TRAN2330.SR CNG.JK
CITY OF SIMI VALLEY
MEMORANDUM
Augu
st 14, 2023
TO: City
Council
FRO
M: Department of Public Works
SUBJE
CT: AWARD OF CONTRACT TO CREATIVE BUS SALES, INC. FOR THE PURCHASE OF EIGHT (8) COMPRESSED NATURAL GAS (CNG)
REPLACEMENT PARATRANSIT VEHICLES THROUGH CALIFORNIA
ASSOCIATED FOR COORDINATED TRANSPORTATION (CALACT)/
MORONGO BASIN TRANSIT AUTHORITY (MBTA) COOPERATIVE
PURCHASING AGREEMENT, AND AUTH ORIZATION FOR THE CITY
MANAGER TO EXECUTE RELATED PURCHASING DOCUMENTS ,
CP75000010
STAFF RECOMMENDATION
It i
s recommended that the City Council:
1. Awar
d the attached cooperative contract (page 10) to Creative Bus Sales, Inc. for the purchase of eight (8) CNG replacement paratransit vehicles through CALACT/MBTA Contract No. 20-01 CBS, for a total not-to-exceed amount of $1,451,374.16; and
2. Auth
orize the City Manager to execute related purchasing documents.
BACKGROUND AND OVERVIEW
In F
Y 2021-22, Simi Valley Transit (SVT) secured $2,761,258 in grant funding for the replacement of twelve (12) CNG paratransit vehicles from the Federal Congestion Mitigation Air Quality (CMAQ) and Transportation Development Act (TDA) fund. The associated capital outlay was budgeted in the City’s Transit budget: $2,760,000 in FY 2021-22 and $1,258 in FY 2022-23.
In ac
cordance with Federal Transportation Administration (FTA) regulations, the City’s existing twelve (12) SVT paratransit vehicles have reached the end of their useful service life of seven ( 7) years and/or 200,000 miles. To enhance system efficiency and sustainability, SVT desire s to purchase eight (8) CNG replacement paratransit vehicles . SVT is further researching the pilot transitioning of the remaining four (4) CNG to electric paratransit minivans.
AGENDA I
TEM NO.
Consent (1)
TRAN2330.SR CNG.JK
FINDINGS AND ALTERNATIVES
As a member of CALACT, SVT utilizes the CALACT/MBTA Contract No. 20- 01CBS to purchase eight (8) CNG replacement paratransit vehicles with Creative Bus Sales, Inc.
The Cooperative provides a Federal and California State compliant purchasing solutions that allows the City to select the vehicles that best meet its transit needs. The City’s Purchasing Ordinance Section 2- 9.201 (f) authorizes using the cooperative purchasing method such as CALACT/MBTA, recognizing the efficiency in staff time and the very competitive pricing usually available. SVT scrutinized the available necessary features to improve City’s Americans with Disabilities Act (ADA) / Dial-A- Ride (DAR) para transit service and has received Creative Bus Sales, Inc. Best and Final Offer (BAFO) for the eight (8) CNG paratransit vehicles for a total of $1,451,374.16 ($181,421.77 per unit). The proposed delivery date will be within 9 to 12 months from the award of the contract. In addition, S
VT received the Assignment to Purchase Agreement #20-01-0875 (Contract, Exhibit B, page 179) from CALACT June 28, 2023 that can be exercis ed at any time on or before September 9, 2023. Th is purchase is 100% funded by non-General Fund revenues.
Staff recommends that the City Council award the attached contract to Creative Bus Sales, Inc. for a total not-to-exceed amount of $1,451,374.16 for the purchase of eight (8) Starcraft Class C CNG paratransit vehicles through CALACT/MBTA Contract No. 20-0 1 CBS, and authorize the City Manager to execute related purchasing documents.
The following alternatives are available to the City Council:
1. Award the attached cooperative contract to Creative Bus Sales, Inc. for a total not- to-exceed amount of $1,451,374.16 for the purchase of eight (8) CNG replacement paratransit vehicles through CALACT/MBTA Contract No. 20-01CBS; and
2. Authorize the City Manager to execute related purchasing documents;
3. Do not award a contract at this time and provide staff further direction.
Staff recommends Alternative Nos. 1 and 2.
SUGGESTED CITY COUNCIL MOTION
I move to award a cooperative contract to Creative Bus Sales , Inc. for the purchase of eight (8) CNG replacement paratransit vehicles for a total not -to-exceed amount of $1,451,374.16 and further authorize the City Manager to execute related purchasing documents.
2 TRAN2330.SR CNG.JK
SUMMARY
SVT has
combined FY 2021-22 and FY 2022-23 budget authority of $2,761,258 funded by CMAQ and TDA for the purchase of twelve (12) CNG replacement paratransit vehicles.
All existing paratransit vehicles have reached their useful life. SVT utilized CALACT/MBTA Contract No. 20- 01 CBS and received the Assignment to Purchase Agreement #20-01-0875 for eight (8) Starcraft Class C CNG paratransit vehicles.
It is
recommended that the City Council approve the attached contract with Creative Bus Sales, Inc. for the purchase of eight (8) Starcraft Class C CNG paratransit vehicles for a total not -to-exceed amount of $1,451,374.16 and further authori ze City Manager to execute related purchasing documents.
___________
_________________________
Ronald K. Fuchiwaki
Public Works Director
Prepare
d by: Gian Maria Garcia, Management Assistant
INDEX Page
Contrac
t .............................................................................................. 4 Exhibit A - MBTA Contract...........................................................10 Exhibit B - Assignment to Purchase Agreement........................ 179 Exhibit C - Creative Bus Sales Quote...........................................183 3 TRAN2320.CON CNG.JK
CONTRACT BETWEEN THE CITY OF SIMI VALLEY AND
CREATIVE BUS SALES, INC. FOR THE PURCHA SE OF
EIGHT (8) STARCRAFT CLASS C COMPRESSED
NATURAL GAS (CNG) PARATRANSIT VEHICLES
THROUGH CALACT/MBTA COOPERATIVE PURCHASING
AGREEMENT, CP7500010, FAIN: CA-2022-077-00
THIS CONTRACT is made and entered into in the City of Simi Valley on this 14
th day of August 2023 (the “Effective Date”), by and between the CITY OF SIMI VALLEY, a municipal corporation, hereinafter referred to as CITY, and CREATIVE BUS SALES, INC., an S corporation, hereinafter referred to as CONTRACTOR , each a “Party,” and collectively, “Parties”.
RECITALS
WHEREAS, the CITY wishes to purchase eight (8) Starcraft Class C CNG paratransit vehicles; and
WHEREAS, CONTRACTOR has a valid contract with another
governmental agency (California Association for Coordinated Transportation/Morongo Basin Transit Authorization (CALACT/MBTA); Contract No. 20- 01 CBS) under which CONTRACTOR provides S tarcraft Class C CNG paratransit vehicles (the “Cooperative Contract”);
WHEREAS, the CITY i s a member in good standing with CALACT and is eligible under the Federal Transit Administration (FTA) procurement requirements to participate;
WHEREAS, the FTA has found the Cooperative Contract and the subsequent contract with CONTRACTOR eligible for federal participation and compliant with Buy America Pre-Award requirements;
WHEREAS, the CITY is held to the total and delivery dates contained within the CONTRACTOR’s quote dated June 20, 2023; and
WHEREAS, on June 28, 2023, the CITY received an assignment of eight (8) options to purchase transit vehicles from the Cooperative Contract per Assignment to Purchase Agreement #20-01-0875.
NOW, THEREFORE, in consideration of their mutual promises, obligations and covenants hereinafter contained, the Parties hereto agree as follows:
AGREEMENT
1. Term. The term of this CONTRACT shall be from the date this CONTRACT is made and entered as first written above, until completion of all of the CONTRACTOR’S obligations under this CONTRACT and its accompanying exhibits, but in any event no longer than 550 days from the Effective Date. 4 TRAN2320.CON CNG.JK
2. Description of Supplies, Equipment, Materials, or Services. This CONTRACT is for the purchase of eight (8) Starcraft Class C CNG paratransit vehicles.
CONTRACTOR agrees to supply the item(s) more specifically set forth in the Cooperative Contract No. 20- 01 CBS attached hereto and inc orporated herein as Exhibit “A” as authorized by the Assignment to Purchase Agreement #20-01-0875 attached hereto and incorporated herein as Exhibit “B.”
3. Compensation and Payment.
A. The CITY shall be obligated to pay CONTRACTOR based
upon the unit and/or lump sum prices supplied by CONTRACTOR, multiplied by the actual CITY-authorized quantities received and accepted by CITY; as contained in the Quote attached hereto and incorporated herein as Exhibit “C.”
B. Payments to the CONTRACTOR shall be made within 30
days after receipt of an original invoice from the CONTRACTOR and acceptance of the goods and/or services by CITY.
C. In no event shall the total amount paid for this CONTRACT exceed $1,451,374.16
(the “Not-To-Exceed Limit”) unless otherwise agreed to by the Parties in writing.
4. CONTRACTOR Representations and Obligations.
A. CONTRACTOR shall perform a s requ ired by this
CONTRACT. CONTRACTOR also warrants on behalf of itself and all subcontractors engaged for the performance of this CONTRACT that only persons authorized to work in the United States pursuant to the Immigration Reform and Control Act of 1986 and other applicable laws shall be employed in the performance of the work hereunder.
B. CONTRACTOR shall obey all Federal, State, local, and special district laws, ordinances, and regulations.
C. CONTRACTOR shall indemnify, defend, and hold CITY
harmless from any claim that prevailing wages should have been paid pursuant to this CONTRACT, including federal prevailing wage requirements under the Davis-Bacon Act, if applicable and shall be liable for the payment of same and any penalties thereon.
D. CONTRACTOR shall abide by the CITY’S Business Tax
Ordinance, of which proof of payment must be obtained prior to performance of this CONTRACT. CONTRACTOR shall maintain a valid Business Tax Certificate for the term of the CONTRACT.
5. Audit
.
A. At any time during normal business hours and as often as the CITY may reasonably deem necessary, CONTRACTOR shall make available to CITY for inspection its records pertaining to this CONTRACT. CONTRACTOR shall permit CITY to audit, examine and/or reproduce such records. CONTRACTOR will retain such 5 TRAN2320.CON CNG.JK
financial records, time sheets, work progress reports, invoices, bills and project records for at least three (3) years after termination or final payment under this CONTRACT. This paragraph shall survive for three (3) years after termination of this CONTRACT.
B. CITY shall have the option of inspecting and/or auditing all records and other written materials used by CONTRACTOR in preparing its statements to CITY as a condition precedent to any payment to CONTRACTOR.
6. Hold Harmless and Indemnification; Insurance
. CONTRACTOR
shall defend, indemnify, and hold harmless CITY, its agents, officials, officers, representatives, and employees, from and against all claims, lawsuits, liabilities or damages of whatever nature arising out of or in connection with, or relating in any manner to any act or omission of CONTRACTOR, its agents, employees, and subcontractors, and employees thereof, pursuant to the performance or non-performance of this CONTRACT.
The CONTRACTOR shall tho roughly investigate any and all claims and indemnify the CITY and do whatever is necessary to protect the CITY, its agents, officials, officers, representatives, and employees as to any such claims, lawsuits, liabilities, expenses, or damages arising out of this CONTRACT. The CONTRACTOR must select an attorney acceptable to the CITY who will defend such proceeding and the CITY will control any litigation thereof. Such approval by the CITY will not be unreasonably withheld. This paragraph shall survive the termination of this CONTRACT.
Insurance
: The City shall be included as an Additional Insured in the automobile and liability insurance policies and endorsements of the CONTRACTOR as required by SP 16 of the CALACT/MBTA Contract No. 20- 01 CBS (Exhibit A, RFP page 54-55).
7. Amendments
. Any amendment, modification, or variation from the
terms of this CONTRACT shall be in writing and shall be effective only upon mutual written approval by the City Manager and CONTRACTOR.
8. Anti-Discrimination
. In the performance of the terms of this
CONTRACT, CONTRACTOR shall not engage in, nor permit subcontractors to engage in, discrimination in employment of persons because of the age, race, color, religious creed, sex, sexual orientation, national origin, ancestry, physical disability, mental disability, medical condition, or marital status of such persons. Violation of this provision may result in the imposition of penalties referred to in Labor Code Section 1735.
9. Termination. If, during the term of this CONTRACT, CITY determines that CONTRACTOR is not faithfully abiding by any term or condition contained herein, CITY may notify CONTRACTOR in writing of such defect or failure to perform. The notice must give to the CONTRACTOR a ten (10) day period of time thereafter in which to perform the work or cure the deficiency. If CONTRACTOR has not performed the work or cured said deficiency within the ten (10) days specified in the notice, such failure shall constitute a breach of this CONTRACT, and CITY may terminate this CONTRACT immediately by written notice to C ONTRACTOR. Thereafter, neither Party shall have any further duties, obligations, responsibilities, or rights under this CONTRACT except, however, any and all obligations of CONTRACTOR'S surety shall remain in full force and effect and shall not be extinguished, reduced, or in any manner 6 TRAN2320.CON CNG.JK
waived by the termination hereof. In such event, CONTRACTOR shall be entitled to the reasonable value of its services pursuant to the applicable price or rate schedules in this CONTRACT (but in any event not to exceed the Not -To-Exceed Limit) performed from the beginning of the period in which the breach occurs up to the day it received CITY'S Notice of Termination, minus any damages, including liquidated damages if so provided herein, occasioned by such breach. CITY reserves the right to delay any such payment until completion or confirmed abandonment of the project, as may be determined in the CITY'S sole discretion, so as to permit a full and complete accounting of costs. In no event, however, shall CONTRACTOR be entitled to receive in exc ess of the Not -To- Exceed Limit.
10. Complete CONTRACT; Order of Precedence
. This CONTRACT
and its accompanying exhibits shall constitute the complete CONTRACT between the Parties hereto. No verbal agreement, understanding, or representation not reduced to writing and specifically incorporated herein shall be of any force or effect, nor shall any such verbal agreement, understanding, or repr esentation be binding upon the Parties hereto. In interpreting this CONTRACT, this CONTRACT shall take precedence over the Cooperative Contract.
11. Time of Performance. Time is of the essence in this CONTRACT.
12. Successors and Assigns. The terms hereof shall be binding upon and inure to the benefit of the successors and assigns of the Parties hereto; provided, however, that no Party hereto shall assign any of the benefits and burdens hereunder, whether voluntarily or by operation of law, without the prior written consent of the other Party, and any such assignment without said consent shall be void.
13. Authority to Execute Contract. Both CITY and CONTRACTOR do covenant that each individual executing this CONTRACT on behalf of each Party is a person duly authorized and empowered to execute contracts for such Party.
14. Liquidated Damages. In the event CONTRACTOR does not meet the delivery date specified herein this CONTRACT, the CONTRACT amount shall be reduced by $50.00 per business day as defined in SP 12 of the CALACT/MBTA Contract No. 20-01 CBS (Exhibit A, RFP page 53). As a delay in delivery of the specified items could materially affect the public and the efficient operation of the CITY to an extent incapable of precise calculation at the inception hereof, the reduction is established as the nearest measure of damages for such delay and is not established as a penalty or forfeiture for the breach of CONTRACT to be delivered on schedule. Such reduction may be invoked if delivery exceeds the specified timeline(s) for any reason.
15. FTA Requirements
. CONTRACTOR shall comply with all FTA
requirements as defined in Section 5 of the CALACT/MBTA Contract No. 20- 01 CBS (Exhibit A, RFP pages 57-66).
16. Jurisdiction and Venue . Jurisdiction is in an appropriate court in the State of California and venue lies in Ventura County, and the Parties do not consent to arbitration. In the event of any dispute, each Party shall bear its own fees and costs 7 TRAN2320.CON CNG.JK
(including attorneys’ fees). This CONTRACT shall be governed by California law, without regard to conflict of law principles.
17. Non-Appropriation of Funds
. Payments due and payable to
CONTRACTOR for current goods and/or services are within the current budget and within an available, unexhausted and unencumbered appropriation of CITY. In the event CITY has not appropriated sufficient funds for payment of goods and/or services beyond the current fiscal year, this CONTRACT shall cover only those costs incurred up to the conclusion of the current fiscal year.
18. Taxpayer Identification Number . CONTRACTOR shall provide CITY with a complete Request for Taxpayer Identification Number and Certification, form W-9 (latest revision), as issued by the Internal Revenue Service.
19. Permits and Licenses . CONTRACTOR, at its sole cost and expense, shall obtain and maintain during the term of this CONTRACT, all appropriate permits, licenses, and certificates that may be required in connection with the performance of this CONTRACT.
20. Waivers. The waiver by one Party of any term or condition of this CONTRACT, or any breach thereof, shall not be construed to be a general waiver by said Party or as a waiver of any other term or breach.
21. Notices. All written notices required by, or related to this CONTRACT shall be sent by Certified Mail, Return Receipt Requested, postage prepaid and addressed as listed below. Neither Party to this CONTRACT shall refuse to accept such mail; the Parties to this CONTRACT s hall promptly inform the other Party of any change of address. All notices required by this CONTRACT are effective on the day of receipt, unless otherwise indicated herein. The mailing address of each Party to this CONTRACT is as follows:
CITY City of Simi Valley
2929 Tapo Canyon Road
Simi Valley, CA 93063
Attn: Ben Gonzales
Deputy Public Works Director (Transit)
CONTRACTOR Creative Bus Sales, Inc.
14740 Ramona Avenue
Chino Hills, CA 91710
Attn: Steve Chung
Regional VP Public Sector Sales - West
8 TRAN2320.CON CNG.JK
IN WITNESS WHEREOF, the Parties hereto have caused this instrument to be executed as of the Effective Date.
Attest: City of Simi Valley, A Municipal Corporation
By:
Lucy Blanco, City Clerk Fred D. Thomas, Mayor of the City of Simi Valley, California
Approved as to Form: Creative Bus Sales, Inc.
By:
David L. Caceres, City Attorney
Print Name:
Approved as to Content: Title:
By:
Brian Paul Gabler, City Manager
Print Name:
Title:
Johanna Medrano,
Deputy Administration Services Director/
Budget & Purchasing
Ronald K. Fuchiwaki
Public Works Director
9 TRAN2320.CON CNG.JK
EXHIBIT “A”
CAL
ACT/MBTA CONTRACT NO. 20-01-CBS
CONT
RACT BETWEEN THE CITY OF SIMI VALLEY AND
CREATIVE BUS SALES, INC. FOR THE PURCHASE OF
EIGHT (8) STARCRAFT CLASS C COMPRESSED
NATURAL GAS (CNG) PARATRANSIT VEHICLES
THROUGH CALACT/MBTA COOPERATIVE PURCHASING,
CP7500010, FAIN: CA-2022-077-00
10 10
EXHIBIT A – CALACT/MBTA Contract No. 20-01 CBS
11 11
EXHIBIT A – CALACT/MBTA Contract No. 20-01 CBS
12 12
EXHIBIT A – CALACT/MBTA Contract No. 20-01 CBS
13 13
EXHIBIT A – CALACT/MBTA Contract No. 20-01 CBS
14 14
EXHIBIT A – CALACT/MBTA Contract No. 20-01 CBS
15 15
EXHIBIT A – CALACT/MBTA Contract No. 20-01 CBS
16 16
Manufacturer Starcraft 2024 Chassis Pricing Note-Glaval, StarCraft and StarTrans buses are substantially identical vehicles sharing the same Altoona tests, Buy America data and design. effective 02062023 For more information and a report outlining the similarities and differences between the models, please contact CalACT-MBTA.
Model Allstar unless noted otherwise
Class A (Ford E350) No Bid
8 min psgr, 138" wb Class B-Propane (Ford E450) $94,991.00 125637 41 Gallon Class A (Ford Transit T350) No Bid 12 min psgr, 158" wb $97,417.00 128063 64 Gallon 8 min psgr, 137" wb
Class B (Ford E350) 76113 101735
12 min psgr, 158" wb Class C-Propane (Ford E450) $97,874.00 129404 41 Gallon Class B (Ford E450) 77529 103175 16 psgr (rear lift), 176-190" wb $100,300.00 131830 64 Gallon 12 min psgr, 158" wb
Class B-CNG (Ford E450) 100196 130843
12 min psgr, 158" wb
Class C (Ford E450) 80412 106942
16 psgr (rear lift), 176-190" wb
Class C -CNG (Ford E450) 103079 134610
16 psgr (rear lift), 176-190" wb
Optional Features Revised Revised
1 Freedman Foldaway Seat (double) 1365 2070 64 Telma Driveline Brake Retarder 8,910 9,355 138 Luminator AHD 4 camera (Apollo) $6,600 6522 2 34"-36" Freedman Flip Seat (featherweight) 1045 1670 65 AWD for Class A-T350 4,850 Quote 139 Luminator AHD 8 camera (Apollo) $15,600 7990 3 17"-18" Freedman Flip Seat (featherweight) 690 995 66 Mor-RYD Suspension 1,010 1,140 140 Freedman Sport 2 Dr Seat (credit) Std Std 4 Go-ES Single Seat 735 800 67 Mor-RYD Suspension RSX 2,900 3,393 140 Freedman Seatlink head unit + install $1,130 1325 5 Go-ES Double Seat 1170 1290 68 Liquidspring Suspension 9,500 12,240 141 Freedman Seatlink per seat $365 425 6 Go-ES Double Foldaway Seat 1830 1930 69 Reyco Granning Air Suspension Quote 11,400 7 Go-ES Double Flip Seat 1330 1660 70 RoadSpeed Limiter 1,065 1,210 8 Freedman ICS Child Seat 1545 1990 71 Intermotive Automatic Stop/Start System 1,110 655 9 Credit for seat delete -120 -120 72 Intermotive Idle Lock System 260 300 10 Recaro SHS Drivers Seat (If not standard) 505 1185 73 Intermotive Engine Monitoring and Shutdown 870 1,100 11 Recaro LX-S 505 1185 74 Intermotive Park Crank Only Module 160 150 12 USSC G2 E Drivers Seat (If not standard) 505 1185 75 Intermotive Pre-Trip Module 660 740 13 Freedman Sport 2 Drivers Seat (if not standard) Std Std 76 Intermotive Break Out Box (Multi Access Hub) Standard Std 14 ADNIK Power Seat Base 755 585 77 Cruise Control Std Quote 15 OEM DriversSeat -500 N/A 78 Spare tire additional (loose, full size, match OEM) 400 420 16 Freedman Docket 90 cloth (per seat) 60 75 79 Sportworks bike rack (black 2 bike) 2,500 2,625 17 Freedman "Priority Vinyl" per seat 60 75 80 Sportworks bike rack (Stainless 2 Bike) 3,100 3,255 18 Freedman Child Seat Tether 90 135 81 Velvac Power Mirror 150 Quote 19 Freedman Graffiti Back Seat Covers 70 95 82 CrossOver Mirror 120 130 20 USB charging ports (per seat, mounted under seat) 75 125 83 Manual Exterior Mirrors <Credit> -100 Quote 21 Freedman SneezeGuard (Per Seat) 80 150 84 Roof Vent 285 310 22 Freedman Grab rail Cover (per) 50 50 85 HELP Bumper - Front 1,060 1,115 23 Freedman Seat bands and Triangles (per) 100 120 86 Rear Tow Hooks 80 85 24 DryVGard Drivers Shield 1600 Quote 87 Locking rear door w/alarm 460 485 25 Raised Flat Floor - (3 Step Entry) 505 530 88 Removable diamond floor access plate 60 65 26 Raised Flat Floor - (West Coast Style) 1/2 Step Behind Driver 505 530 89 Locking fuel door 150 160 27 Thermal Window Film/Covering 150 250 90 Armored Marker lights and side turn signal 75 100 28 Additional Mobility Aid position 8100's (w/tie downs) 505 705 91 Dialight Exterior LED 800 1,055 29 Additional Mobility Aid position 8300's (w/tie downs) 530 745 92 Dialight Interior LED 525 800 30 Additional Mobility Aid position 360's (w/tie downs) 775 1080 93 Additional Battery 350 400 31 Qstraint Deluxe (8100) credit per set of 4 -100 -100 94 Stepwell Battery Tray 450 495 32 Qstraint Max (8300) credit per set of 4 -100 -100 95 Farebox rail/prewire 165 182 33 Qstraint Qube 1600 1920 96 Onspot tire chains 4,380 4,600 34 Qstraint InQline 2880 3600 97 Freedman Seatlink
35 AMF Silver Protektor price or credit per set of 4 Quote Quote 98 Amerex Fire Suppression 3,005 3,155 36 AMF Platinum price or credit per set of 4 Quote Quote 99 Amerex Fire Suppression w/Methane Detection 6,600 7,155 37 Full Length Track (Floor) (Per Foot) 30 30 100 Kidde Automatic Fire Supression w/Methane 8,000 8,800 38 Full Length Track (Sidewall) (Per Foot) 30 30 101 Fogmaker fire suppresion 6,640 6,640 39 Standard Track <Credit> If Full Length Track Ordered -10 -10 102 Rear Backup Camera and Monitor STD Std 40 Braun NCL 1000 (1k lbs capacity lift) 800 800 103 Rearview Mirror Mounted Turn Camera 875 875 41 Ricon S 5005 - (Note: Check Buy America Compliance) 1100 Quote 104 Surveillance System Camera Prewire - (Only) Quote Quote 42 Lift Pad Cover 350 300 105 Safe Fleet - 4 Camera (1T, Wifi) Seon/Mobileview 4,520 5,275 43 Rubber Floor <Credit> Quote Quote 106 Safe Fleet - 6 Camera (2T, Wifi Seon/Mobileview) 6,875 7,370 44 Gerflor/Tarabus floor 0 0 107 Safe Fleet - 8 Camera (2T, Wifi Seon/Mobileview) 9,500 10,055 45 Ad rails (interior, both sides) 250 400 108 Safe Fleet - (4T Storage Upgrade) (Seon/Mobileview) 500 500 46 Hand straps (each) 40 50 109 Safe Fleet - InView 360HD 9 (Seon/Mobileview) 3,665 3,665 47 2-Way radio prep 80 170 110 REI - 4 Camera Surveillance (2T DVR) 4,200 5,265 48 REI PA system (4 interior, 1 exterior ADA sokr) 395 460 111 REI - 6 Camera Surveillance (2T DVR) 5,450 5,725 49 Gooseneck microphone w footswitch 160 200 112 REI - 8 Camera Surveillance (2T DVR) 6,000 5,985 50 Thermo King - SA 800 7500 7470 113 Transign Electric Roller Curtain Sign (Front/Side) 3,525 3,650 51 Thermo King - Roof Top Condenser for SA 800 System 1115 1115 114 Transign Electronic Signs (Front/Side) 4,345 5,482 52 Thermo King SLR - 65 (Roof Top System) 7395 7365 115 Transign Electronic Rear Route Number Sign 1,500 1,750 53 Thermo King SLR - 75 (Roof Top System) 7460 7430 116 Stop Request System (w/ sign) 750 1,000 54 Thermo King A/C Oil Seperator 675 Included 117 Hanover Front and Side Destination Signs 5,530 6,040 55 Transair 77 / #16 Hose 108k BTU 2825 2795 118 Hanover Rear Sign 1,940 2,200 56 Transair TA77R90 (Super 13 90k) Roof Top System 4240 4210 119 Hanover Stop Announcement Quote Quote 57 Transair FM100 108k BTU (Flush Mount) 5015 4985 120 Twin Vision Front and Side LED Dest sign (Mobilite) 4,345 5,240 58 Transair RT60 75k BTU (Roof Mount) 8745 8715 121 Twin Vision Front and Side LED Dest sign (Full Size) 6,600 9,445 59 Transair RT96 114k BTU (Roof Mount) 10230 10200 122 Twin Vision Rear Sign 1,620 1,750 60 ProAir 13HD - 80k BTU 1280 N/A 123 Delivery Zone 1 605 800 61 ProAir 73HD - 90k BTU 1980 N/A 124 Delivery Zone 2 605 800 62 ProAir 913HD-21 105k BTU 2445 N/A 125 Delivery Zone 3 880 1,150 63 ProAir RTS 7 Roof Top - 75k BTU 4330 N/A 126 Delivery Zone 4 605 800 127 Delivery Zone 5 880 1,150
128 Diamond Farebox NV 1,560 2,000
129 Diamond Farebox XV 1,710 2,200
130 Diamond Farebox SV 1,895 2,400
131 Diamond Farebox RV 1,940 2,500
132 CNG Upgrade to 39 GGE 3,600 5,000
133 Bike Rack for A-T350 (2 bikes, black) Quote 2,625
134 Gerflor "Printed Digital Safety message" 125 Quote
135 Intermotive Brake Max Controller 370 445
136 Intermotive FlexSpeak 2,790 Quote
137 Qstraint Postural Belt (6327Y) 75 70
EXHIBIT A – CALACT/MBTA Contract No. 20-01 CBS
17 17
EXHIBIT A – CALACT/MBTA Contract No. 20-01 CBS
1 MORONGO BASIN TRANSIT AUTHORITY
Request for Proposal
Joint Procurement for
Accessible Transit/Paratransit Vehicles
On behalf of the California Association for Coordinated Transportation (CalACT) Member Agencies
RFP No. 20-01 Rev. 9 FINAL (ICE)
July 14, 2021
18 18
EXHIBIT A – CALACT/MBTA Contract No. 20-01 CBS
2 Contents
SECTION 1: NOTICE OF REQUEST FOR PROPOSALS .................................................................... 7 NR 1. Purpose of the Procurement and Period of Performance ........................................................
