Agenda — Santa Maria City Council, March 3, 2026 (part 2 of 3)

Information
Sales Quote No. 5055312
Document Date 01/23/2026
Customer No. 515
Currency USD
Contact Name
Phone 805-925-0951
FAX
EMAIL [email protected]
Validity Start Date 01/23/2026
Validity End Date 06/30/2026
Req Ship Date 01/23/2026
Est Ship Date 01/23/2026
Order includes 9 (41") Fast Fare Fareboxes w/ TRiM, BCR, WiFi, OPSCR, J1708 cable, Site Survey to Prep Buses
for Farebox Installs, and Farebox Installations.

Item Material Quantity Price Amount
10 FASTFARE 9 EA 20,468.60 USD 184,217.40 FAST FARE (41" w/TRiM, OPSCR, BCR, WiFi)
Tax 1,791.00 USD 16,119.02
With the following configuration
OCU MOUNTING SHAFT LENGTH CHAR 6 INCH RAM (STD)
OCU CABLE LENGTH 3FT (STD)

SWIPE CARD READER YES
SMART CARD READER FEIG OPENPAY (SEL. ETH CABLES)

ETHERNET CABLE BOTH CABLE (WIFI/OPEN PAY)
FAREBOX HEIGHT 41 INCHES
EXTERNAL CABLE J1708

TRIM (OR) PRINTER MAGNETIC
WIFI DUAL BAND (SEL. ETH CABLES)

BARCODE READER YES

CASHBOX HEIGHT TALL
Customer Signature: ___________________________________ Date: _________________ Signature: _______________________________ __________________ Date:01/23/2026 Sales Representative: Josh Moskowitz Phone:

Email:

Genfare, LLC
800 Arthur Ave
Elk Grove Village, IL 60007
Ph: (847) 593-8855
Attachment C
Genfare Price Quotation Summary Terms & Conditions: All prices are valid for 90 days from the Document Date unless otherwise noted above.

Delivery will be made within 120 days after receipt of order (ARO) unless otherwise noted above. Prices do not include any state or local taxes or freight charges.

Customer will be responsible for applicable taxes and freight charges which will be included upon invoicing. Regardless of any taxes included above applicable taxes due are determined as of the date of shipment or service. All price quotations are subject to and shall be governed solely and exclusively by the Genfare Standard Terms And Conditions Of Sale, a copy of which is attached and incorporated herein.

Sales Quotation
Sold-To-Party
City of Santa Maria
Suite 226 110 S Pine St, STE 101
Santa Maria CA 93458-5078
Ship-To-Party
City of Santa Maria
Suite 226 110 S Pine St, STE 101
Santa Maria CA 93458-5078
End User
City of Santa Maria
Suite 226 110 S Pine St, STE 101
Santa Maria CA 93458-5078
Information
Sales Quote No. 5055312
Document Date 01/23/2026
Customer No. 515
Currency USD
Contact Name
Phone 805-925-0951
FAX
EMAIL [email protected]
Validity Start Date 01/23/2026
Validity End Date 06/30/2026
Req Ship Date 01/23/2026

Page 2 of 5 ends

Item Material Quantity Price Amount
------------------------------------------------------------------------ ------------------------------------------------------------------------------------------------------------------------------------ ------------ 20 J1708 LICENSE 9 EA 195.00 USD 1,755.00 J1708 INTERFACE SOFTWARE LICENSE
------------------------------------------------------------------------ ------------------------------------------------------------------------------------------------------------------------------------ ------------ 30 FS-0002 1 EA 6,650.00 USD 6,650.00

SITE SURVEY FOR FF INSTALLS
------------------------------------------------------------------------ ------------------------------------------------------------------------------------------------------------------------------------ ------------ 40 INSTALL 9 EA 1,487.00 USD 13,383.00

INSTALL FAREBOXES
------------------------------------------------------------------------ ------------------------------------------------------------------------------------------------------------------------------------ ------------ 50 FREIGHT 1 EA 900.00 USD 900.00

FREIGHT
------------------------------------------------------------------------ ------------------------------------------------------------------------------------------------------------------------------------ ------------ ----------------------------------------------------
Gross Value 206,905.40
Total Tax 16,119.02
Final Amount: 223,024.42
Customer Signature: ___________________________________ Date: _________________ Signature: _______________________________ __________________ Date:01/23/2026 Sales Representative: Josh Moskowitz Phone:

Email:

Genfare, LLC
800 Arthur Ave
Elk Grove Village, IL 60007
Ph: (847) 593-8855

GENFARE STANDARD TERMS AND CONDITIONS OF SALE

1. GENERAL. . Unless otherwise agreed in writing by Genfare, the Quotation, these Terms and Conditions of Sale (including the attached Warranty), the Order Acknowledgment (if issued) and the Software License (for any licensed Software), constitute the entire agreement between Genfare and Customer (the "Agreement") and are the exclusive terms and conditions governing the underlying order and shall apply in precedence over any such other terms and conditions, or otherwise under any applicable law. The Software is licensed to Customer under the Genfare Software License in effect at the time of purchase of such Software. Genfare's Services Agreement shall be the sole document governing any Software subscriptions purchased by Customer from Genfare. ANY ADDITIONAL OR INCONSISTENT TERMS OR CONDITIONS CONTAINED IN ANY PURCHASE ORDER OR OTHER DOCUMENT OF CUSTOMER ARE OBJECTED TO BY GENFARE AND SHALL NOT BE EFFECTIVE OR BINDING AS TO GENFARE UNLESS AGREED TO IN A WRITING SIGNED BY AN AUTHORIZED REPRESENTATIVE OF GENFARE. Genfare shall sell to Customer, and Customer shall purchase from Genfare, the equipment identified in the Quotation (the "Equipment") and a license to certain software identified in the Quotation or embedded in the Equipment (the "Software") in accordance with the Agreement (the Equipment and Software collectively referred to as the "Products"). Genfare accepts Customer's purchase orders for Products and agrees to deliver the Products to Customer only on the terms of the Agreement.

Genfare's acceptance of Customer's purchase order is expressly made conditional on Customer's assent to the Agreement. No variation of the Agreement shall be binding unless agreed to in writing by authorized representatives of Genfare and Customer. The following provisions of these Terms and Conditions of Sale shall survive termination of the Agreement for whatever reason: Sections 1, 3, 6, 7, 8, 9, 11, 12, 15 and 16.

2. SHIPPING & INSURANCE Genfare shall arrange shipping and insurance and shall bill Customer for the Products with the shipping and insurance costs as separate items, on an invoice ("Invoice"). Subject to other provisions of the Agreement, Genfare shall ship the Products to Customer on the agreed upon Shipping Date.

3. TERMS OF PAYMENT. Genfare may require certain payments to be made prior to delivery of Products or other services. Notwithstanding the preceding sentence, Customer shall pay for all Products, fees, shipping, insurance, and where agreed, all duties and taxes net 30 days from date of Invoice. However, if the parties have agreed that the Products are to be installed by Genfare, Customer shall pay 90% of the total cost of each Product upon shipping of the Product and 10% upon installation of the Product. All services are invoiced at 100%. If Customer fails to pay any Invoice when due, Genfare may, without prejudice to any other remedy, postpone shipments, alter payment terms, terminate the Agreement and charge interest on all overdue amounts at the rate of 1.5% per month compounded monthly (or if less, the maximum rate allowed by law). Upon demand, Customer shall pay all such interest charges and all reasonable collection fees, including reasonable legal expenses.

4. TRANSFER OF TITLE AND RISK OF LOSS; DELIVERY.All products willbe shipped FOB Destination. Risk of loss and title to all Products shall pass to Customer, free of encumbrances, at the time of delivery to Customer's destination.

Genfare will endeavor to meet any estimated or firm delivery dates requested by Customer, but shall not be liable in damages or otherwise, nor shall Customer be relieved of performance under the Agreement, because of failure to meet them.

5. CHANGES TO SPECIFICATIONS. Genfare may, without notice to Customer, make changes to the specifications of the Products which do not materially affect the quality or performance of the Products.

6. ACCEPTANCE, RETURNS AND EXCHANGES. The Products and services shall be deemed accepted, and any attempt by Customer to reject an order or shipment of Products shall be waived and not enforceable, unless: (i) Customer has promptly inspected the Products and services, and written notice from Customer of any defect has been received by Genfare within thirty (30) days following any delivery of Products or performance of services. The return of defective Products is covered by the Warranty as described in Attachment A.

Return/Exchange Procedures. Customer may only return a Product which is not defective if: (a) the Product does not correspond to the Products ordered in the Agreement (a "Return"), or (b) the Product has been ordered in error by the Customer and Genfare has granted written permission to Customer to remedy its mistake by ordering the correct equipment or software and returning the Product (an "Exchange"). The party liable for all shipping, insurance and any other expenses incurred by Customer in returning the Product pursuant to the preceding sentence and for all loss or damage to the Product until received by Genfare, shall be Genfare for Returns and Customer for Exchanges. If Customer returns the Product in accordance with these Procedures in an undamaged condition, in the original configuration and, where appropriate, in the original packing, before the later of: (i) 21 days after the date of the Invoice for that Product; and (ii) the date of substantial completion of installation of the Product by Genfare, Genfare shall: (A) for Returns, issue a credit to Customer for the full Invoice price of the returned Product; or (B) for Exchanges, issue a credit to Customer for the full Invoice price of the returned Product less: (I) a restocking fee of 25% of the Invoice price; and (II) the original shipping and insurance cost as shown on the Invoice. If Customer does not comply with the Procedures in this Section for Returns and Exchanges, Customer shall pay the full amount of the Invoice.

7. CUSTOMER POSTPONEMENT OF SCHEDULED SHIPPING DATE. If Genfare receives a request from Customer to delay the Shipping Date (a) 30 days or more prior to the Shipping Date, Genfare may postpone the Shipping Date and may charge Customer 2% of the net Agreement total for each full or partial month the Shipping Date is delayed or (b) less than 30 days prior to the Shipping Date, Genfare may treat the Agreement as canceled and may bill Customer in accordance with the provisions of Section 8.

8. CANCELLATION. If Customer cancels an Agreement before the Shipping Date, Genfare may charge Customer a cancellation charge calculated by multiplying the following applicable percentage by the Agreement total (as shown on the Quotation/Order Acknowledgment): (a) if cancelled 40 business days or more before Shipping Date, the applicable percentage is 25%, and (b) if cancelled 39 business days or less before Shipping Date, the applicable percentage is 50%. In addition to the applicable percentage charge, if Customer cancels all or part of the order without cause, Customer will reimburse Genfare for (i) Genfare's expenses incurred to fulfil the order through the cancellation date, including, without limitation, materials and labor. If Customer's order includes special order Products or vendor Products, Genfare may also charge, in addition to the other amounts set forth in this Section 8, (A) for special order Products, 100% of the amount shown on the Quotation/Order Acknowledgment for that Product; and (B) for vendor Products, the lesser of 100% of the cost to Genfare of vendor Product; or, if the vendor accepts the return of its Product the restocking charge levied by the vendor. Customer shall pay all cancellation charges within 30 days of receipt of Invoice.

9. FORCE MAJEURE. To the extent that either party is not able to perform an obligation under this Agreement due to fire, flood, acts of God, severe weather conditions, strikes or labor disputes, war or other violence, acts of terrorism, any law or order of any governmental agency, or other cause beyond that party's reasonable control ("Force Majeure"), that party may be excused from such performance so long as such party provides the other party with prompt written notice describing the condition and takes reasonable steps to avoid or remove such causes of nonperformance and promptly continues performance whenever and to the extent such causes are removed.

10. INSTALLATION. If installation is purchased, Customer shall complete all of the action necessary to prepare Customer's premises for the installation of Products prior to the scheduled installation date. If Customer complies with the preceding sentence, Genfare's authorized technicians shall commence the installation of Products on the scheduled installation date. Genfare may invoice Customer for an amount in addition to the installation charge specified on the Quotation/Order Acknowledgment if Genfare incurs additional installation costs as a result of Customer's failure to have the site, other manufacturers' equipment or Products ready for Genfare's technicians on the scheduled installation date.

11. WARRANTY. All Products are covered by Genfare's Standard Warranty as described in Attachment A attached hereto and incorporated herein.

12. WAIVER OF CONSEQUENTIAL DAMAGES; LIMITATION OF LIABILITY. Notwithstanding anything in this Agreement to the contrary, to the fullest extent permitted by applicable law, Genfare will not be liable for damages related to any business interruption or loss of profit, increased operating costs, anticipated savings, data, contract, goodwill or the like or for incidental, special, indirect or consequential damages of any nature under any theory of relief, including, without limitation, breach of warranty, breach of contract, tort (including negligence), and strict liability, arising out of or related to Seller'sacts or omissions. Under no circumstances shall Genfare's liability to Customer exceed the contract price for the specific goods and services upon which such liability is based. Any action for breach of contract or otherwise must be commenced within one (1) year after the cause of action has accrued.

13. INDEMNIFICATION. Genfare agrees to indemnify and hold harmless Customer, its elected and appointed officers and employees, from and against any and all claims, demands, defense costs, liability or damages brought by third parties and to the extent arising solely from: (a) personal injury or property damage resulting directly from Genfare's (or Genfare's subcontractors, if any), negligent acts, errors or omissions or willful misconduct or (b) any actual infringement by Genfare of a patent, trademark, copyright, trade secret or other intellectual or proprietary rights regarding the Products (except to the extent resulting from Customer's combination of Genfare's products with other products or services not provided by Genfare). Notwithstanding the foregoing, there shall be no indemnification hereunder by Genfare as to any losses caused by the negligence or fault of Customer or any of its officers, employees or agents. If Customer shall claim indemnification hereunder, Customer shall notify Genfare in writing of the basis for such claim or demand setting forth the nature of the claim or demand in reasonable detail. Genfare agrees to assume the defense of any such claim and to defend the same at Genfare's expense. The parties agree to reasonably cooperate with each other on any such claims. If the Customer desires to participate in the defense, then Customer shall have the right to do so through counsel of its own choosing, provided that Customer will be responsible for all of its costs in so doing.

14. INSURANCE. Genfare shall maintain insurance coverage consistent with its existing programs but shall not name Customer as an additional insured nor will Genfare or its insurers be obligated to waive any rights of subrogation Genfare or such insurers may have against Customer or its affiliates. Genfare shall use commercially reasonable efforts to provide Customer with written notice of cancellation of any applicable policy thirty (30) days prior to the effective cancellation date of such policy, but failure to do so shall impose no obligation or liability upon Genfare or its insurers, agents or representatives. Genfare shall provide Customer with its standard certificate of insurance upon request.

15. NOTICE. All requests, instructions and notices from one party to the other must be in writing and may be given via registered post or facsimile transmission to the address of the parties shown on the Quotation/Order Acknowledgment.

16. MISCELLANEOUS. No waiver by Genfare of any breach of this Agreement shall be considered as a waiver of any subsequent breach of the same or any other provision. Any provision of the Agreement which is, or is deemed to be, unenforceable in any jurisdiction shall be severable from the Agreement in that jurisdiction without in any way invalidating the remaining provisions of the Agreement, and that unenforceability shall not make that provision unenforceable in any other jurisdiction. The rights which accrue to Genfare by virtue of the Agreement shall endure for the benefit of and be binding upon the successors and assigns of Genfare. The Agreement shall be governed by the laws of the State of Illinois, however Genfare may enforce the provisions of the Agreement in accordance with the laws of the jurisdiction in which the Products are situated. The United Nations Convention on the Sale of Goods (the Vienna Convention) shall not apply to the Agreement.

ATTACHMENT A- WARRANTY

1. DEFINITIONS
a) Customer shall mean any individual, entity, business, or transit agency that purchases Genfare's goods, services, and/or software. b) Documentation shall mean the manuals, guides, or other applicable materials provided by Genfare to the Customer. c) Equipment shall mean new Genfare supplied equipment, firmware embedded on the Genfare supplied equipment, and spare parts. d) Equipment Operating Instructions means the instructions for use, maintenance, storage, and repair in the applicable Genfare Equipment Manual. e) Equipment Warranty Period shall apply as follows:
i. Equipment:

1. Begins the earlier of the date of delivery of the Equipment if the equipment is not to be installed, (b) the date of installation by Genfare, or Genfare approved technician if Genfare (or a Genfare approved technician) is completing the installation, and shall end (w) twelve (12) months thereafter for equipment purchases; and (z) six (6) months for Equipment repaired during the Warranty Period or the remaining original warranty period if greater than (6) months ii. Genfare's Mid-Life Upgrade and/or Reconditioning Program:

1. Begins the earlier of the date of delivery of the Equipment if the equipment is not to be installed, (b) the date of installation by Genfare, or Genfare approved technician if Genfare (or a Genfare approved technician) is completing the installation, and shall end (w) six (6) months thereafter; and (z) three (3) months for items repaired during the Warranty Period or the remaining original warranty period if greater than three (3) months. iii. Spare Parts:

1. Begins upon delivery of Spare Parts and shall end six (6) months thereafter. f) Genfare Equipment Manual means the manual and/or guides developed by Genfare and made available to a Customer which describe the products, services, and/or software, including proper care and maintenance of such products, services, and/or software.
g) Genfare Service Center shall mean the Genfare repair facility specified by an authorized Genfare representative. h) Hotfix shall mean a single, cumulative package that includes information that is used to address a problem within the Software. i) Services means technical, training, maintenance, or other services performed by Genfare or an authorized Genfare representative. j) Services Warranty Period shall begin upon the completion of the Services and end thirty (30) days thereafter. k) Software means all original and software updates purchases of Genfare supplied software. l) Software Warranty shall mean licensed software, but excludes any warranty provided under an applicable subscription and services agreement purchased by Customer. m) Software Warranty Period shall begin upon the earlier of (a) the date the Software is made available to the Customer for User Acceptance Testing or (b) date the Software is placed in the production and shall end ninety (90) days thereafter.
n) Third Party Purchase Warranty Period shall mean the date on which Customer receives the Equipment from Customer's third party bus manufacturer or other third party vendors and ending twelve (12) months from such date. o) Warranty shall mean all applicable warranties purchased by the Customer under this Agreement. p) Warranty Period shall mean the applicable Equipment Warranty Period, Third Party Purchase Warranty Period, the Software Warranty Period, and the Services Warranty Period.

2. GENERAL TERMS
a) Subject to the provisions of the Equipment Warranty, Genfare warrants that the Equipment shall conform to the specifications in the Genfare documentation in all material respects and that the equipment shall be free from material defects in materials and workmanship.
b) Genfare warrants that the Services and Software shall materially conform to the specifications in the then-current Documentation. c) It is understood that the costs of discovery of the problem associated with any Warranty and, to the extent applicable, the costs associated with the removal and installation of the defective part shall be the responsibility of Customer.

3. RETURN OF EQUIPMENT UNDER WARRANTY
a) If an item of Equipment malfunctions or fails in normal use within the applicable Warranty Period:
b) Customer shall promptly notify Genfare of the problem, the original sales order number, and the serial number, if applicable, of the defective item; i. Genfare shall, at its option, either resolve the problem over the telephone or via email, or provide Customer with a Return Material Authorization ("RMA") to ship the defective item to Genfare; ii. if Genfare provides Customer with an RMA to ship the defective item to Genfare, Customer shall include, in the RMA, a description of the fault. Customer shall, at its cost, properly pack the item to be returned, prepay the insurance and shipping charges, and ship the item to the specified Genfare Service Center with a copy of the RMA; Parts or Equipment damaged during shipment that were not properly packaged are the responsibility of the customer. The return label must include the RMA number with attention to Repair Center. Genfare reserves the right to return items sent to the Genfare Service Center without an RMA and Customer will reimburse Genfare for its costs in returning the items. iii. Genfare shall, at Genfare's option, either repair or replace the returned item. The replacement item may be new or refurbished; if refurbished, it shall be equivalent in operation to new Equipment. If a returned item is replaced by Genfare, the Customer agrees that the returned item shall become the property of Genfare; iv. Genfare shall, at its cost, ship the repaired item or replacement to the Customer. If the Customer has requested express shipping, the Customer shall pay Genfare an expediting fee. c) A failure is defined as a device or component in the Equipment that is inoperative and/or unsuitable for the intended purpose. d) It is understood that Genfare shall be responsible for the costs of all materials and labor, except as provided herein.

4. TECHNICAL ASSISTANCE
During the applicable Warranty Period, Genfare shall provide the Customer with Technical Support via phone or email. All communication is to be routed through Customer Care at 847-871-1231, 847-593-8855, or [email protected]. A case will be created for each inquiry that will be followed through resolution. Technical Support is included throughout the Warranty Period. Customer understands that ongoing Technical Support is the Customer's responsibility and that if a Support Agreement is not secured prior to the expiration of the Warranty Period, Customer is agreeing to support at Genfare's then-current time and materials rates or as otherwise quoted by Genfare.

5. UPDATES
During the applicable Software Warranty Period, Genfare shall, at no charge, provide Customer with non-feature software updates to the version of Software installed at the Customer's location and, if the Equipment is sent to Genfare for Warranty repair, those revision level updates deemed necessary by Genfare. Non-feature software updates and revision level updates do not generally include additional equipment, such as hardware memory, which enables the upgrades to function in the existing Equipment of Customer. Customer may purchase this additional equipment from Genfare. Updates will be provided based on compatibility and based on Genfare's reasonable determination that a Software update will resolve an issue the Customer is experiencing. Genfare reserves the right to provide Customer with a Hotfix to resolve an issue between scheduled releases. Any firmware provided by Genfare to Customer is recommended to be tested in a user acceptance testing environment prior to deployment to Customer's production environment, Genfare's warranty does not cover issues experienced by Customer where Customer deployed firmware to Customer's production environment without first testing in the user acceptance testing environment.

6. DEFAULT AND TERMINATION
Genfare may suspend or immediately terminate this Warranty and all of its performance under this Warranty, upon notification to Customer, if Customer: (a) makes any unauthorized modifications to the Equipment or Software; (b) purchases non-OEM supplied parts during the warranty period (c) does not regularly perform preventative maintenance and is unable to show service records or other documentation reasonably requested by Genfare; (d) uses an unauthorized repair facility; (e) assigns or transfers the Customer's rights or obligations under this Warranty without the prior written consent of Genfare; (f) becomes bankrupt or insolvent, or is put into receivership; or (g) has not paid Genfare all amounts for services, advance replacement parts supplied under this Warranty, or other additional charges within thirty (30) days of receipt of written notice from Genfare. If this Warranty is terminated by Genfare, Customer shall remain liable for all amounts due to Genfare. If Genfare suspends the warranty under Section 6(a), 6(b), 6(c), or 6(g), Customer will have the opportunity to cure and must do so within ninety (90) days of Genfare providing notice to Customer. If Customer does not cure within the allotted period, the warranty will terminate upon expiration of the cure period. To cure, Customer must remedy the default in the manner required by Genfare in Genfare's notice of default to Customer. The term of Customer's Warranty Period will continue to run during any cure period.

7. LIMITATIONS AND QUALIFICATIONS OF WARRANTY
This Warranty does not apply to normal consumable items, items which are replaced in usual and scheduled preventative maintenance such as ball bearings, belts, batteries, cables, gears, rollers etc.(a full listof consumable items can be provided upon request) nor does it apply to any damage, defect or failure caused by:
a) any part of the Equipment or Software having been modified, adapted, transported or relocated by any person other than Genfare personnel, a Genfare authorized service agent or Genfare approved technician without Genfare's prior written consent;
b) improper installation, operation or maintenance by Customer or a third party; c) storage or environmental characteristics which do not conform to the applicable sections of the appropriate Genfare Equipment Manual; d) failure to conform with the Equipment Operating Instructions in the applicable Genfare Equipment Manual or the Minimum System Requirements for the Network Manager or Server (including failure to perform regular backups); e) inaccurate or incomplete information or data supplied or approved by Customer; f) external causes, including external electrical stress or lightning, or use in conjunction with incompatible equipment, unless such use was with Genfare's prior written consent; g) cosmetic damage (including graffiti);
h) accidental damage, negligence, neglect, mishandling, abuse or misuse, other than by Genfare personnel, a Genfare authorized service agent or Genfare approved technician; or i) Force Majeure (as defined in Genfare's Terms and Conditions of Sale); j) Customer implementing a software update without having a User Acceptance Testing environment available prior to implementation of the software update k) Improper or inadequate testing of a software update or release in Customer's User Acceptance Testing environment prior to implementation of such software update or release in Customer's production environment.

