Sacramento City Council
November 28, 2023

City of Sacramento
City Council - 5PM Report
915 I Street Sacramento, CA 95814
www.cityofsacramento.org
File ID: 2023-01464 11/28/2023 Consent Item 7.

Cooperative Purchase Contract: Replacement Vacuum Excavators File ID: 2023-01464
Location: Citywide
Recommendation: Pass a Motion: 1) approving the use of the Sourcewell cooperative purchase agreement with The Charles Machine Works, Inc. (Contract No. 110421) for the purchase of two replacement vacuum excavators in an amount not to exceed $360,908; and 2) authorizing the City Manager or the City Manager’s designee to execute the purchase specified above.

Contact: Bobbie Small, Program Specialist, (916) 808-6711, [email protected]; Alison Kerstetter, Fleet Manager, (916) 808-1163, [email protected], Department of Public Works
Presenter: None
Attachments:
1-Description/Analysis
2-Contract
Additional Description/Analysis
Issue Detail: The Fleet Management Division within the Department of Public Works has a need to purchase two replacement vacuum excavators for the Department of Utilities, Water Fund (Fund 6005). The vacuum excavators will be used to carrying out maintenance of the underground sewer lines. Additionally, vacuum excavators used to remove debris, roots, and waste from storm drains around the city.

Policy Considerations: The recommendations in this report are in accordance with City Code Chapter 3.56, which requires City Council approval of contracts of $250,000 or more.

Economic Impacts: None.

File ID: 2023-01464 11/28/2023 Consent Item 7.

Environmental Considerations:

California Environmental Quality Act: No environmental review is necessary because the recommendations in this report involve the purchase of vehicles and are not considered to be a project in accordance with Section 15378(b)(2) of the California Environmental Quality Act guidelines.

Sustainability: The recommended purchases are consistent with the Fleet Sustainability Policy adopted by City Council on December 12, 2017 (Resolution No. 2017-0478).

Commission/Committee Action: None.

Rationale for Recommendation: The replacement vacuum excavators will replace existing fleet that have reached the end of their service life and this is resulting in higher than normal maintenance costs. The recommended purchase of the units is part of the normal replacement schedule completed by the Fleet Management Division each year.

After reviewing the available purchase options, the Fleet Management Division has determined that the Sourcewell cooperative purchase agreement with The Charles Machine Works Inc., represents the most advantageous purchasing strategy. The contract was competitively bid nationally, and Sourcewell receives greater discounts from the manufacturer due to a higher purchase volume than the City would receive if issuing its own bid.

In an ongoing effort to maximize cost savings and staff resources, many government agencies share contracting efforts through cooperative purchasing. This procurement method increases pricing competitiveness and lowers operating costs through volume buying. When comparing the administrative costs of procurement, staff considers product research, source selection, specifications, advertising, staff reports, awarding, protest, and administration of the contract.

The City has used both regional and national cooperative purchase agreements to complement its own contracting initiatives. Cooperative purchasing enables City departments to evaluate a broader range of contracting opportunities and to share resources with other jurisdictions. Cooperative purchasing also leverages internal and external resources to maximize cost savings opportunities for the City.

Financial Considerations: The recommended purchase, in a total amount not to exceed $360,908 will be made from the Department of Public Works Fiscal Year (FY) 2023/24 operating budget (Fleet Fund, 6501) and will be charged to the Department of Utilities, Fleet Project (I06145000, Fund 6005).

Sufficient funding exists in the Department’s FY2023/24 operating budget and the Department of Utilities Fleet Project (I06145000) to support the recommended purchase.

File ID: 2023-01464 11/28/2023 Consent Item 7.

Local Business Enterprise (LBE): The Charles Machine Works, Inc. is not an LBE. The minimum LBE participation requirement is waived for the City’s use of cooperative purchase agreements that have been competitively bid, evaluated, and awarded by other governmental agencies that may or may not have similar LBE programs.

CONTRACT

ROUTING SHEET
Contract Cover/Routing Form: Must Accompany ALL Contracts; however, it is NOT part of the contract.

General Information (Required)
Original Contract # (supplements only): ________ Supplement/Addendum #: ___________________ Assessor’s Parcel Number(s): ________________________________________________________________ Contract Effective Date: _________ Contract Expiration Date (if applicable): _________ $ Amount (Not to Exceed): ______________________ Adjusted $ Amount (+/-): _____________________ Other Party: ______________________________________________________________________________ Project Title: _____________________________________________________________________________ Project #: ____________________________________ Bid/RFQ/RFP #: ___________________________ City Council Approval: if YES, Council File ID#: __________ Contract Processing Contacts
Department: ______________________________
Contract Coordinator: _______________________
Project Manager: ___________________________
______
Department Review and Routing
(Signature) (Date)
(Signature) (Date)
(Signature) (Date)
(Signature) (Date)
Special Instruction/Comments (i.e. recording requested, other agency signatures required, etc.) _______________________________________________________________________________________ ------------------FOR CLERK & IT DEPARTMENTS ONLY – DO NOT WRITE BELOW THIS LINE------------------

110421-CMW
Re
v. 3/2021 1
Solicitation Number: RFP #110421

CONTRACT
This C
ontract is between Sourcewell, 202 12th Street Northeast, P.O. Box 219, Staples, MN 56479 (Sourcewell) and The Charles Machine Works, Inc., 1959 West Fir Ave., Perry, OK 73077 (Supplier).

Sourcewell is a State of Minnesota local government unit and service cooperative created under the laws of the State of Minnesota (Minnesota Statutes Section 123A.21) that offers cooperative procurement solutions to government entities. Participation is open to eligible federal, state/province, and municipal governmental entities, higher education, K-12 education, nonprofit, tribal government, and other public entities located in the United States and Canada.

Sourcewell issued a public solicitation for Public Utility Equipment with Related Accessories and Supplies from which Supplier was awarded a contract.

Supplier desires to contract with Sourcewell to provide equipment, products, or services to Sourcewell and the entities that access Sourcewell’s cooperative purchasing contracts (Participating Entities).

1. TERM OF CONTRACT
A. EFFECTIVE DATE. This Contract is effective upon the date of the final signature below.

B. EXPIRATION DATE AND EXTENSION. This Contract expires December 27, 2025, unless it is cancelled sooner pursuant to Article 22. This Contract may be extended one additional year upon the request of Sourcewell and written agreement by Supplier.

C. SURVIVAL OF TERMS. Notwithstanding any expiration or termination of this Contract, all payment obligations incurred prior to expiration or termination will survive, as will the following: Articles 11 through 14 survive the expiration or cancellation of this Contract. All other rights will cease upon expiration or termination of this Contract.

2. EQUIPMENT, PRODUCTS, OR SERVICES
A. EQUIPMENT, PRODUCTS, OR SERVICES. Supplier will provide the Equipment, Products, or Services as stated in its Proposal submitted under the Solicitation Number listed above. 







 




110421-CMW

Rev. 3/2021 2

Supplier’s Equipment, Products, or Services Proposal (Proposal) is attached and incorporated into this Contract.

All Equipment and Products provided under this Contract must be new and the current model.

Supplier may offer close-out or refurbished Equipment or Products if they are clearly indicated in Supplier’s product and pricing list. Unless agreed to by the Participating Entities in advance, Equipment or Products must be delivered as operational to the Participating Entity’s site.

This Contract offers an indefinite quantity of sales, and while substantial volume is anticipated, sales and sales volume are not guaranteed.

B. WARRANTY. Supplier warrants that all Equipment, Products, and Services furnished are free from liens and encumbrances, and are free from defects in design, materials, and workmanship.

In addition, Supplier warrants the Equipment, Products, and Services are suitable for and will perform in accordance with the ordinary use for which they are intended for the duration of Supplier’s written warranty for such item. Other than the warranties in this paragraph, and Supplier’s express written warranties for its products, Supplier expressly disclaims all other warranties, express or implied. Supplier agrees to work with its dealers and distributors to assist the Participating Entity in reaching a resolution in any dispute over warranty terms with the manufacturer. Any manufacturer’s warranty that is effective beyond the expiration of the Supplier’s warranty will be passed on to the Participating Entity.

C. DEALERS, DISTRIBUTORS, AND/OR RESELLERS. Upon Contract execution and throughout the Contract term, Supplier must provide to Sourcewell a current means to validate or authenticate Supplier’s authorized dealers, distributors, or resellers relative to the Equipment, Products, and Services offered under this Contract, which will be incorporated into this Contract by reference. It is the Supplier’s responsibility to ensure Sourcewell receives the most current information.

3. PRICING

All Equipment, Products, or Services under this Contract will be priced at or below the price stated in Supplier’s Proposal.

When providing pricing quotes to Participating Entities, all pricing quoted must reflect a Participating Entity’s total cost of acquisition. This means that the quoted cost is for delivered Equipment, Products, and Services that are operational for their intended purpose, and includes all costs to the Participating Entity’s requested delivery location.

Regardless of the payment method chosen by the Participating Entity, the total cost associated with any purchase option of the Equipment, Products, or Services must always be disclosed in the pricing quote to the applicable Participating Entity at the time of purchase.









 




110421-CMW

Rev. 3/2021 3

A. SHIPPING AND SHIPPING COSTS. All delivered Equipment and Products must be properly packaged. Damaged Equipment and Products may be rejected. If the damage is not readily apparent at the time of delivery, Supplier must permit the Equipment and Products to be returned within a reasonable time at no cost to Sourcewell or its Participating Entities.

Participating Entities reserve the right to inspect the Equipment and Products at a reasonable time after delivery where circumstances or conditions prevent effective inspection of the Equipment and Products at the time of delivery. In the event of the delivery of nonconforming Equipment and Products, the Participating Entity will notify the Supplier as soon as possible and the Supplier will replace nonconforming Equipment and Products with conforming Equipment and Products that are acceptable to the Participating Entity.

Supplier must arrange for and pay for the return shipment on Equipment and Products that arrive in a defective or inoperable condition.

Sourcewell may declare the Supplier in breach of this Contract if the Supplier intentionally delivers substandard or inferior Equipment or Products.

B. SALES TAX. Each Participating Entity is responsible for supplying the Supplier with valid tax- exemption certification(s). When ordering, a Participating Entity must indicate if it is a tax- exempt entity.

C. HOT LIST PRICING. At any time during this Contract, Supplier may offer a specific selection of Equipment, Products, or Services at discounts greater than those listed in the Contract.

When Supplier determines it will offer Hot List Pricing, it must be submitted electronically to Sourcewell in a line-item format. Equipment, Products, or Services may be added or removed from the Hot List at any time through a Sourcewell Price and Product Change Form as defined in Article 4 below.

Hot List program and pricing may also be used to discount and liquidate close-out and discontinued Equipment and Products as long as those close-out and discontinued items are clearly identified as such. Current ordering process and administrative fees apply. Hot List Pricing must be published and made available to all Participating Entities.

4. PRODUCT AND PRICING CHANGE REQUESTS

Supplier may request Equipment, Product, or Service changes, additions, or deletions at any time. All requests must be made in writing by submitting a signed Sourcewell Price and Product Change Request Form to the assigned Sourcewell Supplier Development Administrator. This approved form is available from the assigned Sourcewell Supplier Development Administrator.

At a minimum, the request must:

x Identify the applicable Sourcewell contract number;








 




110421-CMW

Rev. 3/2021 4

x Clearly specify the requested change;
x Provide sufficient detail to justify the requested change; x Individually list all Equipment, Products, or Services affected by the requested change, along with the requested change (e.g., addition, deletion, price change); and x Include a complete restatement of pricing documentation in Microsoft Excel with the effective date of the modified pricing, or product addition or deletion. The new pricing restatement must include all Equipment, Products, and Services offered, even for those items where pricing remains unchanged.

A fully executed Sourcewell Price and Product Change Request Form will become an amendment to this Contract and will be incorporated by reference.

5. PARTICIPATION, CONTRACT ACCESS, AND PARTICIPATING ENTITY REQUIREMENTS

A. PARTICIPATION. Sourcewell’s cooperative contracts are available and open to public and nonprofit entities across the United States and Canada; such as federal, state/province, municipal, K-12 and higher education, tribal government, and other public entities.

The benefits of this Contract should be available to all Participating Entities that can legally access the Equipment, Products, or Services under this Contract. A Participating Entity’s authority to access this Contract is determined through its cooperative purchasing, interlocal, or joint powers laws. Any entity accessing benefits of this Contract will be considered a Service Member of Sourcewell during such time of access. Supplier understands that a Participating Entity’s use of this Contract is at the Participating Entity’s sole convenience and Participating Entities reserve the right to obtain like Equipment, Products, or Services from any other source.

Supplier is responsible for familiarizing its sales and service forces with Sourcewell contract use eligibility requirements and documentation and will encourage potential participating entities to join Sourcewell. Sourcewell reserves the right to add and remove Participating Entities to its roster during the term of this Contract.

B. PUBLIC FACILITIES. Supplier’s employees may be required to perform work at government- owned facilities, including schools. Supplier’s employees and agents must conduct themselves in a professional manner while on the premises, and in accordance with Participating Entity policies and procedures, and all applicable laws.

6. PARTICIPATING ENTITY USE AND PURCHASING

A. ORDERS AND PAYMENT. To access the contracted Equipment, Products, or Services under this Contract, a Participating Entity must clearly indicate to Supplier that it intends to access this Contract; however, order flow and procedure will be developed jointly between Sourcewell and Supplier. Typically, a Participating Entity will issue an order directly to Supplier or its authorized 







 




110421-CMW

Rev. 3/2021 5

subsidiary, distributor, dealer, or reseller. If a Participating Entity issues a purchase order, it may use its own forms, but the purchase order should clearly note the applicable Sourcewell contract number. All Participating Entity orders under this Contract must be issued prior to expiration or cancellation of this Contract; however, Supplier performance, Participating Entity payment obligations, and any applicable warranty periods or other Supplier or Participating Entity obligations may extend beyond the term of this Contract.

Supplier’s acceptable forms of payment are included in its attached Proposal. Participating Entities will be solely responsible for payment and Sourcewell will have no liability for any unpaid invoice of any Participating Entity.

B. ADDITIONAL TERMS AND CONDITIONS/PARTICIPATING ADDENDUM. Additional terms and conditions to a purchase order, or other required transaction documentation, may be negotiated between a Participating Entity and Supplier, such as job or industry-specific requirements, legal requirements (e.g., affirmative action or immigration status requirements), or specific local policy requirements. Some Participating Entities may require the use of a Participating Addendum; the terms of which will be negotiated directly between the Participating Entity and the Supplier. Any negotiated additional terms and conditions must never be less favorable to the Participating Entity than what is contained in this Contract.

C. SPECIALIZED SERVICE REQUIREMENTS. In the event that the Participating Entity requires service or specialized performance requirements not addressed in this Contract (such as e- commerce specifications, specialized delivery requirements, or other specifications and requirements), the Participating Entity and the Supplier may enter into a separate, standalone agreement, apart from this Contract. Sourcewell, including its agents and employees, will not be made a party to a claim for breach of such agreement.

D. TERMINATION OF ORDERS. Participating Entities may terminate an order, in whole or in part, immediately upon notice to Supplier in the event of any of the following events:

1. The Participating Entity fails to receive funding or appropriation from its governing body at levels sufficient to pay for the equipment, products, or services to be purchased; or

2. Federal, state, or provincial laws or regulations prohibit the purchase or change the Participating Entity’s requirements.

E. GOVERNING LAW AND VENUE. The governing law and venue for any action related to a Participating Entity’s order will be determined by the Participating Entity making the purchase.

7. CUSTOMER SERVICE

A. PRIMARY ACCOUNT REPRESENTATIVE. Supplier will assign an Account Representative to Sourcewell for this Contract and must provide prompt notice to Sourcewell if that person is changed. The Account Representative will be responsible for:








 




110421-CMW

Rev. 3/2021 6

x Maintenance and management of this Contract;
x Timely response to all Sourcewell and Participating Entity inquiries; and x Business reviews to Sourcewell and Participating Entities, if applicable.

B. BUSINESS REVIEWS. Supplier must perform a minimum of one business review with Sourcewell per contract year. The business review will cover sales to Participating Entities, pricing and contract terms, administrative fees, sales data reports, supply issues, customer issues, and any other necessary information.

8. REPORT ON CONTRACT SALES ACTIVITY AND ADMINISTRATIVE FEE PAYMENT

A. CONTRACT SALES ACTIVITY REPORT. Each calendar quarter, Supplier must provide a contract sales activity report (Report) to the Sourcewell Supplier Development Administrator assigned to this Contract. Reports are due no later than 45 days after the end of each calendar quarter. A Report must be provided regardless of the number or amount of sales during that quarter (i.e., if there are no sales, Supplier must submit a report indicating no sales were made).

The Report must contain the following fields:

x Participating Entity Name (e.g., City of Staples Highway Department); x Participating Entity Physical Street Address;
x Participating Entity City;
x Participating Entity State/Province;
x Participating Entity Zip/Postal Code;
x Participating Entity Contact Name;
x Participating Entity Contact Email Address;
x Participating Entity Contact Telephone Number;
x Sourcewell Assigned Entity/Participating Entity Number; x Item Purchased Description;
x Item Purchased Price;
x Sourcewell Administrative Fee Applied; and
x Date Purchase was invoiced/sale was recognized as revenue by Supplier.

B. ADMINISTRATIVE FEE. In consideration for the support and services provided by Sourcewell, the Supplier will pay an administrative fee to Sourcewell on all Equipment, Products, and Services provided to Participating Entities. The Administrative Fee must be included in, and not added to, the pricing. Supplier may not charge Participating Entities more than the contracted price to offset the Administrative Fee.









 




110421-CMW

Rev. 3/2021 7

The Supplier will submit payment to Sourcewell for the percentage of administrative fee stated in the Proposal multiplied by the total sales of all Equipment, Products, and Services purchased by Participating Entities under this Contract during each calendar quarter. Payments should note the Supplier’s name and Sourcewell-assigned contract number in the memo; and must be mailed to the address above “Attn: Accounts Receivable” or remitted electronically to Sourcewell’s banking institution per Sourcewell’s Finance department instructions. Payments must be received no later than 45 calendar days after the end of each calendar quarter.

Supplier agrees to cooperate with Sourcewell in auditing transactions under this Contract to ensure that the administrative fee is paid on all items purchased under this Contract.

In the event the Supplier is delinquent in any undisputed administrative fees, Sourcewell reserves the right to cancel this Contract and reject any proposal submitted by the Supplier in any subsequent solicitation. In the event this Contract is cancelled by either party prior to the Contract’s expiration date, the administrative fee payment will be due no more than 30 days from the cancellation date.

9. AUTHORIZED REPRESENTATIVE

Sourcewell's Authorized Representative is its Chief Procurement Officer.

Supplier’s Authorized Representative is the person named in the Supplier’s Proposal. If Supplier’s Authorized Representative changes at any time during this Contract, Supplier must promptly notify Sourcewell in writing.

10. AUDIT, ASSIGNMENT, AMENDMENTS, WAIVER, AND CONTRACT COMPLETE

A. AUDIT. Pursuant to Minnesota Statutes Section 16C.05, subdivision 5, the books, records, documents, and accounting procedures and practices relevant to this Agreement are subject to examination by Sourcewell or the Minnesota State Auditor for a minimum of six years from the end of this Contract. This clause extends to Participating Entities as it relates to business conducted by that Participating Entity under this Contract.

B. ASSIGNMENT. Neither party may assign or otherwise transfer its rights or obligations under this Contract without the prior written consent of the other party and a fully executed assignment agreement. Such consent will not be unreasonably withheld. Any prohibited assignment will be invalid.

C. AMENDMENTS. Any amendment to this Contract must be in writing and will not be effective until it has been duly executed by the parties.

D. WAIVER. Failure by either party to take action or assert any right under this Contract will not be deemed a waiver of such right in the event of the continuation or repetition of the 







 




110421-CMW

Rev. 3/2021 8

circumstances giving rise to such right. Any such waiver must be in writing and signed by the parties.

E. CONTRACT COMPLETE. This Contract represents the complete agreement between the parties. No other understanding regarding this Contract, whether written or oral, may be used to bind either party.For any conflict between the attached Proposal and the terms set out in Articles 1-22 of this Contract, the terms of Articles 1-22 will govern.

F. RELATIONSHIP OF THE PARTIES. The relationship of the parties is one of independent contractors, each free to exercise judgment and discretion with regard to the conduct of their respective businesses. This Contract does not create a partnership, joint venture, or any other relationship such as master-servant, or principal-agent.

11. INDEMNITY AND HOLD HARMLESS

Supplier must indemnify, defend, save, and hold Sourcewell and its Participating Entities, including their agents and employees, harmless from any claims or causes of action, including attorneys’ fees incurred by Sourcewell or its Participating Entities, arising out of any act or omission in the performance of this Contract by the Supplier or its agents or employees; this indemnification includes injury or death to person(s) or property alleged to have been caused by some defect in the Equipment, Products, or Services under this Contract to the extent the Equipment, Product, or Service has been used according to its specifications and operating instructions. Sourcewell’s responsibility will be governed by the State of Minnesota’s Tort Liability Act (Minnesota Statutes Chapter 466) and other applicable law.

12. GOVERNMENT DATA PRACTICES

Supplier and Sourcewell must comply with the Minnesota Government Data Practices Act, Minnesota Statutes Chapter 13, as it applies to all data provided by or provided to Sourcewell under this Contract and as it applies to all data created, collected, received, stored, used, maintained, or disseminated by the Supplier under this Contract.

13. INTELLECTUAL PROPERTY, PUBLICITY, MARKETING, AND ENDORSEMENT

A. INTELLECTUAL PROPERTY

1. Grant of License. During the term of this Contract:
a. Sourcewell grants to Supplier a royalty-free, worldwide, non-exclusive right and license to use thetrademark(s) provided to Supplier by Sourcewell in advertising and promotional materials for the purpose of marketing Sourcewell’s relationship with Supplier.
b. Supplier grants to Sourcewell a royalty-free, worldwide, non-exclusive right and license to use Supplier’s trademarks in advertising and promotional materials for the purpose of marketing Supplier’s relationship with Sourcewell. 







 




110421-CMW

Rev. 3/2021 9

2. Limited Right of Sublicense. The right and license granted herein includes a limited right of each party to grant sublicenses to their respective subsidiaries, distributors, dealers, resellers, marketing representatives, and agents (collectively “Permitted Sublicensees”) in advertising and promotional materials for the purpose of marketing the Parties’ relationship to Participating Entities. Any sublicense granted will be subject to the terms and conditions of this Article. Each party will be responsible for any breach of this Article by any of their respective sublicensees.

3. Use; Quality Control.
a. Neither party may alter the other party’s trademarks from the form provided and must comply with removal requests as to specific uses of its trademarks or logos.
b. Each party agrees to use, and to cause its Permitted Sublicensees to use, the other party’s trademarks only in good faith and in a dignified manner consistent with such party’s use of the trademarks. Upon written notice to the breaching party, the breaching party has 30 days of the date of the written notice to cure the breach or the license will be terminated.

4. As applicable, Supplier agrees to indemnify and hold harmless Sourcewell and its Participating Entities against any and all suits, claims, judgments, and costs instituted or recovered against Sourcewell or Participating Entities by any person on account of the use of any Equipment or Products by Sourcewell or its Participating Entities supplied by Supplier in violation of applicable patent or copyright laws.

5. Termination. Upon the termination of this Contract for any reason, each party, including Permitted Sublicensees, will have 30 days to remove all Trademarks from signage, websites, and the like bearing the other party’s name or logo (excepting Sourcewell’s pre-printed catalog of suppliers which may be used until the next printing). Supplier must return all marketing and promotional materials, including signage, provided by Sourcewell, or dispose of it according to Sourcewell’s written directions.

B. PUBLICITY. Any publicity regarding the subject matter of this Contract must not be released without prior written approval from the Authorized Representatives. Publicity includes notices, informational pamphlets, press releases, research, reports, signs, and similar public notices prepared by or for the Supplier individually or jointly with others, or any subcontractors, with respect to the program, publications, or services provided resulting from this Contract.

C. MARKETING. Any direct advertising, marketing, or offers with Participating Entities must be approved by Sourcewell. Send all approval requests to the Sourcewell Supplier Development Administrator assigned to this Contract.

D. ENDORSEMENT. The Supplier must not claim that Sourcewell endorses its Equipment, Products, or Services.









 




110421-CMW

Rev. 3/2021 10

14. GOVERNING LAW, JURISDICTION, AND VENUE

The substantive and procedural laws of the State of Minnesota will govern this Contract. Venue for all legal proceedings arising out of this Contract, or its breach, must be in the appropriate state court in Todd County, Minnesota or federal court in Fergus Falls, Minnesota.

15. FORCE MAJEURE

Neither party to this Contract will be held responsible for delay or default caused by acts of God or other conditions that are beyond that party’s reasonable control. A party defaulting under this provision must provide the other party prompt written notice of the default.

16. SEVERABILITY

If any provision of this Contract is found by a court of competent jurisdiction to be illegal, unenforceable, or void then both parties will be relieved from all obligations arising from that provision. If the remainder of this Contract is capable of being performed, it will not be affected by such determination or finding and must be fully performed.

17. PERFORMANCE, DEFAULT, AND REMEDIES

A. PERFORMANCE. During the term of this Contract, the parties will monitor performance and address unresolved contract issues as follows:

1. Notification. The parties must promptly notify each other of any known dispute and work in good faith to resolve such dispute within a reasonable period of time. If necessary, Sourcewell and the Supplier will jointly develop a short briefing document that describes the issue(s), relevant impact, and positions of both parties.

2. Escalation. If parties are unable to resolve the issue in a timely manner, as specified above, either Sourcewell or Supplier may escalate the resolution of the issue to a higher level of management. A party will have 30 calendar days to cure an outstanding issue.

3. Performance while Dispute is Pending. Notwithstanding the existence of a dispute, the Supplier must continue without delay to carry out all of its responsibilities under the Contract that are not affected by the dispute. If the Supplier fails to continue without delay to perform its responsibilities under the Contract, in the accomplishment of all undisputed work, the Supplier will bear any additional costs incurred by Sourcewell and/or its Participating Entities as a result of such failure to proceed.

B. DEFAULT AND REMEDIES. Either of the following constitutes cause to declare this Contract, or any Participating Entity order under this Contract, in default:

1. Nonperformance of contractual requirements, or

2. A material breach of any term or condition of this Contract. 







 




110421-CMW

Rev. 3/2021 11

The party claiming default must provide written notice of the default, with 30 calendar days to cure the default. Time allowed for cure will not diminish or eliminate any liability for liquidated or other damages. If the default remains after the opportunity for cure, the non-defaulting party may:

x Exercise any remedy provided by law or equity, or
x Terminate the Contract or any portion thereof, including any orders issued against the Contract.

18. INSURANCE

A. REQUIREMENTS. At its own expense, Supplier must maintain insurance policy(ies) in effect at all times during the performance of this Contract with insurance company(ies) licensed or authorized to do business in the State of Minnesota having an “AM BEST” rating of A- or better, with coverage and limits of insurance not less than the following:

1. Workers’ Compensation and Employer’s Liability.

Workers’ Compensation: As required by any applicable law or regulation.

Employer's Liability Insurance: must be provided in amounts not less than listed below:

Minimum limits:
$500,000 each accident for bodily injury by accident
$500,000 policy limit for bodily injury by disease
$500,000 each employee for bodily injury by disease

2. Commercial General Liability Insurance. Supplier will maintain insurance covering its operations, with coverage on an occurrence basis, and must be subject to terms no less broad than the Insurance Services Office (“ISO”) Commercial General Liability Form CG0001 (2001 or newer edition), or equivalent. At a minimum, coverage must include liability arising from premises, operations, bodily injury and property damage, independent contractors, products-completed operations including construction defect, contractual liability, blanket contractual liability, and personal injury and advertising injury. All required limits, terms and conditions of coverage must be maintained during the term of this Contract.

Minimum Limits:
$1,000,000 each occurrence Bodily Injury and Property Damage $1,000,000 Personal and Advertising Injury
$2,000,000 aggregate for Products-Completed operations
$2,000,000 general aggregate

3. Commercial Automobile Liability Insurance. During the term of this Contract, Supplier will maintain insurance covering all owned, hired, and non-owned automobiles in limits of liability not less than indicated below. The coverage must be subject to terms 







 




110421-CMW

Rev. 3/2021 12

no less broad than ISO Business Auto Coverage Form CA 0001 (2010 edition or newer), or equivalent.

Minimum Limits:
$1,000,000 each accident, combined single limit

4. Umbrella Insurance. During the term of this Contract, Supplier will maintain umbrella coverage over Employer’s Liability, Commercial General Liability, and Commercial Automobile.

Minimum Limits:
$2,000,000

5. Network Security and Privacy Liability Insurance. During the term of this Contract, Supplier will maintain coverage for network security and privacy liability. The coverage may be endorsed on another form of liability coverage or written on a standalone policy. The insurance must cover claims which may arise from failure of Supplier’s security resulting in, but not limited to, computer attacks, unauthorized access, disclosure of not public data – including but not limited to, confidential or private information, transmission of a computer virus, or denial of service.

Minimum limits:
$2,000,000 per occurrence
$2,000,000 annual aggregate

Failure of Supplier to maintain the required insurance will constitute a material breach entitling Sourcewell to immediately terminate this Contract for default.

B. CERTIFICATES OF INSURANCE. Prior to commencing under this Contract, Supplier must furnish to Sourcewell a certificate of insurance, as evidence of the insurance required under this Contract. Prior to expiration of the policy(ies), renewal certificates must be mailed to Sourcewell, 202 12th Street Northeast, P.O. Box 219, Staples, MN 56479 or sent to the Sourcewell Supplier Development Administrator assigned to this Contract. The certificates must be signed by a person authorized by the insurer(s) to bind coverage on their behalf.

Failure to request certificates of insurance by Sourcewell, or failure of Supplier to provide certificates of insurance, in no way limits or relieves Supplier of its duties and responsibilities in this Contract.

C. ADDITIONAL INSURED ENDORSEMENT AND PRIMARY AND NON-CONTRIBUTORY INSURANCE CLAUSE. Supplier agrees to list Sourcewell and its Participating Entities, including their officers, agents, and employees, as an additional insured under the Supplier’s commercial general liability insurance policy with respect to liability arising out of activities, “operations,” or “work” performed by or on behalf of Supplier, and products and completed operations of Supplier. The policy provision(s) or endorsement(s) must further provide that coverage is 







 




110421-CMW

Rev. 3/2021 13

primary and not excess over or contributory with any other valid, applicable, and collectible insurance or self-insurance in force for the additional insureds.

D. WAIVER OF SUBROGATION. Supplier waives and must require (by endorsement or otherwise) all its insurers to waive subrogation rights against Sourcewell and other additional insureds for losses paid under the insurance policies required by this Contract or other insurance applicable to the Supplier or its subcontractors. The waiver must apply to all deductibles and/or self-insured retentions applicable to the required or any other insurance maintained by the Supplier or its subcontractors. Where permitted by law, Supplier must require similar written express waivers of subrogation and insurance clauses from each of its subcontractors.

E. UMBRELLA/EXCESS LIABILITY/SELF-INSURED RETENTION. The limits required by this Contract can be met by either providing a primary policy or in combination with umbrella/excess liability policy(ies), or self-insured retention.

19. COMPLIANCE

A. LAWS AND REGULATIONS. All Equipment, Products, or Services provided under this Contract must comply fully with applicable federal laws and regulations, and with the laws in the states and provinces in which the Equipment, Products, or Services are sold.

B. LICENSES. Supplier must maintain a valid and current status on all required federal, state/provincial, and local licenses, bonds, and permits required for the operation of the business that the Supplier conducts with Sourcewell and Participating Entities.

20. BANKRUPTCY, DEBARMENT, OR SUSPENSION CERTIFICATION

Supplier certifies and warrants that it is not in bankruptcy or that it has previously disclosed in writing certain information to Sourcewell related to bankruptcy actions. If at any time during this Contract Supplier declares bankruptcy, Supplier must immediately notify Sourcewell in writing.

Supplier certifies and warrants that neither it nor its principals are presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from programs operated by the State of Minnesota; the United States federal government or the Canadian government, as applicable; or any Participating Entity. Supplier certifies and warrants that neither it nor its principals have been convicted of a criminal offense related to the subject matter of this Contract. Supplier further warrants that it will provide immediate written notice to Sourcewell if this certification changes at any time.









 




110421-CMW

Rev. 3/2021 14

21. PROVISIONS FOR NON-UNITED STATES FEDERAL ENTITY PROCUREMENTS UNDER

UNITED STATES FEDERAL AWARDS OR OTHER AWARDS

Participating Entities that use United States federal grant or FEMA funds to purchase goods or services from this Contract may be subject to additional requirements including the procurement standards of the Uniform Administrative Requirements, Cost Principles and Audit Requirements for Federal Awards, 2 C.F.R. § 200. Participating Entities may have additional requirements based on specific funding source terms or conditions. Within this Article, all references to “federal” should be interpreted to mean the United States federal government.

The following list only applies when a Participating Entity accesses Supplier’s Equipment, Products, or Services with United States federal funds.

A. EQUAL EMPLOYMENT OPPORTUNITY. Except as otherwise provided under 41 C.F.R. § 60, all contracts that meet the definition of “federally assisted construction contract” in 41 C.F.R. § 60-

1.3 must include the equal opportunity clause provided under 41 C.F.R. §60-1.4(b), in accordance with Executive Order 11246, “Equal Employment Opportunity” (30 FR 12319, 12935, 3 C.F.R. §, 1964-1965 Comp., p. 339), as amended by Executive Order 11375, “Amending Executive Order 11246 Relating to Equal Employment Opportunity,” and implementing regulations at 41 C.F.R. § 60, “Office of Federal Contract Compliance Programs, Equal Employment Opportunity, Department of Labor.” The equal opportunity clause is incorporated herein by reference.

B. DAVIS-BACON ACT, AS AMENDED (40 U.S.C. § 3141-3148). When required by federal program legislation, all prime construction contracts in excess of $2,000 awarded by non- federal entities must include a provision for compliance with the Davis-Bacon Act (40 U.S.C. § 3141-3144, and 3146-3148) as supplemented by Department of Labor regulations (29 C.F.R. § 5, “Labor Standards Provisions Applicable to Contracts Covering Federally Financed and Assisted Construction”). In accordance with the statute, contractors must be required to pay wages to laborers and mechanics at a rate not less than the prevailing wages specified in a wage determination made by the Secretary of Labor. In addition, contractors must be required to pay wages not less than once a week. The non-federal entity must place a copy of the current prevailing wage determination issued by the Department of Labor in each solicitation. The decision to award a contract or subcontract must be conditioned upon the acceptance of the wage determination. The non-federal entity must report all suspected or reported violations to the federal awarding agency. The contracts must also include a provision for compliance with the Copeland “Anti-Kickback” Act (40 U.S.C. § 3145), as supplemented by Department of Labor regulations (29 C.F.R. § 3, “Contractors and Subcontractors on Public Building or Public Work Financed in Whole or in Part by Loans or Grants from the United States”). The Act provides that each contractor or subrecipient must be prohibited from inducing, by any means, any person employed in the construction, completion, or repair of public work, to give up any part of the compensation to which he or she is otherwise entitled. The non-federal entity must report all suspected or reported violations to the federal awarding agency. Supplier must be in compliance with all applicable Davis-Bacon Act provisions. 







