DAWYN R. HARRISON
County Counsel
By
MARGARET F. AMBROSE
Principal Deputy County Counsel
Public Works Division
MFA/bc:
Requested: 07/31/25
Revised: 10/22/25
ORDINANCE NO. 2025-0053
An ordinance amending Title 33 – Existing Building Code – of the Los Angeles County Code, to adopt and incorporate by reference the 202225 California Existing Building Code, with certain changes and modifications.
The Board of Supervisors of the County of Los Angeles ordains as follows:
SECTION 1. Chapters 2 through 5, 15, and 16, and Appendix A, Chapters A1, A3, A4, and A5, of this Title 33 of the Los Angeles County Code, which incorporate d by reference and modified portions of the 201922 California Existing Building Code, are hereby repealed.
SECTION 2. Chapter 1 is hereby amended to read as follows:
100 ADOPTION AND INCORPORATION BY REFERENCE
Except as hereinafter changed or modified, Sections 102 through 119 of Chapter 1 of Title 26 of the Los Angeles County Code are adopted and incorporated by reference into this Title 33 of the Los Angeles County Code as if fully set forth below, and shall be known as Sections 102 through 119 of Chapter 1 of Title 33 of the Los Angeles County Code.
Except as hereinafter changed or modified, Chapters 2 through 511, 14, 15, and 16, and Appendix A, Chapters A1, A3, A4, and A5, of that certain code known and designated as the 20222025 California Existing Building Code, as published by the California Building Standards Commission, are adopted and incorporated by reference into this Title 33, as if fully set forth below, and shall be known as Chapters 2 through HOA.105518009.9 2
511, 14, 15 and 16, and Appendix A, Chapters A1, A3, A4, and A5, of Title 33 of the Los Angeles County Code.
A copy of the 20222025 California Existing Building Code shall be at all times maintained by the Building Official for use and examination by the public.
SECTION 3. Section 302.6 is hereby added to read as follows:
302.6 Parapets and appendages.
302.6.1 General compliance. Whenever the Building Official determines by inspection that, as a result of inadequate construction or bracing to resist horizontal forces, an existing parapet or appendage attached to and supported by an exterior wall of a building is likely to become a hazard to life or property in the event of earthquake disturbance, and such parapet or appendage is not an immediate hazard or danger, as described in Section 102, the Building Official may provide the owner of the building or other person or agent in control of the building, where such parapet or other appendage exists, with a written notice specifying the hazards and the inadequacies of the construction or bracing. The owner of the building or other person or agent in control of the building shall, within 12 months from the date of such written notice, eliminate the hazard as set forth below. Any person receiving notice as set out in this Section may appeal, in the manner provided by Section 102.4, to the Building Board of Appeals.
HOA.105518009.9 3
302.6.2 Wall anchor. The parapet or appendage shall be removed and the remainder of the wall shall be anchored at the roof line, or it shall be reconstructed so that it will conform structurally as nearly as practicable to the requirements of Chapter 16 of the Building Code, or it shall be otherwise braced and strengthened in a manner satisfactory to the Building Official, so that it will resist a reasonable degree of horizontal forces without becoming dislodged or at risk of falling. 302.6.3 Inspection of existing condition. Where, in the opinion of the Building Official, it is necessary to open a portion of a roof, wall, or ceiling of a building in order to determine the structural condition of any parapet or appendage, the Building Official may order the owner to make such opening, and the owner shall comply with said order at the owner's sole cost and expense.
SECTION 4. Section 302.7 is hereby added to read as follows:
302.7 Existing glass. Whenever the Building Official determines by inspection that an existing glass installation, in rooms having an occupant load of more than 100 persons or a means of egress serving an occupant load of more than 100 persons, as determined by Chapter 10 of the Building Code, is likely to become a hazard in the event of accidental human impact, as described in Section 2406.4 of the Building Code, and such installation does not comply with the provisions for glazing in such locations, the Building Official may provide the owner of the building or other person or agent in control of the building where such glazing exists with a written notice of such condition. The owner of the building or other person or agent in control of the HOA.105518009.9 4
building shall, within 90 days after receiving said notice, replace such glass or otherwise cause the installation to conform to the requirements of the Building Code.
SECTION 5. Section A401.2 is hereby amended to read as follows:
A401.2 Scope. The provisions of this cChapter apply tomay be used for voluntary seismic improvements to existing buildings of wood construction that contain residential occupancies and are assigned to Risk Category II, and where the structure has a soft, weak, or open-front wall line, and there exists one or more stories above.
SECTION 6. Section A403.1 is hereby amended to read as follows:
[BS] A403.1 General. Modifications required by the provisions in this c Chapter shall be designed in accordance with the California Building Code provisions for new construction, except as modified by this cChapter.
Exception: Buildings for which the prescriptive measures provided in Section A404 apply and are used.
Alteration of the existing lateral force-resisting system or vertical load-carrying system shall not reduce the strength or stiffness of the existing structure, unless the altered structure would remain in conformance to the bBuilding cCode and this c Chapter.
HOA.105518009.9 5
SECTION 7. Section A404.1 is hereby amended to read as follows:
[BS] A404.1 Limitation. These prescriptive measures shall apply only to two-story buildings and only when deemed appropriate by the codeBuilding oOfficial.
These prescriptive measures rely on rotation of the second floor diaphragm to distribute the seismic load between the side and rear walls around a ground floor open area. In the absence of an existing floor diaphragm of wood structural panel or diagonal sheathing at the top of the first story, a new wood structural panel diaphragm of minimum thickness of ¾ inch (19.1 mm) and with 10d common nails at 6 inches (152 mm) on center shall be applied. A California licensed architect or engineer shall demonstrate compliance with the requirements of Section A404.1 and shall approve and stamp the construction documents.
SECTION 8. Section A405.1 is hereby amended to read as follows:
[BS] A405.1 New materials. New materials shall meet the requirements of the California Building Code, except where allowed by this cChapter.
SECTION 9. Section A407.1 is hereby amended to read as follows:
[BS] A407.1 Structural observation.
Structural observation, in accordance with Section 1704.6 of the California Building Code, is required, regardless of seismic design category, height, or other conditions. Structural observation shall include visual observation of work for conformance to the approved construction documents and confirmation of existing conditions assumed during design.
HOA.105518009.9 6
SECTION 10. Section A407.3 is hereby amended to read as follows:
[BS] A407.3 Testing and inspection.
Structural testing and inspection for new construction materials, submittals, reports and certificates of compliance shall be in accordance with Sections 1704 and 1705 of the California Building Code. Work done to comply with this cChapter shall not be eligible for Exceptions 1, 2, or 3 of Section 1704.2 of the California Building Code or for the exception to Section 1705.13.2 of the California Building Code.
SECTION 11. The provisions of this ordinance contain various changes, modifications, and additions to the 2025 Edition of the California Existing Building Code.
Some of these changes are administrative in nature in that they do not constitute changes or modifications to requirements contained in the building standards published in the California Existing Building Code.
Pursuant to California Health and Safety Code sections 17958.5, 17958.7, and 18941.5, the Board of Supervisors hereby expressly finds that all of the changes and modifications to requirements contained in the building standards published in the California Building Standards Code contained in this ordinance are reasonably necessary because of local climatic, geological, or topographical conditions in the County of Los Angeles due to the potential for seismic activity in the region, topographical conditions that contribute to the spread of wild fires, and climatic conditions that impact air quality and increase the risk of wild fires. In addition, the Board of Supervisors expressly finds that the modifications herein are substantially equivalent to modifications that were previously filed by the County of Los Angeles and HOA.105518009.9 7
were in effect as of September 30, 2025. Without limiting the foregoing, the County makes additional findings herein:
EXISTING BUILDING CODE AMENDMENTS
CODE
SECTION CONDITION EXPLANATION
302.6.1 to 302.
6.3 Geologic The greater Los Angeles/Long Beach region is a densely populated area having buildings
constructed over and near a vast array of fault
systems capable of producing major earthquakes,
including, but not limited to, the 1994 Northridge
Earthquake. The purpose of the amendments is
to prevent inadequate construction or bracing to
increase resistance to horizontal forces, thus
minimizing hazards to life or property in the event
of an earthquake.
302.7 Geologic The greater Los Angeles/Long Beach region is a densely populated area having buildings
constructed over and near a vast array of fault
systems capable of producing major earthquakes,
including, but not limited to, the 1994 Northridge
Earthquake. The purpose of the amendment is to
minimize injuries caused by shattering glass in the
event of an earthquake.
A401.2 Geologic,
Administrative,
Voluntary
Appendix
The greater Los Angeles/Long Beach region is
situated over a vast array of earthquake fault
systems capable of producing major earthquakes,
including, but not limited to, the 1994 Northridge
Earthquake. The purpose of this amendment is to
provide voluntary building standards to
constituents that are performing seismic
retrofitting for existing structures.
A404.1 Administrative,
Geologic,
Voluntary
Appendix
The greater Los Angeles/Long Beach region is
situated over a vast array of earthquake fault
systems capable of producing major earthquakes,
including, but not limited to, the 1994 Northridge
Earthquake. The purpose of this amendment is to
provide voluntary building standards to
constituents that are performing seismic
retrofitting for existing structures. Due to these
factors, the County requires a licensed architect or
HOA.105518009.9 8
EXISTING BUILDING CODE AMENDMENTS
CODE
SECTION CONDITION EXPLANATION
engineer stamp and approval of the construction
documents.
SECTION 12. This ordinance shall become operative on January 1, 2026. [TITLE33EXISTBUILDCODE2025CSCC]
SECTION 13. This ordinance shall be published in The Daily Commerce a newspaper printed and published in the County of Los Angeles.
Chair
ATTEST:
Edward Yen
Executive Officer -
Clerk of the Board of Supervisors
County of Los Angeles
I hereby certify that at its meeting of November 25, 2025 the foregoing ordinance was adopted by the Board of Supervisors of said County of Los Angeles by the following vote, to wit:
Ayes Noes
Supervisors Hilda L. Solis Supervisors None
Holly J. Mitchell
Lindsey P. Horvath
Janice Hahn
Kathryn Barger
Effective Date: December 26, 2025
Operative
Date: January 6, 2026
Edward Yen
Executive Officer -
Clerk of the Board of Supervisors
County of Los Angeles
APPROVED AS TO FORM:
DAWYN R. HARRISON
County Counsel
By
Nicole Davis Tinkham
Chief Deputy County Counsel
S:\Ordinances\County Counsel\2025\2025-0053
CITY COUNCIL AGENDA REPORT
MEETING DATE: February 9, 2026 ITEM NO: 11A.
TO: Mayor and Members of the City Council
SUBJECT: Introduction of an Ordinance Amending the City's Fireworks Code FROM: Melissa Burke, Deputy City Manager
REVIEWED AND APPROVED BY:
HongDao Nguyen, City Attorney
Abel Avalos, City Manager
RECOMMENDATION:
Staff recommends the City Council, by motion:
1. Introduce, by title only, and waive full reading of Ordinance No. 26-982, an Ordinance of the City Council of the City of Artesia, California, Amending Chapter 2 (Fireworks) of Title 4 (Public Safety) Regarding Illegal Fireworks;
2. Find the ordinance exempt from CEQA under Sate CEQA Guidelines Sections 15060(c)(2),(3) 15061(b)(3); and
3. Approve the proposed administrative fines for fireworks violations and direct staff to bring back an adopting resolution to coincide with the adoption of Ordinance No. 26-982.
BACKGROUND:
The use of illegal fireworks in the region, and in the City of Artesia ("City"), has been an issue for several years. lllegal fireworks pose a serious threat to life and property. MySafe:LA, a nonprofit agency providing fire safety and community resilience, reports that nationwide, 19,500 fires related to fireworks are reported to fire departments every year, $105 million dollars in annual property damage caused by fireworks, an average of 9,100 fireworks injuries send people to the hospital each year, and each year fireworks kill an average of five people – often minor children. The United State Consumer Product Safety Commission also reported that deaths caused by fireworks increased 38 percent from 2023 to 2024, with 11 reported fatalities in 2024; and injuries caused by fireworks increased 52 percent from 2023 to 2024, with 14,700 people being treated in emergency rooms in 2024.
The City is continuously monitoring trends and changes in the region to combat the use of illegal fireworks. For several years, the City has increased deputy patrols for the weeks ahead and following the Fourth of July, and last year, the City hired Southwest Patrol to provide additional eyes and ears in the City in the weeks before and after the holiday. Overall, staff received positive feedback on the additional security patrol helping deter the use of illegal fireworks and will continue this effort in 2026. However, there is more that can be done to enforce against those that utilize or possess illegal fireworks.
The Artesia Municipal Code (AMC) sets forth rules and regulations for the use and sale of safe and sane fireworks and the prohibition of illegal fireworks. It is often difficult to determine who set off illegal fireworks, so it can be difficult to enforce penalties against perpetrators. Last year, the City of Bellflower and the City of Stanton strengthened their fireworks codes to create a mechanism of holding the property owner responsible for the use or possession of illegal fireworks on their property, even if they themselves did not purchase or set off the illegal fireworks. These "responsible person" codes hold the property owner responsible along with hefty fines if their guests and/or tenants are identified as using illegal fireworks on private property.
ANALYSIS:
Based off of the codes adopted in the cities of Bellflower and Stanton, staff is proposing changes to the City's fireworks code to outline the liability of a responsible person when illegal fireworks are used or found on their property. The proposed code amendment adds a new section "Violations - Strict Liability" to the Artesia Municipal Code within the Fireworks Code. The major change proposed is to define and create strict liability for "responsible persons" in the possession and/or use of illegal fireworks on private property. The code amendment includes language defining a responsible person to include "any responsible person who allows or invites others to gather on a parcel of property that the persons owns, possesses, or controls, or who organizes, supervises, officiates, conducts, controls or otherwise in charge of an activity on the property." The code amendment further provides that if illegal fireworks are discharged on public property that is immediately adjacent to a private property, there is a rebuttable presumption that the property owner is responsible for that violation. Sufficient evidence is important in all code enforcement cases and can include videos, photos, or an the eye witness account by an agent of the City such as law enforcement, code enforcement, or designees (such as Southwest Patrol). The responsible person will then be subject to administrative citations for such actions.
These changes mean if a property owner, or tenant has a party and invites people to their home or business, or if they have reasonable knowledge of such gathering taking place, and any of the guests bring and/or use illegal fireworks, the owner/tenant will be held responsible and will be subject to fines. The proposed ordinance does allow for an exception when the owner did not know about the possession and use of illegal fireworks, and immediately reports the perpetrators on their property to law enforcement. If proposed Ordinance No. 26-982 is approved, it will return for second reading on March 9, 2026, and become effective 30 days after, well in advance of July 4, 2026.
In addition to strengthening the language related to responsible persons, Staff also looked at the fines associated with illegal fireworks violations. In 2018, the City updated its Administrative Fines for code violations and created specific, more severe, fines for the violation of fireworks regulations. Per Resolution 18-2724, violation of the fireworks code results in an immediate fine of $1,000 for the first and each subsequent violation within a calendar year. The use of illegal fireworks poses a threat to both life and property, and warrants a severe penalty to deter individuals from violating the fireworks code. Based on a survey of neighboring cities, this fine is low and warrants an update. Additionally, staff has been monitoring larger fines issued in other cities and learned that a number of those had been challenged. Based on this research, Staff is recommending raising the specific fines for fireworks violations while continuing to treat each incident as one violation (vs. each firework being a violation). Below is a comparison of the existing fines and Staff's recommended changes for fireworks violations in a 12-month period:
Violation Number Current Fines Proposed Fines
First Violation $1,000 $2,000
Second Violation $1,000 $3,500
Third and subsequent
violations $1,000 $5,000
If Ordinance No. 26-982 is adopted, administrative citations may be issued to the person found setting off or possessing fireworks and the person responsible for the property, itself. These new, higher fines, are meant to deter individuals from using illegal fireworks and deter responsible persons from allowing the use of illegal fireworks on private property. If the Council agrees with the proposed increases to the administrative citations for fireworks violations, staff will prepare a resolution to update the administrative citations associated with illegal fireworks be presented to the City Council on March 9, 2026 in conjunction with the second reading and adoption of the fireworks code amendment. This action will enable both the code amendment and new fines to be in place before the Fourth of July holiday this year.
FISCAL IMPACT:
There is no fiscal impact associated with the introduction of Ordinance No. 26-982.
RECOMMENDED COUNCIL ACTION:
Staff recommends the City Council, by motion:
1. Introduce, by title only, and waive full reading of Ordinance No. 26-982, an Ordinance of the City Council of the City of Artesia, California, Amending Chapter 2 (Fireworks) of Title 4 (Public Safety) Regarding Illegal Fireworks;
2. Find the ordinance exempt from CEAQ under Sate CEQA Guidelines Sections 15060(c)(2),(3) 15061(b)(3); and
3. Approve the proposed administrative fines for fireworks violations and direct staff to bring back an adopting resolution to coincide with the adoption of Ordinance No. 26-982.
Attachments
Ordinance 26-982 - Fireworks Code Amendment.pdf
ORDINANCE NO. 26-982
AN ORDINANCE OF THE CITY COUNCIL OF ARTESIA,
CALIFORNIA, REVISING CHAPTER 2 (FIREWORKS) OF
TITLE 4 (PUBLIC SAFETY) OF THE ARTESIA MUNICIPAL
CODE REGARDING ILLEGAL FIREWORKS
WHEREAS, the City of Artesia (“City”), in the exercise of its police power, has the authority to enact all ordinances in furtherance of the public health, safety, and welfare; WHEREAS, the City is statutorily authorized to regulate the permitting and selling of safe and sane of fireworks pursuant to Health and Safety Code sections 12541 and 12640;
WHEREAS, the City’s Municipal Code currently prohibits the sale, possession, and use of illegal fireworks to protect the health, safety and welfare of life and property; WHEREAS, the City Council has identified that the discharge of illegal fireworks as an extreme danger and nuisance, and finds that there should be an increase in enforcement and penalties for the discharge of illegal fireworks, particularly dangerous fireworks;
WHEREAS, according to the Los Angeles Fire Department, each year, thousands of people, many of them children, are burned, blinded, and even disfigured by fireworks.
In addition, fireworks causes fires that cost us millions of dollars in property loss (https://fire.lacounty.gov/fireworks-safety-and-july-4th-celebration-information/; see also, “Illegal fireworks lab connected to massive California explosion is raided, spurring school evacuations,” LA Times, Oct. 28, 2025, https://www.latimes.com/california/story/2025- 10-28/students-evacuated-as-law-enforcement-raids-illegal-fireworks-lab-in-east-l-a; “Deadly Fourth of July holiday: 3 killed in SoCal due to fireworks,” NBC Los Angeles, Jul. 6, 2025, https://www.nbclosangeles.com/news/local/deadly-fourth-of-july-holiday-3- killed-in-socal-due-to-firework-mishaps/3739250/; “Fireworks explosion in Pacoima turns deadly after multiple homes set on fire,” ABC7 Los Angeles, July 5, 2025, https://abc7.com/post/fire-crews-battling-residential-involving-active-fireworkspacoima/16945427/); WHEREAS, City law enforcement and code enforcement face challenges identifying and citing violators who explode dangerous fireworks in the City. To increase enforcement mechanisms, the City desires to adopt a “social host” regulation that would make the property owner or person in charge of a property strictly liable when any person sells, possesses, ignites, explodes, projects, or otherwise fire or make use of fireworks on the property owned by such person in violation of the City’s ordinances; WHEREAS, dangerous fireworks pose an extreme threat of fire and injury to the subject property, surrounding properties, individuals, and the general public. The proposed amendments to the City’s fireworks ordinance are intended to impose strict administrative and civil liability upon the violator and the property owner or person in charge of a property;
WHEREAS, thus, the City wishes to amend the Municipal Code to further protect against the use of illegal fireworks, particularly dangerous fireworks.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF ARTESIA DOES ORDAIN AS FOLLOWS:
SECTION 1. Incorporation of Recitals. The recitals above are each incorporated by reference and adopted as findings by the City Council.
SECTION 2. CEQA. The City Council finds that this Ordinance is exempt from the California Environmental Quality Act ("CEQA") because the Ordinance does not qualify as a “project” under CEQA and because the Ordinance will not result in a direct or reasonably foreseeable indirect physical change in the environment. (State CEQA Guidelines section 15060, subd. (c)(2), (3).) Section 15378 of the State CEQA Guidelines defines a project as the whole of an action, which could potentially result in either a direct physical change, or reasonably foreseeable indirect physical change, in the environment.
Here, the Ordinance will not result in any construction or development, and it will not have any other effect that would physically change the environment. The Ordinance therefore does not qualify as a project subject to CEQA.
In the alternative, even if the Ordinance did qualify as a “project” under CEQA, it would be exempt from CEQA under State CEQA Guidelines section 15061(b)(3), which exempts projects from CEQA “[w]here it can be seen with certainty that there is no possibility that the activity in question may have a significant effect on the environment.” Thus, even if the Ordinance could result in some physical change in the environment, the Ordinance is exempt from CEQA because it can be seen with certainty that there is no possibility that the Ordinance may have a significant effect on the environment. The Ordinance relates to the temporary sale of fireworks on City property, and therefore will not result in an significant effect on the environment.
SECTION 3. Code Amendment. Sections of Chapter 2 (Fireworks) of Title 4 (Public Safety) and Chapter 7 of Title 8 are amended as shown in the attached Exhibit A of this Ordinance. Exhibit A is incorporated herein by reference.
SECTION 4. Effective Date. This Ordinance shall become effective 30 days after adoption.
SECTION 5. Severability. Should any provision of this Ordinance, or its application to any person or circumstance, be determined by a court of competent jurisdiction to be unlawful, unenforceable or otherwise void, that determination shall have no effect on any other provision of this Ordinance or the application of this Ordinance to any other person or circumstance, and, to that end, the provisions hereof are severable.
The City Council of the City of Artesia declares that it would have adopted all the provisions of this Ordinance that remain valid if any provisions of this ordinance are declaredinvalid.
SECTION 6. Adoption, Certification, and Publication. The City Clerk of the City of Artesia shall certify the passage and adoption of this Ordinance and shall cause the same, or a summary thereof, to be published and/or posted in the manner required by law.
SECTION 7. Record of Proceedings. The documents and materials associated with this ordinance that constitute the record of proceedings on which these findings are based are located at 18747 Clarkdale Avenue, Artesia, California, 90701. The City Clerk is the custodian of the record of proceedings.
PASSED, APPROVED AND ADOPTED by the City Council of the Artesia, California, at a regular meeting of the City Council held on the 9th day of March, 2026. ______________________________
RENE TREVINO, MAYOR
ATTEST:
__________________________________
JENNIFER ALDERETE, CITY CLERK
APPROVED AS TO FORM:
__________________________________
HONGDAO NGUYEN, CITY ATTORNEY
Exhibit A to Ordinance No. 26-982
CHAPTER 2
FIREWORKS
Additions to text marked with underline, deletions marked with strikethrough. § 4-2.101. Safe and Sane Fireworks Permitted. Intent and Purpose This chapter shall govern the sale, offer for sale, use, discharge, firing, storage, handling, and use or possession of fireworks. It is unlawful for any person to sell, offer for sale, have in their possession, store, fire, set off, discharge or use, or cause or permit to be sold, offered for sale, stored or possessed by such person, fired, set off, discharge or use, any fireworks unless such fireworks are classified as “safe and sane” by the State Fire Marshal (referred to as “safe and sane fireworks” in this chapter) and unless all terms and provision of the State Fireworks Law contained in Part 2 of Division 11 of the Health and Safety Code of the State of California and all provisions of this chapter are complied with.
Nothing herein contained shall prohibit the public display of fireworks as authorized by Section 4-2.105 (c) of this chapter subject to the terms and provisions of State Fireworks Law.
Notwithstanding the provisions of the Fire Code of the City of Artesia, adopted and found in Chapter 7 of Title 8 of this Code, safe and sane fireworks, as defined in Section 12529 of the California Health and Safety Code, may be sold and discharged in the City pursuant to the provisions of this chapter and not otherwise.
§ 4-2.102. Violation – Strict Liability
(a) Violations of this chapter are strict liability offenses regardless of intent or personal knowledge of any other persons engaging in any violation of this chapter. Any person, firm, corporation or other entity that violates any portion of this chapter is subject to the enforcement provisions of Chapters 2 and 7 of Title 1 of this Code, unless otherwise stated.
(b) “Responsible person” as defined in Section 1-7.02 of this Code. For purposes of this Chapter, a “Responsible Person” also includes, but is not limited to, any responsible person who allows, permits, or invites others to gather on a parcel of property that the person owns, possesses, or controls, or who organizes, supervises, officiates, conducts, controls or is otherwise in charge of, an activity on the property, whether or not present during a violation(s), and who shall be liable for such violation(s). (c) Responsible Person Liability.
(1) A Responsible person is strictly liable for any violation of this chapter that occurs during a gathering on property that they own, possess, or control, or in the public right of way immediately adjacent to property that the responsible person owns, possesses, or controls, subject to subsection (c)(4), regardless of whether the responsible person is present at, or has knowledge of, the gathering.
(2) A responsible person is subject to administrative citation for any violation under this chapter, regardless of personal intent or awareness of the violations.
(3) It shall be unlawful and a responsible person shall be strictly liable when any person sells, possesses, ignites, explodes, projects, or otherwise fires or makes use of fireworks on the property owned by such responsible person or under the control of such responsible person in violation of this chapter, irrespective of whether the responsible person had the intent or knowledge of such violation or otherwise acted negligently.
(4) It is a rebuttable assumption that any prohibited act under this chapter conducted in the public right of way or any public property by any person is attributable to the responsible person where such violations are conducted immediately adjacent to the responsible person’s property. (5) In addition to any other penalties provided by law, any person who commits a violation of this chapter shall be subject to administrative fine(s) in an amount as adopted by Council resolution.
(6) A responsible person shall not be in violation of this section or responsible for the acts of others who violate this chapter if they seek immediate assistance from law enforcement or fire officials to report a violation of this chapter and before such violations are witnessed by law enforcement, code enforcement, or City Manager’s designee, or fire officials. (7) When a responsible person did not sell, possess, ignite, explode, project, or otherwise fire or make use of fireworks on the property, penalties under this chapter may be assessed against both the responsible person and the person who did sell, possess, ignite, explode, project, or otherwise fire or make use of fireworks on the property. Nothing in this chapter shall be interpreted to limit liability and penalties under any other violations present under this Code, state law, federal law, or any other applicable law, rule, provision, or regulation.
(8) Nothing in this section shall be interpreted to limit liability and penalties under any other violations present under this Code, state law, federal law, or any other applicable law, rule, provision, or regulation.
§ 4-2.109103. Parental Responsibility.
Pursuant to Section 1714.1(a) of the California Civil Code and to the extent permitted by that and any other applicable law, any act of a minor in the discharge of a firework that results in injury or death to another person or in any injury to the property of another shall be imputed to the parent or guardian having custody and control of the minor for all purposes of civil damages, and the parent or guardian having custody and control shall be jointly and severally liable with the minor for any damages resulting from the minor's act in an amount not to exceed $25,000 or such greater amount as allowed by law. Such damages may include restitution to the person injured or the owner of property whose property has been damaged.
§ 4-2.102104. Permits: Required.
No person shall offer for sale or sell at retail any fireworks of any kind in the City without having first applied for and received a permit therefor. Permits shall be issued on a first come first serve basis upon approval of permit applications submitted in compliance with Sections 4-2.103 and 4-2.104. No more than 10 permits shall be issued each year. § 4-2.103105. Permits: Applications; Accompanying Data. (a) Applications for the permits required by the provisions of Section 4-2.102 of this article shall be made in writing and shall:
(1) Be filed with the City Clerk by the second Tuesday in February of each year;
(2) Set forth the proposed location of the fireworks stands applied for; (3) Provide the principal and permanent meeting place of the applicant organization, the address of the meeting place and the day and time of the meeting;
(4) Provide the details of the intended charitable use of the proceeds from the sale of fireworks;
(5) Be accompanied by an assurance that if the permit is issued to the applicant, the applicant, shall indemnify the City and hold it harmless against any claims or damages related to the permit in a form approved by the City Attorney. Moreover, at the time of the receipt of such permit, the applicant shall deliver to the City Clerk insurance policies in the minimum amounts of $1,000,000 for the bodily injury or death of any one person, $1,000,000 for the bodily injury or death of two or more persons in any one occurrence, and $1,000,0000 for damages to property resulting from any one occurrence. Such policies shall designate the City an additional insured; (6) Include the applicants State Board of Equalization resale number; (7) Include the applicants retail fireworks license issued by the State Fire Marshal; and
(8) Include the signature of an authorized representative of the applicant attesting under penalty of perjury that the information contained in the application is true and correct. If there are any errors, omissions, or misstatements made on an application, then the City may, within its sole and absolute discretion, revoke a permit or deny the issuance of any future fireworks stand permit for that group or organization.
(b) Each application must be accompanied by:
(1) A permit application fee of $150, or such other amount as set by the City Council by resolution;
(2) Written approval from the landowner that the stand may operate at the selected location and a copy of the agreement with the fireworks supplier; (3) A diagram showing the exact location of the stand in relation to adjacent streets and any other structures on the lot or adjacent lots, and on-site traffic circulation;
(4) An application for a miscellaneous building permit for location and erection of a temporary structure, accompanied by the requisite permit fees as determined by a separate resolution of the City Council; (5) An application for an electrical permit for any stand using an electrical power source other than a portable generator, accompanied by the requisite permit fees as determined by separate resolution of the City Council; and (6) Be accompanied by a deposit of $150 to cover the cost of removing all litter and cleaning up the vacated location of the fireworks stand on or before 12:00 noon on July 18th. If the property is cleaned up and litter removed by then, the City will refund the deposit to the permit holder. If not, the City will cause the litter to be removed and the property to be cleaned up at the expense of the permittee. If litter removal and cleanup cost is less than the deposit, the City will refund the difference to the permittee. If the cost is greater, the permittee shall pay the difference to the City. § 4-2.104106. Prerequisites to Issuance of Permits.
(a) The permits required by the provisions of Section 4-2.102 of this article may be issued or denied in the discretion of the City and subject to other reasonable conditions as the City determines is necessary to protect public health, safety, and welfare. The following qualifications must be met in addition to other requirements set forth in this chapter or in the State Fireworks Code, before a permit may be issued:
(1) The City Clerk may issue permits to those organizations determined to be responsible, and organized and existing primarily for veteran, patriotic, welfare, civic betterment, or charitable purposes. Each organization shall have been organized and established in the City's postal area for a minimum of one year continuously preceding the filing of the application for the permit. (2) The applicant must be an organization that meets at least three of the following criteria:
(i) Has its principal and permanent meeting place in the City; (ii) Has a bona fide membership with at least 40% of members who either reside in the City, are employed in the City, or are owners or operators of a business or other establishment located in the City; (iii) Provides substantial services to organizations located in the City or to persons residing in the City.
(iv) Is a non-profit organization or tax-exempt association as recognized by the State of California or the Internal Revenue Code with 501(c)(3), 501(c)(4), or 501(c)(6) designation.
(b) In addition to the requirements set forth in Sections 4-2.103 and 104, applications for permits required by the provisions of Section 4-2.102 of this article shall be accompanied by:
(1) If applicable, a complete list of the organization's members' names, addresses and telephone numbers and other such necessary information declaring if members are employed in the City, or are owners or operators of a business or other establishment located in the City, as of the date of the application.
(2) Evidence of the organization providing substantial services to organizations located in the City or to persons residing in the City in the form of a narrative summary of the organizations work within the City.
(3) If applicable, copies of the non-profit's Articles of Incorporation, Articles of Association, Trust Indenture, Constitution, or other enabling document.
Bylaws may be considered an organizing document only if they are properly structured (includes name, purpose, signatures, and intent to form an organization).
(4) Any organization selected to sell fireworks at the Artesia Towne Center shall pay a commensurate amount of rent to the City as determined by the City Manager or designee for the allotted space. Such rent amount shall be paid to the City as a condition precedent to receiving a permit.
(c) There shall be no more than one stand per permittee. Only one permit shall be issued for any parent, principal, or master group or organization unless the City Council finds in a given case, because of the circumstances of the stand location or other factors, the intent of this chapter will not be defeated by issuing more than one permit. The intent of this requirement is to limit applicants, who otherwise qualify, to one permit as to each such parent or principal group or organization and to eliminate any one principal or parent group or association from having permits issued to associate, derivative, ancillary, subsidiary or support groups or entities. Nothing in this chapter shall prohibit more than one group or organization meeting all qualifications specified in this chapter from jointly applying for a fireworks permit. In such case, however, only a single permit will be issued. (d) Applicants for such permits shall be notified by the City Clerk of the granting or denial of their permit applications on or before April 1st of each calendar year. § 4-2.105107. Time Limits for the Sale and Discharge of Fireworks and Restrictions Applicable to City-owned Properties.
(a) Safe and sane fireworks, as defined in Section 12529 of the California Health and Safety Code, may be sold, fired, set off, or discharged or used in the City only during the period beginning at 12:00 noon on June 28 and ending at 9:00 p.m. on July 4 of each year. This time period shall be known as the "fireworks sales and discharge period." During the fireworks sales and discharge period, no fireworks shall be sold or discharged before 7:00 a.m. or after 10:00 p.m. on any day, except that fireworks shall not be sold after 9:00 p.m. on July 4th and shall not be discharged after 10:00 p.m. on July 4th.
(b) No person shall at any time sell, fire, set off, or discharge or use a firework, including, but not limited to, safe and sane fireworks, within City parks or on any lot or parcel of land owned by the City, including, but not limited to, property occupied by the Artesia City Hall, the Artesia Historical Museum, the Historic Fire Station, the Artesia Water Tower, City-owned parking lots, and on other City-owned properties in the City.
(c) Except as provided in Section (d) below, no person shall possess, store, transport, buy, offer to buy, sell, offer to sell, give, receive, fire, set off, discharge or use any firework not classified as safe and sane by the State Fire Marshal. (d) Exceptions. Notwithstanding the immediately preceding sentence, the sale of fireworks is permitted at the Artesia Towne Center as provided in Subsection (a), above. Moreover, the discharge of fireworks is permitted on a City sidewalk or street during the period provided in Subsection (a), above. The discharge of fireworks is also may be permitted in a City park or on City-owned property in the following instances:
(1) When conducted as part of a properly permitted public display of fireworks, as that term is defined in California Health and Safety Code Section 12524, or successor provision thereto. The City Council may contract with any person or business entity to provide such display for the benefit of the City upon terms and conditions deemed appropriate by the City Council;
(2) When conducted in connection with a film, television or theatrical production occurring within the City for which written permission of the City Manager, and any required permit, have been obtained;
(3) When conducted in connection with any educational demonstration being provided by the Los Angeles County Fire Department; or
(4) When conducted for any other purpose expressly authorized by law. § 4-2.106108. Use of Stands.
The following provisions shall govern the use of fireworks stands:
(a) Only organizations permitted pursuant to the provisions of this article shall operate the stand for which the permit was issued or share or otherwise participate in the profits of the operation of such stand.
(b) No person, other than individuals who are members of the permittee organization, or the wives, husbands, or adult children of such members, shall sell or otherwise participate in the sale of fireworks at such stands.
(c) No person shall be paid any consideration for selling or otherwise participating in the sale of fireworks at such stands.
(d) Sale of safe and sane fireworks shall be permitted only from within temporary fireworks stands, and such sales from any other building or structure are hereby prohibited. Such temporary stands shall be subject to the following:
(1) Fireworks stands shall not be located within 25 feet of any other building nor within 100 feet of any gasoline pump.
(2) Fireworks stands need not comply with the provisions of the Building Code of the City; provided, however, all stands shall be erected under the supervision of the Building Inspector who shall require that the stands be constructed in such a manner which will reasonably insure the safety of the attendants and patrons. Building and electrical permits shall be required, and inspections shall be made before such stands are used.
(3) No stand shall have a floor area in excess of 260 square feet. (4) Each stand in excess of 24 feet in length shall have at least two exits, and each stand in excess of 40 feet in length shall have at least three exits spaced approximately equal distances apart; provided, however, in no case shall the distance between exits exceed 24 feet.
(5) Each stand shall be provided with two, two and one-half (2 1/2) gallon "soda and acid" type fire extinguishers in good working order and easily accessible for use in case of fire.
(6) No fireworks stand shall be located in a City park or on City-owned property unless as expressly authorized herein.
(e) All weeds and combustible materials shall be cleared from the location of such stands a distance of at least 20 feet surrounding the stand. (f) "No Smoking" signs shall be prominently displayed on such fireworks stands. (g) Each stand shall have an adult watchman in attendance and in charge thereof when the stand is not being used for the sale or dispensing of fireworks. (h) Sales of fireworks shall not begin before 12:00 noon on June 28th and shall not continue after 9:00 p.m. on July 4th. During such sales period, fireworks shall not be sold before 7:00 a.m. nor after 10:00 p.m. on any day, except that no sales shall continue past 9:00 p.m. on July 4th.
(i) Each permittee shall remove or cause the removal of graffiti on a permittee's stand within 24 hours of permittee's actual or constructive notice of such graffiti, or within 24 hours of receipt of oral or written notice from the City of graffiti on the stand. (j) All unsold stock and accompanying litter shall be removed from the location of such stands on or before 12:00 noon on July 6th.
(k) Fireworks stands shall be removed from their temporary locations on or before 12:00 noon on July 11th, and all accompanying litter shall be cleared from such locations on or before such time and date.
(l) No fireworks shall be sold to a person who is under the age of 16 years. § 4-2.107109. Tie-in Location for Fireworks Stands Prohibited.
It is unlawful for any person to sell, provide, or distribute fireworks to a retail seller of safe and sane fireworks, on the condition that the retail seller of such fireworks shall sell or distribute such fireworks only from a fireworks stand location in which the provider has any interest, option or lease, or in any other manner to restrict the location of such fireworks stand.
§ 4-2.108110. Stands: Penalties for Violation; Suspension and Revocation.
Any person violating any provision of this article shall be subject to the punishment set forth in Chapter 2 of Title 1 of this Code. In addition, after one warning has been issued for a violation of this article, any subsequent violation for the same or similar offense shall subject the permittee to the suspension of the sale of fireworks for a period of 12 hours during which the stand would otherwise be open. Any third violation shall subject the permittee to revocation of the permit for the remaining sales period in that calendar year.
CITY COUNCIL AGENDA REPORT
MEETING DATE: February 9, 2026 ITEM NO: 11B.
TO: Mayor and Members of the City Council
SUBJECT: Goods Purchase Agreement with Romtec, Inc. for a Pre-Engineered Restroom Building Kit for Artesia Park in the Amount of $307,511.43
FROM: Edith Guerra, Parks and Recreation Manager
REVIEWED AND APPROVED BY:
Melissa Burke, Deputy City Manager
Jamie Murguia, Finance Manager
HongDao Nguyen, City Attorney
Abel Avalos, City Manager
RECOMMENDATION:
Staff recommends that the City Council approve, and authorize the City Manager to execute, a goods purchase agreement in the amount of $307,511.43 for the purchase of a pre-engineered restroom building kit from Romtec Inc.
BACKGROUND:
Artesia Park is a highly utilized community park that hosts daily recreational use, youth sports, and community special events. The existing main playground restroom facility ("facility") is approximately 20 feet wide and 40 feet long, with men's (three urinals and 1 toilet) and women's (two toilets) restrooms and a small storage area. Due to its age and configuration, the existing restroom presents ongoing maintenance challenges and does not adequately serve the needs of the community. Also, due to its configuration, renovation of the facility within the current footprint is not possible. Therefore, staff is recommending replacing the facility with a new, prefabricated restroom kit. The new kit has the space to create a fully American Disabilities Act compliant restroom building and will significantly improve accessibility and overall usability of the park for residents of all ages and abilities.
The demolition of the current facility, site preparation, and the construction and installation of a new building kit is considered a public project and is subject to bidding procedures. If a purchase is approved, Staff will finalize plans and bid the public works project out for completion as outlined in the timeline below.
ANALYSIS:
Staff reached out to a total of four companies to procure quotes for the prefabricated restroom building kit. Of the four, Green Flush and Boxx Modular did not respond to the request for a proposal. The City of Artesia ("City") received proposals from Romtec, Inc. ("Romtec") and Public Restroom Company. Public Restroom Company provided a quote that included the installation services along with the materials for the facility, and informed staff that they could not sell the materials without completing the installation. As this is a public works project, subject to a bidding process, their quote was not compliant. Romtec provided a quote for the sale of the prefabricated restroom kit without installation and demolition services, which would allow for a public works bidding process.
The proposal from Romtec includes professional design services and the supply of an engineered restroom building kit with an integrated storage area. Romtec will provide a full sealed plan set suitable for building permit review, fabricate the building components, and deliver the complete building material kit to Artesia Park. The proposed restroom structure is designed for durability, vandal resistance, and long-term maintenance efficiency.
The building will include split-face concrete masonry unit (CMU) walls, metal roofing, steel doors and frames, and vandal-resistant plumbing and electrical fixtures, all suitable for a high use public park.
Romtec holds an active Sourcewell Master Agreement for the design and supply of pre-engineered public facility structures. Sourcewell is a national government procurement cooperative that competitively solicits and awards contracts on behalf of its participating agencies. Romtec was awarded the master agreement with Sourcewell following a national competitive procurement process and it authorizes Romtec to provide the design, manufacture, and supply of permanent and modular restroom and shower facilities to participating public agencies. Use of this cooperative purchasing contract allows the City, as a Sourcewell member agency, to purchase the building kit directly from Romtec at pre-negotiated, competitively bid pricing. Cooperative purchasing through Sourcewell is permitted under state law and the City's purchasing policies. By utilizing the Sourcewell contract, the City benefits from:
Pricing established through a competitive procurement process Reduced administrative time and cost
Expedited project delivery
A 5% cooperative purchasing discount off standard Romtec pricing The Sourcewell contract ensures that pricing, terms, and conditions have been competitively evaluated, enabling the City to proceed with a direct purchase of the restroom building kit with confidence the purchase price of the kit is in the best interest of the City.
Once the contract for purchase is approved, Romtec can begin production of the design submittals for City review and approval. Once submittals are approved, Romtec can produce a sealed plan set to the City for building and safety review, along with production of the building materials which is expected to take 14 weeks. Staff anticipates the timeline below for completion of the project, if any items happen earlier than anticipated, the project completion will occur earlier.
Task Estimated Timeline
Romtec Design (Structure, Plumbing, Electrical) Submittals and Sealed Plan Set March 2026 Building and Safety Review/Plan Check and Approval and Building production begins March - May 2026 Bid Solicitation for Demo and Construction Contract late May 2026 Bid Award for Demo and Construction July 2026
Demo, Construction, and Building Delivery late July - August 2006 Project Completion Fall 2026
FISCAL IMPACT:
The Artesia Park Restroom Replacement project is included in the City Council-approved FY 26-30 Capital Improvement Project (CIP) Plan. The total cost of the purchase of the Romtec prefabricated restroom building design and supply kit is $307,511.43, which includes the Sourcewell discount and freight. Their is no impact to the General Fund. The $1.2 Million Social Program Agreement grant provided by Supervisor Janice Hahn's office funds $200,000 of this project. The remaining balance of $107,511.43 will be funded by Development Impact Fees as provided in the City's Capital Improvement Plan.
RECOMMENDED COUNCIL ACTION:
Staff recommends that the City Council approve, and authorize the City Manager to execute, the goods purchase agreement in the amount of $307,511.43 for the purchase of a pre-engineered restroom building kit from Romtec Inc.
Attachments
Goods Purchase Agreement - Romtec Bathroom.pdf
Sourcewell Master Agreement - Romtec 052725.pdf
1 65344.00045\44557043.1
CITY OF ARTESIA
GOODS PURCHASE AGREEMENT
This Goods Purchase Agreement (“Agreement”) is entered into as January 7, 2026, by and between the City of Artesia, a municipal corporation organized under the laws of the State of California with its principal place of business at 18747 Clarkdale Avenue, Artesia, California 90701 (“City”), and Romtec Inc., a corporation with its principal place of business at 18240 N Bank Rd, Roseburg, Oregon 97470 (“Supplier”).
City and Supplier are sometimes individually referred to as “Party” and collectively as “Parties” in this Agreement.
Section 1. DEFINITIONS.
A. “Goods” means all machinery, equipment, supplies, items, parts, materials, labor or other services, including design, engineering and delivery services, provided by Supplier as specified in Exhibit “A,” attached hereto and incorporated herein by reference.
B. “Delivery Date(s)” means that date or dates upon which the Goods is to be delivered to City, ready for approval, testing and/or use as specified in Exhibit “B.” Section 2. MATERIALS AND WORKMANSHIP.
When Exhibit “A” specifies machinery, equipment or material by manufacturer, model or trade name, no substitution will be made without City’s written approval.
Machinery, equipment or material installed in the Goods without the approval required by this Section 2 will be deemed to be defective material for purposes of Section 4.
Where machinery, equipment or materials are referred to in Exhibit “A” as equal to any particular standard, City will decide the question of equality. When requested by City, Supplier will furnish City with the name of the manufacturer, the performance capabilities and other pertinent information necessary to properly determine the quality and suitability of any machines, equipment and material to be incorporated in the Goods. Material samples will be submitted at City’s request.
Section 3. INSPECTIONS AND TESTS.
City shall have the right to inspect and/or test the Goods prior to acceptance. If upon inspection or testing the Goods or any portion thereof are found to be nonconforming, unsatisfactory, defective, of inferior quality or workmanship, or fail to meet any requirements or specifications contained in Exhibit “A,” then without prejudice to any other rights or remedies, City may reject the Goods or exercise any of its rights under Section 4.C. The inspection, failure to make inspection, acceptance of goods, or payment for goods shall not impair City’s right to reject nonconforming goods, irrespective of City’s failure to notify Supplier of a rejection of nonconforming goods or revocation of acceptance thereof or to specify with particularity any defect in 2 65344.00045\44557043.1
nonconforming goods after rejection or acceptance thereof.
Section 4. WARRANTY.
A. Supplier warrants that the Goods will be of merchantable quality and free from defects in design, engineering, material, and workmanship for a period of two (2) years, or such longer period as provided by a manufacturer’s warranty or as agreed to by Supplier and City, from the date of final written acceptance of the Goods by City as required for final payment under Section 7. Supplier further warrants that any services provided in connection with the Goods will be performed in a professional and workmanlike manner and in accordance with the highest industry standards.
B. Supplier further warrants that all machinery, equipment, or process included in the Goods will meet the performance requirements and specifications specified in Exhibit “A” and shall be fit for the purpose intended. City’s inspection, testing, approval, or acceptance of any such machinery, equipment, or process will not relieve Supplier of its obligations under this Section 4.B.
C. For any breach of the warranties contained in Section 4.A and Section
4.B, Supplier will, immediately after receiving notice from City, at the option of City, and at Supplier’s own expense and without cost to City:
1. Repair the defective Goods;
2. Replace the defective Goods with conforming Goods, F.O.B. City’s plant, office or other location of City where the Goods was originally performed or delivered; or
3. Repay to City the purchase price of the defective Goods.
If City selects repair or replacement, any defects will be remedied without cost to City, including but not limited to, the costs of removal, repair, delivery, and replacement of the defective Goods, and reinstallation of new Goods. All such defective Goods that are so remedied will be similarly warranted as stated above. In addition, Supplier will repair or replace other items of the Goods which may have been damaged by such defects or the repairing of the same, all at its own expense and without cost to City.
D. Supplier also warrants that the Goods are free and clear of all liens and encumbrances whatsoever, that Supplier has a good and marketable title to same, and that Supplier owns or has a valid license for all of the proprietary technology and intellectual property incorporated within the Goods. Supplier agrees to indemnify, defend, and hold City harmless against any and all third party claims resulting from the breach or inaccuracy of any of the foregoing warranties.
E. In the event of a breach by Supplier of its obligations under this Section 4, City will not be limited to the remedies set forth in this Section 4, but will have all the 3 65344.00045\44557043.1
rights and remedies permitted by applicable law, including without limitation, all of the rights and remedies afforded to City under the California Commercial Code.
Section 5. PRICES.
Unless expressly provided otherwise, all prices and fees specified in Exhibit “C,” attached hereto and incorporated herein by reference, are firm and shall not be subject to change without the written approval of City. No extra charges of any kind will be allowed unless specifically agreed to in writing by City’s authorized representative. The total price shall include (i) all federal, state and local sales, use, excise, privilege, payroll, occupational and other taxes applicable to the Goods furnished to City hereunder; and (ii) all charges for packing, freight and transportation to destination.
Section 6. CHANGES.
City, at any time, by a written order, and without notice to any surety, may make changes in the Goods, including but not limited to, City’s requirements and specifications. If such changes affect the cost of the Goods or time required for its performance, an equitable adjustment will be made in the price or time for performance or both. Any change in the price necessitated by such change will be agreed upon between City and Supplier and such change will be authorized by a change order document signed by City and accepted by Supplier.
Section 7. PAYMENTS.
A. As consideration for performance of the Work required herein, City agrees to pay Supplier the Total Contract Price of Three Hundred Seven Thousand, Five Hundred and Eleven Dollars and Forty-Seven Cents ($307,511.43) (“Total Contract Price”) provided that such amount shall be subject to adjustment pursuant to the applicable terms of this Contract or written change orders approved and signed in advance by City
B. Terms of payment, are net thirty (30) days, less any applicable retention, after receipt of invoice, or completion of applicable Progress Milestones. Final payment shall be made by City after Supplier has satisfied all contractual requirements. Payment of invoices shall not constitute acceptance of Goods.
C. If Progress Milestones have been specified in Exhibit “B,” then payments for the Goods will be made as the requirements of such Progress Milestones are met.
Progress payments for the Goods will be made by City upon proper application by Supplier during the progress of the Goods and according to the terms of payment as specified in Exhibit “B.” Supplier’s progress billing invoice will include progress payments due for the original scope of work and changes. Each “Item for Payment” shown in Exhibit “B” and each change order will be itemized on the invoice. Invoices for cost plus work, whether part of Exhibit “B” or a change order, must have subcontractor 4 65344.00045\44557043.1
and/or supplier invoices attached to Supplier’s invoice. Other format and support documents for invoices will be determined by City in advance of the first invoice cycle.
D. Payments otherwise due may be withheld by City on account of defective Goods not remedied, liens or other claims filed, reasonable evidence indicating probable filing of liens or other claims, failure of Supplier to make payments properly to its subcontractors or for material or labor, the failure of Supplier to perform any of its other obligations under the Agreement, or to protect City against any liability arising out of Supplier’s failure to pay or discharge taxes or other obligations. If the causes for which payment is withheld are removed, the withheld payments will be made promptly.
If the said causes are not removed within a reasonable period after written notice, City may remove them at Supplier’s expense.
E. Payment of the final Progress Milestone payment or any retention will be made by City upon:
1. Submission of an invoice for satisfactory completion of the requirements of a Progress Milestone as defined in Exhibit “B” and in the amount associated with the Progress Milestone;
2. Written acceptance of the Goods by City;
3. Delivery of all drawings and specifications, if required by City;
4. Delivery of executed full releases of any and all liens arising out of this Agreement; and
5. Delivery of an affidavit listing all persons who might otherwise be entitled to file, claim, or maintain a lien of any kind or character, and containing an averment that all of the said persons have been paid in full.
If any person refuses to furnish an actual release or receipt in full, Supplier may furnish a bond satisfactory to City to indemnify City against any claim or lien at no cost to City.
F. Acceptance by Supplier of payment of the final Progress Milestone payment pursuant to Section 7.E will constitute a waiver, release and discharge of any and all claims and demands of any kind or character which Supplier then has, or can subsequently acquire against City, its successors and assigns, for or on account of any matter or thing arising out of, or in any manner connected with, the performance of this Agreement. However, payment for the final Progress Milestone by City will not constitute a waiver, release or discharge of any claims or demands which City then has, or can subsequently acquire, against Supplier, its successors and assigns, for or on account of any matter or thing arising out of, or in any manner connected with, the performance of this Agreement.
5 65344.00045\44557043.1
Section 8. SCHEDULE FOR DELIVERY.
A. The time of Supplier’s performance is of the essence for this Agreement.
The Goods will be delivered in accordance with the schedule set forth in Exhibit “B.” Supplier must immediately notify City in writing any time delivery is behind schedule or may not be completed on schedule. In addition to any other rights City may have under this Agreement or at law, Supplier shall pay City the sum of $250 per item of Goods for each calendar day for which the item of Goods is unavailable beyond the scheduled delivery date(s) specified in Exhibit “B.”
B. In the event that the Goods are part of a larger project or projects that require the coordination of multiple contractors or suppliers, then Supplier will fully cooperate in scheduling the delivery so that City can maximize the efficient completion of such project(s).
Section 9. TAXES.
A. Supplier agrees to timely pay all sales and use tax (including any value added or gross receipts tax imposed similar to a sales and use tax) imposed by any federal, state or local taxing authority on the ultimate purchase price of the Goods provided under this Agreement.
B. Supplier will withhold, and require its subcontractors, where applicable, to withhold all required taxes and contributions of any federal, state or local taxing authority which is measured by wages, salaries or other remuneration of its employees or the employees of its subcontractors. Supplier will deposit, or cause to be deposited, in a timely manner with the appropriate taxing authorities all amounts required to be withheld.
C. All other taxes, however denominated or measured, imposed upon the price of the Goods provided hereunder, will be the responsibility of Supplier. In addition, all taxes assessed by any taxing jurisdiction based on Supplier property used or consumed in the provision of the Goods, such as and including ad valorem, use, personal property and inventory taxes, will be the responsibility of Supplier.
D. Supplier will, upon written request, submit to City written evidence of any filings or payments of all taxes required to be paid by Supplier hereunder.
Section 10. INDEPENDENT CONTRACTOR.
Supplier enters into this Agreement as an independent contractor and not as an employee of City. Supplier shall have no power or authority by this Agreement to bind City in any respect. Nothing in this Agreement shall be construed to be inconsistent with this relationship or status. All employees, agents, contractors or subcontractors hired or retained by the Supplier are employees, agents, contractors or subcontractors of the Supplier and not of City. City shall not be obligated in any way to pay any wage 6 65344.00045\44557043.1
claims or other claims made against Supplier by any such employees, agents, contractors or subcontractors or any other person resulting from performance of this Agreement.
Section 11. SUBCONTRACTS.
Unless otherwise specified, Supplier must obtain City’s written permission before subcontracting any portion of the Goods. Except for the insurance requirements in Section 13.A, all subcontracts and orders for the purchase or rental of supplies, materials or equipment, or any other part of the Goods, will require that the subcontractor be bound by and subject to all of the terms and conditions of the Agreement. No subcontract or order will relieve Supplier from its obligations to City, including, but not limited to Supplier’s insurance and indemnification obligations. No subcontract or order will bind City.
Section 12. TITLE AND RISK OF LOSS.
Unless otherwise agreed, City will have title to, and risk of loss of, all completed and partially completed portions of the Goods upon delivery, as well as materials delivered to and stored on City property which are intended to become a part of the Goods. However, Supplier will be liable for any loss or damage to the Goods and/or the materials caused by Supplier or its subcontractors, their agents or employees, and Supplier will replace or repair said Goods or materials at its own cost to the complete satisfaction of City. Notwithstanding the foregoing, in the event that the City has paid Supplier for all or a portion of the Goods which remains in the possession of Supplier, then City shall have title to, and the right to take possession of, such Goods at any time following payment therefor. Risk of loss for any Goods which remains in the possession of Supplier shall remain with Supplier until such Goods has been delivered or City has taken possession thereof. Supplier will have risk of loss or damage to Supplier’s property used in the construction of the Goods but which does not become a part of the Goods.
Section 13. INDEMNIFICATION.
A. Supplier shall defend, indemnify and hold the City, its officials, officers, employees, volunteers and agents free and harmless from any and all claims, demands, causes of action, costs, expenses, liability, loss, damage or injury, in law or equity, to property or persons, including wrongful death, in any manner arising out of or incident to any alleged acts, omissions, negligence or willful misconduct of Supplier, its officials, officers, employees, agents, subcontractors and subconsultants arising out of or in connection with the Goods or the performance of this Agreement, including without limitation the payment of all attorneys’ fees and other related costs and expenses except such loss or damage which was caused by the sole negligence or willful misconduct of the City.
7 65344.00045\44557043.1
B. Supplier’s defense obligation for any and all such aforesaid suits, actions or other legal proceedings of every kind that may be brought or instituted against the City, its officials, officers, employees, agents, or volunteers shall be at Supplier’s own cost, expense, and risk. Supplier shall pay and satisfy any judgment, award, or decree that may be rendered against City or its officials, officers, employees, agents, or volunteers, in any such suit, action, or other legal proceeding. Supplier shall reimburse City and its officials, officers, employees, agents, and/or volunteers, for any and all legal expenses and costs incurred by each of them in connection therewith or in enforcing the indemnity herein provided.
C. Supplier’s obligation to indemnify shall not be restricted to insurance proceeds, if any, received by the City, its officials, officers, employees, agents or volunteers.
Section 14. INSURANCE.
A. General. Supplier shall take out and maintain:
1. Commercial General Liability Insurance, of at least two million dollars ($2,000,000 per occurrence) and the general aggregate not less than four million dollars ($4,000,000) bodily injury, personal injury and property damage, at least as broad as Insurance Services Office Commercial General Liability most recent Occurrence Form CG 00 01;
2. Automobile Liability Insurance for bodily injury and property damage including coverage for owned, non-owned and hired vehicles, of at least one million dollars ($1,000,000) per accident for bodily injury and property damage, at least as broad as most recent Insurance Services Office Form Number CA 00 01 covering automobile liability, Code 1 (any auto);
3. Workers’ Compensation in compliance with applicable statutory requirements and Employer's Liability Coverage of at least $1,000,000 per occurrence; and
4. If Supplier is also the manufacturer of any equipment included in the Goods, Supplier shall carry Product Liability and/or Errors and Omissions Insurance which covers said equipment with limits of not less than one million dollars ($1,000,000).
B. Additional Insured; Primary; Waiver of Subrogation; No Limitation on Coverage. The policies required under this Section shall give City, its officials, officers, employees, agents or volunteers additional insured status. Such policies shall contain a provision stating that Supplier’s policy is primary insurance and that any insurance, selfinsurance or other coverage maintained by the City or any additional insureds shall not be called upon to contribute to any loss, and shall contain or be endorsed with a waiver of subrogation in favor of the City, its officials, officers, employees, agents, and 8 65344.00045\44557043.1
volunteers. The limits set forth herein shall apply separately to each insured against whom claims are made or suits are brought, except with respect to the limits of liability.
Requirements of specific coverage or limits contained in this section are not intended as a limitation on coverage, limits, or other requirement, or a waiver of any coverage normally provided by any insurance. Any available coverage shall be provided to the parties required to be named as additional insured pursuant to this Agreement.
C. Insurance Carrier. All insurance required under this Section is to be placed with insurers with a current A.M. Best’s rating no less than A:VII, licensed to do business in California, and satisfactory to the City.
D. Evidence of Insurance. Supplier shall furnish City with original certificates of insurance and endorsements effecting coverage required by the Agreement. The certificates and endorsements for each insurance policy shall be signed by a person authorized by that insurer to bind coverage on its behalf, and shall be on forms supplied or approved by the City. All certificates and endorsements must be received and approved by the City before delivery commences. The City reserves the right to require complete, certified copies of all required insurance policies, at any time.
E. Subcontractors. All subcontractors shall meet the requirements of this Section before commencing work. In addition, Supplier shall include all subcontractors as insureds under its policies or shall furnish separate certificates and endorsements for each subcontractor. All coverages for subcontractors shall be subject to all of the requirements stated herein.
F. Freight. Supplier shall ensure that third party shippers contracted by Supplier have adequate insurance coverage for the shipped Goods.
Section 15. LIENS.
A. Supplier, subcontractors and suppliers will not make, file or maintain a mechanic’s or other lien or claim of any kind or character against the Goods, for or on account of any labor, materials, fixtures, tools, machinery, equipment, or any other things furnished, or any other work done or performance given under, arising out of, or in any manner connected with the Agreement (such liens or claims referred to as “Claims”); and Supplier, subcontractor and suppliers expressly waive and relinquish any and all rights which they now have, or may subsequently acquire, to file or maintain any Claim and Supplier, subcontractor and suppliers agree that this provision waiving the right of Claims will be an independent covenant.
B. Supplier will save and hold City harmless from and against any and all Claims that may be filed by a subcontractor, supplier or any other person or entity and Supplier will, at its own expense, defend any and all actions based upon such Claims and will pay all charges of attorneys and all costs and other expenses arising from such Claims.
9 65344.00045\44557043.1
Section 16. TERMINATION OF AGREEMENT BY CITY.
A. Should Supplier at any time refuse or fail to deliver the Goods with promptness and diligence, or to perform any of its other obligations under the Agreement, City may terminate Supplier’s right to proceed with the delivery of the Goods by written notice to Supplier. In such event City may obtain the Goods by whatever method it may deem expedient, including the hiring of another contractor or other contractors and, for that purpose, may take possession of all materials, machinery, equipment, tools and appliances and exercise all rights, options and privileges of Supplier. In such case Supplier will not be entitled to receive any further payments until the Goods are delivered. If City’s cost of obtaining the Goods, including compensation for additional managerial and administrative services, will exceed the unpaid balance of the Agreement, Supplier will be liable for and will pay the difference to City.
B. City may, for its own convenience, terminate Supplier’s right to proceed with the delivery of any portion or all of the Goods by written notice to Supplier. Such termination will be effective in the manner specified in such notice, will be without prejudice to any claims which City may have against Supplier, and will not affect the obligations and duties of Supplier under the Agreement with respect to portions of the Goods not terminated.
C. On receipt of notice under Section 16.B, Supplier will, with respect to the portion of the Goods terminated, unless the notice states otherwise,
1. Immediately discontinue such portion of the Goods and the placing of orders for materials, facilities, and supplies in connection with the Goods,
2. Unless otherwise directed by City, make every reasonable effort to procure cancellation of all existing orders or contracts upon terms satisfactory to City; and
3. Deliver only such portions of the Goods which City deems necessary to preserve and protect those portions of the Goods already in progress and to protect material, plant, and equipment at the Goods site or in transit to the Goods site.
D. Upon termination pursuant to Section 16.B, Supplier will be paid a pro rata portion of the compensation in the Agreement for any portion of the terminated Goods already delivered, including material and services for which it has made firm contracts which are not canceled, it being understood that City will be entitled to such material and services. Upon determination of the amount of said pro rata compensation, City will promptly pay such amount to Supplier upon delivery by Supplier of the releases of liens and affidavit, pursuant to Section 7.D.
10 65344.00045\44557043.1
Section 17. FORCE MAJEURE
A. Supplier shall not be held responsible for failure or delay in shipping nor City for failure or delay in accepting goods described herein if such failure or delay is due to a Force Majeure Event.
B. A Force Majeure Event shall mean an event that materially affects a Party’s performance and is one or more of the following: (1) Acts of God or other natural disasters occurring at the project site; (2) terrorism or other acts of a public enemy; (3) orders of governmental authorities (including, without limitation, unreasonable and unforeseeable delay in the issuance of permits or approvals by governmental authorities that are required for the work); (4) pandemics, epidemics or quarantine restrictions; and (5) strikes and other organized labor action occurring at the project site and the effects thereof on the work, only to the extent such strikes and other organized labor action are beyond the control of Supplier and its subcontractors, of every tier, and to the extent the effects thereof cannot be avoided by use of replacement workers. For purposes of this section, “orders of governmental authorities,” includes ordinances, emergency proclamations and orders, rules to protect the public health, welfare and safety, and other actions of the City in its capacity as a municipal authority.
C. In the event of any such excused interference with shipments, City shall have the option either to reduce the quantity provided for in the order accordingly or to exercise its right of cancellation as set forth in this Agreement.
Section 18. MISCELLANEOUS PROVISIONS.
A. Delivery of Notices. All notices permitted or required under this Agreement shall be given to the respective parties at the following address or at such other address as the respective parties may provide in writing for this purpose:
CITY:
City of Artesia
18747 Clarkdale Ave.
Artesia, CA 90701
Attn: Abel Avalos, City Manager
With Copy To:
Edith Guerra, Parks & Recreation
Manager
SUPPLIER:
Romtec Inc.
18240 N Bank Rd,
Roseburg, Oregon 97470
Attn: Dayna Lewis, CFO
11 65344.00045\44557043.1
Such notice shall be deemed made when personally delivered or when mailed, forty-eight (48) hours after deposit in the U.S. Mail, first class postage prepaid and addressed to the party at its applicable address. Actual notice shall be deemed adequate notice on the date actual notice occurred, regardless of the method of service.
B. Assignment or Transfer. Supplier shall not assign or transfer any interest in this Agreement whether by assignment or novation, without the prior written consent of the City, which will not be unreasonably withheld. Provided, however, that claims for money due or to become due Supplier from the City under this Agreement may be assigned to a financial institution or to a trustee in bankruptcy, without such approval.
Notice of any assignment or transfer, whether voluntary or involuntary, shall be furnished promptly to the City.
C. Successors and Assigns. This Agreement shall be binding on the successors and assigns of the Parties.
D. Amendment; Modification. No supplement, modification, or amendment of this Agreement shall be binding unless executed in writing and signed by both Parties.
E. Waiver. No waiver of any default shall constitute a waiver of any other default or breach, whether of the same or other covenant or condition. No waiver, benefit, privilege, or service voluntarily given or performed by a Party shall give the other Party any contractual rights by custom, estoppel or otherwise.
F. Governing Law. This Agreement shall be governed by the laws of the State of California. Venue shall be in Los Angeles County.
G. Attorneys’ Fees and Costs. If any action in law or equity, including an action for declaratory relief, is brought to enforce or interpret the provisions of this Agreement, each Party shall pay its own attorneys’ fees.
H. Interpretation. Since the Parties or their agents have participated fully in the preparation of this Agreement, the language of this Agreement shall be construed simply, according to its fair meaning, and not strictly for or against any Party.
I. No Third Party Beneficiaries. There are no intended third party beneficiaries of any right or obligation assumed by the Parties.
J. Authority to Enter Agreement. Each Party warrants that the individuals who have signed this Agreement have the legal power, right and authority to make this Agreement and bind each respective Party.
12 65344.00045\44557043.1
K. Invalidity; Severability. If any portion of this Agreement is declared invalid, illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining provisions shall continue in full force and effect.
L. Counterparts. This Agreement may be signed in counterparts, each of which shall constitute an original.
M. City’s Right to Employ Other Suppliers. City reserves its right to employ other contractors in connection with the Goods.
N. Entire Agreement. This Agreement constitutes the entire agreement between the Parties relative to the Goods specified herein. There are no understandings, agreements, conditions, representations, warranties or promises with respect to this Agreement, except those contained in or referred to in the writing.
O. Electronic Signature. Each Party acknowledges and agrees that this Agreement may be executed by electronic or digital signature, which shall be considered as an original signature for all purposes and shall have the same force and effect as an original signature.
