Attachment B- Sourcewell Contract 091024-PSI — Newport Beach City Council, August 25, 2026

Attachment B
Sourcewell Contract 091024-PSI
091024-PSI

v052824 1

MASTER AGREEMENT #091024
CATEGORY: hƟůŝƚǇ͕dƌĂŶƐƉŽƌƚ͕'ŽůĨ͕ĂŶĚZĞĐƌĞĂƟŽŶsĞŚŝĐůĞƐǁŝƚŚZĞůĂƚĞĚ ĐĐĞƐƐŽƌŝĞƐ͕
ƋƵŝƉŵĞŶƚĂŶĚ^ĞƌǀŝĐĞƐ
SUPPLIER: WŽůĂƌŝƐ^ĂůĞƐ/ŶĐ͘

This Master Agreement (Agreement) is between Sourcewell, ĂDŝŶŶĞƐŽƚĂƐĞƌǀŝĐĞĐŽŽƉĞƌĂƟǀĞlocated at 202 12th Street Northeast, P .O. Box 219, Staples, MN 56479 (Sourcewell) and Polaris Sales Inc., 2100 Hwy. 55, Medina, MN 55340 (Supplier).

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

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

ƌƟĐůĞϭ͗
'ĞŶĞƌĂůdĞƌŵƐ

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

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

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

3) WĂƌƟĐŝƉĂƟŶŐ
ŶƟƚǇĐĐĞƐƐ͘ ^ŽƵƌĐĞǁĞůů͛ƐCŽŽƉĞƌĂƟǀĞPurchasing Program Master Agreements are ĂǀĂŝůĂďůĞƚŽĞůŝŐŝďůĞƉƵďůŝĐĂŐĞŶĐŝĞƐ;WĂƌƟĐŝƉĂƟŶŐ
ŶƟƟĞƐͿ. WĂƌƟĐŝƉĂƟŶŐ
ŶƟƚǇ͛ƐĂƵƚŚŽƌŝƚǇƚŽĂĐĐĞƐƐ
^ŽƵƌĐĞǁĞůů͛ƐCŽŽƉĞƌĂƟǀĞPurchasing PƌŽŐƌĂŵŝƐĚĞƚĞƌŵŝŶĞĚƚŚƌŽƵŐŚƚŚĞůĂǁƐŽĨŝƚƐƌĞƐƉĞĐƟǀĞ ũƵƌŝƐĚŝĐƟŽŶ͘

4) ^ƵƉƉůŝĞƌĐĐĞƐƐ͘ dŚĞ/ŶĐůƵĚĞĚ^ŽůƵƟŽŶƐŽīĞƌĞĚƵŶĚĞƌƚŚŝƐŐƌĞĞŵĞŶƚŵĂǇďĞŵĂĚĞĂǀĂŝůĂďůĞƚŽĂŶǇ WĂƌƟĐŝƉĂƟŶŐ
ŶƟƚǇ͘^ƵƉƉůŝĞƌƵŶĚĞƌƐƚĂŶĚƐƚŚĂƚĂWĂƌƟĐŝƉĂƟŶŐ
ŶƟƚǇ͛ƐƵƐĞŽĨƚŚŝƐŐƌĞĞŵĞŶƚŝƐĂƚƚŚĞ
WĂƌƟĐŝƉĂƟŶŐ
ŶƟƚǇ͛ƐƐŽůĞĐŽŶǀĞŶŝĞŶĐĞ͘^ƵƉƉůŝĞƌǁŝůůĞĚƵĐĂƚĞŝƚƐƐĂůĞƐĂŶĚƐĞƌǀŝĐĞĨŽƌĐĞƐĂďŽƵƚ

091024-PSI

v052824 2

^ŽƵƌĐĞǁĞůůĞůŝŐŝďŝůŝƚǇƌĞƋƵŝƌĞŵĞŶƚƐĂŶĚƌĞƋƵŝƌĞĚĚŽĐƵŵĞŶƚĂƟŽŶ͘^ƵƉƉůŝĞƌǁŝůůďĞƌĞƐƉŽŶƐŝďůĞĨŽƌ ĞŶƐƵƌŝŶŐƐĂůĞƐĂƌĞǁŝƚŚWĂƌƟĐŝƉĂƟŶŐ
ŶƟƟĞƐ.

5) dĞƌŵ͘ dŚŝƐŐƌĞĞŵĞŶƚŝƐĞīĞĐƟǀĞƵƉŽŶƚŚĞĚĂƚĞŽĨƚŚĞĮŶĂůƐŝŐŶĂƚƵƌĞďĞůŽǁ͘dŚĞƚĞƌŵŽĨƚŚŝƐ ŐƌĞĞŵĞŶƚŝƐĨŽƵƌ;ϰͿǇĞĂƌƐĨƌŽŵƚŚĞĞīĞĐƟǀĞĚĂƚĞ͘dŚĞŐƌĞĞŵĞŶƚĞǆƉŝƌĞƐĂƚϭϭ͗ϱϵW ͘D͘ĞŶƚƌĂů Time on November 13,2028͕ƵŶůĞƐƐŝƚŝƐĐĂŶĐĞůůĞĚŽƌĞǆƚĞŶĚĞĚĂƐĚĞĮŶĞĚŝŶƚŚŝƐŐƌĞĞŵĞŶƚ͘

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

b)
ǆĐĞƉƟŽŶĂůŝƌĐƵŵƐƚĂŶĐĞƐ͘ ^ŽƵƌĐĞǁĞůůƌĞƚĂŝŶƐƚŚĞƌŝŐŚƚƚŽĐŽŶƐŝĚĞƌĂĚĚŝƟŽŶĂůĞǆƚĞŶƐŝŽŶƐĂƐ ƌĞƋƵŝƌĞĚƵŶĚĞƌĞǆĐĞƉƟŽŶĂůĐŝƌĐƵŵƐƚĂŶĐĞƐ͘

6) ^ƵƌǀŝǀĂůŽĨdĞƌŵƐ͘ EŽƚǁŝƚŚƐƚĂŶĚŝŶŐƚŚĞƚĞƌŵŝŶĂƟŽŶŽĨƚŚŝƐŐƌĞĞŵĞŶƚ͕ƚŚĞŽďůŝŐĂƟŽŶƐŽĨƚŚŝƐ ŐƌĞĞŵĞŶƚǁŝůůĐŽŶƟŶƵĞƚŚƌŽƵŐŚƚŚĞƉĞƌĨŽƌŵĂŶĐĞƉĞƌŝŽĚŽĨĂŶǇƚƌĂŶƐĂĐƟŽŶĞŶƚĞƌĞĚbetween ^ƵƉƉůŝĞƌĂŶĚĂŶǇWĂƌƟĐŝƉĂƟŶŐ
ŶƟƚǇďĞĨŽƌĞƚŚĞƚĞƌŵŝŶĂƟŽŶĚĂƚĞ͘

7) ^ĐŽƉĞ͘^ƵƉƉůŝĞƌŝƐĂǁĂƌĚĞĚĂDĂƐƚĞƌŐƌĞĞŵĞŶƚƚŽƉƌŽǀŝĚĞƚŚĞƐŽůƵƟŽŶƐŝĚĞŶƟĮĞĚŝŶRFP# 091024 ƚŽWĂƌƟĐŝƉĂƟŶŐ
ŶƟƟĞƐ͘/Ŷ^ĐŽƉĞƐŽůƵƟŽŶƐŝŶĐůƵĚĞ͗

a) hƟůŝƚǇǀĞŚŝĐůĞƐ͕ƚĂƐŬǀĞŚŝĐůĞƐ͕ĐĂƌŐŽƋƵĂĚĐǇĐůĞƐ͕ĐĂƌŐŽƚƌŝĐǇĐůĞƐ͕ŐŽůĨĐĂƌƚƐ͕ůŽǁ-speed vehicles (LSV);
b) WĂƌŬŝŶŐĞŶĨŽƌĐĞŵĞŶƚ͕ƉĂƚƌŽůĂŶĚ
D^ƐŽůƵƟŽŶƐ͖
c) WĂƐƐĞŶŐĞƌƐŚƵƩůĞƐ͕ďƵƌĚĞŶĐĂƌƌŝĞƌƐ͕ƚŽǁƚƌĂĐƚŽƌƐ͕ďĂŐŐĂŐĞƚƌƵĐŬƐ͖ d) Side–by-sides, all-ƚĞƌƌĂŝŶǀĞŚŝĐůĞƐ;dsͿ͕ƐŶŽǁŵŽďŝůĞƐ͕ŵŽƚŽƌĐǇĐůĞƐ͕ƉĞƌƐŽŶĂůǁĂƚĞƌĐƌĂŌ͕ amphibious vehicles, autonomous vehicles;
e) &ŽŽĚĂŶĚďĞǀĞƌĂŐĞƐŽůƵƟŽŶƐ͕ĂƚŚůĞƟĐĂŶĚĐĂŵƉƵƐ-use vehicles.

8) /ŶĐůƵĚĞĚ^ŽůƵƟŽŶƐ͘ ^ƵƉƉůŝĞƌ͛ƐWƌŽƉŽƐĂůƚŽƚŚĞĂďŽǀĞƌĞĨĞƌĞŶĐĞĚZ&Wis incorporated into this Master ŐƌĞĞŵĞŶƚ͘KŶůǇƚŚŽƐĞ^ŽůƵƟŽŶƐŝŶĐůƵĚĞĚǁŝƚŚŝŶ^ƵƉƉůŝĞƌ͛ƐWƌŽƉŽƐĂůĂŶĚǁŝƚŚŝŶ^ĐŽƉĞ;/ŶĐůƵĚĞĚ ^ŽůƵƟŽŶƐͿĂƌĞŝŶĐůƵĚĞĚǁŝƚŚŝŶƚŚĞŐƌĞĞŵĞŶƚĂŶĚŵĂǇďĞŽīĞƌĞĚƚŽWĂƌƟĐŝƉĂƟŶŐ ŶƟƟĞƐ.

9) /ŶĚĞĮŶŝƚĞYƵĂŶƟƚǇ͘ dŚŝƐDĂƐƚĞƌŐƌĞĞŵĞŶƚĚĞĮŶĞƐĂŶŝŶĚĞĮŶŝƚĞƋƵĂŶƟƚǇŽĨƐĂůĞƐƚŽĞůŝŐŝďůĞ WĂƌƟĐŝƉĂƟŶŐ
ŶƟƟĞƐ.

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

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

12) KƉĞŶDĂƌŬĞƚ͘ ^ƵƉƉůŝĞƌ͛ƐŽƉĞŶŵĂƌŬĞƚƉƌŝĐŝŶŐprocess is included within its Proposal.

13) ^ƵƉƉůŝĞƌZĞƉƌĞƐĞŶƚĂƟŽŶƐ͗

091024-PSI

v052824 3

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

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

iii) ^ƵƉƉůŝĞƌtĂƌƌĂŶƚƐ͘ Supplier warrants that all Included ^ŽůƵƟŽŶƐĨƵƌŶŝƐŚĞĚƵŶĚĞƌƚŚŝƐ ŐƌĞĞŵĞŶƚĂƌĞĨƌĞĞĨƌŽŵůŝĞŶƐĂŶĚĞŶĐƵŵďƌĂŶĐĞƐ͕ĂŶĚĂƌĞĨƌĞĞĨƌŽŵĚĞĨĞĐƚƐŝŶĚĞƐŝŐŶ͕ŵĂƚĞƌŝĂůƐ͕ ĂŶĚǁŽƌŬŵĂŶƐŚŝƉ͘/ŶĂĚĚŝƟŽŶ͕^ƵƉƉůŝĞƌǁĂƌƌĂŶƚƐƚŚĞ^ŽůƵƟŽŶƐĂƌĞƐƵŝƚĂďůĞĨŽƌĂŶĚǁŝůůƉĞƌĨŽƌŵ in accordance with the ordinary uƐĞĨŽƌǁŚŝĐŚƚŚĞǇĂƌĞŝŶƚĞŶĚĞĚ͘

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

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

16) WƌŽǀŝƐŝŽŶƐĨŽƌŶŽŶ-hŶŝƚĞĚ^ƚĂƚĞƐĨĞĚĞƌĂůĞŶƟƚǇƉƌŽĐƵƌĞŵĞŶƚƐƵŶĚĞƌhŶŝƚĞĚ^ƚĂƚĞƐĨĞĚĞƌĂůĂǁĂƌĚƐ ŽƌŽƚŚĞƌĂǁĂƌĚƐ;ƉƉĞŶĚŝǆII ƚŽϮ͘&͘ZΑϮϬϬͿ͘ WĂƌƟĐŝƉĂƟŶŐ ŶƟƟĞƐƚŚĂƚƵƐĞhŶŝƚĞĚ^ƚĂƚĞƐĨĞĚĞƌĂů
ŐƌĂŶƚŽƌŽƚŚĞƌĨĞĚĞƌĂůĨƵŶĚŝŶŐƚŽƉƵƌĐŚĂƐĞƐŽůƵƟŽŶƐĨƌŽŵƚŚŝƐŐƌĞĞŵĞŶƚŵĂǇďĞƐƵďũĞĐƚƚŽ ĂĚĚŝƟŽŶĂůƌĞƋƵŝƌĞŵĞŶƚƐŝŶĐůƵĚŝŶŐƚŚĞƉƌŽĐƵƌĞŵĞŶƚƐƚĂŶĚĂƌĚƐŽĨƚŚĞhŶŝĨŽƌŵĚŵŝŶŝƐƚƌĂƟǀĞ ZĞƋƵŝƌĞŵĞŶƚƐ͕ŽƐƚWƌŝŶĐŝƉůĞƐĂŶĚƵĚŝƚZĞƋƵŝƌĞŵĞŶƚƐĨŽƌ&ĞĚĞƌĂůǁĂƌĚƐ͕Ϯ͘&͘Z͘ΑϮϬϬ͘ WĂƌƟĐŝƉĂƟŶŐ
ŶƟƟĞƐŵĂǇŚĂǀĞĂĚĚŝƟŽŶĂůƌĞƋƵŝƌĞŵĞŶƚƐďĂƐĞĚŽŶƐƉĞĐŝĮĐĨƵŶĚŝŶŐƐŽƵƌĐĞƚĞƌŵƐŽƌ ĐŽŶĚŝƟŽŶƐ͘tŝƚŚŝŶƚŚŝƐ^ĞĐƟŽŶ͕ĂůůƌĞĨĞƌĞŶĐĞƐƚŽ͞ĨĞĚĞƌĂů͟ƐŚŽƵůĚďĞŝŶƚĞƌƉƌĞƚĞĚƚŽŵĞĂn the United ^ƚĂƚĞƐĨĞĚĞƌĂůŐŽǀĞƌŶŵĞŶƚ͘dŚĞĨŽůůŽǁŝŶŐůŝƐƚĂƉƉůŝĞƐǁŚĞŶĂWĂƌƟĐŝƉĂƟŶŐ ŶƟƚǇĂĐĐĞƐƐĞƐ^ƵƉƉůŝĞƌ͛Ɛ
Included ^ŽůƵƟŽŶƐǁŝƚŚhŶŝƚĞĚ^ƚĂƚĞƐĨĞĚĞƌĂůĨƵŶĚƐ͘

i)
Yh>
DW>KzD
EdKWWKZdhE/dz ͘
ǆĐĞƉƚĂƐŽƚŚĞƌǁŝƐĞƉƌŽǀŝĚĞĚƵŶĚĞƌϰϭ͘& ͘Z͘Α
60, all agreements
ƚŚĂƚŵĞĞƚƚŚĞĚĞĮŶŝƟŽŶŽĨ͞ĨĞĚĞƌĂůůǇĂƐƐŝƐƚĞĚĐŽŶƐƚƌƵĐƟŽŶĐŽŶƚƌĂĐƚ͟ŝŶϰϭ ͘&͘Z͘ΑϲϬ-ϭ͘ϯŵƵƐƚŝŶĐůƵĚĞƚŚĞĞƋƵĂůŽƉƉŽƌƚƵŶŝƚǇĐůĂƵƐĞƉƌŽǀŝĚĞĚƵŶĚĞƌϰϭ͘&͘Z͘ΑϲϬ-1.4(b), in ĂĐĐŽƌĚĂŶĐĞǁŝƚŚ
ǆĞĐƵƟǀĞKƌĚĞƌϭϭϮϰϲ͕͞
ƋƵĂů
ŵƉůŽǇŵĞŶƚKƉƉŽƌƚƵŶŝƚǇ͟;ϯϬ&ZϭϮ319, 12935,
ϯ͘&͘Z͘Α͕ϭϵϲϰ-ϭϵϲϱŽŵƉ͕͘Ɖ͘ϯϯϵͿ͕ĂƐĂŵĞŶĚĞĚďǇ
ǆĞĐƵƟǀĞKƌĚĞƌϭϭϯϳϱ͕͞ŵĞŶĚŝŶŐ

ǆĞĐƵƟǀĞKƌĚĞƌϭϭϮϰϲZĞůĂƟŶŐƚŽ
ƋƵĂů
ŵƉůŽǇŵĞŶƚKƉƉŽƌƚƵŶŝƚǇ͕͟ ĂŶĚŝŵƉůĞŵĞŶƟŶŐ
ƌĞŐƵůĂƟŽŶƐĂƚϰϭ͘&͘Z͘ΑϲϬ͕͞KĸĐĞŽĨ&ĞĚĞƌĂůŽŶƚƌĂĐƚŽŵƉůŝĂŶĐĞWƌŽŐƌĂŵƐ͕ ƋƵĂů

ŵƉůŽǇŵĞŶƚKƉƉŽƌƚƵŶŝƚǇ͕ĞƉĂƌƚŵĞŶƚŽĨ>ĂďŽƌ ͘͟dŚĞĞƋƵĂůŽƉƉŽƌƚƵŶŝƚǇĐůĂƵƐĞŝƐŝŶĐŽƌƉŽƌĂƚĞĚ ŚĞƌĞŝŶďǇƌĞĨĞƌĞŶĐĞ͘

091024-PSI

v052824 4

ii) s/^-KEd ͕^D
E
;ϰϬh͘^͘͘Αϯϭϰϭ-ϯϭϰϴͿ͘ tŚĞŶƌĞƋƵŝƌĞĚďǇĨĞĚĞƌĂů
ƉƌŽŐƌĂŵůĞŐŝƐůĂƟŽŶ͕ĂůůƉƌŝŵĞĐŽŶƐƚƌƵĐƟŽŶĐŽŶƚƌĂĐƚƐŝŶĞǆĐĞƐƐŽĨΨϮ͕ϬϬϬĂǁĂƌĚĞĚďǇŶŽŶ-ĨĞĚĞƌĂů ĞŶƟƟĞƐŵƵƐƚŝŶĐůƵĚĞĂƉƌŽǀŝƐŝŽŶĨŽƌĐŽŵƉůŝĂŶĐĞǁŝƚŚƚŚĞĂǀŝƐ-ĂĐŽŶĐƚ;ϰϬh͘^͘͘Αϯϭϰϭ- 3144, and 3146-ϯϭϰϴͿĂƐƐƵƉƉůĞŵĞŶƚĞĚďǇĞƉĂƌƚŵĞŶƚŽĨ>ĂďŽƌƌĞŐƵůĂƟŽŶƐ;Ϯϵ͘&͘Z͘Αϱ͕ ͞>ĂďŽƌ^ƚĂŶĚĂƌĚƐWƌŽǀŝƐŝŽŶƐƉƉůŝĐĂďůĞƚŽŽŶƚƌĂĐƚƐŽǀĞƌŝŶŐ&ĞĚĞƌĂůůǇ&ŝŶĂŶĐĞĚĂŶĚƐƐŝƐƚĞĚ ŽŶƐƚƌƵĐƟŽŶ͟Ϳ͘/ŶĂĐĐŽƌĚĂŶĐĞǁŝƚŚƚŚĞƐƚĂƚƵƚĞ͕ĐŽŶƚƌĂĐƚŽƌƐŵƵƐƚ ďĞƌĞƋƵŝƌĞĚƚŽƉĂǇǁĂŐĞƐƚŽ ůĂďŽƌĞƌƐĂŶĚŵĞĐŚĂŶŝĐƐĂƚĂƌĂƚĞŶŽƚůĞƐƐƚŚĂŶƚŚĞƉƌĞǀĂŝůŝŶŐǁĂŐĞƐƐƉĞĐŝĮĞĚŝŶĂǁĂŐĞ ĚĞƚĞƌŵŝŶĂƟŽŶŵĂĚĞďǇƚŚĞ^ĞĐƌĞƚĂƌǇŽĨ>ĂďŽƌ ͘/ŶĂĚĚŝƟŽŶ͕ĐŽŶƚƌĂĐƚŽƌƐŵƵƐƚďĞƌĞƋƵŝƌĞĚƚŽƉĂǇ ǁĂŐĞƐŶŽƚůĞƐƐƚŚĂŶŽŶĐĞĂǁĞĞŬ͘dŚĞŶŽŶ-ĨĞĚĞƌĂůĞŶƟƚǇŵƵƐƚƉůĂĐĞĂĐŽƉǇŽĨƚŚĞĐƵƌƌĞŶƚ ƉƌĞǀĂŝůŝŶŐǁĂŐĞĚĞƚĞƌŵŝŶĂƟŽŶŝƐƐƵĞĚďǇƚŚĞĞƉĂƌƚŵĞŶƚŽĨ>ĂďŽƌŝŶĞĂĐŚƐŽůŝĐŝƚĂƟŽŶ͘dŚĞ ĚĞĐŝƐŝŽŶƚŽĂǁĂƌĚĂĐŽŶƚƌĂĐƚŽƌƐƵďĐŽŶƚƌĂĐƚŵƵƐƚďĞĐŽŶĚŝƟŽŶĞĚƵƉŽŶƚŚĞĂĐĐĞƉƚĂŶĐĞŽĨƚŚĞ ǁĂŐĞĚĞƚĞƌŵŝŶĂƟŽŶ͘dŚĞŶŽŶ-ĨĞĚĞƌĂůĞŶƟƚǇŵƵƐƚƌĞƉŽƌƚĂůůƐƵƐƉĞĐƚĞĚŽƌƌĞƉŽƌƚĞĚǀŝŽůĂƟŽŶƐƚŽ ƚŚĞĨĞĚĞƌĂůĂǁĂƌĚŝŶŐĂŐĞŶĐǇ͘dŚĞĐŽŶƚƌĂĐƚƐŵƵƐƚĂůƐŽŝŶĐůƵĚĞĂƉƌŽǀŝƐŝŽŶĨŽƌĐŽŵƉůŝĂŶĐĞǁŝƚŚƚŚĞ ŽƉĞůĂŶĚ͞ŶƟ-<ŝĐŬďĂĐŬ͟Đƚ;ϰϬh͘^͘͘ΑϯϭϰϱͿ͕ĂƐƐƵƉƉůĞŵĞŶƚĞĚďǇĞƉĂƌƚŵĞŶƚŽĨ>ĂďŽƌ regulaƟŽŶƐ;Ϯϵ͘&͘Z͘Αϯ͕͞ŽŶƚƌĂĐƚŽƌƐĂŶĚ^ƵďĐŽŶƚƌĂĐƚŽƌƐŽŶWƵďůŝĐƵŝůĚŝŶŐŽƌWƵďůŝĐtŽƌŬ &ŝŶĂŶĐĞĚŝŶtŚŽůĞŽƌŝŶWĂƌƚďǇ>ŽĂŶƐŽƌ'ƌĂŶƚƐĨƌŽŵƚŚĞhŶŝƚĞĚ^ƚĂƚĞƐ͟Ϳ͘dŚĞĐƚƉƌŽǀŝĚĞƐƚŚĂƚ ĞĂĐŚĐŽŶƚƌĂĐƚŽƌŽƌƐƵďƌĞĐŝƉŝĞŶƚŵƵƐƚďĞƉƌŽŚŝďŝƚĞĚĨƌŽŵŝŶĚƵĐŝŶŐ͕ďǇĂŶǇ means, any person ĞŵƉůŽǇĞĚŝŶƚŚĞĐŽŶƐƚƌƵĐƟŽŶ͕ĐŽŵƉůĞƟŽŶ͕ŽƌƌĞƉĂŝƌŽĨƉƵďůŝĐǁŽƌŬ͕ƚŽŐŝǀĞƵƉĂŶǇƉĂƌƚŽĨƚŚĞ ĐŽŵƉĞŶƐĂƟŽŶƚŽǁŚŝĐŚŚĞŽƌƐŚĞŝƐŽƚŚĞƌǁŝƐĞĞŶƟƚůĞĚ͘dŚĞŶŽŶ-ĨĞĚĞƌĂůĞŶƟƚǇŵƵƐƚƌĞƉŽƌƚĂůů ƐƵƐƉĞĐƚĞĚŽƌƌĞƉŽƌƚĞĚǀŝŽůĂƟŽŶƐƚŽƚŚĞĨĞĚĞƌĂůawarding agency. Supplier must comply with all ĂƉƉůŝĐĂďůĞĂǀŝƐ-Bacon Act provisions.

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

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

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

091024-PSI

v052824 5

ĐĞƌƟĮĞƐƚŚĂƚĚƵƌŝŶŐƚŚĞƚĞƌŵŽĨĂŶĂǁĂƌĚĨŽƌĂůůŐƌĞĞŵĞŶƚƐďǇ^ŽƵƌĐĞǁĞůůƌĞƐƵůƟŶŐĨƌŽŵƚŚŝƐ ƉƌŽĐƵƌĞŵĞŶƚƉƌŽĐĞƐƐ͕^ƵƉƉůŝĞƌŵƵƐƚĐŽŵƉůǇǁŝƚŚĂƉƉůŝĐĂďůĞƌĞƋƵŝƌĞŵĞŶƚƐĂƐƌĞĨĞƌĞŶĐĞĚĂďŽǀĞ͘

v) >
E/Zd;ϰϮh͘^͘͘ΑϳϰϬϭ-ϳϲϳϭY͘ͿEd,
&

Z>td
ZWK>>hd/KE
KEdZK>d;ϯϯh͘^͘͘ΑϭϮϱϭ-ϭϯϴϳͿ͘ ŽŶƚƌĂĐƚƐĂŶĚƐƵďŐƌĂŶƚƐŽĨĂŵŽƵŶƚƐŝŶĞǆĐĞƐƐŽĨ ΨϭϱϬ͕ϬϬϬƌĞƋƵŝƌĞƚŚĞŶŽŶ-ĨĞĚĞƌĂůĂǁĂƌĚƚŽĂŐƌĞĞƚŽĐŽŵƉůǇǁŝƚŚĂůůĂƉƉůŝĐĂďůĞƐƚĂŶĚĂƌĚƐ͕ŽƌĚĞƌƐ ŽƌƌĞŐƵůĂƟŽŶƐŝƐƐƵĞĚƉƵƌƐƵĂŶƚƚŽƚŚĞůĞĂŶŝƌĐƚ;ϰϮh͘^͘͘ΑϳϰϬϭ- ϳϲϳϭƋͿĂŶĚƚŚĞ&ĞĚĞƌĂů tĂƚĞƌWŽůůƵƟŽŶŽŶƚƌŽůĐƚĂƐĂŵĞŶĚĞĚ;ϯϯh͘^͘͘ΑϭϮϱϭ- ϭϯϴϳͿ͘sŝŽůĂƟŽŶƐŵƵƐƚďĞƌĞƉŽƌƚĞĚƚŽ ƚŚĞ&ĞĚĞƌĂůĂǁĂƌĚŝŶŐĂŐĞŶĐǇĂŶĚƚŚĞZĞŐŝŽŶĂůKĸĐĞŽĨƚŚĞ ŶǀŝƌŽŶŵĞŶƚĂůWƌŽƚĞĐƟŽŶŐĞŶĐǇ
;
WͿ͘^ƵƉƉůŝĞƌĐĞƌƟĮĞƐƚŚĂƚĚƵƌŝŶŐƚŚĞƚĞƌŵŽĨƚŚŝƐŐƌĞĞŵĞŶƚŝƚǁŝůůĐŽŵƉůǇǁŝƚŚĂƉƉůŝĐĂďůĞ ƌĞƋƵŝƌĞŵĞŶƚƐĂƐƌĞĨĞƌĞŶĐĞĚĂďŽǀĞ͘

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

vii) BYRD ANTI->Kz/E'D
ED
Ed ͕^D
E
;ϯϭh͘^͘͘ΑϭϯϱϮͿ͘ Suppliers must
ĮůĞĂŶǇƌĞƋƵŝƌĞĚĐĞƌƟĮĐĂƟŽŶƐ͘^ƵƉƉůŝĞƌƐŵƵƐƚŶŽƚŚĂǀĞƵƐĞĚĨĞĚĞƌĂůĂƉƉƌŽƉƌŝĂƚĞĚĨƵŶĚƐƚŽƉĂǇ ĂŶǇƉĞƌƐŽŶŽƌŽƌŐĂŶŝǌĂƟŽŶĨŽƌŝŶŇƵĞŶĐŝŶŐŽƌĂƩĞŵƉƟŶŐƚŽŝŶŇƵĞŶĐĞĂŶŽĸĐĞƌŽƌĞŵƉůŽǇĞĞŽĨ ĂŶǇĂŐĞŶĐǇ͕ĂŵĞŵďĞƌŽĨŽŶŐƌĞƐƐ͕ŽĸĐĞƌŽƌĞŵƉůŽǇĞĞŽĨŽŶŐƌĞƐƐ͕ŽƌĂŶĞŵƉůŽǇĞĞŽĨĂ ŵĞŵďĞƌŽĨŽŶŐƌĞƐƐŝŶĐŽŶŶĞĐƟŽŶǁŝƚŚŽďƚĂŝŶŝŶŐĂŶǇĨĞĚĞƌĂůĐŽŶƚƌĂĐƚ͕ŐƌĂŶƚ͕ŽƌĂŶǇŽƚŚĞƌ ĂǁĂƌĚĐŽǀĞƌĞĚďǇϯϭh͘^͘͘ΑϭϯϱϮ͘^ƵƉƉůŝĞƌƐŵƵƐƚĚŝƐĐůŽƐĞĂŶǇůŽďbying with non-ĨĞĚĞƌĂůĨƵŶĚƐ ƚŚĂƚƚĂŬĞƐƉůĂĐĞŝŶĐŽŶŶĞĐƟŽŶǁŝƚŚŽďƚĂŝŶŝŶŐĂŶǇĨĞĚĞƌĂůĂǁĂƌĚ͘^ƵĐŚĚŝƐĐůŽƐƵƌĞƐĂƌĞĨŽƌǁĂƌĚĞĚ ĨƌŽŵƟĞƌƚŽƟĞƌƵƉƚŽƚŚĞŶŽŶ-ĨĞĚĞƌĂůĂǁĂƌĚ͘^ƵƉƉůŝĞƌƐŵƵƐƚĮůĞĂůůĐĞƌƟĮĐĂƟŽŶƐĂŶĚĚŝƐĐůŽƐƵƌĞƐ ƌĞƋƵŝƌĞĚďǇ͕ĂŶĚŽƚŚĞƌǁŝƐĞĐŽŵƉůǇǁŝƚŚ͕ƚŚĞǇƌĚŶƟ->ŽďďǇŝŶŐŵĞŶĚŵĞŶƚ;ϯϭh͘^͘͘ΑϭϯϱϮͿ͘

viii) Z
KZZ
d
Ed/KEZ
Yh/Z
D
Ed^͘To the extent applicable, Supplier must comply
ǁŝƚŚƚŚĞƌĞĐŽƌĚƌĞƚĞŶƟŽŶƌĞƋƵŝƌĞŵĞŶƚƐĚĞƚĂŝůĞĚŝŶϮ͘&͘Z͘ΑϮϬϬ͘ϯϯϯ͘dŚĞ^ƵƉƉůŝĞƌĨƵƌƚŚĞƌ ĐĞƌƟĮĞƐƚŚĂƚŝƚǁŝůůƌĞƚĂŝŶĂůůƌĞĐŽƌĚƐĂƐƌĞƋƵŝƌĞĚďǇϮ͘&͘Z͘ΑϮϬϬ͘ϯϯϯĨŽƌĂƉĞƌŝŽĚŽĨϯǇĞĂƌƐĂŌĞƌ grantees or ƐƵďŐƌĂŶƚĞĞƐƐƵďŵŝƚĮŶĂůĞǆƉĞŶĚŝƚƵƌĞƌĞƉŽƌƚƐŽƌƋƵĂƌƚĞƌůǇŽƌĂŶŶƵĂůĮŶĂŶĐŝĂů ƌĞƉŽƌƚƐ͕ĂƐĂƉƉůŝĐĂďůĞ͕ĂŶĚĂůůŽƚŚĞƌƉĞŶĚŝŶŐŵĂƩĞƌƐĂƌĞĐůŽƐĞĚ͘

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

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

091024-PSI

v052824 6

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

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

xiii) &

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

xiv) EKK>/'d/KEz&

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

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

xvi) &

Z>
d͘ dŚĞ^ƵƉƉůŝĞƌĐĞƌƟĮĞƐƚŚĂƚŝƚŝƐŶŽŶ-ĚĞůŝŶƋƵĞŶƚŝŶŝƚƐƌĞƉĂǇŵĞŶƚŽĨĂŶǇ ĨĞĚĞƌĂůĚĞďƚ͘
ǆĂŵƉůĞƐŽĨƌĞůĞǀĂŶƚĚĞďƚŝŶĐůƵĚĞĚĞůŝŶƋƵĞŶƚƉĂǇƌŽůůĂŶĚŽƚŚĞƌƚĂǆĞƐ͕ĂƵĚŝƚ ĚŝƐĂůůŽǁĂŶĐĞ͕ĂŶĚďĞŶĞĮƚŽǀĞƌƉĂǇŵĞŶƚƐ͘

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

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

091024-PSI

v052824 7

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

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

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

ƌƟĐůĞϮ͗
^ŽƵƌĐĞǁĞůůĂŶĚ^ƵƉƉůŝĞƌKďůŝŐĂƟŽŶƐ

dŚĞd ĞƌŵƐŝŶƚŚŝƐƌƟĐůĞϮƌĞůĂƚĞƐƉĞĐŝĮĐĂůůǇƚŽ^ŽƵƌĐĞǁĞůůĂŶĚŝƚƐĂĚŵŝŶŝƐƚƌĂƟŽŶŽĨƚŚŝƐDĂƐƚĞƌ ŐƌĞĞŵĞŶƚǁŝƚŚ^ƵƉƉůŝĞƌĂŶĚ^ƵƉƉůŝĞƌ͛ƐŽďůŝŐĂƟŽŶƐƚŚĞƌĞƵŶĚĞƌ ͘

1) ƵƚŚŽƌŝǌĞĚ^ĞůůĞƌƐ͘^ƵƉƉůŝĞƌŵƵƐƚƉƌŽǀŝĚĞ^ŽƵƌĐĞǁĞůůĂĐƵƌƌĞŶƚŵĞĂŶƐƚŽǀĂůŝĚĂƚĞŽƌĂƵƚŚĞŶƟĐĂƚĞ ^ƵƉƉůŝĞƌ͛ƐĂƵƚŚŽƌŝǌĞĚĚĞĂůĞƌƐ͕ĚŝƐƚƌŝďƵƚŽƌƐ͕ŽƌƌĞƐĞůůĞƌƐǁŚŝĐŚŵĂǇĐŽŵƉůĞƚĞƚƌĂŶƐĂĐƟŽŶƐŽĨ/ŶĐůƵĚĞĚ ^ŽůƵƟŽŶƐŽīĞƌĞĚƵŶĚĞƌƚŚŝƐŐƌĞĞŵĞŶƚ͘^ŽƵƌĐĞǁĞůůŵĂǇƌĞƋƵĞƐƚƵƉĚĂƚĞĚŝŶĨŽƌŵĂƟŽŶŝŶŝƚƐ ĚŝƐĐƌĞƟŽŶ͕ĂŶĚ^ƵƉƉůŝĞƌĂŐƌĞĞƐƚŽƉƌŽǀŝĚĞƌĞƋƵĞƐƚĞĚŝŶĨŽƌŵĂƟŽŶǁŝƚŚŝŶĂƌĞĂƐŽŶĂďůĞƟŵĞ͘

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

ĨƵůůǇĞǆĞĐƵƚĞĚ^ŽƵƌĐĞǁĞůůWƌŝĐĞĂŶĚWƌŽĚƵĐƚŚĂŶŐĞZĞƋƵĞƐƚ&ŽƌŵǁŝůůďĞĐŽŵĞĂŶĂŵĞŶĚŵĞŶƚƚŽ this Agreement and will be incorporated by ƌĞĨĞƌĞŶĐĞ͘

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

^ŽƵƌĐĞǁĞůůΖƐƵƚŚŽƌŝǌĞĚZĞƉƌĞƐĞŶƚĂƟǀĞŝƐŝƚƐŚŝĞĨWƌŽĐƵƌĞŵĞŶƚKĸĐĞƌ.

