Request for Qualifications Department of Solicitation No. Administration ADSPO17-00006796 State Procurement Office Description: 100 N 15th Ave., Suite 201 2017 Annual Professional Services List Phoenix, AZ 85007

Part 4 of the Solicitation Documents: Offer Forms (Attachments) Date: February 7, 2017

ATTACHMENT 1 ...... OFFER AND ACCEPTANCE FORM ...... 2 ATTACHMENT 2-A .... EXPERIENCE AND CAPACITY ...... 3 1.0 ..... FIVE (5) EXAMPLE PROJECTS ...... 3 ATTACHMENT 2-A .... EXPERIENCE AND CAPACITY ...... 5 2.0 ..... EMPLOYEES BY DISCIPLINE ...... 5 3.0 ..... FIRMS EXPERIENCE AND REVENUE ...... 7 4.0 ..... FIRMS SERVICES ...... 7 EXPERIENCE REFERENCES: ...... 8 ATTACHMENT 2-B .... ORGANIZATION PROFILE ...... 10 ATTACHMENT 3-A .... METHOD PROPOSAL ...... 11 ATTACHMENT 3-B .... KEY PERSONNEL PROPOSAL ...... 12 ATTACHMENT 3-C ... PROPOSED SUBCONTRACTORS ...... 21 ATTACHMENT 3-D ... PERFORMANCE GUARANTEE ...... 23 ATTACHMENT 3-E .... ISRAEL BOYCOTT FORM ...... 24 ATTACHMENT 4 ...... PRICING SHEET ...... 25 ATTACHMENT 5-A .... CONFIDENTIAL INFORMATION DESIGNATION ...... 26 ATTACHMENT 5-B .... CONFORMANCE STATEMENTS ...... 29 ATTACHMENT 5-C ... INSURANCE EVIDENCE ...... 34 ATTACHMENT 5-D ... OFFER CHECKLIST ...... 35 - -

PART 4 of the Solicitation Documents: Index Offer Forms (Attachments) Date: February 7, 2017 Page 1 of 35 4 Available online at: Procure.AZ.gov

Request for Qualifications Arizona Department of Solicitation No. Administration ADSPO17-00006796 State Procurement Office Description: 100 N 15th Ave., Suite 201 2017 Annual Professional Services List Phoenix, AZ 85007

Attachment 1 Offer and Acceptance Form

SUBMISSION OF OFFER: Undersigned hereby offers and agrees to provide qualifications for 2017 Annual Professional Services List in compliance with the Solicitation indicated above and our Offer indicated by the latest dated version below:

Initial 1. x Offer: date initial

HDA Architects, LLC

Offeror company name Signature of person authorized to sign Offer Initials

459 N. Gilbert Road, Suite C-200 Pete Barker, Principal in Charge

Address Printed name and title

Gilbert, AZ 85234 Pete Barker, Principal in Charge

City | State | ZIP Contact name and title

86-0996800 [email protected] 480.539.8800

Federal tax identifier (EIN or SSN) Contact Email Address Contact phone number

CERTIFICATION: By signature in the above, Offeror certifies that it: 1. will not discriminate against any employee or applicant for employment in violation of Federal Executive Order 11246, [Arizona] State Executive Order 2009-9 or A.R.S. §§ 41−1461 through 1465; 2. has not given, offered to give, nor intends to give at any time hereafter any economic opportunity, future employment, gift, loan, gratuity, special discount, trip, favor, or service to a public servant in connection with the submitted offer. Failure to provide a valid signature affirming the stipulations required by this clause will result in rejection of the Offer. Signing the Offer with a false statement will void the Offer, any resulting contract, and may 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.

ACCEPTANCE OF OFFER: State hereby accepts the initial Offer, Revised Offer, or Best and Final Offer identified by number ADSPO17- 00006796 at the top of this form, and which was dated______(the02/17/17 Accepted Offer). Offeror is now bound (as Contractor) to carry out the Work under the attached Contract, of which the Accepted Offer forms a part. Contractor is cautioned not to commence any billable work or to provide any material or perform any service under the Contract until Contractor receives the applicable Order or written notice to proceed from Procurement Officer.

State’s Contract No. is: ADSPO17-00006796 The effective date of the Contract is:______04/03/17-01/31/18 Contract awarded ______04/03/17

Gina DeCotiis Procurement Officer signature Procurement Officer printed name

Contract qualification award can be viewed at https://spo.az.gov/procurement-services/professional-services

PART 4 of the Solicitation Documents: Offer Forms (Attachments) Date: February 7, 2017 Page 2 of 35 4 Available online at: Procure.AZ.gov

Request for Qualifications Arizona Department of Solicitation No. Administration ADSPO17-00006796 State Procurement Office Description: 100 N 15th Ave., Suite 201 2017 Annual Professional Services List Phoenix, AZ 85007

Attachment 2-A Experience and Capacity

STATE MAY DETERMINE YOUR SUBMITTAL IS NON-RESPONSIVE IF YOU DO NOT ANSWER ALL QUESTIONS FULLY.

DEFINITIONS

Architect Services, Engineer Services, Land Surveying Services, Assayer Services, Geologist Services and Landscape Architect Services: Those professional services within the scope of the practice of those services as provided in A.R.S § 32-101.

Branch Office: A geographically distinct place of business or subsidiary office of a firm that has a key role on the team.

Discipline: Primary technical capabilities of key personnel, as evidenced by academic degree, professional registration, certification, and/or extensive experience.

Firm: Defined in A.R.S § 32-101(B.13.).

Key Personnel: Individuals who will have major contract responsibilities and/or provide unusual or unique expertise.

Structure: How a business is organized to accomplish its objectives (ie, Sole Proprietor, Limited Liability Company, Cooperative, Corporation, Partnership, S Corporation).

1.0 Five (5) Example Projects List no more than five (5) ARIZONA PROJECT Example Projects Which Best Illustrate Firms Qualification for this contract in the chart provided below. Select project where multiple team members worked together, if possible, that demonstrate the team’s capability to perform work similar to that required for this qualifications list contract. (NOTE: The integrity of the chart table columns shall remain unchanged, however the rows for each project may be expanded by the Offeror to accommodate the information).

a. Title and Locations of project or contract. For an indefinite delivery contract, the location is the geographic scope of the contract. b. Enter the year completed of the professional services (such as planning, engineering study, or design), and/or the year completed if construction. If any of the professional services or the construction projects are not complete, leave Year Completed blank and indicate the status in Brief Description of Project and Relevance to This Contract (block f). c. Project Owner or user, such as a government agency or installation, an institution, a corporation or private individual. d. Provide the original budget or not to exceed dollar amount for the project. e. Provide the Total Cost of the Project. If any of the professional services or construction projects is not complete, indicate the percentage compete and whether this project will be on budget, over or under budget. f. Brief Description: Indicate scope, size, and length of project, principle elements and special features of the project. Discuss the relevance of the example project to this contract.

PART 4 of the Solicitation Documents: Offer Forms (Attachments) Date: February 7, 2017 Page 3 of 35 4 Available online at: Procure.AZ.gov

Request for Qualifications Arizona Department of Solicitation No. Administration ADSPO17-00006796 State Procurement Office Description: 100 N 15th Ave., Suite 201 2017 Annual Professional Services List Phoenix, AZ 85007

Title and Design Construction Project Project Total Brief Description of Location Completion Completion Owner Original Cost of Project of Year Year Budget the Project (or not Project to exceed amount) Gilbert Fire 2014 2015 Town of $4,300,000 $4,352,330 New station, replaced an existing Station No. 7, Gilbert station, with bi-fold apparatus Gilbert AZ doors. 3-bay, 12,000-sf station was designed with sustainable methodologies.

Gilbert Public 2014 2014 Town of $250,000 $250,000 Renovations to Gilbert Public Safety Gilbert Safety Detention area, a unified Building & holding system for Gilbert and Detention Chandler Police. 5,000-sf of Center Reno, renovations modified holding Gilbert, AZ cells, and upgraded security equipment.

Camille 2014 2015 Chandler $29,000,000 $34,285,000 New 170,000-sf high school Casteel High Unified designed to accommodate 2,000 School, School students. Phase II is currently Chandler, AZ District under construction,

Auxier 2014 2015 Chandler $17,000,000 $16,876,069 New 91,000-sf, K-6 school Elementary Unified designed for 1,200 students. All School, School enclosed school following an Chandler, AZ District Academy/ Traditional school format.

