiver of any default, or of any such
rights or remedies, or deprive any such party of its right to institute and
maintain any actions or proceedings which it may deem necessary to
protect, assert or enforce any such rights or remedies.
All waivers of the provisions of this Agreement must be in writing
and signed by the appropriate authorities of the City or GPEC, and all
amendments hereto must be in writing and signed by the appropriate
authorities of the parties hereto.
[SIGNATURES APPEAR ON FOLLOWING PAGES]
Page 11 of 13
30
IN WITNESS WHEREOF, the parties hereto have executed the Agreement
this day of , 2022.
City of Apache Junction, an Arizona municipal
corporation
By:
Walter "Chip" Wilson, Mayor
ATTEST:
By:
Jennifer Pena, City Clerk
APPROVED AS TO FORM:
By:
Richard J. Stern, City Attorney
STATE OF ARIZONA )
) ss.
COUNTY OF PINAL )
On this day of , 2022, before me, the undersigned Notary Public,
personally appeared Walter "Chip" Wilson, who acknowledged himself to be the
mayor of the city of Apache Junction, an Arizona municipal corporation, that he,
as such officer, being authorized so to do, executed the foregoing instrument for
the purposes therein contained, by signing the name of the corporation by himself
as such officer. In witness whereof, I hereunto set my hand and official seal.
Notary Public
My commission expires:
Page 12 of 13
31
GREATER PHOENIX ECONOMIC COUNCIL,
an Arizona nonprofit corporation
By:
Chris Camacho, President & Chief Executive Officer
STATE OF ARIZONA )
ss.
COUNTY OF MARICOPA )
On this day of , 2022, before me, the undersigned Notary Public,
personally appeared Chris Camacho, who acknowledged himself to be the
President & Chief Executive Officer of Greater Phoenix Economic Council, an
Arizona non-profit corporation, that he, as such officer, being authorized so to
do, executed the foregoing instrument for the purposes therein contained, by
signing the name of the corporation by himself as such officer. In witness
whereof, I hereunto set my hand and official seal.
Notary Public
My commission expires:
Page 13 of 13
32
#GreaterPHXtogether
Act4ion n
ii
slow
RIF
v
Greater Phoenix
Economic Council
4�,
What we experienced in FY22 our partners across the region and
was a new beginning.The world a deliberate approach to diversify
was challenged and our economy over the last decade
Letterfrom changed by two years of enabled us to once again drive a
uncertainty spurred by record number of jobs to the region,
Chr*ls
Carnacho
the COVID-19 pandemic. growing investments in Greater
Our normal was redefined Phoenix in high-tech and emerging
President and CEO, Greater while our market shifted market sectors. Recognized as the
Phoenix Economic Council and found strength in the top EDO globally by the International
power of collaboration Economic Development Council,
and unstoppable spirit. An agile GPEC built upon momentum in
response from the GPEC team and the market to drive high-quality
1 34
development focused on equitable, strategies enumerated in the three-
dynamic and anti-fragile growth. year strategic plan. GPEC will "We are committed to
continue to learn and grow. We maintaining our status as
As the world changes around us, are committed to maintaining our a best-in-class economic
we must adapt and lead. In FY23, status as a best-in-class economic development organization
GPEC embarks on the first year of development organization and will and will expand our
its new strategic plan - envisioning expand our capabilities to bring capabilities to bring
Greater Phoenix as a national and positive outcomes to the region we positive outcomes to
international leader and building an serve - impacting one business, one
the region we serve -
economy that serves all residents. job, one life at a time.
impacting one business,
Tactics in this action plan articulate
the ways we will execute upon the one job, one life at a time."
Our Mission Our 1up
• attract and grow quality The G PEC Way
businesses, • advocate
for - ' - Phoenix's 0 We are an inclusive, diverse family
competitiveness.
E We are change agents
I Q We lead from the front
We promote intellectual curiosity
We remain on the edge
We are tenacious
1m o
We are agile and adapt to change
46
Q We are committed to selfless service
T �
Our Vision
Be the leading market driving
innovation in a dynamic, anti -fragile
and equitable economy that enables
all residents to benefit and prosper.
v) 0
•
5Strategic Plan
FY2 - 2
MCIORIM • � F • �Mii
Lead an ambitious shared Enhance the foundation Expand organizational
vision for the region's of the future economy capacity to serve the
economic future with a focus on emerging Greater Phoenix economic
and innovation-driven ecosystem and meet the
industry sectors needs of the market
Three-year Strategic Plan Goals
StrategiesStrategic Plan Strategic Plan Strategic Plan
Strategies - . -
Action Plan Action Plan Action Plan
Tactics Tactics Tactics
5 38
STRATEGIC PLAN GOAL 1
Strateq *ies and Tact*ics
Building on a comprehensive approach to economic development, FY23 will focus on working
with partners to identify, articulate, and pursue objectives that will create impact on key economic
imperatives and policy priorities.
Strategies
�+ Convene the community Q Drive conversations around Be a leading voice regionally
to articulate a vision for the policy priorities that and nationally on economic
region's future and inspire enhance the pillars of an development priorities and
action around key economic innovation economy such as strategies
imperatives infrastructure, education and
workforce development, smart
and agile land use, and a
capital-friendly environment
FY23 Tactics
Continue working with peer Create a policy playbook to provide Author thought leadership pieces to
organizations to understand, monitor, guidance on economic-development- convey priorities for the region
and refine coordinated efforts to enabling legislation Continue to engage federally to
address economic imperatives and Engage legislative and executive advance national competitiveness
make clear why these imperatives are branch leadership on key policy issues focused on innovation industries
vital to continued economic success
for our region Support economic development and Utilize GPEC's network as advocates
transportation initiatives, including to carry key messaging throughout
Prop. 400 the market
ca) 39
STRATEGIC PLAN GOAL 2
Strategioes and Tact*ics
GPEC has maintained an aggressive approach to economic development and will continue
to be laser focused on excelling and innovating on business attraction, branding and cluster
development strategies.
Strategies
Q Fortify business attraction Q Enhance the perception of the Q Lead on data analytics
efforts to remain best-in- Greater Phoenix market as a and cutting-edge research
class and execute on sector- premier location for people capabilities to provide
focused strategies and businesses to live, grow intelligence to clients and
and work stakeholders
FY23 Tactics
C✓i Maintain strong ties in key Take advantage of key events in the Use novel data and analytics to
international markets, specifically the region to increase brand recognition identify emerging industries and
APAC, European and North American and competitiveness high-wage sectors primed for growth
regions E✓1 Explore partnerships that can Ei Enhance abilities to proactively
Evaluate new markets and lead enhance GPEC voice to drive identify and assess risk and mitigating
generation capabilities in strategic #GreaterPHXtogether messaging factors to expanding companies as
industries ✓ Collaborate to create aftercare part of GPEC's consultative model
Continue robust outreach to business processes to ease transitions following E Create an economic scorecard to
attraction multipliers such as site client entry to market measure and monitor the health of
selectors and brokers Greater Phoenix beyond top line
Evaluate outreach strategies to
enhance engagement with GPEC economic indicators, incorporating
diversity, equity and inclusion
measures
Provide intelligence to the market
on key developments impacting key
industries and competitiveness
7 40
'T""
AMIV
L----•ram--
Q Intensify support for regional
entrepreneurship with a focus �?
on equity, capital strategies and
innovation in collaboration with 25
regional partners
Ci Align efforts with local partners to
further enhance the entrepreneurial
ecosystem
Ci Advance opportunities for growth in
S�
innovation infrastructure regionally
G
i-
41
STRATEGIC PLAN GOAL 3
Strategioes and Tact*ics
Named the top economic development organization globally in FY22, GPEC will build on successful
strategies to enhance the organization's influence and longevity, honing world-class talent and
delivering value for the region.
Strategies
0+ Grow capacity through 0+ Coordinate with key 0+ Evaluate organizational metrics
increased investment and stakeholder groups to enable to measure impact beyond
diversified funding to provide an agile response to the needs business attraction
resources that enable of Greater Phoenix
execution against strategic
economic initiatives
FY23 Tactics
Pursue strategies to target high-level Continue to provide programming Survey best-practices from peer
investor opportunities relevant to stakeholders through the organizations to demonstrate value
Evi Drive and support pursuit of ambassador program and regional the organization provides beyond
federal monies to support work reports to the market business attraction efforts
focused on innovation infrastructure Evaluate means for real-time
development feedback from communities and
partners on imperatives for the region
and GPEC's role in driving them
Utilize the Community Partnership
Program to work with communities to
identify and address emerging needs
9 42
,►, y I .
0 Invest in and fortify internal (D Evaluate best practices and
capabilities through recruitment bylaws to ensure the GPEC's
and professional development Board of Directors remains high-
to maintain a best-in-class caliber and activated to support
economic development team the organizational mission
anchored in innovation
Ci Provide opportunities for GPEC staff Evaluate best practices and bylaws to
members in-market and nationally ensure the GPEC's Board of Directors
to be elevated and recognized as remains high-caliber and activated to
experts in our field support the organizational mission
Eii Continue to enhance and streamline Implement recommendations from the
platforms internally to ensure efficient Ad Hoc Governance Committee of the
and effective data management Board of Directors to encourage best
Eli Review internal processes to ensure practices for board development and
diversity, equity, and inclusion are top engagement
of mind
v, 43
Metrics
GPEC calculated the metrics FY23 Metrics
for FY23 based on historical
Contract Target Stretch
performance and recent
trends in office and industrial
prospect activity. Prospect Payroll (in Millions) $429.88 $477.64 $525.41
metrics have returned to
pre-pandemic levels. Jobs 7,683 8,537 9,391
- High-Wage Jobs 4,173 4,637 5,101
Average High-Wage Salary $64,198 $71,331 $78,464
Qualified Prospects 239 266 293
M -r-- - Qualified International Prospects 43 48 53
GPEC Assists 10 12 14
44
Budget Overview
Approved Approved YOY YOY
Income FY23 FY22 Var.$ Var.%
City/County Contract Revenue $2,822,580 $2,793,743 $28,837 1%
Pledge Revenue $3,783,476 $3,147,120 $636,356 20%
New Pledges $500,000 $350,000 $150,000 43%
In-Kind Contributions $140,500 $140,500 $- 0%
Special Events&Programs $181,609 $181,400 $209 0%
Sponsorship Income $281,000 $51,293 $229,707 448%
Grant Income $- $225,062 $(225,062) (100%)
Other Income $1,000 $1,000 $- 0%
Total Income $7,710,165 $6,890,118 $820,047 12%
Approved Approved YOY YOY
Expenses FY23 FY22 Var.$ Var.%
Business Development $716,878 $458,522 $258,356 56%
Marketing&Communications $474,278 $480,510 $(6,232) (1%)
Research&Analytics $261,720 $243,324 $18,396 8%
Engagement $167,647 $157,868 $9,779 6%
Strategy $67,680 $119,130 $(51,450) (43%)
Regional Initiatives $249,235 $291,200 $(41,965) (14%)
Operations $474,270 $467,279 $6,991 1%
Personnel $5,072,166 $4,212,671 $859,495 20%
Facilities $561,033 $530,133 $30,900 6%
Special Events&Programs $181,609 $404,842 $(223,233) (55%)
Total Expenses $8,226,516 $7,365,479 $861,037 12%
Net Income/(Loss) $(516,351) $(475,361) $(40,990) 9%
v, 45
Investors
Chairman's Council Directors Council Honeywell Aerospace Bell Bank FirstBank
• Acronis SCS HonorHealth Blue Cross Blue Flinn Foundation
•�� Alaska USA Federal Intel Shield of Arizona Gammage&Burnham Relocation
�% Credit Union JE Dunn Construction Bridge Concierge Graycor Construction
a ps • Alliance Bank of Arizona Kitchell Green Maple Law Group
• Knight-Swift Bristol Myers Squibb hardison/downe
• American Airlines g BRPH y
• American Express Transportation construction
• M Culinary Bryan Cave Leighton Hensley
• Arizona Coyotes Paisner LLP
• Arizona Diamondbacks Mayo Clinic Mid First Bank Hines
• BRYCON Construction
Corporate Council Arizona Republic/ Burns&McDonnell Holualoa Companies
LOCALiQ Mortenson HotFoot Recruiters
• Bank of America Oaktree Capital Cener omer Immedia
ARRAY Management Centers
f A
ers of America
• Banner Health g CapRock Partners Irgens
TECHNOLOGIES • Benchmark OnQFinancial JLL
Colliers International
Electronics,Inc. Perkins Coie LLP Layton Construction
• BMO Harris Bank Phoenix Suns Commonwealth Lee&Associates
Land Title National
• Brookfield Residential Pivotal Group Commercial Services Lincoln Property
CHASE Cp COX CBRE Polsinelli Cresa Company
• Chicanos Por La Causa Quarles&Brady Crescent Crown Meritage Homes
• Clayco Rise48 Equity Distributing MST Solutions
• Cousins Properties Sherman&Howard Crown Realty& Nationwide Realty
• Creighton University Snell&Wilmer Development Investors
Executive Council Cushman&Wakefield Northern Trust
• Desert Financial Squire Patton Boggs
Credit Union Valley Metro Davis Architecture Okland Construction
• Dignity Health Valley of the Deloitte Olsson
Arizona State / Sun United Way De Rito Partners OneAZ Credit Union
University �p�•Ppj� DMB Associates Y
EMD Electronics Weitz Company Deutsch Opus Development
Architecture Group Company
• Empire Southwest Ernst DFDG Architecture Page
Z
' MARICOPA Dircks Moving Partners Personnel
COMMUNITY COLLEGES KUDELSKI GROUP Freeport McMoRan Inc. &Logistics
Leadership Council Phoenix Children's
eaers
• Goodmans Interior p DLR Group Hospital
Structures Aerotek DPR Construction Rexco
RO G E R S Goodwill of Central and El Dorado Holdings RSM
PNCBANK Aetna
CORPORATION Northern Arizona g
• Archicon L.C. Em to Brid e
• Grand Canyon University Architecture p Y g Ryan Companies US Inc.
g�Luniversity Helios Education Arizona Israel Equality Health Savills
�a of Phoenix® Foundation Technology Alliance Everest Holdings Silicon Valley Bank
TanTT PROPERTIES Hensel Phelps Baker Development FCL Builders
13 As of May 241" 2022 46
Member
• Skanska USA Building BNSF Railway Communities
• SmithGroup BOK Financial
• Social Television Caliber Companies
Network(STN) Carvana
• Southwest Airlines CoStar Group
• Southwest Gas Cypress Office Properties 0 Las Vegas ao Albuquerque o
Corporation Derek Builders 17
• Spencer Fane LLP DSV Inventory Solutions 60
• Sunbelt Holdings 30.i.NW
• Enterprise&National
• Sundt Construction Car Rental
• Suntec Concrete Equity Land Group 60 Peoria
• Terracon Globe Corporation I
• The Plaza Companies Horrocks Engineers 101
• Trammell Crow Industrial Storage Surprise Fountain
Company KTAR El Mirage. 101 Hills
• Transwestern �— 101
L
Commercial Services
• yft 303 oungtown Glendale Scottsdale
5,
Macerich Los
• TSMC Arizona °Angeles Tolleson
• University of Arizona Mangat Group,Inc. 10 0 Avondale Phoenix a }} 202
• USAA Merit Partners P Mesa Apache
Tempe Meta aia ned e.ren:o Sky Harbor Junction
• ViaWest Group so IMAiportal 60
• Wespac Construction Midwestern University Gilbert Za
• MSSBTA 85 202 2 }��—Phoenix-Mes
20 a
• Wexford Science+ Gateway
Technology National Bank of Arizona een Airport
• Willmeng Construction Newmark Knight Frank 347 Chandler Creek
• Wist Office Products Northrop Grumman
• Prologis 10
it
• gBotica
• RED Development
Ambassador Saint Holdings G#
• 85
Air Products and Sunstate Equipment Distance in Miles
Chemicals Company s o e 10 N
• Arizona Community TerraCap Management somi.SW
of Buckeye
Foundation Trinity Capital Investment
• Atmosphere Commercial Union Pacific Railroad OSan Diego 8 OOTucson
Interiors Van Trust Real Estate LLC
• AvenueWest Arizona
Corporate Housing
• Avnet Inc.
v, 47
�� Greater Phoenix
Economic Council
2 N.Central Ave.Suite 2500,Phoenix,AZ 85004 ///602.256.7700 ///gpec.org
■
EXHIBIT B
GPEC PERFORMANCE MEASURES
FY 2023
Specific performance targets as established by the GPEC Executive Committee and
Board of Directors:
1. Payroll Generated $429.88M
2. Total Number of Jobs Created 7,683
3. Total Number of High-Wage Jobs' 4,173
4. Average High-Wage Salary $641198
5. GPEC Assists2 10
6. Number of Qualified Prospects 239
7. Number of Qualified International Prospects 43
Footnotes:
1. High Wage Jobs:High wage jobs are those that are over 130%of the Phoenix MSA Median Wage(currently$53,702).
2. GPEC Assists:Companies that located in the region,for which GPEC provided assistance,that do not qualify as a locate
due to project size for example;and would otherwise be listed as"non-reported locates."
Page 1 of 1
49
EXHIBIT C
TARGETED INDUSTRIES
FY2023
GPEC and our member communities have identified targeted industries on a local and regional level,
incorporating these industries into a regional economic development plan. For fiscal year 2023, GPEC
will continue its emphasis on the following: Advanced Business Services;Aerospace&Defense;
Emerging Technologies;Healthcare and Biomedical; Manufacturing&Logistics;Mission Critical
Operations; and Software
Member communities will target the following:
Apache Junction
Manufacturing(focus on electronic equipment&components and electric&autonomous vehicles),
distribution/logistics,retail, and hospitality/entertainment/tourism
Avondale
Healthcare;hospitality/tourism;manufacturing&logistics,technology;retail& entertainment; and
technology
Buckeye
Advanced business services;renewable energy; high tech(data center and services); environmental
technology/sustainability; standard and advanced manufacturing;medical and educational institutions;
logistics/transportation/distribution; small business/incubator; aerospace/aviation; and ag-tech
Casa Grande
Advanced manufacturing; automotive technology; transportation/logistics; healthcare/medical services;
aviation/aerospace; and hospitality/entertainment
Chandler
Advanced business services; corporate/regional headquarters; healthcare; advanced manufacturing;
software development; aerospace/aviation; automotive technology; and applied research
El Mirage
Business Services; standard and advanced manufacturing;transportation;warehousing/distribution; heavy
industrial; food, fiber,and natural products; and aerospace aviation
Fountain Hills
Advanced business services; financial services; healthcare,medical,bio-life sciences and wellness;
entrepreneurship/small business;tourism; and retail
Gila Bend
Clean technology(manufacturing/central station generation/R&D);
warehousing/transportation/distribution;military supply chain;tourism/hospitality; standard
manufacturing; agriculture/agri-biotechnology; food, fiber and natural products; aerospace/aviation; and
heavy industrial
Gilbert
Aerospace/aviation and defense; advanced business and professional services; finance and insurance;
Page 1 of 3
50
healthcare and education services; information communication technology; manufacturing; clean and
renewable technology; and related corporate/regional headquarters
Glendale
Advanced business services; aerospace, aviation and defense; healthcare and bioscience;manufacturing;
technology and innovation
Goodyear
Advanced business services; advanced manufacturing; medical manufacturing; aerospace, aviation and
defense; corporate and regional headquarters; entrepreneurial/start-ups;technology;healthcare and
biomedical(treatment,medical diagnostics,research&development); and higher education
Maricopa(City)
Professional and business services;healthcare services; small business and entrepreneurship; higher
education and education technology; agribusiness/agrisciences; and visitor/hospitality commerce;
semiconductor; EV manufacturing; high tech; and research and development
Mesa
Standard and advanced manufacturing including medical device; automotive technology and
aerospace/aviation/defense; advanced business services; cybersecurity; information technology;
healthcare/life sciences;mission critical operations; tourism; regional and corporate centers; and research
&development
Peoria
Advanced business and financial services; advanced manufacturing; bioscience and healthcare;
technology and innovation; innovation; and research and development
Phoenix
BioSciences/healthcare; advanced business services; advanced manufacturing; data centers; sustainable
enterprises; emerging industries,EV and their supply chains;higher education;trade and FDI; circular
economy; food system entrepreneurship and innovation
Queen Creek
Agritainment/destination tourism; healthcare; I.T./software;business services; and advanced
manufacturing
Scottsdale
IT services and software; financial and insurance services and technology;tealthcare services and
innovation; logistics Management; tourism; and corporate headquarters
Surprise
Advanced business services; advanced manufacturing and rail-served industry; corporate/regional
headquarters innovation/entrepreneurship/emerging technology; medical,healthcare and life science
technologies, services; signature retail; specialty services for global companies/FDI; tourism and
hospitality
Tempe
Advanced business services(financial services);high tech/software(R&D, data center and services);
high-tech/next generation electronics; aerospace R&D/aviation;bioscience(research, drug development,
treatment,medical diagnostics); corporate/regional headquarters; sustainability(environmental);
advanced materials/plastics; software as a service; clean tech,renewable energy and manufacturing
Page 2 of 3
51
Tolleson
E-Commerce/fulfillment centers;resort/tourist-oriented development; expanded retail opportunities; small
manufacturers with some related retail and offices
Wickenburg
Resort/tourist-oriented development;healthcare with an emphasis on behavioral health;transportation&
distribution; expanded retail opportunities; senior industries,equestrian and rodeo industries
Youngtown
Youngtown is in the throes of developing a commerce park. The park will target second-stage small
manufacturers with some related retail and offices.