4) WĞƌĨŽƌŵĂŶĐĞZĞǀŝĞǁƐ͘ Supplier will ƉĞƌĨŽƌŵĂŵŝŶŝŵƵŵŽĨŽŶĞƌĞǀŝĞǁǁŝƚŚ^ŽƵƌĐĞǁĞůůƉĞƌ ĂŐƌĞĞŵĞŶƚǇĞĂƌ͘dŚĞƌĞǀŝĞǁǁŝůůĐŽǀĞƌƚƌĂŶƐĂĐƟŽŶƐƚŽWĂƌƟĐŝƉĂƟŶŐ ŶƟƟĞƐ͕ƉƌŝĐŝŶŐĂŶĚƚĞƌŵƐ͕

091024-PSI

v052824 8

ĂĚŵŝŶŝƐƚƌĂƟǀĞĨĞĞƐ͕ƐĂůĞƐĚĂƚĂƌĞƉŽƌƚƐ͕ƉĞƌĨŽƌŵĂŶĐĞŝƐƐƵĞƐ͕ƐƵƉƉůǇ chain issues, customer issues, and ĂŶǇŽƚŚĞƌŶĞĐĞƐƐĂƌǇŝŶĨŽƌŵĂƟŽŶ͘

5) ^ĂůĞƐZĞƉŽƌƟŶŐZĞƋƵŝƌĞĚ͘ ^ƵƉƉůŝĞƌŝƐƌĞƋƵŝƌĞĚĂƐĂŵĂƚĞƌŝĂůĞůĞŵĞŶƚƚŽƚŚŝƐDĂƐƚĞƌŐƌĞĞŵĞŶƚƚŽ ƌĞƉŽƌƚĂůůĐŽŵƉůĞƚĞĚƚƌĂŶƐĂĐƟŽŶƐǁŝƚŚWĂƌƟĐŝƉĂƟŶŐ
ŶƟƟĞƐƵƟůŝǌŝŶŐƚŚŝƐŐƌĞĞŵĞŶƚ͘&ĂŝůƵƌĞƚŽ
provide complete and accurate ƌĞƉŽƌƚƐĂƐĚĞĮŶĞĚŚĞƌĞŝŶǁŝůůďĞĂŵĂƚĞƌŝĂůďƌĞĂĐŚŽĨƚŚĞŐƌĞĞŵĞŶƚ ĂŶĚ^ŽƵƌĐĞǁĞůůƌĞƐĞƌǀĞƐƚŚĞƌŝŐŚƚƚŽƉƵƌƐƵĞĂůůƌĞŵĞĚŝĞƐĂǀĂŝůĂďůĞĂƚůĂǁŝŶĐůƵĚŝŶŐĐĂŶĐĞůůĂƟŽŶŽĨ this Agreement.

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

dŚĞZĞƉŽƌƚŵƵƐƚĐŽŶƚĂŝŶƚŚĞĨŽůůŽǁŝŶŐĮĞůĚƐ͗
x WĂƌƟĐŝƉĂƟŶŐ
ŶƟƚǇEĂŵĞ;Ğ͘Ő͕͘ŝƚǇŽĨ^ƚĂƉůĞƐ,ŝŐŚǁĂǇĞƉĂƌƚŵĞŶƚͿ͖
x WĂƌƟĐŝƉĂƟŶŐ
ŶƟƚǇWŚǇƐŝĐĂů^ƚƌĞĞƚĚĚƌĞƐƐ͖
x WĂƌƟĐŝƉĂƟŶŐ
ŶƟƚǇŝƚǇ͖
x WĂƌƟĐŝƉĂƟŶŐ
ŶƟƚǇ^ƚĂƚĞͬWƌŽǀŝŶĐĞ͖
x WĂƌƟĐŝƉĂƟŶŐ
ŶƟƚǇŝƉͬWŽƐƚĂůŽĚĞ͖
x ^ŽƵƌĐĞǁĞůůWĂƌƟĐŝƉĂƟŶŐ
ŶƟƚǇAccount Number;
x dƌĂŶƐĂĐƟŽŶĞƐĐƌŝƉƟŽŶ͖
x dƌĂŶƐĂĐƟŽŶWƵƌĐŚĂƐĞĚWƌŝĐĞ͖
x ^ŽƵƌĐĞǁĞůůĚŵŝŶŝƐƚƌĂƟǀĞ&ĞĞƉƉůŝĞĚ͖ĂŶĚ
x ĂƚĞdƌĂŶƐĂĐƟŽŶǁĂƐŝŶǀŽŝĐĞĚͬƐĂůĞǁĂƐƌĞĐŽŐŶŝǌĞĚĂƐƌĞǀĞŶƵĞďǇ^ƵƉƉůŝĞƌ ͘

/Ĩcollected by Supplier, ƚŚĞZĞƉŽƌƚŵĂǇŝŶĐůƵĚĞƚŚĞĨŽůůŽǁŝŶŐĮĞůĚƐĂƐĂǀĂŝůĂďůĞ͗ x WĂƌƟĐŝƉĂƟŶŐ
ŶƟƚǇŽŶƚĂĐƚEĂŵĞ͖
x WĂƌƟĐŝƉĂƟŶŐ
ŶƟƚǇŽŶƚĂĐƚ
ŵĂŝůĚĚƌĞƐƐ͖
x WĂƌƟĐŝƉĂƟŶŐ
ŶƟƚǇŽŶƚĂĐƚdĞůĞƉŚŽŶĞEƵŵďĞƌ͖

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

8) &ĞĞĂůĐƵůĂƟŽŶ͘ ^ƵƉƉůŝĞƌ͛ƐĚŵŝŶŝƐƚƌĂƟǀĞ&ĞĞƉĂǇĂďůĞƚŽ^ŽƵƌĐĞǁĞůůǁŝůůďĞĐĂůĐƵůĂƚĞĚĂƐĂƐƚĂƚĞĚ ƉĞƌĐĞŶƚĂŐĞ;ůŝƐƚĞĚŝŶ^ƵƉƉůŝĞƌ͛ƐWƌŽƉŽƐĂůͿŽĨĂůůĐŽŵƉůĞƚĞĚƚƌĂŶƐĂĐƟŽŶƐƵƟůŝǌŝŶŐƚŚŝƐDĂƐƚĞƌ ŐƌĞĞŵĞŶƚǁŝƚŚŝŶƚŚĞƉƌĞĐĞĚŝŶŐZĞƉŽƌƟŶŐWĞƌŝŽĚ͘ For certain categories, a ŇĂƚĨĞĞ may be proposed. dŚĞĚŵŝŶŝƐƚƌĂƟǀĞ&ĞĞǁŝůůďĞƐƚĂƚĞĚŝŶ^ƵƉƉůŝĞƌ͛ƐWƌŽƉŽƐĂů.

9) &ĞĞZĞŵŝƩĂŶĐĞ͘ ^ƵƉƉůŝĞƌǁŝůůƌĞŵŝƚĨĞĞƚŽ^ŽƵƌĐĞǁĞůůŶŽůĂƚĞƌƚŚĂŶϰϱĐĂůĞŶĚĂƌĚĂǇƐĂŌĞƌƚŚĞĐůŽƐĞ ŽĨƚŚĞƉƌĞĐĞĚŝŶŐĐĂůĞŶĚĂƌƋƵĂƌƚĞƌŝŶĐŽŶũƵŶĐƟŽŶǁŝƚŚ^ƵƉƉůŝĞƌ͛ƐZĞƉŽƌƟŶŐWĞƌŝŽĚŽďůŝŐĂƟŽŶƐ ĚĞĮŶĞĚŚĞƌĞŝŶ͘WĂǇŵĞŶƚƐƐŚŽƵůĚŶŽƚĞƚŚĞ^ƵƉƉůŝĞƌ͛ƐŶĂŵĞĂŶĚ^ŽƵ ƌĐĞǁĞůů-assigned Agreement
number in the memo; and must be either mailed to Sourcewell ĂďŽǀĞ͞ƩŶ͗ĐĐŽƵŶƚƐZĞĐĞŝǀĂďůĞ͟Žƌ

091024-PSI

v052824 9

ƌĞŵŝƩĞĚĞůĞĐƚƌŽŶŝĐĂůůǇƚŽ^ŽƵƌĐĞǁĞůů͛ƐďĂŶŬŝŶŐŝŶƐƟƚƵƟŽŶƉĞƌ^ŽƵƌĐĞǁĞůů͛Ɛ&ŝŶĂŶĐĞĚĞƉĂƌƚŵĞŶƚ ŝŶƐƚƌƵĐƟŽŶƐ͘

10) EŽŶĐŽŵƉůŝĂŶĐĞ͘ ^ŽƵƌĐĞǁĞůůƌĞƐĞƌǀĞƐƚŚĞƌŝŐŚƚƚŽƐĞĞŬĂůůƌĞŵĞĚŝĞƐavailable ĂƚůĂǁĨŽƌƵŶƉĂŝĚŽƌ ƵŶĚĞƌƉĂŝĚĚŵŝŶŝƐƚƌĂƟǀĞ&ĞĞƐĚƵĞƵŶĚĞƌƚŚŝƐŐƌĞĞŵĞŶƚ͘&ĂŝůƵƌĞƚŽƌĞŵŝƚƉĂǇŵĞŶƚ͕ĚĞůŝŶƋƵĞŶƚ payments͕ƵŶĚĞƌƉĂǇŵĞŶƚƐ͕ŽƌŽƚŚĞƌĚĞǀŝĂƟŽŶƐĨƌŽŵƚŚĞƌĞƋƵŝƌĞŵĞŶƚƐŽĨƚŚŝƐŐƌĞĞŵĞŶƚŵĂǇďĞ ĚĞĞŵĞĚĂŵĂƚĞƌŝĂůďƌĞĂĐŚĂŶĚŵĂǇƌĞƐƵůƚŝŶĐĂŶĐĞůůĂƟŽŶŽĨƚŚŝƐŐƌĞĞŵĞŶƚĂŶĚĚŝƐďĂƌŵĞŶƚĨƌŽŵ ĨƵƚƵƌĞŐƌĞĞŵĞŶƚƐ͘

11) ƵĚŝƚZĞƋƵŝƌĞŵĞŶƚƐ͘ Pursuant to Minn. Stat. Α ϭϲ͘Ϭϱ͕ƐƵďĚŝǀŝƐŝŽŶϱ͕ƚŚĞďŽŽŬƐ͕ƌĞĐŽƌĚƐ͕ ĚŽĐƵŵĞŶƚƐ͕ĂŶĚĂĐĐŽƵŶƟŶŐƉƌŽĐĞĚƵƌĞƐĂŶĚƉƌĂĐƟĐĞƐƌĞůĞǀĂŶƚƚŽƚŚŝƐŐƌĞĞŵĞŶƚĂƌĞƐƵďũĞĐƚƚŽ ĞǆĂŵŝŶĂƟŽŶďǇ^ŽƵƌĐĞǁĞůůand ƚŚĞDŝŶŶĞƐŽƚĂ^ƚĂƚĞƵĚŝƚŽƌĨŽƌĂŵŝŶŝŵƵŵŽĨƐŝǆǇĞĂƌƐĨƌŽŵƚŚĞĞŶĚ ŽĨƚŚŝƐŐƌĞĞŵĞŶƚ͘^ƵƉƉůŝĞƌĂŐƌĞĞƐƚŽĨƵůůǇĐŽŽƉĞƌĂƚĞǁŝƚŚ^ŽƵƌĐĞǁĞůůŝŶĂƵĚŝƟŶŐƚƌĂŶƐĂĐƟŽŶƐƵŶĚĞƌ ƚŚŝƐŐƌĞĞŵĞŶƚƚŽĞŶƐƵƌĞĐŽŵƉůŝĂŶĐĞǁŝƚŚƉƌŝĐŝŶŐƚĞƌŵƐ͕ĐŽƌƌĞĐƚĐĂůĐƵůĂƟŽŶĂŶĚƌĞŵŝƩĂŶĐĞŽĨ ĚŵŝŶŝƐƚƌĂƟǀĞ&ĞĞƐ͕ĂŶĚǀĞƌŝĮĐĂƟŽŶ ŽĨƚƌĂŶƐĂĐƟŽŶƐĂƐŵĂǇďĞƌĞƋƵĞƐƚĞĚďǇĂWĂƌƟĐŝƉĂƟŶŐ ŶƟƚǇŽƌ
Sourcewell.

12) ƐƐŝŐŶŵĞŶƚ͕dƌĂŶƐĨĞƌ͕ĂŶĚĚŵŝŶŝƐƚƌĂƟǀĞŚĂŶŐĞƐ͘^ƵƉƉůŝĞƌŵĂǇŶŽƚĂƐƐŝŐŶŽƌŽƚŚĞƌǁŝƐĞƚƌĂŶƐĨĞƌŝƚƐ ƌŝŐŚƚƐŽƌŽďůŝŐĂƟŽŶƐƵŶĚĞƌƚŚŝƐŐƌĞĞŵĞŶƚǁŝƚŚŽƵƚƚŚĞƉƌŝŽƌǁƌŝƩĞŶĐŽŶƐĞŶƚŽĨ^ŽƵƌĐĞǁĞůů͘^ƵĐŚ consent will not be unreasonably withheld. Sourcewell reserves the right to unilaterally assign all or ƉŽƌƟŽŶƐŽĨƚŚŝƐŐƌĞĞŵĞŶƚǁŝƚŚŝŶŝƚƐƐŽůĞĚŝƐĐƌĞƟŽŶƚŽĂĚĚƌĞƐƐĐŽƌƉŽƌĂƚĞƌĞƐƚƌƵĐƚƵƌŝŶŐƐ͕ŵĞƌŐĞƌƐ͕ ĂĐƋƵŝƐŝƟŽŶƐ͕ŽƌŽƚŚĞƌĐŚĂŶŐĞƐƚŽƚŚĞResponsible Party and named in the Agreement. Any prohibited assignment is ŝŶǀĂůŝĚ͘hƉŽŶƌĞƋƵĞƐƚ ^ŽƵƌĐĞǁĞůůŵĂǇŵĂŬĞĂĚŵŝŶŝƐƚƌĂƟǀĞĐŚĂŶŐĞƐƚŽĂŐƌĞĞŵĞŶƚ ĚŽĐƵŵĞŶƚĂƟŽŶƐƵĐŚĂƐŶĂŵĞĐŚĂŶŐĞƐ͕ĂĚĚƌĞƐƐĐŚĂŶŐĞƐ͕ĂŶĚŽƚŚĞƌŶŽŶ-material updates as determined ǁŝƚŚŝŶŝƚƐƐŽůĞĚŝƐĐƌĞƟŽŶ͘

13) ŵĞŶĚŵĞŶƚƐ͘ ŶǇŵĂƚĞƌŝĂůĐŚĂŶŐĞƚŽƚŚŝƐŐƌĞĞŵĞŶƚŵƵƐƚďĞĞǆĞĐƵƚĞĚŝŶǁƌŝƟŶŐƚŚƌŽƵŐŚĂŶ ĂŵĞŶĚŵĞŶƚĂŶĚǁŝůůŶŽƚďĞĞīĞĐƟǀĞƵŶƟůŝƚŚĂƐďĞĞŶĚƵůǇĞǆĞĐƵƚĞĚďǇƚŚĞƉĂƌƟĞƐ.

14) tĂŝǀĞƌ͘ Failure by Sourcewell to ĞŶĨŽƌĐĞany right under this Agreement will not be deemed a waiver ŽĨƐƵĐŚƌŝŐŚƚŝŶƚŚĞĞǀĞŶƚŽĨƚŚĞĐŽŶƟŶƵĂƟŽŶŽƌƌĞƉĞƟƟŽŶŽĨƚŚĞĐŝƌĐƵŵƐƚĂŶĐĞƐŐŝǀŝŶŐƌŝƐĞƚŽƐƵĐŚ right.

15) ŽŵƉůĞƚĞŐƌĞĞŵĞŶƚ͘ dŚŝƐŐƌĞĞŵĞŶƚƌĞƉƌĞƐĞŶƚƐƚŚĞĐŽŵƉůĞƚĞĂŐƌĞĞŵĞŶƚďĞƚǁĞĞŶƚŚĞƉĂƌƟĞƐ ĨŽƌ ƚŚĞƐĐŽƉĞĂƐĚĞĮŶĞĚŚĞƌĞŝŶ͘^ƵƉƉůŝĞƌĂŶĚ^ŽƵƌĐĞǁĞůůŵĂǇĞŶƚĞƌŝŶƚŽƐĞƉĂƌĂƚĞǁƌŝƩĞŶĂŐƌĞĞŵĞŶƚƐ ƌĞůĂƟŶŐƐƉĞĐŝĮĐĂůůǇƚŽƚƌĂŶƐĂĐƟŽŶƐŽƵƚƐŝĚĞŽĨƚŚĞƐĐŽƉĞŽĨƚŚŝƐŐƌĞĞŵĞŶƚ͘

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

17) /ŶĚĞŵŶŝĮĐĂƟŽŶ͘ ^ƵƉƉůŝĞƌŵƵƐƚŝŶĚĞŵŶŝĨǇ͕ĚĞĨĞŶĚ͕ƐĂǀĞ͕ĂŶĚŚŽůĚ^ŽƵƌĐĞǁĞůů͕ŝŶĐůƵĚŝŶŐƚŚĞŝƌĂŐĞŶƚƐ ĂŶĚĞŵƉůŽǇĞĞƐ͕ŚĂƌŵůĞƐƐĨƌŽŵĂŶǇĐůĂŝŵƐŽƌĐĂƵƐĞƐŽĨĂĐƟŽŶ͕ŝŶĐůƵĚŝŶŐĂƩŽƌŶĞǇƐ͛ĨĞĞƐŝŶĐƵƌƌĞĚďǇ ^ŽƵƌĐĞǁĞůů͕ĂƌŝƐŝŶŐŽƵƚŽĨĂŶǇĂĐƚŽƌŽŵŝƐƐŝŽŶŝŶƚŚĞƉĞƌĨŽƌŵĂŶĐĞŽĨƚŚŝƐ Agreement by the Supplier ŽƌŝƚƐĂŐĞŶƚƐŽƌĞŵƉůŽǇĞĞƐ͖ƚŚŝƐŝŶĚĞŵŶŝĮĐĂƟŽŶŝŶĐůƵĚĞƐŝŶũƵƌǇŽƌĚĞĂƚŚƚŽƉĞƌƐŽŶ;ƐͿŽƌƉƌŽƉĞƌƚǇ ĂůůĞŐĞĚƚŽŚĂǀĞďĞĞŶĐĂƵƐĞĚďǇƐŽŵĞĚĞĨĞĐƚŝŶĚĞƐŝŐŶ͕ĐŽŶĚŝƟŽŶ͕ŽƌƉĞƌĨŽƌŵĂŶĐĞŽĨ/ŶĐůƵĚĞĚ ^ŽůƵƟŽŶƐƵŶĚĞƌƚŚŝƐŐƌĞĞŵĞŶƚ͘^ŽƵƌĐĞǁĞůů͛ƐƌĞƐƉŽŶƐŝďŝůŝƚǇǁŝůůďĞŐŽǀĞƌŶĞĚďǇƚŚĞ^ƚĂƚĞŽĨ DŝŶŶĞƐŽƚĂ͛ƐdŽƌƚ>ŝĂďŝůŝƚǇĐƚ;DŝŶŶĞƐŽƚĂ^ƚĂƚƵƚĞƐŚĂƉƚĞƌϰϲϲͿĂŶĚŽƚŚĞƌĂƉƉůŝĐĂďůĞůĂǁ͘

091024-PSI

v052824 10

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

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

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

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

ĂĐŚƉĂƌƚǇǁŝůůďĞƌĞƐƉŽŶƐŝďůĞĨŽƌĂŶǇďƌĞĂĐŚŽĨƚŚŝƐƐĞĐƟŽŶ ďǇĂŶǇŽĨƚŚĞŝƌƌĞƐƉĞĐƟǀĞ sublicensees.

c) hƐĞ͖YƵĂůŝƚǇŽŶƚƌŽů͘
i) Neither party may ĂůƚĞƌƚŚĞŽƚŚĞƌƉĂƌƚǇ͛ƐƚƌĂĚĞŵĂƌŬƐĨƌŽŵƚŚĞĨŽƌŵƉƌŽǀŝĚĞĚĂŶĚŵƵƐƚ ĐŽŵƉůǇǁŝƚŚƌĞŵŽǀĂůƌĞƋƵĞƐƚƐĂƐƚŽƐƉĞĐŝĮĐƵƐĞƐŽĨŝƚƐƚƌĂĚĞŵĂƌŬƐŽƌůŽŐŽƐ.

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

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

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

091024-PSI

v052824 11

WĂƌƟĐŝƉĂƟŶŐ
ŶƟƚǇƚŽŶĞŐŽƟĂƚĞƚŚŝƐƚĞƌŵƚŽǁŝƚŚŝŶĂŶǇƚƌĂŶƐĂĐƟŽŶĚŽĐƵŵĞŶƚƐ.

21) ^ĞǀĞƌĂďŝůŝƚǇ͘ /ĨĂŶǇƉƌŽǀŝƐŝŽŶŽĨƚŚŝƐŐƌĞĞŵĞŶƚŝƐĨŽƵŶĚďǇĂĐŽƵƌƚŽĨĐŽŵƉĞƚĞŶƚũƵƌŝƐĚŝĐƟŽŶƚŽďĞ ŝůůĞŐĂů͕ƵŶĞŶĨŽƌĐĞĂďůĞ͕ŽƌǀŽŝĚƚŚĞŶďŽƚŚƉĂƌƟĞƐǁŝůůďĞƌĞůŝĞǀĞĚĨƌŽŵĂůůŽďůŝŐĂƟŽŶƐĂƌŝƐŝŶŐĨƌŽŵƚŚĂƚ ƉƌŽǀŝƐŝŽŶ͘/ĨƚŚĞƌĞŵĂŝŶĚĞƌŽĨƚŚŝƐŐƌĞĞŵĞŶƚŝƐĐĂƉĂďůĞŽĨďĞŝŶŐƉĞƌĨŽƌŵĞĚ͕ŝƚǁŝůůŶŽƚďĞĂīĞĐƚĞĚ ďǇƐƵĐŚĚĞƚĞƌŵŝŶĂƟŽŶŽƌĮŶĚŝŶŐĂŶĚŵƵƐƚďĞĨƵůůǇƉĞƌĨŽƌŵĞĚ͘

22) /ŶƐƵƌĂŶĐĞŽǀĞƌĂŐĞ͘ At its own expense, Supplier must maintain valid insurance policy(ies) during ƚŚĞƉĞƌĨŽƌŵĂŶĐĞŽĨƚŚŝƐŐƌĞĞŵĞŶƚǁŝƚŚŝŶƐƵƌĂŶĐĞĐŽŵƉĂŶǇ;ŝĞƐͿůŝĐĞŶƐĞĚŽƌĂƵƚŚŽƌŝǌĞĚƚŽĚŽ ďƵƐŝŶĞƐƐŝŶƚŚĞ^ƚĂƚĞŽĨDŝŶŶĞƐŽƚĂŚĂǀŝŶŐĂŶ͞D
^d͟ƌĂƟŶŐŽĨ- ŽƌďĞƩĞƌ͕ǁŝƚŚĐŽverage and
ůŝŵŝƚƐŽĨŝŶƐƵƌĂŶĐĞŶŽƚůĞƐƐƚŚĂŶƚŚĞĨŽůůŽǁŝŶŐ͗

a) ŽŵŵĞƌĐŝĂů'ĞŶĞƌĂů>ŝĂďŝůŝƚǇ/ŶƐƵƌĂŶĐĞ͘ ^ƵƉƉůŝĞƌǁŝůůŵĂŝŶƚĂŝŶŝŶƐƵƌĂŶĐĞĐŽǀĞƌŝŶŐŝƚƐŽƉĞƌĂƟŽŶƐ͕ with coverage on an occurrence basis, and must be subject to terms no less broad than the /ŶƐƵƌĂŶĐĞ^ĞƌǀŝĐĞƐKĸĐĞ;͞/^K͟ͿŽŵŵĞƌĐŝĂů'ĞŶĞƌĂů>ŝĂďŝůŝƚǇ&Žƌŵ'ϬϬϬϭ;ϮϬϬϭŽƌŶĞǁĞƌ ĞĚŝƟŽŶͿ͕ŽƌĞƋƵŝǀĂůĞŶƚ͘ƚĂŵŝŶŝŵƵŵ͕ĐŽǀĞƌĂŐĞŵƵƐƚŝŶĐůƵĚĞůŝĂďŝůŝƚǇĂƌŝƐŝŶŐĨƌŽŵƉƌĞŵŝƐĞƐ͕ ŽƉĞƌĂƟŽŶƐ͕ďŽĚŝůǇŝŶũƵƌǇĂŶĚƉƌŽƉĞƌƚǇĚĂŵĂŐĞ͕ŝŶĚĞƉĞŶĚĞŶƚĐŽŶƚƌĂĐƚŽƌƐ͕ƉƌŽĚƵĐƚƐ-completed ŽƉĞƌĂƟŽŶƐŝŶĐůƵĚŝŶŐĐŽŶƐƚƌƵĐƟŽŶĚĞĨĞĐƚ͕ĐŽŶƚƌĂĐƚƵĂůůŝĂďŝůŝƚǇ͕ďůĂŶŬĞƚĐŽŶƚƌĂĐƚƵĂůůŝĂďŝůŝƚǇ͕ĂŶĚ ƉĞƌƐŽŶĂůŝŶũƵƌǇĂŶĚĂĚǀĞƌƟƐŝŶŐŝŶũƵƌǇ͘ůůƌĞƋƵŝƌĞĚůŝŵŝƚƐ͕ƚĞƌŵƐĂŶĚĐŽŶĚŝƟŽŶƐŽĨĐŽǀĞƌĂŐĞŵƵƐƚ ďĞŵĂŝŶƚĂŝŶĞĚĚƵƌŝŶŐƚŚĞƚĞƌŵŽĨƚŚŝƐAgreement.
x Ψϭ͕ϱϬϬ͕ϬϬϬĞĂĐŚŽĐĐƵƌƌĞŶĐĞŽĚŝůǇ/ŶũƵƌǇĂŶĚWƌŽƉĞƌƚǇĂŵĂŐĞ x Ψϭ͕ϱϬϬ͕ϬϬϬWĞƌƐŽŶĂůĂŶĚĚǀĞƌƟƐŝŶŐ/ŶũƵƌǇ
x ΨϮ͕ϬϬϬ͕ϬϬϬĂŐŐƌĞŐĂƚĞĨŽƌƉƌŽĚƵĐƚƐůŝĂďŝůŝƚǇ-ĐŽŵƉůĞƚĞĚŽƉĞƌĂƟŽŶƐ x ΨϮ͕ϬϬϬ͕ϬϬϬŐĞŶĞƌĂůĂŐŐƌĞŐĂƚĞ

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

c) ĚĚŝƟŽŶĂů/ŶƐƵƌĞĚ
ŶĚŽƌƐĞŵĞŶƚĂŶĚWƌŝŵĂƌǇĂŶĚEŽŶ-ĐŽŶƚƌŝďƵƚŽƌǇ/ŶƐƵƌĂŶĐĞůĂƵƐĞ͘ Supplier ĂŐƌĞĞƐƚŽůŝƐƚ^ŽƵƌĐĞǁĞůů͕ŝŶĐůƵĚŝŶŐŝƚƐŽĸĐĞƌƐ͕ĂŐĞŶƚƐ͕ĂŶĚĞŵƉůŽǇĞĞƐ͕ĂƐĂŶĂĚĚŝƟŽŶĂůŝŶƐƵƌĞĚ ƵŶĚĞƌƚŚĞ^ƵƉƉůŝĞƌ͛ƐĐŽŵŵĞƌĐŝĂůŐĞŶĞƌĂůůŝĂďŝůŝƚǇŝŶƐƵƌĂŶĐĞƉŽůŝĐǇǁŝƚŚƌĞƐƉĞĐƚƚŽůŝĂďŝůŝƚǇĂƌŝƐŝŶŐ ŽƵƚŽĨĂĐƟǀŝƟĞƐ͕͞ŽƉĞƌĂƟŽŶƐ͕͟Žƌ͞ǁŽƌŬ͟ƉĞƌĨŽƌŵĞĚďǇŽƌŽŶďĞŚĂůĨŽĨ^ƵƉƉůŝĞƌ͕ĂŶĚƉƌŽĚƵĐƚƐ ĂŶĚĐŽŵƉůĞƚĞĚŽƉĞƌĂƟŽŶƐŽĨ^ƵƉƉůŝĞƌ ͘dŚĞƉŽůŝĐǇƉƌŽǀŝƐŝŽŶ;ƐͿŽƌĞŶĚŽƌƐĞŵĞŶƚ;ƐͿŵƵƐƚĨƵƌƚŚĞƌ provide that coverage is primary and not excess over or contributory with any other valid, ĂƉƉůŝĐĂďůĞ͕ĂŶĚĐŽůůĞĐƟďůĞŝŶƐƵƌĂŶĐĞŽƌƐĞůĨ-ŝŶƐƵƌĂŶĐĞŝŶĨŽƌĐĞĨŽƌƚŚĞĂĚĚŝƟŽŶĂůŝŶƐƵƌĞĚƐ͘

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

091024-PSI

v052824 12

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

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

ŶƟƟĞƐƚŚƌŽƵŐŚƚŚĞĚĂƚĞŽĨƚĞƌŵŝŶĂƟŽŶ͕ŝŶĐůƵĚŝŶŐƌĞƉŽƌƟŶŐĂŶĚƉĂǇŵĞŶƚŽĨĂƉƉůŝĐĂďůĞ ĚŵŝŶŝƐƚƌĂƟǀĞ&ĞĞƐ͘

24) dĞƌŵŝŶĂƟŽŶĨŽƌĂƵƐĞ͘ ^ŽƵƌĐĞǁĞůůŵĂǇƚĞƌŵŝŶĂƚĞƚŚŝƐŐƌĞĞŵĞŶƚƵƉŽŶƉƌŽǀŝĚŝŶŐǁƌŝƩĞŶŶŽƟĐĞŽĨ ŵĂƚĞƌŝĂůďƌĞĂĐŚƚŽ^ƵƉƉůŝĞƌ ͘EŽƟĐĞŵƵƐƚĚĞƐĐƌŝďĞƚŚĞďƌĞĂĐŚŝŶƌĞĂƐŽŶĂďůĞĚĞƚĂŝůĂŶĚƐƚĂƚĞƚŚĞ ŝŶƚĞŶƚƚŽƚĞƌŵŝŶĂƚĞƚŚĞŐƌĞĞŵĞŶƚ͘hƉŽŶƌĞĐĞŝƉƚŽĨEŽƟĐĞ͕ƚŚĞ^ƵƉƉůŝĞƌǁŝůůŚĂǀĞϯϬĐalendar days ŝŶǁŚŝĐŚŝƚŵƵƐƚĐƵƌĞƚŚĞďƌĞĂĐŚ͘d ĞƌŵŝŶĂƟŽŶƉƵƌƐƵĂŶƚƚŽƚŚŝƐƐĞĐƟŽŶǁŝůůŶŽƚƌĞůŝĞǀĞƚŚĞ^ƵƉƉůŝĞƌ͛Ɛ ŽďůŝŐĂƟŽŶƐƵŶĚĞƌƚŚŝƐŐƌĞĞŵĞŶƚĨŽƌany ƚƌĂŶƐĂĐƟŽŶƐĞŶƚĞƌĞĚǁŝƚŚWĂƌƟĐŝƉĂƟŶŐ ŶƟƟĞƐƚŚƌŽƵŐŚƚŚĞ
ĚĂƚĞŽĨƚĞƌŵŝŶĂƟŽŶ͕ŝŶĐůƵĚŝŶŐƌĞƉŽƌƟŶŐĂŶĚƉĂǇŵĞŶƚŽĨĂƉƉůŝĐĂďůĞĚŵŝŶŝƐƚƌĂƟǀĞ&ĞĞƐ͘

ƌƟĐůĞϯ͗
^ƵƉƉůŝĞƌKďůŝŐĂƟŽŶƐƚŽWĂƌƟĐŝƉĂƟŶŐ
ŶƟƟĞƐ

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

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

2) ^ŚŝƉƉŝŶŐ͕ĞůŝǀĞƌǇ͕ĐĐĞƉƚĂŶĐĞ͕ZĞũĞĐƟŽŶ͕ĂŶĚtĂƌƌĂŶƚǇ͘ ^ƵƉƉůŝĞƌ͛ƐƉƌŽƉŽƐĂůŵĂǇŝŶĐůƵĚĞƉƌŽƉŽƐĞĚ ƚĞƌŵƐƌĞůĂƟŶŐƚŽƐŚŝƉƉŝŶŐ͕ĚĞůŝǀĞƌǇ͕ŝŶƐƉĞĐƟŽŶ͕ĂŶĚĂĐĐĞƉƚĂŶĐĞͬƌĞũĞĐƟŽŶ and other relevant terms ŽĨƚĞŶĚĞƌĞĚ^ŽůƵƟŽŶƐ͘^ƵƉƉůŝĞƌĂŶĚWĂƌƟĐŝƉĂƟŶŐ
ŶƟƚǇŵĂǇŶĞŐŽƟĂƚĞĮŶĂůƚĞƌŵƐĂƉƉƌŽƉƌŝĂƚĞĨŽƌƚŚĞ
ƐƉĞĐŝĮĐƚƌĂŶƐĂĐƟŽŶƌĞůĂƟŶŐƚŽnon-ĂƉƉƌŽƉƌŝĂƟŽŶ͕ƐŚŝƉƉŝŶŐ͕ĚĞůŝǀĞƌǇ͕ŝŶƐƉĞĐƟŽŶ͕ ĂĐĐĞƉƚĂŶĐĞͬƌĞũĞĐƟŽŶŽĨƚĞŶĚĞƌĞĚ ^ŽůƵƟŽŶƐ͕ĂŶĚǁĂƌƌĂŶƚǇĐŽǀĞƌĂŐĞĨŽƌ/ŶĐůƵĚĞĚ^ŽůƵƟŽŶƐ͘^ƵĐŚ terms may include, but are not lŝŵŝƚĞĚƚŽ͕ĐŽƐƚƐ͕ƌŝƐŬŽĨůŽƐƐ͕ƉƌŽƉĞƌƉĂĐŬĂŐŝŶŐ͕ŝŶƐƉĞĐƟŽŶƌŝŐŚƚƐĂŶĚ ƟŵĞůŝŶĞƐ͕ĂĐĐĞƉƚĂŶĐĞŽƌƌĞũĞĐƟŽŶƉƌŽĐĞĚƵƌĞƐ͕ĂŶĚƌĞŵĞĚŝĞƐĂƐŵƵƚƵĂůůǇĂŐƌĞĞĚŝŶĐůƵĚĞŶŽƟĐĞ ƌĞƋƵŝƌĞŵĞŶƚƐ͕ƌĞƉůĂĐĞŵĞŶƚ͕ƌĞƚƵƌŶŽƌĞǆĐŚĂŶŐĞƉƌŽĐĞĚƵƌĞƐ͕ĂŶĚĂƐƐŽĐŝĂƚĞĚĐŽƐƚƐ͘

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

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

091024-PSI

v052824 13

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

ŶƟƚǇŵƵƐƚŝŶĐůƵĚĞƐƉĞĐŝĮĐƌĞĨĞƌĞŶĐĞƚŽƚŚŝƐDĂƐƚĞƌŐƌĞĞŵĞŶƚďǇŶƵŵďĞƌĂŶĚƚŽWĂƌƟĐŝƉĂƟŶŐ

ŶƟƚǇ͛ƐƵŶŝƋƵĞ^ŽƵƌĐĞǁĞůůaccount number.