Perry High 2014 2014 Chandler $6,000,000 $5,548,802 33,484 sf Classroom Addition School Unified Building with instructional spaces Classroom School for career technical education Addition, District programs. Gilbert, AZ

PART 4 of the Solicitation Documents: Offer Forms (Attachments) Date: February 7, 2017 Page 4 of 35 4 Available online at: Procure.AZ.gov

Request for Qualifications Arizona Department of Solicitation No. Administration ADSPO17-00006796 State Procurement Office Description: 100 N 15th Ave., Suite 201 2017 Annual Professional Services List Phoenix, AZ 85007

Attachment 2-A Experience and Capacity

STATE MAY DETERMINE YOUR SUBMITTAL IS NON-RESPONSIVE IF YOU DO NOT ANSWER ALL QUESTIONS FULLY.

2.0 EMPLOYEES BY DISCIPLINE

Aeronautical Engineer Electrical Engineer Mechanical Engineer

Agricultural Engineer Environmental Engineer Metallurgical Engineer Archeologist Environmental Scientist Mining Engineer Architect Fire Protection Engineer Nuclear Engineer Architectural Geodetic Surveyor Petroleum Engineer Engineering Geographic Information System Biologist Photogrammetrist Specialist CADD Technician Geological Engineer Project Manager Chemical Engineer Geologist Sanitary Engineer Civil Engineer Hydrographic Surveyor Soils Engineer Construction Manager Hydraulic Engineer Structural Engineer Construction Inspector Hydrologist Technician/Analyst Control Systems Industrial Engineer Transportation Engineer Engineer Cost Engineer/Estimator Landscape Architect Water Resources Engineer

Enter requested information in the chart provided below:

a. Select disciplines from the List of Disciplines. For employees that do not qualify for any of the disciplines, select “Other”.

b. Each person can be counted only twice; once for his/her primary function and once for his/her secondary function. Primary and secondary functions should be indicated by including a “P” or an “S” in column b after the Description Title is given.

c-d. If the form is completed for a firm (including all branch offices), enter the number of employees by disciplines in column c. If the form is completed for a branch office, enter the number of employees by discipline in column d and for the firm in column c. (NOTE: The Offeror may insert or delete rows in the existing Employees by Discipline chart table on page six (6 as necessary to complete the requirements for Question 2).

PART 4 of the Solicitation Documents: Offer Forms (Attachments) Date: February 7, 2017 Page 5 of 35 4 Available online at: Procure.AZ.gov

Request for Qualifications Arizona Department of Solicitation No. Administration ADSPO17-00006796 State Procurement Office Description: 100 N 15th Ave., Suite 201 2017 Annual Professional Services List Phoenix, AZ 85007

EXAMPLE:

b. Function: Primary c. No. of Employees d. No. of a. Discipline Title (P) or Secondary (S) Firm Employees Branch Example: Architect P 138 50-Yuma Branch 50-Tempe Branch 38 – Phoenix Branch

Example: Architect S 20 5-Yuma Branch 5-Tempe Branch 5 – Phoenix Branch 5- Tucson Branch

b. Function: Primary c. No. of Employees d. No. of a. Discipline (P) or Secondary (S) Firm Employees Title Branch Architect P 6 NA

CADD Technician P 5 NA

Construction Inspector P 2 NA

Project Manager P 1 NA

PART 4 of the Solicitation Documents: Offer Forms (Attachments) Date: February 7, 2017 Page 6 of 35 4

Available online at: Procure.AZ.gov

Request for Qualifications Arizona Department of Solicitation No. Administration ADSPO17-00006796 State Procurement Office Description: 100 N 15th Ave., Suite 201 2017 Annual Professional Services List Phoenix, AZ 85007

Total 14

3.0 FIRMS EXPERIENCE AND REVENUE

a. Firm shall complete the Excel spreadsheet titled “Amendment I Project Experience Number of Projects and Revenue”, using same document title and upload in Excel format as an “Attachment” with firm’s offer in ProcureAZ. (NOTE: Amendment I version clarifies column instructions and additions of project experience categories). . 4.0 FIRMS SERVICES a. Firm shall complete the Excel spreadsheet titled “2017 Professional Services List of Firms Services” shall be completed and uploaded in Excel format only as an “Attachment” in ProcureAZ at time of offer submission. .

PART 4 of the Solicitation Documents: Offer Forms (Attachments) Date: February 7, 2017 Page 7 of 35 4

Available online at: Procure.AZ.gov

Amendment I ADSPO17-00006796 Project Experience Number of Projects and Revenue ADSPO17-00006796 2017 Annual Professional Services Qualifications List FIRMS NAME (HDA ARCHITECTS, LLC):

TYPE OF PROJECT TOTAL Using the Using the TYPE OF PROJECT TOTAL Using the Using the NUMBER OF Revenue Index Revenue Index NUMBER OF Revenue Index Revenue Index Professional Services Revenue FIRM (Enter 1-10) (Enter 1-10) FIRM (Enter 1-10) (Enter 1-10) PROJECTS indicate the indicate the PROJECTS indicate the indicate the Index Number (ALL FIRM approximate approximate (ALL FIRM approximate approximate 1. Less than $100,000 LOCATIONS) revenue the revenue the firm LOCATIONS) revenue the revenue the 2. $100,000 to less than $250,000 COMPLETED firm has earned has earned over COMPLETED firm has earned firm has earned 3. $250,000 to less than $500,00 IN LAST over the last the last three IN LAST over the last over the last THREE YEARS three years years from THREE YEARS three years three years 4. $500,000 to less than $1 Million from ARIZONA ARIZONA ONLY from ARIZONA from ARIZONA 5. $1 Million to less than $2 Million ONLY state, non- government ONLY state, ONLY non- 6. $2 Million to less than $5 Million municipal, projects only municipal, government 7. $5 Million to less than $10 Million federal etc. federal etc. projects only 8. $10 Million to less than $25 Million government government projects only projects only 9. $25 Million to less than $50 Million 10. $50 Million or greater Acoustics, Noise Abatement Land Surveying Activity Centers 6 1 5 Landscape Architecture 60 4 4 Aerial Photography; Airborne Data and Imagery Collection LEED Accredited A/E and Analysis 5 5 Agricultural Development; Grain Storage; Farm LEED Independent 3rd Party Building Mechanization Commissioning Air Pollution Control Libraries; Museums; Galleries 1 1 Lighting (Exteriors; Streets; Memorials; Athletic Airports; Navaids; Airport Lighting; Aircraft Fueling Fields, Etc.) 30 1 Airports; Terminals and Hangars; Freight Handling Lighting (Interior; Display; Theater, Etc.) Animal Facilities Lighting (Cave; Cavern) Anti-Terrorism/Force Protection Mapping Location/Addressing Systems Area Master Planning Materials Handling Systems; Conveyors; Sorters Auditoriums and Theaters 1 4 Materials Testing Measurement / Verification / Conservation Water Automation; Controls; Instrumentation Consumption Barracks; Dormitories Medical Related Bridge Design: Bridges Metallurgy Cartography Mining and Mineralogy Modular Systems Design; Pre-Fabricated Cemeteries (Planning and Relocation) Structures or Components Chemical Processing and Storage Mold Investigation Child Care/Development Facilities 4 5 Museums Codes; Standards; Ordinances Nuclear Facilities; Nuclear Shielding Cold Storage; Refrigeration and Fast Freeze Office Buildings; Industrial Parks Commercial Building (Low Rise) ; Shopping Centers 10 4 Outdoor Recreation 10 4 Communications Systems; TV; Microwave Petroleum and Fuel (Storage and Distribution) Community Facilities 5 1 Phase I Environmental Computer Facilities 2 2 Photogrammetry Conservation and Resource Management Pipelines (Cross-Country - Liquid and Gas) Construction Management Plumbing and Piping Design 60 4 4 Construction Materials Testing Pneumatic Structures, Air-Support Buildings Construction Surveying Power Generation, Transmission, Distribution Controls and Electronics Engineer Prisons and Correctional Facilities Corrosion Control; Cathodic Protection Electrolysis Product, Machine Equipment Design Cost Estimating; Cost Engineering and Analysis; Public Safety Facilities Parametric Costing; Forecasting Cryogenic Facilities Radar; Sonar; Radio and Radar Telescopes Dams (Concrete; Arch) Radio Frequency Systems and Shieldings

