Region 4 ESC Technology Solutions, Products and Services RFP CDW Government LLC Page 38 of 73 01/19/2021
All information and documents hereby submitted in response to the Request for Proposal/Quote (“RFP/RFQ”) furnished by Customer Name are the Proprietary and Confidential property of CDW Government LLC (“CDW•G”). © CDW Government LLC 2021
Key members of the leadership team include:
David Hutchins, VP of Strategic Programs, leads the newly aligned Strategic Programs organization which includes functions of Pre-award Programs, Post- award Programs, Capture/Business Development and Pubic Sector Strategic Initiatives. Prior to this, David has held numerous sales leadership roles leading Federal, K-12, Higher Education, State & Local teams spanning nearly 27 years with CDW.
J
oe Simone, VP of Education Sales, is an executive sponsor of the contract. He continues to focus sales teams on the success of the contract, and continually collaborates with manufacturer partners, allowing CDW•G to provide the latest technology solutions to help further the mission of ‘the connected classroom’ across the nation.
C
hris Webb, Director of Capture, is also an executive sponsor for all OMNIA Partners agreements and is committed to the overall success of the CDW•G-OMNIA partnership. In his position, he is dedicated exclusively to our company’s contractual sales, and leads with the knowledge and experience in cooperative purchasing contracts.
W
e understand the pivotal role that launch implementation plays in the overall success of the contract.
Upon contract award, our executive sponsorship team will internally evangelize this agreement as a preferred contract vehicle for online, transactional IT purchases amongst our customers. Internal communication deliverables to be implemented within 10 days of contract award date include a companywide contract announcement email and a sales-specific announcement detailing contract benefits for online, transactional business.
T
o facilitate our growth strategy, CDW•G holds many public agreements, some with mandatory requirement within individual states. We cannot agree to market the OMNIA Partner’s contract as our primary public sector go-to-market strategy. We have however included a detailed marketing plan to drive contract awareness, adoption and success. Moreover, CDW•G has a proven record of winning and growing OMNIA agreements, and the resources needed to do so. OMNIA Partners has our commitment to do the same here.
T
raining and Education of CDW-G Sales Force with Our Executive Leadership and OMNIA Partners
CDW•G’s program management department is singularly devoted to managing contracts. Its responsibilities are separate from those held by account managers. Members of the program management department work full-time to maintain contract compliance and engage in contract
Region 4 ESC Technology Solutions, Products and Services RFP CDW Government LLC Page 39 of 73 01/19/2021
All information and documents hereby submitted in response to the Request for Proposal/Quote (“RFP/RFQ”) furnished by Customer Name are the Proprietary and Confidential property of CDW Government LLC (“CDW•G”). © CDW Government LLC 2021
administration, including contract launch. CDW•G invests in these resources based on our understanding that contracts are complex sets of commitments.
O
ur Program Management team has in-depth working knowledge of OMNIA Partners including the former cooperatives, National IPA and TCPN. They will collaborate with CDW•G’s marketing department to create awareness and training campaigns to enable our national sales force. He will work directly with our sales leadership and OMNIA Partners to develop and execute a training program for our sales force. Training content will cover contract scope and operations, growth strategy endorsed by executive leadership, and the contract benefits.
O
ur sellers will then be equipped with relevant collateral to communicate with customers. Curriculum development, trainings, and collateral creation will be completed within 90 days of contract award.
B. P
rovide a detailed ninety-day plan beginning from award date of the Master Agreement describing the strategy to market the Master Agreement to current Participating Public Agencies, existing Public Agency customers of Supplier, as well as to prospective Public Agencies nationwide immediately upon award, to i
nclude, but not limited to:
i. Creation and distribution of a co-branded press release to trade publications Just as our contract management team leads contract launch and maintenance requirements, our sales force upholds strategic relationships with current and potential OMNIA customers. These relationships uniquely position us to develop and deliver an awareness and growth campaign to members through a trusted advisor network. Our account teams have long-standing customer relationships in which they often become an extension of their customers’ IT and purchasing teams. Our account managers speak with their customers weekly, if not daily. As a result, our customers turn to their account managers for purchasing recommendations, including which contracts to leverage. Within 90 days of contract award, we will leverage this trusted advisor network and our marketing capabilities (e.g., customer-facing collateral, email campaigns, call campaigns, social media, etc.) to quickly and effectively alert registered and potential customers of the new contract and its benefits.
T
o successfully implement a marketing plan, marketers must first know their audience and how to access them. CDW•G partners with various trade publications to access our target customers.
Within 90 days of contract launch, our marketing team will work with OMNIA Partners to develop content to disseminate to customers. Below, we have outlined potential avenues in which we can access target customers.
P
ublications
CDW•G partners with industry experts to publish sector-specific online and hardcopy magazines for State (StateTech) shown in the graphic on the right, K-12 (EdTech Focus on K-12) and Higher Education (EdTech Focus on Higher Education). To successfully implement a marketing plan, marketers must understand their audience and how to access them, and these publications help reach our target customers. All of the aforementioned publications deliver relevant content via print, blog, video case studies, and e- newsletters on topics including classroom, cloud, data center, hardware, software, security and services.
A
dditional publications include:
Region 4 ESC Technology Solutions, Products and Services RFP CDW Government LLC Page 40 of 73 01/19/2021
All information and documents hereby submitted in response to the Request for Proposal/Quote (“RFP/RFQ”) furnished by Customer Name are the Proprietary and Confidential property of CDW Government LLC (“CDW•G”). © CDW Government LLC 2021
• CoSN
• EdTech Magazine: Focus on Higher Ed
• EdTech Magazine: Focus on K-12 Education
• EDUCAUSE
• GovExec
• GovTech
• NASCIO
• NASTD
• StateTech Magazine
Advertisements and Cobranding
CDW•G works with internal and external marketing teams to profile CDW•G and partner delivered technology productions, solutions and services on customized flyers that are easily accessed electronically or printed to hand out.
C
ustom flyers are created for all CDW•G contracts. The example below is for a statewide hardware contract with the State of Utah for PC Stores and following CDW•G guidelines was designed to bring value to those new to CDW•G as well as long-time agency users and partners, with information that includes:
• Q
uantified examples of CDW•G’s experience and approach to serving OMNIA Partners; • Samplings of our breadth and depth of industry partnerships; • Contract specifics where customers can find CDW•G delivered solutions and services; and, • Contact details for account managers and account managers in the field.
W
e can do the same thing for OMNIA Partners on this proposed contract, should you so desire.
Region 4 ESC Technology Solutions, Products and Services RFP CDW Government LLC Page 41 of 73 01/19/2021
All information and documents hereby submitted in response to the Request for Proposal/Quote (“RFP/RFQ”) furnished by Customer Name are the Proprietary and Confidential property of CDW Government LLC (“CDW•G”). © CDW Government LLC 2021
Region 4 ESC Technology Solutions, Products and Services RFP CDW Government LLC Page 42 of 73 01/19/2021
All information and documents hereby submitted in response to the Request for Proposal/Quote (“RFP/RFQ”) furnished by Customer Name are the Proprietary and Confidential property of CDW Government LLC (“CDW•G”). © CDW Government LLC 2021
Social Media
CDW•G meets our customers where they are on today’s
technology horizon. The CDW Social Squad, comprised of
employees educated on and active in social media, pushes customized content to and through social media outlets
including relevant articles, emerging technology news,
information on available contracts and upcoming events in customer-specific markets.
W
ith over 1,700 entries and counting across topics including Cloud, Data Center, Digital Workspace, Networking, Security, and Software, CDW’s Solutions Blog delivers evocative and relevant content.
Authored by our own subject matter experts, articles are written to help our customers navigate and digest the overwhelming amount of data that comes at them every day as they work to make better decisions for more effective and efficient solutions that meet their individual goals. ii. A
nnouncement, Master Agreement details and contact information published on the Supplier’s website within first 90 days
We will create a customized Premium Page so customers can easily shop for featured products. It will be active on the first day the contract goes live and feature co-branded material with your organization’s logo and message.
T
his website will include up-to-date pricing on all eligible products. Authorized users and administrators access the information they need when they need it and benefit from real-time updates to inventory and price.
T
he Website will become live reflecting the new award within hours (or a day or two at the most) from the date of award. We are prepared for an award, and there will not be any delay in our ability to stand up the contract and activate pricing on the website after award is made. iii. D e
sign, publication and distribution of co-branded marketing materials within first 90 days Our standard contract launch process includes developing collateral to promote contract awareness and education among internal and external stakeholders. Content will focus on the administrative and strategic value of utilizing this new agreement. Specifically, we will highlight the convenience of the online marketplaces, as well as the cost and time savings associated with consolidating transactional procurement needs by leveraging the new agreement.
P
ossible outlets to disseminate content include our internal Corporate Communications, our Public Sector Publications (State Tech & Ed Tech), a sales-led communications campaign, and social media. We use Twitter, Facebook, and LinkedIn as avenues for marketing, education, updates and general communication with customers. Active social media helps customers stay informed with links, posts and articles of interest in the way that they choose to receive information. As noted above, we also maintain an internal group that is focused on submitting and curating social media content called the Social Squad. It even has its own app available for Android. Social Squad members are encouraged to submit content on a number of topics, including industry news, products and deals, emerging technologies, product launches, featured partners, and more.
W
e are able and willing to participate in co-branding marketing opportunities with OMNIA. For instance, a combined OMNIA and vendor branding logo can be created to include in social media
Region 4 ESC Technology Solutions, Products and Services RFP CDW Government LLC Page 43 of 73 01/19/2021
All information and documents hereby submitted in response to the Request for Proposal/Quote (“RFP/RFQ”) furnished by Customer Name are the Proprietary and Confidential property of CDW Government LLC (“CDW•G”). © CDW Government LLC 2021
advertisements, the agreement’s customized Premium Page, customer-facing digital and print flyers and customer-facing emails.
U
pon contract award, we intend to conduct a collaborative kick-off meeting dedicated to developing our go-to-market strategy including the development and distribution of co-branded marketing materials within the first 90 days.
iv. C
ommitment to attendance and participation with OMNIA Partners at national (i.e. NIGP Annual Forum, NPI Conference, etc.), regional (i.e. Regional NIGP Chapter Meetings, Regional Cooperative Summits, etc.) and supplier-specific trade shows, conferences and meetings throughout the term of the
Master Agreement
CDW•G acknowledges and will employ all commercially reasonable efforts to attend and participate with OMNIA Partners at trade-shows and conferences throughout the term of the Master Agreement.
I
n 2020, CDW•G’s schedule includes over 100 regional and nearly as many national events including FETC, TCEA, ISTE, Educause, National Sheriffs Association as well as numerous in market events such as eRepublic Digital Government Summits and CDW•G hosted events.
I
n past years, we have attended many events in which we promoted the contract, including NIGP, NASPO, CAPPO, and FAPPO. We will continue this practice with the new agreement, as well. For 2020, we already committed to attend the OMNIA Partners Regional Connections Event in Philadelphia (but it has been cancelled due to COVID-19). v
. Commitment to attend, exhibit and participate at the NIGP Annual Forum in an area reserved by OMNIA Partners for partner suppliers. Booth space will be purchased and staffed by Supplier. In a
ddition, Supplier commits to provide reasonable assistance to the overall promotion and marketing e
fforts for the NIGP Annual Forum, as directed by OMNIA Partners.
CDW•G has enjoyed participating in the NIGP Annual Forum in past years and will continue to do so with commercially reasonable efforts. We believe in the mission to “develop, support and promote public procurement” and look forward to sharing our best practices with other non-competing OMNIA Partners vendors.
vi. D
esign and publication of national and regional advertising in trade publications throughout the term of the
Master Agreement
CDW•G will advertise the contract in our own highly viewed publications and our contract specific email campaign. We will continue to promote the contract via avenues such as our EdTech and StateTech publication sites.
vii. O
ngoing marketing and promotion of the Master Agreement throughout its term (case studies, collateral pieces, presentations, promotions, etc.)
CDW•G will market and promote the contract, through various avenues such as announcements in our publications, email campaigns, as well as on the contract's CDW•G premium page. We look forward to working with OMNIA Partners to develop our marketing strategies even further and propose a marketing strategy meeting to discuss a refreshed approached and specific goals/targets
Region 4 ESC Technology Solutions, Products and Services RFP CDW Government LLC Page 44 of 73 01/19/2021
All information and documents hereby submitted in response to the Request for Proposal/Quote (“RFP/RFQ”) furnished by Customer Name are the Proprietary and Confidential property of CDW Government LLC (“CDW•G”). © CDW Government LLC 2021
for the new contract. Below is a sample of the ongoing email campaign we currently conduct for our OMNIA agreement.
Region 4 ESC Technology Solutions, Products and Services RFP CDW Government LLC Page 45 of 73 01/19/2021
All information and documents hereby submitted in response to the Request for Proposal/Quote (“RFP/RFQ”) furnished by Customer Name are the Proprietary and Confidential property of CDW Government LLC (“CDW•G”). © CDW Government LLC 2021
viii. Dedicated OMNIA Partners internet web-based homepage on Supplier’s website with:
• OMNIA Partners standard logo;
• Copy of original Request for Proposal;
• Copy of Master Agreement and amendments between Principal Procurement Agency and S
upplier;
• Summary of Products and pricing;
• Marketing Materials
• Electronic link to OMNIA Partners’ website including the online registration page; • A dedicated toll-free number and email address for OMNIA Partners Like we have done for other OMNIA contracts, we will create a Premium Page dedicated to the new contract. The page will include all contract documentation, marketing materials, products and pricing and relevant links.
C. D
escribe how Supplier will transition any existing Public Agency customers’ accounts to the Master Agreement available nationally through OMNIA Partners. Include a list of current cooperative contracts (regional and national) Supplier holds and describe how the Master Agreement will be positioned among the other cooperative agreements.
CDW•G currently holds a significant number of cooperative purchasing contracts including OMNIA Partners, Public Sector (formerly NIPA), Association of Educational Purchasing Agencies (AEPA), and Sourcewell (formerly NJPA). CDW•G is solutions-focused, vendor agnostic and provides consultation to assist our customers to select the contract best suited for their specific procurement needs.
F
or all of our national contracts, we have maintained the transparency of our contract portfolio to our customer and negotiated the removal of language such as “most favored customer” and requirements such as this.
C
DW•G continues to prove without a doubt that we can keep our commitment to making this contract prosperous amongst our portfolio of offerings. We have transitioned a number of customers and their solicitation opportunities to OMNIA Partners contracts, in the form of participating agreements. Moving forward, we will continue to loop new members in to the contract and sustain the growth.
D. A
cknowledge Supplier agrees to provide its logo(s) to OMNIA Partners and agrees to provide permission for reproduction of such logo in marketing communications and promotions. Acknowledge that use of OMNIA Partners logo will require permission for reproduction, as well.
CDW•G acknowledges and agrees to provide its logo(s) to OMNIA Partners and agrees to provide permission for reproduction of such logo in marketing communications and promotions. We additionally acknowledge that use of OMNIA Partners logo requires permission for reproduction, as well.
T
he core component of CDW•G’s brand identity is its corporate logo; therefore, we ask that you carefully consider the following guidelines when using it.
When using the CDW•G logo, you agree to the following:
1. You may use the logo(s) only in the exact form provided by CDW•G and only to accurately and ac
tively link from a website that is under your control to the home page of CDW.com (or another address provided by CDW•G) and for no other purpose.
2. You may not incorporate the logo(s) into any other logo or design.
Region 4 ESC Technology Solutions, Products and Services RFP CDW Government LLC Page 46 of 73 01/19/2021
All information and documents hereby submitted in response to the Request for Proposal/Quote (“RFP/RFQ”) furnished by Customer Name are the Proprietary and Confidential property of CDW Government LLC (“CDW•G”). © CDW Government LLC 2021
3. You may not to use the logo(s) in a way that suggests that you or your company or products are affiliated with CDW•G or its products or services in any way.
4. You may not display the logo(s) on any website that disparages CDW•G or its products or services, infringes any CDW•G intellectual property or other rights, or violates any law or regulation.
5. No other logo or design element should appear within 0.5 inches of the CDW•G logo.
6. You may not frame or alter the CDW•G website in any way.
7. At CDW•G’s direction, you will immediately remove the logo(s)
8. Your limited right to use the logo(s) does not constitute a grant of any other right or license. All other rights are reserved by CDW•G.
9. CDW•G disclaims all warranties, express and implied, regarding the logo(s), includin g
w
arranties against infringement. You agree to indemnify CDW•G from and against any and all claims and liabilities arising out of your use of the logo(s).
E
. Confirm Supplier will be proactive in direct sales of Supplier’s goods and services to Public Agencies nationwide and the timely follow up to leads established by OMNIA Partners. All sales materials are to use the OMNIA Partners logo. At a minimum, the Supplier’s sales initiatives should communicate:
i. Master Agreement was competitively solicited and publicly awarded by a Principal Procurement Agency
ii. Best government pricing
iii. No cost to participate
iv. Non-exclusive
We are happy to create a contract announcement flyer with the new contract information. A sample from an existing agreement is included below. We will revise our marketing pieces to include a mutually agreeable message that best represents the value of the contract.
Region 4 ESC Technology Solutions, Products and Services RFP CDW Government LLC Page 47 of 73 01/19/2021
All information and documents hereby submitted in response to the Request for Proposal/Quote (“RFP/RFQ”) furnished by Customer Name are the Proprietary and Confidential property of CDW Government LLC (“CDW•G”). © CDW Government LLC 2021
Region 4 ESC Technology Solutions, Products and Services RFP CDW Government LLC Page 48 of 73 01/19/2021
All information and documents hereby submitted in response to the Request for Proposal/Quote (“RFP/RFQ”) furnished by Customer Name are the Proprietary and Confidential property of CDW Government LLC (“CDW•G”).
© CDW Government LLC 2021
F. Confirm Supplier will train its national sales force on the Master Agreement. At a minimum, sales training should include:
i. Key features of Master Agreement
ii. Working knowledge of the solicitation process
iii. Awareness of the range of Public Agencies that can utilize the Master Agreement through O
MNIA Partners
iv. Knowledge of benefits of the use of cooperative contracts CDW•G acknowledges and complies with the above requirement. CDW•G’s Program Management team will work directly with our sales leadership and OMNIA Partners. Our sellers will then be equipped with relevant collateral to communicate with customers. Curriculum development, trainings, and collateral creation will be completed within 90 days of contract award.
G. P
rovide the name, title, email and phone number for the person(s), who will be responsible for:
i. Executive Support
Name: David Hutchins
Title: VP, Strategic Programs
ii. M
arketing
iii. Sales
iv. S
ales Support
v. Fi
nancial Reporting
vi. Accounts Payable
We assign Accounts Payable personnel for each manufacturer, not per customer or per contract, contact details can be shared post award for a particular manufacturer if necessary
Region 4 ESC Technology Solutions, Products and Services RFP CDW Government LLC Page 49 of 73 01/19/2021
All information and documents hereby submitted in response to the Request for Proposal/Quote (“RFP/RFQ”) furnished by Customer Name are the Proprietary and Confidential property of CDW Government LLC (“CDW•G”).
© CDW Government LLC 2021
vii. Contracts
H. Des
cribe in detail how Supplier’s national sales force is structured, including contact information for the highest-level executive in charge of the sales team.
The CDW•G customer support models starts with our account managers. As part of the CDW Experience, we organize our sales force differently from other companies in order to best serve our customers. First, our account managers are trained to become experts within the segment they support such as K-12, Higher Education, State & Local government, Federal government and Healthcare. The advantage is that they can address the very specific needs of their unique customers. To further equip our account managers to support their customers, CDW•G divides the salesforce into distinct geographic regions to ensure that sellers are prepared to support the local landscape in a way that is unmatched by other vendors, both small local and national companies.
O
ur full listing of 25 U.S. sales offices is as follows, including a new location in the Nashville area, a 5,000-square-foot-office enabling us to better support OMNIA Partners members in Tennessee and the South: Chandler, AZ; Glendale, CA; Shelton, CT; Tampa, FL; Chicago, IL; Lincolnshire, IL; Vernon Hills, IL; Evansville, IN; Indianapolis, IN; Detroit, MI; Grand Rapids, MI; Minneapolis, MN; Las Vegas, NV; Cherry Hill, NJ; Eatontown, NJ; Cincinnati, OH; Cleveland, OH; Nashville, TN; Dallas, TX; Reston, VA; Bellevue, WA; Appleton, WI; Madison, WI; Milwaukee, WI; Wausau, WI.
E
ach member has a dedicated account manager who maintains overall responsibility for coordinating all CDW•G resources to achieve the highest standards of customer service. They are the first line of contact for orders, questions, and marketing implementation.
C
DW•G account managers, their supporting product specialists, and their sales managers understand the current technology trends and are specialized to only work with public-sector customers. This is one of the great benefits of partnering with CDW•G. OMNIA Partners members will have access to much more than a single resource; members will also have access to an entire sales and support team that are ready to address any member’s need. CDW•G, from the executive level down to your account manager, is focused on ensuring that OMNIA Partner’s members’ needs are consistently and satisfactorily met.
Region 4 ESC Technology Solutions, Products and Services RFP CDW Government LLC Page 50 of 73 01/19/2021
All information and documents hereby submitted in response to the Request for Proposal/Quote (“RFP/RFQ”) furnished by Customer Name are the Proprietary and Confidential property of CDW Government LLC (“CDW•G”).
© CDW Government LLC 2021
T
o simplify the customer service process, we recommend OMNIA members bring any issues or inquiries to the attention of their dedicated account manager. Members’ CDW•G account managers are the center of their customer service and support experience. CDW•G account managers’ first step is always to listen. Then they evaluate and determine the best next steps. If the account manager cannot correct the issue, they will escalate it to their sales manager. If the sales manager cannot correct the issue, they will escalate it to the director. Escalation continues all the way up to the executive leader who oversees this contract, our Vice President of Education Sales, Joe Simone, and David Hutchins, respectively, until we provide a suitable solution to the performance issue. While this type of escalation is rare, we always work to sufficiently and expeditiously resolve any escalations. Usually, resolution to a challenge has a simple solution.
T
he beauty of this approach is that the customer does not have to manage the process, hunt down contacts or explain their issue many times over. They are kept in the loop on progress of the resolution, while their CDW•G team takes care of the rest. Because we designate an actual person and not a faceless inbox, they can reach out to their account manager whenever they feel necessary.
F
or mission critical issues, we follow the same path with expedited timelines. If problem resolution is specific to a coworker, such as performance of an account manager, the customer is encouraged to reach out to the coworker’s manager, who will then take the appropriate steps to address. Contact information for your account manager, sales manager and customer relations can all be found easily in your cdw.com account center.
A
follow-up step in our incident escalation process involves taking the incident resolution process one step further. Our sales teams work hand-in-hand with our Program Management team to ensure that for issues requiring significant escalation, we determine proactive measures to prevent the problem from recurring. We want to understand why a problem occurred and work to make sure it doesn’t happen again. This is one of the reasons we are consistently lauded for outstanding customer service.
B
eware of proposed incident escalation paths that go no further than issue resolution. Vendors that correct the problem but acknowledge it no further than incident escalation/resolution will be able to offer only temporary fixes. They won’t understand the causes of the failure to meet member expectations.
OMNIA can be confident in this contract’s level of Executive Sponsorship within CDW•G, as well.
Region 4 ESC Technology Solutions, Products and Services RFP CDW Government LLC Page 51 of 73 01/19/2021
All information and documents hereby submitted in response to the Request for Proposal/Quote (“RFP/RFQ”) furnished by Customer Name are the Proprietary and Confidential property of CDW Government LLC (“CDW•G”).
© CDW Government LLC 2021
I. Explain in detail how the sales teams will work with the OMNIA Partners team to implement, grow and service the national program.
An OMNIA member’s first point of contact with CDW•G is their dedicated account manager. As such, we understand how critical it is for our account managers understand the scope and benefits of the OMNIA agreement. In conjunction with the technical trainings offered to our CDW•G account teams, our Program Management team will train our sales teams regarding the OMNIA agreement with CDW•G. The diverse nature of our training program gives each account team confidence to support OMNIA members through the entire sales cycle from project inception, purchase, solution deployment, and post-sale support. Our account teams clearly and concisely deliver the value of the OMNIA agreement to non-members helping to drive increased adoption and contract growth.
Ou
r customers are seeking a digital platform for quick and simple procurement of transactional items. Our account managers, across all segments and regions nationwide, will be poised and prepared to guide and educate members on this new procurement option.
T
enured CDW•G account managers are actively marketing the current City of Mesa OMNIA agreement to customers and are very familiar with its benefits, including product categories, administrative fee structure, and flexibility. While there will be subsequent trainings upon award, the Online Marketplace contract will easily be added to our account manager’s repertoire to become an arrow in their OMNIA quiver. The ramp up time for our account managers will be far quicker than account managers who lack such familiarity with OMNIA agreements.
I
n addition to our Account Managers, our Business Development team is actively engaged with OMNIA Regional Managers and leaders in Partner Development and Strategic Accounts to review the state of our joint business, develop growth goals and strategies and execute prescriptively to drive business the OMNIA Partners portfolio. This new contract will fit seamlessly into the overall program allowing us to quickly develop and expand contract usage utilizing a proven model.
I. E
xplain in detail how Supplier will manage the overall national program throughout the term of the Master Agreement, including ongoing coordination of marketing and sales efforts, timely new Participating Public Agency account set-up, timely contract administration, etc.
As with all our contracts, the Online Marketplace contract will be assigned a Program Management team led by a Program Manager who will ensure contract compliance and administer contract procedures, including contract launch. The Program Manager regularly conducts self-audits to ensure pricing compliance and takes corrective action when needed.
U
pon award, your assigned Program Manager will work directly with OMNIA to stand-up all aspects of the new agreement within our system (e.g., member lists, pricing, reporting, fee schedules, and other compliance requirements). We will load the contract structure into our internal contract editor system, which will then create a customer premium page with a distinct URL that will reflect the contracted price. Once the structure is loaded, no additional manual intervention is needed to maintain it (this non- manual process only applies to catalog contract using CDW•G categories).
Region 4 ESC Technology Solutions, Products and Services RFP CDW Government LLC Page 52 of 73 01/19/2021
All information and documents hereby submitted in response to the Request for Proposal/Quote (“RFP/RFQ”) furnished by Customer Name are the Proprietary and Confidential property of CDW Government LLC (“CDW•G”).
© CDW Government LLC 2021
We also have processes in place to ensure that the contract prices proposed are maintained throughout the life of the contract. CDW•G will use automated internal systems as well as Program Management personnel to manage the proposed price structure.
A
fter contract launch, the Program Management team is responsible for adding new members to the contract by linking their account to the new contract. Contract stand-up also includes creation of internal and external resources to aid our customers and sales teams in transitioning to the new agreement.
O
ur ongoing marketing efforts will include the previously discussed topics – i.e. training, publications, attendance at events – to ensure this contract is continually being marketed from contract launch through completion.
J. State the amount of Supplier’s Public Agency sales for the previous fiscal year. Provide a list of Supplier’s top 10 Public Agency customers, the total purchases for each for the previous fiscal year along with a key contact for each.
We don’t disclose customer financial information; however, the following are our 2019 top Public Agency NIPA/OMNIA Customers:
O
MNIA Partners and ESCR4 are in possession of the data we have submitted for sales reporting for all three of the current OMNIA Partners contracts that we hold, which together underscore to the very strong and impactful relationship that we have with both OMNIA Partners and the ESC Region 4 organization.
K. D
escribe Supplier’s information systems capabilities and limitations regarding order management thr
ough receipt of payment, including description of multiple platforms that may be used for any of the
se functions.
CDW•G offers our customers several paths to processing orders through an automated process. e
Commerce Platform – Web based
• Y
our customizable CDW•G web portal is available to authorized users 24 hours per day, provides real-time information, and facilitates researching, ordering and tracking pur
chases.
• Whether you are a first-time shopper or an existing customer of CDW•G, we can ensure y
our order routes to the appropriate account management team that supports the s
hopper’s entity, based on the contract being used.
Region 4 ESC Technology Solutions, Products and Services RFP CDW Government LLC Page 53 of 73 01/19/2021
All information and documents hereby submitted in response to the Request for Proposal/Quote (“RFP/RFQ”) furnished by Customer Name are the Proprietary and Confidential property of CDW Government LLC (“CDW•G”).
© CDW Government LLC 2021
e
Procurement Platform – Punch Out Catalog
• As
a company, CDW•G is highly experienced in implementing B2B solutions. Since 2001,
we have integrated with over 9,000 entities (13,000 customers) and work with over 80 different marketplaces, ERPs and SRMs. Our in-house staff of over 200 IT personnel are dedicated solely to our web, internal, and e-commerce IT systems. Our mature e- procurement practice also means OMNIA Partners won’t have long to wait to begin using t
heir system. By integrating quicker than our competitors, CDW•G simplifies procurement for eProcurement customers by allowing them to buy IT the way they need based on t
heir specific requirements. CDW•G’s punch out offers the shopper dynamic price of
ferings, product information and availability while providing industry standard information back into our customers e-procurement platform and contract information.
CDW•G can support customers who wish to utilize the OMNIA Partners award(s) through an eP
rocurement platform.
A
pplication Programming Interface (API)
C
DW•G can review customer specific requests where order process automation is needed, but further customization is required. This process may include technologies such as JSON or SFTP but may be accommodated based upon the scope of the project.
L. P
rovide the Contract Sales (as defined in Section 10 of the OMNIA Partners Administration A
greement) that Supplier will guarantee each year under the Master Agreement for the initial three years of the Master Agreement (“Guaranteed Contract Sales”). $_______.00 in year one
$_______.00 in year two
$_______.00 in year three
To the
extent Supplier guarantees minimum Contract Sales, the administration fee shall be calculated based on the greater of the actual Contract Sales and the Guaranteed Contract Sales.
While we cannot provide guaranteed minimum contract sales, CDW•G has a proven record of winning and growing OMNIA agreements, and the resources needed to do so. OMNIA Partners has our commitment to do the same here.
M. E
ven though it is anticipated many Public Agencies will be able to utilize the Master Agreement w
ithout further formal solicitation, there may be circumstances where Public Agencies will issue their own solicitations. The following options are available when responding to a solicitation for Products covered under the Master Agreement.
i. Respond with Master Agreement pricing (Contract Sales reported to OMNIA Partners). ii. If competitive conditions require pricing lower than the standard Master Agreement not-to- exceed pricing, Supplier may respond with lower pricing through the Master Agreement. If S
upplier is awarded the contract, the sales are reported as Contract Sales to OMNIA Partners unde
r the Master Agreement.
Region 4 ESC Technology Solutions, Products and Services RFP CDW Government LLC Page 54 of 73 01/19/2021
All information and documents hereby submitted in response to the Request for Proposal/Quote (“RFP/RFQ”) furnished by Customer Name are the Proprietary and Confidential property of CDW Government LLC (“CDW•G”).
© CDW Government LLC 2021
iii. Respond with pricing higher than Master Agreement only in the unlikely event that the Public Agency refuses to utilize Master Agreement (Contract Sales are not reported to OMNIA Partners).
iv. If alternative or multiple proposals are permitted, respond with pricing higher than Master Agreement, and include Master Agreement as the alternate or additional proposal.
Detail Supplier’s strategies under these options when responding to a solicitation.
A
s an impartial solutions provider, our first and primary goal is to serve the needs of the customer from a technology and procurement perspective. We act in a consultative, objective manner to aid customers in developing the procurement strategy to best fit their needs. In honoring this commitment, we have maintained the transparency of our contract portfolio to our customers and negotiated the removal of language such as “most favored customer” and other like requirements.
