030122-EFM
Rev. 3/2021 14
procurement standards of the Uniform Administrative Requirements, Cost Principles and Audit Requirements for Federal Awards, 2 C.F.R. § 200. Participating Entities may have additional requirements based on specific funding source terms or conditions. Within this Article, all references to “federal” should be interpreted to mean the United States federal government.
The following list only applies when a Participating Entity accesses Supplier’s Equipment, Products, or Services with United States federal funds.
A. EQUAL EMPLOYMENT OPPORTUNITY. Except as otherwise provided under 41 C.F.R. § 60, all contracts that meet the definition of “federally assisted construction contract” in 41 C.F.R. § 60-
1.3 must include the equal opportunity clause provided under 41 C.F.R. §60-1.4(b), in accordance with Executive Order 11246, “Equal Employment Opportunity” (30 FR 12319, 12935, 3 C.F.R. §, 1964-1965 Comp., p. 339), as amended by Executive Order 11375, “Amending Executive Order 11246 Relating to Equal Employment Opportunity,” and implementing regulations at 41 C.F.R. § 60, “Office of Federal Contract Compliance Programs, Equal Employment Opportunity, Department of Labor.” The equal opportunity clause is incorporated herein by reference.
B. DAVIS-BACON ACT, AS AMENDED (40 U.S.C. § 3141-3148). Intentionally omitted.
C. CONTRACT WORK HOURS AND SAFETY STANDARDS ACT (40 U.S.C. § 3701-3708).
Intentionally omitted.
D. RIGHTS TO INVENTIONS MADE UNDER A CONTRACT OR AGREEMENT. Intentionally omitted.
E. CLEAN AIR ACT (42 U.S.C. § 7401-7671Q.) AND THE FEDERAL WATER POLLUTION CONTROL ACT (33 U.S.C. § 1251-1387). Intentionally omitted.
F. DEBARMENT AND SUSPENSION (EXECUTIVE ORDERS 12549 AND 12689). A contract award (see 2 C.F.R. § 180.220) must not be made to parties listed on the government wide exclusions in the System for Award Management (SAM), in accordance with the OMB guidelines at 2 C.F.R. §180 that implement Executive Orders 12549 (3 C.F.R. § 1986 Comp., p. 189) and 12689 (3 C.F.R. § 1989 Comp., p. 235), “Debarment and Suspension.” SAM Exclusions contains the names of parties debarred, suspended, or otherwise excluded by agencies, as well as parties declared ineligible under statutory or regulatory authority other than Executive Order 12549. Supplier certifies that neither it nor its principals are presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation by any federal department or agency.
G. BYRD ANTI-LOBBYING AMENDMENT, AS AMENDED (31 U.S.C. § 1352). Suppliers must file any required certifications. Suppliers must not have used federal appropriated funds to pay any person or organization for influencing or attempting to influence an officer or employee of any agency, a member of Congress, officer or employee of Congress, or an employee of a member of Congress in connection with obtaining any federal contract, grant, or any other award
030122-EFM
Rev. 3/2021 15
covered by 31 U.S.C. § 1352. Suppliers must disclose any lobbying with non-federal funds that takes place in connection with obtaining any federal award. Such disclosures are forwarded from tier to tier up to the non-federal award. Suppliers must file all certifications and disclosures required by, and otherwise comply with, the Byrd Anti-Lobbying Amendment (31 U.S.C. § 1352).
H. RECORD RETENTION REQUIREMENTS. To the extent applicable, Supplier must comply with the record retention requirements detailed in 2 C.F.R. § 200.333. The Supplier further certifies that it will retain all records as required by 2 C.F.R. § 200.333 for a period of 3 years after grantees or subgrantees submit final expenditure reports or quarterly or annual financial reports, as applicable, and all other pending matters are closed.
I. ENERGY POLICY AND CONSERVATION ACT COMPLIANCE. Intentionally omitted.
J. BUY AMERICAN PROVISIONS COMPLIANCE. Intentionally omitted.
K. ACCESS TO RECORDS (2 C.F.R. § 200.336). Supplier agrees that duly authorized representatives of a federal agency must have access to any books, documents, papers and records of Supplier that are directly pertinent to Supplier’s discharge of its obligations under this Contract for the purpose of making audits, examinations, excerpts, and transcriptions. The right also includes timely and reasonable access to Supplier’s personnel for the purpose of interview and discussion relating to such documents.
L. PROCUREMENT OF RECOVERED MATERIALS (2 C.F.R. § 200.322). Intentionally omitted.
M. FEDERAL SEAL(S), LOGOS, AND FLAGS. The Supplier not use the seal(s), logos, crests, or reproductions of flags or likenesses of Federal agency officials without specific pre-approval.
N. NO OBLIGATION BY FEDERAL GOVERNMENT. The U.S. federal government is not a party to this Contract or any purchase by an Participating Entity and is not subject to any obligations or liabilities to the Participating Entity, Supplier, or any other party pertaining to any matter resulting from the Contract or any purchase by an authorized user.
O. PROGRAM FRAUD AND FALSE OR FRAUDULENT STATEMENTS OR RELATED ACTS. The Contractor acknowledges that 31 U.S.C. 38 (Administrative Remedies for False Claims and Statements) applies to the Supplier’s actions pertaining to this Contract or any purchase by a Participating Entity.
P. FEDERAL DEBT. The Supplier certifies that it is non-delinquent in its repayment of any federal debt. Examples of relevant debt include delinquent payroll and other taxes, audit disallowance, and benefit overpayments.
030122-EFM
Rev. 3/2021 16
Q. CONFLICTS OF INTEREST. The Supplier must notify the U.S. Office of General Services, Sourcewell, and Participating Entity as soon as possible if this Contract or any aspect related to the anticipated work under this Contract raises an actual or potential conflict of interest (as described in 2 C.F.R. Part 200). The Supplier must explain the actual or potential conflict in writing in sufficient detail so that the U.S. Office of General Services, Sourcewell, and Participating Entity are able to assess the actual or potential conflict; and provide any additional information as necessary or requested.
R. U.S. EXECUTIVE ORDER 13224. The Supplier, and its subcontractors, must comply with U.S.
Executive Order 13224 and U.S. Laws that prohibit transactions with and provision of resources and support to individuals and organizations associated with terrorism.
S. PROHIBITION ON CERTAIN TELECOMMUNICATIONS AND VIDEO SURVEILLANCE SERVICES OR EQUIPMENT. Intentionally omitted.
T. DOMESTIC PREFERENCES FOR PROCUREMENTS. To the extent applicable, Supplier certifies that during the term of this Contract will comply with applicable requirements of 2 C.F.R. § 200.322.
22. CANCELLATION
Sourcewell or Supplier may cancel this Contract at any time, with or without cause, upon 60 days’ written notice to the other party. However, Sourcewell may cancel this Contract immediately upon discovery of a material defect in any certification made in Supplier’s Proposal. Cancellation of this Contract does not relieve either party of financial, product, or service obligations incurred or accrued prior to cancellation.
Sourcewell Enterprise Fleet Management, Inc.
By: __________________________ By: __________________________ Jeremy Schwartz Dain Giesie
Title: Chief Procurement Officer Title: Vice President
Date: ________________________ Date: ________________________
030122-EFM
Rev. 3/2021 17
Approved:
By: __________________________
Chad Coauette
Title: Executive Director/CEO
Date: ________________________
5)3)OHHW0DQDJHPHQW6HUYLFHV
9HQGRU'HWDLOV
&RPSDQ\1DPH
(QWHUSULVH)OHHW0DQDJHPHQW,QF
'RHV\RXUFRPSDQ\FRQGXFW
EXVLQHVVXQGHUDQ\RWKHUQDPH",I
\HVSOHDVHVWDWH
02 $GGUHVV
&RUSRUDWH3DUN'U
6W/RXLV02
&RQWDFW
'DLQ*LHVLH
(PDLO
'DLQ(*LHVLH#HIOHHWVFRP
3KRQH
)D[
+67
6XEPLVVLRQ'HWDLOV
&UHDWHG2Q
7XHVGD\)HEUXDU\
6XEPLWWHG2Q
7XHVGD\0DUFK
6XEPLWWHG%\
'DLQ*LHVLH
(PDLO
'DLQ(*LHVLH#HIOHHWVFRP
7UDQVDFWLRQ
EIFDDGIIEIGI
6XEPLWWHU
V,3$GGUHVV
Bid Number: RFP 030122 Vendor Name: Enterprise Fleet Management, Inc.
6SHFLILFDWLRQV
7DEOH
3URSRVHU,GHQWLW\ $XWKRUL]HG5HSUHVHQWDWLYHV
*HQHUDO,QVWUXFWLRQV
DSSOLHVWRDOO7DEOHV
6RXUFHZHOOSUHIHUVDEULHIEXWWKRURXJKUHVSRQVHWRHDFKTXHVWLRQ'RQRWPHUHO\DWWDFK DGGLWLRQDOGRFXPHQWVWR\RXUUHVSRQVHZLWKRXWDOVRSURYLGLQJDVXEVWDQWLYHUHVSRQVH'RQRWOHDYHDQVZHUVEODQN UHVSRQG³1$´LIWKH
TXHVWLRQGRHVQRWDSSO\WR\RX
SUHIHUDEO\ZLWKDQH[SODQDWLRQ
/LQH
,WHP 4XHVWLRQ 5HVSRQVH
3URSRVHUௐ/HJDOௐ1DPHௐ
RQHௐOHJDOௐHQWLW\ௐRQO\
ௐௐ
,QௐWKHௐHYHQWௐRIௐDZDUGௐZLOOௐH[HFXWHௐWKHௐ
UHVXOWLQJௐFRQWUDFWௐDVௐ6XSSOLHU
(QWHUSULVHௐ)OHHWௐ0DQDJHPHQWௐ,QF
,GHQWLI\ௐDOOௐVXEVLGLDU\ௐHQWLWLHVௐRIௐWKHௐ3URSRVHUௐ
ZKRVHௐHTXLSPHQWௐSURGXFWVௐRUௐVHUYLFHVௐDUHௐ
LQFOXGHGௐLQௐWKHௐ3URSRVDO
1$
,GHQWLI\ௐDOOௐDSSOLFDEOHௐDVVXPHGௐQDPHVௐRUௐ'%$ௐ
QDPHVௐRIௐWKHௐ3URSRVHUௐRUௐ3URSRVHU
Vௐ
VXEVLGLDULHVௐLQௐ/LQHௐௐRUௐ/LQHௐௐDERYH
(QWHUSULVHௐ)OHHWௐ0DQDJHPHQW
3URYLGHௐ\RXUௐ&$*(ௐFRGHௐRUௐ'816ௐQXPEHU
3URSRVHUௐ3K\VLFDOௐ$GGUHVV
ௐ&RUSRUDWHௐ3DUNௐ'ULYHௐ6Wௐ/RXLVௐ02ௐ
3URSRVHUௐZHEVLWHௐDGGUHVVௐ
RUௐDGGUHVVHV
HIOHHWVFRP
3URSRVHU
Vௐ$XWKRUL]HGௐ5HSUHVHQWDWLYHௐ
QDPHௐ
WLWOHௐDGGUHVVௐHPDLOௐDGGUHVVௐ ௐSKRQH
ௐ
7KHௐ
UHSUHVHQWDWLYHௐPXVWௐKDYHௐDXWKRULW\ௐWRௐVLJQௐ
WKHௐ³3URSRVHU¶Vௐ$VVXUDQFHௐRIௐ&RPSOLDQFH´ௐRQௐ
EHKDOIௐRIௐWKHௐ3URSRVHUௐDQGௐLQௐWKHௐHYHQWௐRIௐ
DZDUGௐZLOOௐEHௐH[SHFWHGௐWRௐH[HFXWHௐWKHௐ
UHVXOWLQJௐFRQWUDFW
'DLQௐ*LHVLHௐ$VVLVWDQWௐ9LFHௐ3UHVLGHQWௐ'DLQ(*LHVLH#HIOHHWVFRPௐ
3URSRVHU
VௐSULPDU\ௐFRQWDFWௐIRUௐWKLVௐSURSRVDOௐ
QDPHௐWLWOHௐDGGUHVVௐHPDLOௐDGGUHVVௐ ௐSKRQH
'DLQௐ*LHVLHௐ$VVLVWDQWௐ9LFHௐ3UHVLGHQWௐ'DLQ(*LHVLH#HIOHHWVFRPௐ
3URSRVHU
VௐRWKHUௐFRQWDFWVௐIRUௐWKLVௐSURSRVDOௐLIௐ
DQ\ௐ
QDPHௐWLWOHௐDGGUHVVௐHPDLOௐDGGUHVVௐ ௐ
SKRQH
0LFKHOOHௐ5RMDVௐ%XVLQHVVௐ$QDO\VWௐPLFKHOOHPURMDV#HIOHHWVFRPௐ 7DEOH
&RPSDQ\,QIRUPDWLRQDQG)LQDQFLDO6WUHQJWK
/LQH
,WHP 4XHVWLRQ 5HVSRQVH
Bid Number: RFP 030122 Vendor Name: Enterprise Fleet Management, Inc.
3URYLGHௐDௐEULHIௐKLVWRU\ௐRIௐ\RXUௐFRPSDQ\ௐ
LQFOXGLQJௐ\RXUௐFRPSDQ\¶VௐFRUHௐYDOXHVௐ
EXVLQHVVௐSKLORVRSK\ௐDQGௐLQGXVWU\ௐORQJHYLW\ௐ
UHODWHGௐWRௐWKHௐUHTXHVWHGௐHTXLSPHQWௐSURGXFWVௐ
RUௐVHUYLFHV
%DFNJURXQGௐDQGௐ+LVWRU\
,Qௐ
ௐZLWKௐVHYHQௐFDUVௐDQGௐDௐKXQFKௐWKDWௐFXVWRPHUVௐZRXOGௐHPEUDFHௐWKHௐQRYHOௐ FRQFHSWௐRIௐOHDVLQJௐDXWRPRELOHVௐ-DFNௐ7D\ORUௐIRXQGHGௐ([HFXWLYHௐ/HDVLQJௐ&RPSDQ\ௐ ZKDWௐLVௐWRGD\ௐNQRZQௐDVௐ(QWHUSULVHௐ5HQW$&DUௐ7ZHOYHௐ\HDUVௐODWHUௐ(QWHUSULVHௐEHJDQௐ H[SDQGLQJௐRXWVLGHௐRIௐ6Wௐ/RXLV
,Qௐ
ௐ(QWHUSULVHௐVXUSDVVHGௐௐELOOLRQௐLQௐDQQXDOௐUHYHQXHௐDQGௐKDGௐQHDUO\ௐௐ HPSOR\HHVௐLQௐLWVௐZRUNௐIRUFHௐ(QWHUSULVH
VௐOHDVLQJௐGLYLVLRQௐEHFDPHௐNQRZQௐDVௐ
(QWHUSULVHௐ)OHHWௐ0DQDJHPHQWௐVHUYLQJௐEXVLQHVVHVௐZLWKௐVPDOOௐWRௐPLGVL]HGௐIOHHWV ,Qௐ$XJXVWௐௐWKHௐ7D\ORUௐIDPLO\ௐDFTXLUHGௐWKHௐ1DWLRQDOௐ&DUௐ5HQWDOௐDQGௐ$ODPRௐ5HQWௐ $ௐ&DUௐEXVLQHVVHVௐ7ZRௐ\HDUVௐODWHUௐRXUௐRSHUDWLQJௐFRPSDQ\ௐDGRSWHGௐWKHௐQDPHௐ (QWHUSULVHௐ+ROGLQJV
7RGD\ௐZLWKௐௐHPSOR\HHVௐௐPLOOLRQௐYHKLFOHVௐDQGௐDQQXDOௐUHYHQXHௐRIௐ ௐ
ELOOLRQௐ(QWHUSULVHௐ)OHHWௐ0DQDJHPHQWௐDQGௐ(QWHUSULVHௐ+ROGLQJVௐFRPELQHௐWRௐIRUPௐRQHௐ RIௐWKHௐODUJHVWௐWUDQVSRUWDWLRQௐVHUYLFHௐSURYLGHUVௐLQௐWKHௐZRUOG 8VLQJௐWKHௐH[SHUWLVHௐWKDWௐFRPHVௐIURPௐPDQDJLQJௐVXFKௐDௐODUJHௐZRUOGZLGHௐIOHHWௐ (QWHUSULVHௐ)OHHWௐ0DQDJHPHQWௐKDVௐJURZQௐLQWRௐRQHௐRIௐWKHௐODUJHVWௐIOHHWௐPDQDJHPHQWௐ FRPSDQLHVௐLQௐWKHௐQDWLRQௐ:HௐVSHFLDOL]HௐLQௐSDUWQHULQJௐZLWKௐFRPSDQLHVௐWRௐGHYHORSௐ FXVWRPL]HGௐIOHHWௐSURJUDPVௐZKLFKௐDUHௐSURYHQௐWRௐGULYHௐGRZQௐFRVWVௐDQGௐVWUHDPOLQHௐWKHௐ SURFHVVHVௐ
)RXQGLQJௐ9DOXHV
2XUௐIRXQGLQJௐYDOXHVௐDUHௐDௐVLPSOHௐ\HWௐSRZHUIXOௐVHWௐRIௐEHOLHIVௐWKDWௐGULYHVௐXVௐDQGௐDUHௐ KRZௐZHௐKROGௐRXUVHOYHVௐDFFRXQWDEOHௐHYHU\ௐGD\ௐ2YHUௐWKHௐ\HDUVௐZHௐKDYHௐIRUPDOL]HGௐ WKHௐYDOXHVௐLQWRௐDௐVHWௐRIௐJXLGLQJௐSULQFLSOHVௐWKDWௐHYHU\ௐHPSOR\HHௐFDQௐXQGHUVWDQGௐDQGௐ
HPEUDFH
2XUௐEUDQGVௐDUHௐWKHௐPRVWௐYDOXDEOHௐWKLQJVௐZHௐRZQ
3HUVRQDOௐKRQHVW\ௐDQGௐLQWHJULW\ௐDUHௐWKHௐIRXQGDWLRQௐRIௐRXUௐVXFFHVV &XVWRPHUௐVHUYLFHௐLVௐRXUௐZD\ௐRIௐOLIH
2XUௐFRPSDQ\ௐLVௐDௐIXQௐDQGௐIULHQGO\ௐSODFHௐZKHUHௐWHDPZRUNௐUXOHV :HௐZRUNௐKDUG«DQGௐZHௐUHZDUGௐKDUGௐZRUN
*UHDWௐWKLQJVௐKDSSHQௐZKHQௐZHௐOLVWHQ«WRௐRXUௐFXVWRPHUVௐDQGௐWRௐHDFKௐRWKHU :HௐVWUHQJWKHQௐRXUௐFRPPXQLWLHVௐRQHௐQHLJKERUKRRGௐDWௐDௐWLPH 2XUௐGRRUVௐDUHௐRSHQ
%XVLQHVVௐ3KLORVRSK\
2XUௐJRDOௐLVௐWRௐFUHDWHௐOLIHORQJௐUHODWLRQVKLSVௐZLWKௐDOOௐRXUௐ(QWHUSULVHௐFXVWRPHUVௐDQGௐWRௐ H[FHHGௐH[SHFWDWLRQVௐWKURXJKௐVXSHULRUௐFXVWRPHUௐVHUYLFHௐ2XUௐIRXQGLQJௐYDOXHVௐDUHௐRQHௐ RIௐWKHௐPDQ\ௐZD\VௐLQௐZKLFKௐZHௐUHPLQGௐRXUVHOYHVௐWRௐSXWௐRXUௐFXVWRPHUV ௐQHHGVௐILUVWௐ
7KHௐUHVXOWௐKDVௐEHHQௐPLOOLRQVௐRIௐVDWLVILHGௐ(QWHUSULVHௐFXVWRPHUVௐWKRXVDQGVௐRIௐ VXFFHVVIXOௐHPSOR\HHVௐDQGௐDௐFRPSDQ\ௐWKDWௐFRQWLQXHVௐWRௐJURZ
:KDWௐDUHௐ\RXUௐFRPSDQ\¶VௐH[SHFWDWLRQVௐLQௐWKHௐ
HYHQWௐRIௐDQௐDZDUG"
2XUௐJRDOௐDVௐDௐIOHHWௐPDQDJHPHQWௐFRPSDQ\ௐLVௐWRௐZRUNௐZLWKௐRXUௐFOLHQWVௐWRௐGHYHORSௐDௐ ORQJWHUPௐVXVWDLQDEOHௐIOHHWௐSURJUDPௐWKDWௐZLOOௐORZHUௐWKHLUௐWRWDOௐFRVWௐRIௐRZQHUVKLSௐ:Hௐ DFFRPSOLVKௐWKLVௐWKURXJKௐRXUௐORFDOL]HGௐKDQGVRQௐDSSURDFKௐWRௐDFFRXQWௐPDQDJHPHQWௐ LQGXVWU\OHDGLQJௐSURGXFWVௐDQGௐVHUYLFHVௐWHFKQRORJ\ௐDQGௐௐ\HDUVௐRIௐH[SHULHQFHௐ PDQDJLQJௐYHKLFOHVௐ$VௐWKHௐDZDUGHGௐYHQGRUௐ(QWHUSULVHௐ)OHHWௐ0DQDJHPHQWௐZLOOௐZRUNௐ GLUHFWO\ௐZLWKௐ\RXUௐPHPEHUௐDJHQFLHVௐWRௐSURDFWLYHO\ௐFUHDWHௐLPSOHPHQWௐDQGௐPDQDJHௐDௐ FRVWHIIHFWLYHௐWRWDOௐWUDQVSRUWDWLRQௐVROXWLRQ
,WௐZRXOGௐEHௐ(QWHUSULVH¶VௐH[SHFWDWLRQௐWKDWௐ6RXUFHZHOOௐDQGௐLWVௐHPSOR\HHVௐZRUNௐLQௐ FRQMXQFWLRQௐZLWKௐ(QWHUSULVH¶VௐORFDOௐWHDPVௐWRௐLGHQWLI\ௐRSWLPDOௐVWUDWHJLHVௐRQௐZD\VௐWRௐ EHVWௐVHUYHௐWKHௐPHPEHUV
'HPRQVWUDWHௐ\RXUௐILQDQFLDOௐVWUHQJWKௐDQGௐ
VWDELOLW\ௐZLWKௐPHDQLQJIXOௐGDWDௐ7KLVௐFRXOGௐ
LQFOXGHௐVXFKௐLWHPVௐDVௐILQDQFLDOௐVWDWHPHQWVௐ
6(&ௐILOLQJVௐFUHGLWௐDQGௐERQGௐUDWLQJVௐOHWWHUVௐ
RIௐFUHGLWௐDQGௐGHWDLOHGௐUHIHUHQFHௐOHWWHUVௐ
8SORDGௐVXSSRUWLQJௐGRFXPHQWVௐ
DVௐDSSOLFDEOH
ௐ
LQௐWKHௐGRFXPHQWௐXSORDGௐVHFWLRQௐRIௐ\RXUௐ
UHVSRQVH
5DQNHGௐRQௐWKHௐ)RUEHVௐ$PHULFD¶Vௐ/DUJHVWௐ3ULYDWHௐ&RPSDQLHVௐOLVWௐ(QWHUSULVHௐ)OHHWௐ 0DQDJHPHQWௐWRJHWKHUௐZLWKௐRXUௐDIILOLDWHௐ(QWHUSULVHௐ+ROGLQJVௐLVௐXQSDUDOOHOHGௐLQௐVL]Hௐ VWUHQJWKௐDQGௐVWDELOLW\ௐ$VௐDௐSULYDWHO\ௐKHOGௐFRPSDQ\ௐLWௐLVௐQRWௐRXUௐSUDFWLFHௐWRௐSXEOLFO\ௐ GLVWULEXWHௐFRQVROLGDWHGௐILQDQFLDOௐLQIRUPDWLRQௐ+RZHYHUௐRXUௐFRQVHUYDWLYHௐDQGௐ GLVFLSOLQHGௐORQJWHUPௐDSSURDFKௐWRௐPDQDJLQJௐRXUௐEXVLQHVVௐKDVௐHDUQHGௐXVௐE\ௐIDUௐWKHௐ VWURQJHVWௐEDODQFHௐVKHHWௐLQௐRXUௐLQGXVWU\
6WDQGDUGௐDQGௐ3RRU¶Vௐ5DWLQJௐ6HUYLFHVௐUHFHQWO\ௐXSJUDGHGௐ(QWHUSULVHௐ)OHHWௐ 0DQDJHPHQWௐ,QF
VௐFRUSRUDWHௐFUHGLWௐUDWLQJௐWRௐ%%%ௐIURPௐ%%%ௐ7KLVௐUHIOHFWVௐWKHௐ ILQDQFLDOௐVWUHQJWKௐRIௐRXUௐFRPSDQ\ௐDQGௐRXUௐORQJWHUPௐDSSURDFKௐWRௐRXUௐEXVLQHVV
:KDWௐLVௐ\RXUௐ86ௐPDUNHWௐVKDUHௐIRUௐWKHௐ
VROXWLRQVௐWKDWௐ\RXௐDUHௐSURSRVLQJ"
5HFHQWO\ௐ(QWHUSULVHௐ)OHHWௐ0DQDJHPHQWௐZDVௐUDQNHGௐWKHௐODUJHVWௐIOHHWௐPDQDJHPHQWௐ SURYLGHUௐLQௐWKHௐ8QLWHGௐ6WDWHௐDFFRUGLQJௐWRௐ$XWRPRWLYHௐ)OHHW¶Vௐௐ)DFWௐ%RRNௐ:Hௐ KDYHௐEHHQௐRSHUDWLQJௐLQௐWKHௐLQGXVWU\ௐIRUௐGHFDGHVௐ7KLVௐVWDELOLW\ௐKDVௐHQDEOHGௐXVௐWRௐ SXUVXHௐFRQVLVWHQWO\ௐFRQVHUYDWLYHௐJURZWKௐDQGௐUHVLGXDOௐYDOXHௐWDUJHWVௐZKLOHௐOLPLWLQJௐ RSHUDWLRQDOௐDQGௐFUHGLWௐULVNௐ(QWHUSULVH¶VௐSRVLWLYHௐRXWORRNௐUHIOHFWVௐRXUௐH[SHFWDWLRQVௐWKDWௐ WKHௐFRPSDQ\ௐZLOOௐPDLQWDLQௐLWVௐLQGXVWU\OHDGLQJௐSRVLWLRQௐLQௐWKHௐDXWRPRWLYHௐIOHHWௐOHDVLQJௐ LQGXVWU\
Bid Number: RFP 030122 Vendor Name: Enterprise Fleet Management, Inc.
:KDWௐLVௐ\RXUௐ&DQDGLDQௐPDUNHWௐVKDUHௐIRUௐWKHௐ
VROXWLRQVௐWKDWௐ\RXௐDUHௐSURSRVLQJ"
&XUUHQWO\ௐ(QWHUSULVHௐPDQDJHVௐௐOHDVHGௐXQLWVௐௐQRQOHDVHGௐXQLWVௐDQGௐRYHUௐ ௐUHQWDOVௐDFURVVௐ&DQDGDௐ(QWHUSULVHௐKDVௐDERXWௐௐSHUFHQWௐRIௐWKHௐIOHHWௐ PDQDJHPHQWௐDQGௐOHDVLQJௐPDUNHWௐDQGௐRYHUௐௐSHUFHQWௐRIௐWKHௐUHQWDOௐPDUNHWௐ (QWHUSULVHௐ)OHHWௐ0DQDJHPHQWௐLVௐFXUUHQWO\ௐJURZLQJௐDWௐௐSHUFHQWௐDQQXDOO\ௐLQௐ &DQDGDௐDQGௐRYHUௐௐSHUFHQWௐLQௐ:HVWHUQௐ&DQDGD
+DVௐ\RXUௐEXVLQHVVௐHYHUௐSHWLWLRQHGௐIRUௐ
EDQNUXSWF\ௐSURWHFWLRQ"ௐ,IௐVRௐH[SODLQௐLQௐGHWDLO
1R
+RZௐLVௐ\RXUௐRUJDQL]DWLRQௐEHVWௐGHVFULEHG
ௐLVௐ
LWௐDௐPDQXIDFWXUHUௐDௐGLVWULEXWRUGHDOHUUHVHOOHUௐ
RUௐDௐVHUYLFHௐSURYLGHU"ௐௐ$QVZHUௐZKLFKHYHUௐ
TXHVWLRQௐ
HLWKHUௐD
ௐRUௐE
ௐMXVWௐEHORZ
ௐEHVWௐ
DSSOLHVௐWRௐ\RXUௐRUJDQL]DWLRQ
D
ௐௐௐௐ,Iௐ\RXUௐFRPSDQ\ௐLVௐEHVWௐGHVFULEHGௐDVௐ
DௐGLVWULEXWRUGHDOHUUHVHOOHUௐ
RUௐVLPLODUௐHQWLW\
ௐ
SURYLGHௐ\RXUௐZULWWHQௐDXWKRUL]DWLRQௐWRௐDFWௐDVௐDௐ
GLVWULEXWRUGHDOHUUHVHOOHUௐIRUௐWKHௐPDQXIDFWXUHUௐ
RIௐWKHௐSURGXFWVௐSURSRVHGௐLQௐWKLVௐ5)3ௐ,Iௐ
DSSOLFDEOHௐLVௐ\RXUௐGHDOHUௐQHWZRUNௐ
LQGHSHQGHQWௐRUௐFRPSDQ\ௐRZQHG"
E
ௐௐௐௐ,Iௐ\RXUௐFRPSDQ\ௐLVௐEHVWௐGHVFULEHGௐDVௐ
DௐPDQXIDFWXUHUௐRUௐVHUYLFHௐSURYLGHUௐGHVFULEHௐ
\RXUௐUHODWLRQVKLSௐZLWKௐ\RXUௐVDOHVௐDQGௐVHUYLFHௐ
IRUFHௐDQGௐZLWKௐ\RXUௐGHDOHUௐQHWZRUNௐLQௐ
GHOLYHULQJௐWKHௐSURGXFWVௐDQGௐVHUYLFHVௐ
SURSRVHGௐLQௐWKLVௐ5)3ௐ$UHௐWKHVHௐLQGLYLGXDOVௐ
\RXUௐHPSOR\HHVௐRUௐWKHௐHPSOR\HHVௐRIௐDௐWKLUGௐ
SDUW\"
6HUYLFHௐSURYLGHU
,IௐDSSOLFDEOHௐSURYLGHௐDௐGHWDLOHGௐH[SODQDWLRQௐ
RXWOLQLQJௐWKHௐOLFHQVHVௐDQGௐFHUWLILFDWLRQVௐWKDWௐ
DUHௐERWKௐUHTXLUHGௐWRௐEHௐKHOGௐDQGௐDFWXDOO\ௐ
KHOGௐE\ௐ\RXUௐRUJDQL]DWLRQௐ
LQFOXGLQJௐWKLUGௐ
SDUWLHVௐDQGௐVXEFRQWUDFWRUVௐWKDWௐ\RXௐXVH
ௐLQௐ
SXUVXLWௐRIௐWKHௐEXVLQHVVௐFRQWHPSODWHGௐE\ௐWKLVௐ
5)3
Rௐ$OEHUWDௐ&RUSRUDWHௐ/LFHQVHௐQXPEHU
ௐ
Rௐ6DVNDWFKHZDQௐ&RUSRUDWHௐ/LFHQVHௐQXPEHU
ௐ
Rௐ0DQLWREDௐ&RUSRUDWHௐ/LFHQVHௐQXPEHU
ௐ
Rௐ*67ௐQXPEHU
ௐௐௐ57
Rௐ6DVNDWFKHZDQௐ367ௐQXPEHU
ௐ
Rௐ0DQLWREDௐ367ௐQXPEHU
ௐௐௐ0&
3URYLGHௐDOOௐ³6XVSHQVLRQௐRUௐ'HEDUPHQW´ௐ
LQIRUPDWLRQௐWKDWௐKDVௐDSSOLHGௐWRௐ\RXUௐ
RUJDQL]DWLRQௐGXULQJௐWKHௐSDVWௐWHQௐ\HDUV
1$
Bid Number: RFP 030122 Vendor Name: Enterprise Fleet Management, Inc.