Dams (Earth; Rock) ; Dikes; Levees Railroad; Rapid Transit

Desalinization (Process and Facilities) Recreation Facilities (Parks, Marinas, Etc.) 10 1 5 Design & Planning Structured Parking Facilities Refrigeration Plants/Systems Design-Build - Preparation of Requests for Proposals Rehabilitation (Buildings; Structures; Facilities) 3 4 Detention Security Systems 3 1 Research Facilities Digital Elevation and Terrain Model Development Resources Recovery; Recycling Digital Orthophotography Rivers; Canals; Waterways; Flood Control Dining Halls; Clubs; Restaurants 4 1 Roof Infrared Imaging to Identify Water Leaks Disability / Special Needs Roofing 20 2 Safety Engineering; Accident Studies; OSHA Dredging Studies and Design Studies Security Systems; Intruder and Smoke Ecological and Archeological Investigations Detection 60 4 4 Educational Facilities; Classrooms 49 7 Seismic Designs and Studies Electrical Studies and Design Sewage Collection, Treatment and Disposal 3 1 Electronics Soils and Geologic Studies; Foundations Elevators; Escalators; People-Movers 5 1 Solar Energy Utilization Energy / Water Auditing Savings Solid Wastes; Incineration; Landfill Energy Conservation; New Energy Sources Special Environments; Clean Rooms, Etc. Environmental Impact Studies, Assessments or Statements Specifications Writing 60 4 4 Fallout Shelters; Blast-Resistant Design Storm Water Handling and Facilities Fire Protection 60 5 Structural Design; Special Structures 60 4 4 Surveying; Platting; Mapping; Flood Plain Fisheries; Fish Ladders Studies Forensic Engineering Sustainable Design 10 1 5 Garages; Vehicles Maintenance Facilities; Parking Swimming Pools 1 1 Gas Systems (Propane; Natural, Etc.) Testing and Inspection Services Geodetic Surveying: Ground and Airborne Topographic Surveying and Mapping Heating; Ventilating; Air Conditioning Towers (Self-Supporting and Guyed Systems) Highways; Streets; Airfield Paving; Parking Lots Toxicology Historical Preservation Traffic and Transportation Engineering Hospital and Medical Facilities Traffic Studies 10 1 5 Hotels; Motels Transportation Housing (Residential, Multi-Family; Apartments; Condominiums) Tunnels and Subways Hydraulics and Pneumatics Urban Renewals; Community Development Hydrographic Surveying Utilities (Gas and Steam) Industrial Buildings; Manufacturing Plants Value Analysis; Life-Cycle Costing Industrial Processes; Quality Control Warehouse and Depots Industrial Waste Treatment Waste Water Treatment Facility 3 1 Intelligent Transportation Systems Water Resources; Hydrology; Ground Water Infrastructure Water Supply; Treatment and Distribution Irrigation; Drainage Water Well Rehabilitation; Water Well Work Wind Tunnels; Research/Testing Facilities Judicial and Courtroom Facilities 1 1 Design Laboratories; Medical Research Facilities Zoning; Land Use Studies Labs - General 10 4 Labs – Research – Dry Labs – Research – Wet

Request for Qualifications Arizona Department of Solicitation No. Administration ADSPO17-00006796 State Procurement Office Description: 100 N 15th Ave., Suite 201 2017 Annual Professional Services List Phoenix, AZ 85007

EXPERIENCE REFERENCES: THE PRIME FIRM SHALL LIST A TOTAL OF THREE (3) CLIENT REFERENCES FOR ANY PROJECTS COMPLETED IN THE LAST YEAR BY THE FIRM (OR A BRANCH LOCATION). REFERENCES MAY BE CONTACTED BY ANY ELIGIBLE AGENCY.

1 Client Company/Address Contact Begin Date End Date Town of Gilbert James Nelson 1/2017 Current Phone Number Email Address 480.503.6323 [email protected]

List project name, project location, original design fee, final design fee, construction costs (if applicable), and program facilities.

Fire Station No. 9, Gilbert, AZ, Original Design Fee: $437,531, Final Design Fee: project in design phase, Construction Cost: project in design phase, Program Facilities: Fire Station Services performed similar to those described in Solicitation Architectural Design, Construction Administration

2 Client Company/Address Contact Begin Date End Date Chandler Unified School District Frank Fletcher 12/15/15 Current Phone Number Email Address 480.812.7680 [email protected]

List project name, project location, original design fee, final design fee, construction costs (if applicable), and program facilities. Casteel High School Phase II, Chandler, AZ, Original Design Fee: $904,000, Final Design Fee: $904,000, Construction Cost: $22,657,579, Program Facilities: educational building Services performed similar to those described in Solicitation Architectural Design, Construction Administration

3 Client Company/Address Contact Begin Date End Date Mesa Dispatch Center Cori Hayes 2/2016 Current

Phone Number Email Address 480.644.2101 [email protected]

List project name, project location, original design fee, final design fee, construction costs (if applicable), and program facilities.

Mesa Dispatch Center, Mesa, AZ, Original Design Fee: $243,598, Final Design Fee: $243,598, Construction Cost: $7,000,000, Program Facilities: 911 Call Center and Emergency Operations Center Services performed similar to those described in Solicitation Architectural Design, Construction Administration

PART 4 of the Solicitation Documents: Offer Forms (Attachments) Date: February 7, 2017 Page 8 of 35 4

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Request for Qualifications Arizona Department of Solicitation No. Administration ADSPO17-00006796 State Procurement Office Description: 100 N 15th Ave., Suite 201 2017 Annual Professional Services List Phoenix, AZ 85007

End of Attachment 2-A

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Available online at: Procure.AZ.gov

Request for Qualifications Arizona Department of Solicitation No. Administration ADSPO17-00006796 State Procurement Office Description: 100 N 15th Ave., Suite 201 2017 Annual Professional Services List Phoenix, AZ 85007

Attachment 2-B Organization Profile

STATE MAY DETERMINE YOUR PROPOSAL IS NON-RESPONSIVE IF YOU DO NOT ANSWER ALL QUESTIONS FULLY.

ORGANIZATION PROFILE

Firm Name HDA Architects, LLC Year established 1989

Principal address 459 N. Gilbert Road, Suite C-200 (street, city, state) Entity type: Limited Liability Corporation Structure: Partnership Branch or No Parent: No Division: Years the organization has conducted business in Arizona. 27 Contract Representatives to Contact Name Title Telephone Number E-Mail Address 1. Pete Barker Principal in Charge 480.539.8800 [email protected] 2. Bruce Scott Principal in Charge 480.539.8800 [email protected] 3. Paul Holland Principal in Charge 480.539.8800 [email protected] Firm Professional Licenses/Certifications (INCLUDE COPY OF DOCUMENT IN OFFER) Description Issuer Number Expiration Arizona Board of Technical 1. State of Arizona 11820-0 11/30/17 Registration L- 2. Arizona Corporate Commission State of Arizona 0953286- NA 9

3.

End of Attachment 2-B

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Request for Qualifications Arizona Department of Solicitation No. Administration ADSPO17-00006796 State Procurement Office Description: 100 N 15th Ave., Suite 201 2017 Annual Professional Services List Phoenix, AZ 85007

Attachment 3-A Method Proposal (Method of Approach)

RESERVED FOR AWARDED DESIGN PROFESSIONAL UPON SERVICE REQUEST

End of Attachment 3-A

PART 4 of the Solicitation Documents: Offer Forms (Attachments) Date: February 7, 2017 Page 11 of 35 4

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Request for Qualifications Arizona Department of Solicitation No. Administration ADSPO17-00006796 State Procurement Office Description: 100 N 15th Ave., Suite 201 2017 Annual Professional Services List Phoenix, AZ 85007

Attachment 3-B Key Personnel Proposal

Answer all questions thoroughly in the spaces provided. Complete this form in full for each one of the key personnel who will participate in this contract. Insert or attach a separate resume if desired, but any attached resumes are supplemental to this form and do not substitute resumes for this form. Offeror shall list any resume filename within the Key Personnel Form resume section and Attach as titled in ProcureAZ with offer. Resumes shall not be listed in Attachment 3-B as Supplements.

1 Name: Pete Barker How long with company? 26 years

Current position Principal in Charge How long in positon? 17 years in company:

How much of time will be Position for the Services: Principal in Charge 70 % dedicated to the Services?

Pete’s proven dedication and management capabilities have earned him the role What primary functions of Principal in Charge. He contributes a diverse range of experience, and will be will be assigned? involved from project inception through completion.

Describe person’s Pete’s project history spans from $30,000 remodel projects to $135 million new experience in performing educational campuses. His project involvement includes negotiations, bond services like those that assistance, land comparisons, all phases of design, bidding, project management, are to be assigned: client contact, and quality control.