NR 2. Description of the Work to be Done .......................................................................................
NR 3. Proposal Due Date and Submittal Requirements ....................................................................
NR 4. Validity of Proposals ...............................................................................................................
NR 5. Pre-Proposal Meeting Information ..........................................................................................
SECTION 2: INSTRUCTIONS TO PROPOSERS .............................................................................. 10 IP 1. Estimated Quantities..................................................................................................................
IP 2. Proposed Schedule for the Procurement ...................................................................................
IP 3. Obtaining Proposal Documents .................................................................................................
IP 4. Proposal Security Requirements – None ...................................................................................
IP 5. Pre-Proposal Meeting/Information for Proposers .....................................................................
IP 6. Questions, Clarifications and Omissions...................................................................................
IP 7. Addenda to RFP ........................................................................................................................
IP 8. DBE Requirements for Transit Vehicle Manufacturers ............................................................
IP 9. Conditions, Exceptions, Reservations or Understandings.........................................................
IP 10. Protest Procedures ...................................................................................................................
IP 10.1 Address ............................................................................................................................
IP 10.2 Pre-Proposal Protests .......................................................................................................
IP 10.3 Protests on the Recommended Award.............................................................................
IP 10.4 FTA Review ....................................................................................................................
IP 11. Preparation of Proposals ..........................................................................................................
IP 11.1 Use of Proposal Forms ....................................................................................................
IP 11.2 Alternate and Multiple Proposals ....................................................................................
IP 11.3 Proposal Format Requirements .......................................................................................
IP 11.4 Agency Treatment of Proprietary/Confidential Information ...........................................
IP 11.5 Signing of Proposal Forms ..............................................................................................
IP 11.6 Modification or Withdrawal of Proposals .......................................................................
IP 11.7 Cost of Proposal Development ........................................................................................
IP 12. Proposal Evaluation, Negotiation and Selection .....................................................................
IP 12.1 Confidentiality of Proposals ............................................................................................
IP 12.2 Duration of the Validity of Proposals..............................................................................
IP 12.3 Evaluation Committee .....................................................................................................
IP 12.4 Proposal Selection Process ..............................................................................................
IP 12.5 Evaluation Procedures .....................................................................................................
IP 12.6 Evaluations of Competitive Proposals ............................................................................
IP 13. Response to Proposals .............................................................................................................
IP 13.1 Single Proposal Response ...............................................................................................
IP 13.2 Availability of Funds .......................................................................................................
IP 13.3 Agency Contract Approval Process ................................................................................
IP 13.4 Agency Rights .................................................................................................................
IP 13.5 Execution of Contract ......................................................................................................
IP 14. Conflicts of Interests and Gratuities ........................................................................................ 19 19
EXHIBIT A – CALACT/MBTA Contract No. 20-01 CBS
3 IP 15. Agency-Specific Provisions ....................................................................................................
IP 15.1 Purpose of the Solicitation ..............................................................................................
IP 15.2 Roles of the Parties for this Solicitation ..........................................................................
SECTION 3: GENERAL CONDITIONS ............................................................................................... 29 GC 1. Definitions ...............................................................................................................................
GC 2. Materials and Workmanship ...................................................................................................
GC 3. Conformance with Specifications and Drawings ....................................................................
GC 4. Inspection, Testing and Acceptance ........................................................................................
GC 4.1 General ............................................................................................................................
GC 4.2 Risk of Loss .....................................................................................................................
GC 5. Title and Warranty of Title ......................................................................................................
GC 6. Intellectual Property Warranty ................................................................................................
GC 7. Data Rights ..............................................................................................................................
GC 7.1 Proprietary Rights/Rights in Data ...................................................................................
GC 7.2 Access to Onboard Operational Data ..............................................................................
GC 8. Changes ...................................................................................................................................
GC 8.1 Contractor Changes .........................................................................................................
GC 8.2 Agency Changes ..............................................................................................................
GC 9. Legal Clauses ..........................................................................................................................
GC 9.1 Indemnification ...............................................................................................................
GC 9.2 Suspension of Work ........................................................................................................
GC 9.3 Excusable Delays/Force Majeure ....................................................................................
GC 9.4 Termination .....................................................................................................................
GC 9.5 Compliance with Laws and Regulations .........................................................................
GC 9.6 Changes of Law ...............................................................................................................
GC 9.7 Governing Law and Choice of Forum .............................................................................
GC 9.8 Disputes ...........................................................................................................................
GC 9.9 Maintenance of Records; Access by Agency; Right to Audit Records ...........................
GC 9.10 Confidential Information ...............................................................................................
GC 9.11 Conflicts of Interest, Gratuities .....................................................................................
GC 9.12 General Nondiscrimination Clause ...............................................................................
GC 9.13 Amendment and Waiver ................................................................................................
GC 9.14 Remedies not Exclusive ................................................................................................
GC 9.15 Counterparts ..................................................................................................................
GC 9.16 Severability ....................................................................................................................
GC 9.17 Third-Party Beneficiaries ..............................................................................................
GC 9.18 Assignment of Contract .................................................................................................
GC 9.19 Independent Parties .......................................................................................................
GC 9.20 Survival .........................................................................................................................
GC 10. Agency-Specific Provisions - Reserved ................................................................................
SECTION 4: SPECIAL PROVISIONS .................................................................................................. 44 SP 1. Authorization to Use the Procurement .....................................................................................
SP 2. Assignability .............................................................................................................................
SP 3. Period of Performance .............................................................................................................. 20 20
EXHIBIT A – CALACT/MBTA Contract No. 20-01 CBS
4 SP 4. Procurement Fee .......................................................................................................................
SP 5. Pricing.......................................................................................................................................
SP 5.1 Price Protection ................................................................................................................
SP 5.2 Price Validity for the Initial Contract Term .....................................................................
SP 5.3 Vehicle and Optional Feature Pricing for Option Periods................................................
SP 5.4 Prohibitions.......................................................................................................................
SP 5.5 Price Adjustments .............................................................................................................
SP 6. Ordering Procedures .................................................................................................................
SP 7. Inspection, Testing, Acceptance and Repairs ...........................................................................
SP 7.1 First Article Inspection .....................................................................................................
SP 7.2 Pre-Delivery Tests ............................................................................................................
SP 7.3 Service Prior to Delivery ..................................................................................................
SP 7.4 Delivery Inspection, Post-Delivery Tests and Acceptance ..............................................
SP 7.5 Documentation and Deliverables Per Bus Order..............................................................
SP 7.6 Repairs after Non-Acceptance ..........................................................................................
SP 7.7 Orientation with Delivery .................................................................................................
SP 8. Registration of Vehicles ...........................................................................................................
SP 9. Payment ....................................................................................................................................
SP 9.1 Invoices.............................................................................................................................
SP 9.2 Payment of Taxes .............................................................................................................
SP 10. Delivery Schedule ..................................................................................................................
SP 11. Liquidated Damages for Late Delivery of the Bus .................................................................
SP 12. Service and Parts ....................................................................................................................
SP 12.1 Contractor Service and Parts Support.............................................................................
SP 12.2 Parts Availability Guarantee...........................................................................................
SP 13. Federal Motor Vehicle Safety Standards (FMVSS) ...............................................................
SP 14. Motor Vehicle Pollution Requirements ..................................................................................
SP 15. Insurance.................................................................................................................................
SP 16. Buy America Post-Delivery Audit .........................................................................................
SP 17. Interchangeability ...................................................................................................................
SP 18. New Technology ....................................................................................................................
SECTION 5: FEDERAL REQUIREMENTS ........................................................................................ 57 FR 1. Access to Records ....................................................................................................................
FR 1.1 Local Governments ..........................................................................................................
FR 1.2 State Governments ...........................................................................................................
FR 2. Federal Funding, Incorporation of FTA Terms and Federal Changes .....................................
FR 3. Federal Energy Conservation Requirements............................................................................
FR 4. Civil Rights Requirements .......................................................................................................
FR 5. No Government Obligation to Third Parties ............................................................................
FR 6. Program Fraud and False or Fraudulent Statements or Related Acts ......................................
FR 7. Suspension and Debarment ......................................................................................................
FR 8. Disadvantaged Business Enterprise (DBE)..............................................................................
FR 9. Clean Water Requirements ......................................................................................................
FR 10. Clean Air Requirements .........................................................................................................
FR 11. Compliance with Federal Lobbying Policy ........................................................................... 21 21
EXHIBIT A – CALACT/MBTA Contract No. 20-01 CBS
5 FR 12. Buy America ..........................................................................................................................
FR 13. Testing of New Bus Models...................................................................................................
FR 14. Pre-Award and Post-Delivery Audits ....................................................................................
FR 15. Cargo Preference ....................................................................................................................
FR 16. Fly America............................................................................................................................
FR 17. Contract Work Hours and Safety Standards Act ...................................................................
FR 18. ADA Access ...........................................................................................................................
SECTION 6: TECHNICAL SPECIFICATIONS ................................................................................... 67 TS 1. GENERAL ...............................................................................................................................
SECTION 7: WARRANTY REQUIREMENTS ................................................................................... 68 WR 1. Basic Provisions .....................................................................................................................
WR 1.1 Warranty Requirements ..................................................................................................
WR 1.2 Voiding of Warranty.......................................................................................................
WR 1.3 Exceptions and Additions to Warranty...........................................................................
WR 1.4 Fleet Defects ...................................................................................................................
WR 2. Repair Procedures ...................................................................................................................
WR 2.1 Repair Performance ........................................................................................................
WR 2.2 Repairs by the Contractor ...............................................................................................
WR 2.3 Repairs by the Agency....................................................................................................
WR 2.4 Warranty after Replacement/Repairs .............................................................................
WR 2.5 Forms ..............................................................................................................................
WR 2.6 Return of Parts ................................................................................................................
WR 2.7 Timeframe ......................................................................................................................
WR 2.8 Reimbursements .............................................................................................................
SECTION 8: QUALITY ASSURANCE ................................................................................................. 75 QA 1. Contractor’s In-Plant Quality Assurance Requirements .........................................................
QA 1.1 Quality Assurance Organization .....................................................................................
QA 1.2 Quality Assurance Organization Functions ....................................................................
QA 2. Inspection ................................................................................................................................
QA 2.1 Inspection Stations ..........................................................................................................
QA 2.2 Optional Resident Inspectors ..........................................................................................
QA 3. Acceptance Tests .....................................................................................................................
QA 3.1 Responsibility ..................................................................................................................
QA 3.2 Pre-Delivery Tests ...........................................................................................................
QA 4. Agency-Specific Requirements ...............................................................................................
QA 4.1 Pre-Delivery Bus Documentation Package (BDP) .........................................................
SECTION 9: FORMS AND CERTIFICATIONS ................................................................................. 82 CER 1. Proposer’s Checklist ..........................................................................................................
CER 2. Request for Pre-Offer Change or Approved Equal ............................................................
CER 3. Acknowledgement of Addenda..........................................................................................
CER 4. Contractor Service and Parts Support Data .......................................................................
CER 5. Pricing Schedule ................................................................................................................ 22 22
EXHIBIT A – CALACT/MBTA Contract No. 20-01 CBS
6 CER 6. Pre-Award Evaluation Data Form .....................................................................................
CER 7. Federal Certifications and Other Certifications .................................................................
CER 1.1 Buy America Certification ............................................................................................
CER 1.2 Debarment and Suspension Certification for Prospective Contractor ..........................
CER 1.3 Debarment and Suspension Certification (Lower-Tier Covered Transaction) .............
CER 1.4 Non-Collusion Affidavit ...............................................................................................
CER 1.5 Lobbying Certification ..................................................................................................
CER 1.6 Certificate of Compliance with Bus Testing Requirement ...........................................
CER 1.7 DBE Approval Certification .........................................................................................
CER 1.8 Federal Motor Vehicle Safety Standards ......................................................................
CER 1.9 Proposal Form ...............................................................................................................
CER 1.10 Notice of Award ..........................................................................................................
CER 1.11 Vehicle Questionnaire .......................................................................................................
SECTION 10: CONTRACT ................................................................................................................ 103 Attachment 1 - Contract .....................................................................................................................
SECTION 11: APPENDIXES ............................................................................................................. 106 Appendix A-1: A-C Cutaway Specifications ....................................................................................
Appendix A-2 – D Minivan Specifications ................................... Error! Bookmark not defined.
Appendix A-3 – E Large Cutaway Specifications ......................... Error! Bookmark not defined.
Appendix A-4 – G Low Floor Cutaway Specifications ......... ……Error! Bookmark not defined.
Appendix A-5 M Low Floor Rural Medium Duty Vehicle Specifications………………………...
Appendix A-6 P Full Size LF van……………………………………………………………….....
Appendix A-7-T Front engine trolley……………………………………………………………… Appendix A-8 Standard Floor Full Size Van……………………………………………………….
Appendix B: Visual Inspection and Road Test Forms.......................................................................
Appendix C, Participants List (Attached) ..........................................................................................
Appendix D, References ....................................................................................................................
Appendix E, Buy America .................................................................................................................
Appendix F, References ....................................................................................................................
Appendix G, Acronyms…………………………………………………………………………….
Appendix H, References List ……………………………………………………………………… Appendix I, Plant and Service Center Inspection Sheets…………………………………………..
Appendix J, Vehicle Questionnaire………………………………………………………………...
Appendix K, RFA Form……………………………………………………………………………
Appendix A-9 (ZEB Buses-To be added by amendment)
.
23 23
EXHIBIT A – CALACT/MBTA Contract No. 20-01 CBS
Request for Proposal
Issued October 9, 2020
RFP No. 20-01
7 SECTION 1: NOTICE OF REQUEST FOR PROPOSALS
NR 1. Purpose of the Procurement and Period of Performance The purpose of this joint procurement is to procure Accessible Transit/Paratransit Vehicles. The Morongo Basin Transit Authority (“MBTA” or “Agency”) is the lead agency for the solicitation on behalf of the other participants in the joint procurement. These participants are either subrecipients of CalTrans or are members of the California Association for Coordinated Transportation (“CalACT”). The MBTA further reserves the unilateral right to assign vehicles under this procurement to any other public agency, government entity or non-profit organizations performing governmental services under intergovernmental contracting procedures. The agencies that are listed in Appendix C have identified their reasonably expected needs during their respective service planning processes and will have the ability to purchase vehicles for the term of the contract. Following contract award, the California Association for Coordinated Transportation (“CalACT”) shall provide contract administration activities related to the joint procurement. MBTA retains the right to self-assignment and administration of its own and it’s subrecipient acquisitions. The resulting contract may only be modified or amended by written action of MBTA.
The initial period of performance shall be two years. The MBTA shall have the unilateral right to extend the period of performance for three (3) one-year options under the provisions of SP 3.
NR 2. Description of the Work to be Done
The Agency requests Proposals for the manufacture and delivery of accessible transit/paratransit vehicles under the joint procurement in accordance with the terms and conditions set forth in RFP No. 20-01. A single Contract will be executed by MBTA acting on behalf of the all participants. The participating agencies issue individual purchase orders against the basic contract as funding becomes available to the agencies during the life of the contract. The purchase orders would reflect the basic contract unit prices and reference the basic contract for other terms and conditions.
Specifically, the Agency is requesting proposals and pricing for the following types of buses:
Cutaways, Minivans, Large Cutaway vehicles, Low Floor Cutaways, Trolleys and Zero Emission Shuttles. The buses are to be current model year factory production vehicles which are to be titled as new vehicles. The parts used to modify the vehicle for transit use are also 24 24
EXHIBIT A – CALACT/MBTA Contract No. 20-01 CBS
Request for Proposal
Issued October 9, 2020
RFP No. 20-01
8 to be brand new. Proposal due Date and Submittal Requirements Proposals must be received by Due Date/s specified in IP 2
1. Sealed Proposals shall be submitted to following address:
Morongo Basin Transit Authority
62405 Verbena Road
Joshua Tree, California 92252
2. Envelopes or boxes containing Proposals shall be sealed and clearly labeled with the Agency’s Proposal number and the solicitation title: RFP No. 20-01, Joint Procurement for Accessible Transit/Paratransit Vehicles.
3. Proposers are requested to submit to the Agency one hard copy marked “Original,” and eight (8) marked and labeled USB thumb drives, each containing an electronic PDF copy of the Proposal and all required Excel files and Buy America documents. Files are to be formatted to include Optical Character Recognition (OCR) so items can be searched. In case of any discrepancies, the hard copy shall be considered by the Agency in evaluating the Proposal, and the electronic version is provided for the Agency’s administrative convenience only. A Proposal is deemed to be late if it is received by the Agency after the deadline stated above. Proposals received after the submission deadline shall be rejected.
Firms that intend to propose multiple vehicle manufacturer lines may consolidate their electronic responses into eight (8) single high capacity drives provided that the media is labeled with Dealer/Manufacturer name, RFP 20-01” and the electronic files are organized into subfolders with file names by manufacturer and type of file.
Example: Main Folder named “Acme Bus,” containing subfolders for “Acme Class A-C Proposal,” “Acme Class A-C Price Worksheet,” “Acme A-C Class Buy America Worksheet,” “Acme Buy America Cost Documentation,” “Acme Vehicle Information Worksheet” etc.
NR 3. Validity of Proposals
Proposals and subsequent offers shall be valid for a period of two hundred ten (210) days.
NR 4. Pre-Proposal Meeting Information
See IP 5, for meeting details.
Prospective Proposers are requested to submit written questions to the Contract Administrator, identified below, in advance of the Pre-Proposal Meeting. In addition, questions may be submitted up to the date specified in “Proposed Schedule for the Procurement.” Responses shall be shared with all prospective proposers. Prospective Proposers are reminded that any changes to 25 25
EXHIBIT A – CALACT/MBTA Contract No. 20-01 CBS
Request for Proposal
Issued October 9, 2020
RFP No. 20-01
9 the RFP shall be by written addenda only, and nothing stated at the Pre-Proposal Meeting shall change or qualify in any way any of the provisions in the RFP and shall not be binding on the Agency.
Pre-Contract Contracting Officer’s Contact Information:
Name: Mr. Joe Meer
Title: Director of Cooperative Purchasing Programs
Address: 62504 Verbena Road, Joshua Tree, CA 92252
Phone number: 760-285-3479
E-mail: [email protected]
Fax number: 760-366-2445
Identification of Source of Funding
Financial support of this project is provided through financial assistance grants from the Federal Transit Administration (FTA), and/or the State of California, California Department of Transportation (CalTrans) and other sources of local and state public funding.
Signed and Dated for Posting
_________________________________________ ___________________ Signature/Title Date
26 26
EXHIBIT A – CALACT/MBTA Contract No. 20-01 CBS
Request for Proposal
Issued October 9, 2020
RFP No. 20-01
10 SECTION 2: INSTRUCTIONS TO PROPOSERS
IP 1. Background Information
This solicitation is a joint procurement for the manufacture and delivery of accessible transit/paratransit vehicles which may be ordered by CalTrans or its subrecipients and/or members of CalACT that have specifically entered into this joint procurement. Individual orders may include optional features, spare parts, training materials and manuals.
The resulting contract will be an Indefinite Delivery Indefinite Quantity (IDIQ) contract, with specific minimum and maximum quantities for the total number of vehicles to be potentially ordered during the contract period.
The minimum and maximum quantities established for the contract period are:
Base (2 year) Minimum 799
Base (2 year) Maximum 2388
Total (5 year) Minimum 2597
Total (5 year) Maximum 7997
These figures represent the foreseeable needs of the listed Agencies shown on Appendix C.
ONLY these firms shall be able to be order or assign vehicles from this joint procurement.
Neither MBTA, CalACT or any other participant guarantee the purchase of any particular model or configuration of vehicle offered. Because multiple awards are contemplated, no individual vendor receiving an award based on this procurement can be guaranteed a minimum number of sales. Orders shall be placed on an as-needed basis. Should a vendor receive no orders for any of its models or configurations under its collective contracts resulting from this solicitation, MBTA shall provide upon request a contract minimum payment of $100.
IP 2. Proposed Schedule for the Procurement
The following is the solicitation schedule for proposers:
• Pre-Proposal Meeting: Thursday, October 29, 2020, 10 am • Proposer communications and requests: Friday, November 13, 2020 • Responses to Proposer’s communications and/or Agency addenda: Friday, December 18, 2020
• Proposals Due Date: Thursday, March 4, 2021, 5 pm
27 27
EXHIBIT A – CALACT/MBTA Contract No. 20-01 CBS
Request for Proposal
Issued October 9, 2020
RFP No. 20-01
11 IP 3. Obtaining Proposal Documents
Proposal documents may be obtained from Morongo Basin Transit Authority electronically at www. mbtabus.com. Documents requested by mail shall be packaged and sent postage paid.
Documents requested by courier shall be packaged and sent only at the Proposers’ expense.
IP 4. Proposal Security Requirements – None
IP 5. Pre-Proposal Meeting/Information for Proposers
A Pre-Proposal Meeting shall be held electronically on at the time and date specified in IP2.
Prospective Proposers are urged to make every effort to attend this meeting. This meeting is for prospective proposers only, the meeting is not for suppliers or subcontractors. Please contact [email protected] for access to the meeting and identify your attendees.
Prospective Proposers are requested to submit written questions to the Contracting Officer, identified above, in advance of the Pre-Proposal Meeting. In addition, questions may be submitted up to the date specified in “Proposed Schedule for the Procurement.” Responses shall be shared with all prospective Proposers. Prospective Proposers are reminded that any changes to the RFP shall be by written addenda only, and nothing stated at the Pre-Proposal Meeting shall change or qualify in any way any of the provisions in the RFP and shall not be binding on the Agency.
IP 6. Questions, Clarifications and Omissions
All correspondence, communication and contact in regard to any aspect of this solicitation or offers shall be only with the Contracting Officer identified above. Unless otherwise instructed by the Contracting Officer, proposers and their representatives shall not make any contact with or communicate with any member of the Agency, or its employees and consultants, other than the designated Contracting Officer, in regard to any aspect of this solicitation or offers.
At any time during this procurement up to the time specified in “Proposed Schedule for the Procurement,” Proposers may request, in writing, a clarification or interpretation of any aspect, a change to any requirement of the RFP, or any addenda to the RFP. Requests may include suggested substitutes for specified items and for any brand names, which whenever used in this solicitation shall mean the brand name or approved equal. Such written requests shall be made to the Contracting Officer. The Proposer making the request shall be responsible for its proper delivery to the Agency as identified on the form Request for Pre-Offer Change or Approved Equal. Any request for a change to any requirement of the Contract documents must be fully supported with technical data, test results or other pertinent information showing evidence that the exception shall result in a condition equal to or better than that required by the RFP, without a substantial increase in cost or time requirements.
All responses to Request for Pre-Offer Change or Approved Equal shall be provided to all proposers. Any response that is not confirmed by a written addendum shall not be official or binding on the Agency.
28 28
EXHIBIT A – CALACT/MBTA Contract No. 20-01 CBS
Request for Proposal
Issued October 9, 2020
RFP No. 20-01
12 If it should appear to a prospective Proposer that the performance of the Work under the Contract, or any of the matters relating thereto, is not sufficiently described or explained in the RFP or Contract documents, or that any conflict or discrepancy exists between different parts of the Contract or with any federal, state, local or Agency law, ordinance, rule, regulation or other standard or requirement, then the proposer shall submit a written request for clarification to the Agency within the time period specified above.
IP 7. Addenda to RFP
The Agency reserves the right to amend the RFP at any time in accordance with “Proposed Schedule for the Procurement.” Any amendments to the RFP shall be described in written addenda. Notification of or the addenda also shall be distributed to all such prospective Proposers officially known to have received the RFP. Failure of any prospective proposer to receive the notification or addenda shall not relieve the Proposer from any obligation under the RFP therein. All addenda issued shall become part of the RFP. Prospective Proposers shall acknowledge the receipt of each individual addendum in their Proposals on the form Acknowledgement of Addenda. Failure to acknowledge in the Proposal receipt of addenda may at the Agency’s sole option disqualify the Proposal.
If the Agency determines that the addenda may require significant changes in the preparation of Proposals, the deadline for submitting the Proposals may be postponed no less than ten (10) days from the date of issuance of addenda or by the number of days that the Agency determines shall allow Proposers sufficient time to revise their Proposals. Any new Due Date shall be included in the addenda.
IP 8. DBE Requirements for Transit Vehicle Manufacturers Pursuant to Title 49, Code of Federal Regulations, Part 26.49, the Vehicle Manufacturer, as a condition of being authorized to respond to this solicitation, must certify by completing the form DBE Approval Certification that it has submitted a goal to the Federal Transportation Administration (FTA) and it has not been disapproved. In addition, TVMs are to submit to grantees a copy of their FTA approval letter along with the TVM certifications.
IP 9. Conditions, Exceptions, Reservations or Understandings Proposers are cautioned to limit exceptions, conditions and limitations to the provisions of this RFP, as they may be determined to be so fundamental as to cause rejection of the Proposal for not responding to the requirements of the RFP.
IP 10. Protest Procedures
All protests must be in writing, stating the name and address of protestor, a contact person, Contract number and title. Protests shall specify in detail the grounds of the protest and the facts supporting the protest.
IP 10.1 Address
All protests must be addressed as follows:
29 29
EXHIBIT A – CALACT/MBTA Contract No. 20-01 CBS
Request for Proposal
Issued October 9, 2020
RFP No. 20-01
13 • Agency Contact: Mr. Joe Meer
• For U.S. Mail, special delivery or hand delivery:
Morongo Basin Transit Authority
62405 Verbena Road
Joshua Tree, CA 92252
Protests not properly addressed to the address shown above may not be considered by the Agency.
Copies of the Agency’s protest procedures and the protest provisions of FTA Circular 4220.1F or its successor may be obtained from Mr. Joe Meer, General Manager, Morongo Basin Transit Authority, 62405 Verbena Road, Joshua Tree, CA 92252, 760-366-2986. Proposals shall be opened and a Notice of Award shall be issued by the Agency in accordance with the Agency’s protest procedures and the protest provisions of FTA Circular 4220.1F or its successor.
IP 10.2 Pre-Proposal Protests
Pre-Proposal protests are protests based upon the content of the solicitation documents. Three copies of Pre-Proposal protests must be received by the Agency’s office no later than ten (10) calendar days after the RFP is first advertised. Protests shall be considered and either denied or sustained in part or in whole, in writing, in a manner that provides verification of receipt, prior to the Due Date for Proposals. A written decision specifying the grounds for sustaining all or part of or denying the protest shall be transmitted to the protestor prior to the Due Date for Proposals in a manner than provides verification of receipt prior to the Due Date for Proposals. If the protest is sustained, the Proposal Due Date may be postponed and an addendum issued to the solicitation documents or, at the sole discretion of the Agency, the solicitation may be canceled.
If the protest is denied, Proposals shall be received and opened on the scheduled date unless a protest is filed with FTA. See “FTA Review,” below.
IP 10.3 Protests on the Recommended Award
All proposers shall be notified of the recommended award. This notice shall be transmitted to each proposer at the address contained in its Proposal form in a manner that provides verification of receipt. Any Proposer whose Proposal has not lapsed may protest the recommended award on any ground not specified in “Pre-Proposal Protests,” above. Three (3) copies of a full and complete written statement specifying in detail the grounds of the protest and the facts supporting the protest must be received by the Agency at the appropriate address in “Address,” above, no later than fifteen (15) calendar days after the date such notification is received. Prior to the issuing of the Notice of Award, a written decision stating the grounds for allowing or denying the protest shall be transmitted to the protestor and the proposer recommended for award in a manner that provides verification of receipt.
IP 10.4 FTA Review
After such administrative remedies have been exhausted, an interested party may file a protest with the Federal Transit Administration of the U.S. Department of Transportation’s designee, 30 30
EXHIBIT A – CALACT/MBTA Contract No. 20-01 CBS
Request for Proposal
Issued October 9, 2020
RFP No. 20-01
14 The California Department of Rail and Mass Transit (CalTrans) pursuant to the procedures provided in the FTA C 4220.1F or its successor. CalTrans/FTA review is limited to the alleged failure of the Agency to have written protest procedures, the alleged failure of the Agency to follow those procedures, the alleged failure of the Agency to review a protest or the alleged violation of federal law or regulation.
IP 11. Preparation of Proposals
IP 11.1 Use of Proposal Forms
Proposers are advised that the forms contained in this RFP are required to be used for submission of a Proposal.
IP 11.2 Alternate and Multiple Proposals
A Proposer may submit multiple proposals. However, each proposal may only contain information for one vehicle. Proposers are expressly prohibited from submitting a single proposal covering multiple vehicles.