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

ŶƟƚǇƚŽĂĚĚƌĞƐƐĂŶǇŶĞĐĞƐƐĂƌǇƉƌŽǀŝƐŝŽŶƐǁŝƚŚŝŶƚƌĂŶƐĂĐƟŽŶĚŽĐƵŵĞŶƚƐŶŽƚĞǆƉƌĞƐƐůǇŝŶĐůƵĚĞĚ ǁŝƚŚŝŶƚŚŝƐDĂƐƚĞƌŐƌĞĞŵĞŶƚ͕ŝŶĐůƵĚŝŶŐďƵƚŶŽƚůŝŵŝƚĞĚƚŽƚƌĂŶƐĂĐƟŽŶĐĂŶĐĞůůĂƟŽŶ͕ĚŝƐƉƵƚĞ ƌĞƐŽůƵƟŽŶ͕ŐŽǀĞƌŶŝŶŐůĂǁĂŶĚǀĞŶƵĞ͕ŶŽŶ-ĂƉƉƌŽƉƌŝĂƟŽŶ͕ŝŶƐƵƌĂŶĐĞ͕ĚĞĨĞŶƐĞĂŶĚŝŶĚĞŵŶŝƚǇ͕ĨŽƌĐĞ majeure, and other material terms as mutually agreed.

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

ŶƟƚǇ.

8) WĂƌƟĐŝƉĂƟŶŐĚĚĞŶĚƵŵƐ͘ ^ƵƉƉůŝĞƌĂŶĚWĂƌƟĐŝƉĂƟŶŐ
ŶƟƚǇŵĂǇĞŶƚĞƌĂWĂƌƟĐŝƉĂƟŶŐĚĚĞŶĚƵŵŽƌ
ƐŝŵŝůĂƌĚŽĐƵŵĞŶƚĞǆƚĞŶĚŝŶŐĂŶĚƐƵƉƉůĞŵĞŶƟŶŐƚŚĞƚĞƌŵƐŽĨƚŚŝƐDĂƐƚĞƌŐƌĞĞŵĞŶƚƚŽĨĂĐŝůŝƚĂƚĞ ĂĚŽƉƟŽŶĂƐŵĂǇďĞƌĞƋƵŝƌĞĚďǇĂWĂƌƟĐŝƉĂƟŶŐ
ŶƟƚǇ͘

Sourcewell Polaris Sales Inc.

Ǉ͗ͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺ Ǉ͗ͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺ :ĞƌĞŵǇ^ĐŚǁĂƌƚǌ Nicholai Francis
dŝƚůĞ͗ŚŝĞĨWƌŽĐƵƌĞŵĞŶƚKĨĨŝĐĞƌ dŝƚůĞ͗sŝĐĞPresident-Polaris Government & ĞĨĞŶƐĞ

ĂƚĞ͗ͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺ

5)3
8WLOLW\7UDQVSRUW*ROIDQG5HFUHDWLRQ9HKLFOHV
9HQGRU'HWDLOV
&RPSDQ\1DPH
3RODULV6DOHV,QF
'RHV\RXUFRPSDQ\FRQGXFW
EXVLQHVVXQGHUDQ\RWKHUQDPH",I
\HVSOHDVHVWDWH

1R
$GGUHVV

+Z\
0HGLQD01
&RQWDFW
0LFKDHO&RQUDG
(PDLO
PLNHFRQUDG#SRODULVFRP
3KRQH

+67

6XEPLVVLRQ'HWDLOV
&UHDWHG2Q
7XHVGD\-XO\

6XEPLWWHG2Q
7XHVGD\6HSWHPEHU

6XEPLWWHG%\
0LFKDHO&RQUDG
(PDLO
PLNHFRQUDG#SRODULVFRP
7UDQVDFWLRQ
E
HDD
IDGIDHIDE
6XEPLWWHU
V,3$GGUHVV

Bid Number: RFP 091024 Vendor Name: Polaris Sales Inc.

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

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

7DEOH6SHFLILF,QVWUXFWLRQV6RXUFHZHOOUHTXLUHVLGHQWLILFDWLRQRIDOOSDUWLHVUHVSRQVLEOHIRUSURYLGLQJ6ROXWLRQVXQGHUDUHVXOWLQJPDVWHU

DJUHHPHQW
V

5HVSRQVLEOH6XSSOLHU
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¶VFRUSRUDWHRUJDQL]DWLRQDIILOLDWLRQ /LQH
,WHP 4XHVWLRQ 5HVSRQVH
3URYLGHௐWKHௐOHJDOௐQDPHௐRIௐWKHௐ3URSRVHUௐ
DXWKRUL]HGௐWRௐVXEPLWௐWKLVௐ3URSRVDO
3RODULVௐ6DOHVௐ,QF
,QௐWKHௐHYHQWௐRIௐDZDUGௐLVௐWKLVௐHQWLW\ௐWKHௐ
5HVSRQVLEOHௐ6XSSOLHUௐWKDWௐZLOOௐH[HFXWHௐWKHௐ
PDVWHUௐDJUHHPHQWௐZLWKௐ6RXUFHZHOO"ௐ<ௐRUௐ1
<

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

3RODULVௐ*RYHUQPHQWௐ ௐ'HIHQVHௐ3RODULVௐ&RPPHUFLDO

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

&DJHௐ&RGH
ௐ)3

8(,
ௐ(/6(0-=1

3URYLGHௐ\RXUௐ1$,&6ௐFRGHௐDSSOLFDEOHௐWRௐ
6ROXWLRQVௐSURSRVHG

3URSRVHUௐ3K\VLFDOௐ$GGUHVV
ௐ+Z\ௐ
0HGLQDௐ01ௐ
3URSRVHUௐZHEVLWHௐDGGUHVVௐ
RUௐDGGUHVVHV

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

1LFKRODLௐ)UDQFLV
9LFHௐ3UHVLGHQWௐௐ3RODULVௐ*RYHUQPHQWௐ ௐ'HIHQVH
ௐ+Z\ௐௐ0HGLQDௐ01ௐ
1LFKRODLIUDQFLV#SRODULVFRP

3URSRVHU
VௐSULPDU\ௐFRQWDFWௐIRUௐWKLVௐSURSRVDOௐ

QDPHௐWLWOHௐDGGUHVVௐHPDLOௐDGGUHVVௐ ௐSKRQH

0LFKDHOௐ&RQUDG
0DQDJHUௐ3URJUDPVௐ ௐ&RQWUDFWVௐ
ௐ+Z\ௐௐ0HGLQDௐ01ௐ
PLNHFRQUDG#SRODULVFRPௐ

3URSRVHU
VௐRWKHUௐFRQWDFWVௐIRUௐWKLVௐSURSRVDOௐLIௐ
DQ\ௐ
QDPHௐWLWOHௐDGGUHVVௐHPDLOௐDGGUHVVௐ ௐ
SKRQH

-LPௐ%XUN
6Uௐ,QVLGHௐ6DOHVௐ5HSUHVHQWDWLYH
ௐ+Z\ௐௐ0HGLQDௐ01ௐ
MLPEXUN#SRODULVFRP

7DEOH$
)LQDQFLDO9LDELOLW\DQG0DUNHWSODFH6XFFHVV
3RLQWV

/LQH
,WHP 4XHVWLRQ 5HVSRQVH
Bid Number: RFP 091024 Vendor Name: Polaris Sales Inc.

3URYLGHௐDௐEULHIௐKLVWRU\ௐRIௐ\RXUௐFRPSDQ\ௐ
LQFOXGLQJௐ\RXUௐFRPSDQ\¶VௐFRUHௐYDOXHVௐ
EXVLQHVVௐSKLORVRSK\ௐDQGௐLQGXVWU\ௐORQJHYLW\ௐ
UHODWHGௐWRௐWKHௐUHTXHVWHGௐ6ROXWLRQV
6LQFHௐRXUௐIRXQGLQJௐLQௐ
ௐZH
YHௐEHHQௐPDNLQJௐKLJKTXDOLW\ௐEUHDNWKURXJKௐSURGXFWVௐ
DQGௐEURDGHQLQJௐWKHௐYLHZௐRIௐSRZHUVSRUWV²ZKHWKHUௐLW
VௐODXQFKLQJௐWKHௐVQRZPRELOHௐ
LQGXVWU\ௐUHLQYHQWLQJௐ$79ௐDQGௐ2IIௐ5RDGௐ9HKLFOHௐFDWHJRULHVௐ\HDUௐDIWHUௐ\HDUௐGHYHORSLQJௐ WKHௐILUVWௐSXUSRVHEXLOWௐPLOLWDU\ௐYHKLFOHVௐLQWURGXFLQJௐDௐUDGLFDOௐZKHHOௐPRWRURDGVWHUௐRUௐ JHWWLQJௐSHRSOHௐWRௐH[SORUHௐWKHௐRXWGRRUVௐE\ௐSURYLGLQJௐDௐQHWZRUNௐRIௐULGHௐDQGௐGULYHௐ DGYHQWXUHV
)URPௐRXUௐHQWUHSUHQHXULDOௐURRWVௐDVௐDௐPHFKDQLFDOௐVKRSௐZH YHௐJURZQௐLQWRௐDௐJOREDOௐ
OHDGHUௐZLWKௐPRUHௐWKDQௐௐEUDQGVௐDQGௐPXOWLSOHௐVHUYLFHVௐUHVSRQVLEOHௐIRUௐWKHௐFRPSDQ\¶Vௐ JURZWKௐLQWRௐDௐPDMRUௐLQIOXHQFHUௐRIௐSRZHUVSRUWVௐDQGௐEH\RQGௐ$QGௐLQௐUHFHQWௐ\HDUVௐZH¶YHௐ WKRXJKWIXOO\ௐH[SDQGHGௐRXUௐSURGXFWௐDFFHVVRU\ௐDQGௐVHUYLFHௐSRUWIROLRௐEH\RQGௐSRZHUVSRUWVௐ ZLWKௐLQGXVWULDOௐFRPPHUFLDOௐJRYHUQPHQWௐDQGௐPLOLWDU\ௐFXVWRPHUVௐEDVHGௐRQௐFXVWRPHUௐ IHHGEDFNௐDQGௐEURDGHQLQJௐDSSOLFDWLRQVௐIRUௐLWVௐHOHFWULFௐJDVௐDQGௐGLHVHOௐSRZHUHGௐ YHKLFOHV
:HௐVXSSRUWௐDQGௐVHUYHௐRXUௐHPSOR\HHVௐFXVWRPHUVௐDQGௐWKHௐFRPPXQLWLHVௐLQௐZKLFKௐZHௐ ZRUNௐOLYHௐDQGௐULGHௐWKURXJKௐDௐFRPPLWPHQWௐWRௐTXDOLW\ௐDQGௐVDIHW\ௐDQGௐHQYLURQPHQWDOௐ VWHZDUGVKLSௐ8QGHUௐRXUௐJXLGLQJௐSULQFLSOHௐRIௐ%HVWௐ3HRSOHௐ%HVWௐ7HDPௐZHௐDUHௐ FRPPLWWHGௐWRௐKHOSLQJௐRXUௐHPSOR\HHVௐXQOHDVKௐWKHLUௐIXOOௐSRWHQWLDOௐDQGௐGHYHORSௐWKHLUௐ VNLOOVௐWRௐWKULYHௐLQௐDௐFXVWRPHUFHQWULFௐHQYLURQPHQW
:HௐOHDGௐDௐEXVLQHVVௐWKDWௐLVௐGULYHQௐE\ௐLQQRYDWLRQௐDQGௐ3RODULVௐFRQWLQXHVௐWRௐ7KLQNௐ 2XWVLGHௐE\ௐRIIHULQJௐDௐGLYHUVHௐSRUWIROLRௐRIௐEHVWLQFODVVௐEUDQGVௐZKLFKௐUHIOHFWௐZKRௐZHௐ DUHௐDVௐZHOOௐDVௐRXUௐSLRQHHULQJௐDSSURDFKௐWRௐDOZD\VௐLPSURYHௐKRZௐRXUௐFXVWRPHUVௐZRUNௐ DQGௐSOD\ௐRXWGRRUV
2XUௐYLVLRQௐLVௐWRௐIXHOௐWKHௐSDVVLRQௐRIௐULGHUVௐZRUNHUVௐDQGௐRXWGRRUVௐHQWKXVLDVWVௐDURXQGௐ WKHௐZRUOGௐE\ௐGHOLYHULQJௐLQQRYDWLYHௐKLJKTXDOLW\ௐYHKLFOHVௐSURGXFWVௐVHUYLFHVௐDQGௐ H[SHULHQFHVௐWKDWௐHQULFKௐWKHLUௐOLYHV
2XUௐ*XLGLQJௐ3ULQFLSOHVௐDUH
ௐௐௐௐ%HVWௐSHRSOHௐEHVWௐWHDP
ௐௐௐௐ6DIHW\ௐDQGௐHWKLFVௐDOZD\V
ௐௐௐௐ&XVWRPHUௐ/R\DOW\

:KDWௐDUHௐ\RXUௐFRPSDQ\¶VௐH[SHFWDWLRQVௐLQௐWKHௐ
HYHQWௐRIௐDQௐDZDUG"
-XVWௐDVௐRXUௐFRPSDQ\ௐYLVLRQௐVWDWHPHQWௐVD\Vௐ3RODULVௐZLOOௐIXHOௐWKHௐSDVVLRQௐRIௐULGHUVௐ ZRUNHUVௐDQGௐRXWGRRUௐHQWKXVLDVWVௐDURXQGௐWKHௐZRUOGௐE\ௐGHOLYHULQJௐLQQRYDWLYHௐKLJKௐ TXDOLW\ௐYHKLFOHVௐSURGXFWVௐDQGௐVHUYLFHVௐDQGௐH[SHULHQFHVௐWKDWௐHQULFKௐWKHLUௐOLYHVௐ,QௐWKHௐ HYHQWௐRIௐDQௐDZDUGௐ3RODULVௐLVௐFRPPLWWHGௐWRௐFRQWLQXLQJௐWRௐSURYLGHௐYHKLFOHVௐ ௐVXSSRUWௐ WKDWௐHQDEOHௐJRYHUQPHQWௐVFKRROVௐDQGௐQRQSURILWVௐWRௐVXFFHHGௐLQௐWKHLUௐZRUNௐDQGௐ FRPPXQLWLHVௐ3XWௐVLPSO\ௐZHௐZLOOௐSURYLGHௐWKHௐDSSURSULDWHௐYHKLFOHௐIRUௐWKHௐVSHFLILFௐ GHVLUHGௐVROXWLRQௐRIௐWKHௐ6RXUFHZHOOௐPHPEHUௐDQGௐFRQWLQXHௐWRௐKRQRUௐRXUௐDELOLW\ௐWRௐVHOOௐ WKURXJKௐWKLVௐFRQWUDFWௐZKLOHௐHQJDJLQJௐRXUௐGHDOHUௐQHWZRUNௐWRௐSURPRWHௐWKLVௐFRQWUDFWௐ GXULQJௐWKHLUௐVDOHVௐSURFHVVௐ,QௐDGGLWLRQௐZHௐZLOOௐFRQWLQXHௐWRௐSURPRWHௐWKHௐ6RXUFHZHOOௐ FRQWUDFWௐRQௐRXUௐZHEVLWHௐWKURXJKௐPDUNHWLQJௐPDWHULDOVௐDQGௐDWௐWUDGHௐVKRZVௐ7KHVHௐ HIIRUWVௐZLOOௐHQDEOHௐXVௐWRௐDFKLHYHௐRXUௐJRDOௐRIௐLQFUHDVLQJௐVDOHVௐWKURXJKௐWKHௐ6RXUFHZHOOௐ FRQWUDFWௐE\ௐௐDQQXDOO\

'HPRQVWUDWHௐ\RXUௐILQDQFLDOௐVWUHQJWKௐDQGௐ
VWDELOLW\ௐZLWKௐPHDQLQJIXOௐGDWDௐ7KLVௐFRXOGௐ
LQFOXGHௐVXFKௐLWHPVௐDVௐILQDQFLDOௐVWDWHPHQWVௐ
6(&ௐILOLQJVௐFUHGLWௐDQGௐERQGௐUDWLQJVௐOHWWHUVௐ
RIௐFUHGLWௐDQGௐGHWDLOHGௐUHIHUHQFHௐOHWWHUVௐ
8SORDGௐVXSSRUWLQJௐGRFXPHQWVௐ
DVௐDSSOLFDEOH
ௐ
LQௐWKHௐGRFXPHQWௐXSORDGௐVHFWLRQௐRIௐ\RXUௐ
UHVSRQVHௐ'2ௐ127ௐ3529,'(ௐ$1<ௐ7$;ௐ
,1)250$7,21ௐ25ௐ3(5621$//<ௐ
,'(17,),$%/(ௐ,1)250$7,21
3RODULVௐ,QFௐLVௐDௐ)RUWXQHௐௐFRPSDQ\ௐZKLFKௐWUDGHVௐRQௐWKHௐ1HZௐ<RUNௐ6WRFNௐ ([FKDQJHௐXQGHUௐWKHௐV\PEROௐ3,,ௐ,QௐWKHௐPRVWௐUHFHQWO\ௐFRPSOHWHGௐILVFDOௐ\HDUௐௐ 3RODULVௐKDGௐUHYHQXHVௐRIௐ
%ௐZLWKௐDௐJURVVௐSURILWௐRIௐ%ௐDQGௐDௐQHWௐSURILWௐRI
0ௐ(DUQLQJVௐSHUௐVKDUHௐZHUHௐௐ$ௐFRS\ௐRIௐWKHௐௐ$QQXDOௐ5HSRUWௐKDVௐ EHHQௐXSORDGHGௐWRௐSURYLGHௐIXUWKHUௐGHWDLOV
:KDWௐLVௐ\RXUௐ86ௐPDUNHWௐVKDUHௐIRUௐWKHௐ
VROXWLRQVௐWKDWௐ\RXௐDUHௐSURSRVLQJ"
3RODULV
Vௐ86ௐPDUNHWௐVKDUHௐIRUௐWKHௐYDULRXVௐFDWHJRULHVௐDUHௐDVௐIROORZV ௐ
$79ௐ
6SRUWVPDQ
ௐ ௐ
6LGHௐE\ௐ6LGHௐ
5$1*(5
ௐ ௐௐௐ
6QRZPRELOHVௐ ௐ

:KDWௐLVௐ\RXUௐ&DQDGLDQௐPDUNHWௐVKDUHௐIRUௐWKHௐ
VROXWLRQVௐWKDWௐ\RXௐDUHௐSURSRVLQJ"
3RODULV
Vௐ&DQDGDௐPDUNHWௐVKDUHௐIRUௐWKHௐYDULRXVௐFDWHJRULHVௐDUHௐDVௐIROORZV ௐ
$79ௐ
6SRUWVPDQ
ௐ ௐ

6LGHௐE\ௐ6LGHௐ
5$1*(5
ௐ ௐௐௐ
6QRZPRELOHVௐ ௐ

'LVFORVHௐDOOௐFXUUHQWௐDQGௐFRPSOHWHGௐEDQNUXSWF\ௐ
SURFHHGLQJVௐIRUௐ3URSRVHUௐDQGௐDQ\ௐLQFOXGHGௐ
SRVVLEOHௐ5HVSRQVLEOHௐ3DUW\ௐZLWKLQௐWKHௐSDVWௐ
VHYHQௐ\HDUVௐ3URSRVHUௐPXVWௐSURYLGHௐQRWLFHௐLQௐ
ZULWLQJௐWRௐ6RXUFHZHOOௐLIௐLWௐHQWHUVௐDௐEDQNUXSWF\ௐ
SURFHHGLQJௐDWௐDQ\ௐWLPHௐGXULQJௐWKHௐSHQGHQF\ௐ
RIௐWKLVௐ5)3ௐHYDOXDWLRQ
3RODULVௐ,QFௐKDVௐQHYHUௐSHWLWLRQHGௐIRUௐEDQNUXSWF\ௐSURWHFWLRQ
Bid Number: RFP 091024 Vendor Name: Polaris Sales Inc.

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

D
ௐௐௐௐ,Iௐ\RXUௐFRPSDQ\ௐLVௐEHVWௐGHVFULEHGௐDVௐDௐ
GLVWULEXWRUGHDOHUUHVHOOHUௐ
RUௐVLPLODUௐHQWLW\
ௐ
SURYLGHௐ\RXUௐZULWWHQௐDXWKRUL]DWLRQௐWRௐDFWௐDVௐDௐ
GLVWULEXWRUGHDOHUUHVHOOHUௐIRUௐWKHௐPDQXIDFWXUHUௐ
RIௐWKHௐSURGXFWVௐSURSRVHGௐLQௐWKLVௐ5)3ௐ,Iௐ
DSSOLFDEOHௐLVௐ\RXUௐGHDOHUௐQHWZRUNௐ
LQGHSHQGHQWௐRUௐFRPSDQ\ௐRZQHG"
E
ௐௐௐௐ,Iௐ\RXUௐFRPSDQ\ௐLVௐEHVWௐGHVFULEHGௐDVௐDௐ
PDQXIDFWXUHUௐRUௐVHUYLFHௐSURYLGHUௐGHVFULEHௐ
\RXUௐUHODWLRQVKLSௐZLWKௐ\RXUௐVDOHVௐDQGௐVHUYLFHௐ
IRUFHௐDQGௐZLWKௐ\RXUௐGHDOHUௐQHWZRUNௐLQௐ
GHOLYHULQJௐWKHௐSURGXFWVௐDQGௐVHUYLFHVௐSURSRVHGௐ
LQௐWKLVௐ5)3ௐ$UHௐWKHVHௐLQGLYLGXDOVௐ\RXUௐ
HPSOR\HHVௐRUௐWKHௐHPSOR\HHVௐRIௐDௐWKLUGௐSDUW\"
3RODULVௐLVௐDQௐ2ULJLQDOௐ(TXLSPHQWௐ0DQXIDFWXUHUௐ
2(0
ௐ2XUௐGHDOHUGLVWULEXWRUௐQHWZRUNௐ
LVௐLQGHSHQGHQWௐ3RODULVௐSURYLGHVௐYHKLFOHௐVHWXSௐDQGௐSUHGHOLYHU\ௐLQVSHFWLRQௐDWௐ GHGLFDWHGௐ86EDVHGௐXSILWௐIDFLOLWLHVௐRUௐWKURXJKௐRXUௐGHDOHUௐQHWZRUNௐ6HUYLFHௐVXSSRUWௐ DQGௐZDUUDQW\ௐRIௐYHKLFOHVௐDIWHUௐGHOLYHU\ௐFDQௐEHௐDFFRPSOLVKHGௐWKURXJKௐRQHௐRIௐRXUௐRYHUௐ ௐLQGHSHQGHQWௐGHDOHUVௐORFDWHGௐWKURXJKௐ1RUWKௐ$PHULFDௐ7KHௐORFDWLRQௐRIௐDௐQHDUHVWௐ 'HDOHUௐFDQௐEHௐGHWHUPLQHGௐWKURXJKௐWKHௐIROORZLQJௐZHEOLQN
ௐKWWSV
ZZZSRODULVFRPHQ
XVGHDOHUORFDWRU

,IௐDSSOLFDEOHௐSURYLGHௐDௐGHWDLOHGௐH[SODQDWLRQௐ
RXWOLQLQJௐWKHௐOLFHQVHVௐDQGௐFHUWLILFDWLRQVௐWKDWௐ
DUHௐERWKௐUHTXLUHGௐWRௐEHௐKHOGௐDQGௐDFWXDOO\ௐ
KHOGௐE\ௐ\RXUௐRUJDQL]DWLRQௐ
LQFOXGLQJௐWKLUGௐ
SDUWLHVௐDQGௐVXEFRQWUDFWRUVௐWKDWௐ\RXௐXVH
ௐLQௐ
SXUVXLWௐRIௐWKHௐEXVLQHVVௐFRQWHPSODWHGௐE\ௐWKLVௐ
5)3
3RODULVௐ6DOHVௐ,QFௐDQGRUௐLWVௐGHDOHUௐQHWZRUNௐKDYHௐDOOௐWKHௐQHFHVVDU\ௐOLFHQVHVௐDQGௐ FHUWLILFDWLRQVௐWRௐFRQGXFWௐEXVLQHVVௐLQௐDOOௐௐVWDWHVௐ$XWKRUL]HGௐGHDOHUVௐVLJQௐDௐ3RODULVௐ GHDOHUௐDJUHHPHQWௐDQQXDOO\ௐZKLFKௐRXWOLQHVௐVSHFLILFௐGHDOHUௐUHTXLUHPHQWVௐDQGௐSROLFLHV

'LVFORVHௐDOOௐFXUUHQWௐDQGௐSDVWௐGHEDUPHQWVௐRUௐ
VXVSHQVLRQVௐIRUௐ3URSRVHUௐDQGௐDQ\ௐLQFOXGHGௐ
SRVVLEOHௐ5HVSRQVLEOHௐ3DUW\ௐZLWKLQௐWKHௐSDVWௐ
VHYHQௐ\HDUVௐ3URSRVHUௐPXVWௐSURYLGHௐQRWLFHௐLQௐ
ZULWLQJௐWRௐ6RXUFHZHOOௐLIௐLWௐHQWHUVௐDௐGHEDUPHQWௐ
RUௐVXVSHQVLRQௐVWDWXVௐDQ\ௐWLPHௐGXULQJௐWKHௐ
SHQGHQF\ௐRIௐWKLVௐ5)3ௐHYDOXDWLRQ
3RODULVௐKDVௐQHLWKHUௐEHHQௐVXVSHQGHGௐQRUௐGHEDUUHGௐLQௐWKHௐODVWௐVHYHQௐ\HDUV
'HVFULEHௐDQ\ௐUHOHYDQWௐLQGXVWU\ௐDZDUGVௐRUௐ
UHFRJQLWLRQௐWKDWௐ\RXUௐFRPSDQ\ௐKDVௐUHFHLYHGௐLQௐ
WKHௐSDVWௐILYHௐ\HDUV
ௐ0H[LFRௐ*UHDWௐ3ODFHVௐWRௐ:RUNௐௐ%HVWௐ:RUNSODFHV
ௐ1HZVZHHNௐௐ0RVWௐ7UXVWZRUWK\ௐ&RPSDQLHVௐLQௐ$PHULFD
ௐ(WKLVSHUHௐௐ:RUOG
Vௐ0RVWௐ(WKLFDOௐ&RPSDQLHV
ௐ)RUEHVௐௐ:RUOG
Vௐ%HVWௐ(PSOR\HUV
ௐ)RUEHVௐௐ$PHULFD
Vௐ%HVWௐ/DUJHVWௐ(PSOR\HUV

:KDWௐSHUFHQWDJHௐRIௐ\RXUௐVDOHVௐDUHௐWRௐWKHௐ
JRYHUQPHQWDOௐVHFWRUௐLQௐWKHௐSDVWௐWKUHHௐ\HDUV"
6DOHVௐWRௐJRYHUQPHQWௐDJHQFLHVௐKDYHௐJURZQௐHDFKௐRIௐWKH
SDVWௐWKUHHௐ\HDUVௐ1RUWKௐ$PHULFDQௐVDOHVௐWRௐWKHVHௐHQWLWLHVௐDUHௐKDQGOHGௐLQVLGHௐRIௐWKHௐ2II 5RDGௐ9HKLFOHௐGLYLVLRQௐRIௐZKLFKௐ3RODULVௐ*RYHUQPHQWௐ ௐ'HIHQVHௐDQG 3RODULVௐ&RPPHUFLDOௐEXVLQHVVௐVHJPHQWVௐUHSRUW
3RODULVௐ*RYHUQPHQWௐ ௐ'HIHQVHௐDQGௐ3RODULVௐ&RPPHUFLDOௐUHSUHVHQWௐௐRUௐaௐ PLOOLRQௐRIௐWKHௐௐWRWDOௐ3RODULV
VDOHVௐ1HDUO\ௐௐRIௐ3RODULVௐ*RYHUQPHQWௐ ௐ'HIHQVHௐVDOHVௐDUHௐLQௐWKHௐJRYHUQPHQW DQGௐHGXFDWLRQDOௐVHFWRUௐ:KHUHDVௐLWௐUHSUHVHQWVௐURXJKO\ௐௐRIௐWKHௐ&RPPHUFLDO VHJPHQWௐVDOHV

:KDWௐSHUFHQWDJHௐRIௐ\RXUௐVDOHVௐDUHௐWRௐWKHௐ
HGXFDWLRQௐVHFWRUௐLQௐWKHௐSDVWௐWKUHHௐ\HDUV"
6DOHVௐWRௐJRYHUQPHQWௐHGXFDWLRQௐDQGௐQRQSURILWௐDJHQFLHVௐKDYHௐJURZQௐHDFKௐRIௐWKH SDVWௐWKUHHௐ\HDUVௐ,QௐDJJUHJDWHௐVDOHVௐWRௐWKHௐHGXFDWLRQௐVHFWRUௐUHSUHVHQWௐௐRI WRWDOௐVDOHVௐIRUௐ3RODULVௐ*RYHUQPHQWௐ ௐ'HIHQVH

/LVWௐDOOௐVWDWHௐFRRSHUDWLYHௐSXUFKDVLQJௐ
DJUHHPHQWVௐWKDWௐ\RXௐKROGௐ:KDWௐLVௐWKHௐDQQXDOௐ
VDOHVௐYROXPHௐIRUௐHDFKௐRIௐWKHVHௐDJUHHPHQWௐ
RYHUௐWKHௐSDVWௐWKUHHௐ\HDUV"
,QௐDGGLWLRQௐWRௐWKHௐFRRSHUDWLYHௐSXUFKDVLQJௐDJUHHPHQWௐWKDWௐ3RODULVௐKDVௐZLWKௐ6RXUFHZHOO 3RODULVௐPDLQWDLQVௐDGGHQGXPVULGHUVௐZLWKௐVHYHQௐPXQLFLSDOLWLHVௐDQGௐIRXUௐVWDWHVௐZLWKௐ WKUHHௐ\HDUVௐVDOHVௐLQௐH[FHVVௐRIௐ0ௐDVௐZHOOௐDVௐVHYHUDOௐ1DWLRQDOௐ0DVWHUௐ6WDQGLQJௐ 2IIHUVௐZLWKௐ3XEOLFௐ:RUNVௐDQGௐ*RYHUQPHQWௐ6HUYLFHVௐ&DQDGDௐZKLFKௐKDYHௐWKUHHௐ\HDUௐ VDOHVௐMXVWௐOHVVௐWKDQௐ0

/LVWௐDQ\ௐ*6$ௐFRQWUDFWVௐRUௐ6WDQGLQJௐ2IIHUVௐ
DQGௐ6XSSO\ௐ$UUDQJHPHQWVௐ
626$
ௐWKDWௐ\RXௐ
KROGௐ:KDWௐLVௐWKHௐDQQXDOௐVDOHVௐYROXPHௐIRUௐ
HDFKௐRIௐWKHVHௐFRQWUDFWVௐRYHUௐWKHௐSDVWௐWKUHHௐ
\HDUV"
:KLOHௐ3RODULVௐSUHYLRXVO\ௐKHOGௐ*6$ௐ6FKHGXOHௐFRQWUDFWVௐIRUௐVHOOLQJௐLQWRௐWKHௐ86*ௐZHௐ KDYHௐRSWHGௐWRௐZRUNௐWKURXJKௐUGௐSDUW\ௐUHVHOOHUVௐWRௐRIIHUௐRXUௐSURGXFWௐWRௐ)HGHUDOௐ DJHQFLHVௐWRௐEHWWHUௐVHUYHௐRXUௐFXVWRPHUVௐUHTXLUHPHQWVௐIRUௐVPDOOௐEXVLQHVVௐVHWDVLGHVௐௐ :HௐFXUUHQWO\ௐSDUWQHUௐZLWKௐWZRௐVHUYLFHௐGLVDEOHGௐYHWHUDQௐRZQHGௐEXVLQHVVHVௐ 6'926%
ௐ
WRௐRIIHUௐRXUௐSURGXFWVௐRQௐ*6$ௐௐ7KUHHௐ\HDUௐVDOHVௐWKURXJKௐ*6$ௐDQGௐ*6$ௐSDUWQHUVௐ a0
'HIHQVHௐ/RJLVWLFVௐ$JHQF\ௐ+HDY\ௐ(TXLSPHQWௐ3URFXUHPHQWௐ3ODQௐ '/$ௐ+(33
ௐ63((&
'ௐௐ7KUHHௐ\HDUௐVDOHVௐ!0

Bid Number: RFP 091024 Vendor Name: Polaris Sales Inc.

