City of Fresno
Product Requirements Contract for Fresno Area Express Fare Media (12400064), bidding on 08/29/2023 3:00 PM (PDT)
Printed 08/29/2023
PlanetBids
City of Fresno
Product Requirements Contract for Fresno Area Express Fare Media (12400064), bidding on 08/29/2023 3:00 PM (PDT)
Printed 08/29/2023
PlanetBids
City of Fresno
Product Requirements Contract for Fresno Area Express Fare Media (12400064), bidding on 08/29/2023 3:00 PM (PDT)
Printed 08/29/2023
PlanetBids
Tax- $13044.37
Total- $169,264.37
BIDDER'S NAME: EDM Technology Inc.
(Submit with Bid Proposal)
BIDDER'S CHECKLIST
PRODUCT REQUIREMENTS CONTRACT FOR
FRESNO AREA EXPRESS FARE MEDIA
Bid File No. 12400064
SUBMIT THIS BIDDER'S CHECKLIST WITH YOUR BID DOCUMENTS. Bidders shall complete and submit all documents marked with an "X" in the "REQUIRED" column. Documents required on the checklist but not included may render your bid nonresponsive and ineligible for award. Bids received by the City by the scheduled bid opening time will be opened and publicly read but are subject to verification that all the required documents have been submitted. Copies of Bid Deposits may be submitted electronically, with the exception of a certified or cashier's check, which must be brought to the Purchasing Manager's office and labeled accordingly with bid number prior to the bid opening.
REQUIRED
� 1. BID PROPOSAL, pages 8 through 10.
� 2. BID DEPOSIT attached to front of Proposal or submitted electronically in the form of:
[ ] Certified Check [ ] Bidder's Bond
[ X ] Cashier's Check [ ] Irrevocable Letter of Credit
[ ] Certificate of Deposit [ ] Annual Bidder's Bond
Note: Company Checks are NOT acceptable
� 3. CERTIFICATION FOR LOCAL PREFERENCE, if applicable, page 12. [X] 4. ACH PAYMENT INITIATIVE- ELECTRONIC PAYMENT, page 13. � 5. SIGNATURE PAGES 14 and 15.
� 6. ADDENDA - Signature page of all Addenda issued, if applicable.
Addenda No. 1 to 1 (Enter numbers).
� 7. LITERATURE/STANDARD WARRANTY. As required on page 29, paragraph (d), any applicable manufacturer's Published Price List or website, and two copies, if attached to paper copy, of the manufacturer's descriptive literature and specifications or website, including a copy of the manufacturer's standard warranty.
SUBMITTED BY:
Name of Company EDM Technology, Inc. Contact Name Brenda Spence ---------- Address 210 Old Thomasville Rd City High Point State NC Zip 27260 Phone No. 336-882-8115 ext.261 Fax No. 336-882-0106 -------------- E-Mail Address: [email protected]
RC PRODUCTS - FED
Rev. 03-2021
7 BIDDER'S NAME: EDM Technology, Inc.
BID PROPOSAL
PRODUCT REQUIREMENTS CONTRACT FOR
FRESNO AREA EXPRESS FARE MEDIA
Bid File No. 12400064
TERM OF CONTRACT The Contract shall be in effect for two (2) years from the date of the Notice to Proceed. The Contract may be extended in accordance with the provisions set forth in the Special Conditions of these Specifications.
TO: THE PURCHASING MANAGER OF THE CITY OF FRESNO
The undersigned Bidder hereby proposes to furnish to the City of Fresno, in accordance with the Specifications annexed hereto and made a part hereof, the following item(s) delivered F.O.B.
Destination, Freight Prepaid & Allowed, to the jobsite{s) as specified in the Special Conditions of these Specifications, and at the prices set forth in the following bid item(s):
BID
ITEM
1. 2.
3. 4.
5. 6.
7. 8.
9. QTY DESCRIPTION UNIT PRICE
500,000 Pre-Encoded 1 Ride Ticket $. 0.0520
2.125W x 3.375L
SEE EXAMPLE P. 30
100,000 Pre-Encoded Reduced 1 Ride Ticket $ 0.1310
2.125W x 3.375L
SEE EXAMPLE P. 31
20,000 Pre-Encoded Student 1 Ride Ticket $ 0.3600
2.125W x 3.375L
SEE EXAMPLE P. 32
20,000 Pre-Encoded 10 Ride Ticket $ 0.4724
2.125W x 3.375L
SEE EXAMPLE P. 33
20,000 Pre-Encoded Reduced 10 Ride Ticket $ 0.4724
2.125W x 3.375L
SEE EXAMPLE P. 34
50,000 Pre-Encoded 31 Day Pass $ 0.2500
2.125W x 3.375L
SEE EXAMPLE P. 35
20,000 Pre-Encoded Reduced 31 Day Pass $ 0.4724
2.125W x 3.375L
SEE EXAMPLE P. 36
20,000 Pre-Encoded Student 31 Day Pass $ 0.4724
2.125W x 3.375L
SEE EXAMPLE P. 37
20,000 Pre-Encoded FUSD Student 31 Day Pass$ 0.4724
2.125W x 3.375L
SEE EXAMPLE P. 38
8 RC PRODUCTS - FED
Rev. 03-2021
TOTAL PRICE
$26,000.00
$13,100.00
$ 7,200.00
$ 9,448.00
$ 9,448.00
$12,500.00
$ 9,448.00
$ 9,448.00
$ 9,448.00
(Continued)
BIDDER'S NAME: EDM Technology, Inc.
10. 11.
12. 70,000 Unencoded Smooth Varnish TVM Card $ 0.1120
2.125W x 3.375L
SEE EXAMPLE P. 39
70,000 Unencoded Rough Varnish TVM Card $ 0.1120
2.125W x 3.375L
SEE EXAMPLE P. 40
1,500,000 Unencoded FAX Transfer Ticket
2.125W x 3.375L
SEE EXAMPLE P. 41
$ 0.0230
$7,840.00
$7,840.00
$34,500.00
SUBTOTAL: $156,220.00
EDM Technology, Inc. currently is not
set up to collect and pay CA sales tax. Sales Tax 8.35%: $ 13044.37 Completion of Bid Proposal Form to be Eligible for Award. Bidders must bid all bid items within a section (including any Alternates). The Bidder is non responsive and ineligible for award in the event Bidder fails to initial this paragraph on the line provided and completely fill in the Bid Proposal Form including, without limitation, all dollar amounts and information called for on this Bid Proposal Form.
