City Council and Concurrent Authorities
March 12, 2024

RFP #110421

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

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

Opening: November 4, 2021, 6:30 p.m., Central Time
See RFP Section V.G. “Opening”
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I. ABOUT SOURCEWELL
A. SOURCEWELL
Sourcewell is a State of Minnesota local government unit and service cooperative created under the laws of the State of Minnesota (Minnesota Statutes Section 123A.21) that facilitates a competitive public solicitation and contract award process for the benefit of its 50,000+ participating entities across the United States and Canada. Sourcewell’s solicitation process complies with State of Minnesota law and policies, conforms to Canadian trade agreements, and results in cooperative purchasing solutions from which Sourcewell’s Participating Entities procure equipment, products, and services.

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

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

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

In Canada, Sourcewell’s contracts are available for use by:
x Provincial and territorial government departments, ministries, agencies, boards, councils, committees, commissions, and similar agencies; x Regional, local, district, and other forms of municipal government, municipal organizations, school boards, and publicly-funded academic, health, and social service entities referred to as MASH sector (this should be construed to include but not be limited to the Cities of Calgary, Edmonton, Toronto, Ottawa, and Winnipeg), as well as any corporation or entity owned or controlled by one or more of the preceding entities; x Crown corporations, government enterprises, and other entities that are owned or controlled by these entities through ownership interest; EXHIBIT 2
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x Members of the Rural Municipalities of Alberta (RMA) and their represented Associations: MASH (municipalities, academic institutions, schools and hospitals) and MUSH (municipalities, universities, schools and hospitals) sectors, and other governmental agencies eligible to use the Sourcewell contracts. MASH and MUSH sector refers to regional, local, district or other forms of municipal government, school boards, publicly-funded academic, health and social service entities, as well as any corporation or entity owned or controlled by one or more of the preceding entities, including but not limited to represented associations, Saskatchewan Association of Rural Municipalities ("SARM"), Association of Manitoba Municipalities ("AMM"), Local Authorities Services/Association of Municipalities Ontario ("LAS/AMO", excluding the cities of Toronto and Ottawa), Nova Scotia Federation of Municipalities (“NSFM”), Federation of Prince Edward Island Municipalities (“FPEIM”), Municipalities Newfoundland Labrador (“MNL”), Union of New Brunswick Municipalities (“UNBM”), North West Territories Association of Communities ("NWTAC") and their members.

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

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

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

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

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

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

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

1. Sourcewell is seeking proposals for Public Utility Equipment with Related Accessories and Supplies including, but not limited to:
a. Chassis-mounted, trailer-mounted, and self-propelled (wheel or track):
i. Telescopic, articulated, mast, and boom, aerial lifts, towers, buckets, and platforms;
ii. Digger derricks, and cable placing, pulling, and tensioning equipment; and, iii. Directional drills, trenchless excavation equipment, thrust and boring machines, soil piercing tools, trenchers, rock wheels, and pile drivers. b. Utility locating equipment; and,
c. Accessories, supplies, replacement or wear parts, and services related to the offering of the solutions in subsections 1. a. and b. above.

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

3. This solicitation does not include those equipment, products, or services covered under categories included in contracts currently maintained by Sourcewell:
a. Trailers with Related Equipment, Accessories, and Services (RFP #121918), except the trailer-mounted solutions identified in subsections 1. a. i. – iii. above; b. Heavy Construction Equipment with Related Accessories, Attachments, and Supplies (RFP #032119);
c. Medium Duty and Compact Construction Equipment with Related Attachments, Accessories, and Supplies (RFP #040319);
d. Ag Tractors with Related Attachments, Accessories, and Supplier (RFP #110719); e. Class 4-8 Chassis with Related Equipment, Accessories, and Services (RFP #060920), except the chassis-mounted solutions identified in subsections 1. a. i. – iii. above; f. Forklifts and Lift Trucks with Related Services (RFP #091520); and, g. Sewer Vacuum, Hydro-Excavation, and Municipal Pumping Equipment with Related Accessories and Supplies (RFP #101221).

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

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

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

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

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

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

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

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

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

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

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

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E. ESTIM

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

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

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

G. ADDITIONAL CONSIDERATIONS

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

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

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

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

III. PRICING
A. REQUIREMENTS
All prop
osed pricing must be:

1. Either Line-Item Pricing or Percentage Discount from Catalog Pricing, or a combination of these:
a. Line-item Pricing is pricing based on each individual product or services. Each line must indicate the proposer’s published “List Price,” as well as the “Contract Price.” EXHIBIT 2
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b. Percentage Discount from Catalog or Category is based on a percentage discount from a catalog or list price, defined as a published Manufacturer’s Suggested Retail Price (MSRP) for the products or services. Individualized percentage discounts can be applied to any number of defined product groupings. Proposers will be responsible for providing and maintaining current published MSRP with Sourcewell, and this pricing must be included in its proposal and provided throughout the term of any Contract resulting from this RFP.

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

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

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

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

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

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

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

Exceptions must:

1. Clearly identify the affected article and section.

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

Unclear requests will be automatically denied.

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

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

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

B. QUESTIONS REGARDING THIS RFP AND ORAL COMMUNICATION
All qu
estions regarding this RFP must be submitted through the Sourcewell Procurement Portal.

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

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

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

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

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

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

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

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

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

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

Within the Sourcewell Procurement Portal, all proposals must be digitally acknowledged by an authorized representative of the proposer attesting that the information contained in in the proposal is true and accurate. By submitting a proposal, proposer warrants that the information EXHIBIT 2
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provided is true, correct, and reliable for purposes of evaluation for potential contract award.

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

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

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

F. PROPOSAL WITHDRAWAL
Prior to the prop
osal deadline, a proposer may withdraw its proposal.

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

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

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

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

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

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

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

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

Conformance to RFP Requirements 50
Financial Viability and Marketplace Success 75
Ability to Sell and Deliver Service 100
Marketing Plan 50
Value Added Attributes 75
Warranty 50
Depth and Breadth of Offered Equipment, Products, or Services 200 Pricing 400
TOTAL POINTS 1000
C. PROTESTS OF AWARDS
Any protest made under this RFP by a proposer must be in writing, addressed to Sourcewell’s Executive Director, and delivered to the Sourcewell office located at 202 12th Street NE, P.O.

Box 219, Staples, MN 56479. All documents that comprise the complete protest package must be received no later than 10 calendar days’ following Sourcewell’s notice of contract award(s) or non-award and must be time stamped by Sourcewell no later than 4:30 p.m., Central Time. A protest must allege a procedural, technical, or legal defect, with supporting documentation. A protest that merely requests a re-evaluation of a proposal’s content will not be entertained A protest must include the following items:
x The name, address, and telephone number of the protester; EXHIBIT 2
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x Identification of the solicitation by RFP number;
x A precise statement of the relevant facts;
x Identification of the alleged procedural, technical, or legal defect; x Analysis of the basis for the protest;
x Any additional supporting documentation;
x The original signature of the protester or its representative; and x Protest bond in the amount of $20,000 (except where prohibited by law or treaty).

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

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

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

E. DISPOSITION OF PROPOSALS
All materials s
ubmitted in response to this RFP will become property of Sourcewell and will become public record in accordance with Minnesota Statutes Section 13.591, after negotiations are complete. Sourcewell considers that negotiations are complete upon execution of a resulting contract. It is the proposer’s responsibility to clearly identify any data submitted that EXHIBIT 2
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it considers to be protected. Proposer must also include a justification for the classification citing the applicable Minnesota law. Sourcewell may reject proposals that are marked confidential or nonpublic, either substantially or in their entirety.

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

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9/20/2021
Addendum No. 1
Solicitation Number: RFP 110421
Solicitation Name: Public Utility Equipment with Related Accessories and Supplies Consider the following Question and Answer to be part of the above-titled solicitation documents. The remainder of the documents remain unchanged.

Question 1:

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

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

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

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9/24/2021
Addendum No. 2
Solicitation Number: RFP 110421
Solicitation Name: Public Utility Equipment with Related Accessories and Supplies Consider the following Question and Answer to be part of the above-titled solicitation documents. The remainder of the documents remain unchanged.

Question 1:

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

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

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

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

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

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9/27/2021
Addendum No. 3
Solicitation Number: RFP 110421
Solicitation Name: Public Utility Equipment with Related Accessories and Supplies Consider the following Question and Answer to be part of the above-titled solicitation documents. The remainder of the documents remain unchanged.

Question 1:

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

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

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

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10/14/2021
Addendum No. 4
Solicitation Number: RFP 110421
Solicitation Name: Public Utility Equipment with Related Accessories and Supplies Consider the following Questions and Answers to be part of the above-titled solicitation documents. The remainder of the documents remain unchanged.

Question 1:

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

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

Question 2:

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

Can it be transferred to this Sourcewell opportunity, or will we have to bid again? Answer 2:

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

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

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

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EXHIBIT 2
482
EXHIBIT 2
483
EXHIBIT 2
484
EXHIBIT 2
485
EXHIBIT 2
486
EXHIBIT 2
487
Notice
Basic Information
Details
Dates
Contact Information
Pre-Bidding Events
Bid Submission Process
Estimated Contract Value (CAD) $360,000,000.00 (Not shown to suppliers) Reference Number 0000208518
Issuing Organization Sourcewell
Owner Organization
Solicitation Type RFP - Request for Proposal (Formal)
Solicitation Number 110421
Title Public Utility Equipment with Related Accessories and Supplies Source ID PP.CO.USA.868485.C88455
Location All of Canada, All of Canada
Purchase Type Duration:4 years
Description Sourcewell, a State of Minnesota local government unit and service cooperative, is requesting proposals for Public Utility Equipment with Related Accessories and Supplies to result in a contracting solution for use by its Participating Entities. Sourcewell Participating Entities include thousands of governmental, higher education, K-12 education, nonprofit, tribal government, and other public agencies located in the United States and Canada. A full copy of the Request for Proposals can be found on the Sourcewell Procurement Portal [https://proportal.sourcewell-mn.gov]. Only proposals submitted through the Sourcewell Procurement Portal will be considered. Proposals are due no later than November 4, 2021, at 4:30 p.m.

Central Time, and late proposals will not be considered.

Publication 2021/09/16 09:37:30 AM EDT
Question Acceptance Deadline 2021/10/28 05:30:00 PM EDT Questions are submitted online No
Bid Intent Not Available
Closing Date 2021/11/04 05:30:00 PM EDT
Prebid Conference 2021/10/13 11:00:00 AM EDT
Procurement Department
218-894-1930
[email protected]
Event Type Prebid Conference
Attendance Recommended
Event date 2021/10/13 11:00:00 AM EDT
Location Online Conference
Event Note Login information will be emailed two business days prior to the event.

Bid Submission Type Electronic Bid Submission
Pricing In attached document
Pricing In attached document
Bid Documents List
Item Name Description Mandatory
Bid Documents Documents defining the proposal Yes
110421 - Public Utility Equipment with Related Accessori... 2021/09/16 09:37:38 AM EDT Page 1 of 2
EXHIBIT 2
488
Categories
Selected Categories
GSIN Categories (4)
G Goods
Goods
N39 Materiel Handling Equipment
Materiel Handling Equipment
N3950C DERRICKS

DERRICKS
N54 Prefabricated Structures And Scaffolding
Prefabricated Structures And Scaffolding
N5440F PLATFORMS, TELESCOPING

PLATFORMS, TELESCOPING
S Services
Services
S Utilities
Utilities
S Utilities

UTILITIES
C Construction
Construction
515 Special trade construction work
Special trade construction work
5151B PILE DRIVING

PILE DRIVING
MERX Category (1)
G Goods
Goods
G19 Machinery and Tools
Machinery and Tools
UNSPSC Categories (2)
20000000 Mining and Well Drilling Machinery and Accessories 20120000 Oil and gas drilling and exploration equipment 20121800 Directional drilling equipment
22000000 Building and Construction Machinery and Accessories 22100000 Heavy construction machinery and equipment
22101800 Aerial lifts
110421 - Public Utility Equipment with Related Accessori... 2021/09/16 09:37:38 AM EDT Page 2 of 2
EXHIBIT 2
489


ProposalOpeningRecord

Dateofopening:November4,2021

SourcewellpostedRequestforProposal#110421,fortheprocurementofPublicUtilityEquipmentwith RelatedAccessoriesandSupplies,ontheSourcewellProcurementPortal[proportal.sourcewellͲmn.gov]on Thursday,September16,2021,andthesolicitationremainedinanopenstatuswithintheportaluntil November4,2021,at4:30pmCT.TheRFPrequiredthatallproposalsbesubmittedthroughtheSourcewell ProcurementPortalnolaterthan4:30pmCTonNovember4,2021,thedateandtimespecifiedinthe SolicitationS
chedule.

TheundersignedcertifythatallresponsesreceivedonRequestforProposal#110421weresubmittedthrough theSourcewellProcurementPortal,andthateachProposer’sresponsematerialwasdigitallysealedupon submissionandremainedinaccessibleuntiltheduedateandtimespecifiedintheSolicitationSchedule. 
Responseswerereceivedfromthefollowing:

AltecIndustries,Inc.ͲSubmitted11/04
/21at12:46:34PM
ComputrolFuelSystems,Inc.ͲSubmitted11/03/21at5:59:29PM CTOSCanada,Ltd.ͲSubmitted11/03/21at12:12:51PM
CustomTruckOneSource,L.P.ͲSubmitted11/04/21at3:54:01PM DuCo,LLC(ElliottEquipmentCompany)ͲSubmittedSun10/24/21at12:37:28PM MorookaUSA,LLC(DominionEquipme
nt)ͲSubmitted11/04/21at3:41:41PM
TerexUtilitiesͲSubmitted11/04/21at12:54:24PM
TheCharlesMachineWorks,Inc.ͲSubmitted11/03/21at1:03:54PM TimeManufacturingCompanyͲSubmitted11/03/21at4:22:23PM VermeerCorporationͲSubmitted11/04/21at3:17:41PM 
TheProposalswereopenedelectronically,andalistofallProposerswasmadepubliclyavailableinthe SourcewellProcurementPo
rtal,onNovember4,2021,at4:44:33PMCT.Allresponsiveproposalswere thensubmittedforreviewbytheSourcewellEvaluationCommittee. 




____________________________________________________________________ ChrisRobinson,CPSM,ProcurementManagerCarolJackson,ProcurementAnalyst 





 






EXHIBIT 2
490
AltecIndustries,Inc. Computrol FuelSystemsInc. CTOS CanadaLtd.

CustomTruckOneSource,
L.P.

DuCo,LLC(ElliottEquipment
Company)
MorookaUSA,LLC(Dominion
EquipmentParts) Terex Utilities
TheCharlesMachineWorks,
Inc.

