Form C
EXCEPTIONS TO PROPOSAL, TERMS, CONDITIONS,
AND SOLUTIONS REQUEST Sourcewell Fa
Company Name: JCB, Inc
Any exceptions to the terms, conditions, specifications, or proposal forms contained in this RFP must be noted in writing accepted by Sure he or ner response inal pract. are estate in ire a omar a be listed exceptions and may clarify the exceptions in the appropriate section below.
Term, Condition, or Sourcewell
Specification Exception ACCEPTS
Section/page
N/A N/A N/A
dat state Date: 3-28-19
Proposer's Signature:
Sourcewell's clarification on exceptions listed above:
LEGAL
HCP
Initials
May 23, 2019
Date
Contract Award
RFP #040319
FORM D Sourcewell.
Formal Offering of Proposal
(To be completed only by the Proposer)
MEDIUM DUTY AND COMPACT CONSTRUCTION EQUIPMENT WITH RELATED ATTACHMENTS,
ACCESSORIES, AND SUPPLIES
In compliance with the Request for Proposal (RFP) for MEDIUM DUTY AND COMPACT CONSTRUCTION EQUIPMENT WITH RELATED ATTACHMENTS, ACCESSORIES, AND SUPPLIES, the undersigned warrants that the Proposer has examined this RFP and, being familiar with all of the instructions, terms and conditions, general and technical specifications, sales and service expectations, and any special terms, agrees to furnish the defined products and related services in full compliance with all terms and conditions of this RFP, any applicable amendments of this RFP, and all Proposer's response documentation. The Proposer further understands that it accepts the full responsibility as the sole source of solutions proposed in this RFP response and that the Proposer accepts responsibility for any subcontractors used to fulfill this proposal.
Company Name: JCB, Inc Date: March 25, 2019
Company Address: 2000 Bamford Blvd
City: Pooler, GA State: GA Zip: 31322
CAGE Code/DUNS: Cage - OJKFO DUNS - 052 350 741
Contact Person: Scott Whitehurst Title: Governmental Sales Manager Authorized Signature: Scott Whitehurst
(Name printed or typed)
DocuSign Envelope ID: 330262A0-4BDA-40FF-9E5F-9D8A17E8A170 FORM E
CONTRACT ACCEPTANCE AND AWARD
Sourcewell
(Top portion of this form will be completed by Sourcewell if the vendor is awarded a contract. The vendor should complete the vendor authorized signatures as part of the RFP response.) Sourcewell Contract #: 040319-JCB
Proposer's full legal name: JCB Inc.
Based on Sourcewell's evaluation of your proposal, you have been awarded a contract. As an awarded vendor, you agree to provide the products and services contained in your proposal and to meet all the terms and conditions set forth in this RFP, in any amendments to this RFP, and in any exceptions that are accepted by Sourcewell.
The effective date of the Contract will be May 31,2019 and will expire on May 31, 2023 (no later than the later of four years from the expiration date of the currently awarded contract or four years from the date that the Sourcewell Chief Procurement Officer awards the Contract). This Contract may be extended for a fifth year at Sourcewell's discretion.
Soycewell, Authorized Signatures:
Jeremy Selwarts
Jeremy Schwartz
SOURCEWELL DIRECTOR OF OPERATIONS AND (NAME PRINTED OR TYPED)
PROCUREMENT/CO SIGNATURE
Chad Coonette
Chad Coauette
SOURCEWEL EXECUTIVE DIRECTOR/CEO SIGNATURE (NAME PRINTED OR TYPED! Awarded on May 28, 2019 Sourcewell Contract # 040319-JCB Vendor Authorized Signatures:
The Vendor hereby accepts this Contract award, including all accepted exceptions and amendments.
Vendor Name JCB, tuc
Authorized Signatory's Title Government Sales Manager
Scott Whitehurst
(NAME PRINTED OR TYPED)
Executed on May 28.2019 Sourcewell Contract # 040319-JCB Sourcewell
Form F
PROPOSER ASSURANCE OF COMPLIANCE
Proposal Affidavit Signature Page
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.
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 Sourcewel members agencies. The undersigned affirms that he or she is authorized to act on behalf of, and to legally binc 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 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 in writing and have been included with the Proposer's RFP response.