7DEOH%
5HIHUHQFHV7HVWLPRQLDOV
/LQH,WHP6XSSO\UHIHUHQFHLQIRUPDWLRQIURPWKUHHFXVWRPHUVZKRDUHHOLJLEOHWREH6RXUFHZHOOSDUWLFLSDWLQJHQWLWLHV (QWLW\1DPH
&RQWDFW1DPH
3KRQH1XPEHU
(DVWௐ%D\ௐ5HJLRQDOௐ3DUN
2ULQGDௐ&$
-DVRQௐ0F&U\VWOH
)OHHWௐ0DQDJHU
MPFFUVWVWOH#HESDUNVRUJ

0LFKLJDQௐ'15 0HOLVDௐ3RWWV
3RWWV0#PLFKLJDQJRY

&LW\ௐRIௐ0LDPL -RKQௐ)ௐ%DERVௐ-U

7DEOH
$ELOLW\WR6HOODQG'HOLYHU6ROXWLRQV
3RLQWV

'HVFULEH\RXUFRPSDQ\¶VFDSDELOLW\WRPHHWWKHQHHGVRI6RXUFHZHOOSDUWLFLSDWLQJHQWLWLHVDFURVVWKH86DQG&DQDGDDVDSSOLFDEOH<RXU UHVSRQVHVKRXOGDGGUHVVLQGHWDLODWOHDVWWKHIROORZLQJDUHDV ORFDWLRQVRI\RXUQHWZRUNRIVDOHVDQGVHUYLFHSURYLGHUVWKHQXPEHURI ZRUNHUV
IXOOWLPHHTXLYDOHQWV
LQYROYHGLQHDFKVHFWRUZKHWKHUWKHVHZRUNHUVDUH\RXUGLUHFWHPSOR\HHV RUHPSOR\HHVRIDWKLUGSDUW\

DQGDQ\RYHUODSEHWZHHQWKHVDOHVDQGVHUYLFHIXQFWLRQV /LQH
,WHP 4XHVWLRQ 5HVSRQVH
6DOHVௐIRUFH 3RODULVௐXQGHUVWDQGVௐWKDWௐWKHௐJURZLQJௐ6RXUFHZHOOௐP HPEHUௐEDVHௐQHHGVௐDௐSDUWQHUௐWKDW FDQௐVXSSRUWௐWKHௐYDULHGௐPHPEHUVKLSௐH[SHFWDWLRQVௐ7KHௐLGHDOௐSDUWQHUௐVKRXOGௐRIIHU QDWLRQDOௐFRYHUDJHௐDQGௐXWLOL]HௐDௐGHDOHUௐQHWZRUNௐWRௐVXSSRUWௐORFDOௐEX\LQJௐDQGௐDIWHUVDOHV VXSSRUWௐ$Wௐ3RODULVௐZHௐOHYHUDJHௐDௐEURDGௐGHDOHUௐQHWZRUNௐPDGHௐXSௐRIௐLQGHSHQGHQW GLVWULEXWRUVௐFRPPLWWHGௐWRௐWKHLUௐORFDOௐFRPPXQLWLHVௐ2XUௐGHDOHUௐQHWZRUNௐLVௐFRPSULVHGௐRI WKHௐIROORZLQJௐQXPEHUௐRIௐORFDWLRQVௐEDVHGௐRQௐSURGXFWௐOLQH

ௐ2II5RDGௐ9HKLFOHV
ௐௐ86&DQDGDௐGHDOHUௐORFDWLRQV
7RௐVXSSRUWௐWKHௐGHDOHUௐQHWZRUNௐ3RODULVௐHPSOR\VௐDௐGHGLFDWHGௐVDOHVௐIRUFHௐRIௐௐUHJLRQDOO\ EDVHGௐDFFRXQWௐPDQDJHUVௐIRFXVHGௐRQௐSDUWQHULQJௐZLWKௐRXUௐGHDOHUVௐZKRௐDUHௐDFWLYHO\ VHOOLQJௐWRௐJRYHUQPHQWௐDJHQFLHVௐHGXFDWLRQDOௐLQVWLWXWLRQVௐQRQSURILWVௐDQGௐRWKHUௐFXUUHQWௐRU SURVSHFWLYHௐ6RXUFHZHOOௐPHPEHUVௐ7KHVHௐDFFRXQWௐPDQDJHUVௐDVVLVWௐGHDOHUVௐZLWK SURGXFWௐGHPRQVWUDWLRQVௐDQGௐDSSOLFDWLRQௐDVVHVVPHQWVௐFXVWRPHUௐTXRWHVௐDQGௐEXVLQHVV SODQQLQJௐ:HௐDOVRௐHPSOR\ௐDௐWHDPௐIRFXVHGௐRQௐVSHFLDOO\ௐFXVWRPL]HGௐYHKLFOHVௐIRUௐODZ HQIRUFHPHQWௐ
VHFXULW\ௐSDWUROௐVSHFLDOௐHYHQWVௐSHUVRQQHOௐWUDQVSRUWௐFXVWRPVௐDQGௐERUGHU SDWUROௐGLVDVWHUௐUHOLHIௐILUVWௐUHVSRQVH
ௐDVௐZHOOௐDVௐILUHௐ ௐUHVFXHௐDSSOLFDWLRQVௐ
ILUH
SUHYHQWLRQௐILUHௐUHVSRQVHௐVHDUFKௐ ௐUHVFXH
ௐZLWKௐHPHUJHQF\ௐOLJKWVௐUHVFXHௐVNLGVௐZLWK
VWRNHVௐEDVNHWௐVLUHQௐDQGௐSXEOLFௐDGGUHVVௐV\VWHPVௐILUHILJKWLQJௐNLWVௐZLWKௐZDWHU WDQNVIRDPௐV\VWHPௐDQGௐFXVWRPௐJUDSKLFVௐDQGௐERG\ௐSDQHOVௐ)LQDOO\ௐ3RODULVௐDOVRௐKDVௐ LQWHUQDOௐVDOHVௐ ௐFXVWRPHUௐH[SHULHQFHௐUHVRXUFHVௐZKRௐVXSSRUWௐGHDOHUௐTXRWHௐUHTXHVWVௐ SULFLQJௐDQGௐ6RXUFHZHOOௐSURFHVVௐTXHVWLRQVௐ6RXUFHZHOOௐPHPEHUVௐEHQHILWௐIURPௐRXUௐYDVWௐ GHDOHUௐQHWZRUNௐFRPELQHGௐZLWKௐRXUௐFRPPHUFLDOௐVDOHVௐIRUFHௐDQGௐLQVLGHௐVDOHVௐUHVRXUFHVௐ WRௐHQVXUHௐWKH\ௐUHFHLYHௐVSHFLILFௐVROXWLRQVௐIRUௐWKHௐYDULHGௐWDVNVௐZKHUHௐYHKLFOHVௐDUHௐ QHHGHG

'HVFULEHௐWKHௐQHWZRUNௐRIௐ$XWKRUL]HGௐ6HOOHUVௐ
ZKRௐZLOOௐGHOLYHUௐ6ROXWLRQVௐLQFOXGLQJௐGHDOHUVௐ
GLVWULEXWRUVௐUHVHOOHUVௐDQGௐRWKHUௐGLVWULEXWLRQௐ
PHWKRGV
:HௐOHYHUDJHௐDௐEURDGௐGHDOHUௐQHWZRUNௐPDGHௐXSௐRIௐLQGHSHQGHQWௐGLVWULEXWRUVௐFRPPLWWHGௐ WRௐWKHLUௐORFDOௐFRPPXQLWLHVௐ2XUௐGHDOHUௐQHWZRUNௐLVௐFRPSULVHGௐRIௐRYHUௐௐGHDOHUVௐLQௐ 1RUWKௐ$PHULFDௐௐ7KHௐGHDOHUௐQHWZRUNௐKDVௐDFFHVVௐWRௐWKHௐ6RXUFHZHOOௐTXRWLQJௐWRROVௐWRௐ HQVXUHௐDFFXUDWHௐDQGௐFOHDUௐSULFLQJௐIRUௐ6RXUFHZHOOௐPHPEHUVௐ'HDOHUVௐDUHௐVXSSRUWHGௐE\ௐ DௐFRPELQDWLRQௐRIௐUHJLRQDOO\ௐEDVHGௐDFFRXQWௐPDQDJHUVௐDVௐZHOOVௐDVௐLQWHUQDOௐVDOHVௐDQGௐ FXVWRPHUௐH[SHULHQFHௐWHDPௐPHPEHUVௐZKRௐFDQௐVXSSRUWௐTXRWHௐSULFLQJௐDQGௐRYHUDOOௐ WUDQVDFWLRQDOௐSURFHVVௐTXHVWLRQV
,QௐPRVWௐVLWXDWLRQVௐWUDQVDFWLRQVௐRFFXUௐGLUHFWO\ௐEHWZHHQௐ3RODULVௐDQGௐWKH 6RXUFHZHOOௐPHPEHUௐDQGௐLQௐWKRVHௐFDVHVௐWKHௐTXRWHVௐDUHௐSURYLGHGௐGLUHFWO\ௐE\ௐWKH LQWHUQDOௐVDOHVௐDQGௐFXVWRPHUௐH[SHULHQFHௐWHDP
7KHௐ6RXUFHZHOO1-3$ௐ'HDOHUௐ*XLGHௐLVௐDWWDFKHGௐIRUௐUHIHUHQFH
Bid Number: RFP 091024 Vendor Name: Polaris Sales Inc.

6HUYLFHௐIRUFH 7KHௐLGHDOௐSDUWQHUௐZLOOௐRIIHUௐORFDOL]HGௐVHUYLFHௐ FRYHUDJHௐWRௐPHHWௐWKHௐKLJKௐVWDQGDUGVௐRIௐ UHVSRQVLYHQHVVௐH[SHFWHGௐE\ௐ6RXUFHZHOOௐPHPEHUVௐ7RௐPHHWௐWKHVHௐH[SHFWDWLRQVௐ3RODULVௐ OHYHUDJHVௐWKHௐYDVWௐGHDOHUௐQHWZRUNௐWKURXJKRXWௐWKHௐ86ௐDQGௐ&DQDGDௐWRௐSURYLGHௐORFDOௐ VHUYLFHௐVXSSRUWௐ'HSHQGLQJௐRQௐWKHௐSURGXFWௐOLQHௐ3RODULVௐGHDOHUVௐDUHௐUHTXLUHGௐWRௐ FRPSOHWHௐDௐUREXVWௐWUDLQLQJௐFXUULFXOXPௐWKURXJKௐ8QLYHUVLW\ௐRIௐ3RODULVௐWRௐUHFHLYHGௐ0DVWHUௐ 6HUYLFHௐ'HDOHUௐ
06'
ௐFHUWLILFDWLRQௐ$Wௐ3RODULVௐZHௐFRQWLQXDOO\ௐHYROYHௐWKHௐ06'ௐ FHUWLILFDWLRQௐSURJUDPௐWRௐJLYHௐGHDOHUVௐDQGௐWHFKQLFLDQVௐWKHௐNQRZOHGJHௐDQGௐVNLOOVௐWKH\ௐ QHHGௐWRௐSURYLGHௐDௐSRVLWLYHௐDQGௐFRPSUHKHQVLYHௐDIWHUWKHVDOHௐFXVWRPHUௐH[SHULHQFHௐ 06'ௐ&HUWLILHGௐWHFKQLFLDQVௐZKRௐFRPSOHWHௐ%URQ]Hௐ6LOYHUௐRUௐ*ROGௐFHUWLILFDWLRQVௐEDVHGௐ RQௐWKHௐSURGXFWௐOLQHௐDUHௐHPSRZHUHGௐWRௐVHWௐXSௐPDLQWDLQௐDQGௐUHSDLUௐYHKLFOHVௐWKHௐILUVWௐ WLPHௐNHHSLQJௐFXVWRPHUௐYHKLFOHVௐLQௐRSHUDWLRQ
3RODULVௐHPSOR\VௐDௐWHDPௐRIௐWHFKQLFDOௐVHUYLFHௐUHSUHVHQWDWLYHVௐZKRௐVXSSRUWௐGHDOHUVௐYLDௐ SKRQHௐRUௐHOHFWURQLFௐWHFKQLFDOௐFDVHௐVXSSRUWௐ7KHVHௐUHSUHVHQWDWLYHVௐDUHௐFRPPLWWHGௐWRௐ SURPSWௐDQGௐDFFXUDWHௐVXSSRUWௐRIௐGHDOHUVௐZKRௐQHHGௐDGGLWLRQDOௐWURXEOHVKRRWLQJௐRUௐ WHFKQLFDOௐVXSSRUWௐWRௐHQVXUHௐYHKLFOHௐGRZQWLPHௐLVௐPLQLPL]HG ௐ
ௐ7HFKQLFDOௐ6HUYLFHௐ5HSUHVHQWDWLYHVௐZKRௐVXSSRUWௐ5$1*(5ௐ2II5RDGௐ8WLOLW\ 9HKLFOHVௐ$OO7HUUDLQௐ9HKLFOHVௐ3URௐ;'ௐDQGௐ6QRZPRELOHV ,QௐDGGLWLRQௐWRௐ3RODULV
VௐH[WHQVLYHௐ1RUWKௐ$PHULFDQௐGHDOHUௐQHWZRUNௐ3RODULVௐ*RYHUQPHQWௐ ௐ 'HIHQVHௐKDVௐDௐGHGLFDWHGௐVWDIIௐRIௐ)LHOGௐ6XSSRUWௐ5HSUHVHQWDWLYHVௐ )65
ௐOHGௐE\ௐDௐ)LHOGௐ
6XSSRUWௐDQGௐ7UDLQLQJௐ0DQDJHUௐ7KHௐWHDPௐFRQVLVWVௐRIௐWHQௐ
ௐ)65VௐJHRJUDSKLFDOO\ௐ
GLVSHUVHGௐLQௐVL[ௐ

ௐVWDWHVௐZLWKௐVHUYLFHௐWUXFNVௐWRROVௐWHVWௐHTXLSPHQWௐDQGௐVSDUHௐSDUWVௐ $GGLWLRQDOO\ௐWKHௐ0DQDJHUௐDQGௐ)65
VௐPRQLWRUௐDௐGHGLFDWHGௐWHFKௐVXSSRUWௐOLQHௐDQGௐHPDLOௐ
LQER[ௐWRௐPRUHௐUDSLGO\ௐUHVSRQGௐWRௐVHUYLFHௐTXHVWLRQV

'HVFULEHௐWKHௐRUGHULQJௐSURFHVVௐ,IௐRUGHUVௐZLOOௐ
EHௐKDQGOHGௐE\ௐGLVWULEXWRUVௐGHDOHUVௐRUௐ
RWKHUVௐH[SODLQௐWKHௐUHVSHFWLYHௐUROHVௐRIௐWKHௐ
3URSRVHUௐDQGௐRWKHUV
7KHௐYDVWௐPDMRULW\ௐRIௐRUGHUVௐXWLOL]LQJௐWKHௐ6RXUFHZHOOௐFRQWUDFWௐDUHௐSODFHGௐGLUHFWO\ௐWKURXJKௐ 3RODULVௐ*RYHUQPHQWௐ ௐ'HIHQVHௐௐ6RXUFHZHOOௐPHPEHUVௐZRUNLQJௐGLUHFWO\ௐZLWKௐRXUௐLQVLGHௐ VDOHVௐWHDPௐUHFHLYHௐDௐTXRWHௐIRUௐWKHௐSURGXFWௐWKDWௐPHHWVௐWKHLUௐVSHFLILFDWLRQVௐௐ,IௐWKHௐ FXVWRPHUௐGHFLGHVௐWRௐSXUFKDVHௐWKH\ௐLVVXHௐDௐSXUFKDVHௐRUGHUௐWRௐ3RODULVௐUHIHUHQFLQJௐ WKHLUௐ6RXUFHZHOOௐPHPEHUௐQXPEHUௐௐ3RODULVௐWKHQௐSURFHVVHVௐWKHௐRUGHUௐZKHUHௐLWௐLVௐVHWXSௐ DQGௐXSILWWHGௐWRௐWKHௐFXVWRPHU
VௐFRQILJXUDWLRQௐDQGௐWKHQௐVKLSSHGௐGLUHFWO\ௐWRௐWKHௐPHPEHUVௐ ORFDWLRQ
6HHௐ$79ௐ*RYHUQPHQWௐ&RPPHUFLDOௐ)OHHWௐ'LVFRXQWௐ3URJUDPௐDQGௐ6RXUFHZHOOௐ'HDOHUௐ 4XRWHௐ)RUPௐ

DWWDFKHG
ௐIRUௐSURFHVVௐZKHQௐPHPEHUVௐRUGHUௐGLUHFWO\ௐIURPௐDௐORFDOௐGHDOHU
'HVFULEHௐLQௐGHWDLOௐWKHௐSURFHVVௐDQGௐ
SURFHGXUHௐRIௐ\RXUௐFXVWRPHUௐVHUYLFHௐ
SURJUDPௐLIௐDSSOLFDEOHௐௐ,QFOXGHௐ\RXUௐ
UHVSRQVHWLPHௐFDSDELOLWLHVௐDQGௐ
FRPPLWPHQWVௐDVௐZHOOௐDVௐDQ\ௐLQFHQWLYHVௐWKDWௐ
KHOSௐ\RXUௐSURYLGHUVௐPHHWௐ\RXUௐVWDWHGௐ
VHUYLFHௐJRDOVௐRUௐSURPLVHV
:HௐEHOLHYHௐEHWWHUௐWUDLQHGௐGHDOHUௐVWDIIVௐDQGௐWHFKQLFLDQVௐFUHDWHௐEHWWHUௐGHDOHUௐ H[SHULHQFHVௐPRUHௐVDWLVILHGௐFXVWRPHUVௐDQGௐPRUHௐSURILWDEOHௐGHDOHUௐௐ2EWDLQLQJௐ06'ௐ FHUWLILFDWLRQௐRIIHUVௐPDQ\ௐEHQHILWVௐIRUௐWKHௐGHDOHUௐ,QௐDGGLWLRQௐWRௐKDYLQJௐZHOOWUDLQHGௐVWDIIௐ WKHUHௐDUHௐFRPSHWLWLYHௐDGYDQWDJHVௐRSHUDWLRQDOௐFRVWௐUHGXFWLRQVௐ DQGௐLQௐVRPHௐFDVHVௐ
LQFUHDVHGௐDOORZDQFHV
ௐDVௐZHOOௐDVௐDGGLWLRQDOௐUHZDUGVௐRSSRUWXQLWLHVௐIRUௐFHUWLILHGௐGHDOHUVௐௐ 7KHௐNQRZOHGJHௐDQGௐH[SHUWLVHௐJDLQHGௐE\ௐFRPSOHWLQJௐWKHௐDSSURSULDWHௐWUDLQLQJௐJLYHVௐ WKRVHௐVWDIIௐPHPEHUVௐLQௐRSHUDWLRQDOௐUROHVௐDQGௐVHUYLFHௐWHFKQLFLDQVௐWKHௐDELOLW\ௐWRௐSURYLGHௐ DௐSRVLWLYHௐDQGௐVHDPOHVVௐFXVWRPHUௐH[SHULHQFHௐௐ)RUௐH[DPSOHௐ*ROGௐDQGௐ6LOYHUௐFHUWLILHGௐ WHFKQLFLDQVௐFDQௐFRQWULEXWHௐWRௐWKHௐSURGXFWௐOLQHௐERDUGVௐWKH\ௐDUHௐFHUWLILHGௐLQௐE\ௐDVNLQJௐ TXHVWLRQVௐSRVWLQJௐUHVSRQVHVௐDQGௐDFFHSWLQJௐVROXWLRQVௐ2WKHUௐLQFHQWLYHVௐIRUௐGHDOHUVௐZKRௐ FRPSOHWHௐDQGௐPDLQWDLQௐ06'ௐFHUWLILFDWLRQௐLQFOXGHௐUHGXFHGௐRUௐHOLPLQDWHGௐPRQWKO\ௐ06'ௐ VXUFKDUJHVௐௐ'HDOHUVௐZKRௐIDLOௐWRௐPDLQWDLQௐWKHLUௐFHUWLILFDWLRQVௐZLOOௐORVHௐWKHLUௐ06'ௐ EHQHILWVௐDQGௐEHௐFKDUJHGௐDௐPRQWKO\ௐVXUFKDUJHௐௐ7KHௐFRPELQHGௐGHDOHUௐEHQHILWVௐDUHௐDOOௐ IRFXVHGௐRQௐHQVXULQJௐDௐVWURQJௐFXVWRPHUௐH[SHULHQFHௐZLWKௐPLQLPDOௐGRZQWLPH 3RODULVௐDOVRௐUHDOL]HVௐWKDWௐVXSSRUWLQJௐRXUௐGHDOHUVௐZLWKௐIDFWRU\WUDLQHGௐDQGௐDYDLODEOHௐ WHFKQLFDOௐVXSSRUWௐUHSUHVHQWDWLYHVௐLVௐFULWLFDOௐWRௐHQVXULQJௐDௐVWURQJௐFXVWRPHUௐH[SHULHQFHௐௐ ,QWHUQDOௐPHWULFVௐWKDWௐDUHௐWUDFNHGௐPRQLWRUHGௐDQGௐUHYLHZHGௐRQௐDௐUHJXODUௐEDVLVௐLQFOXGHௐ UHVSRQVHௐWLPHௐUHVSRQVHௐTXDOLW\ௐDQGௐWLPHௐWRௐUHVROXWLRQௐௐ7UDFNLQJௐWKHVHௐPHWULFVௐ HQVXUHVௐWKDWௐ3RODULVௐLVௐSURSHUO\ௐVXSSRUWLQJௐGHDOHUௐSDUWQHUVௐDQGௐDUHௐFULWLFDOௐWRௐRXUௐ RYHUDOOௐFXVWRPHUௐVHUYLFH

'HVFULEHௐ\RXUௐDELOLW\ௐDQGௐZLOOLQJQHVVௐWRௐ
SURYLGHௐ\RXUௐSURGXFWVௐDQGௐVHUYLFHVௐWRௐ
6RXUFHZHOOௐSDUWLFLSDWLQJௐHQWLWLHV
3RODULVௐLVௐIXOO\ௐFDSDEOHௐDQGௐZLOOLQJௐWRௐSURYLGHௐRXUௐSURGXFWVௐWRௐ6RXUFHZHOOௐFXVWRPHUVௐLQௐ WKHௐ8QLWHGௐ6WDWHVௐ3RODULVௐOHYHUDJHVௐDௐEURDGௐGHDOHUௐQHWZRUNௐPDGHௐXSௐRIௐLQGHSHQGHQWௐ GLVWULEXWRUVௐFRPPLWWHGௐWRௐWKHLUௐORFDO
FRPPXQLWLHVௐ2XUௐGHDOHUௐQHWZRUNௐLVௐFRPSULVHGௐRIௐWKHௐIROORZLQJௐQXPEHUௐRIௐORFDWLRQVௐ EDVHGௐRQௐSURGXFWௐOLQH

ௐ2II5RDGௐ9HKLFOHV
ௐௐ86&DQDGDௐGHDOHUௐORFDWLRQV
ௐ3URௐ;'ௐ8WLOLW\ௐ9HKLFOHV
ௐௐFRPELQHGௐ86ௐDQGௐ&DQDGDௐGHDOHUௐORFDWLRQV
ௐ6QRZPRELOHV
ௐௐ86&DQDGDௐGHDOHUௐORFDWLRQV
7RௐVXSSRUWௐWKHௐGHDOHUௐQHWZRUNௐ3RODULVௐHPSOR\VௐDௐGHGLFDWHGௐVDOHVௐIRUFHௐRIௐௐUHJLRQDOO\ EDVHGௐDFFRXQWௐPDQDJHUVௐIRFXVHGௐRQௐSDUWQHULQJௐZLWKௐRXUௐGHDOHUVௐZKRௐDUHௐDFWLYHO\ VHOOLQJௐWRௐJRYHUQPHQWௐDJHQFLHVௐHGXFDWLRQDOௐLQVWLWXWLRQVௐQRQSURILWVௐDQGௐRWKHUௐFXUUHQWௐRU SURVSHFWLYHௐ6RXUFHZHOOௐPHPEHUVௐ7KHVHௐDFFRXQWௐPDQDJHUVௐDVVLVWௐGHDOHUVௐZLWK SURGXFWௐGHPRQVWUDWLRQVௐDQGௐDSSOLFDWLRQௐDVVHVVPHQWVௐFXVWRPHUௐTXRWHVௐDQGௐEXVLQHVV SODQQLQJௐ:HௐDOVRௐHPSOR\ௐDௐWHDPௐIRFXVHGௐRQௐVSHFLDOO\ௐFXVWRPL]HGௐYHKLFOHVௐIRUௐODZ HQIRUFHPHQWௐ
VHFXULW\ௐSDWUROௐVSHFLDOௐHYHQWVௐSHUVRQQHOௐWUDQVSRUWௐFXVWRPVௐDQGௐERUGHU SDWUROௐGLVDVWHUௐUHOLHIௐILUVWௐUHVSRQVH
ௐDVௐZHOOௐDVௐILUHௐ ௐUHVFXHௐDSSOLFDWLRQVௐ
ILUH
SUHYHQWLRQௐILUHௐUHVSRQVHௐVHDUFKௐ ௐUHVFXH
ௐZLWKௐHPHUJHQF\ௐOLJKWVௐUHVFXHௐVNLGVௐZLWK
VWRNHVௐEDVNHWௐVLUHQௐDQGௐSXEOLFௐDGGUHVVௐV\VWHPVௐILUHILJKWLQJௐNLWVௐZLWKௐZDWHU WDQNVIRDPௐV\VWHPௐDQGௐFXVWRPௐJUDSKLFVௐDQGௐERG\ௐSDQHOVௐ)LQDOO\ௐ3RODULVௐDOVRௐKDV LQWHUQDOௐVDOHVௐ ௐFXVWRPHUௐH[SHULHQFHௐUHVRXUFHVௐZKRௐVXSSRUWௐGHDOHUௐTXRWHௐUHTXHVWV SULFLQJௐDQGௐ6RXUFHZHOOௐSURFHVVௐTXHVWLRQV

Bid Number: RFP 091024 Vendor Name: Polaris Sales Inc.

'HVFULEHௐ\RXUௐDELOLW\ௐDQGௐZLOOLQJQHVVௐWRௐ
SURYLGHௐ\RXUௐSURGXFWVௐDQGௐVHUYLFHVௐWRௐ
6RXUFHZHOOௐSDUWLFLSDWLQJௐHQWLWLHVௐLQௐ&DQDGD
3RODULVௐLVௐSOHDVHGௐWRௐRIIHUௐDௐYDULHW\ௐRIௐ879Vௐ$79VௐDQGௐ6QRZPRELOHVௐWKDWௐZHௐFXUUHQWO\ௐ RIIHUௐXQGHUௐDௐ&DQDGLDQௐ3XEOLFௐ:RUNVௐ1DWLRQDOௐ0DVWHUௐ6WDQGLQJௐ2IIHUௐ6RXUFHZHOOௐ SULFLQJௐLQௐ&DQDGDௐZLOOௐPDWFKௐWKDWௐSULFLQJௐ7KHVHௐRUGHUVௐDUHௐIXOILOOHGௐWKURXJKௐRXUௐH[LVWLQJௐ QHWZRUNௐRIௐ&DQDGLDQௐGHDOHUV

,GHQWLI\ௐDQ\ௐJHRJUDSKLFௐDUHDVௐRIௐWKHௐ8QLWHGௐ
6WDWHVௐRUௐ&DQDGDௐWKDWௐ\RXௐZLOOௐ127ௐEHௐIXOO\ௐ
VHUYLQJௐWKURXJKௐWKHௐSURSRVHGௐDJUHHPHQW
3RODULVௐZLOOௐVHOOௐLQWRௐDOOௐJHRJUDSKLFௐORFDWLRQVௐZLWKLQௐWKHௐ8QLWHGௐ6WDWHVௐ$GGLWLRQDO WUDQVSRUWDWLRQௐFKDUJHVௐDUHௐDSSOLFDEOHௐWRௐRUGHUVௐJRLQJௐWRௐ$ODVNDௐDQGௐ+DZDLLௐ)RU FXVWRPHUVௐLQௐ&DQDGDௐYHKLFOHVௐDQGௐHTXLSPHQWௐFDQௐEHௐSURYLGHGௐWRௐFXVWRPHUVௐORFDWHG ZLWKLQௐNPௐRIௐWKHௐIROORZLQJௐFLW\ௐFHQWHUV

6W-RKQ
Vௐ1/
+DOLID[ௐ16
0RQFWRQௐ1%
4XpEHFௐ4&
0RQWUpDOௐ4F
2WWDZDௐ2Q
.LQJVWRQௐ21
6XGEXU\ௐ2Q
1RUWKௐ%D\ௐ2Q
7RURQWRௐ2Q
/RQGRQௐ2Q
:LQQLSHJௐ0%
5HJLQDௐ6N
6DVNDWRRQௐ6N
3ULQFHௐ$OEHUWௐ6N
&DOJDU\ௐ$E
(GPRQWRQௐ$E
.HORZQDௐ%&
9DQFRXYHUௐ%&
9LFWRULDௐ%&
&UHVWRQௐ%&
7HUUDFHௐ%&
3ULQFHௐ*HRUJHௐ%&
:KLWHKRUVHௐ<7
+D\ௐ5LYHUௐ17
<HOORZNQLIHௐ17
$GGLWLRQDOௐVKLSSLQJௐFKDUJHVௐPD\ௐDSSO\ௐIRUௐORFDOHVௐRXWVLGHௐRIௐWKHVHௐDUHDVௐ3ULFLQJௐZLOO EHௐSURYLGHGௐDWௐWLPHௐRIௐTXRWH

,GHQWLI\ௐDQ\ௐDFFRXQWௐW\SHௐRIௐ3DUWLFLSDWLQJௐ
(QWLW\ௐZKLFKௐZLOOௐQRWௐKDYHௐIXOOௐDFFHVVௐWRௐ
\RXUௐ6ROXWLRQVௐLIௐDZDUGHGௐDQௐDJUHHPHQWௐ
DQGௐWKHௐUHDVRQLQJௐIRUௐWKLV
3RODULVௐZLOOௐVHOOௐWRௐDQ\ௐ6RXUFHZHOOௐSDUWLFLSDWLQJௐVHFWRUௐ:HௐKDYHௐQRௐUHVWULFWLRQVௐRWKHU WKDQௐOLPLWDWLRQVௐWRௐIDUWKHUௐUHDFKHVௐRIௐVRPHௐUHPRWHௐ&DQDGLDQௐSURYLGHQFHVௐDVௐRXWOLQHG LQௐTXHVWLRQௐௐDERYH
'HILQHௐDQ\ௐVSHFLILFௐUHTXLUHPHQWVௐRUௐ
UHVWULFWLRQVௐWKDWௐZRXOGௐDSSO\ௐWRௐRXUௐ
SDUWLFLSDWLQJௐHQWLWLHVௐLQௐ+DZDLLௐDQGௐ$ODVNDௐ
DQGௐLQௐ86ௐ7HUULWRULHV
$GGLWLRQDOௐWUDQVSRUWDWLRQௐFKDUJHVௐZRXOGௐEHௐDSSOLFDEOHௐIRUௐRUGHUVௐEHLQJௐGHOLYHUHGௐWR $ODVNDௐ+DZDLLௐDQGௐRWKHUௐ86ௐ7HUULWRULHVௐ7KHVHௐSULFHVௐZLOOௐEHௐSURYLGHGௐWRௐWKH 6RXUFHZHOOௐPHPEHUௐDWௐWLPHௐRIௐTXRWH
:LOOௐ3URSRVHUௐH[WHQGௐWHUPVௐRIௐDQ\ௐDZDUGHGௐ
PDVWHUௐDJUHHPHQWௐWRௐQRQSURILWௐHQWLWLHV"
<HVௐ3RODULV
VௐVWDQGDUGௐWHUPVௐDUHௐ1HWௐௐWRௐTXDOLILHGௐQRQSURILWV
Bid Number: RFP 091024 Vendor Name: Polaris Sales Inc.