TimeManufacturing
Company Vermeer Corporation
Possible Points
Conformance to Terms/
Conditions to Include
Documentation 50 44 - 34 43 44 37 41 45 41 44
Pricing 400 348 - 241 301 336 246 340 344 332 338
Financial, Industry and
Marketplace Successes 75 65 - 50 61 61 54 64 62 56 63
Bidder's Ability to Sell/
Service Contract Nationally 100 83 - 65 83 81 74 80 86 78 86 Bidder's Marketing Plan 50 43 - 32 39 42 37 36 43 42 42 Value Added Attributes 75 67 - 46 60 61 55 63 62 65 64
Warranty Coverages and
Information 50 45 - 37 43 44 42 43 43 42 44
Depth and Breadth of
Offered Equipment,
Products, or Services 200 183 - 152 174 160 118 172 172 170 170 Total P
oints 1,000 878 0 657 804 829 663 839 857 826 851
Rank Order 1 1 097584263
_____________________________________________
Carol Jackson, Procurement Analyst
_____________________________________________
Kim Austin, MBA, CPPB, Procurement Lead Analyst
_____________________________________________
Craig West, Procurement Analyst
_____________________________________________
Brandon Town, CPSM, CPSD, Procurement Analyst
Proposal Evaluation
Public Utility Equipment with Related Accessories and Supplies RFP #110421 








 





 

EXHIBIT 2
491

COMMENT AND REVIEW
to the
REQUEST FOR PROPOSAL (RFP) #110421
Entitled
Public Utility Equipment with Related Accessories and Supplies The following advertisement was placed September 16, 2021 in USA Today, in South Carolina’s The State, in The Oklahoman and on the Sourcewell website www.sourcewell-mn.gov, Sourcewell Procurement Portal https://proportal.sourcewell-mn.gov, Biddingo, Merx, The New York State Contract Reporter www.nyscr.ny.gov, PublicPurchase.com, and September 17, 2021 in Oregon’s Daily Journal of Commerce:

Sourcewell, a State of Minnesota local government unit and service cooperative, is requesting proposals for Public Utility Equipment with Related Accessories and Supplies to result in a contracting solution for use by its Participating Entities. Sourcewell Participating Entities include thousands of governmental, higher education, K-12 education, nonprofit, tribal government, and other public agencies located in the United States and Canada. A full copy of the Request for Proposals can be found on the Sourcewell Procurement Portal [https://proportal.sourcewell- mn.gov]. Only proposals submitted through the Sourcewell Procurement Portal will be considered.

Proposals are due no later than November 4, 2021, at 4:30 p.m. Central Time, and late proposals will not be considered.

The solicitation process was conducted through the Sourcewell Procurement Portal. The following parties expressed interest in the solicitation by registering for this opportunity within the portal:

Advanced Manufacturing and Fabrication,
Inc.

Morooka USA, LLC (Dominion Equipment)
Altec Industries, Inc. Nelson Truck Equipment Co, Inc.

Aramsco, Inc. New West Freightliner, Inc.

Aries Industries, Inc. Prime Vendor, Inc.

B&J Forklift Regina Construction Association
Commercial Truck Equipment Corporation Sauber Manufacturing Company Computrol Fuel Systems, Inc. Schuler Brothers Investments CTOS Canada, Ltd. Sebright Products, Inc.

Custom Truck One Source, L.P. SemaConnect
Deep Trekker Sierra International Machinery, LLC
Diamond Mowers
Snap-on Industrial, A Division of IDSC
Holdings, LLC
Discount Two-Way Radio Corporation Source Atlantic, Ltd. 












EXHIBIT 2
492
Sourcewell Page 2 of 4
Dobbs Ford, Inc. SPECTOR MANUFACTURING, INC.

Domino Highvoltage Supply, Inc. Synergy Rents, LLC
DuCo, LLC (Elliott Equipment Company) Terex Utilities
Eagle Crusher Company, Inc. The Blue Book Network
ePower Systems & Battery, Inc. The Charles Machine Works, Inc.

FCAR TECH USA Time Manufacturing Company
Great West Equipment US PATRIOT, LLC
Holland Pump Company Valor Holdings, LLC
Kaufman Trailers of NE, Inc. Vermeer Corporation
Leadbelt PowerSports WABASH MFG., INC.

Lion Buses, Inc. WASTEWATER SOLUTIONS, LLC
All Proposals remained sealed within the Sourcewell Procurement Portal until the scheduled due date and time. Proposals were electronically opened, and the list of all Proposers was made publicly available on the Sourcewell Procurement Portal, on November 4, 2021, at 4:44:33 pm CT. Proposals were received from the following:

Altec Industries, Inc.

Computrol Fuel Systems, Inc.

CTOS Canada, Ltd.

Custom Truck One Source, L.P.

Elliott Equipment Company(DuCo, LLC)
Morooka USA, LLC (Dominion Equipment)
Terex Utilities
The Charles Machine Works, Inc.

Time Manufacturing Company
Vermeer Corporation
Proposals were reviewed by the Proposal Evaluation Committee:

Kim Austin, MBA, CPPB, Procurement Lead Analyst
Brandon Town CPSM, CPSD, Procurement Analyst
Carol Jackson, Procurement Analyst
Craig West, Procurement Analyst
The findings of the Proposal Evaluation Committee are summarized as follows:

The Proposal Evaluation Committee applied the Sourcewell RFP evaluation criteria and determined that the
products and services offered in the proposal response from Computrol Fuel Systems, Inc., fall outside of the Requested Equipment, Products, or Services of the RFP. All other proposals were found to meet the scope and mandatory submittal requirements and were evaluated.

Altec Industries, Inc., provides Sourcewell participating entities access to their full product line of equipment, including aerial devices, cranes and cable placers. Standard warranty is one year on parts and labor with most models including a limited lifetime warranty. Altec directly sells and services through their robust sales network and 44 Service Centers located throughout the United States and Canada. They are offering participating entities competitive pricing.













EXHIBIT 2
493
Sourcewell Page 3 of 4
Elliot Equipment Company manufactures aerial work platforms, digger derricks, cranes, and boom trucks. Through their geographically dispersed distributors and internal sales and service teams, participating entities in Canada and the United States can receive sales and service support. Elliot offers a one-year warranty on parts and labor for aerials and digger derricks and two years on cranes. All products also include a lifetime structural warranty.

Products included in this proposal are being offered with strong discounts from list prices.

Terex Utilities, Inc. offers their full line of public utility equipment that includes digger derricks, aerial devices, auger drills, auger tools, equipment remounts, inspections, and repair services. They have a strong direct sales and service force that is supplemented by a large distributor and rental partner network that allows them to provide sales and service to Sourcewell participating entities in the United States and Canada. Replacement parts for Terex products are available for purchase through their online e-commerce platform. Terex Utilities, Inc. proposes a solid discount from their list pricing.

The Charles Machine Works, Inc., dba Ditch Witch, offers a complete line of pedestrian and ride on trenchers, vibratory plows, compact utility products, stand on track loaders and attachments, directional drills, vacuum excavation products, micro trenching products, pipe and cable locators, tracking electronics, and pneumatic piercing tools. They have an independent dealer network throughout the United States and Canada, along with over 600 service personnel. Financing and competitive discounts off MSRP are available to Sourcewell participating entities.

Time Manufacturing Company brands include Versalift, BrandFX, Ruthmann, Steiger, Ecoline, Eagle, Blueline and Aspen Aerials. They offer a complete solution including bucket trucks, high access aerials, compact aerials, service trucks, cable placers and digger derricks with a dealer network that covers the United States and Canada. Standard one-year parts and labor warranties are included, and extended warranties are available. Time Manufacturing offers competitive pricing and discounts off MSRP to Sourcewell participating entities.

Vermeer Corporation has a comprehensive product lineup with trenchers, directional drills, piercing tools, and utility locating equipment. Their factory product specialists and dealerships located across the United States and Canada are available to fully serve Sourcewell participating entities. Standard warranties cover all products with extended warranty and service contracts available. Vermeer offers a competitive discount off standard pricing to Sourcewell participating entities.

For these reasons, the Sourcewell Proposal Evaluation Committee recommends award of Sourcewell Contract #110421 to:

Altec Industries, Inc. #110421-ALT
Elliott Equipment #110421-EEC
Terex Utilities, Inc. #110421-TER
The Charles Machine Works, Inc. #110421-CMW
Time Manufacturing Company #110421-TIM
Vermeer Corporation #110421-VRM
The preceding recommendations were approved on December 20, 2021. ___________________________________
Kim Austin, MBA, CPPB, Procurement Lead Analyst













EXHIBIT 2
494
Sourcewell Page 4 of 4
_____________________________________
Brandon Town CPSM, CPSD, Procurement Analyst
_____________________________________
Carol Jackson, Procurement Analyst
_______________________________________
Craig West, Procurement Analyst

STATEMENT OF COMPLIANCE
As Chief Procurement Officer for Sourcewell, I have reviewed the recommendation of the Evaluation Committee and the accompanying support materials documenting the process followed for RFP #110421 for Public Utility Equipment with Related Accessories and Supplies.

The committee accepted, deemed responsive, evaluated, and recommended proposals for award. Under authority granted to the Chief Procurement Officer in Sourcewell’s bylaws, the recommendations set forth above are approved.

I hereby certify:

1. Sourcewell is a government agency, created and authorized by Minnesota law to provide cooperative procurement contracts.

2. The procurement process and resulting contracts have b een awarded in compliance with the laws of the State of Minnesota (Minnesota Statutes Chapter 471 and Minnesota Statutes Section 123A.21), and in conformity to Sourcewell’s Procurement Policy.

Jeremy Schwartz, CSSBB, CPPO
Chief Procurement Officer













EXHIBIT 2
495

SOURCEWELL

STATE OF MINNESOTA
Member______________ moved the adoption of the following Resolution:

RESOLUTION TO APPROVE SOLICITATION AND/OR RE-SOLICITATION OF CATEGORIES Resolution No. 2021-18
WHEREAS, Sourcewell desires to issue a solicitation, and is seeking permission from the Board to issue a solicitation, for the categories listed on Appendix A, which is attached and incorporated.

WHEREAS, through the Sourcewell Procurement Policy, the Board designated the Chief Procurement Officer to administer Sourcewell’s cooperative purchasing and contracting program; and WHEREAS, the Chief Procurement Officer recommends approval of categories detailed above.

NOW THEREFORE BE IT RESOLVED
that the Board of Directors hereby approves the solicitation of categories.

The motion for the adoption of the foregoing resolution was duly seconded by Member ______________ and the following voted in favor: (list names here)
and the following voted against: (list names here or “NONE”) whereupon said resolution was declared duly passed and adopted.

ATTEST:
_________________________________
Clerk to the Board of Directors







 































EXHIBIT 2
496

APPENDIX A

SOURCEWELL PROCUREMENT DEPARTMENT
BOARD ITEMSͲAugust 2021

NEW CONTRACTS
Supplier Name Contract Numbe r Solicitation Title
Blink Charging Co. 042221 ͲBLK "Electric Vehicle Supply Equipment and Related Services " ChargePoint, Inc. 042221ͲCPI "Electric Vehicle Supply Equipment and Related Services " EV Connect, Inc. 042221ͲEVC "Electric Vehicle Supply Equipment and Related Services " EVBox North America, Inc. 042221ͲEVB "Electric Vehicle Supply Equipment and Related Services " FLO Services USA 042221ͲFLO "Electric Vehicle Supply Equipment and Related Services " Freewire Technologies 042221ͲFRE "Electric Vehicle Supply Equipment and Related Services " Livingston Charge Port 042221ͲLIV "Electric Vehicle Supply Equipment and Related Services " Nuvve Holdings 042221ͲNUV "Electric Vehicle Supply Equipment and Related Services " SemaConnect, Inc. 042221ͲSEM "Electric Vehicle Supply Equipment and Related Services " Siemens Industry, Inc. 042221ͲSIE "Electric Vehicle Supply Equipment and Related Services " Wireless Advanced Vehicle Electrification (WAVE), LLC 042221 ͲWVE "Electric Vehicle Supply Equipment and Related Services " The ActOne Group Inc./ATIMS 051321ͲAOG "Public Safety Software" BackDraft OpCo, LLC 051321ͲBAK "Public Safety Software" Deccan International 051321ͲDEC "Public Safety Software" Envisage Technologies 051321ͲENV "Public Safety Software" Genasys, Inc. 051321ͲGYS "Public Safety Software"
Motorola Solutions, Inc. 051321ͲMOT "Public Safety Software" Off Duty Management, Inc. 051321ͲOFF "Public Safety Software" Quicket Solutions, Inc. 051321ͲQKT "Public Safety Software" RadioMobile, Inc. 051321ͲRDO "Public Safety Software"
SmartCOP, Inc. 051321ͲSMT "Public Safety Software"
Utility Associates, Inc. 051321ͲUTI "Public Safety Software" Vaisala, Inc. 051321ͲVAI "Public Safety Software"
Abacus Service Corporation 062421ͲABA "Facilities Maintenance Services" Kellermeyer Bergensons Services, LLC 062421ͲKEL "Facilities Maintenance Services" LSS Holdings, LLC 062421ͲLSS "Facilities Maintenance Services" Siemens Industry, Inc. 062421ͲSIE "Facilities Maintenance Services" Sweep America Intermediate Holdings, LLC 062421ͲSWP "Facilities Maintenance Services" Vanguard Cleaning Systems of Western Canada 062421ͲVAN "Facilities Maintenance Services" Alamo Group, Inc. 070821ͲAGI "Road RightͲofͲWay Maintenance Equipment" Altoz, Inc. 070821ͲATZ "Road RightͲofͲWay Maintenance Equipment" Bomford Turner, Limited 070821ͲBFD "Road RightͲofͲWay Maintenance Equipment" Bush Hog Inc. 070821ͲBHG "Road RightͲofͲWay Maintenance Equipment" Diamond Mowers, LLC 070821ͲDMM "Road RightͲofͲWay Maintenance Equipment" FINN Corporation 070821ͲFNN "Road RightͲofͲWay Maintenance Equipment" Green Climber of North America, Inc. 070821ͲGCL "Road RightͲofͲWay Maintenance Equipment" Land Pride, a Division of Great Plains Mfg. Inc. 070821ͲLPI "Road RightͲofͲWay Maintenance Equipment" Logix ITS 070821ͲLGX "Road RightͲofͲWay Maintenance Equipment" Schulte Industries, Ltd. 070821ͲSCI "Road RightͲofͲWay Maintenance Equipment" Tiger Corporation 070821ͲTGR "Road RightͲofͲWay Maintenance Equipment"

CONTRACT EXTENSIONS
Supplier Name Contract Numbe r Solicitation Title
EnnisͲFlint, Inc. 062817ͲEPI
"Airport Consumable Products with Related Supplies and
Services"

CONSENT AGENDA ITEMS
State of OhioͲIndefinite Delivery Indefinite Quantity Contracting Ambulance and EMT Vehicles with Related Equipment, Accessories, and Supplies Requesting Board permission to Re ͲSolicit the following categories:

Requesting Board permission to Solicit the following categories:

KͲ12 Food Products and Distribution with Related Services Public Utility Equipment with Related Accessories and Supplies 






 








EXHIBIT 2
BOARD ITEMSͲAugust 2021
Public Utility Equipment with Related Accessories and Supplies 497

SOURCEWELL

STATE OF MINNESOTA
Member ____________ moved the adoption of the following Resolution:

RESOLUTION TO RATIFY COOPERATIVE CONTRACTING AWARDS
1/18/2022
Resolution No. 2022-03
WHEREAS, the Sourcewell Board of Directors previously authorized the solicitations for the cooperative categories listed on Appendix A, which is attached and incorporated; and WHEREAS, Sourcewell issued the cooperative contracting solicitations for the authorized categories; and WHEREAS , through the Sourcewell Procurement Policy, the Board designated the Chief Procurement Officer to administer Sourcewell’s cooperative purchasing and contracting program and to award all competitively solicited contracts, without limitation; and
WHEREAS, the Chief Procurement Officer made the awards listed based on the results of the competitive solicitation process; and
WHEREAS, the Board acknowledges that the awards made by the Chief Procurement Officer are valid and binding; however, based upon some members’ legal requirements the Chief Procurement Official is required to seek subsequent Board ratification of all cooperative purchasing awards.

NOW THEREFORE BE IT RESOLVED by the Board of Directors ratifies the cooperative contracting awards made by the Chief Procurement Officer listed on Appendix A.

