WAIVER REQUEST FOR ALTERNATE PROCUREMENT METHODS Requesting Department: (AIDEA OR AEA) Date: Bid Waiver Number (FOR HQ USE ONLY) AIDEA 3f12t'1 8 Project Number(s): Estimated Price: Person to Contact (Project Manager Telephone Number): nfa $441,000 Mark Davis, 771-3880 Project Name: Economic Development Advisory Services SigW Part 1 - Type of Procurement Method: Competitive Sealed Bid El Competitive Sealed Proposal Limited Competition El Emergency Single Source Small Procurement Regardless of the contract amount, any purchase using Emergency, Single Source or Limited Competition procurement must be assigned a Bid Waiver Number and PART 6 of this form must be completed for each resulting contract. Part 2 - Specific description of procurement requirements to be waived: For example time of advertisement, public notice, selection process, record keeping, etc. Waiver requested to waive solicitation process from 3 AAC 109 Procurement Regulations. Part 3 - Project Description: Provide the following information: I) The contract requirements with attached schematics, planning documents, or narratives as appropriate. 2) A cost estimate that is linked to the contract requirements. Identify funding source: and ifFederally funded attach copy of Federal approval. 3) A time line depicting the project schedule from inception to completion. 4) List all agency Officials with oversight or supervisory responsibility for the project. Attach separate page(s) if necessary. 1. Oversight of the new Industry Development Team and working with other staff in promoting the business and economic development interests ofAlaska. 2. 40 months $8,000i?month travel expenses $441 ,000, RSA from DCCED 3. FY 19 4 months; FY20, 21, and 22 36 months for a Total 01?40 months 4. DCCED Commissioner Julie Anderson, AIDEA Executive Director Tom Boutin, AIDEA Project Manager Mark Davis Part 4 - Justi?cation: Provide the following information: 1)Need for services. 2) Reas0n(s) for agency?s inability to conform with standard procurement methods. 3) Statutory or Regulatory authorization (if other than budgetary process) for services. 4) Impact on project if waiver is not approved -- explain in detail. 5) Any other documentation} justi?cation the agency feels would be helpful in evaluating the request. Attach separate page(s) if necessary. 1. Penney Capital, Inc., a ?nancial services company, has extensive experience in connecting investors with opportunities in new business and industry development. Penney Capital, Inc. has a network of contacts in numerous business sectors, within and outside Alaska, that align with the goals of the Govemor?s New Industry Development Team. 2. This experience and extensive network will be invaluable in achieving the goals of the Team and bringing new business and development Opportunities to the state. This combination Of experience, background and networks is dif?cult to ?nd within Alaska. 3. Within Mission 4. Delay in implementing the Governor?s New Industry Development Team, and delay in achieving tangible results to the Govemor?s ?Open for Business" strategy. waiver (April 2012) Form 250026 Waiver Request Page 1 of 2 PART 5 Procurement Manager comments and recommendations: The services being requested are within Mission. Penney Capital, Inc. quali?cations and contacts make them an invaluable addition to the team. All interested parties agree to terms as represented in the RSA (attached) from DCCED to AIDEA. I recommend approval of this Waiver. Recommended: Approval Disapproval El Other Return for other/further action as noted above. Reviewed by: Signa e? . 37 Michele Hope, Interim Chief Procurement Of?cer Reviewed by: Signature: I Date: (xv EMMJJUW ?Lb Approved by: Tomas Boutin, AIDEA Executii/e Director Approved with conditions Disapproved Part 6 - Record of procurement: submit a completed copy of this entire form to the Chief Contracts Officer within 15 days of executing the contract. When multiple contracts are awarded under an emergency procurement, information pertaining to all contracts must be reported. Under such circumstances, attach additional information in the format below - for each contract. Complete a_ll of the following: (1) Name of Supplier or Contractor: (2) Their Zip Code: (3) Contract Amount: (4) Contract