[SIGNATURES ON FOLLOWING PAGE]
13 65344.00045\44557043.1
SIGNATURE PAGE TO GOODS PURCHASE AGREEMENT
BETWEEN THE CITY OF ARTESIA
AND ROMTEC, INC.
IN WITNESS WHEREOF, the Parties hereto have executed this Agreement on the date first above written.
CITY OF ARTESIA
APPROVED BY:
Abel Avalos
City Manager
ATTESTED BY:
Jennifer Alderete
City Clerk
APPROVED AS TO FORM:
Best Best & Krieger LLP
City Attorney
ROMTEC, INC.
Signature
Name
Title
14 65344.00045\44557043.1
EXHIBIT A
SCOPE OF WORK/ GOODS SPECIFICATIONS
Section 1 – Romtec Scope of Work
1. Process – Start to Finish
Below is an outline of Romtec’s process for designing, producing, and delivering the building kit(s). This process may require the customer to release Romtec to begin production prior to receipt of final building permit(s).
A. Romtec Provides a Quote/Proposal
1. Customer will have 30 days to place a purchase order after receipt of the Romtec quote.
2. If the customer has not placed a purchase order within the time above, Romtec reserves the right to update pricing.
3. Romtec’s Quote/Proposal will include Credit Application and Project Information forms.
4. Depending on the nature and complexity of the project, Romtec’s Quote/Proposal may also include a proposed payment schedule.
Otherwise, a proposed schedule will be provided in the next step.
B. Customer Provides Signed Purchase Order, Completed Credit Application, and Completed Project Information form
1. Romtec and the customer will finalize the agreed payment schedule.
C. Romtec provides the full Scope of Supply and Design Submittal package (SSDS)
1. Romtec provides the SSDS in Romtec’s standard electronic submittal format.
2. The SSDS will include the building plan view and elevation drawings, product data sheets, and further details of the Romtec building. The SSDS supersedes this preliminary scope letter.
D. Customer reviews and comments on the SSDS
1. At this time, the SSDS should also be provided for review and comment by any other relevant entities, such as an end owner, installer, electrician, utility company, etc.
2. The SSDS typically does not contain final sealed plans and is NOT intended for review by the local building department (or other permitting authority) at this time.
3. Customer will have 45 days from purchase order date to approve the SSDS.
E. Customer Approves the SSDS and releases Romtec to begin production
1. The customer approves the SSDS and releases Romtec to begin production by signing the
submittal approval and Notice to Proceed on Production (NTP) forms included in the SSDS. Romtec
15 65344.00045\44557043.1
cannot begin production without a signed NTP form.
2. The customer’s approval of the SSDS is approval of the general building layout and relevant products/ materials. Romtec will provide sealed plans only AFTER the SSDS is approved.
3. Customer will have a maximum of ninety (90) days from the purchase order date to provide NTP. If the 90-day approval deadline is missed, Romtec reserves the right to update pricing at any time.
F. Romtec provides the Full Sealed Plan Set
1. After the customer has approved the SSDS, Romtec will provide the customer with the Full Sealed
Plan Set in Romtec’s standard electronic format (and no other, see Section 6.E.5 below). The full
plans are for review by the local building department (or relevant permitting authority).
2. The Full Sealed Plan Set will include all relevant calculations, and all architectural, mechanical,
structural, electrical, and plumbing plan sheets stamped by an architect or engineer licensed in the
state where the project is located.
3. Romtec’s standard plan size is 11”x17”.
G. The local building department reviews and comments on the Romtec plans
1. Romtec will revise and resubmit the Full Sealed Plan Set per comments from the local building department (or relevant permitting authority).
2. Romtec includes one revision of the Full Sealed Plan Set in response to building department
comments. Any comments that result in revisions of the sealed plans may result in a price
increase, especially if they affect items that are already in production.
H. The local building department approves the revised Romtec plans
1. Romtec will provide up to two (2) sets of the final, approved, forconstruction plans.
2. Romtec will complete production/manufacturing of the building package per the final approved plans.
I. Romtec delivers the completed building package
1. Romtec will package and palletize the completed building package, and then coordinate with the customer to deliver the package to the jobsite for construction by the installer.
2. Romtec’s warranty period begins.
2. Key Notes
A. Romtec is proposing to design and supply the structure defined herein.
Any changes or additions, including color selections, may result in a price change.
16 65344.00045\44557043.1
3. Romtec Scope of Materials Supply
A. Structure
1. Exterior walls: Concrete Masonry Units (aka CMU or “concrete blocks”), split-face, mortar joint.
a. Block color: Natural gray.
b. Exterior Walls: Anti-graffiti coating
2. Interior Wall Options
a. Cove base: Sanitary tile in white (restroom walls only).
3. Windows: Polycarbonate glazing with steel frames.
a. Steel window frames are powder coated black.
4. Doors, frames, and hardware: Steel, powder coated black. a. Hinges: Stainless steel, ball bearing.
b. Door Closer(s): Grade 1 heavy duty.
c. Door Locks: Grade 2 lever lock with latch guard.
d. Door Vents: Louvered, restroom doors only
5. Roof System
a. Glulam beams
i. Ceiling Finish: 2x6 tongue and groove decking.
b. Roofing Finish: Metal Panels
i. Fabral, 26-gauge, Horizon 16, standing seam.
ii. Color selected by owner from the manufacturer’s standard color chart.
B. Plumbing Fixtures and Accessories
1. Toilet(s): China porcelain, floor mount with manual lever flush valve(s).
2. Urinal: China porcelain, wall mount with manual lever flush valve.
3. Sink(s): China porcelain, wall mount with motion sensor, battery operated faucet(s).
4. Grab Bars: Stainless steel, wall mount.
5. Toilet Paper Dispenser(s): Stainless steel, wall mount, 3-roll capacity.
6. Paper Towel Dispenser(s): Stainless steel, wall mount.
7. Seat Cover Dispenser(s): Stainless steel, wall mount.
8. Soap Dispenser(s): Stainless steel, wall mount, automatic.
9. Drinking Fountain: Stainless steel, wall mount, non-refrigerated, bi-level with bottle filler and cane detector.
10. Restroom Partitions: HDPE
C. Electrical Fixtures
1. Exterior light fixtures
a. Wall mount, LED wall pack lights with built-in photocell.
2. Interior light fixtures
a. LED, 48”, ceiling mount, vapor tight.
b. Controlled by motion sensor.
3. Mechanical Exhaust: Inline fan(s), ducting, register(s).
4. Breaker Panel: 100 amp, single-phase, rain tight.
a. Sized for Romtec supplied equipment only.
17 65344.00045\44557043.1
4. Delivery, Storage, and Handling
A. Delivery Vehicle Size
1. Romtec’s delivery vehicles are vans or trucks with 53’ trailers, or the largest trailer up to 53’ that
is legally allowed to access the job site. Overall dimensions of the delivery vehicles are:
a. 70’ overall length
b. 102” wide
c. 168” high
B. Number of Deliveries
1. Romtec bases its freight quote on the optimal minimum number of deliveries. If the customer elects to increase the number of deliveries, it may result in additional freight charges.
2. Regardless of the number of deliveries, the customer is responsible for all offloading and related costs.
C. Delivery inspection
1. Romtec allows for five (5) business days for the customer to inspect and accept the delivered building package.
2. Any items not specifically rejected after five days are considered accepted.
5. Warranty and Limitations
A. Warranty
1. Please review the Romtec warranty by clicking the link below:
https://romtec.com/wp-content/uploads/2022/03/4.01-Romtec-Warranty2-28-22.pdf B. Disclaimers
1. Romtec passes along the manufacturer’s warranty for metal roofing.
Most metal roofing manufacturers intend for their roofing to be installed immediately upon delivery from the factory; otherwise, most have special storage requirements to validate their warranty. All project circumstances are different, and because Romtec cannot guarantee that metal roofing is installed within the timeframe allowed from the manufacturer or that the metal roofing will be stored at the jobsite according to the manufacturer’s requirements, Romtec does not include metal roofing in the overall Romtec building warranty.
2. Smooth face CMU block can have a significant variation in color and texture and should never be used as an architectural finish. Smooth face CMU block should always be either painted or have siding covering it.
Romtec does not guarantee uniform color or texture of block, nor claim that any aspect of block color or texture will remain stable over time. 18 65344.00045\44557043.1
Section 2 – Installer Scope (by others)
6. Scope of Supply and Services by Others
A. Overview
The following section includes an overview of items to be provided by others that are required to complete the installation of the Romtec building package.
1. Items in this section are typically provided by the installer, or, for projects where the installer is separate subcontractor of the general contractor and/or owner, some items are typically provided the contractor.
2. The items below are separated into installer items and contractor items. If the installer and contractor are the same entity, then that entity is responsible for all items in this section.
B. Installer Scope
The installer’s scope will generally consist of foundation/pad construction and building package assembly/construction.
1. Structural
The following structural components will be provided by the installer:
a. All materials, equipment and labor for footings and interior slabs. b. Latex epoxy paint wall finish.
c. Caulking.
d. Concrete sealant for flooring and CMU block exterior. e. Masonry (concrete) grout and rebar
f. If applicable, notch CMU block for bond beams, cut full blocks to create half blocks and grind blocks for fixture mounting purposes.
g. If applicable, cut stone veneer to achieve the required shapes necessary for installation.
h. Sealant for all exposed wood.
i. Typical fasteners such as nails, staples, and screws, and any other fasteners not included in product packaging.
j. Rain gutters and downspouts are supplied and installed by building installer.
2. Plumbing
The following plumbing components will be provided by the installer. a. Plumbing rough-in, installation and trim within 10’ of the building footprint.
b. All water and sewer piping and floor drains within the building footprint.
c. If required for wall mounted toilet(s), wall carriers.
3. Electrical
The following electrical components will be provided by the installer. a. Electrical rough-in, installation and trim within 10’ of the building footprint.
19 65344.00045\44557043.1
b. All switches and outlets that are not included with electrical products.
c. Note that all Romtec building designs include a spare conduit from the main power source to the main breaker panel. All conduits are supplied by the installer.
4. Other materials, equipment, and services
The following materials, equipment, and services are provided by the installer. a. Building package installation
b. All other items within the building footprint indicated on final plans or required by building codes to complete installation of the building package which are not specifically stated as supplied by Romtec or by another entity.
C. Contractor Scope
The contractor’s scope will generally consist of site preparation and grading, excavation for structures, backfill and/or structural backfill, and any site work or utility work outside the building package footprint.
1. Structural
The following items relative to the structural components will be supplied by the contractor:
a. All materials, equipment and labor for exterior slabs and sidewalks. b. If required, design and supply of gutters and downspouts is by the contractor, installer, or others. Romtec can show basic gutters and downspouts on the plans upon request.
2. Plumbing
The following plumbing components will be provided by the contractor. a. Incoming plumbing utilities to within 10’ of the building exterior. b. All water and sewer piping, drains, and valves external of the building footprint.
3. Electrical
The following electrical components will be provided by the contractor. a. Incoming electrical utilities to with 10’ of the building exterior. b. Electrical meter base and meter (or other incoming supply power source).
4. Other materials, equipment, and services
The following materials, equipment, and services are provided by the contractor. a. Site grading and/or asphalt
paving
f. Backflow check valves &
drain valves
b. Masonry pavers g. Freeze protection
c. Branch circuit breakers h. Landscaping
d. Fire alarm & fire
suppression equipment
i. Special inspection services
j. Permits and fees
20 65344.00045\44557043.1
e. Lighting equipment not
attached to the building
k. Site plans
l. Geotechnical reports
D. Delivery, Storage, and Handling
1. The installer and/or contractor will be responsible for all equipment and labor required for off-loading of the delivered building package onsite. This includes providing appropriate equipment, including but not limited to a forklift with minimum 8,000 lb. capacity and 6 ft. fork extension.
2. Installer or contractor shall comply with all handling instructions/recommendations provided by Romtec.
3. The installer and/or contractor will assume responsibility for adequate protection of delivered materials from weather, damage, and pilferage or all warranties, expressed or implied may be voided.
4. Do not throw away the Operations & Maintenance manuals that are provided by some
manufacturers in their product packaging. It is the responsibility of the installer and/or contractor to collect, maintain, and deliver to the owner.
E. Romtec General Exceptions/Exclusions
The following are items that Romtec does not provide as part of its standard products and services.
1. Site visits by Romtec staffl.
Note: If site visits are required, Romtec will issue a change order.
2. Unless otherwise stated, Romtec is not proposing to meet any Buy America standard (AIS, BABA, etc.) for materials.
3. Romtec’s proposed building design is based on the following standard design loads. These standard design loads are typical for many locations. Local design loads specific to this project may require changes to the building design, which may result in a price increase due to increased material costs. a. Roof Snow Load: 25 psf
b. IBC Seismic Design Category: C
c. Design Wind Speed: 110 mph
d. Allowable Soil Bearing: 1500 psf
e. Occupancy Type: U
f. Type: VB
5. Any site utility sizing shown on the Romtec plans is either based on design criteria provided by others or based on Romtec’s assumption of the appropriate sizing. Site utility sizing must be confirmed by the customer.
Romtec is not responsible for determining or confirming site utility sizing.
6. Romtec’s building plans have been approved by permitting authorities in hundreds of jurisdictions. Romtec’s plans will be provided in Romtec’s standard 21 65344.00045\44557043.1
format only. No elective formatting changes, product color selections, interior elevation drawings, equipment not supplied by Romtec, informational tables, formatting coordination with the plans by others, or any other formatting requests or customer directed elective changes will be made to or shown on the Romtec building plans.
7. To ensure timely delivery of the building package amid ongoing and industrywide disruptions to shipping, parts/materials availability, and lead times, Romtec reserves the right make equivalent or better substitutions at any time for any components that are not specifically required to match an exact brand/model.
8. Romtec does not provide LEED/CALGreen or similar compliance submittals, forms, or documentation as a standard service. Romtec can assist in providing information for products that may meet LEED/Green compliance standards, but Romtec does not provide or fill out LEED credit forms. Unless specifically included in Romtec’s proposal and quote, Romtec does not supply materials with the intent of meeting LEED/CALGreen or similar standards. Any changes due to compliance requirements may result in a price change and increased lead time.
9. Any CMU block plan(s) provided by Romtec are only accurate if Romtec supplies the CMU block.
10. All steel fabrication work is performed by qualified fabricators in conformance with engineered drawings. Romtec does not offer third party certification or inspection of steel fabrication work.
Note: Romtec’s scope of work is based on customer acceptance of the terms and conditions of the Romtec quote proposal, which may be attached here or provided separately.
22 65344.00045\44557043.1
EXHIBIT A – ATTACHMENT 1
GOODS SPECIFICATIONS
23 65344.00045\44557043.1
EXHIBIT B
DELIVERY SCHEDULE
Task Estimated Timeline
Romtec Design (Structure, Plumbing, Electrical) March 2026 Submittals and Sealed Plan Set
Building and Safety Review/Plan Check and March - May 2026 Approval and Building production begins
Bid Solicitation for Demo and Construction late May 2026 Contract
Bid Award for Demo and Construction July 2026
Demo, Construction, and Building Delivery late July - August 2006 Project Completion Fall 2026
24 65344.00045\44557043.1
EXHIBIT C
FEE SCHEDULE
City will pay Contractor on a monthly basis as provided for herein. On or before the fifth (5th) day of each month, Contractor shall submit to City an itemized application for payment in the format supplied by City indicating the amount of Work completed since commencement of the Work or since the last progress payment. These applications shall be supported by evidence which is required by this Contract and such other documentation as City may require. The Contractor shall certify that the Work for which payment is requested has been done and that the materials listed are stored where indicated. Contractor may be required to furnish a detailed schedule of values upon request of City and in such detail and form as City shall request, showing the quantities, unit prices, overhead, profit, and all other expenses involved in order to provide a basis for determining the amount of progress payments. 052725-RMT
v052824 1
MASTER AGREEMENT #052725
CATEGORY: ZĞƐƚƌŽŽŵĂŶĚ^ŚŽǁĞƌ&ĂĐŝůŝƟĞƐ^ŽůƵƟŽŶƐ
SUPPLIER: Romtec, Inc.
This Master Agreement (Agreement) is between Sourcewell, ĂDŝŶŶĞƐŽƚĂƐĞƌǀŝĐĞĐŽŽƉĞƌĂƟǀĞlocated at 202 12th Street Northeast, P.O. Box 219, Staples, MN 56479 (Sourcewell) and Romtec, Inc., 18240 North Bank Road, Roseburg, OR 97470 (Supplier).
Sourcewell is a ůŽĐĂůŐŽǀĞƌŶŵĞŶƚĂŶĚƐĞƌǀŝĐĞĐŽŽƉĞƌĂƟǀĞĐƌĞĂƚĞĚƵŶĚĞƌƚŚĞůĂǁƐŽĨƚŚĞ^ƚĂƚĞŽĨ DŝŶŶĞƐŽƚĂ;DŝŶŶĞƐŽƚĂ^ƚĂƚƵƚĞƐ^ĞĐƟŽŶϭϮϯ͘ϮϭͿŽīĞƌŝŶŐ a CŽŽƉĞƌĂƟǀĞPurchasing Program to eligible ƉĂƌƟĐŝƉĂƟŶŐŐŽǀĞƌŶŵĞŶƚĞŶƟƟĞƐ.
Under this Master Agreement entered with Sourcewell, Supplier will provide /ŶĐůƵĚĞĚ^ŽůƵƟŽŶƐ to WĂƌƟĐŝƉĂƟŶŐ
ŶƟƟĞƐƚŚƌŽƵŐŚ^ŽƵƌĐĞǁĞůů͛ƐCŽŽƉĞƌĂƟǀĞPurchasing Program. ƌƟĐůĞϭ͗
General Terms
dŚĞ'ĞŶĞƌĂůdĞƌŵƐŝŶƚŚŝƐƌƟĐůĞϭĐŽŶƚƌŽůƚŚĞŽƉĞƌĂƟŽŶŽĨƚŚŝƐDĂƐƚĞƌŐƌĞĞŵĞŶƚďĞƚǁĞĞŶ^ŽƵƌĐĞǁĞůů ĂŶĚ^ƵƉƉůŝĞƌĂŶĚĂƉƉůLJƚŽĂůůƚƌĂŶƐĂĐƟŽŶƐĞŶƚĞƌĞĚďLJ^ƵƉƉůŝĞƌĂŶĚWĂƌƟĐŝƉĂƟŶŐ ŶƟƟĞƐ͘^ƵďƐĞƋƵĞŶƚ
ƌƟĐůĞƐƚŽƚŚŝƐDĂƐƚĞƌŐƌĞĞŵĞŶƚĐŽŶƚƌŽůƚŚĞƌŝŐŚƚƐĂŶĚŽďůŝŐĂƟŽŶƐĚŝƌĞĐƚůLJďĞƚǁĞĞŶ^ŽƵƌĐĞǁĞůůĂŶĚ ^ƵƉƉůŝĞƌ;ƌƟĐůĞϮͿ͕ĂŶĚďĞƚǁĞĞŶ^ƵƉƉůŝĞƌĂŶĚWĂƌƟĐŝƉĂƟŶŐ ŶƟƚLJ;ƌƟĐůĞϯͿ͕ƌĞƐƉĞĐƟǀĞůLJ͘dŚĞƐĞƌƟĐůĞϭ
General TĞƌŵƐĐŽŶƚƌŽůŽǀĞƌĂŶLJĐŽŶŇŝĐƟŶŐƚĞƌŵƐ͘tŚĞƌĞƚŚŝƐDĂƐƚĞƌŐƌĞĞŵĞŶƚŝƐƐŝůĞŶƚŽŶĂŶLJƐƵďũĞĐƚ͕ WĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJĂŶĚ^ƵƉƉůŝĞƌƌĞƚĂŝŶƚŚĞĂďŝůŝƚLJƚŽŶĞŐŽƟĂƚĞŵƵƚƵĂůůLJĂĐĐĞƉƚĂďůĞƚĞƌŵƐ. 1) WƵƌƉŽƐĞ͘ Pursuant to Minnesota law, tŚĞ^ŽƵƌĐĞǁĞůůŽĂƌĚŽĨŝƌĞĐƚŽƌƐŚĂƐĂƵƚŚŽƌŝnjĞĚ ĂŽŽƉĞƌĂƟǀĞ Purchasing Program designed to provide PĂƌƟĐŝƉĂƟŶŐ
ŶƟƟĞƐǁŝƚŚĂĐĐĞƐƐƚŽĐŽŵƉĞƟƟǀĞůLJĂǁĂƌĚĞĚ
ĐŽŽƉĞƌĂƟǀĞƉƵƌĐŚĂƐŝŶŐagreements͘dŽĨĂĐŝůŝƚĂƚĞƚŚĞWƌŽŐƌĂŵ͕^ŽƵƌĐĞǁĞůůhas awarded Supplier this ĐŽŽƉĞƌĂƟǀĞƉƵƌĐŚĂƐŝŶŐDĂƐƚĞƌŐƌĞĞŵĞŶƚĨŽůůŽǁŝŶŐĂĐŽŵƉĞƟƟǀĞƉƌŽĐƵƌĞŵĞŶƚƉƌŽĐĞƐƐŝŶƚĞŶĚĞĚƚŽ ŵĞĞƚĐŽŵƉůŝĂŶĐĞƐƚĂŶĚĂƌĚƐŝŶĂĐĐŽƌĚĂŶĐĞǁŝƚŚDŝŶŶĞƐŽƚĂůĂǁĂŶĚƚŚĞƌĞƋƵŝƌĞŵĞŶƚƐĐŽŶƚĂŝŶĞĚ herein.
2) Intent. dŚĞŝŶƚĞŶƚŽĨƚŚŝƐDĂƐƚĞƌŐƌĞĞŵĞŶƚŝƐƚŽĚĞĮŶĞƚŚĞƌŽůĞƐŽĨ^ŽƵƌĐĞǁĞůů͕^ƵƉƉůŝĞƌ͕ĂŶĚ WĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJĂƐŝƚƌĞůĂƚĞƐƚŽ^ŽƵƌĐĞǁĞůů͛ƐŽŽƉĞƌĂƟǀĞWƵƌĐŚĂƐŝŶŐWƌŽŐƌĂŵ͘ ϯͿ WĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJĐĐĞƐƐ͘ ^ŽƵƌĐĞǁĞůů͛ƐCŽŽƉĞƌĂƟǀĞPurchasing Program Master Agreements are ĂǀĂŝůĂďůĞƚŽĞůŝŐŝďůĞƉƵďůŝĐĂŐĞŶĐŝĞƐ;WĂƌƟĐŝƉĂƟŶŐ
ŶƟƟĞƐͿ. WĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJ͛ƐĂƵƚŚŽƌŝƚLJƚŽĂĐĐĞƐƐ
^ŽƵƌĐĞǁĞůů͛ƐCŽŽƉĞƌĂƟǀĞPurchasing PƌŽŐƌĂŵŝƐĚĞƚĞƌŵŝŶĞĚƚŚƌŽƵŐŚƚŚĞůĂǁƐŽĨŝƚƐƌĞƐƉĞĐƟǀĞ ũƵƌŝƐĚŝĐƟŽŶ͘
4) ^ƵƉƉůŝĞƌĐĐĞƐƐ͘ dŚĞ/ŶĐůƵĚĞĚ^ŽůƵƟŽŶƐŽīĞƌĞĚƵŶĚĞƌƚŚŝƐŐƌĞĞŵĞŶƚŵĂLJďĞŵĂĚĞĂǀĂŝůĂďůĞƚŽĂŶLJ WĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJ͘^ƵƉƉůŝĞƌƵŶĚĞƌƐƚĂŶĚƐƚŚĂƚĂWĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJ͛ƐƵƐĞŽĨƚŚŝƐŐƌĞĞŵĞŶƚŝƐĂƚƚŚĞ
WĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJ͛ƐƐŽůĞĐŽŶǀĞŶŝĞŶĐĞ͘^ƵƉƉůŝĞƌǁŝůůĞĚƵĐĂƚĞŝƚƐƐĂůĞƐĂŶĚƐĞƌǀŝĐĞĨŽƌĐĞƐĂďŽƵƚ ^ŽƵƌĐĞǁĞůůĞůŝŐŝďŝůŝƚLJƌĞƋƵŝƌĞŵĞŶƚƐĂŶĚƌĞƋƵŝƌĞĚĚŽĐƵŵĞŶƚĂƟŽŶ͘^ƵƉƉůŝĞƌǁŝůůďĞƌĞƐƉŽŶƐŝďůĞĨŽƌ ĞŶƐƵƌŝŶŐƐĂůĞƐĂƌĞǁŝƚŚWĂƌƟĐŝƉĂƟŶŐ
ŶƟƟĞƐ.
052725-RMT
v052824 2
5) Term. dŚŝƐŐƌĞĞŵĞŶƚŝƐĞīĞĐƟǀĞƵƉŽŶƚŚĞĚĂƚĞŽĨƚŚĞĮŶĂůƐŝŐŶĂƚƵƌĞďĞůŽǁ͘dŚĞƚĞƌŵŽĨƚŚŝƐ ŐƌĞĞŵĞŶƚŝƐĨŽƵƌ;ϰͿLJĞĂƌƐĨƌŽŵƚŚĞĞīĞĐƟǀĞĚĂƚĞ͘dŚĞŐƌĞĞŵĞŶƚĞdžƉŝƌĞƐĂƚϭϭ͗ϱϵW͘D͘ĞŶƚƌĂů Time on July 10, 2029͕ƵŶůĞƐƐŝƚŝƐĐĂŶĐĞůůĞĚŽƌĞdžƚĞŶĚĞĚĂƐĚĞĮŶĞĚŝŶƚŚŝƐŐƌĞĞŵĞŶƚ͘ a) Extensions. Sourcewell and Supplier may agree to up to three ;ϯͿ ĂĚĚŝƟŽŶĂůŽŶĞ-year extensions ďĞLJŽŶĚƚŚĞŽƌŝŐŝŶĂůĨŽƵƌ-LJĞĂƌƚĞƌŵ͘dŚĞƚŽƚĂůƉŽƐƐŝďůĞůĞŶŐƚŚŽĨƚŚŝƐŐƌĞĞŵĞŶƚǁŝůůďĞƐĞǀĞŶ(7) LJĞĂƌƐĨƌŽŵƚŚĞĞīĞĐƟǀĞĚĂƚĞ͘
b)
džĐĞƉƟŽŶĂůŝƌĐƵŵƐƚĂŶĐĞƐ͘ ^ŽƵƌĐĞǁĞůůƌĞƚĂŝŶƐƚŚĞƌŝŐŚƚƚŽĐŽŶƐŝĚĞƌĂĚĚŝƟŽŶĂůĞdžƚĞŶƐŝŽŶƐĂƐ ƌĞƋƵŝƌĞĚƵŶĚĞƌĞdžĐĞƉƟŽŶĂůĐŝƌĐƵŵƐƚĂŶĐĞƐ͘
6) ^ƵƌǀŝǀĂůŽĨdĞƌŵƐ͘ EŽƚǁŝƚŚƐƚĂŶĚŝŶŐƚŚĞƚĞƌŵŝŶĂƟŽŶŽĨƚŚŝƐŐƌĞĞŵĞŶƚ͕ƚŚĞŽďůŝŐĂƟŽŶƐŽĨƚŚŝƐ ŐƌĞĞŵĞŶƚǁŝůůĐŽŶƟŶƵĞƚŚƌŽƵŐŚƚŚĞƉĞƌĨŽƌŵĂŶĐĞƉĞƌŝŽĚŽĨĂŶLJƚƌĂŶƐĂĐƟŽŶĞŶƚĞƌĞĚbetween ^ƵƉƉůŝĞƌĂŶĚĂŶLJWĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJďĞĨŽƌĞƚŚĞƚĞƌŵŝŶĂƟŽŶĚĂƚĞ͘
7) ^ĐŽƉĞ͘^ƵƉƉůŝĞƌŝƐĂǁĂƌĚĞĚĂDĂƐƚĞƌŐƌĞĞŵĞŶƚƚŽƉƌŽǀŝĚĞƚŚĞƐŽůƵƟŽŶƐŝĚĞŶƟĮĞĚŝŶRFP #052725 ƚŽWĂƌƟĐŝƉĂƟŶŐ
ŶƟƟĞƐ͘/Ŷ^ĐŽƉĞƐŽůƵƟŽŶƐŝŶĐůƵĚĞ͗ZĞƐƚƌŽŽŵĂŶĚ^ŚŽǁĞƌ&ĂĐŝůŝƚLJ^ŽůƵƟŽŶƐ͕ including permanent, portable, trailer-ŵŽƵŶƚĞĚ͕ŽƌƚŽǁĂďůĞ͗ a. Flush, waterless (vault), or compostable toilets and restrooms; b. Showers and changing rooms;
c. ŽŵďŝŶĂƟŽŶƌĞƐƚƌŽŽŵ͕ƐŚŽǁĞƌ͕ĐŚĂŶŐŝŶŐƌŽŽŵ͕ĂŶĚĂŶĐŝůůĂƌLJŽƌĂĐĐĞƐƐŽƌLJƵƐĞ ƐƚƌƵĐƚƵƌĞƐŽƌĨĂĐŝůŝƟĞƐ͖
d.
ƋƵŝƉŵĞŶƚ͕ƉƌŽĚƵĐƚƐ͕ĂĐĐĞƐƐŽƌŝĞƐ͕ĂŶĚƐƵƉƉůŝĞƐƌĞůĂƚĞĚƚŽƚŚĞƐŽůƵƟŽŶƐĚĞƐĐƌŝďĞĚ ŝŶƐƵďƐĞĐƟŽŶƐϭ͘Ă͘– c. above; and,
e. ^ĞƌǀŝĐĞƐƌĞůĂƚĞĚƚŽƚŚĞƐŽůƵƟŽŶƐĚĞƐĐƌŝďĞĚŝŶƐƵďƐĞĐƟŽŶƐϭ͘Ă͘- d. above, including design-ďƵŝůĚƐĞƌǀŝĐĞƐ͕ƐŝƚĞĂƐƐĞƐƐŵĞŶƚ͕ƐŝƚĞƉƌĞƉĂƌĂƟŽŶ͕ĐƵƐƚŽŵŝnjĂƟŽŶ͕ĚĞůŝǀĞƌLJ͕ ĂƐƐĞŵďůLJ͕ŝŶƐƚĂůůĂƟŽŶ͕ŵĂŝŶƚĞŶĂŶĐĞŽƌƌĞƉĂŝƌ͕ĂŶĚǁĂƌƌĂŶƚLJƉƌŽŐƌĂŵƐ͘,ŽǁĞǀĞƌ͕ this soůŝĐŝƚĂƟŽŶƐŚŽƵůĚEKdďĞĐŽŶƐƚƌƵĞĚƚŽŝŶĐůƵĚĞ͞ƐĞƌǀŝĐĞ-ŽŶůLJ͟ƐŽůƵƟŽŶƐ͘ 8) /ŶĐůƵĚĞĚ^ŽůƵƟŽŶƐ͘ ^ƵƉƉůŝĞƌ͛ƐWƌŽƉŽƐĂůƚŽƚŚĞĂďŽǀĞƌĞĨĞƌĞŶĐĞĚZ&Wis incorporated into this Master ŐƌĞĞŵĞŶƚ͘KŶůLJƚŚŽƐĞ^ŽůƵƟŽŶƐŝŶĐůƵĚĞĚǁŝƚŚŝŶ^ƵƉƉůŝĞƌ͛ƐWƌŽƉŽƐĂůĂŶĚǁŝƚŚŝŶ^ĐŽƉĞ;/ŶĐůƵĚĞĚ ^ŽůƵƟŽŶƐͿĂƌĞŝŶĐůƵĚĞĚǁŝƚŚŝŶƚŚĞŐƌĞĞŵĞŶƚĂŶĚŵĂLJďĞŽīĞƌĞĚƚŽWĂƌƟĐŝƉĂƟŶŐ ŶƟƟĞƐ.
9) /ŶĚĞĮŶŝƚĞYƵĂŶƟƚLJ͘ dŚŝƐDĂƐƚĞƌŐƌĞĞŵĞŶƚĚĞĮŶĞƐĂŶŝŶĚĞĮŶŝƚĞƋƵĂŶƟƚLJŽĨƐĂůĞƐƚŽĞůŝŐŝďůĞ WĂƌƟĐŝƉĂƟŶŐ
ŶƟƟĞƐ.
10) WƌŝĐŝŶŐ͘ WƌŝĐŝŶŐŝŶĨŽƌŵĂƟŽŶ;ŝŶĐůƵĚŝŶŐWƌŝĐŝŶŐĂŶĚĞůŝǀĞƌLJĂŶĚWƌŝĐŝŶŐKīĞƌĞĚtĂďůĞƐͿĨŽƌĂůů/ŶĐůƵĚĞĚ ^ŽůƵƟŽŶƐǁŝƚŚŝŶ^ƵƉƉůŝĞƌ͛ƐWƌŽƉŽƐĂůŝƐŝŶĐŽƌƉŽƌĂƚĞĚŝŶƚŽƚŚŝƐDĂƐƚĞƌŐƌĞĞŵĞŶƚ͘ 11) EŽƚƚŽ
džĐĞĞĚWƌŝĐŝŶŐ͘ Suppliers may not exceed the prices listed in the current Pricing List ŽŶĮůĞ with Sourcewell ǁŚĞŶŽīĞƌŝŶŐ/ŶĐůƵĚĞĚ^ŽůƵƟŽŶƐƚŽWĂƌƟĐŝƉĂƟŶŐ ŶƟƟĞƐ͘WĂƌƟĐŝƉĂƟŶŐ
ŶƟƟĞƐŵĂLJ
ƌĞƋƵĞƐƚĂĚũƵƐƚŵĞŶƚƐƚŽƉƌŝĐŝŶŐĚŝƌĞĐƚůLJĨƌŽŵ ^ƵƉƉůŝĞƌĚƵƌŝŶŐƚŚĞŶĞŐŽƟĂƟŽŶĂŶĚĞdžĞĐƵƟŽŶŽĨĂŶLJ ƚƌĂŶƐĂĐƟŽŶ.
12) KƉĞŶDĂƌŬĞƚ͘ ^ƵƉƉůŝĞƌ͛ƐŽƉĞŶŵĂƌŬĞƚƉƌŝĐŝŶŐprocess is included within its Proposal. ϭϯͿ ^ƵƉƉůŝĞƌZĞƉƌĞƐĞŶƚĂƟŽŶƐ͗
052725-RMT
v052824 3
i) ŽŵƉůŝĂŶĐĞ͘ Supplier represents and warrants it will provide all Included ^ŽůƵƟŽŶƐ ƵŶĚĞƌƚŚŝƐŐƌĞĞŵĞŶƚŝŶĨƵůůĐŽŵƉůŝĂŶĐĞǁŝƚŚĂƉƉůŝĐĂďůĞĨĞĚĞƌĂů͕ƐƚĂƚĞ͕ĂŶĚůŽĐĂůůĂǁƐĂŶĚ ƌĞŐƵůĂƟŽŶƐ͘
ii) Licenses. ƐĂƉƉůŝĐĂďůĞ͕^ƵƉƉůŝĞƌǁŝůůŵĂŝŶƚĂŝŶĂǀĂůŝĚƐƚĂƚƵƐŽŶĂůůƌĞƋƵŝƌĞĚĨĞĚĞƌĂů͕ƐƚĂƚĞ͕ ĂŶĚůŽĐĂůůŝĐĞŶƐĞƐ͕ďŽŶĚƐ͕ĂŶĚƉĞƌŵŝƚƐƌĞƋƵŝƌĞĚĨŽƌƚŚĞŽƉĞƌĂƟŽŶŽĨ^ƵƉƉůŝĞƌ͛ƐďƵƐŝŶĞƐƐǁŝƚŚ WĂƌƟĐŝƉĂƟŶŐ
ŶƟƟĞƐ͘WĂƌƟĐŝƉĂƟŶŐ
ŶƟƟĞƐŵĂLJƌĞƋƵĞƐƚĂůůƌĞůĞǀĂŶƚĚŽĐƵŵĞŶƚĂƟŽŶĚŝƌĞĐƚůLJĨƌŽŵ Supplier.
iii) ^ƵƉƉůŝĞƌWarrants. Supplier warrants that all Included ^ŽůƵƟŽŶƐĨƵƌŶŝƐŚĞĚƵŶĚĞƌƚŚŝƐ ŐƌĞĞŵĞŶƚĂƌĞĨƌĞĞĨƌŽŵůŝĞŶƐĂŶĚĞŶĐƵŵďƌĂŶĐĞƐ͕ĂŶĚĂƌĞĨƌĞĞĨƌŽŵĚĞĨĞĐƚƐŝŶĚĞƐŝŐŶ͕ŵĂƚĞƌŝĂůƐ͕ ĂŶĚǁŽƌŬŵĂŶƐŚŝƉ͘/ŶĂĚĚŝƟŽŶ͕^ƵƉƉůŝĞƌǁĂƌƌĂŶƚƐƚŚĞ^ŽůƵƟŽŶƐĂƌĞƐƵŝƚĂďůĞĨŽƌĂŶĚǁŝůůƉĞƌĨŽƌŵ in accordance with the ordinary uƐĞĨŽƌǁŚŝĐŚƚŚĞLJĂƌĞŝŶƚĞŶĚĞĚ͘ 14) ĂŶŬƌƵƉƚĐLJEŽƟĐĞƐ͘ ^ƵƉƉůŝĞƌĐĞƌƟĮĞƐĂŶĚǁĂƌƌĂŶƚƐŝƚŝƐŶŽƚĐƵƌƌĞŶƚůLJŝŶĂďĂŶŬƌƵƉƚĐLJƉƌŽĐĞĞĚŝŶŐ͘ Supplier has disclosed all current and completed bankruptcy proceedings within the past seven years ǁŝƚŚŝŶŝƚƐWƌŽƉŽƐĂů͘^ƵƉƉůŝĞƌŵƵƐƚƉƌŽǀŝĚĞŶŽƟĐĞŝŶǁƌŝƟŶŐƚŽ^ŽƵƌĐĞǁĞůůŝĨŝƚĞŶƚĞƌƐĂďĂŶŬƌƵƉƚĐLJ ƉƌŽĐĞĞĚŝŶŐĂƚĂŶLJƟŵĞĚƵƌŝŶŐƚŚĞƚĞƌŵŽĨƚŚŝƐŐƌĞĞŵĞŶƚ͘ 15) ĞďĂƌŵĞŶƚĂŶĚ^ƵƐƉĞŶƐŝŽŶ͘ ^ƵƉƉůŝĞƌĐĞƌƟĮĞƐĂŶĚǁĂƌƌĂŶƚƐƚŚĂƚŶĞŝƚŚĞƌŝƚŶŽƌŝƚƐƉƌŝŶĐŝƉĂůƐĂƌĞ ƉƌĞƐĞŶƚůLJĚĞďĂƌƌĞĚ͕ƐƵƐƉĞŶĚĞĚ͕ƉƌŽƉŽƐĞĚĨŽƌĚĞďĂƌŵĞŶƚ͕ĚĞĐůĂƌĞĚŝŶĞůŝŐŝďůĞ͕ŽƌǀŽůƵŶƚĂƌŝůLJĞdžĐůƵĚĞĚ ĨƌŽŵƉƌŽŐƌĂŵƐŽƉĞƌĂƚĞĚďLJƚŚĞ^ƚĂƚĞŽĨDŝŶŶĞƐŽƚĂ͕ƚŚĞhŶŝƚĞĚ^ƚĂƚĞƐĨĞĚĞƌĂůŐŽǀĞƌŶŵĞnt, or any WĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJ͘^ƵƉƉůŝĞƌĐĞƌƟĮĞƐĂŶĚǁĂƌƌĂŶƚƐƚŚĂƚŶĞŝƚŚĞƌŝƚŶŽƌŝƚƐƉƌŝŶĐŝƉĂůƐŚĂǀĞďĞĞŶ ĐŽŶǀŝĐƚĞĚŽĨĂĐƌŝŵŝŶĂůŽīĞŶƐĞƌĞůĂƚĞĚƚŽƚŚĞƐƵďũĞĐƚŵĂƩĞƌŽĨƚŚŝƐŐƌĞĞŵĞŶƚ͘^ƵƉƉůŝĞƌĨƵƌƚŚĞƌ warrants that it will pƌŽǀŝĚĞŝŵŵĞĚŝĂƚĞǁƌŝƩĞŶŶŽƟĐĞƚŽ^ŽƵƌĐĞǁĞůůŝĨƚŚŝƐĐĞƌƟĮĐĂƟŽŶĐŚĂŶŐĞƐĂƚ ĂŶLJƟŵĞĚƵƌŝŶŐƚŚĞƚĞƌŵŽĨƚŚŝƐŐƌĞĞŵĞŶƚ͘
16) WƌŽǀŝƐŝŽŶƐĨŽƌŶŽŶ-hŶŝƚĞĚ^ƚĂƚĞƐĨĞĚĞƌĂůĞŶƟƚLJƉƌŽĐƵƌĞŵĞŶƚƐƵŶĚĞƌhŶŝƚĞĚ^ƚĂƚĞƐĨĞĚĞƌĂůĂǁĂƌĚƐ ŽƌŽƚŚĞƌĂǁĂƌĚƐ;ƉƉĞŶĚŝdžII ƚŽϮ͘&͘ZΑϮϬϬͿ͘ WĂƌƟĐŝƉĂƟŶŐ ŶƟƟĞƐƚŚĂƚƵƐĞhŶŝƚĞĚ^ƚĂƚĞƐĨĞĚĞƌĂů
ŐƌĂŶƚŽƌŽƚŚĞƌĨĞĚĞƌĂůĨƵŶĚŝŶŐƚŽƉƵƌĐŚĂƐĞƐŽůƵƟŽŶƐĨƌŽŵƚŚŝƐŐƌĞĞŵĞŶƚŵĂLJďĞƐƵďũĞĐƚƚŽ ĂĚĚŝƟŽŶĂůƌĞƋƵŝƌĞŵĞŶƚƐŝŶĐůƵĚŝŶŐƚŚĞƉƌŽĐƵƌĞŵĞŶƚƐƚĂŶĚĂƌĚƐŽĨƚŚĞhŶŝĨŽƌŵĚŵŝŶŝƐƚƌĂƟǀĞ ZĞƋƵŝƌĞŵĞŶƚƐ͕ŽƐƚWƌŝŶĐŝƉůĞƐĂŶĚƵĚŝƚZĞƋƵŝƌĞŵĞŶƚƐĨŽƌ&ĞĚĞƌĂůǁĂƌĚƐ͕Ϯ͘&͘Z͘ΑϮϬϬ͘ WĂƌƟĐŝƉĂƟŶŐ
ŶƟƟĞƐŵĂLJŚĂǀĞĂĚĚŝƟŽŶĂůƌĞƋƵŝƌĞŵĞŶƚƐďĂƐĞĚŽŶƐƉĞĐŝĮĐĨƵŶĚŝŶŐƐŽƵƌĐĞƚĞƌŵƐŽƌ ĐŽŶĚŝƟŽŶƐ͘tŝƚŚŝŶƚŚŝƐ^ĞĐƟŽŶ͕ĂůůƌĞĨĞƌĞŶĐĞƐƚŽ͞ĨĞĚĞƌĂů͟ƐŚŽƵůĚďĞŝŶƚĞƌƉƌĞƚĞĚƚŽŵĞĂŶƚŚĞhŶŝƚĞĚ ^ƚĂƚĞƐĨĞĚĞƌĂůŐŽǀĞƌŶŵĞŶƚ͘dŚĞĨŽůůŽǁŝŶŐůŝƐƚĂƉƉůŝĞƐǁŚĞŶĂWĂƌƟĐŝƉĂƟŶŐ ŶƟƚLJĂĐĐĞƐƐĞƐ^ƵƉƉůŝĞƌ͛Ɛ
Included ^ŽůƵƟŽŶƐǁŝƚŚhŶŝƚĞĚ^ƚĂƚĞƐĨĞĚĞƌĂůĨƵŶĚƐ͘
i)
Yh>
DW>KzD
EdKWWKZdhE/dz͘
džĐĞƉƚĂƐŽƚŚĞƌǁŝƐĞƉƌŽǀŝĚĞĚƵŶĚĞƌϰϭ͘&͘Z͘Α
60, all agreements ƚŚĂƚŵĞĞƚƚŚĞĚĞĮŶŝƟŽŶŽĨ͞ĨĞĚĞƌĂůůLJĂƐƐŝƐƚĞĚĐŽŶƐƚƌƵĐƟŽŶĐŽŶƚƌĂĐƚ͟ŝŶϰϭ ͘&͘Z͘ΑϲϬ-ϭ͘ϯŵƵƐƚŝŶĐůƵĚĞƚŚĞĞƋƵĂůŽƉƉŽƌƚƵŶŝƚLJĐůĂƵƐĞƉƌŽǀŝĚĞĚƵŶĚĞƌϰϭ͘&͘Z͘ΑϲϬ-1.4(b), in ĂĐĐŽƌĚĂŶĐĞǁŝƚŚ
džĞĐƵƟǀĞKƌĚĞƌϭϭϮϰϲ͕͞
ƋƵĂů
ŵƉůŽLJŵĞŶƚKƉƉŽƌƚƵŶŝƚLJ͟;ϯϬ&ZϭϮϯϭϵ͕ϭϮϵϯϱ͕
ϯ͘&͘Z͘Α͕ϭϵϲϰ-ϭϵϲϱŽŵƉ͕͘Ɖ͘ϯϯϵͿ͕ĂƐĂŵĞŶĚĞĚďLJ
džĞĐƵƟǀĞKƌĚĞƌϭϭϯϳϱ͕͞ŵĞŶĚŝŶŐ
džĞĐƵƟǀĞKƌĚĞƌϭϭϮϰϲZĞůĂƟŶŐƚŽ
ƋƵĂů
ŵƉůŽLJŵĞŶƚKƉƉŽƌƚƵŶŝƚLJ͕͟ ĂŶĚŝŵƉůĞŵĞŶƟŶŐ
ƌĞŐƵůĂƟŽŶƐĂƚϰϭ͘&͘Z͘ΑϲϬ͕͞KĸĐĞŽĨ&ĞĚĞƌĂůŽŶƚƌĂĐƚŽŵƉůŝĂŶĐĞWƌŽŐƌĂŵƐ͕ ƋƵĂů
ŵƉůŽLJŵĞŶƚKƉƉŽƌƚƵŶŝƚLJ͕ĞƉĂƌƚŵĞŶƚŽĨ>ĂďŽƌ͘͟dŚĞĞƋƵĂůŽƉƉŽƌƚƵŶŝƚLJĐůĂƵƐĞŝƐŝŶĐŽƌƉŽƌĂƚĞĚ ŚĞƌĞŝŶďLJƌĞĨĞƌĞŶĐĞ͘
052725-RMT
v052824 4
ii) DAVIS-KEd͕^D
E
;ϰϬh͘^͘͘Αϯϭϰϭ-ϯϭϰϴͿ͘ tŚĞŶƌĞƋƵŝƌĞĚďLJĨĞĚĞƌĂů
ƉƌŽŐƌĂŵůĞŐŝƐůĂƟŽŶ͕ĂůůƉƌŝŵĞĐŽŶƐƚƌƵĐƟŽŶĐŽŶƚƌĂĐƚƐŝŶĞdžĐĞƐƐŽĨΨϮ͕ϬϬϬĂǁĂƌĚĞĚďLJŶŽŶ-ĨĞĚĞƌĂů ĞŶƟƟĞƐŵƵƐƚŝŶĐůƵĚĞĂƉƌŽǀŝƐŝŽŶĨŽƌĐŽŵƉůŝĂŶĐĞǁŝƚŚƚŚĞĂǀŝƐ-ĂĐŽŶĐƚ;ϰϬh͘^͘͘Αϯϭϰϭϯϭϰϰ͕ĂŶĚϯϭϰϲ-ϯϭϰϴͿĂƐƐƵƉƉůĞŵĞŶƚĞĚďLJĞƉĂƌƚŵĞŶƚŽĨ>ĂďŽƌƌĞŐƵůĂƟŽŶƐ;Ϯϵ͘&͘Z͘Αϱ͕ ͞>ĂďŽƌ^ƚĂŶĚĂƌĚƐWƌŽǀŝƐŝŽŶƐƉƉůŝĐĂďůĞƚŽŽŶƚƌĂĐƚƐŽǀĞƌŝŶŐ&ĞĚĞƌĂůůLJ&ŝŶĂŶĐĞĚĂŶĚƐƐŝƐƚĞĚ ŽŶƐƚƌƵĐƟŽŶ͟Ϳ͘/ŶĂĐĐŽƌĚĂŶĐĞǁŝƚŚƚŚĞƐƚĂƚƵƚĞ͕ĐŽŶƚƌĂĐƚŽƌƐŵƵƐƚ ďĞƌĞƋƵŝƌĞĚƚŽƉĂLJǁĂŐĞƐƚŽ ůĂďŽƌĞƌƐĂŶĚŵĞĐŚĂŶŝĐƐĂƚĂƌĂƚĞŶŽƚůĞƐƐƚŚĂŶƚŚĞƉƌĞǀĂŝůŝŶŐǁĂŐĞƐƐƉĞĐŝĮĞĚŝŶĂǁĂŐĞ ĚĞƚĞƌŵŝŶĂƟŽŶŵĂĚĞďLJƚŚĞ^ĞĐƌĞƚĂƌLJŽĨ>ĂďŽƌ͘/ŶĂĚĚŝƟŽŶ͕ĐŽŶƚƌĂĐƚŽƌƐŵƵƐƚďĞƌĞƋƵŝƌĞĚƚŽƉĂLJ wages not less than once a week. The non-ĨĞĚĞƌĂůĞŶƟƚLJŵƵƐƚƉůĂĐĞĂĐŽƉLJŽĨƚŚĞĐƵƌƌĞŶƚ ƉƌĞǀĂŝůŝŶŐǁĂŐĞĚĞƚĞƌŵŝŶĂƟŽŶŝƐƐƵĞĚďLJƚŚĞĞƉĂƌƚŵĞŶƚŽĨ>ĂďŽƌŝŶĞĂĐŚƐŽůŝĐŝƚĂƟŽŶ͘dŚĞ ĚĞĐŝƐŝŽŶƚŽĂǁĂƌĚĂĐŽŶƚƌĂĐƚŽƌƐƵďĐŽŶƚƌĂĐƚŵƵƐƚďĞĐŽŶĚŝƟŽŶĞĚƵƉŽŶƚŚĞĂĐĐĞƉƚĂŶĐĞŽĨƚŚĞ ǁĂŐĞĚĞƚĞƌŵŝŶĂƟŽŶ͘dŚĞŶŽŶ-ĨĞĚĞƌĂůĞŶƟƚLJŵƵƐƚƌĞƉŽƌƚĂůůƐƵƐƉĞĐƚĞĚŽƌƌĞƉŽƌƚĞĚǀŝŽůĂƟŽŶƐƚŽ ƚŚĞĨĞĚĞƌĂůĂǁĂƌĚŝŶŐĂŐĞŶĐLJ͘dŚĞĐŽŶƚƌĂĐƚƐŵƵƐƚĂůƐŽŝŶĐůƵĚĞĂƉƌŽǀŝƐŝŽŶĨŽƌĐŽŵƉůŝĂŶĐĞǁŝƚŚƚŚĞ ŽƉĞůĂŶĚ͞ŶƟ-<ŝĐŬďĂĐŬ͟Đƚ;ϰϬh͘^͘͘ΑϯϭϰϱͿ͕ĂƐƐƵƉƉůĞŵĞŶƚĞĚďLJĞƉĂƌƚŵĞŶƚŽĨ>ĂďŽƌ regulaƟŽŶƐ;Ϯϵ͘&͘Z͘Αϯ͕͞ŽŶƚƌĂĐƚŽƌƐĂŶĚ^ƵďĐŽŶƚƌĂĐƚŽƌƐŽŶWƵďůŝĐƵŝůĚŝŶŐŽƌWƵďůŝĐtŽƌŬ &ŝŶĂŶĐĞĚŝŶtŚŽůĞŽƌŝŶWĂƌƚďLJ>ŽĂŶƐŽƌ'ƌĂŶƚƐĨƌŽŵƚŚĞhŶŝƚĞĚ^ƚĂƚĞƐ͟Ϳ͘dŚĞĐƚƉƌŽǀŝĚĞƐƚŚĂƚ ĞĂĐŚĐŽŶƚƌĂĐƚŽƌŽƌƐƵďƌĞĐŝƉŝĞŶƚŵƵƐƚďĞƉƌŽŚŝďŝƚĞĚĨƌŽŵŝŶĚƵĐŝŶŐ͕ďLJĂŶLJ means, any person ĞŵƉůŽLJĞĚŝŶƚŚĞĐŽŶƐƚƌƵĐƟŽŶ͕ĐŽŵƉůĞƟŽŶ͕ŽƌƌĞƉĂŝƌŽĨƉƵďůŝĐǁŽƌŬ͕ƚŽŐŝǀĞƵƉĂŶLJƉĂƌƚŽĨƚŚĞ ĐŽŵƉĞŶƐĂƟŽŶƚŽǁŚŝĐŚŚĞŽƌƐŚĞŝƐŽƚŚĞƌǁŝƐĞĞŶƟƚůĞĚ͘dŚĞŶŽŶ-ĨĞĚĞƌĂůĞŶƟƚLJŵƵƐƚƌĞƉŽƌƚĂůů ƐƵƐƉĞĐƚĞĚŽƌƌĞƉŽƌƚĞĚǀŝŽůĂƟŽŶƐƚŽƚŚĞĨĞĚĞƌĂůawarding agency. Supplier must comply with all ĂƉƉůŝĐĂďůĞĂǀŝƐ-Bacon Act provisions.
iii) KEdZdtKZ<,KhZ^E^&
dz^dEZ^d;ϰϬh͘^͘͘ΑϯϳϬϭ-ϯϳϬϴͿ͘
tŚĞƌĞĂƉƉůŝĐĂďůĞ͕ĂůůĐŽŶƚƌĂĐƚƐĂǁĂƌĚĞĚďLJƚŚĞŶŽŶ-ĨĞĚĞƌĂůĞŶƟƚLJŝŶĞdžĐĞƐƐŽĨΨϭϬϬ͕ϬϬϬƚŚĂƚ ŝŶǀŽůǀĞƚŚĞĞŵƉůŽLJŵĞŶƚŽĨŵĞĐŚĂŶŝĐƐŽƌůĂďŽƌĞƌƐŵƵƐƚŝŶĐůƵĚĞĂƉƌŽǀŝƐŝŽŶĨŽƌĐŽŵƉůŝĂŶĐĞǁŝƚŚ ϰϬh͘^͘͘ΑΑϯϳϬϮĂŶĚϯϳϬϰ͕ĂƐƐƵƉƉůĞŵĞŶƚĞĚďLJĞƉĂƌƚŵĞŶƚŽĨ>ĂďŽƌƌĞŐƵůĂƟŽŶƐ;Ϯϵ͘&͘Z͘ΑϱͿ͘ hŶĚĞƌϰϬh͘^͘͘ΑϯϳϬϮŽĨƚŚĞĐƚ͕ĞĂĐŚĐŽŶƚƌĂĐƚŽƌŵƵƐƚďĞƌĞƋƵŝƌĞĚƚŽĐŽŵƉƵƚĞƚŚĞǁĂŐĞƐŽĨ ĞǀĞƌLJŵĞĐŚĂŶŝĐĂŶĚůĂďŽƌĞƌŽŶƚŚĞďĂƐŝƐŽĨĂƐƚĂŶĚĂƌĚǁŽƌŬǁĞĞŬŽĨϰϬŚŽƵƌƐ͘tŽƌŬŝŶĞdžĐĞƐƐŽĨ ƚŚĞƐƚĂŶĚĂƌĚǁŽƌŬǁĞĞŬŝƐƉĞƌŵŝƐƐŝďůĞƉƌŽǀŝĚĞĚƚŚĂƚƚŚĞǁŽƌŬĞƌŝƐĐŽŵƉĞŶƐĂƚĞĚĂƚĂƌĂƚĞŽĨŶŽƚ ůĞƐƐƚŚĂŶŽŶĞĂŶĚĂŚĂůĨƟŵĞƐƚŚĞďĂƐŝĐƌĂƚĞŽĨƉĂLJĨŽƌĂůůŚŽƵƌƐǁŽƌŬĞĚŝŶĞdžĐĞƐƐŽĨϰϬŚŽƵƌƐŝŶ ƚŚĞǁŽƌŬǁĞĞŬ͘dŚĞƌĞƋƵŝƌĞŵĞŶƚƐŽĨϰϬh͘^͘͘ΑϯϳϬϰĂƌĞĂƉƉůŝĐĂďůĞƚŽĐŽŶƐƚƌƵĐƟŽŶǁŽƌŬĂŶĚ ƉƌŽǀŝĚĞƚŚĂƚŶŽůĂďŽƌĞƌŽƌŵĞĐŚĂŶŝĐŵƵƐƚďĞƌĞƋƵŝƌĞĚƚŽǁŽƌŬŝŶƐƵƌƌŽƵŶĚŝŶŐƐŽƌƵŶĚĞƌǁŽƌŬŝŶŐ ĐŽŶĚŝƟŽŶƐǁŚŝĐŚĂƌĞƵŶƐĂŶŝƚĂƌLJ͕ŚĂnjĂƌĚŽƵƐŽƌĚĂŶŐĞƌŽƵƐ͘dŚĞƐĞƌĞƋƵŝƌĞŵĞŶƚƐĚŽŶŽƚĂƉƉůLJƚŽ the purchases ŽĨƐƵƉƉůŝĞƐ͕ŵĂƚĞƌŝĂůƐ͕ŽƌĂƌƟĐůĞƐŽƌĚŝŶĂƌŝůLJĂǀĂŝůĂďůĞŽŶƚŚĞŽƉĞŶŵĂƌŬĞƚ͕Žƌ ĐŽŶƚƌĂĐƚƐĨŽƌƚƌĂŶƐƉŽƌƚĂƟŽŶŽƌƚƌĂŶƐŵŝƐƐŝŽŶŽĨŝŶƚĞůůŝŐĞŶĐĞ͘dŚŝƐƉƌŽǀŝƐŝŽŶŝƐŚĞƌĞďLJŝŶĐŽƌƉŽƌĂƚĞĚ ďLJƌĞĨĞƌĞŶĐĞŝŶƚŽƚŚŝƐŐƌĞĞŵĞŶƚ͘^ƵƉƉůŝĞƌĐĞƌƟĮĞƐƚŚĂƚĚƵƌŝŶŐƚŚĞƚĞƌŵŽĨĂŶĂǁĂƌĚĨŽƌĂůů ŐƌĞĞŵĞŶƚƐďLJ^ŽƵƌĐĞǁĞůůƌĞƐƵůƟŶŐĨƌŽŵƚŚŝƐƉƌŽĐƵƌĞŵĞŶƚƉƌŽĐĞƐƐ͕^ƵƉƉůŝĞƌŵƵƐƚĐŽŵƉůLJǁŝƚŚ ĂƉƉůŝĐĂďůĞƌĞƋƵŝƌĞŵĞŶƚƐĂƐƌĞĨĞƌĞŶĐĞĚĂďŽǀĞ͘
iv) RIGHTS TO INVENTIONS MADE UNDER A CONTRACT OR AGREEMENT. /ĨƚŚĞĨĞĚĞƌĂů ĂǁĂƌĚŵĞĞƚƐƚŚĞĚĞĮŶŝƟŽŶŽĨ͞ĨƵŶĚŝŶŐĂŐƌĞĞŵĞŶƚ͟ƵŶĚĞƌϯϳ͘&͘Z͘ΑϰϬϭ͘Ϯ;ĂͿĂŶĚƚŚĞƌĞĐŝƉŝĞŶƚ ŽƌƐƵďƌĞĐŝƉŝĞŶƚǁŝƐŚĞƐƚŽĞŶƚĞƌŝŶƚŽĂĐŽŶƚƌĂĐƚǁŝƚŚĂƐŵĂůůďƵƐŝŶĞƐƐĮƌŵŽƌŶŽŶƉƌŽĮƚ ŽƌŐĂŶŝnjĂƟŽŶƌĞŐĂƌĚŝŶŐƚŚĞƐƵďƐƟƚƵƟŽŶŽĨƉĂƌƟĞƐ͕ĂƐƐŝŐŶŵĞŶƚŽƌƉĞƌĨŽƌŵĂŶĐĞŽĨĞdžƉĞƌŝŵĞŶƚĂů͕ ĚĞǀĞůŽƉŵĞŶƚĂů͕ŽƌƌĞƐĞĂƌĐŚǁŽƌŬƵŶĚĞƌƚŚĂƚ͞ĨƵŶĚŝŶŐĂŐƌĞĞŵĞŶƚ͕͟ƚŚĞƌĞĐŝƉŝĞŶƚŽƌƐƵďƌĞĐŝƉŝĞŶƚ ŵƵƐƚĐŽŵƉůLJǁŝƚŚƚŚĞƌĞƋƵŝƌĞŵĞŶƚƐŽĨϯϳ͘&͘Z͘ΑϰϬϭ͕͞ZŝŐŚƚƐƚŽ/ŶǀĞŶƟŽŶƐDĂĚĞďLJEŽŶƉƌŽĮƚ KƌŐĂŶŝnjĂƟŽŶƐĂŶĚ^ŵĂůůƵƐŝŶĞƐƐ&ŝƌŵƐhŶĚĞƌ'ŽǀĞƌŶŵĞŶƚ'ƌĂŶƚƐ͕ŽŶƚƌĂĐƚƐĂŶĚŽŽƉĞƌĂƟǀĞ ŐƌĞĞŵĞŶƚƐ͕͟ĂŶĚĂŶLJŝŵƉůĞŵĞŶƟŶŐƌĞŐƵůĂƟŽŶƐŝƐƐƵĞĚďLJƚŚĞĂǁĂƌĚŝŶŐĂŐĞŶĐLJ͘^ƵƉƉůŝĞƌ
052725-RMT
v052824 5
ĐĞƌƟĮĞƐƚŚĂƚĚƵƌŝŶŐƚŚĞƚĞƌŵŽĨĂŶĂǁĂƌĚĨŽƌĂůůŐƌĞĞŵĞŶƚƐďLJ^ŽƵƌĐĞǁĞůůƌĞƐƵůƟŶŐĨƌŽŵƚŚŝƐ ƉƌŽĐƵƌĞŵĞŶƚƉƌŽĐĞƐƐ͕^ƵƉƉůŝĞƌŵƵƐƚĐŽŵƉůLJǁŝƚŚĂƉƉůŝĐĂďůĞƌĞƋƵŝƌĞŵĞŶƚƐĂƐƌĞĨĞƌĞŶĐĞĚĂďŽǀĞ͘ v) >
E/Zd;ϰϮh͘^͘͘ΑϳϰϬϭ-ϳϲϳϭY͘ͿEd,
&
Z>td
ZWK>>hd/KE
KEdZK>d;ϯϯh͘^͘͘ΑϭϮϱϭ-ϭϯϴϳͿ͘ ŽŶƚƌĂĐƚƐĂŶĚƐƵďŐƌĂŶƚƐŽĨĂŵŽƵŶƚƐŝŶĞdžĐĞƐƐŽĨ ΨϭϱϬ͕ϬϬϬƌĞƋƵŝƌĞƚŚĞŶŽŶ-ĨĞĚĞƌĂůĂǁĂƌĚƚŽĂŐƌĞĞƚŽĐŽŵƉůLJǁŝƚŚĂůůĂƉƉůŝĐĂďůĞƐƚĂŶĚĂƌĚƐ͕ŽƌĚĞƌƐ ŽƌƌĞŐƵůĂƟŽŶƐŝƐƐƵĞĚƉƵƌƐƵĂŶƚƚŽƚŚĞůĞĂŶŝƌĐƚ;ϰϮh͘^͘͘ΑϳϰϬϭ- ϳϲϳϭƋͿĂŶĚƚŚĞ&ĞĚĞƌĂů tĂƚĞƌWŽůůƵƟŽŶŽŶƚƌŽůĐƚĂƐĂŵĞŶĚĞĚ;ϯϯh͘^͘͘ΑϭϮϱϭ- ϭϯϴϳͿ͘sŝŽůĂƟŽŶƐŵƵƐƚďĞƌĞƉŽƌƚĞĚƚŽ ƚŚĞ&ĞĚĞƌĂůĂǁĂƌĚŝŶŐĂŐĞŶĐLJĂŶĚƚŚĞZĞŐŝŽŶĂůKĸĐĞŽĨƚŚĞ ŶǀŝƌŽŶŵĞŶƚĂůWƌŽƚĞĐƟŽŶŐĞŶĐLJ
;
WͿ͘^ƵƉƉůŝĞƌĐĞƌƟĮĞƐƚŚĂƚĚƵƌŝŶŐƚŚĞƚĞƌŵŽĨƚŚŝƐŐƌĞĞŵĞŶƚŝƚǁŝůůĐŽŵƉůLJǁŝƚŚĂƉƉůŝĐĂďůĞ ƌĞƋƵŝƌĞŵĞŶƚƐĂƐƌĞĨĞƌĞŶĐĞĚĂďŽǀĞ͘
vi)
ZD
EdE^h^W
E^/KE;
y
hd/s
KZ
Z^ϭϮϱϰϵEϭϮϲϴϵͿ͘ A contract
ĂǁĂƌĚ;ƐĞĞϮ͘&͘Z͘ΑϭϴϬ͘ϮϮϬͿŵƵƐƚŶŽƚďĞŵĂĚĞƚŽƉĂƌƟĞƐůŝƐƚĞĚŽŶƚŚĞŐŽǀĞƌŶŵĞŶƚǁŝĚĞ ĞdžĐůƵƐŝŽŶƐŝŶƚŚĞ^LJƐƚĞŵĨŽƌǁĂƌĚDĂŶĂŐĞŵĞŶƚ;^DͿ͕ŝŶĂĐĐŽƌĚĂŶĐĞǁŝƚŚƚŚĞKDŐƵŝĚĞůŝŶĞƐ ĂƚϮ͘&͘Z͘ΑϭϴϬƚŚĂƚŝŵƉůĞŵĞŶƚ
džĞĐƵƟǀĞKƌĚĞƌƐϭϮϱϰϵ;ϯ͘&͘Z͘ΑϭϵϴϲŽŵƉ͕͘Ɖ͘ϭϴϵͿĂŶĚ ϭϮϲϴϵ;ϯ͘&͘Z͘ΑϭϵϴϵŽŵƉ͕͘Ɖ͘ϮϯϱͿ͕͞ĞďĂƌŵĞŶƚĂŶĚ^ƵƐƉĞŶƐŝŽŶ͘͟^D džĐůƵƐŝŽŶƐĐŽŶƚĂŝŶƐ
ƚŚĞŶĂŵĞƐŽĨƉĂƌƟĞƐĚĞďĂƌƌĞĚ͕ƐƵƐƉĞŶĚĞĚ͕ŽƌŽƚŚĞƌǁŝƐĞĞdžĐůƵĚĞĚďLJĂŐĞŶĐŝĞƐ͕ĂƐǁĞůůĂƐƉĂƌƟĞƐ ĚĞĐůĂƌĞĚŝŶĞůŝŐŝďůĞƵŶĚĞƌƐƚĂƚƵƚŽƌLJŽƌƌĞŐƵůĂƚŽƌLJĂƵƚŚŽƌŝƚLJŽƚŚĞƌƚŚĂŶ džĞĐƵƟǀĞKƌĚĞƌϭϮϱϰϵ͘
^ƵƉƉůŝĞƌĐĞƌƟĮĞƐƚŚĂƚŶĞŝƚŚĞƌŝƚŶŽƌŝƚƐƉƌŝŶĐŝƉĂůƐĂƌĞƉƌĞƐĞŶƚůLJĚĞďĂƌƌĞĚ͕ƐƵƐƉĞŶĚĞĚ͕ƉƌŽƉŽƐĞĚ ĨŽƌĚĞďĂƌŵĞŶƚ͕ĚĞĐůĂƌĞĚŝŶĞůŝŐŝďůĞ͕ŽƌǀŽůƵŶƚĂƌŝůLJĞdžĐůƵĚĞĚĨƌŽŵƉĂƌƟĐŝƉĂƟŽŶďLJĂŶLJĨĞĚĞƌĂů department or agency.