8. LIMITATION ON DAMAGES
a) THE WARRANTY STATED HEREIN ARE THE CUSTOMER'S SOLE AND EXCLUSIVE WARRANTY AND SOLE AND EXCLUSIVE REMEDY FOR THE EQUIPMENT, SOFTWARE, AND/OR SERVICES. GENFARE SPECIFICALLY

DISCLAIMS ALL OTHER WARRANTIES OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, ANY WARRANTIES OF FITNESS FOR A PARTICULAR PURPOSE, OF MERCHANTABILITY, AND NONINFRINGEMENT. EXCEPT AS SPECIFICALLY SET FORTH ABOVE, TO THE MAXIMUM EXTENT ALLOWED BY LAW, THE SERVICES AND SOFTWARE ARE PROVIDED "AS IS." GENFARE DOES NOT WARRANT THAT: (1) OPERATION OF ANY OF THE SERVICES OR SOFTWARE SHALL BE UNINTERRUPTED OR ERROR FREE, (2) FUNCTIONS CONTAINED IN THE SERVICES AND SOFTWARE SHALL MEET THE CUSTOMER'S REQUIREMENTS, OR (3) THE SERVICES OR SOFTWARE SHALL OPERATE IN COMBINATION WITH (I) OTHER HARDWARE OR SOFTWARE OTHER THAN HARDWARE AND SOFTWARE EXPRESSLY APPROVED OR RECOMMEND BY

GENFARE IN WRITING, OR (II) UNSUPPORTED VERSIONS OF THE SOFTWARE b) EXCEPT AS OTHERWISE EXPRESSLY AGREED BY THE PARTIES, GENFARE SHALL NOT BE LIABLE IN TORT, INCLUDING LIABILITY IN NEGLIGENCE OR STRICT LIABILITY, AND SHALL HAVE NO LIABILITY AT ALL FOR INJURY TO PERSONS OR PROPERTY. GENFARE'S LIABILITY FOR FAILURE TO FULFILL ITS OBLIGATIONS UNDER THIS WARRANTY OR ANY OTHER LIABILITY UNDER OR IN CONNECTION WITH THE EQUIPMENT SHALL BE LIMITED TO THE AMOUNT OF THE PURCHASE PRICE OF THE EQUIPMENT. c) EVEN IF GENFARE HAS BEEN ADVISED OF THE POSSIBILITY OF THEM, GENFARE SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL OR CONSEQUENTIAL DAMAGES, INCLUDING LOST PROFITS AND REVENUES, FAILURE TO REALIZE EXPECTED SAVINGS, ANY CLAIM AGAINST A CUSTOMER BY A THIRD PARTY, OR ANY OTHER COMMERCIAL OR ECONOMIC LOSSES OF ANY KIND.

Genfare Price Quotation Summary Terms & Conditions: All prices are valid for 90 days from the Document Date unless otherwise noted above.

Delivery will be made within 120 After Receipt of Order (ARO) unless otherwise noted above. Prices do not include any state or local taxes or freight charges unless specifically listed. Regardless of any taxes included above, applicable taxes due are determined as of the date of sale. All price quotations are subject to and shall be governed solely and exclusively by the Genfare Standard Terms And Conditions Of Sale, a copy of which is attached and incorporated herein.

Page 1 of 9 ends

Information
Sales Quote No. 5045415
Document Date 10/30/2023
Customer No. 515
Currency USD
Contact Name
Phone 805-925-0951
FAX
EMAIL [email protected]
Validity Start Date 10/30/2023
Validity End Date 12/31/2023
Req Ship Date 10/30/2023
* Implementation Fee, Subscription and Support Fees for Genfare Link (Y1 - Y3), UAT lab and comprehensive GL
Webinar training. Link Modules include Account, OP, and Org. Genfare Link SLA will supercede existing GOLD- level SLA assuming Santa Maria maintains Link SLA for 3 years. Mobile Link cost for Y1-Y3 fees included in Genfare Link Implementation and Subscription Fees.

Item Material Quantity Price Amount
10 GL-02 1 EA 147,150.00 USD 147,150.00 GENFARE LINK TIER 2 IMPLEMENTATION FEE
Delivery date: 10/30/2023
20 GL-SUB 1 EA 29,430.00 USD 29,430.00 GENFARE LINK, ANNUAL SUBSCRIPTION, Y1
Delivery date: 10/30/2023
30 GL-SUB 1 EA 30,313.00 USD 30,313.00 GENFARE LINK, ANNUAL SUBSCRIPTION, Y2
Delivery date: 10/30/2023
40 GL-SUB 1 EA 31,222.00 USD 31,222.00 GENFARE LINK, ANNUAL SUBSCRIPTION, Y3
Delivery date: 10/30/2023
Customer Signature: ___________________________________ Date: _________________ Signature: _______________________________ __________________ Date:03/06/2024 Sales Representative: Josh Moskowitz Phone:

Email:

Genfare, LLC
800 Arthur Ave
Elk Grove Village, IL 60007
Ph: (847) 593-8855
Attachment D

Genfare Price Quotation Summary Terms & Conditions: All prices are valid for 90 days from the Document Date unless otherwise noted above.

Sales Quotation
Sold-To-Party
City of Santa Maria
110 S Pine St, STE 101
Santa Maria CA 93458
Ship-To-Party
City of Santa Maria
110 S Pine St, STE 101
Santa Maria CA 93458
End User
City of Santa Maria
110 S Pine St, STE 101
Santa Maria CA 93458
Information
Sales Quote No. 5045415
Document Date 10/30/2023
Customer No. 515
Currency USD
Contact Name
Phone 805-925-0951
FAX
EMAIL [email protected]
Validity Start Date 10/30/2023
Validity End Date 12/31/2023
Req Ship Date 10/30/2023

Page 2 of 9 ends

Item Material Quantity Price Amount
50 SLA-GOLD 1 EA 12,250.00 USD 12,250.00

SOFTWARE SUPPORT AGREEMENT (DATES)
Delivery date: 03/05/2024
60 SLA-GOLD 1 EA 12,617.00 USD 12,617.00

SOFTWARE SUPPORT AGREEMENT (DATES)
Delivery date: 03/05/2024
70 SLA-GOLD 1 EA 12,996.00 USD 12,996.00

SOFTWARE SUPPORT AGREEMENT (DATES)
Delivery date: 03/05/2024
80 NETWORK MANAGER-VM 1 EA 38,300.00 USD 38,300.00 Network Manager-Virtual
Software License only. Server or Virtual Machine to be provided by Agency. Requires Microsoft Server and MSSQL licensing, provided by agency. Agency to ensure proper rack hardware and space are available.

Delivery date: 02/13/2024
Sub-items 000090 to 000150 belong to this item
90 M-
25692-V4USB 1 EA 0.00
Customer Signature: ___________________________________ Date: _________________ Signature: _______________________________ __________________ Date:03/06/2024 Sales Representative: Josh Moskowitz Phone:

Email:

Genfare, LLC
800 Arthur Ave
Elk Grove Village, IL 60007
Ph: (847) 593-8855
Attachment D
Genfare Price Quotation Summary Terms & Conditions: All prices are valid for 90 days from the Document Date unless otherwise noted above.

Page 3 of 9 ends

Item Material Quantity Price Amount
MANUAL, NET MGR7-V4 O&S ON USB
Delivery date: 02/13/2024
100 B28103-0001 1 EA 0.00
SERVER, DIGI-PORT-TS4MEI (70002045)
Delivery date: 02/13/2024
110 B28103-0002 1 EA 0.00
BRACKET w/POWER CORD HOOK (760006-40)
Delivery date: 02/13/2024
120 B28103-0003 1 EA 0.00
AC POWER SUPPLY (76000735)
Delivery date: 02/13/2024
130 B28103-0004 1 EA 0.00
CABLE, DIGI SERIAL-4 FT.

Delivery date: 02/13/2024
140 1 EA 0.00

SOFTWARE, NETWORK MANAGER
Delivery date: 10/30/2023
Customer Signature: ___________________________________ Date: _________________ Signature: _______________________________ __________________ Date:03/06/2024 Sales Representative: Josh Moskowitz Phone:

Email:

Page 4 of 9 ends

Item Material Quantity Price Amount
150 1 EA 0.00
M-25692-V4ELEC, MANUAL, NETWORK MANAGER
Delivery date: 10/30/2023
160 D15112-0023R 1 EA 7,050.00 USD 7,050.00 PORTABLE DATA UNIT,-2 HI SPD PRB w/o LIC
Tax 1 EA 616.88 USD 616.88
Delivery date: 02/13/2024
170 D29142-XXXX 1 EA 19,244.00 USD 19,244.00

S/A, SIMULATOR, FAST FARE-PLACE HOLDER
Tax 1 EA 1,683.85 USD 1,683.85
Delivery date: 02/13/2024
180 TS-0173 1 EA 2,800.00 USD 2,800.00

NET MGR INSTALL (NEW)
Tax 1 EA 245.00 USD 245.00
New install of NM software (includes cost to connect 1 GDS + 5 workstation installs). If more than 1 GDS; add 4hrs for each GDS connection to NM. Add TS-0231 to this
Customer Signature: ___________________________________ Date: _________________ Signature: _______________________________ __________________ Date:03/06/2024 Sales Representative: Josh Moskowitz Phone:

Email:

Page 5 of 9 ends

Item Material Quantity Price Amount
Delivery date: 02/13/2024
190 TR-GL PFG WEB 1 EA 8,000.00 USD 8,000.00

GL-PACKAGE WEBINAR
Cost of GL Training as a package
Delivery date: 02/13/2024
200 PROGRAM MANAGEMENT 1 EA 8,000.00 USD 8,000.00

PROGRAM MANAGEMENT
Delivery date: 02/13/2024
210 TS-0420 1 EA 2,100.00 USD 2,100.00

PDU INSTALL (NEW)
Tax 1 EA 183.75 USD 183.75
Delivery date: 02/13/2024
220 ML-ELEC 1 EA 0.00
MOBILE LINK-ELECTRONC VALIDATION (Y1-Y3)
Delivery date: 03/06/2024
230 PAYMENT PROCESSING 1 EA 0.00
Customer Signature: ___________________________________ Date: _________________ Signature: _______________________________ __________________ Date:03/06/2024 Sales Representative: Josh Moskowitz Phone:

Email:

Page 6 of 9 ends

Item Material Quantity Price Amount
$0.05 AND 5.5%_FB_MT
Delivery date: 03/06/2024
----------------------------------------------------
Gross Value: 361,472.00
Total Tax: 2,729.48
Final Amount: 364,201.48
Customer Signature: ___________________________________ Date: _________________ Signature: _______________________________ __________________ Date:03/06/2024 Sales Representative: Josh Moskowitz Phone:

Email:

Genfare, LLC
800 Arthur Ave
Elk Grove Village, IL 60007
Ph: (847) 593-8855
Attachment D

GENFARE STANDARD TERMS AND CONDITIONS OF SALE

4. TRANSFER OF TITLE AND RISK OF LOSS; DELIVERY. All products willbe shipped FOB Destination. Risk of loss and title to all Products shall pass to Customer, free of encumbrances, at the time of delivery to Customer's destination.

5. CHANGES TO SPECIFICATIONS. Genfare may, without notice to Customer, make changes to the specifications of the Products which do not materially affect the quality or performance of the Products.

11. WARRANTY. All Products are covered by Genfare's Standard Warranty as described in Attachment A attached hereto and incorporated herein.

Attachment D

ATTACHMENT A- WARRANTY

1. Begins the earlier of the date of delivery of the Equipment if the equipment is not to be installed, (b) the date of installation by Genfare, or Genfare approved technician if Genfare (or a Genfare approved technician) is completing the installation, and shall end (w) six (6) months thereafter; and (z) three (3) months for items repaired during the Warranty Period or the remaining original warranty period if greater than three (3) months. iii. Spare Parts:

5. UPDATES
During the applicable Software Warranty Period, Genfare shall, at no charge, provide Customer with non-feature software updates to the version of Software installed at the Customer's location and, if the Equipment is sent to Genfare for Attachment D
Warranty repair, those revision level updates deemed necessary by Genfare. Non-feature software updates and revision level updates do not generally include additional equipment, such as hardware memory, which enables the upgrades to function in the existing Equipment of Customer. Customer may purchase this additional equipment from Genfare. Updates will be provided based on compatibility and based on Genfare's reasonable determination that a Software update will resolve an issue the Customer is experiencing. Genfare reserves the right to provide Customer with a Hotfix to resolve an issue between scheduled releases. Any firmware provided by Genfare to Customer is recommended to be tested in a user acceptance testing environment prior to deployment to Customer's production environment, Genfare's warranty does not cover issues experienced by Customer where Customer deployed firmware to Customer's production environment without first testing in the user acceptance testing environment.

8. LIMITATION ON DAMAGES
a) THE WARRANTY STATED HEREIN ARE THE CUSTOMER'S SOLE AND EXCLUSIVE WARRANTY AND SOLE AND EXCLUSIVE REMEDY FOR THE EQUIPMENT, SOFTWARE, AND/OR SERVICES. GENFARE SPECIFICALLY

Attachment D

COUNCIL AGENDA REPORT

TO: Mayor and City Council

FROM: Brett Fulgoni, Director of Public Works

DATE: March 3, 2026

SUBJECT: Adoption of a Resolution to Authorize Procurement of Transit Shelters Via CalACT/MBTA Cooperative Purchasing Agreement with Tolar Manufacturing Company, Inc.

Description:

The City Council will consider adopting a Resolution to procure transit shelters through the CalACT cooperative purchasing agreement with Tolar Manufacturing Company, Inc.

Environmental Notice: The activity is not a “Project” as defined under Section 15378 of the California Environmental Quality Act State Guidelines; therefore, pursuant to State Guidelines Section 15060(c)(3) no environmental review is required.

RECOMMENDATION:

1. Adopt a Resolution authorizing the procurement of transit shelters through the California Association for Coordinated Transportation/Morongo Basin Transit Authority cooperative purchasing agreement with Tolar Manufacturing Company, Inc.; and

2. Authorize the City Manager, or designee, to execute the assignment to purchase agreement

BACKGROUND:

Santa Maria Regional Transit (SMRT) currently requires the expansion of its passenger infrastructure to improve rider comfort and safety. To streamline procurement, SMRT utilizes the California Association for Coordinated Transportation (CalACT)/Morongo Basin Transit Authority (MBTA) Purchasing Cooperative. This consortium allows member agencies to "piggyback" on competitively bid contracts, ensuring compliance with federal and state procurement requirements while leveraging the scale of a statewide organization for better pricing.

The City has an established relationship with Tolar Manufacturing Company, Inc. through this consortium, having previously installed Tolar shelters along major corridors like Broadway.

2 DISCUSSION:

The current contract, No. 21 -01-Tolar, was recently extended via Amendment 3, which exercised the second one -year option period. This extension ensures the contract remains valid through October 4, 2026.

Sole Source Justification and Benefits:
 Standardization: SMRT currently utilizes Tolar Sunset series shelters. Procuring from the same manufacturer ensures aesthetic consistency across the City’s transit network and allows maintenance staff to utilize a standardized inventory of replacement parts (glass, seating, and roofing).
 Cost Efficiency: Amendment 3 establishes a unit price based on the original 2021 schedule plus an 18.8% Force Majeure adjustment. This pre -negotiated rate is significantly lower than the cost of a standalone solicitation for a small quantity of shelters.
 Procurement Speed: Utilizing the CalACT consortium eliminates the 4 –6 month timeline required for a formal Request for Proposals (RFP), allowing SMRT to address immediate infrastructure needs.
 Regulatory Compliance: The contract and the manufacturer meet all "Build America, Buy America" requirements, ensuring the City remains eligible for federal grant reimbursements.

Alternative(s)
Alternatively, City Council could choose for the Transit Division to conduct its own independent competitive bidding process, such as an RFP, for the bus shelters. However, this alternative is not recommended as there is 1) no reason to believe that Santa Maria alone would have better purchasing power than a statewide consortium contract and 2) there is no guarantee that the consistency in bus shelter design and function could be achieved with another vendor.

Fiscal Considerations
There are no impacts to the City’s General Fund for this project . The Transit Enterprise Fund’s operational and capital costs are solely sustained by its own sources of transit specific funding, in this case Transit Development Act Funds. The City of Santa Maria’s Procurement Manual allows City departments to leverage 3rd party contracts for procurements. To this, staff proposes to leverage the CalAct/Morongo Basin contract to achieve the best price. There was $300,000 budgeted for these shelters, and funding for this is included in the current fiscal year’s Transit Capital Fund.

3 Impact on the Community
The installation of new and upgraded transit shelters will enhance rider comfort and safety by providing weather protection and improving the overall transit experience.

ATTACHMENT(S)

A. Resolution
B. Agreement
C. Tolar Amendment 3 to Agreement
D. 2021 Pricing Schedule
E. Tolar Bus Shelter Quote

Attachment A

Page 1 of 2 ends

RESOLUTION NO.

A RESOLUTION OF THE CITY COUNCIL OF THE

CITY OF SANTA MARIA, CALIFORNIA,

AUTHORIZING THE PROCUREMENT OF TRANSIT SHELTERS

THROUGH THE CALIFORNIA ASSOCIATION FOR

COORDINATED TRANSPORTATION/MORONGO BASIN

TRANSIT AUTHORITY COOPERATIVE PURCHASING
AGREEMENT WITH TOLAR MANUFACTURING COMPANY, INC.

WHEREAS, the City of Santa Maria Regional Transit (SMRT) is a member in good standing of the California Association for Coordinated Transportation (CalACT) Purchasing Cooperative; and

WHEREAS, the Morongo Basin Transit Authority (MBTA), acting as the lead agency for the CalACT consortium, conducted a formal, competitive Request for Proposals (RFP #21-01) for the purchase of bus shelters and amenities; and

WHEREAS, Tolar Manufacturing Company, Inc. was awarded the contract (Basin Transit Contract No. 21-01-Tolar) following that competitive process; and

WHEREAS, Amendment 3 to said contract, executed on October 5, 2025, extends the period of performance through October 4, 2026; and

WHEREAS, the City of Santa Maria desires to maintain operational consistency and aesthetic standardization by procuring additional transit shelters that match existing infrastructure currently installed throughout the City; and

WHEREAS, the use of a cooperative purchasing agreement is consistent with the City’s procurement policies and ensures the City receives competitive, volume -based pricing.

NOW, THEREFORE, IT IS HEREBY RESOLVED by the City Council of the City of Santa Maria, California, as follows:

SECTION 1. Authorize the purchase orders for a minimum of three bus shelters and related accessories from Tolar Manufacturing Company, Inc.; and

SECTION 2. Authorize the City Manager, or designee, to execute the purchase agreement; and

SECTION 3. Such procurement shall be made under the terms and conditions of the CalACT/MBTA Basin Transit Contract No. 21 -01-Tolar, including the pricing and period of performance established in Amendment 3; and

Attachment A

Page 2 of 2 ends

SECTION 4. The Chief Deputy City Clerk is hereby authoriz ed to make m inor changes herein to address clerical errors, so long as substantial conformance of the intent of this document is maintained. In doing so, the Chief Deputy City Clerk shall consult with the City Manager and City Attorney concerning any changes deemed necessary.

PASSED AND ADOPTED at a regular meeting of the City Council of the City of Santa Maria, California, held this 3rd day of March 2026.

ATTEST:

Chief Deputy City Clerk

Mayor

APPROVED AS TO FORM:
_______________________________
City Attorney
APPROVED AS TO CONTENT:
_______________________________
Department Director
_______________________________
City Manager