7DEOH
,QGXVWU\5HFRJQLWLRQ 0DUNHWSODFH6XFFHVV
/LQH
,WHP 4XHVWLRQ 5HVSRQVH
'HVFULEHௐDQ\ௐUHOHYDQWௐLQGXVWU\ௐDZDUGVௐRUௐ
UHFRJQLWLRQௐWKDWௐ\RXUௐFRPSDQ\ௐKDVௐUHFHLYHGௐ
LQௐWKHௐSDVWௐILYHௐ\HDUV
(QWHUSULVHௐ)OHHWௐ0DQDJHPHQWௐKDVௐDௐGLVWLQJXLVKHGௐKLVWRU\ௐRIௐUHFHLYLQJௐDZDUGVௐDQGௐ DFFRODGHVௐ$ௐVHOHFWLRQௐRIௐPDMRUௐKRQRUVௐUHFHLYHGௐLQௐUHFHQWௐ\HDUVௐLVௐLQFOXGHGௐEHORZௐ DQGௐFDQௐDOVRௐEHௐIRXQGௐRQௐRXUௐZHEVLWH
%OXHௐ6HDOௐRIௐ([FHOOHQFHௐIURPௐWKHௐ1DWLRQDOௐ,QVWLWXWHௐIRUௐ$XWRPRWLYHௐ6HUYLFHௐ ([FHOOHQFHௐ
$6(
ௐ
ௐ±ௐௐ\HDUVௐVWUDLJKW
6LOYHUௐ6WHYLHௐ$ZDUGௐ,QQRYDWLRQௐLQௐ6DOHVௐIURPௐWKHௐ6WHYLHௐ$ZDUGVௐIRUௐ6DOHVௐ ௐ &XVWRPHUௐ6HUYLFHௐ
6LOYHUௐ6WHYLHௐ$ZDUGௐ%HVWௐ8VHௐRIௐ7HFKQRORJ\ௐLQௐ6DOHVௐIURPௐWKHௐ6WHYLHௐ$ZDUGVௐIRUௐ 6DOHVௐ ௐ&XVWRPHUௐ6HUYLFHௐ
%URQ]Hௐ6WHYLHௐ$ZDUGௐ,QQRYDWLRQௐLQௐ&XVWRPHUௐ6HUYLFHௐIURPௐWKHௐ6WHYLHௐ$ZDUGVௐIRUௐ 6DOHVௐ ௐ&XVWRPHUௐ6HUYLFHௐ
%URQ]Hௐ6WHYLHௐ$ZDUGௐ%HVWௐ8VHௐRIௐ7HFKQRORJ\ௐLQௐ&XVWRPHUௐ6HUYLFHௐIURPௐWKHௐ6WHYLHௐ $ZDUGVௐIRUௐ6DOHVௐ ௐ&XVWRPHUௐ6HUYLFHௐ
:KDWௐSHUFHQWDJHௐRIௐ\RXUௐVDOHVௐDUHௐWRௐWKHௐ
JRYHUQPHQWDOௐVHFWRUௐLQௐWKHௐSDVWௐWKUHHௐ\HDUV
(QWHUSULVHௐ)OHHWௐ0DQDJHPHQWௐLVௐDௐSULYDWHO\ௐRZQHGௐIDPLO\ௐUXQௐEXVLQHVVௐDQGௐGRHVௐ QRWௐUHOHDVHௐVSHFLILFௐSHUIRUPDQFHௐQXPEHUVௐWRௐWKHௐSXEOLFௐ2ZQHGௐE\ௐWKHௐ7D\ORUௐIDPLO\ௐ RIௐ6Wௐ/RXLVௐVLQFHௐ
ௐ(QWHUSULVHௐ)OHHWௐ0DQDJHPHQWௐRSHUDWHVௐDௐQHWZRUNௐRIௐPRUHௐ WKDQௐௐIXOO\ௐVWDIIHGௐRIILFHVௐZKLFKௐPDQDJHVௐDௐIOHHWௐRIௐPRUHௐWKDQௐௐYHKLFOHVௐLQௐ WKHௐ86ௐDQGௐ&DQDGDௐ(QWHUSULVHௐ)OHHWௐ0DQDJHPHQWௐSURYLGHVௐVHUYLFHVௐWRௐKXQGUHGVௐ RIௐSXEOLFௐDQGௐSULYDWHௐVFKRROVௐFROOHJHVௐXQLYHUVLWLHVௐFLWLHVௐFRXQWLHVௐDQGௐRWKHUௐ JRYHUQPHQWௐHQWLWLHVௐQDWLRQZLGHௐWRௐPDQDJHௐWHQVௐRIௐWKRXVDQGVௐRIௐJRYHUQPHQWௐ YHKLFOHVௐ7KHUHௐKDYHௐEHHQௐQRௐFOLHQWVௐWKDWௐKDYHௐWHUPLQDWHGௐDௐFRQWUDFWௐIRUௐQRQ SHUIRUPDQFH
:KDWௐSHUFHQWDJHௐRIௐ\RXUௐVDOHVௐDUHௐWRௐWKHௐ
HGXFDWLRQௐVHFWRUௐLQௐWKHௐSDVWௐWKUHHௐ\HDUV
(QWHUSULVHௐ)OHHWௐ0DQDJHPHQWௐLVௐDௐSULYDWHO\ௐRZQHGௐIDPLO\ௐUXQௐEXVLQHVVௐDQGௐGRHVௐ QRWௐUHOHDVHௐVSHFLILFௐSHUIRUPDQFHௐQXPEHUVௐWRௐWKHௐSXEOLFௐ2ZQHGௐE\ௐWKHௐ7D\ORUௐIDPLO\ௐ RIௐ6Wௐ/RXLVௐVLQFHௐ
ௐ(QWHUSULVHௐ)OHHWௐ0DQDJHPHQWௐௐRSHUDWHVௐDௐQHWZRUNௐRIௐPRUHௐ WKDQௐௐIXOO\ௐVWDIIHGௐRIILFHVௐZKLFKௐPDQDJHVௐDௐIOHHWௐRIௐPRUHௐWKDQௐௐYHKLFOHVௐLQௐ WKHௐ86ௐDQGௐ&DQDGDௐ(QWHUSULVHௐ)OHHWௐ0DQDJHPHQWௐSURYLGHVௐVHUYLFHVௐWRௐKXQGUHGVௐ RIௐSXEOLFௐDQGௐSULYDWHௐVFKRROVௐFROOHJHVௐXQLYHUVLWLHVௐFLWLHVௐFRXQWLHVௐDQGௐRWKHUௐ JRYHUQPHQWௐHQWLWLHVௐQDWLRQZLGHௐWRௐPDQDJHௐWHQVௐRIௐWKRXVDQGVௐRIௐJRYHUQPHQWௐ YHKLFOHVௐ7KHUHௐKDYHௐEHHQௐQRௐFOLHQWVௐWKDWௐKDYHௐWHUPLQDWHGௐDௐFRQWUDFWௐIRUௐQRQ SHUIRUPDQFH
/LVWௐDQ\ௐVWDWHௐSURYLQFLDOௐRUௐFRRSHUDWLYHௐ
SXUFKDVLQJௐFRQWUDFWVௐWKDWௐ\RXௐKROGௐ:KDWௐLVௐ
WKHௐDQQXDOௐVDOHVௐYROXPHௐIRUௐHDFKௐRIௐWKHVHௐ
FRQWUDFWVௐRYHUௐWKHௐSDVWௐWKUHHௐ\HDUV"
(QWHUSULVHௐ)OHHWௐ0DQDJHPHQWௐSDUWQHUVௐZLWKௐ6RXUFHZHOOௐ7,36ௐDQGௐ( ,ௐIRUௐ FRRSHUDWLYHௐSXUFKDVLQJௐௐ$VௐDௐSULYDWHO\ௐKHOGௐFRPSDQ\ௐZHௐGRௐQRWௐUHOHDVHௐVSHFLILFௐ SHUIRUPDQFHௐQXPEHUVௐWRௐWKHௐSXEOLFௐௐ(QWHUSULVHௐ)OHHWௐ0DQDJHPHQWௐSURYLGHVௐ VHUYLFHVௐWKURXJKௐWKHௐXVHௐRIௐSXUFKDVLQJௐFRRSVௐWRௐDOOௐSXEOLFௐDQGௐSULYDWHௐVFKRROVௐ FROOHJHVௐXQLYHUVLWLHVௐFLWLHVௐFRXQWLHVௐDQGௐRWKHUௐJRYHUQPHQWௐHQWLWLHV
/LVWௐDQ\ௐ*6$ௐFRQWUDFWVௐRUௐ6WDQGLQJௐ2IIHUVௐ
DQGௐ6XSSO\ௐ$UUDQJHPHQWVௐ
626$
ௐWKDWௐ\RXௐ
KROGௐ:KDWௐLVௐWKHௐDQQXDOௐVDOHVௐYROXPHௐIRUௐ
HDFKௐRIௐWKHVHௐFRQWUDFWVௐRYHUௐWKHௐSDVWௐWKUHHௐ
\HDUV"
(QWHUSULVHௐ)OHHWௐ0DQDJHPHQWௐ,QFௐGRHVௐQRWௐKROGௐDQ\ௐFRQWUDFWVௐGLUHFWO\ௐZLWKௐWKHௐ*6$
7DEOH
5HIHUHQFHV7HVWLPRQLDOV
/LQH,WHP6XSSO\UHIHUHQFHLQIRUPDWLRQIURPWKUHHFXVWRPHUVZKRDUHHOLJLEOHWREH6RXUFHZHOOSDUWLFLSDWLQJHQWLWLHV (QWLW\1DPH
&RQWDFW1DPH
3KRQH1XPEHU
.HQRVKDௐ8QLILHGௐ6FKRROௐ'LVWULFW 'DQௐ$LHOORௐ*URXQGVௐDQGௐ9HKLFOHௐ5HSDLU
ௐ
&LW\ௐRIௐ5XVWRQ 0LFKHOOHௐ&ROYLQௐ3XUFKDVLQJௐ$JHQW
ௐ
.LQJVௐ0RVTXLWRௐ$EDWHPHQWௐ'LVWULFW 0LFKDHOௐ&DYDQDJKௐ*HQHUDOௐ0DQDJHU
ௐ
Bid Number: RFP 030122 Vendor Name: Enterprise Fleet Management, Inc.
7DEOH
7RS)LYH*RYHUQPHQWRU(GXFDWLRQ&XVWRPHUV
/LQH,WHP3URYLGHDOLVWRI\RXUWRSILYHJRYHUQPHQWHGXFDWLRQRUQRQSURILWFXVWRPHUV HQWLW\QDPHLVRSWLRQDO
LQFOXGLQJHQWLW\
W\SHWKHVWDWHRUSURYLQFHWKHHQWLW\LVORFDWHGLQVFRSHRIWKHSURMHFW V
VL]HRIWUDQVDFWLRQ
V
DQGGROODUYROXPHVIURPWKHSDVWWKUHH
\HDUV
(QWLW\1DPH (QWLW\7\SH
6WDWH
3URYLQFH
6FRSHRI:RUN
6L]HRI7UDQVDFWLRQV
'ROODU9ROXPH3DVW7KUHH<HDUV
9LOODJHௐ&HQWHUௐ
&RPPXQLW\ௐ
'HYHORSPHQWௐ
'LVWULFW
(GXFDWLRQ )ORULGD)/ )OHHWௐ0DQDJHPHQWௐ6HUYLFHVௐIRUௐ
ௐYHKLFOHV
ௐYHKLFOHVௐGHOLYHUHG
&LW\ௐRIௐ
5RVZHOOௐ
*HRUJLD
*RYHUQPHQW *HRUJLD*$ )OHHWௐ0DQDJHPHQWௐ6HUYLFHVௐIRUௐ
ௐYHKLFOHVௐLQFOXGLQJௐ$FFLGHQWௐ
0DQDJHPHQW
ௐYHKLFOHVௐGHOLYHUHG
&LW\ௐRIௐ
5RFNYLOOH
*RYHUQPHQW 0DU\ODQG0' )OHHWௐ0DQDJHPHQWௐ6HUYLFHVௐIRUௐ
ௐYHKLFOHV
ௐYHKLFOHVௐGHOLYHUHG
&LW\ௐRIௐ0XUULHWD *RYHUQPHQW &DOLIRUQLD&$ )OHHWௐ0DQDJHPHQWௐ6HUYLFHVௐIRUௐ ௐYHKLFOHVௐLQFOXGLQJௐIXOOௐ
PDLQWHQDQFHௐDQGௐPDLQWHQDQFHௐ
PDQDJHPHQW
ௐYHKLFOHVௐGHOLYHUHG
&LW\ௐRIௐ1HZWRQ *RYHUQPHQW 0DLQH0( )OHHWௐ0DQDJHPHQWௐ6HUYLFHVௐIRU ௐYHKLFOHV
ௐYHKLFOHVௐGHOLYHUHG
7DEOH
$ELOLW\WR6HOODQG'HOLYHU6HUYLFH
'HVFULEH\RXUFRPSDQ\¶VFDSDELOLW\WRPHHWWKHQHHGVRI6RXUFHZHOOSDUWLFLSDWLQJHQWLWLHVDFURVVWKH86DQG&DQDGDDVDSSOLFDEOH <RXUUHVSRQVHVKRXOGDGGUHVVLQGHWDLODWOHDVWWKHIROORZLQJDUHDV ORFDWLRQVRI\RXUQHWZRUNRIVDOHVDQGVHUYLFHSURYLGHUVWKHQXPEHU RIZRUNHUV
IXOOWLPHHTXLYDOHQWV
LQYROYHGLQHDFKVHFWRUZKHWKHUWKHVHZRUNHUVDUH\RXUGLUHFWHPSOR\HHV RUHPSOR\HHVRIDWKLUG
SDUW\
DQGDQ\RYHUODSEHWZHHQWKHVDOHVDQGVHUYLFHIXQFWLRQV /LQH
,WHP 4XHVWLRQ 5HVSRQVH
Bid Number: RFP 030122 Vendor Name: Enterprise Fleet Management, Inc.
6DOHVௐIRUFH (QWHUSULVHௐ)OHHWௐ0DQDJHPHQWௐKDVௐH[SHULHQFHGௐOHDGHUVKLSௐDWௐERWKௐWKHௐFRUSRUDWHௐDQGௐ ORFDOௐOHYHOௐ7KLVௐDOORZVௐRXUௐUHJLRQDOௐJURXSௐRIILFHVௐWRௐPDNHௐGHFLVLRQVௐDWௐWKHௐORFDOௐOHYHOௐ WRௐPHHWௐWKHLUௐFXVWRPHUV¶ௐQHHGVௐZKLOHௐSURYLGLQJௐRYHUDOOௐVXSSRUWௐLQIUDVWUXFWXUHௐDQGௐ FHQWUDOL]HGௐVHUYLFHVௐIURPௐRXUௐFRUSRUDWHௐWHDPV
(DFKௐRIௐRXUௐPRUHௐWKDQௐௐ(QWHUSULVHௐ)OHHWௐ0DQDJHPHQWௐRIILFHVௐDUHௐVWDIIHGௐZLWKௐ PRUHௐWKDQௐௐVDOHVௐSURIHVVLRQDOVௐWRௐKDQGOHௐDOOௐDUHDVௐRIௐRXUௐFXVWRPHUV¶ௐIOHHWௐ SURJUDPVௐLQFOXGLQJௐVDOHVௐ.H\ௐSRVLWLRQVௐZLWKLQௐWKHௐORFDOௐWHDPVௐLQFOXGH
)OHHWௐ0DQDJHPHQWௐ'LUHFWRU
ௐ7KHௐGLUHFWRUௐRIௐWKHௐORFDOௐOHDGHUVKLSௐWHDPௐZKRௐFDQௐDVVLVWௐLQௐUHVROYLQJௐHVFDODWHGௐ FXVWRPHUௐVHUYLFHௐQHHGVௐUHJDUGLQJௐWKHௐ6RXUFHZHOO
VௐIOHHWௐPDQDJHPHQWௐVHUYLFHV
)OHHWௐ6WUDWHJ\ௐ0DQDJHU
ௐ:RUNVௐZLWKௐ&OLHQWௐ6WUDWHJ\ௐ0DQDJHUௐWRௐPD[LPL]HௐUHVDOHGLVSRVDOௐRIௐIOHHWௐYHKLFOHV ௐ:RUNVௐZLWKௐZKROHVDOHUVௐQDWLRQZLGHௐWRௐVHOOௐYHKLFOHVௐLQௐDQௐDYHUDJHௐRIௐௐGD\V )LQDQFHௐ0DQDJHU
ௐ$ௐPHPEHUௐRIௐWKHௐORFDOௐOHDGHUVKLSௐWHDPௐZKRௐFDQௐDVVLVWௐLQௐUHVROYLQJௐHVFDODWHGௐ FXVWRPHUௐVHUYLFHௐQHHGVௐUHJDUGLQJௐWKHௐILQDQFLQJௐRIௐ6RXUFHZHOO VௐIOHHW
$FFRXQWௐ([HFXWLYH
ௐ'HVLJQVௐUHYLHZVௐDQGௐLPSOHPHQWVௐIOHHWௐPDQDJHPHQWௐSURJUDPV ௐ6XSSRUWVௐWKHௐ&OLHQWௐ6WUDWHJ\ௐ0DQDJHUௐLQௐKDQGOLQJௐ6RXUFHZHOO VௐRQJRLQJௐIOHHWௐQHHGV
$UHDௐ6DOHVௐ0DQDJHU
ௐ3URYLGHVௐDௐPDQDJHULDOௐRYHUVLJKWௐWRௐWKHௐ$FFRXQWௐ([HFXWLYHௐDQGௐ&OLHQWௐ6WUDWHJ\ௐ 0DQDJHUௐDQGௐFDQௐSURYLGHௐDGGLWLRQDOௐVXSSRUWௐWRௐ6RXUFHZHOOௐDVௐQHHGHG &OLHQWௐ6WUDWHJ\ௐ0DQDJHU
ௐ,PSOHPHQWVௐIOHHWௐPDQDJHPHQWௐSURJUDPVௐVSHFLILFDOO\ௐGHVLJQHGௐIRUௐ6RXUFHZHOO ௐ5HYLHZVௐ6RXUFHZHOO
Vௐ)OHHWௐ3URILOHௐRQௐDௐUHJXODUௐEDVLV
ௐ3URDFWLYHO\ௐIRUHFDVWVௐYHKLFOHௐUHSODFHPHQWௐQHHGV
ௐ6HFRQGDU\ௐSRLQWௐRIௐFRQWDFWௐIRUௐIOHHWௐUHODWHGௐPDWWHUV
$FFRXQWௐ)OHHWௐ&RRUGLQDWRU
ௐ3ULPDU\ௐFRQWDFWௐIRUௐ6RXUFHZHOO
VௐIOHHWௐQHHGV
ௐ$GPLQLVWHUVௐDOOௐGD\WRGD\ௐIOHHWUHODWHGௐPDWWHUV
ௐ:RUNVௐZLWKௐ&OLHQWௐ6WUDWHJ\ௐ0DQDJHUௐWRௐSURYLGHௐWXUQNH\ௐIOHHWௐPDQDJHPHQW ௐ:RUNVௐGLUHFWO\ௐZLWKௐ6RXUFHZHOO
VௐHPSOR\HHVௐRQௐIOHHWௐLVVXHV
'HDOHUௐQHWZRUNௐRUௐRWKHUௐGLVWULEXWLRQௐ
PHWKRGV
$VௐWKHௐODUJHVWௐSXUFKDVHUௐRIௐYHKLFOHVௐLQௐ1RUWKௐ$PHULFDௐ(QWHUSULVHௐKDVௐWKHௐDELOLW\ௐWRௐ DFTXLUHௐYHKLFOHVௐIURPௐQHDUO\ௐDQ\ௐPDQXIDFWXUHUௐ:HௐFDQௐDOVRௐRIIHUௐERWKௐQHZௐDQGௐXVHGௐ YHKLFOHVௐIURPௐH[LVWLQJௐLQYHQWRU\
9HKLFOHௐ'HOLYHU\
(QWHUSULVHௐ)OHHWௐ0DQDJHPHQWௐKDVௐௐGHDOHUVௐLQௐRXUௐGDWDEDVHௐWKURXJKௐZKLFKௐZHௐ FDQௐDUUDQJHௐYHKLFOHௐGHOLYHU\ௐ8QOHVVௐGHILQHGௐRWKHUZLVHௐZHௐVWDUWௐRXUௐVHDUFKௐIRUௐ FRXUWHV\ௐGHOLYHU\ௐ
&'
ௐGHDOHUVௐZLWKௐIHHVௐXQGHUௐௐDQGௐZLWKLQௐௐPLOHVௐRIௐWKHௐ GULYHUௐ:HௐVKRSௐIRUௐWKHௐEHVWௐGHDOௐIRUௐDOOௐSDUWLHVௐDQGௐDOZD\VௐORRNௐIRUௐYROXPHௐGLVFRXQWௐ RSSRUWXQLWLHVௐ:KHQௐDSSOLFDEOHௐZHௐXVHௐWKHௐVDPHௐGHDOHUVௐFRQWLQXRXVO\ௐWRௐHQVXUHௐWKH\ௐ XQGHUVWDQGௐ(QWHUSULVHௐDQGௐRXUௐFXVWRPHUV
ௐH[SHFWDWLRQVௐ:HௐKDYHௐGHWDLOHGௐLQVWUXFWLRQVௐ
OHWWLQJௐWKHௐGHDOHUௐNQRZௐVWHSE\VWHSௐZKDWௐLVௐQHHGHGௐIRUௐDௐVPRRWKௐWUDQVDFWLRQௐ LQFOXGLQJௐSD\PHQWௐ
7KLVௐLVௐZKDWௐZHௐH[SHFWௐIURPௐRXUௐ&'ௐGHDOHUV
ௐ$FFHSWDQFHௐRIௐYHKLFOHௐLQFOXGLQJௐLQVSHFWLRQௐIRUௐGDPDJHௐRUௐPLVVLQJௐHTXLSPHQW ௐ)LOLQJௐRIௐFODLPVௐDQGௐPDNLQJௐDUUDQJHPHQWVௐIRUௐDQ\ௐQHFHVVDU\ௐUHSDLUV ௐ3UHSDUDWLRQௐRIௐYHKLFOHௐIRUௐGHOLYHU\ௐLQFOXGLQJௐSHUIRUPLQJௐWKHௐSRVWGHOLYHU\ௐLQVSHFWLRQௐ FOHDQLQJௐWKHௐYHKLFOHௐDQGௐLQVWDOOLQJௐDQ\ௐHTXLSPHQW
ௐ7LPHO\ௐGHOLYHU\ௐRIௐYHKLFOHௐWRௐGULYHUௐLQFOXGLQJௐSURYLGLQJௐH[FHOOHQWௐFXVWRPHUௐVHUYLFHௐ DQGௐDௐGHPRQVWUDWLRQௐRIௐWKHௐYHKLFOH
ௐ$SSOLFDWLRQௐIRUௐ7LWOHௐDQGௐ5HJLVWUDWLRQௐZLWKௐWKHௐVWDWHௐDQGௐLQVWDOODWLRQௐRIௐOLFHQVHௐSODWHVௐ RUௐWHPSRUDU\ௐWDJV
Bid Number: RFP 030122 Vendor Name: Enterprise Fleet Management, Inc.
6HUYLFHௐIRUFH &DOOௐ&HQWHU
(QWHUSULVHௐ)OHHWௐ0DQDJHPHQWௐKDVௐDௐFDOOௐFHQWHUௐZLWKௐDௐVLQJOHௐWROOIUHHௐQXPEHUௐIRUௐDOOௐ FXVWRPHUௐVXSSRUWௐUHODWHGௐWRௐYHKLFOHௐPDLQWHQDQFHௐURDGVLGHௐDVVLVWDQFHௐDQGௐDFFLGHQWௐ PDQDJHPHQWௐ7KHௐFDOOௐFHQWHUௐLVௐVWDIIHGௐH[FOXVLYHO\ௐE\ௐ(QWHUSULVHௐ)OHHWௐ0DQDJHPHQWௐ DVVRFLDWHV
2XUௐPDLQWHQDQFHௐWHDP¶VௐKRXUVௐDUHௐௐDPௐWRௐ
ௐSPௐ&67ௐ0RQGD\ௐWKURXJKௐ)ULGD\ௐ
DQGௐௐDPௐWRௐௐSPௐ&67ௐRQௐ6DWXUGD\ௐ2XUௐURDGVLGHௐWHDP¶VௐKRXUVௐDUHௐௐDPௐWRௐௐ SPௐ0RQGD\ௐWKURXJKௐ)ULGD\ௐDQGௐௐDPௐWRௐௐSPௐRQௐ6DWXUGD\ௐ2XWVLGHௐRIௐWKHVHௐ KRXUVௐURDGVLGHௐFDOOVௐDUHௐURXWHGௐWRௐRXUௐSDUWQHUௐYHQGRUVௐ5RDGVLGHௐDVVLVWDQFHௐLVௐ DYDLODEOHௐௐKRXUVௐDௐGD\ௐVHYHQௐGD\VௐDௐZHHN
7KHௐ1DWLRQDOௐ6HUYLFHௐ'HSDUWPHQWௐKDVௐDௐVWDIIௐRIௐDSSUR[LPDWHO\ௐௐSHRSOHௐ:HௐKDYHௐ ௐ0DLQWHQDQFHௐ&RRUGLQDWRUVௐZKRௐKDQGOHௐSUHYHQWDWLYHௐPDLQWHQDQFHௐIOXLGௐVHUYLFHVௐ EUDNHVௐDQGௐWLUHVௐDORQJௐZLWKௐPRUHௐWKDQௐௐ6HUYLFHௐ$GYLVRUVௐZKRௐKDQGOHௐHYHU\ௐW\SHௐ RIௐUHSDLUௐ²ௐIURPௐDQௐRLOௐFKDQJHௐWRௐDௐWUDQVPLVVLRQௐIDLOXUHௐ,QௐDGGLWLRQௐZHௐKDYHௐ DSSUR[LPDWHO\ௐ
ௐ6HUYLFHௐ&RRUGLQDWRUVௐZKRௐVHWௐXSௐWRZVௐORFNRXWௐVHUYLFHVௐMXPSௐ VWDUWVௐIODWௐWLUHௐFKDQJHVௐDQGௐRWKHUௐUHODWHGௐUHTXHVWV
6XSSOLHUௐ1HWZRUN
(QWHUSULVHௐHQFRXUDJHVௐWKHௐXVHௐRIௐRXUௐPRUHௐWKDQௐௐ3UHIHUUHGௐ3DUWQHUVௐWRௐHQVXUHௐ WKHௐKLJKHVWௐOHYHOௐRIௐVHUYLFHௐDQGௐJUHDWHVWௐYDOXHௐZLWKௐORZHUௐGRZQWLPHVௐ,QௐWRWDOௐ (QWHUSULVHௐKDVௐHVWDEOLVKHGௐUHODWLRQVKLSVௐZLWKௐQHDUO\ௐ
ௐPDLQWHQDQFHௐDQGௐUHSDLUௐ
VKRSVௐQDWLRQZLGHௐZKLFKௐLQFOXGHVௐGHDOHUVௐDQGௐ1DWLRQDOௐ$FFRXQWௐSDUWQHUVௐ1DWLRQDOௐ $FFRXQWௐSDUWQHUVௐLQFOXGH
ௐ)LUHVWRQHௐ0LFKHOLQௐ3HSௐ%R\Vௐ7LUHௐ.LQJGRPௐ-LII\ௐ/XEHௐ 9DOYROLQHௐ,QVWDQWௐ2LOௐ&KDQJHௐ*RRG\HDUௐ'LVFRXQWௐ7LUHௐDQGௐ*UHDVHௐ0RQNH\ௐௐ 2XUௐSDUWQHUVKLSVௐJLYHௐRXUௐFXVWRPHUVௐDFFHVVௐWRௐDௐYDVWௐQDWLRQZLGHௐQHWZRUNௐRIௐYHQGRUVௐ ZKRௐDUHௐUHDG\ௐWRௐSHUIRUPௐURXWLQHௐPDLQWHQDQFHௐDQGௐUHSDLUVௐRXWVLGHௐRIௐWKHௐYHKLFOHௐ ZDUUDQWLHV
'HVFULEHௐWKHௐRUGHULQJௐSURFHVVௐ,IௐRUGHUVௐ
ZLOOௐEHௐKDQGOHGௐE\ௐGLVWULEXWRUVௐGHDOHUVௐRUௐ
RWKHUVௐH[SODLQௐWKHௐUHVSHFWLYHௐUROHVௐRIௐWKHௐ
3URSRVHUௐDQGௐRWKHUV
(QWHUSULVHௐ)OHHWௐ0DQDJHPHQWௐKDVௐDௐGHGLFDWHGௐRUGHULQJௐWHDPௐDWௐRXUௐFRUSRUDWHௐRIILFHௐ LQௐ6Wௐ/RXLVௐWRௐSODFHௐIDFWRU\ௐRUGHUVௐIRUௐHDFKௐPDQXIDFWXUHUௐ:HௐKDYHௐGHYHORSHGௐ V\VWHPௐWRROVௐDQGௐDௐGDWDEDVHௐWKDWௐDOORZௐXVௐWRௐWUDQVPLWௐRUGHUVௐIURPௐGHSDUWPHQWௐWRௐ GHSDUWPHQWௐHOHFWURQLFDOO\ௐ2XUௐRUGHULQJௐWHDPௐKDVௐDFFHVVௐWRௐPDQ\ௐRIௐWKHௐPDQXIDFWXUHUௐ V\VWHPVௐRUGHULQJௐJXLGHVௐDQGௐDVVLJQHGௐFRQWDFWVௐIRUௐDQ\ௐRUGHULQJௐVFKHGXOLQJௐDQGௐ WUDFNLQJௐTXHVWLRQV
:HௐWUDFNௐRUGHUVௐZLWKௐWKHௐPDQXIDFWXUHUVௐWKURXJKRXWௐWKHௐSURFHVVௐ'ULYHUVௐFDQௐDOVRௐ FKHFNௐWKHLUௐYHKLFOHௐVWDWXVௐWKURXJKௐRXUௐZHEVLWHௐRUௐWKURXJKௐWKHௐ(QWHUSULVHௐPRELOHௐDSSௐ 2QFHௐWKHௐYHKLFOHVௐDUULYHௐ\RXUௐ$FFRXQWௐ)OHHWௐ&RRUGLQDWRUௐZLOOௐZRUNௐZLWKௐHDFKௐGULYHUௐWRௐ FRRUGLQDWHௐWKHௐPRVWௐFRQYHQLHQWௐPHWKRGௐRIௐSLFNXSௐRUௐGHOLYHU\ௐIRUௐWKHௐGULYHUௐWHDP
Bid Number: RFP 030122 Vendor Name: Enterprise Fleet Management, Inc.
