Staff Report — Simi Valley City Council, April 7, 2025

WATER2502.SR.MG

CITY OF SIMI VALLEY

MEMORANDUM
A
pril 7, 2025
T
O: Board of Directors, Ventura County Waterworks District No. 8 F
ROM: Department of Public Works
S
UBJECT: AUTHORIZE ISSUANCE OF FOUR PURCHASE ORDERS TO

PURCHASE FOUR EMERGENCY GENERATORS UTILIZING THE

SOURCEWELL COOPERATIVE AGREEMENT FOR THE EMERGENCY
GENERATORS PROJECT, CP76300050

STAFF RECOMMENDATION
I
t is recommended that the Board of Directors authorize the District Manager to execute and issue four (4) purchase orders for a total of $177,081.73 to Quinn Power Systems (Quinn) for the acquisition of four (4) emergency generators for Ventura County Waterworks District No. 8 (Waterworks) tank site s under the Emergency Generators Project, CP76300050 (Project) , utilizing the Sourcewell Cooperative Agreement (Sourcewell) #092222-CAT.

BACKGROUND AND OVERVIEW
The Pr
oject includes the installation of stationary generators at critical pump stations and tank sites to ensure that water will be delivered throughout the City during an electrical power outage. For Phase 1 of this P roject, four sites were identified for generator installation: the Box Canyon Tank, the Walnut Tank, the Mellow Tank, and the Madera Tank (Madera Pump Station). Staff sourced quotes through Sourcewell from Quinn. Staff recommends that the Board of Directors authorize the District Manager to execute and issue four (4) purchase orders for the acquisition of four (4) emergency generators.

FINDINGS AND ALTERNATIVES
T
he objective of this Project is to provide emergency power at these tank sites to power small loads, generally consisting of the SCADA system, radios, seismically actuated valves, and, if feasible, motor-operated gates. The back-up emergency power is needed to maintain operations at these sites in the event of Southern California Edison (SCE) Public Safety Power Shutoffs (PSPS) as well as other unscheduled power outages. The proposed new permanent small generators will be installed with automatic transfer switches and sufficient fuel storage to allow the system to operate remotely and automatically in the event of a power disruption.

AGENDA ITEM NO.

Consent (1)
WATER2502.SR.MG
Phase 1 of this Project will procure four (4) generators for tank sites that are critical for the Waterworks SCADA system operability during power outages. Although a separate contract will be required for the installation at a later date, due to manufacturing lead times, procuring the generators prior to the installation contract will result in substantial cost savings for the City.

Sourcewell is a cooperative agreement that government agencies can utilize to acquire goods and services, as Sourcewell has previously conducted the requisite bidding. The City’s Purchasing Ordinance , Section 2- 9.201(f), authorizes the use of a cooperative purchasing method such as Sourcewell, recognizing the efficiency of staff time and the very competitive pricing usually available. In this analysis, staff found that Quinn is able to most closely match the specifications needed for the City. On February 20, 2025, Quinn provided quotes for $177,081.73 for the four (4) generators, which can be summarized in the chart below:

Location Price (inc. sales tax)
Box Canyon Tank $42,477.91
Walnut Tank $42,937.19
Mellow Tank $49,188.72
Madera Tank $42,477.91
Total $177,081.73

Sourcewell Contract No. 092222- CAT with Caterpillar, Inc. (CAT) is valid through November 22, 2026. CAT does not sell directly to municipalities; purchases are made through the local distributor, Quinn, located in Los Angeles, CA, is the contracted CAT dealer for Ventura County under this contract. $ 750,000 is currently available in the Project budget to cover the $177,081.73 acquisition cost of the generators.

The following alternatives are available to the Board of Directors:

1. Authorize the District Manager to execute and issue four (4) purchase orders totaling $177,081.73 to Quinn for the acquisition of four (4) emergency generators for Waterworks tank sites under the Emergency Generators Project, CP76300050, utilizing the Sourcewell Cooperative Agreement #092222-CAT.

2. Do not authorize the issuance of purchase orders to Quinn through Sourcewell Cooperative Agreement #0922222-CAT at this time and provide staff further direction.

Staff recommends Alternative No. 1.

SUGGESTED BOARD OF DIRECTORS MOTION

I move to authorize the District Manager to execute and issue four purchase orders for a total of $177,081.73 to Quinn for the acquisition of four emergency generators for Waterworks tank sites under the Emergency Generators Project, CP76300050, utilizing the Sourcewell Cooperative Agreement #092222-CAT.
2 WATER2502.SR.MG

SUMMARY

The Public Works Department solicited quotes for the purchase of four Caterpillar emergency generators utilizing the Sourcewell Cooperative Agreement #0922222-CAT for the Emergency Generator Project, CP76300050. The Project has an adequate budget for the purchase of the four emergency generators in the amount of $ 177,081.73. The expected lead time to receive the generators is seven months. It is recommended that the Board of Directors authorize the District Manager to execute and issue four purchase orders for the purchase of emergency generators.