 




110421-CMW

Rev. 3/2021 15

C. CONTRACT WORK HOURS AND SAFETY STANDARDS ACT (40 U.S.C. § 3701-3708). Where applicable, all contracts awarded by the non-federal entity in excess of $100,000 that involve the employment of mechanics or laborers must include a provision for compliance with 40 U.S.C. §§ 3702 and 3704, as supplemented by Department of Labor regulations (29 C.F.R. § 5).

Under 40 U.S.C. § 3702 of the Act, each contractor must be required to compute the wages of every mechanic and laborer on the basis of a standard work week of 40 hours. Work in excess of the standard work week is permissible provided that the worker is compensated at a rate of not less than one and a half times the basic rate of pay for all hours worked in excess of 40 hours in the work week. The requirements of 40 U.S.C. § 3704 are applicable to construction work and provide that no laborer or mechanic must be required to work in surroundings or under working conditions which are unsanitary, hazardous or dangerous. These requirements do not apply to the purchases of supplies or materials or articles ordinarily available on the open market, or contracts for transportation or transmission of intelligence. This provision is hereby incorporated by reference into this Contract. Supplier certifies that during the term of an award for all contracts by Sourcewell resulting from this procurement process, Supplier must comply with applicable requirements as referenced above.

D. RIGHTS TO INVENTIONS MADE UNDER A CONTRACT OR AGREEMENT. If the federal award meets the definition of “funding agreement” under 37 C.F.R. § 401.2(a) and the recipient or subrecipient wishes to enter into a contract with a small business firm or nonprofit organization regarding the substitution of parties, assignment or performance of experimental, developmental, or research work under that “funding agreement,” the recipient or subrecipient must comply with the requirements of 37 C.F.R. § 401, “Rights to Inventions Made by Nonprofit Organizations and Small Business Firms Under Government Grants, Contracts and Cooperative Agreements,” and any implementing regulations issued by the awarding agency. Supplier certifies that during the term of an award for all contracts by Sourcewell resulting from this procurement process, Supplier must comply with applicable requirements as referenced above.

E. CLEAN AIR ACT (42 U.S.C. § 7401-7671Q.) AND THE FEDERAL WATER POLLUTION CONTROL ACT (33 U.S.C. § 1251-1387). Contracts and subgrants of amounts in excess of $150,000 require the non-federal award to agree to comply with all applicable standards, orders or regulations issued pursuant to the Clean Air Act (42 U.S.C. § 7401- 7671q) and the Federal Water Pollution Control Act as amended (33 U.S.C. § 1251- 1387). Violations must be reported to the Federal awarding agency and the Regional Office of the Environmental Protection Agency (EPA).

Supplier certifies that during the term of this Contract will comply with applicable requirements as referenced above.

F. DEBARMENT AND SUSPENSION (EXECUTIVE ORDERS 12549 AND 12689). A contract award (see 2 C.F.R. § 180.220) must not be made to parties listed on the government wide exclusions in the System for Award Management (SAM), in accordance with the OMB guidelines at 2 C.F.R. §180 that implement Executive Orders 12549 (3 C.F.R. § 1986 Comp., p. 189) and 12689 (3 C.F.R. § 1989 Comp., p. 235), “Debarment and Suspension.” SAM Exclusions contains the names 







 




110421-CMW

Rev. 3/2021 16

of parties debarred, suspended, or otherwise excluded by agencies, as well as parties declared ineligible under statutory or regulatory authority other than Executive Order 12549. Supplier certifies that neither it nor its principals are presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation by any federal department or agency.

G. BYRD ANTI-LOBBYING AMENDMENT, AS AMENDED (31 U.S.C. § 1352). Suppliers must file any required certifications. Suppliers must not have used federal appropriated funds to pay any person or organization for influencing or attempting to influence an officer or employee of any agency, a member of Congress, officer or employee of Congress, or an employee of a member of Congress in connection with obtaining any federal contract, grant, or any other award covered by 31 U.S.C. § 1352. Suppliers must disclose any lobbying with non-federal funds that takes place in connection with obtaining any federal award. Such disclosures are forwarded from tier to tier up to the non-federal award. Suppliers must file all certifications and disclosures required by, and otherwise comply with, the Byrd Anti-Lobbying Amendment (31 U.S.C. § 1352).

H. RECORD RETENTION REQUIREMENTS. To the extent applicable, Supplier must comply with the record retention requirements detailed in 2 C.F.R. § 200.333. The Supplier further certifies that it will retain all records as required by 2 C.F.R. § 200.333 for a period of 3 years after grantees or subgrantees submit final expenditure reports or quarterly or annual financial reports, as applicable, and all other pending matters are closed.

I. ENERGY POLICY AND CONSERVATION ACT COMPLIANCE. To the extent applicable, Supplier must comply with the mandatory standards and policies relating to energy efficiency which are contained in the state energy conservation plan issued in compliance with the Energy Policy and Conservation Act.

J. BUY AMERICAN PROVISIONS COMPLIANCE. To the extent applicable, Supplier must comply with all applicable provisions of the Buy American Act. Purchases made in accordance with the Buy American Act must follow the applicable procurement rules calling for free and open competition.

K. ACCESS TO RECORDS (2 C.F.R. § 200.336). Supplier agrees that duly authorized representatives of a federal agency must have access to any books, documents, papers and records of Supplier that are directly pertinent to Supplier’s discharge of its obligations under this Contract for the purpose of making audits, examinations, excerpts, and transcriptions. The right also includes timely and reasonable access to Supplier’s personnel for the purpose of interview and discussion relating to such documents.

L. PROCUREMENT OF RECOVERED MATERIALS (2 C.F.R. § 200.322). A non-federal entity that is a state agency or agency of a political subdivision of a state and its contractors must comply with Section 6002 of the Solid Waste Disposal Act, as amended by the Resource Conservation 







 




110421-CMW

Rev. 3/2021 17

and Recovery Act. The requirements of Section 6002 include procuring only items designated in guidelines of the Environmental Protection Agency (EPA) at 40 C.F.R. § 247 that contain the highest percentage of recovered materials practicable, consistent with maintaining a satisfactory level of competition, where the purchase price of the item exceeds $10,000 or the value of the quantity acquired during the preceding fiscal year exceeded $10,000; procuring solid waste management services in a manner that maximizes energy and resource recovery; and establishing an affirmative procurement program for procurement of recovered materials identified in the EPA guidelines.

M. FEDERAL SEAL(S), LOGOS, AND FLAGS. The Supplier not use the seal(s), logos, crests, or reproductions of flags or likenesses of Federal agency officials without specific pre-approval.

N. NO OBLIGATION BY FEDERAL GOVERNMENT. The U.S. federal government is not a party to this Contract or any purchase by an Participating Entity and is not subject to any obligations or liabilities to the Participating Entity, Supplier, or any other party pertaining to any matter resulting from the Contract or any purchase by an authorized user.

O. PROGRAM FRAUD AND FALSE OR FRAUDULENT STATEMENTS OR RELATED ACTS. The Contractor acknowledges that 31 U.S.C. 38 (Administrative Remedies for False Claims and Statements) applies to the Supplier’s actions pertaining to this Contract or any purchase by a Participating Entity.

P. FEDERAL DEBT. The Supplier certifies that it is non-delinquent in its repayment of any federal debt. Examples of relevant debt include delinquent payroll and other taxes, audit disallowance, and benefit overpayments.

Q. CONFLICTS OF INTEREST. The Supplier must notify the U.S. Office of General Services, Sourcewell, and Participating Entity as soon as possible if this Contract or any aspect related to the anticipated work under this Contract raises an actual or potential conflict of interest (as described in 2 C.F.R. Part 200). The Supplier must explain the actual or potential conflict in writing in sufficient detail so that the U.S. Office of General Services, Sourcewell, and Participating Entity are able to assess the actual or potential conflict; and provide any additional information as necessary or requested.

R. U.S. EXECUTIVE ORDER 13224. The Supplier, and its subcontractors, must comply with U.S.

Executive Order 13224 and U.S. Laws that prohibit transactions with and provision of resources and support to individuals and organizations associated with terrorism.

S. PROHIBITION ON CERTAIN TELECOMMUNICATIONS AND VIDEO SURVEILLANCE SERVICES OR EQUIPMENT. To the extent applicable, Supplier certifies that during the term of this Contract it will comply with applicable requirements of 2 C.F.R. § 200.216.









 




110421-CMW

Rev. 3/2021 18

T. DOMESTIC PREFERENCES FOR PROCUREMENTS. To the extent applicable, Supplier certifies that during the term of this Contract will comply with applicable requirements of 2 C.F.R. § 200.322.

22. CANCELLATION

Sourcewell or Supplier may cancel this Contract at any time, with or without cause, upon 60 days’ written notice to the other party. However, Sourcewell may cancel this Contract immediately upon discovery of a material defect in any certification made in Supplier’s Proposal. Cancellation of this Contract does not relieve either party of financial, product, or service obligations incurred or accrued prior to cancellation.

Sourcewell The Charles Machine Works, Inc.

By: __________________________ By: __________________________ Jeremy Schwartz Kevin Smith
Title: Chief Procurement Officer Ti tle: General Manager, Ditch Witch Construction

Date: ________________________

Date: ________________________

Approved:

By: __________________________
Chad Coauette
Title: Executive Director/CEO

Date: ________________________









 











 











5)33XEOLF8WLOLW\(TXLSPHQWZLWK5HODWHG$FFHVVRULHV DQG6XSSOLHV

9HQGRU'HWDLOV
&RPSDQ\1DPH
7KH&KDUOHV0DFKLQH:RUNV,QF
'RHV\RXUFRPSDQ\FRQGXFW
EXVLQHVVXQGHUDQ\RWKHUQDPH",I
\HVSOHDVHVWDWH

'LWFK:LWFK
$GGUHVV



:)LU$YH
3HUU\2.
&RQWDFW
0LNH6 SLOODUV
(PDLO
PLNHVSLOODUV#GLWFKZLWFKFRP
3KRQH


+67

6XEPLVVLRQ'HWDLOV
&UHDWHG2Q
0RQGD\6HSWHPEHU


6XEPLWWHG2Q
:HGQHVGD\1RYHPEHU


6XEPLWWHG%\
0LNH6SLOODUV
(PDLO
PLNHVSLOODUV#GLWFKZLWFKFRP
7UDQVDFWLRQ
DD
EEGEIEI

6XEPLWWHU
V,3$GGUHVV

Bid Number: RFP 110421 Vendor Name: The Charles Machine Works, Inc. 







 




6SHFLILFDWLRQV
7DEOH
3URSRVHU,GHQWLW\ $XWKRUL]HG5HSUHVHQWDWLYHV
*HQHUDO,QVWUXFWLRQV 
DSSOLHVWRDOO7DEOHV
6RXUFHZHOOSUHIHUVDEULHIEXWWKRURXJKUHVSRQVHWRHDFKTXHVWLRQ'RQRWPHUHO\DWWDFKDGGLWLRQDOGRFXPHQWVWR\RXU UHVSRQVHZLWKRXWDOVRSURYLGLQJDVXEVWDQWLYHUHVSRQVH'RQRWOHDYHDQVZHUVEODQN UHVSRQG³1$´LIWKHTXHVWLRQGRHVQRWDSSO\WR\RX
SUHIHUDEO\ZLWKDQ
H[SODQDWLRQ


/LQH
,WHP 4XHVWLRQ 5HVSRQVH 
 3URSRVHUௐ/HJDOௐ1DPHௐ
RQHௐOHJDOௐHQWLW\ௐRQO\

ௐௐ
,QௐWKHௐ
HYHQWௐRIௐDZDUGௐZLOOௐH[HFXWHௐWKHௐUHVXOWLQJௐFRQWUDFWௐ
DVௐ6XSSOLHU

7KHௐ&KDUOHVௐ0DFKLQHௐ:RUNVௐ,QF

 ,GHQWLI\ௐDOOௐVXEVLGLDU\ௐHQWLWLHVௐRIௐWKHௐ3URSRVHUௐZKRVHௐ HTXLSPHQWௐSURGXFWVௐRUௐVHUYLFHVௐDUHௐLQFOXGHGௐLQௐWKHௐ
3URSRVDO
+DPPHUKHDGௐ7UHQFKOHVVௐ$PHULFDQௐ$XJHUVௐ6XEVLWHௐ(OHFWURQLFV 
 ,GHQWLI\ௐDOOௐDSSOLFDEOHௐDVVXPHGௐQDPHVௐRUௐ'%$ௐQDPHVௐRIௐ WKHௐ3URSRVHUௐRUௐ3URSRVHU
VௐVXEVLGLDULHVௐLQௐ/LQHௐௐRUௐ
/LQHௐௐDERYH
'LWFKௐ:LWFKௐ+DPPHUKHDGௐ0ROHVௐ6XEVLWH

 3URSRVHUௐ3K\VLFDOௐ$GGUHVV


ௐ:HVWௐ)LUௐ$YH
3HUU\ௐ2.ௐ 
 3URSRVHUௐZHEVLWHௐDGGUHVVௐ
RUௐDGGUHVVHV

ZZZGLWF KZLWFKFRP 
 3URSRVHU
Vௐ$XWKRUL]HGௐ5HSUHVHQWDWLYHௐ
QDPHௐWLWOHௐ
DGGUHVVௐHPDLOௐDGGUHVVௐ ௐSKRQH
ௐ
7KHௐUHSUHVHQWDWLYHௐ
PXVWௐKDYHௐDXWKRULW\ௐWRௐVLJQௐWKHௐ³3URSRVHU¶Vௐ$VVXUDQFHௐ
RIௐ&RPSOLDQFH´ௐRQௐEHKDOIௐRIௐWKHௐ3URSRVHUௐDQGௐLQௐWKHௐ
HYHQWௐRIௐDZDUGௐZLOOௐEHௐH[SHFWHGௐWRௐH[HFXWHௐWKHௐUHVXOWLQJௐ

FRQWUDFW

.HYLQௐ6PLWK
*HQHUDOௐ0DQDJHUௐ'LWFKௐ:LWFKௐ&RQVWUXFWLRQ


ௐ:HVWௐ)LUௐ$YH
3HUU\ௐ2.ௐ
NVPLWK#GLWFKZLWFKFRP
3+
ௐ
ௐௐ

 3URSRVHU
VௐSULPDU\ௐFRQWDFWௐIRUௐWKLVௐSURSRVDOௐ
QDPHௐWLWOHௐ
DGGUHVVௐHPDLOௐDGGUHVVௐ ௐSKRQH

0LNHௐ6SLOODUV
&RUSRUDWHௐ$FFRXQWVௐ0DQDJHU


ௐ:HVWௐ)LUௐ$YH
3HUU\ௐ2.ௐ
PLNHVSLOODUV#GLWFKZLWFKFRP



 3URSRVHU
VௐRWKHUௐFRQWDFWVௐIRUௐWKLVௐSURSRVDOௐLIௐDQ\ௐ

QDPHௐWLWOHௐDGGUHVVௐHPDLOௐDGGUHVVௐ ௐSKRQH

7RGGௐ0LOOHU
6Uௐ,QVLGHௐ6DOHVௐ5HSUHVHQWDWLYH


ௐ:HVWௐ)LUௐ$YH
3HUU\ௐ2.ௐ
WRGGPLOOHU#GLWFKZLWFKFRP

7DEOH
&RPSDQ\,QIRUPDWLRQDQG)LQDQFLDO6WUHQJWK
/LQH
,WHP 4XHVWLRQ 5HVSRQVH 
Bid Number: RFP 110421 Vendor Name: The Charles Machine Works, Inc. 







 





3URYLGHௐDௐEULHIௐKLVWRU\ௐRIௐ\RXUௐFRPSDQ\ௐLQFOXGLQJௐ\RXUௐ FRPSDQ\¶VௐFRUHௐYDOXHVௐEXVLQHVVௐSKLORVRSK\ௐDQGௐ
LQGXVWU\ௐORQJHYLW\ௐUHODWHGௐWRௐWKHௐUHTXHVWHGௐHTXLSPHQWௐ SURGXFWVௐRUௐVHUYLFHV
7KHௐ&KDUOHVௐ0DFKLQHௐ:RUNVௐ
'LWFKௐ:LWFK
ௐZDVௐDௐSULYDWHO\ௐKHOGௐFRPSDQ\ௐIURPௐ

ௐXQWLOௐEHLQJௐ
DFTXLUHGௐE\ௐ7KHௐ7RURௐ&RPSDQ\ௐLQௐHDUO\ௐ
ௐDQGௐEHFDPHௐWKHௐ'LWFKௐ:LWFKௐGLYLVLRQௐRIௐ7RURௐௐௐௐ'LWFKௐ :LWFKŠௐLVௐWKHௐSUHPLHUௐPDQXIDFWXUHUௐRIௐ8QGHUJURXQGௐ&RQVWUXFWLRQௐ(TXLSPHQWௐWKDWௐDGGUHVVHVௐQHHGVௐLQௐ VHYHUDOௐPDUNHWVௐOLNHௐ8WLOLWLHVௐ8WLOLW\ௐ&RQWUDFWRUVௐ3LSHOLQHௐ&RQWUDFWRUVௐ7HOFRPௐ,QGXVWU\ௐ5HQWDOௐ,QGXVWU\ௐ *RYHUQPHQWௐDQGௐ,QIUDVWUXFWXUHௐWRௐQDPHௐDௐIHZௐ7KHௐSURGXFWVௐRIIHUHGௐDUHௐ7UHQFKHUVௐ9LEUDWRU\ௐ3ORZVௐ &RPSDFWௐ8WLOLW\ௐ(TXLSPHQWௐ'LUHFWLRQDOௐ'ULOOVௐ9DFXXPௐ([FDYDWLRQௐ+DPPHU+HDGŠௐ3QHXPDWLFௐ7RROVௐDVௐ ZHOOௐDVௐ6XEVLWHŠௐ8WLOLW\ௐ/RFDWLQJ+''ௐ*XLGDQFHௐ(OHFWURQLFVௐ :HௐLQYHQWHGௐWKHௐILUVWௐFRPSDFWௐXWLOLW\ௐOLQHௐWUHQFKHUௐ
ௐ\HDUVௐDJRௐDQGௐDUHௐSDUWQHUHGௐZLWKௐDௐVSHFLDOLVWௐ
'LWFKௐ:LWFKŠௐGHDOHUௐRUJDQL]DWLRQௐZKLFKௐLVௐWKHௐHQY\ௐRIௐWKHௐLQGXVWU\ௐ2XUௐYLVLRQௐLVௐWRௐSURYLGHௐWKHௐEHVWௐ VROXWLRQVௐIRUௐVXFFHVVௐLQௐWKHௐXQGHUJURXQGௐFRQVWUXFWLRQௐPDUNHWௐZRUOGZLGHௐE\ௐGHOLYHULQJௐDௐVXSHULRUௐ FXVWRPHUௐH[SHULHQFHௐ
2XUௐ&RUHௐ9DOXHVௐDUH
ௐௐ,QWHJULW\ௐDERYHௐDOOௐWKLQJV
ௐ3ULGHௐDVௐLQGLYLGXDOVௐDQGௐDௐFRPSDQ\
ௐ&DUHௐIRUௐRXUௐ
IDPLOLHVௐRXUௐIHOORZௐZRUNHUVௐRXUௐFRPPXQLW\ௐRXUௐFXVWRPHUVௐௐDQGௐWKHௐZRUOGௐLQௐZKLFKௐZHௐOLYH ௐ$ௐ
3LRQHHULQJௐ6SLULWௐWKDWௐGULYHVௐRXUௐDJJUHVVLYHQHVVௐDQGௐLQQRYDWLRQ 6LQFHௐLWVௐLQFHSWLRQௐWKHௐ&KDUOHVௐ0DFKLQHௐ:RUNVௐKDVௐUHPDLQHGௐIRFXVHGௐRQௐWKHௐXQGHUJURXQGௐXWLOLW\ௐ PDUNHWௐZKLOHௐZHௐZRUNHGௐWRௐFRQWLQXRXVO\ௐH[SDQGௐDQGௐVWUHQJWKHQௐRXUௐVXSSRUWௐRIௐWKLVௐPDUNHWௐE\ௐ FRQWLQXRXVO\ௐOHDGLQJௐWKHௐLQGXVWU\ௐLQௐXQGHUJURXQGௐHTXLSPHQWௐVXFKௐDVௐGLUHFWLRQDOௐGULOOVௐXQGHUJURXQGௐ PROHVௐDQGௐVXEௐWHUUDLQௐHOHFWURQLFV
$OOௐLIௐWKHௐ'LWFKௐ:LWFKௐSURGXFWVௐDUHௐPDQXIDFWXUHGௐDQGௐVKLSSHGௐIURPௐRXUௐPDQXIDFWXULQJௐIDFXOWLHVௐLQௐ3HUU\ௐ 2NODKRPDௐௐ$ௐODUJHௐPDMRULW\ௐRIௐWKHௐHPSOR\HHVௐDWௐ'LWFKௐ:LWFKௐOLYHௐLQௐDQGௐDURXQGௐWKHௐFRPPXQLW\ௐDQGௐ WKHUHIRUHௐZHௐWDNHௐSULGHௐLQௐWKHௐTXDOLW\ௐRIௐWKHௐSURGXFWVௐWKDWௐZHௐSURGXFH 2XUௐORQJHYLW\ௐLQௐWKHௐPDUNHWௐSODFHௐLVௐURRWHGௐLQௐRXUௐDELOLW\ௐWRௐIRUPௐDௐUHODWLRQVKLSௐEHWZHHQௐWKHௐIDFWRU\ௐ DQGௐRXUௐFXVWRPHUVௐE\ௐLQVXULQJௐWKDWௐRXUௐ5HJLRQௐ0DQDJHUVௐVSHQGௐDௐPLQLPXPௐRIௐWZRௐZHHNVௐSHUௐPRQWKௐ LQௐWKHௐILHOGௐZLWKௐRXUௐGHDOHUVௐWDONLQJௐDQGௐLQWHUDFWLQJௐZLWKௐRXUௐHQGௐFXVWRPHUVௐ2IௐFRXUVHௐWKLVௐVFKHGXOHௐ KDVௐEHHQௐKDPSHUHGௐZLWKௐ&RYLG
ௐWUDYHOௐUHVWULFWLRQௐLQௐWKHௐODVWௐௐPRQWKௐௐ:HௐZLOOௐKRZHYHUௐUHVXPHௐDௐ VLPLODUௐVFKHGXOHௐDVௐ&RYLGௐUHVWULFWLRQVௐHDVH
3OHDVHௐQRWHௐWKDWௐZKHUHௐSRVVLEOHௐDOOௐDQVZHUVௐDUHௐVSHFLILFௐWRௐ7KHௐ&KDUOHVௐ0DFKLQHௐ:RUNVௐ'LWFKௐ:LWFKௐ 6XEVLWHௐDQGௐ+DPPHUKHDGௐEUDQGVௐௐௐ+RZHYHUௐFHUWDLQௐDQVZHUVௐPXVWௐLQFOXGHௐ7KHௐ7RURௐ&RPSDQ\ௐௐௐ ([DPSOHVௐRIௐWKHVHௐDQVZHUVௐDUHௐLQௐTXHVWLRQVௐZKLFKௐDUHௐLQௐUHJDUGVௐWRௐௐEXWௐQRWௐOLPLWHGௐWRௐFRPSDQ\ௐ ILQDQFLDOௐVWDWHPHQWVௐPDUNHWௐVKDUHௐVXVWDLQDELOLW\ௐDZDUGVௐHWFௐௐ:HௐKDYHௐWULHGௐWRௐEHௐDVௐVSHFLILFௐDVௐ SRVVLEOHௐLQௐRXUௐDQVZHUV

 :KDWௐDUHௐ\RXUௐFRPSDQ\¶VௐH[SHFWDWLRQVௐLQௐWKHௐHYHQWௐRIௐ DQௐDZDUG"
7RௐFRQWLQXHௐWRௐJURZௐRXUௐEXVLQHVVௐZLWKௐPHPEHUVௐRIௐ6RXUFHZHOOௐDVௐZHௐKDYHௐGRQHௐZLWKௐRXUௐFXUUHQWௐ FRQWUDFWௐ
:HௐZRUNௐZLWKௐRXUௐQHWZRUNௐRIௐ'LWFKௐ:LWFKŠௐGHDOHUVௐDQGௐWKHLUௐVDOHVௐSHUVRQQHOௐWRௐSURPRWHௐWKHௐ 6RXUFHZHOOௐFRQWUDFWௐWRௐDOOௐ*RYHUQPHQWௐ(GXFDWLRQௐDQGௐ1RQ3URILWௐRUJDQL]DWLRQVௐZLWKLQௐWKHLUௐFRQWUDFWHGௐ DUHDVௐRIௐUHVSRQVLELOLW\ௐDQGௐWRௐLQFUHPHQWDOO\ௐJURZௐRXUௐVDOHVௐRIௐ'LWFKௐ:LWFKௐDQGௐUHODWHGௐSURGXFWVௐXVLQJௐ WKHௐ6RXUFHZHOOௐFRQWUDFW

 'HPRQVWUDWHௐ\RXUௐILQDQFLDOௐVWUHQJWKௐDQGௐVWDELOLW\ௐZLWKௐ PHDQLQJIXOௐGDWDௐ7KLVௐFRXOGௐLQFOXGHௐVXFKௐLWHPVௐDVௐ
ILQDQFLDOௐVWDWHPHQWVௐ6(&ௐILOLQJVௐFUHGLWௐDQGௐERQGௐ
UDWLQJVௐOHWWHUVௐRIௐFUHGLWௐDQGௐGHWDLOHGௐUHIHUHQFHௐOHWWHUVௐ 8SORDGௐVXSSRUWLQJௐGRFXPHQWVௐ
DVௐDSSOLFDEOH
ௐLQௐWKHௐ
GRFXPHQWௐXSORDGௐVHFWLRQௐRIௐ\RXUௐUHVSRQVH
7KHௐ&KDUOHVௐ0DFKLQHௐ:RUNVௐ
'LWFKௐ:LWFK
ௐLVௐDௐZKROO\ௐRZQHGௐVXEVLGLDU\ௐRIௐ7KHௐ7RURௐ&RPSDQ\ௐDQGௐDVௐ VXFKௐDWWDFKHGௐLVௐ7KHௐ7RURௐ&RPSDQ\
Vௐ)RUPௐ4ௐILOLQJௐZLWKௐWKHௐ8QLWHGௐ6WDWHVௐ6HFXULW\ௐDQGௐ([FKDQJHௐ &RPPLVVLRQௐௐ7KHௐILOLQJௐRIௐWKHௐ4XDUWHUO\ௐ5HSRUWௐ3XUVXDQWௐWRௐ6HFWLRQௐௐRUௐ G
ௐRIௐWKHௐ6HFXULWLHVௐ
([FKDQJHௐ$FWௐRIௐ

7KHௐ)RUPௐ4ௐLVௐDௐௐSDJHௐSXEOLFௐVWDWHPHQWௐRIௐILQDQFHVௐDQGௐRXWORRNௐRIௐRXUௐFRPSDQ\ௐௐ$ௐWKRURXJKௐ UHYLHZௐRIௐWKHௐILOLQJௐZLOOௐUHYHDOௐDௐFRPSDQ\ௐWKDWௐKDVௐDௐKLVWRU\ௐRIௐVWURQJௐILQDQFLDOௐSHUIRUPDQFHௐௐ7KHUHௐLVௐ DOVRௐDௐGHPRQVWUDWHGௐKLVWRU\ௐRIௐJURZLQJௐRXUௐEXVLQHVVௐERWKௐLQௐWHUPVௐRIௐRUJDQLFௐJURZWKௐDQGௐWKURXJKௐ DFTXLVLWLRQௐRIௐFRPSOHPHQWDU\ௐFRPSDQLHVௐWKDWௐZLOOௐHQKDQFHௐRXUௐFXUUHQWௐSURGXFWௐRIIHULQJV 
 :KDWௐLVௐ\RXUௐ86ௐPDUNHWௐVKDUHௐIRUௐWKHௐVROXWLRQVௐWKDWௐ \RXௐDUHௐSURSRVLQJ"
6LQFHௐRXUௐSDUHQWௐFRPSDQ\ௐ
7KHௐ7RURௐ&RPSDQ\
ௐLVௐSXEOLFO\ௐWUDGHGௐZHௐDUHௐQRWௐDOORZHGௐWRௐGLYXOJHௐ
PDUNHWௐVKDUHௐLQIRUPDWLRQௐௐௐௐௐ'LWFKௐ:LWFKௐKDVௐHQMR\HGௐDௐYHU\ௐKHDOWK\ௐPDUNHWௐVKDUHௐLQௐDOOௐRIௐWKHௐ PDUNHWVௐWKDWௐZHௐSDUWLFLSDWHௐDQGௐDUHௐRIIHULQJௐLQௐWKLVௐSURSRVDOௐ ௐ2XUௐPDUNHWௐVKDUHௐKDVௐOHGௐWKHௐQDPHௐRIௐ
'LWFKௐ:LWFKௐWRௐEHFRPHௐV\QRQ\PRXVௐZLWKௐWKHௐXQGHUJURXQGௐXWLOLW\ௐPDUNHW 
 :KDWௐLVௐ\RXUௐ&DQDGLDQௐPDUNHWௐVKDUHௐIRUௐWKHௐVROXWLRQVௐ WKDWௐ\RXௐDUHௐSURSRVLQJ"
6LQFHௐRXUௐSDUHQWௐFRPSDQ\ௐ
7KHௐ7RURௐ&RPSDQ\
ௐLVௐSXEOLFO\ௐWUDGHGௐZHௐDUHௐQRWௐDOORZHGௐWRௐGLYXOJHௐ
PDUNHWௐVKDUHௐLQIRUPDWLRQௐௐௐௐௐ'LWFKௐ:LWFKௐKDVௐHQMR\HGௐDௐYHU\ௐKHDOWK\ௐPDUNHWௐVKDUHௐLQௐDOOௐRIௐWKHௐ PDUNHWVௐWKDWௐZHௐSDUWLFLSDWHௐDQGௐDUHௐRIIHULQJௐLQௐWKLVௐSURSRVDOௐௐ2XUௐPDUNHWௐVKDUHௐKDVௐOHGௐWKHௐQDPHௐRIௐ 'LWFKௐ:LWFKௐWRௐEHFRPHௐV\QRQ\PRXVௐZLWKௐWKHௐXQGHUJURXQGௐXWLOLW\ௐPDUNHW 
 +DVௐ\RXUௐEXVLQHVVௐHYHUௐSHWLWLRQHGௐIRUௐEDQNUXSWF\ௐ
SURWHFWLRQ"ௐ,IௐVRௐH[SODLQௐLQௐGHWDLO
12 
 +RZௐLVௐ\RXUௐRUJDQL]DWLRQௐEHVWௐGHVFULEHG
ௐLVௐLWௐDௐ
PDQXIDFWXUHUௐDௐGLVWULEXWRUGHDOHUUHVHOOHUௐRUௐDௐVHUYLFHௐ SURYLGHU"ௐௐ$QVZHUௐZKLFKHYHUௐTXHVWLRQௐ
HLWKHUௐD
ௐRUௐE
ௐ
MXVWௐEHORZ
ௐEHVWௐDSSOLHVௐWRௐ\RXUௐRUJDQL]DWLRQ
D
ௐௐௐௐ,Iௐ\RXUௐFRPSDQ\ௐLVௐEHVWௐGHVFULEHGௐDVௐDௐ
GLVWULEXWRUGHDOHUUHVHOOHUௐ
RUௐVLPLODUௐHQWLW\
ௐSURYLGHௐ\RXUௐ
ZULWWHQௐDXWKRUL]DWLRQௐWRௐDFWௐDVௐDௐ
GLVWULEXWRUGHDOHUUHVHOOHUௐIRUௐWKHௐPDQXIDFWXUHUௐRIௐWKHௐ SURGXFWVௐSURSRVHGௐLQௐWKLVௐ5)3ௐ,IௐDSSOLFDEOHௐLVௐ\RXUௐ
GHDOHUௐQHWZRUNௐLQGHSHQGHQWௐRUௐFRPSDQ\ௐRZQHG"
E
ௐௐௐௐ,Iௐ\RXUௐFRPSDQ\ௐLVௐEHVWௐGHVFULEHGௐDVௐDௐ
PDQXIDFWXUHUௐRUௐVHUYLFHௐSURYLGHUௐGHVFULEHௐ\RXUௐ
UHODWLRQVKLSௐZLWKௐ\RXUௐVDOHVௐDQGௐVHUYLFHௐIRUFHௐDQGௐZLWKௐ \RXUௐGHDOHUௐQHWZRUNௐLQௐGHOLYHULQJௐWKHௐSURGXFWVௐDQGௐ
VHUYLFHVௐSURSRVHGௐLQௐWKLVௐ5)3ௐ$UHௐWKHVHௐLQGLYLGXDOVௐ
\RXUௐHPSOR\HHVௐRUௐWKHௐHPSOR\HHVௐRIௐDௐWKLUGௐSDUW\"
7KHௐ&KDUOHVௐ0DFKLQHௐ:RUNVௐ,QFௐ
'LWFKௐ:LWFK
ௐLVௐEHVWௐGHVFULEHGௐDVௐDௐ0DQXIDFWXUHU
:HௐKDYHௐSURJUDPVௐLQௐSODFHௐWKDWௐDUHௐQDWLRQDOௐLQௐVFRSHௐLQௐZKLFKௐRXUௐVSHFLDOLVWௐ'LWFKௐ:LWFKŠௐGHDOHUVKLSௐ RUJDQL]DWLRQௐSUHSVௐDQGௐGHOLYHUVௐWKHௐHTXLSPHQWௐWRௐDௐFXVWRPHUௐZKRௐKDVௐSXUFKDVHGௐWKURXJKௐWKHௐSURJUDPௐ :HௐLQYRLFHௐWKHௐ6RXUFHZHOOௐFXVWRPHUௐIURPௐWKHௐPDQXIDFWXUHUௐDQGௐIXQGௐRXUௐGHDOHUVௐIRUௐWKHௐVDOHௐRIௐWKHௐ HTXLSPHQWௐௐ2XUௐGHDOHUVௐDUHௐSULYDWHௐHQWLWLHVௐDQGௐDVௐVXFKௐORFDOௐVDOHVௐDQGௐVHUYLFHௐௐSURIHVVLRQDOVௐDUHௐ HPSOR\HGௐE\ௐWKHௐORFDOௐGHDOHUVௐௐௐௐௐ7KDWௐVDLGௐ'LWFKௐ:LWFKௐKDVௐ5HJLRQௐ6DOHVௐ0DQDJHUVௐDQGௐ6HUYLFHௐ 0DQDJHUVௐWKDWௐZRUNௐFORVHO\ௐZLWKௐWKHௐORFDOௐGHDOHUௐDQGௐFXVWRPHUVௐLQௐDOOௐDUHDVௐRIௐVDOHVௐDQGௐVHUYLFHௐRIௐ RXUௐHTXLSPHQW 
Bid Number: RFP 110421 Vendor Name: The Charles Machine Works, Inc. 







