Sustainable Procurement
Guidelines
Table of Contents
Table of Contents 2
Glossary 3
1. Introduction and Document Purpose 6
2. Document Guide 6
3. Reporting 7
4. Green Spend 7
A. Green Spend General Criteria 7
B. Category Specific Criteria 8
5. Economically and Socially Responsible Spend 12
6. Sustainable Spend 14
7. Category Specific Specifications 15
A. Electronics 15
B. Cleaning Supplies 16
C. Office Supplies 17
E. Indoor Furniture 17
F. Compostable Food Service Ware 18
G. Water Appliances/Fixtures 20
8. Best Practices for Procurement Services 20
9. Certification and Standards Definitions 21
Appendix I - The “Dollar not Spent” and Green Spend 24
Method 1: Reuse (for example, goods reused from surplus operations) 24 Method 2: Normalized Reduction in Purchase of Commodity Goods 25 Method 3: Replacement of disposables with reusables 26
Glossary
The below definitions are copied directly from the UC Sustainable Practices Policy for reference, unless noted otherwise.
Addressable Spend: Spend that can be impacted through sourcing activities. For the purposes of this policy, addressable spend relates to the spend within a specific product or service category.
Catalog: A catalog is representative of a supplier’s product information. A catalog is implemented in one of two formats: 1) through a hosted catalog or 2) through a punch-out catalog. See definitions for Hosted Catalog and Punch Out Catalog for more information. This definition is provided for clarification within the Guidelines and is not defined within the UC Sustainable Practices Policy.
Economically and Socially Responsible (EaSR) Spend: Spend on products or services supplied by a business holding one of the UC-recognized certifications listed the UC Sustainable Procurement Guidelines.
Environmentally preferable products: Designation for those products whose manufacture, use, and disposal results in relatively less environmental harm than comparable products.
Expanded Polystyrene (EPS): As defined by the City of San Francisco, blown polystyrene and expanded and extruded foams which are thermoplastic petrochemical materials utilizing a styrene monomer and processed by any number of techniques including but not limited to, fusion of polymer spheres (expanded bead polystyrene), injection molding, foam molding, and extrusion-blown molding (extruded foam polystyrene).
Full Time Equivalent (FTE): A full-time equivalent employee is the hours worked by one employee on a full-time basis and can be used to convert the hours worked by several part-time employees into the hours worked by full-time employees. A full-time employee is assumed to work 40 hours in a standard week.
Green Spend: Spend on products meeting the UC “Preferred Level” of environmental sustainability criteria as laid out in the UC Sustainable Procurement Guidelines.
Hosted Catalog: As defined in the JAGGAER technical manual, in simplest terms, a hosted catalog is an online version of a supplier’s printed catalog. Hosted catalogs contain product data and details, along with pricing information for each item. When a product search is performed, the products in all of the hosted catalogs are searched. Hosted catalog search results contain product information from all suppliers depending on the search criteria entered by the user. This definition is provided for clarification within the Guidelines and is not defined within the UC Sustainable Practices Policy.
LEEDTM: Leadership in Energy and Environmental Design. LEED is a registered trademark of the U.S.
Green Building Council (USGBC). This trademark applies to all occurrences of LEED in this document.
LEED is a green building rating system developed and administered by the non-profit U.S. Green Building Council. The four levels of LEED certification, from lowest to highest, are Certified, Silver, Gold, and Platinum. LEED has several rating systems. This Policy refers to the following rating systems:
LEED for Interior Design and Construction (LEED-ID+C) for renovation projects; LEED for Building Operations and Maintenance (LEED-O+M) for the ongoing operational and maintenance practices in buildings; and,
LEED for Building Design and Construction (LEED-BD+C) for new buildings and major renovations of existing buildings.
Location: As used in this Guidelines document, means any or all campuses. At this time, it does not include UC Health locations or the Lawrence Berkeley National Laboratory. This definition is provided for clarification within the Guidelines and defined differently within the UC Sustainable Practices Policy.
Punch Out Catalog: Modified from the JAGGAER technical manual, punch-out catalogs are integrated external links to a supplier’s web-based catalog. The user exits the UC’s eprocurement site to search and select products from a supplier’s web catalog, then returns the items to the UC’s eprocurement shopping cart. The selected items are then submitted through the standard requisition/order process.
This definition is provided for clarification within the Guidelines and is not defined within the UC Sustainable Practices Policy.
Required Level Green Spend criteria: The minimum certification standard required for a product or service category. Required Level Green Spend criteria is laid out in the UC Sustainable Procurement Guidelines.
Solicitation: The process of seeking information, bid proposals, and quotations from suppliers.
Sustainable Practices Policy: Refers to the University of California Sustainable Practices Policy, Governed by the UC Sustainability Steering Committee.
Sustainable Procurement: [Modified from the UK Government’s Sustainable Procurement Task Force (2012)] Purchasing that takes into account the economic, environmental and socially responsible requirements of an entity’s spending. Sustainable Procurement allows organizations to procure their goods and services in a way that achieves value for money on a whole-life basis in terms of generating benefits not only to the organization, but also to society and the economy, while remaining within the carrying capacity of the environment.
Sustainable Procurement Working Group (SPWG): Is the working group charged with improving the integration of sustainable principles and practices into the UC’s procurement practices. The SPWG recommends changes to this document to the UC Procurement Leadership Council, and changes to the
UC Sustainable Practices Policy to both the UC Procurement Leadership Council and UC Sustainability Steering Committee. See definitions for UC Procurement Leadership Council and UC Sustainability Steering Committee for more information. This definition is provided for clarification within the Guidelines and is not defined within the UC Sustainable Practices Policy.
Sustainable Spend: The intersection of Green and Economically and Socially Responsible (EaSR) Spend.
UC Sustainable Spend is defined as spend that meets the criteria and requirements for Green Spend as well as EaSR Spend as laid out in the UC Sustainable Procurement Guidelines.
Total Cost of Ownership (TCO): An analysis of cost that considers not only purchase price, but also any costs associated with the acquisition, use, and disposal of the product. These costs may include some or all of the following: freight, taxes and fees, installation, operation/energy use, maintenance, warranty, collection, end-of-life disposal or recycling, as well as social or environmental costs, such as the cost of purchasing pollution offsets or monitoring labor practices.
UC Procurement Leadership Council (PLC): Is the system wide leadership council, composed of the Chief Procurement Officer (or equivalent) at each UC campus, charged with developing the overall strategic direction for the UC Procurement Services program that enables the organization to align objectives, initiatives, and projects to deliver on system wide procurement and supply chain initiatives. The PLC is ultimately responsible for the approval of changes and updates to this document. This definition is provided for clarification within the Guidelines and is not defined within the UC Sustainable Practices Policy. This definition is provided for clarification within the Guidelines and is not defined within the UC Sustainable Practices Policy.
UC Sustainability Steering Committee: Is the UC system wide committee charged with overseeing updates to and progress against the UC Sustainable Practices Policy. This definition is provided for clarification within the Guidelines and is not defined within the UC Sustainable Practices Policy.
1. Introduction and Document Purpose
The University of California’s Sustainable Procurement Guidelines (“Guidelines”) lay out the minimum sustainability requirements for products and services purchased by the University of California and identify those product attributes that are strongly preferred, if not mandatory.
The University of California’s Sustainable Procurement Guidelines act as a companion to the Sustainable Procurement Policy and Procedure Sections of the UC Sustainable Practices Policy.
In general terms, the UC Sustainable Practices Policy outlines the University’s targets for sustainable procurement as well as requirements for UC sustainable procurement practices, that is the activities of University of California buyers as they relate to sustainable procurement. This Guidelines document breaks down what the University considers to be sustainable at the product, product category, service or industry level.
The UC Sustainable Practices Policy prioritizes waste reduction in the following order: reduce, reuse, and then recycle. Accordingly, sustainable procurement should look to reduce unnecessary purchasing first, then prioritize purchase of surplus or multiple use products, before looking at recyclable, compostable, or otherwise sustainable products.
2. Document Guide
These Guidelines are intended to be used by the following parties, for the following purposes:
1. University of California, Office of the President, Strategic Sourcing Centers of Excellence and University Campus Procurement Services Departments (not including UC Health locations or the Lawrence Berkeley National Laboratory)
a. To educate personnel purchasing on behalf of the University on Required and Preferred Green (environmentally) and Economically and Socially Responsible (EaSR) sustainability criteria to be included in solicitation specifications and reporting. b. To negotiate better pricing for products and services meeting the criteria described throughout these Guidelines and the Sustainable Practices Policy over traditional products and services, where opportunities exist.
c. To develop language and specifications for solicitations stating that product and service offerings meeting the criteria described in these Guidelines will be required where they exist.
2. Department Level Buyers
a. To educate personnel purchasing on behalf of the University on Required and Preferred environmental (Green) and Economically and Socially Responsible (EaSR) sustainability criteria when making purchasing decisions.
3. Reporting
Reporting will be required in line with the University of California sustainable purchasing targets and reporting requirements as outlined in the Sustainable Practices Policy (see III. Policy Text, G. Sustainable Procurement; V. Procedures, G. Sustainable Procurement). Reporting will be based on the percent spend in each of the following categories out of the total addressable spend. Reporting will commence by product or service category based on instruction in the sections below.
1. Green (environmentally preferable) Spend
2. Economically and Socially Responsible (EaSR) Spend
3. Sustainable Spend (the intersection of Green and EaSR Spend)
Clarification on each of these spend categories can be found in the sections below.
4. Green Spend
Green Spend is defined as spend on products meeting the UC Preferred Level of environmental sustainability criteria (see Table 1 below). The percentage of Green Spend is calculated using the following methodology, for a given product category over a particular period of time:
Total spend on items meeting Preferred Level criteria in a given product category x 100 Total Addressable Spend in a given category
For example, the percent Green Spend calculation for computer electronics for Fiscal Year 16/17 is:
Total Spend on EPEAT Gold registered computers during FY 16/17 x 100 Total Addressable Spend on computers during FY 16/17
In addition to the above calculations, campuses may also calculate the “Dollar not Spent” to add to their overall Green Spend percentage. Please note that calculating the “Dollar not Spent” for an individual campus is optional and not required as part of a sites annual Green Spend reporting. Please see Appendix I – The “Dollar not Spent” and Green Spend to find more information on the various allowable methodologies to calculate the “Dollar not Spent.”
A. Green Spend General Criteria
Some Green (environmental) sustainability criteria are applicable across all, or a large number of different product or service categories. The following criteria must be applied to all applicable categories, and included in the specifications for all relevant solicitations and contracts.
1. ENERGY STAR® and WaterSense® certified products are required across all applicable product categories where price comparable (based on a total cost of ownership assessment) and consistent with the needs of University researchers, faculty, and staff.
2. Products and packaging shall be free of hazardous additives, including those mixed into the product and those used as surface treatments, unless no feasible alternative exists, and it is determined that the benefit outweighs the risk. Products and packaging must meet all eleven of the Kaiser Permanente Chemicals of Concern Criteria, including, but not limited to.
a. Cadmium, mercury, lead, hexavalent chromium, polybrominated biphenyls, and polybrominated diphenyl ethers - All homogenous electronic parts are compliant with all European Union Restriction of the Use of Certain Hazardous Substances (EU RoHS) Directive’s restricted limits (excluding exemptions). b. Polyvinyl chloride (PVC)
c. Prop 65 Chemicals - Does not contain intentionally added chemicals listed by the State of California to cause cancer, birth defects, or reproductive harm that require warning or are prohibited from release to the environment under the California Safe Drinking Water and Toxic Enforcement Act of 1986 (Proposition 65). If contains Prop 65 chemicals, supplier must disclose Chemical Abstracts Service (CAS) #'s.
d. Persistent, bioaccumulative and toxic chemicals (PBTs) - All homogeneous materials must contain less than 1000 ppm of PBTs.
e. Organohalogen-based chemicals (bromine, chlorine, fluorine, and iodine) f. Antimicrobial/antibacterial agents1 - Does not contain intentionally added antimicrobial/antibacterial agents to reduce surface pathogens.
B. Category Specific Criteria
Table 1 outlines the environmental sustainability criteria the University uses to define a given product category as “Green,” for purposes of identifying products in hosted and punchout catalogs, and for calculating and reporting on Green and Sustainable Spend.
Recognized Certifications - These are reputable third party certifications the UC recognizes for identifying products that may have a reduced impact on humans and/or the environment. At a location’s discretion, products with these certifications can be flagged as “light green” in hosted and punchout catalogs.
Required Level - These are the minimum mandatory requirements for each product category, which should be included in all relevant bid solicitations. Products and
1 This includes hand and dish soaps labelled as antibacterial, except where required for use in hospitals and food service settings. Antimicrobials added to raw materials for the sole purpose of preserving the product are exempt, with the exception of triclosan and triclocarban which are explicitly prohibited.
services that fall into these categories but do not meet these minimum requirements will not be listed in UC product catalogs except with the express request of campuses.
Products in a given category must meet all required level criteria listed, unless otherwise noted (e.g. if Energy Star and EPEAT Silver are listed, product must have both certifications).
Preferred Level - The Preferred Level of criteria is used for calculating Green and Sustainable Spend (see Section 6 below). At a location’s discretion products meeting these criteria may be labelled as “dark green” in hosted and punchout catalogs, and shall be given preference during evaluation in all relevant bid opportunities, where price comparable (based on a total cost of ownership assessment) and consistent with the needs of University researchers, faculty, and staff. Products must meet all applicable Required Level criteria to qualify for Preferred Level criteria.
Table 1 - Category Specific Green Spend Criteria
Product or Service
Category
Recognized
Certifications and
Standards
Required Level (minimum
mandatory requirements)
Preferred Level
Electronics ENERGY STAR ® ENERGY S TAR ® ENERGY STAR ® EPEAT EPEAT Bronze EPEAT Gold
Cleaning Supplies Green Seal A minimum of 25% of
purchases are certified by
one of the recognized
certifications
At least 75% of
purchases are certified
by of the recognized
certifications
UL Ecologo
EPA Safer Choice
FSC (for janitorial paper
products)
Office Supplies
Copy Paper FSC Recycled A minimum of 30% PCRC
or agricultural residue
content (or GS-07
certified)
100% PCRC or
agricultural residue
content, or FSC
Recycled labelled, with
additional preference
for paper that is PCF
Post-consumer recycled
content (PCRC)
Processed Chlorine Free
(PCF)
2 Green Seal (GS-07)
Agricultural residue3
content
Paper Office Supplies
(other than copy
paper)
FSC - Chain of Custody A minimum of 30% PCRC
4 1 0 0 % r e c y c l e d c o n t e n t
with minimum 50%
PCRC; 90% PCRC wire
components; water-
Sustainable Forestry
Initiative (SFI)
2 http://www.calrecycle.ca.gov/paper/chlorinefree/default.htm 3 Must come from sustainably grown and harvested, non-GMO sources that do not replace forest stands or food crops
4 Aligns with CA Department of General Services (DGS) Purchasing Standard DGS-441200-A for Paper Product Office Supplies and Northeast Recycling Council (NERC) Model EPP Specifications and Purchasing Guidelines for Office Supplies
Post consumer recycled
content (PCRC)
based or plant-based
adhesives; and
additional preference
for PCF, FSC, and/or SFI
labelled products
5 Total recycled content
Processed Chlorine Free
(PCF)
Green Seal (GS-07)
Non-paper Office
Supplies
Post-consumer recycled
content (PCRC)
Meets the minimum CPG
recycled-content levels
for Non-Paper Office
Products, and a minimum
30% recycled content for
all writing utensils (dry-
erase markers,
highlighters, markers,
pens, and pencils) or
other plastic-based
accessories
Meets the recycled
content specifications
in the Preferred EPP
Specifications as listed
by the Northeast
Recycling Council
(NERC), and free of
antimicrobial coatings
Total recycled content
Non-antimicrobial
EPA Comprehensive
Procurement Guidelines
(CPG)
Northeast Recycling
Council (NERC) Model
EPP Specifications and
Purchasing Guidelines
for Office Supplies
Toner Remanufactured 6 Meets one of the
recognized standards
Meets both of the
recognized standards
High yield
Indoor Furniture GREENGUARD Gold Must meet all of the
following:
භ GREENGUARD
Gold or SCS
Indoor Advantage
Gold
භ Free of the 6
classes of
chemicals of
Must have at least one
of the following
additional
certifications:
භ BIFMA Level
certified
(preference for
2 or 3)
භ C2C Certified
SCS Indoor Advantage
Gold
Cradle to Cradle (C2C)
BIFMA Level
5 Modelled from Northeast Recycling Council’s Preferred EPP Specifications for Paper Office Supplies 6 Shall meet the State of California’s Specifications for Remanufactured Toner and Ink Cartridges:
https://www.documents.dgs.ca.gov/pd/epp/goods/officesupplies/inktonercartridges/20140902_Ink_Toner_Engin eering_Spec.pdf
Meets the Healthier
Hospitals Initiative (HHI)
Safer Chemicals
Challenge and is listed
on the Healthier
Hospitals Healthy
Interiors Goal website
concern as
described in
Section 7.E.