Page 3 of 3
52
EXHIBIT D
FY 2022
REPORTING MECHANISM FOR CONTRACT FULFILLMENT
Monthly Activity Report - Month, Year
BUSINESS ATTRACTION PERFORMANCE METRICS:
GPEC Progress Toward Goals
Annual Contract Actual Goal %of
Targeted Opportunities Goal YTD YTD Goal YTD
PAYROLL GENERATED(MILLIONS
NUMBER OF JOBS
NUMBER OF HIGH-WAGE JOBS
AVERAGE HIGH WAGE SALARY
QUALIFIED PROSPECTS
QUALIFIED INTERNATIONAL PROSPECTS
GPEC ASSISTS
KEY BUSINESS ATTRACTION ACTIVITIES AND OTHER GPEC ACTIVITIES
GPEC continues to target high-wage industries(Advanced Business Services;Aerospace&Defense;Emerging
Technologies;Healthcare and Biomedical;Manufacturing&Logistics;Mission Critical Operations;and Software)
Page 1 of 1
53
EXHIBIT E
INSURANCE REQUIREMENTS
The City's insurance requirements are minimum requirements for this Agreement and in no
way limit the indemnity covenants contained in this Agreement. The City in no way warrants
that the minimum limits required of GPEC are sufficient to protect GPEC from liabilities that
might arise out of this Agreement for GPEC, its agents, representatives, employees or
Contractors and GPEC is free to purchase such additional insurance as may be determined
necessary.
A. Minimum Scope and Limits of Insurance. GPEC shall provide coverage at least as
broad as the categories set forth below with limits of liability in amounts acceptable to
the City.
1. Commercial General Liability - Occurrence Form
(Form CG 0001, ed. 10/13 or any replacements thereof)
General Aggregate/per Project
Products-Completed Operations Aggregate
Personal &Advertising Injury
Each Occurrence
Fire Damage (Any one fire)
Directors and Officers
Medical Expense (Any one person) Optional
2. Automobile Liability-Any Auto or Owned, Hired and Non-Owned Vehicles
(Form CA 0001, ed. 10/13 or any replacement thereof) Combined Single Limit
Per Accident for Bodily Injury and Property Damage
3. Workers' Compensation and Employers' Liability
Workers' Compensation Statutory
Employers' Liability
B. Self-insured Retentions. Any self-insured retentions must be declared to and approved
by the City. If not approved, the City may request that the insurer reduce or eliminate such
self-insured retentions with respect to City, its officers, officials, agents, employees and
volunteers.
Paget of 3
54
C. Other Insurance Requirements. The policies are to contain, or be endorsed to contain, the
following provisions:
1. Commercial General Liability
a. The City, its officers, officials, agents, employees and volunteers are to be
named as additional insureds with respect to liability arising out of. activities
performed by or on behalf of GPEC, including the City's general supervision of
GPEC; products and completed operations of GPEC; and automobiles owned,
leased, hired or borrowed by GPEC.
b. GPEC's insurance shall include broad form contractual liability coverage.
C. The City, its officers, officials, agents, employees and volunteers shall be
additional insureds to the full limits of liability purchased by GPEC, even if those
limits of liability are in excess of those required by this Agreement.
d. GPEC's insurance coverage shall be primary insurance with respect to City,
its officers, officials, agents, employees and volunteers. Any insurance or self-
insurance maintained by City, its officers, officials, employees or volunteers shall
be in excess of GPEC's insurance and shall not contribute to it.
e. GPEC's insurance shall apply separately to each insured against whom
claim is made or suit is brought, except with respect to the limits of the insurer's
liability.
f. Coverage provided by GPEC shall not be limited to the liability assumed
under the indemnification provisions of this Agreement.
g. The policies shall contain a waiver of subrogation against City, its officers,
officials, agents, employees and volunteers for losses arising from work performed
by GPEC for the City.
2. Workers' Compensation and Employers'Liability Coverage. The insurer shall
agree to waive all rights of subrogation against City, its officers, officials, agents,
employees and volunteers for any and all losses arising from work performed by
the Contractor for the City.
D. Notice of Cancellation. Each insurance policy required by the insurance provisions of
this Agreement shall provide the required coverage and shall not be suspended, voided,
canceled by either party, reduced in coverage or in limits except after thirty(30) calendar
days'prior written notice has been sent to City at the address provided herein for the giving
of notice. Such notice shall be by certified mail, return receipt requested.
Page 2 of 3
55
E. Acceptability of Insurers. Insurance is to be placed with insurers duly licensed or
approved unlicensed companies in the State of Arizona and with a "Best's" rating of not
less than A-:VII. City in no way warrants that the above required minimum insurer rating
is sufficient to protect GPEC from potential insurer insolvency.
F. Verification of Coverage. GPEC shall furnish City with Certificates of Insurance
(ACORD form or equivalent approved by City) and with original endorsements effecting
coverage as required by this Agreement. The certificates and endorsements for each
insurance policy are to be signed by a person authorized by that insurer to bind coverage
on its behalf. Any policy endorsements that restrict or limit coverage shall be clearly noted
on the Certificate of Insurance.
All certificates and endorsements are to be received and approved by City before work
commences. Each insurance policy required by this Agreement must be in effect at or prior
to commencement of work under this Agreement and remain in effect for the duration of
the project.
All certificates of insurance required by this Agreement shall be sent directly to City at the
address and in the manner provided in this Agreement for the giving of notice. City's
Agreement/Agreement number, GPEC's name and description of the Agreement shall be
provided on the Certificates of Insurance. City reserves the right to require complete
certified copies of all insurance policies required by this Agreement, at any time.
G. Approval. During the term of this Agreement, no modification may be made to any of
GPEC's insurance policies which will reduce the nature, scope or limits of coverage which
were in effect and approved by the City prior to execution of this Agreement.
Page 3 of 3
56
Regional Cooperation Protocol Policy
Greater Phoenix Economic Council and Economic Development Directors Team
The foundation of this policy is built on trust and the spirit of regional cooperation among the entities involved.
GPEC and the Economic Development Directors of its member communities agree and acknowledge that it is
important that they work together as partners on projects involving the communities which GPEC represents,
regardless of the source of the lead, as follows:
1. Demonstrate a commitment to the positive promotion of the Greater Phoenix, specifically, GPEC
member communities, as a globally competitive region.
2. Maintain the highest standards of economic development prospect handling, including confidentiality,
without jeopardizing a prospect's trust to secure the probability of a regional locate. Partners agree to
respect the prospect's request for confidentiality but also agree to notify each other as to the existence of
a project with a confidentiality requirement when able and shall make a good-faith effort to involve the
appropriate state,regional or local partners at the earliest possible time.
3. Unless otherwise restricted,agree to coordinate through GPEC for any prospect considering a project in
Maricopa County or in any of the communities that GPEC represents,understanding that GPEC is in a
unique position to represent and speak on regional economic development issues and on characteristics
of the region's economy. Likewise, GPEC acknowledges that communities are in the best position to
speak about local incentives and efforts surrounding the local economy.
4. For projects that originate with a GPEC member community, GPEC will be available for confidential
research access,topical expertise or as a service provider,to add value to the community in securing the
project. Additionally, GPEC will not e-track the project unless the community lead makes such a
request to do so.
5. Provide accurate and timely information in response to specific requests by all prospects. When a client
has narrowed sites to specific GPEC member communities,GPEC will make a good faith effort to
inform those affected EDDT members first. EDDT members agree to provide information solely on
their own community when the information requested is site-specific(i.e.,cost of land,taxes,
development fees,utility availability and cost,zoning process timing,permit timing and local
incentives). When site-specific information related to other GPEC communities is requested, EDDT
members agree to(i) direct GPEC prospects back to GPEC or(ii)direct non-GPEC generated prospects
to contact the affected communities directly,and as a courtesy,contact the affected communities.
6. Agree that regardless of the lead source,public locate announcements shall be coordinated among the
company, GPEC member community,and GPEC to reflect inclusiveness and cooperation of all partners
(subject to any confidentiality requirements).
7. GPEC and EDDTs will advocate for a robust operating budget for the state economic development
agency,and champion sound statewide economic development programs and policies.
8. Discourage the proactive offering of local,municipal financial incentives for existing jobs to companies
with current operations in another GPEC community.
9. Inform GPEC member community when a company visits or physical site visit within that community
will occur. Economic Development Directors will be the primary point of contact for the company when
community information is needed.
10. Agree that the consideration of a future community to GPEC's membership will be brought before
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57
EDDT for discussion in advance of any board consideration. EDDT will make a recommendation on the
addition of a new community to GPEC's President and CEO.
11. Formalize a process to convene GPEC and Economic Development Directors of GPEC member
communities biannually, and cooperate in the exchange of information and ideas reflecting practices,
procedures and policies relating to prospect handling and regional economic development.
12. Work collectively to maintain a high level of trust and integrity by and between GPEC and the
Economic Development Directors of GPEC member communities,utilizing differing views as an
opportunity to learn.
13. When conducting market intelligence initiative objective, GPEC staff will coordinate with EDDT to
ensure coordination and communication.
14. When a Prospect Information Form(PIF)is issued by the state economic development agency GPEC
will coordinate the region's response. All PIF submissions will be directed to GPEC's attention and
GPEC will assemble the response and return to the state economic development agency.
15. It is understood GPEC will or may host annual executour(s) and/or other marketing familiarization
tour(s)to promote the regional communities. GPEC will make every attempt to provide as much
interaction time between the executour guests and EDDTs. It is understood EDDTS will inform GPEC
of any upcoming executour(s)and/or other marketing familiarization tours scheduled by their office.
16. Partners agree to enter into a mediation process if there is evidence that this Protocol has not been
observed in a material respect or a professional conflict arises that cannot be settled. This mediation
process will be convened by the EDDT Chair,who may, at his/her discretion,consult or involve
GPEC's President and CEO in addition to others with topical expertise central to the conflict.
Page 2 of 2
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Public Works Department
Home of the Superstition Mountains
1�
MEMORANDUM
DATE: August 1, 2022
TO: Mayor and Members of City Council
THROUGH: Bryant Powell, City Manager
Michael Wever P.E., Public Works Director
FROM: Raquel Schatz, Project Engineer
SUBJECT: Utilization of Unobligated Federal Funds
PWC2022-14 Street Light Improvements
REQUEST
Staff respectfully requests the mayor and city council, discuss and consider an Intergovernmental
Agreement with ADOT for design and construction of the City's Street Light Improvements on Apache
Trail from Palo Verde Drive to SR88 and on Superstition Boulevard from Meridian Drive to SR88.
BACKGROUND
The city requested funds from Maricopa Association of Governments "MAG".
The Highway Safety Improvement Program (HSIP) is a program that is focused on improving road
safety. The MAG region has submitted successful project applications for projects utilizing HSIP an
average of$12 million in each fiscal year. All state and local projects are selected on the same funding
levels with priority going to the projects with the highest benefit to cost ratios.
This project includes installation of streetlights in the areas where there are no street lights in the area
of Apache Trail from Palo Verde Drive to SR88 and on Superstition Boulevard from Meridian Drive to
SR88. The city's financial contribution is $30,000 with the federal contribution at$2,436,000.
575 E. Baseline Avenue, Apache Junction, AZ 85119
• Voice (480) 982-1055 • FAX (480) 982-8005
60
Public Works Department
Home of the Superstition Mountains
ir"'9
DISCUSSION
The City is in an agreement with ADOT for the following:
Work Funding Year Federal City Total
Type
Design 2023
(94.3%) HSIP $ 420,000 $ 420,000
(100%) Local $ 30,000 $ 30,000
TOTAL - Design $ 420,000 $ 30,000 $ 450,000
Construction 1 2024
(94.3%) HSIP 1 $ 2,016,000 $ 2,016,000
TOTAL - Construction $ 2,016,000
Estimated TOTAL Project Cost $ 2,436,000 $30,000 $ 2,466,000
RECOMMENDATION
The City has pursued and is hoping to utilize these available funds on Apache Trail and Superstition
Boulevard for the installation of street lights.
The Public Works Department is requesting City Council approval to enter into an Intergovernmental
Agreement "IGA" with ADOT which will provide funding for the design and construction of the Ironwood
Drive Paved Shoulder Safety Improvement Project.
ACTION REQUIRED
Discussion and consideration of the proposed Intergovernmental Agreement with ADOT.
Attachment 1: Intergovernmental Agreement
Attachment 2: Exhibit A (Cost Estimate)
575 E. Baseline Avenue, Apache Junction, AZ 85119
• Voice (480) 982-1055 • FAX (480) 982-8005
61
RESOLUTION NO. 22-28
A RESOLUTION OF THE MAYOR AND CITY COUNCIL OF THE CITY
OF APACHE JUNCTION, ARIZONA, AUTHORIZING THE CITY OF
APACHE JUNCTION TO ENTER INTO AN INTERGOVERNMENTAL
AGREEMENT WITH THE STATE OF ARIZONA FOR THE 2022
STREET LIGHT IMPROVEMENT PROJECT.
WHEREAS, the City of Apache Junction ("City") and the State
of Arizona Department of Transportation ("ADOT") desire to enter
into an Intergovernmental Agreement ("IGA") for a street light
improvement project on Apache Trail between Palo Verde Drive to
SR88 and on Superstition Boulevard between Meridian Drive and
SR88 (the "Project") ; and
WHEREAS, the City acquired federal-aid funds to construct
the Project; and
WHEREAS, the State and the City have identified systematic
improvements within the City as being eligible under this
program; and
WHEREAS, the State shall be the designated agent for the
City; and
WHEREAS, pursuant to A.R. S . § 11-952 (A) , public entities
may enter into IGAs with other municipalities and governmental
entities for joint or cooperative activities; and
WHEREAS, the parties have crafted the attached written
agreement in the form of an IGA which formalizes the
arrangement; and
WHEREAS, the attached written IGA (designated as ADOT No.
IGA/JPA 22-0008647-I) sets forth the financial and
administrative conditions for the Project; and
WHEREAS, federal aid funds will contribute $2, 436, 000 . 00
with the City' s contribution being $30, 000 . 00 for design and
construction project costs; and
RESOLUTION NO. 22-28
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62
NOW, THEREFORE, BE IT RESOLVED BY THE MAYOR AND CITY COUNCIL
OF THE CITY OF APACHE JUNCTION ARIZONA, AS FOLLOWS :
1) The mayor and city council approve the attached form of the
IGA set forth in Attachment A; and the mayor is hereby
authorized to sign the agreement on behalf of the city.
2) The city manager and/or his designee is authorized and
directed to take all steps necessary to carry out the
purpose and intent of this resolution and to fulfill all
the duties required under the IGA.
PASSED AND ADOPTED BY THE MAYOR AND CITY COUNCIL OF THE CITY OF
APACHE JUNCTION, ARIZONA, THIS DAY OF , 20
SIGNED AND ATTESTED TO THIS DAY OF , 20
WALTER "CHIP" WILSON
Mayor
ATTEST:
JENNIFER PENA
City Clerk
APPROVED AS TO FORM:
RICHARD J. STERN
City Attorney
RESOLUTION NO. 22-28
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63
ADOT CAR No.: IGA 22-0008647-I
AG Contract No.: P001 2022 001119
Project Location/Name:Apache Trail&
Superstition Blvd
Type of Work: Street Lighting
Improvements
Federal-aid No.: HSIP-APJ-0(220)T
ADOT Project No.: T0365 01D/03D/01C
TIP/STIP No.:APJ23-070D,APJ24-070C
CFDA No.: 20.205 - Highway Planning and
Construction
Budget Source Item No.:
INTERGOVERNMENTAL AGREEMENT
BETWEEN
THE STATE OF ARIZONA
AND
THE CITY OF APACHE JUNCTION
THIS AGREEMENT ("Agreement") is entered into this date pursuant
to the Arizona Revised Statutes ("A.R.S.") §§ 11-951 through 11-954,as amended,between the
STATE OF ARIZONA,acting by and through its DEPARTMENT OF TRANSPORTATION (the"State" or
"ADOT") and the CITY OF APACHE JUNCTION,acting by and through its MAYOR and CITY COUNCIL
(the "City").The State and the City are each individually referred to as a"Party" and are collectively
referred to as the"Parties."
I. RECITALS
1. The State is empowered by A.R.S.§ 28-401 to enter into this Agreement and has delegated
to the undersigned the authority to execute this Agreement on behalf of the State.
2. The City is empowered by A.R.S. §48-572 to enter into this Agreement and has by
resolution,a copy of which is attached and made a part of,resolved to enter into this
Agreement and has authorized the undersigned to execute this Agreement on behalf of the
City.
3. The work proposed under this Agreement consists of the design and construction of street
lighting improvements along Apache Trail from Palo Verde Drive to State Route (SR) 88 and
Superstition Blvd from Meridian Drive to SR88 (the"Project").The Project cost,shown in
Exhibit A, is estimated at$2,466,000.00,which includes federal aid and local funds.The
State will administer the design,and will advertise,bid and award,and administer the
construction of the Project.
4. The interest of the State in this Project is the acquisition of federal funds for the use and
benefit of the City and authorization of such federal funds for the Project pursuant to federal
law and regulations.The State shall be the designated agent for the City for the Project,if
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IGA 22-0008647-I
the Project is approved by Federal Highway Administration (FHWA) and funds for the
Project are available.
THEREFORE,the Recitals set forth above and Exhibit A,attached hereto and made part hereof, are
incorporated into this Agreement and in consideration of the mutual terms expressed herein,it is
agreed as follows:
II. SCOPE OF WORK
1. The Parties agree:
a. The Project will be completed,accepted, and paid for in accordance with the
requirements of the Project plans and specifications.
b. The final cost estimate may exceed the initial estimate identified in Exhibit A,and in
such case,the City is responsible for,and agrees to pay,the difference prior to bid
advertisement. If the final Project amount is less than the initial estimate,the difference
between the final bid amount and the initial estimate will be de-obligated or otherwise
released from the Project and returned to the State.The City acknowledges it remains
responsible for actual costs and agrees to pay according to the terms of this Agreement.
c. The City and ADOT will each separately file a Notice of Intent(NOI) under the
Construction General Permit(CGP) with the Arizona Department of Environmental
Quality(ADEQ) before construction begins, if applicable to the Project.
2. The State will:
a. Execute this Agreement,and if the Project is approved by FHWA and funds for the
Project are available,be the City's designated agent for the Project.
b. After this Agreement is executed,and prior to performing or authorizing any work,
invoice the City for the initial Project Development Administration (PDA) costs,
estimated at$30,000.00. If PDA costs exceed the estimate during the development of
design,notify the City, obtain concurrence prior to continuing with the development of
design,and invoice as determined by ADOT and the City for additional costs to complete
PDA for the Project.After the Project costs are finalized invoice or reimburse the City for
the difference between actual costs and the amount the City has already paid for PDA.
c. After receipt of the PDA costs,on behalf of the City,prepare and provide all documents
pertaining to the design and post-design of the Project,incorporating comments from
the City,as appropriate. Review and approve documents required by FHWA to qualify
the Project for and to receive federal funds. Perform tasks that may consist of,but are
not limited to,preparation of environmental documents; analysis and documentation of
environmental categorical exclusion determinations; geologic materials testing and
analysis; right of way related activities; preparation of reports,design plans,maps,
specifications and cost estimates and other related tasks essential to the design
development of the Project.