Education: Bachelor of Architecture, University of Arizona, 1985 List person’s job-related Registered Architect: Arizona #25625, California #C30661 training and education:

Resume: Resume Pete Barker – General.pdf

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Available online at: Procure.AZ.gov

Request for Qualifications Arizona Department of Solicitation No. Administration ADSPO17-00006796 State Procurement Office Description: 100 N 15th Ave., Suite 201 2017 Annual Professional Services List Phoenix, AZ 85007

2 Name: Bruce Scott How long with company? 22 years

Current position Principal in Charge How long in positon? 17 years in company:

How much of time will be Position for the Services: Principal in Charge 70 % dedicated to the Services?

Bruce’s responsibilities include oversight of the project from inception through What primary functions Owner occupancy. He will assemble the architectural and engineering design and will be assigned? technical resources to ensure the project stays on budget and on schedule.

Describe person’s Bruce has lead HDA Architect’s municipal and public safety architectural design experience in performing efforts for the past 17 years, managing projects for various municipal clients services like those that throughout Arizona. He has over 30 years experience in the industry and brings a are to be assigned: wide-ranging knowledge of working with government agencies.

List person’s job-related Education: Architectural Technology Degree, Ferris State University, MI, 1986 training and education: Registered Architect: Arizona #27022

Resume: Resume Bruce Scott – General.pdf

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Available online at: Procure.AZ.gov

Request for Qualifications Arizona Department of Solicitation No. Administration ADSPO17-00006796 State Procurement Office Description: 100 N 15th Ave., Suite 201 2017 Annual Professional Services List Phoenix, AZ 85007

3 Name: Paul Holland, LEED AP How long with company? 25 years

Current position Principal in Charge How long in positon? 17 years in company:

How much of time will be Position for the Services: Project Architect 70 % dedicated to the Services?

Paul is continually involved in the design and construction of numerous What primary functions elementary and secondary facilities. He is also responsible for the firm’s computer will be assigned? training program.

Describe person’s Paul specializes in the development and implementation of “prototype” experience in performing educational facilities, which utilize a standard floor plan and incorporate services like those that are to be assigned: customized features for each district’s needs.

Education: Bachelor of Architecture, North Dakota State University, 1977 List person’s job-related Registered Architect: Arizona #18917, New Mexico #4831 training and education:

Resume: Resume Paul Holland – General.pdf

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Request for Qualifications Arizona Department of Solicitation No. Administration ADSPO17-00006796 State Procurement Office Description: 100 N 15th Ave., Suite 201 2017 Annual Professional Services List Phoenix, AZ 85007

4 Name: Phillip Johns, LEED AP BD+C How long with company? 12 years

Current position Project Architect Current position in company: 12 years in company:

How much of time will be Position for the Services: Project Architect 50% dedicated to the Services?

As Project Architect and LEED Consultant, Phillip’s primary role will be to ensure What primary functions a coordinated set of construction documents, which are prepared to the highest will be assigned? quality and meet all project programming requirements.

Describe person’s Phil’s experience includes work for various municipalities throughout Arizona. experience in performing This experience includes working with team members analyzing systems, services like those that materials and detail requirements to determine the most cost effective solutions are to be assigned: meeting design guidelines.

Education: Bachelor of Architecture, University of Arizona, 1980 List person’s job-related Registered Architect: Arizona #29389, California #C15682 training and education:

Resume: Resume Phillip Johns – General.pdf

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Request for Qualifications Arizona Department of Solicitation No. Administration ADSPO17-00006796 State Procurement Office Description: 100 N 15th Ave., Suite 201 2017 Annual Professional Services List Phoenix, AZ 85007

5 Name: Brian Koskella How long with company? 16 years

Current position Construction Administrator Current position in company: 16 years in company:

How much of time will be Position for the Services: Construction Administrator 50% dedicated to the Services?

Brian is the client liaison during the construction phase of the project. He is What primary functions onsite to ensure that the contractor understands the design plans and follows will be assigned? them throughout the construction process.

Describe person’s Brian has worked as an owner’s representative for a nationwide hospitality experience in performing company with complete responsibility for projects all over the western United services like those that States. He has also worked in the general contracting industry, and has held a “B” are to be assigned: License and owned a general contracting firm.

List person’s job-related Arizona State University, Business training and education: Richland Community College, Estimating

Resume: Resume Brian Koskella – General.pdf

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Request for Qualifications Arizona Department of Solicitation No. Administration ADSPO17-00006796 State Procurement Office Description: 100 N 15th Ave., Suite 201 2017 Annual Professional Services List Phoenix, AZ 85007

6 Name: x How long with company? x years

Current position x Current position in company: x in company:

How much of time will be Position for the Services: x x dedicated to the Services?

What primary functions x will be assigned?

Describe person’s experience in performing x services like those that are to be assigned:

List person’s job-related x training and education:

Resume: List filename

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Request for Qualifications Arizona Department of Solicitation No. Administration ADSPO17-00006796 State Procurement Office Description: 100 N 15th Ave., Suite 201 2017 Annual Professional Services List Phoenix, AZ 85007

7 Name: x How long with company? x years

Current position x Current position in company: x in company:

How much of time will be Position for the Services: x x dedicated to the Services?

What primary functions x will be assigned?

Describe person’s experience in performing x services like those that are to be assigned:

List person’s job-related x training and education:

Resume: List filename

PART 4 of the Solicitation Documents: Offer Forms (Attachments) Date: February 7, 2017 Page 18 of 35 4

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Request for Qualifications Arizona Department of Solicitation No. Administration ADSPO17-00006796 State Procurement Office Description: 100 N 15th Ave., Suite 201 2017 Annual Professional Services List Phoenix, AZ 85007

8 Name: x How long with company? x years

Current position x Current position in company: x in company:

How much of time will be Position for the Services: x x dedicated to the Services?

What primary functions x will be assigned?

Describe person’s experience in performing x services like those that are to be assigned:

List person’s job-related x training and education:

Resume: List filename

PART 4 of the Solicitation Documents: Offer Forms (Attachments) Date: February 7, 2017 Page 19 of 35 4

Available online at: Procure.AZ.gov

Request for Qualifications Arizona Department of Solicitation No. Administration ADSPO17-00006796 State Procurement Office Description: 100 N 15th Ave., Suite 201 2017 Annual Professional Services List Phoenix, AZ 85007

ATTACHMENT 3-B SUPPLEMENTS: (For submission of additional Key Personnel qualifications beyond the number of forms provided in the Offer Documents: Offeror shall copy the Key Personnel Form in its entirety and complete in a separate Word Document for submission with the offer, and list file name below or type “None” on first line if not applicable. Offeror shall title Supplement(s) with the same title as named herein and upload with offer.).

Document No. of Title Date pages Purpose in Offer 1. None x x 2. Enter or delete row if not needed 3. Enter or delete row if not needed 4. Enter or delete row if not needed 5. Enter or delete row if not needed 6. Enter or delete row if not needed 7. Enter or delete row if not needed

(NOTE: The Offeror may insert additional rows as required).

End of Attachment 3-B

PART 4 of the Solicitation Documents: Offer Forms (Attachments) Date: February 7, 2017 Page 20 of 35 4

Available online at: Procure.AZ.gov

Request for Qualifications Arizona Department of Solicitation No. Administration ADSPO17-00006796 State Procurement Office Description: 100 N 15th Ave., Suite 201 2017 Annual Professional Services List Phoenix, AZ 85007

Attachment 3-C Proposed Subcontractors

RESERVED FOR AWARDED DESIGN PROFESSIONAL UPON SERVICE REQUEST

Check “NO” if you WILL NOT subcontract any portion of the Work and will therefore be carrying out all of the Work with your own personnel. NO, the Offeror will not subcontract any portion of the Work.

If you WILL subcontract any portion of the Work, check “YES” below and list name of persons or companies you propose to use as subconsultants. 1. Fill in the information in the chart below for every proposed subcontractor – indicate the role and services work the subconsultant may provide in performing any of the services as outlined in the Requirements Document in the solicitation. 2. Offeror shall complete an Attachment 3-B Key Personnel Form in its entirety for each proposed subcontractor and submit with offer. The term “Subconsultant” shall be annotated in parenthesis after each subcontractor key personnel name typed in the “Name” section of the 3-B form. 3. State may demand additional information about proposed subcontractors as a precondition of award. XYES, the Offeror will use the Subcontractors listed below:

Capacity % Dedicated to Perform the Proposed Subcontractor Key Personnel Name; Role/Service For Any Subcontractor Firm Name and Contact List Proposed Subcontractor Project Under This Information Role(s) and Services Contract 1. Name 2. Name 3. Name 4. Name 5. Name 6. Name 7. Name 8. 9. 10.