W
e commend OMNIA Partners in creating a contract vehicle to facilitate easy transactional buying at competitive pricing for its users. We certainly see the strategic fit this contract demonstrates within the public customer space and we will position this agreement when it best suits their procurement needs.
W
hen responding to a solicitation that directly disclaims to the terms and conditions of this Master Agreement, we will comply with all appropriate agreed upon contractual terms.
A
dditionally, please refer to the Terms and Conditions Exceptions form.
Marketing Plan
Internal Awareness
The first step in our awareness plan is to train our salesforce on the new agreement. Upon contract award, our executive sponsorship team will internally evangelize this agreement as a preferred contract vehicle for online, transactional IT purchases amongst our customers. Internal communication deliverables will be implemented within 10 days of contract award date, including a companywide contract announcement email and a sales-specific announcement detailing contract benefits. Sales enablement training will cover contract scope, membership and new contract requirements so that the account managers can not only inform their customers, but also help them to navigate the new landscape. Our sellers will then be equipped with relevant collateral to inform members.
External Awareness
As a part of this proposal, we will create customer-facing collateral for immediate distribution upon award. Collateral will communicate the benefits of purchasing through the agreement from us as well as showcase products, services, and solutions offered to customers. Our sales force will proactively communicate with customers immediately given their given their considerable familiarity with OMNIA Partners contracts and our robust customer network.
Target Identification
Accurate customer identification is at the core of an effective recruitment campaign. It allows us to align resources and marketing initiatives around those customers whose needs align with the benefits of the of the new agreement. We are consistently lauded for our comprehensive and accurate reporting. We have built specialized software to automate many aspects of the
Region 4 ESC Technology Solutions, Products and Services RFP CDW Government LLC Page 55 of 73 01/19/2021
All information and documents hereby submitted in response to the Request for Proposal/Quote (“RFP/RFQ”) furnished by Customer Name are the Proprietary and Confidential property of CDW Government LLC (“CDW•G”).
© CDW Government LLC 2021
reporting process so that data informs the way we do business, especially in contract promotion.
We will use our reporting capabilities to identify customers who can benefit from the new agreement (e.g., those consistently submitting transactional POs, those managing complex contracts for procurement fulfillment, etc.). Equipped with this information, we can ensure that we optimize our potential to grow the contract.
Expansion among Existing Customers
Strategic Alignment and Targeted Business Planning
We intend to leverage our data analytics and existing customer network to accelerate business through the new agreement. We will strategically align with customers to pinpoint those accounts with potential for growth. Specifically, we will examine accounts where we do not fulfill the majority of the company’s IT business. We will also consider customers who have not adopted an online marketplace solution as part of their procurement strategy. Resources will highlight how an online marketplace can promote efficiency and reduce administrative burden. For large target customers, we will develop a business plan that addresses their needs while leveraging the new agreement. Tactical areas of consideration will include eProcurement and web preferences, supplier diversity requirements, current and future IT projects, piggyback agreements with custom terms, co-branded marketing campaigns, and topical webinars.
Recruitment Campaign
Seller Enablement
Not only is our sales force well-versed in growing contracts but they are experienced in accelerating utilization of OMNIA Partners contracts. This also positions our sales force to focus their effort to onboarding new users. Upon contract award notification, we will roll-out a sales-led initiative centered around recruitment, sales-directed strategy sessions, ongoing enablement trainings and customer collateral. Our inside and field sales leadership will look to our reporting to identify customer categories and develop corresponding strategies.
C
ustomer Engagement
This entails a two-pronged approach in which we will launch a communications plan and leverage in-market events to interact with and educate potential customers. In 2020, we are scheduled to attend more than 100 regional and national events where our accounts teams can further propagate the new contract to members.(Some of these may be virtual or rescheduled due to COVID-19.) Content will focus on the administrative and strategic value of utilizing the contract.
S
pecifically, we will highlight the cost and time savings associated with the new agreement.
Social Media
Our marketing arm has many advanced tactics to reach OMNIA members. For one, we have a robust social media presence. We have an internal group that is focused on submitting and curating social media content called the Social Squad. It even has its own app available for Android. Social Squad members are encouraged to submit content on a number of topics, including our news, products and deals, emerging technologies, product launches, featured partners, and more. We are able to leverage our top influencers to disseminate information and draw attention to the Online Marketplace contract.
Region 4 ESC Technology Solutions, Products and Services RFP CDW Government LLC Page 56 of 73 01/19/2021
All information and documents hereby submitted in response to the Request for Proposal/Quote (“RFP/RFQ”) furnished by Customer Name are the Proprietary and Confidential property of CDW Government LLC (“CDW•G”).
© CDW Government LLC 2021
National Presence
As part of the Experience, we organize our sales force differently from other companies in order to best serve our customers. First, our inside account managers and our field sellers are trained to become experts within the public sector segment they support – K-12, Higher Education, State & Local government, Federal government and Healthcare. The advantage is that they can address the very specific needs of their unique customers. To further equip our them to support their customers, we have divided the salesforce into distinct geographic regions to ensure that sellers are prepared to support the local landscape in a way that is unmatched by other vendors, both small local and national companies. We also have an extensive coworker presence throughout the United States as demonstrated below.
O
ur full listing of 25 U.S. sales offices is as follows, including a new location in the Nashville area, a 5,000-square-foot-office enabling us to better support OMNIA Partners members in Tennessee and the South: Chandler, AZ; Glendale, CA; Shelton, CT; Tampa, FL; Chicago, IL; Lincolnshire, IL; Vernon Hills, IL; Evansville, IN; Indianapolis, IN; Detroit, MI; Grand Rapids, MI; Minneapolis, MN; Las Vegas, NV; Cherry Hill, NJ; Eatontown, NJ; Cincinnati, OH; Cleveland, OH; Nashville, TN; Dallas, TX; Reston, VA; Bellevue, WA; Appleton, WI; Madison, WI; Milwaukee, WI; Wausau, WI.
Logi
stics & Performance Metrics to Support Nationwide Contract
Requirements for National Cooperative Contract
EXHIBIT F
FEDERAL FUNDS CERTIFICATIONS
FEDERAL CERTIFICATIONS
ADDENDUM FOR AGREEMENT FUNDED BY U.S. FEDERAL GRANT
TO WHO
M IT MAY CONCERN:
P
articipating Agencies may elect to use federal funds to purchase under the Master Agreement. This form should be completed and returned.
DEFINITIONS
Contract means a legal instrument by which a non–Federal entity purchases property or services needed to carry out the project or program under a Federal award. The term as used in this part does not include a legal instrument, even if the non–Federal entity considers it a contract, when the substance of the transaction meets the definition of a Federal award or subaward C
ontractor means an entity that receives a contract as defined in Contract.
C
ooperative agreement means a legal instrument of financial assistance between a Federal awarding agency or pass -through entity and a non–Federal entity that, consistent with 31 U.S.C. 6302– 6305:
(a) I
s used to enter into a relationship the principal purpose of which is to transfer anything of value from the Federal awarding agency or pass-through entity to the non –Federal entity to carry out a public purpose authorized by a law of th e U
nited States (see 31 U.S.C. 6101(3)); and not to acquire property or services for the Federal government or pass-through entity's direct benefit or use;
(b) Is distinguished from a grant in that it provides for substantial involvement between the Federal awarding agency or pass-through entity and the non –Federal entity in carrying out the activity contemplated by the Federal award. (c) The term does not include:
(1) A cooperative research and development agreement as defined in 15 U.S.C. 3710a; or (2)
A
n agreement that provides only:
(i) Direct United States Government cash assistance to an individual; (ii) A
subsidy;
(iii) A
loan;
(iv) A loan guarantee; or
(v)
I
nsurance.
F
ederal awarding agency means the Federal agency that provides a Federal award direc tly to a non–Federal entity F
ederal award has the meaning, depending on the context, in either paragraph (a) or (b) of this section:
(a)(1) The Federal financial assistance that a non– Federal entity receives directly from a Federal awarding agency or indirectly from a pass -through entity, as described in § 200.101 Applicability; or (2) T
he cost -reimbursement contract under the Federal Acquisition Regulations that a non– Federal entity receives directly from a Federal awarding agency or indirectly from a pa ss-through entity, as described i n § 200
.101 Applicability.
(b) T
he instrument setting forth the terms and conditions. The instrument is the grant agreement, cooperative agreement, other agreement for assistance covered in paragraph (b) of § 200.40 Federal financial assistance, or the cost - reimbursement contract awarded under the Federal Acquisition Regulations. (c)
F
ederal award does not include other contracts that a Federal agency uses to buy goods or services from a contractor or a contract to operate Federal government owned, contractor operated facilities (GOCOs). (d) See also definitions of Federal financial assistance, grant agreement, and cooperative agreement.
N
on–Federal entity means a state, local government, Indian tribe, institution of higher education (IHE), or nonprofit organization that carries out a Federal award as a recipient or subrecipient.
N
onprofit organization means any corporation, trust, association, cooperative, or other organization, not including IHEs, that:
(a) I
s operated primarily for scientific, educational, service, charitable, or similar purposes in the public interest; (b) Is not organized primarily for profit; and
Version September 29, 2020
(c) Uses net proceeds to maintain, improve, or expand the operations of the organization.
Obl
igations means, when used in connection with a non –Federal entity's utilization of funds under a Federal award, orders placed for property and services, contracts and subawards made, and similar transactions during a given period that require payment by the non–Federal entity during the same or a future period.
Pa
ss-through entity means a non–Federal entity that provides a subaward to a subrecipient to carry out part of a Federal program.
R
ecipient means a non –Federal entity that receives a Federal award directly from a Federal awarding agency to carry out an activity under a Federal program. The term recipient does not include subrecipients.
Si
mplified acquisition threshold means the dollar amount below which a non –Federal entity may purchase property or services using small purchase methods. Non–Federal entities adopt small purchase procedures in order to expedite the purchase of items costing less than the simplified acquisition threshold. The simplified acquisition threshold is set by the Federal Acquisition Regulation at 48 CFR Subpart 2.1 (Definitions) and in accordance with 41 U.S.C. 1908. As of the publication of this part, the simplified acquisition threshold is $ 250,000, but this threshold is periodically adjusted for inflation. (Also see definition of § 200.67 Micro - purchase.)
S
ubaward means an award provided by a pass -through entity to a subrecipient for the subrecipient to carry out part of a Federal award received by the pass -through entity. It does not include payments to a contractor or payments to an individual that is a beneficiary of a Federal program. A subaward may be provided through any form of legal agreement, including an agreement that the pass-through entity considers a contract.
S
ubrecipient means a non– Federal entity that receives a subaward from a pass -through entity to carry out part of a Federal program; but does not include an individual that is a beneficiary of such program. A subrecipient may also be a recipient of other Federal awards directly from a Federal awarding agency.
T
ermination means the ending of a Federal award, in whole or in part at any time prior to the planned end of period of performance.
The
following certifications and pr ovisions may be req uired and ap ply when Participating Agency expends federal funds for any purchase resulting from this procurement process. Pursuant to 2 C.F.R. § 200.326, all contracts, including small purchases, awarded by the Participating Agency and the Participating Agency’s subcontractors shall contain the procurement provisions of Appendix II to Part 200, as applicable.
APPENDIX II TO 2 CFR PART 200
(A) Contracts for more than the simplified acquisition threshold currently set at $250,000, which is the inflation adjusted am
ount determined by the Civilian Agency Acquisition Council and the Defense Acquisition Regulations Council (Councils) as a uthorized by 41 U.S.C. 1908, must a ddress a dministrative, c ontractual, or leg al remed ies in instance s w here contractors violate or breach contract terms, and provide for such sanctions and penalties as appropriate.
Pursuant to Federal Rule (A) above, when a Participating Agency expends federal funds, the Participating Agency reserves all rights and privileges under the applicable laws and regulations with respect to this procurement in the event of breach of contract by either party.
Does offeror agree? YES Initials of Authorized Representative of offeror (B) Termination for c ause and for c onvenience by the gra ntee or s ubgrantee in cluding the ma nner by wh ich it will b e eff
ected and the basis for settlement. (All contracts in excess of $10,000) Pursuant to Federal Rule (B) above, when a Participating Agency expends federal funds, the Participating Agency reserves the right to immediately terminate any a greement in excess of $10,000 resulting from this procurement process in the event of a breach or default of the agreement by Offeror as detailed in the terms of the contract.
Does offeror agree? YES Initials of Authorized Representative of offeror (C) Equal E mployment O pportunity. Except as otherwise pro vided u nder 41 CFR Part 60, all c ontracts that meet th e d
efinition of “feder ally assisted construction contract” in 41 CFR Part 60- 1.3 must include the equal opportunity clause p
rovided under 41 CFR 60- 1.4(b), in accordan ce with Exec utive Order 11246, “Equal Employment Oppor tunity” (30 CF R 12319, 12935, 3 CFR Part, 1964-19 65 Comp., p. 339), as amended by Exec utive Order 11375, “Amending Executive Order 11246 Relating to E qual E mployment Opportunity,” and i mplementing regulations at 41 CFR part 60, “Office of Feder al C
ontract Compliance Programs, Equal Employment Opportunity, Department of Labor.”
Version September 29, 2020
Pursuant to Feder al Rule (C) above, when a Participating Agency expends federal funds on a ny fed erally assisted constr uction contract, the equal opportunity clause is incorporated by reference herein.
Does offeror agree to abide by the above? YES Initials of Authorized Representative of offeror (D
) Davis-Bacon Ac t, as ame nded ( 40 U.S.C. 3141-314 8). Wh en re quired by Feder al pr ogram legislation, all prim e con
struction c ontracts in exce ss of $2 ,000 awarded by non-Federal e ntities must in clude a pro vision for c ompliance wi
th the Davis-Bacon Act (40 U.S.C. 3141-3144, and 3146-3148) as supplemented by Department of Labor regulations (29 CFR Part 5, “La bor Sta ndards Provisions Ap plicable to Contracts Covering Feder ally Financed and Assisted Construction”). In accordan ce with the statute, contractors must be re quired to p ay wages to labor ers and mechanics at a rate not less th an the prev ailing wag es specif ied in a wage determination made by the Secretary of La bor. In addition, contractors must be required to pay wages not less than once a week. The non-Federal entity must place a copy of the current prevailing wage determination issued by the Department of Labor in each solicitation. The decision to award a co ntract or s ubcontract must be co nditioned upon the acc eptance of the wage determ ination. The non - Federal entity must re port all suspe cted or report ed violations to the Feder al awarding agency. The cont racts must also i nclude a provision for comp liance with the Copeland “Anti- Kickback” Act ( 40 U.S.C. 314 5), as supp lemented by Department of Labor regulations (29 CFR Part 3, “Contractors and Subcontractors on Public Building or Public Work Financed in Whole or in Part by Loans or Gra nts from the United States”). The Act pro vides that each contractor or subrecipient must be prohibited from inducing, by any means, any person employed in the construction, completion, or repair of public work, to give up an y part of the c ompensation to wh ich he or sh e is otherwise entitled. The non -Federal e ntity mu st report all suspected or reported violations to the Federal awarding agency.
Purs uant to Feder al Rule ( D) ab ove, when a Participating Agency expends federal funds d uring the term of an award for all contracts and subgrants for construction or repair, offeror will be in compliance with all applicable Davis-Bacon Act provisions.
Does offeror agree? YES Initials of Authorized Representative of offeror (E) Contract Work Hours and Safety Sta ndards Act (40 U.S.C. 3701-370 8). Where applicable, all contracts awarded by the non-Federal entity in excess of $100 ,000 that involve the e mployment of me chanics or laborers must include a provision for compliance with 40 U.S.C. 3702 and 3704, as supplemented by Department of Labor regulations (29 CFR Part 5). Under 40 U.S.C. 3702 of the Act, each contractor must be re quired to compute the wages of every me chanic and laborer on the basis of a standard work week of 40 hours. Work in excess of the standard work week is perm issible provided that the worker is compensated at a rate of not less than one and a h alf times the basic rate of p ay for all hours worked in excess of
40 hours in the work week. The requirements o f 40 U.S.C. 3704 are applicable to construction work and provide that no laborer or mechanic must be required to work in surroundings or under working conditions which are unsanitary, hazardous or dangerous. These requirements do not apply to the purchases of supplies or materials or articles ordinarily avail able on the open market, or contracts for transportation or transmission of intelligence.
Pursuant to Feder al Rule (E) above, when a Participating Agency expends federal funds, offeror cer tifies that offeror will be in compliance with all applicable provisions of the Contract Work Hours and S afety Standards Act during the term of an award for all contracts by Participating Agency resulting from this procurement process.
Does offeror agree? YES Initials of Authorized Representative of offeror (F) Rights to Inv entions Made Under a Contract or Agreement. If the Feder al award me ets the definition of “fund ing a
greement” under 37 CFR §401 .2 ( a) and the recip ient or s ubrecipient wish es to e nter i nto a c ontract with a sm all bu
siness firm or nonprofit organization regarding the substitution of parties, assignment or performance of experimental, developmental, or resear ch work under that “funding agre ement,” the recip ient or subrecipient mus t comply with the requirements of 37 CFR Part 401, “Rights to Inventions Made by Nonprofit Organizations and Small Business Firms Under Government Grants, Contracts and Cooperative Agreements,” and an y implementing regulations issued by the awarding agency.
Pursuant to Federal Rule (F) above, when federal funds are expended by Participating Agency, the offeror certifies that during the term of an award for all contracts by Participating Agency resulting from this procurement process, the offeror agrees to comply with all applicable requirements as referenced in Federal Rule (F) above.
Does offeror agree? YES Initials of Authorized Representative of offeror (G) Clean Air Act (42 U.S.C. 7401-7671q.) and the Federal Water Pollution Control Act (33 U.S.C. 1251-1387), as amended— Contracts and subgrants of amounts in excess of $150,000 must contain a provision that requires the non - Federal award to agree to comply with all applicable standards, orders or regulations issued pursuant to the Clean Air Act (42 U.S.C. 7401- 7671q) and the Federal Water Pollution Control Act as amended (33 U.S.C. 1251- 1387). Violations must be re ported to the Federal awarding agen cy and the Regional O ffice of the Environmental Protection Agency (EPA)
Version September 29, 2020
Pursuant to Federal Rule (G) above, when federal funds are expended by Participating Agency, the offeror certifies that during the term of an award for all contracts by Participating Agency member r esulting from this procurement process, the offeror a grees to comply with all applicable requirements as referenced in Federal Rule (G) above.
Does offeror agree? YES Initials of Authorized Representative of offeror (H) Debarment and Suspen sion (Executive Orders 125 49 and 12689)—A c ontract award (see 2 CFR 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 Executive Office of the President Office of Management and Budget (OMB) guidelines at 2 CFR 180 that i mplement Executive Orders 12549 (3 CFR part 19 86 Comp., p. 18 9) an d 12689 (3 CFR part 19 89 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.
Pursuant to Federal Rule (H) above, when federal funds are expend ed by Participating Agency, the offeror certifies that during the term of an award for all contracts by Participating Agency resulting from this procurement process, the offeror certifies that neither it n or its pr incipals is pr esently deba rred, suspended, proposed f or deba rment, declared ineligible, or voluntarily ex cluded f rom participation by any federal department or agency. If at any time during the term of an award the offeror or its principals becomes debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation by any federal department or agency, the offeror will notify the Participating Agency.
Does offeror agree? YES Initials of Authorized Representative of offeror (I) Byrd Anti-Lobbying Amendment ( 31 U.S.C. 1352)— Contractors that a pply or b id for an award exceeding $100 ,000 must file the requ ired c
ertification. Each tier certifies to the tier above that it will not and has not 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 e mployee of Congress, or an e mployee of a me mber of Congress in connection with obtaining any Feder al c ontract, grant or any other award cover ed by 31 U.S.C. 1352. Each t ier must also disclose any lobbying with non-Federal funds that takes p lace in connection with obt aining any Feder al award. Such disclosures are forwarded from tier to tier up to the non-Federal award.
Pursuant to Federal Rule (I) above, when federal funds are expended by Participating Agency, the offeror certifies that during the term and after the awarded term of an award for all contracts by Participating Agency resulting from this procurement process, the offeror certifies that it is in compliance with all applicable provisions of the Byrd A nti-Lobbying Amendment (31 U.S.C. 1352). T he undersigned further certifies that:
(1) No Federal appropriated funds have been paid or will be paid for on behalf of the undersigned, to any person for influencing or attempting to influence an officer or em ployee of any agency, a Member of Congress, an officer or employee of congress, or an employee of a Member of Congress in connection with the awarding of a Federal contract, the making of a Federal grant, the making of a Federal loan, the entering into a cooperative agreement, and the extension, continuation, renewal, amendment, or modification of a Feder al contract, grant, loan, or cooperative agreement. (2) If any funds other than Feder al appro priated funds have be en pa id or will be pa id to any person for influencing or attempting to influence an officer or em ployee of any agency, a Member of Congress, an officer or employee of congress, or an employee of a Member of Congress in connection with this Federal grant or cooperative agreement, the undersigned shall complete and submit Standard Form-LLL, “Disclosure Form to Report Lobbying”, in accordance with its instructions. (3) The undersigned shall require that the language of this certification be included in the award documents for all covered sub- awards exceeding $100,000 in Federal funds at all appropriate tiers and that all subrecipients shall certify and disclose accordingly.
Does offeror agree? YES Initials of Authorized Representative of offeror
RECORD RETENTION REQUIREMENTS FOR CONTRACTS INVOLVING FEDERAL FUNDS When federal funds are expended by Participating Agency for any contract resulting from this procurement process, offeror certifies that it wi ll comply with the record r etention requirements detailed in 2 CFR § 200 .333. The offeror further certifies that offeror will retain all records as req uired by 2 CFR § 20 0.333 for a p eriod of three ye ars after gran tees or subgrantees subm it final expenditure reports or quarterly or annual financial reports, as applicable, and all other pending matters are closed.
Does offeror agree? YES Initials of Authorized Representative of offeror
CERTIFICATION OF COMPLIANCE WITH THE ENERGY POLICY AND CONSERVATION ACT When Participating Agency expends federal funds for any contract resulting from this procuremen t process, offeror certifies that it will com ply with the manda tory stand ards an d p olicies r elating to ener gy efficiency which are contained in the s tate ener gy conservation plan issued in compliance with the Energy Policy and Conservation Act (42 U.S.C. 6321 et seq.; 49 C.F.R. Part 18).
Version September 29, 2020
Does offeror agree? YES Initials of Authorized Representative of offeror
CERTIFICATION OF COMPLIANCE WITH BUY AMERICA PROVISIONS To the extent purchases are made with Federal Highway Administration, Federal Railroad Administration, or Federal Transit Administration funds, offeror certifies that its products comply with all applicable provisions of the Buy America Act and agrees to provide such certification or applicable waiver with respect to specific products to any Participating Agency upon request.
Purchases made in accordance with the Buy America Act must still follow the applicable procurement rules calling for free and open competition.
Does offeror agree? YES Initials of Authorized Representative of offeror CERTIFICATION OF ACCESS TO RECORDS – 2 C.F.R. § 200.336 Offeror agrees that the Inspector General of the Agency or any of their duly authorized representatives shall have access to any documents, papers, or other records of offeror that are p ertinent to offeror’s discharge of its obligations under the Contract for the purpose of ma king au dits, exam inations, excerpts, and tran scriptions. T he rig ht also includes timely an d reasonable access to offeror’s personnel for the purpose of interview and discussion relating to such documents.
Does offeror agree? YES Initials of Authorized Representative of offeror
CERTIFICATION OF APPLICABILITY TO SUBCONTRACTORS
Offeror agrees that all contracts it awards pursuant to the Contract shall be bound by the foregoing terms and conditions.
Does offeror agree? YES Initials of Authorized Representative of offeror Off
eror agrees to comply with all federal, state, and local laws, rules, regulations and ordinances, as applicable. It is further acknowledged that offeror certifies compliance with all provisions, laws, acts, regulations, etc. as specifically noted above.
Offero
r’s Name: ____________________________________________________________________________________________ Addres
s, City, State, and Zip Code: _____________________________________________________________________________ Phone Number:___________________________________ F ax Number: ______________________________________ Print
ed Name and Title of Authorized Representative:______________________________________________________________________ Email Address: ____________________________________________________________________________________________ Signatur
e of Authorized Representative: ____________________________________Date: _____________________________ CDW Government LLC
230 N. Milwaukee Ave, Vernon Hills
847.371.5800 847.465.6800
David Hutchins, Vice President Strategic Programs
[email protected]
01/15/2021
Version September 29, 2020
E
XHIBIT G
NEW JERSEY BUSINESS COMPLIANCE
NEW
JERSEY BUSINESS COMPLIANCE
S
uppliers intending to do business in the State of New Jersey must comply with policies and procedures required under New Jersey statues. All offerors submitting proposals must complete the following forms specific to the State of New Jersey. Completed forms should be submitted with the offeror’s response to the RFP. Failure to complete the New Jersey packet will impact OMNIA Partners’ ability to promote the Master Agreement in the State of New Jersey.
DOC
#1 Statement of Ownership Disclosure
DOC #2 Non-Collusion Affidavit
DOC #3 Affirmative Action Affidavit
DOC #4 Political Contribution Disclosure Form
DOC #5 Stockholder Disclosure Certification
DOC #6 Certification of Non-Involvement in Prohibited Activities in Iran DOC #7 New Jersey Business Registration Certificate
DOC #8 EEOAA Evidence
DOC #9 McBride-Principles
Ne
w Jersey suppliers are required to comply with the following New Jersey statutes when applicable:
• all a
nti-discrimination laws, including those contained in N.J.S.A. 10:2-1 through N.J.S.A. 10:2-14, N.J.S.A. 10:5-1, and N.J.S.A. 10:5-31 through 10:5-38; • P
revailing Wage Act, N.J.S.A. 34:11-56.26, for all contracts within the contemplation of the Act;
• P
ublic Works Contractor Registration Act, N.J.S.A. 34:11-56.26; and • B
id and Performance Security, as required by the applicable municipal or state statutes.
Du
e to COVID-19, documents requiring a notary seal may be obtained later upon request
Version September 29, 2020
DOC #1
STATEMENT OF OWNERSHIP DISCLOSURE
N.J.S.A. 52:25-24.2 (P.L. 1977, c.33, as amended by P.L. 2016, c.43) This statement shall be completed, certified to, and included with all bid and proposal submissions.
Failure to submit the required information is cause for automatic rejection of the bid or proposal.
Name of Organization:_______________________________________________________ Organization Address:_______________________________________________________ Part I Check the box that represents the type of business organization:
Sole Proprietorship (skip Parts II and III, execute certification in Part IV) Non-Profit Corporation (skip Parts II and III, execute certification in Part IV) For-Profit Corporation (any type) Limited Liability Company (LLC) Partnership Limited Partnership Limited Liability Partnership (LLP) Part II
The list below contains the names and addresses of all stockholders in the corporation who own 10 percent or more of its stock, of any class, or of all individual partners in the partnership who own a 10 percent or greater interest therein, or of all members in the limited liability company who own a 10 percent or greater interest therein, as the case may be. (COMPLETE THE LIST BELOW IN THIS SECTION) OR
No one stockholder in the corporation owns 10 percent or more of its stock, of any class, or no individual partner in the partnership owns a 10 percent or greater interest therein, or no member in the limited liability company owns a 10 percent or greater interest therein, as the case may be. (SKIP TO PART IV) (Please attach additional sheets if more space is needed):
Name of Individual or Business Entity Home Address (for Individuals) or Business Address CDW Government LLC
230 N. Milwaukee Ave, Vernon Hills, IL 60061
Other (be specific): _ __________________
X
X
Version September 29, 2020
Part III DISCLOSURE OF 10% OR GREATER OWNERSHIP IN THE STOCKHOLDERS,
PARTNERS OR LLC MEMBERS LISTED IN PART II
If a bidder has a direct or indirect parent entity which is publicly traded, and any person holds a 10 percent or greater beneficial interest in the publicly traded parent entity as of the last annual federal Security and Exchange Commission (SEC) or foreign equivalent filing, ownership disclosure can be met by providing links to the website(s) containing the last annual filing(s) with the federal Securities and Exchange Commission (or foreign equivalent) that contain the name and address of each person holding a 10% or greater beneficial interest in the publicly traded parent entity, along with the relevant page numbers of the filing(s) that contain the information on each such person. Attach additional sheets if more space is needed.
Website (URL) containing the last annual SEC (or foreign equivalent) filing Page #’s Please list the names and addresses of each stockholder, partner or member owning a 10 percent or greater interest in any corresponding corporation, partnership and/or limited liability company (LLC) listed in Part II other than for any publicly traded parent entities referenced above. The disclosure shall be continued until names and addresses of every noncorporate stockholder, and individual partner, and member exceeding the 10 percent ownership criteria established pursuant to N.J.S.A. 52:25-24.2 has been listed. Attach additional sheets if more space is needed.
Stockholder/Partner/Member and Corresponding
Entity Listed in Part II
Home Address (for Individuals) or Business Address
Part IV Certification
I, being duly sworn upon my oath, hereby represent that the foregoing information and any attachments thereto to the best of my knowledge are true and complete. I acknowledge: that I am authorized to execute this certification on behalf of the bidder/proposer; that the <name of contracting unit> is relying on the information contained herein and that I am under a continuing obligation from the date of this certification through the completion of any contracts with <type of contracting unit> to notify the <type of contracting unit> in writing of any changes to the information contained herein; that I am aware that it is a criminal offense to make a false statement or misrepresentation in this certification, and if I do so, I am subject to criminal prosecution under the law and that it will constitute a material breach of my agreement(s) with the, permitting the <type of contracting unit> to declare any contract(s) resulting from this certification void and unenforceable.
Full Na
me (Print): Title:
Signature: Date:
David Hutchins Vice President, Strategic Programs
01/15/2021
Version September 29, 2020
DOC #2
NO
N-COLLUSION AFFIDAVIT
STANDARD BID DOCUMENT REFERENCE
Reference: VII-H
Name of Form: NON-COLLUSION AFFIDAVIT
Statutory Reference: No specific statutory reference
State Statutory Reference N.J.S.A. 52:34-15
Instructions Reference: Statutory and Other Requirements VII-H Description:
The Owner’s use of this form is optional. It is used to ensure that the bidder has not participated in any collusion with any other bidder or Owner representative or otherwise taken any action in restraint of free and competitive bidding.
Version September 29, 2020
NON-COLLUSION AFFIDAVIT
State of New J
ersey
County of _________________ ss:
I, ________________________________ residing
in ___________________________________
(name of affiant) (name of municipalit y)
in the County of _______________________________ and State of _____________________of full age, being duly sworn according to law on my oath depose and say that:
I am _____________________________________ of the
firm of _________________________
(title or position) (name of firm)
_____________________________________ the bidde
r making this Proposal for the bid
entitled ______________
________________, and that I executed the said proposal with (title of bid proposal)
full authority to do so that said bidder has not, directly or indirectly entered into any agreement, participated in any collusion, or otherwise taken any action in restraint of free, competitive bidding in connection with the above named project; and that all statements contained in said proposal and in this affidavit are true and correct, and made with full knowledge that the ______________ _________________________relies upon the truth of the statements contained in said Proposal (name of contracting unit)
and in the statements contained in this affidavit in awarding the contract for the said project.