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IGA 22-0008647-I
d. Submit all required documentation pertaining to the Project to FHWA with the
recommendation that the maximum federal funds programmed for this Project be
approved for scoping, design, construction and construction engineering.After receipt
of FHWA authorization,proceed to advertise for and enter into contract(s) with the
consultant(s) for the design and post-design of the Project. Should costs exceed the
maximum federal funds available it is understood and agreed that the City will be
responsible for any overage.
e. After completion of design and prior to bid advertisement, invoice the City for the actual
PDA and design costs exceeding the initial cost estimate and the difference between the
final construction cost estimate and the initial cost estimate,as applicable.After the
Project costs for construction are finalized,the State will either invoice or reimburse the
City for the difference between estimated and actual costs. De-obligate or otherwise
release any remaining federal funds from the scoping/design phase of the Project.
f. After receipt of the actual PDA and design costs,if applicable,and the difference
between the final and the initial construction cost estimates,if applicable, submit all
required documentation to FHWA with the recommendation that the maximum federal
funds programmed for construction of this Project be approved. Should costs exceed the
maximum federal funds available,it is understood and agreed that the City will be
responsible for any overage.
g. After receipt of FHWA authorization,proceed to advertise for,receive and open bids
award and enter into a contract with the firm for the construction of the Project. If the
bid amounts exceed the construction cost estimate,obtain City concurrence prior to
awarding the contract.After the Project is awarded, invoice the City for the difference
between estimated and actual costs,if applicable.
h. Notify the City of completion and final acceptance of the Project.At such time, file a
Notice of Termination (NOT) with ADEQ transferring CGP responsibilities to the City,
and provide a copy to the City indicating that the State's maintenance responsibility of
the Project is terminated,as applicable.
i. Notify the City of completion and final acceptance of the Project; coordinate with the
City and turn over full responsibility of the Project improvements.
j. Not be obligated to maintain the Project, should the City fail to budget or provide for
proper and perpetual maintenance as set forth in this Agreement.
3. The City will:
a. Designate the State as the City's authorized agent for the Project.
b. Within 30 days of receipt of an invoice from the State,pay the initial PDA costs,
estimated at$30,000.00.Agree to be responsible for actual PDA costs, if during the
development of design, PDA costs exceed the initial estimate. Be responsible and pay for
the difference between the estimated and actual PDA and design costs of the Project
within 30 days of receipt of an invoice.
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IGA 22-0008647-I
c. Review design plans, specifications, cost estimates and other such documents required
for the construction bidding and construction of the Project, including scoping/design
plans and documents required by FHWA to qualify projects for and to receive federal
funds; provide design review comments to the State as appropriate.
d. Enter into an agreement with the design consultant which states that the design
consultant will provide professional post-design services as required and requested
throughout and at completion of the construction phase of the Project.After final
acceptance of the Project,provide an electronic version of the record drawings to the
ADOT Project Manager.
e. After completion of design,within 30 days of receipt of an invoice from the State and
prior to bid advertisement,pay to the State,any outstanding PDA and design costs,and
if applicable,the difference between the final and initial construction cost estimates. Be
responsible for and pay the difference between the estimated and actual construction
costs of the Project,within 30 days of receipt of an invoice.
f. Be responsible for all costs incurred in performing and accomplishing the work as set
forth under this Agreement,that are not covered by federal funding. Should costs be
deemed ineligible or exceed the maximum federal funds available,it is understood and
agreed that the City is responsible for these costs; payment for these costs shall be made
within 30 days of receipt of an invoice from the State.
g. Certify that all necessary rights of way have been or will be acquired prior to
advertisement for bid and also certify that all obstructions or unauthorized
encroachments of whatever nature, either above or below the surface of the Project
area,shall be removed from the proposed right of way,or will be removed prior to the
start of construction,in accordance with The Uniform Relocation Assistance and Real
Property Acquisition Policies Act of 1970 as amended; 49 CFR 24.102 Basic Acquisition
Policies; 49 CFR 24.4 Assurances, Monitoring and Corrective Action,parts (a) &(b) and
ADOT Right of Way Procedures Manual: 8.02 Responsibilities, 8.03 Prime Functions,
9.06 Monitoring Process and 9.07 Certification of Compliance. Coordinate with the
appropriate State's Right of Way personnel during any right of way process performed
by the City,if applicable.
h. As applicable,certify that the City has adequate resources to discharge the City's real
property related responsibilities and ensures that its Title 23-funded projects are
carried out using the FHWA approved and certified ADOT Right of Way Procedures
Manual and that they will comply with current FHWA requirements whether or not the
requirements are included in the FHWA approved ADOT Right of Way Procedures
Manual. (23 CFR 710.201)
i. Not permit or allow any encroachments on or private use of the right of way,except
those authorized by permit. In the event of any unauthorized encroachment or
improper use,the City shall take all necessary steps to remove or prevent any such
encroachment or use. Provide a copy of encroachment permits issued within the Project
limits to the State.
j. Automatically grant to the State,by execution of this Agreement,its agents and/or
contractors,without cost,the temporary right to enter City rights of way,as required,to
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IGA 22-0008647-I
conduct any and all construction and preconstruction related activities for the Project,
on,to and over said City rights of way.This temporary right will expire with completion
of the Project.
k. Investigate and document utilities within the Project limits; submit findings to ADOT
determining prior rights or no prior rights; approve an easement within the final right
of way to re-establish the prior right location for those utilities with prior rights.
1. Be obligated to incur any expenditure should unforeseen conditions or circumstances
increase Project costs. Be responsible for the cost of any City requested changes to the
scope of work of the Project, such changes will require State and FHWA approval. Be
responsible for any contractor claims for additional compensation caused by Project
delay attributable to the City. Payment for these costs will be made to the State within
30 days of receipt of an invoice from the State.
m. After notification of final acceptance by the State,assume and maintain full
responsibility of the Project,including Storm Water Pollution Prevention Plans (SWPPP)
inspections,maintenance,and required documentation,until final stabilization is
reached. Provide the NOI number to the State and the Contractor,accept CGP
responsibilities at time of transfer,and file an NOT with ADEQ when final stabilization is
reached,as applicable.
n. After completion and final acceptance of the Project,agree to maintain and assume full
responsibility of the Project and all Project components.
III. MISCELLANEOUS PROVISIONS
1. Effective Date.This Agreement shall become effective upon signing and dating of all Parties.
2. Amendments.Any change or modification to the Project will only occur with the mutual
written consent of both Parties.
3. Duration.The terms,conditions and provisions of this Agreement shall remain in full force
and effect until completion of the Project and all related deposits and/or reimbursements
are made.Any and all obligations of maintenance hereunder shall remain perpetual and
shall survive any termination hereof and the assignment or assumption of this Agreement
or the Project by another competent jurisdiction or entity.
4. Cancellation.This Agreement may be cancelled at any time up to 30 days before the award
of the Project contract,so long as the cancelling Party provides at least 30 days'prior
written notice to the other Party. It is understood and agreed that,in the event the City
terminates this Agreement,the City shall be responsible for all costs incurred by the State
up to the time of termination. It is further understood and agreed that in the event the City
terminates this Agreement,the State shall in no way be obligated to complete or maintain
the Project.
S. Indemnification.The City shall indemnify, defend,and hold harmless the State,any of its
departments,agencies,officers or employees (collectively referred to in this paragraph as
the"State") from any and all claims,demands,suits,actions,proceedings,loss,cost and
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IGA 22-0008647-I
damages of every kind and description,including reasonable attorneys' fees and/or
litigation expenses (collectively referred to in this paragraph as the"Claims"),which may be
brought or made against or incurred by the State on account of loss of or damage to any
property or for injuries to or death of any person,to the extent caused by,arising out of,or
contributed to,by reasons of any alleged act,omission,professional error,fault,mistake,or
negligence of the City,its employees, officers, directors,agents,representatives, or
contractors,their employees,agents,or representatives in connection with or incident to
the performance of this Agreement.The City's obligations under this paragraph shall not
extend to any Claims to the extent caused by the negligence of the State,except the
obligation does apply to any negligence of the City which may be legally imputed to the
State by virtue of the State's ownership or possession of land.The City's obligations under
this paragraph shall survive the termination of this Agreement.
6. Third-Party Indemnification.The State shall include Section 107.13 of the 2021 version of
the Arizona Department of Transportation Standard Specifications for Road and Bridge
Construction,incorporated into this Agreement by reference,in the State's contract with
any and all contractors, of which the City shall be specifically named as a third-party
beneficiary.This provision may not be amended without the approval of the City.
7. Programmed Federal Funds.The cost of design, construction and construction engineering
work under this Agreement is to be covered by the federal funds programmed for this
Project,up to the maximum available.The City acknowledges that actual Project costs may
exceed the maximum available amount of federal funds,or that certain costs may not be
accepted by FHWA as eligible for federal funds.Therefore,the City agrees to pay the
difference between actual costs of the Project and the federal funds received.
8. Termination of Federal Funding. Should the federal funding related to this Project be
terminated or reduced by the federal government, or Congress rescinds,fails to renew, or
otherwise reduces apportionments or obligation authority,the State shall in no way be
obligated for funding or liable for any past,current or future expenses under this
Agreement.
9. Indirect Costs.The cost of the Project under this Agreement includes indirect costs
approved by FHWA,as applicable.
10. Federal Funding Accountability and Transparency Act.The Parties warrant compliance with
the Federal Funding Accountability and Transparency Act of 2006 and associated 2008
Amendments (the "Act").Additionally,in a timely manner,the City will provide information
that is requested by the State to enable the State to comply with the requirements of the Act,
as may be applicable.
11. Title VI.The City acknowledges and will comply with Title VI of the Civil Rights Act Of 1964.
12. Single Audit.The City acknowledges compliance with federal laws and regulations and may
be subject to the CODE OF FEDERAL REGULATIONS,TITLE 2, PART 200 (also known as The
Uniform Grant Guidance). Entities that expend$750,000.00 or more (on or after 12/26/14)
of federal assistance (federal funds,federal grants,or federal awards) are required to
comply by having an independent audit in accordance with§200.331 Subpart F. Either an
electronic or hardcopy of the Single Audit is to be sent to Arizona Department of
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IGA 22-0008647-I
Transportation Financial Management Services within the required deadline of nine months
of the sub recipient fiscal year end.
ADOT- FMS
Attn: Cost Accounting Administrator
206 S 17th Ave. Mail Drop 204B
Phoenix,AZ 85007
SingleAudit@azdot.gov
13. Governing Law.This Agreement shall be governed by and construed in accordance with
Arizona laws.
14. Conflicts of Interest.This Agreement may be cancelled in accordance with A.R.S.§ 38-511.
15. Inspection and Audit.The City shall retain all books,accounts,reports,files and other
records relating to this Agreement which shall be subject at all reasonable times to
inspection and audit by the State for five years after completion of the Project.Such records
shall be produced by the City, electronically or at the State office as set forth in this
Agreement,at the request of ADOT.
16. Non-Discrimination.This Agreement is subject to all applicable provisions of the Americans
with Disabilities Act(Public Law 101-336,42 U.S.C. 12101-12213) and all applicable federal
regulations under the Act,including 28 CFR Parts 35 and 36.The Parties to this Agreement
shall comply with Executive Order Number 2009-09 issued by the Governor of the State of
Arizona and incorporated in this Agreement by reference regarding"Non-Discrimination."
17. Non-Availability of Funds. Every obligation of the State under this Agreement is conditioned
upon the availability of funds appropriated or allocated for the fulfillment of such
obligations. If funds are not allocated and available for the continuance of this Agreement,
this Agreement may be terminated by the State at the end of the period for which the funds
are available. No liability shall accrue to the State in the event this provision is exercised,
and the State shall not be obligated or liable for any future payments as a result of
termination under this paragraph.
18. Arbitration. In the event of any controversy,which may arise out of this Agreement,the
Parties agree to abide by arbitration as is set forth for public works contracts if required by
A.R.S. § 12-1518.
19. E-Verify.The Parties shall comply with the applicable requirements of A.R.S.§41-4401.
20. Anti-Israel Boycott Act.The Parties shall certify that all contractors comply with the
applicable requirements of A.R.S. §35-393.01.
21. Other Applicable Laws.The Parties shall comply with all applicable laws,rules,regulations
and ordinances,as may be amended.
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IGA 22-0008647-I
22. Notices.All notices or demands upon any Party to this Agreement shall be in writing and
shall be delivered electronically,in person, or sent by mail,addressed as follows:
For Agreement Administration:
Arizona Department of Transportation City of Apache Junction
Joint Project Agreement Group Attn: Raquel Schatz
205 S. 171h Avenue, Mail Drop 637E 575 E Baseline Ave
Phoenix,AZ 85007 Apache Junction,AZ 85119
1PABranch@azdot.gov 480.474.8549
rschatz@apachejunctionaz.gov
For Project Administration:
Arizona Department of Transportation City of Apache Junction
Project Management Group Attn: Raquel Schatz
205 S. 171h Avenue, Mail Drop 614E 575 E Baseline Ave
Phoenix,AZ 85007 Apache Junction,AZ 85119
PMG@azdot.gov 480.474.8549
rschatz@apachejunctionaz.gov
For Financial Administration:
Arizona Department of Transportation City of Apache Junction
Project Management Group Attn: Raquel Schatz
205 S. 17th Avenue, Mail Drop 614E 575 E Baseline Ave
Phoenix,AZ 85007 Apache Junction,AZ 85119
PMG@azdot.gov 480.474.8549
rschatz@apachejunctionaz.gov
23. Revisions to Contacts.Any revisions to the names and addresses above may be updated
administratively by either Party and shall be in writing.
24. Legal Counsel Approval.In accordance with A.R.S. § 11-952 (D), the written determination
of each Party's legal counsel providing that the Parties are authorized under the laws of this
State to enter into this Agreement and that the Agreement is in proper form is set forth
below.
Remainder of this page intentionally left blank
(Signatures on the next page.)
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IGA 22-0008647-I
IN WITNESS WHEREOF,the Parties have executed this Agreement to be effective upon the full
completion of signing and dating by all Parties to this Agreement.
CITY OF APACHE JUNCTION
By Date
WALTER"CHIP"WILSON
Mayor
ATTEST:
By Date
JENNIFER PENA
City Clerk
I have reviewed the above referenced Intergovernmental Agreement between the State of
Arizona,acting by and through its DEPARTMENT OF TRANSPORTATION,and the CITY OF
APACHE JUNCTION,an agreement among public agencies which,has been reviewed pursuant
to A.R.S.§§ 11-951 through 11-954 and A.R.S.§48-572 and declare this Agreement to be in
proper form and within the powers and authority granted to the City under the laws of the
State of Arizona.
No opinion is expressed as to the authority of the State to enter into this Agreement. Approved
as to Form:
By Date
City Attorney
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IGA 22-0008647-I
ARIZONA DEPARTMENT OF TRANSPORTATION
By Date
BRENT A.CAIN,PE
Division Director
By Date
STEVE BOSCHEN,PE
Division Director
A.G. Contract No. P001 2022 001119 (ADOT IGA 22-0008647-I),an Agreement between public
agencies,the State of Arizona and City of Apache Junction,has been reviewed pursuant to
A.R.S. §§ 11-951 through 11-954 and A.R.S. § 28-401,by the undersigned Assistant Attorney
General who has determined that it is in the proper form and is within the powers and
authority granted to the State of Arizona.No opinion is expressed as to the authority of the
remaining Parties,other than the State or its agencies,to enter into said Agreement.
By Date
Assistant Attorney General
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IGA 22-0008647-I
EXHIBIT A
Cost Estimate
T0365 01D/03D/01C
The Project costs are estimated as follows:
ADOT Project Development Administration (PDA) Cost,non-federal-aid
City's costs @ 100% $ 30,000.00
Scoping/Design:
Federal-aid funds @ 100% $420,000.00
Construction:*
Federal-aid funds @ 100% $ 2,016,000.00
Estimated TOTAL Project Cost $2,466,000.00
Total Estimated City Funds $ 30,000.00
Total Federal Funds $2,436,000.00
* (Includes 15%construction engineering (CE) and administration cost(this percentage is
subject to change,any change will require concurrence from the City) and 5% Project
contingencies)
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Public Works Department
Home of the Superstition Mountains
1�
MEMORANDUM
DATE: August 1, 2022
TO: Mayor and Members of City Council
THROUGH: Bryant Powell, City Manager
Michael Wever P.E., Public Works Director
FROM: Raquel Schatz, Project Engineer
SUBJECT: Utilization of Unobligated Federal Funds
PWC2022-15 Ironwood Drive Paved Shoulder Improvements
REQUEST
Staff respectfully requests the mayor and city council, discuss and consider an Intergovernmental
Agreement with ADOT for design and construction of the City's Ironwood Drive Paved Shoulders Safety
Improvement Project, from Elliot Road to Baseline Avenue.
BACKGROUND
The city requested funds from Maricopa Association of Governments "MAG".
The Highway Safety Improvement Program (HSIP) is a program that is focused on improving road
safety. The MAG region has submitted successful project applications for projects utilizing HSIP an
average of$12 million in each fiscal year. All state and local projects are selected on the same funding
levels with priority going to the projects with the highest benefit to cost ratios.
This project includes improved infrastructure to Ironwood Drive from Elliot Road to Baseline Avenue
such as installing paved shoulders and rumble strips. The city's financial contribution is $138,171 with
the federal contribution at $1,900,477
575 E. Baseline Avenue, Apache Junction, AZ 85119
• Voice (480) 982-1055 • FAX (480) 982-8005
82
Public Works Department
Home of the Superstition Mountains
ir"'9
DISCUSSION
The City is in an agreement with ADOT for the following:
Work Funding Year Federal City Total
Type
Design 2023
(94.3%) HSIP $257,439 $ 15,561 $ 273,000
(100%) Local $ 30,000 $ 30,000
TOTAL - Design $ 45,561 $ 303,000
Construction 1 2024
(94.3%) HSIP 1 $ 1,643,008 $ 92,610 $ 1,735,618
TOTAL - Construction $ 1,735,618
Estimated TOTAL Project Cost $1,900,477 $138,171 $ 2,038,618
RECOMMENDATION
The City has pursued and is hoping to utilize these available funds on Ironwood Drive from Elliot Road
to Baseline Avenue.
The Public Works Department is requesting City Council approval to enter into an Intergovernmental
Agreement "IGA" with ADOT which will provide funding for the design and construction of the Ironwood
Drive Paved Shoulder Safety Improvement Project.
ACTION REQUIRED
Discussion and consideration of the proposed Intergovernmental Agreement with ADOT.
Attachment 1: Intergovernmental Agreement
Attachment 2: Exhibit A (Cost Estimate)
575 E. Baseline Avenue, Apache Junction, AZ 85119
• Voice (480) 982-1055 • FAX (480) 982-8005
83
RESOLUTION NO. 22-29
A RESOLUTION OF THE MAYOR AND CITY COUNCIL OF THE CITY
OF APACHE JUNCTION, ARIZONA, AUTHORIZING THE CITY OF
APACHE JUNCTION TO ENTER INTO AN INTERGOVERNMENTAL
AGREEMENT WITH THE STATE OF ARIZONA FOR THE 2022
IRONWOOD DRIVE PAVED SHOULDERS SAFETY IMPROVEMENT
PROJECT.
WHEREAS, the City of Apache Junction ("City") and the State
of Arizona Department of Transportation ("ADOT") desire to enter
into an Intergovernmental Agreement ("IGA") for a safety
improvement project on Ironwood Drive between Elliot Road and
Baseline Avenue (the "Project") ; and
WHEREAS, the City acquired federal-aid funds to construct
the Project; and
WHEREAS, the State and the City have identified systematic
improvements within the City as being eligible under this
program; and
WHEREAS, the State shall be the designated agent for the
City; and
WHEREAS, pursuant to A.R. S . § 11-952 (A) , public entities
may enter into IGAs with other municipalities and governmental
entities for joint or cooperative activities; and
WHEREAS, the parties have crafted the attached written
agreement in the form of an IGA which formalizes the
arrangement; and
WHEREAS, the attached written IGA (designated as ADOT No.
IGA/JPA 22-0008656-I) sets forth the financial and
administrative conditions for the Project; and
WHEREAS, federal aid funds will contribute $1, 900, 477 . 00
with the City' s contribution being $138, 171 . 00 for design and
construction project costs; and
RESOLUTION NO. 22-29
PAGE 1 OF 2
84
NOW, THEREFORE, BE IT RESOLVED BY THE MAYOR AND CITY COUNCIL
OF THE CITY OF APACHE JUNCTION ARIZONA, AS FOLLOWS :
1) The mayor and city council approve the attached form of the
IGA set forth in Attachment A; and the mayor is hereby
authorized to sign the agreement on behalf of the city.