____________________________________
Ronald K. Fuchiwaki
Public Works Director

Prepared by: Rob Herr, Assistant Engineer

INDEX Page

Attachment A – Box Canyon Generator Quote ................................ 4 Attachment B – Walnut Tank Generator Quote .............................. 11 Attachment C – Mellow Tank Generator Quote .............................. 18 Attachment D – Madera Tank Generator Quote ............................. 25 Attachment E – Sourcewell Cooperative Agreement ..................... 32 3 QUOTATION AW A14996-02
3500 Shepherd Street, City of Industry, California 90601 Box 227044, Los Angeles, California 90022-0744 DATE: 02-28-25 PAGE 1 of 7
Quotation Expires: 04-14-25
___
To: City Of Simi Valley
Attn. Rob Herr
Phone: 805-583-6871
Special pricing under Sourcewell formally (NJPA) program NJPA Member I.D. Number for City Of Simi Valley 6779
Caterpillar Inc. Energy / Generators Contact number 092222-CAT Cat
erpillar Stationary generator set model D20 (20 Kw) &
Asco transfer switch (104 Amp) 300 Series
Pr
oject Name: Box
(1
) New Caterpillar Model D20 Diesel Critical Grade Standby Generator Set EPA Certified Interim Tier 4 / UL2200 Listed & IBC Certified Generator Set Rated 20 kW with fan, 60 Hz, Single phase, 120/240 volts at 1800 RPM.

Generator includes standard equipment and accessories listed in the attached bill of material.

Pricing ……………………………………………… Caterpillar List: $29,378.00 Plus Tax ……………………………………………….. Non Caterpillar Items: $15,810.27 Plus Tax ………………………………………………………..…………. Total: $45,188.27 Plus Tax Sourc
ewell Formally (N.J.P.A.) Special Pricing ……………………………….. $39,606.45 Sale Tax (7.25%) Please confirm tax rate) ………………………………............ $2,871.46 Total ……………………………………………………………………………….. $42,477.91
Please Note: Please call for current lead times

ATTACHMENT A
4 QUOTATION AWA14996-02
3500 Shepherd Street, City of Industry, California 90601 Box 227044, Los Angeles, California 90022-0744 DATE: 02-28-25 PAGE 2 of 7
Quotation Expires: 04-14-25
___

Bill of Material Generator Set

Generator and Attachments
Permanent magnet excitation
Space heater
Generator ALT M1736L4 LR Upsize frame

Control Panel and Instrumentation GC Panel
Standard Auto-start control panel
Panel mounted audible alarm with mute
Contacts for common fault alarm signal
Contacts for generator set run signal
NFPA bundle
Input module (Shipped loose installed by others)
Output module (Shipped loose installed by others)
Generator running & fault relay

Protection System
(Qty. 2) 100 amp, 3-pole, U.L. listed, main line circuit breaker Auxiliary contact
SUSE decals and film & Neutral bar

Fuel System
(48 hour @ 100% load), dual wall, UL listed, Sub base fuel tank Spill bucket, alarms
Overfill prevention and spill containment
Flex fuel lines
Fuel level indictor
Fuel rupture alarm
Air cleaner
Vent extension included

Mounting and Enclosures
Vibration isolators, installed between generator set and base rails Weather & Sound protective, enclosure (White & Black)
Fixed louvers
External stop button
Enclosure lights (DC)
5 QUOTATION AWA14996-02
3500 Shepherd Street, City of Industry, California 90601 Box 227044, Los Angeles, California 90022-0744 DATE: 02-28-25 PAGE 3 of 7
Quotation Expires: 04-14-25
___

Starting System
Batteries heavy duty
Starter
Battery disconnect switch

Charging System
120 vac - UL listed, 10 amp, battery charger
Charging alternator

Cooling System
Jacket water heater
Low coolant temp alarm
Low coolant level shutdown
Coolant reservoir
Initial fill of coolant

Lube System
Initial fill of lube oil

Asco (Automatic Open transition transfer switch)
Model: 300 Series
300 Series, Automatic Open Transition Transfer Switch
104 Amp
Service voltage / Hz: 240 Volt / 60 Hz
No. of switched poles: 2
Enclosure: Nema 3R
Neutral configuration: Solid
No. of Cables & Lug size: 1, #14 to 4/0 AWG
Service: Single phase, 3 – wire
Includes the following options: 11BE, 18RX, 44G & 125A

6 QUOTATION AWA14996-02
3500 Shepherd Street, City of Industry, California 90601 Box 227044, Los Angeles, California 90022-0744 DATE: 02-28-25 PAGE 4 of 7
Quotation Expires: 04-14-25
___

Documentation
UL 2200 listed package generator set
IBC Certified
Operation and maintenance manual
Factory test reports
PGS Test Report @ 1.0 PF
Shop prep
Standard Warranty
Delivery (Simi Valley, CA)
CVA (Included in sale quotation)
Offload (Included in sale quotation) Stinger Truck & Staging Generator Start-up (Field test) One Trip (2 hour Load bank test included) Fire Marshall testing not included in sale quotation

Please Note: No written specification’s provided for quotation VERY IMPORTANT NOTE: As a supplier of equipment, Quinn Power Systems (QPS) disclaims responsibility for any and all permits or licenses necessary to design, install and operate the equipment due to zoning, air quality, building or construction codes or use permits pertaining to buyers or buyers' client's, particular application of such equipment or any similar type of permit.