/i255
/1/2/2/3/4/5/6/7/5/8/i255/8/10/i255/11/12/13/14/15/16/2/7/i255/1/4/13/7/7/6/7/5/8/i255 /i255
/18/19/20/i255/22/23/24/25/26/27/28/29/25/23/i255/30/31/31/27/32/25/23/33/25/27/29/i255/26/27/28/i255/22/27/27/28/34/25/29/23/33/20/34/i255/18/28/23/29/31/35/27/28/33/23/33/25/27/29/36/i255/37/30/31/31/25/38/29/27/28/39/36/i255/19/20/28/20/40/41/i255/23/31/31/25/38/29/31/i255/33/27/i255/33/19/20/i255 /22/25/33/41/i255/27/26/i255/42/23/29/33/23/i255/43/23/28/25/23/i255/18/28/23/29/31/25/33/36/i255/37/30/31/31/25/38/29/20/20/39/36/i255/33/19/28/20/20/i255/44/45/46/i255/27/35/33/25/27/29/31/i255/33/27/i255/35/47/28/32/19/23/31/20/i255/18/28/23/29/31/25/33/i255/48/47/31/i255/42/19/20/24/33/20/28/31/i255/23/29/34/i255 /28/20/24/23/33/20/34/i255/20/49/47/25/35/50/20/29/33/i255/26/28/27/50/i255/30/31/31/25/38/29/27/28/51/31/i255/22/27/29/33/28/23/32/33/i255/52/i255/53/54/55/56/54/i255/57/25/33/19/i255/33/19/20/i255/18/58/59/30/60/i255/43/23/29/47/26/23/32/33/47/28/25/29/38/i255/22/27/50/35/23/29/41/61/i255/i255 /58/29/24/41/i255/33/19/27/31/20/i255/31/19/20/24/33/20/28/31/i255/23/29/34/i255/27/35/33/25/27/29/23/24/i255/26/20/23/33/47/28/20/31/i255/50/23/41/i255/40/20/i255/35/47/28/32/19/23/31/20/34/i255/47/31/25/29/38/i255/33/19/20/i255/32/27/29/33/28/23/32/33/61/i255/42/35/20/32/25/26/25/32/23/24/24/41/36/i255/33/19/20/i255 /30/31/31/25/38/29/20/20/i255/31/19/23/24/24/i255/19/23/62/20/i255/33/19/20/i255/28/25/38/19/33/i255/33/27/i255/35/47/28/32/19/23/31/20/i255/23/31/i255/35/20/28/i255/18/27/24/23/28/i255/43/23/29/47/26/23/32/33/47/28/25/29/38/i255/49/47/27/33/20/i255/52/53/63/54/64/65/66/43/60/67/i255 /i255
/68/15/13/7/7/i255/69/70/71/i255/72/73/74/i255/75/3/4/5/16/8/12/13/7/i255/75/12/5/2/7/8/i255/76/10/5/77/1/78/79/7/13/8/3/2/3/5/4/i255/68/13/16/5/2/3/8/i255/75/15/7/80/8/7/13/2/i255 /i255
/42/47/32/19/i255/23/40/25/24/25/33/41/i255/33/27/i255/35/47/28/32/19/23/31/20/i255/32/27/50/50/20/29/32/20/34/36/i255/35/20/28/i255/33/20/28/50/31/i255/27/26/i255/22/27/29/33/28/23/32/33/36/i255/27/29/i255/81/20/40/28/47/23/28/41/i255/54/82/36/i255/53/56/53/65/36/i255/23/29/34/i255/50/23/41/i255/40/20/i255 /20/83/20/28/32/25/31/20/34/i255/23/33/i255/23/29/41/i255/33/25/50/20/i255/27/29/i255/27/28/i255/40/20/26/27/28/20/i255/32/27/29/33/28/23/32/33/i255/20/83/35/25/28/20/31/i255/27/29/i255/81/20/40/28/47/23/28/41/i255/54/84/36/i255/53/56/53/84/61/i255/85/25/33/19/i255/28/20/31/35/20/32/33/i255/33/27/i255/33/19/20/i255 /31/19/20/24/33/20/28/31/i255/23/31/31/25/38/29/20/34/36/i255/33/19/20/i255/30/31/31/25/38/29/27/28/i255/23/29/34/i255/33/19/25/31/i255/30/31/31/25/38/29/50/20/29/33/36/i255/30/31/31/25/38/29/20/20/i255/23/38/28/20/20/31/i255/33/27/i255/35/20/28/26/27/28/50/i255/23/24/24/i255/32/27/62/20/29/23/29/33/31/36/i255 /32/27/29/34/25/33/25/27/29/31/i255/23/29/34/i255/27/40/24/25/38/23/33/25/27/29/31/i255/28/20/49/47/25/28/20/34/i255/27/26/i255/30/31/31/25/38/29/27/28/i255/47/29/34/20/28/i255/31/23/25/34/i255/22/27/29/33/28/23/32/33/i255/23/29/34/i255/23/38/28/20/20/31/i255/33/27/i255/34/20/26/20/29/34/36/i255 /25/29/34/20/50/29/25/26/41/36/i255/23/29/34/i255/19/27/24/34/i255/30/31/31/25/38/29/27/28/i255/19/23/28/50/24/20/31/31/i255/26/28/27/50/i255/23/29/41/i255/24/25/23/40/25/24/25/33/41/i255/27/28/i255/27/40/24/25/38/23/33/25/27/29/i255/47/29/34/20/28/i255/31/23/25/34/i255/22/27/29/33/28/23/32/33/61/i255 /30/31/31/25/38/29/20/20/i255/26/47/28/33/19/20/28/i255/23/38/28/20/20/31/i255/33/27/i255/19/27/24/34/i255/30/31/31/25/38/29/27/28/i255/19/23/28/50/24/20/31/31/i255/26/28/27/50/i255/23/29/41/i255/34/20/26/25/32/25/20/29/32/41/i255/27/28/i255/34/20/26/20/32/33/i255/25/29/i255/33/19/20/i255/24/20/38/23/24/25/33/41/i255 /27/28/i255/20/29/26/27/28/32/20/50/20/29/33/i255/27/26/i255/33/19/20/i255/33/20/28/50/31/i255/27/26/i255/31/23/25/34/i255/22/27/29/33/28/23/32/33/i255/27/28/i255/27/35/33/25/27/29/i255/33/27/i255/35/47/28/32/19/23/31/20/i255/33/19/20/28/20/i255/47/29/34/20/28/61/i255/30/31/31/25/38/29/20/20/i255 /23/38/28/20/20/31/i255/23/29/34/i255/47/29/34/20/28/31/33/23/29/34/31/i255/33/19/23/33/i255/30/31/31/25/38/29/27/28/i255/25/31/i255/29/27/33/i255/23/32/33/25/29/38/i255/23/31/i255/23/i255/40/28/27/86/20/28/i255/27/28/i255/23/38/20/29/33/i255/25/29/i255/33/19/25/31/i255/33/28/23/29/31/23/32/33/25/27/29/i255/23/29/34/i255 /25/31/i255/29/27/33/i255/28/20/35/28/20/31/20/29/33/25/29/38/i255/42/20/24/24/20/28/i255/27/28/i255/30/31/31/25/38/29/20/20/36/i255/40/47/33/i255/28/23/33/19/20/28/i255/25/31/i255/23/32/33/25/29/38/i255/23/31/i255/23/i255/35/28/25/29/32/25/35/24/20/i255/25/29/i255/23/31/31/25/38/29/25/29/38/i255/25/33/31/i255/25/29/33/20/28/20/31/33/i255 /25/29/i255/33/19/20/i255/23/40/27/62/20/55/28/20/26/20/28/20/29/32/20/34/i255/23/31/31/25/38/29/50/20/29/33/i255/33/27/i255/35/47/28/32/19/23/31/20/i255/33/19/20/i255/31/19/20/24/33/20/28/31/i255/47/29/34/20/28/i255/33/19/20/i255/22/27/29/33/28/23/32/33/i255/33/27/i255/30/31/31/25/38/29/20/20/61/i255 /i255
/66/24/20/23/31/20/i255/40/20/i255/23/34/62/25/31/20/34/i255/33/19/23/33/i255/33/19/20/i255/23/31/31/25/38/29/50/20/29/33/i255/27/26/i255/31/23/25/34/i255/31/19/20/24/33/20/28/31/i255/34/27/20/31/i255/29/27/33/i255/32/27/29/31/33/25/33/47/33/20/i255/23/i255/28/20/32/27/50/50/20/29/34/23/33/25/27/29/i255 /27/28/i255/20/29/34/27/28/31/20/50/20/29/33/i255/27/26/i255/33/19/25/31/i255/35/28/27/34/47/32/33/i255/40/41/i255/33/19/20/i255/22/27/27/35/20/28/23/33/25/62/20/61/i255/i255/18/19/20/i255/30/31/31/25/38/29/20/20/i255/25/31/i255/28/20/31/35/27/29/31/25/40/24/20/i255/26/27/28/i255/25/33/31/i255/32/19/27/25/32/20/i255 /27/26/i255/31/19/20/24/33/20/28/31/i255/31/20/24/20/32/33/20/34/i255/23/29/34/i255/25/31/i255/28/20/31/35/27/29/31/25/40/24/20/i255/26/27/28/i255/31/19/20/24/33/20/28/i255/25/29/31/35/20/32/33/25/27/29/36/i255/23/32/32/20/35/33/23/29/32/20/36/i255/23/29/34/i255/20/29/26/27/28/32/20/50/20/29/33/i255/27/26/i255 /23/29/41/i255/32/27/29/33/28/23/32/33/i255/35/28/27/62/25/31/25/27/29/31/61/i255/i255 /30/31/31/25/38/29/20/20/i255/19/20/28/20/40/41/i255/47/29/32/27/29/34/25/33/25/27/29/23/24/24/41/i255/28/20/24/20/23/31/20/31/i255/23/29/34/i255/32/27/62/20/29/23/29/33/31/i255/29/27/33/i255/33/27/i255/31/47/20/i255/30/31/31/25/38/29/27/28/i255/47/35/27/29/i255/23/29/41/i255/32/24/23/25/50/31/36/i255 /24/25/23/40/25/24/25/33/25/20/31/36/i255/34/23/50/23/38/20/31/36/i255/27/40/24/25/38/23/33/25/27/29/31/i255/27/28/i255/87/47/34/38/50/20/29/33/31/i255/57/19/23/33/31/27/20/62/20/28/36/i255/25/29/i255/24/23/57/i255/27/28/i255/25/29/i255/20/49/47/25/33/41/36/i255/57/19/20/33/19/20/28/i255/86/29/27/57/29/i255/27/28/i255 /47/29/86/29/27/57/29/36/i255/27/28/i255/32/24/23/25/50/20/34/36/i255/57/19/25/32/19/i255/33/19/20/41/i255/27/28/i255/20/25/33/19/20/28/i255/27/26/i255/33/19/20/50/i255/19/23/62/20/i255/27/28/i255/32/24/23/25/50/i255/33/27/i255/19/23/62/20/i255/27/28/i255/57/19/25/32/19/i255/33/19/20/41/i255/27/28/i255/20/25/33/19/20/28/i255 /27/26/i255/33/19/20/50/i255/50/23/41/i255/19/23/62/20/i255/27/28/i255/32/24/23/25/50/i255/33/27/i255/19/23/62/20/i255/25/29/i255/33/19/20/i255/26/47/33/47/28/20/i255/23/38/23/25/29/31/33/i255/30/31/31/25/38/29/27/28/36/i255/57/25/33/19/i255/28/20/31/35/20/32/33/i255/33/27/i255/33/19/20/i255/31/19/20/24/33/20/28/31/i255/27/28/i255 /23/29/41/i255/28/25/38/19/33/31/i255/57/19/23/33/31/27/20/62/20/28/i255/23/31/31/25/38/29/20/34/i255/19/20/28/20/47/29/34/20/28/61/i255/i255 /i255
/i255
/i255
/88/88/88/88/88/88/88/88/88/88/88/88/88/88/88/88/88/88/i255/88/88/88/53/89/54/82/89/53/56/53/65/88/88/88/88/i255/i255 /90/47/24/25/23/i255/43/23/28/25/29/i255 /i255/i255/91/23/33/20/i255/i255 /22/30/59/30/22/18/i255
/i255
/i255
/i255
/92/93/93/94/95/96/97/98/99/93/i255/101
/i255
/i255
/1 /i255 /2 /3 /4 /5 /6 /7 /8 /9 /10 /11 /9 /i255 /12 /9 /3 /9 /13 /14 /15 /i255 /6 /16 /i255 /15 /17 /9 /i255 /18 /19 /19 /13 /11 /5/20/9/5 /15 /i255 /15 /6 /i255 /21 /22 /12 /3 /17 /2 /19 /9 /i255 /18 /11 /12 /9 /9/20/9/5 /15 /i255 /16 /6 /12 /i255 /15 /17 /9 /i255 /13 /15 /9/20/19/i255 /8 /13 /19 /15 /9 /10 /i255 /6 /5 /i255 /23 /6 /8 /2 /12 /i255 /24/2/5 /22 /16 /2 /3/15 /22 /12 /9 /12 /19 /i255 /25 /22 /6 /15 /9 /i255 /26 /27 /28 /29 /30 /31 /21/24/32/33 /i255 /i255
/i255
/34 /1 /23 /35 /i255/36/37/i255 /38 /18 /39 /23 /18 /i255/24/18/32 /1 /18 /i255 /23 /32 /18 /39 /38 /1 /23 /i255 /i255
/40 /41 /42/i255/43/43 /43 /43 /43 /43 /43 /43 /43 /43 /43 /43 /43 /43 /43 /43 /43 /43 /43 /43 /43 /43 /43 /43 /43 /43 /43 /43 /i255 /39 /2/20/9/42 /i255 /44/2/20/2/8 /13 /9 /8 /i255 /18 /5 /11 /22 /13 /2 /5 /6 /i255 /23 /13 /15 /8 /9 /42/i255/23/12 /2 /5 /19 /13 /15 /i255/24/2/5 /2 /11 /9 /12 /i255 /45 /2 /15 /9 /42/i255/i255
/i255
/i255
/i255
Brett Fulgoni
Public Works Director
03/03/2026
Attachment C
Attachment C
Amendment 3 Extension 2
Shelter Pricing Unit
Unit Price
- Base
Period Effective 10/5/2025
Delivery Charges (See SP 7.1 for Zone definitions)
Delivery
Charge -
Per
Shelter
Base Price 9' shelter 1 7595 9023 Drawings/Calcs 8734.25 1139.25 1353.43 Zone 1 (Charge per Shelter - Quantities 1 - 5) 600 713 Base Price 13' shelter 1 8650 10276 Drawings/Calcs 9947.5 1297.5 1541.43 Zone 1 (Charge per Shelter - Quantities 6 - 10) 215 255 Base Price 17' shelter 1 10125 12029 Drawings/Calcs 11643.75 1518.75 1804.28 Zone 1 (Charge per Shelter - Quantities 10+) 90 107 Base Price 21' shelter 1 11325 13454 Drawings/Calcs 13023.75 1698.75 2018.12 Zone 2 (Charge per Shelter - Quantities 1 - 5) 600 713 Total Shelter Total Zone 2 (Charge per Shelter - Quantities 6 - 10) 295 350 Zone 2 (Charge per Shelter - Quantities 10+) 175 208
OPTIONAL FEATURES Zone 3 (Charge per Shelter - Quantities 1 - 5) 1250 1485 Map Case (10076-00) 1 545 647 Zone 3 (Charge per Shelter - Quantities 6 - 10) 305 362 Advertising kiosk (flat back to back no electric) 8589-00 1 1225 1455 Zone 3 (Charge per Shelter - Quantities 10+) 195 232 Full end wall panels (per panel) 1 75 89 Zone 4 (Charge per Shelter - Quantities 1 - 5) 1350 1604 Wind Screen 1 795 944 Zone 4 (Charge per Shelter - Quantities 6 - 10) 390 463 3/8 “ clear tempered safety glass panel(in lieu of perf) 1 standard Zone 4 (Charge per Shelter - Quantities 10+) 225 267 3/8 clear framed Lexan with UV (in lieu of perf) 1 1850 2198 Zone 5 (Charge per Shelter - Quantities 1 - 5) 1600 1901 Trash Receptacle (describe) 32 gallon Perf 1 775 921 Zone 5 (Charge per Shelter - Quantities 6 - 10) 500 594 Solar Light Delete (show credit) 1 -1650 -1960 Zone 5 (Charge per Shelter - Quantities 10+) 300 356 Schedule holder (describe) 11 x 8 pole mount single face 1 198 235 Axentia 13" E Paper (1-9 units) 7500 8910 13" display, illuminated. Includes CMS access/warranty/setup/mounting brackets for shelter or pole. SIM card/cell data agency supplied Matching bike rack Inverted U Alum 14814-111 1 263 312 Axentia 13" E Paper (10+ units) 7000 8316 13" display, illuminated. Includes CMS access/warranty/setup/mounting brackets for shelter or pole. SIM card/cell data agency supplied Kit Assembly on-site 1 N/A Axentia 3 row LCD w/ enclosure (1-9 units) 7000 8316 13" display, illuminated. Includes CMS access/warranty/setup/mounting brackets for shelter or pole. SIM card/cell data agency supplied Perforated metal panels (delete/show credit) 1 -915 -1087 Axentia 3 row LCD w/ enclosure (10+ units) 6500 7722 Set up Fee (one time) 6950 8257
1 Stop mounted security lighting 20W 1 1440 1711 PV Stop +-Excludes Bus Stop Pole Wireless Text to Speech (per unit) 900 1069 2 Stop mounted security lighting 42W 1 1795 2132 PV Stop MAX-Excludes Bus Stop Pole 3 Solar monitoring (cell inc) 5 years 1 1295 1538 Includes SL-2-DC integration, monitoring and cell service 4 Solar bus information display 16' (Arrival Info) 1 7500 8910 including 5 year data plan, CMS, online trainning and support 5 Solar bus information display 24' (Arrival Info) 1 7500 8910 including 5 year data plan, CMS, online trainning and support 6 Angled Flat Roof Option 9' 42047-00 (8') 1 11900 14137 Drawings including technical information and calculations are included 7 Angled Flat Roof Option 13' 42048-00 (12') 1 13270 15765 Drawings including technical information and calculations are included 8 Angled Flat Roof Option 17' 42049-00 (16') 1 15100 17939 Drawings including technical information and calculations are included 9 Radiused Roof Option 9' 42047-00 (8') 1 12100 14375 Drawings including technical information and calculations are included 10 Radiused Roof Option 13' 42048-01 (12') 1 13570 16121 Drawings including technical information and calculations are included 11 Radiused Roof Option 17' 42049-01 ) (16') 1 15500 18414 Drawings including technical information and calculations are included 12 Deleted
14 Deleted
15 Deleted
16 Shelter Solar lighting (RMS80F) upgrade 1 290
17 PV Stop (20 watt upgrade w ECM upgrade) 1 1860
18 PV Stop (42 watt upgrade w ECM upgrade) 1 luminaire 1 2325 19 PV Stop (42 watt upgrade w ECM upgrade) 3 luminaire 1 2550 20 Push button activation for PV Stop 1 165
Mark "N/A" for unavailable options, "Standard" for Items with no additional charge Proposer to submit signed and electronic (Excel) copy
MBTA RFP 21-01 Shelter Price and Option Worksheet
Printed Name, Title: Patrick Merrick EVP
Signature:

Attachment D
Quote No:

Date:

Quote Expires: 90 Days
Sales Contact:

Phone:

Email:

Project:

Item: Qty: Unit Price: Ext. Price:
13 15,993.00$ 47,979.00 $
23 8,910.00$ 26,730.00 $
74,709.00$
2 2,139.00$
1,867.73$
CA State Sales Tax 8.75% 6,537.04 $
85,252.76$
Pricing Notes:

Standard Terms and Conditions
These Terms and Conditions are attached to and incorporated by reference into the Proposal for products or services (“Proposal”) provided by Tolar Manufacturing Company, Inc. (“we”, “our” or “us”).

4. Freight cost is an ESTIMATE ONLY. Freight is invoiced at actual cost, without mark up, at time of shipment, unless specified above.

Print Name:

Date:

PO No:

6. Processing fee of 3% of total charge amount is additional and charged on all credit card payments.

5. Client provides unloading at destination, including forklift and labor as necessary.

1. In a case of discrepency between the unit price and the extension that unit price, the unit price shall govern.

2. If requested, structural engineering calculations from CA licensed engineer are provided at no additional cost.

3. Products are shipped knock down & unassembled in bulk packaging for unloading and installation by others. Hardware boxed by unit. Installation instructions are provided.

CalACT/MBTA Procurement Fee (2.5%)
Total:

APPROVED FOR PURCHASE:

Signature:

CalACT/MBTA FIRM Freight:
258 Mariah Circle
Corona, CA 92879
(951) 808-0081
www.tolarmfg.com
[email protected]
Customer:

Gamaliel Anguiano
Transit Manager
SMRT-City of Santa Maria Transit
110 S. Pine St., Suite 221
Santa Maria, CA 93458
MBTA/CALACT 21-
01 TRANSIT
SHELTERS 10/25
Pricing
Lead Time:

Sub-Total:

CalACT/MBTA Freight Zone
24156PMR
951-547-8209
2/12/2026
24 Weeks
[email protected]
From receipt of signed written order, and all
required approvals.

Terms: Terms subject to change. Final terms to be
determined based on credit history & bonding.

Net 30 Days From Invoice
Patrick Merrick
Description:
12' Signature Sunset Non-Advertising Transit Shelter 47778-00) featuring:

Signature series extrusion, aluminum roof panels secured with gasketed pressure ribs, perforated aluminum fascia , SMART branding plaque, four support post with multi-channel extrusion, spun escutcheon shoe covers, Tolar USC RMS80F (3390010 15902-XXX) UL listed dusk to dawn solar powered LED illumination under the shelter roof, 8' perforated metal bench, no back, three seat delineators, (12104-111), 20 gallon pole mount trash receptacle with hinged and covered lid (1578-01), durable baked powder coat finish color selected RAL 9007 Grey Aluminum, zinc anchors and all installation hardware - Base $ 15,765 Delete walls (-$1,087 )and replace with aluminum tube fascia ($ 330.00 and logo plate with logo $ 315.00 logo roof panels with clear poly overlay $ 335 x 2)- unpriced options-
USC/Axcentia 13" e-paper display (illuminated) pole mount (3920200), includes CMS access, mounting brackets, universal SIM CARD - repeat configuration from order 15349

Page 1 of 2 ends

Attachment E
Quote No:

Date:

Quote Expires: 90 Days
Sales Contact:

Phone:

Email:

Project:

Item: Qty: Unit Price: Ext. Price:
258 Mariah Circle
Corona, CA 92879
(951) 808-0081
www.tolarmfg.com
[email protected]
Customer:

Gamaliel Anguiano
Transit Manager
SMRT-City of Santa Maria Transit
110 S. Pine St., Suite 221
Santa Maria, CA 93458
MBTA/CALACT 21-
01 TRANSIT
SHELTERS 10/25
Pricing
Lead Time:
24156PMR
951-547-8209
2/12/2026
24 Weeks
[email protected]
From receipt of signed written order, and all
required approvals.

Terms: Terms subject to change. Final terms to be
determined based on credit history & bonding.

Net 30 Days From Invoice
Patrick Merrick
Description:

15. Amendment: No amendments to these Terms and Conditions can be made unless submitted in writing to us and signed and accepted by our President or his designee.

11. Returns: Due to the custom nature of our products, we cannot accept returns and we cannot permit cancellations once work has commenced.

12. Manufacturer’s Warranty: Our manufacturer’s warranty is set forth in a separate document.

13. Limitation of Liability: WE ARE NOT LIABLE TO BUYER OR ANY THIRD PARTY FOR ANY SPECIAL, INCIDENTAL, INDIRECT, CONSEQUENTIAL, PUNITIVE OR EXEMPLARY

DAMAGES OF ANY KIND ARISING FROM OR RELATING TO OUR OBLIGATIONS UNDER THE PROPOSAL, INCLUDING LOST PROFITS, LOSS OR USE, LOSS OF REVENUE OR COST OF CAPITAL. EXCEPT FOR PERSONAL INJURY OR DEATH DUE TO OUR MISCONDUCT, BUYER AGREES THAT THE TOTAL DAMAGES THAT CAN BE AWARDED

IN ANY CLAIM BY BUYER RELATING TO OUR OBLIGATIONS UNDER THE PROPOSAL (WHETHER BASED IN CONTRACT, TORT OR OTHERWISE, SHALL NOT EXCEED THE TOTAL PAID BY BUYER TO US UNDER THE PROPOSAL. BUYER AGREES THAT THE ABOVE LIMITATIONS ON LIABILITY PROVISIONS SHALL REMAIN IN FULL FORCE AND EFFECT EVEN IF IT IS FOUND THAT BUYER’S EXCLUSIVE REMEDY FAILS OF ITS ESSENTIAL PURPOSE.

14. Governing Law, Jurisdiction and Venue: The Proposal shall be governed by and construed in accordance with the laws of the State of California without reference to the choice of law principles thereof. Each party irrevocably submits to the jurisdiction of the Courts of the State of California and the United States District Court for the Central District of California.

9. Delayed Shipment: If buyer delays shipment, we may invoice for products when ready for shipment and, at our option, we may charge reasonable daily storage fees.

2. Vendor Status: Tolar Manufacturing Company, Inc. is a vendor supplier of manufactured products; is not a subcontractor or contractor; and is not subject to retainage or liquidated damages for any reason.

3. Payment Terms: Payment terms for services rendered or products manufactured by us shall be determined by us based on our determination of the credit worthiness of buyer and may require a deposit at time of order. Products are invoiced as shipped.

4. Late Payment Penalty: Buyer agrees to pay a charge equal to the lesser of (i) the highest rate allowable by law or (ii) 1.5% per month (18% per annum) on the unpaid balance with respect to any late payments. In addition, buyer will pay all our costs and expenses, including actual attorney’s fees, incurred in connection with enforcing the Proposal and/or collecting any past due payments. In the event buyer fails to make any payment when due, we have the right of setoff, the right to terminate the Proposal and/or to suspend further deliveries to buyer and the right to recover damages in addition to any other remedies available to us as a matter of law. Buyer has no right to setoff.

10. International Freight: We require the services of freight forwarder for all international shipments. Buyer may select the freight forwarder, subject to our approval. All fees, taxes and additional charges, in addition to the actual freight costs, are the responsibility of buyer.

5. Cancellation: If an order is cancelled by buyer after receipt of order authorization, and cancellation fee of 10% of order value may be assessed to the buyer, in addition to an the cost of materials purchased for the order, which may be invoiced to the buyer at time of cancellation.

1. Drawings and Specifications: All drawings and specifications submitted to our clients or potential clients are proprietary in nature and remain our property. They may be viewed, printed and distributed, without alteration, as reference for sales or for the process of specifying products for use. Detailed shop and erection drawings are provided to allow for field installation or repair. Sealed and stamped engineering calculations and drawings from an engineer licensed in the state of installation, if required, can be made available for an additional charge. Customers that provide their own drawing packages will retain ownership and be covered under a separate agreement.

6. Delivery, Title and Receipt: Unless otherwise provided in the proposal, all shelters are prefabricated and shipped knock-down and in bulk format (not packaged individually) for ease of handling and fast on-site installation. Neither buyer nor consignee shall have the right to direct or re-consign the goods to any other destination without our consent. All sales of products are F.O.B. our plant. Risk of loss of the products shall transfer to buyer upon delivery of the products to the common carrier.

7. Delivery Charges: Unless otherwise provided in the Proposal, buyer shall bear all the costs of transportation, including without limitation loading, unloading, storage, and freight charge. All delivery quotes allow for an approximate 2-hour unload window for a full truck. If this window is exceeded, additional charges may apply. All price quotes given for delivery are

based on estimates obtained at the time the quote was requested. Actual freight charges may vary.

8. Delivery Dates: Any delivery date(s) or period of delivery provided for in the Proposal is approximate and does not guarantee a particular date(s) or period of delivery. Estimated lead times are provided in the quote. Under no circumstances will we be liable for delay in delivery occasioned in whole or in part, by fire, flood, explosion, casualty, riot, strike, embargo, transportation delay, breakdown, accident, act of God or the public enemy, government authority, by our inability to secure materials, fuel, supply power or shipping space or any other circumstances beyond our reasonable control.

Page 2 of 2 ends

Attachment E

COUNCIL AGENDA REPORT

TO: Mayor and City Council

FROM: Shad S. Springer, Director of Utilities

DATE: March 3, 2026

SUBJECT: Adoption of a Resolution Authorizing the Purchase of Two Emergency Power Generators

Description:

The City Council will consider adopting a Resolution authorizing the purchase of two emergency power generators from United Rentals through the Sourcewell cooperative purchasing contract.

RECOMMENDATION:

1. Adopt a Resolution authorizing the purchase of two emergency power generators from United Rentals through the Sourcewell cooperative purchase contract; and

2. Authorize the City Manager , or designee , to execute all necessary documents to complete the purchase.

BACKGROUND:

The City of Santa Maria owns and operates multiple groundwater wells that supply potable water to the community. During electrical outages, these wells must continue operating to meet water demand. Diesel-powered emergency generators provide backup power to pumps, controls, and monitoring equipmen t to support uninterrupted water production at each well site.