The motion for the adoption of the foregoing resolution was duly seconded by Member______________ and the following voted in favor: (list names here)
and the following voted against: (list names here or “NONE”) whereupon said resolution was declared duly passed and adopted.

ATTEST:
_________________________________
Clerk to the Board of Directors











 


























EXHIBIT 2
498

APPENDIX A

SOURCEWELL PROCUREMENT DEPARTMENT
BOARD ITEMSͲJanuary 2022

NEW CONTRACTS
Supplier Name Contract Numbe r Solicitation Title
Altec Industries 110421 ͲALT "Public Utility Equipment with Related Accessories and Supplies " Elliott Equipment Company 110421ͲEEC "Public Utility Equipment with Related Accessories and Supplies " Terex Utilities, Inc. 110421ͲTER "Public Utility Equipment with Related Accessories and Supplies " The Charles Machine Works, Inc. 110421ͲCMW "Public Utility Equipment with Related Accessories and Supplies " Time Manufacturing Company 110421ͲTIM "Public Utility Equipment with Related Accessories and Supplies " Vermeer Corporation 110421ͲVRM "Public Utility Equipment with Related Accessories and Supplies " Global Teletherapy, LLC 102821ͲGTY "Teletherapy Services" LifeWorks, Ltd. 102821ͲLFW "Teletherapy Services"
MindBeacon Health, Inc. 102821ͲMND "Teletherapy Services" SWORD Health, Inc. 102821ͲSWD "Teletherapy Services"
Talkspace, Inc. 102821ͲTKS "Teletherapy Services"
The Family Centre of Northern Alberta 102821ͲFMY "Teletherapy Services" Brindlee Mountain Fire Apparatus 120921ͲBLE
"Used and PreͲOwned Firefighting, Fire Service, Ambulance, and Emergency Service Vehicle Solutions"
Aries Industries, Inc. 120721ͲARS
"Underground Infrastructure Inspection and Rehabilitation Equipment with Related Services"
Best Equipment Company, Inc. 120721ͲBST
"Underground Infrastructure Inspection and Rehabilitation Equipment with Related Services"
RapidView, LLC 120721ͲRVL
"Underground Infrastructure Inspection and Rehabilitation Equipment with Related Services"
Rausch Electronics USA, LLC 120721ͲRAU
"Underground Infrastructure Inspection and Rehabilitation Equipment with Related Services"

CONTRACT EXTENSIONS
Supplier Name Contract Number Solicitation Title
TYMCO, Inc. 122017 ͲTYM
"Sewer Vacuum, HydroͲExcavation, and Street Sweeper Equipment with Related Accessories and Supplies"
NEW ezIQC CONTRACTS
Company Name Contract Numbe
r StateͲRegionͲType of Work
ezIQC RENEWALS
Company Name Contract Numbe r
F.H. Paschen, S.N. Nielsen & Associates, LLC VA ͲECͲGC05Ͳ120920ͲFHP Vigil Contracting, Inc. VAͲNͲMH01Ͳ120920ͲVGL
HITT Contracting, Inc. VAͲEͲGC06Ͳ120920ͲHCI
Paige Industrial Services, Inc. VAͲEͲMH01Ͳ120920ͲPAI
Harrisonburg Construction Co., Inc. VAͲWCͲGC06Ͳ120920ͲHAR Paige Industrial Services, Inc. VAͲNͲGC01Ͳ120920ͲPAI
JohnsonͲLaux Construction, LLC VAͲNͲGC06Ͳ120920ͲJLC
The Matthews Group VAͲECͲGC02Ͳ120920ͲTMG
SͲWorks Construction Corporation VAͲECͲGC03Ͳ120920ͲSWC
HITT Contracting, Inc. VAͲECͲGC06Ͳ120920ͲHCI
Paige Industrial Services, Inc. VAͲECͲMH01Ͳ120920ͲPAI
F.H. Paschen, S.N. Nielsen & Associates, LLC VA ͲEͲGC02Ͳ120920ͲFHP Adrian L. Merton, Inc. VAͲNͲMH02Ͳ120920ͲALM
SͲWorks Construction Corporation VAͲWCͲGC05Ͳ120920ͲSWC

CONSENT AGENDA ITEMS
State Of MinnesotaͲIndefinite Delivery Indefinite Quantity Construction Requesting Board permission to Re ͲSolicit the following categories:

Requesting Board permission to Solicit the following categories:

Food Products and Distribution (other than School Food Authorities ) with Related Supplies, Technology, and Services 










 



EXHIBIT 2
BOARD ITEMSͲJanuary 2022
Altec Industries 110421ͲALT "Public Utility Equipment with Related Accessories and Supplies" Elliott Equipment Company 110421ͲEEC "Public Utility Equipment with Related Accessories and Supplies" Terex Utilities, Inc. 110421ͲTER "Public Utility Equipment with Related Accessories and Supplies" The Charles Machine Works, Inc. 110421ͲCMW "Public Utility Equipment with Related Accessories and Supplies" Time Manufacturing Company 110421ͲTIM "Public Utility Equipment with Related Accessories and Supplies" Vermeer Corporation
g
110421ͲVRM "Public Utility Equipment with Related Accessories and Supplies" y qp pp
499
APPENDIXAContinued
JohnsonͲLauxConstruction,LLC VAͲWCͲGC01Ͳ120920ͲJLC
CentennialContractorsEnterprises,Inc. VAͲEͲGC03Ͳ120920ͲCCE CentennialContractorsEnterprises,Inc. VAͲWͲGC05Ͳ120920ͲCCE CentennialContractorsEnterprises,Inc. VAͲNͲGC04Ͳ120920ͲCCE CentennialContractorsEnterprises,Inc. VAͲECͲGC01Ͳ120920ͲCCE TheMatthewsGroup VAͲEͲGC04Ͳ120920ͲTMG
SͲWorksConstructionCorporation VAͲEͲGC05Ͳ120920ͲSWC
TheMatthewsGroup VAͲNͲGC02Ͳ120920ͲTMG
VigilContracting,Inc. VAͲNͲGC03Ͳ120920ͲVGL
SͲWorksConstructionCorporation VAͲNͲGC05Ͳ120920ͲSWC
F.H.Paschen,S.N.Nielsen&Associates,LLC VA ͲWͲGC02Ͳ120920ͲFHP JohnsonͲLauxConstruction,LLC VAͲWͲGC03Ͳ120920ͲJLC
SͲWorksConstructionCorporation VAͲWͲGC04Ͳ120920ͲSWC
HITTContracting,Inc. VAͲWͲGC06Ͳ120920ͲHCI
F.H.Paschen,S.N.Nielsen&Associates,LLC VA ͲWCͲGC03Ͳ120920ͲFHP TheMatthewsGroup VAͲWCͲGC04Ͳ120920ͲTMG











 



EXHIBIT 2
500
Altec #110421-ALT
Pricing for contract #110421-ALT offers Sourcewell participating agencies the following discounts:
x Up to a 5% discount off list price
x Up to a 28.6% discount off the typical seller’s fee on items purchased through JJ Kane Auctioneers (an Altec Company)
EXHIBIT 2
501
5 (Rev. 9.30.22)

EXHIBIT B

INSURANCE REQUIREMENTS

NOT APPLICABLE
EXHIBIT 2
502
6 (Rev. 9.30.22)

EXHIBIT C
EXHIBIT 2
503
Quote Number: 1488354
Opportunity Number: 23071327
Sourcewell Contract #: 110421-ALT
Date: 1/29/2024

REFERENCE ALTEC MODEL
Sourcewell
Price
168"L x 96"W x 72"H Chip Dump Body $156,137
(A.)
1 (A1.)
1 2
3 4
SOURCEWELL OPTIONS TOTAL: $156,137
(B.)
1 UNIT N/A $0
2 UNIT & HYDRAULIC ACC N/A $0
3 BODY N/A $0
4 BODY & CHASSIS ACC Glad Hands, Air Coupling on Curbside with Blow Off Nozzle Kit $722 5 ELECTRICAL Spot Light on top rear of chip box with guard above each $1,740 6 FINISHING Photo Inspection $580
7 CHASSIS Ford F650 4x2 Diesel $6,459
8 OTHER Altec MY Price Adjustment -$12,503
OPEN MARKET OPTIONS TOTAL: -$3,002
$153,135.00
$9,135.00
$535.00
$162,805.00
(C.)
1 2
BUILD LOCATION: Creedmoor, NC
WARRANTY: Standard Altec Warranty for Aerials and Derricks - One (1) year parts warranty One (1) year labor warranty Ninety (90) TRADE-IN: Please ask your Altec Account Manager for more information CHASSIS: Per Altec Commercial Standard
DELIVERY: No later than _22-25_ months ARO, FOB Customer Location TERMS: Net 30 days
BEST VALUE: Altec boasts the following "Best Value" features: Altec ISO Grip Controls for Extra Protection, Only Lifetime Warranty on Structural Components in Industry, Largest Service Network in Industry (Domestic and Overseas), Altec SENTRY Web/CD Based Training, Dedicated/Direct Gov't Sales Manager, In-Service Training with Every Order.

TO ORDER: To order, please contact the Altec Account Manager listed above. **Pricing valid for 45 days**
NOTES
PAINT COLOR: White to match chassis, unless otherwise specified Quoted by: Daniel Poole
Altec Account Manager: Rhawnie Kraak
Phone: / Email: 919-529-3526 [email protected] PRICING: Altec will make every effort to honor this quotation, subject to the following provisions. Prices for equipment with production start dates 12 months and beyond are budgetary only due to irregular cost inflation and market volatility. These prices will be reviewed based on market conditions and confirmed closer to the production date. Quotes and orders with chassis model year beyond the current open order bank, should be considered estimates only. Altec's turn-key pricing is subject to change in accordance with chassis pricing received from the OEM. Chassis model year, specifications and price will be reviewed and confirmed when specific model year information becomes available from the OEM and that chassis price difference will be passed through to the customer.

Altec Industries, Inc.

SOURCEWELL OPTIONS ON CONTRACT (Unit)
SOURCEWELL OPTIONS ON CONTRACT (General)
OPEN MARKET ITEMS (Customer Requested)
ADDITIONAL ITEMS (items are not included in total above) AF1472
Quoted for: City of Stockton
Customer Contact: Alanna Bindi
Phone: / Email: (209) 774-6179
Sourcewell
EXHIBIT 2
504
1 (Rev. 9.30.22)

COOPERATIVE/PIGGYBACK PURCHASE AGREEMENT
AGREEMENT SUMMARY:

1. Cooperative/Piggyback
Name:

Sourcewell

2. Contractor: Petersen Industries

3. Cooperative Agency
Agreement Name and
Agreement Number:

Sourcewell, Bulk Waste Collection Equipment,
#040621-PII

4. Cooperative Agency Initial
Agreement Term:

Start Date: May 26, 2021
End Date: June 2, 2025

5. Cooperative Agency’s
Agreement-Options to
extend:

Agreement may be extended for a fifth year.

6. Cooperative Agency
Amended Term:

N/A

7. Cooperative Agency
Remaining Options to
Renew:
1 one-year renewal option remaining.

8. City of Stockton
Cooperative Purchase
A
greement Term:

Start Date: Upon Execution
End Date: June 2, 2025

9. City of Stockton
Cooperative/ Piggyback
Purchase Agreement
Amount:

Not to Exceed $289,615.60 for the term of the
Agreement.

AGREEMENT
The City of Stockton, a California municipal corporation on behalf of itself and its associated entities ("City"), and the above-named Contractor (“Contractor”), do hereby agree that City shall be granted the pricing, terms, and conditions under the above referenced
Sourcewell, Bulk Waste Collection Equipment, #040621-PII (“COOP”) as such may be amended from time to time. The COOP and associated documents referenced in the agreement are incorporated herein as Exhibit A to this City Cooperative/Piggyback Purchase Agreement (“Agreement”).

EXHIBIT 3
505
2 (Rev. 9.30.22)
Contractor shall grant such pricing, terms, and conditions to City for all procurements of goods and services, whether taking place on a City purchase order, purchasing card (credit card), or other purchasing modality, whether via telephone, via the Contractor website, or via direct purchase at a Contractor retail location.

1. Agreement Term: The Term of this Agreement shall remain in effect from date of the signing of this Agreement through June 2, 2025 unless terminated earlier by the City.

If the Cooperative/Piggyback Agency extends the COOP with Contractor by a written amendment, the City has the option to extend the term of this Agreement by written amendment not to go beyond the term stated in the COOP fully executed amendment.

2. Insurance and Hold Harmless: In addition to the pricing, terms and conditions stated in the COOP and the associated documents incorporated herein as Exhibit A, Contractor shall, at Contractor’s sole cost and expense and for the full term of the Agreement or any extension thereof, obtain and maintain at least all the insurance requirements listed in attached Exhibit B.

To the fullest extent permitted by law, Contractor shall hold harmless, defend and indemnify City of Stockton and its officers, officials, employees and volunteers from and against any and all liability, loss, damage, expense, costs (including without limitation costs and fees of litigation) of every nature arising out of or in connection with Contractor’s performance of work hereunder or its failure to comply with any of its obligations contained in the agreement, except such loss or damage which was caused by the sole negligence or willful misconduct of the City of Stockton. This obligation is independent of, and shall not in any way be limited by, the minimum Insurance obligations contained in this Agreement. These obligations shall survive the completion or termination of this Agreement
.

3. Compensation: City and Contractor do hereby enter into this Agreement for “Bulk Waste Collection Equipment” available in the above-named COOP and associated documents incorporated herein as Exhibit A and referenced in the attached quote Exhibit C. In no way, shall payment to the Contractor during the term of this Agreement exceed $289,615.60 for the purchase of one grapple truck. Any person signing this Agreement on behalf of City or Contractor does warrants that he or she has full authority to do so.

4. Governing Law. California law shall govern any legal action pursuant to this Agreement with venue for all claims in the Superior Court of the County of San Joaquin, Stockton Branch or, where applicable, in the Federal District Court of California, Eastern District, Sacramento Division.

5. Applicable Law. Deliverables must conform with all applicable federal, state, and local laws. Such conformity includes compliance with federal sanctions, and Contractor certifies that it has not and will not engage in prohibited transactions with sanctioned persons or entities.

This Agreement may be amended only by a written amendment, consistent with the COOP, signed by Contractor and City.

EXHIBIT 3
506
3 (Rev. 9.30.22)

CITY OF STOCKTON MUNICIPAL MAINTENANCE EQUIPMENT

By: __________________________
Harry Black, City Manager Signature

Date:____________________
____________________________
P r i n t n a m e

ATTEST: Title: ________________________

____________________________ [If Contractor is a corporation, signatures must Eliza R. Garza CMC, City Clerk comply with Corporations Code §313]

APPROVED AS TO FORM:

By: __________________________
___________________________ Signature
Lori Asuncion, City Attorney

__________________________
Print name

Title: _______________________

EXHIBIT 3
507
4 (Rev. 9.30.22)

EXHIBIT A

EXHIBIT 3
508
040621-PII

Rev. 10/2020 1

Solicitation Number: RFP #040621

CONTRACT

This Contract is between Sourcewell, 202 12th Street Northeast, P.O. Box 219, Staples, MN 56479 (Sourcewell) and Petersen Industries, Inc., 4000 S.R. 60 W., Lake Wales, FL 33859 (Vendor).

Sourcewell is a State of Minnesota local government agency 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 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 Bulk Solid Waste and Recycling Equipment from which Vendor was awarded a contract.

Vendor 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 June 2, 2025, unless it is cancelled sooner pursuant to Article 22. This Contract may be extended up to one additional one-year period upon request of Sourcewell and with written agreement by Vendor.