7DEOH
0DUNHWLQJ3ODQ
3RLQWV

/LQH
,WHP 4XHVWLRQ 5HVSRQVH
'HVFULEHௐ\RXUௐPDUNHWLQJௐVWUDWHJ\ௐIRUௐ
SURPRWLQJௐWKLVௐRSSRUWXQLW\ௐௐ8SORDGௐ
UHSUHVHQWDWLYHௐVDPSOHVௐRIௐ\RXUௐ
PDUNHWLQJௐPDWHULDOVௐ
LIௐDSSOLFDEOH
ௐLQௐ
WKHௐGRFXPHQWௐXSORDGௐVHFWLRQௐRIௐ\RXUௐ
UHVSRQVH
2XUௐPDUNHWLQJௐWHDPௐLVௐYHU\ௐIDPLOLDUௐZLWKௐWKHௐ6RXUFHZHOOௐEUDQGௐDQGௐLVௐUHDG\ௐWRௐUHSUHVHQWௐ WKDWௐEUDQGௐZHOOௐLQௐRXUௐPDUNHWLQJௐHIIRUWVௐ3RODULVௐDVௐDௐFRUSRUDWLRQௐKDVௐVLJQLILFDQWௐUHVRXUFHVௐ LQYHVWHGௐLQWRௐSURPRWLQJௐRIIURDGௐYHKLFOHVௐORZVSHHGௐYHKLFOHVௐDQGௐVQRZPRELOHVௐDWௐDௐQDWLRQDOௐ OHYHOௐ,QௐDGGLWLRQௐWRௐWKDWௐEURDGௐSURGXFWௐDZDUHQHVVௐ3RODULVௐZLOOௐDOVRௐEHௐUHDFKLQJௐSRWHQWLDOௐ 6RXUFHZHOOௐFRQWUDFWௐXVHUVௐYLDௐVHYHUDOௐWDUJHWHGௐPHDQV

ௐ7UDGHௐVKRZVௐ±ௐVWDWHௐDQGௐORFDOௐJRYHUQPHQWௐOHYHOௐHYHQWVௐ LHௐORFDOௐDQGௐQDWLRQDOௐ&KLHIVௐRIௐ
3ROLFHௐ6KRZVௐ)',&ௐ0XQLFLSDOLW\ௐ([SRௐHWF

ௐ'HPRVYLVLWVௐZKHQௐSRVVLEOHௐLQYLWHௐFXVWRPHUVௐWRௐYLVLWௐRXUௐIDFLOLWLHVௐLQௐ:\RPLQJௐ01ௐIRUௐ YHKLFOHௐIDPLOLDUL]DWLRQWUDLQLQJௐHYHQWVௐZHௐKDYHௐDOVRௐFUHDWHGௐYLUWXDOௐRSWLRQVௐIRUௐIDFLOLW\ௐWRXUVௐ DQGௐYHKLFOHௐWUDLQLQJV
ௐ3ULQWௐDQGௐGLJLWDOௐDGYHUWLVLQJௐ±ௐLQYHVWLQJௐLQௐDGYHUWLVHPHQWVௐLQௐJRYHUQPHQWௐSXEOLFDWLRQVௐDQGௐ SXWWLQJௐDௐIRFXVHGௐHIIRUWௐRQௐ35ௐDQGௐRXWUHDFKௐWRௐVWDWHௐDQGௐORFDOௐJRYHUQPHQWௐDXGLHQFHV ௐ'LUHFWௐPDLOௐDQGௐGLUHFWௐHPDLOௐௐXWLOL]LQJௐJURZLQJௐJRYHUQPHQWௐFXVWRPHUௐGDWDEDVH ௐ6RFLDOௐPHGLDௐ±ௐ$GGHGௐWRௐRXUௐGHGLFDWHGௐJRYHUQPHQWௐDQGௐFRPPHUFLDOௐSDJHVௐWRௐQRZ KDYHௐSUHVHQFHௐRQௐ/LQNHG,Qௐ)DFHERRNௐ;ௐ,QVWDJUDPௐDQGௐSODQVௐWRௐFRQWLQXHௐH[SDQGLQJௐ LQFOXGLQJௐDௐUHJXODUௐFDGHQFHௐRIௐJRYHUQPHQWௐIDFLQJௐSRVWVௐDQGௐIROORZHUVௐ .ௐDQGௐJURZLQJ

ௐ6RXUFHZHOOௐLQWHJUDWLRQௐLQWRௐYDULRXVௐJRYHUQPHQWௐDQGௐFRPPHUFLDOௐPDUNHWLQJௐFROODWHUDOௐDQGௐRQௐ

ZHEVLWH
ௐKWWSV
PLOLWDU\SRODULVFRPHQXVKRZWREX\
ௐ:HEVLWHௐ±ௐZZZSRODULVFRPௐDQGௐZHௐKDYHௐPDGHௐVLJQLILFDQWௐXSGDWHVௐDQGௐDGYDQFHVௐWRௐWKHௐ JRYHUQPHQWௐ ௐGHIHQVHௐDQGௐFRPPHUFLDOௐZHEVLWHVௐIRUௐRQOLQHௐJRYHUQPHQWௐDQGௐHGXFDWLRQௐ VKRSSHUVௐLQFOXGLQJௐODXQFKLQJௐDௐ'ௐEXLOGௐWRROௐVRௐFXVWRPHUVௐFDQௐYLVXDOL]HௐYHKLFOHௐVHOHFWLRQVௐ DORQJௐZLWKௐEHLQJௐPRUHௐVHOIVXIILFLHQWௐZKLOHௐUHVHDUFKLQJௐSURGXFWVௐRQOLQH ௐ:HௐDOVRௐSURYLGHௐVDOHVௐHQDEOHPHQWWUDLQLQJௐIRUௐVDOHVௐDQGௐ%'ௐWHDPV $ௐVDPSOHௐRIௐWKHௐSURGXFWௐGDWDௐVKHHWVௐDUHௐDWWDFKHG

'HVFULEHௐ\RXUௐXVHௐRIௐWHFKQRORJ\ௐDQGௐ
GLJLWDOௐGDWDௐ
HJௐVRFLDOௐPHGLDௐ
PHWDGDWDௐXVDJH
ௐWRௐHQKDQFHௐ
PDUNHWLQJௐHIIHFWLYHQHVV
3RODULVௐKDVௐGHGLFDWHGௐVLJQLILFDQWௐHQWHUSULVHௐUHVRXUFHVௐLQWRௐGHYHORSLQJௐDௐZRUOGFODVVௐ&50ௐ V\VWHPௐWRௐUHDFKௐFXVWRPHUVௐZLWKௐWDUJHWHGௐPHVVDJLQJௐGHSHQGHQWௐRQௐSXUFKDVHௐKLVWRU\ௐLQWHUHVWௐ OHYHOௐ

JUDGLQJ
ௐRUJDQL]DWLRQௐW\SHௐDQGௐPDQ\ௐRWKHUௐNH\ௐYDULDEOHVௐ:HௐODXQFKHGௐWKLVௐWRROௐZLWK WKHௐ*RYHUQPHQWௐ'HIHQVHௐDQGௐ&RPPHUFLDOௐWHDPVௐLQௐௐDQGௐKDYHௐEHHQௐIRFXVLQJௐRQ EXLOGLQJௐDௐUHSRVLWRU\ௐRIௐGDWDௐWRௐDOORZௐXVௐWRௐLPSURYHௐPDUNHWLQJௐDQGௐVDOHVௐH[SHULHQFHௐ:H XVHௐWKLVௐGDWDௐWRௐIRUPௐFRPPXQLFDWLRQVௐWRௐVSHFLILFௐFXVWRPHUVௐDQGௐWKHLUௐQHHGVௐWRௐLQFUHDVH FRPPXQLFDWLRQௐUHOHYDQFHௐDQGௐHIIHFWLYHQHVV
,QௐDGGLWLRQௐWRௐWKHௐIRXQGDWLRQௐRIௐWKLVௐ&50ௐV\VWHPௐ3RODULVௐLVௐDFWLYHO\ௐIXQQHOLQJௐPRUH FXVWRPHUௐLQIRUPDWLRQௐLQWRௐWKLVௐGDWDEDVHௐYLDௐVRFLDOௐPHGLDௐTXRWHௐKLVWRU\ௐZHEVLWHௐVLJQXS WUDGHௐVKRZௐOHDGௐFDSWXUHௐDQGௐPRUHௐ:HௐKDYHௐKDGௐDௐFRQWLQXHGௐIRFXVௐDURXQGௐJURZLQJௐDQG WDUJHWLQJௐWKURXJKௐVRFLDOௐPHGLDௐFDPSDLJQVௐDQGௐSHUVRQDOL]DWLRQௐRQௐRXUௐZHEVLWHௐEDVHGௐRQ YLVLWRUVௐJHRJUDSKLFௐORFDWLRQௐWRௐFUHDWHௐDQௐH[SHULHQFHௐWKDWௐEHWWHUௐUHVRQDWHVௐZLWKௐWKHௐFXVWRPHU 7KHௐODXQFKௐRIௐWKHௐ'ௐEXLOGௐWRROௐPHQWLRQHGௐSUHYLRXVO\ௐLQௐTXHVWLRQௐௐLVௐDOVRௐDQ LPSURYHPHQWௐWRௐRXUௐFXVWRPHUVௐH[SHULHQFHௐDQGௐDOORZVௐXVௐWRௐSURYLGHௐDௐXQLTXHௐH[SHULHQFH ZKHUHௐZHௐDOVRௐDUHௐDEOHௐWRௐFROOHFWௐOHDGVௐDQGௐFXVWRPHUௐLQIRUPDWLRQௐLVௐIXQQHOHGௐLQWRௐRXUௐ&50 V\VWHPௐIRUௐIXUWKHUௐIROORZௐXS

,Qௐ\RXUௐYLHZௐZKDWௐLVௐ6RXUFHZHOO¶VௐUROHௐ
LQௐSURPRWLQJௐDJUHHPHQWVௐDULVLQJௐRXWௐRIௐ
WKLVௐ5)3"ௐ+RZௐZLOOௐ\RXௐLQWHJUDWHௐDௐ
6RXUFHZHOODZDUGHGௐDJUHHPHQWௐLQWRௐ
\RXUௐVDOHVௐSURFHVV"
+DYLQJௐSDUWQHUHGௐZLWKௐ1-3$6RXUFHZHOOௐIRUௐWKHௐODVWௐWZHOYHௐ
ௐ\HDUVௐ3RODULVௐLVௐZHOOௐDZDUHௐ
RIௐ6RXUFHZHOO
VௐDELOLW\ௐWRௐSURPRWHௐWKHௐYHQGRUௐFRQWUDFWVௐ2XUௐH[SHFWDWLRQௐLVௐWKDWௐ6RXUFHZHOOௐ ZLOOௐFRQWLQXHௐWRௐH[SDQGௐWKHௐFRQWUDFWௐDZDUHQHVVௐDVௐHYLGHQFHGௐE\ௐLW VௐDELOLW\ௐWRௐH[SDQGௐLQWRௐ
WKHௐ&DQDGLDQௐPDUNHWSODFHௐ6RXUFHZHOOௐLVௐDOUHDG\ௐLQWHJUDWHGௐLQWRௐRXUௐVDOHVௐSURFHVVௐDQGௐLVௐ WKHௐJRௐWRௐFRQWUDFWXDOௐYHKLFOHௐIRUௐVDOHVௐWRௐVWDWHௐORFDOௐHGXFDWLRQௐDQGௐQRQSURILWVௐ6RXUFHZHOOௐ EUDQGLQJௐLVௐDOUHDG\ௐLQFRUSRUDWHGௐLQWRௐRXUௐZHEௐSDJHVௐDVௐZHOOௐDVௐRXUௐSURGXFWௐGDWDௐVKHHWV
$UHௐ\RXUௐ6ROXWLRQVௐDYDLODEOHௐWKURXJKௐ
DQௐHSURFXUHPHQWௐRUGHULQJௐSURFHVV"ௐ,Iௐ
VRௐGHVFULEHௐ\RXUௐHSURFXUHPHQWௐ
V\VWHPௐDQGௐKRZௐJRYHUQPHQWDOௐDQGௐ
HGXFDWLRQDOௐFXVWRPHUVௐKDYHௐXVHGௐLW
3RODULVௐKDVௐLPSOHPHQWHGௐDQௐRQOLQHௐWRROௐWKDWௐDOORZVௐFXVWRPHUVௐWRௐVHOHFWௐWKHௐYHKLFOHௐWKDWௐ PHHWVௐWKHLUௐUHTXLUHPHQWVௐDQGௐDOORZVௐWKHPௐWRௐFRQILJXUHௐWRௐWKHLUௐOLNLQJௐ7KLVௐWRROௐSURYLGHVௐ WKHPௐZLWKௐDௐYLVXDOௐGHSLFWLRQௐRIௐZKDWௐWKHLUௐILQDOௐSURGXFWௐZLOOௐORRNௐOLNHௐDQGௐSURYLGHVௐWKHௐ 0653ௐSULFHௐRIௐWKHௐYHKLFOHௐ7KH\ௐDUHௐWKHQௐDEOHௐWRௐUHTXHVWௐDௐTXRWHௐIURPௐ3RODULVௐ UHSUHVHQWDWLYHௐZKRௐZLOOௐDSSO\ௐWKHௐDSSURSULDWHௐGLVFRXQWVௐEDVHGௐRQௐWKHௐ6RXUFHZHOOௐSULFLQJௐ PRGHOௐ,QௐDEVHQFHௐRIௐDQௐHSURFXUHPHQWௐRUGHULQJௐSURFHVVௐWKHௐRQOLQHௐFRQILJXUDWLRQௐWRROௐKHOSVௐ 6RXUFHZHOOௐPHPEHUVௐJHWௐDௐJHQHUDOௐXQGHUVWDQGLQJௐRIௐSULFLQJ
7DEOH$
9DOXH$GGHG$WWULEXWHV
3RLQWV

/LQH
,WHP 4XHVWLRQ 5HVSRQVH
Bid Number: RFP 091024 Vendor Name: Polaris Sales Inc.

'HVFULEHௐDQ\ௐSURGXFWௐHTXLSPHQWௐ
PDLQWHQDQFHௐRUௐRSHUDWRUௐWUDLQLQJௐ
SURJUDPVௐWKDWௐ\RXௐRIIHUௐWRௐ
6RXUFHZHOOௐSDUWLFLSDWLQJௐHQWLWLHVௐ
,QFOXGHௐGHWDLOVௐVXFKௐDVௐZKHWKHUௐ
WUDLQLQJௐLVௐVWDQGDUGௐRUௐRSWLRQDOௐ
ZKRௐSURYLGHVௐWUDLQLQJௐDQGௐDQ\ௐ
FRVWVௐWKDWௐDSSO\
7KHௐ3RODULVௐ*RYHUQPHQWௐ ௐ'HIHQVHௐ)LHOGௐ6HUYLFHௐDQGௐ7UDLQLQJௐWHDPௐRIIHUVௐQXPHURXVௐFRXUVHVௐ LQௐSURSHUௐGULYLQJௐDQGௐPDLQWHQDQFHௐௐ7KHVHௐFRXUVHVௐDUHௐRSWLRQDOௐZLWKௐSULFLQJௐSURYLGHGௐLQௐWKHௐ SULFHௐYROXPHௐRIௐWKHௐSURSRVDOௐ7KHVHௐFRXUVHVௐLQFOXGHௐWKHௐIROORZLQJ

3'ௐ1HZௐ(TXLSPHQWௐ7UDLQLQJ
3'ௐ0HFKDQLFௐ&HUWLILFDWLRQௐ&RXUVH
3'ௐௐ:HHNௐ)OHHWௐ0DLQWHQDQFHௐ)RUௐௐ9HKLFOHV
3'ௐ0DVWHUௐ'ULYHUௐ7UDLQLQJௐ&RXUVH
3'ௐ'ULYHUVௐ6DIHW\ௐ7UDLQLQJௐ&RXUVH
3'ௐ$GYDQFHGௐ'LDJQRVWLFVௐDQGௐ'ULYHWUDLQௐ&HUWLILFDWLRQௐ&RXUVH 7KHௐIROORZLQJௐLVௐDௐEULHIௐGHVFULSWLRQௐRIௐWKHௐFRXUVHVௐDQGௐWKHLUௐFRQWHQW

1HZௐ(TXLSPHQWௐ7UDLQLQJௐ
1(7
ௐ ௐௐ'D\ௐ&RXUVHௐWKDWௐSURYLGHVௐDௐEDVLFௐRYHUYLHZௐRIௐWKHௐ
3RODULVௐYHKLFOHௐEDVLFௐGHWDLOVௐRQௐWKHௐSURSHUௐDQGௐVDIHௐRSHUDWLRQௐRIௐWKHௐYHKLFOHௐDORQJௐZLWKௐ EDVLFௐVWHSVௐWRௐSHUIRUPௐRSHUDWRUௐOHYHOௐPDLQWHQDQFHௐ±ௐPD[ௐௐSHUVRQQHO 0HFKDQLFௐ&HUWLILFDWLRQௐ&RXUVHௐ
0&&
ௐ ௐௐ'D\ௐ&RXUVHௐSURYLGHGௐDWௐWKHௐFXVWRPHU¶VௐORFDWLRQௐ
XVLQJௐRQVLWHௐIDFLOLWLHVௐ7KLVௐFRXUVHௐWUDLQVௐDQGௐFHUWLILHVௐRQVLWHௐPDLQWHQDQFHௐSHUVRQQHOௐWRௐ SURSHUO\ௐVHUYLFHPDLQWDLQௐWKHLUௐ3RODULVௐYHKLFOHVௐXSௐWRௐDQGௐLQFOXGLQJௐZDUUDQW\ௐOHYHOௐUHSDLUV 0DVWHUௐ'ULYHUௐ7UDLQLQJௐ&RXUVHௐ
0'7&
ௐ ௐ)RXUGD\ௐFRXUVHௐZKLFK
ZLOOௐEHௐSURYLGHGௐDWௐWKHௐFXVWRPHU¶VௐORFDWLRQௐXVLQJௐRQVLWHௐIDFLOLWLHVௐ7KLVௐFRXUVHௐVKDOOௐWUDLQௐ RQVLWHௐSHUVRQQHOௐWRௐHVWDEOLVKௐDௐ7UDLQௐWKHௐ7UDLQHUௐSURJUDPௐXVLQJௐWKHௐRUJDQL]DWLRQ¶VௐIDFLOLWLHVௐ DQGௐWKHLUௐILHOGHGௐ3RODULVௐYHKLFOHVௐ7KHௐWUDLQLQJௐSURYLGHGௐWKURXJKௐ3RODULVௐ*RYHUQPHQWௐ ௐ 'HIHQVH¶Vௐ0'7&ௐLVௐGHVLJQHGௐDURXQGௐVDIHௐRSHUDWLRQௐRIௐWKHௐYHKLFOHௐ7KLVௐLVௐDௐSDVVIDLOௐFRXUVHௐ DQGௐDOOௐ'ULYHU&RDFKௐ&DQGLGDWHVௐPXVWௐKDYHௐSULRUௐRIIKLJKZD\ௐULGLQJௐH[SHULHQFHௐ LHௐ'67&

'ULYHUௐ6DIHW\ௐ7UDLQLQJௐ&RXUVHௐ
'67&
ௐ ௐ7KUHHௐGD\ௐFRXUVHௐZKLFK
ZLOOௐEHௐSURYLGHGௐDWௐWKHௐFXVWRPHU¶VௐORFDWLRQௐXVLQJௐRQVLWHௐIDFLOLWLHVௐDQGௐHTXLSPHQWௐ7KHௐWUDLQLQJௐ SURYLGHGௐWKURXJKௐ3RODULVௐ'HIHQVH¶Vௐ'67&ௐLVௐGHVLJQHGௐDURXQGௐVDIHௐRSHUDWLRQௐRIௐWKHௐYHKLFOHௐ 7KLVௐLVௐDௐEHJLQQHUௐOHYHOௐFRXUVHௐWKDWௐFRYHUVௐEDVLFௐGULYLQJௐVNLOOௐEDVLFௐUHFRYHU\ WHFKQLTXHVௐDQGௐ30&6ௐRIௐWKHௐ9HKLFOHௐ6WXGHQWVௐZKRௐVXFFHVVIXOO\ௐFRPSOHWHௐWKHௐFRXUVHௐZLOOௐ UHFHLYHௐ52+9$ௐRSHUDWRUௐFHUWLILFDWLRQ
$GYDQFHGௐ'LDJQRVWLFVௐDQGௐ'ULYHWUDLQௐ&HUWLILFDWLRQௐ&RXUVHௐ $''&
ௐ ௐ0HFKDQLF¶Vௐ&RXUVH

/HDUQௐWRௐGLVDVVHPEOHௐDQGௐUHDVVHPEOHௐHQWLUHௐGULYHWUDLQௐRQௐ3RODULVௐYHKLFOHVௐSOXVௐDGYDQFHGௐ GLDJQRVWLFVௐ6WXGHQWVௐZLOOௐOHDUQௐWRௐHIILFLHQWO\ௐWHDUௐGRZQௐLGHQWLI\ௐFRPSRQHQWVௐGLDJQRVHௐLVVXHVௐ DQGௐUHDVVHPEOHௐFRPSOHWHௐHQJLQHௐIURQWௐGULYHௐDQGௐJHDUௐFDVHௐ 1RWH
ௐSUHUHTXLVLWHௐ0&&ௐ
OHYHOௐ
ௐUHTXLUHGௐWRௐEHௐFRPSOHWHGௐEHIRUHௐWDNLQJௐWKLVௐFRXUVH
0DQ\ௐDXWKRUL]HGௐGHDOHUVௐDOVRௐRIIHUௐORFDOௐWUDLQLQJௐDQGௐWKHௐSULFLQJௐDQGௐPHWKRGௐRIௐWUDLQLQJௐLVௐDWௐ WKHௐGLVFUHWLRQௐRIௐWKHௐGHDOHUௐௐ3ULFLQJௐIRUௐWUDLQLQJௐSXUFKDVHGௐGLUHFWௐIURPௐ3RODULVௐLVௐOLVWHGௐLQௐWKHௐ DWWDFKHGௐSULFLQJௐPDWUL[

Bid Number: RFP 091024 Vendor Name: Polaris Sales Inc.

'HVFULEHௐDQ\ௐWHFKQRORJLFDOௐ
DGYDQFHVௐWKDWௐ\RXUௐSURSRVHGௐ
6ROXWLRQVௐRIIHU
3RODULVௐFRQWLQXHVௐWRௐLQWHJUDWHௐQHZௐFXVWRPHUFHQWULFௐWHFKQRORJ\ௐLQWRௐRXUௐYHKLFOHVௐZKHQHYHUௐLWௐ FDQௐGULYHௐSURGXFWLYLW\ௐHQKDQFHௐWKHௐRSHUDWRUௐH[SHULHQFHௐRUௐLPSURYHௐRYHUDOOௐVDIHW\ௐ,QQRYDWLRQௐ KDVௐDOZD\VௐEHHQௐDWௐWKHௐKHDUWௐRIௐ3RODULVௐDQGௐVRPHௐUHFHQWௐWHFKQRORJLFDOௐDGYDQFHVௐWKDWௐFDQௐ EHQHILWௐ6RXUFHZHOOௐPHPEHUVௐLQFOXGH

ௐ5,'(ௐ&200$1'WKHௐRULJLQDOௐQDWLRQZLGHௐRIIURDGௐPDSSLQJௐV\VWHPௐZLWKௐRYHUௐDௐPLOOLRQௐ PLOHVௐRIௐYHULILHGௐWUDLOVௐDQGௐXQLTXHௐIHDWXUHVௐ5,'(ௐ&200$1'ௐLVௐDYDLODEOHௐIUHHௐRIௐFKDUJHௐIRUௐ DOOௐULGHUVௐYLDௐWKHௐ3RODULVௐDSSௐRQOLQHௐRUௐLQௐ\RXUௐYHKLFOHௐௐ([SHULHQFHௐKDVVOHIUHHௐRZQHUVKLSௐ ZLWKௐ5,'(ௐ&200$1'ௐ0RQLWRUௐ\RXUௐYHKLFOH¶VௐKHDOWKௐORFDWLRQௐDQGௐPDLQWHQDQFHௐVFKHGXOHௐ ULJKWௐIURPௐ\RXUௐSDOPௐ$YDLODEOHௐRQௐVHOHFWௐPRGHOVௐWKHௐௐ'LVSOD\ௐSRZHUHGௐE\ௐ5,'(ௐ &200$1'ௐSXWVௐYHKLFOHௐFRQWUROVௐDWௐ\RXUௐILQJHUWLSVௐ:LWKௐJORYHWRXFKௐFRPSDWLELOLW\ௐVLPSO\ௐWDSௐ WRௐVHDPOHVVO\ௐVZLWFKௐIHDWXUHVௐQDYLJDWHௐRUௐDFFHVVௐFRQILJXUDEOHௐJDXJHௐYLHZVௐ5,'(ௐ &200$1'ௐDOORZVௐ\RXௐWRௐVWD\ௐFRQQHFWHGௐZLWKௐIHOORZௐULGHUVௐHYHQௐRQௐ\RXUௐPRVWௐUHPRWHௐ DGYHQWXUHVௐZLWKௐ*URXSௐ5LGHௐ7UDFNௐ\RXUௐMRXUQH\VௐVHQGௐPHVVDJHVௐDQGௐQDYLJDWHௐZLWKௐHDVH² HYHQௐZKHQௐ\RX
UHௐRIIOLQHௐௐ7KHௐXVHௐGDWDௐWKDWௐFDQௐEHௐKDUYHVWHGௐIURPௐWKHௐ7HOHPHWULFௐV\VWHPௐ DOORZVௐDQDO\VLVௐRIௐ\RXUௐFRPSOHWHௐIOHHWௐQRௐPDWWHUௐWKHௐORFDWLRQௐ7KLVௐLQIRUPDWLRQௐHQDEOHVௐWKHௐ HIILFLHQWௐXVHௐRIௐWKHௐYHKLFOHVௐRYHUௐWKHௐHQWLUHௐPDLQWHQDQFHௐF\FOHௐDOORZLQJௐIRUௐGHILQHGௐDQGௐ SUHGLFWDEOHௐPDLQWHQDQFHௐSHULRGVௐDQGௐPDLQWHQDQFHௐEXGJHWLQJௐEDVHGௐRQௐPD[LPL]LQJௐWKHௐXVHௐRIௐ DOOௐWKHௐYHKLFOHVௐLQௐDௐIOHHWௐ7KHௐXVHௐFDVHௐLQIRUPDWLRQௐJDWKHUHGௐFDQௐLQWHOOLJHQWO\ௐLQIRUPௐRQௐIXWXUHௐ IOHHWௐSXUFKDVHௐUHTXLUHPHQWVௐWRௐRSWLPL]HௐWKHௐQXPEHUௐRIௐXQLWVௐIRUௐWKHௐMREௐDQGௐSUHGLFWHGௐOLIHௐ F\FOHௐEDVHGௐRQௐQXPEHUௐRIௐKRXUVௐWKHௐLQGLYLGXDOௐXQLWVௐDUHௐEHLQJௐXVHG ,QௐFDVHVௐRIௐYHKLFOHௐIOHHWVௐGLVSHUVHGௐRYHUௐDௐODUJHௐDUHDௐWKHௐYHKLFOHௐWUDFNLQJௐDOORZVௐSLQSRLQWௐ ORFDWLRQVௐRIௐ\RXUௐLQGLYLGXDOௐIOHHWௐXQLWVௐDOORZLQJௐHIILFLHQWௐSODQQLQJௐIRUௐGDLO\ௐXVHௐEDVHGௐRQௐ YHKLFOHௐDYDLODELOLW\ௐ)RUௐHPHUJHQFLHVௐLQௐUHPRWHௐORFDWLRQVௐLWௐDOVRௐDOORZVௐWUDFNLQJௐRIௐYHKLFOHVௐ WKDWௐFDQௐEHௐFRRUGLQDWHGௐZLWKௐUHVFXHௐVHUYLFHVௐIRUௐH[SHGLWHGௐFRRUGLQDWLRQௐRIௐFDUHௐ

5$1*(5ௐ.LQHWLFௐ±7RௐPHHWௐWKHௐJURZLQJௐGHPDQGௐIRUௐ]HURௐHPLVVLRQௐYHKLFOHVௐ =(9
ௐFOHDQௐ
DQGௐDOWHUQDWLYHௐIXHOௐYHKLFOHVௐ
$)9
ௐ3RODULVௐ*RYHUQPHQWௐDQGௐ'HIHQVHௐRIIHUVௐWKHௐDOOQHZௐ
HOHFWULFௐ5$1*(5ௐWRௐJRYHUQPHQWௐRUJDQL]DWLRQVௐLQFOXGLQJௐIHGHUDOௐVWDWHௐDQGௐORFDOௐDJHQFLHVௐDQGௐ QRQSURILWVௐ
7KLVௐDOOQHZௐDOOHOHFWULFௐ5$1*(5ௐ;3ௐ.LQHWLFௐLVௐDௐVLJQLILFDQWௐRIIHULQJௐIRUௐRXUௐJRYHUQPHQWௐ FXVWRPHUVௐWKDWௐQHHGௐWRௐLQFRUSRUDWHௐPRUHௐHOHFWULFௐYHKLFOHVௐLQWRௐWKHLUௐIOHHWௐZLWKRXWௐVDFULILFLQJௐ XWLOLW\ௐSHUIRUPDQFHௐRUௐGXUDELOLW\ௐ7KHௐ5$1*(5ௐ;3ௐ.LQHWLFௐFDQௐGHFUHDVHௐWRWDOௐFRVWௐRIௐ RZQHUVKLSௐUHGXFHௐ&2ௐHPLVVLRQVௐDQGௐRSHUDWHௐTXLHWO\

2(0ௐ&HUWLILHGௐ/DZௐ(QIRUFHPHQWௐDQGௐ)LUHௐ ௐ5HVFXHௐPRGHOVௐௐ /DZௐ(QIRUFHPHQWௐௐ6HFXULW\ௐSDWUROௐVSHFLDOௐHYHQWVௐSHUVRQQHOௐWUDQVSRUWௐFXVWRPVௐDQGௐERUGHUௐ SURWHFWLRQௐGLVDVWHUௐUHOLHIௐDQGௐILUVWௐUHVSRQVH
)LUHௐ ௐ5HVFXHௐௐILUHௐSUHYHQWLRQௐILUHௐUHVSRQVHௐDQGௐVHDUFKௐ ௐUHVFXH

ௐ$OOௐQHZௐ3RODULVௐ;3(',7,21ௐZLWKௐDௐKSௐ3URVWDUௐௐ*HQௐௐHQJLQHௐWRௐFDUU\ௐJHDUௐLQWRௐ GHHSௐEDFNௐFRXQWU\

$OOௐQHZௐ5$1*(5ௐ;'ௐௐH[WUHPHௐGXW\ௐIHDWXULQJௐDௐௐFFௐHQJLQHௐOEௐWRZLQJௐ FDSDFLW\ௐDQGௐOEௐFDUJRௐER[ௐSD\ORDG
ௐ.HYODUௐEDFNHGௐVHDWVௐRQௐ3URௐ;'ௐXWLOLW\ௐYHKLFOHVௐUHVLVWௐSXQFWXUHVௐDQGௐWHDUVௐIRFXVHGௐRQௐ UHGXFLQJௐFRVWௐRIௐRZQHUVKLS
ௐ9HKLFOHௐIDXOWௐDODUPVௐRQௐ3URௐ;'ௐXWLOLW\ௐYHKLFOHVௐWRௐQRWLI\ௐXVHUVௐRIௐSRWHQWLDOௐLVVXHVௐWKDWௐFRXOGௐ FDXVHௐVHULRXVௐGDPDJHௐWRௐWKHௐYHKLFOHௐ$ௐFRPELQDWLRQௐRIௐYLVXDOௐ GLVSOD\
ௐDQGௐDXGLEOHௐDODUPVௐ
LQFOXGHௐORZௐRLOௐSUHVVXUHௐSDUNLQJௐEUHDNௐHQJDJHPHQWௐEHOWௐVOLSௐDQGௐHQJLQHௐRYHUKHDW ௐ6SHHGௐOLPLWHGௐXWLOLW\ௐYHKLFOHVௐWRௐௐPSKௐLIௐVHDWௐEHOWௐLVௐQRWௐHQJDJHG ௐ+HDWLQJௐDQGௐDLUௐFRQGLWLRQLQJௐLQௐDௐIXOO\ௐFDEEHGௐYHKLFOHௐRQௐFHUWDLQௐ5$1*(5ௐXWLOLW\ௐYHKLFOHVௐ UHVXOWLQJௐLQௐUHGXFHGௐRSHUDWRUௐIDWLJXHௐDQGௐLQFUHDVHGௐSURGXFWLYLW\ ௐ,QGXVWU\ILUVWௐSORZௐPRGHௐRQௐFHUWDLQௐ5$1*(5ௐXWLOLW\ௐYHKLFOHVௐPDNLQJௐVQRZௐSORZLQJௐPRUHௐ HIILFLHQWௐE\ௐDXWRPDWLFDOO\ௐDGMXVWLQJௐWKHௐSORZௐSRVLWLRQௐGHSHQGLQJௐRQௐWKHௐJHDUௐWKHௐYHKLFOHௐLVௐLQ ௐ2XUௐVHOIH[WLQJXLVKLQJௐSODVWLFVௐDQGௐIODPHUHWDUGDQWௐPDWHULDOVௐDUHௐVWUDWHJLFDOO\ௐORFDWHGௐIRUௐDௐ VDIHௐDQGௐFRPIRUWDEOHௐULGLQJௐH[SHULHQFH
,QௐDGGLWLRQௐWKHௐ\HDUௐH[FOXVLYHௐSDUWQHUVKLSௐDJUHHPHQWௐVLJQHGௐLQௐ6HSWHPEHUௐௐEHWZHHQௐ 3RODULVௐDQGௐ=HURௐ0RWRUF\FOHVௐZLOOௐHQDEOHௐ3RODULVௐWRௐGHYHORSௐPDQXIDFWXUHௐDQGௐVHOOௐHOHFWULILHGௐ XWLOLW\ௐYHKLFOHVௐXVLQJௐ=HUR¶VௐSRZHUWUDLQௐWHFKQRORJ\ௐKDUGZDUHௐDQGௐVRIWZDUH 3RODULVௐLVௐZHOOௐSRVLWLRQHGௐWRௐDFFHOHUDWHௐWKHௐGHYHORSPHQWௐRIௐLWVௐSUHPLXPௐHOHFWULFௐYHKLFOHௐ RIIHULQJௐDFURVVௐLWVௐSURGXFWௐOLQHVௐDQGௐWRௐOHDGௐWKHௐLQGXVWU\ௐLQௐHOHFWULILFDWLRQௐ±ௐDQRWKHUௐH[DPSOH RIௐWKHௐWHFKQRORJLFDOௐDGYDQFHVௐWKDWௐFDQௐEHQHILWௐ6RXUFHZHOOௐPHPEHUV
Bid Number: RFP 091024 Vendor Name: Polaris Sales Inc.