DISCUSSION:

Two emergency generators serving City well sites have exceeded their useful life and require replacement. One unit is currently inoperable due to an apparent lightning strike in late 2025, requiring the city to rent a standby generator at a cost of approximately $8,000 per month. Continued rental is not a cost -effective long-term solution. The other unit has serious mechanical issues with the motor reducing its reliability and long -term viability.

Staff identified appropriate replacement generators and obtained a sales quote from United Rentals (Attachment B). The quoted pricing is consistent with market expectations 2 for equipment of this nature. The generators are available throu gh United Rentals’ competitively awarded cooperative contract with Sourcewell.

Sourcewell is a government service agency that administers nationally solicited and awarded contracts available to public agencies. The City’s purchasing policy allows use of cooperative procurement when it serves the public interest and convenience. The City of San ta Maria is a Sourcewell member and has previously utilized its contracts for vehicles and major equipment purchases.

Staff obtained and reviewed Sourcewell’s request for proposals (RFP), award documentation, and executed contract with United Rentals (Attachment C), which are on file with the Utilities Department. Utilizing this cooperative contract ensures a competitively bid and transparent procurement process, significantly reduces procurement time (the lead time for the generators is currently estimated at 3-4 months), and avoids additional administrative costs associated with conducting a separate formal design and bid process.

Once this purchase is approved and the order placed for the generators, staff will complete minor site improvements at Well S ites 10 and 11 to accommodate the new trailer-mounted generators and install necessary electrical connections. This work will be completed through a combination of in-house labor and contracts, if necessary.

Approval of this purchase will ensure continuous power supply for water production during power outages.

Alternative(s)
The City Council may decline this request and direct staff to complete a formal design and bid process. This is not recommended as it will delay procurement by several months and require the city to continue renting the generator equipment at additional expense.

Fiscal Considerations
The estimated cost of the generators, including tax and delivery, is $382,017. Funds are available within the approved “Well Maintenance” account (PRJ-00000301), which has a current balance of $932,637 in the Water Enterprise Fund.

Impact on the Community
Operational emergency generators at the City well sites ensure uninterrupted power for groundwater wells to supply the community during power outages. Timely replacement of aging equipment strengthens system reliability and supports public health and safety.

ATTACHMENT(S)
A. Resolution-Emergency Generators Purchase
B. Sales Quote-Emergency Generators Purchase
C. Contract-Emergency Generators Purchase

Attachment A

Page 1 of 2 ends

RESOLUTION NO.

A RESOLUTION OF THE CITY COUNCIL

OF THE CITY OF SANTA MARIA, CALIFORNIA

AUTHORIZING THE PURCHASE OF TWO EMERGENCY

POWER GENERATORS FROM UNITED RENTALS THROUGH

THE SOURCEWELL COOPERATIVE PURCHASING CONTRACT

WHEREAS, the City of Santa Maria owns and operates multiple groundwater wells that supply potable water to the community; and

WHEREAS, during electrical outages these wells must continue operating to meet water demand; and

WHEREAS, two existing generators used to provide power for water production have exceeded their useful life and require replacement; and

WHEREAS, the ongoing cost to maintain aging unreliable equipment and renting standby generators is neither efficient nor cost effective; and

WHEREAS, the City obtained a price quote from United Rentals through a cooperative purchasing contract with Sourcewell; and

WHEREAS, the City is a Sourcewell member and has previously utilized its contracts for vehicle and equipment purchases; and

WHEREAS, the City Purchasing Guidelines allow for cooperative purchasing if the “public interest and convenience would be best served”; and

WHEREAS, the purchase of two generators utilizing the cooperative purchasing contract is the most expeditious, efficient, and cost-effective solution that best serves the public interest.

NOW, THEREFORE, IT I S HEREBY RESOLVED by the City Council of the City of Santa Maria, California, as follows:

SECTION 1. Authorize the purchase of two emergency power generators from United Rentals through the cooperative purchasing contract with Sourcewell, to be funded from the “Well Maintenance” account (PRJ-00000301) in the Water Enterprise Fund.

SECTION 2. Authorize the City Manager or his designee to execute all necessary documents to complete the purchase.

Attachment A

Page 2 of 2 ends

SECTION 3 . The Chief Deputy City Clerk is hereby authorized to make minor changes herein to address clerical errors, so long as substantial conformance of the intent of this document is maintained. In doing so, the Chief Deputy City Clerk shall consult with the City Manager and City Attorney concerning any changes deemed necessary.

PASSED AND ADOPTED at a regular meeting of the City Council of the City of Santa Maria held on the 3rd day of March 2026.

ATTEST:

Chief Deputy City Clerk

Mayor

APPROVED AS TO FORM:

_______________________________
City Attorney

APPROVED AS TO CONTENT:

_______________________________
Department Director

_______________________________
City Manager

This is not an invoice
Please do not pay from this document

SALE QUOTE

POWER & HVAC
Page: 1
Qty Equipment # Price Amount 2 2403313 CC: 240-3313 175140.00 350280.00 GENERATOR 300-349 KVA TIER 4
DELIVERY CHARGE 1000.00 Sub-total: 351280.00
Tax: 30737.00
Total: 382017.00
ONSITE CONTACT: STEVEN SAROT
CELL#: 805-310-2628

PUMP YARD
2811 SKYWAY DR
SANTA MARIA CA 93455
Office: 805-925-0951

CITY OF SANTA MARIA
206 E COOK ST

ATTN ACCOUNTS PAYABLE
SANTA MARIA CA 93454-5136
BRANCH A57
11351 COUNTY DR
STE A
VENTURA CA 93004-3559
805-749-4777
# 257429093
Job Site Job Site Job Site Job Site Job Site Job Site Job Site Job Site Job Site Job Site Job Site Job Site Job Site Job Site Job Site Job Site Customer # :

Quote Date :

UR Job Loc :

UR Job # :

Customer Job ID:

P.O. # :

Ordered By :

Written By :

Salesperson :
774153
01/08/26
2811 SKYWAY DR, SANT
128
QUOTE

STEVEN SAROT

KODY TRACY

KODY TRACY
Note: This proposal may be withdrawn if not accepted within 30 days.

WHERE PERMITTED BY LAW, UNITED RENTALS MAY IMPOSE A SURCHARGE OF 2.0% FOR CREDIT CARD PAYMENTS ON CHARGE ACCOUNTS. THIS SURCHARGE IS NOT GREATER THAN OUR MERCHANT DISCOUNT RATE FOR CREDIT CARD TRANSACTIONS AND IS SUBJECT TO SALES TAX .

THIS IS NOT A SALE AGREEMENT/INVOICE. THE ITEMS LISTED ABOVE ARE SUBJECT TO AVAILABILITY AND ACCEPTANCE OF THE TERMS AND CONDITIONS OF UNITED'S SALE AGREEMENT/INVOICE WHICH ARE AMENDED FROM TIME TO TIME AND POSTED ONLINE AT https://www.unitedrentals.com/legal/sale-agreement AND INCORPORATED HEREIN BY REFERENCE. A PAPER COPY OF THE SALE AGREEMENT/INVOICE TERMS IS AVAILABLE UPON REQUEST.

Attachment B
Sales Quote
Customer Order
Regerence PO NUMBER:

BILL TO: SHIP TO: (if different from bill to location)
Company Company
Ordered By Attn
Address Address
City City
State Zip State Zip
Phone Salesman
Fax E-mail Address
Qty. Total Price
Terms (Net 30 unless stated otherwise) **Freight Charges: $0.00 Total: $148,868.00
Requested Delivery Date (standard lead-time will apply unless noted below) Freight Method (Prepay and Add unless stated otherwise) All Shipments are FOB Location
All prices are in U.S. dollars
* Indicate third party information in comment section below X

ALL TERMS AND CONDITIONS OF SALE ON THE REVERSE SIDE OF THIS PURCHASE ORDER ARE A PART HEREOF AND ARE BINDING UPON THE PARTIES HERETO. BUYER HAS READ AND AGREES TO ALL OF THE TERMS AND CONDITIONS OF SALE ON THE REVERSE SIDE OF THIS PURCHASE ORDER. THIS PURCHASE ORDER MUST BE SIGNED AND RETURNED TO SELLER IN ORDER FOR YOUR ORDER TO BE SCHEDULED FOR PRODUCTION.

Buyers signature (Sign and Print Name)
Freight to nearest UR Branch included in price

1 Resale Quote for products delivered in 2026
1 3.3 controller with MLD paralleling system
Paralleling Harness
1 1
$0.00
$0.00

Net Price ea.
$0.00
United Rentals spec includes:

Geoff Yates
M7 GPS telematics device
Cummins QSL9-G9 engine $0.00
[email protected]
Description/Model Number
$0.00
$0.00 $0.00
$0.00$0.001
1 Tandem axle trailer with electric electric brakes and 3" pintle hitch $0.00 $0.00 RPM Quick Fit Kit
1 C275D2RE Tier 4 Final kW Rental Base Unit - 208/240/480v $148,868.00 $148,868.00 $0.00
Thank you for your Business!
1400 73rd Avenue NE, Minneapolis, MN 55432
United Rentals
DATE: 10/28/2025

Phone: 763-574-5000 Fax: 763-574-5016
Thank you for your business!
GFS/TFS (financial services requires approval prior to shipment) Other
Third party * Will Call
Collect Carrier Account #
Other
Comments
Comments
Quote is valid for 30 days within the same calendar year. ** All prices are in U.S. dollars
040924-URI

Rev. 3/2022 1

Solicitation Number: RFP #040924

CONTRACT

This Contract is between Sourcewell, 202 12th Street Northeast, P.O. Box 219, Staples, MN 56479 (Sourcewell) and United Rentals (North America), Inc., 100 First Stamford Place, Suite 700, Stamford, CT 06902 (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 Rental Equipment, Products, and Related Services 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.

EXPIRATION DATE AND EXTENSION. This Contract expires June 11, 2028, unless it is cancelled sooner pursuant to Article 22. This Contract allows up to three additional one-year extensions upon the request of Sourcewell and written agreement by Supplier. Sourcewell retains the right to consider additional extensions beyond seven years as required under exceptional circumstances.

B. 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.

DocuSign Envelope ID: D6BE1087-1CBB-4E9B-A89F-62FC2F428921 Attachment C
040924-URI

Rev. 3/2022 2

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.

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.

A. WARRANTY. The following warranties apply:

For equipment rentals by a Participating Entity, Supplier warrants that upon delivery the equipment rented hereunder will be in good working condition. If the equipment is not in good working condition upon delivery, Supplier shall promptly repair or replace the equipment at its sole cost and expense. If the equipment requires repair or replacement during the rental period, Supplier will promptly repair or replace the equipment at its sole cost and expense; provided, however, if the repair or replacement is necessary due to Participating Entity’s abuse, misuse, or neglect, then Participating Entity will be responsible for the cost of such repair or replacement. EXCEPT AS SET FORTH HEREIN SUPPLIER DISCLAIMS ALL OTHER WARRANTIES, EXPRESS OR IMPLIED, WITH RESPECT TO THE RENTAL OF EQUIPMENT.

For equipment purchases by a Participating Entity, the only warranty provided with the equipment sold herein is the warranty provided by the original equipment manufacturer (“OEM”). Supplier will pass through all warranties, to the extent allowable, that the OEM provides. If a warranty claim is approved by the OEM and the OEM authorizes Supplier to repair or replace the equipment, Supplier will do so. ALL WARRANTIES, INCLUDING ANY IMPLIED

WARRANTY OF MERCHANTABILITY OR OF FITNESS FOR A PARTICULAR PURPOSE, ARE EXPRESSLY EXCLUDED AND DISCLAIMED.

For services provided to a Participating Entity, Supplier warrants the services will be performed in a good and workmanlike manner. The duration of the warranty shall be 30 days after the service is completed. If during the 30-day warranty period the equipment requires additional service, because of defective original service or a defective replacement part(s), then Supplier will re-perform the defective service and/or replace the defective part at its sole cost and expense. If the equipment has been subject to abuse, misuse, or neglect, Supplier shall have no DocuSign Envelope ID: D6BE1087-1CBB-4E9B-A89F-62FC2F428921 040924-URI

Rev. 3/2022 3

obligation to re-perform the service or replace any part(s). The only warranty on replacement parts provided with Supplier’s service herein is the warranty provided by the original equipment manufacturer (“OEM”). Supplier will pass through all warranties, to the extent allowable, that the OEM provides. If a warranty claim on such replacement part is approved by the OEM and the OEM authorizes Supplier to repair or replace the part, Supplier will do so.

EXCEPT AS SET FORTH HEREIN SUPPLIER DISCLAIMS ALL OTHER WARRANTIES EXPRESS OR IMPLIED WITH RESPECT TO REPLACEMENT PARTS AND SERVICE OF EQUIPMENT.

B. 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.

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.

DocuSign Envelope ID: D6BE1087-1CBB-4E9B-A89F-62FC2F428921 040924-URI

Rev. 3/2022 4

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:

• Identify the applicable Sourcewell contract number;
• Clearly specify the requested change;
• Provide sufficient detail to justify the requested change; • Individually list all Equipment, Products, or Services affected by the requested change, along with the requested change (e.g., addition, deletion, price change); and • 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

DocuSign Envelope ID: D6BE1087-1CBB-4E9B-A89F-62FC2F428921 040924-URI

Rev. 3/2022 5

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 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), DocuSign Envelope ID: D6BE1087-1CBB-4E9B-A89F-62FC2F428921 040924-URI

Rev. 3/2022 6

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 or its authorized dealers, distributors, or resellers, as applicable. 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:

• Maintenance and management of this Contract;
• Timely response to all Sourcewell and Participating Entity inquiries; and • 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, performance issues, supply issues, customer issues, and any other necessary information.

8. REPORT ON CONTRACT SALES ACTIVITY AND ADMINISTRATIVE FEE PAYMENT

DocuSign Envelope ID: D6BE1087-1CBB-4E9B-A89F-62FC2F428921 040924-URI

Rev. 3/2022 7

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:

• Participating Entity Name (e.g., City of Staples Highway Department); • Participating Entity Physical Street Address;
• Participating Entity City;
• Participating Entity State/Province;
• Participating Entity Zip/Postal Code;
• Participating Entity Contact Name;
• Participating Entity Contact Email Address;
• Participating Entity Contact Telephone Number;
• Sourcewell Assigned Entity/Participating Entity Number; • Item Purchased Description;
• Item Purchased Price;
• Sourcewell Administrative Fee Applied; and
• 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.

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 DocuSign Envelope ID: D6BE1087-1CBB-4E9B-A89F-62FC2F428921 040924-URI

Rev. 3/2022 8

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 Contract 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 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.

DocuSign Envelope ID: D6BE1087-1CBB-4E9B-A89F-62FC2F428921 040924-URI

Rev. 3/2022 9

11. INDEMNITY AND HOLD HARMLESS

As applicable, Supplier agrees to 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, caused by the negligent acts or omissions of the Supplier or its agents or employees. Sourcewell’s responsibility will be governed by the State of Minnesota’s Tort Liability Act (Minnesota Statutes Chapter 466) and other applicable law. 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, 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 the trademark(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.

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 DocuSign Envelope ID: D6BE1087-1CBB-4E9B-A89F-62FC2F428921 040924-URI

Rev. 3/2022 10

breaching party has 30 days of the date of the written notice to cure the breach or the license will be terminated.

4. 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.

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.

DocuSign Envelope ID: D6BE1087-1CBB-4E9B-A89F-62FC2F428921 040924-URI

Rev. 3/2022 11

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. The Supplier 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.

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:

• Exercise any remedy provided by law or equity, or
• 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.

DocuSign Envelope ID: D6BE1087-1CBB-4E9B-A89F-62FC2F428921 040924-URI

Rev. 3/2022 12

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 liability-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 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:

DocuSign Envelope ID: D6BE1087-1CBB-4E9B-A89F-62FC2F428921 040924-URI

Rev. 3/2022 13

$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 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.

DocuSign Envelope ID: D6BE1087-1CBB-4E9B-A89F-62FC2F428921 040924-URI

Rev. 3/2022 14

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.

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 DocuSign Envelope ID: D6BE1087-1CBB-4E9B-A89F-62FC2F428921 040924-URI

Rev. 3/2022 15

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.

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.

DocuSign Envelope ID: D6BE1087-1CBB-4E9B-A89F-62FC2F428921 040924-URI

Rev. 3/2022 16

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 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).

DocuSign Envelope ID: D6BE1087-1CBB-4E9B-A89F-62FC2F428921 040924-URI

Rev. 3/2022 17

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 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 cannot 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 a 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.

DocuSign Envelope ID: D6BE1087-1CBB-4E9B-A89F-62FC2F428921 040924-URI

Rev. 3/2022 18

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.

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.

DocuSign Envelope ID: D6BE1087-1CBB-4E9B-A89F-62FC2F428921 040924-URI

Rev. 3/2022 19

Sourcewell United Rentals (North America), Inc.

By: __________________________ By: __________________________ Jeremy Schwartz Craig Schmidt
Title: Chief Procurement Officer Title: Vice President National Accounts

Date: ________________________

DocuSign Envelope ID: D6BE1087-1CBB-4E9B-A89F-62FC2F428921 6/11/2024 | 10:49 AM PDT6/11/2024 | 1:23 PM CDT

RFP 040924 - Rental Equipment, Products, and Related Services

Vendor Details
Company Name: UNITED RENTALS (NORTH AMERICA), INC.

Does your company conduct
business under any other name? If
yes, please state:

United Rentals, Inc. , United Rentals of Canada, Inc, United Rentals (North America), Inc dba Reliable Onsite Services
Address:
100 FIRST STAMFORD PLACE, SUIT
STAMFORD, CT 06902
Contact: Daniel Cunningham
Email: [email protected]
Phone: 877-874-4468
Fax: 877-735-7450
HST#: 860933835
Submission Details
Created On: Monday March 18, 2024 10:35:35
Submitted On: Tuesday April 09, 2024 11:15:38
Submitted By: Daniel Cunningham
Email: [email protected]
Transaction #: 331a9681-32c6-4a37-9427-b7117bb4742c
Submitter's IP Address: 155.190.3.50
Bid Number: RFP 040924 Vendor Name: UNITED RENTALS (NORTH AMERICA), INC.

DocuSign Envelope ID: D6BE1087-1CBB-4E9B-A89F-62FC2F428921 Specifications
Table 1: Proposer Identity & Authorized Representatives General Instructions (applies to all Tables) Sourcewell prefers a brief but thorough response to each question. Do not merely attach additional documents to your response without also providing a substantive response. Do not leave answers blank; respond “N/A” if the question does not apply to you (preferably with an explanation).

Line
Item Question Response *
1 Proposer Legal Name (one legal entity only):
(In the event of award, will execute the
resulting contract as "Supplier")
United Rentals (North America), Inc.
*
2 Identify all subsidiary entities of the Proposer
whose equipment, products, or services are
included in the Proposal.

United Rentals of Canada, Inc. is a wholly owned subsidiary of United Rentals (North America), Inc. The ultimate parent is United Rentals Inc. United Rentals, Inc. is publicly traded under the New York Stock Exchange symbol of URI. *
3 Identify all applicable assumed names or DBA
names of the Proposer or Proposer's
subsidiaries in Line 1 or Line 2 above.

Our portable sanitation business is performed under the DBA of Reliable Onsite Services. *
4 Provide your CAGE code or Unique Entity
Identifier (SAM):

Our Cage Code is 0JXS6 and SAM UEI number is QFG7EC12DQK4. * 5 Proposer Physical Address: 100 First Stamford Place Suite 700, Stamford, CT 06902 * 6 Proposer website address (or addresses): www.unitedrentals.com * 7 Proposer's Authorized Representative (name,
title, address, email address & phone) (The
representative must have authority to sign
the “Proposer’s Assurance of Compliance” on
behalf of the Proposer and, in the event of
award, will be expected to execute the
resulting contract):

Craig Schmidt
Vice President, National Accounts
100 First Stamford Place, Suite 700
Stamford, CT 06902
[email protected]
203-622-3131
*
8 Proposer's primary contact for this proposal
(name, title, address, email address & phone):

Brad Laws
Sr. Manager, Government Accounts
100 First Stamford Place, Suite 700
Stamford, CT 06902
[email protected]
504-915-6013
*
9 Proposer's other contacts for this proposal, if
any (name, title, address, email address &
phone):

Daniel Cunningham
Government Sales Specialist
Office: 877-874-4468
Fax: 877-735-7450
Email: [email protected]
Table 2: Company Information and Financial Strength
Line
Item Question Response *
10 Provide a brief history of your company,
including your company’s core values,
business philosophy, and industry longevity
related to the requested equipment, products
or services.

About United Rentals
United Rentals was founded in 1997 and quickly became the world’s largest equipment rental provider. Today, our company continues to build on its industry leadership with a best-in-class range of resources and the largest customer service network of its kind in North America.

United Rentals deploys $19.99 billion of fleet (original equipment cost) through approximately 1,524 branches, a centralized reservation service and automated online ordering. Our branches are fully integrated through technology, allowing them to collaborate on solving customer needs.

Our Mission
Our mission is to deploy the best people, equipment and solutions to enable our customers to safely build a better and stronger future. We constantly seek ways to enhance our service offering, improve the lives of our team members, give back to our communities and reduce our environmental impact through innovation and investment. Our eight core values define our relationship with society and the environment.

Our Values
Bid Number: RFP 040924 Vendor Name: UNITED RENTALS (NORTH AMERICA), INC.

DocuSign Envelope ID: D6BE1087-1CBB-4E9B-A89F-62FC2F428921 Safety First
Act, and require others to act, in a manner that puts the safety of our employees, customers and communities first.

A Passion For People
Build a diverse workplace that challenges all employees to grow professionally and embrace teamwork.

Visible Leadership
Lead by example in every business decision and action, with a sense of humility and responsibility.

Customer-Driven
Support the best interests of our customers and develop better ways for them to succeed at their jobs.

Absolute Integrity
Always do the right thing, honor commitments and ensure appropriate corporate governance.

Community-Minded
Be an outstanding corporate citizen and a good neighbor in every sense by being helpful, respectful, law-abiding and friendly.

Continuous Innovation
Contribute to a culture of innovative thinking that empowers employees to improve quality, efficiency and customer service.

Sustainability
Engage in practices that lead to positive change by encouraging social accountability and environmental responsibility.

Business Philosophy
With approximately 25,000 employees and more than 1,500 rental locations globally, we are the largest equipment rental company in the world. Our size and scale enable us to provide our customers with cutting-edge solutions and equipment, and our commitment to sustainability helps them operate jobsites safely, effectively and efficiently.

We occupy a unique position in the marketplace, between end-users and original equipment manufacturers (OEMs), and serve customers ranging from Fortune 500 companies to small businesses. Guided by our Work United® ethos, we partner with customers, communities and employees to find solutions with a shared commitment to service and safety. Our business model supports the circular economy by providing customers with rental access to one of the largest equipment and tool selections in the world. This enables customers to test new equipment or accomplish a specific task without having to purchase new, reducing the need to manufacture an estimated 400,000 pieces of equipment over United Rentals' 25 year history.

United Rentals serves its customers as a single-source solution, provided through two business segments: General Rentals and Specialty Rentals: General Rentals offers construction, industrial and homeowner equipment for rent, and related services. Specialty Rentals includes the rental of equipment and tools for underground construction, temporary power, power distribution, highway safety, climate control, fluid solutions, disaster recovery, tool management, modular offices, mobile storage and related services.

To serve specific sectors of its customer base, United Rentals has a comprehensive National Accounts program, industrial specialists and government sales specialists.

Additional customer services are provided by the company’s centralized, toll-free call centers, emergency response teams, and individuals dedicated to larger accounts, such as managed services consultants and single points of contact.

UR Worksite®
The United Rentals safety culture takes a no-compromise approach to loss prevention and safe behavior. Examples of safety initiatives include the company’s Injury and Illness Prevention Program, branch safety meetings, driver safety programs and the United Academy® training and certification management portal for customers and employees.

Total Control® is United Rentals’ proprietary, web-based rental management software, designed to help large customers reduce equipment consumption, control costs and drive efficiencies.

UR Control® is an online rental management platform that provides unlimited access to account details, giving customers the tools to track and control equipment costs and view all rented equipment, even across multiple accounts. With UR Control, users can request equipment pickups, submit electronic (ACH) payments, and access more than a dozen customer-specific reports that support bidding, budgeting and decision-making.