(preference for
Silver or Gold)
භ HHI compliant
with published
product list on
their website
භ FSC Certified
wood
භ Textiles
certified by
one of the
recognized
certifications
භ Complete HPD
භ Complete
Declare label
FSC (for products
containing wood)
Textile certifications:
භ GOTS
භ Standard 100 by
Oeko-Tex
භ STeP by Oeko-Tex
භ Cradle to Cradle
භ Facts
Health Product
Declaration (HPD)
Declare Label
Compostable Food
Service Ware
Biodegradable Products
Institute (BPI)
Certified Compostable by
BPI or GS-35, or made
100% from uncoated,
unlined, obviously plant-
based material, and
appears on the Cedar
Grove Accepted Items List
Meets additional
criteria as described in
the Compostable Food
Service Ware section
below
Green Seal GS-35
Cedar Grove Accepted
Items List for
Commercial
Compostability
Water
Appliances/Fixtures
WaterSense® WaterSense® Certified WaterSense® Certified
5. Economically and Socially Responsible Spend
Economically and Socially Responsible (“EaSR”) Spend is defined as spend on products or services supplied by a business holding at least one of the UC-recognized classifications or certifications listed below. Recognized Certifications and Standards, listed in Table 2 below, outline the certifications and
criteria that the University uses to define “EaSR” spend. Table 2 also includes a category for Preferred Certifications, which are certifications offered by California government agencies and/or of CA-based businesses. Currently there is no goal set for spend with suppliers meeting Preferred Certification standards.
The percentage of EaSR Spend is calculated using the following methodology, for a particular time horizon:
Spend on products or services from a business that holds a UC-recognized EaSR certification x 100 Total Addressable Spend
A. EaSR Spend Criteria
Expenditures on products supplied by businesses holding at least one of the UC-recognized certifications and standards outlined under Recognized Certifications and Standards, see Table 2 below, will be considered EaSR Spend for the purposes of calculating the percent EaSR and Sustainable Spend.
Recognized Certifications and Standards - These are reputable government or nationally recognized certifications and criteria the UC recognizes for identifying suppliers that may have a positive impact on society and/or the economy. Suppliers with these certifications should be flagged as a color or symbol differentiated like ‘green spend’ such as yellow in hosted and punchout catalogs.
Preferred Certifications - These are reputable government or nationally recognized certifications and criteria the UC recognizes for identifying suppliers that may have a positive impact on society and/or the economy within California specifically. Suppliers with these certifications should be flagged as a color or symbol differentiated like ‘green spend’ such as yellow in hosted and punchout catalogs.
Table 2 - EaSR Spend Criteria
Business
Classification
Recognized Certifications and Standards Preferred Certificatio ns Small Business
Enterprise
All government agency certifications and
accepted third party certifiers such as:
භ SBA-approved Third Party Certifiers
Note that self-certification in SAM is
accepted as well as any other small business
certifications that also certify a businesses
status as socially and economically
disadvantaged such as (WOSB, SDVOSB, DBE,
etc.)
CA DGS certification
or California state or local
agency certification
HUBZone certified
SBA 8(a)
Disadvantaged
Business Enterprise
All government agency certifications All government agency certifications accepted, but
principal office of business
must be located in
California and owners
(officers, if a corporation)
domiciled in CA.
Women-owned
Business Enterprise
All government agency certifications All gove rnment agency certifications accepted, but
principal office of business
must be located in
California and owners
(officers, if a corporation)
domiciled in CA.
Minority Business
Enterprise
All federal, state and local government
agency certifications
භ State and Local Government
Certifying Agencies
භ Federal includes (SBA 8(a), EPA, etc.)
All government agency
certifications accepted, but
principal office of business
must be located in
California and owners
(officers, if a corporation)
domiciled in CA.
Veteran-owned
Business Enterprise
All government agency certifications All gove rnment agency certifications accepted, but
principal office of business
must be located in
California and owners
(officers, if a corporation)
domiciled in CA.
Service Disabled
Veteran-owned
Business Enterprise
All government agency certifications DGS DVBE
6. Sustainable Spend
Sustainable Spend is the intersection of Green and EaSR Spend. UC Sustainable Spend is defined as spend that meets the criteria and requirements in Section 4 for Green Spend and Section 5 for EaSR Spend (simultaneously). Thus, Sustainable Spend is defined as the expenditures on products in a particular product category that are supplied by a business holding one of the UC-recognized EaSR certifications, in addition to meeting the Preferred Level Green Spend criteria from Table 1.
An example of the percentage of Sustainable Spend calculated for computers (Figure 1) over a particular time horizon would be:
Expenditures on EPEAT Gold certified computers from SBE businesses x 100 Total Addressable Spend on computers
Figure 1. Sustainable Spend for Computers
7. Category Specific Specifications
These additional guidelines and specifications should be used during solicitations, contracting and as a reference when making department purchases. Minimum requirements for each product category are outlined in column three of table one. The below items are recommended for inclusion in RFPs. Other than those items referred to in Policy as mandatory, project teams need to determine which of the below items will be mandatory and preferred during the RFP development phase.
A. Electronics
Electronics includes any product for which an EPEAT certification is available. EPEAT currently includes product ratings for PCs and Displays (including tablets), Imaging Equipment (which includes printers,
copiers, scanners and multifunction devices) and Televisions. Environmental leadership standards are currently under development with the intent to form the basis of future EPEAT categories for Mobile Phones, Servers and other electronic products (https://www.epeat.net/about-epeat/). Registration criteria and a list of all registered equipment are provided on the EPEAT registry.
In addition to the criteria established in Table 1, the University will ensure the following:
1. In accordance with Policy, all recyclers of the University’s electronic equipment must be e- Steward certified by the Basel Action Network (BAN) (www.ban.org). In cases where the University has established take-back programs with a manufacturer, the University will require the manufacturer to become a BAN-certified e-Steward Enterprise (e-Stewards for Enterprises).
2. Printers and copiers must have duplex printing capabilities and hold their warranty while using 100% recycled content paper.
3. Suppliers shall be required to deliver items to the University with energy efficiency and duplex printing functions enabled.
a. Departments will work with their IT departments to ensure that features remain enabled for the duration of the product’s use.
B. Cleaning Supplies
Cleaning supplies include general purpose bathroom, glass and carpet cleaners; degreasing agents; biologically-active cleaning products (enzymatic and microbial products); floor-care products (e.g. floor finish and floor finish strippers); hand soaps and hand sanitizers; disinfectants; and metal polish and other specialty cleaning products. Also included are janitorial paper products such as toilet tissue, tissue paper, paper towels, hand towels, and napkins. Other janitorial products and materials (e.g. cleaning devices that use only ionized water or electrolyzed water) are excluded from this category.7
Disinfectants
All disinfectants must be EPA-registered, and contain only the following active ingredients: hydrogen peroxide, citric acid, lactic acid, thymol, or caprylic acid. As there is no sustainability certification for disinfectants, in order to increase your % Green Spend for Cleaning Supplies and follow green cleaning practices, it is recommended that each site assess its current usage and application of disinfectants.
Disinfectant use should be limited to high-risk surfaces [locations where there is a higher risk for blood borne incidents, skin contact (MRSA risk), or contact with feces and body fluids] and where required by regulation. Microbes can be effectively removed from high-touch surfaces touched by multiple people throughout the day (door handles, faucet handles, handrails, drinking fountains etc.) by frequent and proper cleaning with a regular cleaning product.8
7 Based on STARS Technical Manual Version 2.1, Administrative Update Three, July 2017 8 UMass Lowell Toxics Use Reduction Institute’s Guide to Safe and Effective Cleaning and Disinfecting:
https://www.turi.org/Our_Work/Cleaning_Laboratory/Resources_and_Information/Disinfection/Guide_to_Safe_a nd_Effective_Cleaning_and_Disinfecting
C. Office Supplies
Copy paper - refers to standard office printing and copy paper.
Paper Office Supplies - includes Writing Paper (pads), Packing Paper, Folders, Letter folders, Expandable Filing Folders, Hanging folders or accessories, binders and indexes, Hanging Folders, Dividers, File Pockets, Standard Envelopes, Packaging Carton, Mailers, Easel Pads, Sticky Note, Storage Boxes, Desk Pad Calendar.
Non-paper Office Supplies - includes binders, clipboards, file folders, clip portfolios, presentation folders, plastic desktop accessories (desk organizers, desk sorters, desk and letter trays, and memo, note and pencil holders etc.), plastic envelopes, and writing utensils (dry-erase markers, highlighters, markers, pens, and pencils).
Toner - Additional recommendations can be found from the State of New York’s Approved Specifications for Monochrome Toner Cartridges: https://www.ogs.ny.gov/greenny/specs/green-specs- MonochromeTonerCartridge.asp
E. Indoor Furniture
Furniture includes individual (e.g. task chair) and group seating; open-plan and private-office workstations; desks of all types, tables of all types; storage units, credenzas, bookshelves, filing cabinets and other case goods; integrated visual display products (e.g. markerboards and tackboards, excluding electronic display products); hospitality furniture; and miscellaneous items such as mobile carts, freestanding screens, and movable partitions. Movable partitions include office furniture system cubicle panels that are typically integrated with work surfaces, desks, and storage furniture. Furniture does not include office accessories, such as desktop blotters, trays, tape dispensers, waste baskets, all electrical items such as lighting and small appliances, and accessories such as aftermarket keyboard trays, monitor stands and monitor arms.
The University shall prefer furniture meeting specifications for the following hazardous chemical classes:
1. Flame Retardants: All furniture shall be free of flame retardant chemicals at levels above 1,000 parts per million in both standard and optional components, excluding electrical components. a. All upholstered seating subject to TB 117-2013 shall be labeled as not containing flame retardant chemicals consistent with the manner described in Section 19094 of the California Business and Professions Code.
b. A product may contain flame retardants if required to meet code or regulation (e.g., TB 133 or ASTM E 1537), in accordance with the following criteria:
i. No halogenated flame retardant chemical may be used at levels above 1,000 parts per million by weight of the homogeneous material, excluding electrical components.
ii. Products that contain flame retardant chemicals that have be en fully assessed using GreenScreen v1.2 (or newer) and meet the criteria for benchmark 2, 3, or 4 will be preferred.
2. Formaldehyde and Volatile Organic Compounds (VOCs): All furniture shall comply with ANSI/BIFMA e3-2014 Furniture Sustainability Standard, Sections 7.6.1 and 7.6.2, using either the concentration modeling approach or the emissions factor approach. a. Test results shall be modeled using the open plan, private office, or seating scenario in ANSI/BIFMA M7.1, as appropriate.
b. Furniture products that additionally meet ANSI/BIFMA e3-2014 Section 7.6.3 and/or California Department of Public Health Standard Method v1.1 (emission testing method for California Section 01350) are preferred.
c. Salvaged and refurbished furniture more than one-year old at the time of re-use is considered compliant, provided it meets the requirements for any site-applied paints, coatings, adhesives, and sealants.
d. All composite wood materials, including hardwood plywood, particleboard, or medium density fiberboard, used in office, classroom, or healthcare furniture shall comply with Phase 2 of California’s Code of Regulations, Title 17 §93120.2 – Airborne Toxic Control Measure to Reduce Formaldehyde Emissions from Composite Wood Products.
3. Per and Poly-Fluoroalkyl Substances (PFASs) used as stain/water/oil resistant treatments: All furniture shall be free of any long- and/or short-chain per- and poly-fluorinated alkyl compounds and fluorinated polymers used as stain, water, or oil resistant treatments above 100 ppm by weight of the homogenous material.
4. Antimicrobials: All furniture shall be free of any added or built-in chemical antimicrobials.
Antimicrobials added to raw materials for the sole purpose of preserving the product are exempt, with the exception of triclosan and triclocarban which are explicitly prohibited.
5. Polyvinyl Chloride (PVC): All furniture shall be free of polyvinyl chloride (PVC) greater than 1% of product by weight, excluding electrical components. Electrical components that are free of PVC are preferred.
6. Heavy Metals: All furniture shall be free of any heavy metals, including hexavalent and trivalent chromium, in concentrations greater than 100 ppm.
F. Compostable Food Service Ware
Compostable food service containers and packages that have recycled and/or sustainably harvested content are preferred wherever possible.
1. All products must be certified compostable by the Biodegradable Products Institute (BPI) or Green Seal GS-35, proving that the finished product meets ASTM standards D6400 or D6868 for compostability. BPI-certified products can be accessed at:
http://products.bpiworld.org/. Documentation may be required.
2. Products made 100% from paper, wood, bamboo or other obviously plant-based material, that are uncoated, unlined, or clay-coated (such as wooden stir sticks or uncoated paper plates) automatically meet this commercial compostability requirement without certification, so long as they appear on the Cedar Grove Accepted Items list for commercial compostability (https://cedar-grove.com/compostable/accepted-items), and the material type is disclosed.
3. Products with polyethylene liners are not compostable, and therefore do not meet the intent of these specifications.
4. Products shall not contain highly hazardous additives, including but not limited to persistent, bioaccumulative, or toxic chemicals (PBTs); carcinogens; mutagens; reproductive toxins, organohalogen-based chemicals (bromine, chlorine, fluorine or iodine); and endocrine disruptors.
5. Products shall not contain polyvinyl chloride (PVC), acrylonitrile butadiene styrene (ABS), polycarbonate (PC), polyurethane (PU), or any fluorinated chemicals. If product is fiber-based (including paper), ask for identification of the type of grease barrier or coating used.
6. Product is manufactured entirely with chlorine-free processing, meaning that no chlorine or chlorine compounds were used during manufacturing. Products may be unbleached or whitened in a chlorine-free process (if certified process chlorine-free).
7. Paper products are made from 40% post-consumer recycled content or 100% total recycled content (pre- or post- consumer), unless intended for hot beverages, in which case they are made from a minimum of 10% post-consumer recycled content. Bidder should disclose the amount and type of recycled content.
8. Non-cutlery products contain at least 90% biobased carbon content; cutlery products contain at least 70% biobased carbon content. Bidder can provide documentation demonstrating that its biobased carbon content meets the above specifications through one of the following:
a. ASTM Standard D6866 laboratory test data
b. USDA’s BioPreferred Label
c. Products made of 100% uncoated wood, bamboo, paper or other obviously fiber-based material will automatically meet these biobased content requirements. Samples may be requested.
9. Product shall not contain added engineered nanomaterials.
10. Product materials were sustainably produced and are certified as one of the following:
a. Forest Stewardship Council (FSC)
b. Protected Harvest
c. Rainforest Alliance
d. Fair Trade USA
11. Feedstock and final product are produced in North America.
12. Product material grown without genetically modified organisms and certified to be GMO-free by one of the following:
a. Non-GMO Project Verified (www.nongmoproject.org)
b. CERT ID NonGMO
c. ProTerra Certifications (www.geneticid.com/services/certification)
13. Product is made from sustainably grown, non-food agricultural resources such as perennial biomass crops and sustainably harvested residues (for more information, see the Sustainable Bioplastic Guidelines:
https://healthybuilding.net/uploads/files/sustainable-bioplastic-guidelines.pdf
14. Product is EcoLogo or Green Seal-certified by one of the following:
a. EcoLogo CCD-084 (Table Napkins),
b. EcoLogo CCD-085 (Kitchen Towels),
c. EcoLogo CCD-086 (Hand Towels),
d. Green Seal GS-1 (Sanitary Paper Products),
e. Green Seal GS-9 (Paper Towels and Napkins),
f. Product meets the standard for biodegradability in the marine environment (ASTM D7081-05).
15. Inks for printing and graphics are vegetable-based and approved for use by U.S. Food and Drug Administration, where required.
G. Water Appliances/Fixtures
This category includes all products covered by WaterSense including residential toilets, showerheads, bathroom faucets, commercial toilets, urinals, pre-rinse spray valves, irrigation controllers, and spray sprinkler bodies.
8. Best Practices for Procurement Services9
1. Market basket lists can be used as a tool for increasing the purchase of sustainable products at competitive and affordable prices. By only including products meeting the Required and Preferred Level of sustainability criteria in a market basket list, the University may be able to achieve reduced rates that will in turn direct spend towards sustainable products over conventional products. Allowing for revisions to the market basket beyond traditional changes in volume/spend patterns may allow for more competitive pricing on newly added sustainable items.
2. Through solicitation specifications and contract provisions, suppliers are required to:
a. Clearly identify UC-recognized “light green” and “dark green” sustainable items in product catalogs.
b. Ensure that any additional sustainability symbols/icons/certifications are displayed along with attribute details per product (e.g. a product with a recycled content symbol must also have in its product description details about the % total recycled content and % post consumer recycled content).
c. Offer capabilities to:
9Modified from: https://nerc.org/documents/EPP/Office%20Supplies/EPP%20Specs%20 - %20Office%20Supplies.pdf
i. Block and/or restrict pre-identified conventional items from being purchased online so University employees are compelled to purchase products that are in compliance with UC’s Sustainable Procurement Policies and Guidelines. ii. Auto-substitute pre-identified conventional products with su stainable products on the market basket list when end-user places conventional item in online cart. d. Make sustainable items display first in online catalog search results, or make them easily found within online product catalogs through effective search tools, search filters, and related navigational tools.
e. Incentivize consolidated deliveries whenever feasible (e.g. deliveries only on certain days of the week or reduced pricing for consolidated shipping). i. Document or illustrate how the delivery consolidation method reduces the UC and supplier’s carbon footprint (e.g. reduction in fossil fuel use, carbon emissions, packaging materials, or on-site vehicle traffic). f. Use only delivery service companies that are participants in EPA’s Smartway Program.