IP 11.3 Proposal Format Requirements
Proposals shall be submitted in four separately sealed packages identified below. In this case, the contents of Package 1, Package 3 and Package 4 may be “combined” into a single package and can be placed in a single binder. 3 ring binders to be used marked with Proposers name, Manufacturer and Line Item bid on cover and spine of folder. Each package shall be marked as specified below and shall contain all of the Proposal documents for which the package is required to be marked and shall include no other documents. Package 2, Price Proposal Requirements, must be submitted separately in a marked sealed package. These same requirements shall apply to any Best and Final Offers (BAFOs) that may be requested.
Package 1: Technical Proposal Requirements
1. Letter of Transmittal
2. Acknowledgement of Addenda – CER 3
3. Contractor Service and Parts Support Data – CER 4. In addition, the Proposer should include a detailed description of support resources available for the proposed vehicles.
Include an overview of available training, parts locations and availability, help lines and service assistance resources proposed.
4. Vehicle Questionnaire – CER 9, Appendix J, Vehicle Questionnaire, Appendix I, Service/Parts Center and Plant Questionnaires, Appendix H, References List, submit Hardcopy and excel sheets.
5. Manufacturing facilities plant layout including a narrative or list of the work being done at each station.
6. Typical delivery schedule from date of order placement
7. Warranty Provisions and Service/Warranty Administration Plan. Each Proposer shall provide the proposed warranty for their vehicle and the major components. This information shall be submitted on the form provided for this purpose. In addition, the 31 31
EXHIBIT A – CALACT/MBTA Contract No. 20-01 CBS
Request for Proposal
Issued October 9, 2020
RFP No. 20-01
15 Proposer is to be submit a narrative on how warranties shall be handled, the forms, the process, etc.
8. Quality Assurance Procedures
Package 2: Price Proposal Requirements
Each Price Proposal shall be on the prescribed Proposal form(s) and shall be for the entire Contract, including all Proposal items.
1. Letter of Transmittal
2. Price Worksheet (including but not limited to such pricing elements as optional bus features). Note: Subject to the provisions of SP 4, Pricing, the selected Contractors shall agree to sell vehicle(s), including proposed optional equipment, at the same price and under the terms and conditions of this Agreement from the time of contract award to the expiration of the initial contract term. Contractors are prohibited from offering any parts credits, rebates, etc. following Contract award. Pricing is to be proposed on a pre-tax basis. Taxes applicable to the purchaser shall be paid as a pass-through cost, without mark-up or additional fee.
The Proposer is required to complete and execute the Agency’s Pricing Schedule, contained as part of the Proposal documents, and provide same in the Price Proposal. The Contractor shall be responsible for making tax payments on a timely basis, subject to reimbursement as noted above.
The Contractor shall be liable for payment of all local taxes applicable to the complete bus as delivered and should add these amounts to the Proposal price.
Package 3: Qualification Package Requirements
1. Pre-Award Evaluation Data Form - CER 6
2. If the Proposer is not the vehicle manufacturer, the Proposal must include a confirmation from the vehicle manufacturer that the Proposer is a bona-fide authorized factory dealer for the manufacturer of the vehicle.
3. A copy of the three (3) most recent financial statements of the Proposer audited by an independent third party. Statement of Current Financial Condition.
4. Letter(s) for insurance, indicating the manufacturer and/or the Contractor’s ability to obtain the insurance coverage in accordance with the RFP requirements
5. Proposal Form – CER 1.9
6. All Federal certifications: Buy America Certification, Debarment and Suspension Certification for Prospective Contractor, Debarment and Suspension Certification (Lower-Tier Covered Transaction), Non-Collusion Affidavit, Lobbying Certification, Certificate of Compliance with Bus Testing Requirement, DBE Approval Certification, and Federal Motor Vehicle Safety Standards. – CER 1.1 – 1.8
7. Copy of the FTA’s letter of the TVM’s DBE goal showing either approval of the DBE goal or not disapproval.
32 32
EXHIBIT A – CALACT/MBTA Contract No. 20-01 CBS
Request for Proposal
Issued October 9, 2020
RFP No. 20-01
16 Package 4: Proprietary/Confidential Information Package Requirements The Proposer is directed to collect and submit any information it deems to be proprietary or confidential in nature in a separate marked and sealed package. If there is no confidential information, then the Proposer should include a statement to that effect. Subject package shall be submitted in accordance with the terms and conditions governing the submittal of proposer’s Proposal to this RFP. Blanket-type identification by designating whole pages or sections as containing proprietary information, trade secrets or confidential commercial and financial information shall not ensure confidentiality. The specific proprietary information, trade secrets or confidential commercial and financial information must be clearly identified as such.
The Proposer is advised that the Agency is public and as such may be subject to certain state and/or local Public Records Act provisions regarding the release of information concerning this RFP. If a request is received by the Agency for the release of Proposer’s propriety/confidential information, subject request shall be referred to the Proposer for review and consideration. If Proposer chooses to declare the information proprietary/confidential and withhold it from release, it shall defend and hold harmless the Agency from any legal action arising from such a declaration.
IP 11.4 Agency Treatment of Proprietary/Confidential Information Access to government records is governed by the laws of the State of California. Except as otherwise required to be disclosed by applicable State law, the Agency shall exempt from disclosure proprietary information identified in Package 4.
Upon a request for records from a third party regarding this Proposal, the Agency shall notify the Proposer in writing. The Proposer must respond within ten (10) business days with the identification of any and all “proprietary, trade secret, or confidential commercial or financial” information. Failure to respond within the allowed period shall be deemed an approval to release.
The proposer shall indemnify the Agency’s defense costs associated with its refusal to produce such identified information; otherwise, the requested information may be released.
The Agency shall employ sound business practices no less diligent than those used for the Agency’s own confidential information to protect the confidence of all licensed technology, software, documentation, drawings, schematics, manuals, data and other information and material provided by Proposers and the Contractor pursuant to the Contract that contain confidential commercial or financial information, trade secrets or proprietary information as defined in or pursuant to the California Law against disclosure of such information and material to third parties, except as permitted by the Contract. The Contractor shall be responsible for ensuring that confidential commercial or financial information, trade secrets or proprietary information — with such determinations to be made by the Agency in its sole discretion — bears appropriate notices relating to its confidential character. 33 33
EXHIBIT A – CALACT/MBTA Contract No. 20-01 CBS
Request for Proposal
Issued October 9, 2020
RFP No. 20-01
17 IP 11.5 Signing of Proposal Forms
Proposals shall include firm name (and, in the event that the Proposer is a joint venture, the names of the individual firms comprising the joint venture); business address; and the name, title and business address of the responsible individual(s) with their telephone, facsimile (fax) numbers and email address who may be contacted during the Proposal evaluation period for scheduling oral presentations and for receiving notices from the Agency. The proposer shall submit with their Proposal a copy of the joint venture agreement.
Proposals shall be signed by those individual(s) authorized to bind the proposer. The proposer shall submit evidence of the official’s authority to act for and bind the Proposer in all matters relating to the Proposal. (In the event the Proposer is a joint venture or consortium, a representative of each of the members of the joint venture or consortium shall execute the Proposal. Each joint venture or consortium member is jointly and severally liable for the joint venture or consortium.)
IP 11.6 Modification or Withdrawal of Proposals
A modification of a Proposal already received shall be accepted by the Agency only if the modification is received prior to the Proposal Due Date, is specifically requested by the Agency, or is made with a requested BAFO. All modifications shall be made in writing and executed and submitted in the same form and manner as the original Proposal.
A Proposer may withdraw a Proposal already received prior to the Proposal Due Date by submitting to the Agency, in the same manner as the original Proposal, a written request for withdrawal executed by the Proposer’s authorized representative. After the Proposal Due Date, a Proposal may be withdrawn only if the Agency fails to award the Contract within the Proposal validity period prescribed in “Duration of the Validity of Proposals,” or any agreed-upon extension thereof. The withdrawal of a Proposal does not prejudice the right of a Proposer to submit another Proposal within the time set for receipt of Proposals.
IP 11.7 Cost of Proposal Development
This RFP does not commit the Agency to enter into a Contract, to pay any costs incurred in the preparation or presentation of a Proposal, nor to procure or contract for the equipment.
IP 12. Proposal Evaluation, Negotiation and Selection
Proposals shall be evaluated, negotiated, selected and any award made in accordance with the criteria and procedures described below. The approach and procedures are those that are applicable to a competitive negotiated procurement whereby Proposals are evaluated to determine which Proposals are within a Competitive Range. Discussions and negotiations may then be carried out with Proposers within the Competitive Range, after which BAFOs may be requested.
However, the Agency may select a Proposal or Proposals for award without any discussions or negotiations or request for any BAFOs. Proposers are hereby notified that the selected 34 34
EXHIBIT A – CALACT/MBTA Contract No. 20-01 CBS
Request for Proposal
Issued October 9, 2020
RFP No. 20-01
18 firms are expressly prohibited from offering any rebates, parts credits and any other price discounts following contract award. Thus, the initial proposal should represent the “best offer.” Subject to the Agency’s right to reject any or all Proposals, the Proposer or Proposers whose Proposal or Proposals are found to be most advantageous to the Agency shall be selected, based upon consideration of the criteria of “Proposal Selection Process,” below.
IP 12.1 Confidentiality of Proposals
Proposals shall not be publicly opened. All Proposals and evaluations shall be kept strictly confidential throughout the evaluation, negotiation and selection process, except as otherwise required by applicable law. Only the members of the Selection Committee and Evaluation Team and other Agency officials, employees and agents having a legitimate interest shall be provided access to the Proposals and evaluation results during this period.
IP 12.2 Duration of the Validity of Proposals
Proposals and subsequent offers shall be valid for the period stated in “Section 1: Notice of Request for Proposals.” The Agency may request Proposers to extend the period of time specified herein by written agreement between the Agency and the Proposer(s) concerned.
IP 12.3 Evaluation Committee
An Evaluation Committee, which shall include officers, employees and agents of the Agency and/or other participating agencies, shall be established. The Evaluation Committee shall carry out the detailed evaluations, including establishing the Competitive Range, carrying out negotiations and making the selection of the Proposer, if any, that may be awarded the Contract.
The Evaluation Committee may report its recommendations and findings to the appropriate Agency individual or body responsible for awarding the Contract.
IP 12.4 Proposal Selection Process
The following describes the process by which Proposals shall be evaluated and a selection made for a potential award. Any such selection of a Proposal shall be made by consideration of only the criteria set forth below.
“Qualification Requirements” specifies the requirements for determining responsible Proposers, all of which must be met by a Proposer to be found qualified. Final determination of a Proposer’s qualification shall be made based upon all information received during the evaluation process and as a condition for award.
“Proposal Evaluation Criteria” contains all the evaluation criteria, and their relative order of importance, by which a Proposal from a qualified Proposer shall be considered for selection. An award, if made, shall be to responsible Proposer(s) for a Proposal that is found to be in the Agency’s best interests, based on price and other evaluation criteria considered. The procedures to be followed for these evaluations are provided in “Evaluation Procedures,” below. 35 35
EXHIBIT A – CALACT/MBTA Contract No. 20-01 CBS
Request for Proposal
Issued October 9, 2020
RFP No. 20-01
19 Qualification Requirements
The following are the requirements for qualifying responsible proposers. All of these requirements should be met; therefore, they are not listed by any particular order of importance.
Any Proposal that the Evaluation Committee finds not to meet these requirements, and cannot be made to meet these requirements, may be determined by the Evaluation Committee not to be responsible and the Proposal rejected. The requirements are as follows:
1. Sufficient financial strength, resources and capability to finance the Work to be performed and to complete the Contract in a satisfactory manner, as measured by the following:
Proposer’s financial statements (last 3 years) prepared in accordance with generally accepted accounting principles and audited by an independent certified public accountant. The Agency at its discretion may request additional documents to evaluate the financial condition of the manufacturer, suppliers or other documents it needs to determine the financial viability of the proposal.
Statement of Current Financial Condition. In addition to the financial statements, the Agency requests that the proposer provide a “Statement of Current Financial Position” that updates the financial statements requirement as well as any unidentified subsequent events. The statement is to be prepared by the proposing firm’s Certified Public Accountant be dated no earlier than the release date of this RFP and address the items below.
As part of our due diligence we are focusing on subsequent event(s) related to COVID-19 and the impact on financial performance and ability to perform on contracts. That process will look at the notes to the financial statements and any relevant information offered by the company’s management will be considered.
Determination of impact of any subsequent event related to the COVID-19 pandemic on the financial statements involve management judgement. This would include consideration of the date of the financial statements, the facts and circumstances pertaining to the entity and the conditions that existed at, or arose after, that date.
As the impacts of the COVID-19 outbreak continue to evolve, capturing events that relate specifically to conditions that existed or exist at the date of the financial statements, or after the reporting date, may require assessment.
A few examples of events and conditions that may be affected by, or exist due to COVID-19 and can facilitate identification of subsequent events are given below:
•Commitments: New commitments, borrowings or guarantees 36 36
EXHIBIT A – CALACT/MBTA Contract No. 20-01 CBS
Request for Proposal
Issued October 9, 2020
RFP No. 20-01
20 •Force majeure: Invocation of force majeure clause after the year-end by any party (e.g. supplier or customer) thereby impacting the supply chain/availability of customers for the entity’s products •Government stimulus package: Relief or economic stimulus payments provided by the government in the form of loans or grants •Expected Credit Loss (ECL) provisioning: Collectability of trade receivables affected in cases by COVID-19. Status of firm’s lines of credit (flooring) in order to support the transactions that may take place doing business with the consortium.
•Impairment indicators: Indications of impairment in the value of investments in companies whose businesses have been severely affected by the pandemic
•Employee related expenses: Employee termination benefits resulting from a reduction (e.g. because of closure or re-organization of operations that occurred after the reporting date)
•Other events: Events that are relevant to the recoverability of assets, ongoing pertinence of business and valuation assumptions Events that will bring into question the appropriateness of accounting policies used in the financial statements. For instance, events call into question the validity of the going concern assumption, ECL model and useful lives of property, plant, and equipment. Events that are relevant to the measurement of estimates or provisions made in the financial statements. For instance, derivative and hedging considerations, insurance claims and rebate arrangements with customers.
•Contingencies: Any developments regarding contingencies (for example, new contingent liabilities or circumstances affecting the evaluation of existing contingent liabilities, the ability to meet agreed-on performance targets for contingent consideration in business combination arrangements, etc.)
•Tax considerations: Tax considerations e.g. impact of reduced flow of goods and services on transfer pricing agreements; recoverability of deferred tax assets. Due to the pandemic, some industries are likely to be more impacted than others. For instance, entities in the aviation sector (and therefore, entities that are feeder industries to entities in the aviation sector), real estate, construction, retail, tourism, hospitality, transportation, financing, infrastructure sectors. 37 37
EXHIBIT A – CALACT/MBTA Contract No. 20-01 CBS
Request for Proposal
Issued October 9, 2020
RFP No. 20-01
21 Therefore, it is critical for management to assess the impact of events occurring after the balance sheet date on the financial statements already provided and provide this to the MBTA.
Proposer’s ability to obtain required insurance with coverage values that meet minimum requirements evidenced by a letter from an underwriter confirming that the proposer can be insured for the required amount. Letter to be submitted with proposal. Insurance documents provided upon award are to indemnify the Morongo Basin Transit Authority and the California Association for Coordinated Transportation.
2. Evidence that the human and physical resources are sufficient to perform the Contract as specified and to ensure delivery of all equipment within the time specified in the Contract, to include the following:
Engineering, management and service organizations with sufficient personnel and requisite disciplines, licenses, skills, experience and equipment to complete the Contract as required and to satisfy any engineering or service problems that may arise during the warranty period.
Adequate manufacturing facilities sufficient to produce and factory-test equipment on schedule.
A spare parts procurement and distribution system sufficient to support equipment maintenance without delays and a service organization with skills, experience and equipment sufficient to perform all warranty and on-site Work.
3. Evidence that proposer is qualified in accordance with the provisions of “Section 8:
Quality Assurance.”
4. Evidence of satisfactory performance and integrity on contracts in making deliveries on time, meeting specifications and warranty provisions, parts availability and steps Proposer took to resolve any judgments, liens, Fleet Defects history or warranty claims.
Evidence shall be confirmed by client references. Proposers must submit a list of all their deliveries in the last twelve (12) months with contact name, title, agency, phone numbers, email addresses and dates of delivery provided in the Excel sheet provided.
Proposal Evaluation Criteria
The following are the complete criteria, listed by their relative degree of importance, by which Proposals from responsible Proposers shall be evaluated and ranked for the purposes of determining any Competitive Range and to make any selection of any Proposal for a potential award. Any exceptions, conditions, reservations or understandings explicitly, fully and separately stated on Form for Proposal Deviation, which do not cause the Agency to consider a Proposal to be outside the Competitive Range, shall be evaluated according to the respective evaluation 38 38
EXHIBIT A – CALACT/MBTA Contract No. 20-01 CBS
Request for Proposal
Issued October 9, 2020
RFP No. 20-01
22 criteria and sub-criteria that they affect.
PASS-FAIL ELEMENTS
Category Scoring Method
Responsiveness requirements (Certificates and forms) Pass/Fail Vehicle Questionnaire (Products meets specifications) Pass/Fail
POINT ALLOCATION
Category Scoring Method
NON-COST FACTORS (50%)
Proposer Qualifications and Requirements:
References 10 Points
Warranty Provisions and Warranty
Administration Plan
15 Points
Customer Service and Parts Support 15 Points
Proposer, Manufacturer, Converter Qualifications
and Experience 10 Points
Total Non-Cost Factor Points 50 Points
COST FACTORS (50%)
Price Sheet- Base Models 40 Points
Price Sheet- Optional Features 10 Points
Total Cost Factor Points 50 Points
Total Possible Points 100 Points
Proposer Price Score = Lowest Price Proposed X Proposer’s Price Points Proposer's Cost
39 39
EXHIBIT A – CALACT/MBTA Contract No. 20-01 CBS
Request for Proposal
Issued October 9, 2020
RFP No. 20-01
23 Under this formula, the proposer with the lowest proposed price for the base model vehicle will receive 40 points. The other proposals will receive a proportionate share of points based on how much higher their proposed price is in relationship to the low proposed price.
Proposed accessories or services will be evaluated for the optional features scores (10 points).
IP 12.5 Evaluation Procedures
Proposals shall be analyzed for conformance with the instructions and requirements of the RFP and Contract documents. Proposals that do not comply with these instructions and do not include the required information may be rejected as insufficient or not be considered for the Competitive Range. The Agency reserves the right to request that a Proposer provide any missing information and make corrections. Proposers are advised that the detailed evaluation forms and procedures shall follow the same Proposal format and organization specified in “Preparation of Proposals.” Therefore, Proposers should pay close attention to and strictly follow all instructions. Submittal of a Proposal shall signify that the Proposer has accepted the whole of the Contract documents. Any such conditions, exceptions, reservations or understandings that do not result in the rejection of the Proposal are subject to evaluation under the criteria set forth in “Proposal Selection Process.”
Evaluations shall be made in strict accordance with all of the evaluation criteria specified in “Proposal Selection Process,” above. The Agency shall choose the Proposal that it finds to be most advantageous to the Agency, based upon the evaluation criteria.
IP 12.6 Evaluations of Competitive Proposals
1. Qualification of responsible Proposers. Proposals shall be evaluated to determine the responsibility of proposers. A final determination of a Proposer’s responsibility shall be made upon the basis of initial information submitted in the Proposal, any information submitted upon request by the Agency, information submitted in a BAFO (if required) and information resulting from Agency inquiry of Proposer’s references and its own knowledge of the Proposer.
2. Detailed evaluation of Proposals and determination of Competitive Range. The Agency shall carry out and document its evaluations in accordance with the criteria and procedures set forth in “Proposal Selection Process.” Any Proposal deficiencies that may render a Proposal unacceptable shall be documented. The Agency shall make specific note of questions, issues, concerns and areas requiring clarification by Proposers and to be discussed in any meetings with Proposers that the Agency finds to be within the Competitive Range.
Rankings of the Proposals against the evaluation shall then be made for determining which Proposals are within the Competitive Range, or may reasonably be made to be within the Competitive Range.
40 40
EXHIBIT A – CALACT/MBTA Contract No. 20-01 CBS
Request for Proposal
Issued October 9, 2020
RFP No. 20-01
24 3. Proposals not within the Competitive Range. Proposers of any Proposals that have been determined by the Agency as not in the Competitive Range, and that cannot be reasonably made to be within the Competitive Range, shall be notified in accordance with the Agency’s policies.
4. Discussions with Proposers in the Competitive Range. The Proposers whose Proposals are found by the Agency to be within the Competitive Range, or that may be reasonably made to be within the Competitive Range, shall be notified and any questions or requests for clarifications provided to them in writing. Each such Proposer may be invited for an interview and discussions with the Agency to discuss answers to written or oral questions, clarifications and any facet of its Proposal. In the event that interviews and discussions are held, these interviews and discussions may be scored. MBTA reserves the right to accept proposals as submitted without conducting discussions.
No information, financial or otherwise, shall be provided to any Proposer about any of the Proposals from other Proposers, to the extent permitted by applicable law.
Proposers shall not be given a specific price or specific financial requirements they must meet to gain further consideration, except that proposed prices may be considered to be too high with respect to the marketplace or unacceptable. Proposers shall not be told of their rankings among the other Proposers prior to Contract award.
5. Factory and site visits. The Agency reserves the right to conduct factory visits of the Proposer’s facilities and/or the facilities of major sub-suppliers included in the Proposal.
6. Best and final offers. After all interviews, if any, have been completed, the Proposers in the Competitive Range may be afforded the opportunity to amend their Proposals and make their BAFOs. If MBTA decides to request a BAFO, the Request for BAFOs shall include the following:
Notice that discussions and negotiations are concluded. A complete listing of the conditions, exceptions, reservations or understandings that have been approved.
A common date and time for submission of written BAFOs, allowing a reasonable opportunity for preparation of the written BAFOs. Notice that if any modification to a BAFO is submitted, it must be received by the date and time specified for the receipt of BAFOs. Notice to Proposers that do not submit a notice of withdrawal or a BAFO that their immediately previous Proposal shall be construed as their BAFO.
Any modification to the initial Proposal made by a Proposer in its BAFO shall be identified in its BAFO. BAFOs shall be evaluated by the Agency according to the 41 41
EXHIBIT A – CALACT/MBTA Contract No. 20-01 CBS
Request for Proposal
Issued October 9, 2020
RFP No. 20-01
25 same requirements and criteria as the initial Proposals, (“Proposal Selection Process”). The Agency shall make appropriate adjustments to the initial scores for any sub-criteria and criteria that have been affected by any Proposal modifications made by the BAFOs. These final scores and rankings within each criterion shall again be arrayed by the Agency and considered according to the relative degrees of importance of the criteria defined in “Proposal Selection Process.” The Agency shall then choose the Proposal(s) that it finds to be most advantageous to the Agency, based upon the evaluation criteria. The results of the evaluations and the selection of a Proposal(s) for any award shall be documented. In this instance, the Agency expects to award to multiple Proposers. Subsequent orders shall be placed following the Ordering Procedures outlined in Section 4, Special Provisions.
The Agency may determine that if an identical bus is proposed by different parties in compliance with the RFP, it has the sole discretion to only award to the highest ranked offering(s). “Identical buses” are defined as those sharing Altoona bus tests.
Should the Agency determine it advantageous to make multiple awards within a class or vehicle type, the Agency reserves the right to limit the number of awards per class or vehicle type of a substantially identical bus – defined as a bus that relies on the same Altoona bus test. As an example:
Rank Proposers Altoona Test Relied Upon
1 A PTI-BT-XX1
2 B PTI-BT-XX2
3 C PTI-BT-XX1
4 D PTI-BT-XX3
In this example, the Agency may award to Proposers A, B, and D. Proposer C may not receive an award, despite being ranked higher than Proposer D, since Proposer C’s vehicle is substantially identical to the vehicle proposed by Proposer A.
The Agency reserves the right to make an award to a Proposer(s) whose Proposal(s) it judges to be most advantageous to the Agency based upon the evaluation criteria, without conducting any written or oral discussions with any Proposers or solicitation of any BAFOs.
7. Debriefing. Subsequent to the award, the unsuccessful Proposers shall be notified and may request a debriefing. Proposers shall be debriefed in accordance with Agency policies, including information regarding the shortcomings of their Proposal. 42 42
EXHIBIT A – CALACT/MBTA Contract No. 20-01 CBS
Request for Proposal
Issued October 9, 2020
RFP No. 20-01
26 IP 13. Response to Proposals
IP 13.1 Single Proposal Response
If only one Proposal for a particular class or vehicle type is received in response to this RFP and it is found by the Agency to be acceptable, a price or cost analysis, or both, possibly including an audit, may be performed by or for the Agency. The Proposer has agreed to such analysis by submitting a Proposal in response to this RFP.
IP 13.2 Availability of Funds
Orders placed as a result of this procurement are subject to the availability of funding.
IP 13.3 Agency Contract Approval Process
Following completion of the evaluation process, firms being considered for award shall show compliance with the FTA Pre-Award Buy America requirements. Refusal to provide the required information shall result in the immediate elimination of the specific manufacturer(s) for award consideration.
The Agency’s mandatory requirements for Buy America auditing and the provision of information in support of such auditing are contained in Appendix E.
Once compliance with the Buy America requirements is verified, the Agency shall prepare a written recommendation for contact award(s) to the recommended firm(s). This recommendation shall then be presented to the Agency General Manager and/or Board of Directors for approval.
IP 13.4 Agency Rights
The Agency reserves the right to cancel the procurement in whole or in part, at its sole discretion, at any time before the Contract is fully executed and approved on behalf of the Agency.
The Agency reserves the right to reject any or all Proposals, to undertake discussions with one or more Proposers, and to accept that Proposal or modified Proposal which, in its judgment, shall be most advantageous to the Agency, considering price and other evaluation criteria. The Agency reserves the right to determine any specific Proposal that is conditional or not prepared in accordance with the instructions and requirements of this RFP to be nonresponsive. The Agency reserves the right to waive any Defects, or minor informalities or irregularities in any Proposal which do not materially affect the Proposal or prejudice other Proposers.
If there is any evidence indicating that two or more proposers are in collusion to restrict competition or are otherwise engaged in anti-competitive practices, the Proposals of all such Proposers shall be rejected, and such evidence may be a cause for disqualification of the participants in any future solicitations undertaken by the Agency. 43 43
EXHIBIT A – CALACT/MBTA Contract No. 20-01 CBS
Request for Proposal
Issued October 9, 2020
RFP No. 20-01
27 The Agency may reject a Proposal that includes unacceptable Deviations as provided in Form for Proposal Deviation.
IP 13.5 Execution of Contract
The acceptance of a Proposal for award, if made, shall be evidenced in writing by a notice of award of Contract delivered to those Proposers whose Proposal is accepted. Upon notice of award of the Contract to a Proposer, the Proposer shall commence performance under the Contract by furnishing copies of the certificates of insurance required to be procured by the Contractor pursuant to the Contract documents within thirty (30) calendar days after the date of receipt of the notice of award. Failure to fulfill these requirements within the specified time may be cause for termination of the Contract under “Termination for Default” in Section 3.
IP 14. Conflicts of Interests and Gratuities
Proposers are prohibited from engaging in any practice that may be considered as a conflict of interests under existing Agency policies and/or state law, and to refrain from participating in any gifts, favors or other forms of compensation that may be viewed as a gratuity in accordance with existing policies and laws.
IP 15. Agency-Specific Provisions
IP 15.1 Purpose of the Solicitation
The purpose of this solicitation is to establish a multi-vendor contract for the purchase of public transportation vehicles. The requirement has been divided into multiple types of vehicles that shall be competed separately and assembled into a listing of vehicles after award. The selected contractors shall accept purchase orders directly from the users. Each purchase order shall incorporate the base contract and all terms and conditions. The intent is to reduce the cost and effort needed to order these vehicles in order to make the funds and equipment available to increase services available to transit organizations.
IP 15.2 Roles of the Parties for this Solicitation
The Morongo Basin Transit Authority (“MBTA”) , a member of the California Association for Coordinated Transportation (“CalACT”) , is the lead agency role for the joint procurement for Accessible Transit/Paratransit Vehicles.
The specific roles and obligations of the MBTA and CalACT are described in detail in the Cooperative Purchasing Agreement entered into by the parties. For the purposes of this solicitation, the arrangement entered into by the MBTA and CalACT shall here inafter be referred to as the “Cooperative.” As a general matter, MBTA staff, consultants, and counsel shall be responsible for the development of RFP solicitation documents, the technical product specifications and the awarding of vehicle contracts on behalf of the Cooperative. After the vehicle contract is awarded, CalACT shall be responsible for providing participating agencies with the ordering instructions and forms required to ensure compliant purchasing, solicitation documentation required for the agency’s files, collecting fees, and the general administration of the vehicle contract. Participating 44 44
EXHIBIT A – CALACT/MBTA Contract No. 20-01 CBS
Request for Proposal
Issued October 9, 2020
RFP No. 20-01
28 Agencies must contact CalACT-MBTA to secure formal letters of assignment prior to execution of any orders.
45 45
EXHIBIT A – CALACT/MBTA Contract No. 20-01 CBS
Request for Proposal
Issued October 9, 2020
RFP No. 20-01
29 SECTION 3: GENERAL CONDITIONS
GC 1. Definitions
The following are definitions of special terms used in this document:
Agency: Morongo Basin Transit Authority (MBTA). Any contract modification involving the base contract shall be issued by MBTA. The term Agency shall also refer to any Agency which is a party to the joint procurement and that places a purchase order under the joint procurement.