vii) BYRD ANTI->Kz/E'D
ED
Ed͕^D
E
;ϯϭh͘^͘͘ΑϭϯϱϮͿ͘ Suppliers must
ĮůĞĂŶLJƌĞƋƵŝƌĞĚĐĞƌƟĮĐĂƟŽŶƐ͘^ƵƉƉůŝĞƌƐŵƵƐƚŶŽƚŚĂǀĞƵƐĞĚĨĞĚĞƌĂůĂƉƉƌŽƉƌŝĂƚĞĚĨƵŶĚƐƚŽƉĂLJ ĂŶLJƉĞƌƐŽŶŽƌŽƌŐĂŶŝnjĂƟŽŶĨŽƌŝŶŇƵĞŶĐŝŶŐŽƌĂƩĞŵƉƟŶŐƚŽŝŶŇƵĞŶĐĞĂŶŽĸĐĞƌŽƌĞŵƉůŽLJĞĞŽĨ ĂŶLJĂŐĞŶĐLJ͕ĂŵĞŵďĞƌŽĨŽŶŐƌĞƐƐ͕ŽĸĐĞƌŽƌĞŵƉůŽLJĞĞŽĨŽŶŐƌĞƐƐ͕ŽƌĂŶĞŵƉůŽLJĞĞŽĨĂ ŵĞŵďĞƌŽĨŽŶŐƌĞƐƐŝŶĐŽŶŶĞĐƟŽŶǁŝƚŚŽďƚĂŝŶŝŶŐĂŶLJĨĞĚĞƌĂůĐŽŶƚƌĂĐƚ͕ŐƌĂŶƚ͕ŽƌĂŶLJŽƚŚĞƌ ĂǁĂƌĚĐŽǀĞƌĞĚďLJϯϭh͘^͘͘ΑϭϯϱϮ͘^ƵƉƉůŝĞƌƐŵƵƐƚĚŝƐĐůŽƐĞĂŶLJůŽďďLJŝŶŐǁŝƚŚŶŽŶ-ĨĞĚĞƌĂůĨƵŶĚƐ ƚŚĂƚƚĂŬĞƐƉůĂĐĞŝŶĐŽŶŶĞĐƟŽŶǁŝƚŚŽďƚĂŝŶŝŶŐĂŶLJĨĞĚĞƌĂůĂǁĂƌĚ͘^ƵĐŚĚŝƐĐůŽƐƵƌĞƐĂƌĞĨŽƌǁĂƌĚĞĚ ĨƌŽŵƟĞƌƚŽƟĞƌƵƉƚŽƚŚĞŶŽŶ-ĨĞĚĞƌĂůĂǁĂƌĚ͘^ƵƉƉůŝĞƌƐŵƵƐƚĮůĞĂůůĐĞƌƟĮĐĂƟŽŶƐĂŶĚĚŝƐĐůŽƐƵƌĞƐ ƌĞƋƵŝƌĞĚďLJ͕ĂŶĚŽƚŚĞƌǁŝƐĞĐŽŵƉůLJǁŝƚŚ͕ƚŚĞLJƌĚŶƟ->ŽďďLJŝŶŐŵĞŶĚŵĞŶƚ;ϯϭh͘^͘͘Αϭϯϱ2). viii) Z
KZZ
d
Ed/KEZ
Yh/Z
D
Ed^͘To the extent applicable, Supplier must comply
ǁŝƚŚƚŚĞƌĞĐŽƌĚƌĞƚĞŶƟŽŶƌĞƋƵŝƌĞŵĞŶƚƐĚĞƚĂŝůĞĚŝŶϮ͘&͘Z͘ΑϮϬϬ͘ϯϯϯ͘dŚĞ^ƵƉƉůŝĞƌĨƵƌƚŚĞƌ ĐĞƌƟĮĞƐƚŚĂƚŝƚǁŝůůƌĞƚĂŝŶĂůůƌĞĐŽƌĚƐĂƐƌĞƋƵŝƌĞĚďLJϮ͘&͘Z͘ΑϮϬϬ͘ϯϯϯĨŽƌĂƉĞƌŝŽĚŽĨϯLJĞĂƌƐĂŌĞƌ grantees or ƐƵďŐƌĂŶƚĞĞƐƐƵďŵŝƚĮŶĂůĞdžƉĞŶĚŝƚƵƌĞƌĞƉŽƌƚƐŽƌƋƵĂƌƚĞƌůLJŽƌĂŶŶƵĂůĮŶĂŶĐŝĂů ƌĞƉŽƌƚƐ͕ĂƐĂƉƉůŝĐĂďůĞ͕ĂŶĚĂůůŽƚŚĞƌƉĞŶĚŝŶŐŵĂƩĞƌƐĂƌĞĐůŽƐĞĚ͘ ix) ENERGY POLICY AND CONSERVATION ACT COMPLIANCE. To the extent applicable, ^ƵƉƉůŝĞƌŵƵƐƚĐŽŵƉůLJǁŝƚŚƚŚĞŵĂŶĚĂƚŽƌLJƐƚĂŶĚĂƌĚƐĂŶĚƉŽůŝĐŝĞƐƌĞůĂƟŶŐƚŽĞŶĞƌŐLJĞĸĐŝĞŶĐLJ ǁŚŝĐŚĂƌĞĐŽŶƚĂŝŶĞĚŝŶƚŚĞƐƚĂƚĞĞŶĞƌŐLJĐŽŶƐĞƌǀĂƟŽŶƉůĂŶŝƐƐƵĞĚŝŶĐŽŵƉůŝĂŶĐĞǁŝƚŚƚŚĞ ŶĞƌŐLJ
WŽůŝĐLJĂŶĚŽŶƐĞƌǀĂƟŽŶĐƚ͘
x) BUY AMERICAN PROVISIONS COMPLIANCE. To the extent applicable, Supplier must ĐŽŵƉůLJǁŝƚŚĂůůĂƉƉůŝĐĂďůĞƉƌŽǀŝƐŝŽŶƐŽĨƚŚĞƵLJŵĞƌŝĐĂŶĐƚ͘WƵƌĐŚĂƐĞƐŵĂĚĞŝŶĂĐĐŽƌĚĂŶĐĞ ǁŝƚŚƚŚĞƵLJŵĞƌŝĐĂŶĐƚŵƵƐƚĨŽůůŽǁƚŚĞĂƉƉůŝĐĂďůĞƉƌŽĐƵƌĞŵĞŶƚƌƵůĞƐĐĂůůŝŶŐĨŽƌĨƌĞĞĂŶĚ ŽƉĞŶĐŽŵƉĞƟƟŽŶ͘
052725-RMT
v052824 6
xi)
^^dKZ
KZ^;Ϯ͘&͘Z͘ΑϮϬϬ͘ϯϯϲͿ͘ ^ƵƉƉůŝĞƌĂŐƌĞĞƐƚŚĂƚĚƵůLJĂƵƚŚŽƌŝnjĞĚ ƌĞƉƌĞƐĞŶƚĂƟǀĞƐŽĨĂĨĞĚĞƌĂůĂŐĞŶĐLJŵƵƐƚŚĂǀĞĂĐĐĞƐƐƚŽĂŶLJŬƐ͕ĚŽĐƵŵĞŶƚƐ͕ƉĂƉĞƌƐĂŶĚ ƌĞĐŽƌĚƐŽĨ^ƵƉƉůŝĞƌƚŚĂƚĂƌĞĚŝƌĞĐƚůLJƉĞƌƟŶĞŶƚƚŽ^ƵƉƉůŝĞƌ͛ƐĚŝƐĐŚĂƌŐĞŽĨŝƚƐŽďůŝŐĂƟŽŶƐƵŶĚĞƌƚŚŝƐ ŐƌĞĞŵĞŶƚĨŽƌƚŚĞƉƵƌƉŽƐĞŽĨŵĂŬŝŶŐĂƵĚŝƚƐ͕ĞdžĂŵŝŶĂƟŽŶƐ͕ĞdžĐĞƌƉƚƐ͕ĂŶĚƚƌĂŶƐĐƌŝƉƟŽŶƐ͘dŚĞ ƌŝŐŚƚĂůƐŽŝŶĐůƵĚĞƐƟŵĞůLJĂŶĚƌĞĂƐŽŶĂďůĞĂĐĐĞƐƐƚŽ^ƵƉƉůŝĞƌ͛ƐƉĞƌƐŽŶŶĞůĨŽƌƚŚĞƉƵƌƉŽƐĞŽĨ ŝŶƚĞƌǀŝĞǁĂŶĚĚŝƐĐƵƐƐŝŽŶƌĞůĂƟŶŐƚŽƐƵĐŚĚŽĐƵŵĞŶƚƐ͘
xii) WZKhZ
D
EdK&Z
Ks
Z
Dd
Z/>^;Ϯ͘&͘Z͘ΑϮϬϬ͘ϯϮϮͿ͘A non-ĨĞĚĞƌĂůĞŶƟƚLJ
ƚŚĂƚŝƐĂƐƚĂƚĞĂŐĞŶĐLJŽƌĂŐĞŶĐLJŽĨĂƉŽůŝƟĐĂůƐƵďĚŝǀŝƐŝŽŶŽĨĂƐƚĂƚĞĂŶĚŝƚƐĐŽŶƚƌĂĐƚŽƌƐŵƵƐƚ ĐŽŵƉůLJǁŝƚŚ^ĞĐƟŽŶϲϬϬϮŽĨƚŚĞ^ŽůŝĚtĂƐƚĞŝƐƉŽƐĂůĐƚ͕ĂƐĂŵĞŶĚĞĚďLJƚŚĞZĞƐŽƵƌĐĞ ŽŶƐĞƌǀĂƟŽŶĂŶĚZĞĐŽǀĞƌLJĐƚ͘dŚĞƌĞƋƵŝƌĞŵĞŶƚƐŽĨ^ĞĐƟŽŶϲϬϬϮŝŶĐůƵĚĞƉƌŽĐƵƌŝŶŐŽŶůLJŝƚĞŵƐ ĚĞƐŝŐŶĂƚĞĚŝŶŐƵŝĚĞůŝŶĞƐŽĨƚŚĞ
ŶǀŝƌŽŶŵĞŶƚĂůWƌŽƚĞĐƟŽŶŐĞŶĐLJ;
WͿĂƚϰϬ͘&͘Z͘ΑϮϰϳƚŚĂƚ
ĐŽŶƚĂŝŶƚŚĞŚŝŐŚĞƐƚƉĞƌĐĞŶƚĂŐĞŽĨƌĞĐŽǀĞƌĞĚŵĂƚĞƌŝĂůƐƉƌĂĐƟĐĂďůĞ͕ consistent with maintaining a ƐĂƟƐĨĂĐƚŽƌLJůĞǀĞůŽĨĐŽŵƉĞƟƟŽŶ͕ǁŚĞƌĞƚŚĞƉƵƌĐŚĂƐĞƉƌŝĐĞŽĨƚŚĞŝƚĞŵĞdžĐĞĞĚƐΨϭϬ͕ϬϬϬŽƌƚŚĞ ǀĂůƵĞŽĨƚŚĞƋƵĂŶƟƚLJĂĐƋƵŝƌĞĚĚƵƌŝŶŐƚŚĞƉƌĞĐĞĚŝŶŐĮƐĐĂůLJĞĂƌĞdžĐĞĞĚĞĚΨϭϬ͕ϬϬϬ͖ƉƌŽĐƵƌŝŶŐ solid waste management services in a mĂŶŶĞƌƚŚĂƚŵĂdžŝŵŝnjĞƐĞŶĞƌŐLJĂŶĚƌĞƐŽƵƌĐĞƌĞĐŽǀĞƌLJ͖ ĂŶĚĞƐƚĂďůŝƐŚŝŶŐĂŶĂĸƌŵĂƟǀĞƉƌŽĐƵƌĞŵĞŶƚƉƌŽŐƌĂŵĨŽƌƉƌŽĐƵƌĞŵĞŶƚŽĨƌĞĐŽǀĞƌĞĚŵĂƚĞƌŝĂůƐ ŝĚĞŶƟĮĞĚŝŶƚŚĞ
WŐƵŝĚĞůŝŶĞƐ͘
xiii) &
Z>^
>;^Ϳ͕>K'K^͕E&>'^͘ The Supplier cannot use the seal(s), logos, crests, ŽƌƌĞƉƌŽĚƵĐƟŽŶƐŽĨŇĂŐƐŽƌůŝŬĞŶĞƐƐĞƐŽĨ&ĞĚĞƌĂůĂŐĞŶĐLJŽĸĐŝĂůƐǁŝƚŚŽƵƚƐƉĞĐŝĮĐƉƌĞ-approval. xiv) NO OBLIGATION BY FEDERAL GOVERNMENT. dŚĞh͘^͘ĨĞĚĞƌĂůŐŽǀĞƌŶŵĞŶƚŝƐŶŽƚĂƉĂƌƚLJ ƚŽƚŚŝƐŐƌĞĞŵĞŶƚŽƌĂŶLJƉƵƌĐŚĂƐĞďLJĂWĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJĂŶĚŝƐŶŽƚƐƵďũĞĐƚƚŽĂŶLJŽďůŝŐĂƟŽŶƐ
ŽƌůŝĂďŝůŝƟĞƐƚŽƚŚĞWĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJ͕^ƵƉƉůŝĞƌ͕ŽƌĂŶLJŽƚŚĞƌƉĂƌƚLJƉĞƌƚĂŝŶŝŶŐƚŽĂŶLJŵĂƩĞƌ ƌĞƐƵůƟŶŐĨƌŽŵƚŚĞŐƌĞĞŵĞŶƚŽƌĂŶLJƉƵƌĐŚĂƐĞďLJĂŶĂƵƚŚŽƌŝnjĞĚƵƐĞƌ͘ xv) PROGRAM FRAUD AND FALSE OR FRAUDULENT STATEMENTS OR RELATED ACTS. The ŽŶƚƌĂĐƚŽƌĂĐŬŶŽǁůĞĚŐĞƐƚŚĂƚϯϭh͘^͘͘Αϯϴ;ĚŵŝŶŝƐƚƌĂƟǀĞZĞŵĞĚŝĞƐĨŽƌ&ĂůƐĞůĂŝŵƐĂŶĚ ^ƚĂƚĞŵĞŶƚƐͿĂƉƉůŝĞƐƚŽƚŚĞ^ƵƉƉůŝĞƌ͛ƐĂĐƟŽŶƐƉĞƌƚĂŝŶŝŶŐƚŽƚŚŝƐŐƌĞĞŵĞŶƚŽƌĂŶLJƉƵƌĐŚĂƐĞďLJĂ WĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJ͘
xvi) FEDERAL DEBT. dŚĞ^ƵƉƉůŝĞƌĐĞƌƟĮĞƐƚŚĂƚŝƚŝƐŶŽŶ-ĚĞůŝŶƋƵĞŶƚŝŶŝƚƐƌĞƉĂLJŵĞŶƚŽĨĂŶLJ ĨĞĚĞƌĂůĚĞďƚ͘
džĂŵƉůĞƐŽĨƌĞůĞǀĂŶƚĚĞďƚŝŶĐůƵĚĞĚĞůŝŶƋƵĞŶƚƉĂLJƌŽůůĂŶĚŽƚŚĞƌƚĂdžĞƐ͕ĂƵĚŝƚ ĚŝƐĂůůŽǁĂŶĐĞ͕ĂŶĚďĞŶĞĮƚŽǀĞƌƉĂLJŵĞŶƚƐ͘
xvii) CONFLICTS OF INTEREST. dŚĞ^ƵƉƉůŝĞƌŵƵƐƚŶŽƟĨLJƚŚĞh͘^͘KĸĐĞŽĨ'ĞŶĞƌĂů^ĞƌǀŝĐĞƐ͕ ^ŽƵƌĐĞǁĞůů͕ĂŶĚWĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJĂƐƐŽŽŶĂƐƉŽƐƐŝďůĞŝĨƚŚŝƐŐƌĞĞŵĞŶƚŽƌĂŶLJĂƐƉĞĐƚƌĞůĂƚĞĚ ƚŽƚŚĞĂŶƟĐŝƉĂƚĞĚǁŽƌŬƵŶĚĞƌƚŚŝƐŐƌĞĞŵĞŶƚƌĂŝƐĞƐĂŶĂĐƚƵĂůŽƌƉŽƚĞŶƟĂůĐŽŶŇŝĐƚŽĨŝŶƚĞƌĞƐƚ(as ĚĞƐĐƌŝďĞĚŝŶϮ͘&͘Z͘WĂƌƚϮϬϬͿ͘dŚĞ^ƵƉƉůŝĞƌŵƵƐƚĞdžƉůĂŝŶƚŚĞĂĐƚƵĂůŽƌƉŽƚĞŶƟĂůĐŽŶŇŝĐƚŝŶ ǁƌŝƟŶŐŝŶƐƵĸĐŝĞŶƚĚĞƚĂŝůƐŽƚŚĂƚƚŚĞh͘^͘KĸĐĞŽĨ'ĞŶĞƌĂů^ĞƌǀŝĐĞƐ͕^ŽƵƌĐĞǁĞůů͕ĂŶĚ WĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJĂƌĞĂďůĞƚŽĂƐƐĞƐƐƚŚĞĂĐƚƵĂůŽƌƉŽƚĞŶƟĂůĐŽŶŇŝĐƚ͖ĂŶĚƉƌŽǀŝĚĞĂŶLJĂĚĚŝƟŽŶĂů ŝŶĨŽƌŵĂƟŽŶĂƐŶĞĐĞƐƐĂƌLJŽƌƌĞƋƵĞƐƚĞĚ͘
xviii) h͘^͘
y
hd/s
KZ
ZϭϯϮϮϰ͘ The Supplier, and its subcontractors, must comply with h͘^͘
džĞĐƵƟǀĞKƌĚĞƌϭϯϮϮϰĂŶĚh͘^͘>ĂǁƐƚŚĂƚƉƌŽŚŝďŝƚƚƌĂŶƐĂĐƟŽŶƐǁŝƚŚĂŶĚƉƌŽǀŝƐŝŽŶŽĨ ƌĞƐŽƵƌĐĞƐĂŶĚƐƵƉƉŽƌƚƚŽŝŶĚŝǀŝĚƵĂůƐĂŶĚŽƌŐĂŶŝnjĂƟŽŶƐĂƐƐŽĐŝĂƚĞĚǁŝƚŚƚĞƌƌŽƌŝƐŵ͘
052725-RMT
v052824 7
xix) PROHIBITION ON CERTAIN TELECOMMUNICATIONS AND VIDEO SURVEILLANCE ^
Zs/
^KZ
Yh/WD
Ed͘ dŽƚŚĞĞdžƚĞŶƚĂƉƉůŝĐĂďůĞ͕^ƵƉƉůŝĞƌĐĞƌƟĮĞƐƚŚĂƚĚƵƌŝŶŐƚŚĞƚĞƌŵŽĨ ƚŚŝƐŐƌĞĞŵĞŶƚŝƚǁŝůůĐŽŵƉůLJǁŝƚŚĂƉƉůŝĐĂďůĞƌĞƋƵŝƌĞŵĞŶƚƐŽĨϮ͘&͘Z͘ΑϮϬϬ͘Ϯϭϲ͘ xx) DOMESTIC PREFERENCES FOR PROCUREMENTS. To the extent applicable, Supplier ĐĞƌƟĮĞƐƚŚĂƚĚƵƌŝŶŐƚŚĞƚĞƌŵŽĨƚŚŝƐŐƌĞĞŵĞŶƚ͕^ƵƉƉůŝĞƌǁŝůůĐŽŵƉůLJǁŝƚŚĂƉƉůŝĐĂďůĞ ƌĞƋƵŝƌĞŵĞŶƚƐŽĨϮ͘&͘Z͘ΑϮϬϬ͘ϯϮϮ͘
ƌƟĐůĞϮ͗
^ŽƵƌĐĞǁĞůůĂŶĚ^ƵƉƉůŝĞƌKďůŝŐĂƟŽŶƐ
dŚĞdĞƌŵƐŝŶƚŚŝƐƌƟĐůĞϮƌĞůĂƚĞƐƉĞĐŝĮĐĂůůLJƚŽ^ŽƵƌĐĞǁĞůůĂŶĚŝƚƐĂĚŵŝŶŝƐƚƌĂƟŽŶŽĨƚŚŝƐDĂƐƚĞƌ ŐƌĞĞŵĞŶƚǁŝƚŚ^ƵƉƉůŝĞƌĂŶĚ^ƵƉƉůŝĞƌ͛ƐŽďůŝŐĂƟŽŶƐƚŚĞƌĞƵŶĚĞƌ͘ 1) ƵƚŚŽƌŝnjĞĚ^ĞůůĞƌƐ͘^ƵƉƉůŝĞƌŵƵƐƚƉƌŽǀŝĚĞ^ŽƵƌĐĞǁĞůůĂĐƵƌƌĞŶƚŵĞĂŶƐƚŽǀĂůŝĚĂƚĞŽƌĂƵƚŚĞŶƟĐĂƚĞ ^ƵƉƉůŝĞƌ͛ƐĂƵƚŚŽƌŝnjĞĚĚĞĂůĞƌƐ͕ĚŝƐƚƌŝďƵƚŽƌƐ͕ŽƌƌĞƐĞůůĞƌƐǁŚŝĐŚŵĂLJĐŽŵƉůĞƚĞƚƌĂŶƐĂĐƟŽŶƐŽĨ/ŶĐůƵĚĞĚ ^ŽůƵƟŽŶƐŽīĞƌĞĚƵŶĚĞƌƚŚŝƐŐƌĞĞŵĞŶƚ͘^ŽƵƌĐĞǁĞůůŵĂLJƌĞƋƵĞƐƚƵƉĚĂƚĞĚŝŶĨŽƌŵĂƟŽŶŝŶŝƚƐ ĚŝƐĐƌĞƟŽŶ͕ĂŶĚ^ƵƉƉůŝĞƌĂŐƌĞĞƐƚŽƉƌŽǀŝĚĞƌĞƋƵĞƐƚĞĚŝŶĨŽƌŵĂƟŽŶǁŝƚŚŝŶĂƌĞĂƐŽŶĂďůĞƟŵĞ͘ 2) WƌŽĚƵĐƚĂŶĚWƌŝĐĞŚĂŶŐĞƐZĞƋƵŝƌĞŵĞŶƚƐ͘ ^ƵƉƉůŝĞƌŵĂLJƌĞƋƵĞƐƚ/ŶĐůƵĚĞĚ^ŽůƵƟŽŶƐchanges, ĂĚĚŝƟŽŶƐ͕ŽƌĚĞůĞƟŽŶƐĂƚĂŶLJƟŵĞ͘ůůƌĞƋƵĞƐƚƐŵƵƐƚďĞŵĂĚĞŝŶǁƌŝƟŶŐďLJƐƵďŵŝƫŶŐĂ^ŽƵƌĐĞǁĞůů WƌŝĐĞĂŶĚWƌŽĚƵĐƚŚĂŶŐĞZĞƋƵĞƐƚ&ŽƌŵƚŽ^ŽƵƌĐĞǁĞůů͘ƚĂŵŝŶŝŵƵŵ͕ƚŚĞƌĞƋƵĞƐƚŵƵƐƚ͗ x /ĚĞŶƟĨLJƚŚĞĂƉƉůŝĐĂďůĞ^ŽƵƌĐĞǁĞůůŐƌĞĞŵĞŶƚŶƵŵďĞƌ͖
x ůĞĂƌůLJƐƉĞĐŝĨLJƚŚĞƌĞƋƵĞƐƚĞĚĐŚĂŶŐĞ͖
x WƌŽǀŝĚĞƐƵĸĐŝĞŶƚĚĞƚĂŝůƚŽũƵƐƟĨLJƚŚĞƌĞƋƵĞƐƚĞĚĐŚĂŶŐĞ͖ x /ŶĚŝǀŝĚƵĂůůLJůŝƐƚĂůů/ŶĐůƵĚĞĚ^ŽůƵƟŽŶƐĂīĞĐƚĞĚďLJƚŚĞƌĞƋƵĞƐƚĞĚĐŚĂŶŐĞ͕ĂůŽŶŐǁŝƚŚƚŚĞ ƌĞƋƵĞƐƚĞĚĐŚĂŶŐĞ;Ğ͘Ő͕͘ĂĚĚŝƟŽŶ͕ĚĞůĞƟŽŶ͕ƉƌŝĐĞĐŚĂŶŐĞͿ͖ĂŶĚ x /ŶĐůƵĚĞĂĐŽŵƉůĞƚĞƌĞƐƚĂƚĞŵĞŶƚŽĨWƌŝĐŝŶŐ>ŝƐƚǁŝƚŚƚŚĞĞīĞĐƟǀĞĚĂƚĞŽĨƚŚĞŵŽĚŝĮĞĚƉƌŝĐŝŶŐ͕ ŽƌƉƌŽĚƵĐƚĂĚĚŝƟŽŶŽƌĚĞůĞƟŽŶ͘dŚĞŶĞǁƉƌŝĐŝŶŐƌĞƐƚĂƚĞŵĞŶƚŵƵƐƚŝŶĐůƵĚĞĂůů/ŶĐůƵĚĞĚ ^ŽůƵƟŽŶƐŽīĞƌĞĚ͕ĞǀĞŶĨŽƌƚŚŽƐĞŝƚĞŵƐǁŚĞƌĞƉƌŝĐŝŶŐƌĞŵĂŝŶƐƵŶĐŚĂŶŐĞĚ͘ ĨƵůůLJĞdžĞĐƵƚĞĚ^ŽƵƌĐĞǁĞůůWƌŝĐĞĂŶĚWƌŽĚƵĐƚŚĂŶŐĞZĞƋƵĞƐƚ&ŽƌŵǁŝůůďĞĐŽŵĞĂŶĂŵĞŶĚŵĞŶƚƚŽ ƚŚŝƐŐƌĞĞŵĞŶƚĂŶĚǁŝůůďĞŝŶĐŽƌƉŽƌĂƚĞĚďLJƌĞĨĞƌĞŶĐĞ͘
ϯͿ ƵƚŚŽƌŝnjĞĚZĞƉƌĞƐĞŶƚĂƟǀĞ͘ ^ƵƉƉůŝĞƌǁŝůůĂƐƐŝŐŶĂŶƵƚŚŽƌŝnjĞĚZĞƉƌĞƐĞŶƚĂƟǀĞƚŽ^ŽƵƌĐĞǁĞůůĨŽƌƚŚŝƐ ŐƌĞĞŵĞŶƚĂŶĚŵƵƐƚƉƌŽǀŝĚĞƉƌŽŵƉƚŶŽƟĐĞƚŽ^ŽƵƌĐĞǁĞůůŝĨƚŚĂƚƉĞƌƐŽŶŝƐĐŚĂŶŐĞĚ͘dŚĞƵƚŚŽƌŝnjĞĚ ZĞƉƌĞƐĞŶƚĂƟǀĞǁŝůůďĞƌĞƐƉŽŶƐŝďůĞĨŽƌ͗
x DĂŝŶƚĞŶĂŶĐĞĂŶĚŵĂŶĂŐĞŵĞŶƚŽĨƚŚŝƐŐƌĞĞŵĞŶƚ͖
x dŝŵĞůLJƌĞƐƉŽŶƐĞƚŽĂůů^ŽƵƌĐĞǁĞůůĂŶĚWĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJŝŶƋƵŝƌŝĞƐ͖ĂŶĚ
x WĂƌƟĐŝƉĂƟŽŶŝŶƌĞǀŝĞǁƐǁŝƚŚ^ŽƵƌĐĞǁĞůů͘
^ŽƵƌĐĞǁĞůůΖƐƵƚŚŽƌŝnjĞĚZĞƉƌĞƐĞŶƚĂƟǀĞŝƐŝƚƐŚŝĞĨWƌŽĐƵƌĞŵĞŶƚKĸĐĞƌ.
052725-RMT
v052824 8
4) WĞƌĨŽƌŵĂŶĐĞZĞǀŝĞǁƐ͘ Supplier will ƉĞƌĨŽƌŵĂŵŝŶŝŵƵŵŽĨŽŶĞƌĞǀŝĞǁǁŝƚŚ^ŽƵƌĐĞǁĞůůƉĞƌ ĂŐƌĞĞŵĞŶƚLJĞĂƌ͘dŚĞƌĞǀŝĞǁǁŝůůĐŽǀĞƌƚƌĂŶƐĂĐƟŽŶƐƚŽWĂƌƟĐŝƉĂƟŶŐ ŶƟƟĞƐ͕ƉƌŝĐŝŶŐĂŶĚƚĞƌŵƐ͕
ĂĚŵŝŶŝƐƚƌĂƟǀĞĨĞĞƐ͕ƐĂůĞƐĚĂƚĂƌĞƉŽƌƚƐ͕ƉĞƌĨŽƌŵĂŶĐĞŝƐƐƵĞƐ͕ƐƵƉƉůLJ chain issues, customer issues, and ĂŶLJŽƚŚĞƌŶĞĐĞƐƐĂƌLJŝŶĨŽƌŵĂƟŽŶ͘
5) ^ĂůĞƐZĞƉŽƌƟŶŐZĞƋƵŝƌĞĚ͘ ^ƵƉƉůŝĞƌŝƐƌĞƋƵŝƌĞĚĂƐĂŵĂƚĞƌŝĂůĞůĞŵĞŶƚƚŽƚŚŝƐDĂƐƚĞƌŐƌĞĞŵĞŶƚƚŽ ƌĞƉŽƌƚĂůůĐŽŵƉůĞƚĞĚƚƌĂŶƐĂĐƟŽŶƐǁŝƚŚWĂƌƟĐŝƉĂƟŶŐ
ŶƟƟĞƐƵƟůŝnjŝŶŐƚŚŝƐŐƌĞĞŵĞŶƚ͘&ĂŝůƵƌĞƚŽ
provide complete and accurate ƌĞƉŽƌƚƐĂƐĚĞĮŶĞĚŚĞƌĞŝŶǁŝůůďĞĂŵĂƚĞƌŝĂůďƌĞĂĐŚŽĨƚŚĞŐƌĞĞŵĞŶƚ ĂŶĚ^ŽƵƌĐĞǁĞůůƌĞƐĞƌǀĞƐƚŚĞƌŝŐŚƚƚŽƉƵƌƐƵĞĂůůƌĞŵĞĚŝĞƐĂǀĂŝůĂďůĞĂƚůĂǁŝŶĐůƵĚŝŶŐĐĂŶĐĞůůĂƟŽŶŽĨ this Agreement.
6) ZĞƉŽƌƟŶŐZĞƋƵŝƌĞŵĞŶƚƐ͘ ^ƵƉƉůŝĞƌŵƵƐƚƉƌŽǀŝĚĞ^ŽƵƌĐĞǁĞůůĂŶĂĐƟǀŝƚLJƌĞƉŽƌƚŽĨĂůůƚƌĂŶƐĂĐƟŽŶƐ ĐŽŵƉůĞƚĞĚƵƟůŝnjŝŶŐƚŚŝƐŐƌĞĞŵĞŶƚ͘ZĞƉŽƌƚƐĂƌĞĚƵĞĂƚůĞĂƐƚŽŶĐĞĞĂĐŚĐĂůĞŶĚĂƌƋƵĂƌƚĞƌ;ZĞƉŽƌƟŶŐ WĞƌŝŽĚͿ͘ZĞƉŽƌƚƐŵƵƐƚďĞƌĞĐĞŝǀĞĚŶŽůĂƚĞƌƚŚĂŶϰϱĐĂůĞŶĚĂƌĚĂLJƐĂŌĞƌƚŚĞĞŶĚŽĨĞĂch calendar ƋƵĂƌƚĞƌ͘^ƵƉƉůŝĞƌŵĂLJƌĞƉŽƌƚŽŶĂŵŽƌĞĨƌĞƋƵĞŶƚďĂƐŝƐŝŶŝƚƐĚŝƐĐƌĞƟŽŶ͘ZĞƉŽƌƚƐŵƵƐƚďĞƉƌŽǀŝĚĞĚ ƌĞŐĂƌĚůĞƐƐŽĨƚŚĞĂŵŽƵŶƚŽĨĐŽŵƉůĞƚĞĚƚƌĂŶƐĂĐƟŽŶƐĚƵƌŝŶŐƚŚĂƚƋƵĂƌƚĞƌ;ŝ͘Ğ͕͘ŝĨƚŚĞƌĞĂƌĞŶŽƐĂůĞƐ͕ Supplier must submit a ƌĞƉŽƌƚŝŶĚŝĐĂƟŶŐŶŽƐĂůĞƐǁĞƌĞŵĂĚĞͿ͘ dŚĞZĞƉŽƌƚŵƵƐƚĐŽŶƚĂŝŶƚŚĞĨŽůůŽǁŝŶŐĮĞůĚƐ͗
x WĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJEĂŵĞ;Ğ͘Ő͕͘ŝƚLJŽĨ^ƚĂƉůĞƐ,ŝŐŚǁĂLJĞƉĂƌƚŵĞŶƚͿ͖
x WĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJWŚLJƐŝĐĂů^ƚƌĞĞƚĚĚƌĞƐƐ͖
x WĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJŝƚLJ͖
x WĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJ^ƚĂƚĞͬWƌŽǀŝŶĐĞ͖
x WĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJŝƉͬWŽƐƚĂůŽĚĞ͖
x ^ŽƵƌĐĞǁĞůůWĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJAccount Number;
x dƌĂŶƐĂĐƟŽŶĞƐĐƌŝƉƟŽŶ͖
x dƌĂŶƐĂĐƟŽŶWƵƌĐŚĂƐĞĚWƌŝĐĞ͖
x ^ŽƵƌĐĞǁĞůůĚŵŝŶŝƐƚƌĂƟǀĞ&ĞĞƉƉůŝĞĚ͖ĂŶĚ
x ĂƚĞdƌĂŶƐĂĐƟŽŶǁĂƐŝŶǀŽŝĐĞĚͬƐĂůĞǁĂƐƌĞĐŽŐŶŝnjĞĚĂƐƌĞǀĞŶƵĞďLJ^ƵƉƉůŝĞƌ͘ /Ĩcollected by Supplier, the Report may include the ĨŽůůŽǁŝŶŐĮĞůĚƐĂƐĂǀĂŝůĂďůĞ͗ x WĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJŽŶƚĂĐƚEĂŵĞ͖
x WĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJŽŶƚĂĐƚ
ŵĂŝůĚĚƌĞƐƐ͖
x WĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJŽŶƚĂĐƚdĞůĞƉŚŽŶĞEƵŵďĞƌ͖
7) ĚŵŝŶŝƐƚƌĂƟǀĞ&ĞĞ͘ /ŶĐŽŶƐŝĚĞƌĂƟŽŶĨŽƌƚŚĞƐƵƉƉŽƌƚĂŶĚƐĞƌǀŝĐĞƐƉƌŽǀŝĚĞĚďLJ^ŽƵƌĐĞǁĞůů͕^ƵƉƉůŝĞƌ ǁŝůůƉĂLJĂŶĚŵŝŶŝƐƚƌĂƟǀĞ&ĞĞƚŽ^ŽƵƌĐĞǁĞůůŽŶĂůůĐŽŵƉůĞƚĞĚƚƌĂŶƐĂĐƟŽŶƐƚŽWĂƌƟĐŝƉĂƟŶŐ ŶƟƟĞƐ
ƵƟůŝnjŝŶŐƚŚŝƐŐƌĞĞŵĞŶƚ͘^ƵƉƉůŝĞƌǁŝůůŝŶĐůƵĚĞŝƚƐĚŵŝŶŝƐƚƌĂƟǀĞ&ĞĞǁŝƚŚin its proposed pricing. ^ƵƉƉůŝĞƌŵĂLJŶŽƚĚŝƌĞĐƚůLJĐŚĂƌŐĞWĂƌƟĐŝƉĂƟŶŐ
ŶƟƟĞƐƚŽŽīƐĞƚƚŚĞĚŵŝŶŝƐƚƌĂƟǀĞ&ĞĞ͘
8) &ĞĞĂůĐƵůĂƟŽŶ͘ ^ƵƉƉůŝĞƌ͛ƐĚŵŝŶŝƐƚƌĂƟǀĞ&ĞĞƉĂLJĂďůĞƚŽ^ŽƵƌĐĞǁĞůůǁŝůůďĞĐĂůĐƵůĂƚĞĚĂƐĂƐƚĂƚĞĚ ƉĞƌĐĞŶƚĂŐĞ;ůŝƐƚĞĚŝŶ^ƵƉƉůŝĞƌ͛ƐWƌŽƉŽƐĂůͿŽĨĂůůĐŽŵƉůĞƚĞĚƚƌĂŶƐĂĐƟŽŶƐƵƟůŝnjŝŶŐƚŚŝƐDĂƐƚĞƌ ŐƌĞĞŵĞŶƚǁŝƚŚŝŶƚŚĞƉƌĞĐĞĚŝŶŐZĞƉŽƌƟŶŐWĞƌŝŽĚ͘ For certain categories, a ŇĂƚĨĞĞ may be proposed. dŚĞĚŵŝŶŝƐƚƌĂƟǀĞ&ĞĞǁŝůůďĞƐƚĂƚĞĚŝŶ^ƵƉƉůŝĞƌ͛ƐWƌŽƉŽƐĂů. 9) &ĞĞZĞŵŝƩĂŶĐĞ͘ ^ƵƉƉůŝĞƌǁŝůůƌĞŵŝƚĨĞĞƚŽ^ŽƵƌĐĞǁĞůůŶŽůĂƚĞƌƚŚĂŶϰϱĐĂůĞŶĚĂƌĚĂLJƐĂŌĞƌƚŚĞĐůŽƐĞ ŽĨƚŚĞƉƌĞĐĞĚŝŶŐĐĂůĞŶĚĂƌƋƵĂƌƚĞƌŝŶĐŽŶũƵŶĐƟŽŶǁŝƚŚ^ƵƉƉůŝĞƌ͛ƐZĞƉŽƌƟŶŐWĞƌŝŽĚŽďůŝŐĂƟŽŶƐ
052725-RMT
v052824 9
ĚĞĮŶĞĚŚĞƌĞŝŶ͘WĂLJŵĞŶƚƐƐŚŽƵůĚŶŽƚĞƚŚĞ^ƵƉƉůŝĞƌ͛ƐŶĂŵĞĂŶĚ^ŽƵƌĐĞǁĞůů-assigned Agreement number in the memo; and must be either mailed to Sourcewell ĂďŽǀĞ͞ƩŶ͗ĐĐŽƵŶƚƐZĞĐĞŝǀĂďůĞ͟Žƌ ƌĞŵŝƩĞĚĞůĞĐƚƌŽŶŝĐĂůůLJƚŽ^ŽƵƌĐĞǁĞůů͛ƐďĂŶŬŝŶŐŝŶƐƟƚƵƟŽŶƉĞƌ^ŽƵƌĐĞǁĞůů͛Ɛ&ŝŶĂŶĐĞĚĞƉĂƌƚŵĞŶƚ ŝŶƐƚƌƵĐƟŽŶƐ͘
10) EŽŶĐŽŵƉůŝĂŶĐĞ͘ Sourcewell reserves the right to seek all remedies available ĂƚůĂǁĨŽƌƵŶƉĂŝĚŽƌ ƵŶĚĞƌƉĂŝĚĚŵŝŶŝƐƚƌĂƟǀĞ&ĞĞƐĚƵĞƵŶĚĞƌƚŚŝƐŐƌĞĞŵĞŶƚ͘&ĂŝůƵƌĞƚŽƌĞŵŝƚƉĂLJŵĞŶƚ͕ĚĞůŝŶƋƵĞŶƚ payments͕ƵŶĚĞƌƉĂLJŵĞŶƚƐ͕ŽƌŽƚŚĞƌĚĞǀŝĂƟŽŶƐĨƌŽŵƚŚĞƌĞƋƵŝƌĞŵĞŶƚƐŽĨƚŚŝƐŐƌĞĞŵĞŶƚŵĂLJďĞ ĚĞĞŵĞĚĂŵĂƚĞƌŝĂůďƌĞĂĐŚĂŶĚŵĂLJƌĞƐƵůƚŝŶĐĂŶĐĞůůĂƟŽŶŽĨƚŚŝƐŐƌĞĞŵĞŶƚĂŶĚĚŝƐďĂƌŵĞŶƚĨƌŽŵ ĨƵƚƵƌĞŐƌĞĞŵĞŶƚƐ͘
11) ƵĚŝƚZĞƋƵŝƌĞŵĞŶƚƐ͘ Pursuant to Minn. Stat. Α 16C.05, subdivision 5, the books, records, ĚŽĐƵŵĞŶƚƐ͕ĂŶĚĂĐĐŽƵŶƟŶŐƉƌŽĐĞĚƵƌĞƐĂŶĚƉƌĂĐƟĐĞƐƌĞůĞǀĂŶƚƚŽƚŚŝƐŐƌĞĞŵĞŶƚĂƌĞƐƵďũĞĐƚƚŽ ĞdžĂŵŝŶĂƟŽŶďLJ^ŽƵƌĐĞǁĞůůand ƚŚĞDŝŶŶĞƐŽƚĂ^ƚĂƚĞƵĚŝƚŽƌĨŽƌĂŵŝŶŝŵƵŵŽĨƐŝdžLJĞĂƌƐĨƌŽŵƚŚĞĞŶĚ ŽĨƚŚŝƐŐƌĞĞŵĞŶƚ͘^ƵƉƉůŝĞƌĂŐƌĞĞƐƚŽĨƵůůLJĐŽŽƉĞƌĂƚĞǁŝƚŚ^ŽƵƌĐĞǁĞůůŝŶĂƵĚŝƟŶŐƚƌĂŶƐĂĐƟŽŶƐƵŶĚĞƌ ƚŚŝƐŐƌĞĞŵĞŶƚƚŽĞŶƐƵƌĞĐŽŵƉůŝĂŶĐĞǁŝƚŚƉƌŝĐŝŶŐƚĞƌŵƐ͕ĐŽƌƌĞĐƚĐĂůĐƵůĂƟŽŶĂŶĚƌĞŵŝƩĂŶĐĞŽĨ ĚŵŝŶŝƐƚƌĂƟǀĞ&ĞĞƐ͕ĂŶĚǀĞƌŝĮĐĂƟŽŶ ŽĨƚƌĂŶƐĂĐƟŽŶƐĂƐŵĂLJďĞƌĞƋƵĞƐƚĞĚďLJĂWĂƌƟĐŝƉĂƟŶŐ ŶƟƚLJŽƌ
Sourcewell.
12) ƐƐŝŐŶŵĞŶƚ͕dƌĂŶƐĨĞƌ͕and ĚŵŝŶŝƐƚƌĂƟǀĞŚĂŶŐĞƐ͘^ƵƉƉůŝĞƌŵĂLJŶŽƚĂƐƐŝŐŶŽƌŽƚŚĞƌǁŝƐĞƚƌĂŶƐĨĞƌŝƚƐ ƌŝŐŚƚƐŽƌŽďůŝŐĂƟŽŶƐƵŶĚĞƌƚŚŝƐŐƌĞĞŵĞŶƚǁŝƚŚŽƵƚƚŚĞƉƌŝŽƌǁƌŝƩĞŶĐŽŶƐĞŶƚŽĨ^ŽƵƌĐĞǁĞůů͘^ƵĐŚ consent will not be unreasonably withheld. Sourcewell reserves the right to unilaterally assign all or ƉŽƌƟŽŶƐŽĨƚŚŝƐŐƌĞĞŵĞŶƚǁŝƚŚŝŶŝƚƐƐŽůĞĚŝƐĐƌĞƟŽŶƚŽĂĚĚƌĞƐƐĐŽƌƉŽƌĂƚĞƌĞƐƚƌƵĐƚƵƌŝŶŐƐ͕ŵĞƌŐĞƌƐ͕ ĂĐƋƵŝƐŝƟŽŶƐ͕ŽƌŽƚŚĞƌĐŚĂŶŐĞƐƚŽƚŚĞResponsible Party and named in the Agreement. Any prohibited assignment is ŝŶǀĂůŝĚ͘hƉŽŶƌĞƋƵĞƐƚ ^ŽƵƌĐĞǁĞůůŵĂLJŵĂŬĞĂĚŵŝŶŝƐƚƌĂƟǀĞĐŚĂŶŐĞƐƚŽĂŐƌĞĞŵĞŶƚ ĚŽĐƵŵĞŶƚĂƟŽŶƐƵĐŚĂƐŶĂŵĞĐŚĂŶŐĞƐ͕ĂĚĚƌĞƐƐĐŚĂŶŐĞƐ͕ĂŶĚŽƚŚĞƌŶŽŶ-material updates as determined ǁŝƚŚŝŶŝƚƐƐŽůĞĚŝƐĐƌĞƟŽŶ͘
ϭϯͿ Amendments. ŶLJŵĂƚĞƌŝĂůĐŚĂŶŐĞƚŽƚŚŝƐŐƌĞĞŵĞŶƚŵƵƐƚďĞĞdžĞĐƵƚĞĚŝŶǁƌŝƟŶŐƚŚƌŽƵŐŚĂŶ ĂŵĞŶĚŵĞŶƚĂŶĚǁŝůůŶŽƚďĞĞīĞĐƟǀĞƵŶƟůŝƚŚĂƐďĞĞŶĚƵůLJĞdžĞĐƵƚĞĚďLJƚŚĞƉĂƌƟĞƐ. 14) tĂŝǀĞƌ͘ Failure by Sourcewell to ĞŶĨŽƌĐĞany right under this Agreement will not be deemed a waiver ŽĨƐƵĐŚƌŝŐŚƚŝŶƚŚĞĞǀĞŶƚŽĨƚŚĞĐŽŶƟŶƵĂƟŽŶŽƌƌĞƉĞƟƟŽŶŽĨƚŚĞĐŝƌĐƵŵƐƚĂŶĐĞƐŐŝǀŝŶŐƌŝƐĞƚŽƐƵĐŚ right.
15) ŽŵƉůĞƚĞŐƌĞĞŵĞŶƚ͘ dŚŝƐŐƌĞĞŵĞŶƚƌĞƉƌĞƐĞŶƚƐƚŚĞĐŽŵƉůĞƚĞĂŐƌĞĞŵĞŶƚďĞƚǁĞĞŶƚŚĞƉĂƌƟĞƐ ĨŽƌ ƚŚĞƐĐŽƉĞĂƐĚĞĮŶĞĚŚĞƌĞŝŶ͘^ƵƉƉůŝĞƌĂŶĚ^ŽƵƌĐĞǁĞůůŵĂLJĞŶƚĞƌŝŶƚŽƐĞƉĂƌĂƚĞǁƌŝƩĞŶĂŐƌĞĞŵĞŶƚƐ ƌĞůĂƟŶŐƐƉĞĐŝĮĐĂůůLJƚŽƚƌĂŶƐĂĐƟŽŶƐŽƵƚƐŝĚĞŽĨƚŚĞƐĐŽƉĞŽĨƚŚŝƐŐƌĞĞŵĞŶƚ͘ 16) ZĞůĂƟŽŶƐŚŝƉŽĨ^ŽƵƌĐĞǁĞůůĂŶĚ^ƵƉƉůŝĞƌ͘ dŚŝƐŐƌĞĞŵĞŶƚĚŽĞƐŶŽƚĐƌĞĂƚĞĂƉĂƌƚŶĞƌƐŚŝƉ͕ũŽŝŶƚ ǀĞŶƚƵƌĞ͕ŽƌĂŶLJŽƚŚĞƌƌĞůĂƟŽŶƐŚŝƉƐƵĐŚĂƐĞŵƉůŽLJĞĞ͕ŝŶĚĞƉĞŶĚĞŶƚĐŽŶƚƌĂĐƚŽƌ͕ŵĂƐƚĞƌ-servant, or principal-agent.
17) /ŶĚĞŵŶŝĮĐĂƟŽŶ͘ ^ƵƉƉůŝĞƌŵƵƐƚŝŶĚĞŵŶŝĨLJ͕ĚĞĨĞŶĚ͕ƐĂǀĞ͕ĂŶĚŚŽůĚ^ŽƵƌĐĞǁĞůů͕ŝŶĐůƵĚŝŶŐƚŚĞŝƌĂŐĞŶƚƐ ĂŶĚĞŵƉůŽLJĞĞƐ͕ŚĂƌŵůĞƐƐĨƌŽŵĂŶLJĐůĂŝŵƐŽƌĐĂƵƐĞƐŽĨĂĐƟŽŶ͕ŝŶĐůƵĚŝŶŐĂƩŽƌŶĞLJƐ͛ĨĞĞƐŝŶĐƵƌƌĞĚďLJ ^ŽƵƌĐĞǁĞůů͕ĂƌŝƐŝŶŐŽƵƚŽĨĂŶLJĂĐƚŽƌŽŵŝƐƐŝŽŶŝŶƚŚĞƉĞƌĨŽƌŵĂŶĐĞŽĨƚŚŝƐ Agreement by the Supplier ŽƌŝƚƐĂŐĞŶƚƐŽƌĞŵƉůŽLJĞĞƐ͖ƚŚŝƐŝŶĚĞŵŶŝĮĐĂƟŽŶŝŶĐůƵĚĞƐŝŶũƵƌLJŽƌĚĞĂƚŚƚŽƉĞƌƐŽŶ;ƐͿŽƌƉƌŽƉĞƌƚLJ ĂůůĞŐĞĚƚŽŚĂǀĞďĞĞŶĐĂƵƐĞĚďLJƐŽŵĞĚĞĨĞĐƚŝŶĚĞƐŝŐŶ͕ĐŽŶĚŝƟŽŶ͕ŽƌƉĞƌĨŽƌŵĂŶĐĞŽĨ/ŶĐůƵĚĞĚ
052725-RMT
v052824 10
^ŽůƵƟŽŶƐƵŶĚĞƌƚŚŝƐŐƌĞĞŵĞŶƚ͘^ŽƵƌĐĞǁĞůů͛ƐƌĞƐƉŽŶƐŝďŝůŝƚLJǁŝůůďĞŐŽǀĞƌŶĞĚďLJƚŚĞ^ƚĂƚĞŽĨ DŝŶŶĞƐŽƚĂ͛ƐdŽƌƚ>ŝĂďŝůŝƚLJĐƚ;DŝŶŶĞƐŽƚĂ^ƚĂƚƵƚĞƐŚĂƉƚĞƌϰϲϲͿĂŶĚŽƚŚĞƌĂƉƉůŝĐĂďůĞůĂǁ͘ 18) ĂƚĂWƌĂĐƟĐĞƐ͘ ^ƵƉƉůŝĞƌĂŶĚ^ŽƵƌĐĞǁĞůůĂĐŬŶŽǁůĞĚŐĞ^ŽƵƌĐĞǁĞůůŝƐƐƵďũĞĐƚƚŽƚŚĞDŝŶŶĞƐŽƚĂ 'ŽǀĞƌŶŵĞŶƚĂƚĂWƌĂĐƟĐĞƐĐƚ͕DŝŶŶĞƐŽƚĂ^ƚĂƚƵƚĞƐŚĂƉƚĞƌϭϯ͘ƐŝƚĂƉƉůŝĞƐƚŽĂůůĚĂƚĂĐƌĞĂƚĞĚĂŶĚ ŵĂŝŶƚĂŝŶĞĚŝŶƉĞƌĨŽƌŵĂŶĐĞŽĨƚŚŝƐŐƌĞĞŵĞŶƚ͕^ƵƉƉůŝĞƌŵĂLJďĞƐƵďũĞĐƚƚŽƚŚĞƌĞƋƵŝƌĞŵĞŶƚƐŽĨƚŚŝƐ chapter.
19) 'ƌĂŶƚŽĨ>ŝĐĞŶƐĞ͘
a) ƵƌŝŶŐƚŚĞƚĞƌŵŽĨƚŚŝƐŐƌĞĞŵĞŶƚ͗
i) ^ƵƉƉůŝĞƌWƌŽŵŽƟŽŶ͘ Sourcewell grants to Supplier a royalty-ĨƌĞĞ͕ǁŽƌůĚǁŝĚĞ͕ŶŽŶ-exclusive ƌŝŐŚƚĂŶĚůŝĐĞŶƐĞƚŽƵƐĞƚŚĞƚƌĂĚĞŵĂƌŬ;ƐͿƉƌŽǀŝĚĞĚƚŽ^ƵƉƉůŝĞƌďLJ^ŽƵƌĐĞǁĞůůŝŶĂĚǀĞƌƟƐŝŶŐ͕ ƉƌŽŵŽƟŽŶĂůŵĂƚĞƌŝĂůƐ͕ĂŶĚŝŶĨŽƌŵĂƟŽŶĂůƐŝƚĞƐĨŽƌƚŚĞƉƵƌƉŽƐĞŽĨŵĂƌŬĞƟŶŐ^ŽƵƌĐĞǁĞůů͛Ɛ Agreement with Supplier.
ii) ^ŽƵƌĐĞǁĞůůWƌŽŵŽƟŽŶ͘ Supplier grants to Sourcewell a royalty-ĨƌĞĞ͕ǁŽƌůĚǁŝĚĞ͕ŶŽŶĞdžĐůƵƐŝǀĞƌŝŐŚƚĂŶĚůŝĐĞŶƐĞƚŽƵƐĞ^ƵƉƉůŝĞƌ͛ƐƚƌĂĚĞŵĂƌŬƐŝŶĂĚǀĞƌƟƐŝŶŐ͕ƉƌŽŵŽƟŽŶĂů ŵĂƚĞƌŝĂůƐ͕ĂŶĚŝŶĨŽƌŵĂƟŽŶĂůƐŝƚĞƐĨŽƌƚŚĞƉƵƌƉŽƐĞŽĨŵĂƌŬĞƟŶŐ^ƵƉƉůŝĞƌ͛ƐŐƌĞĞŵĞŶƚǁŝƚŚ Sourcewell.
b) >ŝŵŝƚĞĚZŝŐŚƚŽĨ^ƵďůŝĐĞŶƐĞ͘ dŚĞƌŝŐŚƚĂŶĚůŝĐĞŶƐĞŐƌĂŶƚĞĚŚĞƌĞŝŶŝŶĐůƵĚĞƐĂůŝŵŝƚĞĚƌŝŐŚƚŽĨĞĂĐŚ ƉĂƌƚLJƚŽŐƌĂŶƚƐƵďůŝĐĞŶƐĞƐƚŽƚŚĞŝƌƌĞƐƉĞĐƟǀĞƐƵďƐŝĚŝĂƌŝĞƐ͕ĚŝƐƚƌŝďƵƚŽƌƐ͕ĚĞĂůĞƌƐ͕ƌĞƐĞůůĞƌƐ͕ ŵĂƌŬĞƟŶŐƌĞƉƌĞƐĞŶƚĂƟǀĞƐ͕ƉĂƌƚŶĞƌƐ͕ŽƌĂŐĞŶƚƐ;ĐŽůůĞĐƟǀĞůLJ͞WĞƌŵŝƩĞĚ^ƵďůŝĐĞŶƐĞĞƐ͟ͿŝŶ ĂĚǀĞƌƟƐŝŶŐ͕ƉƌŽŵŽƟŽŶĂů͕ŽƌŝŶĨŽƌŵĂƟŽŶĂůŵĂƚĞƌŝĂůƐĨŽƌƚŚĞƉƵƌƉŽƐĞŽĨŵĂƌŬĞƟŶŐƚŚĞWĂƌƟĞƐ͛ ƌĞůĂƟŽŶƐŚŝƉ͘ŶLJƐƵďůŝĐĞŶƐĞŐƌĂŶƚĞĚǁŝůůďĞƐƵďũĞĐƚƚŽƚŚĞƚĞƌŵƐĂŶĚĐŽŶĚŝƟŽŶƐŽĨƚŚŝƐƌƟĐůĞ͘
ĂĐŚƉĂƌƚLJǁŝůůďĞƌĞƐƉŽŶƐŝďůĞĨŽƌĂŶLJďƌĞĂĐŚŽĨƚŚŝƐƐĞĐƟŽŶ ďLJĂŶLJŽĨƚŚĞŝƌƌĞƐƉĞĐƟǀĞ sublicensees.
c) hƐĞ͖YƵĂůŝƚLJŽŶƚƌŽů͘
i) EĞŝƚŚĞƌƉĂƌƚLJŵĂLJĂůƚĞƌƚŚĞŽƚŚĞƌƉĂƌƚLJ͛ƐƚƌĂĚĞŵĂƌŬƐĨƌŽŵƚŚĞĨŽƌŵƉƌŽǀŝĚĞĚĂŶĚŵƵƐƚ ĐŽŵƉůLJǁŝƚŚƌĞŵŽǀĂůƌĞƋƵĞƐƚƐĂƐƚŽƐƉĞĐŝĮĐƵƐĞƐŽĨŝƚƐƚƌĂĚĞŵĂƌŬƐŽƌůŽŐŽƐ. ii)
ĂĐŚƉĂƌƚLJĂŐƌĞĞƐƚŽƵƐĞ͕ĂŶĚƚŽĐĂƵƐĞŝƚƐWĞƌŵŝƩĞĚ^ƵďůŝĐĞŶƐĞĞƐƚŽƵƐĞ͕ƚŚĞŽƚŚĞƌƉĂƌƚLJ͛Ɛ ƚƌĂĚĞŵĂƌŬƐŽŶůLJŝŶŐŽŽĚĨĂŝƚŚĂŶĚŝŶĂĚŝŐŶŝĮĞĚŵĂŶŶĞƌĐŽŶƐŝƐƚĞŶƚǁŝƚŚƐƵĐŚƉĂƌƚLJ͛ƐƵƐĞŽĨ ƚŚĞƚƌĂĚĞŵĂƌŬƐ͘
ĂĐŚƉĂƌƚLJŵĂLJŵĂŬĞǁƌŝƩĞŶŶŽƟĐĞƚŽƚŚĞŽƚŚĞƌƌĞŐĂƌĚŝŶg misuse under ƚŚŝƐƐĞĐƟŽŶ͘dŚĞŽīĞŶĚŝŶŐƉĂƌƚLJǁŝůůŚĂǀĞϯϬĚĂLJƐŽĨƚŚĞĚĂƚĞŽĨƚŚĞǁƌŝƩĞŶŶŽƟĐĞƚŽĐƵƌĞ ƚŚĞŝƐƐƵĞŽƌƚŚĞůŝĐĞŶƐĞͬƐƵďůŝĐĞŶƐĞǁŝůůďĞƚĞƌŵŝŶĂƚĞĚ͘ d) dĞƌŵŝŶĂƟŽŶ͘ hƉŽŶƚŚĞƚĞƌŵŝŶĂƟŽŶŽĨƚŚŝƐŐƌĞĞŵĞŶƚĨŽƌĂŶLJƌĞĂƐŽŶ͕ĞĂĐŚƉĂƌƚLJ͕ŝŶĐůƵĚŝŶŐ WĞƌŵŝƩĞĚ^ƵďůŝĐĞŶƐĞĞƐ͕ǁŝůůŚĂǀĞϯϬĚĂLJƐƚŽƌĞŵŽǀĞĂůůdƌĂĚĞŵĂƌŬƐĨƌŽŵƐŝŐŶĂŐĞ͕ǁĞďƐŝƚĞƐ͕ĂŶĚ ƚŚĞůŝŬĞďĞĂƌŝŶŐƚŚĞŽƚŚĞƌƉĂƌƚLJ͛ƐŶĂŵĞŽƌůŽŐŽ;ĞdžĐĞƉƟŶŐ^ŽƵƌĐĞǁĞůů͛ƐƉƌĞ-printed ĐĂƚĂůŽŐŽĨ ƐƵƉƉůŝĞƌƐǁŚŝĐŚŵĂLJďĞƵƐĞĚƵŶƟůƚŚĞŶĞdžƚƉƌŝŶƟŶŐͿ͘^ƵƉƉůŝĞƌŵƵƐƚƌĞƚƵƌŶĂůůŵĂƌŬĞƟŶŐĂŶĚ ƉƌŽŵŽƟŽŶĂůŵĂƚĞƌŝĂůƐ͕ŝŶĐůƵĚŝŶŐƐŝŐŶĂŐĞ͕ƉƌŽǀŝĚĞĚďLJ^ŽƵƌĐĞǁĞůů͕ŽƌĚŝƐƉŽƐĞŽĨŝƚĂĐĐŽƌĚŝŶŐƚŽ ^ŽƵƌĐĞǁĞůů͛ƐǁƌŝƩĞŶĚŝƌĞĐƟŽŶƐ͘
20) sĞŶƵĞĂŶĚ'ŽǀĞƌŶŝŶŐůĂǁďĞƚǁĞĞŶ^ŽƵƌĐĞǁĞůůĂŶĚ^ƵƉƉůŝĞƌKŶůLJ͘ dŚĞƐƵďƐƚĂŶƟǀĞĂŶĚƉƌŽĐĞĚƵƌĂů ůĂǁƐŽĨƚŚĞ^ƚĂƚĞŽĨDŝŶŶĞƐŽƚĂǁŝůůŐŽǀĞƌŶƚŚŝƐŐƌĞĞŵĞŶƚďĞƚǁĞĞŶ^ŽƵƌĐĞǁĞůůĂŶĚ^ƵƉƉůŝĞƌ͘sĞŶƵĞ ĨŽƌĂůůůĞŐĂůƉƌŽĐĞĞĚŝŶŐƐĂƌŝƐŝŶŐŽƵƚŽĨƚŚŝƐŐƌĞĞŵĞŶƚďĞƚǁĞĞŶ^ŽƵƌĐĞǁĞůůĂŶĚ^ƵƉƉůŝĞƌǁŝůůďĞŝŶ
052725-RMT
v052824 11
ĐŽƵƌƚŽĨĐŽŵƉĞƚĞŶƚũƵƌŝƐĚŝĐƟŽŶǁŝƚŚŝŶƚŚĞ^ƚĂƚĞŽĨDŝŶŶĞƐŽƚĂ͘dŚŝƐƐĞĐƟŽŶĚŽĞƐŶŽƚĂƉƉůLJƚŽĂŶLJ ĚŝƐƉƵƚĞďĞƚǁĞĞŶ^ƵƉƉůŝĞƌĂŶĚWĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJ͘dŚŝƐŐƌĞĞŵĞŶƚƌĞƐĞƌǀĞƐƚŚĞƌŝŐŚƚĨŽƌ^ƵƉƉůŝĞƌĂŶĚ WĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJƚŽŶĞŐŽƟĂƚĞƚŚŝƐƚĞƌŵƚŽǁŝƚŚŝŶĂŶLJƚƌĂŶƐĂĐƟŽŶĚŽĐƵŵĞŶƚƐ. 21) ^ĞǀĞƌĂďŝůŝƚLJ͘ /ĨĂŶLJƉƌŽǀŝƐŝŽŶŽĨƚŚŝƐŐƌĞĞŵĞŶƚŝƐĨŽƵŶĚďLJĂĐŽƵƌƚŽĨĐŽŵƉĞƚĞŶƚũƵƌŝƐĚŝĐƟŽŶƚŽďĞ ŝůůĞŐĂů͕ƵŶĞŶĨŽƌĐĞĂďůĞ͕ŽƌǀŽŝĚƚŚĞŶďŽƚŚƉĂƌƟĞƐǁŝůůďĞƌĞůŝĞǀĞĚĨƌŽŵĂůůŽďůŝŐĂƟŽŶƐĂƌŝƐŝŶŐĨƌŽŵƚŚĂƚ ƉƌŽǀŝƐŝŽŶ͘/ĨƚŚĞƌĞŵĂŝŶĚĞƌŽĨƚŚŝƐŐƌĞĞŵĞŶƚŝƐĐĂƉĂďůĞŽĨďĞŝŶŐƉĞƌĨŽƌŵĞĚ͕ŝƚǁŝůůŶŽƚďĞĂīĞĐƚĞĚ ďLJƐƵĐŚĚĞƚĞƌŵŝŶĂƟŽŶŽƌĮŶĚŝŶŐĂŶĚŵƵƐƚďĞĨƵůůLJƉĞƌĨŽƌŵĞĚ͘ 22) /ŶƐƵƌĂŶĐĞŽǀĞƌĂŐĞ͘ At its own expense, Supplier must maintain valid insurance policy(ies) during ƚŚĞƉĞƌĨŽƌŵĂŶĐĞŽĨƚŚŝƐŐƌĞĞŵĞŶƚǁŝƚŚŝŶƐƵƌĂŶĐĞĐŽŵƉĂŶLJ;ŝĞƐͿůŝĐĞŶƐĞĚŽƌĂƵƚŚŽƌŝnjĞĚƚŽĚŽ ďƵƐŝŶĞƐƐŝŶƚŚĞ^ƚĂƚĞŽĨDŝŶŶĞƐŽƚĂŚĂǀŝŶŐĂŶ͞D
^d͟ƌĂƟŶŐŽĨ- ŽƌďĞƩĞƌ͕ǁŝƚŚĐŽverage and
ůŝŵŝƚƐŽĨŝŶƐƵƌĂŶĐĞŶŽƚůĞƐƐƚŚĂŶƚŚĞĨŽůůŽǁŝŶŐ͗
a) ŽŵŵĞƌĐŝĂů'ĞŶĞƌĂů>ŝĂďŝůŝƚLJ/ŶƐƵƌĂŶĐĞ͘ ^ƵƉƉůŝĞƌǁŝůůŵĂŝŶƚĂŝŶŝŶƐƵƌĂŶĐĞĐŽǀĞƌŝŶŐŝƚƐŽƉĞƌĂƟŽŶƐ͕ ǁŝƚŚĐŽǀĞƌĂŐĞŽŶĂŶŽĐĐƵƌƌĞŶĐĞďĂƐŝƐ͕ĂŶĚŵƵƐƚďĞƐƵďũĞĐƚƚŽƚĞƌŵƐŶŽůĞƐƐďƌŽĂĚƚŚĂŶƚŚĞ /ŶƐƵƌĂŶĐĞ^ĞƌǀŝĐĞƐKĸĐĞ;͞/^K͟ͿŽŵŵĞƌĐŝĂů'ĞŶĞƌĂů>ŝĂďŝůŝƚLJ&Žƌŵ'ϬϬϬϭ;ϮϬϬϭŽƌŶĞǁĞƌ ĞĚŝƟŽŶͿ͕ŽƌĞƋƵŝǀĂůĞŶƚ͘ƚĂŵŝŶŝŵƵŵ͕ĐŽǀĞƌĂŐĞŵƵƐƚŝŶĐůƵĚĞůŝĂďŝůŝƚLJĂƌŝƐŝŶŐĨƌŽŵƉƌĞŵŝƐĞƐ͕ ŽƉĞƌĂƟŽŶƐ͕ďŽĚŝůLJŝŶũƵƌLJĂŶĚƉƌŽƉĞƌƚLJĚĂŵĂŐĞ͕ŝŶĚĞƉĞŶĚĞŶƚĐŽŶƚƌĂĐƚŽƌƐ͕ƉƌŽĚƵĐƚƐ-completed ŽƉĞƌĂƟŽŶƐŝŶĐůƵĚŝŶŐĐŽŶƐƚƌƵĐƟŽŶĚĞĨĞĐƚ͕ĐŽŶƚƌĂĐƚƵĂůůŝĂďŝůŝƚLJ͕ďůĂŶŬĞƚĐŽŶƚƌĂĐƚƵĂůůŝĂbility, and ƉĞƌƐŽŶĂůŝŶũƵƌLJĂŶĚĂĚǀĞƌƟƐŝŶŐŝŶũƵƌLJ͘ůůƌĞƋƵŝƌĞĚůŝŵŝƚƐ͕ƚĞƌŵƐĂŶĚĐŽŶĚŝƟŽŶƐŽĨĐŽǀĞƌĂŐĞŵƵƐƚ ďĞŵĂŝŶƚĂŝŶĞĚĚƵƌŝŶŐƚŚĞƚĞƌŵŽĨƚŚŝƐAgreement.