2) The city manager and/or his designee is authorized and
directed to take all steps necessary to carry out the
purpose and intent of this resolution and to fulfill all
the duties required under the IGA.
PASSED AND ADOPTED BY THE MAYOR AND CITY COUNCIL OF THE CITY OF
APACHE JUNCTION, ARIZONA, THIS DAY OF , 20
SIGNED AND ATTESTED TO THIS DAY OF , 20
WALTER "CHIP" WILSON
Mayor
ATTEST:
JENNIFER PENA
City Clerk
APPROVED AS TO FORM:
RICHARD J. STERN
City Attorney
RESOLUTION NO. 22-29
PAGE 2 OF 2
85
ADOT CAR No.: IGA 22-0008656-I
AG Contract No.: P001 0oxxxx
Project Location/Name: Ironwood Drive;
Elliot Ave- Baseline Ave
Type of Work: Pave Shoulders &Rumble
Strips
Federal-aid No.: HSIP-APJ-0(221)T
ADOT Project No.: T0375 01D/03D/01C
TIP/STIP No.:APJ23-071D,APJ24-071C
CFDA No.: 20.205 - Highway Planning and
Construction
Budget Source Item No.:
INTERGOVERNMENTAL AGREEMENT
BETWEEN
THE STATE OF ARIZONA
AND
THE CITY OF APACHE JUNCTION
THIS AGREEMENT ("Agreement") is entered into this date ,pursuant
to the Arizona Revised Statutes ("A.R.S.") §§ 11-951 through 11-954,as amended,between the
STATE OF ARIZONA,acting by and through its DEPARTMENT OF TRANSPORTATION (the"State" or
"ADOT") and the CITY OF APACHE JUNCTION,acting by and through its MAYOR and CITY COUNCIL
(the "City").The State and the City are each individually referred to as a"Party" and are collectively
referred to as the"Parties."
I. RECITALS
1. The State is empowered by A.R.S.§ 28-401 to enter into this Agreement and has delegated
to the undersigned the authority to execute this Agreement on behalf of the State.
2. The City is empowered by A.R.S. §48-572 to enter into this Agreement and has by
resolution,a copy of which is attached and made a part of,resolved to enter into this
Agreement and has authorized the undersigned to execute this Agreement on behalf of the
City.
3. The work proposed under this Agreement consists of the design,construction and
installation of paved shoulders and rumble strips along Ironwood Drive from Elliot Avenue
to Baseline Avenue (the "Project").The Project cost,shown in Exhibit A,is estimated at
$2,038,618.00,which includes federal aid and City funds.The State will advertise,bid and
award,and administer the design and construction phase of the Project.
4. The interest of the State in this Project is the acquisition of federal funds for the use and
benefit of the City and authorization of such federal funds for the Project pursuant to federal
law and regulations.The State shall be the designated agent for the City for the Project,if
the Project is approved by Federal Highway Administration (FHWA) and funds for the
Project are available.
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IGA 22-0008656-I
THEREFORE,the Recitals set forth above and Exhibit A,attached hereto and made part hereof, are
incorporated into this Agreement and in consideration of the mutual terms expressed herein,it is
agreed as follows:
II. SCOPE OF WORK
1. The Parties agree:
a. The Project will be completed,accepted, and paid for in accordance with the
requirements of the Project plans and specifications.
b. The final cost estimate may exceed the initial estimate identified in Exhibit A,and in
such case,the Town is responsible for and agrees to pay,the difference prior to bid
advertisement.
c. The final Project amount may exceed the initial estimate(s) identified in Exhibit A,and
in such case,the City is responsible for,and agrees to pay,any and all actual costs
exceeding the initial estimate. If the final Project amount is less than the initial estimate,
the difference between the final bid amount and the initial estimate will be de-obligated
or otherwise released from the Project and returned to the State.The City acknowledges
it remains responsible for actual costs and agrees to pay according to the terms of this
Agreement.
d. The City and ADOT will each separately file a Notice of Intent(NOI) under the
Construction General Permit(CGP) with the Arizona Department of Environmental
Quality(ADEQ) before construction begins, if applicable to the Project.
2. The State will:
a. Execute this Agreement,and if the Project is approved by FHWA and funds for the
Project are available,be the City's designated agent for the Project.
b. After this Agreement is executed,and prior to performing or authorizing any work,
invoice the City for the initial Project Development Administration (PDA) costs,
estimated at$30,000.00 and the City's share of the Project design costs, estimated at
$15,561.00. If PDA costs exceed the estimate during the development of design, notify
the City,obtain concurrence prior to continuing with the development of design,and
invoice as determined by ADOT and the City for additional costs to complete PDA for the
Project.After the Project costs are finalized invoice or reimburse the City for the
difference between actual costs and the amount the City has paid for PDA and design
costs.
d. After receipt of the PDA costs and the City's estimated share of the Project design costs,
on behalf of the City, prepare and provide all documents pertaining to the design and
post-design of the Project,incorporating comments from the City,as appropriate.
Review and approve documents required by FHWA to qualify the Project for and to
receive federal funds. Perform tasks that may consist of,but are not limited to,
preparation of environmental documents; analysis and documentation of
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IGA 22-0008656-I
environmental categorical exclusion determinations; geologic materials testing and
analysis; right of way related activities; preparation of reports, design plans, maps,
specifications and cost estimates and other related tasks essential to the design
development of the Project.
e. Submit all required documentation pertaining to the Project to FHWA with the
recommendation that the maximum federal funds programmed for this Project be
approved for design and construction.After receipt of FHWA authorization,proceed to
advertise for and enter into contract(s) with the consultant(s) for the design and post-
design of the Project. Should costs exceed the maximum federal funds available it is
understood and agreed that the City will be responsible for any overage.
f. After completion of design and prior to bid advertisement, invoice the City for the actual
PDA costs,as applicable,and the City's share of the Project construction costs, estimated
at$92,610.00.00.After the Project costs for construction are finalized,the State will
either invoice or reimburse the City for the difference between estimated and actual
costs. De-obligate or otherwise release any remaining federal funds from the
scoping/design phase of the Project.
g. After receipt of the actual PDA costs,if applicable,and the City's estimated share of the
Project construction costs, including the difference between the final and the initial
construction cost estimates,if applicable,submit all required documentation to FHWA
with the recommendation that the maximum federal funds programmed for
construction of this Project be approved.Should costs exceed the maximum federal
funds available,it is understood and agreed that the City will be responsible for any
overage.
h. After receipt of FHWA authorization,proceed to advertise for,receive and open bids
award and enter into a contract with the firm for the construction of the Project. If the
bid amounts exceed the construction cost estimate,obtain City concurrence prior to
awarding the contract.After the Project is awarded, invoice the City for the difference
between estimated and actual costs,if applicable.
i. Notify the City of completion and final acceptance of the Project.At such time, file a
Notice of Termination (NOT) with ADEQ transferring CGP responsibilities to the City,
and provide a copy to the City indicating that the State's maintenance responsibility of
the Project is terminated,as applicable.
j. Notify the City of completion and final acceptance of the Project; coordinate with the
City and turn over full responsibility of the Project improvements.
k. Not be obligated to maintain the Project,should the City fail to budget or provide for
proper and perpetual maintenance as set forth in this Agreement.
3. The City will:
a. Designate the State as the City's authorized agent for the Project.
b. Within 30 days of receipt of an invoice from the State, pay the initial PDA costs,
estimated at$30,000.00 and the City's share of Project design costs,estimated at
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IGA 22-0008656-1
$15,561.00.Agree to be responsible for actual PDA costs,if during the development of
design, PDA costs exceed the initial estimate. Be responsible and pay for the difference
between the estimated and actual PDA and design costs of the Project within 30 days of
receipt of an invoice.
c. Review design plans,specifications,cost estimates and other such documents required
for the construction bidding and construction of the Project,including scoping/design
plans and documents required by FHWA to qualify projects for and to receive federal
funds; provide design review comments to the State as appropriate.
d. After completion of design,within 30 days of receipt of an invoice from the State and
prior to bid advertisement,pay to the State,any outstanding PDA costs,the City's share
of the Project construction costs,estimated at$92,610.00,and if applicable,the
difference between the final and initial construction cost estimates. Be responsible for
and pay the difference between the estimated and actual construction costs of the
Project,within 30 days of receipt of an invoice.
e. Be responsible for all costs incurred in performing and accomplishing the work as set
forth under this Agreement,that are not covered by federal funding.Should costs be
deemed ineligible or exceed the maximum federal funds available,it is understood and
agreed that the City is responsible for these costs; payment for these costs shall be made
within 30 days of receipt of an invoice from the State.
f. Certify that all necessary rights of way have been or will be acquired prior to
advertisement for bid and also certify that all obstructions or unauthorized
encroachments of whatever nature, either above or below the surface of the Project
area,shall be removed from the proposed right of way,or will be removed prior to the
start of construction,in accordance with The Uniform Relocation Assistance and Real
Property Acquisition Policies Act of 1970 as amended; 49 CFR 24.102 Basic Acquisition
Policies; 49 CFR 24.4 Assurances, Monitoring and Corrective Action,parts (a) &(b) and
ADOT Right of Way Procedures Manual: 8.02 Responsibilities,8.03 Prime Functions,
9.06 Monitoring Process and 9.07 Certification of Compliance. Coordinate with the
appropriate State's Right of Way personnel during any right of way process performed
by the City,if applicable.
g. As applicable,certify that the City has adequate resources to discharge the City's real
property related responsibilities and ensures that its Title 23-funded projects are
carried out using the FHWA approved and certified ADOT Right of Way Procedures
Manual and that they will comply with current FHWA requirements whether or not the
requirements are included in the FHWA approved ADOT Right of Way Procedures
Manual. (23 CFR 710.201)
h. Not permit or allow any encroachments on or private use of the right of way,except
those authorized by permit. In the event of any unauthorized encroachment or
improper use,the City shall take all necessary steps to remove or prevent any such
encroachment or use. Provide a copy of encroachment permits issued within the Project
limits to the State.
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IGA 22-0008656-I
i. Automatically grant to the State,by execution of this Agreement,its agents and/or
contractors,without cost,the temporary right to enter City rights of way,as required,to
conduct any and all construction and preconstruction related activities for the Project,
on,to and over said City rights of way.This temporary right will expire with completion
of the Project.
j. Investigate and document utilities within the Project limits;submit findings to ADOT
determining prior rights or no prior rights; approve an easement within the final right
of way to re-establish the prior right location for those utilities with prior rights.
k. Be obligated to incur any expenditure should unforeseen conditions or circumstances
increase Project costs. Be responsible for the cost of any City requested changes to the
scope of work of the Project,such changes will require State and FHWA approval.Be
responsible for any contractor claims for additional compensation caused by Project
delay attributable to the City. Payment for these costs will be made to the State within
30 days of receipt of an invoice from the State.
1. After notification of final acceptance by the State,assume and maintain full
responsibility of the Project,including Storm Water Pollution Prevention Plans (SWPPP)
inspections,maintenance,and required documentation,until final stabilization is
reached. Provide the NOI number to the State and the Contractor,accept CGP
responsibilities at time of transfer,and file an NOT with ADEQ when final stabilization is
reached,as applicable.
m. After completion and final acceptance of the Project,agree to maintain and assume full
responsibility of the Project and all Project components.
III. MISCELLANEOUS PROVISIONS
1. Effective Date.This Agreement shall become effective upon signing and dating of all Parties.
2. Amendments.Any change or modification to the Project will only occur with the mutual
written consent of both Parties.
3. Duration.The terms,conditions and provisions of this Agreement shall remain in full force
and effect until completion of the Project and all related deposits and/or reimbursements
are made.Any and all obligations of maintenance hereunder shall remain perpetual and
shall survive any termination hereof and the assignment or assumption of this Agreement
or the Project by another competent jurisdiction or entity.
4. Cancellation.This Agreement may be cancelled at any time up to 30 days before the award
of the Project contract,so long as the cancelling Party provides at least 30 days'prior
written notice to the other Party.It is understood and agreed that,in the event the City
terminates this Agreement,the City shall be responsible for all costs incurred by the State
up to the time of termination.It is further understood and agreed that in the event the City
terminates this Agreement,the State shall in no way be obligated to complete or maintain
the Project.
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IGA 22-0008656-I
S. Indemnification.The City shall indemnify, defend,and hold harmless the State,any of its
departments,agencies,officers or employees (collectively referred to in this paragraph as
the"State") from any and all claims,demands,suits,actions,proceedings,loss,cost and
damages of every kind and description,including reasonable attorneys' fees and/or
litigation expenses (collectively referred to in this paragraph as the"Claims"),which may be
brought or made against or incurred by the State on account of loss of or damage to any
property or for injuries to or death of any person,to the extent caused by,arising out of,or
contributed to,by reasons of any alleged act,omission,professional error,fault,mistake, or
negligence of the City,its employees, officers, directors,agents,representatives, or
contractors,their employees,agents,or representatives in connection with or incident to
the performance of this Agreement.The City's obligations under this paragraph shall not
extend to any Claims to the extent caused by the negligence of the State,except the
obligation does apply to any negligence of the City which may be legally imputed to the
State by virtue of the State's ownership or possession of land.The City's obligations under
this paragraph shall survive the termination of this Agreement.
6. Third-Party Indemnification.The State shall include Section 107.13 of the 2021 version of
the Arizona Department of Transportation Standard Specifications for Road and Bridge
Construction,incorporated into this Agreement by reference, in the State's contract with
any and all contractors, of which the City shall be specifically named as a third-party
beneficiary.This provision may not be amended without the approval of the City.
7. Programmed Federal Funds.The cost of design, construction and construction engineering
work under this Agreement is to be covered by the federal funds programmed for this
Project,up to the maximum available.The City acknowledges that actual Project costs may
exceed the maximum available amount of federal funds,or that certain costs may not be
accepted by FHWA as eligible for federal funds.Therefore,the City agrees to pay the
difference between actual costs of the Project and the federal funds received.
8. Termination of Federal Funding. Should the federal funding related to this Project be
terminated or reduced by the federal government, or Congress rescinds,fails to renew,or
otherwise reduces apportionments or obligation authority,the State shall in no way be
obligated for funding or liable for any past,current or future expenses under this
Agreement.
9. Indirect Costs.The cost of the Project under this Agreement includes indirect costs
approved by FHWA,as applicable.
10. Federal Funding Accountability and Transparency Act.The Parties warrant compliance with
the Federal Funding Accountability and Transparency Act of 2006 and associated 2008
Amendments (the "Act").Additionally,in a timely manner,the City will provide information
that is requested by the State to enable the State to comply with the requirements of the Act,
as may be applicable.
11. Title VI.The City acknowledges and will comply with Title VI of the Civil Rights Act Of 1964.
12. Single Audit.The City acknowledges compliance with federal laws and regulations and may
be subject to the CODE OF FEDERAL REGULATIONS,TITLE 2, PART 200 (also known as The
Uniform Grant Guidance). Entities that expend$750,000.00 or more (on or after 12/26/14)
of federal assistance (federal funds,federal grants,or federal awards) are required to
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IGA 22-0008656-I
comply by having an independent audit in accordance with§200.331 Subpart F. Either an
electronic or hardcopy of the Single Audit is to be sent to Arizona Department of
Transportation Financial Management Services within the required deadline of nine months
of the sub recipient fiscal year end.
ADOT- FMS
Attn: Cost Accounting Administrator
206 S 171h Ave. Mail Drop 204B
Phoenix,AZ 85007
SingleAudit@azdot.gov
13. Governing Law.This Agreement shall be governed by and construed in accordance with
Arizona laws.
14. Conflicts of Interest.This Agreement may be cancelled in accordance with A.R.S.§ 38-511.
15. Inspection and Audit.The City shall retain all books,accounts,reports, files and other
records relating to this Agreement which shall be subject at all reasonable times to
inspection and audit by the State for five years after completion of the Project.Such records
shall be produced by the City, electronically or at the State office as set forth in this
Agreement,at the request of ADOT.
16. Non-Discrimination.This Agreement is subject to all applicable provisions of the Americans
with Disabilities Act(Public Law 101-336,42 U.S.C. 12101-12213) and all applicable federal
regulations under the Act,including 28 CFR Parts 35 and 36.The Parties to this Agreement
shall comply with Executive Order Number 2009-09 issued by the Governor of the State of
Arizona and incorporated in this Agreement by reference regarding"Non-Discrimination."
17. Non-Availability of Funds. Every obligation of the State under this Agreement is conditioned
upon the availability of funds appropriated or allocated for the fulfillment of such
obligations. If funds are not allocated and available for the continuance of this Agreement,
this Agreement may be terminated by the State at the end of the period for which the funds
are available. No liability shall accrue to the State in the event this provision is exercised,
and the State shall not be obligated or liable for any future payments as a result of
termination under this paragraph.
18. Arbitration. In the event of any controversy,which may arise out of this Agreement,the
Parties agree to abide by arbitration as is set forth for public works contracts if required by
A.R.S. § 12-1518.
19. E-Verify.The Parties shall comply with the applicable requirements of A.R.S. §41-4401.
20. Anti-Israel Boycott Act.The Parties shall certify that all contractors comply with the
applicable requirements of A.R.S. §35-393.01.
21. Other Applicable Laws.The Parties shall comply with all applicable laws,rules,regulations
and ordinances,as may be amended.
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IGA 22-0008656-I
22. Notices.All notices or demands upon any Party to this Agreement shall be in writing and
shall be delivered electronically,in person, or sent by mail,addressed as follows:
For Agreement Administration:
Arizona Department of Transportation City of Apache Junction
Joint Project Agreement Group Attn: Raquel Schatz
205 S. 171h Avenue, Mail Drop 637E 575 E Baseline Ave
Phoenix,AZ 85007 Apache Junction,AZ 85119
1PABranch@azdot.gov 480.474.8549
RSchatz@aj city.nt
For Project Administration:
Arizona Department of Transportation City of Apache Junction
Project Management Group Attn: Raquel Schatz
205 S. 171h Avenue, Mail Drop 614E 575 E Baseline Ave
Phoenix,AZ 85007 Apache Junction,AZ 85119
PMG@azdot.gov 480.474.8549
RSchatz@aj city.nt
For Financial Administration:
Arizona Department of Transportation City of Apache Junction
Project Management Group Attn: Raquel Schatz
205 S. 17th Avenue, Mail Drop 614E 575 E Baseline Ave
Phoenix,AZ 85007 Apache Junction,AZ 85119
PMG@azdot.gov 480.474.8549
RSchatz@aj city.nt
23. Revisions to Contacts.Any revisions to the names and addresses above may be updated
administratively by either Party and shall be in writing.
24. Legal Counsel Approval.In accordance with A.R.S. § 11-952 (D), the written determination
of each Party's legal counsel providing that the Parties are authorized under the laws of this
State to enter into this Agreement and that the Agreement is in proper form is set forth
below.
25. Electronic Signatures.This Agreement may be signed in an electronic format using
DocuSign.
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IGA 22-0008656-I
IN WITNESS WHEREOF,the Parties have executed this Agreement to be effective upon the full
completion of signing and dating by all Parties to this Agreement.
CITY OF APACHE JUNCTION
By Date
WALTER"CHIP"WILSON
Mayor
ATTEST:
By Date
JENNIFER PENA
City Clerk
I have reviewed the above referenced Intergovernmental Agreement between the State of
Arizona,acting by and through its DEPARTMENT OF TRANSPORTATION,and the CITY OF
APACHE JUNCTION,an agreement among public agencies which,has been reviewed pursuant
to A.R.S.§§ 11-951 through 11-954 and A.R.S.§48-572 and declare this Agreement to be in
proper form and within the powers and authority granted to the City under the laws of the
State of Arizona.
No opinion is expressed as to the authority of the State to enter into this Agreement. Approved
as to Form:
By Date
City Attorney
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IGA 22-0008656-I
ARIZONA DEPARTMENT OF TRANSPORTATION
By Date
BRENT A.CAIN,PE
Division Director
By Date
STEVE BOSCHEN,PE
Division Director
A.G. Contract No. (ADOT IGA 22-0008656-I),an Agreement between public
agencies,the State of Arizona and City of Apache Junction,has been reviewed pursuant to
A.R.S. §§ 11-951 through 11-954 and A.R.S. § 28-401,by the undersigned Assistant Attorney
General who has determined that it is in the proper form and is within the powers and
authority granted to the State of Arizona.No opinion is expressed as to the authority of the
remaining Parties,other than the State or its agencies,to enter into said Agreement.