C. SURVIVAL OF TERMS. Articles 11 through 14 survive the expiration or cancellation of this Contract.

2. EQUIPMENT, PRODUCTS, OR SERVICES

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

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
















EXHIBIT 3
509
040621-PII

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All Equipment and Products provided under this Contract must be new/current model. Vendor may offer close-out or refurbished Equipment or Products if they are clearly indicated in Vendor’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. Vendor 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, Vendor warrants the Equipment, Products, and Services are suitable for and will perform in accordance with the ordinary use for which they are intended. Vendor’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 is effective past the expiration of the Vendor’s warranty will be passed on to the Participating Entity.

C. DEALERS, DISTRIBUTORS, AND/OR RESELLERS. Upon Contract execution, Vendor will make available to Sourcewell a means to validate or authenticate Vendor’s authorized dealers, distributors, and/or resellers relative to the Equipment, Products, and Services related to this Contract. This list may be updated from time-to-time and is incorporated into this Contract by reference. It is the Vendor’s responsibility to ensure Sourcewell receives the most current version of this list.

3. PRICING

All Equipment, Products, or Services under this Contract will be priced as stated in Vendor’s Proposal.

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

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

A. SHIPPING AND SHIPPING COSTS. All delivered Equipment and Products must be properly packaged. Damaged Equipment and Products may be rejected. If the damage is not readily apparent at the time of delivery, Vendor 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 














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time after delivery where circumstances or conditions prevent effective inspection of the Equipment and Products at the time of delivery.

Vendor 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 Vendor in breach of this Contract if the Vendor intentionally delivers substandard or inferior Equipment or Products. In the event of the delivery of nonconforming Equipment and Products, the Participating Entity will notify the Vendor as soon as possible and the Vendor will replace nonconforming Equipment and Products with conforming Equipment and Products that are acceptable to the Participating Entity.

B. SALES TAX. Each Participating Entity is responsible for supplying the Vendor 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, Vendor may offer a specific selection of Equipment, Products, or Services at discounts greater than those listed in the Contract.

When Vendor 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

Vendor 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 Contract Administrator. This form is available from the assigned Sourcewell Contract 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; 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 














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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 be incorporated by reference.

5. PARTICIPATION, CONTRACT ACCESS, AND PARTICIPATING ENTITY REQUIREMENTS

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

The benefits of this Contract should be available to all Participating Entities that can legally access the Equipment, Products, or Services under this Contract. A Participating Entity’s authority to access this Contract is determined through its cooperative purchasing, interlocal, or joint powers laws. Any entity accessing benefits of this Contract will be considered a Service Member of Sourcewell during such time of access. Vendor 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.

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

6. PARTICIPATING ENTITY USE AND PURCHASING

A. ORDERS AND PAYMENT. To access the contracted Equipment, Products, or Services under this Contract, a Participating Entity must clearly indicate to Vendor that it intends to access this Contract; however, order flow and procedure will be developed jointly between Sourcewell and Vendor. Typically, a Participating Entity will issue an order directly to Vendor. 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 of this Contract; however, Vendor performance, Participating Entity payment, and any applicable warranty periods or other Vendor or Participating Entity obligations may extend beyond the term of this Contract.
















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Vendor’s acceptable forms of payment are included in Attachment A. 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 Vendor, such as job or industry-specific requirements, legal requirements (e.g., affirmative action or immigration status requirements), or specific local policy requirements. Some Participating Entitles may require the use of a Participating Addendum; the terms of which will be worked out directly between the Participating Entity and the Vendor. 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 (such as e-commerce specifications, specialized delivery requirements, or other specifications and requirements) not addressed in this Contract, the Participating Entity and the Vendor 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 Vendor 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 goods to be purchased;

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

3. Vendor commits any material breach of this Contract or the additional terms agreed to between the Vendor and a Participating Entity.

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. Vendor 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. 














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B. BUSINESS REVIEWS. Vendor 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, 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, Vendor must provide a contract sales activity report (Report) to the Sourcewell Contract Administrator assigned to this Contract. A Report must be provided regardless of the number or amount of sales during that quarter (i.e., if there are no sales, Vendor must submit a report indicating no sales were made).

The Report must contain the following fields:

x Customer Name (e.g., City of Staples Highway Department); x Customer Physical Street Address;
x Customer City;
x Customer State/Province;
x Customer Zip Code;
x Customer Contact Name;
x Customer Contact Email Address;
x Customer 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 Vendor.

B. ADMINISTRATIVE FEE. In consideration for the support and services provided by Sourcewell, the Vendor 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. Vendor may not charge Participating Entities more than the contracted price to offset the Administrative Fee.

The Vendor 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 Vendor’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. 














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Vendor 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 Vendor is delinquent in any undisputed administrative fees, Sourcewell reserves the right to cancel this Contract and reject any proposal submitted by the Vendor 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.

Vendor’s Authorized Representative is the person named in the Vendor’s Proposal. If Vendor’s Authorized Representative changes at any time during this Contract, Vendor 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 this Agreement are subject to examination by Sourcewell or the Minnesota State Auditor for a minimum of six years from the end of this Contract. This clause extends to Participating Entities as it relates to business conducted by that Participating Entity under this Contract.

B. ASSIGNMENT. Neither the Vendor nor Sourcewell may assign or transfer any rights or obligations under this Contract without the prior consent of the parties and a fully executed assignment agreement. Such consent will not be unreasonably withheld.

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

D. WAIVER. If either party fails to enforce any provision of this Contract, that failure does not waive the provision or the right to enforce it.

E. CONTRACT COMPLETE. This Contract contains all negotiations and agreements between Sourcewell and Vendor. 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, 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 














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respective businesses. This Contract does not create a partnership, joint venture, or any other relationship such as master-servant, or principal-agent.

11. LIABILITY

Vendor must indemnify, save, and hold Sourcewell and its Participating Entities, including their agents and employees, harmless from any claims or causes of action, including attorneys’ fees, arising out of the performance of this Contract by the Vendor or its agents or employees; this indemnification includes injury or death to person(s) or property alleged to have been caused by some defect in the Equipment, Products, or Services under this Contract to the extent the Equipment, Product, or Service has been used according to its specifications.

12. GOVERNMENT DATA PRACTICES

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

If the Vendor receives a request to release the data referred to in this article, the Vendor must immediately notify Sourcewell and Sourcewell will assist with how the Vendor should respond to the request.

13. INTELLECTUAL PROPERTY, PUBLICITY, MARKETING, AND ENDORSEMENT

A. INTELLECTUAL PROPERTY

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















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a. Sourcewell must not alter Vendor’s Trademarks from the form provided by Vendor and must comply with Vendor’s removal requests as to specific uses of its trademarks or logos.
b. Vendor must not alter Sourcewell’s Trademarks from the form provided by Sourcewell and must comply with Sourcewell’s removal requests as to specific uses of its trademarks or logos.
c. Each party agrees to use, and to cause its Permitted Sublicensees to use, the other party’s Trademarks only in good faith and in a dignified manner consistent with such party’s use of the Trademarks. Upon written notice to the breaching party, the breaching party has 30 days of the date of the written notice to cure the breach or the license will be terminated.

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

5. Termination. Upon the termination of this Contract for any reason, each party, including Permitted Sublicensees, will have 30 days to remove all Trademarks from signage, websites, and the like bearing the other party’s name or logo (excepting Sourcewell’s pre-printed catalog of vendors which may be used until the next printing). Vendor 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 Vendor 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. Materials should be sent to the Sourcewell Contract Administrator assigned to this Contract.

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

14. GOVERNING LAW, JURISDICTION, AND VENUE

Minnesota law governs this Contract. Venue for all legal proceedings out of this Contract, or its breach, must be in the appropriate state court in Todd County or federal court in Fergus Falls, Minnesota.
















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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 to be illegal, unenforceable, or void then both Sourcewell and Vendor will be relieved of all obligations arising under such provisions. If the remainder of this Contract is capable of performance, it will not be affected by such declaration 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 Vendor 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 Vendor may escalate the resolution of the issue to a higher level of management. The Vendor will have 30 calendar days to cure an outstanding issue.

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

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.

Written notice of default and a reasonable opportunity to cure must be issued by the party claiming 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:
















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

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

3. Commercial Automobile Liability Insurance. During the term of this Contract, Vendor will maintain insurance covering all owned, hired, and non-owned automobiles in limits of liability not less than indicated below. The coverage must be subject to terms no less broad than ISO Business Auto Coverage Form CA 0001 (2010 edition or newer), or equivalent.

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
















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4. Umbrella Insurance. During the term of this Contract, Vendor will maintain umbrella coverage over Workers’ Compensation, Commercial General Liability, and Commercial Automobile.

Minimum Limits:
$2,000,000

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

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

Failure of Vendor 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, Vendor 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 Contract 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 Vendor to provide certificates of insurance, in no way limits or relieves Vendor of its duties and responsibilities in this Contract.

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

D. WAIVER OF SUBROGATION. Vendor 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 














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insurance applicable to the Vendor 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 Vendor or its subcontractors. Where permitted by law, Vendor must require similar written express waivers of subrogation and insurance clauses from each of its subcontractors.

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

19. COMPLIANCE

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

B. LICENSES. Vendor 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 Vendor conducts with Sourcewell and Participating Entities.

20. BANKRUPTCY, DEBARMENT, OR SUSPENSION CERTIFICATION

Vendor 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 Vendor declares bankruptcy, Vendor must immediately notify Sourcewell in writing.

Vendor 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. Vendor certifies and warrants that neither it nor its principals have been convicted of a criminal offense related to the subject matter of this Contract. Vendor further warrants that it will provide immediate written notice to Sourcewell if this certification changes at any time.

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

UNITED STATES FEDERAL AWARDS OR OTHER AWARDS

Participating Entities that use United States federal grant or FEMA funds to purchase goods or services from this Contract may be subject to additional requirements including the procurement standards of the Uniform Administrative Requirements, Cost Principles and Audit Requirements for Federal Awards, 2 C.F.R. § 200. Participating Entities may also require additional requirements based on specific funding specifications. Within this Article, all 














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references to “federal” should be interpreted to mean the United States federal government.

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

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

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

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

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

Under 40 U.S.C. § 3702 of the Act, each contractor must be required to compute the wages of every mechanic and laborer on the basis of a standard work week of 40 hours. Work in excess of the standard work week is permissible provided that the worker is compensated at a rate of 














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

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

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

F. DEBARMENT AND SUSPENSION (EXECUTIVE ORDERS 12549 AND 12689). A contract award (see 2 C.F.R. § 180.220) must not be made to parties listed on the government wide exclusions in the System for Award Management (SAM), in accordance with the OMB guidelines at 2 C.F.R. §180 that implement Executive Orders 12549 (3 C.F.R. § 1986 Comp., p. 189) and 12689 (3 C.F.R. § 1989 Comp., p. 235), “Debarment and Suspension.” SAM Exclusions contains the names of parties debarred, suspended, or otherwise excluded by agencies, as well as parties declared ineligible under statutory or regulatory authority other than Executive Order 12549. Vendor certifies that neither it nor its principals are presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation by any federal department or agency.

G. BYRD ANTI-LOBBYING AMENDMENT, AS AMENDED (31 U.S.C. § 1352). Vendors must file any required certifications. Vendors must not have used federal appropriated funds to pay any 














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person or organization for influencing or attempting to influence an officer or employee of any agency, a member of Congress, officer or employee of Congress, or an employee of a member of Congress in connection with obtaining any federal contract, grant, or any other award covered by 31 U.S.C. § 1352. Vendors must disclose any lobbying with non-federal funds that takes place in connection with obtaining any federal award. Such disclosures are forwarded from tier to tier up to the non-federal award. Vendors must file all certifications and disclosures required by, and otherwise comply with, the Byrd Anti-Lobbying Amendment (31 U.S.C. § 1352).

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

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

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

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

L. PROCUREMENT OF RECOVERED MATERIALS (2 C.F.R. § 200.322). A non-federal entity that is a state agency or agency of a political subdivision of a state and its contractors must comply with Section 6002 of the Solid Waste Disposal Act, as amended by the Resource Conservation and Recovery Act. The requirements of Section 6002 include procuring only items designated in guidelines of the Environmental Protection Agency (EPA) at 40 C.F.R. § 247 that contain the highest percentage of recovered materials practicable, consistent with maintaining a satisfactory level of competition, where the purchase price of the item exceeds $10,000 or the value of the quantity acquired during the preceding fiscal year exceeded $10,000; procuring solid waste management services in a manner that maximizes energy and resource recovery; and establishing an affirmative procurement program for procurement of recovered materials identified in the EPA guidelines.















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22. CANCELLATION

Sourcewell or Vendor 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 Vendor’s Proposal.

Cancellation of this Contract does not relieve either party of financial, product, or service obligations incurred or accrued prior to cancellation.

Sourcewell Petersen Industries, Inc.

By: __________________________ By: __________________________ Jeremy Schwartz Casey Hardee
Title: Chief Procurement Officer Title: President/CEO

Date: ________________________ Date: ________________________

Approved:

By: __________________________
Chad Coauette
Title: Executive Director/CEO

Date: ________________________






































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Bid Number: RFP 040621 Vendor Name: Petersen Industries, Inc. 













 EXHIBIT 3
540
Rev. 2/2020 Sourcewell RFP #040621
Bulk Solid Waste and Recycling Equipment

RFP #040621

REQUEST FOR PROPOSALS
for
Bulk Solid Waste and Recycling Equipment
Proposal Due Date: April 6, 2021, 4:30 p.m., Central Time Sourcewell, a
State of Minnesota local government agency and service cooperative, is requesting proposals for Bulk Solid Waste and Recycling Equipment to result in a contracting solution for use by its Participating Entities. Sourcewell Participating Entities include thousands of governmental, higher education, K-12 education, nonprofit, tribal government, and other public agencies located in the United States and Canada. A full copy of the Request for Proposals can be found on the Sourcewell Procurement Portal [ https://proportal.sourcewell-mn.gov]. Only proposals submitted through the Sourcewell Procurement Portal will be considered. Proposals are due no later than April 6, 2021, at 4:30 p.m. Central Time, and late proposals will not be considered.

Solicitation Schedule
Public Notice of RFP Published: February 16, 2021
Pre-proposal Conference: March 16, 2021, 10:00 a.m., Central Time Question Submission Deadline: March 30, 2021, 4:30 p.m., Central Time Proposal Due Date: April 6, 2021, 4:30 p.m., Central Time Late responses will not be considered.

Opening: April 6, 2021, 6:30 p.m., Central Time **
** SEE RFP SUB-SECTION V. G. “OPENING”
EXHIBIT 3
541
Rev. 2/2020 Sourcewell RFP #040621
Bulk Solid Waste and Recycling Equipment

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

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

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

B. USE OF RESULTING CONTRACTS
In the U
nited States, Sourcewell’s contracts are available for use by:
x Federal and state government entities;
x Cities, towns, and counties/parishes;
x Education service cooperatives;
x K-12 and higher education entities;
x Tribal government entities;
x Some nonprofit entities; and
x Other public entities.