'HVFULEHௐLQௐGHWDLOௐWKHௐSURFHVVௐDQGௐ
SURFHGXUHௐRIௐ\RXUௐFXVWRPHUௐVHUYLFHௐ
SURJUDPௐLIௐDSSOLFDEOHௐௐ,QFOXGHௐ\RXUௐ
UHVSRQVHWLPHௐFDSDELOLWLHVௐDQGௐ
FRPPLWPHQWVௐDVௐZHOOௐDVௐDQ\ௐLQFHQWLYHVௐ
WKDWௐKHOSௐ\RXUௐSURYLGHUVௐPHHWௐ\RXUௐVWDWHGௐ
VHUYLFHௐJRDOVௐRUௐSURPLVHV
6HUYLFHௐ4XDOLW\ௐLQGH[ௐ
64L
ௐLVௐDQௐLQGXVWU\ௐOHDGLQJௐPHWULFௐWKDWௐLVௐFRUHௐWRௐ(QWHUSULVHௐ YDOXHV
(QWHUSULVHௐXVHVௐDௐ6HUYLFHௐ4XDOLW\ௐLQGH[ௐ
64L
ௐWRௐPHDVXUHௐFXVWRPHUௐVDWLVIDFWLRQௐIRUௐ
HDFKௐRIௐRXUௐEUDQGVௐ(64LௐHQDEOHVௐ(QWHUSULVHௐWRௐOLQNௐRXUௐHPSOR\HHV ௐFDUHHUௐDQGௐ
ILQDQFLDOௐDVSLUDWLRQVௐWRௐFRQVLVWHQWௐDQGௐVXSHULRUௐVHUYLFHௐOHYHOVௐZLWKௐHYHU\ௐFXVWRPHUௐ (64LௐLVௐRQHௐRIௐWKHௐPDQ\ௐZD\VௐLQௐZKLFKௐZHௐUHPLQGௐRXUVHOYHVௐWRௐSXWௐRXUௐFXVWRPHUV ௐ
QHHGVௐILUVWௐ:HௐDOVRௐXVHௐRXUௐFXVWRPHUௐVDWLVIDFWLRQௐGDWDௐWRௐPRQLWRUௐFKDQJLQJௐLQGXVWU\ௐ WUHQGVௐQHHGHGௐHQKDQFHPHQWVௐDQGௐORFDOௐVHUYLFHௐLVVXHVௐWRௐFRQWLQXDOO\ௐLPSURYHௐDQGௐ GLVWLQJXLVKௐRXUௐVHUYLFHௐIURPௐWKHௐFRPSHWLWLRQௐ7KHௐUHVXOWௐKDVௐEHHQௐPLOOLRQVௐRIௐVDWLVILHGௐ (QWHUSULVHௐFXVWRPHUVௐWKRXVDQGVௐRIௐVXFFHVVIXOௐHPSOR\HHVௐDQGௐDௐFRPSDQ\ௐWKDWௐ FRQWLQXHVௐWRௐJURZ
&XVWRPHUௐ6HUYLFHௐ3KLORVRSK\
2XUௐJRDOௐLVௐWRௐFUHDWHௐOLIHORQJௐUHODWLRQVKLSVௐZLWKௐDOOௐRXUௐ(QWHUSULVHௐFXVWRPHUVௐDQGௐWRௐ H[FHHGௐH[SHFWDWLRQVௐWKURXJKௐVXSHULRUௐFXVWRPHUௐVHUYLFHௐ2XUௐIRXQGLQJௐYDOXHVௐDUHௐRQHௐ RIௐWKHௐPDQ\ௐZD\VௐLQௐZKLFKௐZHௐUHPLQGௐRXUVHOYHVௐWRௐSXWௐRXUௐFXVWRPHUV ௐQHHGVௐILUVWௐ
7KHௐUHVXOWௐKDVௐEHHQௐPLOOLRQVௐRIௐVDWLVILHGௐ(QWHUSULVHௐFXVWRPHUVௐWKRXVDQGVௐRIௐ VXFFHVVIXOௐHPSOR\HHVௐDQGௐDௐFRPSDQ\ௐWKDWௐFRQWLQXHVௐWRௐJURZ )RXQGLQJௐ9DOXHV
2XUௐIRXQGLQJௐYDOXHVௐDUHௐDௐVLPSOHௐ\HWௐSRZHUIXOௐVHWௐRIௐEHOLHIVௐWKDWௐGULYHVௐXVௐDQGௐDUHௐ KRZௐZHௐKROGௐRXUVHOYHVௐDFFRXQWDEOHௐHYHU\ௐGD\ௐ2YHUௐWKHௐ\HDUVௐZHௐKDYHௐIRUPDOL]HGௐWKHௐ YDOXHVௐLQWRௐDௐVHWௐRIௐJXLGLQJௐSULQFLSOHVௐWKDWௐHYHU\ௐHPSOR\HHௐFDQௐXQGHUVWDQGௐDQGௐ
HPEUDFH
ௐ2XUௐEUDQGVௐDUHௐWKHௐPRVWௐYDOXDEOHௐWKLQJVௐZHௐRZQ
ௐ3HUVRQDOௐKRQHVW\ௐDQGௐLQWHJULW\ௐDUHௐWKHௐIRXQGDWLRQௐRIௐRXUௐVXFFHVV ௐ&XVWRPHUௐVHUYLFHௐLVௐRXUௐZD\ௐRIௐOLIH
ௐ2XUௐFRPSDQ\ௐLVௐDௐIXQௐDQGௐIULHQGO\ௐSODFHௐZKHUHௐWHDPZRUNௐUXOHV ௐ:HௐZRUNௐKDUG«DQGௐZHௐUHZDUGௐKDUGௐZRUN
ௐ*UHDWௐWKLQJVௐKDSSHQௐZKHQௐZHௐOLVWHQ«WRௐRXUௐFXVWRPHUVௐDQGௐWRௐHDFKௐRWKHU ௐ:HௐVWUHQJWKHQௐRXUௐFRPPXQLWLHVௐRQHௐQHLJKERUKRRGௐDWௐDௐWLPH ௐ2XUௐGRRUVௐDUHௐRSHQ
'HVFULEHௐ\RXUௐDELOLW\ௐDQGௐZLOOLQJQHVVௐWRௐ
SURYLGHௐ\RXUௐSURGXFWVௐDQGௐVHUYLFHVௐWRௐ
6RXUFHZHOOௐSDUWLFLSDWLQJௐHQWLWLHVௐLQௐWKHௐ
8QLWHGௐ6WDWHV
(QWHUSULVHௐ)OHHWௐ0DQDJHPHQWௐKDVௐௐRIILFHVௐDFURVVௐ1RUWKௐ$PHULFDௐVWDIIHGௐE\ௐPRUHௐ WKDQௐௐVDOHVௐSURIHVVLRQDOVௐ7KHVHௐVDOHVௐSURIHVVLRQDOVௐIDFLOLWDWHௐWKRXVDQGVௐRIௐ PHHWLQJVௐHDFKௐ\HDUௐZKHUHௐWKH\ௐDUHௐGHPRQVWUDWLQJௐKRZௐ(QWHUSULVHௐ)OHHWௐ 0DQDJHPHQW¶VௐSURJUDPVௐKHOSௐJRYHUQPHQWௐRUJDQL]DWLRQVௐ$VௐSDUWௐRIௐWKHVHௐ GHPRQVWUDWLRQVௐLWௐKDVௐEHFRPHௐHQJUDLQHGௐLQௐHDFKௐVDOHVSHUVRQௐWRௐSRVLWLRQௐRXUௐ 6RXUFHZHOOௐFRQWUDFWௐDVௐWKHௐEHVWௐZD\ௐWRௐLPSOHPHQWௐRXUௐIOHHWௐVWUDWHJLHVௐ7KH\ௐDUHௐ WUDLQHGௐWRௐௐUHFRPPHQGௐFRRSHUDWLYHௐSXUFKDVLQJௐFRQWUDFWVௐGXULQJௐWKHௐVDOHVௐSURFHVVௐDVௐ DௐPHDQVௐRIௐLPSURYLQJௐWKHௐFXVWRPHUௐH[SHULHQFHௐE\ௐUHGXFLQJௐXQQHFHVVDU\ௐIULFWLRQ
'HVFULEHௐ\RXUௐDELOLW\ௐDQGௐZLOOLQJQHVVௐWRௐ
SURYLGHௐ\RXUௐSURGXFWVௐDQGௐVHUYLFHVௐWRௐ
6RXUFHZHOOௐSDUWLFLSDWLQJௐHQWLWLHVௐLQௐ&DQDGD
(QWHUSULVHௐ)OHHWௐ0DQDJHPHQWௐLVௐDEOHௐWRௐSURYLGHௐRXUௐIXOOௐUDQJHௐRIௐVHUYLFHVௐWRௐ 6RXUFHZHOOௐPHPEHUௐDJHQFLHVௐLQௐ&DQDGDௐ:HௐFXUUHQWO\ௐRSHUDWHௐWKUHHௐWHDPVௐLQௐ &DQDGD
,GHQWLI\ௐDQ\ௐJHRJUDSKLFௐDUHDVௐRIௐWKHௐ8QLWHGௐ
6WDWHVௐRUௐ&DQDGDௐWKDWௐ\RXௐZLOOௐ127ௐEHௐ
IXOO\ௐVHUYLQJௐWKURXJKௐWKHௐSURSRVHGௐFRQWUDFW
(QWHUSULVHௐKDVௐDௐXQLTXHௐJHRJUDSKLFDOௐIRRWSULQWௐZLWKௐPRUHௐWKDQௐௐIOHHWௐPDQDJHPHQWௐ RIILFHVௐDQGௐPRUHௐWKDQௐௐUHQWDOௐORFDWLRQVௐWKDWௐZLOOௐZRUNௐZLWKௐPHPEHUVௐLQௐPRVWௐ JHRJUDSKLFௐDUHDVௐLQௐ1RUWKௐ$PHULFDௐWRௐSURYLGHௐVHUYLFHVௐRUௐILQGௐDௐVROXWLRQௐWKDWௐILWVௐWKHௐ QHHGVௐRIௐWKHௐPHPEHU
,GHQWLI\ௐDQ\ௐ6RXUFHZHOOௐSDUWLFLSDWLQJௐHQWLW\ௐ
VHFWRUVௐ
LHௐJRYHUQPHQWௐHGXFDWLRQௐQRWIRU
SURILW
ௐWKDWௐ\RXௐZLOOௐ127ௐEHௐIXOO\ௐVHUYLQJௐ
WKURXJKௐWKHௐSURSRVHGௐFRQWUDFWௐ([SODLQௐLQௐ
GHWDLOௐ)RUௐH[DPSOHௐGRHVௐ\RXUௐFRPSDQ\ௐ
KDYHௐRQO\ௐDௐUHJLRQDOௐSUHVHQFHௐRUௐGRௐRWKHUௐ
FRRSHUDWLYHௐSXUFKDVLQJௐFRQWUDFWVௐOLPLWௐ\RXUௐ
DELOLW\ௐWRௐSURPRWHௐDQRWKHUௐFRQWUDFW"
(QWHUSULVHௐ)OHHWௐ0DQDJHPHQWௐRSHUDWHVௐDௐQHWZRUNௐRIௐPRUHௐWKDQௐௐIXOO\ௐVWDIIHGௐ RIILFHVௐZKLFKௐPDQDJHVௐDௐIOHHWௐRIௐPRUHௐWKDQௐௐYHKLFOHVௐLQௐWKHௐ86ௐDQGௐ&DQDGDௐ (QWHUSULVHௐ)OHHWௐ0DQDJHPHQWௐSURYLGHVௐVHUYLFHVௐWRௐQHDUO\ௐௐSXEOLFௐDQGௐSULYDWHௐ VFKRROVௐFROOHJHVௐXQLYHUVLWLHVௐFLWLHVௐFRXQWLHVௐDQGௐRWKHUௐJRYHUQPHQWௐHQWLWLHVௐ QDWLRQZLGH
'HILQHௐDQ\ௐVSHFLILFௐFRQWUDFWௐUHTXLUHPHQWVௐ
RUௐUHVWULFWLRQVௐWKDWௐZRXOGௐDSSO\ௐWRௐRXUௐ
SDUWLFLSDWLQJௐHQWLWLHVௐLQௐ+DZDLLௐDQGௐ$ODVNDௐ
DQGௐLQௐ86ௐ7HUULWRULHV
(QWHUSULVHௐ)OHHWௐ0DQDJHPHQWௐFXUUHQWO\ௐKDVௐOHDVHௐYHKLFOHVௐLQௐ+DZDLLௐ$ODVNDௐDQGௐ 3XHUWRௐ5LFRௐDQGௐRSHUDWHௐLQௐDFFRUGDQFHௐZLWKௐORFDOௐODZVௐDQGௐVWDWXWHVௐௐ$OOௐYHKLFOHVௐLQௐ 3XHUWRௐ5LFRௐZRXOGௐKDYHௐGHDOHUௐVWRFNௐSULFLQJ
Bid Number: RFP 030122 Vendor Name: Enterprise Fleet Management, Inc.
7DEOH
0DUNHWLQJ3ODQ
/LQH
,WHP 4XHVWLRQ 5HVSRQVH
'HVFULEHௐ\RXUௐPDUNHWLQJௐVWUDWHJ\ௐIRUௐ
SURPRWLQJௐWKLVௐFRQWUDFWௐRSSRUWXQLW\ௐௐ
8SORDGௐUHSUHVHQWDWLYHௐVDPSOHVௐRIௐ\RXUௐ
PDUNHWLQJௐPDWHULDOVௐ
LIௐDSSOLFDEOH
ௐLQௐ
WKHௐGRFXPHQWௐXSORDGௐVHFWLRQௐRIௐ\RXUௐ
UHVSRQVH
(QWHUSULVHௐZLOOௐZRUNௐZLWKௐ6RXUFHZHOOௐWRௐGHYHORSௐDௐFXVWRPL]HGௐPDUNHWLQJௐVWUDWHJ\ௐWKDWௐ OHYHUDJHVௐRXUௐH[LVWLQJௐVDOHVௐWHDPVௐWKURXJKRXWௐ1RUWKௐ$PHULFDௐ%HFDXVHௐRIௐRXUௐFRPSDQ\¶Vௐ VL]HௐDQGௐLQIUDVWUXFWXUHௐZHௐFDQௐDOVRௐVFDOHௐXSௐWRௐPHHWௐKLJKHUௐGHPDQGௐDWௐDௐPRPHQW¶Vௐ QRWLFHௐ6RPHௐRIௐWKHௐPDUNHWLQJௐPHWKRGVௐZLOOௐLQFOXGH
ௐ$ௐPDUNHWLQJௐEDQQHUௐRQௐWKHௐ6RXUFHZHOOௐZHEVLWHௐDQQRXQFLQJௐWKHௐSDUWQHUVKLSௐDQGௐGHWDLOV ௐ7DUJHWLQJௐWKHௐODUJHVWௐPHPEHUVௐILUVWௐWRௐPD[LPL]HௐWKHௐLPSDFW ௐ/RFDOௐVDOHVௐWHDPVௐZLOOௐPHHWௐUHJXODUO\ௐZLWKௐFXUUHQWௐDQGௐSRWHQWLDOௐPHPEHUV ௐ'LUHFWPDLOௐFDPSDLJQௐZLWKௐFXVWRPL]HGௐIOLHUVௐIHDWXULQJௐSURJUDPௐLQIRUPDWLRQ
'HVFULEHௐ\RXUௐXVHௐRIௐWHFKQRORJ\ௐDQGௐ
GLJLWDOௐGDWDௐ
HJௐVRFLDOௐPHGLDௐ
PHWDGDWDௐXVDJH
ௐWRௐHQKDQFHௐ
PDUNHWLQJௐHIIHFWLYHQHVV
(QWHUSULVHௐ)OHHWௐ0DQDJHPHQWௐXVHVௐRXUௐFXVWRPHUௐZHEVLWHௐ
HIOHHWVFRP
ௐWRௐSURYLGHௐFRPSDQ\ௐ
LQIRUPDWLRQௐDQGௐUHFHLYHௐRQOLQHௐLQTXLULHVௐ,QௐWKHௐSDVWௐ(QWHUSULVHௐ)OHHWௐ0DQDJHPHQWௐKDVௐ LQYHVWHGௐLQௐDQGௐSDUWLFLSDWHGௐLQௐUHWDUJHWLQJௐDGYHUWLVLQJ ௐKRZHYHUௐWKLVௐLVௐDௐUDUHௐRFFXUUHQFHௐ
(QWHUSULVHௐSUHIHUVௐWRௐSDUWQHUௐZLWKௐWUXVWHGௐLQGXVWU\ௐOHDGHUVௐWRௐDGYHUWLVHௐDQGௐFRPPXQLFDWHௐWRௐ RXUௐQLFKHௐGHPRJUDSKLFௐ
(QWHUSULVHௐ)OHHWௐ0DQDJHPHQWௐXVHVௐ/LQNHG,QௐIRUௐUHFUXLWLQJௐSXUSRVHVௐDQGௐGRHVௐQRWௐSUHVHQWO\ௐ OHYHUDJHௐVRFLDOௐPHGLDௐDWௐDௐFRUSRUDWHௐOHYHOௐ:HௐXVHௐ6DOHVIRUFHFRPௐDQGௐWKHௐ3DUGRWௐHPDLOௐ SODWIRUPௐWRௐFRPPXQLFDWHௐZLWKௐFXVWRPHUVௐDQGௐSURVSHFWVௐWKDWௐKDYHௐRSWHGௐLQௐWRௐUHFHLYHௐ FRPPXQLFDWLRQV
,Qௐ\RXUௐYLHZௐZKDWௐLVௐ6RXUFHZHOO¶VௐUROHௐ
LQௐSURPRWLQJௐFRQWUDFWVௐDULVLQJௐRXWௐRIௐ
WKLVௐ5)3"ௐ+RZௐZLOOௐ\RXௐLQWHJUDWHௐDௐ
6RXUFHZHOODZDUGHGௐFRQWUDFWௐLQWRௐ\RXUௐ
VDOHVௐSURFHVV"
(QWHUSULVHௐ)OHHWௐ0DQDJHPHQWௐKDVௐௐIXOO\ௐVWDIIHGௐRIILFHVௐWKDWௐDUHௐWUDLQHGௐWRௐUHFRPPHQGௐ FRRSHUDWLYHௐSXUFKDVLQJௐFRQWUDFWVௐGXULQJௐWKHௐVDOHVௐSURFHVVௐZHௐSURYLGHௐLQௐGHSWKௐWUDLQLQJௐRQௐ KRZௐWKHVHௐFRQWUDFWVௐZRUNௐDQGௐWKHௐEHQHILWVௐRQௐXWLOL]LQJௐWKHPௐRYHUௐRWKHUௐGLOLJHQFHௐRSWLRQVௐௐ 2XUௐH[SHFWDWLRQௐIRUௐ6RXUFHZHOOௐZRXOGௐEHௐWRௐSURPRWHௐDQGௐVHQGௐDQ\ௐOHDGVௐWRௐRXUௐ PDQDJHPHQWௐWHDPௐDQGௐKHOSௐDQVZHUௐVSHFLILFௐTXHVWLRQVௐIURPௐWKHௐJRYHUQPHQWDOௐHQWLW\ௐ UHJDUGLQJௐXWLOL]LQJௐWKHௐFRQWUDFW
$UHௐ\RXUௐSURGXFWVௐRUௐVHUYLFHVௐ
DYDLODEOHௐWKURXJKௐDQௐHSURFXUHPHQWௐ
RUGHULQJௐSURFHVV"ௐ,IௐVRௐGHVFULEHௐ\RXUௐ
HSURFXUHPHQWௐV\VWHPௐDQGௐKRZௐ
JRYHUQPHQWDOௐDQGௐHGXFDWLRQDOௐ
FXVWRPHUVௐKDYHௐXVHGௐLW
2XUௐRUGHULQJௐDQGௐSURFXUHPHQWௐSURFHVVௐLVௐFXVWRPL]HGௐIRUௐHDFKௐLQGLYLGXDOௐPHPEHUௐEDVHGௐ RQௐWKHLUௐQHHGVௐ2XUௐGHGLFDWHGௐDFFRXQWௐWHDPVௐZLOOௐPHHWௐZLWKௐHDFKௐLQGLYLGXDOௐPHPEHUௐWRௐ GHWHUPLQHௐZKDWௐSURGXFWVௐDQGௐVHUYLFHVௐDUHௐQHHGHGௐWRௐFUHDWHௐDௐPHQXௐSULFHௐRIௐYHKLFOHVௐWKDWௐ WKHௐPHPEHUௐFDQௐXWLOL]HௐIRUௐRUGHULQJௐ$IWHUௐWKHௐVHOHFWLRQVௐDUHௐPDGHௐWKHௐPHPEHUௐZLOOௐ UHFHLYHௐDௐTXRWHௐIRUௐHDFKௐYHKLFOHௐWRௐEHௐDSSURYHGௐE\ௐWKHௐDXWKRUL]HGௐVLJQHU
7DEOH
9DOXH$GGHG$WWULEXWHV
/LQH
,WHP 4XHVWLRQ 5HVSRQVH
'HVFULEHௐDQ\ௐSURGXFWௐHTXLSPHQWௐ
PDLQWHQDQFHௐRUௐRSHUDWRUௐWUDLQLQJௐ
SURJUDPVௐWKDWௐ\RXௐRIIHUௐWRௐ
6RXUFHZHOOௐSDUWLFLSDWLQJௐHQWLWLHVௐ
,QFOXGHௐGHWDLOVௐVXFKௐDVௐZKHWKHUௐ
WUDLQLQJௐLVௐVWDQGDUGௐRUௐRSWLRQDOௐ
ZKRௐSURYLGHVௐWUDLQLQJௐDQGௐDQ\ௐ
FRVWVௐWKDWௐDSSO\
<RXUௐDFFRXQWௐWHDPௐZLOOௐPDQDJHௐSURYLGHௐDQGௐKRVWௐDOOௐGULYHUௐWUDLQLQJௐDQGௐLPSOHPHQWDWLRQௐ VHUYLFHVௐLQFOXGLQJௐZHELQDUVௐFRQIHUHQFHௐFDOOVௐSULQWHGௐPDWHULDOVௐRQOLQHௐYLGHRVௐHWFௐ:HௐFDQௐ SURYLGHௐDௐZLGHௐUDQJHௐRIௐUHVRXUFHVௐDQGௐHIILFLHQWௐZD\VௐWRௐLPSOHPHQWௐWKHVHௐSURJUDPVௐWRௐ HQVXUHௐDௐJUHDWௐIRXQGDWLRQௐIRUௐDௐORQJWHUPௐSDUWQHUVKLSௐ7KLVௐORFDOௐWHDPௐZLOOௐWDNHௐFRPSOHWHௐ RZQHUVKLSௐRIௐWKHVHௐSURFHVVHVௐDQGௐWDNHௐRQௐDOOௐDVSHFWVௐRIௐPDQDJLQJௐWKHௐWUDQVLWLRQௐDQGௐ WUDLQLQJௐ:HௐZLOOௐUHYLHZௐDOOௐRIௐWKHௐRSWLRQVௐZLWKௐ\RXௐDQGௐVHWௐRXWௐDௐFOHDUௐSODQௐWRௐPHHWௐ\RXUௐ QHHGVௐDQGௐPDNHௐWKLVௐSURFHVVௐDVௐHDV\ௐDVௐSRVVLEOHௐIRUௐ\RXUௐFRPSDQ\ 7KLVௐZLOOௐEHௐFXVWRPL]HGௐWRௐ6RXUFHZHOOௐDQGௐ\RXUௐGULYHUV¶ௐXQLTXHௐQHHGVௐDQGௐWKHUHௐDUHௐQRௐ DGGLWLRQDOௐFRVWVௐIRUௐLPSOHPHQWDWLRQௐDQGௐWUDQVLWLRQௐVHUYLFHVௐDVௐWKLVௐLVௐVWDQGDUGௐDQGௐLQFOXGHGௐ LQௐRXUௐVHUYLFHௐRIIHULQJ
Bid Number: RFP 030122 Vendor Name: Enterprise Fleet Management, Inc.