3. LEED credits should be incorporated into all materials procurement associated with new facility constructions and major renovations.10
9. Certification and Standards Definitions
a. BIFMA Level® - BIFMA Level is a multi-attribute furniture certification based on the ANSI/BIFMA e3 standard, addressing material use, energy, atmosphere, human and ecosystem health, and social responsibility at the product, facility, and organizational level. Certification is based on a points system with three levels of achievement, from Level 1 through Level 3.
b. Biodegradable Products Institute (BPI) - BPI is a non-profit organization with the largest certification program for compostable products and packaging in North America. Their single-attribute certification indicates compliance with the ASTM D6400 and/or D6868 standards for commercial compostability.
c. Cradle to Cradle TM - Cradle to Cradle is a multi-attribute standard that evaluates a wide range of products across five categories of human and environmental health, including Material Health, Material Reutilization, Renewable Energy and Carbon Management, Water Stewardship, and Social Fairness. Product certification is awarded at five levels, from Basic to Platinum, with an emphasis on continuous improvement. d. ENERGY STAR ® - Energy Star is a standard for energy efficient consumer products administered by the U.S. Environmental Protection Agency and the U.S. Department of Energy.
e. EPA Safer Choice - Formerly known as Design for the Environment (DfE), the Safer Choice label is the U.S. Environmental Protection Agency’s program to identify products with safer chemical ingredients.11
10 https://www.phoenix.gov/oepsite/Documents/070520.pdf 11 Definition taken from STARS Technical Manual Version 2.1, Administrative Update Three, July 2017
f. EPEAT ® - The Electronic Product Environmental Assessment Tool is a method for consumers to evaluate the effect of a product on the environment. It ranks products as gold, silver or bronze based on a set of environmental performance criteria. It is managed by the Green Electronics Council.
g. FACTS - Facts is a sustainability certification program for commercial textiles, recognizing textiles conforming to the NSF/ANSI 336 multi-attribute standard, evaluating a textile for environmental, economic and social aspects across its life cycle.
Facts utilizes four conformance levels from Compliant to Platinum. h. Forest Stewardship Certification - The Forest Stewardship Council (FSC) is an independent, non-profit organization that protects forests for future generations. FSC Chain-of-Custody certification traces the path of products from forests through the supply chain, verifying that FSC-certified material is identified or kept separated from non-certified material throughout the chain. FSC Forest Management certification confirms that a specific area of forest is being managed in line with the FSC Principles and Criteria.12
i. FSC Recycled - The FSC Recycled on-product label means all th e wood or paper in the product comes from reclaimed (re-used) material.13 i. Global Organic Textile Standard (GOTS) - GOTS is a textile processing standard for organic fibres, which includes both ecological and social criteria, from harvesting of raw materials through manufacturing and labelling.
j. GREENGUARD ® - The GREENGUARD Environmental Institute certifies products and materials for low chemical emissions. Greenguard Gold ensures that a product is safe for use in schools and healthcare facilities, and is referenced by LEED. k. Green Seal ® - Green Seal is an independent nonprofit organization “dedicated to safeguarding the environment and transforming the marketplace by promoting the manufacture, purchase, and use of environmentally responsible products and services.” The Green Seal certification is based on multi-attribute environmental standards that meet the ISO 14024 standards for eco-labeling.14
l. Healthier Hospitals Healthy Interiors Goal (HHI) - The Healthy Interiors Goal aims to promote public and environmental health, and urge the furnishings market to develop safer products, while reducing disposal costs and liability. Furniture and textiles that meet the Healthy Interiors Goal claim contain no formaldehyde, perfluorinated compounds, polyvinyl chloride, antimicrobials, or flame retardants above the specified minimum levels. Products meeting the Goal must be listed on the website, and are not verified.
m. Process Chlorine Free (PCF) - PCF means that no chlorine or chlorine derivatives were used in the recycling process. Paper that was originally bleached with chlorine or chlorine derivatives may be used as feedstock, however. Only paper that is “totally
12 Ibid
13 https://ic.fsc.org/en/choosing-fsc/fsc-labels
14 Definition taken from STARS Technical Manual Version 2.1, Administrative Update Three, July 2017
chlorine-free” (TCF) is produced with pulp that has been bleached without any type of chlorine or chlorine derivative, or has not been bleached.15 n. STANDARD 100 by OEKO-TEX® - Certification for raw, semi-finished, and finished textile products at all processing levels, as well as accessory materials used. Criteria focuses on product safety based on test criteria for numerous harmful chemicals. o. STeP by OEKO-TEX® - STeP assesses against criteria for sustainable, environmenta lly and socially responsible textile and apparel production and logistic sites, addressing the reduction of hazards and risks throughout the production chain, with the goal of improving factory resource efficiency.
p. UL Ecologo - The UL Environment ECOLOGO program certifies products, services and packaging for reduced environmental impact. ECOLOGO Certifications are voluntary, multi-attribute, lifecycle based environmental certifications that meet the ISO 14024 standards for eco-labeling.16
q. WaterSense® - WaterSense is a U.S. Environmental Protection Agency program designed to encourage water efficiency in the United States through the use of a special label on consumer products.
10. Approval procedure updates and changes
Changes to this document must be approved by the UC Procurement Leadership Council (PLC) on the recommendation of the Sustainable Procurement Working Group.
11. Change Log
Approval
Date
Summary of
Changes
Approved by Product Categories
Impacted
Start Date for Reporting
on New or Updated
Categories
8/10/18 Implementation
of UC Sustainable
Procurement
Guidelines
UC Procurement
Leadership
Council
Electronics, Cleaning
Supplies, Copy Paper,
Paper Office Supplies
(other than copy paper),
Non-paper Office
Supplies, Toner, Indoor
Furniture, Compostable
Food Service Ware, Water
Appliances/Fixtures
7/1/2018
15 http://www.calrecycle.ca.gov/paper/chlorinefree/default.htm 16 Definition taken from STARS Technical Manual Version 2.1, Administrative Update Three, July 2017
Appendix I - The “Dollar not Spent” and Green Spend
As with waste, the hierarchy of environmentally sustainable spend starts with reduce and reuse. As such, in the assessment of Green Spend, the “dollar not spent” can be included in Green spend calculations. This concept is addressed in the following section. Please note that calculating the “Dollar not Spent” for an individual campus is optional and not required as part of a sites annual Green Spend reporting (outlined in section 4. Green Spend above).
How to calculate the dollar not spent:
Items that are not purchased due to education and reduction activities and/or items that are reused on campus may be added to the Green Spend calculation at a location’s discretion. The process for adding these to the Green Spend calculation is as follows:
Green Spend purchase per category + approximate market value of goods not purchased x 100 Addressable spend per category + approximate market value of goods not purchased
To determine the approximate value of goods not purchased, locations should use an appropriate combination of the below methodologies:
Method 1: Reuse (for example, goods reused from surplus operations) STEP 1. Determine the current market value of the goods were they to be purchased new.
STEP 2. Sum the product cost (quantity of goods x current market value of goods).
STEP 3. Include the current market value of goods in the numerator and denominator of the Green Spend calculation.
Where:
Current market value of goods is to be determined as the average purchase price of the equivalent good available on system wide contracts (or an average market value of equivalents if no system wide contract exists).
Method 1 Example: 4 desks and 3 desk chairs re-used on campus in surplus operations.
STEP 1: Determine the average cost for the 4 desks and 3 desk chairs from relevant system wide contracts (e.g. average cost of desk is $2000 each, average cost of chair is $1,500 each).
STEP 2. Sum the product cost of the items (4 x $2,000) + (3 x $1,500) = $12,500 STEP 3. Include the market value of the goods in the numerator and denominator for the calculation for green spend;
Green Spend purchase per category + $12,500 x 100
Addressable spend per category + $12,500
Method 2: Normalized Reduction in Purchase of Commodity Goods Where:
Product use (goods purchased) is a function of the number of staff/users.
STEP 1. Determine the quantity of goods purchased per driver in a baseline year:
Equation:
Baseline quantity of goods consumed
Baseline quantity of driver
For example:
Baseline # reams of copy paper purchased
Baseline # Full Time Equivalent staff
Baseline # gallons of cleaning products purchased
Baseline # square feet of cleaned space
STEP 2. Determine the quantity of goods purchased per driver in the current year using equations as above:
Equation:
Current quantity of goods purchased
Current quantity of driver
For example:
Current # reams of copy paper purchased
Current # Full Time Equivalent staff
Current # gallons of cleaning products purchased
Current # square feet of cleaned space
STEP 3. Determine the total difference in the quantities of goods purchased between the baseline and current years (savings) using the following equation:
Equation:
Current quantity of driver x (Baseline quantity of goods per driver - Current quantity of goods per driver)
Example:
Paper: Current number of FTEs x (Baseline number of reams of copy paper purchased per FTE - Current number of reams of copy paper purchased per FTE)
Cleaning: Current number of sq. ft. cleaned x (Baseline number of gallons of cleaning product purchased per sq. ft. cleaned - Current number of gallons of cleaning product purchased per sq. ft. cleaned)
STEP 4. Determine the value of savings based on the current market value of goods.
STEP 5. Include the current market value of goods in the numerator and denominator of the Green Spend calculation.
Where:
Current market value of goods: is to be determined as the average price of the equivalent good available on system wide contracts (or an average market value of equivalents if no system wide contracts product available).
Note that if the purchase of one commodity is replaced with purchase of a different (but similar) commodity, this should not be considered a reduction.
Method 2 Example (Using copy paper as example good):
STEP 1: Determine the quantity of goods purchased per driver in baseline year Baseline year: 2005/06 FY
Quantity of goods purchased: 500 reams of copy paper/year Driver: 800 Full Time Equivalent staff
Number of reams of copy paper purchased per FTE: 500/800 = .625 reams per FTE STEP 2: Determine the quantity of goods purchased per driver in current year Current year: 2017/18 FY
Quantity of goods purchased: 500 reams of copy paper/year Driver: 1500 Full Time Equivalent staff
Number of reams of copy paper purchased per FTE: 500/1500 = .33 reams per FTE STEP 3: Determine savings per driver between baseline and current year Current # FTEs x (reduction in reams per FTE) = 1500 FTEs x (.625 reams per FTE - .33 reams per FTE)
= 421.5 reams of paper
STEP 4: Determine the average value of the savings/reduction Average value of a ream of paper in UC contract:$5
$5 x 421.5 reams of paper = $2,107.5
STEP 5: Add the value of the reduction to both the numerator and the denominator of the Green Spend equation for the product category
Green Spend purchase per category + $2,107.5 x 100
Addressable spend per category + $2,107.5
Method 3: Replacement of disposables with reusables
If successful methods have been found to identify reuse numbers where disposables were the standard business as usual, the market value of these disposables may be used in Green Spend calculations. An example of this might be the use of reusable to-go containers at dining locations where reusables are “checked out,” so specific numbers of reusables are available.
In these cases, the value of the disposables displaced may be considered Green Spend and added to the numerator and the denominator for the Green Spend calculation. The process for calculating this is as follows:
STEP 1. Determine number of goods displaced.
STEP 2. Determine value of goods displaced per unit.
STEP 3. Calculate total value of goods displaced (number of goods displaced) x (value of goods displaced per unit)
STEP 4. Include the current market value of goods in the numerator and denominator of the Green Spend Calculation.
Method 3 Example:
For this example, a dining operation uses reusable to-go containers and tracks their usage. 500 reusable to-go containers are used in a year.
STEP 1. Determine number of goods displaced
From the example above, 500 to-go containers are displaced STEP 2. Determine value of goods displaced per unit
Alternative compostable to-go containers cost $0.20 each (on system wide or local contract).
STEP 3. Calculate total value of goods displaced
500 compostable to-go containers x $0.20/container = $100 STEP 4: Add the value of the savings/reduction to both the numerator and the denominator of the Green Spend equation for the product category:
Green Spend purchase per category + $100 x 100
Addressable spend per category + $100
Questionnaire Name : Sustainability (Accessibility Questionnaire) Description : ADA Compliance -
Evaluation Type : Technical
Section 1. Devices
Description
Accessibility
Q1. Products should be accessible to people with disabilities and comply with California Building Code 2016 for "forward reach” (11B-308.2) and for “side reach” (11B-308.3); do you convey information about accessibility clearly to buyers, please explain? If not, how do buyers get this information to make an informed purchase decision?
(Response Type : Multi Line Text)
Weight
5%
Mandatory
Yes
Supplier Attachments
Allowed
Evaluation Type
Score
Current Stage Reference:
Attachments :
Q2. Do the devices have speech recognition modules? Please describe. (Response Type : Multi Line Text)
Weight
10%
Mandatory
Yes
Supplier Attachments
Allowed
Evaluation Type
Score
Current Stage Reference:
Attachments :
Q3. Do the devices have braille keypad templates? Please describe. (Response Type : Multi Line Text)
Weight
10%
Mandatory
Yes
Supplier Attachments
Allowed
Evaluation Type
Score
Current Stage Reference:
Attachments :
Q4. Do the devices have tactilely discernable buttons? Please describe. (Response Type : Multi Line Text)
Weight
10%
Mandatory
Yes
Supplier Attachments
Allowed
Evaluation Type
Score
Current Stage Reference:
Attachments :
Q5. Will the accessibility features referenced in questions 2, 3 and 4 be available at no additional cost to UC?
(Response Type : Multi Line Text)
Weight
5%
Mandatory
Yes
Supplier Attachments
Allowed
Evaluation Type
Score
Current Stage Reference:
Attachments :
Q6. Will OCR be available on all scanners at no additional cost to UC? Please describe. (Response Type : Multi Line Text)
Weight
10%
Mandatory
Yes
Supplier Attachments
Allowed
Evaluation Type
Score
Current Stage Reference:
Attachments :
Q7. If a device has scanning functionality, does the device have OCR capabilities? Can the OCR capability be turned on/off by the user? Please describe. (Response Type : Multi Line Text)
Weight
10%
Mandatory
Yes
Supplier Attachments
Allowed
Evaluation Type
Score
Current Stage Reference:
Attachments :
Q8. Can the OCR capability be set as a default by the installer? Please decribe. (Response Type : Multi Line Text)
Weight
5%
Mandatory
Yes
Supplier Attachments
Allowed
Evaluation Type
Score
Current Stage Reference:
Attachments :
Q9. On the devices proposed on this RFP, provide information about the impact of the OCR process on file size or other document properties, emailing, uploading, and other functionality. (Response Type : Multi Line Text)
Weight Mandatory Supplier Attachments Evaluation Type
5% Yes Allowed Score
Current Stage Reference:
Attachments :
Section 2. Services
Description
Accessibility
Q10. On devices with scanning functionality, will the installer or repair person ensure that a one- page instructional flyer is posted at the device that explains why OCR is critical to make PDFs accessible to people with disabilities and instructs the user how to easily turn the OCR capability on/off? Please explain
(Response Type : Single Line Text)
Weight
12%
Mandatory
Yes
Supplier Attachments
Allowed
Evaluation Type
Score
Current Stage Reference:
Attachments :
Q11. Will the OCR software be updated on a regular basis? How often is it updated today? (Response Type : Single Line Text)
Weight
3%
Mandatory
Yes
Supplier Attachments
Allowed
Evaluation Type
Score
Current Stage Reference:
Attachments :
Q12. Do installers inform customers that all floor-standing devices should have sufficient clearance for wheelchair access?
(Response Type : Single Line Text)
Weight
3%
Mandatory
Yes
Supplier Attachments
Allowed
Evaluation Type
Score
Current Stage Reference:
Attachments :
Q13. Are accessibility features for each product identified in the online form/ecatalog? Please describe.
(Response Type : Single Line Text)
Weight
9%
Mandatory
Yes
Supplier Attachments
Allowed
Evaluation Type
Score
Current Stage Reference:
Attachments :
Q14. Are the billing and usage software and reports (e.g., ability to check copy balances, add funds) accessible to people with disabilities per WCAG 2.0 AA? (Response Type : Single Line Text)
Weight
3%
Mandatory
Yes
Supplier Attachments
Allowed
Evaluation Type
Score
Current Stage Reference:
Attachments :
Questionnaire Name : Sustainability (Security Questionnaire) Description : UC Data Security
Evaluation Type : Technical
Q1. Provide a description of MFD products and MFD services offered. (Response Type : Multi Line Text)
Weight
4.75%
Mandatory
Yes
Supplier Attachments
Allowed
Evaluation Type
Score
Current Stage Reference:
Attachments :
Q2. Provide the types of UC data collected by the MFD Supplier via MFD products and services offered (examples: via customer support portals, UC data sent from MFD to SaaS for troubleshooting).
(Response Type : Multi Line Text)
Weight
4.75%
Mandatory
Yes
Supplier Attachments
Allowed
Evaluation Type
Score
Current Stage Reference:
Attachments :
Q3. Provide a current network topology diagram of any Supplier on-premise IT or SaaS offerings supporting products and services offered (if applicable). (Response Type : Multi Line Text)
Weight
4.75%
Mandatory
Yes
Supplier Attachments
Allowed
Evaluation Type
Score
Current Stage Reference:
Attachments :
Q4. Were 3rd party assessments or certifications completed regarding the products or services offered (examples: IEEE 2600; UL 2900 series, SOC2 Type 2 for SaaS)? If so, please provide. (Response Type : Multi Line Text)
Weight
4.75%
Mandatory
Yes
Supplier Attachments
Allowed
Evaluation Type
Score
Current Stage Reference:
Attachments :
Q5. Provide the latest Supplier Information Security Plan or security documentation related to the products or services offered.