Special attention should be given to the requirements of the local Air Quality Management District (AQMD) rules, regulations and permit process. As an equipment supplier, QPS is proposing equipment to specifications as indicated herein. If additional equipment or engine modifications are required beyond the specifications as required by AQMD and Best Available Control Technology (BACT) guidelines, those items are not included.

For example, South Coast AQMD Rule 1470 requires controls and limits on particulate matter, especially when the engine installation is within 100-meters from a school. Unless specifically indicated in this proposal, compliance to this rule is the responsibility of others.

Ultra low sulfur fuel is required for particulate filters plus will be the required fuel starting in 2006.

When indicated in the bill of materials, the proposed equipment may be SCAQMD pre-approved as certified equipment. This certification does not eliminate the permit process or responsibility of others to obtain a permit. Procurement of certified equipment assures permitability, reduces the permit processing fees and reduces the time necessary to obtain the permit.

Only those items listed are included. Not included is any exhaust or fuel piping, main fuel tank, fuel, duct work, special tools, insulation, wiring, cable, bus duct, concrete, anchor bolts, rigging or any material or labor incidental to the installation itself.

If delivery is delayed by customer (Buyer) beyond original shipment date, purchase price is due 30 days after original shipment date and a hold charge of 1% per month (12% per annum) of the purchase price is due each month until delivery. Service charge of 1.5% per month (18% per annum) is applicable on any delinquent balance.

When included, delivery, startup assistance, field testing, training or any other services required on site will be provided during the normal weekday working hours of 7:00 am to 4:30 pm. Delivery or services occurring at any other time, weekends or holidays is subject to additional charges. 7 QUOTATION AWA14996-02
3500 Shepherd Street, City of Industry, California 90601 Box 227044, Los Angeles, California 90022-0744 DATE: 02-28-25 PAGE 5 of 7
Quotation Expires: 04-14-25
___

Terms and conditions of Caterpillar warranty apply. The Manufacturers' warranties are exclusive and in lieu of all other warranties either oral or written, express or implied, including but not limited to any warranty of merchantability or fitness for a particular purpose. QPSA is not a manufacturer and makes no warranty and shall not, under any circumstances, be liable for any indirect or special, incidental or consequential damages including but not limited to loss of production, loss of profit, loss of use or business interruption, or any other economic loss, whether arising from contract, tort, strict liability or any other theory of law.

If construction of the facility or other delays are experienced or expected, which prohibit the initial startup of the equipment beyond one year from delivery, additional costs should be anticipated. Additional costs might include, but not be limited to long term storage preparation, inspection charges, parts, service etc.

Terms of payment are net 30 days, no retentions; subject to credit approval. Per Company procedure, QPSA will file a California “Preliminary 20-day notice” applicable per Section 3097 of the California Civil Code.

Important conditions for export transactions. This transaction if for the sale of equipment only, as requested and as detailed in this proposal. Not included is any startup assistance, field-testing, training or any other services that might be required on site. Also not included is the responsibility of proper application and installation, installation audits, sea trials (if applicable), installation materials and the installation itself. To ensure proper application, installation, and warranty integrity, you are encouraged to contact the receiving Caterpillar Dealer for these services. The costs of these services are not included in the sale price nor will QPSA be responsible for any such related costs.

TERMS AND CONDITIONS

Acceptance of Order.

This Quotation if for Buyer's information only and is not a valid offer to sell unless signed by an officer of Seller in the place provided on the face of this Quotation. Prices, terms and conditions in an order from Buyer which are inconsistent with the prices, terms and conditions of this Quotation will be rejected by Seller, and are of no force and effect unless accepted in writing by Seller. Prices, delivery schedules and the scope of work on this Quotation are subject to change at Seller’s discretion.

Liability.

Seller's liability on any claim of any kind, including claims for negligence, or for any loss or damage arising out of or connected with the manufacture, sale, delivery, resale or use of any products covered by or furnished under any order shall be limited to those claims arising solely from the acts of Seller and Seller shall in no way be liable for any special or consequential damages.

Any claims against Seller for shortages in shipments shall be made in writing to Seller within fifteen (15) days of receipt of shipment by Buyer. Unless otherwise provided for in writing, Seller's responsibility for shipment ceases upon delivery to carrier, and any claims for shortage, delays or damage occurring thereafter shall be made direct to carrier by Buyer.

Fulfillment of any order accepted by Seller is subject to strikes, labor disputes, lockouts, accidents, fires, delays in manufacture or in transportation, delays in delivery of component materials, floods, severe weather, or Acts of God, embargoes, governmental actions, or any other cause beyond the reasonable control of Seller.

Shipments.

Unless otherwise specified, shipment dates are approximate. Shipment of goods under any order accepted by Seller shall be subject to the approval by Seller of Buyer’s financial condition at the time of shipment. Whether or not terms of payment are specified elsewhere, Seller may, at its option, condition shipments under any order accepted by Seller upon receipt of satisfactory security or of cash prior to shipment.

If, at Buyer’s request, shipment of goods under any order accepted by Seller is delayed more than thirty (30) days after the shipment date specified in the order, or the date the goods are ready for shipment, whichever is later, Seller may require immediate payment in full and/or assess additional charges for the expenses incident to such delay.