Authorized Signer: The person who is executing this Contract on behalf of the Contractor and who is authorized to bind the Contractor.
Best and Final Offer (BAFO): The last Proposal made by a Proposer. If a BAFO is not specifically requested by the Agency, or if the Proposer does not promptly respond to a request for BAFO, then the most recent, current Proposal is the BAFO.
Class 1 Failure (physical safety): A failure that could lead directly to passenger or operator injury and represents a severe crash situation.
Class 2 Failure (road call): A failure resulting in an en route interruption of revenue service.
Service is discontinued until the bus is replaced or repaired at the point of failure.
Competitive Range: The range of proposals that are identified as the most highly rated, unless the range is further reduced for purposes of efficiency.
Contract: The Proposal and its acceptance by the Agency as manifested by the Contract documents specified in “Section 10: Contract.”
Contracting Officer: The person who is executing this Contract on behalf of the Agency and who has complete and final authority except as limited herein. For this solicitation, the Contracting Officer prior to Contract award is the authorized representative of MBTA. The Contracting Officer for administration of the contract following Contract award is the authorized representative of CalACT. Each order placed shall also designate a Contracting Officer for the Agency placing the order.
Contractor: The successful Proposer(s) who is awarded a Contract for providing buses and equipment described in the Contract documents.
Cooperative: Term used to describe the relationship between MBTA and CalACT for the establishment of the joint procurement.
Days: Unless otherwise stated, “days” shall mean calendar days. 46 46
EXHIBIT A – CALACT/MBTA Contract No. 20-01 CBS
Request for Proposal
Issued October 9, 2020
RFP No. 20-01
30 Defect: Patent or latent malfunction or failure in manufacture, installation or design of any component or subsystem.
Deviation: Variance from a requirement or specification that does not alter the basis of a contract or adversely affects its performance.
Due Date: The date and time by which Proposals must be received by the Agency as specified in “Section 1: Notice of Request for Proposals.” Extended Warranty: A warranty available for purchase above the standard warranty.
Fatigue Failure (Corrosion Fatigue): The mechanical degradation of a material under the joint action of corrosion and cyclic loading.
Joint Procurement: An arrangement between multiple local government entities and/or CalTrans or its subrecipients with multiple vendors to provide specific property or services in the future at established prices. In this case, the specific property includes accessible transit and paratransit vehicles.
Ordering Agency: Term for the agency that shall be purchasing vehicles from the joint procurement. In this case, an agency must be a listed member of the joint procurement shown in Appendix C.
Pass-Through Warranty: A warranty provided by the Contractor but administered directly with the component Supplier.
Proposal: A promise, if accepted, to deliver equipment and services according to the underlying solicitation of the Agency documented using the prescribed form in the solicitation, including any Proposal or BAFO.
Proposer: A legal entity that makes a Proposal. For this solicitation, the Proposer may be a vehicle manufacturer or a dealer representing a vehicle manufacturer.
Related Defect: Damage inflicted on any component or subsystem as a direct result of a separate Defect.
Solicitation: Agency’s request for proposals.
Superior Warranty: A warranty still in effect after all contractually required warranties have expired. The remaining warranty is administered directly between the sub-Supplier and the Agency.
Supplier: Any manufacturer, company or Agency providing units, components or subassemblies for inclusion in the bus that is installed by the Contractor. Supplier items shall 47 47
EXHIBIT A – CALACT/MBTA Contract No. 20-01 CBS
Request for Proposal
Issued October 9, 2020
RFP No. 20-01
31 require qualification by type and acceptance tests in accordance with requirements defined in “Section 8: Quality Assurance.”
Subcontractor: Any manufacturer, company or Agency providing units, components or subassemblies for inclusion in the bus that is installed by a Subcontractor. Subcontractor items shall require qualification by type and acceptance tests in accordance with requirements defined in “Section 8: Quality Assurance.” Work: Any and all labor, supervision, services, materials, machinery, equipment, tools, supplies and facilities called for by the Contract and necessary to the completion thereof.
GC 2. Materials and Workmanship
The Contractor shall be responsible for all materials and workmanship in the construction of the bus and all accessories used, whether the same are manufactured by the Contractor or purchased from a Supplier. This provision excludes any equipment leased or supplied by the Agency, except insofar as such equipment is damaged by the failure of a part or component for which the Contractor is responsible, or except insofar as the damage to such equipment is caused by the Contractor during the manufacture of the buses.
GC 3. Conformance with Specifications and Drawings
Materials furnished and Work performed by the Contractor shall conform to the requirements of the Technical Specifications and other Contract documents. Notwithstanding the provision of drawings, technical specifications or other data by the Agency, the Contractor shall have the responsibility of supplying all parts and details required to make the bus complete and ready for service even though such details may not be specifically mentioned in the drawings and specifications. Items that are installed by the Agency shall not be the responsibility of the Contractor unless they are included in this Contract.
GC 4. Inspection, Testing and Acceptance
GC 4.1 General
The pre-delivery tests and inspections shall be performed at the Contractor’s plant; they shall be performed in accordance with the procedures defined in “Section 8: Quality Assurance”; and they may be witnessed by the resident inspector. When a bus passes these tests and inspections, the resident inspector, if one is present, shall authorize release of the bus.
Within fifteen (15) calendar days after arrival at the designated point of delivery, the bus shall undergo the Agency tests defined in “Post-Delivery Tests.” If the bus passes these tests or if the Agency does not notify the Contractor of non-acceptance within 15 calendar days after delivery, then acceptance of the bus by the Agency occurs on the 15th day after delivery. If the bus fails these tests, it shall not be accepted until the repair procedures defined in “Repairs After Nonacceptance” have been carried out and the bus retested until it passes. Acceptance occurs earlier if the Agency notifies the Contractor of early acceptance or places the bus in revenue service.
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32 GC 4.2 Risk of Loss
The Agency shall assume risk of loss of the bus on delivery, as defined in “Bus Delivery.” Prior to this delivery, the Contractor shall have risk of loss of the bus, including any damages sustained during the delivery regardless of the status of title or any payments related to the bus. If the vehicle is driven to the designated point of delivery, drivers shall keep a maintenance log en route, and it shall be delivered to the Agency with the bus. If the bus is released back to the Contractor for any reason, the Contractor has the risk of loss upon such release.
GC 5. Title and Warranty of Title
Adequate documents for registering the bus in California shall be provided to the Contractor not less than ten (10) business days before delivery to the Agency. Upon acceptance of each bus, the Contractor registers the vehicle and warrants that the title shall pass to the Agency free and clear of all encumbrances.
GC 6. Intellectual Property Warranty
The Agency shall advise the Contractor of any impending patent suit related to this Contract against the Agency and provide all information available. The Contractor shall defend any suit or proceeding brought against the Agency based on a claim that any equipment, or any part thereof, furnished under this Contract constitutes an infringement of any patent, and the Contractor shall pay all damages and costs awarded therein, excluding incidental and consequential damages, against the Agency. In case said equipment, or any part thereof, is in such suit held to constitute infringement and use of said equipment or parts is enjoined, the Contractor shall, at its own expense and at its option, either procure for the Agency the right to continue using said equipment or part, or replace same with non-infringing equipment, or modify it so it becomes non-infringing.
The Contractor’s obligations under this section are discharged and the Agency shall hold the Contractor harmless with respect to the equipment or part if it was specified by the Agency and all requests for substitutes were rejected, and the Contractor advised the Agency under “Questions, Clarifications and Omissions” of a potential infringement, in which case the Contractor shall be held harmless.
GC 7. Data Rights
GC 7.1 Proprietary Rights/Rights in Data
The term “subject data” used in this clause means recorded information, whether or not copyrighted, that is delivered or specified to be delivered under the Contract. It includes the proprietary rights of the following:
• Shop drawings and working drawings
• Technical data including manuals or instruction materials, computer or microprocessor software
• Patented materials, equipment, devices or processes
• License requirements
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33 The Agency shall protect proprietary information provided by the Contractor to the fullest extent of the law. The Contractor shall grant a non-exclusive license to allow the Agency to utilize such information in order to maintain the vehicles. In the event that the Contractor no longer provides the information the Agency has the right to reverse engineer patented parts and software.
The Agency reserves a royalty-free, non-exclusive and irrevocable license to reproduce, publish or otherwise use, and to authorize others to use, the following subject data for its purposes: (1) any subject data required to be developed and first produced in the performance of the Contract and specifically paid for as such under the Contract, whether or not a copyright has been obtained; and (2) any rights of copyright to which the Contractor, Subcontractor or Supplier purchases ownership for the purpose of performance of the Contract and specifically paid for as such under the Contract. The Contractor agrees to include the requirements of this clause, modified as necessary to identify the affected parties, in each subcontract and supply order placed under the Contract.
GC 7.2 Access to Onboard Operational Data
The Agency grants to the Contractor the right to inspect, examine, download, and otherwise obtain any information or data available from components provided by the Contractor, including, but not limited to, any electronic control modules or other data-collection devices, to the extent necessary to enable Contractor to perform reliability maintenance analysis, corrective action and/or other engineering type Work for the bus. This right expressly excludes access to information or data collected on any equipment not provided and installed by the Contractor.
GC 8. Changes
GC 8.1 Contractor Changes
Any proposed change in this Contract shall be submitted to the Agency for its prior approval.
Oral change orders are not permitted. No change in this Contract shall be made without the prior written approval of the Contracting Officer. The Contractor shall be liable for all costs resulting from, and/or for satisfactorily correcting, any specification change not properly ordered by written modification to the Contract and signed by the Contracting Officer.
GC 8.2 Agency Changes
The Agency may obtain changes to the Contract by notifying the Contractor in writing. As soon as reasonably possible but no later than thirty (30) calendar days after receipt of the written change order to modify the Contract, the Contractor shall submit to the Contracting Officer a detailed price and schedule Proposal for the Work to be performed. This Proposal shall be accepted or modified by negotiations between the Contractor and the Contracting Officer. At that time, a detailed modification shall be executed in writing by both parties. Disagreements that cannot be resolved within negotiations shall be resolved in accordance with “Disputes,” below.
Regardless of any disputes, the Contractor shall proceed with the Work ordered. 50 50
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34 GC 9. Legal Clauses
GC 9.1 Indemnification
GC 9.1.1 The Contractor shall, to the extent permitted by law: (1) protect, indemnify and save the Agency and its officers, employees and agents, including consultants, harmless from and against any and all liabilities, damages, claims, demands, liens, encumbrances, judgments, awards, losses, costs, expenses and suits or actions or proceedings, including reasonable expenses, costs and attorneys’ fees incurred by the Agency and its officers, employees and agents, including consultants, in the defense, settlement or satisfaction thereof, for any injury, death, loss or damage to persons or property of any kind whatsoever, arising out of or resulting from the intentional misconduct or negligent acts, errors or omissions of the Contractor in the performance of the Contract, including intentional misconduct, negligent acts, errors or omissions of its officers, employees, servants, agents, Subcontractors and Suppliers; and (2) upon receipt of notice and if given authority, shall settle at its own expense or undertake at its own expense the defense of any such suit, action or proceeding, including appeals, against the Agency and its officers, employees and agents, including consultants, relating to such injury, death, loss or damage. Each party shall promptly notify the other in writing of the notice or assertion of such claim, demand, lien, encumbrance, judgment, award, suit, action or other proceeding hereunder. The Contractor shall have sole charge and direction of the defense of such suit, action or proceeding. The Agency shall not make any admission that might be materially prejudicial to the Contractor unless the Contractor has failed to take over the conduct of any negotiations or defense within a reasonable time after receipt of the notice and authority above provided. The Agency shall at the request of the Contractor furnish to the Contractor all reasonable assistance that may be necessary for the purpose of defending such suit, action or proceeding, and shall be repaid all reasonable costs incurred in doing so. The Agency shall have the right to be represented therein by advisory council of its own selection at its own expense.
GC 9.1.2 The obligations of the Contractor under the above paragraph shall not extend to circumstances where the injury, death or damages are caused solely by the negligent acts, errors or omissions of the Agency, its officers, employees, agents or consultants, including, without limitation, negligence in: (1) the preparation of the Contract documents, or (2) the giving of directions or instructions with respect to the requirements of the Contract by written order. The obligations of the Contractor shall not extend to circumstances where the injury, death or damages are caused, in whole or in part, by the negligence of any third-party operator, not including an assignee or Subcontractor of the Contractor, subject to the right of contribution. In case of joint or concurrent negligence of the parties giving rise to a claim or loss against either one or both, each shall have full rights of contribution from the other.
GC 9.2 Suspension of Work
GC 9.2.1. The Agency may at any time and for any reason within its sole discretion issue a written order to the Contractor suspending, delaying or interrupting all or any part of the Work for a specified period of time.
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35 GC 9.2.2. The Contractor shall comply immediately with any such written order and take all reasonable steps to minimize costs allocable to the Work covered by the suspension during the period of work stoppage. Contractor shall continue the Work that is not included in the suspension and shall continue such ancillary activities as are not suspended. The Contractor shall resume performance of the suspended Work upon expiration of the notice of suspension, or upon direction from the Agency.
GC 9.2.3. The Contractor shall be allowed an equitable adjustment in the Contract price (excluding profit) and/or an extension of the Contract time, to the extent that cost or delays are shown by the Contractor to be directly attributable to any suspension. However, no adjustment shall be made under this section for any suspension, delay or interruption due to the fault or negligence of the Contractor, or for which an equitable adjustment is provided for, or excluded under any other term or condition of the Contract. As soon as reasonably possible but no later than forty-five (45) calendar days, or any other period of time agreed to by the parties, after receipt of the written suspension of work notice, the Contractor shall submit to the Contracting Officer a detailed price and schedule Proposal for the suspension, delay or interruption.
GC 9.3 Excusable Delays/Force Majeure
GC 9.3.1. If the Contractor is delayed at any time during the progress of the Work by the neglect or failure of the Agency or by a cause as described below, then the time for completion and/or affected delivery date(s) shall be extended by the Agency subject to the following cumulative conditions:
a. The cause of the delay arises after the Notice of Award and neither was nor could have been anticipated by the Contractor by reasonable investigation before such award. Such cause may also include force majeure events such as any event or circumstance beyond the reasonable control of the Contractor, including but not limited to acts of God; earthquake, flood and any other natural disaster; civil disturbance, strikes and labor disputes; fires and explosions; war and other hostilities; embargo; or failure of third parties, including Suppliers or Subcontractors, to perform their obligations to the Contractor;
b. The Contractor demonstrates that the completion of the Work and/or any affected deliveries shall be actually and necessarily delayed;
c. The Contractor has taken measures to avoid and/or mitigate the delay by the exercise of all reasonable precautions, efforts and measures, whether before or after the occurrence of the cause of delay; and
d. The Contractor makes written request and provides other information to the Agency as described in GC 9.3.4 below.
A delay in meeting all of the conditions of this section shall be deemed an excusable delay. Any concurrent delay that does not constitute an excusable delay shall not be the sole basis for denying a request hereunder.
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36 GC 9.3.2. None of the above shall relieve the Contractor of any liability for the payment of any liquidated damages owing from a failure to complete the Work by the time for completion that the Contractor is required to pay pursuant to “Liquidated Damages for Late Delivery of the Bus” for delays occurring prior to, or subsequent to the occurrence of an excusable delay.
GC 9.3.3. The Agency reserves the right to rescind or shorten any extension previously granted, if subsequently the Agency determines that any information provided by Contractor in support of a request for an extension of time was erroneous; provided, however, that such information or facts, if known, would have resulted in a denial of the request for an excusable delay.
Notwithstanding the above, the Agency shall not rescind or shorten any extension previously granted if the Contractor acted in reliance upon the granting of such extension and such extension was based on information which, although later found to have been erroneous, was submitted in good faith by the Contractor.
GC 9.3.4. No extension or adjustment of time shall be granted unless: (1) written notice of the delay is filed with the Agency within fourteen (14) calendar days after the commencement of the delay and (2) a written application therefore, stating in reasonable detail the causes, the effect to date and the probable future effect on the performance of the Contractor under the Contract, and the portion or portions of the Work affected, is filed by the Contractor with the Agency within thirty (30) calendar days after the commencement of the delay. No such extension or adjustment shall be deemed a waiver of the rights of either party under this Contract. The Agency shall make its determination within thirty (30) calendar days after receipt of the application.
GC 9.4 Termination
GC 9.4.1. Termination for Convenience
The performance of Work under this Contract may be terminated by the Agency in accordance with this clause in whole, or from time to time in part, whenever the contracting officer shall determine that such termination is in the best interest of the Agency. Any such termination shall be effected by delivery to the Contractor of a notice of termination specifying the extent to which performance of Work under the Contract is terminated, and the date upon which such termination becomes effective.
After receipt of a notice of termination, and except as otherwise directed by the Contracting Officer, the Contractor shall do the following:
• Stop Work under the Contract on the date and to the extent specified in the notice of termination.
• Place no further orders or subcontracts for materials, services or facilities, except as may be necessary for completion of such portion of the Work under the Contract as is not terminated.
• Terminate all orders and subcontracts to the extent that they relate to the performance of work terminated by the notice of termination; assign to the Agency in the manner, at the times, and to the extent directed by the Contracting Officer, all of the right, title and 53 53
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37 interest of the Contractor under the orders and subcontracts so terminated, in which case the Agency shall have the right, in its discretion, to settle or pay any or all claims arising out of the termination of such orders and subcontracts. • Settle all outstanding liabilities and all claims arising out of such termination of orders and subcontracts, with the approval or ratification of the Contracting Officer, to the extent he or she may require, which approval or ratification shall be final for all the purposes of this clause.
• Transfer title to the Agency and deliver in the manner, at the times and to the extent, if any, directed by the Contracting Officer the fabricated or unfabricated parts, Work in process, completed Work, supplies and other material produced as part of, or acquired in connection with the performance of, the Work terminated, and the completed or partially completed plans, drawings, information and other property which, if the Contract had been completed, would have been required to be furnished to the Agency. • Use its best efforts to sell, in the manner, at the times, to the extent, and at the price(s) directed or authorized by the Contracting Officer, any property of the types referred to above, provided, however, that the Contractor shall not be required to extend credit to any purchaser, and may acquire any such property under the conditions prescribed by and at a price(s) approved by the Contracting Officer, and provided further that the proceeds of any such transfer or disposition shall be applied in reduction of any payments to be made by the Agency to the Contractor under this Contract or shall otherwise be credited to the price or cost of the Work covered by this Contract or paid in such other manner as the Contracting Officer may direct.
• Complete performance of such part of the Work as shall not have been terminated by the notice of termination.
• Take such action as may be necessary, or as the Contracting Officer may direct, for the protection or preservation of the property related to this Contract that is in the possession of the Contractor and in which the Agency has or may acquire an interest.
The Contractor shall be paid its costs, including Contract close-out costs, and profit on Work performed up to the time of termination. The Contractor shall promptly submit its termination claim to Agency to be paid the Contractor. Settlement of claims by the Contractor under this termination for convenience clause shall be in accordance with the provisions set forth in Part 49 of the Federal Acquisition Regulations (48 CFR 49) except that wherever the word “Government” appears, it shall be deleted and the word “Agency” shall be substituted in lieu thereof.
GC 9.4.2. Termination for Default
The Agency may, by written notice of default to the Contractor, terminate the whole or any part of this Contract if the Contractor fails to make delivery of the supplies or to perform the services within the time specified herein or any extension thereof; or if the Contractor fails to perform any of the other material provisions of the Contract, or so fails to make progress as to endanger performance of this Contract in accordance with its terms, and in either of these two circumstances does not cure such failure within a period of ten (10) business days, or such longer 54 54
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38 period as the Contracting Officer may authorize in writing, after receipt of notice from the Contracting Officer specifying such failure.
If the Contract is terminated in whole or in part for default, the Agency may procure, upon such terms and in such manner as the Contracting Officer may deem appropriate, supplies or services similar to those so terminated. The Contractor shall be liable to the Agency for any excess costs for such similar supplies or services, and shall continue the performance of this Contract to the extent not terminated under the provisions of this clause.
Except with respect to defaults of Subcontractors, the Contractor shall not be liable for any excess costs if the failure to perform the Contract arises out of a cause beyond the control and without the fault or negligence of the Contractor. If the failure to perform is caused by the default of a Subcontractor, and if such default arises out of causes beyond the control of both the Contractor and Subcontractor, and without the fault or negligence of either of them, the Contractor shall not be liable for any excess costs for failure to perform, unless the supplies or services to be furnished by the Subcontractor were obtainable from other sources and in sufficient time to permit the Contractor to meet the required delivery schedule.
Payment for completed supplies delivered to and accepted by the Agency shall be at the Contract price. The Agency may withhold from amounts otherwise due the Contractor for such completed supplies such sum as the Contracting Officer determines to be necessary to protect the Agency against loss because of outstanding liens or claims of former lien holders.
If, after notice of termination of this Contract under the provisions of this clause, it is determined for any reason that the Contractor was not in default under the provisions of this clause, or that the default was excusable under the provisions of this clause, the rights and obligations of the parties shall be the same as if the notice of termination had been issued pursuant to termination for convenience of the Agency.
GC 9.5 Compliance with Laws and Regulations
Contractor shall at all times comply with all applicable laws, regulations, policies, procedures and directives (together, the “Law”), including without limitation, FTA regulations, policies, procedures and directives, including those listed directly or by reference in the agreement between the Agency and FTA that funds any part of this Contract, as they may be amended or promulgated from time to time during the term of this Contract. Contractor’s failure to so comply shall constitute a material breach of this Contract.
GC 9.6 Changes of Law
Changes of Law that become effective after the Proposal Due Date may result in price changes.
If a price adjustment is indicated, either upward or downward, it shall be negotiated between the Agency and the Contractor and the final Contract price shall be adjusted upwards or downwards to reflect such changes in Law. Such price adjustment may be audited, where required. 55 55
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39 GC 9.7 Governing Law and Choice of Forum
This Contract shall be governed by the laws of State of California without regard to conflict of law rules. The Contractor consents to the exclusive jurisdiction of the State and federal courts exercising jurisdiction over the County where any Agency designated as a party to the litigation is located.
GC 9.8 Disputes
Except as otherwise provided in this Contract, any dispute concerning a question of fact arising under or related to this Contract that is not disposed of by agreement shall be decided in accordance with the following steps. However, by mutual agreement the matter may be taken immediately to any higher step in the dispute resolution process, or mutually agreed to alternative dispute resolution process (which may include structured negotiations, mediation or arbitration) or litigation. Pending final resolution of a dispute hereunder, the Contractor shall proceed diligently with the performance of the Contract and in accordance with the Contracting Officer’s or Chief Executive Officer’s decision, as the case may be.
1. Notice of dispute. All disputes shall be initiated through a written dispute notice submitted by either party to the other party within 10 (ten) calendar days of the determination of the dispute.
2. Negotiation between contracting officers. The parties shall attempt in good faith to resolve any dispute arising out of or relating to this Contract promptly by negotiation between the designated Contracting Officer of the Agency ordering the vehicles and the Contractor’s executives who have authority to settle the controversy. Any party may give the other party written notice of any dispute not resolved in the normal course of business as provided in (1) above. Within 14 (fourteen) calendar days after delivery of the dispute notice, the receiving party shall submit to the other party a written response. The dispute notice and written response shall include: (a) a statement of the party’s position and a summary of the arguments supporting that position, (b) any evidence supporting the party’s position and (c) the name of the executive who shall represent that party and of any others who shall accompany the executive in negotiations. Within 28 (twenty-eight) calendar days after delivery of the dispute notice, the Contracting Officer of both parties shall meet at a mutually acceptable time and place, and thereafter as they reasonably deem necessary to attempt to resolve the dispute. All reasonable requests for information by one party to the other shall be honored.
If the matter has not been resolved by these people within 42 (forty-two) calendar days of the dispute notice, the dispute may be referred to more senior executives of both parties who have authority to settle the dispute and who shall likewise meet to attempt to resolve the dispute.
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40 GC 9.9 Maintenance of Records; Access by Agency; Right to Audit Records In accordance with 49 CFR § 18.36(i), 49 CFR § 19.48(d), and 49 USC § 5325(a), provided the Agency is the FTA recipient or a sub-grantee of the FTA recipient, the Contractor agrees to provide the Agency, FTA, the Comptroller General of the United States, the Secretary of the U.S. Department of Transportation, the State of California or any of their duly authorized representatives access to any books, documents, papers and records of the Contractor that are directly pertinent to or relate to this Contract (1) for the purpose of making audits, examinations, excerpts and transcriptions and (2) when conducting an audit and inspection.
1. In the event of a sole source Contract, single Proposal, single responsive Proposal, or competitive negotiated procurement, the Contractor shall maintain and the Contracting Officer, the U.S. Department of Transportation (if applicable) or the representatives thereof shall have the right to examine all books, records, documents and other cost and pricing data related to the Contract price, unless such pricing is based on adequate price competition, established catalog or market prices of commercial items sold in substantial quantities to the public, or prices set by law or regulation, or combinations thereof. Data related to the negotiation or performance of the Contract shall be made available for the purpose of evaluating the accuracy, completeness and currency of the cost or pricing data. The right of examination shall extend to all documents necessary for adequate evaluation of the cost or pricing data, along with the computations and projections used therein, including review of accounting principles and practices that reflect properly all direct and indirect costs anticipated for the performance of the Contract.
2. For Contract modifications or change orders the Contracting Officer, the U.S.
Department of Transportation, if applicable, or their representatives shall have the right to examine all books, records, documents and other cost and pricing data related to a Contract modification, unless such pricing is based on adequate price competition, established catalog or market prices of commercial items sold in substantial quantities to the public, or prices set by law or regulation, or combinations thereof. Data related to the negotiation or performance of the Contract modification or change order shall be made available for the purpose of evaluating the accuracy, completeness and currency of the cost or pricing data. The right of examination shall extend to all documents necessary for adequate evaluation of the cost or pricing data, along with the computations and projections used therein, either before or after execution of the Contract modification or change order for the purpose of conducting a cost analysis. If an examination made after execution of the Contract modification or change order reveals inaccurate, incomplete or out-of-date data, the Contracting Officer may renegotiate the Contract modification or change order price adjustment, and the Agency shall be entitled to any reductions in the price that would result from the application of accurate, complete or up-to-date data.
The requirements of this section are in addition to other audit, inspection and record- keeping provisions specified elsewhere in the Contract documents. 57 57
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41 GC 9.10 Confidential Information
Access to government records is governed by the statutes of the State of California. Except as otherwise required by the statutes of the State of California, the Agency shall exempt from disclosure proprietary information, trade secrets and confidential commercial and financial information submitted or disclosed during the Contract period. Any such proprietary information, trade secrets or confidential commercial and financial information that a Contractor believes should be exempted from disclosure shall be specifically identified and marked as such.
Blanket-type identification by designating whole pages or sections as containing proprietary information, trade secrets or confidential commercial and financial information shall not ensure confidentiality. The specific proprietary information, trade secrets or confidential commercial and financial information must be clearly identified as such.
Upon a request for records from a third party regarding the Contract, the Agency shall notify the Contractor in writing. The Contractor must respond within ten (10 ) days with the identification of any and all “proprietary, trade secret or confidential commercial or financial” information, and the Contractor shall indemnify the Agency’s defense costs associated with its refusal to produce such identified information; otherwise, the requested information may be released.
The Agency shall employ sound business practices no less diligent than those used for the Agency’s own confidential information to protect the confidence of all licensed technology, software, documentation, drawings, schematics, manuals, data and other information and material provided by the Contractor pursuant to the Contract that contain confidential commercial or financial information, trade secrets or proprietary information as defined in or pursuant to the statutes of the State of California against disclosure of such information and material to third parties except as permitted by the Contract. The Contractor shall be responsible for ensuring that confidential commercial or financial information, trade secrets or proprietary information, with such determinations to be made by the Agency in its sole discretion, bears appropriate notices relating to its confidential character.
During the performance of the Work under the Contract, it may be necessary for either party (the “Discloser”) to make confidential information available to the other party (the “Recipient”). The Recipient agrees to use all such information solely for the performance of the Work under the Contract and to hold all such information in confidence and not to disclose same to any third party without the prior written consent of the Discloser. Likewise, the Recipient agrees that all information developed in connection with the Work under the Contract shall be used solely for the performance of the Work under the Contract, and shall be held in confidence and not disclosed to any third party without the prior written consent of the Discloser.