x Ψϭ͕ϱϬϬ͕ϬϬϬĞĂĐŚŽĐĐƵƌƌĞŶĐĞŽĚŝůLJ/ŶũƵƌLJĂŶĚWƌŽƉĞƌƚLJĂŵĂŐĞ x Ψϭ͕ϱϬϬ͕ϬϬϬWĞƌƐŽŶĂůĂŶĚĚǀĞƌƟƐŝŶŐ/ŶũƵƌLJ
x ΨϮ͕ϬϬϬ͕ϬϬϬĂŐŐƌĞŐĂƚĞĨŽƌƉƌŽĚƵĐƚƐůŝĂďŝůŝƚLJ-ĐŽŵƉůĞƚĞĚŽƉĞƌĂƟŽŶƐ x ΨϮ͕ϬϬϬ͕ϬϬϬŐĞŶĞƌĂůĂŐŐƌĞŐĂƚĞ
b) ĞƌƟĮĐĂƚĞƐŽĨ/ŶƐƵƌĂŶĐĞ͘ WƌŝŽƌƚŽĞdžĞĐƵƟŽŶŽĨƚŚŝƐŐƌĞĞŵĞŶƚ͕^ƵƉƉůŝĞƌŵƵƐƚĨƵƌŶŝƐŚƚŽ ^ŽƵƌĐĞǁĞůůĂĐĞƌƟĮĐĂƚĞŽĨŝŶƐƵƌĂŶĐĞ͕ĂƐĞǀŝĚĞŶĐĞŽĨƚŚĞŝŶƐƵƌĂŶĐĞƌĞƋƵŝƌĞĚƵŶĚĞƌƚŚŝƐ ŐƌĞĞŵĞŶƚ͘WƌŝŽƌƚŽĞdžƉŝƌĂƟŽŶŽĨƚŚĞƉŽůŝĐLJ;ŝĞƐͿ͕ƌĞŶĞǁĂůĐĞƌƟĮĐĂƚĞƐŵƵƐƚďĞŵĂŝůĞĚƚŽ Sourcewell, 202 12th Street Northeast, P.O. Box 219, Staples, MN 56479 or provided to in an ĂůƚĞƌŶĂƟǀĞŵĂŶŶĞƌĂƐĚŝƌĞĐƚĞĚďLJ^ŽƵƌĐĞǁĞůů͘dŚĞĐĞƌƟĮĐĂƚĞƐŵƵƐƚďĞƐŝŐŶĞĚďLJĂƉĞƌƐŽŶ ĂƵƚŚŽƌŝnjĞĚďLJƚŚĞŝŶƐƵƌĞƌ;ƐͿƚŽďŝŶĚĐŽǀĞƌĂŐĞŽŶƚŚĞŝƌďĞŚĂůĨ͘ &ĂŝůƵƌĞŽĨ^ƵƉƉůŝĞƌƚŽŵĂŝŶƚĂŝŶƚŚĞ ƌĞƋƵŝƌĞĚŝŶƐƵƌĂŶĐĞĂŶĚĚŽĐƵŵĞŶƚĂƟŽŶŵĂLJĐŽŶƐƟƚƵƚĞĂŵĂƚĞƌŝĂůďƌĞĂĐŚ͘ c) ĚĚŝƟŽŶĂů/ŶƐƵƌĞĚ
ŶĚŽƌƐĞŵĞŶƚĂŶĚWƌŝŵĂƌLJĂŶĚEŽŶ-ĐŽŶƚƌŝďƵƚŽƌLJ/ŶƐƵƌĂŶĐĞůĂƵƐĞ͘ Supplier ĂŐƌĞĞƐƚŽůŝƐƚ^ŽƵƌĐĞǁĞůů͕ŝŶĐůƵĚŝŶŐŝƚƐŽĸĐĞƌƐ͕ĂŐĞŶƚƐ͕ĂŶĚĞŵƉůŽLJĞĞƐ͕ĂƐĂŶĂĚĚŝƟŽŶĂůŝŶƐƵƌĞĚ ƵŶĚĞƌƚŚĞ^ƵƉƉůŝĞƌ͛ƐĐŽŵŵĞƌĐŝĂůŐĞŶĞƌĂůůŝĂďŝůŝƚLJŝŶƐƵƌĂŶĐĞƉŽůŝĐLJǁŝƚŚƌĞƐƉĞĐƚƚŽůŝĂďŝůŝƚLJĂƌŝƐŝŶŐ ŽƵƚŽĨĂĐƟǀŝƟĞƐ͕͞ŽƉĞƌĂƟŽŶƐ͕͟Žƌ͞ǁŽƌŬ͟ƉĞƌĨŽƌŵĞĚďLJŽƌŽŶďĞŚĂůĨŽĨ^ƵƉƉůŝĞƌ͕ĂŶĚƉƌŽĚƵĐƚƐ ĂŶĚĐŽŵƉůĞƚĞĚŽƉĞƌĂƟŽŶƐŽĨ^ƵƉƉůŝĞƌ͘dŚĞƉŽůŝĐLJƉƌŽǀŝƐŝŽŶ;ƐͿŽƌĞŶĚŽƌƐĞŵĞŶƚ;ƐͿŵƵƐƚĨƵƌƚŚĞƌ provide that coverage is primary and not excess over or contributory with any other valid, ĂƉƉůŝĐĂďůĞ͕ĂŶĚĐŽůůĞĐƟďůĞŝŶƐƵƌĂŶĐĞŽƌƐĞůĨ-ŝŶƐƵƌĂŶĐĞŝŶĨŽƌĐĞĨŽƌƚŚĞĂĚĚŝƟŽŶĂůŝŶƐƵƌĞĚƐ͘ d) tĂŝǀĞƌŽĨ^ƵďƌŽŐĂƟŽŶ͘ ^ƵƉƉůŝĞƌǁĂŝǀĞƐĂŶĚŵƵƐƚƌĞƋƵŝƌĞ;ďLJĞŶĚŽƌƐĞŵĞŶƚŽƌŽƚŚĞƌǁŝƐĞͿĂůůŝƚƐ ŝŶƐƵƌĞƌƐƚŽǁĂŝǀĞƐƵďƌŽŐĂƟŽŶƌŝŐŚƚƐĂŐĂŝŶƐƚ^ŽƵƌĐĞǁĞůůĂŶĚŽƚŚĞƌĂĚĚŝƟŽŶĂůŝŶƐƵƌĞĚƐĨŽƌůŽƐƐĞƐ ƉĂŝĚƵŶĚĞƌƚŚĞŝŶƐƵƌĂŶĐĞƉŽůŝĐŝĞƐƌĞƋƵŝƌĞĚďLJƚŚŝƐŐƌĞĞŵĞŶƚŽƌŽƚŚĞƌŝŶƐƵƌĂŶĐĞĂƉƉůŝĐĂble to ƚŚĞ^ƵƉƉůŝĞƌŽƌŝƚƐƐƵďĐŽŶƚƌĂĐƚŽƌƐ͘dŚĞǁĂŝǀĞƌŵƵƐƚĂƉƉůLJƚŽĂůůĚĞĚƵĐƟďůĞƐĂŶĚͬŽƌƐĞůĨ-insured ƌĞƚĞŶƟŽŶƐĂƉƉůŝĐĂďůĞƚŽƚŚĞƌĞƋƵŝƌĞĚŽƌĂŶLJŽƚŚĞƌŝŶƐƵƌĂŶĐĞŵĂŝŶƚĂŝŶĞĚďLJƚŚĞ^ƵƉƉůŝĞƌŽƌŝƚƐ
052725-RMT
v052824 12
ƐƵďĐŽŶƚƌĂĐƚŽƌƐ͘tŚĞƌĞƉĞƌŵŝƩĞĚďLJůĂǁ͕^ƵƉƉůŝĞƌŵƵƐƚƌĞƋƵŝƌĞƐŝŵŝůĂƌǁƌŝƩĞŶĞdžƉƌĞƐƐǁĂŝǀĞƌƐ ŽĨƐƵďƌŽŐĂƟŽŶĂŶĚŝŶƐƵƌĂŶĐĞĐůĂƵƐĞƐĨƌŽŵĞĂĐŚŽĨŝƚƐƐƵďĐŽŶƚƌĂĐƚŽƌƐ͘ e) hŵďƌĞůůĂͬ
džĐĞƐƐ>ŝĂďŝůŝƚLJͬ^
>&-INSURED RETENTION. dŚĞůŝŵŝƚƐƌĞƋƵŝƌĞĚďLJƚŚŝƐAgreement can ďĞŵĞƚďLJĞŝƚŚĞƌƉƌŽǀŝĚŝŶŐĂƉƌŝŵĂƌLJƉŽůŝĐLJŽƌŝŶĐŽŵďŝŶĂƟŽŶǁŝƚŚƵŵďƌĞůůĂͬĞdžĐĞƐƐůŝĂďŝůŝƚLJ ƉŽůŝĐLJ;ŝĞƐͿ͕ŽƌƐĞůĨ-ŝŶƐƵƌĞĚƌĞƚĞŶƟŽŶ͘
ϮϯͿ dĞƌŵŝŶĂƟŽŶĨŽƌŽŶǀĞŶŝĞŶĐĞ͘ Sourcewell or Supplier may terminate this Agreement upon 60 ĐĂůĞŶĚĂƌĚĂLJƐΖǁƌŝƩĞŶŶŽƟĐĞƚŽƚŚĞŽƚŚĞƌWĂƌƚLJ͘dĞƌŵŝŶĂƟŽŶƉƵƌƐƵĂŶƚƚŽƚŚŝƐƐĞĐƟŽŶǁŝůůŶŽƚƌĞůŝĞǀĞ ƚŚĞ^ƵƉƉůŝĞƌ͛ƐŽďůŝŐĂƟŽŶƐƵŶĚĞƌƚŚŝƐŐƌĞĞŵĞŶƚĨŽƌany ƚƌĂŶƐĂĐƟŽŶƐĞŶƚĞƌĞĚǁŝƚŚWĂƌƟĐŝƉĂƟŶŐ
ŶƟƟĞƐƚŚƌŽƵŐŚƚŚĞĚĂƚĞŽĨƚĞƌŵŝŶĂƟŽŶ͕ŝŶĐůƵĚŝŶŐƌĞƉŽƌƟŶŐĂŶĚƉĂLJŵĞŶƚŽĨĂƉƉůŝĐĂďůĞ ĚŵŝŶŝƐƚƌĂƟǀĞ&ĞĞƐ͘
24) dĞƌŵŝŶĂƟŽŶĨŽƌĂƵƐĞ͘ ^ŽƵƌĐĞǁĞůůŵĂLJƚĞƌŵŝŶĂƚĞƚŚŝƐŐƌĞĞŵĞŶƚƵƉŽŶƉƌŽǀŝĚŝŶŐǁƌŝƩĞŶŶŽƟĐĞŽĨ ŵĂƚĞƌŝĂůďƌĞĂĐŚƚŽ^ƵƉƉůŝĞƌ͘EŽƟĐĞŵƵƐƚĚĞƐĐƌŝďĞƚŚĞďƌĞĂĐŚŝŶƌĞĂƐŽŶĂďůĞĚĞƚĂŝůĂŶĚƐƚĂƚĞƚŚĞ ŝŶƚĞŶƚƚŽƚĞƌŵŝŶĂƚĞƚŚĞŐƌĞĞŵĞŶƚ͘hƉŽŶƌĞĐĞŝƉƚŽĨEŽƟĐĞ͕ƚŚĞ^ƵƉƉůŝĞƌǁŝůůŚĂǀĞϯϬĐalendar days ŝŶǁŚŝĐŚŝƚŵƵƐƚĐƵƌĞƚŚĞďƌĞĂĐŚ͘dĞƌŵŝŶĂƟŽŶƉƵƌƐƵĂŶƚƚŽƚŚŝƐƐĞĐƟŽŶǁŝůůŶŽƚƌĞůŝĞǀĞƚŚĞ^ƵƉƉůŝĞƌ͛Ɛ ŽďůŝŐĂƟŽŶƐƵŶĚĞƌƚŚŝƐŐƌĞĞŵĞŶƚĨŽƌany ƚƌĂŶƐĂĐƟŽŶƐĞŶƚĞƌĞĚǁŝƚŚWĂƌƟĐŝƉĂƟŶŐ ŶƟƟĞƐƚŚƌŽƵŐŚƚŚĞ
ĚĂƚĞŽĨƚĞƌŵŝŶĂƟŽŶ͕ŝŶĐůƵĚŝŶŐƌĞƉŽƌƟŶŐĂŶĚƉĂLJŵĞŶƚŽĨĂƉƉůŝĐĂďůĞĚŵŝŶŝƐƚƌĂƟǀĞ&ĞĞƐ͘ ƌƟĐůĞϯ͗
^ƵƉƉůŝĞƌKďůŝŐĂƟŽŶƐƚŽWĂƌƟĐŝƉĂƟŶŐ
ŶƟƟĞƐ
dŚĞdĞƌŵƐŝŶƚŚŝƐƌƟĐůĞϯƌĞůĂƚĞƐƉĞĐŝĮĐĂůůLJƚŽ^ƵƉƉůŝĞƌĂŶĚĂWĂƌƟĐŝƉĂƟŶŐ ŶƟƚLJǁŚĞŶĞŶƚĞƌŝŶŐ
ƚƌĂŶƐĂĐƟŽŶƐƵƟůŝnjŝŶŐƚŚĞ'ĞŶĞƌĂůdĞƌŵƐĞƐƚĂďůŝƐŚĞĚŝŶƚŚŝƐDĂƐƚĞƌŐƌĞĞŵĞŶƚ͘ƌƟĐůĞϭ'ĞŶĞƌĂůdĞƌŵƐ ĐŽŶƚƌŽůŽǀĞƌĂŶLJĐŽŶŇŝĐƚǁŝƚŚƚŚŝƐƌƟĐůĞ ϯ͘tŚĞƌĞƚŚŝƐDĂƐƚĞƌŐƌĞĞŵĞŶƚŝƐƐŝůĞŶƚŽŶĂŶLJƐƵďũĞĐƚ͕ WĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJĂŶĚ^ƵƉƉůŝĞƌƌĞƚĂŝŶƚŚĞĂďŝůŝƚLJƚŽŶĞŐŽƟĂƚĞŵƵƚƵĂůůLJĂĐĐĞƉƚĂďůĞƚĞƌŵƐ. 1) YƵŽƚĞƐƚŽWĂƌƟĐŝƉĂƟŶŐ
ŶƟƟĞƐ͘ ^ƵƉƉůŝĞƌƐĂƌĞĞŶĐŽƵƌĂŐĞĚƚŽƉƌŽǀŝĚĞĂůůƉƌŝĐŝŶŐŝŶĨŽƌŵĂƟŽŶ ƌĞŐĂƌĚŝŶŐƚŚĞƚŽƚĂůĐŽƐƚŽĨĂĐƋƵŝƐŝƟŽŶǁŚĞŶƋƵŽƟŶŐƚŽĂWĂƌƟĐŝƉĂƟŶŐ ŶƟƚLJ͘^ƵƉƉůŝĞƌƐĂŶĚ
WĂƌƟĐŝƉĂƟŶŐ
ŶƟƟĞƐĂƌĞĞŶĐŽƵƌĂŐĞĚƚŽŝŶĐůƵĚĞĂůůĐŽƐƚƐƉĞĐŝĮĐĂůůLJĂƐƐŽĐŝĂƚĞĚǁŝƚŚŽƌŝŶĐůƵĚĞĚǁŝthin ƚŚĞ^ƵƉƉůŝĞƌƐƉƌŽƉŽƐĂůĂŶĚ/ŶĐůƵĚĞĚ^ŽůƵƟŽŶƐ ǁŝƚŚŝŶƚƌĂŶƐĂĐƟŽŶĚŽĐƵŵĞŶƚƐ. 2) ^ŚŝƉƉŝŶŐ͕ĞůŝǀĞƌLJ͕ĐĐĞƉƚĂŶĐĞ͕ZĞũĞĐƟŽŶ͕ĂŶĚtĂƌƌĂŶƚLJ͘ ^ƵƉƉůŝĞƌ͛ƐƉƌŽƉŽƐĂůŵĂLJŝŶĐůƵĚĞƉƌŽƉŽƐĞĚ ƚĞƌŵƐƌĞůĂƟŶŐƚŽƐŚŝƉƉŝŶŐ͕ĚĞůŝǀĞƌLJ͕ŝŶƐƉĞĐƟŽŶ͕ĂŶĚĂĐĐĞƉƚĂŶĐĞͬƌĞũĞĐƟŽŶ and other relevant terms ŽĨƚĞŶĚĞƌĞĚ^ŽůƵƟŽŶƐ͘^ƵƉƉůŝĞƌĂŶĚWĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJŵĂLJŶĞŐŽƟĂƚĞĮŶĂůƚĞƌŵƐĂƉƉƌŽƉƌŝĂƚĞĨŽƌƚŚĞ
ƐƉĞĐŝĮĐƚƌĂŶƐĂĐƟŽŶƌĞůĂƟŶŐƚŽnon-ĂƉƉƌŽƉƌŝĂƟŽŶ͕ƐŚŝƉƉŝŶŐ͕ĚĞůŝǀĞƌLJ͕ŝŶƐƉĞĐƟŽŶ͕ ĂĐĐĞƉƚĂŶĐĞͬƌĞũĞĐƟŽŶŽĨƚĞŶĚĞƌĞĚ ^ŽůƵƟŽŶƐ͕ĂŶĚǁĂƌƌĂŶƚLJĐŽǀĞƌĂŐĞĨŽƌ/ŶĐůƵĚĞĚ^ŽůƵƟŽŶƐ͘^ƵĐŚ terms may include, but are not lŝŵŝƚĞĚƚŽ͕ĐŽƐƚƐ͕ƌŝƐŬŽĨůŽƐƐ͕ƉƌŽƉĞƌƉĂĐŬĂŐŝŶŐ͕ŝŶƐƉĞĐƟŽŶƌŝŐŚƚƐĂŶĚ ƟŵĞůŝŶĞƐ͕ĂĐĐĞƉƚĂŶĐĞŽƌƌĞũĞĐƟŽŶƉƌŽĐĞĚƵƌĞƐ͕ĂŶĚƌĞŵĞĚŝĞƐĂƐŵƵƚƵĂůůLJĂŐƌĞĞĚŝŶĐůƵĚĞŶŽƟĐĞ ƌĞƋƵŝƌĞŵĞŶƚƐ͕ƌĞƉůĂĐĞŵĞŶƚ͕ƌĞƚƵƌŶŽƌĞdžĐŚĂŶŐĞƉƌŽĐĞĚƵƌĞƐ͕ĂŶĚĂƐƐŽĐŝĂƚĞĚĐŽƐƚƐ͘ ϯͿ ƉƉůŝĐĂďůĞdĂdžĞƐ͘ WĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJŝƐƌĞƐƉŽŶƐŝďůĞĨŽƌŶŽƟĨLJŝŶŐƐƵƉƉůŝĞƌŽĨŝƚƐƚĂdž-exempt status and ĨŽƌƉƌŽǀŝĚŝŶŐ^ƵƉƉůŝĞƌǁŝƚŚĂŶLJǀĂůŝĚƚĂdž-ĞdžĞŵƉƟŽŶĐĞƌƟĮĐĂƟŽŶ;ƐͿŽƌƌĞůĂƚĞĚĚŽĐƵŵĞŶƚĂƟŽŶ͘ 4) KƌĚĞƌŝŶŐWƌŽĐĞƐƐĂŶĚWĂLJŵĞŶƚ͘ ^ƵƉƉůŝĞƌ͛ƐŽƌĚĞƌŝŶŐƉƌŽĐĞƐƐĂŶĚĂĐĐĞƉƚĂďůĞĨŽƌŵƐŽĨƉĂLJŵĞŶƚĂƌĞ ŝŶĐůƵĚĞĚǁŝƚŚŝŶŝƚƐWƌŽƉŽƐĂů͘WĂƌƟĐŝƉĂƟŶŐ
ŶƟƟĞƐǁŝůůďĞƐŽůĞůLJƌĞƐƉŽŶƐŝďůĞĨŽƌƉĂLJŵĞŶƚƚŽ^ƵƉƉůŝĞƌ ĂŶĚ^ŽƵƌĐĞǁĞůůǁŝůůŚĂǀĞŶŽůŝĂďŝůŝƚLJĨŽƌĂŶLJƵŶƉĂŝĚŝŶǀŽŝĐĞŽĨĂŶLJWĂƌƟĐŝƉĂƟŶŐ ŶƟƚy.
052725-RMT
v052824 13
5) dƌĂŶƐĂĐƟŽŶŽĐƵŵĞŶƚƐ͘ WĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJŵĂLJƌĞƋƵŝƌĞƚŚĞƵƐĞŽĨŝƚƐŽǁŶĨŽƌŵƐƚŽĐŽŵƉůĞƚĞ
ƚƌĂŶƐĂĐƟŽŶƐĚŝƌĞĐƚůLJǁŝƚŚ^ƵƉƉůŝĞƌƵƟůŝnjŝŶŐƚŚĞƚĞƌŵƐĞƐƚĂďůŝƐŚĞĚŝŶƚŚŝƐŐƌĞĞŵĞŶƚ͘^ƵƉƉůŝĞƌ͛Ɛ ƐƚĂŶĚĂƌĚĨŽƌŵĂŐƌĞĞŵĞŶƚƐŵĂLJďĞŽīĞƌĞĚĂƐƉĂƌƚŽĨŝƚƐWƌŽƉŽƐĂů͘^ƵƉƉůŝĞƌĂŶĚWĂƌƟĐŝƉĂƟŶŐ ŶƟƚLJ
ŵĂLJĐŽŵƉůĞƚĞĂŶĚĚŽĐƵŵĞŶƚƚƌĂŶƐĂĐƟŽŶƐƵƟůŝnjŝŶŐĂŶLJƚLJƉĞŽĨƚƌĂŶƐĂĐƟŽŶĚŽĐƵŵĞŶƚƐĂƐŵƵƚƵĂůůLJ ĂŐƌĞĞĚ͘/ŶĂŶLJƚƌĂŶƐĂĐƟŽŶĚŽĐƵŵĞŶƚĞŶƚĞƌĞĚƵƟůŝnjŝŶŐƚŚŝƐŐƌĞĞŵĞŶƚ͕^ƵƉƉůŝĞƌĂŶĚWĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJŵƵƐƚŝŶĐůƵĚĞƐƉĞĐŝĮĐƌĞĨĞƌĞŶĐĞƚŽƚŚŝƐDĂƐƚĞƌŐƌĞĞŵĞŶƚďLJŶƵŵďĞƌĂŶĚƚŽWĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJ͛ƐƵŶŝƋƵĞ^ŽƵƌĐĞǁĞůůaccount number.
6) ĚĚŝƟŽŶĂůdĞƌŵƐĂŶĚŽŶĚŝƟŽŶƐ WĞƌŵŝƩĞĚ. WĂƌƟĐŝƉĂƟŶŐ ŶƟƚLJĂŶĚ^ƵƉƉůŝĞƌŵĂLJŶĞŐŽƟĂƚĞĂŶĚ
ŝŶĐůƵĚĞĂĚĚŝƟŽŶĂůƚĞƌŵƐĂŶĚĐŽŶĚŝƟŽŶƐǁŝƚŚŝŶƚƌĂŶƐĂĐƟŽŶĚŽĐƵŵĞŶƚĂƟŽŶĂƐŵƵƚƵĂůůLJĂŐƌĞĞĚ͘^ƵĐŚ terms may supplant or supersede this Master Agreement when necessary and as solely determined ďLJWĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJ͘^ŽƵƌĐĞǁĞůůŚĂƐĞdžƉƌĞƐƐůLJƌĞƐĞƌǀĞĚƚŚĞƌŝŐŚƚĨŽƌ^ƵƉƉůŝĞƌĂŶĚWĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJƚŽĂĚĚƌĞƐƐĂŶLJŶĞĐĞƐƐĂƌLJƉƌŽǀŝƐŝŽŶƐǁŝƚŚŝŶƚƌĂŶƐĂĐƟŽŶĚŽĐƵŵĞŶƚƐŶŽƚĞdžƉƌĞƐƐůLJŝŶĐůƵĚĞĚ within this Master Agreement, ŝŶĐůƵĚŝŶŐďƵƚŶŽƚůŝŵŝƚĞĚƚŽƚƌĂŶƐĂĐƟŽŶĐĂŶĐĞůůĂƟŽŶ͕ĚŝƐƉƵƚĞ ƌĞƐŽůƵƟŽŶ͕ŐŽǀĞƌŶŝŶŐůĂǁĂŶĚǀĞŶƵĞ͕ŶŽŶ-ĂƉƉƌŽƉƌŝĂƟŽŶ͕ŝŶƐƵƌĂŶĐĞ͕ĚĞĨĞŶƐĞĂŶĚŝŶĚĞŵŶŝƚLJ͕ĨŽƌĐĞ ŵĂũĞƵƌĞ͕and other material terms as mutually agreed.
7) ^ƵďƐĞƋƵĞŶƚŐƌĞĞŵĞŶƚƐĂŶĚ^ƵƌǀŝǀĂů͘ ^ƵƉƉůŝĞƌĂŶĚWĂƌƟĐŝƉĂƟŶŐ ŶƟƚLJŵĂLJĞŶƚĞƌŝŶƚŽĂƐĞƉĂƌĂƚĞ
ĂŐƌĞĞŵĞŶƚƚŽĨĂĐŝůŝƚĂƚĞůŽŶŐ-ƚĞƌŵƉĞƌĨŽƌŵĂŶĐĞŽďůŝŐĂƟŽŶƐƵƟůŝnjŝŶŐƚŚĞƚĞƌŵƐŽĨƚŚŝƐDĂƐƚĞƌ ŐƌĞĞŵĞŶƚĂƐŵƵƚƵĂůůLJĂŐƌĞĞĚ͘^ƵĐŚĂŐƌĞĞŵĞŶƚƐŵĂLJƉƌŽǀŝĚĞĨŽƌĂƉĞƌĨŽƌŵĂŶĐĞƉĞƌŝŽĚĞdžƚĞŶĚŝŶŐ beyond thĞĨƵůůƚĞƌŵŽĨƚŚŝƐDĂƐƚĞƌŐƌĞĞŵĞŶƚ ĂƐĚĞƚĞƌŵŝŶĞĚŝŶƚŚĞĚŝƐĐƌĞƟŽŶŽĨWĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJ.
8) WĂƌƟĐŝƉĂƟŶŐĚĚĞŶĚƵŵƐ͘ ^ƵƉƉůŝĞƌĂŶĚWĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJŵĂLJĞŶƚĞƌĂWĂƌƟĐŝƉĂƟŶŐĚĚĞŶĚƵŵŽƌ
ƐŝŵŝůĂƌĚŽĐƵŵĞŶƚĞdžƚĞŶĚŝŶŐĂŶĚƐƵƉƉůĞŵĞŶƟŶŐƚŚĞƚĞƌŵƐŽĨƚŚŝƐDĂƐƚĞƌŐƌĞĞŵĞŶƚƚŽĨĂĐŝůŝƚĂƚĞ ĂĚŽƉƟŽŶĂƐŵĂLJďĞƌĞƋƵŝƌĞĚďLJĂWĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJ͘
Sourcewell Romtec, Inc.
LJ͗__________________________ LJ͗ͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺ :ĞƌĞŵLJ^ĐŚǁĂƌƚnj Kristopher Lamar
dŝƚůĞ͗ŚŝĞĨWƌŽĐƵƌĞŵĞŶƚKĨĨŝĐĞƌ dŝƚůĞ͗ŽŶƚƌĂĐƚƐĚŵŝŶŝƐƚƌĂƚŽƌ ĂƚĞ͗ͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺ ĂƚĞ͗ͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺ
5)35HVWURRPDQG6KRZHU)DFLOLW\6ROXWLRQV
9HQGRU'HWDLOV
&RPSDQ\1DPH
5RPWHF,QF
'RHV\RXUFRPSDQ\FRQGXFW
EXVLQHVVXQGHUDQ\RWKHUQDPH",I
\HVSOHDVHVWDWH
1R
$GGUHVV
1RUWK%DQN5RDG
5RVHEXUJ2UHJRQ
&RQWDFW
.ULV/DPDU
(PDLO
NODPDU#URPWHFFRP
3KRQH
+67
6XEPLVVLRQ'HWDLOV
&UHDWHG2Q
7XHVGD\$SULO
6XEPLWWHG2Q
7KXUVGD\0D\
6XEPLWWHG%\
.ULV/DPDU
(PDLO
NODPDU#URPWHFFRP
7UDQVDFWLRQ
HGDHHGH
II
6XEPLWWHU
V,3$GGUHVV
Bid Number: RFP 052725 Vendor Name: Romtec, Inc.
6SHFLILFDWLRQV
7DEOH
3URSRVHU,GHQWLW\ $XWKRUL]HG5HSUHVHQWDWLYHV
1RW6FRUHG
*HQHUDO,QVWUXFWLRQV
DSSOLHVWRDOO7DEOHV
6RXUFHZHOOSUHIHUVDEULHIEXWWKRURXJKUHVSRQVHWRHDFKTXHVWLRQ'RQRWPHUHO\DWWDFK DGGLWLRQDOGRFXPHQWVWR\RXUUHVSRQVHZLWKRXWDOVRSURYLGLQJDVXEVWDQWLYHUHVSRQVH'RQRWOHDYHDQVZHUVEODQN UHVSRQG³1$´LIWKH
TXHVWLRQGRHVQRWDSSO\WR\RX
SUHIHUDEO\ZLWKDQH[SODQDWLRQ
7DEOH6SHFLILF,QVWUXFWLRQV6RXUFHZHOOUHTXLUHVLGHQWLILFDWLRQRIDOOSDUWLHVUHVSRQVLEOHIRUSURYLGLQJ6ROXWLRQVXQGHUDUHVXOWLQJPDVWHU
DJUHHPHQW
V
5HVSRQVLEOH6XSSOLHU
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¶VFRUSRUDWHRUJDQL]DWLRQDIILOLDWLRQ /LQH
,WHP 4XHVWLRQ 5HVSRQVH
3URYLGHௐWKHௐOHJDOௐQDPHௐRIௐWKHௐ3URSRVHUௐ
DXWKRUL]HGௐWRௐVXEPLWௐWKLVௐ3URSRVDO
5RPWHFௐ,QF
,QௐWKHௐHYHQWௐRIௐDZDUGௐLVௐWKLVௐHQWLW\ௐWKHௐ
5HVSRQVLEOHௐ6XSSOLHUௐWKDWௐZLOOௐH[HFXWHௐWKHௐ
PDVWHUௐDJUHHPHQWௐZLWKௐ6RXUFHZHOO"ௐ<ௐRUௐ1
<
,GHQWLI\ௐDOOௐVXEVLGLDULHVௐ'%$ௐDXWKRUL]HGௐ
DIILOLDWHVௐDQGௐDQ\ௐRWKHUௐHQWLW\ௐWKDWௐZLOOௐEHௐ
UHVSRQVLEOHௐIRUௐRIIHULQJௐDQGௐSHUIRUPLQJௐGHOLYHU\ௐ
RIௐ6ROXWLRQVௐZLWKLQௐWKLVௐ3URSRVDOௐ
LHௐ
5HVSRQVLEOHௐ6XSSOLHU
V
ௐWKDWௐZLOOௐH[HFXWHௐDௐ
PDVWHUௐDJUHHPHQWௐZLWKௐ6RXUFHZHOO
5RPWHFௐ,QFௐLVௐWKHௐVROHௐHQWLW\ௐWKDWௐZLOOௐEHௐUHVSRQVLEOHௐIRUௐRIIHULQJௐDQGௐSHUIRUPLQJௐ GHOLYHU\ௐRIௐ6ROXWLRQVௐZLWKLQௐWKLVௐSURSRVDO
3URYLGHௐ\RXUௐ&$*(ௐFRGHௐRUௐ8QLTXHௐ(QWLW\ௐ
,GHQWLILHUௐ
6$0
8(,
ௐ*+/=($$%/6
3URYLGHௐ\RXUௐ1$,&6ௐFRGHௐDSSOLFDEOHௐWRௐ
6ROXWLRQVௐSURSRVHG
3URSRVHUௐ3K\VLFDOௐ$GGUHVV
ௐ1RUWKௐ%DQNௐ5RDGௐ5RVHEXUJௐ25ௐ
3URSRVHUௐZHEVLWHௐDGGUHVVௐ
RUௐDGGUHVVHV
ZZURPWHFFRP
ௐZZZURPWHFXWLOLWLHVFRP
3URSRVHU
Vௐ$XWKRUL]HGௐ5HSUHVHQWDWLYHௐ
QDPHௐ
WLWOHௐDGGUHVVௐHPDLOௐDGGUHVVௐ ௐSKRQH
ௐ
7KHௐ
UHSUHVHQWDWLYHௐPXVWௐKDYHௐDXWKRULW\ௐWRௐVLJQௐ
WKHௐ³3URSRVHU¶Vௐ$VVXUDQFHௐRIௐ&RPSOLDQFH´ௐRQௐ
EHKDOIௐRIௐWKHௐ3URSRVHU
.ULVWRSKHUௐ/DPDU
ௐ&RQWUDFWVௐ$GPLQLVWUDWRU
ௐௐ1RUWKௐ%DQNௐ5RDGௐ5RVHEXUJௐ25ௐ
ௐNODPDU#URPWHFFRP
ௐ
3URSRVHU
VௐSULPDU\ௐFRQWDFWௐIRUௐWKLVௐSURSRVDOௐ
QDPHௐWLWOHௐDGGUHVVௐHPDLOௐDGGUHVVௐ ௐSKRQH
.ULVWRSKHUௐ/DPDU
ௐ&RQWUDFWVௐ$GPLQLVWUDWRU
ௐௐ1RUWKௐ%DQNௐ5RDGௐ5RVHEXUJௐ25ௐ
ௐNODPDU#URPWHFFRP
ௐ
3URSRVHU
VௐRWKHUௐFRQWDFWVௐIRUௐWKLVௐSURSRVDOௐLIௐ
DQ\ௐ
QDPHௐWLWOHௐDGGUHVVௐHPDLOௐDGGUHVVௐ ௐ
SKRQH
'D\QDௐ/HZLV
ௐ&KLHIௐ)LQDQFLDOௐ2IILFHU
ௐௐ1RUWKௐ%DQNௐ5RDGௐ5RVHEXUJௐ25ௐ
ௐ
GOHZLV#URPWHFFRP
ௐ
7DEOH$
)LQDQFLDO9LDELOLW\DQG0DUNHWSODFH6XFFHVV
3RLQWV
/LQH
,WHP 4XHVWLRQ 5HVSRQVH
Bid Number: RFP 052725 Vendor Name: Romtec, Inc.
3URYLGHௐDௐEULHIௐKLVWRU\ௐRIௐ\RXUௐFRPSDQ\ௐ
LQFOXGLQJௐ\RXUௐFRPSDQ\¶VௐFRUHௐYDOXHVௐ
EXVLQHVVௐSKLORVRSK\ௐDQGௐLQGXVWU\ௐORQJHYLW\ௐ
UHODWHGௐWRௐWKHௐUHTXHVWHGௐ6ROXWLRQV
)DPLO\ௐRZQHGௐDQGௐRSHUDWHGௐVLQFHௐ
ௐ5RPWHFௐ,QFௐIRXQGௐLWVௐVWDUWௐZLWKௐWKHௐVLPSOH
\HWௐLQQRYDWLYHௐSRO\HWK\OHQHௐWRLOHWௐULVHUௐWKDWௐLVௐVWLOOௐXVHGௐLQௐZDWHUOHVVௐ³YDXOW´ௐUHVWURRPV QDWLRQZLGHௐWRGD\ௐ
2YHUௐWKHௐ\HDUVௐ5RPWHFௐJUHZௐDVௐDௐVXSSOLHUௐRIௐERWKௐ³FDPSJURXQG´ௐDQGௐXUEDQௐSDUNV DQGௐUHFUHDWLRQௐVWUXFWXUHVௐ5RPWHFௐKDVௐVXSSOLHVௐWKRXVDQGVௐRIௐVWUXFWXUHVௐQDWLRQZLGH :HௐKDYHௐUHODWLRQVKLSVௐZLWKௐIHGHUDOௐVWDWHௐFRXQW\ௐDQGௐPXQLFLSDOௐDJHQFLHVௐDFURVVௐWKH FRXQWU\ௐ
)RXQGHGௐRQௐVWURQJௐHQJLQHHULQJௐFRPELQHGௐZLWKௐDௐSDVVLRQௐIRUௐTXDOLW\ௐHDFKௐ5RPWHF EXLOGLQJௐVSHDNVௐIRUௐLWVHOIௐ2XUௐOLQHௐRIௐDGYDQFHGௐSURGXFWVௐLVௐFRQVWDQWO\ௐH[SDQGLQJௐZLWK WKHௐGHYHORSPHQWௐRIௐQHZௐVWUXFWXUHVௐXVLQJௐWKHௐODWHVWௐLQௐEXLOGLQJௐPDWHULDOVௐ7RGD\ௐWKH 5RPWHFௐSURGXFWௐOLQHௐLQFOXGHVௐUHVWURRPௐVWUXFWXUHVௐRIௐDOOௐW\SHVௐDQGௐGHVLJQVௐFRQFHVVLRQ EXLOGLQJVௐSDYLOLRQVௐVWRUPௐVKHOWHUVௐXUEDQௐUHVWURRPVௐDQGௐPXFKௐPRUHௐ +HUHௐDWௐ5RPWHFௐHDFKௐDQGௐHYHU\ௐSURMHFWௐLVௐXQLTXHௐDQGௐZHௐPDNHௐLWௐRXUௐPLVVLRQௐWR FUHDWHௐDௐILQLVKHGௐSURGXFWௐWKDWௐPDNHௐERWKௐ5RPWHFௐDQGௐRXUௐFXVWRPHUVௐSURXGௐ:LWK \HDUVௐRIௐH[SHULHQFHௐDQௐHPSKDVLVௐRQௐTXDOLW\ௐDQGௐDQௐH[FHSWLRQDOௐWHDPௐ5RPWHFௐZLOO FRQWLQXHௐWRௐGHVLJQௐDQGௐFRQVWUXFWௐEHDXWLIXOௐDQGௐIXQFWLRQDOௐEXLOGLQJVௐDQGௐVWUXFWXUHVௐLQௐDOO ௐVWDWHVௐDQGௐFRQWLQXHௐWRௐDFWௐDVௐWKHௐOHDGHUௐLQௐWKHௐUHVWURRPௐLQGXVWU\ௐ ,WௐLVௐWKHௐ0LVVLRQௐRIௐ5RPWHFௐ,QFௐWRௐSURYLGHௐWKHௐKLJKHVWௐTXDOLW\ௐSDUNVௐ ௐUHFUHDWLRQௐDQG SXEOLFௐXWLOLW\ௐEXLOGLQJVௐWRௐSXEOLFௐDQGௐSULYDWHௐRUJDQL]DWLRQVௐLQௐDOOௐௐVWDWHVௐ:HௐEHOLHYH WKDWௐHYHU\ௐ$PHULFDQௐSDUNௐDQGௐUHFUHDWLRQௐVLWHௐLVௐDௐVSHFLDOௐUHVRXUFHௐDQGௐWKDWௐRXU FXVWRPHUVௐGHVHUYHௐWKHௐPRVWௐDWWUDFWLYHௐDQGௐGXUDEOHௐEXLOGLQJVௐWRௐPHHWௐWKHLUௐXQLTXH SURMHFWௐQHHGVௐ
5RPWHFௐZRUNVௐZLWKௐPDQ\ௐXQLTXHௐFXVWRPHUௐUHTXLUHPHQWVௐRQௐHYHU\ௐSURMHFWௐ)URPௐ$'$ FRPSOLDQFHௐWRௐPDWFKLQJௐH[LVWLQJௐEXLOGLQJVௐ5RPWHFௐKDVௐWKHௐGHVLJQௐH[SHUWLVHௐDQGௐWKH LQGXVWU\ௐH[SHULHQFHௐWRௐPHHWௐPDQ\ௐVSHFLDOௐUHTXLUHPHQWVௐ2XUௐJRDOௐLVௐWRௐZRUNௐZLWKௐRXU FXVWRPHUVௐWRௐSURYLGHௐWKHௐEHVWௐVLWHEXLOWௐEXLOGLQJௐRUௐVWUXFWXUHௐWRௐPHHWௐWKHLUௐVSHFLDO QHHGV
5RPWHFௐGHVLJQVௐPDQXIDFWXUHVௐVXSSOLHVௐDQGௐFRQVWUXFWVௐEXLOGLQJVௐDQGௐVWUXFWXUHVௐIRU DOOௐW\SHVௐRIௐDSSOLFDWLRQVௐ:HௐDUHௐDUFKLWHFWVௐHQJLQHHUVௐPDQXIDFWXUHUVௐDQGௐFRQWUDFWRUV 2XUௐSURFHVVௐEHJLQVௐE\ௐGHVLJQLQJௐDௐEXLOGLQJௐWKDWௐLVௐSDUWLFXODUௐWRௐWKHௐQHHGVௐRIௐHDFK FXVWRPHUௐ7KHQௐ5RPWHFௐSURYLGHVௐWKHௐFRPSOHWHௐEXLOGLQJௐSODQௐVHWVௐDQGௐVSHFLILFDWLRQV IRUௐFXVWRPHUௐDSSURYDOௐ(DFKௐSURMHFWௐFDQௐWKHQௐEHௐVHQWௐRXWௐWRௐELGௐRUௐSXUFKDVHG GLUHFWO\ௐ)LQDOO\ௐ5RPWHFௐPDQXIDFWXUHVௐDQGௐVXSSOLHVௐWKHௐFRPSOHWHௐEXLOGLQJௐWRௐEH FRQVWUXFWHGௐE\ௐWKHௐFRQWUDFWRUௐRUௐE\ௐ5RPWHFௐDVௐDௐ³WXUQNH\´ௐSURMHFW
:KDWௐDUHௐ\RXUௐFRPSDQ\¶VௐH[SHFWDWLRQVௐLQௐWKHௐ
HYHQWௐRIௐDQௐDZDUG"
5RPWHFௐDQWLFLSDWHVௐWKDWௐLIௐDZDUGHGௐZHௐZLOOௐFRQWLQXHௐWRௐEXLOGௐXSRQௐWKHௐVXFFHVVௐRIௐ RXUௐSUHYLRXVௐ6RXUFHZHOOௐ$ZDUGௐ
507
ௐ7KLVௐDZDUGௐKDVௐSOD\HGௐDௐYLWDOௐUROHௐLQௐ
HQDEOLQJௐ5RPWHFௐWRௐH[SDQGௐRXUௐWHDPௐDQGௐIDFLOLWLHVௐFRQWULEXWHௐPHDQLQJIXOO\ௐWRௐRXUௐ ORFDOௐFRPPXQLW\ௐHQKDQFHௐVHUYLFHௐWRௐRXUௐH[LVWLQJௐFXVWRPHUVௐDQGௐWKHLUௐFRPPXQLWLHVௐ DQGௐUHDFKௐQHZௐFXVWRPHUVௐDFURVVௐWKHௐ8QLWHGௐ6WDWHVௐ/RRNLQJௐDKHDGௐ5RPWHFௐUHPDLQVௐ FRPPLWWHGௐWRௐIRVWHULQJௐWKHௐUHODWLRQVKLSVௐZH¶YHௐHVWDEOLVKHGௐZLWKௐ6RXUFHZHOOௐ0HPEHUVௐ ZKLOHௐDOVRௐIRUJLQJௐQHZௐSDUWQHUVKLSVௐZLWKௐ(QWLWLHVௐZHௐKDYHௐQRWௐ\HWௐKDGௐWKHௐRSSRUWXQLW\ௐ WRௐVHUYH
'HPRQVWUDWHௐ\RXUௐILQDQFLDOௐVWUHQJWKௐDQGௐ
VWDELOLW\ௐZLWKௐPHDQLQJIXOௐGDWDௐ7KLVௐFRXOGௐ
LQFOXGHௐVXFKௐLWHPVௐDVௐILQDQFLDOௐVWDWHPHQWVௐ
6(&ௐILOLQJVௐFUHGLWௐDQGௐERQGௐUDWLQJVௐOHWWHUVௐ
RIௐFUHGLWௐDQGௐGHWDLOHGௐUHIHUHQFHௐOHWWHUVௐ
8SORDGௐVXSSRUWLQJௐGRFXPHQWVௐ
DVௐDSSOLFDEOH
ௐ
LQௐWKHௐGRFXPHQWௐXSORDGௐVHFWLRQௐRIௐ\RXUௐ
UHVSRQVHௐ'2ௐ127ௐ3529,'(ௐ$1<ௐ7$;ௐ
,1)250$7,21ௐ25ௐ3(5621$//<ௐ
,'(17,),$%/(ௐ,1)250$7,21
5RPWHFௐLVௐSURYLGLQJௐWKHௐIROORZLQJௐLQIRUPDWLRQௐWRௐGHPRQVWUDWHௐRXUௐILQDQFLDOௐVWUHQJWKௐ DQGௐVWDELOLW\
ௐ
ௐ%DQNௐ$VVXUDQFHௐ/HWWHUௐ
ௐ%RQGௐ5HFRPPHQGDWLRQௐ/HWWHUௐ
ௐ&3$ௐ5HFRPPHQGDWLRQௐ/HWWHUௐ
ௐ&UHGLWௐ5HSRUWௐ
7KHVHௐGRFXPHQWVௐDUHௐXSORDGHGௐLQௐWKHௐ)LQDQFLDOௐ,QIRUPDWLRQௐ]LSௐILOH
:KDWௐLVௐ\RXUௐ86ௐPDUNHWௐVKDUHௐIRUௐWKHௐ
6ROXWLRQVௐWKDWௐ\RXௐDUHௐSURSRVLQJ"
5RPWHFௐHVWLPDWHVௐRXUௐFXUUHQWௐ86ௐPDUNHWௐVKDUHௐLVௐDSSUR[LPDWHO\ௐௐௐௐIRUௐWKHௐ 6ROXWLRQVௐZHௐDUHௐSURSRVLQJ
:KDWௐLVௐ\RXUௐ&DQDGLDQௐPDUNHWௐVKDUHௐIRUௐWKHௐ
6ROXWLRQVௐWKDWௐ\RXௐDUHௐSURSRVLQJ"
5RPWHF
VௐFXUUHQWௐ&DQDGLDQௐPDUNHWௐVKDUHௐLVௐ
'LVFORVHௐDOOௐFXUUHQWௐDQGௐFRPSOHWHGௐEDQNUXSWF\ௐ
SURFHHGLQJVௐIRUௐ3URSRVHUௐDQGௐDQ\ௐLQFOXGHGௐ
SRVVLEOHௐ5HVSRQVLEOHௐ3DUW\ௐZLWKLQௐWKHௐSDVWௐ
VHYHQௐ\HDUVௐ3URSRVHUௐPXVWௐSURYLGHௐQRWLFHௐLQௐ
ZULWLQJௐWRௐ6RXUFHZHOOௐLIௐLWௐHQWHUVௐDௐEDQNUXSWF\ௐ
SURFHHGLQJௐDWௐDQ\ௐWLPHௐGXULQJௐWKHௐSHQGHQF\ௐ
RIௐWKLVௐ5)3ௐHYDOXDWLRQ
5RPWHFௐQRUௐDQ\ௐUHVSRQVLEOHௐSDUW\ௐZLWKLQௐWKHௐRUJDQL]DWLRQௐKDVௐQRௐFXUUHQWௐQRUௐDQ\ௐ FRPSOHWHGௐEDQNUXSWF\ௐSURFHHGLQJVௐZLWKLQௐWKHௐSDVWௐVHYHQௐ\HDUVௐQRUௐDWௐDQ\WLPHௐLQௐWKHௐ SDVWௐ5RPWHFௐXQGHUVWDQGௐWKDWௐLWௐPXVWௐSURYLGHௐQRWLFHௐWRௐ6RXUFHZHOOௐLIௐLWௐHQWHUVௐ EDQNUXSWF\ௐGXULQJௐWKHௐSHQGHQF\ௐRIௐWKHௐ5)3ௐHYDOXDWLRQ
Bid Number: RFP 052725 Vendor Name: Romtec, Inc.
+RZௐLVௐ\RXUௐRUJDQL]DWLRQௐEHVWௐGHVFULEHG
ௐLVௐLWௐ
DௐPDQXIDFWXUHUௐDௐGLVWULEXWRUGHDOHUUHVHOOHUௐRUௐ
DௐVHUYLFHௐSURYLGHU"ௐௐ$QVZHUௐWKHௐTXHVWLRQௐWKDWௐ
EHVWௐDSSOLHVௐWRௐ\RXUௐRUJDQL]DWLRQௐHLWKHUௐD
ௐRUௐ
E
D
ௐௐௐௐ,Iௐ\RXUௐFRPSDQ\ௐLVௐEHVWௐGHVFULEHGௐDVௐDௐ
GLVWULEXWRUGHDOHUUHVHOOHUௐ
RUௐVLPLODUௐHQWLW\
ௐ
SURYLGHௐ\RXUௐZULWWHQௐDXWKRUL]DWLRQௐWRௐDFWௐDVௐDௐ
GLVWULEXWRUGHDOHUUHVHOOHUௐIRUௐWKHௐPDQXIDFWXUHUௐ
RIௐWKHௐSURGXFWVௐSURSRVHGௐLQௐWKLVௐ5)3ௐ,Iௐ
DSSOLFDEOHௐLVௐ\RXUௐGHDOHUௐQHWZRUNௐ
LQGHSHQGHQWௐRUௐFRPSDQ\ௐRZQHG"
E
ௐௐௐௐ,Iௐ\RXUௐFRPSDQ\ௐLVௐEHVWௐGHVFULEHGௐDVௐDௐ
PDQXIDFWXUHUௐRUௐVHUYLFHௐSURYLGHUௐGHVFULEHௐ
\RXUௐUHODWLRQVKLSௐZLWKௐ\RXUௐVDOHVௐDQGௐVHUYLFHௐ
IRUFHௐDQGௐZLWKௐ\RXUௐGHDOHUௐQHWZRUNௐLQௐ
GHOLYHULQJௐWKHௐSURGXFWVௐDQGௐVHUYLFHVௐSURSRVHGௐ
LQௐWKLVௐ5)3ௐ$UHௐWKHVHௐLQGLYLGXDOVௐ\RXUௐ
HPSOR\HHVௐRUௐWKHௐHPSOR\HHVௐRIௐDௐWKLUGௐSDUW\"
E
ௐ5RPWHFௐLVௐEHVWௐGHVFULEHGௐDVௐDௐPDQXIDFWXUHUௐ5RPWHFௐVDOHVௐDQGௐVHUYLFHௐIRUFHVௐ DUHௐGLUHFWௐHPSOR\HHVௐRIௐ5RPWHFௐDQGௐDOOௐRIௐ5RPWHF
VௐEXVLQHVVௐLVௐFRQGXFWHGௐWKURXJKௐ
RXUௐIDFLOLWLHVௐDWௐௐ1RUWKௐ%DQNௐ5RDGௐ5RVHEXUJௐ25ௐ
,IௐDSSOLFDEOHௐSURYLGHௐDௐGHWDLOHGௐH[SODQDWLRQௐ
RXWOLQLQJௐWKHௐOLFHQVHVௐDQGௐFHUWLILFDWLRQVௐWKDWௐ
DUHௐERWKௐUHTXLUHGௐWRௐEHௐKHOGௐDQGௐDFWXDOO\ௐ
KHOGௐE\ௐ\RXUௐRUJDQL]DWLRQௐ
LQFOXGLQJௐWKLUGௐ
SDUWLHVௐDQGௐVXEFRQWUDFWRUVௐWKDWௐ\RXௐXVH
ௐLQௐ
SXUVXLWௐRIௐWKHௐEXVLQHVVௐFRQWHPSODWHGௐE\ௐWKLVௐ
5)3
5RPWHFௐKROGVௐ&RPPHUFLDOௐ*HQHUDOௐ&RQWUDFWRUௐ/LFHQVHVௐLQ
ௐ
2UHJRQ
ௐ/LFHQVHௐ
ௐ/LFHQVHௐ
ௐ
&DOLIRUQLD
ௐ/LFHQVHௐ
ௐ/LFHQVHௐ
ௐ
:DVKLQJWRQ
ௐ/LFHQVHௐ&&ௐ5207(,
1)
ௐ/LFHQVHௐ&&ௐ5207(8,
-ௐ
$ODVND
ௐ/LFHQVHௐ&21(ௐ
$UL]RQD
ௐ/LFHQVHௐ
ௐ
$UNDQVDV
ௐ/LFHQVHௐ
ௐ
,GDKR
ௐ/LFHQVHௐ5&(ௐ
1HYDGD
ௐ/LFHQVHௐ
ௐ
1HZௐ0H[LFR
ௐ/LFHQVHௐ
ௐ
8WDK
ௐ/LFHQVHௐௐௐ
,QௐDGGLWLRQௐWRௐWKHௐ&RPPHUFLDOௐ*HQHUDOௐ&RQWUDFWRUௐ/LFHQVHVௐDERYHௐ5RPWHFௐKROGVௐ QXPHURXVௐORFDOௐPXQLFLSDOLW\ௐFRQWUDFWRUௐOLFHQVHV
5RPWHFௐHPSOR\HHVௐOLFHQVHGௐHQJLQHHUVௐDQGௐDUFKLWHFWVௐZKRௐWKHPVHOYHVௐDUHௐOLFHQVHGௐLQௐ DOOௐௐ6WDWHVௐWRௐSURYLGHௐVHDOHGௐSODQVௐDQGௐFDOFXODWLRQVௐIRUௐ5RPWHF VௐSURGXFWVௐ7KLVௐ
LQFOXGHVௐDOOௐVWUXFWXUDOௐPHFKDQLFDOௐSOXPELQJௐDQGௐHOHFWULFDOௐSODQVௐDQGௐFDOFXODWLRQV
'LVFORVHௐDOOௐFXUUHQWௐDQGௐSDVWௐGHEDUPHQWVௐRUௐ
VXVSHQVLRQVௐIRUௐ3URSRVHUௐDQGௐDQ\ௐLQFOXGHGௐ
SRVVLEOHௐ5HVSRQVLEOHௐ3DUW\ௐZLWKLQௐWKHௐSDVWௐ
VHYHQௐ\HDUVௐ3URSRVHUௐPXVWௐSURYLGHௐQRWLFHௐLQௐ
ZULWLQJௐWRௐ6RXUFHZHOOௐLIௐLWௐHQWHUVௐDௐGHEDUPHQWௐ
RUௐVXVSHQVLRQௐVWDWXVௐDQ\ௐWLPHௐGXULQJௐWKHௐ
SHQGHQF\ௐRIௐWKLVௐ5)3ௐHYDOXDWLRQ
5RPWHFௐKDVௐQRௐSDVWௐGHEDUPHQWVௐRUௐVXVSHQVLRQௐQRUௐGRHVௐDQ\ௐ5HVSRQVLEOHௐ3DUW\ௐ ZLWKLQௐWKHௐSDVWௐVHYHQௐ\HDUVௐQRUௐKDVௐLWௐHYHUௐKDGௐSDVWௐGHEDUPHQWVௐRUௐVXVSHQVLRQVௐ 5RPWHFௐZLOOௐSURYLGHௐQRWLFHௐLQௐZULWLQJௐWRௐ6RXUFHZHOOௐLIௐLWௐHQWHUVௐGHEDUPHQWௐRUௐ VXVSHQVLRQௐVWDWXVௐDWௐDQ\ௐWLPHௐGXULQJௐWKHௐSHQGHQF\ௐRIௐWKLVௐ5)3ௐHYDOXDWLRQ
'HVFULEHௐDQ\ௐUHOHYDQWௐLQGXVWU\ௐDZDUGVௐRUௐ
UHFRJQLWLRQௐWKDWௐ\RXUௐFRPSDQ\ௐKDVௐUHFHLYHGௐLQௐ
WKHௐSDVWௐILYHௐ\HDUV
5RPWHFௐZDVௐIHDWXUHGௐLQௐWKHௐ0DUFKௐௐLVVXHௐRIௐ/DQGVFDSHௐ$UFKLWHFWௐ0DJD]LQHௐIRUௐ RXUௐZRUNௐRQௐWKHௐ6RXWKௐ)RQWDQDௐ3DUNௐ3URMHFWௐLQௐ)RQWDQDௐ&$ௐ 5RPWHFௐZDVௐIHDWXUHGௐLQௐ2FWREHUௐௐLVVXHௐRIௐ3DUNVௐDQGௐ5HFUHDWLRQௐ0DJD]LQHௐIRUௐ RXUௐZRUNௐZLWKௐWKHௐ&LW\ௐRIௐ0HGIRUGௐ25ௐDQGௐWKHௐDQWLYDQGDOLVPௐIHDWXUHVௐRIௐWKHௐ5RPWHFௐ VWUXFWXUHௐSURYLGHGௐIRUௐWKLVௐSURMHFWௐ
5RPWHF
Vௐ/HDGௐ'HVLJQHUௐ&DVVDQGUDௐ5XSRUWௐZDVௐIHDWXUHGௐLQௐWKHௐ0D\ௐௐLVVXHௐRIௐ 3DUNVௐDQGௐ5HFUHDWLRQௐ0DJD]LQHௐKLJKOLJKWLQJௐ5RPWHF
VௐGHVLJQௐFDSDELOLWLHVௐDQGௐ
LQQRYDWLRQVௐLQௐ$OO*HQGHUௐ5HVWURRPௐGHVLJQV
*6$5HFRJQL]HGௐDVௐDQௐ([FHSWLRQDOௐ9HQGRUௐ
:KDWௐSHUFHQWDJHௐRIௐ\RXUௐVDOHVௐDUHௐWRௐWKHௐ
JRYHUQPHQWDOௐVHFWRUௐLQௐWKHௐSDVWௐWKUHHௐ\HDUV"
$SSUR[LPDWHO\ௐௐRIௐ5RPWHF
VௐVDOHVௐLQௐWKHௐODVWௐWKUHHௐ\HDUVௐZHUHௐWRௐWKHௐ
JRYHUQPHQWDOௐVHFWRU
:KDWௐSHUFHQWDJHௐRIௐ\RXUௐVDOHVௐDUHௐWRௐWKHௐ
HGXFDWLRQௐVHFWRUௐLQௐWKHௐSDVWௐWKUHHௐ\HDUV"
$SSUR[LPDWHO\ௐௐRIௐ5RPWHF
VௐVDOHVௐLQௐWKHௐODVWௐWKUHHௐ\HDUVௐZHUHௐWRௐWKHௐHGXFDWLRQௐ
VHFWRUௐLQௐWKHௐODVWௐWKUHHௐ\HDUV
/LVWௐDOOௐVWDWHௐFRRSHUDWLYHௐSXUFKDVLQJௐ
DJUHHPHQWVௐWKDWௐ\RXௐKROGௐ:KDWௐLVௐWKHௐDQQXDOௐ
VDOHVௐYROXPHௐIRUௐHDFKௐRIௐWKHVHௐDJUHHPHQWௐ
RYHUௐWKHௐSDVWௐWKUHHௐ\HDUV"
%X\%RDUGௐ3XUFKDVLQJௐ&RRSHUDWLYH
ௐ
ௐௐ
6DOHVௐ9ROXPH
ௐ$SSUR[LPDWHO\ௐ.ௐ$QQXDOO\ௐ
ௐௐ
$(3$ௐ6WDWHௐ0HPEHUௐ&RRSHUDWLYHV
ௐ%ௐ
6DOHVௐ9ROXPH
ௐ$SSUR[LPDWHO\ௐ
.ௐௐ
ௐௐ
.H\VWRQHௐ3XUFKDVLQJௐ&RRSHUDWLYH
ௐௐ
6DOHVௐ9ROXPH
ௐ$SSUR[LPDWHO\ௐ.ௐ$QQXDOO\ௐ
ௐௐ
Bid Number: RFP 052725 Vendor Name: Romtec, Inc.
/LVWௐDQ\ௐ*6$ௐFRQWUDFWVௐRUௐ6WDQGLQJௐ2IIHUVௐ
DQGௐ6XSSO\ௐ$UUDQJHPHQWVௐ
626$
ௐWKDWௐ\RXௐ
KROGௐ:KDWௐLVௐWKHௐDQQXDOௐVDOHVௐYROXPHௐIRUௐ
HDFKௐRIௐWKHVHௐFRQWUDFWVௐRYHUௐWKHௐSDVWௐWKUHHௐ
\HDUV"
&0$6ௐ&RQWUDFW
ௐௐ
6RXUFHZHOOௐ507ௐEDVHGௐDJUHHPHQW
ௐ
6DOHVௐ9ROXPH
ௐ$SSUR[LPDWHO\ௐ.ௐ$QQXDOO\ௐ
ௐௐ
ௐ
:DVKLQJWRQௐ'(6
ௐௐ
6RXUFHZHOOௐ507ௐEDVHGௐDJUHHPHQW
ௐ
6DOHVௐ9ROXPH
ௐ$SSUR[LPDWHO\ௐ.ௐ$QQXDOO\ௐ
ௐௐ
ௐ
1HYDGDௐ6WDWH
ௐ507ௐ
6RXUFHZHOOௐ507ௐEDVHGௐDJUHHPHQW
ௐௐ
6DOHVௐ9ROXPH
ௐௐ
ௐௐ
ௐ
&XUUHQWO\ௐSHQGLQJௐVDOHVௐ
3$ௐ&R6WDUV
ௐ(ௐ
6DOHVௐ9ROXPH
ௐ.ௐ$QQXDOO\ௐ
ௐௐ
7DEOH%
5HIHUHQFHV7HVWLPRQLDOV
/LQH,WHP6XSSO\UHIHUHQFHLQIRUPDWLRQIURPWKUHHFXVWRPHUVZKRDUHHOLJLEOHWREH6RXUFHZHOOSDUWLFLSDWLQJHQWLWLHV (QWLW\1DPH
&RQWDFW1DPH
3KRQH1XPEHU
&LW\ௐRIௐ&RURQDௐ&$ 5DFKHOௐ0F/XUHௐ&,3ௐ6XSHUYLVRU
&LW\ௐRIௐ5RFNDZD\ௐ%HDFKௐ25 'DQௐ(PHUVRQௐ3XEOLFௐ:RUNVௐ6XSHULQWHQGHQW
2&ௐ3DUNVௐ&$ 5HQHHௐ*ORVHFNLௐ3URMHFWௐ0DQDJHU
&LW\ௐRIௐ,UYLQHௐ&$ &RUH\ௐ/DNLQௐ&RPPXQLW\ௐ6HUYLFHVௐ'HSXW\ௐ'LUHFWRU
&LW\ௐRIௐ/DNHYLOOHௐ01 0DUNௐ.UXVHௐ3DUNVௐ6XSHULQWHQGHQW
7DEOH
$ELOLW\WR6HOODQG'HOLYHU6ROXWLRQV
3RLQWV
'HVFULEH\RXUFRPSDQ\¶VFDSDELOLW\WRPHHWWKHQHHGVRI6RXUFHZHOOSDUWLFLSDWLQJHQWLWLHVDFURVVWKH86DQG&DQDGDDVDSSOLFDEOH<RXU UHVSRQVHVKRXOGDGGUHVVLQGHWDLODWOHDVWWKHIROORZLQJDUHDV ORFDWLRQVRI\RXUQHWZRUNRIVDOHVDQGVHUYLFHSURYLGHUVWKHQXPEHURI ZRUNHUV
IXOOWLPHHTXLYDOHQWV
LQYROYHGLQHDFKVHFWRUZKHWKHUWKHVHZRUNHUVDUH\RXUGLUHFWHPSOR\HHV RUHPSOR\HHVRIDWKLUGSDUW\
DQGDQ\RYHUODSEHWZHHQWKHVDOHVDQGVHUYLFHIXQFWLRQV /LQH
,WHP 4XHVWLRQ 5HVSRQVH
Bid Number: RFP 052725 Vendor Name: Romtec, Inc.