Tool Management is a service for capital projects, maintenance shutdowns and turnarounds, whereby an on-site mobile tool room is established to facilitate workflow and enhance accountability.

On-Site Shop Services are offered for major capital projects through a centralized, on-site maintenance and repair facility.

Sustainability is a major, ongoing focus of United Rentals as part of our commitment to corporate responsibility. Our company has implemented Sustainable Growth initiatives in the areas of facilities, fleet and logistics. We believe that these initiatives will result in the reduction of our total cost of operation and will safeguard *
Bid Number: RFP 040924 Vendor Name: UNITED RENTALS (NORTH AMERICA), INC.

DocuSign Envelope ID: D6BE1087-1CBB-4E9B-A89F-62FC2F428921 the environment, while helping our customers reduce their own carbon footprints.

Industry Longevity Strategy
For the past several years, as we continued to manage the impact of global economic conditions and
COVID-19, we executed a strategy focused on improving the profitability of our core equipment rental business through revenue growth, margin expansion and operational efficiencies. In particular, we have focused on customer segmentation, customer service differentiation, rate management, fleet management and operational efficiency.

Our general strategy focuses on profitability and return on invested capital, and, in particular, calls for:
• A consistently superior standard of service to customers, often provided through a single lead contact who can coordinate the cross-selling of the various services we offer throughout our network. We utilize a proprietary software application, Total Control®, which provides our key customers with a single in-house software application that enables them to monitor and manage all their equipment needs. Total Control® is a unique customer offering that enables us to develop strong, long-term relationships with our larger customers. Our digital capabilities, including our Total Control® platform, allow our sales teams to provide contactless end-to-end customer service;
• The further optimization of our customer mix and fleet mix, with a dual objective: to enhance our performance in serving our current customer base, and to focus on the accounts and customer types that are best suited to our strategy for profitable growth. We believe these efforts will lead to even better service of our target accounts, primarily large construction and industrial customers, as well as select local contractors. Our fleet team's analyses are aligned with these objectives to identify trends in equipment categories and define action plans that can generate improved returns;
• A continued focus on “Lean” management techniques, including kaizen processes focused on continuous improvement. We have a dedicated team responsible for reducing waste in our operational processes, with the objectives of:
condensing the cycle time associated with preparing equipment for rent; optimizing our resources for delivery and pickup of equipment; improving the effectiveness and efficiency of our repair and maintenance operations; and implementing customer service best practices;
• The continued expansion and cross-selling of adjacent specialty and services products, which enables us to provide a "one-stop" shop for our customers.

We believe that the expansion of our specialty business, as exhibited by our acquisition of General Finance Corporation (“General Finance”) in May 2021, as well as our tools and onsite services offerings, will further position United Rentals as a single source provider of total jobsite solutions through our extensive product and service resources and technology offerings; and
• The pursuit of strategic acquisitions to continue to expand our core equipment rental business, as exhibited by our recently completed acquisition of assets of Ahern Rentals, which is discussed in note 4 to the consolidated financial statements. Strategic acquisitions allow us to invest our capital to expand our business, further driving our ability to accomplish our strategic goals. 11 What are your company’s expectations in the
event of an award?
In the event of an award, United Rentals will begin instituting the included marketing plan. We have experienced success with this contract in the past by developing numerous relationships with participating entities, 12 state-level participating addendums, and helping to get hundreds of new members to join the Sourcewell cooperative. Upon award, we expect to continue these results and grow our current success with the help of the Sourcewell team. United Rentals’ expectations of Sourcewell marketing efforts to include trade shows, customer interactions, and collateral related to our contract. We would also like to work with the Sourcewell team to educate each other of our offerings and contract in order to improve customer interactions either organization will have.
*
12 Demonstrate your financial strength and
stability with meaningful data. This could
include such items as financial statements,
SEC filings, credit and bond ratings, letters
of credit, and detailed reference letters.

Upload supporting documents (as applicable)
in the document upload section of your
response.

We have uploaded our 2023 Annual Report in the supporting documents section. *
13 What is your US market share for the
solutions that you are proposing?
As a publicly traded company, we can only provide the information currently made public. United Rentals is the North American equipment leader. Our North American market share 15% based on 2023 rental revenues and ARA industry estimates. The next closest competitor’s market share is 11%.
*
14 What is your Canadian market share for the
solutions that you are proposing?
As a publicly traded company, we can only provide the information currently made public. United Rentals is the North American equipment leader. Our North American market share 15% based on 2023 rental revenues and ARA industry estimates. The next closest competitor’s market share is 11%.
*
Bid Number: RFP 040924 Vendor Name: UNITED RENTALS (NORTH AMERICA), INC.

DocuSign Envelope ID: D6BE1087-1CBB-4E9B-A89F-62FC2F428921 15 Has your business ever petitioned for
bankruptcy protection? If so, explain in detail.

No *
16 How is your organization best described: is
it a manufacturer, a distributor/dealer/reseller,
or a service provider? Answer whichever
question (either a) or b) just below) best
applies to your organization.
a) If your company is best described as
a distributor/dealer/reseller (or similar entity),
provide your written authorization to act as a
distributor/dealer/reseller for the manufacturer
of the products proposed in this RFP. If
applicable, is your dealer network
independent or company owned?
b) If your company is best described as
a manufacturer or service provider, describe
your relationship with your sales and service
force and with your dealer network in
delivering the products and services
proposed in this RFP. Are these individuals
your employees, or the employees of a third
party?
United Rentals’ is a service provider of rental equipment and related services.

Within our nine different business units, we have a large amount of vendors we purchase through. We are aligned with the largest vendors in the industry like JLG, Genie, John Deere, Atlas Copco, etc.

To serve this base, we employ customer service professionals who have firsthand knowledge of equipment capabilities and site challenges. All sales employees are direct employees of United Rentals and not through a third party. Their expertise, together with our company’s commitment to safety, are compelling competitive advantages.

United Rentals owns the equipment in our rental fleet and has the internal logistics to be able to mobilize the fleet to service larger needs as they come up. We have a two pronged approach to servicing the customer both through our boots on the ground sales force of 6400 professionals and through our customer service teams.

Our customer service team in Charlotte, NC is available 24/7/365. We also have a specialized Government Sales Support Team that are dedicated government account experts. In addition to our rental equipment, we also have in house training and servicing divisions that can work directly with the customer to meet all training and certification needs and service customer owned equipment. *
17 If applicable, provide a detailed explanation
outlining the licenses and certifications that
are both required to be held, and actually
held, by your organization (including third
parties and subcontractors that you use) in
pursuit of the business contemplated by this
RFP.

None
*
18 Provide all “Suspension or Debarment”
information that has applied to your
organization during the past ten years.

None
*
Table 3: Industry Recognition & Marketplace Success
Line
Item Question Response *
19 Describe any relevant industry awards or
recognition that your company has received
in the past five years
United Rentals is proud to be recognized by a wide range of organizations for our commitment to diversity, inclusion, veteran support and overall employee satisfaction.

Our culture is built on core foundational values and we are proud of the continued recognition for our team. The below list is some of our top awards received in 2023 and 2022. For a more robust listing over the past 5 years please view our website at https://www.unitedrentals.com/our-company/awards-recognition. · 2023 G.I. JOBS Military Friendly Brand
· 2023 G.I. JOBS Military Friendly Employers (Ranked Gold 14th consecutive year)
· 2023 G.I. JOBS Military Friendly Supplier Diversity Program (5th consecutive year)
· 2023 G.I. JOBS Military Spouse Friendly Employers (8th consecutive year) · 2023 Newsweek America’s Most Responsible Companies (2nd consecutive year)
· 2023 Newsweek America’s Most Trusted Companies (Ranked 1 in our industry 3rd consecutive year)
· 2023 Forbes The Best Employers for Women
· 2023 Glassdoor 100 Best Places to Work (based on employee feedback) · 2023 Vets Indexes Employer Awards: 5 Stars
· 2022 Military Times Best for Vets (9th consecutive year) · 2022 Forbes America's Best Large-sized Employers · 2022 Forbes Global 2000
· 2022 Forbes World's Best Employers
· 2022 US Veteran Magazine Top Veteran Friendly Companies · 2022 US Department Of Labor HIRE Vets Medallion Program · 2022 ABC National Inclusion, Diversity and Equity Excellence Awards (12th consecutive year)
· 2022 Diversity Journal Innovations in Diversity Award *
20 What percentage of your sales are to the
governmental sector in the past three years
United Rentals’ customer base is a diverse mix of construction and industrial companies, utilities, municipalities, government agencies and others. Most of our customers align with two categories: approximately 47% are non-residential construction, and 48% are non-construction, such as industrial. About 5% are homeowners, municipalities and other types.
*
Bid Number: RFP 040924 Vendor Name: UNITED RENTALS (NORTH AMERICA), INC.

DocuSign Envelope ID: D6BE1087-1CBB-4E9B-A89F-62FC2F428921 21 What percentage of your sales are to the
education sector in the past three years
We do not track this. *
22 List any state, provincial, or cooperative
purchasing contracts that you hold. What is
the annual sales volume for each of these
contracts over the past three years?
United Rentals’ level of experience with national cooperative and state / local contracts is in-depth. Last year our Government Sales and Service Center downloaded thousands of solicitations, evaluated our ability to fulfill requirements and responded to more than 3,200 bids / solicitations worth over $265M. Our Government team members have decades of government and industry experience.

This is the level of expertise required to keep a large sales force educated and compliant. United Rentals has four national cooperative contracts: SOURCEWELL, NASPO Value Point, HGAC, E&I and HCDE Choice Partners.

Sourcewell: United Rentals is the current contract holder for Contract 091615-URI and has held the contract since November 2010.
• Sourcewell Annual Sales Volume 2021: ~$ 50.4 million • Sourcewell Annual Sales Volume 2022: ~$72.1 million • Sourcewell Annual Sales Volume 2023: ~$87.6 million HGAC: United Rentals is a contract holder for HGAC RFP RN11-19 Supply of Rentals – Equipment & Portable Facilities and has held the contract since Oct 2009.
• HGAC Annual Sales Volume 2021: ~$3.5 million
• HGAC Annual Sales Volume 2022:~$3.5 million
• HGAC Annual Sales Volume 2023: ~$5.3 million E&I: United Rentals is a contract holder for E&I Contract CNR01438 and has held the contract since August 2017. The E&I cooperative only services educational institutions and does not allow for participation from states or municipalities. • E&I Annual Sales Volume 2021: ~$9 million
• E&I Annual Sales Volume 2022~ $10.5 million
• E&I Annual Sales Volume 2023: ~$12.5 million HCDE/Choice Partners: United Rentals is the contract holder for HCDE RFP 18- 072KC-06 Vocational Products and Services and has held the contract since Dec 2013. This contract was initially for sale of new and used equipment. A contract modification was awarded in 2014 for equipment rentals. • Choice Partners Annual Sales Volume 2021: ~$ 2.7 million • Choice Partners Annual Sales Volume 2022: ~$3.3 million • Choice Partners Annual Sales Volume 2023:~$3.9 million NASPO Value PointAnnual Sales Volume Awarded in 2021. Master Agreement # 41156. Rental of Equipment & Equipment Safety Training Awarded in March of 2021.
• NASPO Value Point Annual Sales Volume 2021:- $5.1 Million NASPO Value Point Annual Sales Volume 2022: ~$9.6 million • NASPO Value Point Partners Annual Sales Volume 2023:~$10.4 million In addition to signing up hundreds of municipalities for membership, United Rentals has 12 states under contract with participating addendums and state level agreements (including DOT) in a total of 38 states. None of our other contracts prohibit United Rentals from fully participating with this agreement. *
23 List any GSA contracts or Standing Offers
and Supply Arrangements (SOSA) that you
hold. What is the annual sales volume for
each of these contracts over the past three
years?
United Rentals currently holds a GSA schedule and has since August 2005. United Rentals was the first national servicing rental company on the GSA schedule and has two SINs: 332510S-Tool & Supply sales, walk-in, walk-out, 532310-Short-Term Rental, and Order-Level Materials (OLM).
*
Table 4: References/Testimonials
Line Item 24 . Supply reference information from three customers who are eligible to be Sourcewell participating entities.

Entity Name * Contact Name * Phone Number *
Volusia County Tabatha Freedman, MBA,CPPO, CPPB, NIGP-CPP, Sr.

Procurement Analyst
(386) 822-5702
[email protected] *
City of Seattle Krista Diaz, Deputy Division Director/Purchasing Manager
(206) 684-0456
[email protected] *
State of Mississippi Yolanda Thurman
Director, Marketing, Travel and Card Programs
Office of Purchasing, Travel and Fleet Management
(601-359-3409
[email protected] *
Bid Number: RFP 040924 Vendor Name: UNITED RENTALS (NORTH AMERICA), INC.

DocuSign Envelope ID: D6BE1087-1CBB-4E9B-A89F-62FC2F428921 Table 5: Top Five Government or Education Customers
Line Item 25. Provide a list of your top five government, education, or non-profit customers (entity name is optional), including entity type, the state or province the entity is located in, scope of the project(s), size of transaction(s), and dollar volumes from the past three years.

Entity Name Entity Type * State /
Province * Scope of Work * Size of Transactions * Dollar Volume Past Three Years *
Confidential Government Louisiana - LA Repair/Replace, Temporary Rental Equipment
$1.3 million + $17.5 million *
Confidential Government California - CA Temporary Rental Equipment $275,000 $14.2 million * Confidential Government New York - NY Temporary Rental Equipment $205,000 $11.8 million * Confidential Government Texas - TX Temporary Rental Equipment $190,000 $10.6 million * Confidential Government District of
Columbia - DC
Temporary Rental Equipment $485,000 $8.4 million *
Table 6: Ability to Sell and Deliver Service
Describe your company’s capability to meet the needs of Sourcewell participating entities across the US and Canada, as applicable.

Your response should address in detail at least the following areas: locations of your network of sales and service providers, the number of workers (full-time equivalents) involved in each sector, whether these workers are your direct employees (or employees of a third party), and any overlap between the sales and service functions.

Line
Item Question Response *
26 Sales force. With the largest sales force in the industry, United Rentals is well poised to support the Sourcewell participating entities across the US and Canada. We approach servicing a large national account like Sourcewell through a multi-layered team approach. Brad Laws is the Government Accounts Senior Manager and is responsible for the success of the Sourcewell program at United Rentals. He is the quarterback of the US state and local government team and works in tandem with Mark Dunlop as the lead for the Canadian entities. Under Brad are six regional Government Accounts Managers that will work with the field sales team of 6,400 industry experts. Additionally, there are a team of state level Strategic Account Managers as your Single Point of Contact, Daniel Cunningham. This robust sales team is supported by branch operations and field personnel across an extensive network of approximately 1,465 North American branch locations to effectively implement, manage and service an industrial client of Sourcewell’s scope.

Implementing and rolling out a national contract with Sourcewell requires a concerted effort from many levels of United Rentals' organization beyond the government accounts group. Strategic Account Managers (SAM), Outside & Inside Sales Representatives (OSR & ISR), Branch & Service Managers, Delivery Drivers and Field Service Technicians will continue to maintain current relationships while implementing a new contract in areas where we are already doing business. These levels will be heavily engaged in areas where we do not currently have relationships with Sourcewell’s members for contract implementation and service. Current partnerships will be built upon and modeled after.
*
27 Dealer network or other distribution
methods.

Sourcewell benefits from United Rentals owning all of our fleet. The following operating efficiencies help distribute our equipment to your members quickly:

Equipment Sharing Among Branches. Each branch within a region can access equipment located elsewhere in the region. This fleet sharing increases equipment utilization because equipment that is idle at one branch can be marketed and rented through other branches. Additionally, fleet sharing allows us to be more disciplined with our capital spend. Our fleet sharing policy increases equipment availability and the likelihood United Rentals will have the right equipment at the right time for your project. Should the nearest branch not have the equipment needed, United Rentals has a vast network of branches nearby allowing for flexibility in transferring of fleet to meet the needs of Sourcewell.

Customer Care Center: We have a Customer Care Center (“CCC”) located in Charlotte, North Carolina that handles all telephone calls 24/7/365 to our customer service telephone line, 1-800-UR-RENTS. The CCC handles many of the 1-800-UR- RENTS telephone calls without having to route them to individual branches, and allows us to provide a more uniform quality experience to customers, manage fleet sharing more effectively and free up branch employee time. *
Bid Number: RFP 040924 Vendor Name: UNITED RENTALS (NORTH AMERICA), INC.

DocuSign Envelope ID: D6BE1087-1CBB-4E9B-A89F-62FC2F428921 28 Service force. Our branches across the US and Canada are wholly owned by United Rentals and never franchised. They are staffed with a knowledgeable team of Branch Managers, Sales Reps, Dispatchers, Service Technicians, and Drivers to fulfill Sourcewell’s equipment and service needs. Our in-house government experts provide the knowledge and support to help our field service teams execute on any government customer requests. Backing them up is the company’s extensive customer service team that is available for customer request 24/7/365.

Government Experts: We have a team of government experts to support and grow our government business. Our Director of Government accounts leads the group of Regional Government Account Managers, state level Government Strategic Account Managers, National Government Sales Support Specialists, and National Government Contract Analysts.

Government Sales & Support Center. Government business is unique with separate guidelines and compliance requirements. We understand that at United Rentals. For this reason, we provide our government customers a dedicated support team and 800 line. This team provides the Sourcewell participating members with a direct team that understands the Sourcewell contract and membership enrollment process.

Branch Managers: United Rentals’ has numerous branch managers to oversee operations at each of our local branches, such as bookings, dispatches and requests for on-site assistance. They can collaborate with other branches in our network, and with our centralized customer service facilities, to ensure fleet availability for Sourcewell. They are also able to train our local personnel so that we service your account in a way that supports Sourcewell’s existing and future operations.

Maintenance/Service Technicians: United Rentals’ has approximately 10,200 technicians company-wide that are factory-trained and participate in periodic preventive maintenance refresher courses and manufacturer training. They inspect and service each piece of rental equipment to ensure its safety and operating condition before returning it to the rental-ready fleet.

Dispatchers: Our dispatch team coordinates all deliveries and pick-ups for the branch, prioritizing scheduled time of need and rental-ready fleet. They utilize our FAST Dispatch technology to schedule our fleet of drivers. This system allows operations personnel to assign deliveries and route trucks most efficiently, as well as track on- time performance. Delivery Vehicles are equipped with GPS technology tied to the FAST dispatch system; drivers are required to input when deliveries are made (in order to track on-time delivery) and acknowledge changes in routing from ops personnel.

Drivers: United Rentals’ has approximately 4,300 drivers company-wide that are regulated by US DOT and all safety training requirements. They inspect every truckload for safety requirements before leaving the branch or customer site. Through our FAST technology, they are able to communicate delivery time updates in real-time for our customers and dispatch team.
*
29 Describe the ordering process. If orders
will be handled by distributors, dealers or
others, explain the respective roles of the
Proposer and others.

Our Government Sales and Service Center (GSSC) will process all orders. Providing a centralized location for all orders, allows consistency and a stronger account knowledge to support the decentralized system of orders submitted by the many end users. Additionally, the end users will have full account visibility through our UR Control System.

Customers are able to use the GSSC team to submit orders through phone or email. Our system can be set up to require POs as well through customer request.

All participating entities’ accounts will be set up with Sourcewell pricing so each rental will be at the not to exceed rates regardless if the customer or internal order taker remembers to mention the contract. Customers can also go through their local sales representative or branch to place orders.

The more time people and departments spend using Total Control®, the more ways they find that it helps their company be better at managing rentals. Before, during, and after the rental process, Total Control gives users access to the types of information used to make the best business decisions. Renting only what you need, when you need it helps you reduce rental costs by optimizing the amount, length, and utilization of equipment on rent.

Full visibility of rental activities across your organization View overdue and upcoming return dates
Extend rentals or request pick-up
Add and update PO numbers
GPS data
Comprehensive account management
Real-time invoice and payment history
Download summary and detail billing data
Invoice availability & support
Customized flexible reporting
Report live or historical rental information on nearly any subject (equipment on rent, rental history, hundreds of more report styles)
We have a team of contract compliance specialists that monitor the accounts linked to the Sourcewell contract to provide the Sourcewell members the current negotiated rates and terms. This team is managed by Sonia Gregory. They work within our reporting system to provide quarterly reports to Sourcewell and will work to process all administrative fees owed.
*
Bid Number: RFP 040924 Vendor Name: UNITED RENTALS (NORTH AMERICA), INC.

DocuSign Envelope ID: D6BE1087-1CBB-4E9B-A89F-62FC2F428921 30 Describe in detail the process and
procedure of your customer service
program, if applicable. Include your
response-time capabilities and
commitments, as well as any incentives
that help your providers meet your stated
service goals or promises.

Customers are given information to reach any of our sales reps, Government Team, or customer service center to place an order or answer any questions. United Rentals tracks our service levels through our Quarterly Scorecard reported to Sourcewell. United Rentals is offering Sourcewell, a quarterly SLA (Service Level Agreement) for the Sourcewell facilities, which will be reported quarterly, and reviewed on a regular basis with Sourcewell management. This SLA reporting will help with improving service levels, availability, and reliability of equipment. This will help with the on-going continuous improvement program.

On-Time Delivery Goal
• On-time deliveries to the designated location at the promised delivery time.

Fulfillment Goals
• 100% of orders fulfilled in accordance with issued purchase order requirements. This is fleet that is 100% of orders that are fulfilled by United Rentals.

Quality Expectation at Delivery Goals
• 100% of orders delivered without defects at time of delivery.

Quality Expectations during Rental Period Goals
• 90% of orders/rental periods without a defect.

Repair Replacement Response time Goals
• 100% of service responses within a 2 hour window for repair/replacement solutions when equipment fails.

Repairs: On-time service Goals
• 100% of equipment repairs/replacements within 4 hours of promised time.

Repair failures: 2 day window Goals
• Target 0% of repair occurrences requiring additional service.

Billing Accuracy Goals
• 100% of invoiced billed correctly without requiring a credit because the billing was not charged correctly.

Diversity & Sustainability Reviews Goals
• Quarterly reporting of diversity spend % for all locations • Sustainability efforts by key categories
Quality Supplier Performance Reviews Goals
• Schedule and complete quarterly scorecards and review throughout the term of the agreement for performance measuring, tracking & reporting.

Identify required action items to correct issues and project portfolio for ongoing continuous improvement opportunities.

Escalation Goals
• Number of occurrences by segment & location where issues are not resolved at the local branch level and are escalated to the National Account Manager/VP Sales.
*
31 Describe your ability and willingness to
provide your products and services to
Sourcewell participating entities in the
United States.

Sourcewell’s participating entities will have access to a network of approximately 1,465 rental locations in North America. United Rentals maintains a robust fleet and has the proven experience to mobilize this fleet to service the needs of our customer. We have held the Sourcewell contract for the last 10 years and have a proven track record of servicing Sourcewell and its participating entities through our vast sales and service network led by our dedicated government team.

Our GSSC team provides a single point of contact to all Sourcewell participating entities offering support and guidance to our products and services available through our contract. Additionally, this team also furnishes eligible entities with the hyperlink and instructions on how to become a member of Sourcewell in order to capitalize on these programs offered to them.

Over the past 2 years, we have added another layer to the resources of our government customers. Our Business Development Representatives located in Charlotte, NC reach out to our government customers to educate them on the offering they have through their Sourcewell membership to support their equipment needs.
*
32 Describe your ability and willingness to
provide your products and services to
Sourcewell participating entities in Canada.

Sourcewell’s participating entities will have access to a network of approximately 148 rental locations in Canada. Our current contract includes a Canadian pricing structure, and we look forward to working with Sourcewell to grow the customer base and recognition throughout Canada. On our Government Team we have several members led by Mark Dunlop that are dedicated to servicing the Canadian government and municipal accounts.
*
33 Identify any geographic areas of the United
States or Canada that you will NOT be
fully serving through the proposed contract.

The only two geographic areas we are unable to service are Hawaii and the Northwest Territories in Canada. United Rentals’ is exploring the opportunity to expand into Hawaii.
*
34 Identify any Sourcewell participating entity
sectors (i.e., government, education, not-for-
profit) that you will NOT be fully serving
through the proposed contract. Explain in
detail. For example, does your company
have only a regional presence, or do other
cooperative purchasing contracts limit your
ability to promote another contract?
We are able to continue to service all participating entities as we have for nearly 15 years.
*
Bid Number: RFP 040924 Vendor Name: UNITED RENTALS (NORTH AMERICA), INC.