'HVFULEHௐDQ\ௐWHFKQRORJLFDOௐ
DGYDQFHVௐWKDWௐ\RXUௐSURSRVHGௐ
SURGXFWVௐRUௐVHUYLFHVௐRIIHU
(QWHUSULVHௐ)OHHWௐ0DQDJHPHQWௐXVHVௐDௐFRPELQDWLRQௐRIௐRQOLQHௐWRROVௐWHFKQRORJLHVௐDQGௐ DXWRPDWHGௐSURFHVVHVௐWRௐJLYHௐRXUௐFXVWRPHUVௐFRPSOHWHௐRYHUVLJKWௐRIௐWKHLUௐIOHHWVௐORZHUௐRYHUDOOௐ FRVWVௐDQGௐSURYLGHௐFRQYHQLHQFHௐIRUௐGULYHUVௐDQGௐDGPLQLVWUDWRUVௐ7KHVHௐUHVRXUFHVௐFRPSOHPHQWௐ RXUௐORFDOௐDFFRXQWௐPDQDJHPHQWௐWHDPVௐDQGௐDOORZௐXVௐWRௐVXSSOHPHQWௐORFDOௐVXSSRUWௐZLWKௐVHOI VHUYLFHௐFDSDELOLWLHVௐ2XUௐ,7ௐWHDPVௐDUHௐFRQWLQXDOO\ௐXSGDWLQJௐDQGௐHQKDQFLQJௐRXUௐV\VWHPVௐDQGௐ WHFKQRORJLHVௐWRௐSURYLGHௐQHZௐIHDWXUHVௐDQGௐWRROVௐWKDWௐRXUௐFXVWRPHUVௐDVNௐIRU &XVWRPHUௐ:HEVLWHௐ±ௐ&RPSOHWHௐRYHUVLJKWௐRQௐHQWLUHௐIOHHWௐDQGௐLQGLYLGXDOௐYHKLFOHV ௐ&XVWRPL]DEOHௐGDVKERDUGVௐVKRZௐJUDSKVௐGDWDௐDQGௐDQDO\VLVௐWKDWௐLVௐPRVWௐLPSRUWDQWௐWRௐ\RX ௐ5HSRUWLQJௐFRYHULQJௐHQWLUHௐIOHHWௐZLWKௐGULOOGRZQௐFDSDELOLW\ௐWRௐLQGLYLGXDOௐYHKLFOHV ௐ&XVWRPௐDXWRPDWLFௐDOHUWVௐIRUௐPDLQWHQDQFHௐELOOLQJௐUHJLVWUDWLRQVௐUHQHZDOVௐUHFDOOVௐHWF ௐ/LIHWRGDWHௐPDLQWHQDQFHௐGDWDௐDQGௐFRPSOHWHௐYHKLFOHௐKLVWRU\ௐIRUௐHDFKௐYHKLFOH $QQXDOௐ&OLHQWௐ5HYLHZௐ±ௐ,GHQWLI\ௐDQGௐORZHUௐFRVWV
ௐ:HEEDVHGௐVROXWLRQௐIRUௐ\HDURYHU\HDUௐIOHHWௐDQDO\VLVௐOHGௐE\ௐORFDOௐ(QWHUSULVHௐWHDP ௐ$QDO\]HௐDOOௐIOHHWௐFRVWVௐLQFOXGLQJௐPDLQWHQDQFHௐIXHOௐLQVXUDQFHௐGHSUHFLDWLRQௐHWF ௐ'RFXPHQWௐJRDOVௐWRௐGHYHORSௐWKHௐEHVWௐSRVVLEOHௐIOHHWௐF\FOLQJௐSODQௐDQGௐORZHUௐFRVWV )OHHWௐ3ODQQLQJௐ7RRONLWௐ±ௐ7KHௐULJKWௐYHKLFOHVௐDWௐWKHௐULJKWௐFRVW ௐ9HKLFOHௐVHOHFWRUௐDOORZVௐ(QWHUSULVHௐWRௐFRPSDUHௐXSௐWRௐVL[ௐYHKLFOHVௐVLGHE\VLGH ௐ,QWHJUDWHௐDOOௐFRVWVௐIRUௐDௐWRWDOௐFRVWௐDQDO\VLV
ௐ'HWHUPLQHௐWKHௐEHVWௐWLPHௐWRௐUHSODFHௐ\RXUௐYHKLFOHV
$XWRௐ,QWHJUDWHௐ±ௐ0LQLPL]HௐGRZQWLPH
ௐ:HEEDVHGௐUHSDLUௐDQGௐPDLQWHQDQFHௐDXWKRUL]DWLRQௐSODWIRUPௐWRௐUHGXFHௐGRZQWLPH ௐ,QWHJUDWLRQௐZLWKௐPRVWௐQDWLRQDOௐDFFRXQWௐSDUWQHUVௐIRUௐIDVWHUௐDSSURYDOV ௐ3DUWQHUHGௐZLWKௐPRUHௐWKDQௐௐPDLQWHQDQFHௐDQGௐUHSDLUௐVKRSVௐWRௐHOLPLQDWHௐELOOLQJௐLVVXHV ௐ5HDOWLPHௐPDLQWHQDQFHௐXSGDWHV
ௐ$FFHVVௐWRௐPRUHௐWKDQௐௐ$6(FHUWLILHGௐWHFKQLFLDQVௐHPSOR\HGௐE\ௐ(QWHUSULVH 0RELOHௐ$SSௐ±ௐ&RQYHQLHQFHௐIRUௐGULYHUV
ௐ)XHOௐVWDWLRQௐDQGௐPDLQWHQDQFHௐVKRSௐORFDWRU
ௐ&OLFNWRFDOOௐURDGVLGHௐDVVLVWDQFH
ௐ$FFLGHQWௐUHSRUWLQJௐ
LQFOXGLQJௐSKRWRV
ௐ5HFHLYHௐDOHUWV
ௐ(QWHUௐDQGௐWUDFNௐPLOHDJH
ௐ9LHZௐRUGHUௐVWDWXVௐRIௐSXUFKDVHGௐYHKLFOHV
ௐ9LHZௐPDLQWHQDQFHௐFDUGV
ௐ&KHFNLQௐDQGௐFKHFNRXWௐIRUௐYHKLFOHVௐZLWKௐPXOWLSOHௐGULYHUV ௐ(GLWௐLQFRUUHFWௐPLOHDJHௐHQWULHV
'HVFULEHௐDQ\ௐ³JUHHQ´ௐLQLWLDWLYHVௐ
WKDWௐUHODWHௐWRௐ\RXUௐFRPSDQ\ௐRUௐWRௐ
\RXUௐSURGXFWVௐRUௐVHUYLFHVௐDQGௐ
LQFOXGHௐDௐOLVWௐRIௐWKHௐFHUWLI\LQJௐ
DJHQF\ௐIRUௐHDFK
(QWHUSULVHௐ)OHHWௐ0DQDJHPHQWௐQRWௐRQO\ௐWDNHVௐDௐVXVWDLQDEOHௐDSSURDFKௐWRௐLWVௐEXVLQHVVௐEXWௐLWௐ DOLJQVௐZLWKௐWKHௐVXVWDLQDEOHௐJRDOVௐRIௐLWVௐSDUWQHUௐFRPSDQLHVௐDJHQFLHVௐDQGௐRUJDQL]DWLRQVௐ 6RPHௐRIௐWKHVHௐFRPELQHGௐHIIRUWVௐDUHௐDVௐIROORZV
9HKLFOHௐ&\FOLQJ)OHHWௐ2SWLPL]DWLRQௐ
0DQDJLQJௐYHKLFOHௐHPLVVLRQVௐFDQௐUHSUHVHQWௐDௐNH\ௐFRPSRQHQWௐRIௐFXVWRPHUV¶ௐHQYLURQPHQWDOௐ FRPPLWPHQWௐDQGௗFRUSRUDWHௐVRFLDOௐUHVSRQVLELOLW\ௗHIIRUWVௐEXWௐFRPSDQLHVௐFDQௐRQO\ௐPDQDJHௐZKDWௐ WKH\ௐFDQௐPHDVXUHௐ,WௐLVௐWKHௐIXQGDPHQWDOௐSULQFLSOHௐRIௐIOHHWௐRSWLPL]DWLRQௐ²ௐJHWWLQJௐDOOௐWKHௐGDWDௐ QHHGHGௐWRௐPDNHௐVPDUWௐGHFLVLRQVௐDERXWௐYHKLFOHௐF\FOLQJௐ
,QௐDGGLWLRQௐWRௐWKHௐWUDGLWLRQDOௐYHKLFOHௐHPLVVLRQௐFRQVLVWLQJௐRIௐDFTXLVLWLRQௐFRVWௐPDLQWHQDQFHௐ H[SHQVHVௐDQGௐUHVLGXDOௐYDOXHௐRXUௐWHDPௐSURYLGHVௐDGGLWLRQDOௐGDWDௐSRLQWV (QWHUSULVHௐ)OHHWௐ0DQDJHPHQWௐFDQௐKHOSௐDGGௐDௐFRPSUHKHQVLYHௐHQYLURQPHQWDOௐGLPHQVLRQௐ WRௗYHKLFOHF\FOLQJௐGHFLVLRQVௐZKLFKௐLQFOXGHVௐIOHHWௐHPLVVLRQVௐIXHOௐHIILFLHQF\ௐDQGௐGLUHFWௐDQGௐ LQGLUHFWௐUHPHGLDWLRQௐFRVWVௐ
&DUERQௐ5HSRUWLQJௐDQGௐ2IIVHWVௐ
&RPPHUFLDOௐRSHUDWLRQVௐPD\ௐKDYHௐOLPLWHGௐRSWLRQVௐIRUௐUHGXFLQJௐWKHௐHQYLURQPHQWDOௐLPSDFWௐRIௐ WKHLUௐIOHHWௐ(QWHUSULVHௐ)OHHWௐ0DQDJHPHQWௐFDQௐVLPSOLI\ௐWKHௐEHQFKPDUNLQJௐSURFHVVௐDQGௐRIIHUௐDௐ WDLORUHGௐDFFXUDWHௐUHSRUWௐRQௐYHKLFOHௐHPLVVLRQVௐ7KLVௐGDWDௐFDQௐWKHQௐEHௐXVHGௐWRௐLQIOXHQFHௐIOHHWௐ PDQDJHPHQWௐFKRLFHVௐVXFKௐDVௐYHKLFOHௐVHOHFWLRQௐDQGௐUHSODFHPHQWௐRUௐWKHௐGHFLVLRQௐWRௐ SDUWLFLSDWHௐLQௐDௐFDUERQௐRIIVHWௐSURJUDPௐ
9HULILHGௗFDUERQௐRIIVHWVௗFDQௐSURYLGHௐDQௐDSSHDOLQJௐRSWLRQௐIRUௐIOHHWௐRSHUDWRUVௐZKRௐZRXOGௐ RWKHUZLVHௐKDYHௐIHZௐSUDFWLFDOௐZD\VௐWRௐUHGXFHௐWKHௐLPSDFWௐRIௐWKHLUௐYHKLFOHௐHPLVVLRQVௐ,Qௐ HVVHQFHௐWKHVHௐRIIVHWVௐDUHௐFRQWUDFWVௐWRௐLQYHVWௐLQௐSURMHFWVௐDQGௐWHFKQRORJLHVௐWKDWௐUHPRYHௐ FDUERQௐGLR[LGHௐIURPௐWKHௐDWPRVSKHUHௐ(QWHUSULVHௐ)OHHWௐ0DQDJHPHQWௐFDQௐKHOSௐ\RXௐSXUFKDVHௐ WKHVHௐRIIVHWVௐWKURXJKௐDௐWUXVWHGௐWKLUGSDUW\ௐSDUWQHUௐ7HUUD3DVV 7HUUD3DVVௐLQYHVWVௐLQௐDOWHUQDWLYHHQHUJ\ௐSURMHFWVௐWRௐUHPRYHௐKDUPIXOௐJUHHQKRXVHௐJDVHVௐIURPௐ WKH DWPRVSKHUH (QWHUSULVH )OHHW 0DQDJHPHQW ² WKURXJK WKH (QWHUSULVH +ROGLQJV Bid Number: RFP 030122 Vendor Name: Enterprise Fleet Management, Inc.
)RXQGDWLRQ RXU SKLODQWKURSLF DUP ² ZLOO DOVR PDWFK D SRUWLRQ RI HDFK FXVWRPHU¶V JUHHQKRXVHௐJDVௐRIIVHWௐSXUFKDVHௐ
(QHUJ\ௐDQGௐ)DFLOLWLHVௐ0DQDJHPHQWௐ
(QWHUSULVHௐ)OHHWௐ0DQDJHPHQW¶VௐFRUSRUDWHௐRIILFHௐLQௐ6Wௐ/RXLVௐUHFHLYHGௗ/(('ௐ*ROGௐ &HUWLILFDWLRQௗIURPௐWKHௐ86ௐ*UHHQௐ%XLOGLQJௐ&RXQFLO¶VௐJUHHQௐEXLOGLQJௐUDWLQJௐSURJUDPௐ²ௐWKHௐ VHFRQGKLJKHVWௐ/(('ௐFHUWLILFDWLRQௐDYDLODEOHௐ
7KHௐEXLOGLQJௐZDVௐFHUWLILHGௐLQௐSDUWௐIRU
ௐ
ௐEHLQJௐEXLOWௐRQௐSUHYLRXVO\ௐGHYHORSHGௐODQGௐWRௐUHGXFHௐWKHௐLPSDFWௐRQௐYLUJLQௐJURXQGௐ ௐLQVWDOOLQJௐORZIORZௐIL[WXUHVௐWKDWௐUHGXFHௐWKHௐEXLOGLQJ¶VௐZDWHUௐXVHௐE\ௐௐSHUFHQWௐ ௐXVLQJௐ/('ௐOLJKWLQJௐIL[WXUHVௐWKDWௐUHGXFHௐWKHௐHOHFWULFLW\ௐXVHGௐIRUௐOLJKWLQJௐE\ௐௐSHUFHQWௐ ௐUHF\FOLQJௐDQGௐUHSXUSRVLQJௐ
ௐSHUFHQWௐRIௐFRQVWUXFWLRQௐZDVWHௐZKLFKௐUHGXFHVௐWKHௐDPRXQWௐRIௐ PDWHULDOௐVHQWௐWRௐODQGILOOVௐ
&RUSRUDWHௐ6RFLDOௐ5HVSRQVLELOLW\ௐ3ROLF\ௐ
2ZQHGௐE\ௐWKHௐ7D\ORUௐIDPLO\ௐRIௐ6Wௐ/RXLVௐ(QWHUSULVHௐ)OHHWௐ0DQDJHPHQWௐLVௐDQௐDIILOLDWHௐRIௐ (QWHUSULVHௐ+ROGLQJVௐWKHௐODUJHVWௐFDUௐUHQWDOௐFRPSDQ\ௐLQௐWKHௐZRUOGௐ)URPௐRXUௐH[HFXWLYHௐVXLWHௐ WRௐRXUௐEUDQFKௐORFDWLRQVௐZHௐNQRZௐWKDWௐKHDOWK\ௐDQGௐSURVSHURXVௐFRPPXQLWLHVௐDUHௐWKHௐOLIHEORRGௐ RIௐRXUௐEXVLQHVVௐ7KDWௐLVௐZK\ௐ(QWHUSULVHௐ+ROGLQJVௐDQGௐ(QWHUSULVHௐ)OHHWௐ0DQDJHPHQWௐDUHௐ FRPPLWWHGௐWRௐSURPRWLQJௐORQJWHUPௐFRPPXQLW\ௐJURZWKௐDQGௐSURVSHULW\ௐ²ௐWKURXJKௐRXUௐHFRQRPLFௐ LPSDFWௐDQGௐHPSOR\PHQWௐORFDOௐIRXQGDWLRQௐJUDQWVௐJOREDOௐSKLODQWKURSLFௐLQLWLDWLYHVௐFRUSRUDWHௐ VXVWDLQDELOLW\ௐDQGௐRIௐFRXUVHௐVXVWDLQDEOHௐWUDQVSRUWDWLRQௐRSWLRQVௐ :HௐEHOLHYHௐWKDWௐVWURQJௐEXVLQHVVௐJURZWKௐLVௐEXLOWௐRQௐSXWWLQJௐWKHௐQHHGVௐRIௐFXVWRPHUVௐWKHௐ JURZWKௐRIௐHPSOR\HHVௐDQGௐWKHௐKHDOWKௐRIௐORFDOௐFRPPXQLWLHVௐILUVWௐ7KURXJKௐRXUௐJOREDOௐ &RUSRUDWHௐ6RFLDOௐ5HVSRQVLELOLW\ௐ
&65
ௐHIIRUWVௐZHௐDUHௐLQYHVWLQJௐLQௐPDNLQJௐRXUௐEXVLQHVVௐDQGௐ
RXUௐZRUOGௐDௐEHWWHUௐSODFHௐWKURXJKௐLQLWLDWLYHVௐWKDW
ௐ
ௐSURPRWHௐWKHௐYLDELOLW\ௐRIௐPRELOLW\ௐDQGௐDOWHUQDWLYHௐIXHOVௐ ௐLQFUHDVHௐDFFHVVௐWRௐIXHOHIILFLHQWௐYHKLFOHVௐ
ௐLPSURYHௐWKHௐUHVRXUFHௐHIILFLHQF\ௐRIௐRXUௐRSHUDWLRQVௐ
ௐPLQLPL]HௐZDVWHௐWKURXJKRXWௐWKHௐOLIHF\FOHௐRIௐRXUௐYHKLFOHVௐ ௐPLQLPL]HௐWKHௐLPSDFWௐRIௐYHKLFOHௐOHDVLQJௐDQGௐUHQWDOௐE\ௐRIIHULQJௐFDUERQௐRIIVHWVௐWKDWௐVXSSRUWௐ UHQHZDEOHௐHQHUJ\ௐSURMHFWVௐ
ௐVXSSRUWௐFDXVHVௐWKDWௐLPSURYHௐWKHௐTXDOLW\ௐRIௐOLIHௐLQௐORFDOௐFRPPXQLWLHVௐ ௐHQKDQFHௐUHOLHIௐHIIRUWVௐLQௐWKHௐZDNHௐRIௐQDWXUDOௐGLVDVWHUVௐ ,QௐDGGLWLRQௐWRௐWKHVHௐHIIRUWVௐDௐUREXVWௐVHWௐRIௐSROLFLHVௐDQGௐDௐ&65ௐ*RYHUQDQFHௐ&RXQFLOௐJXLGHௐ RXUௐDSSURDFKௐWRௐVXVWDLQDEOHௐEXVLQHVVௐPDQDJHPHQWௐ7KHௐPRVWௐLPSRUWDQWௐRIௐWKHVHௐSROLFLHVௐ DQGௐSURJUDPVௐDUHௐVXPPDUL]HGௐEHORZ
ௐ
ௐ&DUERQௐ2IIVHWVௐ
ௐ'XW\ௐRIௐ&DUHௐ
ௐ6XSSOLHUௐ&RGHௐRIௐ&RQGXFWௐ
ௐ+XPDQௐ5LJKWVௐ
ௐ6DIHW\ௐ5HFDOOVௐ
ௐ:RUNSODFHௐ(WKLFVௐ
ௐ(PSOR\PHQWௐDQGௐ(TXDOௐ2SSRUWXQLW\ௐ
ௐ)RXQGLQJௐ9DOXHVௐ
ௐ3ULYDF\ௐDQGௐ6DIHௐ+DUERUௐ
ௐ6XEVLGLDULHVௐDQGௐ)UDQFKLVHHVௐ
6XVWDLQDEOHௐ0DLQWHQDQFHௐ3URJUDPVௐ
:KHQௐLWௐFRPHVௐWRௐVXVWDLQDEOHௐWUDQVSRUWDWLRQௐRXUௐDSSURDFKௐLVௐTXLWHௐVLPSOHௐ²ௐOLWWOHௐWKLQJVௐ FDQௐPDNHௐDௐELJௐGLIIHUHQFHௐ$VௐDௐUHVXOWௐFRUSRUDWHௐVXVWDLQDELOLW\ௐLVௐDQௐRQJRLQJௐSXUVXLWௐWRௐ VKULQNௐRXUௐLPSDFWௐ
)RUௐH[DPSOHௐZHௐUHF\FOHௐUHSXUSRVHௐDQGௐUHGXFHௐPDWHULDOVௐZKHUHYHUௐSRVVLEOHௐ2XUௐWKRURXJKௐ YHKLFOHௐPDLQWHQDQFHௐSURJUDPௐDOVRௐKHOSVௐORZHUௐFRVWVௐGLYHUWௐZDVWHௐIURPௐODQGILOOVௐDQGௐUHGXFHௐ UHOLDQFHௐRQௐQRQUHF\FOHGௐPDWHULDOVௐ
2XUௐFRPPLWPHQWௐWRௐVXVWDLQDELOLW\ௐLVௐEDVHGௐRQௐERWKௐDௐFRPSUHKHQVLYHௐXQGHUVWDQGLQJௐRIௐFULWLFDOௐ GHWDLOVௐDVௐZHOOௐDVௐWKHௐORQJWHUPௐSLFWXUHௐRIௐVXFFHVVௐ5HGXFLQJௐRXUௐHQYLURQPHQWDOௐLPSDFWௐLVௐ XOWLPDWHO\ௐDERXWௐPDNLQJௐUHVSRQVLEOHௐFKRLFHVௐDQGௐIROORZLQJௐVXVWDLQDEOHௐEXVLQHVVௐSUDFWLFHV ௐ
ௐ0DQDJLQJௐ0DWHULDOVௐ5HVSRQVLEO\ௐ
ௐ5HF\FOLQJௐ:LQGVKLHOGVௐ
ௐ3ULRULWL]LQJௐ)XHOௐ(IILFLHQF\ௐ
ௐ5HQHZLQJௐ/LFHQVHௐ3ODWHVௐ
ௐ8VLQJௐ:DWHU%DVHGௐ3DLQWVௐ
ௐ5H5HILQLQJௐ2LOௐDQGௐ5HF\FOLQJௐ)LOWHUVௐ
5HSXUSRVLQJௐ7LUHV
Bid Number: RFP 030122 Vendor Name: Enterprise Fleet Management, Inc.
,GHQWLI\ௐDQ\ௐWKLUGSDUW\ௐLVVXHGௐHFR
ODEHOVௐUDWLQJVௐRUௐFHUWLILFDWLRQVௐWKDWௐ
\RXUௐFRPSDQ\ௐKDVௐUHFHLYHGௐIRUௐ
WKHௐHTXLSPHQWௐRUௐSURGXFWVௐ
LQFOXGHGௐLQௐ\RXUௐ3URSRVDOௐUHODWHGௐ
WRௐHQHUJ\ௐHIILFLHQF\ௐRUௐ
FRQVHUYDWLRQௐOLIHF\FOHௐGHVLJQௐ
FUDGOHWRFUDGOH
ௐRUௐRWKHUௐ
JUHHQVXVWDLQDELOLW\ௐIDFWRUV
1$
'HVFULEHௐDQ\ௐ:RPHQௐRUௐ0LQRULW\ௐ
%XVLQHVVௐ(QWLW\ௐ
:0%(
ௐ6PDOOௐ
%XVLQHVVௐ(QWLW\ௐ
6%(
ௐRUௐYHWHUDQௐ
RZQHGௐEXVLQHVVௐFHUWLILFDWLRQVௐWKDWௐ
\RXUௐFRPSDQ\ௐRUௐKXEௐSDUWQHUVௐ
KDYHௐREWDLQHGௐ8SORDGௐ
GRFXPHQWDWLRQௐRIௐFHUWLILFDWLRQௐ
DVௐ
DSSOLFDEOH
ௐLQௐWKHௐGRFXPHQWௐ
XSORDGௐVHFWLRQௐRIௐ\RXUௐUHVSRQVH
:KLOHௐ(QWHUSULVHௐ)OHHWௐ0DQDJHPHQWௐGRHVௐQRWௐTXDOLI\ௐDVௐDௐPLQRULW\ௐRUௐZRPDQRZQHGௐ EXVLQHVVௐRXUௐFRPSDQ\ௐKDVௐDௐ6XSSOLHUௐ'LYHUVLW\ௐSURJUDPௐZKLFKௐLVௐDௐVWUDWHJLFௐLQLWLDWLYHௐWRௐ JURZௐRXUௐEXVLQHVVௐE\ௐXWLOL]LQJௐVXFKௐEXVLQHVVHVௐ3XUFKDVLQJௐJRRGVௐDQGௐVHUYLFHVௐIURPௐ EXVLQHVVHVௐWKDWௐDUHௐFODVVLILHGௐDVௐVPDOOௐPLQRULW\RZQHGௐZRPDQRZQHGௐDQGௐRWKHUௐQDWLRQDOO\ௐ RUௐIHGHUDOO\ௐUHFRJQL]HGௐGHVLJQDWLRQVௐVROLGLILHVௐ(QWHUSULVHௐDVௐDௐUHVSRQVLEOHௐFRUSRUDWLRQௐDQGௐDௐ GULYHUௐRIௐHFRQRPLFௐJURZWK
*RRGௐ)DLWKௐ3ODQ
2XUௐFRPPLWPHQWௐWRௐWKHௐSULQFLSOHVௐRIௐHTXDOௐHPSOR\PHQWௐRSSRUWXQLW\ௐ ((2
ௐDQGௐDIILUPDWLYHௐ
DFWLRQௐ
$$
ௐLVௐFRPPXQLFDWHGௐLQௐRXUௐHPSOR\HHௐKDQGERRNௐSRVWHGௐLQௐDOOௐEUDQFKௐRIILFHVௐ FRPSDQ\ZLGHௐDQGௐLQWHJUDWHGௐLQௐRXUௐPDQGDWRU\ௐFRPSDQ\ZLGHௐGLYHUVLW\ௐWUDLQLQJௐ 6PDOOௐ%XVLQHVVௐ(QWHUSULVHௐ
6%(
ௐ ௐ0LQRULW\ௐDQGௐ:RPHQௐ%XVLQHVVௐ(QWHUSULVHௐ
0:%(
ௐ
ௐ,GHQWLI\ௐRSSRUWXQLWLHVௐIRUௐ6%(0:%(ௐFHUWLILHGௐYHQGRUVௐWRௐSURYLGHௐJRRGVௐDQGௐVHUYLFHVௐ ௐ6HQGௐOHWWHUVௐWRௐLQWHUHVWHGௐ6%(0:%(ௐYHQGRUVௐHQFRXUDJLQJௐWKHPௐWRௐFRQWDFWௐXVௐZLWKௐ SURSRVDOVௐLQௐUHJDUGௐWRௐSURYLGLQJௐJRRGVௐDQGௐVHUYLFHVௐDQGௐNHHSௐDௐORJௐRIௐDOOௐOHWWHUVௐFRQWDFWVௐ UHVSRQVHVௐDQGௐQRQUHVSRQVHVௐ
ௐ(QFRXUDJHௐRWKHUௐYHQGRUVௐZKRௐPD\ௐEHௐHOLJLEOHௐWRௐDSSO\ௐIRUௐFHUWLILFDWLRQௐDQGௐDVVLVWௐHDFKௐ 6%(0:%(ௐFRQWDFWHGௐWKDWௐQHHGVௐDVVLVWDQFHௐLQௐREWDLQLQJௐERQGLQJௐOLQHVௐRIௐFUHGLWௐRUௐ LQVXUDQFHௐDVௐUHTXLUHGௐ
ௐ1HJRWLDWHௐLQௐJRRGௐIDLWKௐZLWKௐLQWHUHVWHGௐ6%(0:%(ௐ&HUWLILHGௐ9HQGRUVௐ ௐ-RLQௐDQGௐVXSSRUWௐORFDOௐDQGௐQDWLRQDOௐPLQRULW\ௐZRPHQௐDQGௐVPDOOௐEXVLQHVVௐRUJDQL]DWLRQVௐ ௐ$GYHUWLVHௐLQௐORFDOௐDQGௐQDWLRQDOௐ'%(IRFXVHGௐSXEOLFDWLRQVௐIRUௐYHQGRUVௐWKDWௐFDQௐSURYLGHௐ QHHGHGௐJRRGVௐDQGௐVHUYLFHVௐ
ௐ(QFRXUDJHௐGULYHUVௐWRௐXWLOL]Hௐ'%(ௐ ௐ0:%(ௐYHQGRUVௐIRUௐPDLQWHQDQFHௐDQGௐUHSDLUௐEDVHGௐRQௐ HDFKௐFRPSDQ\¶VௐQHHGVௐ
ௐ,QௐDGGLWLRQௐ(QWHUSULVHௐDQGௐ1DWLRQDOௐDUHௐDOVRௐPHPEHUVௐRIௐQXPHURXVௐORFDOௐSURJUDPVௐ LQFOXGLQJௐ106'&ௐDIILOLDWHVௐHWKQLFௐFKDPEHUVௐ1$:%2ௐFKDSWHUVௐ:%(1&ௐUHJLRQDOௐFKDSWHUVௐ 8UEDQௐ/HDJXHVௐHWF
:KDWௐXQLTXHௐDWWULEXWHVௐGRHVௐ\RXUௐ
FRPSDQ\ௐ\RXUௐSURGXFWVௐRUௐ\RXUௐ
VHUYLFHVௐRIIHUௐWRௐ6RXUFHZHOOௐ
SDUWLFLSDWLQJௐHQWLWLHV"ௐ:KDWௐPDNHVௐ
\RXUௐSURSRVHGௐVROXWLRQVௐXQLTXHௐLQௐ
\RXUௐLQGXVWU\ௐDVௐLWௐDSSOLHVௐWRௐ
6RXUFHZHOOௐSDUWLFLSDWLQJௐHQWLWLHV"
$Wௐ(QWHUSULVHௐ)OHHWௐ0DQDJHPHQWௐZHௐEHOLHYHௐWKHௐIROORZLQJௐDUHௐGLIIHUHQWLDWLQJௐIDFWRUVௐWKDWௐ GLVWLQJXLVKௐXVௐIURPௐWKHௐFRPSHWLWLRQ
ௐ)OHHWௐ([SHUWLVH([SHULHQFH
ௐ%HFDXVHௐZHௐRZQௐDQGௐRSHUDWHௐௐPLOOLRQௐXQLWVௐZRUOGZLGHௐ WRJHWKHUௐZLWKௐDIILOLDWHௐ(QWHUSULVHௐ+ROGLQJVௐZHௐDUHௐNHHQO\ௐDZDUHௐRIௐLQGXVWU\ௐWUHQGVௐUHFDOOVௐ YHKLFOHௐYDOXHVௐQHZௐPRGHOௐHQKDQFHPHQWVௐUHJXODWRU\ௐLVVXHVௐPDQXIDFWXUHUௐXSGDWHVௐDQGௐPRUH ௐ6DOHVௐIRUFHௐ ௐ,QIUDVWUXFWXUH
ௐ2XUௐORFDOௐDFFRXQWௐWHDPௐSUHVHQFHௐ²ௐPRUHௐWKDQௐௐIOHHWௐ
ORFDWLRQVௐQDWLRQZLGHௐDQGௐRYHUௐௐIOHHWௐSURIHVVLRQDOVௐORFDOO\ௐDORQJௐZLWKௐRXUௐPDQXIDFWXUHUௐ UHODWLRQVKLSVௐGLIIHUHQWLDWHௐXVௐIURPௐWKHௐFRPSHWLWLRQௐ(QWHUSULVHௐKDVௐORFDOௐRIILFHVௐDURXQGௐWKHௐ FRXQWU\ௐZLWKௐWHDPVௐZKRௐFDQௐPHHWௐIDFHWRIDFHௐDQGௐVHUYHௐRXUௐFXVWRPHUV ௐ7RWDOௐ&RVWௐRIௐ2ZQHUVKLSௐ$SSURDFK
ௐ7KURXJKௐPDQDJLQJௐRXUௐRZQௐIOHHWௐRIௐYHKLFOHVௐZHௐDUHௐ
H[SHUWVௐDWௐDQDO\]LQJௐHDFKௐFRVWௐEXFNHWௐWRௐHQVXUHௐWKDWௐZHௐDUHௐRSHUDWLQJௐDWௐWKHௐORZHVWௐFRVWௐRIௐ RZQHUVKLSௐDQGௐZHௐEULQJௐWKLVௐIRUWKௐWRௐRXUௐFOLHQWVௐDVௐZHOO ௐ/RJLVWLFV
ௐ:HௐDUHௐFRQVWDQWO\ௐSLFNLQJௐXSௐGHOLYHULQJௐDQGௐPRYLQJௐRXUௐRZQௐIOHHWௐXQLWVௐZKLFKௐ JLYHVௐXVௐDQௐLQKHUHQWௐXQGHUVWDQGLQJௐDQGௐDELOLW\ௐWRௐQDYLJDWHௐWKHVHௐVLWXDWLRQVௐTXLFNO\ௐDQGௐ HIILFLHQWO\ௐIRUௐRXUௐIOHHWௐFXVWRPHUV
ௐ9HKLFOHௐ5HVDOH
ௐ2XUௐPRUHௐWKDQௐௐH[SHULHQFHGௐUHPDUNHWLQJௐSURIHVVLRQDOVௐDUHௐZKDWௐPDNHௐ WKHௐ(QWHUSULVHௐVHUYLFHௐVRௐHIIHFWLYHௐ:HௐLQYHVWௐPRUHௐLQௐWKLVௐDUHDௐRIௐEXVLQHVVௐWKDQௐDQ\ௐRIௐRXUௐ FRPSHWLWRUVௐDQGௐZHௐKDYHௐDௐZLGHௐQHWZRUNௐRIௐUHPDUNHWLQJௐRIILFHVௐDFURVVௐWKHௐQDWLRQௐ:HௐXVHௐ RXUௐNQRZOHGJHௐDQGௐH[SHULHQFHௐWRௐUHPDUNHWௐYHKLFOHVௐWKURXJKௐWKHௐDSSURSULDWHௐFKDQQHOVௐWRௐ PD[LPL]HௐWKHௐVDOHVௐSULFH
ௐ3K\VLFDOௐ'DPDJHௐ&ODLPVௐDQGௐ6XEURJDWLRQ
ௐ$VௐDௐFRPSDQ\ௐZHௐDUHௐVHOILQVXUHGௐDQGௐKDYHௐ
LQKRXVHௐWHDPVௐWKDWௐKDQGOHௐVXEURJDWLRQௐDQGௐFODLPVௐVHUYLFHVௐ%HFDXVHௐWKLVௐDIIHFWVௐRXUௐ ERWWRPௐOLQHௐZHௐKDYHௐXQPDWFKHGௐH[SHULHQFHௐUHVRXUFHVௐDQGௐHPSOR\HHVௐPDQDJLQJௐWKLVௐDUHDௐ DQGௐWKLVௐJUHDWO\ௐVHWVௐXVௐDSDUWௐIURPௐRXUௐFRPSHWLWRUV
7DEOH
$
:DUUDQW\
'HVFULEHLQGHWDLO\RXUPDQXIDFWXUHUZDUUDQW\SURJUDPLQFOXGLQJFRQGLWLRQVDQGUHTXLUHPHQWVWRTXDOLI\FODLPVSURFHGXUH DQGRYHUDOOVWUXFWXUH<RXPD\XSORDGUHSUHVHQWDWLYHVDPSOHVRI\RXUZDUUDQW\PDWHULDOV LIDSSOLFDEOH
LQWKHGRFXPHQW
XSORDGVHFWLRQRI\RXUUHVSRQVHLQDGGLWLRQWRUHVSRQGLQJWRWKHTXHVWLRQVEHORZ Bid Number: RFP 030122 Vendor Name: Enterprise Fleet Management, Inc.