'HVFULEHௐDQ\ௐ³JUHHQ´ௐLQLWLDWLYHVௐ
WKDWௐUHODWHௐWRௐ\RXUௐFRPSDQ\ௐRUௐWRௐ
\RXUௐ6ROXWLRQVௐDQGௐLQFOXGHௐDௐOLVWௐ
RIௐWKHௐFHUWLI\LQJௐDJHQF\ௐIRUௐHDFK
,QௐOLQHௐZLWKௐRXUௐEHOLHIௐLQௐFRQWLQXRXVௐLPSURYHPHQWௐ3RODULVௐZRUNVௐWRௐUHGXFHௐRXUௐHQYLURQPHQWDOௐ LPSDFWௐDQGௐFUHDWHௐHIILFLHQFLHVௐDFURVVௐRXUௐRSHUDWLRQVௐ²ௐIURPௐVXSSOLHUVௐPDQXIDFWXULQJௐDQGௐ GLVWULEXWLRQௐWRௐRXUௐRIILFHௐIDFLOLWLHVௐ$IWHUௐFRPSOHWLQJௐRXUௐSUHYLRXVௐILYH\HDUௐHQYLURQPHQWDOௐJRDOVௐ LQௐௐZHௐLQWURGXFHGௐQHZௐௐJRDOVௐRXWOLQHGௐEHORZௐIRFXVHGௐRQௐIXUWKHULQJௐHQYLURQPHQWDOௐ VXVWDLQDELOLW\
ௐௐௐௐௐUHQHZDEOHௐHOHFWULFLW\
ௐௐௐௐௐUHGXFWLRQௐLQௐDEVROXWHௐ*+*ௐHPLVVLRQVௐ
6FRSHௐௐDQGௐ6FRSHௐ

ௐௐௐௐ
ௐRIௐZDVWHௐGLYHUWHGௐIURPௐODQGILOOV
ௐௐௐௐ3DUWLFLSDWHௐLQௐWKHௐ86ௐ(QYLURQPHQWDOௐ3URWHFWLRQௐ$JHQF\¶Vௐ6PDUW:D\ௐ7UDQVSRUWDWLRQௐ 3DUWQHUVKLS
ௐௐௐௐௐRIௐPDQXIDFWXULQJௐIDFLOLWLHVௐZLOOௐLPSOHPHQWௐDௐZDWHUௐVWHZDUGVKLSௐSURJUDP 2XUௐFRUSRUDWHௐUHVSRQVLELOLW\ௐUHSRUWௐௐKDVௐEHHQௐLQFOXGHGௐDVௐDQௐDWWDFKPHQWௐLQௐDௐ]LSௐILOHௐDORQJௐ ZLWKௐRXUௐ$QQXDOௐ5HSRUW
,QௐDGGLWLRQௐWRௐFRUSRUDWHௐLQLWLDWLYHVௐ3RODULVௐKDVௐLQWURGXFHGௐWKHௐDOOQHZௐDOOHOHFWULFௐ5$1*(5ௐ;3ௐ .LQHWLFௐWRௐRXUௐJRYHUQPHQWௐFXVWRPHUVௐWKDWௐQHHGௐWRௐLQFRUSRUDWHௐPRUHௐHOHFWULFௐYHKLFOHVௐLQWRௐWKHLUௐ IOHHWௐZLWKRXWௐVDFULILFLQJௐXWLOLW\ௐSHUIRUPDQFHௐRUௐGXUDELOLW\ௐ 7KHௐ5$1*(5ௐ;3ௐ.LQHWLFௐFDQௐGHFUHDVHௐWRWDOௐFRVWௐRIௐRZQHUVKLSௐUHGXFHௐ&2ௐHPLVVLRQVௐDQGௐ RSHUDWHௐTXLHWO\

,GHQWLI\ௐDQ\ௐWKLUGSDUW\ௐLVVXHGௐHFR
ODEHOVௐUDWLQJVௐRUௐFHUWLILFDWLRQVௐWKDWௐ
\RXUௐFRPSDQ\ௐKDVௐUHFHLYHGௐIRUௐWKHௐ
6ROXWLRQVௐLQFOXGHGௐLQௐ\RXUௐ3URSRVDOௐ
UHODWHGௐWRௐHQHUJ\ௐHIILFLHQF\ௐRUௐ
FRQVHUYDWLRQௐOLIHF\FOHௐGHVLJQௐ

FUDGOHWRFUDGOH
ௐRUௐRWKHUௐ
JUHHQVXVWDLQDELOLW\ௐIDFWRUV
$VௐDௐUHVSRQVLEOHௐFRUSRUDWHௐFLWL]HQௐ3RODULVௐLVௐGHGLFDWHGௐWRௐSURWHFWLQJௐKXPDQௐKHDOWKௐQDWXUDOௐ UHVRXUFHVௐDQGௐWKHௐJOREDOௐHQYLURQPHQWௐ7KLVௐGHGLFDWLRQௐUHDFKHVௐIXUWKHUௐWKDQௐFRPSOLDQFHௐZLWKௐ WKHௐODZௐWRௐHQFRPSDVVௐWKHௐLQWHJUDWLRQௐRIௐVRXQGௐHQYLURQPHQWDOௐSUDFWLFHVௐLQWRௐRXUௐEXVLQHVVௐ GHFLVLRQVௐ7KHௐIROORZLQJௐ(QYLURQPHQWDOௐ3ULQFLSOHVௐSURYLGHௐJXLGDQFHௐWRௐ3RODULVௐSHUVRQQHOௐ ZRUOGZLGHௐLQௐWKHௐFRQGXFWௐRIௐWKHLUௐGDLO\ௐEXVLQHVVௐSUDFWLFHV

ௐ:HௐDUHௐFRPPLWWHGௐWRௐWDNLQJௐDFWLRQVௐWRௐSUHVHUYHௐWKHௐHQYLURQPHQW ௐ:HௐDUHௐFRPPLWWHGௐWRௐUHGXFLQJௐZDVWHௐDQGௐSROOXWDQWVௐFRQVHUYLQJௐUHVRXUFHVௐDQGௐUHF\FOLQJ PDWHULDOVௐDWௐHYHU\ௐVWDJHௐRIௐWKHௐSURGXFWௐOLIHௐF\FOH
ௐ:HௐDUHௐFRPPLWWHGௐWRௐUHGXFLQJௐJUHHQKRXVHௐJDVௐLQWHQVLW\ௐLPSURYLQJௐHQHUJ\ௐHIILFLHQF\ௐDQGௐ LQFUHDVLQJௐUHQHZDEOHVௐDVௐDௐSDUWௐRIௐRXUௐHQHUJ\ௐSRUWIROLR ௐ:HௐDUHௐFRPPLWWHGௐWRௐFRQWLQXDOO\ௐDVVHVVLQJௐWKHௐLPSDFWௐRIௐRXUௐIDFLOLWLHVௐKDYHௐRQௐWKHௐ HQYLURQPHQWௐDQGௐWKHௐFRPPXQLWLHVௐLQௐZKLFKௐZHௐOLYHௐDQGௐRSHUDWHௐZLWKௐDௐJRDOௐRIௐGULYLQJௐ FRQWLQXRXVௐLPSURYHPHQW
3RODULVௐLVௐFRPPLWWHGௐWRௐSXUFKDVLQJௐRUௐSURGXFLQJௐDௐSRUWIROLRௐRIௐௐUHQHZDEOHௐHOHFWULFLW\ௐE\ௐ ௐௐ,QௐௐZHௐDFKLHYHGௐ
ௐ3RODULVௐFXUUHQWO\ௐKDVௐIRXUௐRQVLWHௐVRODUௐSURMHFWVௐWKDWௐJHQHUDWHௐௐPHJDZDWWKRXUVௐRIௐ UHQHZDEOHௐHQHUJ\ௐLQௐ
3RODULVௐFRPPLWWHGௐWRௐDQGௐDFKLHYHGௐDௐௐUHGXFWLRQௐLQௐ*+*ௐHPLVVLRQVௐE\ௐௐDQGௐKDVௐVHWௐ DௐQHZௐJRDOௐWRௐDFKLHYHௐDௐௐUHGXFWLRQௐE\ௐ
ௐ,QௐௐZHௐFRQVWUXFWHGௐDௐVRODUௐSDQHOௐLQVWDOODWLRQௐRQௐWKHௐURRIௐRIௐRQHௐRIௐRXUௐGLVWULEXWLRQௐ FHQWHUVௐWKDWௐZLOOௐSURGXFHௐௐPHJDZDWWௐKRXUVௐRIௐHQHUJ\ௐDQQXDOO\ௐௐ([FHVVௐFDSDFLW\ௐZLOOௐEHௐ VROGௐEDFNௐWRௐWKHௐJULG
,QௐௐWKUHHௐRIௐRXUௐ86ௐIDFLOLWLHVௐFRPSOHWHGௐOLJKWLQJௐXSJUDGHVௐVZDSSLQJௐRXWௐIOXRUHVFHQWௐ OLJKWVௐZLWKௐ/('ௐVDYLQJௐ0:KௐRIௐHOHFWULFLW\ௐDQGௐௐPHWULFௐWRQVௐRIௐ&2ௐDQQXDOO\
:KDWௐXQLTXHௐDWWULEXWHVௐGRHVௐ\RXUௐ
FRPSDQ\ௐ\RXUௐSURGXFWVௐRUௐ\RXUௐ
VHUYLFHVௐRIIHUௐWRௐ6RXUFHZHOOௐ
SDUWLFLSDWLQJௐHQWLWLHV"ௐ:KDWௐPDNHVௐ
\RXUௐSURSRVHGௐVROXWLRQVௐXQLTXHௐLQௐ
\RXUௐLQGXVWU\ௐDVௐLWௐDSSOLHVௐWRௐ
6RXUFHZHOOௐSDUWLFLSDWLQJௐHQWLWLHV"
3RODULVௐ*RYHUQPHQWௐ ௐ'HIHQVHௐLVௐDௐEXVLQHVVௐXQLWௐZLWKLQௐ3RODULVௐGHGLFDWHGௐWRௐWKHௐXQLTXHௐ QHHGVௐRIௐRXUௐJRYHUQPHQWௐDQGௐPLOLWDU\ௐFXVWRPHUVௐௐ,QௐH[LVWHQFHௐIRUௐQHDUO\ௐௐ\HDUVௐZHௐ SURYLGHௐDOOௐWKHௐDGYDQWDJHVௐRIௐDQௐ2(0ௐZLWKௐWKHௐUHVSRQVLYHQHVVௐRIௐDௐVPDOOௐEXVLQHVVௐXQLWௐ±ௐ DQGௐFRPELQHGௐZLWKௐRXUௐH[WHQVLYHௐFRPPHUFLDOௐGHDOHUௐQHWZRUNௐZHௐSURYLGHௐFRQILGHQFHௐLQௐWKHௐ FDSDELOLW\ௐRIௐRXUௐSURGXFWVௐDQௐH[WHQVLYHௐORJLVWLFDOௐDQGௐPDLQWHQDQFHௐVXSSRUWௐQHWZRUNௐDQGௐDௐ FRPSUHKHQVLYHௐQXPEHUௐRIௐSURYHQௐDFFHVVRULHVௐWRௐHQVXUHௐWKHௐYHKLFOHVௐZHௐSURYLGHௐPHHWௐ\RXUௐ DSSOLFDWLRQௐQHHGV
*RYHUQPHQWௐDQGௐ'HIHQVHௐFXVWRPHUVௐKDYHௐXQLTXHௐXVHௐFDVHVௐDQGௐFKDOOHQJHVௐIRUௐWKHLUௐIOHHWVௐ WKDWௐDUHௐQRWௐSUHVHQWௐLQௐWKHௐFRQVXPHUௐPDUNHWௐ2XUௐH[SHULHQFHGௐDQGௐGHGLFDWHGௐWHDPௐLQௐ *RYHUQPHQWௐDQGௐ'HIHQVHௐXQGHUVWDQGௐWKRVHௐFKDOOHQJHVௐDQGௐDSSO\ௐWKDWௐNQRZOHGJHௐLQௐWKHௐ UHFRPPHQGDWLRQVௐIRUௐ\RXUௐYHKLFOHௐUHTXLUHPHQWVௐXSILWWLQJௐSDFNDJHVௐDQGௐVXSSRUWௐWKDWௐDOORZௐ \RXUௐIOHHWௐPDQDJHUVௐDQGௐSURFXUHPHQWௐDJHQWVௐWRௐSXUFKDVHௐZLWKௐFRQILGHQFHௐWKDWௐWKH\ௐKDYHௐWKHௐ ULJKWௐYHKLFOHௐIRUௐWKHௐMREௐDQGௐWKHௐH[SHULHQFHGௐ2(0ௐVXSSRUWௐWRௐUHGXFHௐWKHௐEXUGHQௐRQௐWKHௐIOHHWௐ PDQDJHUVௐ2XUௐWHDPௐDOVRௐEULQJVௐH[WHQVLYHௐNQRZOHGJHௐIRUௐQHZௐHTXLSPHQWௐWUDLQLQJௐௐXVHUௐ GULYHUௐWUDLQLQJௐDQGௐPDLQWHQDQFHௐWKDWௐDOORZVௐIRUௐDௐVXFFHVVIXOௐUROOௐRXWௐRIௐDௐFRPSOHWHௐIOHHWௐRIௐ YHKLFOHVௐQRௐPDWWHUௐZKDWௐWKHௐWDVNLQJௐ3RODULVௐLVௐWKHௐRQO\ௐRIIURDGௐ2(0ௐWRௐSURYLGHௐODZௐ HQIRUFHPHQWௐILUHௐDQGௐUHVFXHௐSHUVRQQHOௐZLWKௐWXUQNH\ௐYHKLFOHௐVROXWLRQVௐYDOLGDWLRQௐZDUUDQW\ௐ WUDLQLQJௐVHUYLFHௐDQGௐHDVHௐRIௐSXUFKDVLQJௐ7KLVௐLVௐSDUDPRXQWௐIRUௐGHSDUWPHQWVௐWRௐKDYHௐWKHௐ FRQILGHQFHௐWKDWௐWKHௐLQWHJUDWLRQௐLVௐYDOLGDWHGௐRQௐWKHௐYHKLFOHௐDQGௐVXSSRUWHGௐZLWKௐDௐZDUUDQW\
'HVFULEHௐDQ\ௐVDIHW\ௐIHDWXUHVௐ\RXUௐ
SURGXFWVௐKDYHௐVXFKௐDVௐVHDWௐEHOWVௐ
UROORYHUௐSURWHFWLRQௐEUDNHௐOLJKWVௐ
VWDELOLW\ௐFRQWUROௐHPHUJHQF\ௐVKXWRIIௐ
HWF
$OOௐRIௐRXUௐ879
VௐFRQWDLQௐ52+9$ௐFHUWLILHGௐ5ROOௐ2YHUௐ3URWHFWௐ6\VWHPVௐ
5236
ௐVHDWௐEHOWVௐFDEௐ
QHWVௐRUௐGRRUVௐKHDGOLJKWVௐDQGௐEUDNHௐOLJKWVௐௐ$GGLWLRQDOO\ௐVRPHௐPRGHOௐYHKLFOHVௐFDQௐEHௐ HTXLSSHGௐZLWKௐ5LGHௐ&RPPDQGௐ$FWLYHௐ'HFHQWௐ&RQWUROௐ
$'&
ௐHOHFWURQLFௐVSHHGௐOLPLWHUVௐௐDQGௐ
'<1$0,;ௐVHPLDFWLYHௐVXVSHQVLRQௐௐ2XUௐ$79VௐDQGௐVQRZPRELOHVௐKDYHௐKHDGOLJKWVௐEUDNHௐOLJKWVௐ HPHUJHQF\ௐVKXWRIIௐVZLWFKHV
Bid Number: RFP 091024 Vendor Name: Polaris Sales Inc.

$UHௐ\RXUௐSURGXFWVௐHTXLSSHGௐZLWKௐ
*36ௐRUௐWHOHPDWLFVௐIHDWXUHVௐRUௐ
RWKHUௐURXWHௐRSWLPL]DWLRQௐRSWLRQV"
3RODULVௐ5,'(ௐ&200$1'ௐLVௐWKHௐRULJLQDOௐQDWLRQZLGHௐRIIURDGௐPDSSLQJௐV\VWHPௐZLWKௐRYHUௐDௐ PLOOLRQௐPLOHVௐRIௐYHULILHGௐWUDLOVௐDQGௐXQLTXHௐIHDWXUHVௐ5,'(ௐ&200$1'ௐLVௐDYDLODEOHௐIUHHௐRIௐ FKDUJHௐIRUௐDOOௐULGHUVௐYLDௐWKHௐ3RODULVௐDSSௐRQOLQHௐRUௐLQௐ\RXUௐYHKLFOHௐௐ([SHULHQFHௐKDVVOHIUHHௐ RZQHUVKLSௐZLWKௐ5,'(ௐ&200$1'ௐ0RQLWRUௐ\RXUௐYHKLFOH¶VௐKHDOWKௐORFDWLRQௐDQGௐPDLQWHQDQFHௐ VFKHGXOHௐULJKWௐIURPௐ\RXUௐSDOPௐ$YDLODEOHௐRQௐVHOHFWௐPRGHOVௐWKHௐௐ'LVSOD\ௐSRZHUHGௐE\ௐ5,'(ௐ &200$1'ௐSXWVௐYHKLFOHௐFRQWUROVௐDWௐ\RXUௐILQJHUWLSVௐ:LWKௐJORYHWRXFKௐFRPSDWLELOLW\ௐVLPSO\ௐWDSௐ WRௐVHDPOHVVO\ௐVZLWFKௐIHDWXUHVௐQDYLJDWHௐRUௐDFFHVVௐFRQILJXUDEOHௐJDXJHௐYLHZVௐ6WD\ௐFRQQHFWHGௐ ZLWKௐIHOORZௐULGHUVௐHYHQௐRQௐ\RXUௐPRVWௐUHPRWHௐDGYHQWXUHVௐZLWKௐ*URXSௐ5LGHௐ7UDFNௐ\RXUௐMRXUQH\Vௐ VHQGௐPHVVDJHVௐDQGௐQDYLJDWHௐZLWKௐHDVH²HYHQௐZKHQௐ\RX
UHௐRIIOLQH
&RQILGHQWO\ௐH[SORUHௐQHZௐURXWHVௐZLWKௐ*36ௐQDYLJDWLRQௐDQGௐRYHUௐDௐPLOOLRQௐPLOHVௐRIௐYHULILHGௐWUDLOVௐ DFFHVVLEOHௐHYHQௐZLWKRXWௐFHOOௐVHUYLFHௐ(DVLO\ௐGRZQORDGௐDYDLODEOHௐWUDLOௐGDWDௐLQFOXGLQJௐGHWDLOVௐ DERXWௐERWKௐSXEOLFௐDQGௐSULYDWHௐODQG
5,'(ௐ&200$1'ௐPDNHVௐSODQQLQJௐ\RXUௐURXWHௐHDV\ௐDQGௐHQKDQFHVௐRQERDUGௐQDYLJDWLRQௐE\ௐ KLJKOLJKWLQJௐSRLQWVௐRIௐLQWHUHVWௐDQGௐDOORZLQJௐ\RXௐWRௐVHWௐZD\SRLQWVௐIRUௐ\RXUௐULGH7KLVௐPDSSLQJௐ FDSDELOLW\ௐDQGௐZD\SRLQWௐDGGLWLRQVௐFDQௐHDVLO\ௐFRQVWUXFWௐURXWHVௐIRUௐRWKHUVௐWRௐIROORZௐDOORZLQJௐIRUௐ FRQVLVWHQF\ௐLQௐWKHௐFRYHUDJHௐRIௐDUHDVௐRIௐLQWHUHVWௐDQGௐGDLO\ௐGXWLHVௐRXWOLQHGௐIRUௐDௐIXOOௐWHDPௐ V\QFLQJௐWKHLUௐWUDYHOVௐWRJHWKHUௐ7KHௐXVHௐGDWDௐWKDWௐFDQௐEHௐKDUYHVWHGௐIURPௐWKHௐ7HOHPHWULFௐV\VWHPௐ DOORZVௐDQDO\VLVௐRIௐ\RXUௐFRPSOHWHௐIOHHWௐQRௐPDWWHUௐWKHௐORFDWLRQௐ7KLVௐLQIRUPDWLRQௐHQDEOHVௐWKHௐ HIILFLHQWௐXVHௐRIௐWKHௐYHKLFOHVௐRYHUௐWKHௐHQWLUHௐPDLQWHQDQFHௐF\FOHௐDOORZLQJௐIRUௐGHILQHGௐDQGௐ SUHGLFWDEOHௐPDLQWHQDQFHௐSHULRGVௐDQGௐPDLQWHQDQFHௐEXGJHWLQJௐEDVHGௐRQௐPD[LPL]LQJௐWKHௐXVHௐRIௐ DOOௐWKHௐYHKLFOHVௐLQௐDௐIOHHWௐ7KHௐXVHௐFDVHௐLQIRUPDWLRQௐJDWKHUHGௐFDQௐLQWHOOLJHQWO\ௐLQIRUPௐRQௐIXWXUHௐ IOHHWௐSXUFKDVHௐUHTXLUHPHQWVௐWRௐRSWLPL]HௐWKHௐQXPEHUௐRIௐXQLWVௐIRUௐWKHௐMREௐDQGௐSUHGLFWHGௐOLIHௐ F\FOHௐEDVHGௐRQௐQXPEHUௐRIௐKRXUVௐWKHௐLQGLYLGXDOௐXQLWVௐDUHௐEHLQJௐXVHG 9HKLFOHௐ/RFDWLRQ
,QௐFDVHVௐRIௐYHKLFOHௐIOHHWVௐGLVSHUVHGௐRYHUௐDௐODUJHௐDUHDௐWKHௐYHKLFOHௐWUDFNLQJௐDOORZVௐSLQSRLQWௐ ORFDWLRQVௐRIௐ\RXUௐLQGLYLGXDOௐIOHHWௐXQLWVௐDOORZLQJௐHIILFLHQWௐSODQQLQJௐIRUௐGDLO\ௐXVHௐEDVHGௐRQௐ YHKLFOHௐDYDLODELOLW\ௐ)RUௐHPHUJHQFLHVௐLQௐUHPRWHௐORFDWLRQVௐLWௐDOVRௐDOORZVௐWUDFNLQJௐRIௐYHKLFOHVௐ WKDWௐFDQௐEHௐFRRUGLQDWHGௐZLWKௐUHVFXHௐVHUYLFHVௐIRUௐH[SHGLWHGௐFRRUGLQDWLRQௐRIௐFDUH 'HVFULEHௐKRZௐ\RXUௐSURGXFWVௐ
SRVLWLYHO\ௐFRQWULEXWHௐWRௐ
HQYLURQPHQWDOௐFRQFHUQVௐVXFKௐDVௐDLUௐ
SROOXWLRQ
6LQFHௐRXUௐVLJQLQJௐRIௐDௐWHQௐ\HDUௐDJUHHPHQWௐZLWKௐ=HURௐ0RWRUF\FOHௐLQௐௐ3RODULVௐKDVௐVSHQWௐ VLJQLILFDQWௐHIIRUWௐLQௐHOHFWULILFDWLRQௐRIௐRXUௐSURGXFWௐOLQHௐLQFOXGLQJௐKLJKHUௐKRUVHSRZHUௐHOHFWULFௐ SRQWRRQVௐDQGௐWKHௐLQWURGXFWLRQௐRIௐWKHௐ5$1*(5ௐ;3ௐ.LQHWLFௐDQௐDOOHOHFWULFௐSRZHUWUDLQௐ HQJLQHHUHGௐIRUௐRIIURDGௐXVHௐௐ7KHௐ5$1*(5ௐ;3ௐ.LQHWLFௐUHFHLYHGௐWKHௐௐ3RSXODUௐ6FLHQFHௐ %HVWௐRIௐ:KDW
Vௐ1HZௐ$ZDUGௐZLWKLQௐWKHௐDXWRPRWLYHௐFDWHJRU\ௐ:HௐKDYHௐODXQFKHGௐDௐOLWKLXPLRQௐ EDWWHU\ௐJOREDOௐOLIHF\FOHௐPDQDJHPHQWௐSURJUDPௐDQGௐSDUWQHUHGௐZLWKௐWKHௐ6WDWHௐRIௐ0LFKLJDQௐWRௐ GHYHORSௐDௐQHWZRUNௐRIௐ(9ௐFKDUJLQJௐVWDWLRQVௐRQௐWKHLUௐRIIURDGௐWUDLOௐV\VWHPVௐௐ$GGLWLRQDOO\ௐDOOௐRIௐ RXUௐPRGHOVௐPHHWௐ&$5%ௐ
&DOLIRUQLDௐ$LUௐ5HVRXUFHௐ%RDUG
ௐDQGௐ(3$ௐHPLVVLRQVௐDVௐZHOOௐDVௐ
RIIHULQJௐ7XUIௐ0RGHௐWRௐOHVVHQௐLPSDFWௐRQௐVRLOVௐDQGௐOLPLWௐHURVLRQ Bid Number: RFP 091024 Vendor Name: Polaris Sales Inc.

7DEOH%
9DOXH$GGHG$WWULEXWHV
/LQH
,WHP 4XHVWLRQ &HUWLILFDWLRQ 2IIHUHG &R PPHQW

6HOHFWௐDQ\ௐ:RPHQௐRUௐ
0LQRULW\ௐ%XVLQHVVௐ
(QWLW\ௐ
:0%(
ௐ6PDOOௐ
%XVLQHVVௐ(QWLW\ௐ

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

<HV
1R
$VௐDௐFRQWUDFWRUௐGRLQJௐEXVLQHVVௐZLWKௐWKHௐ)HGHUDOௐJRYHUQPHQWௐ 3RODULVௐPDLQWDLQVௐDQௐDSSURYHGௐ6PDOOௐ%XVLQHVVௐ6XEFRQWUDFWLQJௐ 3ODQௐWKDWௐLWௐLVௐUHTXLUHGௐWRௐVXEPLWௐRQௐDQௐDQQXDOௐEDVLVௐ,Wௐ RXWOLQHVௐRXUௐFRPPLWPHQWௐWRௐVHHNLQJௐRSSRUWXQLWLHVௐWRௐFRQWUDFWௐ ZLWKௐVPDOOௐVPDOOௐGLVDGYDQWDJHG
ZRPDQௐRZQHGௐYHWHUDQௐRZQHGௐVHUYLFHௐGLVDEOHGௐYHWHUDQௐRZQHGௐ DQGௐ+XE=RQHௐEXVLQHVVHV
3OHDVHௐUHIHUௐWRௐWKHௐDWWDFKPHQWVௐVHFWLRQௐRIௐWKHௐSURSRVDOௐIRUௐDௐ FRS\ௐRIௐWKHௐௐ86*ௐ$SSURYHGௐ6PDOOௐ%XVLQHVVௐ
6XEFRQWUDFWLQJௐ3ODQ
0LQRULW\ௐ%XVLQHVVௐ
(QWHUSULVHௐ
0%(

<HV
1R

5.2ௐ(QWHUSULVHV
:RPHQௐ%XVLQHVVௐ
(QWHUSULVHௐ
:%(

<HV
1R
3DXOVRQௐ3XEOLFௐ5HODWLRQV
'LVDEOHG2ZQHGௐ
%XVLQHVVௐ(QWHUSULVHௐ

'2%(

<HV
1R
'HIHQVHௐ$HURVSDFHௐ,QWHUQDWLRQDOௐ)RUFHௐ)RXUௐ/RJLVWLFV
9HWHUDQ2ZQHGௐ
%XVLQHVVௐ(QWHUSULVH

9%(

<HV
1R
&7;ௐ(QJLQHHULQJௐ(QJVWURPௐ7HFKQLFDOௐ6HUYLFHVௐ)RUFHௐ)RXUௐ /RJLVWLFVௐ'HIHQVHௐ$HURVSDFHௐ,QWHUQDWLRQDO
6HUYLFH'LVDEOHGௐ
9HWHUDQ2ZQHGௐ
%XVLQHVV

6'92%

<HV
1R
'HIHQVHௐ$HURVSDFHௐ,QWHUQDWLRQDOௐ)RUFHௐ)RXUௐ/RJLVWLFV
6PDOOௐ%XVLQHVVௐ
(QWHUSULVHௐ
6%(

<HV
1R
13+ௐ&7;ௐ(QJLQHHULQJௐ5.2ௐ(QWHUSULVHVௐ3DXOVRQௐ3XEOLFௐ 5HODWLRQV
6PDOOௐ'LVDGYDQWDJHGௐ
%XVLQHVVௐ
6'%

<HV
1R

5.2ௐ(QWHUSULVHV
:RPHQ2ZQHGௐ6PDOOௐ
%XVLQHVVௐ
:26%

<HV
1R
3DXOVRQௐ3XEOLFௐ5HODWLRQV
7DEOH
3ULFLQJ
3RLQWV

3URYLGHGHWDLOHGSULFLQJLQIRUPDWLRQLQWKHTXHVWLRQVWKDWIROORZEHORZ /LQH
,WHP 4XHVWLRQ 5HVSRQVH
'HVFULEHௐ\RXUௐSD\PHQWௐWHUPVௐDQGௐDFFHSWHGௐSD\PHQWௐ
PHWKRGV
3RODULV
VௐVWDQGDUGௐSD\PHQWௐWHUPVௐDUHௐQHWௐௐDIWHUௐLQYRLFHௐ
$FFHSWDEOHௐSD\PHQWVௐLQFOXGHௐFKHFNௐPRQH\ௐRUGHUௐZLUHௐWUDQVIHUௐ()7ௐ RUௐFUHGLWௐFDUG

'HVFULEHௐDQ\ௐOHDVLQJௐRUௐILQDQFLQJௐRSWLRQVௐDYDLODEOHௐIRUௐXVHௐ E\ௐHGXFDWLRQDOௐRUௐJRYHUQPHQWDOௐHQWLWLHV
:HௐXQGHUVWDQGௐWKDWௐKDYLQJௐWKHௐULJKWௐOHDVLQJௐRUௐILQDQFLQJௐRSWLRQVௐIRUௐ HGXFDWLRQDOௐRUௐJRYHUQPHQWௐHQWLWLHVௐFDQௐEHௐMXVWௐDVௐLPSRUWDQWௐDVௐ KDYLQJௐWKHௐULJKWௐHTXLSPHQWௐ:HௐRIIHUௐILQDQFLQJௐDQGௐOHDVLQJௐIRUௐ 5$1*(5ௐ5=5ௐ*(1(5$/ௐ3RODULVௐ;3(',7,21ௐ6SRUWVPDQௐDQGௐ3URௐ ;'ௐSURGXFWVௐWKURXJKௐRXUௐGHDOHUVௐYLDௐD
SDUWQHUVKLSௐZLWKௐ:HOOVௐ)DUJRௐ9HQGRUௐ)LQDQFLDOௐ6ROXWLRQV 2XUௐOHDVLQJௐVROXWLRQVௐPDNHௐLWௐHDVLHUௐIRUௐWKHௐHQWLW\ௐWRௐREWDLQௐ3RODULVௐ YHKLFOHVௐZLWKௐWHUPVௐWKDWௐILWௐWKHௐEXVLQHVVௐHQDEOLQJௐWKHௐSUHVHUYDWLRQௐRIௐ ZRUNLQJௐFDSLWDOௐDQGௐFDVKௐIORZௐIRUௐRWKHUௐRSHUDWLQJௐQHHGVௐ2XUௐPRVW SRSXODUௐOHDVLQJௐSURJUDPௐ)DLUௐ0DUNHWௐ9DOXHௐJLYHVௐDௐFXVWRPHUௐWKHௐ RSWLRQௐWRௐSXUFKDVHௐWKHௐHTXLSPHQWௐRUௐXSJUDGHௐWRௐDௐQHZௐYHKLFOHௐDWௐWKHௐ HQGௐRIௐWKHௐWHUPௐ/HDVHௐWHUPVௐDYDLODEOHௐLQFOXGHௐPRQWKௐPRQWK DQGௐPRQWKௐOHDVHVௐ7UDGLWLRQDOௐORDQVௐDUHௐDOVRௐDYDLODEOHௐWKURXJKௐWKDWௐ VDPHௐ:HOOVௐ)DUJRௐ9HQGRUௐ)LQDQFLDOௐ6ROXWLRQVௐSDUWQHUVKLSௐ:HௐRIIHUௐ PRQWKௐPRQWKௐDQGௐPRQWKௐORDQV

Bid Number: RFP 091024 Vendor Name: Polaris Sales Inc.

