Fresno City Council
August 27, 2026

100124-ORA

v052824 1

MASTER AGREEMENT #100124
CATEGORY: ŌĞƌŵĂƌŬĞƚsĞŚŝĐůĞWĂƌƚƐĂŶĚ^ƵƉƉůŝĞƐ
^hWW>/
Z͗ K͛ZĞŝůůLJƵƚŽ
ŶƚĞƌƉƌŝƐĞƐ͕>>

This Master Agreement (Agreement) is between Sourcewell, ĂDŝŶŶĞƐŽƚĂƐĞƌǀŝĐĞĐŽŽƉĞƌĂƟǀĞlocated at 202 12th Street Northeast, P .O. Box 219, Staples, MN 56479 (Sourcewell) and O’Reilly Auto Enterprises, >>͕Ϯϯϯ^ŽƵƚŚWĂƩĞƌƐŽŶǀĞ͕͘^ƉƌŝŶŐĮĞůĚ͕DKϲϱϴϬϮ (Supplier).

Sourcewell is a ůŽĐĂůŐŽǀĞƌŶŵĞŶƚĂŶĚƐĞƌǀŝĐĞĐŽŽƉĞƌĂƟǀĞĐƌĞĂƚĞĚƵŶĚĞƌƚŚĞůĂǁƐŽĨƚŚĞ^ƚĂƚĞŽĨ DŝŶŶĞƐŽƚĂ;DŝŶŶĞƐŽƚĂ^ƚĂƚƵƚĞƐ^ĞĐƟŽŶϭϮϯ͘ϮϭͿŽīĞƌŝŶŐ a CŽŽƉĞƌĂƟǀĞPurchasing Program to eligible ƉĂƌƟĐŝƉĂƟŶŐŐŽǀĞƌŶŵĞŶƚĞŶƟƟĞƐ.

Under this Master Agreement entered with Sourcewell, Supplier will provide /ŶĐůƵĚĞĚ^ŽůƵƟŽŶƐ to WĂƌƟĐŝƉĂƟŶŐ
ŶƟƟĞƐƚŚƌŽƵŐŚ^ŽƵƌĐĞǁĞůů͛ƐCŽŽƉĞƌĂƟǀĞPurchasing Program.

ƌƟĐůĞϭ͗
'ĞŶĞƌĂůdĞƌŵƐ

dŚĞ'ĞŶĞƌĂůd ĞƌŵƐŝŶƚŚŝƐƌƟĐůĞϭĐŽŶƚƌŽůƚŚĞŽƉĞƌĂƟŽŶŽĨƚŚŝƐDĂƐƚĞƌŐƌĞĞŵĞŶƚďĞƚǁĞĞŶ^ŽƵƌĐĞǁĞůů ĂŶĚ^ƵƉƉůŝĞƌĂŶĚĂƉƉůLJƚŽĂůůƚƌĂŶƐĂĐƟŽŶƐĞŶƚĞƌĞĚďLJ^ƵƉƉůŝĞƌĂŶĚWĂƌƟĐŝƉĂƟŶŐ ŶƟƟĞƐ͘^ƵďƐĞƋƵĞŶƚ
ƌƟĐůĞƐƚŽƚŚŝƐDĂƐƚĞƌŐƌĞĞŵĞŶƚĐŽŶƚƌŽůƚŚĞƌŝŐŚƚƐ ĂŶĚŽďůŝŐĂƟŽŶƐĚŝƌĞĐƚůLJďĞƚǁĞĞŶ^ŽƵƌĐĞǁĞůůĂŶĚ ^ƵƉƉůŝĞƌ;ƌƟĐůĞϮͿ͕ĂŶĚďĞƚǁĞĞŶ^ƵƉƉůŝĞƌĂŶĚWĂƌƟĐŝƉĂƟŶŐ ŶƟƚLJ;ƌƟĐůĞϯͿ͕ƌĞƐƉĞĐƟǀĞůLJ͘dŚĞƐĞƌƟĐůĞϭ
'ĞŶĞƌĂůd ĞƌŵƐĐŽŶƚƌŽůŽǀĞƌĂŶLJĐŽŶŇŝĐƟŶŐƚĞƌŵƐ͘tŚĞƌĞƚŚŝƐDĂƐƚĞƌŐƌĞĞŵĞŶƚŝƐƐŝůĞŶƚŽŶĂŶLJƐubject, WĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJĂŶĚ^ƵƉƉůŝĞƌƌĞƚĂŝŶƚŚĞĂďŝůŝƚLJƚŽŶĞŐŽƟĂƚĞŵƵƚƵĂůůLJĂĐĐĞƉƚĂďůĞƚĞƌŵƐ.

1) WƵƌƉŽƐĞ͘ Pursuant to Minnesota law, tŚĞ^ŽƵƌĐĞǁĞůůŽĂƌĚŽĨŝƌĞĐƚŽƌƐŚĂƐĂƵƚŚŽƌŝnjĞĚ ĂŽŽƉĞƌĂƟǀĞ Purchasing Program designed to provide PĂƌƟĐŝƉĂƟŶŐEŶƟƟĞƐǁŝƚŚĂĐĐĞƐƐƚŽĐŽŵƉĞƟƟǀĞůLJĂǁĂƌĚĞĚ ĐŽŽƉĞƌĂƟǀĞƉƵƌĐŚĂƐŝŶŐagreements͘dŽĨĂĐŝůŝƚĂƚĞƚŚĞWƌŽŐƌĂŵ͕^ŽƵƌĐĞǁĞůůhas awarded Supplier this ĐŽŽƉĞƌĂƟǀĞƉƵƌĐŚĂƐŝŶŐDĂƐƚĞƌŐƌĞĞŵĞŶƚĨŽůůŽǁŝŶŐĂĐŽŵƉĞƟƟǀĞƉƌŽĐƵƌĞŵĞŶƚƉƌŽĐĞƐƐŝŶƚĞŶĚĞĚƚŽ ŵĞĞƚĐŽŵƉůŝĂŶĐĞƐƚĂŶĚĂƌĚƐŝŶĂĐĐŽƌĚĂŶĐĞǁŝƚŚDŝŶŶĞƐŽƚĂůĂǁĂŶĚƚŚĞƌĞƋƵŝƌĞŵĞŶƚƐĐŽŶƚĂŝŶĞĚ herein.

2) /ŶƚĞŶƚ͘ dŚĞŝŶƚĞŶƚŽĨƚŚŝƐDĂƐƚĞƌŐƌĞĞŵĞŶƚŝƐƚŽĚĞĮŶĞƚŚĞƌŽůĞƐŽĨ^ŽƵƌĐĞǁĞůů͕^ƵƉƉůŝĞƌ͕ĂŶĚ WĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJĂƐŝƚƌĞůĂƚĞƐƚŽ^ŽƵƌĐĞǁĞůů͛ƐŽŽƉĞƌĂƟǀĞWƵƌĐŚĂƐŝŶŐWƌŽŐƌĂŵ͘

3) WĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJĐĐĞƐƐ͘ Sourcewell’s CŽŽƉĞƌĂƟǀĞPurchasing Program Master Agreements are ĂǀĂŝůĂďůĞƚŽĞůŝŐŝďůĞƉƵďůŝĐĂŐĞŶĐŝĞƐ;WĂƌƟĐŝƉĂƟŶŐ
ŶƟƟĞƐͿ. WĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJ͛ƐĂƵƚŚŽƌŝƚLJƚŽĂĐĐĞƐƐ
Sourcewell’s CŽŽƉĞƌĂƟǀĞPurchasing PƌŽŐƌĂŵŝƐĚĞƚĞƌŵŝŶĞĚƚŚƌŽƵŐŚƚŚĞůĂǁƐŽĨŝƚƐƌĞƐƉĞĐƟǀĞ ũƵƌŝƐĚŝĐƟŽŶ͘

4) ^ƵƉƉůŝĞƌĐĐĞƐƐ͘ dŚĞ/ŶĐůƵĚĞĚ^ŽůƵƟŽŶƐŽīĞƌĞĚƵŶĚĞƌƚŚŝƐŐƌĞĞŵĞŶƚŵĂLJďĞŵĂĚĞĂǀĂŝůĂďůĞƚŽĂŶLJ WĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJ͘^ƵƉƉůŝĞƌƵŶĚĞƌƐƚĂŶĚƐƚŚĂƚĂWĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJ͛ƐƵƐĞŽĨƚŚŝƐŐƌĞĞŵĞŶƚŝƐĂƚƚŚĞ
WĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJ͛ƐƐŽůĞĐŽŶǀĞŶŝĞŶĐĞ͘^ƵƉƉůŝĞƌǁŝůůĞĚƵĐĂƚĞŝƚƐƐĂůĞƐĂŶĚƐĞƌǀŝĐĞĨŽƌĐĞƐĂďŽƵƚ ^ŽƵƌĐĞǁĞůůĞůŝŐŝďŝůŝƚLJƌĞƋƵŝƌĞŵĞŶƚƐĂŶĚƌĞƋƵŝƌĞĚĚŽĐƵŵĞŶƚĂƟŽŶ͘^ƵƉƉůŝĞƌǁŝůůďĞƌĞƐƉŽŶƐŝďůĞĨŽƌ ĞŶƐƵƌŝŶŐƐĂůĞƐĂƌĞǁŝƚŚWĂƌƟĐŝƉĂƟŶŐ
ŶƟƟĞƐ.












 

100124-ORA

v052824 2

5) dĞƌŵ͘ dŚŝƐŐƌĞĞŵĞŶƚŝƐĞīĞĐƟǀĞƵƉŽŶƚŚĞĚĂƚĞŽĨƚŚĞĮŶĂůƐŝŐŶĂƚƵƌĞďĞůŽǁ͘dŚĞƚĞƌŵŽĨƚŚŝƐ ŐƌĞĞŵĞŶƚŝƐĨŽƵƌ;ϰͿLJĞĂƌƐĨƌŽŵƚŚĞĞīĞĐƟǀĞĚĂƚĞ͘dŚĞŐƌĞĞŵĞŶƚĞdžƉŝƌĞƐĂƚϭϭ͗ϱϵW ͘D͘ĞŶƚƌĂů Time on January 10, 2029͕ƵŶůĞƐƐŝƚŝƐĐĂŶĐĞůůĞĚŽƌĞdžƚĞŶĚĞĚĂƐĚĞĮŶĞĚŝŶƚŚŝƐŐƌĞĞŵĞŶƚ͘

a)
džƚĞŶƐŝŽŶƐ͘ Sourcewell and Supplier may agree to up to three (3) ĂĚĚŝƟŽŶĂůŽŶĞ-year extensions ďĞLJŽŶĚƚŚĞŽƌŝŐŝŶĂůĨŽƵƌ-LJĞĂƌƚĞƌŵ͘dŚĞƚŽƚĂůƉŽƐƐŝďůĞůĞŶŐƚŚŽĨƚŚŝƐŐƌĞĞŵĞŶƚǁŝůůďĞƐĞǀĞŶ(7) LJĞĂƌƐĨƌŽŵƚŚĞĞīĞĐƟǀĞĚĂƚĞ͘

b)
džĐĞƉƟŽŶĂůŝƌĐƵŵƐƚĂŶĐĞƐ͘ ^ŽƵƌĐĞǁĞůůƌĞƚĂŝŶƐƚŚĞƌŝŐŚƚƚŽĐŽŶƐŝĚĞƌĂĚĚŝƟŽŶĂůĞdžƚĞŶƐŝŽŶƐĂƐ ƌĞƋƵŝƌĞĚƵŶĚĞƌĞdžĐĞƉƟŽŶĂůĐŝƌĐƵŵƐƚĂŶĐĞƐ͘

6) ^ƵƌǀŝǀĂůŽĨdĞƌŵƐ͘ EŽƚǁŝƚŚƐƚĂŶĚŝŶŐƚŚĞƚĞƌŵŝŶĂƟŽŶŽĨƚŚŝƐŐƌĞĞŵĞŶƚ͕ƚŚĞŽďůŝŐĂƟŽŶƐŽĨƚŚŝƐ ŐƌĞĞŵĞŶƚǁŝůůĐŽŶƟŶƵĞƚŚƌŽƵŐŚƚŚĞƉĞƌĨŽƌŵĂŶĐĞƉĞƌŝŽĚŽĨĂŶLJƚƌĂŶƐĂĐƟŽŶĞŶƚĞƌĞĚbetween ^ƵƉƉůŝĞƌĂŶĚĂŶLJWĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJďĞĨŽƌĞƚŚĞƚĞƌŵŝŶĂƟŽŶĚĂƚĞ͘

7) ^ĐŽƉĞ͘^ƵƉƉůŝĞƌŝƐĂǁĂƌĚĞĚĂDĂƐƚĞƌŐƌĞĞŵĞŶƚƚŽƉƌŽǀŝĚĞƚŚĞƐŽůƵƟŽŶƐŝĚĞŶƟĮĞĚŝŶ;^ŽůŝĐŝƚĂƟŽŶ #100124ͿƚŽWĂƌƟĐŝƉĂƟŶŐ
ŶƟƟĞƐ͘/Ŷ^ĐŽƉĞƐŽůƵƟŽŶƐŝŶĐůƵĚĞ͗

a) ŌĞƌŵĂƌŬĞƚƌĞƉĂŝƌ͕ƌĞƉůĂĐĞŵĞŶƚ͕ĂŶĚŵĂŝŶƚĞŶĂŶĐĞƉĂƌƚƐ͕ƐƵƉƉůŝĞƐ͕ĂŶĚƐĞƌǀŝĐĞƐĨŽƌŐĂƐŽůŝŶĞ͕ ĚŝĞƐĞů͕ĐŽŵƉƌĞƐƐĞĚŶĂƚƵƌĂůŐĂƐ;E'Ϳ͕ƉƌŽƉĂŶĞ͕ŚLJďƌŝĚ͕ĂŶĚĞůĞĐƚƌŝĐĂƵƚŽŵŽďŝůĞƐ͕ƐƉŽƌƚƵƟůŝƚLJ ǀĞŚŝĐůĞƐ;^hsͿ͕ůŝŐŚƚĚƵƚLJƚƌƵĐŬƐ͕ŵĞĚŝƵŵĚƵƚLJƚƌƵĐŬƐ͕ŚĞĂǀLJĚƵƚLJĂŶĚǀŽĐĂƟŽŶĂůƚƌƵĐŬƐ͕ďƵƐĞƐ͕ and motorcycles.

ϴͿ /ŶĐůƵĚĞĚ^ŽůƵƟŽŶƐ͘ Supplier’s Proposal ƚŽƚŚĞĂďŽǀĞƌĞĨĞƌĞŶĐĞĚZ&Wis incorporated into this Master ŐƌĞĞŵĞŶƚ͘KŶůLJƚŚŽƐĞ^ŽůƵƟŽŶƐŝŶĐůƵĚĞĚǁŝƚŚŝŶ^ƵƉƉůŝĞƌ͛ƐWƌŽƉŽƐĂůĂŶĚǁŝƚŚŝŶ^ĐŽƉĞ;/ŶĐůƵĚĞĚ ^ŽůƵƟŽŶƐͿĂƌĞŝŶĐůƵĚĞĚǁŝƚŚŝŶƚŚĞŐƌĞĞŵĞŶƚĂŶĚŵĂLJďĞŽīĞƌĞĚƚŽWĂƌƟĐŝƉĂƟŶŐ ŶƟƟĞƐ.

9) /ŶĚĞĮŶŝƚĞYƵĂŶƟƚLJ͘ dŚŝƐDĂƐƚĞƌŐƌĞĞŵĞŶƚĚĞĮŶĞƐĂŶŝŶĚĞĮŶŝƚĞƋƵĂŶƟƚLJŽĨƐĂůĞƐƚŽĞůŝŐŝďůĞ WĂƌƟĐŝƉĂƟŶŐ
ŶƟƟĞƐ.

10) WƌŝĐŝŶŐ͘ WƌŝĐŝŶŐŝŶĨŽƌŵĂƟŽŶ;ŝŶĐůƵĚŝŶŐWƌŝĐŝŶŐĂŶĚĞůŝǀĞƌLJĂŶĚWƌŝĐŝŶŐKīĞƌĞĚtĂďůĞƐͿĨŽƌĂůů/ŶĐůƵĚĞĚ ^ŽůƵƟŽŶƐǁŝƚŚŝŶ^ƵƉƉůŝĞƌ͛ƐWƌŽƉŽƐĂůŝƐŝŶĐŽƌƉŽƌĂƚĞĚŝŶƚŽƚŚŝƐDĂƐƚĞƌŐƌĞĞŵĞŶƚ͘

11) EŽƚƚŽ
džĐĞĞĚWƌŝĐŝŶŐ͘ Suppliers may not exceed the prices listed in the current Pricing List ŽŶĮůĞ with Sourcewell ǁŚĞŶŽīĞƌŝŶŐ/ŶĐůƵĚĞĚ^ŽůƵƟŽŶƐƚŽWĂƌƟĐŝƉĂƟŶŐ ŶƟƟĞƐ͘WĂƌƟĐŝƉĂƟŶŐ
ŶƟƟĞƐŵĂLJ
ƌĞƋƵĞƐƚĂĚũƵƐƚŵĞŶƚƐƚŽƉƌŝĐŝŶŐĚŝƌĞĐƚůLJĨƌŽŵ ^ƵƉƉůŝĞƌĚƵƌŝŶŐƚŚĞŶĞŐŽƟĂƟŽŶĂŶĚĞdžĞĐƵƟŽŶŽĨĂŶLJ ƚƌĂŶƐĂĐƟŽŶ.

12) KƉĞŶDĂƌŬĞƚ͘ ^ƵƉƉůŝĞƌ͛ƐŽƉĞŶŵĂƌŬĞƚƉƌŝĐŝŶŐprocess is included within its Proposal.

13) ^ƵƉƉůŝĞƌZĞƉƌĞƐĞŶƚĂƟŽŶƐ͗

i) ŽŵƉůŝĂŶĐĞ͘ Supplier represents and warrants it will provide all Included ^ŽůƵƟŽŶƐ ƵŶĚĞƌƚŚŝƐŐƌĞĞŵĞŶƚŝŶĨƵůůĐŽŵƉůŝĂŶĐĞǁŝƚŚĂƉƉůŝĐĂďůĞĨĞĚĞƌĂů͕ƐƚĂƚĞ͕ĂŶĚůŽĐĂůůĂǁƐĂŶĚ ƌĞŐƵůĂƟŽŶƐ͘













 

100124-ORA

v052824 3

ii) >ŝĐĞŶƐĞƐ͘ ƐĂƉƉůŝĐĂďůĞ͕^ƵƉƉůŝĞƌǁŝůůŵĂŝŶƚĂŝŶĂǀĂůŝĚƐƚĂƚƵƐŽŶĂůůƌĞƋƵŝƌĞĚĨĞĚĞƌĂů͕ƐƚĂƚĞ͕ ĂŶĚůŽĐĂůůŝĐĞŶƐĞƐ͕ďŽŶĚƐ͕ĂŶĚƉĞƌŵŝƚƐƌĞƋƵŝƌĞĚĨŽƌƚŚĞŽƉĞƌĂƟŽŶŽĨ^ƵƉƉůŝĞƌ͛ƐďƵƐŝŶĞƐƐǁŝƚŚ WĂƌƟĐŝƉĂƟŶŐ
ŶƟƟĞƐ͘WĂƌƟĐŝƉĂƟŶŐ
ŶƟƟĞƐŵĂLJƌĞƋƵĞƐƚĂůůƌĞůĞǀĂŶƚĚŽĐƵŵĞŶƚĂƟŽŶĚŝƌĞĐƚůLJĨƌŽŵ Supplier.

iii) ^ƵƉƉůŝĞƌtĂƌƌĂŶƚƐ͘ ^ƵƉƉůŝĞƌǁĂƌƌĂŶƚƐƚŚĂƚĂůů/ŶĐůƵĚĞĚ^ŽůƵƟŽŶƐĨƵƌŶŝƐŚĞĚƵŶĚĞƌƚŚŝƐ ŐƌĞĞŵĞŶƚĂƌĞĨƌĞĞĨƌŽŵůŝĞŶƐĂŶĚĞŶĐƵŵďƌĂŶĐĞƐĂŶĚƐŚĂůůƉĂƐƐƚŚƌŽƵŐŚĂůůĂǀĂŝůĂďůĞ DĂŶƵĨĂĐƚƵƌĞƌǁĂƌƌĂŶƟĞƐƚŽƚŚĞƉĂƌƟĐŝƉĂƟŶŐĞŶƟƚLJ͘

14) ĂŶŬƌƵƉƚĐLJEŽƟĐĞƐ͘ ^ƵƉƉůŝĞƌĐĞƌƟĮĞƐĂŶĚǁĂƌƌĂŶƚƐŝƚŝƐŶŽƚĐƵƌƌĞŶƚůLJŝŶĂďĂŶŬƌƵƉƚĐLJƉƌŽĐĞĞĚŝŶŐ͘ ^ƵƉƉůŝĞƌŚĂƐĚŝƐĐůŽƐĞĚĂůůĐƵƌƌĞŶƚĂŶĚĐŽŵƉůĞƚĞĚďĂŶŬƌƵƉƚĐLJƉƌŽĐĞĞĚŝŶŐƐǁŝƚŚŝŶƚŚĞƉĂƐƚƐĞǀĞŶLJĞĂƌƐ ǁŝƚŚŝŶŝƚƐWƌŽƉŽƐĂů͘^ƵƉƉůŝĞƌŵƵƐƚƉƌŽǀŝĚĞŶŽƟĐĞŝŶǁƌŝƟŶŐƚŽ^ŽƵƌĐĞǁĞůůŝĨŝƚĞŶƚĞƌƐĂďĂŶŬƌƵƉƚĐLJ ƉƌŽĐĞĞĚŝŶŐĂƚĂŶLJƟŵĞĚƵƌŝŶŐƚŚĞƚĞƌŵŽĨƚŚŝƐŐƌĞĞŵĞŶƚ͘

15) ĞďĂƌŵĞŶƚĂŶĚ^ƵƐƉĞŶƐŝŽŶ͘ ^ƵƉƉůŝĞƌĐĞƌƟĮĞƐĂŶĚǁĂƌƌĂŶƚƐƚŚĂƚŶĞŝƚŚĞƌŝƚŶŽƌŝƚƐƉƌŝŶĐŝƉĂůƐĂƌĞ ƉƌĞƐĞŶƚůLJĚĞďĂƌƌĞĚ͕ƐƵƐƉĞŶĚĞĚ͕ƉƌŽƉŽƐĞĚĨŽƌĚĞďĂƌŵĞŶƚ͕ĚĞĐůĂƌĞĚŝŶĞůŝŐŝďůĞ͕ŽƌǀŽůƵŶƚĂƌŝůLJĞdžĐůƵĚĞĚ ĨƌŽŵƉƌŽŐƌĂŵƐŽƉĞƌĂƚĞĚďLJƚŚĞ^ƚĂƚĞŽĨDŝŶŶĞƐŽƚĂ͕ƚŚĞhŶŝƚĞĚ^ƚĂƚĞƐĨĞĚĞƌĂůŐŽǀĞƌŶŵĞnt, or any WĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJ͘^ƵƉƉůŝĞƌĐĞƌƟĮĞƐĂŶĚǁĂƌƌĂŶƚƐƚŚĂƚŶĞŝƚŚĞƌŝƚŶŽƌŝƚƐƉƌŝŶĐŝƉĂůƐŚĂǀĞďĞĞŶ ĐŽŶǀŝĐƚĞĚŽĨĂĐƌŝŵŝŶĂůŽīĞŶƐĞƌĞůĂƚĞĚƚŽƚŚĞƐƵďũĞĐƚŵĂƩĞƌŽĨƚŚŝƐŐƌĞĞŵĞŶƚ͘^ƵƉƉůŝĞƌĨƵƌƚŚĞƌ warrants that it will pƌŽǀŝĚĞŝŵŵĞĚŝĂƚĞǁƌŝƩĞŶŶŽƟĐĞƚŽ^ŽƵƌĐĞǁĞůůŝĨƚŚŝƐĐĞƌƟĮĐĂƟŽŶĐŚĂŶŐĞƐĂƚ ĂŶLJƟŵĞĚƵƌŝŶŐƚŚĞƚĞƌŵŽĨƚŚŝƐŐƌĞĞŵĞŶƚ͘

16) ^ƵƉƉůŝĞƌĐĞƌƟĮĞƐƚŚĂƚŝƚŝƐŶŽƚĂĨĞĚĞƌĂůĐŽŶƚƌĂĐƚŽƌĂŶĚĐĂŶŶŽƚĂĐĐĞƉƚƉƵƌĐŚĂƐĞƐŽĨ/ŶĐůƵĚĞĚ ^ŽůƵƟŽŶƐǁŝƚŚhŶŝƚĞĚ^ƚĂƚĞƐĨĞĚĞƌĂůŐƌĂŶƚƐŽƌŽƚŚĞƌĨĞĚĞƌĂůĨƵŶĚƐ͘ WĂƌƟĐŝƉĂƟŶŐ ŶƟƟĞƐƚŚĂƚǁŝƐŚƚŽ
ƵƐĞhŶŝƚĞĚ^ƚĂƚĞƐĨĞĚĞƌĂůŐƌĂŶƚŽƌŽƚŚĞƌĨĞĚĞƌĂůĨƵŶĚŝŶŐƚŽƉƵƌĐŚĂƐĞƐŽůƵƟŽŶƐŵĂLJŶŽƚĚŽƐŽǁŝƚŚ ^ƵƉƉůŝĞƌdŚĞĨŽůůŽǁŝŶŐůŝƐƚĂƉƉůŝĞƐŽŶůLJƚŽƚŚĞĞdžƚĞŶƚƚŚĂƚƚŚĞ/ŶĐůƵĚĞĚ^ŽůƵƟŽŶƐĂƌĞŶŽƚƉƵƌĐŚĂƐĞĚ ǁŝƚŚĨĞĚĞƌĂůĨƵŶĚƐ͘

i)
Yh>
DW>KzD
EdKWWKZdhE/dz ͘ sĞŶĚŽƌƌĞƉƌĞƐĞŶƚƐĂŶĚǁĂƌƌĂŶƚƐƚŚĂƚŝƚŝƐĂŶĞƋƵĂů opportunity employer.

ii) s/^-KEd ͕^D
E
;ϰϬh͘^͘͘Αϯϭϰϭ-ϯϭϰϴͿ͘ tŚĞŶƌĞƋƵŝƌĞĚďLJĨĞĚĞƌĂů
ƉƌŽŐƌĂŵůĞŐŝƐůĂƟŽŶ͕ĂůůƉƌŝŵĞĐŽŶƐƚƌƵĐƟŽŶĐŽŶƚƌĂĐƚƐŝŶĞdžĐĞƐƐŽĨΨϮ͕ϬϬϬĂǁĂƌĚĞĚďLJŶŽŶ-ĨĞĚĞƌĂů ĞŶƟƟĞƐŵƵƐƚŝŶĐůƵĚĞĂƉƌŽǀŝƐŝŽŶĨŽƌĐŽŵƉůŝĂŶĐĞǁŝƚŚƚŚĞĂǀŝƐ-Bacon Act (40 U.S.C. § 3141- 3144, and 3146-ϯϭϰϴͿĂƐƐƵƉƉůĞŵĞŶƚĞĚďLJĞƉĂƌƚŵĞŶƚŽĨ>ĂďŽƌƌĞŐƵůĂƟŽŶƐ;Ϯϵ͘&͘Z͘Αϱ͕ ͞>ĂďŽƌ^ƚĂŶĚĂƌĚƐWƌŽǀŝƐŝŽŶƐƉƉůŝĐĂďůĞƚŽŽŶƚƌĂĐƚƐŽǀĞƌŝŶŐ&ĞĚĞƌĂůůLJ&ŝŶĂŶĐĞĚĂŶĚƐƐŝƐƚĞĚ ŽŶƐƚƌƵĐƟŽŶ͟Ϳ͘/ŶĂĐĐŽƌĚĂŶĐĞǁŝƚŚƚŚĞƐƚĂƚƵƚĞ͕ĐŽŶƚƌĂĐƚŽƌƐŵƵƐƚ ďĞƌĞƋƵŝƌĞĚƚŽƉĂLJǁĂŐĞƐƚŽ ůĂďŽƌĞƌƐĂŶĚŵĞĐŚĂŶŝĐƐĂƚĂƌĂƚĞŶŽƚůĞƐƐƚŚĂŶƚŚĞƉƌĞǀĂŝůŝŶŐǁĂŐĞƐƐƉĞĐŝĮĞĚŝŶĂǁĂŐĞ ĚĞƚĞƌŵŝŶĂƟŽŶŵĂĚĞďLJƚŚĞ^ĞĐƌĞƚĂƌLJŽĨ>ĂďŽƌ ͘/ŶĂĚĚŝƟŽŶ͕ĐŽŶƚƌĂĐƚŽƌƐŵƵƐƚďĞƌĞƋƵŝƌĞĚƚŽƉĂLJ ǁĂŐĞƐŶŽƚůĞƐƐƚŚĂŶŽŶĐĞĂǁĞĞŬ͘dŚĞŶŽŶ-ĨĞĚĞƌĂůĞŶƟƚLJŵƵƐƚƉůĂĐĞĂĐŽƉLJŽĨƚŚĞĐƵƌƌĞŶƚ ƉƌĞǀĂŝůŝŶŐǁĂŐĞĚĞƚĞƌŵŝŶĂƟŽŶŝƐƐƵĞĚďLJƚŚĞĞƉĂƌƚŵĞŶƚŽĨ>ĂďŽƌŝŶĞĂĐŚƐŽůŝĐŝƚĂƟŽŶ͘dŚĞ ĚĞĐŝƐŝŽŶƚŽĂǁĂƌĚĂĐŽŶƚƌĂĐƚŽƌƐƵďĐŽŶƚƌĂĐƚŵƵƐƚďĞĐŽŶĚŝƟŽŶĞĚƵƉŽŶƚŚĞĂĐĐĞƉƚĂŶĐĞŽĨƚŚĞ ǁĂŐĞĚĞƚĞƌŵŝŶĂƟŽŶ͘dŚĞŶŽŶ-ĨĞĚĞƌĂůĞŶƟƚLJŵƵƐƚƌĞƉŽƌƚĂůůƐƵƐƉĞĐƚĞĚŽƌƌĞƉŽƌƚĞĚǀŝŽůĂƟŽŶƐƚŽ ƚŚĞĨĞĚĞƌĂůĂǁĂƌĚŝŶŐĂŐĞŶĐLJ͘dŚĞĐŽŶƚƌĂĐƚƐŵƵƐƚĂůƐŽŝŶĐůƵĚĞĂƉƌŽǀŝƐŝŽŶĨŽƌĐŽŵƉůŝĂŶĐĞǁŝƚŚƚŚĞ ŽƉĞůĂŶĚ͞ŶƟ-<ŝĐŬďĂĐŬ͟Đƚ;ϰϬh͘^͘͘ΑϯϭϰϱͿ͕ĂƐƐƵƉƉůĞŵĞŶƚĞĚďLJĞƉĂƌƚŵĞŶƚŽĨ>ĂďŽƌ regulaƟŽŶƐ;Ϯϵ͘&͘Z͘Αϯ͕͞ŽŶƚƌĂĐƚŽƌƐĂŶĚ^ƵďĐŽŶƚƌĂĐƚŽƌƐŽŶWƵďůŝĐƵŝůĚŝŶŐŽƌWƵďůŝĐtŽƌŬ &ŝŶĂŶĐĞĚŝŶtŚŽůĞŽƌŝŶWĂƌƚďLJ>ŽĂŶƐŽƌ'ƌĂŶƚƐĨƌŽŵƚŚĞhŶŝƚĞĚ^ƚĂƚĞƐ͟Ϳ͘dŚĞĐƚƉƌŽǀŝĚĞƐƚŚĂƚ ĞĂĐŚĐŽŶƚƌĂĐƚŽƌŽƌƐƵďƌĞĐŝƉŝĞŶƚŵƵƐƚďĞƉƌŽŚŝďŝƚĞĚĨƌŽŵŝŶĚƵĐŝŶŐ͕ďLJĂŶLJ means, any person 











 

100124-ORA

v052824 4

ĞŵƉůŽLJĞĚŝŶƚŚĞĐŽŶƐƚƌƵĐƟŽŶ͕ĐŽŵƉůĞƟŽŶ͕ŽƌƌĞƉĂŝƌŽĨƉƵďůŝĐǁŽƌŬ͕ƚŽŐŝǀĞƵƉĂŶLJƉĂƌƚŽĨƚŚĞ ĐŽŵƉĞŶƐĂƟŽŶƚŽǁŚŝĐŚŚĞŽƌƐŚĞŝƐŽƚŚĞƌǁŝƐĞĞŶƟƚůĞĚ͘dŚĞŶŽŶ-ĨĞĚĞƌĂůĞŶƟƚLJŵƵƐƚƌĞƉŽƌƚĂůů ƐƵƐƉĞĐƚĞĚŽƌƌĞƉŽƌƚĞĚǀŝŽůĂƟŽŶƐƚŽƚŚĞĨĞĚĞƌĂůĂǁĂƌĚŝŶŐĂŐĞŶĐLJ͘^Ƶpplier must comply with all ĂƉƉůŝĐĂďůĞĂǀŝƐ-Bacon Act provisions.