8 QUOTATION AWA14996-02
3500 Shepherd Street, City of Industry, California 90601 Box 227044, Los Angeles, California 90022-0744 DATE: 02-28-25 PAGE 6 of 7
Quotation Expires: 04-14-25
___

Termination.

In the absence of a written agreement between Buyer and Seller expressing different terms and conditions as to termination, any order accepted by Seller may be terminated prior to completion by Buyer only upon written notice to Seller and payment of Seller’s termination charges. If notice of termination is received by Seller after Seller has committed to buy the principal components for any order, termination charges shall include the total profit anticipated by Seller. Additionally, Buyer’s instruction to Seller to stop work for thirty (30) days during the time specified for performance in any order may be construed by Seller as the equivalent of written notice of termination from Buyer.

Taxes.

Unless expressly stated, Seller's prices do not include sales, use, excise or similar taxes, which Seller may be required to pay in filling Buyer's order. The amount of any applicable tax shall be paid by Buyer as an additional charge unless specifically included in any order accepted by Seller, or in lieu thereof, the Buyer shall provide Seller with a tax exemption certificate acceptable to the taxing authorities.

Patents.

Seller shall, at its own expense, defend and save Buyer harmless from the expenses and consequences of any suit or procedure brought against Buyer, based on a claim that the use or sale of goods specified in any order accepted by Seller constitutes an infringement of any United States letters of patent in existence on the date of any such order; provided Buyer promptly notifies Seller in writing and gives the necessary authorization, information and assistance for the defense of such a claim.

Changes.

Seller, and Seller's suppliers, may, at any time, without notice to Buyer, make changes (whether in design, materials, the addition of improvements, or otherwise) in any goods specified in any order accepted by Seller without incurring any obligation of any kind as a result thereof, but only to the extent that such change does not cause the goods specified to fail to meet Buyer's requirements. Buyer may, in its order, provide for changes in its requirements with provision for a corresponding equitable change in the price, if any; but in no instance shall Buyer make changes, which are substantially different from the scope of the original order accepted by Seller.

Export Sales.

In the event the goods and services specified in any order accepted by Seller are for export, the Buyer shall be responsible for securing export, import and other licenses or authorizations as may be required.

9 QUOTATION AWA14996-02
3500 Shepherd Street, City of Industry, California 90601 Box 227044, Los Angeles, California 90022-0744 DATE: 02-28-25 PAGE 7 of 7
Quotation Expires: 04-14-25
___

The quotation provided herein is for information only, and is not a valid offer to sell unless signed by a Sales Representative of Quinn Power Systems and an officer of your Company in the space provided below. Any offer to sell or any offer accepted shall be subject to the Terms and Conditions page. Unless expressly stated on the face of this quotation, all prices, delivery schedules and product specifications are subject to change without notice. Quotation is good for 30 days, expires after that duration.

Signature: ____________________
Sales Representative: Allen Abramovitch
Cell: 805-431-3180
Office: 805-485-2171
Email: [email protected]
Submitted By: Allen Abramovitch

ACCEPTED BY:

Company: ____________________

Signature: ____________________

Date: ____________________

10 QUOTATION AW A14998-02
3500 Shepherd Street, City of Industry, California 90601 Box 227044, Los Angeles, California 90022-0744 DATE: 02-28-25 PAGE 1 of 7
Quotation Expires: 04-14-25
___
To: City Of Simi Valley
Attn. Rob Herr
Phone: 805-583-6871
Special pricing under Sourcewell formally (NJPA) program NJPA Member I.D. Number for City Of Simi Valley 6779
Caterpillar Inc. Energy / Generators Contact number 092222-CAT Cat
erpillar Stationary generator set model D20 (20 Kw) &
Asco transfer switch (200 Amp) 300 Series
Pr
oject Name: Walnut
(1
) New Caterpillar Model D20 Diesel Critical Grade Standby Generator Set EPA Certified Interim Tier 4 / UL2200 Listed & IBC Certified Generator Set Rated 20 kW with fan, 60 Hz, Single phase, 120/240 volts at 1800 RPM.

Generator includes standard equipment and accessories listed in the attached bill of material.

Pricing ……………………………………………… Caterpillar List: $29,378.00 Plus Tax ……………………………………………….. Non Caterpillar Items: $16,238.50 Plus Tax ………………………………………………………..…………. Total: $45,616.50 Plus Tax Sourc
ewell Formally (N.J.P.A.) Special Pricing ……………………………….. $40,034.68 Sale Tax (7.25%) Please confirm tax rate) ………………………………............ $2,902.51 Total ……………………………………………………………………………….. $42,937.19
Please Note: Please call for current lead times

ATTACHMENT B
11 QUOTATION AWA14998-02
3500 Shepherd Street, City of Industry, California 90601 Box 227044, Los Angeles, California 90022-0744 DATE: 02-28-25 PAGE 2 of 7
Quotation Expires: 04-14-25
___

Bill of Material Generator Set

Generator and Attachments
Permanent magnet excitation
Space heater
Generator ALT M1736L4 LR Upsize frame

