DocuSign DocuSign Envelope Envelope ID: 9572A8C3 64B0A0DF--61C7 6351-4821B8E--BB68 8587-037BDD3C3793 6C9754F833A7 16 Provide all "Suspension or Disbarment"
information that has applied to your organization
during the past ten years.
SHI has not been suspended or disbarred on any contracts similar to what is being requested by Sourcewell. *
17 Within this RFP category there may be
subcategories of solutions. List subcategory titles
that best describe your products and services.
Today, we continue to fine-tune our products and services to meet the needs of our customers and the ever-changing, broad technology landscape. Our catalogue of products continues to grow and change in response to technological demands and customer needs.
SHI categorizes the technology landscape and our capabilities into three broad segments: EndUser, Datacenter, and Security. Within each of these segments are practices; for instance, the End-User Segment is comprised of Mobility, Desktop, Unified Communications, Devices, Peripherals, and Accessories.
At the next level are the Solutions that reside within each practice. For example, within the Mobility practice, Unified Endpoint Management, Enterprise Mobility Management, Mobile App Management, Mobile Device Management, and Enterprise File Sharing exist.
Another example includes the Solutions that reside under the Devices, Peripherals, and Accessories practice; these include Operating System, Desktop, Laptop, Tablet, Thin Client, Smart Phone, Video Surveillance, Printing and Imaging, Digital Signage, and Peripherals.
The last piece of this conversation centers on Services for each Solution. These Services include Advisory Assessments, Solution Design, Proof of Concept, Implementation, Staff Augmentation, Training, Project Management, and Managed Services.
Due to the size of SHI's Solutions Directory, it would be cumbersome to include all of the granular categories here, as our categorization and capabilities are extensive. But Sourcewell can be confident knowing that SHI has the capability to support its Members and to facilitate the right solution for each Member's environment at an extraordinary value.
Should Sourcewell wish to discuss our Solutions Directory in greater detail, we will gladly schedule a call to articulate the comprehensive practice and solution areas we provide. *
Industry Recognition & Marketplace Success
Line
Item Question Response *
18 Describe any relevant industry awards or
recognition that your company has received in
the past five years
Both clients and vendors have recognized SHI generously over the last five years for our exceptional quality, service, and partnerships. We are truly humbled by these accolades and by the recognition that has resulted from our Purpose and Passion. 2019 Awards
• Microsoft US Surface Transformation Reseller of the Year • Microsoft Partner of the Year Award (MSUS Awards): Modern Workplace, Modern Desktop Award
• Ranked 10th on CRN's 2019 Solution Provider 500
• Dell Technologies Transformational Partner of the Year • SOPHOS Cloud Partner of the year
• Intel Partner of the Year for Vertical Solutions: Client Solution - National Solution Provider • Intel Partner of the Year for Marketing: Training for Results - Sales • CRN's 2019 Managed Service Provider 500 - Elite 150 Category • Forbes Best Employers for Diversity 2019
• Adobe Digital Media Worldwide Partner of the Year
2018 Awards
• VMware Partner Innovation Award: Transform Networking & Security • VMware Partner Innovation Award: Partner of the Year - Americas • VMware Partner Innovation Award: VMware Cloud on AWS Solution - Americas • Panasas Accelerate Newcomer Partner of the Year 2018
• Citrix Networking Partner of the Year
• CloudHealth North America Partner of the Year
• Cisco US Commercial POY - South Area
• Cisco Capital POY - South Area
• Cisco US Commercial POY - West Area
• Cisco Advanced Collaboration Partner of the Year
• Austin American-Statesman Top Workplaces
• RSA North American SecurID® Suite Partner of the Year • Pure Storage Disruptor of the Year Partner Award
• Partner of the Year - Municipal Information Systems Association (MISA) of Ontario • Ranked 8th on CRN's 2018 Solution Provider 500
• MSI Outstanding Channel Partner Award
• Intel Partner of the Year PC Client Solution Award
2017 Awards
• VMware Americas Marketing Partner of the Year
• VMware Global Marketing Partner of the Year
• Cradlepoint 2017 NSP Growth Partner of the Year
Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.
DocuSign DocuSign Envelope Envelope ID: 9572A8C3 64B0A0DF--61C7 6351-4821B8E--BB68 8587-037BDD3C3793 6C9754F833A7 • Ribbon Communications North America Partner of the Year Award • Fortinet North America Fabric Partner of the Year Award • Citrix Sales Acceleration Award
• McAfee Partner of the Year
• Cisco Commercial Partner of the Year 2017
• Cisco Commercial Territory Partner of the Year 2017
• SHI Achieves AWS Managed Service Partner Status - 2017 • Citi Lean Partner Award
• Microsoft US Public Sector 2017 Partner of The Year
• HP U.S. Print Hardware National Solution Provider of the Year • Forbes America's Best Midsize Employers 2017
• Hewlett Packard Enterprise Global Financial Services Partner of the Year 2017 • Microsoft Top Partner Windows Commercial Revenue 2017 • Nutanix Velocity Partner of the Year
• Ranked 9th on CRN's 2017 Solution Provider 500
• SAP Ariba Supplier of the Year
• Microsoft's SLG Channel Partner of the Year
2016 Awards
• Intalere Supplier Growth Leader - 20 Percent Club
• Aflac Partner of the Year Award 2016 - Diversity
• Austin American-Statesman Top Workplaces 2016 - SHI International Corp. • Breakaway Partner 2016 - U.S. National
• Citrix Enterprise Partner of the Year 2016
• Cohesity National Partner of the Year 2016
• CRN Tech Elite 250
• Forbes America's Largest Private Companies 2016
• Forbes America's Best Employers 2016
• Fortinet North American Enhanced Technology Partner of the Year 2016 • Hewlett Packard Enterprise North America Financial Services Partner of the Year 2016 • HP Managed Print Services Best in Class Partner Award 2016 • Intel Security North America Reseller MVP
• Intel Security Partner of the Year- United States
• Meraki Elevate Partner of the Year 2016 - US Central Region • MES XCellence 2016- Best Solution Provider
• Microsoft FY16 Top Windows Client Commercial Revenue Partner • Microsoft FY16 US NASPO Top Partner
• Microsoft Operational Excellence Award
• Nutanix Momentum Award
• Ranked 13th on CRN's 2016 Solution Provider 500
• Sophos Top Performer National Americas 2016
• Veritas Technologies AMS Partner of the Year 2016
2015 Awards
• 2015 Adobe Americas Reseller of the Year
• 2015 CRN Triple Crown Award Recipient
• 2015 F5 Growth Partner of the Year
• 2015 Kaspersky National Partner of the Year
• Amerinet Diversity Supplier of the Year
• Austin American-Statesman Top Workplaces 2015 - SHI International Corp. • Autodesk - Partner of the Year 2015
• Autodesk Volume Channel Partner of the Year
• Citrix NA Partner of the Year 2015 - Mid-Market
• Citrix NA Partner of the Year 2015 - SMB
• Dell Healthcare Partner of the Year
• ESET Most Valuable Partner (MVP) 2015
• Fortinet 2015 United States Enhanced Technology Partner of the Year • NJBIZ's #1 Top Women-Owned Business
• Ranked 12th on CRN's 2015 Solution Provider 500
• Raytheon-Websense Growth Reseller of the Year (NA)
• Raytheon-Websense Net New Customer Acquisition Reseller of the Year (NA) • Red Hat North American Commercial High Volume Partner of the Year • SHI Canada ranks #14 out of Top 100 Solution Providers • Sophos Top Performer North America
• Southern California MSDC Supplier of the Year Winners Circle • Southwest Minority Supplier Development Council Class IV Supplier of the Year • US National Commercial Partner of the Year
• US South Region Meraki Partner of the Year
• Veeam Corporate Reseller of the Year 2015
• VMware Americas Renewals Partner of the Year and vCloud Air Partner of the Year • VMware Mobility Partner of the Year - Global and Regional 2014 Awards
• 2014 LAR of the Year, North America
• 2014 Microsoft Partner of the Year Award Education
• 2014 VMware Solutions Partner of the Year
• Americas Region VMware Solution Provider Partner of the Year Award • arcserve LAR of the Year
• Autodesk Top Volume Channel Partner
*
Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.
DocuSign DocuSign Envelope Envelope ID: 9572A8C3 64B0A0DF--61C7 6351-4821B8E--BB68 8587-037BDD3C3793 6C9754F833A7 • Blue Cross Blue Shield of Michigan LifeSecure Diverse Supplier Achievement Award • Cisco Meraki Partner of the Year, Americas
• Cisco New Break Away Partner of the Year, Americas
• GMIS International Partner Award - Diamond Level
• HP PartnerOne Award for Global Reseller of the Year
• McAfee Corporate Reseller of the Year 2014, North America • Microsoft Operational Excellence Award - Eleventh consecutive year and thirteenth time overall: 2014, 2013, 2012, 2011, 2010, 2009, 2008, 2007, 2006, 2005, 2004, 2000 & 1999 • NJBIZ's #1 Top Minority-Owned Business
• NJBIZ's #1 Top Women-Owned Business
• NJBIZ's #3 Top Privately Held Company
• Ranked 15th on CRN's 2014 Solution Provider 500
• SolarWinds' 2014 Partner of the Year Award
• Sophos Top Performing Partner 2014 - Fifth consecutive year • Thai Lee, SHI President and CEO, named to CRN's Women of the Channel Power 50 Solution Providers
19 What percentage of your sales are to the
governmental sector in the past three years
2018 - 14%
2017- 13%
2016-15%
*
20 What percentage of your sales are to the
education sector in the past three years
2018 - 6%
2017 - 6%
2016 - 3%
*
21 List any state or cooperative purchasing
contracts that you hold. What is the annual
sales volume for each of these contracts over
the past three years?
SHI has included sales volume for our top 5 contracts over the last 3 years. In addition to the information we've provided here, a full list of our contracts by state can be found at:
https://www.shi.com/Contract/PSContract/ContractHome
NASPO Software Contract
• 2016 - $176 Million
• 2017 - $163 Million
• 2018 - 302 Million
State Microsoft Software Contract
• 2016 - $39 Million
• 2017 - $188 Million
• 2018 - $104 Million
State Microsoft Software Contract
• 2016 - $133 Million
• 2017 - $149 Million
• 2018 - $40 Million
State Software Contract
• 2016 - $95 Million
• 2017 - $108 Million
• 2018 - $117 Million
GSA
• 2016 - $64 Million
• 2017 - $85 Million
• 2018 - $84 Million
*
22 List any GSA contracts that you hold. What is
the annual sales volume for each of these
contracts over the past three years?
GSA Contract number GS-35F-0111K
2018 - $82M
2017 - $85M
2016 - $64M
*
References/Testimonials
Line Item 23.
Entity Name * Contact Name * Phone Number *
Houston ISD Chris Stroupe - Sr. Platform Admin. 713-556-5131 * WA State Dept of Enterprise Elena McGrew - Enterprise Contract 360-407-3957 * City of New York John Gioia - Chief Contracting Officer 718-403-8503 * VA-INFORMATION TECHNOLOGIES AG Greg Scearce - Strategic Sourcing Specialist 804- 416-6166 Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.
DocuSign DocuSign Envelope Envelope ID: 9572A8C3 64B0A0DF--61C7 6351-4821B8E--BB68 8587-037BDD3C3793 6C9754F833A7 Top Five Government or Education Customers
Line Item 24. Provide a list of your top five government, education, or non-profit customers (entity name is optional), including entity type, the state or province the entity is located in, scope of the project(s), size of transaction(s), and dollar volumes from the past three years.
Entity Name Entity Type *
State /
Province *
Scope of Work * Size of Transactions *
Dollar Volume Past Three
Years *
Not Required Government Kentucky - KY All IT products and services $16-$1.7M $59,310,742 * Not Required Government New York - NY All IT products and services $10-$4M $40,512,256 * Not Required Government Louisiana - LA All IT products and services $33-$1.1M $40,338,113 * Not Required Government New York - NY All IT products and services $11-$1M $30,228,675 * Not Required Education Texas - TX All IT products and services $10-$1.6M $29,986,441 * Ability to Sell and Deliver Service Nationwide
Describe your company's capability to meet the needs of Sourcewell Members across the US, and Canada if applicable.Your response should address in detail at least the following areas: locations of your network of sales and service providers, the number of workers (full-time equivalents) involved in each sector, whether these workers are your direct employees (or employees of a third party), and any overlap between the sales and service functions.
Line
Item Question Response *
Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.
DocuSign DocuSign Envelope Envelope ID: 9572A8C3 64B0A0DF--61C7 6351-4821B8E--BB68 8587-037BDD3C3793 6C9754F833A7 *
25 Sales force. SHI is capable and eager to meet the needs of Sourcewell Members across the U.S. and Canada! Our ethos at SHI grows from our team members, and those team members remain our greatest asset. Each individual on our Sales Force is dedicated to providing exceptional customer service and support to Sourcewell Members. Building on Purpose and Passion, SHI continues to develop improved procurement and Internet solutions, strong partnerships with top manufacturers, and a company-wide determination to be the best for our customers. We do not rest on our laurels!
In order to remain successful for Sourcewell Members, we will remain flexible in our approach and will engage with each Member on an individual basis; we understand that one size does not fit all and that philosophy is apparent in our service structure. In terms of organization, we have retained a small business feel in order to remain agile for our customers. We operate successfully with minimal layers of management, and we empower our sales teams to make decisions that are in the best interest of their customers.
U.S. Public Sector Sales - The Public Sector Field division supports State Government, Local Government, K-12, Higher Ed, Public Healthcare, and Federal entities across the country.
Customers in the Public Sector Field are supported by both an Account Executive and a dedicated Inside Sales Team.
Account Executives - Led by Denise Verdicchio, this team consists of 175 Account Executives who live and work in their territories throughout the United States. We have the largest fieldbased sales force in the industry and believe one of the keys to a customer-centric model is nurturing a strong fidelity with our customers. Account Executives spend time at their customers' locations, listening to their customers' needs, and developing a thorough understanding of what is important to that customer with purpose and with passion.
Inside Account Managers - This team of 130 Inside Account Managers (IAMs) helps support Members' day-to day-needs. IAMs work in tandem with up to three AEs, and in this way, our customer support stays consistent and personal.
SM SLED -Our Small/Medium SLED division is focused on supporting the needs of the smaller K-12, local government, and higher education institutions across the country to ensure personalized attention regardless of their size. In this case, we have defined small as a K-12 district with 7500 students or less, a higher education institution with 1500 students or less, or a city/town with a population of 50,000 or less. These customers often are overlooked by large resellers, yet they have the same needs as their larger counterparts to stay current with technology. Our SM SLED division is based out of our global headquarters in Somerset, NJ, and the team consists of 170 Inside Account Executives (IAEs) who support Members' needs from start to finish.
Canadian Public Sector Sales - SHI provides a comprehensive customer support plan to ensure we are meeting each Members' needs as part of our presence in Canada. Currently, our 12 field AEs (8 covering Ontario, 1 Vancouver, 1 Calgary, 1 Montreal) are supported by six IAMs in Austin, Texas. We also have four IAEs who are phone-based administrators covering Canada to augment the AEs. From a support perspective, we have two in-country field solution engineers - one focuses on UCC and the other on DataCenter. SHI currently employs two Microsoft Licensing Executives and one Cisco business development representative dedicated specifically to Canada.
And our Canada presence is growing! As of January, 2020, we will employ approximately 30 AEs, with 20 representing Ontario and an additional 10 spread primarily between Calgary and Vancouver. We will make similar investments in inside sales - both the IAEs and IAMs to support the added headcount in the field. We also plan to simultaneously double our Canadian technical resources.
All of SHI's Account Executives are empowered to make decisions around the support of their customers, and they have the capacity and autonomy to resolve issues as they arise. Because our Account Executives are responsible for ensuring extraordinary customer satisfaction, SHI is able to provide high-quality customer service and ensure efficient and effective responses to questions and issues. In addition, the SHI Regional Directors are directly engaged with their account teams to provide executive-level support and to meet with customers as needed.
In addition, SHI believes in regular and transparent communication with our customers. Our Account Executives will meet with the participating entities and individual Sourcewell members to review their business with SHI. During these review meetings, we discuss purchase history and the Member's future plans. Through devout listening and with open discussions, SHI can provide tremendous value in supporting future initiatives and will engage support teams as needed to meet Member's goals and objectives. If awarded, SHI will provide this level of service for all Members who use the Sourcewell contract to procure IT products and services.
We are confident that our capabilities and our commitment to meeting our customers' needs is demonstrated in our level of success under our public sector contracts nationwide. For instance, SHI holds the most Participating Addenda and has achieved the most volume under the NASPO SVAR contract. We have met and exceeded service levels for NASPO ValuePoint and for each State during the contract term, and we have been an active participant in helping NASPO ValuePoint and the States to explore new avenues to achieve additional benefits under the contract.
Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.
DocuSign DocuSign Envelope Envelope ID: 9572A8C3 64B0A0DF--61C7 6351-4821B8E--BB68 8587-037BDD3C3793 6C9754F833A7 26 Dealer network or other distribution methods. SHI is proud of our abundant and broad community of distributors and partners, and we work loyally to maintain relationships with both our large IT Distributors (Ingram Micro, Tech Data, and Synnex) as well as smaller, local distributors and manufacturers directly. For every customer transaction, we source from the supplier with inventory in the closest proximity and drop ship directly to our customers' door. Most products are, therefore, delivered within 3-5 business days of order.
In order to ensure reduced time to market, we also resource from our own Customer Integration Center, located in Somerset, New Jersey, that provides warehousing and complete configuration capabilities. Regardless of where we resource products, we always find opportunity to save our customers money. In addition to leveraging our partner relationships for savings at the vision and design phases, our sales teams also request information from all of our distributors' stock to obtain the best price for our customers when quoting and sourcing product.
In addition, we have sourcing specialists on our procurement team who monitor purchase orders with the partner and distributor community to safeguard that no savings have been missed. In many instances, our sourcing specialists have the ability to aggregate purchases for a specific partner or product across multiple transactions or even across multiple customers to realize a lower overall cost.
While SHI does maintain a warehouse/integration center in Somerset, New Jersey, it is our relationships with our major distributors that allow us to provide for efficient product delivery across North America. This model reduces the overhead costs of maintaining additional warehouses, and our distribution model is also important to SHI's own internal cost structure and subsequently allows us to offer our customers a very aggressive pricing model.
Our major distribution centers are located strategically in:
• Atlanta, GA
• Chicago, IL
• Dallas, TX
• Fontana, CA
• Fort Worth, TX
• Jonestown, PA
• Swedesboro, NJ Los Angeles, CA
• Memphis, TN
• Miami, FL
• Ontario, CA
• South Bend, IN
• Suwanee, GA
SHI receives electronic feeds from these major distributors as well as the top publishers/OEMs in the industry. We include advertised list price in our catalog and have based our discounts off of this pricing.
Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.
DocuSign DocuSign Envelope Envelope ID: 9572A8C3 64B0A0DF--61C7 6351-4821B8E--BB68 8587-037BDD3C3793 6C9754F833A7 27 Service force. We realize that IT changes constantly and exponentially. As we mentioned elsewhere, although there remains a need for basic IT commodities, the urgency to build solutions that will solve customers' technology and data challenges is more acute than ever. In response to this urgency, we restructured our Service Force to include solution-based support. In fact, we now have specific, technical expertise around our entire portfolio of services and products, ensuring we are able to meet all of Sourcewell Members' IT needs. A sampling of our Service Force for the U.S. and Canada includes these areas:
Field Solutions Engineers - In order to provide more technical expertise, SHI currently employs a team of 32 Field Solution Engineers in the US and 2 FSEs serving Canada, and those numbers are increasing in the near future. Our FSEs collaborate directly with Account Executives and are the first point of contact for more in-depth technical discussions.
Enterprise Solutions Group - In synchrony with other support teams, SHI's Enterprise Solutions Group (ESG) has the agility and expertise to help design, build, test, and deploy hardware and software solutions. ESG's goal is to help customers execute their mission and educate endusers by getting the right technology to the right people at the right time. Today there are over 250 people dedicated to this division of SHI.
Cloud and Innovative Solutions - Tapping into the potential of the Cloud is essential to help Public Sector agencies meet their missions and to facilitate the needs of their citizens as well.
In addition to our Enterprise Solutions Group, SHI's Cloud and Innovative Solutions Group (CIS) provides insight into Sourcewell Members' cloud environments, making assessments, evaluations, and recommendations that benefit your specific organization.
CIS helps identify over-provisioned or dormant resources, analyze historical usage to determine more favorable pricing models, and provide ongoing monitoring to ensure you're staying on track with a secure, cost-efficient, and optimized cloud environment. SHI delivers industry best practices and custom offerings through our Assess, Design, Build, and Manage methodology in order to integrate leading cloud technologies to Members' environment. Our CIS practice is staffed with approximately 50 senior-level consultants focused on supporting and engaging customers across the continuum of cloud computing.
Corporate Training Group by SHI - Providing on-site, online, or on-demand Technical, EndUser, and Professional Development Training, our newly acquired Corporate Training Group complements our other services flawlessly. We recognized the need to equip our customers with the skills and knowledge to increase their adoption and consumption of technology, and our CTG team offers full-service training to meet those growing demands - from IT professionals to end-users - we provide training that enables customers to increase their return on investment in technology. With approximately 20 training experts dedicated to our CTG team, we are always ready to provide invaluable, personalized training for Sourcewell Members!
Software and Hardware Partner Support Organizations - SHI has the largest team of Software and Licensing Specialists in the industry. These teams are in place to support our customers and sales teams with the expertise to manage the varied features of the Publisher Licensing Programs. Our award winning team of Software and Licensing Specialists is available to assist Sourcewell Members with selecting their licensing programs, executing agreements, and supporting the agreement lifecycle. Today SHI has dedicated teams that support 38 Strategic Software Partners and over 70 Emerging Technology Partners.
Service Providers - SHI provides services in one of three ways:
(1) SHI-Delivered Services - our internal delivery resources are based both in NJ and across the country. Today we have approximately 270 SHI Employees who deliver various IT Services to our customers.
(2) Partner Delivered Services - SHI has the ability to resell partner services. In this case, we rely on either employees of that partner or contractors of that partner. Although it is difficult to clearly quantify the number of resources in this category, as the number of partners that we support in this manner is large, we are happy to provide more detailed information if needed. (3) Service Partner Network - SHI maintains an Elite Partner network of service providers across the U.S. and Canada. These partners are vetted and managed carefully by SHI to ensure customer satisfaction and success. Currently, our Elite Network is comprised of 50 partners; in addition to that network, we also collaborate with external Service Partners at a customer's request. Often, our customers have established relationships with local partners, and in these cases, SHI will eagerly join with that partner in order to provide services on contract.
Our capability for services is extensive, and with resources across the country and Canada, SHI facilitates services in almost every IT Solution area. *
28 Describe in detail the process and procedure
of your customer service program, if
applicable. Include your response-time
capabilities and commitments, as well as any
incentives that help your providers meet your
stated service goals or promises.
We begin every day reminding ourselves of one of our principal purposes - to focus on empowering the people who use technology and to maintain integrity in our relationships with our customers.
With this purpose, we clearly recognize the need for exceptional Relationship Management (which might include resolving technical issues and responding to product delivery, billing, and requests regarding Statements of Work). We also understand the need for efficient and transparent communication in order to keep Sourcewell Members' projects moving forward smoothly and successfully.
Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.
DocuSign DocuSign Envelope Envelope ID: 9572A8C3 64B0A0DF--61C7 6351-4821B8E--BB68 8587-037BDD3C3793 6C9754F833A7 The first step to ensure success in these areas is to define collaborative and clear SLAs that meet Members' needs. It is standard practice for us to respond to email and phone requests within two to four hours. We process orders within 24 hours of receipt (unless additional information is required), and we provide daily updates on any pending requests.
We are confident that our Account Team will fully support both daily needs and provide accessible, courteous, responsive, and seamless customer service. If Members ever require a higher level of support, we encourage them to escalate their request.
The following articulates our standard procedure with response times:
1. Call answered timely: Ninety percent (90%) of calls answered within sixty (60) seconds a. SHI has Team Phone Lines where all members of the support team are logged in, and calls are answered in a round-robin method, by members who are not on a call. In the instance all members are helping other customers, calls will be directed to voicemail.
Customers can leave a voice message, which will be returned within 2-4 business hours b. If the customer has an urgent request, they can escalate their request to the Inside Sales Team Manager or Account Executive for immediate assistance.
2. Voicemail response: Four (4) business hours from time customer has recorded message: All voicemails are answered or returned within 2-4 business hours
3. Quotes: Respond and/or resolve to ninety percent (90%) within eight (8) business hours from vendor's receipt of customer's request
• If quotes are out of a standard catalogue for the customer, they will be fulfilled within 8 business hours. If quotes are requested for items which are third party source/weird ware items, IAMs will take the following action:
1. Reply to customer request within 2-4 hours, confirming receipt of request
2. Relay to the customer they are working on their request and send notification of additional time the request may take due to external factors - such has awaiting vendor response/additional specs are required from the customer.
4. New location set up: One to three (1-3) business days from vendor's receipt of customer's request
• If the shipping address is being adjusted after an order has been placed, it needs to be completed ASAP, and before it ships from SHI or distributor warehouse, to make adjustments. • If the item has already shipped and the customer needs to adjust shipment location, the IAMs will set up returns and make arrangements to resubmit to updated location, which should not take longer than 1-3 business days
5. Order entry accuracy: Ninety eight percent (98%) of total monthly volume
6. Orders entered timely (include order confirmation): SHI's standard SLA for order entry is within 24 business hours.
7. Time from in stock product shipment to delivery: within five (5) days ninety percent (90%) of the time
• Any possible delays based on total quantity ordered or restrictions from the OEM will be communicated with the customer at the time of quote or order placement and SHI will keep the customers informed of estimated delivery.
8. Time from product delivery to installation: This will vary based on product and installation requirements. SHI will work with the customer to develop a timeline/SOW for each installation and ensure that the timeline established is met.
9. Percentage of devices DOA: <1% per quarter: As SHI is not the OEM of the products being requested, this is not in SHI's control. If an item is DOA, SHI will work with OEM to provide a working product ASAP
10. Contact installation location to inform product on the way and to schedule installation date: This will be clearly defined in the SOW and managed by the Account team and/or the PM assigned to the project.
11. Final installation of product: This timeline will be established as part of the SOW and will be closely managed by the PM assigned to the project. SHI will keep the customer informed should any changes to timeline occur.
12. Order received to product shipment: within fifteen (15) days ninety percent (90%) of the time
• Should we expect a delay due to large quantity, complexity, product constraint, or similar, SHI will communicate the expected timeline with the customer and follow up consistently until the product is delivered.
13. Product shipment to installation complete: This requirement and timeline will be clearly defined in the SOW established between the customer and SHI and managed by the PM assigned to the project.
*
Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.
DocuSign DocuSign Envelope Envelope ID: 9572A8C3 64B0A0DF--61C7 6351-4821B8E--BB68 8587-037BDD3C3793 6C9754F833A7 It is important to note that SHI is built on a foundation of World Class Support. Adopting the process around this support is the first training all new employees receive when they start their career at SHI.
Our Purpose is to deliver exceptional value and experience with passion as we help customers select, deploy, and manage technology; and our World Class Support is based on 4 tenets:
1) Acknowledge with a purpose;
2) Anticipate Needs and Issues;
3) Update Proactively;
4) Confirm Completion.
We believe consistent, honest, and proactive communication will lead to extraordinary customer satisfaction.
29 Identify any geographic areas of the United
States that you will NOT be fully serving
through the proposed contract.
SHI will fully serve and actively promote an awarded contract to all Sourcewell Members. With 175 Account Executives who live across the US, including Hawaii and Alaska, SHI is positioned to serve all geographic areas of Sourcewell's proposed contract.
SHI's Account Executive(s) will meet with State Agencies, Cities, Counties, and Municipalities to better understand their goals and objectives, and to begin a long-term conversation about purchasing policies; agreements established at the local level; volume licensing management; and key code/order confirmation distribution policies.
We will train our AEs in every region to understand the contract, the terms and conditions, and how we can best support Sourcewell Members. In addition, SHI is ready to provide training to educate Sourcewell Members across all geographic areas of a new contract. *
30 Identify any Sourcewell Member sectors (i.e.,
government, education, not-for-profit) that you
will NOT be fully serving through the proposed
contract. Explain in detail. For example, does
your company have only a regional presence,
or do other cooperative purchasing contracts
limit your ability to promote another contract?
SHI recognizes the tremendous value that Sourcewell brings to its Members through this cooperative contract. We are excited to train our Account Executives on this contract and will market and promote it to all Sourcewell members without exclusions, and with a focused Purpose and Passion that is incomparable. *
31 Define any specific contract requirements or
restrictions that would apply to our Members in
Hawaii and Alaska and in US Territories.
SHI does not have any contract restrictions for members in Hawaii, Alaska, or the US Territories. In fact, we have account executives who live in both Alaska and Hawaii and are ready to serve Sourcewell members upon award. Both Carlee Chung - our Public Sector Account Executive in Hawaii and Jim Steele - our Public Sector Account Executive Alaska uphold SHI's purpose with a passion and staunch affiliation. *
Marketing Plan
Line
Item Question Response *
32 Describe your marketing strategy for
promoting this contract opportunity.
Upload representative samples of your
marketing materials (if applicable) in the
document upload section of your
response.
We are excited to promote and market a Sourcewell partnership, and our teams are ready to do so! We know the vital importance of marketing contracts and reaching all eligible Sourcewell Members, and we will apply our tangible, demonstrated experience supporting the unique requirements of procurement organizations to marketing and promoting Sourcewell.
Our dedicated Public Sector Programs team will join forces with Denise Verdicchio and the entire Public Sector leadership team, to create and execute our marketing plan. Primary contacts for Sourcewell include
Aimee Ballenger
Public Sector Program Manager
[email protected]
and
Lauren Baines
Public Sector Marketing Specialist
[email protected]
We include a sample marketing plan as part of the supplemental attachments at the end of our response, and will remain flexible and open to collaboration post-award. We are highly responsive and will work swiftly to execute the agreed upon Marketing plan. An excerpt of an SHI consortia plan might look like this:
First week:
• Create a co-branded press release and work quickly to distribute to agreed-upon trade publications;
• Post announcement along with contract details and contact information to www.shi.com; • Begin design of co-branded marketing materials including print, electronic, email, and presentations;
Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.
DocuSign DocuSign Envelope Envelope ID: 9572A8C3 64B0A0DF--61C7 6351-4821B8E--BB68 8587-037BDD3C3793 6C9754F833A7 • Discuss publication and distribution plans, as well as a plan to distribute and follow up on leads; • Create social media strategy;
• Design and implement Sourcewell secured website on www.shi.com including Sourcewell logo, copy of original RFP, copy of contract and amendments, summary of products and pricing, marketing materials, a link to National IPA's website, and all relevant contact information.
First month:
• Complete design of co-branded marketing materials;
• Finalize plans to publish and distribute;
• Begin distribution to current and prospective Sourcewell members; • Implement initial social media strategy.
First ninety days:
• Post announcement as a blog post to our widely read blog.shi.com series; • Complete training and enablement for SHI sales force; • Complete publishing and distribution of initial marketing materials; • Analyze initial activity;
• Discuss next ninety day plan for marketing.
Ongoing:
• Design and publish national and regional advertising in trade publications; • Market and promote the Master Agreement including case studies, presentations, campaigns, and blog posts.
SHI participates in hundreds of trade shows, conferences, and meetings across the country.
Sourcewell has our commitment to participate at specified shows as well as additional opportunities to broadcast and promote our partnership.
Specifically, SHI will attend, exhibit, and participate at the NIGP Annual Forum alongside Sourcewell suppliers. We are happy to assist Sourcewell in promoting and marketing this event and look forward to collaborating on a plan that will drive attendance. We also look forward to the Impact Education Conference and plan to contribute by exhibiting and presenting educational solutions to conference attendees.
We also provide seminars and workshops to our public-sector customers across the country and are eager to do so for Sourcewell members! In all cases, we will work with you to determine the right topics, venue, timing, and participants.
Some examples of what we provide include
Manufacturer Table Show - held annually, SHI will bring in manufacturers that currently do business with Sourcewell as well as emerging partners for a day of education and demonstration.
Technology Roundtables - this event brings together Public Sector IT Professionals and leading manufacturers to discuss current and future technology and how it can be used to solve problems or innovate solutions for the future.
Webinars - SHI frequently holds webinars for our customers. Topics range from Software Volume licensing (Microsoft EA, VMWare ELA), specific product features, and more broad solution areas.
Workshops - typically done in a half day, a workshop is meant to educate customers on all the aspects of a particular solution. One recent example is SHI's Video Surveillance Workshop. We have presented this workshop in 13 cities across the country and have discussed challenges, technology, policy, and future considerations.
Summits - SHI holds technology summits at our corporate headquarters in Somerset, NJ. Current summits include mobility and software asset management (held bi-annually). Sourcewell Members are welcome to attend these at no additional charge.
Custom Events - SHI will help Sourcewell coordinate any event that they believe will be beneficial to the participating entities.
In addition, SHI regularly publishes a widely read blog - http://blog.shi.com/. Recent posts include information on audits, E-Rate, VMWare VSphere Licensing Changes, and Microsoft O365 Productivity. *
Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.
DocuSign DocuSign Envelope Envelope ID: 9572A8C3 64B0A0DF--61C7 6351-4821B8E--BB68 8587-037BDD3C3793 6C9754F833A7 33 Describe your use of technology and
digital data (e.g., social media, metadata
usage) to enhance marketing
effectiveness.
Some of the digital marketing-related items that contract customers can expect to receive and access include:
SHI Blog - With readership increasing exponentially, SHI's blog showcases short news and informational articles to keep our customers up to date on our services and support as well as on emerging trends in technology. Sourcewell Members can subscribe to our blog online:
https://blog.shi.com/ and stay updated on all things IT, browsing categories that include Software, Solutions, Cloud, and Technology News.
Social Media - In addition to the SHI Blog, SHI is increasing our use of social media to keep our customers informed, and our visibility will continue to grow. With a dedicated team of social media content experts, Sourcewell Members will get up-to-date information on demand by following SHI on Twitter, LinkedIn, Facebook, Instagram, and YouTube. You might, for instance, see some of our newest posts about our partnership with Rutgers University, announcing that the newly-minted SHI Stadium - a 52,454 seat venue - will host its first sporting event on August 30th! Newsletters - SHI creates various informative, monthly newsletters succinctly containing information regarding important contract dates, product releases or changes, Q&A, and upcoming events.
Thousands of our customers currently receive these newsletters, which are also available as a subscription to anyone who is interested.
Web Seminar Presentations - SHI hosts a series of web seminars covering a variety of topics including new product announcements, changes to licensing programs for major software OEMs, procurement and technology trends, and foundational IT information. Webinar schedules are published quarterly and have a regular public-sector audience. Please check the events page on our web site for the most current schedule.
Marketing Documents - SHI creates hundreds of marketing texts for our major manufacturing partners and core services offerings, all of which are made available to customers through in-person meetings, trade shows, email delivery, and mail-outs. Marketing documents will include those that we receive from the manufacturers, those that SHI creates for a general audience, and those that SHI creates specific to Sourcewell Members.
*
34 In your view, what is Sourcewell's role in
promoting contracts arising out of this
RFP? How will you integrate a Sourcewellawarded contract into your sales process? SHI is prepared and eager to promote contracts arising out of this RFP, and we perceive Sourcewell's role as quite minimal. We ask that Sourcewell share pertinent SHI material on their website, making our contract information accessible to Members. Beyond that, we take full responsibility to integrate a Sourcewell-awarded contract into our sales process, using our proven formula to onboard and optimize contracts of similar size and scope, and we are committed to promoting this contract broadly and enthusiastically.
With our prevalent, respected, and highly-certified sales support team, SHI will swiftly become a trusted advisor to your Members. Relying on our Address, Acquire, Adopt Methodology, we will ensure that we work harmoniously with Sourcewell Members, facilitating each project from inception through successful implementation to completion, and helping to uncover cost savings at all phases of a project lifecycle.
As previously mentioned, we will integrate this new contract into our sales process seamlessly, with our AEs meeting early on and consistently thereafter with State Agencies, Cities, Counties, and Municipalities to listen, to better understand their goals and objectives, and to begin a long-term conversation about purchasing policies; agreements established at the local level; volume licensing management; and key code/order confirmation distribution policies. Additionally, we will train our AEs in every region to understand the contract, the terms and conditions, and how we can best support Sourcewell Members.
We will engage Sourcewell Members during the strategy and solution design phases of their projects and will assist with strategic planning, assessments, white boarding, proof of concepts, and more.
Initiating conversations early in the process will lead to a more optimized project and cost savings.
We will also provide extensive product and vendor specific support to ensure successful adoption and follow through during the life of the project.
SHI has invested substantially in both Pre- and Post-Sales resources to better serve Sourcewell Members and their long term needs as they Address, Acquire and Adopt their the IT Lifecycle solutions. Armed with the support of all the leading manufacturers, every member of the SHI team is dedicated to helping Sourcewell Members and providing transparent support throughout the entire engagement.