 




 ,IௐDSSOLFDEOHௐSURYLGHௐDௐGHWDLOHGௐH[SODQDWLRQௐRXWOLQLQJௐ WKHௐOLFHQVHVௐDQGௐFHUWLILFDWLRQVௐWKDWௐDUHௐERWKௐUHTXLUHGௐWRௐ EHௐKHOGௐDQGௐDFWXDOO\ௐKHOGௐE\ௐ\RXUௐRUJDQL]DWLRQௐ

LQFOXGLQJௐWKLUGௐSDUWLHVௐDQGௐVXEFRQWUDFWRUVௐWKDWௐ\RXௐXVH ௐ
LQௐSXUVXLWௐRIௐWKHௐEXVLQHVVௐFRQWHPSODWHGௐE\ௐWKLVௐ5)3
'LWFKௐ:LWFKௐIDPLO\ௐRIௐSURGXFWVௐDUHௐGHVLJQHGௐDQGௐEXLOWௐLQௐWKHௐ8QLWHGௐ6WDWHVௐDQGௐDUHௐEXLOWௐWRௐFRPSO\ௐ ZLWKௐDOOௐDSSOLFDEOHௐYROXQWDU\ௐVDIHW\ௐDQGௐHQYLURQPHQWDOௐVWDQGDUGVௐௐ7KLVௐLQFOXGHVௐ,62ௐ&RQVWUXFWLRQௐ (TXLSPHQWௐ([KDXVWௐDQGௐ(YDSRUDWLYHௐVWDQGDUGVௐVHWௐE\ௐWKHௐ(3$ௐ (QYLURQPHQWDOௐ3URWHFWLRQௐ$JHQF\
ௐDQGௐ
WKHௐ&DOLIRUQLDௐ$LUௐ5HVRXUFHVௐ%RDUGௐ
&$5%
ௐௐ
7KHௐ&KDUOHVௐ0DFKLQHௐ:RUNVௐKDVௐDௐPDQXIDFWXUHU¶VௐOLFHQVHௐLQௐRXUௐKRPHௐVWDWHௐRIௐ2NODKRPDௐDVௐZHOOௐDVௐ DௐOLFHQVHௐWRௐVHOOௐXVHGௐYHKLFOHVௐௐௐ:HௐDOVRௐKROGௐOLFHQVHVௐWRௐVHOOௐYHKLFOHVௐLQௐWKHௐIROORZLQJௐVWDWHVௐௐௐ $UL]RQDௐ&DOLIRUQLDௐ1HEUDVNDௐ8WDKௐ7HQQHVVHHௐ)ORULGDௐDQGௐ2KLRௐௐௐ)RUௐRXUௐSURGXFWVௐWKDWௐDUHௐVROGௐ ZLWKௐWUDLOHUVௐZHௐKROGௐDௐQHZௐDQGௐXVHGௐWUDLOHUௐGHDOHUௐOLFHQVHௐLQௐWKHௐ6WDWHௐRIௐ2NODKRPD ,1ௐDGGLWLRQௐWRௐWKHௐOLFHQVHVௐRZQHGௐE\ௐ7KHௐ&KDUOHVௐ0DFKLQHௐ:RUNVௐWKHௐFRQWUDFWHGௐ'LWFKௐ:LWFKௐGHDOHUVௐ DOOௐKROGௐWKHௐDSSURSULDWHௐOLFHQVHVௐDQGௐFHUWLILFDWLRQVௐQHFHVVDU\ௐWRௐVHOOௐDQGௐVHUYLFHௐWKHௐ&KDUOHVௐ0DFKLQHௐ ZRUNVௐIDPLO\ௐRIௐSURGXFWVௐLQௐWKHௐ6WDWHVௐDQGௐ3URYLQFHVௐIRUௐZKLFKௐWKH\ௐLQGHSHQGHQWO\ௐRSHUDWHௐௐ 'LWFKௐ:LWFKௐDOVRௐUHTXLUHVௐLWVௐIDFWRU\ௐVDOHVௐSHUVRQQHOௐDQGௐGHDOHUௐVDOHVௐSHUVRQQHOௐWRௐFRPSOHWHௐDௐYHU\ௐ UREXVWௐVDOHVௐDQGௐVHUYLFHௐVFKRROVௐYLDௐWKHௐ'LWFKௐ:LWFKௐ&HUWLILHGௐ7UDLQLQJௐ3URJUDPV 
 3URYLGHௐDOOௐ³6XVSHQVLRQௐRUௐ'HEDUPHQW´ௐLQIRUPDWLRQௐWKDWௐ KDVௐDSSOLHGௐWRௐ\RXUௐRUJDQL]DWLRQௐGXULQJௐWKHௐSDVWௐWHQௐ
\HDUV
7KHௐ&KDUOHVௐ0DFKLQHௐ:RUNVௐKDVௐQRWௐEHHQௐXQGHUௐDQ\ௐVXVSHQVLRQௐRUௐGHEDUPHQWௐLQௐWKHௐSDVWௐௐ\HDUV 
7DEOH
,QGXVWU\5HFRJQLWLRQ 0DUNHWSODFH6XFFHVV
/LQH
,WHP 4XHVWLRQ 5HVSRQVH 
Bid Number: RFP 110421 Vendor Name: The Charles Machine Works, Inc. 







 




 'HVFULEHௐDQ\ௐUHOHYDQWௐLQGXVWU\ௐDZDUGVௐRUௐUHFRJQLWLRQௐ WKDWௐ\RXUௐFRPSDQ\ௐKDVௐUHFHLYHGௐLQௐWKHௐSDVWௐILYHௐ\HDUV
'LWFKௐ:LWFKௐ$ZDUGVௐ
ௐ,QQRYDWLYHௐ,URQௐ$ZDUGௐ&RPSDFWௐ(TXLSPHQW
ௐ&;6HULHVௐZDONEHKLQGௐWUHQFKHU
‡ௐௐௐௐ7KHௐ&;6HULHVௐZDONEHKLQGௐWUHQFKHUௐOLQHௐZDVௐVHOHFWHGௐDVௐDௐZLQQHUௐRIௐ &RPSDFWௐ(TXLSPHQWௐ0DJD]LQH¶Vௐ,QQRYDWLYHௐ,URQௐ$ZDUGௐIRUௐLWVௐFXWWLQJHGJHௐVKRUWௐWUDFNORQJௐWUDFNௐGHVLJQ ௐ(GLWRU¶Vௐ&KRLFHௐ$ZDUGௐ5HQWDOௐ0DJD]LQH
ௐ&;6HULHVௐZDONEHKLQGௐWUHQFKHU
‡ௐௐௐௐ7KHௐ&;6HULHVௐZDONEHKLQGௐWUHQFKHUௐOLQHௐZDVௐVHOHFWHGௐIRUௐDQௐ(GLWRU¶Vௐ&KRLFHௐ$ZDUGௐIRUௐLWVௐ 0DJD]LQH¶Vௐ,QQRYDWLYHௐ,URQௐ$ZDUGௐIRUௐLWVௐVKRUWௐWUDFNORQJௐWUDFNௐGHVLJQ ௐ&RQWUDFWRU¶Vௐ7RSௐௐ1HZௐ3URGXFWVௐ$ZDUGௐ(TXLSPHQWௐ7RGD\ ௐ6.ௐVWDQGRQௐVNLGௐVWHHU
‡ௐௐௐௐ7KHௐ6.ௐZDVௐVHOHFWHGௐDVௐRQHௐRIௐWKHௐWRSௐௐQHZௐSURGXFWVௐIRUௐFRQWUDFWRUVௐRIௐௐE\ௐ (TXLSPHQWௐ7RGD\ௐZKLFKௐFLWHGௐWKHௐPDFKLQH¶VௐFRQVWUXFWLRQJUDGHௐGXUDELOLW\ௐDQGௐKLJKௐRSHUDWLQJௐFDSDFLW\ௐ FRPSDUHGௐWRௐVLPLODUௐPRGHOV
ௐ,QQRYDWLYHௐ,URQௐ$ZDUGௐ&RPSDFWௐ(TXLSPHQW
ௐ6.ௐVWDQGRQௐVNLGௐVWHHU
‡ௐௐௐௐ7KHௐ6.ௐZDVௐVHOHFWHGௐDVௐDQௐ,QQRYDWLYHௐ,URQௐ$ZDUGௐZLQQHUௐIURPௐ&RPSDFWௐ(TXLSPHQWௐGXHௐWRௐ WKHௐPDFKLQH¶VௐH[FHSWLRQDOௐSRZHUௐFRPSDUHGௐWRௐVLPLODUௐPRGHOV ௐ$EERWௐ0RVWௐ,QQRYDWLYHௐ3URGXFWௐ$ZDUGௐ1$677
ௐ-7ௐKRUL]RQWDOௐGLUHFWLRQDOௐGULOO
‡ௐௐௐௐ7KHௐ-7ௐKRUL]RQWDOௐGLUHFWLRQDOௐGULOOௐZDVௐVHOHFWHGௐE\ௐWKHௐ1$677ௐDVௐWKHௐPRVWௐLQQRYDWLYHௐQHZௐ SURGXFWௐRIௐ
ௐ(GLWRU¶Vௐ&KRLFHௐ$ZDUGௐ5HQWDOௐ0DJD]LQH
ௐ6.ௐVWDQGRQௐVNLGௐVWHHU
‡ௐௐௐௐ7KHௐ6.ௐZDVௐVHOHFWHGௐE\ௐ5HQWDOௐ0DJD]LQHௐDVௐDQௐHGLWRU¶VௐFKRLFHௐDZDUGௐZLQQHUௐIRUௐLWVௐEHVW LQFODVVௐRSHUDWLQJௐFDSDFLW\ௐDQGௐFRQVWUXFWLRQJUDGHௐGXUDELOLW\ 7ZHQW\ௐIRUௐௐ$ZDUGௐ:LQQHUௐ/DQGVFDSHௐ%XVLQHVV
ௐ6.ௐVWDQGRQௐVNLGௐVWHHU
‡ௐௐௐௐ7KHௐ6.ௐZDVௐVHOHFWHGௐDVௐRQHௐRIௐWKHௐௐWRSௐQHZௐSURGXFWVௐRIௐௐLQௐWKHௐODQGVFDSLQJௐ LQGXVWU\
ௐ&RQWUDFWRU¶Vௐ7RSௐௐ1HZௐ3URGXFWVௐ$ZDUGௐ(TXLSPHQWௐ7RGD\ ௐ6.ௐVWDQGRQௐVNLGௐVWHHU
‡ௐௐௐௐ7KHௐ6.ௐZDVௐVHOHFWHGௐDVௐRQHௐRIௐWKHௐWRSௐௐQHZௐSURGXFWVௐIRUௐFRQWUDFWRUVௐRIௐௐE\ௐ (TXLSPHQWௐ7RGD\ௐGXHௐWRௐLWVௐEHVWLQFODVVௐRSHUDWLQJௐFDSDFLW\ ௐ%LJௐ,URQௐ'HDOHUௐ$ZDUGௐ)LQDOLVWௐ(TXLSPHQWௐ:RUOG
ௐ'LWFKௐ:LWFKௐRIௐ2NODKRPDௐ$UNDQVDVௐDQGௐWKHௐ
5RFNLHV
‡ௐௐௐௐ'LWFKௐ:LWFKௐRIௐ2NODKRPDௐ$UNDQVDVௐDQGௐWKHௐ5RFNLHVௐZDVௐQDPHGௐDVௐDௐILQDOLVWௐIRUௐWKHௐ%LJௐ,URQௐ 'HDOHUௐ$ZDUGௐIURPௐ(TXLSPHQWௐ7RGD\ௐ7KHௐDZDUGௐKRQRUVௐWKHௐWRSௐHTXLSPHQWௐGHDOHUVௐLQௐWKHௐFRXQWU\ௐIRUௐ FRPPXQLW\ௐHQJDJHPHQWௐFXVWRPHUௐHGXFDWLRQௐVWDIIௐWUDLQLQJௐDQGௐPDUNHWLQJௐLQLWLDWLYHVௐDORQJௐZLWKௐVDOHVௐ UHQWDOௐDQGௐVHUYLFHௐSHUIRUPDQFH

ௐ,QQRYDWLYHௐ,URQௐ$ZDUGௐ,QQRYDWLYHௐ,URQௐ$ZDUG
ௐ6.ௐIXOOVL]HௐVWDQGRQௐVNLGௐVWHHU
‡ௐௐௐௐ7KHௐ6.ௐIXOOVL]HௐVWDQGRQௐVNLGௐVWHHUௐZDVௐQDPHGௐDVௐDQௐ,QQRYDWLYHௐ,URQௐ$ZDUGௐZLQQHUௐIURPௐ &RPSDFWௐ(TXLSPHQWௐZKLFKௐFLWHGௐWKHௐPDFKLQHV¶ௐEHVWLQFODVVௐRSHUDWLQJௐFDSDFLW\ 
ௐ%LJௐ,URQௐ'HDOHUௐ$ZDUGௐ)LQDOLVWௐ(TXLSPHQWௐ:RUOG
ௐ2UDQJHௐ3RZHUௐ*URXSௐ'LWFKௐ:LWFKௐ'HDOHUVKLS
‡ௐௐௐௐ7KHௐ2UDQJHௐ3RZHUௐ*URXSௐZDVௐQDPHGௐDVௐDௐILQDOLVWௐIRUௐWKHௐ%LJௐ,URQௐ'HDOHUௐ$ZDUGௐIURPௐ (TXLSPHQWௐ7RGD\ௐ7KHௐDZDUGௐKRQRUVௐWKHௐWRSௐHTXLSPHQWௐGHDOHUVௐLQௐWKHௐFRXQWU\ௐIRUௐFRPPXQLW\ௐ HQJDJHPHQWௐFXVWRPHUௐHGXFDWLRQௐVWDIIௐWUDLQLQJௐDQGௐPDUNHWLQJௐLQLWLDWLYHVௐDORQJௐZLWKௐVDOHVௐUHQWDOௐDQGௐ VHUYLFHௐSHUIRUPDQFH

ௐ(GLWRU¶Vௐ&KRLFHௐ$ZDUGௐ*UHHQௐ,QGXVWU\ௐ3URV
ௐ'LWFKௐ:LWFKௐ)DPLO\ௐRIௐ6.V
‡ௐௐௐௐ7KHௐ'LWFKௐ:LWFKௐOLQHௐRIௐVWDQGRQௐVNLGௐVWHHUVௐZDVௐVHOHFWHGௐE\ௐ*UHHQௐ ,QGXVWU\ௐ3URVௐIRUௐDௐ
ௐ(GLWRU¶Vௐ&KRLFHௐ$ZDUG
7ZHQW\ௐIRUௐௐ$ZDUGௐ/DQGVFDSHௐ%XVLQHVV
ௐ6.ௐIXOOVL]HௐVWDQGRQௐVNLGௐVWHHU
‡ௐௐௐௐ7KHௐ6.ௐZDVௐVHOHFWHGௐDVௐRQHௐRIௐWKHௐௐWRSௐQHZௐSURGXFWVௐRIௐௐLQௐWKHௐODQGVFDSLQJௐ LQGXVWU\
ௐ(GLWRU¶Vௐ&KRLFHௐ$ZDUGௐ*UHHQௐ,QGXVWU\ௐ3URV
ௐ6.ௐIXOOVL]HௐVWDQGRQௐVNLGௐVWHHU
‡ௐௐௐௐ7KHௐ6.ௐZDVௐVHOHFWHGௐE\ௐ*UHHQௐ,QGXVWU\ௐ3URVௐIRUௐDௐ ௐ(GLWRU¶Vௐ&KRLFHௐ$ZDUG
ௐ(GLWRU¶Vௐ&KRLFHௐ$ZDUGௐ5HQWDOௐ0DJD]LQH
ௐ6.ௐIXOOVL]HௐVWDQGRQௐVNLGௐVWHHU
‡ௐௐௐௐ5HQWDOௐ0DJD]LQHௐVHOHFWHGௐWKHௐ6.ௐDVௐDQௐHGLWRU¶VௐFKRLFHௐDZDUGௐZLQQHUௐIRUௐௐKRQRULQJௐ WKHௐ\HDU¶VௐWRSௐSURGXFWVௐLQௐWKHௐUHQWDOௐLQGXVWU\
ௐ$EERWௐ0RVWௐ,QQRYDWLYHௐ3URGXFWௐ$ZDUGௐ1$677
ௐ-7ௐKRUL]RQWDOௐGLUHFWLRQDOௐGULOO
‡ௐௐௐௐ7KHௐ-7ௐZDVௐVHOHFWHGௐE\ௐWKHௐ1$677ௐDVௐRQHௐRIௐWKUHHௐILQDOLVWVௐIRUௐWKHௐPRVWௐLQQRYDWLYHௐQHZௐ SURGXFWௐRIௐ


:KDWௐSHUFHQWDJHௐRIௐ\RXUௐVDOHVௐDUHௐWRௐWKHௐ
JRYHUQPHQWDOௐVHFWRUௐLQௐWKHௐSDVWௐWKUHHௐ\HDUV
$VௐDௐSXEOLFO\ௐWUDGHGௐFRPSDQ\ௐRXUௐSDUHQWௐFRPSDQ\ௐ7KHௐ7RURௐ&RPSDQ\ௐFRQVLGHUVௐWKLVௐW\SHௐRIௐ FXVWRPHUௐLQIRUPDWLRQௐDVௐFRQILGHQWLDOௐௐௐௐ+RZHYHUௐSHUௐRXUௐSXEOLFO\ௐILOHGௐ)RUPௐ4ௐUHYHQXHVௐWKURXJKௐ 4ௐIRUௐ)<ௐௐE\ௐPDUNHWௐVHJPHQWௐDUHௐDVௐIROORZV
1HWௐ6DOHVௐE\ௐ6HJPHQW
ௐௐ3URIHVVLRQDOௐௐௐ5HVLGHQWLDOௐௐ2WKHUௐ

 :KDWௐSHUFHQWDJHௐRIௐ\RXUௐVDOHVௐDUHௐWRௐWKHௐHGXFDWLRQௐ
VHFWRUௐLQௐWKHௐSDVWௐWKUHHௐ\HDUV
$VௐDௐSXEOLFO\ௐWUDGHGௐFRPSDQ\ௐRXUௐSDUHQWௐFRPSDQ\ௐ7KHௐ7RURௐ&RPSDQ\ௐFRQVLGHUVௐWKLVௐW\SHௐRIௐ FXVWRPHUௐLQIRUPDWLRQௐDVௐFRQILGHQWLDOௐௐௐௐ+RZHYHUௐSHUௐRXUௐSXEOLFO\ௐILOHGௐ)RUPௐ4ௐUHYHQXHVௐWKURXJKௐ 4ௐIRUௐ)<ௐௐE\ௐPDUNHWௐVHJPHQWௐDUHௐDVௐIROORZV
1HWௐ6DOHVௐE\ௐ6HJPHQW
ௐௐ3URIHVVLRQDOௐௐௐ5HVLGHQWLDOௐௐ2WKHUௐ

 /LVWௐDQ\ௐVWDWHௐSURYLQFLDOௐRUௐFRRSHUDWLYHௐSXUFKDVLQJௐ FRQWUDFWVௐWKDWௐ\RXௐKROGௐ:KDWௐLVௐWKHௐDQQXDOௐVDOHVௐ
YROXPHௐIRUௐHDFKௐRIௐWKHVHௐFRQWUDFWVௐRYHUௐWKHௐSDVWௐWKUHHௐ \HDUV"
6RXUFHZHOOௐ3XEOLFௐ8WLOLW\ௐ&RQWUDFWௐLVௐWKHௐRQO\ௐ&RRSHUDWLYHௐFRQWUDFWௐDZDUGHGௐWRௐ7KHௐ&KDUOHVௐ0DFKLQHௐ :RUNVௐௐௐௐ+RZHYHUௐRXUௐSURGXFWVௐDUHௐVROGௐWKRXJKௐERWKௐDQௐ+*$&ௐDQGௐ%X\ௐ%RDUGௐFRQWUDFWௐWKDWௐLVௐ DGPLQLVWHUHGௐE\ௐDௐWKLUGௐSDUW\ௐZKRௐKDQGOHVௐWKHௐSULFLQJௐTXRWLQJௐLQYRLFLQJௐDQGௐDQ\ௐDXGLWVௐ UHTXHVWHGௐௐௐௐ6RXUFHZHOOௐLVௐRXUௐSUHPLHUௐFRRSHUDWLYHௐFRQWUDFWௐDQGௐLVௐWKHௐRQO\ௐFRQWUDFWௐWKDWௐ'LWFKௐ :LWFKௐௐFRQGXFWVௐGHDOHUௐWUDLQLQJௐDQGௐPDUNHWVௐZLWKௐRXUௐGHDOHUௐQHWZRUN 1RWH
ௐ$VௐDௐSXEOLFO\ௐWUDGHGௐFRPSDQ\ௐWKHௐGHWDLOHGௐVDOHVௐLQIRUPDWLRQௐIRUௐHDFKௐFRQWUDFWௐLVௐFRQVLGHUHGௐ FRQILGHQWLDO

Bid Number: RFP 110421 Vendor Name: The Charles Machine Works, Inc. 







 




 /LVWௐDQ\ௐ*6$ௐFRQWUDFWVௐRUௐ6WDQGLQJௐ2IIHUVௐDQGௐ6XSSO\ௐ $UUDQJHPHQWVௐ
626$
ௐWKDWௐ\RXௐKROGௐ:KDWௐLVௐWKHௐ
DQQXDOௐVDOHVௐYROXPHௐIRUௐHDFKௐRIௐWKHVHௐFRQWUDFWVௐRYHUௐ
WKHௐSDVWௐWKUHHௐ\HDUV"
7KHௐ&KDUOHVௐ0DFKLQHௐ:RUNVௐGRHVௐQRWௐKROGௐDௐ*6$ௐFRQWUDFWௐEXWௐOLNHௐ+*$&ௐDQGௐ%X\ௐ%RDUGௐRXUௐ SURGXFWVௐDUHௐVROGௐRQௐDௐ*6$ௐFRQWUDFWௐWKDWௐLVௐDGPLQLVWHUHGௐWKURXJKௐDௐWKLUGௐSDUW\ௐௐௐ 1RWH
ௐ$VௐDௐSXEOLFO\ௐWUDGHGௐFRPSDQ\ௐWKHௐGHWDLOHGௐVDOHVௐLQIRUPDWLRQௐIRUௐHDFKௐFRQWUDFWௐLVௐFRQVLGHUHGௐ FRQILGHQWLDO

7DEOH
5HIHUHQFHV7HVWLPRQLDOV
/LQH,WHP 6XSSO\UHIHUHQFHLQIRUPDWLRQIURPWKUHHFXVWRPHUVZKRDUHHOLJLEOHWREH6RXUFHZHOOSDUWLFLSDWLQJHQWLWLHV (QWLW\1DPH
&RQWDFW1DPH
3KRQH1XPEHU
&LW\ௐRIௐ%HUWKRXG %UDQGRQௐ.HHJDQ

 
&LW\ௐRIௐ-HIIHUVRQYLOOH - RKQௐ:DOOLQJ  
$XJXVWDௐ&RXQW\ௐ6HUYLFHௐ$XWKRULW\ &KXFNௐ%XWOHU 
 
7DEOH
7RS)LYH*RYHUQPHQWRU(GXFDWLRQ&XVWRPHUV
/LQH,WHP 3URYLGHDOLVWRI\RXUWRSILYHJRYHUQPHQWHGXFDWLRQRUQRQSURILWFXVWRPHUV HQWLW\QDPHLVRSWLRQDO
LQFOXGLQJHQWLW\W\SHWKHVWDWHRUSURYLQFHWKH
HQWLW\LVORFDWHGLQVFRSHRIWKHSURMHFW
V
VL]HRIWUDQVDFWLRQ
V
DQGGROODUYROXPHVIURPWKHSDVWWKUHH\HDUV
(QWLW\1DPH (QWLW\7\SH 
6WDWH3URYLQFH
6FRSHRI:RUN
6L]HRI7UDQVDFWLRQV
'ROODU9ROXPH3DVW7KUHH
<HDUV
&RQILGHQWLDO *RYHUQPHQW 7H[DV7; 0DFKLQHVௐSXUFKDVHGௐIRUௐ8WLOLW\ௐ ,QVWDOODWLRQV0DLQWHQDQFH
ௐ8QLWV 
 
&RQILGHQWLDO *RYHUQPHQW 1RUWK&DUROLQD 1& 0DFKLQHVௐSXUFKDVHGௐIRU ௐ8WLOLW\ௐ ,QVWDOODWLRQV0DLQWHQDQFH
ௐ8QLWV  
&RQILGHQWLDO *RYHUQPHQW 7 HQQHVVHH71 0DFKLQHVௐSXUFKDVHGௐIRUௐ8WLOLW\ௐ ,QVWDOODWLRQV0DLQWHQDQFH
ௐ8QLWV  
&RQILGHQWLDO *RYHUQPHQW $ODEDPD$/ 0DFKLQHVௐSXUFKDVHGௐIRUௐ8WLOLW \ௐ ,QVWDOODWLRQV0DLQWHQDQFHௐDQGௐRWKHUௐPLVFௐ
PXQLFLSDOௐZRUN
ௐ8QLWV 


&RQILGHQWLDO *RYHUQPHQW :DV KLQJWRQ:$ 0DFKLQHVௐSXUFKDVHGௐIRUௐ8WLOLW\ௐ ,QVWDOODWLRQV0DLQWHQDQFH
ௐ8QLWV 
 
Bid Number: RFP 110421 Vendor Name: The Charles Machine Works, Inc. 







 




7DEOH
$ELOLW\WR6HOODQG'HOLYHU6HUYLFH
'HVFULEH\RXUFRPSDQ\¶VFDSDELOLW\WRPHHWWKHQHHGVRI6RXUFHZHOOSDUWLFLSDWLQJHQWLWLHVDFURVVWKH86DQG&DQDGDDVDSSOLFDEOH<RXUUHVSRQVHVKRXOGDGGUHVV LQGHWDLODWOHDVWWKHIROORZLQJDUHDV
ORFDWLRQVRI\RXUQHWZRUNRIVDOHVDQGVHUYLFHSURYLGHUVWKHQXPEHURIZRUNHUV IXOOWLPHHTXLYDOHQWV
LQYROYHGLQHDFKVHFWRU
ZKHWKHUWKHVHZRUNHUVDUH\RXUGLUHFWHPSOR\HHV
RUHPSOR\HHVRIDWKLUGSDUW\
DQGDQ\RYHUODSEHWZHHQWKHVDOHVDQGVHUYLFHIXQFWLRQV /LQH
,WHP 4XHVWLRQ 5HVSRQVH 
 6DOHVௐIRUFH 7KHௐ'LWFKௐ:LWFKŠௐ)DFWRU\ௐKDVௐௐVDOHVௐSURGXFWௐVS HFLDOLVWVௐDQGௐPDUNHWLQJௐSHUVRQQHOௐZKRௐZRUNௐZLWKௐRXUௐ VSHFLDOLVWௐGHDOHUVKLSௐRUJDQL]DWLRQௐDFURVVௐWKHௐHQWLUHௐ8QLWHGௐ6WDWHVௐDQGௐ&DQDGDௐLQௐDOOௐIDFHWVௐRIௐWKHௐ EXVLQHVVௐௐ'HDOHUVௐHPSOR\ௐPRUHௐWKDQௐௐSURIHVVLRQDOௐVDOHVSHUVRQVௐLQௐWKHௐORFDOௐDUHDௐPDUNHWVௐDFURVVௐ WKHௐ86ௐDQGௐ&DQDGDௐWKDWௐDUHௐSRVLWLRQHGௐWRௐVHUYLFHௐDOOௐ6RXUFHZHOOௐPHPEHUV 
 'HDOHUௐQHWZRUNௐRUௐRWKHUௐGLVWULEXWLRQௐPHWKRGV :HௐKDYHௐDQௐLQGHS HQGHQWௐVSHFLDOL]HGௐ'LWFKௐ:LWFKŠௐGHDOHUௐRUJDQL]DWLRQௐLQௐ1RUWKௐ$PHULFDௐZKRVHௐIRFXVௐLVௐ WKHௐVDOHVௐVHUYLFHௐDQGௐVXSSRUWௐRIௐWKHௐ'LWFKௐ:LWFKௐ+DPPHU+HDGŠௐDQGௐ6XEVLWHŠௐSURGXFWௐOLQHVௐ7KHUHௐ DUHௐௐGHDOHUௐRZQHUVௐZLWKௐRYHUௐௐEUDQFKௐORFDWLRQVௐLQௐ1RUWKௐ$PHULFDௐ:LWKLQௐWKRVHௐORFDWLRQVௐWKHUHௐ DUHௐௐVDOHVௐSHUVRQQHOௐDQGௐௐSDUWVௐHPSOR\HHVௐWRௐSURYLGHௐVDOHVௐVXSSRUWௐDQGௐWUDLQLQJௐWRௐ'LWFKௐ :LWFKௐFXVWRPHUVௐௐௐ:HௐKDYHௐLQFOXGHGௐDௐOLVWௐRIௐRXUௐGHDOHUVௐDQGௐWKHLUௐORFDWLRQVௐZLWKௐWKLVௐSURSRVDO 
 6HUYLFHௐIRUFH ,QௐDGGLWLRQௐWRௐDௐWHDPௐRIௐ6HUYLFHௐ6XSSRUWௐDQGௐ3D UWVௐ6XSSRUWVௐ0DQDJHUVௐORFDWHGௐLQௐWKHௐ3HUU\ௐ&DPSXVௐ WKHௐGHDOHUVKLSௐRUJDQL]DWLRQௐKDVௐZHOOௐRYHUௐௐWUDLQHGௐVHUYLFHௐSHUVRQQHOௐWKURXJKRXWௐ1RUWKௐ$PHULFDௐWRௐ SURYLGHௐXQPDWFKHGௐVHUYLFHௐVXSSRUWௐWRௐRXUௐFXVWRPHUVௐௐ7KHௐIDFWRU\ௐHPSOR\HHVௐDQGௐWKHௐGHDOHUVௐ HPSOR\HHVௐZRUNௐLQௐWDQGHPௐWRௐPDNHௐVXUHௐWKDWௐRXUௐFXVWRPHUVௐDUHௐIXOO\ௐVDWLVILHGௐZLWKௐWKHௐSURGXFWLYLW\ௐRIௐ WKHLUௐHTXLSPHQW

 'HVFULEHௐWKHௐRUGHULQJௐSURFHVVௐ,IௐRUGHUVௐZLOOௐEHௐ
KDQGOHGௐE\ௐGLVWULEXWRUVௐGHDOHUVௐRUௐRWKHUVௐH[SODLQௐWKHௐ UHVSHFWLYHௐUROHVௐRIௐWKHௐ3URSRVHUௐDQGௐRWKHUV
2XUௐRUGHUௐSURFHVVௐIRUௐ6RXUFHZHOOௐLVௐDVௐIROORZV

ௐ2XUௐGHDOHUVKLSௐVDOHVௐSHUVRQQHOௐZRUNௐZLWKௐWKHௐ6RXUFHZHOOௐPHPEHUௐWRௐVSHFௐWKHௐHTXLSPHQWௐSURSHUO\ௐIRUௐ WKHLUௐDUHDௐௐ
ௐWKHௐORFDOௐ':ௐGHDOHUௐSURYLGHVௐௐWKLVௐLQIRUPDWLRQௐWRௐRXUௐLQWHUQDOௐ*OREDOௐ$FFRXQWௐJURXSௐWRௐTXRWHௐWKHௐXQLWௐ ZLWKௐWKHௐ6RXUFHZHOOௐSULFLQJௐௐ
ௐ2QFHௐWKHௐ6RXUFHZHOOௐFXVWRPHUௐGHFLGHVௐWRௐSXUFKDVHௐWKHௐ3XUFKDVHௐ2UGHUௐLVௐPDGHௐRXWௐWRௐ7KHௐ&KDUOHVௐ 0DFKLQHௐ:RUNVௐ,QFௐௐ
ௐ7KHௐ'LWFKௐ:LWFKŠௐGHDOHUௐRUGHUVௐWKHௐHTXLSPHQWௐRUௐGHOLYHUVௐRXWௐRIௐWKHLUௐLQYHQWRU\ௐWRௐWKHௐ6RXUFHZHOOௐ FXVWRPHU
ௐ8SRQௐGHOLYHU\ௐWKHௐ'LWFKௐ:LWFKௐGHDOHUௐௐVHQGVௐLQௐDௐGHOLYHU\ௐUHFHLSWௐWRௐWKHௐIDFWRU\ௐ ௐ7KHௐIDFWRU\ௐELOOVௐWKHௐ6RXUFHZHOOௐPHPEHUௐDQGௐDWௐWKHௐVDPHௐWLPHௐIXQGVௐRXUௐGHDOHUௐIRUௐWKHௐVDOHௐௐ %\ௐKDYLQJௐWKLVௐW\SHௐRIௐV\VWHPௐDOOௐ6RXUFHZHOOௐVDOHVௐJRௐWKURXJKௐRQHௐHQWLW\ௐWKHௐIDFWRU\ௐVRௐZHௐFDQௐWUDFNௐ WKHௐVDOHௐDQGௐJLYHௐWKHௐSURSHUௐTXDUWHUO\ௐVDOHVௐDQGௐIHHௐWRௐ6RXUFHZHOO 