By its initials to the right hereof, Bidder represents he/she has read and understands the consequences of not completely filling in this Bid Proposal Form.
Total Net Bid Amount: $156,220.00
The Total Net Bid Amount is: $169,264.37
One Hundred Fifty Six Thousand, Two Hundred and Twenty Dollars and NO Cents.
Initial
The quantities listed on the Bid Proposal page(s) are annual estimates, shown for bidding purposes only. The actual requirement of the City may be more or less than the quantities specified. The City will pay for only those items which it actually orders during the term of the Contract.
RC PRODUCTS - FED
Rev. 03-2021
9 added tax
changed total to add tax
BIDDER'S NAME: EDM Technology, Inc
(Submit with Bid Proposal)
CONTRACT QUANTITIES. The City reserves the right to increase or decrease quantities in accordance with available funds as appropriated by the City Council. If the City Council has not appropriated funds or sufficient funds are not available to complete the purchase, the City reserves the right to decrease quantities to stay within the budget limitations.
QUANTITIES FOR BIDDING PURPOSES. The quantities listed on the Bid Proposal page are shown for bidding purposes only. The actual requirement of the City may be more or less than the specified estimated quantities. The City will acquire its needs from the successful Bidder during the term of the Contract and will pay for only those quantities it actually orders and receives.
ADDENDA. The City makes a concentrated effort to ensure any addenda issued relating to these specifications are distributed to all interested parties. It shall be the Bidder's responsibility to inquire as to whether any addenda to the Specifications have been issued. Upon issuance by the City, all Addenda are part of the Bid Proposal. Signing the Bid Proposal on the signature page thereof shall also constitute signature on all Addenda.
PRECEDENCE OF BID PRICES. In the event of discrepancies between the bid total, summaries of totals and unit price extensions, the unit price correctly extended will control over the summaries of totals, and the summaries of totals correctly added will control over the total, whether the summaries of totals are extended unit prices or lump sums.
RIGHT TO REJECT ANY AND ALL BIDS. The City reserves the right to reject any and all bids.
TIME PERIOD TO AWARD/REJECT BIDS. The undersigned Bidder agrees that the City may have NINETY (90) DAYS from the date bids are opened to accept or reject this Bid Proposal. It is further understood that if the Bidder to whom any award is made fails to enter into a Contract as provided in the Specifications, award may be made to the next lowest responsive and responsible Bidder, who shall be bound to perform as if he/she had received the award in the first instance. No Bid Proposal may be withdrawn prior to award within that time.
AWARD OF CONTRACT. When bids are submitted to the Council, the award will be made to the lowest responsive and responsible bidder, subject to the right to reject any and all bids, pursuant to Fresno Municipal Code section 4-102.
MINOR IRREGULARITIES. The City of Fresno reserves the right to waive any informality or minor irregularity that does not have a monetary consideration when it is in the best interest of the public and of the City to do so. A discrepancy that offers a Bidder an unfair advantage will cause the bid to be nonresponsive.
TIEBREAKER. In the event a tiebreaker is needed to establish the lowest responsive and responsible Bidder, the City shall, unless otherwise agreed upon by all participating parties, utilize a coin toss as a tiebreaker to be administered by a third party chosen by mutual consent of the participants. Such coin toss shall take place within 7 working days from the date of bid opening. If the City determines that a tiebreaker is necessary, each applicable Bidder agrees to participate or to indemnify the City in any litigation resulting from the utilization of the tiebreaker. If a Bidder refuses to timely participate, the City shall conduct the coin toss in a manner determined by the City to be fair to all and the results of such coin toss shall be final.
RC PRODUCTS - FED
Rev. 03-2021
10 BIDDER'S NAME: EDM Technology, Inc.
(Submit with Bid Proposal)
BID DEPOSIT
Accompanying this bid proposal is a Bid Deposit in the amount of Five Hundred Dollars ($500.00) in the following form:
] Certified Check
US ] Cashier's Check
] Certificate of Deposit
L] Bidder's Bond
LJ Irrevocable Letter of Credit
LJ Annual Bidder's Bond
Copies of Bid Deposits may be submitted electronically, with the exception of a certified or cashier's check, which must be brought to the Purchasing Manager's office and labeled accordingly with bid number prior to the bid opening.
Note: Company Checks are NOT acceptable
Bid Deposit is deposited by the undersigned Bidder with the City of Fresno as a guarantee that the Bidder, if awarded all or part of the Contract, will, within 15 calendar days (except in the event federal funding is applicable to this Contract, then 10 working days) from the date the Notice of Award is mailed to the Bidder, execute and return a Contract furnished by the City. If the Deposit is in the form of an Annual Bidder's Bond, the bond must be heretofore registered with the Purchasing Manager and must be in the amount of Five Hundred Dollars ($500.00).
Such Deposit is made with the understanding that failure to execute such Contract will result in damage to the City, that the amount of such damage would be difficult to determine and that in the event of such default said Deposit shall become the property of the City; or, if a Bidder's Bond is deposited, the amount of the obligation thereof, but not more than the above stated amount, shall thereupon be due and payable to the City of Fresno as liquidated damages for such default, payment of said amount to be the joint and several obligation of the Bidder and the corporate surety.
BUSINESS LOCATION
( X ) The undersigned Bidder does not maintain a place of business in the City of Fresno. ( ) The undersigned Bidder maintains a place of business in the City of Fresno at:
_________ Fresno, CA __ _
BUSINESS LICENSE
( ) The undersigned bidder has a current City of Fresno Business License Number:
RC PRODUCTS - FED
Rev. 03-2021
11 BIDDER'S NAME: EDM Technology, Inc.
(Submit with Bid Proposal, if applicable)
CERTIFICATION FOR LOCAL PREFERENCE
PRODUCT REQUIREMENTS CONTRACT FOR:
FRESNO AREA EXPRESS FARE MEDIA
Bid File No. 12400064
NIA - EDM Technology, Inc. is located in High Point, North Carolina.
D We certify that we qualify as a local business pursuant to Fresno Municipal Code section 4-108(a).