iii) KEdZdtKZ<,KhZ^E^&
dz^dEZ^d;ϰϬh͘^͘͘ΑϯϳϬϭ-ϯϳϬϴͿ͘
tŚĞƌĞĂƉƉůŝĐĂďůĞ͕ĂůůĐŽŶƚƌĂĐƚƐĂǁĂƌĚĞĚďLJƚŚĞŶŽŶ-ĨĞĚĞƌĂůĞŶƟƚLJŝŶĞdžĐĞƐƐŽĨΨϭϬϬ͕ϬϬϬƚŚĂƚ ŝŶǀŽůǀĞƚŚĞĞŵƉůŽLJŵĞŶƚŽĨŵĞĐŚĂŶŝĐƐŽƌůĂďŽƌĞƌƐŵƵƐƚŝŶĐůƵĚĞĂƉƌŽǀŝƐŝŽŶĨŽƌĐŽŵƉůŝĂŶĐĞǁŝƚŚ ϰϬh͘^͘͘ΑΑϯϳϬϮĂŶĚϯϳϬϰ͕ĂƐƐƵƉƉůĞŵĞŶƚĞĚďLJĞƉĂƌƚŵĞŶƚŽĨ>ĂďŽƌƌĞŐƵůĂƟŽŶƐ;Ϯϵ͘&͘Z͘ΑϱͿ͘ hŶĚĞƌϰϬh͘^͘͘ΑϯϳϬϮŽĨƚŚĞĐƚ͕ĞĂĐŚĐŽŶƚƌĂĐƚŽƌŵƵƐƚďĞƌĞƋƵŝƌĞĚƚŽĐŽŵƉƵƚĞƚŚĞǁĂŐĞƐŽĨ ĞǀĞƌLJŵĞĐŚĂŶŝĐĂŶĚůĂďŽƌĞƌŽŶƚŚĞďĂƐŝƐŽĨĂƐƚĂŶĚĂƌĚǁŽƌŬǁĞĞŬŽĨϰϬŚŽƵƌƐ͘tŽƌŬŝŶĞdžĐĞƐƐŽĨ ƚŚĞƐƚĂŶĚĂƌĚǁŽƌŬǁĞĞŬŝƐƉĞƌŵŝƐƐŝďůĞƉƌŽǀŝĚĞĚƚŚĂƚƚŚĞǁŽƌŬĞƌŝƐĐŽŵƉĞŶƐĂƚĞĚĂƚĂƌĂƚĞŽĨŶŽƚ ůĞƐƐƚŚĂŶŽŶĞĂŶĚĂŚĂůĨƟŵĞƐƚŚĞďĂƐŝĐƌĂƚĞŽĨƉĂLJĨŽƌĂůůŚŽƵƌƐǁŽƌŬĞĚŝŶĞdžĐĞƐƐŽĨϰϬŚŽƵƌƐŝŶ ƚŚĞǁŽƌŬǁĞĞŬ͘dŚĞƌĞƋƵŝƌĞŵĞŶƚƐŽĨϰϬh͘^͘͘ΑϯϳϬϰĂƌĞĂƉƉůŝĐĂďůĞƚŽĐŽŶƐƚƌƵĐƟŽŶǁŽƌŬĂŶĚ ƉƌŽǀŝĚĞƚŚĂƚŶŽůĂďŽƌĞƌŽƌŵĞĐŚĂŶŝĐŵƵƐƚďĞƌĞƋƵŝƌĞĚƚŽǁŽƌŬŝŶƐƵƌƌŽƵŶĚŝŶŐƐŽƌƵŶĚĞƌǁŽƌŬŝŶŐ ĐŽŶĚŝƟŽŶƐǁŚŝĐŚĂƌĞƵŶƐĂŶŝƚĂƌLJ͕ŚĂnjĂƌĚŽƵƐŽƌĚĂŶŐĞƌŽƵƐ͘dŚĞƐĞƌĞƋƵŝƌĞŵĞŶƚƐĚŽŶŽƚĂƉƉůLJƚŽ the purchases ŽĨƐƵƉƉůŝĞƐ͕ŵĂƚĞƌŝĂůƐ͕ŽƌĂƌƟĐůĞƐŽƌĚŝŶĂƌŝůLJĂǀĂŝůĂďůĞŽŶƚŚĞŽƉĞŶŵĂƌŬĞƚ͕Žƌ ĐŽŶƚƌĂĐƚƐĨŽƌƚƌĂŶƐƉŽƌƚĂƟŽŶŽƌƚƌĂŶƐŵŝƐƐŝŽŶŽĨŝŶƚĞůůŝŐĞŶĐĞ͘dŚŝƐƉƌŽǀŝƐŝŽŶŝƐŚĞƌĞďLJŝŶĐŽƌƉŽƌĂƚĞĚ ďLJƌĞĨĞƌĞŶĐĞŝŶƚŽƚŚŝƐŐƌĞĞŵĞŶƚ͘^ƵƉƉůŝĞƌĐĞƌƟĮĞƐƚŚĂƚĚƵƌŝŶŐƚŚĞƚĞƌŵŽĨĂŶĂǁĂƌĚĨŽƌĂůů ŐƌĞĞŵĞŶƚƐďLJ^ŽƵƌĐĞǁĞůůƌĞƐƵůƟŶŐĨƌŽŵƚŚŝƐƉƌŽĐƵƌĞŵĞŶƚƉƌŽĐĞƐƐ͕^ƵƉƉůŝĞƌŵƵƐƚĐŽŵƉůLJǁŝƚŚ ĂƉƉůŝĐĂďůĞƌĞƋƵŝƌĞŵĞŶƚƐĂƐƌĞĨĞƌĞŶĐĞĚĂďŽǀĞ͘

iv) Z/',d^dK/Es
Ed/KE^D
hE
ZKEdZdKZ'Z

D
Ed͘ /ĨƚŚĞĨĞĚĞƌĂů
ĂǁĂƌĚŵĞĞƚƐƚŚĞĚĞĮŶŝƟŽŶŽĨ͞ĨƵŶĚŝŶŐĂŐƌĞĞŵĞŶƚ͟ƵŶĚĞƌϯϳ͘&͘Z͘ΑϰϬϭ͘Ϯ;ĂͿĂŶĚƚŚĞƌĞĐŝƉŝĞŶƚ ŽƌƐƵďƌĞĐŝƉŝĞŶƚǁŝƐŚĞƐƚŽĞŶƚĞƌŝŶƚŽĂĐŽŶƚƌĂĐƚǁŝƚŚĂƐŵĂůůďƵƐŝŶĞƐƐĮƌŵŽƌŶŽŶƉƌŽĮƚ ŽƌŐĂŶŝnjĂƟŽŶƌĞŐĂƌĚŝŶŐƚŚĞƐƵďƐƟƚƵƟŽŶŽĨƉĂƌƟĞƐ͕ĂƐƐŝŐŶŵĞŶƚŽƌƉĞƌĨŽƌŵĂŶĐĞŽĨĞdžƉĞƌŝŵĞŶƚĂů͕ ĚĞǀĞůŽƉŵĞŶƚĂů͕ŽƌƌĞƐĞĂƌĐŚǁŽƌŬƵŶĚĞƌƚŚĂƚ͞ĨƵŶĚŝŶŐĂŐƌĞĞŵĞŶƚ͕͟ƚŚĞƌĞĐŝƉŝĞŶƚŽƌƐƵďƌĞĐŝƉŝĞŶƚ ŵƵƐƚĐŽŵƉůLJǁŝƚŚƚŚĞƌĞƋƵŝƌĞŵĞŶƚƐŽĨϯϳ͘&͘Z͘ΑϰϬϭ͕͞ZŝŐŚƚƐƚŽ/ŶǀĞŶƟŽŶƐDĂĚĞďLJEŽŶƉƌŽĮƚ KƌŐĂŶŝnjĂƟŽŶƐĂŶĚ^ŵĂůůƵƐŝŶĞƐƐ&ŝƌŵƐhŶĚĞƌ'ŽǀĞƌŶŵĞŶƚ'ƌĂŶƚƐ͕ŽŶƚƌĂĐƚƐĂŶĚŽŽƉĞƌĂƟǀĞ ŐƌĞĞŵĞŶƚƐ͕͟ĂŶĚĂŶLJŝŵƉůĞŵĞŶƟŶŐƌĞŐƵůĂƟŽŶƐŝƐƐƵĞĚďLJƚŚĞĂǁĂƌĚŝŶŐĂŐĞŶĐLJ͘^ƵƉƉůŝĞƌ ĐĞƌƟĮĞƐƚŚĂƚĚƵƌŝŶŐƚŚĞƚĞƌŵŽĨĂŶĂǁĂƌĚĨŽƌĂůůŐƌĞĞŵĞŶƚƐďLJ^ŽƵƌĐĞǁĞůůƌĞƐƵůƟŶŐĨƌŽŵƚŚŝƐ ƉƌŽĐƵƌĞŵĞŶƚƉƌŽĐĞƐƐ͕^ƵƉƉůŝĞƌŵƵƐƚĐŽŵƉůLJǁŝƚŚĂƉƉůŝĐĂďůĞƌĞƋƵŝƌĞŵĞŶƚƐĂƐƌĞĨĞƌĞŶĐĞĚĂďŽǀĞ͘

v) >
E/Zd;ϰϮh͘^͘͘ΑϳϰϬϭ-ϳϲϳϭY͘ͿEd,
&

Z>td
ZWK>>hd/KE
KEdZK>d;ϯϯh͘^͘͘ΑϭϮϱϭ-ϭϯϴϳͿ͘ ŽŶƚƌĂĐƚƐĂŶĚƐƵďŐƌĂŶƚƐŽĨĂŵŽƵŶƚƐŝŶĞdžĐĞƐƐŽĨ ΨϭϱϬ͕ϬϬϬƌĞƋƵŝƌĞƚŚĞŶŽŶ-ĨĞĚĞƌĂůĂǁĂƌĚƚŽĂŐƌĞĞƚŽĐŽŵƉůLJǁŝƚŚĂůůĂƉƉůŝĐĂďůĞƐƚĂŶĚĂƌĚƐ͕ŽƌĚĞƌƐ ŽƌƌĞŐƵůĂƟŽŶƐŝƐƐƵĞĚƉƵƌƐƵĂŶƚƚŽƚŚĞůĞĂŶŝƌĐƚ;ϰϮh͘^͘͘ΑϳϰϬϭ- ϳϲϳϭƋͿĂŶĚƚŚĞ&ĞĚĞƌĂů tĂƚĞƌWŽůůƵƟŽŶontrol Act as amended (33 U.S.C. § 1251- ϭϯϴϳͿ͘sŝŽůĂƟŽŶƐŵƵƐƚďĞƌĞƉŽƌƚĞĚƚŽ ƚŚĞ&ĞĚĞƌĂůĂǁĂƌĚŝŶŐĂŐĞŶĐLJĂŶĚƚŚĞZĞŐŝŽŶĂůKĸĐĞŽĨƚŚĞ ŶǀŝƌŽŶŵĞŶƚĂůWƌŽƚĞĐƟŽŶŐĞŶĐLJ
;
WͿ͘^ƵƉƉůŝĞƌĐĞƌƟĮĞƐƚŚĂƚĚƵƌŝŶŐƚŚĞƚĞƌŵŽĨƚŚŝƐŐƌĞĞŵĞŶƚŝƚǁŝůůĐŽŵƉůLJǁŝƚŚĂƉƉůŝĐĂďůĞ ƌĞƋƵŝƌĞŵĞŶƚƐĂƐƌĞĨĞƌĞŶĐĞĚĂďŽǀĞ͘

vi) 
ZD
EdE^h^W
E^/KE;
y
hd/s
KZ
Z^ϭϮϱϰϵEϭϮϲϴϵͿ͘ A contract
ĂǁĂƌĚ;ƐĞĞϮ͘&͘Z͘ΑϭϴϬ͘ϮϮϬͿŵƵƐƚŶŽƚďĞŵĂĚĞƚŽƉĂƌƟĞƐůŝƐƚĞĚŽŶƚŚĞŐŽǀĞƌŶŵĞŶƚǁŝĚĞ ĞdžĐůƵƐŝŽŶƐŝŶƚŚĞ^LJƐƚĞŵĨŽƌǁĂƌĚDĂŶĂŐĞŵĞŶƚ;^DͿ͕ŝŶĂĐĐŽƌĚĂŶĐĞǁŝƚŚƚŚĞKDŐƵŝĚĞůŝŶĞƐ ĂƚϮ͘&͘Z͘ΑϭϴϬƚŚĂƚŝŵƉůĞŵĞŶƚ
džĞĐƵƟǀĞKƌĚĞƌƐϭϮϱϰϵ;ϯ͘&͘Z͘ΑϭϵϴϲŽŵƉ͕͘Ɖ͘ϭϴϵͿĂŶĚ ϭϮϲϴϵ;ϯ͘&͘Z͘ΑϭϵϴϵŽŵƉ͕͘Ɖ͘ϮϯϱͿ͕͞ĞďĂƌŵĞŶƚĂŶĚ^ƵƐƉĞŶƐŝŽŶ͘͟^D džĐůƵƐŝŽŶƐĐŽŶƚĂŝŶƐ
ƚŚĞŶĂŵĞƐŽĨƉĂƌƟĞƐĚĞďĂƌƌĞĚ͕ƐƵƐƉĞŶĚĞĚ͕ŽƌŽƚŚĞƌǁŝƐĞĞdžĐůƵĚĞĚďLJĂŐĞŶĐŝĞƐ͕ĂƐǁĞůůĂƐƉĂƌƟĞƐ 











 

100124-ORA

v052824 5

ĚĞĐůĂƌĞĚŝŶĞůŝŐŝďůĞƵŶĚĞƌƐƚĂƚƵƚŽƌLJŽƌƌĞŐƵůĂƚŽƌLJĂƵƚŚŽƌŝƚLJŽƚŚĞƌƚŚĂŶ džĞĐƵƟǀĞKƌĚĞƌϭϮϱϰϵ͘
^ƵƉƉůŝĞƌĐĞƌƟĮĞƐƚŚĂƚŶĞŝƚŚĞƌŝƚŶŽƌŝƚƐƉƌŝŶĐŝƉĂůƐĂƌĞƉƌĞƐĞŶƚůLJĚĞďĂƌƌĞĚ͕ƐƵƐƉĞŶĚĞĚ͕ƉƌŽƉŽƐĞĚ ĨŽƌĚĞďĂƌŵĞŶƚ͕ĚĞĐůĂƌĞĚŝŶĞůŝŐŝďůĞ͕ŽƌǀŽůƵŶƚĂƌŝůLJĞdžĐůƵĚĞĚĨƌŽŵ ƉĂƌƟĐŝƉĂƟŽŶďLJĂŶLJĨĞĚĞƌĂů department or agency.

vii) zZEd/->Kz/E'D
ED
Ed ͕^D
E
;ϯϭh͘^͘͘ΑϭϯϱϮͿ͘ Suppliers must
ĮůĞĂŶLJƌĞƋƵŝƌĞĚĐĞƌƟĮĐĂƟŽŶƐ͘^ƵƉƉůŝĞƌƐŵƵƐƚŶŽƚŚĂǀĞƵƐĞĚĨĞĚĞƌĂůĂƉƉƌŽƉƌŝĂƚĞĚĨƵŶĚƐƚŽƉĂLJ ĂŶLJƉĞƌƐŽŶŽƌŽƌŐĂŶŝnjĂƟŽŶĨŽƌŝŶŇƵĞŶĐŝŶŐŽƌĂƩĞŵƉƟŶŐƚŽŝŶŇƵĞŶĐĞĂŶŽĸĐĞƌŽƌĞŵƉůŽLJĞĞŽĨ ĂŶLJĂŐĞŶĐLJ͕ĂŵĞŵďĞƌŽĨŽŶŐƌĞƐƐ͕ŽĸĐĞƌŽƌĞŵƉůŽLJĞĞŽĨŽŶŐƌĞƐƐ͕ŽƌĂŶĞŵƉůŽLJĞĞŽĨĂ ŵĞŵďĞƌŽĨŽŶŐƌĞƐƐŝŶĐŽŶŶĞĐƟŽŶǁŝƚŚŽďƚĂŝŶŝŶŐĂŶLJĨĞĚĞƌĂůĐŽŶƚƌĂĐƚ͕ŐƌĂŶƚ͕ŽƌĂŶLJŽƚŚĞƌ award covered by 31 U.S.C. § 1352. Suppliers must disclose any lobbying with non-ĨĞĚĞƌĂůĨƵŶĚƐ ƚŚĂƚƚĂŬĞƐƉůĂĐĞŝŶĐŽŶŶĞĐƟŽŶǁŝƚŚŽďƚĂŝŶŝŶŐĂŶLJĨĞĚĞƌĂůĂǁĂƌĚ͘^ƵĐŚĚŝƐĐůŽƐƵƌĞƐĂƌĞĨŽƌǁĂƌĚĞĚ ĨƌŽŵƟĞƌƚŽƟĞƌƵƉƚŽƚŚĞŶŽŶ-ĨĞĚĞƌĂůĂǁĂƌĚ͘^ƵƉƉůŝĞƌƐŵƵƐƚĮůĞĂůůĐĞƌƟĮĐĂƟŽŶƐĂŶĚĚŝƐĐůŽƐƵƌĞƐ ƌĞƋƵŝƌĞĚďLJ͕ĂŶĚŽƚŚĞƌǁŝƐĞĐŽŵƉůLJǁŝƚŚ͕ƚŚĞLJƌĚŶƟ-Lobbying Amendment (31 U.S.C. § 1352).

viii) Z
KZZ
d
Ed/KEZ
Yh/Z
D
Ed^͘To the extent applicable, Supplier must comply
with the record ƌĞƚĞŶƟŽŶƌĞƋƵŝƌĞŵĞŶƚƐĚĞƚĂŝůĞĚŝŶϮ͘&͘Z͘ΑϮϬϬ͘ϯϯϯ͘dŚĞ^ƵƉƉůŝĞƌĨƵƌƚŚĞƌ ĐĞƌƟĮĞƐƚŚĂƚŝƚǁŝůůƌĞƚĂŝŶĂůůƌĞĐŽƌĚƐĂƐƌĞƋƵŝƌĞĚďLJϮ͘&͘Z͘ΑϮϬϬ͘ϯϯϯĨŽƌĂƉĞƌŝŽĚŽĨϯLJĞĂƌƐĂŌĞƌ ŐƌĂŶƚĞĞƐŽƌƐƵďŐƌĂŶƚĞĞƐƐƵďŵŝƚĮŶĂůĞdžƉĞŶĚŝƚƵƌĞƌĞƉŽƌƚƐŽƌƋƵĂƌƚĞƌůLJŽƌĂŶŶƵĂůĮŶĂŶĐŝĂů ƌĞƉŽƌƚƐ͕ĂƐĂƉƉůŝĐĂďůĞ͕ĂŶĚĂůůŽƚŚĞƌƉĞŶĚŝŶŐŵĂƩĞƌƐĂƌĞĐůŽƐĞĚ͘

ix)
E
Z'zWK>/zEKE^
Zsd/KEdKDW>/E
͘ To the extent applicable,
^ƵƉƉůŝĞƌŵƵƐƚĐŽŵƉůLJǁŝƚŚƚŚĞŵĂŶĚĂƚŽƌLJƐƚĂŶĚĂƌĚƐĂŶĚƉŽůŝĐŝĞƐƌĞůĂƟŶŐƚŽĞŶĞƌŐLJĞĸĐŝĞŶĐLJ ǁŚŝĐŚĂƌĞĐŽŶƚĂŝŶĞĚŝŶƚŚĞƐƚĂƚĞĞŶĞƌŐLJĐŽŶƐĞƌǀĂƟŽŶƉůĂŶŝƐƐƵĞĚŝŶĐŽŵƉůŝĂŶĐĞǁŝƚŚƚŚĞ ŶĞƌŐLJ
WŽůŝĐLJĂŶĚŽŶƐĞƌǀĂƟŽŶĐƚ͘

x) hzD
Z/EWZKs/^/KE^KDW>/E
͘ To the extent applicable, Supplier must
ĐŽŵƉůLJǁŝƚŚĂůůĂƉƉůŝĐĂďůĞƉƌŽǀŝƐŝŽŶƐŽĨƚŚĞƵLJŵĞƌŝĐĂŶĐƚ͘WƵƌĐŚĂƐĞƐŵĂĚĞŝŶĂĐĐŽƌĚĂŶĐĞ ǁŝƚŚƚŚĞƵLJŵĞƌŝĐĂŶĐƚŵƵƐƚĨŽůůŽǁƚŚĞĂƉƉůŝĐĂďůĞƉƌŽĐƵƌĞŵĞŶƚƌƵůĞƐĐĂůůŝŶŐĨŽƌĨƌĞĞĂŶĚ ŽƉĞŶĐŽŵƉĞƟƟŽŶ͘

xi) 
^^dKZ
KZ^;Ϯ͘&͘Z͘ΑϮϬϬ͘ϯϯϲͿ͘ ^ƵƉƉůŝĞƌĂŐƌĞĞƐƚŚĂƚĚƵůLJĂƵƚŚŽƌŝnjĞĚ ƌĞƉƌĞƐĞŶƚĂƟǀĞƐŽĨĂĨĞĚĞƌĂůĂŐĞŶĐLJŵƵƐƚŚĂǀĞĂĐĐĞƐƐƚŽĂŶLJŬƐ͕ĚŽĐƵŵĞŶƚƐ͕ƉĂƉĞƌƐĂŶĚ ƌĞĐŽƌĚƐŽĨ^ƵƉƉůŝĞƌƚŚĂƚĂƌĞĚŝƌĞĐƚůLJƉĞƌƟŶĞŶƚƚŽ^ƵƉƉůŝĞƌ͛ƐĚŝƐĐŚĂƌŐĞŽĨŝƚƐŽďůŝŐĂƟŽŶƐƵŶĚĞƌƚŚŝƐ ŐƌĞĞŵĞŶƚĨŽƌƚŚĞƉƵƌƉŽƐĞŽĨŵĂŬŝŶŐĂƵĚŝƚƐ͕ĞdžĂŵŝŶĂƟŽŶƐ͕ĞdžĐĞƌƉƚƐ͕ĂŶĚƚƌĂŶƐĐƌŝƉƟŽŶƐ͘dŚĞ ƌŝŐŚƚĂůƐŽŝŶĐůƵĚĞƐƟŵĞůLJĂŶĚƌĞĂƐŽŶĂďůĞĂĐĐĞƐƐƚŽ^ƵƉƉůŝĞƌ͛ƐƉĞƌƐŽŶŶĞůĨŽƌƚŚĞƉƵƌƉŽƐĞŽĨ ŝŶƚĞƌǀŝĞǁĂŶĚĚŝƐĐƵƐƐŝŽŶƌĞůĂƟŶŐƚŽƐƵĐŚĚŽĐƵŵĞŶƚƐ͘

xii) WZKhZ
D
EdK&Z
Ks
Z
Dd
Z/>^;Ϯ͘&͘Z͘ΑϮϬϬ͘ϯϮϮͿ͘A non-ĨĞĚĞƌĂůĞŶƟƚLJ
ƚŚĂƚŝƐĂƐƚĂƚĞĂŐĞŶĐLJŽƌĂŐĞŶĐLJŽĨĂƉŽůŝƟĐĂůƐƵďĚŝǀŝƐŝŽŶŽĨĂƐƚĂƚĞĂŶĚŝƚƐĐŽŶƚƌĂĐƚŽƌƐŵƵƐƚ ĐŽŵƉůLJǁŝƚŚ^ĞĐƟŽŶϲϬϬϮŽĨƚŚĞ^ŽůŝĚtĂƐƚĞŝƐƉŽƐĂůĐƚ͕ĂƐĂŵĞŶĚĞĚďLJƚŚĞZĞƐŽƵƌĐĞ ŽŶƐĞƌǀĂƟŽŶĂŶĚZĞĐŽǀĞƌLJĐƚ͘dŚĞƌĞƋƵŝƌĞŵĞŶƚƐŽĨ^ĞĐƟŽŶϲϬϬϮŝŶĐůƵĚĞƉƌŽĐƵƌŝŶŐŽŶůLJŝƚĞŵƐ ĚĞƐŝŐŶĂƚĞĚŝŶŐƵŝĚĞůŝŶĞƐŽĨƚŚĞ
ŶǀŝƌŽŶŵĞŶƚĂůWƌŽƚĞĐƟŽŶŐĞŶĐLJ;
WͿĂƚϰϬ͘&͘Z͘ΑϮϰϳƚŚĂƚ
ĐŽŶƚĂŝŶƚŚĞŚŝŐŚĞƐƚƉĞƌĐĞŶƚĂŐĞŽĨƌĞĐŽǀĞƌĞĚŵĂƚĞƌŝĂůƐƉƌĂĐƟĐĂďůĞ͕ consistent with maintaining a ƐĂƟƐĨĂĐƚŽƌLJůĞǀĞůŽĨĐŽŵƉĞƟƟŽŶ͕ǁŚĞƌĞƚŚĞƉƵƌĐŚĂƐĞƉƌŝĐĞŽĨƚŚĞŝƚĞŵĞdžĐĞĞĚƐΨϭϬ͕ϬϬϬŽƌƚŚĞ ǀĂůƵĞŽĨƚŚĞƋƵĂŶƟƚLJĂĐƋƵŝƌĞĚĚƵƌŝŶŐƚŚĞƉƌĞĐĞĚŝŶŐĮƐĐĂůLJĞĂƌĞdžĐĞĞĚĞĚΨϭϬ͕ϬϬϬ͖ƉƌŽĐƵƌŝŶŐ solid waste management services in a mĂŶŶĞƌƚŚĂƚŵĂdžŝŵŝnjĞƐĞŶĞƌŐLJĂŶĚƌĞƐŽƵƌĐĞƌĞĐŽǀĞƌLJ͖ 











 

100124-ORA

v052824 6

ĂŶĚĞƐƚĂďůŝƐŚŝŶŐĂŶĂĸƌŵĂƟǀĞƉƌŽĐƵƌĞŵĞŶƚƉƌŽŐƌĂŵĨŽƌƉƌŽĐƵƌĞŵĞŶƚŽĨƌĞĐŽǀĞƌĞĚŵĂƚĞƌŝĂůƐ ŝĚĞŶƟĮĞĚŝŶƚŚĞ
WŐƵŝĚĞůŝŶĞƐ͘

xiii) &

Z>^
>;^Ϳ͕>K'K^͕E&>'^͘ The Supplier cannot use the seal(s), logos, crests, ŽƌƌĞƉƌŽĚƵĐƟŽŶƐŽĨŇĂŐƐŽƌůŝŬĞŶĞƐƐĞƐŽĨ&ĞĚĞƌĂůĂŐĞŶĐLJŽĸĐŝĂůƐǁŝƚŚŽƵƚƐƉĞĐŝĮĐƉƌĞ-approval.

xiv) EKK>/'d/KEz&

Z>'Ks
ZED
Ed͘ dŚĞh͘^͘ĨĞĚĞƌĂůŐŽǀĞƌŶŵĞŶƚŝƐŶŽƚĂƉĂƌƚLJ
ƚŽƚŚŝƐŐƌĞĞŵĞŶƚŽƌĂŶLJƉƵƌĐŚĂƐĞďLJĂWĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJĂŶĚŝƐŶŽƚƐƵďũĞĐƚƚŽĂŶLJŽďůŝŐĂƟŽŶƐ
ŽƌůŝĂďŝůŝƟĞƐƚŽƚŚĞWĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJ͕^ƵƉƉůŝĞƌ͕ŽƌĂŶLJŽƚŚĞƌƉĂƌƚLJƉĞƌƚĂŝŶŝŶŐƚŽĂŶLJŵĂƩĞƌ ƌĞƐƵůƟŶŐĨƌŽŵƚŚĞŐƌĞĞŵĞŶƚŽƌĂŶLJƉƵƌĐŚĂƐĞďLJĂŶĂƵƚŚŽƌŝnjĞĚƵƐĞƌ͘

xv) WZK'ZD&ZhE&>^
KZ&Zhh>
Ed^dd
D
Ed^KZZ
>d
d^͘ The
ŽŶƚƌĂĐƚŽƌĂĐŬŶŽǁůĞĚŐĞƐƚŚĂƚϯϭh͘^͘͘Αϯϴ;ĚŵŝŶŝƐƚƌĂƟǀĞZĞŵĞĚŝĞƐĨŽƌ&ĂůƐĞůĂŝŵƐĂŶĚ ^ƚĂƚĞŵĞŶƚƐͿĂƉƉůŝĞƐƚŽƚŚĞ^ƵƉƉůŝĞƌ͛ƐĂĐƟŽŶƐƉĞƌƚĂŝŶŝŶŐƚŽƚŚŝƐŐƌĞĞŵĞŶƚŽƌĂŶLJƉƵƌĐŚĂƐĞďLJĂ WĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJ͘

xvi) &

Z>
d͘ dŚĞ^ƵƉƉůŝĞƌĐĞƌƟĮĞƐƚŚĂƚŝƚŝƐŶŽŶ-ĚĞůŝŶƋƵĞŶƚŝŶŝƚƐƌĞƉĂLJŵĞŶƚŽĨĂŶLJ ĨĞĚĞƌĂůĚĞďƚ͘
džĂŵƉůĞƐŽĨƌĞůĞǀĂŶƚĚĞďƚŝŶĐůƵĚĞĚĞůŝŶƋƵĞŶƚƉĂLJƌŽůůĂŶĚŽƚŚĞƌƚĂdžĞƐ͕ĂƵĚŝƚ ĚŝƐĂůůŽǁĂŶĐĞ͕ĂŶĚďĞŶĞĮƚŽǀĞƌƉĂLJŵĞŶƚƐ͘

xvii) KE&>/d^K&/Ed
Z
^d͘ dŚĞ^ƵƉƉůŝĞƌŵƵƐƚŶŽƟĨLJƚŚĞh͘^͘KĸĐĞŽĨ'ĞŶĞƌĂů^ĞƌǀŝĐĞƐ͕ ^ŽƵƌĐĞǁĞůů͕ĂŶĚWĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJĂƐƐŽŽŶĂƐƉŽƐƐŝďůĞŝĨƚŚŝƐŐƌĞĞŵĞŶƚŽƌĂŶLJĂƐƉĞĐƚƌĞůĂƚĞĚ ƚŽƚŚĞĂŶƟĐŝƉĂƚĞĚǁŽƌŬƵŶĚĞƌƚŚŝƐŐƌĞĞŵĞŶƚƌĂŝƐĞƐĂŶĂĐƚƵĂůŽƌƉŽƚĞŶƟĂůĐŽŶŇŝĐƚŽĨŝŶƚĞƌĞƐƚ(as ĚĞƐĐƌŝďĞĚŝŶϮ͘&͘Z͘WĂƌƚϮϬϬͿ͘dŚĞ^ƵƉƉůŝĞƌŵƵƐƚĞdžƉůĂŝŶƚŚĞĂĐƚƵĂůŽƌƉŽƚĞŶƟĂůĐŽŶŇŝĐƚŝŶ ǁƌŝƟŶŐŝŶƐƵĸĐŝĞŶƚĚĞƚĂŝůƐŽƚŚĂƚƚŚĞh͘^͘KĸĐĞŽĨ'ĞŶĞƌĂů^ĞƌǀŝĐĞƐ͕^ŽƵƌĐĞǁĞůů͕ĂŶĚ WĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJĂƌĞĂďůĞƚŽĂƐƐĞƐƐƚŚĞĂĐƚƵĂůŽƌƉŽƚĞŶƟĂůĐŽŶŇŝĐƚ͖ĂŶĚƉƌŽǀŝĚĞĂŶLJĂĚĚŝƟŽŶĂů ŝŶĨŽƌŵĂƟŽŶĂƐŶĞĐĞƐƐĂƌLJŽƌƌĞƋƵĞƐƚĞĚ͘

xviii) h͘^͘
y
hd/s
KZ
ZϭϯϮϮϰ͘ The Supplier, and its subcontractors, must comply with h͘^͘
džĞĐƵƟǀĞKƌĚĞƌϭϯϮϮϰĂŶĚh͘^͘>ĂǁƐƚŚĂƚƉƌŽŚŝďŝƚƚƌĂŶƐĂĐƟŽŶƐǁŝƚŚĂŶĚƉƌŽǀŝƐŝŽŶŽĨ ƌĞƐŽƵƌĐĞƐĂŶĚƐƵƉƉŽƌƚƚŽŝŶĚŝǀŝĚƵĂůƐĂŶĚŽƌŐĂŶŝnjĂƟŽŶƐĂƐƐŽĐŝĂƚĞĚǁŝƚŚƚĞƌƌŽƌŝƐŵ͘

xix) WZK,//d/KEKE
Zd/Ed
>
KDDhE/d/KE^Es/
K^hZs
/>>E

^
Zs/
^KZ
Yh/WD
Ed ͘ dŽƚŚĞĞdžƚĞŶƚĂƉƉůŝĐĂďůĞ͕^ƵƉƉůŝĞƌĐĞƌƟĮĞƐƚŚĂƚĚƵƌŝŶŐƚŚĞƚĞƌŵŽĨ ƚŚŝƐŐƌĞĞŵĞŶƚŝƚǁŝůůĐŽŵƉůLJǁŝƚŚĂƉƉůŝĐĂďůĞƌĞƋƵŝƌĞŵĞŶƚƐŽĨϮ͘&͘Z͘ΑϮϬϬ͘Ϯϭϲ͘

xx) KD
^d/WZ
&
Z
E
^&KZWZKhZ
D
Ed^͘ To the extent applicable, Supplier
ĐĞƌƟĮĞƐƚŚĂƚĚƵƌŝŶŐƚŚĞƚĞƌŵŽĨƚŚŝƐŐƌĞĞŵĞŶƚ͕^ƵƉƉůŝĞƌǁŝůůĐŽŵƉůLJǁŝƚŚĂƉƉůŝĐĂďůĞ ƌĞƋƵŝƌĞŵĞŶƚƐŽĨϮ͘&͘Z͘ΑϮϬϬ͘ϯϮϮ͘