'HVFULEHௐLQௐGHWDLOௐWKHௐSURFHVVௐDQGௐSURFHGXUHௐRIௐ
\RXUௐFXVWRPHUௐVHUYLFHௐSURJUDPௐLIௐDSSOLFDEOHௐௐ
,QFOXGHௐ\RXUௐUHVSRQVHWLPHௐFDSDELOLWLHVௐDQGௐ
FRPPLWPHQWVௐDVௐZHOOௐDVௐDQ\ௐLQFHQWLYHVௐWKDWௐKHOSௐ
\RXUௐSURYLGHUVௐPHHWௐ\RXUௐVWDWHGௐVHUYLFHௐJRDOVௐRUௐ
SURPLVHV
$VௐLQGLFDWHGௐLQௐTXHVWLRQVௐௐZHௐKDYHௐDQௐH[WHQVLYHௐVSHFLDOL]HGௐ'HDOHUௐ1HWZRUNௐZLWKௐDOOௐGHDOHUௐ EUDQFKௐORFDWLRQVௐKDYLQJௐIXOOௐVHUYLFHௐVKRSVௐZLWKௐVSHFLDOL]HGௐWRROVௐDQGௐHTXLSPHQWௐWRௐVHUYLFHௐDQGௐPDLQWDLQௐ RXUௐFXVWRPHUVௐPDFKLQHVௐௐௐ'HDOHUௐWHFKQLFLDQௐIROORZௐDௐFRPSOHWHௐIDFWRU\ௐWUDLQLQJௐFHUWLILFDWLRQௐSURJUDPௐ 'HDOHUௐORFDWLRQVௐWHDPௐZLWKௐWKHௐIDFWRU\ௐWRௐLQVXUHௐWKDWௐRXUௐFXVWRPHUVௐDUHௐUHSDLUHGௐDQGௐEDFNௐRQௐWKHௐMREௐ VLWHௐDVௐTXLFNO\ௐDVௐSRVVLEOHௐௐௐ$VௐௐZLWKௐDQ\ௐVHUYLFHௐRUJDQL]DWLRQௐVKRSௐORDGௐLVௐWKHௐGHWHUPLQLQJௐIDFWRUௐRQௐ KRZௐUDSLGO\ௐDௐXQLWௐFDQௐEHௐUHSDLUHGௐDQGௐUHWXUQHGௐWRௐWKHௐFXVWRPHUௐௐௐ7KDWௐVDLGௐWKHௐGHDOHUVKLSௐZRUNVௐ FORVHO\ௐZLWKௐRXUௐIDFWRU\ௐVHUYLFHௐUHSVௐWRௐLQVXUHௐWKDWௐUHSDLUVௐDUHௐWLPHO\ௐDQGௐPRUHௐLPSRUWDQWO\ௐIL[HGௐ FRUUHFWO\ௐ2XUௐ\HDUVௐRIௐLQGXVWU\ௐVXFFHVVௐFDQௐEHௐGLUHFWO\ௐDWWULEXWHGௐWRௐRXUௐZRUOGௐFODVVௐVHUYLFHௐDIWHUௐWKHௐ VDOHௐௐௐ2QHௐH[DPSOHௐRIௐRXUௐZRUOGௐFODVVௐVHUYLFHௐLVௐRXUௐ3URௐ7HFKQLFLDQௐSURJUDPௐௐ7KHௐ3UR7HFKQLFLDQௐ SURJUDPௐZDVௐGHYHORSHGௐE\ௐWKHௐ'LWFKௐ:LWFKŠௐRUJDQL]DWLRQௐWRௐSURYLGHௐFRPSUHKHQVLYHௐSURGXFWௐWUDLQLQJௐIRUௐ 'LWFKௐ:LWFKௐVHUYLFHௐWHFKQLFLDQVௐ7KLVௐH[WHQVLYHௐWUDLQLQJௐSURJUDPௐௐFRQVLVWLQJௐRIௐEURQ]HௐVLOYHUௐDQGௐJROGௐ OHYHOVௐௐIRFXVHVௐVSHFLILFDOO\ௐRQௐ'LWFKௐ:LWFKௐSURGXFWVௐDQGௐLQVXUHVௐWKDWௐWKHௐWHFKQLFLDQVௐWKDWௐVHUYLFHௐDQGௐ UHSDLUௐ\RXUௐPDFKLQHVௐDUHௐDPRQJௐWKHௐPRVWௐNQRZOHGJHDEOHௐLQௐWKHௐLQGXVWU\ 
 'HVFULEHௐ\RXUௐDELOLW\ௐDQGௐZLOOLQJQHVVௐWRௐSURYLGHௐ\RXUௐ SURGXFWVௐDQGௐVHUYLFHVௐWRௐ6RXUFHZHOOௐSDUWLFLSDWLQJௐ
HQWLWLHVௐLQௐWKHௐ8QLWHGௐ6WDWHV
3OHGJHௐRQௐRXUௐ:HEVLWH
ௐ$Wௐ'LWFKௐ:LWFKௐZHௐGRQ¶WௐMXVWௐVHOOௐHTXLSPHQWௐ:HௐSOHGJHௐWRௐEHௐWKHUHௐZKHQௐ\RXௐ QHHGௐXVௐ:LWKௐDௐSURPLVHௐWRௐKHOSௐ\RXௐEHௐPRUHௐSURGXFWLYHௐ$ௐSDVVLRQௐWRௐKHOSௐ\RXௐEHௐPRUHௐSURILWDEOHௐ $QGௐWKHௐVLPSOHௐXQGHUVWDQGLQJௐWKDWௐWLPHௐLVௐPRQH\
:LWKௐWKHௐFRPSOHWHௐGHDOHUௐFRYHUDJHௐWKURXJKRXWௐௐWKHௐ8QLWHGௐ6WDWHVௐ

ௐORFDWLRQV
ௐZHௐDUHௐPRUHௐWKDQௐDEOHௐ
WRௐSURYLGHௐSURGXFWVௐDQGௐVHUYLFHVௐWRௐ6RXUFHZHOOௐHQWLWLHVௐௐௐ(YHU\ௐGHDOHUௐLQௐWKHௐ'LWFKௐ:LWFKௐQHWZRUNௐ SDUWLFLSDWHVௐLQௐWKHௐ6RXUFHZHOOௐFRQWUDFWௐDQGௐYLHZVௐWKHௐ6RXUFHZHOOௐFRQWUDFWௐDVௐDௐYDOXDEOHௐDVVHWௐWRௐWKHLUௐ EXVLQHVVௐDQGௐDVௐVXFKௐZLOOௐSURYLGHௐWKHௐEHVWௐSRVVLEOHௐVHUYLFHௐWRௐDOOௐ6RXUFHZHOOௐRZQHUV 
 'HVFULEHௐ\RXUௐDELOLW\ௐDQGௐZLOOLQJQHVVௐWRௐSURYLGHௐ\RXUௐ SURGXFWVௐDQGௐVHUYLFHVௐWRௐ6RXUFHZHOOௐSDUWLFLSDWLQJௐ
HQWLWLHVௐLQௐ&DQDGD
:LWKௐWKHௐFRPSOHWHௐGHDOHUௐFRYHUDJHௐLQௐ&DQDGDௐ
ௐORFDWLRQVௐDFURVVௐ
ௐSURYLQFHV
ௐZHௐDUHௐPRUHௐWKDQௐ
DEOHௐWRௐSURYLGHௐSURGXFWVௐDQGௐVHUYLFHVௐWRௐ6RXUFHZHOOௐHQWLWLHVௐௐௐ-XVWௐOLNHௐLQௐWKHௐ86ௐHYHU\ௐGHDOHUௐ ORFDWLRQௐLQௐ&DQDGDௐௐQHWZRUNௐSDUWLFLSDWHVௐLQௐWKHௐ6RXUFHZHOOௐFRQWUDFWௐZKHQௐWKHௐRSSRUWXQLW\ௐH[LVWVௐDQGௐ YLHZVௐWKHௐ6RXUFHZHOOௐFRQWUDFWௐDVௐDௐYDOXDEOHௐDVVHWௐWRௐWKHLUௐEXVLQHVVௐDQGௐDVௐVXFKௐZLOOௐSURYLGHௐWKHௐEHVWௐ SRVVLEOHௐVHUYLFHௐWRௐDOOௐ6RXUFHZHOOௐRZQHUV

 ,GHQWLI\ௐDQ\ௐJHRJUDSKLFௐDUHDVௐRIௐWKHௐ8QLWHGௐ6WDWHVௐ
RUௐ&DQDGDௐWKDWௐ\RXௐZLOOௐ127ௐEHௐIXOO\ௐVHUYLQJௐWKURXJKௐ
WKHௐSURSRVHGௐFRQWUDFW
:HௐZLOOௐIXOO\ௐVHUYLFHௐDOOௐJHRJUDSKLFௐDUHDVௐRIௐWKHௐ8QLWHGௐ6WDWHVௐDQGௐ&DQDGDௐ:LWKௐௐSOXVௐGHDOHUௐ ORFDWLRQVௐDFURVVௐ1RUWKௐ$PHULFDௐZHௐDUHௐDEOHௐWRௐUHDFKௐHYHU\ௐJHRJUDSKLFௐVHFWRU   ,GHQWLI\ௐDQ\ௐ6RXUFHZHOOௐSDUWLFLSDWLQJௐHQWLW\ௐVHFWRUVௐ

LHௐJRYHUQPHQWௐHGXFDWLRQௐQRWIRUSURILW
ௐWKDWௐ\RXௐ
ZLOOௐ127ௐEHௐIXOO\ௐVHUYLQJௐWKURXJKௐWKHௐSURSRVHGௐ
FRQWUDFWௐ([SODLQௐLQௐGHWDLOௐ)RUௐH[DPSOHௐGRHVௐ\RXUௐ
FRPSDQ\ௐKDYHௐRQO\ௐDௐUHJLRQDOௐSUHVHQFHௐRUௐGRௐRWKHUௐ
FRRSHUDWLYHௐSXUFKDVLQJௐFRQWUDFWVௐOLPLWௐ\RXUௐDELOLW\ௐWRௐ SURPRWHௐDQRWKHUௐFRQWUDFW"
:HௐVHUYLFHௐDOOௐ6RXUFHZHOOௐPHPEHUௐVHFWRUVௐௐௐௐ$VௐVWDWHGௐLQௐTXHVWLRQௐௐZLWKௐௐSOXVௐGHDOHUௐORFDWLRQVௐ DFURVVௐ1RUWKௐ$PHULFDௐZHௐDUHௐDEOHௐWRௐUHDFKௐHYHU\ௐJHRJUDSKLFௐVHFWRUௐDQGௐZHௐDUHௐQRWௐOLPLWHGௐE\ௐRWKHUௐ FRRSHUDWLYHௐFRQWUDFWVௐLQௐRXUௐDELOLW\ௐWRௐVHUYLFHௐWKHௐ6RXUFHZHOOௐFRQWUDFWௐDQGௐLWVௐPHPEHUV 
 'HILQHௐDQ\ௐVSHFLILFௐFRQWUDFWௐUHTXLUHPHQWVௐRUௐ
UHVWULFWLRQVௐWKDWௐZRXOGௐDSSO\ௐWRௐRXUௐSDUWLFLSDWLQJௐ
HQWLWLHVௐLQௐ+DZDLLௐDQGௐ$ODVNDௐDQGௐLQௐ86ௐ7HUULWRULHV
$GGLWLRQDOௐIUHLJKWௐZLOOௐEHௐFKDUJHGௐRQௐDQ\ௐHTXLSPHQWௐSXUFKDVHGௐLQௐWKHௐDUHDVௐPHQWLRQHGௐௐ4XRWHVௐIRUௐ PDFKLQHVௐEHLQJௐGHOLYHUHGௐWRௐ$ODVNDௐDQGௐ+DZDLLௐZLOOௐKDYHௐWKHௐIUHLJKWௐFKDUJHVௐLQGLFDWHGௐRQௐWKHௐTXRWH  Bid Number: RFP 110421 Vendor Name: The Charles Machine Works, Inc. 







 




7DEOH
0DUNHWLQJ3ODQ
/LQH
,WHP 4XHVWLRQ 5HVSRQVH 
 'HVFULEHௐ\RXUௐPDUNHWLQJௐVWUDWHJ\ௐIRUௐSURPRWLQJௐ
WKLVௐFRQWUDFWௐRSSRUWXQLW\ௐௐ8SORDGௐ
UHSUHVHQWDWLYHௐVDPSOHVௐRIௐ\RXUௐPDUNHWLQJௐ
PDWHULDOVௐ
LIௐDSSOLFDEOH
ௐLQௐWKHௐGRFXPHQWௐ
XSORDGௐVHFWLRQௐRIௐ\RXUௐUHVSRQVH
‡ௐௐௐௐ'LWFKௐ:LWFKŠௐZLOOௐSURPRWHௐWKHௐ6RXUFHZHOOௐSDUWQHUVKLSௐRQௐRXUௐGHDOHUௐFKDQQHOௐFRPPXQLFDWLRQVௐZHEௐVLWHௐ 7KHௐ'LWFKௐ:LWFKௐ'HDOHUௐ&HQWUDOௐLQWUDQHWௐVLWHௐSURYLGHVௐGHDOHUVௐZLWKௐDOOௐRIௐWKHௐLQIRUPDWLRQௐDQGௐWRROVௐWKH\ௐQHHGௐ WRௐZRUNௐLQௐFRQFHUWௐZLWKௐWKHௐIDFWRU\ௐRQௐDOOௐSURGXFWVௐRUGHULQJௐTXRWLQJௐSURGXFWௐVXSSRUWௐDQGௐPRUHௐ7KHௐ 6RXUFHZHOOௐSURJUDPௐZLOOௐEHௐFRQVLVWHQWO\ௐFRPPXQLFDWHGௐWRௐRXUௐGHDOHUௐFKDQQHOௐWKURXJKRXWௐWKHௐ\HDUௐYLDௐWKLVௐ FULWLFDOௐVLWHௐ7KLVௐZLOOௐDOORZௐ'LWFKௐ:LWFKௐGHDOHUVௐWRௐLQIRUPௐWKHLUௐVDOHVௐSDUWVௐDQGௐVHUYLFHௐWHDPVௐWRௐVXSSRUWௐ 6RXUFHZHOOௐPHPEHUVௐLQௐWKHௐPDUNHWSODFH
‡ௐௐௐௐ'LWFKௐ:LWFKௐLVௐFUHDWLQJௐDௐVDOHVௐIOLHUௐWKDWௐZLOOௐVKRZFDVHௐDQGௐH[SODLQௐWKHௐ6RXUFHZHOOௐDQGௐ'LWFKௐ:LWFKௐ SDUWQHUVKLSௐSURJUDPௐ7KLVௐFDQௐEHௐPDGHௐDYDLODEOHௐDVௐDௐ3')ௐIRUௐORFDOௐSULQWLQJௐDWௐDOOௐ'LWFKௐ:LWFKௐGHDOHUVKLSௐ ORFDWLRQV
‡ௐௐௐௐ'LWFKௐ:LWFKௐKDVௐFUHDWHGௐDQௐLQIRUPDWLRQDOௐ3RZHU3RLQWௐSUHVHQWDWLRQௐWKDWௐSURYLGHVௐDOOௐRIௐWKHௐLPSRUWDQWௐ LQIRUPDWLRQௐDQGௐGHWDLOVௐWKDWௐ'LWFKௐ:LWFKௐGHDOHUVௐQHHGௐWRௐHIIHFWLYHO\ௐH[HFXWHௐWKHௐ6RXUFHZHOOௐSDUWQHUVKLSௐ SURJUDPௐௐ7KLVௐLQIRUPDWLRQௐLVௐDOVRௐDYDLODEOHௐௐRQௐWKHௐ'HDOHUௐ&HQWUDOௐZHEௐVLWHௐIRUௐDOOௐGHDOHUௐDQGௐIDFWRU\ௐ SHUVRQQHO
‡ௐௐௐௐ7KHௐ'LWFKௐ:LWFKௐIDFWRU\ௐZLOOௐGLVWULEXWHௐWKHௐ6RXUFHZHOOௐPHPEHUௐOLVWௐE\ௐ'LWFKௐ:LWFKௐGHDOHUௐ$35ௐ $UHDௐRIௐ
3ULPDU\ௐ5HVSRQVLELOLW\
ௐWZRௐWLPHVௐSHUௐ\HDUௐZKLFKௐZLOOௐSURYLGHௐRXUௐGHDOHUௐVDOHVௐIRUFHௐZLWKௐWKHௐH[DFWௐPHPEHUVௐ LQௐHDFKௐRIௐWKHLUௐWHUULWRULHV
‡ௐௐௐௐ:HௐZLOOௐXVHௐWKHௐ6RXUFHZHOOௐPHPEHUௐOLVWௐLQௐFRQMXQFWLRQௐZLWKௐWKHௐORFDOௐGHDOHUVௐWRௐDFWLYHO\ௐSXUVXHௐFXUUHQWௐ PHPEHUVௐEXVLQHVVௐDVௐZHOOௐDVௐXVHௐWKHௐPHPEHUௐOLVWௐWRௐSURPRWHௐRWKHUௐORFDOௐ6/('ௐDJHQFLHVௐWKDWௐPD\ௐQRWௐEHௐDௐ 6RXUFHZHOOௐPHPEHUௐWRௐEHFRPHௐDௐPHPEHUௐௐ:HௐKDYHௐIRXQGௐWKDWௐWKHௐPHPEHUௐOLVWVௐDUHௐLQYDOXDEOHௐWRROௐ IRUௐKHOSLQJௐDQௐDSSUHKHQVLYHௐHQWLW\ௐWRௐEHFRPHௐFRPIRUWDEOHௐZLWKௐ6RXUFHZHOOௐZKHQௐWKH\ௐVHHௐWKHLUௐQHLJKERULQJௐ FLW\ௐLVௐDௐ6RXUFHZHOOௐPHPEHU
‡ௐௐௐௐ,QௐDGGLWLRQௐZHௐZLOOௐSUHSDUHௐDௐSUHVVௐUHOHDVHௐDQGௐWKHQௐSRVWௐLQௐRXUௐ3UHVVௐ5RRP ௐௐ
KWWS
ZZZGLWFKZLWFKFRPSUHVVURRPௐௐ2WKHUௐZD\VௐZHௐPDUNHWௐSDUWQHUVKLSVௐDUHௐWKURXJKௐRXUௐZHEVLWH 
 'HVFULEHௐ\RXUௐXVHௐRIௐWHFKQRORJ\ௐDQGௐGLJLWDOௐ
GDWDௐ
HJௐVRFLDOௐPHGLDௐPHWDGDWDௐXVDJH
ௐWRௐ
HQKDQFHௐPDUNHWLQJௐHIIHFWLYHQHVV
:HௐGHSOR\ௐDௐFRPSUHKHQVLYHௐUDQJHௐRIௐGLJLWDOௐPDUNHWLQJௐDQGௐPHGLDௐWRROVௐWRௐHQKDQFHௐRXUௐFXVWRPHUV¶ௐ H[SHULHQFHௐZLWKௐRXUௐEUDQGVௐWRௐVXSSRUWௐRXUௐQHZௐSURGXFWௐODXQFKHVௐWRௐVXVWDLQௐH[LVWLQJௐSURGXFWௐOHDGHUVKLSௐDQGௐ EXLOGௐVWURQJHUௐUHODWLRQVKLSVௐ
7KHVHௐWRROVௐLQFOXGHௐVRFLDOௐPHGLDௐVPDUWௐGLVSOD\ௐSDLGௐVHDUFKௐPDUNHWLQJௐDXWRPDWLRQௐVRFLDOௐVHQWLPHQWௐWUDFNLQJௐ DQGௐPRUHௐௐ)DFHERRNௐ7ZLWWHUௐ/LQNHGௐ,Qௐ<RXௐ7XEHௐDQGௐ,QVWDJUDPௐDUHௐH[DPSOHVௐRIௐVRFLDOௐPHGLDௐLQௐZKLFKௐZHௐ DUHௐDFWLYHௐ
:HௐDOVRௐKDYHௐDௐYHU\ௐFRPSUHKHQVLYHௐZHEௐVLWHௐGHVLJQHGௐWRௐEHௐQRWௐRQO\ௐYHU\ௐLQIRUPDWLYHௐDQGௐHGXFDWLRQDOௐEXWௐ LQWHUDFWLYHௐZLWKௐWKHௐFXVWRPHUௐௐௐௐ
2XUௐ0\ௐ'LWFKௐ:LWFKௐSRUWDOௐDOORZVௐFXVWRPHUVௐWRௐWUDFNௐWKHLUௐPDFKLQHVௐDQGௐPRQLWRUௐWKHௐSHUIRUPDQFHௐRIௐWKHLUௐIOHHW 
 ,Qௐ\RXUௐYLHZௐZKDWௐLVௐ6RXUFHZHOO¶VௐUROHௐLQௐ
SURPRWLQJௐFRQWUDFWVௐDULVLQJௐRXWௐRIௐWKLVௐ5)3"ௐ
+RZௐZLOOௐ\RXௐLQWHJUDWHௐDௐ6RXUFHZHOODZDUGHGௐ
FRQWUDFWௐLQWRௐ\RXUௐVDOHVௐSURFHVV"
:HௐZRXOGௐH[SHFWௐ6RXUFHZHOOௐWRௐEHௐDௐSDUWQHUௐZLWKௐ7KHௐ&KDUOHVௐ0DFKLQHௐZRUNVௐLQௐSURPRWLQJௐRXUௐQHZO\ௐ DZDUGHGௐFRQWUDFWௐE\ௐLVVXLQJௐDQௐHPDLOௐEODVWௐWRௐDOOௐFXUUHQWௐ6RXUFHZHOOௐPHPEHUVௐZKLFKௐDQQRXQFHVௐWKDWௐWKHௐ DZDUGௐZDVௐJLYHQௐWRௐ7KHௐ&KDUOHVௐ0DFKLQHௐ:RUNVௐ
'LWFKௐ:LWFK
ௐௐ:HௐZRXOGௐDOVRௐOLNHௐWRௐVHHௐWKHௐDQQRXQFHPHQWௐ
RQௐDOOௐ6RXUFHZHOOௐVRFLDOௐPHGLDௐRXWOHWVௐௐௐ7KRXJKWௐRXWௐWKHௐFRXUVHௐRIௐWKHௐFRQWUDFWௐZHௐZRXOGௐH[SHFWௐWKDWௐ 6RXUFHZHOOௐEHௐWKHௐOHDGHUௐLQௐSURPRWLQJௐWKHௐXVHௐRIௐSURFXUHPHQWௐFRQWUDFWVௐDQGௐLQFOXGHௐ'LWFKௐ:LWFKௐLQௐDOOௐ SXEOLFDWLRQVDGYHUWLVHPHQWVௐௐWKDWௐSURPRWHௐ6RXUFHZHOOௐDYDLODEOHௐFRQWUDFWௐKROGHUVௐௐௐ:HௐZRXOGௐH[SHFWௐWKDWௐ 6RXUFHZHOOௐDWWHQGௐDOOௐLQGXVWU\ௐJRYHUQPHQWௐLQGXVWU\ௐWUDGHௐVKRZVௐWRௐSURPRWHௐ6RXUFHZHOOௐYHQGRUVௐDQGௐSURFHVVHV :HௐKDYHௐZRUNHGௐIRUௐ\HDUVௐWRௐSURPRWHௐ6RXUFHZHOOௐLQௐRXUௐVDOHVௐSURFHVVHVௐZLWKௐRXUௐGHDOHUௐQHWZRUNௐDQGௐDVௐDௐ UHVXOWௐ6RXUFHZHOOௐLVௐDOPRVWௐVHFRQGௐQDWXUHௐWRௐRXUௐGHDOHUௐVDOHVSHRSOHௐௐௐௐ7KHௐ6RXUFHZHOOௐVDOHVௐSURFHVVௐLVௐQRWௐ RQO\ௐGRFXPHQWHGௐLQௐRXUௐGHDOHUௐSRUWDOௐEXWௐDOVRௐVXSSRUWHGௐZLWKௐQHZௐVDOHVSHUVRQௐWUDLQLQJௐDQGௐWZRௐSRZHUௐSRLQWௐ SUHVHQWDWLRQVௐRQௐKRZௐWRௐXVHௐ6RXUFHZHOOௐDVௐDௐVHOOLQJௐWRROௐDQGௐWKHௐLQWHUQDOௐVDOHVௐSURFHVV $GGLWLRQDOO\ௐDOOௐORFDOௐ6RXUFHZHOOௐWUDLQLQJௐRSSRUWXQLWLHVௐWKURXJKௐ6RXUFHZHOOௐ8QLYHUVLW\ௐDQGௐ6RXUFHZHOOௐ6DOHVௐ $FFHOHUDWRUௐDUHௐVHQWௐWRௐWKHௐLQWHUQDOௐ5HJLRQௐ6DOHVௐ0DQDJHUௐDQGௐDOVRௐWKHௐORFDOௐGHDOHUௐORFDWLRQVௐHQFRXUDJLQJௐ WKHPௐWRௐHQUROOௐGHDOHUௐVDOHVSHRSOHௐWKDWௐQHHGௐVXFKௐWUDLQLQJௐௐ7KLVௐLQFOXGHVௐERWKௐQHZௐVDOHVSHRSOHௐDQGௐVHDVRQHGௐ VDOHVSHRSOHௐDVௐDௐUHIUHVKHUௐFRXUVH

 $UHௐ\RXUௐSURGXFWVௐRUௐVHUYLFHVௐDYDLODEOHௐ
WKURXJKௐDQௐHSURFXUHPHQWௐRUGHULQJௐSURFHVV"ௐ,Iௐ
VRௐGHVFULEHௐ\RXUௐHSURFXUHPHQWௐV\VWHPௐDQGௐ
KRZௐJRYHUQPHQWDOௐDQGௐHGXFDWLRQDOௐFXVWRPHUVௐ
KDYHௐXVHGௐLW
'XHௐWRௐWKHௐXQLTXHௐDQGௐHQGOHVVௐFRQILJXUDWLRQVௐRIௐRXUௐSURGXFWVௐLWௐLVௐYHU\ௐGLIILFXOWௐWRௐGHYHORSௐDQௐHௐSURFXUHPHQWௐ V\VWHPௐIRUௐRXUௐSURGXFWVௐௐ(DFKௐPRGHOௐUHTXLUHVௐDௐFXVWRPௐTXRWHௐௐ 7KDWௐVDLGௐZHௐDUHௐH[FLWHGௐWRௐVHHௐWKHௐQHZௐ
DQGௐXSFRPLQJௐ6RXUFHZHOOௐPDUNHWௐSODFHௐZKLFKௐZHௐDUHௐDQ[LRXVௐWRௐSDUWLFLSDWHௐௐ:HௐIHHOௐWKLVௐFRXOGௐKHOSௐZLWKௐ PDUNHWLQJௐDQGௐGHYHORSLQJௐDQௐHௐFRPPHUFHௐVROXWLRQௐWRௐ6RXUFHZHOOௐPHPEHUVௐௐ2XUௐLQWHQWௐLVௐWRௐEHௐYHU\ௐDFWLYHௐLQௐ WKHௐ6RXUFHZHOOௐ0DUNHWSODFHௐDQGௐPDNHௐLWௐDVௐHIIHFWLYHௐDVௐSRVVLEOH 
7DEOH
9DOXH$GGHG$WWULEXWHV
/LQH,WHP 4XHVWLRQ 5HVSRQVH

'HVFULEHௐDQ\ௐSURGXFWௐHTXLSPHQWௐ
PDLQWHQDQFHௐRUௐRSHUDWRUௐWUDLQLQJௐ
SURJUDPVௐWKDWௐ\RXௐRIIHUௐWRௐ6RXUFHZHOOௐ
SDUWLFLSDWLQJௐHQWLWLHVௐ,QFOXGHௐGHWDLOVௐVXFKௐ
DVௐZKHWKHUௐWUDLQLQJௐLVௐVWDQGDUGௐRUௐ
RSWLRQDOௐZKRௐSURYLGHVௐWUDLQLQJௐDQGௐDQ\ௐ
FRVWVௐWKDWௐDSSO\
2SHUDWRUௐDQGௐHTXLSPHQWௐWUDLQLQJௐDUHௐSHUIRUPHGௐDWௐWKHௐWLPHௐRIௐGHOLYHU\ௐE\ௐRXUௐGHDOHUVKLSௐRUJDQL]DWLRQௐ 0DLQWHQDQFHௐWUDLQLQJௐLVௐSHUIRUPHGௐRQௐDQௐDVQHHGHGௐEDVLVௐIURPௐRXUௐDXWKRUL]HGௐ'LWFKௐ:LWFKŠௐGHDOHUVௐRUௐWKHௐ 'LWFKௐ:LWFKௐIDFWRU\ௐௐ7KLVௐLQLWLDOௐWUDLQLQJௐLVௐSHUIRUPHGௐDWௐQRௐFKDUJHௐWRௐWKHௐ6RXUFHZHOOௐPHPEHU $GGLWLRQDOO\ௐRSHUDWRUௐDQGௐVDIHW\ௐWUDLQLQJௐLVௐDYDLODEOHௐLQௐWKHௐ0<ௐ'LWFKௐ:LWFKௐWDEௐDWௐZZZGLWFKZLWFKFRP 
 'HVFULEHௐDQ\ௐWHFKQRORJLFDOௐDGYDQFHVௐWKDWௐ
\RXUௐSURSRVHGௐSURGXFWVௐRUௐVHUYLFHVௐRIIHU
:HௐDUHௐWKHௐRQO\ௐPDQXIDFWXUHUௐLQௐRXUௐLQGXVWU\ௐWKDWௐGHVLJQVௐDQGௐEXLOGVௐWKHௐPDMRULW\ௐRIௐWKHௐFRPSRQHQWVௐXVHGௐLQௐ RXUௐHTXLSPHQWௐRQVLWHௐௐ7KLVௐLVௐZKDWௐZHௐUHIHUௐWRௐDVௐDௐV\VWHPVௐDSSURDFK ௐIRUௐH[DPSOHௐZHௐGHVLJQௐDQGௐ
PDQXIDFWXUHௐRXUௐGLUHFWLRQDOௐGULOOVௐWKHௐGULOOௐSLSHௐWKDWௐLVௐXVHGௐZLWKௐWKHௐGULOOௐWKHௐGRZQௐKROHௐWRROVௐDVௐZHOOௐDVௐWKHௐ HOHFWURQLFௐJXLGDQFHௐV\VWHPௐDWௐRXUௐRZQௐIDFLOLWLHVௐUDWKHUௐWKDQௐSXUFKDVHௐRXWVLGHௐDQGௐEULQJௐLWௐLQௐIRUௐRXUௐSURGXFWVௐௐ 7KLVௐJLYHVௐXVௐDQௐDGYDQWDJHௐE\ௐEHLQJௐUHVSRQVLEOHௐIRUௐRXUௐTXDOLW\ௐDQGௐEHLQJௐDEOHௐWRௐDIIHFWௐFKDQJHௐLQௐDQ\ௐRIௐ WKHVHௐLWHPVௐLQௐDௐPXFKௐVKRUWHUௐWLPHௐ
%HORZௐLVௐDௐOLVWௐRIௐWHFKQRORJLFDOௐDGYDQFHVௐZHௐEXLOGௐLQWRௐRXUௐPDFKLQHV

6.ௐௐௐௐ&RPSDFWௐ8WLOLW\ௐ/RDGHUௐௐௐௐ
ௐௐௐௐௐOEVௐUDWHGௐRSHUDWLQJௐFDSDFLW\ௐ
52&

ௐௐௐௐLQFKௐKLQJHௐSLQௐKHLJKWௐ
ௐௐௐௐ8QGHUௐ&'/ௐUHTXLUHPHQWVௐ

ௐௐௐௐ,QWHJUDWHGௐK\GUDXOLFௐFRQWUROVௐ
Bid Number: RFP 110421 Vendor Name: The Charles Machine Works, Inc. 