Location of Business:
Please provide street address
(PO Box is not acceptable)
Address:
Phone:
Primary Office [ ]
Branch Office [ ]
(Please mark as applicable)
**************************************************************************************************** D We certify that we qualify as a local business pursuant to Fresno Municipal Code section 4-108(b).
Location of Business:
Please provide street address
(PO Box is not acceptable)
Address: ____________________ _
Phone:
Primary Office [ ]
Branch Office [ ]
(Please mark as applicable)
Provide total number of employees (includes employees of fixed primary and any branch offices of Bidder): ___________ _
The average annual gross receipts over the previous three calendar years to the city inviting bids herein (includes gross receipts of fixed primary and any branch offices of Bidder) $ _________ _
Small Business Certification issued by the State of California Certification Number: ________ Date of expiration: _______ _ _ The undersigned Bidder hereby declares under penalty of perjury under the laws of the State of California that the information contained on this CERTIFICATION FOR LOCAL PREFERENCE is correct and complete.
The above Certification is part of the Bid Proposal. Signing this Bid Proposal on the signature page thereof shall also constitute signature of this Certification.
Bidders are cautioned that making a false certification may subject the certifier to criminal prosecution.
RC PRODUCTS - FED
Rev. 03-2021
12 CITY OF FRESNO
FINANCE DEPARTMENT
(Submit with �I)
./
lnitia�
ACCOUNTS PAYABLE SECTION
AUTHORIZATION AGREEMENT FOR DIRECT PAYMENTS
(ACH PAYMENT)
Company
Name EDM Technology, Inc.
Contact Name Angela Trull
Contact Email melindam @electronicdata.com
Address ____ &_a_n_g _ e _la _ t_@_e_le_c_tr_o_n_ic_da_t _a_.c _o_ m __ (Required)
Telephone Number 336-882-811 5 ext.23 9
The City of Fresno, Finance Department, (FINANCE DEPARTMENT), is authorized to initiate credit entries to the company above, (COMPANY), in the account below at the depository financial institution named below, (DEPOSITORY), and to credit the same to such account. Company acknowledges that the origination of ACH transactions to its account must comply with the provisions of U.S. law.
Depository
Name __ K_e_yB_a_n_k_N_a_t_io_n_a_l _A_ss_ o_c_ia_t _io_n __ _ City Cleveland
Routing
Number 21 1672 531
Branch 127 Public Square
State OH
Account
Zip Code _4_4 _ 1 1_4 _____ _
Number 45968101 4591
(t ACH Authorization Agreement Form already on file with City.
This authorization is to remain in full force and effect until FINANCE DEPARTMENT has received written notification of its termination. The FINANCE DEPARTMENT and DEPOSITORY have a reasonable time to process the termination.
Name(s) R. Brian Hallman
(US'":""') Signature 'f---.__;l�
Title Secretary & General Manager
RC PRODUCTS - FED
Rev. 03-2021
Date _8_11_5_12_0_2 _3 ___________ _
13 (Submit with Bid Proposal)
SIGNATURE PAGE
By my signature on this Bid Proposal I certify, under penalty of perjury, that the foregoing statements, pages 1 through 13 and those contained herein are true and correct.
BID SUBMITTED BY:
(Please follow the instructions for each line, as explained below.) (1) EDM Technology, Inc.
Bidding Firm
( 336 } 882-8115 ( 336 } 882-0106
Phone Fax
(2) �] Corp: State of Incorporation: _D_el_a_w_a_re ______________ _ LJ Individual
(3)
(4)
[_] Partnership
[_] Other: _______________________ _
210 Old Thomasville Rd
Business Address
High Point
City
By: -----
NC 27260
State Zip Code
Signature of Authorized Person
R. Brian Hallman Secretary & General Manager
Type or Print Name of Authorized Person and Title
Federal Tax I.D. No.: 87-2689713 Date: 8/15/2023 ---------
INSTRUCTIONS FOR SIGNATURE PAGE
LINE 1: The name of the Bidder must be the same as that under which a license is issued, if a license is required. If the Bidder is a corporation, enter the exact name of the corporation under which it is incorporated; if Bidder is an individual, enter name; if Bidder is an individual operating under a trade name, enter name and dba (trade name in full); if a partnership, enter the correct trade style of the partnership; if a joint venture, enter exact names of entities joining in the venture.
LINE 2: Identify here the character of the name shown under (1 ), i.e., corporation (including state of incorporation), individual, partnership, or joint venture.
LINE 3: Enter the address to which all communications and notices regarding the Bid Proposal and any Contract awarded thereunder are to be addressed.
LINE 4: (a) If the Bidder is a corporation, the Bid Proposal must be signed by an officer or employee authorized to sign Contracts on behalf of the corporation evidenced by inclusion of one of the following certified by the secretary of the corporation, authorizing the officer or employee to sign contracts (sample certification attached): a copy of the Articles of Incorporation, a copy of the Bylaws, a copy of the Board Resolution or Minutes authorizing the officer or employee to sign Contracts.
RC PRODUCTS - FED
Rev. 03-2021
14 (Submit with Bid Proposal)
(b) If Bidder is an individual, he/she must sign the Bid Proposal, or if the Bid Proposal is signed by an employee or agent on behalf of the Bidder, a copy of a power of attorney must be on file with the City of Fresno prior to the time set for the opening of the bids or must be submitted with the Bid Proposal.
(c) If the Bidder is a partnership, the Bid Proposal must be signed by all general partners; or by a general partner(s) authorized to sign Contracts on behalf of the partnership evidenced by inclusion of either a copy of the Partnership Agreement or a recorded Statement of Partnership.
(d) If the Bidder is a joint venture, the Bid Proposal must be signed by all joint venturers; or by a joint venturer(s) authorized to sign Contracts on behalf of the joint venture evidenced by inclusion of either a copy of the Joint Venture Agreement or a recorded Statement of Joint Venture; and if the joint venturer(s) is a corporation or a partnership signing on behalf of the Joint Venture, then Paragraphs (a) and c) above apply respectively.
Where Bidder is a partnership or a corporation, the names of all other general partners, or the names of the president and secretary of the corporation, and their business addresses must be typewritten below:
NAME
Clem Garvey - President
R. Brian Hallman - Secretary & General Manager
ADDRESS
1000 River Street #169, Essex Junction, VT 05452
210 Old Thomasville Road, High Point, NC 27260
NOTE: All addresses must be complete with street number, City, State and Zip Code.