/LQH
,WHP 4XHVWLRQ 5HVSRQVH
'Rௐ\RXUௐZDUUDQWLHVௐFRYHUௐDOOௐSURGXFWVௐSDUWVௐDQGௐ
ODERU"
:DUUDQWLHVௐYDU\ௐE\ௐPDQXIDFWXUHUௐYHKLFOHௐW\SHௐPDNHௐDQGௐPRGHOௐHWF
'Rௐ\RXUௐZDUUDQWLHVௐLPSRVHௐXVDJHௐUHVWULFWLRQVௐRUௐ
RWKHUௐOLPLWDWLRQVௐWKDWௐDGYHUVHO\ௐDIIHFWௐFRYHUDJH"
:DUUDQW\ௐGHWDLOVௐ²ௐLQFOXGLQJௐDQ\ௐPLOHDJHௐOLPLWVௐRUௐRWKHUௐUHVWULFWLRQVௐ²ௐYDU\ௐ E\ௐPDQXIDFWXUHUௐYHKLFOHௐW\SHௐPDNHௐDQGௐPRGHOௐHWFௐ:HௐZLOOௐDGYLVHௐDQGௐ DGYRFDWHௐRQௐEHKDOIௐRIௐRXUௐFXVWRPHUVௐZKHQௐQHHGHGௐDVௐZHOOௐ%HFDXVHௐZHௐ PDLQWDLQௐVWURQJௐUHODWLRQVKLSVௐZLWKௐYHKLFOHௐPDQXIDFWXUHUVௐDQGௐRXUௐGHDOHUௐ SDUWQHUVௐZHௐFDQௐRIWHQௐZRUNௐGLUHFWO\ௐZLWKௐWKHPௐWRௐKHOSௐUHFXSHUDWHௐZDUUDQW\ௐ FRVWVௐIRUௐRXUௐFXVWRPHUVௐRQௐDௐFDVHE\FDVHௐEDVLV
'Rௐ\RXUௐZDUUDQWLHVௐFRYHUௐWKHௐH[SHQVHௐRIௐ
WHFKQLFLDQV¶ௐWUDYHOௐWLPHௐDQGௐPLOHDJHௐWRௐSHUIRUPௐ
ZDUUDQW\ௐUHSDLUV"
0RVWௐVWDQGDUGௐYHKLFOHௐZDUUDQWLHVௐGRௐQRWௐFRYHUௐWKHVHௐH[SHQVHV
$UHௐWKHUHௐDQ\ௐJHRJUDSKLFௐUHJLRQVௐRIௐWKHௐ8QLWHGௐ
6WDWHVௐRUௐ&DQDGDௐ
DVௐDSSOLFDEOH
ௐIRUௐZKLFKௐ\RXௐ
FDQQRWௐSURYLGHௐDௐFHUWLILHGௐWHFKQLFLDQௐWRௐSHUIRUPௐ
ZDUUDQW\ௐUHSDLUV"ௐௐ+RZௐZLOOௐ6RXUFHZHOOௐ
SDUWLFLSDWLQJௐHQWLWLHVௐLQௐWKHVHௐUHJLRQVௐEHௐSURYLGHGௐ
VHUYLFHௐIRUௐZDUUDQW\ௐUHSDLU"
7KLVௐZLOOௐGHSHQGௐRQௐWKHௐPDQXIDFWXUHU¶VௐGHDOHUௐQHWZRUNௐ :KHQௐQHHGHGௐ(QWHUSULVH¶Vௐ1DWLRQDOௐ6HUYLFHௐ'HSDUWPHQWௐZLOOௐZRUNௐZLWKௐWKHௐ GULYHUVௐWRௐILQGௐDQௐDSSURYHGௐVKRSௐIRUௐZDUUDQW\ௐVHUYLFHVௐWKDWௐLVௐFORVHௐWRௐWKHLUௐ ORFDWLRQௐ%HFDXVHௐRIௐWKHௐYDVWௐQHWZRUNௐRIௐGHDOHUVௐWKDWௐRXUௐFRPSDQ\ௐXWLOL]HVௐ ZHௐDUHௐDEOHௐWRௐHDVLO\ௐPDQDJHௐWKHVHௐVLWXDWLRQVௐIRUௐRXUௐFXVWRPHUV
:LOOௐ\RXௐFRYHUௐZDUUDQW\ௐVHUYLFHௐIRUௐLWHPVௐPDGHௐE\ௐ
RWKHUௐPDQXIDFWXUHUVௐWKDWௐDUHௐSDUWௐRIௐ\RXUௐSURSRVDOௐ
RUௐDUHௐWKHVHௐZDUUDQWLHVௐLVVXHVௐW\SLFDOO\ௐSDVVHGௐRQௐ
WRௐWKHௐRULJLQDOௐHTXLSPHQWௐPDQXIDFWXUHU"
$OOௐZDUUDQW\ௐFRYHUDJHVௐDUHௐSURYLGHGௐE\ௐWKHௐDSSOLFDEOHௐPDQXIDFWXUHU
:KDWௐDUHௐ\RXUௐSURSRVHGௐH[FKDQJHௐDQGௐUHWXUQௐ
SURJUDPVௐDQGௐSROLFLHV"
,QௐPRVWௐFDVHVௐ(QWHUSULVHௐZLOOௐDFTXLUHௐYHKLFOHVௐWKDWௐDUHௐQHZௐIURPௐWKHௐIDFWRU\ௐ DQGௐXQGHUௐWKHௐPDQXIDFWXUHUௐZDUUDQW\ௐ:HௐZLOOௐDOVRௐSURDFWLYHO\ௐSODQௐZLWKௐHDFKௐ PHPEHUௐWRௐHQVXUHௐWKH\ௐDUHௐRUGHULQJௐWKHௐVSHFLILFௐYHKLFOHVௐWKDWௐDUHௐQHHGHGௐ LQFOXGLQJௐPDNHPRGHOௐDYDLODEOHௐRSWLRQVௐDQ\ௐDGGLWLRQDOௐHTXLSPHQWௐRUௐXS ILWWLQJௐUHTXLUHGௐHWF
<RXUௐ&OLHQWௐ6WUDWHJ\ௐ0DQDJHUௐZLOOௐSHUIRUPௐDௐFRVWௐDQDO\VLVௐWRௐPDNHௐVXUHௐZHௐ DUHௐRUGHULQJௐDQGௐF\FOLQJௐYHKLFOHVௐDWௐWKHௐSURSHUௐWLPHௐ:HௐZLOOௐDOVRௐGRௐDௐVLGH E\VLGHௐYHKLFOHௐFRPSDULVRQௐWRௐYHULI\ௐWKDWௐ6RXUFHZHOOௐLVௐXVLQJௐWKHௐPRVWௐFRVW HIILFLHQWௐYHKLFOHVௐIRUௐ\RXUௐQHHGVௐ:HௐZLOOௐZRUNௐZLWKௐ6RXUFHZHOOௐWRௐPDNHௐVXUHௐ GULYHUVௐDUHௐJHWWLQJௐWKHௐFRUUHFWௐYHKLFOHௐIRUௐWKHLUௐDSSOLFDWLRQௐDQGௐZLWKLQௐWKHௐ ERXQGDULHVௐVHWௐE\ௐ6RXUFHZHOO
'HVFULEHௐDQ\ௐVHUYLFHௐFRQWUDFWௐRSWLRQVௐIRUௐWKHௐ
LWHPVௐLQFOXGHGௐLQௐ\RXUௐSURSRVDO
(QWHUSULVHௐ)OHHWௐ0DQDJHPHQW¶VௐJRDOௐLVௐWRௐSURYLGHௐ6RXUFHZHOOௐZLWKௐWKHௐPRVWௐ FRPSUHKHQVLYHௐVHUYLFHௐSRVVLEOHௐ7RௐGRௐWKLVௐZHௐRIIHUௐVHYHUDOௐDGGLWLRQDOௐ RSWLRQVௐIRUௐFRQYHQLHQFHௐDQGௐPD[LPXPௐHIILFLHQF\
)XHOௐ&DUG
:HௐSDUWQHUௐZLWKௐ:(;ௐIRUௐIXHOௐFDUGௐVHUYLFHVௐ7KHௐ:(;ௐIXHOௐFDUGௐ PDQDJHPHQWௐSURJUDPௐRIIHUVௐWKUHHௐPDLQௐEHQHILWV
ௐௐௐௐ&RQYHQLHQFH
ௐ&DUGௐDFFHSWHGௐDWௐPRUHௐWKDQௐௐ86ௐORFDWLRQVௐ
ௐௐௐௐ6HFXULW\
ௐ&DUGVௐZLWKௐGULYHUௐLGHQWLILFDWLRQௐLVVXHGௐWRௐWKHௐGULYHUௐDVVLJQHGௐ WRௐWKHௐYHKLFOH
ௐௐௐௐ&RQWURO
ௐ&DUGௐSURJUDPௐRIIHUVௐYDULRXVௐFRQWUROVௐWRௐKHOSௐPDQDJHௐ\RXUௐ IOHHW¶VௐIXHOLQJௐH[SHQVHV
:(;ௐRIIHUVௐSURGXFWW\SHௐFRQWUROௐPHUFKDQWௐFRQWUROௐUHDOWLPHௐDOHUWVௐDQGௐ IOH[LEOHௐH[FHSWLRQௐUHSRUWLQJௐDVௐSRZHUIXOௐWRROVௐWRௐPRQLWRUௐDEXVHௐ([FHSWLRQVௐ LQFOXGHௐWRWDOௐGROODUVௐVSHQWௐWRWDOௐJDOORQVௐILOOHGௐGD\VௐRIௐWKHௐZHHNௐWLPHௐW\SHௐRIௐ IXHOௐHWFௐ,QௐDGGLWLRQௐWRௐWKHௐH[FHSWLRQௐUHSRUWௐVHQWௐPRQWKO\ௐ:(;ௐDOVRௐRIIHUVௐ IOH[LEOHௐH[FHSWLRQௐUHSRUWLQJௐZKLFKௐUHSRUWVௐH[FHSWLRQVௐYLDௐHPDLOௐRQௐDௐGDLO\ௐ ZHHNO\ௐRUௐPRQWKO\ௐEDVLV
<RXUௐDFFRXQWௐPDQDJHPHQWௐWHDPௐZLOOௐZRUNௐZLWKௐ\RXௐWRௐHVWDEOLVKௐH[FHSWLRQVௐ WKDWௐFDQௐEHௐYLHZHGௐRQௐDௐPRQWKO\ௐUHSRUWௐ,QௐDGGLWLRQௐWKHௐ:(;ௐ)UDXGௐ 'HSDUWPHQWௐSHUIRUPVௐWKUHHௐSULPDU\ௐIXQFWLRQVௐLQௐDQௐHIIRUWௐWRௐLGHQWLI\ௐDQGௐ PLWLJDWHௐIUDXGௐRQௐRXUௐIOHHWௐFXVWRPHUV
ௐDFFRXQWV
ௐ
ௐௐௐௐ5HYLHZௐWUDQVDFWLRQௐDFWLYLW\
ௐௐௐௐ,GHQWLI\ௐSRWHQWLDOO\ௐDEXVLYHௐRUௐIUDXGXOHQWௐEHKDYLRU ௐௐௐௐ1RWLI\ௐFXVWRPHUVௐZKHQௐVXFKௐEHKDYLRUௐRFFXUV
*36
2XUௐIOHHWௐYHKLFOHVௐFDQௐEHௐHTXLSSHGௐZLWKௐDௐ*HRWDEௐWHOHPDWLFVௐGHYLFHௐ7KLVௐ IXQFWLRQVௐDVௐDௐ*36ௐWUDFNLQJௐGHYLFHௐZLWKௐDGGLWLRQDOௐRSWLRQVௐVXFKௐDVௐGULYHUௐ VDIHW\ௐRGRPHWHUௐFDSWXUHௐDFFHOHURPHWHUௐDQGௐHQJLQHௐGLDJQRVWLFVௐ*HRWDE¶Vௐ XQLTXHௐWHFKQRORJ\ௐSURYLGHVௐDGGHGௐYDOXHௐWRௐ\RXUௐIOHHWௐDQGௐ\RXUௐEXVLQHVVௐE\ௐ DGGUHVVLQJௐWKHௐIROORZLQJௐQHHGV
ௐௐௐௐ6DIHW\
%UHDNWKURXJK DFFLGHQW GHWHFWLRQ VDIHU GULYLQJௐEHKDYLRU LQ Bid Number: RFP 030122 Vendor Name: Enterprise Fleet Management, Inc.
YHKLFOH GULYHU FRDFKLQJ
ௐௐௐௐ&RVWௐ5HGXFWLRQ
ௐ/RZHUHGௐZRUNHU¶VௐFRPSHQVDWLRQௐFODLPVௐORZHUHGௐEHQWௐ
PHWDOௐFRVWV
ௐௐௐௐ3URGXFWLYLW\
ௐ5HDOWLPHௐDQGௐDUFKLYHGௐ*36ௐYHKLFOHௐWUDFNLQJௐURXWHௐ
RSWLPL]DWLRQௐIXHOௐFRQVXPSWLRQௐPRQLWRULQJ
ௐௐௐௐ(QJLQHௐ+HDOWK
ௐ(QJLQHௐGLDJQRVWLFVௐLPSURYHGௐSUHYHQWDWLYHௐPDLQWHQDQFHௐ RYHUDOOௐLPSURYHGௐYHKLFOHௐKHDOWK
ௐௐௐௐ&RPSOLDQFH
ௐ$FFXUDWHௐ+26ௐDQGRUௐ,)7$ௐUHSRUWLQJ
(QWHUSULVH¶VௐFXVWRPHUௐGDWDௐVKRZVௐWKDWௐ*HRWDEௐKDVௐUHGXFHGௐPLOHVௐWUDYHOHGௐ DQGௐIXHOௐFRVWVௐLQFUHDVHGௐIOHHWௐSURGXFWLYLW\ௐLPSURYHGௐZRUNIRUFHௐXWLOL]DWLRQௐ LPSURYHGௐVHUYLFHௐUHVSRQVHௐWLPHVௐDQGௐUHGXFHGௐGRZQWLPHௐUHODWHGௐWR PDLQWHQDQFHௐLVVXHVௐ:HௐKDYHௐDOVRௐVHHQௐDQௐLPSURYHPHQWௐLQௐGULYHUௐVDIHW\ௐ WKURXJKௐWKHௐDFFHOHURPHWHUௐFRPSRQHQWௐRIௐRXUௐVROXWLRQ
)XOOௐ0DLQWHQDQFH
(QWHUSULVH¶Vௐ)XOOௐ0DLQWHQDQFHௐSURJUDPௐFRYHUVௐOHVVHHVௐQDWLRQZLGHௐDQGௐLVௐ DYDLODEOHௐIRUௐPRVWௐPDNHVௐDQGௐPRGHOVௐLQௐ\RXUௐIOHHWௐ7KHௐSURJUDPௐLVௐ FRPSOHWHO\ௐPDQDJHGௐE\ௐ(QWHUSULVHௐDQGௐZLOOௐQRWௐUHTXLUHௐDQ\ௐLQWHUQDOௐDSSURYDOௐ RIௐUHSDLUVௐRUௐUHYLHZௐRIௐPRQWKO\ௐLQYRLFHVௐ&RVWௐLVௐEDVHGௐRQௐYHKLFOHௐW\SHௐDQGௐ GULYLQJௐSDWWHUQ
ௐௐௐௐ0RQWKO\ௐFRVWௐLVௐIL[HGௐIRUௐWKHௐWHUPௐRIௐWKHௐYHKLFOHௐ ௐௐௐௐ&RYHUDJHௐLVௐDYDLODEOHௐXSௐWRௐௐPLOHV
ௐௐௐௐ&RYHUVௐDOOௐURXWLQHௐVHUYLFHVௐUHFRPPHQGHGௐE\ௐWKHௐPDQXIDFWXUHUௐ ௐௐௐௐ&RYHUVௐDOOௐXQH[SHFWHGௐUHSDLUVௐ
QRWௐUHODWHGௐWRௐGDPDJHௐRUௐQHJOHFW
ௐௐௐௐௐURDGVLGHௐDVVLVWDQFHௐDQGௐWRZLQJௐLVௐLQFOXGHG
ௐௐௐௐ%UDNHVௐWLUHVௐDQGௐORDQHUௐYHKLFOHVௐFDQௐEHௐLQFOXGHGௐ ௐௐௐௐ:LQGVKLHOGௐUHSDLUௐIXHOLQJௐVHUYLFHௐDQGௐRWKHUௐPLVFHOODQHRXVௐLWHPVௐDUHௐ DYDLODEOHௐ
ௐௐௐௐ6RXUFHZHOOௐFDQௐVHWௐXSௐDQGௐVHQGௐDXWRPDWLFௐVHUYLFHௐUHPLQGHUVௐWKURXJKௐ (QWHUSULVH¶VௐZHEVLWHௐ
0DLQWHQDQFHௐ0DQDJHPHQW
:LWKௐ(QWHUSULVH¶Vௐ0DLQWHQDQFHௐ0DQDJHPHQWௐSURJUDPௐDXWKRUL]DWLRQௐDQGௐ PDLQWHQDQFHௐௐUHSDLUௐOLPLWVௐDUHௐVLPLODUௐWRௐRXUௐ)XOOௐ0DLQWHQDQFHௐSURJUDPௐ (QWHUSULVHௐPDQDJHVௐWKHௐSURFHVVௐDQGௐFRQWDFWVௐWKHௐFOLHQWௐZKHQௐDGGLWLRQDOௐ DSSURYDOௐLVௐQHHGHGௐ7KURXJKௐWKLVௐSURJUDPௐUHSDLUVௐDUHௐFKDUJHGௐDVௐQHHGHGௐ DQGௐSDVVHGௐGLUHFWO\ௐWKURXJKௐWRௐ6RXUFHZHOOௐIRUௐDௐIODWௐPRQWKO\ௐIHH (QWHUSULVHௐOHYHUDJHVௐRXUௐDJUHHPHQWVௐDQGௐUHODWLRQVKLSVௐZLWKௐYHQGRUVௐWRௐ HQVXUHௐERWKௐODERUௐDQGௐSDUWVௐDUHௐFKDUJHGௐDWௐDௐIDLUௐPDUNHWௐYDOXH
7DEOH
%
3HUIRUPDQFH6WDQGDUGVRU*XDUDQWHHV
'HVFULEHLQGHWDLO\RXUSHUIRUPDQFHVWDQGDUGVRUJXDUDQWHHVLQFOXGLQJFRQGLWLRQVDQGUHTXLUHPHQWVWRTXDOLI\FODLPVSURFHGXUHDQG RYHUDOOVWUXFWXUH<RXPD\XSORDGUHSUHVHQWDWLYHVDPSOHVRI\RXUSHUIRUPDQFHPDWHULDOV LIDSSOLFDEOH
LQWKHGRFXPHQWXSORDGVHFWLRQ
RI\RXUUHVSRQVHLQDGGLWLRQWRUHVSRQGLQJWRWKHTXHVWLRQVEHORZ /LQH
,WHP 4XHVWLRQ 5HVSRQVH
'HVFULEHௐDQ\ௐSHUIRUPDQFHௐVWDQGDUGVௐRUௐ
JXDUDQWHHVௐWKDWௐDSSO\ௐWRௐ\RXUௐVHUYLFHV
3URYLGLQJௐFRPSOHWHO\ௐVDWLVILHGௐVHUYLFHௐWRௐ6RXUFHZHOOௐLVௐLPSRUWDQWௐWRௐXVௐ$VௐDௐUHVXOWௐ ZHௐSODQௐWRௐFROOHFWௐ(64LௐIHHGEDFNௐIURPௐ6RXUFHZHOOௐGULYHUVௐDQGௐHPSOR\HHVௐWZLFHௐDௐ \HDUௐDQGௐDQQXDOO\ௐIURPௐPDQDJHPHQWௐ7KLVௐIHHGEDFNௐZLOOௐDOORZௐXVௐWRௐKLJKOLJKWௐDUHDVௐ RIௐLPSURYHPHQWௐDQGௐDUHDVௐRIௐVXFFHVV
'HVFULEHௐDQ\ௐVHUYLFHௐVWDQGDUGVௐRUௐ
JXDUDQWHHVௐWKDWௐDSSO\ௐWRௐ\RXUௐVHUYLFHVௐ
SROLFLHVௐPHWULFVௐ.3,VௐHWF
2XUௐSHUIRUPDQFHௐDVௐ6RXUFHZHOO
VௐIOHHWௐPDQDJHPHQWௐSDUWQHUௐLVௐPHDVXUHGௐE\ௐVXFFHVVௐ
LQௐWKUHHௐFRUHௐDUHDVௐFXVWRPHUௐVDWLVIDFWLRQௐFXVWRPHUௐUHWHQWLRQௐDQGௐIOHHWௐJURZWKௐ:Hௐ VWULYHௐWRௐUHGXFHௐRXUௐFXVWRPHUV¶ௐWRWDOௐFRVWௐRIௐRZQHUVKLSௐLQௐVHYHUDO FDWHJRULHVௐLQFOXGLQJௐPDLQWHQDQFHௐFRVWVௐIXHOௐVSHQGௐDFTXLVLWLRQௐFRVWVௐDQGௐUHVDOHௐ JDLQௐ6RPHௐRIௐWKHௐZD\VௐLQௐZKLFKௐZHௐDFFRPSOLVKௐWKLVௐLQFOXGH
ௐ$FWLYHௐPDQDJHPHQWௐRIௐYHKLFOHௐOLIHF\FOHௐWRௐPLQLPL]HௐIXHOௐDQGௐPDLQWHQDQFHௐVSHQG ௐ$QQXDOௐIXHOௐDQGௐPDLQWHQDQFHௐVSHQGௐEHQFKPDUNLQJௐWRௐGHFUHDVHௐWRWDOௐFRVWௐRI
RZQHUVKLS
ௐ&RPSDULVRQௐRIௐYHKLFOHௐPDNHVௐDQGௐPRGHOVௐWRௐSURYLGHௐEHWWHUௐWRWDOௐFRVWௐRIௐRZQHUVKLS ௐ,QFUHDVHGௐHTXLW\ௐJDLQௐDWௐGLVSRVDOௐWKURXJKௐSURDFWLYHௐIOHHWௐSODQQLQJௐDQGௐIRUHFDVWLQJ ௐ&RQWLQXLQJௐUHYLHZௐRIௐUHVDOHௐPDUNHWௐWRௐLGHQWLI\ௐEHVWௐGLVSRVDOௐPHWKRGௐDQGௐKROGLQJ SHULRG
ௐ&RPSDULVRQௐRIௐ(QWHUSULVHௐUHVDOHௐSHUIRUPDQFHௐDJDLQVWௐLQGXVWU\ௐVWDQGDUGV ௐ0DQDJHPHQWௐRIௐ6RXUFHZHOOௐLQFHQWLYHௐSURJUDPVௐWRௐUHGXFHௐDFTXLVLWLRQௐFRVWV ௐ5HYLHZௐRIௐYHKLFOHௐDSSOLFDWLRQௐWRௐ³ULJKWVL]H´ௐPDNHVௐDQGௐPRGHOVௐWKDWௐDUHௐEHVWௐVXLWHG IRUௐ6RXUFHZHOOௐQHHGV
ௐ5HYLHZௐGULYHUௐDQGௐDGPLQLVWUDWRUௐIHHGEDFNௐWRௐPD[LPL]HௐGULYHUௐVDWLVIDFWLRQ
Bid Number: RFP 030122 Vendor Name: Enterprise Fleet Management, Inc.
7DEOH
3D\PHQW7HUPVDQG)LQDQFLQJ2SWLRQV
/LQH
,WHP 4XHVWLRQ 5HVSRQVH
'HVFULEHௐ\RXUௐSD\PHQWௐWHUPVௐDQGௐDFFHSWHGௐSD\PHQWௐ
PHWKRGV
3D\PHQWௐ7HUPV
3D\PHQWௐWHUPVௐDUHௐ1HWௐௐ
3D\PHQW
(QWHUSULVHௐRIIHUVௐVHYHUDOௐSD\PHQWௐRSWLRQVௐWRௐRXUௐFOLHQWV ௐ
ௐ'LUHFWௐGHELWௐ±ௐSD\PHQWVௐDUHௐZLWKGUDZQௐRQௐWKHௐWKௐRIௐHDFKௐPRQWKௐ ௐ2QHWLPHௐ$&+ௐ±ௐFDQௐEHௐFRPSOHWHGௐYLDௐSKRQHௐRUௐHPDLOௐ
ௐ&KHFNௐ±ௐFDQௐEHௐPDLOHGௐRUௐRYHUQLJKWHGௐWRௐ(QWHUSULVHௐ
ௐ:LUH$&+ௐSXVKௐ±ௐFDQௐEHௐVHWௐXSௐWKURXJKௐ(QWHUSULVH¶VௐEDQN
'HVFULEHௐDQ\ௐOHDVLQJௐRUௐILQDQFLQJௐRSWLRQVௐDYDLODEOHௐIRUௐXVHௐ E\ௐHGXFDWLRQDOௐRUௐJRYHUQPHQWDOௐHQWLWLHV
<RXUௐORFDOௐ(QWHUSULVHௐWHDPௐZLOOௐZRUNௐZLWKௐ\RXௐWRௐFXVWRPL]HௐWKHௐOHDVHௐ WHUPVௐDQGௐSURYLGHௐ\RXௐZLWKௐWKHௐPRVWௐFRVWHIIHFWLYHௐOHDVHVௐWKDWௐPHHWௐ \RXUௐVSHFLILFௐQHHGV
(QWHUSULVHௐRIIHUVௐIRXUௐW\SHVௐRIௐIXQGLQJௐVROXWLRQVௐ7KH\ௐDUHௐDQௐ2SHQ (QGHGௐ(TXLW\ௐ/HDVHௐ&ORVHG(QGௐ/HDVHௐ3UHSDLGௐ/HDVHௐDQGௐ )LQDQFHௐௐ
ௐ2SHQ(QGHGௐ(TXLW\ௐ/HDVH
ௐIOH[LEOHௐRSWLRQௐWKDWௐDOORZVௐWKHௐOHVVHHௐWRௐ
WXUQௐLQௐWKHௐYHKLFOHௐEHIRUHௐWKHௐOHDVHௐWHUPௐZLWKௐQRௐHDUO\ௐWHUPLQDWLRQௐ SHQDOWLHVௐWKHௐFRPSDQ\DJHQF\ௐFDQௐJHWௐRXWௐRIௐWKHௐOHDVHௐDWௐDQ\ௐWLPH ௐ
WKHUHௐLVௐDOZD\VௐDௐSD\RIIௐDPRXQWௐ,IௐWKHௐYDOXHௐRIௐWKHௐYHKLFOHௐLV JUHDWHUௐWKDQௐWKHௐSD\RIIௐWKDWௐPRQH\ௐRUௐHTXLW\ௐFDQௐEHௐSXWௐWRZDUG DQRWKHUௐOHDVHௐ,IௐWKHௐYDOXHௐRIௐWKHௐYHKLFOHௐLVௐOHVVௐWKDQௐWKHௐSD\RIIௐ (QWHUSULVHௐZLOOௐELOOௐWKHௐFRPSDQ\DJHQF\ௐWKHௐGLIIHUHQFHௐௐௐ ௐ&ORVHG(QGௐ/HDVH
ௐDOORZVௐIRUௐDௐORZHUௐPRQWKO\ௐSD\PHQWௐEDVHGௐRQ
YHKLFOHௐXVDJHௐJHDUHGௐWRZDUGVௐLQGLYLGXDOVௐWKDWௐGULYHௐPLQLPDOௐPLOHV ௐ3UHSDLGௐ/HDVH
ௐDOORZVௐWKHௐOHVVHHௐWRௐWDNHௐDGYDQWDJHௐRIௐGLVFRXQWHGௐ
LQWHUHVWௐUDWHVௐE\ௐSD\LQJௐDOOௐUHQWௐXSௐIURQWௐ
ௐ7UDGLWLRQDOௐ3XUFKDVHௐ)LQDQFH
ௐDOORZVௐ6RXUFHZHOOௐWRௐWDNHௐRZQHUVKLSௐ
RIௐWKHௐYHKLFOHௐDWௐWKHௐHQGௐRIௐWKHௐILQDQFHGOHDVHௐWHUPௐZLWKRXWௐSD\LQJௐ WKHௐUHGXFHGௐERRNௐYDOXH
2SHQ(QGHGௐ/HDVH
$JHQFLHVௐFRPPRQO\ௐILQGௐLWௐGLIILFXOWௐ²ௐVRPHWLPHVௐLPSRVVLEOHௐ²ௐWR IXQGௐDௐKHDOWK\ௐYHKLFOHௐOLIHF\FOHௐ0DQ\ௐRIௐWKHVHௐRUJDQL]DWLRQVௐWXUQௐWRௐ DௐEULGJHௐIXQGLQJௐPHFKDQLVPௐWRௐIDFLOLWDWHௐWKHLUௐQHFHVVDU\ௐYHKLFOHௐ UHSODFHPHQWVௐ(QWHUSULVHௐ)OHHWௐ0DQDJHPHQWௐIHDWXUHVௐDQௐ2SHQ(QGHGௐ /HDVHௐSURGXFWௐWRௐKHOSௐEULGJHௐDQ\ௐIXQGLQJௐJDSVௐ2XUௐ2SHQ(QGHGௐ /HDVHௐLVௐFKDUDFWHUL]HGௐE\
ௐௐௐௐ,PSURYHGௐFDVKௐIORZ
ௐௐௐௐ1RௐPLOHDJHௐUHVWULFWLRQVௐRUௐZHDUDQGWHDUௐFKDUJHV
ௐௐௐௐ)OH[LEOHௐILQDQFLQJௐRSWLRQV
ௐௐௐௐ&XVWRPL]HGௐWHUPVௐIRUௐXVHௐDQGௐW\SHௐRIௐYHKLFOH
ௐௐௐௐ5HWHQWLRQௐRIௐRZQHUVKLSௐULJKWV
,QௐPRVWௐSURJUDPVௐDௐYHKLFOHௐZRXOGௐEHௐSXUFKDVHGௐRXWULJKWௐIURPௐWKHௐ FDSLWDOௐEXGJHWௐDQGௐNHSWௐLQIOHHWௐXQWLOௐDௐVSHFLILHGௐWLPHௐZKHQௐLWௐZDVௐ VROGௐ+RZHYHUௐWRௐLQFUHDVHௐIOH[LELOLW\ௐRXUௐ2SHQ(QGHGௐ/HDVHௐDOORZVௐ IRUௐIXQGLQJௐRIௐRQO\ௐWKHௐWLPHௐWKHௐYHKLFOHௐLVௐXVHGௐ7KLVௐDSSURDFK DOORZVௐFRPSDQLHVௐWRௐSD\ௐWKHௐPLQLPXPௐYDOXHௐIRUௐWKHௐXVHௐRIௐWKHௐ YHKLFOHௐRQௐDௐPRQWKO\ௐEDVLVௐLPSURYLQJௐFDVKௐIORZ
7KHௐPHFKDQLFVௐRIௐWKLVௐOHDVHௐLQYROYHௐILQDQFLQJௐWKHௐGLIIHUHQFHௐEHWZHHQௐ WKHௐYHKLFOH¶VௐSXUFKDVHௐSULFHௐDQGௐDௐFRQVHUYDWLYHௐ5HGXFHGௐ%RRNௐ 9DOXHௐ
5%9
ௐZKLFKௐLVௐEDVHGௐXSRQௐWKHௐDQWLFLSDWHGௐPDUNHWௐYDOXHௐLQௐ
FRQVLGHUDWLRQௐRIௐWKHௐYHKLFOH¶VௐDJHௐDQGௐDSSOLFDWLRQ
/HDVHௐ7HUPV
(QWHUSULVHௐ)OHHWௐ0DQDJHPHQWௐFDQௐRIIHUௐOHDVHௐWHUPVௐDVௐVKRUWௐDVௐௐ PRQWKVௐDQGௐDVௐORQJௐDVௐௐPRQWKVௐRUௐDWௐDQ\ௐVL[PRQWKௐLQWHUYDOௐLQௐ EHWZHHQௐ:KLOHௐZHௐGRௐQRWௐRIIHUௐLQLWLDOௐOHDVHௐWHUPVௐEH\RQGௐௐ PRQWKVௐRXUௐ2SHQ(QGHGௐ/HDVHVௐFDQௐEHௐVWUXFWXUHGௐZLWKௐDௐ5HGXFHGௐ %RRNௐ9DOXHௐDWௐௐPRQWKVௐWKDWௐFDQௐEHௐSDLGௐRIIௐRUௐH[WHQGHGௐIRUௐDQ DGGLWLRQDOௐௐRUௐௐPRQWKVௐRUௐFRQWLQXHௐPRQWKௐWRௐPRQWKௐXQWLOௐWKHௐ 5HGXFHGௐ%RRNௐ9DOXHௐKDVௐEHHQௐFRPSOHWHO\ௐSDLGௐRII
Bid Number: RFP 030122 Vendor Name: Enterprise Fleet Management, Inc.