 




ௐௐௐௐ6HOIOHYHOLQJௐDUPVௐZLWKௐULGHௐFRQWUROௐ
ௐௐௐௐ3DWHQWHGௐWKURWWOHௐFRQWUROௐV\VWHPௐOLQNHGௐWRௐSODWIRUP ௐPRUHௐIXHOௐHIILFLHQW
ௐௐௐௐGHJUHHௐYLVLELOLW\
ௐௐௐௐ(DV\ௐRQRIIௐSODWIRUP

6.ௐ6.ௐ6.
ௐ6.ௐ6.ௐ&RPSDFWௐ8WLOLW\ௐ/RDGHUV
ௐௐௐௐ3DWHQWHGௐFUXLVHௐFRQWUROௐRQௐJURXQGௐGULYH
ௐௐௐௐ3DWHQWHGௐK\GUDXOLFௐFRQWUROௐV\VWHPௐZLWKௐLQWHJUDWHGௐSODWIRUPௐVZLWFK ௐௐௐௐ3DWHQWHGௐK\GUDXOLFௐDX[LOLDU\ௐPDQLIROGௐIRUௐGXDOௐDX[ ௐௐௐௐGHJUHHௐYLVLELOLW\ௐ
ௐௐௐௐ(DV\ௐRQRIIௐSODWIRUP
ௐௐௐௐ8SௐWRௐ
ௐOEVௐUDWHGௐRSHUDWLQJௐFDSDFLW\ௐ
52&

ௐௐௐௐ8SௐWRௐ
LQFKௐKLQJHௐSLQௐKHLJKW
=DKQௐௐௐ6WDQGRQௐ$UWLFXODWLQJௐ7RROௐ&DUULHUௐௐௐௐ
ௐௐௐௐ3DWHQWHGௐVWDQGRQௐDUWLFXODWLRQ
ௐௐௐௐ3DWHQWHGௐTXLFNௐFKDQJHௐIURQWௐHQG
ௐௐௐௐGHJUHHௐYLVLELOLW\
ௐௐௐௐ(DV\ௐRQRIIௐSODWIRUP
6;ௐௐௐௐ9LEUDWRU\ௐ3ORZௐௐௐௐ
ௐௐௐௐ
KSௐ*DVௐHQJLQHௐQRௐH[KDXVWௐFOHDQLQJௐRUௐDIWHUௐWUHDWPHQW ௐௐௐௐ2SWLRQDOௐIURQWௐDWWDFKPHQWௐVXFKௐDVௐDௐWUHQFKHU
ௐௐௐௐ(DV\ௐWRௐXVHௐFRORUௐFRGHGௐFRQWUROVௐZLWKௐRSHUDWRUௐSUHVHQFHௐV\VWHP ௐௐௐௐ,QVWDOOௐFDEOHௐDQGௐSLSHௐXSௐWRௐ´ௐGHHS
&;ௐ&ௐ&;ௐ&;ௐ&;ௐ3HGHVWULDQௐ7UHQFKHUVௐௐௐௐ
ௐௐௐௐ3DWHQWHGௐVSURFNHWௐZௐGRXEOHௐPXGௐUHOLHI
ௐௐௐௐ3DWHQWHGௐQRQV\PPHWULFDOௐWUDFNVௐIRUௐEDODQFH
ௐௐௐௐ3DWHQWHGௐWUDFNௐDQGௐJXLGHௐPHPEHU
ௐௐௐௐ8SௐWRௐ´ௐWUHQFKௐZLGWKௐXSௐWRௐ´ௐGLJௐGHSWKௐ
8WLOLJXDUGௐௐௐௐ8WLOLW\ௐ/RFDWRUVௐௐௐௐ
ௐௐௐௐ+LJKFRQWUDVWௐ/&'ௐGLVSOD\ௐLVௐYLVLEOHௐLQௐDOOௐFRQGLWLRQVௐLQFOXGLQJௐGLUHFWௐVXQOLJKW ௐௐௐௐ5HPRWHO\ௐFRQWUROௐWKHௐWUDQVPLWWHUௐZLWKௐWKHௐUHFHLYHU ௐௐௐௐ:LUHOHVVௐWHFKQRORJ\ௐVLPSOLILHVௐFRPPXQLFDWLRQௐDQGௐGDWDௐWUDQVIHUௐWRௐRWKHUௐFRPPXQLFDWLRQௐGHYLFHV ௐௐௐௐ8WLOL*XDUGௐௐORFDWRUௐLVௐGLUHFWLRQௐHQDEOHGௐLHௐSURYLGHVௐWKHௐGLUHFWLRQௐRIௐWKHௐFXUUHQWௐWRௐKHOSௐ\RXௐLGHQWLI\ௐWKHௐ WDUJHWௐOLQH
ௐௐௐௐ$PELHQWௐ,QWHUIHUHQFHௐ0HDVXUHPHQWௐ
$,0
ௐWHFKQRORJ\ௐVFDQVௐWKHௐVXUURXQGLQJௐDUHDௐIRUௐQRLVHௐDQGௐUHFRPPHQGVௐ WKHௐEHVWௐIUHTXHQFLHVௐIRUௐWKHௐIDVWHVWௐPRVWௐDFFXUDWHௐORFDWHV 0DUNVPDQௐ3OXVௐௐௐௐ+''ௐ*XLGDQFHௐௐௐௐ
ௐௐௐௐ6XSHULRUௐSHUIRUPDQFHௐLQௐKLJKQRLVHௐHQYLURQPHQWVௐZLWKௐWKHௐLQGXVWU\¶VௐZLGHVWௐUDQJHௐRIௐIUHTXHQFLHVௐLQௐDௐVLQJOHௐ EHDFRQ
ௐௐௐௐ6FDQVௐWKHௐPRVWXVDEOHௐIUHTXHQFLHVௐVHOHFWLQJௐWKHௐEHVWௐFKRLFHௐWRௐDYRLGௐLQWHUIHUHQFH ௐௐௐௐ6WURQJHUௐFRPPXQLFDWLRQௐEHWZHHQௐWUDFNHUௐDQGௐEHDFRQௐDWௐH[WHQGHGௐGHSWKVௐ ௐIHHW
ௐIRUௐPRUHௐSURGXFWLYHௐ
ERUHV
ௐௐௐௐ,QWXLWLYHௐXVHUௐLQWHUIDFHVௐIRUௐHDVHௐRIௐXVH
ௐFKRRVHௐ&ODVVLFௐ9LHZௐRUௐWKHௐQHZௐ0DUNVPDQௐ9LHZ
ௐௐௐௐ$GYDQFHGௐORFDWLQJௐPHWKRGVௐOHWௐ\RXௐXVHௐ\RXUௐSUHIHUUHGௐPHWKRGௐRIௐORFDWLQJ ௐௐௐௐ'ULOO7Rௐ0RGH
ௐ([WHQGHGௐUDQJHௐHQDEOHVௐWKHௐGULOOௐRSHUDWRUௐWRௐPDNHௐUHDOWLPHௐFRUUHFWLRQVௐIXUWKHUௐRXWௐ LPSURYLQJௐERUHௐDFFXUDF\
ௐௐௐௐ
8WLOLW\ௐ,QVSHFWLRQௐௐௐௐ
ௐௐௐௐ+LJKUHVROXWLRQௐYLGHRௐZLWKௐDௐWRWDOௐ]RRPௐRIௐ
ௐ
;ௐRSWLFDOௐDQGௐ;ௐGLJLWDO

ௐௐௐௐ,QWHJUDWHGௐSDQWLOWௐKHDGௐZLWKௐEXLOWLQௐXOWUDEULJKWௐIXOO\ௐDGMXVWDEOHௐ/('V ௐௐௐௐ5HPRWHௐFRQWUROOHGௐZLWKௐIXOOௐFDPHUDௐKHDGௐVZLQJURWDWLRQ ௐௐௐௐ3URJUDPPDEOHௐSDQௐDQGௐURWDWHௐOLPLWVௐZLWKௐRQVFUHHQௐLQVWUXFWLRQV ௐௐௐௐ,QWHUQDOௐSUHVVXUHௐDQGௐKXPLGLW\ௐVHQVRUVௐDQGௐLQWHUQDOௐFORFNௐZLWKௐVWDUWXSௐFRXQWHU ௐௐௐௐ+RPHௐIXQFWLRQௐWRௐUHWXUQௐFDPHUDௐKHDGௐWRௐVWUDLJKWDKHDGௐSRVLWLRQ ௐௐௐௐ/('ௐOLJKWVௐZLWKௐUHPRWHFRQWUROOHGௐVHWWLQJV
-7ௐ-7ௐ-7ௐௐ+RUL]RQWDOௐ'LUHFWLRQDOௐ'ULOOVௐௐௐௐ
ௐௐௐௐ-7-72SWLRQDOௐ*36ௐIRUௐWKHIWௐSURWHFWLRQ
ௐௐௐௐ-7ௐ:LUHOHVVௐJURXQGௐGULYHHDVHௐRIௐVHWௐXSௐDQGௐPRELOLQJ ௐௐௐௐ'XDOௐVWLFNௐRSHUDWLRQRSHUDWRUௐFRPIRUW
ௐௐௐௐ'ULOOௐDQGௐSLSHௐORDGHUௐDXWRPDWLRQௐ(DVHௐRIௐRSHUDWLRQ ௐௐௐௐ2UDQJHௐ,QWHO7HOHPDWLFVௐWHFKQRORJ\
-7ௐௐௐௐ+RUL]RQWDOௐ'LUHFWLRQDOௐ'ULOOௐௐௐௐ
ௐௐௐௐ:LUHOHVVௐJURXQGௐGULYHHDVHௐRIௐVHWௐXSௐDQGௐPRELOLQJௐ ௐௐௐௐ'XDOௐVWLFNௐRSHUDWLRQRSHUDWRUௐFRPIRUWௐ
ௐௐௐௐ'ULOOௐDQGௐSLSHௐORDGHUௐDXWRPDWLRQௐ(DVHௐRIௐRSHUDWLRQௐ ௐௐௐௐ2UDQJHௐ,QWHO7HOHPDWLFVௐWHFKQRORJ\
௑
-7ௐ+RUL]RQWDOௐ'LUHFWLRQDOௐ'ULOOௐௐௐௐ
ௐௐௐௐ2SHUDWRUௐXSWLPHௐIHDWXUHVௐLQFOXGLQJௐPDQXDOௐRYHUULGHVௐIRUௐNH\ௐGULOOLQJௐRSHUDWLRQV ௐௐௐௐ$OWHUQDWHௐMR\VWLFNVௐIRUௐ'LWFKௐ:LWFKௐRUௐ9HUPHHUௐVW\OHௐGULOOௐRSHUDWLRQV ௐௐௐௐ(UJRQRPLFௐRSHUDWRUௐVWDWLRQௐIRUௐKRXUVௐRIௐFRPIRUWDEOHௐRSHUDWLRQ ௐௐௐௐ&RQVLVWHQWௐXVHUௐFRQWUROVௐZLWKௐRWKHUௐSODWIRUPௐGULOOௐIDPLO\ௐௐௐ+HOSVௐRSHUDWRUVௐJRௐIURPௐRQHௐPDFKLQHௐWRௐDQRWKHUௐ ZLWKௐVHDPOHVVௐRSHUDWLRQௐWUDLQLQJௐௐௐ$OVRௐDOORZVௐFRPSRQHQWௐVRXUFLQJௐDQGௐWKHௐXVHௐRIௐPRUHௐFRPPRQௐFRPSRQHQWV ௐௐௐௐ:LUHOHVVௐRSHUDWRUௐFRQWUROௐDOORZVௐWKHௐRSHUDWRUௐWKHௐDELOLW\ௐWRௐPRYHௐWRௐNH\ௐWLJKWௐDUHDVௐHQVXULQJௐSHUIHFWௐVHWXSௐ DQGௐURGௐHQWU\ௐSRLQWVௐௐௐ
ௐௐௐௐ+RUL]RQWDOௐVKXWWOHௐSLSHௐORDGHUௐLQFUHDVHVௐUHOLDELOLW\ௐZKLOHௐPDLQWDLQLQJௐORZHUௐSLSHௐER[ௐSRVLWLRQLQJௐௐௐ ௐௐௐௐ:LGHௐVWDQFHௐXQGHUFDUULDJHௐPDNHVௐWKLVௐWKHௐPRVWௐVLGHௐVORSHௐVWDEOHௐGULOOௐRQௐWKHௐPDUNHW ௐௐௐௐ+HDY\ௐGXW\ௐURWDWLRQDOௐGULYHௐDQGௐWKUXVWௐGULYHௐFRPSRQHQWVௐSURYLGLQJௐELJௐGULOOௐSHUIRUPDQFHௐRQௐDௐVPDOOௐGULOOௐௐ ௐௐௐௐ3DWHQWHGௐRSHQௐVLGHGௐEUHDNRXW
-7ௐ-7ௐௐௐௐ+RUL]RQWDOௐ'LUHFWLRQDOௐ'ULOOVௐௐௐௐ
ௐௐௐௐௐ2SHUDWRUௐXSWLPHௐIHDWXUHVௐLQFOXGLQJௐPDQXDOௐRYHUULGHVௐIRUௐNH\ௐGULOOLQJௐRSHUDWLRQV ௐௐௐௐ$OWHUQDWHௐMR\VWLFNVௐIRUௐ'LWFKௐ:LWFKௐRUௐ9HUPHHUௐVW\OHௐGULOOௐRSHUDWLRQV ௐௐௐௐ(UJRQRPLFௐRSHUDWRUௐVWDWLRQௐIRUௐKRXUVௐRIௐFRPIRUWDEOHௐRSHUDWLRQ 
ௐௐௐௐ&RQVLVWHQWௐXVHUௐFRQWUROVௐZLWKௐRWKHUௐSODWIRUPௐGULOOௐIDPLO\ௐௐௐ+HOSVௐRSHUDWRUVௐJRௐIURPௐRQHௐPDFKLQHௐWRௐDQRWKHUௐ 
Bid Number: RFP 110421 Vendor Name: The Charles Machine Works, Inc. 







 




ZLWKௐVHDPOHVVௐRSHUDWLRQௐWUDLQLQJௐௐௐ$OVRௐDOORZVௐFRPSRQHQWௐVRXUFLQJௐDQGௐWKHௐXVHௐRIௐPRUHௐFRPPRQௐFRPSRQHQWV ௐௐௐௐ:LUHOHVVௐRSHUDWRUௐFRQWUROௐDOORZVௐWKHௐRSHUDWRUௐWKHௐDELOLW\ௐWRௐPRYHௐWRௐNH\ௐWLJKWௐDUHDVௐHQVXULQJௐSHUIHFWௐVHWXSௐ DQGௐURGௐHQWU\ௐSRLQWVௐௐௐ
ௐௐௐௐ+RUL]RQWDOௐVKXWWOHௐSLSHௐORDGHUௐLQFUHDVHVௐUHOLDELOLW\ௐZKLOHௐPDLQWDLQLQJௐORZHUௐSLSHௐER[ௐSRVLWLRQLQJௐௐௐ ௐௐௐௐ+HDY\ௐGXW\ௐURWDWLRQDOௐGULYHௐDQGௐWKUXVWௐGULYHௐFRPSRQHQWVௐSURYLGLQJௐELJௐGULOOௐSHUIRUPDQFHௐRQௐDௐVPDOOௐGULOOௐௐ ௐௐௐௐ2UDQJHௐ,QWHOௐ7HOHPDWLFVௐ7HFKQRORJ\
ௐௐௐௐ3DWHQWHGௐRSHQௐVLGHGௐEUHDNRXW
ௐௐௐௐ&DUULDJHௐ7KUXVWௐ%UHDN
ௐௐௐௐ3DWHQWHGௐ9LUWXDOௐFDUULDJHௐEUDNH
ௐௐௐௐ7KUXVWௐDQGௐ5RWDWLRQௐOLPLWHU
ௐௐௐௐ3DWHQWHGௐVOLGHௐFDUWULGJHௐUHGXFHVௐGRZQWLPH
$7ௐ$7ௐௐ+RUL]RQWDOௐ'LUHFWLRQDOௐ'ULOOௐௐௐௐ
ௐௐௐௐ3DWHQWHGௐ'XDOௐ3LSHௐV\VWHP3URGXFWLRQௐDQGௐVHUYLFHDELOLW\ ௐௐௐௐ3DWHQWHGௐ5RFNPDVWHUௐKRXVLQJௐ6ZLWFKEDFN
ௐௐௐௐ$OOௐRIௐWKHௐFDOOௐRXWVௐLQௐ-7ௐYHUVLRQௐDERYH
57ௐௐௐௐ5LGLQJௐ7UHQFKHUௐௐௐௐ
ௐௐௐௐ&HQWULIXJDOௐFRROLQJௐIDQ
ௐௐௐௐ6LQJOHௐSLHFHௐDGYDQFHGௐFRPSRVLWHௐKRRGௐZLWKௐOLIWௐDVVLVW ௐௐௐௐ7UHQFKௐGHSWKௐPHWHUௐSURYLGLQJௐGLVSOD\ௐDQGௐORJJLQJௐRIௐWUHQFKௐGHSWKௐGLVWDQFHௐSURILOHௐDQGௐSURGXFWLYLW\ௐ ௐௐௐௐ$QWLVWDOOௐWHFKQRORJ\
ௐௐௐௐ$GYDQFHGௐFUXLVHௐFRQWURO
ௐௐௐௐ(QKDQFHGௐUHDUௐVWHHUௐZLWKௐDFWLYHௐFHQWHUௐFUDEௐ ௐFRRUGLQDWHGௐVWHHULQJௐPRGHV ௐௐௐௐ7LHUௐௐ)LQDO6WDJHௐ9ௐHQJLQHௐDQGௐDIWHUWUHDWPHQW
ௐௐௐௐௐGHJUHHௐVZLYHOௐVHDW
ௐௐௐௐௐVSHHGௐVKLIWRQWKHIO\ௐZௐDXWRVKLIWௐVRIWZDUH
ௐௐௐௐ5HFRQILJXUDEOHௐWRௐWUDFNVௐIRUௐWLUHVௐDVௐQHHGHGௐ
ௐௐௐௐ(OHFWULFௐRYHUௐK\GUDXOLFௐDWWDFKPHQWV
ௐௐௐௐ&$1ௐ%86
ௐௐௐௐ(UJRQRPLFௐRSHUDWRUௐVWDWLRQௐGHVLJQHGௐIRUௐFRROௐRSHUDWLRQௐFRPIRUWௐDQGௐYLVLELOLW\ௐRIௐDWWDFKPHQWVௐ ௐ VXUURXQGLQJVௐ
ௐௐௐௐ&HQWHUௐ ௐRIIVHWௐWUHQFKHUௐSORZௐEDFNKRHௐUHHOௐFDUULHU ௐௐௐௐ0LFURWUHQFKLQJௐ$WWDFKPHQWV
ௐௐௐௐ2SWLRQDOௐ*36ௐDQGௐ7HOHPDWLFVௐZLWKௐ2UDQJH,QWHO70
57ௐௐௐௐ5LGLQJௐ7UHQFKHUௐௐௐௐ
ௐௐௐௐ7LHUௐௐ)LQDOௐRUௐ7LௐRIIHULQJVௐ
ௐௐௐௐ$GYDQFHGௐFUXLVHௐFRQWURO
ௐௐௐௐ5HFRQILJXUDEOHௐWRௐWUDFNVௐIRUௐWLUHVௐDVௐQHHGHG
ௐௐௐௐ6ZLYHOௐVHDW
ௐௐௐௐ&HQWHUௐ ௐRIIVHWௐWUHQFKHUௐFRPERௐVDZௐSORZௐEDFNKRHௐUHHOௐFDUULHU ௐௐௐௐ0LFURWUHQFKLQJௐ$WWDFKPHQWV
ௐௐௐௐ2SWLRQDOௐ*36ௐDQGௐ7HOHPDWLFVௐZLWKௐ2UDQJH,QWHO70ௐௐௐௐ 57ௐ574ௐௐௐௐ5LGLQJௐ7UHQFKHUௐௐௐௐ
ௐௐௐௐ$GYDQFHGௐFUXLVHௐFRQWURO
ௐௐௐௐ6ZLYHOௐVHDW
ௐௐௐௐ&HQWHUௐ ௐRIIVHWௐWUHQFKHUௐFRPERௐVDZௐSORZௐEDFNKRHௐUHHOௐFDUULHU ௐௐௐௐ2SWLRQDOௐ*36ௐZLWKௐ2UDQJH,QWHO70
57ௐ574ௐௐௐௐ5LGLQJௐ7UHQFKHUௐௐௐௐ
ௐௐௐௐ7LHUௐௐ)LQDOௐHQJLQHௐDQGௐDIWHUWUHDWPHQWௐ
ௐௐௐௐ$GYDQFHGௐFUXLVHௐFRQWURO
ௐௐௐௐௐVSHHGௐVKLIWRQWKHIO\ௐZௐDXWRVKLIWௐVRIWZDUH
ௐௐௐௐௐGHJUHHௐVZLYHOௐVHDW
ௐௐௐௐ(OHFWULFௐRYHUௐK\GUDXOLFௐDWWDFKPHQWV
ௐௐௐௐ&$1ௐ%86ௐ
ௐௐௐௐ&HQWHUௐ ௐRIIVHWௐWUHQFKHUௐFRPERௐVDZௐSORZௐEDFNKRHௐUHHOௐFDUULHU ௐௐௐௐ0LFURWUHQFKLQJௐ$WWDFKPHQWV
ௐௐௐௐ(QFORVHGௐFDEௐ

RSWLRQDO
ௐZLWKௐKHDWௐ$&ௐ ௐSUHVVXUL]DWLRQ
ௐௐௐௐ2UDQJH,QWHO70ௐௐ7HOHPDWLFVௐVWDQGDUGௐ
0ௐௐௐௐ5HFODLPHUVௐௐௐௐ
ௐௐௐௐ'HUULFNௐ7HFKQRORJ\
09ௐௐௐௐ+\GURYDFVௐௐௐௐ
ௐௐௐௐௐ+3ௐ9DQJXDUGௐ(QJLQH
ௐௐௐௐ5HYHUVHௐ)ORZௐ
ௐௐௐௐ-LEௐ%RRPௐ
ௐௐௐௐ3XUSRVHௐEXLOWௐYDFௐWUDLOHUௐ
ௐௐௐௐ´ௐ+JௐOLIWௐ
ௐௐௐௐௐ&)0ௐ
ௐௐௐௐ:DWHUௐV\VWHPௐ
+;ௐௐௐௐ+\GURYDFVௐௐௐௐ
ௐௐௐௐ5HYHUVHௐ)ORZௐ
ௐௐௐௐ5HPRWHௐFRQWUROௐRSHUDWLRQௐ
ௐௐௐௐ3RZHUௐ%RRPௐ
ௐௐௐௐ:DWHUௐ6\VWHPௐZௐௐ36,ௐ
ௐௐௐௐ´ௐ+JௐOLIWௐ
ௐௐௐௐ3URVSHFWRUௐ'LJJLQJௐ/DQFH
ௐௐௐௐௐ&)0ௐ
ௐௐௐௐ3XUSRVHௐEXLOWௐYDFௐWUDLOHUௐ
2UDQJHௐ,QWHOௐௐௐௐ7HOHPDWLFVௐௐௐௐ
ௐௐௐௐ6WDQGDUGௐIHDWXUHௐRIௐPDFKLQHௐPRQLWRULQJௐIRUௐODUJHUௐ+'ௐGULOOVௐDQGௐULGLQJௐWUHQFKHUV ௐௐௐௐ*HR)HQFLQJ
ௐௐௐௐ7URXEOHVKRRWLQJ
ௐௐௐௐ2SWLRQDOௐ*36ௐNLWVௐIRUௐVPDOOHUௐFRPSDFWௐHTXLSPHQW
Bid Number: RFP 110421 Vendor Name: The Charles Machine Works, Inc. 







 




 'HVFULEHௐDQ\ௐ³JUHHQ´ௐLQLWLDWLYHVௐWKDWௐUHODWHௐ
WRௐ\RXUௐFRPSDQ\ௐRUௐWRௐ\RXUௐSURGXFWVௐRUௐ
VHUYLFHVௐDQGௐLQFOXGHௐDௐOLVWௐRIௐWKHௐ
FHUWLI\LQJௐDJHQF\ௐIRUௐHDFK
'LWFKௐ:LWFKௐKDVௐDOZD\VௐEHHQௐYHU\ௐGLOLJHQWௐLQௐPDNLQJௐVXUHௐWKDWௐZHௐDUHௐJRRGௐVWHZDUGVௐRIௐWKHௐHQYLURQPHQWௐௐௐ 7KRVHௐHIIRUWVௐKDYHௐEHHQௐUDWFKHWHGௐXSௐWRௐDQௐHYHQௐJUHDWHUௐGHJUHHௐQRZௐWKDWௐZHௐDUHௐSDUWௐRIௐWKHௐ7RURௐIDPLO\ௐௐௐௐ 3DUWௐRIௐWKHௐ7RURௐSXUSRVHௐLVௐWRௐKHOSௐRXUௐFXVWRPHUVௐHQULFKௐWKHௐEHDXW\ௐSURGXFWLYLW\ௐDQGௐVXVWDLQDELOLW\ௐRIௐWKHௐ ODQGௐௐWKHௐIXOOௐGHWDLOVௐRIௐRXUௐVXVWDLQDELOLW\ௐLQLWLDWLYHௐFDQௐEHௐIRXQGௐDWௐ KWWSV
WKHWRURFRPSDQ\FRPVXVWDLQDELOLW\VXVWDLQDELOLW\HQGXUHV 7KHௐ³JUHHQ´ௐLQLWLDWLYHVௐDWௐRXUௐPDQXIDFWXULQJௐIDFLOLW\ௐLQFOXGHௐWKHௐIROORZLQJ

ௐ5HF\FOLQJௐRIௐFDUGERDUGௐJODVVௐSODVWLFௐDQGௐVFUDSௐPHWDOௐௐ :HௐDOVRௐFDSWXUHௐZDVWHௐRLOௐDQGௐDQ\ௐHWK\OHQHௐJO\FROௐIRUௐUHF\FOLQJௐ :RRGHQௐSDOOHWVௐDUHௐWDNHQௐWRௐRXUௐFLW\ௐUHF\FOLQJௐORFDWLRQௐWRௐEHௐVKUHGGHGௐௐ -DQLWRULDOௐVXSSOLHVௐXVHGௐIRUௐFOHDQLQJௐLQௐRXUௐIDFLOLW\ௐDUHௐDOOௐJUHHQௐSURGXFWVௐௐ 0DFKLQHௐFRRODQWௐLQௐRXUௐ1&ௐPDFKLQHVௐDQGௐODWKHVௐLQௐRXUௐPDFKLQHௐVKRSௐDUHௐJUHHQௐௐ 1RௐSHWUROHXPEDVHGௐSURGXFWVௐDUHௐXVHGௐIRUௐFRRODQWௐௐ
/LJKWLQJௐLQௐWKHௐSODQWௐKDVௐEHHQௐFKDQJHGௐRYHUௐWRௐORZௐFRQVXPSWLRQௐIORUHVFHQWௐOLJKWVௐZKLFKௐVDYHௐHQHUJ\ௐௐ 2XUௐSDUNLQJௐORWௐOLJKWVௐDUHௐDOOௐ/('ௐOLJKWVௐDJDLQௐWRௐVDYHௐHQHUJ\ௐௐ :HௐDOVRௐKHDWௐDQGௐFRROௐWKUHHௐRIௐRXUௐEXLOGLQJVௐDWௐRXUௐPDQXIDFWXULQJௐIDFLOLW\ௐZLWKௐJURXQGௐVRXUFHௐKHDWௐSXPSVௐ GHVLJQHGௐWRௐVDYHௐHQHUJ\ௐௐ
6LQFHௐEHLQJௐSXUFKDVHGௐE\ௐ7RURௐWKH\ௐKDYHௐLPSOHPHQWHGௐDௐQHZௐHQHUJ\ௐPDQDJHPHQWௐV\VWHPௐWRௐPRQLWRUௐHQHUJ\ௐ FRQVXPSWLRQௐDQGௐUHVRXUFHௐHIILFLHQF\ௐDWௐSURGXFWLRQௐIDFLOLWLHVௐ ௐ:HௐKDYHௐUHSODFHGௐSDSHUௐPDQXDOVௐZLWKௐRQௐOLQHௐGLJLWDOௐPDQXDOVௐWRௐUHGXFHௐSDSHUௐXVDJH ௐ2XUௐ+DPPHUKHDGௐEUDQGௐLQWURGXFHGௐFXUHௐLQௐSODFHௐSLSHVௐZKHUHE\ௐDJLQJௐDQGௐRUௐUXSWXUHGௐSLSHVௐDUHௐUHSDLUHGௐ ZLWKௐDௐUHYROXWLRQDU\ௐ%OXHௐ/LJKWௐ/('ௐV\VWHPௐௐ7KLVௐV\VWHPௐH[WHQGVௐWKHௐOLIHௐRIௐH[LVWLQJௐSLSHௐQHWZRUNVௐDQGௐ UHGXFHVௐODQGILOOௐZDVWH

 ,GHQWLI\ௐDQ\ௐWKLUGSDUW\ௐLVVXHGௐHFRODEHOVௐ
UDWLQJVௐRUௐFHUWLILFDWLRQVௐWKDWௐ\RXUௐFRPSDQ\ௐ
KDVௐUHFHLYHGௐIRUௐWKHௐHTXLSPHQWௐRUௐ
SURGXFWVௐLQFOXGHGௐLQௐ\RXUௐ3URSRVDOௐUHODWHGௐ
WRௐHQHUJ\ௐHIILFLHQF\ௐRUௐFRQVHUYDWLRQௐOLIH
F\FOHௐGHVLJQௐ
FUDGOHWRFUDGOH
ௐRUௐRWKHUௐ
JUHHQVXVWDLQDELOLW\ௐIDFWRUV
ௐௐ(GLWRU¶Vௐ&KRLFHௐ$ZDUGௐ*UHHQௐ,QGXVWU\ௐ3URV
ௐ6.ௐIXOOVL]HௐVWDQGRQௐVNLGௐVWHHU
ௐ7KHௐ6.ௐZDVௐVHOHFWHGௐE\ௐ*UHHQௐ,QGXVWU\ௐ3URVௐIRUௐDௐ ௐ‡ௐௐௐௐ(GLWRU¶Vௐ&KRLFHௐ$ZDUG
ௐ7KHௐ7RURௐ&RPSDQ\ௐ
SDUHQWௐFRPSDQ\
ௐZDVௐSOHDVHGௐWRௐEHௐUHFRJQL]HGௐDVௐDௐௐ5HF\FOLQJௐ'HPDQGௐ&KDPSLRQௐ E\ௐ7KHௐ$VVRFLDWLRQௐRIௐ3ODVWLFௐ5HF\FOHUVௐ
$35

,QௐௐWKHௐ86ௐ(QYLURQPHQWDOௐ3URWHFWLRQௐ$JHQF\ௐUHFRJQL]HGௐ7KHௐ7RURௐ&RPSDQ\ௐ SDUHQWௐFRPSDQ\
ௐZLWKௐDௐ
:DWHU6HQVHŠௐ([FHOOHQFHௐ$ZDUGௐIRUௐWKHௐILIWKௐFRQVHFXWLYHௐ\HDUௐ7KLVௐSUHVWLJLRXVௐDZDUGௐUHFRJQL]HVௐFRPSDQLHVௐWKDWௐ GHPRQVWUDWHௐDௐFRPPLWPHQWௐWRௐSURPRWLQJௐZDWHUௐHIILFLHQF\ௐDQGௐUHGXFLQJௐZDVWHௐWKURXJKௐHGXFDWLRQௐDQGௐGHYHORSLQJௐ SURGXFWVௐWKDWௐDUHௐLQGHSHQGHQWO\ௐFHUWLILHGௐWRௐXVHௐOHVVௐZDWHU 
 'HVFULEHௐDQ\ௐ:RPHQௐRUௐ0LQRULW\ௐ
%XVLQHVVௐ(QWLW\ௐ
:0%(
ௐ6PDOOௐ%XVLQHVVௐ
(QWLW\ௐ
6%(
ௐRUௐYHWHUDQௐRZQHGௐEXVLQHVVௐ
FHUWLILFDWLRQVௐWKDWௐ\RXUௐFRPSDQ\ௐRUௐKXEௐ
SDUWQHUVௐKDYHௐREWDLQHGௐ8SORDGௐ
GRFXPHQWDWLRQௐRIௐFHUWLILFDWLRQௐ
DVௐ

DSSOLFDEOH
ௐLQௐWKHௐGRFXPHQWௐXSORDGௐ
VHFWLRQௐRIௐ\RXUௐUHVSRQVH
:KLOHௐZHௐGRௐQRWௐKDYHௐDQ\ௐGHDOHUVௐWKDWௐZHௐDUHௐDZDUHௐRIௐZLWKௐFHUWLILFDWLRQVௐLQௐWKHVHௐFDWHJRULHVௐZHௐGRௐKDYHௐWZRௐ GHDOHUVௐWKDWௐKDYHௐDௐIHPDOHௐPDMRULW\ௐRZQHUVKLSௐDQGௐVHYHUDOௐRWKHUVௐZLWKௐQRQPDMRULW\ௐIHPDOHௐRZQHUVKLSௐௐ:HௐDOVRௐ KDYHௐRWKHUௐGHDOHUVௐWKDWௐDUHௐYHWHUDQVௐEXWௐDUHௐQRWௐFHUWLILHGௐDVௐ9HWHUDQௐRZQHGௐFRUSRUDWLRQV 
 :KDWௐXQLTXHௐDWWULEXWHVௐGRHVௐ\RXUௐ
FRPSDQ\ௐ\RXUௐSURGXFWVௐRUௐ\RXUௐVHUYLFHVௐ
RIIHUௐWRௐ6RXUFHZHOOௐSDUWLFLSDWLQJௐHQWLWLHV"ௐ
:KDWௐPDNHVௐ\RXUௐSURSRVHGௐVROXWLRQVௐ
XQLTXHௐLQௐ\RXUௐLQGXVWU\ௐDVௐLWௐDSSOLHVௐWRௐ
6RXUFHZHOOௐSDUWLFLSDWLQJௐHQWLWLHV"
3OHGJHௐRQௐRXUௐ:HEVLWH
ௐ$Wௐ'LWFKௐ:LWFKௐZHௐGRQ¶WௐMXVWௐVHOOௐHTXLSPHQWௐ:HௐSOHGJHௐWRௐEHௐWKHUHௐZKHQௐ\RXௐQHHGௐ XVௐ:LWKௐDௐSURPLVHௐWRௐKHOSௐ\RXௐEHௐPRUHௐSURGXFWLYHௐ$ௐSDVVLRQௐWRௐKHOSௐ\RXௐEHௐPRUHௐSURILWDEOHௐ$QGௐWKHௐVLPSOHௐ XQGHUVWDQGLQJௐWKDWௐWLPHௐLVௐPRQH\
:HௐDUHௐWKHௐRQO\ௐPDQXIDFWXUHUௐLQௐRXUௐLQGXVWU\ௐWKDWௐGHVLJQVௐDQGௐEXLOGVௐWKHௐPDMRULW\ௐRIௐWKHௐFRPSRQHQWVௐXVHGௐLQௐ RXUௐHTXLSPHQWௐRQVLWHௐௐ7KLVௐLVௐZKDWௐZHௐUHIHUௐWRௐDVௐDௐV\VWHPVௐDSSURDFK ௐIRUௐH[DPSOHௐZHௐGHVLJQௐDQGௐ
PDQXIDFWXUHௐRXUௐGLUHFWLRQDOௐGULOOVௐWKHௐGULOOௐSLSHௐWKDWௐLVௐXVHGௐZLWKௐWKHௐGULOOௐWKHௐGRZQௐKROHௐWRROVௐDVௐZHOOௐDVௐWKHௐ HOHFWURQLFௐJXLGDQFHௐV\VWHPௐDWௐRXUௐRZQௐIDFLOLWLHVௐUDWKHUௐWKDQௐSXUFKDVHௐRXWVLGHௐDQGௐEULQJௐLWௐLQௐIRUௐRXUௐSURGXFWVௐௐ 7KLVௐJLYHVௐXVௐDQௐDGYDQWDJHௐE\ௐEHLQJௐUHVSRQVLEOHௐIRUௐRXUௐTXDOLW\ௐDQGௐEHLQJௐDEOHௐWRௐDIIHFWௐFKDQJHௐLQௐDQ\ௐRIௐ WKHVHௐLWHPVௐLQௐDௐPXFKௐVKRUWHUௐWLPHௐIUDPHௐ:HௐIHHOௐWKDWௐXVLQJௐWKHௐDSSURDFKௐGHVFULEHGௐDERYHௐJLYHVௐXVௐWKHௐ DELOLW\ௐWRௐRIIHUௐDௐEHWWHUௐTXDOLW\ௐSURGXFWௐDVௐWKHௐFRPSRQHQWVௐDUHௐGHVLJQHGௐIRUௐXVHௐLQௐDௐSDUWLFXODUௐXQLWௐDVௐ RSSRVHGௐWRௐDௐSXUFKDVHGௐFRPSRQHQWௐRIIௐWKHௐVKHOI
:HௐKDYHௐFRPSHWLWRUVௐLQௐDOOௐRIௐWKHௐSURGXFWVௐWKDWௐZHௐPDQXIDFWXUHௐDWௐ'LWFKௐ:LWFKௐ:KDWௐPDNHVௐDௐGLIIHUHQFHௐLVௐ KRZௐZHௐPDQXIDFWXUHௐRXUௐSURGXFWVௐYVௐRXUௐFRPSHWLWLRQௐ0DQXIDFWXULQJௐDௐODUJHௐSRUWLRQௐRIௐRXUௐSURGXFWVௐRXUVHOYHVௐ JLYHVௐXVௐDGYDQWDJHVௐWKDWௐDUHௐQRWௐWKHௐVDPHௐDVௐRXUௐFRPSHWLWLRQௐ$ௐJRRGௐH[DPSOHௐLVௐWKHௐIDFWௐWKDWௐZHௐGHVLJQௐDQGௐ PDQXIDFWXUHௐRXUௐ'LUHFWLRQDOௐ'ULOOVௐWKHௐGULOOௐSLSHௐWKDWௐJRHVௐZLWKௐWKDWௐSDUWLFXODUௐPRGHOௐDQGௐWKHௐHOHFWURQLFVௐWKDWௐJRௐ ZLWKௐWKHௐGULOOௐWRௐWUDFNௐLWVௐSURJUHVVௐDQGௐJLYHௐDFFXUDWHௐORFDWLRQௐLQIRUPDWLRQௐ2XUௐFRPSHWLWRUVௐGRQ¶WௐPDNHௐWKHLUௐRZQௐ GULOOௐSLSHௐRUௐHOHFWURQLFVௐDVௐWKH\ௐGHSHQGௐRQௐRWKHUௐPDQXIDFWXUHUVௐWRௐVXSSO\ௐWKHPௐ:HௐKDYHௐEHWWHUௐFRQWUROௐDQGௐFDQௐ PDNHௐQHFHVVDU\ௐFKDQJHVௐIDVWHUௐE\ௐQRWௐKDYLQJௐWRௐGHSHQGௐRQௐRWKHUௐFRPSDQLHV :HௐDOVRௐPDQXIDFWXUHௐRXUௐRZQௐWDQNVௐDQGௐWUDLOHUVௐIRUௐRXUௐYDFௐV\VWHPVௐ$JDLQௐRXUௐFRPSHWLWRUVௐUHO\ௐRQௐRWKHUௐ PDQXIDFWXUHUVௐIRUௐWKHVHௐSURGXFWV
2XUௐIDFWRU\ௐWUDLQHGௐWHFKQLFLDQVௐPDNHௐ'LWFKௐ:LWFKௐVHUYLFHௐVWDQGௐRXWௐLQௐWKHௐLQGXVWU\ௐௐ7KHௐ'LWFKௐ:LWFKௐ 3UR7HFKQLFLDQௐSURJUDPௐZDVௐGHYHORSHG
E\ௐWKHௐ'LWFKௐ:LWFKŠௐRUJDQL]DWLRQௐWRௐSURYLGHௐFRPSUHKHQVLYHௐSURGXFWௐWUDLQLQJௐIRUௐ'LWFKௐ:LWFKௐVHUYLFHௐWHFKQLFLDQVௐ 7KLVௐH[WHQVLYHௐWUDLQLQJ
SURJUDPௐௐFRQVLVWLQJௐRIௐEURQ]HௐVLOYHUௐDQGௐJROGௐOHYHOVௐௐIRFXVHVௐVSHFLILFDOO\ௐRQௐ'LWFKௐ:LWFKௐSURGXFWVௐDQGௐ LQVXUHVௐWKDWௐWKHௐWHFKQLFLDQVௐWKDWௐVHUYLFHௐDQGௐUHSDLUௐ\RXUௐPDFKLQHVௐDUHௐDPRQJௐWKH PRVWௐNQRZOHGJHDEOHௐLQௐWKHௐLQGXVWU\
)RUௐDOOௐRIௐWKHVHௐUHDVRQVௐ'LWFKௐ:LWFKௐKDVௐEHFRPHௐV\QRQ\PRXVௐZLWKௐWKHௐXQGHUJURXQGௐWUHQFKLQJௐLQGXVWU\ௐ0XFKௐ OLNHௐ.OHHQH[ௐLVௐWRௐIDFLDOௐWLVVXHௐ'LWFKௐ:LWFKௐLVௐWRௐXQGHUJURXQGௐWUHQFKLQJௐPDFKLQHVௐௐ7KHUHௐLVௐDௐORWௐRIௐYDOXHௐWRௐDௐ FXVWRPHUௐWRௐSXUFKDVHௐIURPௐVXFKௐDௐKLJKO\ௐUHFRJQL]HGௐPDQXIDFWXUHU 
Bid Number: RFP 110421 Vendor Name: The Charles Machine Works, Inc. 