Protection System
(Qty. 2) 100 amp, 3-pole, U.L. listed, main line circuit breaker Auxiliary contact
SUSE decals and film & Neutral bar

Mounting and Enclosures
Vibration isolators, installed between generator set and base rails Weather & Sound protective, enclosure (White & Black)
Fixed louvers
External stop button
Enclosure lights (DC)
12 QUOTATION AWA14998-02
3500 Shepherd Street, City of Industry, California 90601 Box 227044, Los Angeles, California 90022-0744 DATE: 02-28-25 PAGE 3 of 7
Quotation Expires: 04-14-25
___

Starting System
Batteries heavy duty
Starter
Battery disconnect switch

Charging System
120 vac - UL listed, 10 amp, battery charger
Charging alternator

Cooling System
Jacket water heater
Low coolant temp alarm
Low coolant level shutdown
Coolant reservoir
Initial fill of coolant

Lube System
Initial fill of lube oil

Asco (Automatic Open transition transfer switch)
Model: 300 Series
300 Series, Automatic Open Transition Transfer Switch
200 Amp
Service voltage / Hz: 240 Volt / 60 Hz
No. of switched poles: 2
Enclosure: Nema 3R
Neutral configuration: Solid
No. of Cables & Lug size: 1, #14 to 4/0 AWG
Service: Single phase, 3 – wire
Includes the following options: 11BE, 18RX, 44G & 125A

13 QUOTATION AWA14998-02
3500 Shepherd Street, City of Industry, California 90601 Box 227044, Los Angeles, California 90022-0744 DATE: 02-28-25 PAGE 4 of 7
Quotation Expires: 04-14-25
___

Ultra low sulfur fuel is required for particulate filters plus will be the required fuel starting in 2006.

When included, delivery, startup assistance, field testing, training or any other services required on site will be provided during the normal weekday working hours of 7:00 am to 4:30 pm. Delivery or services occurring at any other time, weekends or holidays is subject to additional charges. 14 QUOTATION AWA14998-02
3500 Shepherd Street, City of Industry, California 90601 Box 227044, Los Angeles, California 90022-0744 DATE: 02-28-25 PAGE 5 of 7
Quotation Expires: 04-14-25
___

TERMS AND CONDITIONS

Acceptance of Order.

Liability.

Shipments.

15 QUOTATION AWA14998-02
3500 Shepherd Street, City of Industry, California 90601 Box 227044, Los Angeles, California 90022-0744 DATE: 02-28-25 PAGE 6 of 7
Quotation Expires: 04-14-25
___

Termination.

Taxes.

Patents.

Changes.

Export Sales.

16 QUOTATION AWA14998-02
3500 Shepherd Street, City of Industry, California 90601 Box 227044, Los Angeles, California 90022-0744 DATE: 02-28-25 PAGE 7 of 7
Quotation Expires: 04-14-25
___

Signature: ____________________
Sales Representative: Allen Abramovitch
Cell: 805-431-3180
Office: 805-485-2171
Email: [email protected]
Submitted By: Allen Abramovitch

ACCEPTED BY:

Company: ____________________

Signature: ____________________

Date: ____________________

17 QUOTATION AW A15043-01
3500 Shepherd Street, City of Industry, California 90601 Box 227044, Los Angeles, California 90022-0744 DATE: 02-28-25 PAGE 1 of 7
Quotation Expires: 04-14-25
___
To: City Of Simi Valley
Attn. Rob Herr
Phone: 805-583-6871
Special pricing under Sourcewell formally (NJPA) program NJPA Member I.D. Number for City Of Simi Valley 6779
Caterpillar Inc. Energy / Generators Contact number 092222-CAT Cat
erpillar Stationary generator set model D20 (20 Kw) &
Asco transfer switch (104 Amp) & (60 Amp) 300 Series
Pr
oject Name: Mellow
(1
) New Caterpillar Model D25 Diesel Critical Grade Standby Generator Set EPA Certified Interim Tier 4 / UL2200 Listed & IBC Certified Generator Set Rated 25 kW with fan, 60 Hz, Single phase, 120/240 volts at 1800 RPM.

Generator includes standard equipment and accessories listed in the attached bill of material.

Pricing ……………………………………………… Caterpillar List: $32,691.00 Plus Tax ……………………………………………….. Non Caterpillar Items: $19,383.90 Plus Tax ………………………………………………………..…………. Total: $52,074.90 Plus Tax Sourc
ewell Formally (N.J.P.A.) Special Pricing ……………………………….. $45,863.61 Sale Tax (7.25%) Please confirm tax rate) ………………………………............ $3,325.11 Total ……………………………………………………………………………….. $49,188.72
Please Note: Please call for current lead times

ATTACHMENT C
18 QUOTATION AWA15043-01
3500 Shepherd Street, City of Industry, California 90601 Box 227044, Los Angeles, California 90022-0744 DATE: 02-28-25 PAGE 2 of 7
Quotation Expires: 04-14-25
___

Bill of Material Generator Set

Generator and Attachments
Permanent magnet excitation
Space heater
Generator ALT M1736L4 LR Upsize frame