By Date
Assistant Attorney General
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IGA 22-0008656-I
EXHIBIT A
Cost Estimate
T0375 01D/03D/01C
The Project costs are estimated as follows:
ADOT Project Development Administration (PDA) Cost,non-federal-aid
City's costs @ 100% $30,000.00
Scoping/Design:
Federal-aid funds @ 94.3% $ 257,439.00
City's match @ 5.7% 15,561.00
Subtotal-Scoping/Design/PDA $ 303,000.00
Construction:*
Federal-aid funds @ 94.3% $ 1,643,008.00
City's match @ 5.7% 92,610.00
Subtotal-Construction $ 1,735,618.00
Estimated TOTAL Project Cost $2,038,618.00
Total Estimated City Funds $ 138,171.00
Total Federal Funds $ 1,900,477.00
* (Includes 15%construction engineering (CE) and administration cost(this percentage is
subject to change,any change will require concurrence from the City) and 5% Project
contingencies)
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City of Apache Junction
f300 East Superstition Boulevard •Apache Junction,Arizona 85119
www.apachejunctionaz.gov
MEMORANDUM TO: Honorable Mayor and City Council Members
THROUGH: Bryant Powell, City Manager
FROM: Matt Busby,Assistant City Manager
DATE: July 18, 2022
SUBJECT: Award contract for Architectural Services for Space Needs
Analysis
Apache Junction is planning for the future and the future is now. It is an exciting time for
the City of Apache Junction, in part because of the growth opportunity from the
approved annexation of 6,600 acres of formerly state-owned land.
It has been over 20 years since the last campus master plan effort and 20 years since the
last significant capital projects (AJ Multigenerational Recreation Center and City Hall).
Currently, the city has facilities that are past their useful life and pressing space needs in
specific departments. The population boom that is anticipated in the next 2-10 years
with the addition of 10,500 households will have a further impact on city services,
facilities, and staffing. The space needs analysis shall consider not only the
organizational growth that has already occurred over the past 20 years, but the
anticipated growth in the next 5, 10, and 20+years. It is necessary for the City to
understand these space needs so the city can proactively create an informed Master
Plan and associated capital plan moving forward.
City staff have chosen DFDG Architects to conduct a comprehensive space needs
analysis that will serve as the business case and guiding document for a subsequent
Master Plan effort. The City will utilize the Arizona Department of Administration
(ADOA) Annual Professional Services List for these services; thus, fulfilling procurement
procedures.
Staff is recommending a professional services agreement be awarded to DFDG
Architecture in an amount not to exceed $176,300, plus a city-controlled contingency of
$20,000 to provide for future unforeseen change orders to the contract for a grand total
not to exceed $196,300.
Thank you for your consideration.
Home of the Superstition Mountains 104
PROFESSIONAL SERVICES AGREEMENT
WITH DFDG Architecture
THIS AGREEMENT is made as of the day of August 2022 (the
"Effective Date") by and between THE CITY OF APACHE JUNCTION, an Arizona
municipal corporation ("City"), and DFDG Architecture, an Arizona corporation,
("Consultant"), both of which may be hereinafter referred to collectively as the
"Parties", for the project entitled "Space Needs Assessment".
RECITALS
A. City desires to retain a consultant to perform a comprehensive space
needs assessment and to make payment for the same in accordance with the
terms and conditions set forth in this Agreement, including all attachments and
addenda which are appended hereto by mutual agreement of the Parties.
B. The open market procedures have been satisfied to the extent they
apply.
C. City will utilize the Arizona Department of Administration (ADOA)
Annual Professional Services List for architectural services.
D. The Parties have set forth below contemplated services Consultant will
provide City, including payment terms for such services and products.
AGREEMENT
NOW, THEREFORE, in consideration of the Recitals noted above, the
mutual covenants and conditions below, and other good and valuable
consideration, the receipt and sufficiency of which are hereby acknowledged,
the Parties agree as follows:
1. CONSULTANT'S DUTIES: Consultant agrees to perform the
professional services detailed in Exhibit A.
2. COMPENSATION: In accordance with the terms and conditions of
this Agreement, City shall compensate Consultant for professional services in
an amount not to exceed $176,300.00 plus a City controlled contingency of
$20,000 for a total of$196,300.00, in accordance with Exhibit A.
3. CONSULTANT BILLING: Consultant shall bill City on a time and
expense basis in a total amount not to exceed Section 2 above. City shall pay
such billings within thirty (30) calendar days of the date of receipt.
4. TERM/RENEWAL: The term of this Agreement starts on August 17,
2022 and ends on June 30, 2024.
5. CITY'S STANDARD OF PERFORMANCE: City shall furnish
Consultant with all data, information and other supporting services specified in
Exhibit A.
6. CONSULTANT'S STANDARD OF PERFORMANCE: While performing
the services, Consultant shall exercise the reasonable professional care and
skill customarily exercised by reputable members of Consultant's profession
practicing in the Phoenix Metropolitan Area, and shall use reasonable diligence
and best judgment while exercising its professional skill and expertise.
Consultant shall be responsible for all errors and omissions Consultant commits
in the performance of this Agreement.
7. NOTICES: All notices to the a Party required under this Agreement
shall be in writing and sent by first class certified mail, postage prepaid, return
receipt requested, addressed to the following:
If to City: City of Apache Junction
c/o Matt Busby
300 East Superstition Boulevard
Apache Junction, AZ 85119
If to Consultant: DFDG Architecture
c/o: Darrin Orndorff
4545 E McKinley Street
Phoenix, AZ 85008
8. INSURANCE: Consultant, at its own expense, shall purchase and
maintain the herein stipulated minimum insurance with companies duly licensed,
possessing a current A.M. Best, Inc. Rating of B++6, or approved unlicensed in
the State of Arizona with policies and forms satisfactory to City.
All insurance required herein shall be maintained in full force and effect until all
work or service required to be performed under the terms of the Agreement is
satisfactorily completed and formally accepted; failure to do so may, at the sole
discretion of City, constitute a material breach of this Agreement.
Consultant's insurance shall be primary insurance as respects the City, and any
insurance or self-insurance maintained by City shall not contribute to it.
Any failure to comply with the claim reporting provisions of the insurance
policies or any breach of an insurance policy warranty shall not affect coverage
afforded under the insurance policies to protect City.
The insurance policies, except Workers' Compensation, shall contain a waiver
of transfer rights of recovery (subrogation) against City, its agents, officers,
officials and employees for any claims arising out of Contractor's acts, errors,
mistakes, omissions, work or service.
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The insurance policies may provide coverage which contains deductibles or
self-insured retentions. Such deductible and/or self-insured retentions shall not
be applicable with respect to the coverage provided to City under such policies.
Consultant shall be solely responsible for the deductible and/or self retention
and City, at its option, may require Consultant to secure payment of such
deductibles or self-insured retentions by a surety bond or an irrevocable and
unconditional letter of credit.
City reserves the right to request and to receive, within ten (10) working days,
certified copies of any or all of the herein required insurance policies and/or
endorsements. City shall not be obligated, however, to review same or to advise
Consultant of any deficiencies in such policies and endorsements, and such
receipt shall not relieve Consultant from, or be deemed a waiver of, City's right
to insist on strict fulfillment of Consultant's obligations under this Agreement.
The insurance policies, except Workers' Compensation and Professional
Liability, required by this Agreement, shall name City, its agents, officers,
officials and employees as Additional Insureds.
REQUIRED COVERAGE
Commercial General Liability
Consultant shall maintain Commercial General Liability insurance with a limit of
not less than $1,000,000 for each occurrence with a $2,000,000
Products/Completed Operations Aggregate and a $2,000,000 General
Aggregate limit. The policy shall include coverage for bodily injury, broad form
property damage, personal injury, products and completed operations and
blanket contractual coverage including, but not limited to, the liability assumed
under the indemnification provisions of this Agreement, which coverage will be
at least as broad as that on Insurance Service Office, Inc. Policy Form No. CG
00011093, or the equivalent thereof.
Such policy shall contain a severability of interest provision, and shall not
contain a sunset provision or commutation clause, nor any provision which
would serve to limit third party action over claims.
The Commercial General Liability additional insured endorsement shall be at
least as broad as the Insurance Service Office, Inc.'s Additional Insured, Form
B, CG 20101185, or the equivalent thereof, and shall include coverage for
Consultant's operations and products and completed operations.
If required by this Agreement, if Consultant sublets any part of the work,
services or operations, Consultant shall purchase and maintain, at all times
during prosecution of the work, services or operations under this Agreement, an
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Owner and Consultant's Protective Liability insurance policy for bodily injury
and property damage, including death, which may arise in the prosecution of
Consultant's work, service or operations under this Agreement. Coverage shall
be on an occurrence basis with a limit not less than $1,000,000 per occurrence,
and the policy shall be issued by the same insurance company that issues
Consultant's Commercial General Liability insurance.
Automobile Liability
Consultant shall maintain Commercial/Business Automobile Liability insurance
with a combined single limit for bodily injury and property damage of not less
than $1,000,000 each occurrence with respect to Consultant's owned, hired,
and non-owned vehicles assigned to or used in performance of Consultant's
work. Coverage will be at least as broad as coverage code 1, "any auto",
(Insurance Service Office, Inc. Policy Form CA 00011293, or the equivalent
thereof). Such insurance shall include coverage for loading and off loading
hazards. If hazardous substances, materials or wastes are to be transported,
MCS 90 endorsement shall be included and $5,000,000 per accident limits for
bodily injury and property damage shall apply.
Workers' Compensation
Consultant shall carry Workers' Compensation insurance to cover obligations
imposed by federal and state statutes having jurisdiction of Consultant's
employees engaged in the performance of the work or services; and,
Employer's Liability insurance of not less than $100,000 for each accident,
$100,000 disease for each employee, and $500,000 disease policy limit.
By execution of this Agreement, Consultant certifies as follows:
"I am aware and understand the provisions of A.R.S. § 23-900 etseq.
which requires every employer to be insured against liability for
workers' compensation or to undertake self-insurance in
accordance with the provisions of this chapter, and I will comply with
such provisions before commencing the performance of the work of
this Agreement."
If Consultant has no employees for whom workers' compensation insurance is
required, Consultant shall submit a declaration or affidavit to City so stating and
covenanting to obtain such insurance if and when Consultant employs any
employees subject to coverage.
In case any work is subcontracted, Consultant will require subcontractors to
provide Workers' Compensation and Employer's Liability insurance to at least
the same extent as required of Consultant.
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Professional Liability
Consultant retained by City to provide the work or service required by this
Agreement will maintain Professional Liability insurance covering acts, errors,
mistakes and omissions arising out of the work or services performed by
Consultant, or any person employed by Consultant, with a limit of not less than
$1,000,000 each claim.
Certificates of Insurance
Prior to commencing work or services under this Agreement, Consultant shall
furnish City with Certificates of Insurance, or formal endorsements as required
by the Agreement, issued by Consultant's insurer(s), as evidence that policies
providing the required coverages, conditions and limits required by this
Agreement are in full force and effect. The form of the certificates of insurance
and endorsements shall be subject to the approval of the Apache Junction City
Attorney's Office, shall comply with the terms of this Agreement, and shall be
issued and delivered to City Attorney, City of Apache Junction, 300 East
Superstition Boulevard, Apache Junction, AZ 85119.
In the event any insurance policies required by this Agreement are written on a
"claims made" basis, coverage shall extend for two (2) years past completion
and acceptance of Consultant's work or services and as evidenced by annual
Certificates of Insurance.
If a policy does expire during the life of the Agreement, a renewal certificate
must be sent to City thirty (30) calendar days prior to the expiration date.
All Certificates of Insurance shall be identified with bid serial number and title.
Policies or certificates and completed forms of City's Additional Insured
Endorsement (or a substantially equivalent insurance company form acceptable
to the City Attorney) evidencing the coverage required by this section shall be
filed with the City and shall include the City as an additional insured. The policy
or policies shall be in the usual form of a public liability insurance, but shall also
include the following provision:
"Solely as respects work done by or on behalf of the named insured
for the City of Apache Junction, it is agreed that the City of Apache
Junction and its officers and employees are added as additional
insureds under this policy."
Insurance required herein shall not expire, be canceled, or materially changed
without thirty (30) calendar days' prior written notice to City.
9. APPLICABLE LAW AND VENUE: The terms and conditions of this
Agreement shall be governed by and interpreted in accordance with the laws of
the State of Arizona. Any action at law or in equity brought by either party for
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the purpose of enforcing a right or rights provided for in this Agreement, shall
be tried in a court of competent jurisdiction in Pinal County, State of Arizona.
The parties hereby waive all provisions of law providing for a change of venue in
such proceeding to any other county. In the event either party shall bring suit to
enforce any term of this Agreement or to recover any damages for and on
account of the breach of any term or condition in this Agreement, it is mutually
agreed that the prevailing party in such action shall recover all costs including:
all litigation and appeal expenses, collection expenses, reasonable attorney
fees, necessary witness fees and court costs to be determined by the court in
such action.
10. FORCE MAJEURE: Neither City nor Consultant, as the case may be,
shall be considered not to have performed its obligations under this Agreement
in the event of enforced delay (an "Enforced Delay") due to causes beyond its
control and without its fault or negligence or failure to comply with applicable
laws, including, but not restricted to, acts of God, fires, floods, epidemics,
pandemics, quarantine, restrictions, embargoes, labor disputes, and unusually
severe weather or the delays of subcontractors or materialmen due to such
causes, acts of a public enemy, war, terrorism or act of terror (including but not
limited to bio-terrorism or eco-terrorism), nuclear radiation, blockade,
insurrection, riot, labor strike or interruption, extortion, sabotage, or similar
occurrence or any exercise of the power of eminent domain of any governmental
body on behalf of any public entity, or a declaration of moratorium or similar
hiatus (whether permanent or temporary) by any public entity directly affecting
the obligations under this Agreement. In no event will Enforced Delay include
any delay resulting from unavailability for any reason of labor shortages, or the
unavailability for any reason of particular Consultants, subcontractors, vendors
or investors desired by Consultant in connection with the obligations under this
Agreement. Consultant agrees that Consultant alone will bear all risks of delay
which are not Enforced Delay. In the event of the occurrence of any such
Enforced Delay, the time or times for performance of the obligations of the Party
claiming delay shall be extended for a period of the Enforced Delay; provided,
however, that the Party seeking the benefit of the provisions of this Section
shall, within thirty (30) calendar days after such Party knows or should know of
any such Enforced Delay, first notify the other Party of the specific delay in
writing and claim the right to an extension for the period of the Enforced Delay;
and provided further that in no event shall a period of Enforced Delay exceed
ninety (90) calendar days.
11. TERMINATION: This Agreement may be terminated by either Party
for any reason upon 30 days (1) months' written notice. If this Agreement is
terminated, City shall be reimbursed from Consultant the amount paid for any
undelivered and/or unaccepted products or services. Upon termination, City
agrees to pay for all delivered, accepted, and properly invoiced services that
were provided up to the announced Termination Date.
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12. INDEMNIFICATION: To the fullest extent permitted by law,
Consultant shall defend, indemnify and hold harmless City, its boardmembers
and appointed officers, officials, agents, and employees from and against any
and all liability including but not limited to demands, claims, actions, fees, costs
and expenses, including attorney and expert witness fees, arising from or
connected with, or alleged to have arisen from or connected with, relating to,
arising out of, or alleged to have resulted from the acts, errors, mistakes,
omissions, Work or services of Consultant, its agents, employees, or any tier of
Consultant's subconsultant in the performance of this Agreement, but only to
the extent caused by the negligence, recklessness or intentional wrongful
conduct of Consultant or its subconsultants in the performance of this
Agreement or any subcontract. Consultant 's duty to defend, hold harmless and
indemnify City, its boardmembers and appointed officers, officials, agents, and
employees shall arise in connection with any tortious claim, damage, loss or
expense that is attributable to bodily injury, sickness, disease, death, or injury
to, impairment, or destruction of property including loss of use resulting
therefrom, caused by an Consultant 's acts, errors, mistakes, omissions, work
or services in the performance of this Agreement including any employee of
Consultant , any tier of Consultant 's subconsultant or any other person for
whose acts, errors, mistakes, omissions, Work or services Consultant may be
legally liable. The amount and type of insurance coverage requirements set
forth herein will in no way be construed as limiting the scope of the indemnity in
this paragraph.
13. TAXES: Consultant shall pay all license, sales, consumer,
transaction privilege, use and other similar taxes for services provided by
Consultant which are legally enacted at the time the obligations under this
Agreement are performed.
14. PERMITS & FEES: Unless otherwise provided in this Agreement,
Consultant shall secure and pay for all applicable permits, government fees,
licenses and inspections necessary for the proper execution and completion of
services which are customarily secured after execution of the Agreement.
Consultant shall give all notices and comply with all laws, ordinances, rules,
regulations and lawful orders of any public authority bearing on the
performance of the obligations. Consultant represents and warrants that any
license necessary to perform the services under this Agreement is current and
valid. Consultant understands that the activity described herein constitutes
"doing business in the City of Apache Junction" and Consultant agrees to obtain
a business license pursuant to Chapter 8 of the Apache Junction City Code, Vol.
I, and keep such license current during the term of this Agreement. Consultant
also acknowledges that the tax provision of the Apache Junction Tax Code,
Chapter 8A, may also apply and if so, shall obtain a transaction privilege license
and/or other licenses as may be required by all applicable laws. Further,
Consultant agrees to pay all applicable privilege and use taxes that are
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applicable to the activities, products and services provided under this
Agreement.
15. RECORDS: Records of Consultant's labor, payroll, and other costs
pertaining to this Agreement shall be kept on a generally recognized accounting
basis and made available to City for inspection on request. Consultant shall
maintain records for a period of at least two (2) years after termination of this
Agreement, and shall make such records available during that retention period
for examination or audit by City personnel during regular business hours.
16. RIGHT OF CITY TO CONTRACT WITH OTHERS: Nothing in this
Agreement shall imply City is obligated to obtain the services described herein
with only this particular Consultant.
17. INDEPENDENT CONTRACTOR: City and Consultant agree and
understand that the relationship between both Parties is that of an independent
contractor.
18. WAIVER OF TERMS AND CONDITIONS: The failure of City or
Consultant to insist in any one or more instances on performance of any of the
terms or conditions of this Agreement or to exercise any right or privilege
contained herein shall not be considered as thereafter waiving such terms,
conditions, rights or privileges, and they shall remain in full force and effect.
19. COMPLIANCE WITH FEDERAL AND STATE LAWS: Consultant
understands and acknowledges the applicability of the American with
Disabilities Act, the Immigration Reform and Control Act of 1986 and the Drug
Free Workplace Act of 1989 to the services performed under this Agreement.
As required by A.R.S. § 41-4401, Consultant hereby warrants its compliance
with all federal immigration laws and regulations that relate to its employees and
A.R.S. § 23-214(A). Consultant further warrants that after hiring an employee,
Consultant will verify the employment eligibility of the employee through the E-
Verify program. If Consultant uses any subcontractors in performance of
services, subcontractors shall warrant their compliance with all federal
immigration laws and regulations that relate to its employees and A.R.S. § 23-
214(A), and subcontractors shall further warrant that after hiring an employee,
such subcontractor verifies the employment eligibility of the employee through
the E-Verify program. A breach of this warranty shall be deemed a material
breach of the Agreement that is subject to penalties up to and including
termination of this Agreement. Consultant is subject to a penalty of $100 per
day for the first violation, $500 per day for the second violation, and $1,000 per
day for the third violation. City at its option may terminate this Agreement after
the third violation. Consultant shall not be deemed in material breach of this
Agreement if the Consultant and/or subcontractors establish compliance with
the employment verification provisions of Sections 274A and 274B of the federal
Immigration and Nationality Act and the E-Verify requirements contained in
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A.R.S. § 23-214(A). City retains the legal right to inspect the papers of any
Consultant or subcontractor employee who works under this Agreement to
ensure that the Consultant or subcontractor is complying with the warranty.
Any inspection will be conducted after reasonable notice and at reasonable
times. If state law is amended, the Parties may modify this paragraph consistent
with state law.
20. ENTIRE AGREEMENT: This Agreement and any attachments
represent the entire agreement between City and Consultant and supersede all
prior negotiations, representations or agreements, either express or implied,
written or oral. It is mutually understood and agreed that no alteration or
variation of the terms and conditions of this Agreement shall be valid unless
made in writing and signed by the Parties hereto. Written and signed
amendments shall automatically become part of the Supporting Documents, and
shall supersede any inconsistent provision therein; provided, however, that any
apparent inconsistency shall be resolved, if possible, by construing the
provisions as mutually complementary and supplementary.