 




7DEOH

:DUUDQW\
'HVFULEHLQGHWDLO\RXUPDQXIDFWXUHUZDUUDQW\SURJUDPLQFOXGLQ JFRQGLWLRQVDQGUHTXLUHPHQWVWRTXDOLI\FODLPVSURFHGXUHDQG RYHUDOOVWUXFWXUH<RX PD\XSORDGUHSUHVHQWDWLYHVDPSOHVRI\RXUZDUUDQW\PDWHULDOV L IDSSOLFDEOH
LQWKHGRFXPHQWXSORDGVHFWLRQRI\RXUUHVSRQVHL QDGGLWLRQWR UHVSRQGLQJWRWKHTXHVWLRQVEHORZ
/LQH,WHP 4XHVWLRQ 5HVSRQVH
 'Rௐ\RXUௐZDUUDQWLHVௐFRYHUௐDOOௐSURGXFWVௐSDUWVௐDQGௐODERU" <HVௐ RXUௐVWDQGDUGௐIDFWRU\ௐZDUUDQW\ௐFRYHUVௐDOOௐSURGXFWVௐIRUௐIDLOXUHVௐLQௐPDWHULDOௐDQGௐ ZRUNPDQVKLSௐ
([FOXGLQJௐZHDUௐLWHPV
ௐௐௐ$OOௐௐSDUWVௐDQGௐODERUௐIRUௐZDUUDQWDEOHௐIDLOXUHVௐDUHௐ
FRYHUHGௐE\ௐWKHௐVWDQGDUGௐZDUUDQW\ௐ
7KHௐ6RXUFHZHOOௐPHPEHUௐLVௐUHVSRQVLEOHௐIRUௐDOOௐUHTXLUHGௐPDLQWHQDQFHௐDQGௐDGMXVWPHQWVௐDVௐ VWDWHGௐLQௐWKHௐRSHUDWLQJௐPDQXDOௐIRUௐHDFKௐPRGHOௐௐ)DLOXUHௐWRௐSHUIRUPௐUHTXLUHGௐPDLQWHQDQFHௐ PD\ௐEHௐJURXQGVௐIRUௐGHQLDOௐRIௐZDUUDQW\ௐIRUௐDௐFRPSRQHQWௐQHJDWLYHO\ௐDIIHFWHGௐE\ௐIDLOXUHௐWRௐ SHUIRUPௐPDLQWHQDQFH
([FOXVLRQVௐIURPௐ3URGXFWௐ:DUUDQW\
‡$OOௐLQFLGHQWDOௐRUௐFRQVHTXHQWLDOௐGDPDJHV
‡$OOௐGHIHFWVௐGDPDJHVௐRUௐLQMXULHVௐFDXVHGௐE\ௐPLVXVHௐDEXVHௐLPSURSHUௐLQVWDOODWLRQௐDOWHUDWLRQௐ QHJOHFWௐRUௐXVHVௐRWKHUௐWKDQௐWKRVHௐIRUௐZKLFKௐSURGXFWVௐZHUHௐLQWHQGHG ‡$OOௐGHIHFWVௐGDPDJHVௐRUௐLQMXULHVௐFDXVHGௐE\ௐLPSURSHUௐWUDLQLQJௐRSHUDWLRQௐRUௐVHUYLFLQJௐRIௐ SURGXFWVௐLQௐDௐPDQQHUௐLQFRQVLVWHQWௐZLWKௐPDQXIDFWXUHU¶VௐUHFRPPHQGDWLRQV ‡$OOௐHQJLQHVௐDQGௐHQJLQHௐDFFHVVRULHVௐ
WKHVHௐDUHௐFRYHUHGௐE\ௐRULJLQDOௐPDQXIDFWXUHU¶VௐZDUUDQW\

‡7LUHVௐEHOWVௐDQGௐRWKHUௐSDUWVௐZKLFKௐPD\ௐEHௐVXEMHFWௐWRௐDQRWKHUௐPDQXIDFWXUHU¶VௐZDUUDQW\ௐ VXFKௐ
ZDUUDQW\ௐZLOOௐEHௐDYDLODEOHௐWRௐSXUFKDVHU
$ௐFRS\ௐRIௐRXUௐOLPLWHGௐZDUUDQW\ௐFDQௐEHௐIRXQGௐLQௐWKHௐ$WWDFKHGௐ2ZQHUVௐ0DQXDOௐௐௐ(DFKௐ PDFKLQHௐSXUFKDVHGௐZLOOௐFRPHௐZLWKௐDௐFRS\ௐRIௐWKHௐRZQHUVௐPDQXDOௐZKLFKௐFRQWDLQVௐDௐFRS\ௐRIௐ RXUௐPDQXIDFWXUHUVௐOLPLWHGௐZDUUDQW\

 'Rௐ\RXUௐZDUUDQWLHVௐLPSRVHௐXVDJHௐUHVWULFWLRQVௐRUௐRWKHUௐ OLPLWDWLRQVௐWKDWௐDGYHUVHO\ௐDIIHFWௐFRYHUDJH"
1Rௐௐ
VHHௐVHFWLRQௐௐIRUௐDQ\ௐH[FOXVLRQV

 'Rௐ\RXUௐZDUUDQWLHVௐFRYHUௐWKHௐH[SHQVHௐRIௐWHFKQLFLDQV¶ௐWUDYHOௐ WLPHௐDQGௐPLOHDJHௐWRௐSHUIRUPௐZDUUDQW\ௐUHSDLUV"
<HVௐ)RUௐDQ\ௐXQLWௐWKDWௐLVௐRYHUௐKSௐZHௐSD\ௐRXUௐGHDOHUVKLSVௐDௐIHHௐIRUௐXSௐWRௐௐPLOHVௐLIௐDௐ VHUYLFHௐWUXFNௐLVௐGLVSDWFKHGௐSOXVௐSD\ௐIRUௐSDUWVௐDQGௐODERUௐIRUௐWKHௐUHSDLUVௐௐ2WKHUௐWUDYHOௐWLPHௐ PD\ௐEHௐDSSURYHGௐRQௐDௐFDVHௐE\ௐFDVHௐEDVLVௐDVௐGHHPHGௐQHFHVVDU\ 
 $UHௐWKHUHௐDQ\ௐJHRJUDSKLFௐUHJLRQVௐRIௐWKHௐ8QLWHGௐ6WDWHVௐRUௐ &DQDGDௐ
DVௐDSSOLFDEOH
ௐIRUௐZKLFKௐ\RXௐFDQQRWௐSURYLGHௐDௐ
FHUWLILHGௐWHFKQLFLDQௐWRௐSHUIRUPௐZDUUDQW\ௐUHSDLUV"ௐௐ+RZௐZLOOௐ 6RXUFHZHOOௐSDUWLFLSDWLQJௐHQWLWLHVௐLQௐWKHVHௐUHJLRQVௐEHௐSURYLGHGௐ VHUYLFHௐIRUௐZDUUDQW\ௐUHSDLU"
1Rௐௐ2XUௐGHDOHUௐQHWZRUNௐHQFRPSDVVHVௐWKHௐHQWLUHW\ௐRIௐWKHௐ8QLWHGௐ6WDWHVௐDQGௐ&DQDGDௐ:Hௐ KDYHௐௐEULFNௐDQGௐPRUWDUௐORFDWLRQVௐZLWKௐVHUYLFHௐWUXFNVௐDQGௐRYHUௐௐWHFKQLFLDQVௐIRUௐ VHUYLFHௐDQGௐZDUUDQW\ௐUHSDLUV 

:LOOௐ\RXௐFRYHUௐZDUUDQW\ௐVHUYLFHௐIRUௐLWHPVௐPDGHௐE\ௐRWKHUௐ PDQXIDFWXUHUVௐWKDWௐDUHௐSDUWௐRIௐ\RXUௐSURSRVDOௐRUௐDUHௐWKHVHௐ ZDUUDQWLHVௐLVVXHVௐW\SLFDOO\ௐSDVVHGௐRQௐWRௐWKHௐRULJLQDOௐ
HTXLSPHQWௐPDQXIDFWXUHU"
<HVௐH[FOXGLQJௐWKHௐIROORZLQJ
ௐௐ(QJLQHVௐWLUHVௐEDWWHULHVௐRUௐ9DQ$LUௐ6\VWHPVௐZKLFKௐDUHௐFRYHUHGௐ E\ௐWKHLUௐUHVSHFWLYHௐPDQXIDFWXUHUVௐZDUUDQWLHV 
 :KDWௐDUHௐ\RXUௐSURSRVHGௐH[FKDQJHௐDQGௐUHWXUQௐSURJUDPVௐDQGௐ SROLFLHV"
1HZௐXQXVHGௐXQLQVWDOOHGௐSDUWVௐLQௐWKHLUௐRULJLQDOௐFRQWDLQHUVௐDUHௐHOLJLEOHௐIRUௐUHWXUQௐZLWKLQௐ ௐ
GD\VௐRIௐSXUFKDVHௐௐ5HWXUQௐVKLSPHQWௐWRௐ'LWFKௐ:LWFKௐZLOOௐEHௐWKHௐUHVSRQVLELOLW\ௐRIௐWKHௐFXVWRPHU $OOௐVDOHVௐRIௐZKROHJRRGVௐDUHௐILQDOௐDQGௐQRWௐHOLJLEOHௐIRUௐUHWXUQௐ :HௐUHVHUYHௐWKHௐULJKWௐWRௐPDNHௐJRRGௐIDLWKௐFXVWRPHUௐVDWLVIDFWLRQௐGHFLVLRQVௐRQௐDOOௐFXVWRPHUௐ SXUFKDVHVௐXSௐWRௐDQGௐLQFOXGLQJௐUHWXUQVH[FKDQJHV

 'HVFULEHௐDQ\ௐVHUYLFHௐFRQWUDFWௐRSWLRQVௐIRUௐWKHௐLWHPVௐLQFOXGHGௐ LQௐ\RXUௐSURSRVDO
7KHௐ'LWFKௐ:LWFKௐGHDOHUVKLSௐRIIHUVௐXSௐWRௐDௐௐKRXUௐVHUYLFHௐFRQWUDFWௐWKDWௐFDQௐEHௐSXUFKDVHGௐ ORFDOO\ௐIURPௐWKHௐVHUYLFLQJௐGHDOHUௐௐௐ,IௐDௐFXVWRPHUௐFKRRVHVௐDௐVHUYLFHௐFRQWUDFWௐWKHௐSULFHௐZLOOௐEHௐ LQFOXGHGௐRQௐWKHௐ6RXUFHZHOOௐTXRWH

7DEOH
3D\PHQW7HUPVDQG)LQDQFLQJ2SWLRQV
/LQH
,WHP 4XHVWLRQ 5HVSRQVH 
 'HVFULEHௐ\RXUௐSD\PHQWௐWHUPVௐDQGௐDFFHSWHGௐSD\PHQWௐ
PHWKRGV"
3D\PHQWௐWHUPVௐDUHௐ1HWௐௐௐ:HௐDFFHSWௐFKHFNௐDQGௐRUௐSD\PHQWௐYLDௐ$&+ௐWUDQVIHU   'HVFULEHௐDQ\ௐOHDVLQJௐRUௐILQDQFLQJௐRSWLRQVௐDYDLODEOHௐIRUௐ XVHௐE\ௐHGXFDWLRQDOௐRUௐJRYHUQPHQWDOௐHQWLWLHV
'LWFKௐ:LWFKŠௐ)LQDQFLDOௐ6HUYLFHVௐRXUௐLQKRXVHௐILQDQFHௐJURXSௐRIIHUVௐDௐFRPSOHWHௐSDFNDJHௐRIௐOHDVLQJௐDQGௐ FRQGLWLRQDOௐVDOHVௐSURJUDPVௐWRௐPHHWௐWKHௐQHHGVௐRIௐRXUௐFXVWRPHUVௐௐ/HDVHௐWHUPVௐDQGௐUDWHVௐDUHௐDVௐIROORZV

7KHௐௐௐ ௐௐPRQWKௐOHDVHௐ,QGH[ௐUDWHௐLVௐGHWHUPLQHGௐEDVHGௐRQௐWKHௐௐ\HDUௐௐ\HDUௐDQGௐௐ\HDUௐSXEOLVKHGௐ VZDSௐUDWHVௐRQௐWKHௐ%RDUGௐRIௐ*RYHUQRUVௐRIௐWKHௐ)HGHUDOௐ5HVHUYHௐ6\VWHPௐDQGௐLVௐDGMXVWHGௐTXDUWHUO\ௐௐ7KHௐ'LWFKௐ :LWFKŠௐ)LQDQFLDOௐ6HUYLFHVௐ
':)6
ௐVWDQGDUGௐOHDVHௐLVௐDௐSXUFKDVHௐRSWLRQௐOHDVHௐDQGௐQRWௐFRQVLGHUHGௐDௐIDLUௐ PDUNHWௐYDOXHௐOHDVHௐௐ5HVLGXDOVௐDUHௐGHWHUPLQHGௐEHIRUHௐFRQWUDFWௐDJUHHPHQWௐKDVௐEHHQௐVLJQHG /HDVHௐWHUPVௐDUHௐௐDQGௐௐPRQWKV
'LWFKௐ:LWFKŠௐ)LQDQFLDOௐ6HUYLFHVௐ
':)6
ௐLVௐDௐSULYDWHௐODEHOௐJURXSௐXQGHUௐ%DQNௐRIௐWKHௐ:HVWௐZKLFKௐLVௐDௐ VXEVLGLDU\ௐEDQNௐRIௐ%13ௐ3DULEDV

 'HVFULEHௐDQ\ௐVWDQGDUGௐWUDQVDFWLRQௐGRFXPHQWVௐWKDWௐ\RXௐ SURSRVHௐWRௐXVHௐLQௐFRQQHFWLRQௐZLWKௐDQௐDZDUGHGௐFRQWUDFWௐ

RUGHUௐIRUPVௐWHUPVௐDQGௐFRQGLWLRQVௐVHUYLFHௐOHYHOௐ
DJUHHPHQWVௐHWF
ௐ8SORDGௐDௐVDPSOHௐRIௐHDFKௐ
DVௐ

DSSOLFDEOH
ௐLQௐWKHௐGRFXPHQWௐXSORDGௐVHFWLRQௐRIௐ\RXUௐ
UHVSRQVH
:HௐZLOOௐSURYLGHௐWKHௐFXVWRPHUௐZLWKௐDQௐDXWKRUL]HGௐ6RXUFHZHOOௐSULFHௐTXRWHௐIURPௐ'LWFKௐ:LWFKௐIRUௐDQ\ௐSURGXFWௐDௐ 6RXUFHZHOOௐPHPEHUௐZLVKHVௐWRௐKDYHௐTXRWHGௐௐௐ:HௐZLOOௐDFFHSWௐDௐVWDQGDUGௐ3XUFKDVHௐ2UGHUௐIURPௐWKHௐFXVWRPHUௐௐ ௐ
2QFHௐWKHௐXQLWௐLVௐGHOLYHUHGௐE\ௐWKHௐORFDOௐVHUYLFLQJௐGHDOHUௐWKHௐFXVWRPHUௐZLOOௐQHHGௐWRௐVLJQௐDௐGHOLYHU\ௐUHFHLSWௐௐௐ 'LWFKௐ:LWFKௐZLOOௐWKHQௐLQYRLFHௐWKHௐPHPEHUௐRQௐRXUௐVWDQGDUGௐLQYRLFHௐௐௐ6DPSOHௐFRSLHVௐDUHௐDWWDFKHG   'Rௐ\RXௐDFFHSWௐWKHௐ3FDUGௐSURFXUHPHQWௐDQGௐSD\PHQWௐ
SURFHVV"ௐ,IௐVRௐLVௐWKHUHௐDQ\ௐDGGLWLRQDOௐFRVWௐWRௐ
6RXUFHZHOOௐSDUWLFLSDWLQJௐHQWLWLHVௐIRUௐXVLQJௐWKLVௐSURFHVV" 1RௐQRWௐDWௐWKLVௐWLPHௐௐ
:HௐUHVHUYHௐWKHௐULJKWௐWRௐLQLWLDWHௐWKHௐDFFHSWDQFHௐRIௐ3&DUGVௐDWௐDௐIXWXUHௐGDWHௐRIௐRXUௐFKRRVLQJௐVKRXOGௐZHௐGHFLGH ௐ
WRௐSXUVXHௐDௐ3&DUGௐSD\PHQWௐPHWKRG

Bid Number: RFP 110421 Vendor Name: The Charles Machine Works, Inc. 







 




7DEOH
3ULFLQJDQG'HOLYHU\
3URYLGHGHWDLOHGSULFLQJLQIRUPDWLRQLQWKHTXHVWLRQVWKDWIROORZEHORZ.HHSLQPLQGWKDWUHDVRQDEOHSULFHDQGSURGXFWDGMXVWPHQWVFDQEHPDGHGXULQJWKHWHUPRI DQDZDUGHG&RQWUDFWDVGHVFULEHGLQWKH5)3WKHWHPSODWH&RQWUDFWDQGWKH6RXUFHZHOO3ULFHDQG3URGXFW&KDQJH5HTXHVW)RUP /LQH
,WHP 4XHVWLRQ 5HVSRQVH 
 'HVFULEHௐ\RXUௐSULFLQJௐPRGHOௐ
HJௐOLQHLWHPௐGLVFRXQWVௐRUௐSUR GXFWFDWHJRU\ௐ

GLVFRXQWV
ௐ3URYLGHௐGHWDLOHGௐSULFLQJௐGDWDௐ
LQFOXGLQJௐVWDQGDUGௐRUௐOLVWௐ
SULFLQJௐDQGௐWKHௐ6RXUFHZHOOௐGLVFRXQWHGௐSULFH
ௐRQௐDOOௐRIௐWKHௐLWHPVௐWKDWௐ\RXௐ
ZDQWௐ6RXUFHZHOOௐWRௐFRQVLGHUௐDVௐSDUWௐRIௐ\RXUௐ5)3ௐUHVSRQVHௐ,IௐDSSOLFDEOHௐ SURYLGHௐDௐ6.8ௐIRUௐHDFKௐLWHPௐLQௐ\RXUௐSURSRVDOௐ8SORDGௐ\RXUௐSULFLQJௐ PDWHULDOVௐ
LIௐDSSOLFDEOH
ௐLQௐWKHௐGRFXPHQWௐXSORDGௐVHFWLRQௐRIௐ\RXUௐUHVSRQVH
2XUௐSULFLQJௐPRGHOௐLVௐDௐGLVFRXQWௐIURPௐWKHௐ0DQXIDFWXUHVௐ6WDWHGௐ5HWDLOௐ3ULFHௐௐ0653ௐ RQௐHDFKௐSURGXFWௐௐௐ$WWDFKHGௐWRௐWKHௐ5)3ௐLVௐDௐOLVWௐRIௐDOOௐSURGXFWVௐDQGௐWKHLUௐ0653ௐ SULFHVௐௐௐ'LVFRXQWVௐWRௐ&DQDGDௐZLOOௐEHௐௐOHVVௐWKDQௐWKHௐGLVFRXQWVௐRIIHUHGௐLQௐWKHௐ 86ௐௐ7KLVௐZLOOௐDFFRXQWௐIRUௐDOOௐFXVWRPVௐIHHVௐDQGௐRWKHUௐDVVRFLDWHGௐFRVWVௐDVVRFLDWHGௐ ZLWKௐVKLSSLQJௐIURPௐWKHௐ86ௐWRௐ&DQDGDௐ$WWDFKHGௐDUHௐSULFHௐOLVWVௐE\ௐPRGHOௐ1RWH ௐ
:HௐKDYHௐLQFOXGHGௐWKHௐSULFHௐOLVWVௐLQௐERWKௐH[FHOௐDQGௐ3')ௐIRUPDWௐLQௐFDVHௐWKHUHௐDUHௐ DQ\ௐLVVXHVௐZLWKௐRSHQLQJௐODUJHௐH[FHOௐILOHV

 4XDQWLI\ௐWKHௐSULFLQJௐGLVFRXQWௐUHSUHVHQWHGௐE\ௐWKHௐSULFLQJௐSURS RVDOௐLQௐWKLVௐ UHVSRQVHௐ)RUௐH[DPSOHௐLIௐWKHௐSULFLQJௐLQௐ\RXUௐUHVSRQVHௐUHSUHVHQWVௐDௐ SHUFHQWDJHௐGLVFRXQWௐIURPௐ0653ௐRUௐOLVWௐVWDWHௐWKHௐSHUFHQWDJHௐRUௐ SHUFHQWDJHௐUDQJH
'LWFKௐ:LWFKௐLVௐRIIHULQJௐௐGLVFRXQWVௐXSௐWRௐௐIURPௐRXUௐPDQXIDFWXUHUVௐVWDWHGௐUHWDLOௐ SULFHVௐௐRQௐDOOௐ'LWFKௐ:LWFKௐ+DPPHUKHDGௐDQGௐ6XEVLWHௐHTXLSPHQWௐௐௐ6HHௐDWWDFKHGௐ SULFLQJௐVKHHWVௐIRUௐVSHFLILFௐGLVFRXQWVௐRQௐHDFKௐPRGHOௐௐ1RWH ௐ:HௐKDYHௐLQFOXGHGௐWKHௐ
SULFHௐOLVWVௐLQௐERWKௐH[FHOௐDQGௐ3')ௐIRUPDWௐLQௐFDVHௐWKHUHௐDUHௐDQ\ௐLVVXHVௐZLWKௐ RSHQLQJௐODUJHௐH[FHOௐILOHV

 'HVFULEHௐDQ\ௐTXDQWLW\ௐRUௐYROXPHௐGLVFRXQWVௐRUௐUHEDWHௐSURJUDPVௐ WKDWௐ\RXௐ RIIHU
6LQFHௐZHௐFRQVLGHUௐWKHௐ6RXUFHZHOOௐ&RQWUDFWௐDQGௐWKHUHIRUHௐWKHLUௐPHPEHUVௐWRௐ FRUSRUDWHO\ௐTXDOLI\ௐIRUௐKLJKௐYROXPHௐGLVFRXQWVௐRUௐUHEDWHVௐZHௐRIIHUௐDௐYHU\ௐDWWUDFWLYHௐ GLVFRXQWௐXSௐIURQWௐRQௐDOOௐPDFKLQHVௐௐ2XUௐSULFLQJௐLVௐEHVWௐSULFLQJௐXSௐIURQWௐDQGௐ WKHUHIRUHௐDGGLWLRQDOௐYROXPHௐGLVFRXQWVௐRUௐUHEDWHVௐDUHௐQRWௐQHFHVVDU\ௐDQGௐWKHUHIRUHௐ QRWௐRIIHUHGௐLQௐRXUௐSURSRVDOௐௐ/RFDOௐGHDOHUVௐPD\ௐIURPௐWLPHௐWRௐWLPHௐPD\ௐRIIHUௐ VSHFLDOௐSULFLQJௐWRௐFRPSHWHௐLQௐWKHLUௐORFDOௐPDUNHWVௐௐ6XFKௐSULFLQJௐZLOOௐEHௐDWௐGHDOHUௐ GLVFUHWLRQௐDQGௐZLOOௐDOZD\VௐEHௐEHORZௐWKHௐ6RXUFHZHOOௐFRQWUDFWௐSULFH 

3URSRVHௐDௐPHWKRGௐRIௐIDFLOLWDWLQJௐ³VRXUFHG´ௐSURGXFWVௐRUௐUHODWH GௐVHUYLFHVௐ ZKLFKௐPD\ௐEHௐUHIHUUHGௐWRௐDVௐ³RSHQௐPDUNHW´ௐLWHPVௐRUௐ³QRQVWDQGDUGௐ RSWLRQV´ௐ)RUௐH[DPSOHௐ\RXௐPD\ௐVXSSO\ௐVXFKௐLWHPVௐ³DWௐFRVW´ௐRUௐ³DWௐFRVWௐ SOXVௐDௐSHUFHQWDJH´ௐRUௐ\RXௐPD\ௐVXSSO\ௐDௐTXRWHௐIRUௐHDFKௐVXFKௐUHTXHVW 6RXUFHGௐSURGXFWVௐZLOOௐEHௐSURYLGHGௐORFDOO\ௐWKURXJKௐWKHௐGHOLYHULQJௐGHDOHUௐௐௐௐ7KHௐ GHOLYHULQJௐGHDOHUௐZLOOௐSURYLGHௐDௐTXRWHௐIRUௐWKHௐQRQௐ'LWFKௐ:LWFKௐVRXUFHGௐSURGXFWௐ DQGௐWKHௐTXRWHௐZLOOௐEHௐDGGHGௐRQWRௐWKHௐTXRWHௐIRUௐWKHௐ6RXUFHZHOOௐFXVWRPHUௐௐ7KHௐ FXVWRPHUௐZLOOௐKDYHௐWKHௐRSWLRQௐWRௐDFFHSWௐWKHௐTXRWHGௐSULFHௐRUௐUHMHFWௐWKHௐSULFHௐDQGௐ FKRRVHௐWRௐRQO\ௐSXUFKDVHௐWKHௐDSSURYHGௐ6RXUFHZHOOௐSURGXFWௐIURPௐ'LWFKௐ:LWFKௐRUௐLWVௐ VLVWHUௐFRPSDQLHVௐௐௐௐ7KHQௐWKHௐFXVWRPHUௐZRXOGௐEHௐIUHHௐWRௐSXUFKDVHௐDௐ6RXUFHGௐ LWHPௐIURPௐWKHௐEUDQGௐRIௐWKHLUௐFKRRVLQJ

 ,GHQWLI\ௐDQ\ௐHOHPHQWௐRIௐWKHௐWRWDOௐFRVWௐRIௐDFTXLVLWLRQௐWKDWௐLV ௐ127ௐLQFOXGHGௐ LQௐWKHௐSULFLQJௐVXEPLWWHGௐZLWKௐ\RXUௐUHVSRQVHௐ7KLVௐLQFOXGHVௐDOOௐDGGLWLRQDOௐ FKDUJHVௐDVVRFLDWHGௐZLWKௐDௐSXUFKDVHௐWKDWௐDUHௐQRWௐGLUHFWO\ௐLGHQWLILHGௐDVௐ IUHLJKWௐRUௐVKLSSLQJௐFKDUJHVௐ)RUௐH[DPSOHௐOLVWௐFRVWVௐIRUௐLWHPVௐOLNHௐSUH GHOLYHU\ௐLQVSHFWLRQௐLQVWDOODWLRQௐVHWௐXSௐPDQGDWRU\ௐWUDLQLQJௐRUௐLQLWLDOௐ LQVSHFWLRQௐ,GHQWLI\ௐDQ\ௐSDUWLHVௐWKDWௐLPSRVHௐVXFKௐFRVWVௐDQGௐWKHLUௐ UHODWLRQVKLSௐWRௐWKHௐ3URSRVHU
7KHUHௐDUHௐLQVWDOODWLRQௐFKDUJHVௐDVVRFLDWHGௐZLWKௐFHUWDLQௐRSWLRQDOௐIHDWXUHVௐWKDWௐPD\ௐ QHHGௐWRௐEHௐLQVWDOOHGௐRQௐWKHௐ'LWFKௐ:LWFKௐPDFKLQHVௐௐ,QVWDOODWLRQ ௐFKDUJHVௐௐIRUௐWKRVHௐ
LWHPVௐZLOOௐEHௐFOHDUO\ௐOLVWHGௐௐRQௐWKHௐTXRWHௐIRUௐWKHௐ6RXUFHZHOOௐFXVWRPHU 
 ,IௐIUHLJKWௐGHOLYHU\ௐRUௐVKLSSLQJௐLVௐDQௐDGGLWLRQDOௐFRVWௐWRௐWK Hௐ6RXUFHZHOOௐ SDUWLFLSDWLQJௐHQWLW\ௐGHVFULEHௐLQௐGHWDLOௐWKHௐFRPSOHWHௐIUHLJKWௐVKLSSLQJௐDQGௐ GHOLYHU\ௐSURJUDP
$OOௐSURGXFWVௐDUHௐVKLSSHGௐIURPௐRXUௐIDFWRU\ௐLQௐ3HUU\ௐ2.ௐWRௐWKHௐORFDOௐ'LWFKௐ:LWFKௐ GHDOHUௐௐWKDWௐZLOOௐEHௐPDNLQJௐWKHௐILQDOௐGHOLYHU\ௐRIௐWKHௐSURGXFWௐWRௐWKHௐ6RXUFHZHOOௐ PHPEHUௐௐௐௐ:HௐKDYHௐDWWDFKHGௐDௐIUHLJKWௐPDWUL[ௐWKDWௐGHWDLOVௐFXUUHQWௐVKLSSLQJௐUDWHVௐ WRௐHDFKௐJHRJUDSKLFௐDUHDௐRIௐWKHௐFRXQWU\ௐLQFOXGLQJௐUDWHVௐWRௐVKLSௐLQWRௐ&DQDGDௐௐௐௐௐௐ 7KHௐORFDOௐGHDOHUௐGRHVௐQRWௐFKDUJHௐIUHLJKWௐRUௐDௐGHOLYHU\ௐFKDUJHௐIRUௐILQDOௐGHOLYHU\ௐ IURPௐKHௐGHDOHUௐWRௐWKHௐORFDOௐ6RXUFHZHOOௐPHPEHUௐ2WKHUௐIUHLJKWௐFKDUJHVௐSHUௐLWHPௐDUHௐ LQFOXGHGௐLQௐWKHௐSULFLQJௐOLVWV
,QௐFHUWDLQௐLQVWDQFHVௐ6RXUFHZHOOௐPHPEHUVௐPD\ௐWDNHௐGHOLYHU\ௐIURPௐGHDOHUௐLQYHQWRU\ௐ KRZHYHUௐVXFKௐLQYHQWRU\ௐZLOOௐEHௐVXEMHFWௐWRௐWKHௐVDPHௐIUHLJKWௐFKDUJHVௐDVௐQHZௐ SURGXFWLRQௐRUGHUVௐIURPௐWKHௐIDFWRU\ௐௐௐ
)UHLJKWௐWRௐ+DZDLLௐDQGௐ$ODVNDௐZLOOௐEHௐTXRWHGௐVHSDUDWHO\ௐDVௐQHHGHGௐௐௐௐ $OOௐIUHLJKWௐFKDUJHVௐZLOOௐEHௐOLVWHGௐRQௐWKHௐILQDOௐTXRWHௐSURYLGHGௐWRௐDOOௐ6RXUFHZHOOௐ FXVWRPHUVௐSULRUௐWRௐWKHLUௐSODFHPHQWௐRIௐWKHௐRUGHUௐWRௐ'LWFKௐ:LWFK 
 6SHFLILFDOO\ௐGHVFULEHௐIUHLJKWௐVKLSSLQJௐDQGௐGHOLYHU\ௐWHUPVௐR UௐSURJUDPVௐ DYDLODEOHௐIRUௐ$ODVNDௐ+DZDLLௐ&DQDGDௐRUௐDQ\ௐRIIVKRUHௐGHOLYHU\ &DQDGDௐUDWHVௐDUHௐOLVWHGௐLQWௐKHௐIUHLJKWௐPDWUL[ௐDVௐLQGLFDWHGௐLQௐTXHVWLRQௐ )UHLJKWௐWRௐ+DZDLLௐDQGௐ$ODVNDௐZLOOௐEHௐTXRWHGௐVHSDUDWHO\ௐDVௐQHHGHGௐௐௐௐ1RWH ௐ
6KLSSLQJௐUDWHVௐWRௐ$ODVNDௐDQGௐ+DZDLLௐKDYHௐYDULHGௐGUDVWLFDOO\ௐRYHUௐWKHௐODVWௐ PRQWKVௐDQGௐZLOOௐFRQWLQXHௐWRௐYDU\ௐIRUௐWKHௐIRUHVHHDEOHௐIXWXUH $OOௐIUHLJKWௐFKDUJHVௐZLOOௐEHௐOLVWHGௐRQௐWKHௐILQDOௐTXRWHௐSURYLGHGௐWRௐDOOௐ6RXUFHZHOOௐ FXVWRPHUVௐSULRUௐWRௐWKHLUௐSODFHPHQWௐRIௐWKHௐRUGHUௐWRௐ'LWFKௐ:LWFK 
 'HVFULEHௐDQ\ௐXQLTXHௐGLVWULEXWLRQௐDQGRUௐGHOLYHU\ௐPHWKRGVௐRUௐR SWLRQVௐ RIIHUHGௐLQௐ\RXUௐSURSRVDO
$OOௐRIௐWKHௐHTXLSPHQWௐLQௐWKLVௐSURSRVDOௐZLOOௐUHFHLYHௐDௐ3UH'HOLYHU\ௐ,QVSHFWLRQௐ 3',
ௐ
IURPௐWKHௐ'LWFKௐ:LWFKௐGHDOHUௐWKDWௐLQFOXGHVௐDௐPXOWLSRLQWௐLQVSHFWLRQௐRIௐNH\ௐ FRPSRQHQWVௐWRௐLQVXUHௐHYHU\WKLQJௐFRPSOLHVௐZLWKௐWKHௐ'LWFKௐ:LWFKௐVWDQGDUGௐRSHUDWLRQVௐ RIௐWKHௐPDFKLQHVௐௐௐ$ௐGHOLYHU\ௐFKHFNOLVWௐLVௐUHYLHZHGௐZLWKௐWKHௐFXVWRPHUௐWRௐLQVXUHௐ WKDWௐNH\ௐDUHௐFRYHUHGௐE\ௐWKHௐGHDOHUௐௐௐ7KLVௐLQFOXGHVௐWKHௐSURYLVLRQௐRIௐDQௐRSHUDWRUVௐ PDQXDOௐIRUௐHDFKௐPDFKLQHௐH[SODQDWLRQௐRIௐWKHௐVWDQGDUGௐOLPLWHGௐZDUUDQW\ௐDQGௐSKRQHௐ QXPEHUVௐDQGௐFRQWDFWௐLQIRUPDWLRQௐRIௐWKHௐGHDOHUௐVHUYLFHௐDQGௐSDUWVௐSHUVRQQHOௐLQௐWKHௐ HYHQWௐWKDWௐWKH\ௐZRXOGௐQHHGௐWRௐEHௐFRQWDFWHGௐE\ௐWKHௐPHPEHUௐ7KLVௐPD\ௐDOVRௐLQFOXGHௐ RSHUDWRUௐWUDLQLQJௐDWௐWLPHௐRIௐGHOLYHU\ௐDVௐQHHGHG

7DEOH
3ULFLQJ2IIHUHG
/LQH
,WHP 7KH3ULFLQJ2IIHUHGLQWKLV3URSRVDOLV

&RPPHQWV
 FEHWWHUWKDQWKH3URSRVHUW\SLFDOO\RIIHUVWR*32VFRRSHUD WLYHSURFXUHPHQWRUJDQL]DWLRQVRUVWDWHSXUFKDVLQJGHSDUWPHQWV 6RXFHZHOOௐLVௐRXUௐSUHPLHUௐFRQGXLWௐ WRௐGHOLYHUௐRXUௐSURGXFWௐWRௐ
*RYHUQPHQWௐFXVWRPHUVௐDQGௐDVௐ
VXFKௐZHௐRIIHUௐSUHPLXPௐSULFLQJௐWRௐ
6RXUFHZHOOௐPHPEHUV
Bid Number: RFP 110421 Vendor Name: The Charles Machine Works, Inc. 