Protection System
(Qty. 1) 100 amp, 3-pole, U.L. listed, main line circuit breaker (Qty. 1) 60 amp, 3-pole, U.L. listed, main line circuit breaker Auxiliary contact
SUSE decals and film & Neutral bar

Mounting and Enclosures
Vibration isolators, installed between generator set and base rails Weather & Sound protective, enclosure (White & Black)
Fixed louvers
External stop button
19 QUOTATION AWA15043-01
3500 Shepherd Street, City of Industry, California 90601 Box 227044, Los Angeles, California 90022-0744 DATE: 02-28-25 PAGE 3 of 7
Quotation Expires: 04-14-25
___

Enclosure lights (DC)

Starting System
Batteries heavy duty
Starter
Battery disconnect switch

Charging System
120 vac - UL listed, 10 amp, battery charger
Charging alternator

Cooling System
Jacket water heater
Low coolant temp alarm
Low coolant level shutdown
Coolant reservoir
Initial fill of coolant

Lube System
Initial fill of lube oil

Asco (Automatic Open transition transfer switch)
Model: 300 Series
300 Series, Automatic Open Transition Transfer Switch
104 Amp
Service voltage / Hz: 240 Volt / 60 Hz
No. of switched poles: 3
Enclosure: Nema 3R
Neutral configuration: Switched
No. of Cables & Lug size: 1, #14 to 4/0 AWG
Service: Single phase, 3 – wire
Includes the following options: 11BE, 18RX, 44G & 125A

20 QUOTATION AWA15043-01
3500 Shepherd Street, City of Industry, California 90601 Box 227044, Los Angeles, California 90022-0744 DATE: 02-28-25 PAGE 4 of 7
Quotation Expires: 04-14-25
___

Asco (Automatic Open transition transfer switch)
Model: 300 Series
300 Series, Automatic Open Transition Transfer Switch
60 Amp
Service voltage / Hz: 240 Volt / 60 Hz
No. of switched poles: 3
Enclosure: Nema 3R
Neutral configuration: Switched
No. of Cables & Lug size: 1, #14 to 4/0 AWG
Service: Single phase, 3 – wire
Includes the following options: 11BE, 18RX, 44G & 125A

Ultra low sulfur fuel is required for particulate filters plus will be the required fuel starting in 2006. 21 QUOTATION AWA15043-01
3500 Shepherd Street, City of Industry, California 90601 Box 227044, Los Angeles, California 90022-0744 DATE: 02-28-25 PAGE 5 of 7
Quotation Expires: 04-14-25
___

TERMS AND CONDITIONS

Acceptance of Order.

Liability.

Seller's liability on any claim of any kind, including claims for negligence, or for any loss or damage arising out of or connected with the manufacture, sale, delivery, resale or use of any products covered by or furnished under any order shall be 22 QUOTATION AWA15043-01
3500 Shepherd Street, City of Industry, California 90601 Box 227044, Los Angeles, California 90022-0744 DATE: 02-28-25 PAGE 6 of 7
Quotation Expires: 04-14-25
___

limited to those claims arising solely from the acts of Seller and Seller shall in no way be liable for any special or consequential damages.

Shipments.

Termination.

Taxes.

Patents.

Changes.

Export Sales.

23 QUOTATION AWA15043-01
3500 Shepherd Street, City of Industry, California 90601 Box 227044, Los Angeles, California 90022-0744 DATE: 02-28-25 PAGE 7 of 7
Quotation Expires: 04-14-25
___

Signature: ____________________
Sales Representative: Allen Abramovitch
Cell: 805-431-3180
Office: 805-485-2171
Email: [email protected]
Submitted By: Allen Abramovitch

ACCEPTED BY:

Company: ____________________

Signature: ____________________

Date: ____________________

24 QUOTATION AW A14997-02
3500 Shepherd Street, City of Industry, California 90601 Box 227044, Los Angeles, California 90022-0744 DATE: 02-28-25 PAGE 1 of 7
Quotation Expires: 04-14-25
___
To: City Of Simi Valley
Attn. Rob Herr
Phone: 805-583-6871
Special pricing under Sourcewell formally (NJPA) program NJPA Member I.D. Number for City Of Simi Valley 6779
Caterpillar Inc. Energy / Generators Contact number 092222-CAT Cat
erpillar Stationary generator set model D20 (20 Kw) &
Asco transfer switch (104 Amp) 300 Series
Pr
oject Name: Madera
(1
) New Caterpillar Model D20 Diesel Critical Grade Standby Generator Set EPA Certified Interim Tier 4 / UL2200 Listed & IBC Certified Generator Set Rated 20 kW with fan, 60 Hz, Single phase, 120/240 volts at 1800 RPM.

Generator includes standard equipment and accessories listed in the attached bill of material.