(Response Type : Multi Line Text)
Weight
5%
Mandatory
Yes
Supplier Attachments
Allowed
Evaluation Type
Score
Current Stage Reference:
Attachments :
Q6. Provide the latest Supplier Incident Response Plan as related to products or services offered. (Response Type : Multi Line Text)
Weight
4.75%
Mandatory
Yes
Supplier Attachments
Allowed
Evaluation Type
Score
Current Stage Reference:
Attachments :
Q7. Did your company experience any security incidents in the last five years? If so, please describe. (Response Type : Multi Line Text)
Weight
4.75%
Mandatory
Yes
Supplier Attachments
Allowed
Evaluation Type
Score
Current Stage Reference:
Attachments :
Q8. If Supplier has on-premise IT or SaaS that supports products and services offered to UC, provide the last 2 consecutive, credentialed vulnerability scan summaries. (Response Type : Multi Line Text)
Weight
4.75%
Mandatory
Yes
Supplier Attachments
Allowed
Evaluation Type
Score
Current Stage Reference:
Attachments :
Q9. If Supplier has on-premise IT or SaaS that supports products and services offered to UC, provide the latest penetration testing report summary.
(Response Type : Multi Line Text)
Weight
4.75%
Mandatory
Yes
Supplier Attachments
Allowed
Evaluation Type
Score
Current Stage Reference:
Attachments :
Q10. Regarding the supplier’s MFD, describe the ability to update the firmware. (Response Type : Multi Line Text)
Weight
4.75%
Mandatory
Yes
Supplier Attachments
Allowed
Evaluation Type
Score
Current Stage Reference:
Attachments :
Q11. Regarding the supplier’s MFD, describe the ability to disable unneeded services, ports, protocols, and features.
(Response Type : Multi Line Text)
Weight
4.75%
Mandatory
Yes
Supplier Attachments
Allowed
Evaluation Type
Score
Current Stage Reference:
Attachments :
Q12. Regarding the supplier’s MFD, describe the ability to restrict access to the device based on IP and MAC address.
(Response Type : Multi Line Text)
Weight
4.75%
Mandatory
Yes
Supplier Attachments
Allowed
Evaluation Type
Score
Current Stage Reference:
Attachments :
Q13. Regarding the supplier’s MFD, describe the ability to allow setting and changing of the authentication information (e.g., passwords and community strings) for all management services. (Response Type : Multi Line Text)
Weight
4.75%
Mandatory
Yes
Supplier Attachments
Allowed
Evaluation Type
Score
Current Stage Reference:
Attachments :
Q14. Regarding the supplier’s MFD, describe the ability to prevent unauthorized physical access to the hard drive using either a locking mechanism or other physical access control measure. (Response Type : Multi Line Text)
Weight Mandatory Supplier Attachments Evaluation Type
4.75% Yes Allowed Score
Current Stage Reference:
Attachments :
Q15. Regarding the supplier’s MFD, describe the ability to implement authenticated access to management controls, allowing access to authorized administrators based on privilege assignments. (Response Type : Multi Line Text)
Weight
4.75%
Mandatory
Yes
Supplier Attachments
Allowed
Evaluation Type
Score
Current Stage Reference:
Attachments :
Q16. Regarding the supplier’s MFD, describe the ability to enable and configure audit logging (Syslog capability preferred).
(Response Type : Multi Line Text)
Weight
4.75%
Mandatory
Yes
Supplier Attachments
Allowed
Evaluation Type
Score
Current Stage Reference:
Attachments :
Q17. Regarding the supplier’s MFD, describe the ability to use of industry standard encryption algorithms for at rest and in motion services.
(Response Type : Multi Line Text)
Weight
4.75%
Mandatory
Yes
Supplier Attachments
Allowed
Evaluation Type
Score
Current Stage Reference:
Attachments :
Q18. Regarding the supplier’s MFD, describe how cache is cleared. (Response Type : Multi Line Text)
Weight
4.75%
Mandatory
Yes
Supplier Attachments
Allowed
Evaluation Type
Score
Current Stage Reference:
Attachments :
Q19. Regarding the supplier’s MFD, describe how UC information will be protected during maintenance/servicing or when components such as storage devices are replaced. (Response Type : Multi Line Text)
Weight
4.75%
Mandatory
Yes
Supplier Attachments
Allowed
Evaluation Type
Score
Current Stage Reference:
Attachments :
Q20. Regarding the supplier’s MFD, describe Supplier accounts for maintenance/servicing. (Response Type : Multi Line Text)
Weight
4.75%
Mandatory
Yes
Supplier Attachments
Allowed
Evaluation Type
Score
Current Stage Reference:
Attachments :
Q21. All MFD/Laser printers equipped with hard drives must:
isolate any incoming FAX line from all hardware that has network access. MFDs must have no physical or data connection between the Page Memory (or Temporary Data Storage) and the FAX controller.
Provide on/off (switchable) control of read/write access to the device from portable media (e.g., SD cards, USB drives, etc.)
Be able to have their hard drives removed by a vendor technician and surrendered to UC at the end of a lease, cost-per-copy agreement, or at trade-in (or at any time, for any reason, an MFD and/or Laser Printer is removed from UC) at no additional cost to UC.
Please describe each and confirm that the devices meet or exceed these requirements. (Response Type : Single Line Text)
Weight
4.75%
Mandatory
Yes
Supplier Attachments
Allowed
Evaluation Type
Score
Current Stage Reference:
Attachments :
Questionnaire Name : Sustainability Questionnaire
Description : Social, Economic, Environmental
Evaluation Type : Technical
Q1. Please confirm your commitment to comply with Article 25 - Fair Wage/Fair Work of the UC Terms and Conditions which states: If the Services will be performed at one or more UC Locations, do not solely involve furnishing Goods, and are not subject to extramural awards containing sponsor-mandated terms and conditions, Supplier warrants that it is in compliance with applicable federal, state and local working conditions requirements, including but not limited to those set forth in Articles 11, 12 and 14 herein, and that Supplier pays its employees performing the Services no less than the UC Fair Wage. Supplier agrees UC may conduct such UC Fair Wage/Fair Work interim compliance audits as UC reasonably requests, as determined in UC’s sole discretion. Supplier agrees to post UC Fair Wage/FairWork notices, in the form supplied by UC, in public areas (such as break rooms and lunch rooms) frequented by Supplier employees who perform Services. For Services that exceed $100,000 annually and are not subject to prevailing wage requirements, Supplier will, a) at Supplier’s expense, provide an annual independent audit performed by Supplier’s independent auditor or independent internal audit department (http://na.theiia.org/standards- guidance/topics/Pages/Independence-and-Objectivity.aspx) in compliance with UC’s required audit standards and procedures (http://www.ucop.edu/procurement-services/_files/fw-fw-annual-audit- standards-procedures.pdf), concerning Supplier’s compliance with this provision, and b) ensure that in the case of a UC interim audit, its auditor makes available to UC its UC Fair Wage/Fair Work work papers for the most recently audited time period. Supplier agrees to provide UC with a UC Fair Wage/Fair Work certification annually, in a form acceptable to UC, no later than ninety days after each one year anniversary of the agreement’s effective date, for the twelve months immediately preceding the anniversary date.
(Response Type : Drop Down)
Weight
10%
Mandatory
Yes
Supplier Attachments
Not Allowed
Evaluation Type
Score
Current Stage Reference:
Attachments :
Responses Options :
Yes Score : 5
No Score : 1
Q2. Please confirm your company's commitment to comply Article 17. E. Forced Conflict and Indentured Labor of the UC Terms and Conditions which states: Forced, Convict and Indentured Labor. Supplier warrants that no foreign-made Goods furnished to UC pursuant to the Agreement will be produced in whole or in part by forced labor, convict labor, or indentured labor under penal sanction. If UC determines that Supplier knew or should have known that it was breaching this warranty, UC may, in addition to terminating the Agreement, remove Supplier from consideration for UC contracts for a period not to exceed one year. This warranty is in addition to any applicablewarranties in Articles 6 and 11 of the UC Terms and Conditions. (Response Type : Drop Down)
Weight
5%
Mandatory
Yes
Supplier Attachments
Not Allowed
Evaluation Type
Score
Current Stage Reference:
Attachments :
Responses Options :
Yes Score : 5
No Score : 1
Q3. Please confirm your company's commitment to comply with Article 22 - Sustainable Procurement Guidelines of the UC Terms and Conditions which states in part: Supplier will conduct business using environmentally, socially, and economically sustainable products and services (defined as products and services with a lesser or reduced effect on human health and the environment, and which generate benefits to the University as well as to society and the economy, while remaining within the carrying capacity of the environment), to the maximum possible extent consistent with the Agreement, and with the University of California Sustainable Practices Policy (https://policy.ucop.edu/doc/3100155) and the University of California Sustainable Procurement Guidelines: https://www.ucop.edu/procurement-
services/_files/sustainableprocurementguidelines.pdf. A copy of both are attached. (Response Type : Single Answer)
Weight
25%
Mandatory
Yes
Supplier Attachments
Allowed
Evaluation Type
Score
Current Stage Reference:
Attachments :
sustainableprocurementguidelines.pdf
Sustainable Practices Policy.pdf
Responses Options :
Yes Score : 5
No Score : 1
Q4. For each proposed device, Proposer must provide that the device's EPEAT rating (Gold, Siler, Bronze) along with the epeat recorded options score on the specifications Tabs of the Pricing Attachments 1 and 2. Each proposed devide must have achieved a minimum EPEAT Rating of Bronze. Please confirm if all of your proposed products are at minimum EPEAT rating of Bronze. (Response Type : Single Answer)
Weight
0%
Mandatory
Yes
Supplier Attachments
Allowed
Evaluation Type
Acceptable or Unacceptable
Current Stage Reference:
Attachments :
Responses Options :
Yes
No
Q5. Describe the takeback process for toner cartridges and other consumables, including any specifics about disposition and any associated additional costs. If you have no program in place, advise when your company intends to implement and end of life product take back program and the timeline for doing so?
(Response Type : Multi Line Text)
Weight
13.75%
Mandatory
Yes
Supplier Attachments
Allowed
Evaluation Type
Score
Current Stage Reference:
Attachments :
Q6. Describe the process by which the company uses minimal packaging materials and processes by which your company arranges for packaging taken back for resuse? (Response Type : Multi Line Text)
Weight
13.75%
Mandatory
Yes
Supplier Attachments
Allowed
Evaluation Type
Score
Current Stage Reference:
Attachments :
Q7. Describe the process by which devices can be taken back by your company at the end of their useful life for remanufacturing, refurbishing, or recycling of parts. For MFDs and Laser Printers, Supplier must take back devices at the end of their useful life and comply with UC Policy on Institutional information destruction as described in Appendix DS, at no cost, and at UC discretion. (Response Type : Multi Line Text)
Weight
13.75%
Mandatory
Yes
Supplier Attachments
Allowed
Evaluation Type
Score
Current Stage Reference:
Attachments :
Q8. All proposed devices shall able to use recycled content papers up to and including 100% Post Consumer Waste (PCW) paper with high reliability, as long as the paper in use meets standard paper categories (e.g. copy, laser, or multi-purpose paper). Full duplexing using up to and including 100% PCW paper shall be guaranteed by the manufacturer to reliably accomplish 100% duplexing. Recycled paper PCW content cannot be faulted by the vendor’s service personnel for equipment malfunctions.
Should a condition arise in which paper is suspect in underperformance in a significant number of devices using the same paper or same paper batch numbers, further testing may be coordinated by a UC designated official with the awarded vendor to test and determine the appropriate resolution. Please confirm your company's committment to comply.
(Response Type : Single Line Text)
Weight Mandatory Supplier Attachments Evaluation Type
13.75% Yes Allowed Score
Current Stage Reference:
Attachments :
Q9. Please confirm your company's commitment to comply with Article 12 - Equal Opportunity Affimative Action of the UC Terms and Conditions which states:Supplier will abide by the requirements set forth in Executive Orders 11246 and 11375. Where applicable, Supplier will abide by 41 CFR §§ 60-1.4(a), 60-300.5(a) and 60-741.5(a), incorporated by reference with this statement:
“This contractor and subcontractor shall abide by the requirements of 41 CFR §§ 60-1.4(a), 60- 300.5(a) and 60-741.5(a). These regulations prohibit discrimination against qualifiedindividuals based on their status as protected veterans or individuals with disabilities, and prohibit discrimination against allindividuals based on their race, color, religion, sex, sexual orientation, gender identity, or national origin. Moreover, these regulationsrequire that covered prime contractors and subcontractors take affirmative action to employ and advance in employment individualswithout regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status or disability.”With respect to activities occurring in the State of California, Supplier agrees to adhere to the California Fair Employment and HousingAct. Supplier will provide UC on request a breakdown of its labor force by groups as specified by UC, and will discuss with UC its policiesand practices relating to its affirmative action programs. Supplier will not maintain or provide facilities for employees at any establishment under its control that are segregated on a basis prohibited by federal law. Separate or single-user restrooms and necessary dressing or sleeping areas must be provided, however, to ensure privacy. (Response Type : Drop Down)
Weight
5%
Mandatory
Yes
Supplier Attachments
Not Allowed
Evaluation Type
Score
Current Stage Reference:
Attachments :
Responses Options :
Yes Score : 5
No Score : 1
PRICING
1). All quotes include shipping and delivery (All products) and installation (All equipment). (1) Equipment Specifications
Note: lease rates are based on fully configured models, tabs (3) B&W and (4) color, row 99. (2) Accessories Pricing
(3) B&W Pricing
(4) Color Pricing
C). Please note there are dropdown lists available for input in (1) Equipment Specifications for EPEAT Certification. The MSRP columns of (3) B&W and (4) Color provide an actual price or an included option of Required Features.
PREREQUISITES & DEFINITIONS
INSTRUCTIONS
A). The Excel pricing matrix workbook auto-fills several values across multiple sheets to reduce data input errors and redundancy. Proposers should populate the worksheets sequentially begining with:
B) Model numbers, speeds, capacities that are being requested in Column A must be provided in the column(s) preceding MSRP for each model being offered (Tabs 2,3, and 4) .
2). Pricing must utilize the same pricing structure as was used for other devices falling into the same product category. The pricing structure will be dictated by the purchase price determined from the discount from Manufacturer Suggested Retail Price (MSRP) and other specified discounts listed in this RFP. Lease pricing will be dictated by the quoted leasing rates applied to the purchase price. Such additions and deletions must be approved by the UC contract administrator or their designee.
MSRP - Is defined as the product sales price list published in some form by the manufacturer or publisher of a product and available to and recognized by the trade.
Bidders Multifunctional Specs and information; list by device proposed Enter company name in yellow cell (below)
B/W Required Optional Optional B/W Required Optional B/W Required Optional B/W Required Optional B/W Required Model #
Manufacture Date (example 4/08/2014)
Max Monthly Duty Cycle
Recommended Monthly Volume
FCT
Multicopy LTR/LGL/LGR
Standard Paper sources
Standard Paper Capacities
Paper Weights
Max Paper sources
Max Paper Capacity
Max Original Size
Output size Min/Max
Copy Resolution
Sys Memory Std /Max
RADF or DSPF ( specify)
OPTIONAL FINISHER A
# trays
tray capacities
# staple sheets
# staple positions
OPTIONAL FINISHER B
# trays
tray capacities
# staple sheets
# staple positons
FEATURES
Book copy
Booklet mode
Covers
Energy Save
DESKTOP (20 + ppm) CATEGORY 2 (20 -30 ppm) CATEGORY 3 (31 -40 ppm) CATEGORY 4A (41 - 50 ppm) CATEGORY 4
MONOCHROME
Green cells are Required. Fill in your
product specifications in these cells.
Blue cells are optional . Fill in your
product specifications in these cells.
For absolute answer items, indicate with a Y (Yes) or N (No). (ex. Mac OS? = Y) All others please describe.
Erase
Image insert
Image overlay
Image repeat
Image Rotate
Interrupt
Job Build
Job programs
Language
Photo mode
ADDITIONAL INFORMATION
Dimensions HxWxD
Max Power consumption
Dedicated outlet required
Energy Star Compliant
MULTIFUNCTIONAL MODES
Copier
Network Printer
Printer
Fax
Network Fax
PC Fax
Scanner
USB - files supported
OP SYSTEM SUPPORT
Server 2008
Server 2012
Server 2016
Windows 10.0 and higher
Macintosh OSX 10.13 and higher
iOS 11.0 and higher
Android OS 8.0 and higher
Linix, Unix, Citrix , (Other describe)
FAX
Scanner technology
Compression method(s)
Modem Speed
Max TX Resoluton
Grayscale /Halftones
STD/Max Fax memory
Min/Max Original size (W x L )
Max paper print size
Effective scanning gwidth
Correct order output
Batch files
Battery Back up
Confidential RX/TX
Dual lines option
Polling
Relay request
Smoothing
Broadcast groups
Redail
One touch
Speed dial
PRINTER SPECS
PC/Mac compatiblity
Speed in ppm (B&W/Color)
Enhanced resolution
Unenhanced Resolution
Std/Max Printer memory
Processor MHZ
PCL 5e/6; Adobe Postscript 3
SCANNER AND IMAGE MANAGEMENT
Sensor technology type /speed in imp
Max resolution
Twain compatible
Email
Internet fax
FTP
LDAP Support
Supported file formats
Network Accounting
JPEG
PDF, PDF/A, TIFF , others (list)
SCAN -IMAGE SOFTWARE
OCR software
File management software
Image overwrite software
Other features
EPEAT RATINGS
(Select from List level achieved Bronze, Silver or Gold in this row ) Bronze Registration date (example 04/8/2013)
Total Optional Points , example 2/7
4.1 Reduction/elimination of environmentally sensitive materials
4.2 Materials selection
4.3 Design for end of life
4.4 Product longevity cycle extension
4.5 Energy conservation
4.6 End of life management
4.7 Corporate performance
4.8 Packaging
4.9 Consumables
4.10 Indoor air quality
Optional B/W Required Optional Color Required Optional Color Required Optional Color Required Optional Color Required Optional Color Required COLOR
MULTIFUNCTIONAL DEVICES
B (51 -60 ppm) CATEGORY 5 (61 - 90 ppm) DESKTOP (20 + ppm) CATEGORY 2 (20 -30 ppm) CATEGORY 3 (31 -40 ppm) CATEGORY 4A (41 - 50 ppm) CATEGORY 4 Green cells are Required. Fill in your
product specifications in these cells.