ƌƟĐůĞϮ͗
^ŽƵƌĐĞǁĞůůĂŶĚ^ƵƉƉůŝĞƌKďůŝŐĂƟŽŶƐ

dŚĞd ĞƌŵƐŝŶƚŚŝƐƌƟĐůĞϮƌĞůĂƚĞƐƉĞĐŝĮĐĂůůLJƚŽ^ŽƵƌĐĞǁĞůůĂŶĚŝƚƐĂĚŵŝŶŝƐƚƌĂƟŽŶŽĨƚŚŝƐDĂƐƚĞƌ ŐƌĞĞŵĞŶƚǁŝƚŚ^ƵƉƉůŝĞƌĂŶĚ^ƵƉƉůŝĞƌ͛ƐŽďůŝŐĂƟŽŶƐƚŚĞƌĞƵŶĚĞƌ ͘

1) ƵƚŚŽƌŝnjĞĚ^ĞůůĞƌƐ͘^ƵƉƉůŝĞƌŵƵƐƚƉƌŽǀŝĚĞ^ŽƵƌĐĞǁĞůůĂĐƵƌƌĞŶƚŵĞĂŶƐƚŽǀĂůŝĚĂƚĞŽƌĂƵƚŚĞŶƟĐĂƚĞ ^ƵƉƉůŝĞƌ͛ƐĂƵƚŚŽƌŝnjĞĚĚĞĂůĞƌƐ͕ĚŝƐƚƌŝďƵƚŽƌƐ͕ŽƌƌĞƐĞůůĞƌƐǁŚŝĐŚŵĂLJĐŽŵƉůĞƚĞƚƌĂŶƐĂĐƟŽŶƐŽĨ/ŶĐůƵĚĞĚ 











 

100124-ORA

v052824 7

^ŽůƵƟŽŶƐŽīĞƌĞĚƵŶĚĞƌƚŚŝƐŐƌĞĞŵĞŶƚ͘^ŽƵƌĐĞǁĞůůŵĂLJƌĞƋƵĞƐƚƵƉĚĂƚĞĚŝŶĨŽƌŵĂƟŽŶŝŶŝƚƐ ĚŝƐĐƌĞƟŽŶ͕ĂŶĚ^ƵƉƉůŝĞƌĂŐƌĞĞƐƚŽƉƌŽǀŝĚĞƌĞƋƵĞƐƚĞĚŝŶĨŽƌŵĂƟŽŶǁŝƚŚŝŶĂƌĞĂƐŽŶĂďůĞƟŵĞ͘

2) WƌŽĚƵĐƚĂŶĚWƌŝĐĞŚĂŶŐĞƐZĞƋƵŝƌĞŵĞŶƚƐ͘ ^ƵƉƉůŝĞƌŵĂLJƌĞƋƵĞƐƚ/ŶĐůƵĚĞĚ^ŽůƵƟŽŶƐĐŚĂŶŐĞƐ͕ ĂĚĚŝƟŽŶƐ͕ŽƌĚĞůĞƟŽŶƐĂƚĂŶLJƟŵĞ͘ůůƌĞƋƵĞƐƚƐŵƵƐƚďĞŵĂĚĞŝŶǁƌŝƟŶŐďLJƐƵďŵŝƫŶŐĂ^ŽƵƌĐĞǁĞůů WƌŝĐĞĂŶĚWƌŽĚƵĐƚŚĂŶŐĞZĞƋƵĞƐƚ&ŽƌŵƚŽ^ŽƵƌĐĞǁĞůů͘ƚĂŵŝŶŝŵƵŵ͕ƚŚĞƌĞƋƵĞƐƚŵƵƐƚ͗ x /ĚĞŶƟĨLJƚŚĞĂƉƉůŝĐĂďůĞ^ŽƵƌĐĞǁĞůůŐƌĞĞŵĞŶƚŶƵŵďĞƌ͖
x ůĞĂƌůLJƐƉĞĐŝĨLJƚŚĞƌĞƋƵĞƐƚĞĚĐŚĂŶŐĞ͖
x WƌŽǀŝĚĞƐƵĸĐŝĞŶƚĚĞƚĂŝůƚŽũƵƐƟĨLJƚŚĞƌĞƋƵĞƐƚĞĚĐŚĂŶŐĞ͖ x /ŶĚŝǀŝĚƵĂůůLJůŝƐƚĂůů/ŶĐůƵĚĞĚ^ŽůƵƟŽŶƐĂīĞĐƚĞĚďLJƚŚĞƌĞƋƵĞƐƚĞĚĐŚĂŶŐĞ͕ĂůŽŶŐǁŝƚŚƚŚĞ ƌĞƋƵĞƐƚĞĚĐŚĂŶŐĞ;Ğ͘Ő͕͘ĂĚĚŝƟŽŶ͕ĚĞůĞƟŽŶ͕ƉƌŝĐĞĐŚĂŶŐĞͿ͖ĂŶĚ x /ŶĐůƵĚĞĂĐŽŵƉůĞƚĞƌĞƐƚĂƚĞŵĞŶƚŽĨWƌŝĐŝŶŐ>ŝƐƚǁŝƚŚƚŚĞĞīĞĐƟǀĞĚĂƚĞŽĨƚŚĞŵŽĚŝĮĞĚƉƌŝĐŝŶŐ͕ ŽƌƉƌŽĚƵĐƚĂĚĚŝƟŽŶŽƌĚĞůĞƟŽŶ͘dŚĞŶĞǁƉƌŝĐŝŶŐƌĞƐƚĂƚĞŵĞŶƚŵƵƐƚŝŶĐůƵĚĞĂůů/ŶĐůƵĚĞĚ ^ŽůƵƟŽŶƐŽīĞƌĞĚ͕ĞǀĞŶĨŽƌƚŚŽƐĞŝƚĞŵƐǁŚĞƌĞƉƌŝĐŝŶŐƌĞŵĂŝŶƐƵŶĐŚĂŶŐĞĚ͘

ĨƵůůLJĞdžĞĐƵƚĞĚ^ŽƵƌĐĞǁĞůůWƌŝĐĞĂŶĚWƌŽĚƵĐƚŚĂŶŐĞZĞƋƵĞƐƚ&ŽƌŵǁŝůůďĞĐŽŵĞĂŶĂŵĞŶĚŵĞŶƚƚŽ ƚŚŝƐŐƌĞĞŵĞŶƚĂŶĚǁŝůůďĞŝŶĐŽƌƉŽƌĂƚĞĚďLJƌĞĨĞƌĞŶĐĞ͘

3) ƵƚŚŽƌŝnjĞĚZĞƉƌĞƐĞŶƚĂƟǀĞ͘ ^ƵƉƉůŝĞƌǁŝůůĂƐƐŝŐŶĂŶƵƚŚŽƌŝnjĞĚZĞƉƌĞƐĞŶƚĂƟǀĞƚŽ^ŽƵƌĐĞǁĞůůĨŽƌƚŚŝƐ ŐƌĞĞŵĞŶƚĂŶĚŵƵƐƚƉƌŽǀŝĚĞƉƌŽŵƉƚŶŽƟĐĞƚŽ^ŽƵƌĐĞǁĞůůŝĨƚŚĂƚƉĞƌƐŽŶŝƐĐŚĂŶŐĞĚ͘dŚĞƵƚŚŽƌŝnjĞĚ ZĞƉƌĞƐĞŶƚĂƟǀĞǁŝůůďĞƌĞƐƉŽŶƐŝďůĞĨŽƌ͗
x DĂŝŶƚĞŶĂŶĐĞĂŶĚŵĂŶĂŐĞŵĞŶƚŽĨƚŚŝƐŐƌĞĞŵĞŶƚ͖
x dŝŵĞůLJƌĞƐƉŽŶƐĞƚŽĂůů^ŽƵƌĐĞǁĞůůĂŶĚWĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJŝŶƋƵŝƌŝĞƐ͖ĂŶĚ
x WĂƌƟĐŝƉĂƟŽŶŝŶƌĞǀŝĞǁƐǁŝƚŚ^ŽƵƌĐĞǁĞůů͘

^ŽƵƌĐĞǁĞůůΖƐƵƚŚŽƌŝnjĞĚZĞƉƌĞƐĞŶƚĂƟǀĞŝƐŝƚƐŚŝĞĨWƌŽĐƵƌĞŵĞŶƚKĸĐĞƌ ͘

4) WĞƌĨŽƌŵĂŶĐĞZĞǀŝĞǁƐ͘ ^ƵƉƉůŝĞƌǁŝůůƉĞƌĨŽƌŵĂŵŝŶŝŵƵŵŽĨŽŶĞƌĞǀŝĞǁǁŝƚŚ^ŽƵƌĐĞǁĞůůƉĞƌ ĂŐƌĞĞŵĞŶƚLJĞĂƌ ͘dŚĞƌĞǀŝĞǁǁŝůůĐŽǀĞƌƚƌĂŶƐĂĐƟŽŶƐƚŽWĂƌƟĐŝƉĂƟŶŐ ŶƟƟĞƐ͕ƉƌŝĐŝŶŐĂŶĚƚĞƌŵƐ͕
ĂĚŵŝŶŝƐƚƌĂƟǀĞĨĞĞƐ͕ƐĂůĞƐĚĂƚĂƌĞƉŽƌƚƐ͕ƉĞƌĨŽƌŵĂŶĐĞŝƐƐƵĞƐ͕ƐƵƉƉůLJĐŚĂŝŶŝƐƐƵĞƐ͕ĐƵƐƚŽŵĞƌŝssues, and ĂŶLJŽƚŚĞƌŶĞĐĞƐƐĂƌLJŝŶĨŽƌŵĂƟŽŶ͘

5) ^ĂůĞƐZĞƉŽƌƟŶŐZĞƋƵŝƌĞĚ͘ ^ƵƉƉůŝĞƌŝƐƌĞƋƵŝƌĞĚĂƐĂŵĂƚĞƌŝĂůĞůĞŵĞŶƚƚŽƚŚŝƐDĂƐƚĞƌŐƌĞĞŵĞŶƚƚŽ ƌĞƉŽƌƚĂůůĐŽŵƉůĞƚĞĚƚƌĂŶƐĂĐƟŽŶƐǁŝƚŚWĂƌƟĐŝƉĂƟŶŐ
ŶƟƟĞƐƵƟůŝnjŝŶŐƚŚŝƐŐƌĞĞŵĞŶƚ͘&ĂŝůƵƌĞƚŽ
ƉƌŽǀŝĚĞĐŽŵƉůĞƚĞĂŶĚĂĐĐƵƌĂƚĞƌĞƉŽƌƚƐĂƐĚĞĮŶĞĚŚĞƌĞŝŶǁŝůůďĞĂŵĂƚĞƌŝĂůďƌĞĂĐŚŽĨ the Agreement
ĂŶĚ^ŽƵƌĐĞǁĞůůƌĞƐĞƌǀĞƐƚŚĞƌŝŐŚƚƚŽƉƵƌƐƵĞĂůůƌĞŵĞĚŝĞƐĂǀĂŝůĂďůĞĂƚůĂǁŝŶĐůƵĚŝŶŐĐĂŶĐĞůůĂƟŽŶŽĨ this Agreement.

6) ZĞƉŽƌƟŶŐZĞƋƵŝƌĞŵĞŶƚƐ͘ ^ƵƉƉůŝĞƌŵƵƐƚƉƌŽǀŝĚĞ^ŽƵƌĐĞǁĞůůĂŶĂĐƟǀŝƚLJƌĞƉŽƌƚŽĨĂůůƚƌĂŶƐĂĐƟŽŶƐ ĐŽŵƉůĞƚĞĚƵƟůŝnjŝŶŐƚŚŝƐŐƌĞĞŵĞŶƚ͘ZĞƉŽƌƚƐĂƌĞĚƵĞĂƚůĞĂƐƚŽŶĐĞĞĂĐŚĐĂůĞŶĚĂƌƋƵĂƌƚĞƌ;ZĞƉŽƌƟŶŐ WĞƌŝŽĚͿ͘ZĞƉŽƌƚƐŵƵƐƚďĞƌĞĐĞŝǀĞĚŶŽůĂƚĞƌƚŚĂŶϰϱĐĂůĞŶĚĂƌĚĂLJƐĂŌĞƌƚŚĞĞŶĚŽĨĞĂch calendar ƋƵĂƌƚĞƌ ͘^ƵƉƉůŝĞƌŵĂLJƌĞƉŽƌƚŽŶĂŵŽƌĞĨƌĞƋƵĞŶƚďĂƐŝƐŝŶŝƚƐĚŝƐĐƌĞƟŽŶ͘ZĞƉŽƌƚƐŵƵƐƚďĞƉƌŽǀŝĚĞĚ ƌĞŐĂƌĚůĞƐƐŽĨƚŚĞĂŵŽƵŶƚŽĨĐŽŵƉůĞƚĞĚƚƌĂŶƐĂĐƟŽŶƐĚƵƌŝŶŐƚŚĂƚƋƵĂƌƚĞƌ;ŝ͘Ğ͕͘ŝĨƚŚĞƌĞĂƌĞŶŽƐĂůĞƐ͕ Supplier must submit a ƌĞƉŽƌƚŝŶĚŝĐĂƟŶŐŶŽƐĂůĞƐǁĞƌĞŵĂĚĞͿ͘

dŚĞZĞƉŽƌƚŵƵƐƚĐŽŶƚĂŝŶƚŚĞĨŽůůŽǁŝŶŐĮĞůĚƐ͗
x WĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJEĂŵĞ;Ğ͘Ő͕͘ŝƚLJŽĨ^ƚĂƉůĞƐ,ŝŐŚǁĂLJĞƉĂƌƚŵĞŶƚͿ͖












 

100124-ORA

v052824 8

x WĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJWŚLJƐŝĐĂů^ƚƌĞĞƚĚĚƌĞƐƐ͖
x WĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJŝƚLJ͖
x WĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJ^ƚĂƚĞͬWƌŽǀŝŶĐĞ͖
x WĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJŝƉͬWŽƐƚĂůŽĚĞ͖
x ^ŽƵƌĐĞǁĞůůWĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJĐĐŽƵŶƚEƵŵďĞƌ͖
x dƌĂŶƐĂĐƟŽŶĞƐĐƌŝƉƟŽŶ͖
x dƌĂŶƐĂĐƟŽŶWƵƌĐŚĂƐĞĚWƌŝĐĞ͖
x ^ŽƵƌĐĞǁĞůůĚŵŝŶŝƐƚƌĂƟǀĞ&ĞĞƉƉůŝĞĚ͖ĂŶĚ
x ĂƚĞdƌĂŶƐĂĐƟŽŶǁĂƐŝŶǀŽŝĐĞĚͬƐĂůĞǁĂƐƌĞĐŽŐŶŝnjĞĚĂƐƌĞǀĞŶƵĞďLJ^ƵƉƉůŝĞƌ ͘

/ĨĐŽůůĞĐƚĞĚďLJ^ƵƉƉůŝĞƌ͕ƚŚĞZĞƉŽƌƚŵĂLJŝŶĐůƵĚĞƚŚĞĨŽůůŽǁŝŶŐĮĞůĚƐĂƐĂǀĂŝůĂďůĞ͗ x WĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJŽŶƚĂĐƚEĂŵĞ͖
x WĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJŽŶƚĂĐƚ
ŵĂŝůĚĚƌĞƐƐ͖
x WĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJŽŶƚĂĐƚdĞůĞƉŚŽŶĞEƵŵďĞƌ͖

7) ĚŵŝŶŝƐƚƌĂƟǀĞ&ĞĞ͘ /ŶĐŽŶƐŝĚĞƌĂƟŽŶĨŽƌƚŚĞƐƵƉƉŽƌƚĂŶĚƐĞƌǀŝĐĞƐƉƌŽǀŝĚĞĚďLJ^ŽƵƌĐĞǁĞůů͕^ƵƉƉůŝĞƌ ǁŝůůƉĂLJĂŶĚŵŝŶŝƐƚƌĂƟǀĞ&ĞĞƚŽ^ŽƵƌĐĞǁĞůůŽŶĂůůĐŽŵƉůĞƚĞĚƚƌĂŶƐĂĐƟŽŶƐƚŽWĂƌƟĐŝƉĂƟŶŐ ŶƟƟĞƐ
ƵƟůŝnjŝŶŐƚŚŝƐŐƌĞĞŵĞŶƚ͘^ƵƉƉůŝĞƌǁŝůůŝŶĐůƵĚĞŝƚƐĚŵŝŶŝƐƚƌĂƟǀĞ&ĞĞǁŝƚŚin its proposed pricing. ^ƵƉƉůŝĞƌŵĂLJŶŽƚĚŝƌĞĐƚůLJĐŚĂƌŐĞWĂƌƟĐŝƉĂƟŶŐ
ŶƟƟĞƐƚŽŽīƐĞƚƚŚĞĚŵŝŶŝƐƚƌĂƟǀĞ&ĞĞ͘

ϴͿ &ĞĞĂůĐƵůĂƟŽŶ͘ ^ƵƉƉůŝĞƌ͛ƐĚŵŝŶŝƐƚƌĂƟǀĞ&ĞĞƉĂLJĂďůĞƚŽ^ŽƵƌĐĞǁĞůůǁŝůůďĞĐĂůĐƵůĂƚĞĚĂƐĂƐƚĂƚĞĚ ƉĞƌĐĞŶƚĂŐĞ;ůŝƐƚĞĚŝŶ^ƵƉƉůŝĞƌ͛ƐWƌŽƉŽƐĂůͿŽĨĂůůĐŽŵƉůĞƚĞĚƚƌĂŶƐĂĐƟŽŶƐƵƟůŝnjŝŶŐƚŚŝƐDĂƐƚĞƌ ŐƌĞĞŵĞŶƚǁŝƚŚŝŶƚŚĞƉƌĞĐĞĚŝŶŐZĞƉŽƌƟŶŐWĞƌŝŽĚ͘&ŽƌĐĞƌƚĂŝŶĐĂƚĞŐŽƌŝĞƐ͕ĂŇĂƚĨĞĞŵĂLJďĞ ƉƌŽƉŽƐĞĚ͘dŚĞĚŵŝŶŝƐƚƌĂƟǀĞ&ĞĞǁŝůůďĞƐƚĂƚĞĚŝŶ^ƵƉƉůŝĞƌ͛ƐWƌŽƉŽƐĂů͘

9) &ĞĞZĞŵŝƩĂŶĐĞ͘ ^ƵƉƉůŝĞƌǁŝůůƌĞŵŝƚĨĞĞƚŽ^ŽƵƌĐĞǁĞůůŶŽůĂƚĞƌƚŚĂŶϰϱĐĂůĞŶĚĂƌĚĂLJƐĂŌĞƌƚŚĞĐůŽƐĞ ŽĨƚŚĞƉƌĞĐĞĚŝŶŐĐĂůĞŶĚĂƌƋƵĂƌƚĞƌŝŶĐŽŶũƵŶĐƟŽŶǁŝƚŚ^ƵƉƉůŝĞƌ͛ƐZĞƉŽƌƟŶŐWĞƌŝŽĚŽďůŝŐĂƟŽŶƐ ĚĞĮŶĞĚŚĞƌĞŝŶ͘WĂLJŵĞŶƚƐƐŚŽƵůĚŶŽƚĞƚŚĞ^ƵƉƉůŝĞƌ͛ƐŶĂŵĞĂŶĚ^ŽƵƌĐĞǁĞůů-assigned Agreement ŶƵŵďĞƌŝŶƚŚĞŵĞŵŽ͖ĂŶĚŵƵƐƚďĞĞŝƚŚĞƌŵĂŝůĞĚƚŽ^ŽƵƌĐĞǁĞůůĂďŽǀĞ͞ƩŶ͗ĐĐŽƵŶƚƐZĞĐĞŝǀĂďůĞ͟Žƌ ƌĞŵŝƩĞĚĞůĞĐƚƌŽŶŝĐĂůůLJƚŽ^ŽƵƌĐĞǁĞůů͛ƐďĂŶŬŝŶŐŝŶƐƟƚƵƟŽŶƉĞƌ^ŽƵƌĐĞǁĞůů͛Ɛ&ŝŶĂŶĐĞĚĞƉĂƌƚŵĞŶƚ ŝŶƐƚƌƵĐƟŽŶƐ͘

10) EŽŶĐŽŵƉůŝĂŶĐĞ͘ ^ŽƵƌĐĞǁĞůůƌĞƐĞƌǀĞƐƚŚĞƌŝŐŚƚƚŽƐĞĞŬĂůůƌĞŵĞĚŝĞƐĂǀĂŝůĂďůĞĂƚůĂǁĨŽƌƵŶƉĂŝĚŽƌ ƵŶĚĞƌƉĂŝĚĚŵŝŶŝƐƚƌĂƟǀĞ&ĞĞƐĚƵĞƵŶĚĞƌƚŚŝƐŐƌĞĞŵĞŶƚ͘&ĂŝůƵƌĞƚŽƌĞŵŝƚƉĂLJŵĞŶƚ͕ĚĞůŝŶƋƵĞŶƚ ƉĂLJŵĞŶƚƐ͕ƵŶĚĞƌƉĂLJŵĞŶƚƐ͕ŽƌŽƚŚĞƌĚĞǀŝĂƟŽŶƐĨƌŽŵƚŚĞƌĞƋƵŝƌĞŵĞŶƚƐŽĨƚŚŝƐŐƌĞĞment may be ĚĞĞŵĞĚĂŵĂƚĞƌŝĂůďƌĞĂĐŚĂŶĚŵĂLJƌĞƐƵůƚŝŶĐĂŶĐĞůůĂƟŽŶŽĨƚŚŝƐŐƌĞĞŵĞŶƚĂŶĚĚŝƐďĂƌŵĞŶƚĨƌŽŵ ĨƵƚƵƌĞŐƌĞĞŵĞŶƚƐ͘

11) ƵĚŝƚZĞƋƵŝƌĞŵĞŶƚƐ͘ Pursuant to Minn. Stat. § ϭϲ͘Ϭϱ͕ƐƵďĚŝǀŝƐŝŽŶϱ͕ƚŚĞŬƐ͕ƌĞĐŽƌĚƐ͕ ĚŽĐƵŵĞŶƚƐ͕ĂŶĚĂĐĐŽƵŶƟŶŐƉƌŽĐĞĚƵƌĞƐĂŶĚƉƌĂĐƟĐĞƐƌĞůĞǀĂŶƚƚŽƚŚŝƐŐƌĞĞŵĞŶƚĂƌĞƐƵďũĞĐƚƚŽ ĞdžĂŵŝŶĂƟŽŶďLJ^ŽƵƌĐĞǁĞůůĂŶĚƚŚĞDŝŶŶĞƐŽƚĂ^ƚĂƚĞƵĚŝƚŽƌĨŽƌĂŵŝŶŝŵƵŵŽĨƐŝdžLJĞĂƌƐĨƌŽŵƚŚĞĞŶĚ ŽĨƚŚŝƐŐƌĞĞŵĞŶƚ͘^ƵƉƉůŝĞƌĂŐƌĞĞƐƚŽĨƵůůLJĐŽŽƉĞƌĂƚĞǁŝƚŚ^ŽƵƌĐĞǁĞůůŝŶĂƵĚŝƟŶŐƚƌĂŶƐĂĐƟŽŶƐƵŶĚĞƌ ƚŚŝƐŐƌĞĞŵĞŶƚƚŽĞŶƐƵƌĞĐŽŵƉůŝĂŶĐĞǁŝƚŚƉƌŝĐŝŶŐƚĞƌŵƐ͕ĐŽƌƌĞĐƚĐĂůĐƵůĂƟŽŶĂŶĚƌĞŵŝƩĂŶĐĞŽĨ ĚŵŝŶŝƐƚƌĂƟǀĞ&ĞĞƐ͕ĂŶĚǀĞƌŝĮĐĂƟŽŶ ŽĨƚƌĂŶƐĂĐƟŽŶƐĂƐŵĂLJďĞƌĞƋƵĞƐƚĞĚďLJĂWĂƌƟĐŝƉĂƟŶŐ ŶƟƚLJŽƌ
Sourcewell.













 

100124-ORA

v052824 9

12) ƐƐŝŐŶŵĞŶƚ͕dƌĂŶƐĨĞƌ͕ĂŶĚĚŵŝŶŝƐƚƌĂƟǀĞŚĂŶŐĞƐ͘^ƵƉƉůŝĞƌŵĂLJŶŽƚĂƐƐŝŐŶŽƌŽƚŚĞƌǁŝƐĞƚƌĂŶƐĨĞƌŝƚƐ ƌŝŐŚƚƐŽƌŽďůŝŐĂƟŽŶƐƵŶĚĞƌƚŚŝƐŐƌĞĞŵĞŶƚǁŝƚŚŽƵƚƚŚĞƉƌŝŽƌǁƌŝƩĞŶĐŽŶƐĞŶƚŽĨ^ŽƵƌĐĞǁĞůů͘^ƵĐŚ consent will not be unreasonably withheld. Sourcewell reserves the right to unilaterally assign all or ƉŽƌƟŽŶƐŽĨƚŚŝƐŐƌĞĞŵĞŶƚǁŝƚŚŝŶŝƚƐƐŽůĞĚŝƐĐƌĞƟŽŶƚŽĂĚĚƌĞƐƐĐŽƌƉŽƌĂƚĞƌĞƐƚƌƵĐƚƵƌŝŶŐƐ͕ŵĞƌŐĞƌƐ͕ ĂĐƋƵŝƐŝƟŽŶƐ͕ŽƌŽƚŚĞƌĐŚĂŶŐĞƐƚŽƚŚĞZĞƐƉŽŶƐŝďůĞWĂƌƚLJĂŶĚŶĂŵĞĚŝŶƚŚĞŐƌĞĞŵĞŶƚ͘ŶLJƉƌŽŚŝďŝƚĞĚ assignment is ŝŶǀĂůŝĚ͘hƉŽŶƌĞƋƵĞƐƚ^ŽƵƌĐĞǁĞůůŵĂLJŵĂŬĞĂĚŵŝŶŝƐƚƌĂƟǀĞĐŚĂŶŐĞƐƚŽĂŐƌĞĞŵĞŶƚ ĚŽĐƵŵĞŶƚĂƟŽŶƐƵĐŚĂƐŶĂŵĞĐŚĂŶŐĞƐ͕ĂĚĚƌĞƐƐĐŚĂŶŐĞƐ͕ĂŶĚŽƚŚĞƌŶŽŶ-material updates as ĚĞƚĞƌŵŝŶĞĚǁŝƚŚŝŶŝƚƐƐŽůĞĚŝƐĐƌĞƟŽŶ͘

13) ŵĞŶĚŵĞŶƚƐ͘ ŶLJŵĂƚĞƌŝĂůĐŚĂŶŐĞƚŽƚŚŝƐŐƌĞĞŵĞŶƚŵƵƐƚďĞĞdžĞĐƵƚĞĚŝŶǁƌŝƟŶŐƚŚƌŽƵŐŚĂŶ ĂŵĞŶĚŵĞŶƚĂŶĚǁŝůůŶŽƚďĞĞīĞĐƟǀĞƵŶƟůŝƚŚĂƐďĞĞŶĚƵůLJĞdžĞĐƵƚĞĚďLJƚŚĞƉĂƌƟĞƐ͘

14) tĂŝǀĞƌ͘ &ĂŝůƵƌĞďLJ^ŽƵƌĐĞǁĞůůƚŽĞŶĨŽƌĐĞĂŶLJƌŝŐŚƚƵŶĚĞƌƚŚŝƐŐƌĞĞŵĞŶƚǁŝůůŶŽƚďĞĚĞĞŵĞĚĂǁĂŝǀĞƌ ŽĨƐƵĐŚƌŝŐŚƚŝŶƚŚĞĞǀĞŶƚŽĨƚŚĞĐŽŶƟŶƵĂƟŽŶŽƌƌĞƉĞƟƟŽŶŽĨƚŚĞĐŝƌĐƵŵƐƚĂŶĐĞƐŐŝǀŝŶŐƌŝƐĞƚŽƐƵĐŚ right.

15) ŽŵƉůĞƚĞŐƌĞĞŵĞŶƚ͘ dŚŝƐŐƌĞĞŵĞŶƚƌĞƉƌĞƐĞŶƚƐƚŚĞĐŽŵƉůĞƚĞĂŐƌĞĞŵĞŶƚďĞƚǁĞĞŶƚŚĞƉĂƌƟĞƐĨŽƌ ƚŚĞƐĐŽƉĞĂƐĚĞĮŶĞĚŚĞƌĞŝŶ͘^ƵƉƉůŝĞƌĂŶĚ^ŽƵƌĐĞǁĞůůŵĂLJĞŶƚĞƌŝŶƚŽƐĞƉĂƌĂƚĞǁƌŝƩĞŶĂŐƌĞĞŵĞŶƚƐ ƌĞůĂƟŶŐƐƉĞĐŝĮĐĂůůLJƚŽƚƌĂŶƐĂĐƟŽŶƐŽƵƚƐŝĚĞŽĨƚŚĞƐĐŽƉĞŽĨƚŚŝƐŐƌĞĞŵĞŶƚ͘

16) ZĞůĂƟŽŶƐŚŝƉŽĨ^ŽƵƌĐĞǁĞůůĂŶĚ^ƵƉƉůŝĞƌ͘ This Agreement does not create a partnership, joint ǀĞŶƚƵƌĞ͕ŽƌĂŶLJŽƚŚĞƌƌĞůĂƟŽŶƐŚŝƉƐƵĐŚĂƐĞŵƉůŽLJĞĞ͕ŝŶĚĞƉĞŶĚĞŶƚĐŽŶƚƌĂĐƚŽƌ͕ŵĂƐƚĞƌ-servant, or principal-agent.

17) /ŶĚĞŵŶŝĮĐĂƟŽŶ͘ ^ƵƉƉůŝĞƌŵƵƐƚŝŶĚĞŵŶŝĨLJ͕ĚĞĨĞŶĚ͕ƐĂǀĞ͕ĂŶĚŚŽůĚ^ŽƵƌĐĞǁĞůů͕ŝŶĐůƵĚŝŶŐƚŚĞŝƌĂŐĞŶƚƐ ĂŶĚĞŵƉůŽLJĞĞƐ͕ŚĂƌŵůĞƐƐĨƌŽŵĂŶLJĐůĂŝŵƐŽƌĐĂƵƐĞƐŽĨĂĐƟŽŶ͕ŝŶĐůƵĚŝŶŐĂƩŽƌŶĞLJƐ͛ĨĞĞƐŝŶĐƵƌƌĞĚďLJ ^ŽƵƌĐĞǁĞůů͕ĂƌŝƐŝŶŐŽƵƚŽĨĂŶLJŶĞŐůŝŐĞŶƚĂĐƚŽƌŽŵŝƐƐŝŽŶŽƌĂŶLJĂĐƚŽƌŽŵŝƐƐŝŽŶĐŽŶƐƟƚƵƟŶŐǁŝůůĨƵů ŵŝƐĐŽŶĚƵĐƚŝŶƚŚĞƉĞƌĨŽƌŵĂŶĐĞŽĨƚŚŝƐŐƌĞĞŵĞŶƚďLJƚŚĞ^ƵƉƉůŝĞƌŽƌŝƚƐĂŐĞŶƚƐŽƌĞŵƉůŽLJĞĞƐ͖ƚŚŝƐ ŝŶĚĞŵŶŝĮĐĂƟŽŶŝŶĐůƵĚĞƐŝŶũƵƌLJŽƌĚĞĂƚŚƚŽƉĞƌƐŽŶ;ƐͿŽƌƉƌŽƉĞƌƚLJĂůůĞŐĞĚƚŽŚĂǀĞďĞĞŶĐĂƵƐĞĚďLJ ƐŽŵĞĚĞĨĞĐƚŝŶĚĞƐŝŐŶ͕ĐŽŶĚŝƟŽŶ͕ŽƌƉĞƌĨŽƌŵĂŶĐĞŽĨ/ŶĐůƵĚĞĚ^ŽůƵƟŽŶƐƵŶĚĞƌƚŚŝƐŐƌĞĞŵĞŶƚ͘ ^ŽƵƌĐĞǁĞůů͛ƐƌĞƐƉŽŶƐŝďŝůŝƚLJǁŝůůďĞŐŽǀĞƌŶĞĚďLJƚŚĞ^ƚĂƚĞŽĨDŝŶŶĞƐŽƚĂ͛ƐdŽƌƚ>ŝĂďŝůŝƚLJĐƚ;DŝŶŶĞƐŽƚĂ Statutes Chapter 466) and other applicable law.