DocuSign Envelope ID: D6BE1087-1CBB-4E9B-A89F-62FC2F428921 35 Define any specific contract requirements
or restrictions that would apply to our
participating entities in Hawaii and Alaska
and in US Territories.

With over 1,465 branches throughout North America, United Rentals currently services all of the US except Hawaii with limited access in certain markets. We are exploring the opportunity to expand into Hawaii. *
Table 7: Marketing Plan
Line
Item Question Response *
36 Describe your marketing strategy for
promoting this contract opportunity.

Upload representative samples of your
marketing materials (if applicable) in
the document upload section of your
response.

Over the past 10 years, we have helped grow our Sourcewell contract over 450%. Our dedication to promoting this contract opportunity has resulted in $87.6 million in revenues for 2023; up from $15.8 million in 2014. Our team of government experts are strategically positioned across the US and Canada to market and grow this contract opportunity with the participating Sourcewell entities and our branches. We routinely introduce eligible entities to the Sourcewell program as well. United Rentals takes a three pronged approach to our marketing and sales plans: internal training, external sales and education, and customer faced marketing. You will find a comprehensive marketing plan and marketing material samples attached in the documents section.

United Rentals is now also part of the NIGP Business Council. We are proudly working with government procurement experts and board members to continue the great work of the NIGP Business Council. We are actively partnering with this board to further the procurement activities within the equipment rental space as the solely industry representative on this business council. For more information, on the Business Council please utilize the following link https://www.nigp.org/suppliers/business-council. *
37 Describe your use of technology and
digital data (e.g., social media,
metadata usage) to enhance
marketing effectiveness.

We engage with customers through an omni-channel digital marketing strategy, allowing customers to interact with us through a variety of different platforms including our website, local Google listings, our mobile application and our social media tools. We use data to help personalize journeys for our customers, ensuring we are compliant along the way.

This in conjunction with our proprietary digital management tools that provides a comprehensive digital experience for our customers.
*
38 In your view, what is Sourcewell’s role
in promoting contracts arising out of
this RFP? How will you integrate a
Sourcewell-awarded contract into your
sales process?
We believe promoting the contract is a collaborative process that both Sourcewell and United Rentals are responsible for. We will continue to work together as we have over the past 10 years to promote our contract. This process has helped it grow over 450% since 2014. We plan to work with Sourcewell to make sure both organizations can articulate and promote the value proposition of the other. We collectively succeed most when we identify and promote each other's services to the participating entities. Sourcewell has a great reputation of promoting their contracts through their websites, tradeshows, marketing collateral, newsletters, and more. United Rentals has a proven track record of selling a Sourcewell contract that includes our sales process that is laid out in the provided marketing plan.
*
39 Are your products or services
available through an e-procurement
ordering process? If so, describe your
e-procurement system and how
governmental and educational
customers have used it.

We understand that government entities have their internal purchasing systems for processing purchase orders, placing orders, and approving payment for the services. To simplify the ordering process for our government accounts we work collaboratively with them to create punch-out catalogs specific to each Participating Entities’ equipment needs within their internal purchasing systems. This provides them with the flexibility of working within one system.

We also recognize that not all participating entities utilize an internal punch-out and purchasing system for ordering. For these customers that prefer the ease of e-procurement via our systems, we offer our proprietary system Total Control.

Total Control is more than just an e-procurement ordering process though. This is why our government customers also utilize it in combination with their internal purchasing systems to better manage their equipment - rented and owned. This is a cloud-based worksite management solution that helps customers make the most of their equipment fleet. This comprehensive, integrated suite of tools and services makes it easy to streamline their processes and cut their annual rental costs by up to a third. In addition to placing their equipment order, they can off-rent the equipment, access the location and use of rented equipment, set role-based alerts, PO tracking, auto-invoicing and more. Utilization tracking and telematics can also help them reduce the time machines sit idle, saving them money.

Lastly, all orders can also be placed through our Government Sales and Service Center or locally through any of our branches. The GSSC team is available to take in orders through a single source email, phone, fax, or online. The service center will have all of the contract details for each of the various co-op partners’ accounts. *
Table 8: Value-Added Attributes
Line
Item Question Response *
Bid Number: RFP 040924 Vendor Name: UNITED RENTALS (NORTH AMERICA), INC.

DocuSign Envelope ID: D6BE1087-1CBB-4E9B-A89F-62FC2F428921 40 Describe any training programs
related to this proposal such as
OSHA training, safety training,
specialty training like earth
moving, hand tool safety, electrical
safety, or other related
certifications. Define if the training
is offered in-person or virtually.

Include details, such as whether
training is standard or optional,
who provides training, and any
costs that apply.

The technology and pace that business operates at is accelerating quickly. Yet, the way safety training is performed and tracked is quite stagnate. United Rentals invested in building the United Academy platform to replace primitive safety training and record keeping methods and to make sure that safety programs could match the pace of the projects they support. Often times, when you discover that a worker or a crew is untrained, the time involved in taking action strains a project timeline. United Academy leverages technology to avoid training related lost time, and respond quickly when you must. Quality training when you need it.

Training is led by a team of certified trainers with years of experience in educating and protecting commercial, industrial and municipal workers and sites. Equipment familiarization and proper training are two very different concepts. Equipment familiarization is provided at no cost upon delivery of each piece of equipment. Proper certified training is per person cost through United Academy. We are providing all Participating Entities discounted United Academy Training. We can also help you determine when each is needed. Learner comprehension and learning preferences have evolved. United Academy gives you options:
classroom instruction and blended learning. Schedule classroom training and certification or access blended e-learning 24/7. Ease of tracking training and certifications. Easy, real-time tracking and verification of training and certifications anytime, anywhere.

Skilled Trainers
Safety training is not new to United Rentals. Over the years we have built one of the largest and most professional training teams in the industry with over dedicated, full time safety trainers supporting United Academy across the USA and Canada. In addition, we have hundreds of certified trainers and evaluators located in many of our 1,465 branches.

Our full-time trainers have years of experience educating workers on safety and many have been working in our industry for years in various capacities.

Professional Courses In-Person & Online
Top-notch training from an industry leader
Courses developed by a team of subject matter experts
Meets or exceeds OSHA, ANSI and OH&S training requirements Meets legal regulations for training, theory, practical, and hands on evaluation Instructor-led training by Certified Professional Trainers or interactive cinematic online component
Over 300 courses to choose from
Training valid in all 50 states and Canada
Courses available in English, French and Spanish
Record Management Made Easy
Training documentation stored on United Academy platform Ability to upload training records taken outside of United Academy Email notifications sent when certification is up for renewal Certificates and temporary cards available to print immediately after training completion Work efficiently with compliance tools, team views and various reporting dashboards Managers can view all records, assign courses and upload external certificates for their employees
Accessible Where You Are
Classes and account records accessible 24/7
Verify training records out in the field by simply scanning the United Academy wallet card or hardhat sticker
Access via website or United Academy mobile app
Online Training Profile
Sourcewell can save time and money by storing and maintaining training and certifications in United Academy. Records for each course taken through the Academy are stored in our online database and a training profile is created for every account holder. Users can also store additional records for training taken outside of United Academy so that they can build a comprehensive training transcript. Company administrators can set which email addresses receive alerts.

Wallet Card
Replace several tattered and work paper training cards with United Academy's single, universal wallet card and free United Academy App, Sourcewell can access their employee's Training Profile anywhere and anytime. All you have to do is key in the personal identification codes into a computer or scan the QR code on the card with a smartphone or tablet for instant access. Our wallet card is secure and credit card quality so it won’t tear or become damaged by the elements. Wallet cards are sent to United Academy account holders after completing their first Academy course. *
Bid Number: RFP 040924 Vendor Name: UNITED RENTALS (NORTH AMERICA), INC.

DocuSign Envelope ID: D6BE1087-1CBB-4E9B-A89F-62FC2F428921 41 Describe any technological
advances that your proposed
products or services offer.

We’ve engineered worksite performance solutions that help our customers make better, smarter, safer decisions. And we’re just getting started.

Total Control & Mobile App
Keeping tabs on dozens or hundreds of pieces of rental equipment on a jobsite, including what’s in use, what needs to be returned and what’s awaiting delivery or pickup, is a big job. Doing it well can lead to significant cost savings and increased worker productivity.

Digital technology such as the cloud-based equipment management solution Total Control® gives our customers a huge leg up. But when you’re out in the field, you want to be able to work from the phone in your pocket or the tablet in your bag, not the computer back in the office or trailer.

The United Rentals Mobile App was designed for exactly that. It puts all your equipment data at your fingertips and enables a host of easy-click actions that help you do more in less time when you’re out and about.

RFID Badges
On construction projects, site access management and equipment access management are both critical to safety, security and productivity. Digital tools from United Rentals now enable customers to manage equipment access using the same RFID badges they issue to workers for site access.

With the Next-Generation Access Management Solution, PINs aren’t necessary. Rather than entering a code on a keypad ignition lock, a worker can tap their RFID-enabled ID badge on the lock’s card reader to unlock a piece of equipment they are authorized to operate.

On large projects, leveraging RFID badges for equipment access eliminates the need to assign PINs to hundreds or thousands of workers, reducing administrative overhead. In addition to keeping unauthorized workers off equipment, it provides accurate real-time and historical insights into equipment usage.dges
Smart Turnstiles
At high-traffic job sites where employees, contractors and visitors come and go throughout the day, managing entry can be challenging, yet it’s critical to ensuring the safety and security of employees and other personnel. Controlling site access is also essential to protecting the public from potential hazards and guarding against theft and vandalism. Smart Turnstiles are the modern-day answer to access management through the utilization of a variety of innovative technology offerings.

With the swipe and/or tap of a badge, key fob or other credential, smart turnstiles ensure that only people with proper authorization can pass through the entry gate. Compared with sign-in sheets, which can be bypassed even when a security guard is present, smart turnstiles are effective and efficient. Just as important, they provide real-time entry and exit data that can be quickly accessed and searched in the event of an emergency.

Wedge
WEDGE is a remote monitoring system customized to fit your site. It monitors measurements such as temperature and humidity. Sensors installed on-site feed live data to the WEDGE Dashboard. Access real-time and historical data at your fingertips and if any pre-set thresholds are exceeded, you will be notified immediately.

Please see our Value Added document in the attachments for more details. *
42 Describe any “green” initiatives
that relate to your company or to
your products or services, and
include a list of the certifying
agency for each.

Environmental sustainability is central to United Rentals’ growth strategy. We measure and manage our greenhouse gas emissions — and help customers do the same — in order to become a more resilient company and to continue delivering value to all our stakeholders.

As a business based in the sharing economy, our services inherently provide an environmental benefit which we continuously build on by increasing our operational efficiency and growing our low-emission product portfolio.

We are advancing our social and environmental responsibilities through eight Corporate Responsibility goals. Each goal was set using a rigorous analysis that considered our operations, workforce and available technology, as well as the potential advancements that will become available during the relevant time period. While these goals are challenging, we believe they are achievable through our continued dedication to progress and innovation.

In addition to our goals, we have three thematic commitments to drive progress toward reducing our climate impact:

Engaging with original equipment manufacturers and customers on low- and zero-emissions equipment opportunities.

Exploring ways to acquire more efficient and alternatively-fueled vehicles for our sales, service and delivery fleet, which are the largest contributors to our Scope 1 emissions.

Helping our customers track and measure greenhouse gas emissions from our rental offerings.

Our company has implemented Sustainable Growth initiatives in the areas of facilities, fleet and logistics. Please see our Corporate Responsibility Report in the document attachments for more information on these initiatives and achievements. We believe that these initiatives will result in the reduction of our total cost of operation and will safeguard the environment, while helping our customers reduce their own carbon footprints. *
Bid Number: RFP 040924 Vendor Name: UNITED RENTALS (NORTH AMERICA), INC.

DocuSign Envelope ID: D6BE1087-1CBB-4E9B-A89F-62FC2F428921 43 Identify any third-party issued eco-
labels, ratings or certifications that
your company has received for
the equipment or products
included in your Proposal related
to energy efficiency or
conservation, life-cycle design
(cradle-to-cradle), or other
green/sustainability factors.

It’s long been believed that renting equipment, in lieu of purchasing new, brings environmental benefits. In 2022, we validated this belief by partnering with a third-party consultant to analyze our rental business model and quantify the potential environmental benefit it brings. The results revealed that our business promotes environmental sustainability in two key ways:

1. Reducing Total Equipment Needs

2. Reducing Emissions Intensity of Equipment
Sustainability is also the top of mind for many in the government, industrial and construction industry. As customers look to reduce their carbon footprint and meet their sustainability objectives and those of project owners, construction equipment emissions are one area of focus.

Buying or renting electric construction equipment is increasingly an option, but fully electric fleets are a thing of the future. In the meantime, when it comes to reducing the emissions of diesel-powered equipment, the familiar adage applies: You can’t manage what you can’t measure.

Until now, companies have had very limited access to information about the environmental impacts of their rental fleet. A recently launched emissions tracking feature in Total Control®, the United Rentals cloud-based worksite management solution, offers new visibility that can help inform decision-making around fleeting and fleet utilization.

The feature enables customers to monitor the estimated greenhouse gas (GHG) emissions from their telematics-enabled rental equipment as well as source pollutants such as particulate matter, nitrous oxides and carbon monoxide. *
44 Describe any Women or Minority
Business Entity (WMBE), Small
Business Entity (SBE), or veteran
owned business certifications that
your company or hub partners
have obtained. Upload
documentation of certification (as
applicable) in the document
upload section of your response.

None
*
Bid Number: RFP 040924 Vendor Name: UNITED RENTALS (NORTH AMERICA), INC.

DocuSign Envelope ID: D6BE1087-1CBB-4E9B-A89F-62FC2F428921 45 What unique attributes does your
company, your products, or your
services offer to Sourcewell
participating entities? What makes
your proposed solutions unique in
your industry as it applies to
Sourcewell participating entities?
We’re proud to have been named by Forbes magazine as one of the world’s top employers. Still, we never take our people for granted. They are the key to our success with Sourcewell over nearly 10 years we have been supporting this contract. Through our team of experts. United Rentals deploys $19.99 billion of fleet (original equipment cost) through approximately 1,465 branches, a centralized reservation service and automated online ordering. Our branches are fully integrated through technology, allowing them to collaborate on solving customer needs.

Below are some of the unique resources we bring to the Participating Entities. Please see the Value Added document for more details on the suite of services and resources we provide to the Sourcewell Participating Entities.

Safety
Our most important differentiator is safety, because of its vital importance to our employees and customers. Unsafe behavior can have a direct impact on our business and yours. Our safety culture is organized under the banner of United4Safety, which provides a way of thinking about safety in every aspect of our lives, at work and at home. United4Safety has four tenets: think safe, work safe, drive safe and live safe. We expect safety to be the primary consideration of each of our employees, and we facilitate this through innovation, leadership development, continuous learning and personal well-being. In 2023, we had a total recordable incident rate (TRIR) of 0.68, toward a goal of zero.

Digital Solutions
At United Rentals, our goal is to go beyond equipment rental. It’s a digital world, and digital technology should hand customers easy victories whether they’re on the worksite, in the field office or back at headquarters.

United Rentals is committed to providing not only the equipment businesses need; when they need it, but the WORKSITE PERFORMANCE™ tools that will help customers work smarter, better and safer. From cloud-based worksite management tools to renting equipment directly from our mobile app, United Rentals digital solutions lead the pack.

Total Control® is our proprietary software suite that provides customers with a single, transformative solution for equipment productivity. Total Control helps customers manage their equipment fleets in real time through greater visibility and accountability, with the goal of improving the utilization of resources. By reducing downtime and avoiding on-site productivity gaps, Total Control can help a customer cut annual equipment rental costs by up to a third.

Emergency Response
While United Rentals has always responded to disasters near our locations, in 2018 we began to take a more structured approach to our response. We’ve trained a first-responder team comprising more than 800 company volunteers across North America, whose first objective in any emergency is to help our employees and customers who have been affected. The response for every major event starts at the highest level with our executive steering committee. The committee moves quickly to assess the situation and define the logistics of the response. From there, the plan flows to the Emergency Operations Center, or EOC.

Each disaster has its own EOC — a command post that sets up as close as safely possible to the disaster site. This is where the response and communications are coordinated. United Rentals can stand up an EOC in a matter of hours, bringing together region and district leaders and a cross-functional team of experts from human resources, legal, real estate, fleet management, technology and finance. The EOC sets the objectives and executes them.

Our team of experts has experience in critical need situations and can put maintenance equipment on your site quickly, including:
- Complete portable sanitation solutions including hand wash stations, portable toilets and restroom trailers with hand wash stations, hand sanitizing stands, shower trailers, and laundry trailers with generators including service of waste - Power generation, fluid transfer, temporary lighting (indoor and outdoor) and site signage - Full range of HVAC products including air scrubbers, negative air machines with HEPA filtration, and portable air conditioners and heaters
*
Table 9A: Warranty
Describe in detail your manufacturer warranty program, including conditions and requirements to qualify, claims procedure, and overall structure. You may upload representative samples of your warranty materials (if applicable) in the document upload section of your response in addition to responding to the questions below.

Line
Item Question Response *
Bid Number: RFP 040924 Vendor Name: UNITED RENTALS (NORTH AMERICA), INC.

DocuSign Envelope ID: D6BE1087-1CBB-4E9B-A89F-62FC2F428921 46 Do your warranties cover all products, parts, and
labor?
For Rentals: United Rentals warrants that upon delivery the equipment rented hereunder will be in good working condition. If the equipment is not in good working condition upon delivery, United Rentals shall promptly repair or replace the equipment at its sole cost and expense. If the equipment requires repair or replacement during the rental period, United Rentals will promptly repair or replace the equipment at its sole cost and expense; provided, however, if the repair or replacement is necessary due to Sourcewell Member’s abuse, misuse or neglect, then the Sourcewell Member will be responsible for the cost of such repair or replacement. EXCEPT AS SET FORTH HEREIN UNITED DISCLAIMS ALL OTHER WARRANTIES, EXPRESS OR IMPLIED, WITH RESPECT TO THE RENTAL OF
EQUIPMENT.

For Purchases of New Equipment: The only warranty provided with the equipment sold herein is the warranty provided by the original equipment manufacturer (“OEM”). United Rentals will pass through all warranties, to the extent allowable, that the OEM provides. If a warranty claim is approved by the OEM and the OEM authorizes United Rentals to repair or replace the equipment, United Rentals will do so. ALL WARRANTIES, INCLUDING ANY IMPLIED WARRANTY OF MERCHANTABILITY OR OF FITNESS FOR A PARTICULAR PURPOSE, ARE EXPRESSLY EXCLUDED AND
DISCLAIMED.”
For Purchases of Used Equipment: United Rentals shall assign to the any remaining warranty from the original equipment manufacturer (“OEM”) to the extent assignable. United Rentals makes no warranties express or implied with respect to the any used equipment being sold and all warranties, express or implied are disclaimed.

In lieu of providing a warranty on the sale of used equipment, United Rentals will offer its United Guard service contract. Subject to the United Guard terms and conditions, United will perform the services outlines therein at the fees set forth therein.
• A copy of the United Guard Terms and Conditions is attached.

For Service: United Rentals warrants the services will be performed in a good and workmanlike manner. The duration of the warranty shall be 30 days after the service is completed. If during the 30-day warranty period the equipment requires additional service, because of defective original service or a defective replacement part(s), then United will re-perform the defective service and/or replace the defective part at its sole cost and expense. If the equipment has been subject to abuse, misuse or neglect, United shall have no obligation to re-perform the service or replace any part(s).

The only warranty on replacement parts provided with United Rental’s service herein is the warranty provided by the original equipment manufacturer (“OEM”). United will pass through all warranties, to the extent allowable, that the OEM provides. If a warranty claim on such replacement part is approved by the OEM and the OEM authorizes United to repair or replace the part, United will do so.

EXCEPT AS SET FORTH HEREIN BIDDER DISCLAIMS ALL OTHER
WARRANTIES, EXPRESS OR IMPLIED, WITH RESPECT TO
REPLACEMENT PARTS AND SERVICE OF EQUIPMENT.

For Damage to Rental Equipment: All of our rental equipment is owned by United Rentals, and all preventative and regular use maintenance will be taken care of by United Rentals. For costs due to damage, Sourcewell participating entities will have our Rental Protection Plan (RPP). It is a simple, affordable and smart way to protect yourself from the unforeseen.

United Rentals offers a comprehensive program to provide you with added protection for the most common problems:
• Accidental damage to United Rentals equipment and vehicles • Theft of United Rentals equipment and vehicles do have the option to provide
The participating entities can opt-out of RPP by providing a Certificate of Insurance with the applicable property insurance.
*
Bid Number: RFP 040924 Vendor Name: UNITED RENTALS (NORTH AMERICA), INC.

DocuSign Envelope ID: D6BE1087-1CBB-4E9B-A89F-62FC2F428921 47 Do your warranties impose usage restrictions or
other limitations that adversely affect coverage?
For Rentals. Yes. As stated above, United Rentals will repair or replace equipment at its sole cost and expense during the rental period if the equipment needs repair or replacement. However, if the equipment needs repair or replacement due to any other reason that defect in the equipment, United Rentals’ negligence or reasonable wear and tear, the Sourcewell participating entity will be responsible for the cost of repair or replace. .

Reasonable wear and tear of the rental equipment shall mean only the normal deterioration of the equipment caused by ordinary and reasonable use on a one shift (8 hours per day, 40 hours per week) basis. The following shall not be deemed reasonable wear and tear: (a) damage resulting from lack of lubrication, insertion of improper fuel, or maintenance of necessary oil, water and air pressure levels; (b) except where United Rentals expressly assumes the obligation to service or maintain the equipment, any damage resulting from lack of servicing or preventative maintenance suggested in the manufacturer's operation and maintenance manual; (c) damage resulting from any collision, overturning, or improper operation, including overloading or exceeding the rated capacity of the equipment; (d) damage in the nature of dents, bending, tearing, staining, corrosion or misalignment to or of the equipment or any part thereof; (e) wear resulting from use in excess of shifts for which rented; and (f) any other damage to the equipment which is not considered ordinary and reasonable in the equipment rental industry. Repairs to the equipment shall be made to the reasonable satisfaction of United and in a manner which will not adversely affect the operation, manufacturer's design or value of the equipment.

Also, Customers agree to check filters, oil, fluid levels and tire air pressure, to clean and visually inspect the equipment daily and to immediately notify United Rentals when equipment needs repair or maintenance. Should the equipment be involved in an accident, become unsafe, malfunction or require repair, Customer shall immediately cease using the equipment and immediately notify United.

In the case of the loss or destruction of any equipment, or inability or failure to return same to United Rentals for any reason whatsoever, Customer will pay United the then full replacement list value of the equipment together with the full rental rate as specified until such equipment is replaced. If the equipment is returned in a damaged or excessively worn condition, Customer shall pay United the reasonable cost of repair and pay rental on the equipment at the regular rental rate until all repairs have been completed. Repair or replacement of tires and tubes is the responsibility of Customer.

For New and Used Equipment Sales. As state above, the only warranty available for new or used equipment is the warranty provided by the OEM.

Any restrictions or limitation would be set forth in the OEM warranty. *
48 Do your warranties cover the expense of
technicians’ travel time and mileage to perform
warranty repairs?
For Rentals. Costs including technician travel time that are associated with service required due to defects in the equipment, reasonable wear and tear or United negligence is the responsibility of United Rentals. The cost of Service required for any other reason will the participating entities’ responsibility.

For New and Used Equipment Sales. The OEM warranty will set forth what expenses are covered.
*
49 Are there any geographic regions of the United
States or Canada (as applicable) for which you
cannot provide a certified technician to perform
warranty repairs? How will Sourcewell
participating entities in these regions be provided
service for warranty repair?
For Rentals. All branches in the United States and Canada have in-house technicians available to service and maintain our equipment. Therefore, all regions we provide service to will also have access to certified technicians.

For New and Used Equipment Sales. Subject to approval of the warranty claim by the OEM and subject to authorization from the OEM to perform work, as stated above, all branches in the United States and Canada have in-house technicians available to service and maintain our equipment.

Therefore, all regions we provide service to will also have access to certified technicians.
*
Bid Number: RFP 040924 Vendor Name: UNITED RENTALS (NORTH AMERICA), INC.