In Canada, Sourcewell’s contracts are available for use by:
x Provincial and territorial government departments, ministries, agencies, boards, councils, committees, commissions, and similar agencies; x Regional, local, district, and other forms of municipal government, municipal organizations, school boards, and publicly-funded academic, health, and social service entities referred to as MASH sector (this should be construed to include but not be limited to the Cities of Calgary, Edmonton, Toronto, Calgary, Ottawa, and Winnipeg), as well as any corporation or entity owned or controlled by one or more of the preceding entities;
EXHIBIT 3
542
Rev. 2/2020 Sourcewell RFP #040621
Bulk Solid Waste and Recycling Equipment

x Crown corporations, government enterprises, and other entities that are owned or controlled by these entities through ownership interest; x Members of the Rural Municipalities of Alberta (RMA) and their represented Associations, Saskatchewan Association of Rural Municipalities (SARM), Saskatchewan Urban Municipalities Association (SUMA), Association of Manitoba Municipalities (AMM), Local Authority Services (LAS), Municipalities Newfoundland and Labrador (MNL), Nova Scotia Federation of Municipalities (NSFM), and Federation of Prince Edward Island Municipalities (FPEIM).

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

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

To meet Participating Entities’ needs, public notice of this RFP has been broadly published, including notification in the United States to each state-level procurement department for possible re-posting.

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

II. EQUIPMENT, PRODUCTS, AND SERVICES
A. SOLUTIONS-BASED SOLICI
TATION
This RFP
and contract award process is a solutions-based solicitation; meaning that Sourcewell is seeking equipment, products, or services that meet the general requirements of the scope of this RFP and that are commonly desired or are required by law or industry standards.

B. REQUESTED EQUIPMENT, PRODUCTS, OR SERVICES
It is exp
ected that Proposers will offer a wide array of equipment, products, or services at lower prices and with better value than what they would ordinarily offer to a single government entity, a school district, or a regional cooperative.

1. Sourcewell is seeking proposals for Bulk Solid Waste and Recycling Equipment, including, but not limited to:
a. Commercial and institutional-sized refuse and recycling containers, roll-off containers, collection bins, and dumpsters of metal construction; EXHIBIT 3
543

Rev. 2/2020 Sourcewell RFP #040621
Bulk Solid Waste and Recycling Equipment

b. Knuckleboom and grapple loaders, hook and hoist dumpster loaders, roll-off trucks, and container handlers; and,
c. Refuse and recyclable material balers and compactors.

2. This solicitation should NOT be construed to include:

a. Chassis-only solutions; and
b. Refuse collection services.

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

a. Recycling and Repurposing Equipment with Related Accessories, Supplies, and Services (RFP #050119)
b. Mobile Refuse Collection Vehicles with Related Equipment, Accessories, and Services (RFP #091219)
c. Industrial and Workplace Storage Systems with Related Accessories (RFP #010920) d. Fleet Management Technologies with Related Software Solutions (RFP #020221) e. Plastic Refuse and Recycling Containers with Related Technology Solutions (RFP #TBD)

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

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

Sourcewell prefers vendors that provide a sole source of responsibility for the products and services provided under a resulting contract. If Proposer requires the use of dealers, resellers, or subcontractors to provide the products or services, the Proposal should address how the products or services will be provided to Participating Entities and describe the network of dealers, resellers, and/or subcontractors that will be available to serve Participating Entities under a resulting contract.

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

EXHIBIT 3
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Rev. 2/2020 Sourcewell RFP #040621
Bulk Solid Waste and Recycling Equipment

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

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

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

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

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

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

D. ANTICIPATED CONTRACT TERM
Sourcewell anti
cipates that the term of any resulting contract(s) will be four (4) years. Up to two one-year extensions may be offered based on the best interests of Sourcewell and its Participating Entities.

E. ESTIMATED CONTRACT VALUE AND USAGE
Based on
past volume of similar contracts, the estimated annual value of all transactions from contracts resulting from this RFP are anticipated to be USD $20 Million; therefore, proposers are expected to propose volume pricing. Sourcewell anticipates considerable activity under the contract(s) awarded from this RFP; however, sales and sales volume from any resulting contract are not guaranteed.

F. MARKETING PLAN
Propos
er’s sales force will be the primary source of communication with Participating Entities.

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

G. ADDITIONAL CONSIDERATIONS
EXHIBIT 3
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Bulk Solid Waste and Recycling Equipment

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

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

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

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

III. PRICING
A. REQUIR
EMENTS
All pro
posed pricing must be:

1. Either Line-Item Pricing or Percentage Discount from Catalog Pricing, or a combination of these:
a. Line-item Pricing is pricing based on each individual product or services. Each line must indicate the Vendor’s published “List Price,” as well as the “Contract Price.” b. Percentage Discount from Catalog or Category is based on a percentage discount from a catalog or list price, defined as a published Manufacturer’s Suggested Retail Price (MSRP) fo r the products or services. Individualized percentage discounts can be applied to any number of defined product groupings. Proposers will be responsible for providing and maintaining current published MSRP with Sourcewell, and this pricing must be included in its proposal and provided throughout the term of any Contract resulting from this RFP.

2. The Proposer’s ceiling price (Ceiling price means that the proposed pricing will be considered as the highest price for which equipment, products, or services may be billed to a Participating Entity). However, it is permissible for vendors to sell at a price that is lower than the contracted price;

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

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

Proposers should clearly identify any costs that are NOT included in the proposed product or service pricing. This may include items such as installation, set up, mandatory training, or initial EXHIBIT 3
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Rev. 2/2020 Sourcewell RFP #040621
Bulk Solid Waste and Recycling Equipment

inspection. Include identification of any parties that impose such costs and their relationship to the Proposer. Additionally, Proposers should clearly describe any unique distribution and/or delivery methods or options offered in the Proposal.

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

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

To request a modification to the Contract terms, conditions, or specifications, a Proposer must complete and submit the Exceptions to Terms, Conditions, or Specifications table, with all requested modifications, through the Sourcewell Procurement Portal at the time of submitting the Proposer’s Proposal. Exceptions must:

1. Clearly identify the affected article and section, and

2. Clearly note what language is requested to be modified.

Unclear requests will be automatically denied.

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

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

V. RFP PROCESS
A. PRE-PROP

OSAL CONFERENCE
Sourcewell
will hold an optional, non-mandatory pre-proposal conference via webcast on the date and time noted on page one of this RFP and on the Sourcewell Procurement Portal. The purpose of this conference is to allow potential Proposers to ask questions regarding this RFP and Sourcewell’s competitive contracting process. Information about the webcast will be sent EXHIBIT 3
547
Rev. 2/2020 Sourcewell RFP #040621
Bulk Solid Waste and Recycling Equipment

to all entities that have registered for this solicitation opportunity through their Sourcewell Procurement Portal Vendor Account. Pre-proposal conference attendance is optional.

B. QUESTIONS REGARDING THIS RFP AND ORAL COMMUNICATION
Questio
ns regarding this RFP must be submitted through the Sourcewell Procurement Portal.

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

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

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

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

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

D. PROPOSAL SUBMISSION
EXHIBIT 3
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Rev. 2/2020 Sourcewell RFP #040621
Bulk Solid Waste and Recycling Equipment

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

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

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

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

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

Within the Procurement Portal, all proposals must be digitally acknowledged by an authorized representative of the Proposer attesting that the information contained in in the proposal is true and accurate. By submitting a proposal, Proposer warrants that the information provided is true, correct, and reliable for purposes of evaluation for potential contract award. The submission of inaccurate, misleading, or false information is grounds for disqualification from a contract award and may subject the Proposer to remedies available by law.

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

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

F. PROPOSAL WITHDRAWAL
Prior
to the proposal deadline, a Proposer may withdraw its proposal.

EXHIBIT 3
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Rev. 2/2020 Sourcewell RFP #040621
Bulk Solid Waste and Recycling Equipment

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

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

VI. EVALUATION AND AWARD
A. EVALUA
TION
It is
the intent of Sourcewell to award one or more contracts to responsive and responsible Proposer(s) offering the best overall quality, selection of equipment, products, and services, and price that meet the commonly requested specifications of Sourcewell and its Participating Entities. The award(s) will be limited to the number of Proposers that Sourcewell determines is necessary to meet the needs of Participating Entities. Factors to be considered in determining the number of contracts to be awarded in any category may include the following:
x The number of and geographic location of:
o Proposers necessary to offer a comprehensive selection of equipment, products, or services for Participating Entities’ use.
o A Proposer’s sales and service network to assure availability of product supply and coverage to meet Participating Entities’ anticipated needs. x Total evaluation scores.
x The attributes of Proposers, and their equipment, products, or services, to assist Participating Entities achieve environmental and social requirements, preferences, and goals. Information submitted as part of a proposal should be as specific as possible when responding to the RFP. Do not assume Sourcewell’s knowledge about a specific vendor or product.

B. AWARD(S)
Award(s) will be m
ade to the Proposer(s) whose proposal conforms to all conditions and requirements of the RFP, and consistent with the award criteria defined in this RFP.

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

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

EXHIBIT 3
550
Rev. 2/2020 Sourcewell RFP #040621
Bulk Solid Waste and Recycling Equipment

Conforma
nce to RFP Requirements 50
Financial Viability and Marketplace Success 75
Ability to Sell and Deliver Service 100
Marketing Plan 50
Value Added Attributes 75
Warranty 50
Depth and Breadth of Offered Equipment, Products, or Services 200 Pricing 400
TOTAL POINTS 1000
C. PROTESTS OF AWARDS
Any prote
st made under this RFP by a Proposer must be in writing, addressed to Sourcewell’s Executive Director, and delivered to the Sourcewell office located at 202 12th Street NE, P.O.

Box 219, Staples, MN 56479. The protest must be received no later than 10 calendar days’ following Sourcewell’s notice of contract award(s) or non-award and must be time stamped by Sourcewell no later than 4:30 p.m., Central Time.

A protest must include the following items:
x The name, address, and telephone number of the protester; x The original signature of the protester or its representative; x Identification of the solicitation by RFP number;
x A precise statement of the relevant facts;
x Identification of the issues to be resolved;
x Identification of the legal or factual basis;
x Any additional supporting documentation; and
x Protest bond in the amount of $20,000, except where prohibited by law or treaty.

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

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

Sourcewell reserves the right to:
x Modify or cancel this RFP at any time;
x Reject any and all proposals received;
x Reject proposals that do not comply with the provisions of this RFP; x Select, for contracts or for discussion, a proposal other than that with the lowest cost; EXHIBIT 3
551
Rev. 2/2020 Sourcewell RFP #040621
Bulk Solid Waste and Recycling Equipment

x Independently verify any information provided in a Proposal; x Disqualify any Proposer that does not meet the requirements of this RFP, is debarred or suspended by the United States or Canada, State of Minnesota, Participating Entity’s state or province; has an officer, or other key personnel, who have been charged with a serious crime; or is bankrupt, insolvent, or where bankruptcy or insolvency are a reasonable prospect;
x Waive or modify any informalities, irregularities, or inconsistencies in the proposals received;
x Clarify any part of a proposal and discuss any aspect of the proposal with any Proposer; and negotiate with more than one Proposer;
x Award a contract if only one responsive proposal is received if it is in the best interest of Participating Entities; and
x Award a contract to one or more Proposers if it is in the best interest of Participating Entities.

E. DISPOSITION OF PROPOSALS
All material
s submitted in response to this RFP will become property of Sourcewell and will become public record in accordance with Minnesota Statutes Section 13.591, after negotiations are complete. Sourcewell considers that negotiations are complete upon execution of a resulting contract. It is the Proposer’s responsibility to clearly identify any data submitted that it considers to be protected. Proposer must also include a justification for the classification citing the applicable Minnesota law.

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

The Proposer understands that Sourcewell will reject proposals that are marked confidential or nonpublic, either substantially or in their entirety.

EXHIBIT 3
552

2/18/2021
Addendum No. 1
Solicitation Number: RFP 040621
Solicitation Name: Bulk Solid Waste and Recycling Equipment

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

Question 1:

Is this RFP for plastic automated roll-out carts?
Answer 1:

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

End of Addendum
Acknowledgement of this Addendum to RFP 040621 posted to the Sourcewell Procurement Portal on 2/18/2021, is required at the time of proposal submittal.

EXHIBIT 3
553
2/19
/2021
Addendum No. 2
Solicitation Number: RFP 040621
Solicitation Name: Bulk Solid Waste and Recycling Equipment Consider the following Question and Answer to be part of the above-titled solicitation documents. The remainder of the documents remain unchanged.

Question 1:

Is th
ere a way to download the questionnaires or is it only available for review online? Answer 1:

After selecting “Start Submission” in the Sourcewell Procurement Portal, a proposer may navigate to Step 4 – “Preview Bid” and select “Preview My Bid in PDF” if a downloadable PDF of the questionnaire tables is desired.

End of
Addendum
Acknowledgement of this Addendum to RFP 040621 posted to the Sourcewell Procurement Portal on 2/19/2021, is required at the time of proposal submittal.

EXHIBIT 3
554
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EXHIBIT 3
559
Sourcewell, a State of Minnesota local government agency and service cooperative, is requesting proposals for Bulk Solid Waste and Recycling Equipment to result in a
contracting solution for use by its Participating Entities.

Sourcewell Participating Entities include thousands of
governmental, higher education, K-12 education, nonprofit, tribal government, and other public agencies located in the United States and Canada.

A full copy of the Request for Proposals can be
found on the Sourcewell Procurement Portal
https://proportal.sourcewell-mn.gov.

Only proposals submitted through the Sourcewell
Procurement Portal will be considered.

Proposals are due no later than April 6, 2021, at 4:30pm Central Time, and late proposals will not be considered.

NOTICES

PUBLIC NOTICE
usat-usatnonbus-sourcewell-display-public-notice-16889.indd 1 2/11/21 11:22 AM EXHIBIT 3
560
EXHIBIT 3
561
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Home New Bid Closed Bids My Stuff Tools
Bid RFP #RFP 040621 - Bulk Solid
Waste and Recycling Equipment
Bid Type RFP
Bid Number RFP 040621
Title Bulk Solid Waste and
Recycling Equipment
Start Date Feb 16, 2021 9:31:07 AM CST
End Date Apr 6, 2021 4:30:00 PM CDT
Agency Sourcewell
Bid Contact Chris Robinson
(218) 895-4168
[email protected]
202 12th Street NE
P.O. Box 219
Staples, MN 56479-0219
Access Reports
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has been notified of
the bid or accessed it.
[Notification report]
[Access report]
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[Create Addendum]
Description
Sourcewell, a State of Minnesota local government agency and service cooperative, is requesting proposals for Bulk Solid Waste and Recycling Equipment to result in a contracting solution for use by its Participating Entities. Sourcewell Participating Entities include thousands of governmental,
higher education, K-12 education, nonprofit, tribal government, and other public agencies located in the United States and Canada. A full copy of the Request for Proposals can be found on the Sourcewell Procurement Portal [https://proportal.sourcewell-mn.gov]. Only proposals submitted through the Sourcewell Procurement Portal will be considered. Proposals are due no later than April 6, 2021, at 4:30 p.m. Central Time, and late proposals will not be considered.

Delivery Information
Only proposals submitted through the Sourcewell Procurement Portal at https://proportal.sourcewell-mn.gov will be considered.

Pre-Bid Conference
Date Mar 16, 2021 10:00:00 AM CDT
Location Web Conference
Notes Log in instructions will be posted to the Sourcewell Procurement Portal at https://proportal.sourcewell-
mn.gov two business days prior to the Pre-Proposal.

Documents
No Documents for this bid
Public Purchase: Bid RFP #RFP 040621 - Bulk Solid Waste and Recycli... https://www.publ icpurchase.com/gems/bid/bidView?bidId=138518 1 of 2 2/16/2021, 9:32 AM
EXHIBIT 3
562
Customer Support: [email protected] | Copyright 1999-2021 © | The Public Group, LLC. All rights reserved.