*
Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.
DocuSign DocuSign Envelope Envelope ID: 9572A8C3 64B0A0DF--61C7 6351-4821B8E--BB68 8587-037BDD3C3793 6C9754F833A7 35 Are your products or services available
through an e-procurement ordering
process? If so, describe your eprocurement system and how governmental and educational customers
have used it.
When it comes to IT, procurement is never one simple step. We recognize the series of activities and procedures necessary to support the selection of IT equipment and services. IT procurement involves both strategic and administrative responsibilities, and SHI can facilitate that entire acquisition process. To help you obtain the right products and the best services, we offer a variety of procurement options and always customize them to fit Member's unique needs.
All of our products and services are available to Sourcewell Members through an e-procurement ordering process, and current governmental and educational customers have used our eCommerce system with great success and ease! We will happily provide a "tour" of our online ordering system, or you can visit a sample on our website at https://portal.shi.com/CustomerServices/SHIMarketing.aspx? ContentID=91416
SHI stays current with eCommerce technology, and we've made great investments to UX to ensure customers can purchase, compare, get informed, and stay protected - all from the comfort of their office or home-office. With our Catalogue Customization Options; Approval Routing and Workflow; Reporting and Order Status features; and our PRO Renewal Organizer Timeline, Members can be confident knowing that their IT needs can be met efficiently, effectively, and safely through your personalized SHI eCommerce portal.
SHI.com, SHI's procurement platform, provides an efficient and intuitive way to access and procure a customized catalogue of products, and its business-to-business functionality includes innovative Custom Catalogue capabilities that provide personalized views of product information, enabling Sourcewell Members to find and compare products, to view key metrics (like frequently viewed products and contract or standard items), and to simplify purchasing.
Catalogues can be as broad or as narrow as Members need! With thousands of manufacturers represented, product catalogues are fully customized to reflect contracted pricing available through SHI, as well as special pricing programs for which Members are eligible, such as licensing programs or other volume programs.
SHI's open architecture systems allow us to integrate with virtually any eCommerce platform, whether through market leaders or a proprietary solution. The most common applications we support include Ariba, Perfect Commerce, PeopleSoft, SAP and Oracle. In general, SHI supports systems that use cXML (commerce extensible mark-up language), or EDI (electronic data interchange) standards.
In addition, we support the following Punch-out types:
• Ariba Punch-out
• Coupa
• ePlus Procure+
• Hubwoo
• Oracle OAG
• cXML Punchout
• Perfect Commerce Roundtrip
• PeopleSoft Direct Connect
• SAP OCI Roundtrip
• Sciquest
• Verian ProcureIT
Our Ecommerce Specialists provide training to Sourcewell Members authorized to access their customized site (e.g., [email protected]), and we will schedule trainings based on the customer's level of access to the site, collaborating with individual Members to determine a program and schedule that works best for their purchasing environment.
Some of the most remarkable ways in which governmental and educational customers have used - and benefitted from - our eProcurement system is through our software procurement consulting services, our license tracking and reporting capabilities, and our robust Software Asset Management (SAM) tools.
Our tracking abilities relieve our customers of the burden of managing their purchases. We understand that without the processes and checks and balances that we have in place, the opportunity for error in tracking license purchases is tremendous. SHI's license tracking system and workflow have been automated to enforce purchasing rules and to minimize errors.
Additionally, SHI's systems effectively track Maintenance Expiration Dates so that we can provide prompt, proactive notification to our customers for Maintenance Renewal purposes. SHI supports and can track Maintenance Programs that have co-terminus expiration and are pro-rated or non-coterminus programs. Maintenance Tracking and Renewal Notification capabilities are available for all programs and Maintenance purchases made through SHI, whether the purchases are made via a Volume License Agreement or another maintenance program. *
Value-Added Attributes
Line
Item Question Response *
Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.
DocuSign DocuSign Envelope Envelope ID: 9572A8C3 64B0A0DF--61C7 6351-4821B8E--BB68 8587-037BDD3C3793 6C9754F833A7 *
36 Describe any product, equipment,
maintenance, or operator training
programs that you offer to Sourcewell
Members. Include details, such as
whether training is standard or
optional, who provides training, and
any costs that apply.
Training is a vital component to success within any endeavor, and especially with technology products, equipment, maintenance, and operations! Our Corporate Training Group (CTG) is a newly acquired addition to what was already SHI's robust training department. Recognizing that technology adoption is just as essential as procurement, we invested in expanding and formalizing our Training Services for all our customers, including Sourcewell Members.
While we believe that educating our customers is a huge part of their success (and ours!) and we generally include foundational-level education as a standard element of Pre- and Post-procurement consulting, our CTG group now provides optional, expert-level training in areas including Technical, EndUser, and Microsoft-specific training, in addition to Professional Development and Custom Training programs.
A leading provider in custom training solutions and services for over 25 years, Corporate Training Group by SHI provides a comprehensive curriculum of advanced technical training and forward-thinking professional development aimed to empower Sourcewell Members and to increase productivity for all their IT environments.
Our CTG team of approximately 20 trainers is led by Rob Eyerkus and Kathy Mathews. The team has been together over 10 years, ensuring loyalty, trust, and quality for all learners. Pricing is determined in collaboration with Sourcewell Members - with consideration given to the technology focus; online versus face-to-face training; and one-on-one versus group training.
Please feel free to explore more details and options at https://www.shi.com/CustomerServices/SHIMarketing.aspx?ContentID=95722 Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.
DocuSign DocuSign Envelope Envelope ID: 9572A8C3 64B0A0DF--61C7 6351-4821B8E--BB68 8587-037BDD3C3793 6C9754F833A7 *
37 Describe any technological advances
that your proposed products or
services offer.
When IT is the focus, technological advances are expected. Hardware and software provide obvious technological advances for Sourcewell Members; but SHI offers more than advancement through products alone - in addition to products, our experts who comprise our technological services teams help advance Members' technology in myriad ways! Articulated below are just a few offerings:
CLOUD: One tremendously important technological advance we offer, for instance, is facilitating the transformation of Members' Data Centers to support a modern Hybrid Infrastructure, making their journey to successful Cloud technology possible. Our recently-developed Cloud and Innovation Solutions (CIS) group helps identify over-provisioned or dormant resources, analyze historical usage to determine more favorable pricing models, and provide ongoing monitoring to ensure Members stay on track with a secure, cost-efficient, and optimized cloud environment. SHI delivers industry best practices and custom offerings through our Assess, Design, Build, and Manage methodology in order to integrate leading cloud technologies to Members' IT environment.
Our certified architects and technical consultants combine their industry expertise to deliver services that advance Members' IT business via public, private, and hybrid cloud technologies. A highlight of our CIS support services includes Cloud Platform(s) Service Onboarding; Reporting & Analytics; Advisory Services; and Volume Licensing Expertise (plus more!).
SECURITY: In addition to advancements in Cloud and Innovation, SHI recognizes Security as one of the IT field's biggest issues, and our customers - from K12 to Federal to Local Government - are all concerned with compliance, vulnerability, security resources, and budget. Our Senior Security Architects are authorities in IT Security and understand how to protect information and data against Script Kiddies; Hackers; Hacktivists; Malicious Insiders; and Nation-State threats. Our sales of security products and solutions have nearly tripled over the past 10 years, and at over $667 million, SHI is one of the largest securities solution providers in the world.
Our presales and consultant Security Architects have both vendor-specific and vendor-neutral certifications and decades of operational experience, and they use their prowess to help customers remain compliant, safe, operational, and within budget in at least six Security areas: Identity and Access Management; Application Security; Data Centric Security; Data Center and Cloud Security; Threat and Vulnerability Assessment/Management; and Security Program and Operations.
Desktop Virtualization Capacity Planning: SHI's Capacity Planning Assessment is a Value-Add service conducted over a 30 Day period to deliver a sample analysis and documented findings of a customer's current desktop environment. This service advances Member's technology by providing them with a more efficient and effective desktop virtualization implementation. We help eliminate guess work and the risk of under-scoping or over-scoping the infrastructure to support the desktop virtualization environment.
Envisioning Office 365: Our Envision service consists of a three- to five-day engagement in which we review a Member's current Active Directory, review their current Exchange environment, interview key decision makers, and provide them with a high-level strategic plan to migrate or build a hybrid O365 Strategy. SHI's Envisioning Office 365 is a Value-Add service.
Infrastructure and Optimization - VOA & HCA: vSphere Optimization Assessment (VOA), powered by vRealize Operations, provides 360-degree visibility into capacity, performance, and configuration across multi-cloud environments through predictive analytics and unified single console. This service is ideal for Members looking to manage everything from their infrastructure stack to applications all while saving on their cloud resources. The Hybrid Cloud Assessment (HCA) helps Members understand their existing private cloud costs and conduct public and private cloud cost comparisons to decide which, if any, workloads to move to the public cloud. SHI experts provide an analysis report that shows the expenses of Member's infrastructure in a private cloud environment and that evaluates the cost of running the same infrastructure on other public cloud environments like Amazon Web Services (AWS) and Micros Azure. SHI's VOA and HCA combined assessments are Value-Add Services conducted over a 30 Day period to deliver a complete analysis and documented findings, helping to advance Member's technology.
38 Describe any "green" initiatives that
relate to your company or to your
products or services, and include a
list of the certifying agency for each.
As a reseller and not a manufacturer, SHI naturally has a low impact on the environment. However, we are always mindful both our local community and the larger environment and work to reduce any damaging effects from our organization, while protecting the safety and wellbeing of our staff.
Our environmental initiatives focus on four areas:
• Energy use (office and equipment)
• Business travel
• Waste management
• Asset redeployment, recycling, or proper disposal
And we exercise due diligence to:
• Adhere to local and international environmental legislation • Increase employee awareness
• Adopt best practices
• Monitor usage
SHI's goal is to consume less energy and reduce our environmental impact. We take action through:
• Monitoring power consumption
• Reducing Scope 2 greenhouse gas emissions at 1% reduction per year, since our power consumption goal and Scope 2 greenhouse gas goal are directly linked together • Establishing a goal of 100% for recycling paper, plastics, glass and cardboard • Using advanced energy-saving systems such as automatic lights and energy-saving computer monitors
• Using materials from renewable resources, non-toxic materials and recyclable items Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.
DocuSign DocuSign Envelope Envelope ID: 9572A8C3 64B0A0DF--61C7 6351-4821B8E--BB68 8587-037BDD3C3793 6C9754F833A7 SHI has reduced our travel-related environmental impact by promoting:
• Teleconferencing and other collaborative working tools to limit the number of individual business trips
• A Work-from-Home policy, whenever possible
• Flexible working hours
• Use of public transportation
SHI encourages individual responsibility and supports recycling initiatives in the following ways:
• Monitoring the purchase of cut sheet paper
• Striving to reduce paper consumption by 1% per year
• Providing recycling facilities for paper, printer toners, etc. • Supporting double-sided printing and photocopying
• Using proper disposal or recycling of IT and electronic equipment in accordance with local regulations
• Donating IT assets to those who would not otherwise have access SHI is committed to reducing our energy use and to saving Mother Earth through innovative, environmentally-friendly ways. Ranging from rooftop solar panels to zero irrigation landscaping at our Headquarters, our sustainability efforts demonstrate breadth and depth.
Below are just some of the ways SHI has devoted efforts to environmentally conscious actions:
• 500-kilowatt rooftop solar panel arrays at HQ
• 327-kilowatt rooftop solar panel arrays at Varga warehouse • Energy efficient lighting that reduces lighting power density by 50% • Naturally lit open offices
• Occupancy sensors
• Water efficient plumbing fixtures that are anticipated to reduce water usage by 40% • Low VOC (Volatile Organic Compounds) finishes
• Zero irrigation landscaping
• Carpeting with a high percentage of recycled material • Low-flush water closets
We qualified for the Leadership in Energy and Environmental Design (LEED) Commercial Interior Silver certification. This project, along with our building renovation, signifies SHI's tremendous growth and is a physical representation of our dedication to sustainability. Our SHI HQ solar panels, for instance, produce approximately 25% of the electricity for both East and West wings. Please feel free to view our video, which celebrates our green initiatives and shows our solar panels in action, by clicking SHI Green or by visiting https://youtu.be/eZhNpTKEvfY.
In addition to incorporating environmentally friendly initiatives into our business strategy to protect the planet and reduce the amount of IT hardware waste each year, we also help our global IT customers reduce, reuse, and recycle their hardware assets through our sustainable IT solutions. Some of our customer/partner initiatives include recycling office equipment and related items in compliance with county, municipal, and EPA guidelines. As a result of our efforts, in March 2013, SHI received its Gold LEED Green Certification.
Asset Recovery for Hardware Products
Many organizations are relying on external collaboration for asset disposal, especially since the Environmental Protection Agency and State Departments of Environmental Protection regulations become more stringent and as disposal practices come under greater scrutiny. SHI can help Sourcewell Members stayed ahead of the curve, working diligently with Members to facilitate costeffective disposal services of all sizes and in all verticals. In fact, our team of experts helps to dispose of or redeploy old technology in a way that not only assures compliance but also keeps corporate data from being compromised.
Our disposal processes provide several benefits, many of which other technology vendors don't provide, including:
• Integration: SHI provides a data-feed designed to be incorporated directly into existing asset management systems rather than in complex spreadsheet or database form; • Security: Our security partners perform DOD and NIST compliant wipes of hard drives to ensure that no company or customer data is retained on old assets; • Recycling: Our processing partners are either R2 or e-Steward certified, recycling everything in the asset (metal, glass, plastic, and so on) and disposing of harmful substances compliant with stringent government guidelines;
• Global Locations: With processing locations worldwide, we are committed to expanding our global network to shorten the distance that client assets must be shipped for processing.
Our asset disposal and redeployment services can be customized and used in any combination to meet Members' unique needs, making us an ideal partner for any solution. With our customers always in mind, we will ensure we pick up Members' assets for processing; help remarket, redeploy, donate, or dispose EOL assets; conduct inventory and assessments of all assets; and • Offer end-of-lease processing;
• Conduct software license harvest and redeployment services; • Provide a total solution one-stop-shop place for all technology end-of-life needs. *
Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.
DocuSign DocuSign Envelope Envelope ID: 9572A8C3 64B0A0DF--61C7 6351-4821B8E--BB68 8587-037BDD3C3793 6C9754F833A7 Our Asset Management team, comprised of almost 80 subject-matter experts from all over the world, has been assisting clients with their needs for over a decade. Our SMEs include former auditors from publishers such as Microsoft, Oracle, and IBM, and audit firms such as KPMG, Deloitte, and PWC. We are confident that we have the ideal combination of experience, expertise, and technology to accomplish Members' asset disposal needs efficiently and effectively. 39 Identify any third-party issued ecolabels, ratings or certifications that your company has received for the
equipment or products included in
your Proposal related to energy
efficiency or conservation, life-cycle
design (cradle-to-cradle), or other
green/sustainability factors.
As a reseller, SHI does not receive labels specifically for products; however SHI will be happy to work with Sourcewell and product manufacturers to identify any specific eco-labels on products Sourcewell members wish to purchase.
*
40 Describe any Women or Minority
Business Entity (WMBE), Small
Business Entity (SBE), or veteran
owned business certifications that
your company or hub partners have
obtained. Upload documentation of
certification (as applicable) in the
document upload section of your
response.
We are the largest privately Minority/Woman Owned Business Enterprise (MWBE) in the U.S. and our certification as an MWBE offers a critical value-add to corporations whose strategic business objectives include supplier diversity and development. In addition, SHI's Diversity Business Development Initiative builds and sustains a community of diverse suppliers and partners who best serve the needs of our customers. As a large MWBE, we continue to grow an effective Direct and Indirect Tier II program by accessing our Diversity Vendor database and using certified minority vendors in all diversity categories which includes, MBE, WBE, M/WBE, LGBT, SBE, SDB, HUBZONE, DVBE, VBE, and WOSB. SHI also maintains its internal supplier diversity program and seeks to engage MBE and WBE suppliers to meet product requirements and operational needs.
Diversity at SHI 2019
SHI ranks #244 Among Forbes' Top 500 Best Employers for Diversity 2019: "While many organizations have struggled to cultivate cultures that welcome and support all workers, some have been making progress. Forbes set out to identify the companies doing just that with our annual ranking of America's Best Employers. Results for the survey were compiled by surveying 50,000 Americans working for businesses with at least 1,000 employees." We are proud to be ranked among the most diverse employers on this most recent list and are constantly taking actionable steps to increase diversity and inclusivity for our organization.
Forbes URL:
https://www.forbes.com/sites/vickyvalet/2019/01/15/americas-best-employers-for-diversity2019/#168da4cc2bda SHI Certifications
WBE
• WBENC
MBE
• NMSDC - Corporate Plus Member
• NMBC - National Minority Business Council
• CAMSC (Canada)
MWBE
• Supplier Clearing House (California Public Utilities Commission) * SHI also has MWBE certifications with the following state governments:
• Delaware
• Massachusetts
• Missouri
• New Jersey
• New York City
• North Carolina (HUB)
• City of Philadelphia (PA)
• Prince George County (MD)
• Tennessee
• Virginia (SWaM)
• Wisconsin
SHI Diversity Awards (Historical Listing)
• AT&T Mega Deal Supplier Diversity Award
• McAfee Partner of the Year
• Cisco Commercial Partner of the Year
• Cisco Commercial Territory Partner of the Year
• SHI Achieves AWS Managed Service Partner Status
• Citi Lean Partner Award
• Microsoft US Public Sector 2017 Partner of The Year
• HP U.S. Print Hardware National Solution Provider of the Year • Forbes America's Best Midsize Employers
• Hewlett Packard Enterprise Global Financial Services Partner of the Year • Microsoft Top Partner Windows Commercial Revenue
• Nutanix Velocity Partner of the Year
• Ranked 9th on CRN's 2017 Solution Provider 500
• SAP Ariba Supplier of the Year
• Microsoft's SLG Channel Partner of the Year
Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.
DocuSign DocuSign Envelope Envelope ID: 9572A8C3 64B0A0DF--61C7 6351-4821B8E--BB68 8587-037BDD3C3793 6C9754F833A7 *
41 What unique attributes does your
company, your products, or your
services offer to Sourcewell
Members? What makes your
proposed solutions unique in your
industry as it applies to Sourcewell
members?
Privately held and under the guidance of its current ownership since 1989, SHI is uniquely qualified to support Sourcewell's mission to build valued relationships and innovative solutions with integrity and to exceed the expectations of its Members. In fact, we share a very similar vision and mission, and strive with purpose and passion to provide exceptional value and experience as we help customers select, deploy, and manage technology.