This Confidentiality section shall survive the termination or expiration of the Contract. 58 58
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42 GC 9.11 Conflicts of Interest, Gratuities
No member, officer, or employee of the Agency or of a local public body during his or her tenure, or one year thereafter, shall have any interest, direct or indirect, in this Contract or the proceeds thereof.
GC 9.12 General Nondiscrimination Clause
In connection with the performance of Work provided for under this Contract, the Contractor agrees that it shall not, on the grounds of race, religious creed, color, national origin, ancestry, physical disability, medical condition, marital status, sex, sexual orientation or age, discriminate or permit discrimination against any person or group of people in any manner prohibited by federal, state or local laws.
GC 9.13 Amendment and Waiver
GC 9.13.1. Amendment
Any modification or amendment of any provisions of any of the Contract documents shall be effective only if in writing, signed by authorized representatives of both the Agency and Contractor, and specifically referencing this Contract.
GC 9.13.2. Waiver
In the event that either party elects to waive its remedies for any breach by the other party of any covenant, term or condition of this Contract, such waiver shall not limit the waiving party’s remedies for any succeeding breach of that or of any other term, covenant or condition of this Contract.
GC 9.14 Remedies not Exclusive
The rights and remedies of the Agency provided herein shall not be exclusive and are in addition to any other rights and remedies provided by law or under the Contract.
GC 9.15 Counterparts
This Contract may be executed in any number of counterparts. All such counterparts shall be deemed to constitute one and the same instrument, and each of said counterparts shall be deemed an original thereof.
GC 9.16 Severability
Whenever possible, each provision of the Contract shall be interpreted in a manner as to be effective and valid under applicable law. However, if any provision, or part of any provision, should be prohibited or invalid under applicable law, such provision, or part of such provision, shall be ineffective to the extent of such prohibition or invalidity without invalidating the remainder of such provision or the remaining provisions of the Contract. 59 59
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43 GC 9.17 Third-Party Beneficiaries
No provisions of the Contract shall in any way inure to the benefit of any third party, including the public at large, so as to constitute such person a third-party beneficiary of the Contract or of any one or more of the terms and conditions of te Contract or otherwise give rise to any cause of action in any person not a party to the Contract, except as expressly provided elsewhere in the Contract.
GC 9.18 Assignment of Contract
Neither party shall assign or subcontract its rights or obligations under the Contract without prior written permission of the other party, and no such assignment or subcontract shall be effective until approved in writing by the other party. Contractor accepts that the right to Purchase may be reassigned by the original agency identified in the Joint Procurement to unlisted parties.
GC 9.19 Independent Parties
The Contractor is an independent contractor with respect to the performance of all Work hereunder, retaining control over the detail of its own operations, and the Contractor shall not be considered the agent, employee, partner, fiduciary or trustee of the Agency.
GC 9.20 Survival
The following sections shall survive the nominal expiration or discharge of other Contract obligations, and the Agency may obtain any remedy under law, Contract or equity to enforce the obligations of the Contractor that survive the manufacturing, warranty and final payment periods:
• “Intellectual Property Warranty”
• “Data Rights”
• “Indemnification”
• “Governing Law and Choice of Forum”
• “Disputes”
• “Confidential Information”
• “Parts Availability Guarantee”
• “Access to Records”
• “Training”
GC 10. Agency-Specific Provisions – Not Used
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44 SECTION 4: SPECIAL PROVISIONS
SP 1. Authorization to Use the Joint Procurement Contract The use of the Joint Procurement contract shall be restricted to the agencies listed in Appendix “C” which includes CalTrans and its subrecipients, other publicly funded transit agencies, city transit systems, other governmental agencies or non-profit organizations performing governmental services.
SP 2. Assignability
MBTA reserves the right to assign the ability to use the Procurement to any other grantees of FTA funds in accordance with FTA Circular 4220.1F or successor circulars. These grantees shall be CalTrans subrecipients or to members of CalACT geographically located within the State of California. A letter of Assignment shall be issued by either MBTA or by CalACT acting for MBTA under the terms of their Cooperative Purchasing Agreement. MBTA reserves the right to withhold assignments at its unilateral discretion. Each Assignment shall be valid for a one- year period. All buses ordered under that Assignment shall be delivered and accepted in accordance with SP 11.
SP 3. Period of Performance
The initial period of performance shall be two (2) years. MBTA shall have the right to extend the period of performance for three (3) one-year options. The three (3) one-year option periods are a unilateral right that shall not be refused by the Contractor. Subject to the Agency’s right to order modifications, the Option Vehicles shall have the same specifications as the vehicles purchased under the initial Contract. The Agency may exercise the Options by written notice to the Contractor (“Notice of Exercise of Option”) prior to the expiration of the initial period of performance.
In the event that these options are exercised, the pricing for each option period shall be established per the provisions of SP 5.3, Price Validity for Option Periods.
SP 4. Procurement Fee
A procurement fee of 1.5% of total pre-tax price per vehicle, up to $20,000 per transaction shall be paid by the Contractor(s) to the Cooperative each month based on activity on this contract.
This fee shall be shown as a separate line item on the invoice to the Agency ordering the vehicles. It shall be payable to the Cooperative within thirty (30) days of delivery to agencies.
Contractors shall also supply monthly activity reports showing all orders and payments to the Cooperative. This activity may be audited. The Cooperative may charge interest for late payment if payment is delayed more than ten (10) days after the payment Due Date set forth above. Interest will be charged at a rate of 10% of the procurement fee that is due. The fee does not apply to direct purchases by the MBTA or it’s subrecipients. MBTA reserves the right to unilaterally change these fees at any time by giving written notice to the contractor. 61 61
EXHIBIT A – CALACT/MBTA Contract No. 20-01 CBS
Request for Proposal
Issued October 9, 2020
RFP No. 20-01
45 Failure to report shall also be seen as failure to perform the contract and may lead to corrective action up to and including Termination for Default.
SP 5. Pricing
SP 5.1 Price Protection
Contractor agrees all the Prices, terms, warranties, and benefits provided in this Contract are comparable to or better than the terms presently being offered by Contractor to any other governmental entity purchasing the same quantity under similar terms. If during the term of this Contract, Contractor shall enter into contracts with any other governmental entity providing greater benefits or more favorable terms than those provided by this Contract, Contractor shall be obligated to provide the same to Purchaser for subsequent purchases.
SP 5.2 Price Validity for the Initial Contract Term
Contractor agrees to sell vehicle(s), including proposed optional equipment, at the same price and under the terms and conditions of this Agreement from the time of contract award to the expiration of the initial contract term. By submittal and acceptance of its pricing, the Contractor also agrees to provide any of the listed optional features at the listed pricing for the initial two- year contract term.
SP 5.3 Vehicle and Optional Feature Pricing for Option Periods Subject to the provisions of SP 5.5 Price Adjustments, the price of the vehicles and optional equipment ordered after the base period shall be the base period unit price adjusted by mul tiplying the applicable base period price by the following fraction:
Preliminary Index Number on Month Prior to Notice of Exercise of Option Index Number available on Effective Date of the Contract or Prior Option Period The Index shall be the Producer Price Index for Truck and Bus Bodies, Series No. 1413 published by the United States Department of Labor or if such Index is no longer in use, then such replacement which is most comparable to the Index as may be designated by the Bureau of Labor Statistics, or as agreed by the parties. However, in no case shall the annual increase in the cost of a vehicle configuration of separately priced optional equipment item created by the application of the above referenced Index exceed three (3%) unless the Contractor provides written evidence, such as invoices from its suppliers that its net material costs exceed three percent (3%). In that event, the price adjustment shall be three percent (3%) plus one half of the net material costs that exceed three percent (3%).
As an example,
Should the index value raise by three percent or less, the index value shall be applied to the price of each vehicle configuration and each separately priced optional equipment item; Should the index value raise by more than three percent, o The price of each vehicle configuration and each separately priced optional equipment item shall be increased by three percent; and 62 62
EXHIBIT A – CALACT/MBTA Contract No. 20-01 CBS
Request for Proposal
Issued October 9, 2020
RFP No. 20-01
46 o Individual Contractors may request additional increases for individual vehicle configurations or items of separately priced optional equipment. Properly documented increases in net material costs will be subject to the cost sharing provisions above
The net material costs shall consider calculated on the full bill of materials for the affected vehicle or separately priced optional equipment. An increase in excess of three percent for a particular system or equipment will not merit a price increase in excess of three percent, should those costs be offset by reduced pricing of other systems or equipment.
Pricing considered must include any applicable rebates, credits, or other offsets of any kind.
Price adjustments shall be made at the start of each option year, with the three percent (or greater) maximum described above based on the then current pricing. That is, an adjustment at the start of the first option period would be calculated from base pricing. An adjustment at the start of the second option period would be calculated on the first option period pricing. An adjustment at the start of the third option period would be calculated on the second option period pricing
SP 5.4 Prohibitions
Contractors are expressly prohibited from offering any rebates, parts credits and any other price discounts following contract award.
SP 5.5 Price Adjustments
Section GC 9.6, Changes of Law, provides for price adjustments because of changes of law.
Section SP 5.3 provides for price adjustments based on increased material costs. The Agency shall consider extraordinary relief when circumstances amounting to a force majeure impact the Contractor’s material costs.
For Ordering Agencies that are not eligible for manufacturer’s Government Price Concessions, the Contractor may make additional charges for any additional amount only offset by any other concessions or credits applicable to the price of the bus, identifying this is the proposal made to the ordering agency and providing supporting documentation.
Wherever practicable, a minimum of 60 calendar days advance written notice of price increase is required which is to be accompanied by sufficient documentation to justify the requested increase.
63 63
EXHIBIT A – CALACT/MBTA Contract No. 20-01 CBS
Request for Proposal
Issued October 9, 2020
RFP No. 20-01
47 SP 6. Ordering Procedures
Agencies that are members of the joint procurement and that are using federal funds to place orders under this contract shall follow the following procedures:
1. The Agency shall develop a requirements list showing all optional features, if any, that are required. In addition, the Agency shall identify any other evaluation factors that shall be considered in determining which vehicle is to be ordered. (Factors that may also be considered include past performance, special features of the specific vehicle required for effective program performance, warranty considerations, if any, maintenance or inventory considerations, if any and proposed delivery schedule.)
2. The Agency shall issue a request for delivery schedule to Contractors for at least three of vehicles available on the contract. (If there are fewer than three vehicles listed, the Agency shall obtain this information for the maximum number of vehicles available.) The RFQ shall list any other additional information that is required. It shall also note how information shall be evaluated and the deadline for submittal.
3. Following receipt of the information, the Agency shall evaluate the submittals according to the evaluation criteria and select the quote that represents the offer that is most advantageous to the Agency when all factors are evaluated.
4. The recommended firm shall receive a written Order Confirmation form from the Ordering Agency. This form shall indicate:
a. Itemized list of all vehicles, parts, etc. being ordered and prices b. Designated delivery point
c. Delivery due date.
5. The Order Confirmation form does not replace any other required document such as Purchase Orders that may be issued by the agency.
6. All eligible orders must provide a proposal (quote) from the selected Dealer or Manufacturer that provides at a minimum the following information:
Vehicle Type-provide description that includes make, model, vehicle class, propulsion type and capacity
Full and legal Ordering Agency Name as it will appear on the Assignment Contact at Ordering Agency (including email, title, mailing address, phone number).
Provide additional name if your contact is not the person that will receive the Assignment Letter.
Sales person
Quantity ordered-quote is to reflect entire and complete bus order, and is not per bus Price of all options
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EXHIBIT A – CALACT/MBTA Contract No. 20-01 CBS
Request for Proposal
Issued October 9, 2020
RFP No. 20-01
48 7. Ordering agency to initiate the transaction in the Cooperative’s online ordering program. The agency and Contractor to update all information and changes as needed.
Awarded contractors to be briefed by Cooperative staff on use of this program prior to beginning sales activity on the contract. A Cooperative representative will issue a Letter of Assignment only after all the aforementioned steps have taken place.
ADA eligible Items identified for sales tax exemption
Published and Non Published Options are to be listed separately Total Price of Bus subject to the procurement fee
Document Fee
Sales Tax
Procurement Fee
Delivery fee as quoted on Price Worksheet with expected delivery date-quotes issued without a delivery date are not valid.
Date of Order
All quotes from the contractor must be written using the same format and approved by the Cooperative prior to first order. Any changes to the order by the buyer or seller after receipt need to be sent to the Cooperative. All buses ordered must be compliance with the contract.
Questions about buyer eligibility to purchase from the contract need to be sent to the Cooperative for verification. Any change orders made to the initial purchase order are to be communicated as soon as possible to the Cooperative.
SP 7. Inspection, Testing, Acceptance and Repairs
SP 7.1 Inspections
At the sole election of MBTA, the Agency may conduct an on-site inspection of the plant and/or first vehicle being manufactured to validate compliance with the specification and to validate the Post-Delivery Buy America and any other audit requirements. This vehicle is being called a First Article bus and it shall serve as a standard for the units that follow as ordered. This shall not relieve the Contractor and manufacturer from an obligation to manufacture all units in compliance with all specifications. The agency will at its discretion conduct on-site or virtual inspections of the manufacturing facility to confirm quality control procedures, technical qualifications and Buy America requirements.
As least thirty (30) days prior to completion of the First Article bus, the Contractor is to notify the MBTA in writing. The First Article bus is to be available for inspection either at the point of delivery or at the manufacturing facility. Parties that are to be present include representatives from the successful manufacturer, the Contractor and representative(s) from the MBTA. If the inspection is held at the manufacturing facility, the Contractor shall pay travel expenses and $50 per day per diem for up to (two) Cooperative representatives. The Contractor may be required to pay a up to a total of $2500 per vehicle for consultant/s to perform facility and Buy America 65 65
EXHIBIT A – CALACT/MBTA Contract No. 20-01 CBS
Request for Proposal
Issued October 9, 2020
RFP No. 20-01
49 audits to be invoiced by the Cooperative. Should a change in manufacturing facility or bus design require another set of inspections post-award, the same schedule of fees shall apply.
SP 7.2 Pre-Delivery Tests
The Contractor’s or manufacturer’s pre-delivery tests and inspections of all Vehicles shall be performed at or near the manufacturing plant; they shall be performed in accordance with the procedures defined in Quality Assurance Provisions, and they may be witnessed by the Resident Inspector, if one is assigned to a specific order. The records of this testing shall be provided to the ordering agency in accordance with the Quality Assurance Provisions.
SP 7.3 Service Prior to Delivery
Prior to delivery, each vehicle shall be inspected and serviced by the Contractor or by an authorized dealer of the manufacturer in a service shop located near the Ordering Agency. The service shall include not less than the following:
A. Check and fill all fluid levels as necessary. This shall include but not be limited to engine oil, hydraulic oil, transmission fluid, coolant level and mixture, battery levels, brake fluid, differential oil, washer fluid, and any and all other fluid levels.
B. Complete wash and detail of the vehicle and removal of all unnecessary dealer stickers prior to delivery and inspection.
C. A four-wheel alignment at final point of inspection. Wheel alignment shall take place after delivery to the Contractor's location. Documentation of alignment settings for camber, caster, and toe-in settings shall be furnished for the final inspection, and must accompany delivery documentation to Ordering Agency.
D. Full tank of fuel at the Contractor's location.
E. Documentation of the alignment of headlights shall be provided to the Ordering Agency at delivery.
F. Check to insure proper operation of all accessories, gauges, lights, mechanical, and hydraulic features. Particular attention shall be given to door alignment, lift operation, weather-stripping, hardware, paint condition, and labeling of the cooling system.
G. Copy of the Contractor’s pre-delivery inspection and all subsequent inspections by Contractor's inspectors shall be provided to the Ordering Agency upon delivery.
H. A certified four-corner weight certificate showing the “as built” weight of the vehicle shall be provided with each vehicle at the time of delivery. The vehicle shall be full of fuel and all fluids and weighed with all equipment installed. The weight certificate shall be included with the bus and available for review at time of inspection.
SP 7.4 Delivery Coordination and Pricing of Delivery
All vehicle deliveries shall be coordinated with the ordering agency. The Contractor shall contact the ordering agency to agree upon a delivery schedule at least three (3) working days prior to delivery. Delivery shall be made during normal working hours. Delivery terms are Freight on Board (FOB) to be specified by the ordering agency, either at their place of business or at closest 66 66
EXHIBIT A – CALACT/MBTA Contract No. 20-01 CBS
Request for Proposal
Issued October 9, 2020
RFP No. 20-01
50 dealer location. Delivery charges are to be proposed per zone on the price worksheet and charged accordingly.
SP 7.5 Delivery Inspection, Post-Delivery Tests and Acceptance Upon delivery of the Vehicle at a point of delivery, the Agency shall take possession of the Vehicle and shall perform the inspections and tests. For vehicles that are Federally funded, each bus shall be inspected and road tested per Appendix B, Visual Inspection and Road Test Forms.
For vehicles funded by or through Caltrans, each bus shall also be inspected using Appendix C, Caltrans Vehicle Inspection Report. If the Vehicle passes these inspections and tests, the Agency shall Accept the Vehicle no later than the fifteenth day after Contractor delivers the Vehicle to the Agency. The Agency may Accept a Vehicle earlier upon Notice of early Acceptance to the Contractor. If the Agency has not issued a Notice of Acceptance, the Agency shall be deemed to have accepted a Vehicle on the date it places the Vehicle into revenue service.
Vehicles that fail to pass the post-delivery tests are subject to non-acceptance. The Agency shall record details of all Defects on the appropriate test forms and shall notify the Contractor of acceptance or non-acceptance of each bus after completion of the tests. The Defects detected during these tests shall be repaired according to procedures defined in “Repairs after Non- Acceptance.”
SP 7.6 Documentation and Deliverables Per Bus Order
The Technical Specification identifies all technical deliverables that must be provided with each bus order. In addition to those items, the Contractor shall provide deliver the following documentation and deliverables with the bus(es).
Warranty papers – forms, policy, procedures
Post Delivery Buy America documentation if different from the Post Delivery Buy America audit conducted under SP 17.
The Contractor also shall exert its best efforts to keep maintenance manuals, operator manuals and parts books up to date for a period of five (5) years. The supplied manuals shall incorporate all equipment ordered on the buses covered by this procurement. In instances where copyright restrictions or other considerations prevent the Contractor from incorporating major components information into the bus parts and service manuals, separate manual sets as published by the subcomponent Supplier shall be provided.
SP 7.7 Repairs after Non-Acceptance
The Contractor, or its designated representative, shall perform the repairs after non-acceptance.
SP 8.
The Contractor shall provide a vehicle orientation with each vehicle delivered to an Agency. If an agency orders more than one (1) vehicle of identical specifications, the orientations shall be 67 67
EXHIBIT A – CALACT/MBTA Contract No. 20-01 CBS
Request for Proposal
Issued October 9, 2020
RFP No. 20-01
51 provided on the first vehicle delivered. The orientation shall be conducted by the Contractor for the maintenance and operations supervisory and training personnel. The orientation shall include but not be limited to:
Engine type and proper type of fuel
How to check coolant level and type of coolant required Function of all controls on the vehicle.
Function of all controls on the driver control panel
Location and function of controls on all add-on equipment, such as the A/C, etc. Location and identification of all visible and audible alarms. Location and identification of tire pressure ID plate Location of batteries and how to service the batteries.
SP 9. Registration of Vehicles
The Contractor shall register the vehicles. A certification of compliance for vehicle emissions must be supplied at the time of delivery of each vehicle. Any additional requirements involving vehicle registration such as listing of lien holders shall be provided by the ordering Agency and included in the Order Confirmation form. The Contractor warrants that the title shall pass to the Agency free and clear of all liens (other than those provided by the Ordering Agency), mortgages and encumbrances, financing statements, security agreements, claims, and demands of any character following the Agency’s Acceptance of each bus. Registration costs shall not be billed separately and must be incorporated into the vehicle unit prices.
SP 10. Payment
All payments shall be made as provided herein, less any additional amount withheld as provided below and less any amounts for liquidated damages in accordance with “Liquidated Damages for Late Delivery of the Bus.”
The Agency shall make payments for buses at the unit prices itemized in the price schedule within thirty (30) calendar days after the delivery and acceptance of each bus and receipt of a proper invoice.
The Agency shall make payments for spare parts and/or equipment at the unit prices itemized in the price schedule within thirty (30) calendar days after the delivery and acceptance of said spare parts and/or equipment and receipt of a proper invoice.
The Agency shall make a final payment for all withholding within thirty (30) calendar days of receipt of a final proper invoice and the following:
1. Delivery and acceptance of all Contract deliverables, including manuals and other documentation required by the Contract, excluding training.
2. Contractor provision of any certifications as required by law and/or regulations.
3. Completion of post-delivery audits required under the Contract. 68 68
EXHIBIT A – CALACT/MBTA Contract No. 20-01 CBS
Request for Proposal
Issued October 9, 2020
RFP No. 20-01
52 SP 10.1 Invoices
Contractor shall submit invoices for all Vehicles, Spare Parts, and all equipment and other items purchased under this Contract to the Agency thirty (30) calendar days prior to each delivery.
Payment shall be within 30 days after Acceptance of each item. Proforma invoices shall be acceptable.
SP 10.2 Payment of Taxes
Unless otherwise provided in this Contract, the Contractor shall pay all federal, state and local taxes, and duties applicable to and assessable against any Work, goods, services, processes and operations incidental to or involved in the Contract, including but not limited to retail sales and use, transportation, export, import, business and special taxes. The Contractor is responsible for ascertaining and paying the taxes when due. The total Contract price shall include compensation for all taxes the Contractor is required to pay by laws in effect on the Proposal Due Date, except sales and use taxes normally applicable to purchasers. These sales and use taxes vary by jurisdiction and shall be billed separately, at cost and without markup of any kind, and subsequently reimbursed by each purchaser in conjunction with payment for the vehicles. The Contractor shall maintain auditable records, subject to the Agency reviews, confirming that tax payments are current at all times. Each invoice for vehicles shall specifically indicate the tax exemption for handicapped equipment (California Revenue and Taxation Code Section 6394.4).
SP 11. Delivery Schedule
The Contractor shall deliver all buses on or before the delivery date contained in the Order Confirmation issued by each ordering agency or if not specified, the minimum delivery standards specified in this section. The Order Confirmation shall also indicate the point of delivery as well as days and hours of delivery.
“Default” Delivery Standard: If a delivery date is not specified, delivery of the vehicles shall be completed within 180 calendar days for and within 270 days for Class E and T after issuance of purchase orders by the Cooperative’s participants. For CNG fueled and electric vehicles delivery is extended an additional 90 days. Class M vehicles shall be delivered within 365 days, If the delivery is delayed because of strike, injunctions, governmental controls, or any cause or circumstances beyond the reasonable control of the manufacturer, supplier or contractor, the time of completion of delivery may be extended upon written request from the proposing firm and approval by the MBTA and the ordering agency. The request for extension must include detailed justification for the length of the time extension.
The Contractor are to propose a delivery date identifying this in its proposal to each participant. Proposals (quotes) not indicating a delivery date to the ordering agency default to the abov e standard. Liquidated damages to be assessed based on the revised delivery schedule.
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EXHIBIT A – CALACT/MBTA Contract No. 20-01 CBS
Request for Proposal
Issued October 9, 2020
RFP No. 20-01
53 SP 12. Liquidated Damages for Late Delivery of the Bus It is mutually understood and agreed by and between the parties to the Contract that time is of the essence with respect to the completion of the Work and that in case of any failure on the part of the Contractor to deliver the buses within the time specified in “Delivery Schedule,” except for any excusable delays as provided in “Excusable Delays/Force Majeure” or any extension thereof, the Agency shall be damaged thereby. The amount of said damages, being difficult if not impossible of definite ascertainment and proof, it is hereby agreed that the amount of such damages due to the Agency shall be fixed at $50 per business day per bus.
The Contractor hereby agrees to pay the aforementioned amounts as fixed, agreed and liquidated damages, and not by way of penalty, to the Agency and further authorizes the Agency to deduct the amount of the damages from money due the Contractor under the Contract, computed as aforesaid. If the money due the Contractor is insufficient or no money is due the Contractor, then the Contractor shall pay the Agency the difference or the entire amount, whichever may be the case, within thirty (30) days after receipt of a written demand by the Contracting Officer.
The payment of aforesaid fixed, agreed and liquidated damages shall be in lieu of any damages for any loss of profit, loss of revenue, loss of use, or for any other direct, indirect, special or consequential losses or damages of any kind whatsoever that may be suffered by the Agency arising at any time from the failure of the Contractor to fulfill the obligations referenced in this clause in a timely manner.
SP 13. Service and Parts
SP 13.1 Contractor Service and Parts Support
The Contractor shall state on the form Contractor Service and Parts Support Data the representatives responsible for assisting the Agency, as well as the location of the nearest distribution center, which shall furnish a complete supply of parts and components for the repair and maintenance of the buses to be supplied. The Contractor also shall state in its Proposal its policy on transportation charges for parts other than those covered by warranty. The Contractor must identify in its proposal that it has the resources and experience to service a contract of this scale. Physical service centers with the proximity and the technical capacity to serve the Cooperative’s statewide participants are to be identified. Alternatively, if a proposer intends to utilize a subcontractor to provide service and warranty the proposed subcontractor must be identified in the bid. A letter documenting the manufacturer’s approval and authorization of the proposed service provider to perform service and warranty repairs for this contract, along with a letter from the subcontract service provider agreeing to perform the proposed service and warranty requirements, must be submitted with the bid. The Agency reserves the right to evaluate and approve the subcontractor’s technical capacity to adequately serve a contract of the size and scope anticipated for this procurement.
SP 13.2 Parts Availability Guarantee
The Contractor hereby guarantees to provide, within reasonable periods of time, the spare parts, software and all equipment necessary to maintain and repair the buses supplied under this 70 70
EXHIBIT A – CALACT/MBTA Contract No. 20-01 CBS
Request for Proposal
Issued October 9, 2020
RFP No. 20-01
54 Contract for a period of at least five (5) years after the date of acceptance. Parts shall be interchangeable with the original equipment and shall be manufactured in accordance with the quality assurance provisions of this Contract. Prices shall not exceed the Contractor’s then- current published catalog prices.
Where the parts ordered by the Agency are not received within two working days of the agreed- upon time and date and a bus procured under this Contract is out of service due to the lack of said ordered parts, then the Contractor shall provide the Agency, within eight (8) hours of the Agency’s verbal or written request, the original Suppliers’ and/or manufacturers’ parts numbers, company names, addresses, telephone numbers and contact persons’ names for all of the specific parts not received by the Agency.
Where the Contractor fails to honor this parts guarantee or parts ordered by the Agency are not received within thirty (30) days of the agreed-upon delivery date, then the Contractor shall provide to Agency, within seven (7) days of the Agency’s verbal or written request, the design and manufacturing documentation for those parts manufactured by the Contractor and the original Suppliers’ and/or manufacturers’ parts numbers, company names, addresses, telephone numbers and contact persons’ names for all of the specific parts not received by the Agency. The Contractor’s design and manufacturing documentation provided to the Agency shall be for its sole use in regard to the buses procured under this Contract and for no other purpose.
SP 14. Federal Motor Vehicle Safety Standards (FMVSS)
The Contractor shall submit either a manufacturer’s FMVSS self-certification that the vehicle complies with relevant FMVSS or a manufacturer’s certified statement that the contracted buses shall not be subject to FMVSS regulations. One copy of the statement shall be provided to each Agency with the delivery of the buses.
SP 15. Motor Vehicle Pollution Requirements
The Contractor shall furnish to each Agency a certification in writing with each Vehicle delivered that:
Vehicles shall meet Federal and California pollution requirements. The horsepower of the Vehicle is adequate for the speed, range, and terrain in which it shall be required to operate and meet the demands of all auxiliary power equipment.
SP 16. Insurance
The Agency recognizes that the Contractor may be a dealer whose role is warranty and service of the vehicles. In such cases, the Contractor shall maintain in effect during the term of this Contract, including any warranty period, at its own expense, at least the following coverage and limits of insurance:
• Statutory Workers Compensation and Employers Liability insurance and/or qualified self-insurance program covering Supplier’s employees while on Agency property. • Commercial General Liability Insurance:
71 71
EXHIBIT A – CALACT/MBTA Contract No. 20-01 CBS
Request for Proposal
Issued October 9, 2020
RFP No. 20-01
55 • Bodily Injury and Property Damage, including Contractual Liability covering the indemnification contained herein, $1,000,000 combined single limits per occurrence, $5,000,000 aggregate, where applicable.
• Product liability: $1,000,000 per occurrence, for a period of five (5) years after acceptance of the last bus delivered under this Contract (Products Liability coverage may be effected through one or more excess liability policies). • Automobile Liability Insurance: Bodily Injury and Property Damage, $1,000,000 combined single limits per occurrence.
In addition, the vehicle manufacturer whose role is to provide the vehicle shall maintain in effect during the term of this Contract, including any warranty period, at its own expense, at least the following coverage and limits of insurance:
• Commercial General Liability Insurance:
• Bodily Injury and Property Damage, including Contractual Liability covering the indemnification contained herein, $1,000,000 combined single limits per occurrence, $5,000,000 aggregate, where applicable.