21. SEVERABILITY: City and Consultant each believe that the execution,
delivery and performance of this Agreement are in compliance with all
applicable laws. However, in the unlikely event that any provision of this
Agreement is declared void or unenforceable (or is construed as requiring City
to do any act in violation of any applicable laws, including any constitutional
provision, law, regulation, or city code), such provision shall be deemed severed
from this Agreement and this Agreement shall otherwise remain in full force and
effect; provided that this Agreement shall retroactively be deemed reformed to
the extent reasonably possible in such a manner so that the reformed agreement
(and any related agreements effective as of the same date) provide essentially
the same rights and benefits (economic and otherwise) to the Parties as if such
severance and reformation were not required. Unless prohibited by applicable
laws, the Parties further shall perform all acts and execute, acknowledge and/or
deliver all amendments, instruments and consents necessary to accomplish and
to give effect to the purposes of this Agreement, as reformed.
22. SUCCESSORS, ASSIGNMENT & DELEGATION: City and Consultant
each bind themselves, their partners, successors, assigns and legal
representatives to the other Party hereto and to the partners, successors,
assigns and legal representatives of such other Party in respect to all
covenants, agreements and obligations contained in this Agreement. Neither
Party to the Agreement shall assign the Agreement or sublet it as a whole or
delegate the duties hereunder, without the written consent of the other, nor
shall Consultant assign any monies due or to become due to it without the
previous written consent of City.
23. ACCURACY OF WORK: Acceptance of services or work by City
shall not relieve Consultant of the responsibility for subsequent correction of
any such errors and the clarification of any ambiguities. Consultant shall make
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all necessary revisions or corrections resulting from errors and omissions on
the part of Consultant without additional compensation.
24. TIME IS OF THE ESSENCE: Time is of the essence with respect to
all provisions in this Agreement. Any delay in performance by either Party shall
constitute a material breach of this Agreement.
25. PROHIBITION TO CONTRACT WITH CONSULTANTS WHO ENGAGE
IN BOYCOTT OF THE STATE OF ISRAEL: The Parties acknowledge A.R.S. §§ 35-
393 through 35-393.03, as amended, which forbids public entities from
contracting with Consultants who engage in boycotts of the State of Israel.
Should Consultant under this Agreement engage in any such boycott against the
State of Israel, this Agreement shall be deemed automatically terminated by
operation of law. Any such boycott is a material breach of contract.
26. CONFLICTS OF INTEREST: This Agreement is subject to, and may
be terminated by City in accordance with, the provisions of A.R.S. § 38-511.
IN WITNESS WHEREOF, Consultant and City have executed this
Agreement as of the date first set forth above.
CONSULTANT:
DFDG Architecture, an Arizona corporation
By: Darrin Orndorff
Its: President
CITY:
CITY OF APACHE JUNCTION, ARIZONA,
an Arizona municipal corporation
By: Walter "Chip" Wilson
Its: Mayor
ATTEST:
Jennifer Pena
City Clerk
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APPROVED AS TO FORM:
� -7 l8 •Z2
R. Joel Stern
City Attorney
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STATE OF )
) ss.
COUNTY OF )
The foregoing was subscribed and sworn to before me this
day of , 20 , by as of
[Company Name], an Arizona [corporation/limited liability company].
Notary Public
My Commission Expires:
STATE OF ARIZONA )
) ss.
COUNTY OF PINAL )
The foregoing was subscribed and sworn to before me this
day of , 20 , by Walter "Chip" Wilson, as Mayor of the City of
Apache Junction, Arizona, an Arizona municipal corporation.
Notary Public
My Commission Expires:
Exhibit A
it DFDG
July 5, 2022
City of Apache Junction
300 E Superstition Blvd
Apache Junction, AZ 85119
Matt Busby
mbusby@apachejunctionaz.gov
Re: Apache Junction Space Needs Assessment Fee Proposal
Dear Matt:
DFDG Architecture is excited for the opportunity to submit this proposal for design services on the city-wide
space needs assessment. The following proposal outlines our understanding of the scope and requirements
for this project.
A. PROJECT SCOPE
1) General Scope Information.
The project will be a space needs assessment for multiple buildings and sites managed and operated
by the City of Apache Junction. Refer to Scoping Document dated 6/27/2022 for description of City
assets included in this assessment.
2) Owner/Client Information.
City of Apache Junction is the owner and Client for this project and will be represented by Susan
Billings of Elevated Design Studio. The Client is responsible for the following:
a. Provide any existing building and site drawings in PDF and CAD formats.
b. Provide information about projected staff growth, or accept proposal for supplemental
services included in Section D.
3) Building/Site Information.
The existing buildings will be evaluated based on information provided to DFDG by the client. Any
facilities that do not have CAD or PDF drawings available that accurately depict current layout and
usage will require Additional Services to conduct field investigation by DFDG to collect that
information. Facilities included on Scoping Document dated 6/27/2022 are all included in this scope,
with recap of major elements noted below.
a. City Hall (multiple departments) —48,700 SF, 2 story facility.
b. Police Station —15,800 SF 2 story facility with 2,900 SF offsite training spaces and 2,500 SF
offsite storage
C. Parks— 40,700 SF 2 story multi-gen facility with 4 ancillary facilities totaling 6,300 SF.
d. Library— 31,500 SF 1 story facility
e. Public Works— 20,000 SF combined in 6 facilities with 14.5 acre public works site area.
f. IT— 2,500 SF facility.
g. Animal Control— 4,000 SF facility with 9,000 SF shelter yard with shade structures.
602.954.9060 4545 E. McKinley St. Phoenix, AZ 85008 dfdg.com
4) Schedule.
The space needs assessment is the first phase of the City's effort to make sure they are meeting their
organization's current and future capital asset needs. Not included in this proposal is phase 2 which is
to create a master plan for this city to implement the information presented in this space needs
assessment. Additional phases beyond the master planning would include additions, renovations and
new construction to expand the City's infrastructure as needed to implement the master plan.
a. Space Needs Assessment shall take approximately 4 months with the schedule largely
determined by the city's responsiveness to questionnaires and reviews of draft assessments.
b. Supplemental services will increase the project schedule based on the extent of services
requested.
B. BASIC SERVICES
1) Consultant Team.
a. DFDG will be the prime consultant, and provide architectural and planning services.
Subconsultants will include the following disciplines (see attached proposals for additional
information):
b. FM Solutions (FMS) will provide consulting services to DFDG including building and site analysis.
2) Programming and Conceptual Design (PD).
a. DFDG will review any preliminary information provided by the Client and will consult with the
Client, interview user groups (as applicable) to create a final space needs assessment document.
i. DFDG will prepare an analysis of workplace trends to include traditional office and open office
spaces, "hoteling" spaces for shared staff use, work from home (WFH) integration and a hybrid
of these spaces.
ii. Review existing space usage. This will establish existing space types and area per employee.
iii. City Space Needs. Prepare a space needs summary by department based on DFDG's
recommendations selected by City's key stakeholder team.
iv. Explore planning concepts. DFDG will incorporate the preferred space use concepts into
conceptual layouts of key spaces to test fit departments into key existing facilities. This will
not be a complete master plan of all facilities, but will provide an example for the city to
understand how the space concepts presented would be reflected in their existing spaces.
b. Site work during this phase includes analysis of the needs for police and public works departments
to have adequate exterior storage and yard space to satisfy their current and projected site needs.
c. DFDG will attend bi-weekly meetings during this phase. Based on the project schedule in section
A, 8 meetings are included in this phase.
d. Final deliverable for this phase includes a written space needs assessment. This document will be
used as the basis for a future Master Plan prepared by the City separate from this proposal.
3) Supplemental Services.
The following Supplemental Services are noted as separate line items in the fee proposal of Section D
below and will be included in the full scope of services provided by DFDG.
a. Staff Projection Analysis. FMS will provide questionnaires and conduct interviews with key
staff in order to calculate growth of staff for each department.
b. Facility Condition Assessment. FMS will provide a facility condition assessment of selected
buildings and site. Refer to attached consultant proposal for cost breakdown per building or
site amenity. This proposal indicates direct consultant costs which would be marked up 10%.
07.05.2022
C. EXCLUSIONS
The following services are not included under Basic Services, and would be provided as Additional
Services if requested by the Client.
a. A change or increase in the project scope, or making changes to the documents that are
inconsistent with previously furnished information or approvals.
b. Design for future building expansions, campus master planning, or engineering alaysis of any
facility.
C. Special studies or reports involving traffic studies, geotechnical analysis, archeological or
environmental studies or reports, or other special studies requiring special expertise.
d. Additional meetings or presentations beyond those indicated in Section B above.
D. FEE PROPOSAL
Table below indicates basic and supplemental services by DFDG and the consultant team. The
consultant fees are marked up 10%. The individual consultant fees can be seen on the attached
proposals.
Basic Services $126,200
Space Needs Assessment $126,200
Supplemental Services $45,100*
Staff Project Analysis $45,100
Facility Condition Assessment* Varies*
Reimbursable Expenses $5,000
Total Fee Proposal $176,300*
*See attached proposal from FMS for per facility breakdown cost for facility condition assessment.
Final total for this supplemental service will be based on the specific facilities included.
E. OTHER TERMS AND CONDITIONS
a. This proposal, if accepted, will become an exhibit to the formal contract between the Client
and DFDG.
b. We recommend using the standard AIA contract form unless the Client prefers to use a
different contract.
C. Payment for professional services, additional services, reimbursable expenses, and other
related fees will be invoiced on a monthly basis. Invoices that remain unpaid beyond 60 days
of the invoice date will accrue a service charge at the rate of 1.0% per month.
d. In addition to the Fee for Professional Services, we would be reimbursed for direct expenses
including the cost of printing, delivery service, CADD plotting, software beyond our standard
programs, online software application service (cloud computing) fees, pay for subscription
software, and similar direct expenses, multiplied by a factor of 1.10. Auto mileage will be billed
at our current cost per mile based on the GSA federal employee's reimbursement rate. This
allowance also includes hourly rates for administrative staff to scan any drawings not available
in PDF format. Reimbursable expenses line item indicated in section D above is an allowance.
Reimbursable expenses shall be invoiced on a monthly basis as accrued.
e Additional Services, if authorized by the Client, would be performed at our standard hourly
rates or for a mutually agreeable fee. Additional services of consultants will be billed at the
invoice cost multiplied by a factor of 1.10.
f. DFDG's attached Standard Hourly Rates are current as of the initiation of this agreement but
are subject to change. Where the fee arrangement is based upon an hourly rate, or extra work
is required, the hourly rates will be those that prevail at the time services are rendered.
07.05.2022
g. This fee proposal does not include sales taxes. In the event any governmental jurisdiction
levies a sales or other tax on professional services, such tax would be calculated and added to
the fee amount.
h. The architect will retain original drawings, calculations and reports provided under the
agreement for a period of 2 years following completion of work.
i. This Agreement may be terminated by either party at any time, in writing, with or without
cause. In the event of termination, the Client agrees to pay DFDG for all services performed up
through the date of termination, whether or not such services have been fully completed, on a
pro-rata or hourly basis, along with accrued reimbursable expenses. The Client shall be
provided with copies of any applicable work product for which DFDG has been paid.
j. In performing duties under this Agreement, DFDG shall exercise the generally accepted
standard of care determined for Arizona for projects of similar scope and complexity.
Sincerely,
Darrin Orndorff,AAA, LEED-AP
President
07.05.2022 4
Attachment A - Staff Projection Analysis
- SOLUTIONS
July 1,2022
tmsolutions.net
Chad Billings
Principal
DFDG Architecture
Subject:Apache Junction Space Needs Assessment-Phase 1
p 602.265.7900 Chad,
t 602.265.9477 This letter will acknowledge and confirm our recent discussions to provide space needs assessment
services for the above referenced project. We propose to furnish the following professional services as
set forth herein.
I. PROJECT ASSUMPTIONS
DFDG to provide:
1. A single point of contact as a representative that FMS can work with on an ongoing basis
2. Schedule all meetings and interviews
3. Provide access to all necessary facilities
4. Support FMS on Questionnaire by providing review and comments,providing email of
appropriate leaders to be sent to,and follow up with those leaders should it be required.
5. Provide FMS a list of all facilities,facility address,facility age,occupant of each facility along with
current number of people/offices in each facility.
6. Provide all information in a timely manner that is requested on FMS provided Checklist.
Electronic information is preferred to hard copy.
7. Provide a Conference Room space for FMS team to occupy and use during their investigative
work.
II. OBJECTIVES
The following objectives are outlined for the Space Needs Assessment:
a. Part I:The interviews and questionnaires will be used to collect information related to
services and resources that will allow a documented understanding of each leader and each
business.This understanding will be used and compared to industry trends.
b. Part II:To provide a growth matrix showing anticipated growth of each department over the
next 5, 10,and 20 years.
4001 North 3rd St.
Suite 250
Phoenix,AZ 85012
1/d SOLUTIONS
III. SCOPE OF SERVICES
fmsolutions.net PART I: ASSESSMENT OF SPACE NEEDS
The first part of the process will be a comprehensive assessment of the client's departments,their
associated services,available resources,and culture. Data will be gathered at following levels to
ensure a comprehensive understanding of the facility opportunities and challenges from key
stakeholders,employees,managers and elected.
• 30k ft view:visionary,policy,process and political aspects i.e.Department Directors and above
(approximately 20 people)
p 602,265.7900 An interview format will be developed in a collaborative fashion with the Client and used to interview
t 602.265.9477 Individuals at this level selected by the Client to collect data related to long-term planning and future
vision for the department.
• 10k ft view-spatial dynamics,spatial plans,business planners,long range planners,key budget
people i.e.Senior Managers(approximately 40 people)
A questionnaire will be developed in a collaborative fashion with the Client and issued for collection
of data related to their current and future staff projections,the needs for day-to-day function,level of
public interface,and ability to function in a hybrid workplace.
PART 11:DEVELOPMENT OF STRATEGIES
The second part of the process will use the data collected during Phase 1. FMS will use these
strategies to create tools that can be applied to the client's employee growth matrix.
FMS will use the results of the interviews and questionnaires to create an anticipated growth matrix
showing staff growth over the next 5, 10,and 20 years.
o The growth matrix will be a flexible document allowing the growth values to be adjusted
for each time-period and department.
Outcome: Documentation of the growth matrix showing anticipated growth of each department over
the next 5, 10,and 20 years.
DELIVERABLES
• Table of Contents
• Executive Summary
• Formal discussion of each Phase
• List of Working Tools/Discussion of research method
• Extended Appendices
IV. COMPENSATION
Professional fees for the scope of work outlined above for each project will be as detailed below plus
reimbursable expenses.
Fixed Fees: $41,000.00
4001 North 3rd St.
Suite 250
Phoenix,AZ 85012
SOLUTIONS
V. REIMBURSABLE EXPENSES
fmsolutions.net Reimbursable expenses are not anticipated but should they be incurred;they are considered an addition
to the fee indicated above;the following costs shall be reimbursable at actual cost+10%. FM Solutions will
receive prior written approval for any reimbursable expenses.Copies of actual receipts will be submitted
with payment requests.
Reimbursable expenses include expenditures made in the interest of the Project for:
Plotting
p 602,265.7900 Reproductions
t 602.26.5.9477 Postage
Deliveries
Photos
Transportation and other travel expenses related to travel outside the metro area.
Mileage related to travel within the metro area. Mileage shall be charged per the current IRS
rate.
Regulatory Agency review fees.
Employment of,with client's prior approval,special consultants other than those listed in
this proposal.
VI. TERMS&CONDMONS
Invoicing shall be monthly based on the percentage of the project completed,up to the proposed Fixed
Fee and payment shall made on a pay when paid basis.Once DFDG is paid,FMS will be paid within a week
or as noted on an agreed upon AIA contract.
Services other than those mentioned and described herein will be performed only with your
authorization and as an additional service.We look forward to proceeding with your project upon receipt
of your approval.We are excited to assist you with your project,should you have any questions please
contact me to discuss.
�i/.�/""' y�
Heather Unger,CSI Chad Billings
FM Solutions Management LLC DFDG Architecture
cc:
Curtis L.Slife AIA, NCARB,CFM, FMP,FCI, IFMA FELLOW
FM Solutions Management LLC
4001 North 3rd St.
Suite 250
Phoenix,AZ 85012
Attachment B - Facility Condition Assessment
SOLUTIONS
June 30,2022
fmsolutions.net
Chad Billings
Principal
DFDG Architecture
Subject:Apache Junction Facility Condition Assessments
p 602.265.7900 Chad,
t 602.265.9477 This letter will acknowledge and confirm our recent discussions to provide facility assessment services for
the above referenced project. We propose to furnish the following professional services as set forth
herein. The facility assessments will be performed utilizing the ASTM E2018-15 Standard Guide for
Property Condition Assessments.
I. PROJECT ASSUMPTIONS
1. DFDG will provide one (1)Facility escort at each site with pre-coordinated access to all
rooms/areas within the building(mechanical rooms,electrical rooms,roof,etc...).The escorts
will walk with the assessment team(s)throughout the on-site survey.
2. FMS Assessment Team will coordinate with DFDG staff to schedule any meetings and/or phone
calls required.FM Solutions will notify the DFDG contact no less than two weeks in advance to
schedule meetings or facility access.
3. FMS for each subject building will provide a ladder to access ceiling areas above the grid and the
roof if no direct access is provided.
4. FMS may use a Civil Subconsultant for evaluation of the pavement.
II. OBJECTIVES
The following objectives are outlined for the Facility Condition Assessment:
1. To provide an objective and technical analysis of the physical condition of each facility within the
project scope.
2. To identify the cost required to bring the buildings to a standard condition,addressing both the
building deficiencies and necessary improvements.
3. To develop an implementation strategy,based upon a predeveloped priority system for
improving,repairing,and upgrading the buildings based on a prioritization of equipment and
system-wide needs.
4001 North 3rd St.
Suite 250
Phoenix,AL 85012
f I ISOLUTIONS
III. SCOPE OF SERVICES
fmsolutions.net 1. Task 1:
a. Inout of asset data/inventory to create a math based estimated Facility Condition Index(FCI)
for the Facilities listed below to include
i. Facility Replacement Models
ii. Statistical Life Analysis of Building Systems
iii. Calculate Estimated FCI for Each Facility
p 602.265.7900 2. Ta s k 2:
1 602.265.9477
a. Gather and review existing information& data to include:
i. FM Solutions will request building floor plans and drawings. If FM Solutions is
required to scan these documents an additional fee will apply.
ii. FM Solutions will request any existing reports/studies associated with subject
buildings.
b. Kick-Off Meeting:
i. A kick-off meeting for each facility shall be held to gather historical information in
groups of likeness,so that no more than 3 meetings are needed for all buildings.
The intent of this meeting is to capture previous work completed,identify
problem areas within the building,and receive input from staff that are most
knowledgeable of the facility. Recommended to attend this meeting at a
minimum are:
1. Facility Consultant
2. DFDG Facility Supervisors
3. O&M staff responsible for maintaining each building
4. IT Representative
C. Perform physical survey of each building
i. The assessment team will conduct visual assessments of system conditions and
gather life-cycle data on each of the following systems:
1. Building Shell(Roofs,Walls,Window Systems,Exterior Doors and
Structural Components)
2. Building Interior (Walls,Doors,Floors & Ceilings)
3. HVAC Systems
4. Electrical& Electrical Distribution Systems (Primary and Backup)
S. Lighting& Lighting Control Systems
6. Plumbing Systems & Fixtures
7. Fire Protection Sprinkler Systems
8. Fire Alarm Systems and Security Systems
4001 North 3rd St.
Suite 250
Phoenix,AZ 85012
I i it l SOLUTIONS
9. Vertical Transportation
fmsolutions.net 10. Paving,Curbing,and Parking
11. Storm Water Drainage and Landscaping
12. Flatwork and Topography
ii. The following will also be identified:
1. Code compliance issues
2. Fire/life-safety issues
3. Risk Issues
iii. Pictures will be taken to document any deficiencies identified throughout survey
d. Data entry/uoload
i. Upload information gathered into database
1. Facilitize is an online asset management application.This tool provides
detailed reports for each building assessed which can be provided to the
customer for an additional fee,outlining building systems'inventory,
recommended capital improvements,existing deficiencies,associated
costs,condition indices,and future funding projections.
ii. Develop comprehensive cost estimates for recommended
improvements/projects
iii. Calculate the FCI for each facility
iv. Establish current and project 10-year funding requirements.
v. Access to Facilitize with capital renewal and CMMS will be available at no charge
for a 90-day trial period upon completion of final report. It would then be
available for $10,000 annually for the foreseeable future.