PART 4 of the Solicitation Documents: Offer Forms (Attachments) Date: February 7, 2017 Page 21 of 35 4

Available online at: Procure.AZ.gov

Request for Qualifications Arizona Department of Solicitation No. Administration ADSPO17-00006796 State Procurement Office Description: 100 N 15th Ave., Suite 201 2017 Annual Professional Services List Phoenix, AZ 85007

ATTACHMENT 3-C SUPPLEMENTS: (Offeror to insert as required and list here or type “None” on first line. Offeror shall title any Supplement(s) with the same title as named herein and upload with offer.)

Document No. of Title Date pages Purpose in Offer 1. Enter or type “None for Sub #1” x x x 2. Enter or type “None for Sub #1” x x x 3. Enter or type “None for Sub #1” x x x 4. Enter or type “None for Sub #1” x x x 5. Enter or type “None for Sub #1” x x x 6. Enter or type “None for Sub #1” x x x 7. Enter or type “None for Sub #1” x x x 8. Enter or type “None for Sub #1” x x x 9. Enter or type “None for Sub #1” x x x 10. Enter or type “None for Sub #1” x x x

End of Attachment 3-C

PART 4 of the Solicitation Documents: Offer Forms (Attachments) Date: February 7, 2017 Page 22 of 35 4

Available online at: Procure.AZ.gov

Request for Qualifications Arizona Department of Solicitation No. Administration ADSPO17-00006796 State Procurement Office Description: 100 N 15th Ave., Suite 201 2017 Annual Professional Services List Phoenix, AZ 85007

Attachment 3-D Performance Guarantee

RESERVED FOR AWARDED DESIGN PROFESSIONAL UPON SERVICE REQUEST End of Attachment 3-D

PART 4 of the Solicitation Documents: Offer Forms (Attachments) Date: February 7, 2017 Page 23 of 35 4

Available online at: Procure.AZ.gov

Request for Qualifications Arizona Department of Solicitation No. Administration ADSPO17-00006796 State Procurement Office Description: 100 N 15th Ave., Suite 201 2017 Annual Professional Services List Phoenix, AZ 85007

Attachment 3-E Israel Boycott Form

All materials submitted as part of a response to a solicitation are subject to Arizona public records law and will be disclosed if there is an appropriate public records request at the time of or after the award of the contract. Recently legislation has been enacted to prohibit the state from contracting with companies currently engaged in a boycott of Israel. To ensure compliance with A.R.S. §35- 393.01. This form must be completed and returned with the response to the solicitation and any supporting information to assist the State in making its determination of compliance.

As defined by A.R.S. §35-393.01: 1."Boycott" means engaging in a refusal to deal, terminating business activities or performing other actions that are intended to limit commercial relations with Israel or with persons or entities doing business in Israel or in territories controlled by Israel, if those actions are taken either: (a) In compliance with or adherence to calls for a boycott of Israel other than those boycotts to which 50 Code section 4607(c) applies. (b) In a manner that discriminates on the basis of nationality, national origin or religion and that is not based on a valid business reason. 2. "Company" means a sole proprietorship, organization, association, corporation, partnership, joint venture, limited partnership, limited liability partnership, limited liability company or other entity or business association, and includes a wholly owned subsidiary, majority-owned subsidiary, parent company or affiliate. 3. "Direct holdings" means all publicly traded securities of a company that are held directly by the state treasurer or a retirement system in an actively managed account or fund in which the retirement system owns all shares or interests. 4."Indirect holdings" means all securities of a company that are held in an account or fund, including a mutual fund, that is managed by one or more persons who are not employed by the state treasurer or a retirement system, if the state treasurer or retirement system owns shares or interests either: (a) together with other investors that are not subject to this section. (b) that are held in an index fund. 5.”Public entity" means this State, a political subdivision of this STATE or an agency, board, commission or department of this state or a political subdivision of this state. 6. ”Public fund" means the state treasurer or a retirement system. 7. "Restricted companies" means companies that boycott Israel. 8. "Retirement system" means a retirement plan or system that is established by or pursuant to title 38. All offerors must select one of the following: X My company does not participate in, and agrees not to participate in during the term of the contract a boycott of Israel in accordance with A.R.S. §35-393.01. I understand that my entire response will become public record in accordance with A.A.C. R2-7-C317. My company does participate in a boycott of Israel as defined by A.R.S. §35-393.01. :

By submitting this response, proposer agrees to indemnify and hold the State, its agents and employees, harmless from any claims or causes of action relating to the State’s action based upon reliance on the above representations, including the payment of all costs and attorney fees incurred by the State in defending such an action.

HDA Architects, LLC Company Name Signature of Person Authorized to Sign 459 N. Gilbert Rd., Suite C-200 Pete Barker

Address Printed Name Gilbert AZ 85234 Principal in Charge City State Zip Title

End of Attachment 3-E

PART 4 of the Solicitation Documents: Offer Forms (Attachments) Date: February 7, 2017 Page 24 of 35 4

Available online at: Procure.AZ.gov

Request for Qualifications Arizona Department of Solicitation No. Administration ADSPO17-00006796 State Procurement Office Description: 100 N 15th Ave., Suite 201 2017 Annual Professional Services List Phoenix, AZ 85007

Attachment 4 Pricing Sheet

RESERVED FOR AWARDED DESIGN PROFESSIONAL SERVICE ORDER CONTRACT

End of Attachment 4

PART 4 of the Solicitation Documents: Offer Forms (Attachments) Date: February 7, 2017 Page 25 of 35 4

Available online at: Procure.AZ.gov

Request for Qualifications Arizona Department of Solicitation No. Administration ADSPO17-00006796 State Procurement Office Description: 100 N 15th Ave., Suite 201 2017 Annual Professional Services List Phoenix, AZ 85007

Attachment 5-A Confidential Information Designation

All materials submitted as part of a response to a solicitation are subject to Arizona public records law and will be disclosed if there is an appropriate public records request at the time of or after the award of the contract. Recognizing there may be materials included in a solicitation response that are proprietary or a trade secret, a process is set out in A.A.C. R2-7-103 (copy attached) that will allow qualifying materials to be designated as confidential and excluded from disclosure. For purposes of this process the definition of “trade secret” will be the same as that set out in A.A.C. R2-7-101(52). Complete this form return it with your Offer along with the appropriate supporting information to assist State in making its determination as to whether any of the materials submitted as part of your Offer should be designated confidential because the material is proprietary or a trade secret and therefore not subject to disclosure. STATE WILL NOT CONSIDER ANY MATERIAL IN YOUR OFFER “CONFIDENTIAL” UNLESS DESIGNATED ON THIS FORM.

Check one of the following – if neither is checked, State will assume that as equivalent to “DOES NOT”:

This response DOES NOT contain proprietary or trade secret information. I understand that my entire Xresponse will become public record in accordance with A.A.C. R2-7-C317. This response DOES contain trade secret information because it contains information that: 1. Is a formula, pattern, compilation, program, device, method, technique or process, AND 2. Derives independent economic value, actual or potential, from not being generally known to, and not being readily ascertainable by proper means by, other persons who can obtain economic value from its disclosure or use; AND 3. Is the subject of efforts by myself or my organization that are reasonable under the circumstances to maintain its secrecy.

NOTE: Failure to attach an explanation may result in a determination that the information does not meet the statutory trade secret definition. All information that does not meet the definition of trade secret as defined by A.A.C. R2-7- 101(52) will become public in accordance with A.A.C. R2-7-C317. State may make its own determination on materials in accordance with A.A.C. R2-7-103. If State agrees with Offeror’s designation of trade secret or confidentiality and the determination is challenged, the undersigned hereby agrees to cooperate and support the defense of the determination with all interested parties, including legal counsel or other necessary assistance. By submitting this response, Offeror agrees that the entire Offer, including confidential, trade secret and proprietary information may be shared with an evaluation committee and technical advisors during the evaluation process. Offeror agrees to indemnify and hold State, its agents and employees, harmless from any claims or causes of action relating to State’s withholding of information based upon reliance on the above representations, including the payment of all costs and attorney fees incurred by State in defending such an action.

HDA Architects, LLC Offeror Company Name Signature of Authorized Person 459 N. Gilbert Road, Suite C-200 Pete Barker

Address Printed Name Gilbert AZ 85234 Principal in Charge

City State Zip Title PART 4 of the Solicitation Documents: Offer Forms (Attachments) Date: February 7, 2017 Page 26 of 35 4

Available online at: Procure.AZ.gov

Request for Qualifications Arizona Department of Solicitation No. Administration ADSPO17-00006796 State Procurement Office Description: 100 N 15th Ave., Suite 201 2017 Annual Professional Services List Phoenix, AZ 85007

ATTACHMENT 5-A SUPPLEMENTS: (Offeror to insert as required and list here or type “None” on first line. Offeror shall title any Supplement(s) with the same title as named herein and upload with offer.).