6DOHVௐIRUFH 5RPWHF
Vௐ6DOHVௐIRUFHௐKDVௐGRXEOHGௐVLQFHௐEHLQJௐDZDUGHGௐDVௐDௐ6RXUFHZHOOௐ9HQGRUௐLQௐ ௐ5RPWHFௐQRZௐHPSOR\VௐௐIXOOWLPHௐSHUVRQQHOௐGHGLFDWHGௐVSHFLILFDOO\ௐWRௐVDOHVௐ &RG\ௐ'RROH\ௐ6DOHVௐ0DQDJHUௐ
&RG\ௐKDVௐRYHUௐௐ\HDUVௐVDOHVௐH[SHULHQFHௐDQGௐRYHUௐௐ\HDUVௐH[SHULHQFHௐDWௐ5RPWHFௐ &RG\ௐZDVௐSURPRWHGௐLQௐWKLVௐODVWௐ\HDUௐWRௐWKHௐ6DOHVௐ0DQDJHUௐDQGௐRYHUVHHVௐDOOௐVDOHVௐ DFWLYLW\ௐDQGௐVDOHVௐVWDIIௐDWௐ5RPWHFௐ&RG\ௐKDVௐWKHௐH[SHULHQFHௐDQGௐSURIHVVLRQDOLVPௐ UHTXLUHGௐWRௐGHOLYHUௐFRPSOH[ௐSURMHFWVௐRQௐVFKHGXOHௐDQGௐZLWKLQௐFXVWRPHUௐEXGJHWVௐௐௐ 7UDYLVௐ2OVRQௐ%XVLQHVVௐ'HYHORSPHQWௐ0DQDJHUௐ)URQW(QGௐ6DOHVௐ(QJLQHHU 7UDYLVௐKDVௐRYHUௐௐ\HDUVௐH[SHULHQFHௐKHUHௐDWௐ5RPWHFௐ$VௐDௐPHPEHUௐRIௐWKHௐIDPLO\ௐWKDWௐ RZQVௐWKHௐ5RPWHFௐ&RPSDQLHVௐ7UDYLVௐSRVVHVVௐYDVWௐNQRZOHGJHௐRIௐWKHௐSURGXFWVௐDQGௐ SURFHVVHVௐWKDWௐFRQWLQXHௐWRௐPDNHௐWKHௐ5RPWHFௐ&RPSDQLHVௐVXFFHVVIXOௐ7UDYLV ௐGXWLHVௐLQௐ
WKHௐ5RPWHFௐ6DOHVௐ'HSDUWPHQWௐIRFXVௐRQௐGHYHORSLQJௐUHSHDWௐEXVLQHVVௐZLWKௐH[LVWLQJௐ FXVWRPHUVௐDVௐZHOOௐDVௐGHYHORSLQJௐQHZௐPDUNHWVௐDQGௐFXVWRPHUVௐ -HUHPLDKௐ0XUSK\ௐ3RVWௐ6DOHVௐ&RRUGLQDWRUௐ
-HUHPLDKௐKDVௐEHHQௐZLWKௐ5RPWHFௐQRZௐIRUௐௐ\HDUVௐ+LVௐSUHYLRXVௐH[SHULHQFHௐLQFOXGHVௐ RYHUௐௐ\HDUVௐLQௐFLYLOௐFRQVWUXFWLRQௐSURMHFWௐPDQDJHPHQWௐDQGௐVWRUPZDWHUௐLQIUDVWUXFWXUHௐ UHKDELOLWDWLRQௐ-HUHPLDK
VௐVDOHVௐGXWLHVௐDUHௐIRFXVHGௐH[LVWLQJௐFXVWRPHUVௐDQGௐGHYHORSLQJௐ UHSHDWௐEXVLQHVVௐ
/RUHQௐ&XOEHUKRXVHௐ)URQW(QGௐ6DOHVௐ(QJLQHHUௐ&RQVWUXFWLRQௐ(VWLPDWLQJ /RUHQௐKDVௐௐ\HDUVௐRIௐVDOHVௐH[SHULHQFHௐSULRUௐWRௐMRLQLQJௐ5RPWHFௐLQௐௐ/RUHQ Vௐ
SULPDU\ௐUROHௐLQௐWKHௐ6DOHVௐ'HSDUWPHQWௐDWௐ5RPWHFௐLVௐLQVWDOODWLRQௐHVWLPDWLQJௐIRUௐSURMHFWVௐ ZKLFKௐZLOOௐRUௐPD\ௐLQFOXGHௐ5RPWHF
VௐLQVWDOODWLRQௐVHUYLFHVௐ/RUHQௐDOVRௐSDUWLFLSDWHVௐLQௐ
LQLWLDOௐLQTXLULHVௐZLWKௐQHZௐDQGௐH[LVWLQJௐFXVWRPHUVௐ
0DWWௐ&XJOH\ௐ)URQW(QGௐ6DOHVௐ(QJLQHHUௐ
0DWWௐKDVௐௐ\HDUVௐH[SHULHQFHௐSULRUௐWRௐMRLQLQJௐWKHௐ5RPWHFௐ6DOHVௐVWDIIௐLQௐௐ0DWW Vௐ
SULPDU\ௐGXWLHVௐLQௐWKHௐ6DOHVௐ'HSDUWPHQWௐDUHௐIRFXVHGௐRQௐGHYHORSLQJௐLQTXLUHVௐIURPௐQHZௐ DQGௐH[LVWLQJௐFXVWRPHUVௐWKURXJKௐUHFHLSWௐRIௐDௐSXUFKDVHௐRUGHUௐ 0DWWௐ$UPVWURQJௐ)URQW(QGௐ6DOHVௐ(QJLQHHUௐ
0DWWௐMRLQHGௐWKHௐ5RPWHFௐ6DOHVௐ'HSDUWPHQWௐLQௐௐDQGௐPDQDJHVௐLQTXLUHVௐIURPௐQHZௐ DQGௐH[LVWLQJௐFXVWRPHUVௐIURPௐWKHௐLQTXLU\ௐSKDVHௐWKURXJKௐUHFHLSWௐRIௐDௐSXUFKDVHௐRUGHU
'HVFULEHௐWKHௐQHWZRUNௐRIௐ$XWKRUL]HGௐ6HOOHUVௐ
ZKRௐZLOOௐGHOLYHUௐ6ROXWLRQVௐLQFOXGLQJௐGHDOHUVௐ
GLVWULEXWRUVௐUHVHOOHUVௐDQGௐRWKHUௐGLVWULEXWLRQௐ
PHWKRGVௐ
LQFOXGLQJௐVXEFRQWUDFWRUV
$OOௐRIௐ5RPWHF
VௐEXVLQHVVௐLVௐFRQGXFWHGௐIURPௐRXUௐIDFLOLWLHVௐLQௐ5RVHEXUJௐ25ௐ5RPWHFௐ GRHVௐQRWௐXWLOL]HௐGHDOHUVௐGLVWULEXWRUVௐUHVHOOHUVௐRUௐRWKHUௐGLVWULEXWLRQௐPHWKRGVௐWRௐFRQGXFWVௐ LW
VௐEXVLQHVV
Bid Number: RFP 052725 Vendor Name: Romtec, Inc.
6HUYLFHௐIRUFH 5RPWHF
Vௐ6HUYLFHௐ)RUFHௐFRQVLVWௐKDVௐDOVRௐJURZQௐVLQFHௐEHLQJௐDZDUGHGௐDVௐDௐ6RXUFHZHOOௐ 9HQGRUௐLQௐௐ5RPWHFௐQRZௐHPSOR\VௐௐQHZௐSHUVRQQHOௐGHGLFDWHGௐWRௐVHUYLFHSURMHFWௐ PDQDJHPHQWௐLQௐDGGLWLRQௐWRௐ5RPWHF
Vௐ9LFHௐ3UHVLGHQWௐRIௐ2SHUDWLRQVௐ0DUNௐ6KHOGRQௐ
0DUNௐKDVௐEHHQௐZLWKௐ5RPWHFௐVLQFHௐLW
VௐEHJLQQLQJௐDQGௐFXUUHQWO\ௐRYHUVHHVௐSURMHFWௐ
PDQDJHPHQWௐHQJLQHHULQJௐPDUNHWLQJௐDQGௐRSHUDWLRQVௐDWௐ5RPWHFௐ0DUN VௐUHVSRQVLELOLW\ௐ
DWௐ5RPWHFௐLVௐWRௐHQVXUHௐWKHௐFRPSDQ\ௐLVௐZRUNLQJௐVPRRWKO\ௐDQGௐHIILFLHQWO\ௐLQௐDOOௐDVSHFWVௐ RIௐRSHUDWLRQVௐXOWLPDWHO\ௐOHDGLQJௐWRௐWKHௐKLJKHVWௐOHYHOௐRIௐFXVWRPHUௐVDWLVIDFWLRQௐZLWKௐWKHௐ HQGௐSURGXFWௐDQGௐH[SHULHQFHௐSRVVLEOH
2WKHUௐ5RPWHFௐNH\ௐVHUYLFHௐSHUVRQDOௐDUHௐKLJKOLJKWHGௐEHORZ ௐௐ
'DOWRQௐ'HHNVௐ(QJLQHHULQJௐ0DQDJHUௐ
'DOWRQௐKDVௐEHHQௐZLWKௐ5RPWHFௐIRUௐௐ\HDUVௐ'DOWRQ
VௐSULPDU\ௐUHVSRQVLELOLWLHVௐLQOFXGHௐ
VFKHGXOLQJௐDQGௐFRRUGLQDWLQJௐDOOௐHQJLQHHULQJௐDVSHFWVௐRQௐHDFKௐ5RPWHFௐSURMHFWௐ7KLVௐ LQFOXGHVௐFRPPXQLFDWLRQௐWRௐLQWHUQDOௐHQJLQHHUVௐDQGௐGHVLJQHUVௐVXEௐFRQVXOWDQWVௐFRPPHQWVௐ UHVSRQVHVௐDQGௐRWKHUௐNH\ௐHQJLQHHULQJௐUHODWHGௐUHVSRQVLELOLWLHVௐ'DOWRQௐLVௐDௐFULWLFDOௐSDUWௐ RIௐWKHௐ5RPWHFௐSURFHVVௐDQGௐDௐFULWLFDOௐUHDVRQௐZHௐDUHௐDEOHௐWRௐZRUNௐHIILFLHQWO\ௐDQGௐ SURYLGHௐTXDOLW\ௐVHUYLFHௐWRௐRXUௐFXVWRPHUV
/LQGVH\ௐ%RJDQௐ6HQLRUௐ3URMHFWௐ0DQDJHUௐௐ
/LQGVH\ௐKDVௐEHHQௐZLWKௐ5RPWHFௐIRUௐILYHௐ\HDUVௐDQGௐKDVௐEHHQௐ5RPWHF VௐVHQLRUௐSURMHFWௐ
PDQDJHUௐIRUௐWKHௐODVWௐௐ\HDUVௐ/LQGVH\ௐLVௐUHVSRQVLEOHௐIRUௐPDQDJLQJௐSURMHFWௐWLPHOLQHVௐ 5RPWHFௐFRPPLWPHQWVௐDQGௐFXVWRPHUௐH[SHFWDWLRQVௐIURPௐWKHௐWLPHௐDௐSXUFKDVHௐRUGHUௐLVௐ UHFHLYHGௐXQWLOௐSURMHFWௐGHOLYHU\ௐ/LQGVH\ௐFXUUHQWO\ௐRYHUVHHVௐௐRWKHUௐSHUVRQQHOௐUHVSRQVLEOHௐ IRUௐSURMHFWௐPDQDJHPHQW
'DYLGௐ6PLWKௐ6HQLRUௐ&RQVWUXFWLRQௐ0DQDJHUௐ
'DYLGௐLVௐ5RPWHF
Vௐ6HQLRUௐ&RQVWUXFWLRQௐ0DQDJHUௐDQGௐKDVௐRYHUௐௐ\HDUVௐH[SHULHQFHௐLQௐ FRQVWUXFWLRQௐPDQDJHPHQWௐH[SHULHQFHௐDQGௐRYHUௐௐ\HDUVௐH[SHULHQFHௐDWௐ5RPWHFௐ'DYLGௐ KDQGOHVௐ5RPWHFௐLQVWDOODWLRQௐSURMHFWVௐIURPௐGHOLYHU\ௐRIௐWKHௐEXLOGLQJௐSDFNDJHௐWKURXJKௐWKHௐ LQVWDOODWLRQௐDQGௐZDUUDQW\ௐSKDVHௐ'DYLGௐLVௐDOVRௐUHVSRQVLEOHௐIRUௐRYHUVHHLQJௐDOOௐDVSHFWVௐRIௐ SURGXFWLRQௐDWௐ5RPWHFௐIDFLOLWDWLQJௐSODQVௐIRUௐUHYLHZௐVFKHGXOLQJௐWKHௐLQVWDOODWLRQௐRIௐ5RPWHFௐ VWUXFWXUHVௐILHOGLQJௐLQVWDOODWLRQௐUHODWHGௐTXHVWLRQVௐIURPௐUGௐSDUW\ௐLQVWDOOHUVௐDQGௐVROYLQJௐ DQ\ௐLQVWDOODWLRQௐFKDOOHQJHVௐ'DYLGௐFXUUHQWO\ௐRYHUVHHVௐௐRWKHUௐFRQVWUXFWLRQௐSURMHFWௐ PDQDJHPHQWௐVWDIIௐDWௐ5RPWHF
.HQௐ3HUU\ௐ5RPWHFௐ&RQVWUXFWLRQௐ)RUHPDQௐ
.HQௐ3HUU\ௐLVௐ5RPWHF¶VௐSULPDU\ௐLQVWDOOHUௐDQGௐZLOOௐPDQDJHௐDௐFUHZௐRQௐVLWHௐDQGௐEH WKHௐSULPDU\ௐVLWHௐFRQWDFWௐGXULQJௐFRQVWUXFWLRQௐ.HQௐKDVௐLQVWDOOHGௐ5RPWHF EXLOGLQJVௐIRUௐRYHUௐWZHQW\ௐILYHௐ\HDUVௐDQGௐKDQGOHVௐDQGௐPDQDJHVௐDOOௐDVSHFWVௐRIௐ FRQVWUXFWLRQௐRQௐVLWH
Bid Number: RFP 052725 Vendor Name: Romtec, Inc.
'HVFULEHௐWKHௐRUGHULQJௐSURFHVVௐ,IௐRUGHUVௐZLOOௐ
EHௐKDQGOHGௐE\ௐGLVWULEXWRUVௐGHDOHUVௐRUௐ
RWKHUVௐH[SODLQௐWKHௐUHVSHFWLYHௐUROHVௐRIௐWKHௐ
3URSRVHUௐDQGௐRWKHUVௐ
LQFOXGLQJௐ
VXEFRQWUDFWRUV
D
ௐ8SRQௐLQLWLDOௐFRQWDFWௐZLWKௐDௐSRWHQWLDOௐFXVWRPHUௐWKHௐ5RPWHFௐ6DOHVௐ'HSDUWPHQWௐZLOOௐ GLVFXVVௐRSWLRQVௐSURMHFWௐUHTXLUHPHQWVௐDQGௐGHWDLOVௐDQGௐSURYLGHௐEXGJHWDU\ௐHVWLPDWHVௐDQGௐ VDPSOHௐGUDZLQJVௐ$WௐWKLVௐVWDJHௐRIௐWKHௐRUGHULQJௐSURFHVVௐ5RPWHFௐLVௐGHWHUPLQLQJௐWKHௐ RYHUDOOௐYLDELOLW\ௐRIௐWKHௐSURMHFWௐ%\ௐSURYLGLQJௐEXGJHWDU\ௐHVWLPDWHVௐIRUௐQRWௐRQO\ௐ5RPWHF Vௐ
VFRSHௐRIௐZRUNௐEXWௐDOVRௐZRUNௐRXWVLGHௐRIௐRXUௐVFRSHௐVXFKௐDVௐFLYLOௐHQJLQHHULQJௐDQGௐ FRQVWUXFWLRQௐWKDWௐPD\ௐEHௐUHTXLUHGௐ5RPWHFௐLVௐDEOHௐWRௐSURYLGHௐRXUௐFXVWRPHUVௐZLWKௐ UHDOLVWLFௐH[SHFWDWLRQௐRIௐWKHௐRYHUDOOௐSURMHFWௐFRVWௐ
E
ௐ8SRQௐWKHௐFXVWRPHU
VௐDSSURYDOௐRIௐWKHௐHVWLPDWHVௐ5RPWHFௐZLOOௐSURGXFHௐDQௐRIILFLDOௐ TXRWHௐDQGௐSURSRVDOௐIRUௐWKHௐFXVWRPHU
VௐUHYLHZௐZKLFKௐZLOOௐLQFOXGHௐSURMHFWௐVSHFLILFௐSODQ
YLHZௐDQGௐHOHYDWLRQௐGUDZLQJVௐDௐVFRSHௐRIௐZRUNௐOHWWHUௐDQGௐDௐ6RXUFHZHOOௐTXRWHௐௐ 1RWH
ௐ7\SLFDOO\ௐDWௐWKLVௐVWDJHௐWKHUHௐFDQௐEHௐPXOWLSOHௐUHYLVLRQVௐRIௐWKHௐSURSRVDOௐ2IWHQௐFLW\ௐ FRXQFLOௐDSSURYDOௐHQWLW\ௐSURFXUHPHQWௐGHSDUWPHQWௐUHYLHZௐDQGௐDSSURYDOௐDQGௐ5RPWHFௐ MXVWLILFDWLRQௐRIௐWKHௐ6RXUFZHOOௐFRQWUDFWௐSULFLQJௐIRUௐWKHௐHQWLW\ௐLVௐQHHGHGௐIRUௐWKHௐSXUFKDVHௐ WRௐEHௐDSSURYHG
F
ௐ8SRQௐUHFHLSWௐRIௐDௐSXUFKDVHௐRUGHUௐ5RPWHFௐZLOOௐSURGXFHௐWKHௐ6FRSHௐRIௐ6XSSO\ௐDQGௐ 'HVLJQௐ6XEPLWWDOௐ
66'6
ௐZKLFKௐZLOOௐLQFOXGHௐWKHௐFRPSOHWHௐSODQVௐIRUௐWKHௐVWUXFWXUHௐDQGௐ SURGXFWௐGDWDௐVKHHWVௐZLWKLQௐௐEXVLQHVVௐGD\VௐW\SLFDOO\ௐ G
ௐ7KHௐFXVWRPHUௐLVௐWKHQௐWRௐGLVWULEXWHௐWKHௐ66'6ௐWRௐDOOௐSURMHFWௐVWDNHKROGHUVௐJDWKHUௐ FRPPHQWVௐIURPௐVWDNHKROGHUVௐDQGௐVHQGௐWKHௐFRPPHQWVௐWRௐ5RPWHFௐ H
ௐ5RPWHFௐWKHQௐUHVSRQGVௐLQௐZULWLQJௐWRௐDOOௐWKHௐFRPPHQWVௐDQGௐSURYLGHVௐDQ\ௐSULFHௐ FKDQJHVௐIRUௐUHYLHZௐDQGௐDSSURYDOௐE\ௐWKHௐFXVWRPHUௐ
I
ௐ5RPWHFௐWKHQௐUHYLVHVௐWKHௐ66'6ௐEDVHGௐRQௐWKHௐ5RPWHFௐFRPPHQWௐUHVSRQVHVௐDQGௐ FXVWRPHUௐDSSURYHGௐSULFHௐFKDQJHVௐDQGௐWKHQௐUHVXEPLWVௐIRUௐUHYLHZௐ7KLVௐSURFHVVௐ FRQWLQXHVௐXQWLOௐWKHUHௐDUHௐQRௐIXUWKHUௐFRPPHQWVௐ
J
ௐ&XVWRPHUௐDSSURYHVௐWKHௐGHVLJQௐXVLQJௐWKHௐ$SSURYDOௐIRUPௐLQFOXGHGௐLQௐWKHௐ66'6ௐDQGௐ UHOHDVHVௐ5RPWHFௐWRௐSURGXFHௐWKHௐVHDOHGௐEXLOGLQJௐSODQVௐ7RௐDSSURYHௐWKHௐGHVLJQௐWKHௐ FXVWRPHUௐPXVWௐFKHFNௐLQLWLDOௐDQGௐVLJQௐZKHUHௐUHTXHVWHGௐDQGௐWKHQௐHPDLOௐRUௐPDLOௐWKHௐ IRUPௐWRௐ5RPWHFௐ
K
ௐ5RPWHFௐWKHQௐSURGXFHVௐWKHௐVHDOHGௐEXLOGLQJௐSODQVௐIRUௐUHYLHZௐDQGௐDSSURYDOௐE\ௐWKHௐ DSSURSULDWHௐEXLOGLQJௐGHSDUWPHQWௐ
L
ௐ$IWHUௐDQ\ௐFRPPHQWVௐDQGௐUHYLVLRQVௐRIௐWKHௐVHDOHGௐEXLOGLQJௐSODQVௐ5RPWHFௐUHFHLYHVௐ IRUPDOௐ1RWLFHௐWRௐ3URFHHGௐRQௐ3URGXFWLRQௐIURPௐWKHௐFXVWRPHUௐ RQௐDௐVHSDUDWHௐIRUP
ௐ
M
ௐ5RPWHFௐEHJLQVௐSURGXFWLRQௐDQGௐVHQGVௐSURMHFWHGௐGHOLYHU\ௐGDWHௐWRௐWKHௐFXVWRPHUௐ
W\SLFDOௐOHDGௐWLPHௐLVௐௐZHHNV
ௐ
N
ௐ5RPWHFௐGHOLYHUVௐWKHௐEXLOGLQJௐSDFNDJHௐWRௐWKHௐSURMHFWௐVLWHௐIRUௐLQVWDOODWLRQௐE\ௐWKHௐ
FXVWRPHU
VௐLQVWDOOHUௐRUௐE\ௐ5RPWHF
VௐLQVWDOODWLRQௐFUHZௐ
GHWDLOVௐRQௐ5RPWHFௐLQVWDOODWLRQௐDUHௐ
OLVWHGௐEHORZௐLQௐ/LQHௐ
'HVFULEHௐLQௐGHWDLOௐWKHௐSURFHVVௐDQGௐ
SURFHGXUHௐRIௐ\RXUௐFXVWRPHUௐVHUYLFHௐ
SURJUDPௐLIௐDSSOLFDEOHௐௐ,QFOXGHௐ\RXUௐ
UHVSRQVHWLPHௐFDSDELOLWLHVௐDQGௐ
FRPPLWPHQWVௐDVௐZHOOௐDVௐDQ\ௐLQFHQWLYHVௐWKDWௐ
KHOSௐ\RXUௐSURYLGHUVௐPHHWௐ\RXUௐVWDWHGௐ
VHUYLFHௐJRDOVௐRUௐSURPLVHV
$OOௐVDOHVௐLQTXLUHVௐZKHWKHUௐUHFHLYHGௐWKURXJKௐHPDLOௐZHEVLWHௐIRUPVௐRUௐGLUHFWௐSKRQHௐFDOOVௐ DUHௐUHVSRQGHGௐWRௐZLWKLQௐௐKRXUVௐRUௐOHVVௐ$OOௐ6DOHVௐSHUVRQQHOௐDUHௐLQIRUPHGௐDQGௐDZDUHௐ RIௐDQ\ௐQHZௐRUௐH[LVWLQJௐLQTXLU\ௐDQGௐFDQௐSURYLGHௐUHVSRQVHVௐLIௐDௐFXVWRPHU VௐVSHFLILFௐ
6DOHVௐUHSUHVHQWDWLYHௐLVௐIRUௐVRPHௐXQDEOHௐWRௐUHVSRQGௐLQௐDௐWLPHO\ௐPDQQHUௐ7KLVௐHQVXUHVௐ 6DOHVௐUHODWHGௐLQTXLULHVௐDQGௐFXVWRPHUVௐDUHௐQRWௐZDLWLQJௐDQௐXQDFFHSWDEOHௐDPRXQWௐRIௐWLPHௐ IRUௐUHVSRQVHVௐRUௐLPSRUWDQWௐLQIRUPDWLRQௐIURPௐ5RPWHFௐ
([LVWLQJௐSURMHFWௐUHODWHGௐTXHVWLRQVௐDQGௐUHTXLUHGௐLQIRUPDWLRQௐLVௐSURYLGHGௐE\ௐ5RPWHF Vௐ
3URMHFWௐ0DQDJHPHQWௐVWDIIௐWKHௐVDPHௐEXVLQHVVௐGD\ௐ$JDLQௐWKHVHௐLQTXLUHVௐDUHௐ REVHUYDEOHௐWRௐDOOௐRIௐ5RPWHF
Vௐ3URMHFWௐ0DQDJHPHQWௐVWDIIௐLQௐFDVHௐRIௐDEVHQFHௐௐ
5RPWHF
Vௐ(QJLQHHULQJௐ'HSDUWPHQWௐSURYLGHVௐLQLWLDOௐSODQVௐIRUௐUHYLHZௐDQGௐFRPPHQWVௐ ZLWKLQௐௐZHHNVௐRIௐUHFHLYLQJௐDௐSXUFKDVHௐRUGHUௐDQGௐUHYLVLRQVௐWRௐWKRVHௐSODQௐVHWVௐZLWKLQௐ ௐZHHNVௐRIௐUHFHLYLQJௐFRPPHQWVௐDQGRUௐUHGOLQHVௐ
5RPWHFௐ&RQVWUXFWLRQௐ0DQDJHPHQWௐLVௐDYDLODEOHௐWRௐDQVZHUௐDQ\ௐLQVWDOODWLRQௐUHODWHGௐ TXHVWLRQVௐWKHௐVDPHௐEXVLQHVVௐGD\ௐDQGௐLVௐDOVRௐDYDLODEOHௐDIWHUௐQRUPDOௐEXVLQHVVௐKRXUVௐ E\ௐFHOOௐSKRQHௐ7KLVௐHQVXUHVௐ5RPWHF
VௐDELOLW\ௐWRௐNHHSௐWKHௐLQVWDOODWLRQௐRIௐ5RPWHFௐ
VWUXFWXUHVௐPRYLQJௐIRUZDUGௐLQௐDௐWLPHO\ௐPDQQHUௐZKLOHௐPDLQWDLQLQJௐTXDOLW\ௐ 5RPWHFௐSDUWQHUVௐZLWKௐKXQGUHGVௐRIௐYHQGRUVௐDFURVVௐWKHௐ8QLWHGௐ6WDWHVௐ5RPWHF VௐYHQGRUVௐ
DUHௐIXOO\ௐFDSDEOHௐRIௐPHHWLQJௐWLPHOLQHVௐDQGௐHQVXULQJௐWKHௐVXFFHVVௐRIௐSURMHFWVௐLQௐ SDUWQHUVKLSௐZLWKௐ5RPWHFௐ%\ௐXWLOL]LQJௐPXOWLSOHௐYHQGRUVௐIRUௐFRPPRQௐDQGௐIUHTXHQWO\ௐXVHGௐ LWHPVௐ5RPWHFௐFDQௐPHHWௐRXUௐVWDWHGௐVHUYLFHௐJRDOVௐIRUௐSULFLQJௐDQGௐOHDGௐWLPHVௐDQGௐ XOWLPDWHO\ௐSDVVௐWKLVௐYDOXHௐDORQJௐWRௐWKHௐ6RXUFHZHOOௐ(QWLW\
Bid Number: RFP 052725 Vendor Name: Romtec, Inc.
'HVFULEHௐ\RXUௐDELOLW\ௐDQGௐZLOOLQJQHVVௐWRௐ
SURYLGHௐ\RXUௐSURGXFWVௐDQGௐVHUYLFHVௐWRௐ
6RXUFHZHOOௐSDUWLFLSDWLQJௐHQWLWLHV
5RPWHF
VௐEXVLQHVVௐPRGHOௐUHOLHVௐKHDYLO\ௐRQௐUHSHDWௐEXVLQHVVௐDQGௐWKHௐUHODWLRQVKLSVௐZHௐ EXLOGௐZLWKௐRXUௐFXVWRPHUVௐDQGௐSURMHFWௐGULYHUVௐ2YHUௐWKHௐODVWௐIRXUௐ\HDUVௐEHLQJௐDௐ 6RXUFHZHOOௐDZDUGHGௐYHQGRUௐKDVௐJUDQWHGௐ5RPWHFௐWKHௐRSSRUWXQLW\ௐWRௐZRUNௐZLWKௐDௐODUJHௐ QXPEHUௐRIௐ6RXUFHZHOOௐ3DUWLFLSDWLQJௐ(QWLWLHVௐWKDWௐPD\ௐQRWௐKDYHௐRWKHUZLVHௐEHHQௐDZDUHௐ RIௐRUௐEHHQௐDEOHௐWRௐZRUNௐZLWKௐ5RPWHFௐLQௐDௐGLUHFWௐSXUFKDVHௐIUDPHZRUNௐ$VௐVXFKௐEHLQJௐ Dௐ6RXUFHZHOOௐYHQGRUௐKDVௐJUDQWHGௐWKHௐRSSRUWXQLW\ௐIRUௐ5RPWHFௐWRௐGHYHORSௐVWURQJௐ UHODWLRQVKLSVௐZLWKௐDௐQHZௐFXVWRPHUௐEDVHௐWKDWௐZHௐH[SHFWௐWRௐODVWௐPDQ\ௐ\HDUVௐWRௐFRPHௐ 6RXUFHZHOOௐKDVௐDOVRௐSURYLGHGௐRSSRUWXQLWLHVௐIRUௐ5RPWHFௐWRௐRIIHUௐRXUௐSUHYLRXVO\ௐH[LVWLQJௐ FXVWRPHUௐEDVHௐDௐQHZௐDSSURDFKௐWRௐSXUFKDVLQJௐ5RPWHF
VௐSURGXFWVௐDQGௐVHUYLFHVௐWKDWௐ
JUHDWO\ௐVWUHDPOLQHVௐQRWௐRQO\ௐWKHௐSXUFKDVLQJௐEXWௐDOVRௐSURMHFWௐWLPHOLQHVௐZKLOHௐDOVRௐ UHGXFLQJௐSURMHFWௐEXGJHWVௐௐௐ
5RPWHFௐFXUUHQWO\ௐGRHVௐDQGௐLQௐWKHௐHYHQWௐRIௐDQௐDZDUGௐZLOOௐFRQWLQXHௐWRௐWUHDWௐHYHU\ௐOHDGௐ DQGௐLQGLYLGXDOௐ6RXUFHZHOOௐ(QWLW\ௐZLWKௐWKHௐXWPRVWௐLPSRUWDQFHௐDQGௐUHVSHFWௐ5RPWHF Vௐ
XOWLPDWHௐJRDOௐLVௐFXVWRPHUௐVDWLVIDFWLRQௐWKURXJKௐRIIHULQJௐKLJKௐTXDOLW\ௐDQGௐJUHDWௐYDOXHௐ SURGXFWVௐDQGௐVHUYLFHVௐZKLOHௐUHGXFLQJௐWKHௐFRPSOH[LW\ௐQHFHVVDU\ௐWRௐGHOLYHUௐDQGௐSURGXFHௐ WKRVHௐSURGXFWVௐDQGௐVHUYLFHVௐIRUௐWKHௐFXVWRPHUௐ7KLVௐLVௐRQHௐRIௐWKHௐJUHDWHVWௐEHQHILWVௐRIௐ EHLQJௐDௐ6RXUFHZHOOௐ$ZDUGHGௐ9HQGRUௐDQGௐ5RPWHF
VௐZLOOLQJQHVVௐWRௐSURYLGHௐRXUௐSURGXFWVௐ
DQGௐVHUYLFHVௐWRௐ6RXUFHZHOOௐ3DUWLFLSDWLQJௐ(QWLWLHVௐLVௐUHIOHFWHGௐLQௐWKHௐUHVXOWVௐRIௐWKHௐPDQ\ௐ VXFFHVVIXOௐSURMHFWVௐFRPSOHWHGௐQDWLRQDOO\ௐIRUௐ6RXUFHZHOOௐ(QWLWLHVௐ 5RPWHFௐLVௐOLFHQVHGௐWRௐSURYLGHௐHQJLQHHULQJௐDQGௐDUFKLWHFWௐVHUYLFHVௐLQௐDOOௐௐ6WDWHVௐ:Hௐ DUHௐOLFHQVHGௐFRQWUDFWRUVௐLQௐPXOWLSOHௐVWDWHVௐZLWKௐWKHௐDELOLW\ௐWRௐREWDLQௐOLFHQVXUHௐLQௐDQ\ௐ MXULVGLFWLRQௐ5RPWHFௐLVௐIXOO\ௐFDSDEOHௐDQGௐDXWKRUL]HGௐWRௐVHOOௐRXUௐSURGXFWVௐDQGௐVHUYLFHVௐWRௐ DQ\ௐ6RXUFHZHOOௐ3DUWLFLSDWLQJௐ(QWLW\ௐZLWKLQௐWKHௐ8QLWHGௐ6WDWHV
'HVFULEHௐ\RXUௐDELOLW\ௐDQGௐZLOOLQJQHVVௐWRௐ
SURYLGHௐ\RXUௐSURGXFWVௐDQGௐVHUYLFHVௐWRௐ
6RXUFHZHOOௐSDUWLFLSDWLQJௐHQWLWLHVௐLQௐ&DQDGD
$OWKRXJKௐ5RPWHFௐKDVௐQRWௐ\HWௐHQWHUHGௐWKHௐ&DQDGLDQௐPDUNHWௐ5RPWHFௐLVௐIXOO\ௐFDEDEOHௐ DQGௐZLOOLQJௐWRௐGRௐVRௐ$VௐZLWKௐ5RPWHF
Vௐ6RXUFHZHOOௐSDUWLFLSDWLQJௐHQWLW\ௐFXVWRPHUௐEDVHௐ
LQௐWKHௐ8QLWHGௐ6WDWHVௐDQ\ௐOHDGௐUHFHLYHGௐIURPௐ&DQDGLDQௐSDUWLFLSDWLQJௐHQWLWLHVௐZLOOௐDOVRௐ EHௐWUHDWHGௐZLWKௐWKHௐXWPRVWௐLPSRUWDQFH
,GHQWLI\ௐDQ\ௐJHRJUDSKLFௐDUHDVௐRIௐWKHௐ8QLWHGௐ
6WDWHVௐRUௐ&DQDGDௐWKDWௐ\RXௐZLOOௐ127ௐEHௐIXOO\ௐ
VHUYLQJௐWKURXJKௐWKHௐSURSRVHGௐDJUHHPHQW
5RPWHFௐFDQௐVHUYLFHௐDOOௐJHRJUDSKLFௐDUHDVௐRIௐWKHௐ8QLWHGௐ6WDWHVௐDQGௐ&DQDGDௐ1RWH ௐ
5RPWHF
VௐSODQVௐZLOOௐEHௐQRWDWHGௐLQௐLPSHULDOௐXQLWVௐ
LQFKHVௐIWௐHWF
,GHQWLI\ௐDQ\ௐDFFRXQWௐW\SHௐRIௐ3DUWLFLSDWLQJௐ
(QWLW\ௐZKLFKௐZLOOௐQRWௐKDYHௐIXOOௐDFFHVVௐWRௐ
\RXUௐ6ROXWLRQVௐLIௐDZDUGHGௐDQௐDJUHHPHQWௐ
DQGௐWKHௐUHDVRQLQJௐIRUௐWKLV
$OOௐ6RXUFHZHOOௐ3DUWLFLSDWLQJௐ(QWLWLHVௐZLOOௐKDYHௐIXOOௐDFFHVVௐWRௐWKHௐSURGXFWVௐDQGௐVHUYLFHVௐ 5RPWHFௐLVௐSURSRVLQJௐIRUௐWKLVௐDJUHHPHQWௐLQFOXGLQJௐEXWௐQRWௐOLPLWHGௐWRௐSUHOLPLQDU\ௐGHVLJQௐ VHUYLFHVௐTXRWHௐDQGௐVSHFLILFDWLRQௐSDFNDJHVௐEXLOGLQJௐNLWௐSURGXFWVௐDFFHVVRULHVௐEXLOGLQJௐ RSWLRQVௐGHOLYHU\ௐDQGௐLQVWDOODWLRQௐVHUYLFHV
'HILQHௐDQ\ௐVSHFLILFௐUHTXLUHPHQWVௐRUௐ
UHVWULFWLRQVௐWKDWௐZRXOGௐDSSO\ௐWRௐRXUௐ
SDUWLFLSDWLQJௐHQWLWLHVௐLQௐ+DZDLLௐDQGௐ$ODVNDௐ
DQGௐLQௐ86ௐ7HUULWRULHV
)2%ௐ3RUWௐRIௐ'HEDUNDWLRQௐIRUௐFDUJRௐVKLSVௐ)RUௐPRVWௐSURMHFWVௐRXWVLGHௐRI WKHௐ&RQWLQHQWDOௐ86ௐ5RPWHF
VௐVFRSHௐRIௐVKLSPHQWௐHQGVௐDWௐWKHௐ3RUW
:LOOௐ3URSRVHUௐH[WHQGௐWHUPVௐRIௐDQ\ௐDZDUGHGௐ
PDVWHUௐDJUHHPHQWௐWRௐQRQSURILWௐHQWLWLHV"
<HVௐ5RPWHFௐZLOOௐH[WHQGௐWHUPVௐRIௐDௐSRWHQWLDOௐPDVWHUௐDJUHHPHQWௐWRௐQRQSURILWௐHQWLWLHV
Bid Number: RFP 052725 Vendor Name: Romtec, Inc.
'HVFULEHௐWKHௐLQVWDOODWLRQௐSURFHVVௐIRUௐ\RXUௐ
SURGXFWVௐDQGௐLGHQWLI\ௐKRZௐLQVWDOODWLRQௐLVௐ
PDQDJHGௐLQௐWKHௐRUGHUௐSURFHVVௐLIௐDSSOLFDEOH
,QVWDOODWLRQௐRIௐ5RPWHFௐVWUXFWXUHVௐJHQHUDOO\ௐFRQVLVWVௐRIௐWKHௐIROORZLQJ ௐ
ௐ)RXQGDWLRQௐDQGௐ8QGHUVODEௐ
ௐ(TXLSPHQWௐIRUௐH[FDYDWLRQௐRIௐIRXQGDWLRQௐDQGௐVODE
ௐ,QVWDOODWLRQௐRIௐIRUPLQJௐPDWHULDOௐIRUௐIRXQGDWLRQௐDQGௐVODE ௐ,QVWDOODWLRQௐRIௐ5RPWHFௐXQGHUJURXQGௐXWLOLWLHVௐLQFOXGLQJௐFRQQHFWLRQௐWRௐWKHௐVLWHௐ ௐௐSOXPELQJௐDQGௐHOHFWULFDOௐXWLOLWLHVௐZLWKLQௐ¶ௐRIௐWKHௐEXLOGLQJௐ SOXPELQJௐDQGௐ
ௐௐHOHFWULFDO
ௐ%DFNILOOௐRIௐ5RPWHFௐXQGHUJURXQGௐXWLOLWLHV
ௐ3ODFHPHQWௐRIௐUHEDU
ௐ3RXULQJௐRIௐIRXQGDWLRQௐVODEௐௐ
ௐ0DVRQU\ௐ:DOOVௐ
ௐ,QVWDOODWLRQௐRIௐ&08ௐEORFN
ௐ3ODFHPHQWௐRIௐGRRUௐIUDPHVௐZLQGRZVௐDQGௐYHQWVௐZLWKLQௐ&08ௐZDOOVௐ LIௐDSSOLFDEOH
ௐ3ODFHPHQWௐRIௐ-EROWVௐRUௐ*OXODPௐ%UDFNHWVௐDVௐDSSOLFDEOHௐ ௐ5RRIௐ6WUXFWXUHௐ
ௐ&DUSHQWHUV¶ௐLQVWDOODWLRQௐRIௐURRIௐIUDPLQJ
ௐ,QVWDOODWLRQௐRIௐURRILQJௐXQGHUOD\PHQW
ௐ,QVWDOODWLRQௐRIௐURRILQJௐV\VWHPௐ
ௐ,QWHULRUௐ)LQLVKௐ
ௐ3DLQWLQJௐRIௐLQWHULRUௐZDOOV
ௐ3ODFHPHQWௐRIௐFRYHௐEDVHௐWLOH
ௐ6HDOLQJௐRIௐDOOௐH[SRVHGௐZRRGௐ
ௐ5RXJK,Qௐ3OXPELQJ(OHFWULFDOௐ
ௐ,QVWDOODWLRQௐRIௐGUDLQௐDQGௐYHQWௐOLQHV
ௐ,QVWDOODWLRQௐRIௐZDWHUௐOLQHV
ௐ,QVWDOODWLRQௐRIௐPDLQௐEUHDNHUௐSDQHO
V
ௐ
ௐ,QVWDOODWLRQௐRIௐ)LQLVKௐ3OXPELQJௐDQGௐ(OHFWULFDOௐ
ௐ,QVWDOODWLRQௐRIௐSOXPELQJௐIL[WXUHV
ௐ,QVWDOODWLRQௐRIௐHOHFWULFDOௐIL[WXUHVௐௐ
ௐ,QVWDOODWLRQௐRIௐDOOௐRWKHUௐDSSOLFDEOHௐEXLOGLQJௐNLWௐFRPSRQHQWVௐDQGௐIL[WXUHVௐ LIௐ
ௐௐௐௐDSSOLFDEOH
ௐSDUWLWLRQVௐGLVSHQVHUVௐ$'$ௐHTXLSPHQWௐPLUURUVௐGLDSHUௐGHFNVௐHWF ௐ
ௐ&RPSOHWLRQௐRIௐDOOௐDSSOLFDEOHௐEXLOGLQJௐLQVSHFWLRQVௐUHODWHGௐWRௐ5RPWHF¶VௐLQVWDOODWLRQௐ ௐ'HPRQVWUDWLRQௐRIௐIXOOௐIXQFWLRQௐDQGௐRSHUDWLRQௐSHUௐDSSURYHGௐGHVLJQVௐDQGௐGDWDௐ ௐௐௐௐௐVKHHWV
,IௐWKHௐ6RXUFHZHOOௐ(QWLW\ௐUHTXHVWVௐLQVWDOODWLRQௐDVௐSDUWௐRIௐ5RPWHF VௐVFRSHௐRIௐVHUYLFHVௐIRUௐ
DௐSDUWLFXODUௐSURMHFWௐ5RPWHF
Vௐ6DOHVௐWHDPௐZLOOௐGLVFXVVௐDQGௐGHILQHௐUHDOLVWLFௐWLPHOLQHVௐIRUௐ WKHௐSURMHFWௐZLWKௐWKHௐFXVWRPHUௐ$VௐSDUWௐRIௐWKHௐTXRWHௐSDFNDJHௐUHFHLYHGௐE\ௐWKHௐFXVWRPHUௐ GXULQJௐWKHௐVDOHVௐSKDVHௐ5RPWHFௐZLOOௐSURYLGHௐDௐTXRWHௐIRUௐWKHௐLQVWDOODWLRQௐRIௐWKHௐ UHVSHFWLYHௐVWUXFWXUHௐDVௐZHOOௐLQௐDFFRUGDQFHௐZLWKௐ5RPWHF Vௐ6RXUFHZHOOௐ,QVWDOODWLRQௐSULFLQJௐ
7KHௐTXRWHௐSDFNDJHௐZLOOௐDOVRௐLQFOXGHௐDௐ6FRSHௐRIௐ6XSSO\ௐ'HVLJQௐDQGௐ,QVWDOODWLRQௐ/HWWHUௐ ZKLFKௐZLOOௐFOHDUO\ௐGHILQHௐWKHௐDVSHFWVௐRIௐ5RPWHF
VௐLQVWDOODWLRQௐVHUYLFHVௐ
GHILQHGௐJHQHUDOO\ௐ
DERYH
ௐEHLQJௐTXRWHGௐ
8SRQௐUHFHLYLQJௐDௐVLJQHGௐ1RWLFHௐWRௐ3URFHHGௐZLWKௐ3URGXFWLRQௐGRFXPHQWௐIURPௐWKHௐ FXVWRPHUௐ5RPWHFௐZLOOௐSURGXFHௐWKHௐEXLOGLQJௐSDFNDJHௐDQGௐPRELOL]DWLRQௐRIௐ5RPWHF Vௐ
LQVWDOODWLRQௐFUHZௐZLOOௐFRLQFLGHௐZLWKௐWKHௐGHOLYHU\ௐRIௐWKHௐEXLOGLQJௐSDFNDJHௐWRௐWKHௐ
FXVWRPHU
VௐVLWHௐ5RPWHF
VௐLQVWDOODWLRQௐFUHZௐZLOOௐWKHQௐLQVWDOOௐWKHௐEXLOGLQJௐSDFNDJHௐSHUௐWKHௐ SHUPLWWHGௐSODQVௐIRUௐWKHௐVWUXFWXUHௐDQGௐDVௐGHILQHGௐLQௐ5RPWHF Vௐ6FRSHௐRIௐ6XSSO\ௐDQGௐ
,QVWDOODWLRQௐ'RFXPHQWVௐ5RPWHFௐZLOOௐWKHQௐUHTXHVWௐDௐZDONWKURXJKௐDQGௐVLJQௐRIIௐXSRQௐ FRPSOHWLRQௐRIௐWKHௐ5RPWHFௐLQVWDOODWLRQௐVFRSHௐE\ௐWKHௐRZQHU V
ௐRZQHU
VௐUHSUHVHQWDWLYHௐ
DQGRUௐMXULVGLFWLRQௐKDYLQJௐDXWKRULW\
7DEOH
0DUNHWLQJ3ODQ
3RLQWV
/LQH
,WHP 4XHVWLRQ 5HVSRQVH
Bid Number: RFP 052725 Vendor Name: Romtec, Inc.
'HVFULEHௐ\RXUௐPDUNHWLQJௐVWUDWHJ\ௐIRUௐ
SURPRWLQJௐWKLVௐRSSRUWXQLW\ௐௐ8SORDGௐ
UHSUHVHQWDWLYHௐVDPSOHVௐRIௐ\RXUௐ
PDUNHWLQJௐPDWHULDOVௐ
LIௐDSSOLFDEOH
ௐLQௐ
WKHௐGRFXPHQWௐXSORDGௐVHFWLRQௐRIௐ\RXUௐ
UHVSRQVH
5RPWHFௐKDVௐHVWDEOLVKHGௐDௐPXOWLFKDQQHOௐPDUNHWLQJௐVWUDWHJ\ௐWRௐSURPRWHௐRXUௐFXUUHQWௐ 6RXUFHZHOOௐDZDUGௐDQGௐZLOOௐXWLOL]HௐDQGௐH[SDQGௐWKLVௐVWUDWHJ\ௐZLWKௐDௐSRWHQWLDOௐDZDUGௐIURPௐ 6RXUFHZHOOௐ
ௐ7UDGHVKRZVௐ
ௐ0DUNHWLQJௐ0DWHULDOV
ௐ$WௐHYHU\ௐWUDGHVKRZௐZHௐGLVWULEXWHௐSURIHVVLRQDOௐEUDQGHGௐIO\HUVௐWKDWௐ KLJKOLJKWௐRXUௐ6RXUFHZHOOௐFRQWUDFWௐDVௐDௐVWUHDPOLQHGௐSXUFKDVLQJௐVROXWLRQௐ7KHVHௐPDWHULDOVௐ HPSKDVL]HௐWKHௐEHQHILWVௐRIௐFRRSHUDWLYHௐSXUFKDVLQJௐVDYLQJௐWLPHௐDQGௐFRVWௐIRUௐSXEOLFௐDJHQFLHVௐ ௐ3UH3RVW&RQIHUHQFHௐ(PDLOௐ&DPSDLJQV
ௐ3ULRUௐWRௐHDFKௐHYHQWௐ5RPWHFௐVHQGVௐWDUJHWHGௐ
HPDLOVௐWRௐDWWHQGHHVௐIHDWXULQJௐDௐUHFHQWௐSURMHFWௐVXFFHVVௐVWRU\ௐDQGௐZKHQௐDSSOLFDEOHௐOLQNLQJௐ VKRZFDVLQJௐRXUௐFXVWRPHUVௐMRXUQH\ௐZKHQௐXVLQJௐWKHLUௐ6RXUFHZHOOௐPHPEHUVKLSௐ$IWHUௐWKHௐHYHQWௐ ZHௐDOVRௐVHQGௐHPDLOVௐZLWKௐLQIRUPDWLRQௐDERXWௐKRZௐWRௐZRUNௐZLWKௐ5RPWHFௐDQGௐUHLQIRUFHௐWKHௐ YDOXHௐRIௐWKHௐFRRSHUDWLYHௐSXUFKDVLQJௐDJUHHPHQWVௐOLNHௐRXUௐ6RXUFHZHOOௐSDUWQHUVKLSௐDQGௐLQYLWHௐ FRQWLQXHGௐHQJDJHPHQWௐ
ௐ%RRWKௐ%UDQGLQJ
ௐ:HௐSURXGO\ௐIO\ௐ6RXUFHZHOOௐIODJVௐDWௐRXUௐERRWKௐRIWHQௐPRUHௐWKDQௐRQHௐWRௐ FOHDUO\ௐFRPPXQLFDWHௐRXUௐFRRSHUDWLYHௐFRQWUDFWௐDYDLODELOLW\ௐ7KHVHௐIODJVௐDUHௐDௐNH\ௐYLVXDOௐ HOHPHQWௐKHOSLQJௐGUDZௐDWWHQWLRQௐWRௐWKLVௐHDV\WRXVHௐSURFXUHPHQWௐSDWKௐௐ ௐ'LUHFWௐ(PDLOௐ0DUNHWLQJௐ&DPSDLJQVௐ
ௐ:KHQௐHQJDJLQJௐZLWKௐSXEOLFௐDJHQFLHVௐGHVLJQௐILUPVௐDQGௐSURMHFWௐGHFLVLRQPDNHUVௐ5RPWHFௐ IUHTXHQWO\ௐUHIHUHQFHVௐRXUௐVHUYLFHVௐDQGௐRIIHULQJVௐDQGௐH[SODLQௐKRZௐHDV\ௐLWௐLVௐWRௐZRUNௐZLWKௐ 5RPWHFௐZKHQௐXWLOL]LQJௐWKHௐ6RXUFHZHOOௐ&RRSHUDWLYHௐDJUHHPHQWௐ7KHௐ5RPWHFௐ0DUNHWLQJௐ 'HSDUWPHQWௐW\SLFDOO\ௐILQGVௐDௐUHDOௐSURMHFWௐWKDWௐKDVௐXWLOL]HGௐWKLVௐFRRSHUDWLYHௐDQGௐVKDUHVௐLWௐZLWKௐ DௐWDUJHWHGௐJURXSௐUHIHUHQFLQJௐ6RXUFHZHOOௐ&RRSHUDWLYHௐ3XUFKDVLQJௐKLJKOLJKWLQJௐWKHௐEHQHILWVௐ DQGௐSURYLGHௐDௐOLQNௐWRௐRXUௐ6RXUFHZHOOௐSDJHௐRQௐWKHௐ5RPWHFௐZHEVLWHௐௐ ௐ:HEVLWHௐ3URPRWLRQௐ
ௐ5RPWHFௐPDLQWDLQVௐDௐGHGLFDWHGௐ6RXUFHZHOOௐODQGLQJௐSDJHௐRQௐRXUௐZHEVLWHௐWKDWௐZHௐDFWLYHO\ௐ XVHௐLQௐGLUHFWௐHPDLOௐPDUNHWLQJௐFDPSDLJQVௐDQGௐSHUVRQDOௐHQJDJHPHQWௐ7KLVௐSDJHௐKDVௐRXUௐ 6RXUFHZHOOௐFRQWUDFWௐQXPEHUௐDQGௐOLQNௐWRௐWKHௐ6RXUFHZHOOௐZHEVLWHௐWKDWௐH[SODLQVௐKRZௐWRௐZRUNௐ ZLWKௐ5RPWHFௐYLDௐWKHௐFRQWUDFWௐ)XUWKHUPRUHௐWKHௐGLUHFWௐOLQNௐWRௐWKHௐ6RXUFHZHOOௐPHPEHUௐSRUWDOௐ IRUௐDJHQFLHVௐWRௐORRNௐXSௐWKHLUௐDFFRXQWௐRUௐUHJLVWHUௐ7KLVௐODQGLQJௐSDJHௐLVௐIUHTXHQWO\ௐUHIHUHQFHGௐ LQௐ5RPWHFௐHPDLOௐFDPSDLJQVௐDQGௐRUௐFRQYHUVDWLRQVௐZLWKௐSRWHQWLDOௐFXVWRPHUVௐ ௐ9LUWXDOௐ ௐ,Q3HUVRQௐ/XQFKௐDQGௐ/HDUQVௐ
ௐ5RPWHFௐKRVWVௐPXOWLSOHௐ9LUWXDOௐ/XQFKௐDQGௐ/HDUQௐSUHVHQWDWLRQVௐHDFKௐZHHNௐZLWKௐSXEOLFௐ DJHQFLHVௐGHVLJQௐILUPVௐDQGௐSURMHFWௐGHFLVLRQPDNHUVௐ'XULQJௐWKHVHௐSUHVHQWDWLRQVௐZHௐIHDWXUHௐ WKHௐ6RXUFHZHOOௐFRQWUDFWௐDVௐDௐVROXWLRQௐIRUௐVWUHDPOLQHGௐSURFXUHPHQWௐZKLOHௐPDLQWDLQLQJௐ FRPSOLDQFHௐ
ௐ5RPWHFௐDOVRௐXWLOL]HVௐWKHௐ6RXUFHZHOOௐSURPRWLRQDOௐYLGHRௐDVௐSDUWௐRIௐWKHVHௐSUHVHQWDWLRQVௐWRௐ YLVXDOO\ௐUHLQIRUFHௐWKHௐEHQHILWVௐDQGௐVKRZFDVLQJௐKRZௐHDV\ௐLWௐLVௐWRௐXVH 5RPWHFௐKDVௐXSORDGHGௐWKHௐIROORZLQJௐUHSUHVHQWDWLYHௐVDPSOHVௐZLWKௐRXUௐUHVSRQVHௐERRNPDUNHGௐ LQௐWKHௐSGI
ௐ0DUNWHWLQJௐ3ODQௐ2YHUYLHZௐ
ௐ([DPSOHௐ)O\HUௐIRUௐ7UDGHVKRZVௐ
ௐ([DPSOHௐ6RFLDOௐ0HGLDௐ3RVWVௐIRUௐ5HDOௐ3URMHFWVௐ
ௐ9HUWLFDOௐ)O\HUௐXVHGௐLQௐHPDLOௐDWWDFKPHQWVௐDQGௐPDLOHUV
'HVFULEHௐ\RXUௐXVHௐRIௐWHFKQRORJ\ௐDQGௐ
GLJLWDOௐGDWDௐ
HJௐVRFLDOௐPHGLDௐ
PHWDGDWDௐXVDJH
ௐWRௐHQKDQFHௐ
PDUNHWLQJௐHIIHFWLYHQHVV
5RPWHFௐPDLQWDLQVௐDௐVRFLDOௐPHGLDௐPDUNHWLQJௐFDPSDLJQVௐRQௐ)DFHERRNௐ,QVWDJUDPௐDQGௐ /LQNHG,Qௐௐ:HௐWDJௐ6RXUFHZHOOௐLQௐSRVWVௐDERXWௐILQLVKHGௐSURMHFWVௐWKDWௐZHUHௐSXUFKDVHGௐWKURXJKௐ 6RXUFHZHOOௐDQGRUௐDGGௐ6RXUFHZHOOௐDVௐDௐKDVKWDJௐ:HௐDOVRௐPHQWLRQௐ6RXUFHZHOOௐSXUFKDVLQJௐLQௐ RXUௐSURMHFWௐKLJKOLJKWௐSDJHVௐRQௐRXUௐZHEVLWH
Bid Number: RFP 052725 Vendor Name: Romtec, Inc.
,Qௐ\RXUௐYLHZௐZKDWௐLVௐ6RXUFHZHOO¶VௐUROHௐ
LQௐSURPRWLQJௐDJUHHPHQWVௐDULVLQJௐRXWௐRIௐ
WKLVௐ5)3"ௐ+RZௐZLOOௐ\RXௐLQWHJUDWHௐDௐ
6RXUFHZHOODZDUGHGௐDJUHHPHQWௐLQWRௐ
\RXUௐVDOHVௐSURFHVV"
$VௐDQௐDZDUGHGௐYHQGRUௐXQGHUௐ6RXUFHZHOOௐ$JUHHPHQWௐௐ5RPWHFௐKDVௐIRXQGௐ6RXUFHZHOOௐ DQGௐLWVௐUHSUHVHQWDWLYHVௐWRௐEHௐFRQVLVWHQWO\ௐSURIHVVLRQDOௐUHVSRQVLYHௐDQGௐVXSSRUWLYHௐLQௐ IDFLOLWDWLQJௐRXUௐVDOHVௐDQGௐPDUNHWLQJௐLQLWLDWLYHVௐ2XUௐDVVLJQHGௐ6XSSOLHUௐ'HYHORSPHQWௐ ([HFXWLYHௐ0Uௐ7\OHUௐ3URNHVௐKDVௐSURYLGHGௐRQJRLQJௐHQJDJHPHQWௐWKURXJKௐWKHௐGHOLYHU\ௐRIௐ WUDLQLQJௐVHPLQDUVௐWRௐ5RPWHF¶VௐVDOHVௐWHDPௐ$GGLWLRQDOO\ௐ0Uௐ3URNHVௐKDVௐSDUWLFLSDWHGௐLQௐKLJK OHYHOௐPHHWLQJVௐZLWKௐFXVWRPHUௐSURFXUHPHQWௐUHSUHVHQWDWLYHVௐDORQJVLGHௐ5RPWHFௐSHUVRQQHOௐWRௐ DGGUHVVௐLQTXLULHVௐDQGௐPLWLJDWHௐFRQFHUQVௐUHODWHGௐWRௐWKHௐSURFXUHPHQWௐRIௐ5RPWHFௐSURGXFWVௐ WKURXJKௐWKHௐFXUUHQWௐDJUHHPHQWௐRIWHQௐRQௐVKRUWௐQRWLFH
,QௐWKHௐHYHQWௐRIௐDQௐDZDUGௐXQGHUௐWKLVௐDJUHHPHQWௐ5RPWHFௐH[SHFWVௐVLPLODUௐHQJDJHPHQWௐDQGௐ HQFRXUDJHPHQWௐIURPௐ6RXUFHZHOO
VௐUHSUHVHQWDWLYHVௐWRௐSURPRWHௐWKHௐDJUHHPHQWௐDQGௐKHOSௐ
5RPWHFௐFRQYHUWௐLQTXLUHVௐIURPௐ6RXUFHZHOOௐ(QWLWLHVௐLQWRௐDFWXDOௐVDOHVௐௐ 5RPWHFௐDOVRௐH[SHFWVௐWKDWௐDVௐRXUௐUHODWLRQVKLSௐZLWKௐ6RXUFHZHOOௐDQGௐLW VௐUHSUHVHQWDWLYHVௐ
FRQWLQXHVௐWRௐJURZௐDௐEHWWHUௐXQGHUVWDQGLQJௐRIௐ5RPWHF
VௐDYDLODEOHௐSURGXFWVௐDQGௐVHUYLFHVௐZLOOௐ
DULVHௐZLWKௐRXUௐ6RXUFHZHOOௐUHSUHVHQWDWLYHVௐDQGௐWKURXJKௐWKDWௐXQGHUVWDQGLQJௐWKH\ௐZLOOௐEHௐDEOHௐ WRௐEHWWHUௐGLUHFWௐSRWHQWLDOௐFXVWRPHUVௐWRZDUGௐ5RPWHFௐZKHQௐDSSURSULDWHௐ 5RPWHF¶VௐVDOHVௐSURFHVVௐLVௐFXUUHQWO\ௐFORVHO\ௐDOLJQHGௐZLWKௐRXUௐH[LVWLQJௐ6RXUFHZHOOௐDJUHHPHQWௐ DQGௐWKLVௐLQWHJUDWLRQௐZLOOௐUHPDLQௐDௐFRUHௐFRPSRQHQWௐRIௐRXUௐRSHUDWLRQVௐLQௐWKHௐHYHQWௐRIௐDQௐ DZDUGௐ7KHௐ6DOHVௐ'HSDUWPHQWௐZLOOௐFRQWLQXHௐWRௐSDUWLFLSDWHௐLQௐYLUWXDOௐWUDLQLQJௐFRQGXFWHGௐE\ௐRXUௐ 6XSSOLHUௐ'HYHORSPHQWௐ([HFXWLYHௐ,QௐDGGLWLRQௐVHQLRUௐ6DOHVௐ5HSUHVHQWDWLYHVௐZLOOௐDWWHQGௐWKHௐ +2ௐ6XSSOLHUௐ)RUXPௐDQGௐ6RXUFHZHOOௐ$FDGHP\ௐWUDLQLQJௐVHVVLRQVௐDVௐVFKHGXOLQJௐSHUPLWV 5RPWHFௐZLOOௐPDLQWDLQௐLWVௐSUDFWLFHௐRIௐSURPRWLQJௐ6RXUFHZHOOௐDVௐWKHௐSULPDU\ௐSXUFKDVLQJௐ PHFKDQLVPௐIRUௐERWKௐQHZௐDQGௐH[LVWLQJௐFXVWRPHUVௐ2XUௐ&RQWUDFWVௐ$GPLQLVWUDWRUௐZLOOௐFRQWLQXHௐ WRௐUHYLHZௐDOOௐSURSRVDOVௐDQGௐGRFXPHQWDWLRQௐWRௐHQVXUHௐIXOOௐFRPSOLDQFHௐZLWKௐ6RXUFHZHOOௐ UHTXLUHPHQWVௐ/HYHUDJLQJௐWKHௐNQRZOHGJHௐDQGௐH[SHULHQFHௐJDLQHGௐIURPௐRXUௐFXUUHQWௐDJUHHPHQWௐ WKHௐ&RQWUDFWVௐ$GPLQLVWUDWRUௐZLOOௐDOVRௐVXSSRUWௐERWKௐFXVWRPHUVௐDQGௐLQWHUQDOௐWHDPVௐE\ௐSURYLGLQJௐ JXLGDQFHௐDQGௐDGGUHVVLQJௐDQ\ௐTXHVWLRQVௐUHODWHGௐWRௐWKHௐ6RXUFHZHOOௐSXUFKDVLQJௐSURFHVV
$UHௐ\RXUௐ6ROXWLRQVௐDYDLODEOHௐWKURXJKௐ
DQௐHSURFXUHPHQWௐRUGHULQJௐSURFHVV"ௐ,Iௐ
VRௐGHVFULEHௐ\RXUௐHSURFXUHPHQWௐ
V\VWHPௐDQGௐKRZௐJRYHUQPHQWDOௐDQGௐ
HGXFDWLRQDOௐFXVWRPHUVௐKDYHௐXVHGௐLW
'XHௐWRௐWKHLUௐQDWXUHௐ5RPWHF
VௐEXLOGLQJௐPRGHOௐSURGXFWVௐDUHௐQRWௐDYDLODEOHௐIRUௐHSURFXUHPHQWௐ +RZHYHUௐ5RPWHFௐDFFHVVRU\ௐLWHPVௐDUHௐDYDLODEOHௐIRUௐHSURFXUHPHQWௐWKURXJKௐ5RPWHF Vௐ
ZHELVWH
ௐURPWHFFRPௐ0RVWௐRIWHQௐ5RPWHF
VௐDFFHVVRU\ௐLWHPVௐDUHௐYLHZHGௐRQOLQHௐRUௐWKHௐ
FXVWRPHUௐFDQௐILOOௐRXWௐDQௐRUGHUௐIRUPௐ2QFHௐWKHௐWKHௐFXVWRPHU VௐUHTXHVWௐKDVௐEHHQௐLGHQWLILHGௐDௐ
5RPWHFௐ6DOHVௐSHUVRQௐZLOOௐUHVSRQGௐZLWKௐDௐTXRWHௐLQFOXGLQJௐIUHLJKWௐYLDௐHPDLOௐ2QFHௐDௐTXRWHௐ KDVௐEHHQௐDSSURYHGௐDQௐRUGHUௐZLOOௐEHௐJHQHUDWHGௐDQGௐIUHLJKWௐZLOOௐEHௐFRRUGLQDWHGௐE\ௐ5RPWHFௐ WRௐGHOLYHUௐWRௐWKHௐFXVWRPHU
VௐORFDWLRQௐ
3OHDVHௐQRWH
ௐVRPHௐ5RPWHFௐDFFHVVRU\ௐLWHPVௐFDQௐEHௐVKLSSHGௐYLDௐFRPPRQௐFDUULHUVௐVXFKௐDVௐ 836ௐRUௐ8636ௐ
GHSHQGLQJௐRQௐTXDQWLW\ௐDQGௐORFDWLRQ
ௐDQGௐFDQௐEHௐRUGHUHGௐGLUHFWO\ௐYLDௐH
SURFXUHPHQWௐEXWௐVRPHௐDFFHVVRU\ௐLWHPVௐVXFKௐDVௐRXUௐZDWHUOHVVௐYDXOWVௐUHTXLUHௐVKLSSLQJௐYLDௐ IODWEHGௐWUXFNௐZKLFKௐZLOOௐUHTXLUHௐLQWHUDFWLRQௐIURPௐDௐ5RPWHFௐ6DOHVௐSHUVRQ
7DEOH$
9DOXH$GGHG$WWULEXWHV
3RLQWV
/LQH
,WHP 4XHVWLRQ 5HVSRQVH
'HVFULEHௐDQ\ௐSURGXFWௐHTXLSPHQWௐ
PDLQWHQDQFHௐRUௐRSHUDWRUௐWUDLQLQJௐ
SURJUDPVௐWKDWௐ\RXௐRIIHUௐWRௐ
6RXUFHZHOOௐSDUWLFLSDWLQJௐHQWLWLHVௐ
,QFOXGHௐGHWDLOVௐVXFKௐDVௐZKHWKHUௐ
WUDLQLQJௐLVௐVWDQGDUGௐRUௐRSWLRQDOௐ
ZKRௐSURYLGHVௐWUDLQLQJௐDQGௐDQ\ௐ
FRVWVௐWKDWௐDSSO\
5RPWHFௐRIIHUVௐFRPSUHKHQVLYHௐVXSSRUWௐVHUYLFHVௐDWௐQRௐDGGLWLRQDOௐFRVWௐWRௐ6RXUFHZHOOௐ SDUWLFLSDWLQJௐHQWLWLHVௐ7KHVHௐVHUYLFHVௐLQFOXGHௐRSWLRQDOௐRSHUDWRUௐWUDLQLQJௐSURGXFWௐPDLQWHQDQFHௐ JXLGDQFHௐDQGௐWHFKQLFDOௐVXSSRUW²WKRXJKௐPDQ\ௐHQWLWLHVௐZLOOௐDOUHDG\ௐEHௐIDPLOLDUௐZLWKௐWKHௐ VWDQGDUGௐHTXLSPHQWௐXVHGௐLQௐ5RPWHFௐVWUXFWXUHVௐ
HJௐWRLOHWVௐVLQNVௐOLJKWLQJ
5RPWHFௐDOVRௐSURYLGHVௐIUHHௐWHFKQLFDOௐDVVLVWDQFHௐWRௐWKLUGSDUW\ௐLQVWDOOHUVௐ2XUௐFRQVWUXFWLRQௐ PDQDJHPHQWௐWHDPௐGHOLYHUVௐWKLVௐVXSSRUWௐGLUHFWO\ௐIRUௐHYHU\ௐSURMHFWௐE\ௐKRVWLQJௐLQVWDOODWLRQௐ PHHWLQJVௐEHIRUHௐGXULQJௐDQGௐDIWHUௐWKHௐLQVWDOODWLRQௐSURFHVVௐ5RPWHFௐDOVRௐPDLQWDLQVௐUHJXODUO\ௐ XSGDWHGௐYLGHRௐWXWRULDOVௐWRௐDVVLVWௐZLWKௐSURSHUௐLQVWDOODWLRQ 0RVWௐRSHUDWLRQDOௐRUௐLQVWDOODWLRQௐFRQFHUQVௐFDQௐEHௐUHVROYHGௐYLDௐSKRQHௐRUௐHPDLOௐ,QௐFDVHVௐZKHUHௐ RQVLWHௐDVVLVWDQFHௐLVௐQHFHVVDU\ௐDௐ5RPWHFௐFRQVWUXFWLRQௐUHSUHVHQWDWLYHௐFDQௐEHௐGLVSDWFKHGௐDWௐ QRௐDGGLWLRQDOௐFRVWௐ)XUWKHUPRUHௐ5RPWHFௐRIIHUVௐVXSSRUWௐRXWVLGHௐRIௐQRUPDOௐEXVLQHVVௐKRXUVௐIRUௐ XUJHQWௐRUௐHPHUJHQF\ௐVLWXDWLRQV
Bid Number: RFP 052725 Vendor Name: Romtec, Inc.