ϭϴͿ ĂƚĂWƌĂĐƟĐĞƐ͘ ^ƵƉƉůŝĞƌĂŶĚ^ŽƵƌĐĞǁĞůůĂĐŬŶŽǁůĞĚŐĞ^ŽƵƌĐĞǁĞůůŝƐƐƵďũĞĐƚƚŽƚŚĞDŝŶŶĞƐŽƚĂ 'ŽǀĞƌŶŵĞŶƚĂƚĂWƌĂĐƟĐĞƐĐƚ͕DŝŶŶĞƐŽƚĂ^ƚĂƚƵƚĞƐŚĂƉƚĞƌϭϯ͘ƐŝƚĂƉƉůŝĞƐƚŽĂůůĚĂƚĂĐƌĞĂƚĞĚĂŶĚ ŵĂŝŶƚĂŝŶĞĚŝŶƉĞƌĨŽƌŵĂŶĐĞŽĨƚŚŝƐŐƌĞĞŵĞŶƚ͕^ƵƉƉůŝĞƌŵĂLJďĞƐƵďũĞĐƚƚŽƚŚĞƌĞƋƵŝƌĞŵĞŶƚƐŽĨƚŚŝƐ chapter.

19) 'ƌĂŶƚŽĨ>ŝĐĞŶƐĞ͘
a) ƵƌŝŶŐƚŚĞƚĞƌŵŽĨƚŚŝƐŐƌĞĞŵĞŶƚ͗
i) ^ƵƉƉůŝĞƌWƌŽŵŽƟŽŶ͘
Sourcewell grants to Supplier a royalty-ĨƌĞĞ͕ǁŽƌůĚǁŝĚĞ͕ŶŽŶ-exclusive ƌŝŐŚƚĂŶĚůŝĐĞŶƐĞƚŽƵƐĞƚŚĞƚƌĂĚĞŵĂƌŬ;ƐͿƉƌŽǀŝĚĞĚƚŽ^ƵƉƉůŝĞƌďLJ^ŽƵƌĐĞǁĞůůŝŶĂĚǀĞƌƟƐŝŶŐ͕ ƉƌŽŵŽƟŽŶĂůŵĂƚĞƌŝĂůƐ͕ĂŶĚŝŶĨŽƌŵĂƟŽŶĂůƐŝƚĞƐĨŽƌƚŚĞƉƵƌƉŽƐĞŽĨŵĂƌŬĞƟŶŐ^ŽƵƌĐĞǁĞůů͛Ɛ Agreement with Supplier.

ii) ^ŽƵƌĐĞǁĞůůWƌŽŵŽƟŽŶ͘ Supplier grants to Sourcewell a royalty-ĨƌĞĞ͕ǁŽƌůĚǁŝĚĞ͕ŶŽŶ- ĞdžĐůƵƐŝǀĞƌŝŐŚƚĂŶĚůŝĐĞŶƐĞƚŽƵƐĞ^ƵƉƉůŝĞƌ͛ƐƚƌĂĚĞŵĂƌŬƐŝŶĂĚǀĞƌƟƐŝŶŐ͕ƉƌŽŵŽƟŽŶĂů 











 

100124-ORA

v052824 10

ŵĂƚĞƌŝĂůƐ͕ĂŶĚŝŶĨŽƌŵĂƟŽŶĂůƐŝƚĞƐĨŽƌƚŚĞƉƵƌƉŽƐĞŽĨŵĂƌŬĞƟŶŐ^ƵƉƉůŝĞƌ͛ƐŐƌĞĞŵĞŶƚǁŝƚŚ Sourcewell.

b) >ŝŵŝƚĞĚZŝŐŚƚŽĨ^ƵďůŝĐĞŶƐĞ͘ dŚĞƌŝŐŚƚĂŶĚůŝĐĞŶƐĞŐƌĂŶƚĞĚŚĞƌĞŝŶŝŶĐůƵĚĞƐĂůŝŵŝƚĞĚƌŝŐŚƚŽĨĞĂĐŚ ƉĂƌƚLJƚŽŐƌĂŶƚƐƵďůŝĐĞŶƐĞƐƚŽƚŚĞŝƌƌĞƐƉĞĐƟǀĞƐƵďƐŝĚŝĂƌŝĞƐ͕ĚŝƐƚƌŝďƵƚŽƌƐ͕ĚĞĂůĞƌƐ͕ƌĞƐĞůůĞƌƐ͕ ŵĂƌŬĞƟŶŐƌĞƉƌĞƐĞŶƚĂƟǀĞƐ͕ƉĂƌƚŶĞƌƐ͕ŽƌĂŐĞŶƚƐ;ĐŽůůĞĐƟǀĞůLJ͞WĞƌŵŝƩĞĚ^ƵďůŝĐĞŶƐĞĞƐ͟ͿŝŶ ĂĚǀĞƌƟƐŝŶŐ͕ƉƌŽŵŽƟŽŶĂů͕ŽƌŝŶĨŽƌŵĂƟŽŶĂůŵĂƚĞƌŝĂůƐĨŽƌƚŚĞƉƵƌƉŽƐĞŽĨŵĂƌŬĞƟŶŐƚŚĞWĂƌƟĞƐ͛ ƌĞůĂƟŽŶƐŚŝƉ͘ŶLJƐƵďůŝĐĞŶƐĞŐƌĂŶƚĞĚǁŝůůďĞƐƵďũĞĐƚƚŽƚŚĞƚĞƌŵƐĂŶĚĐŽŶĚŝƟŽŶƐŽĨƚŚŝƐƌƟĐůĞ͘

ĂĐŚƉĂƌƚLJǁŝůůďĞƌĞƐƉŽŶƐŝďůĞĨŽƌĂŶLJďƌĞĂĐŚŽĨƚŚŝƐƐĞĐƟŽŶďLJĂŶLJŽĨƚŚĞŝƌƌĞƐƉĞĐƟǀĞ sublicensees.

c) hƐĞ͖YƵĂůŝƚLJŽŶƚƌŽů͘
i) EĞŝƚŚĞƌƉĂƌƚLJŵĂLJĂůƚĞƌƚŚĞŽƚŚĞƌƉĂƌƚLJ͛ƐƚƌĂĚĞŵĂƌŬƐĨƌŽŵƚŚĞĨŽƌŵƉƌŽǀŝĚĞĚĂŶĚŵƵƐƚ ĐŽŵƉůLJǁŝƚŚƌĞŵŽǀĂůƌĞƋƵĞƐƚƐĂƐƚŽƐƉĞĐŝĮĐƵƐĞƐŽĨŝƚƐƚƌĂĚĞŵĂƌŬƐŽƌůŽŐŽƐ͘

ii)
ĂĐŚƉĂƌƚLJĂŐƌĞĞƐƚŽƵƐĞ͕ĂŶĚƚŽĐĂƵƐĞŝƚƐWĞƌŵŝƩĞĚ^ƵďůŝĐĞŶƐĞĞƐƚŽƵƐĞ͕ƚŚĞŽƚŚĞƌƉĂƌƚLJ͛Ɛ ƚƌĂĚĞŵĂƌŬƐŽŶůLJŝŶŐŽŽĚĨĂŝƚŚĂŶĚŝŶĂĚŝŐŶŝĮĞĚŵĂŶŶĞƌĐŽŶƐŝƐƚĞŶƚǁŝƚŚƐƵĐŚƉĂƌƚLJ͛ƐƵƐĞŽĨ ƚŚĞƚƌĂĚĞŵĂƌŬƐ͘
ĂĐŚƉĂƌƚLJŵĂLJŵĂŬĞǁƌŝƩĞŶŶŽƟĐĞƚŽƚŚĞŽƚŚĞƌƌĞŐĂƌĚŝŶg misuse under ƚŚŝƐƐĞĐƟŽŶ͘dŚĞŽīĞŶĚŝŶŐƉĂƌƚLJǁŝůůŚĂǀĞϯϬĚĂLJƐŽĨƚŚĞĚĂƚĞŽĨƚŚĞǁƌŝƩĞŶŶŽƟĐĞƚŽĐƵƌĞ ƚŚĞŝƐƐƵĞŽƌƚŚĞůŝĐĞŶƐĞͬƐƵďůŝĐĞŶƐĞǁŝůůďĞƚĞƌŵŝŶĂƚĞĚ͘

d) dĞƌŵŝŶĂƟŽŶ͘ hƉŽŶƚŚĞƚĞƌŵŝŶĂƟŽŶŽĨƚŚŝƐŐƌĞĞŵĞŶƚĨŽƌĂŶLJƌĞĂƐŽŶ͕ĞĂĐŚƉĂƌƚLJ͕ŝŶĐůƵĚŝŶŐ WĞƌŵŝƩĞĚ^ƵďůŝĐĞŶƐĞĞƐ͕ǁŝůůŚĂǀĞϯϬĚĂLJƐƚŽƌĞŵŽǀĞĂůůdƌĂĚĞŵĂƌŬƐĨƌŽŵƐŝŐŶĂŐĞ͕ǁĞďƐŝƚĞƐ͕ĂŶĚ ƚŚĞůŝŬĞďĞĂƌŝŶŐƚŚĞŽƚŚĞƌƉĂƌƚLJ͛ƐŶĂŵĞŽƌůŽŐŽ;ĞdžĐĞƉƟŶŐ^ŽƵƌĐĞǁĞůů͛ƐƉƌĞ-printed ĐĂƚĂůŽŐŽĨ ƐƵƉƉůŝĞƌƐǁŚŝĐŚŵĂLJďĞƵƐĞĚƵŶƟůƚŚĞŶĞdžƚƉƌŝŶƟŶŐͿ͘^ƵƉƉůŝĞƌŵƵƐƚƌĞƚƵƌŶĂůůŵĂƌŬĞƟŶŐĂŶĚ ƉƌŽŵŽƟŽŶĂůŵĂƚĞƌŝĂůƐ͕ŝŶĐůƵĚŝŶŐƐŝŐŶĂŐĞ͕ƉƌŽǀŝĚĞĚďLJ^ŽƵƌĐĞǁĞůů͕ŽƌĚŝƐƉŽƐĞŽĨŝƚĂĐĐŽƌĚŝŶŐƚŽ ^ŽƵƌĐĞǁĞůů͛ƐǁƌŝƩĞŶĚŝƌĞĐƟŽŶƐ͘

20) sĞŶƵĞĂŶĚ'ŽǀĞƌŶŝŶŐůĂǁďĞƚǁĞĞŶ^ŽƵƌĐĞǁĞůůĂŶĚ^ƵƉƉůŝĞƌKŶůLJ͘ dŚĞƐƵďƐƚĂŶƟǀĞĂŶĚƉƌŽĐĞĚƵƌĂů ůĂǁƐŽĨƚŚĞ^ƚĂƚĞŽĨDŝŶŶĞƐŽƚĂǁŝůůŐŽǀĞƌŶƚŚŝƐŐƌĞĞŵĞŶƚďĞƚǁĞĞŶ^ŽƵƌĐĞǁĞůůĂŶĚ^ƵƉƉůŝĞƌ ͘sĞŶƵĞ ĨŽƌĂůůůĞŐĂůƉƌŽĐĞĞĚŝŶŐƐĂƌŝƐŝŶŐŽƵƚŽĨƚŚŝƐŐƌĞĞŵĞŶƚďĞƚǁĞĞŶ^ŽƵƌĐĞǁĞůůĂŶĚ^ƵƉƉůŝĞƌǁŝůůďĞŝŶ ĐŽƵƌƚŽĨĐŽŵƉĞƚĞŶƚũƵƌŝƐĚŝĐƟŽŶǁŝƚŚŝŶƚŚĞ^ƚĂƚĞŽĨDŝŶŶĞƐŽƚĂ͘dŚŝƐƐĞĐƟŽŶĚŽĞƐŶŽƚĂƉƉůLJƚŽĂŶLJ ĚŝƐƉƵƚĞďĞƚǁĞĞŶ^ƵƉƉůŝĞƌĂŶĚWĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJ͘dŚŝƐŐƌĞĞŵĞŶƚƌĞƐĞƌǀĞƐƚŚĞƌŝŐŚƚĨŽƌ^ƵƉƉůŝĞƌĂŶĚ WĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJƚŽŶĞŐŽƟĂƚĞƚŚŝƐƚĞƌŵƚŽǁŝƚŚŝŶĂŶLJƚƌĂŶƐĂĐƟŽŶĚŽĐƵŵĞŶƚƐ͘

21) ^ĞǀĞƌĂďŝůŝƚLJ͘ /ĨĂŶLJƉƌŽǀŝƐŝŽŶŽĨƚŚŝƐŐƌĞĞŵĞŶƚŝƐĨŽƵŶĚďLJĂĐŽƵƌƚŽĨĐŽŵƉĞƚĞŶƚũƵƌŝƐĚŝĐƟŽŶƚŽďĞ ŝůůĞŐĂů͕ƵŶĞŶĨŽƌĐĞĂďůĞ͕ŽƌǀŽŝĚƚŚĞŶďŽƚŚƉĂƌƟĞƐǁŝůůďĞƌĞůŝĞǀĞĚĨƌŽŵĂůůŽďůŝŐĂƟŽŶƐĂƌŝƐŝŶŐĨƌŽŵƚŚĂƚ ƉƌŽǀŝƐŝŽŶ͘/ĨƚŚĞƌĞŵĂŝŶĚĞƌŽĨƚŚŝƐŐƌĞĞŵĞŶƚŝƐĐĂƉĂďůĞŽĨďĞŝŶŐƉĞƌĨŽƌŵĞĚ͕ŝƚǁŝůůŶŽƚďĞĂīĞĐƚĞĚ ďLJƐƵĐŚĚĞƚĞƌŵŝŶĂƟŽŶŽƌĮŶĚŝŶŐĂŶĚŵƵƐƚďĞĨƵůůLJƉĞƌĨŽƌŵĞĚ͘

22) /ŶƐƵƌĂŶĐĞŽǀĞƌĂŐĞ͘
At its own expense, Supplier must maintain valid insurance policy(ies) during ƚŚĞƉĞƌĨŽƌŵĂŶĐĞŽĨƚŚŝƐŐƌĞĞŵĞŶƚǁŝƚŚŝŶƐƵƌĂŶĐĞĐŽŵƉĂŶLJ;ŝĞƐͿůŝĐĞŶƐĞĚŽƌĂƵƚŚŽƌŝnjĞĚƚŽĚŽ ďƵƐŝŶĞƐƐŝŶƚŚĞ^ƚĂƚĞŽĨDŝŶŶĞƐŽƚĂŚĂǀŝŶŐĂŶ͞D
^d͟&ŝŶĂŶĐŝĂů^ƚƌĞŶŐƚŚƌĂƟŶŐŽĨ- ŽƌďĞƩĞƌ͕
ǁŝƚŚĐŽǀĞƌĂŐĞĂŶĚůŝŵŝƚƐŽĨŝŶƐƵƌĂŶĐĞŶŽƚůĞƐƐƚŚĂŶƚŚĞĨŽůůŽǁŝŶŐ͗

a) ŽŵŵĞƌĐŝĂů'ĞŶĞƌĂů>ŝĂďŝůŝƚLJ/ŶƐƵƌĂŶĐĞ͘ ^ƵƉƉůŝĞƌǁŝůůŵĂŝŶƚĂŝŶŝŶƐƵƌĂŶĐĞĐŽǀĞƌŝŶŐŝƚƐŽƉĞƌĂƟŽŶƐ͕ with coverage on an occurrence basis, and must be subject to terms no less broad than the /ŶƐƵƌĂŶĐĞ^ĞƌǀŝĐĞƐKĸĐĞ;͞/^K͟ͿŽŵŵĞƌĐŝĂů'ĞŶĞƌĂů>ŝĂďŝůŝƚLJ&Žƌŵ'ϬϬϬϭ;ϮϬϬϭŽƌŶĞǁĞƌ 











 

100124-ORA

v052824 11

ĞĚŝƟŽŶͿ͕ŽƌĞƋƵŝǀĂůĞŶƚ͘ƚĂŵŝŶŝŵƵŵ͕ĐŽǀĞƌĂŐĞŵƵƐƚŝŶĐůƵĚĞůŝĂďŝůŝƚLJĂƌŝƐŝŶŐĨƌŽŵƉƌĞŵŝƐĞƐ͕ ŽƉĞƌĂƟŽŶƐ͕ďŽĚŝůLJŝŶũƵƌLJĂŶĚƉƌŽƉĞƌƚLJĚĂŵĂŐĞ͕ŝŶĚĞƉĞŶĚĞŶƚĐŽŶƚƌĂĐƚŽƌƐ͕products-completed ŽƉĞƌĂƟŽŶƐincluding ĐŽŶƚƌĂĐƚƵĂůůŝĂďŝůŝƚLJ͕ďůĂŶŬĞƚĐŽŶƚƌĂĐƚƵĂůůŝĂďŝůŝƚLJ͕ĂŶĚƉĞƌƐŽŶĂůŝŶũƵƌLJĂŶĚ ĂĚǀĞƌƟƐŝŶŐŝŶũƵƌLJ͘ůůƌĞƋƵŝƌĞĚůŝŵŝƚƐ͕ƚĞƌŵƐĂŶĚĐŽŶĚŝƟŽŶƐŽĨĐŽǀĞƌĂŐĞŵƵƐƚďĞŵĂŝŶƚĂŝŶĞĚ ĚƵƌŝŶŐƚŚĞƚĞƌŵŽĨƚŚŝƐŐƌĞĞŵĞŶƚ͘
x Ψϭ͕ϱϬϬ͕ϬϬϬĞĂĐŚŽĐĐƵƌƌĞŶĐĞŽĚŝůLJ/ŶũƵƌLJĂŶĚWƌŽƉĞƌƚLJĂŵĂŐĞ x Ψϭ͕ϱϬϬ͕ϬϬϬWĞƌƐŽŶĂůĂŶĚĚǀĞƌƟƐŝŶŐ/ŶũƵƌLJ
x ΨϮ͕ϬϬϬ͕ϬϬϬĂŐŐƌĞŐĂƚĞĨŽƌƉƌŽĚƵĐƚƐůŝĂďŝůŝƚLJ-ĐŽŵƉůĞƚĞĚŽƉĞƌĂƟŽŶƐ x ΨϮ͕ϬϬϬ͕ϬϬϬŐĞŶĞƌĂůĂŐŐƌĞŐĂƚĞ

b) ĞƌƟĮĐĂƚĞƐŽĨ/ŶƐƵƌĂŶĐĞ͘ WƌŝŽƌƚŽĞdžĞĐƵƟŽŶŽĨƚŚŝƐŐƌĞĞŵĞŶƚ͕^ƵƉƉůŝĞƌŵƵƐƚĨƵƌŶŝƐŚƚŽ ^ŽƵƌĐĞǁĞůůĂĐĞƌƟĮĐĂƚĞŽĨŝŶƐƵƌĂŶĐĞ͕ĂƐĞǀŝĚĞŶĐĞŽĨƚŚĞŝŶƐƵƌĂŶĐĞƌĞƋƵŝƌĞĚƵŶĚĞƌƚŚŝƐ ŐƌĞĞŵĞŶƚ͘WƌŝŽƌƚŽĞdžƉŝƌĂƟŽŶŽĨƚŚĞƉŽůŝĐLJ;ŝĞƐͿ͕ƌZĞŶĞǁĂůĐĞƌƟĮĐĂƚĞƐŵƵƐƚďĞŵĂŝůĞĚƚŽ Sourcewell, 202 12th Street Northeast, P .O. Box 219, Staples, MN 56479 or provided to in an ĂůƚĞƌŶĂƟǀĞŵĂŶŶĞƌĂƐĚŝƌĞĐƚĞĚďLJ^ŽƵƌĐĞǁĞůů͘dŚĞĐĞƌƟĮĐĂƚĞƐŵƵƐƚďĞƐŝŐŶĞĚďLJĂƉĞƌƐŽŶ ĂƵƚŚŽƌŝnjĞĚďLJƚŚĞŝŶƐƵƌĞƌ;ƐͿƚŽďŝŶĚĐŽǀĞƌĂŐĞŽŶƚŚĞŝƌďĞŚĂůĨ͘&ĂŝůƵƌĞŽĨ^ƵƉƉůŝĞƌƚŽŵĂŝŶƚĂŝŶƚŚĞ ƌĞƋƵŝƌĞĚŝŶƐƵƌĂŶĐĞĂŶĚĚŽĐƵŵĞŶƚĂƟŽŶŵĂLJĐŽŶƐƟƚƵƚĞĂŵĂƚĞƌŝĂůďƌĞĂĐŚ͘

c) ĚĚŝƟŽŶĂů/ŶƐƵƌĞĚ
ŶĚŽƌƐĞŵĞŶƚĂŶĚWƌŝŵĂƌLJĂŶĚEŽŶ-ĐŽŶƚƌŝďƵƚŽƌLJ/ŶƐƵƌĂŶĐĞůĂƵƐĞ͘ Supplier ĂŐƌĞĞƐƚŽůŝƐƚ^ŽƵƌĐĞǁĞůů͕ŝŶĐůƵĚŝŶŐŝƚƐŽĸĐĞƌƐ͕ĂŐĞŶƚƐ͕ĂŶĚĞŵƉůŽLJĞĞƐ͕ĂƐĂŶĂĚĚŝƟŽŶĂůŝŶƐƵƌĞĚ under the Supplier’s commercial general liability insurance policy with respect to liability arising ŽƵƚŽĨĂĐƟǀŝƟĞƐ͕͞ŽƉĞƌĂƟŽŶƐ͕͟Žƌ͞ǁŽƌŬ͟ƉĞƌĨŽƌŵĞĚďLJŽƌŽŶďĞŚĂůĨŽĨ^ƵƉƉůŝĞƌ͕ĂŶĚƉƌŽĚƵĐƚƐ ĂŶĚĐŽŵƉůĞƚĞĚŽƉĞƌĂƟŽŶƐŽĨ^ƵƉƉůŝĞƌ͘ dŚĞƉŽůŝĐLJƉƌŽǀŝƐŝŽŶ;ƐͿŽƌĞŶĚŽƌƐĞŵĞŶƚ;ƐͿŵƵƐƚĨƵƌƚŚĞƌ provide that coverage is primary and not excess over or contributory with any other valid, ĂƉƉůŝĐĂďůĞ͕ĂŶĚĐŽůůĞĐƟďůĞŝŶƐƵƌĂŶĐĞŽƌƐĞůĨ-ŝŶƐƵƌĂŶĐĞŝŶĨŽƌĐĞĨŽƌƚŚĞĂĚĚŝƟŽŶĂůŝŶƐƵƌĞĚƐ͘

d) tĂŝǀĞƌŽĨ^ƵďƌŽŐĂƟŽŶ͘ ^ƵƉƉůŝĞƌǁĂŝǀĞƐĂŶĚŵƵƐƚƌĞƋƵŝƌĞ;ďLJĞŶĚŽƌƐĞŵĞŶƚŽƌŽƚŚĞƌǁŝƐĞͿĂůůŝƚƐ ŝŶƐƵƌĞƌƐƚŽǁĂŝǀĞƐƵďƌŽŐĂƟŽŶƌŝŐŚƚƐĂŐĂŝŶƐƚ^ŽƵƌĐĞǁĞůůĂŶĚŽƚŚĞƌĂĚĚŝƟŽŶĂůŝŶƐƵƌĞĚƐĨŽƌůŽƐƐĞƐ ƉĂŝĚƵŶĚĞƌƚŚĞŝŶƐƵƌĂŶĐĞƉŽůŝĐŝĞƐƌĞƋƵŝƌĞĚďLJƚŚŝƐŐƌĞĞŵĞŶƚŽƌŽƚŚĞƌŝŶƐƵƌĂŶĐĞĂƉƉůŝĐĂble to ƚŚĞ^ƵƉƉůŝĞƌŽƌŝƚƐƐƵďĐŽŶƚƌĂĐƚŽƌƐ͘dŚĞǁĂŝǀĞƌŵƵƐƚĂƉƉůLJƚŽĂůůĚĞĚƵĐƟďůĞƐĂŶĚͬŽƌƐĞůĨ-insured ƌĞƚĞŶƟŽŶƐĂƉƉůŝĐĂďůĞƚŽƚŚĞƌĞƋƵŝƌĞĚŽƌĂŶLJŽƚŚĞƌŝŶƐƵƌĂŶĐĞŵĂŝŶƚĂŝŶĞĚďLJƚŚĞ^ƵƉƉůŝĞƌŽƌŝƚƐ ƐƵďĐŽŶƚƌĂĐƚŽƌƐ͘tŚĞƌĞƉĞƌŵŝƩĞĚďLJůĂǁ͕^ƵƉƉůŝĞƌŵƵƐƚƌĞƋƵŝƌĞƐŝŵŝůĂƌǁƌŝƩĞŶĞdžƉƌĞƐƐǁĂŝǀĞƌƐ ŽĨƐƵďƌŽŐĂƟŽŶĂŶĚŝŶƐƵƌĂŶĐĞĐůĂƵƐĞƐĨƌŽŵĞĂĐŚŽĨŝƚƐƐƵďĐŽŶƚƌĂĐƚŽƌƐ͘

e) hŵďƌĞůůĂͬ
džĐĞƐƐ>ŝĂďŝůŝƚLJͬ^
>&-/E^hZ
Z
d
Ed/KE͘ dŚĞůŝŵŝƚƐƌĞƋƵŝƌĞĚďLJƚŚŝƐŐƌĞĞŵĞŶƚĐĂŶ
ďĞŵĞƚďLJĞŝƚŚĞƌƉƌŽǀŝĚŝŶŐĂƉƌŝŵĂƌLJƉŽůŝĐLJŽƌŝŶĐŽŵďŝŶĂƟŽŶǁŝƚŚƵŵďƌĞůůĂͬĞdžĐĞƐƐůŝĂďŝůŝƚLJ ƉŽůŝĐLJ;ŝĞƐͿ͕ŽƌƐĞůĨ-ŝŶƐƵƌĞĚƌĞƚĞŶƟŽŶ͘

23) dĞƌŵŝŶĂƟŽŶĨŽƌŽŶǀĞŶŝĞŶĐĞ͘ Sourcewell or Supplier may terminate this Agreement upon 60 ĐĂůĞŶĚĂƌĚĂLJƐΖǁƌŝƩĞŶŶŽƟĐĞƚŽƚŚĞŽƚŚĞƌWĂƌƚLJ͘dĞƌŵŝŶĂƟŽŶƉƵƌƐƵĂŶƚƚŽƚŚŝƐƐĞĐƟŽŶǁŝůůŶŽƚƌĞůŝĞǀĞ ƚŚĞ^ƵƉƉůŝĞƌ͛ƐŽďůŝŐĂƟŽŶƐƵŶĚĞƌƚŚŝƐŐƌĞĞŵĞŶƚĨŽƌĂŶLJƚƌĂŶƐĂĐƟŽŶƐĞŶƚĞƌĞĚǁŝƚŚWĂƌƟĐŝƉĂƟŶŐ

ŶƟƟĞƐƚŚƌŽƵŐŚƚŚĞĚĂƚĞŽĨƚĞƌŵŝŶĂƟŽŶ͕ŝŶĐůƵĚŝŶŐƌĞƉŽƌƟŶŐĂŶĚƉĂLJŵĞŶƚŽĨĂƉƉůŝĐĂďůĞ ĚŵŝŶŝƐƚƌĂƟǀĞ&ĞĞƐ͘

24) dĞƌŵŝŶĂƟŽŶĨŽƌĂƵƐĞ͘ ^ŽƵƌĐĞǁĞůůŵĂLJƚĞƌŵŝŶĂƚĞƚŚŝƐŐƌĞĞŵĞŶƚƵƉŽŶƉƌŽǀŝĚŝŶŐǁƌŝƩĞŶŶŽƟĐĞŽĨ ŵĂƚĞƌŝĂůďƌĞĂĐŚƚŽ^ƵƉƉůŝĞƌ ͘EŽƟĐĞŵƵƐƚĚĞƐĐƌŝďĞƚŚĞďƌĞĂĐŚŝŶƌĞĂƐŽŶĂďůĞĚĞƚĂŝůĂŶĚƐƚĂƚĞƚŚĞ ŝŶƚĞŶƚƚŽƚĞƌŵŝŶĂƚĞƚŚĞŐƌĞĞŵĞŶƚ͘hƉŽŶƌĞĐĞŝƉƚŽĨEŽƟĐĞ͕ƚŚĞ^ƵƉƉůŝĞƌǁŝůůŚĂǀĞϯϬĐalendar days ŝŶǁŚŝĐŚŝƚŵƵƐƚĐƵƌĞƚŚĞďƌĞĂĐŚ͘d ĞƌŵŝŶĂƟŽŶƉƵƌƐƵĂŶƚƚŽƚŚŝƐƐĞĐƟŽŶǁŝůůŶŽƚƌĞůŝĞǀĞƚŚĞ^ƵƉƉůŝĞƌ͛Ɛ 











 

100124-ORA

v052824 12

ŽďůŝŐĂƟŽŶƐƵŶĚĞƌƚŚŝƐŐƌĞĞŵĞŶƚĨŽƌĂŶLJƚƌĂŶƐĂĐƟŽŶƐĞŶƚĞƌĞĚǁŝƚŚWĂƌƟĐŝƉĂƟŶŐ ŶƟƟĞƐƚŚƌŽƵŐŚƚŚĞ
ĚĂƚĞŽĨƚĞƌŵŝŶĂƟŽŶ͕ŝŶĐůƵĚŝŶŐƌĞƉŽƌƟŶŐĂŶĚƉĂLJŵĞŶƚŽĨĂƉƉůŝĐĂďůĞĚŵŝŶŝƐƚƌĂƟǀĞ&ĞĞƐ͘

ƌƟĐůĞϯ͗
^ƵƉƉůŝĞƌKďůŝŐĂƟŽŶƐƚŽWĂƌƟĐŝƉĂƟŶŐ
ŶƟƟĞƐ

dŚĞd ĞƌŵƐŝŶƚŚŝƐƌƟĐůĞϯƌĞůĂƚĞƐƉĞĐŝĮĐĂůůLJƚŽ^ƵƉƉůŝĞƌĂŶĚĂWĂƌƟĐŝƉĂƟŶŐ ŶƟƚLJǁŚĞŶĞŶƚĞƌŝŶŐ
ƚƌĂŶƐĂĐƟŽŶƐƵƟůŝnjŝŶŐƚŚĞ'ĞŶĞƌĂůd ĞƌŵƐĞƐƚĂďůŝƐŚĞĚŝŶƚŚŝƐDĂƐƚĞƌŐƌĞĞŵĞŶƚ͘ƌƟĐůĞϭ'ĞŶĞƌĂůdĞƌŵƐ ĐŽŶƚƌŽůŽǀĞƌĂŶLJĐŽŶŇŝĐƚǁŝƚŚƚŚŝƐƌƟĐůĞ ϯ͘tŚĞƌĞƚŚŝƐDĂƐƚĞƌŐƌĞĞŵĞŶƚŝƐƐŝůĞŶƚŽŶĂŶLJƐƵďũĞĐƚ͕ WĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJĂŶĚ^ƵƉƉůŝĞƌƌĞƚĂŝŶƚŚĞĂďŝůŝƚLJƚŽŶĞŐŽƟĂƚĞŵƵƚƵĂůůLJĂĐĐĞƉƚĂďůĞƚĞƌŵƐ.

1) YƵŽƚĞƐƚŽWĂƌƟĐŝƉĂƟŶŐ
ŶƟƟĞƐ͘ ^ƵƉƉůŝĞƌƐĂƌĞĞŶĐŽƵƌĂŐĞĚƚŽƉƌŽǀŝĚĞĂůůƉƌŝĐŝŶŐŝŶĨŽƌŵĂƟŽŶ ƌĞŐĂƌĚŝŶŐƚŚĞƚŽƚĂůĐŽƐƚŽĨĂĐƋƵŝƐŝƟŽŶǁŚĞŶƋƵŽƟŶŐƚŽĂWĂƌƟĐŝƉĂƟŶŐ ŶƟƚLJ͘^ƵƉƉůŝĞƌƐĂŶĚ
WĂƌƟĐŝƉĂƟŶŐ
ŶƟƟĞƐĂƌĞĞŶĐŽƵƌĂŐĞĚƚŽŝŶĐůƵĚĞĂůůĐŽƐƚƐƉĞĐŝĮĐĂůůLJĂƐƐŽĐŝĂƚĞĚǁŝƚŚŽƌŝŶĐůƵĚĞĚǁŝthin ƚŚĞ^ƵƉƉůŝĞƌƐƉƌŽƉŽƐĂůĂŶĚ/ŶĐůƵĚĞĚ^ŽůƵƟŽŶƐ ǁŝƚŚŝŶƚƌĂŶƐĂĐƟŽŶĚŽĐƵŵĞŶƚƐ.