I further warrant t
hat no person or selling agency has been employed or retained to solicit or secure such contract upon an agreement or understanding for a commission, percentage, brokerage, or contingent fee, except bona fide employees or bona fide established commercial or selling agencies maintained by _________________________________________________.
Subscribed and s
worn to
before me this
day _____________________________
Signature
________________, 2____ ___________________________________ (Type or print name of affiant under signature)
_____________________________
Notary public of
My Commission
expires _______________
(Seal)
David Hutchins
Vice President, Strategic Programs CDW Government LLC
Technology Solutions, Products
and Services (21-04)
Region 4 Education
Service Center
David Hutchins
Libertyville
Lake Illinois
Version September 29, 2020
DOC #3
AFFIRM
ATIVE ACTION AFFIDAVIT
(P.L. 1975, C.127)
Compan
y Name:
Street:
City, State, Zip Code:
Proposal Certification:
Indicate below company’s compliance with New Jersey Affirmative Action regulations. Company’s proposal will be accepted even if company is not in compliance at this time. No contract and/or purchase order may be issued, however, until all Affirmative Action requirements are met.
Required Affirmative Action Evidence:
Procurement, Professional & Service Contracts (Exhibit A) Vendors must submit with proposal:
1. A photo copy of their Federal Letter of Affirmative Action Plan Approval OR
2. A photo copy of their Certificate of Employee Information Report OR
3. A complete Affirmative Action Employee Information Report (AA302) ________ Public Work – Over $50,000 Total Project Cost:
A. No approved Federal or New Jersey Affirmative Action Plan. We will complete Report Form AA201-A upon receipt from the
B. Approved
Federal or New Jersey Plan – certificate enclosed
I furt
her certify that the statements and information contained herein, are complete and correct to the best of my knowledge and belief.
_______________________ _________________________________ Dat
e Au thorized Signature and Title
CDW Government LLC
230 N Milwaukee Ave
Vernon Hills, IL 60061
01/15/2021
Version September 29, 2020
D
OC #3, continued
P
.L. 1995, c. 127 (N.J.A.C. 17:27)
MANDATORY AFFIRMATIVE ACTION LANGUAGE
PROCUREMENT, PROFESSIONAL AND SERVICE
CONTRACTS
During the performance of this contract, the contractor agrees as follows:
The contractor or subcontractor, where applicable, will not discriminate against any employee or applicant for employment because of age, race, creed, color, national origin, ancestry, marital status, sex, affectional or sexual orientation. The contractor will take affirmative action to ensure that such applicants are recruited and employed, and that employees are treated during employment, without regard to their age, race, creed, color, nati onal origin, ancestry, marital status, sex, affectional or sexual orientation. Such action shall include, but not be limited to the following:
employment, upgrading, demotion, or transfer; recruitment or recruitment advertising; layoff or termination; ra tes of pay or other forms of compensation; and selection for training, including apprenticeship. The contractor agrees to post in conspicuous places, available to employees and applicants for employment, notices to be provided by the Public Agency Compliance Officer setting forth provisions of this non-discrimination clause.
The contractor or subcontractor, where applicable will, in all solicitations or advertisement for employees placed by or on behalf of the contractor, state that all qualified applicants will receive consideration for employment without regard to age, race, creed, color, national origin, ancestry, marital status, sex, affectional or sexual orientation.
The contractor or subcontractor, where applicable, will send to each labor union or representative of workers with which it has a collective bargaining agreement or other contract or understanding, a notice, to be provided by the agency contracting officer advising the labor union or workers' representative of the contractor's commitments under this act and shall post copies of the notice in conspicuous places available to employees and applicants for employment.
The contractor or subcontractor, where applicable, agrees to comply with any regulations promulgated by the Treasurer pursuant to P.L. 1975, c. 127, as amended and supplemented from time to time and the Americans with Disabilities Act.
The contractor or subcontractor agrees to attempt in good faith to employ minority and female workers trade consistent with the applicable county employment goal prescribed by N.J.A.C. 17:27- 5.2 promulgated by the Treasurer pursuant to P.L. 1975, C.127, as amended and supplemented from time to time or in accordance with a binding determination of the applicable county employment goals determined by the Affirmative Action Office pursuant to N.J.A.C. 17:27 -5.2 promulgated by the Treasurer pursuant to P.L. 1975, C.127, as amended and supplemented from time to time.
The contractor or subcontractor agrees to inform in writing appropriate recruitment agencies in the area, including employment agencies, placement bureaus, colleges, universities, labor unions, that it does not discriminate on the basis of age, creed, color, national origin, ancestry, marital status, sex, affectional or sexual orientation, and tha t it will discontinue the use of any recruitment agency which engages in direct or indirect discriminatory practices.
The contractor or subcontractor agrees to revise any of it testing procedures, if necessary, to assure that all personnel testing conforms with the principles of job -related testing, as established by the statutes and court decisions of the state of New Jersey and as established by applicable Federal law and applicable Federal court decisions.
The contractor or subcontractor agrees to review all procedures relating to transfer, upgrading, downgrading and lay- off to ensure that all such actions are taken without regard to age, creed, color, national origin, ancestry, marital status, sex, affectional or sexual orientation, and conform with the applicable employment goals, consistent with the statutes and court decisions of the State of New Jersey, and applicable Federal law and applicable Federal court decisions.
The contractor and its subcontractors shall furnish such reports or other documents to the Affirmative Action Office as may be requested by the office from time to time in order to carry out the purposes of these regulations, and public agencies shall furnish such information as may be requested by the Affirmative Action Office for conducting a compliance investigation pursuant to Subchapter 10 of the Administrative Code (NJAC 17:27) . ____
____________________________________________
Signature of Procurement Agent
Version September 29, 2020
DOC
#4
C. 2
71 POLITICAL CONTRIBUTION DISCLOSURE FORM
Public Agency Instructions
This page provides guidance to public agencies entering into contracts with business entities that are required to file Political Contribution Disclosure forms with the agency. It is not intended to be provided to contractors. What follows are instructions on the use of form local units can provide to contractors that are required to disclose political contributions pursuant to N.J.S.A. 19:44A-20.26 (P.L. 2005, c. 271, s.2). Additional information on the process is available in Local Finance Notice 2006- 1 ( http://www.nj.gov/dca/divisions/dlgs/resources/lfns_2006.html). Please refer back to these instructions for the appropriate links, as the Local Finance Notices include links that are no longer operational.
1. The disclosure is required for all contracts in excess of $17,500 that are not awarded pursuant to a “fair and open” process (N.J.S.A. 19:44A-20.7).
2. Due to the potential length of some contractor submissions, the public agency should consider allowing data to be submitted in electronic form (i.e., spreadsheet, pdf file, etc.). Submissions must be kept with the contract documents or in an appropriate computer file and be available for public access. The form is worded to accept this alternate submission. The text should be amended if electronic submission will not be allowed.
3. The submission must be received from the contractor and on file at least 10 days prior to award of the contract.
Resolutions of award should reflect that the disclosure has been received and is on file.
4. The contractor must disclose contributions made to candidate and party committees covering a wide range of public agencies, including all public agencies that have elected officials in the county of the public agency, state legislative positions, and various state entities. The Division of Local Government Services recommends that contractors be provided a list of the affected agencies. This will assist contractors in determining the campaign and political committees of the officials and candidates affected by the disclosure. a. The Division has prepared model disclosure forms for each county. They can be downloaded from the “County PCD Forms” link on the Pay- to-Play web site at http://www.nj.gov/dca/divisions/dlgs/programs/lpcl.html#12 .
They will be updated from time-to-time as necessary.
b. A public agency using these forms should edit them to properly reflect the correct legislative district(s). As t
he forms are county- based, they list all legislative districts in each county. Districts that do not represent the public agency should be removed from the lists.
c. Some contractors may find it easier to provide a single list that covers all contributions, regardless of the county.
These submissions are appropriate and should be accepted. d. The form may be used “as-is”, subject to edits as described herein. e. The “Contractor Instructions” sheet is intended to be provided with the form. It is recommended that the Instructions and the form be printed on the same piece of paper. The form notes that the Instructions are printed on the back of the form; where that is not the case, the text should be edited accordingly. f. The form is a Word document and can be edited to meet local needs, and posted for download on web sites, used as an e-mail attachment, or provided as a printed document.
5. I
t is recommended that the contractor also complete a “Stockholder Disclosure Certification.” This will assist the local unit in its obligation to ensure that contractor did not make any prohibited contributions to the committees listed on the Business Entity Disclosure Certification in the 12 months prior to the contract (See Local Finance Notice 2006-7 for additional information on this obligation a t h
ttp://www.nj.gov/dca/divisions/dlgs/resources/lfns_2006.html). A sample Certification form is part of this package and the instruction to complete it is included in the Contractor Instructions. NOTE: This section is not applicable to Boards of Education.
Version September 29, 2020
D
OC #4, continued
C. 271
POLITICAL CONTRIBUTION DISCLOSURE FORM
Contractor Instructions
Business entities (contractors) receiving contracts from a public agency that are NOT awarded pursuant to a “fair and open” process (defined at N.J.S.A. 19:44A-20.7) are subject to the provisions of P.L. 2005, c. 271, s.2 (N.J.S.A. 19:44A-
20.26). This law provides that 10 days prior to the award of such a contract, the contractor shall disclose contributions to:
• a
ny State, county, or municipal committee of a political party • any legislative leadership committee*
• a
ny continuing political committee (a.k.a., political action committee) • any candidate committee of a candidate for, or holder of, an elective office:
o of the public entity awarding the contract
o of that county in which that public entity is located o of another public entity within that county
o or of a legislative district in which that public entity is located or, when the public entity is a county, of any legislative district which includes all or part of the county The disclosure must list reportable contributions to any of the committees that exceed $300 per election cycle that were made during the 12 months prior to award of the contract. See N.J.S.A. 19:44A-8 and 19:44A-16 for more details on reportable contributions.
N.J.S.A. 19:44A-20.26 itemizes the parties from whom contributions must be disclosed when a business entity is not a natural person. This includes the following:
• individuals with an “interest” ownership or control of more than 10% of the profits or assets of a business entity or 10% of the stock in the case of a business entity that is a corporation for profit • all principals, partners, officers, or directors of the business entity or their spouses • any subsidiaries directly or indirectly controlled by the business entity • IRS Code Section 527 New Jersey based organizations, directly or indirectly controlled by the business entity and filing as continuing political committees, (PACs).
When the business entity is a natural person, “a contribution by that person’s spouse or child, residing therewith, shall be deemed to be a contribution by the business entity.” [ N.J.S.A. 19:44A-20.26(b)] The contributor must be listed on the disclosure.
A
ny business entity that fails to comply with the disclosure provisions shall be subject to a fine imposed by ELEC in an amount to be determined by the Commission which may be based upon the amount that the business entity failed to report.
T
he enclosed list of agencies is provided to assist the contractor in identifying those public agencies whose elected official and/or candidate campaign committees are affected by the disclosure requirement. It is the contractor’s responsibility to identify the specific committees to which contributions may have been made and need to be disclosed. The disclosed information may exceed the minimum requirement.
T
he enclosed form, a content-consistent facsimile, or an electronic data file containing the required details (along with a signed cover sheet) may be used as the contractor’s submission and is disclosable to the public under the Open Public Records Act.
T
he contractor must also complete the attached Stockholder Disclosure Certification. This will assist the agency in meeting its obligations under the law. NOTE: This section does not apply to Board of Education contracts. * N .J.S.A. 19:44A-3(s): “The term "legislative leadership committee" means a committee established, authorized to be established, or designated by the President of the Senate, the Minority Leader of the Senate , the Speaker of the General Assembly or the Minority Leader of the General Assembly pursuant to section 16 of P.L.1993, c.65 (C.19:44A -10.1) for the purpose of receiving contributions and making expenditures.”
Version September 29, 2020
DOC #4, c
ontinued
C. 271 POLITICAL CONTRIBUTION DISCLOSURE FORM
Required Pursuant to N.J.S.A. 19:44A-20.26
This form or its permitted facsimile must be submitted to the local unit no later than 10 days prior to the award of the contract.
Part I – Vendor Information
Vendor Name:
Address:
City: State: Zip:
The undersigned being authorized to certify, hereby certifies that the submission provided herein represents compliance with the provisions of N.J.S.A. 19:44A-20.26 and as represented by the Instructions accompanying this form.
______________________
_ _______________________ ________________________ Signature Printed Name Title
Part II – Contribution Disclosure
Disclosure requirement: Pursuant to N.J.S.A. 19:44A-20.26 this disclosure must include all reportable political contributions (more than $300 per election cycle) over the 12 months prior to submission to the committees of the government entities listed on the form provided by the local unit. Check here if disclosure is provided in electronic form Contributor Name Recipient Name Date Dollar Amount
$
Check here if the information is continued on subsequent page(s) CDW Government LLC
230 N Milwaukee Ave
Vernon Hills IL 60061
David Hutchins Vice President, Strategic Programs
Version September 29, 2020
DOC
#4, continued
L
ist of Agencies with Elected Officials Required for Political Contribution Disclosure N.J.S.A. 19:44A-20.26
C
ounty Name:
State: Governor, and Legislative Leadership Committees
Legislative District #s:
State Senator and two members of the General Assembly per district.
C
ounty:
Freeholders County Clerk Sheriff
{County Executive} Surrogate
M
unicipalities (Mayor and members of governing body, regardless of title):
USERS SHOULD CREATE THEIR OWN FORM, OR DOWNLOAD
FROM THE PAY TO PLAY SECTION OF THE DLGS WEBSITE A
COUNTY-BASED, CUSTOMIZABLE FORM.
Version September 29, 2020
DOC #5
STO
CKHOLDER DISCLOSURE CERTIFICATION
Name of Business:
I certify that the list below contains the names and home addresses of all stockholders holding 10% or more of the issued and outstanding stock of the undersigned.
OR
I certify that no one stockholder owns 10% or more of the issued and outstanding stock of the undersigned.
Check the box that represents the type of business organization:
Partnership Corporation Sole Proprietorship
Limited Partnership Limited Liability Corporation Limited Liability Partnership Subchapter S Corporation
Sig
n and notarize the form below, and, if necessary, complete the stockholder list below.
Stockholders:
Name: Name:
Home Address: Home Address:
Name: Name:
Home Address: Home Address:
Name: Name:
Home Address: Home Address:
Subscribed and sworn before me this ___ day of ___________, 2__.
(Not
ary Public)
My Com
mission expires:
_________________________________
(Affiant)
(
Print name & title of affiant)
(Corporate Seal)
X
X Company
Version September 29, 2020
DOC
#6
C
ertification of Non-Involvement in Prohibited Activities in Iran Pursuant to N.J.S.A. 52:32-58, Offerors must certify that neither the Offeror, nor any of its parents, subsidiaries, and/or affiliates (as defined in N.J.S.A. 52:32 – 56(e) (3)), is listed on the Department of the Treasury’s List of Persons or Entities Engaging in Prohibited Investment Activities in Iran and that neither is involved in any of the investment activities set forth in N.J.S.A. 52:32 – 56(f).
O
fferors wishing to do business in New Jersey through this contract must fill out the Certification of Non-Involvement in Prohibited Activities in Iran here:
http://www.state.nj.us/humanservices/dfd/info/standard/fdc/disclosure_investmentact.pdf.
O
fferors should submit the above form completed with their proposal.
Version September 29, 2020
DOC
#7
NE
W JERSEY BUSINESS REGISTRATION CERTIFICATE
(N.J.S.A. 52:32-44)
Offerors wishing to do business in New Jersey must submit their State Division of Revenue issued Business Registration Certificate with their proposal here. Failure to do so will disqualify the Offeror from offering products or services in New Jersey through any resulting contract. h
ttps://www.njportal.com/DOR/BusinessRegistration/
8/24/2020 N.J. Department of Treasury - Division of Revenue, On-Line Inquiry https://www1.state.nj.us/TYTR_BRC/servlet/common/BRCLogin 1/1
STATE OF NEW JERSEY
BUSINESS REGISTRATION CERTIFICATE
Taxpayer Name: CDW GOVERNMENT LLC
Trade Name:
Address: 200 N MILWAUKEE A VE
VERNON HILLS, IL 60061-1577
Certificate Number: 1561883
Effective Date: May 10, 2010
Date of Issuance: August 24, 2020
For Office Use Only:
20200824125254927
Requirements for National Cooperative Contract
DOC #8
EEOAA E
VIDENCE
Equa
l Employment Opportunity/Affirmative Action
Goods, Professional Services & General Service Projects EEO/AA Evidence
Vendors are required to submit evidence of compliance with N.J.S.A. 10:5-31 et seq. and N.J.A.C. 17:27 in order to be considered a responsible vendor.
One of the following must be included with submission:
• Copy of Letter of Federal Approval
• Certificate of Employee Information Report
• Fully Executed Form AA302
• Fully Executed EEO-1 Report
See the guidelines at: http://www.state.nj.us/treasury/contract_compliance/pdf/pa.pdf for further information.
I certify that my bid package includes the required evidence per the above list and State website.
Name
: ______________________________ Title: _____________________ Signat
ure: ___________________________ Date: _____________________ David Hutchins Vice President, Strategic Programs
01/15/2021
Version September 29, 2020
CERTIFICATION
I, the undersigned, certify that I am authorized to execute this certification on behalf of the Vendor/Bidder, that the foregoing information and any attachments hereto, to the best of my knowledge are true and complete. I acknowledge that the State of New Jersey is relying on the information contained herein, and that the Vendor/Bidder is under a continuing obligation from the date of this certification through the completion of any contract(s) with the State to notify the State in writing of any changes to the information contained herein; that I am aware that it is a criminal offense to make a false statement or misrepresentation in this certification. If I do so, I will be subject to criminal prosecution under the law, and it will constitute a material breach of my agreement(s) with the State, permitting the State to declare any contract(s) resulting from this certification to be void and unenforceable.
DOC #9
MCBRIDE-PRINCIPLES
MACBRIDE PRINCIPALS FORM
_____________________
VENDOR’S/BIDDER’S REQUIREMENT
TO PROVIDE A CERTIFICATION IN COMPLIANCE WITH THE MACBRIDE PRINCIPALS AND NORTHERN IRELAND ACT OF 1989
Pursuant to Public Law 1995, c. 134, a responsible Vendor/Bidder selected, after public bidding, by the Director of the Division of Purchase and Property, pursuant to N.J.S.A. 52:34-12, must complete the certification below by checking one of the two options listed below and signing where indicated. If a Vendor/Bidder that would otherwise be awarded a purchase, contract or agreement does not complete the certification, then the Director may determine, in accordance with applicable law and rules, that it is in the best interest of the State to award the purchase, contract or agreement to another Vendor/Bidder that has completed the certification and has submitted a bid within five (5) percent of the most advantageous bid. If the Director finds contractors to be in violation of the principals that are the subject of this law, he/she shall take such action as may be appropriate and provided by law, rule or contract, including but not limited to, imposing sanctions, seeking compliance, recovering damages, declaring the party in default and seeking debarment or suspension of the party.
I, the undersigned, on behalf the Vendor/Bidder, certify pursuant to N.J.S.A. 52:34-12.2 that:
CHECK THE APPROPRIATE BOX
The Vendor/Bidder has no business operations in Northern Ireland; or OR
The Vendor/Bidder will take lawful steps in good faith to conduct any business operations it has in Northern Ireland in accordance with the MacBride principals of nondiscrimination in employment as set forth in section 2 of P.L. 1987, c. 177 (N.J.S.A. 52:18A-89.5) and in conformance with the United Kingdom’s Fair Employment (Northern Ireland) Act of 1989, and permit independent monitoring of its compliance with those principals.
Signature Date
Print Name and Title
STATE OF NEW JERSEY DEPARTMENT OF THE TREASURY
DIVISION OF PURCHASE AND PROPERTY
33 WEST STATE STREET, P.O. BOX 230
TRENTON, NEW JERSEY 08625-0230
BID SOLICITATION #: VENDOR/BIDDER: 21-04 CDW Government LLC X
David Hutchins, Vice President, Strategic Programs
01/15/2021
Region 4 ESC Technology Solutions, Products and Services RFP CDW Government LLC Attachments January 19, 2021
Attachment A – Our Commitment to the Environment
1 Our Commitment to the
Environment 2020
2 The History of CDW’s beGreen Program
CDW recogni
zes the need for responsible environmental management and conservaƟon of resources and has demonstrated its commitment to environmental management and principles of sustainable development through its beGreen program. The beGreen program provides coworkers with a plaƞorm to reduce, reuse and recycle in an effort to make CDW’s operaƟons leaner, more efficient and more environmentally responsible. CDW is commiƩed to reducing energy demands, managing energy consumpƟon and reducing environmental impact, while realizing economic growth and opportuniƟes. CDW conƟnually works to develop our efficiencies, waste reducƟon and comply with ISO 14001 standards. Since the incepƟon of the program, CDW has seen overwhelming coworker parƟcipaƟon in beGreen. They have the opportunity to share their green ideas with CDW and organize our sustainability goals. Coworkers have consistently responded to the campaign with suggesƟons, ideas and quesƟons. The feedback has been posiƟve and the level of parƟcipaƟon has surpassed our expectaƟons.
CDW has a cross funcƟonal team of coworkers who contribute to the program management, the beGreen Community.
The team consists of coworkers in mulƟple CDW locaƟons naƟonwide and in the UK collarboraƟng through email and conference calls. The community members, in turn, work to ensure the consistency and integrity of the beGreen program, as well as share feedback on concerns and support with each locaƟon’s needs. In the eleven years since its incepƟon, beGreen has conƟnued to thrive and grow.
beGreen focuses on several key areas: coworker educaƟon, community awareness, recycling, resource conservaƟon and ISO 14001 standard. We aspire to become an industry leader in environmental responsibility, because it’s the right thing to do. We’re proud of our innovaƟve programs, strong recycling and the energy saving efforts that CDW has implemented and we conƟnually improve upon these efforts.
ISO 14001:2015 Ce
rtiϐication
We are proud to report that CDW’s distribuƟon centers are ISO 14001 cerƟfied – the internaƟonal standard for environmental management systems. This cerƟficaƟon has been awarded to CDW’s distribuƟon centers located in Vernon Hills, IL. and North Las Vegas, NV.
"CDW is commiƩed to sustaining a strong environmental policy that helps protect the environment and provides our customers with an efficient and cost‐effecƟve way of doing business," said Jon Stevens, Senior Vice President, OperaƟons and Chief InformaƟon Officer at CDW. "We are honored to receive this cerƟficaƟon as a validaƟon of these ongoing efforts, and we appreciate our coworkers' dedicaƟon to serving the needs of our environment and customers." CDW's Environmental Management System (EMS) establishes a common reference for communicaƟng environmental management issues between CDW and its partners, customers, regulators and other stakeholders. Further, this system provides organizaƟonal structure, pracƟces, procedures, training, processes and resources for implemenƟng, reviewing and maintaining CDW's environmental policy.
F
or more InformaƟon about CDW’s ISO14001:2015 cerƟficaƟon, please contact [email protected].
3 Sustainability at CDW
In connecƟon with the beGreen program, CDW conƟnually improves upon our environmental sustainability. Here are some notable highlights regarding the many steps we’ve taken to make a difference:
LighƟng & Energy Management:
Our offices and DistribuƟon Centers are ouƞiƩed with automated climate control systems that only run when the spa
ce is occupied to help ensure we don’t waste power aŌer hours. The Vernon Hills DistribuƟon Center’s conveyor system detects w hen a product has not been carried on th e line for long
er than 5 minutes and automaƟcally shuts down unƟl a coworker restarts the line. The Las Vegas DistribuƟon Center’ s control system is designed t o monitor outside and inside tem peratures and
throƩles the system up and down accordingly. In the spring and fall seasons, the system is able to use outside air for cooling.
In our Vernon Hills locaƟon, we added tank less water heaters t o our Daycare/Fitness Center and to our c afé to reduce energy consumpƟon by
only heaƟng water when needed.
In 2015, the Las Vegas DistribuƟon center has updated all of their 455 waƩ metal halide high bay light fixtures with
192 waƩ LED fixtures with moƟon control sensors built into the fixtures for improved control, to reduce power usage, and to minimize our impact on the environment. In 2016, the Vernon Hills DistribuƟon Center updated the warehouse and parking lot with LED lights containing moƟon sensors. This allows us to reduce our power usage while minimizing our impact to the environment.
In 2016, the Vernon Hills DistribuƟon Center put in new air com pressors that are more energy efficient to avoid the wasted or high use energy.
In 2018, the Vernon Hills DistribuƟon Center installed a high efficiency chiller to save energy while creaƟng a comfortable environment for the coworkers.
In 2019, the Vernon Hills distribuƟon center replaced another compressor with a higher efficiency compressor that uses almost 36k less kilowaƩs annually.
In 2019, the Vernon Hills distribuƟon center replaced 356 lamps with moƟon censored LED lighƟng saving 17 waƩs annually per lamp at a total annual savings of 6052 wats.
Wa
ste Management:
CDW offers coworkers incenƟves to refill their drinking container s in our cafés to encourage the use of reusable boƩ
les and cups.
A company‐wide, internal toner cartridge recycling program was implemented to ensure proper disposal of cartridges.
CDW’s Vernon Hills locaƟon compost all back of the house materi als from our cafeteria to gain enriched soil and remove
the products from the landfill.
Eco‐friendly Alter
naƟves:
Our maintenance crews replace petroleum‐based degreaser product s, when possible, with a citrus‐based cleaner/degreaser that is made from natural products and is beƩer for the environment. Our cleaning crews also use natural and vinegar‐based cleaners in place of chemical cleaners that can be harmful to the environment.
Coworker Engagement:
MulƟple locaƟons parƟcipate in our annual Earth Day celebraƟon, i n t e n d e d t o e d u c a t e c o w o r k e r s o n sustainability by providing them with informaƟon and products. AddiƟonally, CDW’s parƟcipaƟon in Earth Hour encourages everyone to adopt energy efficiency measures to consume less energy, water and other natural resources. These events are held to assist our coworkers in considering sustainable opportuniƟes both at work and home.
In 2016, CDW Illinois locaƟons won the Illinois Governor's Sust ainability Award which showcased the h ard work put into our sustainability efforts.
4 Community
Through CDW’s Printer Supplies Program advanced membership, the customer will receive complimentary enrollment into the Print Releaf program.
In June of 2018, CDW partnered with Print Releaf to give our customers an opƟon that sustains our forests.
Print releaf is a patented soŌware plaƞorm that empowers businesses to sustain and grow our global forestry system. Print releaf measures your companies paper consumpƟon over Ɵme. Print releaf calculates the forest impact of your paper consumpƟon. Your paper footprint is automaƟcally reforested at planƟng sites of your choice.
In a lifeƟme statement dated 12/12/2019, since joining print releaf on 6/18/2018, CDW custo mers have collecƟvely
offset the equivalent of 108,434,177 total standard pages of paper consumpƟon by reforesƟng 13,013 standard trees.
5 1Paper count includes aƩached office recycling in the 200 N Milwaukee Ave building. *Paper count includes aƩached office recycling in the 200 N Milwaukee Ave building.
Recycling at CDW
CDW reduces and eliminates waste, when possible, through recycling. All waste is safely and responsibly handled and disposed. We also reuse when ever possible to avoid the waste stream and recycling efforts. Our DistribuƟon Centers employ programs that are designed to recycle corrugate, shrink wrap, wooden pallets and paper. In 2019, we recycled approximately 1,628 tons of corrugate, 804 tons of wooden and plasƟc pallets, 645 tons of shrink wrap and other
recyclables and 114 tons of paper
1. While fluctuaƟons vary
depending on the volume received each year, our recycling efforts have resulted in a consistent reducƟon in our waste hauls from three Ɵmes a week to only twice a year. The
import/export laws regarding recyclable material have made it challenging but not impossible to recycle. To the right is a graph displaying the total recycling results CDW has achieved at its DistribuƟon Centers.
As a part of our ISO 14001 cerƟficaƟon, CDW set a
goal for 2019 to maintain 90% diversion rate or
beƩer of waste sent to landfills by ensuring
recyclable items are properly disposed of through
our network of recycling bins at our Vernon Hills
DistribuƟon Center and our Las Vegas
DistribuƟon Center. To the leŌ is a look at our
annual tons recycled as compared to our waste
tonnage at our Vernon Hills and Las Vegas
distribuƟon centers.
Numerous recycling centers have been set up on
each floor of our office locaƟons, making it easy
and convenient for coworkers to recycle plasƟc,
cardboard, aluminum, glass and other materials.
Signs are posted in each recycling area making it
easy for coworkers and visitors alike to join CDW
in its ongoing commitment to environmental
sustainability.
Reducing Waste—Central Distribution center
Reducing Waste—Western Distribution center
6 Packaging & Transportation
CDW supports environmentally friendly shipping methods through efficient use of materials and natural resources. We achieve this through our shipping partners, recyclable packaging and smart packaging systems. Over 95% of our shipments use carriers
t
h a t a r e e n r o l l e d i n t h e E P A S m a r t W a y Transport Partnership2.
In 2019, we implemented direct lanes which creates a more efficient shipmen
t of boxes going to the same area. This ensures less sto ps for resorƟng and
decreases the carbon footprint.
Our pick‐pack shipping containers are made of the maximum allow able amount of post‐consumer recycled material and are 100% recyclable.
We are also focused on increasing capacity uƟlizaƟon in our sup ply chain through effecƟve transportaƟon rouƟng and carrier usage. CDW LogisƟcs works to consolidate sh ipments with suppliers to limit the amount of movement and touches along the supply chain, which enables c arrier partners to reduce their CO2 emissions.
We use manufacturer packaging when possible, with more than 50% of our shipments being sent in the original man
ufacturer packaging, instead of being repackaged in new boxes. We have also redesigned our box esƟmaƟon program to use the least amount of packaging necessary, while achieving industry best‐in‐cla ss levels and ensuring customer saƟsfacƟon. Today, our systems take i nto accoun
t the dimensions and weight of product to maximize the amount of product put into each box. We have implemented envelope shipping for small items that do n ot have a high risk of damage. This w ill limit
the amount of packaging required for recycling by the customer aŌer receipt. The envelopes are made from 100% recycled material and are 100% recyclable.
2“The Smart Way Transport Partnership helps freight companies improve fuel efficiency, increase environmental performance, and increase supply chain sustainability.” — EPA
7 CD
W’s Data Centers
CDW has an ongoing commitment to energy efficiency in our data centers. We test and implement new tools and programs to conƟnuously improve our energy usage and to help control operaƟonal costs. Our data centers have performed key upgrades to allow us to enhance and measure these efficiency improvements:
All light bulbs and ballasts have been replaced with high efficiency equivalents. Our Minneapolis office locaƟon installed a light Ɵmer that saves roughly 8 hours of “lighƟng Ɵme” daily. The esƟmated savings of having these 668 lights off for 8 hours per day translates to a savings of just under 20kWh of power saved daily.
The HVAC systems in the Madison & Minneapolis office locaƟons wer e redesigned to improve efficiency by allowing the air condiƟoners to consistently operate at their peak efficiency thereby reducing energy usage. Power Usage EffecƟveness (PUE) monitoring has been deployed in both the Madison and Minneapolis locaƟons.
This real Ɵ
me efficiency monitoring meets EPA standards for measuring data center PUE and provides CDW with a view of our e
nergy efficiency so adjustments can be made while also gauging the effecƟveness of our efforts. To date these
efforts have paid off in our data centers and have resulted in the following savings:
Air condiƟoning set points were in creased by an average of 6 degrees, translaƟng to a cooling uƟlity savings of nearly 25%.