'HVFULEHௐDQ\ௐWHFKQRORJLFDOௐ
DGYDQFHVௐWKDWௐ\RXUௐSURSRVHGௐ
6ROXWLRQVௐRIIHU
5RPWHFௐWDNHVௐSULGHௐLQௐLQWHJUDWLQJௐWHFKQRORJLFDOௐDGYDQFHPHQWVௐLQWRௐRXUௐSURGXFWௐRIIHULQJVௐWRௐ PHHWௐWKHௐHYROYLQJௐQHHGVௐRIௐRXUௐFXVWRPHUVௐ2XUௐFRPPLWPHQWௐWRௐLQQRYDWLRQௐLVௐGHHSO\ௐURRWHGௐLQௐ RXUௐFRPSDQ\¶VௐKLVWRU\ௐDQGௐFRQWLQXHVௐWRௐGULYHௐRXUௐGHYHORSPHQWௐRIௐDGYDQFHGௐSXUSRVHEXLOWௐ SXEOLFௐIDFLOLWLHV
2QHௐRIௐ5RPWHF¶VௐIRXQGDWLRQDOௐLQQRYDWLRQVௐLVௐWKHௐ6ZHHWௐ6PHOOLQJௐ7HFKQRORJ\ௐ 667
ௐV\VWHPௐ
GHYHORSHGௐE\ௐFRPSDQ\ௐIRXQGHUௐ'DYLGௐ%RJDQௐ7KLVௐV\VWHPௐDORQJௐZLWKௐWKHௐSRO\HWK\OHQHௐWRLOHWௐ ULVHUௐKHௐGHVLJQHGௐLVௐXVHGௐLQௐPRVWௐFRPPHUFLDOO\ௐDYDLODEOHௐZDWHUOHVVௐYDXOWௐUHVWURRPௐV\VWHPVௐ WRGD\ௐQRWௐMXVWௐ5RPWHFௐVWUXFWXUHVௐ667ௐGUDPDWLFDOO\ௐUHGXFHVௐRGRUVௐLQௐUHPRWHௐUHVWURRPௐ IDFLOLWLHVௐWKDWௐODFNௐDFFHVVௐWRௐFRQYHQWLRQDOௐSOXPELQJௐ7KHௐV\VWHPௐLQFOXGHVௐORXYHUHGௐYHQWVௐDௐ YHQWௐSLSHௐWKHௐVSHFLDOO\ௐGHVLJQHGௐWRLOHWௐULVHUௐDQGௐDௐZDWHUOHVVௐYDXOWௐ667ௐZRUNVௐWKURXJKௐDௐ FRPELQDWLRQௐRIௐDLUIORZௐG\QDPLFVௐVRODUௐKHDWௐDQGௐDLUௐSUHVVXUHௐGLIIHUHQWLDOVௐWRௐYHQWLODWHௐDQGௐ HOLPLQDWHௐRGRUVௐHIILFLHQWO\ௐ3URSHUௐVLWHௐSODFHPHQWௐLVௐDOVRௐFUXFLDOௐWRௐWKHௐV\VWHP¶VௐVXFFHVV %XLOGLQJௐRQௐWKLVௐOHJDF\ௐRIௐLQQRYDWLRQௐ5RPWHFௐKDVௐUHFHQWO\ௐH[SDQGHGௐLWVௐRIIHULQJVௐWRௐLQFOXGHௐ VWRUPௐVKHOWHUFDSDEOHௐVWUXFWXUHVௐVXFKௐDVௐUHVWURRPVௐUHVWURRPFRQFHVVLRQௐEXLOGLQJVௐDQGௐ UHVWURRPVKRZHUௐIDFLOLWLHVௐGHVLJQHGௐWRௐPHHWௐRUௐH[FHHGௐ,&&ௐDQGௐ)(0$ௐௐVWDQGDUGVௐ 7KHVHௐVWUXFWXUHVௐDUHௐFRQVWUXFWHGௐZLWKௐGXUDEOHௐFRQFUHWHௐEORFNௐWRௐZLWKVWDQGௐௐPSKௐZLQGௐ VSHHGVௐDQGௐPLVVLOHௐLPSDFWVௐXSௐWRௐௐPSKௐ7KH\ௐDOVRௐLQFRUSRUDWHௐHPHUJHQF\ௐHVFDSHௐGRRUVௐ DQGௐHPHUJHQF\ௐWHOHFRPPXQLFDWLRQVௐV\VWHPVௐ(DFKௐGHVLJQௐLVௐUHYLHZHGௐDQGௐYHULILHGௐE\ௐWKLUG SDUW\ௐHQJLQHHUVௐWRௐHQVXUHௐVDIHW\ௐDQGௐFRPSOLDQFHௐ7KHVHௐPXOWLXVHௐIDFLOLWLHVௐSURYLGHௐ FRPPXQLWLHVௐLQௐH[WUHPHௐZHDWKHUௐ]RQHVௐZLWKௐERWKௐHVVHQWLDOௐSXEOLFௐDPHQLWLHVௐDQGௐOLIHVDYLQJௐ VKHOWHUVௐௐVXFFHVVIXOO\ௐPHUJLQJௐIXQFWLRQௐVDIHW\ௐDQGௐDHVWKHWLFௐYDOXH 5RPWHFௐKDVௐDOVRௐGHYHORSHGௐWKHௐ6LGHZDONௐ5HVWURRPௐDௐVWUXFWXUHௐGHVLJQHGௐVSHFLILFDOO\ௐIRUௐKLJK WUDIILFௐXUEDQௐHQYLURQPHQWVௐ7KHVHௐSUHIDEULFDWHGௐDOOVWHHOௐEXLOGLQJVௐIHDWXUHௐYDQGDOUHVLVWDQWௐ FRPSRQHQWVௐVXFKௐDVௐVWDLQOHVVVWHHOௐWRLOHWVௐDQGௐGLVSHQVHUVௐ7KHௐGHVLJQௐSURPRWHVௐTXLFNௐXVHௐ DQGௐGLVFRXUDJHVௐPLVXVHௐZLWKௐRFFXSDQF\LQGLFDWLQJௐOLJKWLQJௐRSHQDLUௐYHQWLODWHGௐORXYHUVௐDQGௐ IHDWXUHVௐWKDWௐGHWHUௐLOOLFLWௐDFWLYLW\ௐLQFOXGLQJௐQHHGOHௐXVHௐ7KLVௐSURGXFWௐRIIHUVௐFLWLHVௐDQGௐORFDOௐ DJHQFLHVௐDௐSUDFWLFDOௐDQGௐDWWUDFWLYHௐVROXWLRQௐIRUௐSURYLGLQJௐSXEOLFௐUHVWURRPVௐLQௐFKDOOHQJLQJௐ XUEDQௐVHWWLQJV
$GGLWLRQDOO\ௐ5RPWHFௐKDVௐHQKDQFHGௐLWVௐILUHSURRILQJௐDQGௐIORRGSURRILQJௐFDSDELOLWLHVௐ:HௐKDYHௐ GHOLYHUHGௐPXOWLSOHௐVWUXFWXUHVௐHTXLSSHGௐZLWKௐIORRGௐEDUULHUVௐDQGௐILUHSURWHFWLRQௐHOHPHQWVௐ LQFOXGLQJௐILUHWUHDWHGௐORJVௐIRUௐSDYLOLRQVௐDQGௐVSULQNOHUௐV\VWHPVௐIRUௐHQFORVHGௐEXLOGLQJVௐ7KHVHௐ IHDWXUHVௐDUHௐHVSHFLDOO\ௐYDOXDEOHௐIRUௐFRPPXQLWLHVௐIDFLQJௐLQFUHDVHGௐULVNVௐGXHௐWRௐHQYLURQPHQWDOௐ FRQGLWLRQV
5RPWHFௐUHPDLQVௐFRPPLWWHGௐWRௐDGYDQFLQJௐRXUௐGHVLJQௐFDSDELOLWLHVௐWRௐDGGUHVVௐWKHௐXQLTXHௐ QHHGVௐRIௐHDFKௐFXVWRPHUௐ2XUௐGHVLJQௐWHDPௐUHJXODUO\ௐDWWHQGVௐLQGXVWU\ௐHYHQWVௐWRௐVWD\ௐDWௐWKHௐ IRUHIURQWௐRIௐFRQVWUXFWLRQௐDQGௐSXEOLFௐIDFLOLW\ௐLQQRYDWLRQௐ5RPWHFௐOHDGHUVKLSௐIRVWHUVௐDௐFXOWXUHௐRIௐ FRQWLQXDOௐLPSURYHPHQWௐHQFRXUDJLQJௐRXUௐWHDPVௐWRௐH[SORUHௐQHZௐPDWHULDOVௐPHWKRGVௐDQGௐ WHFKQRORJLHVௐWRௐEULQJௐPRUHௐYDOXHௐWRௐRXUௐFXVWRPHUVௐDQGௐWKHLUௐFRPPXQLWLHV
'HVFULEHௐDQ\ௐ³JUHHQ´ௐLQLWLDWLYHVௐ
WKDWௐUHODWHௐWRௐ\RXUௐFRPSDQ\ௐRUௐWRௐ
\RXUௐ6ROXWLRQVௐDQGௐLQFOXGHௐDௐOLVWௐ
RIௐWKHௐFHUWLI\LQJௐDJHQF\ௐIRUௐHDFK
'DUNௐ6N\ௐ$VVRFLDWLRQௐ
5RPWHFௐGHVLJQVௐVWUXFWXUHVௐZLWKௐOLJKWLQJௐWKDWௐPHHWVௐ,QWHUQDWLRQDOௐ'DUNௐ6N\ௐ$VVRFLDWLRQௐ ,'$
ௐ
UHTXLUHPHQWVௐ5RPWHFௐFDQௐHTXLSௐOLJKWLQJௐIRUௐDௐEXLOGLQJௐZLWKௐH[WHULRUௐOLJKWLQJௐIL[WXUHVௐWKDWௐDUHௐ IXOO\ௐVKLHOGHGௐDQGௐHPLWௐQRௐOLJKWௐDERYHௐWKHௐKRUL]RQWDOௐSODQHௐDQGௐXVHௐOLJKWLQJௐRIௐ.ௐRUௐOHVVௐ /LJKWVௐRIௐ.ௐRUௐOHVVௐHPLWௐOHVVௐEOXHௐOLJKWௐZKLFKௐLVௐNQRZQௐWRௐGLVUXSWௐDQLPDOௐHFRV\VWHPVௐ RQௐGLVUXSWௐKXPDQௐVOHHSௐF\FOHVௐ$GGLWLRQDOO\ௐWKHVHௐOLJKWVௐFRQVXPHௐOHVVௐHOHFWULFLW\ௐWKDQௐWKRVHௐ RIௐJUHDWHUௐWKHQௐ.ௐ:KHQௐWKHVHௐOLJKWVௐDUHௐXVHGௐLQௐFRQMXQFWLRQௐZLWKௐPRWLRQௐVHQVRUVௐ 5RPWHFௐEXLOGLQJVௐFDQௐSURGXFHௐOLJKWௐDWௐWKHௐULJKWௐWHPSHUDWXUHௐDQGௐRQO\ௐZKHQௐQHFHVVDU\ௐ PDNLQJௐWKHௐEXLOGLQJௐVDIHௐHQHUJ\HIILFLHQWௐDQGௐDWWUDFWLYHௐ 86ௐ*UHHQௐ%XLOGLQJௐ&RXQFLOௐ
5RPWHFௐRIIHUVௐPXOWLSOHௐRSWLRQVௐIRUௐRXUௐEXLOGLQJௐGHVLJQVௐWKDWௐHDUQௐDJHQFLHVௐSRLQWVௐWRZDUGௐ /(('ௐFHUWLILFDWLRQௐDQGௐ5RPWHFௐKDVௐGHVLJQHGௐPXOWLSOHௐ/(('ௐFHUWLILHGௐVWUXFWXUHVௐ6RPHௐRIௐ WKHVHௐFRPSRQHQWVௐLQFOXGHௐORZIORZௐWRLOHWVௐORZIORZௐXULQDOVௐORZIORZௐIDXFHWVௐRIIJULGௐVRODUௐ SDFNDJHVௐJULGWLHGௐVRODUௐSDFNDJHVௐDQGௐJULGௐLQWHUDFWLYHௐVRODUௐSDFNDJHVௐ5RPWHFௐDOVRௐRIIHUVௐ 6,3ௐ
VWUXFWXUDOO\ௐLQVXODWHGௐSDQHOV
ௐIRUௐURRIௐVWUXFWXUHVௐDQGௐZDOOVௐ7KHVHௐSURGXFWVௐDUHௐIUHTXHQWO\ௐ XVHGௐIRUௐSURMHFWVௐVHHNLQJௐ/(('ௐFHUWLILFDWLRQௐ5RPWHFௐFDQௐDOVRௐSURYLGHௐ0LWVXELVKLௐ+9$&ௐ V\VWHPVௐZLWKௐRXUௐVWUXFWXUHVௐZKLFKௐDUHௐ,62ௐௐFHUWLILHGௐDQGௐDQWLJUDIILWLௐFRDWLQJVௐE\ௐ5DLQௐ *XDUGௐZKLFKௐDUHௐ/$86'ௐ±ௐ2(6+ௐDSSURYHG
Bid Number: RFP 052725 Vendor Name: Romtec, Inc.
,GHQWLI\ௐDQ\ௐWKLUGSDUW\ௐLVVXHGௐHFR
ODEHOVௐUDWLQJVௐRUௐFHUWLILFDWLRQVௐWKDWௐ
\RXUௐFRPSDQ\ௐKDVௐUHFHLYHGௐIRUௐWKHௐ
6ROXWLRQVௐLQFOXGHGௐLQௐ\RXUௐ3URSRVDOௐ
UHODWHGௐWRௐHQHUJ\ௐHIILFLHQF\ௐRUௐ
FRQVHUYDWLRQௐOLIHF\FOHௐGHVLJQௐ
FUDGOHWRFUDGOH
ௐRUௐRWKHUௐ
JUHHQVXVWDLQDELOLW\ௐIDFWRUV
5RPWHFௐSURGXFWVௐ
%XLOGLQJௐ0RGHOV
ௐWKHPVHOYHVௐGRௐQRWௐKDYHௐDQ\ௐWKLUGௐSDUW\ௐLVVXHGௐHFRODEHOVௐ UDWLQJVௐRUௐFHUWLILFDWLRQVௐ+RZHYHUௐFRPSRQHQWVௐWKDWௐDUHFDQௐEHௐLQFOXGHGௐLQௐ5RPWHFௐVWUXFWXUHVௐ GR
/RZௐ)ORZௐ)DXFHWVௐ
7KHௐORZIORZௐVLQJOHKDQGOHௐODYDWRU\ௐIDXFHWௐXVHGௐLQௐ5RPWHFௐEXLOGLQJVௐSURGXFHVௐௐJDOORQVௐSHUௐ PLQXWHௐ
*30
ௐRIௐZDWHUௐ7KLVௐSURGXFWௐLVௐWKLUGSDUW\ௐFHUWLILHGௐWRௐPHHWௐ(3$ௐFULWHULDௐE\ௐ :DWHU6HQVHௐFHUWLILHGௐE\ௐ,$032ௐ5 7ௐFHUWLILHGௐWRௐ16)ௐ ௐ ௐௐDQGௐPHHWVௐ$60(ௐ
$ௐ3URGXFWVௐPDUNHGௐZLWKௐௐ*30ௐDUHௐFRPSOLDQWௐZLWKௐ&DOLIRUQLDௐZDWHUௐHIILFLHQF\ௐ SURJUDPVௐDQGௐFRPSO\ௐZLWKௐ&DOLIRUQLDௐ3URSRVLWLRQௐௐDQGௐZLWKௐWKHௐ)HGHUDOௐ6DIHௐ'ULQNLQJௐ :DWHUௐ$FW
$QRWKHUௐIDXFHWௐDYDLODEOHௐLQௐ5RPWHFௐ%XLOGLQJVௐLVௐWKHௐ,QQVEURRNௐ(OHFWURQLFௐ0HWHULQJௐ)DXFHWௐ 7KLVௐSURGXFWௐPHHWVௐRUௐH[FHHGVௐWKHௐIROORZLQJௐFRGHVௐDQGௐVWDQGDUGV ௐ$16,ௐ$
ௐ$60(ௐ
$
ௐ16)ௐௐ6HFWLRQௐ
ௐ$QQH[ௐ*
ௐ&$/*UHHQௐ,WௐDOVRௐPHHWVௐWKHௐ$'$ௐJXLGHOLQHVௐDQGௐ
$16,ௐ$ௐUHTXLUHPHQWVௐIRUௐDFFHVVLEOHௐDQGௐXVDEOHௐEXLOGLQJௐIDFLOLWLHVௐ /RZIORZௐ)OXVKௐ9DOYHVௐௐ
/RZIORZௐWRLOHWVௐIL[WXUHVௐDQGௐIDXFHWVௐDUHௐDQRWKHUௐH[DPSOHௐRIௐJUHHQௐLQLWLDWLYHVௐLQௐ5RPWHFௐ EXLOGLQJVௐ7KHௐZDOOௐPRXQWHGௐௐ*3)ௐKLJKHIILFLHQF\ௐIOXVKௐYDOYHௐERZOௐXVHGௐLQௐ5RPWHFௐ %XLOGLQJVௐXVHVௐௐSHUFHQWௐOHVVௐZDWHUௐWKDQௐVWDQGDUGௐORZௐFRQVXPSWLRQௐWRLOHWVௐ7KHௐIOXVKௐYDOYHௐ ERZOௐLVௐ$'$ௐFRPSOLDQWௐ,$302ௐFHUWLILHGௐDQGௐLVௐSHUௐ$60(ௐ$ ௐDQGௐPHHWVௐRUௐ
H[FHHGVௐ$60($16,ௐ$
0ௐ,QௐRWKHUௐEXLOGLQJVௐ5RPWHFௐXVHVௐDௐ0DGHUDௐ)OR:LVHௐWRLOHWௐ ZKLFKௐPHHWVௐWKHௐVSHFLILFDWLRQVௐIRUௐDௐKLJKௐHIILFLHQF\ௐWRLOHWௐDVௐZHOOௐ7KLVௐSURGXFWௐKDVௐUHFHLYHGௐ 8/ௐ(QYLURQPHQWDOௐ3URGXFWௐ'HFODUDWLRQௐDQGௐPHHWVௐWKHௐ($3ௐVWDQGDUGVௐIRUௐ:DWHU6HQVH
Bid Number: RFP 052725 Vendor Name: Romtec, Inc.
:KDWௐXQLTXHௐDWWULEXWHVௐGRHVௐ\RXUௐ
FRPSDQ\ௐ\RXUௐSURGXFWVௐRUௐ\RXUௐ
VHUYLFHVௐRIIHUௐWRௐ6RXUFHZHOOௐ
SDUWLFLSDWLQJௐHQWLWLHV"ௐ:KDWௐPDNHVௐ
\RXUௐSURSRVHGௐVROXWLRQVௐXQLTXHௐLQௐ
\RXUௐLQGXVWU\ௐDVௐLWௐDSSOLHVௐWRௐ
6RXUFHZHOOௐSDUWLFLSDWLQJௐHQWLWLHV"
5RPWHFௐRIIHUVௐVHYHUDOௐXQLTXHௐDWWULEXWHVௐIRUௐ6RXUFHZHOOௐSDUWLFLSDWLQJௐHQWLWLHVௐ 5RPWHF¶VௐGHVLJQௐFDSDELOLWLHVௐDQGௐPHWKRGRORJLHVௐSURYLGHௐDHVWKHWLFௐIXQFWLRQDOௐYDOXHௐ HQJLQHHULQJௐDWWULEXWHVௐWKDWௐDUHௐXQLTXHௐLQௐWKHௐLQGXVWU\ௐௐ $HVWKHWLFௐ$WWULEXWHVௐ
0DWFKLQJௐWKHPHVௐDQGௐDUFKLWHFWXUDOௐDHVWKHWLFVௐLVௐRQHௐRIௐ5RPWHF¶VௐPRVWௐHVWDEOLVKHGௐVNLOOVௐ 5RPWHFௐVWUXFWXUHVௐDUHௐEXLOWௐXVLQJௐFRQYHQWLRQDOௐFRQVWUXFWLRQௐPDWHULDOVௐDQGௐPHWKRGVௐ7KLVௐ DOORZVௐ5RPWHFௐWRௐSURYLGHௐDௐZLGHௐYDULHW\ௐRIௐDHVWKHWLFௐRSWLRQVௐIRUௐURRILQJௐVLGLQJௐSDFNDJHVௐ ZDLQVFRWLQJௐGHFRUDWLYHௐWUXVVHVௐVLQJOHௐVORSHௐRUௐPXOWLSLWFKHGௐURRIVௐDQGௐRWKHUௐPDWHULDOVௐRUௐ GHVLJQௐIHDWXUHVௐWKDWௐFDQௐPDWFKௐH[LVWLQJௐVWUXFWXUHVௐDQGௐVXUURXQGLQJVௐRUௐSURYLGHௐXQLTXHௐGHVLJQௐ HOHPHQWVௐIRUௐ6RXUFHZHOOௐSDUWLFLSDWLQJௐHQWLWLHVௐௐ$VௐSDUWௐRIௐ5RPWHF¶VௐIUHHௐSURSRVDOௐVHUYLFHVௐ 6RXUFHZHOOௐHQWLWLHVௐZLOOௐDOVRௐUHFHLYHௐIORRUௐSODQHOHYDWLRQௐGUDZLQJVௐDQGௐHYHQௐUHQGHULQJVௐ GHSLFWLQJௐWKHLUௐUHTXHVWHGௐDHVWKHWLFௐDUFKLWHFWXUDOௐHOHPHQWVௐ7KHௐSURSRVDOௐDQGௐ GUDZLQJVUHQGHULQJVௐFDQௐEHௐUHYLVHGௐDVௐPDQ\ௐWLPHVௐDVௐQHFHVVDU\ௐWRௐHQVXUHௐWKHௐ6RXUFHZHOOௐ HQWLW\ௐJHWVௐWKHௐEXLOGLQJௐWKH\ௐZDQWௐZLWKLQௐWKHLUௐEXGJHWௐ 5RPWHFௐRSHUDWHVௐRXUௐRZQௐPHWDOௐDQGௐZRRGௐIDEULFDWLRQௐVKRSVௐDWௐRXUௐIDFLOLWLHVௐLQௐ5RVHEXUJௐ 25ௐ7KHVHௐIDFLOLWLHVௐLQௐFROODERUDWLRQௐZLWKௐRXUௐGHVLJQௐGHSDUWPHQWௐSURYLGHௐ5RPWHFௐWKHௐDELOLW\ௐ WRௐPDQXIDFWXUHௐFXVWRPௐVWHHOௐDQGௐZRRGௐFRPSRQHQWVௐWRௐPHHWௐ6RXUFHZHOOௐSDUWLFLSDWLQJௐHQWLWLHV¶ௐ QHHGVௐIRUௐVSHFLILFௐDHVWKHWLFௐRUௐIXQFWLRQDOௐFRQVLGHUDWLRQVௐ'HFRUDWLYHௐVWHHOௐEUDFNHWVௐDQGௐORJௐ SRUFKHVௐRUௐURRIௐH[WHQVLRQVௐDUHௐDPRQJௐWKHௐXQLTXHௐIHDWXUHVௐ5RPWHF¶VௐIDEULFDWLRQௐDELOLWLHVௐFDQௐ SURYLGHௐWRௐDௐ6RXUFHZHOOௐHQWLW\ௐ
)XQFWLRQDOௐ$WWULEXWHVௐ
5RPWHF
VௐXVHௐRIௐWUDGLWLRQDOௐFRQVWUXFWLRQௐPDWHULDOVௐDQGௐPHWKRGVௐHQDEOHVௐVHDPOHVVௐLQWHJUDWLRQௐ RIௐSOXPELQJௐIL[WXUHVௐPHFKDQLFDOௐV\VWHPVௐHOHFWULFDOௐFRPSRQHQWVௐDQGௐRWKHUௐXWLOLW\ௐRSWLRQVௐ)RUௐ LQVWDQFHௐLIௐDௐ6RXUFHZHOOௐSDUWLFLSDWLQJௐHQWLW\¶VௐPDLQWHQDQFHௐWHDPௐKDVௐVWDQGDUGL]HGௐVSHFLILFௐ SOXPELQJௐIL[WXUHVௐRUௐRWKHUௐFRPSRQHQWVௐDFURVVௐLWVௐGLVWULFWௐ5RPWHFௐFDQௐHIIRUWOHVVO\ௐLQFRUSRUDWHௐ WKHVHௐHOHPHQWVௐLQWRௐRXUௐGHVLJQVௐ
7KHVHௐDWWULEXWHVௐDOVRௐSURYLGHௐ5RPWHFௐWKHௐDELOLW\ௐWRௐWDLORUௐRXUௐVWUXFWXUHVௐWRௐWKHௐ6RXUFHZHOOௐ HQWLW\¶VௐVSHFLILFௐQHHGVௐUHJDUGLQJௐWKHௐIRRWSULQWௐRIௐWKHௐVWUXFWXUHௐ7KHௐSRVLWLRQௐRIௐGRRUVௐURRPௐ VL]HௐDQGௐIL[WXUHௐTXDQWLWLHVௐDQGௐORFDWLRQVௐIRUௐH[DPSOHௐFDQௐDOOௐEHௐHDVLO\ௐDGMXVWHGௐWRௐPHHWௐWKHௐ QHHGVௐRIௐDௐSDUWLFXODUௐSURMHFWௐ
9DOXHௐ(QJLQHHULQJௐ$WWULEXWHVௐ
5RPWHFௐPDLQWDLQVௐDௐODUJHௐLQKRXVHௐGHVLJQௐHQJLQHHULQJௐHVWLPDWLQJௐDQGௐSXUFKDVLQJௐWHDPௐ 7KLVௐDOORZVௐ5RPWHFௐWRௐFRQVWDQWO\ௐUHILQHௐRXUௐGHVLJQVௐWRௐPHHWௐMXULVGLFWLRQDOௐEXLOGLQJௐFRGHVௐDQGௐ YDOXHHQJLQHHUௐRXUௐH[LVWLQJௐPRGHOVௐDQGௐGHVLJQVௐ5RPWHF¶VௐGHVLJQௐWHDPௐSHULRGLFDOO\ௐUHGHVLJQVௐ RXUௐFRPSOHWHௐUDQJHௐRIௐEXLOGLQJௐPRGHOVௐ:HௐORRNௐDWௐHYHU\ௐIORRUௐSODQௐDQGௐLPSURYHௐWKHௐOD\RXWVௐ UHGXFHௐWKHௐPDWHULDOVௐFRVWௐDQGௐLQFOXGHௐORZHUௐFRVWௐRSWLRQVௐZKHQௐSRVVLEOHௐௐ 5RPWHF¶VௐHVWLPDWLQJௐGHSDUWPHQWௐZRUNVௐWRௐUHGXFHௐWKHௐFRVWௐRIௐRXUௐEXLOGLQJVௐE\ௐGRLQJௐRQJRLQJௐ LQGXVWU\ௐUHVHDUFKௐWRௐILQGௐYHQGRUVௐZLWKௐEHWWHUௐSULFLQJௐ1HDUO\ௐHYHU\ௐZHHNௐRXUௐHQJLQHHULQJௐ TXRWLQJௐDQGௐSURGXFWLRQௐSHUVRQQHOௐILQGௐQHZௐORZFRVWௐRSWLRQVௐIRUௐIDXFHWVௐKLQJHVௐURRILQJௐ VFUHZVௐKDQGௐGU\HUVௐDQGௐPDQ\ௐPRUHௐEXLOGLQJௐPDWHULDOVௐDQGௐFRPSRQHQWVௐௐ 5RPWHF¶VௐSXUFKDVLQJௐGHSDUWPHQWௐDOVRௐZRUNVௐWRௐUHGXFHௐFRVWVௐE\ௐFRQQHFWLQJௐZLWKௐEXLOGLQJௐ PDWHULDOௐVXSSOLHUVௐDFURVVௐWKHௐFRXQWU\ௐ7KHQௐZHௐFDQௐGUDVWLFDOO\ௐUHGXFHௐRXUௐVKLSSLQJௐFRVWVௐRIௐ KHDY\ௐEXLOGLQJௐPDWHULDOVௐOLNHௐFRQFUHWHௐEORFNௐE\ௐGURSVKLSSLQJௐWKHPௐIURPௐDௐORFDWLRQௐFORVHUௐWRௐ HDFKௐFRQVWUXFWLRQௐVLWHௐQDWLRQDOO\ௐ6LQFHௐ5RPWHFௐXVHVௐFRQYHQWLRQDOௐFRQVWUXFWLRQௐPDWHULDOVௐRQௐ PRVWௐRIௐRXUௐEXLOGLQJVௐZHௐFRQVLVWHQWO\ௐILQGௐUHOLDEOHௐDQGௐZHOOPDQXIDFWXUHGௐSURGXFWVௐQDWLRQZLGHௐ WRௐORZHUௐVKLSSLQJௐFRVWVௐௐ
7KHௐILQDOௐZD\ௐZHௐZRUNௐWRௐORZHUௐRXUௐEXLOGLQJௐSULFHVௐLVௐE\ௐLPSURYLQJௐRXUௐLQWHUQDOௐZRUNLQJௐ HIILFLHQF\ௐ7KLVௐLVௐDFFRPSOLVKHGௐE\ௐLPSURYLQJௐRXUௐGRFXPHQWDWLRQௐDQGௐLQWHUQDOௐFRPPXQLFDWLRQVௐ VRௐWKDWௐZHௐFDQௐSDVVௐRQௐWLPHௐVDYLQJVௐWRௐ6RXUFHZHOOௐSDUWLFLSDWLQJௐHQWLWLHVௐ,WௐWDNHVௐXVௐOHVVௐ WLPHௐQRZௐWRௐUHYLHZௐDQGௐFKDQJHௐRXUௐEXLOGLQJௐGHVLJQVௐ:HௐKDYHௐKHDYLO\ௐLQYHVWHGௐLQௐQHZௐ VRIWZDUHௐRYHUௐUHFHQWௐ\HDUVௐWRௐLQFUHDVHௐRXUௐVSHHGௐDQGௐYROXPHௐRIௐZRUNௐ7KHVHௐLPSURYHPHQWVௐ UHGXFHௐUHYLVLRQVௐDQGௐLPSURYHௐWXUQDURXQGௐWLPHVௐWRௐKHOSௐSURMHFWVௐPRYHௐIDVWHUௐDQGௐPRUHௐ DIIRUGDEO\
Bid Number: RFP 052725 Vendor Name: Romtec, Inc.
:KDWௐVSHFLILFௐGHVLJQௐIHDWXUHVௐ
HQVXUHௐ$PHULFDQVௐZLWKௐ'LVDELOLWLHVௐ
$FWௐ
$'$
ௐDFFHVVLELOLW\"
$OOௐRIௐ5RPWHF
Vௐ:DWHUOHVVௐ2ULJLQDOௐ:DWHUOHVVௐ7UDGLWLRQDOௐ:DWHUOHVVௐ$VSHQௐSOXPEHGௐ 5HVWURRPௐ5HVWURRP&RQFHVVLRQௐDQGௐ5HVWURRP6KRZHUௐ6LHUUDௐPRGHOVௐDUHௐGHVLJQHGௐWRௐPHHWௐ RUௐH[FHHGௐWKHௐODWHVWௐ$'$ௐFRGHௐDQGௐUHTXLUHPHQWVௐ6RPHௐVSHFLILFௐGHVLJQௐIHDWXUHVௐLQFOXGHௐ HQVXULQJௐWKHௐDGHTXDWHௐWXUQLQJௐVSDFHௐFLUFXPIHUHQFHVௐZLWKLQௐWKHௐRFFXSDQF\ௐWRௐHQVXUHௐ ZKHHOFKDLUௐDFFHVVLELOLW\ௐWKHௐSURSHUௐKHLJKWௐDQGௐORFDWLRQௐRIௐJUDEௐEDUVௐWRLOHWVௐVLQNVௐWRLOHWௐ SDSHUௐGLVSHQVHUVௐRWKHUௐIL[WXUHVௐDQGௐWKHௐDSSURSULDWHௐVLJQDJHௐ7KHௐLQFRUSRUDWLRQௐRIௐSXVKௐ EXWWRQௐGRRUௐDFFHVVௐLVௐDOVRௐDௐFRPPRQௐDQGௐQHFHVVDU\ௐGHVLJQௐIHDWXUHௐ 5RPWHFௐLVௐDOVRௐQRZௐLQFRUSRUDWLQJௐDGXOWௐFKDQJLQJௐWDEOHVௐLQWRௐRXUௐUHVWURRPௐGHVLJQVௐ7KHVHௐ KDYHௐEHFRPHௐLQFUHDVLQJO\ௐSRSXODUௐDQGௐLQௐVRPHௐLQVWDQFHVௐUHTXLUHGௐIRUௐ$'$ௐFRPSOLDQFHௐ 5RPWHFௐKDVௐEXLOGLQJVௐHTXLSSHGௐZLWKௐPRGHOVௐGHVLJQHGௐWRௐDFFRPPRGDWHௐDQ\RQHௐZKRௐFDQ¶Wௐ XVHௐDௐWRLOHWௐZLWKௐHLWKHUௐPDQXDOௐRUௐHOHFWULFௐIROGLQJௐPHFKDQLVPVௐௐ7KHௐFKDQJLQJௐWDEOHVௐFDQௐ LQFOXGHௐVLGHௐVDIHW\ௐUDLOVௐVDIHW\ௐEHOWVௐDQGௐFDQௐEHௐHTXLSSHGௐZLWKௐZLUHGௐKDQGௐFRQWURO 7DEOH%
9DOXH$GGHG$WWULEXWHV
/LQH
,WHP 4XHVWLRQ &HUWLILFDWLRQ 2IIHUHG &RPPHQW
6HOHFWௐDQ\ௐ:RPHQௐ
RUௐ0LQRULW\ௐ%XVLQHVVௐ
(QWLW\ௐ
:0%(
ௐ6PDOOௐ
%XVLQHVVௐ(QWLW\ௐ
6%(
ௐRUௐYHWHUDQௐ
RZQHGௐEXVLQHVVௐ
FHUWLILFDWLRQVௐWKDWௐ\RXUௐ
FRPSDQ\ௐRUௐKXEௐ
SDUWQHUVௐKDYHௐ
REWDLQHGௐ8SORDGௐ
GRFXPHQWDWLRQௐDQGௐDௐ
OLVWLQJௐRIௐGHDOHUVKLSVௐ
+8%ௐSDUWQHUVௐRUௐUH
VHOOHUVௐLIௐDYDLODEOHௐ
6HOHFWௐDOOௐWKDWௐDSSO\
<HV
1R
5RPWHFௐLVௐ6PDOOௐ'LVDGYDQWDJHGௐ%XVLQHVVௐFHUWLILHGௐ5RPWHFௐLVௐ 6PDOOௐ%XVLQHVVௐ(QWHUSULVHௐFHUWLILHGௐ'RFXPHQWDWLRQௐIURPௐ 5RPWHF
Vௐ6$0ௐUHJLVWUDWLRQௐKDVௐEHHQௐXSORDGHGௐIRUௐWKHVHௐ
FHUWLILFDWLRQVௐ5RPWHFௐGRHVௐQRWௐKDYHௐDQ\ௐRIௐWKHௐRWKHUௐ
FHUWLILFDWLRQVௐOLVWHGௐEHORZ
0LQRULW\ௐ%XVLQHVVௐ
(QWHUSULVHௐ
0%(
<HV
1R
5RPWHFௐLVௐQRWௐ0LQRULW\ௐ%XVLQHVVௐ(QWHUSULVHௐFHUWLILHG
:RPHQௐ%XVLQHVVௐ
(QWHUSULVHௐ
:%(
<HV
1R
5RPWHFௐLVௐQRWௐ:RPHQௐ%XVLQHVVௐ(QWHUSULVHௐFHUWLILHG
'LVDEOHG2ZQHGௐ
%XVLQHVVௐ(QWHUSULVHௐ
'2%(
<HV
1R
5RPWHFௐLVௐQRWௐ'LVDEOHG2ZQHGௐ%XVLQHVVௐ(QWHUSULVHௐFHUWLILHG
9HWHUDQ2ZQHGௐ
%XVLQHVVௐ(QWHUSULVH
9%(
<HV
1R
5RPWHFௐLVௐQRWௐ9HWHUDQ2ZQHGௐ%XVLQHVVௐ(QWHUSULVHௐFHUWLILHG
6HUYLFH'LVDEOHGௐ
9HWHUDQ2ZQHGௐ
%XVLQHVV
6'92%
<HV
1R
5RPWHFௐLVௐQRWௐ6HUYLFH'LVDEOHGௐ9HWHUDQ2ZQHGௐ%XVLQHVVௐ
FHUWLILHG
6PDOOௐ%XVLQHVVௐ
(QWHUSULVHௐ
6%(
<HV
1R
5RPWHFௐLVௐ6PDOOௐ%XVLQHVVௐ(QWHUSULVHௐFHUWLILHGௐ'RFXPHQWDWLRQௐ IURPௐ5RPWHF
Vௐ6$0ௐUHJLVWUDWLRQௐKDVௐEHHQௐXSORDGHG
6PDOOௐ'LVDGYDQWDJHGௐ
%XVLQHVVௐ
6'%
<HV
1R
5RPWHFௐLVௐ6PDOOௐ'LVDGYDQWDJHGௐ%XVLQHVVௐFHUWLILHGௐ
'RFXPHQWDWLRQௐIURPௐ5RPWHF
Vௐ6$0ௐUHJLVWUDWLRQௐKDVௐEHHQௐ
XSORDGHG
:RPHQ2ZQHGௐ6PDOOௐ
%XVLQHVVௐ
:26%
<HV
1R
5RPWHFௐLVௐQRWௐ:RPHQ2ZQHGௐ6PDOOௐ%XVLQHVVௐFHUWLILHG
7DEOH
3ULFLQJ
3RLQWV
3URYLGHGHWDLOHGSULFLQJLQIRUPDWLRQLQWKHTXHVWLRQVWKDWIROORZEHORZ /LQH
,WHP 4XHVWLRQ 5HVSRQVH
'HVFULEHௐ\RXUௐSD\PHQWௐWHUPVௐDQGௐDFFHSWHGௐSD\PHQWௐ
PHWKRGV
2QFHௐDௐSXUFKDVHௐRUGHUௐLVௐUHFHLYHGௐ5RPWHF
VௐDFFRXQWLQJௐGHSDUWPHQWௐ
ZLOOௐHVWDEOLVKௐWHUPVௐEDVHGௐRQௐDௐFUHGLWௐDSSOLFDWLRQௐDQGௐMREௐ LQIRUPDWLRQௐ0RVWௐW\SLFDOO\ௐ5RPWHFௐZLOOௐUHTXLUHௐDௐௐGHSRVLWௐDWௐWKHௐ WLPHௐWKDWௐDௐ1RWLFHௐWRௐ3URFHHGௐ
173
ௐZLWKௐSURGXFWLRQௐIRUPௐKDVௐEHHQௐ
VLJQHGௐDQGௐUHFHLYHGௐIURPௐWKHௐFXVWRPHUௐZLWKௐWKHௐUHPDLQLQJௐௐௐ GXHௐ1(7ௐௐIURPௐGHOLYHU\GHOLYHUDELOLW\
Bid Number: RFP 052725 Vendor Name: Romtec, Inc.
'HVFULEHௐDQ\ௐOHDVLQJௐRUௐILQDQFLQJௐRSWLRQVௐDYDLODEOHௐIRUௐXVHௐ E\ௐHGXFDWLRQDOௐRUௐJRYHUQPHQWDOௐHQWLWLHV
$WௐWKLVௐWLPHௐ5RPWHFௐGRHVௐQRWௐRIIHUௐOHDVLQJௐRUௐILQDQFLQJௐRSWLRQV
'HVFULEHௐDQ\ௐVWDQGDUGௐWUDQVDFWLRQௐGRFXPHQWVௐWKDWௐ\RXௐ
SURSRVHௐWRௐXVHௐLQௐFRQQHFWLRQௐZLWKௐDQௐDZDUGHGௐDJUHHPHQWௐ
RUGHUௐIRUPVௐWHUPVௐDQGௐFRQGLWLRQVௐVHUYLFHௐOHYHOௐ
DJUHHPHQWVௐHWF
ௐ8SORDGௐDOOௐWHPSODWHௐDJUHHPHQWVௐRUௐ
WUDQVDFWLRQௐGRFXPHQWVௐZKLFKௐPD\ௐEHௐSURSRVHGௐWRௐ
3DUWLFLSDWLQJௐ(QWLWLHV
5RPWHF
Vௐ3URSRVDOௐLQFOXGHVௐWKHௐIROORZLQJௐGRFXPHQWDWLRQ
ௐ6FRSHௐRIௐ
:RUNௐ/HWWHUௐ'UDZLQJV5HQGHULQJVௐ4XRWHௐ7HUPVௐDQGௐ&RQGLWLRQVௐ 'RFXPHQWVௐ7KHௐ5RPWHFௐ3URSRVDOௐGRFXPHQWௐDOVRௐVHUYHVௐDVௐWKHௐ 3XUFKDVHௐ2UGHUௐIRUPௐ5RPWHF
Vௐ4XRWHௐIRUPVௐIRUௐ6RXUFHZHOOௐ
3DUWLFLSDWLQJௐ(QWLWLHVௐZLOOௐFOHDUO\ௐLQGLFDWHௐWKHௐௐGLVFRXQWௐUHFHLYHGௐ DQGௐZLOOௐLQFOXGHௐWKHௐ6RXUFHZHOOௐDZDUGௐQXPEHUௐDQGௐORJRௐ $QௐH[DPSOHௐ6WDQGDUGௐ5RPWHFௐ3URSRVDO3XUFKDVHௐ2UGHUௐIRUPௐKDVௐ EHHQௐXSORDGHGௐWRௐWKHௐUHVSRQVHௐDQGௐWKHௐSGIௐKDVௐEHHQௐERRNPDUNHGௐ LQௐWKHௐIROORZLQJௐRUGHU
ௐ
ௐ([DPSOHௐ7LWOHௐ3DJHௐ
ௐ([DPSOHௐ6FRSHௐRIௐ'HVLJQௐDQGௐ6XSSO\ௐ
ௐ([DPSOHௐ5HQGHULQJ'UDZLQJVௐ
ௐ([DPSOHௐ4XRWH3XUFKDVHௐ2UGHUௐ
ௐ([DPSOHௐ7HUPVௐDQGௐ&RQGLWLRQVௐ
1RWH
ௐ7HUPVௐDQGௐ&RQGLWLRQVௐIRUௐERWKௐ%XLOGLQJௐ6XSSO\ௐRQO\ௐDQGௐ 7XUQNH\ௐ,QVWDOODWLRQௐ7HUPVௐKDYHௐEHHQௐXSORDGHGௐDVௐVHSDUDWHௐ GRFXPHQWVௐIRUௐFODULW\
:DUUDQW\ௐ7HUPVௐDQGௐ&RQGLWLRQVௐKDVௐEHHQௐXSORDGHGௐDVௐDௐVHSDUDWHௐ GRFXPHQWௐௐ
7KHVHௐLWHPVௐDUHௐLQFOXGHGௐLQௐWKHௐ]LSௐILOHௐWLWOHGௐ/LQHௐ,WHPௐ ௐ
7UDQVDFWLRQௐ'RFXPHQWV
'Rௐ\RXௐDFFHSWௐWKHௐ3FDUGௐSURFXUHPHQWௐDQGௐSD\PHQWௐ
SURFHVV"ௐ,IௐVRௐLVௐWKHUHௐDQ\ௐDGGLWLRQDOௐFRVWௐWRௐ6RXUFHZHOOௐ SDUWLFLSDWLQJௐHQWLWLHVௐIRUௐXVLQJௐWKLVௐSURFHVV"
5RPWHFௐGRHVௐQRWௐDFFHSWௐ3FDUGௐSURFXUHPHQWௐDWௐWKLVௐWLPH
'HVFULEHௐ\RXUௐSULFLQJௐPRGHOௐ
HJௐOLQHLWHPௐGLVFRXQWVௐRUௐ
SURGXFWFDWHJRU\ௐGLVFRXQWV
ௐ3URYLGHௐGHWDLOHGௐSULFLQJௐGDWDௐ
LQFOXGLQJௐVWDQGDUGௐRUௐOLVWௐSULFLQJௐDQGௐWKHௐ6RXUFHZHOOௐ
GLVFRXQWHGௐSULFH
ௐRQௐDOOௐRIௐWKHௐLWHPVௐWKDWௐ\RXௐZDQWௐ
6RXUFHZHOOௐWRௐFRQVLGHUௐDVௐSDUWௐRIௐ\RXUௐ5)3ௐUHVSRQVHௐ,Iௐ DSSOLFDEOHௐSURYLGHௐDௐ6.8ௐIRUௐHDFKௐLWHPௐLQௐ\RXUௐSURSRVDOௐ 8SORDGௐ\RXUௐSULFLQJௐPDWHULDOVௐ
LIௐDSSOLFDEOH
ௐLQௐWKHௐ
GRFXPHQWௐXSORDGௐVHFWLRQௐRIௐ\RXUௐUHVSRQVH
5RPWHF
VௐSULFLQJௐPRGHOௐLVௐOLQHLWHPௐGLVFRXQWVௐ5RPWHF
VௐSULFLQJ
PDWHULDOVௐKDYHௐEHHQௐXSORDGHGௐZLWKௐWKLVௐSURSRVDOௐUHVSRQVHௐZKLFKௐ GHWDLOVௐ5RPWHF
VௐSULFLQJௐIRUௐDOOௐSURGXFWVௐDQGௐVHUYLFHVௐSURSRVHGௐIRUௐ
WKLVௐVROLFLWDWLRQ
,Iௐ3URSRVHUௐLVௐLQFOXGLQJௐLQVWDOODWLRQௐVHUYLFHVௐZLWKLQௐLWVௐ SURSRVDOௐSOHDVHௐGHVFULEHௐKRZௐLQVWDOODWLRQௐVHUYLFHVௐZLOOௐEHௐ SULFHGௐLQFOXGLQJௐDSSOLFDEOHௐODERUௐUDWHVௐWKDWௐPD\ௐDSSO\ௐ +RZௐZLOOௐ3URSRVHUௐDGGUHVVௐDQ\ௐSUHYDLOLQJௐZDJHௐ
UHTXLUHPHQWVௐRIௐ3DUWLFLSDWLQJௐ(QWLWLHV"
5RPWHFௐLVௐSURSRVLQJௐQRWWRH[FHHGௐVTXDUHௐIRRWDJHௐLQVWDOODWLRQௐSULFLQJௐ IRUௐVSHFLILFௐ5RPWHFௐPRGHOௐFDWHJRULHVௐ
7UDGLWLRQDOௐDQGௐ$VSHQௐ
:DWHUOHVVௐ5HVWURRPVௐ6WDQGDUGௐ6LHUUDௐ3OXPEHGௐ0RGHOௐ5HVWURRPVௐ 6LHUUDௐ3OXPEHGௐ0RGHOௐ5HVWURRPVௐZLWKௐ2SWLRQVௐDQGௐ3DYLOLRQௐ0RGHOV ௐ
7KHௐVTXDUHௐIRRWDJHௐSULFHௐIRUௐLQVWDOODWLRQௐLQFOXGHVௐDOOௐLQVWDOODWLRQௐZRUNௐ ZLWKLQௐWKHௐIRRWSULQWௐRIௐWKHௐVWUXFWXUHௐ7KLVௐSULFLQJௐLVௐDSSOLFDEOHௐWRௐDOOௐ ORFDOLWLHVௐLQௐWKHௐ8QLWHGௐ6WDWHVௐDQGௐWKHௐSULFLQJௐSURSRVHGௐLVௐLQFOXVLYHௐ RIௐDOOௐSUHYDLOLQJௐZDJHௐUHTXLUHPHQWVௐ5RPWHFௐKDVௐIRXQGௐWKLVௐSULFLQJௐ PRGHOௐIRUௐLQVWDOODWLRQௐWRௐFRPSOLPHQWௐ5RPWHF
VௐIOH[LEOHௐDQGௐKLJKO\ௐ
FXVWRPL]DEOHௐPRGHOௐRIIHULQJௐIRUௐ6RXUFHZHOOௐSDUWLFLSDWLQJௐHQWLWLHVௐZKRௐ DUHௐDEOHௐWRௐSXUFKDVHௐWXUQNH\ௐVHUYLFHVௐIURPௐ5RPWHFௐXWLOL]LQJௐWKH 6RXUFHZHOOௐFRQWUDFWௐ,QௐPRVWௐFDVHVௐ5RPWHF
VௐTXRWHGௐLQVWDOODWLRQௐ
SULFLQJௐIRUௐ6RXUFHZHOOௐHQWLWLHVௐLVௐZHOOௐXQGHUௐWKHௐSURSRVHGௐQRWWR H[FHHGௐSULFLQJ
4XDQWLI\ௐWKHௐSULFLQJௐGLVFRXQWௐUHSUHVHQWHGௐE\ௐWKHௐSULFLQJௐ SURSRVDOௐLQௐWKLVௐUHVSRQVHௐ)RUௐH[DPSOHௐLIௐWKHௐSULFLQJௐLQௐ \RXUௐUHVSRQVHௐUHSUHVHQWVௐDௐSHUFHQWDJHௐGLVFRXQWௐIURPௐ
0653ௐRUௐOLVWௐVWDWHௐWKHௐSHUFHQWDJHௐRUௐSHUFHQWDJHௐUDQJH 5RPWHFௐLVௐSURSRVLQJௐDௐௐWRௐ6RXUFHZHOOௐSDUWLFLSDWLQJௐHQWLWLHVௐIURPௐ WKHௐ&DWDORJௐ3ULFH
'HVFULEHௐDQ\ௐTXDQWLW\ௐRUௐYROXPHௐGLVFRXQWVௐRUௐUHEDWHௐ SURJUDPVௐWKDWௐ\RXௐRIIHU
9ROXPHௐ'LVFRXQW
ௐ3XUFKDVHௐRIௐௐEXLOGLQJௐPRGHOVௐZLOOௐLQFUHDVHௐWKHௐ
EDVLFௐGLVFRXQWௐWRௐௐ7KHௐSXUFKDVHௐRIௐௐRUௐPRUHௐEXLOGLQJௐPRGHOV ZLOOௐLQFUHDVHௐWKHௐEDVLFௐGLVFRXQWௐWRௐௐ
1RWH
ௐ9ROXPHௐGLVFRXQWௐLVௐRQO\ௐDSSOLFDEOHௐWRௐWKHௐEXLOGLQJௐPRGHOV 5RPWHFௐRIIHUVௐQRௐUHEDWHௐSURJUDPV
3URSRVHௐDௐPHWKRGௐRIௐIDFLOLWDWLQJௐ³VRXUFHG´ௐSURGXFWVௐRUௐ UHODWHGௐVHUYLFHVௐZKLFKௐPD\ௐEHௐUHIHUUHGௐWRௐDVௐ³RSHQௐ
PDUNHW´ௐLWHPVௐRUௐQRQFRQWUDFWHGௐLWHPVௐ)RUௐH[DPSOHௐ\RXௐ PD\ௐVXSSO\ௐVXFKௐLWHPVௐ³DWௐFRVW´ௐRUௐ³DWௐFRVWௐSOXVௐDௐ
SHUFHQWDJH´ௐRUௐ\RXௐPD\ௐVXSSO\ௐDௐTXRWHௐIRUௐHDFKௐVXFKௐ
UHTXHVW
5RPWHF
VௐSURSRVHGௐPHWKRGௐRIௐIDFLOLWDWLQJௐVRXUFHGRSHQௐPDUNHWQRQ FRQWUDFWHGௐLWHPVௐSURGXFWVௐRUௐUHODWHGௐVHUYLFHVௐLVௐWRௐSURYLGHௐWKHௐ FXVWRPHUௐDௐTXRWHௐIRUௐWKHௐVSHFLILFௐLWHPVௐ$WௐWKHௐWLPHௐWKDWௐ5RPWHFௐ SURYLGHVௐDQௐLQWLDOௐTXRWHௐDQGௐSURSRVDOௐ5RPWHFௐFDQௐDQGௐGRHVௐSURYLGHௐ DௐVHSDUDWHௐOLQHௐLWHPௐIRUௐVXFKௐSURGXFWVௐRUௐVHUYLFHVௐ,IௐDௐSXUFKDVHௐ RUGHUௐKDVௐEHHQௐUHFHLYHGௐDOUHDG\ௐDௐFKDQJHௐRUGHUௐZRXOGௐEHௐLVVXHG ZLWKௐDௐTXRWHௐIRUௐWKHௐVRXUFHGௐLWHPVௐIRUௐWKHௐFXVWRPHUௐWRௐVLJQௐDQG DSSURYH
Bid Number: RFP 052725 Vendor Name: Romtec, Inc.
,GHQWLI\ௐDQ\ௐHOHPHQWௐRIௐWKHௐWRWDOௐFRVWௐRIௐDFTXLVLWLRQௐWKDWௐLV 127ௐLQFOXGHGௐLQௐWKHௐSULFLQJௐVXEPLWWHGௐZLWKௐ\RXUௐUHVSRQVHௐ 7KLVௐLQFOXGHVௐDOOௐDGGLWLRQDOௐFKDUJHVௐDVVRFLDWHGௐZLWKௐDௐ SXUFKDVHௐWKDWௐDUHௐQRWௐGLUHFWO\ௐLGHQWLILHGௐDVௐIUHLJKWௐRUௐ VKLSSLQJௐFKDUJHVௐ)RUௐH[DPSOHௐOLVWௐFRVWVௐIRUௐLWHPVௐOLNHௐSUH GHOLYHU\ௐLQVSHFWLRQௐLQVWDOODWLRQௐVHWௐXSௐPDQGDWRU\ௐWUDLQLQJௐ RUௐLQLWLDOௐLQVSHFWLRQௐ,GHQWLI\ௐDQ\ௐSDUWLHVௐWKDWௐLPSRVHௐVXFKௐ FRVWVௐDQGௐWKHLUௐUHODWLRQVKLSௐWRௐWKHௐ3URSRVHU
,QVWDOODWLRQௐ5HVSRQVLELOLWLHVௐ:KHQௐ5RPWHFௐ,Vௐ1RWௐWKHௐ,QVWDOOHUௐIRUௐDௐ 6RXUFHZHOOௐ(QWLW\ௐ3URMHFW
,Iௐ5RPWHFௐLVௐQRWௐFRQWUDFWHGௐDVௐWKHௐLQVWDOOHUௐIRUௐDௐ6RXUFHZHOOௐ(QWLW\ Vௐ
SURMHFWௐLQVWDOODWLRQௐVWRUDJHௐDQGௐRIIORDGLQJௐRIௐWKHௐ5RPWHFௐ%XLOGLQJௐ 0RGHOௐDUHௐQRWௐLQFOXGHGௐLQௐ5RPWHF¶VௐSURSRVDOௐRUௐTXRWHGௐSULFLQJ ,QௐVXFKௐFDVHVௐWKHௐVFRSHௐRIௐVXSSO\ௐDQGௐVHUYLFHVௐSURYLGHGௐE\ௐWKH WKLUGSDUW\ௐLQVWDOOHUௐW\SLFDOO\ௐLQFOXGHV
ௐ6LWHௐ3UHSDUDWLRQௐDQGௐ8WLOLW\ௐ:RUNௐ
ௐ6LWHௐJUDGLQJௐDQGௐH[FDYDWLRQௐIRUௐVWUXFWXUHV
ௐ%DFNILOOௐDQGRUௐVWUXFWXUDOௐEDFNILOO
$OOௐZRUNௐRXWVLGHௐWKHௐEXLOGLQJௐIRRWSULQWௐLQFOXGLQJௐEXWௐQRWௐOLPLWHGௐWR
ௐ$VSKDOWௐSDYLQJ
ௐ*XWWHUVௐDQGௐGRZQVSRXWV
ௐ%UDQFKௐFLUFXLWௐEUHDNHUV
ௐ%DFNIORZௐSUHYHQWLRQௐDQGௐGUDLQௐYDOYHV
ௐ/DQGVFDSLQJ
ௐ6LWHௐSODQV
ௐ*HRWHFKQLFDOௐUHSRUWV
ௐ6SHFLDOௐLQVSHFWLRQௐVHUYLFHV
ௐ5HFHLYLQJௐDQGௐ6WRUDJHௐRIௐ5RPWHFௐ%XLOGLQJௐ0DWHULDOVௐ
ௐ2IIORDGLQJ
ௐ7KHௐLQVWDOOHUௐLVௐUHVSRQVLEOHௐIRUௐDOOௐODERUௐDQGௐHTXLSPHQWௐ UHTXLUHGௐWRௐRIIORDGௐWKHௐEXLOGLQJௐSDFNDJHௐDWௐWKHௐSURMHFWௐVLWHௐ7KLVௐ LQFOXGHVௐSURYLGLQJௐDௐIRUNOLIWௐZLWKௐDWௐOHDVWௐௐOEௐOLIWLQJௐFDSDFLW\ௐDQGௐ ௐIWௐIRUNௐH[WHQVLRQVௐRUௐHTXLYDOHQWௐHTXLSPHQW
ௐ0DWHULDOௐ3URWHFWLRQ
ௐ7KHௐLQVWDOOHUௐLVௐUHVSRQVLEOHௐIRUௐSURWHFWLQJௐDOOௐ
GHOLYHUHGௐPDWHULDOVௐIURPௐZHDWKHUௐGDPDJHௐDQGௐWKHIW
1RWH
ௐ5RPWHFௐZLOOௐSURYLGHௐGHWDLOHGௐLQVWUXFWLRQVௐDQGௐUHFRPPHQGDWLRQVௐ IRUௐUHFHLYLQJௐDQGௐVWRULQJௐWKHௐEXLOGLQJௐPDWHULDOV
ௐ)RXQGDWLRQௐDQGௐ%XLOGLQJௐ3DFNDJHௐ,QVWDOODWLRQ
ௐ&RQVWUXFWLRQௐRIௐIRXQGDWLRQௐRUௐSDG
ௐ&RPSOHWHௐDVVHPEO\ௐDQGௐLQVWDOODWLRQௐRIௐWKHௐEXLOGLQJௐSDFNDJHௐ
LQFOXGLQJ
6WUXFWXUDOௐ,QVWDOODWLRQ
ௐ3OXPELQJௐURXJKLQௐDQGௐILQDOௐLQVWDOODWLRQ
ௐ(OHFWULFDOௐURXJKLQௐDQGௐILQDOௐLQVWDOODWLRQ
ௐ$OOௐRWKHUௐZRUNௐZLWKLQௐWKHௐEXLOGLQJௐIRRWSULQWௐDVௐUHTXLUHGௐE\ௐFRGHௐRUௐ ILQDOௐSODQVௐXQOHVVௐH[SOLFLWO\ௐVXSSOLHGௐRUௐSURYLGHGௐE\ௐ5RPWHF 7KHௐFRVWௐRIௐWKHVHௐVHUYLFHVௐZLOOௐEHௐERUQHௐE\ௐWKHௐWKLUGSDUW\ௐLQVWDOOHUௐ ,QVWDOODWLRQௐE\ௐDௐWKLUGௐSDUW\ௐLVௐJHQHUDOO\ௐSURFXUHGௐVHSDUDWHO\ௐE\ௐWKHௐ SURMHFWௐRZQHUௐWKURXJKௐDௐSXEOLFௐELGௐRUௐDQRWKHUௐSURFXUHPHQWௐPHWKRGௐ WKDWௐFRPSOLHVௐZLWKௐWKHௐRZQHU
VௐSURFXUHPHQWௐUHJXODWLRQVௐ7KLVௐZRUNௐLVௐ
W\SLFDOO\ௐDZDUGHGௐWRௐDௐOLFHQVHGௐ*HQHUDOௐ&RQWUDFWRU
5RPWHF¶Vௐ6DOHVௐ6HUYLFHௐDQGௐ&RQVWUXFWLRQௐ0DQDJHPHQWௐWHDPVௐZLOO FRRUGLQDWHௐZLWKௐWKHௐVHOHFWHGௐFRQWUDFWRUௐWKURXJKRXWௐWKHௐELGௐLQVWDOODWLRQௐ DQGௐILQDOௐFRPSOHWLRQௐSKDVHVௐRIௐWKHௐSURMHFWௐ5RPWHFௐLVௐFRPPLWWHGௐWRௐ VXSSRUWLQJௐWKHௐLQVWDOOHUௐWRௐHQVXUHௐWKHௐ6RXUFHZHOOௐ3DUWLFLSDWLQJௐ$JHQF\ௐ UHFHLYHVௐDௐKLJKTXDOLW\ௐFRPSOHWHGௐVWUXFWXUH
Bid Number: RFP 052725 Vendor Name: Romtec, Inc.