Blue cells are opt
product specifica
Optional Color Required Optional
B (51 -60 ppm) CATEGORY 5 (61 - 90 ppm)
tional. Fill in your
ations in these cells.
0 Model #
UC % UC % UC % UC % UC % UC
Net Price Discount Net Price Discount Net Price Discount Net Price Discount Net Price Discount Net Price PRICING:
BASE MFD Engine -$ -$ -$ -$ -$ -$
OPTIONAL FEATURES PRICING
Paper Handling/Feeding
Base/Cabinet -$ -$ -$ -$ -$ -$ Additional Paper drawer (A) ( list capacity) -$ -$ -$ -$ -$ -$ Additional Paper drawer (B) (list capacity) -$ -$ -$ -$ -$ -$ Large Capacity Paper Feed Tray/Cab (A) (list capacity here) -$ -$ -$ -$ -$ -$ Large Capacity Paper Feed Tray/Cab (B) (list capacity here) -$ -$ -$ -$ -$ -$ other ( describe here) -$ -$ -$ -$ -$ -$ other ( describe here) -$ -$ -$ -$ -$ -$ other ( describe here) -$ -$ -$ -$ -$ -$ Print/Scan/Fax
Network Connectivity kit -$ -$ -$ -$ -$ -$ Print Controller -$ -$ -$ -$ -$ -$ Postscript Print Kit -$ -$ -$ -$ -$ -$ Hard Drive -$ -$ -$ -$ -$ -$ Facsimile Walkup -$ -$ -$ -$ -$ -$ Facsimile LAN -$ -$ -$ -$ -$ -$ Scan to Email -$ -$ -$ -$ -$ -$ Scan to Device Folder -$ -$ -$ -$ -$ -$ Scan to Network -$ -$ -$ -$ -$ -$ Color Scanning -$ -$ -$ -$ -$ -$ Scan to USB -$ -$ -$ -$ -$ -$ Print from USB -$ -$ -$ -$ -$ -$ Mobile Printing access -$ -$ -$ -$ -$ -$ other ( describe here) -$ -$ -$ -$ -$ -$ other ( describe here) -$ -$ -$ -$ -$ -$
ADA ACCESSABILITY
Audible interface/voice guidance -$ -$ -$ -$ -$ -$ Extendable, tilt keyboard -$ -$ -$ -$ -$ -$ Braille enablement /labelling -$ -$ -$ -$ -$ -$ Remote operation software kit -$ -$ -$ -$ -$ -$ Remote footswitch -$ -$ -$ -$ -$ -$ Voice Control -$ -$ -$ -$ -$ -$ other ( describe here) -$ -$ -$ -$ -$ -$ other ( describe here) -$ -$ -$ -$ -$ -$
CONNECTIVITY /SECURITY
Hard drive security -$ -$ -$ -$ -$ -$ Network security -$ -$ -$ -$ -$ -$ Secure print -$ -$ -$ -$ -$ -$ Image overwriting (scheduled)
Image overwriting (on demand) -$ -$ -$ -$ -$ -$ Foreign Interface Kit -$ -$ -$ -$ -$ -$
SOFTWARE/WORKFLOW OPTIONS
Advanced Scanning Software 10 licenses -$ -$ -$ -$ -$ -$ MFG's Integrated Print/Copy Accounting -$ -$ -$ -$ -$ -$ MS Sharepoint Connector Server editon -$ -$ -$ -$ -$ -$ Other ECM system connectors Server Edition -$ -$ -$ -$ -$ -$ OCR -$ -$ -$ -$ -$ -$ Integration license to Kofax, OnBase, or other imaging/scanning software -$ -$ -$ -$ -$ -$ others (list on separate sheet in same format) -$ -$ -$ -$ -$ -$ others (list on separate sheet in same format) -$ -$ -$ -$ -$ -$
Description
0 RFP Attachment / Pricing Schedule
MSRP MSRP MSRP MSRP
B/W Required Optional Optional
0 0 0 0
B/W Required
0 B/W Required Optional
MSRP MSRP
DESKTOP (20 + ppm) CATEGORY 2 (20 -30 ppm)
Green cells are Required . Fill in your accessories pricing in these cells.
Blue cells are optional . Fill in your accessories p
FINISHING
Basic Office Finisher or Offset Finisher/Stapler w/o stapling -$ -$ -$ -$ -$ -$ Basic Office Finisher or Offset Finisher/Stapler w/ stapling -$ -$ -$ -$ -$ -$ Three Hole Punch Kit -$ -$ -$ -$ -$ -$ Advanced Finisher(A)- multi-posItion staple, hole punch, fold -$ -$ -$ -$ -$ -$ Advanced Finisher(B)- multi-posItion staple, hole punch, fold, or other -$ -$ -$ -$ -$ -$ Tandem Finisher and Connector Kit -$ -$ -$ -$ -$ -$ Decurl kit -$ -$ -$ -$ -$ -$ other ( describe here) -$ -$ -$ -$ -$ -$ other ( describe here) -$ -$ -$ -$ -$ -$ Service and Supplies (PURCHASES & LEASES)
Option 1: CPC - NO VOLUME ALLOWANCE OR RESTRICTIONS
Cost Per Copy - Monochrome (No volume restrictions) -$ -$ -$ -$ -$ -$ Cost Per Copy - Color (No volume restrictions) -$ -$ -$ -$ -$ -$ Option 2: CPC WITH VOLUME ALLOWANCE
Monthly Minimum Charge -$ -$ -$ -$ -$ -$ Monthly volume Allowance - Monochrome (List vol)
Cost Per Copy - Monochrome overage -$ -$ -$ -$ -$ -$ Monthly volume Allowance - Color (List vol)
Cost Per Copy - Color overage -$ -$ -$ -$ -$ -$
LEASING RATES
LEASE TYPE FMV $1 Buyout FMV $1 Buyout FMV $1 Buyout FMV $1 Buyout FMV $1 Buyout FMV $1 Buyout 60 months
48 months
36 months
PMT/Mo. PMT/Mo. PMT/Mo. PMT/Mo. PMT/Mo.PMT/Mo.
Enter lease rates based on fully
configured models (B&W and
Color pricing tabs, row 99).
Enter CPC rates
based on fully
configured
models in B&W
and Color pricing
tabs (ex. config
has staple finisher,
inc in CPC price).
% UC % UC % UC
Discount Net Price Discount Net Price Discount Net Price -$ -$ -$
-$ -$ -$
-$ -$ -$
-$ -$ -$
-$ -$ -$
-$ -$ -$
-$ -$ -$
-$ -$ -$
-$ -$ -$
-$ -$ -$
-$ -$ -$
-$ -$ -$
-$ -$ -$
-$ -$ -$
-$ -$ -$
-$ -$ -$
-$ -$ -$
-$ -$ -$
-$ -$ -$
-$ -$ -$
-$ -$ -$
-$ -$ -$
-$ -$ -$
-$ -$ -$
-$ -$ -$
-$ -$ -$
-$ -$ -$
-$ -$ -$
-$ -$ -$
-$ -$ -$
-$ -$ -$
-$ -$ -$
-$ -$ -$
-$ -$ -$
-$ -$ -$
-$ -$ -$
-$ -$ -$
-$ -$ -$
-$ -$ -$
-$ -$ -$
-$ -$ -$
-$ -$ -$
-$ -$ -$
-$ -$ -$
-$ -$ -$
MSRP
CATEGORY 4A (41 - 50 ppm)
MONOCHROME
Optional
0 B/W Required Optional
0 CATEGORY 3 (31 -40 ppm)
MSRP
0 MSRP
pricing in these cells.
-$ -$ -$
-$ -$ -$
-$ -$ -$
-$ -$ -$
-$ -$ -$
-$ -$ -$
-$ -$ -$
-$ -$ -$
-$ -$ -$
-$ -$ -$
-$ -$ -$
-$ -$ -$
-$ -$ -$
-$ -$ -$
FMV $1 Buyout FMV $1 Buyout FMV $1 Buyout
PMT/Mo. PMT/Mo. PMT/Mo.
% UC % UC % UC % UC % UC % UC %
Discount Net Price Discount Net Price Discount Net Price Discount Net Price Discount Net Price Discount Net Price Discount -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$
MULTIFUNCTION DEVICES
MSRP MSRP MSRP
0 0
DESKTOP (20 + ppm)
Color Required Optional B/W Required
0 MSRP
CATEGORY 4B (51 -60 ppm) CATEGORY 5 (61 - 90 ppm)
0 0
MSRP
Optional
MSRP
Optional B/W Required
0 MSRP
-$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ FMV $1 Buyout FMV $1 Buyout FMV $1 Buyout FMV $1 Buyout FMV $1 Buyout FMV $1 Buyout FMV PMT/Mo. PMT/Mo. PMT/Mo. PMT/Mo. PMT/Mo. PMT/Mo. PMT
UC % UC % UC % UC %
Net Price Discount Net Price Discount Net Price Discount Net Price Discount -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$
MSRP MSRPMSRP
0 0 0 0
COL
CATEGORY 2 (20 -30 ppm) CATEGORY 3 (31 -40 ppm)
Color Required Optional Color Required Optional
-$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ $1 Buyout FMV $1 Buyout FMV $1 Buyout FMV $1 Buyout
PMT/Mo.T/Mo. PMT/Mo. PMT/Mo.
UC % UC % UC % UC % UC % UC %
Net Price Discount Net Price Discount Net Price Discount Net Price Discount Net Price Discount Net Price Discount -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ MSRP
MSRP MSRP MSRP
Color Required Optional
0 0 0
MSRP MSRP
LOR
CATEGORY 4A (41 - 50 ppm) CATEGORY 4B (51 -60 ppm) CATEGORY 5 (61 - 90 ppm) 0 Color Required Optional Color Required Optional
0 0
Green cells are Required . Fill in your accessories pricing in these cells.
Blue cells are optional. Fill in your accessories pricing in these cells. -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ FMV $1 Buyout FMV $1 Buyout FMV $1 Buyout FMV $1 Buyout FMV $1 Buyout FMV $1 Buyout PMT/Mo. PMT/Mo.PMT/Mo. PMT/Mo. PMT/Mo. PMT/Mo.
0 Coordinate the left category header with the top category header and populate the cells for each PPM grouping.
Model number, speed,
capacities, details
Model number, speed,
capacities, details
Model number, speed,
capacities, details
Model # 0 0 0
PPM Speed 0 MSRP UC Net Price % Discount 0 MSRP UC Net Price % Discount 0 MSRP UC Net Price % Discount BASE MFD Engine -$ -$ 0.00% -$ -$ 0.00% -$ -$ 0.00% REQUIRED FEATURES PRICING ( if included, note in MSRP column) DESKTOP (20 + ppm)
Control panel -$ -$ -$ ADF or RADF -$ -$ -$ Auto Duplex -$ -$ -$ Minimum ( 1) 250 sheet paper drawer (list capacity) -$ -$ -$ 2nd drawer if included (list capacity) -$ -$ -$ Bypass tray -$ -$ -$ Network Connectiivty -$ -$ -$ Print -$ -$ -$ Scan inc. -$ -$ Max original and output page size 8.5 " x 14" -$ -$ -$ System memory minimum 512 MB (list included memory size) -$ -$ -$ CATEGORY 2 (20 -30 ppm) -$ -$ -$ Control panel -$ -$ -$ ADF, RADF or DSPF 50 sheet minimum (list capacity) -$ -$ -$ Auto Duplex -$ -$ -$ Minimum ( 1) 250 sheet paper drawer (list capacity) -$ -$ -$ 2nd drawer min 250 sheets (list capacity) -$ -$ -$ Bypass tray (list capacity) -$ -$ -$ AES, AMS, APS, ATS,AS , Margin Shift -$ -$ -$ Network Connectiivty -$ -$ -$ Print -$ -$ -$ Scan -$ -$ -$ System memory Min 1 GB (list included memory size) -$ -$ -$ Max original and output size 8.5" x 14 " -$ -$ -$ Standard Offset stacker/finisher -$ -$ -$ CATEGORY 3 (31 -40 ppm) -$ -$ -$ Control panel -$ -$ -$ RADF or DSPF 50 sheet minimum (list capacity ) -$ -$ -$ Auto Duplex (1:2/2:2/2:1) -$ -$ -$ Minimum 1,150 sheet paper capacity -$ -$ -$ Minimum ( 2) paper drawers, min 1 adjustable (list cap for each included ) -$ -$ -$ 3rd drawer if included (list capacity) -$ -$ -$ Bypass tray min 50 sheets (list capacity) -$ -$ -$ Max original size and output size 11" x 17" -$ -$ -$ AES, AMS, APS, ATS,AS , Margin Shift -$ -$ -$ Network connectivity -$ -$ -$ Print -$ -$ -$ Scan to email, folder, PC, network -$ -$ -$ System memory Min 1 GB (list included memory size) -$ -$ -$ Hard Drive ( list standard included size ) -$ -$ -$ Internal or external min 30 page staple/finisher, 500 sheet cap ( list capacity) -$ -$ -$ CATEGORY 4A (41 - 50 ppm) -$ -$ -$ Control panel -$ -$ -$ RADF or DSPF 100 sheet minimum. At least 40 ppm (list capacity/speed ) -$ -$ -$ Auto Duplex (1:2/2:2/2:1) -$ -$ -$ Miniimum 1,500 sheet capacity , including minimum three drawers (list cap) -$ -$ -$ DESKTOP (20 + ppm)
Purchase Purchase Purchase
B&W - Configured System Price Sheet
B/W Required Optional Optional
Green cells are Required configurations. Fill in
Blue cells are optional configurations. Fill in your product pricing in these cells.
Required features vary by
PPM category.
Minimum ( 2) drawers adjustable for legal, ledger -$ -$ -$ 4th paper drawer , if included (list capacity) -$ -$ -$ Stackable Bypass tray min 50 sheets (list capacity) -$ -$ -$ Original and output size to at least 11" x 17" -$ -$ -$ AES, AMS, APS, ATS,AS , Margin Shift -$ -$ -$ Network connectivity -$ -$ -$ Print and Secure Print -$ -$ -$ Scan to email. PC, Folder -$ -$ -$ System memory Minimum 1 GB (list memory size included) -$ -$ -$ Hard Drive Minimum 150 GB (list hard drive size included) -$ -$ -$ Standard staple stacker/finisher, 50 page min, (list capacity) -$ -$ -$ CATEGORY 4B (51 -60 ppm) -$ -$ -$ Control panel -$ -$ -$ RADF or DSPF 100 sheet minimum (list capacity ) -$ -$ -$ Auto Duplex (1:2/2:2/2:1) -$ -$ -$ Miniimum 1,750 sheet capacity , including minimum three drawers (list cap) -$ -$ -$ Minimum ( 2) drawers adjustable for legal, ledger -$ -$ -$ 4th paper drawer , if included (list capacity) -$ -$ -$ Stackable Bypass tray min 50 sheets (list capacity) -$ -$ -$ Original and output size to at least 11" x 17" -$ -$ -$ AES, AMS, APS, ATS,AS , Auto Color, Margin Shift -$ -$ -$ Network connectivity -$ -$ -$ Print and Secure Print -$ -$ -$ Scan to email. PC, Folder -$ -$ -$ System memory Minimum 1 GB (List included memory size) -$ -$ -$ Hard Drive Minimum 150 GB ( list included Hard drive size) -$ -$ -$ Min 50 Sheet stapling finisher (list capacity) -$ -$ -$ CATEGORY 5 (61 - 90 ppm) -$ -$ -$ Control panel -$ -$ -$ RADF or DSPF at least 60 ppm, 150 sheet minimum (list capacity ) -$ -$ -$ Auto Duplex -$ -$ -$ Miniimum 3,500 sheet capacity , including minimum three drawers (list cap) -$ -$ -$ Minimum ( 2) drawers adjustable for legal, ledger -$ -$ -$ Large Capacity drawer , if included (list capacity) -$ -$ -$ Stackable bypass tray (list capacity) -$ -$ -$ Original and output size to at least 11" x 17" -$ -$ -$ AES, AMS, APS, ATS,AS , Margin Shift -$ -$ -$ Network Connectivity -$ -$ -$ Print and Secure Print -$ -$ -$ Scan to email. PC, Folder -$ -$ -$ System memory Minimum 1 GB -$ -$ -$ Hard Drive Minimum 150 GB -$ -$ -$ Min 50 Sheet stapling finisher, capacity 500 sheets (list capacity) -$ -$ -$ Configured Price -$ -$ #DIV/0! -$ -$ #DIV/0! -$ -$ #DIV/0!