2) ^ŚŝƉƉŝŶŐ͕ĞůŝǀĞƌLJ͕ĐĐĞƉƚĂŶĐĞ͕ZĞũĞĐƟŽŶ͕ĂŶĚtĂƌƌĂŶƚLJ͘ Supplier’s proposal may include proposed ƚĞƌŵƐƌĞůĂƟŶŐƚŽƐŚŝƉƉŝŶŐ͕ĚĞůŝǀĞƌLJ͕ŝŶƐƉĞĐƟŽŶ͕ĂŶĚĂĐĐĞƉƚĂŶĐĞͬƌĞũĞĐƟŽŶ and other relevant terms ŽĨƚĞŶĚĞƌĞĚ^ŽůƵƟŽŶƐ͘^ƵƉƉůŝĞƌĂŶĚWĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJŵĂLJŶĞŐŽƟĂƚĞĮŶĂůƚĞƌŵƐĂƉƉƌŽƉƌŝĂƚĞĨŽƌƚŚĞ
ƐƉĞĐŝĮĐƚƌĂŶƐĂĐƟŽŶƌĞůĂƟŶŐƚŽnon-ĂƉƉƌŽƉƌŝĂƟŽŶ͕ƐŚŝƉƉŝŶŐ͕ĚĞůŝǀĞƌLJ͕ŝŶƐƉĞĐƟŽŶ͕ ĂĐĐĞƉƚĂŶĐĞͬƌĞũĞĐƟŽŶŽĨƚĞŶĚĞƌĞĚ ^ŽůƵƟŽŶƐ͕ĂŶĚǁĂƌƌĂŶƚLJĐŽǀĞƌĂŐĞĨŽƌ/ŶĐůƵĚĞĚ^ŽůƵƟŽŶƐ͘^ƵĐŚ ƚĞƌŵƐŵĂLJŝŶĐůƵĚĞ͕ďƵƚĂƌĞŶŽƚůŝŵŝƚĞĚƚŽ͕ĐŽƐƚƐ͕ƌŝƐŬŽĨůŽƐƐ͕ƉƌŽƉĞƌƉĂĐŬĂŐŝŶŐ͕ŝŶƐƉĞĐƟŽŶƌŝŐŚƚƐĂŶĚ ƟŵĞůŝŶĞƐ͕ĂĐĐĞƉƚĂŶĐĞŽƌƌĞũĞĐƟŽŶƉƌŽĐĞĚƵƌĞƐ͕ĂŶĚƌĞŵĞĚŝĞƐĂƐŵƵƚƵĂůůLJĂŐƌĞĞĚŝŶĐůƵĚĞŶŽƟĐĞ ƌĞƋƵŝƌĞŵĞŶƚƐ͕ƌĞƉůĂĐĞŵĞŶƚ͕ƌĞƚƵƌŶŽƌĞdžĐŚĂŶŐĞƉƌŽĐĞĚƵƌĞƐ͕ĂŶĚĂƐƐŽĐŝĂƚĞĚĐŽƐƚƐ͘

3) ƉƉůŝĐĂďůĞdĂdžĞƐ͘ WĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJŝƐƌĞƐƉŽŶƐŝďůĞĨŽƌŶŽƟĨLJŝŶŐƐƵƉƉůŝĞƌŽĨŝƚƐƚĂdž-exempt status and ĨŽƌƉƌŽǀŝĚŝŶŐ^ƵƉƉůŝĞƌǁŝƚŚĂŶLJǀĂůŝĚƚĂdž-ĞdžĞŵƉƟŽŶĐĞƌƟĮĐĂƟŽŶ;ƐͿŽƌƌĞůĂƚĞĚĚŽĐƵŵĞŶƚĂƟŽŶ͘

4) KƌĚĞƌŝŶŐWƌŽĐĞƐƐĂŶĚWĂLJŵĞŶƚ͘ ^ƵƉƉůŝĞƌ͛ƐŽƌĚĞƌŝŶŐƉƌŽĐĞƐƐĂŶĚĂĐĐĞƉƚĂďůĞĨŽƌŵƐŽĨƉĂLJŵĞŶƚĂƌĞ ŝŶĐůƵĚĞĚǁŝƚŚŝŶŝƚƐWƌŽƉŽƐĂů͘WĂƌƟĐŝƉĂƟŶŐ
ŶƟƟĞƐǁŝůůďĞƐŽůĞůLJƌĞƐƉŽŶƐŝďůĞĨŽƌƉĂLJŵĞŶƚƚŽ^ƵƉƉůŝĞƌ ĂŶĚ^ŽƵƌĐĞǁĞůůǁŝůůŚĂǀĞŶŽůŝĂďŝůŝƚLJĨŽƌĂŶLJƵŶƉĂŝĚŝŶǀŽŝĐĞŽĨĂŶLJWĂƌƟĐŝƉĂƟŶŐ ŶƟƚy.

5) dƌĂŶƐĂĐƟŽŶŽĐƵŵĞŶƚƐ͘ WĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJŵĂLJƌĞƋƵŝƌĞƚŚĞƵƐĞŽĨŝƚƐŽǁŶĨŽƌŵƐƚŽĐŽŵƉůĞƚĞ
ƚƌĂŶƐĂĐƟŽŶƐĚŝƌĞĐƚůLJǁŝƚŚ^ƵƉƉůŝĞƌƵƟůŝnjŝŶŐƚŚĞƚĞƌŵƐĞƐƚĂďůŝƐŚĞĚŝŶƚŚŝƐŐƌĞĞŵĞŶƚ͘^ƵƉƉůŝĞƌ͛Ɛ ƐƚĂŶĚĂƌĚĨŽƌŵĂŐƌĞĞŵĞŶƚƐŵĂLJďĞŽīĞƌĞĚĂƐƉĂƌƚŽĨŝƚƐWƌŽƉŽƐĂů͘^ƵƉƉůŝĞƌĂŶĚWĂƌƟĐŝƉĂƟŶŐ ŶƟƚLJ
ŵĂLJĐŽŵƉůĞƚĞĂŶĚĚŽĐƵŵĞŶƚƚƌĂŶƐĂĐƟŽŶƐƵƟůŝnjŝŶŐĂŶLJƚLJƉĞŽĨƚƌĂŶƐĂĐƟŽŶĚŽĐƵŵĞŶƚƐĂƐŵƵƚƵĂůůLJ ĂŐƌĞĞĚ͘/ŶĂŶLJƚƌĂŶƐĂĐƟŽŶĚŽĐƵŵĞŶƚĞŶƚĞƌĞĚƵƟůŝnjŝŶŐƚŚŝƐŐƌĞĞŵĞŶƚ͕^ƵƉƉůŝĞƌĂŶĚWĂƌƟĐŝƉĂƟŶŐ

ŶƟƚLJŵƵƐƚŝŶĐůƵĚĞƐƉĞĐŝĮĐƌĞĨĞƌĞŶĐĞƚŽƚŚŝƐDĂƐƚĞƌŐƌĞĞŵĞŶƚďLJŶƵŵďĞƌĂŶĚƚŽWĂƌƟĐŝƉĂƟŶŐ

ŶƟƚLJ͛ƐƵŶŝƋƵĞ^ŽƵƌĐĞǁĞůůaccount number.

6) ĚĚŝƟŽŶĂůdĞƌŵƐĂŶĚŽŶĚŝƟŽŶƐ WĞƌŵŝƩĞĚ͘ WĂƌƟĐŝƉĂƟŶŐ ŶƟƚLJĂŶĚ^ƵƉƉůŝĞƌŵĂLJŶĞŐŽƟĂƚĞĂŶĚ
ŝŶĐůƵĚĞĂĚĚŝƟŽŶĂůƚĞƌŵƐĂŶĚĐŽŶĚŝƟŽŶƐǁŝƚŚŝŶƚƌĂŶƐĂĐƟŽŶĚŽĐƵŵĞŶƚĂƟŽŶĂƐŵƵƚƵĂůůLJĂŐƌĞĞĚ͘^ƵĐŚ terms may supplant or supersede this Master Agreement when necessary and as solely determined ďLJWĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJ͘^ŽƵƌĐĞǁĞůůŚĂƐĞdžƉƌĞƐƐůLJƌĞƐĞƌǀĞĚƚŚĞƌŝŐŚƚĨŽƌ^ƵƉƉůŝĞƌĂŶĚWĂƌƟĐŝƉĂƟŶŐ

ŶƟƚLJƚŽĂĚĚƌĞƐƐĂŶLJŶĞĐĞƐƐĂƌLJƉƌŽǀŝƐŝŽŶƐǁŝƚŚŝŶƚƌĂŶƐĂĐƟŽŶĚŽĐƵŵĞŶƚƐŶŽƚĞdžƉƌĞƐƐůLJŝŶĐůƵĚĞĚ within this Master Agreement, ŝŶĐůƵĚŝŶŐďƵƚŶŽƚůŝŵŝƚĞĚƚŽƚƌĂŶƐĂĐƟŽŶĐĂŶĐĞůůĂƟŽŶ͕ĚŝƐƉƵƚĞ ƌĞƐŽůƵƟŽŶ͕ŐŽǀĞƌŶŝŶŐůĂǁĂŶĚǀĞŶƵĞ͕ŶŽŶ-ĂƉƉƌŽƉƌŝĂƟŽŶ͕ŝŶƐƵƌĂŶĐĞ͕ĚĞĨĞŶƐĞĂŶĚŝŶĚĞŵŶŝƚLJ͕ĨŽƌĐĞ majeure, and other material terms as mutually agreed.












 

100124-ORA

v052824 13

7) ^ƵďƐĞƋƵĞŶƚŐƌĞĞŵĞŶƚƐĂŶĚ^ƵƌǀŝǀĂů͘ ^ƵƉƉůŝĞƌĂŶĚWĂƌƟĐŝƉĂƟŶŐ ŶƟƚLJŵĂLJĞŶƚĞƌŝŶƚŽĂƐĞƉĂƌĂƚĞ
ĂŐƌĞĞŵĞŶƚƚŽĨĂĐŝůŝƚĂƚĞůŽŶŐ-ƚĞƌŵƉĞƌĨŽƌŵĂŶĐĞŽďůŝŐĂƟŽŶƐƵƟůŝnjŝŶŐƚŚĞƚĞƌŵƐŽĨƚŚŝƐDĂƐƚĞƌ ŐƌĞĞŵĞŶƚĂƐŵƵƚƵĂůůLJĂŐƌĞĞĚ͘^ƵĐŚĂŐƌĞĞŵĞŶƚƐŵĂLJƉƌŽǀŝĚĞĨŽƌĂƉĞƌĨŽƌŵĂŶĐĞƉĞƌŝŽĚĞdžƚĞŶĚŝŶŐ beyond thĞĨƵůůƚĞƌŵŽĨƚŚŝƐDĂƐƚĞƌŐƌĞĞŵĞŶƚ ĂƐĚĞƚĞƌŵŝŶĞĚŝŶƚŚĞĚŝƐĐƌĞƟŽŶŽĨWĂƌƟĐŝƉĂƟŶŐ

ŶƟƚLJ.

ϴͿ WĂƌƟĐŝƉĂƟŶŐĚĚĞŶĚƵŵƐ͘ ^ƵƉƉůŝĞƌĂŶĚWĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJŵĂLJĞŶƚĞƌĂWĂƌƟĐŝƉĂƟŶŐĚĚĞŶĚƵŵŽƌ
ƐŝŵŝůĂƌĚŽĐƵŵĞŶƚĞdžƚĞŶĚŝŶŐĂŶĚƐƵƉƉůĞŵĞŶƟŶŐƚŚĞƚĞƌŵƐŽĨƚŚŝƐDĂƐƚĞƌŐƌĞĞŵĞŶƚƚŽĨĂĐŝůŝƚĂƚĞ ĂĚŽƉƟŽŶĂƐŵĂLJďĞƌĞƋƵŝƌĞĚďLJĂWĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJ͘

Sourcewell O’Reilly Auto Enterprises, LLC

LJ͗ͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺ LJ͗ͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺ :ĞƌĞŵLJ^ĐŚǁĂƌƚnj tĞƐtŝƐĞ
dŝƚůĞ͗ŚŝĞĨWƌŽĐƵƌĞŵĞŶƚKĨĨŝĐĞƌ dŝƚůĞ͗sWŽĨWƌŽĨĞƐƐŝŽŶĂů^ĂůĞƐ

ĂƚĞ͗ͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺ

ĂƚĞ͗ͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺ













 

 













5)3$IWHUPDUNHW9HKLFOH3DUWVDQG6XSSOLHV

9HQGRU'HWDLOV
&RPSDQ\1DPH
2 5HLOO\$XWR(QWHUSULVHV//&
'RHV\RXUFRPSDQ\FRQGXFW
EXVLQHVVXQGHUDQ\RWKHUQDPH",I
\HVSOHDVHVWDWH

2 5HLOO\$XWR3DUWV
$GGUHVV

63DWWHUVRQ
6SULQJILHOG02
&RQWDFW
5REHUW)XOS
(PDLO
FRRSV#RUHLOO\DXWRFRP
3KRQH


+67

6XEPLVVLRQ'HWDLOV
&UHDWHG2Q
7XHVGD\$XJXVW



6XEPLWWHG2Q
0RQGD\6HSWHPEHU



6XEPLWWHG%\
5REHUW)XOS
(PDLO
FRRSV#RUHLOO\DXWRFRP
7UDQVDFWLRQ

HEHFDDDIEH
6XEPLWWHU
V,3$GGUHVV



Bid Number: RFP 100124 Vendor Name: O'Reilly Auto Enterprises LLC 











 

6SHFLILFDWLRQV
7DEOH
3URSRVHU,GHQWLW\ $XWKRUL]HG5HSUHVHQWDWLYHV
1RW6FRUHG

*HQHUDO,QVWUXFWLRQV 
DSSOLHVWRDOO7DEOHV
6RXUFHZHOOSUHIHUVDEULHIEXWWKRURXJKUHVSRQVHWRHDFKTXHVWLRQ'RQRWPHUHO\DWWDFK DGGLWLRQDOGRFXPHQWVWR\RXUUHVSRQVHZLWKRXWDOVRSURYLGLQJDVXEVWDQWLYHUHVSRQVH'RQRWOHDYHDQVZHUVEODQN UHVSRQG³1$´LIWKH
TXHVWLRQGRHVQRWDSSO\WR\RX
SUHIHUDEO\ZLWKDQH[SODQDWLRQ

7DEOH6SHFLILF,QVWUXFWLRQV6RXUFHZHOOUHTXLUHVLGHQWLILFDWLRQRIDOOSDUWLHVUHVSRQVLEOHIRUSURYLGLQJ6ROXWLRQVXQGHUDUHVXOWLQJPDVWHU

DJUHHPHQW
V

5HVSRQVLEOH6XSSOLHU
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¶VFRUSRUDWHRUJDQL]DWLRQDIILOLDWLRQ /LQH
,WHP 4XHVWLRQ 5HVSRQVH 
 3URYLGHௐWKHௐOHJDOௐQDPHௐRIௐWKHௐ3URSRVHUௐ
DXWKRUL]HGௐWRௐVXEPLWௐWKLVௐ3URSRVDO
2 5HLOO\ௐ$XWRௐ(QWHUSULVHVௐ//& 
 ,QௐWKHௐHYHQWௐRIௐDZDUGௐLVௐWKLVௐHQWLW\ௐWKHௐ
5HVSRQVLEOHௐ6XSSOLHUௐWKDWௐZLOOௐH[HFXWHௐWKHௐ
PDVWHUௐDJUHHPHQWௐZLWKௐ6RXUFHZHOO"ௐ<ௐRUௐ1
<

 ,GHQWLI\ௐDOOௐVXEVLGLDULHVௐ'%$ௐDXWKRUL]HGௐ
DIILOLDWHVௐDQGௐDQ\ௐRWKHUௐHQWLW\ௐWKDWௐZLOOௐEHௐ
UHVSRQVLEOHௐIRUௐRIIHULQJௐDQGௐSHUIRUPLQJௐGHOLYHU\ௐ
RIௐ6ROXWLRQVௐZLWKLQௐWKLVௐ3URSRVDOௐ
LHௐ
5HVSRQVLEOHௐ6XSSOLHU
V
ௐWKDWௐZLOOௐH[HFXWHௐDௐ
PDVWHUௐDJUHHPHQWௐZLWKௐ6RXUFHZHOO

2 5HLOO\ௐ$XWRPRWLYHௐ6WRUHVௐ,QFௐ2
5HLOO\ௐ$XWRௐ(QWHUSULVHVௐ//&ௐ2
5HLOO\ௐ$XWRௐ3DUWV

 3URYLGHௐ\RXUௐ&$*(ௐFRGHௐRUௐ8QLTXHௐ(QWLW\ௐ
,GHQWLILHUௐ
6$0

5= 
 3URYLGHௐ\RXUௐ1$,&6ௐFRGHௐDSSOLFDEOHௐWRௐ
6ROXWLRQVௐSURSRVHG

 3URSRVHUௐ3K\VLFDOௐ$GGUHVV
&RUSRUDWHௐ$GGUHVV

ௐ6RXWKௐ3DWWHUVRQௐ$YHௐ6SULQJILHOGௐ02ௐ
:HௐDOVRௐKDYHௐRYHUௐௐVWRUHVௐDFURVVௐWKHௐ8QLWHGௐ6WDWHV 
 3URSRVHUௐZHEVLWHௐDGGUHVVௐ
RUௐDGGUHVVHV

5HWDLOௐ6LWH

ZZZRUHLOO\DXWRFRP
3URIHVVLRQDOௐ6LWH

ZZZILUVWFDOORQOLQHFRP

 3URSRVHU
Vௐ$XWKRUL]HGௐ5HSUHVHQWDWLYHௐ
QDPHௐ
WLWOHௐDGGUHVVௐHPDLOௐDGGUHVVௐ ௐSKRQH
ௐ
7KHௐ
UHSUHVHQWDWLYHௐPXVWௐKDYHௐDXWKRULW\ௐWRௐVLJQௐ
WKHௐ³3URSRVHU¶Vௐ$VVXUDQFHௐRIௐ&RPSOLDQFH´ௐRQௐ
EHKDOIௐRIௐWKHௐ3URSRVHU

:HVௐ:LVH
93ௐRIௐ3URIHVVLRQDOௐ6DOHV
ௐ6RXWKௐ3DWWHUVRQௐ$YHௐ6SULQJILHOGௐ02ௐ
ZZLVH#RUHLOO\DXWRFRP



3URSRVHU
VௐSULPDU\ௐFRQWDFWௐIRUௐWKLVௐSURSRVDOௐ

QDPHௐWLWOHௐDGGUHVVௐHPDLOௐDGGUHVVௐ ௐSKRQH

5REHUWௐ)XOS
6WUDWHJLFௐ$FFRXQWVௐ$GPLQLVWUDWLYHௐ0DQDJHU
ௐ6RXWKௐ3DWWHUVRQௐ$YHௐ6SULQJILHOGௐ02ௐ
UIXOSLL#RUHLOO\DXWRFRP



 3URSRVHU
VௐRWKHUௐFRQWDFWVௐIRUௐWKLVௐSURSRVDOௐLIௐ
DQ\ௐ
QDPHௐWLWOHௐDGGUHVVௐHPDLOௐDGGUHVVௐ ௐ
SKRQH

-RHௐ0LFNR
6HQLRUௐ'LUHFWRUௐRIௐ6WUDWHJLFௐ$FFRXQWV
ௐ6RXWKௐ3DWWHUVRQௐ$YHௐ6SULQJILHOGௐ02ௐ
MPLFNR#RUHLOO\DXWRFRP



7DEOH$
)LQDQFLDO9LDELOLW\DQG0DUNHWSODFH6XFFHVV
3RLQWV

/LQH
,WHP 4XHVWLRQ 5HVSRQVH 
Bid Number: RFP 100124 Vendor Name: O'Reilly Auto Enterprises LLC 











 

 3URYLGHௐDௐEULHIௐKLVWRU\ௐRIௐ\RXUௐFRPSDQ\ௐ
LQFOXGLQJௐ\RXUௐFRPSDQ\¶VௐFRUHௐYDOXHVௐ
EXVLQHVVௐSKLORVRSK\ௐDQGௐLQGXVWU\ௐORQJHYLW\ௐ
UHODWHGௐWRௐWKHௐUHTXHVWHGௐ6ROXWLRQV
2 5HLOO\ௐ$XWRPRWLYHௐ,QFௐRIILFLDOO\ௐVWDUWHGௐLQௐWKHௐDXWRௐSDUWVௐEXVLQHVVௐLQௐ6SULQJILHOG 0LVVRXULௐLQௐ1RYHPEHUௐRIௐ
ௐ+RZHYHUௐLWVௐKLVWRULFDOௐEDFNJURXQGௐLQௐWKHௐDXWRPRWLYH EXVLQHVVௐDVௐZHOOௐDVௐWKHௐIDPLO\
VௐTXHVWௐIRUௐRSSRUWXQLW\ௐDQGௐDGYDQFHPHQWௐPD\ௐEH
WUDFHGௐEDFNௐWRௐDௐPXFKௐHDUOLHUௐWLPH
0LFKDHOௐ%\UQHௐ2
5HLOO\ௐLPPLJUDWHGௐWRௐ$PHULFDௐLQௐ
ௐHVFDSLQJௐIURPௐWKHௐKDUG
WLPHVௐRIௐWKHௐSRWDWRௐIDPLQHௐZKLFKௐVWUXFNௐ,UHODQGௐLQௐௐ6HWWOLQJௐLQௐ6Wௐ/RXLVௐKH ZRUNHGௐKLVௐZD\ௐWKURXJKௐVFKRROௐWRௐHDUQௐDௐODZௐGHJUHHௐDQGௐWKHQௐSXUVXHGௐDௐFDUHHUௐDV DௐWLWOHௐH[DPLQHUௐ+LVௐVRQௐ&KDUOHVௐ)UDQFLVௐ2
5HLOO\ௐDWWHQGHGௐFROOHJHௐLQௐ6Wௐ/RXLVௐDQG
ZHQWௐWRௐZRUNௐLQௐ
ௐDVௐDௐWUDYHOLQJௐVDOHVPDQௐIRUௐ)UHGௐ&DPSEHOOௐ$XWRௐ6XSSO\ௐLQௐ6W /RXLVௐ%\ௐ
ௐ&KDUOHVௐKDGௐEHFRPHௐIDPLOLDUௐZLWKௐWKHௐ6SULQJILHOGௐDUHDௐKDYLQJ WUDYHOHGௐE\ௐWUDLQௐWRௐVHOOௐDXWRௐSDUWVௐWKURXJKRXWௐWKHௐWHUULWRU\ௐ+HௐUHFRJQL]HGௐWKHௐUHJLRQ DVௐDQௐDUHDௐRIௐJURZWKௐDQGௐRSSRUWXQLW\ௐDQGௐDVNHGௐWRௐEHௐWUDQVIHUUHGௐWKHUHௐ%\ௐ 
KHௐKDGௐEHFRPHௐPDQDJHUௐRIௐ/LQNௐ0RWRUௐ6XSSO\ௐLQௐ6SULQJILHOGௐ2QHௐRIௐKLVௐVRQV &KDUOHVௐ+ௐ
&KXE
ௐ2
5HLOO\ௐKDGௐDOVRௐMRLQHGௐWKHௐFRPSDQ\ௐ7RJHWKHUௐWKH\ௐSURYLGHGௐWKH OHDGHUVKLSௐDQGௐPDQDJHPHQWௐWKDWௐPDGHௐ/LQNௐWKHௐSUHGRPLQDQWௐDXWRௐSDUWVௐVWRUHௐLQௐWKH DUHD
,Qௐ
ௐ/LQNௐSODQQHGௐDௐUHRUJDQL]DWLRQௐZKLFKௐZRXOGௐKDYHௐLQFOXGHGௐWKHௐUHWLUHPHQWௐRI \HDUROGௐ&KDUOHVௐ)ௐ2
5HLOO\ௐDQGௐWKHௐWUDQVIHUௐRIௐ&ௐ+ௐ2
5HLOO\ௐWRௐ.DQVDVௐ&LW\
6LQFHௐQHLWKHUௐDJUHHGௐZLWKௐWKHVHௐSODQVௐWKH\ௐPDGHௐWKHௐGHFLVLRQௐWRௐIRUPௐWKHLUௐRZQ FRPSDQ\ௐ2
5HLOO\ௐ$XWRPRWLYHௐ,QFௐ7KH\ௐRSHQHGௐIRUௐEXVLQHVVௐRQௐ'HFHPEHUௐௐ 
ZLWKௐRQHௐVWRUHௐDQGௐௐHPSOR\HHVௐDWௐௐ6KHUPDQௐLQௐ6SULQJILHOGௐ7KHLUௐVDOHVௐWRWDOHG ௐLQௐ
ௐWKHLUௐILUVWௐIXOOௐ\HDUௐRIௐEXVLQHVVௐ'XHௐWRௐWKHௐKDUGௐZRUNௐDQGௐDELOLW\ RIௐWKHௐRULJLQDOௐHPSOR\HHVௐVHYHUDOௐRIௐZKRPௐZHUHௐVWRFNKROGHUVௐLQௐWKHௐFRPSDQ\ௐWKH EXVLQHVVௐJUHZௐDQGௐSURVSHUHGௐIURPௐLWVௐYHU\ௐILUVWௐ\HDU
%\ௐ
ௐWKHௐFRPSDQ\
VௐYROXPHௐKDGௐUHDFKHGௐௐPLOOLRQௐ±ௐWKHௐFRPELQHGௐYROXPHௐRI 2 5HLOO\ௐ$XWRPRWLYHௐ'LVWULEXWRUVௐDௐGLYLVLRQௐIRUPHGௐWRௐVHUYHௐLQGHSHQGHQWௐDXWRPRWLYH MREEHUVௐLQௐWKHௐDUHDௐ,Qௐ0DUFKௐRIௐ
ௐDQQXDOௐVDOHVௐYROXPHௐURVHௐWRௐௐPLOOLRQௐDQG
DௐVTXDUHIRRWௐIDFLOLW\ௐDWௐௐ6ௐ3DWWHUVRQௐZDVௐEXLOWௐIRUௐWKHௐ2 5HLOO\2]DUN
ZDUHKRXVHௐRSHUDWLRQௐ%\ௐWKDWௐWLPHௐWKHௐFRPSDQ\ௐKDGௐQLQHௐVWRUHVௐDOOௐORFDWHGௐLQ VRXWKZHVWௐ0LVVRXUL
7KHௐORQJௐUDQJHௐSODQVௐDQGௐVWDELOLW\ௐRIௐWKHௐFRPSDQ\ௐZHUHௐVROLGLILHGௐE\ௐDௐSXEOLF RIIHULQJௐRIௐFRPSDQ\ௐVWRFNௐLQௐ$SULOௐ

ௐ6LQFHௐWKDWௐWLPHௐWKHௐ&RPSDQ\ௐKDVௐJURZQ
WKURXJKௐWKHௐRSHQLQJௐRIௐQHZௐVWRUHVௐDVௐZHOOௐDVௐWKURXJKௐQXPHURXVௐPHUJHUVௐDQG DFTXLVLWLRQVௐDQGௐFXUUHQWO\ௐRSHUDWHVௐRYHUௐௐVWRUHVௐLQௐௐVWDWHVௐLQFOXGLQJௐ$ODVNDௐ DQGௐ+DZDLLௐ3XHUWRௐ5LFRௐDQGௐVWRUHVௐLQௐ0H[LFRௐDQGௐ&DQDGD 7KURXJKRXWௐWKLVௐWLPHௐWKHௐXQGHUO\LQJௐVSLULWௐDQGௐSKLORVRSK\ௐRIௐ2 5HLOO\ௐ$XWRPRWLYHௐ,QF
KDVௐEHHQௐRQHௐRIௐJURZWKௐDQGௐSURJUHVVௐERWKௐIRUௐWKHௐFRPSDQ\ௐDQGௐLWVௐWHDP PHPEHUVௐ7KLVௐUHPDLQVௐWKHௐSROLF\ௐWRௐZKLFKௐWKHௐFRPSDQ\ௐLVௐGHGLFDWHGௐWRGD\ 
 :KDWௐDUHௐ\RXUௐFRPSDQ\¶VௐH[SHFWDWLRQVௐLQௐWKHௐ
HYHQWௐRIௐDQௐDZDUG"
7RௐJURZௐRXUௐVDOHVௐDQGௐPDUNHWௐVKDUHௐZLWKLQௐWKHௐSXEOLFௐVHFWRUௐ:HௐZDQWௐWRௐKDYHௐ RIIHULQJVௐWRௐRXUௐJRYHUQPHQWௐFXVWRPHUVௐWKDWௐDOORZVௐWKHPௐWRௐPDNHௐFRPSOLDQWௐSXUFKDVHVௐ LQௐDௐVWUHDPOLQHGௐHDV\ௐWRௐXVHௐPHWKRGௐWRௐHQVXUHௐWKHௐFXVWRPHUௐKDVௐQRWKLQJௐWRௐZRUU\ௐ DERXW

 'HPRQVWUDWHௐ\RXUௐILQDQFLDOௐVWUHQJWKௐDQGௐ
VWDELOLW\ௐZLWKௐPHDQLQJIXOௐGDWDௐ7KLVௐFRXOGௐ
LQFOXGHௐVXFKௐLWHPVௐDVௐILQDQFLDOௐVWDWHPHQWVௐ
6(&ௐILOLQJVௐFUHGLWௐDQGௐERQGௐUDWLQJVௐOHWWHUVௐ
RIௐFUHGLWௐDQGௐGHWDLOHGௐUHIHUHQFHௐOHWWHUVௐ
8SORDGௐVXSSRUWLQJௐGRFXPHQWVௐ
DVௐDSSOLFDEOH
ௐ
LQௐWKHௐGRFXPHQWௐXSORDGௐVHFWLRQௐRIௐ\RXUௐ
UHVSRQVHௐ'2ௐ127ௐ3529,'(ௐ$1<ௐ7$;ௐ
,1)250$7,21ௐ25ௐ3(5621$//<ௐ
,'(17,),$%/(ௐ,1)250$7,21
2 5HLOO\ௐLVௐDௐSXEOLFO\ௐWUDGHGௐFRPSDQ\ௐXQGHUௐWKHௐV\PEROௐ 25/<
ௐ%HWZHHQௐௐDQGௐ
ௐ2
5HLOO\
VௐQHWௐVDOHVௐLQFUHDVHGௐௐGXHௐWRௐRUJDQLFௐVWRUHௐJURZWKௐDQGௐFXVWRPHUௐ UHWDLQPHQWௐ:HௐSODQௐWRௐFRQWLQXHௐWKLVௐWUDMHFWRU\ௐLQWRௐWKHௐIXWXUH 3OHDVHௐVHHௐWKHௐDWWDFKHGௐ.ௐ
2 5HLOO\ௐ$XWRௐ3DUWVௐௐ$QQXDOௐ5HSRUW
 
 :KDWௐLVௐ\RXUௐ86ௐPDUNHWௐVKDUHௐIRUௐWKHௐ
6ROXWLRQVௐWKDWௐ\RXௐDUHௐSURSRVLQJ"
$FFRUGLQJௐWRௐ)RUEHVௐ2
5HLOO\ௐKDVௐDௐ
ௐPDUNHWௐVKDUHௐLQௐDIWHUPDUNHW
DXWRPRWLYHௐSDUWVௐDQGௐDFFHVVRULHV 
 :KDWௐLVௐ\RXUௐ&DQDGLDQௐPDUNHWௐVKDUHௐIRUௐWKHௐ
6ROXWLRQVௐWKDWௐ\RXௐDUHௐSURSRVLQJ"
$OWKRXJKௐ2
5HLOO\ௐUHFHQWO\ௐDFTXLUHGௐ9DVW$XWRௐDௐ&DQDGLDQௐ$XWRௐ3DUWVௐFRPSDQ\ௐZHௐ DUHௐQRWௐIXOO\ௐLQWHJUDWHGௐDWௐWKLVௐWLPHௐDQGௐGRௐQRWௐKDYHௐWKLVௐGDWDௐDYDLODEOHௐ2QFHௐZHௐDUHௐ IXOO\ௐLQWHJUDWHGௐZLWKௐRXUௐ&DQDGLDQௐRSHUDWLRQVௐZHௐZRXOGௐEHௐZLOOLQJௐWRௐSURYLGHௐWKLVௐLQIR 
 'LVFORVHௐDOOௐFXUUHQWௐDQGௐFRPSOHWHGௐEDQNUXSWF\ௐ
SURFHHGLQJVௐIRUௐ3URSRVHUௐDQGௐDQ\ௐLQFOXGHGௐ
SRVVLEOHௐ5HVSRQVLEOHௐ3DUW\ௐZLWKLQௐWKHௐSDVWௐ
VHYHQௐ\HDUVௐ3URSRVHUௐPXVWௐSURYLGHௐQRWLFHௐLQௐ
ZULWLQJௐWRௐ6RXUFHZHOOௐLIௐLWௐHQWHUVௐDௐEDQNUXSWF\ௐ
SURFHHGLQJௐDWௐDQ\ௐWLPHௐGXULQJௐWKHௐSHQGHQF\ௐ
RIௐWKLVௐ5)3ௐHYDOXDWLRQ
2 5HLOO\ௐKDVௐQHYHUௐHQWHUHGௐDQ\ௐEDQNUXSWF\ௐSURFHHGLQJV