Document No. of Title Date pages Purpose in Offer 1. None x x x 2. Enter or delete row if not needed 3. Enter or delete row if not needed 4. Enter or delete row if not needed 5. Enter or delete row if not needed 6. Ente r or delete row if not needed 7. Enter or delete row if not needed

End of Attachment 5-A

PART 4 of the Solicitation Documents: Offer Forms (Attachments) Date: February 7, 2017 Page 27 of 35 4

Available online at: Procure.AZ.gov

Request for Qualifications Arizona Department of Solicitation No. Administration ADSPO17-00006796 State Procurement Office Description: 100 N 15th Ave., Suite 201 2017 Annual Professional Services List Phoenix, AZ 85007

Copy of A.A.C. R2-7-103 [Confidential Information] as was current at time of Solicitation issuance

PROVIDED FOR REFERENCE ONLY

A. If a person wants to assert that a person's offer, specification, or protest contains a trade secret or other proprietary information, a person shall include with the submission a statement supporting this assertion. A person shall clearly designate any trade secret and other proprietary information, using the term "confidential". Contract terms and conditions, pricing, and information generally available to the public are not considered confidential information under this Section. B. Until a final determination is made under subsection (C), an agency chief procurement officer shall not disclose information designated as confidential under subsection (A) except to those individuals deemed by an agency chief procurement officer to have a legitimate state interest. C. Upon receipt of a submission, an agency chief procurement officer shall make one of the following written determinations: 1. The designated information is confidential and the agency chief procurement officer shall not disclose the information except to those individuals deemed by the agency chief procurement officer to have a legitimate state interest; 2. The designated information is not confidential; or 3. Additional information is required before a final confidentiality determination can be made. D. If an agency chief procurement officer determines that information submitted is not confidential, a person who made the submission shall be notified in writing. The notice shall include a time period for requesting a review of the determination by the state procurement administrator. E. An agency chief procurement officer may release information designated as confidential under subsection (A) if: 1. A request for review is not received by the state procurement administrator within the time period specified in the notice; or 2. The state procurement administrator, after review, makes a written determination that the designated information is not confidential. - - -

PART 4 of the Solicitation Documents: Offer Forms (Attachments) Date: February 7, 2017 Page 28 of 35 4

Available online at: Procure.AZ.gov

Request for Qualifications Arizona Department of Solicitation No. Administration ADSPO17-00006796 State Procurement Office Description: 100 N 15th Ave., Suite 201 2017 Annual Professional Services List Phoenix, AZ 85007

Attachment 5-B Conformance Statements

STATE WILL NOT CONSIDER ANY EXCEPTIONS UNLESS DESIGNATED ON THIS FORM. READ THE INSTRUCTIONS TO OFFERORS BEFORE TAKING ANY EXCEPTIONS – TAKING EXCEPTIONS CAN BE GROUNDS FOR STATE REJECTING YOUR OFFER IN EVALUATION.

CONFORMANCE TO THE INSTRUCTIONS: (PART 1 OF THE SOLICITATION)

Check one of the following – if neither is checked, State will assume that as equivalent to “YES”:

YES – Offeror acknowledges that it has read and understands the Solicitation Summary in Section 1-A X of the Solicitation Documents and the Instructions to Offerors in Section 1-B of the Solicitation Documents and the and attests that its Offer complies with both.

NO – Offeror acknowledges that it has read and understands the Solicitation Summary in Section 1-A of the Solicitation Documents and the Instructions to Offerors in Section 1-B of the Solicitation  Documents, and attests that its Offer complies with both EXCEPT FOR the exceptions listed in Attachment 5-B Supplement 1. CONFORMANCE TO THE CONTRACT TERMS AND CONDITIONS: (PART 2 OF THE SOLICITATION)

Check one of the following – if neither is checked, State will assume that as equivalent to “YES”: YES – Offeror acknowledges that it has read and understands the AIA Documents (for state agencies only), and Special Terms and Conditions and the Uniform Terms and Conditions, along with their Xrespective Exhibits and Appendices, in Part 2 of the Solicitation Documents and attests that its Offer complies with both. NO – Offeror acknowledges that it has read and understands the AIA Documents (for state agencies only), and Special Terms and Conditions and the Uniform Terms and Conditions, along with their respective Exhibits and Appendices in Part 2 of the Solicitation Documents and attests that its Offer complies with both EXCEPT FOR the exceptions listed in Attachment 5-B Supplement 2. CONFORMANCE TO THE TECHNICAL DOCUMENTS: (PART 3 OF THE SOLICITATION)

Check one of the following – if neither is checked, State will assume that as equivalent to “YES”: YES – Offeror acknowledges that it has read and understands the Requirements Document and the Compensation Document in Part 3 of the Solicitation Documents and attests that its Offer complies with Xboth.

NO – Offeror acknowledges that it has read and understands the Requirements Document and the Compensation Document, in Part 3 of the Solicitation Documents and attests that its Offer complies with both EXCEPT FOR the exceptions listed in Attachment 5-B Supplement 3. PART 4 of the Solicitation Documents: Offer Forms (Attachments) Date: February 7, 2017 Page 29 of 35 4

Available online at: Procure.AZ.gov

Request for Qualifications Arizona Department of Solicitation No. Administration ADSPO17-00006796 State Procurement Office Description: 100 N 15th Ave., Suite 201 2017 Annual Professional Services List Phoenix, AZ 85007

PART 4 of the Solicitation Documents: Offer Forms (Attachments) Date: February 7, 2017 Page 30 of 35 4

Available online at: Procure.AZ.gov

Request for Qualifications Arizona Department of Solicitation No. Administration ADSPO17-00006796 State Procurement Office Description: 100 N 15th Ave., Suite 201 2017 Annual Professional Services List Phoenix, AZ 85007

ATTACHMENT 5-B Supplement No. 1: Exceptions to Instructions

Article / Paragraph or Exhibit Reference Proposed Changes / Alternate Language Rationale for Proposed Change Section 1-A: Solicitation Summary x x x x x x x x x Section 1-B: Instructions to Offerors x x x x x x x x x

HDA Architects, LLC Company Name Signature of Person Authorized to Sign

PART 4 of the Solicitation Documents: Offer Forms (Attachments) Date: February 7, 2017 Page 31 of 35 4

Available online at: Procure.AZ.gov

Request for Qualifications Arizona Department of Solicitation No. Administration ADSPO17-00006796 State Procurement Office Description: 100 N 15th Ave., Suite 201 2017 Annual Professional Services List Phoenix, AZ 85007

ATTACHMENT 5-B Supplement No. 2: Exceptions to Contract Terms & Conditions

Article/ Paragraph or Exhibit Reference Proposed Changes / Alternate Language Rationale for Proposed Change Section 2-A: Special Terms & Conditions x x x x x x x x x x x x x x x

Article/ Paragraph or Appendix Reference Proposed Changes / Alternate Language Rationale for Proposed Change Section 2-B: Uniform Terms & Conditions X x x X x x X x x

Article/ Paragraph or Appendix Reference Proposed Changes / Alternate Language Rationale for Proposed Change Section 2-C: AIA Documents with AZ Modifications x x x x x x x x x

HDA Architects, LLC Company Name Signature of Person Authorized to Sign PART 4 of the Solicitation Documents: Offer Forms (Attachments) Date: February 7, 2017 Page 32 of 35 4

Available online at: Procure.AZ.gov

Request for Qualifications Arizona Department of Solicitation No. Administration ADSPO17-00006796 State Procurement Office Description: 100 N 15th Ave., Suite 201 2017 Annual Professional Services List Phoenix, AZ 85007

ATTACHMENT 5-B Supplement No. 3: Exceptions to Technical and Commercial

Article / Paragraph or Exhibit Reference Proposed Changes / Alternate Language Rationale for Proposed Change Section 2-A Scope of Work (Requirements Document) x x x x x x x x x x x x x x x Section 2-B: Compensation Document x x x x x x x x x x x x x X x

HDA Architects, LLC Company Name Signature of Person Authorized to Sign

End of Attachment 5-B

PART 4 of the Solicitation Documents: Offer Forms (Attachments) Date: February 7, 2017 Page 33 of 35 4

Available online at: Procure.AZ.gov

Request for Qualifications Arizona Department of Solicitation No. Administration ADSPO17-00006796 State Procurement Office Description: 100 N 15th Ave., Suite 201 2017 Annual Professional Services List Phoenix, AZ 85007

Attachment 5-C Insurance Evidence

RESERVED FOR AWARDED DESIGN PROFESSIONAL UPON SERVICE REQUEST

End of Attachment 5-C

PART 4 of the Solicitation Documents: Offer Forms (Attachments) Date: February 7, 2017 Page 34 of 35 4

Available online at: Procure.AZ.gov

Request for Qualifications Arizona Department of Solicitation No. Administration ADSPO17-00006796 State Procurement Office Description: 100 N 15th Ave., Suite 201 2017 Annual Professional Services List Phoenix, AZ 85007

Attachment 5-D Offer Checklist

STATE MAY DETERMINE YOUR PROPOSAL IS NON-RESPONSIVE IF YOU DO NOT SUBMIT ALL ATTACHMENTS.