Identi?cation Number: (5) Contract Award Date: (6) Type Professional Service, Construction, Supplies, etc.): (7) Listing of services, products, construction (etc.) obtained: (8) If other vendors, suppliers or contractors submitted bids or proposals, list the number of these that were: Alaskan Bidders ?Out-of-State? Bidders it This PART 6 prepared by: Date: waiver {April 2012) Form 250026 Waiver Request Page 2 of 2 State of Alaska Reimbursable Services Agreement sawmill AMENDMENT Payment Process internal Exchange Trans (151') internal Trans Agreement mother Agency Check - AIDEA Not in IRIS Requesting Agency [El layer] Results Delivery Unit Component ADM ti Commerce. Community, it Econ Devi. Commissioner?s Ol?ce Commissioners Ollice 08-2019-0204 Servicing Agency {Seller} Results Delivery Unit Component ADN ll Commerce. Community. a Econ Devi. Alaska Development and Export Authority AIDEA Operations R5 01"" 25 I. Project or program title: FY19 Economic Development Advisory Services ii. The servicing agency agrees to provide the requesting agency with the following serviceis): [Answer who. what, where, when. any and how cost estimates are derived. Use attachment it necessary.) DCCED, Alaska Development and Export Authority(AiDEA) is to provide Economic Development Advisory Services by promoting new and existing industry growth, marketing, and opportunities within the state. AIDEA will retain a contractor to perform worlr on the New industry Development Team. and DCCED will reimburse for these services. Buyer Program Contactr'Phona Hannah Lager 907465-5533 seer Progra'n contacvemne Ill. Terms and mechanics of reimbursement: Buyer VendoriCustomer ii: UBCEDINT Payment upon approval Department of Commerce. Com?"m WWmeent Payment upon receipt of inter-agency billing Division of Administrative Services Payment upon completion oi senrice{s) MS: 0803 Other {Specify} Invoice with backup Altn: RSA Desk Commencement date Completion date Billing Email Address Phone# 3ili2019 53022019 9535mm 9014550489 iv. Servicing Agency cost based on: mllemized 0055 Di servicels} Pitt-MW DCost allocation schedule (description of allocation melhodology must be attached] it. Schedule of maximum costs to be incurred bythe Servicing Agency: Original Agreement Previous Amendmenlts) This Amendment Total Personal Services 5 5 0.00 Travel 5 0.00 Services I 44,000.00 5 5 5 44,000.00 Commodities 5 5 5 0.00 Capital Outlay 5 5 5 0.00 Grants and Bene?ts 5 3 0.00 Other 0.00 i 44,000.00 0.0_0 5 009 i 44 000.00 DSe-rvicing Agency may not change line items wilhoot approval oi Buyer Agency Vt. Budgeting and Accounting intormation Requesting Agency Authorization Capital Operating If Dperat'rrg. is item on inter-Agency Services Report? No Yes. on detailed Budget Page Financial coding to be charged yer Dept 00 AR 08010100? Fund 1004 Org Unit COMM Program Task Template Activity Location Function Exp Obj 3063' {Dpenltem or Doc Ice EN. or AJE) RSA 0390204 3 ?ne it: lot-is 5113 (FerriteReceipt-X40000 Federal funds No Yes. Amount Appropriation Cite SE01 SLA2018 P65 Federal Pass Through: YES END Appropriation Cite Federal No. Date funds lapse EW2019 Servicing Agency Authorization Setter VondorlCustomsr it Is this agreement using budgeted authorization? No . Yes Seller Dept Is item on Restricted Revenue Report? No gm. on detailed Budget Page AR {g??oofhnd?'?almg RR Program {?900/0 Other 590 Template AR Fund Org RR Program Other Template Vii: Approvals Gr Certi?cation: The buyer agency and seller agency agree to the terms and conditions above In addition, the buyer agency certi?es that suf?cient lunds are encumbered to pay this obligation orlhal there is sullicieol unencumbered balance In the appropriation cited to cover this obligation. i am aware that to knowineg make or allow lalse entries or atteralions on publrc record. or knowingly destroy. mutilate. suppress. conceal. remove or otherwise impair the verity. legiblity or availability or a public record constitutes tampering with public records punishable under AS 1?1 55 015020 Other disciplinary action maybe take up to and indu?rg dismissal A I Printed Name ApriiWitkerson.ASD Date 8/ 835i gpn'cy Authb?r' ignoture ?r Printed Name - Date d? i OER/Anthorized '5th {as applicable} Printed Name Date oz-ose tone Rev July 2015]