• Product liability: $1,000,000 per occurrence, for a period of five (5) years after acceptance of the last bus delivered under this Contract (Products Liability coverage may be effected through one or more excess liability policies).
Contractor shall deliver to the Agency, within thirty (30) days after receiving Notice of Award of this Contract, evidence of the above. Prior to the expiration of any insurance during the time required, the Supplier shall furnish evidence of renewal to the Agency’s Contract Administrator.
SP 17. Buy America Post-Delivery Audit
Prior to delivery of the first vehicle, the Contractor shall demonstrate compliance with Buy America through a Buy America Post-Delivery audit. The audit requirements are further detailed in Appendix E.
SP 18. Interchangeability
All buses delivered under this Contract, whether provided by a Subcontractor or Supplier, or manufactured by the Contractor, shall be duplicates in design and manufacture, and installed to assure Interchangeability among Buses in each separate order. This Interchangeability shall extend to the components and parts as well as to their locations in the Buses for all buses produced during the first year of the contract.
For buses being produced during the second base year of the Contract, MBTA shall consider changes such as product improvements on a case-by-case basis. MBTA’s basic expectation for any such change is that the new product shall perform at least as well if not better than the original. To that end, the Contractor may be required to obtain and provide an extended warranty at no cost for any proposed change in components. 72 72
EXHIBIT A – CALACT/MBTA Contract No. 20-01 CBS
Request for Proposal
Issued October 9, 2020
RFP No. 20-01
56 In the event that a supplier discontinues a product during the Contract period, MBTA shall consider a substitute product on a case-by-case basis. No substitutions are to be not without the express written consent of MBTA. MBTA’s basic expectation for any such change is that the new product shall perform at least as well if not better than the original. To that end, the Contractor may be required to obtain and provide an extended warranty at no cost for any proposed change in components.
All such changes shall be processed according to the provisions of GC 8, Changes. The Contractor shall not modify any of the listed items contained on the Technical Submittal which was submitted with the proposal without the express written consent of MBTA.
SP 19. New Technology
The MBTA reserves the right to add or replace new devices to this contract that may evolve through new technology to the resulting contract. Such additions must be for the same purpose as equipment awarded and fall within the original scope. Such equipment shall only be added if it is presented as an items addition by an awarded Contractor.
SP 20. Altoona Testing for New Buses.
The Agency values timely delivery of fully compliant vehicles. Requirements for timely delivery are established in SP 11 and 12. Requirements for compliance with 49 CFR Part 655 (Altoona Bus Testing) are established in FR 14. Additionally, Proposers and Contractors offering new bus models as defined in 49 CFR 655.5 are required to make reasonable progress towards successfully completing Altoona testing. In this context, “reasonable progress” is defined as:
FTA authorization (confirmation from FTA Bus Testing Program) of testing obtained prior to submission of final proposal; and
Successful completion of required testing within one year of award. (Passed and satisfactory test)
The agency will consider timely, good faith efforts by Proposers and contractors in enforcing these requirements but retains the authority to reject any proposal related to a new bus model for which the FTA has not authorized testing, and to take any such other actions to ensure new bus model sellers diligently pursue successful testing.
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EXHIBIT A – CALACT/MBTA Contract No. 20-01 CBS
Request for Proposal
Issued October 9, 2020
RFP No. 20-01
57 SECTION 5: FEDERAL REQUIREMENTS
FR 1. Access to Records
The Contractor agrees to maintain all books, records, accounts and reports required under this Contract for a period of not less than three years after the date of termination or expiration of this Contract, except in the event of litigation or settlement of claims arising from the performance of this Contract, in which case Contractor agrees to maintain same until the Agency, the FTA Administrator, the Comptroller General or any of their duly authorized representatives have disposed of all such litigation, appeals, claims or exceptions related thereto. Reference 49 CFR 18.39(i)(11).
The following access to records requirements apply to this Contract:
FR 1.1 Local Governments
In accordance with 49 CFR 18.36(i), the Contractor agrees to provide the Agency, the FTA Administrator, the Comptroller General of the United States or any of their authorized representatives access to any books, documents, papers and records of the Contractor that are directly pertinent to this Contract for the purposes of making audits, examinations, excerpts and transcriptions. Contractor also agrees, pursuant to 49 CFR 633.17 to provide the FTA Administrator or his authorized representatives including any PMO Contractor access to Contractor’s records and construction sites pertaining to a major capital project, defined at 49 USC 5302(a)1, which is receiving federal financial assistance through the programs described at 49 USC 5307, 5309 or 5311.
FR 1.2 State Governments
In accordance with 49 CFR 633.17, the Contractor agrees to provide the Agency, the FTA Administrator or his authorized representatives, including any PMO Contractor, access to the Contractor’s records and construction sites pertaining to a major capital project, defined at 49 USC 5302(a)1, which is receiving federal financial assistance through the programs described at 49 USC 5307, 5309 or 5311. By definition, a major capital project excludes contracts of less than the simplified acquisition threshold currently set at $250,000.
The Contractor agrees to permit any of the foregoing parties to reproduce by any means whatsoever or to copy excerpts and transcriptions as reasonably needed.
FR 2. Federal Funding, Incorporation of FTA Terms and Federal Changes The preceding provisions include, in part, certain standard terms and conditions required by the Department of Transportation, whether or not expressly set forth in the preceding Contract provisions. All contractual provisions required by DOT, as set forth in FTA Circular 4220.1F or its successors are hereby incorporated by reference. Anything to the contrary herein notwithstanding, all FTA mandated terms shall be deemed to control in the event of a conflict with other provisions contained in this agreement. The Contractor shall not perform any act, fail 74 74
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58 to perform any act or refuse to comply with any Agency requests that would cause the Agency to be in violation of the FTA terms and conditions.
The Contractor shall at all times comply with all applicable FTA regulations, policies, procedures and directives, including without limitation those listed directly or by reference in the Master Agreement between Agency and FTA, as they may be amended or promulgated from time to time during the term of this Contract. Contractor’s failure to so comply shall constitute a material breach of this Contract.
FR 3. Federal Energy Conservation Requirements
The Contractor agrees to comply with mandatory standards and policies relating to energy efficiency that are contained in the state energy conservation plan issued in compliance with the Energy Policy and Conservation Act.
FR 4. Civil Rights Requirements
The following requirements apply to the underlying Contract:
1. Nondiscrimination: In accordance with Title VI of the Civil Rights Act, as amended, 42 USC § 2000d, section 303 of the Age Discrimination Act of 1975, as amended, 42 USC § 6102, section 202 of the Americans with Disabilities Act of 1990, 42 USC § 12132, and Federal transit law at 49 USC § 5332, the Contractor agrees that it shall not discriminate against any employee or applicant for employment because of race, color, creed, national origin, sex, age, or disability. In addition, the Contractor agrees to comply with applicable Federal implementing regulations and other implementing requirements FTA may issue.
2. Equal Employment Opportunity: The following equal employment opportunity requirements apply to the underlying Contract:
(a) Race, Color, Creed, National Origin, Sex: In accordance with Title VII of the Civil Rights Act, as amended, 42 USC § 2000e, and Federal transit laws at 49 USC § 5332, the Contractor agrees to comply with all applicable equal employment opportunity requirements of U.S. Department of Labor (U.S. DOL) regulations, “Office of Federal Contract Compliance Programs, Equal Employment Opportunity, Department of Labor,” 41 CFR Parts 60 et seq., (which implement Executive Order No. 11246, “Equal Employment Opportunity,” as amended by Executive Order No. 11375, “Amending Executive Order 11246 Relating to Equal Employment Opportunity,” 42 USC § 2000e note), and with any applicable Federal statutes, executive orders, regulations, and Federal policies that may in the future affect construction activities undertaken in the course of the Project. The Contractor agrees to take affirmative action to ensure that applicants are employed, and that employees are treated during employment, without regard to their race, color, creed, national origin, sex, or age. Such action shall include, 75 75
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59 but not be limited to, the following: employment, upgrading, demotion or transfer, recruitment or recruitment advertising, layoff or termination; rates of pay or other forms of compensation; and selection for training, including apprenticeship. In addition, the Contractor agrees to comply with any implementing requirements FTA may issue.
(b) Age: In accordance with section 4 of the Age Discrimination in Employment Act of 1967, as amended, 29 USC §§ 623 and Federal transit law at 49 USC § 5332, the Contractor agrees to refrain from discrimination against present and prospective employees for reason of age. In addition, the Contractor agrees to comply with any implementing requirements FTA may issue. (c) Disabilities: In accordance with section 102 of the Americans with Disabilities Act, as amended, 42 USC § 12112, the Contractor agrees that it shall comply with the requirements of U.S. Equal Employment Opportunity Commission, “Regulations to Implement the Equal Employment Provisions of the Americans with Disabilities Act,” 29 CFR Part 1630, pertaining to employment of persons with disabilities. In addition, the Contractor agrees to comply with any implementing requirements FTA may issue.
3. The Contractor also agrees to include these requirements in each subcontract financed in whole or in part with Federal assistance provided by FTA, modified only if necessary to identify the affected parties.
FR 5. No Government Obligation to Third Parties
1. The Agency and Contractor acknowledge and agree that, notwithstanding any concurrence by the Federal Government in or approval of the Solicitation or award of the underlying Contract, absent the express written consent by the Federal Government, the Federal Government is not a party to this Contract and shall not be subject to any obligations or liabilities to the Agency, Contractor, or any other party (whether or not a party to that Contract) pertaining to any matter resulting from the underlying Contract.
2. The Contractor agrees to include the above clause in each subcontract financed in whole or in part with Federal assistance provided by FTA. It is further agreed that the clause shall not be modified, except to identify the Subcontractor who shall be subject to its provisions.
FR 6. Program Fraud and False or Fraudulent Statements or Related Acts
1. The Contractor acknowledges that the provisions of the Program Fraud Civil Remedies Act of 1986, as amended, 31 USC §§ 3801 et seq. and U.S. DOT regulations, “Program Fraud Civil Remedies,” 49 CFR Part 31, apply to its actions pertaining to this Project.
Upon execution of the underlying Contract, the Contractor certifies or affirms the truthfulness and accuracy of any statement it has made, it makes, it may make, or causes 76 76
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60 to be made, pertaining to the underlying Contract or the FTA assisted project for which this Contract Work is being performed. In addition to other penalties that may be applicable, the Contractor further acknowledges that if it makes, or causes to be made, a false, fictitious, or fraudulent claim, statement, submission, or certification, the Federal Government reserves the right to impose the penalties of the Program Fraud Civil Remedies Act of 1986 on the Contractor to the extent the Federal Government deems appropriate.
2. The Contractor also acknowledges that if it makes, or causes to be made, a false, fictitious, or fraudulent claim, statement, submission, or certification to the Federal Government under a Contract connected with a project that is financed in whole or in part with Federal assistance originally awarded by FTA under the authority of 49 USC § 5307, the Government reserves the right to impose the penalties of 18 USC § 1001 and 49 USC § 5307(n)(1) on the Contractor, to the extent the Federal Government deems appropriate.
3. The Contractor agrees to include the above two clauses in each subcontract financed in whole or in part with Federal assistance provided by FTA. It is further agreed that the clauses shall not be modified, except to identify the Subcontractor who shall be subject to the provisions.
FR 7. Suspension and Debarment
This Contract is a covered transaction for purposes of 49 CFR Part 29. As such, the Contractor is required to verify that none of the Contractor, its principals, as defined at 49 CFR 29.995, or affiliates, as defined at 49 CFR 29.905, are excluded or disqualified as defined at 49 CFR 29.940 and 29.945.
The Contractor is required to comply with 49 CFR 29, Subpart C, and must include the requirement to comply with 49 CFR 29, Subpart C, in any lower-tier covered transaction it enters into.
By signing and submitting its bid or Proposal, the Bidder or Proposer certifies as follows:
The certification in this clause is a material representation of fact relied upon by the Agency. If it is later determined that the Bidder or Proposer knowingly rendered an erroneous certification, in addition to remedies available to the Agency, the federal government may pursue available remedies, including but not limited to suspension and/or debarment. The Bidder or Proposer agrees to comply with the requirements of 49 CFR 29, Subpart C, while this Proposal is valid and throughout the period of any Contract that may arise from this Proposal. The Bidder or Proposer further agrees to include a provision requiring such compliance in its lower tier covered transactions.
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61 FR 8. Disadvantaged Business Enterprise (DBE)
This Contract is subject to the requirements of Title 49, Code of Federal Regulations, Part 26, Participation by Disadvantaged Business Enterprises in Department of Transportation Financial Assistance Programs.
The Contractor shall maintain compliance with “DBE Approval Certification” throughout the period of Contract performance.
The Contractor shall not discriminate on the basis of race, color, national origin or sex in the performance of this Contract. The Contractor shall carry out applicable requirements of 49 CFR Part 26 in the award and administration of this DOT-assisted Contract. Failure by the Contractor to carry out these requirements is a material breach of this Contract, which may result in the termination of this Contract or such other remedy as the Agency deems appropriate. Each subcontract the Contractor signs with a Subcontractor must include the assurance in this paragraph (see 49 CFR 26.13(b)).
FR 9. Prompt Payment to Subcontractors
Pursuant to 49 Code of Federal Regulations (CFR) Part 26, the Contractor shall pay each Subcontractor under this Contract for satisfactory performance of its Contract no later than thirty days (30) days after receipt of each Progress Payment received from Agency. The Contractor shall pay to each Subcontractor all amounts it has retained from payments under the Subcontract within thirty (30) days after the Subcontractor’s work is satisfactorily completed. Any delay of payment beyond the thirty (30) day time limit shall be only for good cause, and only upon the prior written approval of Agency.
FR 10. Clean Water Requirements
1. The Contractor agrees to comply with all applicable standards, orders or regulations issued pursuant to the Federal Water Pollution Control Act, as amended, 33 USC 1251 et seq. The Contractor agrees to report each violation to the Agency and understands and agrees that the Agency shall, in turn, report each violation as required to assure notification to FTA and the appropriate EPA Regional Office.
2. The Contractor also agrees to include these requirements in each subcontract exceeding $150,000 financed in whole or in part with Federal assistance provided by FTA.
FR 11. Clean Air Requirements
1. The Contractor agrees to comply with all applicable standards, orders or regulations issued pursuant to the Clean Air Act, as amended, 42 USC §§ 7401 et seq. The Contractor agrees to report each violation to the Agency and understands and agrees that the Agency shall, in turn, report each violation as required to assure notification to FTA and the appropriate EPA Regional Office.
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62 2. The Contractor also agrees to include these requirements in each subcontract exceeding $150,000 financed in whole or in part with Federal assistance provided by FTA.
FR 12. Compliance with Federal Lobbying Policy
Contractors who apply or bid for an award of $100,000 or more shall file the certification required by 49 CFR Part 20, “New Restrictions on Lobbying.” Each tier certifies to the tier above that it shall not and has not used federal appropriated funds to pay any person or organization for influencing or attempting to influence an officer or employee of any Agency, a member of Congress, an 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 USC 1352. Each tier shall also disclose the name of any registrant under the Lobbying Disclosure Act of 1995 who has made lobbying contacts on its behalf with non-federal funds with respect to that federal Contract, grant or award covered by 31 USC 1352. Such disclosures are forwarded from tier to tier up to the recipient.
FR 13. Buy America
The Contractor agrees to comply with 49 USC 5323(j) and 49 CFR Part 661, which provide that federal funds may not be obligated unless steel, iron and manufactured products used in FTA- funded projects are produced in the United States, unless a waiver has been granted by FTA or the product is subject to a general waiver. General waivers are listed in 49 CFR 661.7. A general public interest waiver from the Buy America requirements applies to microprocessors, computers, microcomputers, software or other such devices, which are used solely for the purpose of processing or storing data. This general waiver does not extend to a product or device that merely contains a microprocessor or microcomputer and is not used solely for the purpose of processing or storing data.
Separate requirements for rolling stock are set out at 49 USC 5323(j)(2)(C) and 49 CFR 661.11.
Rolling stock must be assembled in the United States and have a 70 percent domestic content.
A Bidder or Proposer must submit to the Agency the appropriate Buy America Certification with all offers on FTA-funded contracts, except those subject to a general waiver. Proposals that are not accompanied by a properly completed Buy America certification are subject to the provisions of 49 CFR 661.13 and may be rejected as nonresponsive.
FR 14. Testing of New Bus Models
The Contractor agrees to comply with 49 USC A 5323(c) and FTA’s implementing regulation at 49 CFR Part 665 and shall perform the following:
1. A manufacturer of a new bus model or a bus produced with a major change in components or configuration shall provide a copy of the final test report to the recipient at a point in the procurement process specified by the recipient, which shall be prior to the recipient’s final acceptance of the first vehicle. See SP 20 for additional detail for “new bus models.”
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63 2. A manufacturer who releases a report under Paragraph 1 above shall provide notice to the operator of the testing facility that the report is available to the public.
3. If the manufacturer represents that the vehicle was previously tested, the vehicle being sold should have the identical configuration and major components as the vehicle in the test report, which must be provided to the recipient prior to recipient’s final acceptance of the first vehicle. If the configuration or components are not identical, the manufacturer shall provide a description of the change and the manufacturer’s basis for concluding that it is not a major change requiring additional testing.
4. If the manufacturer represents that the vehicle is “grandfathered” (has been used in mass transit service in the United States before October 1, 1988, and is currently being produced without a major change in configuration or components), the manufacturer shall provide the name and address of the recipient of such a vehicle and the details of that vehicle’s configuration and major components.
FR 15. Pre-Award and Post-Delivery Audits
The Contractor agrees to comply with 49 USC § 5323(l) and FTA’s implementing regulation at 49 CFR Part 663 and to submit the following certifications:
1. Buy America requirements: The Contractor agrees to cooperate with the Buy America requirements, consistent with applicable law, regulations, and FTA guidance, and in the manner detailed in Appendix E
2. Solicitation specification requirements: The Contractor shall submit evidence that it shall be capable of meeting the bid specifications.
3. Federal Motor Vehicle Safety Standards (FMVSS): The Contractor shall submit (1) manufacturer’s FMVSS self-certification, Federal Motor Vehicle Safety Standards, that the vehicle complies with relevant FMVSS or (2) manufacturer’s certified statement that the contracted buses shall not be subject to FMVSS regulations.
FR 16. Cargo Preference
The Contractor agrees to the following:
• To use privately owned U.S.-flag commercial vessels to ship at least fifty (50) percent of the gross tonnage (computed separately for dry bulk carriers, dry cargo liners and tankers) involved, whenever shipping any equipment, material or commodities pursuant to the underlying Contract to the extent such vessels are available at fair and reasonable rates for U.S.-flag commercial vessels;
• To furnish within twenty (20) working days following the date of loading for shipments originating within the United States or within thirty (30) working days following the date of leading for shipments originating outside the United States, a legible copy of a rated, “on-board” commercial ocean bill of lading in English for each shipment of cargo 80 80
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64 described in the preceding paragraph to the Division of National Cargo, Office of Market Development, Maritime Administration, Washington, DC 20590 and to the FTA recipient (through the Contractor in the case of a Subcontractor’s bill-of-lading.) • To include these requirements in all subcontracts issued pursuant to this Contract when the subcontract may involve the transport of equipment, material or commodities by ocean vessel.
FR 17. Fly America
The Contractor agrees to comply with 49 USC 40118 (the “Fly America” Act) in accordance with the General Services Administration’s regulations at 41 CFR Part 301-10, which provide that recipients and sub recipients of federal funds and their contractors are required to use U.S. flag air carriers for U.S. government-financed international air travel and transportation of their personal effects or property, to the extent such service is available, unless travel by foreign air carrier is a matter of necessity, as defined by the Fly America Act. The Contractor shall submit, if a foreign air carrier was used, an appropriate certification or memorandum adequately explaining why service by a U.S. flag air carrier was not available or why it was necessary to use a foreign air carrier and shall, in any event, provide a certificate of compliance with the Fly America requirements. The Contractor agrees to include the requirements of this section in all subcontracts that may involve international air transportation.
FR 18. Contract Work Hours and Safety Standards Act
1. Overtime requirements: No Contractor or Subcontractor contracting for any part of the Contract Work which may require or involve the employment of laborers or mechanics shall require or permit any such laborer or mechanic in any work week in which he or she is employed on such Work to work in excess of 40 hours in such work week unless such laborer or mechanic receives compensation at a rate not less than one and one-half times the basic rate of pay for all hours worked in excess of 40 hours in such workweek.
2. Violation; liability for unpaid wages; liquidated damages: In the event of any violation of the clause set forth in paragraph 1 of this section, the Contractor and any Subcontractor responsible therefore shall be liable for the unpaid wages. In addition, such Contractor and Subcontractor shall be liable to the United States for liquidated damages.
Such liquidated damages shall be computed with respect to each individual laborer or mechanic, including watchmen and guards, employed in violation of the clause set forth in paragraph 1 of this section, in the sum of $10 for each calendar day on which such individual was required or permitted to work in excess of the standard work week of 40 hours without payment of the overtime wages required by the clause set forth in paragraph 1 of this section.
3. Withholding for unpaid wages and liquidated damages: The Morongo Basin Transit Authority shall upon its own action or upon written request of an authorized representative of the Department of Labor withhold or cause to be withheld, from any monies payable on account of work performed by the Contractor or Subcontractor under any such contract or any other Federal contract with the same Prime Contractor, or any other federally-assisted contract subject to the Contract Work Hours and Safety Standards 81 81
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65 Act, which is held by the same Prime Contractor, such sums as may be determined to be necessary to satisfy any liabilities of such Contractor or Subcontractor for unpaid wages and liquidated damages as provided in the clause set forth in paragraph 2 of this section.
4. Subcontracts: The Contractor or Subcontractor shall insert in any subcontracts the clauses set forth in paragraphs 1 through 4 of this section and also a clause requiring the Subcontractors to include these clauses in any lower tier subcontracts. The Prime Contractor shall be responsible for compliance by any Subcontractor or lower-tier Subcontractor with the clauses set forth in paragraphs 1 through 4 of this section.
FR 19. ADA Access
The Contractor and any of its Subsuppliers under this Contract agree to comply with all applicable requirements of the Americans with Disabilities Act of 1990 (ADA), 42 USC §§ 12101 et seq.; Section 504 of the Rehabilitation Act of 1973, as amended, 29 USC § 794; 49 USC § 5301(d); and the following regulations and any amendments thereto:
1. DOT regulations, “Transportation Services for Individuals with Disabilities (ADA),” 49 CFR Part 37;
2. DOT regulations, “Nondiscrimination on the Basis of Handicap in Programs and Activities Receiving or Benefiting from Federal Financial Assistance,” 49 CFR Part 27;
3. Joint U.S. Architectural and Transportation Barriers Compliance Board (U.S.
ATBCB)/U.S. DOT regulations, “American With Disabilities (ADA) Accessibility Specifications for Transportation Vehicles,” 36 CFR Part 1192 and 49 CFR Part 38;
4. Department of Justice (DOJ) regulations, “Nondiscrimination on the Basis of Disability in State and Local Government Services,” 28 CFR Part 35;
5. DOJ regulations, “Nondiscrimination on the Basis of Disability by Public Accommodations and in Commercial Facilities,” 28 CFR Part 36;
6. General Services Administration regulations, “Accommodations for the Physically Handicapped,” 41 CFR Subpart 101-19;
7. Equal Employment Opportunity Commission, “Regulations to Implement the Equal Employment Provisions of the Americans with Disabilities Act,” 29 CFR Part 1630;
8. Federal Communications Commission regulations, “Telecommunications Relay Services and Related Customer Premises Equipment for Persons with Disabilities,” 47 CFR Part 64, Subpart F;
9. FTA regulations, “Transportation for Elderly and Handicapped Persons,” 49 CFR Part 609;
10. U.S. ATBCB regulations, “Electronic and Information Technology Accessibility Standards,” 36 CFR Part 1194; and
11. Any implementing requirements FTA may issue.
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66 FR 20. Section 889 NDA
VENDOR hereby acknowledges that the John S. McCain National Defense Authorization Act for Fiscal Year 2019, Pub. L. 115232, § 889 (Aug. 13, 2018) (the Act) prohibits the Agency from procuring certain “covered telecommunications equipment or services,” as defined in the Act, in federally assisted procurements and that the instant procurement is a federally assisted procurement subject to that prohibition.
VENDOR represents and warrants that it has performed a due diligence review of its supply chain and that no such “covered telecommunications equipment or services” shall be provided to the Agency that would cause the Agency to be in violation of the prohibition contained in the Act.
FR 21. ITS Architecture
NATIONAL INTELLIGENT TRANSPORTATION SYSTEMS (ITS) ARCHITECTURE AND
STANDARDS
23 U.S.C. Sections 502, 517(d)
Intelligent transportation system (ITS) property and services must comply with the National ITS Architecture and Standards to the extent required by 23 U.S.C. Section 517(d) and FTA Notice, “FTA National ITS Architecture Policy on Transit Projects,” 66 FR 1455 et seq., January 8, 2001, and later published policies or implementing directives FTA may issue.
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67 SECTION 6: TECHNICAL SPECIFICATIONS
TS 1. GENERAL
Technical specifications define requirements for accessible transit/paratransit vehicles are contained in Appendix A-1 through A-8 which are attached here. Note- ZEB Vehicle attachments will be added via amendment with a different due date.
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68 SECTION 7: WARRANTY REQUIREMENTS
WR 1. Basic Provisions
WR 1.1 Warranty Requirements
WR 1.1.1 Contractor Warranty/Minimums
Warranties in this document are in addition to any statutory remedies or warranties imposed on the Contractor. Consistent with this requirement, the Contractor warrants and guarantees to the original Agency each complete bus and specific subsystems and components as follows.
Performance requirements based on design criteria shall not be deemed a warranty item.
Minimum Standards:
The complete bus body and body structure, exterior, wiri ng, and paint shall be warranted to be free from defects, related defects, and to maintain structural integrity for a period of thirty-six (36) months or 60,000 miles. This warranty includes any failure as a result of frame alterations to lengthen the chassis for a Type C. This would include but not limited to frame, drive lines, brake lines and fuel lines that are altered as a result of the chassis stretch.
Contractor to provided standard OEM and supplier warranties for chassis, engine, wheelchair lifts o r ramps and climate control systems and CNG conversions describing these on the vehicle information sheets and as submissions on the proposal.
WR 1.1.2 Complete Bus
The complete bus, propulsion system, components, major subsystems and body and chassis structure are warranted to be free from Defects and Related Defects for ___years or _________ miles, whichever comes first, beginning on the date of revenue service but not longer than 15 days after acceptance under “Inspection, Testing, Acceptance and Repairs.” The warranty is based on regular operation of the bus under the operating conditions prevailing in the Agency’s locale. [Information from the selected firm(s) will be inserted at time of Contract award.] WR 1.1.3 Body and Chassis Structure
Body, body structure, structural elements of the suspension and engine cradle are warranted to be free from Defects and Related Defects for X years or XXX miles, whichever comes first. [Information from the selected firm(s) will be inserted at time of Contract award.] Primary load-carrying members of the bus structure, including structural elements of the suspension, are warranted against corrosion failure and/or Fatigue Failure sufficient to cause a Class 1 or Class 2 Failure for a period of X years or XXX miles, whichever comes first. [Information from the selected firm(s) will be inserted at time of Contract award.]
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69 WR 1.1.4 Propulsion System
Propulsion system components, specifically the engine, transmission or drive motors, and generators (for hybrid technology) and drive and non-drive axles shall be warranted to be free from Defects and Related Defects for the standard X years or XXX miles, whichever comes first.
The propulsion system manufacturer’s standard warranty, delineating items excluded from the Extended Warranty, submitted in accordance with the Request for Pre-Offer Change. [Information from the selected firm(s) will be inserted at time of Contract award.] WR 1.1.5 Emission Control System (ECS)
The Contractor warrants the emission control system for five years or 100,000 miles, whichever comes first. The ECS shall include, but is not limited to, the following components:
• complete exhaust system, including catalytic converter (if required) • after-treatment device
• components identified as emission control devices
WR 1.1.6 Warranty Summary including Subsystems
Other subsystems shall be warranted to be free from Defects and Related Defects for the period shown below: [Information from the selected firm(s) will be inserted at time of Contract award.] Item Years Mileage
Body Structure
Chassis
Engine
Transmission
Air Conditioner
Lift/Ramp
Other Optional Features
WR 1.1.7 Extension of Warranty
If, during the warranty period, repairs or modifications on any bus are made necessary by defective design, materials or workmanship but are not completed due to lack of material or inability to provide the proper repair for thirty (30) calendar days, the applicable warranty period shall be extended by the number of days equal to the delay period.
WR 1.2 Voiding of Warranty
The warranty shall not apply to the failure of any part or component of the bus that directly results from misuse, negligence, accident or repairs not conducted in accordance with the Contractor-provided maintenance manuals and with workmanship performed by adequately trained personnel in accordance with recognized standards of the industry. The warranty also 86 86
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70 shall be void if the Agency fails to conduct normal inspections and scheduled preventive maintenance procedures as recommended in the Contractor’s maintenance manuals and if that omission caused the part or component failure. The Agency shall maintain documentation, auditable by the Contractor, verifying service activities in conformance with the Contractor’s maintenance manuals.