Annual energy cost avoidance savings to date is over $300,000 and growing.
F o r m o r e i n f o r m a Ɵ o n o n t h e b e G r e e n p r o g r a m o r C D W ’ s s u s t a i n a b i lity efforts, please email [email protected].
Region 4 ESC Technology Solutions, Products and Services RFP CDW Government LLC Attachments January 19, 2021
Attachment B – Supplier Diversity Economic Impact 2019
Supplier Diversity Economic Impact 2019
1 DIVERSITY
MATTERS
CDW generates business opportunities that
position diverse suppliers for economic sustainability, yield competitive advantages for our company and deliver
exceptional technology experiences for our customers.
2019 SUPPLIER DIVERSITY ECONOMIC IMPACT 1
Contents
2019 SUPPLIER DIVERSITY ECONOMIC IMPACT
WE GET DIVERSITY
Our
Business
Our Supplier
Diversity Program
Our
Diverse Suppliers
Accomplishments
and the Future
3 9 21 30
2
Our Business
2019 SUPPLIER DIVERSITY ECONOMIC IMPACT 3
At CDW, we believe that Supplier
Diversity is about providing a
deep pool of suppliers who are
creative, innovative, and
competitive. It is not about hitting
spending goals and it isn’t a
handout.
Supplier Diversity enables us to
provide our customers the best
products on the market for the
highest value.
We invest more than dollars in
our suppliers. We invest our time
customized training, and
networking opportunities. And
commit to a long-term vision of
supply chain diversity so that you
are always at the bleeding edge
of exceptional technology.
2019 SUPPLIER DIVERSITY ECONOMIC IMPACT
Investing in supplier diversity is about
building a resilient supply chain with award-
winning customer experience.
4
Our Business
Annual Sales
(2019)
$18 Billion
Customers
250,000
Fortune 500
Rank (IT)
191
Purchases from Small &
Diverse Business
$2.1 Billion
Certified Small,
Diverse Partners
1,100+
2019 SUPPLIER DIVERSITY ECONOMIC IMPACT
CDW is the leading multi-brand
technology solutions provider to
business, government, education,
and healthcare customers in the
United States, the United Kingdom,
and Canada.
Founded in 1984, we offer our
customers a broad array of offerings
ranging from hardware and software
to integrated IT solutions such as
security, cloud, data center, and
networking.
5
The shared values that guide our behavior.
We run our business with passion and integrity.
We empower others to do their jobs.
We keep our commitments.
We treat others with respect.
We resolve conflict directly.
We listen.
We include stakeholders in the decision process.
We live our “philosophies of success” every day.
We make things happen.
The CDW Way
2019 SUPPLIER DIVERSITY ECONOMIC IMPACT 6
The CDW Business Model
Everything we do revolves around our customers.
Our Customers receive access to:
• More than 100,000 products
and services from more than
1,000 leading and emerging
supplier partners
• CDW’s deep technical
resources, including sellers,
highly-skilled technology
specialists and advanced
service delivery engineers.
• Value-added services to help
customers with their IT
lifecycle management.
2019 SUPPLIER DIVERSITY ECONOMIC IMPACT
CDW
Customers
Finance
& Legal
Information
Technology
Operations
Marketing
Technology
Services
Sales
Product & Partner
Management
Coworker
Services
7 CDW sits between customers and supplier partners, creating unique value for both.
And, our Supplier partners:
• Receive access to CDW’s
250,000+ customers
• The ability to augment their
product offerings with a wide
range of value-added IT and
distribution services.
• CDW serves as an extension
of its supplier partners’ sales
and marketing resources.
2019 SUPPLIER DIVERSITY ECONOMIC IMPACT
Our Supplier Diversity Program
8
Our Supplier
Diversity Program
CDW started its Supplier Diversity
program in 2007 to help its
customer meet their small and
diverse business goals. Since
then, CDW has continued to grow
its program, and our purchases
from diverse suppliers has grown
from $359M in 2007 to over $2.1
billion – a 472% increase in just
twelve years ago.
2019 SUPPLIER DIVERSITY ECONOMIC IMPACT 9
Since 2007, we have
spent more than $14
billion with small and
diverse businesses.
$359M
$481M
$617M $681M $713M
$791M
$991M
$1.2B $1.2B
$1.6B
$1.9B
$2B
$2.1B
2019 SUPPLIER DIVERSITY ECONOMIC IMPACT 9
$325.1M
$696.7M
$50.5M
$1.4B
Minority Women Veteran Small
Our spend with small
and diverse suppliers
in 2019
Note: Suppliers are counted in every category that they are certified.
Therefore, the numbers for each category cannot be added to match the total.
$2.1
billion
Our Purchases From Small And
Diverse Suppliers
In 2019, CDW continued to proactively seek
opportunities to engage and purchase from
small and diverse businesses. We see the
unwavering commitment to supplier
diversity as a means of strengthening our
procurement process. Equality is an
important aspect of our procurement vision
and is the most immediate way to make an
economic difference by putting resources
back into the community.
Measuring Economic Impact
Economic Impact
The impact of spending with a supplier is
greater than direct purchases CDW
makes from the company. This is
because money spent with the supplier
is spent again on payroll, goods and
services, and other suppliers in its supply
chain. The company’s employees use
their salaries to purchase goods and
services from other businesses.
Downstream suppliers similarly use the
proceeds from their sales on their
employees and other businesses. A
chain reaction of indirect and induced
spending continues. This economic
ripple effect is analyzed in an economic
impact assessment.
Economic Impact Metrics
Production: Purchases from diverse
businesses support economic activity at
these suppliers and creates a ripple effect
of purchases through the supply chain.
Jobs: Suppliers ramp up staff to support
additional sales. This supports jobs at the
diverse suppliers, within their supply chain
and in their communities.
Wages: Employees that hold these jobs earn
incomes that help support their families and
create additional spending.
2019 SUPPLIER DIVERSITY ECONOMIC IMPACT 10
Supplier diversity programs help foster jobs and economic activity in underrepresented segments of the business and customer community. Inclusive procurement practices provide opportunities to diverse businesses, that in turn provide greater representation, employment and economic advancement for minority, women, veteran and LGBTQ communities.
Economic impact is measured through
three metrics:
How Supplier Diversity Drives Economic Impact
Supplier diversity programs help foster jobs and economic activity in underrepresented segments of the business and customer community. Inclusive procurement practices provide opportunities to diverse businesses, that in turn provide greater representation, employment and economic advancement for minority, women, veteran and LGBTQ communities.
ECONOMIC
IMPACT
MULTIPLIER
EFFECT
Supplier Diversity
Purchases
CDW’s purchases through its
suppliers triggers a ripple
effect through its supply chain.
Direct Impact
This is impact at CDW’s immediate
suppliers who employ people and
other suppliers to support their sales
to CDW.
Indirect Impact
CDW’s suppliers purchase goods
and services from other suppliers
which creates jobs in their supply
chains.
Induced Impact
Employees at these jobs
support additional jobs in their
communities through purchases
of goods and services.
11
The Economic Impact
of CDW’s Supplier Diversity
Program
CDW’s supplier diversity
program spreads economic
development to communities
through engagement of small
diverse suppliers. The impact
of this program expands
beyond the immediate
suppliers. CDW’s diverse
suppliers and the employees
they hire engage other
suppliers in their supply chain
and in their communities.
This engagement creates a
multiplier effect that ripple
through the economy.
$2.1
billion
Purchases from small and
diverse businesses
$3.6 billion
Total economic production
generated through CDW’s
Supplier Diversity program.
22,058
Total jobs supported
$1.3 billion
Total wages by workers
earned from the resulting
economic activity
11
2019 SUPPLIER DIVERSITY ECONOMIC IMPACT 13
$325M 1,427MINORITY OWNED
BUSINESSES $106M
Our diverse suppliers hire employees and purchase additional materials in order to produce the products and services they sell to us. The $2.05 billion in purchases from these suppliers supported 11,076 jobs at these companies.
CDW
PURCHASES
JOBS
SUPPORTED
$1.4B 8,104SMALL
BUSINESSES $457M
$697M 3,257WOMEN OWNED
BUSINESSES $249M
$2.1B 11,076TOTAL $684M
$51M 243VETERAN OWNED
BUSINESSES $17M
WAGES
EARNED
Our Impacts On Our Diverse Suppliers
Note: Suppliers are counted in every category that they are certified. Therefore, the numbers for each category cannot be added to match the total.
The Multiplier Effect Of Our Spending
Our purchases from diverse businesses set off a series of additional business-to-business activity as our suppliers must in turn purchase from other businesses to provide their products and services. This ripple effect of purchases in the supply chain is called the indirect effect.
The jobs supported in the supply chain through the direct and indirect effects creates household wages. These wages are spent in the local communities, and this spending supports additional jobs. This is called the induced effect.
$810M 6,339INDUCED
IMPACT $288M
$1.6B 10,802TOTAL $618M
$746M 4,463INDIRECT
IMPACT $330M
ECONOMIC
PRODUCTION
JOBS
SUPPORTED
WAGES
EARNED
Top 10 Categories by Jobs at Diverse Suppliers
2019 SUPPLIER DIVERSITY ECONOMIC IMPACT 14
147
198
219
280
292
401
699
1,171
1,864
4,235
JOBS AT DIVERSE SUPPLIERS
Computer and Office Machine Repair and Maintenance
Custom Computer Programming Services
Toy and Hobby Goods and Supplies Merchant Wholesalers
Software and Compact Disc, Tape, and Record Reproducing Other Computer Related Services
Computer and Computer Peripheral Equipment and Software Merchant Wholesalers Computer Systems Design Services
Other
Software Publishers
Process, Physical Distribution, and Logistics Consulting Services
2019 SUPPLIER DIVERSITY ECONOMIC IMPACT
Our Diverse Suppliers
20
CDW’s Supplier Diversity initiative supports the business activities and growth of our small and diverse businesses through scholarships, mentorships, and training. When small and diverse business owners work with CDW, they become stronger, more effective businesses.
Our program:
• Supports and empowers minority
entrepreneurs and business leaders.
• Provides leadership and job funnels for
minority groups.
• Creates an economic ripple effect in families
and communities.
• Provides opportunities to diverse businesses
that provide greater representation,
employment, and economic advancement for
minority, women, veteran, and LGBTQ
communities.
2019 SUPPLIER DIVERSITY ECONOMIC IMPACT
21 Developing Supplier Integrity and Resilience
A Stronger Supply
Chain
Investing in MANY diverse suppliers.
For CDW, it’s not only the size of our diverse
purchasing that counts, it is also our
footprint. We aim to expand the number of
suppliers we do business with. In 2019, we
had over 400 diverse partner relationships.
We prioritize discovering and training more
suppliers every year - creating a healthy
environment of competition and business
growth.
This breadth of our diverse partners allows
us to provide our customers with a deep pool
of suppliers and exceptional solutions and
customer service.
Helping strengthen our small and
diverse suppliers.
We offer training, mentorship and
scholarship programs so that our suppliers
are stronger businesses - an investment that
benefits them, us, and, our customers.
“World class supplier diversity programs are
led by world class supplier leaders. CDW is
the example of supplier diversity and what
can happen when you go above and beyond
checking a box. CDW helps entrepreneurs
expand into different sectors and helps their
customers by bringing these suppliers to
share their skills.”
Ralph Moore
RGMA Founder and President
Supplier Diversity Innovator
Building long term capacity in
suppliers.
CDW•G's Small Business Partner Consortium
(SBC) was created in 2003 to help small and
disadvantaged businesses more effectively
compete for federal and state information
technology (IT) contracts. Partnering
companies leverage CDW•G’s operational
efficiency, marketing reach, e-commerce and
service capabilities. The program enables
government agencies to utilize minority,
veteran, HUBZone, and women-owned
businesses. As an added benefit,
government agencies that hire SBC
participants receive specialized IT services
through CDW•G.
2019 SUPPLIER DIVERSITY ECONOMIC IMPACT 22
V3Gate was named to the 2019
Inc. 5000 list of Fastest-
Growing Private Companies
When CDW finds promising suppliers, we invite them to participate in trainings, mentorships, and the small business consortium. We also introduce them to suppliers and partners. This is how we build long term relationships that our customers and suppliers can rely on.
Long Term, Dependable Relationships
Oscar Valdez, Jr., a combat veteran, co-founded
V3Gate with his partner Tad Rzonca. V3Gate’s
relationship with CDW began not as a supplier,
but as a customer when V3Gate began sourcing
from CDW for its contracts.
In 2008, CDW encouraged V3Gate to participate
in CDW-G’s Small Business Partner Consortium.
A year into the program, CDW asked V3Gate to
be one of their suppliers. CDW invited Tad to
multiple lunch-and-learn events to present to
CDW representatives. CDW’s Supplier Diversity
team mentored him for these sessions and
coached him to demonstrate how V3Gate
added value to CDW and its customers. These
engagements propelled new business between
CDW and V3Gate. V3Gate has grown 581% in
three years. They engage with CDW both as a
supplier and as a customer. In 2019, V3Gate
business with CDW grew to over $100 million.
In an example of the multiplier effect of supplier
diversity spending, V3Gate is passing it forward.
In addition to building a diverse workplace and
contributing to charities, V3Gate signed a
mentor-protégé program to help a small
business develop its capacity.
“If you want to work with CDW, they’ll give you every opportunity to succeed, but you have to bring real value to them and to their customers. They are as competitive as they come.”
- Tad Rzonca, President, V3Gate
23 Service-Disabled Veteran
Business Enterprise
CDW Supplier Since: 2009
Synergistic Partnerships
Betis Group is a systems integrator with 25
years of experience serving government and
commercial clients through global IT solutions.
Betis Group and CDW began working together
on Supplier Diversity Initiatives in mid-2004.
Over the years, the two companies have
worked side-by-side to develop Tier 1 and Tier
2 offerings for their customers and create a
highly profitable and successful working
partnership.
Betis Group and CDW often jointly present to
customers across the US and demonstrate the
value they deliver through their collaboration.
“As an MBE, CDW’s Supplier Diversity Program
allows Betis Group to leverage their
experienced sales force and past performance,
in addition to its enterprise-level configuration
and staged shipment capacity," said Hernan
Cortes, Betis Group President, and CEO.
Working with CDW, Betis Group has been able
to leverage CDW’s solutions breadth and
operational capacity to increase Betis’s sales
and exposure to market opportunities. This
partnership enables Betis to develop strategic
relationships with suppliers and OEMs.
Top Tier Customer Experience
2019 SUPPLIER DIVERSITY ECONOMIC IMPACT
“CDW gives us the opportunity to amplify our expertise and strong customer focus with best-in-class technology, as well as the best e- commerce and operational infrastructure in the market.” - Hernan Cortes, President and CEO, Betis Group
CDW values our suppliers as equal partners. We rely on them to bring a superior level of expertise, knowledge, and skillsets to the table for our customers - every time. Together, we offer a rich and collaborative customer experience from the inception of a solution, and all through the presentation, delivery, and implementation.
Minority Business
Enterprise
CDW Supplier Since: 2007
24 Aligned Vision
Creative Solutions for your Needs
Best in Class
The CRS Group has worked with CDW for over
thirteen years to help customers source the
right people with the right jobs. The relationship
started at the Chicago Business Opportunity
Fair. CDW needed support filling new internal
staff projects. Over time, CDW expanded The
CRS Group’s footprint. CDW invited CRS Group
representatives to invite-only events and
introduced them to other suppliers and
corporations.
CRS Group’s Michael Gaines is deeply involved
in the small and diverse business community
and has lent his knowledge and expertise to
introduce other suppliers to CDW and create a
more effective Small Diverse Business
program. In turn, CDW has turned to CRS Group
to offer solutions CRS otherwise didn’t service.
Through building trust and innovating on
solutions, CDW has collaborated with CRS
Group to expand its services.
2019 SUPPLIER DIVERSITY ECONOMIC IMPACT
CDW works with award-winning companies at the top of their fields. Our suppliers are innovators and adaptors. When our customers come to us with a problem, we can rely on our suppliers to partner with us to find a solution. And if a solution doesn’t exist, we create one together.
“CDW has helped us expand in several areas of contingent labor needs thereby allowing us to grow our business. We’re partners who create win-win solutions to the challenges that we all face.
Each company supports the other’s initiatives, needs, and information and that enables us to support the goals of our respective companies and our customers.”
- Michael Gaines, President, The CRS Group
25 Minority Business
Enterprise
CDW Supplier Since: 2007
The CRS Group won the
ClearlyRated Best in Staffing
Award four times for Service
Excellence.
Stronger
Business Leaders
A business is only as strong as
it’s leadership. We help grow
leaders at diverse businesses
to even the playing field so that
our suppliers are more
competitive on their own, and
more successful as our
partners.
”This program opened doors with
corporations and fellow WBEs.
Marianne's guidance with strategy has
elevated our cohort’s conversations in
identifying plans to achieve our goals of
increasing revenues and forming
relationships.”
Subha Rajana, CEO
Biarca
“I learned how to systemize my
approach which has been a weak spot
of mine. I was ready to walk into the
WBENC Summit & Salute conference
not just as ONE company, but with a
team of WBE CEOs who could share
opportunities and connections."
Melanie Rae, Founder + Author
Guided Business Plan .
2019 SUPPLIER DIVERSITY ECONOMIC IMPACT
26 “It only takes a second to see how deeply
committed CDW is to supplier diversity and finding
opportunities for Diversity CEOs. Bottomline, it is
not what you say that people remember but what
you do.” - Marianne Ellis, Co-Founder/CEO, CEO Success Community CDW sponsored two CEOs of women-owned businesses to
participate in CEO Success Community’s Conference Maximizer leadership program. The program teaches CEOs to maximize their opportunities at trade events, win contracts and increase revenue. After COVID-19, the program pivoted to Virtual Conference Training.
CEO Success Community, a division
of VEO Group has coached over 500
women and diversity business
owners on how to position their
company, fast-track revenues, build
corporate relationships, and win
clients.
Women Business
Enterprise
CDW Supplier Since: 2019
CDW initially engaged R Mo Diversity Solutions, a Minority, Women-Owned, Disadvantaged and SBA 8(a) certified business, to help re-certify one of CDW’s largest suppliers, whose business was integral to CDW’s customer goals. CDW is now working with R Mo Diversity Solutions to develop a digital library of over 1,000 diverse suppliers. Through it’s relationship with CDW, R Mo Diversity Solutions is seeing their business model expand. “Kristin Malek treats small businesses with respect, gives them value, and helps them to grow. She is very
encouraging and responsive. Since starting my relationship with CDW and Kristin Malek, I have begun developing a new product for my corporate partners that ensures more
suppliers are certified and geared for their business
growth.”
- Ranjani Mohana, Founder, R Mo Diversity Solutions
2019 SUPPLIER DIVERSITY ECONOMIC IMPACT
To ensure our customers always achieve their goals for supporting small, diverse businesses, we work closely with our suppliers. Becoming certified can be a long and arduous process. When we noticed that maintaining certification was an obstacle for some of our suppliers and threatened the resiliency of our supply chain, we looked for solutions
R Mo Diversity Solutions helps CDW suppliers secure certification and recertification to protect the integrity of our supply chain. .
27 Minority and Women
Business Enterprise
CDW Supplier Since: 2019
Protecting Your Investments
Creating Opportunities for Suppliers
Many CDW suppliers often target
only specific sectors. This narrow
focus limits their potential to the
customers who can benefit from
their solution.
CDW works in the public, private,
nonprofit, education, and
healthcare sectors. To secure the
best solutions for all our
customers, we empower our Tier 1
diverse suppliers to make cross-
sector transitions. We have helped
suppliers transition from servicing
only the government sector to also
selling to the private sector. CDW
opens doors for these businesses
by providing education, training,
and introductions to expand their
customer base.
Our customers benefit
immediately from these improved
procurement options.
2019 SUPPLIER DIVERSITY ECONOMIC IMPACT
CDW takes every opportunity to create openings for our suppliers to grow their businesses. We challenge our suppliers to think outside the box and beyond the sector that they initially targeted. This provides new avenues for growth, creates jobs, and increases profits. It also helps CDW build a more resilient supply chain.
Empowering Diverse Suppliers to Serve All CDW Clients
28
Accomplishments and the Future
2019 SUPPLIER DIVERSITY ECONOMIC IMPACT 29
Supplier Diversity Team Awards and Recognition
Billion Dollar Roundtable
Excellence in Supplier Diversity
CDW achieved membership in the Billion Dollar
Roundtable for procuring more than $1 billion
annually from minority- and women-owned
businesses on a first-tier basis. This reflects
CDW’s strong commitment to ensure a diverse
and inclusive supply chain.
US Veterans Magazine Best of the
Best Supplier Diversity Program
CDW as a 2019 Best of the Best in Supplier.
Diversity out of over 350 organization. The goal
of the U.S. Veterans Magazine annual evaluation
is to encourage active outreach and diversity
policies among corporations and government
agencies. The lists were compiled from market
research, independent research, diversity
conference participation and survey responses.
2019 SUPPLIER DIVERSITY ECONOMIC IMPACT 30
Celebrating Membership in
The Billion Dollar Roundtable
An Annual $1 Billion Commitment
The Billion Dollar Roundtable was
created in 2001 to drive supplier
diversity excellence through best
practice sharing and thought
leadership. The BDR recognizes and
celebrates corporations that
achieved spending of at least $1
billion with minority and woman-
owned suppliers.
Thought Leadership
The BDR promotes and shares best
practices in supply chain diversity
excellence through the production
of white papers. In discussions, the
members review common issues,
opportunities and strategies.
The BDR encourages corporate
entities to continue growing their
supplier diversity programs by
increasing commitment spending
levels each year.
CDW celebrated the procurement of more than $1 billion in 2019 from minority- and women-owned businesses on a first-tier basis. This milestone unlocked our membership in the Billion Dollar Roundtable.
CDW joined an exclusive group of only 28 other companies such as Walmart, CVS Health, Apple, Dell, IBM, and Microsoft.
2019 SUPPLIER DIVERSITY ECONOMIC IMPACT 31
“A diverse supplier base enables CDW to
contribute to the economic well-being of all
segments of the U.S. population. We
recognize that partnering with suppliers who
provide a diverse set of ideas – in addition
to delivering support, goods and services –
creates a significant competitive advantage
for CDW and our customers. We are honored
to have reached this important milestone
and look forward to continuing our work
leading, influencing and shaping supplier
diversity excellence.”
Dave Hutchins
Vice President, Strategic Programs, CDW
Sourcing More Suppliers, Investing
More Resources, Creating More Jobs
Although CDW has been spending over
$1 billion with small and diverse
businesses since 2014, we continue to
add new small and diverse partners. The
biggest benefit of the strength of our
program has been the opportunity to
share our growth with diverse
businesses. It creates a win-win-win
situation for our customers, our diverse
partners, and for us. Our customers win
because we’re able to deliver diverse
solutions, diverse suppliers win when
they secure opportunities to grow, and
we win because we are playing a role
facilitating this interaction.
“I look for ways throughout the organization to create awareness and include diverse suppliers. My vision is for supplier diversity not to have to be a thing— just the way we do business. While we have more work to do, I’m incredibly proud of the $2-plus billion we spend with diverse suppliers every year.” Stephanie Santander, Director, Program and Contracts, CDW 2019 SUPPLIER DIVERSITY ECONOMIC IMPACT
32 Streamlining Business
Business runs smoother when
processes are streamlined. That’s
why CDW is working to make finding
solutions and choosing suppliers as
easy as possible.
CDW is building a digital library of
over 1,000 CDW diverse suppliers.
Through our supplier diversity
program, we envision a future that
provides economic empowerment
and where CDW has a better a
powerful impact in the communities
we serve.
The Future Is Even Brighter
Partner with CDW,
Meet Your Goals, Make a Difference
Partnering with us means achieving your company goals and increasing your access to more diverse and innovative suppliers. It means genuinely changing the lives of the people in your community and the communities you do business.
It is more than reports and data, its people and their kids, education and local investment, a higher quality of life for the people you work with and their paying it forward. It’s the ability to invest in a brighter future for everyone.
“We are creating solutions that foster more equality in the supply chain.
For CDW, it is about having a meaningful impact. We know when we invest in small and diverse businesses, we have the opportunity to drive job creation and to create a lasting economic empowerment in the community.”
Kristin Malek
Senior Manager Supplier Diversity, CDW
2019 SUPPLIER DIVERSITY ECONOMIC IMPACT 33
Economic impact modeling is a standard tool used to quantify the economic contribution of an investment or company. This modeling uses an “Input-Output” economic model to estimate the number of times each dollar of “input,” or direct spending, cycles through the economy in terms of “indirect and induced output,” or additional spending, personal income, and employment.1 There are several Input-Output models used by economists to estimate multiplier effects. supplier.io employed the IMPLAN input-output model in developing estimates of spending, income and employment impacts. This model, initially developed by the U.S. Department of Agriculture, examines inter-industry relationships in local, regional, and national economies.
An Input-Output model uses a matrix representation of a nation’s interconnected economy to calculate the effect of changes in spending by consumers, by an industry, or by others, on other industries and the entire economy. This matrix representation and the related Input- Output tables ultimately measure “multiplier effects” of an industry by tracing the effects of its inter-industry transactions – that is the number value of goods and services that are needed (inputs) to produce each dollar of output for the individual sector being studied. In essence, an Input-Output model is a table which shows who buys what from whom in the economy.2 This report is based on an analysis of data provided by CDW using IMPLAN’s Input-output multipliers, and the supplier diversity information in supplier.io’s database of nearly 1.6 million active certifications.
ABOUT SUPPLIER.IO
SUPPLIER.IO is redefining supplier diversity solutions. By providing comprehensive, accurate data in near real time, we help our customers get information they need to grow their supplier diversity program. To learn more, visit https://supplier.io.
References:
1. US Government Revenues:
http://www.usgovernmentrevenue.com/total_2014USr
t_17rs1n
2. United States GDP:
http://www.tradingeconomics.com/united-states/gdp
supplier.io
Appendix: Economic Impact Modeling
34
30
Region 4 ESC Technology Solutions, Products and Services RFP CDW Government LLC Attachments January 19, 2021
Attachment C – Manufacturer Line Card
A
Absolute Software
AccessData
ACD Systems
Acer
Acronis
Actifio
Actiontec
Adaptec
Addonics
Adesso
Adobe
ADTRAN
Advanced Media
Services
AeroScout
Airtame
Alcatel
Internetworking
Alera Technologies
Allied Telesis
Alsoft
Altec Lansing
Altova
Aluratek
Amazon
Ambir Technology
AMD
American
Microsystems
Amphenol
Antec
Anywhere Cart
APC
Apex
APG Cash Drawer
Apple
Applied CRM
S olutions, Inc.
AppSense
AppSpace
Apricorn
Aptris
Arbor Networks, Inc.
Arcana Networks
Arcserve
Arctic Wolf
Ardham Technologies
Areca
Arecont
Arlington Imaging
Supplies
Armoractive
Array Networks
Arrosoft Solutions
Arxscan
Ascom
ASI System
Integration
Asurion
ASUS
AT&T
ATC Tech Solutions
Atech Technologies
ATEN Technologies
Atlantic Digital
Atlas Sound
Atlona
ATP Electronics
ATTO Technology
Audiocodes
Audio Enhancement
Audio Visual
Innovations
Aurora Systems
Consulting
Autodesk
Automated Systems
Consulting
Avaya
AvePoint
AVer Information
Avery Dennison
AVG Tehnologies USA
Avid
Avizia
Avnet Services
Avocor
Avteq
Axiohm
Axiom
B
B&B Electronics
B2GNow
Babel Street
Baer Consulting
BAFO Technologies
Balt, Inc.
Barco
Bare Bones Software
Barracuda Networks
Barrister Global
Se rvices Network
Battery Biz
Battery Technology
B ay Tec h
BCDVideo
Beam Mobile
Belden
Belkin
Benq Peripherals
Berk-Tek
Best Data Product
Betis Group
BeyondTrust
BIC Corp
BigHand
Big Tin Can
Binary Tree
Bitdefender
Bitglass
BitTitan
Bixolon
Biz Technology
Solutions
Black Box
Blackhawk Data
Blink ITS
BlueBeam
BlueBeam Software
BlueBird
Blue Cat Networks
Blue Chip
Blue Chip Cloud
Bluefin
BMC Software
Bogen
Bomgar
Bosch
Bose
Bouncepad
Box.com
Boxx
Brady Industries
Brainstorm
Breezie
Brenthaven
Bretford
BridgeWave
BrightSign
BRIMY
Broadcom
Brocade
Brooks Power
Systems
Brooktrout
Brother
Brothers Integrated
Tec h
Bucher + Suter
Buffalo Technology
BuMat
Business Source
BUSlink
Bytecc
C
CA Technologies
Calabrio
Calero Software
Califone
Camali Corp
Canon
Canvas
Capella Technologies
Capsa Rubbermaid
Carahsoft Services
Carbon Black
CarbonHelix
Carbonite
Cardett Associates
Carousel Industries
Cascade Computer
Maintenance
Case Logic
Casio
C ATDV
CDO Technologies
CDW
CDW Services
Celestix
Cellular Services
Centerline
Communications
CentraComm
Communications
WE GET HAVING CHOICES.
800.800.4239 | CDW.com
Centricist
Centrify
Century Software
Certero
Cetecea
Chatsworth Products
Check Point
Software
Chef
Chelsio
Chenbro
Cherry
Chief
Chip PC Industries
Christie Projectors
Ciena
Cinemassive
CipherLab
Cisco
Citizen America
Citrix
ClassLink
ClearCube
Technology
ClearOne
Clearswift
ClearVision AV
Clinton Learning
Solutions
Cloudbees
Cloudian
CloudGenix
CloudPhysics
Clover Imaging Group
CMS Peripherals
C- na rio
Coby Electronics
Code Scanners
Code42
CODI Notebook
Cases
Cofense
Cognitive Receipt
Printes
Cohensity
Columbitech
Column Technologies
Commercial Tele-
communications
Comm-Link DHP
Commvault
Communication
Consulting
Communications
Installation
Comnet
Communications
ComponentOne
CompuLink
CompuWare
ComStar
Comtrade
ComTrend
Comtrol
Concanon
Condusiv
Technologies
Conen
ConnectPro
ConsultX
Contemporary
C omputer Services
Content Keeper
Content Watch
Contex
Conti Electric
Contour Design
Coplogic
Core BTS
Corel
Corning
Corporate IT
Solutions
Corsair
Cortelco
Cost Management
Group
CPI
CP Technologies
Cradlepoint
Crane Payment
Innovations
Creative Labs
Crestron
CRG
Criticom
Crow Communication
CrowdStrike
Crown Supply
CRU
CRU-DataPoint
Crunchy Logistics
Crystal Group
Crystal Point
CTA Digital
CTL
CUE
Cumulus Networks
Custom Computer
Specialists
Customer Owned
Products
Cyber Acoustics
CyberArk
Cyberdata
CyberDefense
Technologies
Cybernetics
Cybernet
Manufacturing
CyberPowerPC
Cylance
D
DAMAC
Datacal Enterprises
Datacard
DataCom Wireless
DataCore
Data Dynamics
DataLocker
Datalogic
DataMation
DataOn
Datasouth
DataVac
Datawatch
DataVizion
Datrium
DC Value Added
S ervice Tech
DCC, Inc.
DDD
Dell
Delphix
Denso
Design Science
DETTO Technologies
DeviceLock
Dewalt
DewPoint
Dialogic
Diamanti
Diamond Multimedia
Diehl Graphsoft
DigiCert
Digi International
Digital Guardian
Digital Networks
Digital Products
Digital Storage
Works
Digium
Directions Training
Distribution
M anagement, Inc.