Public Purchase: Bid RFP #RFP 040621 - Bulk Solid Waste and Recycli... https://www.publ icpurchase.com/gems/bid/bidView?bidId=138518 2 of 2 2/16/2021, 9:32 AM
EXHIBIT 3
563
EXHIBIT 3
564
EXHIBIT 3
565
EXHIBIT 3
566
Notice
Basic Information
Details
Dates
Contact Information
Bid Submission Process
Estimated Contract Value (CAD) $20,000,000.00 (Not shown to suppliers) Reference Number 0000193022
Issuing Organization Sourcewell
Owner Organization
Solicitation Type RFP - Request for Proposal (Formal)
Solicitation Number RFP 040621
Title Bulk Solid Waste and Recycling Equipment
Source ID PP.CO.USA.868485.C88455
Location All of Canada, All of Canada
Purchase Type One Time Only
Description Sourcewell, a State of Minnesota local government agency and service cooperative, is requesting
proposals for Bulk Solid Waste and Recycling Equipment to result in a contracting solution for use
by its Participating Entities. Sourcewell Participating Entities include thousands of governmental,
higher education, K-12 education, nonprofit, tribal government, and other public agencies
located in the United States and Canada. A full copy of the Request for Proposals can be found
on the Sourcewell Procurement Portal [https://proportal.sourcewell-mn.gov].

Only proposals
submitted through the Sourcewell Procurement Portal will be considered.

Proposals are due no
later than April 6, 2021, at 4:30 p.m. Central Time, and late proposals will not be considered.

Publication 2021/02/16 10:14:11 AM EST
Question Acceptance Deadline 2021/03/30 05:30:00 PM EDT Questions are submitted online No
Bid Intent Not Available
Closing Date 2021/04/06 05:30:00 PM EDT
Procurement Department
218-894-1930
[email protected]
Bid Submission Type Electronic Bid Submission
Pricing Lump sum
Pricing Lump sum
Bid Documents List
Item Name Description Mandatory
Bid Documents Documents defining the proposal No
RFP 040621 - Bulk Solid Waste and Recycling Equipment
2021/02/16 10:14:39 AM EST Page 1 of 2
EXHIBIT 3
567
Categories
Selected Categories
GSIN Categories (2)
G Goods
Goods
N45 Plumbing, Heating, And Sanitation Equipment
Plumbing, Heating, And Sanitation Equipment
N4540 WASTE DISPOSAL EQUIPMENT

WASTE DISPOSAL EQUIPMENT
N72 Household And Commercial Furnishings And Appliances Household And Commercial Furnishings And Appliances
N7240F WASTE RECEPTACLES

WASTE RECEPTACLES
MERX Category (1)
U Other
Other
U Undefined
Undefined
UNSPSC Categories (9)
76000000 Industrial Cleaning Services
76120000 Refuse disposal and treatment
76121500 Refuse collection and disposal
76121600 Nonhazardous waste disposal
76121700 Liquid waste treatment
76121800 Refuse treatment
76121900 Hazardous waste disposal
76122000 Landfill services
76122100 Waste to fuel blending services
76122200 Waste incineration services
47000000 Cleaning Equipment and Supplies
47120000 Janitorial equipment
47121700 Waste containers and accessories
RFP 040621 - Bulk Solid Waste and Recycling Equipment
2021/02/16 10:14:39 AM EST Page 2 of 2
EXHIBIT 3
568



ProposalOpeningRecord


Dateofopening:April6,2021


SourcewellpostedRequestforProposal#040621,fortheprocurementofBulkSolidWasteandRecycling Equipment,ontheSourcewellProcurementPortal[proportal.sourcewellͲmn.gov]onTuesday,February16, 2021,andthesolicitationremainedinanopenstatuswithintheportaluntilApril6,2021,at4:30pmCT. TheRFPrequiredthatallproposalsbesubmittedthroughtheSourcewellProcurementPortalnolaterthan 4:30pmCTonApril6,2021,thedateandtimespecifiedintheSolicitationSche dule. 
TheundersignedcertifythatallresponsesreceivedonRequestforProposal#040621weresubmitted throughtheSourcewellProcurementPortal,andthateachProposer’sresponsematerialwasdigitally sealeduponsubmissionandremainedinaccessibleuntiltheduedateandtimespecifiedintheSolicitation Schedule.

Responseswerereceivedfromthefollowing:

BAKERSWASTEEQ
UIPMENT,Inc.ͲSubmitted4/06/21at8:56:26AM
BoxGangManufacturing,LLCͲSubmitted4/06/21at2:33:36PM BuiltriteManufacturing,Inc.ͲSubmitted4/06/21at3:10:30PM BuschSystemsInternational,Inc.ͲSubmitted4/06/21at4:10:02PM EnvironmentalMetalWorks,Ltd.ͲSubmitted4/06/21at3:54:48PM GRYBUSAͲSubmitted4/06/21at2:14:38PM
HolͲMacCorporationͲSubmitted4/06/21at11:43:21AM IronContainer,LLCͲS
ubmitted4/05/21at12:51:47PM
MarathonEquipmentCompanyͲSubmitted4/05/21at3:32:17PM MidwestWeldingandMachine,Inc.ͲSubmitted4/06/21at1:06:11PM PetersenIndustries,Inc.ͲSubmitted3/29/21at3:22:54PM PTRBalerandCompactorCompanyͲSubmitted4/0 6/21 at2:48:15PM ReactionDistributing,Inc.ͲSubmitted4/05/21at12:15:59PM SebrightProducts,Inc.ͲSubmitted4/06/21at7:59:57AM SierraInternationalMachinery,LLCͲSubmitted4/06/21at3:46:16PM StellarIndustriesͲGarner,IAͲSubmitted4/06/21at1:09:47PM SwapLoaderUSA,LTDͲSubmitted4/06/21at9:52:49AM
UltimateSpecialties,LLCͲSubmitted4/06/21at2:12:46PM UniversalHandlingEquipmentCompany,Ltd.Ͳ
Submitted4/06/21at3:41:54PM








 


EXHIBIT 3
569
WarrenEquipment,Inc.ͲSubmitted4/06/21at9:36:47AM WastequipManufacturingCompany,LLCͲSubmitted4/06/21at11:17:52AM  
TheProposalswereopenedelectronically,andalistofallProposerswasmadepubliclyavailableinthe SourcewellProcurementPortal,onApril6,2021,at4:30:49PMCT.Allresponsiveproposalswerethen submittedforreviewbytheSourcewellEvaluationCommittee. 




____
__________________________________________________________________ KimAustin,MBA,CPPBProcurementLeadAnalystCarolJackson,ProcurementAnalyst 








 


EXHIBIT 3
570
BakersWasteEquipment,
Inc.(BWE&Pinnacle
Compactors)
BoxGangManufacturing,
LLC
BuiltriteManufacturing,
Inc.

BuschSystems
International,Inc.

EnvironmentalMetal
Works,Ltd.

GRYBUSAdbaGRYB,
Bateman,Winkle,Serco
LoadersandShearEx Hol ͲMacCorporation Iron Container,LLC MarathonEquipment
Comp
MidwestWelding&
Machine,Inc. Petersen Industries,Inc.

PossiblePoints
ConformancetoRFP
Requirements 50 40 38 37 37 36 36 41 40 43 37 44 Pricing 400 269 328 283 324 262 278 331 300 337 323 346 Financia
lViabilityand
MarketplaceSuccess 75 61 60 57 59 54 54 63 61 65 54 66 AbilitytoSellandDeliver
Service 100 71 76 70 69 65 63 75 70 80 61 80 Mark
etingPlan 50 41 37 35 41 39 36 41 37 45 34 42 ValueAddedAttributes 75 65 63 55 59 57 52 58 50 60 53 57 Warranty 50 41 39 40 40 40 39 43 41 45 38 43 DepthandBreadthofOffered
Equipment,Products,or
Services 200 150 164 129 130 138 129 154 130 154 113 148 TotalPoint
s 1,000 738 805 706 759 691 687 806 729 829 713 826 RankOrder 10 51 5 71 71 9 41 1 21 3 3
PTRBaler&Compactor
Company Reaction Distributing,Inc. Sebright Products,Inc.

SierraInternational
Machinery,LLC Stellar Industries,Inc. Swaploader USA,LTD Ultimate Specialties,LLC UniversalHandling
EquipmentCompany,Ltd. WarrenEquipment, Inc.

WastequipManufacturing
Company,LLC
PossiblePoints
ConformancetoRFP
Requirements 50 39 38 32 39 37 37 31 39 36 42 Pricing 400 333 324 246 308 271 282 194 260 273 335 Financia
lViabilityand
MarketplaceSuccess 75 61 53 49 61 61 57 48 58 53 64 AbilitytoSellandDeliver
Service 100 75 68 71 70 69 68 60 60 63 83 Mark
etingPlan 50 33 34 29 34 39 38 28 38 29 44 ValueAddedAttributes 75 58 55 56 51 54 53 53 53 55 61 Warranty 50 42 41 32 40 43 41 32 40 39 44 DepthandBreadthofOffered
Equipment,Products,or
Services 200 139 142 114 141 146 131 93 155 141 174 TotalPoint
s 1,000 780 755 629 744 720 707 539 703 689 847 RankOrder 6 8 20 9 12 14 21 16 18 1
ChrisRobinson,CPSM,ProcurementManager Greg Grunig,ProcurementLeadAnalyst BillDavison,CPPO,NIGPͲCPP,ProcurementAnalyst Beverly Hoemberg,ProcurementAnalyst BulkSolidWasteandRecyclingEquipmentRFP#040621
ProposalEvaluation










 



EXHIBIT 3
571
COMM

ENT AND REVIEW
to the
REQUEST FOR PROPOSAL (RFP) #040621
Entitled
Bulk Solid Waste and Recycling Equipment
The following advertisement was placed February 16, 2021 in USA Today, in South Carolina’s The State, and on the Sourcewell website www.sourcewell-mn.gov, Sourcewell Procurement Portal https://proportal.sourcewell- mn.gov, Biddingo, Merx, The New York State Contract Reporter www.nyscr.ny.gov, PublicPurchase.com, and February 17, 2021 in Oregon’s Daily Journal of Commerce:

Sourcewell, a State of Minnesota local government agency and service cooperative, is requesting proposals for Bulk Solid Waste and Recycling Equipment to result in a contracting solution for use by its Participating Entities. Sourcewell Participating Entities include thousands of governmental, higher education, K-12 education, nonprofit, tribal government, and other public agencies located in the United States and Canada. A full copy of the Request for Proposals can be found on the Sourcewell Procurement Portal [https://proportal.sourcewell-mn.gov]. Only proposals submitted through the Sourcewell Procurement Portal will be considered. Proposals are due no later than April 6, 2021, at 4:30 p.m. Central Time, and late proposals will not be considered.

The solicitation process was conducted through the Sourcewell Procurement Portal. The following parties expressed interest in the solicitation by registering for this opportunity within the portal:

AMERICAN HOSE & HYDRAULICS PTR Baler and Compactor Company BAKERS WASTE EQUIPMENT, Inc. RATE Inc. dba Randco Tanks Bio-USA, Inc. Reaction Distributing, Inc.

Blankenship Equipment Repair, Inc. ReCollect Systems, Inc.

Box Gang Manufacturing, LLC Regina Construction Association Brockett Welding Fabrication and
General Contracting, LLC Rehrig Pacific Company
Builtrite Manufacturing, Inc. Scranton Manufacturing Co., Inc.

Busch Systems International, Inc. Sebright Products, Inc.

Cascade Engineering, Inc. Sierra International Machinery, LLC Chevin Fleet Solutions, LLC Spartan Truck Company, Inc.

ConstructConnect Stellar Industries - Garner, IA
Environmental Metal Works, Ltd. Stinar, LLC
FILCO CARTING CORP. Super Save Group of Companies








 

 

EXHIBIT 3
572
Sourcewell Page 2 of 5
Fusion West Manufacturing, Inc. SwapLoader USA, LTD
GRYB USA Switch-N-Go, LLC
Halton Recycling Ltd. dba Emterra
Environmental T & T Disposal Services, LTD
Hol-Mac Corporation Toter, LLC
Iron Container, LLC Ultimate Specialties, LLC
Marathon Equipment Company Universal Handling Equipment Company, Ltd.

MARREL CORPORATION Warren Equipment, Inc.

Metro Compactor Services, Inc. Wastequip Manufacturing Company, LLC Midwest Welding and Machine, Inc. Western Oilfields Supply Company Nexgen Municipal, Inc. Western Systems and Fabrication, LLC Palfinger US Holdings, INC. Xenon Services, LLC
Petersen Industries, Inc.

All Pr
oposals remained sealed within the Sourcewell Procurement Portal until the scheduled due date and time. Proposals were electronically opened, and the list of all Proposers was made publicly available on the Sourcewell Procurement Portal, on April 6, 2021, at 4:30:49 pm CT. Proposals were received from the following:

BAKERS WASTE EQUIPMENT, Inc.

Box Gang Manufacturing, LLC
Builtrite Manufacturing, Inc.

Busch Systems International, Inc.

Environmental Metal Works, Ltd.

GRYB USA
Hol-Mac Corporation
Iron Container, LLC
Marathon Equipment Company
Midwest Welding and Machine, Inc.

Petersen Industries, Inc.

PTR Baler and Compactor Company
Reaction Distributing, Inc.

Sebright Products, Inc.

Sierra International Machinery, LLC
Stellar Industries - Garner, IA
SwapLoader USA, LTD
Ultimate Specialties, LLC
Universal Handling Equipment Company, Ltd.

Warren Equipment, Inc.

Wastequip Manufacturing Company, LLC
Proposals were reviewed by the Proposal Evaluation Committee:

Greg Grunig, Procurement Lead Analyst
Chris Robinson, Procurement Manager
Bill Davison, Procurement Analyst
Beverly Hoemberg, Procurement Analyst








 

 

EXHIBIT 3
573
Sourcewell Page 3 of 5

The findings of the Proposal Evaluation Committee are summarized as follows:

The Proposal Evaluation Committee applied the Sourcewell RFP evaluation criteria and determined that all
proposal responses met the scope and mandatory submittal requirements and were evaluated.

Box Gang Manufacturing, LLC, is a certified SBE offering a variety of refuse and recycling containers, loaders, compactors and balers. They have an internal sales and service team, and a network of dealers, to serve participating entities across the U.S. and Canada. Box Gang offers a solid pricing discount to Sourcewell participating entities.

Hol-Mac Corporation is offering a broad range of equipment for the loading and hauling of refuse and recycling products. Their dealer network offers Sourcewell participating entities access to service and sales support across the U.S. and Canada. Hol-Mac provides standard training to new equipment operators. Their proposal reflects sizable discounts from list pricing for Sourcewell participating entities.

Marathon Equipment Company presents a complete line of containers, balers, and compactors. Utilizing their network of over 100 dealers, along with their internal team, they can service the U.S. and Canadian participating entities. Marathon Equipment offers significantly discounted pricing to Sourcewell participating entities.

Petersen Industries, Inc., offers a range of equipment used in the loading or unloading of recycling and waste products and receptacles. They have the ability to serve Sourcewell participating entities with products and personnel covering the U.S. and Canada. Petersen Industries is offering a competitive discount from published list pricing.

Wastequip Manufacturing Company, LLC, is offering Sourcewell participating entities a broad and deep line of waste and recycling containers, compactors and equipment to load and unload various end products. They have partners that cover financing and leasing options, if needed. With 50 state coverage and service available in Canada, Wastequip is ready to serve Sourcewell participating entities. They offer a range of solid discounts from catalog list pricing by product category.