Bid Number: RFP 100124 Vendor Name: O'Reilly Auto Enterprises LLC 











 

 +RZௐLVௐ\RXUௐRUJDQL]DWLRQௐEHVWௐGHVFULEHG
ௐLVௐLWௐ
DௐPDQXIDFWXUHUௐDௐGLVWULEXWRUGHDOHUUHVHOOHUௐRUௐ
DௐVHUYLFHௐSURYLGHU"ௐௐ$QVZHUௐWKHௐTXHVWLRQௐWKDWௐ
EHVWௐDSSOLHVௐWRௐ\RXUௐRUJDQL]DWLRQௐHLWKHUௐD
ௐRUௐ
E

D
ௐௐௐௐ,Iௐ\RXUௐFRPSDQ\ௐLVௐEHVWௐGHVFULEHGௐDVௐDௐ
GLVWULEXWRUGHDOHUUHVHOOHUௐ
RUௐVLPLODUௐHQWLW\
ௐ
SURYLGHௐ\RXUௐZULWWHQௐDXWKRUL]DWLRQௐWRௐDFWௐDVௐDௐ
GLVWULEXWRUGHDOHUUHVHOOHUௐIRUௐWKHௐPDQXIDFWXUHUௐ
RIௐWKHௐSURGXFWVௐSURSRVHGௐLQௐWKLVௐ5)3ௐ,Iௐ
DSSOLFDEOHௐLVௐ\RXUௐGHDOHUௐQHWZRUNௐ
LQGHSHQGHQWௐRUௐFRPSDQ\ௐRZQHG"
E
ௐௐௐௐ,Iௐ\RXUௐFRPSDQ\ௐLVௐEHVWௐGHVFULEHGௐDVௐDௐ
PDQXIDFWXUHUௐRUௐVHUYLFHௐSURYLGHUௐGHVFULEHௐ
\RXUௐUHODWLRQVKLSௐZLWKௐ\RXUௐVDOHVௐDQGௐVHUYLFHௐ
IRUFHௐDQGௐZLWKௐ\RXUௐGHDOHUௐQHWZRUNௐLQௐ
GHOLYHULQJௐWKHௐSURGXFWVௐDQGௐVHUYLFHVௐSURSRVHGௐ
LQௐWKLVௐ5)3ௐ$UHௐWKHVHௐLQGLYLGXDOVௐ\RXUௐ
HPSOR\HHVௐRUௐWKHௐHPSOR\HHVௐRIௐDௐWKLUGௐSDUW\"
:HௐDUHௐDௐGLVWULEXWRUUHVHOOHUௐDQGௐSXUFKDVHௐDXWRPRWLYHௐSURGXFWVௐLQௐVXEVWDQWLDOௐ TXDQWLWLHVௐIURPௐRYHUௐ
ௐVXSSOLHUV
2XUௐVWRUHVௐRIIHUௐDௐZLGHௐVHOHFWLRQௐRIௐSURGXFWVௐIRUௐGRPHVWLFௐDQGௐLPSRUWHG DXWRPRELOHVௐYDQVௐDQGௐWUXFNVௐ2XUௐPHUFKDQGLVHௐJHQHUDOO\ௐFRQVLVWVௐRIௐQDWLRQDOO\ UHFRJQL]HGௐZHOODGYHUWLVHGௐSUHPLXPௐQDPHௐEUDQGௐSURGXFWVௐVXFKௐDVௐ$&ௐ'HOFR $UPRUௐ$OOௐ%RVFKௐ%:'ௐ&DUGRQHௐ&DVWUROௐ*DWHVௐ5XEEHUௐ0RQURHௐ0RRJௐ3HQQ]RLO 3UHVWRQHௐ4XDNHUௐ6WDWHௐ673ௐ7XUWOHௐ:D[ௐ9DOYROLQHௐ:DJQHUௐDQGௐ:L[ௐDQGௐDௐZLGH VHOHFWLRQௐRIௐTXDOLW\ௐSURSULHWDU\ௐSULYDWHௐODEHOௐSURGXFWVௐZKLFKௐVSDQௐWKHௐHQWLUHௐJRRG EHWWHUௐDQGௐEHVWௐYDOXHௐVSHFWUXPௐXQGHUௐRXUௐ%HVW7HVWŠௐ%UDNH%HVWŠௐ,PSRUWௐ'LUHFWŠ 0DVWHUௐ3URŠௐ0LFUR*DUGŠௐ0XUUD\Šௐ2PQLVSDUNŠௐ2
5HLOO\ௐ$XWRௐ3DUWVŠௐ3UHFLVLRQŠ
3RZHUௐ7RUTXHŠௐ6XSHUௐ6WDUWŠௐDQGௐ8OWLPDŠௐEUDQGVௐ2XUௐSURSULHWDU\ௐSULYDWHௐODEHO SURGXFWVௐDUHௐSURGXFHGௐE\ௐQDWLRQDOO\ௐUHFRJQL]HGௐPDQXIDFWXUHUVௐPHHWௐRUௐH[FHHG RULJLQDOௐHTXLSPHQWௐPDQXIDFWXUHUௐVSHFLILFDWLRQVௐDQGௐFRQVLVWௐRIௐKRXVHௐEUDQGVௐDQG QDWLRQDOO\ௐUHFRJQL]HGௐSURSULHWDU\ௐEDQGVௐZKLFKௐZHௐKDYHௐDFTXLUHGௐRUௐGHYHORSHGௐRYHU WLPHௐ:HௐDUHௐDXWKRUL]HGௐWRௐDFWௐDVௐDௐGLVWULEXWRUGHDOHUUHVHOOHUௐIRUௐDOOௐSURGXFWVௐWKDWௐZHௐ RIIHU
$OOௐ2¶5HLOO\ௐVWRUHVௐDUHௐFRPSDQ\ௐRZQHGௐDQGௐRSHUDWHG

 ,IௐDSSOLFDEOHௐSURYLGHௐDௐGHWDLOHGௐH[SODQDWLRQௐ
RXWOLQLQJௐWKHௐOLFHQVHVௐDQGௐFHUWLILFDWLRQVௐWKDWௐ
DUHௐERWKௐUHTXLUHGௐWRௐEHௐKHOGௐDQGௐDFWXDOO\ௐ
KHOGௐE\ௐ\RXUௐRUJDQL]DWLRQௐ
LQFOXGLQJௐWKLUGௐ
SDUWLHVௐDQGௐVXEFRQWUDFWRUVௐWKDWௐ\RXௐXVH
ௐLQௐ
SXUVXLWௐRIௐWKHௐEXVLQHVVௐFRQWHPSODWHGௐE\ௐWKLVௐ
5)3
$VLGHௐIURPௐQRUPDOௐUHWDLOௐOLFHQVHVௐDQGௐFHUWLILFDWLRQVௐIRUௐRXUௐVWRUHVௐWRௐRSHUDWHௐZHௐGRௐ QRWௐKDYHௐQRUௐDUHௐUHTXLUHGௐWRௐKDYHௐDQ\ௐDGGLWLRQDOௐOLFHQVHVௐRUௐFHUWLILFDWLRQV 

'LVFORVHௐDOOௐFXUUHQWௐDQGௐSDVWௐGHEDUPHQWVௐRUௐ
VXVSHQVLRQVௐIRUௐ3URSRVHUௐDQGௐDQ\ௐLQFOXGHGௐ
SRVVLEOHௐ5HVSRQVLEOHௐ3DUW\ௐZLWKLQௐWKHௐSDVWௐ
VHYHQௐ\HDUVௐ3URSRVHUௐPXVWௐSURYLGHௐQRWLFHௐLQௐ
ZULWLQJௐWRௐ6RXUFHZHOOௐLIௐLWௐHQWHUVௐDௐGHEDUPHQWௐ
RUௐVXVSHQVLRQௐVWDWXVௐDQ\ௐWLPHௐGXULQJௐWKHௐ
SHQGHQF\ௐRIௐWKLVௐ5)3ௐHYDOXDWLRQ
2 5HLOO\ௐKDVௐGRHVௐQRWௐKDYHௐDQ\ௐFXUUHQWௐRUௐSDVWௐGHEDUPHQWVௐRUௐVXVSHQVLRQV 
 'HVFULEHௐDQ\ௐUHOHYDQWௐLQGXVWU\ௐDZDUGVௐRUௐ
UHFRJQLWLRQௐWKDWௐ\RXUௐFRPSDQ\ௐKDVௐUHFHLYHGௐLQௐ
WKHௐSDVWௐILYHௐ\HDUV
2 5HLOO\ௐKDVௐUHFHLYHGௐUHFRJQLWLRQௐIURPௐLQGXVWU\ௐOHDGHUVௐLQௐERWKௐWKHௐDXWRPRWLYH VHUYLFHௐLQGXVWU\ௐDQGௐDXWRPRWLYHௐDIWHUPDUNHWௐSDUWVௐPDQXIDFWXUHUV 5HFHQWO\ௐ2
5HLOO\ௐZDVௐUHFRJQL]HGௐE\ௐ)RUEHVௐPDJD]LQHௐDVௐRQHௐRIௐ$PHULFD Vௐ%HVWௐ
/DUJHௐ(PSOR\HUVௐ%HVWௐ(PSOR\HUௐIRUௐ1HZௐ*UDGVௐ


ௐ%HVWௐ&XVWRPHUௐ6HUYLFHௐ



ௐ%HVWௐ%UDQGVௐIRUௐ6RFLDOௐ,PSDFWௐ


ௐDQGௐ%HVWௐ(PSOR\HUVௐIRUௐ9HWHUDQVௐ




 :KDWௐSHUFHQWDJHௐRIௐ\RXUௐVDOHVௐDUHௐWRௐWKHௐ
JRYHUQPHQWDOௐVHFWRUௐLQௐWKHௐSDVWௐWKUHHௐ\HDUV"
2 5HLOO\
VௐVDOHVௐWRௐWKHௐJRYHUQPHQWௐVHFWRUௐLQௐWKHௐSDVWௐWKUHHௐ\HDUVௐKDVௐEHHQௐௐRIௐ WRWDOௐVDOHVௐ7KLVௐILJXUHௐLVௐEDVHGௐRQௐJRYHUQPHQWௐFXVWRPHUVௐWKDWௐKDYHௐDௐUHJLVWHUHGௐ DFFRXQWௐZLWKௐ2
5HLOO\ௐ7KLVௐGRHVௐQRWௐILJXUHௐLQௐJRYHUQPHQWDOௐZDONௐLQௐFXVWRPHUௐVDOHVௐ WKDWௐDUHௐQRWௐWUDFNHGௐE\ௐFXVWRPHUௐW\SH

 :KDWௐSHUFHQWDJHௐRIௐ\RXUௐVDOHVௐDUHௐWRௐWKHௐ
HGXFDWLRQௐVHFWRUௐLQௐWKHௐSDVWௐWKUHHௐ\HDUV"
:HௐGRௐQRWௐWUDFNௐHGXFDWLRQDOௐVHFWRUௐVDOHVௐDWௐWKLVௐWLPH   /LVWௐDOOௐVWDWHௐFRRSHUDWLYHௐSXUFKDVLQJௐ
DJUHHPHQWVௐWKDWௐ\RXௐKROGௐ:KDWௐLVௐWKHௐDQQXDOௐ
VDOHVௐYROXPHௐIRUௐHDFKௐRIௐWKHVHௐDJUHHPHQWௐ
RYHUௐWKHௐSDVWௐWKUHHௐ\HDUV"
2 5HLOO\ௐKDVௐQDWLRQDOௐFRRSHUDWLYHௐSXUFKDVLQJௐDJUHHPHQWVௐZLWKௐ6RXUFHZHOOௐ7,36ௐ ௐ 1&3$ௐ
201,$ௐ3DUWQHUV

)RUௐௐFRRSHUDWLYHௐSURJUDPௐVDOHVௐDPRXQWHGௐWRௐௐPLOOLRQ 
 /LVWௐDQ\ௐ*6$ௐFRQWUDFWVௐRUௐ6WDQGLQJௐ2IIHUVௐ
DQGௐ6XSSO\ௐ$UUDQJHPHQWVௐ
626$
ௐWKDWௐ\RXௐ
KROGௐ:KDWௐLVௐWKHௐDQQXDOௐVDOHVௐYROXPHௐIRUௐ
HDFKௐRIௐWKHVHௐFRQWUDFWVௐRYHUௐWKHௐSDVWௐWKUHHௐ
\HDUV"
2 5HLOO\ௐGRHVௐQRWௐKDYHௐDQ\ௐ*6$ௐRUௐ626$ௐFRQWUDFWVௐRUௐDJUHHPHQWV 
7DEOH%
5HIHUHQFHV7HVWLPRQLDOV
/LQH,WHP 6XSSO\UHIHUHQFHLQIRUPDWLRQIURPWKUHHFXVWRPHUVZKRDUHHOLJLEOHWREH6RXUFHZHOOSDUWLFLSDWLQJHQWLWLHV (QWLW\1DPH
&RQWDFW1DPH
3KRQH1XPEHU
&LW\ௐRIௐ2ODWKHௐ.DQVDV -RKQௐ3DJH




&LW\ௐRIௐ+RXVWRQௐ7H[DV -HVVLFDௐ9DUJDV 
 
6WDWHௐRIௐ0LVVRXUL -HIIௐ%DOO 
 
7DEOH
$ELOLW\WR6HOODQG'HOLYHU6ROXWLRQV
3RLQWV

'HVFULEH\RXUFRPSDQ\¶VFDSDELOLW\WRPHHWWKHQHHGVRI6RXUFHZHOOSDUWLFLSDWLQJHQWLWLHVDFURVVWKH86DQG&DQDGDDVDSSOLFDEOH<RXU Bid Number: RFP 100124 Vendor Name: O'Reilly Auto Enterprises LLC 











 

UHVSRQVHVKRXOGDGGUHVVLQGHWDLODWOHDVWWKHIROORZLQJDUHDV ORFDWLRQVRI\RXUQHWZRUNRIVDOHVDQGVHUYLFHSURYLGHUVWKHQXPEHURI ZRUNHUV
IXOOWLPHHTXLYDOHQWV
LQYROYHGLQHDFKVHFWRUZKHWKHUWKHVHZRUNHUVDUH\RXUGLUHFWHPSOR\HHV RUHPSOR\HHVRIDWKLUGSDUW\

DQGDQ\RYHUODSEHWZHHQWKHVDOHVDQGVHUYLFHIXQFWLRQV /LQH
,WHP 4XHVWLRQ 5HVSRQVH 
 6DOHVௐIRUFH :HௐKDYHௐDSSUR[LPDWHO\ௐௐIXOOWLPHௐ2
5HLOO\ௐVDOH VௐUHSUHVHQWDWLYHVௐVWUDWHJLFDOO\
ORFDWHGௐDFURVVௐRXUௐPDUNHWௐDUHDVௐDVௐSDUWௐRIௐRXUௐ)LUVWௐ&DOOௐSURJUDPௐ(DFKௐVDOHV UHSUHVHQWDWLYHௐLVௐGHGLFDWHGௐVROHO\ௐWRௐFDOOLQJௐXSRQௐVHOOLQJௐWRௐDQGௐVHUYLFLQJௐRXU SURIHVVLRQDOௐVHUYLFHௐSURYLGHUௐFXVWRPHUV

 'HVFULEHௐWKHௐQHWZRUNௐRIௐ$XWKRUL]HGௐ6HOOHUVௐ
ZKRௐZLOOௐGHOLYHUௐ6ROXWLRQVௐLQFOXGLQJௐGHDOHUVௐ
GLVWULEXWRUVௐUHVHOOHUVௐDQGௐRWKHUௐGLVWULEXWLRQௐ
PHWKRGV
$VௐRIௐ-XQHௐௐௐ2
5HLOO\ௐRSHUDWHVௐௐGLVWULEXWLRQௐFHQWHUVௐDFURVVௐWKHௐ86ௐ2XUௐ '&VௐVWRFNௐDQௐDYHUDJHௐRIௐௐ6.8VௐDQGௐPRVWௐDUHௐOLQNHGௐWRௐDQGௐKDYH DFFHVVௐWRௐPXOWLSOHௐRWKHUௐUHJLRQDOௐ'&V
ௐLQYHQWRU\ௐ2XUௐ'&VௐSURYLGHௐILYHQLJKWDZHHN
GHOLYHU\ௐSULPDULO\ௐYLDௐ2
5HLOO\
VௐFRPSDQ\RZQHGௐIOHHWௐWRௐDOOௐRIௐRXUௐVWRUHVௐ2
5HLOO\
HPSOR\VௐDSSUR[LPDWHO\ௐ
ௐ7HDPௐ0HPEHUVௐDWௐRXUௐ86ௐ'&V
2 5HLOO\ௐVWRUHVௐDOVRௐUHFHLYHௐGHOLYHULHVௐIURPௐRXUௐ+XEௐVWRUHௐQHWZRUNௐ7KLVௐFRPSULVHVௐௐ KXEௐVWRUHVௐWKDWௐDOVRௐSURYLGHௐGHOLYHU\ௐVHUYLFHௐDQGௐVDPHGD\ௐDFFHVVௐWRௐVWRUHVௐZLWKLQௐWKHௐ VXUURXQGLQJௐDUHDVௐWRௐDQௐDYHUDJHௐRIௐௐ6.8Vௐ+XEVௐLQௐVHOHFWௐPDUNHWVௐFDUU\ௐIXUWKHUௐ HQKDQFHGௐLQYHQWRU\ௐOHYHOVௐXSௐWRௐDSSUR[LPDWHO\ௐௐ6.8V 
 6HUYLFHௐIRUFH $VௐRIௐ-XQHௐௐௐ2
5HLOO\ௐRSHUDWHVௐௐVW RUHVௐLQௐௐVWDWHVௐ(DFKௐVWRUH
HPSOR\Vௐௐ7HDPௐ0HPEHUVௐRQௐDYHUDJHௐDQGௐFDUULHVௐDSSUR[LPDWHO\ௐௐ6.8VௐRQௐ DYHUDJHௐ(DFKௐVWRUHௐLVௐVWDIIHGௐZLWKௐDௐVWRUHௐPDQDJHUௐDQGௐRQHௐRUௐPRUHௐDVVLVWDQW PDQDJHUVௐLQௐDGGLWLRQௐWRௐSDUWVௐVSHFLDOLVWVௐUHWDLOௐDQGRUௐLQVWDOOHUௐVHUYLFHௐVSHFLDOLVWV DQGௐRWKHUௐSRVLWLRQVௐUHTXLUHGௐWRௐPHHWௐWKHௐVSHFLILFௐQHHGVௐRIௐHDFKௐVWRUH 

'HVFULEHௐWKHௐRUGHULQJௐSURFHVVௐ,IௐRUGHUVௐZLOOௐ
EHௐKDQGOHGௐE\ௐGLVWULEXWRUVௐGHDOHUVௐRUௐ
RWKHUVௐH[SODLQௐWKHௐUHVSHFWLYHௐUROHVௐRIௐWKHௐ
3URSRVHUௐDQGௐRWKHUV
)RUௐDௐ6RXUFHZHOOௐHQWLW\ௐWRௐSXUFKDVHௐRQௐFRQWUDFWHGௐSULFLQJௐWKH\ௐPXVWௐKDYHௐDQௐ2 5HLOO\ௐ
$FFRXQWௐ1XPEHUௐ7KLVௐDFFRXQWௐQXPEHUௐORDGVௐWKHௐHQWLW\ௐWRௐWKHௐ6RXUFHZHOOௐJURXSௐFRGHௐ VRௐWKDWௐWKHௐFRQWUDFWHGௐSULFLQJௐZLOOௐEHௐDXWRPDWLFDOO\ௐDSSOLHGௐWRௐWKHௐDFFRXQWௐDQGௐWKH\ௐZLOOௐ EHௐORDGHGௐWRௐDQ\ௐFRQWUDFWHGௐUHSRUWLQJ
:KHQௐPDNLQJௐSXUFKDVHVௐDWௐDQௐ2
5HLOO\ௐVWRUHௐWKHௐHQWLW\ௐVKRXOGௐSURYLGHௐWKHLUௐ2
5HLOO\ௐ
DFFRXQWௐQXPEHUௐZKLOHௐSODFLQJௐWKHௐRUGHUௐ)LUVWௐ&DOOௐ2QOLQHௐLVௐDOVRௐDௐIUHHௐWRROௐIRUௐ HQWLWLHVௐWRௐXVHௐZKHUHௐWKH\ௐFDQௐSODFHௐRUGHUVௐORRNௐXSௐSDUWVௐDQGௐDYDLODELOLW\ௐYLHZௐ VWDWHPHQWVௐHWFௐ,QௐHLWKHUௐRUGHULQJௐPHWKRGௐDOOௐRUGHUVௐZLOOௐEHௐKDQGOHGௐLQWHUQDOO\ௐDWௐ 2 5HLOO\

 'HVFULEHௐLQௐGHWDLOௐWKHௐSURFHVVௐDQGௐ
SURFHGXUHௐRIௐ\RXUௐFXVWRPHUௐVHUYLFHௐ
SURJUDPௐLIௐDSSOLFDEOHௐௐ,QFOXGHௐ\RXUௐ
UHVSRQVHWLPHௐFDSDELOLWLHVௐDQGௐ
FRPPLWPHQWVௐDVௐZHOOௐDVௐDQ\ௐLQFHQWLYHVௐWKDWௐ
KHOSௐ\RXUௐSURYLGHUVௐPHHWௐ\RXUௐVWDWHGௐ
VHUYLFHௐJRDOVௐRUௐSURPLVHV
:HௐVHHNௐWRௐSURYLGHௐRXUௐFXVWRPHUVௐZLWKௐDQௐHIILFLHQWௐDQGௐSOHDVDQWௐLQVWRUHௐH[SHULHQFHௐ E\ௐPDLQWDLQLQJௐDWWUDFWLYHௐVWRUHVௐLQௐFRQYHQLHQWௐORFDWLRQVௐZLWKௐDௐZLGHௐVHOHFWLRQௐRIௐ DXWRPRWLYHௐSURGXFWVௐ:HௐEHOLHYHௐWKDWௐWKHௐVDWLVIDFWLRQௐRIௐSURIHVVLRQDOௐVHUYLFHௐSURYLGHUௐ FXVWRPHUVௐLVௐVXEVWDQWLDOO\ௐGHSHQGHQWௐXSRQௐRXUௐDELOLW\ௐWRௐSURYLGHௐLQௐDௐWLPHO\ௐIDVKLRQௐ WKHௐVSHFLILFௐDXWRPRWLYHௐSURGXFWVௐQHHGHGௐWRௐFRPSOHWHௐWKHLUௐUHSDLUVௐ$FFRUGLQJO\ௐHDFKௐ 2 5HLOO\ௐVWRUHௐFDUULHVௐRUௐKDVௐVDPHௐRUௐQH[WௐGD\ௐDYDLODELOLW\ௐWRௐDௐEURDGௐVHOHFWLRQௐRIௐ DXWRPRWLYHௐSURGXFWVௐGHVLJQHGௐWRௐFRYHUௐDௐZLGHௐUDQJHௐRIௐYHKLFOHௐDSSOLFDWLRQVௐ:Hௐ FRQWLQXRXVO\ௐUHILQHௐWKHௐLQYHQWRU\ௐOHYHOVௐDQGௐDVVRUWPHQWVௐFDUULHGௐLQௐHDFKௐRIௐRXUௐVWRUHVௐ DQGௐZLWKLQௐRXUௐQHWZRUNௐEDVHGௐLQௐODUJHௐSDUWௐRQௐWKHௐVDOHVௐPRYHPHQWௐWUDFNHGௐE\ௐRXUௐ LQYHQWRU\ௐFRQWUROௐV\VWHPௐPDUNHWௐYHKLFOHௐUHJLVWUDWLRQௐGDWDௐIDLOXUHௐUDWHVௐDQGௐ

PDQDJHPHQW
VௐDVVHVVPHQWௐRIௐWKHௐFKDQJHVௐDQGௐWUHQGVௐLQௐWKHௐPDUNHWSODFHௐ:HௐKDYHௐQRௐ PDWHULDOௐEDFNRUGHUVௐIRUௐWKHௐSURGXFWVௐZHௐVHOO
:HௐVHHNௐWRௐDWWUDFWௐQHZௐFXVWRPHUVௐDQGௐWRௐUHWDLQௐH[LVWLQJௐFXVWRPHUVௐE\ௐRIIHULQJ VXSHULRUௐFXVWRPHUௐVHUYLFHௐWKHௐNH\ௐHOHPHQWVௐRIௐZKLFKௐDUHௐLGHQWLILHGௐEHORZ


ௐ6XSHULRUௐLQVWRUHௐVHUYLFHௐWKURXJKௐKLJKO\PRWLYDWHGௐWHFKQLFDOO\SURILFLHQWௐVWRUH SHUVRQQHOௐ
3URIHVVLRQDOௐ3DUWVௐ3HRSOH


ௐ$QௐH[WHQVLYHௐVHOHFWLRQௐDQGௐDYDLODELOLW\ௐRIௐSURGXFWV


ௐ$WWUDFWLYHௐVWRUHVௐLQௐFRQYHQLHQWௐORFDWLRQV


ௐ&RPSHWLWLYHௐSULFLQJௐVXSSRUWHGௐE\ௐDௐJRRGௐEHWWHUௐEHVWௐSURGXFWௐDVVRUWPHQW GHVLJQHGௐWRௐPHHWௐDOOௐRIௐRXUௐFXVWRPHUV
ௐTXDOLW\ௐDQGௐYDOXHௐSUHIHUHQFHV
ௐDQG

ௐ$ௐUREXVWௐSRLQWRIVDOHௐV\VWHPௐLQWHJUDWHGௐZLWKௐRXUௐSURSULHWDU\ௐHOHFWURQLFௐFDWDORJ ZKLFKௐFRQWDLQVௐDௐZLGHௐYDULHW\ௐRIௐSURGXFWௐLPDJHVௐVFKHPDWLFVௐDQG ௐWHFKQLFDO
VSHFLILFDWLRQVௐHTXLSVௐRXUௐ7HDPௐ0HPEHUVௐZLWKௐKLJKO\ௐHIIHFWLYHௐWRROVௐWRௐVRXUFH SURGXFWVௐLQௐRXUௐH[WHQVLYHௐVXSSO\ௐQHWZRUN

 'HVFULEHௐ\RXUௐDELOLW\ௐDQGௐZLOOLQJQHVVௐWRௐ
SURYLGHௐ\RXUௐSURGXFWVௐDQGௐVHUYLFHVௐWRௐ
6RXUFHZHOOௐSDUWLFLSDWLQJௐHQWLWLHV
2 5HLOO\ௐKDVௐRYHUௐ
ௐWHDPௐPHPEHUVௐWKDWௐDUHௐZLOOLQJௐDQGௐUHDG\ௐWRௐSURYLGH 6RXUFHZHOOௐSDUWLFLSDWLQJௐHQWLWLHVௐZLWKௐRXUௐLQGXVWU\ௐOHDGLQJௐDXWRPRWLYHௐSURGXFWVௐDQG VHUYLFHVௐLQௐWKHௐ8QLWHGௐ6WDWHV

 'HVFULEHௐ\RXUௐDELOLW\ௐDQGௐZLOOLQJQHVVௐWRௐ
SURYLGHௐ\RXUௐSURGXFWVௐDQGௐVHUYLFHVௐWRௐ
6RXUFHZHOOௐSDUWLFLSDWLQJௐHQWLWLHVௐLQௐ&DQDGD
2 5HLOO\ௐUHFHQWO\ௐDFTXLUHGௐ9DVW$XWRௐEDVHGௐRXWௐRIௐ0RQWUHDOௐ&DQDGDௐ$OWKRXJKௐZHௐSODQௐ WRௐIXOO\ௐLQWHJUDWHௐWKLVௐDFTXLVLWLRQௐZLWKௐWKHௐ2
5HLOO\ௐQHWZRUNௐZHௐDUHௐXQDEOHௐWRௐVHUYLFHௐ
&DQDGLDQௐHQWLWLHVௐWKURXJKௐWKLVௐFRQWUDFWௐDWௐWKLVௐWLPHௐ:HௐKRSHௐWKLVௐFKDQJHVௐLQௐWKHௐ IXWXUHௐDQGௐZLOOௐLQIRUPௐ6RXUFHZHOOௐZKHQௐZHௐFDQ

 ,GHQWLI\ௐDQ\ௐJHRJUDSKLFௐDUHDVௐRIௐWKHௐ8QLWHGௐ
6WDWHVௐRUௐ&DQDGDௐWKDWௐ\RXௐZLOOௐ127ௐEHௐIXOO\ௐ
VHUYLQJௐWKURXJKௐWKHௐSURSRVHGௐDJUHHPHQW
2 5HLOO\ௐ$XWRௐFXUUHQWO\ௐGRHVௐQRWௐKDYHௐDௐSUHVHQFHௐLQௐ'HODZDUHௐRUௐ1HZௐ-HUVH\ௐ:HௐDUHௐ ZRUNLQJௐRQௐLQWHJUDWLQJௐWKHௐ2
5HLOO\ௐQHWZRUNௐZLWKௐRXUௐUHFHQWௐ&DQDGLDQௐDFTXLVLWLRQௐRIௐ9DVW $XWRௐKRZHYHUௐDWௐWKLVௐWLPHௐ&DQDGDௐZLOOௐQRWௐEHௐVHUYLFHGௐWKURXJKௐWKLVௐDJUHHPHQWௐDVௐZHOO 
Bid Number: RFP 100124 Vendor Name: O'Reilly Auto Enterprises LLC 











 

 ,GHQWLI\ௐDQ\ௐDFFRXQWௐW\SHௐRIௐ3DUWLFLSDWLQJௐ
(QWLW\ௐZKLFKௐZLOOௐQRWௐKDYHௐIXOOௐDFFHVVௐWRௐ
\RXUௐ6ROXWLRQVௐLIௐDZDUGHGௐDQௐDJUHHPHQWௐ
DQGௐWKHௐUHDVRQLQJௐIRUௐWKLV
:HௐGRௐQRWௐKDYHௐDQ\ௐOLPLWDWLRQVௐRQௐVHFWRUVௐH[FHSWௐZKHUHௐZHௐGRௐQRWௐFXUUHQWO\ௐKDYHௐD VWRUHௐSUHVHQFH 
 'HILQHௐDQ\ௐVSHFLILFௐUHTXLUHPHQWVௐRUௐ
UHVWULFWLRQVௐWKDWௐZRXOGௐDSSO\ௐWRௐRXUௐ
SDUWLFLSDWLQJௐHQWLWLHVௐLQௐ+DZDLLௐDQGௐ$ODVNDௐ
DQGௐLQௐ86ௐ7HUULWRULHV
2 5HLOO\ௐLVௐFXUUHQWO\ௐRSHUDWLQJௐLQௐ+DZDLLௐDQGௐ$ODVNDௐZLWKRXWௐDQ\ௐVSHFLILFௐUHTXLUHPHQWVௐ RUௐUHVWULFWLRQVௐXQOHVVௐWKHௐHQWLW\ௐLVௐRYHUௐௐPLOHVௐIURPௐDQௐ2 5HLOO\ௐVWRUHௐ,IௐWKHௐHQWLW\ௐLVௐ
RYHUௐௐPLOHVௐWKH\ௐFDQௐVWLOOௐXWLOL]HௐWKHௐFRQWUDFWௐIRUௐSXUFKDVHVௐKRZHYHUௐGHOLYHU\ௐPD\ௐQRWௐ EHௐDYDLODEOHௐ:HௐGRௐQRWௐKDYHௐDௐSUHVHQFHௐLQௐ86ௐWHUULWRULHVௐDWௐWKLVௐWLPH 
 :LOOௐ3URSRVHUௐH[WHQGௐWHUPVௐRIௐDQ\ௐDZDUGHGௐ
PDVWHUௐDJUHHPHQWௐWRௐQRQSURILWௐHQWLWLHV"
2 5HLOO\ௐZLOOௐH[WHQGௐWKHௐWHUPVௐRIௐWKLVௐDJUHHPHQWௐWRௐQRQSURILWௐHQWLWLHVௐWKDWௐDUHௐPHPEHUVௐ RIௐ6RXUFHZHOO 
7DEOH
0DUNHWLQJ3ODQ
3RLQWV