Diviad Network
Solutions
Dixon Ticonderoga
DJI
D-Link
Docker
DocsCorp
Dolby
Double Take/Vision
Solutions
Doublesight Displays
Draper
Drobo
Dropbox
Druva
DTEN
DT Research
Duracell
DustShield Computer
Enclosures
DyKnow
DYMO
Dyntek
E
E2Campus
Eaton
Ebry IT
Edge-Core
EDGE Tech Corp
Edgewave
EDP
Educational
Collaborators
Edu Tek Limited
Egain
Egnyte
EIZO Nanao
WE GET WANTING THE BEST SOLUTIONS.
800.800.4239 | CDW.com
Ekahau
Elastic
Electro-Voice
Elite Screens
Elmers Products
ELMO Projectors
Elo Touch Solutions
Embarcadero
Technologies
emFAST
Emobilepos
Emulex
Endrun Technologies
Energizer
Enfocus
EnGenius
Enovate Medical
ENS
Enterprise Solutions
Enterprise Wide
Solutions
ENTIT
Entrust
Envoy Data
ePadLink
EPOS Sennheiser
Epson
Equinox
eReplacements
Ergotron
Erico
Ericom
ERwin
Eset
Esker
Esolytics, LLC
ESPO Technologies
Esterline
eVault
Evermap
EVGA
Exablaze
ExaGrid
E xc ha ngeTek
Exinda
Explain Everything
Express Metrix
Extensis
Exterity
Extreme Networks
ExtraHop
F
F5 Networks
Facebook
FalconStor
Fargo
Fargo Electronics
Faronics
FatPipe Networks
Fax Back
Fellowes
FileBound
FileMaker
Final Draft
Finisar
FireEye
FireKing
Firemon
Fishbowl
FitBit
Fix Consulting
FlashForge
Flexera Software
Flippad
Flir
Fluke Industrial
Fluke Networks
FlyPro
Forcepoint
ForeScout
Fortinet
Fortres Grand
Fortress Technology
FOXIT
Fresh Technology
Fried Techologies
FrontRange
Front Row
Fujifilm
Fujitsu
G
GAI-Tronic s
Gamber-Johnson
GammaTech
Garmin
GCX Mounting
Solutions
Gefen
Gemalto
General Dynamics
Itronix
Genetec
Genovation
Getac
GFI Software
GIGABYTE
GIGAMON
Global Knowledge
Globalscape
GlobaNet Consulting
Services
Goal Zero
GoGuardian
Good Technology
Google
GoPro
GoProfessional Case
GrandStream
GrandTec USA
Granicus
Great Lakes Case
Greenlee
Griffin Technology
GripCase
Grip Gear
GroundControl Cloud
Gumdrop Cases
G-Vision
Gyration
H
H&L Electric
Haivision
Halo
Hamilton-Buhl
Hammermilll
Handeholder
Products
Hanwah
Hapara
Haskell
Hauppauge
Havis
Hawking Technology
Hayes
Microcomputer
Products
Hayes Software
Systems
Heckler Design
Helios Software
Henge Docks
Hewlett Packard
Enterprise
HGST
HID Global
Corporation
Higher Ground
HighFive
Technologies, Inc.
HighPoint
Technologies
HikVision
Hiperwall
HiSense
Hitachi Projectors
Hitachi Vantara
HIT Solutions
Homaco
Homido
HON
Honeywell Scanning
& Mobility
HP Enterprise
HP Inc.
Horizon
Hovercam
HTC
Hubbell
Huddly
Human Concepts
Humanscale
HyperSign
I
IBM
iBoss
iBUYPOWER
ICC Products
iDaptive
i-Data
Ideal Industrial T ool
Idealstor
Idera Software
IDM Computer
Solutions
ID Technology
Igel Technology
iKey
ImageWare Systems
iManage
Imation
IMC Networks
IMMIC Professional
Services
Impact Business
Group
Impero Software
Imperva
Impinj
Imprivata
InBit
Industrial Rack
WE GE T OPTIONS OPEN UP OPPORTUNITIES.
800.800.4239 | CDW.com
Industry Weapon
Infinite Peripherals
Infoblox
InfoCase Notebook
Cases
InFocus
InfoLock
Technologies
Informa Software
Informatica
Infortrend
Infotel
Infragistics
Ingenico Group
Ingram Micro
Services
InMotion
Innovation First
Innovative Office
Innovera
Inova
Inseego
Inserv360
Insight Global
Insperity
Inspiration Software
Inspur
Installs
In Process Consulting
Intechra
Intego
Intregration
Technologies Group
Integrity Networks
Intel
Intelligent Computer
Solutions
Interactive Solutions
Interstate Technology
Systems
Intuit
Intuitive Technology
Partners
Inviso Corporation
I-O Corporation
I/OMagic
IOGEAR
ioSafe
ipConfigure
Ipswitch
IP Vision
iQ Netsolutions
IRIS Software
ISICAD
ISI ResearchSoft
ISI Telemanagement
IT Missions
ITS Partners
Ivanti
IVCI, LLC
Ixia
J
Jabra
JACO
JAMF Software
Jar Systems
Jaton
JBL
JELCO
Jensen Tool
JetBrains
Jive Software
Joan
Johnson Controls, Inc.
Jolly Green Giant
Jo-Ro Manufacturing
Company
Juniper Networks
Just Communications
Just Lamps
JVC
K
Kajeet, Inc.
Kanguru Solutions
Kano PC
Kantek, Inc .
Kaspersky Lab
KBS Computer
Services
Keeper Security
Kemp Technologies
Kendall Howard
Kenneth Cole
Kensington
Keste
Key Ovation
Keyscan
Key Tronic
Kidasa Software
Kidzgear
Kinesis
Kingston Technology
Kinney Group
KnowBe4
Kodak
Kofax
Konexx
Konica Minolta
Kony
Kore Technologies
Koss Corporation
Kramer Electronics
Krone
Kroy
KSI
Kyocera
L
L.I. Computer
Networks
LaCie
Lakeside Software
Landing Zone
Lanier Electronics
Group
Lantronix
Laplink
Lava Computers
Manufacturing
Layer27
LEAD Technologies
LeapFrog
Learning Consultants
Ledgeview Partners
Lee Products
LeGrand
Lenovo
Let’s Think Wireless
Leviton
LexiCon
LexisNexis
Lexmark
LG Electronics
LG Ericsson
Lifeboat Distribution
Lifesize
Lightspeed Systems
Lind Electronics
Linked Senior
Linksys
Liquid PC Services
LiquidWare Labs
Lite-On
Little Bits
LiveAction
LiveScribe
LivWell
LocknCharge
LoftWare
Logical Maitenance
Solutions
Logic Controls
Logicube
LogicMonitor
Logitech
LogicWing
Lookout
LSI Logic
Lucid Software
Lumension
Lumins Integration
M
M&B Machine
M3T Network
MacProfessionals
Macally
Makerbot
Maclocks
MagTek
MakerBot
Malwarebytes
Man & Machine
Managed Networks
Markzware
Marshall Electronics
Martin Yale
Marvel File Cabinets
Mason Technologies
Master Manufacturing
Matrox Video
MatterHackers
Maureen Data Systems
Maxell
Max Interactive
Mayline Group
McAfee
MEAD
Media Four
Meet Me in the Cloud
Mellanox
Memorex
Meridian
Metalogix
Metro Datavac
Metrowerks Software
Microboards
MicroEdge
Micro Focus
Micro Innovations
MicroMat
MicroNet Associates
Micron
Microsoft
Middle Atlantic
Milestone
Miltope
Mimecast
Mimo
Mindjet
Minitab Software
Minuteman Power
Technologies
Mission Critical
Wireless
Mitel
MJP Technologies
MMF IndustriesMobile
Edge
Mobi
Mobi Wireless Services
Mobile Heartbeat
Mobile Installation
Technologi
MobileIron
Mobotix
800.800.4239 | CDW.com
Mojo Networks
Molex
Monarch
Mongodb
Monster Cable
Morgen Industries, Inc.
Morpheus Data
Motion Computing
M-S Cash Drawers
MSI Computers
MultiMetal Products
Multi-T ek, LLC
MultiTech Systems
Muratec
Mushkin
Musical Health
Technologies
Mutare
Muxlab
Myricom
N
N4mative
Nasuni
National Gift Card
National Service
Center
Navori
NComputing
NCR
NDS Surgical Imaging
NEC
Nero
Net3 Systems
NetAlly
NetApp
NetBrain
NetCom Learning Inc
NETGEAR
Netig
Net It On
NetMotion
Netop
NETQ Multimedia
Company
NetScout
NetSkope
NetSupport
Netsurion
Network Automation
Network Consulting
Services
Network Design, Inc.
Network Instruments
Network Technologies
NetX
Neverware
NewBeg
Newell Rubbermaid
New Horizons Learning
Newline Interactive
New Partner Exception
Purchase
N ewTe k
NexGen Storage
NexiCore Services
Nexsan
Nextivity
Nexus On Demand
Nicewear
Nimble Storage
Nintendo
Nomadix
No Overhead
Computing
NovaStor
Novell
NTP Software
Nuance
Numonics
Corporation
Nutanix
Nvidia
NZXT
O
Objective Interface
Systems
OGIO International
OKI
O K TA
Olympus America
Omnitron Systems
Omtool
One Indentity
OneLogin
On Hold
O’Neil
ONSSI
OnTrack Software
OpenGear
Open Systems
Technologies
O penTex t
Opticon
Optoma
Oracle
Ortronics
Osprey Video
Other World Comp
OtterBox
Outsourcing Unlimited
Overland Tandberg
Owl Labs
Oxford
P
Paessler
Paladin Software
Palo Alto Networks
Panamax
Panasonic
Panda Software
Panduit
Panini
Panorama Antennas
Papercut
Papermate Writing
Utensils
Paradyne
Paragone Furniture
Paragon Software
Parallels
Park Place
Technologies
Partner Tech
PatientSafe
Patton Electronics
Pax Technology
PC America
PCW Client Products
PDI
Pearson
Peek
Peerless-AV
Pelican Products
PendaFlex
Pentel
Perficient
Perle Systems
Pervasive Software
Pexip
PGP
Pharos
Philips
Pi Engineering
Pierson Consulting Co
Pilot
Ping HD
Pioneer
Pioneer New Media
Technologies
Piper
Pivot3
PKWare
Planar
Plasmon Storage
Technologies
Plenom
Plug-In Storage
Systems
Plum Laboratories
Plustek
PM2 Net
PMSQUARE
PNY Technologies
Poly
PolyVision
Posiflex
Pos-X
Powergistics
PowerdSine
Power-Sonic
Power Tech Antennas
Pragmatic Works
Consulting
Precise Biometrics
Premier Mounts
Presidio Networked
Solutions
Primera
Printek
PrinterLogic
Printronix
PrismPointe
Technologies
ProClip
Pro Computing
Services
ProCurri
Productive AV
Progressive
Electronics
Proline
ProLogic ITS
ProMark Technology
Promethean
PROMISE Technology
Proofpoint
ProTek IT
Proton Data
Provance
Proxim Wireless
Proxy Networks
PSC
Psiber Data Systems
PSM Partners
PTS Data Center
Solutions
PTZOptics
Pulse Secure
Puppet
Pure Storage
Purple
Q
Qlik
QLogic
QNAP
Qomo
Quality and Assurance
Tec
Qualys
Quantum
Quark Software
Quartet
Quest Software
Quetel
Quintim
Quite Imposing License
800.800.4239 | CDW.com
R
Rad Direct
Radiant Network
Radware
Rain Design
Ram Mounts
Raritan
Raxco Software
RazBeri
Razer
RCA
Read Right
Readydock
Real VNC
Recertified by Planitroi
RedBeam
Red Gate
Red Hat
RedSky
Reliable-IT
Rennerbrown Staffing
RES Software
Respawn
Retail Service Parts
Retrak
Retrospect
RF Ideas
Ricoh Corporation
RIM
Rimage
RingCentral
Rittal
Riverbed
Robert Bosch Tools
Robert Half
International
Rockey and Associates
Rose Electronics
RSA Security
Rubrik
Ruckus Wireless
S
Safari Montage
Safco
SafeWare
Sage Software
Sagem-Interstar
SailPoint
Salamander Designs
Salesforce.com
Samsara
Samsonite
Samsung
Sancastle
Technologies
Sanyo
SAP America
Sapphire Technology
SAS Software
SATO
Savin
Scala
Scale Computing
ScienceLogic
SCM Microsystem
Scooter Software
SDI Technologies
Security Scorecard
Securly
Segovia
Seiko Instruments
Seneca Data
Sennheiser
Sensaphone
Sentinel Technologies
SentrySafe
ServerLift
Service Express
SGI
Sharp
Shavlik
Shore Tel
Shure
Shuttle Computers
Siecor
Siemon
Sierra Wireless
Signagelive
SIIG
Silex Technology
Silver Peak
Si m p leTec h
Simply NUC
Singlewire
SKB Industrial
Skykit
Skyline Advanced
Tech Services
Sling Media
Sliver Peak Cloud
Services
SmartDraw
SmartSource
SMART Technologies
SMK-Link Electronics
SMS Systems
Maintenance SVCS
Snow Software
Socket Mobile
Sofbang
SoftDesk
Software Shelf
SolarFlare
Solar Winds
SonicWALL
Sonnet Technologies
Sony
Sophisticated Systems
Sophos
Sorna
Soter Technologies
SOTI
SoundTrap
SourceCode-K2
Source Imaging
Products
Source Technologies
Southwest Networks
Spanning Cloud
Specialty Products
of Virginia
Speck Products
Spectra Logic
Spectralink
Spectrum Industries
Splunk
Sport View
Televisionorate
Sprint
SPSS Software
Spyrus
SSH
Stage Front Lighting &
Theatrics
Star Micronics
Sta rTe c h .co m
StarWind
Steel Cloud
SteelEye Technology
SteelRay Software
Stefanini
StorageCraft
Storix
Strategic SAAS
StratoDesk
Studio Network
Solutions
Sunbelt Software
Sunbrite
Supermicro
SUSE
Swivl
Symantec
Synchrotech
Syncplicity
Syncsort
Synergy Software
Synnefo Technology
Solutions
Synnex Services
Synology
SysDig
Systat Software
System76
Systemax
Systran
T
Ta b l ea u
Tag i t
TAIYO YUDEN
T ally Printers
T angent Computer
Target Network
Integration
Ta rgus
T aurus Technologies
TEAC
Tec h Data
TechSmith
Technology Integration
Group
Technology Services
Corp
Technology Solutions
Group
TEC Printers
TEK Systems
Teklynx
Tek tivi ty
Teles trea m
Telex
Tem pus N ova
Tenable
Tequipment
Terrawave
TESSCO
Texas Instruments
T extHelp
TG3 Electronics
Thales
The Joy Factory
Thermaltake
Technology
Thermamark
ThinkWrite
ThinPrint
Threat Track
Thycotic Software
TIBCO Software
Tiffany Industries
Tiffen
Tige rTex t
Tightrope
Tintri
T-Mobile
TomTom
Too l Fa rm
Topa z Sys tems
Tosh i ba
Total Micro
Technologies
TouchSystems
TP-Link
Transcend
Transition Networks
800.800.4239 | CDW.com
Traversa Solutions
Trekstor
Trellix
Trend Micro
TrendWare
International
Trestel
Trident
Tripp Lite
Tripwire
Triumph Board
Troy Systems
Trust
Trustwave
TSC Taiwan
Semiconductor Co.
Tumbleweed
Turbonomic
Tur tle
Twis tl o c k
T YA N
U
Ubiquiti
Ultrabac
Ultra Electronics
Uniden
Unimax
Unistar Sparco
Computers
Unitech
United Radio DBA
Bluestar
Unitrends
Universal
Universal Management
Solutions
Unknown
Upstream Networks
Uptivity
Urban Armor Gear
USP
USRobotics
UV Angel
V
V3 Gate
V5 Systems
Valcom
VanDyke Software
VantagePoint
Vantec
Varonis
VARIDESK
VARIZOOM
VBrick
VEC Electronics
Vector, USA
Veeam
VEHO
Velaspan
Ventev
Veracity
Veramark
Verbatim
Verifone
Verint
Veritas
Verizon
Verkada
Vertiflex
VERTIV
Video Labs
Videolarm
Vidyo
ViewSonic
Viking
Vircom
Virtual Ink
Virtual Systems
Solutions
Virtual Tech Gurus
Visioneer
Vision Solutions
(Syncsort)
VisionTek
Vitil Solutions
Vivitek
Vivonet
Viziflex
Vizio
Vormetric
VMware
V-Tec h
Communications
Vuzix Corporation
VXL Innstruments
Vytopta
W
Wachter Network
Services
Wacom
Walt Disney Computer
Software
Wasp Barcode
WatchGuard
Waterfield
Technologies
Wave
Wavelink
Webroot
Webtrends
Weightronix NIC
Wenger North America
WestCon Cables
Western Digital
WeVideo
Wheel Lock
Whoosh
WiebeTech
Wiley Publishing
Wilson Electronics
Wincomm
Withings
Wolfram
Workshare
Wowza
WSM Inernational
Wynndalco Enterprises
X
Xante
Xerox
XFX
Xogo
Xteoma
Xtreme Accessories
XYZ
Y
Yamaha
YeaLink
YPDF
Yuneec
Z
Zagg
Zcover
ZDI
ZEBEX
Zebra Technologies
ZeeVee
Zerto
Zimbra
Zimperium
ZixCorp
Zoom
Videoconferencing
ZOTAC
Zscaler
ZyXEL USA
M K T45514
800.800.4239 | CDW.com
Region 4 ESC Technology Solutions, Products and Services RFP CDW Government LLC Page 57 of 73 01/19/2021
All information and documents hereby submitted in response to the Request for Proposal/Quote (“RFP/RFQ”) furnished by Customer Name are the Proprietary and Confidential property of CDW Government LLC (“CDW•G”).
© CDW Government LLC 2021
Tab 4 – Qualification and Experience
i. Provide a brief history of the Offeror, including year it was established and corporate office location.
CDW Government LLC is the wholly-owned subsidiary of
CDW LLC. Our customer base is quite diverse, ranging from state and local government, federal, healthcare, K-12 and higher education. A Fortune 500 company with multi-national capabilities, CDW was founded in 1984 and employs more
than 10,000 coworkers. We have an expansive network of
offices near major cities and a large team of field coworkers across the United States.
C
DW debuted on the Fortune 500 in 2001, at No. 435. CDW’s rise in the rankings highlights its sustainable, profitable growth over the years, from $4 billion in sales in 2001 to over $18 billion in 2019. CDW now ranks at number 178 on the FORTUNE 500 list for 2020. CDW ranks at No. 5 on CRN’s 2020 Solution Provider 500 list.
ii. Describe Offeror’s reputation in the marketplace.
CDW goes to market with a series of sustainable competitive advantages developed during 35+ years of delivering technology to customers. Each is powerful on its own, but the combination of these interconnected advantages makes it hard for others to replicate CDW’s success.
CDW•G’s success has been driven by the interconnection of unique competitive advantages: our scale and scope, performance-driven culture, highly skilled sales and services capabilities, robust distribution facilities, and established international presence.
CDW QUICK FACTS
Headquarters: Vernon Hills, IL
2019 Annual Net Sales: $18.0B
# of Coworkers: ~10,100
# of U.S. Sales Offices: 26
# of Customers: 250,000+
Fortune 500 Rank (2020): 178
Region 4 ESC Technology Solutions, Products and Services RFP CDW Government LLC Page 58 of 73 01/19/2021
All information and documents hereby submitted in response to the Request for Proposal/Quote (“RFP/RFQ”) furnished by Customer Name are the Proprietary and Confidential property of CDW Government LLC (“CDW•G”).
© CDW Government LLC 2021
The more technology changes, the greater the opportunity for CDW•G to deliver value to its customers and vendor partners. CDW•G continually evolves to take advantage of the accelerating changes in IT. CDW•G has successfully transformed from primarily a technology products seller to an integrated technology solutions provider, ensuring it can continue to help customers navigate an increasingly complex IT market.
Our current competition includes:
• Resellers, such as Computacenter, Connection, ePlus, Insight Enterprises, NTT, Presidio, SCC, Softchoice, World Wide Technology and many smaller resellers; • Manufacturers who sell directly to customers, such as Adobe, Apple, Dell EMC, HP Inc. and Hewlett Packard Enterprise;
• Large service providers and system integrators, such as Accenture, Dell EMC, Hewlett Packard Enterprise and IBM;
• Communications service providers, such as AT&T, CenturyLink and Verizon; • Cloud providers, such as Amazon Web Services, Google and Microsoft; • E-tailers, such as Amazon and Newegg; and
• Retailers (including their e-commerce activities), such as Office Depot and Staples.
W
e believe we are well positioned to compete within this marketplace due to our competitive advantages. We expect the competitive landscape to continue to evolve as new technologies are developed. While innovation can help our business as it creates new offerings for us to sell, it can also disrupt our business model and create new and stronger competitors.
We believe we have sustainable competitive advantages that differentiate us in the marketplace.
We have built a strong sales organization and deep services and solutions capabilities over time and expect to continue to invest to enhance these capabilities, which we believe when combined with our competitive advantages of scale and a performance driven culture, will help drive sustainable, profitable growth for us today and in the future. Our scale enables us to have a national and international footprint, as well as invest in resources to meet specific customer end- market needs. Our sellers are organized around unique customer end markets that are both vertically and geographically focused. Our scale enables our ability to invest in technical coworkers who work directly with our sellers to help customers implement increasingly complex IT solutions. Our scale also enables us to operate our three distribution centers (two in the US and one in the UK), which combined are more than 1 million square feet in size. We have cross- border relationships that enable us to serve the needs of our US, UK and Canadian-based customers in more than 150 countries. Our strong, execution-oriented culture is underpinned by our compensation system.
O
ur hardware products include notebooks/mobile devices (including tablets), network communications, desktop computers, video monitors, enterprise and data storage, and other hardware. Our software products include application suites, security, virtualization, operating systems and network management. Our services include warranties, managed services, consulting design and implementation. IT is critical to both "run the business" and drive greater growth and productivity.
To help our customers accomplish this, we have built a robust portfolio of solutions across data center, digital workspace, security, virtualization and services that we provide in physical, virtual, or cloud-based environments.
We provide public cloud solutions, which reside off customer premises on a public (shared) infrastructure, and private cloud solutions, which reside on customer premises. We also offer
Region 4 ESC Technology Solutions, Products and Services RFP CDW Government LLC Page 59 of 73 01/19/2021
All information and documents hereby submitted in response to the Request for Proposal/Quote (“RFP/RFQ”) furnished by Customer Name are the Proprietary and Confidential property of CDW Government LLC (“CDW•G”).
© CDW Government LLC 2021
hybrid cloud solutions that deliver the benefits of both public and private solutions. Our migration, integration and managed services offerings help our customers simplify cloud adoption, as well as the ongoing management of cloud solutions, across the entire IT lifecycle. Dedicated Cloud Client Executives work with our customers to architect cloud solutions meeting their organizational, technology and financial objectives.
We offer a broad portfolio of integrated solutions that include the following on and off-premise capabilities:
• Data Center: We assess our customers application infrastructure need, design flexible, resilient and efficient solutions and manage the solution throughout its lifecycle. Our broad portfolio of hardware and software products, encompassing both on and off- premise solutions, enables us to provide well-integrated solutions, including conver ged
and hy
perconverged infrastructure, physical and virtualized servers, software defined aut
omation and orchestration solutions, hybrid storage and energy-efficient power and c
ooling.
• Digital Workspace: We build end-to-end solutions that deliver access to applications that improve our customers' productivity regardless of device or location. We connect our customers' physical devices, including laptops, desktops, IP Phones, mobile devices and pr
int systems. We utilize collaboration solutions to unite applications via the integration of products that facilitate the use of multiple enterprise communication methods including em
ail, persistent chat, social media, voice and video. We also host cloud-based collaboration solutions. Our solutions provide the tools that allow our customers' employees to share knowledge, ideas and information among each other and with clients and partners effectively, securely and quickly.
• Security: We assess our customers' security needs and provide them with risk mitigation tools and services. Product design, architecture and implementation can take t
he form of hardware, software or Software as a Service. These tools and services are pr
ovided across a multitude of categories such as: endpoint security, email security, web s
ecurity, intrusion prevention, authentication, firewall, virtual private network services and net
work access control. Security consulting engagements include security assessment, policy and procedure gap analysis, security roadmaps and health checks. • Virtualization: We design and implement server, storage and desktop virtualization s
olutions. Virtualization enables our customers to efficiently utilize hardware resources by running multiple, independent, virtual operating systems on a single computer and m
ultiple virtual servers simultaneously on a single server. Virtualization also can s
eparate a desktop environment and associated application software from the hardware dev
ice that is used to access it and provides employees with remote desktop access.
Our specialists assist customers with the steps of implementing virtualization solutions, including evaluating network environments, deploying shared storage options and l
icensing platform software.
• Services: We advise, architect and manage integrated business technology for our customers. Our solutions include integrated cloud, collaboration, data center, mobility and security business technology, from the physical to the application layer. We provide adv
isory, architectural and managed services across basic, discrete and integrated bus
iness technology solutions. We leverage best-in-class partner technology platforms to s
eamlessly architect and manage disparate IT platforms into integrated business technology solutions.
CDW•G’s solutions include design, implementation and ongoing management and support.
Continuous transformation, which includes the addition of field sellers, technology specialists
Region 4 ESC Technology Solutions, Products and Services RFP CDW Government LLC Page 60 of 73 01/19/2021
All information and documents hereby submitted in response to the Request for Proposal/Quote (“RFP/RFQ”) furnished by Customer Name are the Proprietary and Confidential property of CDW Government LLC (“CDW•G”).
© CDW Government LLC 2021
and advanced services engineers and extensive services capabilities, means that CDW is uniquely positioned to capitalize on the key technology drivers of today and tomorrow. iii. D
escribe Offeror’s reputation of products and services in the marketplace.
Total Solutions
CDW offers a full range of products and services that enable your organization to develop the best total solution to meet your specific needs while attaining the most value for your organization. CDW provides expert consulting, design, configuration, installation, and lifecycle management services. Our offerings are extremely comprehensive
Region 4 ESC Technology Solutions, Products and Services RFP CDW Government LLC Page 61 of 73 01/19/2021
All information and documents hereby submitted in response to the Request for Proposal/Quote (“RFP/RFQ”) furnished by Customer Name are the Proprietary and Confidential property of CDW Government LLC (“CDW•G”).
© CDW Government LLC 2021
Customer-Focused Philosophy
CDW continues to maintain the strong
customer focus that has been the key to
our success. We adhere to a core
philosophy known as the CDW Circle of
Service, which means that everything we
do revolves around you – the customer. It
drives us to provide outstanding customer
service and the best value. Our objective
is to have Region 4 ESC view us as a
valuable extension of your IT staff. We
seek to achieve this goal by providing
superior customer service through our
large and experienced sales and service
delivery teams. Our Market Research
Team works with a third-party research
firm to measure customer loyalty and
satisfaction through customer surveys.
Strengths, Best Practices, and Value
By aligning with CDW, your organization can take advantage of our strengths, best practices, and value-added services. Highlights include:
• Experienced account team supports your day-to-day IT needs and also helps develop appr
opriate strategies for future product and service needs. • Value-added presales consulting resources ensure solutions are tailored to meet your operational and budgetary requirements.
• Strong partnerships with vendors enable us to provide technology roadmaps, quick responses to questions, and competitive pricing.
• On-line procurement capabilities streamline and standardize purchasing as well as support flexible reporting and improved decision making. • Two large ISO 9001 certified distribution centers, efficient inventory management capabilities, and distribution channel partnerships result in quick product turnaround. • Highly trained and experienced technicians provide pre-shipment configuration services and quality assurance checks to maximize productivity.
• Flexible logistical capabilities accommodate standard or urgent delivery. • Our breadth and depth of capabilities enables us to deliver a streamlined and cost- effective total solution from planning to ongoing management. • CDW’s business model provides local and nationwide support. • Our financial strength and leadership will enable us to continue supporting Region 4 ESC with leading-edge technology solutions.
L
arge Onsite Inventories
CDW has two large strategically located distribution centers controlled by a state-of-the-art Warehouse Management System (WMS) that ensures speed and accuracy throughout the order fulfillment and distribution processes. CDW has a 450,000-square-foot distribution center located at our headquarters in Vernon Hills, IL and a 513,000-square-foot distribution center located in North Las Vegas, NV. These locations facilitate quick distribution of products to our growing customer base throughout the country. The Vernon Hills (VH) distribution center focuses on CDW Circle of Service
Region 4 ESC Technology Solutions, Products and Services RFP CDW Government LLC Page 62 of 73 01/19/2021
All information and documents hereby submitted in response to the Request for Proposal/Quote (“RFP/RFQ”) furnished by Customer Name are the Proprietary and Confidential property of CDW Government LLC (“CDW•G”).
© CDW Government LLC 2021
distributing products to customers east of the Mississippi River while the Las Vegas (LV) distribution center primarily serves the western part of the United States.
CDW holds of inventory, on average, in our
two CDW-owned distribution centers that total
almost 1M square feet. Our ISO 9001, 14001 and
28000 certified strategically located distribution
centers provide speed, accuracy, and excellent
geographic coverage across the United States.
We have access to more than 100,000 top brand-
name products from more than 1,000 leading
manufacturers.
Due to the size of our facilities that span four levels of storage and three level picking modules, forklifts are required to stock and pick products as needed. Our product lineup includes desktops, notebooks, servers, peripherals, networking and communications equipment, software, accessories, plotters, network printers, desktop printers, and print supplies. CDW offers everything your IT operation could possibly need – from enterprise solutions to mouse pads.
CD
W Configuration Services Overview
IT teams face constant pressure to increase productivity while keeping costs low. That’s why CDW is with you every step of the way, from assessing your environment and long-term objectives to designing and implementing a custom solution to meet your needs. We offer a wide variety of configuration services to make IT implementations easier and help you meet the demands of your business, including project management oversight — a vital service for large deployments.
H
ardware Configuration
CDW's highly trained and certified technicians can configure your hardware before it ships.
There's no downtime, wasted resources or need to hire outside consultants. We'll help you save time and money with the configuration solution that meets your needs, including:
• End-user hardware installations, including desktops, laptops and printers • Pre-shipment configuration for server and storage equipment • Remote configuration for networking and storage equipment Sof
tware Configuration Management and Computer Imaging
We can configure your operating system, custom BIOS and/or software settings to any piece of equipment before shipment. By letting us handle repetitive software configurations before your order ships, you'll save time with new system rollouts. We offer:
• Computer imaging services: We can preload your custom images onto systems before t
hey ship.
• VPN configuration services: With a static IP address and proprietary VPN connection, y
ou can update images on the fly.
• iOS and Android configuration: We'll customize your iPad or Android deployments by loading apps, settings or customized content.
Region 4 ESC Technology Solutions, Products and Services RFP CDW Government LLC Page 63 of 73 01/19/2021
All information and documents hereby submitted in response to the Request for Proposal/Quote (“RFP/RFQ”) furnished by Customer Name are the Proprietary and Confidential property of CDW Government LLC (“CDW•G”).
© CDW Government LLC 2021
Custom Turnkey Solutions
We'll ensure your new technology is ready to go when it arrives to help you save time and money. You can feel
confident that your new technology is properly customized, integrated, tested and ready to deploy "out of the box" as soon as it's delivered.