For these reasons, the Sourcewell Proposal Evaluation Committee recommends award of Sourcewell Contract #040621 to:

Box Gang Manufacturing LLC #040621-BXG
Hol-Mac Corporation #040621-HMC
Marathon Equipment Company #040621-MEC
Petersen Industries, Inc. #040621-PII
Wastequip Manufacturing Company LLC #040621-WQI

The preceding recommendations were approved on May 24, 2021.

______________________________________
Greg Grunig, Procurement Lead Analyst








 

 

EXHIBIT 3
574
Sourcewell Page 4 of 5
_________________________________________
Chris Robinson, CPSM, Procurement Manager
__________________________________________
Bill Davison, CPPO, NIGP-CPP, Procurement Analyst
________________________________________
Beverly Hoemberg, Procurement Analyst








 

 

EXHIBIT 3
575
Sourcewell Page 5 of 5

STATEMENT OF COMPLIANCE
As Chief Procurement Officer for Sourcewell, I have reviewed the recommendation of the Evaluation Committee and the accompanying support materials documenting the process followed for RFP #040621 for Bulk Solid Waste and Recycling Equipment.

The committee accepted, deemed responsive, evaluated, and recommended proposals for award. Under authority granted to the Chief Procurement Officer in Sourcewell’s bylaws, the recommendations set forth above are approved.

I hereby certify:

1. Sou rcewell is a government agency, created and authorized by Minnesota law to provide cooperative procurement contracts.

2. Th e procurement process and resulting contracts have been awarded in compliance with the laws of the State of Minnesota (Minnesota Statutes Chapter 471 and Minnesota Statutes Section 123A.21), and in conformity to Sourcewell’s Procurement Policy.

Jeremy Schwartz, CSSBB, CPPO
Chief Procurement Officer








 

 

EXHIBIT 3
576

SOURCEWELL

STATE OF MINNESOTA
Member______________ moved the adoption of the following Resolution:

RESOLUTION TO APPROVE SOLICITATION AND/OR RE-SOLICITATION OF CATEGORIES Resolution No. 2020-31
WHEREAS, Sourcewell desires to issue a
solicitation, and is seeking permission from the Board to issue a solicitation, for the categories listed on Appendix A, which is attached and incorporated.

WHEREAS, through the Sourcewell Procurement Policy, the Board designated the Chief Procurement Officer to administer Sourcewell’s cooperative purchasing and contracting program; and WHEREAS, the Chief Procurement Officer recommends approval of categories detailed above.

NOW THEREFORE BE IT RESOLVED that the Board of Directors hereb y approves the solicitation of categories.

The motion for the adoption of the foregoing resolution was duly seconded by Member ______________ and the following voted in favor: (list names here)
and the following voted against: (list names here or “NONE”) whereupon said resolution was declared duly passed and adopted.

ATTEST:
_________________________________
Clerk to the Board of Directors
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EXHIBIT 3
577

APPENDIX A

SOURCEWELL PROCUREMENT DEPARTMENT
BOARD ITEMSͲDecember 2020
Grounds Maintenance Equipment, Attachments, and Accessories

NEW CONTRACTS
Supplier Name Contract Numbe r Solicitation Title
MSC Industrial Supply 101320 ͲMSI "Janitorial Supplies and Equipment with Related Services" Staples Contract & Commercial, LLC 101320ͲSCC "Janitorial Supplies and Equipment with Related Services" W.W. Grainger, Inc. 101320ͲWWG "Janitorial Supplies and Equipment with Related Services" Dover Fueling Solutions, Inc. 092920ͲDVR
"Aboveground Fuel and Fluid Storage with Related Hardware, Software, and Services"
E.J. Ward, Inc. 092920ͲEJW
"Aboveground Fuel and Fluid Storage with Related Hardware, Software, and Services"
Gilbarco, Inc. 092920ͲGVR
"Aboveground Fuel and Fluid Storage with Related Hardware, Software, and Services"
Graco, Inc. 092920ͲGRC
"Aboveground Fuel and Fluid Storage with Related Hardware, Software, and Services"
JF Petroleum Group 092920ͲJFA
"Aboveground Fuel and Fluid Storage with Related Hardware, Software, and Services"
Multiforce Systems Corp. 092920ͲMTF
"Aboveground Fuel and Fluid Storage with Related Hardware, Software, and Services"
SynͲTech Systems, Inc. 092920ͲSYS
"Aboveground Fuel and Fluid Storage with Related Hardware, Software, and Services"
Titan Chemical Transfer Solutions, LLC 092920ͲTAN
"Aboveground Fuel and Fluid Storage with Related Hardware, Software, and Services"
Western Global 092920ͲWST
"Aboveground Fuel and Fluid Storage with Related Hardware, Software, and Services"

CONTRACT EXTENSIONS
Supplier Name Contract Numbe
r Solicitation Title
Gilbarco VeederͲRoot 022217ͲGVR "Fleet Management and Related Technology Solutions" Synovia Solutions 022217ͲSSL "Fleet Management and Related Technology Solutions" Pitney Bowes 041917ͲPIT
"Mailing and Postage Equipment with Related Software, Accessories, Services and Supplies"
National Auto Fleet Group 081716ͲNAF "Class 6, 7, and 8 Chassis with Related Equipment" Falcon Road Maintenance 052417ͲFRM "Roadway Maintenance Equipment" Audio Enhancement, Inc. 111616ͲAEI
"Classroom Audio Technology Equipment with Related Accessories, Services and Supplies"
NEW ezIQC CONTRACTS
Company Name Contract Number StateͲRegionͲType of Work ezIQC RENEWALS
Company Name Contract Numbe
r
Minnesota Exteriors, Inc. MNͲTMAͲR01Ͳ120518ͲMEI
KrausͲAnderson Construction Company MN ͲSEAͲGC03Ͳ120518ͲKRU KrausͲAnderson Construction Company MN ͲSWAͲGC02Ͳ120518ͲKRU KrausͲAnderson Construction Company MN ͲNCMͲGC04Ͳ120518ͲKRU Innovative Builders of Alexandria, Inc. MNͲRRVͲGC01Ͳ120518ͲIBA McDowall Company MNͲRRVͲR02Ͳ120518ͲMDC
KrausͲAnderson Construction Company MN ͲIRAͲGC02Ͳ120518ͲKRU Solid Rock Construction MNͲCMAͲGC03Ͳ120518ͲSRC
KrausͲAnderson Construction Company MN ͲTMAͲGC05Ͳ120518ͲKRU NorͲSon, Inc. MNͲIRAͲGC01Ͳ120518ͲNSI
NorͲSon, Inc. MNͲSEAͲGC01Ͳ120518ͲNSI

CONSENT AGENDA ITEMS
Tree and Vegetation Management Equipment, Attachments, and Accessories Auction Services with Related Solutions (published 12/08/20) Facilities Maintenance Services
Bulk Solid Waste and Recycling Equipment with Related Services, Accessories and Supplies Special Education Teletherapy Services
Requesting Board permission to ReͲSolicit the following categories:

Requesting Board permission to Solicit the following categories:

Plastic Refuse and Recycling Container Solutions and Related Equipment, Supplies and Accessories 







 





EXHIBIT 3
BOARD ITEMSͲDecember 2020
Bulk Solid Waste and Recycling Equipment with Related Services, Accessories and Supplies 578
APPENDIXAContinued
NorͲSon,Inc. MNͲTMAͲGC02Ͳ120518ͲNSI
RAKConstruction,Inc. MNͲTMAͲGC01Ͳ120518ͲRAK
SolidRockConstruction MNͲTMAͲGC03Ͳ120518ͲSRC
RAKConstruction,Inc. MNͲCMAͲGC01Ͳ120518ͲRAK
NorͲSon,Inc. MNͲNCMͲGC02Ͳ120518ͲNSI
NorͲSon,Inc. MNͲCMAͲGC02Ͳ120518ͲNSI
NorͲSon,Inc. MNͲRRVͲGC02Ͳ120518ͲNSI
NorͲSon,Inc. MNͲSWAͲGC01Ͳ120518ͲNSI
BituminousRoadways,Inc. MNͲTMAͲP01Ͳ120518ͲBRI
McDowallCompany MNͲTMAͲR02Ͳ120518ͲMDC
MinnesotaExteriors,Inc. MNͲSEAͲR01Ͳ120518ͲMEI
McDowallCompany MNͲIRAͲR02Ͳ120518ͲMDC
SolidRockConstruction MNͲNCMͲGC03Ͳ120518ͲSRC
MinnesotaExteriors,Inc. MNͲCMAͲRO1Ͳ120518ͲMEI
McDowallCompany MNͲNCMͲR02Ͳ120518ͲMDC
KrausͲAndersonConstructionCompany MN ͲRRVͲGC03Ͳ120518ͲKRU L.S.BlackConstructors,Inc. MNͲTMAͲGC04Ͳ120518ͲLSB
McDowallCompany MNͲCMAͲR02Ͳ120518ͲMDC
McDowallCompany MNͲSWAͲR02Ͳ120518ͲMDC
MidͲMinnesotaHotMix MNͲCMAͲP01Ͳ120518ͲMHM
MinnesotaExteriors,Inc. MNͲNCMͲR01Ͳ120518ͲMEI
MinnesotaExteriors,Inc. MNͲRRVͲR01Ͳ120518ͲMEI
SolidRockConstruction MNͲSEAͲGC02Ͳ120518ͲSRC
AndersonBrothers MNͲNCMͲP01Ͳ120518ͲABC
HyͲTecConstruction MNͲNCMͲGC05Ͳ120518ͲHTC
MinnesotaExteriors,Inc. MNͲSWAͲR01Ͳ120518ͲMEI
KrausͲAndersonConstructionCompany MN ͲCMAͲGC04Ͳ120518ͲKRU MinnesotaExteriors,Inc. MNͲIRAͲR01Ͳ120518ͲMEI








 





EXHIBIT 3
579
SOU

RCEWELL

STATE OF MINNESOTA
Member ____________ moved the adoption of the following Resolution:

RESOLUTION TO RATIFY COOPERATIVE CONTRACTING AWARDS
Resolution No. 2021-15
WHEREAS, the Sourcewell Board of Directors previously authorized the solicitations for the cooperative categories listed on Appendix A, which is attached and incorporated; and WHEREAS, Sourcewell issued the cooperative contracting solicitations for the authorized categories; and WHEREAS , through the Sourcewell Procurement Policy, the Board designated the Chief Procurement Officer to administer Sourcewell’s cooperative purchasing and contracting program and to award all competitively solicited contracts, without limitation; and
WHEREAS, the Chief Procurement Officer made the awards listed based on the results of the competitive solicitation process; and
WHEREAS, the Board acknowledges that the awards made by the Chief Procurement Officer are valid and binding; however, based upon some members’ legal requirements the Chief Procurement Official is required to seek subsequent Board ratification of all cooperative purchasing awards.

NOW THEREFORE BE IT RESOLVED by the Board of Directors ratifies the cooperative contracting awards made by the Chief Procurement Officer listed on Appendix A.

The motion for the adoption of the foregoing resolution was duly seconded by Member______________ and the following voted in favor: (list names here)
and the following voted against: (list names here or “NONE”)

whereupon said resolution was declared duly passed and adopted.

ATTEST:
_________________________________
Clerk to the Board of Directors

























 







 
















 

EXHIBIT 3
580

APPENDIX A

SOURCEWELL PROCUREMENT DEPARTMENT
BOARD ITEMSͲJune 2021

NEW CONTRACTS
Supplier Name Contract Numbe r Solicitation Title
Auto Plus Auto Parts 032521 ͲPEP "Aftermarket Vehicle Parts and Supplies" Imperial Supplies, LLC 032521ͲIMP "Aftermarket Vehicle Parts and Supplies" Jasper Holdings, Inc. 032521ͲJAS "Aftermarket Vehicle Parts and Supplies" NAPA Auto Parts 032521ͲGPC "Aftermarket Vehicle Parts and Supplies" O'Reilly Auto Parts 032521ͲORA "Aftermarket Vehicle Parts and Supplies" Cascade Engineering, Inc. 041521ͲCEI "Plastic Refuse and Recycling Containers with Related Technology Solutions" ReCollect Systems, Inc. 041521ͲRCS "Plastic Refuse and Recycling Containers with Related Technology Solutions" Rehrig Pacific Company 041521ͲREH "Plastic Refuse and Recycling Containers with Related Technology Solutions" Toter, LLC 041521ͲTOT "Plastic Refuse and Recycling Containers with Related Technology Solutions" Eduporium, Inc. 040121ͲEDU "STEM Curriculum Solutions and Equipment with Related Accessories, Supplies and Services" H2I Group 040121ͲH2I "STEM Curriculum Solutions and Equipment with Related Accessories, Supplies and Services" Lakeshore Learning Materials 040121ͲLSH "STEM Curriculum Solutions and Equipment with Related Accessories, Supplies and Services" Palmer Hamilton, LLC 040121ͲPHL "STEM Curriculum Solutions and Equipment with Related Accessories, Supplies and Services" Prophet Corp./STEM Supplies 040121ͲSTM "STEM Curriculum Solutions and Equipment with Related Accessories, Supplies and Services" Sid Tool Co./MSC Industrial Supply 040121 ͲMSI "STEM Curriculum Solutions and Equipment with Related Accessories, Supplies and Services" STEM For Kids 040121ͲSFK "STEM Curriculum Solutions and Equipment with Related Accessories, Supplies and Services" Box Gang Manufacturing 040621ͲBXG "Bulk Solid Waste and Recycling Equipment" HolͲMac Corporation 040621ͲHMC "Bulk Solid Waste and Recycling Equipment" Marathon Equipment Company 040621ͲMEC "Bulk Solid Waste and Recycling Equipment" Petersen Industries, Inc. 040621ͲPII "Bulk Solid Waste and Recycling Equipment" Wastequip Manufacturing Company, LLC 040621 ͲWQI "Bulk Solid Waste and Recycling Equipment" Facility Optimization Solutions, LLC 050421 ͲFAC "JOC or IQCC Program Management Consulting Services" The Gordian Group, Inc. 050421ͲGGI "JOC or IQCC Program Management Consulting Services"

CONTRACT EXTENSIONS
Supplier Name Contract Numbe r Solicitation Title
APi National Service Group031517ͲAPI "Facility Security Equipment, Systems and Services with Related Equipment and Supplies" The Toro Company 062117ͲTTC "Grounds Maintenance Equipment, Attachments, Accessories and Related Services" Bandit Industries, Inc. 062117 ͲBAN "Grounds Maintenance Equipment, Attachments, Accessories and Related Services" Kubota Tractor Corporation 062117ͲKBA "Grounds Maintenance Equipment, Attachments, Accessories and Related Services" Deere & Company 062117 ͲDAC "Grounds Maintenance Equipment, Attachments, Accessories and Related Services" Morbark, LLC 062117 ͲMBI "Grounds Maintenance Equipment, Attachments, Accessories and Related Services" NEW ezIQC CONTRACTS
Company Name Contract Numbe
r StateͲRegionͲType of Work
ezIQC RENEWALS
Company Name Contract Numbe r

CONSENT AGENDA ITEMS
Vehicles, Cars, Vans, SUVs and Light Duty Trucks with Related Equipment, and Accessories Requesting Board permission to ReͲSolicit the following categories:

Requesting Board permission to Solicit the following categories:

Express Courier, Shipping and Logistics
Roadway Paving Equipment












 

EXHIBIT 3
BOARD ITEMSͲJune 2021
Box Gang Manufacturing 040621ͲBXG "Bulk Solid Waste and Recycling Equipment" HolͲMac Corporation 040621ͲHMC "Bulk Solid Waste and Recycling Equipment" Marathon Equipment Company 040621ͲMEC "Bulk Solid Waste and Recycling Equipment" Petersen Industries, Inc. 040621ͲPII "Bulk Solid Waste and Recycling Equipment" Wastequip Manufacturing Company, LLC
,
040621ͲWQI "Bulk Solid Waste and Recycling Equipment"
yg qp
581
Petersen Industries #040621-PII
Pricing for contract #040621-PII offers Sourcewell participating agencies the following discounts:
ƒ 2% discount off list price
***All pricing is currently subject to a surcharge of up to 10% EXHIBIT 3
582
5 (Rev. 9.30.22)

EXHIBIT B

INSURANCE REQUIREMENTS

NOT APPLICABLE

EXHIBIT 3
583
6 (Rev. 9.30.22)

EXHIBIT C
EXHIBIT 3
584
EXHIBIT 3
585
EXHIBIT 3
586
EXHIBIT 3
587
City of Stockton
Legislation Text
File #: 24-0068, Version: 2

ADOPT RESOLUTION TO AWARD A PROFESSIONAL SERVICES CONTRACT AND

APPROPRIATE FUNDS FOR THE STREET RESURFACING ON FEDERAL-AID STREETS FISCAL YEAR 2023-24 PROJECT

RECOMMENDATION
It is recommended that the City Council adopt a resolution to:

1. Award a Professional Services Contract to CSG Consultants, Inc. of Foster City, CA, in the amount of $398,360, for design of the Street Resurfacing on Federal-Aid Streets Fiscal Year 2023-24, Project No. WD24028/HIPSTPL-5008(207).