RC PRODUCTS - FED
Rev. 03-2021
15 SAMPLE CERTIFICATION
1, __ R_._B_r _ia_n_H_ a_l _lm_a'"'"n ______________ __. certify that I am the secretary Name
of the corporation named herein; that __ R_._B_r_ia_n_H _al_lm_a _n ________ who signed this Name
Bid Proposal on behalf of the corporation, was then _____ s_ e_ c_r _e _ta_ry _________ of Title
said corporation; that said Bid Proposal is within the scope of its corporate powers and was duly signed for and on behalf of said corporation by authority of its governing body, as evidenced by the attached true and correct copy of the
By:
Name:
Title:
Date:
RC PRODUCTS - FED
Rev. 03-2021
R. Brian Ha llman
Secretary
8/15/2023
EDM Technology, Inc - Officer Appointment
Name of Corporate Document
16 City of
FRESNO -=---���---==---:--:---=-��--=��------------- TRANSPORTATION Gregory A. Barfield, Interim Director 'W� .. � 2223 G Street � Fresno, California 93706 (559) 621-RIDE
www.fresno.gov
ADDENDUM NO. 1
FRESNO AREA EXPRESS FARE MEDIA
Bid File 12400064
NOTICE TO ALL BIDDERS
This Addendum is attached to and made a part of the above entitled specifications for the City of Fresno with a scheduled bid opening of 3:00 P,M,, August 29, 2023 All changes and or clarifications will appear in bold underlined type. 1) What are your current costs & quantities?
Pricing ;ntormatjon can be obtained by submitting a pubJic record request to our efectron;c portal, The portal can be found by qojng to www,fresno,qoy > Government ttop of page) > City Cferk > Forms/Request {box ia the middle of the page) > Public Records Request Portal, This is the direct link:
bttps://fresnoca,goyga,us/WEBAPPt rs{(Stxxou5chfwukruylrwsxrky4cutsuooortho me,asox
2) Could you provide the most recent bid tabulation?
Pricing iafQrmatjon can be obta;ned by submitting a public record request to our electronic portal, The portal can be found by gojna to www,fresno,qoy > Government ttop of page) > c;tv Clerk > Forms/Request {box ia the middle of the page) > Public Records Request Portal, This is the djrect link:
httos:llfresnoca,goyaa,us[WEBAPPt rs{(Stxxou5chfwukruylrwsxrky4cU{supportho me,asox
3) Who is the incumbent supplier and current pricing?
City of Fresno
The prevjous fare media contract was awarded to Electronic Data Magnetics.
Pricing information can be obtained by submitting a public record request to our electronic portal, The portal can be found by gojnq to www,fresno,aov > Government ttop of page) > City Cferk > Forms/Request {box in the middle of the page) > Public Records Request Portal, This is the djrect link:
bttps:llfresnoca,goyqa,us[WEBAPPt rs{(Stxxou5chfwukruvlrwsxrky4c))[supportho me,aspx
SARAH LAMBETH
Management Analyst II
Addendum Rev. 12-2022
��:����-
sha
� ;;
low i:dicat
�
she has th
::
read and understands the contents of this
Signed: L· \':;:;>�l� Company: EDM Technology, Inc.
This addendum is being distributed ONLINE only and will not be sent by U.S. Mail. The bidder shall submit a signed copy of this addendum with their bid.
Addenda to date: 1
August 21, 2023
Addendum Rev. 12-2022
Customer Copy
468 - Corporate Plaza
Ilul'lington, Vermont
OFFICIAL CHECK
090972087
Date 08/10/2023
Remitter EDM TECHNOLOGY, INC.
Fcr-r Bs-d --R � d¼ I 2-'-(. CT F :) Co '1
$
Pay To The CITY OF FRESNOOrder Of
Drawer. Kcyilnnk
Memo: Bid Deposit
TERMS
500.00
KEEP THIS COPY FOR YOUR RECORD OF THE TRANSACTION. TO REPORT A LOSS OR FOR ANY
OTHER INFORMATION ABOUT THE INSTRUMENT, CONTACT THE INSTITUTION FROM WHICH YOU RECEIVED THE INSTRUMENT.
***
FORM NO. 60-0811-T21 {4/08) I
Memo: Bid Deposit
111 0 g O g 7 2 0 8 7111 I: 0 3 • • 0 0 2 0 g I:
8/16/.l3. 3:22 PM Tracking I UPS - United States
Proof of Delivery
Dear Customer,
This notice serves as proof of delivery for the shipment listed below.
Tracking Number
122076350152152066
Weight
1.00 LBS
Service
UPS Next Day Air®
Shipped / Billed On
08/16/2023
Delivered On
08/16/2023 9:48 A.M.
Delivered To
FRESNO, CA, US
Received By
VARGAS
Please print for your records as photo and details are only available for a limited time.
Sincerely,
UPS
Tracking results provided by UPS: 08/16/2023 3:21 P.M. EST about:blank I/ I
City of Fresno
Bid File Number: 12400064 for Fresno Area Express Fare Media City of Fresno
Fresno Area Express
2223 G Street
Fresno, CA 93706
Attn: Tamra Torrence
Subject: Bid File Number: 12400064 for Fresno Area Express Fare Media Opening
Date/Time:
8/29/2023 3:00PMPST
EDM Technology, Inc appreciates the opportunity to work with the City of Fresno / Fresno Area Express on this request.
EDM, Inc has been in business for nearly 40 years (previously as Electronic Data Magnetics, Inc and now as part of the Paragon ID group as EDM Technology, Inc.) supplying Fare Media to the transit industry, specializing in SMART CARD and Magnetic Stripe ticket products. Our ability to handle both large and small agencies, our customer service, and our products place EDM, Inc above our competition. Not to mention, EDM, Inc. is a US based manufacturer! We have included a company overview that addresses the main points as required in the documents. We have provided basic information in our overview that usually covers most questions about EDM. This will provide a short introduction to EDM, Inc.
Please contact Mr. Brian Hallman, General Manager, with any questions pertaining to this overview document.
Email: [email protected]
Phone: 800.336.8115 x232
Fax: 336.882.0106/9644
Thanks!!
Sincerely,
�rEDM .al' TECHNOLOGY
R. Brian Hallman
General Manager
Address: EDM Technology, Inc.