4. 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.
5. 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.
6. The Proposer will comply with all applicable provisions of federal, state, and local laws, regulations, rules, and orders.
7. 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.
8. 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.
(The rest of this page has been left intentionally blank. Signature page below] By signing below, Proposer is acknowledging that he or she has read, understands, and agrees to comply with the terms and conditions specified above.
Company Name: JCB Inc.
City/State/Zip: Pooler, GA
Telephone Number: 912-447-2000
E-mail Address: [email protected]
Natches
Authorized Signature:
Authorized Name (printed): Scott Whitehurst
Title: Government Sales Manager
Date: 3-28-19
Notarized
28 day of March ,20 19
Subscribed and sworn to before me this
Notary Public in and for the County of Efingham State of GA
NOTARY-
My commission expires: _ 10'26 2021
EXPIRES
GEORGIA
michelable October 28, 2021
Signature:
......
Sourcewell
Form P
PROPOSER QUESTIONNAIRE
Payment Terms, Warranty, Products and Services, Pricing and Delivery, and Industry-Specific Questions Proposer Name: JCB Inc.
Questionnaire completed by: Scott Whitehurst
Payment Terms and Financing Options
1) What are your payment terms (e.g., net 10, net 30)?
Net 30 Days
2) Do you provide leasing or financing options, especially those options that schools and governmental entities may need to use in order to make certain acquisitions?
Tax-exempt Municipal lease programs are available
3) Briefly describe your proposed order process. Please include enough detail to support your ability to report quarterly sales to Sourcewell. 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 will utilize our extensive dealer network to promote the Sourcewell contract. Our dealers will accept orders from Sourcewell members if necessary. We want our JCB dealer salesmen building relationships with the Sourcewell members. This will allow us to better understand and meet their needs. As such, the dealer will work with the customer to determine the appropriate build configuration and accept the purchase order. The dealer will deliver the machine to the customer and we will work with the dealer throughout the process to ensure smooth transactions. A full list of JCB dealers will be a part of the bid submission. There is also a 'dealer locator' feature on our website at www.jcbna.com
4) Do you accept the P-card procurement and payment process? If so, is there any additional cost to Sourcewell Members for using this process?
No
Warranty
5) Describe in detail your manufacturer warranty program, including conditions and requirements to qualify, claims procedure, and overall structure. You may include in your response a copy of your warranties, but at a minimum please also answer the following questions.
• Do your warranties cover all products, parts, and labor? YES
• Do your warranties impose usage restrictions or other limitations that adversely affect coverage? Standard Full Warranty allows unlimited hours in its first year, and up to 2000(total)hrs in 2nd year. • Do your warranties cover the expense of technicians' travel time and mileage to perform warranty repairs? Yes - up to 50 miles
• Are there any geographic regions of the United States 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?
None
• 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? They will be passed on to the original equipment manufacturer • What are your proposed exchange and return programs and policies? JCB does not have an exchange and return program
6) Describe any service contract options for the items included in your proposal.
We provide our customers with a peace of mind with our standard 2-year warranty. Additionally, our dealer network can offer service and maintenance contracts to our customers on an as-needed basis.
Pricing, Delivery, Audits, and Administrative Fee
7) Provide a general narrative description of the equipment/products and related services you are offering in your proposal.
JCB offers a full range of Medium duty of Construction equipment with attachments that includes our Worldwide market share leaders the JCB Backhoe and our Rough Terrain Fork lifts and Tele-handler.
The JCB Skid steer and Compact Track Loader is the safest product of its kind on the market because of the JCB Powerboom and side-door entry. JCB not only has the safest skid steer and compact track loader on the market, we have the most versatile. The JCB Teleskid is the industry's first telescoping boom skid steer or compact track loader.
The JCB Wheel Loader range is designed the meet the buyer's priorities. Namely safety, efficiency, ease-of-use and maintenance, productivity, performance, reliability and comfort.
The JCB Excavator range is designed to meet the customer needs with a range from 1-ton operating weight to nearly 40 tons. The JCB Hydradig is a one of a kind Wheeled Excavator that centers on visibility, stability, maneuverability, mobility, and serviceability.