We are unique in both our stability and in the tenure of our executive leaders and team members (many of whom have been dedicated to SHI since its inception). SHI Account Executives support their clients locally from over 30 offices throughout the U.S., Canada, the U.K., France, and Hong Kong; and our AEs work and live in the communities they serve, fostering long-term, mutually beneficial relationships with customers and partners every single day.
SHI is proud of the reputation we have established, particularly in the Public Sector, as an organization uniquely capable of understanding and addressing the specific needs and concerns of the IT community. And Sourcewell Members will benefit from our high-value solutions that are focused on meeting the distinctive requirements of each customer, while always incorporating opportunities for partnership and innovation.
We provide custom technology solutions for every aspect of Members' IT environment: from software and hardware procurement to deployment planning, configuration, data center optimization, mobility services, IT asset management, and training. We also offer next-generation cloud solutions to help customers accelerate to the cloud in the fastest, most secure, reliable and cost-effective ways possible.
Our infrastructure and integration services provide top-of-the-line solutions supported by leading manufacturers, publishers, and providers in the industry.
License Program Management
In large part because of our License Management Program, SHI is the most unique and effective license provider in the industry. Our license-tracking system and workflow have been automated to enforce purchasing rules and to minimize the opportunity for errors. This program includes License Management System -Our Software Licensing Center will create Licensing Documents that pertain to Members' specific Licensing Agreements.
License Allocation System -this system was created to provide our customers with a tool for managing the allocation of licenses purchased under Enterprise-type Agreements.
License Redeployment Management Service-this service helps organizations that are looking for solutions to reduce the total cost of ownership of their computer hardware and software.
In addition, we provide:
• A dedicated account and service team empowered to commit resources to address the needs of your organization;
• A flexible service approach that allows SHI to adjust its processes and procedures to meet your changing IT needs;
• An innovation strategy that ensures your organization is made aware of additional opportunities to improve service, reduce costs, and increase satisfaction for your own customers/users; • A professional Corporate Training Group;
• A practice dedicated to Cloud & Innovative Solutions; • Customized Reporting;
• On-line Procurement;
• Volume License and Hardware Program Management;
• Pre-Sales Support from SHI's Software and Hardware Teams; • Staging & Inventory;
• Electronic Software Distribution;
• Online Invoicing;
• E-Commerce Integration;
• Renewals Organization Services
Manufacturer Relationships go a long way in helping our customers SHI has relationships with manufacturers to assist Sourcewell Members in 1) reducing their expenditures on IT hardware and software, 2) negotiating and benefitting from volume-based pricing programs, and 3) managing the lifecycle of their IT assets.
Cost Savings Opportunities
SHI understands that Members want to purchase products at the lowest possible price, so we initiate a sourcing process for each transaction that ensures we begin at the lowest price possible. We base our discount structure on SHI advertised price and do not inflate the price for RFPs. In addition, we identify volume discount programs, training each Member's Account Team comprehensively to do so; if there is a product available at a bulk price or a formal discount program from which Members benefit, the Account Team will bring these opportunities to Members' attention. Finally, we maintain awardwinning relationships with many distributors in order to ensure that our pricing is always competitive, allowing Members to attain value from the combined buying power of all SHI customers.
Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.
DocuSign DocuSign Envelope Envelope ID: 9572A8C3 64B0A0DF--61C7 6351-4821B8E--BB68 8587-037BDD3C3793 6C9754F833A7 42 Identify your ability and willingness to
provide your products and services
to Sourcewell member agencies in
Canada.
SHI enthusiastically will provide products and services to Sourcewell Members in Canada! In fact, our expansion currently taking place makes us uniquely qualified to grow this segment of the contract.
Today SHI's Canadian team is comprised of 12 field AEs (8 covering Ontario, 1 Vancouver, 1 Calgary, 1 Montreal). Those field AEs are supported by 6 Inside Account Managers, located in Austin, TX. An additional 4 IAEs, who are phone-based sellers covering Canada, augment the field sellers. And from a support perspective, we have 2 in-country field solution engineers - one focuses on UCC and the other, DataCenter, with 2 Microsoft Licensing Executives and 1 Cisco business development representative specific to Canada.
As of January 1, 2020 our ability to provide products and services will increase dramatically, as SHI's Canadian team will include 30 AEs - likely 20 in Ontario and an additional 10 spread primarily between Calgary and Vancouver. We will make similar investments in inside sales, both the IAEs and IAMs, to support the added headcount in the field. We also plan on doubling our technical resources by this date as well!
*
Our Canadian team uses partners where possible that are vetted through our services team to ensure they have the requisite capabilities to deliver tangible business outcomes to our customers. Our primary partnership is with Zanaris (https://www.zanaris.com/) and we are also developing a partnership with Jolera (https://www.jolera.com/). Beyond that, we will leverage our internal teams to deliver services like cloud cost optimization, architecture reviews, and rapid server migration.
Our distribution network is similar to what we use in the U.S. - primarily Ingram, Tech Data, and Synnex, and we rely on the distributor network to perform those types of services on our behalf.
Warranty
Describe in detail your manufacturer warranty program, including conditions and requirements to qualify, claims procedure, and overall structure. You may upload representative samples of your warranty materials (if applicable) in the document upload section of your response in addition to responding to the questions below.
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Item Question Response *
43 Do your warranties cover all products, parts, and labor? SHI offers all available original manufacturer warranties. The OEM covers all hardware, parts, labor, and accidental; but some will limit the number of claims, charge a deductible per accidental incident, and do not cover spills (depending on the OEM). We will provide additional detail on specific manufacturers as needed. *
44 Do your warranties impose usage restrictions or other limitations that adversely affect coverage?
SHI offers all available original manufacturer warranties. Some OEM warranties will limit the number of claims, charge a deductible or limit coverage. SHI can provide additional detail on specific manufacturers as needed.
If SHI Complete Care is purchased it does not cover water submersion claims, surge protection, intentional damage, or acts of nature.
*
45 Do your warranties cover the expense of technicians' travel time and mileage to perform warranty repairs?
For OEM warranties this will vary based on the warranty purchased and SHI can provide these details with specific OEM's. *
46 Are there any geographic regions of the United States (and Canada, if applicable) for which you cannot
provide a certified technician to perform warranty
repairs? How will Sourcewell Members in these regions
be provided service for warranty repair?
The standard OEM warranty would still apply to purchases made in Canada. If a customer has a warranty question on specific products SHI will help connect them to the OEM. *
47 Will you cover warranty service for items made by
other manufacturers that are part of your proposal, or
are these warranties issues typically passed on to the
original equipment manufacturer?
Typically warranty services from an OEM will not cover items from other manufacturers.
SHI Complete Care, described below, is vendor neutral and may be able to support in warranty OEM claims for select manufactures. If the customer purchases SHI Complete Care for their new devices, they will be 100% supported during the term of the contract.
*
Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.
DocuSign Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 DocuSign Envelope Envelope ID: 9572A8C3 64B0A0DF--61C7 6351-4821B8E--BB68 8587-037BDD3C3793 6C9754F833A7 Item #6.9.
DocuSign DocuSign Envelope Envelope ID: 9572A8C3 64B0A0DF--61C7 6351-4821B8E--BB68 8587-037BDD3C3793 6C9754F833A7 49 Describe any service contract options for the items
included in your proposal.
SHI will pass on any included Manufacturer warranties at the time of purchase. In addition, we will educate the end-user on any and all available extended warranty, maintenance, and service programs at the time of quote. Should the customer have the need to use the warranty SHI can facilitate the interaction between the customer and the OEM. We will gladly provide any contact information or assist in escalating with the OEM when necessary.
In addition, SHI can provide warranty options outside of what is available from the original manufacturer for a separate fee.
We offer several options to support original Manufacturer warranties. These standard warranties typically offer limited, short-term coverage and can result in unexpected downtime and expensive repairs. Our Enterprise Warranty Services will extend the life of Member's technology investment and will keep their systems - and their business - running at peak performance.
The benefits of our Enterprise Warranties include
• Coverage up to 5 years;
• 24/7 technical support;
• U.S.-based call center;
• Global support capabilities;
• 100% coverage for commercial use, parts, labor, and accidental damage; • $0 deductible.
In addition, SHI provides comprehensive, flexible coverage for Product Protection that goes beyond a manufacturer's limited warranty and that provides • 100% coverage on parts and labor, normal wear and tear, and power surges; • "No Lemon" guarantee;
• Replacement for products that are beyond repair;
• No deductibles, hidden fees, or surprise charges;
• Commercial use.
Members' SHI Coverage can begin on the date of purchase or after the manufacturer's warranty expires, and coverage is not affected by what the limited manufacturer warranty offers. Our Warranty Services alleviate multi-year budgeting constraints and deliver service when and where Members need it! Included in Product Protection Services in basic triage and remote diagnosis; 24-hour advanced exchange, depot service, and three-way shipping. As an additional benefit, our warranties protect against accidental damage, including drops, spills, and cracked screens.
*
Finally, SHI offers post-warranty and maintenance agreements for products that are still viable and in use!
If Members maintain equipment under a warranty that is about to expire - or already has expired - SHI's post-warranty and maintenance agreements keep them covered.
Our field engineers serve as an extension of the IT organization and deliver reliable, efficient, and customizable hardware maintenance support. Our program can consolidate multiple vendor agreements, and equipment can be added or removed from coverage at any time.
We provide affordability and reliable alternatives to manufacturer maintenance agreements, and flexible contracting provides 40-60% cost-savings from OEMs to Member's organization. Our Level III engineering teams-hired directly from OEMs and averaging over 15 years of experience-have helped us earn extraordinary trust with our customers and are available in every major metropolitan area throughout North America.
In collaboration with our partner network, SHI can access over 50 service locations and 110 global stocking locations to support Member needs, no matter where the equipment is located.
Payment Terms and Financing Options
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Item Question Response *
50 What are your payment terms (e.g., net 10, net 30)? Net 30 * Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.
DocuSign Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 DocuSign Envelope Envelope ID: 9572A8C3 64B0A0DF--61C7 6351-4821B8E--BB68 8587-037BDD3C3793 6C9754F833A7 Item #6.9.
DocuSign DocuSign Envelope Envelope ID: 9572A8C3 64B0A0DF--61C7 6351-4821B8E--BB68 8587-037BDD3C3793 6C9754F833A7 52 Briefly describe your proposed order process. Include enough detail to support your ability to report quarterly sales to Sourcewell as described in the Contract template. For example, indicate whether your dealer network is included in your response and whether each dealer (or some other entity) will process the Sourcewell Members' purchase orders.
We strive to help our customers execute their mission by getting the right technology, to the right people, at the right time. Once customers submit their requests for quotation to the Inside Account Team, a dedicated Inside Account Manager (IAM) will research the product and create a quotation based on the terms and conditions of the contract. The quote can then be published to shi.com, where the customer can retrieve the quote to place the order electronically with SHI.
We also support ordering by phone, online ordering and email orders. All product offerings are available for online ordering, including non-catalogue items which are supported via our published quote feature. Published quotes are custom quotes the Inside Team creates and publishes to the website so the customer can log into their web catalogue and complete their purchase.
The Inside Team creates customer quotes in Sales Center, an internal quote tool that is connected to our distributor network providing access to the most current inventory and pricing when our customers need a quote.
Orders are entered into our A/X Order Entry System and updates for order confirmation and tracking are automatically generated and sent to the end user who placed the order. Customers may also track orders using their login on shi.com *
Our order management system is a complete order tracking and order maintenance system. All of the information resides on IAM desktops. Each day, we receive the tracking numbers for all products shipped from our distributors via EDI. These tracking numbers feed into the Sales Orders and are ready for immediate access by the designated Inside Account Manager.
In addition, we provide this tracking information directly to our customers through Your Home at SHI. Authorized Sourcewell members can log onto our web site to check order status and tracking data direct from the carriers.
We fully understand Members' need for flexibility in reporting, as well as the need for reports from the highest organizational level to the most granular.
We have created our databases to remain flexible enough to be able to incorporate any organizational structure and to provide reports on any level within the organization. We begin with the most granular reporting level, by division or by bill to or by another criterion specified by Sourcewell. We then group the ordering units into the next level within the Member organization. The entities within that level will be grouped to form the next reporting level, and so on until we reach the enterprise-wide level. In addition to providing reports based on the organizational levels within Sourcewell, we also provide reports based on any combination. These features allow us to meet the reporting requirements of Sourcewell as well as individual Members.
53 Do you accept the P-card procurement and payment process? If so, is there any additional cost to Sourcewell Members for using this process?
SHI accepts Credit Cards for purchases. Purchases up to $50,000 will not incur any additional fees. A credit card transaction fee will be incurred for purchases over $50,000.
*
Pricing and Delivery
Provide detailed pricing information in the questions that follow below. Keep in mind that reasonable price and product adjustments can be made during the term of an awarded Contract as desribed in the RFP, the template Contract, and the Sourcewell Price and Product Change Request Form.
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Item Question Response *
Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.
DocuSign DocuSign Envelope Envelope ID: 9572A8C3 64B0A0DF--61C7 6351-4821B8E--BB68 8587-037BDD3C3793 6C9754F833A7 54 Describe your pricing model (e.g., line-item discounts or productcategory discounts). Provide detailed pricing data (including standard or list pricing and the Sourcewell discounted price) on all of the items that you want Sourcewell to consider as part of your RFP response. If applicable, provide a SKU for each item in your proposal. Upload your pricing materials (if applicable) in the document upload section of your response.
We propose a 4.5% discount off of SHI Advertised List Price for all products purchased under this contract and believe presenting one discount across all product categories makes this contract more straightforward and efficient. It is important to note that this proposed discount is a minimum one, and there are many instances in which we can - and will - provide a greater discount. Whenever possible, we pass discounts and savings to our customers.
Sourcewell can access detailed pricing data via our online catalog found at https://www.publicsector.shidirect.com/
We generally establish our Service Rates on a per-service basis, determined collaboratively with customers based upon their needs, and - when relevant - with Service Partners; we establish rates for services on individual SOWs, with SHI project management fees added as applicable to ensure project success.
We are happy to provide more detailed information regarding service pricing upon request and have attached to this proposal a Sample Pricing Form, which includes reasonable estimates, for your review.
We have attached a pricing document for your reference in the document upload section.
*
55 Quantify the pricing discount represented by the pricing proposal in this response. For example, if the pricing in your response represents a percentage discount from MSRP or list, state the percentage or percentage range.
SHI is offering 4.5% discount off of Advertised List for all products. *
56 Describe any quantity or volume discounts or rebate programs that you offer.
In many cases, SHI Advertised List Price already reflects a substantial discount off of Manufacturer Published List prices. Given the breadth of manufacturers and products that we offer, there will be many opportunities for us to secure additional discounts for eligible contract users. We work to provide your contract users with the most advantageous pricing available, above and beyond the minimum discounts offered, whenever possible. *
57 Propose a method of facilitating "sourced" products or related services, which may be referred to as "open market" items or "nonstandard options". For example, you may supply such items "at cost" or "at cost plus a percentage," or you may supply a quote for each such request.
All products will be considered contract purchases and therefore offered at a 4.5% discount.
*
58 Identify any element of the total cost of acquisition that is NOT included in the pricing submitted with your response. This includes all additional charges associated with a purchase that are not directly identified as freight or shipping charges. For example, list costs for items like pre-delivery inspection, installation, set up, mandatory training, or initial inspection. Identify any parties that impose such costs and their relationship to the Proposer.
Given the overall breadth and customizable solutions offered under this contract it would be hard to detail every item that will not come standard with a given purchase. However, some additional charges we do address are non-standard shipping options, detailed in question 59 and credit card fees detailed in question 53. In addition, installation, project management, training and additional set-up services would not be part of a standard cost unless a customer specifically requests these services. *
59 If freight, delivery, or shipping is an additional cost to the Sourcewell Member, describe in detail the complete freight, shipping, and delivery program.
SHI is able to ship products via any method the customer desires. These include:
Standard Delivery - product is delivered to a fixed delivery point (such as a warehouse). Often times, shipping is free on standard delivery orders.
Exceptions include very large pallets (servers that are racked/stacked), and any order that requires custom configuration.
Inside Delivery - product is delivered to a location inside of a customer's building. SHI's logistics company is responsible for unloading the delivery vehicle. Loading dock may or may not be available. There is a fee associated with Inside Delivery. The fee is based upon the size and weight of the shipment and will be priced out at the time of quoting.
Deskside Delivery - SHI's logistics company delivers the product directly to the end users' desk location within the customer's building. Loading dock may or may not be available. There is a fee associated with Deskside Delivery. The fee is based upon the size and weight of the shipment and will be priced out at the time of quoting.
Overnight and Second-Day Delivery - this option is available for any noncustom items upon request. There is a fee for expedited delivery. Shipping prices are determined by size and weight of the delivery and can be discussed at time of quote.
*
60 Specifically describe freight, shipping, and delivery terms or programs available for Alaska, Hawaii, Canada, or any offshore delivery.
For Alaska, Hawaii, and Canada the perimeters set forth in answer 59 apply. For offshore delivery it will depend on the products and locations where it is being delivered.
*
Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.
DocuSign DocuSign Envelope Envelope ID: 9572A8C3 64B0A0DF--61C7 6351-4821B8E--BB68 8587-037BDD3C3793 6C9754F833A7 61 Describe any unique distribution and/or delivery methods or options offered in your proposal.
As detailed in response to answer 26 above, we work loyally to maintain relationships with both our large IT Distributors (Ingram Micro, Tech Data, and Synnex) as well as smaller, local distributors and manufacturers directly. We receive electronic feeds from these distributors as well as the top publishers/OEMs in the industry. Our strong affiliations allow us to source from the supplier with inventory in the closest proximity and drop ship directly to our customers' door. Most products are, therefore, delivered within 3-5 business days of order.
*
Pricing Offered
Line
Item The Pricing Offered in this Proposal is: * Comments 62 b. the same as the Proposer typically offers to GPOs, cooperative procurement organizations, or state purchasing departments.
Audit and Administrative Fee
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Item Question Response *
63 Specifically describe any self-audit process or program that you plan to employ to verify compliance with your proposed Contract with Sourcewell.
This process includes ensuring that Sourcewell Members obtain the proper pricing, that the Vendor reports all sales under the Contract each quarter, and that the Vendor remits the proper administrative fee to Sourcewell.
We take contract compliance very seriously, and to that end, we have a team within our Inside Sales Organization that is focused solely on this aspect of the business. Upon award, Denise convenes the ISO team to review the entire response and resulting contract. They create a document detailing all the specific facts regarding an SLA or a contractual obligation (reporting, pricing, and so on). After the document is complete, all supporting team members become trained around the contract. Once the contract is live, the compliance team conducts random quote audits to ensure that the contracted pricing is being honored. In addition, the team runs monthly reports to check all orders that have been placed. In the rare instance that an error is found, the customer is notified and the issue is immediately resolved.