 




7DEOH
$XGLWDQG$GPLQLVWUDWLYH)HH
/LQH
,WHP 4XHVWLRQ 5HVSRQVH
 6SHFLILFDOO\ௐGHVFULEHௐDQ\ௐVHOIDXGLWௐSURFHVVௐRUௐSURJUDPௐWKDWௐ \RXௐSODQௐWRௐHPSOR\ௐ WRௐYHULI\ௐFRPSOLDQFHௐZLWKௐ\RXUௐSURSRVHGௐ&RQWUDFWௐZLWKௐ6RXUFHZHOOௐ7KLVௐSURFHVVௐ LQFOXGHVௐHQVXULQJௐWKDWௐ6RXUFHZHOOௐSDUWLFLSDWLQJௐHQWLWLHVௐREWDLQௐWKHௐSURSHUௐSULFLQJௐ WKDWௐWKHௐ9HQGRUௐUHSRUWVௐDOOௐVDOHVௐXQGHUௐWKHௐ&RQWUDFWௐHDFKௐTXDUWHUௐDQGௐWKDWௐWKHௐ 9HQGRUௐUHPLWVௐWKHௐSURSHUௐDGPLQLVWUDWLYHௐIHHௐWRௐ6RXUFHZHOOௐ3URYLGHௐVXIILFLHQWௐGHWDLOௐ WRௐVXSSRUWௐ\RXUௐDELOLW\ௐWRௐUHSRUWௐTXDUWHUO\ௐVDOHVௐWRௐ6RXUFHZHOOௐDVௐGHVFULEHGௐLQௐWKHௐ &RQWUDFWௐWHPSODWH
ௐ$OOௐ6RXUFHZHOOௐTXRWHVௐZLOOௐEHௐJHQHUDWHGௐE\ௐWKHௐ'LWFKௐ:LWFKௐIDFWRU\ௐDQGௐ QRWௐIURPௐWKHௐLQGHSHQGHQWௐGHDOHUௐQHWZRUNௐௐௐ$OOௐTXRWHVௐZLOOௐEHௐRQௐDQௐ RIILFLDOௐ'LWFKௐ:LWFKௐ4XRWHௐ
6DPSOHௐDWWDFKHG
ௐௐ
ௐ$OOௐSXUFKDVHௐRUGHUVௐIRUௐWKHௐSXUFKDVHௐRIௐPDFKLQHVௐRQௐWKHௐ6RXUFHZHOOௐ SURJUDPௐZLOOௐEHௐLVVXHGௐWRௐ7KHௐ&KDUOHVௐ0DFKLQHௐ:RUNVௐDQGௐQRWௐWKHௐ VHUYLFLQJௐGHDOHUௐௐௐ7KLVௐZLOOௐHQVXUHௐWKHௐ32ௐPDWFKHVௐWKHௐRIILFLDOௐTXRWH ௐ,QYRLFLQJௐWRௐWKHௐFXVWRPHUௐZLOOௐEHௐGLUHFWO\ௐIURPௐWKHௐ&KDUOHVௐ0DFKLQHௐ :RUNVௐௐ
ௐ3D\PHQWௐZLOOௐEHௐPDGHௐWRௐ7KHௐ&KDUOHVௐ0DFKLQHௐ:RUNV
:LWKௐWKLVௐSURFHVVௐZHௐUHPRYHௐWKHௐGHDOHUௐIURPௐDOOௐSULFLQJௐDQGௐJXDUDQWHHVௐ WKDWௐWKHௐ6RXUFHZHOOௐFRQWUDFWௐSULFLQJௐLVௐFRPSOLDQW
,QௐDGGLWLRQௐVLQFHௐDOOௐLQYRLFLQJௐLVௐSURYLGHGௐE\ௐ7KHௐ&KDUOHVௐ0DFKLQHௐ:RUNVௐ ZHௐWUDFNௐHDFKௐVDOHௐLQௐRXUௐV\VWHPௐE\ௐFXVWRPHUௐPHPEHUௐQXPEHUௐLQௐRXUௐ VDOHVௐV\VWHPVௐௐ:HௐWKHQௐUXQௐTXDUWHUO\ௐUHSRUWVௐGLUHFWO\ௐIURPௐRXUௐVDOHVௐ DFFRXQWLQJௐV\VWHPௐWRௐLQVXUHௐHYHU\ௐVDOHௐRQௐWKHௐ6RXUFHZHOOௐFRQWUDFWௐLVௐQRWௐ RQO\ௐSULFHGௐFRUUHFWO\ௐEXWௐDOVRௐUHSRUWHGௐWRௐ6RXUFHZHOOௐFRUUHFWO\ௐVRௐWKDWௐWKHௐ DGPLQLVWUDWLYHௐIHHௐZLOOௐEHௐFRUUHFW

 ,Iௐ\RXௐDUHௐDZDUGHGௐDௐFRQWUDFWௐSURYLGHௐDௐIHZௐH[DPSOHVௐRIௐLQWH UQDOௐPHWULFVௐWKDWௐ ZLOOௐEHௐWUDFNHGௐWRௐPHDVXUHௐZKHWKHUௐ\RXௐDUHௐKDYLQJௐVXFFHVVௐZLWKௐWKHௐFRQWUDFW :HௐSURYLGHௐPRQWKO\ௐVDOHVௐUHSRUWVௐRQௐWKHௐ6RXUFHZHOOௐFRQWUDFWௐWRௐRXUௐ LQWHUQDOௐVWDNHKROGHUVௐDQGௐH[HFXWLYHௐPDQDJHPHQWௐௐௐ([DPSOHௐDWWDFKHG   ,GHQWLI\ௐDௐSURSRVHGௐDGPLQLVWUDWLYHௐIHHௐWKDWௐ\RXௐZLOOௐSD\ௐWRௐ6 RXUFHZHOOௐIRUௐ IDFLOLWDWLQJௐPDQDJLQJௐDQGௐSURPRWLQJௐWKHௐ6RXUFHZHOOௐ&RQWUDFWௐLQௐWKHௐHYHQWௐWKDWௐ \RXௐDUHௐDZDUGHGௐDௐ&RQWUDFWௐௐ7KLVௐIHHௐLVௐW\SLFDOO\ௐFDOFXODWHGௐDVௐDௐSHUFHQWDJHௐRIௐ 9HQGRU¶VௐVDOHVௐXQGHUௐWKHௐ&RQWUDFWௐRUௐDVௐDௐSHUXQLWௐIHH
ௐLWௐLVௐQRWௐDௐOLQHLWHPௐ
DGGLWLRQௐWRௐWKHௐ0HPEHU¶VௐFRVWௐRIௐJRRGVௐ
6HHௐWKHௐ5)3ௐDQGௐWHPSODWHௐ&RQWUDFWௐIRUௐ
DGGLWLRQDOௐGHWDLOV

7KHௐ&KDUOHVௐ0DFKLQHௐ:RUNVௐ,QFௐZLOOௐSURSRVHௐWRௐSD\ௐ6RXUFHZHOOௐDௐIHHௐRIௐ ௐRIௐWKHௐFRQWUDFWௐVDOHVௐSULFHௐRIௐWKHௐPDFKLQHௐOHVVௐDQ\ௐIUHLJKWௐDQGௐVHWௐXSௐ IRUௐDOOௐSURGXFWVௐLQௐRXUௐSURSRVDO 
7DEOH$
'HSWKDQG%UHDGWKRI2IIHUHG(TXLSPHQW3URGXFWVDQG6HUYLFHV /LQH
,WHP 4XHVWLRQ 5HVSRQVH 
 3URYLGHௐDௐGHWDLOHGௐGHVFULSWLRQௐRIௐWKHௐHTXLSPHQWௐ
SURGXFWVௐDQGௐVHUYLFHVௐWKDWௐ\RXௐDUHௐRIIHULQJௐLQௐ\RXUௐ
SURSRVDO
:HௐDUHௐRIIHULQJௐWKHௐFRPSOHWHௐOLQHௐRIௐ'LWFKௐ:LWFKŠௐSHGHVWULDQௐDQGௐULGHௐRQௐWUHQFKHUVௐYLEUDWRU\ௐSORZVௐௐ FRPSDFWௐXWLOLW\ௐSURGXFWVௐVWDQGௐRQௐWUDFNௐORDGHUVௐDQGௐDWWDFKPHQWVௐGLUHFWLRQDOௐGULOOVௐYDFXXPௐH[FDYDWLRQௐௐ SURGXFWVௐPLFURௐWUHQFKLQJௐSURGXFWVௐ6XEVLWHŠௐSLSHௐDQGௐFDEOHௐORFDWRUVௐWUDFNLQJௐHOHFWURQLFVௐDVௐZHOOௐDVௐௐ WKHௐFRPSOHWHௐOLQHௐRIௐ+DPPHU+HDGŠௐSQHXPDWLFௐSLHUFLQJௐWRROVௐௐ$OOௐRIௐௐWKHVHௐSURGXFWVௐDUHௐRIIHUHGௐDQGௐ DYDLODEOHௐWKURXJKௐRXUௐH[WHQVLYHௐGHDOHUௐQHWZRUNௐௐ6HHௐDWWDFKHGௐIRUௐDௐOLVWௐௐRIௐௐFXUUHQWௐPRGHOV 'LWFKௐ:LWFKௐ0RGHOௐ6XPPDU\
3HGHVWULDQௐ7UHQFKHUௐOLQHௐXSௐRIIHUௐ(QJLQHVௐIURPௐௐKSௐDQGௐGLJௐGHSWKVௐRIௐௐLQFKHV 5LGHௐRQௐ7UHQFKHUVௐOLQHௐXSௐRIIHUVௐ(QJLQHVௐIURPௐWRௐKSௐDQGௐWUHQFKHUௐGLJௐGHSWKVௐWRௐ ´
6WDQGௐ2Qௐ6NLGௐ6WHHUVௐKDYHௐRSHUDWLQJௐFDSDFLWLHVௐIURPௐOEVௐWRௐOEV 9DFXXPௐ([FDYDWRUVௐ5DQJHௐIURPௐJDOORQௐWRௐJDOORQௐ9DFXXPௐWDQNV 'LWFKௐ:LWFKௐ'LUHFWLRQDOௐ'ULOOVௐUDQJHௐIURPௐௐOEVௐDQGௐௐOEVௐRIௐ7KUXVWௐ)RUFH 6XEVLWHௐ(OHFWURQLFVௐRIIHUVௐVHYHUDOௐPRGHOVௐRIௐ+''ௐ*XLGDQFHௐORFDWRUVௐLQFOXGLQJௐ0DUNVPDQௐ7.ௐ5HFDQௐ

7.ௐ5HFRQௐUHSHDWHUௐ&RPPDQGHUௐௐ)LHOGௐ6FRXWௐ6FRXWYLHZௐ+''ௐ%HDFRQVௐ706ௐ3OXVௐDQGௐ765ௐ 0RELOHௐௐ6XEVLWHௐ+''ௐ*XLGDQFHௐV\VWHPVௐDQGௐRXUௐH[FOXVLYHௐ*UHHQௐ2SVŒௐSURFHVVௐJLYHௐ\RXௐDௐFOHDUௐ SODQௐPRUHௐFRQWUROௐDQGௐIDVWHUௐUHSRUWLQJௐIRUௐVDIHUௐPRUHௐSURGXFWLYHௐMREV 6XEVLWHௐ(OHFWURQLFVௐDOVRௐRIIHUVௐDௐFRPSOHWHௐOLQHௐRIௐXWLOLW\ௐORFDWRUVௐLQFOXGLQJௐ8WLOLJXDUGௐௐ57ௐ /RFDWLQJௐEHDFRQVௐDQGௐ*5ௐJURXQGௐSHQHWUDWLQJௐUDGDUVௐV\VWHPௐ%HIRUHௐ\RXௐGLJௐWUHQFKௐRUௐERUHௐ\RXௐ QHHGௐDௐFOHDUௐXQGHUVWDQGLQJௐRIௐWKHௐKD]DUGVௐEHORZௐ\RXUௐMREVLWHௐ:LWKRXWௐLWௐ\RX¶UHௐZRUNLQJௐEOLQGௐ +DPPHUKHDGௐRIIHUVௐDௐFRPSOHWHௐOLQHௐRIௐPROHௐSLHUFLQJௐWRROVௐௐ,QFOXGLQJௐWKHௐ$FWLYHௐKHDGௐ&DWDPRXQWௐDQGௐ 6WDQGDUGௐWRROVௐPROHVௐDVௐZHOOௐDVௐWKHௐ0ROHWUDFௐORFDWLQJௐNLWௐ+DPPHU+HDGௐ0ROHŠௐSLHUFLQJௐWRROVௐDUHௐ VRPHௐRIௐWKHௐPRVWௐUHOLDEOHௐLQௐWKHௐLQGXVWU\ௐWRGD\ௐ:LWKௐPRUHௐWKDQௐௐPRGHOVௐUDQJLQJௐIURPௐௐWRௐௐ ௐ
WRௐௐPP
ௐ+DPPHU+HDGௐ0ROHௐSLHUFLQJௐWRROVௐIHDWXUHௐDQௐLQGXVWU\OHDGLQJௐGHVLJQௐWKDWௐXVHVௐWKHௐ KHDYLHVWௐRQHSLHFHௐVWULNHUௐLQௐWKHௐLQGXVWU\ௐ2XUௐERG\ௐKRXVLQJௐGHVLJQௐSURYLGHVௐEHWWHUௐGXUDELOLW\ௐDQGௐWRROௐ OLIHௐWKDQௐFRPSHWLWLYHௐPRGHOV


:LWKLQௐWKLVௐ5)3ௐFDWHJRU\ௐWKHUHௐPD\ௐEHௐVXEFDWHJRULHVௐ
RIௐVROXWLRQVௐ/LVWௐVXEFDWHJRU\ௐWLWOHVௐWKDWௐEHVWௐGHVFULEHௐ \RXUௐSURGXFWVௐDQGௐVHUYLFHV
'LWFKௐ:LWFKௐ8WLOLW\ௐWUDLOHUVௐௐSXUSRVHௐEXLOWௐIRUௐWKHௐWUDQVSRUWDWLRQௐRIௐ'LWFKௐ:LWFKௐEUDQGHGௐHTXLSPHQW 
Bid Number: RFP 110421 Vendor Name: The Charles Machine Works, Inc. 







 




7DEOH%
'HSWKDQG%UHDGWKRI2IIHUHG(TXLSPHQW3URGXFWVDQG6HUYLFHV ,QGLFDWHEHORZLIWKHOLVWHGW\SHVRUFODVVHVRIHTXLSPHQWSURGXFWVDQGVHUYLFHVDUHRIIHUHGZLWKLQ\RXUSURSRVDO3URYLGHDGGLWLRQDOFRPPHQWVLQWKHWH[WER[ SURYLGHGDVQHFHVVDU\
/LQH,WHP &DWHJRU\RU7\SH 2IIHUHG 
&RPPHQWV
 7HOHVFRSLFௐDUWLFXODWHGௐPDVWௐDQGௐERRPௐDHULDOௐOLIWVௐWRZHUV ௐ EXFNHWVௐDQGௐSODWIRUPV
<HV
1R
:HௐGRௐQRWௐPDQXIDFWXUHௐWKHVHௐSURGXFWVௐDVௐZHௐ
VSHFLDOL]HௐLQௐWKHௐXQGHUJURXQGௐXWLOLW\ௐPDUNHW 
 'LJJHUௐGHUULFNVௐDQGௐFDEOHௐSODFLQJௐSXOOLQJௐDQGௐWHQVLRQLQJௐ

HTXLSPHQW
<HV
1R
:HௐGRௐQRWௐSDUWLFLSDWHௐLQௐWKLVௐFDWHJRU\ 
 'LUHFWLRQDOௐGULOOVௐWUHQFKOHVVௐH[FDYDWLRQௐHTXLSPHQWௐWKUXVWௐD QGௐ ERULQJௐPDFKLQHVௐVRLOௐSLHUFLQJௐWRROVௐWUHQFKHUVௐURFNௐZKHHOVௐ DQGௐSLOHௐGULYHUV
<HV
1R
7KHௐ&KDUOHVௐ0DFKLQHௐ:RUNVௐ,QFௐLVௐDௐIDPLO\ௐ
RIௐFRPSDQLHVௐWKDWௐRIIHUVௐDQௐHQWLUHௐUDQJHௐRIௐ
IXOO\ௐLQWHJUDWHGௐSURGXFWVௐWKDWௐDGGUHVVௐWKHௐ
LQVWDOODWLRQௐRIௐSLSHௐDQGௐFDEOHௐXQGHUJURXQGௐௐ
7KDWௐLVௐWKHௐVLQJXODUௐSXUSRVHௐRIௐRXUௐEXVLQHVVௐௐ
2XUௐIDPLO\ௐRIௐFRPSDQLHVௐFRPSOHPHQWௐDQGௐ
FRPSOHWHௐHDFKௐRWKHUௐVRௐWKDWௐZHௐFDQௐEHௐWKHௐ
VROHௐVRXUFHௐSURYLGHUௐIURPௐWKHௐEHJLQQLQJௐWRௐ
WKHௐHQGௐRIௐHYHU\ௐ+''ௐERUH
6XEVLWHŠௐ(OHFWURQLFVௐORFDWHௐH[LVWLQJௐSLSHௐDQGௐ
FDEOHௐXQGHUJURXQGௐDQGௐWUDFNௐWKHௐLQVWDOODWLRQௐ
RIௐQHZௐSLSHௐDQGௐFDEOHௐEHLQJௐLQVWDOOHGௐVRௐWKDWௐ
WKHௐ+''ௐHTXLSPHQWௐRSHUDWRUௐYLUWXDOO\ௐ
KDVௐ³H\HVௐWKDWௐVHHௐXQGHUJURXQG´ௐௐ'LWFKௐ
:LWFKŠௐHTXLSPHQWௐRIIHUVௐDௐEURDGௐOLQHௐRIௐ
HTXLSPHQWௐUDQJLQJௐIURPௐPLQLௐVNLGௐVWHHUௐXQLWVௐ
WRௐWUHQFKHUVௐWRௐ+''ௐPDFKLQHVௐWRௐYDFXXPௐ
H[FDYDWRUVௐௐ$PHULFDQௐ$XJHUVŠௐDQGௐ
7UHQFRUŠௐௐRIIHUௐ+''ௐPDFKLQHVௐLQௐVL]HVௐWKDWௐ
H[FHHGௐ'LWFKௐ:LWFKௐPRGHOVௐWRௐDFFRPPRGDWHௐ
WKHௐODUJHVWௐRIௐMREVௐௐ':7;6ŠௐRIIHUVௐDQௐ+''ௐ
OLQHௐRIௐHTXLSPHQWௐVSHFLILFDOO\ௐGHVLJQHGௐIRUௐ
YDULRXVௐVHJPHQWVௐRIௐWKHௐLQWHUQDWLRQDOௐ
PDUNHWௐௐௐ7KHௐ+DPPHU+HDGŠௐOLQHௐRIௐ
HTXLSPHQWௐUDQJHVௐIURPௐPROHVௐWRௐSLSHௐ
EXUVWHUVௐௐ7KHௐ5DGLXVŠௐOLQHௐRIௐ+''ௐWRROLQJௐ
FRPSOHPHQWVௐWKRVHௐPDQXIDFWXUHGௐE\ௐ'LWFKௐ
:LWFKௐDQGௐ+DPPHU+HDGௐIRUௐWKHௐPRVWௐ
FRPSOHWHௐOLQHௐRIௐ+''ௐWRROLQJௐRIIHUHGௐE\ௐDQ\ௐ
PDQXIDFWXUHUௐLQௐWKHௐXQGHUJURXQGௐFRQVWUXFWLRQௐ
PDUNHWௐWRGD\ௐௐ:KHQௐSUHRZQHGௐHTXLSPHQWௐLVௐ
WKHௐDQVZHUௐ07,ŠௐLVௐWKHௐRQHVWRSௐVKRSௐIRUௐ
WKRVHௐQHHGV
7KHௐV\QHUJ\ௐFUHDWHGௐE\ௐ7KHௐ&KDUOHVௐ0DFKLQHௐ
:RUNVௐ,QFௐIDPLO\ௐRIௐFRPSDQLHVௐLVௐLQWHQGHGௐ
WRௐJLYHௐDQ\ௐFRQWUDFWRUௐDVVXUDQFHௐWKDWௐZHௐ
KDYHௐWKHௐSURGXFWௐWRௐFRPSOHWHௐWKHௐPRVWௐ
GLIILFXOWௐRIௐLQVWDOODWLRQVௐRIௐSLSHௐDQGௐFDEOHௐ
XQGHUJURXQGௐDQGௐWKDWௐZHௐGRௐVRௐZLWKௐ
PD[LPXPௐSURGXFWLYLW\ௐDQGௐFRVWௐHIILFLHQFLHVௐLQௐ
PLQG

 8WLOLW\ௐORFDWLQJௐHTXLSPHQW
<HV
1R
2XUௐ6XEVLWHௐSURGXFWVௐDUHௐLQGXVWU\ௐOHDGLQJௐLQௐ
WKHௐDUHDௐRIௐXWLOLW\ௐORFDWLQJௐHTXLSPHQW 
 $FFHVVRULHVௐVXSSOLHVௐUHSODFHPHQWௐRUௐZHDUௐSDUWVௐDQGௐ VHUYLFHVௐUHODWHGௐWRௐWKHௐRIIHULQJௐRIௐHTXLSPHQWௐLQௐ/LQHVௐ 
<HV
1R
:HௐRIIHUௐDOOௐRIௐRXUௐEUDQGHGௐDWWDFKPHQWVௐ
SXUFKDVHGௐLQௐFRQMXQFWLRQௐZLWKௐDௐZKROHௐJRRGௐ
PDFKLQHௐௐௐ:HௐDUHௐQRWௐRIIHULQJௐUHSODFHPHQWௐ
SDUWVௐRUௐVHUYLFHௐDVௐDௐSDUWௐRIௐWKLVௐELGௐௐ
5HSODFHPHQWௐSDUWVௐDQGௐVHUYLFHௐZLOOௐEHௐ
SURYLGHGௐE\ௐWKHௐORFDOௐGHDOHUௐEXWௐQRWௐDVௐDௐ
SDUWௐRIௐWKLVௐ5)3

Bid Number: RFP 110421 Vendor Name: The Charles Machine Works, Inc. 







 




Bid Number: RFP 110421 Vendor Name: The Charles Machine Works, Inc.

Exceptions to Terms, Conditions, or Specifications Form

Only those Proposer Exceptions to Terms, Conditions, or Specifications that have been accepted by Sourcewell have been incorporated into the contract text.

Documents

Ensure your submission document(s) conforms to the following :

1. Documents in PDF format are preferred. Documents in ord, Excel, or compatible formats may also be provided.

2. Documents should OT have a security password, as Sourcewell may not be able to open the file. It is your sole responsibility to ensure that the uploaded document(s) are not either defective, corrupted or blank and that the documents can be opened and viewed by Sourcewell.

3. Sourcewell may reject any response where any document(s) cannot be opened and viewed by Sourcewell.

4. If you need to upload more than one (1) document for a single item, you should combine the documents into one zipped file. If the zipped file contains more than one (1) document, ensure each document is named, in relation to the submission format item responding to. For example, if responding to the Marketing Plan category save the document as "Marketing Plan."

Pricing - Pricing.zip - Tuesday ovember 02, 2021 08:11:59 Financial Strength and Stability - Financial Statement Info and Dealer List.zip - Tuesday ovember 02, 2021 08:11:09 Marketing Plan/Samples - Marketing.zip - ednesday October 2 , 2021 15:12:33 MBE/MBE/SBE or elated Certificates (optional)
arranty Information - Ditch itch Limited arranty Policy.pdf - ednesday October 2 , 2021 15:01:14 Standard Transaction Document Samples - Transaction Documents.zip - ednesday October 2 , 2021 15:01:3 Upload dditional Document - Dealer List-Training -Product Technology - Product Lit.zip - Tuesday ovember 02, 2021 08:11:43 







 




$GGHQGD7HUPVDQG&RQGLWLRQV


352326(5$)),'$9,7$1'$6685$1&(2)&203/,$1&(
,FHUWLI\WKDW,DPWKHDXWKRUL]HGUHSUHVHQWDWLYHRIWKH3URSRVHUVXEPLWWLQJWKHIRUHJRLQJ3URSRVDOZLWKWKHOHJDODXWKRULW\WRELQGWKH3URSRVHUWRWKLV$IILGDYLWDQG $VVXUDQFHRI&RPSOLDQFH

 7KH3URSRVHULVVXEPLWWLQJWKLV3URSRVDOXQGHULWVIXOODQGFRPSOHWHOHJDOQDPHDQGWKH3URSRVHUOHJDOO\H[LVWVLQJRRGVWDQGLQJLQWKHMXULVGLFWLRQRILWV UHVLGHQFH

 7KH3URSRVHUZDUUDQWVWKDWWKHLQIRUPDWLRQSURYLGHGLQWKLV3URSRVDOLVWUXHFRUUHFWDQGUHOLDEOHIRUSXUSRVHVRIHYDOXDWLRQIRUFRQWUDFWDZDUG 
 7KH3URSRVHULQFOXGLQJDQ\SHUVRQDVVLVWLQJZLWKWKHFUHDWLRQRIWKLV3URSRVDOKDVDUULYHGDWWKLV3URSRVDOLQGHSHQGHQWO\DQGWKH3URSRVDOKDVEHHQFUHDWHG ZLWKRXWFROOXGLQJZLWKDQ\RWKHUSHUVRQFRPSDQ\RUSDUWLHVWKDWKDYHRUZLOOVXEPLWDSURSRVDOXQGHUWKLVVROLFLWDWLRQ DQGWKH3URSRVDOKDVLQDOOUHVSHFWVEHHQ
FUHDWHGIDLUO\ZLWKRXWDQ\IUDXGRUGLVKRQHVW\7KH3URSRVHUKDVQRWGLUHFWO\RULQGLUHFWO\HQWHUHGLQWRDQ\DJUHHPHQWRUDUUDQJHPHQWZLWKDQ\SHUVRQRU EXVLQHVVLQDQHIIRUWWRLQIOXHQFHDQ\SDUWRIWKLVVROLFLWDWLRQRURSHUDWLRQVRIDUHVXOWLQJFRQWUDFW DQGWKH3URSRVHUKDVQRWWDNHQDQ\DFWLRQLQUHVWUDLQWRIIUHH WUDGHRUFRPSHWLWLYHQHVVLQFRQQHFWLRQZLWKWKLVVROLFLWDWLRQ$GGLWLRQDOO\LI3URSRVHUKDVZRUNHGZLWKDFRQVXOWDQWRQWKH3URSRVDOWKHFRQVXOWDQW DQLQGLYLGXDO
RUDFRPSDQ\
KDVQRWDVVLVWHGDQ\RWKHUHQWLW\WKDWKDVVXEPLWWHGRUZLOOVXEPLWDSURSRVDOIRUWKLVVROLFLWDWLRQ 
 7RWKHEHVWRILWVNQRZOHGJHDQGEHOLHIDQGH[FHSWDVRWKHUZLVHGLVFORVHGLQWKH3URSRVDOWKHUHDUHQRUHOHYDQWIDFWVRUFLUFXPVWDQFHVZKLFKFRXOGJLYHULVHWR DQRUJDQL]DWLRQDOFRQIOLFWRILQWHUHVW$QRUJDQL]DWLRQDOFRQIOLFWRILQWHUHVWH[LVWVZKHQDYHQGRUKDVDQXQIDLUFRPSHWLWLYHDGYDQWDJHRUWKHYHQGRU¶VREMHFWLYLW\ LQSHUIRUPLQJWKHFRQWUDFWLVRUPLJKWEHLPSDLUHG

 7KHFRQWHQWVRIWKH3URSRVDOKDYHQRWEHHQFRPPXQLFDWHGE\WKH3URSRVHURULWVHPSOR\HHVRUDJHQWVWRDQ\SHUVRQQRWDQHPSOR\HHRUOHJDOO\DXWKRUL]HG DJHQWRIWKH3URSRVHUDQGZLOOQRWEHFRPPXQLFDWHGWRDQ\VXFKSHUVRQVSULRUWR'XH'DWHRIWKLVVROLFLWDWLRQ 
 ,IDZDUGHGDFRQWUDFWWKH3URSRVHUZLOOSURYLGHWR6RXUFHZHOO3DUWLFLSDWLQJ(QWLWLHVWKHHTXLSPHQWSURGXFWVDQGVHUYLFHVLQDFFRUGDQFHZLWKWKHWHUPV FRQGLWLRQVDQGVFRSHRIDUHVXOWLQJFRQWUDFW

 7KH3URSRVHUSRVVHVVHVRUZLOOSRVVHVVEHIRUHGHOLYHULQJDQ\HTXLSPHQWSURGXFWVRUVHUYLFHVDOODSSOLFDEOHOLFHQVHVRUFHUWLILFDWLRQVQHFHVVDU\WRGHOLYHU VXFKHTXLSPHQWSURGXFWVRUVHUYLFHVXQGHUDQ\UHVXOWLQJFRQWUDFW 
 7KH3URSRVHUDJUHHVWRGHOLYHUHTXLSPHQWSURGXFWVDQGVHUYLFHVWKURXJKYDOLGFRQWUDFWVSXUFKDVHRUGHUVRUPHDQVWKDWDUHDFFHSWDEOHWR6RXUFHZHOO 0HPEHUV8QOHVVRWKHUZLVHDJUHHGWRWKH3URSRVHUPXVWSURYLGHRQO\QHZDQGILUVWTXDOLW\SURGXFWVDQGUHODWHGVHUYLFHVWR6RXUFHZHOO0HPEHUVXQGHUDQ DZDUGHG&RQWUDFW


 7KH3URSRVHUZLOOFRPSO\ZLWKDOODSSOLFDEOHSURYLVLRQVRIIHGHUDOVWDWHDQGORFDOODZVUHJXODWLRQVUXOHVDQGRUGHUV 
 7KH3URSRVHUXQGHUVWDQGVWKDW6RXUFHZHOOZLOOUHMHFW5)3SURSRVDOVWKDWDUHPDUNHGFRQILGHQWLDO RUQRQSXEOLFHWF
HLWKHUVXEVWDQWLDOO\RULQWKHLUHQWLUHW\
8QGHU0LQQHVRWD6WDWXWHV6HFWLRQ
VXEGLYLVLRQDOOSURSRVDOVDUHFRQVLGHUHGQRQSXEOLFGDWDXQWLOWKHHYDOXDWLRQLVFRPSOHWHDQGD&RQWUDFWLV DZDUGHG$WWKDWSRLQWSURSRVDOVEHFRPHSXEOLFGDWD0LQQHVRWD6WDWXWHV6HFWLRQSHUPLWVRQO\FHUWDLQQDUURZO\GHILQHGGDWDWREHFRQVLGHUHGDWUDGH VHFUHWDQGWKXVQRQSXEOLFGDWDXQGHU0LQQHVRWD
V'DWD3UDFWLFHV$FW

  3URSRVHULWVHPSOR\HHVDJHQWVDQGVXEFRQWUDFWRUVDUHQRW


 ,QFOXGHGRQWKH³6SHFLDOO\'HVLJQDWHG1DWLRQDOVDQG%ORFNHG3HUVRQV´OLVWPDLQWDLQHGE\WKH2IILFHRI)RUHLJQ$VVHWV&RQWURORIWKH8QLWHG6WDWHV 'HSDUWPHQWRIWKH7UHDVXU\IRXQGDW
KWWSV
ZZZWUHDVXU\JRYRIDFGRZQORDGVVGQOLVWSGI


 ,QFOXGHGRQWKHJRYHUQPHQWZLGHH[FOXVLRQVOLVWVLQWKH8QLWHG6WDWHV6\VWHPIRU$ZDUG0DQDJHPHQWIRXQGDW KWWSV
VDPJRY6$0
RU

 3UHVHQWO\GHEDUUHGVXVSHQGHGSURSRVHGIRUGHEDUPHQWGHFODUHGLQHOLJLEOHRUYROXQWDULO\H[FOXGHGIURPSURJUDPVRSHUDWHGE\WKH6WDWHRI0LQQHVRWD

WKH8QLWHG6WDWHVIHGHUDOJRYHUQPHQWRUWKH&DQDGLDQJRYHUQPHQWDVDSSOLFDEOH RUDQ\3DUWLFLSDWLQJ(QWLW\9HQGRUFHUWLILHVDQGZDUUDQWVWKDWQHLWKHULW QRULWVSULQFLSDOVKDYHEHHQFRQYLFWHGRIDFULPLQDORIIHQVHUHODWHGWRWKHVXEMHFWPDWWHURIWKLVVROLFLWDWLRQ %\FKHFNLQJWKLVER[,DFNQRZOHGJHWKDW,DPERXQGE\WKHWHUPVRIWKH3URSRVHU¶V$IILGDYLWKDYHWKHOHJDODXWKRULW\WRVXEPLWWKLV3URSRVDORQEHKDOIRIWKH 3URSRVHUDQGWKDWWKLVHOHFWURQLFDFNQRZOHGJPHQWKDVWKHVDPHOHJDOHIIHFWYDOLGLW\DQGHQIRUFHDELOLW\DVLI,KDGKDQGVLJQHGWKH3URSRVDO7KLVVLJQDWXUHZLOOQRW EHGHQLHGVXFKOHJDOHIIHFWYDOLGLW\RUHQIRUFHDELOLW\VROHO\EHFDXVHDQHOHFWURQLFVLJQDWXUHRUHOHFWURQLFUHFRUGZDVXVHGLQLWVIRUPDWLRQ0LNH6SLOODUV &RUSRUDWH$FFRXQWV0DQDJHU7KH&KDUOHV0DFKLQH:RUNV
7KH3URSRVHUGHFODUHVWKDWWKHUHLVDQDFWXDORUSRWHQWLDO&RQIOLFWRI,QWHUHVWUHODWLQJWRWKHSUHSDUDWLRQRILWVVXEPLVVLRQDQGRUWKH3URSRVHUIRUHVHHVDQDFWXDORU SRWHQWLDO&RQIOLFWRI,QWHUHVWLQSHUIRUPLQJWKHFRQWUDFWXDOREOLJDWLRQVFRQWHPSODWHGLQWKHELG <HV 1R
7KH%LGGHUDFNQRZOHGJHVDQGDJUHHVWKDWWKHDGGHQGXPDGGHQGDEHORZIRUPSDUWRIWKH%LG'RFXPHQW Bid Number: RFP 110421 Vendor Name: The Charles Machine Works, Inc. 