3- Deliverables
a. FMS will issue a PDF digital report for the building titled by the project name for your review
when the assessments are completed.Typical reports include:
i. Summary Report-is a description of each facility and a summary of condition
and deficiencies including FCI and projected repair costs.
ii. Survey Detail Report is a detail description of deficiencies and repair costs.
iii. Life Cycle Costing-for facility in terms of its building systems,including site
systems,and age of each system so that an understanding of the facility's true
condition and remaining life can be determined at,and strategic decisions can
be made.
iv. FCI Report-essentially the"report card"for the facility.The facility is ranked on a
scale from 0%to 100%for strategic planning purposes.
v. Survey Summary-will prioritize each of the expired building systems so that
dollars may be budgeted in a logical manner—on a scale from one to six.
4001 North 3rd St.
Suite 250
Phoenix,AZ 85012
fm I SOLUTIONS
vi. Future Funding Projections -that model future capital budget costs for each of
the facilities ten years into the future,as well as noted above.an immediate,5-
fmsolutions.net years,and 20-years requirements.
vii. Renewal Schedule-charts and graphs which show,on an annual basis,how
much money needs to be spent at each facility,and for which building systems.
IV. COMPENSATION& SCHEDULE
Professional fees for the scope of work outlined above for each project will be as detailed below plus
reimbursable expenses.
p 60
f A0 Fixed Fees:
FMS Assessment performed by Architect,CFM,and Certified FCI Assessor
Base Gross
Assessment Square Basic SF Basic
Facility Name or Address Address Fee Footage Rate Total Cost
City Hall 300 E Superstition Boulevard $ 1,600.00 48700 0.426 $ 22,331
Police Station 1001 N Idaho Road $ 1,600.00 15800 0.997 $ 17,355
Multi Generational Recreation Center 1035 N Idaho Rd $ 1,600.00 37252 0.463 $ 18,857
Library 1177 N Idaho Rd $ 1,600.00 31545 0.473 $ 16,508
Public Works with Fleet 575 E.Baseline Ave $ 1,600.00 4763 1.145 $ 7,052
Animal Control with Kennel 725 E Baseline Ave $ 1,600.00 4350 1.145 $ 6,579
'Offsite Evidence Storage(Al School-Need Address) 0 $ 1,600.00 2000 1.190 $ 3,980
PR Admin Addition(current project) 1035 N Idaho Rd $ 1,600.00 3500 1.047 $ 5,264
Prospector Park(shop/yard/storage/break room-
north team) 3015 N Idaho Rd $ 1,600600 1200 1.1901$ 3,028
Superstition Shadows Park(Temp Office/Storage
South team 3 Conex spaces) 1091 W Southern Ave $ 1,600.00 1800 2.040 $ 5,272
IT(Stand alone building) 1035 N Idaho Rd $ 1,600.00 2500 3.927 $ 11,418
Park Ranger/Conference Center 1035 N Idaho Rd $ 1,600.00 3000 1.145 $ 5,034
*Storage Need Address 0 $ 1,600.00 300 1.700 $ 2,110
Pubilc Works Storage 1 575 E.Baseline Ave $ 1,600600 1700 1.190 $ 3,623
Public Works Storage 2 575 E.Baseline Ave $ 1,600.00 1600 1.190 $ 3,504
Public Works Storage 3 575 E.Baseline Ave $ 1,600.00 1400 1.190 $ 3,266
"Warehouse Public Works(site is 14.5 Acres)Water
District(Need Sq.Ft..and Facility Type) 575 E.Baseline Ave $ 1,600.00 8000 0.431 $ 5,045
Office Public Works(site is 14.5 Acres)Office is 400SF 575 E.Baseline Ave $ 1,600.00 4001 2.856 $ 2,742
Public Works Fenced 1.1 acre around Storage Building 575 E.Baseline Ave $ 1,600.00 2900 1.190 $ 5,051
Secure vehicle parking/fleet,bike storage,etc 1001 N Idaho Road $ 1,600.00 2025 1.190 $ 4,010
Animal Shelter Yard 725 E Baseline Ave $ 1,600.00 9000 0.431 $ 5,476
'Police 2.7 Acres(Need Sq.Ft.and Address)-not
included in proposal 0 $ 0 0.000 $ -
=Facilities Need clarification on Sq.Ft.,Need
Address or Facility Type $ 157,505
V. REIMBURSABLE EXPENSES
Reimbursable expenses are not anticipated but should they be incurred;they are considered an addition
to the fee indicated above;the following costs shall be reimbursable at actual cost+10%.FM Solutions will
4001 North 3rd St
Swte 250
Phoenix,AZ 85012
SOLUTIONS
receive prior written approval for any reimbursable expenses.Copies of actual receipts will be submitted
with payment requests.
fmsolutions.net
Long distance telephone and facsimile charges,postage,deliveries,printing,express
charges,and other related items.
VI. TERMS&CONDITIONS
Invoicing shall be monthly based on the percentage of the project completed,up to the proposed Fixed
Fee and payment shall made on a pay when paid basis.Once DFDG is paid,FMS will be paid within a week
p 602.265.7900 or as noted on an agreed upon AIA contract.
1 602.265.9477 Services other than those mentioned and described herein will be performed only with your
authorization and as an additional service.Please refer to Attachment 1 for details of what is included and
excluded within assessment scope.We look forward to proceeding with your project upon receipt of your
approval.We are excited to assist you with your project,should you have any questions please contact
me to discuss.
,t7 v
Heather Unger,CSI Chad Billings
FM Solutions Management LLC DFDG Architecture
cc:
Curtis L.Slife AIA,NCARB,CFM,FMP, FCI,IFMA FELLOW
FM Solutions Management LLC
f Ij! SOLUTIONS
Attachment 1 —Notes
fmsolutions.net
1. 'Per Site Fee'Charged Once for Each Site Included in a Project
2. For buildings comprised of multiple building types (as defined above),split fee into separate spaces by
building type for pricing
3.Project Team Includes:
Architectural:FM Solutions
Roofing: FM Solutions
HVAC:FM Solutions
Electrical: FM Solutions
p 602.265.79C Additional consultants required by owner shall be considered additional costs
t 6()?,?65 9477
4.Assessment"Includes:
Assessment Team Site Visit
Equipment List Verification/Update
Deficiency List Verification/Update
Report Update
5.Excludes Structural and Civil scope,Stairwell pressurization,Smoke evacuation,Type of wiring,
Any apparent issues identified during site visits will still be captured and brought to Owner's attention.
6.Each building shall be priced independently within the scope of work(aggregated SF is not used to
determine assessment rate(s))
4001 North 3rd St.
Suite 250
Phoenix,AZ 85012
Attachment C - Scoping Document
AJ Space Needs Assessment
Scoping Document
Apache Junction is planning for the future and the future is now. It is an exciting time for the
City of Apache Junction, in part because of the growth opportunity due to the approved
annexation of 6600 acres of formerly state-owned land. In 2021, the city annexed 10 square
miles, the first section out of a 275-square-mile swath of master-planned land known as
'Superstition Vistas'. This is the city's biggest project in its history, and it will change the face of
Apache Junction.
It has been over 20 years since the last campus master plan effort and 20 years since the last
significant capital projects (AJ Multigenerational Recreation Center and City Hall). The city has
facilities that are past their useful life, as well as current additional space needs. The
population boom that is anticipated over the next 10 years from the addition of 10,500
households will have an impact on city services, facilities and staffing. The City of Apache
Junction is seeking a professional services firm to perform a space needs assessment that will
serve as the business case and guiding document for a subsequent Master Plan effort. This
space needs assessment shall consider not only the organizational growth that has occurred
over the past 20 years, but the anticipated growth in the next 5, 10, 20+ years.
Below is the current asset list. It is important to note that in addition to interior conditioned
building space for staff, the City also has space needs that involve secure storage for fleet
(public works and police), yard space for Public Works. These types of spaces should also be
assessed, as the fleet will grow, and therefore outdoor space needs for these types of items
will grow.
June 20, 2022
Needs Assessment
l l
Scoping Document
Current Building Assets
• See Exhibit A for aerial photos of these facilities.
1st Floor 2nd Floor Total Remarks
City Mall
ICou,ts.MR.Fioau—Devel,S—ft,Orr Manager,Tar,IT.Water Oist-1 38.900 9,11M 48,MO
Poke Station
Mam campus 8.390 7.410 15.1100
Secwe+enlck!parbng/Reet.We storage,etc..lmportam too need to corroder secure spare needs for whKlevilleet
DINge Eendeme storage If a schooll 2,000 2.000 PD to confirm SF of ofhite swage
Police 2.7 acres PD to confirm what this outdoor space Is used for
Mratrgenerarrdnal Recreation Cemw 29.6e8 7.60e 37,252
PR Ad—Adddron(Current project) 3.SW 3.500
Prospector Park 1.200(Shoo/yard/stwage/bn m alr room,for north team)
Stperslllpn Shadows Park 1.WO Temporary oflite/storage for with team 3 modular cone.spaces
Ubraly 31.545 31,545
IT Istand It-Wildmtl 2.500 2.500 Ua conhrmmg SF
Park ganger/Conference Center 3.000 3,000 la cornfirmny SF
Storage 300 300 la contimung SF
Public Works 1.987 1,250 3.237
With Ff." 4,763
Fenced I acre around Storage Building Be aware of secure parkW4 need
Storage 1.700 1.200
Storage 1,6W t 600
Storage 1.400 1.400
Fuel island An amenity
OfFRe and Shoo 2,000 8.000 Is this Water Orstrrct Warehouse 3 OMke(400SF)
Public Works Stem 14.5 acres DFDG to ask about furrttnons/components of this site
MrmW Control With Kenn a,350 4,350
aalimal Usertp yard lag exterior emfl made structuresl 3.000 Outdoor Iwnctumal space need
Total Bldg SF 169,410
Procurement anu �c� ►ti iiU3�
The city will direct select a qualified local professional services firm with municipal architecture,
programming, space needs, facility assessment and master planning experience. Interested
firms shall provide a list of projects highlighting their applicable experience for our
consideration.
Please provide information on available state contracts or cooperative agreements that can be
used to procure your services. Lastly, please indicate your availability to take on this project
and complete it within approximately 6 months from NTP.
Revised 6/27/22 2
Scoping Document
Schedule
Anticipated schedule.-
Firm Selected: June 23, 2022
Contract and Fee Negotiation: June/July 2022
Contract to PMCM & City Attorney for review: On or before July 11, 2022
Packet to Council: on or before July 18, 2022
Council Work Session: Monday, August 1, 2022 (PMCM and Arch to attend)
Council Approval: Tuesday, August 16, 2022 (PMCM and Arch to attend)
NTP: August 18, 2022
Complete Space Needs Assessment: Early 2023
Contact
Susan Billings
Director PMCM I Principal Architect
Elevated Design Studio, LLC
SBillings(cDeds-az.com
Revised 6/27/22 3
Scoping Document
Exhibit A
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ADOA
COOPERATIVE AGREEMENT
SUPPORTING DOCUMENTS
Submission Package:
Attachment 1
Attachment 2
Attachment 3
Attachment 4
Annual Design Professional Services Packet- DFDG
Attachment 1
SUBMISSION OF OFFER: Undersigned hereby offers and agrees to provide qualifications for Annual Professional
Services List Dated December 1, 2020, in compliance with the Request for Statements of Qualifications indicated
above and our Offer indicated by the latest dated version below:
Initial
1. 11/19/2020
Offer:
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DFDG Architecture
Offeror company name Signature of person authorized to sign Offer Initials
4545 E. McKinley Street Chad Billings, AIA, LEED AP, WELL AP/Principal
Address Printed name and title
Phoenix, AZ 85008 Chad Billings, AIA, LEED AP, WELL AP/Principal
City I State I ZIP Contact name and title
86-0324041 cbillingsCcDdfde.com 602.761.5123
Federal tax identifier (EIN or SSN) Contact Email Address Contact phone number
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Administration
St General Services Division
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Phoenix,AZ 85007
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ATTACHMENT 1 — OFFER FORM
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;
Attachment 1
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 be 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.
Attachment 2
Prgecl Eapenmce-Number of PrgMz rtl 0.evmue
2020 A....I PrdessionN Services Lisl s ve tloc 1»d submit as an anachment.
FIRM NAME;DFOG An,hitecture
TY.f Of PROJECT TOTAL srnp the nd the TYPE OF PROJECT TOTAL Us.q[h< Uarnp the Professional Services Revenue
NUMBER OF Revenu.Inds. Revenue Index NUMBER Rewnve Ind.. i Wvmn.Ind-
FIRM I(E—1 Index Number
.101 IEmar 1-l01 OF FIRM IEm.1 101 IEnur 1.101
PROJECTS Indkm PROJECT indkar the Iindii.t.the 1.Less than$100,000
COMPLETED .m e S q �wpro..m 2.$100,00()to less than$250,000
IN LAST a th< n e he COMPLET a n.he a th.
THREE rymrIi earned Fhaa earned EDIN A—has<,rr.w A—hr ;$250,000 to lessthan$500,00
STATE YEAR-ANY el tit• «tit' THREE r•`„F" •arrr.d nw, 4.$500,000 to less than 1 Million
YEARS- ar• ""°" 5.$1 Million to less than$2 Million
nom ANY hom ro 6.$2 Milhon to less than$5 Million
` STATE 7.55 Million to less than$10 Million
of nil'ral a.$10 Million to less than$25 Million
fNmal• i,cs^�,,. F•d• •9e. dour
woi•mm..N 9.$25 Million to less than$50 Million
m^^Ir 10.550 Million or greater
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Attachment 4
Participation in Boycott of Israel State of Arizona
d
Arizona Department of
� Administration
Request for Statements of Qualifications for the Annual
Professional Services List Dated December 1, 2020 1 General Services Division
100 N 15"'Avenue, Suite 103
OF Phoenix,AZ 85007
Boycott of Israel Disclosure
Please note that if any of the following apply to this Solicitation, Contract, or Contractor, then the
Offeror shall select the "Exempt Solicitation, Contract, or Contractor" option below:
• The Solicitation or Contract has an estimated value of less than $100,000,
• Contractor is a sole proprietorship,
• Contractor has fewer than ten (10) employees: OR
• Contractor is a non-profit organization.
Pursuant to A.R.S. §35-393.01, public entities are prohibited from entering into contracts "unless
the contract includes a written certification that the company is not currently engaged in, and
agrees for the duration of the contract to not engage in, a boycott of goods or services from
Israel."
Under A.R.S. §35-393:
1. "Boycott" means engaging in a refusal to deal, terminating business activities or performing other
actions that are intended to limit commercial relations with entities doing business in Israel or in
territories controlled by Israel, if those actions are taken either,
(a) Based in part on the fact that the entity does business in Israel or in territories controlled by
Israel.
(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 an organization, association, corporation, partnership, joint venture,
limited partnership, limited liability partnership, limited liability company or other entity
or business association, including a wholly owned subsidiary, majority-owned subsidiary,
parent company or affiliate, that engages in for-profit activity and that has ten or more
full-time employees.
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.
The certification below does not include boycotts prohibited by 50 United States Code Section 4842 or a
regulation issued pursuant to that section. See A.R.S. §35-393.03.
In compliance with A.R.S. §§35-393 et seq., all offerors must select one of the following:
The Company submitting this Offer 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 et seq. I understand that
my entire response will become public record in accordance with A.A.C. R2-7-C317.
SPO Fom 205—Participation in Boycott of Israel(rev 10-20191
Participation in Boycott of Israel State of Arizona
Arizona Department of
Request for Statements of Qualifications for the Annual 11 Administration
Professional Services List Dated December 1, 2020 - General Services Division
100 N 15"Avenue, Suite 103
OF Phoenix,AZ 85007
The Company submitting this Offer does participate in a boycott of Israel as described in A.R.S.
§§35-393 et seq.
Exempt Solicitation, Contract, or Contractor.
Indicate which of the following statements applies to this Contract.
❑ Solicitation or Contract has an estimated value of less than $100,000,
❑ Contractor is a sole proprietorship;
❑ Contractor has fewer than ten (10) employees, and/or
❑ Contractor is a non-profit organization.
DFDG Architecture 1
Company Name Signature of Perscn Authcrized to Sign
4545 E. McKinley Street Chad Billings,AIA, LEED AP, WELL AP
Address Printed Name
Phoenix AZ 85008 Principal
City State Zip Title
SPO Form 205—Participation in Boycott of Israel irev 10-2019)
M- M
ARIZONA DEPARTMENT OF ADMINISTRATION
ANNUAL DESIGN
PROFESSIONAL SERVICES
Statement of Qualifications / December 1, 2020
0.1
•
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Architecture
1. ORGANIZATION PROFILE
a. Firm Name d. Entity Type
DFDG Architecture Corporation
b. Year Established e. Parent Company
1970 Not applicable
c. Address f. Main Contact
4545 E. McKinley Street Chad Billings,AIA, LEED AP, WELL AP
Phoenix,AZ 85008
cbillings@dfdg.com
602.761.5123
g. Copy of all Arizona Board of Technical Registration Licensing
Arizona : •. • of
Registration I
:•
G.
Dick& Fritsche Design Group,AKA DFDG
Registr tionNamn'oer.z49y.:
Branch H>:a
lattia)Ressuadoe:.Iuly 2r zoo"
Expiration Date:A4 30;zozs
Contact Information
4545 E McKinlev St ret
Phoenr,
-Arizona
8io08
(6o2)954-go6o
Firm States:-Active
F4a Services:
aRCHITECI
ADOA/Annual Design Professional Services List /2
h. Copy of Arizona Corporate Commission Certificate of Good Standing
STATE OF AMZONA
U1- P
Office of the
CORPOR.XTION COMMISSION
C'E:RTIFIC 1TE OF GOOD ST%LADING
To all to whom these presents shah come,greeting:
1,Jodi A.Jerich Executive Director of the Arizona Corporation Commission,do hereby
certify that
'DICK A FRI TSCHE DE UGV GROI P.I N C."
a domestic corporation organized under the laws of the State of Arizona,did incorporate on
January 13, 1977.
1 further certify that according to the records of the Arizona Corporation Commission.as
of the date set forth hereunder. the said corporation is not administratively dissolved for
failure to comply with the provisions of the Arizona Business Corporation Act,and that its
most recent Annual Report,subject to the provisions of A.R.S.sections 10-122, 10-123,
10-125& 10-1622,has been delivered to the Arizona Corporation Commission for filing,and
that the said corporation has not filed Articles of Dissolution as of the date of this certificate.
This certificate relates only to the legal existence of the above named entity as of the date
issued. This certificate is not to be construed as an endorsement,recommendation,or
notice of approval of the entity's condition or business activities and practices.
IN WITNESS WHEREOF,I have hereunto satiny hand and affixed
the official seal of the Arizona Corporation Commission. Done at
Phoenix, the Capital,this 29th Day of May. 2014,A.D.
CORPp
Q °Z
W
rJ A. Jerxch, ecutive Darectoz
WO �� BY• 1071 173
D ITtAT VI
ADOA/Annual Design Professional Services List /3
i. DUNS Number and proof of no exclusions or debarments (SAM)
.�SAM*G O �I Jana Brickey Log Out
m ALERT:SAM.gov will be down for scheduled maintenance Saturday,u/14/2020 from 8:oo AM to Sunday.11/15/2020 12:00 AM.
Dick&Fritsche Design Group,Inc. 4545 E McKinley St
Entity Dashboard DUNS: o81686412 CAGE Code: oHNX8 Phoenix,AZ,85o08-6529,
Status: Active UNITED STATES
Expiration Date: o6/05/2021
Enti Overview Purpose of Registration: All Awards
En i R_ggistration Active Exclusions
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• Assertions Page Description
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ADOA/Annual Design Professional Services List /4
2. FIVE (5) EXAMPLE PROJECTS
• . . • . • . •
- l -
i
b.Professional Services Completed:2017 We identified zones for new functions,maximizing the layout,
Construction Completed:2018 keeping circulation to a minimum and allowing for openness across
c.Project Owner:Arizona Department of Administration each floor-plate.Each department is placed directly adjacent to
one another in an open office environment.Consolidation allows
d.Original Budget:$6.2M the boards to share resources,including a single public access
e.Total Project Cost:$6.4M counter,security staff,and large boardrooms.Long-term file
f.Description:DFDG completed the re-stack and renovation of storage was also relocated out of their suites into the basement to
maximize viable office locations.
the six-story ADOA Building.The project consolidated 28 State
boards allowing the State to exit out of multiple leases in various
private buildings. DFDG's main strategy was to design a functional
facility without adjusting the building's core structural elements
such as walls,columns and key rooms.
a. GLENDALE HEROES PARK LIBRARYa
aw
• £ Tiu
I it
g -
b.Professional Services Completed:2018 The DFDG team eagerly took up the creative opportunity
Construction Completed:2019 to provide as much of the client's original vision as possible,
c.Project Owner:City of Glendale succeeding in planting the seeds for the future of the site.
d.Original Budget:$2.51M The design of Heroes Park Regional Library promotes several of
the most important trends in library spaces:culture,creativity,
e.Total Project Cost:$3.6M community engagement,arts,and equity.The library provides
f. Description:The City of Glendale's vision for the library was engagement for adults,teens,and children to interact with each
born more than 20 years ago,with the intent of providing city other or independently as they use the library's resources.It also
residents with a state-of-the-art library serving inter-generational boasts programs and materials for all ages.
visitors.At the time,the library was planned and designed at
35,000-sf.Due to budget cuts and a recession,the project was
placed on hold and then re-emerged with the same vision and
goals,but with a significantly less budget and size variation.