'HVFULEHௐDQ\ௐVWDQGDUGௐWUDQVDFWLRQௐGRFXPHQWVௐWKDWௐ\RXௐ SURSRVHௐWRௐXVHௐLQௐFRQQHFWLRQௐZLWKௐDQௐDZDUGHGௐDJUHHPHQWௐ

RUGHUௐIRUPVௐWHUPVௐDQGௐFRQGLWLRQVௐVHUYLFHௐOHYHOௐ
DJUHHPHQWVௐHWF
ௐ8SORDGௐDOOௐWHPSODWHௐDJUHHPHQWVௐRUௐ
WUDQVDFWLRQௐGRFXPHQWVௐZKLFKௐPD\ௐEHௐSURSRVHGௐWRௐ
3DUWLFLSDWLQJௐ(QWLWLHV
8SRQௐLQTXLU\ௐIURPௐDௐ6RXUFHZHOOௐPHPEHUௐௐ3RODULVௐ*RYHUQPHQWௐ ௐ 'HIHQVHௐ,QVLGHௐ6DOHVௐ5HSVௐZRXOGௐSURYLGHௐDௐIRUPDOௐTXRWDWLRQௐEDVHGௐ RQௐRXUௐH[LVWLQJௐ&50ௐV\VWHPௐௐ7KHௐIRUPDOௐDFFHSWDQFHௐE\ௐWKHௐ 3DUWLFLSDWLQJௐ(QWLW\ௐZRXOGௐEHௐWKURXJKௐWKHLUௐIRUPDOௐSURFXUHPHQWௐ V\VWHPVௐௐ6HHௐDWWDFKHGௐVDPSOHௐTXRWH

'Rௐ\RXௐDFFHSWௐWKHௐ3FDUGௐSURFXUHPHQWௐDQGௐSD\PHQWௐ
SURFHVV"ௐ,IௐVRௐLVௐWKHUHௐDQ\ௐDGGLWLRQDOௐFRVWௐWRௐ6RXUFHZHOOௐ SDUWLFLSDWLQJௐHQWLWLHVௐIRUௐXVLQJௐWKLVௐSURFHVV"
3RODULVௐDFFHSWVௐ3FDUGௐSURFXUHPHQWௐDQGௐSD\PHQWௐIRUௐ3RODULVௐ'LUHFWௐ WUDQVDFWLRQVௐ7KHUHௐDUHௐQRௐDGGLWLRQDOௐFKDUJHVௐWRௐ6RXUFHZHOOௐ SDUWLFLSDWLQJௐHQWLWLHV

'HVFULEHௐ\RXUௐSULFLQJௐPRGHOௐ
HJௐOLQHLWHPௐGLVFRXQWVௐRUௐ
SURGXFWFDWHJRU\ௐGLVFRXQWV
ௐ3URYLGHௐGHWDLOHGௐSULFLQJௐGDWDௐ

LQFOXGLQJௐVWDQGDUGௐRUௐOLVWௐSULFLQJௐDQGௐWKHௐ6RXUFHZHOOௐ
GLVFRXQWHGௐSULFH
ௐRQௐDOOௐRIௐWKHௐLWHPVௐWKDWௐ\RXௐZDQWௐ
6RXUFHZHOOௐWRௐFRQVLGHUௐDVௐSDUWௐRIௐ\RXUௐ5)3ௐUHVSRQVHௐ,Iௐ DSSOLFDEOHௐSURYLGHௐDௐ6.8ௐIRUௐHDFKௐLWHPௐLQௐ\RXUௐSURSRVDOௐ 8SORDGௐ\RXUௐSULFLQJௐPDWHULDOVௐ
LIௐDSSOLFDEOH
ௐLQௐWKHௐ
GRFXPHQWௐXSORDGௐVHFWLRQௐRIௐ\RXUௐUHVSRQVH
3RODULV
VௐGLVFRXQWௐVWUXFWXUHௐWRௐ6RXUFHZHOOௐFXVWRPHUVௐLVௐEDVHGௐRQௐDௐ SHUFHQWDJHௐGLVFRXQWௐRIIௐRIௐ0653ௐ7KHௐYDULRXVௐGLVFRXQWௐUDWHVௐE\ௐ SURGXFWௐOLQHௐDUHௐRXWOLQHGௐLQௐWKHௐUHVSRQVHௐWRௐTXHVWLRQௐௐ3ULFHOLVWVௐ IRUௐWKHௐYDULRXVௐSURGXFWௐOLQHVௐIRUௐWKHௐ86ௐDUHௐDWWDFKHG 4XDQWLI\ௐWKHௐSULFLQJௐGLVFRXQWௐUHSUHVHQWHGௐE\ௐWKHௐSULFLQJௐ SURSRVDOௐLQௐWKLVௐUHVSRQVHௐ)RUௐH[DPSOHௐLIௐWKHௐSULFLQJௐLQௐ \RXUௐUHVSRQVHௐUHSUHVHQWVௐDௐSHUFHQWDJHௐGLVFRXQWௐIURPௐ
0653ௐRUௐOLVWௐVWDWHௐWKHௐSHUFHQWDJHௐRUௐSHUFHQWDJHௐUDQJH 86ௐ'LVFRXQWௐ6WUXFWXUH
2IIௐ5RDGௐ9HKLFOHVௐ
259
ௐ'LVFRXQWௐ6WUXFWXUH
5$1*(56ௐ5=5ௐ*(1(5$/ௐ3RODULVௐ;3(',7,21ௐௐRIIௐ0653ௐ SOXVௐVKLSSLQJௐH[FOXVLYHௐRIௐ$GPLQௐ)HH
6SRUWVPDQௐௐRIIௐ0653ௐSOXVௐVKLSSLQJௐH[FOXVLYHௐRIௐ$GPLQௐ)HH 3URௐ;'ௐௐௐRIIௐ0653ௐSOXVௐVKLSSLQJௐH[FOXVLYHௐRIௐ$GPLQௐ)HH 5$1*(5ௐ.LQHWLFௐௐௐRIIௐ0653ௐSOXVௐVKLSSLQJௐH[FOXVLYHௐRIௐ$GPLQௐ )HH
6QRZPRELOHVௐௐௐRIIௐ0653ௐSOXVௐVKLSSLQJௐH[FOXVLYHௐRIௐ$GPLQௐ )HH
$FFHVVRULHVௐௐRIIௐ0653ௐSOXVௐLQVWDOOௐH[FOXVLYHௐRIௐ$GPLQௐ)HH 2LOVௐ ௐ/XEULFDQWVௐௐRIIௐ0653ௐH[FOXVLYHௐRIௐ$GPLQௐ)HH
7UDLQLQJௐௐRIIௐ0653

'HVFULEHௐDQ\ௐTXDQWLW\ௐRUௐYROXPHௐGLVFRXQWVௐRUௐUHEDWHௐ SURJUDPVௐWKDWௐ\RXௐRIIHU
1RௐDGGLWLRQDOௐYROXPHௐGLVFRXQWௐLVௐRIIHUHGௐRQௐWKHௐ6RXUFHZHOOௐFRQWUDFWௐ DVௐWKHௐGLVFRXQWௐVWUXFWXUHௐLVௐEDVHGௐRIIௐWKHௐFRPELQHGௐYROXPHௐ DQWLFLSDWHGௐWKURXJKௐWKHௐDJJUHJDWHௐQXPEHUௐRIௐ6RXUFHZHOOௐSXUFKDVHV &XVWRPHUVௐVHHNLQJௐODUJHUௐYROXPHௐSXUFKDVHVௐVXFKௐDVௐDௐIOHHWௐZLOOௐEHௐ HYDOXDWHGௐRQௐDௐFDVHௐE\ௐFDVHௐEDVLVௐIRUௐDGGLWLRQDOௐGLVFRXQWVௐEH\RQGௐ WKDWௐRIIHUHGௐRQௐWKHௐ6RXUFHZHOOௐFRQWUDFW

3URSRVHௐDௐPHWKRGௐRIௐIDFLOLWDWLQJௐ³VRXUFHG´ௐSURGXFWVௐRUௐ UHODWHGௐVHUYLFHVௐZKLFKௐPD\ௐEHௐUHIHUUHGௐWRௐDVௐ³RSHQௐ
PDUNHW´ௐLWHPVௐRUௐQRQFRQWUDFWHGௐLWHPVௐ)RUௐH[DPSOHௐ\RXௐ PD\ௐVXSSO\ௐVXFKௐLWHPVௐ³DWௐFRVW´ௐRUௐ³DWௐFRVWௐSOXVௐDௐ
SHUFHQWDJH´ௐRUௐ\RXௐPD\ௐVXSSO\ௐDௐTXRWHௐIRUௐHDFKௐVXFKௐ
UHTXHVW
3RODULVௐFDQௐRIIHUௐ³RSHQௐPDUNHW´ௐLWHPVௐWRௐ6RXUFHZHOOௐ0HPEHUVௐ:Hௐ GHILQHௐRSHQௐPDUNHWௐLWHPVௐDVௐVSHFLILFௐDGGRQௐIHDWXUHVDFFHVVRULHVௐ WKDWௐDUHௐQRWௐRQௐFRQWUDFWௐ$QௐH[DPSOHௐPD\ௐLQFOXGHௐDௐYHKLFOHௐ DFFHVVRU\ௐ
LHௐDௐXQLTXHௐH[WHULRUௐOLJKWLQJௐDFFHVVRU\
ௐWKDWௐLVௐUHTXHVWHG
E\ௐWKHௐ6RXUFHZHOOௐPHPEHUௐWKDWௐLVௐQRWௐDYDLODEOHௐGLUHFWO\ௐIURPௐ3RODULVௐ EXWௐFDQௐEHௐSXUFKDVHGௐDQGௐLQVWDOOHGௐE\ௐWKHௐDXWKRUL]HGௐGHDOHUௐ7KHௐ SULFHௐRIௐWKHௐRSHQௐPDUNHWௐLWHPௐZRXOGௐUHSUHVHQWௐIDLUௐPDUNHWௐYDOXHௐDQGௐ EHௐQHJRWLDWHGௐEHWZHHQௐWKHௐDXWKRUL]HGௐGHDOHUௐRUௐ3RODULVௐDQGௐWKHௐ 6RXUFHZHOOௐ0HPEHUௐ7KHௐRSHQௐPDUNHWௐLWHPௐZRXOGௐEHௐLWHPL]HGௐRQௐWKHௐ TXRWHௐDQGௐOLVWHGௐDVௐ³RSHQௐPDUNHW´ௐRUௐ³QRQFRQWUDFW´

,GHQWLI\ௐDQ\ௐHOHPHQWௐRIௐWKHௐWRWDOௐFRVWௐRIௐDFTXLVLWLRQௐWKDWௐLV ௐ 127ௐLQFOXGHGௐLQௐWKHௐSULFLQJௐVXEPLWWHGௐZLWKௐ\RXUௐUHVSRQVHௐ 7KLVௐLQFOXGHVௐDOOௐDGGLWLRQDOௐFKDUJHVௐDVVRFLDWHGௐZLWKௐDௐ SXUFKDVHௐWKDWௐDUHௐQRWௐGLUHFWO\ௐLGHQWLILHGௐDVௐIUHLJKWௐRUௐ VKLSSLQJௐFKDUJHVௐ)RUௐH[DPSOHௐOLVWௐFRVWVௐIRUௐLWHPVௐOLNHௐSUH GHOLYHU\ௐLQVSHFWLRQௐLQVWDOODWLRQௐVHWௐXSௐPDQGDWRU\ௐWUDLQLQJௐ RUௐLQLWLDOௐLQVSHFWLRQௐ,GHQWLI\ௐDQ\ௐSDUWLHVௐWKDWௐLPSRVHௐVXFKௐ FRVWVௐDQGௐWKHLUௐUHODWLRQVKLSௐWRௐWKHௐ3URSRVHU
9HKLFOHVௐDUHௐXQLTXHௐLQௐWKHLUௐUHTXLUHPHQWVௐIRUௐSUHSDUDWLRQௐSULRUௐWRௐXVHௐ 6RPHௐPD\ௐUHTXLUHௐSUHGHOLYHU\ௐLQVSHFWLRQௐEDVHGௐRQௐWKHLUௐVL]H DQGௐVKLSSLQJௐPHWKRGௐIURPௐWKHௐIDFWRU\ௐ'HSHQGHQWௐRQௐWKHௐVSHFLILFௐ SURGXFWௐVRPHௐYHKLFOHVௐPD\ௐKDYHௐORFDOO\ௐLQVWDOOHGௐRSWLRQVDFFHVVRULHV E\ௐWKHௐDXWKRUL]HGௐVHOOLQJௐGHDOHUௐ)RUௐH[DPSOHௐVRPHௐYHKLFOHVௐUHTXLUHௐ WLWOHௐOLFHQVLQJௐRUௐVWDWHௐVSHFLILFௐIHHVௐ
&DOLIRUQLDௐWLUHௐIHH
ௐ:KHQௐDQௐ
DXWKRUL]HGௐGHDOHUௐLVVXHVௐDௐTXRWHௐIRUௐDௐYHKLFOHௐDQ\ௐDGGLWLRQDOௐFRVWV ZLOOௐEHௐLWHPL]HGௐVHSDUDWHO\ௐDQGௐDUHௐQRWௐVXEMHFWௐWRௐWKHௐ6RXUFHZHOOௐ GLVFRXQWௐ7KHVHௐFRVWVௐZLOOௐEHௐTXRWHGௐE\ௐGHDOHUVௐDWௐIDLUௐPDUNHWௐYDOXH
,IௐIUHLJKWௐGHOLYHU\ௐRUௐVKLSSLQJௐLVௐDQௐDGGLWLRQDOௐFRVWௐWRௐWK Hௐ 6RXUFHZHOOௐSDUWLFLSDWLQJௐHQWLW\ௐGHVFULEHௐLQௐGHWDLOௐWKHௐ FRPSOHWHௐIUHLJKWௐVKLSSLQJௐDQGௐGHOLYHU\ௐSURJUDP
7KHUHௐLVௐQRௐDGGLWLRQDOௐFRVWௐWRௐ6RXUFHZHOOௐPHPEHUVௐZKRௐFKRRVHௐWRௐ SLFNௐXSௐWKHLUௐYHKLFOHௐIURPௐWKHௐDXWKRUL]HGௐGHDOHUௐ'HDOHUௐPD\ௐFKDUJHௐ ORFDOௐGHOLYHU\ௐIHHVௐWRௐWKHௐ6RXUFHZHOOௐPHPEHUௐORFDWLRQௐDQGௐLIௐVR WKRVHௐGHOLYHU\ௐIHHVௐZLOOௐEHௐLWHPL]HGௐVHSDUDWHO\ௐRQௐWKHௐTXRWH ,IௐDௐ86ௐFXVWRPHUௐSXUFKDVHVௐIURPௐ3RODULVௐ'LUHFWௐVKLSSLQJௐWRௐDௐ &2186ௐORFDWLRQௐLVௐLQFOXGHGௐLQௐWKHௐOLVWௐSULFH

6SHFLILFDOO\ௐGHVFULEHௐIUHLJKWௐVKLSSLQJௐDQGௐGHOLYHU\ௐWHUPVௐR Uௐ SURJUDPVௐDYDLODEOHௐIRUௐ$ODVNDௐ+DZDLLௐ&DQDGDௐRUௐDQ\ௐ
RIIVKRUHௐGHOLYHU\
,QௐWKHௐ8QLWHGௐ6WDWHVௐVKLSSLQJௐFKDUJHVௐWRௐWKHௐFXVWRPHUVௐORFDWLRQௐDUHௐ LQFOXGHGௐLQௐWKHௐSULFHOLVWௐIRUௐDOOௐGHOLYHULHVௐWRௐWKHௐFRQWLQHQWDOௐ8QLWHGௐ 6WDWHVௐ
&2186
ௐ6KLSPHQWVௐWRௐ$ODVNDௐDQGௐ+DZDLLௐDUHௐSULFHGௐ
VHSDUDWHO\ௐDWௐWKHௐWLPHௐRIௐTXRWLQJௐWRௐWKHௐFXVWRPHUௐ6KLSSLQJௐFRVWVௐLQௐ &DQDGDௐDUHௐDOVRௐLQFOXGHGௐLQௐWKHௐSULFHௐRIௐWKHௐSURGXFWௐSURYLGHGௐLIௐWKHௐ GHVWLQDWLRQௐLVௐZLWKLQௐNPௐRIௐWKHௐPDMRUௐFLW\ௐFHQWHUVௐLGHQWLILHGௐLQ TXHVWLRQௐ

Bid Number: RFP 091024 Vendor Name: Polaris Sales Inc.

'HVFULEHௐDQ\ௐXQLTXHௐGLVWULEXWLRQௐDQGRUௐGHOLYHU\ௐPHWKRGVௐRUௐ RSWLRQVௐRIIHUHGௐLQௐ\RXUௐSURSRVDO
6RXUFHZHOOௐPHPEHUVௐWKDWௐSXUFKDVHௐ259ௐSURGXFWVௐGLUHFWௐIURPௐ3RODULVௐ ZLOOௐKDYHௐWKHLUௐYHKLFOHVௐXSILWௐDQGௐDFFHVVRUL]HGௐDWௐWKHௐ3RODULVௐIDFWRU\ௐ DQGௐGHOLYHUHGௐGLUHFWௐWRௐWKHLUௐORFDWLRQௐZLWKRXWௐKDYLQJௐWRௐSLFNௐXS WKHௐYHKLFOHௐIURPௐDௐGHDOHU
)RUௐSURGXFWVௐWKDWௐDUHௐSURFXUHGௐWKURXJKௐDௐGHDOHUௐDUUDQJHPHQWVௐFDQௐ EHௐPDGHௐZLWKௐWKHௐGHDOHUௐIRUௐGHOLYHU\ௐWRௐWKHLUௐORFDWLRQ
6SHFLILFDOO\ௐGHVFULEHௐDQ\ௐVHOIDXGLWௐSURFHVVௐRUௐSURJUDPௐWKDWௐ \RXௐSODQௐWRௐHPSOR\ௐWRௐYHULI\ௐFRPSOLDQFHௐZLWKௐ\RXUௐ
SURSRVHGௐDJUHHPHQWௐZLWKௐ6RXUFHZHOOௐ7KLVௐSURFHVVௐLQFOXGHVௐ HQVXULQJௐWKDWௐ6RXUFHZHOOௐSDUWLFLSDWLQJௐHQWLWLHVௐREWDLQௐWKHௐ SURSHUௐSULFLQJ
3RODULVௐKDVௐHVWDEOLVKHGௐDௐ&50ௐEDVHGௐTXRWHRUGHUௐSURFHVVLQJௐDQGௐ LQYRLFLQJௐV\VWHPௐEDVHGௐRQௐ0LFURVRIWௐ'\QDPLFVௐ7KHௐZKROHௐSURFHVVௐ VWDUWVௐZLWKௐDௐJHQHUDWLRQௐRIௐDௐTXRWHௐZKLFKௐUHTXLUHVௐWKHௐVDOHVௐUHSௐWRௐ VHOHFWௐWKHௐ6RXUFHZHOOௐFRQWUDFWௐDQGௐSULFHOLVWௐWRௐJHQHUDWHௐWKHௐTXRWHௐ HQVXULQJௐFRUUHFWௐSULFLQJ
:KHQௐDQௐRUGHUௐLVௐUHFHLYHGௐLWௐLVௐUHYLHZHGௐZLWKௐWKHௐ6DOHVௐ7HDPௐDQGௐ 6DOHVௐ6XSHUYLVRUௐWRௐHQVXUHௐDFFXUDF\ௐ7KLVௐVDPHௐ&50ௐPRGXOHௐDOORZVௐ UHSRUWVௐWRௐEHௐJHQHUDWHGௐRQௐDௐTXDUWHUO\ௐEDVLVௐWRௐTXHU\ௐWKHௐQXPEHUௐRIௐ VDOHVௐDVVRFLDWHGௐZLWKௐWKHௐ6RXUFHZHOOௐFRQWUDFWௐ7KHVHௐVDOHVௐQXPEHUVௐ DORQJௐZLWKௐWKHௐGDWDௐSXOOHGௐIURPௐWKHௐUHEDWHௐSURJUDPௐZKLFKௐFDSWXUHVௐ GHDOHUௐGLUHFWௐVDOHVௐLVௐWKHQௐFRPELQHGௐLQWRௐDௐILQDOௐUHSRUWௐIRUௐFDSWXULQJௐ TXDUWHUO\ௐVDOHVௐ7KHVHௐQXPEHUVௐDUHௐUHYLHZHGௐE\ௐ3RODULVௐ*RYHUQPHQWௐ ௐ'HIHQVH
Vௐ&RQWUDFWௐ0DQDJHUௐWRௐHQVXUHௐDFFXUDF\ௐDQGௐWKHQௐDௐFKHFNௐ UHTXHVW()7ௐLVௐUHTXHVWHGௐIURPௐDFFRXQWௐUHFHLYDEOHVௐWRௐ6RXUFHZHOO
,Iௐ\RXௐDUHௐDZDUGHGௐDQௐDJUHHPHQWௐSURYLGHௐDௐIHZௐH[DPSOHVௐ RIௐLQWHUQDOௐPHWULFVௐWKDWௐZLOOௐEHௐWUDFNHGௐWRௐPHDVXUHௐZKHWKHUௐ \RXௐDUHௐKDYLQJௐVXFFHVVௐZLWKௐWKHௐDJUHHPHQW
+DYLQJௐKDGௐDௐFRRSHUDWLYHௐDJUHHPHQWௐZLWKௐ1-3$6RXUFHZHOOௐVLQFHௐ ௐZHௐZLOOௐGUDZௐXSRQௐRXUௐH[WHQVLYHௐSDVWௐKLVWRU\ௐWRௐFRPSDUHௐ FXUUHQWௐVDOHVௐDJDLQVWௐSUHYLRXVௐ\HDUVௐௐ:HௐKDYHௐFRQWLQXDOO\ௐVHHQௐDQௐ LQFUHDVHௐLQௐRXUௐ6RXUFHZHOOௐVDOHVௐHDFKௐ\HDUௐDQGௐZLOOௐEHௐPHDVXULQJௐ RXUௐSHUIRUPDQFHௐDJDLQVWௐEHQFKPDUNௐUHVXOWV

3URYLGHௐDௐSURSRVHGௐ$GPLQLVWUDWLRQௐ)HHௐSD\DEOHௐWRௐ
6RXUFHZHOOௐ7KHௐ)HHௐLVௐLQௐFRQVLGHUDWLRQௐIRUௐWKHௐVXSSRUWௐ DQGௐVHUYLFHVௐSURYLGHGௐE\ௐ6RXUFHZHOOௐ7KHௐSURSRVHௐDQௐ
$GPLQLVWUDWLYHௐ)HHௐZLOOௐEHௐSD\DEOHௐWRௐ6RXUFHZHOOௐRQௐDOOௐ FRPSOHWHGௐWUDQVDFWLRQVௐWRௐ3DUWLFLSDWLQJௐ(QWLWLHVௐXWLOL]LQJௐWKLVௐ $JUHHPHQWௐ7KHௐ$GPLQLVWUDWLYHௐ)HHௐZLOOௐEHௐFDOFXODWHGௐDVௐDௐ VWDWHGௐSHUFHQWDJHௐRUௐIODWௐIHHௐDVௐPD\ௐEHௐDSSOLFDEOHௐRIௐDOOௐ FRPSOHWHGௐWUDQVDFWLRQVௐXWLOL]LQJௐWKLVௐ0DVWHUௐ$JUHHPHQWௐ ZLWKLQௐWKHௐSUHFHGLQJௐ5HSRUWLQJௐ3HULRGௐGHILQHGௐLQௐWKHௐ
DJUHHPHQW
3RODULVௐSURSRVHVௐDௐௐDGPLQLVWUDWLYHௐIHHௐDJDLQVWௐWKHௐWRWDOௐYDOXHௐRIௐ WKHௐRUGHUVௐGHOLYHUHGௐHDFKௐTXDUWHUௐ7KLVௐDGPLQLVWUDWLYHௐIHHௐLVௐ FRQVLVWHQWௐZLWKௐWKHௐVDPHௐ,QGXVWULDOௐ)XQGLQJௐ)HHௐWKDWௐ3RODULVௐKDVௐSDLGௐ WKHௐ*HQHUDOௐ6HUYLFHVௐ$GPLQLVWUDWLRQௐRQௐRXUௐ*6$ௐ0$6ௐFRQWUDFWVௐ 3RODULVௐLVௐRIIHULQJௐWKHௐVDPHௐGLVFRXQWௐDQGௐDGPLQLVWUDWLRQௐIHHௐVWUXFWXUHௐ DVௐRXUௐRWKHUௐ86*ௐFRQWUDFWVௐ7KLVௐDOORZVௐIRUௐDௐVLQJOHௐSULFHௐOLVWௐIRUௐ ERWKௐ86*ௐDQGௐ6RXUFHZHOOௐDQGௐHOLPLQDWHVௐDQ\ௐFRQIOLFWVௐZLWKௐPRVWௐ IDYRUHGௐFXVWRPHUௐSULFLQJௐVLQFHௐ)HGHUDOௐௐ6WDWHௐ/RFDOௐ(GXFDWLRQௐDQGௐ 1RQ3URILWௐDOOௐUHFHLYHௐWKHௐVDPHௐSULFLQJ

7DEOH
3ULFLQJ2IIHUHG
/LQH
,WHP 7KH3ULFLQJ2IIHUHGLQWKLV3URSRVDOLV

&RPPHQWV
7KHSULFLQJRIIHUHGLVFRQVLVWHQWZLWKVWDQGDUGPDUNHWSULFLQJW\SLFDOO\RIIHUHGWRLQGLYLGXDOPXQLFLSDOLWLHV XQLYHUVLWLHVRUVFKRROGLVWULFWV
3RODULVௐXWLOL]HVௐWKHௐVDPH
SULFHOLVWௐIRUௐ6RXUFHZHOO
PHPEHUVௐDVௐXWLOL]HGௐXQGHU
RXUௐFRQWUDFWVௐZLWKௐ)HGHUDOௐ
DJHQFLHV
8WLOL]DWLRQௐRIௐWKHௐVDPH
SULFHOLVWௐIRUௐ)HGHUDOௐDJHQFLHV
ௐ
DQG
6RXUFHZHOOௐFOLHQWVௐHQVXUHV
FRQVLVWHQF\ௐDFURVV
JRYHUQPHQWDOௐHGXFDWLRQDOௐDQG
QRQSURILWௐFXVWRPHUௐEDVH

7DEOH$
'HSWKDQG%UHDGWKRI2IIHUHG6ROXWLRQV
3RLQWV

/LQH
,WHP 4XHVWLRQ 5HVSRQVH
3URYLGHௐDௐGHWDLOHGௐGHVFULSWLRQௐRIௐDOOௐWKHௐ
6ROXWLRQVௐRIIHUHGௐLQFOXGLQJௐXVHGௐRIIHUHGௐLQௐ
WKHௐSURSRVDO
'HWDLOHGௐSURGXFWௐVSHFLILFDWLRQௐVKHHWVௐDUHௐDWWDFKHGௐWRௐWKLVௐSURSRVDOௐ$ௐVXPPDU\ௐRI WKHௐ3RODULVௐRIIHULQJVௐDUHௐGHVFULEHGௐEHORZ

3RODULVௐ9HKLFOHV
7KHௐ5$1*(5ௐ;3ௐ.LQHWLFௐIHDWXUHVௐDQௐDOOHOHFWULFௐSRZHUWUDLQௐJLYLQJௐFXVWRPHUVௐDௐ VXVWDLQDEOHௐRSWLRQௐIRUௐZKHQௐDQௐRIIURDGௐFDSDEOHௐ]HURௐHPLVVLRQVௐYHKLFOHௐLVௐSUHIHUUHGௐ :LWKௐFODVVOHDGLQJௐௐKRUVHSRZHUௐௐOEIWௐRIௐWRUTXHௐDQGௐWKHௐDELOLW\ௐWRௐWRZௐௐOEௐ DQGௐKDXOௐௐOEௐWKHௐ5$1*(5ௐ;3ௐ.LQHWLFௐSURYLGHVௐXQFRPSURPLVHGௐSRZHUௐDQGௐ SUHFLVHௐFRQWUROௐZKHQௐSXOOLQJௐRUௐWRZLQJௐKHDY\ௐORDGVௐ7KUHHௐGULYHௐPRGHVௐ±ௐ(FRௐ 6WDQGDUGௐDQGௐ6SRUWௐ±ௐDOORZௐFXVWRPHUVௐWRௐRSWLPL]HௐSRZHUௐIRUௐWKHௐWDVNௐDWௐKDQGௐ7KHௐ 5$1*(5ௐ;3ௐ.LQHWLF¶VௐGULYHWUDLQௐIHDWXUHVௐIHZHUௐPRYLQJௐSDUWVௐIRUௐORZHUௐPDLQWHQDQFHௐ FRVWVௐDQGௐPRUHௐXSWLPHௐIRUௐLQFUHDVHGௐSURGXFWLYLW\ௐ3OXVௐWKHௐTXLHWௐHOHFWULFௐSRZHUWUDLQௐ PHDQVௐHDVLHUௐUDGLRௐDQGௐIDFHWRIDFHௐFRQYHUVDWLRQVௐDVௐZHOOௐDVௐJUHDWHUௐVLWXDWLRQDOௐ

DZDUHQHVV
ௐDQGௐOHVVௐGLVWXUEDQFHௐ7KHௐ5$1*(5ௐ;3ௐ.LQHWLFௐDOVRௐERDVWVௐDௐULJLGௐRQH Bid Number: RFP 091024 Vendor Name: Polaris Sales Inc.

SLHFHௐFKDVVLVௐIXOOERG\ௐVNLGௐSODWHௐDQGௐODUJHௐIURQWௐEXPSHUௐWRௐGHOLYHUௐPD[LPXPௐ SURWHFWLRQௐWRௐWKHௐRSHUDWRUௐDQGௐYHKLFOHௐ*URXQGௐFOHDUDQFHௐRIௐௐLQFKHVௐௐLQFKHVௐRIௐ VXVSHQVLRQௐWUDYHOௐDQGௐ
LQFKௐ3URௐ$UPRUௐ;7HUUDLQௐWLUHVௐIXUWKHUௐLQFUHDVHௐGXUDELOLW\ௐRIௐ WKHௐ5$1*(5ௐ;3ௐ.LQHWLFௐWRௐWDNHௐRQௐWKHௐWRXJKHVWௐWHUUDLQௐ 6QRZPRELOHV
3RODULVௐVWDUWHGௐLW
VௐMRXUQH\ௐRYHUௐௐ\HDUVௐDJRௐDVௐWKHௐILUVWௐPDQXIDFWXUHUௐRIௐ VQRZPRELOHVௐௐ7KURXJKௐWKLVௐKDUGௐZRUNௐZH
YHௐLQWURGXFHGௐQHZௐLQQRYDWLYHௐWHFKQRORJLHVௐ
LQௐWKHௐLQGXVWU\ௐௐ:HௐJLYHௐULGHUVௐDௐZD\ௐWRௐUHDOL]HௐWKHLUௐSDVVLRQௐDQGௐVKDUHௐLWௐZLWKௐ IULHQGVௐDQGௐIDPLO\ௐௐ2XUௐRIIHULQJVௐLQFOXGHௐ50.ௐ0RXQWDLQௐ6ZLWFKEDFNௐ2Qௐ ௐ2IIௐ7UDLOௐ 7LWDQௐ([WUHPHௐ&URVVRYHUௐ,QG\ௐ3HUIRUPDQFHௐDQGௐ9R\DJHXUௐ5HFUHDWLRQDOௐ8WLOLW\ௐVOHGV 6QRZPRELOHVௐDUHௐDQௐLQYDOXDEOHௐWRROௐLQௐGHHSௐVQRZௐDQGௐVQRZFRYHUHGௐPRXQWDLQRXVௐ WHUUDLQௐZKLFKௐLVௐQRUPDOO\ௐDௐFKDOOHQJHௐIRUௐWUDGLWLRQDOௐYHKLFOHVௐ 3URௐ;'ௐ8WLOLW\ௐ9HKLFOH
7KHௐ3URௐ;'ௐSURYLGHVௐLQGXVWU\OHDGLQJௐGXUDELOLW\ௐVHUYLFHDELOLW\ௐDQGௐVDIHW\ௐWRௐGHOLYHUௐDௐ XWLOLW\ௐYHKLFOHௐEXLOWௐWRௐZLWKVWDQGௐWKHௐWRXJKHVWௐZRUNௐHQYLURQPHQWVௐDQGௐXOWLPDWHO\ௐSURYLGHௐ FXVWRPHUVௐZLWKௐLQFUHDVHGௐGXUDELOLW\ௐORZHUௐPDLQWHQDQFHௐFRVWVௐDQGௐLPSURYHGௐVDIHW\ௐ IHDWXUHVௐ:KHWKHUௐKDXOLQJௐSHRSOHௐRUௐFDUJRௐWKHௐ3URௐ;'ௐLVௐDYDLODEOHௐLQௐJDVௐGLHVHOௐ DQGௐHOHFWULFௐDQGௐௐRUௐௐVHDWLQJௐFRQILJXUDWLRQVௐ3RODULVHQJLQHHUHGௐPDGHIRUZRUNௐ DFFHVVRULHVௐLQFOXGLQJௐIXOOௐFDEௐHQFORVXUHVௐOLJKWLQJௐRSWLRQVௐKHDWௐIURQWௐSORZௐRSWLRQVௐ DQGௐRWKHUௐVDIHW\ௐIHDWXUHVௐDUHௐDYDLODEOHௐWRௐPHHWௐWKHௐVSHFLILFௐDSSOLFDWLRQௐ6SHFLDOO\ௐ FXVWRPL]HGௐYHKLFOHVௐIRUௐODZௐDQGௐILUHௐ ௐUHVFXHௐDSSOLFDWLRQVௐZLWKௐHPHUJHQF\ௐOLJKWVௐ UHVFXHௐVNLGVௐZLWKௐVWRNHVௐEDVNHWௐVLUHQௐDQGௐSXEOLFௐDGGUHVVௐV\VWHPVௐILUHILJKWLQJௐNLWVௐ ZLWKௐZDWHUௐWDQNVIRDPௐV\VWHPௐDQGௐFXVWRPௐJUDSKLFVௐDQGௐERG\ௐSDQHOVௐDUHௐDOVR DYDLODEOH
5$1*(5ௐ2II5RDGௐ9HKLFOHV
7KHௐ5$1*(5ௐRIIURDGௐSRUWIROLRௐRIIHUVௐWKHௐPRVWௐFRPSOHWHௐOLQHXSௐRIௐXWLOLW\ௐYHKLFOHVௐZLWK YDULRXVௐFRQILJXUDWLRQVௐWRௐPHHWௐVSHFLILFௐFXVWRPHUௐQHHGVௐ(OHFWULFௐDQGௐJDVௐRSWLRQV YDU\LQJௐVHDWLQJௐFRQILJXUDWLRQVௐSD\ORDGௐFDSDFLWLHVௐXSௐWRௐௐSRXQGVௐDQGௐWRZLQJ FDSDFLWLHVௐXSௐWRௐௐSRXQGVௐDQGௐRSWLRQDOௐKHDWLQJௐDQGௐDLUௐFRQGLWLRQLQJௐRQௐVHOHFW PRGHOVௐDUHௐMXVWௐDௐIHZௐRIௐWKHௐIHDWXUHVௐDYDLODEOHௐDFURVVௐWKHௐ5$1*(5ௐOLQHXS 3RODULVௐHQJLQHHUHGௐDFFHVVRULHVௐLQFOXGLQJௐIXOOௐFDEVௐOLJKWLQJௐZLQFKௐSORZௐYHKLFOH SURWHFWLRQௐDQGௐRWKHUௐZRUNௐDFFHVVRULHVௐDUHௐDYDLODEOHௐWRௐPHHWௐWKHௐVSHFLILFௐDSSOLFDWLRQ 5$1*(5ௐ;'ௐ
:LWKௐLWVௐXQSUHFHGHQWHGௐFDSDELOLW\ௐEUXWHௐVWUHQJWKௐDQGௐXQPDWFKHGௐFRPIRUWௐWKHௐQHZௐ H[WUHPHௐGXW\ௐFODVVௐRIௐ5$1*(5ௐVLGHE\VLGHVௐDUHௐHQJLQHHUHGௐZLWKௐWKHௐILUVWHYHUௐ 3UR6WDUௐFFௐF\OLQGHUௐHQJLQHௐWKDWௐRIIHUVௐDQௐLQGXVWU\OHDGLQJௐௐKRUVHSRZHUௐWKHௐ LQGXVWU\H[FOXVLYHௐ67((/'5,9(ௐDXWRPDWLFௐWUDQVPLVVLRQௐIRUௐJUHDWHUௐGXUDELOLW\ௐDQGௐ SUHFLVHௐFRQWUROௐDQGௐRYHUௐௐQHZௐDFFHVVRULHVௐIRUௐHQKDQFHGௐFXVWRPL]DWLRQௐKLJKOLJKWHGௐ E\ௐ3RODULV¶ௐH[FOXVLYHௐ/RFNௐ ௐ5LGHௐ0$;ௐV\VWHPௐ7KHௐ5$1*(5ௐ;'ௐௐFDQௐWRZௐ ௐOEVௐDQGௐKDVௐDௐFDUJRௐER[ௐFDSDFLW\ௐRIௐௐOEVௐ*RYHUQPHQWௐFXVWRPHUVௐQHHGௐDௐ YHKLFOHௐWKDWௐGHOLYHUVௐDOOGD\ௐFRPIRUWௐIRUௐWKRVHௐORQJௐGD\VௐRQௐWKHௐMREௐ%H\RQGௐLQGXVWU\ OHDGLQJௐFDSDELOLW\ௐDQGௐGXUDELOLW\ௐWKHௐ5$1*(5ௐ;'ௐௐSULRULWL]HVௐFRPIRUWௐDFURVVௐWKHௐ HQWLUHௐOLQHXSௐWRௐNHHSௐFXVWRPHUVௐJRLQJௐVWURQJௐRQௐWKHௐORQJHVWௐGD\Vௐ)HDWXUHVௐLQFOXGHௐDௐ VSDFLRXVௐLQWHULRUௐSUHPLXPௐVHDWLQJௐDYDLODEOHௐKHDWHGௐVHDWVௐ+9$&ௐDQGௐ5LGHௐ &RPPDQGௐWHFKQRORJ\ௐ
3RODULVௐ;3(',7,21
7KHௐQHZௐ3RODULVௐ;3(',7,21ௐLVௐDSSURSULDWHௐIRUௐFLW\ௐVWDWHௐDQGௐIHGHUDOௐSHUVRQQHOௐDVௐ WKH\ௐSDWUROௐDQGௐSURWHFWௐFRQVHUYDWLRQௐDQGௐSXEOLFௐODQGVௐ&RPELQLQJௐWKHௐDOOWHUUDLQௐ FDSDELOLWLHVௐRIௐWUDGLWLRQDOௐVLGHE\VLGHVௐZLWKௐFRPIRUWௐDQGௐFDUJRௐFDSDELOLWLHVௐW\SLFDOO\ௐ DVVRFLDWHGௐZLWKௐRYHUODQGLQJௐWKHௐ3RODULVௐ;3(',7,21ௐGHOLYHUVௐFDSDELOLW\ௐSHUIRUPDQFHௐ DQGௐFRPIRUWௐLQௐDௐILUVWRILWVNLQGௐFURVVRYHUௐVLGHE\VLGHௐ:LWKௐDௐௐPLOHௐIXHOௐUDQJHௐ ௐOEௐSD\ORDGௐDQGௐௐOEௐWRZLQJௐFDSDFLW\ௐWKHௐYHKLFOHௐLVௐGHVLJQHGௐWRௐFDUU\ௐPRUHௐ JHDUௐDQGௐSURYLGHௐJUHDWHUௐSURWHFWLRQௐIURPௐWKHௐHOHPHQWVௐ7KHௐ3RODULVௐ;3(',7,21ௐ IHDWXUHVௐLQWHJUDWHGௐIROGIODWௐUHDUௐVHDWVௐDௐSDVVWKURXJKௐFDEௐDQGௐHDV\ௐURRIௐUDFNௐ VROXWLRQVௐWRௐDFFRPPRGDWHௐYLUWXDOO\ௐDQ\ௐORDGRXWௐ'HOLYHULQJௐDOOGD\ௐFRPIRUWௐWKHௐ3RODULVௐ ;3(',7,21ௐLVௐWKHௐILUVWHYHUௐVSRUWௐVLGHE\VLGHௐWRௐRIIHUௐDௐIXOO\ௐHQFORVHGௐFDEௐZLWKௐIXOOௐ URRIௐFRYHUDJHௐZLQGRZVௐDQGௐRSWLRQDOௐKHDWLQJௐDQGௐDLUௐFRQGLWLRQLQJௐSURYLGLQJௐULGHUVௐ SURWHFWLRQௐIURPௐWKHௐHOHPHQWV
*(1(5$/
7KHௐ3RODULVௐ*HQHUDOௐLVௐDௐYHUVDWLOHௐFURVVRYHUௐVLGHE\VLGHௐ 879
ௐDQGௐLVௐDYDLODEOHௐLQௐ
WZRௐDQGௐIRXUVHDWௐPRGHOVௐZLWKௐDௐௐOEௐSD\ORDGௐFDSDFLW\ௐWKHௐDELOLW\ௐWRௐWRZௐௐ OEௐDQGௐDௐௐ+3ௐHQJLQHௐ,WௐDOVRௐKDVௐYDOLGDWHGௐHTXLSPHQWௐSDFNDJHVௐDYDLODEOHௐGLUHFWO\ௐ IURPௐ3RODULV