A team that is separate and distinct from our sales organization is responsible for reporting and submission of administration fees. We will capture the Sourcewell contract number upon order entry (this contract number is tied to the customer in our order entry system).
When the usage report is due, our Sales Analyst team will pull all contract orders and send that data directly to Sourcewell.
Once agreement is established, the Sales Analyst will request and send a check for the correct amount.
*
64 Identify a proposed administrative fee that you will pay to Sourcewell for facilitating, managing, and promoting the Sourcewell Contract in the event that you are awarded a Contract. This fee is typically calculated as a percentage of Vendor's sales under the Contract or as a per-unit fee; it is not a line-item addition to the Member's cost of goods. (See the RFP and template Contract for additional details.)
SHI proposes a 1% Administrative Fee. We believe this nominal fee keeps the contract competitive and even more marketable. *
Industry Specific Questions
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Item Question Response *
65 If you are awarded a contract, provide a few
examples of internal metrics that will be
tracked to measure whether you are having
success with the contract.
In our experience, there are a few key indicators of success for contracts of this type:
1) Overall sales revenue - the first, and most obvious, is simply the amount of sales that are being done through the contract. We look for these to grow each month. 2) Number of entities using the contract - we believe that in order to be viewed as a successful partner to Sourcewell we need to be adding net new buying entities to the contract. 3) Number of AEs who are using the contract - In addition to the number of public entities who use the contract, we also track the number of Account Executives at SHI who make use of the contract. We track this metric regularly and are always looking for 100% participation with our consortia contracts.
4) Customer Feedback - we rely on our customers to provide feedback with regards to doing business with SHI and believe this contract's success can also be measured by customer feedback. Providing our customers flexible and viable contract options makes their jobs easier. When we lead with Sourcewell and educate Members on value, we expect we will get positive feedback.
*
66 Describe your capability to report Sourcewell
member purchases of products with
environmentally preferred attributes (e.g., ecolabeled, rated or certified).
As a reseller SHI can only report the information given to us by the OEM or publisher community. We will work with Sourcewell and the publisher community to report as needed. * Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.
DocuSign DocuSign Envelope Envelope ID: 9572A8C3 64B0A0DF--61C7 6351-4821B8E--BB68 8587-037BDD3C3793 6C9754F833A7 67 Describe your capability to identify third-party
issued eco-labels, ratings or certifications for
the equipment or products within your catalog
related to energy efficiency or conservation,
life-cycle design (cradle-to-cradle), or other
green/sustainability factors.
If requested, SHI can point customers to the OEM website or to the publishers directly to obtain this information.
*
68 Describe your strategy related to the
implementation and management of multiple
cooperative purchasing contract awards, if
applicable.
SHI has extensive experience administering and supporting consortia contracts quite similar to Sourcewell, and we are confident that our strategy to implement and manage multiple contracts is both reliable and robust. Most importantly, we have made the conscious decision to collaborate with only a few select Consortia partners in order to provide proactive, personalized support to those Consortia members, rather than attaining many partnerships and diffusing ourselves reactively.
Our strategy to implement and manage these few contracts is simple: we take great care to meet the needs of each participating entity, whether that be an individual agency, city, county, township, school district, or higher education institution. Account Teams will meet regularly to audit the contract and to discuss areas in which SHI offers, or can offer, additional services in support of Sourcewell Members.
Furthermore, SHI's Account Executives regularly meet with Sourcewell Members to discuss their purchase history, Volume Licensing Agreements, and upcoming projects, and needs. We listen attentively and use our Customer Business Review process to articulate Members' purchasing history and to identify opportunities for consolidation or more efficient use of pricing agreements.
As appropriate, we will also hire and train additional Account Executives to ensure suitable coverage for the success of all Sourcewell Members.
Finally, SHI dedicates a team to oversee our marketing plan for Sourcewell to ensure maximum participation, providing for a smooth experience for the current contract users as well as entities who join the contract during the agreement term.
Our strategy for success with multiple purchasing contracts is further comprised of these steps:
• Account Executives for each State and Region establish relationships with Members and IT administrators within the organization and update our CRM to record that contact. Each member receives SHI contact information, website information, and contract guidelines. • SHI's Inside Sales Team members give Members a tour of our website (shi.com), where they can create quotes, purchase items, obtain order status, and generate reports of their purchases.
• SHI's marketing team subscribes our new CRM contacts to SHI's monthly newsletter and other correspondence.
• SHI participates in statewide and local vendor events. SHI Account Executives and publisher partners meet with all relevant Members and discuss SHI's support plan and our partners' solutions.
• SHI works with each State to create timely and meaningful Tech Days for individual state and local entities to attend to learn about new solutions for their IT environments.
Each facet of our approach converges to ensure that SHI meets (and then exceeds!) both the Scope of Work and Terms and Conditions for each Member.
As an example of our successful strategy, Jennifer Jensen, a NASPO SVAR customer from the City of Scottsdale who has worked closely with us praised:
".working with SHI to procure our software and maintenance has been a great experience.
Our Account Manager is very hands on and [our] inside sales team is fast and efficient. They are responsive to our requests, have answered tough licensing questions (they have product specialists besides the regional teams who can dive deeper into the product if need be), keep a record of our purchases and our maintenance renewal dates, and have made the quote/PO/invoice process smooth. They are quick to communicate that they have received our requests and provide updates as the information becomes available." *
69 Identify any reseller certification(s) (or similar
third-party validation of technical expertise)
that your organization has attained, if any.
SHI has the experience and vendor partnerships in place to bring value to Sourcewell members. As detailed within our proposal, all of the leading manufacturers have established SHI as an authorized partner. Furthermore, SHI has a very diverse partner ecosystem, supporting over 15,000 Publishers and Manufacturers today. Included below is a sampling of the reseller certifications levels for some of our larger partners. 3M COMPANY Authorized Partner
ACER Authorized Partner
ADOBE SYSTEMS, INC Platinum
ADTRAN Authorized Partner
APC Elite Business Network Partner
APPLE, INC. Corporate Reseller
ARUBA NETWORKS, INC. Platinum Partner
AVAYA COMMUNICATION Emerald Reseller
AMAZON WEB SERVICES Authorized Partner
BARRACUDA DMR #2 Partner
BELKIN VIP Level
BLACK BOX Authorized Partner
BLUE COAT SYSTEMS, LLC Authorized Partner
BMC SOFTWARE Driver Level
BORLAND SOFTWARE COMPANY Authorized Partner
BRENTHAVEN Authorized Partner
BROCADE COMMUNICATION SYSTEMS (Ruckus) Authorized Partner CANOGA PERKINS Authorized Partner
Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.
DocuSign DocuSign Envelope Envelope ID: 9572A8C3 64B0A0DF--61C7 6351-4821B8E--BB68 8587-037BDD3C3793 6C9754F833A7 CANON U.S.A., INC. Authorized Partner
CIENA (LOA 2/2/18) Authorized Partner
CISCO SYSTEMS, INC. Gold Partner
CITRIX Gold Partner
CLEARCUBE Authorized Partner
COBHAM Authorized Partner
COMMSCOPE, INC. Authorized Partner
COMMVAULT SYSTEMS, INC. Platinum VelocityPlus Partner
COREL CORPORATION Authorized Partner
CORNING Authorized Partner
DATACOM Authorized Partner
DELL (FIPA 12/15/17) Titanium Black
EATON CORPORATION Authorized Partner
EMC CORPORATION Titanium Black
ENDACE TECHNOLOGY Authorized Partner
ENTCO GOVERNMENT SW Authorized Partner
F5 NETWORKS, INC Gold Partner
FIREEYE, INC. Authorized Partner
FORCEPOINT, LLC Authorized Partner
FORTINET, INC. Authorized Partner
FUJITSU Authorized Partner
GENERAL DYNAMICS Authorized Partner
GIGAMON, INC. Authorized Partner
GUIDANCE SOFTWARE, INC. Authorized Partner
HITACHI Silver Level
HONEYWELL Silver Level
HP COMPANY Platinum
HP ENTERPRISE COMPANY Platinum
IBM CORPORATION Premier Business Partner
INFOCUS Authorized Partner
JUNIPER NETWORKS, INC. Elite Partner
KINGSTON TECHNOLOGY CORP Authorized Partner
LENOVO Client: Premer & DCG: Platinum
LEXMARK INTERNATIONAL, INC Tier 1 - Diamond Edge
LG CORPORATION Authorized Partner
LOGITECH INTERNATIONAL Authorized Partner
MCAFEE, INC. Platinum
MICROSOFT CORPORATION Gold LSP
MOTOROLA Authorized Partner
NCS Authorized Partner
NEC Authorized Partner
NETAPP, INC. Corporate Reseller
NETGEAR Platinum
NORTEL Authorized Partner
NOVELL Gold
NUTANIX, INC. Tier 1 Premier
OKI DATA Authorized Partner
ORACLE AMERICA, INC. Global Platinum Partner
PALO ALTO NETWORKS Platinum
PANASONIC CORPORATION TP3 Reseller
PNY TECHNOLOGIES, INC. Authorized Partner
POLYCOM, INC. Platinum
QUANTUM CORPORATION Premier
QUARK SOFTWARE, INC. Authorized Partner
Red Hat Advanced Business Partner
REDSEAL, INC. Authorized Partner
RSA SECURITY, LLC Titanum DMR Level
SAMSUNG P4 Platinum
SEAGATE TECHNOLOGY Authorized Partner
SHARP ELETRONICS CORPORATION Authorized Partner - Display Solutions SOLARWINDS, INC. Level 1 Tier 1
SONY Gold
SPIRENT COMMUNICATIONS Authorized Partner
SPLUNK, INC. Premier
SYMANTEC CORPORATION Platinum
TOSHIBA CORPORATION Platinum Preferred
TREND MICRO, INC. National Channel Partner
TRIPP LITE Authorized Partner
VIEWSONIC CORPORATION Authorized Partner
VISIONEER, INC. Authorized Partner
VMWARE, INC. Corporate Reseller - Premier Level
WESTERN DIGITAL Authorized Partner
XEROX CORPORATION Authorized Partner
In addition, SHI's Enterprise Solutions Group has over 150 people who hold 3000+ technical certifications for various products and solutions we offer. Included below is a sampling of some of our technical certifications.
Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.
DocuSign DocuSign Envelope Envelope ID: 9572A8C3 64B0A0DF--61C7 6351-4821B8E--BB68 8587-037BDD3C3793 6C9754F833A7 • Adobe RSA - enVision (RSA - enVision 3.7)
• Adobe GIAC Certified Intrusion Analyst (GCIA)
• AGOEA TOGAF
• APC Technical Consultant for Data Center
• Apple Certified Technical Coordinator 10.7
• Apple MacOS X 10.7 Support Certification
• Check Point Certified Security Administrator
• Check Point Certified Security Administrator
• Check Point - Certified Instructor
• Check Point - Certified Security Expert+
• Cisco CCIE #23895 R&S
• Cisco advanced Wireless
• Cisco CCDA
• Cisco Certified Network Associate
• Cisco Data Center Storage Networking Design Specialist • CCIE-19985 Routing & Switching
• Citrix - Netscaler Basic Operations and Admin
• Citrix Certified Administrator XenServer (v5.0) (CCA) • Citrix Certified Administrator Xen Server
• Citrix Certified Administrator Xen Desktop
• CIW v5 ASSOCIATE
• Commvault ServiceAdvantage - Project Management Methodology Training • CommVault Certified Services Associate Assessment - CVCSA • CommVault Solution Architect Certification - CVSA
• CommVault® Technical Sales Professional Accreditation - CVTSP • Compellent Storage Center
• CompTIA A+
• CompTIA Network+
• CompTIA Security+
• CompTIA A+
• CompTIA Server+
• DataCore DCIE
• Dell Blade Server Solutions - Technical
• Dell SC Series Storage Professional Certification Exam • Dell Certified Professional - SC Series Storage
• Dell EMC Specialist - Technology Architect, Backup Recovery Solutions Version 6.0 • Dell EMC Expert - Technology Architect, Backup Recovery Solutions Version 6.0 • Dell EMC Specialist - Technology Architect, Backup Recovery Solutions Version 6.0 • EMC EMCTA
• EMC EMCPA
• EMC -PA
• EMC-Technology Architect
• EMC-Technology Architect
• Exin ITIL v2
• Exin ITIL v3
• HP Service Manager 9.x Software
• HP APP - HP Enterprise Solutions
• HP AIS - HP ProCurve Networking [2010]
• HP- AIS- Operations Manager Software v8 for Wins
• HP Operations Orchestration 9.x
• HPE ASE - Storage Solutions Architect V3
• HPE ATP - Storage Solutions V3
• HPE Master ASE - Storage Solutions Architect V3
• IBM Certified Deployment Professional Security SiteProtector System v2.0 SP 8.1 • IBM Certified Deployment Professional - Security Access Manager for Mobile • ISC2 -- (CISSP) Certified Information Systems Security Professional • ISC2 -- (ISSAP) Information Systems Security Architecture Professional • ISC2 - (ISSEP) Information Systems Security Engineering Professional • ISC2 -- (ISSMP) Information Systems Security Management Professional • ITIL - V3 Foundations
• Exin - ITIL Foundations
• ITIL - Foundations
• LanDesk CLE
• LanDesk Certified LANDesk 9.0 Engineer
• LanDesk 8.8 Engineer
• McAfee Data Protection
• McAfee Network Security
• McAfee Risk & Compliance Management
• McAfee System Security
• Metastorm Provision
• Microsoft Certified IT Professional (MCITP): Enterprise Desktop Administrator on Windows 7 • Microsoft Certified IT Professional (MCITP): Enterprise Desktop Support Technician on Windows 7
• Microsoft Certified Technology Specialist (MCTS): Microsoft Exchange Server 2010, Configuration
• NetApp - Accredited Storage Architect
• Novell CNE
• Novell Certified Workload Management Administrator
*
Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.
DocuSign DocuSign Envelope Envelope ID: 9572A8C3 64B0A0DF--61C7 6351-4821B8E--BB68 8587-037BDD3C3793 6C9754F833A7 • Novell Systems & Resource Technical Specialist
• Oracle VM Pre-Sales Assessment
• Oracle Planning and Budgeting Cloud Service Specialist • Oracle Exadata Database Machine X2-2 and X2-8 Technology Support Specialist • Red Hat Certified Technician (RHCT)
• RSA Certified System Engineer
• RSA - Certified System Engineer - DLP
• SANS.ORG GAWN - - GIAC Assessing and Auditing Wireless Networks (GAWN) • Secure Computing / McAfee Sidewinder v7
• Secure Computing / McAfee IronMail 6.5
• Security Horizon IAM - NSA INFOSEC Assessment Methodology • Security Horizon IEM- NSA INFOSEC Evaluation Methodology • SonicWall Certified SonicWALL Security Administrator
• Splunk Sales enginerr I
• Symantec STS
• Symantec Authorized Symantec Consultant
• Symantec DLP 10.5
• Symantec Technical Specialist - Network Access Control • Symantec Data Loss Prevention STS 10.0
• Symantec Technical Specialist
• VMware Certified Design Expert
• VMware VCP 410
• VMWare VCP 410
• VMware VTSP Business Continuity Technical Sales Accreditation 4 • VMware Infrastructure Virtualization Technical Post-Sales Accreditation: Capacity Planner Fundamentals
• VMware Business Continuity Technical Post-Sales Accreditation: SRM 1 Implementation Fundamentals
• VMware Desktop Virtualization Technical Sales Accreditation 4 • VMware VCP - VMware Certified Professional
• Watchguard WCSP
• Websense Hosted Security
Should Sourcewell be interested in certain certifications that are not listed we are happy to confirm if we hold those additional certifications as well. 70 Summarize your current approach to serving
Sourcewell members in each vertical (state
and local government, education, and not-forprofit) and plans to grow utilization of your solutions in the event of a Sourcewell contract
award.
Our initial approach to facilitate solutions for Sourcewell Members in each vertical includes putting our best people in place with a clear purpose and a tangible passion for success. Our team is empowered and has the autonomy to respond directly to Member requests.
Additionally, we have ensured that SHI support teams, who work regionally and vertically, have the training and resources they need to provide Members with immediate, accurate, up-to-date information and the authority to take action when needed.
Sourcewell and its Members will have the support of the entire SHI team starting from the top down. We will grow our solutions in unison with a growing Sourcewell Member base, keeping pace with the demands and expanding proactively and - always - using best practices.
Denise Verdicchio, our Senior Director of Public Sector Sales has been an essential team member with SHI since 1995. As Senior Director of Public Sector Sales, Denise provides inperson client support and sustains her team in the public sector; she has executive authority to approve terms and to resolve issues, and she responds to inquiries within 8 business hours. Denise is dedicated to supporting the Sourcewell contract and ensuring its success.
Denise leads the Public Sector team, who is prepared and eager to support Sourcewell members. Our Account Executives, who live work, and play in the communities they serve, are dedicated to each vertical and will support State and Local Government, Education, and notfor-profit customers across the US and Canada.
This Public Sector sales force will actively promote the availability of Sourcewell to customers and prospects across the country. With the assistance of our Public Sector marketing team.
Sourcewell members will benefit from SHI's laser focus to be the best, while continuing to keep our costs aggressive with our low overhead. A dedicated approach to the Public Sector business for the last twenty years has helped us create solutions that are specific to the unique needs of State, Local, and Education customers across the country.
Many of our customers have inquired about our relationship with Sourcewell; we are eager to contribute to your organization and are zealously confident that we are the ideal Sourcewell partner for this contract. We offer a fresh, new perspective to your Members and have worked tirelessly to improve as both a reseller and a total Solutions Provider. We bring integrity, purpose, and passion to Sourcewell and are grateful for your consideration. *
Exceptions to Terms, Conditions, or Specifications Form Only those Proposer Exceptions to Terms, Conditions, or Specifications that have been accepted by Sourcewell have been incorporated into the contract text.
Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.
DocuSign DocuSign Envelope Envelope ID: 9572A8C3 64B0A0DF--61C7 6351-4821B8E--BB68 8587-037BDD3C3793 6C9754F833A7 Documents
Ensure your submission document(s) conforms to the following:
1. Documents in PDF format are preferred. Documents in Word, Excel, or compatible formats may also be provided.
2. Documents should NOT have a security password, as Sourcewell may not be able to open the file. It is your sole responsibility to ensure that the uploaded document(s) are not either defective, corrupted or blank and that the documents can be opened and viewed by Sourcewell.