/LQH
,WHP 4XHVWLRQ 5HVSRQVH 
 'HVFULEHௐ\RXUௐPDUNHWLQJௐVWUDWHJ\ௐIRUௐ
SURPRWLQJௐWKLVௐRSSRUWXQLW\ௐௐ8SORDGௐ
UHSUHVHQWDWLYHௐVDPSOHVௐRIௐ\RXUௐ
PDUNHWLQJௐPDWHULDOVௐ
LIௐDSSOLFDEOH
ௐLQௐ
WKHௐGRFXPHQWௐXSORDGௐVHFWLRQௐRIௐ\RXUௐ
UHVSRQVH
2 5HLOO\
VௐH[WHQVLYHௐDQGௐNQRZOHGJHDEOHௐVDOHVௐIRUFHௐLVௐRXWௐLQௐWKHௐILHOGௐFDOOLQJௐRQௐQHZௐDQGௐ H[LVWLQJௐFXVWRPHUVௐRQௐDௐGDLO\ௐEDVLVௐ7KHVHௐWHDPௐPHPEHUVௐDUHௐNQRZOHGJHDEOHௐLQௐRXUௐ FRRSHUDWLYHௐFRQWUDFWௐRIIHULQJௐDQGௐLIௐZHௐZHUHௐWRௐEHௐDZDUGHGௐWKLVௐFRQWUDFWௐWKH\ௐZRXOGௐEHJLQௐ RIIHULQJௐWKHௐXVHௐRIௐLWௐWRௐDSSOLFDEOHௐFXVWRPHUVௐ3OHDVHௐVHHௐDWWDFKPHQWௐ 2 5HLOO\ௐ0DUNHWLQJௐ
0DWHULDOV
ௐIRUௐPRUHௐLQIRUPDWLRQ

 'HVFULEHௐ\RXUௐXVHௐRIௐWHFKQRORJ\ௐDQGௐ
GLJLWDOௐGDWDௐ
HJௐVRFLDOௐPHGLDௐ
PHWDGDWDௐXVDJH
ௐWRௐHQKDQFHௐ
PDUNHWLQJௐHIIHFWLYHQHVV
2 5HLOO\ௐKDVௐDௐSUHVHQFHௐRQௐDOOௐPDMRUௐVRFLDOௐPHGLDௐSODWIRUPVௐ7KHVHௐDUHௐXWLOL]HGௐWRௐVSUHDGௐ DZDUHQHVVௐRIௐRXUௐSURGXFWௐRIIHULQJௐDQGௐFXUUHQWௐSURPRWLRQV  
,Qௐ\RXUௐYLHZௐZKDWௐLVௐ6RXUFHZHOO¶VௐUROHௐ
LQௐSURPRWLQJௐDJUHHPHQWVௐDULVLQJௐRXWௐRIௐ
WKLVௐ5)3"ௐ+RZௐZLOOௐ\RXௐLQWHJUDWHௐDௐ
6RXUFHZHOODZDUGHGௐDJUHHPHQWௐLQWRௐ
\RXUௐVDOHVௐSURFHVV"
2 5HLOO\ௐYLHZVௐ6RXUFHZHOOௐDVௐDௐSDUWQHUௐLQௐSURPRWLQJௐWKLVௐFRQWUDFWௐ:HௐZRXOGௐH[SHFW 6RXUFHZHOOௐWRௐLQIRUPௐLWVௐPHPEHUVௐRIௐRXUௐFRQWUDFWௐLIௐDZDUGHGௐ2 5HLOO\ௐZLOOௐXWLOL]HௐRXUௐVDOHVௐ
IRUFHௐWRௐUHDFKௐRXWௐWRௐSURVSHFWLYHௐ6RXUFHZHOOௐPHPEHUVௐWRௐHGXFDWHௐWKHPௐRQௐRXUௐSURJUDPௐ DQGௐIDFLOLWDWHௐDQ\ௐDGGLWLRQDOௐQHHGVௐWKDWௐDUHௐUHTXLUHGௐWRௐUHJLVWHUௐDQGௐXVHௐWKLVௐSURJUDP 
 $UHௐ\RXUௐ6ROXWLRQVௐDYDLODEOHௐWKURXJKௐ
DQௐHSURFXUHPHQWௐRUGHULQJௐSURFHVV"ௐ,Iௐ
VRௐGHVFULEHௐ\RXUௐHSURFXUHPHQWௐ
V\VWHPௐDQGௐKRZௐJRYHUQPHQWDOௐDQGௐ
HGXFDWLRQDOௐFXVWRPHUVௐKDYHௐXVHGௐLW
<HVௐ2
5HLOO\ௐRIIHUVௐRXUௐIXOOௐFDWDORJௐDQGௐRUGHULQJௐV\VWHPௐFDOOHGௐ)LUVWௐ&DOOௐ2QOLQHௐIRUௐQR FKDUJHௐ&XVWRPHUVௐFDQௐORRNௐXSௐSDUWVௐSODFHௐRUGHUVௐPDNHௐSD\PHQWVௐDQGௐXWLOL]HௐPXOWLSOHௐ IHDWXUHVௐWKDWௐZLOOௐKHOSௐZLWKௐWKHLUௐHYHU\ௐSXUFKDVLQJௐQHHGௐ6HHௐDWWDFKPHQWௐ 2 5HLOO\ௐ$XWRௐ3DUWVௐ
)LUVWௐ&DOOௐ2QOLQH
ௐIRUௐPRUHௐLQIRUPDWLRQ

7DEOH$
9DOXH$GGHG$WWULEXWHV
3RLQWV

/LQH
,WHP 4XHVWLRQ 5HVSRQVH 
 'HVFULEHௐDQ\ௐSURGXFWௐHTXLSPHQWௐ
PDLQWHQDQFHௐRUௐRSHUDWRUௐWUDLQLQJௐ
SURJUDPVௐWKDWௐ\RXௐRIIHUௐWRௐ
6RXUFHZHOOௐSDUWLFLSDWLQJௐHQWLWLHVௐ
,QFOXGHௐGHWDLOVௐVXFKௐDVௐZKHWKHUௐ
WUDLQLQJௐLVௐVWDQGDUGௐRUௐRSWLRQDOௐ
ZKRௐSURYLGHVௐWUDLQLQJௐDQGௐDQ\ௐ
FRVWVௐWKDWௐDSSO\
:HௐRIIHUௐVHYHUDOௐWUDLQLQJௐRSWLRQVௐIURPௐFODVVௐURRPௐFRXUVHVௐWRௐZHEௐEDVHGௐWUDLQLQJௐ7KHௐFRVWௐ RIௐWKHௐFRXUVHVௐFDQௐYDU\ௐE\ௐQXPEHUௐRIௐDWWHQGHHVௐDQGௐW\SHௐRIௐWUDLQLQJௐ2¶5HLOO\ௐKDVௐWKHௐDELOLW\ௐ WRௐFXVWRPௐWDLORUௐWKHVHௐFRXUVHVௐWRௐPHHWௐWKHௐQHHGVௐRIௐDJHQFLHV 3OHDVHௐVHHௐWKHௐ2
5HLOO\ௐWUDLQLQJௐEURFKXUHௐORFDWHGௐLQௐWKHௐ
2 5HLOO\ௐ0DUNHWLQJௐ0DWHULDOV
ௐ
DWWDFKPHQW

 'HVFULEHௐDQ\ௐWHFKQRORJLFDOௐ
DGYDQFHVௐWKDWௐ\RXUௐSURSRVHGௐ
6ROXWLRQVௐRIIHU
7RௐSDLUௐZLWKௐWKHௐRQOLQHௐRUGHULQJௐV\VWHPௐZHௐKDYHௐDGGHGௐFRQQHFWLYLW\ௐZLWKௐ\RXUௐVPDUWௐSKRQHௐ WRௐDOORZௐ9,1ௐVFDQQLQJௐ9HKLFOHௐLQIRUPDWLRQௐFDQௐQRZௐEHௐORRNHGௐXSௐWKURXJKௐWKHௐYHKLFOH¶Vௐ OLFHQVHௐSODWHௐQXPEHUௐDVௐZHOOௐ7RௐVWUHDPOLQHௐWKHௐDFFRXQWLQJௐVLGHௐZHௐKDYHௐWKHௐFDSDELOLW\ௐWRௐ WUDQVPLWௐDQGௐUHFHLYHௐLQYRLFHௐFUHGLWௐDQGௐSD\PHQWௐLQIRUPDWLRQௐYLDௐ(', 2 5HLOO\ௐLVௐDOVRௐODXQFKLQJௐDௐPRELOHௐDSSௐLQௐ4ௐRIௐௐ7KLVௐZLOOௐEHௐLQFOXGHGௐDVௐDௐVROXWLRQௐ XQGHUௐWKLVௐFRQWUDFWௐ0RUHௐLQIRUPDWLRQௐRQௐWKLVௐZLOOௐEHௐSURYLGHGௐFORVHUௐWRௐODXQFKௐGDWH 
Bid Number: RFP 100124 Vendor Name: O'Reilly Auto Enterprises LLC 











 

 'HVFULEHௐDQ\ௐ³JUHHQ´ௐLQLWLDWLYHVௐ
WKDWௐUHODWHௐWRௐ\RXUௐFRPSDQ\ௐRUௐWRௐ
\RXUௐ6ROXWLRQVௐDQGௐLQFOXGHௐDௐOLVWௐ
RIௐWKHௐFHUWLI\LQJௐDJHQF\ௐIRUௐHDFK
2 5HLOO\ௐ$XWRௐ3DUW
VௐPRWWRௐLVௐ
/LYHௐ*UHHQ
ௐ7RௐVKRZௐRXUௐFRPPLWPHQWௐWRௐOLYLQJௐJUHHQௐZHௐKDYHௐ
WKHௐIROORZLQJௐJUHHQௐLQLWLDWLYHVௐLQௐSODFHௐDWௐ2¶5HLOO\


ௐ2LOௐDQGௐ2LOௐILOWHUVௐ±ௐ$OPRVWௐDOOௐVWRUHVௐDFFHSWௐRLOWUDQVPLVVLRQௐIOXLGௐDQGௐRLOௐILOWHUVௐIURPௐZDON LQௐFXVWRPHUVௐ7KLVௐLVௐGRQHௐDWௐQRௐFKDUJHௐWRௐWKHௐFXVWRPHU 
ௐ%DWWHULHVௐ±ௐ:HௐWDNHௐDQGௐUHF\FOHௐEDWWHULHVௐDWௐQRௐFKDUJHௐWRௐRXUௐFXVWRPHUV 
ௐ&DUGERDUGௐ±,IௐWKHௐWUDVKௐKDXOHUVௐWKDWௐVHUYLFHௐRXUௐVWRUHVௐSDUWLFLSDWHௐLQௐDௐUHF\FOLQJௐSURJUDPௐ FDUGERDUGௐUHF\FOLQJௐLVௐRIIHUHGௐDWௐVWRUHௐOHYHOௐ:KHWKHUௐUHF\FOLQJௐRUௐQRWௐVWRUHVௐDUHௐDVNHGௐWRௐ EUHDNௐGRZQௐDOOௐFDUGERDUGௐER[HVௐWKXVௐUHGXFLQJௐWKHௐIUHTXHQF\ௐRIௐWUDVKFDUGERDUGௐSLFNௐXSVௐ UHTXLUHGௐ7KLVௐUHGXFHVௐWKHௐIXHOௐXVHGௐE\ௐWKHௐKDXOHUVௐ7KHௐ'&VௐFRPSDFWௐDQGௐEDOHௐWKHLUௐRZQௐ FDUGERDUGௐZKLFKௐLVௐSLFNHGௐXSௐE\ௐWKHௐUHF\FOLQJௐSODQW

ௐ3DSHUௐ±ௐ7KHௐFRUSRUDWHௐKHDGTXDUWHUVௐDQGௐPDQ\ௐUHJLRQDOௐRIILFHVௐKDYHௐELQVௐWRௐFROOHFWௐSDSHUௐ IRUௐUHF\FOLQJௐ(YHQௐRXUௐ7HDPௐ6SLULWௐ
LQWHUQDOௐPRQWKO\ௐPDJD]LQHௐIRUௐDOOௐ2
5HLOO\ௐ7HDPௐ0HPEHUV
ௐ
LVௐSXEOLVKHGௐRQௐUHF\FOHGௐSDSHU

ௐ$OXPLQXPௐFDQVௐ±ௐ0RVWௐ'&VௐDQGௐRIILFHVௐUHF\FOHௐDOXPLQXPௐFDQV 
ௐ)XHOௐ±ௐ:HௐSXUFKDVHௐIRXUF\OLQGHUௐWUXFNVௐZKLFKௐUXQௐPRUHௐIXHOௐHIILFLHQWO\ௐWKDQௐRWKHUௐWUXFNVௐLQௐ WKHௐPDUNHW

ௐ(QHUJ\ௐ±ௐ0RVWௐVWRUHVௐDQGௐVRPHௐ'&VௐKDYHௐDQௐHQHUJ\ௐPDQDJHPHQWௐV\VWHPௐLQVWDOOHGௐZKLFKௐ FRQWUROVௐSHDNௐGHPDQGௐPDLQWDLQVௐ+9$&ௐVHWSRLQWVௐDQGௐQRWLILHVௐXVௐZKHQௐ+9$&ௐXQLWV DUHௐQRWௐIXQFWLRQLQJௐHIILFLHQWO\ௐWKXVௐUHGXFLQJௐWKHௐHQHUJ\ௐFRQVXPHGௐDQGௐPRQH\ௐVSHQWௐIRUௐHQHUJ\ 
ௐ2WKHUௐ±ௐ6RPHௐ'&RIILFHௐORFDWLRQVௐUHF\FOHௐPHWDOௐSDOOHWVௐDQGௐSKRQHௐERRNVௐ6WRUHVௐDUHௐ DOZD\VௐHQFRXUDJHGௐWRௐORRNௐDWௐLWHPVZD\VௐWKH\ௐFDQௐUHF\FOHௐFDUGERDUGௐSDSHUௐDOXPLQXPௐHWFௐ IURPௐWKHௐVWRUHௐWKURXJKௐORFDOௐFRQWDFWVௐZLWKLQௐWKHLUௐFRPPXQLWLHV 
 ,GHQWLI\ௐDQ\ௐWKLUGSDUW\ௐLVVXHGௐHFR
ODEHOVௐUDWLQJVௐRUௐFHUWLILFDWLRQVௐWKDWௐ
\RXUௐFRPSDQ\ௐKDVௐUHFHLYHGௐIRUௐWKHௐ
6ROXWLRQVௐLQFOXGHGௐLQௐ\RXUௐ3URSRVDOௐ
UHODWHGௐWRௐHQHUJ\ௐHIILFLHQF\ௐRUௐ
FRQVHUYDWLRQௐOLIHF\FOHௐGHVLJQௐ

FUDGOHWRFUDGOH
ௐRUௐRWKHUௐ
JUHHQVXVWDLQDELOLW\ௐIDFWRUV
:HௐKDYHௐDௐQXPEHUௐRIௐSURGXFWVௐWKDWௐKDYHௐDௐFRPELQDWLRQௐRIௐHFRODEHOVௐUDWLQJVௐRUௐ FHUWLILFDWLRQVௐ$ௐOLVWௐRIௐWKHVHௐSURGXFWVௐFDQௐEHௐPDGHௐDYDLODEOHௐXSRQௐUHTXHVW 
 :KDWௐXQLTXHௐDWWULEXWHVௐGRHVௐ\RXUௐ
FRPSDQ\ௐ\RXUௐSURGXFWVௐRUௐ\RXUௐ
VHUYLFHVௐRIIHUௐWRௐ6RXUFHZHOOௐ
SDUWLFLSDWLQJௐHQWLWLHV"ௐ:KDWௐPDNHVௐ
\RXUௐSURSRVHGௐVROXWLRQVௐXQLTXHௐLQௐ
\RXUௐLQGXVWU\ௐDVௐLWௐDSSOLHVௐWRௐ
6RXUFHZHOOௐSDUWLFLSDWLQJௐHQWLWLHV"
:HௐOHDGௐWKHௐLQGXVWU\ௐLQௐSDUWVௐDYDLODELOLW\ௐDQGௐRXUௐFRPSHWLWLYHௐDGYDQWDJHௐVWDUWVௐZLWKௐDௐYHU\ௐ UREXVWௐWLHUHGௐUHJLRQDOௐGLVWULEXWLRQௐQHWZRUNௐPDGHௐXSௐRIௐௐGLVWULEXWLRQௐFHQWHUVௐZKLFKௐ UHSOHQLVKௐRXUௐVWRUHVௐDWௐOHDVWௐILYHௐQLJKWVௐDௐZHHNௐIURPௐLQYHQWRULHVௐWKDWௐDYHUDJHௐௐ6.8Vௐ %\ௐVHUYLFLQJௐRXUௐVWRUHVௐDWௐOHDVWௐILYHௐQLJKWVௐDௐZHHNௐZHௐDUHௐDEOHௐWRௐGHSOR\ௐRXUௐLQYHQWRU\ௐ GROODUVௐLQௐDௐJUHDWHUௐEUHDGWKௐRIௐLQYHQWRU\ௐDWௐWKHௐVWRUHௐOHYHOௐYHUVXVௐFDUU\LQJௐDௐJUHDWHUௐGHSWKௐRIௐ LQYHQWRU\ௐWKDWௐZRXOGௐEHௐUHTXLUHGௐLIௐRXUௐVWRUHVௐZHUHௐUHSOHQLVKHGௐOHVVௐRIWHQௐIURPௐWKHௐ'&Vௐ7KLVௐ EUHDGWKௐRIௐLQYHQWRU\ௐPHDQVௐZHௐZLOOௐEHௐPXFKௐPRUHௐOLNHO\ௐWRௐKDYHௐDௐSDUWௐLQௐVWRFNௐLQௐWKHௐVWRUHௐ ZKHQௐDௐFXVWRPHUௐQHHGVௐLWௐ:HௐIXUWKHUௐDXJPHQWௐRXUௐVWRUHௐOHYHOௐLQYHQWRU\ௐDYDLODELOLW\ௐE\ௐ SURYLGLQJௐPRUHௐWKDQௐ
ௐRIௐRXUௐVWRUHVௐZLWKௐVDPHௐGD\ௐDFFHVVௐWRௐD
EURDGHUௐVHOHFWLRQௐRIௐKDUGWRILQGௐLQYHQWRU\ௐWKURXJKௐPXOWLSOHௐGDLO\ௐGHOLYHULHVௐIURPௐHLWKHUௐDௐ'&ௐ RUௐRQHௐRIௐRXUௐௐH[SDQGHGௐLQYHQWRU\ௐ+XEௐVWRUHVௐZKLFKௐVWRFNௐRQௐDYHUDJHௐௐ6.8Vௐ +XEVௐLQௐVHOHFWௐPDUNHWVௐFDUU\ௐDௐIXUWKHUௐHQKDQFHGௐLQYHQWRU\ௐOHYHOVௐRIௐௐ6.8Vௐ2XUௐ FXVWRPHUௐVHUYLFHௐFRPPLWPHQWௐLVௐWRௐ³QHYHUௐVD\ௐQR´ௐDQGௐZHௐZLOOௐUHPDLQௐWKHௐLQGXVWU\ௐOHDGHUௐLQௐ SDUWVௐDYDLODELOLW\ௐSURYLGLQJௐRXUௐ7HDPௐ0HPEHUVௐZLWKௐWKHௐWRROVௐQHFHVVDU\ௐWRௐSURYLGHௐH[WUHPHO\ௐ KLJKௐOHYHOVௐRIௐVHUYLFHௐDQGௐHDUQௐFXVWRPHUV¶ௐEXVLQHVVௐ
$OOௐ2¶5HLOO\ௐVWRUHVௐDUHௐFRPSDQ\ௐRZQHGௐPHDQLQJௐXQLIRUPௐDGKHUHQFHௐWRௐFRQWUDFWௐSURYLVLRQVௐ DFURVVௐWKHௐQDWLRQ

Bid Number: RFP 100124 Vendor Name: O'Reilly Auto Enterprises LLC 











 

7DEOH%
9DOXH$GGHG$WWULEXWHV
/LQH
,WHP 4XHVWLRQ &HUWLILFDWLRQ 2IIHUHG &R PPHQW
 6HOHFWௐDQ\ௐ:RPHQௐRUௐ
0LQRULW\ௐ%XVLQHVVௐ
(QWLW\ௐ
:0%(
ௐ6PDOOௐ
%XVLQHVVௐ(QWLW\ௐ

6%(
ௐRUௐYHWHUDQௐ
RZQHGௐEXVLQHVVௐ
FHUWLILFDWLRQVௐWKDWௐ\RXUௐ
FRPSDQ\ௐRUௐKXEௐ
SDUWQHUVௐKDYHௐ
REWDLQHGௐ8SORDGௐ
GRFXPHQWDWLRQௐDQGௐDௐ
OLVWLQJௐRIௐGHDOHUVKLSVௐ
+8%ௐSDUWQHUVௐRUௐUH
VHOOHUVௐLIௐDYDLODEOHௐ
6HOHFWௐDOOௐWKDWௐDSSO\

<HV
1R

  0LQRULW\ௐ%XVLQHVVௐ
(QWHUSULVHௐ
0%(

<HV
1R

  :RPHQௐ%XVLQHVVௐ
(QWHUSULVHௐ
:%(

<HV
1R


 'LVDEOHG2ZQHGௐ
%XVLQHVVௐ(QWHUSULVHௐ

'2%(

<HV
1R

  9HWHUDQ2ZQHGௐ
%XVLQHVVௐ(QWHUSULVH

9%(

<HV
1R

  6HUYLFH'LVDEOHGௐ
9HWHUDQ2ZQHGௐ
%XVLQHVV

6'92%

<HV
1R

  6PDOOௐ%XVLQHVVௐ
(QWHUSULVHௐ
6%(

<HV
1R

  6PDOOௐ'LVDGYDQWDJHGௐ
%XVLQHVVௐ
6'%

<HV
1R

  :RPHQ2ZQHGௐ6PDOOௐ
%XVLQHVVௐ
:26%

<HV
1R

7DEOH
3ULFLQJ
3RLQWV

3URYLGHGHWDLOHGSULFLQJLQIRUPDWLRQLQWKHTXHVWLRQVWKDWIROORZEHORZ /LQH
,WHP 4XHVWLRQ 5HVSRQVH 
 'HVFULEHௐ\RXUௐSD\PHQWௐWHUPVௐDQGௐDFFHSWHGௐSD\PHQWௐ
PHWKRGV
2 5HLOO\ௐRIIHUVௐSD\PHQWௐWHUPVௐRIௐௐWKௐQHWௐWKௐXSRQௐDSSURYHGௐ FUHGLWௐ7RௐUHFHLYHௐWKHௐHDUO\ௐSD\ௐGLVFRXQWௐVWDWHPHQWVௐPXVWௐEHௐPDGHௐ HLWKHUௐZLWKௐFDVKௐRUௐFKHFN
:HௐDOVRௐDFFHSWௐFDVKௐDQGௐFUHGLWௐFDUGVௐDVௐSD\PHQWௐPHWKRGVௐDWௐSRLQWௐ RIௐVDOH

 'HVFULEHௐDQ\ௐOHDVLQJௐRUௐILQDQFLQJௐRSWLRQVௐDYDLODEOHௐIRUௐXVHௐ E\ௐHGXFDWLRQDOௐRUௐJRYHUQPHQWDOௐHQWLWLHV
:HௐFDQௐIDFLOLWDWHௐOHDVLQJௐRSWLRQVௐWKURXJKௐDௐWKLUGௐSDUW\ௐKRZHYHUௐZHௐ GRௐQRWௐRIIHUௐOHDVLQJௐRSWLRQVௐRXUVHOYHVௐ2
5HLOO\ௐGRHVௐRIIHUௐLQKRXVHௐ
ILQDQFLQJௐSULPDULO\ௐRQௐVKRSௐHTXLSPHQWௐXSRQௐDSSURYHGௐFUHGLW 
 'HVFULEHௐDQ\ௐVWDQGDUGௐWUDQVDFWLRQௐGRFXPHQWVௐWKDWௐ\RXௐ SURSRVHௐWRௐXVHௐLQௐFRQQHFWLRQௐZLWKௐDQௐDZDUGHGௐDJUHHPHQWௐ

RUGHUௐIRUPVௐWHUPVௐDQGௐFRQGLWLRQVௐVHUYLFHௐOHYHOௐ
DJUHHPHQWVௐHWF
ௐ8SORDGௐDOOௐWHPSODWHௐDJUHHPHQWVௐRUௐ
WUDQVDFWLRQௐGRFXPHQWVௐZKLFKௐPD\ௐEHௐSURSRVHGௐWRௐ
3DUWLFLSDWLQJௐ(QWLWLHV
:HௐDUHௐUHTXHVWLQJௐ6RXUFHZHOOௐHQWLWLHVௐWRௐXWLOL]HௐRXUௐRQOLQHௐFDWDORJௐ FDOOHGௐ)LUVWௐ&DOOௐ2QOLQHௐ
ZZZILUVWFDOORQOLQHFRP
ௐWRௐSODFHௐRUGHUVௐRUௐE\ௐ
FDOOLQJௐWKHLUௐDVVLJQHGௐ2
5HLOO\ௐVWRUH
,IௐDQௐHQWLW\ௐLVௐUHTXHVWLQJௐDௐFKDUJHௐDFFRXQWௐZHௐKDYHௐ
XSORDGHGௐ
2 5HLOO\ௐ&UHGLWௐ$SS
ௐIRUௐWKHLUௐUHYLHZ

 'Rௐ\RXௐDFFHSWௐWKHௐ3FDUGௐSURFXUHPHQWௐDQGௐSD\PHQWௐ
SURFHVV"ௐ,IௐVRௐLVௐWKHUHௐDQ\ௐDGGLWLRQDOௐFRVWௐWRௐ6RXUFHZHOOௐ SDUWLFLSDWLQJௐHQWLWLHVௐIRUௐXVLQJௐWKLVௐSURFHVV"
<HVௐ3FDUGVௐDUHௐDFFHSWHGௐDVௐORQJௐDVௐWKH\ௐDUHௐEDFNHGௐE\ௐDௐPDMRUௐ FUHGLWௐFDUGௐFRPSDQ\ௐ7KHUHௐLVௐQRௐDGGLWLRQDOௐFRVWௐIRUௐWKLVௐVHUYLFH  Bid Number: RFP 100124 Vendor Name: O'Reilly Auto Enterprises LLC 











 


'HVFULEHௐ\RXUௐSULFLQJௐPRGHOௐ
HJௐOLQHLWHPௐGLVFRXQWVௐRUௐ
SURGXFWFDWHJRU\ௐGLVFRXQWV
ௐ3URYLGHௐGHWDLOHGௐSULFLQJௐGDWDௐ

LQFOXGLQJௐVWDQGDUGௐRUௐOLVWௐSULFLQJௐDQGௐWKHௐ6RXUFHZHOOௐ
GLVFRXQWHGௐSULFH
ௐRQௐDOOௐRIௐWKHௐLWHPVௐWKDWௐ\RXௐZDQWௐ
6RXUFHZHOOௐWRௐFRQVLGHUௐDVௐSDUWௐRIௐ\RXUௐ5)3ௐUHVSRQVHௐ,Iௐ DSSOLFDEOHௐSURYLGHௐDௐ6.8ௐIRUௐHDFKௐLWHPௐLQௐ\RXUௐSURSRVDOௐ 8SORDGௐ\RXUௐSULFLQJௐPDWHULDOVௐ
LIௐDSSOLFDEOH
ௐLQௐWKHௐ
GRFXPHQWௐXSORDGௐVHFWLRQௐRIௐ\RXUௐUHVSRQVH
:HௐRIIHUௐDௐSURGXFWFDWHJRU\ௐGLVFRXQWௐSULFLQJௐPRGHOௐ7KHௐSURSRVHGௐ GLVFRXQWௐIRUௐ6RXUFHZHOOௐZLOOௐEHௐ2
5HLOO\ௐ/LVWௐ3ULFHௐOHVVௐௐRUௐEHWWHUௐ
7KLVௐGLVFRXQWௐZLOOௐFRYHUௐHYHU\ௐLWHPௐZHௐRIIHUௐ'XHௐWRௐWKHௐQXPEHUௐRIௐ LWHPVௐ2
5HLOO\ௐRIIHUVௐDQௐLQGLYLGXDOௐOLVWLQJௐRIௐHYHU\ௐLWHPௐLV
QRWௐDYDLODEOHௐ:HௐGRௐKDYHௐDWWDFKHGௐWKHௐOLVWLQJௐRIௐHYHU\ௐSURGXFWௐ FDWHJRU\ௐVXEFDWHJRU\ௐDQGௐVHJPHQWௐRQௐLWHPVௐZHௐDUHௐSURSRVLQJௐZLWKௐ WKHௐVWDWHGௐGLVFRXQW

 4XDQWLI\ௐWKHௐSULFLQJௐGLVFRXQWௐUHSUHVHQWHGௐE\ௐWKHௐSULFLQJௐ SURSRVDOௐLQௐWKLVௐUHVSRQVHௐ)RUௐH[DPSOHௐLIௐWKHௐSULFLQJௐLQௐ \RXUௐUHVSRQVHௐUHSUHVHQWVௐDௐSHUFHQWDJHௐGLVFRXQWௐIURPௐ
0653ௐRUௐOLVWௐVWDWHௐWKHௐSHUFHQWDJHௐRUௐSHUFHQWDJHௐUDQJH 6RXUFHZHOO
VௐFDWDORJௐGLVFRXQWௐZLOOௐEHௐ2
5HLOO\ௐ/LVWௐ3ULFHௐOHVVௐௐRUௐ
EHWWHUௐ7KLVௐGLVFRXQWௐZLOOௐUDQJHௐRIIௐ2
5HLOO\ௐ/LVWௐ3ULFHௐIURPௐௐWRௐ
ௐRII 
 'HVFULEHௐDQ\ௐTXDQWLW\ௐRUௐYROXPHௐGLVFRXQWVௐRUௐUHEDWHௐ SURJUDPVௐWKDWௐ\RXௐRIIHU
$Q\ௐTXDQWLW\ௐGLVFRXQWVௐDUHௐHYDOXDWHGௐRQௐDௐFDVHௐE\ௐFDVHௐEDVLV ,IௐDQௐHQWLW\ௐLVௐORRNLQJௐIRUௐDௐVWRFNLQJௐSURJUDPௐZHௐGRௐRIIHUௐGLVFRXQWHGௐ SULFLQJௐRQௐVHOHFWௐFRPPRQO\ௐXVHGௐௐLWHPVௐLIௐWKH\ௐZHUHௐWRௐPDLQWDLQௐDௐ PLQLPXPௐVWRFNLQJௐLQYHQWRU\ௐRIௐௐ3OHDVHௐVHHௐWKHௐ2
5HLOO\ௐ
6WRFNLQJௐ3URJUDPௐIO\HUௐFRQWDLQHGௐLQௐWKHௐDWWDFKPHQWௐ
2 5HLOO\ௐ
0DUNHWLQJௐ0DWHULDOV
ௐIRUௐPRUHௐLQIRUPDWLRQ
:HௐDOVRௐRIIHUௐEUDNHௐNLWௐSDFNDJHVௐDVௐDௐZD\ௐIRUௐHQWLWLHVௐWRௐVDYHௐ PRQH\ௐ:KHQௐDQௐHQWLW\ௐSXUFKDVHVௐWZRௐURWRUVௐDQGௐDௐVHWௐRIௐSDGVௐWKH\ௐ ZLOOௐEHௐGLVFRXQWHGௐWRௐDௐIODWௐUDWHௐEDVHGௐRQௐWKHௐWLHUௐRIௐWKHௐEUDNHௐ SDGVURWRUVௐ)RUௐPRUHௐLQIRUPDWLRQௐRQௐRXUௐEUDNHௐNLWVௐSOHDVHௐVHHௐWKHௐ ODWHVWௐ2
5HLOO\ௐ%UDNHௐ3DFNDJHVௐIO\HUௐFRQWDLQHGௐLQௐWKHௐ
DWWDFKPHQWௐ
2 5HLOO\ௐ0DUNHWLQJௐ0DWHULDOV
ௐIRUௐPRUHௐLQIRUPDWLRQ

 3URSRVHௐDௐPHWKRGௐRIௐIDFLOLWDWLQJௐ³VRXUFHG´ௐSURGXFWVௐRUௐ UHODWHGௐVHUYLFHVௐZKLFKௐPD\ௐEHௐUHIHUUHGௐWRௐDVௐ³RSHQௐ
PDUNHW´ௐLWHPVௐRUௐQRQFRQWUDFWHGௐLWHPVௐ)RUௐH[DPSOHௐ\RXௐ PD\ௐVXSSO\ௐVXFKௐLWHPVௐ³DWௐFRVW´ௐRUௐ³DWௐFRVWௐSOXVௐDௐ
SHUFHQWDJH´ௐRUௐ\RXௐPD\ௐVXSSO\ௐDௐTXRWHௐIRUௐHDFKௐVXFKௐ
UHTXHVW
2 5HLOO\ௐLVௐSURXGௐRIௐRXUௐ
1HYHUௐ6D\ௐ1R
ௐSKLORVRSK\ௐZKHQௐLWௐFRPHVௐWRௐ
HQVXULQJௐWKHௐFXVWRPHUVௐKDYHௐZKDWௐWKH\ௐQHHGௐ,QௐWKHௐHYHQWௐDQௐDJHQF\ௐ LVௐQHHGLQJௐDௐSURGXFWௐWKDWௐ2
5HLOO\ௐGRHVௐQRWௐRIIHUௐZHௐZLOOௐVWLOOௐVRXUFHௐ
WKHௐSDUWௐIURPௐDௐWKLUGௐSDUW\ௐ7KHVHௐRXWVLGHௐSXUFKDVHVௐDUHௐSULFHGௐDWௐDௐ VOLGLQJௐVFDOHௐEDVHGௐRQௐWKHௐDFTXLVLWLRQௐFRVW