 




&KHFNWKHER[LQWKHFROXPQ,KDYHUHYLHZHGWKLVDGGHQGXP EHORZWRDFNQRZOHGJHHDFKRIWKHDGGHQGD )LOH1DPH
,KDYHUHYLHZHGWKH
EHORZDGGHQGXPDQG
DWWDFKPHQWV
LI

DSSOLFDEOH

3DJHV
$GGHQGXPBB3XEOLFB8WLOLW\B(TXLSPHQWB5)3B
7KX2FWREHU
30 
$GGHQGXPBB3XEOLFB8WLOLW\B(TXLSPHQWB5)3B
0RQ6HSWHPEHU
30 
$GGHQGXPBB3XEOLFB8WLOLW\B(TXLSPHQWB5)3B
)UL6HSWHPEHU
30 
$GGHQGXPBB3XEOLFB8WLOLW\B(TXLSPHQWB5)3B
0RQ6HSWHPEHU
30 
Bid Number: RFP 110421 Vendor Name: The Charles Machine Works, Inc. 







 





Rev. 3/2021 Sourcewell RFP #110421
Public Utility Equipment with Related Accessories and Supplies

RFP #110421

REQUEST FOR PROPOSALS
for
Public Utility Equipment with Related Accessories and Supplies

Proposal Due Date: November 4, 2021, 4:30 p.m., Central Time

Sourcewell, a State of Minnesota local government unit and service cooperative, is requesting proposals for Public Utility Equipment with Related Accessories and Supplies to result in a contracting solution for use by its Participating Entities. Sourcewell Participating Entities include thousands of governmental, higher education, K-12 education, nonprofit, tribal government, and other public agencies located in the United States and Canada. A full copy of the Request for Proposals can be found on the Sourcewell Procu rement Portal [ https://proportal.sourcewell-
mn.gov]. Only proposals submitted through the Sourcewell Procurement Portal will be considered. Proposals are due no later than November 4, 2021, at 4:30 p.m. Central Time, and late proposals will not be considered.

Solicitation Schedule

Public Notice of RFP Published: September 16, 2021
Pre-proposal Conference: October 13, 2021, 10:00 a.m., Central Time Question Submission Deadline: October 28, 2021, 4:30 p.m., Central Time Proposal Due Date: November 4, 2021, 4:30 p.m., Central Time Late responses will not be considered.

Opening: November 4, 2021, 6:30 p.m., Central Time
See RFP Section V.G. “Opening”

Rev. 3/2021 Sourcewell RFP #110421
Public Utility Equipment with Related Accessories and Supplies

I. ABOUT SOURCEWELL

A. SOURCEWELL

Sourcewell is a State of Minnesota local government unit and service cooperative created under the laws of the State of Minnesota (Minnesota Statutes Section 123A.21) that facilitates a competitive public solicitation and contract award process for the benefit of its 50,000+ participating entities across the United States and Canada. Sourcewell’s solicitation process complies with State of Minnesota law and policies, conforms to Canadian trade agreements, and results in cooperative purchasing solutions from which Sourcewell’s Participating Entities procure equipment, products, and services.

Cooperative purchasing provides participating entities and suppliers increased administrative efficiencies and the power of combined purchasing volume that result in overall cost savings. At times, Sourcewell also partners with other purchasing cooperatives to combine the purchasing volume of their membership into a single solicitation and contract expanding the reach of contracted suppliers’ potential pool of end users.

Sourcewell uses a website-based platform, the Sourcewell Procurement Portal, through which all proposals to this RFP must be submitted.

B. USE OF RESULTING CONTRACTS

In the United States, Sourcewell’s contracts are available for use by:
• Federal and state government entities;
• Cities, towns, and counties/parishes;
• Education service cooperatives;
• K-12 and higher education entities;
• Tribal government entities;
• Some nonprofit entities; and
• Other public entities.

In Canada, Sourcewell’s contracts are available for use by:
• Provincial and territorial government departments, ministries, agencies, boards, councils, committees, commissions, and similar agencies; • Regional, local, district, and other forms of municipal government, municipal organizations, school boards, and publicly-funded academic, health, and social service entities referred to as MASH sector (this should be construed to include but not be limited to the Cities of Calgary, Edmonton, Toronto, Ottawa, and Winnipeg), as well as any corporation or entity owned or controlled by one or more of the preceding entities; • Crown corporations, government enterprises, and other entities that are owned or controlled by these entities through ownership interest;

Rev. 3/2021 Sourcewell RFP #110421
Public Utility Equipment with Related Accessories and Supplies

• Members of the Rural Municipalities of Alberta (RMA) and their represented Associations: MASH (municipalities, academic institutions, schools and hospitals) and MUSH (municipalities, universities, schools and hospitals) sectors, and other governmental agencies eligible to use the Sourcewell contracts. MASH and MUSH sector refers to regional, local, district or other forms of municipal government, school boards, publicly-funded academic, health and social service entities, as well as any corporation or entity owned or controlled by one or more of the preceding entities, including but not limited to represented associations, Saskatchewan Association of Rural Municipalities ("SARM"), Association of Manitoba Municipalities ("AMM"), Local Authorities Services/Association of Municipalities Ontario ("LAS/AMO", excluding the cities of Toronto and Ottawa), Nova Scotia Federation of Municipalities (“NSFM”), Federation of Prince Edward Island Municipalities (“FPEIM”), Municipalities Newfoundland Labrador (“MNL”), Union of New Brunswick Municipalities (“UNBM”), North West Territories Association of Communities ("NWTAC") and their members.

RMA Participants may include all not-for-profit agencies for Canadian provinces and territories.

For a listing of current United States and Canadian Participating Entities visit Sourcewell’s website (note: there is a tab for each country): https://www.sourcewell-mn.gov/sourcewell-for- vendors/agency-locator.

Participating Entities typically access contracted equipment, products, or services through a purchase order issued directly to the contracted supplier. A Participating Entity may request additional terms or conditions related to a purchase. Use of Sourcewell contracts is voluntary and Participating Entities retain the right to obtain similar equipment, products, or services from other sources.

To meet Participating Entities’ needs, Sourcewell broadly publishes public notice of all solicitation opportunities, including this RFP. In the United States each state-level procurement department receives notice for possible re-posting.

Proof of publication will be available at the conclusion of the solicitation process.

II. SOLICITATION DETAILS

A. SOLUTIONS-BASED SOLICITATION

This RFP and contract award process is a solutions-based solicitation; meaning that Sourcewell is seeking equipment, products, or services that meet the general requirements of the scope of this RFP and that are commonly desired or are required by law or industry standards.

Rev. 3/2021 Sourcewell RFP #110421
Public Utility Equipment with Related Accessories and Supplies

B. REQUESTED EQUIPMENT, PRODUCTS, OR SERVICES

It is expected that proposers will offer a wide array of equipment, products, or services at lower prices and with better value than what they would ordinarily offer to a single government entity, a school district, or a regional cooperative.

1. Sourcewell is seeking proposals for Public Utility Equipment with Related Accessories and Supplies including, but not limited to:

a. Chassis-mounted, trailer-mounted, and self-propelled (wheel or track):
i. Telescopic, articulated, mast, and boom, aerial lifts, towers, buckets, and platforms;
ii. Digger derricks, and cable placing, pulling, and tensioning equipment; and, iii. Directional drills, trenchless excavation equipment, thrust and boring machines, soil piercing tools, trenchers, rock wheels, and pile drivers. b. Utility locating equipment; and,
c. Accessories, supplies, replacement or wear parts, and services related to the offering of the solutions in subsections 1. a. and b. above.

2. The primary focus of this solicitation is on Public Utility Equipment with Related Accessories and Supplies. This solicitation should NOT be construed to include excavators principally intended for the cleaning of sewer lines, catch basins, and storm sewers, or for municipal pumping applications.

3. This solicitation does not include those equipment, products, or services covered under categories included in contracts currently maintained by Sourcewell:

a. Trailers with Related Equipment, Accessories, and Services (RFP #121918), except the trailer-mounted solutions identified in subsections 1. a. i. – iii. above; b. Heavy Construction Equipment with Related Accessories, Attachments, and Supplies (RFP #032119);
c. Medium Duty and Compact Construction Equipment with Related Attachments, Accessories, and Supplies (RFP #040319);
d. Ag Tractors with Related Attachments, Accessories, and Supplier (RFP #110719); e. Class 4-8 Chassis with Related Equipment, Accessories, and Services (RFP #060920), except the chassis-mounted solutions identified in subsections 1. a. i. – iii. above; f. Forklifts and Lift Trucks with Related Services (RFP #091520); and, g. Sewer Vacuum, Hydro-Excavation, and Municipal Pumping Equipment with Related Accessories and Supplies (RFP #101221).

Proposers may include related equipment, accessories, and services to the extent that these solutions are complementary to the equipment, products, or service(s) being proposed.

Rev. 3/2021 Sourcewell RFP #110421
Public Utility Equipment with Related Accessories and Supplies

Generally, the solutions for Participating Entities are turn-key solutions, providing a combination of equipment, products and services, delivery, and installation to a properly operating status. However, equipment or products only solutions may be appropriate for situations where Participating Entities possess the ability, either in-house or through local third- party contractors, to properly install and bring to operation the equipment or products being proposed.

Sourcewell prefers suppliers that provide a sole source of responsibility for the equipment, products, and services provided under a resulting contract. If proposer is including the equipment, products, and services of its subsidiary entities, the proposer must also identify all included subsidiaries in its proposal. If proposer requires the use of distributors, dealers, resellers, or subcontractors to provide the equipment, products, or services, the proposal must address how the equipment, products or services will be provided to Participating Entities, and describe the network of distributors, dealers, resellers, and/or subcontractors that will be available to serve Participating Entities under a resulting contract.

Sourcewell desires the broadest possible selection of equipment, products, and services being proposed over the largest possible geographic area and to the largest possible cross-section of Sourcewell current and future Participating Entities.

C. REQUIREMENTS

It is expected that proposers have knowledge of all applicable industry standards, laws, and regulations and possess an ability to market and distribute the equipment, products, or services to Participating Entities.

1. Safety Requirements. All items proposed must comply with current applicable safety or regulatory standards or codes.

2. Deviation from Industry Standard. Deviations from industry standards must be identified with an explanation of how the equipment, products, and services will provide equivalent function, coverage, performance, and/or related services.

3. New Equipment and Products. Proposed equipment and products must be for new, current model; however, proposer may offer certain close-out equipment or products if it is specifically noted in the Pricing proposal.

4. Delivered and operational. Unless clearly noted in the proposal, equipment and products must be delivered to the Participating Entity as operational.

5. Warranty. All equipment, products, supplies, and services must be covered by a warranty that is the industry standard or better.

D. ANTICIPATED CONTRACT TERM

Sourcewell anticipates that the term of any resulting contract(s) will be four years, with an optional one year extension that may be offered based on the best interests of Sourcewell and its Participating Entities.

Rev. 3/2021 Sourcewell RFP #110421
Public Utility Equipment with Related Accessories and Supplies

E. ESTIMATED CONTRACT VALUE AND USAGE

Based on past volume of similar contracts, the estimated annual value of all transactions from contracts resulting from this RFP are anticipated to be USD $90 Million; therefore, proposers are expected to propose volume pricing. Sourcewell anticipates considerable activity under the contract(s) awarded from this RFP; however, sales and sales volume from any resulting contract are not guaranteed.

F. MARKETING PLAN

Proposer’s sales force will be the primary source of communication with Participating Entities.

The proposer’s Marketing Plan should demonstrate proposer’s ability to deploy a sales force or dealer network to Participating Entities, as well as proposer’s sales and service capabilities. It is expected that proposer will promote and market any contract award.

G. ADDITIONAL CONSIDERATIONS

1. Contracts will be awarded to proposers able to best meet the need of Participating Entities. Proposers should submit their complete line of equipment, products, or services that are applicable to the scope of this RFP.

2. Proposers should include all relevant information in its proposal, since Sourcewell cannot consider information that is not included in the proposal. Sourcewell reserves the right to verify proposer’s information and may request clarification from a proposer, including samples of the proposed equipment or products.

3. Depending upon the responses received in a given category, Sourcewell may need to organize responses into subcategories in order to provide the broadest coverage of the requested equipment, products, or services to Participating Entities. Awards may be based on a subcategory.

4. A proposer’s documented negative past performance with Sourcewell or its Participating Entities occurring under a previously awarded Sourcewell contract may be considered in the evaluation of a proposal.

III. PRICING

A. REQUIREMENTS

All proposed pricing must be:

1. Either Line-Item Pricing or Percentage Discount from Catalog Pricing, or a combination of these:
a. Line-item Pricing is pricing based on each individual product or services. Each line must indicate the proposer’s published “List Price,” as well as the “Contract Price.”

Rev. 3/2021 Sourcewell RFP #110421
Public Utility Equipment with Related Accessories and Supplies

b. Percentage Discount from Catalog or Category is based on a percentage discount from a catalog or list price, defined as a published Manufacturer’s Suggested Retail Price (MSRP) for the products or services. Individualized percentage discounts can be applied to any number of defined product groupings. Proposers will be responsible for providing and maintaining current published MSRP with Sourcewell, and this pricing must be included in its proposal and provided throughout the term of any Contract resulting from this RFP.

2. The proposer’s not to exceed price. A not to exceed price is the highest price for which equipment, products, or services may be billed to a Participating Entity . However, it is permissible for suppliers to sell at a price that is lower than the contracted price.

3. Stated in U.S. and Canadian dollars (as applicable).

4. Clearly understandable, complete, and fully describe the total cost of acquisition (e.g., the cost of the proposed equipment, products, and services delivered and operational for its intended purpose in the Participating Entity’s location).

Proposers should clearly identify any costs that are NOT included in the proposed product or service pricing. This may include items such as installation, set up, mandatory training, or initial inspection. Include identification of any parties that impose such costs and their relationship to the proposer. Additionally, p roposers should clearly describe any unique distribution and/or delivery methods or options offered in the proposal.

B. ADMINISTRATIVE FEES

Proposers are expected to pay to Sourcewell an adm inistrative fee in exchange for Sourcewell facilitating the resulting contracts. The administrative fee is normally calculated as a percentage of the total sales to Participating Entities for all contracted equipment, products, or services made during a calendar quarter, and is typically one percent (1%) to two percent (2%). In some categories, a flat fee may be an acceptable alternative.

IV. CONTRACT

Proposers awarded a contract will be required to execute a contract with Sourcewell (see attached template). Only those modifications the proposer indicates in its proposal will be available for discussion. Much of the language in the Contract reflects Minnesota legal requirements and cannot be altered. Numerous and/or onerous exceptions that contradict Minnesota law may result in the proposal being disqualified from further review and evaluation.

To request a modification to the template Contract, a proposer must submit the Exceptions to Terms, Conditions, or Specifications table with its proposal. Only those exceptions noted at the time of the proposal submission will be considered.

Exceptions must:

1. Clearly identify the affected article and section.

Rev. 3/2021 Sourcewell RFP #110421
Public Utility Equipment with Related Accessories and Supplies

2. Clearly note the requested modification; and as applicable, provide requested alternative language.

Unclear requests will be automatically denied.

Only those exceptions that have been accepted by Sourcewell will be included in the contract document provided to the awarded supplier for signature.

If a proposer receives a contract award resulting from this solicitation it will have up to 30 days to sign and return the contract. After that time, at Sourcewell’s sole discretion, the contract award may be revoked.

V. RFP PROCESS

A. PRE-PROPOSAL CONFERENCE

Sourcewell will hold an optional, non-mandatory pre-proposal conference via webcast on the date and time noted in the Solicitation Schedule for this RFP and on the Sourcewell Procurement Portal. The purpose of this conference is to allow potential proposers to ask questions regarding this RFP and Sourcewell’s competitive contracting process. Information about the webcast will be sent to all entities that have registered for this solicitation opportunity through their Sourcewell Procurement Portal Supplier Account. Pre-proposal conference attendance is optional.

B. QUESTIONS REGARDING THIS RFP AND ORAL COMMUNICATION

All questions regarding this RFP must be submitted through the Sourcewell Procurement Portal.

The deadline for submission of questions is found in the Solicitation Schedule and on the Sourcewell Procurement Portal. Answers to questions will be issued through an addendum to this RFP. Repetitive questions will be summarized into a single answer and identifying information will be removed from the submitted questions.

All questions, whether specific to a proposer or generally related to the RFP, must be submitted using this process. Do not contact individual Sourcewell staff to ask questions or request information as this may disqualify the proposer from responding to this RFP. Sourcewell will not respond to questions submitted after the deadline.

C. ADDENDA

Sourcewell may modify this RFP at any time prior to the proposal due date by issuing an addendum. Addenda issued by Sourcewell become a part of the RFP and will be delivered to potential proposers through the Sourcewell Procurement Portal. Sourcewell accepts no liability in connection with the delivery of any addenda.

Rev. 3/2021 Sourcewell RFP #110421
Public Utility Equipment with Related Accessories and Supplies

Before a proposal will be accepted through the Sourcewell Procurement Portal, all addenda, if any, must be acknowledged by the proposer by checking the box for each addendum. It is the responsibility of the proposer to check for any addenda that may have been issued up to the solicitation due date and time.

If an addendum is issued after a proposer submitted its proposal, the Sourcewell Procurement Portal will WITHDRAW the submission and change the proposer’s proposal status to INCOMPLETE. The proposer can view this status change in the “MY BIDS” section of the Sourcewell Procurement Portal Supplier Account. The proposer is solely responsible to check the “MY BIDS” section of the Sourcewell Procurement Portal Supplier Account periodically after submitting its proposal (and up to the Proposal Due Date). If the proposer’s proposal status has changed to INCOMPLETE, the proposer is solely responsible to:
i) make any required adjustments to its proposal;
ii) acknowledge the addenda; and
iii) ensure the re-submitted proposal is received through the Sourcewell Procurement Portal no later than the Proposal Due Date and time shown in the Solicitation Schedule above.

D. PROPOSAL SUBMISSION

Proposer’s complete proposal must be submitted through the Sourcewell Procurement Portal no later than the date and time specified in the Solicitation Schedule. Any other form of proposal submission, whether electronic, paper, or otherwise, will not be considered by Sourcewell. Late proposals will not be considered. It is the proposer’s sole responsibility to ensure that the proposal is received on time.

It is recommended that proposers allow sufficient time to upload the proposal and to resolve any issues that may arise. The time and date that a proposal is received by Sourcewell is solely determined by the Sourcewell Procurement Portal web clock.

In the event of problems with the Sourcewell Procurement Portal, follow the instructions for technical support posted in the portal. It may take up to 24 hours to respond to certain issues.

Upon successful submission of a proposal, the Sourcewell Procurement Portal will automatically generate a confirmation email to the proposer. If the proposer does not receive a confirmation email, contact Sourcewell’s support provider at [email protected] .

To ensure receipt of the latest information and updates via email regarding this solicitation, or if the proposer has obtained this solicitation document from a third party, the onus is on the proposer to create a Sourcewell Procurement Portal Supplier Account and register for this solicitation opportunity.

Within the Sourcewell Procurement Portal, all proposals must be digitally acknowledged by an authorized representative of the proposer attesting that the information contained in in the proposal is true and accurate. By submitting a proposal, proposer warrants that the information

Rev. 3/2021 Sourcewell RFP #110421
Public Utility Equipment with Related Accessories and Supplies

provided is true, correct, and reliable for purposes of evaluation for potential contract award.

The submission of inaccurate, misleading, or false information is grounds for disqualification from a contract award and may subject the proposer to remedies available by law.

E. GENERAL PROPOSAL REQUIREMENTS

Proposals must be:
• In substantial compliance with the requirements of this RFP or it will be considered nonresponsive and be rejected.
• Complete. A proposal will be rejected if it is conditional or incomplete. • Submitted in English.
• Valid and irrevocable for 90 days following the Proposal Due Date.

Any and all costs incurred in responding to this RFP will be borne by the proposer.

F. PROPOSAL WITHDRAWAL

Prior to the proposal deadline, a proposer may withdraw its proposal.

G. OPENING

The Opening of proposals will be conducted electronically through the Sourcewell Procurement Portal. A list of all proposers will be made publicly available in the Sourcewell Procurement Portal after the Proposal Due Date, but no later than the Opening time listed in the Solicitation Schedule.

To view the list of proposers, verify that the Sourcewell Procurement Portal opportunities list search is set to “All” or “Closed.” The solicitation status will automatically change to “Closed” after the Proposal Due Date and Time.

VI. EVALUATION AND AWARD

A. EVALUATION

It is the intent of Sourcewell to award one or more contracts to responsive and responsible proposers offering the best overall quality, selection of equipment, products, and services, and price that meet the commonly requested specifications of Sourcewell and its Participating Entities. The award(s) will be limited to the number of proposers that Sourcewell determines is necessary to meet the needs of its Participating Entities. Factors to be considered in determining the number of contracts to be awarded in any category may include the following:
• The number of and geographic location of:
o Proposers necessary to offer a comprehensive selection of equipment, products, or services for Participating Entities’ use.

Rev. 3/2021 Sourcewell RFP #110421
Public Utility Equipment with Related Accessories and Supplies

o A proposer’s sales and service network to assure availability of product supply and coverage to meet Participating Entities’ anticipated needs. • Total evaluation scores.
• The attributes of proposers, and their equipment, products, or services, to assist Participating Entities achieve environmental and social requirements, preferences, and goals.

Information submitted as part of a proposal should be as specific as possible when responding to the RFP. Do not assume Sourcewell has any knowledge about a specific supplier or product.

B. AWARD(S)

Award(s) will be made to the proposer(s) whose proposal conforms to all conditions and requirements of the RFP, and consistent with the award criteria defined in this RFP.

Sourcewell may request written clarification of a proposal at any time during the evaluation process.

Proposal evaluation will be based on the following scoring criteria and the Sourcewell Evaluator Scoring Guide (a copy is available in the Sourcewell Procurement Portal):

Conformance to RFP Requirements 50
Financial Viability and Marketplace Success 75
Ability to Sell and Deliver Service 100
Marketing Plan 50
Value Added Attributes 75
Warranty 50
Depth and Breadth of Offered Equipment, Products, or Services 200 Pricing 400
TOTAL POINTS 1000

C. PROTESTS OF AWARDS

Any protest made under this RFP by a proposer must be in writing, addressed to Sourcewell’s Executive Director, and delivered to the Sourcewell office located at 202 12th Street NE, P.O.

Box 219, Staples, MN 56479. All documents that comprise the complete protest package must be received no later than 10 calendar days’ following Sourcewell’s notice of contract award(s) or non-award and must be time stamped by Sourcewell no later than 4:30 p.m., Central Time. A protest must allege a procedural, technical, or legal defect, with supporting documentation. A protest that merely requests a re-evaluation of a proposal’s content will not be entertained

A protest must include the following items:
• The name, address, and telephone number of the protester;

Rev. 3/2021 Sourcewell RFP #110421
Public Utility Equipment with Related Accessories and Supplies

• Identification of the solicitation by RFP number;
• A precise statement of the relevant facts;
• Identification of the alleged procedural, technical, or legal defect; • Analysis of the basis for the protest;
• Any additional supporting documentation;
• The original signature of the protester or its representative; and • Protest bond in the amount of $20,000 (except where prohibited by law or treaty).

Protests that do not address these elements will not be reviewed.

D. RIGHTS RESERVED

This RFP does not commit Sourcewell to award any contract, and a proposal may be rejected if it is nonresponsive, conditional, incomplete, conflicting, or misleading. Proposals that contain false statements or do not support an attribute or condition stated by the proposer may be rejected.

Sourcewell reserves the right to:
• Modify or cancel this RFP at any time;
• Reject any and all proposals received;
• Reject proposals that do not comply with the provisions of this RFP; • Select, for contracts or for discussion, a proposal other than that with the lowest cost; • Independently verify any information provided in a proposal; • Disqualify any proposer that does not meet the requirements of this RFP, is debarred or suspended by the United States or Canada, State of Minnesota, Participating Entity’s state or province; has an officer, or other key personnel, who have been charged with a serious crime; or is bankrupt, insolvent, or where bankruptcy or insolvency are a reasonable prospect;
• Waive or modify any informalities, irregularities, or inconsistencies in the proposals received;
• Clarify any part of a proposal and discuss any aspect of the proposal with any proposer; and negotiate with more than one proposer;
• Award a contract if only one responsive proposal is received if it is in the best interest of Participating Entities; and
• Award a contract to one or more proposers if it is in the best interest of Participating Entities.

E. DISPOSITION OF PROPOSALS

All materials submitted in response to this RFP will become property of Sourcewell and will become public record in accordance with Minnesota Statutes Section 13.591, after negotiations are complete. Sourcewell considers that negotiations are complete upon execution of a resulting contract. It is the proposer’s responsibility to clearly identify any data submitted that

Rev. 3/2021 Sourcewell RFP #110421
Public Utility Equipment with Related Accessories and Supplies

it considers to be protected. Proposer must also include a justification for the classification citing the applicable Minnesota law. Sourcewell may reject proposals that are marked confidential or nonpublic, either substantially or in their entirety.

Sourcewell will not consider the prices submitted by the proposer to be confidential, proprietary, or trade secret materials. Financial information, including financial statements, provided by a proposer is not considered trade secret under the statutory definition.

9/20/2021
Addendum No. 1
Solicitation Number: RFP 110421
Solicitation Name: Public Utility Equipment with Related Accessories and Supplies

Consider the following Question and Answer to be part of the above-titled solicitation documents. The remainder of the documents remain unchanged.

Question 1:

Are radio batteries and accessories considered in-scope for this contract? Answer 1:

Each proposer, in its discretion, will propose the equipment, products, and services that it deems to fall within Sourcewell’s requested equipment, products, and services as stated in RFP Section II. B. - Requested Equipment, Products or Services. However, only those products within the scope of the RFP will be included in any contract awarded by Sourcewell as a result of this solicitation. Proposals are evaluated based on the criteria stated in the RFP.

End of Addendum
Acknowledgement of this Addendum to RFP 110421 posted to the Sourcewell Procurement Portal on 9/20/2021, is required at the time of proposal submittal.

9/24/2021
Addendum No. 2
Solicitation Number: RFP 110421
Solicitation Name: Public Utility Equipment with Related Accessories and Supplies

Consider the following Question and Answer to be part of the above-titled solicitation documents. The remainder of the documents remain unchanged.

Question 1:

Can we submit a bid response that includes the body, with installation, and excludes the chassis? Can chassis pricing be added later?
Answer 1:

Sourcewell will not advise a proposer on the content of the proposal. Each proposer, in its discretion, will propose the equipment, products, and services that it deems to fall within Sourcewell’s requested equipment, products, and services as described in RFP Section II. B (Requested Equipment, Products and Services). The solicitation is a competitive process and proposals are evaluated on the content submitted.

The Proposer’s complete proposal must be submitted through the Sourcewell Procurement Portal no later than the date and time specified in the Solicitation Schedule (RFP Section V. D.), and all relevant information should be included in the proposal (RFP Section II., G.).

For additional guidance on the process for pricing changes during the contract term refer to Section 4. – Product and Pricing Change Requests in the Sourcewell template contract available on the Sourcewell Procurement Portal.

End of Addendum
Acknowledgement of this Addendum to RFP 110421 posted to the Sourcewell Procurement Portal on 9/24/2021, is required at the time of proposal submittal.

9/27/2021
Addendum No. 3
Solicitation Number: RFP 110421
Solicitation Name: Public Utility Equipment with Related Accessories and Supplies

Consider the following Question and Answer to be part of the above-titled solicitation documents. The remainder of the documents remain unchanged.

Question 1:

We saw a posting for this solicitation on a website other than the Sourcewell Procurement Portal. Are the products or commodities listed on the other site part of this opportunity, or is the opportunity only for the equipment or products included in the Sourcewell RFP?
Answer 1:

The requested equipment, products, or services for this solicitation are as stated in RFP Section II. B. – Requested Equipment, Products, or Services. The contents of a posting on a site other than the Sourcewell Procurement Portal have no impact on the scope of the Sourcewell RFP.

End of Addendum
Acknowledgement of this Addendum to RFP 110421 posted to the Sourcewell Procurement Portal on 9/27/2021, is required at the time of proposal submittal.

10/14/2021
Addendum No. 4
Solicitation Number: RFP 110421
Solicitation Name: Public Utility Equipment with Related Accessories and Supplies

Consider the following Questions and Answers to be part of the above-titled solicitation documents. The remainder of the documents remain unchanged.

Question 1:

Would bulk water dispensing and wastewater receiving systems be in scope for this RFP?
Answer 1:

Each proposer, in its discretion, will propose the equipment, products, and services that it deems to fall within Sourcewell’s requested equipment, products, and services as stated in RFP Section II. B. - Requested Equipment, Products or Services. However, only those products within the scope of the RFP will be included in any contract awarded by Sourcewell as a result of this solicitation. Proposals are evaluated based on the criteria stated in the RFP.

Question 2:

We have already been awarded an agreement by Canoe Procurement Group of Canada.

Can it be transferred to this Sourcewell opportunity, or will we have to bid again?

Answer 2:

The solicitation issued by Sourcewell is independent of contracts that have been previously awarded by Canoe Procurement Group of Canada.

To participate in the Sourcewell competitive solicitation, a proposal must be submitted through the Sourcewell Procurement Portal. Guidance on preparing a response in the Portal can be found in the “Submit Response Guide” found on the “Bids Homepage” in the Resource Materials section. After selecting “Start Submission” from the Bid Details page, a proposer will navigate to Step 1 to begin the submission.

End of Addendum
Acknowledgement of this Addendum to RFP 110421 posted to the Sourcewell Procurement Portal on 10/14/2021, is required at the time of proposal submittal.