ADOA/Annual Design Professional Services List /5
EXAMPLEPROJECTS
a. • O• PEORIA, AZ
b.Professional Services Completed:2018 The fourth apparatus bay was the primary scope for this project.
Construction Completed:2018 The addition also includes a new turn out gear locker room
c.Project Owner:City of Peoria allowing clean gear to be stored in the bays away from running
diesel engines.Initially,the project included general building
d.Original Budget:$1.OM storage,but during design,it was determined that existing spaces
e.Total Project Cost:$985,000 in the building could be better configured to provide for all the
storage needs.This allowed the budget to include a new fitness
f.Description:Renovations(8,214-sf)and addition(2,012-sf) room to replace an undersized interior space.
performed under a Job Order Contract for the City of Peoria.This
three-bay station responds to standard calls,and is also the city's
hazardous materials response unit.
a. PARADISE VALLEY MUNICIPAL COURT PARADISE VALLEY, AZ
. / 1
r
b.Professional Services Completed:2012 The small but impressive 6,000-sf facility blends seamlessly into
Construction Completed:2013 the Town campus'architectural vernacular by bringing in elements
c.Project Owner:Town of Paradise alley from the nearby police and fire stations. The exterior architecture
is a rhythm of stone,glass,and steel that extends inward to create
d.Original Budget:$2.OM harmony both inside and out.The sloped ceiling and striking
e.Total Project Cost:$2.OM angles in the courtroom reinterpret the traditional judicial design
f.Description:The project was originally a courtroom remodel at giving it a modern sensibility.
Paradise Valley's Town Hall.During design,Town representatives
determined a new court building was preferred.DFDG's creative
design for the facility incorporated similar materials,forms,and
colors to create a cohesive environment,and the functional layout
provided for enhanced security for visitors,judges,and staff,while
maintaining an open and inviting layout.
ADOA/Annual Design Professional Services List /6
2. FIVE (5) EXAMPLE PROJECTS
a. FREESTONE RECREATION CENTER ROOF REPAIR GILBERT, AZ
v.
b. Professional Services Completed:2016 DFDG Architecture was selected along with Core Construction
Construction Completed:2020 to remediate the damage.The first step in our process was
c. Project Owner:Town of Gilbert completing a thorough analysis of the roofing and structural
systems. During the analysis several areas were identified for
d.Original Budget:$1.1M either remediation or replacement. A complete reroofing system
e.Total Project Cost:$1.1M was applied to the structure creating a watertight seal. In addition,
all coping and flashing was removed and reinstalled. The masonry
f. Description:Gilbert Freestone Recreation Center was originally block was also resealed to prevent water penetration.
constructed in 2002.Since its opening it has suffered extensive
water intrusion problems.These issues created with the clerestory As part of an addition to our scope of services, DFDG was
windows,parapet caps,and CMU walls. In addition,there was contracted to select new floor and wall finishes and paint colors
damage to the structural security of the suspended running track. for the facility. DFDG also created strategies to repair floor cracks
created from water damage.
3. DISCIPLINES OFFERED
DFDG Architecture offers the following disciplines:
Programming Master Planning
Architectural Design Building Information Modeling
Furniture, Fixtures& Equipment Construction Administration
Interior Design Historic Preservation
Site Analysis Permitting
Construction Documents LEED Review
ADOA/Annual Design Professional Services List /7
4. REFERENCES
Reference No. 1 /ADOA
a. Client Name:Arizona Department of Administration
Client Address:100 North 15th Avenue,Suite 202, Phoenix,AZ 85007 \�
b. Client Contact Information: Ruben Duran, Building&Planning L
Manager/602.364.4851 /ruben.duran.azdoa.gov C�c. Project Name and Location:1740 W.Adams Building Re-stack and
Renovation/Phoenix,AZ I I ;F,101rF9
.—
d. Project Description: Re-stack and renovation of the six-story ADOA (
Building.The project consolidated 28 State boards allowing the State to I�
exit out of multiple leases in various private buildings. DFDG's main strategy
was to design a functional facility without adjusting the building's core (!
structural elements such as walls,columns and key rooms.
e.Total Construction Cost:$6.4M
Reference No. 2 / City of Peoria
a. Client Name:City of Peoria
Client Address:8401 W. Monroe Street, Peoria,AZ 85345
b. Client Contact Information: Ed Striffler,Design&Construction
Manager/623.773.7721/ed.striffler@peoriaaz.gov
c. Project Name and Location:Fire Station 174/Peoria,AZ - —
d. Description:Renovations(8,214-sf)and addition(2,012-sf) performed
under a Job Order Contract for the City of Peoria.This three-bay station
responds to standard calls,and is also the city's hazardous materials -
response unit.
e. Total Construction Cost: $985,000
Reference No. 3 / Maricopa Community College District
a.Client Name:Maricopa Community College District
Client Address: 2411 W. 14th Street,Tempe,AZ 85284 ' +'
b. Client Contact Information: Ross Bern,Architectural Project Manager
/480.731.8077/ross.bern@domail.maricopa.edu
c.Project Name and Location: Paradise Valley CC Health Sciences
Building
d. Project Description:Design of a 4,446-sf building housing PVCC's
EMT and Nursing programs. DFDG developed several strategies to
accommodate all the required spaces.The project features classrooms1.'f7-•- ..
and training spaces;administrative offices;and nursing simulations labs.
The new spaces help students thoroughly prepare students for their
future career in nursing,simulation labs were created to emulate real world
settings for learning.
e. Total Construction Cost:$1,021,937
ADOA/Annual Design Professional Services List /8
0
Resumes are provided on the following pages.
•
. EXCEPTIONS TO THE UNIFORM TERMS AND CONDITIONS
DFDG Architecture has no exceptions to the State of Arizona Uniform Terms and Conditions
for Design Professional Services.
ADOA/Annual Design Professional Services List /9
CHAD BILLINGS AIA, LEED AP BD+C, WELL AP
Principal / Project Director
-�.. Chad Billings is a partner in the firm and our Director of Sustainability.He combines his
architectural skill set and knowledge of architectural design with the use of sustainable
building methods and materials to design buildings and facilities that minimize negative
impacts on the environment.As a principal and project director,Chad balances the team's
technical skills and creative aptitude in a fast-paced environment to deliver a building that
meets the client's timetable and financial plan.Chad's ability to coordinate diverse project
teams to establish and guide goals and expectations has made him a valuable asset to the
firm.
Years with the Firm:
His community leadership role in the US Green Building Council,Arizona for nine years,
18 years(24 years total experience) including as the 2014 Chairperson prove he has dedicated himself to sustainability,both
Length of time in current position as within the firm and in the greater Phoenix area.He has played a role in all of the firm's
Principal:7 years Leadership in Energy and Environmental Design(LEED)related projects.
Education: Relevant Project Experience:
Master of Architecture, Mesa Center Street Master Plan*
Arizona State University Mesa Public Safety Training Facility Master Plan*
BA,Architecture,Washington University, ADOA 1740 W.Adams Building Remodel
St.Louis ADOA Office Building Modifications
Registration/Certifications: ADOA De-Icing Building*
• ADOA Kearns Canyon Truck Barn*
Architect,Arizona 47384 ADOA Kingman District Lab,Site Plan*
LEED AP BD+C Apache Junction City Hall&Court
NCARB Certification ASU B&F Wing Renovation*
WELL Accredited Professional(01 in AZ) ASU Fitness&Wellness Center*
ASU Physical Science D-Wing Lab Remodel*
Professional Organizations: Avondale Fire Station No 172 Renovation*
American Institute of Architects Chandler Courts Security Upgrades*
United States Green Building Council, Estrella Mountain Community College Lab Remodel*
Arizona Chapter Glendale City Courthouse(Target LEED Silver)
Phoenix Community Alliance Haydon Corporate Headquarters(LEED Silver)
• Maricopa County-Gila Bend Court Remodel*
• Maricopa County Downtown Justice Courts(LEED Certified)
• Maricopa County E.Court Building Renovations*
• Maricopa County Northeast Courts Complex
• Maricopa County Security Building Remodel
• Paradise Valley Community College Black Mountain Campus Aquila Hall
• Paradise Valley Municipal Court Renovation
• Peoria Central Plant Upgrades
• Peoria Community&Development Services Building
• Peoria Community Center-LEED Certification Services*
• Peoria Fires Station#193 Renovation*
• Peoria Patrol Center LEED Peer Review*
• PVCC Health Sciences Building*
*Continuing Service Contract
ADOA/Annual Design Professional Services List /10
MICHAEL SCHMITT AIA, LEED AP
President/ Project Director
Mike is a Principal and Project Director with DFDG and has designed commercial,industrial,
and public sector projects involving both new design and renovation.The majority of Mike's
work with DFDG has been with design-build and CMAR project delivery,and he is well
respected for his ability to work in the collaborative project delivery environment.
t
His passion is for the planning and design of highly sustainable projects.Mike is skilled in the
art of leading the integrated design process for large,complex projects,and in building team
consensus around the ideas and concepts that are generated by the group.He is a hands-
YEARS WITH THE FIRM: on leader,fully committed to the Owner's interests from the beginning to the end of each
37 years(42 years total experience) commission.
Length of time in current position as Relevant Project Experience:
President:12 years Aviation Office&Facilities Multi Site
EDUCATION: Avondale Community Center Study*
• Billings Empire Mixed-Use Parking Garage
BS,Architecture,Kansas State University City of Glendale-TOD Study*
REGISTRATION/CERTIFICATIONS: City of Phoenix Mixed-Use Parking Structure
Architect,Arizona 29913 Climatec/Concert Headquarters Renovation
Architect,Nevada Climatec San Diego TI
NCARB Certification Copper Point Business Park
LEED AP
ParkSmart Advisor Glendale Courthouse
• Glendale Heroes Regional Park Library
PROFESSIONAL ORGANIZATIONS: Glendale Parking Garage
American Institute of Architects Glendale Parking Garage Study*
East Valley Partnership Glendale WAB Library Study*
Scottsdale Planning Commission Hayden Corporate Center
Scottsdale Leadership North Glendale Transit Center
Central Arizona Society for Healthcare Peoria Sports Complex Clubhouse Renovations
Engineering PetSmart Store Support Group Headquarters
Phoenix Community Alliance Phoenix Suns 5G Performance Center,Phoenix,AZ
• Phoenix Sky Harbor Airport Terminal 4 Restroom Renovations*
• Scottsdale Mustang Transit Center
• Sky Harbor Rental Car Center,Sky Harbor International Airport
• Southwest Ambulance*
• Tempe Main Police Building Renovation
• Town of Gilbert-MOB II-Phase II
• Town of Paradise Valley-Court Location Study*
• University of Arizona-South Stadium Garage
• Yavapai County Complex
*Continuing Service Contract
ADOA/Annual Design Professional Services List /11
DARRIN ORNDORFF AIA, LEED AP
Principal/Project Director
0,�O . Darrin Orndorff is a firm Principal and a front-runner in developing quality control policies and
i procedures for alternative delivery projects,including CMAR and Design/Build at DFDG.He
has taken a lead role in promoting the implementation of new technologies,including various
r s� graphic evaluation tools and the integration of BIM technologies firm-wide.He advocates
the use of design models to improve our clients'projects.His expertise includes all project
44 phases from concept design and design development to construction documents,through
• construction administration and project closeout.
YEARS WITH THE FIRM: For many large projects,his talents have focused on the construction phases of project
24 years(34 years total experience) development.His extensive technical knowledge assists in creating design solutions to
any problems encountered on project job sites.With more than$250 million of design and
Length of time in current position as construction projects in his portfolio,Darrin maintains a positive relationship with owners,
Principal:15 years contractors,and subcontractors.
EDUCATION: Relevant Project Experience:
BS,Architecture,Kansas State University 1990 Office Building Tenant Improvement
REGISTRATION/CERTIFICATIONS: Arizona Historical Society Museum
Architect,Arizona 25655 ASU Dr.Namanich Lab Renovation*
NCARB Certification ASU Health Solutions Innovations Center
LEED AP BD+C ASU Interdisciplinary Sciences Building 1
• ASU Packard Drive Parking Structure
PROFESSIONAL ORGANIZATIONS: ASU Psychology North Physics Chair Renovation*
American Institute of Architects Chandler-Gilbert Community College Coyote Center
International Code Council Gilbert Freestone Recreation Center Roof Repair
Phoenix Community Alliance Glendale Courts Bridging Documents
• Jefferson Street Parking Structure
• Maricopa County Clerk of Court
• Maricopa County Jury Assembly
• Maricopa County Law Library
• Mitsubishi Pure Chemicals America Office Addition
• Montelucia Parking Garage
• North Glendale Park Ride
• North Glendale Transit Center
• Peoria Development&Community Services Bldg
• Peoria Sports Complex Clubhouse Renovations
• Salt River Pima PERA Skills Training Facility
• Salt River Pima PERA Training and Innovations Center
• The Salvation Army Ray&Joan Kroc Community Center
• USPS Phoenix GMF Waterline Investigation*
• Veteran Affairs Cardiac Catheterization Lab
*Continuing Service Contract
ADOA/Annual Design Professional Services List /12
JAMES LLOYD AIA, CDT
Principal/Project Director
Jim Lloyd has 25 years experience and has managed multiple projects of varying
r complexities and project types including religious,educational,community center,retail,
restaurant,industrial,office and residential.In addition to design and construction,Jim
has spent four years teaching building information modeling using the Revit platform at
Arizona State University and conducted multiple architectural licensing seminars for the local
American Institute of Architects.Jim is familiar with architectural standards,engineering
practices,building codes,and zoning ordinances in order to communicate effectively with
clients and team members.His responsibilities encompass all aspects of architecture
YEARS WITH THE FIRM: and interiors including programming,design,construction documents,and construction
7 years(25 years total experience) administration.
Length of time as Principal:1 year Relevant Project Experience:
Length of time as Project Director 15 years Avondale City Center Conceptual Design*
EDUCATION: Chandler-Gilbert Community College Agave Hall
Master of Architecture, City of Avondale Parking Canopies*
Arizona State University Diablo Technology Park Bldg.C Landlord Tenant Improvement Code Review*
BS,Design,Arizona State University Diablo Technology Park Guardshack*
REGISTRATION/CERTIFICATIONS: Eastern Arizona College-Entrepreneurial Resource Center
Architect,Arizona 46411 El Dorado Center Retail*
Certified Document Technician Empire Garage-Billings,Montana
• Estrella Mountain Community College Arroyo Hall
PROFESSIONAL ORGANIZATIONS: Glendale Heroes Park Regional Library
Urban Land Institute Glendale WAB Library Study*
American Institute of Architects Maricopa County East Court 7th Floor Specifications*
• Nikola Office Building
• North Glendale Transit Center
• Paradise Valley Community College Black Mountain Campus Concept Design Package*
• SRP Skills Training Facility
SRP Training and Innovations Center
• SRP Southside Water
• Scottsdale Mustang Transit Center
• University of Arizona South Stadium Garage
*Continuing Service Contract
ADOA/Annual Design Professional Services List /13
BECKY TOMASEK IIDA, ASID, LEED AP ID+C, COEE
Principal Interior Design
Becky Tomasek is the firm's Director of Interior Design.She works closely with the design team
and the client's team to articulate strategies and core values with the dynamic use of space.
She makes sure the client's vision for the project's interior architecture is maintained during the
course of design and construction.
Becky's experience in commercial interior design and higher education environments includes
all project phases from programming to construction administration.She interfaces with the
client on the coordination of interior architecture and design.The focus of her work is the user
YEARS WITH THE FIRM: experience and her wide-ranging portfolio includes both new construction and renovation
projects of all sizes for both private and public sector clients.
17 years(24 years total experience) Relevant Project Experience:
Length of time as Principal:1 year ADOA 1740 W.Adams Building Remodel
Length of time as Interiors Director:10 years Apache Junction Police Dept Renovation*
EDUCATION: ASU Interdisciplinary Sciences Building I(LEED Gold)
• City of Phoenix Cholla Library
BS,Interior Design City of Phoenix Orpheum Theatre Study*
University of Nebraska City of Phoenix Transit Lobby Renovation
REGISTRATIONS/CERTIFICATIONS: Estrella Mountain Community College Arroyo Hall
•NCIDQ Certificate 17398 Estrella Mountain Community College Komatke Hall*
• Gilbert Municipal Master Plan*
LEED AP ID+C Glendale Heroes Park Regional Library
Certified Office Ergonomics Evaluator Glendale Municipal Courthouse
• Glendale WAB Library Study*
• Goodyear Library*
• Maricopa Association of Government Tenant Improvements
• Maricopa County Department of Transportation Fitness Center Remodel*
• Maricopa County Downtown Justice Courts
• Maricopa County Justice Courts Administration Tenant Improvement
• Maricopa County Northeast Regional Court Master Plan
• Maricopa County Superior Court Feasibility Study*
• Mohave County/Bullhead City Master Plan
• Northwest Public Safety Facility-Avondale
• Papago Spectrum Office Building*
• Peoria Development&Community Services Building
• Peoria Municipal Court Renovation&Addition
• Salvation Army Kroc Community Center&Chapel
• Sky Harbor International Airport Rental Car Center
• Town of Paradise Valley Court Master Plan*
• Valley Metro Regional Public Transportation Authority Master Plan
• Valley Metro Tenant Improvements
*Continuing Service Contract
ADOA/Annual Design Professional Services List /14
GREG BIALLAS RA
Senior Project Manager
1. As Project Manager,Greg will work with the contractor's project superintendent through-
out the development and coordination of working drawings and specifications.As the
liaison involved in the production of the project's BIM model,he keeps communications
current relative to project budget,schedule,and contracting.As a licensed architect,he
has a solid background and knowledge in reviewing the drawings with strong attention
to detail. He is capable of creating a team atmosphere that leads to successful comple-
tion of projects.
YEARS WITH THE FIRM: Relevant Project Experience:
8 years(25 years total experience) Tempe Council Chambers Remodel
Length of time as Sr.Project Manager 12 years Apache Junction Police Dept.Renovation*
• Buckeye Community Services Building Renovation
EDUCATION: Chandler-Gilbert Community College Coyote Center
Bachelor of Environmental Design CVS Caremark-AZ Board Room*
Texas A&M University,College Station CVS Caremark-Cotton Center Exiting Study&Diagram*
BS,Construction Services CVS Caremark-Exterior Revolving Doors*
Texas A&M University,College Station
• CVS Caremark-ICC Command Center*
REGISTRATIONXERTIFICATIONS: CVS Caremark-Mountain View/Record Drawings*
Architect,Arizona 39789 CVS Caremark-Mountain View Exiting Study&Diagram*
• CVS Caremark-Raintree Exiting Study&Diagram*
• CVS Caremark-Shea HQ Exiting Study&Diagram*
• CVS Caremark-Tape Vault Ramp*
• Diablo Technology Park Parking Lot Reconfiguration*
• Glendale Transit Center
• Goodyear Police Facility Study*
• Maricopa County E.Courts 8th Floor Renovation*
• Maricopa County West Courts BIX Room Upgrades*
• Paradise Valley Municipal Court New Building
• Peoria Sports Complex Stadium Improvements-JOC Pkg 1*
• Peoria Sports Complex Stadium Improvements-JOC Pkg 2*
• Peoria Sports Complex Stadium Improvements-JOC Pkg 3*
• Peoria Sports Complex Stadium Improvements-Phase II Pkg 5*
• PetSmart-Ongoing Tenant Improvements*
• Phoenix Sky Harbor Airport-Terminal 4 Rest Room Renovation*
• University of Arizona South Stadium Garage
*Continuing Service Contract
ADOA/Annual Design Professional Services List /15