,IௐIUHLJKWௐGHOLYHU\ௐRUௐVKLSSLQJௐLVௐDQௐDGGLWLRQDOௐFRVWௐWRௐWKHௐ 6RXUFHZHOOௐSDUWLFLSDWLQJௐHQWLW\ௐGHVFULEHௐLQௐGHWDLOௐWKHௐ FRPSOHWHௐIUHLJKWௐVKLSSLQJௐDQGௐGHOLYHU\ௐSURJUDP
5RPWHF
VௐIUHLJKWௐLVௐ)2%ௐ5RVHEXUJௐ25ௐDQGௐLVௐSUHSDLGௐDQGௐDGGHGௐ WRௐWKHௐTXRWHSXUFKDVHௐRUGHUௐ'HOLYHU\ௐRIௐVKLSPHQWௐZLOOௐEHௐLQௐ DFFRUGDQFHௐZLWKௐDௐPXWXDOO\ௐDJUHHGௐXSRQௐWLPHOLQHௐDVௐVWDWHGௐLQௐ 5RPWHF
Vௐ1RWLFHௐWRௐ3URFHHGௐRQௐ3URGXFWLRQௐGRFXPHQW
6SHFLILFDOO\ௐGHVFULEHௐIUHLJKWௐVKLSSLQJௐDQGௐGHOLYHU\ௐWHUPVௐRUௐ SURJUDPVௐDYDLODEOHௐIRUௐ$ODVNDௐ+DZDLLௐ&DQDGDௐRUௐDQ\ௐ
RIIVKRUHௐGHOLYHU\
5RPWHFௐWHUPVௐIRUௐVKLSSLQJௐWRௐ$ODVNDௐ+DZDLLௐ&DQDGDௐDQGௐDQ\ௐ RIIVKRUHௐGHOLYHU\ௐLVௐ)2%ௐ3RUWௐRIௐ'HEDUNDWLRQௐIRUௐFDUJRௐVKLSVௐ)RUௐ PRVWௐSURMHFWௐRXWVLGHௐRIௐWKHௐFRQWLQHQWDOௐ8QLWHGௐ6WDWHVௐ5RPWHF V
VKLSPHQWௐVFRSHௐHQGVௐDWௐWKHௐ3RUW
'HVFULEHௐDQ\ௐXQLTXHௐGLVWULEXWLRQௐDQGRUௐGHOLYHU\ௐPHWKRGVௐRUௐ RSWLRQVௐRIIHUHGௐLQௐ\RXUௐSURSRVDO
5RPWHFௐVWUDWHJLFDOO\ௐXWLOL]HVௐGURSௐVKLSSLQJௐIURPௐDௐEURDGௐQHWZRUNௐRIௐ WUXVWHGௐYHQGRUVௐDFURVVௐWKHௐ8QLWHGௐ6WDWHVௐWRௐVLJQLILFDQWO\ௐUHGXFHௐ VKLSSLQJௐDQGௐORJLVWLFVௐFRVWVௐIRUௐ6RXUFHZHOOௐ3DUWLFLSDWLQJௐ(QWLWLHVௐ%\ௐ FRRUGLQDWLQJௐGLUHFWO\ௐZLWKௐYHQGRUVௐORFDWHGௐQHDUௐWKHௐSURMHFWௐVLWHௐ 5RPWHFௐFDQௐVRXUFHௐDQGௐGHOLYHUௐNH\ௐEXLOGLQJௐPDWHULDOVௐVXFKௐDVௐURRIௐ WUXVVௐV\VWHPVௐ&08ௐEORFNVௐDQGௐRWKHUௐODUJHௐRUௐKHDY\ௐFRPSRQHQWVௐ PRUHௐHIILFLHQWO\ௐDQGௐFRVWHIIHFWLYHO\
2XUௐSXUFKDVLQJௐDQGௐHVWLPDWLQJௐGHSDUWPHQWVௐDFWLYHO\ௐPDLQWDLQௐDQG H[SDQGௐWKLVௐYHQGRUௐQHWZRUNௐWRௐHQVXUHௐWKDWௐZHௐDUHௐFRQWLQXDOO\ௐRIIHULQJௐ WKHௐPRVWௐFRPSHWLWLYHௐSULFLQJௐIRUௐERWKௐPDWHULDOVௐDQGௐIUHLJKWௐ7KLVௐ ORFDOL]HGௐVRXUFLQJௐDSSURDFKௐPLQLPL]HVௐORQJGLVWDQFHௐKDXOLQJௐUHGXFHVௐ OHDGௐWLPHVௐDQGௐKHOSVௐDYRLGௐXQQHFHVVDU\ௐIUHLJKWௐFKDUJHVௐDOOௐRIௐZKLFKௐ FRQWULEXWHௐWRௐORZHUௐWRWDOௐSURMHFWௐFRVWVௐIRUௐ6RXUFHZHOOௐ(QWLWLHV ,QௐDGGLWLRQௐWRௐSURYLGLQJௐHFRQRPLFௐEHQHILWVௐWRௐRXUௐGLUHFWௐFXVWRPHUVௐ WKLVௐDSSURDFKௐDOVRௐSURPRWHVௐORFDOௐHFRQRPLFௐGHYHORSPHQWௐ%\ௐ VRXUFLQJௐIURPௐUHJLRQDOௐVXSSOLHUVௐ5RPWHFௐVXSSRUWVௐVPDOOௐDQGௐPHGLXP VL]HGௐEXVLQHVVHVௐLQௐWKHௐDUHDVௐZKHUHௐSURMHFWVௐDUHௐEHLQJௐFRQVWUXFWHGௐ 7KLVௐFUHDWHVௐDௐULSSOHௐHIIHFWௐRIௐYDOXHௐQRWௐMXVWௐIRUௐWKHௐ6RXUFHZHOOௐ PHPEHUௐEXWௐDOVRௐIRUௐWKHௐVXUURXQGLQJௐFRPPXQLW\
5RPWHFௐKDVௐVHHQௐWUHPHQGRXVௐJURZWKௐLQௐWKHௐXVHௐRIௐWKLVௐGURSௐ VKLSSLQJௐVWUDWHJ\ௐSDUWLFXODUO\ௐWKURXJKௐWKHௐVXFFHVVௐDQGௐH[SDQVLRQௐRIௐ RXUௐRIIHULQJVௐDVௐDௐ6RXUFHZHOODZDUGHGௐYHQGRUௐ$VௐPRUHௐFOLHQWVௐXWLOL]Hௐ 6RXUFHZHOOௐWRௐSURFXUHௐ5RPWHFௐVWUXFWXUHVௐRXUௐQHWZRUNௐRIௐORFDOௐ VXSSOLHUVௐFRQWLQXHVௐWRௐJURZௐIXUWKHUௐHQKDQFLQJௐRXUௐDELOLW\ௐWRௐGHOLYHUௐ YDOXHௐQDWLRQZLGH
7KLVௐVFDODEOHௐORJLVWLFVௐPRGHOௐKDVௐDOORZHGௐ5RPWHFௐWRௐHQWHUௐQHZௐ JHRJUDSKLFௐPDUNHWVௐUHGXFHௐFRVWVௐIRUௐFOLHQWVௐDFURVVௐGLYHUVHௐUHJLRQVௐ DQGௐLPSURYHௐWKHௐGHOLYHU\ௐWLPHOLQHௐIRUௐFRPSOH[ௐEXLOGLQJௐSDFNDJHVௐ7KHௐ HQGௐUHVXOWௐLVௐDௐZLQZLQௐVFHQDULR
ௐ6RXUFHZHOOௐ3DUWLFLSDWLQJௐ(QWLWLHVௐ
UHFHLYHௐH[FHSWLRQDOௐYDOXHௐSURMHFWVௐDUHௐFRPSOHWHGௐPRUHௐHIILFLHQWO\ௐDQGௐ ORFDOௐYHQGRUVௐEHQHILWௐIURPௐLQFUHDVHGௐEXVLQHVV
6SHFLILFDOO\ௐGHVFULEHௐDQ\ௐVHOIDXGLWௐSURFHVVௐRUௐSURJUDPௐWKDWௐ \RXௐSODQௐWRௐHPSOR\ௐWRௐYHULI\ௐFRPSOLDQFHௐZLWKௐ\RXUௐ
SURSRVHGௐDJUHHPHQWௐZLWKௐ6RXUFHZHOOௐ7KLVௐSURFHVVௐLQFOXGHVௐ HQVXULQJௐWKDWௐ6RXUFHZHOOௐSDUWLFLSDWLQJௐHQWLWLHVௐREWDLQௐWKHௐ SURSHUௐSULFLQJ
(YHU\ௐSURMHFWௐTXRWHGௐE\ௐWKHௐ5RPWHFௐ6DOHVௐ'HSDUWPHQWௐLVௐUHYLHZHG E\ௐ5RPWHF
Vௐ&RQWUDFWௐ$GPLQLVWUDWRUௐIRUௐFRPSOLDQFHௐ7KHௐ5RPWHFௐ
SURSRVDOௐDQGௐTXRWHௐLVௐUHYLHZHGௐIRUௐWKHௐSURSHUௐSHUFHQWDJHௐGLVFRXQWௐ DSSOLHGௐDVௐZHOOௐDVௐDௐGHWDLOHGௐUHYLHZௐRIௐWKHௐSULFLQJௐWRௐHQVXUHௐ FRPSOLDQFHௐ7KLVௐGRFXPHQWௐLVௐVDYHGௐWRௐ5RPWHF
VௐVHUYHUVௐDORQJௐZLWKௐ
HYHU\ௐTXRWHௐDQGௐFDQௐEHௐSURYLGHGௐWRௐWKHௐ6RXUFHZHOOௐ3DUWLFLSDWLQJௐ (QWLW\ௐXSRQௐUHTXHVWௐIRUௐWKHLUௐSURFXUHPHQWௐGHSDUWPHQWௐWRௐUHYLHZ
,Iௐ\RXௐDUHௐDZDUGHGௐDQௐDJUHHPHQWௐSURYLGHௐDௐIHZௐH[DPSOHVௐ RIௐLQWHUQDOௐPHWULFVௐWKDWௐZLOOௐEHௐWUDFNHGௐWRௐPHDVXUHௐZKHWKHUௐ \RXௐDUHௐKDYLQJௐVXFFHVVௐZLWKௐWKHௐDJUHHPHQW
,IௐDZDUGHGௐ5RPWHFௐZLOOௐXWLOL]HௐWKHௐPHWKRGRORJLHVௐZHௐKDYHௐGHYHORSHGௐ VLQFHௐEHLQJௐDZDUGHGௐWKHௐ507ௐ6RXUFHZHOOௐFRQWUDFWௐDQGௐ H[SDQGௐDQGௐGHYHORSௐWKHVHௐSURFHGXUHVௐ5RPWHF
Vௐ&RQWUDFWVௐ
$GPLQLVWUDWRUௐௐZLOOௐEHௐUHVSRQVLEOHௐIRUௐWUDFNLQJௐHDFKௐSXUFKDVHௐRUGHUௐ WKDWௐLVௐUHFHLYHGௐ7KLVௐLVௐDFFRPSOLVKHGௐWKURXJKௐWKHௐXWLOL]DWLRQௐRIௐ 5RPWHF
Vௐ&50ௐVRIWZDUHௐZKHUHௐDOOௐSURMHFWௐLQIRUPDWLRQௐUHVLGHVௐ:LWKLQௐ WKHௐVRIWZDUHௐWDVNVௐDUHௐVHWௐIRUௐHDFKௐSURMHFWௐWRௐWUDFNௐWKHௐSURJUHVVௐRIௐ GHOLYHUDEOHVௐSD\PHQWௐDQGௐLQYRLFLQJௐPLOHVWRQHVௐDQGௐXOWLPDWHO\ௐZKHQௐDௐ SURMHFWௐQHHGVௐWRௐEHௐUHSRUWHGௐWRௐ6RXUFHZHOOௐ5RPWHFௐKDVௐGHYHORSHGௐDௐ VRIWZDUHௐUHSRUWLQJௐV\VWHPௐZKLFKௐFDQௐSXOOௐWKHௐLQIRUPDWLRQௐIURPௐ 5RPWHF
Vௐ&50ௐDQGௐJHQHUDWHௐPRQWKO\ௐTXDUWHUO\ௐ\HDUO\ௐHWFௐRIௐVDOHVௐ PDGHௐWKURXJKௐWKHௐ6RXUFHZHOOௐFRQWUDFWௐ,QௐDGGLWLRQௐDOOௐGRFXPHQWVௐVXFKௐ DVௐ([FHOௐVSUHDGVKHHWVௐRIௐTXDUWHUO\ௐUHSRUWVௐDQGௐ3')VௐRIௐ3XUFKDVH 2UGHUVௐDUHௐVWRUHGௐDQGௐEDFNHGௐXSௐRQௐ5RPWHF
VௐRZQௐVHUYHUVௐ7KHௐ
DELOLW\ௐWRௐFURVVௐUHIHUHQFHௐWKLVௐLQIRUPDWLRQௐSURYLGHVௐ5RPWHFௐZLWKௐ YDOXDEOHௐLQIRUPDWLRQௐDQGௐPHDVXUHௐRXUௐVXFFHVVௐZLWKௐWKHௐ6RXUFHZHOOௐ DJUHHPHQW
Bid Number: RFP 052725 Vendor Name: Romtec, Inc.
3URYLGHௐDௐSURSRVHGௐ$GPLQLVWUDWLRQௐ)HHௐSD\DEOHௐWRௐ
6RXUFHZHOOௐ7KHௐ)HHௐLVௐLQௐFRQVLGHUDWLRQௐIRUௐWKHௐVXSSRUWௐ DQGௐVHUYLFHVௐSURYLGHGௐE\ௐ6RXUFHZHOOௐ7KHௐSURSRVHௐDQௐ
$GPLQLVWUDWLYHௐ)HHௐZLOOௐEHௐSD\DEOHௐWRௐ6RXUFHZHOOௐRQௐDOOௐ FRPSOHWHGௐWUDQVDFWLRQVௐWRௐ3DUWLFLSDWLQJௐ(QWLWLHVௐXWLOL]LQJௐWKLV $JUHHPHQWௐ7KHௐ$GPLQLVWUDWLYHௐ)HHௐZLOOௐEHௐFDOFXODWHGௐDVௐDௐ VWDWHGௐSHUFHQWDJHௐRUௐIODWௐIHHௐDVௐPD\ௐEHௐDSSOLFDEOHௐRIௐDOOௐ FRPSOHWHGௐWUDQVDFWLRQVௐXWLOL]LQJௐWKLVௐ0DVWHUௐ$JUHHPHQWௐ ZLWKLQௐWKHௐSUHFHGLQJௐ5HSRUWLQJௐ3HULRGௐGHILQHGௐLQௐWKHௐ
DJUHHPHQW
5RPWHFௐSURSRVHVௐDQGௐ$GPLQLVWUDWLRQௐ)HHௐRIௐௐSD\DEOHௐWRௐ 6RXUFHZHOOௐRQௐDOOௐFRPSOHWHGௐWUDQVDFWLRQVௐWRௐ3DUWLFLSDWLQJௐ(QWLWLHVௐ XWLOL]LQJௐWKLVௐ$JUHHPHQW
7DEOH
3ULFLQJ2IIHUHG
/LQH
,WHP 7KH3ULFLQJ2IIHUHGLQWKLV3URSRVDOLV
&RPPHQWV
7KHSULFLQJRIIHUHGLVDVJRRGDVRUEHWWHUWKDQSULFLQJW\SLFDOO\RIIHUHGWKURXJKH[LVWLQJFRRSHUDWLYHFRQWUDFWVVWDWH FRQWUDFWVRUDJHQFLHV
5RPWHF
VௐSULFLQJௐRIIHUHGௐLVௐ
DVௐJRRGௐDVௐRUௐEHWWHUௐWKDQௐ
SULFLQJௐW\SLFDOO\ௐRIIHUHGௐ
WKURXJKௐH[LVWLQJௐFRRSHUDWLYHௐ
FRQWUDFWVௐVWDWHௐFRQWUDFWVௐRUௐ
DJHQFLHV
7DEOH$
'HSWKDQG%UHDGWKRI2IIHUHG6ROXWLRQV
3RLQWV
/LQH
,WHP 4XHVWLRQ 5HVSRQVH
3URYLGHௐDௐGHWDLOHGௐGHVFULSWLRQௐRIௐDOOௐWKHௐ
6ROXWLRQVௐRIIHUHGௐLQFOXGLQJௐXVHGௐRIIHUHGௐLQௐ
WKHௐSURSRVDO
667ௐ:$7(5/(66ௐ5(6752206
5RPWHFௐRIIHUVௐWKUHHௐVW\OHVௐRIௐZDWHUOHVVௐUHVWURRPVௐ7KHUHௐLVௐWKHௐ2ULJLQDOௐWKHௐ 7UDGLWLRQDOௐDQGௐWKHௐ$VSHQௐ7KHௐ2ULJLQDOௐ:DWHUOHVVௐ5HVWURRPௐZDVௐ5RPWHF¶VௐYHU\ௐILUVWௐ SURGXFWௐ,WௐLVௐDௐVLQJOHௐXVHUௐIDFLOLW\ௐSUHIDEULFDWHGௐRXWௐRIௐOLJKWௐDQGௐGXUDEOHௐSRO\HWK\OHQHௐ DQGௐGHOLYHUHGௐRQVLWHௐUHDG\ௐIRUௐLQVWDOODWLRQௐ7KHௐ7UDGLWLRQDOௐVW\OHVௐDUHௐDYDLODEOHௐZLWKௐ RQHௐRUௐWZRௐVLQJOHXVHU
UHVWURRPVௐ7KHௐ7UDGLWLRQDOௐ:DWHUOHVVௐ5HVWURRPௐIDFLOLWLHVௐDUHௐDOVRௐSUHIDEULFDWHGௐ VWUXFWXUHVௐDQGௐLQFOXGHௐRSWLRQVௐIRUௐVLGLQJௐSDFNDJHVௐSLWFKHGௐJDEOHௐURRIVௐSRUFKHVௐ SULYDF\ௐZDOOVௐDQGௐPRUHௐ7KHௐ$VSHQௐ%XLOGLQJௐ0RGHOVௐDUHௐFRQVWUXFWHGௐSULPDULO\ௐRIௐ FRQFUHWHௐPDVRQU\ௐEORFNௐ7KHVHௐPRGHOVௐDUHௐDYDLODEOHௐZLWKௐRQHௐWRௐVL[ௐSULYDWHௐUHVWURRPௐ FRQILJXUDWLRQVௐ7KHௐ$VSHQௐEXLOGLQJVௐLQFOXGHௐWKHௐHQWLUHௐDUUD\ௐRIௐ5RPWHFௐGHVLJQௐRSWLRQVௐ IURPௐVLGLQJௐSDFNDJHVௐWRௐVN\OLJKWVௐDQGௐPRUHௐ$OOௐRIௐWKHௐ667ௐZDWHUOHVVௐUHVWURRPVௐ FRPHௐZLWKௐJDOORQௐRUௐJDOORQௐSRO\HWK\OHQHௐYDXOWV ௐRQHௐSHUௐWRLOHWௐULVHUௐ7KH
ODUJHUௐYDXOWVௐFDQௐKDQGOHௐDSSUR[LPDWHO\ௐௐXVHVௐEHIRUHௐWKH\ௐQHHGௐWRௐEHௐSXPSHG DQGௐFOHDQHGௐ5RPWHFௐQDPHGௐLWVௐZDWHUOHVVௐWRLOHWVௐWKHௐ667ௐIDFLOLWLHVௐEHFDXVHௐWKH\ DUHௐGHVLJQHGௐZLWKௐ5RPWHF¶VௐRZQௐ6ZHHWௐ6PHOOLQJௐ7HFKQRORJ\ௐ7KHௐ667ௐGHVLJQ XWLOL]HVௐQDWXUDOௐDLUௐSUHVVXUHௐDQGௐSUHYDLOLQJௐZLQGVௐWRௐYHQWௐRGRUVௐWKURXJKௐWKHௐYHQWௐVWDFN DQGௐDZD\ௐIURPௐWKHௐEXLOGLQJௐWRௐFUHDWHௐDௐPRUHௐFRPIRUWDEOHௐDWPRVSKHUHௐ$ௐYHQWௐVFUHHQ RSWLRQௐLVௐDOVRௐDYDLODEOHௐWRௐSURWHFWௐZLOGOLIHௐIURPௐEHFRPLQJௐWUDSSHGௐLQௐWKHௐYHQW 6,(55$ௐ02'(/6ௐ
&RQYHQWLRQDOௐ5HVWURRPVௐ5HVWURRP&RQFHVVLRQVௐ5HVWURRP 6KRZHUV
ௐ
5RPWHFௐ6LHUUDௐ0RGHOௐ5HVWURRPVௐ5HVWURRP&RQFHVVLRQVௐDQGௐ5HVWURRPௐ6KRZHU VWUXFWXUHVௐDUHௐDOOௐGHVLJQHGௐLQKRXVHௐWRௐPHHWௐWKHௐH[DFWௐQHHGVௐRIௐHDFKௐSURMHFWௐIRUௐ 6RXUFHZHOOௐ(QWLWLHVௐLQௐDOOௐௐVWDWHVௐ5RPWHF¶Vௐ6LHUUDௐ5HVWURRPௐ0RGHOVௐSURYLGHௐSXEOLFௐ IDFLOLWLHVௐWKDWௐUDQJHௐIURPௐVLPSOHௐRQHURRPௐVWUXFWXUHVௐWRௐODUJHௐPXOWLXVHUௐEXLOGLQJVௐZLWKௐ VWRUDJHௐVSDFHௐ5RPWHF¶Vௐ6LHUUDௐ5HVWURRP&RQFHVVLRQௐ0RGHOVௐDUHௐGLYHUVHௐVWUXFWXUHVௐ WKDWௐPDNHௐJUHDWௐDGGLWLRQVௐWRௐDQ\ௐUHFUHDWLRQௐIDFLOLW\ௐ7KHௐ5HVWURRP&RQFHVVLRQௐEXLOGLQJௐ FDQௐEHௐFRQILJXUHGௐZLWKௐDௐWLFNHWௐZLQGRZௐIRRGௐSUHSDUDWLRQௐVSDFHௐRIILFHௐVSDFHௐH[WUDௐ VWRUDJHௐDQGௐPRUHௐ
5RPWHF¶Vௐ6LHUUDௐ5HVWURRP6KRZHUௐ0RGHOVௐDUHௐGHVLJQHGௐZLWKௐDௐZLGHௐUDQJHௐRIௐ VWDQGDUGௐOD\RXWVௐ)DFLOLWLHVௐFDQௐEHௐSURYLGHGௐDVௐVHSDUDWHௐRUௐFRPELQHGௐUHVWURRPௐDQGௐ VKRZHUௐIDFLOLWLHVௐDQGௐFDQௐUDQJHௐLQௐVL]HௐIURPௐVLQJOHRFFXSDQWௐEXLOGLQJVௐDOOௐWKHௐZD\ௐXSௐ WRௐODUJHௐPXOWLXVHUௐEXLOGLQJVௐDQGௐFDQௐLQFOXGHௐFKDQJLQJௐURRPVௐZDVKLQJௐPDFKLQHGU\HUௐ URRPVௐVWRUDJHௐVSDFHVௐRUௐRWKHUௐPXOWLSXUSRVHௐVSDFHVௐ
3$9,/,216ௐ$1'ௐ6+(/7(56ௐ02'(/6
5RPWHFௐSURYLGHVௐSDYLOLRQVௐLQௐWKUHHௐW\SHVௐRIௐPDWHULDOV
ௐORJVௐVWHHOௐDQGௐGLPHQVLRQDO
WLPEHUௐ:LWKௐWKHVHௐIHDWXUHVௐWKHUHௐDUHௐPDQ\ௐGHVLJQௐHOHPHQWVௐWKDWௐFDQௐEHௐLQFOXGHG VXFKௐDVௐFROXPQௐZUDSVௐZLWKௐVWRQHௐRUௐRWKHUௐVLGLQJௐRSWLRQVௐ5RPWHFௐRIIHUVௐIRXUௐPRGHOV RIௐKDQGFUDIWHGௐORJௐSDYLOLRQVௐUDQJLQJௐLQௐVWDQGDUGௐVL]HVௐIURPௐ¶ௐ[ௐ¶ௐXSௐWRௐ¶ௐ[ ¶ 7KHVH KDQGFUDIWHG ORJௐSDYLOLRQV DUH GHVLJQHG DQG EXLOW WR ODVW (DFK ORJௐFROXPQ Bid Number: RFP 052725 Vendor Name: Romtec, Inc.
SRVW LV RYHU ´ LQ GLDPHWHU ZKLOH UDIWHUV DUH DW OHDVW ´ WR SUHVHUYH VWUHQJWK DQG UHGXFHௐZHLJKWௐ5RPWHF¶VௐRSHQௐVWHHOௐIUDPHௐSDYLOLRQVௐDUHௐGXUDEOHௐDQGௐFRQWHPSRUDU\ VWUXFWXUHVௐWKDWௐPDNHௐDௐSHUIHFWௐIHDWXUHௐIRUௐDௐSDUNௐVSRUWVௐFRPSOH[ௐRUௐUHFUHDWLRQௐVLWH 5RPWHF
VௐVWHHOௐSDYLOLRQVௐUDQJHௐLQௐVL]HௐIURPௐ¶ௐ[ௐ¶ௐXSௐWRௐ¶ௐ[ௐ¶ௐ7KLV FDWHJRU\ௐDOVRௐLQFOXGHVௐ5RPWHF¶VௐௐௐDQGௐௐSRVWௐVWHHOௐVKHOWHUVௐ2XUௐVKHOWHUVௐDUH YHUVDWLOHௐVWUXFWXUHVௐVXLWDEOHௐIRUௐPDQ\ௐDSSOLFDWLRQVௐVXFKௐDVௐFRQWUROௐVKHOWHUVௐRU WUDQVSRUWDWLRQௐVWRSVௐ5RPWHF¶VௐGLPHQVLRQDOௐOXPEHUௐZRRGௐSDYLOLRQVௐDUHௐFRQVWUXFWHGௐRIௐ URXJKVDZQௐ'RXJ)LUௐIRUௐDQௐH\HFDWFKLQJௐDSSHDUDQFHௐZLWKௐVWUHQJWKௐYHUVDWLOLW\ௐDQG GXUDELOLW\ௐ7KHVHௐSDYLOLRQVௐUDQJHௐLQௐVL]HௐIURPௐ¶ௐ[ௐ¶ௐXSௐWRௐ¶ௐ[ௐ¶ௐௐ 87,/,7<ௐ%8,/',1*ௐ02'(/6
5RPWHF
Vௐ8WLOLW\ௐ%XLOGLQJௐ0RGHOௐRIIHULQJௐIXOILOOௐYHU\ௐGLIIHUHQWௐIXQFWLRQVௐGHSHQGLQJௐRQௐWKHௐ QHHGVௐRIௐWKHௐ6RXUFHZHOOௐ(QWLW\
VௐVSHFLILFௐXVHFDVHௐ7KHVHௐVWUXFWXUHVௐFDQௐEHௐGHVLJQHGௐ
DVௐVLPSOHௐVWRUDJHௐVWUXFWXUHVௐIRUௐKRXVLQJௐPDLQWHQDQFHௐHTXLSPHQWௐWRௐODUJHௐVWUXFWXUHVௐ GHVLJQHGௐWRௐKRXVHௐSXPSLQJௐV\VWHPVௐRUௐRWKHUௐFRPSOH[ௐHOHFWULFDOௐRUௐSOXPELQJௐ HTXLSPHQWௐ7KHVHௐVWUXFWXUHVௐDUHௐRIWHQௐVROGௐDVௐDௐKRXVLQJௐVWUXFWXUHௐIRUௐ5RPWHF VௐZDWHUௐ
SXPSLQJௐV\VWHPVௐ
GHVFULEHGௐEHORZ
ௐௐ
6,'(:$/.ௐ5(6752206ௐௐ
$ௐPRGHUQௐXUEDQௐGHVLJQௐZLWKௐDQௐDOOௐPHWDOௐH[WHULRUௐDQGௐORXYHUHGௐYHQWVௐDOOௐDURXQGௐWKHௐ VWUXFWXUHௐIRUௐKHDY\ௐYHQWLODWLRQௐ7KLVௐORZFRVWௐSUHIDEULFDWHGௐUHVWURRPௐWKDWௐFDQௐEHௐ FXVWRPL]HGௐWRௐPDWFKௐORFDOௐXUEDQௐVFDSHௐ(DV\ௐWRௐLQVWDOOௐDQGௐPDLQWDLQௐZLWKௐLQQRYDWLYHௐ GHVLJQௐHOHPHQWVௐWKDWௐGLVFRXUDJHௐYDQGDOLVPௐFULPHௐDQGௐPLVXVHௐPDNLQJௐWKLVௐVWUXFWXUHௐ DௐVDIHUௐPRUHௐGXUDEOHௐRSWLRQௐIRUௐXUEDQௐDUHDVௐ7KHVHௐVWUXFWXUHVௐFRPHௐLQௐௐDQGௐௐXVHUௐ FRQILJXUDWLRQV
$&&(6625,(6ௐ
5RPWHFௐRIIHUVௐUHVWURRPௐUHODWHGௐSURGXFWVௐPRVWௐVSHFLILFDOO\ௐZDWHUOHVVௐUHVWURRPௐUHODWHGௐ FRPSRQHQWVௐWKDWௐFDQௐEHௐSXUFKDVHGௐRXWVLGHௐRIௐ5RPWHF
Vௐ%XLOGLQJௐ0RGHOௐSURGXFWVௐ
7KHVHௐSURGXFWVௐDUHௐW\SLFDOO\ௐSXUFKDVHGௐDVௐUHSODFHPHQWௐSDUWVௐIRUௐ5RPWHFௐRUௐQRQ 5RPWHFௐZDWHUOHVVௐUHVWURRPௐEXLOGLQJVௐRUௐDVௐDௐSDFNDJHௐRIௐFRPSRQHQWVௐIRUௐWKHௐ FRQVWUXFWLRQௐRIௐDௐQHZௐQRQ5RPWHFௐZDWHUOHVVௐUHVWURRPௐ$FFHVVRU\ௐLWHPVௐLQFOXGHௐLWHPVௐ VXFKௐDVௐWKHௐ7RLOHWௐ5LVHUௐௐJDOORQௐYDXOWௐWDQNVௐYHQWௐSLSHVௐHWFௐ %8,/',1*ௐ02'(/ௐ237,216ௐௐ
7KHVHௐDUHௐSURGXFWVௐDUHௐRQO\ௐDYDLODEOHௐWRௐEHௐSXUFKDVHGௐLQDGGLWLRQௐWRௐ5RPWHF Vௐ
%XLOGLQJௐ0RGHOௐSURGXFWVௐ5RPWHF
Vௐ%XLOGLQJௐ0RGHOௐ2SWLRQVௐUHSUHVHQWௐDௐZLGHௐYDULHW\ௐ
RIௐSURGXFWௐW\SHVௐWKDWௐDUHௐLQWHQGHGௐWRௐHQKDQFHௐ5RPWHF
Vௐ%XLOGLQJௐ0RGHOௐSURGXFWVௐ
5RRIௐV\VWHPௐRSWLRQVௐURRILQJௐPDWHULDOVௐURRIௐH[WHQVLRQVௐVLGLQJௐSDFNDJHVௐWRLOHWௐ RSWLRQVௐ+9$&ௐV\VWHPVௐGULQNLQJௐIRXQWDLQௐRSWLRQVௐDQGௐOLJKWLQJௐRSWLRQVௐDUHௐMXVWௐDௐIHZௐ RIௐWKHௐSURGXFWVௐRIIHUHGௐXQGHUௐWKLVௐFDWHJRU\
3803,1*ௐ6<67(06ௐ
6WRUPZDWHUௐ:DVWHZDWHUௐ/LIWௐ6WDWLRQVௐ%RRVWHUௐ3XPSௐ6WDWLRQVௐ &OHDQௐ:DWHUௐ3XPSLQJௐ,QGXVWULDOௐ3XPSLQJௐ,UULJDWLRQௐ6\VWHPV ௐ
5RPWHFௐGHVLJQVௐPDQXIDFWXUHVௐVXSSOLHVௐDQGௐLQVWDOOVௐSXPSௐVWDWLRQVௐIRUௐDQ\ௐW\SHௐRIௐ ZDWHUௐLQௐPXFKௐWKHௐVDPHௐPDQQHUௐDVௐRXUௐSUHHQJLQHHUHGௐVWUXFWXUHVௐ7KHVHௐSXPSLQJௐ V\VWHPVௐLQFOXGHௐDSSOLFDWLRQVௐIRUௐ:DVWHZDWHUௐ6WRUPZDWHUௐ,QGXVWULDOௐ:DWHUௐ&OHDQௐ:DWHU 3RWDEOHௐ:DWHUௐDQGௐRWKHUௐXVHௐFDVHVௐ6RXUFHZHOOௐ(QWLWLHVௐJHWௐWKHௐFRPSOHWHௐSDFNDJHௐ SXPSௐVWDWLRQௐIURPௐGHVLJQௐWRௐVWDUWXSௐIRUௐDQ\ௐSXPSLQJௐVFHQDULRௐ5RPWHFௐSURYLGHVௐ FRPSOHWHௐSODQVௐHQJLQHHULQJௐPDQXIDFWXUHௐDQGௐGHOLYHU\ௐDQGௐVWDUWXSௐWHVWLQJௐDQGௐ ZDUUDQW\ௐVHUYLFHVௐIRUௐWKHVHௐSXPSLQJௐV\VWHPVௐ
,167$//$7,21ௐ
5RPWHFௐRIIHUVௐLQVWDOODWLRQௐVHUYLFHVௐIRUௐDOOௐRIௐRXUௐ%XLOGLQJௐ0RGHOVௐDQGௐUHODWHGௐ%XLOGLQJௐ 0RGHOௐ2SWLRQVௐ7KHௐGHWDLOVௐRIௐWKLVௐVHUYLFHௐDUHௐGHVFULEHGௐEHORZௐLQௐ/LQHVௐௐ '(6,*1%8,/'ௐ6(59,&(6ௐ
'HVLJQ%XLOGௐ6HUYLFHVௐDUHௐSURYLGHGௐRQௐDௐFDVHE\FDVHௐEDVLVௐIRUௐSURMHFWVௐLQௐZKLFKௐ ERWKௐWKHௐ6285&:(//Oௐ(QWLW\ௐDQGௐ5RPWHFௐPXWXDOO\ௐDJUHHௐWKDWௐ5RPWHFௐZLOOௐEHௐWKHௐ EHVWௐILWௐIRUௐVXFKௐDௐVROXWLRQௐ5RPWHF
Vௐ%XLOGLQJௐ0RGHOௐ%XLOGLQJௐ0RGHOௐ2SWLRQVௐDQGௐ
,QVWDOODWLRQௐ6HUYLFHVௐDVௐGHILQHGௐLQௐWKLVௐGRFXPHQWௐDQGௐLQௐ5RPWHF VௐVWDQGDUGௐ6FRSHௐRIௐ
'HVLJQௐ6XSSO\ௐDQGௐ,QVWDOODWLRQௐGRFXPHQWVௐZLOOௐSULFHGௐDQGௐGLVFRXQWHGௐSHUௐ5RPWHF Vௐ
6RXUFHZHOOௐSULFLQJௐIRUௐ'HVLJQ%XLOGௐ3URMHFWVௐ+RZHYHUௐVHUYLFHVௐWKDWௐIDOOௐRXWVLGHௐRIௐ 5RPWHF
VௐW\SLFDOௐVFRSHௐPD\ௐEHௐLQFOXGHGௐLQௐ'HVLJQ%XLOGௐSURMHFWVௐDVௐUHTXHVWHGௐE\ௐWKHௐ FXVWRPHUௐ7KHVHௐVHUYLFHVௐPD\ௐLQFOXGH
ௐ6LWHௐ9LVLWVௐ'RPHVWLFௐ:DWHUௐDQGௐ6HZHUௐ
6HUYLFHௐVWXGLHVௐ&LYLOௐ3ODQVௐDQGௐ(QJLQHHULQJௐ
VLWHௐSODQௐJUDGLQJௐSODQVௐXWLOLW\ௐSODQVௐ
+\GURORJ\ௐDQGௐ+\GURORJLFDOௐ5HSRUWVௐௐHWF
ௐ$OOௐRIௐ5RPWHF
VௐVFRSHௐDQGௐH[FOXVLRQVௐZLOOௐ
EHௐGHWDLOHGௐLQௐ5RPWHF
Vௐ'HVLJQ%XLOGௐSURSRVDOௐWRௐWKHௐ6285&(:(//ௐ(QWLW\ௐ5RPWHFௐ GRHV QRWௐSURYLGH 'HVLJQ%XLOG VHUYLFHV H[FOXVLYH RI D 5RPWHF %XLOGLQJௐ0RGHO
Bid Number: RFP 052725 Vendor Name: Romtec, Inc.
SXUFKDVH IRU 6RXUFHZHOO (QWLWLHV
:KDWௐOHYHOVௐRIௐVHUYLFHௐ
PDWHULDOௐRQO\ௐWXUQNH\ௐ
RWKHU
ௐDUHௐEHLQJௐSURSRVHG"
5RPWHFௐLVௐSURSRVLQJௐERWKௐPDWHULDOௐRQO\ௐZKLFKௐ5RPWHFௐUHIHUVௐWRௐDVௐRXUௐ'HVLJQௐ ௐ 6XSSO\ௐSDFNDJHௐDVௐZHOOௐDVௐ7XUQNH\ௐZKLFKௐLQFOXGHVௐRXUௐ'HVLJQௐ ௐ6XSSO\ௐSDFNDJHௐ DQGௐ,QVWDOODWLRQ
'RHVௐWKHௐUHVSRQVHௐLQFOXGHௐLQVWDOODWLRQௐ
VHUYLFHV"
<HVௐ5RPWHFௐLVௐSURSRVLQJௐLQVWDOODWLRQௐVHUYLFHVௐIRUௐWKLVௐVROLFLWDWLRQ
,IௐWKHௐDQVZHUௐWRௐ/LQHௐௐ
HGLWHG
ௐDERYHௐLVௐ
<HVௐGHVFULEHௐLQௐGHWDLOௐWKHௐIROORZLQJௐHOHPHQWVௐ
/LQHVௐௐHGLWHG
ௐRIௐLQVWDOODWLRQௐVHUYLFHV
,167$//$7,21ௐ6(59,&(6ௐ
,QVWDOODWLRQௐ6HUYLFHVௐIRUௐ5RPWHFௐ%XLOGLQJௐ0RGHOVௐ5RPWHF¶VௐSULQFLSDOௐFRQWDFWௐIRUௐDOOௐ SURMHFWVௐLVௐWKHௐ5RPWHFௐ&RQVWUXFWLRQௐ0DQDJHPHQWௐ'HSDUWPHQWௐ$OOௐFRPPXQLFDWLRQௐRQௐ WKHௐSURMHFWௐVKDOOௐJRௐWKURXJKௐWKHௐ5RPWHFௐRIILFH
5RPWHFௐFRQWDFWVௐLQFOXGH
&RQVWUXFWLRQௐ0DQDJHPHQW
ௐ'DYLGௐ6PLWKௐ
&RQVWUXFWLRQௐ)RUHPDQ
ௐ.HQௐ3HUU\
$FFRXQWLQJ
ௐ'D\QDௐ/HZLV
6KLSSLQJ'LVSDWFK
ௐ/LQGVH\ௐ%RJDQ
5RPWHFௐ,QFௐ&RQVWUXFWLRQௐ0DQDJHPHQWௐ'HSW
ௐ1RUWKௐ%DQNௐ5RDGௐ5RVHEXUJௐ25ௐ
ௐ)D[
ௐ
ௐ(PDLO
ௐGVPLWK#URPWHFFRP
5207(&ௐ(03/2<((6ௐ$1'ௐ75$'(ௐ68%&2175$&7256
5RPWHFௐVKDOOௐEHௐUHVSRQVLEOHௐIRUௐLWVௐHPSOR\HHVௐDQGௐDQ\ௐRWKHUௐ7UDGHௐ6XEFRQWUDFWRUV
LHௐSOXPELQJௐHOHFWULFDO
ௐZRUNLQJௐRQௐWKHௐSURMHFWௐ7KHௐZRUNௐRIௐDOOௐSHUVRQVௐHPSOR\HG E\ௐ5RPWHFௐDQGௐ7UDGHௐ6XEFRQWUDFWRUVௐVKDOOௐEHௐWKHௐUHVSRQVLELOLW\ௐRIௐ5RPWHF $GKHUHQFHௐWRௐIHGHUDOௐVWDWHௐDQGௐORFDOௐHPSOR\PHQWௐDQGௐVDIHW\ௐODZVௐE\ௐDOOௐVXFK SHUVRQVௐLVௐ5RPWHF
VௐUHVSRQVLELOLW\
5207(&ௐ6&+('8/(6ௐ$1'ௐ6&23(ௐ2)ௐ:25.
7KHௐDJUHHPHQWௐEHWZHHQௐ5RPWHFௐDQGௐRXUௐ6285&(:(//ௐFXVWRPHUVௐLVௐFRQWDLQHGௐLQ WKHௐ5RPWHFௐ3URSRVDO3XUFKDVHௐ2UGHUௐ'RFXPHQW
ௐ)LQDOௐ3ODQVௐDQGௐ0DWHULDOVௐ
6SHFLILFDWLRQ
ௐDQGௐWKHௐ6285&(:(//ௐ$JUHHPHQWௐ$Q\ௐRWKHUௐDJUHHPHQWVௐGRFXPHQWVௐ RUௐUHTXLUHPHQWVௐZLOOௐEHௐQHJRWLDWHGௐRQௐDௐFDVHE\FDVHௐEDVLV 6,7(ௐ,163(&7,21
5RPWHFௐVKDOOௐEHௐUHVSRQVLEOHௐIRUௐNQRZLQJௐWKHௐFRQGLWLRQVௐDWௐWKHௐFRQVWUXFWLRQௐVLWH 2ZQHUௐFDQௐSURYLGHௐLQIRUPDWLRQௐDERXWௐWKHௐVLWHௐEXWௐILUVWKDQGௐLQVSHFWLRQௐRIௐWKHௐVLWHௐE\ 5RPWHFௐDQGௐ7UDGHௐ6XEFRQWUDFWRU
V
ௐLVௐKLJKO\ௐUHFRPPHQGHG
:25.ௐ6&+('8/(
5RPWHFௐZLOOௐVSHFLI\ௐGD\VௐRIௐWKHௐZHHNௐWRௐEHௐZRUNHGௐ
LHௐ0RQGD\ௐWKURXJKௐ)ULGD\
HWF
ௐ7KLVௐZLOOௐFRPSO\ௐZLOOௐDOOௐIHGHUDOௐUHJXODWLRQௐDVௐZHOOௐDVௐORFDOௐRUௐMREௐVSHFLILF UHTXLUHPHQWVௐ$Q\ௐUHTXHVWௐWRௐZRUNௐRQௐZHHNHQGVௐRUௐKROLGD\VௐZLOOௐEHௐUHTXHVWHGௐLQ ZULWLQJௐWKURXJKௐWKHௐFXVWRPHU
&216758&7,21ௐ,163(&7,216
$WௐWKHௐWLPHௐRIௐLVVXDQFHௐRIௐWKHௐEXLOGLQJௐSHUPLWௐ5RPWHFௐVKDOOௐUHFHLYHௐIURPௐ%XLOGLQJ 'HSDUWPHQWௐWKHௐOLVWௐRIௐUHTXLUHGௐEXLOGLQJௐLQVSHFWLRQVௐ5RPWHFௐVKDOOௐQRWLI\ௐ%XLOGLQJ 'HSDUWPHQWௐௐKRXUVௐEHIRUHௐDQWLFLSDWHGௐLQVSHFWLRQVௐRUௐDVௐUHTXLUHGௐ$WௐHDFK LQVSHFWLRQௐ5RPWHFௐVKDOOௐUHFHLYHௐZULWWHQௐDSSURYDOௐRIௐWKHௐZRUNௐFRPSOHWHGௐ,IௐDQ\ௐSDUW RIௐWKHௐLQVSHFWHGௐZRUNௐGRHVௐQRWௐSDVVௐLQVSHFWLRQௐ5RPWHFௐVKDOOௐUHFHLYHௐZULWWHQ H[SODQDWLRQௐRIௐZKDWௐSDUW
V
ௐRIௐWKHௐZRUNௐLVDUHௐGHILFLHQWௐDQGௐVSHFLILFௐZULWWHQௐLQVWUXFWLRQV RQௐZKDWௐLVௐUHTXLUHGௐWRௐFRUUHFWௐWKHௐGHILFLHQF\
&216758&7,21ௐ72ௐ&21)250ௐ72ௐ3/$16ௐ63(&,),&$7,216ௐ6&23(ௐ2)ௐ:25. 7KHௐ5RPWHFௐ3URSRVDO3XUFKDVHௐ2UGHU
ௐ)LQDOௐ6HDOHGௐ3ODQVௐ0DWHULDOVௐ6SHFLILFDWLRQௐ
DQGௐWKHௐ6285&(:(//ௐ$JUHHPHQWௐDUHௐWKHௐJRYHUQLQJௐGRFXPHQWVௐIRUௐWKHௐSURMHFWௐ &RQVWUXFWLRQௐRIௐWKHௐEXLOGLQJௐVKDOOௐFRQIRUPௐWRௐWKHௐJRYHUQLQJௐGRFXPHQWVௐ$Q\ௐFKDQJHVௐ RUௐGHYLDWLRQVௐIURPௐWKHVHௐGRFXPHQWVௐPXVWௐEHௐVXEPLWWHGௐWRௐ5RPWHFௐLQௐZULWLQJௐIURPௐWKHௐ JRYHUQLQJௐUHSUHVHQWDWLYHௐRUௐSURMHFWௐPDQDJHUௐ,IௐWKLVௐHQWDLOVௐDGGLWLRQDOௐFKDUJHVௐDௐ &KDQJHௐ2UGHUௐZLOOௐEHௐJHQHUDWHGௐIRUௐDSSURYDOௐE\ௐERWKௐSDUWLHV %8,/',1*ௐ&2'(6ௐ&203/,$1&(
7KHௐGHVLJQௐRIௐWKHௐEXLOGLQJௐDQGௐPDQXIDFWXUHௐRIௐDOOௐLWVௐFRPSRQHQWVௐFRPSO\ௐZLWK QDWLRQDOௐVWDWHௐDQGௐORFDOௐEXLOGLQJௐFRGHVௐ5RPWHFௐKDVௐVXEPLWWHGௐWKHௐSODQVௐDQG VSHFLILFDWLRQVௐWRௐWKHௐFXVWRPHUௐLQௐFKDUJHௐRIௐWKHௐSURMHFWௐDQGௐKDVௐUHFHLYHGௐDSSURYDOௐWR FRQVWUXFWௐWKHௐEXLOGLQJௐDVௐGUDZQௐDQGௐVSHFLILHGௐ5RPWHFௐDQGௐRXUௐ7UDGHௐ6XEFRQWUDFWRUVௐ VKDOO FRQVWUXFW WKH EXLOGLQJௐDFFRUGLQJௐWR WKH 5RPWHF )LQDO 3ODQV DQG 0DWHULDOV Bid Number: RFP 052725 Vendor Name: Romtec, Inc.
6SHFLILFDWLRQ ,I DQ\ SDUW RI WKH SODQV DQG VSHFLILFDWLRQV GR QRW PHHW DSSOLFDEOH EXLOGLQJௐFRGHVௐWKHௐFXVWRPHUௐVKDOOௐQRWLI\ௐ5RPWHFௐLPPHGLDWHO\ௐ$OOௐLQTXLULHVௐUHODWHGௐWR FRGHௐFRPSOLDQFHௐVKDOOௐEHௐGLUHFWHGௐWRௐ5RPWHF
&+$1*(ௐ25'(56
7KHௐFXVWRPHUௐPXVWௐVSHFLI\ௐDQ\ௐFKDQJHௐRUGHUௐLQௐZULWLQJௐWRௐ5RPWHFௐ,IௐVXFKௐDௐFKDQJH RUGHUௐLVௐDJUHHGௐWRௐEHWZHHQௐWKHௐ6RXUFHZHOOௐ$JHQF\ௐDQGௐ5RPWHFௐ5RPWHFௐZLOOௐSURYLGHௐ DௐZULWWHQௐFKDQJHௐRUGHUௐDQGௐVSHFLILFDWLRQௐFKDQJHௐWRௐWKHௐFXVWRPHUௐIRUௐDSSURYDOௐ2QO\ௐ FDQௐ5RPWHFௐFRPPXQLFDWHௐFKDQJHௐRUGHUVௐWRௐ7UDGHௐ6XEFRQWUDFWRUV 75$'(ௐ68%&2175$&7256833/,('ௐ0$7(5,$/6
7UDGHௐ6XEFRQWUDFWRUVௐDUHௐUHVSRQVLEOHௐIRUௐVXSSO\LQJௐDQ\ௐLWHPVௐUHTXLUHGௐE\ௐEXLOGLQJ FRGHVௐZKLFKௐDUHௐQRWௐVXSSOLHGௐE\ௐ5RPWHFௐXQOHVVௐWKHVHௐLWHPVௐDUHௐH[SUHVVO\ௐVWDWHG DVௐVXSSOLHGௐE\ௐ2WKHUV
,7(06ௐ6833/,('ௐ%<ௐ27+(56
0DWHULDOVௐWRௐEHௐVXSSOLHGௐE\ௐRWKHUVௐ
LHௐ&XVWRPHUௐ2ZQHUௐXWLOLW\ௐFRPSDQ\ௐHWF
ௐDUH
OLVWHGௐLQௐWKHௐ0DWHULDOVௐ6SHFLILFDWLRQௐDVௐ6XSSOLHGௐE\ௐ2WKHUVௐ7UDGHௐ6XEFRQWUDFWRUV PD\ௐEHௐUHTXLUHGௐWRௐLQVWDOOௐVXFKௐPDWHULDOV
,7(06ௐ127ௐ6833/,('ௐ%<ௐ5207(&ௐ25ௐ75$'(ௐ68%&2175$&7256
0DWHULDOVௐH[FOXGHGௐIURPௐVXSSO\ௐE\ௐERWKௐ5RPWHFௐDQGௐ7UDGHௐ6XEFRQWUDFWRUVௐDUHௐOLVWHG LQௐWKHௐ0DWHULDOVௐ6SHFLILFDWLRQௐDVௐLWHPVௐQRWௐVXSSOLHGௐE\ௐ5RPWHFௐRUௐ,QVWDOOHUௐ)RUௐ H[DPSOHௐQHLWKHUௐ5RPWHFௐQRUௐWKHLUௐ7UDGHௐ6XEFRQWUDFWRUVௐVKDOOௐVXSSO\ௐDௐVLGHZDONௐ DURXQGௐWKHௐEXLOGLQJௐSHULPHWHUௐXQOHVVௐWKHௐVXSSO\ௐRIௐVXFKௐDௐVLGHZDONௐLVௐH[SUHVVO\ௐ VWDWHGௐLQௐWKHௐ3ODQVௐDQGௐ0DWHULDOVௐ6SHFLILFDWLRQௐ$Q\ௐGHVFULSWLRQௐRIௐVXFKௐPDWHULDOVௐLVௐ IRUௐWKHௐIXWXUHௐXVHௐE\ௐ2ZQHUௐDIWHUௐWKHௐLQVWDOODWLRQௐRIௐWKHௐEXLOGLQJௐLVௐFRPSOHWHG 1RWH
ௐ7KHௐ([WHULRUௐ&RQFUHWHௐ3DGௐ:LWKLQௐ%XLOGLQJௐ)RRWSULQWௐLVௐVXSSOLHGௐE\ௐ,QVWDOOHUௐDQG LVௐOLVWHGௐDVௐVXFKௐLQௐWKHௐ0DWHULDOVௐ6SHFLILFDWLRQௐ7KLVௐLVௐWKHௐFRQFUHWHௐSDGௐORFDWHG EHWZHHQௐWKHௐEXLOGLQJ
VௐSULYDF\ௐZDOOVௐDWௐWKHௐUHVWURRPௐHQWULHVௐ
/$1'6&$3,1*ௐ127ௐ6833/,('
/DQGVFDSLQJௐPDWHULDOVௐDQGௐODERUௐDUHௐQRWௐLQFOXGHGௐLQௐWKHௐSURMHFWௐ6XFKௐPDWHULDOVௐDQG ODERUௐVKDOOௐQRWௐEHௐVXSSOLHGௐE\ௐ5RPWHFௐRUௐ7UDGHௐ6XEFRQWUDFWRUV 7(0325$5<ௐ(526,21ௐ&21752/
5RPWHFௐVKDOOௐVXSSO\ௐWHPSRUDU\ௐHURVLRQௐFRQWUROௐVXLWDEOHௐWRௐFRQGLWLRQVௐDWௐWKH FRQVWUXFWLRQௐVLWH
7(0325$5<ௐ&216758&7,21ௐ)(1&(
5RPWHFௐVKDOOௐHUHFWௐDௐWHPSRUDU\ௐIHQFHௐDURXQGௐWKHௐFRQVWUXFWLRQௐVLWHௐDQGௐVKDOOௐPDLQWDLQ WKHௐIHQFHௐIRUௐWKHௐGXUDWLRQௐRIௐWKHௐSURMHFWௐ5RPWHFௐDQGௐ7UDGHௐ6XEFRQWUDFWRUVௐVKDOO OLPLWௐDFFHVVௐZLWKLQௐWKHௐIHQFHGௐDUHDௐWRௐRQO\ௐWKRVHௐSHUVRQVௐDXWKRUL]HGௐWRௐEHௐSUHVHQWௐ WKHUH
7(0325$5<ௐ72,/(7ௐ)$&,/,7<
5RPWHFௐVKDOOௐVXSSO\ௐDQGௐPDLQWDLQௐDௐWHPSRUDU\ௐSRUWDEOHௐWRLOHWௐDWௐWKHௐFRQVWUXFWLRQௐVLWH IRUௐWKHௐGXUDWLRQௐRIௐWKHௐSURMHFW
7(0325$5<ௐ(/(&75,&$/ௐ32:(5ௐ72ௐ&216758&7,21ௐ6,7(
5RPWHFௐVKDOOௐEHௐUHVSRQVLEOHௐIRUௐVXSSO\LQJௐHOHFWULFDOௐSRZHUௐWRௐWKHௐVLWHௐE\ௐZKDWHYHU PHDQVௐQHFHVVDU\ௐIRUௐFRQVWUXFWLRQௐSXUSRVHVௐLIௐHOHFWULFDOௐSRZHUௐLVௐQRWௐDYDLODEOHௐDWௐWKH FRQVWUXFWLRQௐVLWH
7(0325$5<ௐ:$7(5ௐ72ௐ&216758&7,21ௐ6,7(
5RPWHFௐVKDOOௐEHௐUHVSRQVLEOHௐIRUௐVXSSO\LQJௐZDWHUௐWRௐWKHௐVLWHௐE\ௐZKDWHYHUௐPHDQV QHFHVVDU\ௐIRUௐFRQVWUXFWLRQௐSXUSRVHVௐLIௐZDWHUௐLVௐQRWௐDOUHDG\ௐDYDLODEOHௐWRௐWKH FRQVWUXFWLRQௐVLWH
6,7(ௐ3/$1ௐ%8,/',1*ௐ/2&$7,21ௐ25,(17$7,21ௐ),1,6+ௐ)/225ௐ(/(9$7,21 7KHௐ3URMHFWௐ0DQDJHUௐRUௐDXWKRUL]HGௐUHSUHVHQWDWLYHௐRIௐWKHௐFXVWRPHUௐVKDOOௐVXSSO\ௐD GHWDLOHGௐVLWHௐSODQௐWRௐ5RPWHFௐ7KLVௐVKRXOGௐLQFOXGHௐDFFXUDWHௐLGHQWLILFDWLRQௐDQGௐPDUNLQJ RIௐWKHௐEXLOGLQJௐORFDWLRQௐRULHQWDWLRQௐDQGௐILQLVKௐIORRUௐHOHYDWLRQௐ5RPWHFௐVKDOOௐYHULI\ௐZLWK 2ZQHUௐRUௐ2ZQHU
VௐUHSUHVHQWDWLYHௐWKHௐEXLOGLQJௐORFDWLRQௐEXLOGLQJௐRULHQWDWLRQௐDQGௐILQLVK IORRU HOHYDWLRQ EHIRUH EHJLQQLQJௐFRQVWUXFWLRQ
Bid Number: RFP 052725 Vendor Name: Romtec, Inc.
1RWH
7KH WHUP 3ODQ 1RUWK LV IRU LGHQWLILFDWLRQ RQ WKH SODQV RQO\ $FWXDO VLWH RULHQWDWLRQௐRIௐWKHௐEXLOGLQJௐPD\ௐEHௐGLIIHUHQWௐIURPௐWKDWௐWKDWௐVKRZQௐRQௐWKHௐSODQV 87,/,7<ௐ/2&$7(6ௐ6,7(ௐ(;&$9$7,21ௐ ௐ35(3$5$7,21ௐ)25ௐ&216758&7,21 5RPWHFௐLVௐUHVSRQVLEOHௐIRUௐRUGHULQJௐWKHௐORFDWLRQௐDQGௐPDUNLQJௐRIௐDOOௐXQGHUJURXQGௐDQG RYHUKHDGௐXWLOLWLHVௐDQGௐRWKHUௐVHUYLFHVௐRQௐDQGௐDGMDFHQWௐWRௐWKHௐVLWHௐSULRUௐWRௐEHJLQQLQJ H[FDYDWLRQௐ5RPWHFௐVKDOOௐPDLQWDLQௐVXFKௐPDUNVௐWKURXJKRXWௐWKHௐSURMHFWௐ,IௐXWLOLWLHVௐDQGௐ RWKHUௐVHUYLFHVௐFRQIOLFWௐZLWKௐWKHௐEXLOGLQJௐFRQVWUXFWLRQௐVLWHௐ5RPWHFௐVKDOOௐFRQWDFWௐWKHௐ DXWKRUL]HGௐ$JHQF\ௐ5HSUHVHQWDWLYHௐLPPHGLDWHO\ௐ6SRLOVௐIURPௐVLWHௐH[FDYDWLRQௐVKDOOௐEHௐ GHDOWௐZLWKௐDVௐGLUHFWHGௐE\ௐWKHௐFXVWRPHU
'(/,9(5<ௐ ௐ2))/2$',1*ௐ2)ௐ%8,/',1*ௐ$7ௐ6,7(
5RPWHFௐVKDOOௐFRRUGLQDWHௐGHOLYHU\ௐRIௐEXLOGLQJௐPDWHULDOVௐZLWKௐWKHௐ&XVWRPHUௐ5RPWHF VKDOOௐXQORDGௐWUXFNVௐGHOLYHULQJௐEXLOGLQJௐPDWHULDOVௐVKLSSHGௐE\ௐ5RPWHFௐDQGௐRWKHUௐ VXSSOLHUVௐ$ௐIRUNOLIWௐZLWKௐIRUNௐH[WHQVLRQVௐDQGௐFDSDEOHௐRIௐKDQGOLQJௐௐOEVௐLVௐWKHௐ PLQLPXPௐUHTXLUHPHQWௐ5RPWHF¶VௐFRQWUDFWRUௐSHUVRQQHOௐRQௐVLWHௐVKDOOௐLQVSHFWௐGHOLYHUHGௐ PDWHULDOVௐDWௐWKHௐWLPHௐRIௐGHOLYHU\ௐDQGௐUHSRUWௐLQௐZULWLQJௐDQ\ௐGDPDJHௐRUௐVKRUWDJHVௐWRௐ WKHௐKRPHௐRIILFHௐDQGௐWKHௐGHOLYHU\ௐFRPSDQ\
7(0325$5<ௐ6725$*(ௐ2)ௐ%8,/',1*ௐ0$7(5,$/6ௐ
5RPWHFௐVKDOOௐVWRUHௐEXLOGLQJௐPDWHULDOVௐLQௐDௐVHFXUHௐDQGௐVDIHௐPDQQHUௐWKURXJKRXWௐWKH SURMHFWௐ,IௐWKHௐIHQFHGௐFRQVWUXFWLRQௐVLWHௐGRHVௐQRWௐSURYLGHௐDGHTXDWHௐVHFXULW\ௐ5RPWHFௐ VKDOOௐSURYLGHௐDGGLWLRQDOௐVHFXUHௐVWRUDJHௐHLWKHUௐRQௐRUௐRIIௐVLWH ),1,6+('ௐ*5$'(ௐ ௐ'5$,1$*(ௐ2876,'(ௐ%8,/',1*
5RPWHFௐVKDOOௐEHௐUHVSRQVLEOHௐIRUௐHQVXULQJௐWKDWௐWKHௐILQLVKHGௐJUDGHௐRXWVLGHௐWKHௐEXLOGLQJ VORSHVௐDZD\ௐIURPௐWKHௐEXLOGLQJௐIRUௐDௐPLQLPXPௐZLGWKௐRIௐILYHௐIHHWௐWRௐSURYLGHௐDGHTXDWH GUDLQDJHௐDZD\ௐIURPௐWKHௐEXLOGLQJௐDQGௐIRXQGDWLRQௐ*XWWHUVௐDQGௐGRZQVSRXWVௐDUHௐQRWௐ LQFOXGHGௐZLWKௐWKHௐEXLOGLQJௐ1RௐVSHFLDOௐVXUIDFHௐZDWHUௐGUDLQVௐDUHௐLQFOXGHGௐLQௐ5RPWHF Vௐ
SURSRVHGௐLQVWDOODWLRQௐVHUYLFHV
&216758&7,21ௐ%(<21'ௐ%8,/',1*ௐ)22735,17
([FHSWௐDVௐLQFOXGHGௐLQௐWKHௐ3URSRVDO3XUFKDVHௐ2UGHUௐ3ODQVௐ0DWHULDOVௐ6SHFLILFDWLRQௐRUௐ DVௐQHJRWLDWHGௐDQGௐSULFHGௐRXWVLGHௐWKHௐ6285&(:(//ௐVFKHGXOHௐZLWKௐWKHௐ&XVWRPHUௐQRௐ FRQVWUXFWLRQௐEH\RQGௐWKHௐEXLOGLQJௐIRRWSULQWௐVKDOOௐEHௐFRQVWUXHGௐWRௐEHௐSDUWௐRIௐWKHௐSURMHFWௐ 7KHௐEXLOGLQJௐIRRWSULQWௐLVௐGHILQHGௐDVௐWKHௐDUHDௐFRYHUHGௐE\ௐWKHௐEXLOGLQJௐDQGௐWRௐDௐ GLVWDQFHௐILYHௐIHHWௐRXWௐIURPௐWKHௐEXLOGLQJ
VௐIRXQGDWLRQ
87,/,7,(6ௐ72ௐ),1,6+('ௐ%8,/',1*
7KHௐ&XVWRPHUௐLVௐUHVSRQVLEOHௐIRUௐVXSSO\LQJௐXWLOLWLHVௐ
HOHFWULFௐZDWHUௐVHZHUVHSWLF
ௐWR
ZLWKLQௐILYHௐIHHWௐRIௐEXLOGLQJௐ5RPWHFௐPDNHVௐQRௐFODLPVௐDVௐWRௐWKHௐVXLWDELOLW\ௐRIௐVXFKௐ XWLOLWLHVௐIRUௐXVHௐZLWKௐWKHௐUHVWURRPௐEXLOGLQJௐWRௐEHௐVXSSOLHG (OHFWULF
ௐ8QOHVVௐVSHFLILHGௐRWKHUZLVHௐLQௐWKHௐ5RPWHFௐ)LQDOௐ6HDOHGௐ3ODQVௐDQGௐ0DWHULDOV 6SHFLILFDWLRQௐWKHௐ&XVWRPHUௐDQGௐHOHFWULFௐXWLOLW\ௐDUHௐUHVSRQVLEOHௐIRUௐVXSSO\LQJௐ XQGHUJURXQGௐHOHFWULFDOௐVHUYLFHௐWRௐWKHௐEXLOGLQJௐ,IௐDQௐHOHFWULFDOௐPHWHUௐLVௐUHTXLUHGௐDWௐWKH EXLOGLQJௐWKHௐPHWHUௐVKDOOௐEHௐVXSSOLHGௐDQGௐLQVWDOOHGௐE\ௐWKHௐHOHFWULFௐXWLOLW\ௐFRPSDQ\ௐ 3RZHUௐOLQHVௐWRௐWKHௐHOHFWULFDOௐPHWHUௐVKDOOௐEHௐVXSSOLHGௐDQGௐLQVWDOOHGௐE\ௐWKHௐHOHFWULF XWLOLW\ௐFRPSDQ\
:DWHU
ௐ8QOHVVௐVSHFLILHGௐRWKHUZLVHௐLQௐWKHௐ5RPWHFௐ3URSRVDO3XUFKDVHௐ2UGHUௐ)LQDOௐ 6HDOHGௐ3ODQVௐDQGௐ0DWHULDOVௐ6SHFLILFDWLRQௐWKHௐFXVWRPHUௐDQGௐZDWHUௐXWLOLW\ௐDUHௐ UHVSRQVLEOHௐIRUௐVXSSO\LQJௐDௐZDWHUௐOLQHௐZLWKLQௐWHQௐIHHWௐRIௐWKHௐEXLOGLQJௐIRXQGDWLRQௐ 5RPWHFௐVKDOOௐFRQQHFWௐWKHௐEXLOGLQJ
VௐPDLQௐZDWHUௐSLSHௐWRௐWKLVௐZDWHUௐOLQHௐ7KHௐ&XVWRPHUௐ
DQGௐZDWHUௐXWLOLW\ௐDUHௐUHVSRQVLEOHௐIRUௐVXSSO\LQJௐDGHTXDWHௐZDWHUௐSUHVVXUHௐWRௐWKHௐ EXLOGLQJௐ5RPWHF
VௐPLQLPXPௐUHTXLUHPHQWௐLVௐSVLௐSUHVVXUHௐLQௐDௐௐGLDPHWHUௐSLSHௐ ZLWKௐDGHTXDWHௐYROXPHௐWRௐRSHUDWHௐWKHௐSOXPELQJௐIL[WXUHVௐDVௐVSHFLILHGௐE\ௐWKHௐIL[WXUHௐ PDQXIDFWXUHUVௐ5RPWHFௐVKDOOௐFRQILUPௐWKDWௐWKHௐH[LVWLQJௐZDWHUௐVRXUFHௐSURYLGHVௐDWௐOHDVWௐ WKHௐPLQLPXPௐUHTXLUHGௐZDWHUௐSUHVVXUHௐDQGௐYROXPHௐ5RPWHFௐVKDOOௐVXSSO\ௐDQGௐLQVWDOOௐDௐ ZDWHUௐVKXWRIIௐYDOYHௐDQGௐGUDLQௐWRௐEHௐORFDWHGௐDSSUR[LPDWHO\ௐILYHௐIHHWௐIURPௐWKHௐEXLOGLQJௐ IRXQGDWLRQௐ7KHௐYDOYHௐDQGௐGUDLQௐVKDOOௐEHௐDFFHVVLEOHௐDQGௐORFDWHGௐZLWKLQௐDௐXWLOLW\ௐER[ௐWRௐ EHௐVXSSOLHGௐE\ௐ5RPWHF
6HZHU6HSWLFௐ6\VWHP
ௐ8QOHVVௐVSHFLILHGௐRWKHUZLVHௐLQௐWKHௐ5RPWHFௐ)LQDOௐ6HDOHGௐ3ODQV DQGௐ0DWHULDOVௐ6SHFLILFDWLRQௐ2ZQHUௐDQGௐVHZHUௐXWLOLW\ௐDUHௐUHVSRQVLEOHௐIRUௐVXSSO\LQJௐD VHZHUௐRUௐVHSWLFௐWDQNௐGUDLQௐOLQHௐZLWKLQௐWHQௐIHHWௐRIௐWKHௐEXLOGLQJௐIRXQGDWLRQௐ5RPWHFௐLV UHVSRQVLEOHௐIRUௐFRQQHFWLQJௐWKHௐEXLOGLQJ
VௐPDLQௐGUDLQSLSHௐWRௐWKLVௐVHZHUௐRUௐVHSWLFௐWDQN
GUDLQௐOLQHௐ,IௐUHTXLUHGௐE\ௐVWDWHௐDQGௐORFDOௐSOXPELQJௐFRGHVௐ5RPWHFௐVKDOOௐVXSSO\ௐDQG LQVWDOOௐDௐVHZHUௐEDFNIORZௐFKHFNௐYDOYHௐWRௐEHௐORFDWHGௐDSSUR[LPDWHO\ௐILYHௐIHHWௐIURPௐWKH EXLOGLQJௐIRXQGDWLRQௐ7KHௐEDFNIORZௐFKHFNௐYDOYHௐVKDOOௐEHௐDFFHVVLEOHௐDQGௐORFDWHGௐZLWKLQ DௐXWLOLW\ௐER[ௐWRௐEHௐVXSSOLHGௐE\ௐ5RPWHF
Bid Number: RFP 052725 Vendor Name: Romtec, Inc.