LEASING RATES
LEASE TYPE FMV $1 Buyout Purchase FMV $1 Buyout Purchase FMV $1 Buyout Purchase 60 months -$ -$ -$ -$ -$ -$ 48 months -$ -$ -$ -$ -$ -$ 36 months -$ -$ -$ -$ -$ -$
RESIDUAL VALUES
Purchase (5-Yr. Trade-In)
60 months
48 months
36 months
Service and Supplies (PURCHASES & LEASES)
CPC - NO VOLUME ALLOWANCE OR RESTRICTIONS
Cost Per Copy - Monochrome (No volume restrictions) -$ -$ 0.00% -$ -$ 0.00% -$ -$ 0.00% Cost Per Copy - Color (No volume restrictions) -$ -$ 0.00% -$ -$ 0.00% -$ -$ 0.00%
CPC - WITH VOLUME ALLOWANCE
Monthly Minimum Charge -$ -$ 0.00% -$ -$ 0.00% -$ -$ 0.00% Monthly volume Allowance - Monochrome (List vol) - - - Cost Per Copy - Monochrome overage -$ -$ 0.00% -$ -$ 0.00% -$ -$ 0.00% Monthly volume Allowance - Color (List vol) - - - Cost Per Copy - Color overage -$ -$ 0.00% -$ -$ 0.00% -$ -$ 0.00% Sample monthly Monochrome volume (for UC TCO's calculations only) 600 600 600 Sample monthly Color volume (for UC TCO's calculations only) NA NA NA PMT/Mo. PMT/Mo. PMT/Mo.
Model number, speed,
capacities, details
Model number, speed,
capacities, details
Model number, speed,
capacities, details
Model number, speed,
capacities, details
0 0 0 0
0 MSRP UC Net Price % Discount 0 MSRP UC Net Price % Discount 0 MSRP UC Net Price % Discount 0 MSRP UC Net Price -$ -$ 0.00% -$ -$ 0.00% -$ -$ 0.00% -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 0 $ - -$ -$ 0 $ - -$ -$ 0 $ - -$ -$ 0 $ - -$ -$ 0 $ - -$ -$ 0 $ - -$ -$ 0 $ - -$ -$ 0 $ - -$ -$ 0 $ - -$ -$ 0 $ - -$ -$ 0 $ - -$ -$ 0 $ - -$ -$ 0 $ - -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$
MONOCHROME
MULTIFUNCTION DEVICES
CATEGORY 2 (20 -30 ppm) CATEGORY 3 (31 -40 ppm)
Purchase Purchase Purchase Purchase
Optional B/W Required B/W Required Optional
-$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ #DIV/0! -$ -$ #DIV/0! -$ -$ #DIV/0! -$ -$ FMV $1 Buyout Purchase FMV $1 Buyout Purchase FMV $1 Buyout Purchase FMV $1 Buyout -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 0.00% -$ -$ 0.00% -$ -$ 0.00% -$ -$ -$ -$ 0.00% -$ -$ 0.00% -$ -$ 0.00% -$ -$ -$ -$ 0.00% -$ -$ 0.00% -$ -$ 0.00% -$ -$ - - - - -$ -$ 0.00% -$ -$ 0.00% -$ -$ 0.00% -$ -$ - - - - -$ -$ 0.00% -$ -$ 0.00% -$ -$ 0.00% -$ -$ 700 700 1,900 1,900
NA NA NA NA
PMT/Mo. PMT/Mo. PMT/Mo. PMT/Mo.
Model number, speed,
capacities, details
Model number, speed,
capacities, details
Model number, speed,
capacities, details
Model number, speed,
capacities, details
0 0 0 0
% Discount 0 MSRP UC Net Price % Discount 0 MSRP UC Net Price % Discount 0 MSRP UC Net Price % Discount 0 MSRP
0.00% -$ -$ 0.00% -$ -$ 0.00% -$ -$ 0.00% -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - -$ -$ -$ $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$
CATEGORY 4A (41 - 50 ppm) CATEGORY 4B (51 -60 ppm)
PurchasePurchase Purchase
B/W Required Optional B/W Required
Green cells are Required configurations. Fill in your product pricing in these cells.
Blue cells are optional configurations. Fill in your product pricing in these cells. -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ #DIV/0! -$ -$ #DIV/0! -$ -$ #DIV/0! -$ -$ #DIV/0! -$ Purchase FMV $1 Buyout Purchase FMV $1 Buyout Purchase FMV $1 Buyout Purchase FMV -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$
0.00% -$ -$ 0.00% -$ -$ 0.00% -$ -$ 0.00% -$
0.00% -$ -$ 0.00% -$ -$ 0.00% -$ -$ 0.00% -$
0.00% -$ -$ 0.00% -$ -$ 0.00% -$ -$ 0.00% -$ - - - -
0.00% -$ -$ 0.00% -$ -$ 0.00% -$ -$ 0.00% -$ - - - -
0.00% -$ -$ 0.00% -$ -$ 0.00% -$ -$ 0.00% -$ 2,400 2,400 9,400
NA NA NA
PMT/Mo. PMT/Mo. PMT/Mo. PMT
Model number, speed,
capacities, details
Model number, speed,
capacities, details
0 0
UC Net Price % Discount 0 MSRP UC Net Price % Discount 0 MSRP UC Net Price % Discount -$ 0.00% -$ -$ 0.00% -$ -$ 0.00% -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$
-$ $ - $ - -$ $ - $ - -$ $ - $ - -$ $ - $ - -$ $ - $ - -$ $ - $ - -$ $ - $ - -$ $ - $ - -$ $ - $ - -$ $ - $ - -$ $ - $ - -$ $ - $ - -$ $ - $ - -$ -$
-$ $ - $ - -$ $ - $ - -$ $ - $ - -$ $ - $ - -$ $ - $ - -$ $ - $ - -$ $ - $ - -$ $ - $ - -$ $ - $ - -$ $ - $ - -$ $ - $ - -$ $ - $ - -$ $ - $ - -$ $ - $ - -$ $ - $ - -$ -$
-$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$
CATEGORY 5 (61 - 90 ppm)
PurchasePurchase Purchase
Optional Optional B/W Required
-$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$
-$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$
-$ -$
-$ -$
-$ -$
-$ -$
-$ -$
-$ -$
-$ -$
-$ -$
-$ -$
-$ -$
-$ -$
-$ -$
-$ -$
-$ -$
-$ -$
-$ #DIV/0! -$ -$ #DIV/0! -$ -$ #DIV/0! $1 Buyout Purchase FMV $1 Buyout Purchase FMV $1 Buyout Purchase -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 0.00% -$ -$ 0.00% -$ -$ 0.00% -$ 0.00% -$ -$ 0.00% -$ -$ 0.00% -$ 0.00% -$ -$ 0.00% -$ -$ 0.00% - -
-$ 0.00% -$ -$ 0.00% -$ -$ 0.00% - -
-$ 0.00% -$ -$ 0.00% -$ -$ 0.00% 9,400 10,000 10,000
NA NA NA
PMT/Mo.T/Mo. PMT/Mo.
0 Coordinate the left category header with the top category header and populate the cells for each PPM grouping.
Model number, speed,
capacities, details
Model number, speed,
capacities, details
Model number, speed,
capacities, details
Model # 0 0 0
PPM Speed 0 MSRP UC Net Price % Discount 0 MSRP UC Net Price % Discount 0 BASE MFD Engine -$ -$ 0.00% -$ -$ -$ REQUIRED FEATURES PRICING ( if included, select dropdown in MSRP column) DESKTOP (20 + ppm)
Control panel -$ -$ ADF or RADF -$ -$ Auto Duplex -$ -$ Minimum ( 1) 250 sheet paper drawer (list capacity) -$ -$ 2nd drawer if included (list capacity) -$ -$ Bypass tray -$ -$ Network Connectiivty -$ -$ Print -$ -$
Scan -$ -$
Max original and output page size 8.5 " x 14" -$ -$ System memory minimum 512 MB (list included memory size) -$ -$ CATEGORY 2 (20 -30 ppm)
Control panel -$ -$ ADF, RADF or DSPF 50 sheet minimum (list capacity) -$ -$ Auto Duplex -$ -$ Minimum ( 1) 250 sheet paper drawer (list capacity) -$ -$ 2nd drawer min 250 sheets (list capacity) -$ -$ Bypass tray (list capacity) -$ -$ Network Connectiivty -$ -$ Print -$ -$
Scan -$ -$
Max original and output size 8.5" x 14 " -$ -$ System memory Min 1 GB (list included memory size) -$ -$ AES, AMS, APS, ATS,AS , Margin Shift -$ -$ Standard Offset stacker/finisher -$ -$ CATEGORY 3 (31 -40 ppm)
Control panel -$ -$ RADF or DSPF 50 sheet minimum (list capacity ) -$ -$ Auto Duplex (1:2/2:2/2:1) -$ -$ Minimum 1,150 sheet paper capacity -$ -$ Minimum ( 2) paper drawers, min 1 adjustable (list cap for each included ) -$ -$ Bypass tray min 50 sheets (list capacity) -$ -$ 3rd drawer if included (list capacity) -$ -$ Network connectivity -$ -$ Print -$ -$
Scan to email, folder, PC, network -$ -$ Original and output size to at least 11" x 17" -$ -$ System memory Min 1 GB (list included memory size) -$ -$ AES, AMS, APS, ATS,AS , Margin Shift , Auto Color Detection -$ -$ Hard Drive ( list size if included) -$ -$ Standard staple stacker/finisher, 30 page min, (list capacity) -$ -$ CATEGORY 4A (41 - 50 ppm)
Control panel -$ -$ RADF or DSPF 100 sheet minimum (list capacity ) -$ -$ Auto Duplex (1:2/2:2/2:1) -$ -$ COLOR - Configured System Price Sheet
Color Required Optional
Purchase Purchase
DESKTOP (20 + ppm)
Green cells are Required configurations. Fill in your product pricing in these cells.
Blue cells are optional configurations. Fill in yo
Required features vary by PPM
category.
Minimum 1,750 sheet capacity , including minimum three drawers (list cap) -$ -$ Minimum ( 2) drawers adjustable for legal, ledger -$ -$ Stackable Bypass tray min 50 sheets (list capacity) -$ -$ 4th paper drawer , if included (list capacity) -$ -$ Network connectivity -$ -$ Print and Secure Print -$ -$ Scan to email. PC, Folder -$ -$ Original and output size to at least 11" x 17" -$ -$ System memory Minimum 1 GB (List included memory size) -$ -$ AES, AMS, APS, ATS,AS , Margin Shift , Auto Color detection -$ -$ Hard Drive Minimum 150 GB ( list included Hard drive size) -$ -$ Standard staple stacker/finisher, 50 page min, (list capacity) -$ -$ CATEGORY 4B (51 -60 ppm)
Control panel -$ -$ RADF or DSPF 100 sheet minimum (list capacity ) -$ -$ Auto Duplex (1:2/2:2/2:1) -$ -$ Miniimum 1,500 sheet capacity , including minimum three drawers (list cap) -$ -$ Minimum ( 2) drawers adjustable for legal, ledger -$ -$ Stackable Bypass tray min 50 sheets (list capacity) -$ -$ 4th paper drawer , if included (list capacity) -$ -$ Network connectivity -$ -$ Print and Secure Print -$ -$ Scan to email. PC, Folder -$ -$ Original and output size to at least 11" x 17" -$ -$ System memory Minimum 1 GB (List included memory size) -$ -$ AES, AMS, APS, ATS,AS , Auto Color, Margin Shift -$ -$ Hard Drive Minimum 150 GB ( list included Hard drive size) -$ -$ Min 50 Sheet stapling finisher (list capacity) -$ -$ CATEGORY 5 (61 - 90 ppm)
Control panel -$ -$ RADF or DSPF at least 60 ppm, 150 sheet minimum (list capacity ) -$ -$ Auto Duplex -$ -$ Miniimum 3,500 sheet capacity , including minimum three drawers (list cap) -$ -$ Minimum ( 2) drawers adjustable for legal, ledger -$ -$ Stackable bypass tray (list capacity) -$ -$ Large Capacity drawer , if included (list capacity) -$ -$ Network Connectivity -$ -$ Print and Secure Print -$ -$ Scan to email. PC, Folder -$ -$ Original and output size to at least 11" x 17" -$ -$ System memory Minimum 1 GB -$ -$ AES, AMS, APS, ATS,AS , Margin Shift -$ -$ Hard Drive Minimum 150 GB -$ -$ Min 50 Sheet stapling finisher, capacity 500 sheets (list capacity) -$ -$ Configured Price -$ -$ #DIV/0! -$ -$ #DIV/0!
LEASING RATES
LEASE TYPE FMV $1 Buyout Purchase FMV $1 Buyout Purchase 60 months -$ -$ -$ -$ 48 months -$ -$ -$ -$ 36 months -$ -$ -$ -$
RESIDUAL VALUES
Purchase (5-Yr. Trade-In)
60 months
48 months
36 months
Service and Supplies (PURCHASES & LEASES)
PMT/Mo. PMT/Mo.
CPC - NO VOLUME ALLOWANCE OR RESTRICTIONS
Cost Per Copy - Monochrome (No volume restrictions) -$ -$ 0.00% -$ -$ 0.00% Cost Per Copy - Color (No volume restrictions) -$ -$ 0.00% -$ -$ 0.00%
CPC - WITH VOLUME ALLOWANCE
Monthly Minimum Charge -$ -$ 0.00% -$ -$ 0.00% Monthly volume Allowance - Monochrome (List vol) - - Cost Per Copy - Monochrome overage -$ -$ 0.00% -$ -$ 0.00% Monthly volume Allowance - Color (List vol) - - Cost Per Copy - Color overage -$ -$ 0.00% -$ -$ 0.00% Sample monthly Monochrome volume (for UC TCO's calculations only) 700 700 Sample monthly Color volume (for UC TCO's calculations only) 300 300 Model number, speed,
capacities, details
Model number, speed,
capacities, details
Model number, speed,
capacities, details
0 0 0
MSRP UC Net Price % Discount 0 MSRP UC Net Price % Discount 0 MSRP UC Net Price % Discount 0 -$ -$ 0.00% -$ -$ 0.00% -$ -$ 0.00% -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$
CATEGORY 2 (20 -30 ppm) CATEGORY 3 (31 -40 ppm)
Color Required Optional Color Required
Purchase Purchase Purchase
our product pricing in these cells.
-$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ #DIV/0! -$ -$ #DIV/0! -$ -$ #DIV/0! FMV $1 Buyout Purchase FMV $1 Buyout Purchase FMV $1 Buyout Purchase -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ PMT/Mo. PMT/Mo.PMT/Mo.
-$ -$ 0.00% -$ -$ 0.00% -$ -$ 0.00% -$ -$ 0.00% -$ -$ 0.00% -$ -$ 0.00% -$ -$ 0.00% -$ -$ 0.00% -$ -$ 0.00% - - - -$ -$ 0.00% -$ -$ 0.00% -$ -$ 0.00% - - - -$ -$ 0.00% -$ -$ 0.00% -$ -$ 0.00% 3,600 3,600 4,000
2,000 2,000 2,600
Model number, speed,
capacities, details
Model number, speed,
capacities, details
Model number, speed,
capacities, details
0 0 0
MSRP UC Net Price % Discount 0 MSRP UC Net Price % Discount 0 MSRP UC Net Price % Discount 0 -$ -$ 0.00% -$ -$ 0.00% -$ -$ 0.00% -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$
MULTIFUNCTION DEVICES
COLOR
CATEGORY 4A (41 - 50 ppm)
Purchase Purchase Purchase
Optional Color Required Optional
-$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ #DIV/0! -$ -$ #DIV/0! -$ -$ #DIV/0! FMV $1 Buyout Purchase FMV $1 Buyout Purchase FMV $1 Buyout Purchase -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ PMT/Mo. PMT/Mo. PMT/Mo.
-$ -$ 0.00% -$ -$ 0.00% -$ -$ 0.00% -$ -$ 0.00% -$ -$ 0.00% -$ -$ 0.00% -$ -$ 0.00% -$ -$ 0.00% -$ -$ 0.00% - - - -$ -$ 0.00% -$ -$ 0.00% -$ -$ 0.00% - - - -$ -$ 0.00% -$ -$ 0.00% -$ -$ 0.00% 4,000 7,800 7,800
2,600 5,600 5,600
Model number, speed,
capacities, details
Model number, speed,
capacities, details
Model number, speed,
capacities, details
0 0 0
MSRP UC Net Price % Discount 0 MSRP UC Net Price % Discount 0 MSRP UC Net Price % Discount 0 -$ -$ 0.00% -$ -$ 0.00% -$ -$ 0.00% -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$
CATEGORY 5 (61 - 90 ppm)
Color RequiredColor Required Optional
CATEGORY 4B (51 -60 ppm)
Purchase Purchase Purchase
-$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ #DIV/0! -$ -$ #DIV/0! -$ -$ #DIV/0! FMV $1 Buyout Purchase FMV $1 Buyout Purchase FMV $1 Buyout Purchase -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ PMT/Mo. PMT/Mo. PMT/Mo.