WR 1.3 Exceptions and Additions to Warranty
The warranty shall not apply to the following items:
• scheduled maintenance items
• normal wear-out items
• items furnished by the Agency
Should the Agency require the use of a specific product and has rejected the Contractor’s request for an alternate product, then the standard Supplier warranty for that product shall be the only warranty provided to the Agency. This product shall not be eligible under “Fleet Defects,” below.
The Contractor shall not be required to provide warranty information for any warranty that is less than or equal to the warranty periods listed.
WR 1.3.1 Pass-Through Warranty
Should the Contractor elect to not administer warranty claims on certain components and wish to transfer this responsibility to the sub-Suppliers, or to others, the Contractor shall request this waiver.
Contractor shall state in writing that the Agency’s warranty reimbursements shall not be impacted. The Contractor also shall state in writing any exceptions and reimbursement including all costs incurred in transport of vehicles and/or components. At any time during the warranty period, the Contractor may request approval from the Agency to assign its warranty obligations to others, but only on a case-by-case basis approved in writing by the Agency. Otherwise, the Contractor shall be solely responsible for the administration of the warranty as specified.
Warranty administration by others does not eliminate the warranty liability and responsibility of the Contractor.
WR 1.3.2 Superior Warranty
The Contractor shall pass on to the Agency any warranty offered by a component Supplier that is superior to that required herein. The Contractor shall provide a list to the Agency noting the conditions and limitations of the Superior Warranty not later than the start of production. The Superior Warranty shall not be administered by the Contractor. 87 87
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71 WR 1.4 Fleet Defects
WR 1.4.1 Occurrence and Remedy
TS 1.1 A Fleet Defect is defined as cumulative failures of three (3) of the same components in the same or similar application where the fleet size is fewer than twelve (12) buses where such items are covered by warranty. Where the fleet size is twelve (12) or more buses, a Fleet Defect is defined as twenty (2 0) percent of the same components in the same or similar application where such items are covered by warranty. The MBTA reserves the right to declare a Fleet Defect applicable to all purchasers if cumulative reported defects exceed 10% of all model or bus type purchases. A Fleet Defect shall apply only to the base warranty period in sections entitled “Complete Bus,” “Propulsion System” and “Major Subsystems.” When a Fleet Defect is declared, the remaining warranty on that item/component stops. The warranty period does not restart until the Fleet Defect is corrected.
For the purpose of Fleet Defects, each order placed through the joint procurement shall be treated as a separate bus fleet.
The Contractor shall correct a Fleet Defect under the warranty provisions defined in “Repair Procedures.” After correcting the Defect, the Agency and the Contractor shall mutually agree to and the Contractor shall promptly undertake and complete a work program reasonably designed to prevent the occurrence of the same Defect in all other buses and spare parts purchased under this Contract. Where the specific Defect can be solely attributed to particular identifiable part(s), the work program shall include redesign and/or replacement of only the defectively designed and/or manufactured part(s). In all other cases, the work program shall include inspection and/or correction of all of the buses in the fleet via a mutually agreed-to arrangement. The Contractor shall update, as necessary, technical support information (parts, service and operator’s manuals) due to changes resulting from warranty repairs. The Agency may immediately declare a Defect in design resulting in a safety hazard to be a Fleet Defect. The Contractor shall be responsible to furnish, install and replace all defective units.
WR 1.4.2 Exceptions to Fleet Defect Provisions
The Fleet Defect warranty provisions shall not apply to Agency-supplied items, such as radios, fare collection equipment, communication systems and tires. In addition, Fleet Defects shall not apply to interior and exterior finishes, hoses, fittings and fabric.
WR 2. Repair Procedures
WR 2.1 Repair Performance
The Contractor is responsible for all warranty-covered repair Work. To the extent practicable, the Agency shall allow the Contractor or its designated representative to perform such Work. At its discretion, the Agency may perform such Work if it determines it needs to do so based on transit service or other requirements. Such Work shall be reimbursed by the Contractor. 88 88
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72 WR 2.2 Repairs by the Contractor
If the Agency detects a Defect within the warranty periods defined in this section, it shall, within thirty (30) days, notify the Contractor’s designated representative. The Contractor or its designated representative shall, if requested, begin Work on warranty-covered repairs within five calendar days after receiving notification of a Defect from the Agency. The Agency shall make the bus available to complete repairs timely with the Contractor’s repair schedule.
The Contractor shall provide at its own expense all spare parts, tools and space required to complete repairs. At the Agency’s option, the Contractor may be required to remove the bus from the Agency’s property while repairs are being affected. If the bus is removed from the Agency’s property, repair procedures must be diligently pursued by the Contractor’s representative.
WR 2.3 Repairs by the Agency
WR 2.3.1 Parts Used
If the Agency performs the warranty-covered repairs, it shall correct or repair the Defect and any Related Defects utilizing parts supplied by the Contractor specifically for this repair. At its discretion, the Agency may use Contractor-specified parts available from its own stock if deemed in its best interests.
WR 2.3.2 Contractor-Supplied Parts
The Agency may require that the Contractor supply parts for warranty-covered repairs being performed by the Agency. Those parts may be remanufactured but shall have the same form, fit and function, and warranty. The parts shall be shipped prepaid to the Agency from any source selected by the Contractor within fourteen (14) days of receipt of the request for said parts and shall not be subject to an Agency handling charge.
WR 2.3.3 Defective Component Return
The Contractor may request that parts covered by the warranty be returned to the manufacturing plant. The freight costs for this action shall be paid by the Contractor. Materials should be returned in accordance with the procedures outlined in “Warranty Processing Procedures.” WR 2.3.4 Failure Analysis
The Contractor shall, upon specific request of the Agency, provide a failure analysis of Fleet Defect or safety-related parts, or major components, removed from buses under the terms of the warranty that could affect fleet operation. Such reports shall be delivered within 60 days of the receipt of failed parts.
WR 2.3.5 Reimbursement for Labor and Other Related Costs The Agency shall be reimbursed by the Contractor for labor. The amount shall be determined by the Agency for a qualified mechanic at a straight time wage rate per hour, which shall include fringe benefits and overhead adjusted for the Agency’s most recently published rate in effect at 89 89
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73 the time the Work is performed, plus the cost of towing the bus if such action was necessary and if the bus was in the normal service area. These wage and fringe benefit rates shall not exceed the rates in effect in the Agency’s service garage at the time the Defect correction is made.
WR 2.3.6 Reimbursement for Parts
The Agency shall be reimbursed by the Contractor for defective parts and for parts that must be replaced to correct the Defect. The reimbursement shall be at the current price at the time of repair and shall include taxes where applicable, plus fifteen (15) percent handling costs.
Handling costs shall not be paid if part is supplied by Contractor and shipped to Agency.
WR 2.3.7 Reimbursement Requirements
The Contractor shall respond to the warranty claim with an accept/reject decision including necessary failure analysis no later than sixty (60) days after the Agency submits the claim and defective part(s), when requested. Reimbursement for all accepted claims shall occur no later than sixty (60) days from the date of acceptance of a valid claim. The Agency may dispute rejected claims or claims for which the Contractor did not reimburse the full amount. The parties agree to review disputed warranty claims during the following quarter to reach an equitable decision to permit the disputed claim to be resolved and closed. The parties also agree to review all claims at least once per quarter throughout the entire warranty period to ensure that open claims are being tracked and properly dispositioned.
WR 2.4 Warranty after Replacement/Repairs
If any component, unit or subsystem is repaired, rebuilt or replaced by the Contractor or by the Agency with the concurrence of the Contractor, the component, unit or subsystem shall have the unexpired warranty period of the original. Repairs shall not be warranted if the Contractor- provided or authorized parts are not used for the repair, unless the Contractor has failed to respond within five days, in accordance with “Repairs by the Contractor.” If an item is declared to be a Fleet Defect, the warranty stops with the declaration of the Fleet Defect. Once the Fleet Defect is corrected, the item(s) shall have three (3) months or remaining time and/or miles of the original warranty, whichever is greater. This remaining warranty period shall begin on the repair/replacement date for corrected items on each bus if the repairs are completed by the Contractor or on the date the Contractor provides all parts to the Agency.
WR 2.4.1 Warranty Processing Procedures
The following list represents requirements by the Contractor to the Agency for processing warranty claims. One failure per bus per claim is allowed. • bus number and VIN
• total vehicle life mileage at time of repair
• date of failure/repair
• acceptance/in-service date
• Contractor part number and description
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74 • description of failure
• all costs associated with each failure/repair (invoices may be required for third-party costs):
• towing
• road calls
• labor
• materials
• parts
• handling
• troubleshooting time
WR 2.5 Forms
The Contractor shall supply warranty forms to each Ordering Agency. The completed forms shall be accepted by the Contractor if all of the above information is included. Electronic submittal may be used if available between the Contractor and Agency.
WR 2.6 Return of Parts
When returning defective parts to the Contractor, the Agency shall tag each part with the following:
• bus number and VIN
• claim number
• part number
WR 2.7 Timeframe
Each claim must be submitted no more than thirty (30) days from the date of failure and/or repair, whichever is later. All defective parts must be returned to the Contractor, when requested, no more than forty-five (45) days from date of repair.
WR 2.8 Reimbursements
Reimbursements are to be transmitted to the address provided by the Agency. 91 91
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75 SECTION 8: QUALITY ASSURANCE
QA 1. Contractor’s In-Plant Quality Assurance Requirements QA 1.1 Quality Assurance Organization
QA 1.1.1 Organization Establishment
The Contractor shall establish and maintain an effective in-plant quality assurance organization.
It shall be a specifically defined organization and should be directly responsible to the Contractor’s top management.
QA 1.1.2 Control
The quality assurance organization shall exercise quality control over all phases of production, from initiation of design through manufacture and preparation for delivery. The organization shall also control the quality of supplied articles.
QA 1.1.3 Authority and Responsibility
The quality assurance organization shall have the authority and responsibility for reliability, quality control, inspection planning, establishment of the quality control system, and acceptance/rejection of materials and manufactured articles in the production of the transit buses.
QA 1.2 Quality Assurance Organization Functions
QA 1.2.1 Minimum Functions
The quality assurance organization shall include the following minimum functions:
• Work instructions: The quality assurance organization shall verify inspection operation instructions to ascertain that the manufactured product meets all prescribed requirements. • Records maintenance: The quality assurance organization shall maintain and use records and data essential to the effective operation of its program. These records and data shall be available for review by the resident inspectors. Inspection and test records for this procurement shall be available for a minimum of one year after inspections and tests are completed.
• Corrective action: The quality assurance organization shall detect and promptly ensure correction of any conditions that may result in the production of defective transit buses.
These conditions may occur in designs, purchases, manufacture, tests or operations that culminate in defective supplies, services, facilities, technical data or standards.
QA 1.2.2 Basic Standards and Facilities
The following standards and facilities shall be basic in the quality assurance process:
• Configuration control: The Contractor shall maintain drawings, assembly procedures, and other documentation that completely describe a qualified bus that meets all of the options and special requirements of this procurement. The quality assurance organization shall 92 92
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76 verify that each transit bus is manufactured in accordance with these controlled drawings, procedures, and documentation.
• Measuring and testing facilities: The Contractor shall provide and maintain the necessary gauges and other measuring and testing devices for use by the quality assurance organization to verify that the buses conform to all specification requirements. These devices shall be calibrated at established periods against certified measurement standards that have known, valid relationships to national standards. • Production tooling as media of inspection: When production jigs, fixtures, tooling masters, templates, patterns, and other devices are used as media of inspection, they shall be proved for accuracy at formally established intervals and adjusted, replaced, or repaired as required to maintain quality.
• Equipment use by resident inspectors: The Contractor’s gauges and other measuring and testing devices shall be made available for use by the resident inspectors to verify that the buses conform to all specification requirements. If necessary, the Contractor’s personnel shall be made available to operate the devices and to verify their condition and accuracy.
QA 1.2.3 Maintenance of Control
The Contractor shall maintain quality control of purchases:
• Supplier control: The Contractor shall require that each Supplier maintains a quality control program for the services and supplies that it provides. The Contractor’s quality assurance organization shall inspect and test materials provided by Suppliers for conformance to specification requirements. Materials that have been inspected, tested, and approved shall be identified as acceptable to the point of use in the manufacturing or assembly processes. Controls shall be established to prevent inadvertent use of nonconforming materials.
• Purchasing data: The Contractor shall verify that all applicable specification requirements are properly included or referenced in purchase orders of articles to be used on transit buses.
QA 1.2.4 Manufacturing Control
• Controlled conditions: The Contractor shall ensure that all basic production operations, as well as all other processing and fabricating, are performed under controlled conditions.
Establishment of these controlled conditions shall be based on the documented Work instructions, adequate production equipment and special working environments if necessary.
• Completed items: A system for final inspection and test of completed transit buses shall be provided by the quality assurance organization. It shall measure the overall quality of each completed bus.
• Nonconforming materials: The quality assurance organization shall monitor the Contractor’s system for controlling nonconforming materials. The system shall include procedures for identification, segregation and disposition. 93 93
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77 • Statistical techniques: Statistical analysis, tests and other quality control procedures may be used when appropriate in the quality assurance processes. • Inspection status: A system shall be maintained by the quality assurance organization for identifying the inspection status of components and completed transit buses.
Identification may include cards, tags or other normal quality control devices.
QA 1.2.5 Inspection System
The quality assurance organization shall establish, maintain and periodically audit a fully documented inspection system. The system shall prescribe inspection and test of materials, Work in process and completed articles. As a minimum, it shall include the following controls:
• Inspection personnel: Sufficient trained inspectors shall be used to ensure that all materials, components and assemblies are inspected for conformance with the qualified bus design.
• Inspection records: Acceptance, rework or rejection identification shall be attached to inspected articles. Articles that have been accepted as a result of approved materials review actions shall be identified. Articles that have been reworked to specified drawing configurations shall not require special identification. Articles rejected as unsuitable or scrap shall be plainly marked and controlled to prevent installation on the bus. Articles that become obsolete as a result of engineering changes or other actions shall be controlled to prevent unauthorized assembly or installation. Unusable articles shall be isolated and then scrapped. Discrepancies noted by the Contractor or resident inspectors during assembly shall be entered by the inspection personnel on a record that accompanies the major component, subassembly, assembly, or bus from start of assembly through final inspection. Actions shall be taken to correct discrepancies or deficiencies in the manufacturing processes, procedures or other conditions that cause articles to be in nonconformity with the requirements of the Contract specifications. The inspection personnel shall verify the corrective actions and mark the discrepancy record. If discrepancies cannot be corrected by replacing the nonconforming materials, then the Agency shall approve the modification, repair or method of correction to the extent that the Contract specifications are affected.
• Quality assurance audits: The quality assurance organization shall establish and maintain a quality control audit program. Records of this program shall be subject to review by the Agency.
QA 2. Inspection
QA 2.1 Inspection Stations
Inspection stations shall be at the best locations to provide for the Work content and characteristics to be inspected. Stations shall provide the facilities and equipment to inspect structural, electrical, hydraulic and other components and assemblies for compliance with the design requirements.
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78 Stations shall also be at the best locations to inspect or test characteristics before they are concealed by subsequent fabrication or assembly operations. These locations shall minimally include underbody structure completion, body framing completion, body prior to paint preparation, water test, engine installation completion, underbody dress-up and completion, bus prior to final paint touchup, bus prior to road test and bus final road test completion.
QA 2.2 Optional Resident Inspectors
For orders greater than ten (10) buses, the Ordering Agency shall determine if a Resident Inspector is required under 49 CFR Part 663.37, In the event that the agency decides to have a Resident Inspector either full time or part-time, the following sections apply.
QA 2.2.1 Resident Inspector’s Role
The Agency may be represented at the Contractor’s plant by resident inspectors, as may be required by FTA. Resident inspectors may be Agency employees or outside contractors. The Agency shall provide the identity of each inspector and shall also identify their level of authority in writing. They shall monitor, in the Contractor’s plant, the manufacture of transit buses built under the procurement. The presence of these resident inspectors in the plant shall not relieve the Contractor of its responsibility to meet all of the requirements of this procurement. The Agency shall designate a primary resident inspector, whose duties and responsibilities are delineated in “Pre-Production Meetings,” “Authority” and “Pre-Delivery Tests,” below. Contractor and resident inspector relations shall be governed by the guidelines included as Attachment A to this “Section 8: Quality Assurance.”
QA 2.2.2 Pre-Production Meetings
If there are Pre-Production Meetings scheduled, the primary resident inspector may participate in design review and pre-production meetings with the Agency. At these meetings, the configuration of the buses and the manufacturing processes shall be finalized, and all Contract documentation provided to the inspector.
No less than thirty (30) days prior to the beginning of bus manufacture, the primary resident inspector may meet with the Contractor’s quality assurance manager and may conduct a pre- production audit meeting. They shall review the inspection procedures and finalize inspection checklists. The resident inspectors may begin monitoring bus construction activities two weeks prior to the start of bus fabrication.
QA 2.2.3 Authority
Records and data maintained by the quality assurance organization shall be available for review by the resident inspectors. Inspection and test records for this procurement shall be available for a minimum of one year after inspections and tests are completed.
The Contractor’s gauges and other measuring and testing devices shall be made available for use by the resident inspectors to verify that the buses conform to all specification requirements. If 95 95
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79 necessary, the Contractor’s personnel shall be made available to operate the devices and to verify their condition and accuracy.
Discrepancies noted by the resident inspector during assembly shall be entered by the Contractor’s inspection personnel on a record that accompanies the major component, subassembly, assembly or bus from start of assembly through final inspection. Actions shall be taken to correct discrepancies or deficiencies in the manufacturing processes, procedures or other conditions that cause articles to be in nonconformity with the requirements of the Contract specifications. The inspection personnel shall verify the corrective actions and mark the discrepancy record. If discrepancies cannot be corrected by replacing the nonconforming materials, the Agency shall approve the modification, repair or method of correction to the extent that the Contract specifications are affected.
If applicable, the primary resident inspector shall remain in the Contractor’s plant for the duration of bus assembly Work under this Contract. Only the primary resident inspector or designee shall be authorized to release the buses for delivery. The resident inspectors shall be authorized to approve the pre-delivery acceptance tests. Upon request to the quality assurance supervisors, the resident inspectors shall have access to the Contractor’s quality assurance files related to this procurement. These files shall include drawings, assembly procedures, material standards, parts lists, inspection processing and reports, and records of Defects.
QA 2.2.4 Support Provisions
The Contractor shall provide office space for the resident inspectors in close proximity to the final assembly area. This office space shall be equipped with desks, outside and interplant telephones, Internet access, file cabinet and chairs.
QA 2.2.5 Compliance with Safety Requirements
At the time of the Pre-Production meeting, the Contractor shall provide all safety and other operational restrictions that govern the Contractor’s facilities. These issues shall be discussed and the parties shall agree which rules/restrictions shall govern the Agency’s inspector(s) and any other Agency representatives during the course of the Contract.
QA 3. Acceptance Tests
QA 3.1 Responsibility
Fully documented tests shall be conducted on each production bus following manufacture to determine its acceptance to the Agency. These acceptance tests shall include pre-delivery inspections and testing by the Contractor and inspections and testing by the Agency after the buses have been delivered.
QA 3.2 Pre-Delivery Tests
The Contractor shall conduct acceptance tests at its plant on each bus following completion of manufacture and before delivery to the Agency. These pre-delivery tests shall include visual and 96 96
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80 measured inspections, as well as testing the total bus operation. The tests shall be conducted and documented in accordance with written test plans approved by the Agency.
Additional tests may be conducted at the Contractor’s discretion to ensure that the completed buses have attained the required quality and have met the requirements in Section 6: Technical Specifications. The Agency may, prior to commencement of production, demand that the Contractor demonstrate compliance with any requirement in that section if there is evidence that prior tests have been invalidated by the Contractor’s change of Supplier or change in manufacturing process. Such demonstration shall be by actual test, or by supplying a report of a previously performed test on similar or like components and configuration. Any additional testing shall be recorded on appropriate test forms provided by the Contractor and shall be conducted before acceptance of the bus.
The pre-delivery tests shall be scheduled and conducted with thirty (30) days notice so that they may be witnessed by the resident inspectors, who may accept or reject the results of the tests.
The results of pre-delivery tests, and any other tests, shall be filed with the assembly inspection records for each bus. The underfloor equipment shall be available for inspection by the resident inspectors, using a pit or bus hoist provided by the Contractor. A hoist, scaffold or elevated platform shall be provided by the Contractor to easily and safely inspect bus roofs. If there is an on-site inspector, delivery of each bus shall require written authorization of the primary resident inspector. Authorization forms for the release of each bus for delivery shall be provided by the Contractor. An executed copy of the authorization shall accompany the delivery of each bus.
QA 3.2.1 Visual and Measured Inspections
Visual and measured inspections shall be conducted with the bus in a static condition. The purpose of the inspection testing includes verification of overall dimension and weight requirements, that required components are included and are ready for operation, and that components and subsystems designed to operate with the bus in a static condition do function as designed.
QA 3.2.2 Total Bus Operation
Total bus operation shall be evaluated during road tests. The purpose of the road tests is to observe and verify the operation of the bus as a system and to verify the functional operation of the subsystems that can be operated only while the bus is in motion.
Each bus shall be driven for a minimum of fifteen (15) miles during the road tests. If requested, computerized diagnostic printouts showing the performance of each bus shall be produced and provided to the Agency. Observed Defects shall be recorded on the test forms. The bus shall be retested when Defects are corrected and adjustments are made. This process shall continue until Defects or required adjustments are no longer detected. 97 97
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81 QA 4. Agency-Specific Requirements
QA 4.1 Pre-Delivery Bus Documentation Package (BDP)
The Contractor’s quality assurance organization shall be responsible for preparing a documentation package for each Bus. The BDP shall be inserted into a manila envelope which shall be labeled with the Agency name and the bus number on the front of the envelope. This envelope shall be placed into the Bus and shall be presented to the Agency upon delivery.
At a minimum, each BDP shall contain the following items:
BDP Check-off Sheet listing the following:
QA Certificate of Completion (signed by Contractor QC representative). CNG pressure test certification – if applicable
Water test Certification.
Alignment and Steering Stop Adjustment Certification. Smoke Opacity Test (Exhaust Emissions), if applicable. “Completed Bus” Inspection document.
Copy of defects noted during any Agency on-site inspection. List of “Open Items”- if any
VIN number (copy of bus data plate)
Certificate of Origin
Weight slip (curb weight)
Certificate of compliance for high voltage/energy storage protective devices, if applicable.
Copy of FMVSS plate
Component Serial Number List - List of serialized components installed on each Bus to include, but not limited to:
o Engine
o Transmission
o Alternator
o Starter
o A/C Compressor
o Drive Axle
o Power Steering Unit
o Air Compressor
o CNG Fuel Cylinders with installation location diagram. Electric Powertrain components if applicable.
o Other serialized components for which the Contractor shall require serial numbers for the processing of warranty claims.
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Issued October 9, 2020
RFP No. 20-01
82 SECTION 9: FORMS AND CERTIFICATIONS
Proposer’s Checklist
RFP No. 20-01, Joint Procurement For Accessible Transit/Paratransit Vehicles Package 1: Technical Proposal (Note: Package 1, 3 and 4 may be combined into one submittal.)
□ – 1. Letter of Transmittal
□ – 2. Acknowledgement of Addenda
□ – 3. Contractor Service and Support Data
□ 4. Vehicle Questionnaire
□ 5. Manufacturing facility plant layout including description of work by station □ 6. Warranty Provisions and Warranty Administration Plan □ 7. Quality Assurance Program
Package 2: Price Proposal (Package 2 must be a separate sealed submittal.) □ 1. Letter of Transmittal
□ 2. Pricing Schedule (including option bus features)
Package 3: Qualifications Package
□ 1. Pre-Award Evaluation Data Form
□ 2. Authorized Factory Dealer Confirmation, Dealer’s License (If applicable) □ 3. A copy of the three (3) most recent audited financial statements, Statement of current financial condition
□ 4. Letter for insurance
□ 5. Proposal Form
□ 6. Required Certifications
□ 7. FTA approval letter required for TVMs
Package 4: Proprietary/Confidential Information Package1 □ 1. Proprietary/Confidential Information
1. There may be items in the first three packages that are included in Package 4 because they are considered to be proprietary/confidential information. When this occurs, the Proposer must note that fact in Packages 1 through 3.
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83 Request for Pre-Offer Change or Approved Equal
This form must be used for requested clarifications, changes, substitutes or approval of items equal to items specified with a brand name and must be submitted as far in advance of the Due Date, as specified in “Questions, Clarifications and Omissions.” Please submit the document electronically to the contract officer with separate files for clarifications on the contract and each bus type. File names should describe the category of request made and identify the proposing firm. See Appendix K for form.
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RFP No. 20-01
84 Acknowledgement of Addenda
Failure to acknowledge receipt of all addenda may cause the Proposal to be considered nonresponsive to the Solicitation. Acknowledged receipt of each addendum must be clearly established and included with the Proposal.
The undersigned acknowledges receipt of the following addenda to the documents:
Addendum No.: – Dated:
Addendum No.: – Dated:
Addendum No.: – Dated:
Addendum No.: – Dated:
Proposer:
Name:
Title:
Phone:
Street address:
City, state, ZIP:
____________________________________________ ____________________________ Authorized signature Date
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85 Contractor Service and Parts Support Data
Location of nearest Technical Service Representative to Agency Name:
Address:
Telephone:
Describe technical services readily available from said representative:
Location of nearest Parts Distribution Center to Agency:
Name:
Address:
Telephone:
Describe the extent of parts available at said center:
Policy for delivery of parts and components to be purchased for service and maintenance:
Regular method of shipment:
Cost to Agency:
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86 Price Worksheet
The Price Worksheet is contained in a separate document that is an Excel Spreadsheet. Each Proposer is to complete the appropriate spreadsheet tabs, print and return an original with a “wet signature” with the required proposal forms. Proposers are to also provide the other copies as required in NR 3, Proposal Date and Submittal Requirements.
RFP 20-01 Pricing
and Options Worksheet REV 2.xlsx
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87 Pre-Award Evaluation Data Form
Instructions: This form is to be completed and included in the Qualification Package.
Attach additional pages if required.
Morongo Basin Transit Authority
RFP No. 20-01 for a Joint Procurement for Accessible Transit/Paratransit Vehicles
1. Name of firm:
2. Address:
3. □ Individual □ Partnership □ Corporation □ Joint Venture
4. Date organized:
State in which incorporated:
5. Names of officers or partners:
a.
b.
c.
d.
6. How long has your firm been in business under its present name?
7. Have you been terminated or defaulted in the past five years, on any Contract you were awarded? Have you been barred by Federal process or any Western State? □ Yes □ No
If yes, then attach as SCHEDULE ONE the full particulars regarding each occurrence.
8. Attach as SCHEDULE TWO Proposer’s last three (3) financial statements prepared in accordance with generally accepted accounting principles of the jurisdiction in which the Proposer is located, and audited by an independent certified public accountant [This may require execution of an acceptable non-disclosure agreement between the Agency and the Proposer.] And Statement of Current Financial Condition.
9. Attach as SCHEDULE THREE a list of all principal Subcontractors (if applicable) and the percentage and character of Work (Contract amount) that each shall perform on this Contract. Note: A subcontractor is one that physically works on manufacturing the bus.
10. If the Contractor or Subcontractor is a joint venture, submit PRE-AWARD EVALUATION DATA forms for each member of the joint venture.
The above information is confidential and shall not be divulged to any unauthorized personnel.
The undersigned certifies to the accuracy of all information:
Name and title:
Company:
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88 _______________________________________________________ _______________________
Authorized signature Date 105
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RFP No. 20-01
89 Federal Certifications and Other Certifications
CER 1.1 Buy America Certification
This form is to be submitted with an offer exceeding the small purchase threshold for federal assistance programs, currently set at $250,000. NOTE: If Proposer is a bus dealer, submit forms executed by both the
Dealer and Manufacturer represented.
Certificate of Compliance
The Proposer hereby certifies that it shall comply with the requirements of 49 USC Section 5323(j)(2)(C), Section 165(b)(3) of the Surface Transportation Assistance Act of 1982, as amended, and the regulations of 49 CFR 661.11:
Name and title:
Company:
____________________________________________________ _______________________ Authorized signature Date
Certificate of Non-Compliance
The Proposer hereby certifies that it cannot comply with the requirements of 49 USC Section 5323(j)(2)(C) and Section 165(b)(3) of the Surface Transportation Assistance Act of 1982, as amended, but may qualify for an exception to the requirements consistent with 49 USC Sections 5323(j)(2)(B) or (j)(2)(D), Sections 165(b)(2) or (b)(4) of the Surface Transportation Assistance Act, as amended, and regulations in 49 CFR 661.7.