+RZௐGRHVௐWKHௐ3DUWLFLSDWLQJௐ(QWLW\ௐVHOHFWௐDQௐ
LQVWDOOHU"
,QௐWKHௐFDVHௐWKDWௐWKHௐ6RXUFHZHOOௐ3DUWLFLSDWLQJௐ(QWLWLHVௐKDYHௐFKRVHQௐQRWௐWRௐXWLOL]Hௐ 5RPWHFௐDVௐWKHௐLQVWDOOHUௐRIௐRXUௐEXLOGLQJௐSDFNDJHVௐWKHௐ6RXUFHZHOOௐ3DUWLFLSDWLQJௐ(QWLW\ௐ FDQௐELGௐWKHௐLQVWDOODWLRQௐRIௐWKHௐRZQHUௐVXSSOLHGௐEXLOGLQJௐSDFNDJHௐWRௐORFDOௐJHQHUDOௐ FRQWUDFWRUVௐ,QௐWKLVௐFDVHௐ5RPWHFௐZLOOௐSURYLGHௐFRPSOHWHௐVSHFLILFDWLRQVௐIRUௐWKHௐEXLOGLQJௐ SDFNDJHௐDVௐZHOOௐDVௐ)RUௐ&RQVWUXFWLRQௐSODQVௐWRௐSURYLGHௐWRௐELGGHUVௐ5RPWHF Vௐ
&RQVWUXFWLRQௐ0DQDJHPHQWௐWHDPௐZLOOௐDOVRௐEHௐDYDLODEOHௐSUHௐDQGௐSRVWௐELGௐWRௐGLVFXVVௐ DQ\ௐTXHVWLRQVௐWKDWௐWKHௐELGGLQJௐRUௐDZDUGHGௐFRQWUDFWRUௐPD\ௐKDYHௐUHJDUGLQJௐWKHௐ LQVWDOODWLRQௐRIௐWKHௐ5RPWHFௐVWUXFWXUHௐ
,QௐFHUWDLQௐFDVHVௐDQGௐORFDWLRQVௐ5RPWHFௐKDVௐGHYHORSHGௐDௐQHWZRUNௐRIௐUGௐSDUW\ௐ LQVWDOOLQJௐFRQWUDFWRUVௐWKDWௐKDYHௐSUHYLRXVO\ௐLQVWDOOHGௐRXUௐVWUXFWXUHVௐDQGௐPD\ௐEHௐDEOHௐWRௐ UHFRPPHQGௐLQVWDOOHUVௐWRௐWKHௐ6RXUFHZHOOௐ3DUWLFLSDWLQJௐ(QWLW\ௐ7KHௐ6RXUFHZHOOௐ(QWLW\ௐPD\ௐ DOVRௐKDYHௐ*HQHUDOௐ&RQWUDFWRUVௐXQGHUௐFRQWUDFWௐWKDWௐFDQௐSURYLGHௐWKHௐLQVWDOODWLRQௐRIௐRXUௐ VWUXFWXUHVௐ'XHௐWRௐWKHௐQDWXUHௐRIௐ5RPWHF
VௐSURGXFWVௐDQ\ௐ*HQHUDOௐ&RQWUDFWRUௐZLWKௐWKHௐ
DELOLW\ௐWRௐSHUIRUPௐFRQFUHWHௐPDVRQU\ௐFDUSHQWU\ௐHOHFWULFDOPHFKDQLFDOௐDQGௐSOXPELQJௐ FRQVWUXFWLRQௐVKRXOGௐEHௐDEOHௐWRௐFRPSOHWHௐWKHௐLQVWDOODWLRQௐRIௐ5RPWHFௐSURGXFWVௐIRUௐWKHௐ 6RXUFHZHOOௐ(QWLW\
+RZௐGRHVௐ3URSRVHUௐHQVXUHௐLQVWDOOHUVௐDUHௐ
WUDLQHGௐH[SHULHQFHGௐDQGௐIXOO\ௐOLFHQVHGௐZLWKLQௐ
MXULVGLFWLRQVௐZKHUHௐZRUNௐLVௐSHUIRUPHG"
5RPWHF
VௐLQVWDOOHUVௐDUHௐOLFHQVHGௐ*HQHUDOௐ&RQWUDFWRUVௐLQௐPXOWLSOHௐVWDWHVௐ)XUWKHUௐ 5RPWHFௐDQGௐLW
VௐLQVWDOOHUVௐZLOOௐREWDLQௐDQ\ௐUHTXLUHGௐVWDWHௐRUௐORFDOௐOLFHQVLQJௐQHHGHGௐIRUௐ DௐSDUWLFXODUௐSURMHFWௐZKHUHௐ5RPWHFௐLVௐQRWௐDOUHDG\ௐOLFHQVHGௐ5RPWHFௐZLOOௐDOVRௐPHHWௐDQ\ௐ QHFHVVDU\ௐLQVXUDQFHௐRUௐERQGLQJௐUHTXLUHPHQWVௐDௐ6RXUFHZHOOௐHQWLW\ VௐMXULVGLFWLRQௐPD\ௐ
UHTXLUHௐ5RPWHF
VௐLQVWDOOHUVௐFRPSOHWHௐௐSURMHFWVௐDௐ\HDUௐLQௐPXOWLSOHௐVWDWHVௐDQGௐ KDYHௐEHHQௐSHUIRUPLQJௐLQVWDOODWLRQௐZRUNௐIRUௐ5RPWHFௐIRUௐRYHUௐௐ\HDUVௐ )RUௐSURMHFWVௐLQௐZKLFKௐUGௐSDUW\ௐLQVWDOOHUVௐZLOOௐSHUIRUPௐLQVWDOODWLRQௐZRUNௐWKHௐ6RXUFHZHOOௐ HQWLW\ௐZLOOௐW\SLFDOO\ௐELGௐWKLVௐZRUNௐWRௐORFDOௐ*HQHUDOௐ&RQWUDFWRUVௐ%LGௐUHTXLUHPHQWVௐVKRXOGௐ LQFOXGHௐDOOௐQHFHVVDU\ௐMXULVGLFWLRQDOௐOLFHQVLQJௐLQVXUDQFHௐDQGௐERQGLQJௐUHTXLUHPHQWVௐ %HFDXVHௐ5RPWHFௐVWUXFWXUHVௐXWLOL]HௐFRQYHQWLRQDOௐFRQVWUXFWLRQௐPDWHULDOVௐDQGௐ PHWKRGRORJLHVௐUGௐSDUW\ௐLQVWDOOHUVௐZLWKௐH[SHULHQFHௐLQௐFRQFUHWHௐPDVRQU\ௐFDUSHQWU\ௐ HOHFWULFDOௐSOXPELQJௐDQGௐPHFKDQLFDOௐLQVWDOODWLRQௐFDQௐLQVWDOOௐ5RPWHFௐVWUXFWXUHVௐ7KHUHௐLVௐ QRௐVSHFLDOW\ௐH[SHULHQFHௐQHHGHGௐRWKHUௐWKDQௐWKHVHௐWUDGHV
'RHVௐ3URSRVHUௐKDYHௐDௐVWDQGDUGௐLQVWDOODWLRQௐ
DJUHHPHQWௐLWௐZLOOௐUHTXLUHௐ3DUWLFLSDWLQJௐ(QWLWLHVௐ
WRௐXVH"ௐ,IௐVRௐSOHDVHௐXSORDGௐDௐFRS\ௐZLWKௐ
UHVSRQVH
<HVௐ5RPWHFௐKDVௐVWDQGDUGௐLQVWDOODWLRQௐWHUPVௐDQGௐFRQGLWLRQVௐWKDWௐDUHௐLQFOXGHGௐZLWKௐ RXUௐWXUQNH\LQVWDOODWLRQௐSURSRVDOVௐ7KHVHௐWHUPVௐDQGௐFRQGLWLRQVௐKDYHௐEHHQௐXSORDGHGௐ ZLWKௐ5RPWHF
VௐUHVSRQVHௐLQௐWKHௐ/LQHௐ,WHPௐ
ௐ7UDQVDFWLRQௐ'RFXPHQWVௐ]LSௐILOH
'HVFULEHௐDSSOLFDEOHௐYDQGDOLVPௐUHVLVWDQFHௐRUௐ
YDQGDOLVPௐDEDWHPHQWௐPHDVXUHVௐRUௐDWWULEXWHVௐ
LQFRUSRUDWHGௐLQௐWKHௐGHVLJQௐRUௐPDQXIDFWXUHௐRIௐ
\RXUௐSURGXFWV
5RPWHFௐRIIHUVௐDௐQXPEHUௐRIௐYDQGDOௐUHVLVWDQWௐDQGௐDEDWHPHQWௐRSWLRQVௐ5RPWHFௐ%XLOGLQJௐ 0RGHOௐ2SWLRQVௐLQFOXGHௐVWDLQOHVVௐVWHHOௐIL[WXUHVௐVXFKௐDVௐWRLOHWVௐVLQNVௐWRLOHWௐSDSHUௐ GLVSHQVHUVௐGULQNLQJௐIRXQWDLQVௐYDQGDOௐUHVLVWDQWௐOLJKWLQJௐIL[WXUHVௐPRWLRQௐVHQVRUௐOLJKWLQJௐ DQGௐWLPHGௐGRRUௐORFNVௐௐ5RPWHFௐDOVRௐRIIHUVௐDQWLJUDIILWLௐFRDWLQJVௐIRUௐH[WHULRUௐVXUIDFHVௐ VXFKௐDVௐ&08ௐEORFNௐDQGௐVLGLQJௐSDFNDJHVௐDVௐZHOOௐDVௐHSR[\ௐIORRULQJௐRSWLRQV )XUWKHUௐ5RPWHFௐIUHTXHQWO\ௐFXVWRPௐGHVLJQVௐYDQGDOௐUHVLVWDQWௐIHDWXUHVௐIRUௐPRUHௐ FKDOOHQJLQJௐFLUFXPVWDQFHVௐ8WLOL]LQJௐRXUௐLQKRXVHௐPHWDOௐVKRSௐIDEULFDWLRQௐ5RPWHFௐFDQௐ SURYLGHௐFXVWRPௐVWHHOௐJDWHGRRUௐV\VWHPVௐ7KHVHௐFXVWRPௐGRRUௐV\VWHPVௐFDQௐEHௐ SDGORFNHGௐLQௐWKHௐRSHQௐSRVLWLRQௐGXULQJௐWKHௐGD\ௐDQGௐLQௐWKHௐFORVHGௐSRVLWLRQௐDWௐQLJKWௐIRUௐ DGGLWLRQDOௐVHFXULW\ௐ5RPWHFௐFDQௐDOVRௐGHVLJQௐJURXQGௐOHYHOௐH[WHQGHGௐORXYHUVௐZKLFKௐ SURYLGHௐYHQWLODWLRQௐDQGௐDOVRௐDOORZVௐWKHௐRZQHU¶VௐVWDIIௐRUௐODZௐHQIRUFHPHQWௐWRௐPRQLWRUௐ RFFXSDQF\ௐZKLOHௐPDLQWDLQLQJௐWKHௐSULYDF\ௐQHHGHGௐLQௐVXFKௐIDFLOLWLHVௐ $OOௐRIௐWKHVHௐIHDWXUHVௐDQGௐPRUHௐFDQௐEHௐFRPELQHGௐWRௐGHVLJQௐUHVWURRPVௐDQGௐRWKHUௐ SXEOLFௐXVHௐIDFLOLWLHVௐIRUௐXUEDQௐRUௐRWKHUௐFKDOOHQJLQJௐHQYLURQPHQWVௐ5RPWHFௐKDVௐWKHௐ NQRZOHGJHௐH[SHULHQFHௐDQGௐPDQXIDFWXULQJௐFDSDELOLWLHVௐWRௐGHVLJQௐVHFXUHௐIDFLOLWLHVௐIRUௐ 6RXUFHZHOOௐSDUWLFLSDWLQJௐHQWLWLHVௐDQGௐDGGUHVVௐWKHLUௐFRQFHUQVௐDERXWௐYDQGDOLVPௐLQௐDQௐ HIILFLHQWௐDQGௐHIIHFWLYHௐPDQQHU
Bid Number: RFP 052725 Vendor Name: Romtec, Inc.
7DEOH%
'HSWKDQG%UHDGWKRI2IIHUHG6ROXWLRQV
,QGLFDWHEHORZLIWKHOLVWHGW\SHVRUFODVVHVRI6ROXWLRQVDUHRIIHUHGZLWKLQ\RXUSURSRVDO3URYLGHDGGLWLRQDOFRPPHQWVLQWKHWH[WER[ SURYLGHGDVQHFHVVDU\
/LQH,WHP &DWHJRU\RU7\SH 2IIHUHG
&RPPHQWV
)OXVKௐZDWHUOHVVௐ
YDXOW
ௐRUௐFRPSRVWDEOHௐWRLOHWVௐDQGௐ
UHVWURRPV
<HV
1R
5RPWHFௐRIIHUVௐDௐYDULHW\ௐUHVWURRPௐ
VWUXFWXUHVௐ5RPWHFௐZDWHUOHVVௐ
YDXOW
ௐ
UHVWURRPVௐFRPHௐLQௐWZRௐGLVWLQFWௐ
YDULHWLHV
ௐ3UHIDEULFDWHGௐSRO\HWK\OHQHௐ
VWUXFWXUHVௐDQGௐ&08ௐEORFNௐVWUXFWXUHVௐ
5RPWHFௐSOXPEHGௐUHVWURRPௐPRGHOVௐ
DUHௐ&08ௐEORFNௐVWUXFWXUHVௐ5RPWHFௐ
DOVRௐRIIHUVௐSUHIDEULFDWHGௐVWHHOௐ
SOXPEHGௐUHVWURRPௐVWUXFWXUHVௐLQௐRQHௐ
DQGௐWZRXVHUௐFRQILJXUDWLRQV
6KRZHUVௐDQGௐFKDQJLQJௐURRPV <HV
1R
5RPWHFௐXWLOLW\ௐEXLOGLQJௐPRGHOVௐFDQௐEHௐ
FRQILJXUHGௐDVௐVWDQGDORQHௐVKRZHUௐDQGௐ
FKDQJLQJௐURRPௐVWUXFWXUHV
&RPELQDWLRQௐUHVWURRPௐVKRZHUௐFKDQJLQJௐURRPௐDQGௐ
DQFLOODU\ௐRUௐDFFHVVRU\ௐXVHௐVWUXFWXUHVௐRUௐIDFLOLWLHV
<HV
1R
5RPWHFௐRIIHUVௐDௐYDULHW\ௐRIௐ
FRPELQDWLRQௐUHVWURRPVKRZHUௐUHVWURRP
FRQFHVVLRQௐUHVWURRPSDYLOLRQௐDQGௐ
UHVWURRPVWRUDJHௐEXLOGLQJௐVWUXFWXUHVௐ
7KHVHௐVWUXFWXUHVௐDUHௐGHVLJQHGௐWRௐ
HQFRPSDVVௐDௐZLGHௐYDULHW\ௐRIௐXVHௐ
FDVHVௐIURPௐVPDOOௐVLQJOHௐDQGௐGRXEOHௐ
XVHUௐRFFXSDQF\ௐWRௐODUJHௐPXOWLXVHௐ
IDFLOLWLHV
(TXLSPHQWௐSURGXFWVௐDFFHVVRULHVௐDQGௐVXSSOLHVௐ
UHODWHGௐWRௐWKHௐVROXWLRQVௐGHVFULEHGௐLQௐVXEVHFWLRQVௐ
ௐDERYH
<HV
1R
5RPWHFௐRIIHUVௐDௐWDLORUHGௐOLQHௐRIௐ
UHVWURRPௐDFFHVVRU\ௐLWHPVௐWKDWௐFDQௐEHௐ
SXUFKDVHGௐVHSDUDWHO\ௐIURPௐWKHௐ
EXLOGLQJௐPRGHOௐRIIHULQJௐ7KHVHௐ
SURGXFWVௐDUHௐUHODWHGௐWRௐUHVWURRPௐ
VWUXFWXUHVௐLQௐJHQHUDOௐDQGௐPRUHௐ
VSHFLILFDOO\ௐWRZDUGௐWKHௐZDWHUOHVVௐYDXOWௐ
WRLOHWௐFRPSRQHQWVௐWKDWௐ5RPWHFௐKDVௐ
GHYHORSHGௐRYHUௐWKHௐODVWௐௐ\HDUVௐ
5RPWHFௐDOVRௐRIIHUVௐDௐZLGHௐYDULHW\ௐRIௐ
%XLOGLQJௐ2SWLRQVௐWKDWௐDUHௐLQWHQGHGௐWRௐ
EHௐSXUFKDVHGௐLQௐFRQMXQFWLRQௐZLWKௐRXUௐ
%XLOGLQJௐ0RGHOௐVWUXFWXUHV
6HUYLFHVௐUHODWHGௐWRௐWKHௐVROXWLRQVௐGHVFULEHGௐLQௐ
VXEVHFWLRQVௐௐDௐௐGௐDERYHௐLQFOXGLQJௐGHVLJQEXLOGௐ
VHUYLFHVௐVLWHௐDVVHVVPHQWௐVLWHௐSUHSDUDWLRQௐ
FXVWRPL]DWLRQௐGHOLYHU\ௐDVVHPEO\ௐLQVWDOODWLRQௐ
PDLQWHQDQFHௐRUௐUHSDLUௐDQGௐZDUUDQW\ௐSURJUDPVௐ
+RZHYHUௐWKLVௐVROLFLWDWLRQௐVKRXOGௐ127ௐEHௐFRQVWUXHGௐ
WRௐLQFOXGHௐ³VHUYLFHRQO\´ௐVROXWLRQV
<HV
1R
5RPWHFௐRIIHUVௐDௐUDQJHௐRIௐVWDQGDUGௐ
6HUYLFHVௐWKDWௐUHODWHௐVSHFLILFDOO\ௐWRௐRXUௐ
%XLOGLQJௐ0RGHOௐSURGXFWVௐSURSRVHGௐLQௐ
WKLVௐVROLFLWDWLRQௐ7KHௐILUVWௐVHUYLFHௐ
RIIHUHGௐLVௐGHOLYHU\ௐ5RPWHFௐ'HVLJQௐ
DQGௐ&RQVXOWDWLRQௐ6HUYLFHVௐLQWHQGHGௐ
IRUௐFXVWRPL]DWLRQௐVHUYLFHVௐ'HVLJQ
%XLOGௐ6HUYLFHVௐDUHௐSURYLGHGௐRQௐDௐ
FDVHE\FDVHௐEDVLVௐWRௐEHௐGHWHUPLQHGௐ
E\ௐWKHௐ6RXUFHZHOOௐ(QWLW\ௐDQGௐ5RPWHFௐ
5RPWHFௐLQFOXGHVௐDௐVWDQGDUGௐ\HDUௐ
ZDUUDQW\ௐIRUௐHYHU\ௐEXLOGLQJ
7DEOH
([FHSWLRQVWR7HUPV&RQGLWLRQVRU6SHFLILFDWLRQV)RUP /LQH,WHP127,&(
7RLGHQWLI\DQ\H[FHSWLRQRUWRUHTXHVWDQ\PRGLILFDWLRQWR6RXUFHZHOOVWDQGDUG0DVWHU$JUHHPHQWWHUPV FRQGLWLRQVRUVSHFLILFDWLRQVD3URSRVHUPXVWVXEPLWWKHSURSRVHGH[FHSWLRQ V
RUUHTXHVWHGPRGLILFDWLRQ
V
YLDUHGOLQHLQWKH0DVWHU
$JUHHPHQW7HPSODWHSURYLGHGLQWKH³%LG'RFXPHQWV´VHFWLRQ3URSRVHUPXVWXSORDGWKHUHGOLQHLQWKH³5HTXHVWHG([FHSWLRQV´XSORDG ILHOG$OOH[FHSWLRQVDQGRUSURSRVHGPRGLILFDWLRQVDUHVXEMHFWWRUHYLHZDQGDSSURYDOE\6RXUFHZHOODQGZLOOQRWDXWRPDWLFDOO\EH LQFOXGHGLQWKH0DVWHU$JUHHPHQW
'R\RXKDYHH[FHSWLRQVRUPRGLILFDWLRQVWRSURSRVH" $FNQRZOHGJHPHQW
<HV
1R
'RFXPHQWV
Bid Number: RFP 052725 Vendor Name: Romtec, Inc.
(QVXUH\RXUVXEPLVVLRQGRFXPHQW
V
FRQIRUPVWRWKHIROORZLQJ
'RFXPHQWVLQ3')IRUPDWDUHSUHIHUUHG'RFXPHQWVLQ:RUG([FHORUFRPSDWLEOHIRUPDWVPD\DOVREHSURYLGHG 'RFXPHQWVVKRXOG127KDYHDVHFXULW\SDVVZRUGDV6RXUFHZHOOPD\QRWEHDEOHWRRSHQWKHILOH,WLV\RXUVROHUHVSRQVLELOLW\WR HQVXUHWKDWWKHXSORDGHGGRFXPHQW
V
DUHQRWHLWKHUGHIHFWLYHFRUUXSWHGRUEODQNDQGWKDWWKHGRFXPHQWVFDQEHRSHQHGDQGYLHZHGE\ 6RXUFHZHOO
6RXUFHZHOOPD\UHMHFWDQ\UHVSRQVHZKHUHDQ\GRFXPHQW V
FDQQRWEHRSHQHGDQGYLHZHGE\6RXUFHZHOO
,I\RXQHHGWRXSORDGPRUHWKDQRQH
GRFXPHQWIRUDVLQJOHLWHP\RXVKRXOGFRPELQHWKHGRFXPHQWVLQWRRQH]LSSHGILOH,IWKH ]LSSHGILOHFRQWDLQVPRUHWKDQRQH
GRFXPHQWHQVXUHHDFKGRFXPHQWLVQDPHGLQUHODWLRQWRWKHVXEPLVVLRQIRUPDWLWHPUHVSRQGLQJ WR)RUH[DPSOHLIUHVSRQGLQJWRWKH0DUNHWLQJ3ODQFDWHJRU\VDYHWKHGRFXPHQWDV³0DUNHWLQJ3ODQ´ 3ULFLQJ5RPWHF3URSRVHG3ULFH/LVW[OV[7XHVGD\0D\
)LQDQFLDO6WUHQJWKDQG6WDELOLW\)LQDQFLDO,QIRUPDWLRQ]LS:HGQHVGD\0D\
0DUNHWLQJ3ODQ6DPSOHV5RPWHF6RXUFHZHOO0DUNHWLQJ3ODQSGI:HGQHVGD\0D\
:0%(0%(6%(RU5HODWHG&HUWLILFDWHV5RPWHF'LVDGYDQWDJHG%XVLQHVV5HSUHVHQWDWLRQSGI0RQGD\0D\
6WDQGDUG7UDQVDFWLRQ'RFXPHQW6DPSOHV/LQH,WHP
7UDQVDFWLRQ'RFXPHQWV]LS7KXUVGD\0D\
5HTXHVWHG([FHSWLRQV
RSWLRQDO
8SORDG$GGLWLRQDO'RFXPHQW5RPWHF&DWDORJSGI:HGQHVGD\0D\
Bid Number: RFP 052725 Vendor Name: Romtec, Inc.
$GGHQGD7HUPVDQG&RQGLWLRQV
352326(5$)),'$9,72)&203/,$1&(
,FHUWLI\WKDW,DPDQDXWKRUL]HGUHSUHVHQWDWLYHRI3URSRVHUDQGKDYHDXWKRULW\WRVXEPLWWKHIRUHJRLQJ3URSRVDO
7KH3URSRVHULVVXEPLWWLQJWKLV3URSRVDOXQGHULWVIXOODQGFRPSOHWHOHJDOQDPHDQGWKH3URSRVHUOHJDOO\H[LVWVLQJRRGVWDQGLQJLQWKH MXULVGLFWLRQRILWVUHVLGHQFH
7KH3URSRVHUZDUUDQWVWKDWWKHLQIRUPDWLRQSURYLGHGLQWKLV3URSRVDOLVWUXHFRUUHFWDQGUHOLDEOHIRUSXUSRVHVRIHYDOXDWLRQIRU DZDUG
7KH3URSRVHUFHUWLILHVWKDW
7KHSULFHVLQWKLV3URSRVDOKDYHEHHQDUULYHGDWLQGHSHQGHQWO\ZLWKRXWIRUWKHSXUSRVHRIUHVWULFWLQJFRPSHWLWLRQDQ\ FRQVXOWDWLRQFRPPXQLFDWLRQRUDJUHHPHQWZLWKDQ\RWKHU3URSRVHURUFRPSHWLWRUUHODWLQJWR
L
7KRVHSULFHV
LL
7KHLQWHQWLRQWRVXEPLWDQRIIHU
RU
LLL
7KHPHWKRGVRUIDFWRUVXVHGWRFDOFXODWHWKHSULFHVRIIHUHG
7KHSULFHVLQWKLV3URSRVDOKDYHQRWEHHQDQGZLOOQRWEHNQRZLQJO\GLVFORVHGE\WKH3URSRVHUGLUHFWO\RULQGLUHFWO\WRDQ\RWKHU 3URSRVHURUFRPSHWLWRUEHIRUHDZDUGXQOHVVRWKHUZLVHUHTXLUHGE\ODZ DQG
1RDWWHPSWKDVEHHQPDGHRUZLOOEHPDGHE\3URSRVHUWRLQGXFHDQ\RWKHUFRQFHUQWRVXEPLWRUQRWWRVXEPLWD3URSRVDOIRUWKH SXUSRVHRIUHVWULFWLQJFRPSHWLWLRQ
7RWKHEHVWRILWVNQRZOHGJHDQGEHOLHIDQGH[FHSWDVRWKHUZLVHGLVFORVHGLQWKH3URSRVDOWKHUHDUHQRUHOHYDQWIDFWVRU FLUFXPVWDQFHVZKLFKFRXOGJLYHULVHWRDQRUJDQL]DWLRQDOFRQIOLFWRILQWHUHVW$QRUJDQL]DWLRQDOFRQIOLFWRILQWHUHVWLVFUHDWHGZKHQD FXUUHQWRUSURVSHFWLYHVXSSOLHULVXQDEOHWRUHQGHULPSDUWLDOVHUYLFHWR6RXUFHZHOOGXHWRWKHVXSSOLHU¶V DFUHDWLRQRIHYDOXDWLRQFULWHULD
GXULQJSHUIRUPDQFHRIDSULRUDJUHHPHQWZKLFKSRWHQWLDOO\LQIOXHQFHVIXWXUHFRPSHWLWLYHRSSRUWXQLWLHVWRLWVIDYRU EDFFHVVWRQRQSXEOLF
DQGPDWHULDOLQIRUPDWLRQWKDWPD\SURYLGHIRUDFRPSHWLWLYHDGYDQWDJHLQDODWHUSURFXUHPHQWFRPSHWLWLRQ FLPSDLUHGREMHFWLYLW\LQ
SURYLGLQJDGYLFHWR6RXUFHZHOO
3URSRVHUZLOOSURYLGHWR6RXUFHZHOO3DUWLFLSDWLQJ(QWLWLHV6ROXWLRQVLQDFFRUGDQFHZLWKWKHWHUPVFRQGLWLRQVDQGVFRSHRIDUHVXOWLQJ PDVWHUDJUHHPHQW
7KH3URSRVHUSRVVHVVHVRUZLOOSRVVHVVDOODSSOLFDEOHOLFHQVHVRUFHUWLILFDWLRQVQHFHVVDU\WRGHOLYHU6ROXWLRQVXQGHUDQ\UHVXOWLQJ PDVWHUDJUHHPHQW
7KH3URSRVHUZLOOFRPSO\ZLWKDOODSSOLFDEOHSURYLVLRQVRIIHGHUDOVWDWHDQGORFDOODZVUHJXODWLRQVUXOHVDQGRUGHUV 3URSRVHULWVHPSOR\HHVDJHQWVDQGVXEFRQWUDFWRUVDUHQRW
,QFOXGHGRQWKH³6SHFLDOO\'HVLJQDWHG1DWLRQDOVDQG%ORFNHG3HUVRQV´OLVWPDLQWDLQHGE\WKH2IILFHRI)RUHLJQ$VVHWV&RQWURORIWKH 8QLWHG6WDWHV'HSDUWPHQWRIWKH7UHDVXU\IRXQGDW
KWWSV
ZZZWUHDVXU\JRYRIDFGRZQORDGVVGQOLVWSGI
,QFOXGHGRQWKHJRYHUQPHQWZLGHH[FOXVLRQVOLVWVLQWKH8QLWHG6WDWHV6\VWHPIRU$ZDUG0DQDJHPHQWIRXQGDW
KWWSV
VDPJRY6$0
RU
3UHVHQWO\GHEDUUHGVXVSHQGHGSURSRVHGIRUGHEDUPHQWGHFODUHGLQHOLJLEOHRUYROXQWDULO\H[FOXGHGIURPSURJUDPVRSHUDWHGE\WKH 6WDWHRI0LQQHVRWD
WKH8QLWHG6WDWHVIHGHUDOJRYHUQPHQWDVDSSOLFDEOH
RUDQ\3DUWLFLSDWLQJ(QWLW\9HQGRUFHUWLILHVDQGZDUUDQWV WKDWQHLWKHULWQRULWVSULQFLSDOVKDYHEHHQFRQYLFWHGRIDFULPLQDORIIHQVHUHODWHGWRWKHVXEMHFWPDWWHURIWKLVVROLFLWDWLRQ %\FKHFNLQJWKLVER[,DFNQRZOHGJHWKDW,DPERXQGE\WKHWHUPVRIWKH3URSRVHU¶V$IILGDYLWKDYHWKHOHJDODXWKRULW\WRVXEPLWWKLV 3URSRVDORQEHKDOIRIWKH3URSRVHUDQGWKDWWKLVHOHFWURQLFDFNQRZOHGJPHQWKDVWKHVDPHOHJDOHIIHFWYDOLGLW\DQGHQIRUFHDELOLW\DVLI, KDGKDQGVLJQHGWKH3URSRVDO7KLVVLJQDWXUHZLOOQRWEHGHQLHGVXFKOHJDOHIIHFWYDOLGLW\RUHQIRUFHDELOLW\VROHO\EHFDXVHDQHOHFWURQLF VLJQDWXUHRUHOHFWURQLFUHFRUGZDVXVHGLQLWVIRUPDWLRQ.ULVWRSKHU/DPDU&RQWUDFWV$GPLQLVWUDWRU5RPWHF,QF Bid Number: RFP 052725 Vendor Name: Romtec, Inc.
7KH3URSRVHUGHFODUHVWKDWWKHUHLVDQDFWXDORUSRWHQWLDO&RQIOLFWRI,QWHUHVWUHODWLQJWRWKHSUHSDUDWLRQRILWVVXEPLVVLRQDQGRUWKH 3URSRVHUIRUHVHHVDQDFWXDORUSRWHQWLDO&RQIOLFWRI,QWHUHVWLQSHUIRUPLQJWKHREOLJDWLRQVFRQWHPSODWHGLQWKHVROLFLWDWLRQSURSRVDO <HV 1R
7KH%LGGHUDFNQRZOHGJHVDQGDJUHHVWKDWWKHDGGHQGXPDGGHQGDEHORZIRUPSDUWRIWKH%LG'RFXPHQW &KHFNWKHER[LQWKHFROXPQ,KDYHUHYLHZHGWKLVDGGHQGXPEHORZWRDFNQRZOHGJHHDFKRIWKHDGGHQGD )LOH1DPH
,KDYHUHYLHZHGWKH
EHORZDGGHQGXPDQG
DWWDFKPHQWV
LI
DSSOLFDEOH
3DJHV
$GGHQGXP5HVWURRPDQG6KRZHU)DFLOLW\6ROXWLRQV 0RQ0D\
$0
$GGHQGXP5HVWURRPDQG6KRZHU)DFLOLW\6ROXWLRQV 7KX0D\
$0
Bid Number: RFP 052725 Vendor Name: Romtec, Inc.
CITY COUNCIL AGENDA REPORT
MEETING DATE: February 9, 2026 ITEM NO: 11C.
TO: Mayor and Members of the City Council
SUBJECT: Consideration of a Financial Plan and Approving a Mid-Year Budget for Fiscal Year 2025-26 FROM: Jamie Murguia, Finance Manager
REVIEWED AND APPROVED BY:
Melissa Burke, Deputy City Manager
Abel Avalos, City Manager
RECOMMENDATION:
Staff recommends that the City Council approve the proposed mid-year budget adjustments.
BACKGROUND:
The Fiscal Year 2025-26 budget was adopted by the Council in June 2025. For the mid-year, Staff reviewed the FY 2025-26 Budget to Actual activity through December 2025. The purpose of the mid-year review is to give City Council the opportunity to look at the adopted budget half way through the year, make adjustments if needed, and better understand where the City of Artesia ("City") will be at the end of the fiscal year.
ANALYSIS:
Summary of Significant Adjustments:
General Fund - Revenue
The adopted Fiscal Year 2025-26 Budget had an estimated surplus of $205,585. After the proposed adjustments, the Fiscal Year 2025-26 Mid-Year Budget will have an estimated surplus of $317,303.
Based on current revenue trends, Staff is proposing a net increase to the City’s General Fund revenue of $605,213.
This represents an estimated increase of $774,176 to certain line items, and an estimated reduction of $115,900 from other line items, as well as a net decrease of $53,663 in transfers-in to the General Fund. The chart below reflects the categories of revenue with the most significant increase.
Description Original Budget Estimated Additional
Revenue
Estimated New Budget
Settlement Payments $0 $241,344 $241,344
Transactions and Use Tax $3,151,000 $157,695 $3,308,695 RPTTF
Disbursement/AB1290 $80,000 $111,500 $191,500
Sales and Use Tax $4,262,882 $78,757 $4,341,639
Revenue from Settlement Payments reflects payments the City will receive from settled litigation. Additionally, based on revised revenue estimates from HdL, Staff feels confident projecting additional revenue collection for both the Transactions and Use Tax (TUT) as well as the Sales Tax. Collections from both taxes are trending slightly up at this point in the fiscal year. In addition, Staff is recognizing a one-time disbursement of higher than usual residual property tax from the Redevelopment Property Tax Trust Fund (RPTTF).
The mid-year adjustment also proposes other smaller upward revenue projections, as outlined on page one of the Mid-Year Budget Adjustment. As with all General Fund revenue, these additional funds will be used as a resource for the delivery of City services throughout the community.
As part of the mid-year analysis, Staff finds it necessary to propose reductions in revenue in some line items as well. The chart below reflects the categories of revenue with the most significant decrease.
Description Original Budget Estimated Reduced
Revenue Estimated New Budget
City Parking Fines $60,000 ($60,000) $0
Merchant Paid Parking $14,000 ($14,000) $0
International Street Fair
Sponsorship $55,000 ($30,900) $24,100
The most significant revenue reduction is related to the transfer of all Parking related activity (both revenue and expense) to a Special Revenue Fund. In preparing the Annual Comprehensive Finance Report for Fiscal Year 2024-25, it was determined that all Parking activity should be reported as part of the Artesia Parking Authority, and as such, should be recorded in its own fund in order to meet the accounting standards of the Government Finance Officer's Association (GFOA). These revenues (and expenditures) will now be shown in Fund 245 - Artesia Parking Authority.
Sponsorship revenue was down for the 2025 International Street Fair and Diversity Festival (Street Fair). Since the event has passed, Staff is recognizing the actual revenue received and adjusting the budget as appropriate.
Overall, participation in the Street Fair was up; however, sponsorship of the event was down despite Staff outreach.
General Fund - Expenditures
There were several expenditure adjustments in the General Fund. Staff is proposing a net decrease in General Fund expenditures in the amount of $493,496. This represents an estimated increase of $678,876 to certain expenditure line items, and an estimated reduction of $1,250,657 from other expenditure line items, as well as a net increase of $78,286 in transfers-out of the General Fund.
Significant expenditure increases include:
Planning contract services - $228,722
Reflects increased contract costs previously approved by City Council to have contract planners on board longer than anticipated due to the delay in hiring full-time Planning staff and additional software for the integration of the City's new GIS software.
Parks and Recreation HVAC - $51,000
Reflects an increase to the service line item for the HVAC system at Parks facilities as previously approved by City Council. This increase was offset by a corresponding decrease in the contract service line item in Public Works.
Parks and Recreation Light and Power - $29,000
Reflects activity from the first half of the year, as well as an anticipated increase for the spring months' park activities.
Significant expenditure reductions include:
Law Enforcement contract services - ($208,000)
Reflects a savings due to staffing shortages within the LA County Sheriff's Department.
Public Works capital equipment - ($150,000)
Reflects a savings realized from leasing, rather than purchasing, new Public Works vehicles.
Parking Enforcement - ($201,393)
Reflects a savings realized from transferring all parking activity to Fund 245, as reference above.
Building and Safety Plan Checks - ($119,153)
Reflects a savings due to fewer than anticipated plan checks.
Planning Salaries - ($103,154)
Reflects a savings realized due to full-time Planning staff being hired on later in the fiscal year than originally anticipated.
FISCAL IMPACT:
The City's General Fund is expected to have a surplus at fiscal year end - June 30, 2026. The adopted Fiscal Year 2025-26 Budget had an estimated surplus of $205,585. After the proposed adjustments, the overall impact of the Mid-Year Budget adjustment is a net surplus of $317,303 to the General Fund.
RECOMMENDED COUNCIL ACTION:
Staff recommends that the City Council approve the proposed mid-year budget adjustments.
Attachments
FY 25-26 mid year budget.pdf
City of Artesia Fiscal Year 2025-26 Mid-Year Budget
Department Account ID Description FY 2025-26 Budget FY 2025-26 Mid-Year $ Change % Change General Fund Revenue
100-0000-4515 City Parking Fines $60,000 $0 ($60,000) -100% 100-0000-4345 Int'l St Fair Sponsors $55,000 $24,100 ($30,900) -56%100-0000-4355 Merchant Paid Parking $14,000 $0 ($14,000) -100% 100-0000-4371 Pay station credit income $8,000 $0 ($8,000) -100%100-0000-4370 Pay Station coin income $2,000 $0 ($2,000) -100%100-0000-4110 Late/early a.m./film permit $2,000 $1,000 ($1,000) -50% 100-0000-4820 Graffiti Restitution $0 $500 $500 N/A100-0000-4303 Banner Program $0 $1,000 $1,000 N/A100-0000-4346 Int'l St Fair Fees $0 $7,425 $7,425 N/A100-0000-4765 Solid Waste Delinquent Admin Fees $0 $9,000 $9,000 N/A100-0000-4070 Motor Vehicle In-Lieu VFL $21,000 $50,000 $29,000 138%100-0000-4865 SA Admin Allowance $0 $33,380 $33,380 N/A100-0000-4030 Measure V $160,000 $200,000 $40,000 25%100-0000-4230 Grant Income $10,425 $75,000 $64,575 619%100-0000-4000 Sales and Use Tax $4,262,882 $4,341,639 $78,757 2%100-0000-4085 RPTTF Disbursement/AB1290 $80,000 $191,500 $111,500 139%100-0000-4005 Transactions and Use Tax $3,151,000 $3,308,695 $157,695 5%100-0000-4870 Settlement Payments $241,344 $241,344 N/ASubtotal Increases $484,896 Subtotal Decreases $173,380Total Net General Fund Revenues $658,276 General Fund Transfers-In
100-0000-4900 Transfer-In $733,564 $680,501 ($53,063) -7%Total Net General Fund Transfers-In ($53,063)Total Net General Fund Revenues and Transfers-In $605,213 General Fund Reserve Charges
100-0000-3000 Unassigned Fund Balance $0 $1,031,300 $1,031,300 N/A Transfer to Capital Projects Fund $365,000Loan to Housing Authority $666,300 Total Net Charges to Unassigned Fund Balance $1,031,300 GENERAL FUND DEPARTMENTS1100 - City Council
100-1100-5315 Employee Benefits $46,002 $45,303 ($699) -2%100-1100-5325 Flex Deductible Reimb $943 $1,080 $137 15%100-1100-5610 Retiree Health Insurance $62,090 $34,521 ($27,569) -44% 100-1100-5710 SELACO WIB Stipend $0 $700 $700 N/A100-1100-6490 Dues/Subscription/Publication $21,100 $24,000 $2,900 14% Adopted February 9, 2026 Page 1 of 12
City of Artesia Fiscal Year 2025-26 Mid-Year Budget
Department Account ID Description FY 2025-26 Budget FY 2025-26 Mid-Year $ Change % Change 100-1100-6800 Council Workshops $5,500 $8,700 $3,200 58%100-1100-7755 Miscellaneous Expense $8,200 $10,600 $2,400 29%Subtotal Increases $9,337Subtotal Decreases ($28,268)Total Net Change ($18,931) 1200 - Legal Services
100-1200-6006 Attorney Spec Services $75,000 $74,000 ($1,000) -1% 100-1200-6100 Code Enforcement $52,600 $30,000 ($22,600) -43%100-1200-6120 Planning $42,300 $62,000 $19,700 47%100-1200-6155 Special Contract Services $188,500 $188,400 ($100) 0% 100-1200-6820 City Manager $16,000 $20,000 $4,000 25%100-1200-7605 City Council Projects $51,000 $50,000 ($1,000) -2%Subtotal Increases $23,700Subtotal Decreases ($24,700)Total Net Change ($1,000) 1300 - City Manager
100-1300-5010 Salaries $186,379 $185,846 ($533) 0%
100-1300-5225 Retirement - Employer Contr $18,483 $18,426 ($57) 0% 100-1300-5250 Medicare / Social Security Tax $2,702 $2,695 ($7) 0%100-1300-5315 Employee Benefits $17,507 $17,210 ($297) -2%100-1300-5320 City 457 Match $9,908 $9,892 ($16) 0% 100-1300-5325 Flex Deductible Reimb $1,959 $1,996 $37 2%100-1300-5415 Phone Allowance $1,800 $1,200 ($600) -33%100-1300-5610 Retiree Health Insurance $72,509 $72,366 ($143) 0%Subtotal Increases $37Subtotal Decreases ($1,653)Total Net Change ($1,616) 1400- City Clerk
100-1400-5315 Employee Benefits $11,118 $11,373 $255 2%100-1400-5325 Flex Deductible Reimb $1,592 $2,090 $498 31%100-1400-5610 Retiree Health Insurance $28,652 $29,366 $714 2%100-1400-6025 Codification & Supplementation $4,000 $9,000 $5,000 125% 100-1400-6155 Special Contract Services $68,300 $86,446 $18,146 27%100-1400-7615 Elections $0 $3,000 $3,000 N/ASubtotal Increases $27,613Subtotal DecreasesTotal Net Change $27,613 2100 - Administration
100-2100-5010 Salaries $615,462 $570,368 ($45,094) -7%
100-2100-5225 Retirement - Employer Contr $54,442 $50,853 ($3,589) -7%100-2100-5250 Medicare / Social Security Tax $9,282 $10,160 $878 9%100-2100-5315 Employee Benefits $84,809 $83,822 ($987) -1%100-2100-5320 City 457 Match $15,636 $17,111 $1,475 9% Adopted February 9, 2026 Page 2 of 12
City of Artesia Fiscal Year 2025-26 Mid-Year Budget
Department Account ID Description FY 2025-26 Budget FY 2025-26 Mid-Year $ Change % Change 100-2100-5325 Flex Deductible Reimb $8,044 $9,126 $1,082 13%100-2100-6155 Special Contract Services $80,000 $50,000 ($30,000) -38%100-2100-7030 Telephone $42,000 $21,000 ($21,000) -50%100-2100-7130 Security $6,000 $8,500 $2,500 42%100-2100-7685 Disaster/Emergency Preparedness $62,031 $26,663 ($35,368) -57%100-2100-7755 Miscellaneous Expense $26,000 $13,000 ($13,000) -50%Subtotal Increases $5,935Subtotal Decreases ($149,038)Total Net Change ($143,103) 2400 - Human Resources
100-2400-5010 Salaries $332,685 $339,933 $7,248 2%100-2400-5225 Retirement - Employer Contr $34,208 $35,059 $851 2%100-2400-5250 Medicare / Social Security Tax $4,824 $4,929 $105 2%100-2400-5315 Employee Benefits $74,751 $66,343 ($8,408) -11% 100-2400-5325 Flex Deductible Reimb $5,599 $6,269 $670 12%100-2400-5415 Phone Allowance $2,160 $2,060 ($100) -5%100-2400-5418 Bilingual Pay $0 $2,175 $2,175 N/A100-2400-5520 Employee Appreciation $20,000 $27,750 $7,750 39%100-2400-5550 Background Checks $1,000 $1,500 $500 50%100-2400-6035 Contract Services $15,000 $28,000 $13,000 87%100-2400-7765 Organizational Development $17,000 $20,000 $3,000 18%Subtotal Increases $35,299Subtotal Decreases ($8,508)Total Net Change $26,791 2450 - Risk Management
100-2450-5315 Employee Benefits $5,902 $5,832 ($70) -1%100-2450-5325 Flex Deductible Reimb $418 $426 $8 2%Subtotal Increases $8Subtotal Decreases ($70)Total Net Change ($62) 2500 - Artesia Towne Center
100-2500-5010 Salaries $54,819 $54,713 ($106) 0%
100-2500-5225 Retirement - Employer Contr $5,093 $5,082 ($11) 0% 100-2500-5250 Medicare / Social Security Tax $795 $793 ($2) 0%100-2500-5315 Employee Benefits $3,551 $3,537 ($14) 0% 100-2500-5320 City 457 Match $2,530 $2,841 $311 12%100-2500-5325 Flex Deductible Reimb $572 $628 $56 10%100-2500-5415 Phone Allowance $360 $240 ($120) -33%Subtotal Increases $367Subtotal Decreases ($253)Total Net Change $114 3100 - Finance
100-3100-5010 Salaries $553,339 $572,010 $18,671 3%
Adopted February 9, 2026 Page 3 of 12
City of Artesia Fiscal Year 2025-26 Mid-Year Budget
Department Account ID Description FY 2025-26 Budget FY 2025-26 Mid-Year $ Change % Change 100-3100-5030 Overtime $1,000 $2,500 $1,500 150%100-3100-5225 Retirement - Employer Contr $47,433 $48,919 $1,486 3%100-3100-5250 Medicare / Social Security Tax $8,023 $8,294 $271 3%100-3100-5315 Employee Benefits $93,653 $78,993 ($14,660) -16%100-3100-5320 City 457 Match $16,600 $17,160 $560 3%100-3100-5325 Flex Deductible Reimb $7,327 $8,334 $1,007 14%100-3100-5410 Automobile Allowance $3,840 $4,140 $300 8%100-3100-5418 Bilingual Pay $0 $1,250 $1,250 N/A100-3100-5610 Retiree Health Insurance $15,683 $15,458 ($225) -1% 100-3100-6095 IT Services $20,000 $30,000 $10,000 50%100-3100-7660 Bank fees $18,000 $22,000 $4,000 22%Subtotal Increases $39,045Subtotal Decreases ($14,885)Total Net Change $24,161 4100 - Planning
100-4100-5010 Salaries $277,087 $173,933 ($103,154) -37% 100-4100-5225 Retirement - Employer Contr $24,356 $15,169 ($9,187) -38% 100-4100-5250 Medicare / Social Security Tax $4,018 $2,522 ($1,496) -37% 100-4100-5315 Employee Benefits $87,987 $38,581 ($49,406) -56%100-4100-5320 City 457 Match $2,464 $0 ($2,464) -100%100-4100-5325 Flex Deductible Reimb $4,259 $4,915 $656 15%100-4100-5410 Automobile Allowance $2,340 $1,500 ($840) -36%100-4100-5415 Phone Allowance $540 $360 ($180) -33%100-4100-6155 Special Contract Services $355,000 $583,722 $228,722 64%100-4100-6520 Office/Department Supplies $3,500 $750 ($2,750) -79% 100-4100-6710 Legal Publications $18,000 $34,000 $16,000 89%100-4100-6900 Travel and Meeting $4,000 $2,000 ($2,000) -50% 100-4100-7260 Vehicle Service/Maintenance $2,500 $1,653 ($847) -34%100-4100-7265 Vehicle/Equipment Fuel $2,000 $1,000 ($1,000) -50% Subtotal Increases $245,378Subtotal Decreases ($173,324)Total Net Change $72,054 4300 - Building and Safety
100-4300-5010 Salaries $28,011 $18,641 ($9,370) -33%
100-4300-5225 Retirement - Employer Contr $2,230 $1,484 ($746) -33%100-4300-5250 Medicare / Social Security Tax $406 $270 ($136) -33% 100-4300-5315 Employee Benefits $10,269 $4,593 ($5,676) -55% 100-4300-5325 Flex Deductible Reimb $492 $596 $104 21%100-4300-6015 Building Inspection Plan Cks $294,000 $174,847 ($119,153) -41%100-4300-6155 Special Contract Services $0 $17,210 $17,210 N/ASubtotal Increases $17,314Subtotal Decreases ($135,081)Total Net Change ($117,766) 4400 - Economic Development
Adopted February 9, 2026 Page 4 of 12
City of Artesia Fiscal Year 2025-26 Mid-Year Budget
Department Account ID Description FY 2025-26 Budget FY 2025-26 Mid-Year $ Change % Change 100-4400-5010 Salaries $91,184 $90,811 ($373) 0%
100-4400-5225 Retirement - Employer Contr $9,811 $9,771 ($40) 0% 100-4400-5250 Medicare / Social Security Tax $1,322 $1,317 ($5) 0%100-4400-5320 City 457 Match $6,936 $6,924 ($12) 0% 100-4400-5325 Flex Deductible Reimb $731 $745 $14 2%100-4400-5415 Phone Allowance $840 $420 ($420) -50%Subtotal Increases $14Subtotal Decreases ($850)Total Net Change ($836) 4500 - City Engineer
100-4500-5315 Employee Benefits $575 $569 ($6) -1%
100-4500-5325 Flex Deductible Reimb $63 $74 $11 17%100-4500-5418 Bilingual Pay $0 $75 $75 N/A100-4500-6035 Contract Services $200,000 $196,600 ($3,400) -2%100-4500-6065 Engineering/Architectural $5,000 $8,348 $3,348 67%Subtotal Increases $3,434Subtotal Decreases ($3,406)Total Net Change $28 4600 - Code Compliance
100-4600-5010 Salaries $314,800 $297,318 ($17,482) -6%100-4600-5225 Retirement - Employer Contr $26,700 $24,766 ($1,934) -7%100-4600-5250 Medicare / Social Security Tax $4,565 $4,311 ($254) -6%100-4600-5315 Employee Benefits $65,617 $70,180 $4,563 7%100-4600-5320 City 457 Match $10,044 $8,731 ($1,313) -13% 100-4600-5325 Flex Deductible Reimb $4,542 $5,147 $605 13%100-4600-5410 Automobile Allowance $1,740 $1,440 ($300) -17%100-4600-5415 Phone Allowance $420 $260 ($160) -38%100-4600-5570 Uniforms $3,500 $2,499 ($1,001) -29% 100-4600-5610 Retiree Health Insurance $7,853 $8,041 $188 2%100-4600-6013 Citation Administration $3,150 $2,500 ($650) -21%100-4600-6035 Contract Services $30,000 $7,035 ($22,965) -77%100-4600-6490 Dues/Subscription/Publication $6,500 $5,090 ($1,410) -22% 100-4600-6520 Office/Department Supplies $3,000 $2,597 ($403) -13% 100-4600-6540 Printing $4,000 $146 ($3,854) -96%
100-4600-6900 Travel and Meeting $1,500 $1,118 ($382) -25%100-4600-7200 Maintenance/Repair $1,000 $0 ($1,000) -100%100-4600-7260 Vehicle Service/Maintenance $2,000 $1,776 ($224) -11%100-4600-7720 Equipment/Property Rental $2,230 $1,914 ($316) -14% Subtotal Increases $5,356
Subtotal Decreases ($53,648)Total Net Change ($48,292)
4800 - Parking Enforcement
100-4800-5010 Salaries $45,628 $0 ($45,628) -100%
100-4800-5020 Wages (Part Time) $74,100 $0 ($74,100) -100% Adopted February 9, 2026 Page 5 of 12
City of Artesia Fiscal Year 2025-26 Mid-Year Budget
Department Account ID Description FY 2025-26 Budget FY 2025-26 Mid-Year $ Change % Change 100-4800-5225 Retirement - Employer Contr $4,910 $0 ($4,910) -100%100-4800-5235 PERS - Unfunded Liability $4,941 $0 ($4,941) -100%100-4800-5250 Medicare / Social Security Tax $6,330 $0 ($6,330) -100%100-4800-5315 Employee Benefits $7,480 $0 ($7,480) -100%100-4800-5320 City 457 Match $1,369 $0 ($1,369) -100%100-4800-5325 Flex Deductible Reimb $310 $0 ($310) -100% 100-4800-5410 Automobile Allowance $900 $0 ($900) -100% 100-4800-5415 Phone Allowance $300 $0 ($300) -100%
100-4800-5570 Uniforms $2,725 $0 ($2,725) -100%100-4800-6013 Citation Administration $17,200 $0 ($17,200) -100% 100-4800-6520 Office/Department Supplies $2,900 $0 ($2,900) -100%100-4800-6610 Software Maintenance $5,000 $0 ($5,000) -100%100-4800-7030 Telephone $2,500 $0 ($2,500) -100%100-4800-7200 Maintenance/Repair $4,000 $0 ($4,000) -100%100-4800-7260 Vehicle Service/Maintenance $800 $0 ($800) -100% 100-4800-7330 Street Signs $5,000 $0 ($5,000) -100%100-4800-7660 Bank fees $15,000 $0 ($15,000) -100% Subtotal IncreasesSubtotal Decreases ($201,393)Total Net Change ($201,393) 5100 - Parks and Recreation
100-5100-5010 Salaries $494,258 $487,583 ($6,675) -1%
100-5100-5225 Retirement - Employer Contr $43,306 $42,700 ($606) -1%100-5100-5250 Medicare / Social Security Tax $15,405 $15,308 ($97) -1% 100-5100-5315 Employee Benefits $105,868 $104,635 ($1,233) -1%100-5100-5320 City 457 Match $9,235 $9,155 ($80) -1%100-5100-5325 Flex Deductible Reimb $7,186 $8,411 $1,225 17%100-5100-5418 Bilingual Pay $1,500 $3,100 $1,600 107%100-5100-5610 Retiree Health Insurance $73,603 $75,150 $1,547 2%100-5100-6190 Recreation Instructor Payment $15,000 $30,000 $15,000 100%100-5100-7010 Light and Power $65,000 $94,000 $29,000 45%100-5100-7020 Natural Gas $4,500 $1,800 ($2,700) -60% 100-5100-7030 Telephone $6,500 $8,000 $1,500 23%100-5100-7050 Water $32,500 $40,000 $7,500 23%100-5100-7051 Water - 178th St $5,500 $3,000 ($2,500) -45% 100-5100-7130 Security $62,000 $48,000 ($14,000) -23%100-5100-7220 HVAC System Service/Maintenance $49,000 $100,000 $51,000 104%100-5100-7245 AJ Padelford Center Maint $10,000 $18,000 $8,000 80%100-5100-7823 State Parks Grant - AP/AJPP $13,031 $4,600 ($8,431) -65% 100-5100-8024 Park Improvements $0 $18,390 $18,390 N/ASubtotal Increases $134,762Subtotal Decreases ($36,322)Total Net Change $98,441 5300 - Community Promotions
100-5300-7760 Miss Artesia Pageant $6,000 $4,997 ($1,003) -17% Adopted February 9, 2026 Page 6 of 12
City of Artesia Fiscal Year 2025-26 Mid-Year Budget
Department Account ID Description FY 2025-26 Budget FY 2025-26 Mid-Year $ Change % Change 100-5300-7800 Special Event Equipment $5,000 $8,865 $3,865 77%100-5300-7808 Community Benefits Grant $2,500 $0 ($2,500) -100%Subtotal Increases $3,865Subtotal Decreases ($3,503)Total Net Change $362 6100 - Public Works
100-6100-5010 Salaries $834,402 $831,840 ($2,562) 0%
100-6100-5225 Retirement - Employer Contr $76,316 $75,621 ($695) -1%100-6100-5250 Medicare / Social Security Tax $12,099 $12,754 $655 5%100-6100-5315 Employee Benefits $201,412 $205,012 $3,600 2%100-6100-5320 City 457 Match $8,604 $13,566 $4,962 58%100-6100-5325 Flex Deductible Reimb $12,481 $14,097 $1,616 13%100-6100-5610 Retiree Health Insurance $77,619 $92,608 $14,989 19%100-6100-6035 Contract Services $100,000 $49,000 ($51,000) -51%100-6100-7010 Light and Power $40,000 $46,000 $6,000 15%100-6100-7020 Natural Gas $1,500 $500 ($1,000) -67% 100-6100-7030 Telephone $5,500 $3,000 ($2,500) -45%
100-6100-7050 Water $13,000 $14,000 $1,000 8%100-6100-7220 HVAC System Service/Maintenance $0 $7,500 $7,500 N/A100-6100-7260 Vehicle Service/Maintenance $11,500 $15,000 $3,500 30%100-6100-8011 Capital equipment $150,000 $0 ($150,000) -100%100-6100-9515 Vehicle Lease $0 $32,000 $32,000 N/ASubtotal Increases $75,822Subtotal Decreases ($207,757)Total Net Change ($131,935) 7100 - Law Enforcement
100-7100-6035 Contract Services $301,500 $351,500 $50,000 17%100-7100-6095 IT Services $4,884 $6,474 $1,590 33%100-7100-6160 Special Law Enforcement $368,000 $160,000 ($208,000) -57% Subtotal Increases $51,590Subtotal Decreases ($208,000)Total Net Change ($156,410)Total General Fund Expenditures ($571,782) General Fund Transfers-Out
100-0000-9900 Transfer Out $65,211 $143,497 $78,286Total Net General Fund Transfers-Out $78,286 Total Net General Fund Revenues and Transfers-Out ($493,496) Net General Fund
Current Budget - General Fund Net - Surplus (Deficit) $205,585Total General Fund Revenue and Transfer Changes $605,213 Adopted February 9, 2026 Page 7 of 12
City of Artesia Fiscal Year 2025-26 Mid-Year Budget
Department Account ID Description FY 2025-26 Budget FY 2025-26 Mid-Year $ Change % Change Total General Fund Expenditure Changes ($493,496)
Total General Fund Net - Surplus (Deficit) $317,303
OTHER FUNDS
200 - Housing Authority
200-0000-2810 Loan from General Fund $0 $666,300 $666,300 N/A200-0000-5010 Salaries $19,373 $15,503 ($3,870) -20% 200-0000-5225 Retirement - Employer Contr $2,085 $1,668 ($417) -20%200-0000-5250 Medicare / Social Security Tax $281 $225 ($56) -20% 200-0000-5315 Employee Benefits $2,992 $2,160 ($832) -28% 200-0000-5320 City 457 Match $581 $307 ($274) -47%200-0000-5325 Flex Deductible Reimb $166 $185 $19 11%200-0000-5410 Automobile Allowance $360 $300 ($60) -17%200-0000-5415 Phone Allowance $120 $100 ($20) -17%200-0000-5900 Administrative Allowance $10,000 $2,000 ($8,000) -80% 200-0000-6035 Contract Services $110,000 $267,083 $157,083 143%200-0000-8070 Property Acquisition $0 $666,300 N/A Subtotal Revenue $666,300Subtotal Increases $157,102Subtotal Decreases ($13,529) Total Net Change $143,573
205 - AJ Paddleford Park
205-0000-5900 Administrative Allowance $15,000 $0 ($15,000) -100% 205-0000-6035 Contract Services $23,000 $44,000 $21,000 91%205-0000-6700 Publicity $6,000 $0 ($6,000) -100%205-0000-7818 Property Relocation Fees $215,000 $0 ($215,000) -100%205-0000-8000 AJ Padelford Park Improvements $566,119 $517,856 ($48,263) -9% Subtotal Revenue $0Subtotal Increases $21,000Subtotal Decreases ($284,263) Total Net Change ($263,263)
215 - Public, Education & Government (PEG)
215-0000-6035 Contract Services $22,786 $15,163 ($7,623) -33% Subtotal Revenue $0Subtotal Increases $0Subtotal Decreases ($7,623) Total Net Change ($7,623)
235 - Youth Activities League Grant (YAL)
235-0000-5010 Salaries $109,285 $66,864 ($42,421) -39%
235-0000-5020 Wages (Part Time) $0 $35,568 $35,568 N/A235-0000-5225 Retirement - Employer Contr $5,868 $5,322 ($546) -9% 235-0000-5250 Medicare / Social Security Tax $3,790 $3,690 ($100) -3%235-0000-5315 Employee Benefits $29,919 $29,571 ($348) -1%235-0000-5325 Flex Deductible Reimb $1,341 $1,453 $112 8% Subtotal Revenue $0Subtotal Increases $35,680Subtotal Decreases ($43,415) Adopted February 9, 2026 Page 8 of 12
City of Artesia Fiscal Year 2025-26 Mid-Year Budget
Department Account ID Description FY 2025-26 Budget FY 2025-26 Mid-Year $ Change % Change Total Net Change ($7,735)
237 - Youth Community Access Grant
237-0000-4230 Grant Income $0 $430,005 $430,005 N/A237-0000-5010 Salaries $0 $12,286 $12,286 N/A237-0000-5020 Wages (Part Time) $0 $3,200 $3,200 N/A237-0000-5225 Retirement - Employer Contr $0 $978 $978 N/A237-0000-5250 Medicare / Social Security Tax $0 $423 $423 N/A237-0000-5315 Employee Benefits $0 $3,876 $3,876 N/A237-0000-5325 Flex Deductible Reimb $0 $909 $909 N/A Subtotal Revenue $430,005Subtotal Increases $21,672Subtotal Decreases Total Net Change $21,672
245 - Artesia Parking Authority
245-0000-4355 Merchant Paid Parking $0 $14,000 $14,000 N/A245-0000-4370 Pay Station coin income $0 $2,000 $2,000 N/A245-0000-4371 Pay station credit income $0 $8,000 $8,000 N/A245-0000-4515 City Parking Fines $0 $60,000 $60,000 N/A245-0000-4900 Transfer-In $0 $0 $78,286 N/A245-0000-5010 Salaries $0 $26,277 $26,277 N/A245-0000-5020 Wages (Part Time) $0 $74,100 $74,100 N/A245-0000-5225 Retirement - Employer Contr $0 $2,827 $2,827 N/A245-0000-5235 PERS - Unfunded Liability $0 $4,941 $4,941 N/A245-0000-5250 Medicare / Social Security Tax $0 $6,050 $6,050 N/A 245-0000-5315 Employee Benefits $0 $3,410 $3,410 N/A245-0000-5325 Flex Deductible Reimb $0 $394 $394 N/A245-0000-5410 Automobile Allowance $0 $600 $600 N/A245-0000-5415 Phone Allowance $0 $200 $200 N/A245-0000-5570 Uniforms $0 $2,174 $2,174 N/A245-0000-6013 Citation Administration $0 $11,982 $11,982 N/A245-0000-6520 Office/Department Supplies $0 $1,500 $1,500 N/A245-0000-6610 Software Maintenance $0 $5,000 $5,000 N/A245-0000-7030 Telephone $0 $2,700 $2,700 N/A245-0000-7200 Maintenance/Repair $0 $2,000 $2,000 N/A245-0000-7260 Vehicle Service/Maintenance $0 $631 $631 N/A245-0000-7330 Street Signs $0 $2,500 $2,500 N/A245-0000-7660 Bank fees $0 $15,000 $15,000 N/A Subtotal Revenue $162,286Subtotal Increases $162,286Subtotal Decreases Total Net Change $162,286
320 - Measure M
320-0000-4000 Sales and Use Tax $292,154 $297,564 $5,410 2% Subtotal Revenue $5,410Subtotal IncreasesSubtotal Decreases Total Net Change $0
Adopted February 9, 2026 Page 9 of 12
City of Artesia Fiscal Year 2025-26 Mid-Year Budget
Department Account ID Description FY 2025-26 Budget FY 2025-26 Mid-Year $ Change % Change 330 - Measure R
330-0000-4000 Sales and Use Tax $257,783 $262,642 $4,859 2% Subtotal Revenue $4,859Subtotal IncreasesSubtotal Decreases Total Net Change $0
340 - LAMTA TOD
340-0000-6050 Design & Policy Guidelines $121,781 $119,146 ($2,635) -2% 340-0000-7637 Adoption $2,501 $5,136 $2,635 105%
Subtotal RevenueSubtotal Increases $2,635Subtotal Decreases ($2,635) Total Net Change $0
350 - Measure A Park Improvement
350-0000-4230 Grant Income $950,000 $1,466,098 $516,098 54% 350-0000-4230 County4212 $700,000 $1,189,000 $489,000 70%350-0000-4230 RPOSD $250,000 $259,108 $9,108 4%350-0000-4230 AJPP $0 $17,990 $17,990 N/A 350-0000-4270 RPOSD-TAP $0 $88,125 $88,125 N/A350-0000-5900 Administrative Allowance $0 $7,613 $7,613 N/A 350-0000-5900 AJPP $0 $7,613 $7,613 N/A
350-0000-6035 Contract Services $0 $98,502 $98,502 N/A
350-0000-6035 AJPP $0 $10,377 $10,377 N/A350-0000-6035 RPOSD-TAP $0 $88,125 $88,125 N/A 350-0000-8020 Capital Improvement $0 $150,000 $150,000 N/A350-0000-8024 Park Improvements $950,000 $809,886 ($140,114) -15% 350-0000-8024 RPOSD $0 ($140,114) ($140,114) N/A
350-0000-8090 Trails Project $0 $2,500 $2,500 N/A
Subtotal Revenue $604,223Subtotal Increases $258,615Subtotal Decreases ($140,114) Total Net Change $118,501
360 - Proposition A
360-0000-4000 Sales and Use Tax $414,372 $422,260 $7,888 2%360-0000-6075 Gateway COG Study $33,650 $23,650 ($10,000) -30% 360-0000-6155 Special Contract Services $280,000 $354,492 $74,492 27%360-0000-6490 Dues/Subscription/Publication $0 $10,000 $10,000 N/A360-0000-7680 Community Transit $103,000 $131,000 $28,000 27%360-0000-8011 Capital equipment $0 $14,000 $14,000 N/A360-0000-8020 Capital Improvement $371,992 $255,500 ($116,492) -31% Subtotal Revenue $7,888Subtotal Increases $126,492Subtotal Decreases ($126,492) Total Net Change $0
370 - Proposition C
370-0000-4000 Sales and Use Tax $343,711 $350,254 $6,543 2% Subtotal Revenue $6,543Subtotal IncreasesSubtotal Decreases Adopted February 9, 2026 Page 10 of 12
City of Artesia Fiscal Year 2025-26 Mid-Year Budget
Department Account ID Description FY 2025-26 Budget FY 2025-26 Mid-Year $ Change % Change Total Net Change
375 - SB1 RMRA
375-0000-4205 SB1 RMRA $444,087 $433,959 ($10,128) -2%
Subtotal Revenue ($10,128)Subtotal IncreasesSubtotal Decreases Total Net Change
377 - SB 1383 Giveaway
377-0000-5900 Administrative Allowance $30,250 $12,750 ($17,500) -58% 377-0000-6155 Special Contract Services $27,125 $62,250 $35,125 129% Subtotal RevenueSubtotal Increases $35,125Subtotal Decreases ($17,500) Total Net Change $17,625
420 - State Gas Tax
420-0000-4201 State Gas Tax - 2105 $105,983 $105,357 ($626) -1% 420-0000-4202 State Gas Tax - 2106 $64,068 $140,809 $76,741 120%420-0000-4203 State Gas Tax - 2107 $144,501 $140,809 ($3,692) -3% Subtotal Revenue $72,423Subtotal IncreasesSubtotal Decreases Total Net Change
440 - Street Light Maintenance District (SLMD)
440-0000-7010 Light and Power $196,281 $220,000 $23,719 12% Subtotal RevenueSubtotal Increases $23,719Subtotal Decreases Total Net Change $23,719
470- Development Impact Fees (DIF)
470-0000-4800 Impact Fees $4,240,217 $1,766,657 ($2,473,560) -58% 470-0000-4800 Community Center Facilities Fee $1,105,813 $460,453 ($645,360) -58% 470-0000-4800 Public Facilities Fees $840,358 $349,918 ($490,440) -58%470-0000-4800 Parks & Recreation Facilities Fees $1,843,356 $767,556 ($1,075,800) -58% 470-0000-4800 Storm Drain Facilities Fees $33,026 $13,946 ($19,080) -58%470-0000-4800 Traffic Facilities Fees $417,664 $174,784 ($242,880) -58% Subtotal Revenue ($2,473,560)Subtotal IncreasesSubtotal Decreases Total Net Change
480 - Measure W
480-0000-5010 Salaries $30,879 $28,085 ($2,794) -9%
480-0000-5225 Retirement - Employer Contr $2,458 $2,236 ($222) -9% 480-0000-5250 Medicare / Social Security Tax $448 $407 ($41) -9% 480-0000-5315 Employee Benefits $4,667 $3,043 ($1,624) -35% 480-0000-5325 Flex Deductible Reimb $382 $461 $79 21%480-0000-5410 Automobile Allowance $195 $176 ($19) -10%480-0000-6035 Contract Services $134,500 $87,500 ($47,000) -35% Adopted February 9, 2026 Page 11 of 12
City of Artesia Fiscal Year 2025-26 Mid-Year Budget
Department Account ID Description FY 2025-26 Budget FY 2025-26 Mid-Year $ Change % Change 480-0000-6490 Dues/Subscription/Publication $54,500 $34,432 ($20,068) -37%480-0000-7817 NPDES Reporting Mandates $4,500 $0 ($4,500) -100%480-0000-8010 Capital Expenditures $0 $61,041 $61,041 N/A Subtotal RevenueSubtotal Increases $61,120Subtotal Decreases ($76,268) Total Net Change ($15,148)
500 - Capital Projects Fund
500-0000-4900 Transfer-In $0 $365,000 $365,000 N/A
Subtotal Revenue $365,000Subtotal IncreasesSubtotal Decreases Total Net Change $0
Adopted February 9, 2026 Page 12 of 12