210 Old Thomasville Rd
High Point, NC 27260
City of Fresno
Bid File Number: 12400064 for Fresno Area Express Fare Media EDM Technology, Inc.
Corporate Overview
.--------------------.1
City of Fresno
Bid File Number: 12400064 for Fresno Area Express Fare Media
TABLE OF CONTENTS
Foreward
Section 1.0 Introduction
Section 2.0 Organizational Qualifications and Experience Section 3.0 Business Information
Section 3.1 Reference List, Scope of Services
Section 4.0 Management Plan
Section 4.1 Communication
Section 4.2 Forecasting, Planning and Scheduling
Section 4.3 Inventory Management System
Section 4.4 Process/Product Improvement
Section 4.5 Technological Improvements
Section 4.6 Packaging, Shipment and Order Fulfillm ent
Section 4.7 Purchase Orders I Letter of Authorization
Section 4.8 Capacity and Equipment List
Section 4.9 Service Response and Flexibility
Section 4.10 Project Management Work Plan
Section 5.0 Quality Assurance
Section 5.1 Logistics
Section 5.2 Procurement Response Time
Section 6.0 Personnel
Section 7.0 Summary
Section 8.0 Personal References
Section 8.1 Client Support References
City of Fresno
Bid File Number: 12400064 for Fresno Area Express Fare Media
FOREWORD
We would like to thank Fresno Area Express for your interest in EDM, Inc. We feel our experience, knowledge, and personnel offer our customers the best products and service available in the Transportation Market. We have put forth a great deal of effort to make this document as informative as possible. This information is considered confidential, and we would request that you not disseminate our overview to anyone outside your organization. Questions pertaining to this proposal should be directed to Mr. Brian Hallman at the following location:
EDM Technology, Inc.
210 Old Thomasville Rd
High Point, NC 27260
Phone 800-336-8115 x232
Fax 336-882-0106
Email [email protected]
Again, we thank you for your interest in EDM and look forward to doing business with you in the near future.
Sincerely,
EDM Technology, Inc.
Brian Hallman
General Manager
City of Fresno
Bid File Number: 12400064 for Fresno Area Express Fare Media
1.0 INTRODUCTION TO EDM
As an organization, EDM made the decision to focus on the Transportation Market in the early 1990's. Our efforts were focused on obtaining approvals from the major domestic OEM's Cubic Transportation systems and SPX Genfare. We have branched out in efforts to be certified with as many OEM's as possible. Conduent (Xerox), Indra, Scheidt & Bachmann, Fare Logistics, Trapeze, Masabi, VIX and INIT are just a few of the Transportation Market OEMs we service. Through these relationships and direct sales, we have roughly 55-65% market share. EDM, Inc. has provided either magnetic stripe and/or RFID products for almost every major city in the US either directly or through our OEM partners.
This means that EDM has experience with all Major OEMs and their systems from a fare media standpoint. For example, we are currently the only domestic supplier approved by Cubic Transportation Systems (CTS) to provide the "Limited Use Cubic Smart Card" (LUCSC). EDM has provided both magnetic stripe and RFID fare media to Miami Dade Transit Authority, MARTA, Chicago and New York MTA to name a few. While our history began providing magnetic striped cards and tickets to the mass transit industry, our current and future focus is RFID products.
EDM serves both large and small agencies. We currently provide the New York MTA an annual supply of approximately 72 million "Gold Metro Cards", a magnetic stripe polyester card product. Previously, EDM provided Chicago Transit Authority with roughly 34 million of the same product type. EDM has helped transition Chicago Transit Authority from magnetic stripe to "Limited Use Smart Cards" through our partnership with Cubic Transportation Systems. EDM manufacturers both LU and Extended use smart cards in our domestic facility. When we come across a product, we do not manufacture, we have the network of partners to out-source the manufacturing. Today, we have the capability to manufacture millions of LU smart cards weekly, giving us a capacity of roughly 150 million on an annual basis. EU Cards have a slightly longer manufacturing process. Our annual capacity would be around 75 million.
Our experience in the transit market allows EDM to help customers create encoding schema to provide multiple pass types to their riders! Our experience has allowed us to help customers create fare media specifications that work! Our experience allows EDM to offer tailored security features that meet both the customers financial and functional requirements! To our existing customers we say Thank You!! To the new, we say Welcome! Production Workflow at a
Glance ...
It starts with Team review
a quotation and an order!
EDM
City of Fresno
Bid File Number: 12400064 for Fresno Area Express Fare Media
2.0 ORGANIZATIONAL QUALIFICATIONS
US Based Manufacturing
EDM, Inc. is different from our competitors in that we are a US based manufacturing firm. This is a benefit as the supply chain is less likely to be interrupted by tariffs and trade policy. On more than one occasion, EDM has had to step in and provide assistance to NY MTA when foreign vendors product was held up by dock strikes in California. This occurred without a global pandemic or trade wars.
Experience
Another factor that separates EDM is shown in our motto, "Large Enough to Serve, Small Enough to Care." "Large Enough to Serve ..... " means EDM has ample knowledge, personnel and expertise to meet your needs. EDM has produced fare media of every variety for nearly 40 years. EDM would not be here if we could not serve our core market. .. Transportation. As previously mentioned, EDM made the decision to focus on the Transportation market in the early 90's. These efforts created relationships allowing EDM to become a premier supplier to the major OEM in our industry. These relationships help keep EDM at the forefront of new fare media technology. Our OEM certifications mean EDM provides product that already meets your specification for your equipment. The OEM's come to EDM because they know we will produce conforming product that not only meets a specification but also, works in the field. Conduent (Xerox), Indra, Scheidt Bachmann, Fare Logistics, VIX, Masabi, and INIT are just a few of the other OEMs partnering with EDM in the transportation market. EDM has demonstrated the expertise to provide fare media to all customers in this industry. We supply many other similar agencies and OEM partners such as NYMTA, Chicago CTA, Masabi, Tri Met and PAAC with RFID fare media. The benefit to our customers is the access to our manufacturing expertise and experience within this market.
Communication
No customer is more than one person away from speaking with the EDM Team. We can make decisions quickly and react almost immediately to customer requests, needs and emergencies.
Graphics generates proofs
and printing plates.