2. Approve findings pursuant to Stockton Municipal Code section 3.68.070 in support of an exception to the competitive bidding process.

3. Appropriate funds in the amount of $221,030 from the Measure K Fund Balance to the Street Resurfacing on Federal-Aid Streets Fiscal Year 2023-24, Project No. WD24028/HIPSTPL- 5008(207).

It is also recommended that the City Manager be authorized to take appropriate and necessary actions to carry out the purpose and intent of this resolution.

Summary
The Street Resurfacing on Federal-Aid Streets Fiscal Year (FY) 2023-24 project will resurface four street segments located on Hammer Lane, Riverbrook Road, Brookside Road, and March Lane for a total distance of approximately 2.83 miles (Attachment A). The project was included in the 2023-28 Five-Year Capital Improvement Plan (CIP).

On October 2, 2023, the City advertised a Request for Proposals (RFP) for design of the Street Resurfacing on Federal-Aid Streets FY 2023-24, Project No. WD24028/HIPSTPL-5008(207). On November 1, 2023, four firms submitted proposals for this project. The Selection Committee evaluated the proposals and found CSG Consultants, Inc. of Foster City, CA, to be the most qualified and highest ranked firm.

It is recommended that Council adopt a resolution authorizing the City Manager to execute a Professional Services Contract, in the amount of $398,360, to CSG Consultants, Inc. for design services. It is also recommended that Council adopt a resolution approving findings and appropriation of funds for the project.

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It is anticipated that the design will be completed in August 2024, and construction will begin in spring 2025 and be completed by summer 2025, weather permitting.

DISCUSSION
Background
The City of Stockton receives an annual allocation of federal Surface Transportation Block Grant (STBG) Program funds. The project was included in the 2023-28 Five-Year CIP. These funds must be used on streets classified by the Federal Highway Administration as arterial or collector Federal Aid Urban (FAU) routes. The City typically uses STBG funds to resurface FAU street segments that have a poor pavement condition rating. This rating is established by the City’s pavement management system, which rates the pavement condition of all streets on a scale ranging from poor (Pavement Condition Index (PCI) = 0) to excellent condition (PCI = 100).

The City’s pavement management system identified the following roadway segments that warrant resurfacing:

Hammer Lane (0.56 Miles)
· from El Dorado Street to Thornton Road (PCI = 46)
Riverbrook Road (1.57 Miles)
· from March Lane to Driftwood Place (PCI = 54)
Brookside Road (0.38 Miles)
· from Driftwood Place to March Lane (PCI = 60)
March Lane (0.32 Miles)
· from West Lane to Montauban Avenue (PCI = 39)
Resurfacing preserves the pavement structure and improves driving conditions and roadway aesthetics. Resurfacing at appropriate intervals prevents severe deterioration from occurring, resulting in maximum infrastructure duration at the lowest life cycle cost. Resurfacing is a multi-step process that may involve the following preservation techniques: crack seal, base failure repair, slurry seal, micro-surface seal, rubberized cape seal, and pavement overlay. Resurfacing projects also typically include other ancillary improvements such as the installation of wheelchair ramps (as required by the Americans with Disabilities Act); curb, gutter, and sidewalk replacement; adjustment of utility covers; removal and replacement of existing pavement striping; and installation of traffic signal detector loops. The street segments identified are heavily trafficked and have received numerous AskStockton requests for repair. Having a completed design plan will help ensure efficient budgeting is captured prior to construction.

Present Situation
On October 2, 2023, the City advertised an RFP for design of the Street Resurfacing on Federal-Aid Streets FY 2023-24, Project No. WD24028/HIPSTPL-5008(207). On November 1, 2023, four proposals were received from the following firms:

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· Bellecci & Associates, Inc. (Pleasanton, CA)
· BKF Engineers (Pleasanton, CA)
· CSG Consultants, Inc. (Foster City, CA)
· Siegfried Engineering, Inc. (Stockton, CA)
The Selection Committee, comprised of Public Works’ staff, evaluated and ranked all proposals based on each firm’s understanding of work, experience with similar kinds of work, staff qualifications, technical ability, project approach, and familiarity with federal transportation funding procedures.

CSG Consultants, Inc. received the highest ranking, based on the noted criteria, and was determined to be the most qualified firm for this project. CSG Consultants, Inc. demonstrated a clearer understanding of the project approach, included the most experienced team, and provided an appropriate schedule to meet the project’s milestones. Staff negotiated a fee in the amount of $398,360 with CSG Consultants, Inc. for design services. The fee is approximately 10 percent of the estimated construction cost, which is reasonable for a project of this size and complexity.

It is recommended that Council adopt a resolution authorizing the City Manager to execute a Professional Services Contract in the amount of $398,360 to CSG Consultants, Inc. for design services of the Street Resurfacing on Federal-Aid Streets FY 2023-24, Project No.

WD24028/HIPSTPL-5008(207). It is also recommended that Council adopt a resolution approving findings and appropriation of funds for the project.

It is anticipated that the design will be completed in August 2024, and construction will begin in spring 2025 and be completed by summer 2025, weather permitting.

Findings
Pursuant to Stockton Municipal Code (SMC) section 3.68.070, Council may approve findings which support an exception to the competitive bidding process. These findings include:

1. The City does not have sufficient staff available to design this project within the required federal-aid project funding deadlines.

2. The scope of the design services requires an experienced engineering firm that specializes in pavement design.

3. Use of the RFP process is appropriate for this Professional Services Contract because it relies on the evaluation of professional qualifications and performance as the basis for selection of a vendor. Use of the criteria helps ensure selection of a vendor that will provide the highest quality professional service, which is in the public interest.

4. The City negotiated a contract following solicitation of competitive proposals in accordance with SMC section 3.68.070.A.3.

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FINANCIAL SUMMARY
Appropriate $221,030 from the Measure K Fund Balance to the Street Resurfacing on Federal-Aid Streets FY 2023-24, Project No. WD24028/HIPSTPL-5008(207), Account No. 4570-000-800007-300- 000-30-45-000-000, to award a Professional Services Contract in the amount of $398,360 to CSG Consultants, Inc. The resolution will sufficiently fund all costs to successfully complete the design, including City staff costs and design contingency.

There is no impact to the City’s General Fund or any other unrestricted fund as a result of taking the recommended action.

Attachment A - Vicinity Map
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5 STOCKTON CHANNEL

TURNING

BASINSTOCKTON DEEP WATER CHANNEL

BURNS CUTOFF
SO. BEAR CREEK
MEADOW
LAKE
MARINA

VENEZIALAKE

FIVE MILE SLOUGH

MOSHER SLOUGH

FIVE MILE SLOUGH

STOCKTON DIVERTING CANAL

SAN JOAQUIN RIVER

UIN RIVER

CALAVERASRIVER

CALAVERAS RIVER

CALAVERAS RIVER

QUAIL LAKE
OXIDATION POND #1

CONSTRUCTED WETLANDS
L V W
NORTH
LAKE
GRUPE
LAKE

MOSHER SLOUGH

MOSHER SLOUGH

FOURTEEN MILE SLOUGH
LAKE

LINCOLN FOURTEEN MILE SLOUGH

BROOKSIDE

LAKE HERONLAKE

SMITHS CANAL

SMITHS CANAL

YOSEMITE
LAKE

MORMON SL

MOSHER SLOUGH

MOSHER SLOUGH
5 MILE
SL

FOURTEEN MILE SLOUGH

MORMON SLOUGH
MCLEOD
LK

FREMONT C
H

SANJOAQUIN
RIVER

SAN JOAQUIN RIVER
RIVERBROOK '5
q
0 0.5 1 1.5 20.25
Miles
LEGEND
Project Limits
Parks
Public Schools
IN/OUT
County Limits

EIGHT MILE RD

EIGHT MILE RD

ALPINE RD

ROBERTS RD

HOWARD RD

MAIN ST

PERSHING AV

EL DORADO ST

EIGHT MILE RD

DAVIS RD

THORNTON

EL DORADO ST

WEST LN

PACIFIC AV

MARCH LN ALPINE AV CHEROKEE RD

AIRPORT W
Y

CENTER ST

FRENCH CAMP RD

MAIN ST

AIRPORT W
Y

CHEROKEE RD

ALPINE R

ROBERTS RD

HOWARD RD
LO
W
ER

SACRAMENTO
RD
W
ILSON
W
Y

PACIFIC AV

DR MLK JR BL

MARIPOSA RD
HOLM
AN
RD
HO
LMANRD

TRINITY
PK
W
EST LN

MORADA LN

THORNTON RD

HAMMER LN HAMMER LN

PERSHING AV
BENJ.HOLT DR

MARCH LN

HARDING WY
W
EST LN

WATERLOO RD
W

ILSON W
Y

NAVY DR

EIGHTH ST

FRENCHCAMPRD
PORT W
Y

FREMONT ST

SPERRY RD

ARCH AIRPORT RD

MARCH LN

MATHEWS RD

EL DORADO ST

CHARTER WY

MARCH LN

HAMMER LN

BROOKSIDE RD
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ATTACHMENT A
Street Resurfacing on Federal-Aid Streets FY 2023-24
City Project No. WD24028/HIPSTPL-5008(207)
592
Resolution No.

STOCKTON CITY COUNCIL

RESOLUTION AWARD ING A PROFESSIONAL SERVICES CONTRACT AND

APPROPRIATING FUNDING FOR THE STREET RESURFACING ON FEDERAL -AID STREETS FISCAL YEAR 2023-24, PROJECT NO. WD24028/HIPSTPL-5008(207)

On October 2, 2023, the City advertised a Request for Proposals (RFP) for design of the Street Resurfacing on Federal -Aid Streets Fiscal Year (FY) 2023-24, Project No.

WD24028/HIPSTPL-5008(207); and

The Street Resurfacing on Federal -Aid Streets FY 2023 -24 project will resurface four street segments located on Hammer Lane, Riverbrook Road, Brookside Road, and March Lane for a total distance of approximately 2.83 miles; and

On November 1, 2023, the City received four proposals. The Selection Committee evaluated the proposals and found CSG Consultants, Inc. of Foster City, CA, to be the most qualified and highest ranked firm. Staff negotiated a fee of $398,360 with CSG Consultants, Inc. for design services; and

Appropriation of funds is needed to fund all remaining costs to complete the Street Resurfacing on Federal-Aid Streets FY 2023-24 project and staff costs; now, therefore,

BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF STOCKTON, AS FOLLOWS:

1. The City Council awards a Professional Services Contract between the City of Stockton and CSG Consultants, Inc., in the amount of $398,360, and the City Manager is authorized and directed to execute same, a copy of which is attached as Exhibit 1 and incorporated by this reference.

2. The City Council approves findings pursuant to Stockton Municipal Code (SMC) section 3.68.070 in support of an exception to the competitive bidding process .

These findings include:

a. The City does not have sufficient staff available to design this project within the required federal-aid project funding deadlines.

b. The scope of the design services requires an experienced engineering firm that specializes in pavement design.

c. Use of the RFP process is appropriate for this Professional Services Contract because it relies on the evaluation of professional qualifications and performance as the basis for selection of a vendor. Use of the criteria 593
helps ensure selection of a vendor that will provide the highest quality professional service, which is in the public interest.

d. The City negotiated a contract following solicitation of competitive proposals in accordance with SMC section 3.68.070.A.3.

3. The City Council approves the appropriation of funds in the amount of $221,030 from the Measure K Fund Ba lance to the Street Resurfacing on Federal -Aid Streets FY 2023-24, Project No. WD24028/HIPSTPL-5008(207).

4. The City Manager is hereby authorized to take whatever actions are necessary and appropriate to carry out the purpose and intent of this Resolution.

PASSED, APPROVED, and ADOPTED March 12, 2024 .

KEVIN J. LINCOLN II
Mayor of the City of Stockton

ATTEST:

ELIZA R. GARZA, CMC
City Clerk of the City of Stockton

594

PROFESSIONAL SERVICES CONTRACT
THIS CONTRACT is entered into this day of 2024, between the CITY OF STOCKTON, a municipal corporation
(“City”), and CSG CONSULTANTS,
INC., whose address is 550 PILGRIM DRIVE, FOSTER CITY, CA 94404 (“Consultant”) for the STREET RESURFACING ON FEDERAL-AI D STREETS FY 2023-24 (PROJECT NO. WD24028/HIPSTPL-50 08(207), hereinafter referred to as “Project”.

RECITALS
A. Consultant represents that it is licensed in the State of California and is qualified, willing and able to provide the services proposed in the SCOPE OF WORK section of this Contract.

B. City finds it necessary and advisable to use the services of the Consultant for the purposes pr
ovided in this Contract.

NOW THEREFORE , in consid er ation of the mutual promises, covenants and conditions in this Contract, City and Consultant agree as follows:

1. SCOPE OF SERVICES . Subject to the terms and conditions set forth in this Contract, Consultant shall undertake and complete the services described in Exhibit A. Consultant shall provide said services at the time, place, and in the manner specified in Exhibit A and compatible with the standards of the profession. Consultant agrees that it shall produce a fully complete project that is acceptable to the City.

2. COMPENSATION. City shal l pay Consultant for services outlined in Exhibit A according to the fee not to exceed the schedule detailed in Exhibit B, which is attached to this Contract and incorporated by this reference. Consultant agrees this fee is for full remuneration for performing all services and furnishing all staffing and materials called for in the scope of services. The payments shall be made on a monthly basis upon receipt and approval of Consultant’s invoice. Total compensation for services and reimbursement for costs shall not exceed $398,360.00 or as otherwise mutually agreed to in a Contract Amendment.

3. INSURANCE. During the ter
m of this Contract, Consultant shall maintain
in full force and effect at its own cost and expense the insurance coverage as set forth in the attached Exhibit D and shall otherwise comply with the other provisions of Exhibit D.

4. INDEMNITY AND HOLD HARMLESS. Pursuant t
o the full language of
California Civil Code §2782, design Professional agrees to indemnify, including the cost to defend, City of Stockton and its officers, officials, employees, and volunteers from and against any and all claims, demands, costs, or liability that arise out of, or pertain