ATTACHMENT D
25 QUOTATION AWA14997-02
3500 Shepherd Street, City of Industry, California 90601 Box 227044, Los Angeles, California 90022-0744 DATE: 02-28-25 PAGE 2 of 7
Quotation Expires: 04-14-25
___

Bill of Material Generator Set

Generator and Attachments
Permanent magnet excitation
Space heater
Generator ALT M1736L4 LR Upsize frame

Protection System
(Qty. 2) 100 amp, 3-pole, U.L. listed, main line circuit breaker Auxiliary contact
SUSE decals and film & Neutral bar

26 QUOTATION AWA14997-02
3500 Shepherd Street, City of Industry, California 90601 Box 227044, Los Angeles, California 90022-0744 DATE: 02-28-25 PAGE 3 of 7
Quotation Expires: 04-14-25
___

Starting System
Batteries heavy duty
Starter
Battery disconnect switch

Charging System
120 vac - UL listed, 10 amp, battery charger
Charging alternator

Cooling System
Jacket water heater
Low coolant temp alarm
Low coolant level shutdown
Coolant reservoir
Initial fill of coolant

Lube System
Initial fill of lube oil

27 QUOTATION AWA14997-02
3500 Shepherd Street, City of Industry, California 90601 Box 227044, Los Angeles, California 90022-0744 DATE: 02-28-25 PAGE 4 of 7
Quotation Expires: 04-14-25
___

Ultra low sulfur fuel is required for particulate filters plus will be the required fuel starting in 2006.

When included, delivery, startup assistance, field testing, training or any other services required on site will be provided during the normal weekday working hours of 7:00 am to 4:30 pm. Delivery or services occurring at any other time, weekends or holidays is subject to additional charges. 28 QUOTATION AWA14997-02
3500 Shepherd Street, City of Industry, California 90601 Box 227044, Los Angeles, California 90022-0744 DATE: 02-28-25 PAGE 5 of 7
Quotation Expires: 04-14-25
___

TERMS AND CONDITIONS

Acceptance of Order.

Liability.

Shipments.

29 QUOTATION AWA14997-02
3500 Shepherd Street, City of Industry, California 90601 Box 227044, Los Angeles, California 90022-0744 DATE: 02-28-25 PAGE 6 of 7
Quotation Expires: 04-14-25
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Termination.

Taxes.

Patents.

Changes.

Export Sales.

30 QUOTATION AWA14997-02
3500 Shepherd Street, City of Industry, California 90601 Box 227044, Los Angeles, California 90022-0744 DATE: 02-28-25 PAGE 7 of 7
Quotation Expires: 04-14-25
___

Signature: ____________________
Sales Representative: Allen Abramovitch
Cell: 805-431-3180
Office: 805-485-2171
Email: [email protected]
Submitted By: Allen Abramovitch

ACCEPTED BY:

Company: ____________________

Signature: ____________________

Date: ____________________

31 Rev. 3/202
2 1
Solicitation Number: RFP #092222

CONTRACT
This Con
tract is between Sourcewell, 202 12th Street Northeast, P.O. Box 219, Staples, MN 56479 (Sourcewell) and Caterpillar Inc., 5212 N. O’Connor Blvd., Suite 1100, Irving, TX 75039 (Supplier).

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

Sourcewell issued a public solicitation for Electrical Energy Power Generation Equipment with Related Parts, Supplies, and Services from which Supplier was awarded a contract.

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

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

B. EXPIRATION DATE AND EXTENSION. This Contract expires November 22, 2026, unless it is cancelled sooner pursuant to Article 22. This Contract may be extended one additional year upon the request of Sourcewell and written agreement by Supplier.

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

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

ATTACHMENT E
092222-CAT
32 092222-CAT

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

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

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

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

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

In addition, Supplier warrants the Equipment, Products, and Services are suitable for and will perform in accordance with the ordinary use for which they are intended. Supplier’s dealers and distributors must agree to assist the Participating Entity in reaching a resolution in any dispute over warranty terms with the manufacturer. Any manufacturer’s warranty that extends beyond the expiration of the Supplier’s warranty will be passed on to the Participating Entity.

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

3. PRICING

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

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

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

A. SHIPPING AND SHIPPING COSTS. All delivered Equipment and Products must be properly packaged. Damaged Equipment and Products may be rejected. If the damage is not readily

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apparent at the time of delivery, Supplier must permit the Equipment and Products to be returned within a reasonable time at no cost to Sourcewell or its Participating Entities.

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

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

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

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

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

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

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

4. PRODUCT AND PRICING CHANGE REQUESTS

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

At a minimum, the request must:

x Identify the applicable Sourcewell contract number;
x Clearly specify the requested change;
x Provide sufficient detail to justify the requested change;

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

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

5. PARTICIPATION, CONTRACT ACCESS, AND PARTICIPATING ENTITY REQUIREMENTS

A. PARTICIPATION. Sourcewell’s cooperative contracts are available and open to public and nonprofit entities across the United States and Canada; such as federal, state/province, municipal, K-12 and higher education, tribal government, and other public entities. Supplier may not enter into a contract with a U.S. Federal Government entity prior to obtaining necessary internal approvals and will not be obligated to provide Equipment, Products, or Services to any U.S. Federal Government entity under this Contract unless separately agreed in writing. Supplier may work with such parties and may agree to provide equipment or services under the Contract on a case-by-case basis.