City of Fresno
Bid File Number: 12400064 for Fresno Area Express Fare Media Questions can be answered in hours, not days. The flexibility and ease of communication will in turn make it more flexible in your ability to react to the needs of your riders.
Product Quality
Our product quality is second to none! The EDM product supplied to Cubic Transportation Systems achieved a "straight to stock" rating. Quality Control persons at Cubic indicated this has only happened a hand full of times in the organization's history. We are very proud of this achievement but continue to improve our RFID products. Our Smart Card Plus LU is designed to make your life easy when it comes to fare media. Our synthetic RFID product has the following benefits, no dust, no adhesive buildup on rollers or cutting blades, superb dimensional stability and the best print quality are all characteristics of this product. Testing with the CTA, prior to the pandemic, showed potential dramatic decreases in maintenance costs. The CTA is on track to move to large scale field testing. Lower maintenance costs are a financial benefit. EDM product quality means less customer complaints as well.
Partnership
EDM likes to think of ourselves as our customers fare media manufacturing partner, not just a vendor. This partnership can be seen in resolution of any issue that may arise. EDM has been known in the industry as a company that stands behind our work. If an error is made, we work with our customer to correct the current issue and implement steps to prevent it from recurring.
We stand behind our product.
3.0 Business Information
General Company Information
Company Name
Type of business entity
State of Incorporation
Date of Incorporation
Federal Tax Identification Number
D&B Number
EDM Technology, Inc.
Corporation
Delaware
9/20/2021
87-2689713
83-002-7897
Production and QC convert
into the finished product.
City of Fresno
Bid File Number: 12400064 for Fresno Area Express Fare Media Main Phone
Fax No.:
Information for Contract Notices
Attention:
Telephone No.:
Email:
Street:
City/State/Zip:
Bidder Representative
3.1 Reference List, Scope of Services
800.336.8115 or 336.882.8115
336-882-0106
R. Brian Hallman
336-882-8115 x:232
[email protected]
210 Old Thomasville Rd
High Point, NC 27260
EDM, Inc. has provided a list of references relative to the products currently used in your fare collection system. We serve both large and small agencies as well as our major OEM partners with various types of fare media fare media products.
4.0 Management Plan
EDM, Inc. wants to demonstrate that an adequate management plan has been developed to acquire, integrate, retain, and manage personnel, equipment and facilities for the production of your fare media. Specific information provided includes organization charts and notes reflecting our organizational structure. We tackle new opportunities as a team, pulling in all involved personnel from the entire company to get their input on new projects. Prior to bidding, meetings are organized to determine production method, determine new equipment requirements, plan for materials, plan for personnel and accurately quote the new business opportunity. Customer Service and Sales are always involved in these meetings. This involvement provides intimate knowledge of your requirements. Upper management is involved with all decisions made pertaining to any new account. Our approach is truly a "Team" approach to solving current issues and winning new business.
4.1 Communication
EDM, Inc. maintains a consistent communication channel with our customers.
Open communication to and from our customers is of great importance. We EDM can provide product
in roll and fold format, or
cut single cards.
City of Fresno
Bid File Number: 12400064 for Fresno Area Express Fare Media need to know your main points so we can help elevate them. The first line of communication between EDM and our customers will be the primary sales agent, Charles McHenry and our Customer Service Team. They will handle all day-to-day aspects of this contract. These two representatives have many years of experience in handling transit accounts both large and small. We are continuously updating our custom CAM system designed specifically for EDM and our customers.
The system will provide our customer service personnel even greater ability to quickly answer questions on production schedule, estimates and new orders. Information is just a few clicks away!
As many of our customers know, the EDM Team are always just a phone call away. All are involved in the day-to-day operations of EDM, helping to make quick decisions and provide our customers with rapid responses.
4.2 Forecasting, Planning and Scheduling
EDM, Inc. maintains a process to plan and schedule production of products based on customer forecasts. If you are utilizing an RFID product, your forecast is incredibly important as the lead time for some chip types can be as much as 30 weeks. EDM, maintains processes to modify production schedules for unanticipated changes in forecasted quantities and/or required dates. Planning and scheduling are the first order of every day at EDM, Inc.
Production updates the schedule daily with customer service so that we may address any issues in production or with our customers. Changes in customer orders or requirements are addressed at these meetings. Customer forecasts are used for materials requirements planning. Customer forecasts are reviewed, material requirements are determined and orders are placed with vendors in order to meet the demands. Purchasing is responsible for monitoring status of materials and tooling required. The status of materials and tooling is reviewed daily at the scheduling meetings. Changes in scheduling and order revisions are made daily. Should your future plans involve RFID fare media, know that EDM is currently supplying many OEM and agencies with their RFID fare media requirements. We work with our vendors to have various RFID inlays available at all times. MiFare Ultralight, Mi Fare DesFire, MiFare Classic are a few of the popular chip types. Many customers have found it beneficial to purchase the inlays ahead of time so that their operations will not be affected negatively should lead times shift.
This will allow EDM to provide substantially quicker turnaround after the initial order. When the customer is ready to modify current RFID fare media or implement new fare collection equipment, EDM is already ahead of the game.
4.3 Inventory Management System
EDM, Inc. utilizes a custom inventory management system. Functionality is integrated with production, manual inventory accounting and production scheduling. Various materials are updated in real time as consumed by Cut single format.. ..
City of Fresno
Bid File Number: 12400064 for Fresno Area Express Fare Media production. This provides us with an accurate picture of our inventory. Set points for all materials (ink, paper, and plastic) will be automatically maintained and re-orders will be generated as needed automatically. EDM maintains inventory management capabilities including, but not limited to facilities, paper, and digital files. Inventory management is a necessity for production scheduling and materials requirement planning. Current inventory management systems include labeling of rolls to account for material used and remaining in inventory. Inventory is accounted for weekly to ensure minimum and maximum levels are maintained. This practice helps EDM to ensure on time deliveries for all customers and product types. Some inventory is held here at our facilities on consignment, while some vendors maintain inventory levels for specific grades of paper and plastic. Various materials for both magnetic Stripe and RFID products are stored on premises. RFID inlays can be the longest lead time. EDM has ample supply of most commonly used chip types in the supply channel or in inventory. We always encourage our customers to order well ahead of time as this helps EDM and our vendors plan production and materials purchasing.