3. Sourcewell may reject any response where any document(s) cannot be opened and viewed by Sourcewell.
4. If you need to upload more than one (1) document for a single item, you should combine the documents into one zipped file. If the zipped file contains more than one (1) document, ensure each document is named, in relation to the submission format item responding to. For example, if responding to the Marketing Plan category save the document as "Marketing Plan." Financial Strength and Stability - SHI Financials 2018-17.pdf - Tuesday August 13, 2019 17:28:09 Marketing Plan/Samples - Sourcewell Marketing Plan Draft and Sample marketing piece.pdf - Tuesday August 13, 2019 17:29:37 WMBE/MBE/SBE or Related Certificates - WBE Certificate_Exp_02-28-2020.pdf - Tuesday August 13, 2019 17:28:33 Warranty Information (optional)
Pricing - Sourcewell Pricing.pdf - Tuesday August 13, 2019 20:48:59 Supplemental Pricing Documentation (if needed) (optional) Additional Document (optional)
Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.
DocuSign DocuSign Envelope Envelope ID: 9572A8C3 64B0A0DF--61C7 6351-4821B8E--BB68 8587-037BDD3C3793 6C9754F833A7 Proposers Assurance of Comp
PROPOSER ASSURANCE OF COMPLIANCE
PROPOSER'S AFFIDAVIT
The undersigned, authorized representative of the entity submitting the foregoing proposal (the "Proposer"), swears that the following statements are true to the best of his or her knowledge.
1. The Proposer is submitting its proposal under its true and correct name, the Proposer has been properly originated and legally exists in good standing in its state of residence, the Proposer possesses, or will possess before delivering any products and related services, all applicable licenses necessary for such delivery to Sourcewell member agencies. The undersigned affirms that he or she is authorized to act on behalf of, and to legally bind the Proposer to the terms in this Contract.
2. The Proposer, or any person representing the Proposer, has not directly or indirectly entered into any agreement or arrangement with any other vendor or supplier, any official or employee of Sourcewell, or any person, firm, or corporation under contract with Sourcewell, in an effort to influence the pricing, terms, or conditions relating to this RFP in any way that adversely affects the free and open competition for a Contract award under this RFP.
3. The contents of the Proposer's proposal have not been communicated by the Proposer or its employees or agents to any person not an employee or agent of the Proposer and will not be communicated to any such persons prior to the official opening of the proposals.
4. The Proposer has examined and understands the terms, conditions, scope, contract opportunity, specifications request, and other documents in this solicitation and affirms that any and all exceptions have been noted and included with the Proposer's Proposal.
5. The Proposer will, if awarded a Contract, provide to Sourcewell Members the /products and services in accordance with the terms, conditions, and scope of this RFP, with the Proposer-offered specifications, and with the other documents in this solicitation.
6. The Proposer agrees to deliver products and services through valid contracts, purchase orders, or means that are acceptable to Sourcewell Members. Unless otherwise agreed to, the Proposer must provide only new and first-quality products and related services to Sourcewell Members under an awarded Contract.
7. The Proposer will comply with all applicable provisions of federal, state, and local laws, regulations, rules, and orders.
8. The Proposer understands that Sourcewell will reject RFP proposals that are marked "confidential" (or "nonpublic," etc.), either substantially or in their entirety. Under Minnesota Statute §13.591, Subd. 4, all proposals are considered nonpublic data until the evaluation is complete and a Contract is awarded. At that point, proposals generally become public data. Minnesota Statute §13.37 permits only certain narrowly defined data to be considered a "trade secret," and thus nonpublic data under Minnesota's Data Practices Act.
The Proposer understands that it is the Proposer's duty to protect information that it considers nonpublic, and it agrees to defend and indemnify Sourcewell for reasonable measures that Sourcewell takes to uphold such a data designation.
By checking this box I acknowledge that I am bound by the terms of the Proposer's Affidavit, have the legal authority to submit this Proposal on behalf of the Proposer, and that this electronic acknowledgment has the same legal effect, validity, and enforceability as if I had hand signed the Proposal. This signature will not be denied such legal effect, validity, or enforceability solely because an electronic signature or electronic record was used in its formation. - Aimee Ballenger, Public Program Manager
The Proposer declares that there is an actual or potential Conflict of Interest relating to the preparation of its submission, and/or the Proposer foresees an actual or potential Conflict of Interest in performing the contractual obligations contemplated in the bid.
Yes No
The Bidder acknowledges and agrees that the addendum/addenda below form part of the Bid Document.
Check the box in the column "I have reviewed this addendum" below to acknowledge each of the addenda.
Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.
DocuSign Envelope ID: 982FAAC6-7C05-4948-BF40-71629992EACA 1 AMENDMENT #1
TO
SOURCEWELL CONTRACT #081419-SHI
This Amendment is by and between Sourcewell, 202 12th Street Northeast, P.O. Box 219, Staples, MN 56479 (Sourcewell) and SHI International Corp., 290 Davidson Avenue, Somerset, NJ 08873 (Vendor).
Sourcewell awarded a contract for Technology Catalog Solutions to Vendor (#081429-SHI) effective November 12, 2019, until October 30, 2023, relating to the provision of services by Vendor and to Sourcewell and its Members (Original Contract).
Vendor has requested to amended the Original Contract to expand the interpretation of the term “Vendor.”
In consideration of the mutual covenants and agreements described in this Amendment, the parties agree to amend the Original Contract as follows:
1. This Amendment is effective upon the date of the last signature below.
Remainder of page intentionally left blank.
Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.
DocuSign Envelope ID: 982FAAC6-7C05-4948-BF40-71629992EACA 2 rized Signature rized Signature
2. As used within the Original Contract, any reference to “Vendor” will be interpreted to also include SHI Government Solutions, Inc.
Except as amended by this Amendment, the Original Contract remains in full force and effect.
Sourcewell SHI International Corp.
By: By:
Autho Autho
Jeremy Schwartz Kristina Mann
Name – Printed Name – Printed
Title: Director of Operations & Procurement/CPO Title:
sr. Lead Contract specialist
3/13/2020 I 9:03 AM CDT
Date:
3/13/2020 I 8:56 AM CDT
Date:
Sourcewell–APPROVED:
By:
Authorized Signature
Chad Coauette
Name – Printed
Title: Executive Director/CEO
Date: 3/13/2020 I 9:09 AM CDT
Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.
7 Setup and configuration package: OpenForms Workflow add-on 1 $0.00 $0.00 Pricing Proposal
Quotation #: 25012426
Created On: Jun-25-2024
Valid Until: Jul-31-2024
CA-City of Calistoga Inside Account
Executive
Scott Sanders
Phone: 530-598-4915
Fax:
Email: [email protected]
Greg Spoleti
290 Davidson Ave.
Somerset, NJ 08873
Phone: 732-652-3083
Fax: 732-564-8224
Email: [email protected]
All Prices are in US Dollar (USD)
Product Qty Your Price Total
1 Granicus Web - Enhanced Package
Granicus - Part#:
Contract Name: Sourcewell- Technology Catalog Solutions Contract #: 081419-SHI
Note: Upfront
1 $14,029.25 $14,029.25
2 GXG Information Architecture
Granicus - Part#:
Contract Name: Sourcewell- Technology Catalog Solutions Contract #: 081419-SHI
Note: Upfront
1 $24,394.74 $24,394.74
3 Granicus Web - AzureAD Connector - Services Setup and Configuration Package Granicus - Part#:
Contract Name: Sourcewell- Technology Catalog Solutions Contract #: 081419-SHI
Note: Upfront
1 $0.00 $0.00
4 Setup and configuration package: OpenForms License
Granicus - Part#:
Contract Name: Sourcewell- Technology Catalog Solutions Contract #: 081419-SHI
Note: Upfront
1 $0.00 $0.00
5 Training: OpenForms
Granicus - Part#:
Contract Name: Sourcewell- Technology Catalog Solutions Contract #: 081419-SHI
Note: Upfront
1 $0.00 $0.00
6 OpenCities Imperva Security License - Services Setup and Configuration Package Granicus - Part#:
Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.
7 Setup and configuration package: OpenForms Workflow add-on 1 $0.00 $0.00 Contract Name: Sourcewell- Technology Catalog Solutions Contract #: 081419-SHI
Note: Upfront
1 $0.00 $0.00
Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.
First time user for SHI Direct website? Please use the following information when registering.
Granicus - Part#:
Contract Name: Sourcewell- Technology Catalog Solutions Contract #: 081419-SHI
Note: Upfront
8 AzureAD Connector - Services Setup and Configuration Package Granicus - Part#:
Contract Name: Sourcewell- Technology Catalog Solutions Contract #: 081419-SHI
Note: Upfront
1 $1,026.41 $1,026.41
9 OpenForms Team License
Granicus - Part#:
Contract Name: Sourcewell- Technology Catalog Solutions Contract #: 081419-SHI
Note: Year 1
1 $4,585.77 $4,585.77
10 OpenCities SaaS License
Granicus - Part#:
Contract Name: Sourcewell- Technology Catalog Solutions Contract #: 081419-SHI
Note: Year 1
1 $6,466.43 $6,466.43
11 OpenCities Cloud Security License
Granicus - Part#:
Contract Name: Sourcewell- Technology Catalog Solutions Contract #: 081419-SHI
Note: Year 1
1 $0.00 $0.00
12 OpenForms Add-on: Workflow
Granicus - Part#:
Contract Name: Sourcewell- Technology Catalog Solutions Contract #: 081419-SHI
Note: Year 1
1 $1,859.10 $1,859.10
13 AzureAD Connector License
Granicus - Part#:
Contract Name: Sourcewell- Technology Catalog Solutions Contract #: 081419-SHI
Note: Year 1
1 $1,283.02 $1,283.02
Total $53,644.72
Additional Comments
Please note, if Emergency Connectivity Funds (ECF) will be used to pay for all or part of this quote, please let us know as we will need to ensure compliance with the funding program.
Hardware items on this quote may be updated to reflect changes due to industry wide constraints and fluctuations.
WSCA Contract for California: ADSPO11-00000358-3 PA 70-12-70-19 Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.
First time user for SHI Direct website? Please use the following information when registering.
Trend Micro Contract for California: SLP-12-70-0003V
Attachmate Contract for California: SLP-13-70-0003W
Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.
California Gov't:
http://www.publicsector.shidirect.com/slg/ca
Token: 30343
Access Key: HBB59KL3PK
The products offered under this proposal are resold in accordance with the terms and conditions of the Contract referenced under that applicable line item.
Docusign Envelope ID: 996756C5-760D-42A9-A070-DFD4C8F93BA3 Item #6.9.
City of Calistoga
STAFF REPORT
To: Honorable Mayor and City Council
From: Derek Rayner, Public Works Director/City Engineer Meeting: City Council - Jul 30 2024
Subject: Consideration of a Resolution Authorizing the Levying and Collection of Assessments for the Palisades Landscape Maintenance District for Fiscal Year 2024-25
DESCRIPTION:
Consideration of a resolution authorizing the levying and collection of assessments for the Palisades Landscape Maintenance District for Fiscal Year 2024-25.
RECOMMENDATION:
Conduct a public hearing and consider adoption of a resolution approving the assessment amount and authorizing the levying and collection of assessments for Fiscal Year 2024-25.
BACKGROUND/SUMMARY:
As a condition of the development of the Palisades Subdivision, a landscaping assessment district was established to fund the maintenance of the area adjacent to State Route 29 on the north side of the development, and along Money Lane between the property fence and sidewalk.
The Landscaping and Lighting Act of 1972 (Streets and Highways Code 22500-22647) requires that the city undertake certain proceedings for any fiscal year during which assessments are to be levied and collected. These proceedings are usually accomplished at three separate Council meetings.
On April 30, 2024, the Council adopted Resolution No. 2024-26 directing the City Engineer to prepare and file the attached report for the Palisades Landscape Maintenance Assessment District for Fiscal Year 2024-25. On June 11, 2024, the Council adopted Resolution No. 2024-37 approving the Engineer’s Report, declaring the City Council’s intent to levy and collect assessments and setting July 30, 2024, as the date for the public hearing.
Tonight’s action is the third and final Council action on these annual proceedings. At the conclusion of the public hearing, the Council can authorize the levying and collection of the annual assessments for the Palisades Landscape Maintenance District in the amount of $35/parcel. This is the same amount as was assessed in Fiscal Year 2023-24.
FINANCIAL IMPACT:
The Assessment District is intended to have no direct fiscal impact on the City of Calistoga, as revenues collected in Account No. 35-3399 through assessment are expended for maintenance and administration.
Item #7.1.
However, estimated costs for FY 2024-25 are expected to exceed the total assessment of $1,540 by $1,370. This amount is to be included in Account No. 01-4123-4404.
Any proposed increase in the amount of the assessment would require balloting of the property owners under the provisions of Proposition 218.
CEQA STATUS:
The recommended action is not a project under the definitions contained in the Guidelines of the California Environmental Quality Act (CEQA) and is therefore exempt from CEQA.
ATTACHMENT(S):
1. Draft Resolution
2. Engineer's Report
APPROVAL(S):
Derek Rayner, Public Works Director/City Engineer Approved - Jul 16 2024 Connie Cardenas, Admin. Services Director Approved - Jul 17 2024 Laura Snideman, City Manager Approved - Jul 22 2024
Yudiana Galvan, City Clerk Approved - Jul 22 2024
Item #7.1.
RESOLUTION NO. 2024-XXX
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CALISTOGA, COUNTY OF
NAPA, STATE OF CALIFORNIA, AUTHORIZING THE LEVYING AND COLLECTION
OF ASSESSMENTS FOR THE PALISADES LANDSCAPE AND MAINTENANCE DISTRICT FOR FISCAL YEAR 2024-25
WHEREAS, the City of Calistoga established a Landscape and Maintenance District for the Palisades Subdivision; and
WHEREAS, in accordance with the Landscaping and Lighting Act of 1972 (Streets and Highways Code 22500-22647), the City is required to undertake certain proceedings for any fiscal year during which an assessment is to be levied; and WHEREAS, on April 30, 2024, by Resolution No, 2024-26 the City Council directed the City Engineer to prepare a report in accordance with the requirements of the California Streets and Highways Code in Article 4 of Chapter 1 commencing with Section 22565; and
WHEREAS, on June 11, 2024, by Resolution No. 2024-37 the City Engineer’s report was accepted by the City Council and on July 30, 2024, a public hearing was held to receive testimony from the citizens of the City of Calistoga; and WHEREAS, pursuant to California Streets and Highways Code, Article 4 of Chapter 1, commencing with Section 22620, the City Council may set the amount of assessment to be the same as the preceding year; and
WHEREAS, the Assessment District is intended to have no direct fiscal impact on the City of Calistoga, as revenues collected in Account No. 35-3399 through assessment are expended for maintenance and administration; and
WHEREAS, the estimated costs for FY 2024-25 are expected to exceed the total assessment of $1,540 by $1,370. This amount is to be included in Account No. 01- 4123-4404; and
WHEREAS, there will be no new improvements or substantial changes in the existing improvements other than maintaining the existing landscape and irrigation system; and
WHEREAS, any proposed increase in the amount of the assessment would require balloting of the property owners under the provisions of Proposition 218.
ATTACHMENT 1 Item #7.1.
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF CALISTOGA DOES HEREBY find the following:
1. Confirms the diagram and the assessment contained in the Engineer’s Report.
2. Levies an assessment of $35.00 per parcel.
3. Authorizes collection of such assessment for the Palisades Landscape Maintenance Assessment District for the Fiscal Year 2024-25.
PASSED, APPROVED AND ADOPTED this 30th day of July, 2024. I,
YUDIANA GALVAN, CITY CLERK OF THE CITY OF CALISTOGA, HEREBY CERTIFY the foregoing resolution was introduced and passed at a regular meeting of the Calistoga City Council by the following roll call vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
ATTEST: APPROVED:
______________________________ ___________________________ Yudiana Galvan, City Clerk Donald Williams, Mayor
Resolution No. 2024-XXX
Item #7.1.
Item #7.1.
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Printed On: 5/25/2022
Disclaimer: This map w as preparedfor informational
purposes only. No liability is assumed for the
accuracy of the data delineated hereon.
Palisades Subdivision [ 0 0.0125 0.025 0.05
mi
Legend
Addresses
All Roads
Major Road
Local Road
Parcels
County
Boundary
County of Napa | ITS Dept
EXHIBIT "F" Item #7.1.
City of Calistoga
STAFF REPORT
To: Honorable Mayor and City Council
From: Derek Rayner, Public Works Director/City Engineer Meeting: City Council - Jul 30 2024
Subject: Consideration of a Resolution Authorizing the Levying and Collection of Assessments for the Silverado Place Landscape Maintenance District for Fiscal Year 2024-25
DESCRIPTION:
Consideration of a Resolution authorizing the levying and collection of assessments for the Silverado Place Landscape Maintenance District for Fiscal Year 2024-25.
RECOMMENDATION:
Conduct a public hearing and consider adoption of a resolution approving the assessment amount and authorizing the levying and collection of assessments for Fiscal Year 2024-25.
BACKGROUND/SUMMARY:
As a condition of the development of the Silverado Place Subdivision, a landscaping assessment district was established to fund the maintenance of the area adjacent to State Route 29 on the north side of the development.
The Landscaping and Lighting Act of 1972 (Streets and Highways Code 22500-22647) requires that the city undertake certain proceedings for any fiscal year during which assessments are to be levied and collected. These proceedings are usually accomplished at three separate Council meetings.
On April 30, 2024, the Council adopted Resolution No. 2024-27 directing the City Engineer to prepare and file a report for the Silverado Place Landscape Maintenance Assessment District for Fiscal Year 2024-25. On June 11, 2024, the Council adopted Resolution No. 2024-38 approving the Engineer’s Report, declaring the City Council’s intent to levy and collect assessments and setting July 30, 2024, as the date for the public hearing.
Tonight’s action is the third and final Council action on these annual proceedings. At the conclusion of the public hearing, the Council can authorize the levying and collection of the annual assessments for the Silverado Place Landscape Maintenance District in the amount of $66.67/parcel. This is the same amount as was assessed in Fiscal Year 2023-24.
FINANCIAL IMPACT:
The Assessment District is intended to have no direct fiscal impact on the City of Calistoga, as revenues collected in Account No. 33-3399 through assessment are expended for maintenance and administration.
Item #7.2.
However, estimated costs for FY 2024-25 are expected to exceed the total assessment of $1,000 by $149. This amount is to be included in Account No. 01-4123-4404.
Any proposed increase in the amount of the assessment would require balloting of the property owners under the provisions of Proposition 218.
CEQA STATUS:
The recommended action is not a project under the definitions contained in the Guidelines of the California Environmental Quality Act (CEQA) and is therefore exempt from CEQA.