W
e can help with:
• Joining client systems to your domain over VPN
• Custom BIOS and firmware upgrades
• Data capture for pre-staging on your network
• Custom inserts with clear instructions for users
I
T Asset Management
Keeping track of your IT infrastructure can be difficult, but our customized asset tagging makes it simple. We can label
every piece of hardware with a unique asset number, which can be easily tracked online in your Account Center. This not only standardizes your physical inventory, but also enhances tracking capabilities, along with reducing the possibility of theft or loss.
W
e offer:
• Custom asset tagging based on your current system or one we help you devise • Enhanced barcode tracking for easy inventory management • Custom engraving and laser etching for laptops, tablets and more C
ustom Packaging and Simplified Distribution
With our custom packaging and distribution services, you can eliminate the clutter of extra boxes and receive your new IT equipment packaged, labeled and consolidated for ease of delivery at your dock. We can simplify delivery with:
• Palletization: Allows you to receive your entire order in one shipment
• Kitting: We'll bundle your items together and shi
p
k
itted boxes to multiple destinations
• Labeling: We'll label packages with vital information for easy routing and tracking R
emote Configuration Services
CDW’s highly skilled and certified engineers can remotely deploy multivendor firewall, router and switch configurations.
We'll configure this hardware from one of our two state-of-the- art Configuration Centers before shipment and complete final settings and hardening after delivery via a secure connection.
S
ervices include customized installations for:
Region 4 ESC Technology Solutions, Products and Services RFP CDW Government LLC Page 64 of 73 01/19/2021
All information and documents hereby submitted in response to the Request for Proposal/Quote (“RFP/RFQ”) furnished by Customer Name are the Proprietary and Confidential property of CDW Government LLC (“CDW•G”).
© CDW Government LLC 2021
• HP, Cisco, Dell and Aruba switches
• Cisco wireless LAN controllers
• Cisco IronPort web and email security
• Cisco ASA with FirePOWER® and F5 BIG-IP® LTM configurations • Citrix XenApp®, Xen Desktop® and NetScaler® Gateway™ solutions • FortiGate, SonicWall and Palo Alto appliances
iv. D
escribe the experience and qualification of key employees.
Region 4 ESC Technology Solutions, Products and Services RFP CDW Government LLC Page 65 of 73 01/19/2021
All information and documents hereby submitted in response to the Request for Proposal/Quote (“RFP/RFQ”) furnished by Customer Name are the Proprietary and Confidential property of CDW Government LLC (“CDW•G”).
© CDW Government LLC 2021
v. D
escribe Offeror’s experience working with the government sector.
CDW·G is the wholly owned subsidiary of CDW LLC that focuses on the public sector, including federal, state, and local government agencies, educational institutions, and healthcare facilities.
With over 200 government and education contracts, we are the nation’s largest direct response provider of multi-brand technology products and services. vi. D
escribe in detail what level of assistance will be provided to a Participating Agency to secure e-rate funding. Identify how much effort will be required in obtaining this funding. Specify the services available to the agency for project planning, specialized program assistance, and other services provided to the agency dealing with the e-rate program.
We focus on building strong relationships with our public sector customers by leveraging our knowledgeable account managers and technical specialists to provide extensive pre- and post- award support. Our experts lead the industry in public-sector customer service and product knowledge, directly benefitting the officers, administrators, and staff of our public safety customers.
Based upon both exponential growth within the Public Sector market and accolades from our OEM partners, CDW•G has continued our investments into resources to support our customers nationwide. Those resources include our Business Development team, which consists of former educators and classroom technology specialists whose primary focus is helping our customers implement solutions attuned to the needs of IT, leadership, and curriculum. These solutions are created with realistic budget constraints in mind, often in conjunction with E-Rate funding initiatives, led by Learning Environment Advisors (LEAs) advising on the top issues in the changing 21st century classroom environment.
C
redentials and Certifications
CDW·G holds several ISO certifications, including 9001:2008. Our 9001:2008 certificate of registration covers a scope of sales, configuration, repair, and support of computer and related technology. Our 14001:2004 certificate of registration includes environmental activities related to
Region 4 ESC Technology Solutions, Products and Services RFP CDW Government LLC Page 66 of 73 01/19/2021
All information and documents hereby submitted in response to the Request for Proposal/Quote (“RFP/RFQ”) furnished by Customer Name are the Proprietary and Confidential property of CDW Government LLC (“CDW•G”).
© CDW Government LLC 2021
product/service management, inventory control, shipping, customer service, returns management, and receiving computers and related technologies (excluding the office, cafeterias, and lessee areas).
A Powerful E-Rate Partner
CDW•G is proud to have participated in E-Rate Projects for Category 2 since 1998, when our company was founded. During that time, we have been awarded over in total equipment delivered to schools throughout the United States. Due to our streamlined and best-practice system of checks and balances, we have never lost funding for a school, as substantiated by countless audits. Our dedicated E-Rate invoice team ensures expert handling of both BEAR and SPI E-Rate invoicing.
E-Rate Program Management
David White, Program Manager, and Amy Passow, E-Rate Specialist, offer public sector entities their knowledge, assistance, and advisement on E-Rate matters, including but not limited t
o Program compliance and adherence. Mr. White prepares contract deliverable reports and m
akes modifications, as necessary, including price reductions, additions, discontinued products, replacements, and version changes. He ensures that price and supply agreements are in place f
rom award through completion and that the E-Rate bidding, ordering, invoicing, and funding are al
l seamless and easy for entities to complete.
Ms. Passow ensures CDW•G is working with E-Rate applicants in compliance with rules and regulations throughout the process. She advises on the appropriate engagement before and after Form 470 filings and works with our operations teams to ensure E-Rate ordering, invoicing, and delivery are compliant; additionally, Ms. Passow assists applicants with PIA reviews and preparation of Item 21 Forms as part of the Form 471 process. vii. D
escribe past litigation, bankruptcy, reorganization, state investigations of entity or current officers and directors.
As of the date of submission, and to CDW•G's knowledge and belief, CDW•G is not currently involved in any litigation involving customers, competitors, or employees which, if adversely adjudicated, would have a material adverse impact on CDW•G’s ability to perform its obligations under an awarded contract.
As of the date of submission, and to the best of our knowledge and belief, CDW•G has not filed a petition for bankruptcy or reorganization due to financial hardship.
Region 4 ESC Technology Solutions, Products and Services RFP CDW Government LLC Page 67 of 73 01/19/2021
All information and documents hereby submitted in response to the Request for Proposal/Quote (“RFP/RFQ”) furnished by Customer Name are the Proprietary and Confidential property of CDW Government LLC (“CDW•G”).
© CDW Government LLC 2021
References
viii. Provide a minimum of 10 customer references relating to the products and services within this RFP.
Include entity name, contact name and title, contact phone and email, city, state, years serviced, description of services and annual volume.
Region 4 ESC Technology Solutions, Products and Services RFP CDW Government LLC Page 68 of 73 01/19/2021
All information and documents hereby submitted in response to the Request for Proposal/Quote (“RFP/RFQ”) furnished by Customer Name are the Proprietary and Confidential property of CDW Government LLC (“CDW•G”).
© CDW Government LLC 2021
Region 4 ESC Technology Solutions, Products and Services RFP CDW Government LLC Page 69 of 73 01/19/2021
All information and documents hereby submitted in response to the Request for Proposal/Quote (“RFP/RFQ”) furnished by Customer Name are the Proprietary and Confidential property of CDW Government LLC (“CDW•G”).
© CDW Government LLC 2021
Region 4 ESC Technology Solutions, Products and Services RFP CDW Government LLC Page 70 of 73 01/19/2021
All information and documents hereby submitted in response to the Request for Proposal/Quote (“RFP/RFQ”) furnished by Customer Name are the Proprietary and Confidential property of CDW Government LLC (“CDW•G”).
© CDW Government LLC 2021
ix. P
rovide any additional information relevant to this section.
Region 4 ESC Technology Solutions, Products and Services RFP CDW Government LLC Page 71 of 73 01/19/2021
All information and documents hereby submitted in response to the Request for Proposal/Quote (“RFP/RFQ”) furnished by Customer Name are the Proprietary and Confidential property of CDW Government LLC (“CDW•G”).
© CDW Government LLC 2021
Tab 5 – Value Add
i. Provide any additional information related to products and services Offeror proposes to enhance a
nd add value to the Contract.
As demonstrated by this response to Region 4 ESC’s Technology Solutions, Products and Services RFP, CDW•G is fully capable of completing and managing the Scope of Work in this new contract. We are confident in this because we have been successfully managing the Region 4 ESC contract (R160201) for the last 5 years. By awarding CDW•G this new contract, Region 4 ESC will have a seamless, no interruption transition from the current contract. The team currently in place will remain in place to serve Region 4 ESC, which means our team is already familiar and accustomed to working with of Region 4 ESC. CDW•G also held the National IPA contract before it became OMNIA, giving our teams more foundation and experience.
In addition to the current Technology Solutions, Products and Services contract, CDW•G currently holds and manages a total cloud solutions contract (R0107100) for Region 4 ESC
Region 4 ESC Technology Solutions, Products and Services RFP CDW Government LLC Page 72 of 73 01/19/2021
All information and documents hereby submitted in response to the Request for Proposal/Quote (“RFP/RFQ”) furnished by Customer Name are the Proprietary and Confidential property of CDW Government LLC (“CDW•G”).
© CDW Government LLC 2021
Tab 6 – Additional Required Documents
(Appendix C)
a. A
cknowledgement and Acceptance of Region 4 ESC’s Open Records Policy Appendix C, Doc #1
b. Antitrust Certification Statement (Appendix C, Doc #2) c. Implementation of House Bill 1295 Certificate of Interested Parties (Appendix C, Doc #3)
d. Texas government Code 2270 Verification Form (Appendix C, Doc #4) e. Any additional agreements Offeror will require Participating Agencies to sign
A
ppendix C, Doc #1
ACKNOWLEDGMENT AND ACCEPTANCE
OF REGION 4 ESC’s OPEN RECORDS POLICY
O
PEN RECORDS POLICY
All proposals, information and documents submitted are subject to the Public Information Act requirements governed by the State of Texas once a Contract(s) is executed. If an Offeror believes its response, or parts of its response, may be exempted from disclosure, the Offeror must specify page- by-page and line- by-line the parts of the response, which it believes, are exempt and include detailed reasons to substantiate the exemption. Price is not confidential and will not be withheld. Any unmarked information will be considered public information and released, if requested under the Public Information Act.
The determination of whether information is confidential and not subject to disclosure is the duty of the Office of Attorney General (OAG). Region 4 ESC must provide the OAG sufficient information to render an opinion and therefore, vague and general claims to confidentiality by the Offeror are not acceptable. Region 4 ESC must comply with the opinions of the OAG. Region 4 ESC assumes no responsibility for asserting legal arguments on behalf of any Offeror. Offeror is advised to consult with their legal counsel concerning disclosure issues resulting from this procurement process and to take precautions to safeguard trade secrets and other proprietary information.
Signature below certifies complete acceptance of Region 4 ESC’s Open Records Policy, except as noted below (additional pages may be attached, if necessary).
C
heck one of the following responses to the Acknowledgment and Acceptance of Region 4 ESC’s Open Records Policy below:
We acknowledge Region 4 ESC’s Open Records Policy and declare that no information submitted with this proposal, or any part of our proposal, is exempt from disclosure under the Public Information Act.
We declare the following information to be a trade secret or proprietary and exempt from disclosure under the Public Information Act.
(
Note: Offeror must specify page-by-page and line-by-line the parts of the response, which it believes, are exempt. In addition, Offeror must include detailed reasons to substantiate the exemption(s). Price is not confident and will not be withheld. All information believed to be a trade secret or proprietary must be listed. It is further understood that failure to identify such information, in strict accordance with the instructions, will result in that information being considered public information and released, if requested under the Public Information Act.)
Date Authorized Signature & Title
01/15/2021
CDW-G Statement of Confidentiality
The information contained within CDW -G’s proposal is protected commercial and financial information belonging to CDW-G and the release of such information would harm CDW-G’s proprietary interests. CDW has spent the last 3 0+ years refining its customer pricing, customer base, customer development and partner relationships. The internal development of information and strategy is at the heart of what makes CDW-G competitive with its customers. To reveal this information to CDW -G’s competitors would cause CDW-G irreparable and substantial competitive harm.
Notwithstanding ESC Region 4’s expectation that price would not be determined confidential, CDW -G’s understanding of prior Texas Attorney General decisions suggests otherwise. The Attorney General, through his review of Texas Supreme Court rulings, has determined that Section 552.104(a) of the Texas Government Code provides protection of price information. In addition to CDW -G’s price strategy and offer to ESC Region 4, CDW-G believes the following to similarly be exempt from disclosure:
Response Page No. Rationale
7 Detailed login instructions for ESC Region 4 members to retrieve downloadable copies of pricing files.
35 Value of CDW-G’s inventory positions is confidential and offers a competitive advantage to CDW-G.
41 CDW-G employee personal information/contact information 48-49 CDW-G employee personal information/contact information 52 CDW-G’s top OMNIA accounts is confidential customer information not made publicly available.
56 CDW-G’s logistics and performance metrics is confidential information used to provide CDW-G a competitive advantage. 62 Value of CDW-G’s inventory positions is confidential and offers a competitive advantage to CDW-G.
64-65 CDW-G employee personal information/contact information 66 Confidential financial information not released to the public. 67-70 CDW-G customer references are confidential as the secrecy of the information allows CDW-G to maintain a competitive advantage.
Version April 13, 2020
Appendix C
, Doc #2
ANTITRUST CERTIFICATION STATEMENTS
(Tex. Government Code § 2155.005)
Attorney General Form
I aff
irm under penalty of perjury of the laws of the State of Texas that:
1. I am dul
y authorized to execute this Contract on my own behalf or on behalf of the company, corporation, firm, partnership or individual (Company) listed below;
2. In connecti
on with this proposal, neither I nor any representative of the Company has violated any provision of the Texas Free Enterprise and Antitrust Act, Tex. Bus. & Comm. Code Chapter 15;
3. In connec
tion with this proposal, neither I nor any representative of the Company has violated any federal antitrust law; and
4. Neither I nor any representative of the Company has directly or indirectly communicated any of the contents of this proposal to a competitor of the Company or any other company, c orporation, firm, partnership or individual engaged in the same line of business as the Company.
Company Contact
Signature
Printed Name
Address Position with Company
Official
Authorizing
Proposal
Signature
Phone
Printed Name
Fax
Position with Company
CDW Government LLC
230 N. Milwaukee Ave
Vernon Hills, IL 60061
David Hutchins
Vice President, Strategic Programs
Pam Janutolo
Manager, Proposal Teams
847.371.5800
847.465.6800
Appendix C, DOC # 3
Implementation of House Bill 1295
Certificate of Interested Parties (Form 1295):
In 2015, the Texas Legislature adopted House Bill 1295, which added section 2252.908 of the Government Code. The law states that a governmental entity or state agency may not enter into certain contracts with a business entity unless the business entity submits a disclosure of interested parties to the governmental entity or state agency at the time the business entity submits the signed contract to the governmental entity or state agency. The law applies only to a contract of a governmental entity or state agency that either (1) requires an action or vote by the governing body of the entity or agency before the contract may be signed or (2) has a value of at least $1 million. The disclosure requirement applies to a contract entered into on or after January 1, 2016.
The Texas Ethics Commission was required to adopt rules necessary to implement that law, prescribe the disclosure of interested parties form, and post a copy of the form on the commission’s website. The commission adopted the Certificate of Interested Parties form (Form 1295) on October 5, 2015. The commission also adopted new rules (Chapter 46) on November 30, 2015, to implement the law. The commission does not have any additional authority to enforce or interpret House Bill 1295.
Filing Process:
Staring on January 1, 2016, the commission made available on its website a new filing application that must be used to file Form 1295. A business entity must use the application to enter the required information on Form 1295 and print a copy of the completed form, which will include a certification of filing that will contain a unique certification number. An authorized agent of the business entity must sign the printed copy of the form. The completed Form 1295 with the certification of filing must be filed with the governmental body or state agency wit h which the business entity is entering into the contract.
The governmental entity or state agency must notify the commission, using the commission’s filing application, of the receipt of the filed Form 1295 with the certification of filing not later than the 30th day after the date the contract binds all parties to the contract. This process is known as acknowledging the certificate. The commission will post the acknowledged Form 1295 to its website within seven business days after receiving notice from the governmental entity or state agency. The posted acknowledged form does not contain the declaration of signature information provided by the business.
A certificate will stay in the pending state until it is acknowledged by the governmental agency.
Only acknowledged certificates are posted to the commission’s website.
Electronic Filing Application: https://www.ethics.state.tx.us/whatsnew/elf_info_form1295.htm Frequently Asked Questions:
https://www.ethics.state.tx.us/resources/FAQs/FAQ_Form1295.php Changes to Form 1295: https://www.ethics.state.tx.us/data/filinginfo/1295Changes.pdf Appendix C, DOC # 4
T
exas Government Code 2270 Verification Form
T
o Whom It May Concern,
CDW Government LLC is a publicly traded entity under its parent company (Stock Ticker:
CDW).
Due to the new rules executed by the State of Texas on 01/01/2018, the Form 1295 is no longer applicable to CDW Government LLC.
Please visit the following website for more information. https://www.ethics.state.tx.us/whatsnew/FAQ_Form1295.html#Who_Is_Interested_Party SECTION 7 - # 4
House Bil
l 89 (85R Legislative Session), which adds Chapter 2270 to the Texas Government Code, provides that a governmental entity may not enter into a contract with a company without verification that the contracting vendor does not and will not boycott Israel during the term of the contract.
Furtherm
ore, Senate Bill 252 (85R Legislative Session), which amends Chapter 2252 of the Texas Government Code to add Subchapter F, prohibits contracting with a company engaged in business with Iran, Sudan or a foreign terrorist organization identified on a list prepared by the Texas Comptroller.
I, ___________________________________________________, as an authorized representative
of
_____________________________________________________________, a cont ractor
engaged by
Insert Name of Company
Region 4 Education Service Center, 7145 West Tidwell Road, Houston, TX 77092, verify by this writing that the above- named company affirms that it (1) does not boycott Israel; and (2) will not boycott Israel during the term of this contract, or any contract with the above- named Texas governmental entity in the future.
Also, our
company is not listed on and we do not do business with companies that are on the Texas Comptroller of Public Accounts list of Designated Foreign Terrorists Organizations found at https://comptroller.texas.gov/purchasing/docs/foreign-terrorist.pdf.
I furt
her affirm that if our company's position on this issue is reversed and this affirmation is no longer valid, that the above -named Texas governmental entity will be notified in writing within one (1) business day and we understand that our company's failure to affirm and comply with the requirements of Texas Government Code 2270 et seq. shall be grounds for immediate contract termination without penalty to the above-named Texas governmental entity.
I swear
and affirm that the above is true and correct.
______________________________________________ ________________ Signat
ure of Named Authorized Company Representative Date
David Hutchins
CDW Government LLC
01/15/2021
SA Version 2020 03 05
ST
AGING/BUY AND HOLD AGREEMENT
T
his STAGING/BUY AND HOLD AGREEMENT (“Agreement”) is made as of the _____ day of [Month], Year (the “Effective Date”) by and between CDW Government, LLC (“Seller”) and ____________ (“Customer”).
STAGING MANAGEMENT.
Seller and Customer (each, a “ Party”, together , the
“Parties”) agree to work together to manage Seller’s storage and distribution (“Staging”) of certain products purchased which may receive configured Services such as asset
tagging, hardware installation, software imaging,
customization with VPN and kitting with custom packaging (“Configuration Services”) purchased separately by
Customer from Seller, specified hereunder (“Staged
Products”).
Section 1. INTERPRETATION.
Notwithstanding anything to the contrary specified in any Seller-issued quote or Customer-issued Staging/Buy and
Hold Authorization Order (defined herein), the Parties agree that all such quotes and Staging/Buy and Hold Authorization Orders shall be governed solely by the terms and conditions of this Agreement; provided that Customer’s purchase of Staged Products from Seller (including without limitation payment, invoicing and return privilege terms) shall be governed by Seller's “Terms and Conditions of Produ ct
Sales and Service Projects” specified at www.cdw.com
unless Seller and Customer have signed a separate
agreement to govern such product sales prior to the Effective Date (in either case, the “Product Agreement”). In the event of a conflict between the Product Agreement and this
Agreement, the provisions of this Agreement shall prevail.
Section 2. SELLER STAGING.
2.1 All Staged Products must be listed on a
Staging/Buy and Hold Authorization Order (“ SAO”)
executed between the parties, that is substantially in the form of Exhibit A attached hereto. Seller shall store the Staged Products on behalf of Customer at Seller’s warehouse
located at [CDW Warehouse], (“Seller’s Warehouse”). The Parties will execute SAO’s in numerical order, beginning with “ A-1”. Any change to the SAO shall be under the terms and conditions specified on a Staging/ Buy and Hold Authorization Order Addendum (“SAOA”) that is
substantially in the form of Exhibit B attached hereto .
Except as otherwise specified in the applicable SAOA,
Customer will be financially responsible to Seller for any and all Seller costs associated with changes to a SAO. Such additional Seller costs may include, but are not limited to, custom configurations, handling, release date changes,
warehousing and shipping charges.
2.2 Staged Products which are known by Seller to be
defective, OEM deemed end of life or DOA during delivery to or at the Staging Location, will be replaced by Seller at no additional cost to Customer. No change to the SAO or
signed amendment will be re quired for replacement s by Seller pursuant to his Section and Seller will notify
Customer’s contact via email.
2.3 To the best of Customer’s knowledge, any
configuration, asset tagging, imaging, or like Services to be performed by Seller on the Staged Prod ucts have been
finalized, as evidenced by Customer’s initials in the correct box below:
T
he Staged Products [CHOOSE] have Configuration
Services performed.
S
ection 3. OWNERSHIP.
As between Seller and Customer, o wnership of, and title to the Staged Product s will transfer from Seller to Customer upon delivery of the St aged Products to the designated staging location (“Staging Location ”) within Seller’s
Warehouse. Customer obtains a special property right and insurable interest in such Staged Products under UCC § 2- 501. Customer a cknowledges and agrees that any
manufacturer warranty period for the Staged Products will begin on the date of Seller’s invoice.
S
ection 4. SALES TAX.
As set forth above, ownership of and title to the Staged Products will transfer from Seller to Customer upon delivery of the Staged Products to the Staging Location. Seller will collect sales tax due from Customer based on the Seller’s Warehouse location identified in Section 2. Upon executing this agreement , and if applicable, Customer will p rovide Seller with either Illinois or Nevada tax exemption
documentation.
Section 5. SHIPPING.
5.1 Seller shall release the Staged Products from the
Staging Location and provide them to the carrier for
shipment to Customer’s location upon the Estimated Ship Date set forth in the SAO, unless Customer provides written notice to Seller (which may be by email sent directly to the Seller Account Manager) no less than ten (10) business days prior to such Estimated Ship Date notifying Seller of
Customer’s request to change the ship date . Customer cannot change any ship date to a date later than the Final Ship Date set forth in the SAO (“Final Ship Date”). Seller will ship to Customer all Staged Products that remain in Seller’s Warehouse no later than the Final Ship Date.
5.2 Customer will be responsible for all shipping and
handling charges, which Seller will include as an additional line item on the applicable invoice.
5.3 In the event of early termination or in the event
that Customer does not request delivery of a ll Staged
Products prior to the Final Ship Date , Seller shall, at Seller’s option; either (i) ship the remaining Staged Products still held by Seller to Customer’s Final Ship to Address identified on the SAO, or (ii) return the Staged Products to Seller’s inventory.
Section 6. INVOICING AND PAYMENT.
6.1. Except as otherwise agreed in writing by the
Parties, and subject to continuing credit approval by Seller,
SA Version 2020 03 05
Customer will pay all invoices within thirty (30) days after the date of Seller’s invoice. In addition to the purchase price for the Staged Products, Seller will charge Customer a fee for holding the Staged Products as set forth on each SAO (“Staging Fee”).
6.2. Seller will invoice Customer for Customer’s
purchase of Staged Products on the date that the Staged Products are delivered to the Staging Location in Seller’s Warehouse. Seller will also include the applicable Staging Fee on each invoice for Staged Products.
6.3. The Staging Services will commence, and the
Staging Fee applied, upon the date of CDW’s invoice.
6.4. Upon com pletion of each SAO, if applicable,
CDW will provide customer with a settlement invoice for any additional fees resulting from any changes to the
original SAO (e.g., additional staging fees, handling fees, shipping charges, etc.).
6.5. Customer acknowledges th at some or all Staged
Products may not be in Seller’s warehouse or available to be held for Customer on the date the SAO is submitted to Seller and agrees that Seller shall have no liability or responsibility to Customer for losses of any incentives or price adjustments as a result of the invoice date being different from the SAO date.
Section 7. NON-CANCELABLE.
CUSTOMER ACKNOWLEDGES AND AGREES THAT
CUSTOMER'S OBLIGATIONS UNDER THIS
AGREEMENT ARE ABSOLUTE AND NON-
CANCELABLE, AND THE STAGED PRODUCTS ARE
NON-RETURNABLE, NOTWITHSTANDING ANY
OBSOLESCENCE OF THE STAGED PRODUCT S,
PROBLEMS WITH OR DEFECTS IN THE STAGED
PRODUCTS, ANY CHANGES IN SCHEDULE, ANY
CHANGES IN CUSTOMER'S NEEDS OR FINANCIAL
CIRCUMSTANCES, ANY UNAVAILABILITY OF
LEASE FINANCING FOR ANY OR ALL OF THE
STAGED PRODUCT S, OR ANY OTHER
CIRCUMSTANCE. CUSTOMER SHALL HAVE NO
RIGHT TO REFUSE DELIVERY OR TO DELAY
PAYMENTS FOR ANY STAGED PRODUCTS FOR ANY
REASON, INCLUDING WITHOUT LIMITATION THE
CONDITION OF STAGED PRODUCTS.
Section 8. BREACH; REMEDIES.
In the event that Custome r cancels any SAO or addendums thereto, or terminates this Agreement, Seller shall have the right, in addition to all other remedies it may have, to be compensated for all costs, expenses and losses incurred by Seller, including, but not limited to, the co st of Staging the Staged Products, insurance costs, costs incurred with respect to custom configured goods, costs incurred by Seller in ordering Staged Products specifically for Customer's benefit, and costs of collection. In the event of a breach of this Agreement by Customer and in addition to all other
remedies Seller may have at law or in equity, Seller has the right to terminate this Agreement and to demand immediate payment in full for all of the Staged Product s and of all of the fees, costs and expenses assessable hereunder.
Section 9. RISK OF LOSS, AND INSURANCE.
CUSTOMER SHALL BEAR THE RISK OF PROPERTY
DAMAGE TO AND LOSS OF THE STAGED PRODUCTS
(“PRODUCT LOSSES”) AND SHALL PROVIDE
INSURANCE TO COVER ANY SUCH PRODUCT
LOSSES DURING ST ORAGE OF THE STAGED
PRODUCTS IN SELLER’S WAREHOUSE. CUSTOMER
SHALL ALSO BEAR THE RISK OF PRODUCT LOSSES
AND SHALL PROVIDE INSURANCE TO COVER ANY
PRODUCT LOSSES INCURRED DURING SHIPMENT,
NAMING SELLER AS A LOSS PAYEE.
Section 10. SECURITY AND ACCESS.
Seller agrees to exercise the same care with r espect to the storage of Staged Products as Seller exercises with respect to similar products owned by Seller. Seller shall provide secure space to prevent unintended use of Staged Product s. Seller agrees to provide Customer access to its facilities, upon reasonable advance notice, during normal business hours, for purposes of inspection of Staged Products.
S
ection 11. LIMITED LIABILITY.
SELLER’S LIABILITY FOR LOSS OR INJURY TO THE
STAGED PRODUCTS IS LIMITED TO REPLACEMENT
OF THE STAGED PRODUCT S OR REIMBURSEMENT
FOR T HE UNIT PRICE LISTED ON THE SAO,
PROVIDED THAT CUSTOMER HAS PAID SELLER
FOR THE APPLICABLE STAGED PRODUCTS, BUT IN
NO EVENT IN EXCESS OF INSURANCE PROCEEDS
RECEIVED BY SELLER FOR SUCH LOST OR INJURED
PROPERTY. UNDER NO CIRCUMSTANCES WILL
SELLER OR ITS AFFI LIATES BE LIABLE FOR: ANY
INCIDENTAL, CONSEQUENTIAL, INDIRECT,
SPECIAL, OR PUNITIVE DAMAGES, INCLUDING,
BUT NOT LIMITED TO, LOSS OF PROFITS, BUSINESS,
REVENUES OR SAVINGS, AND LOSS, EVEN IF
SELLER HAS BEEN ADVISED OF THE POSSIBILITIES
OF SUCH DAMAGES, WHETHER A CLAIM FOR ANY
SUCH LIABILITY IS PREMISED UPON BREACH OF
CONTRACT, WARRANTY, NEGLIGENCE, STRICT
LIABILITY OR OTHER THEORY OF LIABILITY.
Section 12. TERMINATION.
This Agreement may be terminated by Customer upon thirty (30) days’ advance written notice; provided that Customer has paid all fees, prices and costs due and owing hereunder.
This Agreement may be terminated by Seller upon thirt
y
(
30) d
ays’ advance written notice. Termination of this
Agreement will not terminate either party’s obligations under any existing SAO.
Section 13. F
ORCE MAJEURE.
Seller shall not be liable to Customer for any failure to comply with the terms of this Agreement to the extent that such failure results from any circumstances beyond its
reasonable control , including, but not limited to, carrier delays, delays due to fire, severe weather, power failure , labor problems, acts of war, terrorism, embargo, acts of God, and acts or laws of any government or agency . Seller’s failure or delay in performance under this Agreement due to any force majeure event shall not be deemed to be a default under this Agreement.
Section 14. GOVERNING LAW; JURISDICTION.
THIS AGREEMENT WILL BE GOVERNED BY THE
LAWS OF THE STATE OF ILLINOIS, WITHOUT
SA Version 2020 03 05
REGARD TO CONFLICTS OF LAWS RULES. ANY
LITIGATION WILL BE BROUGHT EXCLUSIVELY IN
COOK COUNTY, ILLINOIS, AND THE PARTIES
CONSENT TO THE JURISDICTION OF THE FEDERAL
AND STATE COURTS LOCATED THEREIN, SUBMIT
TO THE JURISDICTION THEREOF AND WAIVE THE
RIGHT TO CHANGE VENUE. THE PARTIES
FURTHER CONSENT TO THE EXERCISE OF
PERSONAL JURISDICTION BY ANY SUCH COURT
WITH RESPECT TO ANY SUCH PROCEEDING.
IN
WITNESS WHEREOF, each of the Parties has caused this Agreement to be signed and delivered by its respective authorized representative.
SELLER: CDW Government, LLC CUSTOMER: _______________________________ By:
Name: ______________________________________
Title: ______________________________________
Date: ______________________________________
Address of Principal Place of Business:
230 N. Milwaukee Avenue
Vernon Hills, IL 60061
By:
Name: ______________________________________
Title: ______________________________________
Date: ______________________________________
Address of Principal Place of Business:
______________________________________
______________________________________
Customer Account #__________________
SA Version 2020 03 05
SAO EXAMPLE ONLY. DO NOT SIGN!