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

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

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

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6. PARTICIPATING ENTITY USE AND PURCHASING

A. ORDERS AND PAYMENT. To access the contracted Equipment, Products, or Services under this Contract, a Participating Entity must clearly indicate to Supplier that it intends to access this Contract; however, order flow and procedure will be developed jointly between Sourcewell and Supplier. Typically, a Participating Entity will issue an order directly to Supplier or its authorized subsidiary, distributor, dealer, or reseller. If a Participating Entity issues a purchase order, it may use its own forms, but the purchase order should clearly note the applicable Sourcewell contract number. All Participating Entity orders under this Contract must be issued prior to expiration or cancellation of this Contract; however, Supplier performance, Participating Entity payment obligations, and any applicable warranty periods or other Supplier or Participating Entity obligations may extend beyond the term of this Contract.

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

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

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

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

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

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

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

7. CUSTOMER SERVICE

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

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

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

8. REPORT ON CONTRACT SALES ACTIVITY AND ADMINISTRATIVE FEE PAYMENT

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

The Report must contain the following fields:

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

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

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

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

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

9. AUTHORIZED REPRESENTATIVE

Sourcewell's Authorized Representative is its Chief Procurement Officer.

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

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

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

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

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assignment will be invalid. Provided, however, that Caterpillar is permitted to subcontract certain of its rights and obligations to Caterpillar dealers for performance without Sourcewell’s prior written consent.

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

D. WAIVER. Failure by either party to take action or assert any right under this Contract will not be deemed a waiver of such right in the event of the continuation or repetition of the circumstances giving rise to such right. Any such waiver must be in writing and signed by the parties.

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

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

11. INDEMNITY AND HOLD HARMLESS

Intentionally omitted.

12. GOVERNMENT DATA PRACTICES

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

13. INTELLECTUAL PROPERTY, PUBLICITY, MARKETING, AND ENDORSEMENT

A. INTELLECTUAL PROPERTY

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

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b. Supplier grants to Sourcewell a royalty-free, worldwide, non-exclusive right and license to use Supplier’s trademarks in advertising and promotional materials for the purpose of marketing Supplier’s relationship with Sourcewell.

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

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

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

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

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

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

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14. GOVERNING LAW, JURISDICTION, AND VENUE

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

15. FORCE MAJEURE

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

16. SEVERABILITY

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

17. PERFORMANCE, DEFAULT, AND REMEDIES

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

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

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

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

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

1. Nonperformance of contractual requirements, or

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

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

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

18. INSURANCE

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

1. Workers’ Compensation and Employer’s Liability.

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

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

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

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

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

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

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

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

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

Minimum Limits:
$2,000,000

5. Professional/Technical, Errors and Omissions, and/or Miscellaneous Professional Liability. During the term of this Contract, Supplier will maintain coverage for all claims the Supplier may become legally obligated to pay resulting from any actual or alleged negligent act, error, or omission related to Supplier’s professional services required under this Contract.

Minimum Limits:
$2,000,000 per claim or event
$2,000,000 – annual aggregate

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

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

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

C. ADDITIONAL INSURED ENDORSEMENT AND PRIMARY AND NON-CONTRIBUTORY INSURANCE CLAUSE. Supplier agrees to list Sourcewell and its Participating Entities, including their officers, agents, and employees, as an additional insured under the Supplier’s commercial general liability insurance policy with respect to liability arising out of activities, “operations,” or “work” performed by or on behalf of Supplier, and products and completed operations of Supplier. The policy provision(s) or endorsement(s) must further provide that coverage is primary and not excess over or contributory with any other valid, applicable, and collectible insurance or self-insurance in force for the additional insureds. A Participating Dealer may name a Participating Entity as an additional insured on a case-by-case basis.

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

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

19. COMPLIANCE

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

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

20. BANKRUPTCY, DEBARMENT, OR SUSPENSION CERTIFICATION

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

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

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

UNITED STATES FEDERAL AWARDS OR OTHER AWARDS

Intentionally omitted.

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22. CANCELLATION

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

Sourcewell Caterpillar Inc.

By: __________________________ By: __________________________ Jeremy Schwartz Jaime Mineart
Title: Chief Procurement Officer Titl e: Vice President & General Manager Retail Electric Power Solutions

Date: ________________________

Approved:

By: __________________________
Chad Coauette
Title: Executive Director/CEO

Date: ________________________

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Bid Number: RFP 092222 Vendor Name: Caterpillar

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Bid Number: RFP 092222 Vendor Name: Caterpillar

64 Bid Number: RFP 092222 Vendor Name: Caterpillar
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Pricing - Caterpillar Gen Disc List RFP August 2022.xlsx - Tuesday September 20, 2022 15:56:47 Financial Strength and Stability - Financial Strength and Stability.zip - Tuesday September 20, 2022 15:58:41 Marketing Plan/Samples - Marketing Plan.zip - Tuesday September 20, 2022 15:59:03 WM8E/M8E/S8E or Related Certificates (optional)
Warranty Information - SELF5743-01_.pdf - Tuesday September 20, 2022 15:57:54 Standard Transaction Document Samples - Standard Transaction Document Samples.zip - Tuesday September 20, 2022 15:59:30 Upload Additional Document - Additionals.zip - Tuesday September 20, 2022 15:59:44

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Bid Number: RFP 092222 Vendor Name: Caterpillar

67

Simi Valley City CouncilApril 7, 2025

Simi Valley City Council
April 7, 2025