Name and title:
Company:
___________________________________________________ _______________________ Authorized signature Date 106
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Request for Proposal
Issued October 9, 2020
RFP No. 20-01
90 CER 1.2 Debarment and Suspension Certification for Prospective Contractor Primary covered transactions must be completed by proposer for contract value over $25,000.
Choose one alternative:
□ – The Proposer, [insert name], certifies to the best of its knowledge and belief that it and its principals:
1. Are not presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from covered transactions by any federal department or agency;
2. Have not within a three-year period preceding this Proposal been convicted of or had a civil judgment rendered against them for commission of fraud or a criminal offense in connection with obtaining, attempting to obtain, or performing a public (federal, state or local) transaction or Contract under a public transaction; violation of federal or state antitrust statutes or commission or embezzlement, theft, forgery, bribery, falsification or destruction of records, making false statements, or receiving stolen property;
3. Are not presently indicted for or otherwise criminally or civilly charged by a governmental entity (federal, state, or local) with commission of any of the offenses enumerated in Paragraph 2 of this certification; and
4. Have not within a three-year period preceding this Proposal had one or more public transactions (federal, state or local) terminated for cause or default.
OR
□ – The Proposer is unable to certify to all of the statements in this certification, and attaches its explanation to this certification. (In explanation, certify to those statements that can be certified to and explain those that cannot.) The Proposer certifies or affirms the truthfulness and accuracy of the contents of the statements submitted on or with this certification and understands that the provisions of Title 31 USC § Sections 3801 are applicable thereto.
– Executed in [insert city and state].
Name:
__________________________________________________ _______________________
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91 Authorized signature Date
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RFP No. 20-01
92 CER 1.3 Debarment and Suspension Certification (Lower-Tier Covered Transaction) This form is to be submitted by each Subcontractor receiving an amount exceeding $25,000.
The prospective lower-tier participant (Proposer) certifies, by submission of this Proposal, that neither it nor its “principals” as defined at 49 CFR § 29.105(p) is presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation in this transaction by any Federal department or Agency.
If the prospective Proposer is unable to certify to the statement above, it shall attach an explanation, and indicate that it has done so by placing an “X” in the following space: ______
THE PROPOSER, ________________________________________________,
CERTIFIES OR AFFIRMS THE TRUTHFULNESS AND ACCURACY OF EACH STATEMENT OF ITS CERTIFICATION AND EXPLANATION, IF ANY. IN
ADDITION, THE PROPOSER UNDERSTANDS AND AGREES THAT THE
PROVISIONS OF 31 USC §§ 3801 ET SEQ. APPLY TO THIS CERTIFICATION AND EXPLANATION, IF ANY.
Name and title of the proposer’s authorized official:
________________________________________________ _______________________ Authorized signature Date
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EXHIBIT A – CALACT/MBTA Contract No. 20-01 CBS
Request for Proposal
Issued October 9, 2020
RFP No. 20-01
93 CER 1.4 Non-Collusion Affidavit
This affidavit is to be filled out and executed by the Proposer; if a corporation makes the bid, then by its properly executed agent. The name of the individual swearing to the affidavit should appear on the line marked “Name of Affiant.” The affiant’s capacity, when a partner or officer of a corporation, should be inserted on the line marked “Capacity.” The representative of the Proposer should sign his or her individual name at the end, not a partnership or corporation name, and swear to this affidavit before a notary public, who must attach his or her seal.
State of ____________________________________, County of _____________________________________________
I, _______________________________________________________, being first duly sworn, do hereby state that
(Name of Affiant)
I am _______________________________________ of
______________________________________________________
(Capacity) (Name of Firm, Partnership or Corporation)
whose business is
____________________________________________________________________________ _______
and who resides at
____________________________________________________________________________ _______
and that
____________________________________________________________________________ _________________
(Give names of all persons, firms, or corporations
interested in the bid)
is/are the only person(s) with me in the profits of the herein contained Contract; that the Contract is made without any connection or interest in the profits thereof with any persons making any bid or Proposal for said Work; that the said Contract is on my part, in all respects, fair and without collusion or fraud, and also that no members of the Board of Trustees, head of any department or bureau, or employee therein, or any employee of the Authority, is directly or indirectly interested therein.
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EXHIBIT A – CALACT/MBTA Contract No. 20-01 CBS
Request for Proposal
Issued October 9, 2020
RFP No. 20-01
94 ______________________________________________________________________ ___________________________
Signature of Affiant
Date
Sworn to before me this ____________ day of
__________________________, 20_____.
_______________________________________________
__________________________
Notary public My commission expires
Seal
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EXHIBIT A – CALACT/MBTA Contract No. 20-01 CBS
Request for Proposal
Issued October 9, 2020
RFP No. 20-01
95 CER 1.5 Lobbying Certification
This form is to be submitted with an offer exceeding $100,000.
The Proposer certifies, to the best its knowledge and belief, that:
1. No federal appropriated funds have been paid or shall be paid, by or on behalf of the undersigned, to any person for influencing or attempting to influence an officer or employee of a federal department or agency, a member of the U.S. Congress, an officer or employee of the U.S. Congress, or an employee of a member of the U.S. Congress in connection with the awarding of any federal Contract, the making of any federal grant, the making of any federal loan, the entering into of any cooperative agreement, and the extension, continuation, renewal, amendment or modification thereof.
2. If any funds other than federal appropriated funds have been paid or shall be paid to any person for making lobbying contacts to an officer or employee of any agency, a member of Congress, an officer or employee of Congress, or an employee of a member of Congress in connection with this federal Contract, grant, loan or cooperative agreement, the undersigned shall complete and submit Standard Form LLL, “Disclosure Form to Report Lobbying,” in accordance with its instruction, as amended by “Government-wide Guidance for New Restrictions on Lobbying,” 61 Fed. Reg. 1413 (1/19/96).
3. The undersigned shall require that the language of this certification be included in the award documents for all subawards at all tiers (including subcontracts, subgrants and contracts under grants, loans and cooperative agreements) and that all subrecipients shall certify and disclose accordingly. This certification is a material representation of fact upon which reliance was placed when this transaction was made or entered into. Submission of this certification is a prerequisite for making or entering into this transaction imposed by 31, USC § 1352 (as amended by the Lobbying Disclosure Act of 1995). Any person who fails to file the required certification shall be subject to a civil penalty of not less than $10,000 and not more than $100,000 for each such failure.
THE PROPOSER, _____________________________________________, CERTIFIES OR AFFIRMS THE
TRUTHFULNESS AND ACCURACY OF EACH STATEMENT OF ITS CERTIFICATION AND DISCLOSURE, IF ANY. IN ADDITION, THE PROPOSER UNDERSTANDS AND AGREES THAT THE PROVISIONS OF 31 USC §§ 3801 ET SEQ. APPLY TO THIS CERTIFICATION AND DISCLOSURE, IF ANY.
Name of the bidder or Proposer’s authorized official: __________________________________________________
Title:
_________________________________________________________________________________________________
________________________________________________________________________ ________________________ Signature Date 112
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EXHIBIT A – CALACT/MBTA Contract No. 20-01 CBS
Request for Proposal
Issued October 9, 2020
RFP No. 20-01
96 Per paragraph 2 of the included form Lobbying Certification, add Standard Form–LLL, “Disclosure Form to Report Lobbying,” if applicable.
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EXHIBIT A – CALACT/MBTA Contract No. 20-01 CBS
Request for Proposal
Issued October 9, 2020
RFP No. 20-01
97 CER 1.6 Certificate of Compliance with Bus Testing Requirement The undersigned certifies that the vehicle offered in this procurement complies and shall, when delivered, comply with 49 USC § 5324(c) and FTA’s implementing regulation at 49 CFR Part 665 according to the indicated one of the following three alternatives.
Mark one and only one of the three blank spaces with an “X.”
1. _____The buses offered herewith have been tested in accordance with 49 CFR Part 665 on _____________ (date). If multiple buses are being proposed, provide additional bus testing information below or on attached sheet. The vehicles being sold should have the identical configuration and major components as the vehicle in the test report, which must be submitted with this Proposal. If the configuration or components are not identical, then the manufacturer shall provide with its Proposal a description of the change and the manufacturer’s basis for concluding that it is not a major change requiring additional testing. If multiple buses are being proposed, testing data on additional buses shall be listed on the bottom of this page.
2. _____The manufacturer represents that the vehicle is “grandfathered” (has been used in mass transit service in the United States before October 1, 1988, and is currently being produced without a major change in configuration or components), and submits with this Proposal the name and address of the recipient of such a vehicle and the details of that vehicle’s configuration and major components.
3. _____The vehicle is a new model and shall be tested and the results shall be submitted to the Agency prior to acceptance of the first bus.
The undersigned understands that misrepresenting the testing status of a vehicle acquired with federal financial assistance may subject the undersigned to civil penalties as outlined in the Department of Transportation’s regulation on Program Fraud Civil Remedies, 49 CFR Part 31.
In addition, the undersigned understands that FTA may suspend or debar a manufacturer under the procedures in 49 CFR Part 29.
Company name:
Name and title of the proposer’s authorized official:
_____________________________________________________ _______________________ Authorized signature Date 114
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EXHIBIT A – CALACT/MBTA Contract No. 20-01 CBS
Request for Proposal
Issued October 9, 2020
RFP No. 20-01
98 CER 1.7 DBE Approval Certification
I hereby certify that the Proposer has complied with the requirements of 49 CFR 26, Participation by Disadvantaged Business Enterprises in DOT Programs, and it has submitted a goal to Federal Transit Administration and it has not been disapproved.
Name and title of the proposer’s authorized official:
_________________________________________________ _______________________ Authorized signature Date
In addition, TVMs are to submit a copy of their FTA approval letter along with the above TVM certification.
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EXHIBIT A – CALACT/MBTA Contract No. 20-01 CBS
Request for Proposal
Issued October 9, 2020
RFP No. 20-01
99 CER 1.8 Federal Motor Vehicle Safety Standards
The Proposer and (if selected) Contractor shall submit (1) manufacturer’s FMVSS self- certification sticker information that the vehicle complies with relevant FMVSS or (2) manufacturer’s certified statement that the contracted buses shall not be subject to FMVSS regulations.
Company name:
Name of signer:
Title:
_____________________________________ _______________________ Authorized signature Date
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EXHIBIT A – CALACT/MBTA Contract No. 20-01 CBS
Request for Proposal
Issued October 9, 2020
RFP No. 20-01
100
CER 1.9 Proposal Form
NOTE: The following is an example of a Proposal form to be modified as appropriate by the Agency and included in the RFP.
Proposer shall complete the following form and include it in the price Proposal.
PROPOSAL
By execution below by a duly authorized representative(s) of the Proposer, the Proposer hereby offers to furnish equipment and services as specified in its Proposal submitted to MBTA in response to Request for Proposal No. 20-01: Joint Procurement for Accessible Transit/Paratransit Vehicles in its entirety.
Proposer:
____________________________________________________________________________ Street address:
____________________________________________________________________________ City, state, ZIP:
____________________________________________________________________________ Name and title of Authorized Signer(s):
__________________________________________________________________ Name and title of Authorized Signer(s):
__________________________________________________________________
Phone:
____________________________________________________________________________
___________________________________________________ _______________________ Authorized signature Date
___________________________________________________ _______________________ Authorized signature Date 117
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EXHIBIT A – CALACT/MBTA Contract No. 20-01 CBS
Request for Proposal
Issued October 9, 2020
RFP No. 20-01
101
CER 1.10 Notice of Award
By execution below, Morongo Basin Transit Authority accepts Proposal as indicated above.
Contracting officer:
________________________________________________________________________
___________________________________________________ _______________________ Authorized signature Date
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EXHIBIT A – CALACT/MBTA Contract No. 20-01 CBS
Request for Proposal
Issued October 9, 2020
RFP No. 20-01
102
Vehicle Questionnaire
The Vehicle Questionnaire and is attached as an Excel Spreadsheet in Appendix J. Each Proposer is to complete the appropriate spreadsheet tabs, print and return an original with a “wet signature” with the required proposal forms. Proposers shall also provide the required Warranty Provisions. Proposers are to also provide the other copies as required in NR 3, Proposal Date and Submittal Requirements. This form must be completed and included in the Technical Proposal. To be submitted in hardcopy and electronically (in native Excel form).
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Issued October 9, 2020
RFP No. 20-01
103
SECTION 10: CONTRACT
1. Contract Documents and Order of Precedence
The Contract consists of the documents listed below. In case of any conflict among these documents, the order of precedence shall be:
1. Form of Contract
2. “Section 4: Special Conditions”
3. “Section 3: General Conditions,” and “Section 5: Federal Requirements”
4. “Section 6: Technical Specifications,” “Section 7: Warranty Requirements,” and “Section 8: Quality Assurance”
5. Contractor’s Best and Final Offer (including Contractor Proposal)
6. Addenda
7. RFP No. 20-01
A modification or change to any Contract document shall take its precedence from the term it amends. All other documents and terms and conditions shall remain unchanged.
2. Compensation
The Price Worksheet is Attachment 1 to this Contract. Each ordering Agency shall pay the Contractor the amount shown on the Ordering Confirmation Form as full compensation for all costs and expenses of completing the Work in accordance with the Contract, including but not limited to all labor and material required, overhead, storage and shipping, risks and obligations, taxes (as applicable), fees and profit, and any unforeseen costs.
3. Contract Term and Period of Performance
The effective date of this Contract shall be the effective date set forth in the Notice to Proceed (NTP). The Contractor shall provide vehicles under the Schedule for a period of two (2) years after the effective date of the Contract, upon receipt of the NTP.
4. Contract Type
This is an Indefinite Delivery/Indefinite Quantity (ID/IQ) contract. The minimum and maximum quantities established for the contract period are in Section IP 1:
These figures represent the foreseeable needs of the listed Agencies shown on Appendix “C”.
ONLY these firms shall be able to be order or assign vehicles from this joint procurement.
Neither MBTA, CalACT nor any other participant guarantee any purchase beyond the minimum quantity for the base contract period. Orders shall be placed on an as-needed basis.
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EXHIBIT A – CALACT/MBTA Contract No. 20-01 CBS
Request for Proposal
Issued October 9, 2020
RFP No. 20-01
104
5. Notices
Any Notice legally required to be given by one party to another under the Contract shall be in writing, dated and signed by the party giving such Notice or by a duly authorized representative of such party.
Notices shall not be effective unless transmitted by any method that provides confirmation of transmission and delivery, such as fax, certified mail or registered mail and addressed to:
To Agency:
Mr. Joe Meer, General Manager
Morongo Basin Transit Authority
62405 Verbena Road
Joshua Tree, CA 92252
[Insert Contractor name, address and point of contact]
6. Entire Agreement
This Contract constitutes the complete and entire agreement between the Agency and Contractor and supersedes any prior representations, understandings, communications, commitments, agreements or Proposals, oral or written, that are not incorporated as a part of the Contract.
______________________________________
Contractor name
______________________________________
Agency name
______________________________________
Signature of authorized official ______________________________________ Signature of authorized official
______________________________________
(Print or type name and title)
______________________________________
(Print or type name and title)
______________________________________
Date
______________________________________
Date
_______________________________
Tax ID number
Approved as to form by:
______________________________________
Insert name and title
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EXHIBIT A – CALACT/MBTA Contract No. 20-01 CBS
Request for Proposal
Issued October 9, 2020
RFP No. 20-01
105
Attachment 1 - Pricing Worksheet (Signed)
[INSERT PRICING SCHEDULE]
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Request for Proposal
Issued October 9, 2020
RFP No. 20-01
106
SECTION 11: APPENDIXES
Revised Appendix -A-1 through 8: Vehicle Specifications (Embedded) . Note- ZEB Vehicle attachments will be added via amendment with a different due date.
Att A-1 Class A-C
Cutaway REV 4.docx
Att A-3 Class E Large
Cutaway REV 2.docx
Att A-2 Class D LF
Minivan REV 3.docx
Att A-8 Class V
Mobility Vehicle REV 4.doc
Att A-7 Class T Front
Engine Trolley REV 2.doc
Att A-6 Class P Low
Floor Full Size Van REV 3.docx
Att A-5 Class M
Medium Duty RE Bus REV 2.doc
Att A-4 Class G Low
Floor Cutaway REV 2.docx
Appendix B: Visual Inspection and Road Test Forms
Guide for Inspection: Coach
Manufacturer________________________
The Following Items Should Be Inspected Coach
Number____________________________
on Every Coach of Each Order Test
Location_____________________________
ITEM REQUIREMEN
T
INSPECTION
INSTRUCTIO
N
RESUL
T
INSPECTOR
/
DATE
REMARKS/NOTE
S
Curb
Weight
Maximum curb
weight of lb.
Measure on
certified scale
Weight
FMVSS
Stickers
Affixed to vehicle Locate sticker Pass/Fail
Finish and
Color
Smooth body
surfaces and paint
Visually inspect
all surfaces for
flaws
Pass/Fail
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EXHIBIT A – CALACT/MBTA Contract No. 20-01 CBS
Request for Proposal
Issued October 9, 2020
RFP No. 20-01
107
Interior
Panel
Fastening
Absence of rough
edges or surfaces
Visually inspect
for proper
installation
Pass/Fail
Towing
Devices
Provision of
towing eyes
(front/rear)
Verify presence
of towing eyes
Pass/Fail
Door
Control
Opening time of
sec.
Verify door
opening time
frame
Pass/Fail
Interior
Lighting
Lighting operable
without engine
Switch on all
interior lights
Pass/Fail
Exterior
Lighting
All vehicle lights
operable
Switch on and
verify lamps are
on
Pass/Fail
Fuel Tank Fill rate and filler
location
Inspect filler for
easy access and
check fill rate
Pass/Fail
Chassis Welds, axles,
suspension,
steering, wheels,
and brakes
Inspect for leaks,
and interference.
Check fluid
levels, welds,
undercoating, air
lines, brake
slack, and lug
nuts
Pass/Fail
Electrical Wiring and
junction boxes
Inspect for loose
or stretched
wires
Pass/Fail
Batteries Secured and
polarized wiring
access for jump
start
Inspect
compartment
and jumper
cable access
Pass/Fail
HVAC Capacity and
performance
Operate AC,
check
compressor,
condenser, flow,
and temperature
Pass/Fail
Wheelchai
r Access
Clear lift or ramp
access, and
securement area
Operate lift or
ramp, inspect
operation,
measure areas
Pass/Fail
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EXHIBIT A – CALACT/MBTA Contract No. 20-01 CBS
Request for Proposal
Issued October 9, 2020
RFP No. 20-01
108
SAMPLE ROAD TEST SHEET
Guide for Inspection: Coach
Manufacturer________________________
The Following Items Should Be Inspected Coach
Number____________________________
on Every Coach of Each Order
Test
Location______________________________
ITEM REQUIREMENT INSPECTION
INSTRUCTION
RESULT INSPECTOR
/DATE
REMARKS/
NOTES
Engine N/A Record low idle,
fast idle, and
high idle speeds
Low
Fast
High
Power
Plant
Mounting and
arrangement
Check for loose
lines, leaks, and
noises. Check
fluid levels, belt
alignment, and
cap fit
Pass/Fail
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EXHIBIT A – CALACT/MBTA Contract No. 20-01 CBS
Request for Proposal
Issued October 9, 2020
RFP No. 20-01
109
Service
Brakes
Stopping distance Verify function
and indicator,
check for pulling
to either side
Pass/Fail
Parking
Brake
N/A Verify indicator,
and no
movement
Pass/Fail
Turning
Effort
Steering wheel
torque
Check effort with
coach stopped
Pass/Fail
Turning
Radius
Not to exceed at
corner of body
Verify turning
radius in both
directions
Pass/Fail
Acceleration rate from 0 to
mph
Verify
acceleration on
smooth road
Pass/Fail
Resonance Absence of
audible and/or
visible vibrations
Operate coach at
various speeds,
check for
vibrations and
rattles
Pass/Fail
Windshield
Wipers
Evenly deposited
wash fluid
Operate coach at
safe speed over
40 mph, check
coverage,
parking position,
and wiper
frequency
Pass/Fail
Power Plant N/A Check for leaks
under coach and
in engine
compartment,
check for
abnormal noises
Pass/Fail
HVAC Interior
temperature
Operate system,
check internal
and ambient
temp.
Int.
Amb.
Door
Control
Accelerator and
brake interlocks
At speeds less
than 10 mph,
verify accelerator
and brake
Pass/Fail
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EXHIBIT A – CALACT/MBTA Contract No. 20-01 CBS
Request for Proposal
Issued October 9, 2020
RFP No. 20-01
110
interlocks with
door open
General N/A During testing,
observe any
abnor-malities in
ride and handling
of coach
Pass/Fail
____________________________________ _________________________ Signature of Inspector Date
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EXHIBIT A – CALACT/MBTA Contract No. 20-01 CBS
Request for Proposal
Issued October 9, 2020
RFP No. 20-01
111
Appendix C Participants List (Agency Master List PDF)
Participants List RFP
20-01.pdf
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Request for Proposal
Issued October 9, 2020
RFP No. 20-01
112
RESERVED
RESERVED
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Request for Proposal
Issued October 9, 2020
RFP No. 20-01
113
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EXHIBIT A – CALACT/MBTA Contract No. 20-01 CBS
Request for Proposal
Issued October 9, 2020
RFP No. 20-01
114
Appendix E, Buy America Procedures (Attached)
RFP 20-01, App E,
Buy America Procedures.pdf
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EXHIBIT A – CALACT/MBTA Contract No. 20-01 CBS
Request for Proposal
Issued October 9, 2020
RFP No. 20-01
115
Appendix F, References
SAE # Title Date
Published
J10 – Methods of Test for Paints - Part J10: Determination of Deposition Efficiency of Coating Powders
– Sep 15,
1998
– J211 – Instrumentation for Impact Test —Part 2: Photograph ic Instrumentation
– May 1,
2001
– J287 – Driver Hand Control Reach – Feb 1,
2007
– J366 – Exterior Sound Level for Heavy Trucks and Buses – Feb 1, 1987
– J382 – Windshield Defrosting Systems Performance Requirements - Trucks, Buses, and Multipurpose Vehicles.
– Jan 1,
1994
– J534 – Lubrication Fittings – May 1,
2008
– J537 – Storage Batteries – Sep 1,
2000
– J541 – Voltage Drop for Starting Motor Circuits – Oct 1, 1996
– J587 – License Plate Illumination Devices (Rear Registration Plate Illumination Devices)
– Sep 1,
2003
– J593 – Backup Lamps (Reversing Lamps) – Sep 1,
2005
– J673 – Automotive Safety Glasses – Oct 1,
2005
– J680 – Location and Operation of Instruments and Controls in Motor Truck Cabs, Recommended Practice
– Sep 1,
1988
– J686 – Motor Vehicle License Plates – Oct 1,
1999
– J689 – Curbstone Clearance, Approach, Departure, and Ramp Breakover Angles—Passenger Car and Light Truck
– Aug 1,
2009
– J833 – Human Physical Dimensions – May 1,
2003
– J844 – Nonmetallic Air Brake System Tubing – Nov 1,
2004
– J941 – Motor Vehicle Drivers’ Eye Locations – Mar 1,
2010
– J994 – Alarm—Backup—Electric Laboratory Performance Testing – Mar 1, 132
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EXHIBIT A – CALACT/MBTA Contract No. 20-01 CBS
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Issued October 9, 2020
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116
2009
– J1050 – Describing and Measuring the Driver's Field of View – Jan 1, 2003
– J1113 – Electromagnetic Compatibility Component Test Procedure Part 42, Conducted Transient Emissions
– Oct 1,
2006
– J1127 – Low Voltage Battery Cable – Mar 1,
2010
– J1128 – Low Voltage Primary Cable – Dec 1,
2005
– J1149 – Metallic Air Brake System Tubing and Pipe – Aug 1, 2007
– J1292 – Automobile and Motor Coach Wiring – Jan 1,
2008
– J1455 – Recommended Environmental Practices for Electronic Equipm ent Design in Heavy-Duty Vehicle Applications
– Jun 1,
2006
– J1587 – Joint SAE/TMC Electronic Data Interchange between Microcomputer Systems in Heavy -Duty Vehicle Applications, Recommended Practice
– Jan 1,
1996
– J1708 – Serial Data Communications Between Microcom puter Systems in Heavy-Duty Vehicle Applications
– Oct 1,
2008
– J1986 – Balance Weight and Rim Flange Design Specifications, Test Procedures, and Performance Recommendations
– Jan 1,
2006
– J1939 – Data Link Layer – Dec 1,
2006
– J1995 – Engine Power Test Code - Spark Ignition and Compression Ignition - Gross Power Rating, Standard;
– Jun 1,
1990
– J2402 – Road Vehicles—Symbols for Controls, Indicators, and Tell-tales – Jan 1, 2010
– J2711 – Recommended Practice for Measuring Fuel Economy and Emissions of Hybrid -Electric and Conve ntional Heavy -Duty Vehicles
– Sept 1,
2002
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EXHIBIT A – CALACT/MBTA Contract No. 20-01 CBS
Request for Proposal
Issued October 9, 2020
RFP No. 20-01
117
Appendix G, Abbreviation and Acronyms
A/C air conditioning
ABS anti-lock braking system
AC alternating current
ACQ alkaline copper quaternary
ADA Americans with Disabilities Act
Ah amp hour
ALR auto-locking retractor
APA The Engineered Wood Association, formerly the American Plywood Association APC automatic passenger counter
APTA American Public Transportation Association
ASTM ASTM International, formerly the American Society for Testing and Materials ATC automatic traction control
AVL automatic vehicle location
AWG American Wire Gauge
BAFO Best and Final Offer
BMS Battery Management System
BRT bus rapid transit
CARB California Air Resources Board
CCS climate control system
CCTV closed-circuit television
cfm cubic feet per minute
CGA Compressed Gas Association
CNG compressed natural gas
dB decibel
DBE disadvantaged business enterprise
DC direct current
DDU driver display unit
DEF diesel exhaust fluid
DOT Department of Transportation
DPF diesel particulate filter
ECM Engine Control and Monitoring
ECS emission control system
ELR emergency locking retractor
EMI electromagnetic interference
EPA Environmental Protection Agency
ESS energy storage system
FEA Finite Element Analysis
FEMA failure mode effects analysis
FMCSA Federal Motor Carrier Safety Administration
FMCSR Federal Motor Carrier Safety Regulations
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Request for Proposal
Issued October 9, 2020
RFP No. 20-01
118
FMVSS Federal Motor Vehicle Safety Standards
FTA Federal Transit Administration
GAWR gross axle weight rated
GPS global positioning system
GVW gross vehicle weight
GVWR gross vehicle weight rated
H-point hip-point
HDS hybrid drive system
HMI human-machine interface
HSC hybrid system controller
HV high voltage
HVAC heating, ventilation and air conditioning
I/O input/output
IEEE Institute of Electrical and Electronics Engineers
ISO International Standards Organization
LEL LED emergency light
LV low voltage
mA milliampere
MDT mobile data terminal
MPa mega-Pascal
NC normally closed
NFPA National Fire Protection Association
NGV natural gas vehicle
NOx nitrogen oxide
NO normally open
NTP notice to proceed
OEM original equipment manufacturer
OSI Open Systems Interconnect
PA public address
PMO project management oversight
PPU primary propulsion unit
PPU prime power init
PPV price per vehicle
PRD pressure relief device
psi pounds per square inch
RF radio frequency
RFI radio frequency interference
RTC real-time clock
SAE SAE International, formerly the Society of Automotive Engineers scf standard cubic feet
SLW seated load weight
SOC state of change
UL Underwriters Laboratories
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EXHIBIT A – CALACT/MBTA Contract No. 20-01 CBS
Request for Proposal
Issued October 9, 2020
RFP No. 20-01
119
UNECE United Nations Economic Commission for Europe
VDC volts of direct current
Wh watt-hours
VIN vehicle information number
Appendix H, References List Worksheet (Attached)
Appendix I, Plant and Service Center/s Worksheets (Attached) Appendix J, Vehicle Questionnaire Sheet (Attached)
Appendix K, RFA Form (Attached)
Appendix H, References List Form
RFP 20-01 References
List Form.xlsx
MBTA Service Center
20-01 Pre-Award Audit Sheet 10092020.xlsb
MBTA Mfrs 20-01
Combined Pre-Award Audit Sheet.xlsb
Appendix I, Mfrs. Plant and Service Ctr Audit Checklist
Appendix J, Vehicle Questionnaire
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Request for Proposal
Issued October 9, 2020
RFP No. 20-01
120
Vehicle Questionnaire
RFP #20-01.xlsx
Appendix K, RFA
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EXHIBIT A – CALACT/MBTA Contract No. 20-01 CBS
VEHICLE SPECIFICATIONS
ACCESIBLE PARATRANSIT VEHICLES
ATTACHMENT A -1
RFP 20 -01
Class A -C Cutaways
Morongo Basin Transit Authority
Lead Agency for the
California Association for Coordinated Transportation
Vehicle Purchasing Cooperative
REV 4
February 4, 20
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MBTA RFP 20-01 Attachment A-1 EXHIBIT A – CALACT/MBTA Contract No. 20-01 CBS