-$ -$ 0.00% -$ -$ 0.00% -$ -$ 0.00% -$ -$ 0.00% -$ -$ 0.00% -$ -$ 0.00% -$ -$ 0.00% -$ -$ 0.00% -$ -$ 0.00% - - - -$ -$ 0.00% -$ -$ 0.00% -$ -$ 0.00% - - - -$ -$ 0.00% -$ -$ 0.00% -$ -$ 0.00% 11,000 11,000 12,000
10,000 10,000 11,000
MSRP UC Net Price % Discount
-$ -$ 0.00% -$
-$
-$
-$
-$
-$
-$
-$
-$
-$
-$
-$
-$
-$
-$
-$
-$
-$
-$
-$
-$
-$
-$
-$
-$
-$
-$
-$
-$
-$
-$
-$
-$
-$
-$
-$
-$
-$
-$
-$
-$
-$
Optional
Purchase
-$
-$
-$
-$
-$
-$
-$
-$
-$
-$
-$
-$
-$
-$
-$
-$
-$
-$
-$
-$
-$
-$
-$
-$
-$
-$
-$
-$
-$
-$
-$
-$
-$
-$
-$
-$
-$
-$
-$
-$
-$
-$
-$ -$ #DIV/0! FMV $1 Buyout Purchase
-$ -$
-$ -$
-$ -$
PMT/Mo.
-$ -$ 0.00% -$ -$ 0.00% -$ -$ 0.00% -
-$ -$ 0.00% -
-$ -$ 0.00% 12,000
11,000
PRICING
1). All quotes include shipping and delivery (All products) and installation (All equipment). (1) Equipment Specifications
(2) Accessories Pricing
(3) B&W Pricing
(4) Color Pricing
C). Please note there are dropdown lists available for input in (1) Equipment Specifications for EPEAT Certification. The MSRP columns of (3) B&W and (4) Color provide an actual price or an included option of Required Features.
PREREQUISITES & DEFINITIONS
INSTRUCTIONS
A). The Excel pricing matrix workbook auto-fills several values across multiple sheets to reduce data input errors and redundancy. Proposers should populate the worksheets sequentially begining with:
B). Model numbers, speeds, capacities that are being requested in Column A must be provided in the column(s) preceding MSRP for each model being offered (Tabs 2,3, and 4) .
2). Pricing must utilize the same pricing structure as was used for other devices falling into the same product category. The pricing structure will be dictated by the purchase price determined from the discount from Manufacturer Suggested Retail Price (MSRP) and other specified discounts listed in this RFP. Such additions and deletions must be approved by the UC contract administrator or their designee.
MSRP - Is defined as the product sales price list published in some form by the manufacturer or publisher of a product and available to and recognized by the trade.
Bidders Laser Printer Specs and information, list by device proposed Enter company name in yellow cell (below)
Required - B/W option 1 B/W option 2 Required - B/W option 1 B/W option 2 Required - B/W option 1 Model #
Domestic Intro Date
Rated Engine Life
Monthly Duty Cycle
Recommended Monthly Volume
GENERAL SPECIFICATIONS
Controller (Mfr/Model)
Processor/Bits/MHz
Memory Installed
Memory Maximum
Hard-Disk Drive
PDLs/Emulations
First-Page-Out Time (Mono/Color)
INTERFACE/CONNECTIVITY
Windows OS Supported
Mac OS Supported
Other OS Supported
Standard Interfaces
Optional Interfaces
Network Support
Printer Mgmt Software
SPEED AND RESOLUTION
Speed Mono/Color (Pages/Min)
Unenhanced Resolution (HxV)
Enhanced Resolution (HxV)
PAPER HANDLING
Std/Max Paper Source(s)
Std/Max Paper Capacity
MONOCHROME
LOW (25 -40 ppm) MEDIUM (41 -55 ppm) HIGH (56-
Green cells are Required. Fill in your product
specifications in these cells.
For absolute answer items, indicate with a Y (Yes) or N (No). (ex.
Mac OS Supported? = Y) All others please describe.
Min Paper Size (WxL)
Min Print Area (WxL)
Max Paper Size (WxL)
Max Print Area (WxL)
Paper Weights
Std Output Tray Capacity
Automatic Duplexing
FEATURES
Resident Fonts
IPP (Web) Support
Collation
ADDITIONAL INFORMATION
Energy Star Compliance
Power Req's (V/Hz/Amps)
Warranty
Weight (Base Unit)
Dimensions (HxWxD)
CONSUMABLES INCLUDED
OTHER FEATURES
EPEAT RATINGS
(Select from List level achieved Bronze, Silver or Gold in this row ) Registration date , example 04/08/2019
Total Optional Points , example 2/7
4.1 Reduction/elimination of environmentally sensitive materials
4.2 Materials selection
4.3 Design for end of life
4.4 Product longevity cycle extension
4.5 Energy conservation
4.6 End of life management
4.7 Corporate performance
4.8 Packaging
4.9 Consumables
4.10 Indoor air quality
B/W option 2 Required - Color option 1 Color option 2 Required - Color option 1 Color option 2 Required - Color option 1 Color option 2
LASER PRINTERS
COLOR
LOW (10 -20 ppm) MEDIUM (21 -35 ppm) HIGH (36-50 ppm) -70 ppm) Blue cells are optional. Fill in your product
specifications in these cells.
0 Model #
UC % UC % UC % UC % UC % UC %
Net Price Discount Net Price Discount Net Price Discount Net Price Discount Net Price Discount Net Price Discount PRICING:
BASE PRINTER Engine -$ -$ -$ -$ -$ -$ OPTIONAL FEATURES PRICING ( if included, note in UC Net column) Paper Handling /Feeding -$ -$ -$ -$ -$ -$ Base/Cabinet -$ -$ -$ -$ -$ -$ Additional Paper drawer (A) ( list capacity) -$ -$ -$ -$ -$ -$ Additional Paper drawer (B) (list capacity) -$ -$ -$ -$ -$ -$ Large Capacity Paper Feed Tray/Cab (A) (list capacity here) -$ -$ -$ -$ -$ -$ Large Capacity Paper Feed Tray/Cab (B) (list capacity here) -$ -$ -$ -$ -$ -$ other ( describe here) -$ -$ -$ -$ -$ -$ other ( describe here) -$ -$ -$ -$ -$ -$ other ( describe here) -$ -$ -$ -$ -$ -$ other ( describe here) -$ -$ -$ -$ -$ -$
OTHER ACCESSORIES & SOFTWARE
Print from USB -$ -$ -$ -$ -$ -$ Mobile Printing access -$ -$ -$ -$ -$ -$ other ( describe here) -$ -$ -$ -$ -$ -$ other ( describe here) -$ -$ -$ -$ -$ -$ other ( describe here) -$ -$ -$ -$ -$ -$ other ( describe here) -$ -$ -$ -$ -$ -$ other ( describe here) -$ -$ -$ -$ -$ -$ other ( describe here) -$ -$ -$ -$ -$ -$ other ( describe here) -$ -$ -$ -$ -$ -$
ADA ACCESSABILITY
Audible interface/voice guidance -$ -$ -$ -$ -$ -$ Extendable, and /or tilt keyboard -$ -$ -$ -$ -$ -$ Braille enablement /labelling -$ -$ -$ -$ -$ -$ Remote operation software kit -$ -$ -$ -$ -$ -$ Remote footswitch -$ -$ -$ -$ -$ -$ Voice Control -$ -$ -$ -$ -$ other ( describe here) -$ -$ -$ -$ -$ -$ other ( describe here) -$ -$ -$ -$ -$ -$
CONNECTIVITY/SECURITY
Hard drive security -$ -$ -$ -$ -$ -$ Network security -$ -$ -$ -$ -$ -$ Secure print -$ -$ -$ -$ -$ -$ Image overwriting -$ -$ -$ -$ -$ -$ Foreign Interface Kit -$ -$ -$ -$ -$ -$ EXTENDED WARRANTY (Following Included Year 1)
Year 2 -$ -$ -$ -$ -$ -$ Year 3 -$ -$ -$ -$ -$ -$
MSRP MSRP MSRP MSRP MSRP MSRP
RFP Attachment / Pricing Schedule - PURCHASE OPTION
MONOCHROME
CATEGORY 1 LOW VOLUME (25 - 40 PPM)
Required - B/W option 1 B/W option 2 Required - B/W option 1 B/W option 2 Required - B/W option 1 0 0 0
CATEGORY 2 MID VOLUME (41 -55 PPM) CATEGORY 3 HIGH VOLUME (56 - 70 ppm) B/W option 2
00 0
Description
Green cells are Required. Fill in your
accessoripricing in these cells.
Blue cells are optional. Fill in your
accessories pricing these cells.
Year 4 -$ -$ -$ -$ -$ -$
CONSUMABLES
Black toner standard cartridge ( Qty 1 - STD. must be included with printer) -$ -$ -$ -$ -$ -$ Black toner large capacity cartridge -$ -$ -$ -$ -$ -$ Drum/imaging unit -$ -$ -$ -$ -$ -$ Fuser Unit -$ -$ -$ -$ -$ -$ Other consumables (describe here) -$ -$ -$ -$ -$ -$ Other consumables (describe here) -$ -$ -$ -$ -$ -$ Other consumables (describe here) -$ -$ -$ -$ -$ -$ Other consumables (describe here) -$ -$ -$ -$ -$ -$
SERVICE/MAINTENANCE
Full service maintenance agreement FSMA ( annual) -$ -$ -$ -$ -$ -$ Time and material hourly rate -$ -$ -$ -$ -$ -$ Time and material occurrence rate -$ -$ -$ -$ -$ -$ List yields according to ISO/IEC 19752 monochrome standard Black toner standard cartridge
Black toner large capacity cartridge
Drum/imaging unit
Fuser Unit
Other consumables (describe here)
Other consumables (describe here)
Other consumables (describe here)
Other consumables (describe here)
Yield @ 5% Yield @ 5% Yield @ 5% Yield @ 5%Yield @ 5% Yield @ 5% 0 Model #
UC % UC % UC % UC %
Net Price Discount Net Price Discount Net Price Discount Net Price Discount PRICING:
BASE PRINTER Engine -$ -$ -$ -$ OPTIONAL FEATURES PRICING ( if included, note in UC Net column) Paper Handling /Feeding -$ -$ -$ -$ Base/Cabinet -$ -$ -$ -$ Additional Paper drawer (A) ( list capacity) -$ -$ -$ -$ Additional Paper drawer (B) (list capacity) -$ -$ -$ -$ Large Capacity Paper Feed Tray/Cab (A) (list capacity here) -$ -$ -$ -$ Large Capacity Paper Feed Tray/Cab (B) (list capacity here) -$ -$ -$ -$ other ( describe here) -$ -$ -$ -$ other ( describe here) -$ -$ -$ -$ other ( describe here) -$ -$ -$ -$ other ( describe here) -$ -$ -$ -$
OTHER ACCESSORIES & SOFTWARE
Print from USB -$ -$ -$ -$ Mobile Printing access -$ -$ -$ -$ other ( describe here) -$ -$ -$ -$ other ( describe here) -$ -$ -$ -$ other ( describe here) -$ -$ -$ -$ other ( describe here) -$ -$ -$ -$ other ( describe here) -$ -$ -$ -$ other ( describe here) -$ -$ -$ -$ other ( describe here) -$ -$ -$ -$
ADA ACCESSABILITY
Audible interface/voice guidance -$ -$ -$ -$ Extendable, and /or tilt keyboard -$ -$ -$ -$ Braille enablement /labelling -$ -$ -$ -$ Remote operation software kit -$ -$ -$ -$ Remote footswitch -$ -$ -$ -$ Voice Control -$ -$ -$ -$ other ( describe here) -$ -$ -$ -$ other ( describe here) -$ -$ -$ -$
CONNECTIVITY/SECURITY
Hard drive security -$ -$ -$ -$ Network security -$ -$ -$ -$ Secure print -$ -$ -$ -$ Image overwriting -$ -$ -$ -$ Foreign Interface Kit -$ -$ -$ -$ EXTENDED WARRANTY (After Included Year 1)
Year 2 -$ -$ -$ -$ Year 3 -$ -$ -$ -$ Description MSRP MSRPMSRP MSRP
LASER PRINTERS
CATEGORY 2 MID VOLUME (21 -35 PPM)
Color Option 2 Required - Color Option 1 Color Option 2 COLOR
CATEGORY 1 LOW VOLUME (10 - 20 PPM)
Required - Color Option 1
0 0 0 0
Year 4 -$ -$ -$ -$
CONSUMABLES
Black toner standard cartridge ( Qty 1 - must be included with printer) -$ -$ -$ -$ Black toner large capacity cartridge -$ -$ -$ -$ Cyan standard cartridge -$ -$ -$ -$ Magenta standard cartridge -$ -$ -$ -$ Yellow standard cartridge -$ -$ -$ -$ Drum/imaging unit -$ -$ -$ -$ Fuser Unit -$ -$ -$ -$ Other consumables (describe here) -$ -$ -$ -$ Other consumables (describe here) -$ -$ -$ -$ Other consumables (describe here) -$ -$ -$ -$ Other consumables (describe here) -$ -$ -$ -$
SERVICE/MAINTENANCE
Full service maintenance agreement FSMA ( annual) -$ -$ -$ -$ Black toner -$ -$ -$ -$ Time and material hourly rate -$ -$ -$ -$ Time and material occurrence rate -$ -$ -$ -$ List yields according to ISO/IEC 19798 color toner standard Black toner standard cartridge @ 5%
Black toner large capacity cartridge @ 5%
Cyan cartridge @ 5%
Magenta cartridge @ 5%
Yellow cartridge @ 5%
Drum/imaging unit
Fuser Unit
Other consumables (describe here)
Other consumables (describe here)
Other consumables (describe here)
Other consumables (describe here)
Yield @ 5% Yield @ 5% Yield @ 5% Yield @ 5%
UC % UC %
Net Price Discount Net Price Discount
-$ -$
-$ -$
-$ -$
-$ -$
-$ -$
-$ -$
-$ -$
-$ -$
-$ -$
-$ -$
-$ -$
-$ -$
-$ -$
-$ -$
-$ -$
-$ -$
-$ -$
-$ -$
-$ -$
-$ -$
-$ -$
-$ -$
-$ -$
-$ -$
-$ -$
-$ -$
-$ -$
-$ -$
-$ -$
-$ -$
-$ -$
-$ -$
-$ -$
-$ -$
-$ -$
MSRP MSRP
CATEGORY 3 HIGH VOLUME (36 - 50 ppm)
Required - Color Option 1 Color Option 2
0 0
-$ -$
-$ -$
-$ -$
-$ -$
-$ -$
-$ -$
-$ -$
-$ -$
-$ -$
-$ -$
-$ -$
-$ -$
-$ -$
-$ -$
-$ -$
-$ -$
Yield @ 5%Yield @ 5%
0 Model number, speed, capacities,
details
Model number, speed, capacities,
details
Model number, speed, capacities,
details
Model number, speed, capacities,
details
Model # 0 0 0 0
PPM Speed 0 MSRP UC Net Price % Discount 0 MSRP UC Net Price % Discount 0 MSRP UC Net Price % Discount 0 MSRP UC Net Price % Discount BASE PRINTER Engine $ - $ - 0.00% $ - $ - 0.00% $ - $ - 0.00% $ - $ - 0.00% Required Accessories/Features ( if included, note in MSRP column) Auto Duplex: Standard $ - $ - $ - $ - Connectivity: USB 2.0 and Ethernet 10/100/1000 $ - $ - $ - $ - System memory minimum: 128 MB $ - $ - $ - $ - Input tray minimum: 250 sheets $ - $ - $ - $ - Black toner minimum: 2500 pgs $ - $ - $ - $ - Warranty: 1 year $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - CONFIGURED PRICE $ - $ - #DIV/0! $ - $ - #DIV/0! $ - $ - #DIV/0! $ - $ - #DIV/0! B&W - Configured System Price Sheet
PURCHASE PURCHASE
B/W OPTION 2
CATEGORY 1 LOW VOLUME (25 - 40 PPM)
B/W OPTION 2
PURCHASE
LASER PRINTERS
MONOCHROME
Required - B/W OPTION 1
PURCHASE
CATEGORY 2 MID VOLUME (41 -55 PPM)
Required - B/W OPTION 1
List yields according to ISO/IEC 19752 monochrome standard Yield @ 5% UC Net Price Yield @ 5% UC Net Price Yield @ 5% UC Net Price Yield @ 5% UC Net Price
Black toner standard cartridge - $ - - $ - - $ - - $ - Black toner large capacity cartridge - $ - - $ - - $ - - $ - Drum/imaging unit - $ - - $ - - $ - - $ - Fuser Unit - $ - - $ - - $ - - $ - Other consumables (describe here) - $ - - $ - - $ - - $ - Other consumables (describe here) - $ - - $ - - $ - - $ - Other consumables (describe here) - $ - - $ - - $ - - $ - Other consumables (describe here) - $ - - $ - - $ - - $ - Sample monthly B/W volume (for UC TCO's calculations only) 1,500 1,500 4,000 4,000 % trade in value on Purchased unit ( after 5 years)
$ trade in value on Purchased unit ( after 5 years) $ - $ - $ - $ - Green cells are Required configurations. Fill in
Blue cells ar
Model number, speed, capacities,
details
Model number, speed, capacities,
details
0 0
0 MSRP UC Net Price % Discount 0 MSRP UC Net Price % Discount $ - $ - 0.00% $ - $ - 0.00% $ - $ -
$ - $ -
$ - $ -
$ - $ -
$ - $ -
$ - $ -
$ - $ -
$ - $ -
$ - $ -
$ - $ -
$ - $ -
$ - $ -
$ - $ -
$ - $ -
$ - $ -
$ - $ - #DIV/0! $ - $ - #DIV/0!