'HVFULEHௐDQ\ௐVWDQGDUGௐWUDQVDFWLRQௐGRFXPHQWVௐWKDWௐ\RXௐ SURSRVHௐWRௐXVHௐLQௐFRQQHFWLRQௐZLWKௐDQௐDZDUGHGௐFRQWUDFWௐ
RUGHUௐIRUPVௐWHUPVௐDQGௐFRQGLWLRQVௐVHUYLFHௐOHYHOௐ
DJUHHPHQWVௐHWF
ௐ8SORDGௐDௐVDPSOHௐRIௐHDFKௐ
DVௐ
DSSOLFDEOH
ௐLQௐWKHௐGRFXPHQWௐXSORDGௐVHFWLRQௐRIௐ\RXUௐ
UHVSRQVH
:HௐKDYHௐDWWDFKHGௐRXUௐVDPSOHௐFRQWUDFWV
'Rௐ\RXௐDFFHSWௐWKHௐ3FDUGௐSURFXUHPHQWௐDQGௐSD\PHQWௐ
SURFHVV"ௐ,IௐVRௐLVௐWKHUHௐDQ\ௐDGGLWLRQDOௐFRVWௐWRௐ6RXUFHZHOOௐ SDUWLFLSDWLQJௐHQWLWLHVௐIRUௐXVLQJௐWKLVௐSURFHVV"
:HௐFDQQRWௐDFFHSWௐDௐ3FDUGௐSD\PHQWௐDWௐWKLVௐWLPH
7DEOH
3ULFLQJDQG'HOLYHU\
3URYLGHGHWDLOHGSULFLQJLQIRUPDWLRQLQWKHTXHVWLRQVWKDWIROORZEHORZ.HHSLQPLQGWKDWUHDVRQDEOHSULFHDQGSURGXFWDGMXVWPHQWVFDQ EHPDGHGXULQJWKHWHUPRIDQDZDUGHG&RQWUDFWDVGHVFULEHGLQWKH5)3WKHWHPSODWH&RQWUDFWDQGWKH6RXUFHZHOO3ULFHDQG3URGXFW &KDQJH5HTXHVW)RUP
/LQH
,WHP 4XHVWLRQ 5HVSRQVH
'HVFULEHௐ\RXUௐSULFLQJௐPRGHOௐ
HJௐOLQHLWHPௐGLVFRXQWVௐRUௐ
SURGXFWFDWHJRU\ௐGLVFRXQWV
ௐ3URYLGHௐGHWDLOHGௐSULFLQJௐGDWDௐ
LQFOXGLQJௐVWDQGDUGௐRUௐOLVWௐSULFLQJௐDQGௐWKHௐ6RXUFHZHOOௐ
GLVFRXQWHGௐSULFH
ௐRQௐDOOௐRIௐWKHௐLWHPVௐWKDWௐ\RXௐZDQWௐ
6RXUFHZHOOௐWRௐFRQVLGHUௐDVௐSDUWௐRIௐ\RXUௐ5)3ௐUHVSRQVHௐ,Iௐ DSSOLFDEOHௐSURYLGHௐDௐ6.8ௐIRUௐHDFKௐLWHPௐLQௐ\RXUௐSURSRVDOௐ 8SORDGௐ\RXUௐSULFLQJௐPDWHULDOVௐ
LIௐDSSOLFDEOH
ௐLQௐWKHௐ
GRFXPHQWௐXSORDGௐVHFWLRQௐRIௐ\RXUௐUHVSRQVH
,QFOXVLYHௐ8SIURQWௐ3ULFLQJ
&DOFXODWLQJௐIOHHWௐH[SHQVHVௐWRௐDFFRXQWௐIRUௐERWKௐGLUHFWௐDQGௐLQGLUHFWௐ FRVWVௐFDQௐEHௐGLIILFXOWௐ7KDW¶VௐZK\ௐZHௐSURYLGHௐLQFOXVLYHௐSULFLQJௐXSIURQWௐ DVௐZHOOௐDVௐSUHGLFWLYHௐFRVWௐWRROVௐ:HௐWKLQNௐ\RXௐGHVHUYHௐDௐFOHDUௐYLHZௐ RIௐDOOௐFRVWVௐPRYLQJௐIRUZDUGௐWRௐSODQௐIRUௐVSHQGLQJௐWKURXJKRXWௐWKH \HDUௐ±ௐDQGௐEH\RQG
,QWHJULW\ௐDQGௐ7UDQVSDUHQF\
:HௐGRQ¶WௐEHOLHYHௐLQௐFRPSOLFDWHGௐFRQWUDFWVௐRUௐKLGGHQௐIHHVௐ2XUௐ &OLHQWௐ6WUDWHJ\ௐ0DQDJHUVௐZLOOௐRQO\ௐSURYLGHௐKRQHVWௐLQIRUPHGௐ UHFRPPHQGDWLRQVௐWKDWௐEHQHILWௐ\RXUௐEXVLQHVVௐ<RX¶OOௐDOVRௐKDYHௐDFFHVVௐ WRௐWKHௐVDPHௐIOHHWௐLQIRUPDWLRQௐWKURXJKௐRXUௐ&OLHQWௐ:HEVLWHௐHQVXULQJௐ \RXௐVHHௐZKDWௐ\RXUௐ&OLHQWௐ6WUDWHJ\ௐ0DQDJHUௐVHHVௐDQGௐFDQௐZRUNௐ ZLWKௐWKHPௐWRௐPD[LPL]Hௐ\RXUௐLQYHVWPHQW
)OH[LEOHௐ2SWLRQV
(QWHUSULVHௐ)OHHWௐ0DQDJHPHQWௐRIIHUVௐDௐYDULHW\ௐRIௐIOHHWௐOHDVLQJௐDQGௐ ILQDQFLQJௐVHUYLFHVௐ:HௐZDQWௐRXUௐFOLHQWVௐWRௐEHௐDEOHௐWRௐFKRRVHௐWKHௐ ILQDQFLQJௐSODQௐWKDWௐZRUNVௐEHVWௐIRUௐWKHLUௐEXVLQHVVௐDQGௐRSHUDWLQJ QHHGVௐZKHWKHUௐWKH\ௐQHHGௐDQௐRSHQHQGௐFORVHHQGௐRUௐVHOIIXQGHG SURJUDPௐ:H¶OOௐDGDSWௐWRௐ\RXUௐQHHGVௐ
:HௐKDYHௐXSORDGHGௐRXUௐSULFLQJௐPDWHULDOVௐDVௐLQVWUXFWHG
4XDQWLI\ௐWKHௐSULFLQJௐGLVFRXQWௐUHSUHVHQWHGௐE\ௐWKHௐSULFLQJௐ SURSRVDOௐLQௐWKLVௐUHVSRQVHௐ)RUௐH[DPSOHௐLIௐWKHௐSULFLQJௐLQௐ \RXUௐUHVSRQVHௐUHSUHVHQWVௐDௐSHUFHQWDJHௐGLVFRXQWௐIURPௐ
0653ௐRUௐOLVWௐVWDWHௐWKHௐSHUFHQWDJHௐRUௐSHUFHQWDJHௐUDQJH 'LVFRXQWVௐUDQJHௐIURPௐௐSHUFHQWௐRIIௐWKHௐPDQXIDFWXUHU¶VௐVXJJHVWHGௐ UHWDLOௐSULFHௐ
0653
ௐௐ)RUௐH[DPSOHௐWKHௐ0653ௐIRUௐDௐW\SLFDOௐ)RUGௐ
([SORUHUௐZRXOGௐEHௐௐ:LWKௐRXUௐSXUFKDVLQJௐSRZHUௐDQGௐ GLVFRXQWVௐSURYLGHGௐWRௐ6RXUFHZHOOௐ0HPEHUVௐWKHௐGHOLYHUHGௐSULFHௐ ZRXOGௐEHௐௐௐVDYLQJVௐ,QௐVRPHௐFDVHVௐWKHௐPDQXIDFWXUHVௐ GRௐRIIHUௐIUHHௐRSWLRQVௐWKDWௐSURYLGHௐDGGLWLRQDOௐGLVFRXQWVௐLIௐDYDLODEOHௐ &DSLWDOL]HGௐFRVWௐLVௐWKHௐIDFWRU\ௐLQYRLFHௐOHVVௐPDQXIDFWXUHUSURYLGHGௐ LQFHQWLYHVௐOHVVௐDQ\ௐDSSOLFDEOHௐDGYHUWLVLQJ
'HVFULEHௐDQ\ௐTXDQWLW\ௐRUௐYROXPHௐGLVFRXQWVௐRUௐUHEDWHௐ SURJUDPVௐWKDWௐ\RXௐRIIHU
7KURXJKௐDௐWHDPௐRIௐLQFHQWLYHௐDQDO\VWVௐDWௐRXUௐRSHUDWLRQVௐ KHDGTXDUWHUVௐSDUWQHUVKLSVௐZLWKௐPDQXIDFWXUHUVௐDQGௐUHODWLRQVKLSVௐZLWKௐ GHDOHUVௐZHௐZRUNௐWRௐJHWௐWKHௐEHVWௐLQFHQWLYHVௐDYDLODEOHௐIRUௐRXUௐ FXVWRPHUVௐ7KHௐWHDPௐWUDFNVௐDௐZLGHௐUDQJHௐRIௐUHWDLOௐLQFHQWLYHVௐDQGௐ HQWHUVௐWKRVHௐLQௐRXUௐGDWDEDVHௐZKLFKௐFRPSDUHVௐWKHPௐWRௐWKHௐVWDQGDUGௐ IOHHWௐDVVRFLDWLRQௐDQGௐXSILWௐLQFHQWLYHVௐWKDWௐPD\ௐEHௐDSSOLFDEOHௐ 7KURXJKௐRXUௐUHODWLRQVKLSVௐZLWKௐPDQXIDFWXUHUVௐDQGௐ]RQHௐ
UHSUHVHQWDWLYHVௐZHௐZRUNௐWRௐREWDLQௐDQGௐPD[LPL]HௐDQ\ௐVSHFLDOௐRUௐ FOLHQWVSHFLILFௐLQFHQWLYHVௐDYDLODEOHௐ0DQXIDFWXUHUVௐVRPHWLPHVௐSURYLGHௐ XVௐZLWKௐVSHFLDOௐLQFHQWLYHVௐWKDWௐDUHௐQRWௐDYDLODEOHௐWKURXJKௐRWKHU DYHQXHVௐDQGௐZHௐXVHௐWKRVHௐDVௐQHHGHG
)RUௐDQFLOODU\ௐSURJUDPVௐVXFKௐDVௐ)XOOௐ0DLQWHQDQFHௐDQGௐ0DLQWHQDQFH 0DQDJHPHQWௐDGGLWLRQDOௐGLVFRXQWVௐRQௐSDUWVௐDQGௐODERUௐDUHௐSDVVHGௐ WKURXJKௐWRௐRXUௐFXVWRPHUV
Bid Number: RFP 030122 Vendor Name: Enterprise Fleet Management, Inc.
3URSRVHௐDௐPHWKRGௐRIௐIDFLOLWDWLQJௐ³VRXUFHG´ௐSURGXFWVௐRUௐ UHODWHGௐVHUYLFHVௐZKLFKௐPD\ௐEHௐUHIHUUHGௐWRௐDVௐ³RSHQௐ
PDUNHW´ௐLWHPVௐRUௐ³QRQVWDQGDUGௐRSWLRQV´ௐ)RUௐH[DPSOHௐ\RXௐ PD\ௐVXSSO\ௐVXFKௐLWHPVௐ³DWௐFRVW´ௐRUௐ³DWௐFRVWௐSOXVௐDௐ
SHUFHQWDJH´ௐRUௐ\RXௐPD\ௐVXSSO\ௐDௐTXRWHௐIRUௐHDFKௐVXFKௐ
UHTXHVW
(QWHUSULVHௐZLOOௐSURYLGHௐDௐTXRWHௐIRUௐHDFKௐVRXUFHGௐSURGXFWௐWKDWௐZLOOௐ LQFOXGHௐDQ\ௐGLVFRXQWVௐWKDWௐ(QWHUSULVHௐUHFHLYHVௐ:HௐGRௐQRWௐPDUNXSௐ DQ\ௐTXRWHVௐRUௐFKDUJHௐIRUௐFRRUGLQDWLQJௐVXSSO\ௐRUௐLQVWDOODWLRQௐ²ௐWKLVௐ LVௐDௐSDUWௐRIௐ(QWHUSULVH¶VௐVWDQGDUGௐVHUYLFH
(QWHUSULVHௐ)OHHWௐ0DQDJHPHQWௐZLOOௐFRRUGLQDWHௐWKHௐXSILWௐRIௐDQ\ௐ QHHGHGௐDIWHUPDUNHWௐHTXLSPHQWௐ:HௐKDYHௐHVWDEOLVKHGௐUHODWLRQVKLSV ZLWKௐORFDOௐDQGௐQDWLRQDOௐYHQGRUVௐWKDWௐVXSSO\ௐWKHVHௐLWHPVௐDQGௐZLOOௐ GHOLYHUௐWKHௐHTXLSPHQWௐLQௐDௐZRUNUHDG\ௐVWDWH
(QWHUSULVHௐZLOOௐSODQௐDKHDGௐZLWKௐYHQGRUVௐWRௐKDYHௐHTXLSPHQWௐUHDG\ௐIRUௐ LQVWDOODWLRQௐRQFHௐWKHௐRUGHUHGௐYHKLFOHVௐDUHௐGHOLYHUHGௐWRௐHQVXUHௐWKDWௐ WKHௐYHKLFOHVௐDUHௐUHDG\ௐIRUௐVHUYLFHௐDVௐVRRQௐDVௐSRVVLEOHௐ(QWHUSULVHௐ ZLOOௐQHJRWLDWHௐRQௐEHKDOIௐRIௐWKHௐPHPEHUௐDJHQF\ௐWRௐOHYHUDJHௐYROXPHௐ GLVFRXQWVௐDQGௐGHOLYHUௐWKHௐORZHVWௐSRVVLEOHௐSULFHௐRQௐDQ\ௐQHHGHGௐ HTXLSPHQW
7KHௐHTXLSPHQWௐFDQௐEHௐELOOHGௐXSௐIURQWௐRUௐFDSLWDOL]HGௐDVௐDௐSDUWௐRIௐ WKHௐOHDVHௐVWUXFWXUHௐ,QௐERWKௐVFHQDULRVௐWKHௐPHPEHUௐZLOOௐRZQௐWKH HTXLSPHQWௐDWௐWKHௐFRQFOXVLRQௐRUௐWHUPLQDWLRQௐRIௐWKHௐOHDVH (QWHUSULVHௐLVௐDEOHௐWRௐVHOOௐFXVWRPHURZQHGௐXQLWVௐDVௐDQௐDGGLWLRQDOௐ EHQHILWௐLIௐWKHௐHQGௐXVHUௐVLJQVௐRXUௐFRQVLJQPHQWௐDJUHHPHQWௐ:HௐKDYHௐ LQFOXGHGௐDௐVDPSOHௐFRQVLJQPHQWௐDJUHHPHQW
,GHQWLI\ௐDQ\ௐHOHPHQWௐRIௐWKHௐWRWDOௐFRVWௐRIௐDFTXLVLWLRQௐWKDWௐLV 127ௐLQFOXGHGௐLQௐWKHௐSULFLQJௐVXEPLWWHGௐZLWKௐ\RXUௐUHVSRQVHௐ 7KLVௐLQFOXGHVௐDOOௐDGGLWLRQDOௐFKDUJHVௐDVVRFLDWHGௐZLWKௐDௐ SXUFKDVHௐWKDWௐDUHௐQRWௐGLUHFWO\ௐLGHQWLILHGௐDVௐIUHLJKWௐRUௐ VKLSSLQJௐFKDUJHVௐ)RUௐH[DPSOHௐOLVWௐFRVWVௐIRUௐLWHPVௐOLNHௐSUH GHOLYHU\ௐLQVSHFWLRQௐLQVWDOODWLRQௐVHWௐXSௐPDQGDWRU\ௐWUDLQLQJௐ RUௐLQLWLDOௐLQVSHFWLRQௐ,GHQWLI\ௐDQ\ௐSDUWLHVௐWKDWௐLPSRVHௐVXFKௐ FRVWVௐDQGௐWKHLUௐUHODWLRQVKLSௐWRௐWKHௐ3URSRVHU
&RVWVௐIRUௐUHJLVWHULQJௐDௐYHKLFOHௐDUHௐSDVVHGௐWKURXJKௐGLUHFWO\ௐWRௐWKHௐ HQGௐXVHUௐ$OOௐRWKHUௐFRVWVௐDUHௐDGGUHVVHGௐWKURXJKRXWௐRXUௐSURYLGHG SULFLQJௐRIIHULQJV
,IௐIUHLJKWௐGHOLYHU\ௐRUௐVKLSSLQJௐLVௐDQௐDGGLWLRQDOௐFRVWௐWRௐWKHௐ 6RXUFHZHOOௐSDUWLFLSDWLQJௐHQWLW\ௐGHVFULEHௐLQௐGHWDLOௐWKHௐ FRPSOHWHௐIUHLJKWௐVKLSSLQJௐDQGௐGHOLYHU\ௐSURJUDP
)RUௐDௐPDMRULW\ௐRIௐRXUௐGHOLYHULHVௐYHKLFOHVௐZLOOௐEHௐVHQWௐWRௐWKHௐGHDOHUௐ WKDWௐLVௐFORVHVWௐWRௐWKHௐHQGௐXVHUௐVRௐWKH\ௐFDQௐSLFNௐXSௐWKHௐXQLWௐ GLUHFWO\ௐௐ:HௐFDQௐDOVRௐFRRUGLQDWHௐZLWKௐWKHௐGHDOHUௐRUௐRXUௐRZQௐ HPSOR\HHVௐWRௐGHOLYHUௐWKHௐYHKLFOHVௐ&HUWDLQௐFKDUJHVௐPD\ௐDSSO\ௐEDVHGௐ RQௐGLVWDQFHௐWRௐWKHௐGULYHUௐDQGௐRWKHUௐIDFWRUV
6SHFLILFDOO\ௐGHVFULEHௐIUHLJKWௐVKLSSLQJௐDQGௐGHOLYHU\ௐWHUPVௐRUௐ SURJUDPVௐDYDLODEOHௐIRUௐ$ODVNDௐ+DZDLLௐ&DQDGDௐRUௐDQ\ௐ
RIIVKRUHௐGHOLYHU\
(QWHUSULVHௐKDVௐDௐODUJHௐQHWZRUNௐRIௐGHDOHUVKLSVௐWKURXJKRXWௐWKHVHௐ UHJLRQVௐWKDWௐFDQௐDVVLVWௐZLWKௐYHKLFOHௐORJLVWLFVௐDQGௐGHOLYHU\ௐ$ORQJௐZLWKௐ RXUௐGHDOHUௐQHWZRUNௐZHௐKDYHௐDௐODUJHௐQXPEHUௐRIௐHPSOR\HHVௐZLWKLQௐ WKHVHௐUHJLRQVௐ²ௐHLWKHUௐWKURXJKௐDQௐ(QWHUSULVHௐ)OHHWௐ0DQDJHPHQWௐ RIILFHௐRUௐDQௐDIILOLDWHௐ(QWHUSULVHௐ5HQW$&DUௐRUௐ1DWLRQDOௐ&DUௐ5HQWDOௐ UHQWDOௐORFDWLRQௐ²ௐZKRௐDUHௐDYDLODEOHௐWRௐDVVLVWௐZLWKௐYHKLFOHௐGHOLYHU\ௐ DQGௐSLFNXS
'HVFULEHௐDQ\ௐXQLTXHௐGLVWULEXWLRQௐDQGRUௐGHOLYHU\ௐPHWKRGVௐRUௐ RSWLRQVௐRIIHUHGௐLQௐ\RXUௐSURSRVDO
(QWHUSULVHௐHPSOR\VௐRQHௐRIௐWKHௐODUJHVWௐWHDPVௐRIௐGULYHUVௐLQௐWKHௐ LQGXVWU\ௐ7KLVௐDOORZVௐXVௐWRௐTXLFNO\ௐDQGௐHDVLO\ௐPDQDJHௐYHKLFOHௐ ORJLVWLFVௐIRUௐRXUௐIOHHWௐFXVWRPHUV
%HFDXVHௐZHௐRZQௐDQGௐRSHUDWHௐௐPLOOLRQௐXQLWVௐZRUOGZLGHௐWRJHWKHUௐ ZLWKௐDIILOLDWHௐ(QWHUSULVHௐ+ROGLQJVௐZHௐDUHௐFRQVWDQWO\ௐSLFNLQJௐXSௐ GHOLYHULQJௐDQGௐPRYLQJௐRXUௐRZQௐIOHHWVௐXQLWVௐZKLFKௐJLYHVௐXVௐDQௐ LQKHUHQWௐXQGHUVWDQGLQJௐDQGௐDELOLW\ௐWRௐQDYLJDWHௐWKHVHௐVLWXDWLRQV TXLFNO\ௐDQGௐHIILFLHQWO\ௐIRUௐRXUௐIOHHWௐFXVWRPHUV
Bid Number: RFP 030122 Vendor Name: Enterprise Fleet Management, Inc.