ATTACHMENT(S):
1. Draft Resolution
2. Engineer's Report
APPROVAL(S):
Derek Rayner, Public Works Director/City Engineer Approved - Jul 16 2024 Connie Cardenas, Admin. Services Director Approved - Jul 17 2024 Laura Snideman, City Manager Approved - Jul 22 2024
Yudiana Galvan, City Clerk Approved - Jul 22 2024
Item #7.2.
RESOLUTION NO. 2024-XXX
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CALISTOGA, COUNTY OF
NAPA, STATE OF CALIFORNIA, AUTHORIZING THE LEVYING AND COLLECTION
OF ASSESSMENTS FOR THE SILVERADO PLACE LANDSCAPE AND
MAINTENANCE DISTRICT FOR FISCAL YEAR 2024-25
WHEREAS, the City of Calistoga established a Landscape and Maintenance District for the Silverado Place Subdivision; and
WHEREAS, in accordance with the Landscaping and Lighting Act of 1972 (Streets and Highways Code 22500-22647), the City is required to undertake certain proceedings for any fiscal year during which an assessment is to be levied; and WHEREAS, on April 30, 2024, by Resolution No. 2024-27 the City Council directed the City Engineer to prepare a report in accordance with the requirements of the California Streets and Highways Code in Article 4 of Chapter 1 commencing with Section 22565; and
WHEREAS, on June 11, 2024, by Resolution No. 2024-38 the City Engineer’s report was accepted by the City Council and on July 30, 2024, a public hearing was held to receive testimony from the citizens of the City of Calistoga; and WHEREAS, pursuant to California Streets and Highways Code, Article 4 of Chapter 1, commencing with Section 22620, the City Council may set the amount of assessment to be the same as the preceding year; and
WHEREAS, the Assessment District is intended to have no direct fiscal impact on the City of Calistoga, as revenues collected in Account No. 33-3399 through assessment are expended for maintenance and administration; and WHEREAS, the estimated costs for FY 2024-25 are expected to exceed the total assessment of $1,000 by $149. This amount is to be included in Account No. 01-4123- 4404; and
WHEREAS, there will be no new improvements or substantial changes in the existing improvements other than that required to maintain the existing landscape and irrigation system; and
WHEREAS, any proposed increase in the amount of the assessment would require balloting of the property owners under the provisions of Proposition 218.
ATTACHMENT 1Item #7.2.
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF CALISTOGA DOES HEREBY find the following:
1. Confirms the diagram and the assessment contained in the Engineer’s Report.
2. Levies an assessment of $66.67 per parcel.
3. Authorizes collection of such assessment for the Silverado Place Subdivision Landscape Maintenance Assessment District for the Fiscal Year 2024-25.
PASSED, APPROVED AND ADOPTED this 30th day of July, 2024. I, YUDIANA GALVAN, CITY CLERK OF THE CITY OF CALISTOGA, HEREBY CERTIFY the foregoing resolution was introduced and passed at a regular meeting of the Calistoga City Council by the following roll call vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
ATTEST: APPROVED:
______________________________ __________________________ Yudiana Galvan, City Clerk Donald Williams, Mayor
Resolution No. 2024-XXX
Item #7.2.
Item #7.2.
Item #7.2.
Item #7.2.
Item #7.2.
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Printed On: 5/25/2022
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EXHIBIT "F" Item #7.2.
City of Calistoga
STAFF REPORT
To: Honorable Mayor and City Council
From: Greg Desmond, Planning and Building Director
Meeting: City Council - Jul 30 2024
Subject: Green Committee Work Plan
DESCRIPTION:
Green Committee work plan goals for FY 24/25.
RECOMMENDATION:
Concur with or modify the Green Committee's proposed work plan for FY 24/25.
BACKGROUND/SUMMARY:
Green Committee members have prepared a presentation to update the Council on future initiatives and goals.
ANALYSIS:
The Green Committee was initiated in 2011 via resolution 2011-092. At this time, the committee's roles, duties and responsibilities were focused on the support of the City Council's Climate Emergency Declaration.
In 2022, the Napa County Climate Action Committee (which included Mayor Canning and Councilmember Kraus) was successful in adopting a Regional Climate Action Plan (RCAP). At this time, and via resolution 2022-054, the City Council re-established the duties and responsibilities of the Green Committee to be as follows:
The Committee shall advise the City Council on matters relating to policies and programs which will serve to help create and implement the Calistoga Climate Action Plan and any future Napa County Regional Climate Action Plan, and other sustainable programs identified by the City Council from time to time.
FINANCIAL IMPACT:
The FY 24/25 budget did not include funding for the Green Committee.
CEQA STATUS:
The recommended action is not a project under the definitions contained in the Guidelines of the California Environmental Quality Act (CEQA) and is therefore exempt from CEQA.
ATTACHMENT(S):
Reso 2022-054 Defining Green Committee's Role & Green Initiates for FY 22-23 green committee work plan - 2024
Item #8.1.
APPROVAL(S):
Connie Cardenas, Admin. Services Director Approved - Jul 22 2024 Laura Snideman, City Manager Approved - Jul 23 2024
Yudiana Galvan, City Clerk Approved - Jul 23 2024
Item #8.1.
RESOLUTION NO. 2022-054
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CALISTOGA, COUNTY OF NAPA, STATE OF CALIFORNIA, RESCINDING RESOLUTION 2015-007 AND
DEFINING THE GREEN COMMITTEE'S ROLE, DUTIES AND RESPONSIBILITIES, AND GREEN INITIATIVES FOR FY 22/23
WHEREAS, on September 6, 2011, the City Council adopted Resolution 2011-092 establishing the Calistoga Green Committee and defining its role, duties and responsibilities and in support of the City Council's Climate Emergency Declaration (Resolution 2021-063) supporting a goal of net zero climate pollution by or before 2030; and WHEREAS, on December 5, 2013, the Green Committee forwarded a recommendation to the City Council to revise its meeting time and date; and WHEREAS, on January 6, 2022, the City Council adopted Resolution 2015-007 redefining is role, duties and responsibilities; and WHEREAS, on May 27, 2022, the Napa County Climate Action Committee unanimously supported a Regional Climate Action Plan (RCAP) and that, as committee members, Calistoga Mayor Chris Canning and Councilmember Gary Kraus supported the RCAP process.
WHEREAS, the City Council desires to continue a Green Committee to advise and make recommendations to Council on how to best refine the Calistoga Climate Action Plan and implement the RCAP, and work towards an environmentally-sustainable community; and
WHEREAS, in order to coordinate the RCAP process and local climate initiatives, it is necessary to re-define the Green Committee role, duties and responsibilities accordingly.
NOW, THEREFORE BE IT RESOLVED, that the Council rescinds Resolution No. 2015-007 and adopts this resolution re-establishing the Green Committee and adopting the following provisions as it relates to the Committee's membership, terms of office, duties and responsibilities:
1. MEMBERSHIP: The membership shall consist of a minimum of three (3) core members appointed by the City Council. All members shall reside within the Calistoga Joint Unified School District and preference shall be given to individuals with expertise in sustainability. The City Council shall appoint additional members to the Committee as deemed necessary based on expertise needed to fulfill the objectives and implement desired programs.
2. TERM OF OFFICE OF MEMBERS: The term of office of all members of said Committee shall be two (2) years terminating on the first day of January; provided that at least two (2) members' terms terminate on an alternate year than the third member's term. Each member shall serve at the pleasure of the Mayor and the City Council until his or her successor is appointed and qualified.
3. VACANCY: Vacancies on said Committee, for whatever cause, shall be filled by the City Council. Any member missing three (3) consecutive regular meetings without approval of the Committee shall be deemed as having vacated his or her seat on the Committee.
Item #8.1.
Resolution No. 2022-054
4. OFFICERS OF THE COMMITTEE: The Committee shall select one of its members as Chairperson and one of its members as Vice-Chair whose terms of office for said positions shall be one year.
5. OFFICES OF THE COMMITTEE: The Committee shall meet at 3:00 pm on the second Tuesday of every month at Calistoga City Hall, Administrative Conference Room, 1232 Washington Street, or such other time and place as the Committee may establish from time to time following proper notice. Special meetings of the Committee may be called at any time by the Chairperson, or by any two (2) or more members of the Committee, by providing notice of said meeting as required by law.
6. ORGANIZATION AND PROCEDURES: The Committee may make and alter rules and regulations governing its organization and procedures not inconsistent with the provisions contained herein or any ordinance of the City. The Committee is subject to and shall comply with the requirements of the Brown Act (Gov. Code §54950 et seq.).
Minutes of the Committee meetings shall be action minutes.
7. STAFF TO THE COMMITTEE: The City Manager shall appoint an officer or an employee of the City who shall act as Secretary to the Committee and who shall provide clerical assistance.
8. DUTIES AND RESPONSIBILITIES OF THE COMMITTEE AND GREEN INITIATIVES FOR FY 22/23: The Committee shall advise the City Council on matters relating to policies and programs which will serve to help create and implement the Calistoga Climate Action Plan and any future Napa County Regional Climate Action Plan, and other sustainable programs identified by the City Council from time to time. For FY 22/23 Green Initiatives will be: Climate Action Committee Membership; GHG Inventory; Leaf-blower rebates; Food Ware Ordinance, Administrative (City staff, printing, mailing, etc.) and other initiatives upon advisement to, and direction by, City Council.
BE IT FURTHER RESOLVED, that it is the intention of the City Council that the Green Committee shall function in an advisory capacity and shall not be an administrative body, and shall be funded through General Fund account 01-4107-4568.
PASSED, APPROVED, AND ADOPTED this 21 st day of June 2022. I, MARNI RITTBURG, CITY CLERK OF THE CITY OF CALISTOGA, HEREBY CERTIFY the foregoing resolution was introduced and passed at a regular meeting of the Calistoga City Council by the following roll call vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
ATTEST:
Councilmembers Kraus, Williams, Vice Mayor Lopez-Ortega and Mayor Canning
None
Councilmember Gift
None
Item #8.1.
Note: in working toward reducing global CO2 emissions, the Green Commitee will bear in mind the importance of addressing the topics of natural gas, solid waste, electricity, transporta�on.
GREEN COMMITTEE GOALS - 2024
ITEMS TO PRIORITIZE
1. T-1 A BIKE PARKING LOT
• Convert unused “parklet” at Washington and Lincoln to bicycle parking.
2. EE-1 B NIGHT SKY REGS
• Encourage city to provide direc�onal covers as needed on all ligh�ng on city buildings, streets, and proper�es.
• Expand residen�al and commercial night sky regula�on.
3. CE-1 A EDUCATION/CLIMATE LITERACY
• Facilitate instruc�on by Upper Valley Disposal, for Calistoga Jr/Sr High School student volunteers, on the disposal process, including correct separa�on into three bins, etc. The trained high schoolers then to be invited to serve as mentors for Calistoga elementary School students.
• General Public Educa�on (including but not limited to Idling, compos�ng/recycling. • Earth Day
4. CE-1 B FOODWARE & WASTE REDUCTION
• Update and maintain city website re. Foodware & Waste Reduc�on ordinance.
5. CE 2-B FOODWARE & WASTE REDUCTION
• Support the city businesses and community re. Foodware & Waste Reduc�on ordinance/code mandates.
• Review Foodware & Waste Reduc�on ordinance code for possible updates • Request city conform to three-bin requirement mandated for merchants.
6. PESTICIDE REGULATION
• GC to research exis�ng regula�ons on Round-up and other pes�cides and recommend Calistoga regula�ons/legisla�on.
ITEMS TO WATCH
1. FAIRGROUNDS PROJECT
• Na�ve Habitat and Urban Trees
• Plan and/or recommenda�ons
• Recommend regula�on?
2. NAPA COUNTY CAC CLIMATE ACTION PLAN
3. EV CHARGING
4. NAPA COUNTY FOODWARE & WASTE REDUCTION LEGISLATION
Item #8.1.
City of Calistoga
STAFF REPORT
To: Honorable Mayor and City Council
From: Rachel Melick, Parks & Recreation Director
Meeting: City Council - Jul 30 2024
Subject: Request for a Fee Discount from the Flynn Creek Circus.
DESCRIPTION:
Consider adopting a Resolution to provide a discount of rental fees to the Flynn Creek Circus for use of the great lawn.
RECOMMENDATION:
Consider Adopting the Resolution
BACKGROUND/SUMMARY:
The Flynn Creek Circus requests a discount of rental fees for use of the great lawn.
ANALYSIS:
Flynn Creek Circus was founded in 2002 as a rurally-based, circus-theater company. Since then Flynn Creek Circus continues to entertain all ages and provides opportunities to professional artists.
Touring in their new big top, the show presents International, award-winning talent to the communities of the Pacific Northwest and beyond. Flynn Creek Circus has influenced the advent of several new arts organizations and is a respected leader in the industry.
Flynn Creek Circus reached out to city staff regarding renting field space within the city to host their circus. The circus had utilized the great lawn in previous years when the fairgrounds were under the ownership of Napa County and had a keen interest in returning. With ownership of the property transitioning to the city, staff offered the great lawn as a site for the circus. Based on the adopted fees for renting the great lawn staff provided an estimate of $10,450 to the circus, which included eight days at the $1200 daily fee, a $50 application fee, and an $800 refundable deposit. The circus responded that due to the small nature of their operation, these fees would be out of reach and requested a discount. The circus is proposing a $50 application fee, a flat rental fee of $4600 for the eight-day event with a 5% commission of ticket sales being paid to the city, and an $800 refundable deposit.
FINANCIAL IMPACT:
The potential lost revenue could be as great as $5,450. However, staff are anticipating a less significant loss since the city will receive a 5% commission on the tickets but that amount will not be realized until after the event.
CEQA STATUS:
The recommended action is not a project and therefore not subject to CEQA review.
Item #8.2.
ATTACHMENT(S):
flynn creek circus discount
APPROVAL(S):
Connie Cardenas, Admin. Services Director Approved - Jul 17 2024 Laura Snideman, City Manager Approved - Jul 22 2024
Yudiana Galvan, City Clerk Approved - Jul 22 2024
Item #8.2.
ATTACHMENT 1
RESOLUTION NO. 2024-XXX
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CALISTOGA, COUNTY
OF NAPA, STATE OF CALIFORNIA, PROVIDING A DISCOUNT OF RENTAL FEES TO THE FLYNN CREEK CIRCUS FOR USE OF THE GREAT LAWN.
WHEREAS, the Flynn Creek Circus wishes to rent the great lawn to host their circus; and
WHEREAS, staff provided a rental estimate of $10,450; and WHEREAS, the circus responded the estimate is cost prohibitive, and they are requesting a discount; and
WHEREAS, the circus is proposing payment of a $50 application fee, a flat rental fee of $4600 for the duration of the event with a 5% commission of ticket sales being paid to the city, and an $800 refundable deposit; and
NOW, THEREFORE BE IT RESOLVED by the City Council of the City of Calistoga as follows: that the Calistoga City Council hereby authorizes the discounted rate of $5450 with the understanding the city will receive additional fees via a 5% commission of ticket sales.
PASSED, APPROVED AND ADOPTED this 30th day of July 2024. I, YUDIANA GALVAN, CITY CLERK OF THE CITY OF CALISTOGA, HEREBY CERTIFY the foregoing resolution was introduced and passed at a regular meeting of the Calistoga City Council by the following roll call vote:
AYES:
NOES:
ABSTAIN:
ABSENT:
ATTEST: APPROVED:
Yudiana Galvan, CMC, City Clerk Donald Williams, Mayor
Item #8.2.
City of Calistoga
STAFF REPORT
To: Honorable Mayor and City Council
From: Rachel Melick, Parks & Recreation Director
Meeting: City Council - Jul 30 2024
Subject: Construction Contract Award to T&S Intermodal Maintenance, Inc. for the Logvy Park Improvement Project
DESCRIPTION:
Consider adopting a Resolution that authorizes the City Manager to award a construction contract to T&S Intermodal Maintenance, Inc. to construct the Logvy Park Improvement Project.
RECOMMENDATION:
Consider Adopting the Resolution
BACKGROUND/SUMMARY:
In 2018 a community interest group, Adelante, approached the City Council with a request for more recreational opportunities at Logvy Community Park. The original 2009 Master Plan of Logvy Community Park included future improvements that included additional play structures, picnic tables, barbeque areas and other recreational facilities like bocce ball courts.
The proposed project includes a concrete pathway that completes a loop around the perimeter of Logvy Community Park, a play structure, two bocce ball courts, tables and BBQs, and an ADAaccessible hardscape surrounding the new facilities. The proposed project would also further pedestrian connectivity in conjunction with the future South Oak Street Bridge Capital Project.
ANALYSIS:
Staff advertised this project for a competitive bid on February 28th, unfortunately, no bids were received at the bid opening on April 2nd, 2024. At this point, the options are to perform the work by city employees by force account, negotiate a contract (per Calistoga Municipal Code 3.32.090B), or readvertise and rebid. California Public Contract Code - PCC § 22038 (c) allows cities to negotiate contracts when no bids are received. Staff pursued requesting a bid from T&S Intermodal Maintenance, Inc. and negotiated a price with them to complete the project.
The contract will award T&S Intermodal Maintenance, Inc., construction services to purchase and install the improvements. Staff has reviewed their bid and negotiated with T&S Intermodal Maintenance, Inc.
Staff recommends that the City Council award the contract to T&S Intermodal Maintenance, Inc. and adopt a resolution that:
Item #8.3.
1. Authorizes the City Manager to award a construction contract not to exceed $614,800 to T&S Intermodal Maintenance, Inc. to construct the Logvy Park Improvement Project.
2. Approves the Project construction budget for $626,000 including a contingency of 2% for change orders and authorizes the Deputy City Manager to negotiate and approve contract change orders, and contract with a special inspections firm, up to the approved construction budget amount.
3. Directs staff to issue a notice of award to T&S Intermodal Maintenance, Inc. and otherwise administer the Project.
4. Waives any informalities or irregularities in T&S Intermodal Maintenance, Inc. bid.
FINANCIAL IMPACT:
The Project is included in the FY24/25 Budget under Account #01-5569-4915 which has a budget of $626,000. The total project cost of $626,000 is within the budgeted amount.
Staff pursued several grant funding sources for this project and the City was awarded $177,952 through Proposition 68 Per Capita Program grant funds as well as $150,000 through Article 3 of the Transportation Development Act (TDA-3) funds; which will be reimbursements once the project is complete making the total cost to the city $298,048.
CEQA STATUS:
Per the Addendum to the 2009 Mitigated Negative Declaration for Logvy Community Park Master Plan Revisions that was approved by Resolution 2015-142, and CEQA guidelines section 15164, the Logvy Park Improvement Project in included the overall mitigated negative declaration that was adopted in 2009.