CATEGORY 3 HIGH VOLUME (56 - 70 ppm)
Required - B/W OPTION 1 B/W OPTION 2
PURCHASE PURCHASE
Yield @ 5% UC Net Price Yield @ 5% UC Net Price
- $ - - $ - - $ - - $ - - $ - - $ - - $ - - $ - - $ - - $ - - $ - - $ - - $ - - $ - - $ - - $ - 7,000 7,000
$ - $ -
re optional configurations. Fill in your product pricing in these cells. 0 Model number, speed, capacities,
details
Model number, speed, capacities,
details
Model number, speed, capacities,
details
Model number, speed, capacities,
details
Model # 0 0 0 0
PPM Speed 0 MSRP UC Net Price % Discount 0 MSRP UC Net Price % Discount 0 MSRP UC Net Price % Discount 0 MSRP UC Net Price % Discount BASE PRINTER Engine $ - $ - 0.00% $ - $ - 0.00% $ - $ - 0.00% $ - $ - 0.00% Required Accessories/Features ( if included, note in MSRP column) Auto Duplex: Standard $ - $ - $ - $ - Connectivity: USB 2.0 and Ethernet 10/100/1000 $ - $ - $ - $ - System memory minimum: 64 MB $ - $ - $ - $ - Input tray minimum: 100 sheets $ - $ - $ - $ - Black toner minimum: 700 pgs $ - $ - $ - $ - Cyan toner minimum: 700 pgs $ - $ - $ - $ - Yellow toner minimum: 700 pgs $ - $ - $ - $ - Magenta toner minimum: 700 pgs $ - $ - $ - $ - Warranty: 1 year $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - CONFIGURED PRICE $ - $ - #DIV/0! $ - $ - #DIV/0! $ - $ - #DIV/0! $ - $ - #DIV/0! Required - Color Option 1 Color Option 2 Required - Color Option 1 Color Option 2
PURCHASE PURCHASE PURCHASE PURCHASE
COLOR - Configured System Price Sheet
LASER PRINTERS
COLOR
CATEGORY 1 LOW VOLUME (10 - 20 PPM) CATEGORY 2 MID VOLUME (21 -35 PPM) List yields according to ISO/IEC 19752 monochrome standard Yield @ 5% UC Net Price Yield @ 5% UC Net Price Yield @ 5% UC Net Price Yield @ 5% UC Net Price
Black toner standard cartridge - $ - - $ - - $ - - $ - Black toner large capacity cartridge - $ - - $ - - $ - - $ - Cyan toner cartridge - $ - - $ - - $ - - $ - Magneta toner cartridge - $ - - $ - - $ - - $ - Yellow toner cartridge - $ - - $ - - $ - - $ - Drum/imaging unit - $ - - $ - - $ - - $ - Fuser Unit - $ - - $ - - $ - - $ - Other consumables (describe here) - $ - - $ - - $ - - $ - Other consumables (describe here) - $ - - $ - - $ - - $ - Other consumables (describe here) - $ - - $ - - $ - - $ - Other consumables (describe here) - $ - - $ - - $ - - $ - Sample monthly B/W volume (for UC TCO's calculations only) 1,000 1,000 2,000 2,000 Sample monthly Color volume (for UC TCO's calculations only) 500 500 1,000 1,000 % trade in value on Purchased unit ( after 5 years)
$ trade in value on Purchased unit ( after 5 years) $ - $ - $ - $ - Green cells are Required configurations. Fill
Blue cells are optio
Model number, speed, capacities,
details
Model number, speed, capacities,
details
0 0
0 MSRP UC Net Price % Discount 0 MSRP UC Net Price % Discount $ - $ - 0.00% $ - $ - 0.00% $ - $ -
$ - $ -
$ - $ -
$ - $ -
$ - $ -
$ - $ -
$ - $ -
$ - $ -
$ - $ -
$ - $ -
$ - $ -
$ - $ -
$ - $ -
$ - $ -
$ - $ -
$ - $ - #DIV/0! $ - $ - #DIV/0!
PURCHASE
Required - Color Option 1 Color Option 2
PURCHASE
CATEGORY 3 HIGH VOLUME (36 - 50 ppm)
Yield @ 5% UC Net Price Yield @ 5% UC Net Price
- $ - - $ - - $ - - $ - - $ - - $ - - $ - - $ - - $ - - $ - - $ - - $ - - $ - - $ - - $ - - $ - - $ - - $ - - $ - - $ - - $ - - $ - 4,000 4,000
2,500 2,500
$ - $ -
onal configurations. Fill in
Supplier name here:
Additional Discounts tab
C). Add rows as needed.
PREREQUISITES & DEFINITIONS
A). List other goods and services available to the University of California (column A) B). Add a brief description and your corresponding discount offered (Item listed in column A) along with the foundation of your discount.
MSRP - Is defined as the product sales price list published in some form by the manufacturer or publisher of a product and available to and recognized by the trade.
PRICING - All quotes include shipping and delivery (All products) and installation (All equipment) .
Other Goods and/or Services (List
Below) Description UC Discount
Offered (%)
Basis for Discount Offered
(i.e. MSRP, Base Rate, etc.) Comments
Supplier name here:
Repair Parts tab
C). Add rows as needed.
PREREQUISITES & DEFINITIONS
MSRP - Is defined as the product sales price list published in some form by the manufacturer or publisher of a product and available to and recognized by the trade.
PRICING - All quotes include shipping and delivery (All products) and installation (All equipment) .
A). List common repair parts easily replacable by the customer that are used in the ongoing operation of your MFD and Laser Printer products.
B). Provide the MFG part number, a brief description and your UC discount-off MSRP.
Common Repair Parts (Customer
Replaceable) MFG Part # Description
UC Discount
Percent-off
MSRP (%)
Comments
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OR#:
O R A N G E C O U N T Y R E P O R T E R
~ SINCE 1921 ~
600 W. Santa Ana Blvd., Suite 205, Santa Ana, California 92701-4542 Telephone (714) 543-2027 / Fax (714) 542-6841
PROOF OF PUBLICATION
(2015.5 C.C.P.)
State of California )
County of Orange ) ss
Notice Type:
Ad Description:
I am a citizen of the United States and a resident of the State of California; I am over the age of eighteen years, and not a party to or interested in the above entitled matter. I am the principal clerk of the printer and publisher of the ORANGE COUNTY REPORTER, a newspaper published in the English language in the City of Santa Ana, and adjudged a newspaper of general circulation as defined by the laws of the State of California by the Superior Court of the County of Orange, State of California, under date of June 2, 1922, Case No. 13,421. That the notice, of which the annexed is a printed copy, has been published in each regular and entire issue of said newspaper and not in any supplement thereof on the following dates, to-wit:
Executed on: 10/10/2004
At Riverside, California
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Signature
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RICH MELIN
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RFP - REQUEST FOR PROPOSALS
RFP No. 001811-FEB2020
I am a citizen of the United States and a resident of the State of California; I am over the age of eighteen years, and not a party to or interested in the above entitled matter. I am the principal clerk of the printer and publisher of the SAN BERNARDINO COUNTY SUN, a newspaper published in the English language in the city of SAN BERNARDINO, county of SAN BERNARDINO, and adjudged a newspaper of general circulation as defined by the laws of the State of California by the Superior Court of the County of SAN BERNARDINO, State of California, under date 06/27/1952, Case No. 73081. That the notice, of which the annexed is a printed copy, has been published in each regular and entire issue of said newspaper and not in any supplement thereof on the following dates, to-wit:
04/21/2020, 04/28/2020
04/29/2020
SAN BERNARDINO
!A000005409008!
Email
The Universit y of California is
requesting prop osals from qu alified
and exper ienced firm s to prov ide
Print Goods and Services -- - UC
Systemwide (RFP No. 00181 1 -
FE B2020).In order to be considered,
the Offeror mus t compl ete an d
submi t a prop osal to the U niver sity
of California in accor dance with the
solicitation do cumentation ava ilable
at
https://smart.gep.com/publicRFx/u c
al?oloc=215#/
PR E -P ROPOSAL CON FERENCE:
Mon day ,
April 27,2020,1pm PST
PR O POSAL DUE DATE: F riday,
June 5,2020 before Noon PST
CONTAC T: Mi chael W egm ann, Sr.
IT Commodi ty M anager, IT
Strategic So urcing, University of
California Office of the Pres ident at
510.987.0428 or
mich [email protected]
4/21,4/28/20
SBS -3360267#
383905
Date: 04/14/2020
Adnum: 383905
Custid: 69764
ADVERTISING PROOF
Customer: PHASE 3 MARKETING & COMM.
Ad Title: Print Goods and Services
Lines: 32
^STARTAD^383905^
University of
California
Print Goods
and Services
Submittal date: June 5
The University of California is
requesting proposals from quali -
fied and experienced firms to pro-
vide Print Goods and Services
(RFP No. 001811-FEB2020).
In order to be considered, the
Offeror must complete and sub -
mit a proposal to the University
of California in accordance with
the solicitation documentation
available at https:/ / smart.gep.com/
publicRFx/ ucal?oloc=215#/
PRE-PROPOSAL
CONFERENCE: Monday,
April 27, 2020, 1pm PST
PROPOSAL DUE DATE:
Friday, June 5, 2020 before Noon
PST
CONTACT: Michael Wegmann,
Sr. IT Commodity Manager, IT
Strategic Sourcing, University of
California Office of the President
at 510.987.0428 or michael.weg-
[email protected]
Date of publication in
the Seattle Daily Journal of
Commerce, April 21, 2020.
4/21(383905)
^ENDAD^383905^
^THE-END^
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Montgmery and Whitney are not cur-
rently projected as draft picks.
For the first time in Calipari’s tenure,
a Kentucky player was not selected in
the first 10 picks of the NBA draft last
year. ESPN projects that trend to con-
tinue in 2020, with Maxey the first
Wildcat selected at No. 12, according to
its most recent mock draft.
But as the average draft selection of
Kentucky’s underclassmen has dropped
– 19.5 from 2010 to 2015 to 27.6 in the last
four drafts – the number of departures
has increased, with at least six players
leaving each of Kentucky’s last five
teams via the draft or transfer.
Many would argue Kentucky’s suc-
cess with Calipari as coach more than
justifies the challenges presented by the
annual exodus. After all, the Hall of
Fame coach won a national champion-
ship, reached four Final Fours and made
it to the second weekend of the NCAA
Tournament in eight of his first 10 years
in Lexington.
But is that success enough to justify
Kentucky being placed in a league of its
own when it comes to roster turnover?
To gain a better understanding of
how Calipari’s system compares to the
Wildcats’ top competitors, The Courier
Journal analyzed each signing class
from 2009 to 2018 from each of the other
12 programs to either reach multiple Fi-
nal Fours or win a national champion-
ship during Calipari’s tenure in Lexing-
ton: Butler, Connecticut, Duke, Kansas,
Louisville, Michigan, Michigan State,
North Carolina, Syracuse, Villanova,
Virginia and Wisconsin.
Success has varied within that group.
For instance, Connecticut won two na-
tional titles in that span and beat Ken-
tucky in the Final Four in both its title
years but made the NCAA Tournament
just two other times. However, five of
those programs (Duke, Villanova, North
Carolina, Louisville and Connecticut)
boast multiple Final Fours and a nation-
al championship during that time frame
like Kentucky.
The breakdown reveals a stark con-
trast between Kentucky and every other
program on the list.
A league of its own
Of the 55 high school or junior college
recruits signed by Calipari at UK be-
tween 2009 and 2018, only five (9.1%)
completed their eligibility in Lexington.
Two of the five Wildcats who did were
junior college transfers with only two
years of eligibility remaining when they
signed with Kentucky.
At least 36% of the signees at the oth-
er 12 programs exhausted their eligibil-
ity for that school or remain on the
team’s 2020-21 roster.
Kentucky is the only team in that
group without a single player from its
2017 or 2018 signing class set to return to
school next season, including Louis-
ville, which did not even sign a high
school or junior college player in the
2018 class.
The Wildcats’ annual roster churn
means Calipari has signed 11 more
recruits than any other program on the
list. Of his first 55 signees at Kentucky,
41 have entered the NBA draft as under-
classmen, more than twice as many as
the program with the second most early
entrants on the list (Duke, at 20).
Of the Blue Devils’ 20 underclassmen
to declare for the NBA draft in the 2009
to 2018 signing classes, 17 signed with
the program in the second half of that
10-year period. While Mike Krzyzew-
ski’s roster turnover has begun to re-
semble Kentucky’s, Duke still has two
signees from the 2017 and 2018 classes
projected to return next season.
Searching for experience
To be clear, Calipari’s program still
finds itself in an enviable position com-
pared to the vast majority of college bas-
ketball due to a No. 1-ranked 2020 sign-
ing class.
Once a vocal critic of the NCAA’s
graduate transfer rule, Calipari has
overcome his reservations to join most
other coaches in taking advantage of the
ability for graduates to transfer and play
right away. This summer the NCAA is
expected to allow all players to transfer
once without sitting out, adding another
avenue for adding experience.
Calipari has already signed Creighton
graduate transfer Davion Mintz for next
season. Rhode Island freshman Jacob
Toppin announced he would transfer to
Kentucky on Thursday.
But the track record of graduate
transfers at Kentucky is mixed.
None of Calipari’s three UK teams
with a graduate transfer reached a Final
Four, and one went to the NIT. We’ll nev-
er know how the 2020 team might have
fared if the NCAA Tournament were
played, but it is unlikely role player
graduate transfer Nate Sestina would
have been the difference in an extended
run.
Although Calipari is best known for
coaching one-and-done players, his
biggest problem is less about the instant
stars than the players who stick around
for two years then leave regardless of
their draft stock.
His best hope for slowing the annual
roster turnover would be to persuade
borderline draft prospects like Montgo-
mery and Whitney to return to school.
The trend of underclassmen leaving
despite not being projected as draft
picks is not limited to Kentucky.
Between 2010 and 2015, between 42
and 50 college underclassmen kept
their names in the NBA draft. That num-
ber has increased in each of the next
four years, all the way to 84 in 2019. With
only 60 selections in the two-round
draft each year, a growing number of
college underclassmen are guaranteed
to go undrafted.
UK ranks third in the Calipari era in
undrafted underclassmen with four, be-
hind Louisville and Kansas with six
each. Both Louisville and Kansas had at
least one undrafted underclassmen on
the list who had been dismissed from
the team or was ineligible to return due
to NCAA investigations, and Kentucky
had two other sophomores initially
transfer before starting a professional
career overseas without ever playing
again in college.
The vast majority of the other
schools’ undrafted early entrants came
after three years on campus. All of Ken-
tucky’s were sophomores.
The four teams with the fewest un-
derclassmen to declare for the NBA
draft in that group (Butler, Wisconsin,
Virginia and Connecticut) actually rank
in the top five of most transfers, show-
ing roster turnover is not only reserved
to NBA factories like Kentucky and
Duke.
But while those programs generally
have enough returning experience to
weather a transfer or two each year,
Kentucky can ill afford to lose more con-
tributors given how many players leave
for the draft each year.
New challenges ahead
If the draft and transfers were not
enough concern for Calipari, he was
handed a new consideration last week
with the news that the NBA’s G League is
set to offer elite high school prospects
$500,000 or more to skip college all to-
gether.
Five-star 2020 recruits Jalen Green
and Isaiah Todd, both one-time UK tar-
gets, became the first players to report-
edly accept those deals. UK signee Ter-
rence Clarke was among the other 2020
recruits rumored to be considering the
G League’s pitch, but he tweeted on
Wednesday that he would attend col-
lege as planned.
Even with Clarke turning down the
G League, if Green and Todd thrive in
the developmental program before be-
coming eligible for the 2021 draft, more
of Calipari’s top-end recruiting targets
are likely to consider that option.
And without top-10 recruits like
Clarke or 2020 signee B.J. Boston arriv-
ing, replacing six-plus players a year
would become all the more difficult.
Calipari has proved again and again
that assembling the most talent possi-
ble – even young talent – tends to keep
his teams in the hunt for a national title
each year, but even he acknowledges
the importance of experience.
“The anxiety a freshman has … that a
sophomore does not have in this pro-
gram is incredible,” Calipari said before
the latest round of departures. “Know-
ing that each game is the other team’s
Super Bowl, that every practice matters,
you’re not going through the motions.
You don’t take a day off.”
Success at Kentucky has never been
judged by reaching Sweet 16s and Elite
Eights. It comes with Final Fours and
national championships.
Calipari reached those goals better
than any coach for his first six years in
Lexington.
Now, there is reason to wonder if his
system has become too unstable to keep
Kentucky in a tier alone among college
basketball’s elite.
A Final Four run next season would
allow Calipari to silence many of his
doubters, but another earlier-than-
expected exit might be the final proof
needed to show the roster turnover is
unsustainable.
Even with multiple transfers, the
2020-21 Wildcats will have less experi-
ence than any of Calipari’s previous
teams. For Kentucky to remain the “gold
standard” of college basketball, the Hall
of Fame coach needs to hurdle his big-
gest challenge yet.
Kentucky
Continued from Page 1C
Kentucky players, from left, EJ Montgomery, Tyrese Maxey, Nick Richards and Immanuel Quickley will be early entrants into this year’s NBA draft. MATT STONE/THE (LOUISVILLE) COURIER JOURNAL Ad Number:
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001811-Feb2020 - Event Summary
OMNIA Partners
Questionnaire Technical Michael
Wegmann
11/20/2020
09:18:36 AM 6
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