EXHIBIT A-1
STAGING/BUY AND HOLD AUTHORIZATION ORDER
Customer: AM inserts Customer Name Final Ship Date: AM inserts final ship date Customer #: AM inserts Customer # Final Ship To Address: AM inserts attn, address, city, state & zip in this field
Anticipated Ship To Information
Ship
Consolidation
Unit
Price
Carrier &
Ship
Method
Estimated
Ship Date
Requested
Ship Qty
CDW
EDC
Mfg Part
#
Description Customer
Name
Ship
Attn
Address
Line 1
Address
Line 2
City State Zip Country
*
CDW to default to final ship date if no estimated ship dates are provided in the table above. * The foregoing Staged Products are subject to the "Staging/Buy and Hold Agreement" between the Parties dated ____day of [Month], [Year] I
N WITNESS WHEREOF, each of the Parties has caused this Order to be signed and delivered by its respective authorized representative.
Seller: CDW XXX Customer:
By: X By: X
Name: X Name: X
Title: X Title: X
Date: X Date: X
CDW Internal Use:
Quote #: X
Order #: X
SA Version 2020 03 05
SAO ADDENDUM EXAMPLE ONLY. DO NOT SIGN!
EXHIBIT B-1
STAGING/BUY AND HOLD AUTHORIZATION ORDER ADDENDUM
Customer: AM inserts Customer Name Final Ship Date: AM inserts final ship date Customer #: AM inserts Customer # Final Ship To Address: AM inserts attn, address, city, state & zip in this field
Anticipated Ship To Information
Ship
Consolidation
Unit
Price
Carrier &
Ship
Method
Estimated
Ship Date
Requested
Ship Qty
CDW
EDC
Mfg Part
#
Description Customer
Name
Ship
Attn
Address
Line 1
Address
Line 2
City State Zip Country
*
CDW to default to final ship date if no estimated ship dates are provided in the table above. * The foregoing Staged Products are subject to the "Staging/Buy and Hold Agreement" between the Parties dated ____day of [Month], [Year] T
he parties agree that the Staging/Buy and Hold Authorization Order dated ____day of [Month], [Year] is hereby amended as set forth in this Addendum.
I
N WITNESS WHEREOF, each of the Parties has caused this Order to be signed and delivered by its respective authorized representative.
Seller: CDW XXX Customer:
By: X By: X
Name: X Name: X
Title: X Title: X
Date: X Date: X
CDW Internal Use:
Quote #: X
Order #: X
[CDW Affiliate Logo] Proprietary and Confidential Page 1
STATEMENT OF WORK
Project Name: [Project Name] Seller Representative:
[Seller Name]
[Seller Phone]
[Seller e-mail]
Customer Name: [Customer Name]
CDW Affiliate: [CDW Affiliate determined by Customer #] Subcontractor: [Partner Name] Solution Architect:
[Solution Architect Name],
[Solution Architect Name 2] SOW Created Date: [SOW Created Date] Version: [File Version]
Drafted By
[Services Contract Specialist
Name]
This statement of work (“Statement of Work” or “SOW”) is made and entered into on the last date that this SOW is fully executed as set forth below (“SOW Effective Date ”) by and between the undersigned, [CDW Affiliate] (“Provider,” and “Seller,”) and [Customer Name] (“Customer,” and “Client,”).
GOVERNING AGREEMENT
This SOW shall be governed by that certain [Governing Agreement Name] between [CDW Affiliate] and [Customer Name], dated [Governing Agreement Date] (the “Agreement”). If there is a conflict between this SOW and the Agreement, then the Agreement will control, except as expressly amended in this SOW by specific reference to the Agreement.
References in the Agreement to a SOW or a Work Order apply to this SOW.
PROJECT SCOPE
SERVICE DESCRIPTION
GENERAL RESPONSIBILITIES AND ASSUMPTIONS
• Customer is responsible for providing all access that is reasonably necessary to assist and accommodate Seller’s performance of the Services.
• Customer will provide in advance and in writing, and Seller will follow, all applicable Customer’s facility’s safety and security rules and procedures.
• Customer is responsible for security at all Customer-Designated Locations; Seller is not responsible for lost or stolen equipment, other than solely as a result of Seller’s gross negligence and willful misconduct. • This SOW can be terminated by either party without cause upon at least fourteen (14) days’ advance written notice.
CONTACT PERSONS
Each Party will appoint a person to act as that Party’s point of contact (“Contact Person”) as the time for performance nears and will communicate that person’s name and information to the other Party’s Contact Person.
[CDW Affiliate Logo] Proprietary and Confidential Page 2 Customer Contact Person is authorized to approve materials and Services provided by Seller, and Seller may rely on the decisions and approvals made by the Customer Contact Person (except that Seller understands that Customer may require a different person to sign any Change Orders amending this SOW). The Customer Cont act Person will manage all communications with Seller, and when Services are performed at a Customer -Designated Location, the Customer Contact Person will be present or available. The Parties’ Contact Persons shall be authorized to approve changes in personnel and associated rates for Services under this SOW.
CHANGE MANAGEMENT
This SOW may be modified or amended only in a writing signed by both Customer and Seller, generally in the form provided by Seller (“Change Order”). Services not specified in this SOW are considered out of scope and will be addressed with a separate SOW or Change Order.
In the event of a conflict between the terms and conditions set forth in a fully executed Change Order and those set forth in this SOW or a prior fully executed Change Order, the terms and conditions of the most recent fully executed Change Order shall prevail.
PROJECT SCHEDULING
Customer and Seller, who will jointly manage this project, will together develop timelines for an anticipated schedule (“Anticipated Schedule”) based on Seller’s project management methodology. Any dates, deadlines, timelines or schedules contained in the Anticipated Schedule, in this SOW or otherwise, are estimates only, and the Parties will not rely on them for purposes other than initial planning.
TOTAL FEES
CUSTOMER DESIGNATED LOCATIONS
Seller will provide Services benefiting the locations specified on the attached Exhibit (“Customer-Designated Locations”).
PROJECT SPECIFIC TERMS
[CDW Affiliate Logo] Proprietary and Confidential Page 3
SIGNATURES
In acknowledgement that the parties below have read and understood this Statement of Work and agree to be bound by it, each party has caused this Statement of Work to be signed and transferred by its respective authorized representative.
This SOW and any Change Order may be signed in separate counterparts, each of which shall be deemed an original and all of which together will be deemed to be one original. Electronic signatures on this SOW or on any Change Order (or copies of signatures sent via electronic means) are the equivalent of handwritten signatures. [CDW Affiliate Name]
By:
Name:
Title:
Date:
[Customer Name]
By:
Name:
Title:
Date:
Mailing Address:
[Affiliate Address line 1]
[Affiliate Address line 2]
Mailing Address:
Street:
City/ST/ZIP:
EXHIBIT _
CUSTOMER-DESIGNATED LOCATIONS
Seller will provide Services benefiting the following locations (“Customer-Designated Locations”).
Location(s)
Last Revised: 03/26/2010
CDW PRODUCT RETURN POLICY
Seller offers a 30-day return policy on most products sold. Manufacturer restrictions apply to certa in merchandise, as detailed below and as updated from time to time. Customer may obtain additi onal details and any applicable updates from the dedicated Seller account manage r and may obtain manufacturer contact information by contacting CDW Customer Relations, which may be reached by calling 866.SVC.4CDW or by emailing [email protected].
1. Return Restrictions.
• Defective Product Returns . Customer may return most defective Products directly to Seller within fifteen (15) days of invoice date and receive, at Seller’s option, credit, replacement, ex
change, or repair. After fifteen (15)
days, only the m
anufacturer warranty applies.
• Non-Defective Product Returns . Customer may return most non-defective Products directly to Seller within thir t
y (30) days of in voice date and
receive, at
Customer’s option, credit or exchange, except th at an automatic Seller restocking charge will reduce the value of any such credit or exchan ge
by a minimum of fifteen percent (15%).
• Restricted, Repair-Only Returns . Certain Products can only be returned for repair—not for exchange, repla cement or credit—based on current manufacturer requirements. Such Produc ts should be returned to Seller, shipped di
rectly to the manufacturer, or taken to an authorized service center in Customer’s vicinity. More inform
ation may be provided by the dedicated
Seller account m
anager or by CDW Customer Relations.
• Restricted, Manufacturer-Only Assistance . Certain Products cannot be returned to Seller for any reason—w ithout exception—and Customer m ust
contact the manufacturer directly for any needed assistance. More inform
ation may be provided by the de dicated Seller account manager or by CDW
Customer Relations.
• Special Or
ders. Products that are specially or dered may be non-returnable or may have unique return restrictions provided at the time of sale. More inform
ation may be provided by the de dicated Seller account manager or by CDW
Customer Relations.
Last Revised: 03/26/2010
• Return of Software or DVDs . Seller offers refunds onl y for unopened, undamaged software and DVD m
ovies that are returned within 30 days of
invoice date. Seller offers only replacement for software products and DVD movies th
at either: (i) are defective but are returned within thirty (30) days of invoice date; or (ii) are unopened a nd undamaged, but are returned more than 30 days after invoice date; such replaceable m
erchandise may be
exchanged only for the same soft ware or DVD movie title. Multiple software licenses may be retu rned for refund or exchange only (i) if specificall
y authorized in advance by the manufacturer; and (ii) if returned within thirty (30) da
ys of invoice date.
2. Customer Shipment of Returned Merchandise.
• Return Merchandise Authorization (RMA) Num
ber. No returns of any type
will be accepted by Seller unless acco mpanied by a unique RMA num ber,
which Custom
er may obtain by prov iding the following information to CDW Customer Relations: customer name, applicable invoice numb er, product serial num
ber, a nd details of Customer’s issue with the product.
Customer has five (5) days to return a Product after the applicable RMA is issued. CDW reser
ves the right to refuse any UNAUTHORIZED returns:
those that occur after the five (5) day period or those involving Products that are unacco
mpanied by valid RMA’s.
• Returned Products Must Be Co
mplete. All Products MUST BE returned one
hundred percent (100%) complete, incl uding all origin al boxes, packing materials, manuals, blank warranty cards , and other accessories provi ded by the manufacturer. CDW reser
ves the right to refuse the return of incomp lete
Products. In addition, CDW will char ge a m
inimum fifteen percent (15%)
restocking fee for returns that are accepted.
• Responsibility for Shipping C
osts. Customer is responsible for th e cost of
shipping returned item
s; Seller is re sponsible for the cost of shipping
replacements or exchanges of return ed item
s and will match Customer’s
shipping method.
• Customer Shipping Insurance. Customer is strongly advised to purchase full insurance to cover loss and damage in transit for shipments of returned items and to use a carrier and shipping met hod that provide proof of deli very.
Seller is not responsi
ble for loss during such shipment.
Last Revised: 03/26/2010
3. Merchandise Damaged in Transit.
• Refusal/Receipt of Damaged Products . If a package containing items purchased from Seller arrives at Customer’s address DAMAGED, Customer should REFUSE to accept delivery from the carrier. If Customer does accept delivery of such a package, Custom er mu st: (i) note the damage on the carrier'
s delivery record so that Seller ma y file a claim; (ii) save, as is, the merchandise AND the original box and packag ing it arrived in; and (iii) prom
ptly notify Seller either by ca lling CDW Custom er Relations or by contacting the Seller account manager to arrange for carrier’s inspection and pickup of the damaged merchandise. If Customer does not so not e the damage and save the received mer
chandise and does not so notify Seller
within fifteen (15) days of delivery ac ceptance, Customer will be deemed to have accepted the m
erchandise as if it had arrived undama ged, and Sell er’s regular return pol
icy, as described in sections 1 and 2 above, and all current manufactu
rer warranties and restrictions will apply.
4. Credits
Any credit issued by Seller t
o Custom er under this return policy mu st be
used within two (2) years from the date t
hat the cr edit was issued and may
only be used for future purchases of Pr oduct and/or Services. Any credit or portion thereof not used within the tw o (2) year period will automatically expire.
ATTACHMENT B
ATTACHMENT C
ITEM # 13
CITY OF MONTEBELLO
CITY COUNCIL AGENDA STAFF REPORT
TO: Honorable Mayor and City Council Members
FROM: Raul Alvarez, City Manager
BY: Adrianna Kendricks, Director of Transportation
SUBJECT: RECEIVE AND FILE MONTEBELLO BUS LINES INTENT TO TRANSFER FISCAL YEAR 2017-18 LOW CARBON OPERATION
PROGRAM (LCTOP) FUNDS TO THE CITY OF PASADENA AND
AUTHORIZE STAFF TO CLOSE OUT THE GRANT
DATE: January 10, 2024
RECOMMENDATION(S):
It is recommended that the City Council:
1. Receive and File Montebello Bus Lines (MBL) intent to transfer Fiscal Year 2017- 18 Low Carbon Operation Program (LCTOP) funds, for the amount of Four Thousand, Three Hundred and Ninety Dollars ($4,390) to the City of Pasadena and authorize staff to close out the grant; and
2. Take such additional, related action that may be desirable.
FISCAL IMPACT:
The remaining grant balance from Fiscal Year 2017-18 LCTOP funds is $4,390.
Montebello Bus Lines (MBL) will submit an Intent to Transfer Funds Letter (Attachment A) for these funds in the amount of $4,390 to the City of Pasadena’s 21-22-D7-97 project.
These funds will be transferred from the Transit Department FY 2023-24 capital budget.
MBL will be transferring said funds in accordance with the FY 2022-23 California Department of Transportation guidelines.
BACKGROUND/DISCUSSION:
The City of Montebello is an eligible recipient of LCTOP funds provided by the California Department of Transportation (Caltrans). The LCTOP is part of the California Climate Investments, a statewide initiative that provides operating and capital assistance for
CITY COUNCIL AGENDA REPORT - MEETING OF JANUARY 10, 2024
transit agencies to reduce greenhouse gas emissions and improve mobility.
In 2017, the City was allocated $168,300 in LCTOP funds. The LCTOP funds were used to purchase MBL’s Route 70 Cutaway Bus (modified vehicle) for the Limited Stops Express Project. This Project would help MBL extend its Route 70 to service patrons along Olympic Blvd to have direct access to the Transportation Facility. Furthermore, the Project would reduce headways by one-half the time from 30 minutes to 15 minutes as these vehicles would only stop at major transfer intersection points within Route 70.
The Project is now completed, and interest has accrued on the balance of the grant in the amount of $4,390. Therefore, MBL proposes an LCTOP Corrective Action Plan (Attachment B) to transfer the remaining balance to the City of Pasadena and close out the grant. Transit Staff have conducted the necessary research and determined Pasadena's ongoing 21-22-D7-97 project (Purchase of one 23-foot Battery Electric Dial A Ride Bus) is a viable project for LCTOP funds. In addition, Caltrans has verified and approved the eligibility of Pasadena’s project.
ENVIRONMENTAL:
N/A
ANALYSIS:
N/A
SUMMARY:
Staff recommends that the City Council receive and file Montebello Bus Lines’ (MBL) intent to transfer Fiscal Year 2017-18 Low Carbon Operation Program (LCTOP) funds, for the amount of Four Thousand, Three Hundred and Ninety Dollar ($4,390), to the City of Pasadena and authorize staff to close out the grant; take such additional, related, action that may be desirable.
ATTACHMENT(S)
1. Attachment A – Intent to Transfer Funds Letter
2. Attachment B – LCTOP Corrective Action Plan
NEXT STEPS:
N/A
ATTACHMENT A
January 10, 2024
Erik J. Reitz
Branch Chief,
Low Carbon Transit Operations Program (LCTOP)
Department of Transportation (Caltrans)
1120 N Street (MS 39)
Sacramento, CA 95814
RE: INTENT TO TRANSFER CITY OF MONTEBELLO, MONTEBELLO BUS LINES’ (MBL) FY 17/18 LCTOP FUNDS TO CITY OF PASADENA 21-22-D7-097 PROJECT Dear Mr. Reitz,
The City of Montebello, MBL received an allocation of Fiscal Year (FY) 17/18 Low Carbon Operation program (LCTOP) grant funds in 2017 for the MBL Route 70 “Two: Cutaway Buses for Limited Stops Express” project in the amount of $168,300.
MBL hereby submits this letter of intent to transfer the remaining FY 17/18 LCTOP funds of $4,390 to the City of Pasadena’s 21-22-D7-097 project as eligible for LCTOP funding under the FY 22/23 Guidelines.
It is expected that the City of Pasadena will expend the funds to complete the 21-22-D7-97 project. Additionally, it is noted that MBL’s Route 70 “Two: Cutaway Buses for Limited Stops Express” project is complete and closed out.
Thank you in advance for accepting this transfer request. If you have any questions regarding this transfer request, please contact Rohan Anderson at (323)558-1625 ext. 1104 or [email protected].
Sincerely,
Adrianna Kendricks
Director of Transportation
Encl: Low Carbon Transit Operation Program Corrective Action Plan – Transfer of Funds
Low Carbon Transit Operation Program
Corrective Action Plan
TYPE OF CORRECTIVE ACTION (check box an
d complete all corresponding sections):
☐Change in Project Scope (complete table below and section 1) For a transfer of project funds, check both boxes below:
☐ Transfer of Project Funds (complete table below for the project transferring funds and section 2) ☐ Change in Project Funding (section 3)
1) PROPOSED CHANGE IN PROJECT
SCOPE: Describe the proposed change to the project
scope and the reason for the change. How will the proposed changes affect the following project benefits: Ridership, Vehicle Miles Traveled (VMT), Greenhouse Gas (GHG), Co-Benefits, and Priority Population Benefits ?
2) TRANSFER OF PROJECT FUNDS
:
LCTOP Funds Proposed to
be Transferred:
Project ID (TO project):
Project Name (TO project):
Project ID
Project Name
Lead Agency
Project Type
Regional Entity
Award Amount
Submitted Date
ATTACHMENT B
Low Carbon Transit Operation Program
Corrective Action Plan
Describe the reason fo
r the proposed transfer of project funds:
3) PROPOSED CHANGE IN FUNDIN
G:
Provide information about the proposed changes in project funding. (If the CAP is transferring funds into a different project, the information below should reflect the funding information for the project that the funds are being transferred to. )
Funding Type Prior Original Proposed
99313 $ $ $
99314 $ $ $
Total LCTOP Funds $ $ $
Other Funds
(including Federal,
State, Local Funds):
$ $ $
Total Funds: $ $ $
Describe the reason for the proposed change in project funding or cost:
Person Preparing Report: Phone #: Email:
Authorized Agent & Title Authorized Agent (signature) Date:
Contributing Sponsor (if any) Authorized Agent (signature) Date:
Contributing Sponsor (if any) Authorized Agent (signature) Date:
Date:
ITEM # 14
CITY OF MONTEBELLO
CITY COUNCIL AGENDA STAFF REPORT
TO: Honorable Mayor and City Council Members
FROM: Raul Alvarez, City Manager
BY: Adrianna Kendricks, Director of Transportation
SUBJECT: AMEND THE FISCAL YEAR 2023-24 BUDGET TO APPROPRIATE
GRANT FUNDS FROM THE FEDERAL TRANSIT ADMINISTRATION
FOR HYDROGEN FUEL CELL ELECTRIC BATTERY BUSES AND
TRANSIT FACILITY HVAC UPGRADE PROJECTS
DATE: January 10, 2024
RECOMMENDATION(S):
It is recommended that the City Council:
1. Approve receipt of Nine Million Nine Hundred and Eleven Thousand Four Hundred and Fifty-Three Dollars ($9,911,453) in Federal grant funds awarded by the Federal Transit Administration (FTA) for Hydrogen Fuel Cell Electric Buses (FCEBs) and Transit Facility Heating, Ventilation, and Air Conditioning (HVAC) upgrade projects; and
2. Amend the Fiscal Year 2023-24 budget to appropriate Three Million Five Hundred Ninety-Seven Thousand, Three Hundred and Seventy-Five Dollars ($3,597,375) in Account No. 270-9065-2023-202-6082 for three FCEB purchases and Six Million Three Hundred Fourteen Thousand and Seventy-Eight Dollars ($6,314,078) in Account No. 270-9065-2023-202-7115 for facility renovation projects; and
3. Take such additional, related action that may be desirable.
FISCAL IMPACT:
On September 11, 2023, FTA awarded the City of Montebello Federal grant funding in the amount of $9,911,453 for Fuel Cell Electric Buses (FCEB) and Transit Facility HVAC upgrades, “Grant No. CA-2023-202-00” (Attachment A). Grant No. CA-2023-202-00 is categorized under FTA Section 5307 and distributed through the Bus Operators Subcommittee (BOS) of the Los Angeles County Metropolitan Transportation Authority (Metro).
CITY COUNCIL AGENDA REPORT - MEETING OF JANUARY 10, 2024
In order to utilize these funds, the Fiscal Year 2023-24 budget must be amended. The budget amendment will also incorporate State and Local matches (i.e., Senate Bill 1/ State of Good Repair (SB1/SGR), Senate Bill 1/State Transit Assistance (SB1/STA), Public Transportation Modernization Improvement and Service Enhancement (PTIMSEA), and Transportation Development Act (TDA) Capital Reserve) for each project in accordance with FTA requirements.
The funding allocations for Grant No. CA-2023-202-00 for each project are as follows:
The recommended action will amend the budget in the amounts noted above by increasing appropriations in the respective accounts.
BACKGROUND/DISCUSSION:
On June 14, 2023, the City Council approved Resolution No. 23-42 (Attachment B), which authorized the submission of applications to the FTA to secure funding for purchasing FCEBs and the Transit Facility’s HVAC system upgrade. Subsequently, the City was awarded Grant No. CA-2023-202-00 through the FTA Urbanized Area Formula Funding Program under Title 49 U.S.C. Chapter 53 Section 5307 (49 U.S.C. 5307). The 5307 Funding is distributed annually through the BOS of Metro and has a mandate to obligate funding within five years from the date of disbursement to avert fund lapsing.
Over the past five (5) years, MBL has received the following 5307 funds:
• FY 2018 - $1,329,802
• FY 2019 - $4,576,349
• FY 2020 - $4,578,946
• FY 2021 - $4,510,751
• FY 2022 - $5,423,813
CITY COUNCIL AGENDA REPORT - MEETING OF JANUARY 10, 2024
Funds from FY 2018, 2019, 2020, and 2023 were allocated for Grant No. CA-2023-202- 00 (see Table 1 in the Fiscal Impact Statement section).
The projects associated with Grant No. CA-2023-202-00 are the bus replacement project and a facility renovation project for the replacement of HVAC system and roofing of the City’s Transportation Facility.
Bus Replacement Project:
This involves the replacement of three aging hybrid buses with 40-foot FCEBs. The targeted hybrid buses, having met their minimum useful life of 12 years and/or 500,000 miles, will be retired in accordance with Federal guidelines. The new FCEBs will conform to the Clean Air Act standards (CAA) and the Americans with Disabilities Act (ADA) requirements. The buses are integral to the City’s mission of serving disadvantaged communities by providing transit services that are not only efficient but also adhere to the highest standards of quality, safety, and excellence. The overarching goal is to offer reliable transportation to the community, facilitating access to education, employment, and various activities across the service area and region.
Facility Renovation Project:
This project aims to overhaul the HVAC system and roofing at the City’s Transportation Facility. The new HVAC system will replace an outdated, noncompliant unit installed in 1996. Since its construction in the same year, the Transportation Facility has not undergone significant renovations. As a result, the facility operates with suboptimal energy efficiency, primarily due to obsolescence of existing equipment. The project’s objective is to bolster annual savings by improving energy efficiency through the integration of solar and energy-efficient equipment, concurrently reducing operational and maintenance costs due to the installation of modern equipment and associated warranties. The expected lifespan of the new equipment is projected to be 20 years.
ENVIRONMENTAL:
N/A
ANALYSIS:
N/A
SUMMARY:
Staff recommends that the City Council approve receipt of Nine Hundred and Eleven Thousand, Four Hundred and Fifty-Three Dollars ($9,911,453) in Federal grant funds awarded to the City of Montebello by the Federal Transit Administration (FTA) for Hydrogen Fuel Cell Electric Buses (FCEB) and Transit Facility Heating, Ventilation, and Air Conditioning (HVAC) upgrade projects; and authorize staff to amend the adopted FY 2023-24 budget to appropriate Three Million, Five Hundred Ninety-Seven Thousand, Three Hundred and Seventy-Five Dollars ($3,597,375) in Account No. 270-9065-2023- 202-6082 for three FCEB purchase and Six Million Three Hundred Fourteen Thousand
CITY COUNCIL AGENDA REPORT - MEETING OF JANUARY 10, 2024
and Seventy-Eight Dollars ($6,314,078) in Account No. 270-9065-2023-202-7115 for facility renovation projects; and take such additional, related, action that may be desirable.
ATTACHMENT(S)
1. Attachment A - CA-2023-202-00
2. Attachment B - Resolution No. 23-42
NEXT STEPS:
N/A
DOT FTA
U.S. Department of Transportation Federal Transit Administration Award
Federal Award Identification
Number (FAIN) CA-2023-202-00
Temporary Application
Number 1657-2023-1
Award Name FY 2018, FY 2019, FY 2020, and FY 2023 Section 5307 - Bus Replacements and Bus Facilities Renovation
Award Status Obligated / Ready for Execution
Award Budget Number 0
Period of Performance Start Date 9/11/2023
Original Period of Performance End Date 7/31/2025
Current Period of Performance End Date 7/31/2025 Revision #: 0 Budget Period Start Date 9/11/2023
Budget Period End Date 7/31/2025
Part 1: Recipient Information
Name: CITY OF MONTEBELLO
Recipient ID Recipient OST Type Recipient Alias UEI DUNS 1657 City Montebello Bus Lines JLK3HRGGC6T3 174479642
Location Type Address City State Zip
Headquarters 1600 W BEVERLY BLVD MONTEBELLO CA 90640
Physical Address 400 S TAYLOR AVE MONTEBELLO CA 90640
Mailing Address 1600 WEST BEVERLY BLVD. MONTEBELLO CA 90640 Union Information
ATTACHMENT A
Union Name AFSCME
Address 1 801 NORTH BRAND BOULEVARD
Address 2 STE 950
City Glendale
State CA
Zipcode 91203
Contact Name DANA MARTINEZ
Telephone (818) 973-3204
Fax (213) 623-0171
E-mail [email protected]
Website http://www.bushgottlieb.com
Union Name AFSCME
Address 1 3375 E. SLAUSON AVE
Address 2
City Vernon
State CA
Zipcode 90058
Contact Name AL CROMER
Telephone (213) 252-1395
Fax (213) 263-9884
E-mail [email protected]
Website http://www.afscme-3634.org/
Union Name AFSCME
Address 1 3375 E. SLAUSON AVE.
Address 2
City Vernon
State CA
Zipcode 90058
Contact Name VERONICA GUNN
Telephone (213) 252-1395
Fax (213) 263-9884
E-mail [email protected]
Website http://www.afscme-3634.org/
Union Name AFSCME
Address 1 3375 E. SLAUSON AVE.
Address 2
City VERNON
State CA
Zipcode 90058
Contact Name DARCY DEL CAMBRE
Telephone (213) 252-1395
Fax (213) 252-1395
E-mail [email protected]
Website [email protected]
Union Name AMALGAMATED TRANSIT UNION
Address 1 1744 N. MAIN STREET
Address 2 LOCAL 1277
City LOS ANGELES
State CA
Zipcode 90031
Contact Name ERROL FRAZIER
Telephone (323) 222-1277
Fax (323) 222-1335
E-mail [email protected]
Website http://www.atu1277.com/1277
Union Name AMALGAMATED TRANSIT UNION
Address 1 1744 N. MAIN STREET
Address 2 LOCAL 1277
City LOS ANGELES
State CA
Zipcode 90031
Contact Name JOHN DIRITO
Telephone (323) 222-1277
Fax (323) 222-1335
E-mail [email protected]
Website http://www.atu1277.com/1277
Union Name AMALGAMATED TRANSIT UNION
Address 1 1744 N. MAINT STREET
Address 2 ATU LOCAL 1277
City LOS ANGELES
State CA
Zipcode 90031
Contact Name MAURO VARELA
Telephone (323) 222-1277
Fax (323) 222-1335
E-mail [email protected]
Website http://www.atu1277.com/1277
Union Name AMALGAMATED TRANSIT UNION
Address 1 369 PINE STREET
Address 2
City SAN FRANCISCO
State CA
Zipcode 94104
Contact Name WILLIAM FLYNN
Telephone (415) 567-9440
Fax (415) 567-9445
E-mail [email protected]
Website
Union Name AMALGAMATED TRANSIT UNION
Address 1 1744 N. MAIN STREET
Address 2 LOCAL 1277
City LOS ANGELES
State CA
Zipcode 90031
Contact Name JEFFREY SHAFFER
Telephone (323) 222-1277
Fax (323) 222-1335
E-mail [email protected]
Website http://www.atu1277.com/1277
Union Name AMALGAMATED TRANSIT UNION
Address 1 1744 N. MAIN STREET
Address 2 LOCAL 1277
City LOS ANGELES
State CA
Zipcode 90031
Contact Name ARTURO AGUILAR
Telephone (323) 222-1277
Fax (323) 222-1335
E-mail [email protected]
Website http://www.atu1277.com/1277
Union Name TEAMSTERS, LOCAL 911
Address 1 9900 FLOWER STREET
Address 2 LOCAL 911
City BELLFLOWER
State CA
Zipcode 90706
Contact Name CRISTIAN LEIVA
Telephone (562) 595-4518
Fax (562) 427-7298
E-mail [email protected]
Website http://www.teamsters911.com/
Union Name TEAMSTERS, LOCAL 911
Address 1 9900 FLOWER STREET
Address 2 LOCAL 911
City BELLFLOWER
State CA
Zipcode 90706
Contact Name RAYMOND WHITMER
Telephone (562) 595-4518
Fax (562) 427-7298
E-mail [email protected]
Website http://www.teamsters911.com/
Union Name TEAMSTERS, LOCAL 911
Address 1 9900 FLOWER STREET
Address 2 LOCAL 911
City BELLFLOWER
State CA
Zipcode 90706
Contact Name JOSE MONJARAS
Telephone (562) 595-4518
Fax (562) 427-7298
E-mail [email protected]
Website http://www.teamsters911.com/
Union Name TRANSPORTATION COMMUNICATIONS UNION
Address 1 1 GATEWAY PLAZA
Address 2 TCU LOCAL 1315 - MS:99-2-18
City LOS ANGELES
State CA
Zipcode 90012
Contact Name AYESHA DOUGLAS
Telephone (213) 922-6198
Fax (213) 922-5945
E-mail [email protected]
Website www.goiam.org/index.php/tcunion
Union Name TRANSPORTATION COMMUNICATIONS UNION
Address 1 1 GATEWAY PLAZA
Address 2 LOCAL 1315 , MS: 99-2-18B
City LOS ANGELES
State CA
Zipcode 90012
Contact Name JOSHUA OTT
Telephone (213) 922-1667
Fax (213) 922-5945
E-mail [email protected]
Website www.goiam.org/index.php/tcunion
Union Name TRANSPORTATION COMMUNICATIONS UNION
Address 1 490 BAUCHET ST.