ATTACHMENT(S):
Logvy Park Improvement Award Resolution
24-5558 Logvy Contract and Bid Schedule
APPROVAL(S):
Connie Cardenas, Admin. Services Director Approved - Jul 17 2024 Laura Snideman, City Manager Approved - Jul 22 2024
Yudiana Galvan, City Clerk Approved - Jul 22 2024
Item #8.3.
RESOLUTION NO. 2024-XXX
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CALISTOGA, COUNTY
OF NAPA, STATE OF CALIFORNIA, CONDITIONALLY AWARDING A
CONSTRUCTION CONTRACT TO T&S INTERMODAL MAINTNENANCE, INC. IN AN AMOUNT NOT TO EXCEED $614,800 AND AUTHORIZING THE CITY
MANAGER TO EXECUTE THE CONTRACT WITH A BUDGET IN THE AMOUNT OF $626,000 FOR THE LOGVY PARK IMPROVEMENT PROJECT
WHEREAS, since the 2009 Master Plan, the Logvy Community Park has included future improvements such as bocce ball courts; and WHEREAS, In 2018 a community interest group, Adelante, approached the City Council with a request for more recreational opportunities at Logvy Community Park; and
WHEREAS, staff pursued several grant funding sources for this project and the City was awarded $177,952 though Proposition 68 Per Capita Program grant funds as well as $150,000 through Article 3 of the Transportation Development Act (TDA) funds; and
WHEREAS, the proposed project includes a concrete pathway that connects the rear perimeter of Logvy Community Park to the exiting pathway along the pool parking lot and Washington St, a small playground with a play structure, two bocce ball courts, tables and BBQs, as well as an ADA accessible hardscape surrounding the new bocce ball courts and seating area; and
WHEREAS, staff advertised this project for competitive bidding for 30 days with an engineer’s estimate of $495,000. On the bid opening date, April 2nd, 2024, staff received no bids. Per California Code, Public Contract Code - PCC § 22038 (c) the City is allowed to solicit and negotiate a contract when no bids are received. Staff solicited bids directly and received one bids from T&S Intermodal Maintenance, Inc.; and WHEREAS, the contract award is for T&S Intermodal Maintenance, Inc., to provide construction services to purchase and install the improvements. Staff has reviewed the bid from T&S Intermodal Maintenance, Inc. and recommends that the City Council award the contract to T&S Intermodal Maintenance, Inc.; and WHEREAS, staff recommends that a contract be awarded to T&S Intermodal Maintenance, Inc. for the base bid in an amount not to exceed $614,800; and ATTACHMENT 1
Item #8.3.
Resolution No. 2024-XXX
WHEREAS, staff recommends the City Council approve a total construction budget in the amount of $626,000 that includes the contract award in an amount not to exceed $614,800, plus a 2% contingency to cover approved contract change orders; and
WHEREAS, staff recommends the City Council authorize the City Manager to execute the contract and the Deputy City Manager to negotiate and approve contract change orders and execute contracts for construction management and inspection services up to the approved amount; and
WHEREAS, per the Addendum to the 2009 Mitigated Negative Declaration for Logvy Community Park Master Plan Revisions that was approved by Resolution 2015- 142, and CEQA guidelines section 15164, the Logvy Park Improvement Project in included the overall mitigated negative declaration that was adopted in 2009.
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF CALISTOGA DOES HEREBY find the following:
1. Approves a total construction budget in the amount of $626,000 that includes the contract award in an amount not to exceed $614,800, plus a 2% contingency to cover approved contract change orders.
2. Awards the construction contract to T&S Intermodal Maintenance, Inc. for the base bid in an amount not to exceed $614,800 for construction of the Logvy Park Improvement Project conditioned upon T&S Intermodal Maintenance, Inc. providing all documents in satisfaction of the bid award requirements.
3. Authorizes the City Manager to execute the Contract on behalf of the City of Calistoga and authorizes the Deputy City Manager to negotiate and approve contract change orders and execute contracts for construction management and inspection services up to the approved amount.
4. Directs staff to issue a notice of award to T&S Intermodal Maintenance, Inc. and otherwise administer the Project.
Item #8.3.
Resolution No. 2024-XXX
PASSED, APPROVED AND ADOPTED this 30th day of July, 2024. I,
YUDIANA GALVAN, CITY CLERK OF THE CITY OF CALISTOGA, HEREBY CERTIFY the foregoing resolution was introduced and passed at a regular meeting of the Calistoga City Council by the following roll call vote:
AYES:
NOES:
ABSTAIN:
ABSENT:
ATTEST: APPROVED:
______________________________ ____________________________ Yudiana Galvan, City Clerk Donald Williams, Mayor
Item #8.3.
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ƐĐƌŽǁŐƌĞĞŵĞŶƚ ĨŽƌ^ĞĐƵƌŝƚLJĞƉŽƐŝƚƐŝŶ>ŝĞƵŽĨZĞƚĞŶƚŝŽŶ ;WΑ ϮϮϯϬϬͿ͕ ^ƵďƐƚŝƚƵƚŝŽŶ ZĞƋƵĞƐƚ &Žƌŵ͕ ZĞůĞĂƐĞ ŽĨ ůĂŝŵƐ͕ 'ĞŶĞƌĂů ŽŶĚŝƚŝŽŶƐ͕ ^ƵƉƉůĞŵĞŶƚĂů ŽŶĚŝƚŝŽŶƐ͕^ƉĞĐŝĂůWƌŽǀŝƐŝŽŶƐ͕ƉƉƌĞŶƚŝĐĞƐŚŝƉWƌŽŐƌĂŵ͕ĚĚĞŶĚĂ͕dĞĐŚŶŝĐĂů^ƉĞĐŝĨŝĐĂƚŝŽŶƐ͕^ƚĂƚĞ ŽĨĂůŝĨŽƌŶŝĂĞƉĂƌƚŵĞŶƚŽĨdƌĂŶƐƉŽƌƚĂƚŝŽŶ^ƚĂŶĚĂƌĚWůĂŶƐĂŶĚ^ƉĞĐŝĨŝĐĂƚŝŽŶƐ͕ϮϬϭϱĞĚŝƚŝŽŶ͕ŵŽƐƚ ƌĞĐĞŶƚǀĞƌƐŝŽŶŽĨŝƚLJŽĨ^ĂŶƚĂZŽƐĂĞƐŝŐŶĂŶĚŽŶƐƚƌƵĐƚŝŽŶ^ƚĂŶĚĂƌĚƐĂŶĚWůĂŶƐ͕ŵŽƐƚƌĞĐĞŶƚ ǀĞƌƐŝŽŶŽĨŝƚLJŽĨ^ĂŶƚĂZŽƐĂŽŶƐƚƌƵĐƚŝŽŶ^ƉĞĐŝĨŝĐĂƚŝŽŶƐĨŽƌWƵďůŝĐ/ŵƉƌŽǀĞŵĞŶƚƐ͕ƚŚĞWƌŽũĞĐƚ WůĂŶƐ͕ ĚƵůLJ ŝƐƐƵĞĚ ĂĚĚĞŶĚĂ͕ ĚƵůLJ ŝƐƐƵĞĚ ŝŶƚĞƌƉƌĞƚĂƚŝŽŶƐ͕ ĂƉƉƌŽǀĞĚ ĐŚĂŶŐĞ ŽƌĚĞƌƐ͕ ƉƌĞůŝŵŝŶĂƌLJ ĐŽŶƐƚƌƵĐƚŝŽŶ ƐĐŚĞĚƵůĞ͕ ŽŶƚƌĂĐƚŽƌ͛Ɛ ŐƵĂƌĂŶƚĞĞ ĂŶĚ ďŽŶĚ͕ ĂŶĚ ƐƵƉƉůĞŵĞŶƚĂů ĂŐƌĞĞŵĞŶƚƐ͕ ĐĞƌƚŝĨŝĐĂƚŝŽŶƐ͕ĂŶĚĞŶĚŽƌƐĞŵĞŶƚƐĂƉƉůŝĐĂďůĞƚŽƚŚŝƐǁŽƌŬ͕ǁŝƚŚĂůůŵŽĚŝĨŝĐĂƚŝŽŶƐŝŶĐŽƌƉŽƌĂƚĞĚŝŶ ƐĂŝĚĚŽĐƵŵĞŶƚƐƉƌŝŽƌƚŽƌĞĐĞŝƉƚŽĨƚŚĞŽŶƚƌĂĐƚWƌŽƉŽƐĂůƐ͘ŶLJǁŽƌŬĐĂůůĞĚĨŽƌŝŶŽŶĞĐŽŶƚƌĂĐƚ ĚŽĐƵŵĞŶƚŶŽƚŵĞŶƚŝŽŶĞĚŝŶĂŶŽƚŚĞƌŝƐƚŽďĞƉĞƌĨŽƌŵĞĚĂŶĚĞdžĞĐƵƚĞĚƚŚĞƐĂŵĞĂƐŝĨŵĞŶƚŝŽŶĞĚ ŝŶĂůůŽŶƚƌĂĐƚŽĐƵŵĞŶƚƐ͘
dŚĞƌĞ ĂƌĞ ŶŽ ŽŶƚƌĂĐƚ ŽĐƵŵĞŶƚƐ ŽƚŚĞƌ ƚŚĂŶ ƚŚŽƐĞ ůŝƐƚĞĚ ĂďŽǀĞ͘ dŚĞ ŽŶƚƌĂĐƚ ŽĐƵŵĞŶƚƐ ŵĂLJ ŽŶůLJ ďĞ ĂŵĞŶĚĞĚ͕ ŵŽĚŝĨŝĞĚ Žƌ ƐƵƉƉůĞŵĞŶƚĞĚ ĂƐ ƉƌŽǀŝĚĞĚ ŝŶ ƚŚĞ 'ĞŶĞƌĂů ŽŶĚŝƚŝŽŶƐ͘
dŚŝƐ ŐƌĞĞŵĞŶƚ ;ŝŶĐůƵĚŝŶŐ Ăůů ĚŽĐƵŵĞŶƚƐ ƌĞĨĞƌƌĞĚ ƚŽ ĂďŽǀĞ ĂŶĚ ŝŶĐŽƌƉŽƌĂƚĞĚ ŚĞƌĞŝŶͿ ƌĞƉƌĞƐĞŶƚƐƚŚĞĞŶƚŝƌĞĂŶĚŝŶƚĞŐƌĂƚĞĚŐƌĞĞŵĞŶƚďĞƚǁĞĞŶŝƚLJĂŶĚŽŶƚƌĂĐƚŽƌĨŽƌƚŚĞWƌŽũĞĐƚĂŶĚ ƐƵƉĞƌƐĞĚĞƐĂůůƉƌŝŽƌŶĞŐŽƚŝĂƚŝŽŶƐ͕ƌĞƉƌĞƐĞŶƚĂƚŝŽŶƐ͕ŽƌĂŐƌĞĞŵĞŶƚƐ͕ĞŝƚŚĞƌǁƌŝƚƚĞŶŽƌŽƌĂů͘ T &S Intermodal
Maintenance, Inc. DBA T & S West
Stockton, CA
30th July
SIX HUNDRED FOURTEEN THOUSAND AND EIGHT HUNDRED 614,800 Item #8.3.
Item #8.3.
Item #8.3.
21 /^,
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ϮϬϮϰ>K'szWZ</DWZKs
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dEK͘ϮϰͲϱϱϱϴ
ITEM
NO.
SPEC
SECTION
DESCRIPTION
OF ITEM
EST.
QTY
UNIT OF
MEASUR
E
UNIT
PRICE TOTAL
1 01 50 05 Mobilization (not to exceed 5%
of total bid price)
1 LS
2 01 55 05 Traffic Control, Construction
Signage, Pedestrian Safety
1 LS
3 02 10 01 Tree Protection 1 LS
4 02 11 01 Clear and Grub 13,500 SF
5 02 31 06 Fine Grading 13,500 SF
6 02 10 01 Tree Removal 1 EA
7 02 90 02 Class II Aggregate Base 215 CY
8 02 70 00 Pedestrian Asphalt Concrete 4,850 SF
9 02 70 01 Concrete Pedestrian Pathway 8,250 SF
10 03 93 00 15 Gal Trees 8 EA
11 03 93 00 Mulch 108 CY
12 12 93 00 Bench 2 EA
13 12 93 00 Picnic Table 2 EA
14 12 93 00 Picnic Table (ADA) 1 EA
15 12 93 00 Barbeque 2 EA
16 12 93 00 Trash and Recycling
Receptacles 1 EA
17 12 93 00 Trex Header 400 LF
18 03 30 00 6” Bocce Curb 356 LF
19 03 30 00 12” Bocce Curb 48 LF
20 32 18 13 Bocce Court Surfacing 1 LS
21 12 93 00 Bocce Court Accesssories 1 LS
22 32 18 16 Safety Surfacing (Wood Fiber) 1430 SF
23 03 30 00 Concrete Access Ramp 1 EA
$32,500.00 $32,500.00
$2,500.00 $2,500.00
$3,000.00 $3,000.00
$ 1.50 $20,250.00
$1.50 $20,250.00
$3,500.00 $3,500.00
$39,775.00
$12.50 $60,625.00
$17.50 $144,375.00
$500.00 $4,000.00
$165.00 $17,820.00
$8,000.00 $16,000.00
$185.00
$3,000.00 $6,000.00
$3,500.00
$1,000.00 $2,000.00
$1,000.00 $1,000.00
$19.50
$55.00 $19,580.00
$130.00 $6,240.00
$60,700.00 $60,700.00
$3,500.00
$3.50
$3,500.00
$5,005.00
$4,625.00 $4,625.00
$3,500.00
$7,800.00
Item #8.3.
22 ITEM
NO.
SPEC
SECTION
DESCRIPTION
OF ITEM
EST.
QTY
UNIT OF
MEASUR
E
UNIT
PRICE TOTAL
24 03 30 00 Concrete Play Curb 140 LF
25 12 93 00 Play Structure 1 EA
26 26 05 33 Pullbox 2 EA
27 26 05 33 1" PVC Conduit SCH 40 1000 LF
28 26 05 19 Wire, copper, stranded, 600
volt, #6, type THWN-THHN
11 CLF
29 26 28 16
26 05 19 20A, 2Pole, Circuit breaker
Terminal lugs, solderless, #8
to #4
1 2
EA
30 26 56 19 CS-PRE-40W-2-PREDATOR
SOLAR STREET LIGHT
2 EA
31 26 56 33 ROUND BOLLARD SINGLE
FUNCTION, VRB1-15L-3KDB
25 EA
32 26 05 43 TRENCHING,
BACKFILLING
COMPACTION 2ft Depth
1000 LF
33 33 05 97 Detectable warning tape 10 CLF
Total Base Bid:
Written Amount
Company Name
Signature of Bidder Title Date
$55.00 $7,700.00
$50,000.00 $50,000.00
$800.00 $1,600.00
$1.80 $1,800.00
$6,105.00
$50.00 $50.00
$1,300.00 $32,500.00
$9.00 $9,000.00
$50.00 $500.00
SIX HUNDRED FOURTEEN THOUSAND AND EIGHT HUNDRED
T & S Intermodal Maintenance, Inc. dba T & S West
C.O.O. 05/21/2023
$555.00
$10,500.00 $21,000.00
TOTAL $614,800.00
Dollars
Generic
SUB ALT.
Item #8.3.
23 WZKWK^
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ƐĞƋƵĞŶƚŝĂůůLJŶƵŵďĞƌĞĚ͕ŚĞĂĚĞĚ͞WƌŽƉŽƐĞĚ^ƵďĐŽŶƚƌĂĐƚŽƌƐ͟ĂŶĚƐŚĂůůďĞƐŝŐŶĞĚ͘ EĂŵĞ ĚĚƌĞƐƐ ŽŶƚƌ>ŝĐ
η
/ZZĞŐη ĞƐĐƌŝƉƚŝŽŶΘŽƐƚŽĨtŽƌŬ йŽĨ
tŽƌŬ
dŚĞWƌŝŵĞŽŶƚƌĂĐƚŽƌŵƵƐƚƉĞƌĨŽƌŵĂƚůĞĂƐƚϱϬйŽĨƚŚĞǁŽƌŬǁŝƚŚŝƚƐŽǁŶĨŽƌĐĞƐ͘ ĨƚĞƌƚŚĞĂǁĂƌĚŽĨĐŽŶƚƌĂĐƚ͕ƐƵďƐƚŝƚƵƚŝŽŶƐŽĨƚŚĞĂďŽǀĞͲůŝƐƚĞĚƉƌŽƉŽƐĞĚƐƵďĐŽŶƚƌĂĐƚŽƌƐŵĂLJŽŶůLJ ďĞŵĂĚĞǁŝƚŚƚŚĞƉƌŝŽƌĂƉƉƌŽǀĂůŽĨƚŚĞŝƚLJŽĨĂůŝƐƚŽŐĂŝŶĂĐĐŽƌĚĂŶĐĞǁŝƚŚWƵďůŝĐŽŶƚƌĂĐƚŽĚĞ ^ĞĐƚŝŽŶϰϭϬϳ͘
^ŝŐŶĂƚƵƌĞŽĨŝĚĚĞƌ
ĂƚĞ
4110 Meadow Oaks Dr,
Valley Springs, CA 95252 1009473 1000035884 Operator and Labor Support 04/18/2024
Dirt Dynasty 23%
Item #8.3.
24 WZKWK^
D:KZDd
Z/>^hWW>/
Z^
(To be submitted with Bid)
dŚĞďŝĚĚĞƌŝƐƌĞƋƵŝƌĞĚƚŽĨƵƌŶŝƐŚƚŚĞĨŽůůŽǁŝŶŐŝŶĨŽƌŵĂƚŝŽŶŽŶŵĂũŽƌŵĂƚĞƌŝĂůƐĂŶĚ ŵĂŶƵĨĂĐƚƵƌĞƌƐǁŚŽǁŝůůďĞƐƵƉƉůLJŝŶŐŵĂƚĞƌŝĂůƐŝŶǀĂůƵĞŽĨΨϭϬ͕ϬϬϬŽƌŵŽƌĞ͘EŽƐƵďƐƚŝƚƵƚŝŽŶƐǁŝůů ďĞĂůůŽǁĞĚŝŶŵĂƚĞƌŝĂůƐŽƌŵĂŶƵĨĂĐƚƵƌĞƌƐǁŝƚŚŽƵƚƚŚĞƉƌŝŽƌǁƌŝƚƚĞŶĂƉƉƌŽǀĂůŽĨƚŚĞ ŶŐŝŶĞĞƌ͘
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3. 4.
5. 6.
7. 8.
^ŝŐŶĂƚƵƌĞŽĨŝĚĚĞƌ
ĂƚĞ
Vulcan Materials
04/18/2024
Item #8.3.