DOCUMENT SUBMITTED

1. Attachment 1: Offer and Acceptance Form YES no

2. Attachment 2-A: Experience and Capacity YES no

3. Attachment 2-A: References YES no

4. Attachment 2-B: Organization Profile YES no

5. Attachment 3-A: Method Proposal – RESERVED FOR AWARD YES no

6. Attachment 3-B: Key Personnel Proposal YES no

7. Attachment 3-C: Proposed Subcontractors – RESERVED FOR AWARD YES no

8. Attachment 3-D: Performance Guarantee – RESERVED FOR AWARD YES no

9. Attachment 3-E: Israel Boycott Form YES no

10. Attachment 4: Pricing Sheet – RESERVED FOR AWARD YES, no

11. Attachment 5-A: Confidential Information Designation YES no

12. Attachment 5-B: Conformance Statements YES no

13. Attachment 5-C: Insurance Evidence – RESERVED FOR AWARD YES no

14. Attachment 5-D: Offer Checklist YES no

15. Excel File: Project Experience Number of Projects and Revenue YES no

16. Excel File: 2017 Professional Services List of Firms Services YES no

End of Attachment 5-D End of Part 4

PART 4 of the Solicitation Documents: Offer Forms (Attachments) Date: February 7, 2017 Page 35 of 35 4

Available online at: Procure.AZ.gov

BRIAN KOSKELLA Construction Administration

Brian joined HDA Architects, LLC in 2000. Immediately prior to that, he had served as an owner’s representative for a nationwide hospitality company, with complete responsibil- ity for projects all over the western United States. Prior to that, Brian had been in the general contracting industry in roles of project management and estimating. For a period of time, Brian held a “B” License and owned a general contracting firm.

Over the last 16 years with HDA, Brian has had responsibility for the field role on projects up to $100 million. Brian utilizes HDA’s “zero punch list” approach, to achieve a better product for the Owner.

EXPERIENCE SUMMARY • Renovations/Additions/Improvements 54 Education Business College - ASU • New Elementary Schools 6 Richland CC - Estimating • New Jr. High/Middle Schools 3 • New High Schools 6 Years of Experience • Charter Schools 2 41 Years Total 16 Years w/HDA RELEVANT PROJECT EXPERIENCE • Westar Elementary School Liberty Elementary SD • Administrative/Warehouse Facility Liberty Elementary SD • Ira A. Fulton Elementary School Chandler USD • Riggs Elementary School Chandler USD • Adora Trails Elementary School Chandler USD • Haley Knutson Elementary School Chandler USD • Seville Elementary School Chandler USD • CTA Freedom Elementary School Chandler USD • Mountain Trail Middle School Paradise Valley USD • Valley Academy Charter School Valley Academy • Rancho Mirage High School Palm Springs USD • Mountain Ridge High School Classroom Add. Deer Valley USD • Paradise Valley Moderniz. @ 5 Campuses Paradise Valley USD • Paradise Valley Moderniz. @ 7 Campuses Paradise Valley USD • Shadow Mountain High School Renova. Paradise Valley USD • Mountain Point High School Additions Tempe USD • Dr. James “Ted” Perry High School Chandler USD • Basha High School (CMAR) Additions Chandler USD • Fine/Performing Arts Building (CMAR) Xavier College Preparatory • Paradise Valley Network Operations Ctr. Paradise Valley • Carol G. Peck Primary School Alhambra ESD • Alhambra Kindergarten Center Alhambra ESD • Thomas Jefferson Classical Academy, NC Challenge Foundation • Pioneer Preparatory Academy Challenge Foundation • Xavier College Prep. - Fine/Performing Arts Center Catholic Diocese of Phoenix • Xavier College Prep. – Founders’ Hall Catholic Diocese of Phoenix • Camille Casteel High School Chandler Unified School District • Auxier Elementary School Chandler Unified School District BRUCE SCOTT, R.A. Principal in Charge

Mr. Scott joined HDA Architects, LLC in 1994 and became a Principal of the firm in 2000. With over 30 years experience in the architectural industry, Bruce brings a wide-ranging knowledge in the design of municipal, ecclesiastical, and educational facilities, as well as working with governmental agencies through the approval process. Bruce utilizes his knowledge and experience to oversee design team functions, coordinate project require- ments with engineering disciplines, and work with Owner’s representatives to develop programs and conceptual designs. Bruce will have hands-on, day-to-day involvement from project inception through project close-out. Bruce works with Owner representa- tives and design team members to develop innovative and state of the art ideas achieving cost effective solutions while still maintaining program requirements. Bruce has lead HDA Architect’s municipal and public safety architectural design efforts for the past 16 years, managing projects for various municipal clients throughout Arizona. Education Architectural Bruce’s responsibilities as Principal-In-Charge will include oversight of the project from Technology Degree, inception through Owner occupancy. He will assemble architectural and engineering de- sign and technical resources to ensure the project stays on budget and on schedule. 1986 • Bruce has 28 years experience focusing on the public sector. Ferris State • Bruce has been responsible for 18 of HDA’s public safety projects. University, MI • Managed 6 LEED Certified public safety projects (3 gold, 2 silver and 1 certified) RELEVANT PROJECT EXPERIENCE Registration/License RELEVANT PROJECT EXPERIENCE - PARKS Registered Architect • Gilbert Santan Basin Parks Concession/Restroom Town of Gilbert Arizona #27022 • McQueen Park Activity Center and Phase II Expansion Town of Gilbert • Gilbert Pools FCI Constructors • Library/Park & Recreation Center Addition City of Tolleson Years of Experience • Thorpe Regional Park Concession Building City of Flagstaff 30 Years Total • Activity Center Renovations City of Casa Grande 22 Years w/HDA • New Community Center Town of Fountain Hills • Parks & Recreation Maintenance Facility Town of Gilbert • Lindsay Road Field Operations Center Town of Gilbert • Gilbert Youth Soccer Association Center Town of Gilbert • Parks & Recreation Maintenance Facility Town of Gilbert • Queen Creek Fire Station No. 413 Town of Queen Creek

RELEVANT PROJECT EXPERIENCE - MUNICIPAL • Tolleson Police & Courts Facility LEED Silver City of Tolleson • Gilbert South Area Service Center (D-B) Town of Gilbert • Gilbert Public Safety Complex (D/B/B) Town of Gilbert • New Administration Building Fountain Hills San.Dist. • Phoenix Fire Station Nos. 61, 72 (D-B) LEED Gold City of Phoenix • Gilbert Fire Station No. 10 (D/B/B) LEED Gold Town of Gilbert • Gilbert Fire Stations Nos. 2, 3, 5, 6, 7, 8 (D-B) Town of Gilbert • Public Works Operation Facility Town of Gilbert • Downtown Tempe Fire Station No. 6 (D/B/B) City of Tempe • Flagstaff Fire Stations Nos. 1, 2, 3, 5 (D-B) City of Flagstaff • Donald N. Pearce Fire Station No. 575 (D-B) LEED Certified City of Maricopa • City Hall Historical Renovation City of Casa Grande • City Hall Renovation City of Tempe • Phoenix Fire Training Academy (D-B) LEED Certified/Silver City of Phoenix • Phoenix Fire Dispatch Center (CM@Risk) LEED Silver City of Phoenix • Greenfield Water Reclamation Plant Mesa/Gilbert/QC • 5MG Reclaimed Water Reservoir Town of Gilbert • Ocotillo Brine Reduction Plant Expansion City of Chandler PAUL HOLLAND, LEED-AP Principal in Charge

Paul joined HDA Architects in 1991. His professional experience in Arizona educational design began in May of 1980. Since then he has been continually involved in the de- sign and construction of numerous elementary and secondary facilities across dozens of school districts. He is proficient in a wide range of computer operations and runs the firm’s computer training program, which keeps others up-to-date on the latest technol- ogies.