 ,GHQWLI\ௐDQ\ௐHOHPHQWௐRIௐWKHௐWRWDOௐFRVWௐRIௐDFTXLVLWLRQௐWKDWௐLV ௐ 127ௐLQFOXGHGௐLQௐWKHௐSULFLQJௐVXEPLWWHGௐZLWKௐ\RXUௐUHVSRQVHௐ 7KLVௐLQFOXGHVௐDOOௐDGGLWLRQDOௐFKDUJHVௐDVVRFLDWHGௐZLWKௐDௐ SXUFKDVHௐWKDWௐDUHௐQRWௐGLUHFWO\ௐLGHQWLILHGௐDVௐIUHLJKWௐRUௐ VKLSSLQJௐFKDUJHVௐ)RUௐH[DPSOHௐOLVWௐFRVWVௐIRUௐLWHPVௐOLNHௐSUH GHOLYHU\ௐLQVSHFWLRQௐLQVWDOODWLRQௐVHWௐXSௐPDQGDWRU\ௐWUDLQLQJௐ RUௐLQLWLDOௐLQVSHFWLRQௐ,GHQWLI\ௐDQ\ௐSDUWLHVௐWKDWௐLPSRVHௐVXFKௐ FRVWVௐDQGௐWKHLUௐUHODWLRQVKLSௐWRௐWKHௐ3URSRVHU
,IௐDQௐLWHPௐLVௐQRWௐDYDLODEOHௐZLWKLQௐWKHௐVWRUH
VௐGLVWULEXWLRQௐQHWZRUNௐRUௐLIௐ
LWௐLVௐDௐVSHFLDOௐRUGHUௐLWHPௐIURPௐWKHௐPDQXIDFWXUHUௐDGGLWLRQDOௐIUHLJKWௐ FKDUJHVௐPD\ௐDSSO\ௐ$OOௐDGGLWLRQDOௐFKDUJHVௐZLOOௐEHௐFRPPXQLFDWHGௐDQGௐ DSSURYHGௐZLWKௐWKHௐFXVWRPHUௐSULRUௐWRௐWKHௐDFFHSWDQFHௐRIௐWKHௐRUGHU :HௐGRௐQRWௐPDUNௐXSௐVKLSSLQJௐFRVWV

 ,IௐIUHLJKWௐGHOLYHU\ௐRUௐVKLSSLQJௐLVௐDQௐDGGLWLRQDOௐFRVWௐWRௐWK Hௐ 6RXUFHZHOOௐSDUWLFLSDWLQJௐHQWLW\ௐGHVFULEHௐLQௐGHWDLOௐWKHௐ FRPSOHWHௐIUHLJKWௐVKLSSLQJௐDQGௐGHOLYHU\ௐSURJUDP
)UHLJKW'HOLYHU\6KLSSLQJௐFRVWVௐZLOOௐRQO\ௐEHௐDSSOLFDEOHௐRQௐ IDFWRU\VSHFLDOௐRUGHUௐVLWXDWLRQVௐ7KHVHௐFRVWVௐZLOOௐEHௐFRPPXQLFDWHGௐWRௐ DQGௐDSSURYHGௐE\ௐWKHௐDJHQF\ௐDWௐWKHௐWLPHௐRIௐWKHௐRUGHU
:HௐGRௐQRWௐPDUNௐXSௐVKLSSLQJௐFRVWV

 6SHFLILFDOO\ௐGHVFULEHௐIUHLJKWௐVKLSSLQJௐDQGௐGHOLYHU\ௐWHUPVௐR Uௐ SURJUDPVௐDYDLODEOHௐIRUௐ$ODVNDௐ+DZDLLௐ&DQDGDௐRUௐDQ\ௐ
RIIVKRUHௐGHOLYHU\
)UHLJKW'HOLYHU\6KLSSLQJௐFRVWVௐWRௐ$ODVNDௐDQGௐ+DZDLLௐZLOOௐRQO\ௐEHௐ DSSOLFDEOHௐIRUௐIDFWRU\VSHFLDOௐRUGHUௐLWHPVௐ&DQDGDௐDQGௐRIIVKRUHௐ GHOLYHU\ௐLVௐQRWௐDYDLODEOHௐDWௐWKLVௐWLPH

 'HVFULEHௐDQ\ௐXQLTXHௐGLVWULEXWLRQௐDQGRUௐGHOLYHU\ௐPHWKRGVௐRUௐ RSWLRQVௐRIIHUHGௐLQௐ\RXUௐSURSRVDO
'HOLYHU\ௐLVௐPDGHௐE\ௐ2¶5HLOO\ௐGHOLYHU\ௐWHDPௐPHPEHUVௐLQௐFRPSDQ\ௐ RZQHGௐYHKLFOHVௐ$YHUDJHௐGHOLYHU\ௐWLPHௐLVௐௐPLQXWHVௐIRUௐLWHPVௐ VWRFNHGௐLQௐRXUௐORFDOௐVWRUHௐ,WHPVௐWKDWௐDUHௐVWRFNHGௐLQௐRXUௐ'&VௐDUHௐ DYDLODEOHௐIRUௐQH[WௐGD\ௐGHOLYHU\ௐLIௐQRWௐHDUOLHUௐ7KLVௐVHUYLFHௐLVௐDYDLODEOHௐ WRௐDJHQFLHVௐWKDWௐDUHௐZLWKLQௐDௐௐPLOHௐUDGLXVௐRIௐDQௐ2¶5HLOO\ௐVWRUHௐ ORFDWLRQௐ)RUௐDJHQFLHVௐMXVWௐEH\RQGௐWKLVௐGLVWDQFHௐVFKHGXOHGௐGHOLYHULHVௐ PD\ௐEHௐDௐYLDEOHௐRSWLRQௐ7KHVHௐVLWXDWLRQVௐZRXOGௐEHௐDGGUHVVHGௐRQௐDௐ FDVHௐE\ௐFDVHௐEDVLVௐE\ௐORFDOௐVWRUHௐPDQDJHPHQW

 6SHFLILFDOO\ௐGHVFULEHௐDQ\ௐVHOIDXGLWௐSURFHVVௐRUௐSURJUDPௐWKDWௐ \RXௐSODQௐWRௐHPSOR\ௐWRௐYHULI\ௐFRPSOLDQFHௐZLWKௐ\RXUௐ
SURSRVHGௐDJUHHPHQWௐZLWKௐ6RXUFHZHOOௐ7KLVௐSURFHVVௐLQFOXGHVௐ HQVXULQJௐWKDWௐ6RXUFHZHOOௐSDUWLFLSDWLQJௐHQWLWLHVௐREWDLQௐWKHௐ SURSHUௐSULFLQJ
$OOௐFXUUHQWௐ6RXUFHZHOOௐPHPEHU
Vௐ2
5HLOO\ௐDFFRXQWVௐDUHௐORDGHGௐWRௐZKDWௐ
2 5HLOO\ௐFDOOVௐDௐ
*URXSௐ&RGH
ௐ7KLVௐJURXSௐFRGHௐDXWRPDWLFDOO\ௐDSSOLHVௐ
FRQWUDFWHGௐSULFLQJௐWRௐWKHௐFXVWRPHUௐDQGௐHQVXUHVௐWKH\ௐDUHௐUHSUHVHQWHGௐ RQௐDQ\ௐFRQWUDFWHGௐUHSRUWLQJ
:KHQHYHUௐDௐQHZௐDFFRXQWௐVLJQVௐXSௐIRUௐ2
5HLOO\
Vௐ6RXUFHZHOOௐSURJUDPௐ
WKH\ௐZLOOௐDOVRௐEHௐDGGHGௐWRௐWKHௐ6RXUFHZHOOௐJURXSௐFRGHௐVRௐWKDWௐSULFLQJௐ FDQௐEHௐDSSOLHGௐDQGௐWKH\ௐZLOOௐVKRZௐXSௐRQௐIXWXUHௐUHSRUWLQJௐ 7RௐSURSHUO\ௐHQVXUHௐDQௐHQWLW\ௐLVௐUHJLVWHUHGௐZLWKௐ2
5HLOO\
Vௐ6RXUFHZHOOௐ
SURJUDPௐWKH\ௐPXVWௐKDYHௐDQௐ2
5HLOO\ௐDFFRXQWௐQXPEHUௐ7KLVௐGRHVௐQRWௐ
UHTXLUHௐDௐFUHGLWௐDSSOLFDWLRQௐWRௐREWDLQௐDQௐDFFRXQWௐQXPEHUௐ7KHௐHQWLW\ௐ FDQௐFDOOௐRUௐYLVLWௐWKHLUௐORFDOௐ2
5HLOO\ௐVWRUHௐWRௐVLJQௐXSௐIRUௐDQௐDFFRXQW

 ,Iௐ\RXௐDUHௐDZDUGHGௐDQௐDJUHHPHQWௐSURYLGHௐDௐIHZௐH[DPSOHVௐ RIௐLQWHUQDOௐPHWULFVௐWKDWௐZLOOௐEHௐWUDFNHGௐWRௐPHDVXUHௐZKHWKHUௐ \RXௐDUHௐKDYLQJௐVXFFHVVௐZLWKௐWKHௐDJUHHPHQW
:HௐZLOOௐPHDVXUHௐWKHௐVXFFHVVௐRIௐWKLVௐFRQWUDFWௐEDVHGௐRQௐKRZௐPDQ\ௐ QHZௐHQWLWLHVௐZHௐFDQௐVLJQௐXSௐRQௐWKLVௐSURJUDPௐDQGௐKRZௐH[LVWLQJௐ HQWLWLHVௐRQௐWKHௐ6RXUFHZHOOௐSURJUDPௐSHUIRUPௐ\HDUௐRYHUௐ\HDUௐ6LQFHௐZHௐ DOUHDG\ௐKDYHௐDௐFRQWUDFWௐLQௐSODFHௐZLWKௐ6RXUFHZHOOௐZHௐDUHௐDEOHௐWRௐ PHDVXUHௐWKLVௐEDVHGௐRQௐKLVWRULFDOௐGDWD

Bid Number: RFP 100124 Vendor Name: O'Reilly Auto Enterprises LLC 











 


3URYLGHௐDௐSURSRVHGௐ$GPLQLVWUDWLRQௐ)HHௐSD\DEOHௐWRௐ
6RXUFHZHOOௐ7KHௐ)HHௐLVௐLQௐFRQVLGHUDWLRQௐIRUௐWKHௐVXSSRUWௐ DQGௐVHUYLFHVௐSURYLGHGௐE\ௐ6RXUFHZHOOௐ7KHௐSURSRVHௐDQௐ
$GPLQLVWUDWLYHௐ)HHௐZLOOௐEHௐSD\DEOHௐWRௐ6RXUFHZHOOௐRQௐDOOௐ FRPSOHWHGௐWUDQVDFWLRQVௐWRௐ3DUWLFLSDWLQJௐ(QWLWLHVௐXWLOL]LQJௐWKLVௐ $JUHHPHQWௐ7KHௐ$GPLQLVWUDWLYHௐ)HHௐZLOOௐEHௐFDOFXODWHGௐDVௐDௐ VWDWHGௐSHUFHQWDJHௐRUௐIODWௐIHHௐDVௐPD\ௐEHௐDSSOLFDEOHௐRIௐDOOௐ FRPSOHWHGௐWUDQVDFWLRQVௐXWLOL]LQJௐWKLVௐ0DVWHUௐ$JUHHPHQWௐ ZLWKLQௐWKHௐSUHFHGLQJௐ5HSRUWLQJௐ3HULRGௐGHILQHGௐLQௐWKHௐ
DJUHHPHQW
2 5HLOO\ௐLVௐSURSRVLQJௐDௐௐ$GPLQLVWUDWLRQௐ)HHௐZKLFKௐZLOOௐEHௐSDLGௐ TXDUWHUO\

7DEOH
3ULFLQJ2IIHUHG
/LQH
,WHP 7KH3ULFLQJ2IIHUHGLQWKLV3URSRVDOLV

&RPPHQWV
 7KHSULFLQJRIIHUHGLVDVJRRGDVRUEHWWHUWKDQSULFLQJW\SL FDOO\RIIHUHGWKURXJKH[LVWLQJFRRSHUDWLYHFRQWUDFWVVWDWH FRQWUDFWVRUDJHQFLHV
2XUௐSURSRVHGௐSULFLQJௐLVௐDௐ
GLVFRXQWௐRIௐ2
5HLOO\ௐ/LVWௐSULFHௐ
OHVVௐௐRUௐEHWWHU

7DEOH$
'HSWKDQG%UHDGWKRI2IIHUHG6ROXWLRQV
3RLQWV

/LQH
,WHP 4XHVWLRQ 5HVSRQVH 
 3URYLGHௐDௐGHWDLOHGௐGHVFULSWLRQௐRIௐDOOௐWKHௐ
6ROXWLRQVௐRIIHUHGௐLQFOXGLQJௐXVHGௐRIIHUHGௐLQௐ
WKHௐSURSRVDO
2 5HLOO\ௐLVௐRIIHULQJௐLWVௐHQWLUHௐFDWDORJௐZLWKௐWKLVௐSURSRVDOௐ7KLVௐLQFOXGHV


ௐ1HZௐDQGௐUHPDQXIDFWXUHGௐDXWRPRWLYHௐKDUGௐSDUWVௐVXFKௐDVௐDOWHUQDWRUVௐVWDUWHUVௐIXHO SXPSVௐZDWHUௐSXPSVௐEUDNHௐV\VWHPௐFRPSRQHQWVௐEDWWHULHVௐEHOWVௐKRVHVௐWHPSHUDWXUH FRQWUROௐFKDVVLVௐSDUWVௐGULYHOLQHௐSDUWVௐDQGௐHQJLQHௐSDUWV 
ௐ3DLQWௐDQGௐ%RG\

ௐ+HDY\ௐ'XW\ௐ3DUWV

ௐ6KRSௐ(TXLSPHQW

ௐ$JULFXOWXUDOௐ3URGXFWV

ௐ0DULQH

ௐ0DLQWHQDQFHௐLWHPVௐVXFKௐDVௐRLOௐDQWLIUHH]HௐIOXLGVௐILOWHUVௐZLSHUௐEODGHVௐOLJKWLQJ HQJLQHௐDGGLWLYHVௐDQGௐDSSHDUDQFHௐSURGXFWV

ௐ$FFHVVRULHVௐVXFKௐDVௐIORRUௐPDWVௐVHDWௐFRYHUVௐDQGௐWUXFNௐDFFHVVRULHV 
 :LWKLQௐWKLVௐ5)3ௐFDWHJRU\ௐWKHUHௐPD\ௐEHௐ
VXEFDWHJRULHVௐRIௐVROXWLRQVௐ/LVWௐVXEFDWHJRU\ௐ
WLWOHVௐWKDWௐEHVWௐGHVFULEHௐ\RXUௐSURGXFWVௐDQGௐ
VHUYLFHV
:HௐDUHௐDWWDFKLQJௐDௐFRPSOHWHௐOLVWLQJௐRIௐRXUௐFDWHJRU\ௐVXEFDWHJRU\ௐLWHPௐVHJPHQWௐ KLHUDUFK\ௐXQGHUௐ
2 5HLOO\6RXUFHZHOOௐ'LVFRXQWௐ)LOH
 
Bid Number: RFP 100124 Vendor Name: O'Reilly Auto Enterprises LLC 











 

7DEOH%
'HSWKDQG%UHDGWKRI2IIHUHG6ROXWLRQV
*HQHUDO,QVWUXFWLRQV 
DSSOLHVWRDOO7DEOHV
6RXUFHZHOOSUHIHUVDEULHIEXWWKRURXJKUHVSRQVHWRHDFKTXHVWLRQ'RQRWPHUHO\DWWDFK DGGLWLRQDOGRFXPHQWVWR\RXUUHVSRQVHZLWKRXWDOVRSURYLGLQJDVXEVWDQWLYHUHVSRQVH'RQRWOHDYHDQVZHUVEODQN UHVSRQG³1$´LIWKH
TXHVWLRQGRHVQRWDSSO\WR\RX
SUHIHUDEO\ZLWKDQH[SODQDWLRQ


/LQH,WHP &DWHJRU\RU7\SH 2IIHUHG 
&RPPHQWV
 $LUௐFRQGLWLRQLQJௐKHDWLQJௐDQGௐRWKHUௐFOLPDWHௐFRQWURO <HV 1R
2 5HLOO\ௐRIIHUVௐ$&ௐKHDWLQJௐDQGௐRWKHUௐ
FOLPDWHௐFRQWUROௐSURGXFWV 
 (OHFWULFDOௐ
DOWHUQDWRUVௐVWDUWHUVௐEDWWHULHVௐLJQLWLRQௐ
V\VWHPVௐHWF

<HV
1R
2 5HLOO\ௐRIIHUVௐHOHFWULFDOௐFRPSRQHQWV 
 $XWRPRWLYHௐEHDULQJVௐ
ZKHHOௐUROOHUௐEDOOௐHWF
<HV
1R
2 5HLOO\ௐRIIHUVௐ$XWRPRWLYHௐ%HDULQJV 
 $XWRPRWLYHௐEHOWVௐKRVHVௐJDVNHWVௐDQGௐVHDOV <HV
1R
2 5HLOO\ௐRIIHUVௐ$XWRPRWLYHௐEHOWVௐ
KRVHVௐJDVNHWVௐDQGௐVHDOV 
 6\VWHPௐFRPSRQHQWVௐ
EUDNHVௐURWRUVௐFDOLSHUVௐOLQHVௐ
$%6ௐHWF

<HV
1R
2 5HLOO\ௐRIIHUVௐV\VWHPௐFRPSRQHQWV 
 %RG\ௐDQGௐFUDVKௐ
SDUWVௐEXPSHUVௐFDEௐFKDVVLVௐ
GRRUௐSDQHOVௐHWF

<HV
1R
2 5HLOO\ௐRIIHUVௐFKDVVLVௐSURGXFWV

([KDXVWௐV\VWHPVௐDQGௐHPLVVLRQௐSDUWV <HV
1R
2 5HLOO\ௐRIIHUVௐ([KDXVWௐDQGௐHPLVVLRQௐ
SDUWV
 (QJLQHௐDQGௐGULYHௐWUDLQௐ
,QWHUQDOௐ&RPEXVWLRQௐ(QJLQH
<HV
1R
2 5HLOO\ௐRIIHUVௐ(QJLQHௐDQGௐ'ULYHWUDLQௐ
SURGXFWV
 (QJLQHௐDQGௐGULYHௐWUDLQௐ
+\EULGௐ(9ௐHWF
<HV
1R
2 5HLOO\ௐRIIHUVௐSURGXFWVௐIRUௐ+\EULG(9ௐ
YHKLFOHV
 (QJLQHௐKHDWLQJௐDQGௐFRROLQJ <HV
1R
2 5HLOO\ௐRIIHUVௐ(QJLQHௐKHDWLQJௐDQGௐ
FRROLQJௐSURGXFWV
 )LOWHUVௐ
RLOௐIXHOௐDLUௐWUDQVPLVVLRQௐHWF
<HV
1R
2 5HLOO\ௐRIIHUVௐILOWHUV
 2LOVௐDQGௐOXEULFDQWVௐ
UHJXODUௐV\QWKHWLFௐEOHQG
<HV
1R
2 5HLOO\ௐRIIHUVௐRLOVௐDQGௐOXEULFDQWVௐRIௐ
DOOௐYDULHWLHV
 3XPSVௐ
IXHOௐIOXLGVௐZDWHUௐHWF
<HV
1R
2 5HLOO\ௐRIIHUVௐSXPSV
 6DIHW\ௐDQGௐVHFXULW\ௐV\VWHPV <HV
1R
2 5HLOO\ௐRIIHUVௐ6DIHW\ௐDQGௐ6HFXULW\ௐ
6\VWHPV
 9HKLFOHௐLQWHULRUH[WHULRUௐSDUWVௐDQGௐDFFHVVRULHV <HV 1R
2 5HLOO\ௐRIIHUVௐ9HKLFOHௐLQWHULRUH[WHULRUௐ
SDUWVௐDQGௐDFFHVVRULHV
 (OHFWULFDOௐV\VWHPVௐ
ODPSVௐOLJKWLQJௐPLUURUVௐZLULQJௐ
HWF

<HV
1R
2 5HLOO\ௐRIIHUVௐSURGXFWVௐIRUௐYHKLFOHௐ
HOHFWULFDOௐV\VWHPV

6WDELOL]DWLRQௐV\VWHPௐFRPSRQHQWVௐ
VXVSHQVLRQௐ
VKRFNVௐVWUXWVௐOHDIௐFDPEHUௐVZLQJௐDUPௐEDOO89ௐ
MRLQWVௐHWF

<HV
1R
2 5HLOO\ௐRIIHUVௐVWDELOL]DWLRQௐV\VWHPௐ
FRPSRQHQWV

 &RQWUROௐV\VWHPVௐFRPSRQHQWVௐ
WUDQVPLVVLRQௐ
GLIIHUHQWLDOௐWUDFWLRQௐHWF

<HV
1R
2 5HLOO\ௐRIIHUVௐFRQWUROௐV\VWHPVௐ
FRPSRQHQWV

 :LQGVKLHOGௐ
ZLSHUVௐDQGௐZLQGVKLHOGௐZDVKHUௐ

FRPSRQHQWV

<HV
1R
2 5HLOO\ௐRIIHUVௐZLQGVKLHOGௐZLSHUVௐDQGௐ
FRPSRQHQWV

 9HKLFOHௐSDLQWௐDQGௐSULPHU <HV
1R
2 5HLOO\ௐRIIHUVௐYHKLFOHௐSDLQWௐDQGௐ
SULPHUௐSURGXFWV

 7LUHVௐ2(0ௐYHKLFOHௐSDUWVௐDQGௐJDUDJHௐDQGௐIOHHWௐ
PDLQWHQDQFHௐHTXLSPHQWௐWRROVௐDQGௐVXSSOLHVௐDVௐ
GHVFULEHGௐLQௐ5)3
<HV
1R
2 5HLOO\ௐGRHVௐRIIHUௐVRPHௐ2(0ௐYHKLFOHௐ
SDUWVௐHTXLSPHQWௐWRROVௐDQGௐVXSSOLHVௐ
+RZHYHUௐZHௐGRௐQRWௐRIIHUௐWLUHV
Bid Number: RFP 100124 Vendor Name: O'Reilly Auto Enterprises LLC 











 

Bid Number: RFP 100124 Vendor Name: O'Reilly Auto Enterprises LLC 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.

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 respon ding to. For example, if responding to the Marketing Plan category save the document as "Marketing Plan." Pricing - O'Reilly-Sourcewell Discount File.xlsx - Thursday September 26, 2024 11:56:07 Financial Strength and Stability - O'Reilly Auto Parts 2023 Annual Report.pdf - Thursday September 26, 2024 11:56:19 Marketing Plan/Samples - O'Reilly Marketing Materials.pdf - Friday September 27, 2024 15:00:29 WMBE/MBE/SBE or Related Certificates (optional)
Standard Transaction Document Samples - O'Reilly Credit App.pdf - Friday September 27, 2024 15:02:04 Requested Exceptions - O'Reilly-Sourcewell Redlined MSA.docx - Friday September 27, 2024 15:03:04 Upload Additional Document - O'Reilly Auto Parts First Call Online.pdf - Friday September 27, 2024 14:59:30 











 

$GGHQGD7HUPVDQG&RQGLWLRQV


352326(5$)),'$9,72)&203/,$1&(
,FHUWLI\WKDW,DPDQDXWKRUL]HGUHSUHVHQWDWLYHRI3URSRVHUDQGKDYHDXWKRULW\WRVXEPLWWKHIRUHJRLQJ3URSRVDO

7KH3URSRVHULVVXEPLWWLQJWKLV3URSRVDOXQGHULWVIXOODQGFRPSOHWHOHJDOQDPHDQGWKH3URSRVHUOHJDOO\H[LVWVLQJRRGVWDQGLQJLQWKH MXULVGLFWLRQRILWVUHVLGHQFH
7KH3URSRVHUZDUUDQWVWKDWWKHLQIRUPDWLRQSURYLGHGLQWKLV3URSRVDOLVWUXHFRUUHFWDQGUHOLDEOHIRUSXUSRVHVRIHYDOXDWLRQIRU DZDUG
7KH3URSRVHUFHUWLILHVWKDW


7KHSULFHVLQWKLV3URSRVDOKDYHEHHQDUULYHGDWLQGHSHQGHQWO\ZLWKRXWIRUWKHSXUSRVHRIUHVWULFWLQJFRPSHWLWLRQDQ\ FRQVXOWDWLRQFRPPXQLFDWLRQRUDJUHHPHQWZLWKDQ\RWKHU3URSRVHURUFRPSHWLWRUUHODWLQJWR 
L
7KRVHSULFHV


LL
7KHLQWHQWLRQWRVXEPLWDQRIIHU
RU

LLL
7KHPHWKRGVRUIDFWRUVXVHGWRFDOFXODWHWKHSULFHVRIIHUHG 

7KHSULFHVLQWKLV3URSRVDOKDYHQRWEHHQDQGZLOOQRWEHNQRZLQJO\GLVFORVHGE\WKH3URSRVHUGLUHFWO\RULQGLUHFWO\WRDQ\RWKHU 3URSRVHURUFRPSHWLWRUEHIRUHDZDUGXQOHVVRWKHUZLVHUHTXLUHGE\ODZ DQG


1RDWWHPSWKDVEHHQPDGHRUZLOOEHPDGHE\3URSRVHUWRLQGXFHDQ\RWKHUFRQFHUQWRVXEPLWRUQRWWRVXEPLWD3URSRVDOIRUWKH SXUSRVHRIUHVWULFWLQJFRPSHWLWLRQ
7RWKHEHVWRILWVNQRZOHGJHDQGEHOLHIDQGH[FHSWDVRWKHUZLVHGLVFORVHGLQWKH3URSRVDOWKHUHDUHQRUHOHYDQWIDFWVRU FLUFXPVWDQFHVZKLFKFRXOGJLYHULVHWRDQRUJDQL]DWLRQDOFRQIOLFWRILQWHUHVW$QRUJDQL]DWLRQDOFRQIOLFWRILQWHUHVWLVFUHDWHGZKHQD FXUUHQWRUSURVSHFWLYHVXSSOLHULVXQDEOHWRUHQGHULPSDUWLDOVHUYLFHWR6RXUFHZHOOGXHWRWKHVXSSOLHU¶V DFUHDWLRQRIHYDOXDWLRQFULWHULD
GXULQJSHUIRUPDQFHRIDSULRUDJUHHPHQWZKLFKSRWHQWLDOO\LQIOXHQFHVIXWXUHFRPSHWLWLYHRSSRUWXQLWLHVWRLWVIDYRU EDFFHVVWRQRQSXEOLF
DQGPDWHULDOLQIRUPDWLRQWKDWPD\SURYLGHIRUDFRPSHWLWLYHDGYDQWDJHLQDODWHUSURFXUHPHQWFRPSHWLWLRQ FLPSDLUHGREMHFWLYLW\LQ
SURYLGLQJDGYLFHWR6RXUFHZHOO
3URSRVHUZLOOSURYLGHWR6RXUFHZHOO3DUWLFLSDWLQJ(QWLWLHV6ROXWLRQVLQDFFRUGDQFHZLWKWKHWHUPVFRQGLWLRQVDQGVFRSHRIDUHVXOWLQJ PDVWHUDJUHHPHQW
7KH3URSRVHUSRVVHVVHVRUZLOOSRVVHVVDOODSSOLFDEOHOLFHQVHVRUFHUWLILFDWLRQVQHFHVVDU\WRGHOLYHU6ROXWLRQVXQGHUDQ\UHVXOWLQJ PDVWHUDJUHHPHQW
7KH3URSRVHUZLOOFRPSO\ZLWKDOODSSOLFDEOHSURYLVLRQVRIIHGHUDOVWDWHDQGORFDOODZVUHJXODWLRQVUXOHVDQGRUGHUV 3URSRVHULWVHPSOR\HHVDJHQWVDQGVXEFRQWUDFWRUVDUHQRW

 ,QFOXGHGRQWKH³6SHFLDOO\'HVLJQDWHG1DWLRQDOVDQG%ORFNHG3HUVRQV´OLVWPDLQWDLQHGE\WKH2IILFHRI)RUHLJQ$VVHWV&RQWURORIWKH 8QLWHG6WDWHV'HSDUWPHQWRIWKH7UHDVXU\IRXQGDW
KWWSV
ZZZWUHDVXU\JRYRIDFGRZQORDGVVGQOLVWSGI

 ,QFOXGHGRQWKHJRYHUQPHQWZLGHH[FOXVLRQVOLVWVLQWKH8QLWHG6WDWHV6\VWHPIRU$ZDUG0DQDJHPHQWIRXQGDW

KWWSV
VDPJRY6$0
RU
 3UHVHQWO\GHEDUUHGVXVSHQGHGSURSRVHGIRUGHEDUPHQWGHFODUHGLQHOLJLEOHRUYROXQWDULO\H[FOXGHGIURPSURJUDPVRSHUDWHGE\WKH 6WDWHRI0LQQHVRWD
WKH8QLWHG6WDWHVIHGHUDOJRYHUQPHQWDVDSSOLFDEOH
RUDQ\3DUWLFLSDWLQJ(QWLW\9HQGRUFHUWLILHVDQGZDUUDQWV WKDWQHLWKHULWQRULWVSULQFLSDOVKDYHEHHQFRQYLFWHGRIDFULPLQDORIIHQVHUHODWHGWRWKHVXEMHFWPDWWHURIWKLVVROLFLWDWLRQ %\FKHFNLQJWKLVER[,DFNQRZOHGJHWKDW,DPERXQGE\WKHWHUPVRIWKH3URSRVHU¶V$IILGDYLWKDYHWKHOHJDODXWKRULW\WRVXEPLWWKLV 3URSRVDORQEHKDOIRIWKH3URSRVHUDQGWKDWWKLVHOHFWURQLFDFNQRZOHGJPHQWKDVWKHVDPHOHJDOHIIHFWYDOLGLW\DQGHQIRUFHDELOLW\DVLI, KDGKDQGVLJQHGWKH3URSRVDO7KLVVLJQDWXUHZLOOQRWEHGHQLHGVXFKOHJDOHIIHFWYDOLGLW\RUHQIRUFHDELOLW\VROHO\EHFDXVHDQHOHFWURQLF VLJQDWXUHRUHOHFWURQLFUHFRUGZDVXVHGLQLWVIRUPDWLRQ5REHUW)XOS6WUDWHJLF$FFRXQWV$GPLQLVWUDWLYH0DQDJHU2 5HLOO\$XWR
(QWHUSULVHV//&
Bid Number: RFP 100124 Vendor Name: O'Reilly Auto Enterprises LLC 











 


7KH3URSRVHUGHFODUHVWKDWWKHUHLVDQDFWXDORUSRWHQWLDO&RQIOLFWRI,QWHUHVWUHODWLQJWRWKHSUHSDUDWLRQRILWVVXEPLVVLRQDQGRUWKH 3URSRVHUIRUHVHHVDQDFWXDORUSRWHQWLDO&RQIOLFWRI,QWHUHVWLQSHUIRUPLQJWKHREOLJDWLRQVFRQWHPSODWHGLQWKHVROLFLWDWLRQSURSRVDO 

<HV 1R
7KH%LGGHUDFNQRZOHGJHVDQGDJUHHVWKDWWKHDGGHQGXPDGGHQGDEHORZIRUPSDUWRIWKH%LG'RFXPHQW &KHFNWKHER[LQWKHFROXPQ,KDYHUHYLHZHGWKLVDGGHQGXP EHORZWRDFNQRZOHGJHHDFKRIWKHDGGHQGD )LOH1DPH
,KDYHUHYLHZHGWKH
EHORZDGGHQGXPDQG
DWWDFKPHQWV
LI

DSSOLFDEOH

3DJHV
$GGHQGXPBB$IWHUPDUNHW9HKLFOH3DUWVDQG6XSSOLHVB5)3B'5$)7 :HG6HSWHPEHU

$0 
$GGHQGXPBB$IWHUPDUNHW9HKLFOH3DUWVDQG6XSSOLHVB5)3B'5$)7 0RQ6HSWHPEHU

30 
$GGHQGXPBB$IWHUPDUNHW9HKLFOH3DUWVDQG6XSSOLHVB5)3 :HG6HSWHPEHU
30 
$GGHQGXPBB$IWHUPDUNHW9HKLFOH3DUWVDQG6XSSOLHVB5)3 0RQ$XJXVW

$0 
$GGHQGXPBB$IWHUPDUNHW9HKLFOH3DUWVDQG6XSSOLHVB5)3 )UL$XJXVW
$0 
$GGHQGXPBB$IWHUPDUNHW9HKLFOH3DUWVDQG6XSSOLHVB5)3 :HG$XJXVW
$0 
Bid Number: RFP 100124 Vendor Name: O'Reilly Auto Enterprises LLC