DocuSign Envelope ID: D6BE1087-1CBB-4E9B-A89F-62FC2F428921 50 Will you cover warranty service for items made by
other manufacturers that are part of your proposal,
or are these warranties issues typically passed on
to the original equipment manufacturer?
United Rentals is not the original equipment manufacturer (“OEM”) on any of the equipment it rents or sells. United is certified to perform warranty service by many OEMs. Upon acceptance of a warranty claim by the OEM and upon the OEM authorizing United to perform service, United Rentals is able to perform warranty service on many OEM’s equipment..

We strive to lead our industry in service performance, particularly when it comes to equipment maintenance and readiness for rental. United Rentals invests in our service personnel to ensure that they are up to speed on manufacturer’s service requirement with internal or manufacturer sponsored training. We have also invested heavily in resources designed to make our company more efficient in maintaining our equipment to the highest standards. All 1524 + United Rentals locations use the same systems in order to ensure that Preventive Maintenance, ANSI inspections and manufacturer’s service bulletins are being completed with integrity per our company procedure. United Rentals is responsible for the costs associated with inspecting and servicing our owned equipment. If requested, United Rentals can also provide inspections and services on equipment owned by our customers at mutually agreed upon rates.

Some of the specific procedures are:
• Preventive maintenance: PM’s are governed by the stricter of two regulatory programs: Either 1) Per manufacturer’s recommendation of service requirement or; 2) Perform an inspection inside of 90 days and / or service of the equipment with 250 operating hours. The “Rental Flow” process also tracks pending PM’s due for service personnel to monitor. These PM’s are performed at our locations as well as at customer locations by qualified field service technicians.
• ANSI inspections on aerial equipment, booms and scissors, are required by law. United Rentals has a NO-EXCEPTIONS policy related to ASNI inspections; if a unit does not receive this inspection within a year from its last date, it is taken out of rental service.
• Manufacturer’s service bulletins are handled as United Rentals is notified, either in our shops or in the field.
*
51 What are your proposed exchange and return
programs and policies?
For Rentals. If a piece of equipment is not operating properly, United Rentals will deploy one of its factory-trained technicians to perform the repair and/or supply the necessary parts. United Rentals promptly responds to repair and maintenance service calls – typically within two to four hours. In the event the equipment cannot be repaired on site, United Rentals will replace the equipment as quickly as it can.

For New and Used Equipment Sales. Exchange and return
programs/policies are determined by the OEM.
*
52 Describe any service contract options for the
items included in your proposal.

For Rentals. Please note that service is provided at no cost to customer, unless such service is due to customer’s fault. Please refer to service labor pricing included in our pricing spreadsheet. All branches have in-house technicians available to service and maintain our equipment.

For Customer-owned equipment. If the customer has owned equipment, they can chose to utilize our Customer Equipment Solutions team to manage and perform the equipment service needs. We have a dedicated team and dedicated service technicians that solely work on customer owned equipment and do not work on our rental fleet.

For New and Used Equipment Sales. In addition, any Sourcewell participating entity may purchase a United Guard Service Contract with the purchase of equipment as mentioned above.
*
Table 9B: Performance Standards or Guarantees
Describe in detail your performance standards or guarantees, including conditions and requirements to qualify, claims procedure, and overall structure. You may upload representative samples of your performance materials (if applicable) in the document upload section of your response in addition to responding to the questions below.

Line
Item Question Response *
Bid Number: RFP 040924 Vendor Name: UNITED RENTALS (NORTH AMERICA), INC.

DocuSign Envelope ID: D6BE1087-1CBB-4E9B-A89F-62FC2F428921 53 Describe any performance standards or
guarantees that apply to your services
We work together with our customers, communities and employees to find solutions with a shared commitment to service and safety. To us, this is a simple, but powerful notion we call Work United™. It’s a shared mindset. One of partnership that helps us face any challenge, together.

Quality Assurance: United Rentals maintains a fleet of well-maintained equipment to ensure reliability and safety. We follow strict maintenance schedules and inspection procedures to guarantee that the equipment is in good working condition before it goes out on rental.

Preventive maintenance: During the rental, our system estimates use in addition to physical checks and inquiries for hour meter updates. Maintenance steps (requirements) for each category and class of equipment are tracked within our system based on hours, miles and days. Reporting is generated daily for inspection and scheduling purposes. Service and safety bulletins released by manufacturers are loaded centrally and tracked within this same reporting system. We will schedule with the participating entities to do maintenance during a down time when equipment is on-rent.

Customer Service: United Rentals provides excellent customer service, including knowledgeable staff to help customers select the right equipment for their needs, as well as assistance with any issues or questions that may arise during the rental period.

Safety Standards: Safety is paramount to United Rentals. We adhere to strict safety standards and we provide training and familiarization on the proper use of equipment to ensure the safety of customers and their employees.

Digital Notifications & PO Management: United Rentals also offers relevant notifications through Total Control ® to the right people at the right time. With United Rentals simplified notifications experience, every customer has the ability to pick a notification format - SMS or email, set up notifications across all project stages from quote through final invoice, and identify who should receive each notification.

We know schedules are tight, and the complexities of today’s worksites make efficient processes mission-critical. We’re here to help. With our suite of intuitive digital tools, we make it easy for customers to view invoices, make payments, stay informed with custom notifications and tap into actionable data.

Keeping track of invoices and payments can be a tedious and time-consuming task.

Between our cloud-based fleet management software, Total Control ® and the United Rentals Mobile App, customers have access to valuable features that can help streamline administrative processes and drive smart decisions.

Access and pay invoices, day or night
View account balances and track invoice age
Visibility for the right person with invoice sharing and notifications With the PO Management function in Total Control ®, teams can keep track of purchase orders and quickly navigate to crucial aspects of the project billing cycle.

From open contracts to reservations and invoices, paid and past due, the PO Tab has what you need.

Plus, users now have the ability to assign an owner to each Purchase Order, so your crew can stay in the know and in control.
*
54 Describe any service standards or
guarantees that apply to your services
(policies, metrics, KPIs, etc.)
Quality Assurance: United Rentals adheres to strict maintenance schedules and inspection protocols for all equipment in their fleet. This involves regular servicing, repairs, and thorough inspections to identify and address any potential safety issues before equipment is rented out.

We encourage all customers to use Total Control ®, a suite of technology solutions offered by United Rentals to enhance efficiency, safety, and productivity for its customers. Total Control encompasses various digital tools and platforms designed to streamline equipment rental processes, improve job site management, and provide valuable insights into equipment utilization and performance.

With telematics-enabled equipment from United Rentals, customers can maximize jobsite efficiencies with valuable insights into runtime and equipment utilization, plus gain visibility to all equipment in one place. Telematics data also enables customers to monitor equipment fuel and service with alerts. United Rentals has the largest and most robust, connected fleet in the industry, and a variety of trackable assets so customers have real-time visibility into location and utilization - owned and rented.

With Equipment Diagnostic Alerts from United Rentals, customers can stay informed about critical equipment functions and performance indicators.

Through Total Control ®, customers receive customizable alerts about machines on their job sites, streamlining equipment maintenance and keeping downtime to a minimum.

Types of Equipment Diagnostic Alerts include:

Low DEF Level: Alerts when a piece of equipment's Diesel Emission Fluid falls below the low DEF threshold (25%)
Diesel Particulate Filter: Alerts when a piece of equipment requires a regeneration Emergency Stop: Alerts when the E-stop on a piece of equipment is engaged High Coolant Temperature: Alerts when a generator's temperature is running too hot High / Low Frequency: Alerts when a generator is outputting at a high/low frequency Customer Service: United Rentals currently holds 4.6 Stars out of 5 on Prorcurated. website: https://app.procurated.com/suppliers/united-rentals-north-america-inc-b5e4173b- c387-471b-b30a-3912acf62deb
Bid Number: RFP 040924 Vendor Name: UNITED RENTALS (NORTH AMERICA), INC.

DocuSign Envelope ID: D6BE1087-1CBB-4E9B-A89F-62FC2F428921 In addition, we regularly conduct customer surveys to gather feedback on various aspects of our services, including satisfaction levels, areas for improvement, and overall customer experience. See full list below:
1) Overall Satisfaction: How satisfied customers are with the quality of equipment, customer service, and rental experience.

Equipment Performance: Feedback on the reliability, functionality, and condition of rented equipment.
2) Customer Service: Evaluation of interactions with United Rentals staff, including professionalism, responsiveness, and helpfulness.
3) Rental Process: Assessment of the ease of renting equipment, including the online rental process, availability of equipment, and clarity of rental terms and conditions.
4) Safety: Feedback on safety measures and support provided by United Rentals, including training resources, equipment safety features, and adherence to safety regulations.
5) Value for Money: Perceptions of the value received in relation to the rental rates charged by United Rentals.
6) Suggestions for Improvement: Opportunities for United Rentals to enhance their services, address any shortcomings, and better meet customer needs and expectations.

Safety Standards: United Rentals Inc. places “Safety First”. We Act, and require others to act, in a manner that puts the safety of our employees, customers and communities first. We empower every employee with the power to “Stop Work” whenever a safety situation arises so we can not only prevent an accident, but document and learn in real time. This allows us to stay the industry leader in safety but and to the latest updates in safety standards, guidelines and regulations. are some topics that drive our safety standards.
1) Equipment Inspection and Maintenance: Regular inspection and maintenance of rental equipment are essential for ensuring safety. United Rentals follows manufacturer guidelines and industry best practices for inspecting, servicing, and maintaining their equipment fleet. This helps to identify and address any potential safety issues before equipment is rented out.
2) Training and Education: United Rentals provides training and educational resources to customers on the safe operation of rental equipment. This could include online resources, safety manuals, instructional videos, and in-person training sessions conducted by qualified personnel. Training may cover topics such as equipment operation, maintenance, and proper safety procedures.
3) Safety Guidelines and Documentation: United Rentals provides safety guidelines and documentation for each piece of equipment they rent out. This may include operation manuals, safety decals, warning labels, and instructional materials that highlight potential hazards and safe operating practices. 4) Personal Protective Equipment (PPE): United Rentals requires customers to use appropriate personal protective equipment (PPE) when operating certain types of equipment. This could include items such as fall protection, hard hats, safety glasses, gloves, hearing protection, and high-visibility clothing. also offer PPE for sale or rental alongside equipment at our locations.
5) Compliance with Regulations: United Rentals complies with all safety regulations and standards set forth by government agencies such as OSHA (Occupational Safety and Health Administration) in the United States and similar regulatory bodies in other countries. This may involve ensuring that equipment meets safety standards and that rental operations adhere to legal requirements.
6) Emergency Preparedness: United Rentals has procedures in place for handling emergencies or accidents involving rental equipment. This could include protocols for reporting incidents, providing first aid, and coordinating with emergency responders when necessary.
7) Safety Culture: United Rentals fosters a strong safety culture among its employees and encourages customers to prioritize safety in their operations. This may involve promoting safety awareness, encouraging open communication about safety concerns, and recognizing and rewarding safe behaviors.

It's important for customers to familiarize themselves with United Rentals' specific safety protocols and guidelines for the equipment they intend to rent. This may involve asking questions, seeking clarification on safety procedures, and following all instructions provided by United Rentals staff. By prioritizing safety and adhering to established guidelines, customers can help ensure a safe rental experience. *
Bid Number: RFP 040924 Vendor Name: UNITED RENTALS (NORTH AMERICA), INC.

DocuSign Envelope ID: D6BE1087-1CBB-4E9B-A89F-62FC2F428921 Table 10: Payment Terms and Financing Options
Line
Item Question Response *
55 Describe your payment terms and accepted payment
methods.

Our pricing terms are Due Upon Receipt. *
56 Describe any leasing or financing options available for use by educational or governmental entities.

We cannot offer leasing or financing options through United Rentals, however we have experience working with Sourcewell awarded lending and other partners when the customer requests this option. *
57 Describe any standard transaction documents that you propose to use in connection with an awarded contract
(order forms, terms and conditions, service level
agreements, etc.). Upload a sample of each (as
applicable) in the document upload section of your
response.

Through our typical rental transactions utilize industry standard documents to include rental agreement terms, quotes, and invoices.

We have included in the Documents section a copy of a quote, Rental Agreement & a sample invoice. *
58 Do you accept the P-card procurement and payment
process? If so, is there any additional cost to Sourcewell participating entities for using this process?
Yes we do accept P-card procurement and payment with no additional charges. *
Table 11: Pricing and Delivery
Provide detailed pricing information in the questions that follow below. Keep in mind that reasonable price and product adjustments can be made during the term of an awarded Contract as described in the RFP, the template Contract, and the Sourcewell Price and Product Change Request Form.

Line
Item Question Response *
59 Describe your pricing model (e.g., line-item discounts or product-category discounts). Provide detailed pricing data (including standard or list pricing and the Sourcewell
discounted price) on all of the items that you want
Sourcewell to consider as part of your RFP response. If applicable, provide a SKU for each item in your proposal.

Upload your pricing materials (if applicable) in the
document upload section of your response.

Please see our attached pricing spreadsheet.

United Rentals is providing a national net pricing structure as you will see on the attached pricing spreadsheet. This is not a percentage discount program. All pricing is NOT TO EXCEED and our sales representatives will be encouraged to provide local market pricing if it happens to be lower than the contract price although this is not a common occurrence. We reserve the right to adjust rates on privilege wage jobs that are governed by the Davis Bacon Act.
*
60 Quantify the pricing discount represented by the pricing proposal in this response. For example, if the pricing in your response represents a percentage discount from
MSRP or list, state the percentage or percentage range.

United Rentals is providing a national net pricing structure as you will see on the attached pricing spreadsheet. This is not a percentage discount program. All pricing is NOT TO EXCEED and our sales representatives will be encouraged to provide local market pricing if it happens to be lower than the contract price although this is not a common occurrence. We reserve the right to adjust rates on privilege wage jobs that are governed by the Davis Bacon Act.
*
61 Describe any quantity or volume discounts or rebate
programs that you offer.

This is a NOT TO EXCEED contract. Customers can negotiate volume pricing locally on a case by case basis. *
62 Propose a method of facilitating “sourced” products or related services, which may be referred to as “open
market” items or “nonstandard options”. For example, you may supply such items “at cost” or “at cost plus a
percentage,” or you may supply a quote for each such
request.

As with normal requests, United Rentals will field off-schedule requests through local territory representatives or our Government Customer Care Center. This will enable us to provide first-class service to Sourcewell members through our knowledgeable team.

Our philosophy is that no request is unreasonable and will be investigated to the fullest. Our strategy will be to field requests and factor in rental patterns, demands for new technology or advances in equipment efficiencies, and enactment of new legislation, affecting equipment. If we see a spike in a certain category, we will ask Sourcewell to determine if the equipment can be added to our schedule. For Sourcewell members, we would like to propose a NOT TO EXCEED markup of 24% on the total invoice cost from a 3rd Party Vendor for rentals and related services, including but not limited to equipment re-rents, labor, fuel and transportation costs. *
63 Identify any element of the total cost of rental that is NOT included in the pricing submitted with your response. This includes all additional charges associated with a rental that are not directly identified as freight or shipping charges.

For example, list costs for items like loading and
unloading, fuel surcharges, environmental fees or permits, installation, set up, mandatory training, or initial inspection.

Identify any parties that impose such costs and their
Installation, Set up Costs for Specialty Equipment Rental Solutions

United Rentals’ proposal includes specialty equipment solutions that may require additional labor costs as a result of setup, installation, mandatory training, or initial inspection. The estimated labor costs will be based on the hourly rate schedule posted in the repair / service tab and negotiated at the time of the rental quote.

A.) Storage & Office
Bid Number: RFP 040924 Vendor Name: UNITED RENTALS (NORTH AMERICA), INC.

DocuSign Envelope ID: D6BE1087-1CBB-4E9B-A89F-62FC2F428921 relationship to the Proposer. Solutions

Rentals may require additional
equipment and services, such as site preparation, ramps, anchoring and tie-downs, skirting and other materials and supplies for ground level offices, office trailers and modular buildings. These consumable items along with labor charges are not included in the scheduled rental rate or transportation fees and will be quoted at the time of rental. Labor and consumables associated with the additional equipment and services will be charged at the parts, labor & service rate approved for Sourcewell customers.

B.) Power and
HVAC

Services may include
power and HVAC system start-up support, installation of low voltage cables, installation of temporary chilled water piping, on-site training for Customer’s employees, 24/7 technical assistance and on-site support, and monitoring of selected installing
trades.

C.) Trench
Safety

Services may include
the engineering, delivery and pickup of the trench/shoring system (the “System”).

D.) Fluid
Solutions

May include the
design, installation, operation, ongoing maintenance, monitoring, and dismantling of the Fluid Solutions system (“Fluid Solutions Services”). Tank Rentals may include 3rd party cleaning fees unless customer can provide "certified washed / cleaned" documentation.

E.) Portable Restroom
Services

Additional fees may be charged for tip-overs, relocation of the units on the same site and vandalism/graffiti. Modular Fence rentals will include consumable retail sales items to be quoted at the time of rental based on the quantities of the
order.

F.) Scaffolding
Services

May include the installation
and dismantling of scaffolding, including all parts and accessories.

G.)
Vehicle

May include the installation of customized truck parts and accessories.

Bid Number: RFP 040924 Vendor Name: UNITED RENTALS (NORTH AMERICA), INC.

DocuSign Envelope ID: D6BE1087-1CBB-4E9B-A89F-62FC2F428921

Labor Rate / Service Calls - Customer Owned Equipment - US 7am - 4pm = $163.26/hr
4pm - 9pm = $244.89/hr
9pm - 7am, Holidays and weekends = $326.52/hr
Planned Maintenance & Inspection - Customer Owned Equipment (PM Program) - US
5% off listed price
List minus 5%
Parts
US
total margin
40%
Freight
US
total margin
20%
**After Hours, Weekends, and Holidays**
An additional call out fee may be incurred, and will be communicated at the time of request. Please refer to the pricing table under Service/Labor for hourly rates that would be applicable to support the call out charges.
**Third Party Hauling Charges**
In a situation where both parties mutually agree to utilize a third party hauler, a quote (cost + 10%) will be provided to the end user that would replace standard United Rentals Delivery and Pickup rates.
**Oversize/Permitted Loads**
All applicable fees will be communicated at time of service. **Over Time Charges**
Rental Rates above are based on normal usage so run time in excess of single shift rates will incur overtime charges based on actual usage of the equipment.
**Truck Rental Allowance (US)**
Rental rates for all vehicles with an odometer (categories 950 - 956) are based on a 2000 mile per 28 day monthly billing cycle and a $0.22 Per Mile charge shall be assessed when monthly miles exceed the 2,000 miles allowance. Minimum $250 charge for excess cleaning, or to remove odor, smoke or vapor if required.

Fee will be assessed if vehicle is not returned to originating location. Additional charges may also apply for the costs incured by customers during the rental including vehicle recovery, tolls, parking and traffic violations. Please see the rental agreement for further information and detail.
**Rental Equipment Fuel Service**
A refueling service charge will be applied to all equipment returned less than full. The exact cost of the refueling service may vary depending on the rate being charged by the branch location on the date customer returns the equipment.

Refueling Service Charge
Customer acknowledges that a “Refueling Service Charge” will be applied to all Equipment not returned with a full tank of fuel. The exact cost of the Refueling Service Charge may vary depending on the rate being charged by the branch location on the date Customer returns the Equipment. Customer acknowledges that the Refueling Service Charge is not a retail sale of fuel. Customer may avoid the Refueling Service Charge if Customer returns the Equipment with a full tank of fuel.

Tire Repair
Repair or replacement of tires and tubes on Equipment is the responsibility of Customer and is not included in the rental rate.

Environmental Fee
Due to the hazardous nature of some of our waste products, United Rentals charges an Environmental Service Charge on rental invoices for equipment which contains an internal combustion engine, *
Bid Number: RFP 040924 Vendor Name: UNITED RENTALS (NORTH AMERICA), INC.

DocuSign Envelope ID: D6BE1087-1CBB-4E9B-A89F-62FC2F428921 hydraulic oils or similar components. The Charge is 1.84% of the rental charge, with a maximum charge of $99 per invoice. This charge is not a tax or government mandated fee. We are offering to waive this fee for this new contract in order to provide the participating entities additional new savings.

Additional Fees
Some government entities have special fees, such as the SMM fee in Colorado (Texas and Maryland have similar fees). These fees are setup by local/state government entities, and are charged at the direction of local/state laws. United Rentals passes these fees directly to the customer with no markup. These fees are usually negligible in nature and are included quotes provided by our branches.

Rental Protection Plan
United Rentals offers an OPTIONAL, affordable and smart way to protect your agency from the unforeseen. The plan covers accidental damage or theft of United Rentals equipment. This RPP coverage must be selected prior to delivery of the equipment. Additional details can be requested from your local branch. See attached document for additional information on our RPP program. Non- governmental agencies (non-profits, NGO, etc.) will be required to provide a certificate of insurance in order to opt out of the RPP program.

United Guard
Full coverage offered for used equipment (OPTIONAL). Equipment over $2,500 that is eligible for United Guard™ must be nine years old or newer. Licensed vehicles are not eligible for United Guard.

Used equipment must be in rental ready condition at time of sale.

United Guard is available within 72 hours of equipment purchase and cannot be renewed once the term expires. Other conditions and restrictions may apply. We have also provided additional information about United Guard™ in the documents section.

Davis Bacon Act
We reserve the right to adjust rates on privilege wage jobs that are governed by the Davis Bacon Act.

Bid Number: RFP 040924 Vendor Name: UNITED RENTALS (NORTH AMERICA), INC.

DocuSign Envelope ID: D6BE1087-1CBB-4E9B-A89F-62FC2F428921 64 If freight, delivery, or shipping is an additional cost to the Sourcewell participating entity, describe in detail the complete freight, shipping, and delivery program.

Standard Delivery during normal working hours. We reserve the right to adjust rates on privilege wage jobs that are governed by the Davis Bacon Act.
**Standard Delivery during normal working hours**
Delivery/Pickup Charges = $160.69 flat charge (each way) then $4.19 per mile
**After Hours, Weekends, and Holidays**
An additional call out fee may be incurred, and will be communicated at the time of request. Please refer to pricing table under Service/Labor for hourly rates that would be applicable to support the call out charges.
**Third Party Hauling Charges**
In a situation where both parties mutually agree to utilize a third party hauler, a quote (cost + 10%) will be provided to the end user that would replace standard United Rentals Delivery and Pickup rates.
**Oversize/Permitted Loads**
All applicable fees will be communicated at time of service. **Over Time Charges**
Rental Rates above are based on normal usage so run time in excess of single shift rates will incur overtime charges based on actual usage of the equipment.

Field Automation Strategy & Technology (FAST)
The Field Automation Strategy and Technology (FAST) program builds on the current strengths of our field platform with new technologies and procedures that support operations. This program is focused on supporting branches in improving delivery and pickup scheduling, route mapping, and overall equipment transportation performance. This includes equipment bar-coding, handheld devices for drivers, new dispatch capabilities, and procedural improvements.

FAST makes the Rental Flow process more user-friendly for customers and for United Rentals.

Sourcewell member advantages
• Route Optimization and turn by turn directions increases the likeliness of on time delivery and expedited pick up when called off rent
• Real-time visibility of the status of delivery’s and or location truck
• Actionable alerts for deliveries in jeopardy for real time customer updates
• Electronic condition reports with embedded pictures of the equipment upon delivery and pick up
• One electronic signature covers all legal documentation • Contract can be e-faxed or emailed to customers preferred address right from the drivers Hand Held Computer / Jobsite Sustainability Advantages
• Reduction in Carbon foot print by optimized routing reduces mile driven and fuel used
• Electronic contracts and condition reports
• GPS tracking & monitoring of delivery fleet
• Reduced engine idle time and fuel used
Reduced tire and maintenance cost
• Paperless DOT Driver logs
Safety Advantages
• GPS tracking & monitoring of delivery fleet: Speeding and hard braking alerts
• Reduced vehicle accident claims
Electronic Driver logs
• Higher level of DOT compliance
• Higher level of vehicle maintenance
*
65 Specifically describe freight, shipping, and delivery terms or programs available for Alaska, Hawaii, Canada, or any
offshore delivery.

No restrictions or additional charges in AK as United Rentals has 2 locations in state. United Rentals currently does not have a location in Hawaii, and would only deliver on a case by case basis that would be negotiated up front with Sourcewell members. United Rentals can service Puerto Rico and the US Virgin Islands, these delivery charges will be negotiated on a case by case basis if equipment is not available on location.