4.4 Process/Product Improvement
EDM maintains a program to update and improve existing processes. We constantly strive to improve our processes to achieve maximum efficiency and provide the highest quality products. Our custom system tracks all major processes: estimating/order entry, inventory management, prepress graphic workflow, job specifications, job costing and shipping. EDM regularly attends industry trade shows to keep up with new technologies and improve our business. We also maintain an in-house engineering staff. The responsibilities of this staff include process improvements as well as product and process development. Our in-house engineering department is responsible for the high-speed encoding equipment as well as development of our RFID insertion equipment. The encoding equipment has enabled EDM to service transit accounts that require pre-encoding of various types of fare media. This has been a staple of our business for many years. The implementation of RFID into our product offerings is no small undertaking.
Our engineering staff has saved EDM time and monies incurred with entering this market. Our custom-built equipment allows EDM to be both efficient and cost effective in this emerging market. EDM is able to serve your requirements both now and into the future.
4.5 TECHNOLOGICAL IMPROVEMENT
For a converter of RFID cards and tickets such as EDM, technological advancements are imperative. As printing and converting equipment advance, so does our efficiency and ability to manufacture product quickly and accurately. One area we constantly strive to improve is our programming department. The faster we can get product through that department the better for both EDM and our customers! Much of the equipment utilized in production is built by our engineering team. This helps keep our overhead low and shortens our ROI when new machinery is required. Each year, we strive to improve our manufacturing capabilities in all aspects of our business.
EDM has provided RFID
products for 20 years!
City of Fresno
Bid File Number: 12400064 for Fresno Area Express Fare Media
4.6 PACKAGING, SHIPPING AND ORDER FULFILLMENT
EDM, Inc. ensures that all internal policies and practices are consistent with the packaging, shipping, and order fulfillment requirements of our customers. If you do not have a packaging specification, EDM will create one for you. Prior to all new orders, the EDM "Team" will have a specification review. This ensures accurate cost estimates and accurate information is communicated to the production floor. All specifications including packaging are addressed at this review.
4. 7 Purchase Orders / Letter of Authorization
Customers may submit an electronic purchase order or a Letter of Authorization with each order. EDM, Inc. will respond vie e-mail or internet confirmation and acknowledgement of the order. Acknowledgement, at a minimum, will include: Date of printing and Date of delivery. EDM, Inc typically sends an email order acknowledgement.
4.8 Capacity
Today, EDM can produce approximately 2 million RFID cards or tickets per week. That totals roughly 104 million on an annual basis. A two-phase upgrade plan is in place that would allow EDM to increase production capacity by 3.5 times. This would mean a weekly production capability of 7 million with annual capacity around 350 million. The first phase of the upgrade is in development now which would double capacity.
The key to supplying multiple agencies with their RFID requirements is planning and communication. The absolute best method for procuring and production of fare media is to do so on an annual, semiannual, or quarterly basis. This allows EDM to plan materials and production to optimize our efficiencies. We can handle shorter run work, but the more an agency can order at once, the easier it is to plan production and schedule materials. This also allows EDM to group similar orders.
EDM can produce many millions of magnetic stripe cards on a weekly basis.
The magnetic stripe card has been the staple of our business for many years! All production facilities, warehousing and distribution facilities are located on the EDM campus in High Point, NC. The campus consists of three buildings.
Two of the buildings are used for manufacturing purposes and the third is used as a warehouse. The combined square footage is approximately Product is staged for final
inspection, or programming.
City of Fresno
Bid File Number: 12400064 for Fresno Area Express Fare Media 150,000 square feet. Administration, printing, programming, quality assurance and logistics are in our primary building. The second building houses engineering and coating operations. Again, the third building is our warehouse.
4.9 Service Response and Flexibility
EDM offers un-matched service to our customers. EDM wants to be your partner, not just another vendor who sells you a widget. Our newest OEM partner, Masabi recently ran into a dilemma due to Covid-19, when the foreign supplier could not fill the orders. The end user agency suggested they contact EDM. EDM and Masabi worked together to provide our mutual customer with a solution that kept both Masabi and the end user on schedule to open their new fare system! This was done in a matter of weeks. This is the kind of service that EDM customers enjoy.
Our service is quick and responsive. EDM, Inc. is a smaller company that prides itself on customer service and meeting customer demands.
4.10 Project Management Work Plan
Mr. Brian Hallman, General Manager, will be the project manager for EDM.
All EDM personnel including sales, quality assurance, manufacturing, logistics and customer service will coordinate with Mr. Hallman. Our team consists of project lead, Brian Hallman, VP of Sales Charles McHenry, Lead Customer Service Rep, Heather Cruthis, Production Manager, David Hallman, Quality Manager, Barry Hines, and Encoding/Programming Manager Jon Teeple. Manufacturing and quality assurance personnel will present to the Project Manager any-and-all issues, questions that may arise during the production process. Coordination with outside sales usually takes place on a weekly basis to ensure the corporate office is in touch with our customers.
5.0 Quality Control I Quality Assurance
EDM operates our manufacturing facilities using ISO 9000 principles. This is a standardized methodology for implementing procedures, policies to which we measure ourselves against. QA personnel are present at all stages of our process. Quality personnel are involved in the creation of the SPIN (Specification Product Information and Notes) that is used for estimation, order entry and production instructions. Quality is responsible for making sure the finished product conforms to all specifications using various testing equipment and methods required by our different OEM partners. Each production shift has dedicated Quality personnel responsible for testing and documentation of Programming begins after
after the converting process.
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City of Fresno
Bid File Number: 12400064 for Fresno Area Express Fare Media final results. Should any testing fail to meet parameters during production, Quality stops, informs production personnel and corrective action is taken.
Non-conforming product is quarantined and disposed of if not re-workable.
Quality is a "beginning to the end" part of the process of EDM manufacturing.
The first step in Quality Control/ Assurance starts with a specification review.
Product specifications are reviewed to ensure EDM is capable of consistently meeting customer expectations. At the time, we create the SPIN document mentioned above. This SPIN is useful in quotation of all new and established products. Once an order/contract is received, a production order is created using the SPIN. The Graphic department creates a detailed proof for customer review. This proof includes all aspects of the finished product. Quality Assurance personnel will also make an official specifications book for each product type. The proofs and specification books, along with digital documentation, are the guides for press setup, initial and finished product inspection.