7DEOH$
3ULFLQJ*ULG
$FTXLVLWLRQ7HUPV
3URYLGHGHWDLOHGSULFLQJLQIRUPDWLRQLQWKHWDEOHEHORZ /LQH
,WHP 7\SH &KDUJHG3HUFHQWDJH 'HWDLOV
,QWHUHVWௐ5DWHௐ,QGH[ௐ8VHG ௐ\HDUௐWELOO
&DQDGLDQௐ\Uௐ%RQG
86 ௐௐEDVLVௐSRLQWVௐRYHUௐௐ\HDUௐWELOO
&DQDGD
ௐ&DQDGLDQௐ\Uௐ%RQGௐௐௐEDVLVௐSRLQWV
%DVLVௐ3RLQWV 86
ௐ
&DQDGD
ௐ
86 ௐௐEDVLVௐSRLQWVௐRYHUௐௐ\HDUௐWELOO
&DQDGD
ௐ&DQDGLDQௐ\Uௐ%RQGௐௐௐEDVLVௐSRLQWV
'RPHVWLFௐ)DFWRU\ௐ2UGHUௐ9HKLFOHV 86
ௐ0DQXIDFWXUHUௐ3XEOLVKHGௐ
,QYRLFHௐ/HVVௐ$SSOLFDEOHௐ
,QFHQWLYHVௐ/HVVௐ
ௐ$SSOLFDEOHௐ
$GYHUWLVLQJௐSOXVௐ
ௐௐ
DFTXLVLWLRQௐIHHௐSOXVௐ
ௐFRXUWHV\ௐ
GHOLYHU\ௐIHHௐ
YDULDEOHௐ‐ௐ
GHSHQGLQJௐRQௐORFDWLRQ
&DQDGD
ௐ0DQXIDFWXUHUௐ3XEOLVKHGௐ
,QYRLFHௐ/HVVௐ$SSOLFDEOHௐ
,QFHQWLYHVௐ/HVVௐ
ௐ$SSOLFDEOHௐ
$GYHUWLVLQJௐSOXVௐ
ௐௐ
DFTXLVLWLRQௐIHHௐSOXVௐ
ௐFRXUWHV\ௐ
GHOLYHU\ௐIHHௐ
YDULDEOHௐ‐ௐ
GHSHQGLQJௐRQௐORFDWLRQ
86 ௐ0DQXIDFWXUHUௐ3XEOLVKHGௐ,QYRLFHௐ/HVVௐ$SSOLFDEOHௐ
,QFHQWLYHVௐ/HVVௐ
ௐ$SSOLFDEOHௐ$GYHUWLVLQJௐSOXVௐ
ௐௐ
DFTXLVLWLRQௐIHHௐSOXVௐ
ௐFRXUWHV\ௐGHOLYHU\ௐIHHௐ
YDULDEOHௐ
‐ௐGHSHQGLQJௐRQௐORFDWLRQ
&DQDGD
ௐ0DQXIDFWXUHUௐ3XEOLVKHGௐ,QYRLFHௐ/HVVௐ
$SSOLFDEOHௐ,QFHQWLYHVௐ/HVVௐ
ௐ$SSOLFDEOHௐ$GYHUWLVLQJௐ
SOXVௐ
ௐௐDFTXLVLWLRQௐIHHௐSOXVௐ
ௐFRXUWHV\ௐGHOLYHU\ௐ
IHHௐ
YDULDEOHௐ‐ௐGHSHQGLQJௐRQௐORFDWLRQ
)RUHLJQௐ)DFWRU\ௐ2UGHUௐ9HKLFOHV 86
ௐ0DQXIDFWXUHUௐ3XEOLVKHGௐ
,QYRLFHௐ/HVVௐ$SSOLFDEOHௐ
,QFHQWLYHVௐ/HVVௐ
ௐ$SSOLFDEOHௐ
$GYHUWLVLQJௐSOXVௐ
ௐௐ
DFTXLVLWLRQௐIHHௐSOXVௐ
ௐFRXUWHV\ௐ
GHOLYHU\ௐIHHௐ
YDULDEOHௐ‐ௐ
GHSHQGLQJௐRQௐORFDWLRQ
&DQDGD
ௐ0DQXIDFWXUHUௐ3XEOLVKHGௐ
,QYRLFHௐ/HVVௐ$SSOLFDEOHௐ
,QFHQWLYHVௐ/HVVௐ
ௐ$SSOLFDEOHௐ
$GYHUWLVLQJௐSOXVௐ
ௐௐ
DFTXLVLWLRQௐIHHௐSOXVௐ
ௐFRXUWHV\ௐ
GHOLYHU\ௐIHHௐ
YDULDEOHௐ‐ௐ
GHSHQGLQJௐRQௐORFDWLRQ
86 ௐ0DQXIDFWXUHUௐ3XEOLVKHGௐ,QYRLFHௐ/HVVௐ$SSOLFDEOHௐ
,QFHQWLYHVௐ/HVVௐ
ௐ$SSOLFDEOHௐ$GYHUWLVLQJௐSOXVௐ
ௐௐ
DFTXLVLWLRQௐIHHௐSOXVௐ
ௐFRXUWHV\ௐGHOLYHU\ௐIHHௐ
YDULDEOHௐ
‐ௐGHSHQGLQJௐRQௐORFDWLRQ
&DQDGD
ௐ0DQXIDFWXUHUௐ3XEOLVKHGௐ,QYRLFHௐ/HVVௐ
$SSOLFDEOHௐ,QFHQWLYHVௐ/HVVௐ
ௐ$SSOLFDEOHௐ$GYHUWLVLQJௐ
SOXVௐ
ௐௐDFTXLVLWLRQௐIHHௐSOXVௐ
ௐFRXUWHV\ௐGHOLYHU\ௐ
IHHௐ
YDULDEOHௐ‐ௐGHSHQGLQJௐRQௐORFDWLRQ
'RPHVWLFௐ'HDOHUௐ6WRFNௐ9HKLFOHV 86
ௐ'HDOHUௐ3URYLGHGௐ,QYRLFHௐ
/HVVௐ
ௐ$SSOLFDEOHௐ,QFHQWLYHVௐ
SOXVௐ
ௐௐDFTXLVLWLRQௐIHHௐ
VXEMHFWௐWRௐGHDOHUௐDYDLODELOLW\
&DQDGD
ௐ%DVHௐ3XUFKDVHௐ3ULFHௐ
IURPௐ'HDOHUௐ/HVVௐ
ௐ$SSOLFDEOHௐ
0DQXIDFWXUHUௐ,QFHQWLYHVௐ3OXVௐ
&RXUWHV\ௐ'HOLYHU\ௐ)HHVௐ
ௐGHSHQGHGௐRQௐ'HOLYHU\ௐ
/RFDWLRQௐ3OXVௐ
ௐௐ
$FTXLVLWLRQௐIHH
86 ௐ'HDOHUௐ3URYLGHGௐ,QYRLFHௐ/HVVௐ
ௐ$SSOLFDEOHௐ
,QFHQWLYHVௐSOXVௐ
ௐௐDFTXLVLWLRQௐIHHௐVXEMHFWௐWRௐ
GHDOHUௐDYDLODELOLW\
&DQDGD
ௐ%DVHௐ3XUFKDVHௐ3ULFHௐIURPௐ'HDOHUௐ/HVVௐ
ௐ
$SSOLFDEOHௐ0DQXIDFWXUHUௐ,QFHQWLYHVௐ3OXVௐ
&RXUWHV\ௐ
'HOLYHU\ௐ)HHVௐௐGHSHQGHGௐRQௐ'HOLYHU\ௐ
/RFDWLRQௐ3OXVௐ
ௐௐ$FTXLVLWLRQௐIHH
)RUHLJQௐ'HDOHUௐ6WRFNௐ9HKLFOHV 86
ௐ'HDOHUௐ3URYLGHGௐ,QYRLFHௐ
/HVVௐ
ௐ$SSOLFDEOHௐ,QFHQWLYHVௐ
SOXVௐ
ௐௐDFTXLVLWLRQௐIHHௐ
VXEMHFWௐWRௐGHDOHUௐDYDLODELOLW\
&DQDGD
ௐ%DVHௐ3XUFKDVHௐ3ULFHௐ
IURPௐ'HDOHUௐ/HVVௐ
ௐ$SSOLFDEOHௐ
0DQXIDFWXUHUௐ,QFHQWLYHVௐ3OXVௐ
&RXUWHV\ௐ'HOLYHU\ௐ)HHVௐ
ௐGHSHQGHGௐRQௐ'HOLYHU\ௐ
/RFDWLRQௐ3OXVௐ
ௐௐ
$FTXLVLWLRQௐIHH
86 ௐ'HDOHUௐ3URYLGHGௐ,QYRLFHௐ/HVVௐ
ௐ$SSOLFDEOHௐ
,QFHQWLYHVௐSOXVௐ
ௐௐDFTXLVLWLRQௐIHHௐVXEMHFWௐWRௐ
GHDOHUௐDYDLODELOLW\
&DQDGD
ௐ%DVHௐ3XUFKDVHௐ3ULFHௐIURPௐ'HDOHUௐ/HVVௐ
ௐ
$SSOLFDEOHௐ0DQXIDFWXUHUௐ,QFHQWLYHVௐ3OXVௐ
&RXUWHV\ௐ
'HOLYHU\ௐ)HHVௐௐGHSHQGHGௐRQௐ'HOLYHU\ௐ
/RFDWLRQௐ3OXVௐ
ௐௐ$FTXLVLWLRQௐIHH
Bid Number: RFP 030122 Vendor Name: Enterprise Fleet Management, Inc.
7DEOH%
3ULFLQJ*ULG
,QFHQWLYHV
3URYLGHGHWDLOHGSULFLQJLQIRUPDWLRQLQWKHWDEOHEHORZ /LQH
,WHP 7\SH &KDUJHG3HUFHQWDJH 'HWDLOV
)HGHUDOௐ7D[ௐ,QFHQWLYHV ௐRIௐHQGௐXVHUௐHOLJLEOHௐLQFHQWLYHVௐDUHௐSDVVHGௐWRௐ WKHௐPHPEHU
6WDWHௐ7D[ௐ,QFHQWLYHV ௐRIௐHQGௐXVHUௐHOLJLEOHௐLQFHQWLYHVௐDUHௐSDVVHGௐWRௐ WKHௐPHPEHU
0DQXIDFWXUHUௐ,QFHQWLYHV ௐRIௐHQGௐXVHUௐHOLJLEOHௐLQFHQWLYHVௐDUHௐSDVVHGௐWRௐ WKHௐPHPEHU
7DEOH&
3ULFLQJ*ULG
0DLQWHQDQFH )HHV
3URYLGHGHWDLOHGSULFLQJLQIRUPDWLRQLQWKHWDEOHEHORZ /LQH
,WHP 7\SH &KDUJHG3HUFHQWDJH 'HWDLOV
)L[HGௐ0DLQWHQDQFH 9DULDEOHௐ
$YJௐ
ௐSHUௐ
PRQWKௐSHUௐYHKLFOH
3ULFLQJௐRQௐDYHUDJHௐLVௐ
ௐEDVHGௐRQௐYHKLFOHௐW\SHௐ
DQGௐDQWLFLSDWHGௐPLOHVௐDQGௐXVDJHௐGULYHQௐRYHUௐWHUPௐWKHௐ
SULFLQJௐFDQௐDOVRௐEHௐPRGLILHGௐWRௐLQFOXGHௐRUௐH[FOXGHௐ
EUDNHVௐDQGௐWLUHVௐGHSHQGLQJௐRQௐZKDWௐLVௐWKHௐEHVWௐ
LQWHUHVWௐRIௐWKHௐPHPEHUௐ&RYHUDJHௐLVௐDYDLODEOHௐXSௐWRௐ
ௐPLOHVௐFRYHUVௐDOOௐURXWLQHௐPDLQWHQDQFHௐ
UHFRPPHQGHGௐE\ௐWKHௐPDQXIDFWXUHUௐDQGௐDQ\ௐXQSODQQHGௐ
UHSDLUVௐWKDWௐFRPHௐXSௐDVௐORQJௐDVௐWKH\ௐDUHௐQRWௐDEXVH
2FFXUDQFHௐ0DLQWHQDQFH ௐSHUௐPRQWKௐFDUGௐIHHௐSHUௐ
YHKLFOHௐSOXVௐFRVWௐRIௐVHUYLFHௐDQGௐ
SDUWV
ௐSHUௐPRQWKௐFDUGௐIHHௐSHUௐYHKLFOHௐSOXVௐFRVWௐRIௐ
VHUYLFHௐDQGௐSDUWV
0DQDJHPHQWௐ)HH ௐIRUௐ)DFWRU\ௐ2UGHUHGௐ
9HKLFOHVௐௐௐIRUௐ'HDOHUௐ
6WRFNௐ9HKLFOHV
ௐIRUௐ)DFWRU\ௐ2UGHUHGௐ9HKLFOHVௐௐௐIRUௐ
'HDOHUௐ6WRFNௐ9HKLFOHV
6HUYLFHௐ&KDUJH 86ௐ
&DQDGDௐ
86ௐ
&DQDGDௐ
/HDVHௐ7HUPLQDWLRQௐ)HH ௐ7HUPLQDWLRQௐ)HHௐIRUௐ(TXLW\ௐ /HDVHVௐ7HUPLQDWLRQௐ)HHVௐIRUௐ
1HWௐ/HDVHVௐDUHௐDQௐDPRXQWௐ
HTXDOௐWRௐWKUHHௐPRQWKVௐUHQWௐSOXVௐ
ௐRIௐWKHௐWRWDOௐUHQWௐGXHௐXQGHUௐ
WKHௐPDVWHUௐZDONௐDZD\ௐOHDVHௐ
DJUHHPHQWௐVHFWLRQௐ
ௐ7HUPLQDWLRQௐ)HHௐIRUௐ(TXLW\ௐ/HDVHVௐ7HUPLQDWLRQௐ
)HHVௐIRUௐ1HWௐ/HDVHVௐDUHௐDQௐDPRXQWௐHTXDOௐWRௐWKUHHௐ
PRQWKVௐUHQWௐSOXVௐௐRIௐWKHௐWRWDOௐUHQWௐGXHௐXQGHUௐWKHௐ
PDVWHUௐZDONௐDZD\ௐOHDVHௐDJUHHPHQWௐVHFWLRQௐ
,QWHULPௐ,QWHUHVW
<HV1Rௐ+RZௐLVௐLWௐFDOFXODWHG"
12 1$
5HVDOHௐ)HH
)RUௐHDFKௐ9HKLFOHௐVROGௐWKHௐ(QGௐ8VHUௐ0HPEHUௐVKDOOௐ
SD\ௐ(QWHUSULVHௐDௐIHHௐRIௐ
ௐ
³6HUYLFHௐ)HH´
ௐSOXVௐ
WRZLQJௐDWௐSUHYDLOLQJௐUDWHVௐDSSOLHVௐWRௐPHPEHUௐ
RZQHGQRQ‐OHDVHGௐXQLWV
3URYLGHௐIHHVௐQRWௐOLVWHGௐௐUDWH 2SWLRQDOௐVHUYLFHVௐRIIHUHG (QWHUSULVHௐ)OHHWௐ0DQDJHPHQWௐRIIHUVௐDGGLWLRQDOௐ VHUYLFHVௐWRௐRXUௐFOLHQWVௐWKHVHௐSURJUDPVௐDQGௐSODQVௐDUHௐ
GHVFULEHGௐLQௐWKHௐWHFKQLFDOௐSURSRVDOௐXQGHUௐWKHௐSULFLQJௐ
JULG
7DEOH
3ULFLQJ2IIHUHG
/LQH
,WHP 7KH3ULFLQJ2IIHUHGLQWKLV3URSRVDOLV
&RPPHQWV
DWKHVDPHDVWKH3URSRVHUW\SLFDOO\RIIHUVWRDQLQGLYLGXDOPXQLFLSDOLW\XQLYHUVLW\RUVFKRROGLVWULFW Bid Number: RFP 030122 Vendor Name: Enterprise Fleet Management, Inc.
7DEOH
$XGLWDQG$GPLQLVWUDWLYH)HH
/LQH
,WHP 4XHVWLRQ 5HVSRQVH
6SHFLILFDOO\ௐGHVFULEHௐDQ\ௐVHOIDXGLWௐSURFHVVௐRUௐSURJUDPௐWKDWௐ\RXௐ SODQௐWRௐHPSOR\ௐWRௐYHULI\ௐFRPSOLDQFHௐZLWKௐ\RXUௐSURSRVHGௐ&RQWUDFW ZLWKௐ6RXUFHZHOOௐ7KLVௐSURFHVVௐLQFOXGHVௐHQVXULQJௐWKDWௐ6RXUFHZHOO SDUWLFLSDWLQJௐHQWLWLHVௐREWDLQௐWKHௐSURSHUௐSULFLQJௐWKDWௐWKHௐ9HQGRUௐ UHSRUWVௐDOOௐVDOHVௐXQGHUௐWKHௐ&RQWUDFWௐHDFKௐTXDUWHUௐDQGௐWKDWௐWKH 9HQGRUௐUHPLWVௐWKHௐSURSHUௐDGPLQLVWUDWLYHௐIHHௐWRௐ6RXUFHZHOOௐ3URYLGHௐ VXIILFLHQWௐGHWDLOௐWRௐVXSSRUWௐ\RXUௐDELOLW\ௐWRௐUHSRUWௐTXDUWHUO\ௐVDOHVௐWRௐ 6RXUFHZHOOௐDVௐGHVFULEHGௐLQௐWKHௐ&RQWUDFWௐWHPSODWH
(QWHUSULVHௐZLOOௐVHWௐDௐSULFLQJௐSODQௐXSௐIRUௐWKHௐ6RXUFHZHOOௐ SURJUDPௐZLWKLQௐRXUௐV\VWHPௐ7KLVௐSULFLQJௐSODQௐZLOOௐEHௐKDUG FRGHGௐIRUௐDOOௐ6RXUFHZHOOௐPHPEHUVௐDQGௐFDQQRWௐEHௐGHYLDWHGௐ IURPௐE\ௐDQ\ௐVDOHVௐRUௐVXSSRUWௐWHDPௐPHPEHUௐ
4XDUWHUO\ௐZHௐZLOOௐUHYLHZௐGHOLYHULHVௐWKDWௐKDYHௐEHHQௐSODFHGௐ DQGௐGHOLYHUHGௐWKURXJKௐWKHௐ6RXUFHZHOOௐSURJUDPௐWRௐHQVXUHௐ FRPSOLDQFHௐDQGௐDFFXUDF\ௐ:HௐZLOOௐSURYLGHௐDௐGHWDLOHGௐ
EUHDNGRZQௐWRௐ6RXUFHZHOOௐPRQWKO\ௐRUௐTXDUWHUO\ௐIRUௐUHYLHZௐ GHSHQGLQJௐRQௐSUHIHUHQFH
,Iௐ\RXௐDUHௐDZDUGHGௐDௐFRQWUDFWௐSURYLGHௐDௐIHZௐH[DPSOHVௐRIௐLQWHUQDOௐ PHWULFVௐWKDWௐZLOOௐEHௐWUDFNHGௐWRௐPHDVXUHௐZKHWKHUௐ\RXௐDUHௐKDYLQJௐ VXFFHVVௐZLWKௐWKHௐFRQWUDFW
([DPSOHௐPHWULFVௐWRௐEHௐWUDFNHGௐDQGௐPHDVXUHGௐDUHௐQHZௐ
FXVWRPHUVௐXWLOL]LQJௐWKHௐDZDUGHGௐFRQWUDFWௐWRWDOௐRUGHUVௐDQGௐ WRWDOௐGHOLYHULHV
2XUௐJRDOௐLVௐWRௐFUHDWHௐOLIHORQJௐUHODWLRQVKLSVௐZLWKௐDOOௐRIௐRXUௐ (QWHUSULVHௐFXVWRPHUVௐ$VௐDௐUHVXOWௐZHௐFROOHFWௐFXVWRPHUௐ VDWLVIDFWLRQௐUHVXOWVௐIURPௐDௐYDULHW\ௐRIௐVRXUFHVௐWRௐHQVXUHௐZHௐ DUHௐPHHWLQJௐRXUௐFXVWRPHUV
ௐQHHGVௐ7KRVHௐVRXUFHVௐLQFOXGHௐ
RXUௐLQWHUQDOௐ6HUYLFHௐ4XDOLW\ௐLQGH[ௐ
64L
ௐSURFHVVௐH[WHUQDOௐ
VXUYH\VௐVXFKௐDVௐWKHௐ-'ௐ3RZHUௐ6DWLVIDFWLRQௐ6XUYH\ௐDQGௐDௐ UDQJHௐRIௐRWKHUௐFXVWRPHUௐVHUYLFHௐLQTXLULHVௐ7KHௐUHVXOWVௐDUHௐ FORVHO\ௐPRQLWRUHGௐDQGௐDQ\ௐQHFHVVDU\ௐFKDQJHVௐDUHௐPDGHௐWRௐ LPSURYHௐFXVWRPHUௐVDWLVIDFWLRQ
,GHQWLI\ௐDௐSURSRVHGௐDGPLQLVWUDWLYHௐIHHௐWKDWௐ\RXௐZLOOௐSD\ௐWRௐ 6RXUFHZHOOௐIRUௐIDFLOLWDWLQJௐPDQDJLQJௐDQGௐSURPRWLQJௐWKHௐ6RXUFHZHOOௐ &RQWUDFWௐLQௐWKHௐHYHQWௐWKDWௐ\RXௐDUHௐDZDUGHGௐDௐ&RQWUDFWௐௐ7KLVௐIHHௐ LVௐW\SLFDOO\ௐFDOFXODWHGௐDVௐDௐSHUFHQWDJHௐRIௐ9HQGRU¶VௐVDOHVௐXQGHUௐWKHௐ &RQWUDFWௐRUௐDVௐDௐSHUXQLWௐIHH
ௐLWௐLVௐQRWௐDௐOLQHLWHPௐDGGLWLRQௐWRௐWKHௐ
0HPEHU¶VௐFRVWௐRIௐJRRGVௐ
6HHௐWKHௐ5)3ௐDQGௐWHPSODWHௐ&RQWUDFWௐIRUௐ
DGGLWLRQDOௐGHWDLOV
(QWHUSULVHௐZLOOௐRIIHUௐ6RXUFHZHOOௐDQGௐ\RXUௐPHPEHUVௐDFFHVVௐWRௐ RXUௐIOHHWௐPDQDJHPHQWௐSURJUDPௐDQGௐSD\ௐ6RXUFHZHOOௐDௐ
TXDUWHUO\ௐPDUNHWLQJௐIHHௐEDVHGௐXSRQௐWKHௐYROXPHௐRIௐ&RPELQHGௐ 1HZௐ'HOLYHULHVௐJHQHUDWHGௐDVௐGHILQHGௐEHORZௐௐ
'HOLYHULHVௐWRௐTXDOLILHGௐPHPEHUVௐGXULQJௐWKHௐWHUPௐRIௐWKHௐ FRQWUDFWௐLVௐௐSHUௐQHZௐGHOLYHU\
4XDOLILHGௐPHPEHUVௐDUHௐHOLJLEOHௐPHPEHUVௐZKRௐXWLOL]HௐWKHௐ $JUHHPHQWௐEHWZHHQௐ6RXUFHZHOOௐDQGௐ(QWHUSULVHௐ)OHHWௐ
0DQDJHPHQWௐDVௐDQௐDSSURYHGௐPHDQVௐWRௐVDWLVI\ௐSURSHUௐGXHௐ
GLOLJHQFHௐDQGௐFRPSHWLWLYHௐUHTXLUHPHQWV
(QWHUSULVHௐ)OHHWௐ0DQDJHPHQWௐUHWDLQVௐWKHௐULJKWௐWRௐRIIHUௐ GLVFRXQWHGௐSURPRWLRQDOௐSULFLQJௐRQௐDௐPDUNHWௐE\ௐPDUNHWௐEDVLV
Bid Number: RFP 030122 Vendor Name: Enterprise Fleet Management, Inc.
7DEOH$
'HSWKDQG%UHDGWKRI2IIHUHG(TXLSPHQW3URGXFWVDQG6HUYLFHV /LQH
,WHP 4XHVWLRQ 5HVSRQVH
3URYLGHௐDௐGHWDLOHGௐGHVFULSWLRQௐRIௐWKHௐ
HTXLSPHQWௐSURGXFWVௐDQGௐVHUYLFHVௐWKDWௐ\RXௐ
DUHௐRIIHULQJௐLQௐ\RXUௐSURSRVDO
(QWHUSULVHௐ)OHHWௐ0DQDJHPHQWௐRIIHUVௐDௐIXOOௐUDQJHௐRIௐFXVWRPL]DEOHௐIOHHWௐVROXWLRQVௐWRௐ RXUௐFXVWRPHUVௐLQFOXGLQJ
ௐௐௐௐ7RWDOௐFRVWௐRIௐRZQHUVKLSௐDQDO\VLVௐDQGௐFRPSDULVRQV
ௐௐௐௐ'HGLFDWHGௐORFDOௐDFFRXQWௐWHDPௐDVVLJQHGௐWRௐHDFKௐFOLHQWௐWRௐPDNHௐRQJRLQJௐFRVWௐ VDYLQJௐUHFRPPHQGDWLRQV
ௐௐௐௐ&RPSDQ\ௐIOHHWௐSROLF\ௐFRQVXOWDWLRQௐௐௐௐௐௐௐ
ௐௐௐௐ,QVXUDQFHௐFRQVXOWDWLRQௐDQGௐSURJUDPV
ௐௐௐௐ&XVWRPL]DEOHௐOHDVHௐRSWLRQVௐDQGௐILQDQFLQJ
ௐௐௐௐ'HWDLOHGௐGULYHUௐDQDO\VLV
ௐௐௐௐ)OHHWௐVHOHFWLRQௐDQGௐDFTXLVLWLRQ
ௐௐௐௐ0DLQWHQDQFHௐDQGௐIXHOௐSURJUDPௐPDQDJHPHQWௐIRUௐERWKௐOHDVHGௐDQGௐFOLHQWௐRZQHGௐ
YHKLFOHV
ௐௐௐௐ)RXU\HDUௐFRVWௐPRGHOௐGHYHORSPHQW
ௐௐௐௐ/LFHQVHௐWLWOHௐDQGௐUHQHZDOௐVHUYLFHVௐIRUௐERWKௐOHDVHGௐDQGௐFOLHQWௐRZQHGௐYHKLFOHV ௐௐௐௐ&XVWRPL]DEOHௐZHEVLWHௐGDVKERDUGௐZLWKௐQHDUௐUHDOWLPHௐGDWDௐDQGௐUHSRUWLQJ ௐௐௐௐ5HPDUNHWLQJௐDQGௐUHVDOHௐIRUௐERWKௐOHDVHGௐDQGௐFOLHQWௐRZQHGௐYHKLFOHV ௐௐௐௐ'ULYHUௐ6DIHW\ௐSURJUDPV
:LWKLQௐWKLVௐ5)3ௐFDWHJRU\ௐWKHUHௐPD\ௐEHௐ
VXEFDWHJRULHVௐRIௐVROXWLRQVௐ/LVWௐVXEFDWHJRU\ௐ
WLWOHVௐWKDWௐEHVWௐGHVFULEHௐ\RXUௐSURGXFWVௐDQGௐ
VHUYLFHV
2XUௐFOLHQWVௐHQMR\ௐWKHௐEHQHILWVௐRIௐ(QWHUSULVH¶VௐVXVWDLQHGௐ\HDUௐLQYHVWPHQWௐLQௐ LQIUDVWUXFWXUHௐWKDWௐHQDEOHVௐXVௐWRௐTXLFNO\ௐDQGௐHIILFLHQWO\ௐPRYHௐYHKLFOHVௐLQWRௐDQGௐRXWௐRIௐ VHUYLFHௐ7KLVௐLQFOXGHVௐௐVWDJLQJௐJURXQGVௐWKURXJKRXWௐWKHௐ86ௐDQGௐ&DQDGDௐVWDIIHGௐ E\ௐௐGHGLFDWHGௐUHPDUNHWLQJௐVSHFLDOLVWVௐDVௐZHOOௐDVௐௐSURIHVVLRQDOVௐDWௐRXUௐ FRUSRUDWHௐRIILFHௐ:HௐKDYHௐWHDPVௐGHGLFDWHGௐWRௐVSHFLILFௐDVSHFWVௐRIௐRXUௐVHUYLFHௐ LQFOXGLQJௐ/LFHQVHௐDQGௐ7LWOHௐ0DLQWHQDQFHௐ5LVNௐ0DQDJHPHQWௐ$FFRXQWLQJௐ,QIRUPDWLRQௐ 7HFKQRORJ\ௐDQGௐ9HKLFOHௐ$FTXLVLWLRQ
$VௐDௐUHVXOWௐ(QWHUSULVHௐ)OHHWௐ0DQDJHPHQWௐLVௐDEOHௐWRௐSURYLGHௐ6RXUFHZHOOௐZLWKௐDௐ FRPSOHWHௐIOHHWௐPDQDJHPHQWௐSURJUDPௐWKDWௐLQFOXGHV
ௐ)OHHWௐFRVWௐDQDO\VLV
ௐ&RPSDQ\ௐIOHHWௐSROLF\ௐFRQVWLWXWLRQ
ௐ,QVXUDQFHௐFRQVXOWDWLRQ
ௐ'HWDLOHGௐGULYHUௐDQDO\VLV
ௐ)OHHWௐVHOHFWLRQ
ௐ0DLQWHQDQFHௐDQGௐIXHOௐSURJUDPௐPDQDJHPHQW
ௐ&XVWRPL]HGௐIOHHWௐSODQௐEDVHGௐRQௐ\RXUௐVSHFLILFௐQHHGV
:HௐDOVRௐSURYLGHௐDௐUDQJHௐRIௐDQFLOODU\ௐVROXWLRQVௐWRௐDGGUHVVௐVSHFLILFௐQHHGVௐWKURXJKRXWௐ WKHௐYHKLFOHௐOLIHF\FOH
ௐ8QLYHUVDOௐIXHOௐFDUGௐPDQDJHPHQW
ௐ3HUVRQDOXVHௐUHSRUWLQJ
ௐ9HKLFOHௐVKDULQJௐWHFKQRORJ\
ௐ0DLQWHQDQFHௐVHUYLFHVௐIURPௐ$6(FHUWLILHGௐWHFKQLFLDQV
ௐ$FFLGHQWௐ0DQDJHPHQWௐVHUYLFHVௐIURPௐ,&$5ௐFHUWLILHGௐSURIHVVLRQDOV ௐ,QVXUDQFHௐFRYHUDJHௐWKURXJKௐRXUௐEURNHUௐ/RFNWRQ
Bid Number: RFP 030122 Vendor Name: Enterprise Fleet Management, Inc.
Bid Number: RFP 030122 Vendor Name: Enterprise Fleet Management, Inc.
Table 148: Depth and 8readth of Offered Equipment Products and Services Indicate below if the listed types or classes of equipment, products, and services are offered within your proposal. Provide additional comments in the text box provided, as necessary.
ine
Item Cate or or T pe Offered Comments
90 Services for the acquisition by Sourcewell participating entities, whether by lease or financing, of on-road vehicles of all types or classifications, all weight classes, and all engine types Yes
No
As the largest purchaser of vehicles in
North America, Enterprise has the ability
to acquire vehicles from nearly any
manufacturer. This includes specialty
vehicles and Emergency Response
Vehicles.
*
91 New vehicle service and preparation for the vehicles described in Line 90 above, such as, pre-delivery inspection, parts and accessories installation, and vehicle marking application or installation
Yes
No
Through our Fleet Management programs
we are able to offer all of these services. *
92 Preventative maintenance plans, vehicle maintenance and repair services, and related service level agreements for Sourcewell participating entity on-road vehicle fleets of all types Yes
No
Through our Fleet Management programs
we are able to offer all of these services. *
93 In addition to the solutions described in Lines 90-92 above, proposers may include a complementary offering of the following ancillary services:
i. Short-term rental programs;
ii. Upfitting of after-market programs;
iii. Fleet management information technologies, such as:
telematics, fleet monitoring, fuel management, fuel tank management, and motor pool/fleet sharing software and systems; iv. Roadside assistance including towing, emergency towing, and repairs;
v. Installation, operation, and maintenance of dedicated charging and fueling stations; and
vi. Vehicle battery longevity monitoring and replacement plans.
Yes
No
Through our Fleet Management programs
we are able to offer all of these services.
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 our submission document(s) conforms to the following :
1. Documents in PDF format are preferred. Documents in Word, Excel, or compatible formats may also be provided.
2. Documents should NOT have a security password, as Sourcewell may not be able to open the file. It is your sole responsibility to ensure that the uploaded document(s) are not either defective, corrupted or blank and that the documents can be opened and viewed by Sourcewell.