Paul’s specialty is the development and implementation of “prototype” educational facil- ities. These prototypes utilize a standard floor plan and incorporate customized features for each particular district’s needs. Paul has completed numerous prototype schools for districts such as Gilbert Public Schools, Chandler Unified School District, and Coolidge Unified School District. These prototype models have also been modified and reused in the Deer Valley Unified and Alhambra Elementary School Districts. Education Bachelor of Architecture, EXPERIENCE SUMMARY 1977 • Master Plans/Programs 35 N. Dakota St. University • Renovations/Additions/Improvements 65 Bachelor of Science/ • New Elementary Schools 18 Architecture, 1976 • New Jr. High/Middle Schools 6 N. Dakota St. University • New High Schools 6 RELEVANT PROJECT EXPERIENCE Registration/License Registered Architect RELEVANT PROJECT EXPERIENCE Arizona #18917 • Heartland Ranch K-8 School Coolidge Unified School District New Mexico #4831 • Heartland Ranch K-8 School Distr. Alternatives Coolidge Unified School District • Coolidge K-8 at Heartland - Gymnasium Coolidge Unified School District Years of Experience • San Tan Foothills High School Coolidge Unified School District 38 Years Total • Playground Improvement Plans Coolidge Unified School District 24 Years w/HDA • New K-8 School No. 2 – Mountain Vista Coolidge Unified School District • West Elementary Additions Coolidge Unified School District • Willcox High School Campus Renovation Willcox Unified School District • Gilbert Public Schools Modernization Gilbert Public Schools • Campo Verde High School Gilbert Public Schools • Desert Ridge Jr. High & High School Gilbert Public Schools • Mesquite High School Gilbert Public Schools • Mountain Ridge High School Deer Valley USD • South Valley Junior High School Gilbert Public Schools • Spectrum Elementary School Gilbert Public Schools • Basha Elementary School Chandler Unified School District • Boulder Creek Elementary School Gilbert Public Schools • Settler’s Pointe Elementary School Gilbert Public Schools • Meridian Elementary School Gilbert Public Schools • Highland Park Elementary School Gilbert Public Schools • Quartz Hill Elementary School Gilbert Public Schools • West Wing Elementary School Deer Valley USD • Candeo School Candeo Schools PETER J. BARKER Principal in Charge

Pete Barker joined HDA Architects, LLC in 1990. His proven dedication and management capabilities have earned him the role of Principal of the firm.

Pete contributes a diverse range of experience to HDA Architects. His project hisotry in- cludes $30,000 remodel projects to a $135 million new educational campus. Pete’s proj- ect involvement includes: negotiations, bond assistance, land comparisons, all phases of design, bidding, project management, client contact, and quality control.

Pete has been involved in the design and construction of high schools, junior high/middle schools and elementary schools since 1995. This experience, coupled with Pete’s knowl- edge of SFB standards, is an invaluable asset to any client.

EXPERIENCE SUMMARY Education Architectural • Master Plans/Programs 38 Technology Degree, 1986 • Renovations/Additions/Improvements 90 Ferris State • New Elementary Schools 18 University, MI • New Jr. High/Middle Schools 6 • New High Schools 10 Registration/License • Charter Schools 6 Registered Architect Arizona #27022 RELEVANT PROJECT EXPERIENCE - EDUCATION PROJECTS • Rancho Mirage High School Palm Springs Unified School District Years of Experience • Snowline High School No. 2 Snowline Jt. Unified School District 30 Years Total • Lakeside High School Lake Elsinore Unified School District 22 Years w/HDA • Desert Ridge High School Gilbert Public Schools • Pinnacle High School Paradise Valley Unified School District • Pinnacle High School Classroom Additions Paradise Valley Unified School District • Basha High School Chandler Unified School District • Mountain Ridge High School Additions Deer Valley Unified School District • Apache Junction High School Admin. Add. Apache Junction Unified School District • Shadow Mountain High School Paradise Valley Unfiied School District • Performing Arts Renovation • Shadow Mountain High School Paradise Valley Unfiied School District • Science Additions and Renovations • Horizon High School Paradise Valley Unified School District • Performing Arts Addition/Renovation • Paradise Valley High School Additions Paradise Valley Unified School District • Basha High School Additions Chandler Unified School District • Scottsdale High School Master Plan Scottsdale Unified School District • CTE Renovations Chandler Unified School District RELEVANT PROJECT EXPERIENCE - MUNICIPAL PROJECTS • Downtown Tempe Fire Station No. 6 (D/B/B) City of Tempe • Flagstaff Fire Stations Nos. 1, 2, 3, 5 (D-B) City of Flagstaff • Donald N. Pearce Fire Station No. 575 (D-B) LEED Certified City of Maricopa • City Hall Historical Renovation City of Casa Grande • City Hall Renovation City of Tempe • Activity Center Renovations City of Casa Grande • New Community Center Town of Fountain Hills • Parks & Recreation Maintenance Facility Town of Gilbert • Lindsay Road Field Operations Center Town of Gilbert • Gilbert Youth Soccer Association Town of Gilbert PETER J. BARKER Principal in Charge

RELEVANT PROJECT EXPERIENCE - ROOFING PROJECTS • Sunrise Middle School Reroof Paradise Valley Unified School District • Horizon High School Reroof Paradise Valley Unified School District • Paradise Valley High School Reroof Paradise Valley Unified School District • Campobello High School Reroof Paradise Valley Unified School District • Paradise Valley High Cafeteria Reroof Paradise Valley Unified School District • Paradise Valley High Library Reroof Paradise Valley Unified School District • Paradise Valley High Auxiliary Gym Reroof Paradise Valley Unified School District • North Ranch Elementary Reroof Paradise Valley Unified School District • Broadmor Elementary School Reroof Tempe Elementary School District • Holdeman Elementary Reroof Tempe Elementary School District • Thew Elementary Reroof Tempe Elementary School District • Gilliland Middle School Reroof Tempe Elementary School District • Reroofing at District Office Tempe Union High School District • Desert Vista High School Reroof Tempe Union High School District • McClintock High School Reroof Tempe Union High School District • Tempe High School Tempe Union High School District • Reroofing at Mountain Pointe High School Tempe Union High School District • Toltec Middle School Reroof Toltec Elemenary School District • San Cavetano High School Reroof Santa Cruz Valley Unified School District • Rio Rico High School Reroof Santa Cruz Valley Unified School District PHILLIP JOHNS, LEED-AP BD+C LEED Architect

Mr. Johns joined HDA Architects, LLC in 2005 as a Project Manager with over 35 years of experience in this role. He holds architectural licenses in Arizona and California an is experienced in supervision of drafting personnel and coordinating various disciplines (civil, structural, HVAC, electrical, plumbing and landscaping) for commercial, industrial, and in- stitutional facilities. Phillip is knowledgeable with construction documents, building codes, disabled access requirements/ADA, and research and plan processing. Phil has been the LEED Accredited Professional for two projects, coordinating requirements with Owners and consulting engineers achieving the desired LEED Certification levels.

Phil’s experience includes work for the Town of Gilbert as well as other municipalities throughout Arizona. This experience also includes working with team members analyzing systems, materials and detail requirements to determine the most cost effective solutions meeting design guidelines.

Education As Project Architect and LEED Consultant, Phillip’s primary role will be to ensure a coordi- Bachelor of nated set of construction documents, which are prepared to the highest quality and meet Architecture, 1980 all project programming requirements. University of Arizona

Registration/License Registered Architect RELEVANT PROJECT EXPERIENCE Arizona #29389 • Gilbert Fire Stations No. 7 Town of Gilbert California #C15682 • Donald N. Pearce Fire Station No. 575 LEED Certified City of Maricopa Years of Experience • Flagstaff Fire Stations No. 2 City of Flagstaff 36 Years Total • Phoenix Fire Training Academy LEED Certified/Silver City of Phoenix 11 Years w/HDA • Rancho Mirage High School Palm Springs USD • Snowline High School Snowline Jt. USD • Pinnacle High School New Classroom Paradise Valley USD • Horizon High School Classroom Building Paradise Valley USD • Shadow Mountain High School Renovations/Improvements Paradise Valley USD • Sierra Vista Academy Additions Scottsdale USD • Newell Barney Jr. High Queen Creek USD • Ingleside Middle School Replacement Scottsdale USD • Queen Creek Middle School #4 Locker Room Renovation Queen Creek USD