During production, all involved with the product are responsible for quality assurance. The press operator, quality personnel down to the individual putting your product in the packaging. Quality is a team function. Custom check sheets are created for each customer and each product. These sheets provide the tolerances against which the finished product is measured along with the testing methodology. Once production begins, Quality Assurance Personnel make frequent checks of the product coming off -press, to ensure consistency. Production retains are archived so we have a reference for various point throughout the production run.
Non-confirming product is marked and set aside for later disposition. Should the product not be re-workable, the non-conforming product is destroyed, typically by shredding the product. Conforming goods are staged for finishing or packaging and moved to distribution or the next production area. With regards to RFID, every card that is produced has been 100% verified to ensure the quality. Quality Assurance is an important part of our business and markets. Good products start with proper quality control procedures, test equipment and knowledgeable personnel.
5.1 Logistics
EDM, Inc. maintains a process for scheduling, expediting, invoicing and EDM also inventories finished
goods for our customers.
City of Fresno
Bid File Number: 12400064 for Fresno Area Express Fare Media tracking both domestic and international shipments. We work with domestic commercial carriers and international freight forwarders to ensure the safety of your product and a timely delivery. Our primary carrier is Fed EX. EDM reviews our production schedule daily as the first order of business. Shipment tracking is provided by pro-numbers on domestic shipments for both Canada and the US along with FedEx tracking information. All expedited shipments are typically fulfilled via FedEx and tracking is provided by the carrier. EDM carries insurance on all international shipments to protect both ourselves and our customers. EDM can utilize Brinks delivery services to transport "Live" fare media across the country. This is the highest level of secured delivery we offer.
5.2 Procurement Response Time
EDM has a 14-16-week production time once the proof has been approved.
Once the PO has been received, we work within our customer service team to assure all details regarding the order is correct. Depending on the complexity of the order, this process can take several weeks of working with the customer.
We have weekly meetings with our customers to ensure the order is moving forward properly. We often work close with the customer, system integrators, and internal teams.
6.0 PERSONNEL
The most important asset of any manufacturing company are the people.
EDM, Inc. employs nearly 50 persons. This comprises the administration, sales, engineering, customer service, quality assurance and production personnel. Management personnel and quality assurance technicians are utilized on both shifts. These are the persons that make the quality products that have kept EDM, Inc. in business for over 30 years. The cumulative experience of our personnel helps us to constantly improve our processes, procedures and consequently our product.
EDM Fare Media keeps
Transit moving!!
City of Fresno
Bid File Number: 12400064 for Fresno Area Express Fare Media
7.0 SUMMARY
In summary, we at EDM, Inc. are world leaders in the fields of RFID and Magnetic Stripe fare media. The combined expertise of our personnel, state of the art equipment and our ability to serve our customers allow us to offer unparalleled service and products. Put simply, we believe EDM, Inc is the best choice for agencies using RFID and magnetic striped fare media.
We would like to also thank you for your interest and time in reading these documents. We look forward to working with you, in the near future.
Sincerely,
EDM, Inc.
R. Brian Hallman
General Manager
RFID and Magnetic Stripe
EDM, Inc.
City of Fresno
Bid File Number: 12400064 for Fresno Area Express Fare Media
8.0 Professional References
TRI-Met- Portland, OR
Briana McDonald - Analyst, Fare Systems Finance & Administrative Services [email protected]
(503) 238-7433
Cubic Transportation Systems
Mark Lawless - Customer Support Manager
[email protected]
{312) 265-3207
Septa - Philadelphia, PA
Stephen Boon - Director Revenue Services
[email protected]
(215) 580-4051
City of Fresno
Bid File Number: 12400064 for Fresno Area Express Fare Media
8.1 References
LYNX CENTRAL FLORIDA RTA
455 N GARLAND AVE
ORLANDO, FL 32801
CONTACT: PATTY DOLAN - 407-841-2279, ext 6084
[email protected]
SMART
535 GRISWOLD ST, SUITE 600
DETROIT, Ml. 48226
CONTACT: DENNIS ELLIS- 248-419-7903
[email protected]
NASHVILLE MTA
430 MYATT DR
NASHVILLE, TN. 37115
CONTACT : JANET POYNTER- 615-862-6141
[email protected]
MADISON METRO TRANSIT SYSTEMS
1101 EAST WASHINGTON AVE
MADISON, WI. 53703
CONTACT: MICK RUSCH- 608-266-6532
[email protected]
CAPITAL METRO
505N. PLEAANT VALLEY
AUSTIN, TX 78702
EU-Ml FARE lK (200,000 ANNUALY)
EU- DE5FIRE 4K (100,000 ANNUALY)
CONTACT: RICHARD MEDINA- 515-369-6052
Richard. Med [email protected]
TRI MET
4012 SE 17th AVE.
PORTLAND, OR 97202
LU- UL TEALITE-C ROLL AND FOLD 5 MILLION+ ANNUALY
CONTACT: BRIANNA MCDONALD 503-962-7542
[email protected]
MIAMI DADE
6601 N WEST 72ND AVE
MIAMI, FL 33166
EU-DESFIRE 4K EV-1 ORDER IN PROGRESS
CONTACT: CHAN LEE- 305-375-3824
[email protected]
SUN TRAN
City of Fresno
Bid File Number: 12400064 for Fresno Area Express Fare Media 3920 N. SUN TRAN BLVD
TUCSON, AZ 85705
ULTRALITE CUT CARDS 600-900 THOUSAND ANNUALY
DESFIRE 4K CUT CARDS 200-300 THOUSAND ANNUALY
CONTACT: TOD NOBLE 520-206-8880
VINCENT.NOBLE@TUCSON AZ.GOV
CUBIC FOR CTA(CHICAGO)
1308 WASHINGTON ST.
TULLAHOMA, TN 37388
EU: DESFIRE 4K EV-1 100,000
ULTRALITE CUT CARDS 1-2 MILLION ANNUALY
ULTRALITE ROLLS STOCK 6 MILLION ANNUALY
CONTACT: MARK LAWLESS 312-265-3207
[email protected]
EDM has worked with many agencies all over the country. San Francisco, Chicago, Atlanta, New York, Vancouver, Miami, and many more cities, you will find our tickets and cards. Our experience in the transit market allows EDM to help customers create encoding schema to provide multiple pass types to their riders! Our experience has allowed us to help customers create fare media specifications that work!