JCB newest additions to our product line up are the JCB scissor lift line as well as compact site dump trucks. Our scissor lift line ranges from 15' to 45' in platform height. Our Site dumpers have 4 and 5 cubic yard bucket capacity.
All products noted can be sold thru all authorized JCB dealer locations and via JCB direct. All servicing will be done by the Sourcewell customers authorized JCB dealer.
8) Describe your pricing model (e.g., line-item discounts or product-category 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. (Keep in mind that reasonable price and product adjustments can be made during the term of an awarded Contract. See the body of the RFP and the Price and Product Change Request Form for more detail.) JCB will list all models that it wants to be included in the contract with a discount off of List price noted for each.
This price will serve as the contract price for Sourcewell members plus applicable freight.
The pricing will be aggressive and better prices in comparison to non-Sourcewell members.
JCB does not have SKU numbers for our equipment.
9) Please quantify the discount range presented in this response. For example, indicate that the pricing in your response represents is a 50% percent discount from the MSRP or your published list.
Discounts range from 10% - 30% depending upon the product model. Please see attached spreadsheet for discounts by model.
10) The pricing offered in this proposal is
a. the same as the Proposer typically offers to an individual municipality, university, or school _X_b. the same as the Proposer typically offers to GPOs, cooperative procurement organizations, or state purchasing departments.
c. better than the Proposer typically offers to GPOs, cooperative procurement organizations, or state purchasing departments.
d. other than what the Proposer typically offers (please describe. 11) Describe any quantity or volume discounts or rebate programs that you offer.
JCB can offer volume discounts. For orders of 4 - 9 units, we can discount a further 2% points from the standard discount structure. Volume orders of 10 units or more can be evaluated on a case by case basis for additional discounts. 12) 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.
Though it is a rare situation, but when the request for a non-JCB item comes up, we are able to offer 10% off Manufacturer list price.
13) Identify any total cost of acquisition costs that are NOT included in the pricing submitted with your response. This cost includes all additional charges that are not directly identified as freight or shipping charges. For example, list costs for items like installation, set up, mandatory training, or initial/pre-delivery inspection. Identify any parties that impose such costs and their relationship to the Proposer.
The only additional charges included in the pricing submitted is Freight. 14) If travel expense, delivery or shipping is an additional cost to the Sourcewell Member, describe in detail the complete travel expense, shipping and delivery program.
Freight/delivery charges are an additional cost to the Sourcewell member. Delivery will be arranged by JCB and the local JCB dealer facilitating the transaction. Freight/delivery charges will be based on FOB Pooler, GA unless possible to arrange shipping from a closer port/location. These charges will be itemized as a line item on the invoice 15) Specifically describe those travel expense, shipping and delivery programs for Alaska, Hawaii, Canada, or any offshore delivery.
Shipping to these territories would fall under same program has answered in the previous question. 16) Describe any unique distribution and/or delivery methods or options offered in your proposal.
Since JCB manufactures our SSL/CTL and Compact Telehandler products in North America, we have the advantage of getting the product out the door faster and into the customer's hands. We have 6 ports in North America that we take equipment shipments into for customer convenience. 17) Please 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.
For contract sales reports - After each month concludes cach Regional sales rep is tasked to report these sales to ensure contract sales are noted. As a second method to ensure contract sales are being reported, JCB issues a Sourcewell contract specific pin to dealers making Contract sales. When these sales are reported into the JCB system portal, the dealer will note the contract Pin# which is an identifier of a contract sale.
To ensure proper pricing, pricing compliance is randomly audited once a month. 18) 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 RFP Section 6.29 and following for details.)
2%
Industry-Specific Questions
19) Describe any industry-specific quality management system certifications obtained by your organization.
JCB is ISO 9001 certified. JCB also has several employees that are Lean Six Sigma Green belt certified. 20) Describe any environmental management system certifications obtained by your organization.
JCB meets all city, state, federal environmental guidelines. JCB is currently in progress to be ISO 14401 certified and is on schedule to achieve this by YE 2019
21) Describe any preventive maintenance programs that your organization offers for the solutions you are proposing in your response.
Yes, preventative maintenance contracts can be purchased through any of our dealers throughout North America.
Signature:_ Date: 3-28-19