Bid Number: RFP 091024 Vendor Name: Polaris Sales Inc.

5=5
7KHௐ3RODULVௐ5=5ௐLVௐDௐKLJKSHUIRUPDQFHௐVSRUWௐVLGHE\VLGHௐ 879
ௐGHVLJQHGௐIRUௐ
H[WUHPHௐRIIURDGௐPRELOLW\ௐ5=5ௐSURYLGHVௐWKHௐXOWLPDWHௐFRPELQDWLRQௐRIௐSRZHUௐDJLOLW\ௐDQGௐ XQULYDOHGௐULGHௐDQGௐKDQGOLQJௐWRௐWDNHௐRQௐWKHௐPRVWௐG\QDPLFௐHQYLURQPHQWVௐ,WௐLVௐKLJKO\ௐ FXVWRPL]DEOHௐIRUௐDQ\ௐDSSOLFDWLRQௐ
6SRUWVPDQௐ$OO7HUUDLQௐ9HKLFOHV
3RODULVௐRIIHUVௐEHVWLQFODVVௐ$79VௐWKDWௐDUHௐHQJLQHHULQJௐIRUௐKLJKௐSHUIRUPDQFHௐPD[LPXP UHOLDELOLW\ௐDQGௐVXSHULRUௐULGHௐDQGௐKDQGOLQJௐWRௐUHGXFHௐRSHUDWRUௐIDWLJXHௐRQௐWKHௐMREௐ$ IXOOௐOLQHௐRIௐ3RODULVHQJLQHHULQJௐDFFHVVRULHVௐLQFOXGLQJௐZLQGVKLHOGௐVWRUDJHௐZLQFKௐSORZ EODGHVௐDQGௐPRUHௐLVௐDYDLODEOHௐWRௐFXVWRPL]HௐWKHௐ$79ௐWRௐWKHௐVSHFLILFௐ6RXUFHZHOO PHPEHUௐDSSOLFDWLRQ
/$:ௐ(1)25&(0(17
5$1*(5ௐODZௐHQIRUFHPHQWௐXQLWVௐSURYLGHௐSURIHVVLRQDOௐVTXDGௐFDUW\SHௐFDSDELOLWLHVௐLQௐDௐ QLPEOHௐRIIURDGௐDQGௐXUEDQௐPRELOLW\ௐYHKLFOHௐFRPSOHWHௐZLWKௐWKHௐVDPHௐVLUHQVௐKRUQVௐ3$ௐ V\VWHPௐDQGௐHPHUJHQF\ௐOLJKWLQJௐ'HVLJQHGௐIRUௐFRPIRUWDEOHௐDQGௐHIILFLHQWௐRSHUDWLRQVௐLQௐ DOOௐFOLPDWHVௐWKHௐ5$1*(5ௐ;3ௐௐ1RUWK6WDUௐRIIHUVௐWKUHHௐDQGௐVL[SDVVHQJHUௐRSWLRQVௐ ZLWKௐDௐIXOOௐFDEௐDQGௐKHDW$&ௐIRUௐSDVVHQJHUௐFRPIRUWௐDQGௐSURWHFWLRQௐIURPௐWKHௐHOHPHQWVௐ 7KHௐ*(1(5$/ௐLVௐUHVSRQVHௐUHDG\ௐZLWKௐWKHௐDOOQHZௐH[WUHPHௐRIIURDGௐ(PHUJHQF\ௐ/LJKWௐ .LWௐZLWKௐ,QIUDUHGௐ
,5
ௐDQGௐ%ODFNRXWௐFDSDELOLW\ௐ(TXLSSHGௐRQௐDௐIRXUVHDWௐ*(1(5$/ௐ;3ௐ ௐௐ879ௐWKHௐUXJJHGௐOLJKWௐNLWௐGHEXWHGௐDWௐWKHௐ,QWHUQDWLRQDOௐ$VVRFLDWLRQௐRIௐ&KLHIVௐRIௐ 3ROLFHௐ
,$&3
ௐ&RQIHUHQFHௐDQGௐ([SRVLWLRQௐLQௐௐ7KHௐQHZௐUXJJHGௐ(PHUJHQF\ௐ/LJKWௐ .LWௐZLWKௐ,5ௐDQGௐ%ODFNRXWௐLQFOXGHVௐDௐLQFKௐWDFWLFDOௐOLJKWEDUௐLQFKௐOLJKWEDUௐDQGௐ LQWHJUDWHGௐHPHUJHQF\ௐOLJKWVௐDURXQGௐWKHௐYHKLFOHௐERG\ௐSURYLGHௐDௐIXOOௐGHJUHHௐ SDFNDJHௐZLWKௐGLIIHUHQWௐFRORUௐRSWLRQVௐ
),5(ௐ ௐ5(6&8(
7KHௐ47$&ௐ)LUHILJKWLQJௐ6NLGௐLVௐFDSDEOHௐRIௐGUDIWLQJௐDSSO\LQJௐUHWDUGDQWVௐDQGௐVPDOO VFDOHௐILUHௐVXSSUHVVLRQௐ,WௐLVௐLGHDOௐIRUௐXVHௐFDVHVௐVXFKௐDVௐVPDOOௐWRௐODUJHௐVFDOHௐ SUHVFULEHGௐEXUQௐFRQWUROௐJUDVVௐDQGௐSUDLULHௐEXUQVௐDQGௐGU\ௐJUDVVௐFXWWLQJௐVWDQGE\ௐ7KHௐ ILUHILJKWLQJௐVNLGௐIHDWXUHVௐDGGLWLRQDOௐRSWLRQVௐLQFOXGLQJௐDௐJDOORQௐIRDPௐFDSDFLW\ௐDௐ GUDIWௐKRVHௐNLWௐDQௐHOHFWULFௐKRVHௐUHHOௐRSWLRQௐDQGௐDௐ
KRUVHSRZHUௐYHUVLRQௐZLWKௐHOHFWULFௐ
VWDUWௐ
ௐௐௐௐ([WUHPHௐ'XW\ௐ)LUHILJKWLQJ
ௐ7KHௐ([WUHPHௐ'XW\ௐ)LUHILJKWLQJௐ3DFNDJHௐLQFOXGHVௐDௐ
5$1*(5ௐ;'ௐௐ3UHPLXPௐ6WDQGDUGௐ&DEௐ879ௐHTXLSSHGௐZLWKௐDௐILUHILJKWLQJௐVNLGௐ DQGௐOLJKWLQJௐRSWLRQVௐWKDWௐLQFOXGHௐDௐLQFKௐRUௐLQFKௐVLQJOHௐURZௐOLJKWEDUௐDQGௐWKHௐ 3RODULV¶ௐVWDQGDUGௐHPHUJHQF\ௐOLJKWௐNLWௐ7KHௐYHKLFOHௐSDFNDJHௐDOVRௐFRPHVௐZLWKௐ3RODULVௐ 3URௐ$UPRUௐLQFKௐKDUYHVWHUௐWLUHVௐVLGHௐDQGௐUHDUYLHZௐPLUURUVௐKRRGௐVWRUDJHௐUDFNௐ XSSHUௐIURQWௐEUXVKௐJXDUGௐURFNௐJXDUGௐZLWKௐVWHSௐDQGௐDௐKHDY\ௐGXW\ௐOEௐZLQFK ௐௐௐௐ2II5RDGௐ)LUHILJKWLQJ
ௐ7KHௐ2II5RDGௐ)LUHILJKWLQJௐYHKLFOHௐSDFNDJHௐLQFOXGHVௐDௐ
5$1*(5ௐ;3ௐௐ3UHPLXPௐ6WDQGDUGௐ&DEௐWKHௐILUHILJKWLQJௐVNLGௐ/RZ3URILOHௐ/LQHDUௐ (PHUJHQF\ௐOLJKWௐNLWௐZLWKௐOLJKWEDUௐDQGௐERG\ௐOLJKWVௐDQGௐDௐVLUHQௐDQGௐ3$ௐV\VWHPௐ7KHௐ YHKLFOHௐSDFNDJHௐDOVRௐLQFOXGHVௐKRRGௐVWRUDJHௐUDFNௐVLGHௐDQGௐUHDUYLHZௐPLUURUVௐURFNௐ JXDUGௐZLWKௐVWHSௐDQGௐDௐKHDGDFKHௐUDFNௐ
)LUHௐ ௐ5HVFXHௐ6NLG
7KHௐ)LUHௐ ௐ5HVFXHௐ6NLGௐLQFOXGHVௐDௐXQLTXHௐFRQYHUWLEOHௐUHVFXHௐOLWWHUௐSODWIRUPௐWKDWௐ DOORZVௐIRUௐWKHௐWDLOJDWHௐWRௐEHௐFORVHGௐRQௐWKHௐ879ௐZKHQௐQRWௐLQௐXVHௐ7KLVௐVNLGௐLVௐLGHDOௐ IRUௐWKHௐVDPHௐXVHௐFDVHVௐDVௐWKHௐILUHILJKWLQJௐVNLGௐZLWKௐWKHௐDGGLWLRQௐRIௐUHPRWHௐUHVFXHௐ DQGௐSXEOLFௐHYHQWVௐ7KHௐ)LUHௐ ௐ5HVFXHௐ6NLGௐFDQௐDOVRௐEHௐHTXLSSHGௐZLWKௐRSWLRQDOௐ JDOORQௐIRDPௐFDSDFLW\ௐDௐGUDIWௐKRVHௐNLWௐHOHFWULFௐKRVHௐUHHOௐRSWLRQௐ ௐௐௐௐ([WUHPHௐ'XW\ௐ)LUHௐ ௐ5HVFXH
ௐ7KHௐ([WUHPHௐ'XW\ௐ)LUHௐ ௐ5HVFXHௐYHKLFOHௐSDFNDJHௐ
LQFOXGHVௐDௐ5$1*(5ௐ;'ௐௐ&5(:ௐ1RUWK6WDUௐ3UHPLXPௐ879ௐHTXLSSHGௐZLWKௐWKHௐ )LUHௐ ௐ5HVFXHௐ6NLGௐGHOX[HௐHPHUJHQF\ௐOLJKWௐNLWௐDQGௐSUHPLXPௐHPHUJHQF\ௐOLJKWௐEDUௐ ZLWKௐVLUHQௐDQGௐ3$ௐV\VWHPௐ7KHௐYHKLFOHௐNLWௐDOVRௐLQFOXGHVௐ3URௐ$UPRUௐLQFKௐKDUYHVWHUௐ WLUHVௐVLGHௐPLUURUVௐKRRGௐVWRUDJHௐUDFNௐDQௐXSSHUௐIURQWௐEUXVKௐJXDUGௐDQGௐURFNௐJXDUGௐ ZLWKௐVWHSௐ
ௐௐௐௐ2II5RDGௐ)LUHௐ ௐ5HVFXH
ௐ7KHௐ2IIURDGௐ)LUHௐ ௐ5HVFXHௐYHKLFOHௐSDFNDJHௐLQFOXGHVௐ
Dௐ5$1*(5ௐ;3ௐௐ&5(:ௐ3UHPLXPௐHTXLSSHGௐZLWKௐWKHௐ)LUHௐ ௐ5HVFXHௐ6NLGௐDௐ GHOX[HௐHPHUJHQF\ௐOLJKWௐNLWௐDQGௐSUHPLXPௐHPHUJHQF\ௐOLJKWௐEDUௐZLWKௐVLUHQௐDQGௐ3$ௐ V\VWHPௐ$GGLWLRQDOO\ௐWKHௐSDFNDJHௐLQFOXGHVௐDௐKRRGௐVWRUDJHௐUDFNௐIL[HGௐJODVVௐ ZLQGVKLHOGௐSRO\ௐUHDUௐSDQHOௐVLGHௐDQGௐUHDUYLHZௐPLUURUVௐDQGௐURFNௐJXDUGௐZLWKௐVWHSௐ 5HVFXHௐ6NLG
7KHௐ47$&ௐ5HVFXHௐ6NLGௐKDVௐDௐIXOOVL]HௐUHVFXHௐDUHDௐVOLGLQJௐVWRUDJHௐDQGௐDQௐDWWHQGDQWௐ VHDWௐZLWKௐRSWLRQDOௐ,9ௐSROHௐDQGௐ2ௐERWWOHௐPRXQWVௐDYDLODEOHௐ7KHௐVNLGௐLVௐLGHDOௐIRUௐ UHPRWHௐUHVFXHௐRSHUDWLRQVௐDQGௐSXEOLFௐHYHQWVௐ
ௐௐௐௐ2II5RDGௐ5HVFXH
ௐ7KHௐ2II5RDGௐ5HVFXHௐYHKLFOHௐSDFNDJHௐLQFOXGHVௐDௐ5$1*(5ௐ ;3ௐௐ&5(:ௐ1RUWK6WDUௐ3UHPLXPௐHTXLSSHGௐZLWKௐWKHௐ5HVFXHௐ6NLGௐDௐVLUHQௐDQGௐ3$ௐ V\VWHPௐDQGௐHPHUJHQF\ௐOLJKWLQJௐWKDWௐLQFOXGHVௐWKHௐ3RODULVௐGHOX[HௐHPHUJHQF\ௐOLJKWௐNLWௐ DQGௐDௐSUHPLXPௐHPHUJHQF\ௐOLJKWௐEDUௐ7KHௐSDFNDJHௐDOVRௐLQFOXGHVௐDௐKRRGௐVWRUDJHௐ UDFNௐVLGHௐPLUURUVௐDQGௐURFNௐJXDUGௐZLWKௐVWHSௐ
Bid Number: RFP 091024 Vendor Name: Polaris Sales Inc.

ௐௐௐௐ(OHFWULFௐ2II5RDGௐ5HVFXH
ௐ'HVLJQHGௐIRUௐWKRVHௐZDQWLQJௐDQௐHOHFWULFௐRSWLRQௐLQௐWKHLUௐ UHVFXHௐIOHHWVௐWKHௐ(OHFWULFௐ2II5RDGௐUHVFXHௐYHKLFOHௐSDFNDJHௐFRPHVௐZLWKௐWKHௐ5$1*(5ௐ ;3ௐ.LQHWLFௐ3UHPLXPௐ879ௐHTXLSSHGௐZLWKௐWKHௐ5HVFXHௐ6NLGௐ/RZ3URILOHௐ/LQHDUௐ (PHUJHQF\ௐOLJKWௐNLWௐZLWKௐDௐVLUHQௐDQGௐ3$ௐV\VWHPௐ7KHௐYHKLFOHௐSDFNDJHௐDOVRௐLQFOXGHVௐ DௐSRO\ௐURRIௐDQGௐSRO\ௐUHDUௐSDQHOௐDௐIXOOVL]HௐIL[HGௐJODVVௐZLQGVKLHOGௐIURQWௐKRRGௐVWRUDJHௐ UDFNௐVLGHௐDQGௐUHDUYLHZௐPLUURUVௐDௐURFNௐJXDUGௐZLWKௐVWHSௐDQGௐDௐOEௐZLQFK :LWKLQௐWKLVௐ5)3ௐFDWHJRU\ௐWKHUHௐPD\ௐEHௐ
VXEFDWHJRULHVௐRIௐVROXWLRQVௐ/LVWௐVXEFDWHJRU\ௐ
WLWOHVௐWKDWௐEHVWௐGHVFULEHௐ\RXUௐSURGXFWVௐDQGௐ
VHUYLFHV
&RPPHUFLDOௐXWLOLW\ௐYHKLFOHVௐ
879V

2II5RDGௐXWLOLW\ௐYHKLFOHVௐ
879V

$OOWHUUDLQௐYHKLFOHVௐ
$79V

(PHUJHQF\ௐ5HVSRQVHௐ
879V

)LUHௐ)LJKWLQJௐ
879
V

/DZௐ(QIRUFHPHQWௐ
879
V

(OHFWULFௐWUDQVSRUW
3HUVRQQHOௐFDUULHUV
%XUGHQௐFDUULHUV
6QRZPRELOHV

,GHQWLI\ௐWKHௐHQJLQHௐW\SHVௐDYDLODEOHௐIRUௐ\RXUௐ
SURGXFWVௐ
HJௐJDVROLQHௐGLHVHOௐ&1*ௐ
SURSDQHௐK\EULGௐHOHFWULFௐHWF

3RODULVௐRIIHUVௐJDVௐGLHVHOௐDQGௐHOHFWULFௐRSWLRQVௐIRUௐRXUௐSURGXFWVௐ3RODULV XQGHUVWDQGVௐWKHௐLPSRUWDQFHௐLQௐHOHFWULILFDWLRQௐDQGௐLWVௐLPSDFWௐRQௐKLJKHUௐHGXFDWLRQௐDQG JRYHUQPHQWௐVXVWDLQDELOLW\ௐLQLWLDWLYHVௐ$OUHDG\ௐDௐOHDGHUௐLQௐHOHFWULFௐYHKLFOHௐRIIHULQJV 3RODULVௐLVௐDFFHOHUDWLQJௐWKDWௐSRVLWLRQௐZLWKௐDௐUHFHQWௐ\HDUௐH[FOXVLYHௐSDUWQHUVKLSௐZLWK =HURௐ0RWRUF\FOHVௐDௐFRPSDQ\ௐZLWKௐSLRQHHULQJௐHOHFWULILFDWLRQௐH[SHULHQFHௐSURYHQ OHDGHUVKLSௐDQGௐHOHFWULFௐSRZHUWUDLQௐWHFKQRORJLHVௐWKDWௐDUHௐXQPDWFKHGௐLQௐWKHௐPDUNHW 8QGHUௐWKLVௐ\HDUௐDJUHHPHQWௐ3RODULVௐSODQVௐWRௐODXQFKௐDௐQHZௐHOHFWULFௐRSWLRQௐWR FXVWRPHUVௐDFURVVௐHDFKௐRIௐLWVௐFRUHௐEXVLQHVVௐVHJPHQWVௐE\ௐௐ:HௐDUHௐH[FLWHGௐWR GHOLYHUௐDGGLWLRQDOௐHOHFWULFௐYHKLFOHVௐZLWKLQௐWKHௐUDQJHௐYDOXHௐDQGௐSHUIRUPDQFH FKDUDFWHULVWLFVௐWKDWௐ6RXUFHZHOOௐPHPEHUVௐGHVLUH
7KHௐFXUUHQWௐRIIHULQJௐE\ௐSURGXFWௐW\SHௐLVௐQRWHGௐEHORZ
8WLOLW\ௐ9HKLFOHVௐ
879V

ௐ*DV
ௐ'LHVHO
ௐ(OHFWULF
$OO7HUUDLQௐ9HKLFOHVௐ
$79V

ௐ*DV
%XUGHQௐ&DUULHUV
ௐ*DV
ௐ(OHFWULF

ௐ'LHVHO
3HUVRQQHOௐ&DUULHUV
ௐ*DV
ௐ(OHFWULF
6QRZPRELOHV
ௐ*DV
7DEOH%
'HSWKDQG%UHDGWKRI2IIHUHG6ROXWLRQV
,QGLFDWHEHORZLIWKHOLVWHGW\SHVRUFODVVHVRI6ROXWLRQVDUHRIIHUHGZLWKLQ\RXUSURSRVDO3URYLGHDGGLWLRQDOFRPPHQWVLQWKHWH[WER[ SURYLGHGDVQHFHVVDU\
/LQH,WHP &DWHJRU\RU7\SH 2IIHUHG
&RPPHQWV
8WLOLW\ௐYHKLFOHVௐWDVNௐYHKLFOHVௐFDUJRௐTXDGௐF\FOHVௐ FDUJRௐWULௐF\FOHVௐௐௐJROIௐFDUWVௐORZVSHHGௐYHKLFOHVௐ

/69

<HV
1R
3RODULVௐ;3(',7,21ௐ5$1*(5ௐ
*(1(5$/ௐ5=5ௐௐ6SRUWVPDQௐDQGௐ
3URௐ;'

3DUNLQJௐHQIRUFHPHQWௐSDWUROௐDQGௐ(06ௐVROXWLRQV <HV
1R
3RODULVௐ;3(',7,21ௐ5$1*(5ௐ
*(1(5$/ௐ5=5ௐௐ6SRUWVPDQௐDQGௐ
3URௐ;'

3DVVHQJHUௐVKXWWOHVௐEXUGHQௐFDUULHUVௐWRZௐWUDFWRUVௐ
EDJJDJHௐWUXFNV
<HV
1R
3RODULVௐ;3(',7,21ௐ5$1*(5ௐ
*(1(5$/ௐ5=5ௐௐ6SRUWVPDQௐDQGௐ
3URௐ;'

6LGH±E\VLGHVௐDOOWHUUDLQௐYHKLFOHVௐ
$79
ௐ
VQRZPRELOHVௐPRWRUF\FOHVௐSHUVRQDOௐZDWHUFUDIWௐ
DPSKLELRXVௐYHKLFOHVௐDXWRQRPRXVௐYHKLFOHV
<HV
1R
3RODULVௐ;3(',7,21ௐ5$1*(5ௐ
*(1(5$/ௐ5=5ௐௐ6SRUWVPDQௐDQGௐ
3URௐ;'

)RRGௐDQGௐEHYHUDJHௐVROXWLRQVௐDWKOHWLFௐDQGௐFDPSXV
XVHௐYHKLFOHV
<HV
1R
3RODULVௐ;3(',7,21ௐ5$1*(5ௐ
*(1(5$/ௐ5=5ௐௐ6SRUWVPDQௐDQGௐ
3URௐ;'
Bid Number: RFP 091024 Vendor Name: Polaris Sales Inc.

7DEOH

([FHSWLRQVWR7HUPV&RQGLWLRQVRU6SHFLILFDWLRQV)RUP /LQH,WHP 127,&(
7RLGHQWLI\DQ\H[FHSWLRQRUWRUHTXHVWDQ\PRGLILFDWLRQWR6RXUFHZHOOVWDQGDUG0DVWHU$JUHHPHQWWHUPV FRQGLWLRQVRUVSHFLILFDWLRQVD3URSRVHUPXVWVXEPLWWKHSURSRVHGH[FHSWLRQ V
RUUHTXHVWHGPRGLILFDWLRQ
V
YLDUHGOLQHLQWKH0DVWHU
$JUHHPHQW7HPSODWHSURYLGHGLQWKH³%LG'RFXPHQWV´VHFWLRQ3URSRVHUPXVWXSORDGWKHUHGOLQHLQWKH³5HTXHVWHG([FHSWLRQV´XSORDG ILHOG$OOH[FHSWLRQVDQGRUSURSRVHGPRGLILFDWLRQVDUHVXEMHFWWRUHYLHZDQGDSSURYDOE\6RXUFHZHOODQGZLOOQRWDXWRPDWLFDOO\EH LQFOXGHGLQWKH0DVWHU$JUHHPHQW
'R\RXKDYHH[FHSWLRQVRUPRGLILFDWLRQVWRSURSRVH" $FNQRZOHGJHP HQW <HV
1R
'RFXPHQWV
(QVXUH\RXUVXEPLVVLRQGRFXPHQW
V
FRQIRUPVWRWKHIROORZLQJ

'RFXPHQWVLQ3')IRUPDWDUHSUHIHUUHG'RFXPHQWVLQ:RUG([FHORUFRPSDWLEOHIRUPDWVPD\DOVREHSURYLGHG 'RFXPHQWVVKRXOG127KDYHDVHFXULW\SDVVZRUGDV6RXUFHZHOOPD\QRWEHDEOHWRRSHQWKHILOH,WLV\RXUVROHUHVSRQVLELOLW\WR HQVXUHWKDWWKHXSORDGHGGRFXPHQW
V
DUHQRWHLWKHUGHIHFWLYHFRUUXSWHGRUEODQNDQGWKDWWKHGRFXPHQWVFDQEHRSHQHGDQGYLHZHGE\ 6RXUFHZHOO
6RXUFHZHOOPD\UHMHFWDQ\UHVSRQVHZKHUHDQ\GRFXPHQW V
FDQQRWEHRSHQHGDQGYLHZHGE\6RXUFHZHOO
,I\RXQHHGWRXSORDGPRUHWKDQRQH

GRFXPHQWIRUDVLQJOHLWHP\RXVKRXOGFRPELQHWKHGRFXPHQWVLQWRRQH]LSSHGILOH,IWKH ]LSSHGILOHFRQWDLQVPRUHWKDQRQH

GRFXPHQWHQVXUHHDFKGRFXPHQWLVQDPHGLQUHODWLRQWRWKHVXEPLVVLRQIRUPDWLWHPUHVSRQGLQJ WR)RUH[DPSOHLIUHVSRQGLQJWRWKH0DUNHWLQJ3ODQFDWHJRU\VDYHWKHGRFXPHQWDV³0DUNHWLQJ3ODQ´ 3ULFLQJ3ULFHOLVWV]LS)ULGD\6HSWHPEHU

)LQDQFLDO6WUHQJWKDQG6WDELOLW\SRODULVDQQXDOUHSRUW*HDUHGIRU*RRG]LS)ULGD\6HSWHPEHU

0DUNHWLQJ3ODQ6DPSOHV3RODULV'DWD6KHHWV]LS)ULGD\6HSWHPEHU

:0%(0%(6%(RU5HODWHG&HUWLILFDWHV&RPPHUFLDO6PDOO%XVLQHVV6XEFRQWUDFWLQJ3ODQ3RODULVSGI)ULGD\6HSWHPEHU

6WDQGDUG7UDQVDFWLRQ'RFXPHQW6DPSOHV4XRWH)RUP([DPSOHSGI)ULGD\6HSWHPEHU

5HTXHVWHG([FHSWLRQV

RSWLRQDO

8SORDG$GGLWLRQDO'RFXPHQW6RXUFHZHOO'HDOHU3URJUDP 4XRWH)RUP]LS)ULGD\6HSWHPEHU

$GGLWLRQDO'RFXPHQW

RSWLRQDO

Bid Number: RFP 091024 Vendor Name: Polaris Sales Inc.

$GGHQGD7HUPVDQG&RQGLWLRQV

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

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

7KHSULFHVLQWKLV3URSRVDOKDYHEHHQDUULYHGDWLQGHSHQGHQWO\ZLWKRXWIRUWKHSXUSRVHRIUHVWULFWLQJFRPSHWLWLRQDQ\ FRQVXOWDWLRQFRPPXQLFDWLRQRUDJUHHPHQWZLWKDQ\RWKHU3URSRVHURUFRPSHWLWRUUHODWLQJWR
L
7KRVHSULFHV

LL
7KHLQWHQWLRQWRVXEPLWDQRIIHU
RU

LLL
7KHPHWKRGVRUIDFWRUVXVHGWRFDOFXODWHWKHSULFHVRIIHUHG

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

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

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

,QFOXGHGRQWKHJRYHUQPHQWZLGHH[FOXVLRQVOLVWVLQWKH8QLWHG6WDWHV6\VWHPIRU$ZDUG0DQDJHPHQWIRXQGDW

KWWSV
VDPJRY6$0
RU
3UHVHQWO\GHEDUUHGVXVSHQGHGSURSRVHGIRUGHEDUPHQWGHFODUHGLQHOLJLEOHRUYROXQWDULO\H[FOXGHGIURPSURJUDPVRSHUDWHGE\WKH 6WDWHRI0LQQHVRWD
WKH8QLWHG6WDWHVIHGHUDOJRYHUQPHQWDVDSSOLFDEOH
RUDQ\3DUWLFLSDWLQJ(QWLW\9HQGRUFHUWLILHVDQGZDUUDQWV WKDWQHLWKHULWQRULWVSULQFLSDOVKDYHEHHQFRQYLFWHGRIDFULPLQDORIIHQVHUHODWHGWRWKHVXEMHFWPDWWHURIWKLVVROLFLWDWLRQ %\FKHFNLQJWKLVER[,DFNQRZOHGJHWKDW,DPERXQGE\WKHWHUPVRIWKH3URSRVHU¶V$IILGDYLWKDYHWKHOHJDODXWKRULW\WRVXEPLWWKLV 3URSRVDORQEHKDOIRIWKH3URSRVHUDQGWKDWWKLVHOHFWURQLFDFNQRZOHGJPHQWKDVWKHVDPHOHJDOHIIHFWYDOLGLW\DQGHQIRUFHDELOLW\DVLI, KDGKDQGVLJQHGWKH3URSRVDO7KLVVLJQDWXUHZLOOQRWEHGHQLHGVXFKOHJDOHIIHFWYDOLGLW\RUHQIRUFHDELOLW\VROHO\EHFDXVHDQHOHFWURQLF VLJQDWXUHRUHOHFWURQLFUHFRUGZDVXVHGLQLWVIRUPDWLRQ1LFKRODL)UDQFLV933RODULV*RYHUQPHQW 'HIHQVH3RODULV6DOHV,QF
Bid Number: RFP 091024 Vendor Name: Polaris Sales Inc.

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

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

DSSOLFDEOH

3DJHV
$GGHQGXP8WLOLW\7UDQVSRUW*ROI9HKLFOHV5)3

:HG$XJXVW
30
$GGHQGXP8WLOLW\7UDQVSRUW*ROI9HKLFOHV5)3

7XH$XJXVW
30
$GGHQGXP8WLOLW\7UDQVSRUW*ROI9HKLFOHV5)3

:HG-XO\

$0
Bid Number: RFP 091024 Vendor Name: Polaris Sales Inc.

Newport Beach City CouncilAugust 25, 2026

Newport Beach City Council
August 25, 2026