Standard Delivery/Pick-up during normal working hours in Canada Bid Number: RFP 040924 Vendor Name: UNITED RENTALS (NORTH AMERICA), INC.

DocuSign Envelope ID: D6BE1087-1CBB-4E9B-A89F-62FC2F428921

**Standard Delivery during normal working hours**
Delivery/Pickup Charges = 216 CAN$$ flat charge (each way) then

5.16 CAN$$ per KM
**Truck Rental Allowance (CAN)**
Rental rates for all vehicles with an odometer (categories 950 - 956) are based on a 3200 mile per 28 day monthly billing cycle and a $0.21 Per KM charge shall be assessed when monthly miles exceed the 3,200 km allowance. Minimum $250 charge for excess cleaning, or to remove odor, smoke or vapor if required. Fee will be assessed if vehicle is not returned to originating location.

Additional charges may also apply for the costs incured by customers during the rental including vehicle recovery, tolls, parking and traffic violations. Please see the rental agreement for further information and detail.
**After Hours, Weekends, and Holidays**
An additional call out fee may be incurred, and will be communicated at the time of request. Please refer to pricing table under Service/Labor for hourly rates that would be applicable to support the call out charges.
**Third Party Hauling Charges**
In a situation where both parties mutually agree to utilize a third party hauler, a quote (cost + 10%) will be provided to the end user that would replace standard United Rentals Delivery and Pickup rates.
**Oversize/Permitted Loads**
All applicable fees will be communicated at time of service. **Over Time Charges**
Rental Rates above are based on normal usage so run time in excess of single shift rates will incur overtime charges based on actual usage of the equipment.
**Rental Equipment Fuel Service**
A refueling service charge will be applied to all equipment returned less than full. The exact cost of the refueling service may vary depending on the rate being charged by the branch location on the date customer returns the equipment.

Customer Owned Equipment - Repairs, Service & Inspections (CAN Only)
A.) Service Calls & Applicable Labor Charges - Customer Owned Equipment

Should the customer
seek to engage United Rentals’ certified mechanics / technicians for service calls, repairs or labor performed during normal business hours (7:00 am to 4:00 pm, M-F), they will be billed at $221.54 per hour, portal to portal, and all labor performed outside of these regular business hours will be billed at 1.5x (4:00PM – 9:00PM M- F) and 2X the normal rate for all other times (dependent on the time of day, day or week, or holiday). These rates also apply to all specialty solutions and engineered system set-ups. All rates will be pre-negotiated with the customer prior to service and labor execution. United Rentals will try to accommodate customer requested time frames to perform unscheduled services or repairs but cannot guarantee service times. Customers must ensure United Rentals’ accessibility to a facility during non-business hours. Billed hourly rate for wait time will apply. Service is market driven and is not available in all geographical areas.

B.) Planned Maintenance & Inspection - Customer Owned
Equipment (PM
Program)

Should the customer seek to engage
United Rentals’ certified mechanics / technicians for completion of planned services (PMs - Preventative Maintenance) and /or required inspections, they will be billed list rate less 5%. This is a *
Bid Number: RFP 040924 Vendor Name: UNITED RENTALS (NORTH AMERICA), INC.

DocuSign Envelope ID: D6BE1087-1CBB-4E9B-A89F-62FC2F428921 contracted service -- not on-demand. Basic PM service includes Lube, Engine Service, Fuel Filter, Engine Oil Filter, Oil, and up to one hour travel time. Customer may request specific service intervals per equipment types. Additional charges may apply for Tier Four Engines. Customer must provide United Rentals with list of equipment requiring planned services and inspections - United Rentals to supply proposal for services and inspections. United Rentals will try to accommodate customer requested time frames to perform services and inspections. Customers must ensure United Rentals’ accessibility to a facility during non-business hours.

Service is market driven and is not available in all geographical areas.

C.) Repair and Service Parts - Customer Owned
Equipment

These are additional costs and will be itemized on a Work Order. Parts shall be billed at a 40% margin and freight for repair parts will be billed at a 20% margin.

D.) Extended Warranty - Customer Owned
Equipment

United Rentals will assign to customer any
manufacturer’s warranty on parts incorporated into the equipment as part of this service, to the extent assignable for a period of 30 days following completion of services by United Rentals, provided that customer provides written notice to United setting forth in detail how services how such services were unsatisfactory. United Rentals may, in its sole discretion, and as its sole liability hereunder, repair or replace such unsatisfactory services, or refund any monies paid to United by the customer. Such repair, replacement or refund shall be customers’ sole remedy under this work order. United Rentals disclaims all other warranties, either express or implied, including, without limitation, warranties of merchantability and fitness for a particular purpose.

Labor Rate / Service Calls - Customer Owned Equipment
CAN
7am - 4pm
$221.54/hr
4pm - 9pm
$332.31/hr
9pm - 7am, Holidays and weekends
$443.08/hr
Planned Maintenance & Inspection - Customer Owned Equipment (PM Program)
CAN
5% off listed price
List minus 5%
Parts
CAN
total margin
40%
Freight
CAN
total margin
20%
66 Describe any unique distribution and/or delivery methods or options offered in your proposal.

All delivery options discussed in previous question. If a unique situation arises that is not covered under the previous options, United Rentals and the requesting Sourcewell member will negotiate at time of request.
*
Table 12: Pricing Offered
Line
Item The Pricing Offered in this Proposal is: * Comments 67 b. the same as the Proposer typically offers to GPOs, cooperative procurement organizations, or state purchasing departments.

Bid Number: RFP 040924 Vendor Name: UNITED RENTALS (NORTH AMERICA), INC.

DocuSign Envelope ID: D6BE1087-1CBB-4E9B-A89F-62FC2F428921 Table 13: Audit and Administrative Fee
Line
Item Question Response *
68 Specifically describe any self-audit process or program that you plan to employ to verify compliance with your proposed Contract with Sourcewell. This process includes ensuring that Sourcewell participating entities obtain the proper pricing, that the Vendor reports all sales under the Contract each quarter, and that the Vendor remits the proper administrative fee to Sourcewell. Provide sufficient detail to support your ability to report quarterly sales to Sourcewell as described in the Contract template.

The United Rentals government team will be available to provide up-to-date information. In addition to direct
communication with the team a sample report has been
provided in the response.

United Rentals customer quotes, orders, change orders and updates are recorded within United Rentals’ RentalMan
computerized rental system. They are recorded in date order, with unique, individualized numerical designations. Customer accounts are identified as eligible to utilize the Sourcewell contract and are identified further within the RentalMan system with a customer level code and United Rentals’
pricing agreement for the contract will be loaded into the customer account file.

United Rentals will identify and report all product/equipment sourced as part of a Sourcewell contact purchases and
provide timely payment of administrative fees to Sourcewell.

On a quarterly basis, we will perform analysis of the detailed pricing file, review the pricing agreement for accuracy or updates/changes, and audit the individual customer invoices and transactions for accuracy and compliance with the
contract.
*
69 If you are awarded a contract, provide a few examples of internal metrics that will be tracked to measure whether you are having success with the contract.

The list below are some of the internal metrics that will be tracked and measured to substantiate success of the contract. # of accounts utilizing Sourcewell
Revenue per account utilizing Sourcewell
Total Revenue under contract
Account Growth
Declining and Inactive Accounts

As an example, within the last six months 7,190 Sourcewell members have utilized the current United Rentals’ Sourcewell contract.
*
70 Identify a proposed administrative fee that you will pay to Sourcewell for facilitating, managing, and promoting the Sourcewell Contract in the event that you are awarded a Contract. This fee is typically calculated as a percentage of Vendor’s sales under the Contract or as a per-unit fee; it is not a line-item addition to the Member’s cost of goods. (See the RFP and template Contract for additional details.)
United Rentals proposes a 2% administrative fee on all
eligible sales and rentals.
*
Table 14A: Depth and Breadth of Offered Equipment Products and Services Line
Item Question Response *
71 Describe the rent-to-buy option for new rental
equipment if applicable.

We do not offer rent-to-buy options for new equipment.
72 Describe your used rental equipment sales
program if applicable.

United Rentals sells top-quality used equipment that is sourced directly from leading manufacturers.
• Customers can buy with confidence, as this equipment is expertly maintained by the same team that services the United Rentals fleet. • Customers can continue to rely on United Rentals for maintenance of any purchased equipment through its Customer Equipment Solutions. 73 Provide a detailed description of the
equipment, products, and services that you
are offering in your proposal.

United Rentals serves its customers as a single-source solution, provided through two business segments: General Rentals and Specialty Rentals: General Rentals offers construction, industrial and homeowner equipment for rent, and related services. Specialty Rentals includes the rental of equipment and tools for underground construction, temporary power, climate control, fluid solutions, disaster recovery, onsite tool management, portable sanitation, and related services.

Related Services include United Academy Safety Training, Customer Equipment Servicing, New and Used Equipment Sales, and Third Party Rentals. Please see our attached proposal document for a comprehensive product offering. *
74 Within this RFP category there may be Below is a high-level listing of the equipment categories we can provide. 74 Within this RFP category there may be Below is a high-level listing of the equipment categories we can provide.

Bid Number: RFP 040924 Vendor Name: UNITED RENTALS (NORTH AMERICA), INC.

DocuSign Envelope ID: D6BE1087-1CBB-4E9B-A89F-62FC2F428921 subcategories of solutions. List subcategory
titles that best describe your products and
services.

Gen Rent / Aerial
• Forklifts
• Boom Lifts
• Excavators
• Scissor Lifts
• Compressors
• Skid steers
• Light Towers
• Commercial & Utility Trucks

Power & HVAC
• Generators
• Dehumidifiers
• Climate Control
• Transformers
• Power Distribution Panels
Fluid Solutions
• Pumps
• Containment
• Filtration Systems
• Fluid Transfer
• Accessories
• Hose, Pipe, & Fittings

Tool Solutions
• Electrical & Hand Tools
• Welding
• Mobile Tool Rooms
• Custom Boxes
• Radio & Communication Systems
• Turnstiles
• Safety Wearables

Trench Safety
• Shoring & Shielding
• Engineered Systems
• Road Plates
• Confined Space Safety

Onsite Services
• Portable Restrooms
• Restroom Trailers
• Hand-washing Stations
• Shower Trailers

Mobile Office & Storage Solutions
• Storage Containers
• Ground Level Offices
• Modular Buildings
• Mobile Office Trailers
United Academy – Safety Training
• Operator Certification Training
• Jobsite Safety Training
• OSHA Certified Training

Customer Equipment Servicing
• Preventative Maintenance
• Annual and Quarterly Inspections
• Servicing Downed Equipment

New & Used Equipment Sales
• United Rentals sells the equipment that ages out of our rental fleet. • We currently represent approximately 280 manufacturers that have authorized United Rentals to sale New Equipment to Sourcewell members. For this contract our pricing will be setup as a “cost plus” model. Additional details and allowable margins can be found in the pricing file under the New and Used Equipment tab. Provides Rental Fleet Customers with quality used equipment that has always been worked on by manufacturer trained United Rentals technicians. • Keeps our rental fleet at a young age for the customers.

Third Party Rentals
• United Rentals is providing a re-rental option. We can find equipment from another company and rent it under one United Rentals invoice when needed if our own fleet is out of the requested equipment or doesn’t carry it. *
Bid Number: RFP 040924 Vendor Name: UNITED RENTALS (NORTH AMERICA), INC.

DocuSign Envelope ID: D6BE1087-1CBB-4E9B-A89F-62FC2F428921 Table 14B: Depth and Breadth of Offered Equipment Products and Services Sourcewell is seeking proposals for Rental Equipment, Products, and Related Services. Awards under this solicitation will be made in three (3) separate categories. No proposer should select more than one category to respond to due to the RFP being structured such that Category 1 enables a supplier to respond with a single response that includes solutions from both categories 2 and 3. Whereas, those with only solutions in Category 2 or 3, should respond to the corresponding category whose scope includes those solutions (e.g., either category 2 or 3).

Proposers submitting a proposal in Category 1 must have at least one solution from each of categories 2 and 3. For example, if a Proposer offers at least one solution from Construction and General Rental Solutions, in addition to offering at least one solution from Public Works and Utility Equipment, the Proposer should designate it is seeking an award in Category 1 only.

Proposers seeking an award in Category 2 must include at least one solution offered within the scope of Category 2 for Construction and General Rental Solutions and no solutions from Category 3 Public Works and Public Utility Equipment.

Similarly, proposers seeking an award in Category 3 for Public Works and Public Utility Equipment must include at least one solution offered within the scope of Category 3 for Public Works and Public Utility Equipment and no solutions from Category 2 Construction and General Rental Solutions.

Line
Item Category Selection *
75 Category 1: Rental Equipment, Products and Related Services * Bid Number: RFP 040924 Vendor Name: UNITED RENTALS (NORTH AMERICA), INC.

DocuSign Envelope ID: D6BE1087-1CBB-4E9B-A89F-62FC2F428921 Table 15: Depth and Breadth - Construction Equipment and General Rental Solutions Indicate below if the listed types or classes of equipment, products, and services are offered within your proposal. Provide additional comments in the text box provided, as necessary.

Proposers seeking an award in Category 1 or Category 2 must include at least one solution offered within the scope Construction and General Rental Solutions.. See RFP Section II. B. 1. for details.

We will not be submitting for Table 15: Depth and Breadth - Construction Equipment and General Rental Solutions Line
Item Category or Type Offered * Comments
76 Earth Moving Equipment Yes
No
Backhoes, dozers, excavators, skid steers, loaders, trenchers and tractors *
77 Aerial Equipment Yes
No
Boom lifts, scissor lifts, push around and all other aerial work platforms.
78 Compaction Equipment Yes
No
Rollers, plate compactors and jumping jacks.
79 Industrial Yes
No
Miscellaneous hand / power tools and radios / communication systems. * 80 Roadway Yes
No
Traffic signage, arrow and message boards, road plate and trenching and shoring.
81 Concrete Equipment Yes
No

82 Landscape Equipment Yes
No

83 Trailers Yes
No

84 Lighting Equipment Yes
No

85 Barricades Yes
No

86 Signs Yes
No

87 Batteries or Charging Equipment Yes
No

88 Generators Yes
No

89 Wash Stations Yes
No

90 Portable Restrooms Yes
No

91 Temporary Shelters Yes
No

92 Used Rental Equipment Sales Yes
No

Bid Number: RFP 040924 Vendor Name: UNITED RENTALS (NORTH AMERICA), INC.

DocuSign Envelope ID: D6BE1087-1CBB-4E9B-A89F-62FC2F428921 Table 16: Depth and Breadth - Public Works and Public Utility Equipment

Indicate below if the listed types or classes of equipment, products, and services are offered within your proposal. Provide additional comments in the text box provided, as necessary.

Proposers seeking an award in Category 1 or Category 3 must include at least one solution offered within the scope of Public Works and Public Utility Equipment. See RFP Section II. B. 1. for details.

We will not be submitting for Table 16: Depth and Breadth - Public Works and Public Utility Equipment Line
Item Category or Type Offered * Comments
93 Sewer Vac & Hydro or Air Excavators Yes
No

94 Street Maintenance & Cleaning
Equipment
Yes
No

95 Bucket Trucks Yes
No

96 Diggers Yes
No

97 Roll-Off Trucks Yes
No

98 Refuse Trucks Yes
No

99 Waste & Debris Handling Equipment Yes
No

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 Word, Excel, or compatible formats may also be provided.

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

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

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

Bid Number: RFP 040924 Vendor Name: UNITED RENTALS (NORTH AMERICA), INC.

DocuSign Envelope ID: D6BE1087-1CBB-4E9B-A89F-62FC2F428921 Pricing - Sourcewell RFP_040924_Rental_Equipment_Marketing Plan.zip - Monday April 08, 2024 17:56:46 Financial Strength and Stability - Sourcewell RFP_040924_Rental_Equipment_Value Added.zip - Monday April 08, 2024 17:58:39 Marketing Plan/Samples - United Rentals, Inc. 2023 Annual Report.pdf - Monday April 08, 2024 17:59:45 WMBE/MBE/SBE or Related Certificates - Sourcewell RFP 040924 Price List.xlsx - Monday April 08, 2024 18:00:31 Warranty Information - RPP Flyer.pdf - Monday April 08, 2024 18:00:51 Standard Transaction Document Samples - RFP_040924_Rental_Equipment_Contract_Template - UR Revisions.docx - Monday April 08, 2024 18:01:08
Requested Exceptions - Standard Transaction Documents.zip - Tuesday April 09, 2024 11:14:21 Upload Additional Document (optional)
Bid Number: RFP 040924 Vendor Name: UNITED RENTALS (NORTH AMERICA), INC.

DocuSign Envelope ID: D6BE1087-1CBB-4E9B-A89F-62FC2F428921 Pricing file received from Sourcwell Jan. 20, 2026
Addenda, Terms and Conditions

PROPOSER AFFIDAVIT AND ASSURANCE OF COMPLIANCE
I certify that I am the authorized representative of the Proposer submitting the foregoing Proposal with the legal authority to bind the Proposer to this Affidavit and Assurance of Compliance:

1. The Proposer is submitting this Proposal under its full and complete legal name, and the Proposer legally exists in good standing in the jurisdiction of its residence.

2. The Proposer warrants that the information provided in this Proposal is true, correct, and reliable for purposes of evaluation for contract award.

3. The Proposer, including any person assisting with the creation of this Proposal, has arrived at this Proposal independently and the Proposal has been created without colluding with any other person, company, or parties that have or will submit a proposal under this solicitation; and the Proposal has in all respects been created fairly without any fraud or dishonesty. The Proposer has not directly or indirectly entered into any agreement or arrangement with any person or business in an effort to influence any part of this solicitation or operations of a resulting contract; and the Proposer has not taken any action in restraint of free trade or competitiveness in connection with this solicitation. Additionally, if Proposer has worked with a consultant on the Proposal, the consultant (an individual or a company) has not assisted any other entity that has submitted or will submit a proposal for this solicitation.

4. To the best of its knowledge and belief, and except as otherwise disclosed in the Proposal, there are no relevant facts or circumstances which could give rise to an organizational conflict of interest. An organizational conflict of interest exists when a vendor has an unfair competitive advantage or the vendor’s objectivity in performing the contract is, or might be, impaired.

5. The contents of the Proposal have not been communicated by the Proposer or its employees or agents to any person not an employee or legally authorized agent of the Proposer and will not be communicated to any such persons prior to Due Date of this solicitation.

6. If awarded a contract, the Proposer will provide to Sourcewell Participating Entities the equipment, products, and services in accordance with the terms, conditions, and scope of a resulting contract.

7. The Proposer possesses, or will possess before delivering any equipment, products, or services, all applicable licenses or certifications necessary to deliver such equipment, products, or services under any resulting contract.

8. The Proposer agrees to deliver equipment, products, and services through valid contracts, purchase orders, or means that are acceptable to Sourcewell Members. Unless otherwise agreed to, the Proposer must provide only new and first-quality products and related services to Sourcewell Members under an awarded Contract.

9. The Proposer will comply with all applicable provisions of federal, state, and local laws, regulations, rules, and orders.

10. The Proposer understands that Sourcewell will reject RFP proposals that are marked "confidential" (or "nonpublic," etc.), either substantially or in their entirety. Under Minnesota Statutes Section 13.591, subdivision 4, all proposals are considered nonpublic data until the evaluation is complete and a Contract is awarded. At that point, proposals become public data. Minnesota Statutes Section 13.37 permits only certain narrowly defined data to be considered a "trade secret," and thus nonpublic data under Minnesota's Data Practices Act.

11. Proposer its employees, agents, and subcontractors are not:

1. Included on the “Specially Designated Nationals and Blocked Persons” list maintained by the Office of Foreign Assets Control of the United States Department of the Treasury found at: https://www.treasury.gov/ofac/downloads/sdnlist.pdf;

2. Included on the government-wide exclusions lists in the United States System for Award Management found at:
https://sam.gov/SAM/; or

3. Presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from programs operated Bid Number: RFP 040924 Vendor Name: UNITED RENTALS (NORTH AMERICA), INC.

DocuSign Envelope ID: D6BE1087-1CBB-4E9B-A89F-62FC2F428921 by the State of Minnesota; the United States federal government or the Canadian government, as applicable; or any Participating Entity. Vendor certifies and warrants that neither it nor its principals have been convicted of a criminal offense related to the subject matter of this solicitation.

By checking this box I acknowledge that I am bound by the terms of the Proposer’s Affidavit, have the legal authority to submit this Proposal on behalf of the Proposer, and that this electronic acknowledgment has the same legal effect, validity, and enforceability as if I had hand signed the Proposal. This signature will not be denied such legal effect, validity, or enforceability solely because an electronic signature or electronic record was used in its formation. - Craig Schmidt, Vice President National Accounts, United Rentals (North America), Inc.

The Proposer declares that there is an actual or potential Conflict of Interest relating to the preparation of its submission, and/or the Proposer foresees an actual or potential Conflict of Interest in performing the contractual obligations contemplated in the bid.

Yes No
The Bidder acknowledges and agrees that the addendum/addenda below form part of the Bid Document.

Check the box in the column "I have reviewed this addendum" below to acknowledge each of the addenda.

File Name
I have reviewed the
below addendum and
attachments (if
applicable)
Pages
Addendum_4_Rental_Equipment_RFP 040924
Wed March 13 2024 04:42 PM 3
Addendum_3_Rental_Equipment_RFP 040924
Wed February 28 2024 09:59 AM 1
Addendum_2_Rental_Equipment_RFP 040924
Wed February 21 2024 03:00 PM 1
Addendum_1_Rental_Equipment_RFP 040924
Tue February 20 2024 04:03 PM 1
Bid Number: RFP 040924 Vendor Name: UNITED RENTALS (NORTH AMERICA), INC.

DocuSign Envelope ID: D6BE1087-1CBB-4E9B-A89F-62FC2F428921

COUNCIL AGENDA REPORT

TO: Mayor and City Council

FROM: Dennis Smitherman, Interim Director of Recreation and Parks

DATE: March 3, 2026

SUBJECT: Introduction of an Ordinance Amending Ordinance No. 2025 -03, Revising Title 2 and 10 of the Santa Maria Municipal Code

Description:

The City Council will introduce an Ordinance amending Ordinance No. 2025-03.

RECOMMENDATION:

The City Council to:

1. Waive first reading and introduce an Ordinance amending Ordinance No. 2025 - 03, revising Titles 2 and 10 of the Santa Maria Municipal Code to clarify that final approval authority for all recreation fees rests with the City Council; and

2. Confirm the Recreation and Parks Commission’s authority to conduct public hearings and forward recommendations to the City Council; and

3. Set said ordinance for adoption at the next regular City Council meeting.

BACKGROUND:

On June 3, 2025, the City Council approved a standardized methodology for setting recreation program and facility fees. As part of that policy directi on, the City Council authorized the Recreation and Parks Commission to conduct public hearings on proposed recreation fee changes and to forward its recommendations to the City Council for consideration and adoption.

Ordinance No. 2025-03 was subsequently adopted to amend Titles 2 and 10 of the Santa Maria Municipal Code to align the Recreation and Parks Commission’s authority with City Council policy direction. Following adoption, staff and the City Attorney’s Office identified language within the amended code that could be interpreted as allowing the Recreation and Parks Commission to adopt fees prior to City Council approval, which was not consistent with Council intent.

DISCUSSION:
2 The purpose of the amended ordinance is to correct and clarify the Municipal Code to ensure that the City Council retains final approval authority over all recreation fees. The amendment removes language authorizing the Recreation and Parks Commission to adopt fees subject to later Council review and replaces it with lang uage requiring City Council approval, by resolution or ordinance, before any new recreation fee or fee increase may take effect.

The amendment expressly preserves the Recreation and Parks Commission’s authorized role in the fee -setting process, including conducting public hearings on proposed recreation fee changes and providing recommendations to the City Council for consideration and adoption.

Alternative(s)

1. Introduce the amended Ordinance No. 2025-03 as recommended.

2. Take no action and retain the existing Municipal Code language.

Fiscal Considerations
There is no direct fiscal impact associated with the adoption of the amended ordinance.

The action clarifies governance roles and approval authority only and does not establish or modify any specific recreation fees.

ATTACHMENT(S)
A. Ordinance – Amending Ordinance No. 2025-03.

Attachment A

Page 1 of 3 ends

Santa Maria City CouncilMarch 3, 2026

Santa Maria City Council
March 3, 2026