3. Sourcewell may reject any response where any document(s) cannot be opened and viewed by Sourcewell.
4. If you need to upload more than one (1) document for a single item, you should combine the documents into one zipped file. If the zipped file contains more than one (1) document, ensure each document is named, in relation to the submission format item responding to. For example, if responding to the Marketing Plan category save the document as "Marketing Plan." Pricing - Pricing-Final.xlsx - Tuesday March 01, 2022 14:16:51 Financial Strength and Stability - Enterprise Financial Stability.pdf - Tuesday March 01, 2022 14:16:39 Marketing Plan/Samples - Sample Marketing Plan.pdf - Tuesday March 01, 2022 14:19:21 WM8E/M8E/S8E or Related Certificates - Wade Ford 2022 GMSDC Certificate.pdf - Tuesday March 01, 2022 14:27:57 Warranty Information - Sample Warranty Information.pdf - Tuesday March 01, 2022 14:26:14 Standard Transaction Document Samples - Sample Quote 2427574.pdf - Tuesday March 01, 2022 15:27:53 Upload Additional Document - Sourcewell Submission.zip - Tuesday March 01, 2022 14:20:22
$GGHQGD7HUPVDQG&RQGLWLRQV
352326(5$)),'$9,7$1'$6685$1&(2)&203/,$1&(
,FHUWLI\WKDW,DPWKHDXWKRUL]HGUHSUHVHQWDWLYHRIWKH3URSRVHUVXEPLWWLQJWKHIRUHJRLQJ3URSRVDOZLWKWKHOHJDODXWKRULW\WRELQGWKH 3URSRVHUWRWKLV$IILGDYLWDQG$VVXUDQFHRI&RPSOLDQFH
7KH3URSRVHULVVXEPLWWLQJWKLV3URSRVDOXQGHULWVIXOODQGFRPSOHWHOHJDOQDPHDQGWKH3URSRVHUOHJDOO\H[LVWVLQJRRGVWDQGLQJLQ WKHMXULVGLFWLRQRILWVUHVLGHQFH
7KH3URSRVHUZDUUDQWVWKDWWKHLQIRUPDWLRQSURYLGHGLQWKLV3URSRVDOLVWUXHFRUUHFWDQGUHOLDEOHIRUSXUSRVHVRIHYDOXDWLRQIRU FRQWUDFWDZDUG
7KH3URSRVHULQFOXGLQJDQ\SHUVRQDVVLVWLQJZLWKWKHFUHDWLRQRIWKLV3URSRVDOKDVDUULYHGDWWKLV3URSRVDOLQGHSHQGHQWO\DQGWKH 3URSRVDOKDVEHHQFUHDWHGZLWKRXWFROOXGLQJZLWKDQ\RWKHUSHUVRQFRPSDQ\RUSDUWLHVWKDWKDYHRUZLOOVXEPLWDSURSRVDOXQGHU WKLVVROLFLWDWLRQ
DQGWKH3URSRVDOKDVLQDOOUHVSHFWVEHHQFUHDWHGIDLUO\ZLWKRXWDQ\IUDXGRUGLVKRQHVW\7KH3URSRVHUKDVQRW GLUHFWO\RULQGLUHFWO\HQWHUHGLQWRDQ\DJUHHPHQWRUDUUDQJHPHQWZLWKDQ\SHUVRQRUEXVLQHVVLQDQHIIRUWWRLQIOXHQFHDQ\SDUWRI WKLVVROLFLWDWLRQRURSHUDWLRQVRIDUHVXOWLQJFRQWUDFW DQGWKH3URSRVHUKDVQRWWDNHQDQ\DFWLRQLQUHVWUDLQWRIIUHHWUDGHRU FRPSHWLWLYHQHVVLQFRQQHFWLRQZLWKWKLVVROLFLWDWLRQ$GGLWLRQDOO\LI3URSRVHUKDVZRUNHGZLWKDFRQVXOWDQWRQWKH3URSRVDOWKH FRQVXOWDQW
DQLQGLYLGXDORUDFRPSDQ\
KDVQRWDVVLVWHGDQ\RWKHUHQWLW\WKDWKDVVXEPLWWHGRUZLOOVXEPLWDSURSRVDOIRUWKLV VROLFLWDWLRQ
7RWKHEHVWRILWVNQRZOHGJHDQGEHOLHIDQGH[FHSWDVRWKHUZLVHGLVFORVHGLQWKH3URSRVDOWKHUHDUHQRUHOHYDQWIDFWVRU FLUFXPVWDQFHVZKLFKFRXOGJLYHULVHWRDQRUJDQL]DWLRQDOFRQIOLFWRILQWHUHVW$QRUJDQL]DWLRQDOFRQIOLFWRILQWHUHVWH[LVWVZKHQD YHQGRUKDVDQXQIDLUFRPSHWLWLYHDGYDQWDJHRUWKHYHQGRU¶VREMHFWLYLW\LQSHUIRUPLQJWKHFRQWUDFWLVRUPLJKWEHLPSDLUHG 7KHFRQWHQWVRIWKH3URSRVDOKDYHQRWEHHQFRPPXQLFDWHGE\WKH3URSRVHURULWVHPSOR\HHVRUDJHQWVWRDQ\SHUVRQQRWDQ HPSOR\HHRUOHJDOO\DXWKRUL]HGDJHQWRIWKH3URSRVHUDQGZLOOQRWEHFRPPXQLFDWHGWRDQ\VXFKSHUVRQVSULRUWR'XH'DWHRIWKLV VROLFLWDWLRQ
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
7KH3URSRVHUZLOOFRPSO\ZLWKDOODSSOLFDEOHSURYLVLRQVRIIHGHUDOVWDWHDQGORFDOODZVUHJXODWLRQVUXOHVDQGRUGHUV 7KH3URSRVHUXQGHUVWDQGVWKDW6RXUFHZHOOZLOOUHMHFW5)3SURSRVDOVWKDWDUHPDUNHGFRQILGHQWLDO RUQRQSXEOLFHWF
HLWKHU
VXEVWDQWLDOO\RULQWKHLUHQWLUHW\8QGHU0LQQHVRWD6WDWXWHV6HFWLRQ VXEGLYLVLRQDOOSURSRVDOVDUHFRQVLGHUHGQRQSXEOLF GDWDXQWLOWKHHYDOXDWLRQLVFRPSOHWHDQGD&RQWUDFWLVDZDUGHG$WWKDWSRLQWSURSRVDOVEHFRPHSXEOLFGDWD0LQQHVRWD6WDWXWHV 6HFWLRQSHUPLWVRQO\FHUWDLQQDUURZO\GHILQHGGDWDWREHFRQVLGHUHGDWUDGHVHFUHWDQGWKXVQRQSXEOLFGDWDXQGHU 0LQQHVRWD
V'DWD3UDFWLFHV$FW
3URSRVHULWVHPSOR\HHVDJHQWVDQGVXEFRQWUDFWRUVDUHQRW
,QFOXGHGRQWKH³6SHFLDOO\'HVLJQDWHG1DWLRQDOVDQG%ORFNHG3HUVRQV´OLVWPDLQWDLQHGE\WKH2IILFHRI)RUHLJQ$VVHWV&RQWURO RIWKH8QLWHG6WDWHV'HSDUWPHQWRIWKH7UHDVXU\IRXQGDW KWWSV
ZZZWUHDVXU\JRYRIDFGRZQORDGVVGQOLVWSGI
,QFOXGHGRQWKHJRYHUQPHQWZLGHH[FOXVLRQVOLVWVLQWKH8QLWHG6WDWHV6\VWHPIRU$ZDUG0DQDJHPHQWIRXQGDW
KWWSV
VDPJRY6$0
RU
3UHVHQWO\GHEDUUHGVXVSHQGHGSURSRVHGIRUGHEDUPHQWGHFODUHGLQHOLJLEOHRUYROXQWDULO\H[FOXGHGIURPSURJUDPVRSHUDWHG Bid Number: RFP 030122 Vendor Name: Enterprise Fleet Management, Inc.
E\WKH6WDWHRI0LQQHVRWD
WKH8QLWHG6WDWHVIHGHUDOJRYHUQPHQWRUWKH&DQDGLDQJRYHUQPHQWDVDSSOLFDEOH RUDQ\
3DUWLFLSDWLQJ(QWLW\9HQGRUFHUWLILHVDQGZDUUDQWVWKDWQHLWKHULWQRULWVSULQFLSDOVKDYHEHHQFRQYLFWHGRIDFULPLQDORIIHQVH UHODWHGWRWKHVXEMHFWPDWWHURIWKLVVROLFLWDWLRQ
%\FKHFNLQJWKLVER[,DFNQRZOHGJHWKDW,DPERXQGE\WKHWHUPVRIWKH3URSRVHU¶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
7KH%LGGHUDFNQRZOHGJHVDQGDJUHHVWKDWWKHDGGHQGXPDGGHQGDEHORZIRUPSDUWRIWKH%LG'RFXPHQW &KHFNWKHER[LQWKHFROXPQ,KDYHUHYLHZHGWKLVDGGHQGXPEHORZWRDFNQRZOHGJHHDFKRIWKHDGGHQGD )LOH1DPH
,KDYHUHYLHZHGWKH
EHORZDGGHQGXPDQG
DWWDFKPHQWV
LI
DSSOLFDEOH
3DJHV
$GGHQGXPBB)OHHWB0JPWB6HUYLFHVB5)3B
0RQ)HEUXDU\
30
$GGHQGXPBB)OHHWB0JPWB6HUYLFHVB5)3B
7KX)HEUXDU\
$0
$GGHQGXPBB)OHHWB0JPWB6HUYLFHVB5)3B
7KX-DQXDU\
30
Bid Number: RFP 030122 Vendor Name: Enterprise Fleet Management, Inc.
City of Los Alamitos
CITY COUNCIL AGENDA REPORT
MEETING DATE: December 18, 2023 ITEM NUMBER: 11A
To: Mayor Tanya Doby & Members of the City Council
Presented By: Windmera Quintanar, City Clerk
Subject: Comments by Outgoing Mayor Tanya Doby
SUMMARY
RECOMMENDATION
BACKGROUND
DISCUSSION
FISCAL IMPACT
Attachment: None
City of Los Alamitos
CITY COUNCIL AGENDA REPORT
MEETING DATE: December 18, 2023 ITEM NUMBER: 11B
To: Mayor Tanya Doby & Members of the City Council
Presented By: Robert Acosta, Support Services Manager
Subject: Presentation to Mayor Tanya Doby from the City for her tenure as Mayor
SUMMARY
RECOMMENDATION
BACKGROUND
DISCUSSION
FISCAL IMPACT
Attachment: None
City of Los Alamitos
CITY COUNCIL AGENDA REPORT
MEETING DATE: December 18, 2023 ITEM NUMBER: 11C
To: Mayor Tanya Doby & Members of the City Council
Presented By: Windmera Quintanar, City Clerk
Subject: City Council Reorganization
SUMMARY
This report provides relevant information for the City Council’s annual reorganization, by the election of Mayor and Mayor Pro Tem. The City’s Charter requires roll call votes be taken for the election of these two Officers.
RECOMMENDATION
Elect Officers for the position of Mayor and Mayor Pro Tem by roll call vote.
BACKGROUND
Administrative Regulation 2.1, adopted on December 6, 2004, requires the elections for the Office of Mayor and the Office of Mayor Pro Tem occur annually at the first regular meeting in December. The Mayor and the Mayor Pro Tem serve at the pleasure of the City Council.
DISCUSSION
The City Clerk will conduct the election for the Office of Mayor. The newly elected Mayor would then conduct the election for the Office of Mayor Pro Tem. Each election shall be conducted by a roll call vote of the City Council.
Nominations will be considered in the order received. A second is not required for nominations. The City’s Charter requires roll call votes be taken for the election of these two Officers.
FISCAL IMPACT
There is a nominal cost associated with this action, mainly for printing new business cards and name badges.
Attachment: None
City of Los Alamitos
CITY COUNCIL AGENDA REPORT
MEETING DATE: December 18, 2023 ITEM NUMBER: 11D
To: Mayor Tanya Doby & Members of the City Council
Presented By: Windmera Quintanar, City Clerk
Subject: City Council Member Appointments/Reappointments as Representatives to other Agencies and City Committees for 2024
SUMMARY
This report provides relevant information for the City Council’s annual appointments/reappointments of Council Members as representatives to other Agencies.
RECOMMENDATION
1. Nominate and vote for appointments/reappointments regarding the Representatives to Other Agencies; and,
2. Nominate and vote for appointment to the City's Budget Standing Committee; and,
3. Adopt Resolution No. 2023-32, entitled, “A RESOLUTION OF THE CITY COUNCIL OF
THE CITY OF LOS ALAMITOS, CALIFORNIA, DESIGNATING AND APPOINTING ITS REPRESENTATIVE TO THE ORANGE COUNTY FIRE AUTHORITY’S BOARD OF DIRECTORS”; and,
4. Authorize the City Clerk to complete California Form 806, Agency Report of: Public Official Appointments and post on the City’s website.
BACKGROUND
The City Council Members represent the City on various County and regional boards and committees. These external bodies range from the League of California Cities to the Orange County Transportation Authority. The issues and topics covered by these bodies range from housing to police dispatch services. Appointees serve as voting members on some of these boards and committees.
Traditionally, as a follow-up to the annual City Council reorganization, the City Council reviews its current appointments and considers new appointments and reappointments. Each appointment can be considered individually and the appointment list can be voted on as a whole by the City Council.
Due to the timing of other agencies installation of new members, it is prudent for Council to make its appointments in December.
Fair Political Practices Commission - Form 806
Form 806 is used to report additional compensation that officials receive when appointing themselves to positions on committees, boards or commissions of a public agency, special district, or joint powers agency or authority. The State of California Fair Political Practices Commission (FPPC) Regulation 18705.5 requires Council Members to recuse themselves from voting on non-City positions that receive a stipend of $250 or more per year. Should the City Council wish to vote for themselves on compensated committees, the City must post Form 806 regarding the appointments on the City’s website.
The City is in compliance with this regulation and posts Form 806 on the website; therefore, it is not necessary for Council Members to recuse themselves from voting for themselves on compensated non-City positions.
DISCUSSION
It would be appropriate for the City Council to review its current appointments and consider new appointments and re-appointments. Appointees are approved for travel-related expenses within the City Council's adopted budget to represent the City at various events.
All City Council appointments (Attachment 1) should be reviewed and voted upon this evening.
Items of interest are outlined below.
The League of California Cities (LOCC) – State Division The LOCC requires two separate appointments throughout the year; one for State meetings and one for the League’s Annual Conference. The appointment being made at this time is for attendance at the State Division of the League of California Cities meetings. At a later date closer to the Annual Conference, an alternate and delegate will be appointed for the League’s Annual Conference. Traditionally, the Mayor is appointed as delegate and the Mayor Pro Tem is appointed as alternate.
Los Alamitos Community Foundation (LACF)
At the October 18, 2021 City Council meeting, Council gave direction to Staff to begin the process of establishing a City Foundation. The Board Membership consists of five members from City districts, two business community members and two Council Members. Council appointed Shelley Hasselbrink and Mark Chirco to sit on the Board at it's February 28, 2022, Council meeting. Council Member Murphy previously served on the Foundation prior to being appointed to the City Council.
Orange County Fire Authority (OCFA)
Council Member Hasselbrink is the City’s current delegate. She was first appointed as the delegate to the OCFA Board of Directors December 2016 and served as the alternate in 2015.
As an OCFA Board Member, Council Member Hasselbrink has served on the Executive Board, Claims & Settlement Committee, Fire Chief Selection Ad Hoc (completed), and Cost Control Ad Hoc. She has also served as the Vice Chair for the Budget & Finance Committee. She served as Board President in 2020.
Orange County Mosquito and Vector Control District Board In December 2021, the City Council appointed Council Member Doby to the Orange County Mosquito and Vector Control District Board (OCMVCD) for a two-year term. Her term will
expire the first Monday in January 2024. Mayor Doby attended 39 of the 41 meetings held for a 95% record of attendance. The Board has requested the reappointment of Tanya Doby, or a successor, for the next term of office for either two or four years. Terms of office commence at noon on the first Monday in January.
Consideration of New Appointments
Association of California Cities - Orange County (ACC-OC) The City joined ACC-OC in 2023. Since joining ACC-OC, Council Member Tany Doby has been appointed to its Board of Directors. As such, it would be appropriate to appoint Council Member Doby as the delegate to this organization.
Representative of Intergovernmental Affairs
Leadership in 2023 spent a significant amount of time and energy building relationships with the City's elected officials. This delegate would work with Staff to maintain those relationships.
FISCAL IMPACT
None.
Attachment: 1. Blank City Council Appointments including Stipends (2024)
2. Resolution No. 2023-32 - OCFA Appointment
3. Form 806 (2024)
4. Adopted City Council Appointments (2023)
Association of California Cities - Orange County (ACC-OC) Annual Membership Fee 25108 Marguerite Pkwy, Suite A225 No stipendMission Viejo, CA 92692Contact: Lauren Kline, Director of Programs and OperationsEmail: [email protected] Selection Meeting No stipendAdministered by the OC Clerk of the BoardContact: Jamie Ross (714) 834-2206 Email: jamie.ross @ocgov.com
League of California Cities - State Division Annual Membership Fee1400 K. Street, Suite 400 No stipendSacramento, CA 95814Contact: Megan Dunn (916) 658-8291 Email: [email protected] Alamitos Community Foundation 6:00 p.m. No Stipend3191 Katella Ave. 2nd Monday of January, May, OctoberLos Alamitos, CA 90720 Special meetings as neededContact: Emeline Noda, [email protected] Established March 2022Orange County Fire Authority - Board of Directors 6:00 p.m. $100 per meeting, no more than 3 meetings/mo.1 Fire Authority Road 4th Thursday of every third month Limit of 1 stipend per day, paid quarterlyIrvine, CA 92602Contact: Maria HuizarEmail: [email protected] Orange County Library Advisory Board Meets 4 times a year (dates TBD) No stipend345 E. Main Street Tustin Branch Library - Community RoomTustin, CA 92780Contact: Alejandro Martinez (714) 566-3011Email: [email protected] County Mosquito Vector Control District 3:00 p.m. $100/per board meeting 13001 Garden Grove Blvd. 3rd Thursday of every month Board Meetings OnlyGarden Grove, CA 92643Contact: Tawnia Pett (714) 971-2421 x 166 Email: [email protected] County Sanitation District - Board of Directors 6:00 p.m. $300 per meeting, per day 10844 Ellis Avenue 4th Wednesday of Every MonthFountain Valley, CA 92708Contact: Kelly Lore (714) 593-7433 Email: [email protected] 2024 City Council Representatives to Other Agencies and Ad Hoc Committees
AGENCY MEETING INFORMATION STIPEND INFORMATION
City practice is to have the Mayor as the delegate and any member of the Council as the alternate. The appointment needs to be sent in writing.
Delegate Alternate
All Board Members may serve on Board Appointed Committees which meet monthly.
Delegate and Alternate both eligible for stipend; however, only 1 member paid per meeting. Maximum meetings: Directors (6) Chairman (10) All Board Members may serve on 1 out of 5 Board appointed committees which meet as needed.Varies. Includes, but not limited to, state and federal advocacy, annual Public Policymakers Academy and Leadership Conference, quarterly dinner programming, educational forums, and infrastructure tours.Annual Conference requires additional vote for Voting delegate and alternative.All Board Members may serve on 1 of 3 Board appointed Committees. Appointments need to be adopted in a CouncilResolution.
Delegate and Alternate both eligible for stipend; however, only 1 member paid per meeting
AGENCY MEETING INFORMATION STIPEND INFORMATION Delegate Alternate West Cities Communications Center -JPA Board 4:30 p.m. No stipend 911 Seal Beach Blvd. 3rd Tuesday in May, and November.Seal Beach, CA 90740Contact: Kasandra Edwards (562) 594-7243 Email: [email protected] Standing Committee Meets on an As-Needed Basis No stipend Standing Committee
Intergovernmental Affairs Representative Attends Meetings and events as needed No stipend Council Appointed Representative
PURPOSE MEETING INFORMATION STIPEND INFORMATION Delegate Delegate 2024 City Council Committees/Representatives
RESOLUTION NO. 2023-32
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LOS
ALAMITOS, CALIFORNIA, DESIGNATING AND APPOINTING ITS 2023 REPRESENTATIVE TO THE ORANGE COUNTY FIRE AUTHORITY’S
BOARD OF DIRECTORS
WHEREAS, the City, as a “member” of the Orange County Fire Authority Joint Powers Authority (JPA) is entitled to appoint a representative director (“Director”) to the Orange County Fire Authority’s Board of Directors; and, WHEREAS, each member agency, by resolution of its governing body, shall designate and appoint one representative to act as its Director on the Authority Board of Directors, except the County whose Board of Supervisors shall appoint two representatives to act as its Directors; and,
WHEREAS, each Director shall be a current elected member of the governing body; and,
WHEREAS, each Director shall hold office until the selection of a successor by the appointing body; and,
WHEREAS, each Director is to serve at the pleasure of his or her appointing body and may be removed at any time, with or without cause, at the sole discretion of that appointing body; and,
WHEREAS, any vacancy shall be filled in the same manner as the original appointment of a Director.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF LOS ALAMITOS DOES RESOLVE AS FOLLOWS:
SECTION 1. The City Council of the City of Los Alamitos, California, finds that the above recitals are true and correct.
SECTION 2. Does hereby designate and appoint Council Member as a Director to the Orange County Fire Authority Board of Directors.
SECTION 3. The City Clerk shall certify as to the adoption of this Resolution.
PASSED, APPROVED, AND ADOPTED this 19th day of December, 2023. ________________________________
, Mayor
CC RESO 2023-32
ATTEST:
______________________________
Windmera Quintanar, MMC, City Clerk
APPROVED AS TO FORM:
_______________________________
Michael S. Daudt, City Attorney
STATE OF CALIFORNIA )
COUNTY OF ORANGE ) ss
CITY OF LOS ALAMITOS )
I, Windmera Quintanar, MMC, City Clerk of the City of Los Alamitos, do hereby certify that the foregoing Resolution was adopted at a regular meeting of the City Council held on the 18th day of December, 2023 by the following vote, to wit:
AYES: COUNCILMEMBERS:
NOES: COUNCILMEMBERS:
ABSENT: COUNCILMEMBERS:
ABSTAIN: COUNCILMEMBERS:
______________________________________
Windmera Quintanar, MMC, City Clerk
FPPC Form 806 (1/18)
FPPC Toll-Free Helpline: 866/ASK-FPPC (866/275-3772)
Comment:
A Public Document
Appt Date and
Length of Term
Agency Report of:
Public Official Appointments
2. Appointments
3. Verification
I have read and understand FPPC Regulation 18702.5. I have verified that the appointment and information identified above is true to the best of my information and belief.
Signature of Agency Head or Designee Print Name Title (Month, Day, Year) Agency Boards and
Commissions Name of Appointed Person Per Meeting/Annual Salary/Stipend (Last, First)
(Last, First)
(Last, First)
(Last, First)
Alternate, if any
Alternate, if any
Alternate, if any
Alternate, if any
(Last, First)
(Last, First)
(Last, First)
(Last, First)
Name
Name
Name
Name
$0-$1,000
$0-$1,000
$0-$1,000
$0-$1,000
$1,001-$2,000
$1,001-$2,000
$1,001-$2,000
$1,001-$2,000
$2,001-$3,000
$2,001-$3,000
$2,001-$3,000
$2,001-$3,000
Other
Other
Other
Other
California
Form
1. Agency Name
Designated Agency Contact (Name,Title)
E-mail
Division, Department, or Region (If Applicable)
806
For Official Use Only
Area Code/Phone Number
(Month, Day, Year)
____/____/____
Appt Date
____/____/____
Appt Date
____/____/____
Appt Date
____/____/____
Appt Date
Length of Term
Length of Term
Length of Term
Length of Term
Estimated Annual:
Estimated Annual:
Estimated Annual:
Estimated Annual:
Per Meeting: $
Per Meeting: $
Per Meeting: $
Per Meeting: $
Page _____ of _____
Date Posted:
FPPC Form 806 (1/18)
FPPC Toll-Free Helpline: 866/ASK-FPPC (866/275-3772)
Background
This form is used to report additional compensation that officials receive when appointing themselves to positions on committees, boards, or commissions of another public agency or to a committee or position of the agency of which the public official is a member.
This form is required pursuant to FPPC Regulation 18702.5.
Each agency must post on its website a single Form 806 which lists all the paid appointed positions to which an official will vote to appoint themselves. When there is a change in compensation or a new appointment, the Form 806 is updated to reflect the change. The form must be updated promptly as changes occur.
Instructions
This form must be posted prior to a vote (or consent item) to appoint a governing board member if the appointee will participate in the decision and the appointment results in additional compensation to the appointee.
FPPC Regulation 18702.5 provides that as long as the public is informed prior to a vote, an official may vote to hold another position even when the vote results in additional compensation.
Part 1. Agency Identification
Identify the agency name and information on who should be contacted for information.
Part 2. Appointments
Identify the name of the other agency, board or commission. List the name of the official, and an alternate, if any.
List the appointment date and the length of term the agency official will serve. Disclose the stipend provided per meeting and the estimated annual payment. The annual salary is an estimate as it will likely vary depending upon the number of meetings. It is not necessary to revise the estimate at the end of the calendar year.
Part 3. Verification
The agency head or his/her designee must sign the verification.
Frequently Asked Questions (FAQs)
1. When does an agency need to complete the Form 806?
A Form 806 is required when an agency’s board members
vote to appoint a board member to serve on another
governmental agency or position of the agency of which the official is a member and will receive additional compensation.
2. The city council votes to serve as the city’s housing authority, a separate entity. Will the Form 806 be required?
If the council members receive additional compensation for serving on the housing authority, the Form 806 is required.
3. Are appointments made by a governing board to appoint one of its members to serve as an officer of that board for additional pay (e.g., mayor) required to be disclosed on Form 806?
No. FPPC Regulation 18702.5(b)(6) exempts from this
requirement decisions to fill a position on the body of which the official is a member (such as a councilmember being appointed as mayor) despite an increase in compensation.
4. In determining the income, must the agency include mileage reimbursements, travel payments, health benefits, and other compensation?
No. FPPC Regulation 18702.5 requires only the amount of the stipend or salary to be reported.
5. Which agency must post the Form 806?
The agency that is voting to appoint a public official must post the Form 806 on its website. The agency that the official will serve as a member is not required to post the Form 806. The form is not sent to the FPPC.
6. When must the Form 806 be updated?
The Form 806 should be amended promptly upon any of
the following circumstances: (1) the number of scheduled meetings is changed, (2) there is a change in the
compensation paid to the members, (3) there is a change in membership on the board or commission, or (4) there is a new appointment to a new agency.
7. If officials choose to recuse themselves from the decision and leave the room when a vote is taken to make an
appointment, must the Form 806 be completed?
No. The Form 806 is only required to identify those officials that will vote on an appointment in which the official will also receive additional compensation.
Privacy Information Notice
Information requested by the FPPC is used to administer and enforce the Political Reform Act. Failure to provide information may be a violation subject to penalties. All reports are public records available for inspection and reproduction. Direct questions to FPPC’s General Counsel, Fair Political Practices Commission, 1102 Q Street, Suite 3000, Sacramento, CA
95811.
California
Form 806
A Public Document
Agency Report of:
Public Official Appointments
FPPC Form 806 (1/18)
FPPC Toll-Free Helpline: 866/ASK-FPPC (866/275-3772)
A Public Document
Appt Date and
Length of Term
Agency Report of:
Public Official Appointments
Continuation Sheet
2. Appointments
Agency Boards and
Commissions Name of Appointed Person Per Meeting/Annual Salary/Stipend (Last, First)
(Last, First)
(Last, First)
(Last, First)
Alternate, if any
Alternate, if any
Alternate, if any
Alternate, if any
(Last, First)
(Last, First)
(Last, First)
(Last, First)
Name
Name
Name
Name
$0-$1,000
$0-$1,000
$0-$1,000
$0-$1,000
$1,001-$2,000
$1,001-$2,000
$1,001-$2,000
$1,001-$2,000
$2,001-$3,000
$2,001-$3,000
$2,001-$3,000
$2,001-$3,000
Other
Other
Other
Other
California
Form
1. Agency Name
806
(Month, Day, Year)
Date Posted:
____/____/____
Appt Date
____/____/____
Appt Date
____/____/____
Appt Date
____/____/____
Appt Date
Length of Term
Length of Term
Length of Term
Length of Term
Estimated Annual:
Estimated Annual:
Estimated Annual:
Estimated Annual:
Per Meeting: $
Per Meeting: $
Per Meeting: $
Per Meeting: $
(Last, First)
(Last, First)
Alternate, if any
Alternate, if any
(Last, First)
(Last, First)
Name
Name
$0-$1,000
$0-$1,000
$1,001-$2,000
$1,001-$2,000
$2,001-$3,000
$2,001-$3,000
Other
Other
____/____/____
Appt Date
____/____/____
Appt Date
Length of Term
Length of Term
Estimated Annual:
Estimated Annual:
Per Meeting: $
Per Meeting: $
Page _____ of _____
Delegate Alternate
City Selection Meeting No stipend
Administered by the OC Clerk of the Board
Contact: Jamie Ross (714) 834-2206
Email: [email protected]
League of California Cities - State Division Annual Membership Fee 1400 K. Street, Suite 400 No stipend
Sacramento, CA 95814
Contact: Megan Dunn (916) 658-8291
Email: [email protected]
Los Alamitos Community Foundation 6:00 p.m. No Stipend
3191 Katella Ave. 2nd Monday of every month
Los Alamitos, CA 90720 Established March 2022
Contact: Emeline Noda, [email protected]
6:00 p.m. $100 per meeting, no more than 3 meetings/mo. 4th Thursday of every third month Limit of 1 stipend per day, paid quarterly Orange County Fire Authority - Board of Directors
1 Fire Authority Road
Irvine, CA 92602
Contact: Maria Huizar
Email: [email protected]
Orange County Library Advisory Board Meets 4 times a year (dates TBD) No stipend 345 E. Main Street Tustin Branch Library - Community Room Tustin, CA 92780
Contact: Alejandro Martinez (714) 566-3011
Email: [email protected]
Orange County Mosquito Vector Control District 3:00 p.m. 13001 Garden Grove Blvd. 3rd Thursday of every month
Garden Grove, CA 92643 Board Meetings Only
Contact: Tawnia Pett (714) 971-2421 x 166
Email: [email protected]
Orange County Sanitation District - Board of Directors 6:00 p.m. $212.50 per meeting, per day 10844 Ellis Avenue 4th Wednesday of Every Month
Fountain Valley, CA 92708
Contact: Kelly A. Lore (714) 593-7433
Email: [email protected]
West Cities Communications Center -JPA Board 4:30 p.m. No stipend 911 Seal Beach Blvd. 3rd Tuesday in May, and November.
Seal Beach, CA 90740
Contact: Kasandra Edwards (562) 594-7243
Email: [email protected]
All Board Members may serve on Board Appointed Nefulda Hibard Committees which meet monthly.
Delegate and Alternate both eligible for stipend; however, only 1 member paid per meeting. Maximum meetings: Directors (6) Chairman (10)
Nefulda Hasselbrink
All Board Members may serve on 1 out of 5 Board
appointed committees which meet as needed.
Annual Conference requires additional vote for Voting
delegate and alternative.
Doby Nefulda
Hasselbrink
Murphy
All Board Members may serve on 1 of 3 Board appointed Hasselbrink n/a Committees. Appointments need to be adopted in a
Council Resolution.
Delegate and Alternate both eligible for stipend; however, only 1 member paid per meeting
Hibard Murphy
$100/per board meeting (used to be 100$ per month in lieu of travel) Doby
Appointed 12/13/21
Two Year Term
Expires January 2024
City practice is to have the Mayor as the delegate and any member of the Council as the alternate. The appointment needs to be sent in writing. Doby Nefulda
2023 City Council Representatives to Other Agencies and Ad Hoc Committees
AGENCY MEETING INFORMATION STIPEND INFORMATION
2023
Delegate Delegate
Budget Standing Committee Meets on an As-Needed Basis No stipend Standing Committee Doby Hasselbrink
2023 City Council Committees
Committee MEETING INFORMATION STIPEND INFORMATION 2022