Address 2 MS: 30-1-5
City LOS ANGELES
State CA
Zipcode 90012
Contact Name MANUEL F CHAVEZ
Telephone (213) 922-5083
Fax (213) 922-5945
E-mail [email protected]
Website www.goiam.org/index.php/tcunion
Union Name TRANSPORTATION COMMUNICATIONS UNION
Address 1 1 GATEWAY PLAZA
Address 2 TCU LOCAL 1315, MS:99-2-18
City LOS ANGELES
State CA
Zipcode 90012
Contact Name MICHAEL WINSTON
Telephone (213) 922-5930
Fax (213) 922-5945
E-mail [email protected]
Website www.goiam.org/index.php/tcunion
Union Name TRANSPORTATION COMMUNICATIONS UNION
Address 1 320 S SANTA FE AVE.
Address 2 LOCAL 1315 MS: 13-1-32
City LOS ANGELES
State CA
Zipcode 90012
Contact Name OLIVIA NELSON-RICHARD
Telephone (213) 922-5930
Fax (213) 922-5945
E-mail [email protected]
Website www.goiam.org/index.php/tcunion
Union Name SMART/UNITED TRANSPORTATION UNION
Address 1 801 NORTH BRAND BLVD
Address 2 SUITE 950
City GLENDALE
State CA
Zipcode 91203
Contact Name JULIE GUTMAN-DICKINSON
Telephone (818) 973-3228
Fax (818) 973-3201
E-mail [email protected]
Website
Union Name SMART/UNITED TRANSPORTATION UNION
Address 1 15999 CYPRESS AVENUE
Address 2 LOCAL 1565 (DIV. 7, 15, RAIL L
City IRWINDALE
State CA
Zipcode 91706
Contact Name QUINTIN WORMLEY
Telephone (626) 962-9980
Fax (626) 962-8079
E-mail [email protected]
Website http://www.gca875smart.org/
Union Name SMART/UNITED TRANSPORTATION UNION
Address 1 15999 CYPRESS AVENUE
Address 2
City IRWINDALE
State CA
Zipcode 91706
Contact Name JOHN ELLIS
Telephone (626) 962-9980
Fax (626) 962-8079
E-mail [email protected]
Website http://www.gca875smart.org/
Union Name SMART/UNITED TRANSPORTATION UNION
Address 1 15999 CYPRESS AVENUE
Address 2 LOCAL 1608 (DIV. 8)
City IRWINDALE
State CA
Zipcode 91706
Contact Name EDGAR MENENDEZ
Telephone (626) 962-9980
Fax (626) 962-8079
E-mail [email protected]
Website http://www.gca875smart.org/
Union Name SMART/UNITED TRANSPORTATION UNION
Address 1 15999 CYPRESS AVENUE
Address 2 LOCAL 1563 (DIV. 1, 2, 9, SCHED)
City IRWINDALE
State CA
Zipcode 91706
Contact Name ROBERT GONZALEZ
Telephone (626) 962-9980
Fax (626) 962-8079
E-mail [email protected]
Website http://www.gca875smart.org/
Union Name SMART/UNITED TRANSPORTATION UNION
Address 1 15999 CYPRESS AVENUE
Address 2 LOCAL 1564 (DIV. 5, 18)
City IRWINDALE
State CA
Zipcode 90706
Contact Name ANDY CARTER
Telephone (626) 962-9980
Fax (626) 962-8079
E-mail [email protected]
Website p://www.gca875smart.org/
Union Name SMART/UNITED TRANSPORTATION UNION
Address 1 15999 CYPRESS AVENUE
Address 2 LOCAL 1607 (DIV. 3, 10, 13)
City IRWINDALE
State CA
Zipcode 91706
Contact Name JULIO MEJIA
Telephone (626) 962-9980
Fax (626) 962-8079
E-mail [email protected]
Website http://www.gca875smart.org/
Union Name AFSCME
Address 1 3375 E. SLAUSON AVE.
Address 2
City Vernon
State CA
Zipcode 90058
Contact Name Q ARACHCHI
Telephone (213) 252-1395
Fax (213) 263-9884
E-mail [email protected]
Website http://www.afscme-3634.org/
Union Name TRANSPORTATION COMMUNICATIONS UNION
Address 1 1 GATEWAY PLAZA
Address 2 LOCAL 1315, MS:99-2-18
City LOS ANGELES
State CA
Zipcode 90012
Contact Name PATRICK DIAZ
Telephone (213) 922-5117
Fax (213) 922-5945
E-mail [email protected]
Website www.goiam.org/index.php/tcunion
Union Name TRANSPORTATION COMMUNICATIONS UNION
Address 1 1 GATEWAY PLAZA
Address 2 LOCAL 1315, MS:99-2-18
City LOS ANGELES
State CA
Zipcode 90012
Contact Name MIGUEL CORTEZ
Telephone (213) 533-1150
Fax (213) 922-5945
E-mail [email protected]
Website www.goiam.org/index.php/tcunion
Union Name TRANSPORTATION COMMUNICATIONS UNION
Address 1 1 GATEWAY PLAZA
Address 2 LOS ANGELES
City LOS ANGELES
State CA
Zipcode 90012
Contact Name PATRICIA CASILLAS
Telephone (424) 231-9264
Fax (213) 922-5945
E-mail [email protected]
Website www.goiam.org/index.php/tcunion
Union Name UNITED TRANSPORTATION UNION
Address 1 15999 Cypress Avenue
Address 2
City Irwindale
State CA
Zipcode 91706
Contact Name JOHNNY CABANAS JR
Telephone (626) 962-9980
Fax (626) 962-8079
E-mail [email protected]
Website http://www.gca875smart.org/
Union Name TEAMSTERS, LOCAL 911
Address 1 9900 FLOWER STREET
Address 2
City BELLFLOWER
State CA
Zipcode 90706
Contact Name MARY JAKLEVICK
Telephone (562) 595-4518
Fax (562) 427-7298
E-mail [email protected]
Website www.teamsters911.com
Union Name TEAMSTERS, LOCAL 911
Address 1 9900 FLOWER STREET
Address 2
City BELLFLOWER
State CA
Zipcode 90706
Contact Name MARTIN MACIAS
Telephone (562) 595-4518
Fax
E-mail [email protected]
Website www.teamsters911.com
Union Name AFSCME
Address 1 3375 E. SLAUSON AVE.
Address 2
City Vernon
State CA
Zipcode 90058
Contact Name MELVIN STOKES
Telephone (213) 252-1395
Fax (213) 263-9884
E-mail [email protected]
Website http://afscne-3634.org/
Union Name AFSCME
Address 1 3375 E. SLAUSON AVE.
Address 2
City Vernon
State CA
Zipcode 90058
Contact Name THANG TRAN
Telephone (213) 252-1395
Fax (213) 263-9884
E-mail [email protected]
Website http://afscme-3634.org/
Union Name AFSCME
Address 1 3375 E. SLAUSON AVE.
Address 2
City Vernon
State CA
Zipcode 90058
Contact Name FRANK FORDE
Telephone (213) 252-1395
Fax (213) 263-9884
E-mail [email protected]
Website http://afscme-3634.org/
Union Name AFSCME
Address 1 3375 E. SLAUSON AVE.
Address 2
City Vernon
State CA
Zipcode 90058
Contact Name JIM AVILA
Telephone (213) 252-1395
Fax (213) 263-9884
E-mail [email protected]
Website http://afscme-3634.org/
Union Name AFSCME
Address 1 3375 E. SLAUSON AVE.
Address 2
City Vernon
State CA
Zipcode 90058
Contact Name ERNIE PAREDES
Telephone (213) 252-1395
Fax (213) 263-9884
E-mail [email protected]
Website http://afscme-3634.org/
Union Name AFSCME
Address 1 3375 E. SLAUSON AVE.
Address 2
City Vernon
State CA
Zipcode 90058
Contact Name RICHARD WRIGHT
Telephone (213) 252-1395
Fax (213) 263-9884
E-mail [email protected]
Website http://afscme-3634.org/
Union Name AFSCME
Address 1 514 SHATTO PLACE
Address 2 SUITE 215, LOCAL 3634
City LOS ANGELES
State CA
Zipcode 90020
Contact Name DARRIN SPANN
Telephone (213) 252-1395
Fax (213) 263-9884
E-mail [email protected]
Website http://afscme-3634.org/
Union Name TRANSPORTATION COMMUNICATIONS UNION
Address 1 1 GATEWAY PLAZA
Address 2 LOCAL 1315, MS:99-2-18
City LOS ANGELES
State CA
Zipcode 90012
Contact Name MICHELLE CARDENAS
Telephone (213) 922-5117
Fax (213) 922-5945
E-mail [email protected]
Website www.goiam.org/index.php/tcunion
Union Name AFSCME
Address 1 3375 E. SLAUSON AVE.
Address 2
City Vernon
State CA
Zipcode 90058
Contact Name J JESUS SERRANO
Telephone (213) 252-1395
Fax
E-mail [email protected]
Website http://afscme-3634.org/
Union Name AFSCME
Address 1 3375 E. SLAUSON AVE.
Address 2
City Vernon
State CA
Zipcode 90058
Contact Name Cliff Kerce
Telephone (213) 252-1395
Fax (213) 263-9884
E-mail [email protected]
Website http://afscme-3634.org/
Union Name TRANSPORTATION COMMUNICATIONS UNION
Address 1 1 GATEWAY PLAZA
Address 2 LOCAL 1315, MS:99-2-18
City LOS ANGELES
State CA
Zipcode 90012
Contact Name FREDDIE FLORES
Telephone (213) 922-1667
Fax (213) 922-5945
E-mail [email protected]
Website www.goiam.org/index.php/tcunion
Union Name TRANSPORTATION COMMUNICATIONS UNION
Address 1 1 GATEWAY PLAZA
Address 2 LOCAL 1315, MS:99-2-18
City LOS ANGELES
State CA
Zipcode 90012
Contact Name BRIDGETTE TRAVENIA
Telephone (213) 922-6829
Fax (213) 922-5945
E-mail [email protected]
Website www.goiam.org/index.php/tcunion
Union Name Montebello Mid-Management Association
Address 1 400 South Taylor Avenue
Address 2
City Montebelllo
State CA
Zipcode 90640
Contact Name Roman Wilkinson
Telephone (323) 558-1625
Fax
E-mail [email protected]
Website
Union Name Montebello Police Officer's Association
Address 1 PO Box 913 PO Box 913
Address 2
City Montebello
State CA
Zipcode 90640
Contact Name Omar Rodriguez
Telephone (323) 246-0372
Fax
E-mail [email protected]
Website
Union Name Montebello Police Management Associate
Address 1 1600 W. Beverly Blvd.
Address 2
City Montebello
State CA
Zipcode 90640
Contact Name Stephen Sharpe
Telephone (323) 816-9434
Fax
E-mail [email protected]
Website
Union Name Montebello Firefighters’ Association (Montebello firefighters Local 3821)
Address 1 PO BOX 105
Address 2
City Montebello
State CA
Zipcode 90640
Contact Name Joel Bonilla
Telephone (213) 435-7801
Fax
E-mail [email protected]
Website
Union Name Montebello Fire Management Association
Address 1 25422 Gallup Circle
Address 2
City Laguna Hills
State CA
Zipcode 92653
Contact Name Craig Barker
Telephone (949) 303-8922
Fax
E-mail [email protected]
Website
Union Name Montebello City Employees’ Association
Address 1 4401 Atlantic Ave. Suite 200
Address 2
City Long beach
State CA
Zipcode 90807
Contact Name Eric Huerta
Telephone (323) 887-1200
Fax
E-mail [email protected]
Website
Union Name Montebello Supervisors’ Association
Address 1 1600 W. Beverly Boulevard
Address 2
City Montebello
State CA
Zipcode 90640
Contact Name Vanessa Padilla
Telephone (323) 887-1200
Fax
E-mail [email protected]
Website
Union Name SMART-TD
Address 1 25213 County Road 25
Address 2 SMART-TD
City La Junta
State CO
Zipcode 81050
Contact Name Justin Schrock
Telephone (719) 469-2428
Fax
E-mail [email protected]
Website
Union Name Montebello Management Professionals' Association Address 1 3516 Travis Ave.
Address 2
City Commerce
State CA
Zipcode 90040
Contact Name John Soria
Telephone (323) 804-7182
Fax
E-mail [email protected]
Website
Union Name Montebello Executive Management Association
Address 1 1600 W. Beverly Blvd.
Address 2
City Montebelllo
State CA
Zipcode 90640
Contact Name Nicholas Razo
Telephone (323) 887-1200
Fax (323) 887-4667
E-mail [email protected]
Website
Union Name SMART-TD
Address 1 656 Raywood Avenue
Address 2
City Montebello
State CA
Zipcode 90640
Contact Name Cecilia Lopez
Telephone (323) 271-2659
Fax
E-mail [email protected]
Website
Part 2: Award Information
Title: FY 2018, FY 2019, FY 2020, and FY 2023 Section 5307 - Bus Replacements and Bus Facilities Renovation
FAIN Award Status Award
Type
Application Cost
Center
Date
Created
Last Updated
Date
From
TEAM?
CA-2023-
202-00
Obligated / Ready
for Execution Grant Region 9 6/26/2023 6/26/2023 No
Award Executive Summary
This application includes Section 5307 funding allocated for Los Angeles, CA (UZA #060020) by the following apportionment years:
FY 2018 Section 5307 Los Angeles UZA (060020): $508,664 FY 2019 Section 5307 Los Angeles UZA (060020): $5,397,487 FY 2020 Section 5307 Los Angeles UZA (060020): $2,240,702 FY 2023 Section 5307 Los Angeles UZA (060020): $1,764,600 Total Section 5307 funds: $9,911,453
Overall grant funding
Total Federal Funds: $9,911,453
Total Local Match $2,477,863
Total Eligible Project Cost: $12,389,316
The City of Montebello (City) is hereby submitting this grant application in support of the following capital projects:
1) Bus Replacement
This grant applies $508,664 in FY18 Section 5307 funds and $1,324,111 in FY19 Section 5307 funds for a total of $1,832,775 in Section 5307 funds for bus replacement. The combined funding for the two ( 2) bus replacement projects will fund the purchase of three (3) replacement 40-foot fuel cell electric buses (FCEBs) for an overall project cost of $4,496,719. The grant funds the purchase of three (3) replacement fuel cell electric buses (FCEBs) that have an expected minimum useful life of 12 years and/or 500,000 miles. The three (3) hybrid buses that will be replaced have met their minimum useful life of 12 years and/or 500,000 miles and will be disposed of in accordance with Federal requirements.
The FCEBs will meet the Clean Air Act standards (CAA) and the Americans with Disabilities Act (ADA) requirements.
2) Facility Renovations
This grant applies $4,073,376 in FY19 Section 5307 funds and $2,240,702 in FY20 Section 5307 funds for a total of $6,314,078 in Section 5307 funds for bus facilities renovation. The grant funds the bus facilities renovation projects that include the replacement of equipment that has exceeded the expected useful life with new energy-efficient equipment that will result in substantial annual energy and maintenance savings. The projects will replace the heating, ventilation, and air conditioning (HVAC) system and roofing of the City's Transportation Facility which is within the transportation right-of-way.
The new HVAC system replaces a noncompliant HVAC system that was installed in 1996.
The .75% safety expenditure requirements per FTA Section 5307 are included in the bus facility renovation project. The 1% security expenditure requirements per FTA Section 5307 are included in the bus facility renovation project.
In addition to FTA's Buy America Act, which requires that the steel, iron, and manufactured goods used in an FTA-funded project are produced in the United States (49 U.S.C. 5323(j)(1)), the Build America, Buy America Act (BABA) (Public Law 117-58, div. G 70914(a)) now requires that construction materials used in infrastructure projects are also produced in the United States. Refer to terms and conditions in FTAs Master Agreement Section 15. The BABA requirement applies to this grant, in addition to the Buy America Act, except to the extent a waiver of requirements may apply.
3) Bus Replacement
This grant applies $1,764,600 in FY23 Section 5307 funds to bus replacement. The combined funding for the two (2) bus replacement projects will fund the purchase of three (3) replacement 40-foot fuel cell electric buses (FCEBs) for an overall project cost of $4,496,719. The grant funds the purchase of three (3) replacement fuel cell electric buses (FCEBs) that have an expected minimum useful life of 12 years and/or 500,000 miles. The three (3) hybrid buses that will be replaced have met their minimum useful life of 12 years and/or 500,000 miles and will be disposed of in accordance with Federal requirements.
The FCEBs will meet the Clean Air Act standards (CAA) and the Americans with Disabilities Act (ADA) requirements.
Listed below are the three (3) buses identified to be replaced by the new FCEBs.
1) Bus # 2920
Manufactured in 2008
VIN# - 5FYU5Y139B036852
Placed in Service 2009
Total Mileage - 477,076
Removed from Revenue Service - Currently in Service
Condition Good
Original Grant Purchased under CA-90-Y692
2) Bus # 2901
Manufactured in 2008
VIN# - 5FYU5KY199B036721
Placed in Service - 2009
Total Mileage - 435,520
Removed from Revenue Service - Currently in Service
Condition Good
Original Grant Purchased under CA-90-Y692
3) Bus # 2904
Manufactured in 2008
VIN# - 5FYU5KY149B036724
Placed in Service - 2009
Total Mileage - 355,306
Removed from Revenue Service - Currently in Service
Condition Good
Original Grant Purchased under CA-90-Y692
Frequency of Milestone Progress Reports (MPR)
Quarterly
Frequency of Federal Financial Reports (FFR)
Quarterly
Does this application include funds for research and/or development activities? This award does not include research and development activities.
Pre-Award Authority
This award is using Pre-Award Authority.
Does this application include suballocation funds?
Recipient organization is suballocated these apportioned funds and can apply for and receive these funds directly.
Will this Grant be using Lapsing Funds?
Yes, this Grant will use Lapsing Funds.
Will indirect costs be applied to this application?
This award does not include an indirect cost rate.
Indirect Rate Details: N/A
Requires E.O. 12372 Review
No, this application does not require E.O. 12372 Review.
Delinquent Federal Debt
No, my organization does not have delinquent federal debt.
Award Description
Purpose
The purpose of this award is to purchase three (3) replacement fuel cell electric buses (FCEBs) and provide funding for the City of Montebello bus facility renovations (i.e., roof repair, HVAC, solar panel installations, and other facility and security equipment). These three (3) Capital projects promote efficiency, improve productivity, increase performance (e.g., average vehicle range, energy-efficient equipment, etc.) and to reduce maintenance and operating expenses (e.g., salaries, utility, associated capital maintenance items, spare parts, etc.).
Activities to be performed:
Funding will be used for the purchase of three (3) replacement fuel cell electric buses (FCEBs) and the investment of bus facility renovation projects (i.e., roof repair, HVAC, solar panel installations and other facility and security equipment).
Expected outcomes:
Funds will replace three (3) hybrid buses and bus facilities equipment that met or exceeded the useful life benchmark (ULB) to maintain a state of good repair. Benefits include but are not limited to longer ULB, cost-effective maintenance, and improve efficiency and safety features.
Intended beneficiaries:
Passengers, local businesses, and disadvantaged communities, that will benefit from improved transportation services and passenger ride experience (e.g., enhanced riding comfort and air quality, reliable services, safety features, etc.) that will promote local economic growth and public safety.
Employees will benefit from enhanced efficiency and productivity (e.g., fueling time, good driving comfort, low emissions, safety features, etc.) in the bus facility.
Subrecipient Activities:
None.
Award Point of Contact Information
First Name Last Name Title E-mail Address Phone
[email protected] Senior Management Analyst
[email protected] General Engineer
Award Budget Control Totals
Funding Source Section of
Statute
CFDA
Number Amount
5307 - Urbanized Area Formula Grants (2013 and
forward) 5307-2A 20507 $9,911,453
Local $0
Local/In-Kind $2,477,864
State $0
State/In-Kind $0
Other Federal $0
Transportation Development Credit $0
Adjustment $0
Total Eligible Cost $12,389,317
Award Budget
Project
Number Budget Item FTA Amount Non-FTA
Amount
Total Eligible
Amount Quantity
CA-2023-
202-01-00
111-
00 (111-
A1)
BUS - ROLLING STOCK $1,832,775.00 $458,194.00 $2,290,969.00 1 CA-2023-
202-01-00
11.12.01 BUY
REPLACEMENT
40-FT BUS
$1,832,775.00 $458,194.00 $2,290,969.00 1
CA-2023-
202-02-00
114-
00 (114-
A2)
BUS: SUPPORT EQUIP
AND FACILITIES $6,314,078.00 $1,578,520.00 $7,892,598.00 1 CA-2023-
202-02-00
11.44.03 REHAB/
RENOVATE -
ADMIN/MAINT
FACILITY
$6,314,078.00 $1,578,520.00 $7,892,598.00 1
CA-2023-
202-03-00
111-
00 (111-
A3)
BUS - ROLLING STOCK $1,764,600.00 $441,150.00 $2,205,750.00 1 CA-2023-
202-03-00
11.12.01 BUY
REPLACEMENT
40-FT BUS
$1,764,600.00 $441,150.00 $2,205,750.00 1
Discretionary Allocations
This application does not contain discretionary allocations.
Sources of Federal Financial Assistance
PO
Number
Project
Number
Scope
Name
Scope
Number
Scope
Suffix
UZA
Code
Area
Name
Account
Class
Code
FPC Description Amendment
Amount
Cumulative
Amount
CA-90-0
515
CA-2023
-202-01-
00 BUS - R
OLLING
STOCK
111-00 (
111) A1 0600
20 Los Ang
eles--Lo
ng Beac
h--Anah
eim, CA
2018.25.
90.91.2 00
Urbanized Ar
ea Formula G
rants
$508,664 $508,664
CA-90-0
515
CA-2023
-202-01-
00 BUS - R
OLLING
STOCK
111-00 (
111) A1 0600
20 Los Ang
eles--Lo
ng Beac
h--Anah
eim, CA
2019.25.
90.91.2 00
Urbanized Ar
ea Formula G
rants
$1,324,111 $1,324,111
CA-90-0
515
CA-2023
-202-02-
00 BUS: SU
PPORT
EQUIP A
ND FACI
LITIES
114-00 (
114) A2 0600
20 Los Ang
eles--Lo
ng Beac
h--Anah
eim, CA
2019.25.
90.91.2 00
Urbanized Ar
ea Formula G
rants
$4,073,376 $4,073,376
CA-90-0
515
CA-2023
-202-02-
00 BUS: SU
PPORT
EQUIP A
ND FACI
LITIES
114-00 (
114) A2 0600
20 Los Ang
eles--Lo
ng Beac
h--Anah
eim, CA
2020.25.
90.91.2 00
Urbanized Ar
ea Formula G
rants
$2,240,702 $2,240,702
CA-90-0
515
CA-2023
-202-03-
00 BUS - R
OLLING
STOCK
111-00 (
111) A3 0600
20 Los Ang
eles--Lo
ng Beac
h--Anah
eim, CA
2023.2J.9
0.91.2 00
Urbanized Ar
ea Formula G
rants
$1,764,600 $1,764,600
Part 3: Project Information
Project Title: Bus Replacements
Project Number Temporary Project Number Date Created Start Date End Date CA-2023-202-01-00 1657-2023-1-P1 6/27/2023 12/31/2023 7/31/2025
Project Description
PROJECT FUNDING
Federal Funds (80%):
Federal Section 5307 (UZA #060020) (80%)
FY 2018 Section 5307 (UZA #060020): $508,664
FY 2019 Section 5307 (UZA #060020): $1,324,111
Total Federal Funds: $1,832,775
Local Match (20%):
Senate Bill 1 (SB1): $458,194
Total Project Cost: $2,290,969
This grant applies $508,664 in FY18 Section 5307 funds and $1,324,111 in FY19 Section 5307 funds for a total of $1,832,775 in Section 5307 funds for bus replacement. The combined funding for the two ( 2) bus replacement projects will fund the purchase of three (3) replacement 40-foot fuel cell electric buses (FCEBs) for an overall project cost of $4,496,719. The grant funds the purchase of three (3) replacement fuel cell electric buses (FCEBs) that have an expected minimum useful life of 12 years and/or 500,000 miles. The three (3) hybrid buses that will be replaced have met their minimum useful life of 12 years and/or 500,000 miles and will be disposed of in accordance with Federal requirements.
The FCEBs will meet the Clean Air Act standards (CAA) and the Americans with Disabilities Act (ADA) requirements.
This activity was included in the 2023 FTIP # LA9919107, Amendment #23-11.
Listed below are the three (3) buses identified to be replaced by the new FCEBs.
1) Bus # 2920
Manufactured in 2008
VIN# - 5FYU5Y139B036852
Placed in Service 2009
Total Mileage - 477,076
Removed from Revenue Service - Currently in Service
Condition Good
Original Grant Purchased under CA-90-Y692
2) Bus # 2901
Manufactured in 2008
VIN# - 5FYU5KY199B036721
Placed in Service - 2009
Total Mileage - 435,520
Removed from Revenue Service - Currently in Service
Condition Good
Original Grant Purchased under CA-90-Y692
3) Bus # 2904
Manufactured in 2008
VIN# - 5FYU5KY149B036724
Placed in Service - 2009
Total Mileage - 355,306
Removed from Revenue Service - Currently in Service
Condition Good
Original Grant Purchased under CA-90-Y692
Project Benefits
These replacement buses will support the City of Montebello’s (City) mission to serve its disadvantaged communities by providing efficient transit service that is committed to quality, safety, and excellence.
The City’s overall objective is to provide reliable transportation to the riding community by connecting passengers to stations and stops for education, employment, and other activities and opportunities in the service area and the region. The City connects passengers to many regional activity centers such as East Los Angeles College (ELAC), Metro E Line, and the cities of Alhambra, Bell Gardens, Commerce, La Mirada, Los Angeles, Montebello, Monterey Park, Pico Rivera, Rosemead, San Gabriel, Santa Fe Springs, South Gate, Vernon, Whitter, and portions of Unincorporated Los Angeles County.
Additional Information
The City intends to utilize a mobile hydrogen fueling station as a short-term solution during the initial zero-emission bus deployment. The City perceives the mobile fueling station as a practical choice that is more efficient, cost-effective, and convenient, which will facilitate the gradual shift to this advanced technology.
Location Description
The City of Montebello (City) services the cities of Alhambra, Bell Gardens, Commerce, La Mirada, Los Angeles, Montebello, Monterey Park, Pico Rivera, Rosemead, San Gabriel, Santa Fe Springs, South Gate, Vernon, Whitter, and portions of Unincorporated Los Angeles County. The City’s service area is comprised of the City of Montebello proper and a .25-mile radius from any fixed route bus stop, which encompasses a population of 361,624 individuals. Services provided include eight (8) fixed route bus lines, comprising of seven (7) local routes and one (1) express route.
The City’s Transportation Facility is located at:
400 S Taylor Ave
Montebello, CA 90640
Project Location (Urbanized Areas)
UZA Code Area Name
060000 California
060020 Los Angeles--Long Beach--Anaheim, CA
Congressional District Information
State District Representative
California 27 Judy Chu
California 32 Grace F Napolitano
California 38 Linda T Sanchez
California 39 Young Kim
California 40 Lucille Roybal-Allard
California 34 Jimmy Gomez
Program Plan Information
STIP/TIP
Date: 7/7/2023
Description: TIP ID LA9919107 - Bus Replacements
UPWP
Date: N/A
Description: N/A
Long Range Plan
Date: N/A
Description: N/A
Project Control Totals
Funding Source Section of
Statute
CFDA
Number Amount
5307 - Urbanized Area Formula Grants (2013 and
forward) 5307-2A 20507 $1,832,775
Local $0
Local/In-Kind $458,194
State $0
State/In-Kind $0
Other Federal $0
Transportation Development Credit $0
Adjustment $0
Total Eligible Cost $2,290,969
Project Budget
Project
Number Budget Item FTA Amount Non-FTA
Amount
Total Eligible
Amount Quantity
CA-2023-
202-01-00
111-
00 (111-
A1)
BUS - ROLLING STOCK $1,832,775.00 $458,194.00 $2,290,969.00 1 CA-2023-
202-01-00
11.12.01 BUY
REPLACEMENT
40-FT BUS
$1,832,775.00 $458,194.00 $2,290,969.00 1
Project Budget Activity Line Items
Budget Activity Line Item: 11.12.01 - BUY REPLACEMENT 40-FT BUS Scope Name / Code Line Item
# Line Item Name Activity Quantity
BUS - ROLLING
STOCK (111-00) 11.12.01 BUY REPLACEMENT
40-FT BUS
BUY REPLACEMENTS -
CAPITAL BUS 1
Extended Budget Description
PROJECT FUNDING
Federal Funds (80%):
Federal Section 5307 (UZA #060020) (80%)
FY 2018 Section 5307 (UZA #060020): $508,664
FY 2019 Section 5307 (UZA #060020): $1,324,111
Total Federal Funds: $1,832,775
Local Match (20%):
Senate Bill 1 (SB1): $458,194
Total Project Cost: $2,290,969
This grant applies $508,664 in FY18 Section 5307 funds and $1,324,111 in FY19 Section 5307 funds for a total of $1,832,775 in Section 5307 funds for bus replacement. The combined funding for the two ( 2) bus replacement projects will fund the purchase of three (3) replacement 40-foot fuel cell electric buses (FCEBs) for an overall project cost of $4,496,719. The grant funds the purchase of three (3) replacement fuel cell electric buses (FCEBs) that have an expected minimum useful life of 12 years and/or 500,000 miles. The three (3) hybrid buses that will be replaced have met their minimum useful life of 12 years and/or 500,000 miles and will be disposed of in accordance with Federal requirements.
The FCEBs will meet the Clean Air Act standards (CAA) and the Americans with Disabilities Act (ADA) requirements.
This activity was included in the 2023 FTIP # LA9919107, Amendment #23-11.
Listed below are the three (3) buses identified to be replaced by the new FCEBs.
1) Bus # 2920
Manufactured in 2008
VIN# - 5FYU5Y139B036852
Placed in Service 2009
Total Mileage - 477,076
Removed from Revenue Service - Currently in Service
Condition Good
Original Grant Purchased under CA-90-Y692
2) Bus # 2901
Manufactured in 2008
VIN# - 5FYU5KY199B036721
Placed in Service - 2009
Total Mileage - 435,520
Removed from Revenue Service - Currently in Service
Condition Good
Original Grant Purchased under CA-90-Y692
3) Bus # 2904
Manufactured in 2008
VIN# - 5FYU5KY149B036724
Placed in Service - 2009
Total Mileage - 355,306
Removed from Revenue Service - Currently in Service
Condition Good
Original Grant Purchased under CA-90-Y692
Will 3rd Party contractors be used to fulfill this activity line item? Yes, 3rd Party Contractors will be used for this line item.
Propulsion Fuel Type Vehicle Condition Vehicle Size (ft.) N/A Fuel Cell New 40 Foot
Funding Source Section of
Statute
CFDA
Number Amount
5307 - Urbanized Area Formula Grants (2013 and
forward) 5307-2A 20507 $1,832,775
Local $0
Local/In-Kind $458,194
State $0
State/In-Kind $0
Other Federal $0
Transportation Development Credit $0
Adjustment $0
Total Eligible Cost $2,290,969
Milestone Name Est. Completion
Date Description
RFP/IFB Issue Date 12/31/2023
The City intends to piggyback the Washington State
Master Contract, a government Agreement that has
been competitively bid. This contract was issued on
April 1, 2021, and expires on March 31, 2026.
Contract Award Date 12/31/2023
The City intends to piggyback the Washington State
Master Contract, a government Agreement that has
been competitively bid. This contract was issued on
April 1, 2021, and expires on March 31, 2026.
Initial Delivery Date 1/31/2024 15 month expected project timeline Final Delivery Date 4/30/2025